Commit Graph

85 Commits

Author SHA1 Message Date
mAi
0f3c30a647 feat(scenario-builder): B0 schema foundation + minimal API (m/paliad#153)
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t-paliad-340 — B0 of edison's 7-slice train (PRD §7.1). DB-only: schema
+ RLS land, dev-only test route exercises the surface, no user-facing
change. B1 wires the actual builder UI on top.

Migration 157 (additive on the legacy mig-145 scenarios table — 0 rows
in prod, safe to relax):
- paliad.scenarios gets owner_id / status / origin_project_id /
  promoted_project_id / stichtag / notes. spec drops NOT NULL and the
  scenarios_unique_per_scope constraint drops (the builder allows
  multiple scratch + Unbenanntes Szenario rows per user).
- New tables: scenario_proceedings, scenario_events, scenario_shares.
- paliad.projects.origin_scenario_id for the promote-to-project audit
  trail (the FK lands now; the wizard ships in B5).
- paliad.can_see_scenario(uuid) STABLE SECURITY DEFINER helper covering
  owner / share / global_admin / two legacy paths.
- Replacement RLS on scenarios + RLS on the three new tables; legacy
  service + handlers stay live and unchanged.

PRD §5.1 deviations called out in the migration header:
- proceeding_type_id is integer (live schema), not uuid (PRD draft).
- FK target is paliad.users, matching the rest of paliad's schema.

Go surface:
- ScenarioBuilderService — list/create/get-deep/patch scenarios,
  add/patch/delete proceedings, add/patch/delete events,
  add/delete shares. Writes wrap in transactions with set_config(
  paliad.audit_reason, ..., true) per event_choice_service.go pattern.
- /api/builder/scenarios/* — handlers register under a builder/
  prefix so the legacy /api/scenarios surface still works.
- /dev/scenario-builder — single-page HTML form gated to
  PaliadinOwnerEmail, exercises the B0 surface without Postman.
- Live-DB integration test (TEST_DATABASE_URL gated) covers
  create + list + deep-get + share + visibility negatives + patch.

Audit-first: every DDL block ran clean via BEGIN/ROLLBACK against
the live DB before commit; end-to-end sanity (insert chain + CHECK
constraints + CASCADE-on-delete) verified via the Supabase MCP.

bun build clean. go vet + go test -short ./... green.
2026-05-27 23:50:14 +02:00
mAi
d36cc9ee15 feat(deadline-system): P0 — per-project scenario_flags SSoT (m/paliad#149)
Phase 2 P0 of the deadline + procedural-events revision. Establishes
paliad.projects.scenario_flags (jsonb) + paliad.scenario_flag_catalog as
the single source of truth for per-project scenario state — replacing
the three fragmented stores athena flagged (project_event_choices,
scenarios.spec, DOM-only). All three were empty per the audit so no
data migration is needed.

The jsonb map carries two key shapes:

  * named flags (whitelist via scenario_flag_catalog) — today
    with_ccr / with_amend / with_cci
  * per-rule selection deviations of shape "rule:<uuid>" — wired up
    here for validation; the consumer UI lands in P3

Endpoints:

  GET   /api/projects/{id}/scenario-flags
  PATCH /api/projects/{id}/scenario-flags

PATCH semantics: bool = write; null = delete (priority-driven default
returns); missing key = leave alone. The service validates every key
on write (catalog lookup + UUID rule-membership + mandatory-cannot-be-
deselected) before persisting, so a single bad key fails the whole
patch.

Frontend bind: new scenario-flags.ts client module + Mode B's flag
checkboxes (ccr-flag / inf-amend-flag / rev-amend-flag / rev-cci-flag)
now hydrate from / persist to the project's scenario_flags on every
toggle. Kontextfrei (no project) is unchanged. Cross-surface coherence
via a scenario-flag-changed CustomEvent (peer surfaces — Verfahrens-
ablauf strip, Mode B result-view — will subscribe in P3).

Mig 154 is audit-defensive (set_config of paliad.audit_reason); no
audit trigger fires on paliad.projects today but a future one will
inherit the reason. Seeds the three known flags. CHECK constraints
enforce the top-level shape (jsonb_typeof = 'object') and the
catalog key pattern (lowercase, not 'rule:%' prefix).

Verified against the live DB: 18 projects default to '{}', catalog
has 3 rows, applied_migrations advanced to 154.

Design: docs/design-deadline-system-revision-2026-05-27.md §2.3, §2.4a,
§4.1, §5 (P0 row). t-paliad-331.
2026-05-27 15:02:01 +02:00
mAi
9d688459e3 feat(db): mig 153 — proceeding_types kind discriminator + ProjectService hardening
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Adds a `kind` column to paliad.proceeding_types (proceeding / phase /
side_action / meta) so the Mode B R3 Fristenrechner wizard, the
projects.proceeding_type_id binding, and the pkg/litigationplanner
snapshot can filter to primary proceedings only.

Implements the ratified design from docs/design-proceeding-types-
taxonomy-2026-05-26.md (m greenlit 2026-05-27 09:57 after the 11-question
AskUserQuestion round-trip).

Mig 153 is purely additive — ADD COLUMN with a safe DEFAULT, UPDATEs
reclassify 23 non-primary rows (4 phase + 10 side_action + 9 meta), and
a BEFORE INSERT/UPDATE trigger on paliad.projects backstops the new
invariant. Pre-mig audit (Supabase MCP, 2026-05-27) confirmed zero
downstream pressure on the 23 reclassified rows.

- internal/db/migrations/153_proceeding_types_kind.up.sql + .down.sql
  - snapshot to paliad.proceeding_types_pre_153 in the same TX
  - set_config('paliad.audit_reason', …) defensively
  - DO-block asserts 23 reclassified rows before the trigger ships
  - Q9 carve-out: is_active=false on every phase/side_action/meta row
  - new trigger paliad.projects_proceeding_type_kind_check on
    paliad.projects.proceeding_type_id

- internal/services/project_service.go
  - extend validateProceedingTypeCategory to also enforce
    kind='proceeding' AND is_active=true; new typed error
    ErrInvalidProceedingTypeKind
  - single SELECT picks up category + kind + is_active

- internal/services/project_service_test.go
  - TestProjectService_ProceedingTypeKindGuard covers service-layer
    rejection, the active-but-non-proceeding edge, mig 153 trigger
    backstop, and the kind='proceeding' happy path

- cmd/gen-upc-snapshot/main.go
  - filter proceeding_types query to kind='proceeding' for forward-
    compat (the embedded UPC snapshot JSON regen requires DATABASE_URL
    access and will land in a follow-up; the current placeholder is
    already empty of non-primary rows)

t-paliad-325 / m/paliad#147
2026-05-27 10:09:33 +02:00
mAi
733d21c930 feat(seed): editorial cmd to stage drafts for orphan deadline_concepts (t-paliad-320)
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Stages five lifecycle_state='draft' sequencing_rules — one per orphan
deadline_concept — via services.RuleEditorService.Create(), the same
service the POST /admin/api/procedural-events handler hits internally
(audit trigger + INSTEAD-OF view trigger fan-out into procedural_events
+ sequencing_rules + legal_sources). No HTTP/auth shell, no raw SQL
writes.

Drafts (slug → proceeding):
- counterclaim-for-revocation → upc.ccr.cfi, 3 months, RoP.025
- versaeumnisurteil-einspruch → de.inf.lg, 2 weeks Notfrist, § 339 ZPO
- schriftsatznachreichung → de.inf.lg, 3 weeks court-set, § 283 ZPO
- weiterbehandlung (EPC) → epa.grant.exa, 2 months, Art. 121 EPÜ + R. 135(1) EPÜ
- weiterbehandlung (DPatG § 123a) → event-rooted (NULL proc), 1 month

The DPatG variant is event-rooted because no dpma.grant.* proceeding_type
exists yet — flagged in deadline_notes as editorial follow-up.

Idempotent: refuses to insert if (concept, proceeding, rule_code)
already exists.
2026-05-26 21:04:36 +02:00
mAi
6e0961cc30 Merge: Composer Slice C — building blocks library + section picker (mig 149) (m/paliad#141)
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2026-05-26 20:05:30 +02:00
mAi
ee98db94fa feat(submissions): Composer Slice C — building blocks library (m/paliad#141)
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Per the design at docs/design-submission-generator-v2-2026-05-26.md §8
and the Q2 / Q9 ratifications:

- Q2 (m, 2026-05-26): building blocks are plain text paste sources.
  No building_block_id reference is stored on submission_sections.
- Q9 (m, 2026-05-26): four visibility tiers — private / team / firm
  / global.

Schema (mig 149):

- paliad.submission_building_blocks — library catalog. Columns: slug,
  firm (NULL = cross-firm), section_key (binds to one section kind),
  proceeding_family (NULL = any), title_de/_en + description_de/_en
  + content_md_de/_en, author_id, visibility (CHECK in 4-tier set),
  is_published, created_at, updated_at, deleted_at (soft delete).
  RLS: coarse-grained SELECT — every authenticated user sees
  non-deleted non-private rows + own private rows. Tier-specific
  predicate (private/team/firm/global) applied in Go-layer service so
  semantics evolve without RLS migrations. Mutations admin-only (no
  RLS write paths).

- paliad.submission_building_block_admin_versions — append-only
  history per block, retention=20. Admin-side only; NOT referenced
  from submission_sections (per Q2's plain-text-paste model). Exists
  so accidental delete / overwrite are recoverable.

Backend:

- internal/services/submission_building_block_service.go (~510 LoC):
  BuildingBlockService. ListVisible applies tier predicate at query
  time (private = author_id match; firm = firm column NULL OR matches
  branding.Name; team = author shares a project_team with caller via
  paliad.project_teams self-join; global = open). ListAllForAdmin
  drops the predicate. Create + Update + SoftDelete + RestoreVersion
  all transactional; appendVersionTx writes one audit row +
  GC-deletes anything past the retention=20 horizon in the same tx.
  InsertIntoSection (the paste mechanic) clones content_md_<lang>
  into the section row with a "\n\n" separator if section already has
  content. NO building_block_id stamped per Q2.

- internal/handlers/submission_building_blocks.go (~480 LoC): nine
  handlers split between the lawyer-facing picker (list, insert) and
  the admin editor (list, get, create, update, delete, list-versions,
  restore-version, page). buildingBlockUpdateInput uses presence-
  tracking UnmarshalJSON for the four nullable fields (firm,
  proceeding_family, description_de/_en) so PATCH can distinguish
  "no change" from "set to null".

- Routes registered: lawyer-facing under /api/submission-building-blocks,
  admin-gated under /api/admin/submission-building-blocks/* and
  /admin/submission-building-blocks (page).

- Wiring: handlers.Services + dbServices + cmd/server/main.go all
  gain SubmissionBuildingBlock. NewBuildingBlockService takes the
  branding.Name firm hint for the visibility predicate.

Frontend:

- frontend/src/admin-submission-building-blocks.tsx (~85 LoC):
  three-pane admin shell (list / editor / version log) registered
  in build.ts.

- frontend/src/client/admin-submission-building-blocks.ts (~370
  LoC): admin client — list paint, edit form (slug + firm +
  section_key + proceeding_family + title/desc/content per lang +
  visibility radio + is_published toggle), per-block version log
  with restore button. Bilingual labels.

- frontend/src/client/submission-draft.ts: per-section "+ Baustein"
  button on the Composer editor toolbar (Slice B substrate gets one
  more affordance). openBlockPicker opens a modal filtered to the
  section's section_key, 200ms-debounced search by free text against
  title/description/content. Click a hit → POST insert-into-section
  → section row's content_md_<lang> gains the block's content
  appended at the end (Q2's plain-text paste semantic, no lineage).

- ~240 LoC of CSS: modal overlay + picker rows with tier-colored
  visibility chips + admin editor 3-pane grid + form rows + version
  list.

- 12 new i18n keys × 2 langs (admin.building_blocks.*).

Tests:
- TestValidVisibility (8 cases including case-sensitivity + empty).
- TestAppendBlockContent (8 cases covering empty-existing / empty-
  addition / whitespace-only / trailing newline collapse).
- TestBuildingBlockVisibilityConstants pins the 4 string literals
  against drift (RLS predicate + DB CHECK depend on them).

Build hygiene: go build/vet/test -short clean; bun run build clean
(2906 i18n keys, data-i18n scan clean).

