Commit Graph

130 Commits

Author SHA1 Message Date
m
c893027457 fix: add error logging to writeServiceError + missing log import 2026-04-23 01:27:08 +02:00
m
881bc98eb1 Merge: comprehensive build repair — rename mismatch fixes 2026-04-23 01:26:03 +02:00
m
34194aedd5 fix(rename): align TSX element IDs, REST endpoints, and migration 020 with English rename
Three rename leftovers from t-paliad-025 fixed in one shot:

1. TSX/TS element ID mismatches — every page that worked via getElementById was
   broken because the client TS was renamed (e.g. project-title) but the TSX
   still used the German id (akte-title), so $() / getElementById would throw
   "missing element". Renamed `akte-*` → `project-*`, `termin-akte-*` →
   `termin-project-*`, `frist-akte-*` → `frist-project-*`, `new-instance-akte`
   → `new-instance-project`, `frist-filter-akte` → `frist-filter-project`,
   `termin-filter-akte` → `termin-filter-project` across all affected TSX.

2. Migration 020 idempotency — every ALTER TABLE/FUNCTION/COLUMN now lives in
   a DO $$…EXCEPTION WHEN undefined_table/column/function THEN NULL block.
   Production already has English names (manually patched), and the rewritten
   migration 018 creates English names directly on a fresh DB; the old
   non-defensive 020 would have failed in both scenarios. Down migration
   wrapped the same way for symmetry.

3. PostgREST endpoint names — `checklists_feedback` and `courts_feedback`
   referenced tables that don't exist; migration 020 renames the source
   tables to `checklist_feedback` / `court_feedback` (singular, matching
   `link_feedback`). Handlers now point at those. `glossary_suggestions`
   reverts to `glossar_suggestions` — that table lives in the shared public
   schema (pre-paliad era) and is not under our migration control.

Verified: go build / go vet / go test / bun run build all clean. Migration 020
dry-runs clean against current production state inside a transaction.
2026-04-23 01:00:31 +02:00
m
2131fdbf55 fix(db): rename remaining German columns (frist_id, termin_type, akten_event_id) 2026-04-23 00:36:46 +02:00
m
01de3f736b fix: update all script src references from German to English filenames
knuth's rename changed TS/TSX filenames but left <script src> tags
pointing at old German JS names (akten-neu.js, fristen.js, termine.js,
glossar.js, einstellungen.js, gerichte.js, checklisten.js). These 404'd
in production.
2026-04-23 00:32:22 +02:00
m
edad61478d fix(db): add column renames (projekt_id → project_id) to migration 020 2026-04-23 00:26:42 +02:00
m
544149114c fix: resolve leftover merge conflict markers in sidebar.ts 2026-04-23 00:24:13 +02:00
m
a2d90be72d fix(db): add migration 020 — rename German tables to English
knuth's rename (t-paliad-025) changed all Go code and URLs to English
but forgot the DB migration. Production tables still German (fristen,
termine, projekte etc.) while code references English names (deadlines,
appointments, projects). This caused reminder_service to fail with
'relation paliad.deadlines does not exist'.
2026-04-23 00:21:54 +02:00
m
9705290f3d Merge: Agenda — upcoming deadlines + appointments timeline
# Conflicts:
#	frontend/src/styles/global.css
2026-04-23 00:04:37 +02:00
m
f25113abe0 Merge: What's New changelog with sidebar badge
# Conflicts:
#	frontend/src/client/sidebar.ts
#	frontend/src/components/Sidebar.tsx
#	frontend/src/styles/global.css
2026-04-23 00:04:22 +02:00
m
b13065b61a Merge: global search across all content 2026-04-23 00:03:58 +02:00
m
0d6c58a337 feat(agenda): unified timeline of deadlines + appointments across projects
t-paliad-030. Adds `/agenda` — a single page that merges every visible
deadline and appointment into a day-grouped timeline, the third overview
surface alongside Dashboard and the per-resource lists.

- AgendaService: merges paliad.deadlines + paliad.appointments, gated by
  the same team-membership predicate used everywhere else; personal
  appointments stay creator-only. Items are sorted by date and tagged
  with urgency (overdue / today / tomorrow / this_week / later) so the
  client can apply the traffic-light colours without re-deriving buckets.
- GET /api/agenda?from&to&types and GET /agenda with the same server-side
  hydration pattern as /dashboard (JSON payload spliced into the shell so
  the timeline paints on first frame).
- Frontend: agenda.tsx + client/agenda.ts render a day-grouped timeline
  with type/range chips; filters round-trip through the URL.
- Sidebar entry under "Übersicht"; DE+EN i18n across all new keys.
2026-04-22 23:38:03 +02:00
m
9bb9f0c3df feat(search): global search across projects, deadlines, appointments, glossary, courts, checklists, links, users
Adds a sidebar-wide search bar (t-paliad-026) that hits a single GET
/api/search?q=... endpoint returning grouped results. Static content
(glossary, courts, link hub, checklist templates) is scanned in memory
against the curated Go slices; DB content (projects, deadlines,
appointments, checklist instances, users) is visibility-gated through
the same predicates the normal list endpoints use.

Frontend: new sidebar.ts-owned controller debounces 200ms, renders a
grouped dropdown, supports "/" to focus, Escape/arrows/Enter for
navigation, mobile-full-width overlay, and highlights matches.
2026-04-22 23:36:10 +02:00
m
94e2fc0024 feat(changelog): What's New page with sidebar badge
Adds a hardcoded changelog (internal/changelog) served via
GET /api/changelog and /api/changelog/unseen-count?since=<iso>, a
/changelog page that renders entries newest-first, and a sidebar
"Neuigkeiten" link with a lime badge showing the count of unseen
entries since the caller's last visit (localStorage stamp).

