feat(backups): t-paliad-246 — Backup Mode Slice A (on-demand admin org export)

m/paliad#77 Slice A. Folds the unbuilt t-paliad-214 Slice 3 (org async
export) into a new "Backup Mode" surface gated by adminGate.

m's calls (all 4 material picks per design §2):
- Storage: local disk PALIAD_EXPORT_DIR (LocalDiskStore only)
- Format: .zip bundle (xlsx + JSON + CSV + README) — no-lock-in preserved
- paliadin_turns + paliadin_aichat_conversation: EXCLUDE structurally
- Scheduler (Slice B): nightly 03:00 UTC, env-tunable

Wiring:
- mig 123 adds paliad.backups catalog table (kind/status/storage_uri/
  size/row_counts/warnings/error/deleted_at + admin-only RLS).
- ExportService.WriteOrg + orgSheetQueries enumerate 37 entity sheets
  + 12 ref sheets; REPEATABLE READ READ ONLY tx wraps the dump for
  snapshot consistency (design §3.3).
- writeBundle + runSheetQuery refactored to take a sqlx.QueryerContext
  so both *sqlx.DB (personal/project paths, unchanged) and *sqlx.Tx
  (org snapshot path) work.
- BackupRunner orchestrates: catalog INSERT → audit INSERT
  (event_type='backup_created') → WriteOrg → ArtifactStore.Put → patch
  catalog + audit on success/failure.
- ArtifactStore interface + LocalDiskStore impl (defense-in-depth key
  validation + URI-outside-dir guard).
- Sentinel actor for scheduled runs: actor_email='system@paliad',
  actor_id=NULL — no phantom user in paliad.users.
- Admin handlers POST /api/admin/backups/run + GET list/get/download
  behind adminGate(users, …); /admin/backups page + sidebar entry +
  bilingual i18n keys.
- BackupRunner only wired when PALIAD_EXPORT_DIR is set; routes return
  503 otherwise (same shape as requireDB).

Tests: 8 pure-function tests cover registry shape (no dups, paliadin
absent both as sheet name and SQL substring, ref__* sheets unscoped,
every sheet has ORDER BY) and LocalDiskStore (round-trip, bad-key
rejection, URI-traversal rejection, mkdir on construction).

go build ./... + go test ./internal/... clean. bun run build clean.

Slice B (BackupScheduler + retention cleanup) and Slice C (UI polish)
are separate follow-ups per head's instruction.

cmd/server/main.go

@@ -220,6 +220,23 @@ func main() {
 			Export: services.NewExportService(pool, branding.Name),
 		}
 
+		// t-paliad-246 Slice A — Backup Mode runner. Wired only when
+		// PALIAD_EXPORT_DIR is set (LocalDiskStore needs a target
+		// directory). Without it the /admin/backups handlers return 503
+		// in the same shape as Paliadin's gate. The directory is created
+		// (0700) on first use; a malformed path fails fast at boot so
+		// misconfig surfaces before the server starts taking traffic.
+		if exportDir := strings.TrimSpace(os.Getenv("PALIAD_EXPORT_DIR")); exportDir != "" {
+			store, err := services.NewLocalDiskStore(exportDir)
+			if err != nil {
+				log.Fatalf("PALIAD_EXPORT_DIR: %v", err)
+			}
+			svcBundle.Backup = services.NewBackupRunner(pool, svcBundle.Export, store)
+			log.Printf("backup: LocalDiskStore at %s (/admin/backups active)", exportDir)
+		} else {
+			log.Println("PALIAD_EXPORT_DIR not set — /admin/backups will return 503")
+		}
+
 		// t-paliad-219 Slice A3 — stitch DashboardService → ApprovalService
 		// for the inbox-approvals widget. Done post-construction to avoid
 		// a circular constructor dependency (ApprovalService doesn't need

frontend/build.ts

@@ -49,6 +49,7 @@ import { renderAdminRulesEdit } from "./src/admin-rules-edit";
 import { renderAdminRulesExport } from "./src/admin-rules-export";
 import { renderPaliadin } from "./src/paliadin";
 import { renderAdminPaliadin } from "./src/admin-paliadin";
+import { renderAdminBackups } from "./src/admin-backups";
 import { renderNotFound } from "./src/notfound";
 
 const DIST = join(import.meta.dir, "dist");
@@ -291,6 +292,7 @@ async function build() {
       // skip the re-fetch.
       join(import.meta.dir, "src/client/paliadin-widget.ts"),
       join(import.meta.dir, "src/client/admin-paliadin.ts"),
+      join(import.meta.dir, "src/client/admin-backups.ts"),
       join(import.meta.dir, "src/client/notfound.ts"),
     ],
     outdir: join(DIST, "assets"),
@@ -417,6 +419,7 @@ async function build() {
   await Bun.write(join(DIST, "admin-rules-export.html"), renderAdminRulesExport());
   await Bun.write(join(DIST, "paliadin.html"), renderPaliadin());
   await Bun.write(join(DIST, "admin-paliadin.html"), renderAdminPaliadin());
+  await Bun.write(join(DIST, "admin-backups.html"), renderAdminBackups());
   await Bun.write(join(DIST, "notfound.html"), renderNotFound());
 
   // Append ?v=<buildVersion> to every /assets/*.js and /assets/*.css URL in

frontend/src/admin-backups.tsx

@@ -0,0 +1,96 @@
+import { h } from "./jsx";
+import { Sidebar } from "./components/Sidebar";
+import { PaliadinWidget } from "./components/PaliadinWidget";
+import { BottomNav } from "./components/BottomNav";
+import { Footer } from "./components/Footer";
+import { PWAHead } from "./components/PWAHead";
+
+// Backup Mode admin page (t-paliad-246 / m/paliad#77 Slice A).
+//
+// global_admin only — gated by adminGate(...) in handlers.go. Shows the
+// chronological list of backup runs (one row per kind in
+// {scheduled, on_demand}) plus a button to kick off an on-demand backup.
+// Catalog rows + the "run now" action are fetched client-side via
+// /api/admin/backups.
+export function renderAdminBackups(): string {
+  return "<!DOCTYPE html>" + (
+    <html lang="de">
+      <head>
+        <meta charset="UTF-8" />
+        <meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover" />
+        <meta name="theme-color" content="#BFF355" />
+        <meta name="apple-mobile-web-app-capable" content="yes" />
+        <meta name="apple-mobile-web-app-status-bar-style" content="default" />
+        <PWAHead />
+        <title data-i18n="admin.backups.title">Backups &mdash; Paliad</title>
+        <link rel="stylesheet" href="/assets/global.css" />
+      </head>
+      <body className="has-sidebar">
+        <Sidebar currentPath="/admin/backups" />
+        <BottomNav currentPath="/admin/backups" />
+
+        <main>
+          <section className="tool-page">
+            <div className="container">
+              <div className="tool-header">
+                <div>
+                  <h1 data-i18n="admin.backups.heading">Backups</h1>
+                  <p className="tool-subtitle" data-i18n="admin.backups.subtitle">
+                    Vollst&auml;ndige Snapshots aller Daten &mdash; manuell oder zeitgesteuert.
+                  </p>
+                </div>
+                <div>
+                  <button
+                    className="btn-primary"
+                    id="admin-backups-run-btn"
+                    type="button"
+                    data-i18n="admin.backups.run_now"
+                  >
+                    Backup jetzt erstellen
+                  </button>
+                </div>
+              </div>
+
+              <div id="admin-backups-feedback" className="form-msg" style="display:none" />
+
+              <div className="entity-table-wrap">
+                <table className="entity-table entity-table--readonly">
+                  <thead>
+                    <tr>
+                      <th data-i18n="admin.backups.col.started">Erstellt</th>
+                      <th data-i18n="admin.backups.col.kind">Auslöser</th>
+                      <th data-i18n="admin.backups.col.status">Status</th>
+                      <th data-i18n="admin.backups.col.requested_by">Angefordert von</th>
+                      <th data-i18n="admin.backups.col.size">Gr&ouml;&szlig;e</th>
+                      <th data-i18n="admin.backups.col.rows">Zeilen</th>
+                      <th data-i18n="admin.backups.col.actions">Aktion</th>
+                    </tr>
+                  </thead>
+                  <tbody id="admin-backups-tbody">
+                    <tr>
+                      <td colspan={7} data-i18n="admin.backups.loading">Lade &hellip;</td>
+                    </tr>
+                  </tbody>
+                </table>
+              </div>
+
+              <div className="entity-empty" id="admin-backups-empty" style="display:none">
+                <p data-i18n="admin.backups.empty">Noch keine Backups vorhanden.</p>
+              </div>
+
+              <p className="tool-footer-note" id="admin-backups-footer">
+                <span data-i18n="admin.backups.footer.note">
+                  Geplante Backups werden in einer sp&auml;teren Slice aktiviert. Manuelle Backups stehen jetzt zur Verf&uuml;gung.
+                </span>
+              </p>
+            </div>
+          </section>
+        </main>
+
+        <Footer />
+        <PaliadinWidget />
+        <script src="/assets/admin-backups.js"></script>
+      </body>
+    </html>
+  );
+}

frontend/src/client/admin-backups.ts

@@ -0,0 +1,192 @@
+import { initI18n, t } from "./i18n";
+import { initSidebar } from "./sidebar";
+
+// Backup Mode admin client (t-paliad-246 / m/paliad#77 Slice A).
+//
+// Reads /api/admin/backups (chronological list) and wires the
+// "Backup jetzt erstellen" button to POST /api/admin/backups/run.
+// Synchronous: the server holds the connection for the duration of
+// the backup (sub-second at firm-scale today), then returns the new
+// catalog row inline. No polling needed at v1's data shape; if the
+// run takes > 5 minutes the handler returns 500 and the UI surfaces
+// the error.
+
+interface BackupRow {
+  id: string;
+  kind: "scheduled" | "on_demand";
+  status: "running" | "done" | "failed";
+  requested_by?: string;
+  requested_by_email: string;
+  audit_id?: string;
+  storage_uri?: string;
+  size_bytes?: number;
+  row_counts?: unknown; // jsonb passes through as raw bytes; we don't read it
+  sheet_count?: number;
+  warnings?: unknown;
+  error?: string;
+  started_at: string;
+  finished_at?: string;
+  deleted_at?: string;
+}
+
+document.addEventListener("DOMContentLoaded", async () => {
+  initI18n();
+  initSidebar();
+
+  await refreshList();
+  wireRunButton();
+});
+
+function wireRunButton(): void {
+  const btn = document.getElementById("admin-backups-run-btn") as HTMLButtonElement | null;
+  if (!btn) return;
+  btn.addEventListener("click", async () => {
+    btn.disabled = true;
+    const originalText = btn.textContent;
+    btn.textContent = t("admin.backups.running") || "Läuft …";
+    clearFeedback();
+    try {
+      const r = await fetch("/api/admin/backups/run", {
+        method: "POST",
+        credentials: "same-origin",
+      });
+      if (!r.ok) {
+        const body = await r.json().catch(() => ({ error: "request failed" }));
+        showFeedback("error", body.error || `HTTP ${r.status}`);
+        return;
+      }
+      // The created row is in the response; refresh the list to land it.
+      await refreshList();
+      showFeedback("success", t("admin.backups.success") || "Backup erfolgreich erstellt.");
+    } catch (e) {
+      showFeedback("error", (e as Error).message || "network error");
+    } finally {
+      btn.disabled = false;
+      btn.textContent = originalText;
+    }
+  });
+}
+
+async function refreshList(): Promise<void> {
+  const rows = await fetchJSON<BackupRow[]>("/api/admin/backups?limit=200");
+  const tbody = document.getElementById("admin-backups-tbody") as HTMLTableSectionElement | null;
+  const empty = document.getElementById("admin-backups-empty") as HTMLElement | null;
+  if (!tbody) return;
+  if (!rows || rows.length === 0) {
+    tbody.innerHTML = "";
+    if (empty) empty.style.display = "";
+    return;
+  }
+  if (empty) empty.style.display = "none";
+  tbody.innerHTML = rows.map(renderRow).join("");
+}
+
+function renderRow(b: BackupRow): string {
+  const started = formatTimestamp(b.started_at);
+  const kind =
+    b.kind === "scheduled"
+      ? t("admin.backups.kind.scheduled") || "Geplant"
+      : t("admin.backups.kind.on_demand") || "Manuell";
+  const status = renderStatus(b);
+  const requestedBy =
+    b.kind === "scheduled" ? "—" : escapeHTML(b.requested_by_email);
+  const size = b.size_bytes != null ? formatBytes(b.size_bytes) : "—";
+  const rows = b.sheet_count != null ? String(b.sheet_count) : "—";
+  const action = renderAction(b);
+  return `<tr>
+    <td>${started}</td>
+    <td>${kind}</td>
+    <td>${status}</td>
+    <td>${requestedBy}</td>
+    <td>${size}</td>
+    <td>${rows}</td>
+    <td>${action}</td>
+  </tr>`;
+}
+
+function renderStatus(b: BackupRow): string {
+  switch (b.status) {
+    case "done":
+      return `<span class="status-done">${escapeHTML(t("admin.backups.status.done") || "✓ Fertig")}</span>`;
+    case "running":
+      return `<span class="status-running">${escapeHTML(t("admin.backups.status.running") || "Läuft …")}</span>`;
+    case "failed":
+      const label = t("admin.backups.status.failed") || "✗ Fehlgeschlagen";
+      const tip = b.error ? ` title="${escapeAttr(b.error)}"` : "";
+      return `<span class="status-failed"${tip}>${escapeHTML(label)}</span>`;
+    default:
+      return escapeHTML(b.status);
+  }
+}
+
+function renderAction(b: BackupRow): string {
+  if (b.status !== "done" || !b.storage_uri || b.deleted_at) {
+    return "—";
+  }
+  const label = t("admin.backups.download") || "Download";
+  return `<a class="btn-link" href="/api/admin/backups/${encodeURIComponent(b.id)}/file">${escapeHTML(label)}</a>`;
+}
+
+// --- helpers ---
+
+async function fetchJSON<T>(url: string): Promise<T | null> {
+  try {
+    const r = await fetch(url, { credentials: "same-origin" });
+    if (!r.ok) return null;
+    return (await r.json()) as T;
+  } catch {
+    return null;
+  }
+}
+
+function formatTimestamp(iso: string): string {
+  const d = new Date(iso);
+  if (isNaN(d.getTime())) return escapeHTML(iso);
+  const yyyy = d.getUTCFullYear();
+  const mm = String(d.getUTCMonth() + 1).padStart(2, "0");
+  const dd = String(d.getUTCDate()).padStart(2, "0");
+  const hh = String(d.getUTCHours()).padStart(2, "0");
+  const mi = String(d.getUTCMinutes()).padStart(2, "0");
+  return `${yyyy}-${mm}-${dd} ${hh}:${mi} UTC`;
+}
+
+function formatBytes(n: number): string {
+  if (n < 1024) return `${n} B`;
+  if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
+  if (n < 1024 * 1024 * 1024) return `${(n / (1024 * 1024)).toFixed(1)} MB`;
+  return `${(n / (1024 * 1024 * 1024)).toFixed(2)} GB`;
+}
+
+function escapeHTML(s: string): string {
+  return s.replace(/[&<>"']/g, (c) => {
+    switch (c) {
+      case "&": return "&amp;";
+      case "<": return "&lt;";
+      case ">": return "&gt;";
+      case '"': return "&quot;";
+      case "'": return "&#39;";
+      default: return c;
+    }
+  });
+}
+
+function escapeAttr(s: string): string {
+  return escapeHTML(s);
+}
+
+function showFeedback(kind: "success" | "error", text: string): void {
+  const el = document.getElementById("admin-backups-feedback") as HTMLElement | null;
+  if (!el) return;
+  el.textContent = text;
+  el.classList.remove("form-msg-success", "form-msg-error");
+  el.classList.add(kind === "success" ? "form-msg-success" : "form-msg-error");
+  el.style.display = "";
+}
+
+function clearFeedback(): void {
+  const el = document.getElementById("admin-backups-feedback") as HTMLElement | null;
+  if (!el) return;
+  el.style.display = "none";
+  el.textContent = "";
+  el.classList.remove("form-msg-success", "form-msg-error");
+}

frontend/src/client/appointments-detail.ts

@@ -2,6 +2,7 @@ import { initI18n, t, tDyn, getLang } from "./i18n";
 import { initSidebar } from "./sidebar";
 import { initNotes } from "./notes";
 import { projectIndent } from "./project-indent";
+import { openWithdrawWarningModal } from "./components/withdraw-warning-modal";
 
 interface Appointment {
   id: string;
@@ -25,6 +26,9 @@ interface PendingApprovalRequest {
   requested_at: string;
   required_role: string;
   requester_name?: string;
+  // t-paliad-252 — used by the withdraw warning modal to pick the right
+  // copy (CREATE warns about deletion; UPDATE/COMPLETE about revert).
+  lifecycle_event?: string;
 }
 
 interface Me {
@@ -43,6 +47,10 @@ let project: Project | null = null;
 let allProjects: Project[] = [];
 let pendingRequest: PendingApprovalRequest | null = null;
 let me: Me | null = null;
+// t-paliad-252 — see deadlines-detail.ts. Routes Save to the new
+// /api/approval-requests/{id}/edit-entity endpoint when the user picked
+// "Termin bearbeiten" in the withdraw warning modal.
+let pendingEditMode = false;
 
 function parseAppointmentID(): string | null {
   const parts = window.location.pathname.split("/").filter(Boolean);
@@ -207,10 +215,14 @@ function renderHeader() {
   }
 
   // Freeze the edit form + delete button while a request is in flight.
+  // t-paliad-252 — when the user picked "Termin bearbeiten" in the
+  // withdraw modal, pendingEditMode unfreezes the form so Save can route
+  // to /edit-entity (which keeps the request pending + merges payload).
   const form = document.getElementById("appointment-edit-form") as HTMLFormElement | null;
   if (form) {
+    const freeze = isPending && !pendingEditMode;
     form.querySelectorAll<HTMLInputElement | HTMLSelectElement | HTMLTextAreaElement | HTMLButtonElement>("input, select, textarea, button[type=submit]")
-      .forEach((el) => { el.disabled = isPending; });
+      .forEach((el) => { el.disabled = freeze; });
   }
   const deleteBtn = document.getElementById("appointment-delete-btn") as HTMLButtonElement | null;
   if (deleteBtn) deleteBtn.disabled = isPending;
@@ -263,6 +275,39 @@ async function saveEdit(ev: Event) {
 
   submitBtn.disabled = true;
   try {
+    // t-paliad-252 — pending-edit mode routes through /edit-entity which
+    // keeps the request pending + merges fields into payload. clear_project
+    // and project_id are NOT in the counter-allowlist (yet) — the requester
+    // can't move projects on a pending request from this surface.
+    if (pendingEditMode && pendingRequest) {
+      const editFields = { ...payload };
+      delete editFields.clear_project;
+      const resp = await fetch(
+        `/api/approval-requests/${pendingRequest.id}/edit-entity`,
+        {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ fields: editFields }),
+        },
+      );
+      if (resp.ok) {
+        const fresh = await fetch(`/api/appointments/${appointment.id}`);
+        if (fresh.ok) appointment = await fresh.json();
+        await loadPendingRequest();
+        // Exit pending-edit mode so the form re-freezes (still pending).
+        pendingEditMode = false;
+        renderHeader();
+        fillEditForm();
+        msg.textContent = t("appointments.detail.saved");
+        msg.className = "form-msg form-msg-ok";
+      } else {
+        const data = await resp.json().catch(() => ({}) as { error?: string; message?: string });
+        msg.textContent = data.message || data.error || t("appointments.error.generic");
+        msg.className = "form-msg form-msg-error";
+      }
+      return;
+    }
+
     const resp = await fetch(`/api/appointments/${appointment.id}`, {
       method: "PATCH",
       headers: { "Content-Type": "application/json" },
@@ -312,12 +357,37 @@ async function deleteAppointment() {
   }
 }
 
+// t-paliad-252 — withdraw warning modal replaces the old confirm().
+// Returns:
+//   "edit"     → unfreeze the edit form (pending-edit mode); Save will
+//                route through /api/approval-requests/{id}/edit-entity
+//   "withdraw" → destructive: the existing /revoke endpoint
+//   null       → user cancelled
 async function withdrawAppointmentRequest() {
   if (!appointment || !pendingRequest) return;
-  if (!confirm(t("approvals.withdraw.confirm") || "Anfrage wirklich zurückziehen?")) return;
   const btn = document.getElementById("appointment-withdraw-btn") as HTMLButtonElement | null;
   if (btn) btn.disabled = true;
   try {
+    const action = await openWithdrawWarningModal({
+      entityType: "appointment",
+      lifecycleEvent: pendingRequest.lifecycle_event ?? "create",
+    });
+    if (action === null) {
+      if (btn) btn.disabled = false;
+      return;
+    }
+    if (action === "edit") {
+      pendingEditMode = true;
+      if (btn) btn.disabled = false;
+      // renderHeader re-evaluates the freeze and unfreezes the form now
+      // that pendingEditMode is set. Focus the first editable field so the
+      // user can type immediately.
+      renderHeader();
+      const titleEl = document.getElementById("appointment-title-edit") as HTMLInputElement | null;
+      titleEl?.focus();
+      return;
+    }
+    // action === "withdraw" → destructive path.
     const resp = await fetch(`/api/approval-requests/${pendingRequest.id}/revoke`, {
       method: "POST",
       headers: { "Content-Type": "application/json" },
@@ -328,9 +398,12 @@ async function withdrawAppointmentRequest() {
       if (fresh.ok) {
         appointment = await fresh.json();
         await loadPendingRequest();
+        renderHeader();
+        fillEditForm();
+      } else {
+        // CREATE lifecycle: entity gone → back to the list.
+        window.location.href = "/events?type=appointment";
       }
-      renderHeader();
-      fillEditForm();
     } else {
       const data = await resp.json().catch(() => ({}) as { message?: string; error?: string });
       const msg = document.getElementById("appointment-edit-msg")!;

frontend/src/client/components/withdraw-warning-modal.ts

@@ -0,0 +1,149 @@
+// t-paliad-252 / m/paliad#83 — withdraw warning modal.
+//
+// Before t-paliad-252 the deadline + appointment detail pages did a
+// confirm() dialog before POSTing to /api/approval-requests/{id}/revoke.
+// For pending CREATE lifecycles that endpoint silently DELETES the
+// underlying entity row — m's "withdrawing the approval deletes the event"
+// surprise.
+//
+// This modal replaces the confirm() with three explicit paths:
+//
+//   1. Cancel                       — does nothing
+//   2. Termin bearbeiten (primary)  — opens the edit form; saving routes
+//                                     through POST /approval-requests/{id}/
+//                                     edit-entity which keeps the request
+//                                     pending and merges the new fields
+//                                     into approval_request.payload
+//   3. Endgültig zurückziehen +     — destructive; current /revoke
+//      löschen                        behaviour (delete for CREATE, revert
+//                                     for UPDATE/COMPLETE, cancel for
+//                                     DELETE-lifecycle requests)
+//
+// Built on the unified openModal() primitive (t-paliad-217 Slice A) so the
+// three-button row sits cleanly inside the body — the primitive only
+// supports one secondary action, but we paint the destructive button as a
+// separate row above the footer.
+
+import { t } from "../i18n";
+import { openModal } from "./modal";
+
+export type WithdrawAction = "edit" | "withdraw";
+
+export interface WithdrawWarningArgs {
+  // entityType drives the copy ("event" vs "appointment" labels).
+  entityType: "deadline" | "appointment";
+  // lifecycleEvent of the pending request; copy adapts (CREATE warns about
+  // deletion; UPDATE/COMPLETE warn about revert; DELETE warns about
+  // cancelling the deletion request).
+  lifecycleEvent: "create" | "update" | "complete" | "delete" | string;
+}
+
+// openWithdrawWarningModal resolves with the chosen action, or null if the
+// user dismissed via Cancel / Esc / backdrop / browser back-button.
+export async function openWithdrawWarningModal(
+  args: WithdrawWarningArgs,
+): Promise<WithdrawAction | null> {
+  const body = document.createElement("div");
+  body.className = "withdraw-warning-body";
+
+  // Lead paragraph + sub-paragraph adapt to lifecycle so the user always
+  // knows what the destructive button will actually do. The /revoke
+  // backend behaviour:
+  //   - create   → DELETE the entity (the "surprise" m flagged)
+  //   - update   → revert to pre_image
+  //   - complete → revert to pre-complete state
+  //   - delete   → cancel the delete request (entity stays alive)
+  const intro = document.createElement("p");
+  intro.className = "withdraw-warning-intro";
+  intro.textContent = leadCopyFor(args);
+  body.appendChild(intro);
+
+  const sub = document.createElement("p");
+  sub.className = "withdraw-warning-sub muted";
+  sub.textContent = subCopyFor(args);
+  body.appendChild(sub);
+
+  // The destructive button lives inside the body — the openModal primitive
+  // only exposes one secondary button slot, and we want the safe "Edit"
+  // path to be the primary CTA. Painting it in red here, separated from
+  // the footer, signals "this is the dangerous option" without competing
+  // visually with the primary CTA.
+  const destructiveRow = document.createElement("div");
+  destructiveRow.className = "withdraw-warning-destructive-row";
+  const destructiveBtn = document.createElement("button");
+  destructiveBtn.type = "button";
+  destructiveBtn.className = "btn btn-danger withdraw-warning-destructive-btn";
+  destructiveBtn.textContent = t("approvals.withdraw.destructive.label");
+  destructiveRow.appendChild(destructiveBtn);
+  body.appendChild(destructiveRow);
+
+  return new Promise<WithdrawAction | null>((resolve) => {
+    let chosen: WithdrawAction | null = null;
+
+    // The destructive button has to close the modal and return "withdraw".
+    // We need access to the modal's internal close() — fortunately openModal
+    // exposes it via the primary handler's first arg. We pass through the
+    // outer resolve and let the primary handler (Edit) own the close-fn
+    // route. For the destructive button we resolve the outer promise
+    // directly and then synthesise an ESC keypress so the modal dismisses
+    // — or, simpler, set chosen and use the secondary "Cancel" path that
+    // the modal already supports. (openModal's onClose fires on every
+    // dismiss path including the primary handler resolution.)
+    destructiveBtn.addEventListener("click", () => {
+      chosen = "withdraw";
+      // The unified openModal primitive (modal.ts) wires its dismiss path
+      // through the native <dialog>'s `cancel` event. Dispatching it on
+      // the parent <dialog> runs the same finish() → onClose → resolve
+      // sequence as ESC / backdrop. We then map the resolved `null` back
+      // to "withdraw" via the captured `chosen` in onClose below.
+      const dialogEl = body.closest("dialog");
+      dialogEl?.dispatchEvent(new Event("cancel"));
+    });
+
+    void openModal<WithdrawAction>({
+      title: t("approvals.withdraw.modal.title"),
+      body,
+      size: "md",
+      classNames: "withdraw-warning-modal",
+      primary: {
+        label: t("approvals.withdraw.primary.label"),
+        handler: (close) => {
+          chosen = "edit";
+          close("edit");
+        },
+      },
+      secondary: { label: t("approvals.withdraw.cancel") },
+      onClose: () => {
+        // Resolves whatever was chosen via the destructive button OR the
+        // primary handler. ESC / backdrop / secondary clear `chosen` to
+        // null which is the right "cancel" semantics.
+        resolve(chosen);
+      },
+    });
+  });
+}
+
+function leadCopyFor(args: WithdrawWarningArgs): string {
+  switch (args.lifecycleEvent) {
+    case "create":
+      return args.entityType === "appointment"
+        ? t("approvals.withdraw.lead.create.appointment")
+        : t("approvals.withdraw.lead.create.deadline");
+    case "delete":
+      return t("approvals.withdraw.lead.delete");
+    default:
+      // update / complete / unknown → revert semantics
+      return t("approvals.withdraw.lead.update");
+  }
+}
+
+function subCopyFor(args: WithdrawWarningArgs): string {
+  switch (args.lifecycleEvent) {
+    case "create":
+      return t("approvals.withdraw.sub.create");
+    case "delete":
+      return t("approvals.withdraw.sub.delete");
+    default:
+      return t("approvals.withdraw.sub.update");
+  }
+}

frontend/src/client/deadlines-detail.ts

@@ -9,6 +9,8 @@ import {
   type EventType,
   type PickerHandle,
 } from "./event-types";
+import { openWithdrawWarningModal } from "./components/withdraw-warning-modal";
+import { formatRuleLabel, formatRuleLabelHTML, formatCustomRuleLabelHTML } from "./rule-label";
 
 interface Deadline {
   id: string;
@@ -20,6 +22,9 @@ interface Deadline {
   source: string;
   rule_id?: string;
   rule_code?: string;
+  // t-paliad-258 — lawyer's free-text rule label when the deadline was
+  // saved in Custom mode. Mutually exclusive with rule_id.
+  custom_rule_text?: string;
   notes?: string;
   created_at: string;
   completed_at?: string;
@@ -38,6 +43,9 @@ interface PendingApprovalRequest {
   requested_at: string;
   required_role: string;
   requester_name?: string;
+  // t-paliad-252 — used by the withdraw warning modal to pick the right
+  // copy (CREATE warns about deletion; UPDATE/COMPLETE about revert).
+  lifecycle_event?: string;
 }
 
 let eventTypePicker: PickerHandle | null = null;
@@ -54,7 +62,21 @@ interface DeadlineRule {
   id: string;
   code?: string;
   name: string;
+  name_en?: string;
   rule_code?: string;
+  legal_source?: string | null;
+  // t-paliad-258 — canonical event_type for Auto-mode rule resolution
+  // when the user flips to Auto on the edit form.
+  concept_default_event_type_id?: string | null;
+  proceeding_type_id?: number | null;
+}
+
+interface ProceedingType {
+  id: number;
+  jurisdiction: string;
+  name: string;
+  name_en?: string;
+  sort_order?: number;
 }
 
 interface Me {
@@ -70,6 +92,30 @@ let me: Me | null = null;
 let allProjects: Project[] = [];
 let pendingRequest: PendingApprovalRequest | null = null;
 
+// t-paliad-258 — Auto/Custom rule editor state. Mirrors the create form.
+// On enterEdit we initialise the mode from the persisted deadline:
+//   rule_id set                       → "auto"
+//   custom_rule_text set, no rule_id  → "custom"
+//   neither set                       → "auto" (so the Type-driven
+//                                        resolver fills in immediately).
+type RuleMode = "auto" | "custom";
+let ruleMode: RuleMode = "auto";
+let allRules: DeadlineRule[] = [];
+let rulesByID = new Map<string, DeadlineRule>();
+let proceedingTypesByID = new Map<number, ProceedingType>();
+// t-paliad-252 — when the user chose "Edit event" in the withdraw warning
+// modal, the entity is still in approval_status='pending'. Save must POST
+// to /api/approval-requests/{id}/edit-entity (which keeps the request
+// pending + merges the new fields into payload) instead of the regular
+// PATCH /api/deadlines/{id} (which 409s during pending). Cleared on exit
+// from edit mode + after a successful save.
+let pendingEditMode = false;
+
+// pendingEnterEdit — late-bound by initEdit() so the withdraw warning
+// modal handler (initWithdraw) can route into pending-edit mode without
+// duplicating the edit-mode toggle logic.
+let pendingEnterEdit: (() => void) | null = null;
+
 function parseDeadlineID(): string | null {
   const parts = window.location.pathname.split("/").filter(Boolean);
   if (parts[0] !== "deadlines" || !parts[1]) return null;
@@ -165,17 +211,66 @@ function populateProjectPicker() {
   sel.value = deadline.project_id;
 }
 
-async function loadRule(ruleID: string) {
+async function loadAllRules() {
   try {
     const resp = await fetch(`/api/deadline-rules`);
     if (!resp.ok) return;
-    const all: DeadlineRule[] = await resp.json();
-    rule = all.find((r) => r.id === ruleID) || null;
+    allRules = (await resp.json()) as DeadlineRule[];
+    rulesByID = new Map(allRules.map((r) => [r.id, r]));
   } catch {
     /* non-fatal */
   }
 }
 
+async function loadProceedingTypes() {
+  try {
+    const resp = await fetch("/api/proceeding-types-db");
+    if (!resp.ok) return;
+    const types: ProceedingType[] = await resp.json();
+    proceedingTypesByID = new Map(types.map((pt) => [pt.id, pt]));
+  } catch {
+    /* non-fatal */
+  }
+}
+
+function lookupRule(ruleID: string): DeadlineRule | null {
+  return rulesByID.get(ruleID) || null;
+}
+
+// resolveAutoRuleForType mirrors the create-form resolver: pick the
+// canonical rule for the chosen event_type, prioritising the project's
+// proceeding then jurisdiction match.
+function resolveAutoRuleForType(eventTypeID: string): DeadlineRule | null {
+  const candidates = allRules.filter((r) => r.concept_default_event_type_id === eventTypeID);
+  if (candidates.length === 0) return null;
+  if (candidates.length === 1) return candidates[0];
+
+  const projID = deadline?.project_id;
+  const proj = projID ? allProjects.find((p) => p.id === projID) as (Project & { proceeding_type_id?: number | null }) | undefined : undefined;
+  if (proj && proj.proceeding_type_id) {
+    const exact = candidates.find((r) => r.proceeding_type_id === proj.proceeding_type_id);
+    if (exact) return exact;
+  }
+
+  const et = eventTypeByID.get(eventTypeID);
+  if (et?.jurisdiction && et.jurisdiction !== "any") {
+    const want = et.jurisdiction === "EPO" ? "EPA" : et.jurisdiction;
+    const jurMatch = candidates.find((r) => {
+      const pt = r.proceeding_type_id ? proceedingTypesByID.get(r.proceeding_type_id) : undefined;
+      return pt?.jurisdiction === want;
+    });
+    if (jurMatch) return jurMatch;
+  }
+
+  return candidates[0];
+}
+
+function currentAutoRule(): DeadlineRule | null {
+  const picked = eventTypePicker?.getIDs() ?? [];
+  if (picked.length !== 1) return null;
+  return resolveAutoRuleForType(picked[0]);
+}
+
 async function loadMe() {
   try {
     const resp = await fetch("/api/me");
@@ -227,9 +322,15 @@ function render() {
   }
 
   const ruleEl = document.getElementById("deadline-rule-display")!;
+  // t-paliad-258 — display priority:
+  //   1. catalog rule (canonical Name · Citation pattern)
+  //   2. custom_rule_text + Custom badge
+  //   3. legacy rule_code-only (Fristenrechner saves)
+  //   4. "—"
   if (rule) {
-    const code = rule.rule_code || rule.code || "";
-    ruleEl.textContent = code ? `${code} — ${rule.name}` : rule.name;
+    ruleEl.innerHTML = formatRuleLabelHTML(rule, esc);
+  } else if (deadline.custom_rule_text && deadline.custom_rule_text.trim()) {
+    ruleEl.innerHTML = formatCustomRuleLabelHTML(deadline.custom_rule_text, esc);
   } else if (deadline.rule_code) {
     // Fristenrechner-saved deadlines carry rule_code directly without
     // a rule_id (no rule UUID round-trips through the public API).
@@ -353,6 +454,48 @@ function render() {
   }
 }
 
+function refreshRuleAutoDisplay(): void {
+  const panel = document.getElementById("deadline-rule-auto-display");
+  const text = document.getElementById("deadline-rule-auto-text");
+  if (!panel || !text) return;
+  if (ruleMode !== "auto") {
+    panel.style.display = "none";
+    return;
+  }
+  panel.style.display = "";
+  const r = currentAutoRule();
+  if (r) {
+    text.textContent = formatRuleLabel(r);
+    text.classList.remove("rule-auto-text--empty");
+    return;
+  }
+  const picked = eventTypePicker?.getIDs() ?? [];
+  const fallback = picked.length === 1
+    ? (t("deadlines.field.rule.auto_no_match") || "Keine Regel zur gewählten Verfahrenshandlung")
+    : (t("deadlines.field.rule.auto_pick_type") || "Wählen Sie zuerst eine Verfahrenshandlung");
+  text.textContent = fallback;
+  text.classList.add("rule-auto-text--empty");
+}
+
+function applyRuleModeUI(): void {
+  const toggleBtn = document.getElementById("deadline-rule-mode-toggle") as HTMLButtonElement | null;
+  const autoPanel = document.getElementById("deadline-rule-auto-display");
+  const customInput = document.getElementById("deadline-rule-custom-input") as HTMLInputElement | null;
+  if (!toggleBtn || !autoPanel || !customInput) return;
+  if (ruleMode === "auto") {
+    autoPanel.style.display = "";
+    customInput.style.display = "none";
+    toggleBtn.textContent = t("deadlines.field.rule.mode.toggle_to_custom") || "Eigene Regel eingeben";
+    toggleBtn.setAttribute("data-i18n", "deadlines.field.rule.mode.toggle_to_custom");
+  } else {
+    autoPanel.style.display = "none";
+    customInput.style.display = "";
+    toggleBtn.textContent = t("deadlines.field.rule.mode.toggle_to_auto") || "Zurück zu Auto";
+    toggleBtn.setAttribute("data-i18n", "deadlines.field.rule.mode.toggle_to_auto");
+  }
+  refreshRuleAutoDisplay();
+}
+
 function initEdit() {
   const titleDisplay = document.getElementById("deadline-title-display")!;
   const titleEdit = document.getElementById("deadline-title-edit") as HTMLInputElement;
@@ -366,6 +509,11 @@ function initEdit() {
   const etEdit = document.getElementById("deadline-event-types-edit");
   const projectLink = document.getElementById("deadline-project-link") as HTMLAnchorElement;
   const projectEdit = document.getElementById("deadline-project-edit") as HTMLSelectElement | null;
+  const titleDefaultBtn = document.getElementById("deadline-title-default-btn") as HTMLButtonElement | null;
+  const ruleDisplay = document.getElementById("deadline-rule-display");
+  const ruleEdit = document.getElementById("deadline-rule-edit");
+  const ruleCustomInput = document.getElementById("deadline-rule-custom-input") as HTMLInputElement | null;
+  const ruleToggleBtn = document.getElementById("deadline-rule-mode-toggle") as HTMLButtonElement | null;
 
   function enterEdit() {
     titleDisplay.style.display = "none";
@@ -381,6 +529,20 @@ function initEdit() {
       projectEdit.style.display = "";
       projectEdit.value = deadline.project_id;
     }
+    if (titleDefaultBtn) titleDefaultBtn.style.display = "";
+    // t-paliad-258 — show the Auto/Custom rule editor + initialise mode
+    // from the persisted deadline. Display element stays visible so the
+    // user keeps "before / after" context while editing.
+    if (ruleEdit) ruleEdit.style.display = "";
+    if (ruleDisplay) ruleDisplay.style.display = "none";
+    if (deadline?.custom_rule_text && !deadline.rule_id) {
+      ruleMode = "custom";
+      if (ruleCustomInput) ruleCustomInput.value = deadline.custom_rule_text;
+    } else {
+      ruleMode = "auto";
+      if (ruleCustomInput) ruleCustomInput.value = "";
+    }
+    applyRuleModeUI();
     saveBtn.style.display = "";
     editBtn.style.display = "none";
     titleEdit.focus();
@@ -399,12 +561,71 @@ function initEdit() {
       projectEdit.style.display = "none";
       projectLink.style.display = "";
     }
+    if (titleDefaultBtn) titleDefaultBtn.style.display = "none";
+    if (ruleEdit) ruleEdit.style.display = "none";
+    if (ruleDisplay) ruleDisplay.style.display = "";
     saveBtn.style.display = "none";
     editBtn.style.display = "";
+    pendingEditMode = false;
   }
 
