shape-timeline.ts gains a third render mode triggered by lanes.length>1:
.smart-timeline-lanes-wrap holds a multiselect lane filter chip-row +
the .smart-timeline-lanes grid (one column per lane, time axis vertical
within each lane). Lanes the user has unchecked render dimmed to
preserve time-axis alignment across the strip; "Alle" pseudo-chip
resets to all selected. Lane mode takes precedence over Track-mode
(different axes — lanes group by direct-child project, tracks group
by CCR-vs-parent on a single Case).
loadTimeline parses the new envelope shape {events, lanes} from
GET /api/projects/{id}/timeline; defensive fallback to the old []
shape during the rolling deploy window. selectedLanes state is
client-side (chip toggles re-render in place without a re-fetch);
disappearing lanes (e.g. CCR child deleted between renders) drop
out of the selection automatically.
Client-level Verlauf toggle (Q12 lock-in): on project.type='client',
the Verlauf tab defaults to the matter-list rendering (simple list
of direct child litigations linking through). Flipping the
"Timeline-Ansicht" toggle (visible only at Client level) swaps to
the lane SmartTimeline. State persists in localStorage per project
so navigating away + back keeps the user's choice. Patent +
Litigation default to the lane view, matching Q12.
Custom-milestone form gains the bubble_up checkbox (§7.2 Q5). When
checked, the milestone surfaces on Patent / Litigation / Client
SmartTimelines via the backend's metadata.bubble_up=true override.
Default OFF for custom_milestone — structural milestones
(counterclaim_created etc.) default ON server-side.
CSS: ~130 lines under .smart-timeline-lanes / -lane / -lane-filter /
-matter-list. Mobile collapses lanes to single-column at ≤640px.
i18n: 12 new keys (DE+EN) under projects.detail.smarttimeline.lane.* /
.client.* / .milestone.bubble_up.
Refs: docs/design-smart-timeline-2026-05-08.md §5 + §10 Slice 4
Refs: m/paliad#31, t-paliad-175
ProjectionService now dispatches on project type per design §5.1:
- Case (and unknown) — full detail flow: parent track + CCR sub-projects
+ parent_context for CCR children. Lanes mirror tracks ("self" +
"counterclaim:<id>" + "parent_context:<id>").
- Patent / Litigation / Client — lane-aggregated: load direct children
matching the axis (cases / patents / litigations), gather subtree
events per lane, apply (kinds, statuses) filter, tag rows with
LaneID = direct-child id. Calculator skipped at higher levels —
predicted future is a Case-level concern.
levelPolicy(projectType) returns the (kinds, statuses, lane_axis)
triple. Patent = deadlines+milestones with done/open/overdue;
Litigation + Client = milestones with done.
metadata.bubble_up on paliad.project_events (no schema change — uses
existing jsonb column) overrides the kind/status filter at higher
levels. Defaults per Q5: counterclaim_created / third_party_intervention
/ scope_change → true; custom_milestone → false (user opts in via
form checkbox). insertCounterclaimEvent now sets bubble_up=true on
both parent + child audit rows so the counterclaim_created milestone
surfaces at Patent / Litigation / Client.
Wire shape changed from []TimelineEvent to envelope {events, lanes} —
lane metadata can ride alongside the rows without exceeding header-
size limits when a Client-level projection has many lanes. Frontend
reads .events for the per-row contract and .lanes for parallel-column
rendering. X-Projection-* headers preserved for Slice 1-3 affordances
(lookahead toggle, track chip).
RecordCustomMilestone gains a bubbleUp bool param; persisted to
metadata.bubble_up only when true (so existing rows-without-it keep
the default-off behaviour).
Tests: TestLevelPolicy locks the triple table; TestRowSurvivesPolicy_
BubbleUpOverridesFilter pins the override contract; TestExtractBubbleUp
covers all per-event-type defaults + explicit override paths;
TestChildTypeForAxis pins the axis → type map. Live integration test
TestProjectionService_LevelAggregation_Live walks the patent-level
fixture: bubbled-up milestone surfaces, regular custom_milestone is
filtered, deadlines surface at Patent level.
Refs: docs/design-smart-timeline-2026-05-08.md §5 + §10 Slice 4
Refs: m/paliad#31, t-paliad-175
bohr's Slice 3 of the SmartTimeline per docs/design-smart-timeline-2026-05-08.md
§4 + §10. Counterclaims now first-class as sub-project rows with their own
proceeding type, our_side perspective, and timeline; parent's SmartTimeline
renders them as a parallel right-track on desktop + vertical-stacked sub-headers
on mobile.
Backend (commits 306bb11 + 82888de):
- Migration 077: paliad.projects.counterclaim_of nullable FK ON DELETE SET NULL,
partial index, and a deferred trigger paliad.projects_no_two_level_ccr that
rejects malformed two-level CCR-of-CCR chains at the schema level. Defense in
depth — service-side ErrInvalidInput AND schema-side trigger.
- ProjectService.CreateCounterclaim: atomic create with parent-id placement
(sibling under patent — child.parent_id = parent.parent_id, fallback to
parent.id when parent has no parent), our_side flipped by default
(claimant↔defendant; both stays both), proceeding_type defaults to UPC_REV,
bilateral counterclaim_created audit rows on both parent + child.
- ProjectService.LoadCounterclaimChildrenVisible.
- ProjectionService.For loads CCR children for parent view; emits
Track='counterclaim:<id>' rows. CCR child's view also loads parent context
faded (Track='parent_context:<id>') per design §4.5. AvailableTracks
surfaced via new X-Projection-Tracks response header.
- POST /api/projects/{id}/counterclaim handler.
- Tests: TestDerivedCounterclaimOurSide (9 cases) + TestCreateCounterclaim_Live
(4 sub-tests).
Frontend (commit 483649d):
- shape-timeline.ts: CSS-grid wrapper renders one column per available track;
≤640px media query collapses to vertical stacking with sub-headers per
track. [Track ▼] dropdown filters Beide / Nur Hauptverfahren /
Nur Widerklage purely client-side (no re-fetch).
- '+ Eintrag → Widerklage (CCR)' inline form: proceeding-type select
(UPC_REV default; UPC_CCI for R.49.2.b path), title + CCR case_number,
'Stimmt nicht?' toggle for our_side override. POSTs and navigates to
the new child's /projects/<id>.
Locked picks per design §11 (no deviations):
- Q1: counterclaim = sub-project
- Q2: default-flip our_side with toggle
- Q4: sibling-under-patent placement
- Q8: parallel right-track + Track chip + mobile-stack collapse
Verified: go build ./... clean, go vet clean, go test
./internal/services ./internal/handlers passing, bun build clean (2161
keys). Migration 077 dry-run on live DB succeeded + rolled back; tracker
advances 76 → 77 on next deploy boot.
Out of scope (Slice 4): lane-grouped rendering at Patent / Litigation /
Client levels; 'Timeline-Ansicht' Client toggle; off-script bubble-up.
Sequence enforcement (#31, Slice 2) keeps working independently per track
— anchoring SoD on parent rejects without parent's SoC, same for the CCR
chain on its own. Cross-track is correctly NOT enforced.
shape-timeline.ts renders multiple tracks side-by-side via a CSS-grid
wrapper (one column per available track). The pre-Slice-3 single-column
flow is reused per column — each track keeps its own past / today /
future / undated structure and its own lookahead toggle. On ≤640px the
grid collapses to a single column with track sub-headers preserved so
the user knows which track they're reading.
