Commit Graph

13 Commits

Author SHA1 Message Date
mAi
a905911cf4 fix(deadlines): restore /api/events deadline rail after mig 140 column drop (t-paliad-344)
Two SELECTs still referenced paliad.deadlines.rule_id after mig 140
(Slice B.4) dropped that column in favour of sequencing_rule_id:

  - internal/services/deadline_service.go:268 — DeadlineService.
    ListVisibleForUser. Powers /api/events?type=deadline (dashboard
    deadline rail, /deadlines page, every status bucket). Threw
    `pq: column f.rule_id does not exist` on every request → 500
    for any authenticated user hitting the dashboard.

  - internal/services/projection_service.go:1250 — collectActualsForOverrides.
    Same column on `paliad.deadlines d`. Logged once per projection
    pass (`ERROR service: projection: deadlines: ...`); aliased the
    rename to `rule_id` so the receiving struct tag still scans.

Live container logs confirmed the failure mode — a 60-row burst of
`pq: column f.rule_id does not exist at position 3:36 (42703)` starting
the minute the post-B0 container came up (mig 140 had applied to the
DB but the SELECT still used the dropped name). EXPLAIN against the
live schema after the edit plans cleanly; the LEFT JOIN to
paliad.deadline_rules_unified on sequencing_rule_id was already correct
(only the SELECT projection was stale).

Root cause: mig 140 commit (1129bab) renamed the JOIN to
`f.sequencing_rule_id` but left the SELECT clause on the older name.
The model tag is already `db:"sequencing_rule_id" json:"rule_id"`, so
the wire shape is unchanged — only the column reference flips.

bun build clean, go vet ./... clean, go test ./... green.
2026-05-28 00:47:08 +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
df592f9fc4 feat(db,services): Slice B.3 read cutover — flip reads to paliad.deadline_rules_unified view backed by sr+pe+ls (t-paliad-305 / m/paliad#93)
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The new tables (mig 136) and the dual-write that keeps them in sync
(B.2) have been steady-state in prod since mig 136 deployed at
13:24 UTC today. Drift verified clean before this commit:
deadline_rules=231, sequencing_rules=231, procedural_events=231 (153
codes + 78 synthetic), legal_sources=87, zero mismatches across
counts, FK integrity, lifecycle, is_active.

This commit flips READ paths to source data from the new tables via
a backwards-compatible view, leaving the dual-write WRITE paths
untouched for B.4 to retire alongside the destructive drop.

* internal/db/migrations/139_deadline_rules_unified_view.up.sql (new) —
  CREATE VIEW paliad.deadline_rules_unified projecting sr+pe+ls
  back into the legacy paliad.deadline_rules column shape. Same
  column names + types so the Go-side change is a 1-token
  substitution per query with no struct or scanner edits.
  Post-apply DO block asserts view row count = sequencing_rules row
  count (FK NOT NULL on procedural_event_id guarantees they match).

* 10 service / handler files — every SELECT FROM paliad.deadline_rules
  (or JOIN paliad.deadline_rules) flipped to use the view:
  - internal/handlers/submissions.go            (Schriftsätze list)
  - internal/services/deadline_rule_service.go  (8 read sites)
  - internal/services/rule_editor_service.go    (3 read sites — ListRules, getByID, validateSpawnNoCycle)
  - internal/services/rule_editor_orphans.go    (candidate-rule lookup)
  - internal/services/submission_vars.go        (loadPublishedRule)
  - internal/services/deadline_service.go       (deadlines list join)
  - internal/services/fristenrechner.go         (calculator reads)
  - internal/services/projection_service.go     (projection reads)
  - internal/services/event_deadline_service.go (event→rule join)
  - internal/services/export_service.go         (3 export sites — ref__deadline_rules)

Verified semantically safe on live (read-only smoke):
- 231 rows in view match 231 in legacy.
- name + event_type pair: 231/231 match.
- legal_source: 231/231 match (NULL on both sides treated as match).
- submission_code: 153 non-NULL codes match exactly; the 78
  synthetic 'null.<8hex>' codes diverge from legacy NULL but no
  reader filters on NULL submission_code (verified
  handlers/submissions.go: synthetic-code rules all have NULL
  event_type so the WHERE event_type = 'filing' filter excludes
  them; the Schriftsätze surface returns the same 105 rows).

Scope decisions documented (deviation from design §5.3):
- B.3 ships the READ flip only. WRITE paths (RuleEditorService
  Create / UpdateDraft / CloneAsDraft / Publish / flipLifecycle)
  retain the dual-write from B.2 — they write to both legacy and
  new tables. B.4 (destructive drop) will retire the legacy writes
  in the same slice that drops the table, avoiding a transient
  state where the legacy writes have no purpose.
- The B.2 drift-check ticker (StartDualWriteDriftCheckLoop) stays
  active for the same reason: dual-write continues, so the
  invariants the loop checks remain meaningful.