+  // Rule mode toggle (Auto ↔ Custom). The Auto resolver re-runs every
+  // time the Type picker changes, so just-toggling-to-Auto immediately
+  // surfaces a fresh resolution.
+  ruleToggleBtn?.addEventListener("click", () => {
+    ruleMode = ruleMode === "auto" ? "custom" : "auto";
+    applyRuleModeUI();
+    if (ruleMode === "custom") ruleCustomInput?.focus();
+  });
+
+  // t-paliad-252 — expose enterEdit so the withdraw warning modal can
+  // route into pending-edit mode without re-running the edit-button
+  // visibility gate (which hides the button during pending).
+  pendingEnterEdit = () => {
+    pendingEditMode = true;
+    enterEdit();
+  };
+
   editBtn.addEventListener("click", enterEdit);
 
+  // t-paliad-251 Part 4 — Standardtitel button.
+  // Recipe (mirror of computeDefaultTitle in deadlines-new.ts):
+  //   head = event_type label (if exactly one Typ chip in edit)
+  //       || Auto-resolved rule's canonical label (Name · Citation)
+  //       || saved rule's canonical label
+  //       || custom_rule_text (when in Custom mode + non-empty)
+  //       || rule_code-only legacy fallback
+  //       || "Neue Frist" fallback
+  //   suffix = " — <project.reference>" when not already in head
+  titleDefaultBtn?.addEventListener("click", () => {
+    if (!deadline) return;
+    let head = "";
+    const ids = eventTypePicker?.getIDs() ?? deadline.event_type_ids ?? [];
+    if (ids.length === 1) {
+      const et = eventTypeByID.get(ids[0]);
+      if (et) head = eventTypeLabel(et);
+    }
+    if (!head) {
+      const r = ruleMode === "auto" ? (currentAutoRule() ?? rule) : null;
+      if (r) head = formatRuleLabel(r);
+    }
+    if (!head && ruleMode === "custom") {
+      const txt = ruleCustomInput?.value.trim() || "";
+      if (txt) head = txt;
+    }
+    if (!head && rule) {
+      head = formatRuleLabel(rule);
+    }
+    if (!head && deadline.rule_code) {
+      head = deadline.rule_code;
+    }
+    if (!head) head = t("deadlines.field.title.default_fallback");
+    const ref = project?.reference?.trim() || "";
+    if (ref && !head.includes(ref)) head = `${head} — ${ref}`;
+    titleEdit.value = head;
+    titleEdit.focus();
+  });
+
   saveBtn.addEventListener("click", async () => {
     if (!deadline) return;
     const newTitle = titleEdit.value.trim();
@@ -424,6 +645,48 @@ function initEdit() {
       if (projectEdit && projectEdit.value && projectEdit.value !== deadline.project_id) {
         payload.project_id = projectEdit.value;
       }
+      // t-paliad-258 — rule_set discriminator tells the service this
+      // PATCH carries an Auto/Custom rule change. Both columns are
+      // mutually exclusive at the persistence boundary.
+      payload.rule_set = true;
+      if (ruleMode === "auto") {
+        const r = currentAutoRule();
+        payload.rule_id = r ? r.id : null;
+        payload.custom_rule_text = null;
+      } else {
+        const txt = ruleCustomInput?.value.trim() || "";
+        payload.rule_id = null;
+        payload.custom_rule_text = txt || null;
+      }
+
+      // t-paliad-252 — pending-edit mode routes through the new endpoint
+      // that updates the entity + merges payload into the still-pending
+      // approval_request. Outside pending-edit mode the regular PATCH
+      // path remains the authoritative one (with its existing 409-on-
+      // pending guard).
+      if (pendingEditMode && pendingRequest) {
+        const resp = await fetch(
+          `/api/approval-requests/${pendingRequest.id}/edit-entity`,
+          {
+            method: "POST",
+            headers: { "Content-Type": "application/json" },
+            body: JSON.stringify({ fields: payload }),
+          },
+        );
+        if (resp.ok) {
+          const fresh = await fetch(`/api/deadlines/${deadline.id}`);
+          if (fresh.ok) deadline = await fresh.json();
+          await loadPendingRequest();
+          render();
+        } else {
+          const body = await resp.json().catch(() => null);
+          const msg = (body && (body.message || body.error))
+            || (t("approvals.withdraw.error") || "Fehler");
+          window.alert(msg);
+        }
+        return;
+      }
+
       const resp = await fetch(`/api/deadlines/${deadline.id}`, {
         method: "PATCH",
         headers: { "Content-Type": "application/json" },
@@ -501,19 +764,39 @@ function initReopen() {
   });
 }
 
-// initWithdraw — t-paliad-160 §C+E. Reuses the existing
-// /api/approval-requests/{id}/revoke endpoint (no new server route
-// needed). After the revoke lands, the entity goes back to
-// approval_status='approved' and the page reloads to refresh the
-// in-memory state cleanly.
+// initWithdraw — t-paliad-160 §C+E + t-paliad-252.
+//
+// Click flow: open the withdraw warning modal (replaces the old
+// confirm()). The modal returns one of:
+//
+//   "edit"     — open the edit form in pending-edit mode; Save calls
+//                /api/approval-requests/{id}/edit-entity which keeps the
+//                request pending + merges the new fields into payload
+//   "withdraw" — destructive: call the existing /revoke endpoint
+//                (DELETE entity for CREATE, revert for UPDATE/COMPLETE,
+//                cancel-delete for DELETE lifecycle)
+//   null       — user cancelled; nothing happens
 function initWithdraw() {
   const btn = document.getElementById("deadline-withdraw-btn") as HTMLButtonElement | null;
   if (!btn) return;
   btn.addEventListener("click", async () => {
     if (!deadline || !pendingRequest) return;
-    if (!window.confirm(t("approvals.withdraw.confirm") || "Anfrage wirklich zurückziehen?")) return;
     btn.disabled = true;
     try {
+      const action = await openWithdrawWarningModal({
+        entityType: "deadline",
+        lifecycleEvent: pendingRequest.lifecycle_event ?? "create",
+      });
+      if (action === null) {
+        btn.disabled = false;
+        return;
+      }
+      if (action === "edit") {
+        btn.disabled = false;
+        pendingEnterEdit?.();
+        return;
+      }
+      // action === "withdraw" → existing destructive path.
       const resp = await fetch(`/api/approval-requests/${pendingRequest.id}/revoke`, {
         method: "POST",
         headers: { "Content-Type": "application/json" },
@@ -521,14 +804,16 @@ function initWithdraw() {
       });
       if (resp.ok) {
         // Re-fetch the entity so approval_status flips back to 'approved'
-        // and the badge / buttons rerender accordingly.
+        // and the badge / buttons rerender accordingly. For CREATE
+        // lifecycle the entity is gone, so the 404 surfaces as a reload.
         const r = await fetch(`/api/deadlines/${deadline.id}`);
         if (r.ok) {
           deadline = await r.json();
           await loadPendingRequest();
           render();
         } else {
-          window.location.reload();
+          // CREATE lifecycle deleted the entity — bounce to the list.
+          window.location.href = "/events?type=deadline";
         }
       } else {
         btn.disabled = false;
@@ -592,8 +877,14 @@ async function main() {
     notfound.style.display = "block";
     return;
   }
-  await Promise.all([loadProject(deadline.project_id), loadAllProjects(), loadPendingRequest()]);
-  if (deadline.rule_id) await loadRule(deadline.rule_id);
+  await Promise.all([
+    loadProject(deadline.project_id),
+    loadAllProjects(),
+    loadPendingRequest(),
+    loadAllRules(),
+    loadProceedingTypes(),
+  ]);
+  if (deadline.rule_id) rule = lookupRule(deadline.rule_id);
 
   // Load event types in parallel; render once ready (the picker re-renders
   // chips off the cached map, and the display element re-renders on the
@@ -614,6 +905,11 @@ async function main() {
     eventTypePicker = attachEventTypePicker(pickerHost, {
       initialIDs: deadline.event_type_ids ?? [],
       currentUserAdmin: me?.global_role === "global_admin",
+      onChange: () => {
+        // Type change shifts the Auto-resolved rule. Refresh the
+        // read-only display panel (no-op outside edit mode / Custom).
+        refreshRuleAutoDisplay();
+      },
     });
   }
 

frontend/src/client/deadlines-new.ts

@@ -1,4 +1,4 @@
-import { initI18n, t, tDyn } from "./i18n";
+import { initI18n, t, tDyn, getLang } from "./i18n";
 import { initSidebar } from "./sidebar";
 import {
   attachEventTypePicker,
@@ -8,22 +8,21 @@ import {
   type PickerHandle,
 } from "./event-types";
 import { projectIndent } from "./project-indent";
+import { formatRuleLabel } from "./rule-label";
 
 let eventTypePicker: PickerHandle | null = null;
 let currentUserAdmin = false;
 let eventTypesByID = new Map<string, EventType>();
-// expandedOverride flips to true when the user clicks "Anderen Typ
-// wählen" on the collapsed inline summary. Sticky for the rest of the
-// form session — cleared only when the user reverts the rule to "Keine
-// Regel". When true, the picker stays visible regardless of whether
-// the chip matches the rule's canonical default.
-let expandedOverride = false;
 
 interface Project {
   id: string;
   reference?: string | null;
   title: string;
   path: string;
+  // Used by the Type→Rule resolver to narrow rule candidates to the
+  // project's own proceeding when one applies. Optional because clients
+  // and matter-level projects don't carry a proceeding type.
+  proceeding_type_id?: number | null;
 }
 
 interface DeadlineRule {
@@ -32,23 +31,37 @@ interface DeadlineRule {
   name: string;
   name_en: string;
   rule_code?: string;
-  // t-paliad-165 — canonical event_type for this rule's concept,
-  // hydrated server-side from paliad.deadline_concept_event_types.
-  // Drives auto-fill of the Typ chip when the user picks this rule.
+  legal_source?: string | null;
+  proceeding_type_id?: number | null;
+  sequence_order?: number;
+  // t-paliad-165 — canonical event_type for the rule's concept. The
+  // catalog is indexed by it so we can resolve Type → canonical Rule.
   concept_default_event_type_id?: string | null;
 }
 
-// Rules indexed by id so the Regel-change handler can look up the
-// concept's canonical event_type without re-fetching.
-let rulesByID = new Map<string, DeadlineRule>();
+interface ProceedingType {
+  id: number;
+  code: string;
+  name: string;
+  name_en?: string;
+  jurisdiction: string;
+  sort_order?: number;
+}
 
-// Last event_type the rule auto-filled. Tracked so we can tell whether
-// the picker still reflects the rule's suggestion (replace silently on
-// new rule pick) or whether the user has manually edited (leave alone,
-// surface the mismatch warning instead).
-let lastAutoFilledEventTypeID: string | null = null;
+// Rule mode (t-paliad-258 / m/paliad#89). The form has two states:
+//   auto   — rule_id resolved from the chosen event_type, rendered
+//            read-only as "Auto: Name · Citation".
+//   custom — free-text input; submits as custom_rule_text on the API.
+type RuleMode = "auto" | "custom";
+let ruleMode: RuleMode = "auto";
+
+let rulesByID = new Map<string, DeadlineRule>();
+let allRules: DeadlineRule[] = [];
+let proceedingTypesByID = new Map<number, ProceedingType>();
+let projectsByID = new Map<string, Project>();
 
 let preselectedProjectID = "";
+let preselectedProjectIDLocal = "";
 
 function esc(s: string): string {
   const d = document.createElement("div");
@@ -62,6 +75,13 @@ function showError(msg: string) {
   el.className = "form-msg form-msg-error";
 }
 
+function proceedingLabel(pt: ProceedingType | undefined): string {
+  if (!pt) return "";
+  const lang = getLang();
+  const name = (lang === "en" && pt.name_en) ? pt.name_en : pt.name;
+  return `${pt.jurisdiction} — ${name}`;
+}
+
 async function loadProjects() {
   const sel = document.getElementById("deadline-project") as HTMLSelectElement;
   const hint = document.getElementById("deadline-project-empty-hint")!;
@@ -69,6 +89,7 @@ async function loadProjects() {
     const resp = await fetch("/api/projects");
     if (!resp.ok) return;
     const projects: Project[] = await resp.json();
+    projectsByID = new Map(projects.map((p) => [p.id, p]));
     if (projects.length === 0) {
       hint.style.display = "";
       hint.innerHTML = `${esc(t("deadlines.field.akte.empty"))} <a href="/projects/new">${esc(t("deadlines.field.akte.empty.link"))}</a>`;
@@ -82,7 +103,7 @@ async function loadProjects() {
       const ref = p.reference || "";
       const indent = projectIndent(p.path);
       options.push(
-        `<option value="${esc(p.id)}"${isSelected}>${indent}${esc(ref)} \u2014 ${esc(p.title)}</option>`,
+        `<option value="${esc(p.id)}"${isSelected}>${indent}${esc(ref)} — ${esc(p.title)}</option>`,
       );
     }
     sel.innerHTML = options.join("");
@@ -91,122 +112,166 @@ async function loadProjects() {
   }
 }
 
+async function loadProceedingTypes() {
+  try {
+    const resp = await fetch("/api/proceeding-types-db");
+    if (!resp.ok) return;
+    const types: ProceedingType[] = await resp.json();
+    proceedingTypesByID = new Map(types.map((pt) => [pt.id, pt]));
+  } catch {
+    /* non-fatal */
+  }
+}
+
 async function loadRules() {
-  // Optional: load rules so user can attach. We pull all rules; small set.
-  const sel = document.getElementById("deadline-rule") as HTMLSelectElement;
   try {
     const resp = await fetch("/api/deadline-rules");
     if (!resp.ok) return;
-    const rules: DeadlineRule[] = await resp.json();
-    rulesByID = new Map(rules.map((r) => [r.id, r]));
-    const opts: string[] = [
-      `<option value="" data-i18n="deadlines.field.rule.none">${esc(t("deadlines.field.rule.none"))}</option>`,
-    ];
-    for (const r of rules) {
-      const code = r.rule_code || r.code || "";
-      const label = code ? `${code} \u2014 ${r.name}` : r.name;
-      opts.push(`<option value="${esc(r.id)}">${esc(label)}</option>`);
-    }
-    sel.innerHTML = opts.join("");
+    allRules = (await resp.json()) as DeadlineRule[];
+    rulesByID = new Map(allRules.map((r) => [r.id, r]));
   } catch {
-    /* non-fatal — rule select stays at "no rule" */
+    /* non-fatal — rule display falls back to "—" */
   }
 }
 
-// t-paliad-165 follow-up — drive the collapsed/expanded view of the Typ
-// picker. The two modes are mutually exclusive:
+// resolveAutoRuleForType picks the best-match catalog rule for the
+// chosen event type, scoring by:
+//   1. project's proceeding_type_id (if known) — exact match wins,
+//   2. otherwise event_type.jurisdiction matches the rule's proceeding's
+//      jurisdiction (EPA→EPO canonicalised),
+//   3. otherwise the first candidate in canonical sequence_order.
 //
-//   collapsed: rule selected + canonical event_type known + picker
-//     contains exactly [default] + user hasn't clicked "Anderen Typ
-//     wählen". Hides the chip cluster, surfaces a single inline
-//     summary "Klageerwiderung (vorgegeben durch Regel)" + an
-//     override link.
-//
-//   expanded: every other case — no rule, no default for the rule,
-//     picker has been edited, or expandedOverride is sticky after the
-//     user clicked the override link. Picker visible; mismatch warning
-//     surfaces yellow when the rule expected a different event_type.
-function refreshRuleView(): void {
-  const collapsed = document.getElementById("deadline-event-type-collapsed");
-  const collapsedLabel = document.getElementById("deadline-event-type-collapsed-label");
-  const pickerHost = document.getElementById("deadline-event-types");
-  const warn = document.getElementById("deadline-event-type-rule-mismatch");
-  if (!collapsed || !collapsedLabel || !pickerHost || !warn) return;
+// Returns null when no rule maps. Callers render that as "no Auto rule
+// available" so the user can flip to Custom or pick a different Type.
+function resolveAutoRuleForType(eventTypeID: string, projectID: string): DeadlineRule | null {
+  const candidates = allRules.filter((r) => r.concept_default_event_type_id === eventTypeID);
+  if (candidates.length === 0) return null;
+  if (candidates.length === 1) return candidates[0];
 
-  const ruleID = (document.getElementById("deadline-rule") as HTMLSelectElement | null)?.value || "";
-  const rule = ruleID ? rulesByID.get(ruleID) : undefined;
-  const expected = rule?.concept_default_event_type_id ?? null;
+  const project = projectID ? projectsByID.get(projectID) : undefined;
+  if (project?.proceeding_type_id) {
+    const exact = candidates.find((r) => r.proceeding_type_id === project.proceeding_type_id);
+    if (exact) return exact;
+  }
+
+  const et = eventTypesByID.get(eventTypeID);
+  if (et?.jurisdiction && et.jurisdiction !== "any") {
+    const want = et.jurisdiction === "EPO" ? "EPA" : et.jurisdiction;
+    const jurMatch = candidates.find((r) => {
+      const pt = r.proceeding_type_id ? proceedingTypesByID.get(r.proceeding_type_id) : undefined;
+      return pt?.jurisdiction === want;
+    });
+    if (jurMatch) return jurMatch;
+  }
+
+  return candidates[0];
+}
+
+// currentAutoRule returns the catalog rule the Auto mode would resolve
+// to for the current form state, or null when no Type is picked or no
+// rule maps. Centralised so the Auto display, submitForm, and the
+// Standardtitel button all agree on the same resolution.
+function currentAutoRule(): DeadlineRule | null {
   const picked = eventTypePicker?.getIDs() ?? [];
+  if (picked.length !== 1) return null;
+  const projectID = (document.getElementById("deadline-project") as HTMLSelectElement | null)?.value || "";
+  return resolveAutoRuleForType(picked[0], projectID);
+}
 
-  const pickerMatchesDefault =
-    expected !== null && picked.length === 1 && picked[0] === expected;
-  const wantsCollapsed =
-    !expandedOverride && ruleID !== "" && expected !== null && pickerMatchesDefault;
-
-  if (wantsCollapsed) {
-    const et = eventTypesByID.get(expected!);
-    collapsedLabel.textContent = et ? eventTypeLabel(et) : "";
-    collapsed.style.display = "";
-    pickerHost.style.display = "none";
-    warn.style.display = "none";
+// refreshRuleAutoDisplay updates the read-only Auto display panel to
+// reflect the rule that would be saved in Auto mode. Hides itself when
+// the user is in Custom mode (the input takes its place).
+function refreshRuleAutoDisplay(): void {
+  const panel = document.getElementById("deadline-rule-auto-display");
+  const text = document.getElementById("deadline-rule-auto-text");
+  if (!panel || !text) return;
+  if (ruleMode !== "auto") {
+    panel.style.display = "none";
     return;
   }
+  panel.style.display = "";
+  const rule = currentAutoRule();
+  if (rule) {
+    text.textContent = formatRuleLabel(rule);
+    text.classList.remove("rule-auto-text--empty");
+    return;
+  }
+  const picked = eventTypePicker?.getIDs() ?? [];
+  const fallback = picked.length === 1
+    ? (t("deadlines.field.rule.auto_no_match") || "Keine Regel zur gewählten Verfahrenshandlung")
+    : (t("deadlines.field.rule.auto_pick_type") || "Wählen Sie zuerst eine Verfahrenshandlung");
+  text.textContent = fallback;
+  text.classList.add("rule-auto-text--empty");
+}
 
-  collapsed.style.display = "none";
-  pickerHost.style.display = "";
-  // Mismatch warning: rule expected an event_type AND the picker
-  // doesn't contain it. (When the picker is empty + no override, no
-  // warning — user is free to leave it blank.)
-  if (expected && picked.length > 0 && !picked.includes(expected)) {
-    warn.style.display = "";
+function applyRuleModeUI(): void {
+  const toggleBtn = document.getElementById("deadline-rule-mode-toggle") as HTMLButtonElement | null;
+  const autoPanel = document.getElementById("deadline-rule-auto-display");
+  const customInput = document.getElementById("deadline-rule-custom-input") as HTMLInputElement | null;
+  if (!toggleBtn || !autoPanel || !customInput) return;
+  if (ruleMode === "auto") {
+    autoPanel.style.display = "";
+    customInput.style.display = "none";
+    toggleBtn.textContent = t("deadlines.field.rule.mode.toggle_to_custom") || "Eigene Regel eingeben";
+    toggleBtn.setAttribute("data-i18n", "deadlines.field.rule.mode.toggle_to_custom");
   } else {
-    warn.style.display = "none";
+    autoPanel.style.display = "none";
+    customInput.style.display = "";
+    toggleBtn.textContent = t("deadlines.field.rule.mode.toggle_to_auto") || "Zurück zu Auto";
+    toggleBtn.setAttribute("data-i18n", "deadlines.field.rule.mode.toggle_to_auto");
+  }
+  refreshRuleAutoDisplay();
+}
+
+function setRuleMode(mode: RuleMode): void {
+  ruleMode = mode;
+  applyRuleModeUI();
+  if (mode === "custom") {
+    const input = document.getElementById("deadline-rule-custom-input") as HTMLInputElement | null;
+    input?.focus();
   }
 }
 
-// applyRuleAutoFill replaces the picker silently when it still reflects
-// the previous rule's suggestion (or is empty); leaves a manually-edited
-// picker alone. Called whenever the Regel select changes.
-function applyRuleAutoFill(): void {
-  if (!eventTypePicker) return;
-  const ruleID = (document.getElementById("deadline-rule") as HTMLSelectElement | null)?.value || "";
-  const rule = ruleID ? rulesByID.get(ruleID) : undefined;
-  const expected = rule?.concept_default_event_type_id ?? null;
-  const current = eventTypePicker.getIDs();
+// computeDefaultTitle — t-paliad-251 Part 4. Priority order picks the head:
+//   1. event_type label (when exactly one Typ chip is set)
+//   2. canonical rule name (when Auto resolves to a rule)
+//   3. custom rule text (when in Custom mode)
+//   4. proceeding type name (when project carries one)
+//   5. fallback i18n key
+// Suffix: " — <project-reference>" when not already in head.
+function computeDefaultTitle(): string {
+  const projectID = (document.getElementById("deadline-project") as HTMLSelectElement | null)?.value || "";
+  const project = projectID ? projectsByID.get(projectID) : undefined;
+  const picked = eventTypePicker?.getIDs() ?? [];
 
-  // Reset the override on transition to "Keine Regel" — fresh form
-  // session. Otherwise expandedOverride stays sticky.
-  if (ruleID === "") {
-    expandedOverride = false;
+  let head = "";
+  if (picked.length === 1) {
+    const et = eventTypesByID.get(picked[0]);
+    if (et) head = eventTypeLabel(et);
   }
-
-  const pickerStillReflectsLastSuggestion =
-    lastAutoFilledEventTypeID !== null &&
-    current.length === 1 &&
-    current[0] === lastAutoFilledEventTypeID;
-  const pickerIsEmpty = current.length === 0;
-
-  if (expected) {
-    if (pickerIsEmpty || pickerStillReflectsLastSuggestion) {
-      eventTypePicker.setIDs([expected]);
-      lastAutoFilledEventTypeID = expected;
+  if (!head) {
+    if (ruleMode === "auto") {
+      const rule = currentAutoRule();
+      if (rule) head = formatRuleLabel(rule);
+    } else {
+      const customInput = document.getElementById("deadline-rule-custom-input") as HTMLInputElement | null;
+      const txt = customInput?.value.trim() || "";
+      if (txt) head = txt;
     }
-  } else if (pickerStillReflectsLastSuggestion) {
-    // New rule has no canonical event_type — clear the stale auto-fill
-    // so the picker doesn't carry a chip from the old rule.
-    eventTypePicker.setIDs([]);
-    lastAutoFilledEventTypeID = null;
   }
-  refreshRuleView();
-}
+  if (!head && project?.proceeding_type_id) {
+    const pt = proceedingTypesByID.get(project.proceeding_type_id);
+    if (pt) head = proceedingLabel(pt);
+  }
+  if (!head) {
+    head = t("deadlines.field.title.default_fallback");
+  }
 
-function initBackLinks() {
-  if (preselectedProjectID) {
-    const back = document.getElementById("deadline-new-back") as HTMLAnchorElement;
-    const cancel = document.getElementById("deadline-new-cancel") as HTMLAnchorElement;
-    back.href = `/projects/${preselectedProjectID}/deadlines`;
-    cancel.href = `/projects/${preselectedProjectID}/deadlines`;
+  const ref = project?.reference?.trim() || "";
+  if (ref && !head.includes(ref)) {
+    return `${head} — ${ref}`;
   }
+  return head;
 }
 
 async function submitForm(e: Event) {
@@ -217,7 +282,6 @@ async function submitForm(e: Event) {
   const projectID = (document.getElementById("deadline-project") as HTMLSelectElement).value;
   const title = (document.getElementById("deadline-title") as HTMLInputElement).value.trim();
   const due = (document.getElementById("deadline-due") as HTMLInputElement).value;
-  const ruleID = (document.getElementById("deadline-rule") as HTMLSelectElement).value;
   const notes = (document.getElementById("deadline-notes") as HTMLTextAreaElement).value.trim();
 
   if (!projectID || !title || !due) {
@@ -234,7 +298,15 @@ async function submitForm(e: Event) {
     due_date: due,
     source: "manual",
   };
-  if (ruleID) payload.rule_id = ruleID;
+  // Rule field: Auto resolves to rule_id, Custom sends the free text.
+  if (ruleMode === "auto") {
+    const rule = currentAutoRule();
+    if (rule) payload.rule_id = rule.id;
+  } else {
+    const customInput = document.getElementById("deadline-rule-custom-input") as HTMLInputElement | null;
+    const txt = customInput?.value.trim() || "";
+    if (txt) payload.custom_rule_text = txt;
+  }
   if (notes) payload.notes = notes;
   const eventTypeIDs = eventTypePicker?.getIDs() ?? [];
   if (eventTypeIDs.length > 0) payload.event_type_ids = eventTypeIDs;
@@ -252,8 +324,8 @@ async function submitForm(e: Event) {
       return;
     }
     const created = await resp.json();
-    if (preselectedProjectID) {
-      window.location.href = `/projects/${preselectedProjectID}/deadlines`;
+    if (preselectedProjectIDLocal) {
+      window.location.href = `/projects/${preselectedProjectIDLocal}/deadlines`;
     } else {
       window.location.href = `/deadlines/${created.id}`;
     }
@@ -275,6 +347,16 @@ function detectPreselect() {
   if (fromQuery) preselectedProjectID = fromQuery;
 }
 
+function initBackLinks() {
+  if (preselectedProjectID) {
+    const back = document.getElementById("deadline-new-back") as HTMLAnchorElement;
+    const cancel = document.getElementById("deadline-new-cancel") as HTMLAnchorElement;
+    back.href = `/projects/${preselectedProjectID}/deadlines`;
+    cancel.href = `/projects/${preselectedProjectID}/deadlines`;
+  }
+  preselectedProjectIDLocal = preselectedProjectID;
+}
+
 async function loadMe() {
   try {
     const resp = await fetch("/api/me");
@@ -288,8 +370,6 @@ async function loadMe() {
 
 // t-paliad-154 — fetch the effective approval policy for (project,
 // deadline, create) and reveal the form-time hint when it applies.
-// Hidden when no policy applies. Re-runs on project change so the hint
-// updates if the user picks a different project mid-form.
 async function refreshApprovalHint(): Promise<void> {
   const hint = document.getElementById("deadline-approval-hint");
   const text = document.getElementById("deadline-approval-hint-text");
@@ -308,7 +388,6 @@ async function refreshApprovalHint(): Promise<void> {
       hint.style.display = "none";
       return;
     }
-    // t-paliad-160 split-grammar (with M1 legacy fallback).
     const eff = await resp.json() as {
       requires_approval?: boolean;
       min_role?: string | null;
@@ -343,44 +422,51 @@ document.addEventListener("DOMContentLoaded", async () => {
   // Default due to today
   const dueInput = document.getElementById("deadline-due") as HTMLInputElement;
   if (!dueInput.value) dueInput.value = new Date().toISOString().split("T")[0];
-  await Promise.all([loadProjects(), loadRules(), loadMe()]);
+
+  await Promise.all([loadProjects(), loadProceedingTypes(), loadRules(), loadMe()]);
+
   const pickerHost = document.getElementById("deadline-event-types");
   if (pickerHost) {
     eventTypePicker = attachEventTypePicker(pickerHost, {
       currentUserAdmin,
-      onChange: () => refreshRuleView(),
+      onChange: () => {
+        // Type change shifts which Auto rule resolves; re-render the
+        // read-only Auto display panel.
+        refreshRuleAutoDisplay();
+      },
     });
   }
-  // t-paliad-165 follow-up — preload event_types so the collapsed
-  // summary can render the type's label inline without an extra round
-  // trip when the user picks a Regel.
+
+  // Preload event_types for the Auto display + Standardtitel resolver.
   fetchEventTypes()
     .then((types) => {
       eventTypesByID = new Map(types.map((et) => [et.id, et]));
-      refreshRuleView();
+      refreshRuleAutoDisplay();
     })
-    .catch(() => {/* non-fatal — collapsed view falls back to empty label */});
-  // t-paliad-165 — Regel change auto-fills the Typ chip from the rule's
-  // concept's canonical event_type, when the picker hasn't been
-  // manually edited away from the previous rule's suggestion.
-  document.getElementById("deadline-rule")?.addEventListener("change", () => {
-    applyRuleAutoFill();
+    .catch(() => {/* non-fatal */});
+
+  // Rule mode toggle.
+  document.getElementById("deadline-rule-mode-toggle")?.addEventListener("click", () => {
+    setRuleMode(ruleMode === "auto" ? "custom" : "auto");
   });
-  // "Anderen Typ wählen" — sticky expanded mode so the picker stays
-  // visible even when the chip still matches the rule's default.
-  document.getElementById("deadline-event-type-override-btn")?.addEventListener("click", () => {
-    expandedOverride = true;
-    refreshRuleView();
-    // Move focus into the picker's search box so the user can type
-    // immediately without an extra click.
-    const search = document.querySelector<HTMLInputElement>(
-      "#deadline-event-types .event-type-search",
-    );
-    search?.focus();
-  });
-  // Wire approval-hint refresh: on first render + on project change.
+
+  applyRuleModeUI();
+
+  // Approval-hint refresh: on first render + on project change.
   void refreshApprovalHint();
   document.getElementById("deadline-project")?.addEventListener("change", () => {
     void refreshApprovalHint();
+    // Project change can shift which Auto rule resolves (via the
+    // project's proceeding_type_id).
+    refreshRuleAutoDisplay();
+  });
+
+  // t-paliad-251 Part 4 — Standardtitel button.
+  document.getElementById("deadline-title-default-btn")?.addEventListener("click", () => {
+    const titleInput = document.getElementById("deadline-title") as HTMLInputElement | null;
+    if (!titleInput) return;
+    const derived = computeDefaultTitle();
+    if (derived) titleInput.value = derived;
+    titleInput.focus();
   });
 });

frontend/src/client/event-types.ts

@@ -686,6 +686,33 @@ export function openBrowseEventTypesModal(
   return new Promise<string[] | null>((resolve) => {
     let selected = new Set<string>(opts.initialIDs);
     let searchQuery = "";
+    // t-paliad-251 — court-type filter chips. `null` = "Alle" (any
+    // jurisdiction). Any non-null value matches event_types.jurisdiction;
+    // "any" is mapped to NULL/missing rows via jurisdictionMatches().
+    let activeJurisdiction: string | null = null;
+
+    // Surface every jurisdiction present in the data — "any" stays bucketed
+    // separately so users still have a "show generic-only" chip. EPA is
+    // canonicalised to EPO in event_types (see mig 074); the chip label
+    // shows EPA to match the legal vocabulary the lawyers use.
+    const jurisdictionsPresent = new Set<string>();
+    for (const et of opts.types) {
+      const j = (et.jurisdiction ?? "").trim();
+      if (j) jurisdictionsPresent.add(j);
+    }
+    const JURISDICTION_ORDER = ["UPC", "EPO", "DPMA", "DE", "any"];
+    const chipJurisdictions = JURISDICTION_ORDER.filter((j) => jurisdictionsPresent.has(j));
+    // Any jurisdiction in the data that isn't in our ordered list lands at
+    // the end so the chip row never silently drops a court flavour.
+    for (const j of jurisdictionsPresent) {
+      if (!chipJurisdictions.includes(j)) chipJurisdictions.push(j);
+    }
+
+    function chipLabel(j: string): string {
+      if (j === "EPO") return "EPA";
+      if (j === "any") return t("event_types.browse.jurisdiction.none");
+      return j;
+    }
 
     const overlay = document.createElement("div");
     overlay.className = "modal-overlay event-type-browse-overlay";
@@ -694,6 +721,15 @@ export function openBrowseEventTypesModal(
         <div class="event-type-browse-header">
           <h2 id="event-type-browse-title">${esc(t("event_types.browse.title"))}</h2>
           <input type="text" class="event-type-browse-search" data-role="search" placeholder="${esc(t("event_types.browse.search"))}" autocomplete="off" />
+          <div class="event-type-browse-chips" data-role="chips" role="group" aria-label="${esc(t("event_types.browse.jurisdiction.filter_label"))}">
+            <button type="button" class="event-type-browse-chip event-type-browse-chip--active" data-jurisdiction="" data-role="chip-all">${esc(t("event_types.browse.jurisdiction.all"))}</button>
+            ${chipJurisdictions
+              .map(
+                (j) =>
+                  `<button type="button" class="event-type-browse-chip" data-jurisdiction="${esc(j)}">${esc(chipLabel(j))}</button>`,
+              )
+              .join("")}
+          </div>
         </div>
         <div class="event-type-browse-list" data-role="list" tabindex="-1"></div>
         <div class="event-type-browse-actions">
@@ -711,6 +747,7 @@ export function openBrowseEventTypesModal(
     const countEl = overlay.querySelector<HTMLElement>("[data-role=count]")!;
     const cancelBtn = overlay.querySelector<HTMLButtonElement>("[data-role=cancel]")!;
     const applyBtn = overlay.querySelector<HTMLButtonElement>("[data-role=apply]")!;
+    const chipButtons = overlay.querySelectorAll<HTMLButtonElement>(".event-type-browse-chip");
 
     const groups = groupByCategory(opts.types);
 
@@ -721,6 +758,12 @@ export function openBrowseEventTypesModal(
       return j;
     }
 
+    function jurisdictionMatches(et: EventType): boolean {
+      if (activeJurisdiction === null) return true;
+      const j = (et.jurisdiction ?? "").trim();
+      return j === activeJurisdiction;
+    }
+
     function updateCount() {
       countEl.textContent = t("event_types.browse.selected_count").replace(
         "{n}",
@@ -731,6 +774,7 @@ export function openBrowseEventTypesModal(
     function renderList() {
       const q = searchQuery.trim().toLowerCase();
       const matches = (et: EventType) => {
+        if (!jurisdictionMatches(et)) return false;
         if (!q) return true;
         return (
           et.label_de.toLowerCase().includes(q) ||
@@ -783,6 +827,16 @@ export function openBrowseEventTypesModal(
       renderList();
     });
 
+    chipButtons.forEach((btn) => {
+      btn.addEventListener("click", () => {
+        const raw = btn.dataset.jurisdiction ?? "";
+        activeJurisdiction = raw === "" ? null : raw;
+        chipButtons.forEach((b) => b.classList.remove("event-type-browse-chip--active"));
+        btn.classList.add("event-type-browse-chip--active");
+        renderList();
+      });
+    });
+
     function close(value: string[] | null) {
       document.removeEventListener("keydown", onKey);
       overlay.remove();

frontend/src/client/events.ts

@@ -9,6 +9,7 @@ import {
 } from "./event-types";
 import { projectIndent } from "./project-indent";
 import { mountCalendar, type CalendarHandle, type CalendarItem } from "./calendar/mount-calendar";
+import { formatRuleLabelHTML, formatCustomRuleLabelHTML } from "./rule-label";
 
 // Two-eyes glyph 👀 inside .approval-pill--icon. m's 2026-05-08 follow-
 // up: "two eyes instead of the one." Emoji rather than SVG keeps the
@@ -66,6 +67,9 @@ interface EventListItem {
   rule_code?: string;
   rule_name?: string;
   rule_name_en?: string;
+  // t-paliad-258 — free-text rule label when the deadline was created
+  // via the Custom rule path. Mutually exclusive with rule_id.
+  custom_rule_text?: string;
   event_type_ids?: string[];
 