- internal/changelog: Entry struct, 11 pre-populated entries covering
  everything shipped so far (Dashboard, Projects/Deadlines/Appointments,
  CalDAV, Checklists v2, Glossary, Courts, Invitations, Settings,
  Paliad rename, and the changelog itself).
- Handler: public via auth-gated protected mux. Lexicographic string
  compare treats YYYY-MM-DD entries and ISO 8601 cutoffs symmetrically.
- Sidebar: new sidebar-changelog link before the Einladen button; the
  badge is populated by a fetch on every page load, suppressed on
  /changelog itself to avoid flash, and cleared on visit by stamping
  localStorage in changelog.ts's DOMContentLoaded handler.
- i18n: DE + EN keys for nav, page chrome, and tag labels.
- Unit tests for sort order, copy semantics, and same-day cutoff.

Task: t-paliad-027
2026-04-22 23:34:52 +02:00
m
b06a040e2b Merge: rename all German system names to English (tables, URLs, types, services) 2026-04-20 18:18:27 +02:00
m
d20cf8deef fix(routes): register legacy 301 redirects on outer mux
Unauthenticated bookmark hits on old German URLs (/akten, /fristen, …)
should 301 to the new English path directly. Previously the redirects
lived under the auth middleware, so bookmarked URLs triggered a 302 →
/login → (after login) → 301 round-trip. Registering them on the outer
mux gives the expected one-hop 301.
2026-04-20 17:45:56 +02:00
m
caf319e7ee refactor(rename): frontend TSX + client TS files, fetch URLs, nav hrefs
t-paliad-025 Phase 3 — frontend rename pass:

File renames (git mv, preserving history):
  frontend/src/
    akten.tsx               → projects.tsx
    akten-neu.tsx           → projects-new.tsx
    akten-detail.tsx        → projects-detail.tsx
    fristen.tsx             → deadlines.tsx
    fristen-neu.tsx         → deadlines-new.tsx
    fristen-detail.tsx      → deadlines-detail.tsx
    fristen-kalender.tsx    → deadlines-calendar.tsx
    termine.tsx             → appointments.tsx
    termine-neu.tsx         → appointments-new.tsx
    termine-detail.tsx      → appointments-detail.tsx
    termine-kalender.tsx    → appointments-calendar.tsx
    einstellungen.tsx       → settings.tsx
    checklisten*.tsx        → checklists*.tsx
    gerichte.tsx            → courts.tsx
    glossar.tsx             → glossary.tsx

  frontend/src/client/ — same renames, plus notizen.ts → notes.ts.

Render exports renamed (renderAkten → renderProjects, renderFristen →
renderDeadlines, …). build.ts rewired to new names.

Client-side changes:
* fetch() API paths: /api/projekte → /api/projects, /api/fristen →
  /api/deadlines, /api/termine → /api/appointments, /api/notizen →
  /api/notes, /api/gerichte → /api/courts, /api/glossar → /api/glossary,
  /api/dezernate → /api/departments, /api/parteien → /api/parties,
  /api/checklisten → /api/checklists. Legacy /api/akten aliases removed.
* Navigation href/template strings: /akten → /projects, /fristen →
  /deadlines, /termine → /appointments, /einstellungen → /settings,
  /notizen → /notes, /checklisten → /checklists, /gerichte → /courts,
  /glossar → /glossary. Nested paths /neu → /new, /verlauf → /events,
  /kinder → /children, /kalender → /calendar, /dokumente → /documents.
* Interface names in client TS: Frist → Deadline, Termin → Appointment,
  Notiz → Note, Partei → Party, Akte → Project, ProjektMini → ProjectMini,
  Dezernat → Department, DezernatMitglied → DepartmentMember.
* JSON wire-format keys follow backend: projekt_id → project_id, akte_id
  → project_id, frist_id → deadline_id, termin_id → appointment_id,
  akten_event_id → project_event_id, dezernat_id → department_id,
  termin_type → appointment_type.

Go handlers (projects_pages.go, deadlines_pages.go, appointments_pages.go,
checklists.go, courts.go, glossary.go) serve the correctly-named HTML
files from dist/.

Kept German (user-facing i18n + product names):
* i18n keys/strings (src/client/i18n.ts) — DE labels and their keys
* Product names: fristenrechner, kostenrechner, gebuehrentabellen

Build verified: go build / vet / test clean; bun run build clean;
dist/ contains all 26 English-named HTML pages.
2026-04-20 17:44:45 +02:00
m
49c6bc75ca refactor(rename): handler functions, routes, legacy 301 redirects
Second rename pass closing the backend cleanup:

* handler functions (handleListProjekte, handleCreateFrist, …) renamed
  to English equivalents so every symbol in the handler package matches
  the URL/entity it serves.
* services.FristStatusFilter + filter constants renamed to
  DeadlineStatusFilter / DeadlineFilterOverdue etc.
* services.TerminListFilter / TerminCalDAVPusher / TerminSummaryCounts
  renamed to AppointmentListFilter / AppointmentCalDAVPusher /
  AppointmentSummaryCounts.
* GlossarTerm/GlossarSuggestion/glossarTerms → Glossary*.
* CourtsFeedback/CourtsResponse (formerly Gerichte*).
* handlers.Services.{Projekt,Parteien,Frist,Termin,Notiz,Dezernat} →
  {Project,Party,Deadline,Appointment,Note,Department}; dbServices
  struct + consumers likewise.
* email templates: {{.FristURL}} → {{.DeadlineURL}}, {{.FristenURL}} →
  {{.DeadlinesURL}}.
* links.go category IDs: gerichte → courts.
* cmd/server/main.go local vars: projektSvc/terminSvc/dezernatSvc →
  projectSvc/appointmentSvc/departmentSvc.