A [Track ▼] selector surfaces above the timeline whenever the response
advertises more than the default "parent" track (read from the new
X-Projection-Tracks header). Options: "Beide" (default — render every
track in parallel) / "Nur Hauptverfahren" / "Nur Widerklage". The
filter is purely client-side, so swapping tracks doesn't re-fetch.
Visual treatment: parent track gets the lime accent; counterclaim track
takes the muted surface-2 background so the lawyer reads "this is the
defended side" at a glance; parent_context track is dashed-bordered and
faded to signal the read-only context view.
The previously-disabled "Widerklage (CCR) — kommt mit Slice 3" button
in the "+ Eintrag" modal is enabled and now opens an inline form with
proceeding-type select (defaulted to UPC_REV; populated lazily on first
open from /api/proceeding-types-db), optional title + CCR case-number,
and a "Stimmt nicht?" toggle for the R.49.2.b CCI edge case. POSTs to
/api/projects/{id}/counterclaim and navigates to the new child page on
success.
i18n: 30 keys (15 DE + 15 EN) under projects.detail.smarttimeline.track.*
+ projects.detail.smarttimeline.counterclaim.*. CSS: ~100 lines for the
grid wrapper, per-track visual modifiers, mobile collapse media query,
and the track-chip styling.
ProjectionService.For now composes multiple tracks instead of a single
"parent" stream. The viewed project always emits Track="parent"; visible
CCR children emit Track="counterclaim:<child_id>"; a project that is
itself a CCR (counterclaim_of != nil) pulls its target's events as
Track="parent_context:<parent_id>" so the lawyer working the CCR sees
the main proceeding without leaving the page (§4.5).
Each track runs the actuals + projection pipeline independently with
its own lookahead cap and dependency annotations against its own
proceeding's rule tree. SubProjectID + SubProjectTitle are populated on
non-parent rows so the frontend can render the sub-project title in the
column sub-header.
ProjectionMeta gains AvailableTracks; the handler surfaces it as the
new X-Projection-Tracks response header (CSV) so the wire shape stays
[]TimelineEvent (frozen since Slice 1).
POST /api/projects/{id}/counterclaim wraps ProjectService.CreateCounterclaim
— accepts proceeding_type_id / flip_our_side / title / case_number,
returns the new project's id + canonical /projects/<id> URL.
Tests: pure-function coverage for derivedCounterclaimOurSide (default
flip + R.49.2.b override + court/both pass-through). Live-DB integration
test covers the four invariants — CreateCounterclaim atomicity (parent
audit + child audit + our_side flip + sibling-under-patent placement),
parent's projection surfaces the counterclaim track, child's projection
surfaces parent_context, two-level CCR chains are rejected by both the
service guard and the schema-level trigger.
Migration 077 adds paliad.projects.counterclaim_of (nullable FK ON DELETE
SET NULL) plus a partial index. A trigger function rejects two-level CCR
chains: a project with counterclaim_of NOT NULL cannot be the target of
another CCR — UPC practice has no CCR-of-a-CCR shape, so reject it at
the schema level rather than defending in the application layer.
ProjectService gains LoadCounterclaimChildrenVisible (list visible CCR
sub-projects against a parent) and CreateCounterclaim (atomic: project
row + creator-as-lead team membership + audit rows on parent AND child).
The CCR child is placed as a sibling under the same patent (§4.4), our
side flips claimant↔defendant by default with a "Stimmt nicht?" override
for the R.49.2.b CCI edge case, and the proceeding type defaults to
UPC_REV. Title auto-suggests from the patent ancestor's patent_number
when available.
Tracker advances 76 → 77.
shape-timeline.ts:
- Renders Kind="projected" rows with Status-driven styling: predicted
(faded grey), court_set (dashed border), predicted_overdue (amber
fade with overdue glyph).
- "[Datum setzen]" inline date editor on every projected row with a
rule_code. Submit POSTs /api/projects/{id}/timeline/anchor; 200
triggers onChange (re-fetch + re-render); 409 renders the
predecessor_missing payload as inline error with a "Stattdessen
<predecessor> erfassen" link that scrolls to + opens the parent's
editor.
- "Folgt aus: <Name> (<Code>, <Date|Datum offen>)" footer on every row
with depends_on_rule_code, plus "[Pfad anzeigen]" expander hint.
- "[+ Mehr anzeigen]" / "[− Weniger]" lookahead toggle when backend's
X-Projection-Total header indicates more projections exist beyond
the current cap.
- Status pills on projected rows surface the status nuance next to
the kind chip without overwhelming the title.
projects-detail.ts:
- loadTimeline reads X-Projection-{Total,Lookahead} headers and forwards
them to renderSmartTimeline.
- Lookahead state persisted in localStorage per project (key
`paliad.smarttimeline.lookahead.<id>`).
- Removes the renderEvents() orphan (band-aid from t-paliad-172) and
every call site — renderTimeline is the only project-page render
path now. Aligns with fermat's commit-message hint in 0835be4.
FilterBar (substrate):
- New axes timeline_status / timeline_track (chip clusters, multi-
select). Macro chip pair "Zukunft anzeigen" / "Nur vergangenes" on
the timeline_status axis maps to the predicted+court_set subset
on/off.
- url-codec round-trips ?tl_status= / ?tl_track= so saved Sichten /
bookmarks survive.
CSS:
- ~80 LoC for .smart-timeline-row--projected/--court_set/--predicted_overdue,
status pills, depends-on footer, anchor editor, lookahead toggle.
All tokens reuse existing CSS variables — no bare-hex fallbacks
(cf. t-paliad-150 dark-mode lesson).
i18n:
- 31 new keys (DE+EN) for projected statuses, depends-on labels,
anchor editor states, lookahead chips, FilterBar axis labels +
values + macro chips. 2102 → 2146 total.
Tests:
- projection_anchor_test.go covers applyLookaheadCap (overdue +
court_set exemption), applyLookaheadDefault clamping,
ruleAnchorKind dispatch, extractMetadataString, lang normalisation,
ruleNameInLang, PredecessorMissingError unwrap, annotateDependsOn
(including parent-of-parent chain dating).
Migration 076 was applied live during dev (tracker 75 → 76); deploy
re-applies idempotently via the embedded migrate path.
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).
Slice 1 (3e1bbd3) of the SmartTimeline replaced the legacy
<ul#project-events-list> markup with <div#project-smart-timeline> but
left the orphan renderEvents() function and its call site in place.
renderEvents() did getElementById('project-events-list')! — non-null
asserted on a node that no longer existed. main() called renderEvents()
between body.style.display = '' and initTabs(). The null deref threw,
main() aborted, initTabs() never ran, and tab click handlers never
attached. Tab clicks went to <a href='#'> defaults; the URL got '#'
appended but no panel transition happened — m's 'stuck on Verlauf'
report (12:25).
fermat's minimal fix: drop the ! assertions, null-guard, return early
when the legacy DOM nodes are gone. 10 lines, one file
(frontend/src/client/projects-detail.ts:867-883). Comment points at
Slice 2 for the proper removal of the orphan call site.
Verified: bun build.ts clean, go build clean, Playwright reproduces the
TypeError on main and confirms tabs work post-fix. Empty-state Smart
Timeline still renders, '+ Eintrag' modal still opens/closes, Audit-Log
toggle still present.
Single commit 0835be4 from mai/fermat/bug-verlauf-tab-open-can.