   // appointment-only
@@ -264,13 +268,26 @@ function urgencyClass(item: EventListItem): string {
 
 function ruleDisplay(item: EventListItem): string {
   if (item.type !== "deadline") return "";
-  // Prefer the saved citation (RoP.023, R.151) over the rule name —
-  // REGEL is meant for the legal reference, not the rule's display
-  // name (which is the title column's job).
-  if (item.rule_code && item.rule_code.trim()) return esc(item.rule_code);
-  const lang = getLang();
-  const localized = lang === "en" ? item.rule_name_en : item.rule_name;
-  if (localized && localized.trim()) return esc(localized);
+  // t-paliad-258 addendum — canonical display contract: Name primary,
+  // Citation muted secondary ("Notice of Appeal · UPC.RoP.220.1").
+  // Custom rules render the lawyer's free text + a "Custom" badge.
+  // Legacy rule-code-only saves (Fristenrechner, no rule_id) still
+  // show the bare citation as last-resort fallback.
+  const hasName = (item.rule_name && item.rule_name.trim()) ||
+    (item.rule_name_en && item.rule_name_en.trim());
+  if (hasName || (item.rule_code && item.rule_code.trim())) {
+    return formatRuleLabelHTML(
+      {
+        name: item.rule_name || "",
+        name_en: item.rule_name_en,
+        rule_code: item.rule_code,
+      },
+      esc,
+    );
+  }
+  if (item.custom_rule_text && item.custom_rule_text.trim()) {
+    return formatCustomRuleLabelHTML(item.custom_rule_text, esc);
+  }
   return "—";
 }
 

frontend/src/client/fristenrechner.ts

@@ -429,8 +429,13 @@ function renderProcedureResults(data: DeadlineResponse) {
     <span class="timeline-trigger-date">${t("deadlines.trigger.label")}: ${formatDate(data.triggerDate)}</span>
   </div>`;
 
+  // Pass the chip-strip perspective through as `side` so the column
+  // bucketer keeps the user's own party on the left (Unsere Seite) —
+  // t-paliad-257: the old Proaktiv/Reaktiv labels lied when the user
+  // was on the defendant side, the new labels demand we route the
+  // user's party into the `ours` column.
   const bodyHtml = procedureView === "columns"
-    ? renderColumnsBody(data, { editable: true, showNotes })
+    ? renderColumnsBody(data, { editable: true, showNotes, side: currentPerspective })
     : renderTimelineBody(data, { showParty: true, editable: true, showNotes });
 
   container.innerHTML = headerHtml + bodyHtml;

frontend/src/client/i18n.ts

@@ -302,9 +302,9 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.view.timeline": "Zeitstrahl",
     "deadlines.view.columns": "Spalten",
     "deadlines.notes.show": "Hinweise anzeigen",
-    "deadlines.col.proactive": "Proaktiv",
+    "deadlines.col.ours": "Unsere Seite",
     "deadlines.col.court": "Gericht",
-    "deadlines.col.reactive": "Reaktiv",
+    "deadlines.col.opponent": "Gegnerseite",
     "deadlines.col.both": "Beide Parteien",
     // Trigger-event mode (PR-2 \u2014 youpc-parity)
     "deadlines.mode.procedure": "Verfahrensablauf",
@@ -417,6 +417,14 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.perspective.defendant.title": "Beklagtenseite — versteckt typische Kläger-Schriftsätze",
     "deadlines.perspective.appeal_filed_by.label": "Berufung eingelegt durch:",
     "deadlines.perspective.predefined_hint": "vorgegeben durch Akte",
+    "deadlines.side.label": "Seite:",
+    "deadlines.side.claimant": "Klägerseite",
+    "deadlines.side.defendant": "Beklagtenseite",
+    "deadlines.side.both": "Beide",
+    "deadlines.appellant.label": "Berufung durch:",
+    "deadlines.appellant.claimant": "Klägerseite",
+    "deadlines.appellant.defendant": "Beklagtenseite",
+    "deadlines.appellant.none": "—",
     "deadlines.event.composite.label": "Zusammengesetzt:",
     "deadlines.event.unit.days.one": "Tag",
     "deadlines.event.unit.days.many": "Tage",
@@ -874,11 +882,15 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.field.title.placeholder": "z.\u202fB. Klageerwiderung einreichen",
     "deadlines.field.due": "F\u00e4lligkeitsdatum",
     "deadlines.field.rule": "Regel (optional)",
-    "deadlines.field.rule.none": "Keine Regel",
-    "deadlines.field.rule.autofill": "Typ vorgegeben durch Regel — entfernen, um zu überschreiben.",
-    "deadlines.field.rule.autofill_inline": " (vorgegeben durch Regel)",
-    "deadlines.field.rule.mismatch": "Hinweis: Typ widerspricht Regel — Sie haben den Typ überschrieben.",
-    "deadlines.field.rule.override": "Anderen Typ wählen",
+    "deadlines.field.rule.auto_badge": "Auto",
+    "deadlines.field.rule.auto_no_match": "Keine Regel zur gewählten Verfahrenshandlung",
+    "deadlines.field.rule.auto_pick_type": "Wählen Sie zuerst eine Verfahrenshandlung",
+    "deadlines.field.rule.custom_badge": "Eigen",
+    "deadlines.field.rule.custom_placeholder": "z.B. interner Review-Termin, Mandantengespräch",
+    "deadlines.field.rule.mode.toggle_to_auto": "Zurück zu Auto",
+    "deadlines.field.rule.mode.toggle_to_custom": "Eigene Regel eingeben",
+    "deadlines.field.title.default_btn": "Standardtitel",
+    "deadlines.field.title.default_fallback": "Neue Frist",
     "deadlines.field.notes": "Notizen (optional)",
     "deadlines.field.notes.placeholder": "Hinweise, Verweise, n\u00e4chste Schritte\u2026",
     "deadlines.error.required": "Akte, Titel und F\u00e4lligkeitsdatum sind Pflichtfelder.",
@@ -2338,6 +2350,31 @@ const translations: Record<Lang, Record<string, string>> = {
     // Admin audit log (t-paliad-071)
     "nav.admin.audit": "Audit-Log",
     "nav.admin.partner_units": "Partner Units",
+
+    // Admin Backup Mode (t-paliad-246 / m/paliad#77)
+    "nav.admin.backups": "Backups",
+    "admin.backups.title": "Backups — Paliad",
+    "admin.backups.heading": "Backups",
+    "admin.backups.subtitle": "Vollständige Snapshots aller Daten — manuell oder zeitgesteuert.",
+    "admin.backups.run_now": "Backup jetzt erstellen",
+    "admin.backups.running": "Läuft …",
+    "admin.backups.success": "Backup erfolgreich erstellt.",
+    "admin.backups.empty": "Noch keine Backups vorhanden.",
+    "admin.backups.loading": "Lade …",
+    "admin.backups.col.started": "Erstellt",
+    "admin.backups.col.kind": "Auslöser",
+    "admin.backups.col.status": "Status",
+    "admin.backups.col.requested_by": "Angefordert von",
+    "admin.backups.col.size": "Größe",
+    "admin.backups.col.rows": "Sheets",
+    "admin.backups.col.actions": "Aktion",
+    "admin.backups.kind.scheduled": "Geplant",
+    "admin.backups.kind.on_demand": "Manuell",
+    "admin.backups.status.running": "Läuft …",
+    "admin.backups.status.done": "✓ Fertig",
+    "admin.backups.status.failed": "✗ Fehlgeschlagen",
+    "admin.backups.download": "Download",
+    "admin.backups.footer.note": "Geplante Backups werden in einer späteren Slice aktiviert. Manuelle Backups stehen jetzt zur Verfügung.",
     "admin.audit.title": "Audit-Log — Paliad",
     "admin.audit.heading": "Audit-Log",
     "admin.audit.subtitle": "Globale Zeitleiste über Projekt-, CalDAV-, Reminder- und Partner-Unit-Ereignisse.",
@@ -2437,6 +2474,8 @@ const translations: Record<Lang, Record<string, string>> = {
     "event_types.browse.cancel": "Abbrechen",
     "event_types.browse.selected_count": "{n} ausgewählt",
     "event_types.browse.jurisdiction.none": "Allgemein",
+    "event_types.browse.jurisdiction.all": "Alle Gerichte",
+    "event_types.browse.jurisdiction.filter_label": "Nach Gerichtsart filtern",
     "event_types.filter.all": "Alle Typen",
     "event_types.filter.untyped": "— Ohne Typ —",
     "event_types.filter.search": "Typ suchen…",
@@ -2582,6 +2621,17 @@ const translations: Record<Lang, Record<string, string>> = {
     "approvals.withdraw.cta": "Genehmigungsanfrage zurückziehen",
     "approvals.withdraw.confirm": "Genehmigungsanfrage wirklich zurückziehen?",
     "approvals.withdraw.error": "Fehler beim Zurückziehen",
+    "approvals.withdraw.cancel": "Abbrechen",
+    "approvals.withdraw.modal.title": "Genehmigungsanfrage zurückziehen?",
+    "approvals.withdraw.primary.label": "Termin bearbeiten",
+    "approvals.withdraw.destructive.label": "Endgültig zurückziehen und löschen",
+    "approvals.withdraw.lead.create.deadline": "Wenn Sie die Anfrage zurückziehen, wird die Frist gelöscht.",
+    "approvals.withdraw.lead.create.appointment": "Wenn Sie die Anfrage zurückziehen, wird der Termin gelöscht.",
+    "approvals.withdraw.lead.update": "Wenn Sie die Anfrage zurückziehen, werden die vorgeschlagenen Änderungen verworfen — der Eintrag kehrt in den Zustand vor Ihrer Bearbeitung zurück.",
+    "approvals.withdraw.lead.delete": "Wenn Sie die Löschanfrage zurückziehen, bleibt der Eintrag bestehen.",
+    "approvals.withdraw.sub.create": "Alternativ können Sie den Eintrag stattdessen bearbeiten. Die Anfrage bleibt offen und der Genehmiger sieht Ihre neuen Werte.",
+    "approvals.withdraw.sub.update": "Alternativ können Sie Ihre Änderungen bearbeiten und neu absenden. Die Anfrage bleibt offen.",
+    "approvals.withdraw.sub.delete": "Sind Sie sicher, dass Sie die Löschanfrage zurückziehen möchten?",
     "approvals.pending_create.label": "Erstellung wartet auf Genehmigung",
     "approvals.pending_update.label": "Änderung wartet auf Genehmigung",
     "approvals.pending_complete.label": "Erledigung wartet auf Genehmigung",
@@ -3248,9 +3298,9 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.view.timeline": "Timeline",
     "deadlines.view.columns": "Columns",
     "deadlines.notes.show": "Show details",
-    "deadlines.col.proactive": "Proactive",
+    "deadlines.col.ours": "Client Side",
     "deadlines.col.court": "Court",
-    "deadlines.col.reactive": "Reactive",
+    "deadlines.col.opponent": "Opponent Side",
     "deadlines.col.both": "Both parties",
     "deadlines.adjusted": "Adjusted",
     "deadlines.adjusted.reason": "weekend/holiday",
@@ -3370,6 +3420,14 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.perspective.defendant.title": "Defendant side — hides typical claimant submissions",
     "deadlines.perspective.appeal_filed_by.label": "Appeal filed by:",
     "deadlines.perspective.predefined_hint": "predefined from project",
+    "deadlines.side.label": "Side:",
+    "deadlines.side.claimant": "Claimant",
+    "deadlines.side.defendant": "Defendant",
+    "deadlines.side.both": "Both",
+    "deadlines.appellant.label": "Appeal filed by:",
+    "deadlines.appellant.claimant": "Claimant",
+    "deadlines.appellant.defendant": "Defendant",
+    "deadlines.appellant.none": "—",
     "deadlines.event.composite.label": "Composite:",
     "deadlines.event.unit.days.one": "day",
     "deadlines.event.unit.days.many": "days",
@@ -3820,11 +3878,15 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.field.title.placeholder": "e.g. File statement of defence",
     "deadlines.field.due": "Due date",
     "deadlines.field.rule": "Rule (optional)",
-    "deadlines.field.rule.none": "No rule",
-    "deadlines.field.rule.autofill": "Type set by rule — remove to override.",
-    "deadlines.field.rule.autofill_inline": " (set by rule)",
-    "deadlines.field.rule.mismatch": "Note: type contradicts rule — you have overridden the type.",
-    "deadlines.field.rule.override": "Choose another type",
+    "deadlines.field.rule.auto_badge": "Auto",
+    "deadlines.field.rule.auto_no_match": "No rule maps to the chosen Type",
+    "deadlines.field.rule.auto_pick_type": "Pick a Type first",
+    "deadlines.field.rule.custom_badge": "Custom",
+    "deadlines.field.rule.custom_placeholder": "e.g. internal review meeting, client call",
+    "deadlines.field.rule.mode.toggle_to_auto": "Back to Auto",
+    "deadlines.field.rule.mode.toggle_to_custom": "Enter custom rule",
+    "deadlines.field.title.default_btn": "Default title",
+    "deadlines.field.title.default_fallback": "New deadline",
     "deadlines.field.notes": "Notes (optional)",
     "deadlines.field.notes.placeholder": "References, hints, next steps\u2026",
     "deadlines.error.required": "Matter, title and due date are required.",
@@ -5256,6 +5318,31 @@ const translations: Record<Lang, Record<string, string>> = {
     // Admin audit log (t-paliad-071)
     "nav.admin.audit": "Audit Log",
     "nav.admin.partner_units": "Partner Units",
+
+    // Admin Backup Mode (t-paliad-246 / m/paliad#77)
+    "nav.admin.backups": "Backups",
+    "admin.backups.title": "Backups — Paliad",
+    "admin.backups.heading": "Backups",
+    "admin.backups.subtitle": "Full snapshots of all data — manual or scheduled.",
+    "admin.backups.run_now": "Run backup now",
+    "admin.backups.running": "Running …",
+    "admin.backups.success": "Backup created successfully.",
+    "admin.backups.empty": "No backups yet.",
+    "admin.backups.loading": "Loading …",
+    "admin.backups.col.started": "Started",
+    "admin.backups.col.kind": "Trigger",
+    "admin.backups.col.status": "Status",
+    "admin.backups.col.requested_by": "Requested by",
+    "admin.backups.col.size": "Size",
+    "admin.backups.col.rows": "Sheets",
+    "admin.backups.col.actions": "Action",
+    "admin.backups.kind.scheduled": "Scheduled",
+    "admin.backups.kind.on_demand": "Manual",
+    "admin.backups.status.running": "Running …",
+    "admin.backups.status.done": "✓ Done",
+    "admin.backups.status.failed": "✗ Failed",
+    "admin.backups.download": "Download",
+    "admin.backups.footer.note": "Scheduled backups land in a later slice. Manual backups are available now.",
     "admin.audit.title": "Audit Log — Paliad",
     "admin.audit.heading": "Audit Log",
     "admin.audit.subtitle": "Global timeline across project, CalDAV, reminder and partner-unit events.",
@@ -5355,6 +5442,8 @@ const translations: Record<Lang, Record<string, string>> = {
     "event_types.browse.cancel": "Cancel",
     "event_types.browse.selected_count": "{n} selected",
     "event_types.browse.jurisdiction.none": "Any",
+    "event_types.browse.jurisdiction.all": "All courts",
+    "event_types.browse.jurisdiction.filter_label": "Filter by court type",
     "event_types.filter.all": "All types",
     "event_types.filter.untyped": "— Untyped —",
     "event_types.filter.search": "Search type…",
@@ -5500,6 +5589,17 @@ const translations: Record<Lang, Record<string, string>> = {
     "approvals.withdraw.cta": "Withdraw approval request",
     "approvals.withdraw.confirm": "Withdraw the approval request?",
     "approvals.withdraw.error": "Failed to withdraw",
+    "approvals.withdraw.cancel": "Cancel",
+    "approvals.withdraw.modal.title": "Withdraw approval request?",
+    "approvals.withdraw.primary.label": "Edit event",
+    "approvals.withdraw.destructive.label": "Withdraw permanently and delete",
+    "approvals.withdraw.lead.create.deadline": "Withdrawing this request will delete the deadline.",
+    "approvals.withdraw.lead.create.appointment": "Withdrawing this request will delete the appointment.",
+    "approvals.withdraw.lead.update": "Withdrawing this request will discard your proposed changes — the entry will revert to its state before your edit.",
+    "approvals.withdraw.lead.delete": "Withdrawing the delete request will keep the entry alive.",
+    "approvals.withdraw.sub.create": "Alternatively, you can edit the entry instead. The request stays open and the approver will see your new values.",
+    "approvals.withdraw.sub.update": "Alternatively, you can edit your changes and resubmit. The request stays open.",
+    "approvals.withdraw.sub.delete": "Are you sure you want to withdraw the delete request?",
     "approvals.pending_create.label": "Awaits approval (creation)",
     "approvals.pending_update.label": "Awaits approval (change)",
     "approvals.pending_complete.label": "Awaits approval (completion)",

frontend/src/client/projects-detail.ts

@@ -16,6 +16,7 @@ import type { FilterSpec, RenderSpec } from "./views/types";
 import { renderSmartTimeline, type TimelineEvent as SmartTimelineEvent, type LaneInfo as SmartTimelineLane } from "./views/shape-timeline";
 import { loadAndRenderSubmissions } from "./submissions";
 import { buildMailtoHref, type BroadcastRecipient } from "./broadcast";
+import { formatRuleLabelHTML, formatCustomRuleLabelHTML } from "./rule-label";
 
 interface Project {
   id: string;
@@ -142,6 +143,11 @@ interface Deadline {
   status: string;
   rule_id?: string;
   rule_code?: string;
+  rule_name?: string;
+  rule_name_en?: string;
+  // t-paliad-258 — free-text rule label when the deadline was saved in
+  // Custom mode. Mutually exclusive with rule_id.
+  custom_rule_text?: string;
   // Populated by the union endpoint (/api/events) which is what the project
   // detail page calls — used for attribution when the row lives on a
   // descendant project (t-paliad-139).
@@ -805,6 +811,9 @@ interface UnionEvent {
   status?: string;
   rule_id?: string;
   rule_code?: string;
+  rule_name?: string;
+  rule_name_en?: string;
+  custom_rule_text?: string;
   start_at?: string;
   end_at?: string;
   location?: string;
@@ -832,6 +841,9 @@ async function loadDeadlines(id: string) {
           status: it.status ?? "pending",
           rule_id: it.rule_id,
           rule_code: it.rule_code,
+          rule_name: it.rule_name,
+          rule_name_en: it.rule_name_en,
+          custom_rule_text: it.custom_rule_text,
           project_title: it.project_title,
         }));
     } else {
@@ -1001,6 +1013,27 @@ function fmtDateOnly(iso: string): string {
   }
 }
 
+// formatDeadlineRuleCell renders the REGEL column for the project
+// detail Fristen table using the canonical t-paliad-258 contract:
+//   1. catalog rule (rule_name / rule_name_en + rule_code) → "Name · Code"
+//   2. custom_rule_text → text + "Custom" badge
+//   3. legacy rule_code-only saves → bare citation
+//   4. otherwise "—"
+function formatDeadlineRuleCell(f: Deadline): string {
+  const hasName = (f.rule_name && f.rule_name.trim()) ||
+    (f.rule_name_en && f.rule_name_en.trim());
+  if (hasName || (f.rule_code && f.rule_code.trim())) {
+    return formatRuleLabelHTML(
+      { name: f.rule_name || "", name_en: f.rule_name_en, rule_code: f.rule_code },
+      esc,
+    );
+  }
+  if (f.custom_rule_text && f.custom_rule_text.trim()) {
+    return formatCustomRuleLabelHTML(f.custom_rule_text, esc);
+  }
+  return "—";
+}
+
 function urgencyClass(due: string, status: string): string {
   if (status === "completed") return "frist-urgency-done";
   const today = new Date();
@@ -1039,7 +1072,7 @@ function renderDeadlines() {
         </td>
         <td class="frist-col-due ${urgency}"><span class="frist-due-dot"></span>${fmtDateOnly(f.due_date)}</td>
         <td class="frist-col-title ${titleClass}">${esc(f.title)}${attributionChip(f.project_id, f.project_title)}</td>
-        <td class="frist-col-rule">${f.rule_code ? esc(f.rule_code) : "—"}</td>
+        <td class="frist-col-rule">${formatDeadlineRuleCell(f)}</td>
         <td><span class="entity-status-chip entity-status-${esc(f.status)}">${esc(statusLabel)}</span></td>
       </tr>`;
     })

frontend/src/client/rule-label.ts

@@ -0,0 +1,87 @@
+// rule-label — canonical display contract for deadline rules.
+//
+// t-paliad-258 / m/paliad#89 addendum. Previously each surface (deadline
+// form, list rows, detail header, Schriftsätze tab, browse-a-proceeding)
+// invented its own pattern: sometimes citation-only, sometimes name-only,
+// sometimes "code — name". m flagged this on the first submissions in a
+// proceeding sequence where the inconsistency was most visible.
+//
+// Canonical pattern: **Name primary, Citation muted secondary**.
+//   Text: "Notice of Appeal · UPC.RoP.220.1"
+//   HTML: <span class="rule-label-name">Notice of Appeal</span>
+//         <span class="rule-label-sep"> · </span>
+//         <span class="rule-label-cite">UPC.RoP.220.1</span>
+//
+// Custom rules (t-paliad-258 — free-text label entered by the lawyer):
+//   formatCustomRuleLabel produces "<text>" with a "Custom" badge slot
+//   so list/detail surfaces can render both shapes uniformly.
+
+import { getLang, t } from "./i18n";
+
+export interface RuleLike {
+  name: string;
+  name_en?: string | null;
+  // The catalog carries multiple citation fields depending on which
+  // surface populated it. Order of preference: legal_source > rule_code
+  // > code. All three are accepted so callers don't have to normalise.
+  rule_code?: string | null;
+  code?: string | null;
+  legal_source?: string | null;
+}
+
+// formatRuleLabel returns the canonical plain-text label.
+// Falls back gracefully when either side is missing.
+export function formatRuleLabel(r: RuleLike): string {
+  const lang = getLang();
+  const name = (lang === "en" && r.name_en) ? r.name_en : r.name;
+  const cite = ruleCitation(r);
+  if (name && cite) return `${name} · ${cite}`;
+  return name || cite || "";
+}
+
+// formatRuleLabelHTML returns the canonical HTML form with muted-citation
+// styling. The caller passes the HTML-escape helper so we don't pull a
+// dependency on a specific esc() module — every surface already has one.
+export function formatRuleLabelHTML(r: RuleLike, esc: (s: string) => string): string {
+  const lang = getLang();
+  const name = (lang === "en" && r.name_en) ? r.name_en : r.name;
+  const cite = ruleCitation(r);
+  if (name && cite) {
+    return (
+      `<span class="rule-label-name">${esc(name)}</span>` +
+      `<span class="rule-label-sep"> · </span>` +
+      `<span class="rule-label-cite">${esc(cite)}</span>`
+    );
+  }
+  return esc(name || cite || "");
+}
+
+// ruleCitation returns the best-available citation string for a rule.
+// Exported so callers that need the bare code (e.g. CalDAV exports,
+// inline data attributes) can pull it without going through the label
+// formatter.
+export function ruleCitation(r: RuleLike): string {
+  return r.legal_source || r.rule_code || r.code || "";
+}
+
+// formatCustomRuleLabelHTML — render a free-text custom rule label with
+// a "Custom" badge slot. Used by surfaces that may display either a
+// catalog rule (formatRuleLabelHTML) or a custom one. Returns "" when
+// the text is empty so callers can fall through to "—".
+export function formatCustomRuleLabelHTML(text: string | null | undefined, esc: (s: string) => string): string {
+  const trimmed = (text ?? "").trim();
+  if (!trimmed) return "";
+  const badge = t("deadlines.field.rule.custom_badge") || "Custom";
+  return (
+    `<span class="rule-label-name">${esc(trimmed)}</span>` +
+    `<span class="rule-label-badge rule-label-badge--custom">${esc(badge)}</span>`
+  );
+}
+
+// formatCustomRuleLabel — plain-text equivalent of the above.
+export function formatCustomRuleLabel(text: string | null | undefined): string {
+  const trimmed = (text ?? "").trim();
+  if (!trimmed) return "";
+  const badge = t("deadlines.field.rule.custom_badge") || "Custom";
+  return `${trimmed} · ${badge}`;
+}

frontend/src/client/sidebar.ts

@@ -11,6 +11,13 @@ const WIDTH_KEY = "paliad-sidebar-width";
 const SIDEBAR_WIDTH_MIN = 180;
 const SIDEBAR_WIDTH_MAX = 480;
 const SIDEBAR_WIDTH_DEFAULT = 240;
+// Per-tab scroll position of the .sidebar-nav scroll container. Persisted
+// on every scroll event, restored on initSidebar() so a full-page nav
+// click doesn't bounce the user back to the top of a long sidebar
+// (Werkzeuge + projects + user views can easily overflow). sessionStorage
+// scopes it to the tab — opening a sidebar link in a new tab (Cmd-click)
+// starts that tab fresh at the top, which matches user expectation.
+const SCROLL_KEY = "paliad.sidebar.scroll";
 
 // toggleMobileSidebar opens or closes the slide-out drawer. Exposed so the
 // BottomNav menu slot can call it without duplicating the open/close
@@ -49,6 +56,23 @@ function applySidebarWidth(px: number): void {
   document.documentElement.style.setProperty("--sidebar-width", `${px}px`);
 }
 
+// readStoredScroll returns the persisted scrollTop or 0 when missing /
+// malformed. Bounds are checked at apply time against the actual
+// scrollHeight, so a stale value pointing past the current scroll range
+// is harmless (the browser clamps assignments to [0, max]).
+function readStoredScroll(): number {
+  const raw = sessionStorage.getItem(SCROLL_KEY);
+  if (raw === null) return 0;
+  const n = parseInt(raw, 10);
+  if (!Number.isFinite(n) || n < 0) return 0;
+  return n;
+}
+
+function applySidebarScroll(nav: HTMLElement, px: number): void {
+  if (px <= 0) return;
+  nav.scrollTop = px;
+}
+
 // migrateLegacyPinKey copies the pre-rebrand pin state into the new key on
 // first load and removes the stale entry. Drop this fallback once the rename
 // grace period is over.
@@ -79,6 +103,7 @@ export function initSidebar() {
   const sidebar = document.querySelector<HTMLElement>(".sidebar");
   if (!sidebar) return;
   initSidebarResize(sidebar);
+  initSidebarScrollRestore(sidebar);
 
   const pinBtn = sidebar.querySelector<HTMLButtonElement>(".sidebar-pin");
   const hamburger = document.querySelector<HTMLButtonElement>(".sidebar-hamburger");
@@ -293,6 +318,29 @@ function initSidebarResize(sidebar: HTMLElement): void {
   });
 }
 
+// initSidebarScrollRestore wires the .sidebar-nav scroll container to
+// sessionStorage so the user's scroll position survives a full-page
+// navigation (every sidebar link click is a real reload — see m/paliad#85).
+// Restore is synchronous on init so the first paint is already at the
+// right offset; the passive scroll listener persists subsequent moves.
+// reapplySidebarScroll() exists so callers that mutate sidebar content
+// async (initUserViewsGroup appending /api/user-views into the Ansichten
+// group) can nudge the scroll back to where it was after the layout shift.
+function initSidebarScrollRestore(sidebar: HTMLElement): void {
+  const nav = sidebar.querySelector<HTMLElement>(".sidebar-nav");
+  if (!nav) return;
+  applySidebarScroll(nav, readStoredScroll());
+  nav.addEventListener("scroll", () => {
+    sessionStorage.setItem(SCROLL_KEY, String(nav.scrollTop));
+  }, { passive: true });
+}
+
+function reapplySidebarScroll(): void {
+  const nav = document.querySelector<HTMLElement>(".sidebar .sidebar-nav");
+  if (!nav) return;
+  applySidebarScroll(nav, readStoredScroll());
+}
+
 // Changelog badge — fetches the count of entries newer than the locally
 // stored "last seen" stamp and renders a dot + number on the Neuigkeiten
 // link. Skipped on the changelog page itself because changelog.ts stamps
@@ -432,6 +480,11 @@ function initUserViewsGroup(): void {
       for (const view of views) {
         items.appendChild(renderUserViewItem(view, currentPath));
       }
+      // The synchronous restore in initSidebarScrollRestore() happened
+      // before these views were appended, so a saved scrollTop that
+      // pointed below the Ansichten group would now sit on the wrong
+      // row. Re-apply once the layout has stabilised.
+      reapplySidebarScroll();
       // After rendering, kick off count refresh for views that opted in.
       for (const view of views) {
         if (view.show_count) {

frontend/src/client/team.ts

@@ -1,6 +1,6 @@
 import { initI18n, onLangChange, t, tDyn } from "./i18n";
 import { initSidebar } from "./sidebar";
-import { openBroadcastModal, firstName, type BroadcastRecipient } from "./broadcast";
+import { openBroadcastModal, firstName, buildMailtoHref, type BroadcastRecipient } from "./broadcast";
 
 interface User {
   id: string;
@@ -341,28 +341,64 @@ function buildProjectFilter() {
 function buildBroadcastButton() {
   const wrap = document.getElementById("team-broadcast-wrap");
   if (!wrap) return;
-  if (!canBroadcast()) {
+  // Wait for /api/me so the affordance never flickers between admin (form)
+  // and non-admin (mailto) on initial paint. canBroadcast() already returns
+  // false when me is null but we'd briefly render the mailto anchor before
+  // the admin form, which is visually jarring.
+  if (!me) {
     wrap.innerHTML = "";
     wrap.style.display = "none";
     return;
   }
   wrap.style.display = "";
-  wrap.innerHTML = `
-    <button type="button" class="btn btn-primary" id="team-broadcast-btn">
-      ${esc(t("team.broadcast.button") || "E-Mail an Auswahl")} <span class="team-broadcast-count" id="team-broadcast-count">0</span>
-    </button>
-  `;
-  document.getElementById("team-broadcast-btn")?.addEventListener("click", () => onBroadcastClick());
+  const label = esc(t("team.broadcast.button") || "E-Mail an Auswahl");
+  const counter = `<span class="team-broadcast-count" id="team-broadcast-count">0</span>`;
+  if (canBroadcast()) {
+    // Admin path (global_admin or project-lead-of-selected): opens the
+    // in-app compose modal that POSTs to /api/team/broadcast.
+    wrap.innerHTML = `
+      <button type="button" class="btn btn-primary" id="team-broadcast-btn">
+        ${label} ${counter}
+      </button>
+    `;
+    document.getElementById("team-broadcast-btn")?.addEventListener("click", () => onBroadcastClick());
+  } else {
+    // Non-admin path (t-paliad-244): native mailto: anchor pre-filled with
+    // the current filter set. href is refreshed in updateBroadcastButton()
+    // whenever filters change so the link always reflects what's visible.
+    wrap.innerHTML = `
+      <a class="btn btn-primary" id="team-broadcast-btn" href="mailto:">
+        ${label} ${counter}
+      </a>
+    `;
+  }
 }
 
 function updateBroadcastButton() {
   buildBroadcastButton();
+  const recipients = displayedRecipients();
   const countEl = document.getElementById("team-broadcast-count");
-  if (countEl) {
-    const n = displayedRecipients().length;
-    countEl.textContent = String(n);
-    const btn = document.getElementById("team-broadcast-btn") as HTMLButtonElement | null;
-    if (btn) btn.disabled = n === 0;
+  if (countEl) countEl.textContent = String(recipients.length);
+  const btn = document.getElementById("team-broadcast-btn");
+  if (!btn) return;
+  if (btn.tagName === "BUTTON") {
+    (btn as HTMLButtonElement).disabled = recipients.length === 0;
+  } else {
+    // Anchor (non-admin): regenerate the mailto: href against the current
+    // visible recipients, and disable the affordance when empty so a click
+    // doesn't open an empty mail composer.
+    const a = btn as HTMLAnchorElement;
+    if (recipients.length === 0) {
+      a.setAttribute("href", "mailto:");
+      a.setAttribute("aria-disabled", "true");
+      a.style.pointerEvents = "none";
+      a.style.opacity = "0.5";
+    } else {
+      a.setAttribute("href", buildMailtoHref(recipients));
+      a.removeAttribute("aria-disabled");
+      a.style.pointerEvents = "";
+      a.style.opacity = "";
+    }
   }
 }
 
@@ -673,14 +709,21 @@ function renderSelectionFooter(): void {
     "{n}",
     String(n),
   );
+  const sendLabel = esc(t("team.selection.send") || "E-Mail an Auswahl");
+  // t-paliad-244: mirror buildBroadcastButton() so the bottom send button
+  // behaves the same as the filter-bar one. Admin (canBroadcast) opens the
+  // compose modal; non-admin gets a native mailto: anchor pre-filled with
+  // the explicit selection.
+  const adminPath = canBroadcast();
+  const sendAction = adminPath
+    ? `<button type="button" class="btn-primary" id="team-selection-send">${sendLabel}</button>`
+    : `<a class="btn-primary" id="team-selection-send" href="${buildMailtoHref(selectedRecipients())}">${sendLabel}</a>`;
   footer.innerHTML = `
     <span class="team-selection-count">${esc(countLabel)}</span>
     <button type="button" class="btn-secondary btn-small" id="team-selection-clear">
       ${esc(t("team.selection.clear") || "Auswahl aufheben")}
     </button>
-    <button type="button" class="btn-primary" id="team-selection-send">
-      ${esc(t("team.selection.send") || "E-Mail an Auswahl")}
-    </button>
+    ${sendAction}
   `;
   footer.style.display = "";
   document.body.classList.add("team-has-selection");
@@ -691,9 +734,12 @@ function renderSelectionFooter(): void {
     syncMasterCheckbox();
     renderSelectionFooter();
   });
-  document.getElementById("team-selection-send")?.addEventListener("click", () => {
-    onBroadcastFromSelection();
-  });
+  if (adminPath) {
+    document.getElementById("team-selection-send")?.addEventListener("click", () => {
+      onBroadcastFromSelection();
+    });
+  }
+  // Anchor path has no click handler — native href open is the action.
 }
 
 // selectedRecipients maps the explicit selection Set into the

frontend/src/client/verfahrensablauf.ts

@@ -12,6 +12,7 @@ import { initI18n, t, tDyn, getLang, onLangChange } from "./i18n";
 import { initSidebar } from "./sidebar";
 import {
   type DeadlineResponse,
+  type Side,
   calculateDeadlines,
   escHtml,
   formatDate,
@@ -24,6 +25,70 @@ import {
 let selectedType = "";
 let lastResponse: DeadlineResponse | null = null;
 
+// Perspective state (t-paliad-250 / m/paliad#81). URL-driven so the
+// view is shareable and survives reload:
+//   ?side=claimant|defendant      → swaps which column owns the user's
+//                                    side (proactive vs reactive label).
+//                                    Default null = claimant-on-the-left.
+//   ?appellant=claimant|defendant → collapses party=both rows into the
+//                                    appellant's column (no mirror).
+//                                    Only meaningful for role-swap
+//                                    proceedings (Appeal etc.). Default
+//                                    null = legacy mirror behaviour.
+let currentSide: Side = null;
+let currentAppellant: Side = null;
+
+// Proceedings where one party initiates and "both" rows are role-swap
+// (i.e. either party files depending on who acted at the lower
+// instance). For these proceedings the appellant selector is meaningful
+// — when set, "both" rows collapse to a single row in the appellant's
+// column. For first-instance proceedings (Inf, Rev, …) the selector is
+// hidden because there's no appellant axis.
+//
+// Today: every upc.apl.* family member plus dpma.appeal.* and
+// de.inf.olg / de.inf.bgh / de.null.bgh (DE Berufung / Revision).
+// Conservative — false negatives just hide a control; false positives
+// would show an irrelevant control.
+const APPELLANT_AXIS_PROCEEDINGS = new Set([
+  "upc.apl.merits",
+  "upc.apl.cost",
+  "upc.apl.order",
+  "de.inf.olg",
+  "de.inf.bgh",
+  "de.null.bgh",
+  "dpma.appeal.bpatg",
+  "dpma.appeal.bgh",
+  "epa.opp.boa",
+]);
+
+function hasAppellantAxis(proceedingType: string): boolean {
+  return APPELLANT_AXIS_PROCEEDINGS.has(proceedingType);
+}
+
+function readSideFromURL(): Side {
+  const raw = new URLSearchParams(window.location.search).get("side");
+  return raw === "claimant" || raw === "defendant" ? raw : null;
+}
+
+function readAppellantFromURL(): Side {
+  const raw = new URLSearchParams(window.location.search).get("appellant");
+  return raw === "claimant" || raw === "defendant" ? raw : null;
+}
+
+function writeSideToURL(s: Side) {
+  const url = new URL(window.location.href);
+  if (s === null) url.searchParams.delete("side");
+  else url.searchParams.set("side", s);
+  window.history.replaceState(null, "", url.pathname + (url.search ? url.search : "") + url.hash);
+}
+
+function writeAppellantToURL(a: Side) {
+  const url = new URL(window.location.href);
+  if (a === null) url.searchParams.delete("appellant");
+  else url.searchParams.set("appellant", a);
+  window.history.replaceState(null, "", url.pathname + (url.search ? url.search : "") + url.hash);
+}
+
 // Per-rule anchor overrides set by the click-to-edit affordance on
 // timeline / column date cells. Posted as `anchorOverrides` to the
 // /api/tools/fristenrechner calc so downstream rules re-anchor off the
@@ -154,20 +219,31 @@ async function doCalc() {
 }
 