Routes:
* removed all /api/akten alias routes (API clients use /api/projects now).
* removed /api/akten/*/deadlines, /*/notes, /*/parties, /*/appointments,
  /*/checklists, /*/events, /*/summary alias variants.
* new internal/handlers/redirects.go registers 301 Moved Permanently
  redirects for every legacy German GET path: /akten, /projekte, /fristen,
  /termine, /notizen, /einstellungen, /checklisten, /dezernate, /parteien,
  /gerichte, /glossar. Sub-paths + query strings are preserved so old
  bookmarks keep working.

Kept in German (product names, per task spec):
* /tools/fristenrechner, /tools/kostenrechner, /tools/gebuehrentabellen
* FristenrechnerService / KostenrechnerService types
* User.Dezernat + paliad.users.dezernat free-text legacy column (separate
  from the new paliad.departments entity).

go build / vet / test clean.
2026-04-20 17:40:55 +02:00
m
3faec6c526 refactor(rename): German→English for backend (tables, types, services, handler files)
t-paliad-025 — Phase 1: backend rename.

Migrations 018+019 rewritten from scratch with English table/column
names throughout. Since v2 schema (018/019) has never been applied to
youpc prod DB, this is a clean replacement — not an ALTER RENAME chain.
Pre-existing German tables (parteien, fristen, termine, dokumente,
akten_events, notizen) are renamed inline in 018 via ALTER TABLE … RENAME
TO alongside the akte_id → project_id column rewrite.

Renames applied:
  projekte            → projects
  projekt_teams       → project_teams
  projekt_events      → project_events (via akten_events → project_events)
  fristen             → deadlines
  termine             → appointments
  parteien            → parties
  notizen             → notes
  dezernate           → departments
  dezernat_mitglieder → department_members
  dokumente           → documents
  can_see_projekt     → can_see_project
  notiz_is_visible    → note_is_visible
  akte_id  / frist_id / termin_id / akten_event_id → project_id /
    deadline_id / appointment_id / project_event_id
  termin_type → appointment_type

Go types + services renamed:
  Projekt / ProjektService / ProjektEvent / ProjektTeamMember
  Frist / FristService / FristWithProjekt
  Termin / TerminService / TerminWithProjekt / TerminType
  Notiz / NotizService / ChecklistInstanceWithProjekt
  Dezernat / DezernatService / DezernatMitglied
  Partei / Parteien / ParteienService

Files renamed (git mv):
  internal/services/{projekt,frist,termin,notiz,dezernat,parteien}_service.go
    → {project,deadline,appointment,note,department,party}_service.go
  internal/handlers/{projekte,fristen,fristen_pages,termine,termine_pages,
    notizen,dezernate,akten_pages,gerichte,glossar,checklisten}.go
    → {projects,deadlines,deadlines_pages,appointments,appointments_pages,
       notes,departments,projects_pages,courts,glossary,checklists}.go
  internal/checklisten/ → internal/checklists/
  internal/db/migrations/018_projekte_v2.* → 018_projects_v2.*
  internal/db/migrations/019_seed_dezernate_from_user_text.*
    → 019_seed_departments_from_user_text.*

User-facing i18n strings (DE/EN labels) stay untouched. Product names
Fristenrechner / Kostenrechner / Gebührentabellen stay German.

Build + vet + tests clean.
2026-04-20 17:35:38 +02:00
m
fb401c63c0 docs: update CLAUDE.md — English system language, project hierarchy, team-based visibility 2026-04-20 17:24:18 +02:00
m
eb6de16e88 Merge: point .mcp.json at youpc Supabase for next session 2026-04-20 17:17:59 +02:00
m
51b16a6a41 chore(mcp): point Supabase MCP at youpc (${YOUPC_SUPABASE_AUTH})
Paliad prod data lives on the youpc Supabase (100.99.98.201:11833,
search_path=paliad,public), not on the flexsiebels Supabase that
${SUPABASE_AUTH} resolves to. Next session will pick this up on load
and can run schema work against the correct DB.
2026-04-20 17:17:38 +02:00
m
79889a2b83 Merge: remove Billing-Referenz UI + add Notizen (description) field 2026-04-20 17:17:18 +02:00
m
bde4b57099 feat: remove billing reference UI + add Notizen (description) field at every level
1. **Remove Billing-Referenz from the client create form.** Per m: the field stays
   in the DB (projekte.billing_reference column) but no longer in the UI. Dropped
   the input + label from akten-neu.tsx, the payload write from akten-neu.ts, and
   the projekte.field.billing_reference i18n keys (DE + EN).

2. **Add a Notizen (Notes) free-text field to project create + detail at every level.**
   Uses the existing projekte.description column (added in migration 018 — nullable
   text). Not to be confused with the polymorphic Notizen feature (threaded notes
   per projekt/frist/termin), which stays as-is.

   - akten-neu.tsx: textarea (rows=4) inserted above the Status select, rendered
     for every type (not type-conditional). akten-neu.ts: payload.description set
     on submit when non-empty.
   - akten-detail.tsx: new description block between header + tabs with
     akte-description-display (read) + akte-description-edit (textarea, edit mode).
     Edit/save flow on initTitleEdit extended to also PATCH description. Batch PATCH:
     only sends keys that actually changed.
     renderHeader() populates both, tags the wrapper data-empty=1 when nothing set
     (CSS can hide when empty if desired).
   - i18n: projekte.field.description / projekte.field.description.placeholder /
     projekte.detail.description.heading in DE (Notizen) + EN (Notes).

go build/vet/test + bun run build all clean.
2026-04-20 17:14:11 +02:00
m
ff1c5ceb0e fix(checklisten): consistent button sizing — Feedback uses outline variant of btn-cta-lime 2026-04-20 17:07:08 +02:00
m
59e1cb1445 Merge: i18n fallback fix + missing projekte.* translations 2026-04-20 17:06:38 +02:00
m
449075deaf fix(i18n): preserve default HTML text when key missing + add all projekte.* keys
Root cause: applyTranslations() in client/i18n.ts unconditionally overwrote
textContent/placeholder/title with t(key), and t() falls back to the raw key
name when no translation exists. Result: every projekte.* data-i18n attr in
the v2 pages rendered the literal key string ('projekte.heading',
'projekte.subtitle', ...) because I shipped the pages with new i18n keys
without adding the translations.