Hard rules per ratifications honoured:
- Q2: no building_block_id lineage on sections (paste is plain text).
- Q9: 4 visibility tiers (private/team/firm/global).
- NO behavior change for pre-Composer drafts (the picker just doesn't
  show — section list is hidden for base_id NULL drafts).
- {{rule.X}} aliases preserved (block content goes through the same
  v1 placeholder pass on export as section prose).

NOT in scope per Slice C brief:
- User-authored private blocks (Slice C ships admin curation only;
  any-user create is a follow-up).
- Tier promotion review workflow (admin sets tier directly today).
- Per-section "where is this block used" reverse lookup (no lineage
  to query).
- Slice D's rich-prose features (headings, lists, blockquote) still
  Slice D's job; this Slice doesn't extend the MD walker.

t-paliad-315 Slice C
2026-05-26 20:04:40 +02:00
mAi
987db27831 Merge: t-paliad-305 — Slice B.4 destructive drop: paliad.deadline_rules retired, INSTEAD OF triggers on view (mig 140, snapshot pre_140 same-TX) (m/paliad#93)
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2026-05-26 19:54:27 +02:00
mAi
1129baba7a feat(db,services): Slice B.4 destructive drop — paliad.deadline_rules retired, INSTEAD OF triggers on view route writes (mig 140, t-paliad-305 / m/paliad#93)
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Drops the legacy paliad.deadline_rules table after 3 weeks of dual-write
shadowing (mig 136 → B.2 dual-write → B.3 read cutover via view). The
new tables — paliad.procedural_events, paliad.sequencing_rules,
paliad.legal_sources — are the sole source of truth from this commit
forward.

Pre-flip drift verified clean against prod:
  deadline_rules=231 == sequencing_rules=231 == procedural_events=231
  legal_sources=87
  missing_sr=0, orphaned_sr=0, mismatched_lifecycle=0

* internal/db/migrations/140_drop_deadline_rules.up.sql (new) —
  Single TX, audit-first:
  1. CREATE TABLE paliad.deadline_rules_pre_140 AS TABLE paliad.deadline_rules
     (precedent migs 091/093/095/098 — snapshot in same TX as destructive op).
  2. Final reconciliation UPDATE on paliad.deadlines (no-op when
     drift is already 0; defensive against last-minute writes).
  3. DROP TRIGGER deadline_rules_audit_aiud.
  4. Re-point FKs to sequencing_rules:
     - paliad.appointments.deadline_rule_id → paliad.sequencing_rules(id)
     - paliad.deadline_rule_backfill_orphans.resolved_rule_id → paliad.sequencing_rules(id)
     (the id values are identical — sr.id inherited dr.id at mig 136.)
  5. DROP COLUMN paliad.deadlines.rule_id.
  6. DROP TABLE paliad.deadline_rules.
  7. CREATE INSTEAD OF INSERT + INSTEAD OF UPDATE triggers on
     paliad.deadline_rules_unified. Triggers route writes into the
     three new tables in the same TX, preserving the legacy column
     shape on the wire so RuleEditorService SQL only needs a
     table-name swap, not a structural rewrite. Synthetic-code mint
     expression is byte-identical to mig 136 + the B.2 dual-write
     helper. POST assertions confirm the table is gone, the column
     is gone, and the snapshot matches.

  Trigger design notes (1:N caveat documented in-trigger):
  - PE identity columns (code, name, name_en, description, event_kind,
    primary_party_default, legal_source_id, concept_id) mirror from
    the writing sequencing-rule.
  - PE lifecycle columns (lifecycle_state, published_at, is_active)
    deliberately do NOT mirror — a draft sequencing-rule cloned from
    a published source shares the source's PE; we don't want the
    clone's 'draft' lifecycle to leak back onto the source's PE.
    Practical bound today (1:1 corpus); explicit comment in-trigger
    for the eventual 1:N pattern.

* internal/db/migrations/140_drop_deadline_rules.down.sql (new) —
  Best-effort restore from the snapshot. Triggers / indexes /
  CHECK constraints from historical migrations are NOT replayed;
  operator must reapply 078/079/091/095/098/122/128/134/135 to
  bring the restored table to working shape. The down path is for
  catastrophic recovery, not casual revert.

* internal/services/rule_editor_service.go —
  Six syncDualWriteFromDeadlineRule(...) calls removed (the
  INSTEAD OF triggers now do the fan-out). Five
  INSERT/UPDATE paliad.deadline_rules statements (Create,
  UpdateDraft, CloneAsDraft INSERT+SELECT, Publish, peer-archive,
  flipLifecycle) renamed to paliad.deadline_rules_unified —
  trigger handles the routing.

* internal/services/rule_editor_orphans.go — ResolveOrphan no
  longer writes deadlines.rule_id (column dropped). Sets
  sequencing_rule_id directly + derives procedural_event_id from
  the matching sequencing_rules row in the same UPDATE statement.

* internal/services/deadline_service.go — deadlineColumns now
  lists sequencing_rule_id (Deadline.RuleID still binds to it via
  the db tag rename below). Update path's appendSet("rule_id",…)
  flipped to appendSet("sequencing_rule_id",…) and post-write
  derivation moved to the renamed syncDeadlineProceduralEventID
  helper.

* internal/services/projection_service.go,
  internal/services/submission_vars.go — `WHERE rule_id = $X`
  reads on paliad.deadlines flipped to sequencing_rule_id.

* internal/models/models.go — Deadline.RuleID db tag changed from
  "rule_id" to "sequencing_rule_id". Field name + JSON name kept
  for backward compat with the frontend and existing Go callers;
  semantic value is identical (same UUID).

* internal/services/dual_write.go — Massively trimmed.
  Removed: syncDualWriteFromDeadlineRule, syncDeadlineDualLinks,
  CheckDualWriteDrift, DualWriteDriftReport, HasDrift,
  StartDualWriteDriftCheckLoop. All referenced
  paliad.deadline_rules which no longer exists.
  Kept (renamed): syncDeadlineProceduralEventID — derives
  procedural_event_id from sequencing_rule_id after any
  DeadlineService.Update that touched the back-link.

* cmd/server/main.go — Removed the StartDualWriteDriftCheckLoop
  bootstrap call (and its `time` import that only that call
  needed). Comment notes the retirement.

* internal/services/dual_write_test.go — Removed the final
  CheckDualWriteDrift assertion in
  TestDualWrite_RuleEditorLifecycle (function deleted). The
  per-step asserts against procedural_events / sequencing_rules
  / legal_sources cover the same contract by direct query.

Hard rules followed:
- Audit-first: snapshot precedes destructive ops in the same TX.
- No silent data loss: pre-drop drift was zero; snapshot captures
  the final state; FK re-points use identical UUIDs.
- INSTEAD OF triggers documented in mig 140 — single source of
  truth for the legacy→new mapping.
- Down migration is honest about its scope (catastrophic recovery
  only).

Build + vet clean. TestMigrations_NoDuplicateSlot passes. Live-DB
tests skipped (no TEST_DATABASE_URL in this env) — they'll exercise
the full mig 140 + INSTEAD OF triggers in CI.
2026-05-26 19:53:24 +02:00
mAi
f963b0df34 feat(submissions): Composer Slice B — editable prose sections + anchor-spliced render (m/paliad#141)
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The "Composer actually works" milestone per the design at
docs/design-submission-generator-v2-2026-05-26.md §12 Slice B. Builds on
Slice A's substrate (submission_bases, submission_sections, base_id on
drafts); no new migrations needed.

Backend additions:

- internal/services/submission_md.go (~240 LoC): Markdown → OOXML
  walker. Per the head's Slice B brief, scope is paragraphs +
  bold/italic + blank-line spacing. Placeholders pass through
  unchanged for the v1 substitution pass. CRLF normalisation; nested
  formatting (***bold-italic***); two delimiter forms (* and _);
  XML-escaping for &/</>; explicit empty-paragraph emit so blank
  lines round-trip. 12 unit tests.

- internal/services/submission_compose.go (~470 LoC): SubmissionComposer
  service. Pipeline: ConvertDotmToDocx pre-pass → extract
  word/document.xml → render each included section's content_md_<lang>
  → splice via {{#section:KEY}}/{{/section:KEY}} anchor pairs in
  the body → strip anchors for excluded sections → append unanchored
  sections before <w:sectPr> → repack zip → run v1 placeholder pass.
  RE2-friendly anchor scanner walks markers in body-order and matches
  open/close pairs with a stack (handles unbalanced anchors
  defensively). 6 unit tests covering anchor-mode splice,
  append-mode-no-anchors, excluded-section drop, placeholder
  resolution, lang column pick, order_index ASC.

- internal/services/submission_section_service.go: SectionPatch +
  Update method. Six optional fields (content_md_de/en, included,
  label_de/en, order_index). Sentinel ErrSubmissionSectionNotFound on
  RLS-filtered miss.

- internal/handlers/submission_sections.go (NEW, ~150 LoC):
  PATCH /api/submission-drafts/{draft_id}/sections/{section_id}.
  Owner-scoped via SubmissionDraftService.Get; section-belongs-to-draft
  cross-check. 404 on both missing-draft and section-belongs-elsewhere
  paths.

- internal/handlers/files.go: fetchComposerBaseBytes + composerBaseSlugMap
  reuse the existing Gitea proxy cache for base .docx bytes. hlc-letterhead
  → existing firmSkeletonSubmissionSlug, neutral → existing
  skeletonSubmissionSlug.

- internal/handlers/submission_drafts.go: exportSubmissionDraft helper
  branches on draft.BaseID. When set AND base + bytes + sections all
  resolve → Composer pipeline. Else v1 fallback render path stays.
  Audit metadata jsonb gains "composer": true + "base_id" flag when
  composer was used.

Wiring:
- handlers.Services gains SubmissionComposer.
- dbServices.submissionComposer wired from svc.SubmissionComposer.
- main.go instantiates NewSubmissionComposer with the existing
  SubmissionRenderer (so the {{rule.X}} alias contract stays preserved
  inside section content).

Frontend additions (~400 LoC):
- client/submission-draft.ts: paintSectionList rewritten to render a
  contentEditable per included section with a per-section B/I
  toolbar. Per-section autosave debounced 500ms; mousedown handlers on
  toolbar buttons preserve editor focus mid-command. domToMarkdown
  walks the contentEditable's DOM tree back to Markdown source-of-
  truth (b/strong → **…**, i/em → *…*, div/p → paragraph break, br
  → newline). Updated state.view.sections in-place on PATCH success
  without re-painting (avoids focus-stealing on every keystroke);
  re-paints only on structural changes (included toggle, label edits,
  order changes).

- client/submission-draft.ts: onSectionToggleIncluded hides/shows a
  section via PATCH. flushSectionAutosave on blur force-flushes
  pending edits so leaving an editor doesn't strand unsynced changes.

- styles/global.css: editor surface (contentEditable area with focus
  ring + placeholder), toolbar buttons (B/I 1.8rem squares),
  per-section "Hide"/"Include" toggle in the head row.

- Updated i18n hint copy: "Inhalt pro Abschnitt — Autosave nach
  500ms. Letztes Layout in Word."

Templates regenerated on Gitea:
- _skeleton.docx → composer-mode body (anchors only): blob SHA
  ac0cdeaf49f7cd417ec143e2319ffbb02ec65644.
- _firm-skeleton.docx → composer-mode body (anchors only, preserves
  sectPr → firm header/footer rIds): blob SHA
  f1e9a9fb9a29ca01bf7bee709a45c5dda2a8e317.
- Both uploaded as mAi via --netrc-file ~/.netrc-mai.
- gen-skeleton-submission-template script gains an -anchors flag
  (default true) so future regens emit composer-ready bodies. The
  _firm-skeleton.docx regen was done via a one-off /tmp helper since
  the gen-hl-skeleton-template script requires the proprietary .dotm
  source which lives in HL/mWorkRepo; extending that script to accept
  an existing .docx as input is a follow-up cleanup.

Build hygiene: go build/vet/test -short ./internal/... ./cmd/... all
clean; bun run build clean (2900 i18n keys, data-i18n scan clean).

NO behavior change for pre-Composer drafts (base_id NULL → v1
fallback render path stays compiled in). NO migrations needed in this
slice — sections were already in the schema from Slice A; only
content_md_de/en UPDATEs happen via the new PATCH endpoint.