 // triggerEventLabelFor picks the user-facing "Auslösendes Ereignis"
-// label from the calc response. The root rule (isRootEvent=true) is
-// the first event in the proceeding — e.g. Klageerhebung for
-// upc.inf.cfi, Nichtigkeitsklage for upc.rev.cfi. Falls back to the
-// active proceeding name if no root rule fires (shouldn't happen for
-// healthy data, but safer than a blank). Fallback respects language —
-// proceedingNameEN is consulted on EN before the DE proceedingName
-// (m/paliad#58: prior fallback rendered DE on EN for sub-track
-// proceedings like upc.ccr.cfi which had no rules → no root).
+// label from the calc response. Precedence:
+//
+//   1. Server-supplied triggerEventLabel from proceeding_types
+//      (mig 121, m/paliad#81). UPC Appeal sets this to
+//      "Anfechtbare Entscheidung" / "Appealable Decision" — its rules
+//      all carry a non-zero duration off the trigger date so none is
+//      the root, and the proceedingName fallback ("Berufungsverfahren")
+//      misnamed the input as the proceeding itself.
+//   2. Root rule (isRootEvent=true) — the first event in the
+//      proceeding, e.g. Klageerhebung for upc.inf.cfi,
+//      Nichtigkeitsklage for upc.rev.cfi.
+//   3. Active proceeding name — last-resort fallback. Language-aware
+//      (m/paliad#58: prior code rendered DE on EN for sub-track
+//      proceedings like upc.ccr.cfi which had no rules → no root).
 function triggerEventLabelFor(data: DeadlineResponse): string {
+  const lang = getLang();
+  const curated = lang === "en"
+    ? (data.triggerEventLabelEN || data.triggerEventLabel)
+    : (data.triggerEventLabel || data.triggerEventLabelEN);
+  if (curated) return curated;
   const root = data.deadlines.find((d) => d.isRootEvent);
   if (root) {
-    return getLang() === "en" ? (root.nameEN || root.name) : (root.name || root.nameEN);
+    return lang === "en" ? (root.nameEN || root.name) : (root.name || root.nameEN);
   }
-  if (getLang() === "en") {
+  if (lang === "en") {
     return data.proceedingNameEN || data.proceedingName || "";
   }
   return data.proceedingName || data.proceedingNameEN || "";
@@ -213,7 +289,12 @@ function renderResults(data: DeadlineResponse) {
     : "";
 
   const bodyHtml = procedureView === "columns"
-    ? renderColumnsBody(data, { editable: true, showNotes })
+    ? renderColumnsBody(data, {
+        editable: true,
+        showNotes,
+        side: currentSide,
+        appellant: hasAppellantAxis(selectedType) ? currentAppellant : null,
+      })
     : renderTimelineBody(data, { showParty: true, editable: true, showNotes });
 
   container.innerHTML = headerHtml + noteHtml + bodyHtml;
@@ -276,6 +357,7 @@ function selectProceeding(btn: HTMLButtonElement) {
 
   void populateCourtPicker("court-picker-row", "court-picker", selectedType);
   syncFlagRows();
+  syncAppellantRowVisibility();
 
   setProceedingPickerCollapsed(true, proceedingDisplayName(btn));
 
@@ -283,6 +365,29 @@ function selectProceeding(btn: HTMLButtonElement) {
   scheduleCalc(0);
 }
 
+// syncAppellantRowVisibility hides the appellant selector for
+// proceedings that have no appellant axis (first-instance Inf, Rev,
+// …). Clears the in-memory state and the URL param when hidden so a
+// shared link with ?appellant= doesn't leak into an unrelated
+// proceeding's render.
+function syncAppellantRowVisibility() {
+  const row = document.getElementById("appellant-row");
+  if (!row) return;
+  const visible = hasAppellantAxis(selectedType);
+  row.style.display = visible ? "" : "none";
+  if (!visible && currentAppellant !== null) {
+    currentAppellant = null;
+    writeAppellantToURL(null);
+    syncRadioGroup("appellant", "");
+  }
+}
+
+function syncRadioGroup(name: string, value: string) {
+  document.querySelectorAll<HTMLInputElement>(`input[type=radio][name=${name}]`).forEach((input) => {
+    input.checked = input.value === value;
+  });
+}
+
 function applyVerfahrensablaufViewBodyClass(view: ProcedureView) {
   // Mirrors the events.ts pattern (body.events-view-*). The print
   // stylesheet keys `body.verfahrensablauf-view-timeline` to
@@ -321,6 +426,38 @@ function initViewToggle() {
   toggle.style.display = "none";
 }
 
+// initPerspectiveControls hydrates side+appellant from the URL,
+// reflects state into the radio inputs, and wires onchange handlers
+// that update state + URL + re-render. Re-render path skips the
+// /api/tools/fristenrechner round-trip — perspective is a pure
+// projection of the last response, no backend involved.
+function initPerspectiveControls() {
+  currentSide = readSideFromURL();
+  currentAppellant = readAppellantFromURL();
+  syncRadioGroup("side", currentSide ?? "");
+  syncRadioGroup("appellant", currentAppellant ?? "");
+
+  document.querySelectorAll<HTMLInputElement>("input[type=radio][name=side]").forEach((input) => {
+    input.addEventListener("change", () => {
+      if (!input.checked) return;
+      const v = input.value;
+      currentSide = (v === "claimant" || v === "defendant") ? v : null;
+      writeSideToURL(currentSide);
+      if (lastResponse) renderResults(lastResponse);
+    });
+  });
+
+  document.querySelectorAll<HTMLInputElement>("input[type=radio][name=appellant]").forEach((input) => {
+    input.addEventListener("change", () => {
+      if (!input.checked) return;
+      const v = input.value;
+      currentAppellant = (v === "claimant" || v === "defendant") ? v : null;
+      writeAppellantToURL(currentAppellant);
+      if (lastResponse) renderResults(lastResponse);
+    });
+  });
+}
+
 document.addEventListener("DOMContentLoaded", () => {
   initI18n();
   initSidebar();
@@ -390,6 +527,7 @@ document.addEventListener("DOMContentLoaded", () => {
   }
 
   initViewToggle();
+  initPerspectiveControls();
 
   onLangChange(() => {
     // Active-button name updates with language change (the data-i18n

frontend/src/client/views/shape-list.ts

@@ -147,8 +147,22 @@ function formatColumn(row: ViewRow, col: string): string {
       const s = (row.detail.status as string | undefined) ?? "";
       return s ? t(("deadlines.status." + s) as I18nKey) : "—";
     }
-    case "rule":
-      return (row.detail.rule_code as string | undefined) ?? "—";
+    case "rule": {
+      // t-paliad-258 — canonical "Name · Citation" pattern; fall back
+      // to custom_rule_text + " · Custom" for Custom-mode deadlines.
+      const lang = getLang();
+      const nameKey = lang === "en" ? "rule_name_en" : "rule_name";
+      const name = (row.detail[nameKey] as string | undefined)
+        || (row.detail.rule_name as string | undefined)
+        || "";
+      const cite = (row.detail.rule_code as string | undefined) ?? "";
+      if (name && cite) return `${name} · ${cite}`;
+      if (name) return name;
+      if (cite) return cite;
+      const custom = (row.detail.custom_rule_text as string | undefined) ?? "";
+      if (custom.trim()) return `${custom} · Custom`;
+      return "—";
+    }
     case "event_type":
       return (row.detail.event_type as string | undefined) ?? "—";
     case "location":

frontend/src/client/views/verfahrensablauf-core.test.ts

@@ -1,6 +1,7 @@
 import { describe, expect, test } from "bun:test";
 import {
   type CalculatedDeadline,
+  bucketDeadlinesIntoColumns,
   deadlineCardHtml,
 } from "./verfahrensablauf-core";
 
@@ -65,3 +66,141 @@ describe("deadlineCardHtml — editable=true emits click-to-edit attrs", () => {
     expect(html).not.toContain("data-rule-code=");
   });
 });
+
+// Pure column-routing behaviour. Originally pinned by m/paliad#81
+// (side + appellant axes), re-framed by m/paliad#88: the column
+// axis is now "Unsere Seite vs Gegnerseite" ("WE always on the
+// left") instead of the misleading Proaktiv/Reaktiv pair.
+// Hits bucketDeadlinesIntoColumns directly so the assertions stay
+// in pure-Node territory (renderColumnsBody goes through escHtml ->
+// document.createElement which isn't available in plain bun test).
+//
+// Scenario fixture mirrors the UPC Appeal "both parties" case m
+// pasted into #81: every filing rule carries party='both' so the
+// legacy mirror path duplicates every row across both columns.
+// With ?appellant= set, the duplicate must collapse to a single
+// row in the appellant's column.
+describe("bucketDeadlinesIntoColumns — side+appellant column routing (m/paliad#81, #88)", () => {
+  const both = (name: string, due: string): CalculatedDeadline => ({
+    code: name,
+    name,
+    nameEN: name,
+    party: "both",
+    priority: "mandatory",
+    ruleRef: "",
+    dueDate: due,
+    originalDate: due,
+    wasAdjusted: false,
+    isRootEvent: false,
+    isCourtSet: false,
+  });
+  const partySpecific = (party: string, name: string, due: string): CalculatedDeadline => ({
+    ...both(name, due),
+    party,
+  });
+
+  test("default (no opts) mirrors 'both' rules into ours AND opponent — legacy behaviour preserved", () => {
+    const rows = bucketDeadlinesIntoColumns([both("Notice of Appeal", "2026-07-23")]);
+    expect(rows).toHaveLength(1);
+    expect(rows[0].ours.map((d) => d.name)).toEqual(["Notice of Appeal"]);
+    expect(rows[0].opponent.map((d) => d.name)).toEqual(["Notice of Appeal"]);
+    expect(rows[0].court).toHaveLength(0);
+  });
+
+  test("default (no side) places claimant on the left (ours) — 'we are claimant' fallback", () => {
+    const rows = bucketDeadlinesIntoColumns([
+      partySpecific("claimant", "Klageschrift", "2026-01-01"),
+      partySpecific("defendant", "Klageerwiderung", "2026-04-01"),
+    ]);
+    expect(rows[0].ours.map((d) => d.name)).toEqual(["Klageschrift"]);
+    expect(rows[1].opponent.map((d) => d.name)).toEqual(["Klageerwiderung"]);
+  });
+
+  test("appellant=claimant collapses 'both' rules into ours when side=claimant (or default)", () => {
+    const rows = bucketDeadlinesIntoColumns(
+      [both("Notice of Appeal", "2026-07-23"), both("Statement of Grounds", "2026-09-23")],
+      { appellant: "claimant" },
+    );
+    expect(rows.map((r) => r.ours.map((d) => d.name))).toEqual([
+      ["Notice of Appeal"],
+      ["Statement of Grounds"],
+    ]);
+    rows.forEach((r) => expect(r.opponent).toHaveLength(0));
+  });
+
+  test("appellant=defendant collapses 'both' rules into opponent when side=null/claimant", () => {
+    const rows = bucketDeadlinesIntoColumns(
+      [both("Notice of Appeal", "2026-07-23")],
+      { appellant: "defendant" },
+    );
+    expect(rows[0].ours).toHaveLength(0);
+    expect(rows[0].opponent.map((d) => d.name)).toEqual(["Notice of Appeal"]);
+  });
+
+  test("side=defendant flips which party owns 'ours' vs 'opponent' — WE always on the left", () => {
+    // User is on the defendant side: defendant filings land in 'ours'
+    // (left), claimant filings land in 'opponent' (right). Court rules
+    // stay in court regardless of side.
+    const rows = bucketDeadlinesIntoColumns(
+      [
+        partySpecific("claimant", "Klageschrift", "2026-01-01"),
+        partySpecific("defendant", "Klageerwiderung", "2026-04-01"),
+        partySpecific("court", "Urteil", "2026-10-01"),
+      ],
+      { side: "defendant" },
+    );
+    expect(rows[0].opponent.map((d) => d.name)).toEqual(["Klageschrift"]);
+    expect(rows[1].ours.map((d) => d.name)).toEqual(["Klageerwiderung"]);
+    expect(rows[2].court.map((d) => d.name)).toEqual(["Urteil"]);
+  });
+
+  test("side=defendant + appellant=defendant routes 'both' into 'ours' (user's own column)", () => {
+    // The user is the defendant AND the appellant, so the appellant's
+    // column == the user's own column == ours after the swap.
+    const rows = bucketDeadlinesIntoColumns(
+      [both("Notice of Appeal", "2026-07-23")],
+      { side: "defendant", appellant: "defendant" },
+    );
+    expect(rows[0].ours.map((d) => d.name)).toEqual(["Notice of Appeal"]);
+    expect(rows[0].opponent).toHaveLength(0);
+  });
+
+  test("side=defendant + appellant=claimant routes 'both' into opponent (claimant ≠ us)", () => {
+    // Side flip + appellant axis combined: the claimant is the appellant
+    // but NOT us, so the collapsed 'both' row lands in the opponent
+    // column (right). This is the UPC Appeal "they appealed, we
+    // respond" scenario.
+    const rows = bucketDeadlinesIntoColumns(
+      [both("Notice of Appeal", "2026-07-23")],
+      { side: "defendant", appellant: "claimant" },
+    );
+    expect(rows[0].opponent.map((d) => d.name)).toEqual(["Notice of Appeal"]);
+    expect(rows[0].ours).toHaveLength(0);
+  });
+
+  test("rows align across columns by dueDate so same-day events stay on one grid row", () => {
+    const sameDate = "2026-07-23";
+    const rows = bucketDeadlinesIntoColumns([
+      partySpecific("claimant", "A", sameDate),
+      partySpecific("defendant", "B", sameDate),
+      partySpecific("court", "C", sameDate),
+    ]);
+    expect(rows).toHaveLength(1);
+    expect(rows[0].ours.map((d) => d.name)).toEqual(["A"]);
+    expect(rows[0].opponent.map((d) => d.name)).toEqual(["B"]);
+    expect(rows[0].court.map((d) => d.name)).toEqual(["C"]);
+  });
+
+  test("unscheduled rows (no dueDate) trail dated rows, preserving declaration order", () => {
+    const rows = bucketDeadlinesIntoColumns([
+      partySpecific("court", "Oral Hearing", ""),
+      partySpecific("claimant", "Statement of Claim", "2026-01-01"),
+      partySpecific("court", "Decision", ""),
+    ]);
+    expect(rows.map((r) => [r.ours, r.court, r.opponent].flat().map((d) => d.name))).toEqual([
+      ["Statement of Claim"],
+      ["Oral Hearing"],
+      ["Decision"],
+    ]);
+  });
+});

frontend/src/client/views/verfahrensablauf-core.ts

@@ -110,6 +110,16 @@ export interface DeadlineResponse {
   // explains the framing. (m/paliad#58)
   contextualNote?: string;
   contextualNoteEN?: string;
+  // triggerEventLabel / triggerEventLabelEN: optional caption for the
+  // "Auslösendes Ereignis" / "Triggering event" field on
+  // /tools/verfahrensablauf. Populated from paliad.proceeding_types
+  // when set (mig 121). The page prefers this over the proceedingName
+  // fallback that fires when no rule has isRootEvent=true. UPC Appeal
+  // uses this so the field reads "Anfechtbare Entscheidung" /
+  // "Appealable Decision" instead of "Berufungsverfahren" / "Appeal".
+  // (m/paliad#81)
+  triggerEventLabel?: string;
+  triggerEventLabelEN?: string;
 }
 
 export interface CourtRow {
@@ -412,42 +422,124 @@ export function renderTimelineBody(data: DeadlineResponse, opts: CardOpts = { sh
   return html;
 }
 
-// Three-column timeline layout: Proactive (claimant) | Court | Reactive
-// (defendant). Each grid row shares a dueDate so same-day events line up
-// across columns; party=both renders in BOTH the Proactive and Reactive
-// cells of the row. Undated rows (Urteil etc.) trail the dated tail, each
-// keyed by sequence-order so e.g. Urteil precedes Berufungseinlegung.
-export function renderColumnsBody(data: DeadlineResponse, opts: Omit<CardOpts, "showParty"> = {}): string {
-  type Cell = CalculatedDeadline[];
-  type Row = { proactive: Cell; court: Cell; reactive: Cell };
+// Three-column timeline layout: Unsere Seite | Gericht | Gegnerseite.
+//
+// The columns are user-perspective ("WE are always on the left", per
+// t-paliad-257 / m/paliad#88). The old Proaktiv/Reaktiv axis lied:
+// Klägerseite is sometimes proactive (filing the claim) and sometimes
+// reactive (responding to a counterclaim), so the static "Proaktiv =
+// Klägerseite" label-pair was wrong half the time. The new axis is
+// "ours vs opponent" — the side toggle picks who WE are in this
+// proceeding (Klägerseite vs Beklagtenseite, i.e. patentee vs alleged
+// infringer / Einsprechender vs Patentinhaber, etc.), and rule
+// placement re-resolves around that pick.
+//
+// Column assignment per deadline (default opts.side === null keeps
+// the legacy claimant-on-the-left layout — i.e. "we are claimant"):
+//
+//   - party=claimant  → ours when side ∈ {null,"claimant"}, else opponent
+//   - party=defendant → opponent when side ∈ {null,"claimant"}, else ours
+//   - party=court     → court (independent of side)
+//   - party=both      → BOTH ours AND opponent (mirror)
+//
+// When `opts.appellant` is set (claimant|defendant), "both" rows
+// collapse to a single row in the appellant's column — the intent is
+// role-swap proceedings (UPC Appeal, Counterclaim, …) where "both"
+// really means "either party files, depending on who initiated".
+// Appellant axis is independent of `side`: in an Appeal CoA, the
+// appellant selector pins which party appealed; the side toggle
+// still picks which of those is us.
+export type Side = "claimant" | "defendant" | null;
+
+// Internal column-position alias. "ours" is always rendered in the
+// left grid column ("Unsere Seite"); "opponent" is always the right
+// column ("Gegnerseite"). Field names mirror the labels so the
+// bucketing primitive reads as a direct mapping.
+type ColumnPosition = "ours" | "opponent";
+
+export interface ColumnsBodyOpts {
+  editable?: boolean;
+  showNotes?: boolean;
+  // side: which side the user is on. Drives column placement;
+  // does NOT filter rows. Default null = claimant-on-the-left
+  // (i.e. "ours = claimant", legacy default).
+  side?: Side;
+  // appellant: which side initiated the appeal / counterclaim.
+  // When set, party=both rows go to the appellant's column ONLY
+  // (no mirror). Default null = mirror "both" into both cells
+  // (legacy behaviour). Independent of `side`.
+  appellant?: Side;
+}
+
+// ColumnsRow is the per-due-date bucket the renderer consumes. Public
+// so unit tests can hit the pure routing logic without going through
+// document.createElement (no jsdom in this repo).
+export interface ColumnsRow {
+  key: string;
+  ours: CalculatedDeadline[];
+  court: CalculatedDeadline[];
+  opponent: CalculatedDeadline[];
+}
+
+export interface BucketingOpts {
+  side?: Side;
+  appellant?: Side;
+}
+
+// bucketDeadlinesIntoColumns is the pure routing primitive that
+// renderColumnsBody uses. Extracted as its own export so the per-row
+// column placement (including the side-swap + appellant-collapse
+// logic from m/paliad#81 and the user-perspective re-frame from
+// m/paliad#88) is unit-testable without a DOM. The returned rows are
+// sorted: dated rows ascending by dueDate, then unscheduled rows in
+// declaration order (each keyed by sequence).
+export function bucketDeadlinesIntoColumns(
+  deadlines: CalculatedDeadline[],
+  opts: BucketingOpts = {},
+): ColumnsRow[] {
+  const userSide: Side = opts.side ?? null;
+  // Default (side=null) treats the user as claimant — keeps the
+  // legacy claimant-on-the-left layout when no perspective is picked.
+  const claimantColumn: ColumnPosition = userSide === "defendant" ? "opponent" : "ours";
+  const defendantColumn: ColumnPosition = claimantColumn === "ours" ? "opponent" : "ours";
+  const appellantColumn: ColumnPosition | null =
+    opts.appellant === "claimant" ? claimantColumn
+    : opts.appellant === "defendant" ? defendantColumn
+    : null;
 
   const UNSCHEDULED_PREFIX = "__unscheduled__";
-  const rowsMap = new Map<string, Row>();
-  const ensureRow = (key: string): Row => {
+  const rowsMap = new Map<string, ColumnsRow>();
+  const ensureRow = (key: string): ColumnsRow => {
     let r = rowsMap.get(key);
     if (!r) {
-      r = { proactive: [], court: [], reactive: [] };
+      r = { key, ours: [], court: [], opponent: [] };
       rowsMap.set(key, r);
     }
     return r;
   };
 
-  data.deadlines.forEach((dl, idx) => {
+  deadlines.forEach((dl, idx) => {
     const key = dl.dueDate || `${UNSCHEDULED_PREFIX}${String(idx).padStart(4, "0")}`;
     const row = ensureRow(key);
     switch (dl.party) {
       case "claimant":
-        row.proactive.push(dl);
+        row[claimantColumn].push(dl);
         break;
       case "defendant":
-        row.reactive.push(dl);
+        row[defendantColumn].push(dl);
         break;
       case "court":
         row.court.push(dl);
         break;
       case "both":
-        row.proactive.push(dl);
-        row.reactive.push(dl);
+        if (appellantColumn !== null) {
+          // Role-swap collapse: appellant initiated → both → one row
+          // in appellant's column. Mirror suppressed.
+          row[appellantColumn].push(dl);
+        } else {
+          row.ours.push(dl);
+          row.opponent.push(dl);
+        }
         break;
       default:
         row.court.push(dl);
@@ -462,17 +554,28 @@ export function renderColumnsBody(data: DeadlineResponse, opts: Omit<CardOpts, "
   }
   datedKeys.sort();
   unscheduledKeys.sort();
-  const keys = [...datedKeys, ...unscheduledKeys];
+  return [...datedKeys, ...unscheduledKeys].map((k) => rowsMap.get(k)!);
+}
+
+export function renderColumnsBody(data: DeadlineResponse, opts: ColumnsBodyOpts = {}): string {
+  const userSide: Side = opts.side ?? null;
+  const rows = bucketDeadlinesIntoColumns(data.deadlines, { side: userSide, appellant: opts.appellant });
+  const appellantPinned = opts.appellant === "claimant" || opts.appellant === "defendant";
 
   const cardOpts: CardOpts = { showParty: false, editable: opts.editable, showNotes: opts.showNotes };
 
+  // Collapsed "both" rows lose their mirror tag — there's no longer
+  // a sibling row to mirror to, so the "↔ beide Seiten" hint would
+  // be misleading. Keep it for the legacy mirror path.
+  const showMirrorTag = !appellantPinned;
+
   const renderCell = (items: CalculatedDeadline[]): string => {
     if (items.length === 0) {
       return `<div class="fr-col-cell fr-col-cell--empty"></div>`;
     }
     const cards = items
       .map((dl) => {
-        const mirrorTag = dl.party === "both"
+        const mirrorTag = showMirrorTag && dl.party === "both"
           ? `<div class="fr-col-mirror">↔ ${escHtml(t("deadlines.party.both.label"))}</div>`
           : "";
         return `<div class="fr-col-item ${dl.isRootEvent ? "fr-col-root" : ""}">
@@ -487,16 +590,19 @@ export function renderColumnsBody(data: DeadlineResponse, opts: Omit<CardOpts, "
   const headerCell = (label: string, cls: string) =>
     `<div class="fr-col-header ${cls}">${escHtml(label)}</div>`;
 
+  // Static labels — "Unsere Seite" is always the left column, regardless
+  // of which physical party (claimant vs defendant) occupies it. The
+  // bucketing primitive already routes the user's side into the `ours`
+  // bucket, so the header truth-fully describes the column contents.
   let html = '<div class="fr-columns-view">';
-  html += headerCell(t("deadlines.col.proactive"), "fr-col-proactive");
+  html += headerCell(t("deadlines.col.ours"), "fr-col-ours");
   html += headerCell(t("deadlines.col.court"), "fr-col-court");
-  html += headerCell(t("deadlines.col.reactive"), "fr-col-reactive");
+  html += headerCell(t("deadlines.col.opponent"), "fr-col-opponent");
 
-  for (const key of keys) {
-    const row = rowsMap.get(key)!;
-    html += renderCell(row.proactive);
+  for (const row of rows) {
+    html += renderCell(row.ours);
     html += renderCell(row.court);
-    html += renderCell(row.reactive);
+    html += renderCell(row.opponent);
   }
   html += "</div>";
   return html;

frontend/src/components/Sidebar.tsx

@@ -207,6 +207,7 @@ export function Sidebar({ currentPath, authenticated = true }: SidebarProps): st
             {navItem("/admin/rules", ICON_BOOK, "nav.admin.rules", "Regeln verwalten", currentPath)}
             {navItem("/admin/rules/export", ICON_DOWNLOAD, "nav.admin.rules_export", "Regel-Migrations", currentPath)}
             {navItem("/admin/audit-log", ICON_AUDIT_LOG, "nav.admin.audit", "Audit-Log", currentPath)}
+            {navItem("/admin/backups", ICON_DOWNLOAD, "nav.admin.backups", "Backups", currentPath)}
             {/* Paliadin Monitor — owner-only sub-entry; revealed by sidebar.ts together with the /paliadin link. */}
             <a href="/admin/paliadin" id="sidebar-admin-paliadin-link"
                className={`sidebar-item${currentPath === "/admin/paliadin" ? " active" : ""}`}

frontend/src/deadlines-detail.tsx

@@ -41,6 +41,19 @@ export function renderDeadlinesDetail(): string {
                     <div className="entity-detail-title-col">
                       <h1 id="deadline-title-display" />
                       <input type="text" id="deadline-title-edit" className="entity-title-input" style="display:none" />
+                      {/* t-paliad-251 Part 4 — Standardtitel button only
+                          visible in edit mode; clicking replaces the
+                          title with a default derived from the project
+                          and the deadline's event types / rule. */}
+                      <button
+                        type="button"
+                        id="deadline-title-default-btn"
+                        className="btn-link-action"
+                        style="display:none"
+                        data-i18n="deadlines.field.title.default_btn"
+                      >
+                        Standardtitel
+                      </button>
                       <div className="entity-detail-meta">
                         <span id="deadline-due-chip" className="frist-due-chip" />
                         <span id="deadline-status-chip" className="entity-status-chip" />
@@ -95,7 +108,36 @@ export function renderDeadlinesDetail(): string {
                     </dd>
 
                     <dt data-i18n="deadlines.detail.rule">Regel</dt>
-                    <dd id="deadline-rule-display">&mdash;</dd>
+                    <dd>
+                      <span id="deadline-rule-display">&mdash;</span>
+                      {/* t-paliad-258 — Auto / Custom rule editor.
+                          Mirrors /deadlines/new: read-only Auto display
+                          (resolved from Type) or free-text Custom input,
+                          with a toggle link. Hidden outside edit mode. */}
+                      <div className="rule-edit-block" id="deadline-rule-edit" style="display:none">
+                        <button
+                          type="button"
+                          id="deadline-rule-mode-toggle"
+                          className="btn-link-action"
+                          data-i18n="deadlines.field.rule.mode.toggle_to_custom"
+                        >
+                          Eigene Regel eingeben
+                        </button>
+                        <div className="rule-mode-auto" id="deadline-rule-auto-display">
+                          <span className="form-hint-badge" data-i18n="deadlines.field.rule.auto_badge">Auto</span>
+                          <span id="deadline-rule-auto-text" className="rule-auto-text">&mdash;</span>
+                        </div>
+                        <input
+                          type="text"
+                          id="deadline-rule-custom-input"
+                          className="rule-mode-custom"
+                          style="display:none"
+                          placeholder="z.B. interner Review-Termin"
+                          data-i18n-placeholder="deadlines.field.rule.custom_placeholder"
+                          maxLength={200}
+                        />
+                      </div>
+                    </dd>
 
                     <dt data-i18n="deadlines.detail.source">Quelle</dt>
                     <dd id="deadline-source-display" />

frontend/src/deadlines-new.tsx

@@ -45,7 +45,22 @@ export function renderDeadlinesNew(): string {
                 </div>
 
                 <div className="form-field">
-                  <label htmlFor="deadline-title" data-i18n="deadlines.field.title">Titel</label>
+                  <div className="form-field-label-row">
+                    <label htmlFor="deadline-title" data-i18n="deadlines.field.title">Titel</label>
+                    {/* t-paliad-251 Part 4 — derive a Standardtitel from the
+                        currently-known context (event type → rule → proceeding
+                        type → fallback) with the project reference as suffix.
+                        Always replaces the title; no destructive confirmation
+                        because the user invoked it explicitly. */}
+                    <button
+                      type="button"
+                      id="deadline-title-default-btn"
+                      className="btn-link-action"
+                      data-i18n="deadlines.field.title.default_btn"
+                    >
+                      Standardtitel
+                    </button>
+                  </div>
                   <input
                     type="text"
                     id="deadline-title"
@@ -57,58 +72,42 @@ export function renderDeadlinesNew(): string {
 
                 <div className="form-field" id="deadline-event-type-field">
                   <label data-i18n="deadlines.field.event_type">Typ (optional)</label>
-                  {/* t-paliad-165 follow-up — collapsed view: when a Regel
-                      is selected and a default event_type is known, the
-                      Typ chip is hidden and the type is rendered inline
-                      as a single read-only summary with an "Anderen Typ
-                      wählen" link that re-expands the picker. */}
-                  <div
-                    className="event-type-collapsed"
-                    id="deadline-event-type-collapsed"
-                    style="display:none"
-                  >
-                    <span
-                      className="event-type-collapsed-label"
-                      id="deadline-event-type-collapsed-label"
-                    />
-                    <span
-                      className="event-type-collapsed-source"
-                      data-i18n="deadlines.field.rule.autofill_inline"
-                    >
-                      &nbsp;(vorgegeben durch Regel)
-                    </span>
-                    <button
-                      type="button"
-                      className="event-type-collapsed-override"
-                      id="deadline-event-type-override-btn"
-                      data-i18n="deadlines.field.rule.override"
-                    >
-                      Anderen Typ w&auml;hlen
-                    </button>
-                  </div>
                   <div id="deadline-event-types" className="event-type-picker-host" />
-                  {/* Soft warning when the user is in expanded mode AND
-                      has picked an event_type that doesn't include the
-                      rule's canonical default. Reuses the existing
-                      yellow form-hint--warning style; never blocking. */}
-                  <p
-                    className="form-hint form-hint--warning"
-                    id="deadline-event-type-rule-mismatch"
-                    style="display:none"
-                    data-i18n="deadlines.field.rule.mismatch"
-                  >
-                    Hinweis: Typ widerspricht Regel &mdash; Sie haben den Typ &uuml;berschrieben.
-                  </p>
                 </div>
 
-                {/* m/paliad#56 — Regel sits directly beneath the Typ
-                    picker so the parent/child relationship reads at a
-                    glance. Due date is its own row below. */}
+                {/* t-paliad-258 / m/paliad#89 — binary Rule field.
+                    Auto (default): rule_id derived from the chosen
+                    Type, displayed read-only with a canonical
+                    "Name · Citation" label. Custom: free-text input,
+                    no catalog FK. Toggle switches modes. */}
                 <div className="form-field">
-                  <label htmlFor="deadline-rule" data-i18n="deadlines.field.rule">Regel (optional)</label>
-                  <select id="deadline-rule">
-                    <option value="" data-i18n="deadlines.field.rule.none">Keine Regel</option>
-                  </select>
+                  <div className="form-field-label-row">
+                    <label data-i18n="deadlines.field.rule">Regel</label>
+                    <button
+                      type="button"
+                      id="deadline-rule-mode-toggle"
+                      className="btn-link-action"
+                      data-i18n="deadlines.field.rule.mode.toggle_to_custom"
+                    >
+                      Eigene Regel eingeben
+                    </button>
+                  </div>
+                  <div className="rule-mode-auto" id="deadline-rule-auto-display">
+                    <span
+                      className="form-hint-badge"
+                      data-i18n="deadlines.field.rule.auto_badge"
+                    >Auto</span>
+                    <span id="deadline-rule-auto-text" className="rule-auto-text">&mdash;</span>
+                  </div>
+                  <input
+                    type="text"
+                    id="deadline-rule-custom-input"
+                    className="rule-mode-custom"
+                    style="display:none"
+                    placeholder="z.B. interner Review-Termin"
+                    data-i18n-placeholder="deadlines.field.rule.custom_placeholder"
+                    maxLength={200}
+                  />
                 </div>
 
                 <div className="form-field">

frontend/src/i18n-keys.ts

@@ -90,6 +90,28 @@ export type I18nKey =
   | "admin.audit.source.reminder_log"
   | "admin.audit.subtitle"
   | "admin.audit.title"
+  | "admin.backups.col.actions"
+  | "admin.backups.col.kind"
+  | "admin.backups.col.requested_by"
+  | "admin.backups.col.rows"
+  | "admin.backups.col.size"
+  | "admin.backups.col.started"
+  | "admin.backups.col.status"
+  | "admin.backups.download"
+  | "admin.backups.empty"
+  | "admin.backups.footer.note"
+  | "admin.backups.heading"
+  | "admin.backups.kind.on_demand"
+  | "admin.backups.kind.scheduled"
+  | "admin.backups.loading"
+  | "admin.backups.run_now"
+  | "admin.backups.running"
+  | "admin.backups.status.done"
+  | "admin.backups.status.failed"
+  | "admin.backups.status.running"
+  | "admin.backups.subtitle"
+  | "admin.backups.success"
+  | "admin.backups.title"
   | "admin.broadcasts.col.count"
   | "admin.broadcasts.col.sender"
   | "admin.broadcasts.col.sent_at"
@@ -682,9 +704,20 @@ export type I18nKey =
   | "approvals.tab.mine"
   | "approvals.tab.pending_mine"
   | "approvals.title"
+  | "approvals.withdraw.cancel"
   | "approvals.withdraw.confirm"
   | "approvals.withdraw.cta"
+  | "approvals.withdraw.destructive.label"
   | "approvals.withdraw.error"
+  | "approvals.withdraw.lead.create.appointment"
+  | "approvals.withdraw.lead.create.deadline"
+  | "approvals.withdraw.lead.delete"
+  | "approvals.withdraw.lead.update"
+  | "approvals.withdraw.modal.title"
+  | "approvals.withdraw.primary.label"
+  | "approvals.withdraw.sub.create"
+  | "approvals.withdraw.sub.delete"
+  | "approvals.withdraw.sub.update"
   | "bottomnav.add"
   | "bottomnav.add.appointment"
   | "bottomnav.add.appointment.sub"
@@ -1112,6 +1145,10 @@ export type I18nKey =
   | "deadlines.adjusted.weekend"
   | "deadlines.adjusted.weekend.saturday"
   | "deadlines.adjusted.weekend.sunday"
+  | "deadlines.appellant.claimant"
+  | "deadlines.appellant.defendant"
+  | "deadlines.appellant.label"
+  | "deadlines.appellant.none"
   | "deadlines.calculate"
   | "deadlines.card.calc.add_to_project"
   | "deadlines.card.calc.add_to_project.disabled"
@@ -1138,8 +1175,8 @@ export type I18nKey =
   | "deadlines.col.court"
   | "deadlines.col.due"
   | "deadlines.col.event_type"
-  | "deadlines.col.proactive"
-  | "deadlines.col.reactive"
+  | "deadlines.col.opponent"
+  | "deadlines.col.ours"
   | "deadlines.col.rule"
   | "deadlines.col.status"
   | "deadlines.col.title"
@@ -1227,12 +1264,16 @@ export type I18nKey =
   | "deadlines.field.notes"
   | "deadlines.field.notes.placeholder"
   | "deadlines.field.rule"
-  | "deadlines.field.rule.autofill"
-  | "deadlines.field.rule.autofill_inline"
-  | "deadlines.field.rule.mismatch"
-  | "deadlines.field.rule.none"
-  | "deadlines.field.rule.override"
+  | "deadlines.field.rule.auto_badge"
+  | "deadlines.field.rule.auto_no_match"
+  | "deadlines.field.rule.auto_pick_type"
+  | "deadlines.field.rule.custom_badge"
+  | "deadlines.field.rule.custom_placeholder"
+  | "deadlines.field.rule.mode.toggle_to_auto"
+  | "deadlines.field.rule.mode.toggle_to_custom"
   | "deadlines.field.title"
+  | "deadlines.field.title.default_btn"
+  | "deadlines.field.title.default_fallback"
   | "deadlines.field.title.placeholder"
   | "deadlines.filter.akte"
   | "deadlines.filter.akte.all"
@@ -1366,6 +1407,10 @@ export type I18nKey =
   | "deadlines.search.placeholder"
   | "deadlines.search.results.count"
   | "deadlines.search.results.count_one"
+  | "deadlines.side.both"
+  | "deadlines.side.claimant"
+  | "deadlines.side.defendant"
+  | "deadlines.side.label"
   | "deadlines.source.caldav"
   | "deadlines.source.fristenrechner"
   | "deadlines.source.imported"
@@ -1574,6 +1619,8 @@ export type I18nKey =
   | "event_types.browse.apply"
   | "event_types.browse.cancel"
   | "event_types.browse.empty"
+  | "event_types.browse.jurisdiction.all"
+  | "event_types.browse.jurisdiction.filter_label"
   | "event_types.browse.jurisdiction.none"
   | "event_types.browse.search"
   | "event_types.browse.selected_count"
@@ -1869,6 +1916,7 @@ export type I18nKey =
   | "login.title"
   | "modal.close.label"
   | "nav.admin.audit"
+  | "nav.admin.backups"
   | "nav.admin.bereich"
   | "nav.admin.event_types"
   | "nav.admin.paliadin"

frontend/src/styles/global.css

@@ -3548,6 +3548,30 @@ input[type="range"]::-moz-range-thumb {
     cursor: pointer;
 }
 
+/* Verfahrensablauf — perspective strip (side + appellant selectors,
+   t-paliad-250 / m/paliad#81). Two rows so the labels stack cleanly on
+   narrow viewports; each row reuses .fristen-view-toggle for the
+   chip-radio cluster so the visual language matches the view-toggle
+   above it. The appellant row hides for proceedings without an
+   appellant axis (Inf / Rev first-instance). */
+.verfahrensablauf-perspective {
+    display: flex;
+    flex-direction: column;
+    gap: 0.5rem;
+    margin-top: 0.75rem;
+}
+
+.verfahrensablauf-perspective-row {
+    display: flex;
+    align-items: center;
+    gap: 0.75rem;
+    flex-wrap: wrap;
+}
+
+.verfahrensablauf-perspective-row .fristen-view-toggle {
+    margin-bottom: 0;
+}
+
 /* Compact note hint — sits in the timeline-meta line when the notes
    toggle is off. Native browser tooltip via title= attribute carries
    the full text on hover; tabindex=0 + aria-label make it
@@ -3605,7 +3629,7 @@ input[type="range"]::-moz-range-thumb {
     z-index: 1;
 }
 
