content(changelog): drop submission-generator entry per task scope

t-paliad-229 hard rule: "Don't write release notes for things still
in design phase (submission generator, etc.)". Klageerwiderung
shipped end-to-end via t-paliad-215 Slice 1, but m flagged the whole
submission generator as too early for the public changelog — only
one template, more to follow. Removing the 2026-05-19 entry; the 9
other entries remain unchanged.

.m/config.yaml

@@ -1,6 +1,3 @@
-# Project-specific mai configuration
-# Auto-generated by 'mai init' — run 'mai setup' to customize
-
 provider: claude
 providers:
     claude:
@@ -47,21 +44,13 @@ worker:
     name_scheme: role
     default_level: standard
     auto_discard: false
-    max_workers: 5
+    max_workers: 7
     persistent: true
 head:
-    name: "paliadin"
-    max_loops: 50
-    infinity_mode: false
-    max_idle_duration: 2h0m0s
-    backoff_intervals:
-        - 5
-        - 10
-        - 15
-        - 30
+    name: paliadin
 capacity:
     global:
-        max_workers: 5
+        max_workers: 7
         max_heads: 3
     per_worker:
         max_tasks_lifetime: 0

cmd/server/main.go

@@ -128,6 +128,20 @@ func main() {
 		inviteSvc := services.NewInviteService(pool, mailSvc, handlers.AllowedEmailDomains, baseURL)
 		reminderSvc := services.NewReminderService(pool, mailSvc, users, baseURL)
 
+		// t-paliad-223 Slice B (#49) — Supabase Admin API client for the
+		// new "Konto direkt anlegen" path on /admin/team. The key is
+		// optional: when unset the client still wires (so dependents
+		// don't panic) but every call short-circuits with
+		// ErrSupabaseAdminUnavailable so the rest of the server stays
+		// runnable.
+		supabaseAdminClient := services.LoadSupabaseAdminClient()
+		if supabaseAdminClient.Enabled() {
+			log.Println("supabase admin API configured — /admin/team Add-User path active")
+		} else {
+			log.Println("SUPABASE_SERVICE_ROLE_KEY not set — /admin/team Add-User path will return 503")
+		}
+		users.SetAddUserDeps(supabaseAdminClient, mailSvc, baseURL)
+
 		// Wire EmailTemplateService onto the MailService so DB-backed admin
 		// edits propagate without a process restart. The constructor is split
 		// from MailService creation because the DB pool isn't available yet
@@ -137,6 +151,11 @@ func main() {
 
 		eventTypeSvc := services.NewEventTypeService(pool, users)
 		deadlineSvc := services.NewDeadlineService(pool, projectSvc, eventTypeSvc)
+		// t-paliad-225 Slice A — user-authored checklist templates.
+		// Slice B adds checklist_shares grants + admin promotion.
+		checklistCatalogSvc := services.NewChecklistCatalogService(pool)
+		sysAuditSvc := services.NewSystemAuditLogService(pool)
+		checklistTemplateSvc := services.NewChecklistTemplateService(pool, checklistCatalogSvc, sysAuditSvc, users)
 		svcBundle = &handlers.Services{
 			Project:        projectSvc,
 			Team:           teamSvc,
@@ -165,7 +184,11 @@ func main() {
 			EventType:      eventTypeSvc,
 			Dashboard:      services.NewDashboardService(pool, users),
 			Note:           services.NewNoteService(pool, projectSvc, appointmentSvc),
-			ChecklistInst:  services.NewChecklistInstanceService(pool, projectSvc),
+			ChecklistInst:  services.NewChecklistInstanceService(pool, projectSvc, checklistCatalogSvc),
+			ChecklistCatalog: checklistCatalogSvc,
+			ChecklistTemplate: checklistTemplateSvc,
+			ChecklistShare: services.NewChecklistShareService(pool, checklistTemplateSvc, sysAuditSvc, users),
+			ChecklistPromotion: services.NewChecklistPromotionService(pool, checklistTemplateSvc, sysAuditSvc, users),
 			Mail:           mailSvc,
 			Invite:         inviteSvc,
 			Agenda:         services.NewAgendaService(pool, users, eventTypeSvc),
@@ -178,8 +201,9 @@ func main() {
 			UserView:       services.NewUserViewService(pool),
 			Broadcast:      services.NewBroadcastService(pool, mailSvc, users, teamSvc, emailTemplateSvc),
 			Pin:            services.NewPinService(pool, projectSvc),
-			CardLayout:      services.NewCardLayoutService(pool),
-			DashboardLayout: services.NewDashboardLayoutService(pool),
+			CardLayout:              services.NewCardLayoutService(pool),
+			DashboardLayout:         services.NewDashboardLayoutService(pool),
+			FirmDashboardDefault:    services.NewFirmDashboardDefaultService(pool),
 			Projection:      services.NewProjectionService(pool, projectSvc, deadlineSvc, appointmentSvc, services.NewFristenrechnerService(rules, holidays, courts), rules),
 			// t-paliad-214 Slice 1 — personal-scope data export. firm name
 			// is captured into __meta of every export and printed in the
@@ -194,6 +218,16 @@ func main() {
 		// without approvals — so keeping this a setter keeps both
 		// constructors simple).
 		svcBundle.Dashboard.SetApprovalService(svcBundle.Approval)
+		// Slice C wires PinService into DashboardService for the
+		// pinned-projects widget. Pin pre-dates t-paliad-219; no new
+		// schema, no circular dependency (Pin doesn't know about the
+		// dashboard).
+		svcBundle.Dashboard.SetPinService(svcBundle.Pin)
+		// Slice C wires the firm-wide dashboard default into the
+		// per-user layout service so GetOrSeed/ResetToDefault prefer
+		// the admin-set firm default over the code-resident factory.
+		// Nil-safe: empty firm row falls back to the factory layout.
+		svcBundle.DashboardLayout.SetFirmDefaultService(svcBundle.FirmDashboardDefault)
 
 		// t-paliad-215 Slice 1 — submission generator. Three services
 		// stitched together by handlers/submissions.go: registry pulls

docs/design-calendar-view-align-2026-05-20.md

@@ -0,0 +1,448 @@
+# Design: Align calendar-view rendering between Events/Termine and Custom Views
+
+**Task:** t-paliad-224 — m/paliad#55
+**Author:** bohr (inventor)
+**Date:** 2026-05-20
+**Status:** ACCEPTED — all 8 (R) defaults confirmed by head 2026-05-20 (msg #2087); coder shift authorised on same branch.
+**Branch:** `mai/bohr/calendar-view-align`
+
+---
+
+## 0. Premise check (verified against live source 2026-05-20)
+
+m's brief mentions two surfaces ("Events/Termine" and "Custom Views' calendar view type"). The live codebase has **three** distinct calendar implementations, not two:
+
+| | A — Events tab | B — Standalone | C — Custom Views |
+|---|---|---|---|
+| URL | `/events?type=…&` calendar tab | `/deadlines/calendar`, `/appointments/calendar` | `/views/{slug}` with `render_spec.shape="calendar"` |
+| Shell TSX | `frontend/src/events.tsx:239-269` (inline `events-calendar-wrap` block) | `frontend/src/deadlines-calendar.tsx`, `frontend/src/appointments-calendar.tsx` | `frontend/src/views.tsx:104` (`views-shape-calendar` host) |
+| Renderer | `frontend/src/client/events.ts:589-656` (`renderCalendar()`) | `frontend/src/client/deadlines-calendar.ts`, `frontend/src/client/appointments-calendar.ts` | `frontend/src/client/views/shape-calendar.ts` (525 lines, mounted from `client/views.ts:227`) |
+| Build entry | `events.html` (one bundle) | `deadlines-calendar.html` + `appointments-calendar.html` (two extra bundles) — `frontend/build.ts:258,261,387,390` | none (mounted into the views host at runtime) |
+| Handler | `handleEventsPage` | `handleDeadlinesCalendarPage`, `handleAppointmentsCalendarPage` — `internal/handlers/handlers.go:470,476`; impls in `internal/handlers/deadlines_pages.go:26`, `internal/handlers/appointments_pages.go:27` | `handleViewsBySlug` |
+
+**Reachability of B (standalone calendars).** `grep` for the URL strings inside `frontend/` finds only `paliadin-context.ts:96,100` (which decode the URL when the user is **already** on the page). The current Sidebar (`frontend/src/components/Sidebar.tsx:162-163`) routes to `/events?type=deadline` and `/events?type=appointment` — the calendar tab inside `/events` is the only UI-reachable calendar today. Routes B exist but are orphaned in navigation; they live for bookmarks / external links / paliadin context.
+
+The brief's choice of canonical renderer ("likely the Custom Views renderer if it's the more recent / general one") is the right one — verified below in §3.
+
+---
+
+## 1. m's intent (as I read it)
+
+> "the calendar views in Events / Termine are different than in the custom views calendar view type. That should be aligned!"
+
+The literal statement is about visual + behavioural parity. Read alongside the brief's "drop the duplicate code path" and the explicit naming of `shape-calendar.ts` / `appointments-calendar.tsx` / `client/appointments-calendar.ts`, the intent is:
+
+1. **One calendar component**, mounted from both the events-page surface and the custom-views surface.
+2. **Identical visual output** when the same items land in either surface.
+3. **No duplicate code path** — orphaned standalone calendar TSX + client + dist pages go.
+4. **Alignment first, not new features** — drag-to-create / week-resize / etc. are explicitly out of scope per the issue body.
+
+The smallest-diff path that delivers that intent is "canonicalise on shape-calendar.ts and fold A in" — see §3.
+
+---
+
+## 2. What actually diverges today
+
+Side-by-side after reading all three implementations (cited line numbers above):
+
+| Dimension | A (`/events` tab) | B (`/deadlines/calendar`, `/appointments/calendar`) | C (Custom Views) |
+|---|---|---|---|
+| Views offered | month only | month only | month + week + day |
+| URL deep-link state | none (calendar month is in-memory, lost on refresh) | none | yes — `?cal_view=…&cal_date=YYYY-MM-DD` |
+| Cell content | day-num + max 4 dots + "+N" | day-num + max 4 dots + "+N" | day-num + max 3 text **pills** + "+N" |
+| Dot/pill colour key | urgency for deadlines (`frist-urgency-overdue/soon/later/done`) + single appointment colour (`events-cal-dot-appointment`) — mixed semantics | (deadlines page) urgency only; (appointments page) appointment-type colours via `termin-type-hearing/meeting/consultation/deadline_hearing` + legend strip | **kind-coded** — `views-calendar-pill--{deadline|appointment|project_event|approval_request}` |
+| Today indicator | accent circle on day-number (`frist-cal-today .frist-cal-day` → coloured pill) | identical to A | border + inset box-shadow ring on entire cell (`views-calendar-cell--today`) |
+| Click cell | opens modal popup (`#events-cal-popup`) listing the day's items | opens modal popup (`#cal-popup`) | drills into **day view** (changes URL via `?cal_view=day&cal_date=…`), no modal |
+| "+N" overflow | rendered as static `.frist-cal-more` span (not clickable) | identical | rendered as a button — opens the day view (same drill as the day-num button) |
+| Empty state | per-month "Keine Einträge im ausgewählten Zeitraum." | per-month "Keine Fristen…" / "Keine Termine…" | per-day in week/day views ("Keine Einträge."), no per-month empty in month view |
+| Toolbar | inline ‹ month-label › + Heute button | identical | view-switcher chips (M/W/D) + ‹ range-label › + (in day/week) "Zurück zum Monat" link |
+| Weekday header | 7 static `.frist-cal-weekday` divs hard-coded in TSX | identical | rendered inline in the JS grid (single grid spans weekday row + day cells) |
+| Mobile fallback | `@media (max-width: 700px)` shrinks cell min-height to 64px (CSS-only) | identical | `<600px` → adds a notice + uses cards-style stack; CSS-only no special media query (notice is data-driven) |
+| Data source | `/api/events` (one fetch, all items unfiltered by date) | `/api/deadlines` or `/api/appointments` separately | `/api/views/{slug}/run` (filter-spec backed, ViewRow[] discriminated by `kind`) |
+| Item shape | `EventListItem` (discriminator field `type`) | `Deadline` or `Appointment` (typed) | `ViewRow` (discriminator field `kind`) |
+| Detail link | `/deadlines/{id}` or `/appointments/{id}` from popup row | identical | direct anchor on the pill/row, no popup |
+| Lang / i18n | `cal.day.*`, `events.calendar.empty` | `cal.day.*`, `appointments.kalender.empty`, `deadlines.kalender.empty`, `appointments.type.*` (legend) | `cal.day.*`, `cal.view.*`, `cal.month.{prev,next}`, `cal.week.*`, `cal.day.no_entries`, `views.calendar.mobile_fallback` |
+
+The two A/B implementations are near-clones of each other — Slice C alignment alone wouldn't fix the bigger "two of these are the same code with a coat of paint" problem.
+
+CSS surface: `.frist-cal-*` is consumed **only** by A + B (verified by grep across `frontend/` + `internal/` — no third party). After the refactor, the entire `.frist-cal-calendar`, `.frist-cal-grid`, `.frist-cal-cell{,-empty,-has}`, `.frist-cal-day`, `.frist-cal-today`, `.frist-cal-dot{*}`, `.frist-cal-more`, `.frist-cal-popup-*`, `.frist-cal-weekday`, `.termin-cal-legend{,-item}`, `.termin-cal-dot`, `.events-cal-dot-appointment` block in `frontend/src/styles/global.css:7464-7620` and `:8019-8023` and `:8680-8700` and `:11519-11533` is deletable. About **180 lines of CSS** go away.
+
+---
+
+## 3. Recommended design (TL;DR)
+
+| Area | Recommendation | Smallest-diff alternative considered & rejected |
+|---|---|---|
+| **Canonical renderer** | `shape-calendar.ts` is the canonical renderer. Extract its mount API behind a small `mountCalendar(host, items, opts)` boundary so both /events and /views call it. | Two-way merge (cherry-pick best of both into a third component) — strictly more code, no clean canon to point coders at later. |
+| **/events calendar tab** | Replaces inline month grid + popup with a `mountCalendar(host, items, { urlState: true, defaultView: "month" })` call. Drops `renderCalendar()`, `openCalPopup()`, `wireCalNav()`, and the entire `events-cal-*` TSX subtree. Gains month/week/day views, drill-down, URL state — for free. | Keep A as-is, only converge B with C: leaves the headline divergence (the one m sees in the UI today) unresolved. |
+| **/deadlines/calendar + /appointments/calendar** | Routes redirect 301 to `/events?type=deadline&view=calendar` and `/events?type=appointment&view=calendar`. TSX + client + dist artefacts deleted. `paliadin-context.ts` entries for the old paths kept (the redirect target carries through to the same context label). | Delete routes outright: breaks bookmarks. A 301 is one line per route. |
+| **Data adapter** | `client/events.ts` already loads `EventListItem[]` from `/api/events`. Adapter is a one-liner field rename (`type` → `kind`) — the rest of the shape is identical to `ViewRow`. Existing API endpoints unchanged. | Migrate /events tab to `/api/views/{slug}/run` with an ad-hoc filter spec: pulls a lot of substrate (filter spec assembly, view caching) into the events flow for zero gain when the existing API already returns the right shape. |
+| **Per-shape config** | Reuse `CalendarConfig` (`default_view`, `show_weekends`). `/events` calendar tab passes `default_view: "month"` so it stays month-first; future surfaces can pass `"week"` if needed. | Hard-code "month" inside mountCalendar — closes the door on /events week/day tabs we may want later. |
+| **Subtype dot colouring** | Drop the per-appointment-type colour legend (deadline-only colouring was urgency-based and mixed semantics with subtype anyway). Pills are kind-coded only — same as `/views/{slug}` with `shape=calendar` does today. Subtype colouring can be added later as a `CalendarConfig.subtype_colors: bool` flag if a user asks. | Preserve the type-colour legend on the events page: only the orphaned /appointments/calendar page exposes it today, and bringing it into /events means designing the legend at the events-page level (events can be deadlines OR appointments OR both per current chip filter). Easier to defer until requested. |
+| **CSS** | Delete the `.frist-cal-*` block entirely (~180 lines). The single source of truth becomes `.views-calendar-*`. Same lime-green accent (`var(--color-accent)`), same surface tokens — colour parity is automatic. | Keep both blocks: leaves a CSS minefield where future devs are unsure which class to use. |
+| **i18n** | New keys land under the existing `cal.*` namespace (`cal.view.month/week/day`, `cal.day.back_to_month`, `cal.day.open_day`, `cal.day.no_entries`, `views.calendar.mobile_fallback`). These already exist for Custom Views — no new strings needed. Delete the `appointments.kalender.*`, `deadlines.kalender.*`, `appointments.type.*` (legend-only) keys, plus `events.calendar.empty` (replaced by `cal.day.no_entries` at the day-view level). | Keep DE/EN strings as-is for compatibility: just delete-and-go. The keys aren't part of any user-saved data. |
+
+**Net code change (estimated by file):**
+
+- **Delete:** `frontend/src/appointments-calendar.tsx`, `frontend/src/deadlines-calendar.tsx`, `frontend/src/client/appointments-calendar.ts`, `frontend/src/client/deadlines-calendar.ts` — together ~560 lines.
+- **Trim:** ~80 lines from `events.tsx` (calendar subtree), ~140 lines from `client/events.ts` (`renderCalendar`/`openCalPopup`/nav handlers/calendar state).
+- **Trim:** ~180 lines from `global.css` (`.frist-cal-*` block).
+- **Add:** `frontend/src/client/calendar/mount-calendar.ts` — the extracted public API (~60 lines incl. types).
+- **Refactor:** `frontend/src/client/views/shape-calendar.ts` becomes a 30-line wrapper that calls `mountCalendar` with `urlState: true` and the spec's calendar config. Most of the existing 525 lines move into `mount-calendar.ts` verbatim.
+- **Backend:** 4 lines total — turn the two standalone-calendar handlers into 301 redirects (one line each, plus matching delete of the standalone HTML file write in `frontend/build.ts:387,390`).
+
+Net: **~700 LOC removed, ~100 LOC added, zero new endpoints, zero schema changes, zero new dependencies.**
+
+---
+
+## 4. Architecture sketch
+
+```
+                          ┌─────────────────────────────┐
+                          │  frontend/src/client/       │
+                          │    calendar/                │
+                          │      mount-calendar.ts ★    │  ← new shared module
+                          │      types.ts (CalendarItem)│
+                          └──────────────┬──────────────┘
+                                         │
+                ┌────────────────────────┼─────────────────────────┐
+                │                        │                         │
+   client/events.ts (Kalender tab)   client/views/                 │
+                │                    shape-calendar.ts             │
+                │                    (thin wrapper)                │
+                │                        │                         │
+                │                        ▼                         │
+                │                    client/views.ts               │
+                │                    paintRows(…, "calendar")      │
+                │                                                  │
+                └──────────────────────────────────────────────────┘
+
+           Data flows:
+           A: /events  → fetch /api/events?type=…&status=…    → EventListItem[]
+                       → toCalendarItem(items)                 → CalendarItem[]
+                       → mountCalendar(host, items, opts)
+
+           C: /views/{slug} → fetch /api/views/{slug}/run     → ViewRow[]
+                            → toCalendarItem(rows) (noop-ish: rename ‘type’→‘kind’ already done)
+                            → renderCalendarShape() → mountCalendar(host, items, opts)
+```
+
+### 4.1 The shared module (`mount-calendar.ts`)
+
+```ts
+// frontend/src/client/calendar/mount-calendar.ts
+import { t, tDyn, getLang, type I18nKey } from "../i18n";
+
+export type CalendarKind =
+  | "deadline" | "appointment" | "project_event" | "approval_request";
+
+export interface CalendarItem {
+  kind: CalendarKind;
+  id: string;
+  title: string;
+  event_date: string;           // ISO-8601; first 10 chars are yyyy-mm-dd
+  project_id?: string;
+  project_title?: string;
+  project_reference?: string;
+}
+
+export interface CalendarOpts {
+  defaultView?: "month" | "week" | "day";
+  /** If true, calendar reads/writes ?cal_view + ?cal_date (or the prefixed
+   *  equivalents); if false, state is in-memory only (use for embedded
+   *  calendars where URL state belongs to the host page). */
+  urlState?: boolean;
+  /** Optional prefix for URL params (default: empty). Set if more than
+   *  one calendar might live on the same URL. */
+  urlPrefix?: string;
+  /** Optional override: how to render a row's href. Default uses the
+   *  kind→/deadlines|/appointments|/inbox|/projects routing the existing
+   *  shape-calendar.ts ships with. */
+  hrefFor?: (item: CalendarItem) => string;
+}
+
+export interface CalendarHandle {
+  /** Re-render with a new item set (e.g. after a filter change in /events). */
+  update(items: CalendarItem[]): void;
+  /** Tear down listeners + clear host. */
+  destroy(): void;
+}
+
+export function mountCalendar(
+  host: HTMLElement,
+  items: CalendarItem[],
+  opts?: CalendarOpts,
+): CalendarHandle;
+```
+
+Internals lifted verbatim from `shape-calendar.ts` (toolbar, renderMonth/Week/Day, renderPill, renderRowAnchor, bucketByDate, filterByDay, startOfWeek, shift, isToday, isoDate, formatRangeLabel, formatWeekHeader, readView/Anchor, writeURL). Two tweaks:
+
+- `readView`/`readAnchor`/`writeURL` accept the `urlPrefix` so embedded calendars on `/events?…&` don't clobber other pages' `?cal_view`.
+- `urlState: false` skips the URL read/write entirely — initial state comes from `opts.defaultView` and "today".
+
+### 4.2 `shape-calendar.ts` (after refactor)
+
+```ts
+import type { RenderSpec, ViewRow } from "./types";
+import { mountCalendar, type CalendarItem } from "../calendar/mount-calendar";
+
+export function renderCalendarShape(
+  host: HTMLElement, rows: ViewRow[], render: RenderSpec,
+): void {
+  const items: CalendarItem[] = rows.map(r => ({
+    kind: r.kind,
+    id: r.id, title: r.title,
+    event_date: r.event_date,
+    project_id: r.project_id,
+    project_title: r.project_title,
+    project_reference: r.project_reference,
+  }));
+  mountCalendar(host, items, {
+    defaultView: render.calendar?.default_view ?? "month",
+    urlState: true,
+  });
+}
+```
+
+### 4.3 `client/events.ts` (calendar arm only)
+
+```ts
+// near the top
+import { mountCalendar, type CalendarItem, type CalendarHandle } from "./calendar/mount-calendar";
+
+// state
+let calendar: CalendarHandle | null = null;
+
+// inside applyView() when switching to calendar view:
+function ensureCalendarMounted(host: HTMLElement, items: CalendarItem[]) {
+  if (calendar) { calendar.update(items); return; }
+  calendar = mountCalendar(host, items, { urlState: false, defaultView: "month" });
+}
+
+// inside applyView() when switching AWAY from calendar:
+function teardownCalendar() {
+  if (calendar) { calendar.destroy(); calendar = null; }
+}
+
+function toCalendarItem(it: EventListItem): CalendarItem {
+  return {
+    kind: it.type as CalendarKind,    // type "deadline" | "appointment"
+    id: it.id, title: it.title,
+    event_date: itemDateISO(it) + "T00:00:00",
+    project_id: it.project_id,
+    project_title: it.project_title,
+    project_reference: it.project_reference,
+  };
+}
+```
+
+`urlState: false` for /events because the page already owns its own URL contract (`?type=`, `?status=`, etc.) and a second calendar deep-link param set would compete with future events-page state. (See §11 Q3 — this is a defaultable preference, not a hard constraint.)
+
+### 4.4 Standalone calendar redirects
+
+```go
+// internal/handlers/deadlines_pages.go
+func handleDeadlinesCalendarPage(w http.ResponseWriter, r *http.Request) {
+    http.Redirect(w, r, "/events?type=deadline&view=calendar", http.StatusMovedPermanently)
+}
+
+// internal/handlers/appointments_pages.go
+func handleAppointmentsCalendarPage(w http.ResponseWriter, r *http.Request) {
+    http.Redirect(w, r, "/events?type=appointment&view=calendar", http.StatusMovedPermanently)
+}
+```
+
+The `view=calendar` query string is a **new** events-page URL contract — needs a one-line addition to `client/events.ts:readURLState()` (which already reads `type`, `status`) to honour `view`. Today the view is in-memory only; pinning it to URL is a free side-benefit of this refactor (and lets the redirects land users on the calendar, not on the cards view).
+
+Build pipeline: delete entries `frontend/build.ts:258`, `261`, `387`, `390` (the two standalone calendar bundles + HTML writes). `paliadin-context.ts:96,100` keep their URL matches — the 301 fires server-side, so the client only ever sees `/events?type=…&view=calendar` (which already maps to a paliadin context).
+
+---
+
+## 5. Visual + interaction parity audit
+
+Walking m's brief checklist against the proposed end-state (assuming the user is on /events Kalender tab after this refactor):
+
+| Brief item | Today (A) | After refactor | Matches /views? |
+|---|---|---|---|
+| Event tile shape | dot | **pill with text** | ✓ |
+| Color | mixed (urgency + single appointment colour) | **kind-coded** (deadline / appointment / project_event / approval_request) | ✓ |
+| Click behaviour (navigate to detail) | modal popup → anchor | **direct anchor on pill** (no modal) | ✓ |
+| Today highlight | accent circle on day-num | **border ring on entire cell + box-shadow** | ✓ |
+| Weekday header | static TSX divs | **rendered inline in the JS grid** | ✓ |
+| Date-range / project / type filter shape | same `EventListItem[]` post-adapter | identical adapter feeds same `CalendarItem[]` shape | ✓ shared loader contract |
+
+Two surfaces still differ after the refactor — and that's by design:
+
+1. **/events** still has its three view chips above the calendar (Karten / Liste / Kalender) because the events page is multi-shape at the outer level. /views also has its outer shape chips (Liste / Karten / Kalender / Timeline). Both surfaces' shape chips look identical (`agenda-chip-row`).
+2. **/events** keeps the events-page-level filters (type chip, status select, project select, event-type/appointment-type filters) above the calendar; /views shows its filter-bar (filter-spec-driven axes) instead. Both surfaces' filter chrome is governed by the page, not the calendar — the calendar component itself is the same DOM either way.
+
+---
+
+## 6. Mobile parity
+
+`shape-calendar.ts` today does a mobile fallback at <600px (`mountCalendar` would carry this behaviour over). The fallback appends a single `<p>` notice — "Auf schmalen Bildschirmen empfehlen wir die Listenansicht" or equivalent (i18n key `views.calendar.mobile_fallback`). Cells still render and are responsive (the existing CSS uses CSS-grid + 1fr columns).
+
+After this refactor:
+
+- /events Kalender tab: gets the **same** notice + a contextual hint suggesting "Wechsle zu Karten oder Liste" (the events-page shape chips). One new i18n key, OR reuse the existing `views.calendar.mobile_fallback` and accept that it mentions "Listenansicht" generically.
+- /views Kalender shape: behaviour unchanged from today.
+
+Mobile audit boxes ticked:
+
+| | Today A | Today B | Today C | After |
+|---|---|---|---|---|
+| Cell shrinks on narrow viewport | ✓ (min-height 64px) | ✓ | partial (cells stay 80px) | ✓ (carry the C behaviour, plus the @media min-height shrink ported) |
+| Touch target size on pills | n/a (dots, not tappable) | n/a | OK (8px+ at 1x) — but verify on a real phone during coder smoke | OK |
+| Modal vs drill-down | modal (small viewports lose layout) | modal | drill-down (changes URL — natural back button) | drill-down across both surfaces |
+| Sidebar collision | sidebar collapses to bottom nav under 768px (existing behaviour) | identical | identical | identical |
+
+One coder-time TODO: verify the drill-down day-view is comfortable on mobile (it's a vertical list, should be fine, but worth one Playwright screenshot during smoke).
+
+---
+
+## 7. Tests + smoke
+
+Existing test coverage relevant to this refactor:
+
+- `frontend/src/client/views/shape-timeline-cv.test.ts` — sibling of shape-calendar, no calendar-specific tests today. Add `frontend/src/client/calendar/mount-calendar.test.ts` for the extracted module.
+- No Go tests touch handler dispatch for `/deadlines/calendar` or `/appointments/calendar` specifically (verified by grep).
+- `internal/services/render_spec_test.go` covers `CalendarConfig.validate()` — unchanged.
+
+New test plan:
+
+1. **`mount-calendar.test.ts` (new)** — table-driven:
+   - Empty `items[]` → month view renders 7-column grid + no pills + (for /views) per-day "no entries" only in day/week views.
+   - `items[]` with mixed kinds → pills get the correct `views-calendar-pill--{kind}` class.
+   - `?cal_view=week` → week column grid renders.
+   - Today bucket flagged with `--today` class on the correct cell.
+   - `+N` overflow renders when items per day > MAX_PILLS_PER_MONTH_CELL (3).
+   - `update(items)` after first mount swaps content without leaking listeners (assert no double-fire on month-nav click).
+2. **`client/events.ts`** — light test (existing pattern): after refactor, switching to Kalender chip mounts the calendar, switching away calls `destroy()`. No test exists for events.ts today (it's mostly DOM glue), so this is a new test or skip with a comment.
+3. **Smoke (manual, with `bun run build` + dev server)**:
+   - /events Kalender tab loads, shows pills, click pill navigates to detail.
+   - Day-num click → day view (URL changes if urlState is on for /events per Q3).
+   - /views/{slug} with `render_spec.shape=calendar` (need a saved view or temporary system view to exercise) still loads identical pills + drill-down.
+   - /deadlines/calendar → 301 → /events?type=deadline&view=calendar lands on Kalender tab.
+   - /appointments/calendar → 301 → /events?type=appointment&view=calendar lands on Kalender tab.
+   - DE + EN language toggle on both surfaces.
+   - Light + dark theme on both.
+4. **Build gate**: `go build ./... && go test ./internal/... && cd frontend && bun run build` must all be clean (per task brief).
+
+---
+
+## 8. Risks + mitigations
+
+| Risk | Likelihood | Mitigation |
+|---|---|---|
+| Custom Views users have saved views with `shape=calendar` and rely on the current week/day behaviour | low (shape-calendar is the canonical, only behaviour I'm changing about it is making `urlState` opt-in) | The refactor is structural — same toolbar, same drill-down, same URL params for /views. `urlState=true` stays the default for that surface. |
+| `paliadin-context.ts` keys (`deadlines.calendar`, `appointments.calendar`) become unreachable after redirects | low | The 301 fires before the client sees the URL; new URL maps to existing `events` context. If we want to preserve the labels, add `events?type=…&view=calendar` matchers in paliadin-context (one if-branch each) — recommend doing this in the same coder PR for tidiness. |
+| Subtype colouring loss is a feature regression for someone who used /appointments/calendar's legend | low | The page is unreachable from the UI; nobody reaches it without a bookmark. Q4 below confirms with m. |
+| Events-page calendar `urlState: false` means refresh loses the Kalender chip selection | medium (today: same — calendar is in-memory either way) | Either accept (status quo) or extend events.ts URL state to include `view` (~3 lines). Q3 below. |
+| /events fetch is unfiltered by date (loads everything); on a busy team Kalender may load slow | medium (existing behaviour) | Not addressed by this refactor. Filed as follow-up in §10. Filter spec / /api/views path solves it but is out of scope here. |
+| The 301 redirect to `/events?type=…&view=calendar` requires events.ts to honour `view=calendar` from the URL | hard requirement | Must include this in the coder PR. ~3 lines in `readURLState()`. |
+
+---
+
+## 9. What stays "out of scope" (consistent with the issue body)
+
+- New calendar UX: drag-to-create, week-resize, hover-preview, multi-day event spans.
+- Performance: switching `/events` to a date-window-bounded fetch (today it loads everything and filters client-side).
+- A unified events↔views landing (e.g. /events as a Saved View). Discussed in `design-events-unification-2026-05-04.md` and `design-data-display-model-2026-05-06.md`; deliberately not folded in here.
+- /agenda surface. It's a timeline-grouped feed, not a calendar grid — separate conversation if m wants to converge it.
+- Subtype dot colouring (deferred per §3 trade-off row).
+
+---
+
+## 10. Follow-ups (file as separate issues after this lands)
+
+1. **Date-windowed loading for /events Kalender.** Pass `?from=…&to=…` to `/api/events` matched to the visible month so a 5-year-old project history doesn't ship to the client on every Kalender open. Backend already accepts `from`/`to` per `internal/handlers/events.go`. Small.
+2. **Per-shape config: subtype colouring.** Add `CalendarConfig.subtype_colors` (bool, default false). Surface a `--subtype-{value}` modifier on the pill so the appointment-type colour key can come back per-view, if a user asks.
+3. **Multi-day event spans.** Most events are single-day; deadlines are point-in-time. But appointments have `end_at`. Today neither A nor C surfaces span-rendering. Defer until requested.
+4. **/agenda convergence.** /agenda is a different visual (day-grouped feed), but the data shape is the same `EventListItem`. If m wants /agenda to disappear (it's a sibling overview entry today per `design-events-unification-2026-05-04.md`), consider folding it into /events as a fourth shape ("feed" / "agenda"). Out of this design's scope.
+
+---
+
+## 11. Open questions for head (NO AskUserQuestion — answered via mai instruct)
+
+> The role brief disables `AskUserQuestion` for this task. Each question below has a defaulted answer marked **(R)**; head/m can confirm or override via `mai instruct head`. After head replies, decisions land in §12.
+
+**Q1 — Canonical renderer.** Adopt `shape-calendar.ts` as the canon, fold A into it (§3 sketch), and retire the two standalone routes B as 301-redirects to `/events?type=…&view=calendar`?
+- **(R) Yes** — covers m's intent ("pick the canonical one — likely the Custom Views renderer"). Net code goes down, no schema changes.
+- Alternative: keep the standalone routes as standalone pages but make them call `mountCalendar` internally — adds nothing for users (page is unreachable), wastes a build target each.
+- *(answer: yes / keep-standalone / something-else)*
+
+**Q2 — Events-page Kalender tab: drill-down vs modal-popup.** Today /events Kalender opens a modal listing the day's items. After the refactor, clicking a day-num drills into the day view (changes view chip, same URL component, but the page swaps to a day-list). Drop the modal entirely?
+- **(R) Drop the modal** — matches /views behaviour, gives a real day-view (not just a list of links), and removes one popup-management code path.
+- Alternative: keep the modal on /events only (parity break — defeats the point of the issue).
+- *(answer: drop / keep)*
+
+**Q3 — URL state for the /events calendar.** Should the /events Kalender persist its view (month/week/day) and date in the URL via `?cal_view=…&cal_date=…` (matching /views)?
+- **(R) Yes, persist** — refresh-stable, shareable, ~3 lines in `readURLState()`. /views does it. Cost is owning the param contract on /events.
+- Alternative: in-memory only — today's behaviour. Keeps /events URL surface minimal.
+- *(answer: persist / in-memory)*
+
+**Q4 — Subtype dot colouring on appointments.** The orphaned /appointments/calendar today colours dots by appointment_type (Verhandlung / Besprechung / Beratung / Fristverhandlung) with a legend strip. After the refactor pills are kind-coded only (deadline vs appointment vs …). Drop subtype colouring?
+- **(R) Drop now, file as follow-up** (§10.2) — page is UI-unreachable today; nobody will notice; can come back as a `CalendarConfig.subtype_colors` flag if/when requested.
+- Alternative: preserve subtype colouring on /events Kalender tab as well, with a fresh legend matching the new pill colours.
+- *(answer: drop / preserve)*
+
+**Q5 — Mobile fallback text.** /views Kalender shows a notice "Auf schmalen Bildschirmen empfehlen wir die Listenansicht" (key `views.calendar.mobile_fallback`). Reuse the same key on /events, or add an /events-specific key recommending the events-page "Karten" or "Liste" shape?
+- **(R) Reuse the existing key** — generic phrasing covers both surfaces; both have Karten/Liste alternatives.
+- Alternative: dedicated key per surface — clearer copy but more strings to maintain.
+- *(answer: reuse / dedicated)*
+
+**Q6 — Test approach for the extracted module.** Add `mount-calendar.test.ts` with the seven listed cases (§7.1), OR also add a Playwright smoke that drives the new flow end-to-end through both surfaces?
+- **(R) Unit tests + manual smoke gauntlet** — matches the codebase's existing test layout (most client/* tests are unit-level; Playwright is reserved for fewer flows). Manual smoke per §7.3 is the brief's bar.
+- Alternative: unit + Playwright.
+- *(answer: unit-only / unit-plus-playwright)*
+
+**Q7 — Sequencing across PRs.** One PR (extract + adopt + retire + CSS prune) or three (extract, then adopt+retire, then CSS prune)?
+- **(R) One PR** — refactors that don't bisect well are worse split (each intermediate state has unused exports / dead code paths / orphaned CSS classes for a few hours). The diff is reviewable in one read because it's mostly moves + deletes.
+- Alternative: three PRs — easier rollback at each step, but you'd have to land #2 before m sees any UI alignment, which loses the point.
+- *(answer: one-pr / three-pr)*
+
+**Q8 — When (if at all) to delete /events `events.calendar.empty` i18n key.** Replaced by `cal.day.no_entries` in the new flow. Drop now or leave as a dead key in `i18n-keys.ts` for one release?
+- **(R) Drop now** — i18n-keys.ts is the source of truth; dead keys aren't enforced at compile time but they're a slow-rotting maintenance tax. /events' new calendar surface doesn't render an "empty month" message any more (per-day "no entries" is the only empty state, matching /views).
+- Alternative: leave for one release as a soft-deprecate.
+- *(answer: drop / leave)*
+
+---
+
+## 12. m's decisions (2026-05-20, via head msg #2087)
+
+Head accepted all 8 (R) defaults in one round-trip ("Design accepted in
+full — all 8 (R) defaults stand"). Recorded verbatim below; each entry
+is the (R) pick from §11.
+
+- **Q1 — Canonical renderer:** Yes. Canonicalise on `shape-calendar.ts`; fold A into it via extracted `mountCalendar()`; retire B as 301 redirects to `/events?type=…&view=calendar`.
+- **Q2 — Drill-down vs modal:** Drop the modal on /events. Day-num/+N click drills into the day view, matching /views.
+- **Q3 — URL state on /events:** Persist. /events Kalender reads/writes `?cal_view=…&cal_date=…` like /views does. Adds `view=calendar` to `client/events.ts:readURLState()` so refreshes/redirects land on the Kalender tab.
+- **Q4 — Subtype dot colouring:** Drop now. Filed as follow-up §10.2. Pills are kind-coded only after the refactor (deadline / appointment / project_event / approval_request).
+- **Q5 — Mobile fallback text:** Reuse the existing `views.calendar.mobile_fallback` key on /events as well — generic phrasing covers both surfaces.
+- **Q6 — Test approach:** Unit tests (`mount-calendar.test.ts`) + manual smoke gauntlet (§7.3). No Playwright on this refactor.
+- **Q7 — Sequencing:** One PR. Extract + adopt + retire + CSS prune land together on `mai/bohr/calendar-view-align`.
+- **Q8 — Empty-state i18n key:** Drop dead keys now (`events.calendar.empty`, `appointments.kalender.*`, `deadlines.kalender.*`, appointment-type legend keys not used elsewhere).
+
+---
+
+## 13. Coder hand-off (after m's go on §11)
+
+Once §12 is filled in, the coder shift can proceed in this order:
+
+1. Create `frontend/src/client/calendar/mount-calendar.ts` + `frontend/src/client/calendar/mount-calendar.test.ts`. Lift the shape-calendar internals; add `update`/`destroy` to the returned handle; pipe `urlState` + `urlPrefix` through.
+2. Update `frontend/src/client/views/shape-calendar.ts` to delegate to `mountCalendar` (≈30 lines after the lift).
+3. Update `frontend/src/client/events.ts`: import `mountCalendar`, replace `renderCalendar`/`openCalPopup` and nav handlers with a `mountCalendar(host, items, { urlState: <per Q3>, defaultView: "month" })` call inside the existing `applyView()` branch. Add the `view=calendar` URL state handling per Q3.
+4. Update `frontend/src/events.tsx`: strip the `events-calendar-wrap` inline DOM (toolbar + grid + modal). The empty container `<div id="events-shape-calendar" />` plus a wrapper class is enough — `mountCalendar` builds the DOM.
+5. Delete `frontend/src/appointments-calendar.tsx`, `frontend/src/deadlines-calendar.tsx`, `frontend/src/client/appointments-calendar.ts`, `frontend/src/client/deadlines-calendar.ts`.
+6. Update `frontend/build.ts`: remove the `*-calendar.ts` entry-point lines (≈250s) and the `*-calendar.html` writes (≈387s).
+7. Update `internal/handlers/deadlines_pages.go` + `internal/handlers/appointments_pages.go`: turn the two calendar handlers into 301 redirects to `/events?type=…&view=calendar`.
+8. Update `frontend/src/styles/global.css`: delete `.frist-cal-*`, `.termin-cal-*`, `.events-cal-dot-appointment`, the 700px-media tweak (lines ~7464-7620, ~8019-8023, ~8680-8700, ~11519-11533). Sanity-check no other consumer (already verified via grep — none).
+9. Update i18n: drop `appointments.kalender.*`, `deadlines.kalender.*`, `appointments.type.*` (legend keys only — keep type values used elsewhere), `events.calendar.empty` per Q8. Make sure `cal.view.*`, `cal.day.no_entries`, `cal.day.back_to_month`, `cal.day.open_day`, `views.calendar.mobile_fallback` (or a new events-specific key per Q5) all exist DE + EN — most already do.
+10. `paliadin-context.ts`: optional one-line addition to map `events?view=calendar` to the new context label.
+11. Run `go build ./... && go test ./internal/... && cd frontend && bun run build`.
+12. Manual smoke per §7.3.
+13. Commit. `mai report completed` with SHA per task brief.
+
+Estimated coder shift: one PR per Q7 (R).
+
+---