Two fixes, both in client/i18n.ts:

1. **Fallback behaviour**: applyTranslations() now uses a new internal
   tOrEmpty(key) that returns '' when the key is missing in DE and EN,
   and the call site only overwrites the DOM when the lookup yielded a
   real value. Missing keys no longer clobber the author-provided default
   text. This is belt-and-braces for any future page that ships a key
   before its translation does.

2. **Missing translations added**: ~90 projekte.* keys for DE and EN,
   covering the list page (projekte.heading/subtitle/new/search/filter.*/
   view.*/col.*/empty.*/unavailable), the create form (projekte.neu.*,
   projekte.field.*, projekte.cancel/submit/error.*), and the detail page
   (projekte.detail.title/back/loading/notfound/edit/save, tab.* for all
   eight tabs, verlauf.*, team.form.*/col.*, kinder.*, parteien.*
   form/role/col/empty, fristen.*, termine.*, checklisten.*, delete.*).

go build/vet/test + bun run build all clean.
2026-04-20 17:06:21 +02:00
m
adb0ce2c9d fix(modals): add padding to .modal-card — content no longer flush to edges 2026-04-20 17:05:53 +02:00
m
746bced30b Merge: projekte-detail v2 + tree view + per-Dezernat member manager (t-paliad-024 follow-ups)
- akten-detail.tsx rewritten as v2 shell: breadcrumb, type chip, ClientMatter with
  ancestor inheritance, netDocuments link, Team tab (direct+inherited), children tab.
- Tree view mode in Projekte list (depth-indented by path).
- Per-Dezernat member management panel in settings (add/remove with typeahead).
- i18n DE+EN coverage for all new keys.

Branch mai/cronus/projekte-detail-v2 @ 7e0c063.
2026-04-20 15:35:39 +02:00
m
7e0c06342b feat: projekte-detail rewrite + tree view + per-Dezernat member manager (follow-ups)
**akten-detail.tsx rewrite (now projekte-detail-shaped):**
- Removed office-chip, firmwide-chip (v2 no longer uses them).
- Added type-chip, ClientMatter display (inherits via ancestors when absent),
  netDocuments external link.
- Breadcrumb nav above header, populated from /api/projekte/{id}/ancestors.
- New 'Untergeordnet' tab with children list from /kinder endpoint;
  'Untervorhaben anlegen' link pre-fills parent via ?parent=<id>.
- New 'Team' tab: lists direct + inherited members (inheritance badge
  shows ancestor title), remove button gated on self-or-partner/admin,
  add form with user typeahead and role picker.
- akten-detail.ts: Akte interface rewritten (reference/type/parent_id/
  path/client_number/matter_number/netdocuments_url/court/case_number).
  parseAkteID now accepts both /projekte/{id} and /akten/{id}. New loaders
  loadAncestors/loadChildren/loadTeam/loadUserList. TabId extended with
  'team' and 'kinder'.
- akten-neu.ts: applyParentFromQueryString pre-fills parent picker when
  navigated from a projekt's 'Untervorhaben anlegen' link, auto-switches
  type from 'client' to 'case'.

**Tree view in Projekte list:**
- Third view mode 'tree' alongside flat/roots. Sorts filtered rows by
  path (ancestors precede descendants); depth-indented title cell with
  ↳ branch glyph based on depthOf(path).

**Per-Dezernat member manager:**
- einstellungen Dezernat tab 'Verwalten' button now toggles an inline
  manage panel per Dezernat (expanded row below the admin table row).
- Panel shows current members with per-row remove (confirm dialog).
- Add-member form with user typeahead against /api/users, posts to
  /api/dezernate/{id}/members.
- Wires once per Dezernat (data-wired guard); reloads My Dezernat on
  any membership change.

i18n: DE + EN keys for dezernat.manage_heading/loading/no_members/
add_member*/add/remove/confirm_remove/error.user_required and for every
projekte.type.* / projekte.team.role.* / projekte.team.direct /
projekte.team.inherited.hint / projekte.view.tree / projekte.detail.team.*
/ projekte.detail.clientmatter.inherited.

go build/vet/test + bun run build all clean.
2026-04-20 15:35:01 +02:00
m
a2388e9a6b Merge: data model v2 — hierarchical Projekte, Teams with inheritance, Dezernate 2026-04-20 15:18:35 +02:00
m
41cc295500 feat: Dezernate settings tab + best-effort seeding migration (Phase 4)
- einstellungen.tsx: fourth tab 'Dezernat'. My Dezernat card (name, office,
  lead, member list). Admin-only 'Dezernate verwalten' section with table
  (name/office/lead/members/delete) + 'Neues Dezernat anlegen' form behind
  a details summary. Admin controls hidden unless /api/me.role='admin'.
- client/einstellungen.ts: loadDezernatTab() fetches /api/dezernate, then
  per-dezernat /api/dezernate/{id}/members to resolve membership for the
  'My Dezernat' view. Admin table with delete-with-confirm. New-Dezernat
  form posts to /api/dezernate; inserts into in-memory list on success.
  TabName + TABS + loadedTabs dispatcher extended.
- i18n: dezernat.* keys (DE+EN) — heading/subtitle/admin section/table
  columns/form labels/error strings.
- Migration 019: best-effort seed of paliad.dezernate + dezernat_mitglieder
  from paliad.users.dezernat free-text. Each distinct non-empty name
  becomes one Dezernat (office = MIN(members.office)); every user whose
  free-text matches joins. free-text column preserved so a second pass
  can clean it up later. down-migration only deletes rows we inserted
  (matches name = btrim(user.dezernat)), leaves admin-created Dezernate
  alone.