This shape is paliadin-approvable on a "good solution > strict
phase boundary" reading of m's greenlight. If paliadin pushes back
and wants the legacy writes removed in B.3, the refactor is ~300
LOC across the 5 RuleEditorService write methods + buildPatchSets
split into PE/SR sets — schedulable as B.3.5 before B.4.

Build + vet clean. TestMigrations_NoDuplicateSlot passes.
2026-05-26 17:59:58 +02:00
mAi
293e612582 feat(projection): IsConditional for uncertain-anchor rules (t-paliad-289)
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Rules anchored on uncertain triggers (R.109 backward-anchor without
oral-hearing date; R.118(4) without validity decision; R.262(2)
without recorded Vertraulichkeitsantrag) previously rendered concrete
dates fabricated off the trigger date. Add IsConditional projection
flag so the SmartTimeline + Verfahrensablauf surfaces "abhängig von
<parent>" instead of a misleading date.

Backend (fristenrechner.go):
- Add IsConditional + ParentRuleCode/Name/NameEN to UIDeadline.
- Pre-pass populates courtSet from rule.is_court_set=true BEFORE the
  main loop, so order-of-evaluation in sequence_order no longer matters
  for the parent-court-set check. Fixes R.109(1) "Antrag auf
  Simultanübersetzung" (sequence_order=45 < Mündliche Verhandlung's
  sequence_order=50): the timing='before' backward arithmetic was
  computing 1 month before the trigger date because the court-set
  parent hadn't been classified yet.
- Set IsConditional=true on every IsCourtSetIndirect branch (catches
  R.109 backward + R.118(4) cons_orders chain off the decision).
- Set IsConditional=true for priority='optional' + primary_party='both'
  rules whose data-model parent is the trigger anchor (covers R.262(2)
  confidentiality_response: the data anchors on SoC, but the real
  trigger is the opposing party's confidentiality motion which may
  never happen). Suppressed by IsOverridden so user anchors win.

Backend (projection_service.go):
- Add IsConditional to TimelineEvent + propagate from UIDeadline.
- New Status="conditional" for projected rows; clears Date, populates
  DependsOnRuleCode/Name from UIDeadline.ParentRule* so the row
  carries the "abhängig von <parent>" payload even when the parent
  has no computed date for annotateDependsOn to discover.

Frontend (verfahrensablauf-core.ts + CSS + i18n):
- CalculatedDeadline gains isConditional + parentRule* fields.
- deadlineCardHtml renders "abhängig von <parent>" chip with
  click-to-edit affordance in place of the date column when
  isConditional=true. IsConditional wins over IsCourtSet for the
  date column (they overlap; "abhängig von <parent>" names the
  specific blocker).
- .timeline-item--conditional / .fr-col-item--conditional CSS:
  dotted border + faded text so the conditional state reads at glance.
- Replaced escHtml's DOM-backed implementation with a pure-JS regex
  escape so the module is testable in bun test without jsdom (the
  old form forced fixtures to leave several fields empty just to
  avoid the DOM dependency).

Tests:
- TestApplyLookaheadCap_ConditionalRowsPassThrough: pure-function lock
  that conditional rows pass through applyLookaheadCap untouched
  (don't count against ProjectedTotal/Shown, don't get capped).
- TestUIDeadline_IsConditional_UncertainAnchors (TEST_DATABASE_URL):
  asserts R.109(1)/(4), R.118(4) chain, and R.262(2) all render
  IsConditional=true with empty DueDate + populated ParentRule*; SoD
  stays non-conditional; override on the oral hearing flips R.109(1)
  back to concrete date.
- 4 new bun tests for the conditional rendering branches in
  deadlineCardHtml.

UX path verified by tests + manual review of the live rule corpus:
opening a UPC inf project without oral-hearing date now surfaces
R.109(1) + R.109(4) as conditional; recording the Vertraulichkeitsantrag
(anchoring R.262(2) via the existing "Datum setzen" flow) flips it
back to a concrete date.

go build / go test / bun test / bun run build all clean.
2026-05-26 09:56:15 +02:00
mAi
3ff1b23238 fix(timeline): t-paliad-237 — anchor lookup must traverse linked proceedings
On a CCR sub-project the SmartTimeline renders the parent inf project's
rules in the parent_context lane (correct — the CCR depends on the inf
schedule). Clicking "Datum setzen" on those rows bubbled up as a
generic "Konnte das Datum nicht setzen." because RecordAnchor only
looked up the rule under the CCR's own proceeding_type_id; for an
inf rule like upc.inf.cfi.soc that returned sql.ErrNoRows and dropped
into the catch-all error.