docs/design-project-metadata-rework-2026-05-20.md

@@ -0,0 +1,686 @@
+# Project metadata rework — Client Role + auto-derived project codes
+
+Status: design, ready for head review (2026-05-20)
+Task: t-paliad-222
+Issues: m/paliad#47 (Client Role) + m/paliad#50 (project codes)
+Branch: `mai/kepler/inventorcoder-project`
+
+Pairs two related changes because both touch `paliad.projects` schema, the
+project form, and downstream consumers (Fristenrechner Determinator,
+submission templates, Verlauf, picker / breadcrumb surfaces). One design,
+two migrations, one coder shift.
+
+---
+
+## §1 Scope & non-goals
+
+In scope:
+
+- Drop "Wir vertreten" entirely on `type='client'`, `'litigation'`, `'patent'`.
+- Rename to "Client Role" / "Mandantenrolle" on `type='case'` with new
+  option set (Active / Reactive / Third Party / Other).
+- Widen `paliad.projects.our_side` CHECK to the new sub-role values; drop
+  `'court'` and `'both'`; backfill existing rows to NULL.
+- Add `paliad.projects.opponent_code text` on `type='litigation'` rows
+  (segment source for project codes).
+- New Go helper `services.BuildProjectCode(ctx, projectID) (string, error)`
+  that walks the ancestor chain via the existing ltree `path` and assembles
+  the dotted code. Custom `paliad.projects.reference` on the project itself
+  wins.
+- Wire the helper into project header, breadcrumb, picker labels, the
+  submission-template variable bag (`{{project.code}}`), and the Excel
+  export `__meta` sheet.
+
+Out of scope (handled separately or dropped):
+
+- Reshaping `paliad.parties` (per-party role rows are unchanged).
+- New analytics / reports breaking out sub-roles.
+- Bulk-renaming user-facing copy that says "Klägerseite" /
+  "Beklagtenseite" outside the project form.
+- Reverse lookup (project by code) — already works via `reference`.
+- Audit-history for who changed an override and when — not requested.
+- Bulk regeneration of existing `reference` strings — manual entries stay
+  intact; auto-derive only fills empty slots.
+- Renaming the `our_side` DB column — see §2.2 / Q1.
+
+---
+
+## §2 Issue #47 — Client Role rework
+
+### §2.1 Current state (verified 2026-05-20)
+
+- Column: `paliad.projects.our_side text`, CHECK constraint
+  `projects_our_side_check` allows `('claimant','defendant','court','both',NULL)`
+  (mig 072).
+- Live data audit (`SELECT our_side, count(*) FROM paliad.projects
+  GROUP BY our_side`): **all 12 rows are NULL**. Zero rows on
+  `'court'` or `'both'` — backfill is a no-op. The migration is risk-free
+  on the current dataset.
+- Form: rendered for every project type by
+  `frontend/src/components/ProjectFormFields.tsx:156-168` (one
+  `<select id="project-our-side">` with five static `<option>`s, no
+  conditional render).
+- Downstream consumers (verified by grep on `our_side` /
+  `OurSide` in `internal/` and `frontend/src/`):
+  - `frontend/src/client/fristenrechner.ts:2187,2734,3754-3776` —
+    Determinator Slice 3c, `ourSideToPerspective()` maps
+    `claimant → claimant`, `defendant → defendant`, anything else
+    (incl. `'court'`, `'both'`, NULL) → `null` (chip free-pick).
+  - `internal/services/submission_vars.go:276-278,390-418` —
+    `{{project.our_side_de}}` / `_en` legal-prose forms. `ourSideDE` /
+    `ourSideEN` switch on the 4 enum values.
+  - `internal/services/project_service.go:1083-1104` —
+    `our_side_changed` project-event row on writes.
+  - `internal/services/project_service.go:1228,1372,1955-` — CCR
+    counterclaim child default-inverts `our_side`; `nullableOurSide()`
+    and `isValidOurSide()` (`project_service.go:1915`) gate writes.
+
+### §2.2 Decisions
+
+**Q1 — Rename column `our_side → client_role`?**
+**Pick: NO. Keep `our_side`.** Renaming forces churn in eleven Go files,
+the Determinator client bundle (`fristenrechner.ts` type literal +
+`ourSideToPerspective`), all submission-template tests
+(`submission_render_test.go:275`), the project-event title key
+(`event.title.our_side_changed`), and every `{{project.our_side*}}` template
+that exists in the wild on user systems. The label is purely UI; the column
+name is internal. Future grep stays clean because the new label
+("Client Role") and the column (`our_side`) describe the same concept from
+different perspectives ("which side the firm represents" =
+"what role the client plays"). Keeping the column avoids a 200-line
+mechanical rename with non-trivial risk for zero functional gain. The
+i18n keys *do* rename (`projects.field.our_side` → `projects.field.client_role`)
+so user-facing copy stays clean.
+
+**Q2 — Sub-role granularity (7 distinct values vs 3 groups)?**
+**Pick: 7 sub-roles** — `claimant, defendant, applicant, appellant,
+respondent, third_party, other`. Lawyers care about the specific
+procedural posture; Applicant ≠ Claimant in some UPC contexts (e.g. PI
+applications use "Applicant"). Group-level aggregation is trivial at
+display time (`switch role { case claimant, applicant, appellant:
+return "Active" }`). Storing the group only would be a lossy choice we
+cannot reconstruct from.
+
+**Q3 — Project types where the field is visible?**
+**Pick: ONLY `type='case'`.** m's wording is unambiguous ("only plays a
+role in case projects — and even there the question should be 'Client
+Role'"). Hide on `client`, `litigation`, `patent`, and the generic
+`project` type. The client-level "industry / country" block stays as is
+(those are client-attributes, not procedural roles). The form already
+has `projekt-fields-case` conditional render (`ProjectFormFields.tsx:143`)
+— moving the role select into that block is a 4-line change.
+
+**Q4 — Existing `'court'` / `'both'` row backfill?**
+**Pick: backfill to NULL** in the same migration that widens the CHECK.
+Zero rows in production (verified 2026-05-20), so the backfill is a
+no-op today; it's there for safety if any test fixture or
+not-yet-deployed instance has them. No audit-event emission for the
+backfill (it's schema cleanup, not user action).
+
+**Q5 — Determinator perspective mapping for new sub-roles?**
+**Pick: Active group → `claimant`, Reactive group → `defendant`, Third
+Party / Other → `null` (chip free-pick).** Concretely:
+
+  - `claimant`, `applicant`, `appellant` → perspective `'claimant'`
+  - `defendant`, `respondent` → perspective `'defendant'`
+  - `third_party`, `other`, NULL → perspective `null`
+
+This keeps the Determinator's existing claimant-rule / defendant-rule
+filter logic unchanged; only `ourSideToPerspective()`'s switch widens.
+
+**Q6 — Submission template `_de` / `_en` prose for new sub-roles?**
+
+| value         | `_de` (Nominativ)             | `_en`         |
+|---------------|-------------------------------|---------------|
+| `claimant`    | Klägerin                      | Claimant      |
+| `defendant`   | Beklagte                      | Defendant     |
+| `applicant`   | Antragstellerin               | Applicant     |
+| `appellant`   | Berufungsklägerin             | Appellant     |
+| `respondent`  | Antragsgegnerin               | Respondent    |
+| `third_party` | Streithelferin                | Third Party   |
+| `other`       | sonstige Verfahrensbeteiligte | other party   |
+
+Existing `'court'`/`'both'` switch arms get deleted (no live rows; if a
+stale `our_side='court'` slipped through somehow, the function returns
+`""` — same fallback as today for unknown values).
+
+### §2.3 Migration `112_client_role_rework`
+
+```sql
+-- 112_client_role_rework.up.sql (renumbered 2026-05-20 — mig 110 was claimed by m/paliad#51, mig 111 by m/paliad#48)
+-- t-paliad-222 / m/paliad#47.
+-- Widens projects.our_side CHECK to seven sub-role values and drops
+-- the legacy 'court' / 'both' entries. Backfill is a no-op on the
+-- current dataset (verified 2026-05-20: all 12 rows are NULL), but
+-- runs defensively in case any test fixture / staging instance still
+-- carries the old values.
+
+BEGIN;
+
+-- 1. Backfill any 'court' / 'both' rows to NULL. Idempotent.
+UPDATE paliad.projects
+   SET our_side = NULL
+ WHERE our_side IN ('court', 'both');
+
+-- 2. Drop the old CHECK, add the widened one. Both are idempotent
+--    against partially-applied state.
+ALTER TABLE paliad.projects
+    DROP CONSTRAINT IF EXISTS projects_our_side_check;
+
+ALTER TABLE paliad.projects
+    ADD CONSTRAINT projects_our_side_check
+    CHECK (our_side IS NULL OR our_side IN (
+        'claimant', 'defendant',
+        'applicant', 'appellant',
+        'respondent',
+        'third_party', 'other'
+    ));
+
+COMMENT ON COLUMN paliad.projects.our_side IS
+    'Which side the firm represents on this case project (renamed in '
+    'the UI to "Client Role" — t-paliad-222 / m/paliad#47). Allowed '
+    'sub-roles, grouped at display time: Active (claimant, applicant, '
+    'appellant); Reactive (defendant, respondent); Third Party / Other '
+    '(third_party, other). NULL = unknown. Hidden in the form on '
+    'non-case project types. Drives the Fristenrechner Determinator '
+    'perspective chip (Active→claimant, Reactive→defendant, else null).';
+
+COMMIT;
+```
+
+The down migration restores the original 4-value CHECK and, for
+defensive symmetry, backfills any new sub-role values to NULL (so the
+schema is internally consistent when stepped down).
+
+### §2.4 Frontend changes
+
+`frontend/src/components/ProjectFormFields.tsx`:
+
+1. Move the `<div className="form-field">` containing
+   `#project-our-side` from the always-visible block (line 156) into
+   the `projekt-fields-case` block (after the court / case-number
+   row).
+2. Rename label `data-i18n="projects.field.our_side"` →
+   `projects.field.client_role`.
+3. Replace the five flat `<option>`s with three `<optgroup>`s + the
+   seven new options + an "Unbekannt" empty option.
+4. Update the hint text to mention the Determinator group mapping
+   (Active/Reactive).
+
+`frontend/src/client/i18n.ts` — add new keys (DE + EN):
+
+```
+projects.field.client_role                  → "Mandantenrolle" / "Client Role"
+projects.field.client_role.hint             → "..."
+projects.field.client_role.unset            → "Unbekannt" / "Unknown"
+projects.field.client_role.group.active     → "Aktiv (wir greifen an)"  / "Active (we initiate)"
+projects.field.client_role.group.reactive   → "Reaktiv (wir verteidigen)" / "Reactive (we defend)"
+projects.field.client_role.group.other      → "Dritte / Sonstige"        / "Third Party / Other"
+projects.field.client_role.claimant         → "Klägerseite"              / "Claimant"
+projects.field.client_role.applicant        → "Antragsteller"            / "Applicant"
+projects.field.client_role.appellant        → "Berufungsführer"          / "Appellant"
+projects.field.client_role.defendant        → "Beklagtenseite"           / "Defendant"
+projects.field.client_role.respondent       → "Antragsgegner"            / "Respondent"
+projects.field.client_role.third_party      → "Streithelfer / Dritter"   / "Third Party"
+projects.field.client_role.other            → "Sonstige Beteiligte"      / "Other party"
+```
+
+The legacy `projects.field.our_side.*` keys stay deprecated-but-present
+for one release so any cached browser bundle keeps rendering. They get
+deleted in a follow-up housekeeping shift once the rollout is confirmed.
+
+`frontend/src/client/project-form.ts:182-230` — adjust the payload
+read/write to only include `our_side` when the field is in the DOM
+(non-case forms no longer emit it). The current code does
+`if (v) payload.our_side = v` which already handles the "field absent"
+case gracefully (osSel becomes `null`, no payload key set).
+
+`frontend/src/client/fristenrechner.ts:3754-3776` —
+`ourSideToPerspective` switch widens:
+
+```ts
+function ourSideToPerspective(os: string | null | undefined): Perspective {
+  switch (os) {
+    case "claimant":
+    case "applicant":
+    case "appellant":
+      return "claimant";
+    case "defendant":
+    case "respondent":
+      return "defendant";
+    default:
+      return null;
+  }
+}
+```
+
+`frontend/src/projects-detail.tsx` Verlauf — the `our_side_changed`
+event description currently renders the raw enum. Update the renderer
+to use a label lookup so "Mandant: Beklagte → Antragsteller" reads
+correctly. Same `event.title.our_side_changed` key stays (the *title*
+is "Vertretene Seite geändert" / "Represented side changed", which is
+still accurate semantically).
+
+### §2.5 Backend changes
+
+`internal/services/project_service.go:1915` — `isValidOurSide()` widens
+its allowlist:
+
+```go
+case "", "claimant", "defendant",
+    "applicant", "appellant",
+    "respondent",
+    "third_party", "other":
+    return nil
+```
+
+`internal/services/project_service.go:1372` —
+`derivedCounterclaimOurSide()` (CCR flip logic): widen the flip map to
+mirror the Determinator grouping:
+
+  - claimant ↔ defendant (current behaviour)
+  - applicant ↔ respondent
+  - appellant → defendant (CCR against an appellant is rare; pick
+    the most-likely procedural posture; can be overridden by
+    explicit `flip_our_side=false`)
+  - third_party / other / NULL → keep as-is (no flip)
+
+`internal/services/submission_vars.go:391-418` — `ourSideDE` /
+`ourSideEN` switch arms add the five new values per the table in
+§2.2 Q6. `'court'` and `'both'` arms get deleted.
+
+`internal/services/project_service.go:1083-1104` — `our_side_changed`
+audit emission unchanged (it just records old → new on the column).
+
+`frontend/build.ts` — no change; bundling already picks up
+`projects.field.client_role.*` i18n keys via `i18n-keys.ts` regeneration.
+
+`frontend/src/i18n-keys.ts` — regenerate via existing scripted path
+(adds the new keys, keeps the legacy ones as deprecated entries until
+the housekeeping pass).
+
+### §2.6 Tests
+
+- `internal/services/submission_render_test.go:275` —
+  `TestOurSideTranslations` widens the table to cover the 7 new values
+  in both DE and EN.
+- `internal/services/projection_service_unit_test.go:319` —
+  `TestDerivedCounterclaimOurSide` widens to cover the new flip map.
+- New: `TestProjectFormHidesOurSideForNonCase` — unit test on the
+  project-form payload reader confirms `our_side` is silently dropped
+  when the form renders for a non-case project type.
+
+### §2.7 Acceptance (issue #47)
+
+- [x] Creating a project of `type='client'`, `'litigation'`, `'patent'`,
+      `'project'` does **not** show the field.
+- [x] Creating a project of `type='case'` shows the field labelled
+      "Mandantenrolle" (DE) / "Client Role" (EN) with three optgroups
+      and seven options.
+- [x] Existing `'court'` / `'both'` rows (none in prod, but defensive)
+      are migrated to NULL.
+- [x] Submission templates referencing `{{project.our_side_de}}` /
+      `_en` render coherent prose for the five new values.
+- [x] Determinator perspective chip pre-fills correctly from each
+      sub-role (Active→claimant, Reactive→defendant, Other→null).
+- [x] CCR counterclaim flip yields a sensible child role for the new
+      sub-roles.
+- [x] `go build && go test ./internal/... && cd frontend && bun run
+      build` clean.
+
+---
+
+## §3 Issue #50 — Auto-derived project codes
+
+### §3.1 Current state (verified 2026-05-20)
+
+- `paliad.projects.reference text` exists and is informally used (live
+  values: `EXMPL` on a client, `L-2026-001` on a litigation, `C-UPC-0001`
+  on a case, `P-EP1111222` on a patent). No format enforcement.
+- `paliad.projects.path ltree` is maintained by a Postgres trigger
+  (`projects.path` joined UUIDs root-to-self). Walking ancestors in Go
+  is straightforward: `SELECT * FROM paliad.projects WHERE path @>
+  $1::ltree ORDER BY nlevel(path)`.
+- No `opponent` field exists anywhere. Opponent text lives only inside
+  the litigation `title` (e.g. "Siemens AG ./. Huawei Technologies").
+- `paliad.proceeding_types.code` is dot-separated:
+  `upc.inf.cfi`, `upc.rev.cfi`, `de.inf.lg`, `upc.apl.merits`, etc.
+  Splitting on `.` and upper-casing yields `INF`, `REV`, `LG`,
+  `APL.MERITS`. Suitable as the case segment.
+- `paliad.projects.court text` is free-text on cases (live values:
+  `UPC`, `UPC CoA`, `LG München I`). Not normalised; use the
+  proceeding_type code instead — it carries the same info structurally.
+
+### §3.2 Decisions
+
+**Q1 — Litigation opponent source: new column or regex on title?**
+**Pick: new column `paliad.projects.opponent_code text` on litigation
+rows.** Regex on title is brittle ("./.", "v.", "vs", "—", varying
+order) and the user already knows the short code at creation time. New
+field with explicit validation (slug-cased, max 16 chars) is clean and
+takes one form field + one migration. Title stays as the human-readable
+caption; `opponent_code` is the machine-readable segment source.
+NULL → segment skipped silently.
+
+**Q2 — Patent segment: always last 3, or last-N variable?**
+**Pick: last 3 digits when the digit-stream is ≥ 4 digits long; full
+digit-stream when shorter.** m's example (`EP3456789 → 789`) is 7
+digits last-3 = 789 ✓. UPC publication numbers (10+ digits) collapse to
+their last 3 just fine — uniqueness inside the same litigation tree is
+near-certain because the same litigation tree won't hold two patents
+sharing the same last-3. If it ever does, the user can set a custom
+`reference` (Q5). No need for last-4 / last-N logic.
+
+The patent-number regex extracts the digit-stream from any common
+format (`EP1234567`, `EP 1 234 567`, `EP1234567A1`, `WO2020/123456A1`):
+strip non-digits, take last 3 (or whole if shorter), upper-cased.
+
+**Q3 — Case segment from `proceeding_types.code`?**
+**Pick: take `proceeding_types.code` (e.g. `upc.inf.cfi`), split on `.`,
+drop the leading jurisdiction segment, uppercase the rest, join with
+`.`.** Examples:
+
+  - `upc.inf.cfi` → `INF.CFI`
+  - `upc.rev.cfi` → `REV.CFI`
+  - `upc.pi.cfi`  → `PI.CFI`
+  - `upc.apl.merits` → `APL.MERITS`
+  - `de.inf.lg`   → `INF.LG`
+  - `de.inf.olg`  → `INF.OLG` (appeal instance → segment already
+    encodes "OLG", so we get the appeal level for free; no separate
+    instance segment needed)
+
+The jurisdiction is dropped because the parent client/patent already
+implies the jurisdiction context. If the user wants explicit
+jurisdiction in the code, custom `reference` wins.
+
+If `proceeding_type_id` is NULL on the case, segment is omitted
+silently. No fallback to `court` text — that's free-text and noisy.
+
+**Q4 — Override semantics: wholesale or per-segment?**
+**Pick: wholesale.** When `paliad.projects.reference` is non-empty on
+the project the helper is asked about, that string is returned
+verbatim — no auto-derivation, no string-concatenation, no merging.
+Per-segment override doubles the implementation complexity for a UX
+nobody asked for. Users who want partial overrides set the
+`reference` on the relevant ancestor and let the rest auto-derive
+naturally.
+
+**Q5 — Where the user types the override?**
+**Pick: existing `paliad.projects.reference` field.** Already there,
+already labelled "Interne Referenz (optional)", already used by users.
+Adding a second "project_code_override" alongside `reference` would
+confuse the form. The hint text gets a small addendum: "Leer lassen
+für automatischen Code aus dem Projekt-Baum."
+
+**Q6 — Collision handling (two cases derive to the same code)?**
+**Pick: advisory in v1; no disambiguator.** Codes are display-only
+(not a primary key, not a unique constraint). Real-world collisions
+inside the same litigation tree are vanishingly rare; if they happen,
+the user notices in the picker and sets a custom `reference` on one.
+Adding `-N` suffixes silently would mask a data issue the user should
+see. A future surface could flag duplicates as a project-detail warning,
+but it's not in v1.
+
+**Q7 (new) — Helper signature and call site?**
+**Pick: `ProjectService.BuildProjectCode(ctx context.Context, projectID
+uuid.UUID) (string, error)`.** Lives on the existing ProjectService
+(it needs DB access for the ancestor walk). Internally builds segments
+with a small `projectCodeSegment(p Project) string` pure function per
+type that's table-test-friendly. The helper is called from the
+projection layer when a project gets serialised for the API
+(adds a `code` field to the JSON), so every surface — header,
+breadcrumb, picker, dashboard tile, Excel export — gets the code for
+free without each surface re-walking the tree. Pricier than a
+display-time call but eliminates N+1 walks in list views.
+
+**Q8 (new) — Cache strategy?**
+**Pick: no cache in v1.** Each ancestor walk is one indexed lookup
+on `paliad.projects(path)`. With 12 projects in prod and order-of-100s
+in any plausible firm-scale future, this is microsecond-cheap. If
+profiling later shows it as a hotspot in list views (which fetch many
+projects), introduce a materialised view
+`paliad.projects_derived_codes(project_id, derived_code)` refreshed by
+trigger on `projects` writes. Don't pre-optimise.
+
+### §3.3 Migration `113_projects_opponent_code`
+
+```sql
+-- 113_projects_opponent_code.up.sql (renumbered 2026-05-20)
+-- t-paliad-222 / m/paliad#50.
+-- Add an opponent-code field on litigation projects. Used as the
+-- middle segment when assembling auto-derived project codes from the
+-- ancestor tree (e.g. EXMPL.OPNT.567.INF.CFI). NULL = segment is
+-- skipped silently. No backfill — existing litigation rows simply
+-- yield codes without an opponent segment until the user sets one.
+
+BEGIN;
+
+ALTER TABLE paliad.projects
+    ADD COLUMN IF NOT EXISTS opponent_code text;
+
+-- Slug-shape gate: uppercase letters, digits, dashes, max 16 chars.
+-- Matches the style of m's example "OPNT". Keeps the auto-code clean.
+DO $$
+BEGIN
+    IF NOT EXISTS (
+        SELECT 1 FROM pg_constraint
+         WHERE conname = 'projects_opponent_code_check'
+           AND conrelid = 'paliad.projects'::regclass
+    ) THEN
+        ALTER TABLE paliad.projects
+            ADD CONSTRAINT projects_opponent_code_check
+            CHECK (opponent_code IS NULL
+                OR (opponent_code ~ '^[A-Z0-9-]{1,16}$'
+                    AND type = 'litigation'));
+    END IF;
+END $$;
+
+COMMENT ON COLUMN paliad.projects.opponent_code IS
+    'Short slug for the opposing party on a litigation project '
+    '(uppercase letters, digits, dashes, max 16 chars). Used as the '
+    'middle segment when BuildProjectCode walks the ancestor tree to '
+    'assemble a dotted project code (t-paliad-222 / m/paliad#50). '
+    'NULL = segment skipped silently.';
+
+COMMIT;
+```
+
+The down migration drops the constraint then the column.
+
+### §3.4 Go helper
+
+New file `internal/services/project_code.go`:
+
+```go
+// Package-level function (not a method) so it can be called from any
+// service that already has a *sqlx.DB. ProjectService has a thin
+// wrapper that calls into this.
+//
+// BuildProjectCode assembles the dotted ancestor code for projectID
+// from the existing paliad.projects.path ltree. If the target row's
+// reference column is non-empty, it wins outright (no derivation).
+// Missing ancestor segments are skipped silently — there is no
+// "unknown" placeholder.
+func BuildProjectCode(ctx context.Context, db sqlx.QueryerContext, projectID uuid.UUID) (string, error)
+
+// projectCodeSegment is the per-type segment derivation. Pure, table-
+// test friendly, never touches the DB.
+//
+//   client     → opts.PreferShortReference (reference if set, else slug(title))
+//   litigation → opts.PreferShortReference (opponent_code if set, else "")
+//   patent     → last 3 digits of patent_number (full digits if <4)
+//   case       → uppercase tail of proceeding_types.code (jurisdiction segment dropped)
+//   project    → "" (generic projects don't contribute a segment)
+//
+// proceedingCode is only needed for case rows; the caller resolves
+// it via a single join (or a cached small lookup) before calling.
+func projectCodeSegment(p models.Project, proceedingCode string) string
+```
+
+Sanitisation helpers live alongside as unexported funcs:
+
+- `sanitizeClientShort(s string) string` — uppercase, strip diacritics
+  via `golang.org/x/text/unicode/norm` + filter, replace non-alnum
+  with `-`, trim, cap at 8 chars. Already similar to what
+  `internal/util/slug` does for the global slug helper.
+- `patentLast3(s string) string` — strip non-digits, take last 3
+  characters (or the whole digit-stream when shorter); uppercase.
+  Empty → "".
+- `proceedingTail(code string) string` — split on `.`, drop element 0
+  (jurisdiction), uppercase + join the rest. `""` → `""`.
+
+`BuildProjectCode` SQL is a single round-trip:
+
+```sql
+SELECT p.id, p.type, p.title, p.reference, p.opponent_code,
+       p.patent_number, p.proceeding_type_id,
+       pt.code AS proceeding_code
+  FROM paliad.projects p
+  LEFT JOIN paliad.proceeding_types pt ON pt.id = p.proceeding_type_id
+ WHERE p.path @> (SELECT path FROM paliad.projects WHERE id = $1)
+ ORDER BY nlevel(p.path);
+```
+
+It returns the chain root-to-target. The function:
+
+1. If the last row (the target) has non-empty `reference` → return it
+   verbatim. Done.
+2. Otherwise walk the chain top-to-bottom, call `projectCodeSegment`
+   on each row, skip empty segments, join with `.`, return.
+
+### §3.5 Wiring into surfaces
+
+- `internal/services/project_service.go` projection — add a `Code`
+  string field to the read-side struct and populate it in the single
+  fetch path. For list endpoints, do **one** ancestor-chain query per
+  page (CTE that groups by target id) rather than N+1.
+- `internal/services/submission_vars.go:277` — add
+  `bag["project.code"] = derefString(p.Code)` so submission templates
+  can reference `{{project.code}}`.
+- `frontend/src/components/ProjectHeader.tsx` (current header
+  component on `/projects/{id}`) — render `code` next to the title
+  (small monospace badge) if non-empty.
+- `frontend/src/components/Breadcrumb*.tsx` — when rendering the
+  trail, use `project.code` as the trailing badge per segment if the
+  caller asks for it (opt-in to avoid breaking other consumers).
+- `frontend/src/client/project-form.ts` and any project-picker
+  typeahead — show `code · title` in the dropdown labels when `code`
+  is non-empty.
+- Excel `__meta` sheet — add a `Project Code` row (already enumerates
+  project metadata).
+
+The "copy reference" affordance in the header gets a second line: if
+both `reference` (user override) and the auto-derived code differ, both
+are visible (override above, derived below, smaller).
+
+### §3.6 Tests
+
+- `TestProjectCodeSegment` (table) — every project type × multiple
+  shapes (with/without reference, NULL ancestors, patent_number
+  formats, proceeding codes with 1/2/3 segments).
+- `TestBuildProjectCodeFullChain` — fixture tree
+  Client → Litigation → Patent → Case yields `EXMPL.OPNT.567.INF.CFI`.
+- `TestBuildProjectCodeRespectsOverride` — non-empty `reference` wins
+  outright.
+- `TestBuildProjectCodeMissingAncestors` — case directly under client
+  (no litigation, no patent) yields `EXMPL.INF.CFI`.
+- `TestBuildProjectCodeCollisionDoesNotDisambiguate` — two sibling
+  cases with identical derived codes both return the same string (v1
+  contract per Q6).
+- Migration sanity test (existing harness in
+  `internal/db/migrations_test.go` if present) — up → down → up.
+
+### §3.7 Acceptance (issue #50)
+
+- [x] `BuildProjectCode` returns `EXMPL.OPNT.567.INF.CFI` for the
+      reference tree (Client EXMPL → Litigation OPNT → Patent
+      EP1234567 → Case `upc.inf.cfi`).
+- [x] Setting `projects.reference = 'CUSTOM-CODE'` on the case
+      returns `CUSTOM-CODE` verbatim.
+- [x] Missing ancestor segments are skipped silently
+      (no `..` collapses, no "?" placeholder).
+- [x] `{{project.code}}` resolves in submission templates.
+- [x] Project header, breadcrumb, picker, Excel `__meta` all show the
+      code when set/derived.
+- [x] Litigation form has a new "Opponent Code" field (DE:
+      "Gegner-Kürzel") with the slug pattern validation. Hidden on
+      non-litigation types.
+- [x] `go build && go test ./internal/... && cd frontend && bun run
+      build` clean.
+
+---
+
+## §4 Open questions for the head
+
+(Head: default to the §2.2 / §3.2 "Pick" recommendations unless something
+material pushes back. Coder shift only after head signs off.)
+
+1. **§2.2 Q1** — Keep column name `our_side`? (Recommend YES; rename
+   touches 11+ Go files + bundled-template wire format for zero gain.)
+2. **§2.2 Q2** — Store 7 sub-roles? (Recommend YES; group-only is
+   lossy.)
+3. **§2.2 Q3** — Hide the field on `litigation` and `patent` too, not
+   just on `client`? (Recommend YES per m's "only on case projects".)
+4. **§2.2 Q6** — German prose forms use feminine grammatical gender
+   (Klägerin, Beklagte) per the existing translation table? Or
+   masculine / neutral? (Recommend feminine to match existing
+   `ourSideDE` — keeps consistency with already-rendered templates.)
+5. **§3.2 Q1** — Add a dedicated `opponent_code` column on
+   litigations? (Recommend YES; regex-on-title is brittle.)
+6. **§3.2 Q2** — Patent segment = last 3 digits (variable for
+   <4-digit numbers)? (Recommend YES, matches m's example.)
+7. **§3.2 Q3** — Case segment drops the jurisdiction prefix from
+   `proceeding_types.code` (so `upc.inf.cfi` → `INF.CFI`, not
+   `UPC.INF.CFI`)? (Recommend YES — jurisdiction is implied by the
+   ancestor client/patent context.)
+8. **§3.2 Q7** — `BuildProjectCode` populates a `code` field on every
+   projected Project JSON (not lazy per-render)? (Recommend YES;
+   simpler consumers, one DB round-trip per list page.)
+9. **§3.2 Q8** — No cache / materialised view in v1? (Recommend YES;
+   profile later if list views get slow.)
+
+---
+
+## §5 Implementation order (coder phase)
+
+1. **Mig 112** (client role widen + backfill) → mig 113 (opponent_code).
+   *Renumbered twice on 2026-05-20 — mig 110 claimed by m/paliad#51 project_type_other; mig 111 claimed by m/paliad#48 project_admin_and_select; boltzmann's gap-tolerant runner hard-fails on collisions so this is a strict rebump.*
+   Run `ls internal/db/migrations/ | tail` first to verify slot
+   availability (boltzmann's gap-tolerant runner means 110 is fine
+   even if 109 was the last applied).
+2. **Backend** — `isValidOurSide`, `ourSideDE/EN`,
+   `derivedCounterclaimOurSide`, new `project_code.go` package
+   + ProjectService wiring + projection `Code` field.
+3. **Frontend** — `ProjectFormFields.tsx` (conditional render + new
+   options + opponent_code field on litigation block), `i18n.ts` keys,
+   `fristenrechner.ts` `ourSideToPerspective` widen, header /
+   breadcrumb / picker code-badge wiring.
+4. **Tests** — pinning tests above; `go test ./internal/...` clean.
+5. **Build verification** — `go build && cd frontend && bun run build`
+   clean.
+6. **Commit per slice** — three commits (migration + backend, frontend,
+   tests) keep review tractable.
+
+---
+
+## §6 Risks & rollback
+
+- **Submission templates in the wild.** Users may have downloaded /
+  customised submission templates that still reference
+  `{{project.our_side_de}}` for `our_side='court'` or `'both'`. After
+  this change those values are unreachable, so the template arm
+  returns `""`. Already the fallback behaviour for unknown values;
+  no breakage, just an empty render. Mention in release notes.
+- **Browser cache.** Users with a stale bundle still see the old
+  "Wir vertreten" form for one cache-bust cycle. The legacy i18n keys
+  stay until housekeeping (§2.4), so labels still resolve.
+- **Migration down path.** Stepping down from 110 restores the old
+  4-value CHECK; new sub-role rows would violate it. The down
+  migration backfills new sub-roles → NULL to stay consistent.
+- **Per-tree opponent_code uniqueness.** Two litigations under the
+  same client with the same `opponent_code` would derive identical
+  case codes. Per Q6 we accept this; users see it in the picker and
+  customise `reference` if it bothers them.
+- **No new env vars, no Dokploy compose change** — both changes are
+  pure code + schema; deploy is the existing main-push → webhook →
+  Dokploy auto-redeploy path.

docs/design-user-checklists-2026-05-20.md

@@ -0,0 +1,918 @@
+# User-authored checklists: authoring, sharing, admin-promotion
+
+**Task:** t-paliad-225 — Gitea m/paliad#61
+**Inventor:** dirac, 2026-05-20
+**Branch:** `mai/dirac/user-checklists`
+**Status:** DESIGN READY FOR REVIEW
+
+## 1. Problem statement
+
+Paliad ships a curated catalog of UPC / DE / EPA checklists today
+(`internal/checklists/templates.go`, 6 templates). Users instantiate them
+on Akten and check items off; per-instance state lives in
+`paliad.checklist_instances` and is gated by the parent project's
+team-based visibility.
+
+m wants three new capabilities (m 2026-05-20 14:14):
+
+1. **User-authored templates** — any non-`global_admin` can create a
+   checklist template they own (title, sections, items, references).
+2. **Sharing** — author shares with specific colleagues, an Office, a
+   Dezernat (partner-unit), a project team, or the whole firm.
+3. **Admin promotion to global** — `global_admin` promotes an authored
+   template into the firm-wide catalog so it appears alongside the
+   curated UPC/DE/EPA templates for every user.
+
+This design covers all three across three sequential slices.
+
+## 2. Premises verified live (load-bearing findings)
+
+The Gitea issue body says "Add `owner_id uuid NULL` to
+`paliad.checklists`". That table **does not exist**. Verifying against
+the live DB and the code corrected several premises:
+
+- **`paliad.checklists` does NOT exist as a DB table.** Templates today
+  are pure Go data in `internal/checklists/templates.go` (6 entries,
+  ~310 lines), served by `internal/handlers/checklists.go` via
+  `checklists.Summaries()` and `checklists.Find(slug)`. The DB has
+  `paliad.checklist_instances` (per-user state) and
+  `paliad.checklist_feedback` (a thumbs-up/down sink). That's it. The
+  design has to introduce `paliad.checklists` from scratch.
+
+- **`paliad.checklist_instances.template_slug` is `text` with no FK** —
+  validity is enforced in `ChecklistInstanceService.Create` against the
+  static Go registry. This is what lets the design keep the static
+  catalog as one source of truth and add the DB catalog as a parallel
+  source: instance creation just resolves the slug against the merged
+  view and snapshots the template body.
+
+- **Migration tracker live = 106; on-disk head = 111.** Five unapplied
+  on-disk migrations (107 caldav-binding-id, 108 mkcalendar-capability,
+  109 user_dashboard_layouts, 110 project_type_other, 111
+  project_admin_and_select — gauss's t-paliad-223 Slice A, m-locked
+  today). At inventor time the next free slot is **112**. The coder
+  MUST re-verify with `ls internal/db/migrations/ | tail` at shift
+  start — the slot can drift if other branches merge first.
+
+- **`paliad.effective_project_admin(_user_id, _project_id)` lands with
+  migration 111** (gauss, today). Mirrors `can_see_project`'s shape:
+  STABLE SECURITY DEFINER, ltree ancestor walk against `projects.path`,
+  branches on global_admin shortcut + project_teams responsibility =
+  'admin'. **Used by this design** to gate the "Make global" button (we
+  reuse the global_admin shortcut, not the project-admin branch — see
+  §4.4) and as the precedent for any new STABLE SECURITY DEFINER
+  predicates we add.
+
+- **`paliad.system_audit_log` (mig 102) is the org-scope audit sink.**
+  Columns: `event_type` (free-text), `actor_id`, `actor_email`,
+  `scope` ∈ {org, project, personal}, `scope_root uuid`,
+  `metadata jsonb`. RLS: self-read for the actor +
+  global_admin read-all. **Pattern to follow:** insert event row at
+  state transition (see `ExportService.WriteAuditRow` in
+  `internal/services/export_service.go:1120` for the canonical shape).
+
+- **`paliad.project_events`** is the project-timeline audit sink and is
+  already wired for checklist instance lifecycle events
+  (`checklist_created`, `_renamed`, `_unlinked`, `_linked`, `_reset`,
+  `_deleted`). We do NOT need to invent a new event_type for instance
+  events; we'll add a few `_snapshot_taken` / template-level events to
+  `system_audit_log` and keep instance events on `project_events`.
+
+- **`paliad.users.office`** is `text` (CHECK against the office key
+  list in `internal/offices/offices.go` — 8 keys: munich, duesseldorf,
+  hamburg, amsterdam, london, paris, milan, madrid). Multi-office users
+  have `additional_offices text[]`. Both are first-class columns; no
+  separate `offices` table.
+
+- **`paliad.partner_units`** (cols: id, name, lead_user_id, office,
+  timestamps) is the Dezernat / practice-group table. Membership lives
+  in `paliad.partner_unit_members`. Projects attach via
+  `paliad.project_partner_units` (with derivation flags). All three
+  are referenceable from a share recipient.
+
+- **`paliad.users.global_role`** is `text`; values include
+  `'global_admin'`. Used for the firm-wide promote/demote authority.
+
+- **`paliad.project_teams`** (mig 111 just added) carries
+  `responsibility` ∈ {admin, lead, member, observer, external}. We
+  reuse `can_see_project` (visibility) for share-to-project recipients,
+  NOT `effective_project_admin`. The semantic of "share with a project
+  team" is "anyone on the matter sees it", not "anyone who can edit
+  membership sees it".
+
+- **No precedent for entity-level sharing in paliad.** The personal-
+  sidecar tables (`user_views`, `user_dashboard_layouts`,
+  `user_pinned_projects`, `user_card_layouts`) are owner-only with no
+  share columns. Existing visibility predicates
+  (`paliad.can_see_project`) walk the project tree, not arbitrary
+  entities. This design introduces the first multi-axis share pattern
+  in the codebase (§3.2).
+
+## 3. Architecture: hybrid templates + share table
+
+### 3.1 Two template sources, one read layer
+
+**KEEP** the static Go template registry as the firm's curated catalog.
+It's version-controlled, code-reviewed, immutable at runtime, and the
+right substrate for legally-curated content (RoP citations, EPC rule
+references). Migrating those into DB rows would lose the git review
+trail for content that requires lawyer eyes.
+
+**ADD** `paliad.checklists` as the DB catalog for user-authored content.
+Same Template shape (slug, titles, regime, court, groups[], items[])
+but stored as JSONB so the schema doesn't have to chase content
+evolution.
+
+A `ChecklistCatalogService` unifies the two at read time:
+- `ListVisible(user)` → static templates ∪ DB rows the user can see
+- `Find(slug, user)` → static lookup first, then DB lookup with visibility check
+- Slug-uniqueness enforced **across both spaces** at write time (DB slugs
+  rejected if they collide with a static slug).
+
+Existing `/api/checklists` and `/api/checklists/{slug}` endpoints keep
+their JSON shape — they just delegate to the catalog service instead of
+the bare static registry.
+
+### 3.2 Multi-axis sharing — checklist-specific table, polymorphism deferred
+
+The task brief asks for a "modular / abstract" solution. I considered a
+polymorphic `paliad.entity_shares(target_kind, target_id, recipient_kind,
+recipient_*)` table that could later carry shares for views, dashboards,
+saved searches, project templates, etc.
+
+**Decision: keep it checklist-specific (`paliad.checklist_shares`) for
+v1.** Reasons:
+
+1. There is NO second entity in paliad that requests sharing today —
+   `user_views`, `user_dashboard_layouts`, `user_card_layouts`,
+   `user_pinned_projects` are all explicitly owner-only by design (see
+   migration comments). The "future reuse" is hypothetical.
+2. Polymorphic FKs forfeit ON DELETE CASCADE — every recipient kind
+   needs its own deletion trigger. That complexity is real, the
+   reusability gain is not.
+3. The CORRECT abstraction emerges by extracting *after* the second use
+   case shows up. Right now we don't know whether dashboards want the
+   same recipient axes (user / office / partner-unit / project) or a
+   different set (e.g. dashboards probably want "everyone on a project"
+   not "the whole firm").
+
+The design IS modular in the sense that the recipient resolution logic
+(below) is centralized in one SQL predicate (§4.3) which a future
+polymorphic refactor can lift verbatim.
+
+If the second entity asks for sharing within ~3 months, refactor to
+`paliad.entity_shares` as a single-mig follow-up. Until then,
+`paliad.checklist_shares` keeps the schema honest.
+
+### 3.3 Visibility states
+
+`paliad.checklists.visibility text` (CHECK enum):
+
+| state     | who sees                                           | who edits           |
+|-----------|----------------------------------------------------|---------------------|
+| `private` | owner only                                         | owner               |
+| `shared`  | owner + explicit recipients in checklist_shares    | owner               |
+| `firm`    | owner + every authenticated paliad user            | owner               |
+| `global`  | owner + every authenticated paliad user + catalog  | owner + global_admin|
+
+`firm` vs `global` distinction:
+- `firm` = author self-published. Author can flip back to private/shared
+  any time. Does NOT appear in the main `/checklists` Vorlagen tab; only
+  in the new "Geteilte Vorlagen" / "Shared by colleagues" surface.
+- `global` = admin-promoted into the firm catalog. Appears in the main
+  Vorlagen tab alongside the static templates. Author retains edit
+  authority by default; only `global_admin` can demote.
+
+Demotion target: `global → firm` (preserves visibility for users who
+already started instances). Author can subsequently narrow further.
+
+### 3.4 Template snapshot on instance create
+
+m's brief calls this out as a design decision: when an author edits a
+template, do existing instances pick up the changes (propagate) or stay
+on the version they were created from (snapshot)?
+
+**Pick: snapshot.** Inventor pick (R). Rationale:
+
+1. **Data integrity.** Instances are working artefacts. A user halfway
+   through a Klageerwiderung instance shouldn't have items disappear or
+   reorder under them because the author edited the template.
+2. **Audit story.** The completed instance shows exactly what the
+   author saw when they started. Reconstruction without git-blame on
+   the template.
+3. **Visibility narrowing safe by construction.** If author unshares
+   from a colleague who already has an instance, the instance survives
+   because the snapshot is local.
+4. Cost is trivial: a typical template is <2 KB JSONB; instances rarely
+   exceed a few per user per template. Even 10× the row size of today
+   is fine.
+
+Schema cost: one nullable `template_snapshot jsonb` column on
+`paliad.checklist_instances`. Backfilled lazily — existing instances
+keep `NULL`, service falls back to looking the slug up in the catalog;
+new instances always get a snapshot. Slice C can backfill the column
+for already-existing rows via a one-off `UPDATE` if we want strict
+consistency.
+
+## 4. Schema (migration 112 — verify slot at coder shift)
+
+Single migration file `internal/db/migrations/112_user_checklists.up.sql`
++ matching `.down.sql`. Idempotent throughout
+(`CREATE TABLE IF NOT EXISTS`, `DO $$ … EXCEPTION` guards).
+
+> Slot caveat: at design time, latest disk = 111, live tracker = 106
+> (mig 107-111 pending deploy). Coder MUST re-verify
+> `ls internal/db/migrations/ | tail` at shift start. If a higher
+> number lands first (e.g. boltzmann's gap-tolerant runner ships as
+> 112), bump to the next free slot.
+
+### 4.1 `paliad.checklists` — authored template catalog
+
+```sql
+CREATE TABLE paliad.checklists (
+    id           uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    slug         text NOT NULL UNIQUE,
+    -- Authoring metadata
+    owner_id     uuid NOT NULL REFERENCES paliad.users(id) ON DELETE CASCADE,
+    title        text NOT NULL,
+    description  text NOT NULL DEFAULT '',
+    regime       text NOT NULL DEFAULT 'OTHER',   -- UPC | DE | EPA | OTHER
+    court        text NOT NULL DEFAULT '',
+    reference    text NOT NULL DEFAULT '',
+    deadline     text NOT NULL DEFAULT '',
+    lang         text NOT NULL DEFAULT 'de',      -- 'de' | 'en' — author's primary language
+    -- Body
+    body         jsonb NOT NULL,                  -- { groups: [{ title, items: [{ label, note, rule }] }] }
+    -- Lifecycle
+    visibility   text NOT NULL DEFAULT 'private'
+                  CHECK (visibility IN ('private', 'shared', 'firm', 'global')),
+    promoted_at  timestamptz,                     -- set on transition to 'global'
+    promoted_by  uuid REFERENCES paliad.users(id) ON DELETE SET NULL,
+    -- Timestamps
+    created_at   timestamptz NOT NULL DEFAULT now(),
+    updated_at   timestamptz NOT NULL DEFAULT now()
+);
+
+CREATE INDEX checklists_owner_idx      ON paliad.checklists (owner_id);
+CREATE INDEX checklists_visibility_idx ON paliad.checklists (visibility) WHERE visibility IN ('firm', 'global');
+CREATE INDEX checklists_regime_idx     ON paliad.checklists (regime);
+```
+
+**Slug-collision safety net:** application layer validates that the
+chosen slug doesn't collide with a static template slug. The static
+list is loaded into a `map[string]bool` at boot. New authored slugs
+auto-prefixed with `u-` so collisions with static slugs are structurally
+unlikely (`u-my-strategy-2026` vs `upc-statement-of-claim`).
+
+### 4.2 `paliad.checklist_shares` — explicit grants
+
+```sql
+CREATE TABLE paliad.checklist_shares (
+    id                       uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    checklist_id             uuid NOT NULL REFERENCES paliad.checklists(id) ON DELETE CASCADE,
+    recipient_kind           text NOT NULL CHECK (recipient_kind IN ('user', 'office', 'partner_unit', 'project')),
+    recipient_user_id        uuid REFERENCES paliad.users(id) ON DELETE CASCADE,
+    recipient_office         text,
+    recipient_partner_unit_id uuid REFERENCES paliad.partner_units(id) ON DELETE CASCADE,
+    recipient_project_id     uuid REFERENCES paliad.projects(id) ON DELETE CASCADE,
+    granted_by               uuid NOT NULL REFERENCES paliad.users(id) ON DELETE SET NULL,
+    granted_at               timestamptz NOT NULL DEFAULT now(),
+
+    -- XOR check: exactly one recipient_* column populated per kind
+    CONSTRAINT checklist_shares_recipient_xor CHECK (
+        (recipient_kind = 'user'         AND recipient_user_id        IS NOT NULL AND recipient_office IS NULL AND recipient_partner_unit_id IS NULL AND recipient_project_id IS NULL)
+     OR (recipient_kind = 'office'       AND recipient_office         IS NOT NULL AND recipient_user_id IS NULL AND recipient_partner_unit_id IS NULL AND recipient_project_id IS NULL)
+     OR (recipient_kind = 'partner_unit' AND recipient_partner_unit_id IS NOT NULL AND recipient_user_id IS NULL AND recipient_office IS NULL AND recipient_project_id IS NULL)
+     OR (recipient_kind = 'project'      AND recipient_project_id     IS NOT NULL AND recipient_user_id IS NULL AND recipient_office IS NULL AND recipient_partner_unit_id IS NULL)
+    )
+);
+
+-- Avoid duplicates per recipient
+CREATE UNIQUE INDEX checklist_shares_user_uniq         ON paliad.checklist_shares (checklist_id, recipient_user_id)         WHERE recipient_kind = 'user';
+CREATE UNIQUE INDEX checklist_shares_office_uniq       ON paliad.checklist_shares (checklist_id, recipient_office)          WHERE recipient_kind = 'office';
+CREATE UNIQUE INDEX checklist_shares_partner_unit_uniq ON paliad.checklist_shares (checklist_id, recipient_partner_unit_id) WHERE recipient_kind = 'partner_unit';
+CREATE UNIQUE INDEX checklist_shares_project_uniq      ON paliad.checklist_shares (checklist_id, recipient_project_id)      WHERE recipient_kind = 'project';
+
+-- Hot-path index for the visibility predicate
+CREATE INDEX checklist_shares_lookup_idx ON paliad.checklist_shares (checklist_id);
+```
+
+### 4.3 `paliad.can_see_checklist(_user_id, _checklist_id)` predicate
+
+```sql
+CREATE OR REPLACE FUNCTION paliad.can_see_checklist(_user_id uuid, _checklist_id uuid)
+RETURNS boolean
+LANGUAGE sql STABLE SECURITY DEFINER
+SET search_path TO 'paliad', 'public'
+AS $$
+    -- Owner can always see
+    SELECT EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id
+           AND c.owner_id = _user_id
+    )
+    -- 'firm' / 'global' visible to all authenticated users
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id
+           AND c.visibility IN ('firm', 'global')
+    )
+    -- Explicit share: user
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklist_shares s
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'user'
+           AND s.recipient_user_id = _user_id
+    )
+    -- Explicit share: office (matches user.office OR additional_offices)
+    OR EXISTS (
+        SELECT 1
+          FROM paliad.checklist_shares s
+          JOIN paliad.users u ON u.id = _user_id
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'office'
+           AND (s.recipient_office = u.office
+                OR s.recipient_office = ANY(u.additional_offices))
+    )
+    -- Explicit share: partner_unit (caller is a member)
+    OR EXISTS (
+        SELECT 1
+          FROM paliad.checklist_shares s
+          JOIN paliad.partner_unit_members pum
+            ON pum.partner_unit_id = s.recipient_partner_unit_id
+           AND pum.user_id = _user_id
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'partner_unit'
+    )
+    -- Explicit share: project (caller can see the project via existing predicate)
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklist_shares s
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'project'
+           AND paliad.can_see_project(s.recipient_project_id)  -- reuses ltree walk
+    );
+$$;
+```
+
+> Note on `can_see_project` self-reference: that function reads
+> `auth.uid()` internally — when called from inside another SECURITY
+> DEFINER body it picks up the caller's uid via search_path inheritance
+> (same pattern as `effective_project_admin` reuse in mig 111).
+
+### 4.4 RLS on `paliad.checklists`
+
+```sql
+ALTER TABLE paliad.checklists ENABLE ROW LEVEL SECURITY;
+
+-- SELECT: owner OR visible via can_see_checklist
+CREATE POLICY checklists_select
+    ON paliad.checklists FOR SELECT TO authenticated
+    USING (paliad.can_see_checklist(auth.uid(), id));
+
+-- INSERT: caller can only create templates owned by themselves
+CREATE POLICY checklists_insert
+    ON paliad.checklists FOR INSERT TO authenticated
+    WITH CHECK (owner_id = auth.uid());
+
+-- UPDATE: owner always; global_admin if visibility='global' (for demotion)
+CREATE POLICY checklists_update
+    ON paliad.checklists FOR UPDATE TO authenticated
+    USING (
+        owner_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    )
+    WITH CHECK (
+        owner_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    );
+
+-- DELETE: owner OR global_admin
+CREATE POLICY checklists_delete
+    ON paliad.checklists FOR DELETE TO authenticated
+    USING (
+        owner_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    );
+```
+
+### 4.5 RLS on `paliad.checklist_shares`
+
+```sql
+ALTER TABLE paliad.checklist_shares ENABLE ROW LEVEL SECURITY;
+
+-- SELECT: caller can see if they own the checklist OR they are the recipient OR global_admin
+CREATE POLICY checklist_shares_select
+    ON paliad.checklist_shares FOR SELECT TO authenticated
+    USING (
+        EXISTS (SELECT 1 FROM paliad.checklists c WHERE c.id = checklist_id AND c.owner_id = auth.uid())
+        OR (recipient_kind = 'user' AND recipient_user_id = auth.uid())
+        OR EXISTS (SELECT 1 FROM paliad.users u WHERE u.id = auth.uid() AND u.global_role = 'global_admin')
+    );
+
+-- INSERT: only the checklist owner can grant
+CREATE POLICY checklist_shares_insert
+    ON paliad.checklist_shares FOR INSERT TO authenticated
+    WITH CHECK (
+        EXISTS (SELECT 1 FROM paliad.checklists c WHERE c.id = checklist_id AND c.owner_id = auth.uid())
+        AND granted_by = auth.uid()
+    );
+
+-- DELETE: owner OR global_admin (no UPDATE policy — shares are immutable; revoke = delete + reinsert)
+CREATE POLICY checklist_shares_delete
+    ON paliad.checklist_shares FOR DELETE TO authenticated
+    USING (
+        EXISTS (SELECT 1 FROM paliad.checklists c WHERE c.id = checklist_id AND c.owner_id = auth.uid())
+        OR EXISTS (SELECT 1 FROM paliad.users u WHERE u.id = auth.uid() AND u.global_role = 'global_admin')
+    );
+```
+
+### 4.6 `paliad.checklist_instances.template_snapshot jsonb`
+
+```sql
+-- Idempotent — column NULL on existing rows; service handles fallback to catalog lookup.
+ALTER TABLE paliad.checklist_instances
+    ADD COLUMN IF NOT EXISTS template_snapshot jsonb;
+```
+
+Existing RLS on `checklist_instances` untouched.
+
+## 5. Service layer
+
+### 5.1 `internal/services/checklist_catalog_service.go` (new)
+
+Unified read facade over static + DB templates.
+
+```go
+type ChecklistCatalogService struct {
+    db *sqlx.DB
+}
+
+type CatalogEntry struct {
+    Slug          string          // matches checklists.Template.Slug or paliad.checklists.slug
+    Origin        string          // "static" | "authored"
+    OwnerID       *uuid.UUID      // nil for static
+    OwnerName     string          // empty for static
+    Visibility    string          // "static" | "private" | "shared" | "firm" | "global"
+    Template      checklists.Template
+}
+
+// ListVisible returns every catalog entry the caller can see.
+// Static entries are always returned. DB entries pass through RLS.
+func (s *ChecklistCatalogService) ListVisible(ctx context.Context, userID uuid.UUID) ([]CatalogEntry, error)
+
+// Find returns one entry by slug (static lookup first, then DB).
+func (s *ChecklistCatalogService) Find(ctx context.Context, userID uuid.UUID, slug string) (*CatalogEntry, error)
+
+// SnapshotBody returns the JSONB body for a slug — used at instance creation to capture the template state.
+func (s *ChecklistCatalogService) SnapshotBody(ctx context.Context, userID uuid.UUID, slug string) (json.RawMessage, error)
+```
+
+### 5.2 `internal/services/checklist_template_service.go` (new — Slice A)
+
+CRUD on `paliad.checklists`.
+
+```go
+type ChecklistTemplateService struct {
+    db    *sqlx.DB
+    users *UserService
+}
+
+type CreateTemplateInput struct {
+    Title       string
+    Description string
+    Regime      string
+    Court       string
+    Reference   string
+    Deadline    string
+    Lang        string
+    Body        checklists.Template   // unmarshalled to body jsonb minus slug/titles/etc
+}
+
+func (s *ChecklistTemplateService) Create(ctx, userID, input) (*Template, error)
+func (s *ChecklistTemplateService) Update(ctx, userID, slug, input) (*Template, error)
+func (s *ChecklistTemplateService) Delete(ctx, userID, slug) error
+func (s *ChecklistTemplateService) SetVisibility(ctx, userID, slug, visibility) error  // private/firm only
+func (s *ChecklistTemplateService) ListOwnedBy(ctx, userID) ([]Template, error)
+```
+
+Slug generation: lowercase, alphanumeric+hyphen, `u-` prefix, unique
+suffix (collision retry up to 3x). Validator enforces
+`^u-[a-z0-9][a-z0-9-]{2,62}$`. Reserved slugs from
+`internal/checklists/checklists.go` Templates rejected at write time.
+
+### 5.3 `internal/services/checklist_share_service.go` (new — Slice B)
+
+```go
+type ChecklistShareService struct { db *sqlx.DB }
+
+type ShareGrantInput struct {
+    RecipientKind string
+    UserID        *uuid.UUID
+    Office        string
+    PartnerUnitID *uuid.UUID
+    ProjectID     *uuid.UUID
+}
+
+func (s *ChecklistShareService) Grant(ctx, callerID, checklistID, input) (*Share, error)
+func (s *ChecklistShareService) Revoke(ctx, callerID, shareID) error
+func (s *ChecklistShareService) ListGrants(ctx, callerID, checklistID) ([]Share, error)
+```
+
+### 5.4 `internal/services/checklist_promotion_service.go` (new — Slice B)
+
+`global_admin`-only operations.
+
+```go
+type ChecklistPromotionService struct { db *sqlx.DB, audit *SystemAuditLogService }
+
+func (s *ChecklistPromotionService) Promote(ctx, callerID, checklistID) error
+func (s *ChecklistPromotionService) Demote(ctx, callerID, checklistID, target /* 'firm' | 'private' */) error
+```
+
+Promote: assert caller.global_role = 'global_admin' → UPDATE visibility =
+'global', promoted_at = now(), promoted_by = caller → audit row
+`event_type='checklist.promoted_global'`.
+
+Demote: assert caller is global_admin → UPDATE visibility = target
+(default 'firm') → audit row `event_type='checklist.demoted'`.
+
+### 5.5 Wire instance create to take snapshot
+
+`ChecklistInstanceService.Create` extends to capture
+`template_snapshot` at insert time via
+`catalog.SnapshotBody(ctx, userID, slug)`. Existing instances unchanged
+(NULL snapshot, fallback path in read layer).
+
+### 5.6 Endpoints
+
+| Method | Path | Slice | Purpose |
+|--------|------|-------|---------|
+| `GET`    | `/api/checklists`                       | (existing)| Merged catalog list (static + visible DB) |
+| `GET`    | `/api/checklists/{slug}`                | (existing)| Single template (static or DB) |
+| `POST`   | `/api/checklists/templates`             | A | Create authored template |
+| `GET`    | `/api/checklists/templates/mine`        | A | List own authored templates |
+| `PATCH`  | `/api/checklists/templates/{slug}`      | A | Edit authored template |
+| `DELETE` | `/api/checklists/templates/{slug}`      | A | Delete authored template |
+| `PATCH`  | `/api/checklists/templates/{slug}/visibility` | A | Toggle private/firm |
+| `GET`    | `/api/checklists/templates/{slug}/shares`     | B | List grants |
+| `POST`   | `/api/checklists/templates/{slug}/shares`     | B | Grant share |
+| `DELETE` | `/api/checklists/shares/{id}`           | B | Revoke share |
+| `POST`   | `/api/admin/checklists/{slug}/promote`  | B | Admin promote to global |
+| `POST`   | `/api/admin/checklists/{slug}/demote`   | B | Admin demote |
+| `GET`    | `/api/checklists/gallery`               | C | Browse all firm + global templates |
+
+## 6. Instance snapshot lifecycle
+
+**On Create (`ChecklistInstanceService.Create`):**
+1. Resolve slug via `catalog.Find(userID, slug)` — enforces visibility.
+2. `snapshot = catalog.SnapshotBody(userID, slug)` — captures the
+   template body (groups + items) at this moment, as JSONB.
+3. Insert into `checklist_instances` with
+   `template_snapshot = snapshot`, `template_slug = slug`,
+   `state = '{}'::jsonb`.
+
+**On Read (`ChecklistInstanceService.GetByID`):**
+- Return the instance with `template_snapshot` if non-null.
+- If NULL (legacy row created before mig 112), fall back to
+  `catalog.Find(slug)`. Logged at INFO; not a fatal path.
+
+**On Template Edit (Slice A):**
+- Owner edits template via PATCH → DB row mutated → `checklists.updated_at`
+  bumped → no propagation. Existing instances continue rendering their
+  snapshot. New instances pick up the edit.
+- Audit row `event_type='checklist.edited'`,
+  `metadata={ checklist_id, slug, changes:[...] }`.
+
+**On Template Delete:**
+- DB row deleted. Instances that snapshotted survive (snapshot is
+  local). Instances that DIDN'T snapshot (NULL) gracefully degrade —
+  service detects "template not found in catalog" and returns the
+  instance with a sentinel "template withdrawn" body (renders a small
+  banner client-side; checkboxes still work because `state` is the
+  source of truth, not the template).
+
+**On Visibility Narrow (firm → shared → private):**
+- Existing instances unaffected (snapshot is local; visibility check is
+  on the template, not instance).
+- New instance attempts fail with `ErrNotVisible` (the user can no
+  longer see the template to instantiate it).
+
+## 7. Frontend (concise sketch — coder owns the detail)
+
+### 7.1 `/checklists` (existing page) — Slice A adds "Meine Vorlagen"
+
+Add a third tab between "Vorlagen" and "Vorhandene Instanzen":
+
+```
+[Vorlagen] [Meine Vorlagen] [Vorhandene Instanzen]
+```
+
+- **Vorlagen** (existing): static catalog + global-promoted DB
+  templates, grouped by Regime, filter pills (UPC/DE/EPA).
+- **Meine Vorlagen** (NEW): caller's own authored templates + a "Neue
+  Vorlage" CTA. Each card shows title, description, visibility chip,
+  Aktions-Buttons (Bearbeiten / Teilen / Löschen).
+- **Vorhandene Instanzen** (existing): unchanged behaviour; rows now
+  optionally render an "📌 Snapshot" badge when `template_snapshot` is
+  non-null (Slice A backfill marker).
+
+Slice C adds a fourth tab: **Geteilte Vorlagen** (firm-level shared
+templates not yet promoted — discovery surface).
+
+### 7.2 `/checklists/new` (NEW — Slice A)
+
+Authoring wizard. Three steps:
+1. Metadata — title, description, regime (UPC/DE/EPA/OTHER), court,
+   reference, deadline.
+2. Sections + items — repeating editor (group title → items[] of
+   {label, note, rule}).
+3. Visibility — radio: privat / firm-weit. (Sharing flow comes in
+   Slice B.)
+
+Save → POST `/api/checklists/templates` → redirect to
+`/checklists/{slug}` detail.
+
+### 7.3 `/checklists/{slug}/edit` (NEW — Slice A)
+
+Same wizard, prefilled. Owner-only (404 otherwise).
+
+### 7.4 `/checklists/{slug}` detail page
+
+Existing detail page renders the template (static OR authored).
+Additions:
+- Owner-only "Bearbeiten" / "Löschen" / "Teilen" buttons in the header.
+- `global_admin`-only "Als Firmen-Vorlage hinterlegen" / "Aus Katalog
+  entfernen" button (Slice B).
+- Provenance line under the title: "Erstellt von <author> · <date>"
+  (only for DB templates).
+
+### 7.5 Share modal (Slice B)
+
+Triggered by "Teilen" on owner's detail page. Four pickers stacked:
+- Kollegen (user-picker, multi-select)
+- Office (chip-select from `offices.All`)
+- Dezernat (chip-select from `partner_units`)
+- Projekt (autocomplete from owner-visible projects)
+
+Footer: "Visibility" radio (privat / geteilt / firm-weit). Picking
+"firm-weit" greys out the picker (firm-weit doesn't need grants).
+
+Apply → POST grants individually → audit emits one
+`event_type='checklist.shared'` per grant with
+`metadata={ recipient_kind, recipient_id, checklist_id }`.
+
+### 7.6 i18n keys
+
+~28 new keys (DE+EN) under `checklisten.authoring.*`,
+`checklisten.share.*`, `checklisten.promote.*`. Naming convention
+matches existing `checklisten.tab.*` / `checklisten.instances.*`.
+
+## 8. Audit events
+
+Org-scope (`paliad.system_audit_log` via a small new helper
+`SystemAuditLogService.WriteChecklistEvent`):
+
+| event_type                       | actor       | metadata keys                                      |
+|----------------------------------|-------------|----------------------------------------------------|
+| `checklist.authored`             | owner       | checklist_id, slug, visibility                     |
+| `checklist.edited`               | owner       | checklist_id, slug, changed_fields[]               |
+| `checklist.visibility_changed`   | owner       | checklist_id, slug, from, to                       |
+| `checklist.shared`               | owner       | checklist_id, slug, recipient_kind, recipient_id   |
+| `checklist.unshared`             | owner       | checklist_id, slug, recipient_kind, recipient_id   |
+| `checklist.promoted_global`      | global_admin| checklist_id, slug, owner_id                       |
+| `checklist.demoted`              | global_admin| checklist_id, slug, target_visibility              |
+| `checklist.deleted`              | owner OR ga | checklist_id, slug, was_visibility                 |
+
+Project-scope (`paliad.project_events` — existing helper
+`insertProjectEventWithMeta`): existing checklist-instance events
+unchanged. NO new project_events types for templates — templates are
+not project-scoped.
+
+`AuditService.ListEntries` already reads from `system_audit_log` via
+the UNION ALL branch added in t-paliad-214 — no changes needed there;
+new event_types surface automatically in the audit log UI.
+
+## 9. Slice plan
+
+### Slice A — Foundation (~700 LoC)
+
+**Schema:** mig 112 §4.1 (`paliad.checklists`) + §4.3 predicate + §4.4
+RLS + §4.6 instance snapshot column. **Skip** §4.2 / §4.5 in Slice A —
+no share table yet; visibility limited to private/firm.
+
+**Service:** `ChecklistCatalogService` (unified read), `ChecklistTemplateService`
+(CRUD), `ChecklistInstanceService.Create` snapshot wiring,
+`SystemAuditLogService.WriteChecklistEvent` helper.
+
+**Endpoints:** `/api/checklists` (delegate to catalog), `POST/PATCH/DELETE
+/api/checklists/templates`, `PATCH /api/checklists/templates/{slug}/visibility`.
+
+**Frontend:** "Meine Vorlagen" tab on `/checklists`, `/checklists/new`,
+`/checklists/{slug}/edit`, owner controls on detail page.
+
+**Test pass:** unit tests for slug validation, snapshot capture,
+visibility predicate (without share rows), audit emit, fallback to
+catalog when snapshot NULL.
+
+**No share, no admin promote, no gallery.** Ships immediately useful
+for solo authoring + firm-wide publishing.
+
+### Slice B — Sharing + Promotion (~600 LoC)
+
+**Schema:** mig 113 — `paliad.checklist_shares` (§4.2) + revised RLS
+(§4.5) + extend visibility CHECK to include 'shared' if Slice A used a
+sub-enum (Slice A schema already includes 'shared' as valid value —
+just no grants point at it yet).
+
+**Service:** `ChecklistShareService`, `ChecklistPromotionService`.
+
+**Endpoints:** shares endpoints + admin promote/demote.
+
+**Frontend:** Share modal, "Make global" admin button on detail page,
+share-grant chip list on detail page (owner-only).
+
+**Audit:** new event_types (shared, unshared, promoted_global, demoted).
+
+### Slice C — Discoverability + UX polish (~400 LoC)
+
+**Gallery page** `/checklists/gallery`: browses every template the user
+can see that's NOT their own, grouped by Regime / Author / Recency.
+Filter pills. "Diese Vorlage verwenden" → instantiates with snapshot.
+
+**Backfill** existing `checklist_instances` with `template_snapshot`
+via a one-off migration (mig 114) — pure data move, no schema change.
+After backfill, the catalog-fallback path can be removed (deferred to
+Slice D / cleanup).
+
+**Optional**:
+- "Vorlage kopieren" action — clone an existing template (static OR
+  authored) into the caller's "Meine Vorlagen" for personal adaptation.
+- Per-template instance counter ("12 Kollegen haben diese Vorlage
+  benutzt") — surfaced from `checklist_instances` group-by.
+
+## 10. Trade-offs flagged
+
+1. **Hybrid catalog (static + DB).** Two sources of truth means two
+   slug spaces to merge. Mitigated by `u-` prefix on authored slugs +
+   reserved-list rejection. Refactoring all static templates into DB
+   loses the git review trail; the hybrid is the right cost.
+2. **Polymorphism deferred.** A future second sharable entity will need
+   to either copy the `checklist_shares` pattern (cheap but duplicative)
+   or refactor to `entity_shares` (one mig). The refactor is small;
+   premature abstraction now would pay complexity for no current
+   benefit.
+3. **Snapshot semantics may surprise.** A user who edits their template
+   expecting downstream instances to update will be confused.
+   Mitigations: (a) UI banner on edit ("Bearbeitungen wirken nur auf
+   neue Instanzen"); (b) "Neu instantiieren" affordance on the instance
+   detail page that re-snapshots from the current template (preserves
+   the user's checkbox state to the extent items still match).
+4. **Office membership is set-membership, not hierarchy.** Sharing to
+   "munich" reaches every user with `office='munich'` OR
+   `'munich' = ANY(additional_offices)`. There's no concept of "Munich
+   plus its sub-teams" because offices don't nest in paliad. Fine.
+5. **Partner-unit membership join is N+1 on the predicate.** Each
+   visibility check touches `partner_unit_members` if any partner-unit
+   share exists. Indexes on `partner_unit_members(user_id, partner_unit_id)`
+   already exist (per mig 027 lineage); the join is single-row.
+6. **Share-to-project recipient resolution uses
+   `can_see_project(s.recipient_project_id)`.** That predicate reads
+   `auth.uid()` from the session, so it works correctly inside our
+   SECURITY DEFINER body. Confirmed by reading `can_see_project`'s body
+   in `paliad.can_see_project` source — same pattern that
+   `effective_project_admin` uses in mig 111.
+7. **`global_admin` UPDATE RLS on `paliad.checklists` is full-row.**
+   Means a global_admin can edit content of any user's template, not
+   just visibility. This is intentional for catalog hygiene
+   (correcting typos, removing inflammatory content) but should be used
+   sparingly and audited. The audit log captures every
+   global_admin-attributed edit via `checklist.edited` with actor_id.
+8. **Instance snapshot fallback path lives indefinitely.** Existing
+   pre-mig-112 instances stay NULL until Slice C backfills. The
+   fallback code in `ChecklistInstanceService.GetByID` is ~10 LoC and
+   no hot-path concern — but it's "dead code" once the backfill runs.
+   Acceptable until Slice C.
+9. **Cascade on owner deletion.** If an authored template's owner is
+   removed (`paliad.users.id` cascades), the template is wiped along
+   with all its shares. Existing instances survive via snapshot. The
+   alternative (transfer ownership to global_admin on user-delete) is
+   more polite but introduces governance questions ("which admin?")
+   that aren't worth Slice A complexity. Flag for Slice C if it bites.
+10. **Slug uniqueness across origins enforced application-side.**
+    The static catalog is in-memory at boot. If a deploy adds a static
+    slug that collides with an existing DB slug, the deploy boots
+    cleanly but the DB row becomes unreachable via the catalog read
+    layer (static wins on slug lookup). Mitigation: a boot-time
+    integrity check in `cmd/server/main.go` logs WARN if collision
+    detected. Owner can rename their template manually via the edit UI.
+
+## 11. m's decisions ledger (all defaulted to (R) per task brief)
+
+Per task brief "NO AskUserQuestion. Defaults to (R). Escalate to head if
+material." I have not escalated; all picks below default to (R).
+
+| # | Question                                                | (R) pick                                  |
+|---|---------------------------------------------------------|-------------------------------------------|
+| 1 | Storage model for authored templates                    | Hybrid: keep static catalog + new `paliad.checklists` DB table |
+| 2 | Instance lifecycle on template edit                     | **Snapshot** at instance create (NOT propagate) |
+| 3 | Visibility enum values                                  | `private`, `shared`, `firm`, `global`     |
+| 4 | Share recipients                                        | user, office, partner_unit, project (4 axes) |
+| 5 | Share-to-project resolution                             | Reuse `can_see_project` (visibility, not just team rows) |
+| 6 | Promotion authority                                     | `global_admin` only (no per-project admin promote in v1) |
+| 7 | Demotion target                                         | `global → firm` (preserves visibility for in-flight instances) |
+| 8 | Slug strategy                                           | `u-` prefix on authored, application-side collision check vs static |
+| 9 | Polymorphic share table (`entity_shares`) vs scoped     | **Scoped (`checklist_shares`).** Refactor to polymorphic *after* second sharable entity appears |
+| 10| Authoring i18n                                          | Author picks single language (DE or EN) per template via `lang` column; verbatim render |
+| 11| Audit sink for template lifecycle                       | `paliad.system_audit_log` (org-scope); instance events stay on `paliad.project_events` |
+| 12| Slice ordering                                          | A (foundation) → B (share + promote) → C (gallery + backfill) |
+
+Material escalation list: empty. If m disagrees with any of the above,
+amend §11 in the next inventor shift; the schema is designed to be
+forward-compatible with most reversals (e.g. flipping snapshot →
+propagate is a service-layer change, not a schema change).
+
+## 12. Acceptance criteria — Slice A
+
+1. **Migration 112 applies cleanly on a fresh DB** and is idempotent
+   on re-apply (verified via `BEGIN…ROLLBACK` dry-run against the live
+   `paliad` schema).
+2. **`/api/checklists` returns merged catalog** — static templates
+   plus DB templates the caller can see (visibility ∈ {firm, global}
+   OR owner = caller).
+3. **POST `/api/checklists/templates`** creates a row, returns the
+   created template with auto-generated `u-…` slug, emits
+   `checklist.authored` audit row.
+4. **PATCH `/api/checklists/templates/{slug}`** updates owner-only
+   fields, rejects 403 from non-owner non-admin, emits
+   `checklist.edited`.
+5. **PATCH `/api/checklists/templates/{slug}/visibility`** toggles
+   private↔firm; rejects `shared` and `global` in Slice A (those land
+   in Slice B); emits `checklist.visibility_changed`.
+6. **DELETE `/api/checklists/templates/{slug}`** removes the row;
+   existing instances survive via snapshot.
+7. **Instance create snapshots the template body** —
+   `template_snapshot` non-null on every new instance row.
+8. **Legacy instances (NULL snapshot) still render** via catalog
+   fallback (covered by a regression test).
+9. **"Meine Vorlagen" tab** lists owner's templates; "Neue Vorlage"
+   CTA navigates to `/checklists/new`; wizard saves successfully.
+10. **`go build ./... && go vet ./... && go test ./internal/...`
+    clean.** `bun run build` clean (i18n key count incremented by ~20).
+11. **Live smoke**: tester@hlc.de can create + edit + delete a private
+    template; setting visibility to `firm` makes it visible to a second
+    tester account; deleting the template doesn't break existing
+    instances.
+
+## 13. Recommended implementer
+
+Pattern-fluent **Sonnet coder**, NOT cronus (per project memory
+directive 2026-05-06). Substrate is well-trodden:
+
+- Migration shape mirrors mig 111 (gauss) for the predicate function +
+  policy replacement pattern.
+- Service shape mirrors `ChecklistInstanceService` for CRUD + audit
+  emit + visibility check.
+- Endpoint shape mirrors `internal/handlers/checklist_instances.go`.
+- Frontend tab pattern mirrors the existing
+  `entity-tabs` / `entity-tab-panel` substrate in `checklists.tsx`.
+
+Novel pieces:
+- Catalog merge layer (~80 LoC) — the only logic the coder needs to
+  prototype before committing to the full slice. Pure function; easy
+  to unit-test.
+- Share predicate (Slice B) — straightforward translation of §4.3 SQL
+  into a STABLE SECURITY DEFINER function; pattern matches mig 111
+  exactly.
+
+Branch: keep on `mai/dirac/user-checklists`. Three slices = three PRs,
+or one branch with three commits — coder's call. Each slice ends with
+acceptance criteria; head merges between slices for fast feedback.
+
+## 14. Out of scope (explicitly)
+
+- Importing checklists from external sources (Notion, Trello, .docx).
+- Approval-policy gating on checklist edits (admin pre-publish review).
+- Cross-firm template marketplace.
+- Translation workflow (de↔en) for authored templates — Slice A
+  ships single-language; if firm appetite shows up post-launch, file
+  a follow-up.
+- Static-catalog editor UI (the static templates remain code-only).
+- Versioning UI ("show me the version this instance was created from")
+  — snapshot is captured; surfacing it is Slice C polish.
+
+---
+
+**Inventor parked per gate protocol.** No auto-shift to coder. Head
+decides: same worker as `/mai-coder` with this brief, fresh coder, or
+rescope. Slice ordering A → B → C is independent enough that the head
+can also greenlight Slice A alone and re-design B/C after Slice A
+ships.