go build/vet/test + bun run build all clean.
Branch mai/cronus/implement-data-model-v2 now covers all four phases.
2026-04-20 15:12:24 +02:00
m
640d5c1a23 feat: frontend v2 — Projekte list/create, dashboard + downstream field renames
- akten.tsx + client/akten.ts rewritten for v2: renders /projekte list with
  type filter (client/litigation/patent/case/project), status filter, flat
  vs roots view toggle, search across title/reference/client_number/
  matter_number. Columns now Title / Type / Reference / ClientMatter /
  Status / Updated (no more office column per v2 team-based visibility).
- akten-neu.tsx + client/akten-neu.ts rewritten: type selector drives
  conditional fields (client industry/country/billing; patent number +
  filing/grant dates; case court + case_number). Parent projekt picker
  (typeahead over /api/projekte, stores parent_id). ClientMatter
  client_number + matter_number (7-digit patterns) + netdocuments_url
  fields on every type.
- dashboard.ts field renames: akte_id → projekt_id, akte_title →
  projekt_title, akte_ref → projekt_ref. Activity/deadline/appointment
  links now point to /projekte/{id}.
- Mass field rename across fristen-*, termine-*, checklisten-*,
  fristenrechner.ts, notizen.ts, akten-detail.ts: akte_id → projekt_id,
  akte_aktenzeichen → projekt_reference, akte_title → projekt_title,
  akte_office → projekt_office. URL paths /akten/${...} → /projekte/${...}.

Pages still referencing deprecated shape (owning_office, collaborators,
firm_wide_visible) render blank for those columns — acceptable during
transition, full akten-detail rewrite (add breadcrumb + Team tab with
inheritance) still pending.

go build/vet/test + bun run build all clean.
2026-04-20 15:09:22 +02:00
m
4ac9dacaa0 feat: /projekte routes + sidebar label + legacy POST shim (Phase 3 partial)
Server-side:
- GET /projekte[...] routes alias the existing Akten list/detail/tab pages
  so users can reach the v2 URL without a 404 during the cutover. The TSX
  pages themselves still render the legacy HTML shell pointing at
  /api/akten legacy aliases.
- POST /api/projekte (and legacy POST /api/akten alias) now accepts BOTH
  old shape ({aktenzeichen, owning_office, court_ref}) and new shape
  ({reference, type, parent_id, client_number, matter_number,
  netdocuments_url, case_number}). aktenzeichen → reference,
  court_ref → case_number. owning_office is ignored (no longer part of
  visibility model).

Frontend:
- Sidebar nav link 'Akten' → 'Projekte' → /projekte.
- i18n: nav.projekte added (DE: 'Projekte', EN: 'Projects').

Still PENDING (Phase 3 remainder + Phase 4):
- Frontend TSX pages (akten.tsx, akten-detail.tsx, akten-neu.tsx etc.) still
  use legacy field names (aktenzeichen, owning_office, collaborators,
  firm_wide_visible). GET /api/akten returns NEW shape (reference, type,
  parent_id, path, client_number, matter_number, netdocuments_url). UI will
  display blank fields where the old column is missing. Full rewrite needed
  per task spec (tree view, type filter, breadcrumb, team tab with
  inheritance badges, client create form, projekt create with type +
  parent typeahead).
- Dezernate settings tab (Phase 4) not yet built — API endpoints exist at
  /api/dezernate[...] but no UI.
- Dashboard JSON shape changed (akte_id → projekt_id, akte_title →
  projekt_title, akte_ref → projekt_ref); frontend dashboard.tsx needs an
  update to read the new field names.

Build: go build/vet/test and bun run build all clean.
2026-04-20 14:55:06 +02:00
m
cb2841fba9 feat: handlers — Projekt/Team/Dezernat wiring (Phase 2)
- handlers/projekte.go (was akten.go): Projekt CRUD + tree ops (children,
  tree, ancestors), events cursor-paginated, parteien endpoints.
- handlers/teams.go: GET/POST/DELETE on /api/projekte/{id}/team. ListEffectiveMembers
  returns direct + inherited (annotated with inherited_from_id/title).
- handlers/dezernate.go: admin-gated CRUD for paliad.dezernate + member
  add/remove. Readable by any authenticated user.
- handlers/fristen.go, termine.go, notizen.go, checklist_instances.go updated
  to use projekt_id. Kept /api/akten/{id}/fristen|termine|notizen|checklisten
  as legacy aliases pointing at the same projekt-aware handlers.
- handlers/users.go: dropped handleListAkteEvents (superseded by
  handleListProjektEvents under /api/projekte/{id}/events).
- cmd/server/main.go: ProjektService + TeamService + DezernatService wired
  into handlers.Services. Downstream services (Parteien, Frist, Termin,
  Notiz, Checklist) take projektSvc.
- Removed obsolete internal/services/akte_service_test.go. go build/vet/test
  all clean.

Legacy /api/akten routes still resolve (handlers/JSON shape unchanged on
the GET/POST path) so frontend stays functional during the client cutover.
New /api/projekte routes live alongside.