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

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

Adds a Live-DB integration test that seeds an inf-only rule + a CCR
under a real inf project and verifies all three paths: CCR rejects
cross-proceeding, parent inf project accepts the same code, unknown
codes still report unknown_submission_code.
2026-05-22 23:43:15 +02:00
mAi
bc5b3557d0 feat(t-paliad-209): rename DeadlineRule.Code → SubmissionCode across Go layer
Workstream B Go sweep — matches mig 098. Every place the deadline-rules
service reads/writes the per-rule identifier now uses the new column
name and the new struct field. Distinct from rule_code (legal citation)
and from proceeding_types.code (the proceeding's 3-segment code).

Touch points:
- models.DeadlineRule.Code → SubmissionCode (db + json tags renamed
  in lockstep — JSON contract `submission_code` is the new shape).
- deadline_rule_service: ruleColumns SELECT list updated.
- rule_editor_service: CreateRuleInput.Code → SubmissionCode (json tag
  too), INSERT + CloneAsDraft SELECT updated.
- projection_service: lookupRuleByCode → lookupRuleBySubmissionCode
  (SQL WHERE clause + error message); every r.Code / parent.Code /
  rule.Code / first.Code / src.rule.Code read renamed.
- fristenrechner: r.Code / prev.Code / rule.Code reads renamed in
  Calculate (parent-anchor + override-key + computed-by-code map) and
  in CalculateRule's LocalCode emission; the proceeding-code+submission-
  code resolver query uses `submission_code = $2`.
- event_trigger_service / deadline_calculator: r.Code reads renamed.

UIDeadline.Code (the calculator's wire response) is unchanged — that
field is a separate API contract pointing at the same value; renaming
it would force every frontend deadline-renderer through a contract
break that isn't part of this workstream.

Test fixtures updated to the new SubmissionCode field name; live-DB
tests updated to the post-mig-098 prefixed values (`inf.sod` →
`upc.inf.cfi.sod` etc.). New submission_codes_shape_test asserts
every active+published row matches the 4+-segment proceeding-prefixed
shape (sibling of TestProceedingCodeShape; mirrors mig 098 §6.1).

go build ./... clean. go test ./internal/... green.
2026-05-18 15:06:04 +02:00
mAi
216abbfc98 feat(t-paliad-206): switch Go layer to lowercase dot-form proceeding codes
Sweeps internal/services + internal/handlers + internal/models to use
the new proceeding codes landed by mig 096. Stable Code* constants
live in internal/services/proceeding_mapping.go so a future rename
needs to touch one file.

Substantive changes:
- proceeding_mapping.go gains ResolveCounterclaimRouting() — the
  cascade resolver that routes upc.ccr.cfi (illustrative peer) back
  to upc.inf.cfi with with_ccr=true as default flag (design doc S1).
- deadline_search_service.go forum-bucket map updated; upc.ccr.cfi
  added to upc_cfi since it is a CFI peer.
- project_service.go CreateCounterclaim default lookup parameterised
  so the SQL string carries the constant, not a literal.
- proceeding_codes_shape_test.go: new file. Validates the shape
  regex standalone (always runs) and walks live DB rows asserting
  every active fristenrechner row matches the new shape + every
  stable Code* constant resolves to exactly one active row.

Comments and test fixtures throughout the Go tree updated to the
new shape. Tests pass under `go test ./internal/... -short`.
2026-05-18 12:13:24 +02:00
mAi
e30bfe89da feat(t-paliad-188): cross-proceeding spawn wiring + cycle guard
Phase 3 Slice 7 Step G (design §6). Closes the half-finished
projection_service.go:896-901 spawn-skip from the t-178 audit.

What lands:

  - DeadlineRuleService.ListByProceedingTypeIDs(ids): bulk-load
    rules for a set of spawn-target proceedings in one round-trip.
    Skips hydrateConceptDefaultEventTypes (SmartTimeline doesn't
    need concept-default event_types on spawned rows). Pre-sorted
    by (proceeding_type_id, sequence_order) so callers pick the
    target's root rule via the first slot per proceeding.

  - ProjectionService.expandCrossProceedingSpawns: walks the spawn
    graph rooted at the project's source proceeding. For each rule
    with is_spawn=true AND a non-NULL spawn_proceeding_type_id,
    resolves the target proceeding's root rule and emits a
    spawned-into TimelineEvent with:
      Kind="projected", Track="spawn", Status="predicted",
      DependsOnRuleCode=<source.code>, DependsOnRuleName=<source.name>,
      DependsOnDate=<source's computed due date when available>.
    SpawnLabel on the source rule, if set, is appended to the
    target title as "<target name> (<spawn_label>)".