frontend/build.ts

@@ -10,6 +10,7 @@ import { renderLinks } from "./src/links";
 import { renderGlossary } from "./src/glossary";
 import { renderGebuehrentabellen } from "./src/gebuehrentabellen";
 import { renderChecklists } from "./src/checklists";
+import { renderChecklistsAuthor } from "./src/checklists-author";
 import { renderChecklistsDetail } from "./src/checklists-detail";
 import { renderChecklistsInstance } from "./src/checklists-instance";
 import { renderCourts } from "./src/courts";
@@ -20,10 +21,8 @@ import { renderProjectsChart } from "./src/projects-chart";
 import { renderEvents } from "./src/events";
 import { renderDeadlinesNew } from "./src/deadlines-new";
 import { renderDeadlinesDetail } from "./src/deadlines-detail";
-import { renderDeadlinesCalendar } from "./src/deadlines-calendar";
 import { renderAppointmentsNew } from "./src/appointments-new";
 import { renderAppointmentsDetail } from "./src/appointments-detail";
-import { renderAppointmentsCalendar } from "./src/appointments-calendar";
 import { renderSettings } from "./src/settings";
 import { renderDashboard } from "./src/dashboard";
 import { renderAgenda } from "./src/agenda";
@@ -245,6 +244,7 @@ async function build() {
       join(import.meta.dir, "src/client/glossary.ts"),
       join(import.meta.dir, "src/client/gebuehrentabellen.ts"),
       join(import.meta.dir, "src/client/checklists.ts"),
+      join(import.meta.dir, "src/client/checklists-author.ts"),
       join(import.meta.dir, "src/client/checklists-detail.ts"),
       join(import.meta.dir, "src/client/checklists-instance.ts"),
       join(import.meta.dir, "src/client/courts.ts"),
@@ -255,10 +255,8 @@ async function build() {
       join(import.meta.dir, "src/client/events.ts"),
       join(import.meta.dir, "src/client/deadlines-new.ts"),
       join(import.meta.dir, "src/client/deadlines-detail.ts"),
-      join(import.meta.dir, "src/client/deadlines-calendar.ts"),
       join(import.meta.dir, "src/client/appointments-new.ts"),
       join(import.meta.dir, "src/client/appointments-detail.ts"),
-      join(import.meta.dir, "src/client/appointments-calendar.ts"),
       join(import.meta.dir, "src/client/settings.ts"),
       join(import.meta.dir, "src/client/dashboard.ts"),
       join(import.meta.dir, "src/client/agenda.ts"),
@@ -370,6 +368,7 @@ async function build() {
   await Bun.write(join(DIST, "glossary.html"), renderGlossary());
   await Bun.write(join(DIST, "gebuehrentabellen.html"), renderGebuehrentabellen());
   await Bun.write(join(DIST, "checklists.html"), renderChecklists());
+  await Bun.write(join(DIST, "checklists-author.html"), renderChecklistsAuthor());
   await Bun.write(join(DIST, "checklists-detail.html"), renderChecklistsDetail());
   await Bun.write(join(DIST, "checklists-instance.html"), renderChecklistsInstance());
   await Bun.write(join(DIST, "courts.html"), renderCourts());
@@ -384,10 +383,8 @@ async function build() {
   await Bun.write(join(DIST, "events.html"), renderEvents());
   await Bun.write(join(DIST, "deadlines-new.html"), renderDeadlinesNew());
   await Bun.write(join(DIST, "deadlines-detail.html"), renderDeadlinesDetail());
-  await Bun.write(join(DIST, "deadlines-calendar.html"), renderDeadlinesCalendar());
   await Bun.write(join(DIST, "appointments-new.html"), renderAppointmentsNew());
   await Bun.write(join(DIST, "appointments-detail.html"), renderAppointmentsDetail());
-  await Bun.write(join(DIST, "appointments-calendar.html"), renderAppointmentsCalendar());
   await Bun.write(join(DIST, "settings.html"), renderSettings());
   await Bun.write(join(DIST, "dashboard.html"), renderDashboard());
   await Bun.write(join(DIST, "agenda.html"), renderAgenda());

frontend/src/admin-team.tsx

@@ -33,6 +33,9 @@ export function renderAdminTeam(): string {
                   </p>
                 </div>
                 <div className="admin-team-actions">
+                  <button className="btn-primary" id="admin-team-add-full" type="button" data-i18n="admin.team.add.full">
+                    Konto direkt anlegen
+                  </button>
                   <button className="btn-primary" id="admin-team-direct-add" type="button" data-i18n="admin.team.add.direct">
                     Bestehendes Konto onboarden
                   </button>
@@ -132,6 +135,67 @@ export function renderAdminTeam(): string {
           </div>
         </div>
 
+        {/* t-paliad-223 Slice B (#49) — "Konto direkt anlegen" modal.
+            Creates BOTH the auth.users row (via Supabase Admin API) and
+            the paliad.users row in one click. New user is visible in
+            dropdowns immediately. */}
+        <div className="modal-overlay" id="admin-add-full-modal" style="display:none">
+          <div className="modal-card">
+            <div className="modal-header">
+              <h2 data-i18n="admin.team.add_full.title">Konto direkt anlegen</h2>
+              <button className="modal-close" id="admin-af-close" type="button" aria-label="Close">&times;</button>
+            </div>
+            <p data-i18n="admin.team.add_full.body" className="invite-modal-body">
+              Legt sowohl das Login-Konto als auch das Paliad-Profil an. Die neue Person erh&auml;lt eine E-Mail mit einem Link, &uuml;ber den sie ein Passwort setzt.
+            </p>
+            <form id="admin-add-full-form" className="entity-form" autocomplete="off">
+              <div className="form-field">
+                <label htmlFor="admin-af-email" data-i18n="admin.team.add_full.email">E-Mail</label>
+                <input type="email" id="admin-af-email" name="email" required autocomplete="off" />
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-name" data-i18n="admin.team.add_full.name">Anzeigename</label>
+                <input type="text" id="admin-af-name" name="display_name" required />
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-office" data-i18n="admin.team.add_full.office">Standort</label>
+                <select id="admin-af-office" name="office" required />
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-profession" data-i18n="admin.team.add_full.profession">Profession</label>
+                <select id="admin-af-profession" name="profession">
+                  <option value="partner" data-i18n="projects.team.profession.partner">Partner</option>
+                  <option value="of_counsel" data-i18n="projects.team.profession.of_counsel">Of Counsel</option>
+                  <option value="associate" selected data-i18n="projects.team.profession.associate">Associate</option>
+                  <option value="senior_pa" data-i18n="projects.team.profession.senior_pa">Senior PA</option>
+                  <option value="pa" data-i18n="projects.team.profession.pa">PA</option>
+                  <option value="paralegal" data-i18n="projects.team.profession.paralegal">Paralegal</option>
+                </select>
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-job-title" data-i18n="admin.team.add_full.job_title">Berufsbezeichnung</label>
+                <input type="text" id="admin-af-job-title" name="job_title" placeholder="Associate" />
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-lang" data-i18n="admin.team.add_full.lang">Sprache</label>
+                <select id="admin-af-lang" name="lang">
+                  <option value="de" selected>Deutsch</option>
+                  <option value="en">English</option>
+                </select>
+              </div>
+              <label className="form-checkbox">
+                <input type="checkbox" id="admin-af-send-welcome" checked />
+                <span data-i18n="admin.team.add_full.send_welcome">Willkommens-E-Mail mit Login-Link senden</span>
+              </label>
+              <div id="admin-af-feedback" className="form-msg" style="display:none" />
+              <div className="form-actions">
+                <button type="button" className="btn-cancel" id="admin-af-cancel" data-i18n="admin.team.add_full.cancel">Abbrechen</button>
+                <button type="submit" className="btn-primary" id="admin-af-submit" data-i18n="admin.team.add_full.submit">Anlegen</button>
+              </div>
+            </form>
+          </div>
+        </div>
+
         <Footer />
         <PaliadinWidget />
         <script src="/assets/admin-team.js"></script>

frontend/src/appointments-calendar.tsx

@@ -1,103 +0,0 @@
-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";
-
-export function renderAppointmentsCalendar(): 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="appointments.kalender.title">Terminkalender &mdash; Paliad</title>
-        <link rel="stylesheet" href="/assets/global.css" />
-      </head>
-      <body className="has-sidebar">
-        <Sidebar currentPath="/events?type=appointment" />
-        <BottomNav currentPath="/events?type=appointment" />
-
-        <main>
-          <section className="tool-page">
-            <div className="container">
-              <div className="tool-header">
-                <div className="entity-header-row">
-                  <div>
-                    <h1 data-i18n="appointments.kalender.heading">Terminkalender</h1>
-                    <p className="tool-subtitle" data-i18n="appointments.kalender.subtitle">
-                      Monats&uuml;bersicht aller Termine.
-                    </p>
-                  </div>
-                  <div className="fristen-header-actions">
-                    <a href="/events?type=appointment" className="btn-secondary" data-i18n="appointments.kalender.list">Listenansicht</a>
-                    <a href="/appointments/new" className="btn-primary btn-cta-lime" data-i18n="appointments.list.new">Neuer Termin</a>
-                  </div>
-                </div>
-              </div>
-
-              <div className="frist-calendar-controls">
-                <button type="button" id="cal-prev" className="btn-secondary btn-small" aria-label="Vorheriger Monat">&larr;</button>
-                <h2 id="cal-month-label" className="frist-cal-month-label" />
-                <button type="button" id="cal-next" className="btn-secondary btn-small" aria-label="N&auml;chster Monat">&rarr;</button>
-                <button type="button" id="cal-today" className="btn-secondary btn-small" data-i18n="deadlines.kalender.today">Heute</button>
-              </div>
-
-              <div className="termin-cal-legend">
-                <span className="termin-cal-legend-item">
-                  <span className="termin-dot termin-type-hearing" />
-                  <span data-i18n="appointments.type.hearing">Verhandlung</span>
-                </span>
-                <span className="termin-cal-legend-item">
-                  <span className="termin-dot termin-type-meeting" />
-                  <span data-i18n="appointments.type.meeting">Besprechung</span>
-                </span>
-                <span className="termin-cal-legend-item">
-                  <span className="termin-dot termin-type-consultation" />
-                  <span data-i18n="appointments.type.consultation">Beratung</span>
-                </span>
-                <span className="termin-cal-legend-item">
-                  <span className="termin-dot termin-type-deadline_hearing" />
-                  <span data-i18n="appointments.type.deadline_hearing">Fristverhandlung</span>
-                </span>
-              </div>
-
-              <div className="frist-calendar" id="appointment-calendar">
-                <div className="frist-cal-weekday" data-i18n="cal.day.mon">Mo</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.tue">Di</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.wed">Mi</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.thu">Do</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.fri">Fr</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.sat">Sa</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.sun">So</div>
-                <div id="appointment-cal-grid" className="frist-cal-grid" />
-              </div>
-
-              <p className="entity-events-empty" id="appointment-cal-empty" style="display:none" data-i18n="appointments.kalender.empty">
-                Keine Termine im ausgew&auml;hlten Zeitraum.
-              </p>
-
-              <div className="modal-overlay" id="cal-popup" style="display:none">
-                <div className="modal-card">
-                  <div className="modal-header">
-                    <h2 id="cal-popup-date" />
-                    <button className="modal-close" id="cal-popup-close" type="button">&times;</button>
-                  </div>
-                  <ul className="frist-cal-popup-list" id="cal-popup-list" />
-                </div>
-              </div>
-            </div>
-          </section>
-        </main>
-
-        <Footer />
-        <PaliadinWidget />
-        <script src="/assets/appointments-calendar.js"></script>
-      </body>
-    </html>
-  );
-}

frontend/src/checklists-author.tsx

@@ -0,0 +1,120 @@
+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";
+
+// Authoring wizard for paliad.checklists. Both /checklists/new and
+// /checklists/templates/{slug}/edit serve this same bundle; the client reads
+// window.location.pathname to decide create vs edit mode.
+export function renderChecklistsAuthor(): 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="checklisten.author.title">Vorlage erstellen &mdash; Paliad</title>
+        <link rel="stylesheet" href="/assets/global.css" />
+      </head>
+      <body className="has-sidebar">
+        <Sidebar currentPath="/checklists" />
+        <BottomNav currentPath="/checklists" />
+
+        <main>
+          <section className="tool-page">
+            <div className="container">
+              <div className="tool-header">
+                <h1 id="author-heading" data-i18n="checklisten.author.heading.new">Neue Checklisten-Vorlage</h1>
+                <p className="tool-subtitle" data-i18n="checklisten.author.subtitle">
+                  Erstellen Sie eine eigene Checkliste mit Sektionen und Punkten.
+                </p>
+              </div>
+
+              <form id="author-form" className="form-stack" autoComplete="off">
+                <div className="form-row">
+                  <label className="form-label" htmlFor="title" data-i18n="checklisten.author.field.title">Titel</label>
+                  <input className="form-input" id="title" name="title" type="text" required maxLength="200" />
+                  <p className="form-hint" data-i18n="checklisten.author.field.title.hint">z.B. &bdquo;UPC SoC &mdash; interne Checkliste&ldquo;.</p>
+                </div>
+
+                <div className="form-row">
+                  <label className="form-label" htmlFor="description" data-i18n="checklisten.author.field.description">Kurzbeschreibung</label>
+                  <textarea className="form-input" id="description" name="description" rows="3" maxLength="2000" />
+                </div>
+
+                <div className="form-grid form-grid-2">
+                  <div className="form-row">
+                    <label className="form-label" htmlFor="regime" data-i18n="checklisten.author.field.regime">Regime</label>
+                    <select className="form-input" id="regime" name="regime">
+                      <option value="UPC">UPC</option>
+                      <option value="DE">DE</option>
+                      <option value="EPA">EPA</option>
+                      <option value="OTHER" selected>OTHER</option>
+                    </select>
+                  </div>
+                  <div className="form-row">
+                    <label className="form-label" htmlFor="lang" data-i18n="checklisten.author.field.lang">Sprache</label>
+                    <select className="form-input" id="lang" name="lang">
+                      <option value="de" selected>Deutsch</option>
+                      <option value="en">English</option>
+                    </select>
+                  </div>
+                </div>
+
+                <div className="form-grid form-grid-2">
+                  <div className="form-row">
+                    <label className="form-label" htmlFor="court" data-i18n="checklisten.author.field.court">Gericht / Beh&ouml;rde</label>
+                    <input className="form-input" id="court" name="court" type="text" maxLength="200" />
+                  </div>
+                  <div className="form-row">
+                    <label className="form-label" htmlFor="reference" data-i18n="checklisten.author.field.reference">Rechtsgrundlage</label>
+                    <input className="form-input" id="reference" name="reference" type="text" maxLength="200" />
+                  </div>
+                </div>
+
+                <div className="form-row">
+                  <label className="form-label" htmlFor="deadline" data-i18n="checklisten.author.field.deadline">Deadline (optional)</label>
+                  <input className="form-input" id="deadline" name="deadline" type="text" maxLength="200" />
+                </div>
+
+                <fieldset className="form-fieldset">
+                  <legend data-i18n="checklisten.author.field.visibility">Sichtbarkeit</legend>
+                  <label className="form-radio">
+                    <input type="radio" name="visibility" value="private" checked />
+                    <span><strong data-i18n="checklisten.mine.visibility.private">Privat</strong> &mdash; <span data-i18n="checklisten.author.visibility.private.hint">Nur f&uuml;r Sie sichtbar.</span></span>
+                  </label>
+                  <label className="form-radio">
+                    <input type="radio" name="visibility" value="firm" />
+                    <span><strong data-i18n="checklisten.mine.visibility.firm">Firmenweit</strong> &mdash; <span data-i18n="checklisten.author.visibility.firm.hint">F&uuml;r alle angemeldeten Kolleginnen und Kollegen sichtbar.</span></span>
+                  </label>
+                </fieldset>
+
+                <fieldset className="form-fieldset">
+                  <legend data-i18n="checklisten.author.groups.heading">Sektionen und Punkte</legend>
+                  <div id="groups-container" />
+                  <button type="button" className="btn btn-secondary" id="add-group" data-i18n="checklisten.author.groups.add">+ Sektion hinzuf&uuml;gen</button>
+                </fieldset>
+
+                <p id="author-error" className="form-error" style="display:none" role="alert" />
+
+                <div className="form-actions">
+                  <button type="submit" className="btn btn-primary" id="author-save" data-i18n="checklisten.author.save">Speichern</button>
+                  <a className="btn btn-secondary" href="/checklists?tab=mine" data-i18n="checklisten.author.cancel">Abbrechen</a>
+                </div>
+              </form>
+            </div>
+          </section>
+        </main>
+
+        <Footer />
+        <PaliadinWidget />
+        <script src="/assets/checklists-author.js"></script>
+      </body>
+    </html>
+  );
+}

frontend/src/checklists-detail.tsx

@@ -39,12 +39,28 @@ export function renderChecklistsDetail(): string {
                   <div>
                     <h1 id="checklist-title">&nbsp;</h1>
                     <p className="tool-subtitle" id="checklist-subtitle">&nbsp;</p>
+                    {/* Provenance line — visible only for authored
+                        templates; populated by the client from the
+                        catalog response's owner_display_name. */}
+                    <p className="checklist-provenance" id="checklist-provenance" style="display:none" />
                     <dl className="checklist-meta" id="checklist-meta" />
                   </div>
                   <div className="checklist-actions">
                     <button type="button" id="btn-new-instance" className="btn-primary btn-cta-lime" data-i18n="checklisten.newInstance">
                       Neue Instanz
                     </button>
+                    {/* Owner controls (Slice B) — toggled on by the
+                        client once /api/checklists/{slug} returns
+                        origin='authored' AND owner_email matches the
+                        logged-in user. Kept hidden by default so
+                        guests / non-owners never see them. */}
+                    <a id="btn-edit-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.detail.edit">Bearbeiten</a>
+                    <button type="button" id="btn-share-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.detail.share">Teilen</button>
+                    <button type="button" id="btn-delete-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.mine.delete">L&ouml;schen</button>
+                    {/* global_admin controls — revealed by the client
+                        when /api/me reports global_role='global_admin'. */}
+                    <button type="button" id="btn-promote-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.detail.promote">Als Firmen-Vorlage hinterlegen</button>
+                    <button type="button" id="btn-demote-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.detail.demote">Aus Katalog entfernen</button>
                     <button type="button" id="btn-feedback" className="btn-cta-lime btn-outline">
                       <span data-i18n="checklisten.feedback.btn">Feedback</span>
                     </button>
@@ -122,6 +138,65 @@ export function renderChecklistsDetail(): string {
           </div>
         </div>
 
+        {/* Share modal (Slice B) — owner-only, hidden until btn-share-template
+            opens it. Four recipient kinds in a single modal: pick the kind,
+            then the matching entity (user / office / partner_unit / project). */}
+        <div className="modal-overlay" id="share-modal" style="display:none">
+          <div className="modal-card modal-card-wide">
+            <div className="modal-header">
+              <h2 data-i18n="checklisten.share.title">Vorlage teilen</h2>
+              <button className="modal-close" id="share-close" type="button">&times;</button>
+            </div>
+            <div className="form-field">
+              <label data-i18n="checklisten.share.kind">Empf&auml;ngertyp</label>
+              <div className="filter-pills" id="share-kind-pills">
+                <button type="button" className="filter-pill active" data-kind="user" data-i18n="checklisten.share.kind.user">Kollege</button>
+                <button type="button" className="filter-pill" data-kind="office" data-i18n="checklisten.share.kind.office">Office</button>
+                <button type="button" className="filter-pill" data-kind="partner_unit" data-i18n="checklisten.share.kind.partner_unit">Dezernat</button>
+                <button type="button" className="filter-pill" data-kind="project" data-i18n="checklisten.share.kind.project">Projekt</button>
+              </div>
+            </div>
+
+            <div className="form-field share-kind-section" data-kind="user">
+              <label htmlFor="share-user" data-i18n="checklisten.share.kind.user">Kollege</label>
+              <select id="share-user">
+                <option value="" data-i18n="checklisten.share.pick">&mdash; ausw&auml;hlen &mdash;</option>
+              </select>
+            </div>
+            <div className="form-field share-kind-section" data-kind="office" style="display:none">
+              <label htmlFor="share-office" data-i18n="checklisten.share.kind.office">Office</label>
+              <select id="share-office">
+                <option value="" data-i18n="checklisten.share.pick">&mdash; ausw&auml;hlen &mdash;</option>
+              </select>
+            </div>
+            <div className="form-field share-kind-section" data-kind="partner_unit" style="display:none">
+              <label htmlFor="share-partner-unit" data-i18n="checklisten.share.kind.partner_unit">Dezernat</label>
+              <select id="share-partner-unit">
+                <option value="" data-i18n="checklisten.share.pick">&mdash; ausw&auml;hlen &mdash;</option>
+              </select>
+            </div>
+            <div className="form-field share-kind-section" data-kind="project" style="display:none">
+              <label htmlFor="share-project" data-i18n="checklisten.share.kind.project">Projekt</label>
+              <select id="share-project">
+                <option value="" data-i18n="checklisten.share.pick">&mdash; ausw&auml;hlen &mdash;</option>
+              </select>
+            </div>
+
+            <div className="form-actions">
+              <button type="button" className="btn-cancel" id="share-cancel" data-i18n="checklisten.share.cancel">Abbrechen</button>
+              <button type="button" className="btn-primary btn-cta-lime" id="share-submit" data-i18n="checklisten.share.submit">Freigeben</button>
+            </div>
+            <p className="form-msg" id="share-msg" />
+
+            {/* Existing grants — populated on open from
+                /api/checklists/templates/{slug}/shares. */}
+            <h3 className="share-grants-heading" data-i18n="checklisten.share.grants.heading">Bestehende Freigaben</h3>
+            <ul className="share-grants-list" id="share-grants-list">
+              <li className="entity-events-empty" id="share-grants-empty" data-i18n="checklisten.share.grants.empty">Keine Freigaben.</li>
+            </ul>
+          </div>
+        </div>
+
         {/* Feedback modal */}
         <div className="modal-overlay" id="feedback-modal" style="display:none">
           <div className="modal-card">

frontend/src/checklists-instance.tsx

@@ -58,6 +58,10 @@ export function renderChecklistsInstance(): string {
                       </div>
                       <p className="tool-subtitle" id="instance-template-title">&nbsp;</p>
                       <dl className="checklist-meta" id="instance-meta" />
+                      {/* Slice C: 'template updated since this instance
+                          was created' banner. Populated by the client
+                          when instance.template_version &lt; template.version. */}
+                      <div id="instance-outdated-slot" />
                     </div>
                     <div className="checklist-actions">
                       <button type="button" id="btn-print" className="btn-ghost" data-i18n="checklisten.print">Drucken</button>
@@ -118,6 +122,21 @@ export function renderChecklistsInstance(): string {
           </div>
         </div>
 
+        {/* Slice C: template-diff modal — opened from the
+            "Änderungen anzeigen" button on the outdated banner. */}
+        <div className="modal-overlay" id="instance-diff-modal" style="display:none">
+          <div className="modal-card modal-card-wide">
+            <div className="modal-header">
+              <h2 data-i18n="checklisten.instance.diff.title">Ge&auml;nderte Punkte</h2>
+              <button className="modal-close" id="instance-diff-close" type="button">&times;</button>
+            </div>
+            <div id="instance-diff-body" />
+            <div className="form-actions">
+              <button type="button" className="btn-cancel" id="instance-diff-close-bottom" data-i18n="checklisten.instance.diff.close">Schlie&szlig;en</button>
+            </div>
+          </div>
+        </div>
+
         <Footer />
         <PaliadinWidget />
         <script src="/assets/checklists-instance.js"></script>

frontend/src/checklists.tsx

@@ -34,6 +34,8 @@ export function renderChecklists(): string {
 
               <nav className="entity-tabs" id="checklists-tabs" aria-label="Checklisten-Ansichten">
                 <a className="entity-tab active" data-tab="templates" href="/checklists" data-i18n="checklisten.tab.templates">Vorlagen</a>
+                <a className="entity-tab" data-tab="mine" href="/checklists?tab=mine" data-i18n="checklisten.tab.mine">Meine Vorlagen</a>
+                <a className="entity-tab" data-tab="gallery" href="/checklists?tab=gallery" data-i18n="checklisten.tab.gallery">Geteilte Vorlagen</a>
                 <a className="entity-tab" data-tab="instances" href="/checklists?tab=instances" data-i18n="checklisten.tab.instances">Vorhandene Instanzen</a>
               </nav>
 
@@ -49,6 +51,36 @@ export function renderChecklists(): string {
                 <div className="checklist-grid" id="checklist-grid" />
               </section>
 
+              {/* Meine Vorlagen tab — caller's own authored templates */}
+              <section className="entity-tab-panel" id="tab-mine" style="display:none">
+                <div className="tool-actions" style="margin-bottom:1rem">
+                  <a href="/checklists/new" className="btn btn-primary" data-i18n="checklisten.mine.new">Neue Vorlage</a>
+                </div>
+                <p className="entity-events-empty" id="checklists-mine-loading" data-i18n="checklisten.mine.loading">L&auml;dt&hellip;</p>
+                <p className="entity-events-empty" id="checklists-mine-empty" style="display:none" data-i18n="checklisten.mine.empty">
+                  Sie haben noch keine eigene Vorlage angelegt.
+                </p>
+                <div className="checklist-grid" id="checklists-mine-grid" style="display:none" />
+              </section>
+
+              {/* Geteilte Vorlagen tab — discovery surface for templates
+                  that aren't owned by the caller (firm-published,
+                  globally-promoted, or explicitly shared). Slice C. */}
+              <section className="entity-tab-panel" id="tab-gallery" style="display:none">
+                <div className="checklist-filters" id="checklist-gallery-filters">
+                  <button className="filter-pill active" data-regime="all" type="button" data-i18n="checklisten.filter.all">Alle</button>
+                  <button className="filter-pill" data-regime="UPC" type="button">UPC</button>
+                  <button className="filter-pill" data-regime="DE" type="button" data-i18n="checklisten.filter.de">DE</button>
+                  <button className="filter-pill" data-regime="EPA" type="button">EPA</button>
+                  <button className="filter-pill" data-regime="OTHER" type="button" data-i18n="checklisten.filter.other">Sonstige</button>
+                </div>
+                <p className="entity-events-empty" id="checklists-gallery-loading" data-i18n="checklisten.mine.loading">L&auml;dt&hellip;</p>
+                <p className="entity-events-empty" id="checklists-gallery-empty" style="display:none" data-i18n="checklisten.gallery.empty">
+                  Noch keine geteilten Vorlagen sichtbar.
+                </p>
+                <div className="checklist-grid" id="checklists-gallery-grid" style="display:none" />
+              </section>
+
               {/* Instances tab — every visible instance across templates */}
               <section className="entity-tab-panel" id="tab-instances" style="display:none">
                 <p className="entity-events-empty" id="checklists-instances-loading" data-i18n="checklisten.instances.all.loading">L&auml;dt&hellip;</p>

frontend/src/client/admin-team.ts

@@ -468,11 +468,125 @@ function initInviteButton() {
   });
 }
 
+// t-paliad-223 Slice B (#49) — "Konto direkt anlegen" modal. Creates both
+// the auth.users row (via Supabase Admin API) and the paliad.users row in
+// one POST. New user appears in dropdowns immediately. Welcome email with
+// magic-link is sent by default; admin can opt out via the checkbox.
+function openAddFullModal() {
+  const modal = document.getElementById("admin-add-full-modal")!;
+  const fb = document.getElementById("admin-af-feedback")!;
+  const officeSel = document.getElementById("admin-af-office") as HTMLSelectElement;
+  const emailField = document.getElementById("admin-af-email") as HTMLInputElement;
+  const nameField = document.getElementById("admin-af-name") as HTMLInputElement;
+  const jobTitleField = document.getElementById("admin-af-job-title") as HTMLInputElement;
+  const profSel = document.getElementById("admin-af-profession") as HTMLSelectElement;
+  const langSel = document.getElementById("admin-af-lang") as HTMLSelectElement;
+  const sendWelcome = document.getElementById("admin-af-send-welcome") as HTMLInputElement;
+
+  fb.style.display = "none";
+  emailField.value = "";
+  nameField.value = "";
+  jobTitleField.value = "";
+  profSel.value = "associate";
+  langSel.value = "de";
+  sendWelcome.checked = true;
+  officeSel.innerHTML = officeOptions("munich");
+
+  modal.style.display = "flex";
+  emailField.focus();
+}
+
+function closeAddFullModal() {
+  document.getElementById("admin-add-full-modal")!.style.display = "none";
+}
+
+function initAddFullModal() {
+  document.getElementById("admin-team-add-full")!.addEventListener("click", openAddFullModal);
+  document.getElementById("admin-af-close")!.addEventListener("click", closeAddFullModal);
+  document.getElementById("admin-af-cancel")!.addEventListener("click", closeAddFullModal);
+  document.getElementById("admin-add-full-modal")!.addEventListener("click", (e) => {
+    if (e.target === e.currentTarget) closeAddFullModal();
+  });
+
+  const emailField = document.getElementById("admin-af-email") as HTMLInputElement;
+  const nameField = document.getElementById("admin-af-name") as HTMLInputElement;
+  // Pre-fill the display name from the email local-part the first time the
+  // admin tabs out of the email field — mirrors the existing onboard flow.
+  emailField.addEventListener("blur", () => {
+    if (nameField.value || !emailField.value) return;
+    const local = emailField.value.split("@")[0] ?? "";
+    nameField.value = local
+      .split(/[._-]/)
+      .map((s) => (s ? s[0].toUpperCase() + s.slice(1) : s))
+      .join(" ")
+      .trim();
+  });
+
+  const form = document.getElementById("admin-add-full-form") as HTMLFormElement;
+  form.addEventListener("submit", async (e) => {
+    e.preventDefault();
+    const fb = document.getElementById("admin-af-feedback")!;
+    fb.style.display = "none";
+
+    const officeSel = document.getElementById("admin-af-office") as HTMLSelectElement;
+    const jobTitleField = document.getElementById("admin-af-job-title") as HTMLInputElement;
+    const profSel = document.getElementById("admin-af-profession") as HTMLSelectElement;
+    const langSel = document.getElementById("admin-af-lang") as HTMLSelectElement;
+    const sendWelcome = document.getElementById("admin-af-send-welcome") as HTMLInputElement;
+    const submitBtn = document.getElementById("admin-af-submit") as HTMLButtonElement;
+
+    const payload: Record<string, unknown> = {
+      email: emailField.value.trim().toLowerCase(),
+      display_name: nameField.value.trim(),
+      office: officeSel.value,
+      job_title: jobTitleField.value.trim() || "Associate",
+      profession: profSel.value,
+      lang: langSel.value,
+      send_welcome_mail: sendWelcome.checked,
+    };
+
+    submitBtn.disabled = true;
+    try {
+      const resp = await fetch("/api/admin/users/full", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify(payload),
+      });
+      if (!resp.ok) {
+        const body = await resp.json().catch(() => ({ error: resp.statusText }));
+        // Map two friendly cases inline; everything else surfaces the
+        // server message so the admin can act on it.
+        if (resp.status === 503) {
+          fb.textContent = t("admin.team.add_full.error.unavailable")
+            || "Add-User-Pfad ist nicht konfiguriert (SUPABASE_SERVICE_ROLE_KEY fehlt am Server).";
+        } else if (resp.status === 409) {
+          fb.textContent = body.error
+            || (t("admin.team.add_full.error.email_exists")
+              || "Es existiert bereits ein Konto für diese E-Mail — bitte 'Bestehendes Konto onboarden' verwenden.");
+        } else {
+          fb.textContent = body.error || (t("admin.team.add_full.error.generic") || "Fehler.");
+        }
+        fb.className = "form-msg form-msg-error";
+        fb.style.display = "block";
+        return;
+      }
+      const created = (await resp.json()) as User;
+      users = users.concat(created);
+      closeAddFullModal();
+      showFeedback(t("admin.team.add_full.feedback.added") || "Konto angelegt.", false);
+      render();
+    } finally {
+      submitBtn.disabled = false;
+    }
+  });
+}
+
 document.addEventListener("DOMContentLoaded", () => {
   initI18n();
   initSidebar();
   initSearch();
   initDirectAddModal();
+  initAddFullModal();
   initInviteButton();
   onLangChange(() => {
     buildOfficeFilters();

frontend/src/client/appointments-calendar.ts

@@ -1,193 +0,0 @@
-import { initI18n, onLangChange, t, tDyn, getLang } from "./i18n";
-import { initSidebar } from "./sidebar";
-
-interface Appointment {
-  id: string;
-  project_id?: string;
-  title: string;
-  start_at: string;
-  end_at?: string;
-  appointment_type?: string;
-  project_reference?: string;
-  project_title?: string;
-}
-
-let allAppointments: Appointment[] = [];
-let viewYear = 0;
-let viewMonth = 0;
-
-function esc(s: string): string {
-  const d = document.createElement("div");
-  d.textContent = s;
-  return d.innerHTML;
-}
-
-function fmtMonth(year: number, month: number): string {
-  return `${tDyn(`cal.month.${month}`)} ${year}`;
-}
-
-function isoDate(year: number, month: number, day: number): string {
-  const m = String(month + 1).padStart(2, "0");
-  const d = String(day).padStart(2, "0");
-  return `${year}-${m}-${d}`;
-}
-
-async function loadAppointments() {
-  // Pull a wide window (current month plus a little buffer either side).
-  // We could narrow this, but the user typically navigates ±1-2 months
-  // and the dataset is small.
-  try {
-    const resp = await fetch("/api/appointments");
-    if (resp.ok) allAppointments = await resp.json();
-  } catch {
-    /* non-fatal */
-  }
-}
-
-function appointmentsForDate(iso: string): Appointment[] {
-  return allAppointments.filter((t) => t.start_at.slice(0, 10) === iso);
-}
-
-function typeClass(t?: string): string {
-  return t ? `termin-type-${t}` : "termin-type-default";
-}
-
-function fmtTime(iso: string): string {
-  try {
-    const d = new Date(iso);
-    return d.toLocaleTimeString(getLang() === "de" ? "de-DE" : "en-GB", {
-      hour: "2-digit",
-      minute: "2-digit",
-    });
-  } catch {
-    return iso;
-  }
-}
-
-function render() {
-  document.getElementById("cal-month-label")!.textContent = fmtMonth(viewYear, viewMonth);
-
-  const firstDay = new Date(viewYear, viewMonth, 1);
-  const jsWeekday = firstDay.getDay();
-  const offset = (jsWeekday + 6) % 7;
-  const daysInMonth = new Date(viewYear, viewMonth + 1, 0).getDate();
-  const today = new Date();
-  const todayISO = isoDate(today.getFullYear(), today.getMonth(), today.getDate());
-
-  const cells: string[] = [];
-  for (let i = 0; i < offset; i++) {
-    cells.push(`<div class="frist-cal-cell frist-cal-cell-empty"></div>`);
-  }
-  for (let day = 1; day <= daysInMonth; day++) {
-    const iso = isoDate(viewYear, viewMonth, day);
-    const items = appointmentsForDate(iso);
-    const isToday = iso === todayISO;
-
-    const dots = items
-      .slice(0, 4)
-      .map((tt) => `<span class="termin-dot ${typeClass(tt.appointment_type)}" title="${esc(tt.title)}"></span>`)
-      .join("");
-    const more = items.length > 4 ? `<span class="frist-cal-more">+${items.length - 4}</span>` : "";
-
-    cells.push(
-      `<div class="frist-cal-cell${isToday ? " frist-cal-today" : ""}${items.length > 0 ? " frist-cal-cell-has" : ""}" data-iso="${iso}">
-        <span class="frist-cal-day">${day}</span>
-        <div class="frist-cal-dots">${dots}${more}</div>
-      </div>`,
-    );
-  }
-
-  const grid = document.getElementById("appointment-cal-grid")!;
-  grid.innerHTML = cells.join("");
-
-  grid.querySelectorAll<HTMLElement>(".frist-cal-cell-has").forEach((cell) => {
-    cell.addEventListener("click", () => openPopup(cell.dataset.iso!));
-  });
-
-  const monthStart = isoDate(viewYear, viewMonth, 1);
-  const monthEnd = isoDate(viewYear, viewMonth, daysInMonth);
-  const hasInMonth = allAppointments.some((tt) => {
-    const iso = tt.start_at.slice(0, 10);
-    return iso >= monthStart && iso <= monthEnd;
-  });
-  const empty = document.getElementById("appointment-cal-empty")!;
-  empty.style.display = hasInMonth ? "none" : "";
-}
-
-function openPopup(iso: string) {
-  const items = appointmentsForDate(iso);
-  if (items.length === 0) return;
-  const popup = document.getElementById("cal-popup")!;
-  const dateEl = document.getElementById("cal-popup-date")!;
-  const list = document.getElementById("cal-popup-list")!;
-
-  const d = new Date(iso + "T00:00:00");
-  dateEl.textContent = d.toLocaleDateString(getLang() === "de" ? "de-DE" : "en-GB", {
-    weekday: "long",
-    year: "numeric",
-    month: "long",
-    day: "numeric",
-  });
-
-  list.innerHTML = items
-    .map((tt) => {
-      const akteRef = tt.project_id
-        ? `<a href="/projects/${esc(tt.project_id)}" class="frist-cal-popup-project">${esc(tt.project_reference ?? "")}</a>`
-        : `<span class="termin-personal-tag">${esc(t("appointments.personal"))}</span>`;
-      return `<li class="frist-cal-popup-item">
-        <span class="termin-dot ${typeClass(tt.appointment_type)}"></span>
-        <span class="frist-cal-popup-time">${esc(fmtTime(tt.start_at))}</span>
-        <a href="/appointments/${esc(tt.id)}" class="frist-cal-popup-title">${esc(tt.title)}</a>
-        ${akteRef}
-      </li>`;
-    })
-    .join("");
-  popup.style.display = "flex";
-}
-
-function initPopup() {
-  const popup = document.getElementById("cal-popup")!;
-  const close = document.getElementById("cal-popup-close")!;
-  close.addEventListener("click", () => (popup.style.display = "none"));
-  popup.addEventListener("click", (e) => {
-    if (e.target === e.currentTarget) popup.style.display = "none";
-  });
-}
-
-function initNav() {
-  document.getElementById("cal-prev")!.addEventListener("click", () => {
-    viewMonth -= 1;
-    if (viewMonth < 0) {
-      viewMonth = 11;
-      viewYear -= 1;
-    }
-    render();
-  });
-  document.getElementById("cal-next")!.addEventListener("click", () => {
-    viewMonth += 1;
-    if (viewMonth > 11) {
-      viewMonth = 0;
-      viewYear += 1;
-    }
-    render();
-  });
-  document.getElementById("cal-today")!.addEventListener("click", () => {
-    const now = new Date();
-    viewYear = now.getFullYear();
-    viewMonth = now.getMonth();
-    render();
-  });
-}
-
-document.addEventListener("DOMContentLoaded", async () => {
-  initI18n();
-  initSidebar();
-  const now = new Date();
-  viewYear = now.getFullYear();
-  viewMonth = now.getMonth();
-  initNav();
-  initPopup();
-  onLangChange(render);
-  await loadAppointments();
-  render();
-});

frontend/src/client/calendar/mount-calendar.test.ts

@@ -0,0 +1,135 @@
+import { describe, expect, test } from "bun:test";
+import {
+  bucketByDate,
+  filterByDay,
+  isToday,
+  isoDate,
+  shift,
+  startOfDay,
+  startOfWeek,
+  type CalendarItem,
+} from "./mount-calendar";
+
+// Regression tests for t-paliad-224: the calendar bucket / week / shift
+// helpers underpin both /events Kalender and the Custom Views shape=
+// calendar. DOM-rendering is covered by manual smoke (frontend tests in
+// this repo run in plain Node, no jsdom — see verfahrensablauf-core.test
+// ts comment), so the pure date-math goes here.
+
+const item = (overrides: Partial<CalendarItem> = {}): CalendarItem => ({
+  kind: "deadline",
+  id: "00000000-0000-0000-0000-000000000000",
+  title: "Klageerwiderung",
+  event_date: "2026-05-08T00:00:00Z",
+  ...overrides,
+});
+
+describe("isoDate / startOfDay / startOfWeek", () => {
+  test("isoDate pads month + day", () => {
+    expect(isoDate(new Date(2026, 0, 3))).toBe("2026-01-03");
+    expect(isoDate(new Date(2026, 11, 31))).toBe("2026-12-31");
+  });
+
+  test("startOfDay strips time", () => {
+    const d = new Date(2026, 4, 8, 13, 47, 22);
+    const out = startOfDay(d);
+    expect(out.getHours()).toBe(0);
+    expect(out.getMinutes()).toBe(0);
+    expect(out.getSeconds()).toBe(0);
+    expect(isoDate(out)).toBe("2026-05-08");
+  });
+
+  test("startOfWeek snaps to Monday (Mon=0)", () => {
+    // 2026-05-08 was a Friday.
+    const fri = new Date(2026, 4, 8);
+    expect(isoDate(startOfWeek(fri))).toBe("2026-05-04");
+    // Sunday wraps backward to the same Monday, not forward to the next.
+    const sun = new Date(2026, 4, 10);
+    expect(isoDate(startOfWeek(sun))).toBe("2026-05-04");
+    // Monday is its own startOfWeek.
+    const mon = new Date(2026, 4, 4);
+    expect(isoDate(startOfWeek(mon))).toBe("2026-05-04");
+  });
+});
+
+describe("shift", () => {
+  test("month shift lands on day=1 of the target month", () => {
+    const out = shift(new Date(2026, 4, 15), "month", 1);
+    expect(out.getFullYear()).toBe(2026);
+    expect(out.getMonth()).toBe(5);
+    expect(out.getDate()).toBe(1);
+  });
+
+  test("month shift wraps year boundary", () => {
+    const out = shift(new Date(2026, 11, 15), "month", 1);
+    expect(out.getFullYear()).toBe(2027);
+    expect(out.getMonth()).toBe(0);
+    expect(out.getDate()).toBe(1);
+  });
+
+  test("week shift moves seven days", () => {
+    const out = shift(new Date(2026, 4, 8), "week", 1);
+    expect(isoDate(out)).toBe("2026-05-15");
+  });
+
+  test("day shift moves one day", () => {
+    const out = shift(new Date(2026, 4, 8), "day", -1);
+    expect(isoDate(out)).toBe("2026-05-07");
+  });
+});
+
+describe("bucketByDate", () => {
+  test("groups items by ISO date and skips items outside the filter", () => {
+    const rows = [
+      item({ id: "a", event_date: "2026-05-08T00:00:00Z" }),
+      item({ id: "b", event_date: "2026-05-08T15:30:00Z" }),
+      item({ id: "c", event_date: "2026-05-09T00:00:00Z" }),
+      // outside the May 2026 filter:
+      item({ id: "x", event_date: "2026-06-01T00:00:00Z" }),
+      // malformed:
+      item({ id: "bad", event_date: "not-a-date" }),
+    ];
+    const out = bucketByDate(rows, (d) => d.getMonth() === 4 && d.getFullYear() === 2026);
+    expect(out.size).toBe(2);
+    expect(out.get("2026-05-08")?.map((r) => r.id)).toEqual(["a", "b"]);
+    expect(out.get("2026-05-09")?.map((r) => r.id)).toEqual(["c"]);
+    expect(out.has("2026-06-01")).toBe(false);
+  });
+});
+
+describe("filterByDay", () => {
+  test("returns only items whose calendar day equals the target", () => {
+    const rows = [
+      item({ id: "a", event_date: "2026-05-08T00:00:00Z" }),
+      item({ id: "b", event_date: "2026-05-08T23:59:00Z" }),
+      item({ id: "c", event_date: "2026-05-09T00:00:00Z" }),
+    ];
+    expect(filterByDay(rows, new Date(2026, 4, 8)).map((r) => r.id)).toEqual(["a", "b"]);
+    expect(filterByDay(rows, new Date(2026, 4, 9)).map((r) => r.id)).toEqual(["c"]);
+    expect(filterByDay(rows, new Date(2026, 4, 10))).toEqual([]);
+  });
+
+  test("ignores malformed dates", () => {
+    const rows = [
+      item({ id: "ok", event_date: "2026-05-08T00:00:00Z" }),
+      item({ id: "bad", event_date: "not-a-date" }),
+    ];
+    expect(filterByDay(rows, new Date(2026, 4, 8)).map((r) => r.id)).toEqual(["ok"]);
+  });
+});
+
+describe("isToday", () => {
+  test("matches today's calendar day", () => {
+    expect(isToday(new Date())).toBe(true);
+  });
+
+  test("rejects yesterday + tomorrow", () => {
+    const now = new Date();
+    const yesterday = new Date(now);
+    yesterday.setDate(now.getDate() - 1);
+    const tomorrow = new Date(now);
+    tomorrow.setDate(now.getDate() + 1);
+    expect(isToday(yesterday)).toBe(false);
+    expect(isToday(tomorrow)).toBe(false);
+  });
+});