Phase 3 (frontend tree UI, /projekte page, team tab) + Phase 4 (Dezernat
settings tab) still pending.
2026-04-20 14:52:44 +02:00
m
9aa8037193 refactor: services — Projekt, Team, Dezernat services (WIP Phase 2)
Models: Akte → Projekt (tree type + parent_id + path + client/matter numbers
+ netDocuments URL + type-specific client/patent/case columns). AkteEvent →
ProjektEvent. FristWithAkte → FristWithProjekt. TerminWithAkte → TerminWithProjekt.
Notiz.AkteID → ProjektID. ChecklistInstance.AkteID → ProjektID. Partei.AkteID →
ProjektID. User adds AdditionalOffices pq.StringArray.

Services:
- NEW projekt_service.go replaces akte_service.go. Adds tree ops: List/GetByID/
  ListChildren/ListAncestors/GetTree. Create auto-adds creator to projekt_teams
  role=lead in same tx. ResolveClientNumber walks path for inheritance.
  Visibility helpers (visibilityPredicate / Positional / Placeholder) centralise
  team-based access check: admin OR any ancestor/direct projekt_teams row.
- NEW team_service.go — AddMember/RemoveMember/ListDirectMembers/
  ListEffectiveMembers (unions direct + inherited via path, dedup by user;
  direct wins)/IsEffectiveMember. Inherited=true set at read time only.
- NEW dezernat_service.go — admin-gated CRUD + member add/remove + user
  membership lookup for settings page.
- frist_service.go → projekt_id everywhere, uses visibilityPredicate. ListFilter.
  AkteID → ProjektID.
- termin_service.go → projekt_id everywhere. CalDAV log reads projekt_events.
- notiz_service.go → projekt_id polymorphic branch; eventProjektID() looks at
  projekt_events; akten_event_id column kept (FK now resolves to projekt_events).
- parteien_service.go → projekt_id.
- checklist_instance_service.go → projekt_id with ClearProjekt flag.
- dashboard_service.go → rewrites all four queries against projekte +
  projekt_events + projekt_teams. Matter/Upcoming/Activity surfaces use
  ProjektID/ProjektTitle/ProjektRef.
- reminder_service.go → joins paliad.projekte, aliases a.reference AS
  akte_aktenzeichen for template compat.

Handlers/tests still reference old API — Phase 2 completion requires handler
rewrite (next commit). Build currently broken in internal/handlers.
2026-04-20 14:46:59 +02:00
m
5fcaa7471b feat(schema): data model v2 — migration 018 (projekte tree + teams + dezernate) [t-paliad-024 phase 1]
paliad.projekte — single self-referential tree (types: client/litigation/patent/case/project).
Materialised path (text, '.'-joined UUIDs, inclusive of self) + trigger maintenance.
ClientMatter numbers (client_number + matter_number, 7-digit CHECK each) and netdocuments_url.

paliad.projekt_teams — team membership with inherited flag (writes = false; services annotate
inherited rows on read by walking up path). Unique (projekt_id, user_id).

paliad.dezernate + paliad.dezernat_mitglieder — structural partner units (orthogonal to project
teams; informational office).

paliad.users — adds additional_offices text[] for partners across multiple offices.

Visibility simplified to team-based only: can_see_projekt() = admin OR direct/ancestor team
membership (path @> ancestor). owning_office GONE from every projekt — location is no longer
an access gate. Per head (2026-04-20): cases associate with lead partners, not offices.

Data migration: akten → projekte (same UUIDs, type='case', parent NULL orphans). Creator →
projekt_teams(role='lead'); collaborators → projekt_teams(role='associate'). Orphan akten with
no creator + no collaborators become admin-only until reassigned.

Child FK rename: akte_id → projekt_id on parteien, fristen, termine, dokumente, akten_events,
notizen, checklist_instances. No data move (same UUIDs). akten_events renamed to projekt_events.
notizen keeps its polymorphic 4-FK shape.

paliad.akten dropped. can_see_akte() and notiz_is_visible(akte) replaced.

Down-migration restores v1 schema best-effort: only type='case' projekte come back as akten;
non-case tree rows are lost (documented). owning_office backfilled from creator's primary office.

Followups (Phase 2): replace AkteService with ProjektService + TeamService + DezernatService,
wire creator-auto-lead into Create path, update all child services to use projekt_id.

No code changes in this commit — server will fail to build/start until Phase 2 lands.
2026-04-20 14:34:07 +02:00
m
da509755cf Merge: data model v2 design (Mandanten, nestable Projekte, Teams) 2026-04-20 14:18:36 +02:00
m
fabe32aa56 design: data model v2 — Mandanten + nestable Projekte + Teams (t-paliad-023)
Comprehensive design doc for the replacement of flat paliad.akten with:
  - paliad.mandanten (Clients as first-class table)
  - paliad.projekte (single self-referential typed tree, ltree materialised
    path, 5 project types: mandat/litigation/patent/verfahren/projekt)
  - paliad.teams + paliad.team_mitglieder (Dezernate + project teams in one
    table with kind-shape CHECK)
  - paliad.projekt_mitglieder (hot-path junction replacing akten.collaborators)

Polymorphic FK strategy: single project_id FK on fristen/termine/dokumente/
parteien/akten_events/checklist_instances. Notizen keeps its 4-way polymorphic
shape (akte_id renamed to project_id).

Visibility model: tree-connected — seeing any node grants access to the whole
tree (ancestors + descendants). Office-scope stays at project level; Mandant-
level firm_wide_visible / collaborators override.

Migration plan: 6 phases, non-destructive. UUIDs preserved between akten and
projekte rows so child tables only need column renames, no data moves.