Hard rules per Q2/Q10 ratification still honoured:
- No building_block_id lineage (Slice C territory; Q2).
- Caption/letterhead/signature are regular prose sections, seeded from
  base spec; lawyer can edit/hide freely (Q10).
- {{rule.X}} aliases preserved (renderer pass unchanged).

NOT in scope per Slice B brief:
- Headings 1–3, lists, blockquote (Slice D's MD walker extension).
- Building blocks library (Slice C).
- Reorder / add-custom-section (Slice F).
- Auto-upgrade of pre-Composer drafts (Slice C — explicitly NOT in
  this slice per head's brief msg #2393).

t-paliad-313 Slice B
2026-05-26 19:45:29 +02:00
mAi
e2969fc358 feat(submissions): Composer Slice A — base picker + read-only section list (m/paliad#141)
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The first slice of the Submission generator v2 ("Composer") per the
design at docs/design-submission-generator-v2-2026-05-26.md §12 Slice A.
Ships the base concept + per-draft section seeding end-to-end with NO
change to the .docx render path — v1 export still works exactly as
today.

Schema (mig 146/147/148):
- paliad.submission_bases — catalog table; one row per template base
  (slug, firm, proceeding_family, label_de/en, gitea_path, section_spec
  jsonb, is_default_for[]). RLS: wide-open SELECT for authenticated
  users, mutations admin-only (handler-enforced, no RLS write paths).
  Seeded with 2 rows: hlc-letterhead → _firm-skeleton.docx; neutral →
  _skeleton.docx. Each section_spec carries the 10-section default
  (letterhead, caption, introduction, requests, facts, legal_argument,
  evidence, exhibits, closing, signature) with bilingual labels +
  bag-driven seed Markdown for caption/letterhead/signature.
- paliad.submission_drafts gains base_id (FK SET NULL, optional) +
  composer_meta jsonb (default '{}'). Purely additive; pre-Composer
  drafts keep base_id NULL → v1 fallback render path stays active.
- paliad.submission_sections — per-draft section rows (draft_id,
  section_key, order_index, kind ∈ {prose,requests,evidence},
  label_de/en, included, content_md_de/en). RLS mirrors
  submission_drafts (owner-scoped + can_see_project, four policies).

Backend:
- BaseService (read-only Slice A): List + GetByID + GetBySlug +
  GetDefaultForCode (firm/family fallback chain).
- SectionService: ListForDraft + Get + SeedFromSpec (transactional
  multi-INSERT).
- SubmissionDraftService.AttachComposer wires both; Create resolves
  the firm default base and seeds base_id + section rows in one tx.
  Composer wiring is additive — when bases==nil the service stays
  v1-shaped.
- Update accepts BaseID **uuid.UUID (set / clear / no-change).
- submissionDraftView gains BaseID, ComposerMeta, Sections fields.
- Routes: GET /api/submission-bases (catalog list). PATCH endpoints
  on both project-scoped and global drafts accept "base_id".

Frontend:
- submission-draft.tsx: base picker dropdown above language toggle
  (hidden until catalog loads); section-list pane above the preview
  (hidden when no rows).
- client/submission-draft.ts: loadBases() parallel-fetches on boot;
  paintBasePicker rebuilds <option> list on every paint; onBaseChange
  PATCHes base_id and repaints; paintSectionList renders each section
  read-only (label + kind chip + excluded badge + Markdown body).
- Per the brief: NO auto-upgrade of existing 11 drafts (that's Slice C).
  Pre-Composer drafts get the picker (catalog still loads) but the
  section pane stays hidden until they pick a base on a new draft.

Tests:
- TestFamilyOfCode + TestBaseSectionSpec_DecodeShape + _EmptyDecode
  (pure unit, no DB).
- TestComposerSeedFlow (live, TEST_DATABASE_URL-gated): asserts mig 146
  seeded 10 default sections on both bases; GetDefaultForCode picks
  hlc-letterhead for HLC/de.inf.lg.erwidg; new draft via Create seeds
  base_id + 10 section rows in tx with ascending order_index and
  bilingual labels populated.

NO behavior change to .docx export — the v1 path stays sole render
path this slice. Composer's anchor-based assembly engine + MD→OOXML
walker land in Slice B.

Build hygiene: go build/vet/test -short clean; bun run build clean
(2900 i18n keys, data-i18n scan clean).

t-paliad-313
2026-05-26 19:23:40 +02:00
mAi
8f1a287549 Merge: t-paliad-305 — Slice B.2: dual-write to deadline_rules + procedural_events/sequencing_rules/legal_sources (m/paliad#93)
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2026-05-26 17:50:57 +02:00
mAi
38ebccc907 feat(services): Slice B.2 dual-write — RuleEditorService writes deadline_rules AND procedural_events / sequencing_rules / legal_sources (t-paliad-305 / m/paliad#93)
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Keeps the parallel new tables (mig 136, Slice B.1) in lock-step with
the legacy paliad.deadline_rules table through every write path on
RuleEditorService. Read paths stay on deadline_rules in B.2 — B.3
flips them and stops legacy writes.

* internal/services/dual_write.go (new) —
  - syncDualWriteFromDeadlineRule(ctx, tx, id): idempotent UPSERT of
    legal_sources + procedural_events + sequencing_rules from the
    just-written deadline_rules row. Pure SQL projection, no Go-side
    struct mapping. Synthetic-code mint expression is byte-identical
    to mig 136 ('null.' || first 8 hex of stripped uuid).
  - syncDeadlineDualLinks(ctx, tx, deadlineID): mirrors a deadline's
    legacy rule_id back-link onto deadlines.procedural_event_id +
    sequencing_rule_id. Handles NULL rule_id naturally (collapses both
    new columns to NULL).
  - CheckDualWriteDrift(ctx, conn): nine read-only count queries +
    integrity joins. Returns DualWriteDriftReport. HasDrift() bool for
    log routing.
  - StartDualWriteDriftCheckLoop(ctx, conn, interval): goroutine ticker
    that runs CheckDualWriteDrift every `interval` (default 6h) for
    the lifetime of ctx. Clean run logs at INFO; drift at WARN with
    full report.

* internal/services/rule_editor_service.go —
  - Create / UpdateDraft / CloneAsDraft / Publish / flipLifecycle
    each call syncDualWriteFromDeadlineRule(ctx, tx, id) after the
    deadline_rules mutation, before tx.Commit. Publish syncs BOTH the
    published draft AND the cloned-from peer it just archived as a
    cascade. The audit_reason already set via setAuditReasonTx
    propagates to the new-table writes (same TX, same session).

* internal/services/rule_editor_orphans.go —
  - ResolveOrphan calls syncDeadlineDualLinks after UPDATE
    paliad.deadlines SET rule_id = $1, so the parallel new columns
    follow the legacy back-link.

* internal/services/deadline_service.go —
  - DeadlineService.Update calls syncDeadlineDualLinks when
    input.RuleSet is true (auto/custom rule swap from t-paliad-258).

* cmd/server/main.go —
  - Spawns StartDualWriteDriftCheckLoop alongside CalDAV sync and
    reminder scanner. Inherits bgCtx so the goroutine stops on
    SIGTERM. Interval 6h.

* internal/services/dual_write_test.go (new) —
  - TestDualWrite_RuleEditorLifecycle: Create → UpdateDraft → Publish
    → Archive, asserts the new tables mirror at each step. Final
    CheckDualWriteDrift returns zero drift.
  - TestDualWrite_SyntheticCodeForNullSubmission: rule created with
    submission_code=NULL gets a 'null.<8hex>' procedural_events row
    matching mig 136's mint expression byte-for-byte.

Scope decisions documented in the commit:

- B.2 keeps read paths on deadline_rules. paliadin's "Read paths fall
  back to legacy" reads as "reads stay on legacy as the safety net
  while drift-check validates the new tables". B.3 swaps reads to
  new tables only AND stops writing to deadline_rules — that's a
  separate slice per the design's §5.2/§5.3 split.

- B.2 does NOT modify submission_drafts, projection_service, the
  Fristenrechner calculator, the SubmissionVarsService, the
  Schriftsätze list query, or any other reader. They keep reading
  deadline_rules unchanged. The new tables are populated in parallel
  for B.3's cutover.

- Audit triggers on deadline_rules continue to fire as before. The
  new tables have no audit triggers yet (a later slice can add
  parallel audit rows once the new tables are authoritative).

- Drift-check uses default 6h interval — short enough that a broken
  dual-write surfaces within the same business day, long enough that
  the count-COUNTs don't churn the pool. Override via the caller in
  cmd/server.

Hard rules followed:
- audit_reason set on every TX before any deadline_rules mutation
  (existing pattern; new-table writes share the same reason).
- No destructive op (B.2 is strictly additive in behaviour).
- New helpers idempotent (UPSERT ON CONFLICT DO UPDATE) — safe to
  call twice, safe to re-run after a partial failure.

Build + vet clean. TestMigrations_NoDuplicateSlot passes.
2026-05-26 17:49:48 +02:00
mAi
cd5f752a0e feat(litigationplanner): scenarios — paliad.scenarios jsonb table + Catalog API + engine adapter (Slice D, t-paliad-306, m/paliad#124 §5)
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A scenario is a named composition of existing proceedings + flags +
per-card choices + anchor dates. Users compose, they don't author —
spec references existing rules by submission_code; never creates new
rules. Per m's 2026-05-26 AskUserQuestion picks (doc commit 6e58595):
  Q1 composition: primary + spawned (v1); multi-proceeding peer
                  compose is the v2 goal (spec.proceedings[] array)
  Q2 scope:       per-project + abstract (project_id NULL = abstract)
  Q3 trigger:     per-anchor overrides over one base date
  Q4 storage:     NEW paliad.scenarios table with jsonb spec
                  (NOT a project_event_choices column extension)

Migration 145 — additive only. Pre-flight coordination check:
  - On-disk max: 138 (Berufung backfill, just merged).
  - Live DB tracker: 106 (significantly behind — many migs pending
    deploy).
  - curie's #93 B.2-B.6 migs not pushed yet — reserved 139-143 + 144
    as buffer; claimed 145 as the safe minimum that won't collide.
  - paliad.scenarios has audit_reason NOT applicable (no audit
    trigger on the table); updated_at trigger added on the table
    itself.
  - paliad.projects gains active_scenario_id uuid NULL FK with ON
    DELETE SET NULL (mig 134 lesson — no updated_at clauses on
    proceeding_types-style assumptions).

Schema:
  paliad.scenarios (
    id uuid pk,
    project_id uuid NULL FK → projects(id) ON DELETE CASCADE,
    name text NOT NULL CHECK char_length > 0,
    description text NULL,
    spec jsonb NOT NULL CHECK jsonb_typeof = 'object',
    created_by uuid NULL FK → users(id) ON DELETE SET NULL,
    created_at + updated_at timestamptz,
    UNIQUE NULLS NOT DISTINCT (project_id, created_by, name)
  );
  paliad.projects.active_scenario_id uuid NULL FK;
  RLS: project-scoped → can_see_project; abstract → created_by = auth.uid();
  Trigger: scenarios_touch_updated_at_trg.

pkg/litigationplanner additions:
  - Scenario struct (db + json tags)
  - ScenarioSpec / ScenarioProceeding / ScenarioCardChoice — parsed
    view of the jsonb (version-1 today, v2 multi-peer-ready)
  - ParseSpec(raw) + ScenarioSpec.PrimaryProceeding() + CalcOptionsFromSpec()
  - ScenarioFilter + Catalog.LoadScenarios + Catalog.MatchScenario
  - CalculateFromScenario(scenario, catalog, holidays, courts) — high-
    level engine entry: parses spec → builds CalcOptions → delegates
    to Calculate
  - Sentinel errors: ErrUnknownScenario, ErrInvalidScenario,
    ErrScenarioNoPrimary

paliadCatalog impl:
  - LoadScenarios with progressively-built WHERE clauses (project-id
    filter, abstract-for-user filter, or all)
  - MatchScenario by id — returns ErrUnknownScenario on not-found
  - Services connection bypasses RLS; ScenarioService enforces
    visibility at the application layer (mirrors EventChoiceService
    pattern from t-paliad-265)

SnapshotCatalog impl (embedded/upc):
  - LoadScenarios returns empty slice (no scenarios in the snapshot)
  - MatchScenario returns ErrUnknownScenario

internal/services/scenario_service.go:
  - Create / Get / ListForProject / ListAbstractForUser / Patch /
    SetActive / Delete with visibility checks
  - validateSpec checks version, base_trigger_date format, every
    proceedings[*].code resolves to an active paliad.proceeding_types
    row, every appeal_target is valid, every anchor_overrides date
    parses, every role ∈ {primary, peer}
  - SetActive validates the scenario belongs to the requested project
    (a scenario from a different project can't be active here)
  - Returns ErrScenarioNotVisible for failed visibility checks

REST endpoints (registered in handlers.go):
  GET    /api/scenarios?project=<id>             — list project's
  GET    /api/scenarios?abstract=true            — list user's abstract
  GET    /api/scenarios/{id}                     — one
  POST   /api/scenarios                          — create
  PATCH  /api/scenarios/{id}                     — partial update
  DELETE /api/scenarios/{id}                     — remove
  PUT    /api/projects/{id}/active-scenario      — set / clear active

Handler error mapping:
  - ErrUnknownScenario / ErrScenarioNotVisible → 404
  - ErrInvalidInput / ErrInvalidScenario / ErrScenarioNoPrimary → 400
  - everything else → 500

Tests:
  - pkg/litigationplanner/scenarios_test.go: ParseSpec roundtrip
    (well-formed + unknown version + malformed json),
    PrimaryProceeding zero/multi/single, CalcOptionsFromSpec full
    unpack, trigger_date_override path, no-base-trigger safety check.
    8 cases total, all DB-free.