Slice 1 of SmartTimeline (t-paliad-171, commit 7057fe5) removed the
legacy <ul#project-events-list> + <p#project-events-empty> markup from
projects-detail.tsx but didn't prune the renderEvents() call sites. The
function still runs from main() and several other paths; with non-null
assertions on getElementById, the null deref threw a TypeError mid-init.
The throw aborted main() between body.style.display = "" and initTabs(),
so the .entity-tab click handlers were never attached. Default-action
clicks on <a href="#"> just appended "#" to the URL while the user was
already viewing whatever panel happened to be the default-display
section (tab-history) — making the Verlauf tab feel "stuck" because the
visible panel never changed.
Fix: drop the non-null assertions, null-guard the legacy DOM lookups,
and return early when the targets are gone. renderEvents() becomes a
silent no-op in the SmartTimeline layout, which matches euler's intent
documented in 7057fe5: "The legacy renderEvents() rendering path stays
as-is (dead, but the function is still called in places). It will be
removed once /timeline?include=audit_full has had a deploy of soak time
… Slice 2 revisits."
Verified locally with the projects-detail.js bundle + a fetch mock:
clicks on Team / Projektbaum / Parteien / etc. now switch the active
tab and panel display, the URL updates via replaceState, the
SmartTimeline still renders its empty state, and the "+ Eintrag" modal
still opens and closes correctly.
euler's first slice of the SmartTimeline per docs/design-smart-timeline-2026-05-08.md
§10. Past actuals + audit-log toggle + new render shape; NO projection logic
yet (Slice 2). NO counterclaim FK (Slice 3). NO lane aggregation (Slice 4).
What lands:
- Migration 075: nullable paliad.project_events.timeline_kind text + partial
index (auto-applied at server boot via golang-migrate)
- Backend: ProjectionService + GET /api/projects/{id}/timeline + POST
/api/projects/{id}/timeline/milestone, with unit + integration tests
- Frontend: shape-timeline.ts vertical-two-column render shape, '+ Eintrag'
modal (Eigener Meilenstein wired; Frist/Termin link out; Widerklage/R.30
disabled with 'Slice 3' tooltip), 'Audit-Log anzeigen' toggle persisting
per-project in localStorage
- FilterBar (riemann's t-paliad-170 port) keeps mounting + working — facet
set unchanged
Two flagged deviations from §3.2 mockup, parked for m's review:
- Render order: chronological top-down (past at top, future at bottom);
mockup had future-above-past. Trivial CSS flip if m prefers.
- Legacy renderEvents() function not removed — Slice 2 cleanup.
Verified: bun build.ts clean (2117 keys), go build ./... clean, go test
./internal/services ./internal/handlers passing (live integration test
gated on TEST_DATABASE_URL; runs on CI).
Live tracker at v74 pre-deploy → v75 after Dokploy boot.
Commits: 49c260b49c260bafd3aab4a5d56d7057fe5 from
mai/euler/smarttimeline-slice-1.
Slices 2-4 + 12 open inventor questions remain parked for m's morning
review of docs/design-smart-timeline-2026-05-08.md.
Replaces the legacy <ul.entity-events> Verlauf rendering with the new
SmartTimeline. Slice 1 wiring:
- loadTimeline(id) calls /api/projects/{id}/timeline (the new
endpoint backed by ProjectionService) and renderSmartTimeline
paints into <div#project-smart-timeline>.
- "Audit-Log anzeigen" header toggle re-fetches with
?include=audit_full, broadening the project_events filter to
every audit row (legacy Verlauf chronological view). State
persists per-project in localStorage so flipping it on for one
case doesn't carry across to others.
- "+ Eintrag" CTA opens a modal. "Eigener Meilenstein" submits
via POST /api/projects/{id}/timeline/milestone and re-renders;
Frist + Termin route to the existing /deadlines/new and
/appointments/new flows; CCR + R.30 are disabled-with-tooltip
"kommt mit Slice 3" per the design.
- Subtree toggle now also drives the timeline (passes
?direct_only=true when the user flips off "Inkl. Unterprojekte").
- Project-appointment add path also re-fetches the timeline so the
new appointment surfaces immediately.
The legacy renderEvents() rendering path stays as-is (dead, but the
function is still called in places). It will be removed once
/timeline?include=audit_full has had a deploy of soak time and the
audit-toggle is the only path that feeds the legacy markup. Slice 2
revisits.
The FilterBar from t-paliad-170 (riemann's port) keeps mounting and
driving its customRunner — facets still narrow the legacy `events`
array. The bar gaining timeline_* axes lands later in the slice
sequence (design §8); Slice 1 ships the timeline beneath the existing
bar untouched.
Design ref: docs/design-smart-timeline-2026-05-08.md §10 Slice 1.
The vertical-timeline render component for the SmartTimeline (Verlauf
tab redesign). Two-column layout (date / event card), past
chronological → "Heute →" rule → future chronological, status icon +
kind chip per row.
Deep-link is wired via a row-level click handler that skips clicks on
inner <a>/<button>, NOT a ::before overlay — matches the project's
.entity-event whole-card click contract (project CLAUDE.md), keeps
text selection working, and avoids the t-102 overlay regression that
swallowed pointer events on the title text.
i18n: 28 new keys under projects.detail.smarttimeline.* (DE primary,
EN secondary). i18n-keys.ts is regenerated by build.ts on every build,
so the diff there is mechanical.
CSS: ~250 LoC under .smart-timeline-* — vertical layout, status-icon
glyphs per status (✓/…/!/▢/░/⊕), kind-chip pastels, Heute → rule with
borders extending into the spacing.
Design ref: docs/design-smart-timeline-2026-05-08.md §3.1-3.3.
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.
Adds a nullable text column on paliad.project_events so a subset of
audit rows can opt into surfacing as SmartTimeline content. Existing
rows stay NULL (audit-only); the partial index keeps the lookup tiny
because the SmartTimeline read filter is the indexed predicate.
Value space (enforced in code in internal/services/projection_service.go):
'milestone' — structural event (counterclaim_filed, ...)
'custom_milestone' — free-text "Eigener Meilenstein"
NULL — audit only (default)
Design ref: docs/design-smart-timeline-2026-05-08.md §2.2.
riemann's Phase 2 slice on top of own 1faffb6 Phase 1: the universal
<FilterBar> is now in the project Verlauf tab. Filter facets:
project_event_kind (chip cluster), time (presets including new
HorizonPast7d), personal_only. Empty URL preserves current behaviour
(unfiltered list); ?time=past_30d&pe_kind=deadline_created narrows.
Two extension points added to the bar primitive (forward-compat with
SmartTimeline t-paliad-169 work):
- customRunner: lets a host page own the data fetch (Verlauf keeps
the legacy /api/projects/{id}/events pipeline so subtree + cursor
pagination survive — substrate-side scope-with-descendants stays
SmartTimeline territory).
- timePresets: opt-in past-only horizon set for backward-looking
surfaces (vs the default future-leaning set used on /inbox).
3-way merge with main: clean. fourier's t-paliad-168 + lagrange's
SmartTimeline design doc preserved.
bun build clean; frontend/dist regenerated. go test internal/... ok
on riemann's worktree (filter-bar url-codec + filter_spec tests).
ebcda13 from mai/riemann/filterbar-phase-2-slice.
Phase 2 slice of the universal-filter migration (Phase 1 was
t-paliad-163 → /inbox; remaining /agenda /events /deadlines
/appointments stay queued).