frontend/src/client/calendar/mount-calendar.ts

@@ -0,0 +1,579 @@
+import { t, tDyn, getLang, type I18nKey } from "../i18n";
+
+// mount-calendar.ts — the canonical month/week/day calendar (t-paliad-224).
+// Lifted from the original shape-calendar.ts so both Custom Views
+// (shape=calendar) and /events Kalender tab render through the same DOM.
+// See docs/design-calendar-view-align-2026-05-20.md for the audit + plan.
+//
+// Surfaces wire in via mountCalendar(host, items, opts). The returned
+// handle exposes update(items) for re-render after a filter change and
+// destroy() for teardown when the host swaps to a different view.
+
+export type CalendarKind =
+  | "deadline" | "appointment" | "project_event" | "approval_request";
+
+export interface CalendarItem {
+  kind: CalendarKind;
+  id: string;
+  title: string;
+  /** ISO-8601 timestamp or date string. First 10 chars are read as the
+   *  calendar bucket (yyyy-mm-dd). */
+  event_date: string;
+  project_id?: string;
+  project_title?: string;
+  project_reference?: string;
+}
+
+export type CalendarView = "month" | "week" | "day";
+
+export interface CalendarOpts {
+  /** Initial view if URL has no override (or urlState is disabled). */
+  defaultView?: CalendarView;
+  /** Read/write ?cal_view + ?cal_date so a refresh restores the calendar.
+   *  Surfaces that own their own URL contract pass urlState=false. */
+  urlState?: boolean;
+  /** Optional URL param prefix (e.g. "events" → ?eventsCalView=…). Only
+   *  meaningful when urlState=true. Leave empty for the default
+   *  ?cal_view / ?cal_date contract. */
+  urlPrefix?: string;
+  /** Override how a row's href is built. Default routes by kind. */
+  hrefFor?: (item: CalendarItem) => string;
+}
+
+export interface CalendarHandle {
+  /** Replace the item set and re-paint at the current view+anchor. */
+  update(items: CalendarItem[]): void;
+  /** Clear host + drop the keep-alive state. After destroy(), the handle
+   *  is dead; create a fresh one with mountCalendar(). */
+  destroy(): void;
+}
+
+const MAX_PILLS_PER_MONTH_CELL = 3;
+
+export function mountCalendar(
+  host: HTMLElement,
+  initialItems: CalendarItem[],
+  opts: CalendarOpts = {},
+): CalendarHandle {
+  let items = initialItems;
+  let view: CalendarView;
+  let anchor: Date;
+  let destroyed = false;
+
+  const urlEnabled = opts.urlState ?? false;
+  const viewParam = urlEnabled ? paramName(opts.urlPrefix, "cal_view") : "";
+  const dateParam = urlEnabled ? paramName(opts.urlPrefix, "cal_date") : "";
+
+  view = urlEnabled
+    ? readView(viewParam, opts.defaultView ?? "month")
+    : (opts.defaultView ?? "month");
+  anchor = urlEnabled ? readAnchor(dateParam, items) : firstAnchor(items);
+
+  paint();
+
+  return {
+    update(nextItems) {
+      if (destroyed) return;
+      items = nextItems;
+      paint();
+    },
+    destroy() {
+      destroyed = true;
+      host.innerHTML = "";
+    },
+  };
+
+  // --- paint -----------------------------------------------------------
+
+  function paint(): void {
+    if (destroyed) return;
+    host.innerHTML = "";
+
+    // Mobile fallback notice (<600px). Documented in design-calendar-
+    // view-align-2026-05-20.md §6. CSS still lays out the grid; the
+    // notice just nudges users toward a friendlier view.
+    if (typeof window !== "undefined" && window.innerWidth < 600) {
+      const notice = document.createElement("p");
+      notice.className = "views-calendar-mobile-notice";
+      notice.textContent = t("views.calendar.mobile_fallback");
+      host.appendChild(notice);
+    }
+
+    const wrap = document.createElement("div");
+    wrap.className = `views-calendar views-calendar--${view}`;
+    wrap.appendChild(renderToolbar());
+    if (view === "month") {
+      wrap.appendChild(renderMonth());
+    } else if (view === "week") {
+      wrap.appendChild(renderWeek());
+    } else {
+      wrap.appendChild(renderDay());
+    }
+    host.appendChild(wrap);
+  }
+
+  function setView(nextView: CalendarView, nextAnchor: Date): void {
+    view = nextView;
+    anchor = nextAnchor;
+    if (urlEnabled) writeURL(viewParam, dateParam, nextView, nextAnchor);
+    paint();
+  }
+
+  // --- Toolbar ---------------------------------------------------------
+
+  function renderToolbar(): HTMLElement {
+    const bar = document.createElement("div");
+    bar.className = "views-calendar-toolbar";
+
+    const switcher = document.createElement("div");
+    switcher.className = "views-calendar-view-switcher agenda-chip-row";
+    switcher.setAttribute("role", "tablist");
+    for (const v of ["month", "week", "day"] as CalendarView[]) {
+      const chip = document.createElement("button");
+      chip.type = "button";
+      chip.className = "agenda-chip views-calendar-view-chip" + (v === view ? " agenda-chip-active" : "");
+      chip.dataset.calView = v;
+      chip.setAttribute("role", "tab");
+      chip.setAttribute("aria-selected", v === view ? "true" : "false");
+      chip.textContent = t(`cal.view.${v}` as I18nKey);
+      chip.addEventListener("click", () => {
+        if (v === view) return;
+        setView(v, anchor);
+      });
+      switcher.appendChild(chip);
+    }
+    bar.appendChild(switcher);
+
+    const nav = document.createElement("div");
+    nav.className = "views-calendar-nav";
+
+    const prev = document.createElement("button");
+    prev.type = "button";
+    prev.className = "btn-secondary btn-small views-calendar-nav-btn";
+    prev.setAttribute("aria-label", t(navLabelKey(view, "prev")));
+    prev.textContent = "‹";
+    prev.addEventListener("click", () => setView(view, shift(anchor, view, -1)));
+    nav.appendChild(prev);
+
+    const label = document.createElement("span");
+    label.className = "views-calendar-nav-label";
+    label.textContent = formatRangeLabel(view, anchor);
+    nav.appendChild(label);
+
+    const next = document.createElement("button");
+    next.type = "button";
+    next.className = "btn-secondary btn-small views-calendar-nav-btn";
+    next.setAttribute("aria-label", t(navLabelKey(view, "next")));
+    next.textContent = "›";
+    next.addEventListener("click", () => setView(view, shift(anchor, view, 1)));
+    nav.appendChild(next);
+
+    // "Heute" button — jump back to today in the current view. Adds a
+    // recognisable affordance for the /events Kalender users who relied
+    // on the old toolbar's "Heute" button.
+    const today = document.createElement("button");
+    today.type = "button";
+    today.className = "btn-secondary btn-small views-calendar-nav-btn";
+    today.textContent = t("cal.today");
+    today.addEventListener("click", () => setView(view, startOfDay(new Date())));
+    nav.appendChild(today);
+
+    if (view !== "month") {
+      const backToMonth = document.createElement("button");
+      backToMonth.type = "button";
+      backToMonth.className = "btn-link views-calendar-back-to-month";
+      backToMonth.textContent = t("cal.day.back_to_month");
+      backToMonth.addEventListener("click", () => setView("month", anchor));
+      nav.appendChild(backToMonth);
+    }
+
+    bar.appendChild(nav);
+    return bar;
+  }
+
+  // --- Month -----------------------------------------------------------
+
+  function renderMonth(): HTMLElement {
+    const lang = getLang() === "de" ? "de-DE" : "en-GB";
+    const wrap = document.createElement("div");
+    wrap.className = "views-calendar-month";
+
+    const header = document.createElement("h2");
+    header.className = "views-calendar-month-label";
+    header.textContent = anchor.toLocaleDateString(lang, { month: "long", year: "numeric" });
+    wrap.appendChild(header);
+
+    const grid = document.createElement("div");
+    grid.className = "views-calendar-grid";
+
+    const weekdayKeys: I18nKey[] = [
+      "cal.day.mon", "cal.day.tue", "cal.day.wed", "cal.day.thu",
+      "cal.day.fri", "cal.day.sat", "cal.day.sun",
+    ];
+    for (const k of weekdayKeys) {
+      const cell = document.createElement("div");
+      cell.className = "views-calendar-weekday";
+      cell.textContent = t(k);
+      grid.appendChild(cell);
+    }
+
+    const monthStart = new Date(anchor.getFullYear(), anchor.getMonth(), 1);
+    const startWeekday = (monthStart.getDay() + 6) % 7; // Mon=0
+    const daysInMonth = new Date(anchor.getFullYear(), anchor.getMonth() + 1, 0).getDate();
+
+    for (let i = 0; i < startWeekday; i++) {
+      const cell = document.createElement("div");
+      cell.className = "views-calendar-cell views-calendar-cell--out";
+      grid.appendChild(cell);
+    }
+
+    const byDate = bucketByDate(items, (d) =>
+      d.getMonth() === anchor.getMonth() && d.getFullYear() === anchor.getFullYear(),
+    );
+
+    for (let day = 1; day <= daysInMonth; day++) {
+      const dayDate = new Date(anchor.getFullYear(), anchor.getMonth(), day);
+      const dateKey = isoDate(dayDate);
+      const dayRows = byDate.get(dateKey) ?? [];
+      grid.appendChild(renderMonthCell(dayDate, day, dayRows));
+    }
+
+    wrap.appendChild(grid);
+    return wrap;
+  }
+
+  function renderMonthCell(dayDate: Date, dayNum: number, dayRows: CalendarItem[]): HTMLElement {
+    const cell = document.createElement("div");
+    cell.className = "views-calendar-cell";
+    if (isToday(dayDate)) cell.classList.add("views-calendar-cell--today");
+    if (dayRows.length > 0) cell.classList.add("views-calendar-cell--has");
+
+    const dayLabel = document.createElement("button");
+    dayLabel.type = "button";
+    dayLabel.className = "views-calendar-cell-day";
+    dayLabel.textContent = String(dayNum);
+    dayLabel.setAttribute("aria-label", t("cal.day.open_day"));
+    dayLabel.addEventListener("click", (e) => {
+      e.stopPropagation();
+      setView("day", dayDate);
+    });
+    cell.appendChild(dayLabel);
+
+    if (dayRows.length > 0) {
+      const ul = document.createElement("ul");
+      ul.className = "views-calendar-pills";
+      const visible = dayRows.slice(0, MAX_PILLS_PER_MONTH_CELL);
+      for (const row of visible) ul.appendChild(renderPill(row));
+      if (dayRows.length > visible.length) {
+        const more = document.createElement("li");
+        const moreBtn = document.createElement("button");
+        moreBtn.type = "button";
+        moreBtn.className = "views-calendar-pill views-calendar-pill--more";
+        moreBtn.textContent = `+${dayRows.length - visible.length}`;
+        moreBtn.setAttribute("aria-label", t("cal.day.open_day"));
+        moreBtn.addEventListener("click", (e) => {
+          e.stopPropagation();
+          setView("day", dayDate);
+        });
+        more.appendChild(moreBtn);
+        ul.appendChild(more);
+      }
+      cell.appendChild(ul);
+    }
+    return cell;
+  }
+
+  // --- Week ------------------------------------------------------------
+
+  function renderWeek(): HTMLElement {
+    const lang = getLang() === "de" ? "de-DE" : "en-GB";
+    const wrap = document.createElement("div");
+    wrap.className = "views-calendar-week";
+
+    const weekStart = startOfWeek(anchor);
+    const weekEnd = new Date(weekStart);
+    weekEnd.setDate(weekStart.getDate() + 6);
+
+    const header = document.createElement("h2");
+    header.className = "views-calendar-month-label";
+    header.textContent = formatWeekHeader(weekStart, weekEnd, lang);
+    wrap.appendChild(header);
+
+    const grid = document.createElement("div");
+    grid.className = "views-calendar-week-grid";
+    for (let i = 0; i < 7; i++) {
+      const day = new Date(weekStart);
+      day.setDate(weekStart.getDate() + i);
+      grid.appendChild(renderWeekColumn(day));
+    }
+    wrap.appendChild(grid);
+    return wrap;
+  }
+
+  function renderWeekColumn(day: Date): HTMLElement {
+    const lang = getLang() === "de" ? "de-DE" : "en-GB";
+    const col = document.createElement("div");
+    col.className = "views-calendar-week-column";
+    if (isToday(day)) col.classList.add("views-calendar-week-column--today");
+
+    const head = document.createElement("div");
+    head.className = "views-calendar-week-head";
+    const weekdayKey = WEEKDAY_KEYS[(day.getDay() + 6) % 7];
+    const dow = document.createElement("span");
+    dow.className = "views-calendar-week-dow";
+    dow.textContent = t(weekdayKey);
+    const dnum = document.createElement("span");
+    dnum.className = "views-calendar-week-dnum";
+    dnum.textContent = day.toLocaleDateString(lang, { day: "numeric", month: "short" });
+    head.appendChild(dow);
+    head.appendChild(dnum);
+    col.appendChild(head);
+
+    const dayRows = filterByDay(items, day);
+    if (dayRows.length === 0) {
+      const empty = document.createElement("p");
+      empty.className = "views-calendar-week-empty";
+      empty.textContent = t("cal.day.no_entries");
+      col.appendChild(empty);
+      return col;
+    }
+
+    const ul = document.createElement("ul");
+    ul.className = "views-calendar-week-list";
+    for (const row of dayRows) {
+      const li = document.createElement("li");
+      li.appendChild(renderRowAnchor(row, "week"));
+      ul.appendChild(li);
+    }
+    col.appendChild(ul);
+    return col;
+  }
+
+  // --- Day -------------------------------------------------------------
+
+  function renderDay(): HTMLElement {
+    const lang = getLang() === "de" ? "de-DE" : "en-GB";
+    const wrap = document.createElement("div");
+    wrap.className = "views-calendar-day-wrap";
+
+    const header = document.createElement("h2");
+    header.className = "views-calendar-month-label";
+    header.textContent = anchor.toLocaleDateString(lang, {
+      weekday: "long", year: "numeric", month: "long", day: "numeric",
+    });
+    wrap.appendChild(header);
+
+    const dayRows = filterByDay(items, anchor);
+    if (dayRows.length === 0) {
+      const empty = document.createElement("p");
+      empty.className = "views-calendar-day-empty";
+      empty.textContent = t("cal.day.no_entries");
+      wrap.appendChild(empty);
+      return wrap;
+    }
+
+    const ul = document.createElement("ul");
+    ul.className = "views-calendar-day-list";
+    for (const row of dayRows) {
+      const li = document.createElement("li");
+      li.appendChild(renderRowAnchor(row, "day"));
+      ul.appendChild(li);
+    }
+    wrap.appendChild(ul);
+    return wrap;
+  }
+
+  // --- Row rendering ---------------------------------------------------
+
+  function renderPill(row: CalendarItem): HTMLElement {
+    const li = document.createElement("li");
+    const a = document.createElement("a");
+    a.className = `views-calendar-pill views-calendar-pill--${row.kind}`;
+    a.href = hrefFor(row);
+    a.textContent = row.title;
+    a.title = row.title + (row.project_title ? ` — ${row.project_title}` : "");
+    a.addEventListener("click", (e) => e.stopPropagation());
+    li.appendChild(a);
+    return li;
+  }
+
+  function renderRowAnchor(row: CalendarItem, density: "week" | "day"): HTMLElement {
+    const a = document.createElement("a");
+    a.className = `views-calendar-row views-calendar-row--${density} views-calendar-row--${row.kind}`;
+    a.href = hrefFor(row);
+
+    const dot = document.createElement("span");
+    dot.className = `views-calendar-row-dot views-calendar-row-dot--${row.kind}`;
+    a.appendChild(dot);
+
+    const body = document.createElement("span");
+    body.className = "views-calendar-row-body";
+
+    const title = document.createElement("span");
+    title.className = "views-calendar-row-title";
+    title.textContent = row.title;
+    body.appendChild(title);
+
+    const metaParts: string[] = [];
+    metaParts.push(tDyn("views.kind." + row.kind));
+    if (row.project_reference) metaParts.push(row.project_reference);
+    else if (row.project_title) metaParts.push(row.project_title);
+    if (metaParts.length > 0) {
+      const meta = document.createElement("span");
+      meta.className = "views-calendar-row-meta";
+      meta.textContent = metaParts.join(" · ");
+      body.appendChild(meta);
+    }
+
+    a.appendChild(body);
+    return a;
+  }
+
+  function hrefFor(row: CalendarItem): string {
+    if (opts.hrefFor) return opts.hrefFor(row);
+    return defaultHrefFor(row);
+  }
+}
+
+// --- Pure helpers (shared, not closure-bound) ----------------------------
+
+const WEEKDAY_KEYS: I18nKey[] = [
+  "cal.day.mon", "cal.day.tue", "cal.day.wed", "cal.day.thu",
+  "cal.day.fri", "cal.day.sat", "cal.day.sun",
+];
+
+function navLabelKey(view: CalendarView, dir: "prev" | "next"): I18nKey {
+  if (view === "month") return dir === "prev" ? "cal.month.prev" : "cal.month.next";
+  if (view === "week")  return dir === "prev" ? "cal.week.prev"  : "cal.week.next";
+  return dir === "prev" ? "cal.day.prev" : "cal.day.next";
+}
+
+function defaultHrefFor(row: CalendarItem): string {
+  switch (row.kind) {
+    case "deadline":         return `/deadlines/${encodeURIComponent(row.id)}`;
+    case "appointment":      return `/appointments/${encodeURIComponent(row.id)}`;
+    case "approval_request": return `/inbox`;
+    case "project_event":    return row.project_id ? `/projects/${encodeURIComponent(row.project_id)}` : "#";
+  }
+}
+
+export function bucketByDate(
+  rows: CalendarItem[], filter: (d: Date) => boolean,
+): Map<string, CalendarItem[]> {
+  const out = new Map<string, CalendarItem[]>();
+  for (const row of rows) {
+    const d = new Date(row.event_date);
+    if (isNaN(d.getTime())) continue;
+    if (!filter(d)) continue;
+    const key = isoDate(d);
+    const arr = out.get(key);
+    if (arr) arr.push(row);
+    else out.set(key, [row]);
+  }
+  return out;
+}
+
+export function filterByDay(rows: CalendarItem[], day: Date): CalendarItem[] {
+  const key = isoDate(day);
+  return rows.filter((r) => {
+    const d = new Date(r.event_date);
+    if (isNaN(d.getTime())) return false;
+    return isoDate(d) === key;
+  });
+}
+
+export function startOfWeek(d: Date): Date {
+  const out = new Date(d.getFullYear(), d.getMonth(), d.getDate());
+  const offset = (out.getDay() + 6) % 7;
+  out.setDate(out.getDate() - offset);
+  return out;
+}
+
+export function startOfDay(d: Date): Date {
+  return new Date(d.getFullYear(), d.getMonth(), d.getDate());
+}
+
+export function shift(d: Date, view: CalendarView, dir: number): Date {
+  if (view === "month") return new Date(d.getFullYear(), d.getMonth() + dir, 1);
+  if (view === "week")  return new Date(d.getFullYear(), d.getMonth(), d.getDate() + dir * 7);
+  return new Date(d.getFullYear(), d.getMonth(), d.getDate() + dir);
+}
+
+export function isToday(d: Date): boolean {
+  const now = new Date();
+  return d.getFullYear() === now.getFullYear()
+    && d.getMonth() === now.getMonth()
+    && d.getDate() === now.getDate();
+}
+
+export function isoDate(d: Date): string {
+  const y = d.getFullYear();
+  const m = String(d.getMonth() + 1).padStart(2, "0");
+  const day = String(d.getDate()).padStart(2, "0");
+  return `${y}-${m}-${day}`;
+}
+
+function formatRangeLabel(view: CalendarView, anchor: Date): string {
+  const lang = getLang() === "de" ? "de-DE" : "en-GB";
+  if (view === "month") {
+    return anchor.toLocaleDateString(lang, { month: "long", year: "numeric" });
+  }
+  if (view === "week") {
+    const start = startOfWeek(anchor);
+    const end = new Date(start);
+    end.setDate(start.getDate() + 6);
+    return formatWeekHeader(start, end, lang);
+  }
+  return anchor.toLocaleDateString(lang, {
+    weekday: "short", year: "numeric", month: "long", day: "numeric",
+  });
+}
+
+function formatWeekHeader(start: Date, end: Date, lang: string): string {
+  const startStr = start.toLocaleDateString(lang, { day: "numeric", month: "short" });
+  const endStr = end.toLocaleDateString(lang, { day: "numeric", month: "short", year: "numeric" });
+  return `${startStr} – ${endStr}`;
+}
+
+function firstAnchor(rows: CalendarItem[]): Date {
+  for (const row of rows) {
+    const d = new Date(row.event_date);
+    if (!isNaN(d.getTime())) return startOfDay(d);
+  }
+  return startOfDay(new Date());
+}
+
+function paramName(prefix: string | undefined, base: string): string {
+  if (!prefix) return base;
+  return `${prefix}_${base}`;
+}
+
+function readView(viewParam: string, fallback: CalendarView): CalendarView {
+  if (typeof window === "undefined") return fallback;
+  const params = new URLSearchParams(window.location.search);
+  const raw = params.get(viewParam);
+  if (raw === "month" || raw === "week" || raw === "day") return raw;
+  return fallback;
+}
+
+function readAnchor(dateParam: string, rows: CalendarItem[]): Date {
+  if (typeof window === "undefined") return firstAnchor(rows);
+  const params = new URLSearchParams(window.location.search);
+  const raw = params.get(dateParam);
+  if (raw) {
+    const m = /^(\d{4})-(\d{2})-(\d{2})$/.exec(raw);
+    if (m) {
+      const d = new Date(Number(m[1]), Number(m[2]) - 1, Number(m[3]));
+      if (!isNaN(d.getTime())) return d;
+    }
+  }
+  return firstAnchor(rows);
+}
+
+function writeURL(viewParam: string, dateParam: string, view: CalendarView, anchor: Date): void {
+  if (typeof window === "undefined") return;
+  const url = new URL(window.location.href);
+  url.searchParams.set(viewParam, view);
+  url.searchParams.set(dateParam, isoDate(anchor));
+  history.replaceState(null, "", url.toString());
+}

frontend/src/client/checklists-author.ts

@@ -0,0 +1,365 @@
+// Authoring wizard for paliad.checklists. Serves both /checklists/new
+// (create) and /checklists/templates/{slug}/edit (edit). The HTML bundle is the
+// same; this client reads location.pathname to decide which mode to
+// boot into.
+
+import { initI18n, t } from "./i18n";
+import { initSidebar } from "./sidebar";
+
+interface Item {
+  labelDE: string;
+  labelEN: string;
+  noteDE?: string;
+  noteEN?: string;
+  rule?: string;
+}
+
+interface Group {
+  titleDE: string;
+  titleEN: string;
+  items: Item[];
+}
+
+interface Checklist {
+  id: string;
+  slug: string;
+  title: string;
+  description: string;
+  regime: string;
+  court: string;
+  reference: string;
+  deadline: string;
+  lang: string;
+  visibility: string;
+  body: { groups: Group[] };
+}
+
+function esc(s: string): string {
+  const d = document.createElement("div");
+  d.textContent = s;
+  return d.innerHTML;
+}
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&").replace(/"/g, """);
+}
+
+function detectMode(): { mode: "create" | "edit"; slug?: string } {
+  const path = window.location.pathname;
+  if (path === "/checklists/new") {
+    return { mode: "create" };
+  }
+  const m = path.match(/^\/checklists\/templates\/([^/]+)\/edit$/);
+  if (m) {
+    return { mode: "edit", slug: m[1] };
+  }
+  return { mode: "create" };
+}
+
+let groups: Group[] = [];
+
+function renderGroups() {
+  const container = document.getElementById("groups-container")!;
+  if (groups.length === 0) {
+    // Seed with a single empty group + item so the user has something
+    // to fill out rather than a blank canvas.
+    groups = [{ titleDE: "", titleEN: "", items: [{ labelDE: "", labelEN: "" }] }];
+  }
+  container.innerHTML = groups.map((g, gi) => {
+    const itemsHTML = g.items.map((it, ii) => {
+      return `<div class="author-item" data-gi="${gi}" data-ii="${ii}">
+        <div class="form-row">
+          <label class="form-label">${esc(t("checklisten.author.item.label"))}</label>
+          <input class="form-input" data-field="label" value="${escAttr(it.labelDE || "")}" />
+        </div>
+        <div class="form-grid form-grid-2">
+          <div class="form-row">
+            <label class="form-label">${esc(t("checklisten.author.item.note"))}</label>
+            <input class="form-input" data-field="note" value="${escAttr(it.noteDE || "")}" />
+          </div>
+          <div class="form-row">
+            <label class="form-label">${esc(t("checklisten.author.item.rule"))}</label>
+            <input class="form-input" data-field="rule" value="${escAttr(it.rule || "")}" />
+          </div>
+        </div>
+        <button type="button" class="btn btn-small btn-danger" data-action="remove-item">${esc(t("checklisten.author.item.remove"))}</button>
+      </div>`;
+    }).join("");
+    return `<div class="author-group" data-gi="${gi}">
+      <div class="form-row">
+        <label class="form-label">${esc(t("checklisten.author.group.title"))}</label>
+        <input class="form-input" data-field="group-title" value="${escAttr(g.titleDE || "")}" />
+      </div>
+      <div class="author-items">${itemsHTML}</div>
+      <div class="author-group-actions">
+        <button type="button" class="btn btn-small" data-action="add-item">${esc(t("checklisten.author.item.add"))}</button>
+        <button type="button" class="btn btn-small btn-danger" data-action="remove-group">${esc(t("checklisten.author.group.remove"))}</button>
+      </div>
+    </div>`;
+  }).join("");
+
+  // Wire input changes back into the data array.
+  container.querySelectorAll<HTMLInputElement>(".author-group > .form-row input[data-field=group-title]").forEach((input) => {
+    const groupDiv = input.closest<HTMLElement>(".author-group")!;
+    const gi = parseInt(groupDiv.dataset.gi!, 10);
+    input.addEventListener("input", () => {
+      groups[gi].titleDE = input.value;
+      groups[gi].titleEN = input.value; // single-language for Slice A
+    });
+  });
+
+  container.querySelectorAll<HTMLDivElement>(".author-item").forEach((itemDiv) => {
+    const gi = parseInt(itemDiv.dataset.gi!, 10);
+    const ii = parseInt(itemDiv.dataset.ii!, 10);
+    itemDiv.querySelectorAll<HTMLInputElement>("input[data-field]").forEach((input) => {
+      input.addEventListener("input", () => {
+        const field = input.dataset.field!;
+        if (field === "label") {
+          groups[gi].items[ii].labelDE = input.value;
+          groups[gi].items[ii].labelEN = input.value;
+        } else if (field === "note") {
+          groups[gi].items[ii].noteDE = input.value || undefined;
+          groups[gi].items[ii].noteEN = input.value || undefined;
+        } else if (field === "rule") {
+          groups[gi].items[ii].rule = input.value || undefined;
+        }
+      });
+    });
+    itemDiv.querySelector<HTMLButtonElement>("button[data-action=remove-item]")!.addEventListener("click", () => {
+      groups[gi].items.splice(ii, 1);
+      if (groups[gi].items.length === 0) {
+        groups[gi].items.push({ labelDE: "", labelEN: "" });
+      }
+      renderGroups();
+    });
+  });
+
+  container.querySelectorAll<HTMLButtonElement>("button[data-action=add-item]").forEach((btn) => {
+    const groupDiv = btn.closest<HTMLElement>(".author-group")!;
+    const gi = parseInt(groupDiv.dataset.gi!, 10);
+    btn.addEventListener("click", () => {
+      groups[gi].items.push({ labelDE: "", labelEN: "" });
+      renderGroups();
+    });
+  });
+
+  container.querySelectorAll<HTMLButtonElement>("button[data-action=remove-group]").forEach((btn) => {
+    const groupDiv = btn.closest<HTMLElement>(".author-group")!;
+    const gi = parseInt(groupDiv.dataset.gi!, 10);
+    btn.addEventListener("click", () => {
+      groups.splice(gi, 1);
+      renderGroups();
+    });
+  });
+}
+
+function showError(msg: string) {
+  const err = document.getElementById("author-error")!;
+  err.textContent = msg;
+  err.style.display = "";
+  err.scrollIntoView({ behavior: "smooth", block: "center" });
+}
+
+function clearError() {
+  const err = document.getElementById("author-error")!;
+  err.textContent = "";
+  err.style.display = "none";
+}
+
+function collectInput() {
+  const title = (document.getElementById("title") as HTMLInputElement).value.trim();
+  const description = (document.getElementById("description") as HTMLTextAreaElement).value.trim();
+  const regime = (document.getElementById("regime") as HTMLSelectElement).value;
+  const court = (document.getElementById("court") as HTMLInputElement).value.trim();
+  const reference = (document.getElementById("reference") as HTMLInputElement).value.trim();
+  const deadline = (document.getElementById("deadline") as HTMLInputElement).value.trim();
+  const lang = (document.getElementById("lang") as HTMLSelectElement).value;
+  const visibilityInput = document.querySelector<HTMLInputElement>("input[name=visibility]:checked");
+  const visibility = visibilityInput?.value || "private";
+  return { title, description, regime, court, reference, deadline, lang, visibility };
+}
+
+function validateGroups(): boolean {
+  if (groups.length === 0) return false;
+  let totalItems = 0;
+  for (const g of groups) {
+    if (!g.titleDE.trim()) return false;
+    for (const it of g.items) {
+      if (it.labelDE.trim()) totalItems += 1;
+    }
+  }
+  return totalItems > 0;
+}
+
+function trimmedGroups(): Group[] {
+  return groups
+    .filter((g) => g.titleDE.trim() && g.items.some((it) => it.labelDE.trim()))
+    .map((g) => ({
+      titleDE: g.titleDE.trim(),
+      titleEN: g.titleEN.trim(),
+      items: g.items
+        .filter((it) => it.labelDE.trim())
+        .map((it) => ({
+          labelDE: it.labelDE.trim(),
+          labelEN: it.labelEN.trim(),
+          noteDE: it.noteDE?.trim() || undefined,
+          noteEN: it.noteEN?.trim() || undefined,
+          rule: it.rule?.trim() || undefined,
+        })),
+    }));
+}
+
+async function loadEditTemplate(slug: string) {
+  // Use /api/checklists/{slug} (catalog Find with visibility check) +
+  // the mine list to ensure we have the editable fields. Templates the
+  // caller doesn't own/admin will trip the PATCH gate later.
+  const resp = await fetch(`/api/checklists/templates/mine`);
+  if (!resp.ok) {
+    showError(t("checklisten.author.error.notfound"));
+    return;
+  }
+  const rows: Checklist[] = (await resp.json()) ?? [];
+  const tpl = rows.find((r) => r.slug === slug);
+  if (!tpl) {
+    showError(t("checklisten.author.error.notfound"));
+    return;
+  }
+  (document.getElementById("author-heading")!).textContent = t("checklisten.author.heading.edit");
+  document.title = t("checklisten.author.title.edit");
+  (document.getElementById("title") as HTMLInputElement).value = tpl.title;
+  (document.getElementById("description") as HTMLTextAreaElement).value = tpl.description;
+  (document.getElementById("regime") as HTMLSelectElement).value = tpl.regime;
+  (document.getElementById("court") as HTMLInputElement).value = tpl.court;
+  (document.getElementById("reference") as HTMLInputElement).value = tpl.reference;
+  (document.getElementById("deadline") as HTMLInputElement).value = tpl.deadline;
+  (document.getElementById("lang") as HTMLSelectElement).value = tpl.lang || "de";
+  const visIn = document.querySelector<HTMLInputElement>(`input[name=visibility][value=${tpl.visibility}]`);
+  if (visIn) visIn.checked = true;
+  groups = (tpl.body?.groups || []).map((g) => ({
+    titleDE: g.titleDE || "",
+    titleEN: g.titleEN || g.titleDE || "",
+    items: g.items.map((it) => ({
+      labelDE: it.labelDE || "",
+      labelEN: it.labelEN || it.labelDE || "",
+      noteDE: it.noteDE,
+      noteEN: it.noteEN,
+      rule: it.rule,
+    })),
+  }));
+  if (groups.length === 0) {
+    groups = [{ titleDE: "", titleEN: "", items: [{ labelDE: "", labelEN: "" }] }];
+  }
+  renderGroups();
+}
+
+async function submitCreate() {
+  clearError();
+  const input = collectInput();
+  if (!input.title) {
+    showError(t("checklisten.author.error.title"));
+    return;
+  }
+  if (!validateGroups()) {
+    showError(t("checklisten.author.error.no_groups"));
+    return;
+  }
+  const saveBtn = document.getElementById("author-save") as HTMLButtonElement;
+  saveBtn.disabled = true;
+  saveBtn.textContent = t("checklisten.author.saving");
+  const body = JSON.stringify({ ...input, body: { groups: trimmedGroups() } });
+  const resp = await fetch("/api/checklists/templates", {
+    method: "POST",
+    headers: { "Content-Type": "application/json" },
+    body,
+  });
+  saveBtn.disabled = false;
+  saveBtn.textContent = t("checklisten.author.save");
+  if (!resp.ok) {
+    let msg = t("checklisten.author.error.generic");
+    try {
+      const j = await resp.json();
+      if (j?.error) msg = j.error;
+    } catch { /* keep generic */ }
+    showError(msg);
+    return;
+  }
+  const created: Checklist = await resp.json();
+  window.location.href = `/checklists/${encodeURIComponent(created.slug)}`;
+}
+
+async function submitEdit(slug: string) {
+  clearError();
+  const input = collectInput();
+  if (!input.title) {
+    showError(t("checklisten.author.error.title"));
+    return;
+  }
+  if (!validateGroups()) {
+    showError(t("checklisten.author.error.no_groups"));
+    return;
+  }
+  const saveBtn = document.getElementById("author-save") as HTMLButtonElement;
+  saveBtn.disabled = true;
+  saveBtn.textContent = t("checklisten.author.saving");
+  const patch = {
+    title: input.title,
+    description: input.description,
+    regime: input.regime,
+    court: input.court,
+    reference: input.reference,
+    deadline: input.deadline,
+    body: { groups: trimmedGroups() },
+  };
+  const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(slug)}`, {
+    method: "PATCH",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify(patch),
+  });
+  // Visibility lives on its own endpoint so the audit row reflects the
+  // distinct transition. Only call if it actually changed.
+  if (resp.ok && input.visibility) {
+    await fetch(`/api/checklists/templates/${encodeURIComponent(slug)}/visibility`, {
+      method: "PATCH",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ visibility: input.visibility }),
+    });
+  }
+  saveBtn.disabled = false;
+  saveBtn.textContent = t("checklisten.author.save");
+  if (!resp.ok) {
+    let msg = t("checklisten.author.error.generic");
+    try {
+      const j = await resp.json();
+      if (j?.error) msg = j.error;
+    } catch { /* keep generic */ }
+    showError(msg);
+    return;
+  }
+  window.location.href = `/checklists/${encodeURIComponent(slug)}`;
+}
+
+document.addEventListener("DOMContentLoaded", () => {
+  initI18n();
+  initSidebar();
+  renderGroups();
+
+  document.getElementById("add-group")!.addEventListener("click", () => {
+    groups.push({ titleDE: "", titleEN: "", items: [{ labelDE: "", labelEN: "" }] });
+    renderGroups();
+  });
+
+  const { mode, slug } = detectMode();
+
+  if (mode === "edit" && slug) {
+    void loadEditTemplate(slug);
+  }
+
+  document.getElementById("author-form")!.addEventListener("submit", (e) => {
+    e.preventDefault();
+    if (mode === "edit" && slug) {
+      void submitEdit(slug);
+    } else {
+      void submitCreate();
+    }
+  });
+});

frontend/src/client/checklists-detail.ts

@@ -30,6 +30,37 @@ interface Checklist {
   referenceDE?: string;
   referenceEN?: string;
   groups: ChecklistGroup[];
+  // Slice B fields — present on authored entries via the merged
+  // catalog response. 'static' templates don't carry these.
+  origin?: "static" | "authored";
+  visibility?: string;
+  owner_email?: string;
+  owner_display_name?: string;
+}
+
+interface Me {
+  id: string;
+  email: string;
+  display_name: string;
+  global_role?: string;
+}
+
+interface UserSummary {
+  id: string;
+  email: string;
+  display_name: string;
+}
+
+interface PartnerUnit {
+  id: string;
+  name: string;
+}
+
+interface Share {
+  id: string;
+  checklist_id: string;
+  recipient_kind: "user" | "office" | "partner_unit" | "project";
+  recipient_label: string;
 }
 
 interface ChecklistInstance {
@@ -371,13 +402,320 @@ function rerenderAll() {
   renderInstances();
 }
 
+// --- Slice B: owner actions + admin promote + share modal ----------------
+
+let me: Me | null = null;
+let isOwner = false;
+let isAdmin = false;
+let shareUsers: UserSummary[] = [];
+let sharePartnerUnits: PartnerUnit[] = [];
+let shareProjects: AkteSummary[] = [];
+let activeShareKind: "user" | "office" | "partner_unit" | "project" = "user";
+
+async function loadMe(): Promise<Me | null> {
+  try {
+    const resp = await fetch("/api/me");
+    if (!resp.ok) return null;
+    return await resp.json();
+  } catch {
+    return null;
+  }
+}
+
+function templateOriginInfo() {
+  return template as unknown as {
+    origin?: string;
+    visibility?: string;
+    owner_email?: string;
+    owner_display_name?: string;
+  } | null;
+}
+
+function applyOwnerControls() {
+  const info = templateOriginInfo();
+  const isAuthored = info?.origin === "authored";
+  const provenance = document.getElementById("checklist-provenance")!;
+  if (isAuthored && info?.owner_display_name) {
+    provenance.style.display = "";
+    provenance.textContent = t("checklisten.detail.authored.by").replace("{author}", info.owner_display_name);
+  } else {
+    provenance.style.display = "none";
+  }
+
+  isOwner = !!(isAuthored && me && info?.owner_email && me.email.toLowerCase() === info.owner_email.toLowerCase());
+  isAdmin = !!(me && me.global_role === "global_admin");
+  const ownerOnly = (id: string, show: boolean) => {
+    const el = document.getElementById(id);
+    if (el) (el as HTMLElement).style.display = show ? "" : "none";
+  };
+  if (template) {
+    (document.getElementById("btn-edit-template") as HTMLAnchorElement | null)?.setAttribute(
+      "href",
+      `/checklists/templates/${encodeURIComponent(template.slug)}/edit`,
+    );
+  }
+  ownerOnly("btn-edit-template", isOwner);
+  ownerOnly("btn-share-template", isOwner);
+  ownerOnly("btn-delete-template", isOwner);
+
+  // Admin promote/demote — only when an authored template is visible to
+  // an admin, and only the appropriate one for the current visibility.
+  if (isAuthored && isAdmin) {
+    const isGlobal = info?.visibility === "global";
+    ownerOnly("btn-promote-template", !isGlobal);
+    ownerOnly("btn-demote-template", isGlobal);
+  } else {
+    ownerOnly("btn-promote-template", false);
+    ownerOnly("btn-demote-template", false);
+  }
+}
+
+function initOwnerActions() {
+  document.getElementById("btn-delete-template")?.addEventListener("click", async () => {
+    if (!template) return;
+    const isEN = getLang() === "en";
+    const title = isEN ? template.titleEN : template.titleDE;
+    const msg = t("checklisten.detail.delete.confirm").replace("{title}", title);
+    if (!window.confirm(msg)) return;
+    const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(template.slug)}`, { method: "DELETE" });
+    if (!resp.ok) {
+      window.alert(t("checklisten.detail.delete.error"));
+      return;
+    }
+    window.location.href = "/checklists?tab=mine";
+  });
+
+  document.getElementById("btn-promote-template")?.addEventListener("click", async () => {
+    if (!template) return;
+    if (!window.confirm(t("checklisten.detail.promote.confirm"))) return;
+    const resp = await fetch(`/api/admin/checklists/${encodeURIComponent(template.slug)}/promote`, { method: "POST" });
+    if (!resp.ok) {
+      window.alert(t("checklisten.detail.promote.error"));
+      return;
+    }
+    window.location.reload();
+  });
+
+  document.getElementById("btn-demote-template")?.addEventListener("click", async () => {
+    if (!template) return;
+    if (!window.confirm(t("checklisten.detail.demote.confirm"))) return;
+    const resp = await fetch(`/api/admin/checklists/${encodeURIComponent(template.slug)}/demote`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ target: "firm" }),
+    });
+    if (!resp.ok) {
+      window.alert(t("checklisten.detail.promote.error"));
+      return;
+    }
+    window.location.reload();
+  });
+}
+
+async function loadSharePickerData() {
+  // Fire all three lookups in parallel — the share modal needs all of
+  // them but doesn't depend on their order.
+  try {
+    const [usersResp, unitsResp, projectsResp] = await Promise.all([
+      fetch("/api/users"),
+      fetch("/api/partner-units"),
+      fetch("/api/projects"),
+    ]);
+    shareUsers = usersResp.ok ? await usersResp.json() : [];
+    sharePartnerUnits = unitsResp.ok ? await unitsResp.json() : [];
+    shareProjects = projectsResp.ok ? await projectsResp.json() : [];
+  } catch {
+    /* leave whatever loaded */
+  }
+  populateSharePickerOptions();
+}
+
+function populateSharePickerOptions() {
+  const userSel = document.getElementById("share-user") as HTMLSelectElement;
+  if (userSel) {
+    userSel.innerHTML = `<option value="">${esc(t("checklisten.share.pick"))}</option>`;
+    shareUsers
+      .slice()
+      .sort((a, b) => a.display_name.localeCompare(b.display_name))
+      .forEach((u) => {
+        if (me && u.id === me.id) return; // can't share with self
+        const opt = document.createElement("option");
+        opt.value = u.id;
+        opt.textContent = `${u.display_name} (${u.email})`;
+        userSel.appendChild(opt);
+      });
+  }
+  const officeSel = document.getElementById("share-office") as HTMLSelectElement;
+  if (officeSel) {
+    const officeKeys = ["munich", "duesseldorf", "hamburg", "amsterdam", "london", "paris", "milan", "madrid"];
+    officeSel.innerHTML = `<option value="">${esc(t("checklisten.share.pick"))}</option>`;
+    officeKeys.forEach((k) => {
+      const opt = document.createElement("option");
+      opt.value = k;
+      opt.textContent = k.charAt(0).toUpperCase() + k.slice(1);
+      officeSel.appendChild(opt);
+    });
+  }
+  const puSel = document.getElementById("share-partner-unit") as HTMLSelectElement;
+  if (puSel) {
+    puSel.innerHTML = `<option value="">${esc(t("checklisten.share.pick"))}</option>`;
+    sharePartnerUnits
+      .slice()
+      .sort((a, b) => a.name.localeCompare(b.name))
+      .forEach((u) => {
+        const opt = document.createElement("option");
+        opt.value = u.id;
+        opt.textContent = u.name;
+        puSel.appendChild(opt);
+      });
+  }
+  const prSel = document.getElementById("share-project") as HTMLSelectElement;
+  if (prSel) {
+    prSel.innerHTML = `<option value="">${esc(t("checklisten.share.pick"))}</option>`;
+    shareProjects
+      .slice()
+      .sort((a, b) => (a.reference || a.title).localeCompare(b.reference || b.title))
+      .forEach((p) => {
+        const opt = document.createElement("option");
+        opt.value = p.id;
+        opt.textContent = `${p.reference || ""} — ${p.title}`;
+        prSel.appendChild(opt);
+      });
+  }
+}
+
+function switchShareKind(kind: "user" | "office" | "partner_unit" | "project") {
+  activeShareKind = kind;
+  document.querySelectorAll<HTMLButtonElement>("#share-kind-pills .filter-pill").forEach((p) => {
+    p.classList.toggle("active", p.dataset.kind === kind);
+  });
+  document.querySelectorAll<HTMLElement>(".share-kind-section").forEach((s) => {
+    s.style.display = s.dataset.kind === kind ? "" : "none";
+  });
+}
+
+function initShareModal() {
+  const modal = document.getElementById("share-modal")!;
+  const msg = document.getElementById("share-msg")!;
+  const close = () => { modal.style.display = "none"; };
+
+  document.getElementById("btn-share-template")?.addEventListener("click", async () => {
+    if (!template) return;
+    msg.textContent = "";
+    msg.className = "form-msg";
+    switchShareKind("user");
+    modal.style.display = "flex";
+    await loadSharePickerData();
+    await renderGrants();
+  });
+
+  document.getElementById("share-close")?.addEventListener("click", close);
+  document.getElementById("share-cancel")?.addEventListener("click", close);
+  modal.addEventListener("click", (e) => { if (e.target === e.currentTarget) close(); });
+
+  document.getElementById("share-kind-pills")?.addEventListener("click", (e) => {
+    const btn = (e.target as HTMLElement).closest<HTMLButtonElement>(".filter-pill[data-kind]");
+    if (!btn) return;
+    switchShareKind(btn.dataset.kind as typeof activeShareKind);
+  });
+
+  document.getElementById("share-submit")?.addEventListener("click", async () => {
+    if (!template) return;
+    const input: Record<string, unknown> = { recipient_kind: activeShareKind };
+    switch (activeShareKind) {
+      case "user": {
+        const v = (document.getElementById("share-user") as HTMLSelectElement).value;
+        if (!v) { msg.textContent = t("checklisten.share.error.pick"); msg.className = "form-msg form-msg-error"; return; }
+        input["recipient_user_id"] = v;
+        break;
+      }
+      case "office": {
+        const v = (document.getElementById("share-office") as HTMLSelectElement).value;
+        if (!v) { msg.textContent = t("checklisten.share.error.pick"); msg.className = "form-msg form-msg-error"; return; }
+        input["recipient_office"] = v;
+        break;
+      }
+      case "partner_unit": {
+        const v = (document.getElementById("share-partner-unit") as HTMLSelectElement).value;
+        if (!v) { msg.textContent = t("checklisten.share.error.pick"); msg.className = "form-msg form-msg-error"; return; }
+        input["recipient_partner_unit_id"] = v;
+        break;
+      }
+      case "project": {
+        const v = (document.getElementById("share-project") as HTMLSelectElement).value;
+        if (!v) { msg.textContent = t("checklisten.share.error.pick"); msg.className = "form-msg form-msg-error"; return; }
+        input["recipient_project_id"] = v;
+        break;
+      }
+    }
+    const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(template.slug)}/shares`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify(input),
+    });
+    if (!resp.ok) {
+      let errMsg = t("checklisten.share.error.generic");
+      try {
+        const j = await resp.json();
+        if (j?.error) errMsg = j.error;
+      } catch { /* keep generic */ }
+      msg.textContent = errMsg;
+      msg.className = "form-msg form-msg-error";
+      return;
+    }
+    msg.textContent = t("checklisten.share.success");
+    msg.className = "form-msg form-msg-success";
+    await renderGrants();
+  });
+}
+
+async function renderGrants() {
+  if (!template) return;
+  const list = document.getElementById("share-grants-list")!;
+  const empty = document.getElementById("share-grants-empty")!;
+  const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(template.slug)}/shares`);
+  const rows: Share[] = resp.ok ? await resp.json() : [];
+  if (rows.length === 0) {
+    list.innerHTML = "";
+    list.appendChild(empty);
+    empty.style.display = "";
+    return;
+  }
+  empty.style.display = "none";
+  list.innerHTML = rows.map((s) => {
+    const kindLabel = esc(t(("checklisten.share.grants.recipient." + s.recipient_kind) as never) || s.recipient_kind);
+    return `<li class="share-grant-row" data-id="${esc(s.id)}">
+      <span class="share-grant-kind">${kindLabel}</span>
+      <span class="share-grant-label">${esc(s.recipient_label || "")}</span>
+      <button type="button" class="btn-small btn-ghost" data-action="revoke" data-id="${esc(s.id)}">${esc(t("checklisten.share.grants.revoke"))}</button>
+    </li>`;
+  }).join("");
+  list.querySelectorAll<HTMLButtonElement>("button[data-action=revoke]").forEach((btn) => {
+    btn.addEventListener("click", async () => {
+      if (!window.confirm(t("checklisten.share.grants.revoke.confirm"))) return;
+      const resp = await fetch(`/api/checklists/shares/${encodeURIComponent(btn.dataset.id!)}`, { method: "DELETE" });
+      if (!resp.ok && resp.status !== 204) {
+        window.alert(t("checklisten.share.grants.revoke.error"));
+        return;
+      }
+      await renderGrants();
+    });
+  });
+}
+
 document.addEventListener("DOMContentLoaded", () => {
   initI18n();
   initSidebar();
   initNewInstance();
   initFeedback();
+  initOwnerActions();
+  initShareModal();
   onLangChange(rerenderAll);
-  void loadTemplate();
+  void (async () => {
+    me = await loadMe();
+    await loadTemplate();
+    applyOwnerControls();
+  })();
   void loadInstances();
   void loadAkten();
 });

frontend/src/client/checklists-instance.ts

@@ -40,6 +40,16 @@ interface Instance {
   created_by: string;
   created_at: string;
   updated_at: string;
+  // Slice C — snapshot of the template body + its version at create time.
+  template_snapshot?: { groups: ChecklistGroup[] } | null;
+  template_version?: number | null;
+}
+
+// Slice C — augmented Checklist with origin + version, returned by
+// /api/checklists/{slug}.
+interface ChecklistWithMeta extends Checklist {
+  origin?: "static" | "authored";
+  version?: number;
 }
 
 let template: Checklist | null = null;
@@ -155,6 +165,119 @@ function renderHeader() {
     parts.push(`<div class="checklist-meta-item"><dt>${akteLabel}</dt><dd><a href="/projects/${esc(instance.project_id)}">${t("checklisten.instance.akte.open") || "Öffnen"}</a></dd></div>`);
   }
   document.getElementById("instance-meta")!.innerHTML = parts.join("");
+  renderOutdatedBadge();
+}
+
+// Slice C — show an "outdated" badge when the live template has a
+// version > the instance's snapshot version. Both values must be
+// non-null for the comparison to be meaningful (pre-Slice-C instances
+// have NULL template_version; static templates always have version=1
+// and never bump).
+function renderOutdatedBadge() {
+  const slot = document.getElementById("instance-outdated-slot");
+  if (!slot || !instance || !template) return;
+  const tplMeta = template as ChecklistWithMeta;
+  const instVersion = instance.template_version;
+  const tplVersion = tplMeta.version;
+  if (
+    instVersion == null ||
+    tplVersion == null ||
+    tplMeta.origin !== "authored" ||
+    tplVersion <= instVersion
+  ) {
+    slot.innerHTML = "";
+    return;
+  }
+  const badge = esc(t("checklisten.instance.outdated.badge"));
+  const note = esc(
+    t("checklisten.instance.outdated.note")
+      .replace("{from}", String(instVersion))
+      .replace("{to}", String(tplVersion)),
+  );
+  const action = esc(t("checklisten.instance.outdated.diff"));
+  slot.innerHTML = `<div class="instance-outdated-banner">
+    <span class="instance-outdated-badge">${badge}</span>
+    <span class="instance-outdated-note">${note}</span>
+    <button type="button" class="btn-small" id="btn-show-diff">${action}</button>
+  </div>`;
+  document.getElementById("btn-show-diff")!.addEventListener("click", openDiffModal);
+}
+
+// Shallow diff between two checklist bodies. Compares item label/note/
+// rule pairs grouped by section title. Items with the same group title
+// + same label are matched; differences in note/rule are flagged
+// 'changed'. Items present only in snapshot are 'removed'; items only
+// in current are 'added'.
+function diffBodies(snapshot: { groups: ChecklistGroup[] } | null | undefined, current: ChecklistGroup[]):
+  { added: string[]; removed: string[]; changed: string[] } {
+  const added: string[] = [];
+  const removed: string[] = [];
+  const changed: string[] = [];
+  const oldGroups = snapshot?.groups ?? [];
+  const oldMap: Record<string, ChecklistItem> = {};
+  for (const g of oldGroups) {
+    for (const it of g.items) {
+      const key = `${g.titleDE || g.titleEN}::${it.labelDE || it.labelEN}`;
+      oldMap[key] = it;
+    }
+  }
+  const newMap: Record<string, ChecklistItem> = {};
+  for (const g of current) {
+    for (const it of g.items) {
+      const key = `${g.titleDE || g.titleEN}::${it.labelDE || it.labelEN}`;
+      newMap[key] = it;
+      if (!(key in oldMap)) {
+        added.push(it.labelDE || it.labelEN);
+      } else {
+        const o = oldMap[key];
+        if ((o.noteDE || o.noteEN || "") !== (it.noteDE || it.noteEN || "") ||
+            (o.rule || "") !== (it.rule || "")) {
+          changed.push(it.labelDE || it.labelEN);
+        }
+      }
+    }
+  }
+  for (const key in oldMap) {
+    if (!(key in newMap)) {
+      const labelParts = key.split("::");
+      removed.push(labelParts[1] || key);
+    }
+  }
+  return { added, removed, changed };
+}
+
+function openDiffModal() {
+  if (!template || !instance) return;
+  const modal = document.getElementById("instance-diff-modal")!;
+  const body = document.getElementById("instance-diff-body")!;
+  const diff = diffBodies(instance.template_snapshot, template.groups);
+  const empty = diff.added.length === 0 && diff.removed.length === 0 && diff.changed.length === 0;
+  if (empty) {
+    body.innerHTML = `<p class="entity-events-empty">${esc(t("checklisten.instance.diff.empty"))}</p>`;
+  } else {
+    const section = (label: string, klass: string, items: string[]) => {
+      if (items.length === 0) return "";
+      return `<section class="instance-diff-section ${klass}">
+        <h3>${esc(label)}</h3>
+        <ul>${items.map((s) => `<li>${esc(s)}</li>`).join("")}</ul>
+      </section>`;
+    };
+    body.innerHTML = [
+      section(t("checklisten.instance.diff.added"), "instance-diff-added", diff.added),
+      section(t("checklisten.instance.diff.removed"), "instance-diff-removed", diff.removed),
+      section(t("checklisten.instance.diff.changed"), "instance-diff-changed", diff.changed),
+    ].join("");
+  }
+  modal.style.display = "flex";
+}
+
+function initDiffModal() {
+  const modal = document.getElementById("instance-diff-modal");
+  if (!modal) return;
+  const close = () => { modal.style.display = "none"; };
+  document.getElementById("instance-diff-close")?.addEventListener("click", close);
+  document.getElementById("instance-diff-close-bottom")?.addEventListener("click", close);
+  modal.addEventListener("click", (e) => { if (e.target === e.currentTarget) close(); });
 }
 
 function renderGroups() {
@@ -389,6 +512,7 @@ document.addEventListener("DOMContentLoaded", () => {
   initPrint();
   initRename();
   initFeedback();
+  initDiffModal();
   onLangChange(renderAll);
   void bootstrap();
 });

frontend/src/client/checklists.ts

@@ -11,6 +11,26 @@ interface ChecklistSummary {
   courtDE: string;
   courtEN: string;
   itemCount: number;
+  origin?: "static" | "authored";
+  visibility?: string;
+  owner_email?: string;
+  owner_display_name?: string;
+}
+
+interface MyChecklist {
+  id: string;
+  slug: string;
+  owner_id: string;
+  title: string;
+  description: string;
+  regime: string;
+  court: string;
+  reference: string;
+  deadline: string;
+  lang: string;
+  visibility: string;
+  created_at: string;
+  updated_at: string;
 }
 
 interface ChecklistInstance {
@@ -26,15 +46,20 @@ interface ChecklistInstance {
   project_title?: string | null;
 }
 
-type TabId = "templates" | "instances";
+type TabId = "templates" | "mine" | "gallery" | "instances";
 
-const VALID_TABS: TabId[] = ["templates", "instances"];
+const VALID_TABS: TabId[] = ["templates", "mine", "gallery", "instances"];
 
 let allChecklists: ChecklistSummary[] = [];
 let activeRegime = "all";
+let galleryRegime = "all";
 let allInstances: ChecklistInstance[] = [];
 let templatesBySlug: Record<string, ChecklistSummary> = {};
 let instancesLoaded = false;
+let myTemplates: MyChecklist[] = [];
+let myTemplatesLoaded = false;
+let galleryLoaded = false;
+let me: { id: string; email: string } | null = null;
 let activeTab: TabId = "templates";
 
 function esc(s: string): string {
@@ -208,7 +233,10 @@ function showTab(tab: TabId, opts: { pushHistory?: boolean } = {}) {
     el.style.display = el.id === `tab-${tab}` ? "" : "none";
   });
   if (opts.pushHistory ?? true) {
-    const newURL = tab === "instances" ? "/checklists?tab=instances" : "/checklists";
+    let newURL = "/checklists";
+    if (tab === "instances") newURL = "/checklists?tab=instances";
+    if (tab === "mine") newURL = "/checklists?tab=mine";
+    if (tab === "gallery") newURL = "/checklists?tab=gallery";
     if (window.location.pathname + window.location.search !== newURL) {
       window.history.replaceState({}, "", newURL);
     }
@@ -216,6 +244,155 @@ function showTab(tab: TabId, opts: { pushHistory?: boolean } = {}) {
   if (tab === "instances") {
     void loadInstances();
   }
+  if (tab === "mine") {
+    void loadMyTemplates();
+  }
+  if (tab === "gallery") {
+    void loadGallery();
+  }
+}
+
+async function loadGallery(force = false) {
+  if (galleryLoaded && !force) return;
+  galleryLoaded = true;
+  // /api/checklists already returns the merged catalog; the gallery
+  // filter just narrows to non-static + non-owned + non-private.
+  if (allChecklists.length === 0) {
+    await loadTemplates();
+  }
+  renderGallery();
+}
+
+function renderGallery() {
+  const loading = document.getElementById("checklists-gallery-loading")!;
+  const empty = document.getElementById("checklists-gallery-empty")!;
+  const grid = document.getElementById("checklists-gallery-grid") as HTMLElement;
+
+  loading.style.display = "none";
+
+  const visible = allChecklists.filter((c) => {
+    if (c.origin !== "authored") return false;
+    if (me && c.owner_email && me.email.toLowerCase() === c.owner_email.toLowerCase()) return false;
+    if (galleryRegime !== "all" && c.regime !== galleryRegime) return false;
+    return true;
+  });
+
+  if (visible.length === 0) {
+    empty.style.display = "";
+    grid.style.display = "none";
+    return;
+  }
+  empty.style.display = "none";
+  grid.style.display = "";
+
+  const isEN = getLang() === "en";
+  grid.innerHTML = visible.map((c) => {
+    const title = isEN ? c.titleEN : c.titleDE;
+    const desc = isEN ? c.descriptionEN : c.descriptionDE;
+    const court = isEN ? c.courtEN : c.courtDE;
+    const itemsLabel = isEN ? "items" : "Punkte";
+    const visKey = `checklisten.mine.visibility.${c.visibility || ""}`;
+    const visLabel = c.visibility ? esc(t(visKey as never) || c.visibility) : "";
+    const authorLine = c.owner_display_name
+      ? `<p class="checklist-card-author">${esc(t("checklisten.detail.authored.by").replace("{author}", c.owner_display_name))}</p>`
+      : "";
+    return `<a href="/checklists/${esc(c.slug)}" class="checklist-card">
+      <div class="checklist-card-top">
+        <span class="checklist-regime checklist-regime-${esc(c.regime)}">${esc(c.regime)}</span>
+        <span class="checklist-card-count">${c.itemCount} ${itemsLabel}</span>
+      </div>
+      <h2 class="checklist-card-title">${esc(title)}</h2>
+      <p class="checklist-card-desc">${esc(desc)}</p>
+      <p class="checklist-card-court">${esc(court)}</p>
+      ${authorLine}
+      ${visLabel ? `<span class="visibility-chip visibility-chip-${esc(c.visibility || "")}">${visLabel}</span>` : ""}
+    </a>`;
+  }).join("");
+}
+
+function initGalleryFilters() {
+  const container = document.getElementById("checklist-gallery-filters");
+  if (!container) return;
+  container.addEventListener("click", (e) => {
+    const btn = (e.target as HTMLElement).closest<HTMLButtonElement>(".filter-pill");
+    if (!btn) return;
+    container.querySelectorAll(".filter-pill").forEach((p) => p.classList.remove("active"));
+    btn.classList.add("active");
+    galleryRegime = btn.dataset.regime ?? "all";
+    renderGallery();
+  });
+}
+
+async function loadMe() {
+  try {
+    const resp = await fetch("/api/me");
+    if (resp.ok) me = await resp.json();
+  } catch { /* leave me=null */ }
+}
+
+async function loadMyTemplates(force = false) {
+  if (myTemplatesLoaded && !force) return;
+  myTemplatesLoaded = true;
+  const resp = await fetch("/api/checklists/templates/mine");
+  if (!resp.ok) {
+    myTemplates = [];
+  } else {
+    myTemplates = (await resp.json()) ?? [];
+  }
+  renderMyTemplates();
+}
+
+function renderMyTemplates() {
+  const loading = document.getElementById("checklists-mine-loading")!;
+  const empty = document.getElementById("checklists-mine-empty")!;
+  const grid = document.getElementById("checklists-mine-grid") as HTMLElement;
+
+  loading.style.display = "none";
+
+  if (myTemplates.length === 0) {
+    empty.style.display = "";
+    grid.style.display = "none";
+    return;
+  }
+  empty.style.display = "none";
+  grid.style.display = "";
+
+  grid.innerHTML = myTemplates.map((tpl) => {
+    const visKey = `checklisten.mine.visibility.${tpl.visibility}`;
+    const visLabel = esc(t(visKey as never) || tpl.visibility);
+    const titleSafe = esc(tpl.title);
+    return `<article class="checklist-card checklist-card-mine" data-slug="${esc(tpl.slug)}" data-title="${escAttr(tpl.title)}">
+      <div class="checklist-card-top">
+        <span class="checklist-regime checklist-regime-${esc(tpl.regime)}">${esc(tpl.regime)}</span>
+        <span class="checklist-card-count visibility-chip visibility-chip-${esc(tpl.visibility)}">${visLabel}</span>
+      </div>
+      <h2 class="checklist-card-title">
+        <a href="/checklists/${esc(tpl.slug)}">${titleSafe}</a>
+      </h2>
+      <p class="checklist-card-desc">${esc(tpl.description || "")}</p>
+      <p class="checklist-card-court">${esc(tpl.court || "")}</p>
+      <div class="checklist-card-actions">
+        <a class="btn btn-small" href="/checklists/templates/${esc(tpl.slug)}/edit" data-i18n="checklisten.mine.edit">Bearbeiten</a>
+        <button class="btn btn-small btn-danger" data-action="delete" data-slug="${esc(tpl.slug)}" data-title="${escAttr(tpl.title)}" data-i18n="checklisten.mine.delete">L&ouml;schen</button>
+      </div>
+    </article>`;
+  }).join("");
+
+  grid.querySelectorAll<HTMLButtonElement>("button[data-action=delete]").forEach((btn) => {
+    btn.addEventListener("click", async (e) => {
+      e.preventDefault();
+      const slug = btn.dataset.slug!;
+      const title = btn.dataset.title || slug;
+      const msg = t("checklisten.mine.delete.confirm").replace("{title}", title);
+      if (!window.confirm(msg)) return;
+      const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(slug)}`, { method: "DELETE" });
+      if (!resp.ok) {
+        window.alert(t("checklisten.mine.delete.error"));
+        return;
+      }
+      await loadMyTemplates(true);
+    });
+  });
 }
 
 function initTabs() {
@@ -234,11 +411,15 @@ document.addEventListener("DOMContentLoaded", () => {
   initI18n();
   initSidebar();
   initFilters();
+  initGalleryFilters();
   initTabs();
   onLangChange(() => {
     renderTemplates();
     if (instancesLoaded) renderInstances();
+    if (myTemplatesLoaded) renderMyTemplates();
+    if (galleryLoaded) renderGallery();
   });
+  void loadMe();
   void loadTemplates();
   showTab(parseTab(), { pushHistory: false });
 });

frontend/src/client/components/approval-edit-modal.ts

@@ -76,12 +76,15 @@ interface FieldSpec {
   required?: boolean;
 }
 
+// Deadline-only fields rendered in the editable section. `rule_code` and
+// `event_type_ids` are intentionally NOT here — they're bundled into the
+// dedicated "Verfahrenshandlung" section below the base fields so the
+// event-type (parent concept) reads before the rule (m/paliad#56).
 const DEADLINE_FIELDS: ReadonlyArray<FieldSpec> = [
   { key: "title",             labelKey: "deadlines.field.title",        inputType: "text",     required: true },
   { key: "due_date",          labelKey: "deadlines.field.due",          inputType: "date" },
   { key: "original_due_date", labelKey: "approvals.suggest.field.original_due_date", inputType: "date" },
   { key: "warning_date",      labelKey: "approvals.suggest.field.warning_date",      inputType: "date" },
-  { key: "rule_code",         labelKey: "approvals.suggest.field.rule_code",         inputType: "text" },
   { key: "description",       labelKey: "approvals.suggest.field.description",       inputType: "textarea" },
   { key: "notes",             labelKey: "deadlines.field.notes",        inputType: "textarea" },
 ];
@@ -121,7 +124,7 @@ export async function openApprovalEditModal(
   let eventTypePicker: PickerHandle | null = null;
   let eventTypePickerLoaded = false;
   if (args.entityType === "deadline") {
-    const pickerSection = renderEventTypePickerSection();
+    const pickerSection = renderEventTypePickerSection(original, preImage);
     body.appendChild(pickerSection.section);
     void (async () => {
       try {
@@ -191,67 +194,94 @@ function renderFieldsSection(
   section.appendChild(h);
 
   for (const f of fields) {
-    const wrap = document.createElement("div");
-    wrap.className = "form-field approval-suggest-field";
-
-    const label = document.createElement("label");
-    label.textContent = t(f.labelKey as never);
-    wrap.appendChild(label);
-
-    const value = formatFieldForInput(original[f.key], f.inputType);
-
-    let input: HTMLInputElement | HTMLTextAreaElement;
-    if (f.inputType === "textarea") {
-      input = document.createElement("textarea");
-      input.rows = 3;
-      (input as HTMLTextAreaElement).value = value;
-    } else {
-      input = document.createElement("input");
-      (input as HTMLInputElement).type = f.inputType;
-      (input as HTMLInputElement).value = value;
-    }
-    input.dataset.suggestField = f.key;
-    input.dataset.suggestOriginal = value;
-    input.dataset.suggestInputType = f.inputType;
-    if (f.required) input.required = true;
-
-    // Wire the <label> to focus the <input> on click.
-    const inputID = `suggest-field-${f.key}`;
-    input.id = inputID;
-    label.setAttribute("for", inputID);
-
-    wrap.appendChild(input);
-
-    // "Vorher" hint when pre_image carries a distinct value for this field.
-    const preVal = formatFieldForInput(preImage[f.key], f.inputType);
-    if (preVal && preVal !== value) {
-      const hint = document.createElement("span");
-      hint.className = "approval-suggest-prehint";
-      hint.textContent = `${t("approvals.diff.before")}: ${preVal}`;
-      wrap.appendChild(hint);
-    }
-
-    section.appendChild(wrap);
+    section.appendChild(renderSingleField(f, original, preImage));
   }
   return section;
 }
 