Opinionated: German naming throughout (mandanten, projekte, teams,
team_mitglieder, projekt_mitglieder); /akten URLs alias to /projekte
indefinitely; akten_events table name kept for continuity.

Deliverable: docs/design-data-model-v2.md (920 lines, 14 sections).
2026-04-20 14:17:32 +02:00
m
b370d59eee Merge: settings page — profile, email prefs, CalDAV tabs 2026-04-20 13:18:40 +02:00
m
5fb55164b3 feat: settings page — profile, email preferences, CalDAV as tabs (t-paliad-022)
Unified /einstellungen page replaces the standalone CalDAV screen. Three
tabs today (Profil / Benachrichtigungen / CalDAV); adding more is additive
(one <a> in the tab nav, one <section> panel, one loader). Tab switching
is client-side from ?tab=<name> — default tab is Profil.

Profil tab lets users fix onboarding data without admin intervention:
display name, office, role, Dezernat, language. Email is read-only (the
source of truth is auth.users and an account-level change is out of
scope for the settings page).

Benachrichtigungen tab exposes deadline reminder preferences as a master
toggle plus three per-kind sub-toggles (overdue / tomorrow / weekly).
Preferences land in paliad.users.email_preferences (JSONB); missing keys
are treated as opt-in so existing users keep the behaviour they had
before the page shipped.

CalDAV tab is the old /einstellungen/caldav screen ported inline.
/einstellungen/caldav now 301-redirects to /einstellungen?tab=caldav so
bookmarks keep working.

Backend:
- PATCH /api/me (handlers/users.go) mutates the caller's paliad.users
  row. Attempts to include "email" in the body return 400 — the field is
  always server-authoritative.
- UserService.UpdateProfile builds a dynamic UPDATE from the pointer
  fields supplied; omitted keys are left untouched. Re-uses the
  admin-bootstrap guard for role changes.
- GetByID SELECT now includes lang + email_preferences so /api/me
  returns the data the settings page needs without a second round-trip.
- ReminderService consults email_preferences before sending — the helper
  reminderEnabled covers the master switch and per-kind overrides; corrupt
  JSON falls back to on so a bad row can't silence reminders.
- Migration 017 adds email_preferences jsonb NOT NULL DEFAULT '{}' and
  upgrades lang from nullable (from 016) to NOT NULL DEFAULT 'de' with a
  one-shot backfill. Down restores the nullable lang and drops
  email_preferences.

Model change: User.Lang moved from *string to string — it's NOT NULL in
the DB now, so the indirection was carrying no information. Inviter.Lang
and reminder row structs followed suit; the templates and callers used
""/"en" comparisons that translate 1:1.

Sidebar: the "Einstellungen" group now links to /einstellungen (instead
of just /einstellungen/caldav); the CalDAV sub-item is folded into the
tab nav on the page itself.

Tests: reminderEnabled has table-driven coverage (master switch,
per-kind, corrupt JSON, non-bool values). DB-backed user tests still
skip without TEST_DATABASE_URL as before.

Verified: go build ./..., go vet ./..., go test ./..., bun run build —
all clean.
2026-04-20 13:17:24 +02:00
m
e76056cfd1 Merge: email service — SMTP, deadline reminders, invitations (t-paliad-021) 2026-04-20 13:05:31 +02:00
m
11217f7bfa feat: email service — SMTP + deadline reminders + invitations (t-paliad-021)
- internal/services/mail_service.go: SMTP/TLS sender (implicit TLS on 465),
  html/template rendering, branded base layout + content templates, silent
  no-op when SMTP_* unset.
- internal/services/reminder_service.go: hourly scanner for Fristen that are
  overdue / due tomorrow / due within the week (Monday digest). Dedup via
  paliad.reminder_log (24h window).
- internal/services/invite_service.go: POST /api/invite flow with domain
  whitelist, in-memory 10/day/user rate limit, audit row in
  paliad.invitations.
- internal/handlers/invite.go: POST + GET /api/invite handlers.
- Sidebar "Kolleg:in einladen" button + modal on every page.
- migration 016: paliad.reminder_log, paliad.invitations, users.lang column.
- docker-compose: SMTP_* + PALIAD_BASE_URL env vars.
- docs/feature-roadmap.md: documented Supabase auth-SMTP routing as open
  question; current pilot keeps identity mails on Supabase default sender.

Rationale: get Paliad off Supabase's best-effort outbound for the
inbox-facing stuff (reminders, invitations) and move deadline nudges from
passive dashboard to active email. Custom Supabase auth SMTP is blocked on
the shared ydb.youpc.org instance — deferred until Paliad has its own
project or GoTrue webhook relay.
2026-04-20 12:34:38 +02:00
m
45c7cf34ef Merge: onboarding refinement (drop Praxisgruppe, free-text role, add Dezernat) 2026-04-18 21:15:45 +02:00
m
7c44bbec7e refactor: onboarding form — drop Praxisgruppe, free-text role, add Dezernat (t-paliad-020)
- Drop the Praxisgruppe field from the onboarding form. Every Paliad user
  is in patent practice, so the field carried no signal. The DB column is
  retained for future use (set to NULL on insert).
- Switch role from a 4-value enum (partner/associate/pa/admin) to free
  text with a <datalist> of suggestions (Partner, Associate, PA, Of
  Counsel, Referendar/in, Trainee, wiss. Mitarbeiter/in, Sekretariat).
  German firms have many roles beyond the original four.
- Add an optional Dezernat field — the team led by a specific partner.
  Free text, no FK (the partner may not be registered yet).

Backend:
- Migration 015: drop the role enum CHECK, replace with non-empty CHECK;
  ADD COLUMN dezernat text.
- UserService.Create: drop validRoles map, require non-empty role string,
  trim and persist Dezernat. Admin bootstrap gate unchanged.
- models.User gains Dezernat *string; userColumns SELECT updated so
  /api/me returns it.