What ships:
- FilterBar gains two non-invasive options that future surfaces will
also need:
customRunner — bypass the substrate POST and hand the effective
spec to a surface-supplied runner. Required by
surfaces whose data path can't move to the substrate
yet (Verlauf still uses /api/projects/{id}/events for
subtree expansion + cursor pagination, both absent
from the substrate's project_event runner).
timePresets — per-surface override of the time chip cluster, so
backward-looking surfaces can show past_*+all without
forcing forward-looking next_* chips on every host.
systemViewSlug becomes optional; the bar enforces "exactly one of
customRunner | systemViewSlug" at construction.
- project_event_kind axis renderer (was a null stub) — chip cluster
over KnownProjectEventKinds, labels reuse the existing
event.title.<kind> i18n table so the chip text matches the Verlauf
row title for the same kind.
- HorizonPast7d added end-to-end (substrate validate +
computeViewSpecBounds; FilterBar TimeOverlay + parseHorizon; views
TimeHorizon mirror) so the chip value is valid in every layer when a
later SystemView reuses it.
- Verlauf tab on /projects/<id> mounts the bar with
axes=["time","project_event_kind"], timePresets=
["past_7d","past_30d","past_90d","any"], showSaveAsView=false. The
customRunner reads predicates.project_event.event_types + time.horizon
off the effective spec, sets a verlaufFilters global, and routes
through the legacy loadEvents/loadMoreEvents pipeline (which now
applies the filter set client-side and tracks raw cursor IDs so
"Mehr laden" still walks the underlying pagination boundary even when
most rows get filtered out of a page).
- Subtree toggle drives loadEvents through verlaufBar.refresh() so the
current filter state survives the toggle.
URL state reuses the bar's existing keys (?time=past_30d, ?pe_kind=…).
Empty filter → identity passthrough → current behaviour preserved.
Out of scope (deferred to t-paliad-169 SmartTimeline):
- Migrating Verlauf to the substrate (needs scope-with-descendants)
- Past/future split, dated/undated split, source-track facet
Refs m/paliad#23.
lagrange's inventor pass on m's 23:02 request: redesign the Verlauf tab on
/projects/{id} as a SmartTimeline composing past actuals + future-projected
(via existing AnchorOverrides reflow on FristenrechnerService.Calculate) +
off-script events. Counterclaim shape: sub-project with new counterclaim_of
FK; parent renders parallel right-track when populated.
Doc covers: data-model recommendation (virtual view, ONE optional column),
UI mockup (3 states), counterclaim shape (defended), parent-node aggregation
(per-level kinds/statuses/lanes rule), date-anchoring + reflow semantics,
off-script event UX, 12 open questions, 4-slice phasing.
12 open questions parked for m's review before Slices 2-4. Slice 1 is the
skeleton (no projection yet) — must merge AFTER riemann's t-paliad-170
FilterBar port; pending riemann.
Issue m/paliad#27. Single commit f8cc86c, 739 lines, design only — no
implementation in this merge.
Inventor design for replacing the project-page Verlauf with a SmartTimeline that
composes past actuals (deadlines, appointments, structural project_events),
present, future-projected (deadline_rules calculator at read time), and
off-script events into one project-scoped vertical timeline.
Key calls:
- virtual view, no new top-level table; single optional column
paliad.project_events.timeline_kind so a subset of audit rows surface as
timeline content
- counterclaim = sub-project (new paliad.projects.counterclaim_of FK), parent
renders parallel tracks; default our_side flips on creation
- date-anchoring reuses fristenrechner CalcOptions.AnchorOverrides — actuals
anchor downstream projections automatically
- new ProjectionService.For(projectID) thin adapter over FristenrechnerService
- 3 new FilterBar axes (timeline_kind, timeline_status, timeline_track) +
reuse of time, personal_only, deadline_event_type
- per-level aggregation rule: each level removes one tier of detail and adds
one tier of grouping (Case → Patent → Litigation → Client)
- 4-slice phasing: skeleton, projection+anchor, counterclaim sub-project,
parent-node aggregation
12 open questions for m before slice 1 PR opens. Inventor parks per gate
protocol; coder shift only after m's go-ahead.
m's complaint @ 22:49 'Verfahrensablauf section… is gone' — the Pathway A wizard
was reachable only via Step 1 → Step 2 (einreichen) → Step 3a (file), three clicks
deep and framed as 'I'm filing a brief.' fourier restores two top-level entries:
- Step 2 third card 'Verfahrensablauf einsehen' (browse / learn) → ?path=a
- Sidebar Werkzeuge entry 'Verfahrensablauf' (open-book icon) → ?path=a
In both browse paths the save-to-project CTA disables (no Akte to save against).
Deliverable 3 (project-page Verfahrensablauf tab) deferred — the SmartTimeline
redesign (t-paliad-169, lagrange) will determine the right component shape.
Commits: 7238b12 (Step 2 card), 7fef641 (sidebar entry).
Closes part of m/paliad coverage; SmartTimeline tracked separately.
t-paliad-168 deliverable 2. New "Verfahrensablauf" entry under
Werkzeuge, right after Fristenrechner — opens
/tools/fristenrechner?path=a (Pathway A wizard, browse-/learn-mode).
Uses a distinct open-book icon to read separate from the closed-book
Glossar. Both /tools/fristenrechner sidebar entries share the same
pathname, so SSR navItem matching can't pick the right "active" one
on its own — fixVerfahrensablaufActive() in sidebar.ts disambiguates
based on ?path=a at hydration.
i18n key: nav.verfahrensablauf (DE: "Verfahrensablauf",
EN: "Procedure Roadmap"). i18n-keys.ts is regenerated by build.ts.
t-paliad-168 deliverable 1. Adds a discoverable browse-/learn-mode
entry to the determinator alongside "Etwas einreichen" / "Etwas ist
passiert". Click drops straight into Pathway A's proceeding-tile
picker (navigateToPathway("a")).
The save-to-project CTA disables itself in this mode — extends
isAdhocMode() to also return true when no Step 1 context is set,
mirroring the existing ad-hoc explore behaviour.
i18n keys: deadlines.step2.browse.title / .desc (DE + EN).
f4815a9 — Determinator coverage audit @ docs/research-determinator-
coverage-2026-05-08.md (394 lines).
Headline numbers (n=76 true Fristenrechner deadlines across 19 active
proceedings):
Reachable from cascade: 71 (93 %)
No concept_id: 1 (1 %)
Concept exists, dead-end: 4 (5 %)
§4 frames the smart-navigation question into a taxonomy of three
"I don't see my event" failure modes — α (real content gap), β
(reachable but mis-modelled path), γ (court-side trigger needs to be
tagged, not reacted-to) — and maps each to the candidate UX patterns
(P1 free-text search / P2 escape-with-telemetry / P3 weiter-unten-
suchen). The recommendation surfaces:
- P2 + telemetry for type-α (capture which events users actually
want; drives prioritised migration backlog rather than guessing)
- P1 + P3 for type-β (search collapses labelling mismatches; flat-
branch search recovers from wrong-root entries)
- Type-γ flagged as a separate "tag, don't react" workstream out of
this scope
Pure research — no code, no schema. Feeds m's next decision: extend
the row-by-row B1 refactor (m/paliad#25 / minkowski's parked task) or
spin a separate inventor pass on the smart-navigation surface.
Refs m/paliad#26.