Wired in cmd/server/main.go alongside EventChoice — same pattern,
nil-safe when DATABASE_URL is unset (handlers 503 in that mode).

Acceptance:
  - go build ./... clean
  - go test ./... all green (incl. new scenarios tests)
  - Pre-flight audit confirmed mig 145 number is safe vs curie's
    pending B.2-B.6 range
2026-05-26 17:48:56 +02:00
mAi
ce28ea972e feat(litigationplanner): embedded UPC snapshot + generator (Slice C, m/paliad#124 §19)
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Lays the foundation for youpc.org's cross-repo integration: an
in-package UPC subset of paliad's deadline corpus, embedded as JSON,
that any consumer can use to run the litigationplanner engine without
DB access.

Generator (cmd/gen-upc-snapshot):
  - Reads paliad's live DB (DATABASE_URL), applies pending migrations
    to match schema HEAD, SELECTs the UPC subset
    (proceeding_types WHERE jurisdiction='UPC' AND is_active=true,
    deadline_rules WHERE lifecycle_state='published' AND is_active=true
    on those proceedings, referenced trigger_events, DE+UPC holidays,
    UPC courts).
  - Writes pretty-printed JSON to
    pkg/litigationplanner/embedded/upc/{proceeding_types, rules,
    trigger_events, holidays, courts, meta}.json.
  - Idempotent — same DB state → same output (modulo
    meta.generated_at + auto-versioned suffix).
  - Date-stamped versioning (YYYY-MM-DD-N) with same-day suffix bump.
  - Operator runbook in cmd/gen-upc-snapshot/README.md.

Embedded subpackage (pkg/litigationplanner/embedded/upc/):
  - embed.go    — //go:embed *.json + LoadMeta()
  - snapshot.go — SnapshotCatalog (full lp.Catalog impl: LoadProceeding
    / LoadProceedingByID / LoadRuleByID / LoadRuleByCode /
    LoadRulesByTriggerEvent / LoadTriggerEventsByIDs / LookupEvents);
    O(1) map lookups; LookupEvents linear over the < 100-row UPC corpus.
  - holidays.go — SnapshotHolidayCalendar implementing lp.HolidayCalendar
    (IsNonWorkingDay / Adjust* with structured AdjustmentReason).
  - courts.go   — SnapshotCourtRegistry implementing lp.CourtRegistry.
  - Compile-time assertions (_ lp.X = (*Snapshot*)(nil)) catch
    interface drift.

Wire-up for consumers:
  cat, _ := upc.NewCatalog()
  hc, _  := upc.NewHolidayCalendar()
  cr, _  := upc.NewCourtRegistry()
  timeline, _ := lp.Calculate(ctx, "upc.inf.cfi", "2026-05-26",
                              lp.CalcOptions{}, cat, hc, cr)

Tests (snapshot_test.go, all DB-free):
  - meta parses cleanly, non-zero counts
  - LoadProceeding(upc.inf.cfi) returns expected proc + rules
  - LoadProceeding(unknown) returns ErrUnknownProceedingType
  - LookupEvents(Jurisdiction:UPC, all-following) covers corpus
  - LookupEvents(party=defendant, next) scopes anchors correctly
  - engine end-to-end via lp.Calculate against the embedded snapshot
  - holiday calendar (weekends, DE closures, UPC vacation block)
  - court registry (empty courtID fallback, known + unknown court)

Placeholder data shipped (2 proceedings, 2 rules, 5 holidays, 2
courts) so tests run without a live DB. Operator regenerates against
prod via `make snapshot-upc` once migrations 134 (B1) and 135 (B3)
have landed on prod — see cmd/gen-upc-snapshot/README.md for the
runbook. The placeholder's meta.version is suffixed `-placeholder`
to make the regeneration delta obvious.

Makefile target:
  make snapshot-upc — wraps the generator + reruns the snapshot tests

Design (§19 of docs/design-litigation-planner-2026-05-26.md):
  - Embedding format: go:embed JSON (diff-friendly, no compile coupling)
  - Generator entry: cmd/gen-upc-snapshot/main.go (idiomatic Go cmd path)
  - Versioning: meta.json carries semver + generated_at + paliad_commit
  - Regeneration: manual via Make target or `go generate`; no CI cron in v1
  - Out of scope: snapshot signing, DE/EPA/DPMA snapshots, snapshot
    diff tooling

Acceptance:
  - go build clean, go test all green (incl. 6 new tests in
    pkg/litigationplanner/embedded/upc, all DB-free)
  - SnapshotCatalog passes the compile-time lp.Catalog assertion
  - Generator binary builds + runs (Idempotence verified by re-running
    against the same source data)
2026-05-26 15:11:07 +02:00
mAi
c901293c9c feat(cicd): Slice A — pre-deploy gate + role-split migration smoke
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Adds .gitea/workflows/test.yaml that gates every push on `go build`,
`bun run build`, `go vet`, the migration coordination check, and the
role-split end-to-end migration smoke. On push to main + green, calls
Dokploy's compose.deploy API and polls /health/ready until 200.

t-paliad-282 / m/paliad#114. Design: docs/design-cicd-pre-deploy-gate-2026-05-25.md
(inventor shift on mai/cronus/inventor-ci-cd-pre).

Catches all three of today's outage classes:

  brunel (~13:20) slot collision     -> TestMigrations_NoDuplicateSlot
  hermes (~16:05) dropped-col refs   -> TestBootSmoke
  mig 129 (~14:56) 42501 ownership   -> TestMigrations_EndToEndAsAppRole

Snapshot approach. internal/db/testdata/prod-snapshot.sql is a pg_dump
of youpc-supabase paliad schema + applied_migrations rows. CI restores
this into a fresh `supabase/postgres:15.8.1.060` (same image, same role
topology as prod) and runs ApplyMigrations as the `postgres` role
(which is NOT a superuser on supabase/postgres, matching prod). Existing
migrations are skipped (already in applied_migrations); only NEW migs
from the PR run end-to-end. This sidesteps the fresh-DB idempotence
debt in some historical migrations (mig 037 missing pg_trgm, mig 051
inner COMMIT) — those are tracked separately and don't block the gate.

Sub-changes:

- internal/handlers/handlers.go — new /health/ready endpoint distinct
  from /healthz. /healthz stays liveness (process alive, no DB); /ready
  is readiness (DB pool pings within 2 s). Returns 503 when svc or pool
  is nil (DB-less deploys are intentionally not-ready). svc.Pool added
  to handlers.Services, wired in cmd/server/main.go.

- internal/db/migrate_test.go — TestMigrations_NoDuplicateSlot (pure
  unit, catches brunel) and TestMigrations_EndToEndAsAppRole (snapshot-
  gated, catches the 42501 class).

- cmd/server/main_smoke_test.go — TestBootSmoke now also asserts
  /health/ready returns 503 with a nil svc. New TestHealthReady_Live
  asserts 200 against a live pool.

- internal/db/migrations/024_rename_department_columns.up.sql and
  027_rename_to_partner_units.up.sql — ALTER INDEX / ALTER POLICY
  exception handlers now catch undefined_object OR undefined_table OR
  duplicate_object. Old handler only caught undefined_object; Postgres
  raises undefined_table when source object never existed, and
  duplicate_object when destination already exists. The expanded
  handlers make these migrations truly idempotent across all plausible
  starting states.

- Makefile — verify-mig-app, test-frontend, refresh-snapshot targets.
  refresh-snapshot pg_dumps youpc-supabase prod (needs PALIAD_PROD_DATABASE_URL),
  strips pg16 \restrict commands for pg15 restore compat, and filters
  applied_migrations rows to this branch's max on-disk version.

- internal/db/testdata/README.md — explains the snapshot's purpose,
  refresh procedure, and how to verify locally.

- docs/cicd-runner-setup-2026-05-25.md — one-time admin steps for
  registering a Gitea Actions runner on mriver and wiring DOKPLOY_TOKEN
  as a repo secret. Documents soft-launch plan per m's Q11.4 (keep
  Dokploy's autoDeploy=true webhook alive for one week, disable after
  the workflow has gated 5 successful deploys).

Build clean. Full go test ./internal/... ./cmd/... green without
TEST_DATABASE_URL. With TEST_DATABASE_URL + TEST_APP_DATABASE_URL set
to a supabase/postgres scratch + snapshot restored:
TestMigrations_NoDuplicateSlot, TestMigrations_EndToEndAsAppRole,
TestBootSmoke, TestHealthReady_Live all pass. Live-DB service tests in
internal/services/* fail under supabase/postgres 15.8 with a 42P08
parameter-binding error (unrelated to Slice A — tracked as a follow-up).
2026-05-25 17:42:06 +02:00
mAi
bf60fc1400 feat(t-paliad-265): projection engine + HTTP handlers for per-card choices
m/paliad#96 — slice A engine + slice B engine wired together (per
m's Q4 bundling decision in §11 of the design doc).

Engine (internal/services/fristenrechner.go):
- CalcOptions gains PerCardAppellant map, SkipRules set, IncludeCCRFor
  set. All three keyed by paliad.deadline_rules.submission_code (same
  key AnchorOverrides uses).
- UIDeadline gains AppellantContext (per-decision pick that propagates
  to descendants via parent_id chain) + ChoicesOffered (passes the
  jsonb through to the frontend so the caret renders).
- Calculate honours all three:
  * IncludeCCRFor non-empty → append with_ccr to flag set before gate
    evaluation (v1 simplification documented in CalcOptions comment;
    correct for single-CCR-entry-point proceedings).
  * SkipRules suppression via submission_code match AND parent_id
    cascade (descendants suppress too — one-pass walk in sequence_order).
  * AppellantContext: each rule with its own per-card pick stamps its
    UUID; descendants inherit via parent_id lookup; "" = no override.

HTTP:
- /api/projects/{id}/event-choices GET / PUT / DELETE — full CRUD
  with visibility gate, audit-logged via paliad.system_audit_log.
- POST /api/tools/fristenrechner accepts either projectId (server
  pulls choices from project_event_choices) OR inline perCardChoices
  (unbound /tools/verfahrensablauf surface). Inline wins when both.

Services wiring:
- EventChoiceService instantiated in cmd/server/main.go; threaded into
  handlers.dbServices.eventChoice.
2026-05-25 16:45:21 +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
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
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
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
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
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
48f78a713b feat(dashboard): t-paliad-219 Slice A2 — HTTP handlers + service wiring
Four endpoints for the per-user dashboard layout:

- GET  /api/me/dashboard-layout         (auto-seeds factory on first call)
- PUT  /api/me/dashboard-layout         (validates against catalog)
- POST /api/me/dashboard-layout/reset   (overwrites with factory default)
- GET  /api/dashboard-widget-catalog    (catalog metadata for the picker)

Catalog endpoint is DB-independent by design — knowledge-platform-only
deployments (no DATABASE_URL) still surface the widget metadata. The
layout endpoints 503 when the service is unwired, matching the pattern
established by handleListCardLayouts / handleListPinnedProjects.

Wired through services.Services → handlers.dbServices via the
DashboardLayout field. main.go gains a single NewDashboardLayoutService
call next to NewCardLayoutService.