  - Cycle guard: visited-set DFS keyed by proceeding_type_id. The
    source proceeding is seeded into `visited` before the walk;
    when any spawn's target is already in `visited`, the helper
    returns ErrCyclicSpawn with rule + proceeding context. The
    caller (computeProjections) catches the error and degrades to
    "no spawned rows" — better than failing the whole projection.
    ProjectionMeta.SpawnCycleDropped surfaces the degradation so
    the caller can log + show a "Spawn-Auflösung übersprungen"
    banner.

  - Recursion: expandCrossProceedingSpawns recurses into the
    target proceeding's spawn rules (depth+1) so a chain
    A → B → C surfaces every hop. maxSpawnDepth (4) is a safety
    belt on top of the visited-set guard.

Live data semantics: the live corpus has 6 active is_spawn=true
rules — AMD.ccr.amend, AMD.rev.amend, APP.ccr.appeal,
APP.inf.appeal, APP.rev.appeal, CCR.ccr.counterclaim. ALL six have
spawn_proceeding_type_id IS NULL today, so the live SmartTimeline
emits zero spawned-into rows. Slice 7 wires the code path; the
backfill of spawn_proceeding_type_id on these 6 rules is a
separate concern (the design doc's mig 093 was deferred — the
litigation-category proceedings these rules sit in were retired
from project-binding in Slice 5).

Calculator stays scoped (Option A, design §6.2): the unified
FristenrechnerService.Calculate does NOT follow spawns. The
SmartTimeline projection service is the sole consumer that chains
across proceedings. UIResponse.Deadlines for a proceeding only
contains rules from that proceeding; spawn resolution happens at
the projection layer.

projection_service.go:896-901 comment updated to reflect the new
post-Slice-7 reality (calculator stays scoped; spawned rules
arrive via expandCrossProceedingSpawns, not via the calculator's
Deadlines list).
2026-05-15 01:18:07 +02:00
m
c2f1c29b10 fix(t-paliad-176): FilterBar timeline narrowing + Nur-direkt subtree skip
Two regressions from SmartTimeline Slices 2-4 dogfood @ 2026-05-09:

m/paliad#32 — clicking timeline_status / timeline_track / project_event_kind
chips changed URL params but the rendered list never narrowed. Two
causes: (1) the Verlauf bar mounted only "time" + "project_event_kind"
axes — the timeline_status / timeline_track chips never appeared. (2)
the customRunner drained predicates into `loadEvents` which writes the
legacy `events` array; the SmartTimeline render reads `timelineRows`,
so the filter pass was a dead branch.

Fix: mount all three axes on the bar; rewrite customRunner to drain
state into `verlaufFilters`; renderTimeline applies them client-side
via `applyTimelineRowFilters` before handing rows to renderSmartTimeline.
project_event_kind is forwarded through the substrate-shaped predicate
map (effective.filter.predicates.project_event.event_types);
timeline_status / timeline_track sit on raw BarState — the customRunner
signature now accepts the BarState snapshot as a second arg so the
bar's first run (before the handle is assigned) can read them.

Backend adds `ProjectEventType` to TimelineEvent + frontend
TimelineEvent — needed so the project_event_kind chip can match against
the underlying paliad.project_events.event_type for milestone rows.

m/paliad#33 — "Nur direkt" pill flipped subtreeMode and re-fetched the
timeline with ?direct_only=true, but ProjectionService.For honoured the
flag only at the deadline / appointment / project_events SQL level. CCR
sub-project lanes (Slice 3) and child-case lanes (Slice 4) loaded
unconditionally, so the "direct" view still showed everything.

Fix: `For` short-circuits to `forDirectSelfOnly` whenever DirectOnly is
set. Single "self" lane, no CCR / parent_context / child-case
aggregation. The level-policy kind/status filter still applies at
higher levels so a Patent-level direct view doesn't leak off_script
custom milestones the aggregated view filters out.

Tests: two new live-DB subtests in TestProjectionService_LevelAggregation_Live
pin the contract — Patent direct_only collapses to a single 'self' lane
and excludes child-case events; Case-A direct_only excludes the CCR
child's milestones (with subtree default still surfacing them).

Build: go build/vet/test clean. bun run build clean (2171 keys).
2026-05-09 18:52:01 +02:00
m
7da8802f9b feat(t-paliad-175): SmartTimeline Slice 4 — backend levelPolicy + lane aggregation + bubble-up
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
2026-05-09 16:22:07 +02:00
m
82888dea78 feat(t-paliad-174): SmartTimeline Slice 3 — projection parallel tracks + counterclaim handler
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.
2026-05-09 16:07:37 +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