Builds on t-paliad-159's UPC RoP audit. Drives from paliad's own corpus
outward: every active rule, every firm-wide event_type, every cascade
leaf — and asks whether a Determinator user can actually reach the row.
Headline finding: 71/76 (93%) of true Fristenrechner deadlines are
reachable from the cascade. The 5 unreachable cluster into one fix:
EP_GRANT (4 rules) plus UPC_INF.inf.app_to_amend lack cascade entry.
Adding an `ich-moechte-einreichen.ep-erteilung` subtree lifts coverage
to 100%.
Per-jurisdiction inventory (UPC, DE, EPO, DPMA) plus a §2.6 cross-cutting
table for the procedural-order categories m flagged (Hinweisbeschluss,
Beweisbeschluss, Streitwertbeschluss, Versäumnisurteil, R.71(3),
Beanstandungsbescheid, etc.).
§4 frames the smart-navigation choice: recommends P2 (persistent escape
button with capture) + P1 (free-text search per cascade level), defers
P3 (flatten deeper levels) until telemetry justifies it. The captured
"Mein Ereignis ist nicht dabei" texts feed both the gap-fill roadmap
and P1's ranking corpus.
No code changes; one markdown doc, 394 lines.
Two slices on mai/noether/collapse-regel-typ-on (after rebase onto main):
6058d21 fix(deadline-rules): pick rule's jurisdiction-aware event_type default
7a35cad feat(deadlines/new): collapse Regel + Typ to ONE field when rule sets type
What ships:
- Migration 074 audits the deadline_concept_event_types seed and adds
per-jurisdiction defaults so a German rule (RoP.029.b /
§ 276 Abs. 1 S. 2 ZPO) maps to the DE event_type
(de_klageerwiderung) and a UPC rule maps to the UPC event_type
(upc_statement_of_defence). The text label "Klageerwiderung" reads
the same in both — the bug m hit at 22:08 was the seed defaulting
to UPC for every concept regardless of which rule asked.
Idempotent (IF NOT EXISTS / DO blocks). Live tracker advanced
73 → 74 during noether's dev run; deploy will see tracker=74 with
file 074 present and have nothing to apply.
- Frontend deadline create form (m's "these two are connected — it's
the same thing", #18 + 22:08 dogfood):
When a Regel is selected and a default event_type exists for it,
the Typ chip COLLAPSES into an inline pill beneath the rule:
"Typ: Klageerwiderung (vorgegeben durch Regel) [Anderen Typ wählen]"
Clicking [Anderen Typ wählen] re-expands the picker so the user
can override.
When the rule has no junction row (or the user hasn't picked a
rule), the Typ field stays as today (free-text + chip cluster).
- deadline_rule_service.go switched to the jurisdiction-aware lookup;
the form receives the right default in one round-trip.
Refs m/paliad#18 + the 2026-05-08 22:08 inline-correction thread.
m's 2026-05-08 22:08 dogfood: my first auto-fill landed but kept Regel
and Typ as TWO separate input fields. m wanted ONE — "these two are
connected, it's the same thing".
Now: when a Regel is selected and the rule's concept resolves to a
canonical event_type via the jurisdiction-aware junction, the Typ
chip cluster is HIDDEN and replaced by an inline summary —
Klageerwiderung (vorgegeben durch Regel) Anderen Typ wählen
Clicking "Anderen Typ wählen" sets a sticky expandedOverride flag
that forces the picker visible for the rest of the form session.
The chip stays in the picker so the user can edit / remove it.
The picker also stays visible when the rule has no canonical
event_type (fallback to free-text Typ) or when the user has picked
a different event_type from the canonical default (mismatch
warning surfaces yellow next to the picker, never blocking).
DE+EN i18n: deadlines.field.rule.{autofill_inline,override}.
New CSS: .event-type-collapsed{,-label,-source,-override} reusing
the existing lime-tint chip palette.
m's 2026-05-08 22:08 dogfood: rule '§ 276 Abs. 1 S. 2 ZPO — Klageerwiderung'
(DE) auto-filled to 'Klageerwiderung' label but the chosen event_type was
upc_statement_of_defence (UPC). Both render as 'Klageerwiderung' in the
UI, but they are different legal events in different jurisdictions.
Migration 074 adds a jurisdiction column to
paliad.deadline_concept_event_types and swaps the unique-default index
from per-concept to per-(concept, jurisdiction). Backfills jurisdiction
from each event_type's own column, then re-elects DE / DPMA / EPO
defaults where a non-UPC event_type genuinely exists. Idempotent: uses
ADD COLUMN IF NOT EXISTS, ON CONFLICT DO UPDATE, partial unique index.
DeadlineRuleService.hydrateConceptDefaultEventTypes now JOINs
paliad.proceeding_types and matches on (rule.concept, rule.jurisdiction)
with EPA→EPO canonicalisation. Rules whose (concept, jurisdiction) has
no default stay NULL — silent no-op on the form, better than a wrong
jurisdictional default. UPC rules unchanged; DE rules now resolve to
de_klageerwiderung when concept = statement-of-defence, else no autofill.
Live audit confirms: every active rule now resolves to a same-
jurisdiction event_type or no event_type at all. No more cross-
jurisdiction matches in the seed.
m's 2026-05-08 22:08 dogfood, after t-paliad-163 Phase 1: "I like the
new inbox filters but now the inbox somehow does not show nothing no
more..." The new bar opened with the chip defaulted to
"approver_eligible" (the legacy "Zur Genehmigung" tab semantics —
requests EXCLUDING ones the caller authored). For users who only
SUBMIT requests and have nothing to approve themselves (incl. m,
who has 4 own pending submissions and 0 incoming), that's an empty
view.
Flip the default to "any_visible" on both ends:
- internal/services/system_views.go InboxSystemView.Filter — base
spec ViewerRole = "any_visible".
- frontend/src/client/filter-bar/axes.ts approval_viewer_role chip —
default = "any_visible" when the URL doesn't pin one. The two
defaults are intentionally redundant: the server narrows on its
default if the request omits a_role, and the chip highlights the
same option on the empty URL.
The chip still narrows. "Zur Genehmigung" + "Eigene Anfragen" stay
one click away; the bar just doesn't pre-narrow into "Zur Genehmigung"
on first visit anymore.
The "/views/inbox-mine" SystemView (slug + URL stays "self_requested")
keeps its narrower default — that route exists precisely to land on
the requester's view.
Three slices on mai/riemann/inventor-universal:
d5a01e6 Slice 1 — RenderSpec.list.row_action + validator + tests
de4e133 Slice 2 — <FilterBar> scaffolding (axes / url-codec / save-modal)
4670cd6 Slice 3 — /inbox migrates to <FilterBar>; tabs collapse to chips
What ships (Phase 1):
- A new frontend/src/client/filter-bar/ module:
types.ts — Spec + RenderSpec + AxisDeclaration types
axes.ts — registry of supported filter axes
url-codec.ts — URL ↔ FilterSpec serialization (round-tripping)
save-modal.ts — "Speichern als Sicht" dialog
index.ts — <FilterBar> mounts
Plus a url-codec.test.ts golden table.
- /inbox surface migrates to the bar:
Top-level "Zur Genehmigung / Meine Anfragen" tabs collapse into the
bar's `approval_viewer_role` chip cluster (incoming / outgoing /
both). One control, three mutually exclusive options. Stateful via
`?role=` URL param.
Bookmark-friendly: legacy `?tab=mine` + `?tab=pending-mine` redirect
to `?role=outgoing` and `?role=incoming` respectively for one
release.