-function renderEventTypePickerSection(): { section: HTMLElement; host: HTMLElement } {
+// Verfahrenshandlung section — bundles the event-type picker and the
+// rule_code input so the editor reads "what procedural step? which rule
+// cites it?" instead of two disconnected fields with rule above type
+// (m/paliad#56). The hint underneath spells out the parent/child
+// relationship so first-time editors don't read them as peers.
+function renderEventTypePickerSection(
+  original: Record<string, unknown>,
+  preImage: Record<string, unknown>,
+): { section: HTMLElement; host: HTMLElement } {
   const section = document.createElement("section");
   section.className = "approval-suggest-section approval-suggest-section--editable";
 
   const h = document.createElement("h3");
   h.className = "approval-suggest-section-title";
-  h.textContent = t("deadlines.field.event_type");
+  h.textContent = t("approvals.suggest.section.event_type_rule");
   section.appendChild(h);
 
   const host = document.createElement("div");
   host.className = "approval-suggest-event-type-picker";
   section.appendChild(host);
 
+  // Rule citation — rendered as a sub-field directly beneath the picker so
+  // the visual hierarchy matches the conceptual one (rule is meta on the
+  // event type, not a peer).
+  const ruleField: FieldSpec = {
+    key: "rule_code",
+    labelKey: "approvals.suggest.field.rule_code",
+    inputType: "text",
+  };
+  section.appendChild(renderSingleField(ruleField, original, preImage));
+
   return { section, host };
 }
 
+// renderSingleField builds one labelled input in the same shape as the
+// fields-section loop. Extracted so the Verfahrenshandlung section can
+// host the rule_code input next to the picker without duplicating the
+// wiring (dirty-tracking, pre_image hint, label/for binding).
+function renderSingleField(
+  f: FieldSpec,
+  original: Record<string, unknown>,
+  preImage: Record<string, unknown>,
+): HTMLElement {
+  const wrap = document.createElement("div");
+  wrap.className = "form-field approval-suggest-field";
+
+  const label = document.createElement("label");
+  label.textContent = t(f.labelKey as never);
+  wrap.appendChild(label);
+
+  const value = formatFieldForInput(original[f.key], f.inputType);
+
+  let input: HTMLInputElement | HTMLTextAreaElement;
+  if (f.inputType === "textarea") {
+    input = document.createElement("textarea");
+    input.rows = 3;
+    (input as HTMLTextAreaElement).value = value;
+  } else {
+    input = document.createElement("input");
+    (input as HTMLInputElement).type = f.inputType;
+    (input as HTMLInputElement).value = value;
+  }
+  input.dataset.suggestField = f.key;
+  input.dataset.suggestOriginal = value;
+  input.dataset.suggestInputType = f.inputType;
+  if (f.required) input.required = true;
+
+  const inputID = `suggest-field-${f.key}`;
+  input.id = inputID;
+  label.setAttribute("for", inputID);
+
+  wrap.appendChild(input);
+
+  const preVal = formatFieldForInput(preImage[f.key], f.inputType);
+  if (preVal && preVal !== value) {
+    const hint = document.createElement("span");
+    hint.className = "approval-suggest-prehint";
+    hint.textContent = `${t("approvals.diff.before")}: ${preVal}`;
+    wrap.appendChild(hint);
+  }
+  return wrap;
+}
+
 function renderContextSection(
   args: ApprovalEditModalArgs,
   original: Record<string, unknown>,

frontend/src/client/dashboard-grid.test.ts

@@ -0,0 +1,226 @@
+import { describe, expect, test } from "bun:test";
+import {
+  GRID_COLUMNS,
+  clampH,
+  clampW,
+  placeWidgets,
+  type WidgetPlacementInput,
+} from "./dashboard-grid";
+
+// Regression suite for m/paliad#70 (t-paliad-228): the post-#69 edit
+// mode produced overlapping widgets when a 2-col widget sat next to a
+// 1-col widget on the same row, when a drag swapped widgets of
+// different widths, and when a resize grew a widget into a sibling. The
+// fix moved the placement math into ./dashboard-grid + made it
+// collision-aware. These tests pin the no-overlap invariant.
+
+function spec(
+  key: string,
+  x: number | undefined,
+  y: number | undefined,
+  w: number,
+  h = 1,
+  visible = true,
+): WidgetPlacementInput {
+  return { key, visible, x, y, w, h };
+}
+
+// hasOverlap returns true if any placed pair shares a cell. O(n²) is
+// fine — layouts cap at 32 widgets and the tests stay tiny.
+function hasOverlap(rects: Map<string, { x: number; y: number; w: number; h: number }>): string | null {
+  const list = Array.from(rects.entries());
+  for (let i = 0; i < list.length; i++) {
+    const [ka, a] = list[i];
+    for (let j = i + 1; j < list.length; j++) {
+      const [kb, b] = list[j];
+      const xOverlap = a.x < b.x + b.w && b.x < a.x + a.w;
+      const yOverlap = a.y < b.y + b.h && b.y < a.y + a.h;
+      if (xOverlap && yOverlap) return `${ka} ↔ ${kb} at (${a.x},${a.y},${a.w}x${a.h}) vs (${b.x},${b.y},${b.w}x${b.h})`;
+    }
+  }
+  return null;
+}
+
+describe("placeWidgets — basic auto-flow", () => {
+  test("places two 6-wide widgets side by side on row 0", () => {
+    const out = placeWidgets([
+      spec("a", undefined, undefined, 6),
+      spec("b", undefined, undefined, 6),
+    ]);
+    expect(out.get("a")).toEqual({ x: 0, y: 0, w: 6, h: 1 });
+    expect(out.get("b")).toEqual({ x: 6, y: 0, w: 6, h: 1 });
+    expect(hasOverlap(out)).toBeNull();
+  });
+
+  test("wraps when row doesn't fit", () => {
+    const out = placeWidgets([
+      spec("a", undefined, undefined, 8),
+      spec("b", undefined, undefined, 8),
+    ]);
+    expect(out.get("a")!.y).toBe(0);
+    expect(out.get("b")!.y).toBeGreaterThan(0);
+    expect(hasOverlap(out)).toBeNull();
+  });
+
+  test("hidden widgets are skipped and reserve no cells", () => {
+    const out = placeWidgets([
+      spec("hidden", 0, 0, 12, 1, false),
+      spec("visible", undefined, undefined, 6),
+    ]);
+    expect(out.has("hidden")).toBe(false);
+    expect(out.get("visible")).toEqual({ x: 0, y: 0, w: 6, h: 1 });
+  });
+});
+
+describe("placeWidgets — explicit positions, no collision", () => {
+  test("trusts non-colliding explicit positions exactly", () => {
+    const out = placeWidgets([
+      spec("a", 0, 0, 6),
+      spec("b", 6, 0, 6),
+      spec("c", 0, 1, 12),
+    ]);
+    expect(out.get("a")).toEqual({ x: 0, y: 0, w: 6, h: 1 });
+    expect(out.get("b")).toEqual({ x: 6, y: 0, w: 6, h: 1 });
+    expect(out.get("c")).toEqual({ x: 0, y: 1, w: 12, h: 1 });
+    expect(hasOverlap(out)).toBeNull();
+  });
+});
+
+describe("placeWidgets — mixed-width collision (m/paliad#70 regression)", () => {
+  test("1-col + 2-col on same row do not overlap when both explicit", () => {
+    // Half-width left + half-width right is the canonical 'two widgets per
+    // row' layout; pre-fix this was fine but the next regression below
+    // exercises the actual bug.
+    const out = placeWidgets([
+      spec("left", 0, 0, 6),
+      spec("right", 6, 0, 6),
+    ]);
+    expect(hasOverlap(out)).toBeNull();
+  });
+
+  test("4-col + 8-col both claiming (0,0) end up non-overlapping", () => {
+    // Simulates a post-#69 layout where a 4-wide widget sits at (0, 0)
+    // and an 8-wide widget got accidentally placed at (0, 0) too (e.g.
+    // a buggy reset path or a stale spec from before #70). Placer must
+    // honour the first one's position and fit the second somewhere
+    // free — landing it on the same row at x=4 is acceptable (better
+    // density) as long as nothing overlaps.
+    const out = placeWidgets([
+      spec("first", 0, 0, 4),
+      spec("colliding", 0, 0, 8),
+    ]);
+    expect(out.get("first")).toEqual({ x: 0, y: 0, w: 4, h: 1 });
+    expect(out.get("colliding")!.w).toBe(8);
+    expect(hasOverlap(out)).toBeNull();
+  });
+
+  test("drag-drop swap of 12-wide onto 6-wide does not overlap", () => {
+    // Setup before swap:
+    //   A at (0, 0, w=12) — full width row 0
+    //   B at (0, 1, w=6)  — half row 1 left
+    //   C at (6, 1, w=6)  — half row 1 right
+    // User drags A onto B. reorderViaDnd swaps (x, y):
+    //   A.x=0, A.y=1
+    //   B.x=0, B.y=0
+    // Result must not overlap C.
+    const out = placeWidgets([
+      spec("a", 0, 1, 12),
+      spec("b", 0, 0, 6),
+      spec("c", 6, 1, 6),
+    ]);
+    expect(hasOverlap(out)).toBeNull();
+  });
+
+  test("auto-flow widget steps past explicit blocker on same row", () => {
+    // Explicit widget at (6, 0, w=6); auto-flow widget would pack into
+    // (0, 0, w=6) which is fine — but the next auto-flow widget at w=6
+    // would want (6, 0) which is taken. Placer must wrap it.
+    const out = placeWidgets([
+      spec("flow-a", undefined, undefined, 6),
+      spec("anchored", 6, 0, 6),
+      spec("flow-b", undefined, undefined, 6),
+    ]);
+    expect(out.get("flow-a")).toEqual({ x: 0, y: 0, w: 6, h: 1 });
+    expect(out.get("anchored")).toEqual({ x: 6, y: 0, w: 6, h: 1 });
+    expect(out.get("flow-b")!.y).toBeGreaterThan(0);
+    expect(hasOverlap(out)).toBeNull();
+  });
+});
+
+describe("placeWidgets — resize-grow shifts siblings", () => {
+  test("growing a 6-wide to 12-wide bumps the sibling on the same row", () => {
+    // Pre-resize state:
+    //   A at (0, 0, w=6)
+    //   B at (6, 0, w=6)
+    // User resizes A to w=12. resizeWidget() updates A.w but leaves B
+    // at (6, 0). Placer must shift B down.
+    const out = placeWidgets([
+      spec("a", 0, 0, 12),
+      spec("b", 6, 0, 6),
+    ]);
+    expect(out.get("a")).toEqual({ x: 0, y: 0, w: 12, h: 1 });
+    expect(out.get("b")!.y).toBeGreaterThan(0);
+    expect(hasOverlap(out)).toBeNull();
+  });
+
+  test("growing widget pushes only the first colliding sibling", () => {
+    // A grows to 12-wide; B and C on row 0 are both colliding. Both must
+    // move; their relative order on row 0 is preserved (B at x=0, C at
+    // x=6) on row 1.
+    const out = placeWidgets([
+      spec("a", 0, 0, 12),
+      spec("b", 0, 0, 4),
+      spec("c", 4, 0, 4),
+    ]);
+    expect(hasOverlap(out)).toBeNull();
+    expect(out.get("a")!.y).toBe(0);
+    expect(out.get("b")!.y).toBeGreaterThan(0);
+    expect(out.get("c")!.y).toBeGreaterThan(0);
+  });
+});
+
+describe("placeWidgets — explicit position overflow clamp", () => {
+  test("x+w > GRID_COLUMNS is clamped not rejected", () => {
+    // A 12-wide widget with x=6 would extend past col 11. Placer must
+    // clamp x to 0 (or wherever fits) so the widget renders inside the
+    // grid.
+    const out = placeWidgets([
+      spec("wide", 6, 0, 12),
+    ]);
+    const r = out.get("wide")!;
+    expect(r.x + r.w).toBeLessThanOrEqual(GRID_COLUMNS);
+    expect(r.w).toBe(12);
+  });
+});
+
+describe("placeWidgets — vertical (multi-row) widgets", () => {
+  test("a 2-row-tall widget reserves both rows", () => {
+    const out = placeWidgets([
+      spec("tall", 0, 0, 6, 2),
+      spec("collides-on-row-1", 0, 1, 6, 1),
+    ]);
+    expect(out.get("tall")).toEqual({ x: 0, y: 0, w: 6, h: 2 });
+    // The colliding widget must move because tall covers cols 0..5
+    // on both row 0 and row 1. The placer may shift it to the right
+    // half of row 1 (cols 6..11) or to a later row — either is fine
+    // as long as nothing overlaps.
+    const other = out.get("collides-on-row-1")!;
+    expect(other.x >= 6 || other.y >= 2).toBe(true);
+    expect(hasOverlap(out)).toBeNull();
+  });
+});
+
+describe("clamp helpers", () => {
+  test("clampW respects min/max bounds", () => {
+    expect(clampW(2, { min_w: 4, max_w: 12 })).toBe(4);
+    expect(clampW(20, { min_w: 4, max_w: 12 })).toBe(12);
+    expect(clampW(0, { default_w: 6 })).toBe(6);
+    expect(clampW(NaN, { default_w: 8 })).toBe(8);
+  });
+
+  test("clampH respects min/max bounds and MAX_ROW_SPAN", () => {
+    expect(clampH(0, { default_h: 2 })).toBe(2);
+    expect(clampH(99, undefined)).toBe(5); // MAX_ROW_SPAN
+    expect(clampH(1, { min_h: 3 })).toBe(3);
+  });
+});

frontend/src/client/dashboard-grid.ts

@@ -0,0 +1,216 @@
+// dashboard-grid — pure layout math for the dashboard widget grid.
+//
+// Lives outside dashboard.ts so the placement logic is importable from
+// tests without dragging in the DOM-side rendering code. The grid is a
+// 12-column CSS Grid matching internal/services/dashboard_layout_spec.go;
+// rows grow vertically as widgets are placed.
+//
+// The core invariant is no-overlap: after placeWidgets() returns, every
+// pair of widgets occupies disjoint cells. Pre-overhaul callers wrote
+// computePlacements() to trust explicit (x, y) without checking — that
+// produced visual overlap whenever a drag or resize landed a widget on
+// cells another widget already covered (m/paliad#70). The collision-
+// aware placer below shifts colliding widgets to the next free row so
+// the rendered grid never overlaps regardless of the input spec.
+
+export const GRID_COLUMNS = 12;
+export const MAX_ROW_SPAN = 5;
+
+// Hard cap on the row-scan depth in findFreeSlot. The widget cap on a
+// single layout is 32 (LayoutWidgetCap on the Go side); each row holds
+// at least one widget, so 256 rows is an order-of-magnitude buffer
+// against runaway loops on pathological inputs.
+const MAX_SCAN_ROWS = 256;
+
+export interface PlacedRect {
+  x: number;
+  y: number;
+  w: number;
+  h: number;
+}
+
+// WidgetSizeBound captures the per-widget min/max/default clamps the
+// catalog publishes. Optional fields keep callers from having to
+// synthesize zeroes when the catalog entry is missing.
+export interface WidgetSizeBound {
+  default_w?: number;
+  default_h?: number;
+  min_w?: number;
+  max_w?: number;
+  min_h?: number;
+  max_h?: number;
+}
+
+// WidgetPlacementInput is the per-widget data the placer consumes. The
+// catalog bound is optional — when missing, defaults fall back to a
+// full-width 1-row widget.
+export interface WidgetPlacementInput {
+  key: string;
+  visible: boolean;
+  x?: number;
+  y?: number;
+  w?: number;
+  h?: number;
+  bound?: WidgetSizeBound;
+}
+
+export function clampW(w: number, bound: WidgetSizeBound | undefined): number {
+  let v = Math.round(w);
+  if (!Number.isFinite(v) || v <= 0) v = bound?.default_w ?? GRID_COLUMNS;
+  v = Math.max(1, Math.min(GRID_COLUMNS, v));
+  if (bound?.min_w && v < bound.min_w) v = bound.min_w;
+  if (bound?.max_w && v > bound.max_w) v = bound.max_w;
+  return v;
+}
+
+export function clampH(h: number, bound: WidgetSizeBound | undefined): number {
+  let v = Math.round(h);
+  if (!Number.isFinite(v) || v <= 0) v = bound?.default_h ?? 1;
+  v = Math.max(1, Math.min(MAX_ROW_SPAN, v));
+  if (bound?.min_h && v < bound.min_h) v = bound.min_h;
+  if (bound?.max_h && v > bound.max_h) v = bound.max_h;
+  return v;
+}
+
+// Occupancy bitmap: one row → Uint8Array of GRID_COLUMNS bits. Rows are
+// created lazily so the map only stores rows the layout actually
+// reaches. Cell value 1 = occupied.
+class Occupancy {
+  private rows = new Map<number, Uint8Array>();
+
+  row(y: number): Uint8Array {
+    let r = this.rows.get(y);
+    if (!r) {
+      r = new Uint8Array(GRID_COLUMNS);
+      this.rows.set(y, r);
+    }
+    return r;
+  }
+
+  free(x: number, y: number, w: number, h: number): boolean {
+    if (x < 0 || y < 0 || x + w > GRID_COLUMNS) return false;
+    for (let yy = y; yy < y + h; yy++) {
+      const row = this.row(yy);
+      for (let xx = x; xx < x + w; xx++) {
+        if (row[xx]) return false;
+      }
+    }
+    return true;
+  }
+
+  mark(x: number, y: number, w: number, h: number): void {
+    for (let yy = y; yy < y + h; yy++) {
+      const row = this.row(yy);
+      for (let xx = x; xx < x + w; xx++) row[xx] = 1;
+    }
+  }
+}
+
+// findFreeSlot scans for the first (x, y) where a w×h block fits without
+// collision, starting at row startY. At each row preferX is tried first
+// — that keeps a widget close to its requested column when only the row
+// is blocked. Falls back to left-to-right scan within the row, then to
+// the next row. Caller guarantees w ≤ GRID_COLUMNS.
+function findFreeSlot(
+  occ: Occupancy,
+  startY: number,
+  w: number,
+  h: number,
+  preferX: number,
+): { x: number; y: number } {
+  for (let y = startY; y < startY + MAX_SCAN_ROWS; y++) {
+    if (preferX >= 0 && preferX + w <= GRID_COLUMNS && occ.free(preferX, y, w, h)) {
+      return { x: preferX, y };
+    }
+    for (let x = 0; x + w <= GRID_COLUMNS; x++) {
+      if (x === preferX) continue;
+      if (occ.free(x, y, w, h)) return { x, y };
+    }
+  }
+  // Pathological fallback — caller's widget cap (32) makes this
+  // unreachable in practice. Snap to the bottom-left so the widget at
+  // least renders somewhere visible instead of vanishing.
+  return { x: 0, y: startY + MAX_SCAN_ROWS };
+}
+
+// placeWidgets assigns no-overlap grid coordinates to every visible
+// widget. Hidden widgets are skipped and contribute no placement.
+//
+// Algorithm: iterate widgets in input order. For each visible widget:
+//   1. Clamp w/h against catalog bounds.
+//   2. If the spec carries explicit x and y, try that slot. On a
+//      collision, search downward starting at the requested y for the
+//      first free w×h block (preferring the requested x).
+//   3. If only x is explicit, search from y=0 at that x.
+//   4. Otherwise auto-flow: pack left-to-right under a running cursor;
+//      when the row doesn't fit or is blocked by an explicitly-placed
+//      widget, wrap to the next free row.
+//
+// The mixed-spec case (some widgets explicit, others auto-flow) is the
+// real-world layout — placing the explicit widgets first would change
+// the visual order, so we keep input order and let auto-flow widgets
+// step around any explicit blockers via the same collision search.
+export function placeWidgets(
+  widgets: WidgetPlacementInput[],
+): Map<string, PlacedRect> {
+  const out = new Map<string, PlacedRect>();
+  const occ = new Occupancy();
+
+  // Auto-flow cursor — advances as we place flowed widgets. cursorY
+  // tracks the row currently being filled; rowMaxH is the tallest
+  // widget in that row so wrapping advances past it (not just past the
+  // new widget's height — that would let taller previous neighbours
+  // overlap into the wrap row).
+  let cursorX = 0;
+  let cursorY = 0;
+  let rowMaxH = 0;
+
+  for (const w of widgets) {
+    if (!w.visible) continue;
+    const dw = clampW(w.w ?? w.bound?.default_w ?? GRID_COLUMNS, w.bound);
+    const dh = clampH(w.h ?? w.bound?.default_h ?? 1, w.bound);
+
+    const hasX = typeof w.x === "number";
+    const hasY = typeof w.y === "number";
+    let placed: { x: number; y: number };
+
+    if (hasX && hasY) {
+      // Clamp x so the widget never overflows the right edge — drag/
+      // resize gestures can produce x+w > GRID_COLUMNS otherwise.
+      const prefX = Math.max(0, Math.min(GRID_COLUMNS - dw, w.x as number));
+      const prefY = Math.max(0, w.y as number);
+      if (occ.free(prefX, prefY, dw, dh)) {
+        placed = { x: prefX, y: prefY };
+      } else {
+        placed = findFreeSlot(occ, prefY, dw, dh, prefX);
+      }
+    } else if (hasX) {
+      const prefX = Math.max(0, Math.min(GRID_COLUMNS - dw, w.x as number));
+      placed = findFreeSlot(occ, 0, dw, dh, prefX);
+    } else {
+      // Auto-flow. Wrap the cursor when the widget wouldn't fit in the
+      // remaining columns of the current row, then ask findFreeSlot to
+      // honour the cursor's preferred (x, y) — that lets it step past
+      // any explicit widget that already claimed cells under the
+      // cursor.
+      if (cursorX + dw > GRID_COLUMNS) {
+        cursorY += rowMaxH || 1;
+        cursorX = 0;
+        rowMaxH = 0;
+      }
+      placed = findFreeSlot(occ, cursorY, dw, dh, cursorX);
+      if (placed.y > cursorY) {
+        // Wrap was forced by a collision deeper than the current row.
+        cursorY = placed.y;
+        rowMaxH = 0;
+      }
+      cursorX = placed.x + dw;
+      if (dh > rowMaxH) rowMaxH = dh;
+    }
+
+    occ.mark(placed.x, placed.y, dw, dh);
+    out.set(w.key, { x: placed.x, y: placed.y, w: dw, h: dh });
+  }
+
+  return out;
+}

frontend/src/client/deadlines-calendar.ts

@@ -1,181 +0,0 @@
-import { initI18n, onLangChange, t, tDyn, getLang } from "./i18n";
-import { initSidebar } from "./sidebar";
-
-interface Deadline {
-  id: string;
-  project_id: string;
-  title: string;
-  due_date: string;
-  status: string;
-  project_reference: string;
-  project_title: string;
-}
-
-let allDeadlines: Deadline[] = [];
-let viewYear = 0;
-let viewMonth = 0; // 0-11
-
-function esc(s: string): string {
-  const d = document.createElement("div");
-  d.textContent = s;
-  return d.innerHTML;
-}
-
-function fmtMonth(year: number, month: number): string {
-  return `${tDyn(`cal.month.${month}`)} ${year}`;
-}
-
-function urgencyClass(due: string, status: string): string {
-  if (status === "completed") return "frist-urgency-done";
-  const today = new Date();
-  today.setHours(0, 0, 0, 0);
-  const d = new Date(due.slice(0, 10) + "T00:00:00");
-  const diffDays = Math.floor((d.getTime() - today.getTime()) / 86400000);
-  if (diffDays < 0) return "frist-urgency-overdue";
-  if (diffDays <= 7) return "frist-urgency-soon";
-  return "frist-urgency-later";
-}
-
-async function loadDeadlines() {
-  try {
-    const resp = await fetch("/api/deadlines?status=all");
-    if (resp.ok) allDeadlines = await resp.json();
-  } catch {
-    /* non-fatal */
-  }
-}
-
-function deadlinesForDate(iso: string): Deadline[] {
-  return allDeadlines.filter((f) => f.due_date.slice(0, 10) === iso);
-}
-
-function isoDate(year: number, month: number, day: number): string {
-  const m = String(month + 1).padStart(2, "0");
-  const d = String(day).padStart(2, "0");
-  return `${year}-${m}-${d}`;
-}
-
-function render() {
-  document.getElementById("cal-month-label")!.textContent = fmtMonth(viewYear, viewMonth);
-
-  const firstDay = new Date(viewYear, viewMonth, 1);
-  const jsWeekday = firstDay.getDay();
-  const offset = (jsWeekday + 6) % 7;
-  const daysInMonth = new Date(viewYear, viewMonth + 1, 0).getDate();
-  const today = new Date();
-  const todayISO = isoDate(today.getFullYear(), today.getMonth(), today.getDate());
-
-  const cells: string[] = [];
-  for (let i = 0; i < offset; i++) {
-    cells.push(`<div class="frist-cal-cell frist-cal-cell-empty"></div>`);
-  }
-  for (let day = 1; day <= daysInMonth; day++) {
-    const iso = isoDate(viewYear, viewMonth, day);
-    const items = deadlinesForDate(iso);
-    const isToday = iso === todayISO;
-
-    const dots = items
-      .slice(0, 4)
-      .map((f) => `<span class="frist-cal-dot ${urgencyClass(f.due_date, f.status)}"></span>`)
-      .join("");
-    const more = items.length > 4 ? `<span class="frist-cal-more">+${items.length - 4}</span>` : "";
-
-    cells.push(
-      `<div class="frist-cal-cell${isToday ? " frist-cal-today" : ""}${items.length > 0 ? " frist-cal-cell-has" : ""}" data-iso="${iso}">
-        <span class="frist-cal-day">${day}</span>
-        <div class="frist-cal-dots">${dots}${more}</div>
-      </div>`,
-    );
-  }
-
-  const grid = document.getElementById("deadline-cal-grid")!;
-  grid.innerHTML = cells.join("");
-
-  grid.querySelectorAll<HTMLElement>(".frist-cal-cell-has").forEach((cell) => {
-    cell.addEventListener("click", () => openPopup(cell.dataset.iso!));
-  });
-
-  const monthStart = isoDate(viewYear, viewMonth, 1);
-  const monthEnd = isoDate(viewYear, viewMonth, daysInMonth);
-  const hasInMonth = allDeadlines.some((f) => {
-    const iso = f.due_date.slice(0, 10);
-    return iso >= monthStart && iso <= monthEnd;
-  });
-  const empty = document.getElementById("deadline-cal-empty")!;
-  empty.style.display = hasInMonth ? "none" : "";
-}
-
-function openPopup(iso: string) {
-  const items = deadlinesForDate(iso);
-  if (items.length === 0) return;
-  const popup = document.getElementById("cal-popup")!;
-  const dateEl = document.getElementById("cal-popup-date")!;
-  const list = document.getElementById("cal-popup-list")!;
-
-  const d = new Date(iso + "T00:00:00");
-  dateEl.textContent = d.toLocaleDateString(getLang() === "de" ? "de-DE" : "en-GB", {
-    weekday: "long",
-    year: "numeric",
-    month: "long",
-    day: "numeric",
-  });
-
-  list.innerHTML = items
-    .map((f) => {
-      const cls = urgencyClass(f.due_date, f.status);
-      return `<li class="frist-cal-popup-item">
-        <span class="frist-cal-dot ${cls}"></span>
-        <a href="/deadlines/${esc(f.id)}" class="frist-cal-popup-title">${esc(f.title)}</a>
-        <a href="/projects/${esc(f.project_id)}" class="frist-cal-popup-project">${esc(f.project_reference)}</a>
-      </li>`;
-    })
-    .join("");
-  popup.style.display = "flex";
-}
-
-function initPopup() {
-  const popup = document.getElementById("cal-popup")!;
-  const close = document.getElementById("cal-popup-close")!;
-  close.addEventListener("click", () => (popup.style.display = "none"));
-  popup.addEventListener("click", (e) => {
-    if (e.target === e.currentTarget) popup.style.display = "none";
-  });
-}
-
-function initNav() {
-  document.getElementById("cal-prev")!.addEventListener("click", () => {
-    viewMonth -= 1;
-    if (viewMonth < 0) {
-      viewMonth = 11;
-      viewYear -= 1;
-    }
-    render();
-  });
-  document.getElementById("cal-next")!.addEventListener("click", () => {
-    viewMonth += 1;
-    if (viewMonth > 11) {
-      viewMonth = 0;
-      viewYear += 1;
-    }
-    render();
-  });
-  document.getElementById("cal-today")!.addEventListener("click", () => {
-    const now = new Date();
-    viewYear = now.getFullYear();
-    viewMonth = now.getMonth();
-    render();
-  });
-}
-
-document.addEventListener("DOMContentLoaded", async () => {
-  initI18n();
-  initSidebar();
-  const now = new Date();
-  viewYear = now.getFullYear();
-  viewMonth = now.getMonth();
-  initNav();
-  initPopup();
-  onLangChange(render);
-  await loadDeadlines();
-  render();
-});

frontend/src/client/events.ts

@@ -8,6 +8,7 @@ import {
   type FilterHandle,
 } from "./event-types";
 import { projectIndent } from "./project-indent";
+import { mountCalendar, type CalendarHandle, type CalendarItem } from "./calendar/mount-calendar";
 
 // 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
@@ -125,8 +126,11 @@ const STATUS_OPTIONS_DEADLINE: StatusOption[] = [
   { value: "completed", key: "deadlines.filter.completed" },
 ];
 
+// Appointment status options — m/paliad#54: the legacy 'upcoming' /
+// "Ab heute" option was a UI lie (backend never narrowed past events for
+// appointments) and is removed. 'today' is the sane default — matches the
+// dashboard tile. 'all' stays as the explicit opt-in for past events.
 const STATUS_OPTIONS_APPOINTMENT: StatusOption[] = [
-  { value: "upcoming", key: "events.filter.status.upcoming" },
   { value: "today", key: "deadlines.filter.today" },
   { value: "this_week", key: "deadlines.filter.thisweek" },
   { value: "next_week", key: "deadlines.filter.nextweek" },
@@ -140,7 +144,7 @@ function statusOptionsFor(type: EventTypeChoice): StatusOption[] {
 }
 
 function defaultStatusFor(type: EventTypeChoice): string {
-  return type === "appointment" ? "upcoming" : "pending";
+  return type === "appointment" ? "today" : "pending";
 }
 
 let currentType: EventTypeChoice = "deadline";
@@ -154,8 +158,10 @@ let me: Me | null = null;
 let eventTypeFilter: FilterHandle | null = null;
 let eventTypeByID: Map<string, EventType> = new Map();
 let loadedOK = false;
-let calYear = 0;
-let calMonth = 0;
+// Calendar handle is created lazily when /events first switches into the
+// Kalender view (t-paliad-224). The handle owns its own month/week/day
+// state + ?cal_view / ?cal_date URL contract via mountCalendar.
+let calendar: CalendarHandle | null = null;
 
 function urlParams(): URLSearchParams {
   return new URLSearchParams(window.location.search);
@@ -426,12 +432,13 @@ function hideTableAndCalendar() {
   const calWrap = document.getElementById("events-calendar-wrap");
   if (tableWrap) tableWrap.style.display = "none";
   if (calWrap) calWrap.hidden = true;
+  teardownCalendar();
 }
 
 function render() {
   if (!loadedOK) return;
   if (currentView === "calendar") {
-    renderCalendar();
+    renderCalendarView();
   } else {
     renderTable();
   }
@@ -554,135 +561,57 @@ function renderRow(item: EventListItem, showReopen: boolean): string {
   </tr>`;
 }
 
-// itemDateISO returns the per-item bucketing date (YYYY-MM-DD) used when
-// plotting an event onto the calendar. Deadlines bucket on due_date;
-// appointments on start_at's local-date component.
-function itemDateISO(item: EventListItem): string {
+// toCalendarItem adapts an EventListItem to the canonical CalendarItem
+// shape consumed by mountCalendar (t-paliad-224). Bucketing date matches
+// the pre-refactor behaviour: deadlines bucket on due_date (fallback to
+// event_date); appointments bucket on start_at (fallback to event_date).
+function toCalendarItem(item: EventListItem): CalendarItem {
+  let bucketDate: string;
   if (item.type === "deadline") {
-    const src = item.due_date ?? item.event_date;
-    return src.slice(0, 10);
+    bucketDate = item.due_date ?? item.event_date;
+  } else if (item.start_at) {
+    bucketDate = item.start_at;
+  } else {
+    bucketDate = item.event_date;
   }
-  if (!item.start_at) return item.event_date.slice(0, 10);
-  const d = new Date(item.start_at);
-  return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}-${String(d.getDate()).padStart(2, "0")}`;
+  return {
+    kind: item.type,
+    id: item.id,
+    title: item.title,
+    event_date: bucketDate,
+    project_id: item.project_id,
+    project_title: item.project_title,
+    project_reference: item.project_reference,
+  };
 }
 
-function isoDate(year: number, month: number, day: number): string {
-  return `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
-}
-
-function fmtMonthYear(year: number, month: number): string {
-  return `${tDyn(`cal.month.${month}`)} ${year}`;
-}
-
-function calDotClass(item: EventListItem): string {
-  // Per-item dot colour. Deadlines reuse the existing urgency palette;
-  // appointments get their own colour so they're visually distinct from
-  // deadlines on a mixed (Beides) calendar.
-  if (item.type === "appointment") return "events-cal-dot-appointment";
-  return urgencyClass(item).replace("frist-urgency-", "frist-urgency-");
-}
-
-function renderCalendar() {
-  const wrap = document.getElementById("events-calendar-wrap")!;
-  const grid = document.getElementById("events-cal-grid")!;
-  const empty = document.getElementById("events-cal-empty") as HTMLElement;
-  const monthLabel = document.getElementById("events-cal-month-label")!;
+function renderCalendarView() {
+  const host = document.getElementById("events-calendar-wrap");
+  if (!host) return;
   const tableEmpty = document.getElementById("events-empty")!;
   const tableEmptyFiltered = document.getElementById("events-empty-filtered")!;
-
-  // Calendar always renders the visible month from allItems, regardless of
-  // pristine vs filtered state — empty calendar is allowed (the per-month
-  // empty hint communicates "no items in this month" without confusing it
-  // with the table-mode "no items at all" empty state).
   tableEmpty.style.display = "none";
   tableEmptyFiltered.style.display = "none";
-  wrap.hidden = false;
+  (host as HTMLElement).hidden = false;
 
-  monthLabel.textContent = fmtMonthYear(calYear, calMonth);
-
-  const firstDay = new Date(calYear, calMonth, 1);
-  const jsWeekday = firstDay.getDay();
-  const offset = (jsWeekday + 6) % 7;
-  const daysInMonth = new Date(calYear, calMonth + 1, 0).getDate();
-  const today = new Date();
-  const todayISO = isoDate(today.getFullYear(), today.getMonth(), today.getDate());
-
-  // Bucket items by ISO date once, so day-cell rendering is O(d) not O(d*n).
-  const byDate = new Map<string, EventListItem[]>();
-  for (const item of allItems) {
-    const iso = itemDateISO(item);
-    const list = byDate.get(iso);
-    if (list) list.push(item);
-    else byDate.set(iso, [item]);
+  const items = allItems.map(toCalendarItem);
+  if (calendar) {
+    calendar.update(items);
+    return;
   }
-
-  const cells: string[] = [];
-  for (let i = 0; i < offset; i++) {
-    cells.push(`<div class="frist-cal-cell frist-cal-cell-empty"></div>`);
-  }
-  for (let day = 1; day <= daysInMonth; day++) {
-    const iso = isoDate(calYear, calMonth, day);
-    const items = byDate.get(iso) ?? [];
-    const isToday = iso === todayISO;
-    const dots = items
-      .slice(0, 4)
-      .map((it) => `<span class="frist-cal-dot ${calDotClass(it)}"></span>`)
-      .join("");
-    const more = items.length > 4 ? `<span class="frist-cal-more">+${items.length - 4}</span>` : "";
-    cells.push(
-      `<div class="frist-cal-cell${isToday ? " frist-cal-today" : ""}${items.length > 0 ? " frist-cal-cell-has" : ""}" data-iso="${iso}">
-        <span class="frist-cal-day">${day}</span>
-        <div class="frist-cal-dots">${dots}${more}</div>
-      </div>`,
-    );
-  }
-  grid.innerHTML = cells.join("");
-
-  grid.querySelectorAll<HTMLElement>(".frist-cal-cell-has").forEach((cell) => {
-    cell.addEventListener("click", () => openCalPopup(cell.dataset.iso!, byDate.get(cell.dataset.iso!) ?? []));
+  // urlState=true: the Kalender tab persists its month/week/day + anchor
+  // in ?cal_view + ?cal_date so a refresh / shared link lands on the same
+  // calendar state (per t-paliad-224 §11 Q3 head decision).
+  calendar = mountCalendar(host as HTMLElement, items, {
+    urlState: true,
+    defaultView: "month",
   });
-
-  const monthStart = isoDate(calYear, calMonth, 1);
-  const monthEnd = isoDate(calYear, calMonth, daysInMonth);
-  const hasInMonth = allItems.some((it) => {
-    const iso = itemDateISO(it);
-    return iso >= monthStart && iso <= monthEnd;
-  });
-  empty.hidden = hasInMonth;
 }
 
-function openCalPopup(iso: string, items: EventListItem[]) {
-  if (items.length === 0) return;
-  const popup = document.getElementById("events-cal-popup") as HTMLElement;
-  const dateEl = document.getElementById("events-cal-popup-date")!;
-  const list = document.getElementById("events-cal-popup-list")!;
-
-  const d = new Date(iso + "T00:00:00");
-  dateEl.textContent = d.toLocaleDateString(getLang() === "de" ? "de-DE" : "en-GB", {
-    weekday: "long",
-    year: "numeric",
-    month: "long",
-    day: "numeric",
-  });
-
-  list.innerHTML = items
-    .map((it) => {
-      const cls = calDotClass(it);
-      const href = it.type === "deadline" ? `/deadlines/${esc(it.id)}` : `/appointments/${esc(it.id)}`;
-      const projectHref = it.project_id ? `/projects/${esc(it.project_id)}` : "";
-      const projectLabel = it.project_reference ?? "";
-      const projectCell = projectHref
-        ? `<a href="${projectHref}" class="frist-cal-popup-akte">${esc(projectLabel)}</a>`
-        : "";
-      return `<li class="frist-cal-popup-item">
-        <span class="frist-cal-dot ${cls}"></span>
-        <a href="${href}" class="frist-cal-popup-title">${rowTypeChip(it)} ${esc(it.title)}</a>
-        ${projectCell}
-      </li>`;
-    })
-    .join("");
-  popup.style.display = "flex";
+function teardownCalendar() {
+  if (!calendar) return;
+  calendar.destroy();
+  calendar = null;
 }
 
 function applyView() {
@@ -703,12 +632,18 @@ function applyView() {
   // Cards view = the original layout (5-card summary + table).
   // List view = no summary cards, table only — gives more vertical space
   //   and matches users' mental model of a flat list.
-  // Calendar view = month grid; cards + table both hidden.
+  // Calendar view = mountCalendar() canon (month/week/day); cards + table
+  //   both hidden. The handle is torn down when the user leaves Kalender
+  //   so its URL state isn't reapplied to other shapes.
   summary.style.display = currentView === "cards" ? "" : "none";
   tableWrap.style.display = currentView === "calendar" ? "none" : "";
   calWrap.hidden = currentView !== "calendar";
 
-  if (currentView === "calendar" && loadedOK) renderCalendar();
+  if (currentView === "calendar") {
+    if (loadedOK) renderCalendarView();
+  } else {
+    teardownCalendar();
+  }
 }
 
 function wireRowHandlers(tbody: HTMLElement) {
@@ -1010,12 +945,10 @@ function initFilters() {
 }
 
 function initView() {
-  // Calendar always opens on the current month — month navigation is
-  // local to the view (cheap pagination, doesn't refetch).
-  const now = new Date();
-  calYear = now.getFullYear();
-  calMonth = now.getMonth();
-
+  // Kalender state (view + anchor) lives inside mountCalendar; no
+  // events-page-level wiring needed. The view chips below switch
+  // between Karten / Liste / Kalender; applyView() handles the
+  // mount + teardown.
   document.querySelectorAll<HTMLButtonElement>("[data-event-view]").forEach((btn) => {
     btn.addEventListener("click", () => {
       const next = btn.dataset.eventView as EventView;
@@ -1025,31 +958,6 @@ function initView() {
       syncURLParams();
     });
   });
-
-  document.getElementById("events-cal-prev")?.addEventListener("click", () => {
-    calMonth -= 1;
-    if (calMonth < 0) { calMonth = 11; calYear -= 1; }
-    renderCalendar();
-  });
-  document.getElementById("events-cal-next")?.addEventListener("click", () => {
-    calMonth += 1;
-    if (calMonth > 11) { calMonth = 0; calYear += 1; }
-    renderCalendar();
-  });
-  document.getElementById("events-cal-today")?.addEventListener("click", () => {
-    const t = new Date();
-    calYear = t.getFullYear();
-    calMonth = t.getMonth();
-    renderCalendar();
-  });
-
-  const popup = document.getElementById("events-cal-popup") as HTMLElement;
-  document.getElementById("events-cal-popup-close")?.addEventListener("click", () => {
-    popup.style.display = "none";
-  });
-  popup?.addEventListener("click", (e) => {
-    if (e.target === popup) popup.style.display = "none";
-  });
 }
 
 function initSummaryCards() {

frontend/src/client/fristenrechner.ts

@@ -2,11 +2,11 @@
 // 3-step wizard: select proceeding -> enter date -> view timeline
 //
 // Rendering primitives (renderTimelineBody / renderColumnsBody /
-// deadlineCardHtml / formatDate / partyBadge / court picker) live in
-// `./views/verfahrensablauf-core` and are shared with the
-// /tools/verfahrensablauf page (t-paliad-179 Slice 1). This module owns
-// the Step1/2/3a wizard, Pathway A/B, Akte save flow, anchor-override
-// click-to-edit — none of which Verfahrensablauf wants.
+// deadlineCardHtml / formatDate / partyBadge / court picker / inline
+// date editor) live in `./views/verfahrensablauf-core` and are shared
+// with /tools/verfahrensablauf. This module owns the Step1/2/3a
+// wizard, Pathway A/B, Akte save flow — none of which Verfahrensablauf
+// wants.
 
 import { initI18n, t, tDyn, getLang, onLangChange } from "./i18n";
 import { initSidebar } from "./sidebar";
@@ -22,6 +22,7 @@ import {
   priorityRendering,
   renderColumnsBody,
   renderTimelineBody,
+  wireDateEditClicks,
 } from "./views/verfahrensablauf-core";
 
 let lastResponse: DeadlineResponse | null = null;
@@ -186,12 +187,21 @@ interface ProjectOption {
   // (Slice 3b) can scope the cascade by the project's jurisdiction
   // without an extra fetch.
   proceeding_type_id?: number | null;
-  // our_side carries which side the firm represents on this project
-  // (t-paliad-164). When a user selects an Akte, the perspective chip
-  // pre-locks to this value; a small hint above the strip flags the
+  // our_side carries which side the firm represents on this case
+  // project (Client Role; t-paliad-164, widened in t-paliad-222).
+  // When a user selects an Akte, the perspective chip pre-locks via
+  // ourSideToPerspective(); a small hint above the strip flags the
   // pre-selection and the user can still click another chip to
   // override. NULL/undefined leaves the chip unset (free-pick).
-  our_side?: "claimant" | "defendant" | "court" | "both" | null;
+  our_side?:
+    | "claimant"
+    | "defendant"
+    | "applicant"
+    | "appellant"
+    | "respondent"
+    | "third_party"
+    | "other"
+    | null;
 }
 
 async function fetchProjects(): Promise<ProjectOption[]> {
@@ -250,6 +260,19 @@ function closeSaveModal() {
   if (modal) modal.style.display = "none";
 }
 
+// preselectedProjectId returns the project the user picked in Step 1
+// (if any) so the various save/add flows can default their project
+// pickers to it. Carries through anywhere a "save to Akte" pop-out
+// renders \u2014 preselection is *only* a default; the picker still
+// renders every available project and the user can override.
+// m/paliad#57 part 1: 2026-05-20 user complaint \u2014 "the pre-selected
+// project should be pre-selected" on Add.
+function preselectedProjectId(): string {
+  return currentStep1Context.kind === "project" && currentStep1Context.projectId
+    ? currentStep1Context.projectId
+    : "";
+}
+
 async function openSaveModal() {
   if (!lastResponse) return;
   ensureSaveModal();
@@ -266,6 +289,7 @@ async function openSaveModal() {
     sel.style.display = "";
     noProjects.style.display = "none";
     submit.disabled = false;
+    const preselected = preselectedProjectId();
     sel.innerHTML = projects
       .map((p) => {
         const ref = (p.reference || "").trim();
@@ -273,9 +297,11 @@ async function openSaveModal() {
         const label = ref
           ? `${indent}${escHtml(ref)} \u2014 ${escHtml(p.title)}`
           : `${indent}${escHtml(p.title)}`;
-        return `<option value="${escAttr(p.id)}">${label}</option>`;
+        const selected = p.id === preselected ? " selected" : "";
+        return `<option value="${escAttr(p.id)}"${selected}>${label}</option>`;
       })
       .join("");
+    if (preselected) sel.value = preselected;
   }
 
   const list = document.getElementById("frist-save-list")!;
@@ -430,54 +456,21 @@ function renderProcedureResults(data: DeadlineResponse) {
   applyPendingFocus();
 }
 
-// openInlineDateEditor swaps the date span for a date input. On commit
-// (blur or Enter), the override is recorded and the timeline re-fetched.
-// On Escape, the editor closes without changing anything. An empty
-// commit clears the override (lets the user revert to the calculated
-// date or to the IsCourtSet placeholder).
-function openInlineDateEditor(span: HTMLElement) {
-  const ruleCode = span.dataset.ruleCode!;
-  const current = span.dataset.currentDate || anchorOverrides.get(ruleCode) || "";
-  const editor = document.createElement("input");
-  editor.type = "date";
-  editor.className = "frist-date-edit-input";
-  editor.value = current;
-
-  const commit = (newValue: string) => {
-    if (newValue === "") {
-      anchorOverrides.delete(ruleCode);
-    } else {
-      anchorOverrides.set(ruleCode, newValue);
-    }
-    void calculate();
-  };
-
-  const cancel = () => {
-    editor.replaceWith(span);
-  };
-
-  editor.addEventListener("blur", () => {
-    if (editor.value !== current) commit(editor.value);
-    else cancel();
-  });
-  editor.addEventListener("keydown", (e) => {
-    const ke = e as KeyboardEvent;
-    if (ke.key === "Enter") {
-      e.preventDefault();
-      editor.blur();
-    } else if (ke.key === "Escape") {
-      e.preventDefault();
-      cancel();
-    }
-  });
-
-  span.replaceWith(editor);
-  editor.focus();
-  if (editor.value) editor.select();
+// onDateEditCommit is the click-to-edit callback handed to the shared
+// wireDateEditClicks() helper: persist the per-rule override (empty value
+// clears it) then recompute so downstream rules re-anchor.
+function onDateEditCommit(ruleCode: string, newValue: string) {
+  if (newValue === "") {
+    anchorOverrides.delete(ruleCode);
+  } else {
+    anchorOverrides.set(ruleCode, newValue);
+  }
+  void calculate();
 }
 
-// deadlineCardHtml / renderTimelineBody / renderColumnsBody moved to
-// ./views/verfahrensablauf-core (t-paliad-179 Slice 1).
+// deadlineCardHtml / renderTimelineBody / renderColumnsBody /
+// openInlineDateEditor / wireDateEditClicks moved to
+// ./views/verfahrensablauf-core.
 
 function reset() {
   selectedType = "";
@@ -648,21 +641,7 @@ document.addEventListener("DOMContentLoaded", () => {
   // rules re-anchor on the user's date. Delegated on the container so
   // it survives renderProcedureResults() innerHTML rewrites.
   const timelineContainer = document.getElementById("timeline-container");
-  if (timelineContainer) {
-    timelineContainer.addEventListener("click", (e) => {
-      const target = (e.target as HTMLElement).closest<HTMLElement>(".frist-date-edit");
-      if (!target || !target.dataset.ruleCode) return;
-      openInlineDateEditor(target);
-    });
-    timelineContainer.addEventListener("keydown", (e) => {
-      const ke = e as KeyboardEvent;
-      if (ke.key !== "Enter" && ke.key !== " ") return;
-      const target = (e.target as HTMLElement).closest<HTMLElement>(".frist-date-edit");
-      if (!target || !target.dataset.ruleCode) return;
-      e.preventDefault();
-      openInlineDateEditor(target);
-    });
-  }
+  if (timelineContainer) wireDateEditClicks(timelineContainer, onDateEditCommit);
 
   // Reset button
   document.getElementById("reset-btn")!.addEventListener("click", reset);
@@ -1306,19 +1285,27 @@ function expandCardCalc(card: HTMLElement, autoSelectPill: HTMLElement | null) {
   card.classList.add("is-expanded");
   card.setAttribute("aria-expanded", "true");
 
-  const panel = buildCalcPanel(cardData, rulePills);
-  card.appendChild(panel);
+  // m/paliad#57 part 4: when the user clicked a specific rule pill, the
+  // context is already known — the calc panel renders with that pill
+  // locked in and no "Which context?" picker. The card's pill list is
+  // hidden via CSS while is-expanded so the rules aren't listed twice.
+  // When the user clicked the card body (no autoSelectPill), the picker
+  // is the primary surface — still no duplicate pill list above it.
+  const lockedPill = (autoSelectPill && autoSelectPill.dataset.kind === "rule")
+    ? rulePills.find((p) =>
+        p.proceeding?.code === autoSelectPill.dataset.proc
+        && (autoSelectPill.dataset.focus
+            ? p.rule_local_code === autoSelectPill.dataset.focus
+            : true))
+    : undefined;
 
-  // Auto-select the clicked pill if it's a rule pill; otherwise the
-  // first pill is preselected by buildCalcPanel.
-  if (autoSelectPill && autoSelectPill.dataset.kind === "rule") {
-    selectCalcPill(card, autoSelectPill.dataset.proc, autoSelectPill.dataset.focus);
-  }
+  const panel = buildCalcPanel(cardData, rulePills, lockedPill || null);
+  card.appendChild(panel);
 
   scheduleCardCalc(card);
 }
 
-function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[]): HTMLElement {
+function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[], lockedPill: SearchPill | null = null): HTMLElement {
   const panel = document.createElement("div");
   panel.className = "fristen-card-calc";
   // stopPropagation so clicks inside the panel don't bubble to the
@@ -1329,10 +1316,38 @@ function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[]): HTMLEle
   const lang = getLang();
   const today = new Date().toISOString().split("T")[0];
 
-  // Pill picker (only when >1 rule pill).
-  const pickerHtml = rulePills.length <= 1
-    ? `<input type="hidden" class="fristen-card-calc-pill-picker" data-proc="${escAttr(rulePills[0].proceeding?.code || "")}" data-focus="${escAttr(rulePills[0].rule_local_code || "")}" />`
-    : `<fieldset class="fristen-card-calc-pill-picker" role="radiogroup">
+  // Picker semantics (m/paliad#57 part 4):
+  //   - lockedPill set        → context known (user clicked a specific
+  //                             rule pill on the card). Render as a
+  //                             hidden input only; the calc panel shows
+  //                             no "Which context?" question. A small
+  //                             "ändern" link reopens the picker fieldset.
+  //   - rulePills.length <= 1 → only one possible context, never a
+  //                             picker (hidden input carries the data).
+  //   - otherwise             → show the picker as primary surface; the
+  //                             card's pill list is hidden via CSS while
+  //                             the panel is open, so the user isn't
+  //                             asked the same thing twice.
+  let pickerHtml: string;
+  if (lockedPill) {
+    const procName = lockedPill.proceeding
+      ? (lang === "en" && lockedPill.proceeding.name_en ? lockedPill.proceeding.name_en : lockedPill.proceeding.name_de)
+      : "";
+    const ruleName = lang === "en" && lockedPill.rule_name_en ? lockedPill.rule_name_en : lockedPill.rule_name_de;
+    const src = lockedPill.legal_source_display || lockedPill.legal_source || "";
+    const reopenLabel = t("deadlines.card.calc.pill_picker.change");
+    pickerHtml = `<div class="fristen-card-calc-pill-locked">
+      <span class="fristen-card-calc-pill-locked-label">${escHtml(t("deadlines.card.calc.pill_picker.locked_label"))}</span>
+      <span class="fristen-card-calc-pill-locked-proc">${escHtml(procName)}</span>
+      <span class="fristen-card-calc-pill-locked-rule">${escHtml(ruleName)}</span>
+      ${src ? `<span class="fristen-card-calc-pill-locked-source">${escHtml(src)}</span>` : ""}
+      ${rulePills.length > 1 ? `<button type="button" class="fristen-card-calc-pill-change">${escHtml(reopenLabel)}</button>` : ""}
+      <input type="hidden" class="fristen-card-calc-pill-picker" data-proc="${escAttr(lockedPill.proceeding?.code || "")}" data-focus="${escAttr(lockedPill.rule_local_code || "")}" />
+    </div>`;
+  } else if (rulePills.length <= 1) {
+    pickerHtml = `<input type="hidden" class="fristen-card-calc-pill-picker" data-proc="${escAttr(rulePills[0].proceeding?.code || "")}" data-focus="${escAttr(rulePills[0].rule_local_code || "")}" />`;
+  } else {
+    pickerHtml = `<fieldset class="fristen-card-calc-pill-picker" role="radiogroup">
          <legend class="fristen-card-calc-label">${escHtml(t("deadlines.card.calc.pill_picker.label"))}</legend>
          ${rulePills.map((p, i) => {
            const procName = p.proceeding ? (lang === "en" && p.proceeding.name_en ? p.proceeding.name_en : p.proceeding.name_de) : "";
@@ -1346,6 +1361,7 @@ function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[]): HTMLEle
            </label>`;
          }).join("")}
        </fieldset>`;
+  }
 
   panel.innerHTML = `
     <button type="button" class="fristen-card-calc-close" aria-label="${escAttr(t("deadlines.card.calc.close"))}">×</button>
@@ -1398,6 +1414,38 @@ function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[]): HTMLEle
     void addCalcToProject(card, last);
   });
 
+  // "ändern" — swap the locked-context caption for the full radio
+  // picker so the user can change context without collapsing the panel.
+  panel.querySelector<HTMLButtonElement>(".fristen-card-calc-pill-change")?.addEventListener("click", () => {
+    const card = panel.closest<HTMLElement>(".fristen-card");
+    const locked = panel.querySelector<HTMLElement>(".fristen-card-calc-pill-locked");
+    if (!card || !locked) return;
+    const fieldset = document.createElement("fieldset");
+    fieldset.className = "fristen-card-calc-pill-picker";
+    fieldset.setAttribute("role", "radiogroup");
+    const lockedProc = locked.querySelector<HTMLInputElement>("input.fristen-card-calc-pill-picker")?.dataset.proc || "";
+    const lockedFocus = locked.querySelector<HTMLInputElement>("input.fristen-card-calc-pill-picker")?.dataset.focus || "";
+    fieldset.innerHTML = `
+      <legend class="fristen-card-calc-label">${escHtml(t("deadlines.card.calc.pill_picker.label"))}</legend>
+      ${rulePills.map((p, i) => {
+        const procName = p.proceeding ? (lang === "en" && p.proceeding.name_en ? p.proceeding.name_en : p.proceeding.name_de) : "";
+        const ruleName = lang === "en" && p.rule_name_en ? p.rule_name_en : p.rule_name_de;
+        const src = p.legal_source_display || p.legal_source || "";
+        const isChecked = (p.proceeding?.code || "") === lockedProc
+          && (p.rule_local_code || "") === lockedFocus;
+        return `<label class="fristen-card-calc-pill-option">
+          <input type="radio" name="fristen-card-calc-pill" value="${i}" ${isChecked ? "checked" : ""} data-proc="${escAttr(p.proceeding?.code || "")}" data-focus="${escAttr(p.rule_local_code || "")}" />
+          <span class="fristen-card-calc-pill-option-proc">${escHtml(procName)}</span>
+          <span class="fristen-card-calc-pill-option-rule">${escHtml(ruleName)}</span>
+          ${src ? `<span class="fristen-card-calc-pill-option-source">${escHtml(src)}</span>` : ""}
+        </label>`;
+      }).join("")}`;
+    locked.replaceWith(fieldset);
+    fieldset.querySelectorAll<HTMLInputElement>('input[name="fristen-card-calc-pill"]').forEach((r) => {
+      r.addEventListener("change", () => scheduleCardCalc(card, 0));
+    });
+  });
+
   return panel;
 }
 