ErrInvalidInput from the service maps to 400; everything else flows
through writeServiceError for the existing 500/503 fallthrough.

go build + go vet + go test ./internal/services/ -short all clean.
2026-05-20 13:55:56 +02:00
mAi
694c7a53ad feat(caldav): Slice 2a backend cut-over — bindings-driven sync (t-paliad-212)
Cuts the CalDAVService sync engine over from the Phase F scalar
calendar_path to the binding-row model introduced in Slice 1
(mig 101). Invisible-but-shippable: existing Phase F users keep
their backfilled all_visible binding, new users hitting the legacy
PUT /api/caldav-config get an auto-created all_visible binding so
the "configure → it just works" UX survives. Slice 2b adds the
picker UI and write APIs on top.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Follow-up: mig 108_drop_legacy_trackers (DROP paliad.paliad_schema_migrations
and public.paliad_schema_migrations) after one or two deploys of burn-in
on this slice.
2026-05-20 12:59:16 +02:00
mAi
2c94420a4b feat(submissions): t-paliad-215 Slice 1 — HTTP layer + wiring
Two endpoints under /api/projects/{id}/:

  GET /submissions
       Lists the project's filing-type rules (event_type='filing',
       lifecycle_state='published') for the project's proceeding,
       each annotated with has_template via the registry's cheap
       SHA-only probe. Powers the SubmissionsPanel.

  GET /submissions/{code}/generate
       Renders the .docx and streams it back as an attachment with
       Content-Disposition: attachment; filename="…". Writes three
       audit records: paliad.system_audit_log (event_type=
       'submission.generated'), paliad.project_events (event_type=
       'submission_generated', surfaces in Verlauf / SmartTimeline),
       and paliad.documents (doc_type='generated_submission',
       file_path NULL — bytes are regenerable from inputs per m's
       Q3 pick, no server-side binary). All three writes use a 10s
       background context so the user still gets the download if
       audit insertion races a slow DB.

File naming follows §7 of the design:
  {rule.name}-{project.case_number}-{YYYY-MM-DD}.docx with locale-
  aware rule.name and slash→underscore sanitisation on
  case_number. Empty case_number falls back to an 8-hex-char id from
  the project UUID.

Visibility: ProjectService.GetByID gates every request; 404 (not
403) on no-access to avoid project enumeration. No profession floor
— matches every other write surface in paliad.

Wired into handlers.Services + dbServices + cmd/server/main.go.
Singletons constructed once at boot; no per-request allocation. No
migration needed — paliad.documents has no CHECK on doc_type, so
'generated_submission' is purely additive.
2026-05-19 13:42:51 +02:00
mAi
28c7215458 feat(export): t-paliad-214 Slice 1 backend — personal sync export endpoint + xlsx/json/csv writer
Adds GET /api/me/export streaming a deterministic .zip bundle of the
caller's RLS-visible projection (per design §2.3): projects, deadlines,
appointments, parties, notes, documents (metadata), audit events,
approval requests, checklist instances + personal sidecars (me row,
caldav config without ciphertext, views, pins, card layouts, paliadin
turns) + reference data (proceeding_types, event_types, deadline_rules,
courts, countries, holidays …) + restricted users_referenced sheet.

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

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

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

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

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

Design: docs/design-paliad-data-export-2026-05-19.md §7 Slice 1.
2026-05-19 12:51:52 +02:00
mAi
586ba29b86 feat(test): migration dry-run gate + boot smoke (Slice 1)
Slice 1 of docs/design-paliad-test-strategy-2026-05-19.md — the test
infrastructure that would have caught mig 098 (digit-regex) and mig 099
(missing audit_reason) before the deploy hit prod.

Three new files + one route addition:

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

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

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

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

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

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

Per CLAUDE.md inventor → coder gate, NOT self-merged.
2026-05-19 12:41:15 +02:00
mAi
edc81bbbc2 feat(t-paliad-194): AichatPaliadinService + PALIADIN_BACKEND=aichat env gate (m/paliad#38 Phase B)
Adds the Phase B paliad-side migration: a thin HTTP client of the
centralized aichat backend shipped in m/mAi#207 Phase A (darwin's
mai/darwin/issue-207-aichat branch). Implements the same services.Paliadin
interface as LocalPaliadinService / RemotePaliadinService — handler
plumbing is unchanged, the cutover is a single env-var flip.

internal/services/aichat_paliadin.go (~530 LoC):
  - POST /chat/turn + POST /chat/reset + GET /chat/health via the aichat
    JSON envelope (mirrors m/mAi internal/aichat/api/types.go verbatim;
    no module import to keep paliad self-contained).
  - Per-turn HS256 JWT mint (uses paliadin_jwt.go from the prior commit)
    when SUPABASE_JWT_SECRET is configured. Aichat owns file write +
    cleanup; we just sign and ship.
  - Service-wide health-gate cache (10 s success window, no failure
    cache — failures re-probe so recovery surfaces immediately).
  - Per-user-window primer cache. Pulls up to MaxPrimerTurns prior
    exchanges from paliad.paliadin_turns and ships them in TurnRequest.
    Primer so a pane respawn (pane_spawned=true in response) doesn't
    strand the user with a cold claude. Cleared on ResetSession +
    pane_spawned response.
  - Username from email_localpart per m's §13 Q2 pick (sanitized inside
    aichat). Nil-DB fallback: "user-<uuid8>".
  - Maps aichat's typed wire errors (auth_failed, persona_unknown,
    mriver_unreachable, bootstrap_failed, timeout, shim_error) onto
    paliad's existing audit-row codes — preserves the German i18n table
    in paliadin.ts unchanged (no new strings needed per design §11).

cmd/server/main.go:
  - PALIADIN_BACKEND env: "aichat" → AichatPaliadinService, anything
    else → existing remote/local/disabled tree. Default = legacy, so
    every existing deploy is byte-identical until flipped.
  - buildAichatPaliadinConfig validates AICHAT_URL + AICHAT_TOKEN at
    boot; AICHAT_PERSONA defaults to "paliadin". JWT secret threaded
    in so per-user RLS is on by default.

Tests cover constructor defaults, health-gate caching + retry +
expiry, ResetSession wiring, error-envelope decoding + classifier,
HTTP-layer auth/JSON wiring via a roundTripper, JWT mint integration,
TurnContext → meta packing, and the env-gate helper. go test ./...
green. NOT self-merged — head owns the merge per task instructions.
2026-05-15 03:03:34 +02:00
mAi
7decc5095f feat(t-paliad-191): admin rule-editor HTTP API
Phase 3 Slice 11a admin endpoints under /admin/api/rules, all
gated through auth.RequireAdminFunc:

  GET    /admin/api/rules                  — paginated list with filters
  GET    /admin/api/rules/{id}             — full row
  POST   /admin/api/rules                  — create draft
  PATCH  /admin/api/rules/{id}             — update draft only
  POST   /admin/api/rules/{id}/clone-as-draft
  POST   /admin/api/rules/{id}/publish
  POST   /admin/api/rules/{id}/archive
  POST   /admin/api/rules/{id}/restore
  GET    /admin/api/rules/{id}/audit       — paginated audit log
  GET    /admin/api/rules/{id}/preview     — preview-on-trigger-date
  GET    /admin/api/rules/export-migrations — SQL blob for the
                                              migration-export flow

Every write endpoint takes a `reason` body field; missing reason →
HTTP 400 (ErrAuditReasonRequired surfaced by the service). The
service writes the reason into paliad.audit_reason in the same tx
as the UPDATE so mig 079's trigger captures it.

writeRuleEditorError maps service-level typed errors to HTTP
statuses (404 for ErrRuleNotFound, 409 for ErrInvalidLifecycleState
+ ErrCyclicSpawn, 400 for ErrAuditReasonRequired + ErrInvalidInput).

dbServices gains a ruleEditor field; Services.RuleEditor in the
public bundle gets wired from main.go via NewRuleEditorService.

Route ordering: export-migrations is registered BEFORE the
{id}-shaped routes so the static path doesn't get captured by the
{id} placeholder. (Go 1.22+'s ServeMux requires the explicit
registration order for shadowing-resolution.)

Frontend (Slice 11b) will hire a new coder to surface the API in
an admin UI. Slice 11a ships the backend in isolation so the editor
can drive the lifecycle via curl / mai instructions today.
2026-05-15 01:50:15 +02:00
mAi
7bfec310a0 feat(t-paliad-187): POST /api/tools/event-trigger handler + wiring
Phase 3 Slice 6 handler. Decodes JSON body (eventTypeId, conceptId,
triggerDate, flags, courtId, perspective), validates required
fields (triggerDate + at least one identifier), parses UUIDs (400
on malformed), delegates to EventTriggerService.Trigger, surfaces
ErrInvalidInput as 400 with the service's German user-facing
message.

Wiring:

  - dbServices gains an eventTrigger pointer (handlers package
    internal type) wired from handlers.Services.EventTrigger.
  - handlers.Services.EventTrigger is the new exported field; the
    bundle constructor in main.go fills it from
    NewEventTriggerService(pool, rules, holidays, courts).
  - Route registered as POST /api/tools/event-trigger on the
    protected mux, sibling to the existing /api/tools/fristenrechner
    and /api/tools/event-deadlines endpoints.

Returns 503 when DATABASE_URL is unset (matches every other
calculator endpoint's behaviour). Returns same JSON shape as
/api/tools/fristenrechner so the frontend can render with the
existing timeline renderer.
2026-05-15 01:09:20 +02:00
mAi
8a814e3442 refactor(t-paliad-184): EventDeadlineService.Calculate delegates
Phase 3 Slice 3 service-side rewire. EventDeadlineService.Calculate
now:

  1. Looks up trigger event metadata (unchanged — the legacy response
     shape still carries TriggerEvent + TriggerDate at the top level).
  2. SELECTs source event_deadlines rows for the trigger to recover
     (id, duration, alt_*, combine_op, notes_en) — the unified
     UIResponse drops those fields. SELECT is still allowed by the
     mig 086 read-only trigger; only writes are blocked.
  3. Delegates the rule SELECT + math to FristenrechnerService.Calculate
     with TriggerEventIDFilter set.
  4. Merges the unified result with the source rows (join by Name =
     title_de) to produce the legacy EventDeadlineResult shape with
     ID, ruleCodes, isComposite, compositeNote intact.
  5. Loads rule_codes from event_deadline_rule_codes (also still
     readable) by source.id.

Public signature unchanged — /api/tools/event-deadlines callers see
no diff. The legacy applyDuration / addWorkingDays helpers stay on
EventDeadlineService for the pure-Go unit tests + the composite-note
leg-pick that the unified UIDeadline doesn't expose.

main.go wiring: NewEventDeadlineService gains the FristenrechnerService
dependency.
2026-05-15 00:41:20 +02:00
m
85d7dd497c feat(t-paliad-173): SmartTimeline Slice 2 backend — projection + anchor + skip + sequence guard
Slice 2 of the SmartTimeline (docs/design-smart-timeline-2026-05-08.md
§6 + §9 + §10) bundled with m/paliad#31's layered requirements:

Migration 076:
- appointments.deadline_rule_id nullable FK to deadline_rules + partial idx
- deadlines.source CHECK widened to include 'anchor' (alongside existing
  'manual','fristenrechner','rule','import').

ProjectionService (extended):
- Wires FristenrechnerService + DeadlineRuleService.
- For() now emits Kind="projected" rows for any rule lacking a matching
  paliad.deadlines.rule_id / appointments.deadline_rule_id row, with
  Status in {predicted | predicted_overdue | court_set}.
- Lookahead cap (default 7, override via ?lookahead=N, max 50): future
  predicted rows beyond N are dropped; predicted_overdue + court_set
  rows are exempt from the cap (#31 layer 1).
- Dependency annotations DependsOnRuleCode/Date/Name on every row that
  carries a DeadlineRuleID, walked from the rule's parent_id chain
  (#31 layer 2). Date prefers actuals over projections.
- AnchorOverrides built from completed deadlines (completed_at /
  status='completed') + appointments tied via deadline_rule_id.
- triggerDate derives from the proceeding's root rule's anchor when
  present, else today() as placeholder.