Sortable column headers on the result list (list-shape only;
cards/calendar shape-modes defer their own ordering to the spec).
- RenderSpec.list gains `row_action` ("navigate" | "expand" | "none")
so list-shape surfaces declare row click behaviour explicitly. The
validator + tests cover the new field.
- system_views.go gains the inbox SystemView definitions so the bar
reads its base spec from the same registry that custom views use.
m's locked positions (commit `1e23745` design doc; m's greenlight
2026-05-08 21:47): all 11 default picks honoured. Q4 = collapse
tabs to chips ✓.
Phase 2 surfaces (port /agenda → bar; port /events → bar; port
/deadlines → bar; port /appointments → bar) follow as separate PRs.
Refs m/paliad#23.
Two slices on mai/noether/collapse-regel-typ-on:
0c12644 feat(deadline-rules): expose concept's canonical event_type per rule
1e97ecc feat(deadlines/new): auto-link Typ to Regel's concept
What ships:
- New junction paliad.deadline_concept_event_types maps every
paliad.deadline_concepts row to its canonical paliad.event_types
row(s). Many-to-many for concepts with multiple legitimate variants
(statement-of-defence ↔ base + with_ccr + no_ccr; opposition across
EPO + DPMA). Exactly one row per concept marked is_default = true
by a partial unique index — that is the row the deadline form
auto-fills with.
- Backend: paliad.deadline_rules_with_concept_event_type view + the
deadline-rules read path now expose the rule's default concept
event_type so the form has the auto-fill target without an extra
round-trip.
- Frontend deadline create / edit form: when the user picks a Regel,
the Typ chip auto-fills with the rule's concept's default event_type.
A small "vorgegeben durch Regel — überschreiben?" hint sits next to
the chip so the auto-fill is visible. The user can override (free-
text or pick a different type); the override is explicit, no
blocking validation.
- Free-text Typ stays available — manual deadlines without a
matching rule (e.g. "Call me" reminders) keep working as today.
Migration housekeeping
======================
noether authored her migration as 072 on her branch but main had
already taken 072 via minkowski's t-paliad-164 (paliad.projects.our_side).
Renumbered to 073 during merge resolution to resolve the same-number
collision. Added IF NOT EXISTS guards on CREATE TABLE / CREATE INDEX
for re-run safety (the seed INSERT already had ON CONFLICT DO NOTHING).
Live tracker bumped 72 → 73 in the same operation: both effects
(our_side column AND deadline_concept_event_types table) were
applied to live during dev (each worker against the same DB), so
the tracker advance reflects schema reality. Next deploy sees
tracker=73 with file 073 present and has nothing to apply.
Refs m/paliad#18.
Three slices on mai/minkowski/project-level-our-side:
188d8ec Slice 1 — paliad.projects.our_side column + service plumbing
5d9c62d Slice 2 — "Wir vertreten" select on the project edit form
3a41ace Slice 3 — Determinator predefines perspective from our_side
What ships:
- Migration 072 adds paliad.projects.our_side text with check constraint
IN ('claimant','defendant','court','both', NULL). Idempotent
(IF NOT EXISTS / DO blocks). NULL stays the default.
- Project model + service plumbing: OurSide *string on models.Project,
threaded into Create / Update / SELECT projections + handlers.
- Project edit form: new "Wir vertreten" select with the four options
+ "unbekannt / nicht gesetzt", DE+EN i18n.
- Fristenrechner Determinator (Slice 3c — perspective chip): when a
project is selected and our_side is set, the chip is predefined to
that value with a "vorgegeben durch Akte" hint above. The user can
still override (chip click); the override is explicit. When
our_side is NULL, the existing free-pick behaviour stays.
m's dogfood (2026-05-08 21:42): "We chose a case of ours where our
side should be predefined - yet I can make a selection for which
side we are." Now resolved end-to-end: edit the project once to set
"Wir vertreten = Klägerseite", and the Determinator perspective chip
auto-locks to that side on every subsequent visit.
/inbox is the first surface to consume the universal FilterBar. The
two-tab UI collapses into the bar's approval_viewer_role chip cluster
(per Q4 lock-in 2026-05-08 21:47); status / entity_type / time chips
are new affordances; density toggle gives the activity-feed look the
brief asked for.
Changes:
- system_views.go: InboxSystemView + InboxRequesterSystemView render
spec gains RowAction=approve so shape-list.ts knows which row
layout to stamp (entity title + diff + approve/reject/revoke).
- shape-list.ts: row_action='approve' branch — stamps the inbox-row
markup the surface owned today; surface attaches click handlers
via data-attrs on .views-approval-action / .views-approval-row.
- inbox.tsx: tab row replaced with <div id='inbox-filter-bar'> +
<div id='inbox-results'>. Heading + admin nudge unchanged.
- client/inbox.ts: shrunk to mountFilterBar with axes [time,
approval_viewer_role, approval_status, approval_entity_type,
density, sort]. Action handlers run via fetch + bar.refresh().
Legacy ?tab=mine -> ?a_role=self_requested redirect on mount so
bookmarks / sidebar bell still land on the right sub-view.
Build clean: bun run build + go build/vet/test all pass.
When the user picks a Regel on /projects/{id}/deadlines/new (or the
global /deadlines/new), auto-populate the Typ chip with the rule's
concept's canonical event_type — using the
concept_default_event_type_id field server-side hydrated by mig 072.
Soft hint "Typ vorgegeben durch Regel — entfernen, um zu überschreiben"
when the chip exactly matches the rule's suggestion. Soft warning
"Hinweis: Typ widerspricht Regel" when the user has picked an event_type
that contradicts the rule's concept.
The picker is replaced silently when it still reflects the previous
rule's auto-fill (or is empty); leaves a manually-edited picker alone.
DE+EN i18n via deadlines.field.rule.{autofill,mismatch}. Reuses the
existing .form-hint--warning yellow-tint style; no new CSS.
Closesm/paliad#18 Item A — rule-vs-event redundancy on the manual
deadline create form.
Closes m's 2026-05-08 21:42 dogfood loop: when the user picks an Akte
that knows its own side, the Determinator perspective chip should be
locked to that side instead of asking the user to re-pick something
the project already knows.
ProjectOption gains our_side; the JSON already carries it from
slice 1 (ProjectService.projectColumns). New helper
applyOurSidePredefine maps project.our_side onto the chip:
claimant → "claimant" chip active
defendant → "defendant" chip active
court → null chip cleared (court actions are neutral
to the user's side, so no narrowing)
both → null explicit "Beide" intent
null/undef → no-op
URL wins: if ?role= is present at call time the user (or a shared
link) chose it explicitly and we don't overwrite. When we do predefine,
we write the same value to the URL so refresh + back/forward round-trip
correctly. Two call sites:
- selectProject: in-page Akte pick. push history (replaceURL=false) so
back-button restores the prior state.
- post-fetchProjects hydration: the deep-link / refresh path. Use
history replace so the URL stays clean.
A small "vorgegeben durch Akte" / "predefined from project" hint
renders next to the chip strip (italic muted). Visible whenever the
active perspective came from the project; cleared on any chip click
(explicit override) and on Step-1 reselect (no Akte = no hint).
popstate restores hint visibility by recomputing from
project.our_side ↔ currentPerspective so back/forward feels right.
Free-pick is preserved: clicking another chip overrides the
predefine and the cascade re-narrows immediately.