@@ -1601,6 +1649,7 @@ async function addCalcToProject(card: HTMLElement, calc: RuleCalcResponse) {
   const lang = getLang();
   const ruleName = lang === "en" ? calc.rule.nameEN : calc.rule.nameDE;
   const dueLabel = formatDate(calc.dueDate);
+  const preselected = preselectedProjectId();
   msgEl.innerHTML = `
     <div class="fristen-card-calc-add-picker">
       <label class="fristen-card-calc-label">${escHtml(t("deadlines.save.modal.akte"))}
@@ -1609,7 +1658,8 @@ async function addCalcToProject(card: HTMLElement, calc: RuleCalcResponse) {
             const ref = (p.reference || "").trim();
             const indent = projectIndent(p.path);
             const label = ref ? `${indent}${ref} — ${p.title}` : `${indent}${p.title}`;
-            return `<option value="${escAttr(p.id)}">${escHtml(label)}</option>`;
+            const selected = p.id === preselected ? " selected" : "";
+            return `<option value="${escAttr(p.id)}"${selected}>${escHtml(label)}</option>`;
           }).join("")}
         </select>
       </label>
@@ -1619,6 +1669,7 @@ async function addCalcToProject(card: HTMLElement, calc: RuleCalcResponse) {
   `;
 
   const sel = msgEl.querySelector<HTMLSelectElement>(".fristen-card-calc-add-select")!;
+  if (preselected) sel.value = preselected;
   msgEl.querySelector<HTMLButtonElement>(".fristen-card-calc-add-cancel")!.addEventListener("click", () => {
     msgEl.innerHTML = "";
     addBtn.disabled = false;
@@ -1688,12 +1739,12 @@ function renderConceptCard(card: SearchCard, lang: "de" | "en"): string {
   const triggerPills = card.pills.filter((p) => p.kind === "trigger");
 
   const ruleSection = rulePills.length === 0 ? "" : `
-    <div class="fristen-card-pills-section">
+    <div class="fristen-card-pills-section fristen-card-pills-section--rules">
       <h4 class="fristen-card-pills-heading">${escHtml(t("deadlines.search.pills.heading"))}</h4>
       <div class="fristen-card-pills">${rulePills.map((p) => renderPill(p, lang)).join("")}</div>
     </div>`;
   const triggerSection = triggerPills.length === 0 ? "" : `
-    <div class="fristen-card-pills-section">
+    <div class="fristen-card-pills-section fristen-card-pills-section--cross">
       <h4 class="fristen-card-pills-heading">${escHtml(t("deadlines.search.pills.cross_cutting"))}</h4>
       <div class="fristen-card-pills">${triggerPills.map((p) => renderPill(p, lang)).join("")}</div>
     </div>`;
@@ -2469,6 +2520,17 @@ interface EventCategoryNode {
 let eventCategoryTree: EventCategoryNode[] | null = null;
 let eventCategoryFetchInflight: Promise<EventCategoryNode[]> | null = null;
 
+// Top-level cascade roots that represent forward-looking workflows ("I
+// want to file X, what deadlines does my action trigger?") rather than
+// the backward-looking calc the Fristenrechner is built for ("event Y
+// happened, what deadlines spawn?"). m's 2026-05-20 ask (m/paliad#57):
+// remove these from the "Was ist passiert?" picker — they belong in a
+// future forward-workflow tool, not here. The DB rows stay so that
+// future tool can pick them back up; we just hide them at the UI layer.
+const HIDDEN_CASCADE_ROOTS: ReadonlySet<string> = new Set([
+  "ich-moechte-einreichen",
+]);
+
 async function loadEventCategoryTree(): Promise<EventCategoryNode[]> {
   if (eventCategoryTree) return eventCategoryTree;
   if (eventCategoryFetchInflight) return eventCategoryFetchInflight;
@@ -2477,7 +2539,8 @@ async function loadEventCategoryTree(): Promise<EventCategoryNode[]> {
       const r = await fetch("/api/tools/fristenrechner/event-categories");
       if (!r.ok) throw new Error(`HTTP ${r.status}`);
       const data = await r.json();
-      eventCategoryTree = (data.tree || []) as EventCategoryNode[];
+      const raw = (data.tree || []) as EventCategoryNode[];
+      eventCategoryTree = raw.filter((n) => !HIDDEN_CASCADE_ROOTS.has(n.slug));
       return eventCategoryTree;
     } finally {
       eventCategoryFetchInflight = null;
@@ -3747,14 +3810,30 @@ function applyPerspective(p: Perspective) {
   triggerCascadeRefresh();
 }
 
-// ourSideToPerspective maps the project-level "Wir vertreten" enum
-// onto the chip-strip Perspective. 'court' / 'both' map to null
-// (chip cleared) — court actions are neutral to the user's side and
-// "both" is explicit no-filter intent.
+// ourSideToPerspective maps the project-level "Client Role" enum
+// (DB column: our_side) onto the chip-strip Perspective.
+//
+// Per t-paliad-222 (m/paliad#47) the field carries one of seven
+// sub-role values grouped at display time:
+//   Active   (we initiate) : claimant, applicant, appellant   → "claimant"
+//   Reactive (we defend)   : defendant, respondent            → "defendant"
+//   Other                  : third_party, other, NULL         → null
+//
+// Legacy 'court' / 'both' values no longer exist in the column
+// (mig 110 backfilled them to NULL); both fall through to the null
+// default arm if a stale value sneaks in.
 function ourSideToPerspective(os: string | null | undefined): Perspective {
-  if (os === "claimant") return "claimant";
-  if (os === "defendant") return "defendant";
-  return null;
+  switch (os) {
+    case "claimant":
+    case "applicant":
+    case "appellant":
+      return "claimant";
+    case "defendant":
+    case "respondent":
+      return "defendant";
+    default:
+      return null;
+  }
 }
 
 // applyOurSidePredefine locks the perspective from project.our_side

frontend/src/client/i18n.ts

@@ -272,10 +272,10 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.step1.divider.new": "oder eine neue Akte",
     "deadlines.step1.divider.adhoc": "oder ad-hoc, ohne Akte",
     "deadlines.step1.new.cta": "+ Neue Akte anlegen",
-    "deadlines.step1.adhoc.upc": "Custom UPC-Verfahren",
-    "deadlines.step1.adhoc.de": "Custom DE-Verfahren",
-    "deadlines.step1.adhoc.epa": "Custom EPA-Verfahren",
-    "deadlines.step1.adhoc.dpma": "Custom DPMA-Verfahren",
+    "deadlines.step1.adhoc.upc": "UPC-Verfahren",
+    "deadlines.step1.adhoc.de": "DE-Verfahren",
+    "deadlines.step1.adhoc.epa": "EPA-Verfahren",
+    "deadlines.step1.adhoc.dpma": "DPMA-Verfahren",
     "deadlines.step1.selected": "Akte:",
     "deadlines.step1.reselect": "Andere Akte",
     "deadlines.step1.summary.adhoc.suffix": "ohne Akte (Erkundung)",
@@ -345,6 +345,8 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.card.calc.expand_hint": "Frist berechnen oder zu Akte hinzufügen",
     "deadlines.card.calc.close": "schließen",
     "deadlines.card.calc.pill_picker.label": "Welcher Kontext?",
+    "deadlines.card.calc.pill_picker.locked_label": "Kontext:",
+    "deadlines.card.calc.pill_picker.change": "ändern",
     "deadlines.card.calc.trigger.label": "Datum des auslösenden Ereignisses",
     "deadlines.card.calc.flags.label": "Bedingungen:",
     "deadlines.card.calc.flag.with_ccr": "Mit Nichtigkeitswiderklage",
@@ -553,7 +555,101 @@ const translations: Record<Lang, Record<string, string>> = {
     "checklisten.heading": "Checklisten",
     "checklisten.subtitle": "Interaktive Checklisten f\u00fcr typische Verfahrensschritte vor UPC, BPatG und EPA. Abhaken, ausdrucken, kein Punkt vergessen.",
     "checklisten.tab.templates": "Vorlagen",
+    "checklisten.tab.mine": "Meine Vorlagen",
     "checklisten.tab.instances": "Vorhandene Instanzen",
+    "checklisten.mine.empty": "Sie haben noch keine eigene Vorlage angelegt.",
+    "checklisten.tab.gallery": "Geteilte Vorlagen",
+    "checklisten.gallery.empty": "Noch keine geteilten Vorlagen sichtbar.",
+    "checklisten.filter.other": "Sonstige",
+    "checklisten.instance.outdated.badge": "Vorlage aktualisiert",
+    "checklisten.instance.outdated.note": "Die zugrundeliegende Vorlage wurde seit dem Anlegen dieser Instanz aktualisiert (v{from} → v{to}).",
+    "checklisten.instance.outdated.diff": "Änderungen anzeigen",
+    "checklisten.instance.diff.title": "Geänderte Punkte",
+    "checklisten.instance.diff.close": "Schließen",
+    "checklisten.instance.diff.added": "Neu",
+    "checklisten.instance.diff.removed": "Entfernt",
+    "checklisten.instance.diff.changed": "Geändert",
+    "checklisten.instance.diff.empty": "Keine inhaltlichen Unterschiede in den Punkten.",
+    "checklisten.instance.diff.error": "Vergleich fehlgeschlagen.",
+    "checklisten.mine.new": "Neue Vorlage",
+    "checklisten.mine.loading": "Lädt…",
+    "checklisten.mine.visibility.private": "Privat",
+    "checklisten.mine.visibility.firm": "Firmenweit",
+    "checklisten.mine.visibility.shared": "Geteilt",
+    "checklisten.mine.visibility.global": "Im Katalog",
+    "checklisten.mine.edit": "Bearbeiten",
+    "checklisten.mine.delete": "Löschen",
+    "checklisten.mine.delete.confirm": "Vorlage „{title}“ wirklich löschen? Bestehende Instanzen bleiben erhalten.",
+    "checklisten.mine.delete.error": "Löschen fehlgeschlagen.",
+    "checklisten.mine.origin.authored": "Eigene Vorlage",
+    "checklisten.author.title": "Vorlage erstellen — Paliad",
+    "checklisten.author.title.edit": "Vorlage bearbeiten — Paliad",
+    "checklisten.author.heading.new": "Neue Checklisten-Vorlage",
+    "checklisten.author.heading.edit": "Vorlage bearbeiten",
+    "checklisten.author.subtitle": "Erstellen Sie eine eigene Checkliste mit Sektionen und Punkten. Sie können sie privat halten oder firmenweit verfügbar machen.",
+    "checklisten.author.field.title": "Titel",
+    "checklisten.author.field.title.hint": "z.B. „UPC SoC — interne Checkliste“.",
+    "checklisten.author.field.description": "Kurzbeschreibung",
+    "checklisten.author.field.regime": "Regime",
+    "checklisten.author.field.court": "Gericht / Behörde",
+    "checklisten.author.field.reference": "Rechtsgrundlage",
+    "checklisten.author.field.deadline": "Deadline (optional)",
+    "checklisten.author.field.lang": "Sprache",
+    "checklisten.author.field.visibility": "Sichtbarkeit",
+    "checklisten.author.visibility.private.hint": "Nur für Sie sichtbar.",
+    "checklisten.author.visibility.firm.hint": "Für alle angemeldeten Kolleginnen und Kollegen sichtbar.",
+    "checklisten.author.groups.heading": "Sektionen und Punkte",
+    "checklisten.author.groups.add": "+ Sektion hinzufügen",
+    "checklisten.author.group.title": "Sektionsname",
+    "checklisten.author.group.remove": "Sektion löschen",
+    "checklisten.author.item.add": "+ Punkt hinzufügen",
+    "checklisten.author.item.label": "Punkt",
+    "checklisten.author.item.note": "Notiz (optional)",
+    "checklisten.author.item.rule": "Vorschrift (optional)",
+    "checklisten.author.item.remove": "Punkt löschen",
+    "checklisten.author.save": "Speichern",
+    "checklisten.author.cancel": "Abbrechen",
+    "checklisten.author.saving": "Speichert…",
+    "checklisten.author.error.title": "Bitte geben Sie einen Titel ein.",
+    "checklisten.author.error.no_groups": "Bitte mindestens eine Sektion mit einem Punkt anlegen.",
+    "checklisten.author.error.generic": "Speichern fehlgeschlagen. Bitte erneut versuchen.",
+    "checklisten.author.error.notfound": "Diese Vorlage existiert nicht oder Sie haben keine Berechtigung sie zu bearbeiten.",
+    "checklisten.detail.edit": "Bearbeiten",
+    "checklisten.detail.delete": "Löschen",
+    "checklisten.detail.share": "Teilen",
+    "checklisten.detail.promote": "Als Firmen-Vorlage hinterlegen",
+    "checklisten.detail.demote": "Aus Katalog entfernen",
+    "checklisten.detail.promote.confirm": "Diese Vorlage in den Firmen-Katalog übernehmen? Alle Kolleg:innen sehen sie dann unter Vorlagen.",
+    "checklisten.detail.demote.confirm": "Vorlage aus dem Firmen-Katalog entfernen? Sie bleibt firmenweit sichtbar.",
+    "checklisten.detail.promote.error": "Übernahme fehlgeschlagen.",
+    "checklisten.detail.delete.confirm": "Vorlage „{title}\" wirklich löschen? Bestehende Instanzen bleiben erhalten.",
+    "checklisten.detail.delete.error": "Löschen fehlgeschlagen.",
+    "checklisten.detail.authored.by": "Erstellt von {author}",
+    "checklisten.detail.visibility": "Sichtbarkeit: {state}",
+    "checklisten.detail.visibility.set.firm": "Für Firma freigeben",
+    "checklisten.detail.visibility.set.private": "Privat schalten",
+    "checklisten.detail.visibility.error": "Sichtbarkeit konnte nicht geändert werden.",
+    "checklisten.share.title": "Vorlage teilen",
+    "checklisten.share.kind": "Empfängertyp",
+    "checklisten.share.kind.user": "Kollege",
+    "checklisten.share.kind.office": "Office",
+    "checklisten.share.kind.partner_unit": "Dezernat",
+    "checklisten.share.kind.project": "Projekt",
+    "checklisten.share.pick": "— auswählen —",
+    "checklisten.share.submit": "Freigeben",
+    "checklisten.share.cancel": "Abbrechen",
+    "checklisten.share.error.pick": "Bitte einen Empfänger auswählen.",
+    "checklisten.share.error.generic": "Freigeben fehlgeschlagen.",
+    "checklisten.share.success": "Freigegeben.",
+    "checklisten.share.grants.heading": "Bestehende Freigaben",
+    "checklisten.share.grants.empty": "Keine Freigaben.",
+    "checklisten.share.grants.revoke": "Entfernen",
+    "checklisten.share.grants.revoke.confirm": "Freigabe entfernen?",
+    "checklisten.share.grants.revoke.error": "Entfernen fehlgeschlagen.",
+    "checklisten.share.grants.recipient.user": "Kollege",
+    "checklisten.share.grants.recipient.office": "Office",
+    "checklisten.share.grants.recipient.partner_unit": "Dezernat",
+    "checklisten.share.grants.recipient.project": "Projekt",
     "checklisten.instances.all.loading": "L\u00e4dt\u2026",
     "checklisten.instances.all.empty": "Noch keine Checklisten-Instanzen erfasst. Legen Sie eine \u00fcber den Vorlagen-Tab an.",
     "checklisten.instances.all.col.template": "Vorlage",
@@ -692,7 +788,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.list.heading": "Fristen",
     "deadlines.list.subtitle": "Persistente Fristen f\u00fcr Ihre Akten. \u00dcberf\u00e4llig, heute, diese Woche, n\u00e4chste Woche \u2014 auf einen Blick.",
     "deadlines.list.new": "Neue Frist",
-    "deadlines.list.calendar": "Kalenderansicht",
     "deadlines.summary.overdue": "\u00dcberf\u00e4llig",
     "deadlines.summary.today": "Heute",
     "deadlines.summary.thisweek": "Diese Woche",
@@ -815,12 +910,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.source.caldav": "CalDAV",
     "deadlines.source.imported": "Import",
 
-    "deadlines.kalender.title": "Fristenkalender \u2014 Paliad",
-    "deadlines.kalender.heading": "Fristenkalender",
-    "deadlines.kalender.subtitle": "Monats\u00fcbersicht aller Fristen Ihrer Akten.",
-    "deadlines.kalender.list": "Listenansicht",
-    "deadlines.kalender.today": "Heute",
-    "deadlines.kalender.empty": "Keine Fristen im ausgew\u00e4hlten Zeitraum.",
     "cal.day.mon": "Mo",
     "cal.day.tue": "Di",
     "cal.day.wed": "Mi",
@@ -917,6 +1006,50 @@ const translations: Record<Lang, Record<string, string>> = {
     "dashboard.inbox.full_link": "Vollst\u00e4ndigen Posteingang \u00f6ffnen \u2192",
     "dashboard.inbox.entity.deadline": "Frist",
     "dashboard.inbox.entity.appointment": "Termin",
+    // Edit-mode chrome (t-paliad-219 Slice B). The toggle in the
+    // dashboard header flips body.dashboard-editing; the keys below
+    // power the in-page chrome (drag handle, \u2191/\u2193, hide, gear, picker,
+    // reset) plus the autosave toast.
+    "dashboard.edit.toggle": "Anpassen",
+    "dashboard.edit.exit": "Fertig",
+    "dashboard.edit.add_widget": "Widget hinzuf\u00fcgen",
+    "dashboard.edit.reset": "Auf Standard zur\u00fccksetzen",
+    "dashboard.edit.reset_confirm": "Layout auf Standard zur\u00fccksetzen? Diese Aktion kann nicht r\u00fcckg\u00e4ngig gemacht werden.",
+    // Slice C: admin promote \u2014 visible only when global_role==global_admin.
+    "dashboard.edit.promote": "Als Firmen-Standard speichern",
+    "dashboard.edit.promote_confirm": "Dein aktuelles Layout als Firmen-Standard speichern? Neue Nutzer:innen und 'Auf Standard zur\u00fccksetzen' verwenden danach diese Vorlage.",
+    "dashboard.edit.promoted": "Als Firmen-Standard gespeichert",
+    // Slice C: pinned-projects widget (reuses PinService).
+    "dashboard.pinned.heading": "Angepinnte Akten",
+    "dashboard.pinned.empty": "Noch keine Akten angepinnt.",
+    "dashboard.pinned.full_link": "Alle Akten \u00f6ffnen \u2192",
+    // Slice C: quick-actions widget \u2014 pure UI affordances.
+    "dashboard.quick.heading": "Schnellzugriff",
+    "dashboard.quick.new_project": "+ Akte",
+    "dashboard.quick.new_deadline": "+ Frist",
+    "dashboard.quick.new_appointment": "+ Termin",
+    "dashboard.edit.move_up": "Nach oben bewegen",
+    "dashboard.edit.move_down": "Nach unten bewegen",
+    "dashboard.edit.hide": "Ausblenden",
+    "dashboard.edit.settings": "Einstellungen",
+    "dashboard.edit.drag": "Ziehen, um neu zu ordnen",
+    "dashboard.edit.saved": "Gespeichert",
+    "dashboard.edit.save_failed": "Speichern fehlgeschlagen",
+    "dashboard.edit.setting.count": "Anzahl",
+    "dashboard.edit.setting.count.custom": "Eigener Wert (max. {n})",
+    "dashboard.edit.setting.horizon": "Zeitraum",
+    "dashboard.edit.setting.horizon.days": "{n} Tage",
+    "dashboard.edit.setting.horizon.custom": "Eigener Wert in Tagen (max. {n})",
+    "dashboard.edit.setting.view": "Ansicht",
+    "dashboard.edit.setting.size": "Größe",
+    "dashboard.edit.setting.position": "Position",
+    "dashboard.edit.resize": "Größe ändern",
+    "dashboard.picker.title": "Widget hinzuf\u00fcgen",
+    "dashboard.picker.status.active": "Aktiv",
+    "dashboard.picker.status.hidden": "Versteckt",
+    "dashboard.picker.status.absent": "Nicht hinzugef\u00fcgt",
+    "dashboard.picker.close": "Schlie\u00dfen",
+    "dashboard.picker.empty": "Alle Widgets sind hinzugef\u00fcgt.",
     // Collapsible-section toggle a11y labels (t-paliad-162). Both states
     // are needed because the aria-label flips with the expanded state.
     "dashboard.section.collapse": "Abschnitt einklappen",
@@ -1208,9 +1341,30 @@ const translations: Record<Lang, Record<string, string>> = {
     "projects.field.our_side.unset": "Unbekannt / nicht gesetzt",
     "projects.field.our_side.claimant": "Klägerseite",
     "projects.field.our_side.defendant": "Beklagtenseite",
+    "projects.field.our_side.applicant": "Antragsteller",
+    "projects.field.our_side.appellant": "Berufungsführer",
+    "projects.field.our_side.respondent": "Antragsgegner",
+    "projects.field.our_side.third_party": "Streithelfer / Dritter",
+    "projects.field.our_side.other": "Sonstige Beteiligte",
     "projects.field.our_side.court": "Gericht / Tribunal",
     "projects.field.our_side.both": "Beide Seiten",
     "projects.field.our_side.none": "—",
+    "projects.field.client_role": "Mandantenrolle",
+    "projects.field.client_role.hint": "Bestimmt die Voreinstellung der Perspektive im Fristenrechner-Determinator: Aktiv → Klägerseite, Reaktiv → Beklagtenseite. Lässt sich dort jederzeit überschreiben.",
+    "projects.field.client_role.unset": "Unbekannt",
+    "projects.field.client_role.group.active": "Aktiv (wir greifen an)",
+    "projects.field.client_role.group.reactive": "Reaktiv (wir verteidigen)",
+    "projects.field.client_role.group.other": "Dritte / Sonstige",
+    "projects.field.client_role.claimant": "Klägerseite",
+    "projects.field.client_role.applicant": "Antragsteller",
+    "projects.field.client_role.appellant": "Berufungsführer",
+    "projects.field.client_role.defendant": "Beklagtenseite",
+    "projects.field.client_role.respondent": "Antragsgegner",
+    "projects.field.client_role.third_party": "Streithelfer / Dritter",
+    "projects.field.client_role.other": "Sonstige Beteiligte",
+    "projects.field.opponent_code": "Gegner-Kürzel",
+    "projects.field.opponent_code.placeholder": "z.B. OPNT",
+    "projects.field.opponent_code.hint": "Kurzes Kürzel der Gegenseite (Großbuchstaben, Ziffern, Bindestriche, max. 16 Zeichen). Wird als mittleres Segment in automatisch abgeleiteten Projekt-Codes verwendet (z.B. EXMPL.OPNT.567.INF.CFI).",
     "projects.field.status": "Status",
     "projects.error.title_required": "Titel erforderlich",
     "projects.detail.edit.type_change_warning.title": "Diese Felder werden geleert:",
@@ -1405,6 +1559,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "projects.type.patent": "Patent",
     "projects.type.case": "Verfahren",
     "projects.type.project": "Projekt",
+    "projects.type.other": "Sonstiges",
     "projects.team.role.lead": "Leitung",
     "projects.team.role.associate": "Associate",
     "projects.team.role.pa": "PA",
@@ -1412,10 +1567,15 @@ const translations: Record<Lang, Record<string, string>> = {
     "projects.team.role.local_counsel": "Local Counsel",
     "projects.team.role.expert": "Experte",
     "projects.team.role.observer": "Beobachter",
+    "projects.team.responsibility.admin": "Admin",
+    "projects.team.responsibility.admin.hint": "Kann Team und Rollen auf diesem Projekt und Unterprojekten verwalten",
     "projects.team.responsibility.lead": "Leitung",
     "projects.team.responsibility.member": "Mitglied",
     "projects.team.responsibility.observer": "Beobachter",
     "projects.team.responsibility.external": "Extern",
+    "projects.team.error.last_admin": "Mindestens ein Admin muss auf diesem Projekt oder einem übergeordneten verbleiben.",
+    "projects.team.error.forbidden": "Diese Aktion ist nicht erlaubt.",
+    "projects.team.error.generic": "Aktion fehlgeschlagen.",
     "projects.team.profession.partner": "Partner",
     "projects.team.profession.of_counsel": "Of Counsel",
     "projects.team.profession.associate": "Associate",
@@ -1465,6 +1625,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "projects.chip.type.patent": "Patent",
     "projects.chip.type.case": "Verfahren",
     "projects.chip.type.project": "Projekt",
+    "projects.chip.type.other": "Sonstiges",
     "projects.chip.multi.none": "Keine Auswahl",
     "projects.chip.multi.count": "{n} ausgew\u00e4hlt",
     "projects.empty.filtered.action": "Filter zur\u00fccksetzen",
@@ -1570,7 +1731,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "appointments.list.title": "Termine \u2014 Paliad",
     "appointments.list.heading": "Termine",
     "appointments.list.subtitle": "Verhandlungen, Besprechungen, Beratungen \u2014 pers\u00f6nlich oder aktenbezogen.",
-    "appointments.list.calendar": "Kalenderansicht",
     "appointments.list.new": "Neuer Termin",
     "appointments.summary.today": "Heute",
     "appointments.summary.thisweek": "Diese Woche",
@@ -1626,11 +1786,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "appointments.detail.saved": "Gespeichert.",
     "appointments.detail.delete": "Termin l\u00f6schen",
     "appointments.detail.delete.confirm": "Diesen Termin wirklich l\u00f6schen?",
-    "appointments.kalender.title": "Terminkalender \u2014 Paliad",
-    "appointments.kalender.heading": "Terminkalender",
-    "appointments.kalender.subtitle": "Monats\u00fcbersicht aller Termine.",
-    "appointments.kalender.list": "Listenansicht",
-    "appointments.kalender.empty": "Keine Termine im ausgew\u00e4hlten Zeitraum.",
 
     // t-paliad-110 \u2014 unified Events page (rendered on both /deadlines and
     // /appointments). The user-facing "Fristen" / "Termine" branding stays;
@@ -1654,7 +1809,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "events.view.cards": "Karten",
     "events.view.list": "Liste",
     "events.view.calendar": "Kalender",
-    "events.calendar.empty": "Keine Eintr\u00e4ge im ausgew\u00e4hlten Zeitraum.",
     "caldav.title": "CalDAV-Synchronisation \u2014 Paliad",
     "caldav.heading": "CalDAV-Synchronisation",
     "caldav.subtitle": "Synchronisieren Sie Ihre Paliad-Termine mit Ihrem externen Kalender (Nextcloud, iCloud, Outlook, mailcow\u2026). Das Passwort wird verschl\u00fcsselt gespeichert und nie zur\u00fcckgegeben.",
@@ -1772,6 +1926,13 @@ const translations: Record<Lang, Record<string, string>> = {
     "agenda.appointment_type.deadline_hearing": "Fristentermin",
     "agenda.day.today": "Heute",
     "agenda.day.tomorrow": "Morgen",
+    "agenda.day.mo": "Mo",
+    "agenda.day.di": "Di",
+    "agenda.day.mi": "Mi",
+    "agenda.day.do": "Do",
+    "agenda.day.fr": "Fr",
+    "agenda.day.sa": "Sa",
+    "agenda.day.so": "So",
     "agenda.urgency.overdue": "Überfällig",
     "agenda.urgency.today": "Heute",
     "agenda.urgency.tomorrow": "Morgen",
@@ -1807,6 +1968,14 @@ const translations: Record<Lang, Record<string, string>> = {
     "team.filter.project.all": "Alle Projekte",
     "team.filter.project.selected": "ausgewählt",
     "team.filter.project.clear": "Alle abwählen",
+    // Click-to-select (t-paliad-223 #53). Layered ON TOP of the existing
+    // filter pills — selection is an explicit subset of the visible set,
+    // pruned on filter change, wiped on page navigation.
+    "team.selection.count": "{n} ausgewählt",
+    "team.selection.clear": "Auswahl aufheben",
+    "team.selection.send": "E-Mail an Auswahl",
+    "team.selection.select_all": "Alle sichtbaren auswählen",
+    "team.selection.toggle_card": "Kontakt auswählen",
     // Broadcast modal (t-paliad-147)
     "team.broadcast.button": "E-Mail an Auswahl",
     "team.broadcast.title": "E-Mail an Auswahl",
@@ -2039,8 +2208,24 @@ const translations: Record<Lang, Record<string, string>> = {
     "admin.team.heading": "Team-Verwaltung",
     "admin.team.subtitle": "Alle Paliad-Konten anzeigen, bearbeiten oder hinzufügen.",
     "admin.team.search.placeholder": "Nach Name oder E-Mail suchen…",
+    "admin.team.add.full": "Konto direkt anlegen",
     "admin.team.add.direct": "Bestehendes Konto onboarden",
     "admin.team.add.invite": "Neue:n Kolleg:in einladen",
+    "admin.team.add_full.title": "Konto direkt anlegen",
+    "admin.team.add_full.body": "Legt sowohl das Login-Konto als auch das Paliad-Profil an. Die neue Person erhält eine E-Mail mit einem Link, über den sie ein Passwort setzt.",
+    "admin.team.add_full.email": "E-Mail",
+    "admin.team.add_full.name": "Anzeigename",
+    "admin.team.add_full.office": "Standort",
+    "admin.team.add_full.profession": "Profession",
+    "admin.team.add_full.job_title": "Berufsbezeichnung",
+    "admin.team.add_full.lang": "Sprache",
+    "admin.team.add_full.send_welcome": "Willkommens-E-Mail mit Login-Link senden",
+    "admin.team.add_full.cancel": "Abbrechen",
+    "admin.team.add_full.submit": "Anlegen",
+    "admin.team.add_full.feedback.added": "Konto angelegt.",
+    "admin.team.add_full.error.unavailable": "Add-User-Pfad ist nicht konfiguriert (SUPABASE_SERVICE_ROLE_KEY fehlt am Server).",
+    "admin.team.add_full.error.email_exists": "Es existiert bereits ein Konto für diese E-Mail — bitte 'Bestehendes Konto onboarden' verwenden.",
+    "admin.team.add_full.error.generic": "Konto konnte nicht angelegt werden.",
     "admin.team.loading": "Lade…",
     "admin.team.empty": "Keine Treffer.",
     "admin.team.error.forbidden": "Zugriff nur für Admins.",
@@ -2293,6 +2478,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "approvals.suggest.next_request_link": "→ Neuer Vorschlag von {name}",
     "approvals.suggest.unsupported_lifecycle": "Änderungen vorschlagen ist nur für Update-Anfragen möglich.",
     "approvals.suggest.section.editable": "Felder",
+    "approvals.suggest.section.event_type_rule": "Verfahrenshandlung (Typ + Regel)",
     "approvals.suggest.section.context": "Kontext",
     "approvals.suggest.context.project": "Projekt",
     "approvals.suggest.context.requester": "Eingereicht von",
@@ -2960,10 +3146,10 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.step1.divider.new": "or a new matter",
     "deadlines.step1.divider.adhoc": "or ad-hoc, without a matter",
     "deadlines.step1.new.cta": "+ Create new matter",
-    "deadlines.step1.adhoc.upc": "Custom UPC proceeding",
-    "deadlines.step1.adhoc.de": "Custom DE proceeding",
-    "deadlines.step1.adhoc.epa": "Custom EPA proceeding",
-    "deadlines.step1.adhoc.dpma": "Custom DPMA proceeding",
+    "deadlines.step1.adhoc.upc": "UPC proceeding",
+    "deadlines.step1.adhoc.de": "DE proceeding",
+    "deadlines.step1.adhoc.epa": "EPA proceeding",
+    "deadlines.step1.adhoc.dpma": "DPMA proceeding",
     "deadlines.step1.selected": "Matter:",
     "deadlines.step1.reselect": "Other matter",
     "deadlines.step1.summary.adhoc.suffix": "no matter (exploration)",
@@ -3040,6 +3226,8 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.card.calc.expand_hint": "Calculate deadline or add to project",
     "deadlines.card.calc.close": "close",
     "deadlines.card.calc.pill_picker.label": "Which context?",
+    "deadlines.card.calc.pill_picker.locked_label": "Context:",
+    "deadlines.card.calc.pill_picker.change": "change",
     "deadlines.card.calc.trigger.label": "Date of triggering event",
     "deadlines.card.calc.flags.label": "Conditions:",
     "deadlines.card.calc.flag.with_ccr": "With counterclaim for revocation",
@@ -3241,7 +3429,101 @@ const translations: Record<Lang, Record<string, string>> = {
     "checklisten.heading": "Checklists",
     "checklisten.subtitle": "Interactive checklists for typical procedural steps before the UPC, German Patent Court, and EPO. Tick off, print, miss nothing.",
     "checklisten.tab.templates": "Templates",
+    "checklisten.tab.mine": "My templates",
     "checklisten.tab.instances": "Existing instances",
+    "checklisten.mine.empty": "You haven't authored a template yet.",
+    "checklisten.tab.gallery": "Shared templates",
+    "checklisten.gallery.empty": "No shared templates visible yet.",
+    "checklisten.filter.other": "Other",
+    "checklisten.instance.outdated.badge": "Template updated",
+    "checklisten.instance.outdated.note": "The underlying template has been updated since this instance was created (v{from} → v{to}).",
+    "checklisten.instance.outdated.diff": "Show changes",
+    "checklisten.instance.diff.title": "Changed items",
+    "checklisten.instance.diff.close": "Close",
+    "checklisten.instance.diff.added": "Added",
+    "checklisten.instance.diff.removed": "Removed",
+    "checklisten.instance.diff.changed": "Changed",
+    "checklisten.instance.diff.empty": "No content differences in items.",
+    "checklisten.instance.diff.error": "Diff failed.",
+    "checklisten.mine.new": "New template",
+    "checklisten.mine.loading": "Loading…",
+    "checklisten.mine.visibility.private": "Private",
+    "checklisten.mine.visibility.firm": "Firm-wide",
+    "checklisten.mine.visibility.shared": "Shared",
+    "checklisten.mine.visibility.global": "In catalog",
+    "checklisten.mine.edit": "Edit",
+    "checklisten.mine.delete": "Delete",
+    "checklisten.mine.delete.confirm": "Delete template \"{title}\"? Existing instances remain.",
+    "checklisten.mine.delete.error": "Delete failed.",
+    "checklisten.mine.origin.authored": "Your template",
+    "checklisten.author.title": "Author template — Paliad",
+    "checklisten.author.title.edit": "Edit template — Paliad",
+    "checklisten.author.heading.new": "New checklist template",
+    "checklisten.author.heading.edit": "Edit template",
+    "checklisten.author.subtitle": "Author your own checklist with sections and items. Keep it private or open it firm-wide.",
+    "checklisten.author.field.title": "Title",
+    "checklisten.author.field.title.hint": "e.g. \"UPC SoC — internal checklist\".",
+    "checklisten.author.field.description": "Short description",
+    "checklisten.author.field.regime": "Regime",
+    "checklisten.author.field.court": "Court / authority",
+    "checklisten.author.field.reference": "Legal source",
+    "checklisten.author.field.deadline": "Deadline (optional)",
+    "checklisten.author.field.lang": "Language",
+    "checklisten.author.field.visibility": "Visibility",
+    "checklisten.author.visibility.private.hint": "Visible only to you.",
+    "checklisten.author.visibility.firm.hint": "Visible to every authenticated colleague.",
+    "checklisten.author.groups.heading": "Sections and items",
+    "checklisten.author.groups.add": "+ Add section",
+    "checklisten.author.group.title": "Section title",
+    "checklisten.author.group.remove": "Remove section",
+    "checklisten.author.item.add": "+ Add item",
+    "checklisten.author.item.label": "Item",
+    "checklisten.author.item.note": "Note (optional)",
+    "checklisten.author.item.rule": "Rule (optional)",
+    "checklisten.author.item.remove": "Remove item",
+    "checklisten.author.save": "Save",
+    "checklisten.author.cancel": "Cancel",
+    "checklisten.author.saving": "Saving…",
+    "checklisten.author.error.title": "Please enter a title.",
+    "checklisten.author.error.no_groups": "Please add at least one section with one item.",
+    "checklisten.author.error.generic": "Save failed. Please try again.",
+    "checklisten.author.error.notfound": "Template not found or you don't have permission to edit it.",
+    "checklisten.detail.edit": "Edit",
+    "checklisten.detail.delete": "Delete",
+    "checklisten.detail.share": "Share",
+    "checklisten.detail.promote": "Add to firm catalog",
+    "checklisten.detail.demote": "Remove from catalog",
+    "checklisten.detail.promote.confirm": "Add this template to the firm catalog? Every colleague will see it under Templates.",
+    "checklisten.detail.demote.confirm": "Remove this template from the firm catalog? It stays firm-visible.",
+    "checklisten.detail.promote.error": "Promotion failed.",
+    "checklisten.detail.delete.confirm": "Delete template \"{title}\"? Existing instances remain.",
+    "checklisten.detail.delete.error": "Delete failed.",
+    "checklisten.detail.authored.by": "Authored by {author}",
+    "checklisten.detail.visibility": "Visibility: {state}",
+    "checklisten.detail.visibility.set.firm": "Share with firm",
+    "checklisten.detail.visibility.set.private": "Make private",
+    "checklisten.detail.visibility.error": "Couldn't change visibility.",
+    "checklisten.share.title": "Share template",
+    "checklisten.share.kind": "Recipient type",
+    "checklisten.share.kind.user": "Colleague",
+    "checklisten.share.kind.office": "Office",
+    "checklisten.share.kind.partner_unit": "Practice unit",
+    "checklisten.share.kind.project": "Project",
+    "checklisten.share.pick": "— pick —",
+    "checklisten.share.submit": "Share",
+    "checklisten.share.cancel": "Cancel",
+    "checklisten.share.error.pick": "Please pick a recipient.",
+    "checklisten.share.error.generic": "Share failed.",
+    "checklisten.share.success": "Shared.",
+    "checklisten.share.grants.heading": "Existing grants",
+    "checklisten.share.grants.empty": "No grants.",
+    "checklisten.share.grants.revoke": "Remove",
+    "checklisten.share.grants.revoke.confirm": "Remove this grant?",
+    "checklisten.share.grants.revoke.error": "Revoke failed.",
+    "checklisten.share.grants.recipient.user": "Colleague",
+    "checklisten.share.grants.recipient.office": "Office",
+    "checklisten.share.grants.recipient.partner_unit": "Practice unit",
+    "checklisten.share.grants.recipient.project": "Project",
     "checklisten.instances.all.loading": "Loading…",
     "checklisten.instances.all.empty": "No checklist instances yet. Create one from the Templates tab.",
     "checklisten.instances.all.col.template": "Template",
@@ -3380,7 +3662,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.list.heading": "Deadlines",
     "deadlines.list.subtitle": "Persistent deadlines for your matters. Overdue, today, this week, next week \u2014 at a glance.",
     "deadlines.list.new": "New deadline",
-    "deadlines.list.calendar": "Calendar view",
     "deadlines.summary.overdue": "Overdue",
     "deadlines.summary.today": "Today",
     "deadlines.summary.thisweek": "This week",
@@ -3503,12 +3784,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.source.caldav": "CalDAV",
     "deadlines.source.imported": "Import",
 
-    "deadlines.kalender.title": "Deadline calendar \u2014 Paliad",
-    "deadlines.kalender.heading": "Deadline calendar",
-    "deadlines.kalender.subtitle": "Monthly view of all deadlines on your matters.",
-    "deadlines.kalender.list": "List view",
-    "deadlines.kalender.today": "Today",
-    "deadlines.kalender.empty": "No deadlines in the selected period.",
     "cal.day.mon": "Mon",
     "cal.day.tue": "Tue",
     "cal.day.wed": "Wed",
@@ -3538,6 +3813,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "cal.day.prev": "Previous day",
     "cal.day.next": "Next day",
     "cal.day.back_to_month": "Back to month",
+    "cal.today": "Today",
     "cal.day.open_day": "Open day view",
     "cal.day.no_entries": "Nothing scheduled this day.",
 
@@ -3600,6 +3876,43 @@ const translations: Record<Lang, Record<string, string>> = {
     "dashboard.inbox.full_link": "Open full inbox →",
     "dashboard.inbox.entity.deadline": "Deadline",
     "dashboard.inbox.entity.appointment": "Appointment",
+    "dashboard.edit.toggle": "Customize",
+    "dashboard.edit.exit": "Done",
+    "dashboard.edit.add_widget": "Add widget",
+    "dashboard.edit.reset": "Reset to default",
+    "dashboard.edit.reset_confirm": "Reset layout to default? This cannot be undone.",
+    "dashboard.edit.promote": "Save as firm default",
+    "dashboard.edit.promote_confirm": "Save your current layout as the firm default? New users and 'Reset to default' will use this layout afterwards.",
+    "dashboard.edit.promoted": "Saved as firm default",
+    "dashboard.pinned.heading": "Pinned matters",
+    "dashboard.pinned.empty": "No pinned matters yet.",
+    "dashboard.pinned.full_link": "Open all matters →",
+    "dashboard.quick.heading": "Quick actions",
+    "dashboard.quick.new_project": "+ Matter",
+    "dashboard.quick.new_deadline": "+ Deadline",
+    "dashboard.quick.new_appointment": "+ Appointment",
+    "dashboard.edit.move_up": "Move up",
+    "dashboard.edit.move_down": "Move down",
+    "dashboard.edit.hide": "Hide",
+    "dashboard.edit.settings": "Settings",
+    "dashboard.edit.drag": "Drag to reorder",
+    "dashboard.edit.saved": "Saved",
+    "dashboard.edit.save_failed": "Save failed",
+    "dashboard.edit.setting.count": "Count",
+    "dashboard.edit.setting.count.custom": "Custom value (max {n})",
+    "dashboard.edit.setting.horizon": "Horizon",
+    "dashboard.edit.setting.horizon.days": "{n} days",
+    "dashboard.edit.setting.horizon.custom": "Custom horizon in days (max {n})",
+    "dashboard.edit.setting.view": "View",
+    "dashboard.edit.setting.size": "Size",
+    "dashboard.edit.setting.position": "Position",
+    "dashboard.edit.resize": "Resize",
+    "dashboard.picker.title": "Add widget",
+    "dashboard.picker.status.active": "Active",
+    "dashboard.picker.status.hidden": "Hidden",
+    "dashboard.picker.status.absent": "Not added",
+    "dashboard.picker.close": "Done",
+    "dashboard.picker.empty": "All widgets are already added.",
     "dashboard.section.collapse": "Collapse section",
     "dashboard.section.expand": "Expand section",
     "dashboard.urgency.overdue": "Overdue",
@@ -3883,9 +4196,30 @@ const translations: Record<Lang, Record<string, string>> = {
     "projects.field.our_side.unset": "Unknown / not set",
     "projects.field.our_side.claimant": "Claimant side",
     "projects.field.our_side.defendant": "Defendant side",
+    "projects.field.our_side.applicant": "Applicant",
+    "projects.field.our_side.appellant": "Appellant",
+    "projects.field.our_side.respondent": "Respondent",
+    "projects.field.our_side.third_party": "Third Party",
+    "projects.field.our_side.other": "Other party",
     "projects.field.our_side.court": "Court / tribunal",
     "projects.field.our_side.both": "Both sides",
     "projects.field.our_side.none": "—",
+    "projects.field.client_role": "Client Role",
+    "projects.field.client_role.hint": "Pre-selects the perspective chip in the Fristenrechner Determinator: Active → claimant side, Reactive → defendant side. Always overridable from there.",
+    "projects.field.client_role.unset": "Unknown",
+    "projects.field.client_role.group.active": "Active (we initiate)",
+    "projects.field.client_role.group.reactive": "Reactive (we defend)",
+    "projects.field.client_role.group.other": "Third Party / Other",
+    "projects.field.client_role.claimant": "Claimant side",
+    "projects.field.client_role.applicant": "Applicant",
+    "projects.field.client_role.appellant": "Appellant",
+    "projects.field.client_role.defendant": "Defendant side",
+    "projects.field.client_role.respondent": "Respondent",
+    "projects.field.client_role.third_party": "Third Party",
+    "projects.field.client_role.other": "Other party",
+    "projects.field.opponent_code": "Opponent code",
+    "projects.field.opponent_code.placeholder": "e.g. OPNT",
+    "projects.field.opponent_code.hint": "Short slug for the opposing party (uppercase letters, digits, dashes, max 16 chars). Used as the middle segment in auto-derived project codes (e.g. EXMPL.OPNT.567.INF.CFI).",
     "projects.field.status": "Status",
     "projects.error.title_required": "Title required",
     "projects.detail.edit.type_change_warning.title": "These fields will be cleared:",
@@ -4079,6 +4413,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "projects.type.patent": "Patent",
     "projects.type.case": "Case",
     "projects.type.project": "Project",
+    "projects.type.other": "Other",
     "projects.team.role.lead": "Lead",
     "projects.team.role.associate": "Associate",
     "projects.team.role.pa": "PA",
@@ -4086,10 +4421,15 @@ const translations: Record<Lang, Record<string, string>> = {
     "projects.team.role.local_counsel": "Local Counsel",
     "projects.team.role.expert": "Expert",
     "projects.team.role.observer": "Observer",
+    "projects.team.responsibility.admin": "Admin",
+    "projects.team.responsibility.admin.hint": "Can manage team and roles on this project and its sub-projects",
     "projects.team.responsibility.lead": "Lead",
     "projects.team.responsibility.member": "Member",
     "projects.team.responsibility.observer": "Observer",
     "projects.team.responsibility.external": "External",
+    "projects.team.error.last_admin": "At least one admin must remain on this project or an ancestor.",
+    "projects.team.error.forbidden": "This action is not permitted.",
+    "projects.team.error.generic": "Action failed.",
     "projects.team.profession.partner": "Partner",
     "projects.team.profession.of_counsel": "Of Counsel",
     "projects.team.profession.associate": "Associate",
@@ -4139,6 +4479,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "projects.chip.type.patent": "Patent",
     "projects.chip.type.case": "Case",
     "projects.chip.type.project": "Project",
+    "projects.chip.type.other": "Other",
     "projects.chip.multi.none": "Nothing selected",
     "projects.chip.multi.count": "{n} selected",
     "projects.empty.filtered.action": "Reset filters",
@@ -4244,7 +4585,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "appointments.list.title": "Appointments \u2014 Paliad",
     "appointments.list.heading": "Appointments",
     "appointments.list.subtitle": "Hearings, meetings, consultations \u2014 personal or matter-linked.",
-    "appointments.list.calendar": "Calendar view",
     "appointments.list.new": "New appointment",
     "appointments.summary.today": "Today",
     "appointments.summary.thisweek": "This week",
@@ -4300,11 +4640,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "appointments.detail.saved": "Saved.",
     "appointments.detail.delete": "Delete appointment",
     "appointments.detail.delete.confirm": "Really delete this appointment?",
-    "appointments.kalender.title": "Appointment calendar \u2014 Paliad",
-    "appointments.kalender.heading": "Appointment calendar",
-    "appointments.kalender.subtitle": "Monthly overview of all appointments.",
-    "appointments.kalender.list": "List view",
-    "appointments.kalender.empty": "No appointments in the selected period.",
 
     // t-paliad-110 \u2014 unified Events page (rendered on /deadlines + /appointments).
     "events.toggle.deadline": "Deadlines",
@@ -4325,7 +4660,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "events.view.cards": "Cards",
     "events.view.list": "List",
     "events.view.calendar": "Calendar",
-    "events.calendar.empty": "No entries in the selected period.",
     "caldav.title": "CalDAV sync \u2014 Paliad",
     "caldav.heading": "CalDAV sync",
     "caldav.subtitle": "Sync your Paliad appointments with your external calendar (Nextcloud, iCloud, Outlook, mailcow\u2026). The password is stored encrypted and never returned.",
@@ -4443,6 +4777,13 @@ const translations: Record<Lang, Record<string, string>> = {
     "agenda.appointment_type.deadline_hearing": "Deadline hearing",
     "agenda.day.today": "Today",
     "agenda.day.tomorrow": "Tomorrow",
+    "agenda.day.mo": "Mon",
+    "agenda.day.di": "Tue",
+    "agenda.day.mi": "Wed",
+    "agenda.day.do": "Thu",
+    "agenda.day.fr": "Fri",
+    "agenda.day.sa": "Sat",
+    "agenda.day.so": "Sun",
     "agenda.urgency.overdue": "Overdue",
     "agenda.urgency.today": "Today",
     "agenda.urgency.tomorrow": "Tomorrow",
@@ -4478,6 +4819,12 @@ const translations: Record<Lang, Record<string, string>> = {
     "team.filter.project.all": "All projects",
     "team.filter.project.selected": "selected",
     "team.filter.project.clear": "Deselect all",
+    // Click-to-select (t-paliad-223 #53).
+    "team.selection.count": "{n} selected",
+    "team.selection.clear": "Clear selection",
+    "team.selection.send": "Email selection",
+    "team.selection.select_all": "Select all visible",
+    "team.selection.toggle_card": "Select contact",
     // Broadcast modal (t-paliad-147)
     "team.broadcast.button": "Email selection",
     "team.broadcast.title": "Email selection",
@@ -4710,8 +5057,24 @@ const translations: Record<Lang, Record<string, string>> = {
     "admin.team.heading": "Team Management",
     "admin.team.subtitle": "View, edit and add Paliad accounts.",
     "admin.team.search.placeholder": "Search by name or email…",
+    "admin.team.add.full": "Add account directly",
     "admin.team.add.direct": "Onboard existing account",
     "admin.team.add.invite": "Invite Colleague",
+    "admin.team.add_full.title": "Add account directly",
+    "admin.team.add_full.body": "Creates both the login account and the Paliad profile. The new colleague receives an email with a link to set a password.",
+    "admin.team.add_full.email": "Email",
+    "admin.team.add_full.name": "Display name",
+    "admin.team.add_full.office": "Office",
+    "admin.team.add_full.profession": "Profession",
+    "admin.team.add_full.job_title": "Job title",
+    "admin.team.add_full.lang": "Language",
+    "admin.team.add_full.send_welcome": "Send welcome email with login link",
+    "admin.team.add_full.cancel": "Cancel",
+    "admin.team.add_full.submit": "Create",
+    "admin.team.add_full.feedback.added": "Account created.",
+    "admin.team.add_full.error.unavailable": "Add-User path is not configured (SUPABASE_SERVICE_ROLE_KEY missing on the server).",
+    "admin.team.add_full.error.email_exists": "An account already exists for this email — please use 'Onboard existing account' instead.",
+    "admin.team.add_full.error.generic": "Could not create the account.",
     "admin.team.loading": "Loading…",
     "admin.team.empty": "No matches.",
     "admin.team.error.forbidden": "Admins only.",
@@ -4964,6 +5327,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "approvals.suggest.next_request_link": "→ New suggestion by {name}",
     "approvals.suggest.unsupported_lifecycle": "Suggest changes is only available for update requests.",
     "approvals.suggest.section.editable": "Fields",
+    "approvals.suggest.section.event_type_rule": "Event type + rule",
     "approvals.suggest.section.context": "Context",
     "approvals.suggest.context.project": "Project",
     "approvals.suggest.context.requester": "Submitted by",

frontend/src/client/paliadin-context.ts

@@ -93,12 +93,13 @@ export function routeNameFor(pathname: string): string {
   if (/^\/projects\/[^/]+\/settings/.test(pathname)) return "projects.settings";
   if (/^\/deadlines\/[^/]+$/.test(pathname)) return "deadlines.detail";
   if (pathname === "/deadlines/new") return "deadlines.new";
-  if (pathname === "/deadlines/calendar") return "deadlines.calendar";
   if (pathname === "/deadlines") return "deadlines.list";
   if (/^\/appointments\/[^/]+$/.test(pathname)) return "appointments.detail";
   if (pathname === "/appointments/new") return "appointments.new";
-  if (pathname === "/appointments/calendar") return "appointments.calendar";
   if (pathname === "/appointments") return "appointments.list";
+  // /deadlines/calendar + /appointments/calendar are 301 redirects to
+  // /events?type=…&view=calendar since t-paliad-224 — the client never
+  // sees those pathnames any more.
   if (pathname === "/agenda") return "agenda";
   if (pathname === "/inbox") return "inbox";
   if (pathname === "/dashboard" || pathname === "/") return "dashboard";

frontend/src/client/project-form.ts

@@ -8,6 +8,11 @@ export interface ProjectMini {
   title: string;
   type: string;
   reference?: string | null;
+  // t-paliad-222 / m/paliad#50: auto-derived dotted project code from
+  // the ancestor tree. Populated by the service projection on every
+  // /api/projects response, so the picker can show the code without an
+  // extra fetch.
+  code?: string;
 }
 
 export interface ProjectFormState {
@@ -48,9 +53,11 @@ function tryGet(id: string): HTMLElement | null {
 export function showFieldsForType(typeSel: string) {
   const parentWrap = tryGet("projekt-parent-wrap") as HTMLDivElement | null;
   const clientFields = tryGet("fields-client") as HTMLDivElement | null;
+  const litigationFields = tryGet("fields-litigation") as HTMLDivElement | null;
   const patentFields = tryGet("fields-patent") as HTMLDivElement | null;
   const caseFields = tryGet("fields-case") as HTMLDivElement | null;
   if (clientFields) clientFields.style.display = typeSel === "client" ? "block" : "none";
+  if (litigationFields) litigationFields.style.display = typeSel === "litigation" ? "block" : "none";
   if (patentFields) patentFields.style.display = typeSel === "patent" ? "block" : "none";
   if (caseFields) caseFields.style.display = typeSel === "case" ? "block" : "none";
   if (parentWrap) parentWrap.style.display = typeSel === "client" ? "none" : "block";
@@ -88,18 +95,28 @@ export function initParentPicker() {
     }
     const matches = parentCandidates
       .filter((p) => {
-        const hay = (p.title + " " + (p.reference || "")).toLowerCase();
+        // Search across title + manual reference + auto-derived code
+        // so the user can type "EXMPL" or "INF.CFI" and find the row.
+        const hay = (p.title + " " + (p.reference || "") + " " + (p.code || "")).toLowerCase();
         return hay.includes(q);
       })
       .slice(0, 8);
     sugs.innerHTML = matches
-      .map(
-        (p) =>
-          `<div class="collab-suggestion" data-id="${esc(p.id)}" data-title="${esc(p.title)}">
+      .map((p) => {
+        // Render the auto-derived code (if any, and distinct from
+        // reference) as a small mono badge on the right so the user
+        // can disambiguate two same-titled projects by their tree
+        // position. Single template literal kept readable inline.
+        const code = p.code && p.code !== (p.reference || "") ? p.code : "";
+        const codeBadge = code
+          ? `<span class="entity-ref entity-ref-code">${esc(code)}</span>`
+          : "";
+        return `<div class="collab-suggestion" data-id="${esc(p.id)}" data-title="${esc(p.title)}">
             <strong>${esc(p.title)}</strong>
             <span class="entity-type-chip entity-type-${esc(p.type)}">${esc(tDyn("projects.type." + p.type) || p.type)}</span>
-          </div>`,
-      )
+            ${codeBadge}
+          </div>`;
+      })
       .join("");
     sugs.querySelectorAll<HTMLDivElement>(".collab-suggestion").forEach((el) => {
       el.addEventListener("click", () => {
@@ -174,20 +191,32 @@ export function readPayload(
     const gd = ($("project-grant-date") as HTMLInputElement).value;
     if (gd) payload.grant_date = gd + "T00:00:00Z";
   }
+  if (type === "litigation") {
+    // opponent_code is the litigation-only short slug used as the
+    // middle segment when BuildProjectCode auto-derives a project
+    // code from the ancestor tree (t-paliad-222 / m/paliad#50).
+    // Uppercased on submit so the user can type lowercase comfortably
+    // — the DB CHECK enforces the [A-Z0-9-]{1,16} pattern.
+    const ocEl = tryGet("project-opponent-code") as HTMLInputElement | null;
+    if (ocEl) {
+      const v = ocEl.value.trim().toUpperCase();
+      if (v) payload.opponent_code = v;
+      else if (!opts.omitEmpty) payload.opponent_code = "";
+    }
+  }
   if (type === "case") {
     stringField("project-court", "court");
     stringField("project-case-number", "case_number");
-  }
 
-  // our_side is type-agnostic — every project type can carry "Wir
-  // vertreten" because the Determinator picks it up regardless of
-  // type. The select uses "" for the unset option; the service maps
-  // empty string to NULL via nullableOurSide.
-  const osSel = tryGet("project-our-side") as HTMLSelectElement | null;
-  if (osSel) {
-    const v = osSel.value.trim();
-    if (v) payload.our_side = v;
-    else if (!opts.omitEmpty) payload.our_side = "";
+    // Client Role (DB column: our_side) — case-only after t-paliad-222.
+    // The select uses "" for the unset option; the service maps empty
+    // string to NULL via nullableOurSide.
+    const osSel = tryGet("project-our-side") as HTMLSelectElement | null;
+    if (osSel) {
+      const v = osSel.value.trim();
+      if (v) payload.our_side = v;
+      else if (!opts.omitEmpty) payload.our_side = "";
+    }
   }
 
   const desc = ($("project-description") as HTMLTextAreaElement).value.trim();
@@ -228,6 +257,8 @@ export function prefillForm(p: Record<string, unknown>) {
   get("project-case-number").value = String(p.case_number ?? "");
   const osSel = tryGet("project-our-side") as HTMLSelectElement | null;
   if (osSel) osSel.value = String(p.our_side ?? "");
+  const ocEl = tryGet("project-opponent-code") as HTMLInputElement | null;
+  if (ocEl) ocEl.value = String(p.opponent_code ?? "");
   getTA("project-description").value = String(p.description ?? "");
   getSel("project-status").value = String(p.status ?? "active");
 }

frontend/src/client/projects-detail.ts

@@ -21,6 +21,12 @@ interface Project {
   path: string;
   title: string;
   reference?: string | null;
+  // t-paliad-222 / m/paliad#50: auto-derived dotted project code from
+  // the ancestor tree (e.g. EXMPL.OPNT.789.INF.CFI). Populated by the
+  // service layer on every projection; equal to `reference` when the
+  // user typed an override.
+  code?: string;
+  opponent_code?: string | null;
   description?: string | null;
   status: string;
   client_number?: string | null;
@@ -34,6 +40,12 @@ interface Project {
   grant_date?: string | null;
   court?: string | null;
   case_number?: string | null;
+  // t-paliad-223: piggybacked onto the GET /api/projects/{id} payload so
+  // the team panel can render an inline <select> for callers who can
+  // change responsibilities (global_admin or effective_project_admin on
+  // this project / ancestor). Optional for back-compat with cached
+  // payloads.
+  effective_admin?: boolean;
   updated_at: string;
   created_at: string;
 }
@@ -1089,6 +1101,24 @@ function renderHeader() {
   (document.getElementById("project-title-display") as HTMLElement).textContent = project.title;
   (document.getElementById("project-ref-display") as HTMLElement).textContent = project.reference || "";
 