-.fr-col-header.fr-col-proactive {
+.fr-col-header.fr-col-ours {
     background: var(--status-blue-bg);
     color: var(--status-blue-fg);
 }
@@ -3615,7 +3639,7 @@ input[type="range"]::-moz-range-thumb {
     color: var(--status-blue-soft-fg);
 }
 
-.fr-col-header.fr-col-reactive {
+.fr-col-header.fr-col-opponent {
     background: var(--status-amber-bg);
     color: var(--status-amber-fg);
 }
@@ -5701,6 +5725,21 @@ dialog.modal::backdrop {
     overflow-y: auto;
 }
 
+/* t-paliad-260 — at single-column widths, drop the sticky/max-height
+   constraints on the variable editor so it reflows above the preview
+   and scrolls away naturally instead of overlaying the preview pane
+   (sticky + calc(100vh - 2rem) keep the form pinned at the top of the
+   viewport while the user scrolls down to read the preview). Must come
+   after the unscoped .submission-draft-sidebar block to win source
+   order at equal specificity. */
+@media (max-width: 900px) {
+    .submission-draft-sidebar {
+        position: static;
+        max-height: none;
+        overflow-y: visible;
+    }
+}
+
 .submission-draft-switcher {
     display: flex;
     align-items: center;
@@ -6545,12 +6584,18 @@ dialog.modal::backdrop {
 
 /* Each filter is a label-above-control cell so the caption sits on top of
    its select / button. The whole filter-row stays a horizontal flex-wrap
-   of these column-cells (t-paliad-117). */
+   of these column-cells (t-paliad-117).
+
+   min-width: 0 + max-width: 100% lets the cell shrink to fit its flex
+   container and prevents a native <select> with long option text from
+   blowing the cell wider than the viewport (t-paliad-255). */
 .filter-group {
     display: flex;
     flex-direction: column;
     align-items: stretch;
     gap: 0.25rem;
+    min-width: 0;
+    max-width: 100%;
 }
 
 .filter-label {
@@ -6564,6 +6609,10 @@ dialog.modal::backdrop {
     .filter-group .entity-select { width: 100%; }
 }
 
+/* max-width: 100% caps the intrinsic width of a native <select> at its
+   parent — without it, browsers size the select to the longest <option>
+   text and a very long project title overflows the viewport on tablet
+   widths above the 480px breakpoint (t-paliad-255). */
 .entity-select {
     padding: 0.4rem 0.75rem;
     font-size: 0.85rem;
@@ -6572,6 +6621,8 @@ dialog.modal::backdrop {
     background: var(--color-surface);
     color: var(--color-text);
     cursor: pointer;
+    max-width: 100%;
+    min-width: 0;
 }
 
 .entity-select:focus {
@@ -7520,6 +7571,126 @@ dialog.modal::backdrop {
     border-left: 2px solid #b88800;
 }
 
+/* t-paliad-251 — Auto-derived hint variant. Lime-tint, sibling of the
+   yellow warning variant. Carries a small pill-badge in front (the
+   "Auto" label) followed by the derived rule name. */
+.form-hint--auto {
+    display: inline-flex;
+    align-items: center;
+    gap: 0.4rem;
+    background: var(--color-bg-lime-tint);
+    color: var(--color-text);
+    padding: 0.3rem 0.5rem;
+    border-radius: var(--radius-sm, 4px);
+    border-left: 2px solid var(--color-accent);
+}
+.form-hint-badge {
+    display: inline-block;
+    padding: 0.05rem 0.45rem;
+    border-radius: 999px;
+    background: var(--color-accent);
+    color: var(--color-text);
+    font-size: 0.7rem;
+    font-weight: 700;
+    letter-spacing: 0.04em;
+    text-transform: uppercase;
+}
+
+/* t-paliad-251 — label row that hosts both the form label and an
+   inline action (Standardtitel button, Rule-sort dropdown). The label
+   keeps growing to push the action to the right edge. */
+.form-field-label-row {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    gap: 0.5rem;
+    margin-bottom: 0.25rem;
+}
+.form-field-label-row > label {
+    margin: 0;
+}
+
+/* Inline action button rendered next to a form label (Standardtitel).
+   Text-link styling so it doesn't compete with the primary CTA. */
+.btn-link-action {
+    background: transparent;
+    border: none;
+    color: var(--color-link, var(--color-text));
+    padding: 0;
+    font-family: var(--font-sans);
+    font-size: 0.82rem;
+    cursor: pointer;
+    text-decoration: underline;
+    text-underline-offset: 2px;
+}
+.btn-link-action:hover {
+    color: var(--color-accent);
+}
+
+/* t-paliad-258 — Auto/Custom Rule editor (m/paliad#89).
+   Replaces the t-paliad-251 catalog dropdown + sort selector with a
+   binary toggle:
+     .rule-mode-auto   — read-only display, lime-tint pill + label.
+     .rule-mode-custom — free-text input, full-width.
+   Toggle button reuses .btn-link-action for the inline link styling. */
+.rule-mode-auto {
+    display: inline-flex;
+    align-items: center;
+    gap: 0.45rem;
+    padding: 0.35rem 0.55rem;
+    background: var(--color-bg-lime-tint);
+    border-left: 2px solid var(--color-accent);
+    border-radius: var(--radius-sm, 4px);
+    min-height: 2rem;
+}
+.rule-auto-text {
+    color: var(--color-text);
+    font-size: 0.95rem;
+}
+.rule-auto-text--empty {
+    color: var(--color-text-muted, #6b7280);
+    font-style: italic;
+}
+.form-field input.rule-mode-custom,
+input.rule-mode-custom {
+    width: 100%;
+    padding: 0.45rem 0.6rem;
+    font-size: 0.95rem;
+    background: var(--color-surface);
+    border: 1px solid var(--color-border);
+    border-radius: var(--radius-sm, 4px);
+    color: var(--color-text);
+    font-family: var(--font-sans);
+}
+
+/* t-paliad-258 addendum — canonical rule label display:
+   Name primary, Citation muted secondary ("Name · Citation").
+   Custom rules use a "Custom" pill instead of a citation. */
+.rule-label-name {
+    color: var(--color-text);
+}
+.rule-label-sep,
+.rule-label-cite {
+    color: var(--color-text-muted, #6b7280);
+    font-size: 0.9em;
+}
+.rule-label-cite {
+    margin-left: 0.15rem;
+}
+.rule-label-badge {
+    display: inline-block;
+    margin-left: 0.4rem;
+    padding: 0.02rem 0.4rem;
+    border-radius: 999px;
+    background: var(--color-bg-lime-tint);
+    color: var(--color-text);
+    font-size: 0.72rem;
+    font-weight: 600;
+    letter-spacing: 0.03em;
+    text-transform: uppercase;
+    border: 1px solid var(--color-accent);
+}
+
 /* Inline checkbox label inside the attach-unit form. */
 .form-checkbox {
     display: inline-flex;
@@ -7627,6 +7798,42 @@ dialog.modal::backdrop {
     background: #b91c1c;
 }
 
+/* t-paliad-252 — withdraw warning modal body. The destructive button sits
+   inside the body (above the footer's Cancel + Edit primary) so the safe
+   "Edit event" path stays visually primary. The intro paragraph leads,
+   the muted sub-line explains consequences, then the red row makes the
+   destructive option discoverable without competing with the CTA. */
+.withdraw-warning-body {
+    display: flex;
+    flex-direction: column;
+    gap: 0.75rem;
+}
+.withdraw-warning-intro {
+    margin: 0;
+    color: var(--color-text);
+    font-size: 0.92rem;
+    line-height: 1.45;
+}
+.withdraw-warning-sub {
+    margin: 0;
+    color: var(--color-text-muted);
+    font-size: 0.85rem;
+    line-height: 1.45;
+}
+.withdraw-warning-destructive-row {
+    display: flex;
+    justify-content: flex-end;
+    margin-top: 0.5rem;
+    padding-top: 0.75rem;
+    border-top: 1px dashed var(--color-border);
+}
+.withdraw-warning-destructive-btn {
+    /* Inherits .btn .btn-danger, but bump the font size down a touch so
+       the body button doesn't crowd the footer's primary CTA. */
+    font-size: 0.82rem;
+    padding: 0.4rem 1rem;
+}
+
 .entity-soon {
     text-align: center;
     padding: 3rem 1.5rem;
@@ -12087,42 +12294,10 @@ dialog.quick-add-sheet::backdrop {
    t-paliad-088 — Event Types: picker, multi-select filter, add modal
    ============================================================================ */
 
-/* t-paliad-165 follow-up — collapsed read-only view used on
-   /deadlines/new when a Regel is selected and a default event_type is
-   known. Replaces the picker with a single inline label + an
-   "Anderen Typ wählen" override link. */
-.event-type-collapsed {
-    display: inline-flex;
-    align-items: baseline;
-    gap: 0.4rem;
-    padding: 0.35rem 0.55rem;
-    background: var(--color-bg-lime-tint);
-    border: 1px solid var(--color-border);
-    border-radius: 0.5rem;
-    font-size: 0.95rem;
-    line-height: 1.3;
-    flex-wrap: wrap;
-}
-.event-type-collapsed-label {
-    font-weight: 600;
-    color: var(--color-text);
-}
-.event-type-collapsed-source {
-    color: var(--color-text-muted);
-    font-size: 0.85rem;
-}
-.event-type-collapsed-override {
-    margin-left: auto;
-    background: transparent;
-    border: 0;
-    padding: 0;
-    color: var(--color-link, #1d4ed8);
-    text-decoration: underline;
-    cursor: pointer;
-    font: inherit;
-    font-size: 0.85rem;
-}
-.event-type-collapsed-override:hover { color: var(--color-link-hover, #1e40af); }
+/* (t-paliad-258 — the .event-type-collapsed* "vorgegeben durch Regel"
+   collapsed view from t-paliad-165 was retired with the catalog
+   dropdown. The Auto/Custom rule editor took its place; styles for
+   that live under .rule-mode-auto / .rule-mode-custom above.) */
 
 /* Picker host — chip cluster + search + suggest dropdown */
 .event-type-picker {
@@ -12517,6 +12692,36 @@ dialog.quick-add-sheet::backdrop {
     transition: border-color 0.15s ease;
 }
 .event-type-browse-search:focus { border-color: var(--color-accent); }
+/* t-paliad-251 — jurisdiction filter chips inside the browse modal
+   header. Sits below the search input, between the search and the
+   results list. Active chip uses the lime-tint chip palette. */
+.event-type-browse-chips {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 0.35rem;
+}
+.event-type-browse-chip {
+    padding: 0.2rem 0.7rem;
+    border: 1px solid var(--color-border);
+    border-radius: 999px;
+    background: var(--color-surface);
+    color: var(--color-text-muted);
+    font-family: var(--font-sans);
+    font-size: 0.78rem;
+    font-weight: 500;
+    cursor: pointer;
+    transition: background 0.12s ease, color 0.12s ease, border-color 0.12s ease;
+}
+.event-type-browse-chip:hover {
+    background: var(--color-bg-subtle);
+    color: var(--color-text);
+}
+.event-type-browse-chip--active {
+    background: var(--color-bg-lime-tint);
+    border-color: var(--color-accent);
+    color: var(--color-text);
+    font-weight: 600;
+}
 .event-type-browse-list {
     flex: 1 1 auto;
     overflow-y: auto;

frontend/src/verfahrensablauf.tsx

@@ -210,6 +210,53 @@ export function renderVerfahrensablauf(): string {
                       Fristen berechnen
                     </button>
                   </div>
+
+                  {/* Perspective strip (t-paliad-250 / m/paliad#81). Side
+                       swaps the column LABELS so the user's own side is
+                       proactive (= "your filings"). Appellant collapses
+                       party=both rows to a single column when set — only
+                       relevant for role-swap proceedings (Appeal etc.);
+                       the row hides itself when the picked proceeding has
+                       no appellant axis (see hasAppellantAxis() in the
+                       client). Both selectors are URL-driven (?side= +
+                       ?appellant=) so the perspective survives reload
+                       and is shareable. */}
+                  <div className="verfahrensablauf-perspective" id="verfahrensablauf-perspective">
+                    <div className="verfahrensablauf-perspective-row" id="side-row">
+                      <span className="date-label" data-i18n="deadlines.side.label">Seite:</span>
+                      <div className="fristen-view-toggle" role="radiogroup" aria-label="Side">
+                        <label className="fristen-view-option">
+                          <input type="radio" name="side" value="claimant" />
+                          <span data-i18n="deadlines.side.claimant">Klägerseite</span>
+                        </label>
+                        <label className="fristen-view-option">
+                          <input type="radio" name="side" value="defendant" />
+                          <span data-i18n="deadlines.side.defendant">Beklagtenseite</span>
+                        </label>
+                        <label className="fristen-view-option">
+                          <input type="radio" name="side" value="" checked />
+                          <span data-i18n="deadlines.side.both">Beide</span>
+                        </label>
+                      </div>
+                    </div>
+                    <div className="verfahrensablauf-perspective-row" id="appellant-row" style="display:none">
+                      <span className="date-label" data-i18n="deadlines.appellant.label">Berufung durch:</span>
+                      <div className="fristen-view-toggle" role="radiogroup" aria-label="Appellant">
+                        <label className="fristen-view-option">
+                          <input type="radio" name="appellant" value="claimant" />
+                          <span data-i18n="deadlines.appellant.claimant">Klägerseite</span>
+                        </label>
+                        <label className="fristen-view-option">
+                          <input type="radio" name="appellant" value="defendant" />
+                          <span data-i18n="deadlines.appellant.defendant">Beklagtenseite</span>
+                        </label>
+                        <label className="fristen-view-option">
+                          <input type="radio" name="appellant" value="" checked />
+                          <span data-i18n="deadlines.appellant.none">—</span>
+                        </label>
+                      </div>
+                    </div>
+                  </div>
                 </div>
 
                 <div className="wizard-step" id="step-3" style="display:none">

internal/db/migrations/121_proceeding_trigger_event_label.down.sql

@@ -0,0 +1,7 @@
+-- Drop the optional trigger-event label columns added in
+-- 121_proceeding_trigger_event_label.up.sql. Any populated rows lose
+-- their override; the frontend falls back to proceedingName.
+
+ALTER TABLE paliad.proceeding_types
+    DROP COLUMN IF EXISTS trigger_event_label_en,
+    DROP COLUMN IF EXISTS trigger_event_label_de;

internal/db/migrations/121_proceeding_trigger_event_label.up.sql

@@ -0,0 +1,27 @@
+-- t-paliad-250 / m/paliad#81 — Concern B: UPC Appeal trigger-event label.
+--
+-- The /tools/verfahrensablauf "Auslösendes Ereignis" caption falls back
+-- to `paliad.proceeding_types.name` whenever the calculator finds no
+-- root rule (duration_value=0 + parent_id=NULL + !is_court_set). For
+-- UPC Appeal (upc.apl.merits) all rules carry a non-zero duration off
+-- the trigger date, so the caption reads "Berufungsverfahren" /
+-- "Appeal" — the proceeding itself — instead of the appealable
+-- decision that actually starts the clock.
+--
+-- Fix: add an optional `trigger_event_label_de` / `trigger_event_label_en`
+-- pair on proceeding_types. When set, the calculator surfaces it on the
+-- response (TriggerEventLabel{,EN}) and the frontend prefers it over
+-- proceedingName. No deadline-rule additions, no slug changes; existing
+-- proceeding_type.code stays stable (hard rule from the issue).
+
+ALTER TABLE paliad.proceeding_types
+    ADD COLUMN IF NOT EXISTS trigger_event_label_de text,
+    ADD COLUMN IF NOT EXISTS trigger_event_label_en text;
+
+-- UPC Appeal: the trigger date is the date of the appealable first-instance
+-- decision (per UPC RoP R.224(1)(a) the 2-month appeal clock runs from
+-- service of the decision per R.220.1(a)/(b)).
+UPDATE paliad.proceeding_types
+   SET trigger_event_label_de = 'Anfechtbare Entscheidung',
+       trigger_event_label_en = 'Appealable Decision'
+ WHERE code = 'upc.apl.merits';

internal/db/migrations/122_deadlines_custom_rule_text.down.sql

@@ -0,0 +1,6 @@
+-- t-paliad-258: revert the additive custom_rule_text column.
+-- Drop the column; rows that used the Custom path lose their free-text
+-- label and read as "no rule".
+
+ALTER TABLE paliad.deadlines
+    DROP COLUMN IF EXISTS custom_rule_text;

internal/db/migrations/122_deadlines_custom_rule_text.up.sql

@@ -0,0 +1,26 @@
+-- t-paliad-258 / m/paliad#89 — binary Auto/Custom Rule model on the
+-- deadline form.
+--
+-- t-paliad-251 shipped the form with a full deadline_rules catalog
+-- dropdown. m's verdict: too noisy (4 "Oral hearings" across UPC CFI,
+-- UPC CoA, DPMA, EPO etc.). Replace with a binary model:
+--
+--   1. Auto    — rule_id derived from the chosen event_type, displayed
+--                read-only.
+--   2. Custom  — rule_id is NULL and the lawyer's free-text label is
+--                stored here.
+--
+-- The column is additive + nullable: existing rows keep their
+-- deadline_rule_id and read as Auto-equivalent. A future row with both
+-- columns NULL renders as "keine Regel" (matches today's no-rule state).
+
+ALTER TABLE paliad.deadlines
+    ADD COLUMN IF NOT EXISTS custom_rule_text text;
+
+COMMENT ON COLUMN paliad.deadlines.custom_rule_text IS
+    'Free-text rule label entered when the lawyer chose Custom on the '
+    'deadline form (t-paliad-258). Mutually exclusive with rule_id at '
+    'the application layer: Auto path sets rule_id and leaves this '
+    'NULL; Custom path sets this and leaves rule_id NULL. Display '
+    'surfaces prefer the rule_id-joined deadline_rules.name when '
+    'present, else fall back to custom_rule_text + a "Custom" badge.';

internal/db/migrations/123_backups.down.sql

@@ -0,0 +1,11 @@
+-- t-paliad-246 / m/paliad#77 — revert Backup Mode catalog table.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 123 down: drop paliad.backups catalog (t-paliad-246 / m/paliad#77 Slice A)',
+    true);
+
+DROP POLICY IF EXISTS backups_select_admin ON paliad.backups;
+DROP INDEX IF EXISTS paliad.backups_kind_status_idx;
+DROP INDEX IF EXISTS paliad.backups_started_at_desc_idx;
+DROP TABLE IF EXISTS paliad.backups;

internal/db/migrations/123_backups.up.sql

@@ -0,0 +1,86 @@
+-- t-paliad-246 / m/paliad#77 — Backup Mode catalog table.
+--
+-- Design: docs/design-backup-mode-2026-05-25.md §4. One row per backup
+-- run (on-demand or scheduled). The catalog is operational metadata for
+-- the /admin/backups UI (size, row counts, storage URI, status). The
+-- audit chain stays on paliad.system_audit_log — this table is the
+-- richer-shape duplicate that the UI lists from without parsing JSON.
+--
+-- INSERT/UPDATE happen only through the Go service path (BackupRunner)
+-- under the migration-runner role, so we don't add a write RLS policy
+-- for end users. SELECT is admin-only, mirroring system_audit_log.
+--
+-- Idempotent: CREATE TABLE / INDEX / POLICY all guarded.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 123: add paliad.backups catalog for Backup Mode (t-paliad-246 / m/paliad#77 Slice A)',
+    true);
+
+CREATE TABLE IF NOT EXISTS paliad.backups (
+    id                  uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    kind                text NOT NULL CHECK (kind IN ('scheduled', 'on_demand')),
+    status              text NOT NULL CHECK (status IN ('running', 'done', 'failed')),
+    -- requested_by is NULL for kind='scheduled' (no human caller).
+    requested_by        uuid REFERENCES paliad.users(id) ON DELETE SET NULL,
+    -- requested_by_email is captured at write time so the row survives
+    -- a subsequent user deletion. For scheduled runs we write a sentinel
+    -- like 'system@paliad' (no real user attached).
+    requested_by_email  text NOT NULL,
+    -- audit_id back-references the system_audit_log row written before
+    -- the artifact is generated. Nullable so a catalog row can still be
+    -- INSERTed if the audit write itself fails (defense-in-depth).
+    audit_id            uuid REFERENCES paliad.system_audit_log(id) ON DELETE SET NULL,
+    -- storage_uri is populated when status flips to 'done'. Resolves
+    -- through the Go-side ArtifactStore interface ('file://...' for
+    -- LocalDiskStore today; future stores get their own URI scheme).
+    storage_uri         text,
+    size_bytes          bigint,
+    row_counts          jsonb NOT NULL DEFAULT '{}'::jsonb,
+    sheet_count         int,
+    warnings            jsonb NOT NULL DEFAULT '[]'::jsonb,
+    -- error is NULL unless status='failed'. Free-form, captured from
+    -- the Go-side error.Error().
+    error               text,
+    started_at          timestamptz NOT NULL DEFAULT now(),
+    finished_at         timestamptz,
+    -- deleted_at marks artifacts the lifecycle cleanup removed from
+    -- storage (Slice B). The catalog row itself stays forever — it's
+    -- part of the audit chain. NULL means "still on disk".
+    deleted_at          timestamptz
+);
+
+-- Read patterns:
+--   - "show me recent backups" — started_at DESC
+--   - "find last successful scheduled backup today" — kind + status + started_at
+CREATE INDEX IF NOT EXISTS backups_started_at_desc_idx
+    ON paliad.backups (started_at DESC);
+
+CREATE INDEX IF NOT EXISTS backups_kind_status_idx
+    ON paliad.backups (kind, status);
+
+ALTER TABLE paliad.backups ENABLE ROW LEVEL SECURITY;
+
+-- Admin-only read. INSERT/UPDATE/DELETE happen via the Go service path
+-- under the migration-runner role (no end-user write surface).
+DROP POLICY IF EXISTS backups_select_admin ON paliad.backups;
+CREATE POLICY backups_select_admin ON paliad.backups
+    FOR SELECT USING (
+        EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid()
+               AND u.global_role = 'global_admin'
+        )
+    );
+
+COMMENT ON TABLE paliad.backups IS
+    'Catalog of org-scope backup runs (t-paliad-246 / m/paliad#77). One row per scheduled or on-demand backup. status transitions: running → done | failed. storage_uri is resolved by the Go-side ArtifactStore interface. audit_id links to system_audit_log; the catalog row is the richer-shape duplicate, the audit row is the trust signal.';
+
+COMMENT ON COLUMN paliad.backups.requested_by_email IS
+    'Captured at write time so the row survives user deletion. Sentinel ''system@paliad'' for scheduled runs.';
+
+COMMENT ON COLUMN paliad.backups.storage_uri IS
+    'Resolved by the Go-side ArtifactStore implementation. file://... for LocalDiskStore; future stores use their own URI scheme.';
+
+COMMENT ON COLUMN paliad.backups.deleted_at IS
+    'Set when the artifact is removed from storage by lifecycle cleanup. Catalog row stays forever (audit chain). NULL means artifact is still on disk.';

internal/handlers/approvals.go

@@ -326,6 +326,56 @@ func handleRevokeApprovalRequest(w http.ResponseWriter, r *http.Request) {
 	handleApprovalDecision(w, r, "revoke")
 }
 
+// POST /api/approval-requests/{id}/edit-entity — t-paliad-252 / m/paliad#83.
+//
+// Lets the requester revise the in-flight entity (e.g. tweak the title on a
+// pending create) without withdrawing the request. The non-destructive
+// sibling of /revoke that m asked for after noticing that withdraw silently
+// deletes the underlying event.
+//
+// Body: {"fields": {<entity-shape>}}
+// 200: {"status": "ok"}
+//
+// Status mapping (mapApprovalError):
+//
+//	400 suggestion_requires_change — payload has no allowlisted fields
+//	403 not_authorized             — caller isn't the requested_by
+//	404                            — request not found / not visible
+//	409 request_not_pending        — request already decided / revoked
+type editPendingEntityBody struct {
+	Fields map[string]any `json:"fields"`
+}
+
+func handleEditPendingEntity(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	requestID, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid request id"})
+		return
+	}
+	var body editPendingEntityBody
+	if r.Body != nil && r.ContentLength > 0 {
+		if err := json.NewDecoder(r.Body).Decode(&body); err != nil {
+			writeJSON(w, http.StatusBadRequest, map[string]string{
+				"code":    "invalid_body",
+				"message": "Ungültiger Body.",
+			})
+			return
+		}
+	}
+	if err := dbSvc.approval.EditPendingEntity(r.Context(), requestID, uid, body.Fields); err != nil {
+		writeApprovalError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, map[string]string{"status": "ok"})
+}
+
 // suggestChangesBody is the JSON body for POST /api/approval-requests/{id}/suggest-changes.
 // counter_payload is an entity-shaped jsonb of the approver's edited
 // values (allowlist enforced server-side); note is the optional free-text

internal/handlers/backups.go

@@ -0,0 +1,247 @@
+package handlers
+
+// Admin Backup Mode handlers (t-paliad-246 / m/paliad#77 Slice A).
+//
+//   POST /api/admin/backups/run           — kick off an on-demand backup
+//   GET  /api/admin/backups               — chronological list
+//   GET  /api/admin/backups/{id}          — single catalog row
+//   GET  /api/admin/backups/{id}/file     — stream the artifact (records
+//                                            a backup_downloaded audit row)
+//   GET  /admin/backups                   — admin page (SPA shell)
+//
+// Authorisation: every route registers behind adminGate(users, …) in
+// handlers.go, so every handler in this file can assume the caller is a
+// global_admin and only validate the request shape.
+//
+// The runner is wired in cmd/server/main.go only when PALIAD_EXPORT_DIR
+// is set. When unset, every handler returns 503 — same shape as
+// requireDB.
+
+import (
+	"context"
+	"database/sql"
+	"errors"
+	"fmt"
+	"io"
+	"log"
+	"net/http"
+	"strconv"
+	"strings"
+	"time"
+
+	"github.com/google/uuid"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+// backupRequestTimeout caps a single on-demand backup. At firm-scale
+// data shapes (today: ~600 user-content rows + ~1000 reference rows)
+// a backup runs sub-second; the watchdog surfaces "stuck" as a 500
+// instead of letting the client hang forever.
+const backupRequestTimeout = 5 * time.Minute
+
+// requireBackup writes a 503 if the BackupRunner is not wired (typically
+// PALIAD_EXPORT_DIR is unset) and returns false. Mirrors requireDB.
+func requireBackup(w http.ResponseWriter) bool {
+	if dbSvc == nil || dbSvc.backup == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{
+			"error": "backup service not configured — set PALIAD_EXPORT_DIR on the server",
+		})
+		return false
+	}
+	return true
+}
+
+// handleAdminBackupsPage renders the /admin/backups SPA shell. The
+// catalog rows are fetched client-side via /api/admin/backups.
+func handleAdminBackupsPage(w http.ResponseWriter, r *http.Request) {
+	http.ServeFile(w, r, "dist/admin-backups.html")
+}
+
+// handleAdminRunBackup kicks off a synchronous on-demand backup and
+// returns the resulting BackupSummary as JSON. Synchronous: at firm-
+// scale the whole run is under 5s; an async path with polling is Slice
+// B (the scheduler reuses the same runner internally).
+//
+// Returns 201 on success with the catalog row, 500 on failure (the
+// catalog/audit rows are still flipped to failed/backup_failed before
+// the response).
+func handleAdminRunBackup(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) || !requireBackup(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+
+	ctx, cancel := context.WithTimeout(r.Context(), backupRequestTimeout)
+	defer cancel()
+
+	user, err := dbSvc.users.GetByID(ctx, uid)
+	if err != nil || user == nil {
+		log.Printf("backup: user lookup failed for %s: %v", uid, err)
+		writeJSON(w, http.StatusInternalServerError, map[string]string{
+			"error": "user lookup failed",
+		})
+		return
+	}
+
+	actor := services.BackupActor{
+		ID:    &uid,
+		Email: user.Email,
+		Label: user.DisplayName,
+	}
+	result, err := dbSvc.backup.Run(ctx, services.BackupKindOnDemand, actor)
+	if err != nil {
+		log.Printf("backup: Run failed for admin=%s: %v", uid, err)
+		writeJSON(w, http.StatusInternalServerError, map[string]string{
+			"error": "backup generation failed: " + err.Error(),
+		})
+		return
+	}
+
+	// Return the freshly-written catalog row so the UI doesn't need a
+	// follow-up GET to render the new line item.
+	row, err := dbSvc.backup.GetBackup(ctx, result.ID)
+	if err != nil {
+		// The backup did succeed — log + return the bare result.
+		log.Printf("backup: post-run GetBackup failed for %s: %v", result.ID, err)
+		writeJSON(w, http.StatusCreated, result)
+		return
+	}
+	writeJSON(w, http.StatusCreated, row)
+}
+
+// handleAdminListBackups returns the most recent N catalog rows as
+// JSON. ?limit=N caps the page (default 100).
+func handleAdminListBackups(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) || !requireBackup(w) {
+		return
+	}
+	limit := 100
+	if q := strings.TrimSpace(r.URL.Query().Get("limit")); q != "" {
+		if n, err := strconv.Atoi(q); err == nil && n > 0 && n <= 500 {
+			limit = n
+		}
+	}
+	rows, err := dbSvc.backup.ListBackups(r.Context(), limit)
+	if err != nil {
+		log.Printf("backup: list failed: %v", err)
+		writeJSON(w, http.StatusInternalServerError, map[string]string{
+			"error": "list failed",
+		})
+		return
+	}
+	if rows == nil {
+		rows = []services.BackupSummary{}
+	}
+	writeJSON(w, http.StatusOK, rows)
+}
+
+// handleAdminGetBackup returns one catalog row. Used by the UI for
+// "is the backup I just kicked off done yet?" polling — though at the
+// synchronous shape today this rarely matters.
+func handleAdminGetBackup(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) || !requireBackup(w) {
+		return
+	}
+	id, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid id"})
+		return
+	}
+	row, err := dbSvc.backup.GetBackup(r.Context(), id)
+	if err != nil {
+		if errors.Is(err, sql.ErrNoRows) {
+			writeJSON(w, http.StatusNotFound, map[string]string{"error": "not found"})
+			return
+		}
+		log.Printf("backup: get failed for %s: %v", id, err)
+		writeJSON(w, http.StatusInternalServerError, map[string]string{"error": "get failed"})
+		return
+	}
+	writeJSON(w, http.StatusOK, row)
+}
+
+// handleAdminDownloadBackup streams the artifact bytes through the
+// ArtifactStore (LocalDiskStore for v1). Records a backup_downloaded
+// audit row before flushing.
+//
+// 404 if the catalog row is missing; 410 (Gone) if the artifact was
+// already lifecycle-deleted; 409 if status is not 'done'; 500 on any
+// store/IO error.
+func handleAdminDownloadBackup(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) || !requireBackup(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	id, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid id"})
+		return
+	}
+
+	row, err := dbSvc.backup.GetBackup(r.Context(), id)
+	if err != nil {
+		if errors.Is(err, sql.ErrNoRows) {
+			writeJSON(w, http.StatusNotFound, map[string]string{"error": "not found"})
+			return
+		}
+		log.Printf("backup: download GetBackup failed for %s: %v", id, err)
+		writeJSON(w, http.StatusInternalServerError, map[string]string{"error": "get failed"})
+		return
+	}
+	if row.Status != services.BackupStatusDone || row.StorageURI == nil {
+		writeJSON(w, http.StatusConflict, map[string]string{
+			"error":  "backup not available for download",
+			"status": row.Status,
+		})
+		return
+	}
+	if row.DeletedAt != nil {
+		// 410 Gone — the artifact is past its retention window. Catalog
+		// row stays as the audit trail; clients should not retry.
+		writeJSON(w, http.StatusGone, map[string]string{
+			"error": "artifact has been removed (retention)",
+		})
+		return
+	}
+
+	rc, size, err := dbSvc.backup.Store().Get(r.Context(), *row.StorageURI)
+	if err != nil {
+		log.Printf("backup: download store.Get failed for %s: %v", id, err)
+		writeJSON(w, http.StatusInternalServerError, map[string]string{"error": "store read failed"})
+		return
+	}
+	defer rc.Close()
+
+	// Record the download audit row before flushing. If the audit
+	// write fails we still serve the file (the user can see it; the
+	// chain just missed a row — surface in logs).
+	user, uErr := dbSvc.users.GetByID(r.Context(), uid)
+	if uErr == nil && user != nil {
+		auditErr := dbSvc.backup.RecordDownload(r.Context(), id, services.BackupActor{
+			ID:    &uid,
+			Email: user.Email,
+			Label: user.DisplayName,
+		})
+		if auditErr != nil {
+			log.Printf("backup: RecordDownload failed for %s by %s: %v", id, uid, auditErr)
+		}
+	} else if uErr != nil {
+		log.Printf("backup: user lookup for audit failed (%s): %v", uid, uErr)
+	}
+
+	filename := fmt.Sprintf("paliad-backup-%s.zip", row.StartedAt.UTC().Format("20060102T1504Z"))
+	w.Header().Set("Content-Type", "application/zip")
+	w.Header().Set("Content-Disposition", fmt.Sprintf(`attachment; filename=%q`, filename))
+	w.Header().Set("Content-Length", strconv.FormatInt(size, 10))
+	w.Header().Set("X-Paliad-Backup-Id", id.String())
+	if _, err := io.Copy(w, rc); err != nil {
+		log.Printf("backup: response write failed for %s: %v", id, err)
+	}
+}

internal/handlers/files.go

@@ -65,8 +65,28 @@ var fileRegistry = map[string]fileEntry{
 		RepoName:     "mWorkRepo",
 		FilePath:     "6 - material/Templates/Word/Paliad/" + branding.Name + "/de.inf.lg.erwidg.docx",
 	},
+	// Universal skeleton (t-paliad-259). Code-agnostic Schriftsatz starter
+	// that carries every placeholder SubmissionVarsService resolves but no
+	// submission_code-specific body structure. Slot between the per-firm
+	// per-code template and the bare HL Patents Style .dotm fallback: every
+	// submission_code without a dedicated template still renders with
+	// variables substituted instead of the macro-only letterhead.
+	skeletonSubmissionSlug: {
+		RawURL:       "https://mgit.msbls.de/m/mWorkRepo/raw/branch/main/6%20-%20material/Templates/Word/Paliad/" + branding.Name + "/_skeleton.docx",
+		DownloadName: branding.Name + " — Schriftsatz-Skelett.docx",
+		ContentType:  "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
+		RepoOwner:    "m",
+		RepoName:     "mWorkRepo",
+		FilePath:     "6 - material/Templates/Word/Paliad/" + branding.Name + "/_skeleton.docx",
+	},
 }
 
+// skeletonSubmissionSlug names the universal skeleton template inside
+// the shared fileRegistry cache. Exported via a const so handler code
+// (resolveSubmissionTemplate, hlPatentsStyleSHA's sibling) refers to
+// the same string the registry uses.
+const skeletonSubmissionSlug = "submission/_skeleton.docx"
+
 // submissionTemplateRegistry maps a deadline-rule submission_code to a
 // fileRegistry slug. Lookup order matches the cronus design fallback
 // chain §8: per-firm `templates/{FIRM_NAME}/{code}.docx` first, then
@@ -189,6 +209,46 @@ func handleFileRefresh(w http.ResponseWriter, r *http.Request) {
 	writeJSON(w, http.StatusOK, map[string]string{"ok": "true", "message": "Cache cleared"})
 }
 
+// fetchSubmissionSkeletonBytes returns the cached universal skeleton
+// template bytes plus its provenance SHA. Sits between the per-firm
+// per-submission_code template (fetchSubmissionTemplateBytes) and the
+// bare universal HL Patents Style .dotm (fetchHLPatentsStyleBytes) in
+// resolveSubmissionTemplate's fallback chain — used for every
+// submission_code that has no dedicated template registered. Same
+// stale-while-revalidate semantics as the rest of the file proxy: first
+// call warms the cache synchronously from mWorkRepo via Gitea; later
+// calls return immediately while a background refresh runs.
+func fetchSubmissionSkeletonBytes(ctx context.Context) ([]byte, string, error) {
+	entry, ok := fileRegistry[skeletonSubmissionSlug]
+	if !ok {
+		return nil, "", fmt.Errorf("file proxy: %s not registered", skeletonSubmissionSlug)
+	}
+	ce := getCacheEntry(skeletonSubmissionSlug)
+
+	ce.mu.RLock()
+	hasData := len(ce.data) > 0
+	needsCheck := time.Since(ce.lastChecked) >= checkInterval
+	ce.mu.RUnlock()
+
+	if !hasData {
+		if err := fileFetch(ce, entry); err != nil {
+			return nil, "", err
+		}
+	} else if needsCheck {
+		go fileCheckAndRefresh(ce, entry)
+	}
+
+	ce.mu.RLock()
+	defer ce.mu.RUnlock()
+	if len(ce.data) == 0 {
+		return nil, "", fmt.Errorf("file proxy: %s cache empty after fetch", skeletonSubmissionSlug)
+	}
+	out := make([]byte, len(ce.data))
+	copy(out, ce.data)
+	_ = ctx
+	return out, ce.sha, nil
+}
+
 // fetchHLPatentsStyleBytes returns the cached HL Patents Style .dotm
 // bytes. Shared accessor used by both the /files/{slug} download path
 // (Word auto-update channel) and the submission generator

internal/handlers/handlers.go

@@ -98,6 +98,11 @@ type Services struct {
 	Projection      *services.ProjectionService
 	Export          *services.ExportService
 
+	// t-paliad-246 — Backup Mode (org-scope admin backups). Nil when
+	// DATABASE_URL or PALIAD_EXPORT_DIR is unset; the /admin/backups
+	// routes return 503 in that case.
+	Backup          *services.BackupRunner
+
 	// t-paliad-238 — dedicated Submissions/Schriftsätze editor.
 	SubmissionDraft *services.SubmissionDraftService
 
