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.
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).
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
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.
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.
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.