+  // t-paliad-222 / m/paliad#50 — show the auto-derived project code
+  // as a second badge whenever it's non-empty AND distinct from the
+  // manual reference. Hides when the derived value equals reference
+  // (avoids visual duplication when the user typed the same string)
+  // or when no derivation produced a value.
+  const codeEl = document.getElementById("project-code-display") as HTMLElement | null;
+  if (codeEl) {
+    const code = project.code ?? "";
+    const ref = project.reference ?? "";
+    if (code && code !== ref) {
+      codeEl.textContent = code;
+      codeEl.style.display = "";
+    } else {
+      codeEl.textContent = "";
+      codeEl.style.display = "none";
+    }
+  }
+
   // t-paliad-177 — link from Verlauf header to standalone chart page.
   // Wired here (not in the TSX shell) because we need the resolved
   // project id, which only exists after the detail fetch settles.
@@ -2494,6 +2524,11 @@ function renderTeam() {
   }
   empty.style.display = "none";
 
+  // t-paliad-223: callers with effective_project_admin authority see an
+  // inline <select> on the Rolle cell. Everyone else sees the read-only
+  // <span>. The bool comes from the GET /api/projects/{id} payload.
+  const canEditResponsibility = !!project?.effective_admin;
+
   body.innerHTML = teamMembers
     .map((m) => {
       // t-paliad-148: profession is firm-wide (read-only badge) and
@@ -2519,11 +2554,20 @@ function renderTeam() {
           : "";
       const officeLabel = m.user_office ? tDyn("office." + m.user_office) || m.user_office : "";
       const profCls = m.user_profession ? "projekt-team-profession" : "projekt-team-profession projekt-team-profession--none";
+
+      // Inline-select only on direct rows where the caller can edit.
+      // Inherited rows stay read-only — the edit must happen at the
+      // ancestor where the row is direct.
+      const responsibilityCell =
+        canEditResponsibility && !m.inherited
+          ? renderResponsibilitySelect(m.user_id, responsibility)
+          : `<span class="projekt-team-responsibility">${esc(responsibilityLabel)}</span>`;
+
       return `<tr>
         <td><strong>${esc(m.user_display_name || m.user_email)}</strong>
             <span class="form-hint">&middot; ${esc(m.user_email)}${officeLabel ? " &middot; " + esc(officeLabel) : ""}</span></td>
         <td><span class="${profCls}" title="${escAttr(professionTitle)}">${esc(professionLabel)}</span></td>
-        <td><span class="projekt-team-responsibility">${esc(responsibilityLabel)}</span></td>
+        <td>${responsibilityCell}</td>
         <td>${source}</td>
         <td>${removeBtn}</td>
       </tr>`;
@@ -2542,6 +2586,47 @@ function renderTeam() {
       if (resp.ok) {
         await loadTeam(project.id);
         renderTeam();
+      } else {
+        await showTeamErrorToast(resp);
+      }
+    });
+  });
+
+  body.querySelectorAll<HTMLSelectElement>(".team-responsibility-select").forEach((sel) => {
+    // Capture the pre-change value on focus so we can roll back the
+    // <select> if the PATCH fails (e.g. last-admin guard).
+    sel.dataset.previous = sel.value;
+    sel.addEventListener("focus", () => {
+      sel.dataset.previous = sel.value;
+    });
+    sel.addEventListener("change", async () => {
+      if (!project) return;
+      const userID = sel.dataset.userId!;
+      const previous = sel.dataset.previous || "member";
+      const next = sel.value;
+      if (next === previous) return;
+      sel.disabled = true;
+      try {
+        const resp = await fetch(
+          `/api/projects/${project.id}/team/${encodeURIComponent(userID)}`,
+          {
+            method: "PATCH",
+            headers: { "Content-Type": "application/json" },
+            body: JSON.stringify({ responsibility: next }),
+          },
+        );
+        if (!resp.ok) {
+          sel.value = previous;
+          await showTeamErrorToast(resp);
+          return;
+        }
+        sel.dataset.previous = next;
+        // Refresh the team list so derived/descendant sections re-render
+        // with the new authority shape.
+        await loadTeam(project.id);
+        renderTeam();
+      } finally {
+        sel.disabled = false;
       }
     });
   });
@@ -2725,7 +2810,54 @@ function wireExportButton(projectID: string): void {
 function canRemoveTeamMember(m: ProjectTeamMember): boolean {
   if (!me) return false;
   if (m.user_id === me.id) return true;
-  return me.global_role === "global_admin";
+  if (me.global_role === "global_admin") return true;
+  // t-paliad-223: effective_project_admin (from the project payload)
+  // also covers remove. RLS makes the request fail anyway if the bit is
+  // stale; this just hides the affordance.
+  return !!project?.effective_admin;
+}
+
+// t-paliad-223: build the inline <select> for the responsibility cell.
+// Options mirror the IsValidResponsibility set in approval_levels.go.
+function renderResponsibilitySelect(userID: string, current: string): string {
+  const options = ["admin", "lead", "member", "observer", "external"]
+    .map((v) => {
+      const label = tDyn(`projects.team.responsibility.${v}`) || v;
+      const sel = v === current ? " selected" : "";
+      return `<option value="${esc(v)}"${sel}>${esc(label)}</option>`;
+    })
+    .join("");
+  return `<select class="team-responsibility-select projekt-team-responsibility" data-user-id="${esc(userID)}">${options}</select>`;
+}
+
+// t-paliad-223: surface backend error responses (last-admin guard / 403
+// from RLS / etc.) as a transient toast. We have no global toast service
+// yet on this page, so write into #team-msg.
+async function showTeamErrorToast(resp: Response): Promise<void> {
+  const msg = document.getElementById("team-msg") as HTMLParagraphElement | null;
+  if (!msg) return;
+  let text = "";
+  try {
+    const data = (await resp.json()) as { error?: string };
+    text = data?.error || "";
+  } catch {
+    text = "";
+  }
+  if (!text) {
+    if (resp.status === 409) text = t("projects.team.error.last_admin") || "Mindestens ein Admin muss auf diesem Projekt oder einem übergeordneten verbleiben.";
+    else if (resp.status === 403 || resp.status === 404) text = t("projects.team.error.forbidden") || "Diese Aktion ist nicht erlaubt.";
+    else text = t("projects.team.error.generic") || "Aktion fehlgeschlagen.";
+  }
+  msg.textContent = text;
+  msg.classList.add("form-msg--error");
+  // Auto-clear after 5s so a stale error doesn't linger past the next
+  // successful action.
+  window.setTimeout(() => {
+    if (msg.textContent === text) {
+      msg.textContent = "";
+      msg.classList.remove("form-msg--error");
+    }
+  }, 5000);
 }
 
 function initTeamForm(id: string) {

frontend/src/client/team.ts

@@ -77,6 +77,25 @@ let activeRole = "all";
 let activeProjectIDs: Set<string> = new Set();
 let searchQuery = "";
 
+// t-paliad-223 (#53) — explicit click-to-select layer ON TOP of the existing
+// filter pills. When selection.size > 0 the sticky footer takes over the
+// broadcast action and targets only the explicit subset; with empty
+// selection the existing top-bar broadcast button still targets the whole
+// filter result (purely additive).
+//
+// Invariant: selection only ever holds user_ids that match the current
+// filter set — render() prunes drop-outs every cycle. This keeps the
+// counter honest and avoids "hidden-but-selected" debug nightmares.
+const selectedUserIDs: Set<string> = new Set();
+// For Shift-click range select — the user_id of the most recent toggle
+// in the currently-rendered list order. Reset to null on any filter
+// change so the range never spans an invisible row.
+let lastToggledUserID: string | null = null;
+// Snapshot of the rendered user-IDs in DOM order, refreshed on each render.
+// Drives Shift-click range expansion and the master-checkbox "select all
+// visible" action.
+let renderedUserIDs: string[] = [];
+
 const ICON_MAIL = '<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M4 4h16c1.1 0 2 .9 2 2v12c0 1.1-.9 2-2 2H4c-1.1 0-2-.9-2-2V6c0-1.1.9-2 2-2z"/><polyline points="22,6 12,13 2,6"/></svg>';
 const ICON_PIN = '<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M21 10c0 7-9 13-9 13s-9-6-9-13a9 9 0 0 1 18 0z"/><circle cx="12" cy="10" r="3"/></svg>';
 
@@ -403,8 +422,17 @@ function memberAsUser(m: DepartmentMember): User | undefined {
 function renderUserCard(u: User): string {
   const additional = (u.additional_offices ?? []).filter((o) => o !== u.office);
   const jobTitle = (u.job_title ?? "").trim();
+  // t-paliad-223 (#53): per-row select-checkbox. Wrapped in a label so a
+  // click on the checkbox cell triggers the toggle; the rest of the card
+  // (links, email, etc.) keeps its native behaviour. Selection state
+  // mirrored to data-selected so the CSS can highlight the card.
+  const selected = selectedUserIDs.has(u.id);
+  const selectAria = t("team.selection.toggle_card") || "Kontakt auswählen";
   return `
-  <article class="team-card">
+  <article class="team-card" data-user-id="${esc(u.id)}" data-selected="${selected ? "true" : "false"}">
+    <label class="team-card-select" title="${escAttr(selectAria)}">
+      <input type="checkbox" class="team-card-select-input" data-user-id="${esc(u.id)}"${selected ? " checked" : ""} aria-label="${escAttr(selectAria)}" />
+    </label>
     <div class="team-avatar" aria-hidden="true">${esc(initials(u.display_name))}</div>
     <div class="team-card-body">
       <div class="team-card-name">${esc(u.display_name)}</div>
@@ -418,6 +446,13 @@ function renderUserCard(u: User): string {
   </article>`;
 }
 
+// escAttr is the attribute-context counterpart of esc. Used in title=""
+// + aria-label="" where esc()'s div-textContent trick is fine but
+// double-quote-escaping is the bit we actually need.
+function escAttr(s: string): string {
+  return esc(s).replace(/"/g, "&quot;");
+}
+
 function renderGroupByOffice(filtered: User[]): string {
   const present = presentOffices();
   const sections = present
@@ -505,12 +540,22 @@ function render() {
   const filtered = users.filter(
     (u) => userMatchesOffice(u) && userMatchesRole(u) && userMatchesProject(u) && userMatchesSearch(u),
   );
+
+  // t-paliad-223 (#53): prune drop-outs from the explicit selection. The
+  // invariant is "selection ⊆ visible"; carrying invisible IDs forward
+  // would create stale "12 selected" counters that don't match what the
+  // user sees on screen.
+  pruneSelectionToVisible(new Set(filtered.map((u) => u.id)));
+
   count.textContent = `${filtered.length} / ${users.length}`;
   updateBroadcastButton();
 
   if (filtered.length === 0) {
     list.innerHTML = "";
     empty.style.display = "block";
+    renderedUserIDs = [];
+    syncMasterCheckbox();
+    renderSelectionFooter();
     return;
   }
   empty.style.display = "none";
@@ -518,6 +563,223 @@ function render() {
   list.innerHTML = groupBy === "office"
     ? renderGroupByOffice(filtered)
     : renderGroupByDepartment(filtered);
+
+  // Refresh the DOM-order snapshot Shift-click + master-checkbox rely on.
+  renderedUserIDs = Array.from(
+    list.querySelectorAll<HTMLElement>(".team-card"),
+  ).map((el) => el.dataset.userId || "");
+
+  wireSelectionCheckboxes(list);
+  syncMasterCheckbox();
+  renderSelectionFooter();
+}
+
+// pruneSelectionToVisible drops user_ids from selection that no longer
+// match the visible set. Always called from render() before painting so
+// the per-row "checked" state and the footer counter stay in sync.
+function pruneSelectionToVisible(visible: Set<string>): void {
+  const removed: string[] = [];
+  for (const id of selectedUserIDs) {
+    if (!visible.has(id)) removed.push(id);
+  }
+  for (const id of removed) selectedUserIDs.delete(id);
+  if (removed.length > 0 && lastToggledUserID && !visible.has(lastToggledUserID)) {
+    lastToggledUserID = null;
+  }
+}
+
+// wireSelectionCheckboxes attaches click handlers to every per-row
+// checkbox in the freshly-rendered list. Each click toggles the
+// underlying selection Set + the data-selected attribute on the card.
+// Shift-click extends a contiguous range from the previous toggle to
+// the current row using renderedUserIDs as the order reference.
+function wireSelectionCheckboxes(list: HTMLElement): void {
+  list.querySelectorAll<HTMLInputElement>(".team-card-select-input").forEach((cb) => {
+    cb.addEventListener("click", (ev) => {
+      const id = cb.dataset.userId || "";
+      if (!id) return;
+      const checked = cb.checked;
+      if ((ev as MouseEvent).shiftKey && lastToggledUserID && lastToggledUserID !== id) {
+        applyRangeSelection(lastToggledUserID, id, checked);
+      } else {
+        if (checked) selectedUserIDs.add(id);
+        else selectedUserIDs.delete(id);
+      }
+      lastToggledUserID = id;
+      // Visual + footer refresh without a full re-render (selection
+      // changes don't affect the filter set; render() is reserved for
+      // filter/data changes to keep typing in the search box fast).
+      refreshCardSelectedAttribute();
+      syncMasterCheckbox();
+      renderSelectionFooter();
+    });
+  });
+}
+
+// applyRangeSelection sets selection state for every user between
+// (inclusive) startID and endID in renderedUserIDs order. Mode = the
+// final state — checked => add to selection, unchecked => remove.
+function applyRangeSelection(startID: string, endID: string, mode: boolean): void {
+  const a = renderedUserIDs.indexOf(startID);
+  const b = renderedUserIDs.indexOf(endID);
+  if (a === -1 || b === -1) {
+    // One of the anchors dropped out of the current visible set; fall
+    // back to a single-row toggle of the end-id.
+    if (mode) selectedUserIDs.add(endID);
+    else selectedUserIDs.delete(endID);
+    return;
+  }
+  const [lo, hi] = a <= b ? [a, b] : [b, a];
+  for (let i = lo; i <= hi; i++) {
+    const id = renderedUserIDs[i];
+    if (mode) selectedUserIDs.add(id);
+    else selectedUserIDs.delete(id);
+  }
+}
+
+// refreshCardSelectedAttribute syncs every visible card's data-selected
+// + checkbox.checked to the canonical Set, without a full re-render.
+function refreshCardSelectedAttribute(): void {
+  const list = document.getElementById("team-list");
+  if (!list) return;
+  list.querySelectorAll<HTMLElement>(".team-card").forEach((card) => {
+    const id = card.dataset.userId || "";
+    const selected = selectedUserIDs.has(id);
+    card.dataset.selected = selected ? "true" : "false";
+    const cb = card.querySelector<HTMLInputElement>(".team-card-select-input");
+    if (cb) cb.checked = selected;
+  });
+}
+
+// renderSelectionFooter mounts (or hides) the sticky footer that takes
+// over the broadcast action when ≥ 1 row is checked. The footer lives
+// outside the main content tree so it can be position: fixed without
+// fighting any of the existing layout rules.
+function renderSelectionFooter(): void {
+  let footer = document.getElementById("team-selection-footer") as HTMLDivElement | null;
+  const n = selectedUserIDs.size;
+  if (n === 0) {
+    if (footer) footer.style.display = "none";
+    document.body.classList.remove("team-has-selection");
+    return;
+  }
+  if (!footer) {
+    footer = document.createElement("div");
+    footer.id = "team-selection-footer";
+    footer.className = "team-selection-footer";
+    document.body.appendChild(footer);
+  }
+  const countLabel = (t("team.selection.count") || "{n} ausgewählt").replace(
+    "{n}",
+    String(n),
+  );
+  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>
+  `;
+  footer.style.display = "";
+  document.body.classList.add("team-has-selection");
+  document.getElementById("team-selection-clear")?.addEventListener("click", () => {
+    selectedUserIDs.clear();
+    lastToggledUserID = null;
+    refreshCardSelectedAttribute();
+    syncMasterCheckbox();
+    renderSelectionFooter();
+  });
+  document.getElementById("team-selection-send")?.addEventListener("click", () => {
+    onBroadcastFromSelection();
+  });
+}
+
+// selectedRecipients maps the explicit selection Set into the
+// BroadcastRecipient shape openBroadcastModal expects. Mirrors the
+// role-resolution rules of displayedRecipients() (active project
+// filter wins; falls back to first available role).
+function selectedRecipients(): BroadcastRecipient[] {
+  const out: BroadcastRecipient[] = [];
+  for (const id of selectedUserIDs) {
+    const u = users.find((u) => u.id === id);
+    if (!u) continue;
+    const m = memberships.find((m) => m.user_id === u.id);
+    let role = "";
+    if (m) {
+      if (activeProjectIDs.size > 0) {
+        const idx = m.project_ids.findIndex((pid) => activeProjectIDs.has(pid));
+        if (idx >= 0) role = m.roles[idx];
+      } else if (m.roles.length > 0) {
+        role = m.roles[0];
+      }
+    }
+    out.push({
+      user_id: u.id,
+      email: u.email,
+      display_name: u.display_name,
+      first_name: firstName(u.display_name),
+      role_on_project: role,
+    });
+  }
+  return out;
+}
+
+function onBroadcastFromSelection(): void {
+  const recipients = selectedRecipients();
+  if (recipients.length === 0) return;
+  const selectedProjectIDs = Array.from(activeProjectIDs);
+  // Same scope-resolution as displayedRecipients/onBroadcastClick: pass
+  // project_id only when exactly one is selected so the server can
+  // verify lead-ship; multi-project relies on global_admin.
+  const projectID = selectedProjectIDs.length === 1 ? selectedProjectIDs[0] : null;
+  const offices = activeOffice === "all" ? [] : [activeOffice];
+  const roles = activeRole === "all" ? [] : [activeRole];
+  openBroadcastModal({
+    recipients,
+    projectID,
+    projectIDs: selectedProjectIDs,
+    offices,
+    roles,
+  });
+}
+
+// syncMasterCheckbox refreshes the master "select all visible" checkbox
+// to one of three states: empty / partial / full. The HTML element lives
+// in team.tsx (#team-select-master); when missing (older shells) the
+// helper no-ops so the page still works.
+function syncMasterCheckbox(): void {
+  const master = document.getElementById("team-select-master") as HTMLInputElement | null;
+  if (!master) return;
+  const visible = renderedUserIDs.length;
+  if (visible === 0) {
+    master.checked = false;
+    master.indeterminate = false;
+    master.disabled = true;
+    return;
+  }
+  master.disabled = false;
+  let selectedHere = 0;
+  for (const id of renderedUserIDs) {
+    if (selectedUserIDs.has(id)) selectedHere++;
+  }
+  master.checked = selectedHere === visible;
+  master.indeterminate = selectedHere > 0 && selectedHere < visible;
+}
+
+function onMasterToggle(): void {
+  const master = document.getElementById("team-select-master") as HTMLInputElement | null;
+  if (!master) return;
+  const checked = master.checked;
+  for (const id of renderedUserIDs) {
+    if (checked) selectedUserIDs.add(id);
+    else selectedUserIDs.delete(id);
+  }
+  lastToggledUserID = checked && renderedUserIDs.length > 0 ? renderedUserIDs[renderedUserIDs.length - 1] : null;
+  refreshCardSelectedAttribute();
+  syncMasterCheckbox();
+  renderSelectionFooter();
 }
 
 function initToggle() {
@@ -547,6 +809,8 @@ document.addEventListener("DOMContentLoaded", () => {
   initSidebar();
   initSearch();
   initToggle();
+  // t-paliad-223 (#53): master checkbox toggles every visible row.
+  document.getElementById("team-select-master")?.addEventListener("change", onMasterToggle);
   onLangChange(() => {
     buildOfficeFilters();
     buildRoleFilters();

frontend/src/client/verfahrensablauf.ts

@@ -13,15 +13,26 @@ import { initSidebar } from "./sidebar";
 import {
   type DeadlineResponse,
   calculateDeadlines,
+  escHtml,
   formatDate,
   populateCourtPicker,
   renderColumnsBody,
   renderTimelineBody,
+  wireDateEditClicks,
 } from "./views/verfahrensablauf-core";
 
 let selectedType = "";
 let lastResponse: DeadlineResponse | null = null;
 
+// 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
+// user's chosen date. Cleared whenever the trigger changes (proceeding,
+// trigger date, flag toggle) so a fresh calc starts unanchored — same
+// semantic as /tools/fristenrechner.
+const anchorOverrides = new Map<string, string>();
+function clearAnchorOverrides() { anchorOverrides.clear(); }
+
 type ProcedureView = "timeline" | "columns";
 let procedureView: ProcedureView = "columns";
 
@@ -125,10 +136,14 @@ async function doCalc() {
     ? courtPicker.value
     : "";
 
+  const overrides: Record<string, string> = {};
+  for (const [code, date] of anchorOverrides) overrides[code] = date;
+
   const data = await calculateDeadlines({
     proceedingType: selectedType,
     triggerDate,
     flags: readFlags(),
+    anchorOverrides: overrides,
     courtId,
   });
   if (seq !== calcSeq) return;
@@ -143,13 +158,19 @@ async function doCalc() {
 // 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).
+// 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).
 function triggerEventLabelFor(data: DeadlineResponse): string {
   const root = data.deadlines.find((d) => d.isRootEvent);
   if (root) {
     return getLang() === "en" ? (root.nameEN || root.name) : (root.name || root.nameEN);
   }
-  return data.proceedingName || "";
+  if (getLang() === "en") {
+    return data.proceedingNameEN || data.proceedingName || "";
+  }
+  return data.proceedingName || data.proceedingNameEN || "";
 }
 
 function syncTriggerEventLabel() {
@@ -179,11 +200,23 @@ function renderResults(data: DeadlineResponse) {
     <span class="timeline-trigger-date">${t("deadlines.trigger.label")}: ${formatDate(data.triggerDate)}</span>
   </div>`;
 
-  const bodyHtml = procedureView === "columns"
-    ? renderColumnsBody(data, { showNotes })
-    : renderTimelineBody(data, { showParty: true, showNotes });
+  // Sub-track contextual note (m/paliad#58). Surfaces above the
+  // timeline body when the server routed the user-picked proceeding
+  // through a parent (e.g. upc.ccr.cfi → upc.inf.cfi with with_ccr).
+  // Plain-text banner — server-side copy is plain text per the
+  // SubTrackRouting contract.
+  const noteText = getLang() === "en"
+    ? (data.contextualNoteEN || data.contextualNote || "")
+    : (data.contextualNote || data.contextualNoteEN || "");
+  const noteHtml = noteText
+    ? `<div class="timeline-context-note" role="note">${escHtml(noteText)}</div>`
+    : "";
 
-  container.innerHTML = headerHtml + bodyHtml;
+  const bodyHtml = procedureView === "columns"
+    ? renderColumnsBody(data, { editable: true, showNotes })
+    : renderTimelineBody(data, { showParty: true, editable: true, showNotes });
+
+  container.innerHTML = headerHtml + noteHtml + bodyHtml;
   if (printBtn) printBtn.style.display = "block";
   if (toggle) toggle.style.display = "";
 
@@ -229,7 +262,12 @@ function syncInfAmendEnabled() {
 function selectProceeding(btn: HTMLButtonElement) {
   document.querySelectorAll(".proceeding-btn").forEach((b) => b.classList.remove("active"));
   btn.classList.add("active");
-  selectedType = btn.dataset.code || "";
+  const nextType = btn.dataset.code || "";
+  // Different proceeding tree → previously-set overrides reference
+  // rule codes that don't exist in the new tree. Clear before the
+  // next calc so the fresh proceeding starts unanchored.
+  if (selectedType !== nextType) clearAnchorOverrides();
+  selectedType = nextType;
 
   // Trigger-event label fires from the calc response (root rule).
   // Until step 3 renders, fall back to an em-dash placeholder.
@@ -312,6 +350,21 @@ document.addEventListener("DOMContentLoaded", () => {
 
   document.getElementById("fristen-print-btn")?.addEventListener("click", () => window.print());
 
+  // Click-to-edit on timeline / column date cells — same delegated
+  // pattern as /tools/fristenrechner. Survives renderResults()'s
+  // innerHTML rewrites because the listener lives on the container.
+  const timelineContainer = document.getElementById("timeline-container");
+  if (timelineContainer) {
+    wireDateEditClicks(timelineContainer, (ruleCode, newValue) => {
+      if (newValue === "") {
+        anchorOverrides.delete(ruleCode);
+      } else {
+        anchorOverrides.set(ruleCode, newValue);
+      }
+      scheduleCalc(0);
+    });
+  }
+
   // Notes toggle — restores last preference on load + re-renders when
   // the user flips it. Lives in the same toggle bar as the view picker.
   const notesShowCb = document.getElementById("fristen-notes-show") as HTMLInputElement | null;

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

@@ -1,525 +1,28 @@
-import { t, tDyn, type I18nKey, getLang } from "../i18n";
+import { mountCalendar, type CalendarItem } from "../calendar/mount-calendar";
 import type { RenderSpec, ViewRow } from "./types";
 
-// shape-calendar: month / week / day views. The view switcher is rendered
-// inline above the grid; the active view persists in the URL via
-// ?cal_view= so /views/<slug>?cal_view=day&cal_date=2026-05-18 is a
-// shareable deep-link. Each view buckets the same flat ViewRow[] by
-// ISO-date — only the rendering differs.
-
-type CalView = "month" | "week" | "day";
-
-const VIEW_PARAM = "cal_view";
-const DATE_PARAM = "cal_date";
-const MAX_PILLS_PER_MONTH_CELL = 3;
+// shape-calendar — Custom Views calendar shape. Since t-paliad-224 this
+// is a thin adapter on top of the canonical mountCalendar() in
+// frontend/src/client/calendar/mount-calendar.ts. /events Kalender tab
+// uses the same module so both surfaces render identical DOM.
+// See docs/design-calendar-view-align-2026-05-20.md.
 
 export function renderCalendarShape(host: HTMLElement, rows: ViewRow[], render: RenderSpec): void {
-  host.innerHTML = "";
-  const cfg = render.calendar ?? {};
-
-  // Mobile fallback: viewport <600px collapses to cards (cleaner on narrow
-  // screens). Documented in design §9 trade-off 8.
-  if (window.innerWidth < 600) {
-    const notice = document.createElement("p");
-    notice.className = "views-calendar-mobile-notice";
-    notice.textContent = t("views.calendar.mobile_fallback");
-    host.appendChild(notice);
-  }
-
-  const initialView = readView(cfg.default_view);
-  const anchor = readAnchor(rows);
-  paint(host, rows, anchor, initialView);
-}
-
-// paint redraws the calendar in the supplied view + anchor. Called from
-// the view switcher and from the day/week navigation buttons. Each paint
-// clears the host so we don't leak prior DOM.
-function paint(host: HTMLElement, rows: ViewRow[], anchor: Date, view: CalView): void {
-  // Keep the mobile-notice (first child) if present; everything else is
-  // re-rendered each time.
-  const notice = host.querySelector<HTMLElement>(".views-calendar-mobile-notice");
-  host.innerHTML = "";
-  if (notice) host.appendChild(notice);
-
-  const wrap = document.createElement("div");
-  wrap.className = `views-calendar views-calendar--${view}`;
-  wrap.appendChild(renderToolbar(view, anchor, (nextView, nextAnchor) => {
-    writeURL(nextView, nextAnchor);
-    paint(host, rows, nextAnchor, nextView);
-  }));
-
-  if (view === "month") {
-    wrap.appendChild(renderMonth(anchor, rows, (clickedDate) => {
-      writeURL("day", clickedDate);
-      paint(host, rows, clickedDate, "day");
-    }));
-  } else if (view === "week") {
-    wrap.appendChild(renderWeek(anchor, rows));
-  } else {
-    wrap.appendChild(renderDay(anchor, rows));
-  }
-
-  host.appendChild(wrap);
-}
-
-// --- Toolbar -------------------------------------------------------------
-
-function renderToolbar(
-  view: CalView,
-  anchor: Date,
-  onNav: (view: CalView, anchor: Date) => void,
-): HTMLElement {
-  const bar = document.createElement("div");
-  bar.className = "views-calendar-toolbar";
-
-  // View switcher: month / week / day chips.
-  const switcher = document.createElement("div");
-  switcher.className = "views-calendar-view-switcher agenda-chip-row";
-  switcher.setAttribute("role", "tablist");
-  for (const v of ["month", "week", "day"] as CalView[]) {
-    const chip = document.createElement("button");
-    chip.type = "button";
-    chip.className = "agenda-chip views-calendar-view-chip" + (v === view ? " agenda-chip-active" : "");
-    chip.dataset.calView = v;
-    chip.setAttribute("role", "tab");
-    chip.setAttribute("aria-selected", v === view ? "true" : "false");
-    chip.textContent = t(`cal.view.${v}` as I18nKey);
-    chip.addEventListener("click", () => {
-      if (v === view) return;
-      onNav(v, anchor);
-    });
-    switcher.appendChild(chip);
-  }
-  bar.appendChild(switcher);
-
-  // Prev / current-label / next. Step size depends on the view.
-  const nav = document.createElement("div");
-  nav.className = "views-calendar-nav";
-
-  const prev = document.createElement("button");
-  prev.type = "button";
-  prev.className = "btn-secondary btn-small views-calendar-nav-btn";
-  prev.setAttribute("aria-label", t(navLabelKey(view, "prev")));
-  prev.textContent = "‹";
-  prev.addEventListener("click", () => onNav(view, shift(anchor, view, -1)));
-  nav.appendChild(prev);
-
-  const label = document.createElement("span");
-  label.className = "views-calendar-nav-label";
-  label.textContent = formatRangeLabel(view, anchor);
-  nav.appendChild(label);
-
-  const next = document.createElement("button");
-  next.type = "button";
-  next.className = "btn-secondary btn-small views-calendar-nav-btn";
-  next.setAttribute("aria-label", t(navLabelKey(view, "next")));
-  next.textContent = "›";
-  next.addEventListener("click", () => onNav(view, shift(anchor, view, 1)));
-  nav.appendChild(next);
-
-  // Day/week view: provide a "Zurück zum Monat" link so users can climb
-  // back without hunting for the switcher chip.
-  if (view !== "month") {
-    const backToMonth = document.createElement("button");
-    backToMonth.type = "button";
-    backToMonth.className = "btn-link views-calendar-back-to-month";
-    backToMonth.textContent = t("cal.day.back_to_month");
-    backToMonth.addEventListener("click", () => onNav("month", anchor));
-    nav.appendChild(backToMonth);
-  }
-
-  bar.appendChild(nav);
-  return bar;
-}
-
-function navLabelKey(view: CalView, dir: "prev" | "next"): I18nKey {
-  if (view === "month") return dir === "prev" ? "cal.month.prev" : "cal.month.next";
-  if (view === "week")  return dir === "prev" ? "cal.week.prev"  : "cal.week.next";
-  return dir === "prev" ? "cal.day.prev" : "cal.day.next";
-}
-
-// --- Month view ----------------------------------------------------------
-
-function renderMonth(anchor: Date, rows: ViewRow[], onDayDrill: (d: Date) => void): HTMLElement {
-  const lang = getLang() === "de" ? "de-DE" : "en-GB";
-  const wrap = document.createElement("div");
-  wrap.className = "views-calendar-month";
-
-  const header = document.createElement("h2");
-  header.className = "views-calendar-month-label";
-  header.textContent = anchor.toLocaleDateString(lang, { month: "long", year: "numeric" });
-  wrap.appendChild(header);
-
-  // Single grid with one column-template that the weekday row and the day
-  // cells share. The header row is added with `grid-column: span 7` so
-  // it spans the full width above the day grid (laid out below).
-  const grid = document.createElement("div");
-  grid.className = "views-calendar-grid";
-
-  const weekdayKeys: I18nKey[] = [
-    "cal.day.mon", "cal.day.tue", "cal.day.wed", "cal.day.thu",
-    "cal.day.fri", "cal.day.sat", "cal.day.sun",
-  ];
-  for (const k of weekdayKeys) {
-    const cell = document.createElement("div");
-    cell.className = "views-calendar-weekday";
-    cell.textContent = t(k);
-    grid.appendChild(cell);
-  }
-
-  const monthStart = new Date(anchor.getFullYear(), anchor.getMonth(), 1);
-  const startWeekday = (monthStart.getDay() + 6) % 7; // Mon=0
-  const daysInMonth = new Date(anchor.getFullYear(), anchor.getMonth() + 1, 0).getDate();
-
-  // Pad start with prev-month spillover.
-  for (let i = 0; i < startWeekday; i++) {
-    const cell = document.createElement("div");
-    cell.className = "views-calendar-cell views-calendar-cell--out";
-    grid.appendChild(cell);
-  }
-
-  // Bucket rows by ISO date (yyyy-mm-dd) within the visible month.
-  const byDate = bucketByDate(rows, (d) =>
-    d.getMonth() === anchor.getMonth() && d.getFullYear() === anchor.getFullYear(),
-  );
-
-  for (let day = 1; day <= daysInMonth; day++) {
-    const dayDate = new Date(anchor.getFullYear(), anchor.getMonth(), day);
-    const dateKey = isoDate(dayDate);
-    const dayRows = byDate.get(dateKey) ?? [];
-    const cell = renderMonthCell(dayDate, day, dayRows, onDayDrill);
-    grid.appendChild(cell);
-  }
-
-  wrap.appendChild(grid);
-  return wrap;
-}
-
-function renderMonthCell(
-  dayDate: Date,
-  dayNum: number,
-  dayRows: ViewRow[],
-  onDayDrill: (d: Date) => void,
-): HTMLElement {
-  const cell = document.createElement("div");
-  cell.className = "views-calendar-cell";
-  if (isToday(dayDate)) cell.classList.add("views-calendar-cell--today");
-  if (dayRows.length > 0) cell.classList.add("views-calendar-cell--has");
-
-  // Day-number is a click-target that switches to the day view. We render
-  // it as a button to keep keyboard semantics; the surrounding cell stays
-  // a div so it doesn't compete with the inner row anchors.
-  const dayLabel = document.createElement("button");
-  dayLabel.type = "button";
-  dayLabel.className = "views-calendar-cell-day";
-  dayLabel.textContent = String(dayNum);
-  dayLabel.setAttribute("aria-label", t("cal.day.open_day"));
-  dayLabel.addEventListener("click", (e) => {
-    e.stopPropagation();
-    onDayDrill(dayDate);
-  });
-  cell.appendChild(dayLabel);
-
-  if (dayRows.length > 0) {
-    const ul = document.createElement("ul");
-    ul.className = "views-calendar-pills";
-    const visible = dayRows.slice(0, MAX_PILLS_PER_MONTH_CELL);
-    for (const row of visible) {
-      ul.appendChild(renderPill(row));
-    }
-    if (dayRows.length > visible.length) {
-      const more = document.createElement("li");
-      const moreBtn = document.createElement("button");
-      moreBtn.type = "button";
-      moreBtn.className = "views-calendar-pill views-calendar-pill--more";
-      moreBtn.textContent = `+${dayRows.length - visible.length}`;
-      moreBtn.setAttribute("aria-label", t("cal.day.open_day"));
-      moreBtn.addEventListener("click", (e) => {
-        e.stopPropagation();
-        onDayDrill(dayDate);
-      });
-      more.appendChild(moreBtn);
-      ul.appendChild(more);
-    }
-    cell.appendChild(ul);
-  }
-  return cell;
-}
-
-// --- Week view -----------------------------------------------------------
-
-function renderWeek(anchor: Date, rows: ViewRow[]): HTMLElement {
-  const lang = getLang() === "de" ? "de-DE" : "en-GB";
-  const wrap = document.createElement("div");
-  wrap.className = "views-calendar-week";
-
-  const weekStart = startOfWeek(anchor);
-  const header = document.createElement("h2");
-  header.className = "views-calendar-month-label";
-  const weekEnd = new Date(weekStart);
-  weekEnd.setDate(weekStart.getDate() + 6);
-  header.textContent = formatWeekHeader(weekStart, weekEnd, lang);
-  wrap.appendChild(header);
-
-  const grid = document.createElement("div");
-  grid.className = "views-calendar-week-grid";
-
-  for (let i = 0; i < 7; i++) {
-    const day = new Date(weekStart);
-    day.setDate(weekStart.getDate() + i);
-    const col = renderWeekColumn(day, rows);
-    grid.appendChild(col);
-  }
-
-  wrap.appendChild(grid);
-  return wrap;
-}
-
-function renderWeekColumn(day: Date, rows: ViewRow[]): HTMLElement {
-  const lang = getLang() === "de" ? "de-DE" : "en-GB";
-  const col = document.createElement("div");
-  col.className = "views-calendar-week-column";
-  if (isToday(day)) col.classList.add("views-calendar-week-column--today");
-
-  const head = document.createElement("div");
-  head.className = "views-calendar-week-head";
-  const weekdayKey = WEEKDAY_KEYS[(day.getDay() + 6) % 7];
-  const dow = document.createElement("span");
-  dow.className = "views-calendar-week-dow";
-  dow.textContent = t(weekdayKey);
-  const dnum = document.createElement("span");
-  dnum.className = "views-calendar-week-dnum";
-  dnum.textContent = day.toLocaleDateString(lang, { day: "numeric", month: "short" });
-  head.appendChild(dow);
-  head.appendChild(dnum);
-  col.appendChild(head);
-
-  // No 3-row cap on week / day views — show everything for that day.
-  const dayRows = filterByDay(rows, day);
-  if (dayRows.length === 0) {
-    const empty = document.createElement("p");
-    empty.className = "views-calendar-week-empty";
-    empty.textContent = t("cal.day.no_entries");
-    col.appendChild(empty);
-    return col;
-  }
-
-  const ul = document.createElement("ul");
-  ul.className = "views-calendar-week-list";
-  for (const row of dayRows) {
-    const li = document.createElement("li");
-    li.appendChild(renderRowAnchor(row, "week"));
-    ul.appendChild(li);
-  }
-  col.appendChild(ul);
-  return col;
-}
-
-// --- Day view ------------------------------------------------------------
-
-function renderDay(anchor: Date, rows: ViewRow[]): HTMLElement {
-  const lang = getLang() === "de" ? "de-DE" : "en-GB";
-  const wrap = document.createElement("div");
-  wrap.className = "views-calendar-day-wrap";
-
-  const header = document.createElement("h2");
-  header.className = "views-calendar-month-label";
-  header.textContent = anchor.toLocaleDateString(lang, {
-    weekday: "long", year: "numeric", month: "long", day: "numeric",
-  });
-  wrap.appendChild(header);
-
-  const dayRows = filterByDay(rows, anchor);
-  if (dayRows.length === 0) {
-    const empty = document.createElement("p");
-    empty.className = "views-calendar-day-empty";
-    empty.textContent = t("cal.day.no_entries");
-    wrap.appendChild(empty);
-    return wrap;
-  }
-
-  const ul = document.createElement("ul");
-  ul.className = "views-calendar-day-list";
-  for (const row of dayRows) {
-    const li = document.createElement("li");
-    li.appendChild(renderRowAnchor(row, "day"));
-    ul.appendChild(li);
-  }
-  wrap.appendChild(ul);
-  return wrap;
-}
-
-// --- Row rendering -------------------------------------------------------
-
-function renderPill(row: ViewRow): HTMLElement {
-  const li = document.createElement("li");
-  const a = document.createElement("a");
-  a.className = `views-calendar-pill views-calendar-pill--${row.kind}`;
-  a.href = rowHref(row);
-  a.textContent = row.title;
-  a.title = row.title + (row.project_title ? ` — ${row.project_title}` : "");
-  // Pills are anchors — month-cell day-button click ignores them via
-  // stopPropagation on the button; cell-level handlers would intercept
-  // them otherwise.
-  a.addEventListener("click", (e) => e.stopPropagation());
-  li.appendChild(a);
-  return li;
-}
-
-function renderRowAnchor(row: ViewRow, density: "week" | "day"): HTMLElement {
-  const a = document.createElement("a");
-  a.className = `views-calendar-row views-calendar-row--${density} views-calendar-row--${row.kind}`;
-  a.href = rowHref(row);
-
-  const dot = document.createElement("span");
-  dot.className = `views-calendar-row-dot views-calendar-row-dot--${row.kind}`;
-  a.appendChild(dot);
-
-  const body = document.createElement("span");
-  body.className = "views-calendar-row-body";
-
-  const title = document.createElement("span");
-  title.className = "views-calendar-row-title";
-  title.textContent = row.title;
-  body.appendChild(title);
-
-  const metaParts: string[] = [];
-  metaParts.push(tDyn("views.kind." + row.kind));
-  if (row.project_reference) metaParts.push(row.project_reference);
-  else if (row.project_title) metaParts.push(row.project_title);
-  if (metaParts.length > 0) {
-    const meta = document.createElement("span");
-    meta.className = "views-calendar-row-meta";
-    meta.textContent = metaParts.join(" · ");
-    body.appendChild(meta);
-  }
-
-  a.appendChild(body);
-  return a;
-}
-
-function rowHref(row: ViewRow): string {
-  switch (row.kind) {
-    case "deadline":         return `/deadlines/${encodeURIComponent(row.id)}`;
-    case "appointment":      return `/appointments/${encodeURIComponent(row.id)}`;
-    case "approval_request": return `/inbox`;
-    case "project_event":
-      // project_events surface on the project's Verlauf — best we can do
-      // is link to the project. If no project, leave as a non-link target.
-      return row.project_id ? `/projects/${encodeURIComponent(row.project_id)}` : "#";
-  }
-}
-
-// --- Bucketing / date helpers --------------------------------------------
-
-const WEEKDAY_KEYS: I18nKey[] = [
-  "cal.day.mon", "cal.day.tue", "cal.day.wed", "cal.day.thu",
-  "cal.day.fri", "cal.day.sat", "cal.day.sun",
-];
-
-function bucketByDate(rows: ViewRow[], filter: (d: Date) => boolean): Map<string, ViewRow[]> {
-  const out = new Map<string, ViewRow[]>();
-  for (const row of rows) {
-    const d = new Date(row.event_date);
-    if (isNaN(d.getTime())) continue;
-    if (!filter(d)) continue;
-    const key = isoDate(d);
-    const arr = out.get(key);
-    if (arr) arr.push(row);
-    else out.set(key, [row]);
-  }
-  return out;
-}
-
-function filterByDay(rows: ViewRow[], day: Date): ViewRow[] {
-  const key = isoDate(day);
-  return rows.filter((r) => {
-    const d = new Date(r.event_date);
-    if (isNaN(d.getTime())) return false;
-    return isoDate(d) === key;
+  const items: CalendarItem[] = rows.map(toCalendarItem);
+  mountCalendar(host, items, {
+    defaultView: render.calendar?.default_view ?? "month",
+    urlState: true,
   });
 }
 
-function startOfWeek(d: Date): Date {
-  const out = new Date(d.getFullYear(), d.getMonth(), d.getDate());
-  const offset = (out.getDay() + 6) % 7; // Mon=0
-  out.setDate(out.getDate() - offset);
-  return out;
-}
-
-function shift(d: Date, view: CalView, dir: number): Date {
-  if (view === "month") return new Date(d.getFullYear(), d.getMonth() + dir, 1);
-  if (view === "week")  return new Date(d.getFullYear(), d.getMonth(), d.getDate() + dir * 7);
-  return new Date(d.getFullYear(), d.getMonth(), d.getDate() + dir);
-}
-
-function isToday(d: Date): boolean {
-  const now = new Date();
-  return d.getFullYear() === now.getFullYear()
-    && d.getMonth() === now.getMonth()
-    && d.getDate() === now.getDate();
-}
-
-function isoDate(d: Date): string {
-  const y = d.getFullYear();
-  const m = String(d.getMonth() + 1).padStart(2, "0");
-  const day = String(d.getDate()).padStart(2, "0");
-  return `${y}-${m}-${day}`;
-}
-
-function formatRangeLabel(view: CalView, anchor: Date): string {
-  const lang = getLang() === "de" ? "de-DE" : "en-GB";
-  if (view === "month") {
-    return anchor.toLocaleDateString(lang, { month: "long", year: "numeric" });
-  }
-  if (view === "week") {
-    const start = startOfWeek(anchor);
-    const end = new Date(start);
-    end.setDate(start.getDate() + 6);
-    return formatWeekHeader(start, end, lang);
-  }
-  return anchor.toLocaleDateString(lang, {
-    weekday: "short", year: "numeric", month: "long", day: "numeric",
-  });
-}
-
-function formatWeekHeader(start: Date, end: Date, lang: string): string {
-  const startStr = start.toLocaleDateString(lang, { day: "numeric", month: "short" });
-  const endStr = end.toLocaleDateString(lang, { day: "numeric", month: "short", year: "numeric" });
-  return `${startStr} – ${endStr}`;
-}
-
-// --- URL state -----------------------------------------------------------
-
-function readView(defaultView: CalView | undefined): CalView {
-  const params = new URLSearchParams(window.location.search);
-  const raw = params.get(VIEW_PARAM);
-  if (raw === "month" || raw === "week" || raw === "day") return raw;
-  return defaultView ?? "month";
-}
-
-function readAnchor(rows: ViewRow[]): Date {
-  const params = new URLSearchParams(window.location.search);
-  const raw = params.get(DATE_PARAM);
-  if (raw) {
-    const m = /^(\d{4})-(\d{2})-(\d{2})$/.exec(raw);
-    if (m) {
-      const d = new Date(Number(m[1]), Number(m[2]) - 1, Number(m[3]));
-      if (!isNaN(d.getTime())) return d;
-    }
-  }
-  // No URL anchor — pick the first row's date, or today.
-  for (const row of rows) {
-    const d = new Date(row.event_date);
-    if (!isNaN(d.getTime())) return new Date(d.getFullYear(), d.getMonth(), d.getDate());
-  }
-  const now = new Date();
-  return new Date(now.getFullYear(), now.getMonth(), now.getDate());
-}
-
-function writeURL(view: CalView, anchor: Date): void {
-  const url = new URL(window.location.href);
-  url.searchParams.set(VIEW_PARAM, view);
-  url.searchParams.set(DATE_PARAM, isoDate(anchor));
-  history.replaceState(null, "", url.toString());
+function toCalendarItem(row: ViewRow): CalendarItem {
+  return {
+    kind: row.kind,
+    id: row.id,
+    title: row.title,
+    event_date: row.event_date,
+    project_id: row.project_id,
+    project_title: row.project_title,
+    project_reference: row.project_reference,
+  };
 }

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

@@ -0,0 +1,67 @@
+import { describe, expect, test } from "bun:test";
+import {
+  type CalculatedDeadline,
+  deadlineCardHtml,
+} from "./verfahrensablauf-core";
+
+// Regression tests for the editable→click-to-edit wiring on timeline date
+// cells (m/paliad#59). When CardOpts.editable=true the card renderer must
+// emit `class="… frist-date-edit"` with `data-rule-code` + `data-current-
+// date` on the date span. Pages then attach a delegated click handler that
+// resolves that selector to swap in an inline `<input type="date">`. If a
+// future refactor drops the attrs, /tools/verfahrensablauf and
+// /tools/fristenrechner both silently lose click-to-edit (no script error,
+// nothing happens on click). These tests pin the contract.
+//
+// Fixture leaves ruleRef/legalSource* empty so deadlineCardHtml stays
+// inside its non-DOM code paths (escHtml is DOM-backed and bun test runs
+// in plain Node without jsdom).
+
+const dl = (overrides: Partial<CalculatedDeadline> = {}): CalculatedDeadline => ({
+  code: "upc-rop-12",
+  name: "Klageerwiderung",
+  nameEN: "Statement of Defence",
+  party: "defendant",
+  priority: "mandatory",
+  ruleRef: "",
+  dueDate: "2026-07-15",
+  originalDate: "2026-07-15",
+  wasAdjusted: false,
+  isRootEvent: false,
+  isCourtSet: false,
+  ...overrides,
+});
+
+describe("deadlineCardHtml — editable=true emits click-to-edit attrs", () => {
+  test("date span carries frist-date-edit class + data-rule-code + data-current-date", () => {
+    const html = deadlineCardHtml(dl(), { showParty: true, editable: true });
+    expect(html).toContain('class="timeline-date frist-date-edit"');
+    expect(html).toContain('data-rule-code="upc-rop-12"');
+    expect(html).toContain('data-current-date="2026-07-15"');
+    expect(html).toContain('role="button"');
+    expect(html).toContain('tabindex="0"');
+  });
+
+  test("editable=false (default) emits the date span without click-to-edit attrs", () => {
+    const html = deadlineCardHtml(dl(), { showParty: true });
+    expect(html).toContain("timeline-date");
+    expect(html).not.toContain("data-rule-code=");
+    expect(html).not.toContain('role="button"');
+  });
+
+  test("root event suppresses editable even when editable=true (root has no override semantic)", () => {
+    const html = deadlineCardHtml(dl({ isRootEvent: true }), { showParty: true, editable: true });
+    expect(html).not.toContain("data-rule-code=");
+  });
+
+  test("isCourtSet renders the court-set placeholder with click-to-edit so users can pin a real date", () => {
+    const html = deadlineCardHtml(dl({ isCourtSet: true }), { showParty: true, editable: true });
+    expect(html).toContain("timeline-court-set frist-date-edit");
+    expect(html).toContain('data-rule-code="upc-rop-12"');
+  });
+
+  test("empty rule code with editable=true still suppresses click-to-edit (no anchor target)", () => {
+    const html = deadlineCardHtml(dl({ code: "" }), { showParty: true, editable: true });
+    expect(html).not.toContain("data-rule-code=");
+  });
+});

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

@@ -95,8 +95,21 @@ export function priorityRendering(
 export interface DeadlineResponse {
   proceedingType: string;
   proceedingName: string;
+  // proceedingNameEN: English label of the picked proceeding. Empty
+  // when not populated server-side; frontend falls back to
+  // proceedingName. Used for the "Trigger event" fallback when the
+  // timeline has no root rule. (m/paliad#58)
+  proceedingNameEN?: string;
   triggerDate: string;
   deadlines: CalculatedDeadline[];
+  // contextualNote / contextualNoteEN render as a banner above the
+  // timeline. Populated when the picked proceeding is a sub-track of
+  // another proceeding (e.g. upc.ccr.cfi runs inside upc.inf.cfi with
+  // with_ccr) — the server routes to the parent's rules but keeps the
+  // picked proceeding's identity in the response, and the note
+  // explains the framing. (m/paliad#58)
+  contextualNote?: string;
+  contextualNoteEN?: string;
 }
 
 export interface CourtRow {
@@ -299,6 +312,87 @@ export function deadlineCardHtml(dl: CalculatedDeadline, opts: CardOpts): string
     ${notesBlock}`;
 }
 
+// ─── inline date editor (click-to-edit per-rule due date) ────────────────
+//
+// The renderer emits `<span class="frist-date-edit" data-rule-code="…"
+// data-current-date="YYYY-MM-DD" role="button" tabindex="0">…</span>` when
+// CardOpts.editable is true. Pages call wireDateEditClicks() on their
+// result container once, and the delegated click/keydown handlers swap a
+// clicked span for a `<input type="date">` editor via openInlineDateEditor.
+// The caller's onCommit callback receives (ruleCode, newValue) — an empty
+// newValue means "revert" (clear the anchor override and let the calculator
+// re-project). The actual recompute is the caller's job — they own the
+// anchor-overrides map + the calc dispatch.
+
+export function openInlineDateEditor(
+  span: HTMLElement,
+  onCommit: (ruleCode: string, newValue: string) => void,
+): void {
+  const ruleCode = span.dataset.ruleCode || "";
+  if (!ruleCode) return;
+  const current = span.dataset.currentDate || "";
+  const editor = document.createElement("input");
+  editor.type = "date";
+  editor.className = "frist-date-edit-input";
+  editor.value = current;
+
+  let done = false;
+  const cancel = () => {
+    if (done) return;
+    done = true;
+    editor.replaceWith(span);
+  };
+  const commit = (newValue: string) => {
+    if (done) return;
+    done = true;
+    onCommit(ruleCode, newValue);
+  };
+
+  editor.addEventListener("blur", () => {
+    if (editor.value !== current) commit(editor.value);
+    else cancel();
+  });
+  editor.addEventListener("keydown", (e) => {
+    const ke = e as KeyboardEvent;
+    if (ke.key === "Enter") {
+      e.preventDefault();
+      editor.blur();
+    } else if (ke.key === "Escape") {
+      e.preventDefault();
+      cancel();
+    }
+  });
+
+  span.replaceWith(editor);
+  editor.focus();
+  if (editor.value) editor.select();
+}
+
+// wireDateEditClicks attaches delegated click + keyboard handlers to the
+// timeline result container so click-to-edit survives every innerHTML
+// rewrite the page does on recalc. Idempotent — re-calling on the same
+// container does nothing (the dataset flag short-circuits).
+export function wireDateEditClicks(
+  container: HTMLElement,
+  onCommit: (ruleCode: string, newValue: string) => void,
+): void {
+  if (container.dataset.dateEditWired === "1") return;
+  container.dataset.dateEditWired = "1";
+  container.addEventListener("click", (e) => {
+    const target = (e.target as HTMLElement).closest<HTMLElement>(".frist-date-edit");
+    if (!target || !target.dataset.ruleCode) return;
+    openInlineDateEditor(target, onCommit);
+  });
+  container.addEventListener("keydown", (e) => {
+    const ke = e as KeyboardEvent;
+    if (ke.key !== "Enter" && ke.key !== " ") return;
+    const target = (e.target as HTMLElement).closest<HTMLElement>(".frist-date-edit");
+    if (!target || !target.dataset.ruleCode) return;
+    e.preventDefault();
+    openInlineDateEditor(target, onCommit);
+  });
+}
+
 export function renderTimelineBody(data: DeadlineResponse, opts: CardOpts = { showParty: true }): string {
   let html = '<div class="timeline">';
   for (const dl of data.deadlines) {

frontend/src/components/ProjectFormFields.tsx

@@ -22,6 +22,7 @@ export function ProjectFormFields(): string {
           <option value="patent" data-i18n="projects.type.patent">Patent</option>
           <option value="case" data-i18n="projects.type.case">Verfahren</option>
           <option value="project" data-i18n="projects.type.project">Projekt (generisch)</option>
+          <option value="other" data-i18n="projects.type.other">Sonstiges</option>
         </select>
       </div>
 
@@ -139,6 +140,24 @@ export function ProjectFormFields(): string {
         </div>
       </div>
 
+      {/* Litigation-specific */}
+      <div className="projekt-fields projekt-fields-litigation" id="fields-litigation" style="display:none">
+        <div className="form-field">
+          <label htmlFor="project-opponent-code" data-i18n="projects.field.opponent_code">Gegner-K&uuml;rzel</label>
+          <input
+            type="text"
+            id="project-opponent-code"
+            maxLength={16}
+            pattern="[A-Z0-9-]{1,16}"
+            placeholder="OPNT"
+            data-i18n-placeholder="projects.field.opponent_code.placeholder"
+          />
+          <p className="form-hint" data-i18n="projects.field.opponent_code.hint">
+            Kurzes K&uuml;rzel der Gegenseite (Grossbuchstaben, Ziffern, Bindestriche, max. 16 Zeichen). Wird als mittleres Segment in automatisch abgeleiteten Projekt-Codes verwendet (z.B. EXMPL.OPNT.567.INF.CFI).
+          </p>
+        </div>
+      </div>
+
       {/* Case-specific */}
       <div className="projekt-fields projekt-fields-case" id="fields-case" style="display:none">
         <div className="form-field-row">
@@ -151,20 +170,29 @@ export function ProjectFormFields(): string {
             <input type="text" id="project-case-number" placeholder="UPC_CFI_123/2026" />
           </div>
         </div>
-      </div>
 
-      <div className="form-field">
-        <label htmlFor="project-our-side" data-i18n="projects.field.our_side">Wir vertreten</label>
-        <select id="project-our-side">
-          <option value="" data-i18n="projects.field.our_side.unset">Unbekannt / nicht gesetzt</option>
-          <option value="claimant" data-i18n="projects.field.our_side.claimant">Kl&auml;gerseite</option>
-          <option value="defendant" data-i18n="projects.field.our_side.defendant">Beklagtenseite</option>
-          <option value="court" data-i18n="projects.field.our_side.court">Gericht / Tribunal</option>
-          <option value="both" data-i18n="projects.field.our_side.both">Beide Seiten</option>
-        </select>
-        <p className="form-hint" data-i18n="projects.field.our_side.hint">
-          Bestimmt die Voreinstellung der Perspektive im Fristenrechner-Determinator. L&auml;sst sich dort jederzeit &uuml;berschreiben.
-        </p>
+        <div className="form-field">
+          <label htmlFor="project-our-side" data-i18n="projects.field.client_role">Mandantenrolle</label>
+          <select id="project-our-side">
+            <option value="" data-i18n="projects.field.client_role.unset">Unbekannt</option>
+            <optgroup data-i18n-label="projects.field.client_role.group.active" label="Aktiv (wir greifen an)">
+              <option value="claimant" data-i18n="projects.field.client_role.claimant">Kl&auml;gerseite</option>
+              <option value="applicant" data-i18n="projects.field.client_role.applicant">Antragsteller</option>
+              <option value="appellant" data-i18n="projects.field.client_role.appellant">Berufungsf&uuml;hrer</option>
+            </optgroup>
+            <optgroup data-i18n-label="projects.field.client_role.group.reactive" label="Reaktiv (wir verteidigen)">
+              <option value="defendant" data-i18n="projects.field.client_role.defendant">Beklagtenseite</option>
+              <option value="respondent" data-i18n="projects.field.client_role.respondent">Antragsgegner</option>
+            </optgroup>
+            <optgroup data-i18n-label="projects.field.client_role.group.other" label="Dritte / Sonstige">
+              <option value="third_party" data-i18n="projects.field.client_role.third_party">Streithelfer / Dritter</option>
+              <option value="other" data-i18n="projects.field.client_role.other">Sonstige Beteiligte</option>
+            </optgroup>
+          </select>
+          <p className="form-hint" data-i18n="projects.field.client_role.hint">
+            Bestimmt die Voreinstellung der Perspektive im Fristenrechner-Determinator: Aktiv &rarr; Kl&auml;gerseite, Reaktiv &rarr; Beklagtenseite. L&auml;sst sich dort jederzeit &uuml;berschreiben.
+          </p>
+        </div>
       </div>
 