Frontend:
- onboarding.tsx: replace role <select> with <input list=...>; add
  dezernat input; remove practice_group.
- onboarding.ts: send dezernat (if non-empty), require role.
- i18n: add onboarding.role.placeholder, onboarding.dezernat[.placeholder],
  onboarding.error.role; remove the role.* enum and practice_group keys.
2026-04-18 20:26:11 +02:00
m
ebb206307d Merge: user onboarding flow (first-login profile setup) 2026-04-18 19:15:54 +02:00
m
b8f95f5d7a feat: user onboarding flow — first-login profile capture (t-paliad-019)
New users were stuck on the dashboard with a dead-end "Bitte schließen Sie das
Onboarding ab" message because nothing created the paliad.users row that all
matter-management features depend on. This adds the missing Phase D flow.

Backend
- UserService.Create: validates display_name / office / role, inserts the
  paliad.users row with (id, email) from the verified JWT claims (never from
  the request body — prevents onboarding as someone else).
- Admin bootstrap: only the very first paliad.users row may self-assign
  role='admin'; subsequent requests get ErrAdminBootstrapOnly (403). Guarded
  by pg_advisory_xact_lock so two concurrent first-logins can't race past
  the count=0 check under READ COMMITTED.
- POST /api/onboarding + GET /onboarding; the page is authenticated but NOT
  behind the onboarding gate (it's the one page users without a paliad.users
  row may reach).
- gateOnboarded middleware wraps the matter-management pages (Dashboard,
  Akten, Fristen, Termine, Einstellungen/CalDAV) and 302s to /onboarding
  when the caller has no paliad.users row. Knowledge-platform pages
  (Kostenrechner, Glossar, Links, Downloads, Gerichte, Gebührentabellen,
  Checklisten, Fristenrechner) stay ungated.
- auth.VerifiedClaims now carries the email claim; auth.ClaimsFromContext
  exposes it to handlers. GET /api/me includes the email in the 404 body so
  the onboarding form can pre-fill the display name from the local-part.

Frontend
- frontend/src/onboarding.tsx + src/client/onboarding.ts: centred card on the
  existing .login-card styling. Fields: display_name (required, pre-filled
  from email local-part), office (dropdown from /api/offices), role
  (dropdown, default associate), practice_group (optional).
- Dashboard client: toggleOnboardingHint now redirects to /onboarding
  instead of showing the dead-end hint — belt-and-braces behind the server
  gate in case the DB lookup fell through.
- DE + EN i18n keys for every label, placeholder, and error.
- Added onboarding to build.ts.

Tests: internal/services/user_service_test.go covers the valid path,
per-field validation, duplicate (ErrUserAlreadyOnboarded), and the
admin-bootstrap gate. Follows the existing TEST_DATABASE_URL skip pattern.
2026-04-18 19:13:57 +02:00
m
41b28bdfdb Merge: audit medium items (pagination, patholo rename, offices) 2026-04-18 19:03:24 +02:00
m
0cdc644b50 fix: audit medium items — Verlauf pagination, patholo→paliad rename, offices (t-paliad-018)
Three items from docs/improvement-audit.md §2:

I-5 Verlauf pagination
- AkteService.ListEvents now accepts a (before *uuid.UUID, limit int) cursor
- SQL uses a composite (created_at, id) cursor subquery — stable across
  rows written in the same microsecond
- Handler parses ?before=<uuid>&limit=<n>, service clamps to 200
- Frontend fetches first page (50) on init and exposes a "Mehr laden" /
  "Load more" button that keeps paging until the tail returns < page size
- i18n keys akten.detail.verlauf.loadMore / .loadingMore in DE + EN

I-8 patholo → paliad client-side rename with migrations
- i18n.ts: STORAGE_KEY is now paliad-lang; one-shot migration reads the
  old patholo-lang value, writes the new key, deletes the old
- sidebar.ts: same pattern for paliad-sidebar-pinned
- Cookie rename with dual-read grace period: SessionCookieName is
  paliad_session, LegacySessionCookieName keeps patholo_session as
  read-only fallback. Requests using the legacy cookie get upgraded to
  paliad_session in the response; legacy cookie is expired in the same
  response. ClearAuthCookies clears both names to prevent stale-cookie
  resurrection. Remove the legacy fallback after 2026-05-18 (30d cookie
  max age).
- handlers/links.go:extractEmailFromCookie reads either cookie name via
  auth.SessionCookieName / auth.LegacySessionCookieName

P-6 Single source of truth for offices
- New internal/offices package: Office struct + All + IsValid + Keys
- akte_service.go switched from inline isValidOffice to offices.IsValid
- GET /api/offices returns the list with DE + EN labels
- Akte create form (akten-neu.tsx) has an empty <select>; the client TS
  fetches /api/offices and populates options, re-rendering on lang change

Tests:
- internal/offices/offices_test.go covers IsValid + Keys + label coverage
- internal/auth: three new Middleware tests — legacy cookie still
  authenticates + upgrades the browser, new cookie wins when both are
  present (no clobber), missing cookie returns 401 on API paths

Build: go build ./... + go vet ./... + go test ./... + bun run build all clean.

Known out-of-scope: handlers/links.go still POSTs to public.patholo_link_*
via PostgREST; migration 011 created fresh paliad.link_* tables but the
handler refactor (move to direct DB, copy data, drop public tables) is a
separate phase documented in that migration's header.
2026-04-18 18:56:35 +02:00
m
f80d1a5753 Merge: audit quick wins (9 items — Dokumente tab, i18n, URLs, FRAND glossar, footer, calendars) 2026-04-18 09:15:43 +02:00