Anchor write path (POST /api/projects/{id}/timeline/anchor):
- Sequence guard: if rule.parent_id has no anchored actual, return
  409 predecessor_missing with the missing rule's code/name DE+EN +
  pre-formatted bilingual messages so the frontend can render an
  inline error with a "Stattdessen <predecessor> erfassen" link
  (#31 layer 3, no confirm-and-write override in v1).
- kind dispatch: rules with event_type IN ('hearing','decision','order')
  write paliad.appointments with deadline_rule_id; everything else
  writes paliad.deadlines with source='anchor', status='completed',
  completed_at=actual_date.
- Idempotent: existing (project_id, rule_id) row PATCHes instead of
  inserting (race-safe per design §13).

Skip write path (POST /api/projects/{id}/timeline/skip):
- Writes paliad.project_events with event_type='rule_skipped' +
  metadata.rule_code; subsequent reads drop the matching projected
  row from the cascade (§6.4).

Handlers expose projection meta via X-Projection-{Has,Total,Shown,Overdue,Lookahead}
headers so the wire shape stays []TimelineEvent (frozen since Slice 1).
2026-05-09 15:33:20 +02:00
m
afd3aab2b2 feat(t-paliad-171): SmartTimeline backend skeleton — ProjectionService + /timeline endpoint
Slice 1 of the SmartTimeline (Verlauf-tab redesign). Adds a new service
layer + two HTTP endpoints; no projection logic yet (Slice 2). The wire
shape (TimelineEvent) is frozen so future slices add Kind="projected"
rows additively without breaking the frontend consumer.

ProjectionService.For composes three actuals streams for one project:
  - paliad.deadlines           → Kind="deadline"
  - paliad.appointments        → Kind="appointment"
  - paliad.project_events with
    timeline_kind IS NOT NULL  → Kind="milestone"

Visibility goes through the existing inline mirror of
paliad.can_see_project on each underlying service — no new RLS surface.
DirectOnly mirrors the existing "Inkl. Unterprojekte" toggle on
/projects/{id}; IncludeAuditFull broadens project_events to the full
audit log behind the upcoming "Audit-Log anzeigen" header toggle.

ProjectionService.RecordCustomMilestone backs POST /timeline/milestone
("Eigener Meilenstein") — the only write path in Slice 1.

Tests: unit (sort order, status mapping, kind tiebreak — runs by default)
plus a live integration test that seeds one project + dl + appt +
milestone and asserts the merge surfaces all three with the right
ordering. Live test gated on TEST_DATABASE_URL per the existing
convention.

Design ref: docs/design-smart-timeline-2026-05-08.md §2.3 + §9.2 + §10.
2026-05-08 23:34:06 +02:00
m
d2790a0461 feat(paliadin): reconcile late responses via janitor + chat polling
When Claude writes the response file after the 60 s pollForResponse
window expires (e.g. the tmux pane was busy mid-turn when the message
arrived), the SSE stream has already closed with an error and the
file sits unread on disk forever. The chat shows a permanent timeout
even though the answer exists.

Backend:
- LocalPaliadinService.StartJanitor: scans responseDir every 2 s and
  patches rows whose response is still NULL when the file lands.
  completeTurnLate stamps error_code='late' so the FE can render a
  marker. Guarded with WHERE response IS NULL to never overwrite a
  real response if RunTurn races.
- Paliadin.GetTurn(callerID, turnID) on the shared paliadinDB. Same
  visibility predicate as ListRecentTurns.
- GET /api/paliadin/turns/{id} — owner-gated; lets the chat UI
  discover late-arrived responses without a refresh.

Frontend:
- paliadin-late-poll.ts: shared 3 s / 10 min poller.
- paliadin.ts + paliadin-widget.ts: on SSE error, show
  "wartet auf späte Antwort", kick off the poller, swap bubble in
  place when response arrives + retroactively persist to history.
- i18n: paliadin.late.waiting + paliadin.late.marker (DE/EN).
- CSS: --late-pending opacity tweak, --late neutral background,
  italic-grey "verspätet" tag.
2026-05-08 20:56:53 +02:00
m
97a412498d feat(t-paliad-155): real Claude SKILL.md + per-user tmux session
Move Paliadin's persona + response protocol from a tmux-keystroke-injected
system prompt into a real Claude skill at ~/.claude/skills/paliadin/SKILL.md
(repo source: scripts/skills/paliadin/SKILL.md, install script:
scripts/install-paliadin-skill). Claude's skill router auto-matches the
[PALIADIN:<uuid>] envelope on every turn, so the protocol contract
survives /clear, fresh sessions, and pane restarts — root-cause fix for
the post-/clear stuck-spinner that triggered this task.

Per-user tmux session keying: each Paliad user gets a session named
<prefix>-<userid8> (first 8 hex chars of UUID). One persistent session
per user, conversation history accumulates per visit, ResetSession kills
the session entirely. Health-check cache becomes per-session.

Service-side simplifications:
- paliadin_prompt.go (paliadinSystemPrompt) deleted; trailer parser stays
  in paliadin.go.
- paliadin_remote.go: ensureBootstrapped removed; healthGate takes a
  session arg + caches per-key; ResetSession derives session from UserID
  and shells out to 'reset <session>'.
- paliadin.go (LocalPaliadinService): per-user pane cache, ensurePane
  takes UserID, no more in-process system-prompt send.
- Paliadin interface: ResetSession now takes UserID.

Shim refactor (scripts/paliadin-shim):
- All verbs accept the tmux session as their first positional arg.
- 'bootstrap' verb removed (skill replaces it).
- 'reset' kills the named session via tmux kill-session.
- Session name validated against [A-Za-z0-9_.-]{1,64}.

Env var rename: PALIADIN_TMUX_SESSION -> PALIADIN_SESSION_PREFIX (semantic
shift from literal session name to per-user prefix); CLAUDE.md updated.

Tests cover per-session health caching, session-name derivation,
ResetSession kill-session shape, and health-cache eviction on reset.
2026-05-08 12:42:57 +02:00
m
4c47819da8 fix(t-paliad-151): base64-decode PALIADIN_SSH_PRIVATE_KEY env var
Dokploy stores compose env vars in a single-line `.env` file, which
silently truncates multi-line values to their first line. Empirically
verified inside the running paliad container: a multi-line PEM
arrived as just `-----BEGIN OPENSSH PRIVATE KEY-----\n` (36 bytes)
and `ssh -i …` failed with `Load key: error in libcrypto`.

decodePaliadinPrivateKey now accepts either:
  - raw PEM (multi-line, starts with `-----` and contains a newline) —
    used as-is for local-dev convenience
  - base64-encoded PEM — decoded into raw PEM. Survives the .env
    one-line-per-key round-trip.

Whitespace (spaces / line breaks) inside the base64 blob is stripped
before decoding so an OpenSSH-keygen-helper-style 64-char-wrap is
also accepted.

After deploy, m needs to update the Dokploy PALIADIN_SSH_PRIVATE_KEY
secret to the base64-encoded form:
  base64 -w0 < ~/.paliad-staging/paliad-prod-key
…and redeploy. Then sshd's libcrypto loads the key correctly and the
shim's command= path runs.

Refs m/paliad#12
2026-05-08 11:28:02 +02:00
m
0c8a2f1a95 feat(t-paliad-151) RemotePaliadinService + main.go env-var routing
Phase B step 2: lands the Paliadin backend that talks to mRiver via
ssh + paliadin-shim. Local backend untouched — selection happens in
cmd/server/main.go based on PALIADIN_REMOTE_HOST.

Files:
- internal/services/paliadin_remote.go (new) — RemotePaliadinService
  + RemotePaliadinConfig, with five SSH knobs (Host/Port/User/KeyPath/
  KnownHostsPath). RunTurn does insertTurnRow → healthGate → bootstrap
  → callShim run-turn → splitTrailer → completeTurn, mirroring the
  local path's audit-row contract. ResetSession sends shim 'reset'.
  callShim runs `ssh -F /dev/null -i <key> -p <port> -o … host -- verb
  args`; ControlMaster intentionally not enabled (design §6.8).
- internal/services/paliadin_remote.go also adds DisabledPaliadinService
  (returns ErrPaliadinDisabled from RunTurn/ResetSession; DB methods
  inherited from paliadinDB still work) so cmd/server/main.go can wire
  a non-nil Paliadin even when neither local tmux nor remote SSH is
  available.
- ErrMRiverUnreachable sentinel for the friendly error code.
- classifySSHError translates ssh exit 124 / Permission denied /
  network errors into the audit-row error_code field.
- Compile-time conformance: var _ Paliadin = (*Local|*Remote|*Disabled)
  PaliadinService(nil).

cmd/server/main.go switch:
  PALIADIN_REMOTE_HOST set → NewRemotePaliadinService
  else: tmux on PATH → NewLocalPaliadinService
  else: NewDisabledPaliadinService

buildPaliadinRemoteConfig materialises PALIADIN_SSH_PRIVATE_KEY +
PALIADIN_KNOWN_HOSTS (multi-line Dokploy secrets) into chmod-600/644
tmpfiles at boot. Defaults: SSHUser=m, SSHPort=22022 (bypasses
Tailscale SSH on :22, see design §4.5). Fails fast on a configured
remote-host without the matching key/known_hosts secrets.

Local-tmux mode now requires `tmux` actually be on PATH at boot
(exec.LookPath gate); previously the constructor unconditionally
returned a service whose RunTurn would fail at runtime with
ErrTmuxUnavailable. The handler-level "friendly error" UX is
unchanged: DisabledPaliadinService surfaces ErrPaliadinDisabled which
the frontend renders the same way.

Build green; existing paliadin_test.go still passes (it tests
package-level helpers, untouched). Remote-specific tests land in B4.

Refs m/paliad#12
2026-05-08 02:16:50 +02:00
m
56a3dc961e refactor(t-paliad-151): extract Paliadin interface; rename PaliadinService → LocalPaliadinService
Phase B step 1 of the Tailscale-SSH route to mRiver. Splits the existing
local-tmux PoC into a Paliadin interface with two implementations; the
remote-SSH backend lands in a follow-up commit (paliadin_remote.go).

Surface:
- Paliadin interface — RunTurn, ResetSession, ListRecentTurns, Stats,
  IsOwner. The handler at internal/handlers/paliadin.go now talks to
  this instead of the concrete struct.
- paliadinDB — embedded base type carrying the audit-table I/O
  (insertTurnRow, completeTurn, markTurnError, markTurnAbandonedOrError)
  plus the read-side queries (IsOwner, ListRecentTurns, Stats). Both
  Local and Remote impls inherit these by embedding paliadinDB so the
  remote path doesn't have to duplicate any DB code.
- LocalPaliadinService — the renamed PoC backend. Identical behaviour
  to the previous PaliadinService; only the type name and method
  receivers change. Method receivers split: tmux-specific operations
  (RunTurn, ResetSession, ensurePane, sendToPane, pollForResponse, etc.)
  stay on *LocalPaliadinService; DB-only operations promote to
  *paliadinDB.

Wiring:
- internal/handlers/handlers.go — Paliadin field becomes the interface
  type; Register() unchanged.
- cmd/server/main.go — calls NewLocalPaliadinService instead of
  NewPaliadinService. The remote-vs-local switch on PALIADIN_REMOTE_HOST
  lands in B5.

Tests in paliadin_test.go all green — they test package-level functions
(splitTrailer, countChips, approxTokenCount, sanitiseForTmux,
PaliadinOwnerEmail) and don't touch the renamed struct. No behaviour
change on the local-tmux path.

Refs m/paliad#12
2026-05-08 02:14:12 +02:00
m
4e1d311a9c feat(t-paliad-149) PR2 step 1/3: backend — migration 061 + CardLayoutService + CardsPreview
Migration 061 (paliad.user_card_layouts): per-user named card layouts.
- Partial unique index on (user_id) WHERE is_default=true keeps "at most
  one default per user" honest at the DB level.
- UNIQUE (user_id, name) so the layout dropdown can use names as stable
  labels.
- RLS owner-only (mirrors paliad.user_views from t-144).

LayoutSpec (internal/services/layout_spec.go): structured JSON validator
with KnownFactKeys registry (11 fact keys: title-row, type-chip, status-
chip, client-matter, parent-path, deadline-counts, next-events, recent-
verlauf, team-chips, reference, last-activity-at). Validator enforces:
- title-row must be the first VISIBLE fact (always-on, structural)
- no duplicate keys
- count ∈ [1, 5] only on next-events / recent-verlauf
- density ∈ {compact, roomy} (CardDensity, distinct from t-144's
  ListDensity which only ranges over comfortable/compact)
- grid_columns ∈ {auto, 2, 3, 4}

DefaultLayoutSpec returns the m-locked rich content set per design §5b.4
(9 facts, roomy density, auto grid, leaf-ish projects only).