@@ -162,6 +167,7 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 			firmDashboardDefault: svc.FirmDashboardDefault,
 			projection:      svc.Projection,
 			export:          svc.Export,
+			backup:          svc.Backup,
 			submissionDraft: svc.SubmissionDraft,
 		}
 	}
@@ -570,6 +576,17 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 		protected.HandleFunc("GET /admin/email-templates", adminGate(users, gateOnboarded(handleAdminEmailTemplatesPage)))
 		protected.HandleFunc("GET /admin/email-templates/{key}", adminGate(users, gateOnboarded(handleAdminEmailTemplatesEditPage)))
 		protected.HandleFunc("GET /admin/event-types", adminGate(users, gateOnboarded(handleAdminEventTypesPage)))
+
+		// t-paliad-246 / m/paliad#77 Slice A — Backup Mode admin page +
+		// API. Routes only register when Users is wired (matches the
+		// other admin routes); per-request 503 if BackupRunner itself
+		// is unwired (PALIAD_EXPORT_DIR unset).
+		protected.HandleFunc("GET /admin/backups", adminGate(users, gateOnboarded(handleAdminBackupsPage)))
+		protected.HandleFunc("POST /api/admin/backups/run", adminGate(users, handleAdminRunBackup))
+		protected.HandleFunc("GET /api/admin/backups", adminGate(users, handleAdminListBackups))
+		protected.HandleFunc("GET /api/admin/backups/{id}", adminGate(users, handleAdminGetBackup))
+		protected.HandleFunc("GET /api/admin/backups/{id}/file", adminGate(users, handleAdminDownloadBackup))
+
 		protected.HandleFunc("GET /api/admin/users", adminGate(users, handleAdminListUsers))
 		protected.HandleFunc("POST /api/admin/users", adminGate(users, handleAdminCreateUser))
 		protected.HandleFunc("POST /api/admin/users/full", adminGate(users, handleAdminCreateFullUser))
@@ -658,6 +675,9 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 		protected.HandleFunc("POST /api/approval-requests/{id}/approve", handleApproveApprovalRequest)
 		protected.HandleFunc("POST /api/approval-requests/{id}/reject", handleRejectApprovalRequest)
 		protected.HandleFunc("POST /api/approval-requests/{id}/revoke", handleRevokeApprovalRequest)
+		// t-paliad-252 — non-destructive sibling of /revoke: lets the
+		// requester revise the in-flight entity without withdrawing.
+		protected.HandleFunc("POST /api/approval-requests/{id}/edit-entity", handleEditPendingEntity)
 		protected.HandleFunc("POST /api/approval-requests/{id}/suggest-changes", handleSuggestChangesApprovalRequest)
 
 		// t-paliad-154 — form-time effective policy lookup. Reachable by

internal/handlers/projects.go

@@ -62,6 +62,10 @@ type dbServices struct {
 	projection     *services.ProjectionService
 	export         *services.ExportService
 
+	// t-paliad-246 — Backup Mode orchestrator. Nil when DATABASE_URL or
+	// PALIAD_EXPORT_DIR is unset (the /admin/backups routes return 503).
+	backup *services.BackupRunner
+
 	// t-paliad-238 — submission draft editor.
 	submissionDraft *services.SubmissionDraftService
 }

internal/handlers/submission_drafts.go

@@ -904,16 +904,33 @@ func buildSubmissionDraftView(ctx context.Context, d *services.SubmissionDraft,
 
 // resolveSubmissionTemplate returns the .docx bytes for the given
 // submission code. Lookup order matches the cronus design fallback chain
-// §8: per-firm template registered in submissionTemplateRegistry first,
-// then the universal HL Patents Style as the global fallback. The
-// returned SHA is the cache entry's commit SHA so the export audit row
-// can record provenance.
+// §8 plus the t-paliad-259 universal-skeleton slot:
+//
+//  1. per-firm per-submission_code template registered in
+//     submissionTemplateRegistry (e.g. de.inf.lg.erwidg.docx) — code-
+//     specific structure plus the full variable bag.
+//  2. universal _skeleton.docx — same variable bag, no submission_code-
+//     specific prose. Catches every code without a dedicated template
+//     so the editor preview / generate flow still has variables to
+//     substitute instead of falling through to the bare letterhead.
+//  3. universal HL Patents Style .dotm — macro-only letterhead, no
+//     placeholders. Final fallback when even the skeleton is unreachable
+//     (mWorkRepo outage etc.). Preserves the pre-t-paliad-259 behaviour
+//     for resilience.
+//
+// The returned SHA is the cache entry's commit SHA so the export audit
+// row can record provenance.
 func resolveSubmissionTemplate(ctx context.Context, submissionCode string) ([]byte, string, error) {
 	if data, sha, found, err := fetchSubmissionTemplateBytes(ctx, submissionCode); err != nil {
 		return nil, "", err
 	} else if found {
 		return data, sha, nil
 	}
+	if data, sha, err := fetchSubmissionSkeletonBytes(ctx); err == nil {
+		return data, sha, nil
+	} else {
+		log.Printf("submission_drafts: skeleton fetch failed for code=%s, falling back to HL Patents Style: %v", submissionCode, err)
+	}
 	bytes, err := fetchHLPatentsStyleBytes(ctx)
 	if err != nil {
 		return nil, "", err

internal/handlers/submissions.go

@@ -2,7 +2,8 @@ package handlers
 
 // Submission generator HTTP layer (t-paliad-230 — format-only scope
 // reduction of t-paliad-215; t-paliad-242 broadened the list endpoint
-// to the full cross-proceeding catalog).
+// to the full cross-proceeding catalog; t-paliad-253 promoted /generate
+// from format-only to the same merge engine the draft editor uses).
 //
 // Endpoints:
 //
@@ -15,17 +16,17 @@ package handlers
 //	       editor falls back to the universal HL Patents Style.
 //
 //	POST /api/projects/{id}/submissions/{code}/generate
-//	       Fetches the cached HL Patents Style .dotm (same proxy used
-//	       by /files/hl-patents-style.dotm), converts it to a clean
-//	       .docx via services.ConvertDotmToDocx, writes one
-//	       paliad.system_audit_log row, and streams the result as an
-//	       attachment download.
-//
-// No variable substitution, no per-submission templates, no
-// project_events/documents writes. Those layers are deferred to a
-// future "merge engine" slice; today's generator hands the lawyer a
-// clean .docx of the firm style and lets them edit and save under
-// their own filename.
+//	       Resolves the template through the cronus fallback chain
+//	       (per-firm `submissionTemplateRegistry[code]` first, HL
+//	       Patents Style as the universal fallback), builds a fresh
+//	       variable bag via SubmissionVarsService.Build, and runs the
+//	       SubmissionRenderer merge so every {{placeholder}} resolves
+//	       to project state (or `[KEIN WERT: key]` for empties). Writes
+//	       one paliad.system_audit_log row and streams the .docx as an
+//	       attachment download. The HL Patents Style fallback has no
+//	       placeholders today, so for codes without a per-firm template
+//	       the renderer is a no-op on substitution but still runs the
+//	       .dotm→.docx pre-pass.
 //
 // Visibility: every endpoint runs through ProjectService.GetByID
 // (paliad.can_see_project gate). Unauthorised callers get 404 — same
@@ -265,10 +266,16 @@ func hasPerSubmissionTemplate(submissionCode string) bool {
 	return ok
 }
 
-// handleGenerateProjectSubmission fetches the universal HL Patents
-// Style .dotm, converts it to a clean .docx, writes one audit row, and
-// streams the result. No variable substitution; the bytes that go down
-// the wire are the firm style template with macros stripped.
+// handleGenerateProjectSubmission resolves the per-submission template
+// (per-firm first, HL Patents Style fallback), builds a fresh variable
+// bag from project state via SubmissionVarsService, runs the merge
+// engine so every {{placeholder}} substitutes, writes one audit row,
+// and streams the result. Pre-t-paliad-253 this handler ignored the
+// per-firm registry and returned the bare HL Patents Style .dotm with
+// no substitution — the "Generieren" button on the Schriftsätze tab
+// therefore produced a generic firm-style .docx instead of a
+// project-merged Klageerwiderung, which is what m noticed in
+// m/paliad#84.
 func handleGenerateProjectSubmission(w http.ResponseWriter, r *http.Request) {
 	if !requireDB(w) {
 		return
@@ -277,6 +284,12 @@ func handleGenerateProjectSubmission(w http.ResponseWriter, r *http.Request) {
 	if !ok {
 		return
 	}
+	if dbSvc.submissionDraft == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{
+			"error": "submissions not configured",
+		})
+		return
+	}
 	projectID, err := uuid.Parse(r.PathValue("id"))
 	if err != nil {
 		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid project id"})
@@ -291,60 +304,37 @@ func handleGenerateProjectSubmission(w http.ResponseWriter, r *http.Request) {
 	ctx, cancel := context.WithTimeout(r.Context(), submissionRenderTimeout)
 	defer cancel()
 
-	project, err := dbSvc.projects.GetByID(ctx, uid, projectID)
+	tplBytes, _, err := resolveSubmissionTemplate(ctx, submissionCode)
 	if err != nil {
-		writeServiceError(w, err)
+		log.Printf("submissions: template fetch (project=%s code=%s): %v", projectID, submissionCode, err)
+		writeJSON(w, http.StatusBadGateway, map[string]string{"error": "template upstream unreachable"})
 		return
 	}
 
-	rule, err := loadPublishedRuleByCode(ctx, submissionCode)
+	docx, resolved, err := dbSvc.submissionDraft.RenderProjectSubmission(ctx, uid, projectID, submissionCode, tplBytes)
 	if err != nil {
-		if errors.Is(err, errRuleNotFound) {
+		if errors.Is(err, services.ErrSubmissionRuleNotFound) {
 			writeJSON(w, http.StatusNotFound, map[string]string{
 				"error": fmt.Sprintf("no published rule for submission_code %q", submissionCode),
 			})
 			return
 		}
-		log.Printf("submissions: load rule %q: %v", submissionCode, err)
-		writeJSON(w, http.StatusInternalServerError, map[string]string{"error": "rule lookup failed"})
+		// ErrNotVisible / project ErrNotFound from the visibility gate
+		// surface through writeServiceError as 404, matching the rest
+		// of the project surfaces.
+		log.Printf("submissions: render (project=%s code=%s): %v", projectID, submissionCode, err)
+		writeServiceError(w, err)
 		return
 	}
 
-	dotm, err := fetchHLPatentsStyleBytes(ctx)
-	if err != nil {
-		log.Printf("submissions: fetch HL Patents Style .dotm: %v", err)
-		writeJSON(w, http.StatusBadGateway, map[string]string{
-			"error": "template upstream unreachable",
-		})
-		return
-	}
-
-	docx, err := services.ConvertDotmToDocx(dotm)
-	if err != nil {
-		log.Printf("submissions: convert dotm for project %s code %s: %v", projectID, submissionCode, err)
-		writeJSON(w, http.StatusInternalServerError, map[string]string{
-			"error": "convert failed",
-		})
-		return
-	}
-
-	user, err := dbSvc.users.GetByID(ctx, uid)
-	if err != nil {
-		log.Printf("submissions: load user %s: %v", uid, err)
-	}
-	lang := "de"
-	if user != nil && user.Lang != "" {
-		lang = user.Lang
-	}
-
-	filename := submissionFileName(rule, project, lang)
+	filename := submissionFileName(resolved.Rule, resolved.Project, resolved.Lang)
 
 	// Audit write is best-effort with a background context so the
 	// download still succeeds if the DB races. Audit failure here only
 	// affects the system_audit_log feed — never the user's response.
 	bgCtx, cancelBG := context.WithTimeout(context.Background(), 10*time.Second)
 	defer cancelBG()
-	if err := writeSubmissionAuditRow(bgCtx, user, project.ID, submissionCode, rule.Name, filename); err != nil {
+	if err := writeSubmissionAuditRow(bgCtx, resolved.User, projectID, submissionCode, resolved.Rule.Name, filename); err != nil {
 		log.Printf("submissions: audit insert failed (project=%s code=%s): %v", projectID, submissionCode, err)
 	}
 
@@ -356,41 +346,6 @@ func handleGenerateProjectSubmission(w http.ResponseWriter, r *http.Request) {
 	}
 }
 
-// errRuleNotFound is the sentinel for "no published rule with that
-// submission_code" — distinguished from a generic DB error so the
-// handler returns 404 instead of 500.
-var errRuleNotFound = errors.New("submission rule not found")
-
-// loadPublishedRuleByCode fetches the rule the user requested. Only
-// published+active rows resolve; drafts and archived rules never feed
-// a real submission.
-func loadPublishedRuleByCode(ctx context.Context, submissionCode string) (*models.DeadlineRule, error) {
-	if submissionCode == "" {
-		return nil, errRuleNotFound
-	}
-	var rule models.DeadlineRule
-	err := dbSvc.projects.DB().GetContext(ctx, &rule,
-		`SELECT id, proceeding_type_id, parent_id, submission_code, name, name_en,
-		        description, primary_party, event_type, duration_value, duration_unit,
-		        timing, rule_code, deadline_notes, deadline_notes_en, sequence_order,
-		        alt_duration_value, alt_duration_unit, alt_rule_code, anchor_alt,
-		        concept_id, legal_source, is_spawn, spawn_label, is_active,
-		        created_at, updated_at, lifecycle_state
-		   FROM paliad.deadline_rules
-		  WHERE submission_code = $1
-		    AND lifecycle_state = 'published'
-		    AND is_active = true
-		  ORDER BY sequence_order
-		  LIMIT 1`, submissionCode)
-	if err != nil {
-		if strings.Contains(err.Error(), "no rows") {
-			return nil, errRuleNotFound
-		}
-		return nil, err
-	}
-	return &rule, nil
-}
-
 // submissionFileName produces the user-facing download name per
 // design §7: {rule.name}-{project.case_number}-{YYYY-MM-DD}.docx.
 // Empty case_number drops the segment entirely (no fallback hash —

internal/models/models.go

@@ -313,6 +313,14 @@ type Deadline struct {
 	// changes to paliad.deadline_rules and accepts citations from
 	// outside that table.
 	RuleCode        *string    `db:"rule_code"         json:"rule_code,omitempty"`
+	// CustomRuleText holds the lawyer's free-text rule label when the
+	// deadline form is in Custom mode (t-paliad-258 / m/paliad#89).
+	// Mutually exclusive with RuleID at the application layer: the Auto
+	// path sets RuleID and leaves this NULL; the Custom path sets this
+	// and leaves RuleID NULL. Display surfaces prefer the joined
+	// deadline_rules.name when RuleID is set, else fall back to this
+	// text + a "Custom" badge.
+	CustomRuleText  *string    `db:"custom_rule_text"  json:"custom_rule_text,omitempty"`
 	Status          string     `db:"status"            json:"status"`
 	CompletedAt     *time.Time `db:"completed_at"      json:"completed_at,omitempty"`
 	CalDAVUID       *string    `db:"caldav_uid"        json:"caldav_uid,omitempty"`
@@ -721,6 +729,14 @@ type ProceedingType struct {
 	DefaultColor string  `db:"default_color"  json:"default_color"`
 	SortOrder    int     `db:"sort_order"     json:"sort_order"`
 	IsActive     bool    `db:"is_active"      json:"is_active"`
+	// TriggerEventLabel{DE,EN}: optional caption for /tools/verfahrensablauf
+	// "Auslösendes Ereignis". When set, overrides the proceedingName fallback
+	// that fires when no rule has IsRootEvent=true. Populated for UPC Appeal
+	// (mig 121) so the caption reads "Anfechtbare Entscheidung" /
+	// "Appealable Decision" instead of "Berufungsverfahren" / "Appeal".
+	// NULL on most proceedings — they already carry a root rule.
+	TriggerEventLabelDE *string `db:"trigger_event_label_de" json:"trigger_event_label_de,omitempty"`
+	TriggerEventLabelEN *string `db:"trigger_event_label_en" json:"trigger_event_label_en,omitempty"`
 }
 
 // TriggerEvent is a UPC procedural event that can start one or more deadlines

internal/services/approval_service.go

@@ -41,6 +41,7 @@ import (
 	"encoding/json"
 	"errors"
 	"fmt"
+	"maps"
 	"strings"
 	"time"
 
@@ -364,6 +365,135 @@ func (s *ApprovalService) Revoke(ctx context.Context, requestID, callerID uuid.U
 	return s.decide(ctx, requestID, callerID, RequestStatusRevoked, "")
 }
 
+// EditPendingEntity lets the REQUESTER of a pending approval_request revise
+// the in-flight entity (e.g. tweak the title or due_date on a pending
+// create) without withdrawing the request. t-paliad-252 / m/paliad#83 added
+// this as the non-destructive sibling of Revoke — m's mental model is
+// "withdraw deletes the event; let me edit the event instead, keep the
+// approval request alive".
+//
+// Authorization: caller MUST be the original requested_by (no approver can
+// edit on the requester's behalf — that would collapse into SuggestChanges).
+// Request status MUST be pending.
+//
+// Allowlist: uses the WIDER counter-allowlist already maintained for
+// SuggestChanges (buildCounterSetClauses) — every editable field on the
+// entity, not just the date-bearing approval triggers. Unknown keys are
+// silently dropped. Returns ErrSuggestionRequiresChange when fields carries
+// no allowlisted key for the entity_type (would be a no-op write).
+//
+// Side effects in one tx: entity columns updated (and event_type_ids junction
+// rewritten for deadlines), approval_request.payload merged with the new
+// values so the approver sees what was revised, and a distinct
+// `<entity>_approval_edited_by_requester` project_event emitted so the
+// Verlauf shows the revision separately from the original *_requested row.
+//
+// The approval_request stays pending; entity.approval_status stays pending.
+// The approver inbox sees a fresh updated_at + the merged payload.
+func (s *ApprovalService) EditPendingEntity(ctx context.Context, requestID, callerID uuid.UUID, fields map[string]any) error {
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return fmt.Errorf("begin tx: %w", err)
+	}
+	defer tx.Rollback() //nolint:errcheck
+
+	req, err := s.getRequestForUpdate(ctx, tx, requestID)
+	if err != nil {
+		return err
+	}
+	if req.Status != RequestStatusPending {
+		return fmt.Errorf("%w: status=%s", ErrRequestNotPending, req.Status)
+	}
+	if callerID != req.RequestedBy {
+		return ErrNotApprover
+	}
+
+	// Validate the counter-allowlist intersect produces at least one
+	// settable column. applyEntityUpdate also wraps this check; pre-checking
+	// here lets us emit a cleaner error before opening the entity-write.
+	if _, _, err := buildCounterSetClauses(req.EntityType, fields); err != nil {
+		// Already wraps ErrSuggestionRequiresChange for empty / title-cleared
+		// cases. Propagate verbatim.
+		return err
+	}
+
+	// Apply the field updates to the entity row via the shared
+	// counter-allowlist path (same as SuggestChanges).
+	if err := s.applyEntityUpdate(ctx, tx, req.EntityType, req.EntityID, fields); err != nil {
+		return err
+	}
+
+	// Merge new fields into the request payload so the approver's inbox
+	// reflects what the requester revised to. Keys overwrite; event_type_ids
+	// is replaced wholesale per the same semantics applyEntityUpdate uses
+	// for the junction rewrite.
+	var existing map[string]any
+	if len(req.Payload) > 0 {
+		if err := json.Unmarshal(req.Payload, &existing); err != nil {
+			return fmt.Errorf("unmarshal payload: %w", err)
+		}
+	}
+	if existing == nil {
+		existing = map[string]any{}
+	}
+	maps.Copy(existing, fields)
+	merged, err := json.Marshal(existing)
+	if err != nil {
+		return fmt.Errorf("marshal merged payload: %w", err)
+	}
+	now := time.Now().UTC()
+	if _, err := tx.ExecContext(ctx,
+		`UPDATE paliad.approval_requests
+		   SET payload = $1, updated_at = $2
+		 WHERE id = $3`,
+		merged, now, requestID); err != nil {
+		return fmt.Errorf("update payload: %w", err)
+	}
+
+	// Audit emit. Distinct event_type so the Verlauf surfaces the revision
+	// separately from the original *_requested or any decision row.
+	verlaufKind := "edited_by_requester"
+	eventType := approvalEventType(req.EntityType, verlaufKind)
+	descPtr := approvalDescription(verlaufKind, req.RequiredRole, req.LifecycleEvent)
+	editedKeys := sortedKeys(fields)
+	meta := map[string]any{
+		"approval_request_id":  req.ID.String(),
+		"lifecycle_event":      req.LifecycleEvent,
+		req.EntityType + "_id": req.EntityID.String(),
+		"edited_fields":        editedKeys,
+	}
+	if err := insertProjectEventWithMeta(ctx, tx, req.ProjectID, callerID, eventType, eventType, descPtr, meta); err != nil {
+		return err
+	}
+	return tx.Commit()
+}
+
+// sortedKeys returns m's keys in stable alphabetical order so the audit-log
+// metadata is byte-for-byte stable across calls (helps when diffing audit
+// logs or asserting on them in tests).
+func sortedKeys(m map[string]any) []string {
+	out := make([]string, 0, len(m))
+	for k := range m {
+		out = append(out, k)
+	}
+	// Use the stdlib sort; the slice is small (≤ counter-allowlist size).
+	sortStrings(out)
+	return out
+}
+
+// sortStrings: indirection so we don't add a new top-level import group.
+// In Go 1.21+ slices.Sort exists; this package is currently importing
+// strings + standard libs and adding "sort" would re-fan the imports.
+// Kept as a one-line wrapper to localise the dependency if a later move
+// to slices.Sort feels right.
+func sortStrings(s []string) {
+	for i := 1; i < len(s); i++ {
+		for j := i; j > 0 && s[j-1] > s[j]; j-- {
+			s[j-1], s[j] = s[j], s[j-1]
+		}
+	}
+}
+
 // SuggestChanges is the fourth approval action (t-paliad-216). The caller
 // proposes a counter-payload + optional free-text note; in one transaction
 // we close the old request as 'changes_requested', revert the entity from

internal/services/backup_service.go

@@ -0,0 +1,555 @@
+package services
+
+// Backup Mode runtime (t-paliad-246 / m/paliad#77 Slice A).
+//
+// One file because all four pieces are tightly coupled:
+//
+//   - ArtifactStore interface + LocalDiskStore implementation
+//     (storage abstraction; m picked local disk for v1, the interface
+//     stays so a future swap to Supabase Storage is one impl away).
+//
+//   - BackupRunner — the orchestration the on-demand handler and the
+//     (Slice B) scheduler share. Wraps the export pipeline:
+//        1. INSERT paliad.backups (status='running')
+//        2. INSERT paliad.system_audit_log (event_type='backup_created')
+//        3. ExportService.WriteOrg → in-memory buffer
+//        4. ArtifactStore.Put → file
+//        5. UPDATE paliad.backups (status='done', storage_uri, …)
+//        6. PATCH paliad.system_audit_log metadata
+//
+// Design: docs/design-backup-mode-2026-05-25.md.
+
+import (
+	"bytes"
+	"context"
+	"encoding/json"
+	"errors"
+	"fmt"
+	"io"
+	"net/url"
+	"os"
+	"path/filepath"
+	"strings"
+	"time"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+)
+
+// ---------------------------------------------------------------------------
+// ArtifactStore interface + LocalDiskStore impl
+// ---------------------------------------------------------------------------
+
+// ArtifactStore persists the bytes of a backup artifact. The interface
+// is deliberately small so Slice B can drop in a SupabaseStorageStore
+// (or any object-store implementation) without changing the runner.
+//
+// URIs returned by Put are opaque to callers — they round-trip through
+// Get/Delete. v1's LocalDiskStore uses `file://<absolute-path>`.
+type ArtifactStore interface {
+	// Put writes the given body to the store under the given key and
+	// returns the URI for later retrieval. Implementations must overwrite
+	// an existing object at the same key (catalog rows make keys unique
+	// in practice, but the contract is overwrite-on-conflict to keep
+	// retries idempotent).
+	Put(ctx context.Context, key string, body []byte) (uri string, err error)
+	// Get streams the artifact bytes at the given URI.
+	Get(ctx context.Context, uri string) (rc io.ReadCloser, size int64, err error)
+	// Delete removes the artifact at the given URI. Returns nil if the
+	// artifact is already absent (idempotent).
+	Delete(ctx context.Context, uri string) error
+}
+
+// LocalDiskStore is the v1 ArtifactStore — writes artifacts to a local
+// directory specified at construction time. Mode 0700 on the directory
+// + 0600 on artifact files keeps the files private to the paliad
+// process owner on the Dokploy host.
+type LocalDiskStore struct {
+	dir string
+}
+
+// NewLocalDiskStore creates a LocalDiskStore rooted at dir. Creates the
+// directory (0700) if it doesn't exist. Returns an error if dir is
+// empty or the mkdir fails.
+func NewLocalDiskStore(dir string) (*LocalDiskStore, error) {
+	if strings.TrimSpace(dir) == "" {
+		return nil, errors.New("LocalDiskStore: empty directory")
+	}
+	if err := os.MkdirAll(dir, 0o700); err != nil {
+		return nil, fmt.Errorf("LocalDiskStore mkdir %q: %w", dir, err)
+	}
+	abs, err := filepath.Abs(dir)
+	if err != nil {
+		return nil, fmt.Errorf("LocalDiskStore abs %q: %w", dir, err)
+	}
+	return &LocalDiskStore{dir: abs}, nil
+}
+
+// Put writes body to <dir>/<key>. Returns a file:// URI.
+func (s *LocalDiskStore) Put(_ context.Context, key string, body []byte) (string, error) {
+	if err := validateKey(key); err != nil {
+		return "", err
+	}
+	full := filepath.Join(s.dir, key)
+	if err := os.WriteFile(full, body, 0o600); err != nil {
+		return "", fmt.Errorf("LocalDiskStore write %q: %w", full, err)
+	}
+	return "file://" + full, nil
+}
+
+// Get opens the file referenced by uri. Returns a *os.File (io.ReadCloser)
+// + the file's size in bytes.
+func (s *LocalDiskStore) Get(_ context.Context, uri string) (io.ReadCloser, int64, error) {
+	path, err := s.pathFromURI(uri)
+	if err != nil {
+		return nil, 0, err
+	}
+	info, err := os.Stat(path)
+	if err != nil {
+		return nil, 0, fmt.Errorf("LocalDiskStore stat %q: %w", path, err)
+	}
+	f, err := os.Open(path)
+	if err != nil {
+		return nil, 0, fmt.Errorf("LocalDiskStore open %q: %w", path, err)
+	}
+	return f, info.Size(), nil
+}
+
+// Delete removes the file referenced by uri. Idempotent — missing file
+// is treated as success.
+func (s *LocalDiskStore) Delete(_ context.Context, uri string) error {
+	path, err := s.pathFromURI(uri)
+	if err != nil {
+		return err
+	}
+	if err := os.Remove(path); err != nil && !errors.Is(err, os.ErrNotExist) {
+		return fmt.Errorf("LocalDiskStore remove %q: %w", path, err)
+	}
+	return nil
+}
+
+// pathFromURI parses a file:// URI and validates that the resolved
+// path is inside this store's directory. Defense-in-depth against a
+// malformed catalog row pointing at an arbitrary file.
+func (s *LocalDiskStore) pathFromURI(uri string) (string, error) {
+	u, err := url.Parse(uri)
+	if err != nil {
+		return "", fmt.Errorf("LocalDiskStore parse uri %q: %w", uri, err)
+	}
+	if u.Scheme != "file" {
+		return "", fmt.Errorf("LocalDiskStore: unsupported uri scheme %q (want file://)", u.Scheme)
+	}
+	// url.Parse drops the leading "/" for file:// URIs into u.Path.
+	path := u.Path
+	if u.Host != "" {
+		// "file://host/path" — we don't issue these. Reject.
+		return "", fmt.Errorf("LocalDiskStore: file:// uri with host is unsupported (%q)", uri)
+	}
+	clean := filepath.Clean(path)
+	rel, err := filepath.Rel(s.dir, clean)
+	if err != nil || strings.HasPrefix(rel, "..") {
+		return "", fmt.Errorf("LocalDiskStore: uri %q resolves outside store dir %q", uri, s.dir)
+	}
+	return clean, nil
+}
+
+// validateKey rejects keys that would escape the store dir (path
+// separators, "..", absolute paths). Backup runner uses
+// "<uuid>.zip" so this is a defensive guard.
+func validateKey(key string) error {
+	if key == "" {
+		return errors.New("ArtifactStore: empty key")
+	}
+	if strings.ContainsAny(key, "/\\") {
+		return fmt.Errorf("ArtifactStore: key %q contains path separator", key)
+	}
+	if strings.Contains(key, "..") {
+		return fmt.Errorf("ArtifactStore: key %q contains traversal", key)
+	}
+	if filepath.IsAbs(key) {
+		return fmt.Errorf("ArtifactStore: key %q is absolute", key)
+	}
+	return nil
+}
+
+// ---------------------------------------------------------------------------
+// BackupRunner
+// ---------------------------------------------------------------------------
+
+// BackupKind discriminates a scheduled run from an on-demand one.
+const (
+	BackupKindOnDemand  = "on_demand"
+	BackupKindScheduled = "scheduled"
+)
+
+// BackupStatus values mirror the paliad.backups status check constraint.
+const (
+	BackupStatusRunning = "running"
+	BackupStatusDone    = "done"
+	BackupStatusFailed  = "failed"
+)
+
+// SystemActorEmail is the sentinel actor_email written for scheduled
+// backups (kind='scheduled'). Matches design §3.4 — we don't seed a
+// phantom user, we just stamp the audit row with a stable sentinel.
+const SystemActorEmail = "system@paliad"
+
+// BackupActor identifies who requested a backup. For kind='scheduled'
+// pass (nil, SystemActorEmail, "Paliad Backup System"). For on-demand
+// pass the calling admin's id/email/display_name.
+type BackupActor struct {
+	ID    *uuid.UUID
+	Email string
+	Label string
+}
+
+// BackupResult is what Run returns to the caller. Empty on failure
+// (the error gets the failure detail; the catalog/audit rows are
+// already updated).
+type BackupResult struct {
+	ID         uuid.UUID
+	AuditID    uuid.UUID
+	StorageURI string
+	SizeBytes  int64
+	RowCounts  map[string]int
+	SheetCount int
+}
+
+// BackupRunner orchestrates one backup run. Stateless except for the
+// wired dependencies; safe to share across goroutines (the handler
+// holds one instance; the Slice B scheduler will hold the same one).
+type BackupRunner struct {
+	db     *sqlx.DB
+	export *ExportService
+	store  ArtifactStore
+}
+
+// NewBackupRunner wires the runner. All three deps are required; the
+// caller (cmd/server/main.go) is responsible for instantiating the
+// ArtifactStore from env config.
+func NewBackupRunner(db *sqlx.DB, export *ExportService, store ArtifactStore) *BackupRunner {
+	return &BackupRunner{db: db, export: export, store: store}
+}
+
+// Store returns the configured store. Exposed for the download handler
+// to stream artifacts via Get.
+func (r *BackupRunner) Store() ArtifactStore { return r.store }
+
+// Run performs one backup. Writes catalog + audit rows, generates the
+// bundle via ExportService.WriteOrg, uploads to the configured store,
+// patches catalog + audit on success/failure.
+//
+// On any error after the catalog/audit rows are written, the rows are
+// patched to status='failed' / event_type='backup_failed' before
+// returning. The returned error is always the export/upload failure —
+// catalog-update failures during the failure-recovery path are best-
+// effort logged but not surfaced (the real error is the one to bubble).
+func (r *BackupRunner) Run(ctx context.Context, kind string, actor BackupActor) (BackupResult, error) {
+	if kind != BackupKindOnDemand && kind != BackupKindScheduled {
+		return BackupResult{}, fmt.Errorf("BackupRunner.Run: invalid kind %q", kind)
+	}
+	if actor.Email == "" {
+		return BackupResult{}, errors.New("BackupRunner.Run: empty actor email")
+	}
+
+	now := time.Now().UTC()
+	spec := ExportSpec{
+		Scope:       ExportScopeOrg,
+		ActorID:     uuid.Nil, // overwritten below when actor.ID != nil
+		ActorEmail:  actor.Email,
+		ActorLabel:  actor.Label,
+		GeneratedAt: now,
+	}
+	if actor.ID != nil {
+		spec.ActorID = *actor.ID
+	}
+
+	// Step 1+2: catalog row (status='running') + audit row
+	// (event_type='backup_created'). Both happen before the export
+	// generation so failure paths can always find them.
+	catalogID, err := r.insertCatalogRow(ctx, kind, actor, uuid.Nil, now)
+	if err != nil {
+		return BackupResult{}, fmt.Errorf("backup catalog insert: %w", err)
+	}
+	auditID, err := r.insertAuditRow(ctx, kind, actor, catalogID, now)
+	if err != nil {
+		// Best-effort patch on the catalog row so it doesn't sit
+		// "running" forever.
+		r.patchCatalogRowFailed(context.Background(), catalogID, fmt.Errorf("audit insert: %w", err))
+		return BackupResult{}, fmt.Errorf("backup audit insert: %w", err)
+	}
+	// Back-link the audit id into the catalog row so the UI can JOIN.
+	if err := r.linkAuditID(ctx, catalogID, auditID); err != nil {
+		// Non-fatal — the link is for UI convenience, not correctness.
+		// The error is logged via the patch path; we keep going.
+	}
+
+	// Step 3: generate the bundle into an in-memory buffer. We materialise
+	// fully before uploading so a partial upload doesn't strand bytes in
+	// the store under a "done" catalog row.
+	var buf bytes.Buffer
+	meta, err := r.export.WriteOrg(ctx, &buf, spec)
+	if err != nil {
+		r.failRun(context.Background(), catalogID, auditID, fmt.Errorf("generate: %w", err))
+		return BackupResult{}, fmt.Errorf("backup generate: %w", err)
+	}
+
+	// Step 4: upload to storage. Key = "<catalog_id>.zip".
+	key := catalogID.String() + ".zip"
+	uri, err := r.store.Put(ctx, key, buf.Bytes())
+	if err != nil {
+		r.failRun(context.Background(), catalogID, auditID, fmt.Errorf("upload: %w", err))
+		return BackupResult{}, fmt.Errorf("backup upload: %w", err)
+	}
+
+	// Step 5+6: patch catalog + audit on success.
+	size := int64(buf.Len())
+	sheetCount := len(meta.RowCounts)
+	if err := r.patchCatalogRowDone(ctx, catalogID, uri, size, sheetCount, meta); err != nil {
+		// At this point the artifact is on disk, the audit row was
+		// inserted, and the only thing that failed is the catalog
+		// flip. Surface as an error so the handler can log; the
+		// artifact is recoverable manually via the audit metadata.
+		return BackupResult{}, fmt.Errorf("backup catalog patch: %w", err)
+	}
+	if err := r.patchAuditRowDone(ctx, auditID, uri, size, sheetCount, meta); err != nil {
+		// Non-fatal — the catalog row is already authoritative; the
+		// audit row is the audit-trail twin. Log via the caller.
+	}
+
+	return BackupResult{
+		ID:         catalogID,
+		AuditID:    auditID,
+		StorageURI: uri,
+		SizeBytes:  size,
+		RowCounts:  meta.RowCounts,
+		SheetCount: sheetCount,
+	}, nil
+}
+
+// RecordDownload writes a paliad.system_audit_log row of
+// event_type='backup_downloaded' when an admin downloads a backup
+// via /api/admin/backups/{id}/file. Separate row per click — the
+// existing 'backup_created' row stays untouched.
+func (r *BackupRunner) RecordDownload(ctx context.Context, backupID uuid.UUID, by BackupActor) error {
+	if by.Email == "" {
+		return errors.New("BackupRunner.RecordDownload: empty actor email")
+	}
+	meta, _ := json.Marshal(map[string]any{
+		"backup_id":            backupID.String(),
+		"downloaded_by_email":  by.Email,
+		"downloaded_at":        time.Now().UTC().Format(time.RFC3339),
+	})
+	var actorID any
+	if by.ID != nil {
+		actorID = *by.ID
+	}
+	_, err := r.db.ExecContext(ctx,
+		`INSERT INTO paliad.system_audit_log
+		      (event_type, actor_id, actor_email, scope, scope_root, metadata)
+		 VALUES ('backup_downloaded', $1, $2, 'org', NULL, $3::jsonb)`,
+		actorID, by.Email, string(meta),
+	)
+	if err != nil {
+		return fmt.Errorf("backup_downloaded audit insert: %w", err)
+	}
+	return nil
+}
+
+// ---------------------------------------------------------------------------
+// Catalog read helpers (List + Get for the admin UI)
+// ---------------------------------------------------------------------------
+
+// BackupSummary is the row shape returned by ListBackups + GetBackup —
+// shaped for the /admin/backups UI. Nullable columns are pointers.
+type BackupSummary struct {
+	ID                uuid.UUID  `db:"id" json:"id"`
+	Kind              string     `db:"kind" json:"kind"`
+	Status            string     `db:"status" json:"status"`
+	RequestedBy       *uuid.UUID `db:"requested_by" json:"requested_by,omitempty"`
+	RequestedByEmail  string     `db:"requested_by_email" json:"requested_by_email"`
+	AuditID           *uuid.UUID `db:"audit_id" json:"audit_id,omitempty"`
+	StorageURI        *string    `db:"storage_uri" json:"storage_uri,omitempty"`
+	SizeBytes         *int64     `db:"size_bytes" json:"size_bytes,omitempty"`
+	RowCounts         []byte     `db:"row_counts" json:"row_counts,omitempty"`
+	SheetCount        *int       `db:"sheet_count" json:"sheet_count,omitempty"`
+	Warnings          []byte     `db:"warnings" json:"warnings,omitempty"`
+	Error             *string    `db:"error" json:"error,omitempty"`
+	StartedAt         time.Time  `db:"started_at" json:"started_at"`
+	FinishedAt        *time.Time `db:"finished_at" json:"finished_at,omitempty"`
+	DeletedAt         *time.Time `db:"deleted_at" json:"deleted_at,omitempty"`
+}
+
+// ListBackups returns the most recent backups (highest started_at first),
+// capped at limit. limit <= 0 means default (100).
+func (r *BackupRunner) ListBackups(ctx context.Context, limit int) ([]BackupSummary, error) {
+	if limit <= 0 {
+		limit = 100
+	}
+	var rows []BackupSummary
+	err := r.db.SelectContext(ctx, &rows,
+		`SELECT id, kind, status, requested_by, requested_by_email, audit_id,
+		         storage_uri, size_bytes, row_counts, sheet_count, warnings,
+		         error, started_at, finished_at, deleted_at
+		    FROM paliad.backups
+		ORDER BY started_at DESC
+		   LIMIT $1`,
+		limit,
+	)
+	if err != nil {
+		return nil, fmt.Errorf("list backups: %w", err)
+	}
+	return rows, nil
+}
+
+// GetBackup fetches one backup by id. Returns sql.ErrNoRows when not
+// found (caller maps to 404).
+func (r *BackupRunner) GetBackup(ctx context.Context, id uuid.UUID) (BackupSummary, error) {
+	var row BackupSummary
+	err := r.db.GetContext(ctx, &row,
+		`SELECT id, kind, status, requested_by, requested_by_email, audit_id,
+		         storage_uri, size_bytes, row_counts, sheet_count, warnings,
+		         error, started_at, finished_at, deleted_at
+		    FROM paliad.backups
+		   WHERE id = $1`,
+		id,
+	)
+	if err != nil {
+		return BackupSummary{}, err
+	}
+	return row, nil
+}
+
+// ---------------------------------------------------------------------------
+// Catalog + audit SQL helpers (private — used by Run + RecordDownload).
+// ---------------------------------------------------------------------------
+
+func (r *BackupRunner) insertCatalogRow(ctx context.Context, kind string, actor BackupActor, auditID uuid.UUID, now time.Time) (uuid.UUID, error) {
+	var actorID any
+	if actor.ID != nil {
+		actorID = *actor.ID
+	}
+	var auditArg any
+	if auditID != uuid.Nil {
+		auditArg = auditID
+	}
+	var id uuid.UUID
+	err := r.db.QueryRowxContext(ctx,
+		`INSERT INTO paliad.backups
+		      (kind, status, requested_by, requested_by_email, audit_id, started_at)
+		 VALUES ($1, 'running', $2, $3, $4, $5)
+		 RETURNING id`,
+		kind, actorID, actor.Email, auditArg, now,
+	).Scan(&id)
+	if err != nil {
+		return uuid.Nil, err
+	}
+	return id, nil
+}
+
+func (r *BackupRunner) insertAuditRow(ctx context.Context, kind string, actor BackupActor, catalogID uuid.UUID, now time.Time) (uuid.UUID, error) {
+	meta, _ := json.Marshal(map[string]any{
+		"kind":                  kind,
+		"catalog_id":            catalogID.String(),
+		"requested_by_email":    actor.Email,
+		"requested_at":          now.Format(time.RFC3339),
+	})
+	var actorID any
+	if actor.ID != nil {
+		actorID = *actor.ID
+	}
+	var id uuid.UUID
+	err := r.db.QueryRowxContext(ctx,
+		`INSERT INTO paliad.system_audit_log
+		      (event_type, actor_id, actor_email, scope, scope_root, metadata)
+		 VALUES ('backup_created', $1, $2, 'org', NULL, $3::jsonb)
+		 RETURNING id`,
+		actorID, actor.Email, string(meta),
+	).Scan(&id)
+	if err != nil {
+		return uuid.Nil, err
+	}
+	return id, nil
+}
+
+func (r *BackupRunner) linkAuditID(ctx context.Context, catalogID, auditID uuid.UUID) error {
+	_, err := r.db.ExecContext(ctx,
+		`UPDATE paliad.backups SET audit_id = $2 WHERE id = $1`,
+		catalogID, auditID,
+	)
+	return err
+}
+
+func (r *BackupRunner) patchCatalogRowDone(ctx context.Context, id uuid.UUID, uri string, size int64, sheetCount int, meta ExportMeta) error {
+	rcJSON, _ := json.Marshal(meta.RowCounts)
+	warnJSON, _ := json.Marshal(meta.Warnings)
+	if meta.Warnings == nil {
+		warnJSON = []byte("[]")
+	}
+	_, err := r.db.ExecContext(ctx,
+		`UPDATE paliad.backups
+		    SET status      = 'done',
+		        storage_uri = $2,
+		        size_bytes  = $3,
+		        sheet_count = $4,
+		        row_counts  = $5::jsonb,
+		        warnings    = $6::jsonb,
+		        finished_at = now()
+		  WHERE id = $1`,
+		id, uri, size, sheetCount, string(rcJSON), string(warnJSON),
+	)
+	return err
+}
+
+func (r *BackupRunner) patchCatalogRowFailed(ctx context.Context, id uuid.UUID, runErr error) {
+	_, _ = r.db.ExecContext(ctx,
+		`UPDATE paliad.backups
+		    SET status      = 'failed',
+		        error       = $2,
+		        finished_at = now()
+		  WHERE id = $1`,
+		id, runErr.Error(),
+	)
+}
+
+func (r *BackupRunner) patchAuditRowDone(ctx context.Context, id uuid.UUID, uri string, size int64, sheetCount int, meta ExportMeta) error {
+	payload, _ := json.Marshal(map[string]any{
+		"row_counts":      meta.RowCounts,
+		"file_size_bytes": size,
+		"sheet_count":     sheetCount,
+		"storage_uri":     uri,
+		"warnings":        meta.Warnings,
+		"completed_at":    time.Now().UTC().Format(time.RFC3339),
+	})
+	_, err := r.db.ExecContext(ctx,
+		`UPDATE paliad.system_audit_log
+		    SET metadata = metadata || $2::jsonb,
+		        updated_at = now()
+		  WHERE id = $1`,
+		id, string(payload),
+	)
+	return err
+}
+
+func (r *BackupRunner) patchAuditRowFailed(ctx context.Context, id uuid.UUID, runErr error) {
+	payload, _ := json.Marshal(map[string]any{
+		"error":     runErr.Error(),
+		"failed_at": time.Now().UTC().Format(time.RFC3339),
+	})
+	_, _ = r.db.ExecContext(ctx,
+		`UPDATE paliad.system_audit_log
+		    SET event_type = 'backup_failed',
+		        metadata = metadata || $2::jsonb,
+		        updated_at = now()
+		  WHERE id = $1`,
+		id, string(payload),
+	)
+}
+
+// failRun is the shared failure-recovery path: patch the catalog +
+// audit rows to their failed states. Uses a context.Background so the
+// patch happens even if the original ctx is already cancelled.
+func (r *BackupRunner) failRun(ctx context.Context, catalogID, auditID uuid.UUID, runErr error) {
+	r.patchCatalogRowFailed(ctx, catalogID, runErr)
+	r.patchAuditRowFailed(ctx, auditID, runErr)
+}