Add paliad.deadline_concept_event_types junction (mig 072) mapping each
deadline_concept to its canonical paliad.event_types row(s). Hydrate
DeadlineRule.ConceptDefaultEventTypeID via one IN query per List call so
/api/deadline-rules carries the autofill hint for the deadline create
form (t-paliad-165 / m/paliad#18).
Seed mapping covers the active concepts driving existing rules — 29
rows across 26 distinct concepts. Concepts without an obvious event_type
counterpart (decision, filing, grant, the DE-only Begründung family)
stay unmapped; auto-fill silently skips them.
ProjectFormFields gains a fifth select between case-specific block and
the description textarea: "Wir vertreten" with options claimant /
defendant / court / both / "" (the unset sentinel labelled
"Unbekannt / nicht gesetzt"). Type-agnostic — every project type
carries it because the Determinator picks it up regardless. Form-hint
explains it predefines the Determinator perspective and stays
overridable.
client/project-form.ts: readPayload writes our_side as a normal
stringField (empty string in edit mode clears the column via the
nullableOurSide helper on the service); prefillForm hydrates the
select from p.our_side. Both gate on tryGet so /projects/new (which
shares the form) still loads if the field is later removed.
i18n already in slice 1; this commit only wires the markup +
client logic.
m's 2026-05-08 21:42 dogfood feedback on the Determinator perspective
chip: when an Akte is selected, the chip should be locked to the firm's
known side instead of asking the user to re-pick. paliad didn't track
that anywhere — paliad.parties.role records each party's role but no
flag for "this is the side we represent".
Migration 072 adds paliad.projects.our_side text with a CHECK
constraint (claimant | defendant | court | both | NULL). NULL stays the
default so existing rows are neutral and the Determinator falls back to
free-pick. Idempotent (ADD COLUMN IF NOT EXISTS + DO-block guarded
constraint) so a re-run against a partially-applied state is safe —
paliad has been bitten by collision twice this week.
Project model + ProjectService:
- OurSide *string field on models.Project
- CreateProjectInput / UpdateProjectInput accept our_side
- INSERT and partial UPDATE thread the value through; validateOurSide
rejects unknown enum values with ErrInvalidInput before the DB
constraint would; nullableOurSide turns "" into NULL so the form's
"unset" sentinel can clear the column
- Update logs an our_side_changed audit event with "<from> → <to>"
description (matching status_changed / project_type_changed
shape); both ends use the literal "none" sentinel for NULL so the
frontend renderer can map it to projects.field.our_side.none
i18n: event.title.our_side_changed (DE/EN), dashboard.action.short
verb form, projects.field.our_side.{label,hint,unset,claimant,
defendant,court,both,none} for the upcoming Slice 2 select.
Frontend translateEventDescription gets an our_side_changed branch
that runs translateArrowSlugs over the projects.field.our_side.*
prefix so the Verlauf tab renders localized labels.
Slice 2 wires the form, Slice 3 wires the Determinator.
Schema bump that lets the universal <FilterBar> tell shape-list which
row interaction to wire (navigate / complete_toggle / approve / none).
Defaults to navigate when empty so existing SystemView definitions and
saved user views continue to render rows that route to the per-kind
detail page.
Validator extended; pure-Go test cases over every enum value + reject.
TS mirror updated in client/views/types.ts. No DB migration — the
field is purely additive on the JSON shape.
Two follow-up slices on the inline-Paliadin scope (m's 2026-05-08 21:37):
1782dfa Slice F — cross-surface DB-driven history hydrate
ae1cba4 Slice G — tmux crash-recovery primer
What ships:
- The inline drawer (client/paliadin-widget.ts) and the standalone
/paliadin page (client/paliadin.ts) now share one session id and
one history bucket. localStorage stays as a render-cache only;
the DB (paliad.paliadin_turns) is source of truth. Both surfaces
hydrate from GET /api/paliadin/history?session=<id>&limit=N on
mount, then reconcile localStorage with the server response (always
prefer server). Eliminates the trap klaus warned about (paliad#19,
the localStorage short-circuit that hid late server-side responses).
- A turn typed into the drawer now shows up when the user opens
/paliadin and vice versa, on both the same browser and across
refreshes.
- tmux crash-recovery primer: when LocalPaliadinService /
RemotePaliadinService detects a fresh pane (tmux session label
rotated, or no prior turn output in the response dir), it injects
a context-dump primer with the last N exchanges from
paliad.paliadin_turns BEFORE the new prompt lands. The persona
catches up on the conversation rather than starting from zero.
Primer format documented in scripts/skills/paliadin/SKILL.md.
Auth gate unchanged: /api/paliadin/history honours PaliadinOwnerEmail
just like /api/paliadin/turn. Tests added for the hydrate + reconcile
+ primer paths in paliadin_test.go.
When a user's tmux session dies (mRiver reboot, OOM, manual kill,
container restart) the next turn used to wake claude with NO prior
context — the persona had to derive everything from the new turn
alone. Now: when the Go side detects a fresh pane, it pulls the last
N exchanges from paliad.paliadin_turns and prepends them as a
[primer …][/primer] block to the next user envelope.
Format SKILL.md parses (single-line, control-chars stripped):
[PALIADIN:<turn_id>] [primer last=N] U: … \n A: … \n … [/primer] [ctx …] <Frage>
Detection paths:
- Local (LocalPaliadinService): ensurePane now returns
(target, isFresh, err). isFresh is true when no prior
@paliadin-scope=chat window existed and we created one. RunTurn
passes that into buildPrimerIfFresh.
- Remote (RemotePaliadinService): can't see across the SSH boundary
to know the pane's true freshness, so we approximate with a
per-(session, Go-process) "primed" cache. First turn after
process-start, ResetSession, or healthGate failure rebuilds the
primer; subsequent turns skip it. ResetSession + healthGate failure
both call clearPrimed(session) explicitly.
paliadinDB.buildPrimerIfFresh assembles the block:
- Reads the last MaxPrimerTurns=5 exchanges from
ListHistoryForSession (Slice F).
- truncateForPrimer normalises each side (drops \r\n, collapses
whitespace, caps at MaxPrimerCharsPerSide=600 with …).
- Returns "" silently when isFresh=false, no SessionID, no prior
history, or DB error — the user's actual question still lands; we
only lose the recap.
SKILL.md (~/.claude/skills/paliadin/SKILL.md, refreshed via
scripts/install-paliadin-skill) gets a new "Crash-recovery primer"
section above the context-envelope block. Five behaviour rules:
1. Don't re-execute prior tool calls (audit log already has them).
2. Use the primer for thread continuity, not as a data source.
Re-call tools for fresh facts.
3. Truncated lines (ending in …) are partial — paraphrase rather
than quote.
4. No primer at all = normal case (existing pane, history is in
tmux memory). Behave as before.
5. Acknowledge sparingly — usually just answer the actual question
with the recap as silent context.
New test TestTruncateForPrimer pins the per-side truncation contract
(no \r\n leaks, repeated spaces collapsed, ellipsis on oversized
input, short input untouched). go test green.
Refs: docs/design-paliadin-inline-2026-05-08.md §6
(deferred Anthropic API cutover prereq).
m/paliad#23. Recommends a single <FilterBar> client component on top of
the existing Custom Views substrate (t-paliad-144) — FilterSpec +
RenderSpec + ViewService + 5 code-resident SystemViews + ad-hoc
/api/views/run already cover every axis the issue lists.