CardLayoutService: CRUD with auto-seed (GetDefault creates "Standard"
on first call) + tx-flip-default (setting is_default=true on B clears
A in the same transaction) + ErrUserCardLayoutDefaultGate (deleting
the active default returns 409). isPgUniqueViolation maps the partial
unique index conflict to ErrUserCardLayoutNameTaken.

ProjectService.CardsPreview: per-project event rollups for the Cards view.
4 source SQLs with ROW_NUMBER() OVER PARTITION BY project_id (top 3 each
for upcoming deadlines, upcoming appointments, recent project_events) +
team-chips JOIN. Single round-trip per source, visibility-gated. Returns
map[uuid.UUID]*ProjectCardPreview with last_activity_at computed across
all sources for the orchestrator's card-grid sort.

Handlers: 5 /api/user-card-layouts/* endpoints (GET list, POST create,
PATCH update, DELETE, POST set-default) + GET /api/projects/cards-preview
(narrowable via ?ids=<csv>).

Wired in handlers.go (Services struct + dbServices struct) and
cmd/server/main.go. ErrUserCardLayoutNameTaken / NotFound / DefaultGate
mapped to 409 / 404 / 409 respectively.

Tests:
- layout_spec_test.go (8 cases, pure-Go): valid default, empty rejection,
  title-row-first invariant, hidden leading allowed, dup-key rejection,
  unknown-key rejection, count-bounds + count-on-wrong-key, density/grid
  enum, ParseLayoutSpec round-trip.
- card_layout_service_test.go (6 cases, live-DB): GetDefault auto-seeds
  + idempotent, first Create auto-becomes default, SetDefault clears
  prior, Delete refuses active default, Delete non-default works,
  duplicate name rejected, Update round-trips layout JSON.

go build / vet / test (short) clean.

Design: docs/design-projects-page-2026-05-07.md §5b.3, §5b.5, §8.2.
2026-05-07 22:41:18 +02:00
m
8412328dec feat(t-paliad-149) PR1 step 1/3: backend — migration 060 + PinService + BuildTreeWithOptions
Migration 060 (paliad.user_pinned_projects): per-user, RLS owner-only, ON
DELETE CASCADE on both FKs.

PinService (Pin / Unpin / IsPinned / PinnedSet / ListPinned): visibility-
gates pin (can't pin what you can't see) but not unpin (so users can clean
up after losing access). PinnedSet returns a map for O(1) lookups during
tree stitching.

ProjectService.BuildTreeWithOptions extends BuildTree with chip-driven
filtering. New ProjectTreeNode fields are additive (Pinned,
InheritedVisibility, OpenDeadlinesSubtree, OverdueDeadlinesSubtree,
MatchKind) so the old BuildTree(ctx, userID) call still works for legacy
callers. New options:

  Scope: All / Mine / Pinned (Mine + Pinned both expand to path-closure
  with InheritedVisibility flag on greyed ancestors)
  StatusIn / TypeIn: chip-narrowing whitelists
  HasOpenDeadlines: per-node or subtree-aggregated, depending on
  IncludeSubtreeCounts
  SearchTerm: case-fold contains on title/reference/clientmatter, then
  prune to {matches ∪ ancestors ∪ descendants} with match_kind tagged
  IncludeSubtreeCounts: post-order DFS sums, O(N)

GET /api/projects/tree gains query params: scope, status, type,
has_open_deadlines, q, subtree_counts. Zero query string preserves
legacy behaviour.

POST/DELETE /api/projects/{id}/pin and GET /api/user-pinned-projects
wired. Service registered in cmd/server/main.go and dbServices.

build + vet clean.

Design: docs/design-projects-page-2026-05-07.md §4.7, §8.1, §8.3.
2026-05-07 22:21:45 +02:00
m
8d714dd95e fix(t-paliad-146): gate Paliadin to owner email in code, drop PALIADIN_ENABLED
m's call (2026-05-07 21:52): "remove the export variable, that is bad
form. It should be connected only to my account."

The PALIADIN_ENABLED env var was a deploy-time toggle: easy to
mis-flip, splits prod/dev behaviour, and reads as "could be turned on
for anyone." Replaced with a per-request gate in code:

  services.PaliadinOwnerEmail = "matthias.siebels@hoganlovells.com"

handlers/paliadin.go now gates every entry point through
requirePaliadinOwner, which looks up paliad.users.email by the caller's
UUID and returns 404 (not 403 — pretend the route doesn't exist) for
anyone else.

Routes register unconditionally; the gate is in the code, not the
deploy. main.go wires PaliadinService whenever DATABASE_URL is set and
logs the owner identity at boot. CLAUDE.md drops the PALIADIN_ENABLED
row and gains an explanatory note about the in-code gate.

Sidebar entries (Paliadin under Übersicht; Paliadin Monitor under
Admin) now render with display:none, revealed by sidebar.ts after
/api/me confirms the caller's email matches PALIADIN_OWNER_EMAIL —
same fail-closed pattern the Admin group already uses.

Side-effect for ops: paliad.de production now serves the routes too,
but only to m, and only successfully if the host has tmux + claude
in PATH (which Dokploy doesn't). m hitting /paliadin from prod gets a
"tmux unavailable" — clear failure mode, not a security concern.

One new test (TestPaliadinOwnerEmail_IsLowercaseStable) keeps the
constant aligned with migration 023's seed so a future rename of m's
account doesn't silently strand the gate. All existing tests pass.
2026-05-07 21:57:20 +02:00
m
7b66c4d035 feat(t-paliad-146): Paliadin PoC — tmux-Claude in-app AI buddy
Phase 0 of the Paliadin design (docs/design-paliadin-2026-05-07.md
§0.5). m-only laptop scope, gated behind PALIADIN_ENABLED=false on
prod. Lifts the goldi/mVoice tmux-Claude pattern (mVoice/server.py:
250-380) into a Go service: long-lived `claude` pane in a tmux
session, prompts in via `tmux send-keys -l`, responses out via a
per-turn file (/tmp/paliadin/{turn_id}.txt) the system prompt
instructs Claude to write.

What landed
-----------
- migration 058_paliadin_poc — paliad.paliadin_turns audit table
  (full prompt + response stored at PoC scope; redaction returns
  at production v1 per design §3.3). RLS: user sees own,
  global_admin sees all.

- internal/services/paliadin.go — the orchestrator. ensurePane()
  finds-or-creates the tagged tmux window, sendToPane sends the
  framed [PALIADIN:turn_id] envelope, pollForResponse reads the
  per-turn file, splitTrailer parses the [paliadin-meta] block
  Claude appends to every reply (used_tools, rows_seen,
  classifier_tag).

- internal/services/paliadin_prompt.go — the system prompt sent
  once to a fresh Claude pane. Defines the response protocol
  (Write-to-file + meta trailer), the action-chip marker syntax,
  the visibility-gate rule (paliad.can_see_project required in
  every project-scoped query), and 9 SQL recipes covering m's
  paliad data + cross-schema youpc case-law lookup.

- internal/handlers/paliadin.go — POST /api/paliadin/turn kicks
  off the work in a goroutine and returns an SSE URL; GET
  /api/paliadin/stream/{id} relays per-turn channel events
  (meta/content/end/error/ping) to EventSource. Routes register
  ONLY when PaliadinService is wired — paliadinSvc nil → no
  handlers exist, prod surface is clean.

- /admin/paliadin dashboard — global_admin-only. Shows total
  turns, last-7-days, median/p90 duration, tool-use rate (the
  load-bearing §0.5.7 metric), abandon rate, classifier
  histogram, daily sparkline, top prompts, recent turn log.
  Powered by PaliadinService.Stats() + ListRecentTurns().

- frontend: paliadin.tsx + client/paliadin.ts (chat panel with
  starter prompts, EventSource consumer, typewriter render of
  one-shot content blob, citation-chip parser, "Stop" + "New
  conversation" buttons, localStorage history); admin-paliadin
  pair (read-only stats dashboard).

- Sidebar: Paliadin entry under Übersicht (ICON_SPARKLE);
  Paliadin Monitor under Admin.

- 36 i18n keys (DE+EN), CSS for chat panel + dashboard.

- main.go: PaliadinService wires only on PALIADIN_ENABLED=true,
  with PALIADIN_TMUX_SESSION + PALIADIN_RESPONSE_DIR overrides.
  Logs visibly so the operator can confirm at boot.

- CLAUDE.md: ANTHROPIC_API_KEY row updated (PoC doesn't need it
  — Claude CLI uses m's subscription; key reserved for future
  production-v1). New rows for the three PALIADIN_* env vars.

Tests
-----
- 7 unit tests on the trailer parser, chip counter, token approx,
  and tmux-input sanitiser. All pass. The trailer parser is
  load-bearing for monitoring; an unobserved parser bug = silent
  dashboard rot.

What's NOT in v1 (stays deferred)
---------------------------------
- The Anthropic API client (production v1, gated on PoC success
  per §0.5.7).
- BYO-AI / OpenAI adapter.
- Per-user rate limiting.
- Multi-replica SSE bus.
- Mascot / avatar SVG.
- Persistent threads (history is browser localStorage only).

How to use locally
------------------
  $ export PALIADIN_ENABLED=true
  $ ./paliad
  # browse /paliadin → type a question → answers stream back
  # /admin/paliadin shows the monitoring dashboard

Migration: 058 (skips fritz's t-147 on 057). Safe on prod
because PALIADIN_ENABLED defaults to false; the table is created
but no routes touch it until the env var flips.
2026-05-07 21:49:33 +02:00
m
52ee319fd8 feat(t-paliad-147): bulk team email — send to filtered selection from /team page
Implements issue #7. Adds an "E-Mail an Auswahl" button on /team that sends
personalised emails to a filter-narrowed subset of the team. Each recipient
gets their own envelope (per-recipient privacy, no shared To: list); From
stays on the SMTP infrastructure address with Reply-To set to the human
sender so replies route correctly without forging DKIM/SPF.

Backend
- Migration 057: paliad.email_broadcasts (subject, body, sender_id,
  template_key, recipient_filter jsonb, recipient_user_ids uuid[],
  send_report jsonb, sent_at). RLS: senders read own rows, global_admin
  reads all; inserts must self-attribute. No CHECK-constraint extension to
  partner_unit_events — broadcasts get their own table per the lock.
- BroadcastService (internal/services/broadcast_service.go): validates
  subject/body/recipient cap (100), enforces project_lead-OR-global_admin,
  persists audit row, dispatches via 5-deep goroutine pool with 15s
  per-send timeout. Send report (sent/failed counts + per-recipient errors)
  is captured back into email_broadcasts.send_report.
- markdown.go: minimal Markdown→safe HTML renderer (paragraphs, **bold**,
  *italic*, `code`, [text](url), bullet lists). Inputs are HTML-escaped
  first; only whitelisted tags re-emitted. Script tags and javascript:
  URLs can't slip through.
- Placeholder substitution: {{name}}, {{first_name}},
  {{role_on_project}} (whitespace tolerated). Unknown {{...}} tokens pass
  through unchanged.
- mail_service.go: buildMIMEWithReplyTo helper layers a Reply-To header
  on top of the existing multipart/alternative envelope.
- TeamService.ListMembershipsIndex: visibility-gated user→project_ids
  index. Powers the /team project multi-select filter without N round
  trips per project.
- Handlers: POST /api/team/broadcast (gateOnboarded; service enforces
  authority), GET /api/team/memberships, GET /api/admin/broadcasts (list),
  GET /api/admin/broadcasts/{id} (detail), GET /admin/broadcasts (page).
  /admin/broadcasts is gateOnboarded (not adminGate) so leads can see
  their own sends; the service applies the per-row visibility filter.

Frontend
- /team gains a project multi-select chip dropdown (visible projects
  loaded from /api/projects, intersected against the memberships index)
  alongside the existing office and role filters.
- "E-Mail an Auswahl (N)" button appears only when canBroadcast() is
  true (global_admin always; non-admin needs lead-ship on selected
  projects, or at least one project when no filter is set). Server still
  re-checks per send.
- Compose modal (broadcast.ts): subject + body textarea + optional
  template dropdown (loads existing email templates and strips Go-template
  directives) + recipient preview (first 5 + expand) + send. Hard-blocks
  empty subject/body and N=0. Shows per-send report on success.
- /admin/broadcasts viewer: read-only list with click-row-to-expand
  detail (subject, body, recipient list, send_report counts).