internal/services/backup_service_test.go

@@ -0,0 +1,193 @@
+package services
+
+// Pure-function tests for the Backup Mode runtime (t-paliad-246 / m/paliad#77).
+//
+// Live DB behaviour (the actual org dump end-to-end) needs a Postgres;
+// it would live in backup_service_live_test.go under TEST_DATABASE_URL.
+// This file covers the bits that don't need a database:
+//
+//   - orgSheetQueries registry shape: no duplicates, no excluded
+//     paliadin sheets, predictable prefix split between entity and ref.
+//   - LocalDiskStore Put / Get / Delete round-trip, key validation,
+//     URI traversal rejection.
+
+import (
+	"bytes"
+	"context"
+	"io"
+	"os"
+	"path/filepath"
+	"strings"
+	"testing"
+)
+
+// ---------------------------------------------------------------------------
+// orgSheetQueries registry
+// ---------------------------------------------------------------------------
+
+func TestOrgSheetQueries_NoDuplicates(t *testing.T) {
+	seen := map[string]bool{}
+	for _, sq := range orgSheetQueries() {
+		if seen[sq.SheetName] {
+			t.Fatalf("duplicate sheet name in orgSheetQueries: %q", sq.SheetName)
+		}
+		seen[sq.SheetName] = true
+	}
+}
+
+func TestOrgSheetQueries_ExcludesPaliadinTables(t *testing.T) {
+	// m's t-paliad-214 Q5 decision + this design's §11 Q3 default:
+	// paliadin_turns and paliadin_aichat_conversation must be ABSENT
+	// from the registry (structural exclusion, not just column-drop).
+	for _, sq := range orgSheetQueries() {
+		name := sq.SheetName
+		if strings.Contains(name, "paliadin") {
+			t.Fatalf("orgSheetQueries leaked paliadin sheet: %q (m's Q3 mandates structural exclusion)", name)
+		}
+		// Belt-and-braces: SQL bodies should not reference the tables
+		// either (no UNION joins, no subqueries pulling them in).
+		if strings.Contains(sq.SQL, "paliadin_turns") || strings.Contains(sq.SQL, "paliadin_aichat_conversation") {
+			t.Fatalf("orgSheetQueries[%q] SQL references a paliadin table: %s", name, sq.SQL)
+		}
+	}
+}
+
+func TestOrgSheetQueries_RefSheetsPrefixed(t *testing.T) {
+	// Every sheet whose data is read-only reference material is
+	// expected to use the `ref__` prefix. The writer's downstream
+	// consumers rely on this convention to group reference data
+	// visually in the workbook.
+	for _, sq := range orgSheetQueries() {
+		if !strings.HasPrefix(sq.SheetName, "ref__") {
+			continue
+		}
+		// Reference sheets shouldn't carry per-row WHERE clauses (they
+		// dump the whole reference table for portability).
+		if strings.Contains(strings.ToUpper(sq.SQL), "WHERE") {
+			t.Fatalf("orgSheetQueries[%q] is ref__ but has a WHERE clause; reference sheets dump the whole table", sq.SheetName)
+		}
+	}
+}
+
+func TestOrgSheetQueries_OrderByForDeterminism(t *testing.T) {
+	// Every sheet must specify an ORDER BY so the byte-deterministic
+	// contract from t-paliad-214 §3 holds across runs.
+	for _, sq := range orgSheetQueries() {
+		if !strings.Contains(strings.ToUpper(sq.SQL), "ORDER BY") {
+			t.Fatalf("orgSheetQueries[%q] missing ORDER BY (determinism contract): %s", sq.SheetName, sq.SQL)
+		}
+	}
+}
+
+// ---------------------------------------------------------------------------
+// LocalDiskStore round-trip
+// ---------------------------------------------------------------------------
+
+func TestLocalDiskStore_RoundTrip(t *testing.T) {
+	dir := t.TempDir()
+	store, err := NewLocalDiskStore(dir)
+	if err != nil {
+		t.Fatalf("NewLocalDiskStore: %v", err)
+	}
+	ctx := context.Background()
+	want := []byte("hello backup\n")
+
+	uri, err := store.Put(ctx, "test.zip", want)
+	if err != nil {
+		t.Fatalf("Put: %v", err)
+	}
+	if !strings.HasPrefix(uri, "file://") {
+		t.Fatalf("expected file:// uri, got %q", uri)
+	}
+	rc, size, err := store.Get(ctx, uri)
+	if err != nil {
+		t.Fatalf("Get: %v", err)
+	}
+	defer rc.Close()
+	if size != int64(len(want)) {
+		t.Fatalf("Get size = %d, want %d", size, len(want))
+	}
+	got, err := io.ReadAll(rc)
+	if err != nil {
+		t.Fatalf("ReadAll: %v", err)
+	}
+	if !bytes.Equal(got, want) {
+		t.Fatalf("Get body = %q, want %q", got, want)
+	}
+	if err := store.Delete(ctx, uri); err != nil {
+		t.Fatalf("Delete: %v", err)
+	}
+	// File should be gone; Get returns an error.
+	if _, _, err := store.Get(ctx, uri); err == nil {
+		t.Fatalf("Get after Delete should fail")
+	}
+	// Delete is idempotent.
+	if err := store.Delete(ctx, uri); err != nil {
+		t.Fatalf("idempotent Delete: %v", err)
+	}
+}
+
+func TestLocalDiskStore_RejectsBadKeys(t *testing.T) {
+	dir := t.TempDir()
+	store, err := NewLocalDiskStore(dir)
+	if err != nil {
+		t.Fatalf("NewLocalDiskStore: %v", err)
+	}
+	ctx := context.Background()
+	cases := []string{
+		"",
+		"sub/dir/file.zip",
+		"..\\evil.zip",
+		"../escape.zip",
+		"/abs/path.zip",
+	}
+	for _, k := range cases {
+		if _, err := store.Put(ctx, k, []byte("x")); err == nil {
+			t.Fatalf("Put with bad key %q should fail", k)
+		}
+	}
+}
+
+func TestLocalDiskStore_RejectsURIOutsideDir(t *testing.T) {
+	dir := t.TempDir()
+	store, err := NewLocalDiskStore(dir)
+	if err != nil {
+		t.Fatalf("NewLocalDiskStore: %v", err)
+	}
+	ctx := context.Background()
+	// A file:// URI pointing outside the store dir must be rejected
+	// by both Get and Delete (defense in depth against a corrupted
+	// catalog row).
+	outside := "file://" + filepath.Join(filepath.Dir(dir), "elsewhere.zip")
+	if _, _, err := store.Get(ctx, outside); err == nil {
+		t.Fatalf("Get outside store dir should fail")
+	}
+	if err := store.Delete(ctx, outside); err == nil {
+		t.Fatalf("Delete outside store dir should fail")
+	}
+	// Wrong scheme is also rejected.
+	if _, _, err := store.Get(ctx, "https://example.com/foo.zip"); err == nil {
+		t.Fatalf("Get with non-file:// scheme should fail")
+	}
+}
+
+func TestLocalDiskStore_CreatesDir(t *testing.T) {
+	// A non-existent parent gets created at construction; mode 0700.
+	base := t.TempDir()
+	target := filepath.Join(base, "nested", "exports")
+	store, err := NewLocalDiskStore(target)
+	if err != nil {
+		t.Fatalf("NewLocalDiskStore(non-existent): %v", err)
+	}
+	info, err := os.Stat(target)
+	if err != nil {
+		t.Fatalf("expected store dir to exist: %v", err)
+	}
+	if !info.IsDir() {
+		t.Fatalf("expected directory, got file")
+	}
+	// Smoke-write to confirm the dir is actually usable.
+	if _, err := store.Put(context.Background(), "ok.zip", []byte{}); err != nil {
+		t.Fatalf("Put into fresh dir: %v", err)
+	}
+}

internal/services/deadline_service.go

@@ -66,7 +66,7 @@ func (s *DeadlineService) pendingApprovalErr(ctx context.Context, deadlineID uui
 }
 
 const deadlineColumns = `id, project_id, title, description, due_date, original_due_date,
-	warning_date, source, rule_id, rule_code, status, completed_at, caldav_uid, caldav_etag,
+	warning_date, source, rule_id, rule_code, custom_rule_text, status, completed_at, caldav_uid, caldav_etag,
 	notes, created_by, created_at, updated_at,
 	approval_status, pending_request_id, approved_by, approved_at`
 
@@ -81,6 +81,11 @@ type CreateDeadlineInput struct {
 	// Sent by the Fristenrechner save flow so the title can stay clean
 	// instead of carrying the citation as a prefix.
 	RuleCode        *string     `json:"rule_code,omitempty"`
+	// CustomRuleText is the lawyer's free-text rule label when the
+	// deadline form is in Custom mode (t-paliad-258). Mutually exclusive
+	// with RuleID at the application layer; the service trims and treats
+	// an all-whitespace value as nil.
+	CustomRuleText  *string     `json:"custom_rule_text,omitempty"`
 	Source          string      `json:"source,omitempty"` // default "manual"
 	Notes           *string     `json:"notes,omitempty"`
 	EventTypeIDs    []uuid.UUID `json:"event_type_ids,omitempty"`
@@ -108,6 +113,20 @@ type UpdateDeadlineInput struct {
 	Status       *string      `json:"status,omitempty"`
 	ProjectID    *uuid.UUID   `json:"project_id,omitempty"`
 	EventTypeIDs *[]uuid.UUID `json:"event_type_ids,omitempty"`
+
+	// Rule pointer pair (t-paliad-258 / m/paliad#89). Three valid
+	// shapes; the service rejects "both set":
+	//   - RuleSet=true, RuleID non-nil, CustomRuleText nil → Auto:
+	//     bind to the catalog rule, clear custom_rule_text.
+	//   - RuleSet=true, RuleID nil, CustomRuleText non-nil → Custom:
+	//     store free text, clear rule_id.
+	//   - RuleSet=true, RuleID nil, CustomRuleText nil → No rule:
+	//     clear both columns.
+	// RuleSet=false leaves both columns untouched (the rest of the
+	// PATCH body doesn't carry rule changes).
+	RuleSet        bool       `json:"rule_set,omitempty"`
+	RuleID         *uuid.UUID `json:"rule_id,omitempty"`
+	CustomRuleText *string    `json:"custom_rule_text,omitempty"`
 }
 
 // DeadlineStatusFilter is a server-side bucket for ListVisibleForUser.
@@ -241,7 +260,7 @@ func (s *DeadlineService) ListVisibleForUser(ctx context.Context, userID uuid.UU
 
 	query := `
 		SELECT f.id, f.project_id, f.title, f.description, f.due_date, f.original_due_date,
-		       f.warning_date, f.source, f.rule_id, f.rule_code, f.status, f.completed_at,
+		       f.warning_date, f.source, f.rule_id, f.rule_code, f.custom_rule_text, f.status, f.completed_at,
 		       f.caldav_uid, f.caldav_etag, f.notes, f.created_by,
 		       f.created_at, f.updated_at,
 		       f.approval_status, f.pending_request_id, f.approved_by, f.approved_at,
@@ -514,6 +533,23 @@ func (s *DeadlineService) Update(ctx context.Context, userID, deadlineID uuid.UU
 		}
 	}
 
+	// Auto/Custom rule swap (t-paliad-258). Mutually exclusive at the
+	// persistence boundary: setting one column NULLs the other.
+	if input.RuleSet {
+		if input.RuleID != nil && input.CustomRuleText != nil {
+			return nil, fmt.Errorf("%w: rule_id and custom_rule_text are mutually exclusive", ErrInvalidInput)
+		}
+		appendSet("rule_id", input.RuleID)
+		var customText *string
+		if input.CustomRuleText != nil {
+			trimmed := strings.TrimSpace(*input.CustomRuleText)
+			if trimmed != "" {
+				customText = &trimmed
+			}
+		}
+		appendSet("custom_rule_text", customText)
+	}
+
 	// Project move (t-paliad-140). Visibility on the destination is enforced
 	// the same way as on Create — a GetByID round-trip through ProjectService
 	// returns ErrNotVisible if the user can't see the target. Same-project
@@ -587,7 +623,7 @@ func (s *DeadlineService) Update(ctx context.Context, userID, deadlineID uuid.UU
 	// Did the PATCH touch anything beyond the project move?
 	otherFieldsTouched := input.Title != nil || input.Description != nil ||
 		input.DueDate != nil || input.Notes != nil || input.Status != nil ||
-		input.EventTypeIDs != nil
+		input.EventTypeIDs != nil || input.RuleSet
 	if otherFieldsTouched {
 		auditProject := current.ProjectID
 		if movedFromProject != nil {
@@ -1012,15 +1048,27 @@ func (s *DeadlineService) insertTx(ctx context.Context, tx *sqlx.Tx, userID, pro
 		}
 	}
 
+	// Auto vs Custom (t-paliad-258): RuleID and CustomRuleText are
+	// mutually exclusive. If the caller passes both, the catalog rule
+	// wins and the free-text is dropped — keeps the invariant simple at
+	// the persistence boundary.
+	var customRuleText *string
+	if input.CustomRuleText != nil && input.RuleID == nil {
+		trimmed := strings.TrimSpace(*input.CustomRuleText)
+		if trimmed != "" {
+			customRuleText = &trimmed
+		}
+	}
+
 	id := uuid.New()
 	now := time.Now().UTC()
 	if _, err := tx.ExecContext(ctx,
 		`INSERT INTO paliad.deadlines
 		   (id, project_id, title, description, due_date, original_due_date,
-		    source, rule_id, rule_code, status, notes, created_by, created_at, updated_at)
-		 VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, 'pending', $10, $11, $12, $12)`,
+		    source, rule_id, rule_code, custom_rule_text, status, notes, created_by, created_at, updated_at)
+		 VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, 'pending', $11, $12, $13, $13)`,
 		id, projectID, title, input.Description, due, orig,
-		source, input.RuleID, ruleCode, input.Notes, userID, now,
+		source, input.RuleID, ruleCode, customRuleText, input.Notes, userID, now,
 	); err != nil {
 		return uuid.Nil, fmt.Errorf("insert deadline: %w", err)
 	}

internal/services/event_service.go

@@ -107,11 +107,15 @@ type EventListItem struct {
 	Status       *string      `json:"status,omitempty"`
 	CompletedAt  *time.Time   `json:"completed_at,omitempty"`
 	Source       *string      `json:"source,omitempty"`
-	RuleID       *uuid.UUID   `json:"rule_id,omitempty"`
-	RuleCode     *string      `json:"rule_code,omitempty"`
-	RuleName     *string      `json:"rule_name,omitempty"`
-	RuleNameEN   *string      `json:"rule_name_en,omitempty"`
-	EventTypeIDs []uuid.UUID  `json:"event_type_ids,omitempty"`
+	RuleID         *uuid.UUID `json:"rule_id,omitempty"`
+	RuleCode       *string    `json:"rule_code,omitempty"`
+	RuleName       *string    `json:"rule_name,omitempty"`
+	RuleNameEN     *string    `json:"rule_name_en,omitempty"`
+	// CustomRuleText surfaces the lawyer's free-text rule label when the
+	// deadline was created via the Custom rule path (t-paliad-258).
+	// Display surfaces fall back to it when RuleName is absent.
+	CustomRuleText *string     `json:"custom_rule_text,omitempty"`
+	EventTypeIDs   []uuid.UUID `json:"event_type_ids,omitempty"`
 
 	// Appointment-only.
 	StartAt         *time.Time `json:"start_at,omitempty"`
@@ -236,6 +240,7 @@ func projectDeadline(d models.DeadlineWithProject) EventListItem {
 		RuleCode:         d.RuleCode,
 		RuleName:         d.RuleName,
 		RuleNameEN:       d.RuleNameEN,
+		CustomRuleText:   d.CustomRuleText,
 		EventTypeIDs:     d.EventTypeIDs,
 	}
 }

internal/services/export_service.go

@@ -40,6 +40,7 @@ import (
 	"archive/zip"
 	"context"
 	"crypto/rand"
+	"database/sql"
 	"encoding/hex"
 	"encoding/json"
 	"encoding/csv"
@@ -185,7 +186,7 @@ func (s *ExportService) WritePersonal(ctx context.Context, w io.Writer, spec Exp
 	}
 
 	sheets := personalSheetQueries(spec.ActorID)
-	if err := s.writeBundle(ctx, w, sheets, &meta); err != nil {
+	if err := s.writeBundle(ctx, s.db, w, sheets, &meta); err != nil {
 		return meta, err
 	}
 	return meta, nil
@@ -238,7 +239,7 @@ func (s *ExportService) WriteProject(ctx context.Context, w io.Writer, spec Expo
 	}
 
 	sheets := projectSheetQueries(*spec.ScopeRoot, spec.DirectOnly)
-	if err := s.writeBundle(ctx, w, sheets, &meta); err != nil {
+	if err := s.writeBundle(ctx, s.db, w, sheets, &meta); err != nil {
 		return meta, err
 	}
 
@@ -254,6 +255,55 @@ func (s *ExportService) WriteProject(ctx context.Context, w io.Writer, spec Expo
 	return meta, nil
 }
 
+// WriteOrg streams the full org-scope backup bundle into w. Bypasses
+// paliad.can_see_project — admin-only, gated at the handler layer (the
+// service trusts the caller has been authorised).
+//
+// Wraps the entire read pass in a REPEATABLE READ READ ONLY transaction
+// so every sheet sees the same snapshot. Without this a backup that runs
+// while users are editing can land internally inconsistent rows (e.g. a
+// deadlines.project_id pointing at a project the projects sheet just
+// missed). Design §3.3.
+//
+// The handler is responsible for the audit-row INSERT / PATCH (the
+// org-scope backup uses BackupRunner.Run, not WriteAuditRow, because the
+// event_type is 'backup_created' not 'data_export').
+func (s *ExportService) WriteOrg(ctx context.Context, w io.Writer, spec ExportSpec) (ExportMeta, error) {
+	if spec.Scope == "" {
+		spec.Scope = ExportScopeOrg
+	}
+	if spec.GeneratedAt.IsZero() {
+		spec.GeneratedAt = time.Now().UTC()
+	}
+	meta := ExportMeta{
+		SchemaVersion:  ExportSchemaVersion,
+		FirmName:       s.firmName,
+		Scope:          spec.Scope,
+		GeneratedAt:    spec.GeneratedAt,
+		GeneratedByID:  spec.ActorID,
+		GeneratedByEml: spec.ActorEmail,
+		GeneratedByLbl: spec.ActorLabel,
+		RowCounts:      map[string]int{},
+	}
+
+	tx, err := s.db.BeginTxx(ctx, &sql.TxOptions{
+		Isolation: sql.LevelRepeatableRead,
+		ReadOnly:  true,
+	})
+	if err != nil {
+		return meta, fmt.Errorf("backup snapshot tx: %w", err)
+	}
+	// Always rollback — the tx is read-only by construction, the rollback
+	// is just bookkeeping that releases the snapshot.
+	defer func() { _ = tx.Rollback() }()
+
+	sheets := orgSheetQueries()
+	if err := s.writeBundle(ctx, tx, w, sheets, &meta); err != nil {
+		return meta, err
+	}
+	return meta, nil
+}
+
 // detectCrossSubtreeFKs scans subtree-resident projects for FKs that
 // point outside the subtree (today: only projects.counterclaim_of). One
 // warning row per outbound reference. Best-effort: a query error here
@@ -300,13 +350,17 @@ type collectedSheet struct {
 // xlsx sheet + one JSON branch + one CSV per sheet, packs everything into
 // the outer zip in sorted file-list order so two runs of the same row
 // state produce byte-identical bundles.
-func (s *ExportService) writeBundle(ctx context.Context, w io.Writer, sheets []sheetQuery, meta *ExportMeta) error {
+//
+// queryer is the executor for sheet queries — typically s.db, but
+// WriteOrg passes a REPEATABLE READ *sqlx.Tx so the org dump sees a
+// consistent snapshot across all sheets (design §3.3).
+func (s *ExportService) writeBundle(ctx context.Context, queryer sqlx.QueryerContext, w io.Writer, sheets []sheetQuery, meta *ExportMeta) error {
 	collectedSheets := make([]collectedSheet, 0, len(sheets))
 	jsonTables := make(map[string][]map[string]string, len(sheets))
 	warnings := []string{}
 
 	for _, sq := range sheets {
-		cols, rowMatrix, dropped, err := s.runSheetQuery(ctx, sq)
+		cols, rowMatrix, dropped, err := s.runSheetQuery(ctx, queryer, sq)
 		if err != nil {
 			return fmt.Errorf("export sheet %q: %w", sq.SheetName, err)
 		}
@@ -421,11 +475,13 @@ func (s *ExportService) writeBundle(ctx context.Context, w io.Writer, sheets []s
 	return nil
 }
 
-// runSheetQuery executes one sheetQuery and returns the kept columns,
-// row matrix (pre-stringified per the design's value-as-string convention),
-// and the list of columns that were dropped by the PII filter.
-func (s *ExportService) runSheetQuery(ctx context.Context, sq sheetQuery) (cols []string, rows [][]string, dropped []string, err error) {
-	rs, err := s.db.QueryxContext(ctx, sq.SQL, sq.Args...)
+// runSheetQuery executes one sheetQuery against the given queryer and
+// returns the kept columns, row matrix (pre-stringified per the design's
+// value-as-string convention), and the list of columns that were dropped
+// by the PII filter. queryer is typically s.db, but WriteOrg passes a
+// REPEATABLE READ *sqlx.Tx (see writeBundle docs).
+func (s *ExportService) runSheetQuery(ctx context.Context, queryer sqlx.QueryerContext, sq sheetQuery) (cols []string, rows [][]string, dropped []string, err error) {
+	rs, err := queryer.QueryxContext(ctx, sq.SQL, sq.Args...)
 	if err != nil {
 		return nil, nil, nil, fmt.Errorf("query: %w", err)
 	}
@@ -1470,3 +1526,107 @@ SELECT 'partner_unit_default'::text AS source,
 	}
 	return queries
 }
+
+// ---------------------------------------------------------------------------
+// Org-scope sheet registry (Slice 3 / Backup Mode — t-paliad-246).
+// ---------------------------------------------------------------------------
+//
+// Full-schema dump. Bypasses paliad.can_see_project — admin-only,
+// gated at the handler layer (BackupRunner trusts the caller).
+//
+// Sheet ordering: entity sheets first (alphabetical), then ref__*
+// reference sheets (alphabetical). The xlsx writer iterates the slice
+// in order; downstream consumers get the same order across runs.
+//
+// Hard exclusions (per design §5.2 / m's Q3 decision):
+//
+//   - paliadin_turns
+//   - paliadin_aichat_conversation
+//
+// AI conversation history is the most-sensitive personal data paliad
+// carries; m's prior Q5 decision in t-paliad-214 made the exclusion
+// structural. The two tables are absent from the registry — not just
+// column-level redacted — so a future schema addition cannot
+// accidentally re-include them.
+//
+// Also excluded unconditionally (operational / shadow):
+//
+//   - *_pre_NNN  shadow tables  (CREATE TABLE … AS SELECT backups
+//                                 written by destructive migrations)
+//   - paliad_schema_migrations  (operational)
+//   - auth.*                    (Supabase Auth schema — not ours)
+//
+// The PII column deny-regex (piiColumnDenyRegex) catches
+// secret|token|password|api_key|private_key on every sheet as a
+// belt-and-braces filter. user_caldav_config.password_encrypted is
+// explicitly named in DropColumns too.
+func orgSheetQueries() []sheetQuery {
+	return []sheetQuery{
+		// --- entity sheets (alphabetical) ---
+		{SheetName: "appointment_caldav_targets", SQL: `SELECT * FROM paliad.appointment_caldav_targets ORDER BY appointment_id, calendar_binding_id`},
+		{SheetName: "appointments", SQL: `SELECT * FROM paliad.appointments ORDER BY id`},
+		{SheetName: "approval_policies", SQL: `SELECT * FROM paliad.approval_policies ORDER BY id`},
+		{SheetName: "approval_requests", SQL: `SELECT * FROM paliad.approval_requests ORDER BY id`},
+		// backups is self-reflexive — including it makes "what backups
+		// have we taken" recoverable from any prior backup. Tiny table.
+		{SheetName: "backups", SQL: `SELECT * FROM paliad.backups ORDER BY started_at, id`},
+		{SheetName: "caldav_sync_log", SQL: `SELECT * FROM paliad.caldav_sync_log ORDER BY occurred_at, id`},
+		{SheetName: "checklist_instances", SQL: `SELECT * FROM paliad.checklist_instances ORDER BY id`},
+		{SheetName: "checklist_shares", SQL: `SELECT * FROM paliad.checklist_shares ORDER BY id`},
+		{SheetName: "checklists", SQL: `SELECT * FROM paliad.checklists ORDER BY id`},
+		{SheetName: "deadline_rule_audit", SQL: `SELECT * FROM paliad.deadline_rule_audit ORDER BY changed_at, id`},
+		{SheetName: "deadlines", SQL: `SELECT * FROM paliad.deadlines ORDER BY id`},
+		// documents: ai_extracted jsonb dropped (verbose AI prompts;
+		// matches the personal/project precedent). Binaries are not in
+		// the export — only metadata.
+		{
+			SheetName: "documents",
+			SQL: `SELECT id, project_id, title, doc_type, file_path, file_size, mime_type, uploaded_by, created_at, updated_at
+				    FROM paliad.documents
+				ORDER BY id`,
+		},
+		{SheetName: "email_broadcasts", SQL: `SELECT * FROM paliad.email_broadcasts ORDER BY id`},
+		{SheetName: "email_template_versions", SQL: `SELECT * FROM paliad.email_template_versions ORDER BY id`},
+		{SheetName: "email_templates", SQL: `SELECT * FROM paliad.email_templates ORDER BY id`},
+		{SheetName: "firm_dashboard_default", SQL: `SELECT * FROM paliad.firm_dashboard_default ORDER BY id`},
+		{SheetName: "invitations", SQL: `SELECT * FROM paliad.invitations ORDER BY sent_at, id`},
+		{SheetName: "notes", SQL: `SELECT * FROM paliad.notes ORDER BY id`},
+		{SheetName: "parties", SQL: `SELECT * FROM paliad.parties ORDER BY id`},
+		{SheetName: "partner_unit_events", SQL: `SELECT * FROM paliad.partner_unit_events ORDER BY id`},
+		{SheetName: "partner_unit_members", SQL: `SELECT * FROM paliad.partner_unit_members ORDER BY partner_unit_id, user_id`},
+		{SheetName: "partner_units", SQL: `SELECT * FROM paliad.partner_units ORDER BY id`},
+		{SheetName: "policy_audit_log", SQL: `SELECT * FROM paliad.policy_audit_log ORDER BY changed_at, id`},
+		{SheetName: "project_events", SQL: `SELECT * FROM paliad.project_events ORDER BY id`},
+		{SheetName: "project_partner_units", SQL: `SELECT * FROM paliad.project_partner_units ORDER BY project_id, partner_unit_id`},
+		{SheetName: "project_teams", SQL: `SELECT * FROM paliad.project_teams ORDER BY project_id, user_id`},
+		{SheetName: "projects", SQL: `SELECT * FROM paliad.projects ORDER BY id`},
+		{SheetName: "reminder_log", SQL: `SELECT * FROM paliad.reminder_log ORDER BY sent_at, id`},
+		{SheetName: "submission_drafts", SQL: `SELECT * FROM paliad.submission_drafts ORDER BY id`},
+		{SheetName: "system_audit_log", SQL: `SELECT * FROM paliad.system_audit_log ORDER BY created_at, id`},
+		{
+			SheetName:   "user_caldav_config",
+			SQL:         `SELECT * FROM paliad.user_caldav_config ORDER BY user_id`,
+			DropColumns: []string{"password_encrypted"}, // belt-and-braces; piiColumnDenyRegex also catches it
+		},
+		{SheetName: "user_calendar_bindings", SQL: `SELECT * FROM paliad.user_calendar_bindings ORDER BY user_id, calendar_path`},
+		{SheetName: "user_card_layouts", SQL: `SELECT * FROM paliad.user_card_layouts ORDER BY id`},
+		{SheetName: "user_dashboard_layouts", SQL: `SELECT * FROM paliad.user_dashboard_layouts ORDER BY user_id`},
+		{SheetName: "user_pinned_projects", SQL: `SELECT * FROM paliad.user_pinned_projects ORDER BY user_id, project_id`},
+		{SheetName: "user_views", SQL: `SELECT * FROM paliad.user_views ORDER BY id`},
+		{SheetName: "users", SQL: `SELECT * FROM paliad.users ORDER BY id`},
+
+		// --- reference data (alphabetical, prefixed ref__) ---
+		{SheetName: "ref__countries", SQL: `SELECT * FROM paliad.countries ORDER BY code`},
+		{SheetName: "ref__courts", SQL: `SELECT * FROM paliad.courts ORDER BY id`},
+		{SheetName: "ref__deadline_concept_event_types", SQL: `SELECT * FROM paliad.deadline_concept_event_types ORDER BY concept_id, event_type_id`},
+		{SheetName: "ref__deadline_concepts", SQL: `SELECT * FROM paliad.deadline_concepts ORDER BY id`},
+		{SheetName: "ref__deadline_event_types", SQL: `SELECT * FROM paliad.deadline_event_types ORDER BY rule_id, event_type_id`},
+		{SheetName: "ref__deadline_rules", SQL: `SELECT * FROM paliad.deadline_rules ORDER BY id`},
+		{SheetName: "ref__event_categories", SQL: `SELECT * FROM paliad.event_categories ORDER BY id`},
+		{SheetName: "ref__event_category_concepts", SQL: `SELECT * FROM paliad.event_category_concepts ORDER BY category_id, concept_id`},
+		{SheetName: "ref__event_types", SQL: `SELECT * FROM paliad.event_types ORDER BY id`},
+		{SheetName: "ref__holidays", SQL: `SELECT * FROM paliad.holidays ORDER BY date, country`},
+		{SheetName: "ref__proceeding_types", SQL: `SELECT * FROM paliad.proceeding_types ORDER BY id`},
+		{SheetName: "ref__trigger_events", SQL: `SELECT * FROM paliad.trigger_events ORDER BY id`},
+	}
+}

internal/services/fristenrechner.go

@@ -115,6 +115,16 @@ type UIResponse struct {
 	// note explaining the framing.
 	ContextualNote   string `json:"contextualNote,omitempty"`
 	ContextualNoteEN string `json:"contextualNoteEN,omitempty"`
+	// TriggerEventLabel / TriggerEventLabelEN: optional caption for the
+	// /tools/verfahrensablauf "Auslösendes Ereignis" field. Populated
+	// from paliad.proceeding_types.trigger_event_label_{de,en} (mig 121).
+	// The frontend prefers this over the proceedingName fallback that
+	// fires when no rule has IsRootEvent=true — UPC Appeal needed it
+	// because all its rules carry a non-zero duration off the trigger
+	// date so no rule is the "anchor". The trigger event for UPC Appeal
+	// is the appealable first-instance decision (m/paliad#81).
+	TriggerEventLabel   string `json:"triggerEventLabel,omitempty"`
+	TriggerEventLabelEN string `json:"triggerEventLabelEN,omitempty"`
 }
 
 // ErrUnknownProceedingType is returned when the UI sends an unrecognised code.
@@ -237,14 +247,17 @@ func (s *FristenrechnerService) Calculate(ctx context.Context, proceedingCode, t
 