Position: m's "halfway there without custom views" is exactly right.
Lift the substrate from /views/{slug} up to "the bar that every list-
shaped page reads from", with one schema bump (RenderSpec.list.row_action)
to keep entity-table row-click contracts intact.
Migrate one surface per PR: /inbox first (lowest blast radius, no filter
today), /events last (proof point, richest filter). /projects stays
bespoke per t-paliad-149 lock-in.
12 open questions (Q1-Q12) for m before lock-in. No hour estimates.
Verified premises: the issue body's `paliad.user_view_layouts` is a
typo — actual table is `paliad.user_views` (056). `/api/views/run` and
`/api/views/{slug}/run` confirmed live in internal/handlers/views.go.
Two Paliadin chat surfaces shared a user but not their conversation:
the inline drawer (paliadin-widget.ts) maintained `paliadin:widget:session`
+ `paliadin:widget:history:` while the standalone /paliadin page used
`paliadin:session` + `paliadin:history:`. A turn typed in the drawer
never surfaced on /paliadin and vice versa, and a localStorage wipe
tossed everything.
Fix in three coordinated parts:
1. **Shared session id.** The widget now uses the same `paliadin:session`
key the standalone page already uses. One-time migration in
bootSession copies any legacy `paliadin:widget:session` across so
existing users keep their conversation thread, then deletes the legacy
key. The widget's HISTORY_PREFIX also drops the `widget:` namespace
so both surfaces' render-caches address the same bucket.
2. **DB-driven history.** New endpoint:
GET /api/paliadin/history?session=<id>&limit=<N>
Returns the caller's turns for the session, oldest → newest,
gated by PaliadinOwnerEmail (same gate as POST /api/paliadin/turn).
Backed by paliadinDB.ListHistoryForSession, which mirrors the
existing visibility predicate (own rows always; all rows for
global_admin). Default limit 50, capped at 200.
3. **Hydrate-on-mount, hydrate-on-open.**
- paliadin.ts (standalone page): DOMContentLoaded calls
hydrateFromServer() right after renderHistory() seeds from
localStorage. DB rows replace the cache when present.
- paliadin-widget.ts (inline drawer): revealIfOwner kicks
hydrateFromServer in the background after rehydrateHistory paints
the cache. openDrawer() also calls hydrateFromServer so a turn the
user typed on /paliadin since the last drawer-open shows up
without a manual reload.
Reconciliation: DB > localStorage when DB has rows. DB call fails or
returns empty → keep showing whatever's in cache (offline cushion).
This kills the trap klaus warned about (paliad#19): every render
reconciles against the server, no first-paint short-circuits.
Schema: zero migrations. paliad.paliadin_turns already carries
session_id + user_message + response + ts since the t-paliad-146 PoC;
this slice just adds a typed read path.
Backwards compatible: the standalone /paliadin page's session key is
unchanged; only the widget migrates onto it.
Builds + tests green; i18n unchanged.
Refs: m/paliad#19 (localStorage short-circuit), m/paliad#20 (inline modal),
docs/design-paliadin-inline-2026-05-08.md §3.4.
m's 2026-05-08 21:28: "The Projektbaum inside a Project in the tab
with the Unterordner should just be the same as the Tree in Projects.
It has symbols, everything. That should be a shared component."
Drop the inline mini-tree renderer (renderTreeNode / loadProjectTree /
~50 lines of duplicate logic) in client/projects-detail.ts and mount
the existing client/project-tree.ts module into the tab's container.
The shared component carries:
- per-type icons (Mandant / Litigation / Patent / Case)
- pin star (touch-friendly)
- overdue / open-deadline badges with subtree counts
- status chip + type chip
- expand / collapse toggles
- inherited-visibility marking
- search highlighting (no-op when no search params are passed)
Current project highlight: set aria-current="true" on the matching
.projekt-tree-node after mount. The shared CSS already styles
.projekt-tree-node[aria-current="true"] > .projekt-tree-row with the
lime accent (global.css :5853).
Removed the now-dead mini-tree CSS block that was also accidentally
overriding .projekt-tree-title from the real tree (later-defined rule
won the cascade and erased the shared title weight).
loadChildren() still fetches /api/projects/<id>/children for the
empty-state gate ("Keine untergeordneten Projekte" when this node has
no direct children) and the create-link parent_id pre-fill — both
predicates depend on direct children, not the visible tree.
m's dogfood 2026-05-08 21:16: project card for "UPC-CoA Berufung Huawei"
showed "4 offen" but "Nächste Termine — keine bevorstehenden Termine"
even though the four pending deadlines exist with future due dates.
Live container log:
ERROR service: cards preview appointments:
pq: column t.starts_at does not exist at position 13:41 (42703)
The cards-preview appointments query used `t.starts_at`; the actual
column on paliad.appointments is `start_at` (singular). The query
errored, CardsPreview returned (nil, error), the handler returned a
500, and the frontend's `r.ok ? r.json() : []` fell through to an
empty preview map for every project — so deadlines that the deadline
half of the same function had already loaded never reached the card.
"4 offen" stayed visible because that count comes from BuildTreeWith-
Options, a separate query untouched by the bug.
Fix: rename starts_at → start_at in the rowAppointment db tag, the
ORDER BY, the WHERE clause, and the SELECT projection. StartsAt as
the Go field name stays — only the db tag + SQL identifiers change.
Same column name everywhere else in the codebase already used start_at.
m's 2026-05-08 21:11: the changelog entry was sharing the sparkle ✨
glyph with the new Paliadin AI surface (inline widget trigger, agent-
suggested provenance pill, /paliadin entry). Now that ✨ carries an
explicit AI semantic in paliad's visual language, swapping the
changelog to a newspaper SVG keeps the two affordances orthogonal.
m's dogfood 2026-05-08 20:35: a deadline showed an approval-pending
banner on its detail page but did not appear in /inbox under either
"Zur Genehmigung" or "Meine Anfragen". Live container log:
ERROR service: list submitted by user: sql: Scan error on column
index 5, name "pre_image": unsupported Scan, storing driver.Value
type <nil> into type *json.RawMessage
Root cause: paliad.approval_requests.pre_image is NULL whenever the
lifecycle_event is 'create' (no prior row state to capture). The Go
ApprovalRequest struct binds it as json.RawMessage, which is a []byte
typedef that does NOT implement sql.Scanner — sqlx fell back to
*json.RawMessage and choked on the NULL. Same hazard on .payload for
'complete' / 'delete' rows where there's no payload either.
The handler returned the resulting error as a 500, the inbox.ts catch
swallowed it as a network failure, and rendered the empty state. Both
tabs were dark because both list paths hit the same scan.
Fix: introduce models.NullableJSON, a []byte typedef that implements
sql.Scanner / driver.Valuer / json.Marshaler / json.Unmarshaler and
treats NULL ↔ nil cleanly. Inline JSON output is preserved (no base64
cast that bare []byte would have caused). Bind PreImage + Payload to
NullableJSON; existing call-sites (approval_service.go:606) keep
working — both json.RawMessage and NullableJSON are []byte under the
hood, and len() / json.Unmarshal accept either.
Other nullable jsonb columns (User.EmailPreferences, *Metadata) are
all NOT NULL with default '{}' so they don't hit the same path; left
as json.RawMessage.
Verified: live tracker is at v71, no schema change needed; approval
service tests green; /api/inbox/mine query against prod returns the
three expected rows for m once the binary picks this up.
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.