Tests
- broadcast_service_test.go: placeholder substitution table-driven,
  Markdown safe-render incl. XSS guards (<script>, javascript: URLs),
  validation cases (empty subject/body, recipient cap, invalid email),
  signature rendering DE/EN.
- broadcast_service_live_test.go: end-to-end Send + List + Get + visibility
  rules (lead can send on own project, member cannot, admin sees all,
  member can't read lead's row). Skips when TEST_DATABASE_URL is unset.

i18n: 60 new keys × 2 langs (broadcast modal labels, error messages,
recipient summary, /admin/broadcasts viewer, common.close/loading/forbidden/
load_error).
2026-05-07 20:58:57 +02:00
m
b516201110 feat(t-paliad-144 A1): backend substrate + Custom Views API
Phase A1 of the data-display-model rethink (m/paliad#5). Backend-only;
no user-visible change in A1. A2 (frontend) lands separately.

What's new:

- Migration 056: paliad.user_views table with RLS scoped to caller
  (user_views_owner_all on auth.uid()=user_id). Composite UNIQUE
  (user_id, slug). No is_system flag — system defaults stay code-
  resident per Q8 lock-in.

- internal/services/filter_spec.go (+test): structured FilterSpec
  with Sources / Scope / Time / Predicates. Server-side validator
  rejects unknown sources, duplicate sources, conflicting scope
  modes, horizon=all without explicit projects (Q26 clamp), and
  every per-source enum (deadline.status, appointment_types,
  project_event kinds, approval_request status / viewer_role).

- internal/services/render_spec.go (+test): RenderSpec with three
  shapes (list / cards / calendar — Q4 lock-in 2026-05-07).
  Per-shape config kept separately so flipping shapes preserves
  tweaks. Validator over column / sort / density / group_by /
  default_view enums.

- internal/services/system_views.go (+test): code-resident
  SystemView definitions for dashboard / agenda / events / inbox /
  inbox-mine. Reserved-slug list (Q23) prevents user-views from
  colliding with top-level URLs. Case-folded matching.

- internal/services/view_service.go: extends EventService with
  RunSpec — runs a FilterSpec across all four substrate sources
  (deadline + appointment + project_event + approval_request)
  and merges into []ViewRow sorted by event_date. ViewRow is a
  discriminated projection (kind + common header + per-source
  Detail json.RawMessage). Q17 fail-open attribution: returns
  inaccessible_project_ids for explicit-scope queries where the
  caller can't see some IDs.

- internal/services/user_view_service.go (+test): CRUD on
  paliad.user_views — Create (server-assigns sort_order MAX+1
  in tx), GetBySlug, GetByID, Update (partial), Delete, Touch
  (last_used_at), MostRecent. Reserved-slug + slug-format
  validators on every write.

- internal/handlers/views.go: nine HTTP handlers wiring the
  endpoints (GET/POST/PATCH/DELETE /api/user-views/...,
  POST /api/user-views/{id}/touch, POST /api/views/run,
  POST /api/views/{slug}/run, GET /api/views/system).

- main.go + handlers.go + projects.go: wire UserViewService
  into the bundle; conditional route registration when both
  UserView + Event services are present.

Pure-Go tests (no DB): 32 cases pass — filter spec validators,
render spec validators, system view registry, reserved slugs.

Live-DB tests (skip when TEST_DATABASE_URL unset): 12 cases
covering create / list / get / uniqueness / update / delete /
touch / most-recent / reserved-slug / bad-slug / empty-name /
invalid-spec.

Coexists with t-139 (in-flight on noether's other branch) and
t-138 (shipped) without coordination commits — RunSpec uses the
existing visibility predicate that t-139's migration 055 will
extend with derivation. Approval-request source delegates to
ApprovalService.ListPendingForApprover / ListSubmittedByUser
(both already extended for derived_peer authority in t-139 Phase 3).

Files: 15 changed, 3134 insertions. Build clean. Tests green.
2026-05-07 12:51:37 +02:00
m
544bb63684 feat(t-paliad-139): Phase 2 — partner-unit derivation schema + Team-tab subsections
Migration 055 adds the structural pieces the issue's PA-derivation premise
needed (the design-§1.3 verify-before-trust check found all three were
missing today):

  - paliad.partner_unit_members.unit_role text DEFAULT 'attorney'
    CHECK ('lead'|'attorney'|'senior_pa'|'pa'|'paralegal') — per-unit role
    distinction so derivation can target specific tiers without re-
    introducing a firm-wide rank column. The same human can be 'attorney'
    in one unit and 'lead' in another.
  - paliad.project_partner_units junction (project_id, partner_unit_id,
    derive_unit_roles[] DEFAULT {pa,senior_pa}, derive_grants_authority bool
    DEFAULT false, attached_at, attached_by) with composite PK and RLS
    (read = can_see_project; write = global_admin OR project lead).
  - paliad.approval_role_from_unit_role(text) helper used by Phase 3 when
    derived authority is consulted by the t-138 ladder.
  - paliad.can_see_project extended with one EXISTS branch — derivation
    walks the path: a user is visible on P if any (ancestor of P) is
    attached to a unit they are a member of with a matching unit_role.

No RAISE EXCEPTION (Maria's build constraint). Day-1 deploy = zero
behaviour change because every existing unit member defaults to
unit_role='attorney' and the default derive_unit_roles is {pa,senior_pa},
so until both diverge no derivation happens.

Backend services
----------------
  - DerivationService (new, internal/services/derivation_service.go):
      AttachUnitToProject, DetachUnitFromProject, ListAttachedUnits,
      ListDerivedMembers (path-walking dedupe by closest attachment),
      ListDescendantStaffed (descendant-direct rows excluding ancestor-
      already-staffed), EffectiveProjectRole (returns role + source ∈
      {direct, ancestor, derived} for the t-138 approval gate in Phase 3).
  - PartnerUnitService extensions:
      PartnerUnitMemberDetail gains UnitRole (db:"unit_role"). Constants
      UnitRoleLead/Attorney/SeniorPA/PA/Paralegal + isValidUnitRole.
      SetMemberRole(callerID, unitID, userID, role) with admin gate, prior-
      role read in tx, audit emit 'member_role_changed'. ListMembers and
      ListWithMembers SELECT projection now includes pum.unit_role.

Handlers
--------
  - GET /api/projects/{id}/partner-units              → ListAttachedUnits
  - POST /api/projects/{id}/partner-units             → AttachUnitToProject
  - DELETE /api/projects/{id}/partner-units/{unit_id} → DetachUnitFromProject
  - GET /api/projects/{id}/team/derived               → ListDerivedMembers
  - GET /api/projects/{id}/team/from-descendants      → ListDescendantStaffed
  - PATCH /api/partner-units/{id}/members/{user_id}/role → SetMemberRole
  - Services bundle gains Derivation; cmd/server/main.go wires it.

Frontend (Team-tab on /projects/{id})
-------------------------------------
Three new subsections rendered after the existing direct+ancestor table:
  - "Aus Unterprojekten" — descendant-direct rows with attribution arrow.
  - "Abgeleitet (Partner Unit)" — derived rows with [Sicht] / [Sicht & 4-
    Augen] badge per the m-locked honesty rule (§3.5).
  - "Partner Units" — attached-unit list with attach/detach controls
    (lead/admin only) and a form picker for derive_unit_roles +
    derive_grants_authority.
Each subsection is hidden when its data is empty (Partner Units block
also surfaces for managers when empty so they can attach).

Loaders + state in projects-detail.ts; renderTeam orchestrates all
four subsections; renderAttachedUnits owns the unit list + detach
handlers; initAttachUnitForm wires the picker + checkbox role-set.
canManagePartnerUnits gates the attach UI on global_admin OR direct
'lead' on the current project.

i18n keys (DE+EN, ~30 new) under projects.team.section.*,
projects.team.derived.*, projects.team.units.*, unit_role.*. Codegen now
emits 1605 keys (was 1494).

CSS additions: .entity-section-heading (subsection h3),
.derived-badge / .derived-badge--authority, .form-checkbox.

Phase 3 (approval extension to honour derived_peer decision_kind) stacks
on top — gates on EffectiveProjectRole returning ('role','derived') being
wired into the t-138 canApprove + inbox SQL.
2026-05-06 16:41:41 +02:00
m
10b3426086 feat(t-paliad-138): wire ApprovalService into deadline + appointment paths
Commit 3 of 8. The 4-eye gate now actually fires. With migration 054
applied and an approval_policies row configured for a project, the
relevant Create/Update/Complete/Delete on a Deadline or Appointment
flips approval_status='pending' and emits a *_approval_requested audit
event. Without policies, behaviour is unchanged.

Backend changes:

- models.Deadline + models.Appointment gain approval_status,
  pending_request_id, approved_by, approved_at; appointments also gain
  completed_at (for the appointment:complete lifecycle event).
- deadlineColumns + appointmentColumns include the new fields so
  every existing read path hydrates them via sqlx StructScan with
  no per-call-site changes.
- DeadlineService gains SetApprovalService (nil-tolerant). Wired in
  main.go after the bundle is built.
- AppointmentService gains the same hook + dependency.

Lifecycle wiring:

- DeadlineService.Create / Update / Complete / Delete each consult
  the approval gate. Update only triggers approval when a date-bearing
  field actually changes (Q4 allowlist: due_date, original_due_date,
  warning_date). Cosmetic edits (title, description, notes,
  rule_code, event_type_ids, status, completed_at via reopen) bypass.
- AppointmentService.Create / Update / Delete same shape. Update
  only gates on start_at / end_at changes. Personal appointments
  (project_id IS NULL) never gate (no project policy to consult).
- Delete is the one stage-then-write exception: the row stays alive
  with approval_status='pending' until the approver hard-deletes
  (approve) or restores it (reject). On no-policy projects, delete
  is immediate as before.
- Concurrent-pending guard: any mutation on a row whose
  approval_status='pending' returns ErrConcurrentPending. The user
  must wait for the in-flight request to settle (or revoke if
  they're the requester).

Pre_image capture: the date-bearing fields that are about to change
are snapshotted into the approval_requests.pre_image jsonb at submit
time. Reject/Revoke applies them back over the row to revert.
2026-05-06 15:27:40 +02:00
m
4ebbf2c1af feat(t-paliad-138): ApprovalService core + tests
Commit 2 of 8 — the workflow engine for the 4-Augen-Prüfung. Wires the
service into the handlers.Services bundle so commit 3 can call into
SubmitCreate/Update/Complete/Delete from DeadlineService and
AppointmentService.

Public surface:

- Submit{Create,Update,Complete,Delete} — invoked by Deadline /
  AppointmentService inside their existing tx. Looks up policy,
  runs the deadlock check, inserts paliad.approval_requests, marks
  the entity pending, emits the *_approval_requested project_events
  audit row.
- Approve / Reject / Revoke — top-level operations (own tx). Approve
  finalises the lifecycle (clears pending markers + sets approved_by
  for non-delete; hard-deletes for delete). Reject / Revoke revert
  the entity from pre_image (delete a pending-create, restore date
  fields, NULL completed_at).
- ListPendingForApprover / ListSubmittedByUser / GetRequest /
  PendingCountForUser — read paths the inbox + bell will hit in
  commit 5.
- ListPolicies / UpsertPolicy / DeletePolicy — CRUD for the
  authoring page in commit 4.

Self-approval is blocked at three layers:
  1. canApprove() returns ErrSelfApproval when caller == requester.
  2. The DB CHECK constraint approval_requests_no_self_approval.
  3. The deadlock check excludes the requester from the pool.

Strict-ladder helper levelOf(role) mirrors the SQL function added in
migration 054. Path-walk authorization: ancestors with eligible roles
qualify for descendant requests (matches the visibility predicate).

Tests:
- Pure-Go: levelOf strict-ladder semantics, IsValidRequiredRole,
  approvalEventType. All pass under `go test`.
- Live-DB (TEST_DATABASE_URL): no-policy noop; submit→approve cycle;
  reject-create deletes; reject-update restores pre_image;
  no-qualified-approver fail; revoke flow; policy CRUD roundtrip.
  Skipped when TEST_DATABASE_URL is unset, mirroring the existing
  audit_service_test pattern.

No call sites in DeadlineService / AppointmentService yet — that's
commit 3. Paliad continues to behave identically until that lands.
2026-05-06 15:21:47 +02:00