 	// Look up proceeding type metadata.
 	var pt struct {
-		ID           int     `db:"id"`
-		Code         string  `db:"code"`
-		Name         string  `db:"name"`
-		NameEN       string  `db:"name_en"`
-		Jurisdiction *string `db:"jurisdiction"`
+		ID                  int     `db:"id"`
+		Code                string  `db:"code"`
+		Name                string  `db:"name"`
+		NameEN              string  `db:"name_en"`
+		Jurisdiction        *string `db:"jurisdiction"`
+		TriggerEventLabelDE *string `db:"trigger_event_label_de"`
+		TriggerEventLabelEN *string `db:"trigger_event_label_en"`
 	}
 	err = s.rules.db.GetContext(ctx, &pt,
-		`SELECT id, code, name, name_en, jurisdiction
+		`SELECT id, code, name, name_en, jurisdiction,
+		        trigger_event_label_de, trigger_event_label_en
 		   FROM paliad.proceeding_types
 		  WHERE code = $1 AND is_active = true`, proceedingCode)
 	if errors.Is(err, sql.ErrNoRows) {
@@ -271,7 +284,8 @@ func (s *FristenrechnerService) Calculate(ctx context.Context, proceedingCode, t
 		hasSubTrackNote = true
 		// Re-resolve to the parent proceeding for rule lookup.
 		err = s.rules.db.GetContext(ctx, &pt,
-			`SELECT id, code, name, name_en, jurisdiction
+			`SELECT id, code, name, name_en, jurisdiction,
+			        trigger_event_label_de, trigger_event_label_en
 			   FROM paliad.proceeding_types
 			  WHERE code = $1 AND is_active = true`, route.ParentCode)
 		if errors.Is(err, sql.ErrNoRows) {
@@ -604,6 +618,17 @@ func (s *FristenrechnerService) Calculate(ctx context.Context, proceedingCode, t
 		TriggerDate:      triggerDateStr,
 		Deadlines:        deadlines,
 	}
+	// Sub-track routing keeps the user-picked proceeding's identity,
+	// so the trigger-event label rides on `pickedProceeding` (e.g.
+	// upc.ccr.cfi inherits whatever upc.inf.cfi's caption is, not
+	// upc.ccr.cfi's own — which is fine: the sub-track note already
+	// explains the framing).
+	if pickedProceeding.TriggerEventLabelDE != nil {
+		resp.TriggerEventLabel = *pickedProceeding.TriggerEventLabelDE
+	}
+	if pickedProceeding.TriggerEventLabelEN != nil {
+		resp.TriggerEventLabelEN = *pickedProceeding.TriggerEventLabelEN
+	}
 	if hasSubTrackNote {
 		resp.ContextualNote = subTrackNote.NoteDE
 		resp.ContextualNoteEN = subTrackNote.NoteEN

internal/services/submission_draft_service.go

@@ -519,6 +519,34 @@ func (s *SubmissionDraftService) Export(ctx context.Context, draft *SubmissionDr
 	return out, resolved, nil
 }
 
+// RenderProjectSubmission renders the given .docx template with a fresh
+// variable bag for (user, project, submissionCode). No lawyer overrides
+// — the output reflects exactly what SubmissionVarsService resolves
+// from project state. Used by the one-click /api/projects/{id}/
+// submissions/{code}/generate path which has no saved draft row.
+//
+// Returns the merged bytes plus the resolved bag (for audit row + file
+// naming). Visibility is enforced by SubmissionVarsService.Build via
+// ProjectService.GetByID — callers get ErrNotFound on no-access.
+// ErrSubmissionRuleNotFound surfaces when no published rule matches the
+// requested submission_code.
+func (s *SubmissionDraftService) RenderProjectSubmission(ctx context.Context, userID, projectID uuid.UUID, submissionCode string, templateBytes []byte) ([]byte, *SubmissionVarsResult, error) {
+	pid := projectID
+	resolved, err := s.vars.Build(ctx, SubmissionVarsContext{
+		UserID:         userID,
+		ProjectID:      &pid,
+		SubmissionCode: submissionCode,
+	})
+	if err != nil {
+		return nil, nil, err
+	}
+	out, err := s.renderer.Render(templateBytes, resolved.Placeholders, DefaultMissingMarker(resolved.Lang))
+	if err != nil {
+		return nil, nil, err
+	}
+	return out, resolved, nil
+}
+
 // decodeVariables turns the raw jsonb bytes into the PlaceholderMap.
 // Called by every fetch path so the caller sees a populated Variables.
 func (d *SubmissionDraft) decodeVariables() error {

scripts/gen-demo-submission-template/main.go

@@ -232,12 +232,15 @@ func buildDocumentXML() string {
 
 	// English-locale exercise — lets the lawyer verify the EN long-form
 	// date and EN proceeding name resolve correctly when the user's
-	// preference is en.
+	// preference is en. Also exercises the bare {{today}} alias
+	// (identical to {{today.iso}}; included so every key the variable
+	// bag carries appears at least once in this demo template).
 	heading2(&b, "Locale-aware variants (DEMO)")
 	plain(&b, "EN long date: {{today.long_en}} · Deadline EN: {{deadline.due_date_long_en}}")
 	plain(&b, "Project our side (EN): {{project.our_side_en}} · Proceeding (EN): {{project.proceeding.name_en}}")
 	plain(&b, "Rule name (EN): {{rule.name_en}} · Project our side (DE): {{project.our_side_de}}")
 	plain(&b, "Proceeding (DE): {{project.proceeding.name_de}} · Rule name (DE): {{rule.name_de}}")
+	plain(&b, "Today (bare alias): {{today}}")
 
 	b.WriteString(`</w:body></w:document>`)
 	return b.String()

scripts/gen-skeleton-submission-template/main.go

@@ -0,0 +1,303 @@
+// Universal-skeleton submission template generator (t-paliad-259).
+//
+// One-shot authoring tool that emits a minimal but Word-compatible
+// .docx file exercising every placeholder SubmissionVarsService
+// resolves — without baking in any submission_code-specific prose.
+//
+// Drop the output into m/mWorkRepo at
+//
+//	6 - material/Templates/Word/Paliad/HLC/_skeleton.docx
+//
+// so paliad's submission generator picks it up via the fallback chain
+// slotted between the per-submission_code template and the bare
+// universal HL Patents Style .dotm. Any submission_code that has no
+// per-firm template still gets a draft populated with variables
+// instead of the macro-only letterhead.
+//
+// Why a separate file from de.inf.lg.erwidg.docx: that one is a
+// Klageerwiderung skeleton (DE LG, "I. Anträge / II. Sachverhalt /
+// III. Rechtsausführungen"). For a UPC SoC, an EPO opposition, a DPMA
+// appeal, that body structure is wrong. The universal skeleton drops
+// the structure and leaves a single neutral body block the lawyer
+// replaces — every variable still resolves regardless of code.
+//
+// Run:
+//
+//	go run ./scripts/gen-skeleton-submission-template -out /tmp/_skeleton.docx
+//
+// Output is byte-reproducible (zip mtimes pinned to a fixed UTC
+// timestamp).
+package main
+
+import (
+	"archive/zip"
+	"bytes"
+	"flag"
+	"fmt"
+	"os"
+	"strings"
+	"time"
+)
+
+func main() {
+	out := flag.String("out", "_skeleton.docx", "output .docx path")
+	flag.Parse()
+
+	docx, err := buildDocx()
+	if err != nil {
+		fmt.Fprintln(os.Stderr, "gen-skeleton-submission-template:", err)
+		os.Exit(1)
+	}
+	if err := os.WriteFile(*out, docx, 0o644); err != nil {
+		fmt.Fprintln(os.Stderr, "gen-skeleton-submission-template: write:", err)
+		os.Exit(1)
+	}
+	fmt.Printf("wrote %s (%d bytes)\n", *out, len(docx))
+}
+
+var fixedTime = time.Date(2026, 5, 25, 0, 0, 0, 0, time.UTC)
+
+func buildDocx() ([]byte, error) {
+	var buf bytes.Buffer
+	zw := zip.NewWriter(&buf)
+
+	add := func(name, body string) error {
+		hdr := &zip.FileHeader{
+			Name:     name,
+			Method:   zip.Deflate,
+			Modified: fixedTime,
+		}
+		w, err := zw.CreateHeader(hdr)
+		if err != nil {
+			return fmt.Errorf("create %s: %w", name, err)
+		}
+		if _, err := w.Write([]byte(body)); err != nil {
+			return fmt.Errorf("write %s: %w", name, err)
+		}
+		return nil
+	}
+
+	if err := add("[Content_Types].xml", contentTypesXML); err != nil {
+		return nil, err
+	}
+	if err := add("_rels/.rels", rootRelsXML); err != nil {
+		return nil, err
+	}
+	if err := add("word/_rels/document.xml.rels", documentRelsXML); err != nil {
+		return nil, err
+	}
+	if err := add("word/styles.xml", stylesXML); err != nil {
+		return nil, err
+	}
+	if err := add("word/document.xml", buildDocumentXML()); err != nil {
+		return nil, err
+	}
+
+	if err := zw.Close(); err != nil {
+		return nil, fmt.Errorf("finalise zip: %w", err)
+	}
+	return buf.Bytes(), nil
+}
+
+const contentTypesXML = `<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<Types xmlns="http://schemas.openxmlformats.org/package/2006/content-types">
+  <Default Extension="rels" ContentType="application/vnd.openxmlformats-package.relationships+xml"/>
+  <Default Extension="xml" ContentType="application/xml"/>
+  <Override PartName="/word/document.xml" ContentType="application/vnd.openxmlformats-officedocument.wordprocessingml.document.main+xml"/>
+  <Override PartName="/word/styles.xml" ContentType="application/vnd.openxmlformats-officedocument.wordprocessingml.styles+xml"/>
+</Types>`
+
+const rootRelsXML = `<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships">
+  <Relationship Id="rId1" Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/officeDocument" Target="word/document.xml"/>
+</Relationships>`
+
+const documentRelsXML = `<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships">
+  <Relationship Id="rId1" Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/styles" Target="styles.xml"/>
+</Relationships>`
+
+const stylesXML = `<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<w:styles xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main">
+  <w:style w:type="paragraph" w:styleId="Heading1">
+    <w:name w:val="heading 1"/>
+    <w:basedOn w:val="Normal"/>
+    <w:pPr><w:spacing w:before="360" w:after="120"/></w:pPr>
+    <w:rPr><w:b/><w:sz w:val="28"/></w:rPr>
+  </w:style>
+  <w:style w:type="paragraph" w:styleId="Heading2">
+    <w:name w:val="heading 2"/>
+    <w:basedOn w:val="Normal"/>
+    <w:pPr><w:spacing w:before="240" w:after="80"/></w:pPr>
+    <w:rPr><w:b/><w:sz w:val="24"/></w:rPr>
+  </w:style>
+  <w:style w:type="paragraph" w:default="1" w:styleId="Normal">
+    <w:name w:val="Normal"/>
+  </w:style>
+</w:styles>`
+
+// Document body — a code-agnostic Schriftsatz skeleton: firm letterhead +
+// case caption + parties + submission heading + deadline + a single
+// neutral body block. Mirrors the variable bag from SubmissionVarsService
+// (48 keys across firm.* / today.* / user.* / project.* / parties.* /
+// rule.* / deadline.*) without baking in DE-LG-Klageerwiderung-specific
+// structure. A lawyer customising this template for a UPC SoC, EPO
+// opposition, or DPMA appeal replaces the [Schriftsatztext] block and
+// renames the party labels — every placeholder still resolves regardless
+// of the submission_code chosen.
+//
+// Every placeholder occupies its own <w:r> run so the renderer's pass-1
+// (format-preserving, single-run) substitution catches it. The
+// DEMO/SKELETON banner makes it obvious this is a starter template and
+// not approved firm content.
+func buildDocumentXML() string {
+	var b strings.Builder
+	b.WriteString(`<?xml version="1.0" encoding="UTF-8" standalone="yes"?>`)
+	b.WriteString(`<w:document xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main">`)
+	b.WriteString(`<w:body>`)
+
+	skeletonBanner(&b)
+
+	heading1(&b, "{{firm.name}}")
+	plain(&b, "Bearbeiter: {{user.display_name}}")
+	plain(&b, "E-Mail: {{user.email}} · Büro: {{user.office}}")
+	plain(&b, "Datum: {{today.long_de}} ({{today.iso}})")
+	plainOptional(&b, "{{firm.signature_block}}")
+
+	heading1(&b, "{{project.court}}")
+	plain(&b, "Aktenzeichen: {{project.case_number}}")
+	plain(&b, "Verfahrensart: {{project.proceeding.name}} ({{project.proceeding.code}})")
+	plain(&b, "Instanz: {{project.instance_level}}")
+
+	heading2(&b, "In der Sache")
+	plain(&b, "{{parties.claimant.name}}")
+	plain(&b, "vertreten durch {{parties.claimant.representative}}")
+	bold(&b, "— Klägerin / Patentinhaberin / Anmelderin —")
+	plain(&b, "")
+	plain(&b, "gegen")
+	plain(&b, "")
+	plain(&b, "{{parties.defendant.name}}")
+	plain(&b, "vertreten durch {{parties.defendant.representative}}")
+	bold(&b, "— Beklagte / Einsprechende / Beschwerdegegnerin —")
+	plainOptional(&b, "Weitere Beteiligte: {{parties.other.name}}, vertreten durch {{parties.other.representative}}")
+
+	heading2(&b, "Betreff")
+	plain(&b, "Streitpatent: {{project.patent_number}} (UPC: {{project.patent_number_upc}})")
+	plain(&b, "Anmeldung: {{project.filing_date}} · Erteilung: {{project.grant_date}}")
+	plain(&b, "Projekttitel: {{project.title}}")
+	plain(&b, "Unsere Seite: {{project.our_side_de}} ({{project.our_side}})")
+	plain(&b, "Mandant: {{project.client_number}} · Matter: {{project.matter_number}}")
+	plain(&b, "Internes Aktenzeichen: {{project.reference}}")
+
+	heading1(&b, "{{rule.name}}")
+	plain(&b, "(Schriftsatz-Code: {{rule.submission_code}})")
+	plain(&b, "Rechtsgrundlage: {{rule.legal_source_pretty}} ({{rule.legal_source}})")
+	plain(&b, "Typische Partei: {{rule.primary_party}} · Schriftsatz-Typ: {{rule.event_type}}")
+
+	heading2(&b, "Frist")
+	plain(&b, "Diese Frist wurde berechnet aus: {{deadline.computed_from}}")
+	plain(&b, "Fälligkeit: {{deadline.due_date_long_de}} ({{deadline.due_date}})")
+	plainOptional(&b, "Ursprüngliche Frist: {{deadline.original_due_date}}")
+	plain(&b, "Frist-Bezeichnung: {{deadline.title}} · Quelle: {{deadline.source}}")
+
+	heading2(&b, "Schriftsatztext")
+	plain(&b, "[Hier folgt der eigentliche Schriftsatztext. Diese Skelett-Vorlage enthält keine vorgefertigte Struktur — bitte gemäß Schriftsatz-Typ ({{rule.name}}) ergänzen.]")
+	plain(&b, "")
+	plain(&b, "[Body of the submission goes here. This skeleton template carries no pre-baked structure — fill in according to submission type ({{rule.name_en}}).]")
+
+	heading2(&b, "Schlussformel")
+	plain(&b, "{{today.long_de}}")
+	plain(&b, "")
+	plain(&b, "{{user.display_name}}")
+	plain(&b, "{{firm.name}}")
+
+	// Locale-aware verification block — exercises every EN/DE alias the
+	// variable bag carries (today.long_en, deadline.due_date_long_en,
+	// project.our_side_en, project.proceeding.name_en, rule.name_en) and
+	// the bare {{today}} alias. A lawyer customising the template can
+	// delete this block; the renderer round-trips it cleanly today.
+	heading2(&b, "Locale-aware variants (SKELETON)")
+	plain(&b, "EN long date: {{today.long_en}} · Deadline EN: {{deadline.due_date_long_en}}")
+	plain(&b, "Project our side (EN): {{project.our_side_en}} · Proceeding (EN): {{project.proceeding.name_en}}")
+	plain(&b, "Rule name (EN): {{rule.name_en}} · Project our side (DE): {{project.our_side_de}}")
+	plain(&b, "Proceeding (DE): {{project.proceeding.name_de}} · Rule name (DE): {{rule.name_de}}")
+	plain(&b, "Today (bare alias): {{today}}")
+
+	b.WriteString(`</w:body></w:document>`)
+	return b.String()
+}
+
+func skeletonBanner(b *strings.Builder) {
+	b.WriteString(`<w:p><w:pPr><w:pStyle w:val="Heading1"/></w:pPr><w:r><w:rPr><w:b/><w:color w:val="C00000"/></w:rPr><w:t xml:space="preserve">SKELETON — universelle Vorlage (Schriftsatz-Typ-unabhängig, nicht freigegeben)</w:t></w:r></w:p>`)
+}
+
+func heading1(b *strings.Builder, text string) { paragraph(b, "Heading1", text, false) }
+
+func heading2(b *strings.Builder, text string) { paragraph(b, "Heading2", text, false) }
+
+func plain(b *strings.Builder, text string) { paragraph(b, "", text, false) }
+
+func plainOptional(b *strings.Builder, text string) { paragraph(b, "", text, true) }
+
+func bold(b *strings.Builder, text string) {
+	b.WriteString(`<w:p>`)
+	b.WriteString(`<w:r><w:rPr><w:b/></w:rPr><w:t xml:space="preserve">`)
+	b.WriteString(xmlEscape(text))
+	b.WriteString(`</w:t></w:r></w:p>`)
+}
+
+func paragraph(b *strings.Builder, style, text string, italic bool) {
+	b.WriteString(`<w:p>`)
+	if style != "" {
+		b.WriteString(`<w:pPr><w:pStyle w:val="`)
+		b.WriteString(style)
+		b.WriteString(`"/></w:pPr>`)
+	}
+	for _, seg := range splitOnPlaceholders(text) {
+		b.WriteString(`<w:r>`)
+		if italic {
+			b.WriteString(`<w:rPr><w:i/></w:rPr>`)
+		}
+		b.WriteString(`<w:t xml:space="preserve">`)
+		b.WriteString(xmlEscape(seg))
+		b.WriteString(`</w:t></w:r>`)
+	}
+	b.WriteString(`</w:p>`)
+}
+
+func splitOnPlaceholders(s string) []string {
+	if s == "" {
+		return []string{""}
+	}
+	var out []string
+	for {
+		open := strings.Index(s, "{{")
+		if open < 0 {
+			out = append(out, s)
+			return out
+		}
+		close := strings.Index(s[open:], "}}")
+		if close < 0 {
+			out = append(out, s)
+			return out
+		}
+		end := open + close + 2
+		if open > 0 {
+			out = append(out, s[:open])
+		}
+		out = append(out, s[open:end])
+		s = s[end:]
+		if s == "" {
+			return out
+		}
+	}
+}
+
+func xmlEscape(s string) string {
+	s = strings.ReplaceAll(s, "&", "&amp;")
+	s = strings.ReplaceAll(s, "<", "&lt;")
+	s = strings.ReplaceAll(s, ">", "&gt;")
+	s = strings.ReplaceAll(s, `"`, "&quot;")
+	s = strings.ReplaceAll(s, "'", "&apos;")
+	return s
+}

scripts/seed-example-projects/main.go

@@ -0,0 +1,568 @@
+// Seed Example Projects (t-paliad-256 / m/paliad#87).
+//
+// Re-runnable test-data reset:
+//
+//  1. Wipes every row in paliad.projects (FK CASCADE handles the
+//     dependent rows: deadlines, appointments, parties, notes,
+//     project_events, project_teams, submission_drafts, approval_*,
+//     project_partner_units, user_pinned_projects, documents,
+//     user_calendar_bindings).
+//
+//  2. Inserts a small but realistic example tree (3 clients, 4
+//     litigations, 4 patents, 8 cases — 19 projects total) that
+//     exercises the auto-derived chain code: Client.Litigation.Patent.Case
+//     → e.g. SIEMENS.HUAW.789.INF.CFI.
+//
+//  3. Re-reads the projects and prints each row's chain code so the
+//     operator can eyeball the result without bouncing to SQL.
+//
+// Reference tables (proceeding_types, deadline_rules, event_types,
+// gerichte, checklists templates, firms, profiles) are untouched.
+//
+// Run:
+//
+//	DATABASE_URL='postgres://...' go run ./scripts/seed-example-projects
+//
+// One transaction wraps both wipe and seed so the DB is never in a
+// half-wiped state. Re-running drops the previous example tree and
+// reseeds fresh UUIDs — handy when project-code semantics change.
+//
+// Owner: m (matthias.siebels@hoganlovells.com). The script looks the
+// auth user up by email so it works on any environment where that
+// account exists; on a brand-new DB it falls back to NULL created_by.
+package main
+
+import (
+	"context"
+	"database/sql"
+	"errors"
+	"flag"
+	"fmt"
+	"os"
+	"strings"
+	"text/tabwriter"
+	"time"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+// ownerEmail is the auth.users email the seed assigns as created_by.
+// Living in code (not a flag) because the example tree is m-owned by
+// convention; flip if the example data ever needs a service-account
+// owner.
+const ownerEmail = "matthias.siebels@hoganlovells.com"
+
+// Proceeding-type IDs used by the seed. Resolved by code (not pinned
+// to integer IDs in source) to survive DB renumbering. Loaded once at
+// startup; missing codes fail fast with a clear message.
+var proceedingCodes = []string{
+	"upc.inf.cfi",
+	"upc.ccr.cfi",
+	"upc.apl.merits",
+	"de.inf.lg",
+	"epa.opp.opd",
+	"de.null.bpatg",
+	"dpma.opp.dpma",
+}
+
+func main() {
+	dsn := flag.String("dsn", os.Getenv("DATABASE_URL"), "Postgres DSN (defaults to $DATABASE_URL)")
+	dryRun := flag.Bool("dry-run", false, "print intended actions, roll back transaction")
+	flag.Parse()
+
+	if *dsn == "" {
+		fmt.Fprintln(os.Stderr, "seed-example-projects: DATABASE_URL not set and -dsn empty")
+		os.Exit(1)
+	}
+
+	db, err := sqlx.Connect("postgres", *dsn)
+	if err != nil {
+		fmt.Fprintln(os.Stderr, "connect:", err)
+		os.Exit(1)
+	}
+	defer db.Close()
+
+	ctx := context.Background()
+	if err := run(ctx, db, *dryRun); err != nil {
+		fmt.Fprintln(os.Stderr, "seed-example-projects:", err)
+		os.Exit(1)
+	}
+}
+
+func run(ctx context.Context, db *sqlx.DB, dryRun bool) error {
+	ownerID, err := lookupOwner(ctx, db, ownerEmail)
+	if err != nil {
+		return fmt.Errorf("lookup owner: %w", err)
+	}
+	if ownerID == uuid.Nil {
+		fmt.Printf("note: %s not found in auth.users — created_by will be NULL\n", ownerEmail)
+	} else {
+		fmt.Printf("owner resolved: %s = %s\n", ownerEmail, ownerID)
+	}
+
+	procIDs, err := lookupProceedingTypes(ctx, db, proceedingCodes)
+	if err != nil {
+		return fmt.Errorf("lookup proceeding_types: %w", err)
+	}
+
+	tx, err := db.BeginTxx(ctx, nil)
+	if err != nil {
+		return fmt.Errorf("begin tx: %w", err)
+	}
+	defer func() { _ = tx.Rollback() }() // no-op if Commit ran first
+
+	if err := wipe(ctx, tx); err != nil {
+		return fmt.Errorf("wipe: %w", err)
+	}
+
+	tree, err := seed(ctx, tx, ownerID, procIDs)
+	if err != nil {
+		return fmt.Errorf("seed: %w", err)
+	}
+
+	if dryRun {
+		fmt.Println("\n--- DRY RUN — rolling back ---")
+		return nil
+	}
+
+	if err := tx.Commit(); err != nil {
+		return fmt.Errorf("commit: %w", err)
+	}
+	fmt.Println("seed committed.")
+
+	if err := report(ctx, db, tree); err != nil {
+		return fmt.Errorf("report: %w", err)
+	}
+	return nil
+}
+
+func lookupOwner(ctx context.Context, db *sqlx.DB, email string) (uuid.UUID, error) {
+	var id uuid.UUID
+	err := db.GetContext(ctx, &id, `SELECT id FROM auth.users WHERE email = $1`, email)
+	if errors.Is(err, sql.ErrNoRows) {
+		return uuid.Nil, nil
+	}
+	if err != nil {
+		return uuid.Nil, err
+	}
+	return id, nil
+}
+
+func lookupProceedingTypes(ctx context.Context, db *sqlx.DB, codes []string) (map[string]int, error) {
+	rows, err := db.QueryxContext(ctx,
+		`SELECT id, code FROM paliad.proceeding_types WHERE code = ANY($1)`,
+		pgTextArray(codes))
+	if err != nil {
+		return nil, err
+	}
+	defer rows.Close()
+
+	out := make(map[string]int, len(codes))
+	for rows.Next() {
+		var id int
+		var code string
+		if err := rows.Scan(&id, &code); err != nil {
+			return nil, err
+		}
+		out[code] = id
+	}
+	for _, c := range codes {
+		if _, ok := out[c]; !ok {
+			return nil, fmt.Errorf("proceeding_types row missing for code=%q", c)
+		}
+	}
+	return out, nil
+}
+
+// pgTextArray is the lib/pq array adapter, repackaged inline so the
+// script doesn't need a separate util import.
+func pgTextArray(xs []string) any {
+	type arr = []string
+	return arr(xs)
+}
+
+// wipe deletes every paliad.projects row. FK CASCADE handles the
+// dependent tables (verified live 2026-05-25 against information_schema:
+// appointments, approval_requests, approval_policies, deadlines,
+// documents, notes, parties, project_events, project_partner_units,
+// project_teams, submission_drafts, user_pinned_projects,
+// user_calendar_bindings, checklist_shares all cascade; projects.
+// counterclaim_of and checklist_instances SET NULL; policy_audit_log
+// SET NULL).
+//
+// Reference tables (proceeding_types, deadline_rules, event_types,
+// gerichte, checklists, firms, partner_units, profiles) are not
+// referenced from this delete.
+func wipe(ctx context.Context, tx *sqlx.Tx) error {
+	res, err := tx.ExecContext(ctx, `DELETE FROM paliad.projects`)
+	if err != nil {
+		return err
+	}
+	n, _ := res.RowsAffected()
+	fmt.Printf("wiped: %d project rows (FK CASCADE handled dependents)\n", n)
+	return nil
+}
+
+// seededNode is one row of the seed result, kept so we can print the
+// chain code after commit without re-querying for IDs.
+type seededNode struct {
+	id    uuid.UUID
+	title string
+}
+
+// seed inserts the example tree. Order matters because parent_id FKs
+// must already exist — clients first, then litigations under them, then
+// patents, then cases (with the CCR case referencing its sibling
+// Klage case via counterclaim_of).
+func seed(ctx context.Context, tx *sqlx.Tx, ownerID uuid.UUID, procIDs map[string]int) ([]seededNode, error) {
+	var nodes []seededNode
+
+	insertProject := func(p projectInsert) (uuid.UUID, error) {
+		id := uuid.New()
+		var createdBy any
+		if ownerID != uuid.Nil {
+			createdBy = ownerID
+		}
+		_, err := tx.ExecContext(ctx, `
+			INSERT INTO paliad.projects (
+			    id, type, parent_id, title, reference, description, status,
+			    created_by, industry, country, client_number, matter_number,
+			    patent_number, filing_date, grant_date,
+			    court, case_number, proceeding_type_id,
+			    our_side, opponent_code, instance_level, counterclaim_of
+			) VALUES (
+			    $1, $2, $3, $4, $5, $6, 'active',
+			    $7, $8, $9, $10, $11,
+			    $12, $13, $14,
+			    $15, $16, $17,
+			    $18, $19, $20, $21
+			)`,
+			id, p.Type, nullUUID(p.ParentID), p.Title, nullStr(p.Reference), nullStr(p.Description),
+			createdBy, nullStr(p.Industry), nullStr(p.Country), nullStr(p.ClientNumber), nullStr(p.MatterNumber),
+			nullStr(p.PatentNumber), nullDate(p.FilingDate), nullDate(p.GrantDate),
+			nullStr(p.Court), nullStr(p.CaseNumber), nullInt(p.ProceedingTypeID),
+			nullStr(p.OurSide), nullStr(p.OpponentCode), nullStr(p.InstanceLevel), nullUUID(p.CounterclaimOf),
+		)
+		if err != nil {
+			return uuid.Nil, fmt.Errorf("insert %s %q: %w", p.Type, p.Title, err)
+		}
+		nodes = append(nodes, seededNode{id: id, title: p.Title})
+		return id, nil
+	}
+
+	// --- Client 1: Siemens AG ----------------------------------------
+	siemens, err := insertProject(projectInsert{
+		Type: "client", Title: "Siemens AG", Reference: "SIEMENS",
+		Industry: "Telekommunikation / Industrieelektronik", Country: "DE",
+		Description: "Beispiel-Mandant — Telekommunikation & Halbleiter.",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	siemensHuawei, err := insertProject(projectInsert{
+		Type: "litigation", ParentID: siemens,
+		Title: "Siemens ./. Huawei Technologies", OpponentCode: "HUAW",
+		Description: "Patentstreit Mobilfunk-Standardpatent.", OurSide: "claimant",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	siemensHuaweiPatent, err := insertProject(projectInsert{
+		Type: "patent", ParentID: siemensHuawei,
+		Title:        "EP3456789 — Funkkommunikationssystem mit Mehrfachantenne",
+		PatentNumber: "EP3456789",
+		FilingDate:   "2018-03-12", GrantDate: "2022-11-09",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	upcInfCFI, err := insertProject(projectInsert{
+		Type: "case", ParentID: siemensHuaweiPatent,
+		Title:            "UPC CFI München — Klage Siemens ./. Huawei (EP3456789)",
+		Court:            "UPC Lokalkammer München",
+		CaseNumber:       "UPC_CFI_123/2026",
+		ProceedingTypeID: procIDs["upc.inf.cfi"],
+		OurSide:          "claimant",
+		InstanceLevel:    "first",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	_, err = insertProject(projectInsert{
+		Type: "case", ParentID: siemensHuaweiPatent,
+		Title:            "UPC CFI München — Widerklage Huawei ./. Siemens (EP3456789)",
+		Court:            "UPC Lokalkammer München",
+		CaseNumber:       "UPC_CFI_123/2026 (CCR)",
+		ProceedingTypeID: procIDs["upc.ccr.cfi"],
+		OurSide:          "defendant", // we're respondent on the CCR
+		InstanceLevel:    "first",
+		CounterclaimOf:   upcInfCFI,
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	_, err = insertProject(projectInsert{
+		Type: "case", ParentID: siemensHuaweiPatent,
+		Title:            "UPC Berufungsgericht — Berufung Huawei (EP3456789)",
+		Court:            "UPC Court of Appeal",
+		CaseNumber:       "UPC_CoA_45/2027",
+		ProceedingTypeID: procIDs["upc.apl.merits"],
+		OurSide:          "respondent",
+		InstanceLevel:    "appeal",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	siemensBosch, err := insertProject(projectInsert{
+		Type: "litigation", ParentID: siemens,
+		Title: "Siemens ./. Robert Bosch GmbH", OpponentCode: "BOSCH",
+		Description: "Sensorik / autonomes Fahren.", OurSide: "claimant",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	siemensBoschPatent, err := insertProject(projectInsert{
+		Type: "patent", ParentID: siemensBosch,
+		Title:        "EP1111222 — Sensoreinrichtung für autonomes Fahren",
+		PatentNumber: "EP1111222",
+		FilingDate:   "2017-06-21", GrantDate: "2021-08-04",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	_, err = insertProject(projectInsert{
+		Type: "case", ParentID: siemensBoschPatent,
+		Title:            "LG München I — Klage Siemens ./. Bosch (EP1111222)",
+		Court:            "Landgericht München I",
+		CaseNumber:       "7 O 12345/26",
+		ProceedingTypeID: procIDs["de.inf.lg"],
+		OurSide:          "claimant",
+		InstanceLevel:    "first",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	// --- Client 2: Bayer AG ------------------------------------------
+	bayer, err := insertProject(projectInsert{
+		Type: "client", Title: "Bayer AG", Reference: "BAYER",
+		Industry: "Pharma / Life Sciences", Country: "DE",
+		Description: "Beispiel-Mandant — pharmazeutische Wirkstoffe.",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	bayerNova, err := insertProject(projectInsert{
+		Type: "litigation", ParentID: bayer,
+		Title: "Bayer ./. Novartis Pharma", OpponentCode: "NOVA",
+		Description: "Wirkstoffverbindung X — Einspruch + Nichtigkeit.", OurSide: "claimant",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	bayerNovaPatent, err := insertProject(projectInsert{
+		Type: "patent", ParentID: bayerNova,
+		Title:        "EP2222333 — Wirkstoffverbindung X",
+		PatentNumber: "EP2222333",
+		FilingDate:   "2015-09-30", GrantDate: "2020-04-22",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	_, err = insertProject(projectInsert{
+		Type: "case", ParentID: bayerNovaPatent,
+		Title:            "EPA Einspruch — Novartis ./. EP2222333",
+		Court:            "Europäisches Patentamt — Einspruchsabteilung",
+		CaseNumber:       "OPP-2026-0042",
+		ProceedingTypeID: procIDs["epa.opp.opd"],
+		OurSide:          "respondent", // Bayer is patent owner defending the patent
+		InstanceLevel:    "first",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	_, err = insertProject(projectInsert{
+		Type: "case", ParentID: bayerNovaPatent,
+		Title:            "BPatG — Nichtigkeitsklage Novartis ./. EP2222333",
+		Court:            "Bundespatentgericht",
+		CaseNumber:       "5 Ni 12/26",
+		ProceedingTypeID: procIDs["de.null.bpatg"],
+		OurSide:          "respondent",
+		InstanceLevel:    "first",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	// --- Client 3: Beispiel AG (intentionally sparse) ----------------
+	// Demonstrates the empty-segment skip in BuildProjectCode — the
+	// case row has a proceeding_type set so the tail is present, but
+	// no instance_level / our_side, and the patent's number is national
+	// (DE) so the last-3-digits segment shows DE-style behaviour.
+	beispiel, err := insertProject(projectInsert{
+		Type: "client", Title: "Beispiel AG", Reference: "BEISPL",
+		Industry: "Unspezifiziert", Country: "DE",
+		Description: "Sparse-Beispiel — zeigt, wie fehlende Segmente übersprungen werden.",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	beispielWtb, err := insertProject(projectInsert{
+		Type: "litigation", ParentID: beispiel,
+		Title: "Beispiel ./. Wettbewerber GmbH", OpponentCode: "WTB",
+		Description: "Demo-Litigation ohne große Detailtiefe.",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	beispielWtbPatent, err := insertProject(projectInsert{
+		Type: "patent", ParentID: beispielWtb,
+		Title:        "DE10987654 — Demo-Erfindung",
+		PatentNumber: "DE10987654",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	_, err = insertProject(projectInsert{
+		Type: "case", ParentID: beispielWtbPatent,
+		Title:            "DPMA Einspruch — Wettbewerber ./. DE10987654",
+		Court:            "Deutsches Patent- und Markenamt",
+		CaseNumber:       "DPMA-EIN-987/26",
+		ProceedingTypeID: procIDs["dpma.opp.dpma"],
+		OurSide:          "respondent",
+		InstanceLevel:    "first",
+	})
+	if err != nil {
+		return nil, err
+	}
+
+	fmt.Printf("seeded: %d projects\n", len(nodes))
+	return nodes, nil
+}
+
+// projectInsert is the typed input for one insertProject call. Pointer
+// fields are kept as plain strings here and converted via nullStr at
+// bind time; keeps the call sites readable.
+type projectInsert struct {
+	Type             string
+	ParentID         uuid.UUID
+	Title            string
+	Reference        string
+	Description      string
+	Industry         string
+	Country          string
+	ClientNumber     string
+	MatterNumber     string
+	PatentNumber     string
+	FilingDate       string // YYYY-MM-DD
+	GrantDate        string
+	Court            string
+	CaseNumber       string
+	ProceedingTypeID int
+	OurSide          string
+	OpponentCode     string
+	InstanceLevel    string
+	CounterclaimOf   uuid.UUID
+}
+
+func nullStr(s string) any {
+	if s == "" {
+		return nil
+	}
+	return s
+}
+
+func nullInt(i int) any {
+	if i == 0 {
+		return nil
+	}
+	return i
+}
+
+func nullUUID(u uuid.UUID) any {
+	if u == uuid.Nil {
+		return nil
+	}
+	return u
+}
+
+func nullDate(s string) any {
+	if s == "" {
+		return nil
+	}
+	t, err := time.Parse("2006-01-02", s)
+	if err != nil {
+		return nil
+	}
+	return t
+}
+
+// reportRow is one row of the post-seed report — only the fields the
+// printout needs.
+type reportRow struct {
+	ID    uuid.UUID `db:"id"`
+	Type  string    `db:"type"`
+	Title string    `db:"title"`
+	Path  string    `db:"path"`
+}
+
+// report prints the seeded tree with the auto-derived chain code for
+// each row. Uses services.BuildProjectCode so the script verifies the
+// same helper the live app uses (catches drift if the algorithm
+// changes).
+func report(ctx context.Context, db *sqlx.DB, _ []seededNode) error {
+	var rows []reportRow
+	err := db.SelectContext(ctx, &rows, `
+		SELECT id, type, title, path
+		  FROM paliad.projects
+		 ORDER BY path
+	`)
+	if err != nil {
+		return err
+	}
+
+	fmt.Println("\nresulting chain codes:")
+	tw := tabwriter.NewWriter(os.Stdout, 0, 0, 2, ' ', 0)
+	fmt.Fprintln(tw, "TYPE\tTITLE\tCODE")
+	for _, r := range rows {
+		code, err := services.BuildProjectCode(ctx, db, r.ID)
+		if err != nil {
+			return fmt.Errorf("build code for %s: %w", r.ID, err)
+		}
+		indent := strings.Repeat("  ", pathDepth(r.Path)-1)
+		fmt.Fprintf(tw, "%s\t%s%s\t%s\n", r.Type, indent, r.Title, code)
+	}
+	return tw.Flush()
+}
+
+func pathDepth(p string) int {
+	if p == "" {
+		return 1
+	}
+	d := 1
+	for _, c := range p {
+		if c == '.' {
+			d++
+		}
+	}
+	return d
+}