       <div className="form-field">

frontend/src/dashboard.tsx

@@ -76,6 +76,17 @@ export function renderDashboard(): string {
                     <span className="dashboard-date" id="dashboard-date"></span>
                   </p>
                 </div>
+                {/* "Anpassen" toggle (t-paliad-219 Slice B). Off by
+                    default — when on, body.dashboard-editing reveals
+                    drag handles / ↑↓ / x / ⚙ chrome on each widget plus
+                    the edit-footer below the widget stack. */}
+                <button
+                  type="button"
+                  id="dashboard-edit-toggle"
+                  className="btn btn-ghost dashboard-edit-toggle"
+                  aria-pressed="false"
+                  data-i18n="dashboard.edit.toggle"
+                >Anpassen</button>
               </div>
 
               <div id="dashboard-unavailable" className="dashboard-unavailable" style="display:none">
@@ -90,66 +101,66 @@ export function renderDashboard(): string {
                 </p>
               </div>
 
-              {/* Traffic-light deadline summary (4+1: Überfällig conditional + 4 universal — t-paliad-110) */}
-              <CollapsibleSection id="summary" widgetKey="deadline-summary" headingI18n="dashboard.summary.heading" headingDe="Fristen auf einen Blick">
-                <div className="dashboard-summary-grid">
-                  <a href="/deadlines?status=overdue" className="dashboard-card dashboard-card-red" id="dashboard-card-overdue">
-                    <div className="dashboard-card-count" id="dashboard-count-overdue">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.overdue">&Uuml;berf&auml;llig</div>
-                  </a>
-                  <a href="/deadlines?status=today" className="dashboard-card dashboard-card-today" id="dashboard-card-today">
-                    <div className="dashboard-card-count" id="dashboard-count-today">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.today">Heute</div>
-                  </a>
-                  <a href="/deadlines?status=this_week" className="dashboard-card dashboard-card-amber" id="dashboard-card-thisweek">
-                    <div className="dashboard-card-count" id="dashboard-count-this-week">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.this_week">Diese Woche</div>
-                  </a>
-                  <a href="/deadlines?status=next_week" className="dashboard-card dashboard-card-green" id="dashboard-card-nextweek">
-                    <div className="dashboard-card-count" id="dashboard-count-next-week">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.next_week">N&auml;chste Woche</div>
-                  </a>
-                  <a href="/deadlines?status=later" className="dashboard-card dashboard-card-later" id="dashboard-card-later">
-                    <div className="dashboard-card-count" id="dashboard-count-later">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.later">Sp&auml;ter</div>
-                  </a>
-                </div>
-              </CollapsibleSection>
-
-              {/* Matter summary card — single tappable card, kept outside the
-                  collapsible scaffold because its h3 is internal to the card
-                  and doubles as the navigation affordance. */}
-              <section className="dashboard-matters" data-widget-key="matter-summary">
-                <a href="/projects" className="dashboard-matter-card">
-                  <div className="dashboard-matter-header">
-                    <h3 data-i18n="dashboard.matters.heading">Meine Akten</h3>
-                    <span className="dashboard-matter-arrow" aria-hidden="true">&rarr;</span>
+              {/* Configurable widget grid (t-paliad-227 overhaul). All
+                  widgets live as direct children of the single
+                  .dashboard-grid container so applyLayout can place them
+                  via grid-column/grid-row inline styles. Pre-overhaul
+                  this stack had nested wrappers (.dashboard-columns,
+                  standalone <section>s) that fought the layout engine
+                  and made cross-row drags appear to fail. */}
+              <div className="dashboard-grid" id="dashboard-grid">
+                {/* Traffic-light deadline summary (4+1: Überfällig conditional + 4 universal — t-paliad-110) */}
+                <CollapsibleSection id="summary" widgetKey="deadline-summary" headingI18n="dashboard.summary.heading" headingDe="Fristen auf einen Blick">
+                  <div className="dashboard-summary-grid">
+                    <a href="/events?type=deadline&status=overdue" className="dashboard-card dashboard-card-red" id="dashboard-card-overdue">
+                      <div className="dashboard-card-count" id="dashboard-count-overdue">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.overdue">&Uuml;berf&auml;llig</div>
+                    </a>
+                    <a href="/events?type=deadline&status=today" className="dashboard-card dashboard-card-today" id="dashboard-card-today">
+                      <div className="dashboard-card-count" id="dashboard-count-today">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.today">Heute</div>
+                    </a>
+                    <a href="/events?type=deadline&status=this_week" className="dashboard-card dashboard-card-amber" id="dashboard-card-thisweek">
+                      <div className="dashboard-card-count" id="dashboard-count-this-week">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.this_week">Diese Woche</div>
+                    </a>
+                    <a href="/events?type=deadline&status=next_week" className="dashboard-card dashboard-card-green" id="dashboard-card-nextweek">
+                      <div className="dashboard-card-count" id="dashboard-count-next-week">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.next_week">N&auml;chste Woche</div>
+                    </a>
+                    <a href="/events?type=deadline&status=later" className="dashboard-card dashboard-card-later" id="dashboard-card-later">
+                      <div className="dashboard-card-count" id="dashboard-count-later">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.later">Sp&auml;ter</div>
+                    </a>
                   </div>
-                  <div className="dashboard-matter-stats">
-                    <div>
-                      <div className="dashboard-matter-num" id="dashboard-matter-active">0</div>
-                      <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.active">Aktiv</div>
-                    </div>
-                    <div>
-                      <div className="dashboard-matter-num" id="dashboard-matter-archived">0</div>
-                      <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.archived">Archiviert</div>
-                    </div>
-                    <div>
-                      <div className="dashboard-matter-num" id="dashboard-matter-total">0</div>
-                      <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.total">Gesamt</div>
-                    </div>
-                  </div>
-                </a>
-              </section>
+                </CollapsibleSection>
+
+                {/* Matter summary — uses CollapsibleSection now so it
+                    participates in the grid like every other widget. The
+                    inner card heading was redundant with the section
+                    heading; we keep the stats grid + the projects link. */}
+                <CollapsibleSection id="matters" widgetKey="matter-summary" headingI18n="dashboard.matters.heading" headingDe="Meine Akten">
+                  <a href="/projects" className="dashboard-matter-card">
+                    <div className="dashboard-matter-stats">
+                      <div>
+                        <div className="dashboard-matter-num" id="dashboard-matter-active">0</div>
+                        <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.active">Aktiv</div>
+                      </div>
+                      <div>
+                        <div className="dashboard-matter-num" id="dashboard-matter-archived">0</div>
+                        <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.archived">Archiviert</div>
+                      </div>
+                      <div>
+                        <div className="dashboard-matter-num" id="dashboard-matter-total">0</div>
+                        <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.total">Gesamt</div>
+                      </div>
+                    </div>
+                  </a>
+                </CollapsibleSection>
 
-              {/* Two-column lists — each column is its own collapsible section
-                  so users can hide deadlines or appointments independently.
-                  The .dashboard-columns wrapper is preserved so the grid
-                  layout still applies; collapse hides the body of each col
-                  but leaves the heading row in the grid. */}
-              <div className="dashboard-columns">
                 <CollapsibleSection id="deadlines" widgetKey="upcoming-deadlines" headingI18n="dashboard.deadlines.heading" headingDe="Kommende Fristen">
                   <ul className="dashboard-list" id="dashboard-deadlines-list"></ul>
+                  <div className="dashboard-calendar" id="dashboard-deadlines-calendar" style="display:none"></div>
                   <p className="dashboard-empty" id="dashboard-deadlines-empty" style="display:none" data-i18n="dashboard.deadlines.empty">
                     Keine Fristen in den n&auml;chsten 7 Tagen.
                   </p>
@@ -157,55 +168,117 @@ export function renderDashboard(): string {
 
                 <CollapsibleSection id="appointments" widgetKey="upcoming-appointments" headingI18n="dashboard.appointments.heading" headingDe="Kommende Termine">
                   <ul className="dashboard-list" id="dashboard-appointments-list"></ul>
+                  <div className="dashboard-calendar" id="dashboard-appointments-calendar" style="display:none"></div>
                   <p className="dashboard-empty" id="dashboard-appointments-empty" style="display:none" data-i18n="dashboard.appointments.empty">
                     Keine Termine in den n&auml;chsten 7 Tagen.
                   </p>
                 </CollapsibleSection>
+
+                {/* Inline Agenda (t-paliad-162). Same item shape as the
+                    standalone /agenda page, rendered via the shared
+                    agenda-render module. The dashboard variant is read-only:
+                    no chip filters, no URL state — a 30-day window of
+                    upcoming items grouped by day. The standalone /agenda
+                    route is unchanged for direct-link compatibility. */}
+                <CollapsibleSection id="agenda" widgetKey="inline-agenda" headingI18n="dashboard.agenda.heading" headingDe="Agenda">
+                  <div className="dashboard-agenda">
+                    <div className="agenda-timeline" id="dashboard-agenda-timeline" />
+                    <ul className="dashboard-list" id="dashboard-agenda-list" style="display:none"></ul>
+                    <p className="dashboard-empty" id="dashboard-agenda-empty" style="display:none" data-i18n="dashboard.agenda.empty">
+                      Keine F&auml;lligkeiten in den n&auml;chsten 30 Tagen.
+                    </p>
+                    <p className="dashboard-agenda-link">
+                      <a href="/agenda" data-i18n="dashboard.agenda.full_link">Vollst&auml;ndige Agenda &ouml;ffnen &rarr;</a>
+                    </p>
+                  </div>
+                </CollapsibleSection>
+
+                {/* Inbox-approvals widget (t-paliad-219 — new in v1). The
+                    list mirrors /inbox's "Approver" axis but capped at the
+                    widget's count setting. Renders the empty state when
+                    the user has no open approvals to review. */}
+                <CollapsibleSection id="inbox-approvals" widgetKey="inbox-approvals" headingI18n="dashboard.inbox.heading" headingDe="Offene Freigaben">
+                  <div className="dashboard-inbox">
+                    <p className="dashboard-inbox-summary" id="dashboard-inbox-summary" style="display:none"></p>
+                    <ul className="dashboard-list" id="dashboard-inbox-list"></ul>
+                    <p className="dashboard-empty" id="dashboard-inbox-empty" style="display:none" data-i18n="dashboard.inbox.empty">
+                      Keine offenen Freigaben.
+                    </p>
+                    <p className="dashboard-agenda-link">
+                      <a href="/inbox" data-i18n="dashboard.inbox.full_link">Vollst&auml;ndigen Posteingang &ouml;ffnen &rarr;</a>
+                    </p>
+                  </div>
+                </CollapsibleSection>
+
+                {/* Activity feed — moved under Agenda per m's design call
+                    (t-paliad-162). */}
+                <CollapsibleSection id="activity" widgetKey="recent-activity" headingI18n="dashboard.activity.heading" headingDe="Letzte Aktivität">
+                  <ul className="dashboard-activity-list" id="dashboard-activity-list"></ul>
+                  <p className="dashboard-empty" id="dashboard-activity-empty" style="display:none" data-i18n="dashboard.activity.empty">
+                    Noch keine Aktivit&auml;t erfasst.
+                  </p>
+                </CollapsibleSection>
+
+                {/* Pinned-projects widget (t-paliad-219 Slice C). Reads
+                    PinService via DashboardData.pinned_projects (server-
+                    joined to titles + refs). Default-hidden — users opt
+                    in via the picker. */}
+                <CollapsibleSection id="pinned-projects" widgetKey="pinned-projects" headingI18n="dashboard.pinned.heading" headingDe="Angepinnte Akten">
+                  <ul className="dashboard-list" id="dashboard-pinned-list"></ul>
+                  <p className="dashboard-empty" id="dashboard-pinned-empty" style="display:none" data-i18n="dashboard.pinned.empty">
+                    Noch keine Akten angepinnt.
+                  </p>
+                  <p className="dashboard-agenda-link">
+                    <a href="/projects" data-i18n="dashboard.pinned.full_link">Alle Akten &ouml;ffnen &rarr;</a>
+                  </p>
+                </CollapsibleSection>
+
+                {/* Quick-actions widget (t-paliad-219 Slice C). Pure UI;
+                    no backend data path. Default-hidden — surfaced via the
+                    picker. */}
+                <CollapsibleSection id="quick-actions" widgetKey="quick-actions" headingI18n="dashboard.quick.heading" headingDe="Schnellzugriff">
+                  <div className="dashboard-quick-actions">
+                    <a href="/projects/new" className="btn btn-primary dashboard-quick-btn" data-i18n="dashboard.quick.new_project">+ Akte</a>
+                    <a href="/deadlines/new" className="btn btn-secondary dashboard-quick-btn" data-i18n="dashboard.quick.new_deadline">+ Frist</a>
+                    <a href="/appointments/new" className="btn btn-secondary dashboard-quick-btn" data-i18n="dashboard.quick.new_appointment">+ Termin</a>
+                  </div>
+                </CollapsibleSection>
               </div>
 
-              {/* Inline Agenda (t-paliad-162). Same item shape as the
-                  standalone /agenda page, rendered via the shared
-                  agenda-render module. The dashboard variant is read-only:
-                  no chip filters, no URL state — a 30-day window of
-                  upcoming items grouped by day. The standalone /agenda
-                  route is unchanged for direct-link compatibility. */}
-              <CollapsibleSection id="agenda" widgetKey="inline-agenda" headingI18n="dashboard.agenda.heading" headingDe="Agenda">
-                <div className="dashboard-agenda">
-                  <div className="agenda-timeline" id="dashboard-agenda-timeline" />
-                  <p className="dashboard-empty" id="dashboard-agenda-empty" style="display:none" data-i18n="dashboard.agenda.empty">
-                    Keine F&auml;lligkeiten in den n&auml;chsten 30 Tagen.
-                  </p>
-                  <p className="dashboard-agenda-link">
-                    <a href="/agenda" data-i18n="dashboard.agenda.full_link">Vollst&auml;ndige Agenda &ouml;ffnen &rarr;</a>
-                  </p>
-                </div>
-              </CollapsibleSection>
+              {/* Edit-mode footer (t-paliad-219 Slice B). Hidden via CSS
+                  unless body.dashboard-editing — see dashboard.ts.
+                  Slice C added the admin "Promote to firm default"
+                  button — it stays hidden unless data.user.global_role
+                  is 'global_admin'; dashboard.ts toggles it. */}
+              <div id="dashboard-edit-footer" className="dashboard-edit-footer">
+                <button
+                  type="button"
+                  id="dashboard-edit-add"
+                  className="btn btn-secondary dashboard-edit-add"
+                  data-i18n="dashboard.edit.add_widget"
+                >Widget hinzuf&uuml;gen</button>
+                <button
+                  type="button"
+                  id="dashboard-edit-promote"
+                  className="btn btn-ghost dashboard-edit-promote"
+                  style="display:none"
+                  data-i18n="dashboard.edit.promote"
+                >Als Firmen-Standard speichern</button>
+                <button
+                  type="button"
+                  id="dashboard-edit-reset"
+                  className="dashboard-edit-reset-link"
+                  data-i18n="dashboard.edit.reset"
+                >Auf Standard zur&uuml;cksetzen</button>
+              </div>
 
-              {/* Inbox-approvals widget (t-paliad-219 — new in v1). The
-                  list mirrors /inbox's "Approver" axis but capped at the
-                  widget's count setting. Renders the empty state when
-                  the user has no open approvals to review. */}
-              <CollapsibleSection id="inbox-approvals" widgetKey="inbox-approvals" headingI18n="dashboard.inbox.heading" headingDe="Offene Freigaben">
-                <div className="dashboard-inbox">
-                  <p className="dashboard-inbox-summary" id="dashboard-inbox-summary" style="display:none"></p>
-                  <ul className="dashboard-list" id="dashboard-inbox-list"></ul>
-                  <p className="dashboard-empty" id="dashboard-inbox-empty" style="display:none" data-i18n="dashboard.inbox.empty">
-                    Keine offenen Freigaben.
-                  </p>
-                  <p className="dashboard-agenda-link">
-                    <a href="/inbox" data-i18n="dashboard.inbox.full_link">Vollst&auml;ndigen Posteingang &ouml;ffnen &rarr;</a>
-                  </p>
-                </div>
-              </CollapsibleSection>
-
-              {/* Activity feed — moved under Agenda per m's design call
-                  (t-paliad-162). */}
-              <CollapsibleSection id="activity" widgetKey="recent-activity" headingI18n="dashboard.activity.heading" headingDe="Letzte Aktivität">
-                <ul className="dashboard-activity-list" id="dashboard-activity-list"></ul>
-                <p className="dashboard-empty" id="dashboard-activity-empty" style="display:none" data-i18n="dashboard.activity.empty">
-                  Noch keine Aktivit&auml;t erfasst.
-                </p>
-              </CollapsibleSection>
+              {/* Save toast slot — managed by dashboard.ts. */}
+              <div
+                id="dashboard-save-toast"
+                className="dashboard-save-toast"
+                role="status"
+                aria-live="polite"
+              ></div>
             </div>
           </section>
         </main>

frontend/src/deadlines-calendar.tsx

@@ -1,84 +0,0 @@
-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";
-
-export function renderDeadlinesCalendar(): 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="deadlines.kalender.title">Fristenkalender &mdash; Paliad</title>
-        <link rel="stylesheet" href="/assets/global.css" />
-      </head>
-      <body className="has-sidebar">
-        <Sidebar currentPath="/events?type=deadline" />
-        <BottomNav currentPath="/events?type=deadline" />
-
-        <main>
-          <section className="tool-page">
-            <div className="container">
-              <div className="tool-header">
-                <div className="entity-header-row">
-                  <div>
-                    <h1 data-i18n="deadlines.kalender.heading">Fristenkalender</h1>
-                    <p className="tool-subtitle" data-i18n="deadlines.kalender.subtitle">
-                      Monats&uuml;bersicht aller Fristen Ihrer Akten.
-                    </p>
-                  </div>
-                  <div className="fristen-header-actions">
-                    <a href="/events?type=deadline" className="btn-secondary" data-i18n="deadlines.kalender.list">Listenansicht</a>
-                    <a href="/deadlines/new" className="btn-primary btn-cta-lime" data-i18n="deadlines.list.new">Neue Frist</a>
-                  </div>
-                </div>
-              </div>
-
-              <div className="frist-calendar-controls">
-                <button type="button" id="cal-prev" className="btn-secondary btn-small" aria-label="Vorheriger Monat">&larr;</button>
-                <h2 id="cal-month-label" className="frist-cal-month-label" />
-                <button type="button" id="cal-next" className="btn-secondary btn-small" aria-label="N&auml;chster Monat">&rarr;</button>
-                <button type="button" id="cal-today" className="btn-secondary btn-small" data-i18n="deadlines.kalender.today">Heute</button>
-              </div>
-
-              <div className="frist-calendar" id="deadline-calendar">
-                <div className="frist-cal-weekday" data-i18n="cal.day.mon">Mo</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.tue">Di</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.wed">Mi</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.thu">Do</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.fri">Fr</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.sat">Sa</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.sun">So</div>
-                <div id="deadline-cal-grid" className="frist-cal-grid" />
-              </div>
-
-              <p className="entity-events-empty" id="deadline-cal-empty" style="display:none" data-i18n="deadlines.kalender.empty">
-                Keine Fristen im ausgew&auml;hlten Zeitraum.
-              </p>
-
-              <div className="modal-overlay" id="cal-popup" style="display:none">
-                <div className="modal-card">
-                  <div className="modal-header">
-                    <h2 id="cal-popup-date" />
-                    <button className="modal-close" id="cal-popup-close" type="button">&times;</button>
-                  </div>
-                  <ul className="frist-cal-popup-list" id="cal-popup-list" />
-                </div>
-              </div>
-            </div>
-          </section>
-        </main>
-
-        <Footer />
-        <PaliadinWidget />
-        <script src="/assets/deadlines-calendar.js"></script>
-      </body>
-    </html>
-  );
-}

frontend/src/deadlines-detail.tsx

@@ -82,15 +82,21 @@ export function renderDeadlinesDetail(): string {
                       <input type="date" id="deadline-due-edit" style="display:none" />
                     </dd>
 
-                    <dt data-i18n="deadlines.detail.rule">Regel</dt>
-                    <dd id="deadline-rule-display">&mdash;</dd>
-
+                    {/* m/paliad#56 — Verfahrenshandlung block.
+                        Event type (parent concept) renders first; rule
+                        sits beneath as the citation under that event
+                        type. Editor splits them back into separate
+                        pickers but the read-only stack reads as one
+                        compound "Typ — Regel" surface. */}
                     <dt data-i18n="deadlines.field.event_type">Typ (optional)</dt>
                     <dd>
                       <span id="deadline-event-types-display">&mdash;</span>
                       <div id="deadline-event-types-edit" className="event-type-picker-host" style="display:none" />
                     </dd>
 
+                    <dt data-i18n="deadlines.detail.rule">Regel</dt>
+                    <dd id="deadline-rule-display">&mdash;</dd>
+
                     <dt data-i18n="deadlines.detail.source">Quelle</dt>
                     <dd id="deadline-source-display" />
 

frontend/src/deadlines-new.tsx

@@ -101,18 +101,19 @@ export function renderDeadlinesNew(): string {
                   </p>
                 </div>
 
-                <div className="form-field-row">
-                  <div className="form-field">
-                    <label htmlFor="deadline-due" data-i18n="deadlines.field.due">F&auml;lligkeitsdatum</label>
-                    <input type="date" id="deadline-due" required />
-                  </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. */}
+                <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>
 
-                  <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>
+                <div className="form-field">
+                  <label htmlFor="deadline-due" data-i18n="deadlines.field.due">F&auml;lligkeitsdatum</label>
+                  <input type="date" id="deadline-due" required />
                 </div>
 
                 <div className="form-field">

frontend/src/events.tsx

@@ -236,37 +236,10 @@ export function renderEvents(): string {
                 </table>
               </div>
 
-              <div id="events-calendar-wrap" className="events-calendar-wrap" hidden>
-                <div className="frist-calendar-controls">
-                  <button type="button" id="events-cal-prev" className="btn-secondary btn-small" aria-label="Vorheriger Monat">&larr;</button>
-                  <h2 id="events-cal-month-label" className="frist-cal-month-label" />
-                  <button type="button" id="events-cal-next" className="btn-secondary btn-small" aria-label="N&auml;chster Monat">&rarr;</button>
-                  <button type="button" id="events-cal-today" className="btn-secondary btn-small" data-i18n="deadlines.kalender.today">Heute</button>
-                </div>
-                <div className="frist-calendar">
-                  <div className="frist-cal-weekday" data-i18n="cal.day.mon">Mo</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.tue">Di</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.wed">Mi</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.thu">Do</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.fri">Fr</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.sat">Sa</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.sun">So</div>
-                  <div id="events-cal-grid" className="frist-cal-grid" />
-                </div>
-                <p className="entity-events-empty" id="events-cal-empty" hidden data-i18n="events.calendar.empty">
-                  Keine Eintr&auml;ge im ausgew&auml;hlten Zeitraum.
-                </p>
-              </div>
-
-              <div className="modal-overlay" id="events-cal-popup" style="display:none">
-                <div className="modal-card">
-                  <div className="modal-header">
-                    <h2 id="events-cal-popup-date" />
-                    <button className="modal-close" id="events-cal-popup-close" type="button" aria-label="Close">&times;</button>
-                  </div>
-                  <ul className="frist-cal-popup-list" id="events-cal-popup-list" />
-                </div>
-              </div>
+              {/* Calendar host — mountCalendar() (t-paliad-224) builds the
+                  month/week/day grid + toolbar into this container when
+                  the Kalender view chip is active. Empty until then. */}
+              <div id="events-calendar-wrap" className="events-calendar-wrap" hidden />
 
               <div className="entity-empty" id="events-empty" style="display:none">
                 <h2 data-i18n="events.empty.title">Keine Eintr&auml;ge vorhanden</h2>

frontend/src/fristenrechner.tsx

@@ -161,19 +161,19 @@ export function renderFristenrechner(): string {
                 <div className="fristen-adhoc-chips" role="group" aria-label="Ad-hoc proceeding">
                   <button type="button" className="fristen-adhoc-chip" data-ad-hoc="upc"
                           data-i18n="deadlines.step1.adhoc.upc">
-                    Custom UPC proceeding
+                    UPC proceeding
                   </button>
                   <button type="button" className="fristen-adhoc-chip" data-ad-hoc="de"
                           data-i18n="deadlines.step1.adhoc.de">
-                    Custom DE proceeding
+                    DE proceeding
                   </button>
                   <button type="button" className="fristen-adhoc-chip" data-ad-hoc="epa"
                           data-i18n="deadlines.step1.adhoc.epa">
-                    Custom EPA proceeding
+                    EPA proceeding
                   </button>
                   <button type="button" className="fristen-adhoc-chip" data-ad-hoc="dpma"
                           data-i18n="deadlines.step1.adhoc.dpma">
-                    Custom DPMA proceeding
+                    DPMA proceeding
                   </button>
                 </div>
               </div>
@@ -485,7 +485,10 @@ export function renderFristenrechner(): string {
 
                   <div className="date-input-group">
                     <div className="date-field-row">
-                      <label htmlFor="trigger-event" className="date-label" data-i18n="deadlines.trigger.event">Ausl&ouml;sendes Ereignis:</label>
+                      {/* Read-only caption labelling the value <span>. Not a
+                          <label htmlFor> — m/paliad#60: <label for=…> must
+                          point at a labelable form control, never a span. */}
+                      <span className="date-label" data-i18n="deadlines.trigger.event">Ausl&ouml;sendes Ereignis:</span>
                       <span id="trigger-event" className="trigger-event-name">&mdash;</span>
                     </div>
                     <div className="date-field-row">

frontend/src/i18n-keys.ts

@@ -440,7 +440,23 @@ export type I18nKey =
   | "admin.section.planned"
   | "admin.subtitle"
   | "admin.team.add.direct"
+  | "admin.team.add.full"
   | "admin.team.add.invite"
+  | "admin.team.add_full.body"
+  | "admin.team.add_full.cancel"
+  | "admin.team.add_full.email"
+  | "admin.team.add_full.error.email_exists"
+  | "admin.team.add_full.error.generic"
+  | "admin.team.add_full.error.unavailable"
+  | "admin.team.add_full.feedback.added"
+  | "admin.team.add_full.job_title"
+  | "admin.team.add_full.lang"
+  | "admin.team.add_full.name"
+  | "admin.team.add_full.office"
+  | "admin.team.add_full.profession"
+  | "admin.team.add_full.send_welcome"
+  | "admin.team.add_full.submit"
+  | "admin.team.add_full.title"
   | "admin.team.col.actions"
   | "admin.team.col.additional"
   | "admin.team.col.created"
@@ -486,6 +502,13 @@ export type I18nKey =
   | "agenda.appointment_type.deadline_hearing"
   | "agenda.appointment_type.hearing"
   | "agenda.appointment_type.meeting"
+  | "agenda.day.di"
+  | "agenda.day.do"
+  | "agenda.day.fr"
+  | "agenda.day.mi"
+  | "agenda.day.mo"
+  | "agenda.day.sa"
+  | "agenda.day.so"
   | "agenda.day.today"
   | "agenda.day.tomorrow"
   | "agenda.empty.hint"
@@ -555,12 +578,6 @@ export type I18nKey =
   | "appointments.filter.type"
   | "appointments.filter.type.all"
   | "appointments.form.approval_hint"
-  | "appointments.kalender.empty"
-  | "appointments.kalender.heading"
-  | "appointments.kalender.list"
-  | "appointments.kalender.subtitle"
-  | "appointments.kalender.title"
-  | "appointments.list.calendar"
   | "appointments.list.heading"
   | "appointments.list.new"
   | "appointments.list.subtitle"
@@ -658,6 +675,7 @@ export type I18nKey =
   | "approvals.suggest.note_placeholder"
   | "approvals.suggest.section.context"
   | "approvals.suggest.section.editable"
+  | "approvals.suggest.section.event_type_rule"
   | "approvals.suggest.submit"
   | "approvals.suggest.submit_disabled_hint"
   | "approvals.suggest.unsupported_lifecycle"
@@ -704,6 +722,7 @@ export type I18nKey =
   | "cal.month.9"
   | "cal.month.next"
   | "cal.month.prev"
+  | "cal.today"
   | "cal.view.day"
   | "cal.view.month"
   | "cal.view.week"
@@ -788,7 +807,54 @@ export type I18nKey =
   | "changelog.tag.feature"
   | "changelog.tag.fix"
   | "changelog.title"
+  | "checklisten.author.cancel"
+  | "checklisten.author.error.generic"
+  | "checklisten.author.error.no_groups"
+  | "checklisten.author.error.notfound"
+  | "checklisten.author.error.title"
+  | "checklisten.author.field.court"
+  | "checklisten.author.field.deadline"
+  | "checklisten.author.field.description"
+  | "checklisten.author.field.lang"
+  | "checklisten.author.field.reference"
+  | "checklisten.author.field.regime"
+  | "checklisten.author.field.title"
+  | "checklisten.author.field.title.hint"
+  | "checklisten.author.field.visibility"
+  | "checklisten.author.group.remove"
+  | "checklisten.author.group.title"
+  | "checklisten.author.groups.add"
+  | "checklisten.author.groups.heading"
+  | "checklisten.author.heading.edit"
+  | "checklisten.author.heading.new"
+  | "checklisten.author.item.add"
+  | "checklisten.author.item.label"
+  | "checklisten.author.item.note"
+  | "checklisten.author.item.remove"
+  | "checklisten.author.item.rule"
+  | "checklisten.author.save"
+  | "checklisten.author.saving"
+  | "checklisten.author.subtitle"
+  | "checklisten.author.title"
+  | "checklisten.author.title.edit"
+  | "checklisten.author.visibility.firm.hint"
+  | "checklisten.author.visibility.private.hint"
   | "checklisten.back"
+  | "checklisten.detail.authored.by"
+  | "checklisten.detail.delete"
+  | "checklisten.detail.delete.confirm"
+  | "checklisten.detail.delete.error"
+  | "checklisten.detail.demote"
+  | "checklisten.detail.demote.confirm"
+  | "checklisten.detail.edit"
+  | "checklisten.detail.promote"
+  | "checklisten.detail.promote.confirm"
+  | "checklisten.detail.promote.error"
+  | "checklisten.detail.share"
+  | "checklisten.detail.visibility"
+  | "checklisten.detail.visibility.error"
+  | "checklisten.detail.visibility.set.firm"
+  | "checklisten.detail.visibility.set.private"
   | "checklisten.disclaimer"
   | "checklisten.empty"
   | "checklisten.feedback.btn"
@@ -806,11 +872,23 @@ export type I18nKey =
   | "checklisten.feedback.type"
   | "checklisten.filter.all"
   | "checklisten.filter.de"
+  | "checklisten.filter.other"
+  | "checklisten.gallery.empty"
   | "checklisten.heading"
   | "checklisten.instance.akte.open"
   | "checklisten.instance.back"
+  | "checklisten.instance.diff.added"
+  | "checklisten.instance.diff.changed"
+  | "checklisten.instance.diff.close"
+  | "checklisten.instance.diff.empty"
+  | "checklisten.instance.diff.error"
+  | "checklisten.instance.diff.removed"
+  | "checklisten.instance.diff.title"
   | "checklisten.instance.loading"
   | "checklisten.instance.notfound"
+  | "checklisten.instance.outdated.badge"
+  | "checklisten.instance.outdated.diff"
+  | "checklisten.instance.outdated.note"
   | "checklisten.instance.rename"
   | "checklisten.instance.rename.error"
   | "checklisten.instance.rename.save"
@@ -833,6 +911,18 @@ export type I18nKey =
   | "checklisten.instances.heading"
   | "checklisten.instances.loading"
   | "checklisten.instances.sub"
+  | "checklisten.mine.delete"
+  | "checklisten.mine.delete.confirm"
+  | "checklisten.mine.delete.error"
+  | "checklisten.mine.edit"
+  | "checklisten.mine.empty"
+  | "checklisten.mine.loading"
+  | "checklisten.mine.new"
+  | "checklisten.mine.origin.authored"
+  | "checklisten.mine.visibility.firm"
+  | "checklisten.mine.visibility.global"
+  | "checklisten.mine.visibility.private"
+  | "checklisten.mine.visibility.shared"
   | "checklisten.newInstance"
   | "checklisten.newInstance.akte"
   | "checklisten.newInstance.akte.hint"
@@ -849,8 +939,31 @@ export type I18nKey =
   | "checklisten.reset"
   | "checklisten.reset.confirm"
   | "checklisten.reset.error"
+  | "checklisten.share.cancel"
+  | "checklisten.share.error.generic"
+  | "checklisten.share.error.pick"
+  | "checklisten.share.grants.empty"
+  | "checklisten.share.grants.heading"
+  | "checklisten.share.grants.recipient.office"
+  | "checklisten.share.grants.recipient.partner_unit"
+  | "checklisten.share.grants.recipient.project"
+  | "checklisten.share.grants.recipient.user"
+  | "checklisten.share.grants.revoke"
+  | "checklisten.share.grants.revoke.confirm"
+  | "checklisten.share.grants.revoke.error"
+  | "checklisten.share.kind"
+  | "checklisten.share.kind.office"
+  | "checklisten.share.kind.partner_unit"
+  | "checklisten.share.kind.project"
+  | "checklisten.share.kind.user"
+  | "checklisten.share.pick"
+  | "checklisten.share.submit"
+  | "checklisten.share.success"
+  | "checklisten.share.title"
   | "checklisten.subtitle"
+  | "checklisten.tab.gallery"
   | "checklisten.tab.instances"
+  | "checklisten.tab.mine"
   | "checklisten.tab.templates"
   | "checklisten.title"
   | "common.cancel"
@@ -926,6 +1039,30 @@ export type I18nKey =
   | "dashboard.appointments.heading"
   | "dashboard.deadlines.empty"
   | "dashboard.deadlines.heading"
+  | "dashboard.edit.add_widget"
+  | "dashboard.edit.drag"
+  | "dashboard.edit.exit"
+  | "dashboard.edit.hide"
+  | "dashboard.edit.move_down"
+  | "dashboard.edit.move_up"
+  | "dashboard.edit.promote"
+  | "dashboard.edit.promote_confirm"
+  | "dashboard.edit.promoted"
+  | "dashboard.edit.reset"
+  | "dashboard.edit.reset_confirm"
+  | "dashboard.edit.resize"
+  | "dashboard.edit.save_failed"
+  | "dashboard.edit.saved"
+  | "dashboard.edit.setting.count"
+  | "dashboard.edit.setting.count.custom"
+  | "dashboard.edit.setting.horizon"
+  | "dashboard.edit.setting.horizon.custom"
+  | "dashboard.edit.setting.horizon.days"
+  | "dashboard.edit.setting.position"
+  | "dashboard.edit.setting.size"
+  | "dashboard.edit.setting.view"
+  | "dashboard.edit.settings"
+  | "dashboard.edit.toggle"
   | "dashboard.greeting.prefix"
   | "dashboard.inbox.empty"
   | "dashboard.inbox.entity.appointment"
@@ -937,6 +1074,19 @@ export type I18nKey =
   | "dashboard.matters.heading"
   | "dashboard.matters.total"
   | "dashboard.onboarding"
+  | "dashboard.picker.close"
+  | "dashboard.picker.empty"
+  | "dashboard.picker.status.absent"
+  | "dashboard.picker.status.active"
+  | "dashboard.picker.status.hidden"
+  | "dashboard.picker.title"
+  | "dashboard.pinned.empty"
+  | "dashboard.pinned.full_link"
+  | "dashboard.pinned.heading"
+  | "dashboard.quick.heading"
+  | "dashboard.quick.new_appointment"
+  | "dashboard.quick.new_deadline"
+  | "dashboard.quick.new_project"
   | "dashboard.section.collapse"
   | "dashboard.section.expand"
   | "dashboard.summary.completed"
@@ -971,7 +1121,9 @@ export type I18nKey =
   | "deadlines.card.calc.flag.with_cci"
   | "deadlines.card.calc.flag.with_ccr"
   | "deadlines.card.calc.flags.label"
+  | "deadlines.card.calc.pill_picker.change"
   | "deadlines.card.calc.pill_picker.label"
+  | "deadlines.card.calc.pill_picker.locked_label"
   | "deadlines.card.calc.result.calculating"
   | "deadlines.card.calc.result.court_set"
   | "deadlines.card.calc.result.due"
@@ -1117,13 +1269,6 @@ export type I18nKey =
   | "deadlines.inbox.label"
   | "deadlines.inbox.posteingang"
   | "deadlines.inbox.posteingang.title"
-  | "deadlines.kalender.empty"
-  | "deadlines.kalender.heading"
-  | "deadlines.kalender.list"
-  | "deadlines.kalender.subtitle"
-  | "deadlines.kalender.title"
-  | "deadlines.kalender.today"
-  | "deadlines.list.calendar"
   | "deadlines.list.heading"
   | "deadlines.list.new"
   | "deadlines.list.subtitle"
@@ -1451,7 +1596,6 @@ export type I18nKey =
   | "event_types.picker.no_match"
   | "event_types.picker.remove"
   | "event_types.picker.search"
-  | "events.calendar.empty"
   | "events.col.appointment_type"
   | "events.col.date"
   | "events.col.location"
@@ -1972,6 +2116,7 @@ export type I18nKey =
   | "projects.chip.type.case"
   | "projects.chip.type.client"
   | "projects.chip.type.litigation"
+  | "projects.chip.type.other"
   | "projects.chip.type.patent"
   | "projects.chip.type.project"
   | "projects.col.clientmatter"
@@ -2159,6 +2304,19 @@ export type I18nKey =
   | "projects.field.billing_reference"
   | "projects.field.case_number"
   | "projects.field.client_number"
+  | "projects.field.client_role"
+  | "projects.field.client_role.appellant"
+  | "projects.field.client_role.applicant"
+  | "projects.field.client_role.claimant"
+  | "projects.field.client_role.defendant"
+  | "projects.field.client_role.group.active"
+  | "projects.field.client_role.group.other"
+  | "projects.field.client_role.group.reactive"
+  | "projects.field.client_role.hint"
+  | "projects.field.client_role.other"
+  | "projects.field.client_role.respondent"
+  | "projects.field.client_role.third_party"
+  | "projects.field.client_role.unset"
   | "projects.field.clientmatter.hint"
   | "projects.field.collaborators"
   | "projects.field.collaborators.hint"
@@ -2176,13 +2334,21 @@ export type I18nKey =
   | "projects.field.matter_number"
   | "projects.field.netdocuments_url"
   | "projects.field.office"
+  | "projects.field.opponent_code"
+  | "projects.field.opponent_code.hint"
+  | "projects.field.opponent_code.placeholder"
   | "projects.field.our_side"
+  | "projects.field.our_side.appellant"
+  | "projects.field.our_side.applicant"
   | "projects.field.our_side.both"
   | "projects.field.our_side.claimant"
   | "projects.field.our_side.court"
   | "projects.field.our_side.defendant"
   | "projects.field.our_side.hint"
   | "projects.field.our_side.none"
+  | "projects.field.our_side.other"
+  | "projects.field.our_side.respondent"
+  | "projects.field.our_side.third_party"
   | "projects.field.our_side.unset"
   | "projects.field.parent"
   | "projects.field.parent.hint"
@@ -2229,6 +2395,9 @@ export type I18nKey =
   | "projects.team.derived.from"
   | "projects.team.derived.visibility"
   | "projects.team.direct"
+  | "projects.team.error.forbidden"
+  | "projects.team.error.generic"
+  | "projects.team.error.last_admin"
   | "projects.team.inherited.hint"
   | "projects.team.profession.associate"
   | "projects.team.profession.hint"
@@ -2239,6 +2408,8 @@ export type I18nKey =
   | "projects.team.profession.paralegal"
   | "projects.team.profession.partner"
   | "projects.team.profession.senior_pa"
+  | "projects.team.responsibility.admin"
+  | "projects.team.responsibility.admin.hint"
   | "projects.team.responsibility.external"
   | "projects.team.responsibility.lead"
   | "projects.team.responsibility.member"
@@ -2287,6 +2458,7 @@ export type I18nKey =
   | "projects.type.case"
   | "projects.type.client"
   | "projects.type.litigation"
+  | "projects.type.other"
   | "projects.type.patent"
   | "projects.type.project"
   | "projects.unavailable"
@@ -2353,6 +2525,11 @@ export type I18nKey =
   | "team.role.senior_associate"
   | "team.role.trainee"
   | "team.search.placeholder"
+  | "team.selection.clear"
+  | "team.selection.count"
+  | "team.selection.select_all"
+  | "team.selection.send"
+  | "team.selection.toggle_card"
   | "team.subtitle"
   | "team.title"
   | "theme.toggle.auto"

frontend/src/projects-detail.tsx

@@ -50,6 +50,14 @@ export function renderProjectsDetail(): string {
                       <div className="entity-detail-meta">
                         <span id="project-type-chip" className="entity-type-chip" />
                         <span className="entity-ref" id="project-ref-display" />
+                        {/* Auto-derived project code (t-paliad-222 / m/paliad#50).
+                            Rendered as a separate badge so the user can still
+                            distinguish a custom reference (left badge) from a
+                            tree-derived code (right badge); when reference is
+                            blank, the derived code IS reference and only this
+                            badge shows. Hidden via inline style until the
+                            client populates it. */}
+                        <span className="entity-ref entity-ref-code" id="project-code-display" style="display:none" title="Auto-derived project code" />
                         <span id="project-clientmatter" className="entity-ref" />
                         <span id="project-status-chip" className="entity-status-chip" />
                         <a id="project-netdocs" className="netdocs-link" target="_blank" rel="noopener" style="display:none">netDocuments &nearr;</a>
@@ -262,6 +270,7 @@ export function renderProjectsDetail(): string {
                       <div className="form-field">
                         <label htmlFor="team-responsibility" data-i18n="projects.detail.team.form.responsibility">Rolle im Projekt</label>
                         <select id="team-responsibility">
+                          <option value="admin" data-i18n="projects.team.responsibility.admin">Admin</option>
                           <option value="lead" data-i18n="projects.team.responsibility.lead">Lead</option>
                           <option value="member" selected data-i18n="projects.team.responsibility.member">Mitglied</option>
                           <option value="observer" data-i18n="projects.team.responsibility.observer">Beobachter</option>

frontend/src/projects.tsx

@@ -127,7 +127,8 @@ export function renderProjects(): string {
                     <label><input type="checkbox" value="litigation" /><span data-i18n="projects.chip.type.litigation">Streitsache</span></label>
                     <label><input type="checkbox" value="patent" /><span data-i18n="projects.chip.type.patent">Patent</span></label>
                     <label><input type="checkbox" value="case" /><span data-i18n="projects.chip.type.case">Verfahren</span></label>
-                    <label><input type="checkbox" value="project" data-i18n-text="projects.chip.type.project"><span data-i18n="projects.chip.type.project">Projekt</span></input></label>
+                    <label><input type="checkbox" value="project" /><span data-i18n="projects.chip.type.project">Projekt</span></label>
+                    <label><input type="checkbox" value="other" /><span data-i18n="projects.chip.type.other">Sonstiges</span></label>
                   </div>
                 </details>
                 <button type="button" className="projects-chip" data-chip="has_open_deadlines" data-i18n="projects.chip.has_open_deadlines">Mit aktiven Fristen</button>

frontend/src/team.tsx

@@ -75,6 +75,14 @@ export function renderTeam(): string {
               <div className="team-broadcast-wrap" id="team-broadcast-wrap" style="display:none">
               </div>
 
+              {/* t-paliad-223 (#53) — master "select all visible" checkbox. */}
+              <div className="team-select-master-row">
+                <label className="team-select-master-label">
+                  <input type="checkbox" id="team-select-master" />
+                  <span data-i18n="team.selection.select_all">Alle sichtbaren ausw&auml;hlen</span>
+                </label>
+              </div>
+
               <div className="team-list" id="team-list" />
 
               <div className="glossar-empty" id="team-empty" style="display:none">

frontend/src/verfahrensablauf.tsx

@@ -163,7 +163,10 @@ export function renderVerfahrensablauf(): string {
 
                   <div className="date-input-group">
                     <div className="date-field-row">
-                      <label htmlFor="trigger-event" className="date-label" data-i18n="deadlines.trigger.event">Ausl&ouml;sendes Ereignis:</label>
+                      {/* Read-only caption labelling the value <span>. Not a
+                          <label htmlFor> — m/paliad#60: <label for=…> must
+                          point at a labelable form control, never a span. */}
+                      <span className="date-label" data-i18n="deadlines.trigger.event">Ausl&ouml;sendes Ereignis:</span>
                       <span id="trigger-event" className="trigger-event-name">&mdash;</span>
                     </div>
                     <div className="date-field-row">

go.mod

@@ -8,6 +8,7 @@ require (
 	github.com/jmoiron/sqlx v1.4.0
 	github.com/lib/pq v1.12.3
 	github.com/xuri/excelize/v2 v2.10.1
+	golang.org/x/text v0.34.0
 )
 
 require (
@@ -20,5 +21,4 @@ require (
 	github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9 // indirect
 	golang.org/x/crypto v0.48.0 // indirect
 	golang.org/x/net v0.50.0 // indirect
-	golang.org/x/text v0.34.0 // indirect
 )

internal/changelog/changelog.go

@@ -30,6 +30,78 @@ type Entry struct {
 // Entries lists everything shipped so far, newest first. Append new rows
 // at the top.
 var Entries = []Entry{
+	{
+		Date:    "2026-05-21",
+		Tag:     TagFeature,
+		TitleDE: "Konfigurierbares Dashboard",
+		TitleEN: "Configurable dashboard",
+		BodyDE:  "Das Dashboard lässt sich jetzt frei zusammenstellen: Widgets per Drag-and-drop verschieben, in der Größe ändern und einzeln konfigurieren. Der Katalog umfasst Fristen-Ampel, Termine, Agenda, Inbox-Übersicht, angepinnte Projekte und Schnellaktionen. Admins können eine kanzleiweite Standardanordnung festlegen, von der jeder Nutzer startet und sie nach Wunsch anpasst.",
+		BodyEN:  "The dashboard can now be assembled freely: drag-and-drop widgets, resize them and configure each one individually. The catalog covers the deadline traffic-light, appointments, agenda, inbox summary, pinned projects and quick actions. Admins can set a firm-wide default layout that every user starts from and then tweaks to taste.",
+	},
+	{
+		Date:    "2026-05-20",
+		Tag:     TagFeature,
+		TitleDE: "Eigene Einreichungs-Checklisten",
+		TitleEN: "User-authored checklists",
+		BodyDE:  "Eigene Checklisten lassen sich per Wizard anlegen und gezielt mit einzelnen Kolleg:innen, einem Büro, einer Partnereinheit oder einem Projekt teilen. Admins können besonders gute Vorlagen kanzleiweit unter „Geteilte Vorlagen\" freigeben. Wird eine Vorlage später überarbeitet, erscheint an laufenden Instanzen ein Hinweis-Badge auf die neuere Version.",
+		BodyEN:  "Build your own filing checklists through a wizard and share them explicitly with individual colleagues, an office, a partner unit or a project. Admins can promote the best templates firm-wide under „Shared templates\". When a template is later revised, running instances surface a notice badge pointing at the newer version.",
+	},
+	{
+		Date:    "2026-05-20",
+		Tag:     TagFeature,
+		TitleDE: "Genehmigungen: Änderungen vorschlagen",
+		TitleEN: "Approvals: suggest changes",
+		BodyDE:  "Im Inbox gibt es eine dritte Aktion neben „Genehmigen\" und „Ablehnen\": „Änderungen vorschlagen\". Ein Modal zeigt den ursprünglichen Wert, der Gegenvorschlag wandert mit einem Kommentar zurück an die Antragsteller:in. Der gesamte Austausch erscheint im Verlauf des Eintrags.",
+		BodyEN:  "Inbox now offers a third action alongside „Approve\" and „Reject\": „Suggest changes\". A modal shows the original value, the counter-proposal travels back to the requester together with a comment. The full exchange shows up in the entry's Verlauf.",
+	},
+	{
+		Date:    "2026-05-20",
+		Tag:     TagFeature,
+		TitleDE: "Mandant:innen-Rolle und automatische Projekt-Codes",
+		TitleEN: "Client role and auto-derived project codes",
+		BodyDE:  "Mandant:innen lassen sich jetzt als eigene Rolle in das Team eines Projekts aufnehmen — separat von HLC-Mitgliedern und mit eigenem Sichtbarkeitsumfang. Außerdem leitet Paliad pro Projekt einen kompakten Code aus dem Baum ab (etwa /9999-1-EP123-CFI) und zeigt ihn als zweites Badge im Header und in jedem Projekt-Picker.",
+		BodyEN:  "Clients can now be added to a project's team as their own role — separate from HLC members and with their own visibility scope. In addition, Paliad derives a compact code per project from the ancestor tree (e.g. /9999-1-EP123-CFI) and shows it as a second badge in the header and in every project picker.",
+	},
+	{
+		Date:    "2026-05-19",
+		Tag:     TagFeature,
+		TitleDE: "Datenexport — Excel, CSV, JSON",
+		TitleEN: "Data export — Excel, CSV, JSON",
+		BodyDE:  "Unter Einstellungen → Datenexport lassen sich alle sichtbaren Projekte, Fristen, Termine, Notizen und Checklisten als Excel-, CSV- oder JSON-Datei herunterladen. Auf jeder Projekt-Seite gibt es zusätzlich einen „Daten exportieren\"-Button, der nur den jeweiligen Teilbaum mitnimmt.",
+		BodyEN:  "Settings → Data export lets you download every project, deadline, appointment, note and checklist you can see as an Excel, CSV or JSON file. Each project page additionally offers a „Daten exportieren\" button that exports just that subtree.",
+	},
+	{
+		Date:    "2026-05-15",
+		Tag:     TagFeature,
+		TitleDE: "Eigene Sichten — Liste, Karten, Kalender, Timeline",
+		TitleEN: "Custom views — list, cards, calendar, timeline",
+		BodyDE:  "Eigene Filter über Fristen, Termine und Projekte lassen sich speichern und als Liste, Karten, Kalender oder Timeline rendern. Jede Sicht erhält einen permanenten Link, lässt sich als SVG, PNG, CSV, JSON oder iCal exportieren und erscheint in der Seitenleiste unter „Meine Sichten\".",
+		BodyEN:  "Custom filters over deadlines, appointments and projects can be saved and rendered as list, cards, calendar or timeline. Each view gets a permalink, can be exported as SVG, PNG, CSV, JSON or iCal and shows up in the sidebar under „Meine Sichten\".",
+	},
+	{
+		Date:    "2026-05-07",
+		Tag:     TagFeature,
+		TitleDE: "Projekte-Seite mit Baum, Pinnungen und Karten-Ansicht",
+		TitleEN: "Projects page with tree, pins and cards view",
+		BodyDE:  "Die Projekte-Seite öffnet jetzt mit einem zusammenklappbaren Baum, Volltextsuche und Chips für Mandant, Ort und Status. Häufig genutzte Projekte lassen sich oben anpinnen; die alternative Karten-Ansicht erlaubt frei per Drag-and-drop sortierbare Layouts pro Nutzer.",
+		BodyEN:  "The Projects page now opens with a collapsible tree, full-text search and chips for client, location and status. Frequently used projects can be pinned to the top; the alternative cards view supports per-user drag-and-drop layouts.",
+	},
+	{
+		Date:    "2026-05-06",
+		Tag:     TagFeature,
+		TitleDE: "Vier-Augen-Prinzip für Fristen und Termine",
+		TitleEN: "Four-eyes principle for deadlines and appointments",
+		BodyDE:  "Pro Projekt lässt sich festlegen, dass Anlegen, Ändern, Abhaken und Löschen von Fristen oder Terminen durch eine zweite Person freigegeben werden müssen. Anfragen erscheinen im Inbox, am Eintrag selbst und mit „PENDING\"-Vermerk im CalDAV-Kalender. Admins pflegen die Regeln zentral unter /admin/approval-policies.",
+		BodyEN:  "Per project you can require that creating, editing, completing or deleting a deadline or appointment must be cleared by a second person. Requests show up in the inbox, on the entry itself and as a „PENDING\" marker in the CalDAV calendar. Admins maintain the rules centrally under /admin/approval-policies.",
+	},
+	{
+		Date:    "2026-05-05",
+		Tag:     TagFeature,
+		TitleDE: "Fristenrechner v3 — Entscheidungsbaum, Begriffe, DE/EPA/DPMA",
+		TitleEN: "Deadline calculator v3 — decision tree, concepts, DE/EPA/DPMA",
+		BodyDE:  "Der Fristenrechner wurde grundlegend überarbeitet: ein Entscheidungsbaum führt durch Verfahren und Fristart, eine neue Begriffsebene fasst Wiedereinsetzung, Säumnis, Schriftsatznachreichung und Weiterbehandlung als wiederverwendbare Konzepte zusammen. Der Regelbestand wurde um deutsche Verfahren (PatG, BPatG, BGH), EPA- und DPMA-Strecken erweitert, mit aktuellen Werten und Querverweisen.",
+		BodyEN:  "The deadline calculator has been overhauled from the ground up: a decision tree walks you through proceeding and deadline type, and a new concept layer treats Wiedereinsetzung, default, post-filing and further processing as reusable cross-cutting building blocks. The rule corpus has been extended with German proceedings (PatG, BPatG, BGH), EPO and DPMA tracks, with current values and cross-references.",
+	},
 	{
 		Date:    "2026-04-30",
 		Tag:     TagFeature,

internal/db/migrations/110_project_type_other.down.sql

@@ -0,0 +1,22 @@
+-- mig 110 (down) — revert 'other' addition to paliad.projects.type
+--
+-- Coerces any 'other' rows back to 'project' (the historical catch-all)
+-- so the narrower CHECK constraint can re-attach. This is a lossy
+-- rollback: rows that were genuinely 'other' lose that distinction.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 110 (down): revert ''other'' from projects.type CHECK; coerce rows to ''project''',
+    true);
+
+UPDATE paliad.projects
+   SET type = 'project'
+ WHERE type = 'other';
+
+ALTER TABLE paliad.projects
+    DROP CONSTRAINT IF EXISTS projects_type_check;
+ALTER TABLE paliad.projects
+    ADD CONSTRAINT projects_type_check
+    CHECK (type IN (
+        'client', 'litigation', 'patent', 'case', 'project'
+    ));

internal/db/migrations/110_project_type_other.up.sql

@@ -0,0 +1,33 @@
+-- mig 110 — add 'other' as a sixth paliad.projects.type value
+--
+-- m/paliad#51 (t-paliad-221): the type chip filter on /projects used to
+-- treat unclassified projects as a synthetic "Empty" bucket. We replace
+-- that with a real 'other' type so every row carries a meaningful label
+-- and the filter UI stops needing a NULL/Empty shim.
+--
+-- Defensive backfill: NOT NULL + the original IN-list CHECK already
+-- forbid NULL rows, but we coerce any stray rows just in case a future
+-- migration ever relaxed the constraint. As of 2026-05-20 production
+-- carries zero rows that would change here (live query confirmed).
+--
+-- The Go-side source of truth lives in
+-- internal/services/project_service.go (ProjectType constants +
+-- isValidProjectType); this migration keeps the DB in sync.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 110: add ''other'' to projects.type CHECK + backfill NULLs (m/paliad#51)',
+    true);
+
+-- Backfill first so the new CHECK never rejects a pre-existing row.
+UPDATE paliad.projects
+   SET type = 'other'
+ WHERE type IS NULL;
+
+ALTER TABLE paliad.projects
+    DROP CONSTRAINT IF EXISTS projects_type_check;
+ALTER TABLE paliad.projects
+    ADD CONSTRAINT projects_type_check
+    CHECK (type IN (
+        'client', 'litigation', 'patent', 'case', 'project', 'other'
+    ));

internal/db/migrations/111_project_admin_and_select.down.sql

@@ -0,0 +1,65 @@
+-- Reverse of 111_project_admin_and_select.up.sql.
+--
+-- Drops effective_project_admin, restores the original RLS policies,
+-- and shrinks the responsibility CHECK back to four values. Any rows
+-- still carrying responsibility='admin' would violate the restored
+-- CHECK; the down-migration backfills them to 'lead' (the closest
+-- existing role) before re-adding the constraint.
+
+-- ============================================================================
+-- 1. Backfill any responsibility='admin' rows to 'lead'.
+-- ============================================================================
+
+UPDATE paliad.project_teams
+   SET responsibility = 'lead'
+ WHERE responsibility = 'admin';
+
+-- ============================================================================
+-- 2. Restore the original CHECK (lead/member/observer/external).
+-- ============================================================================
+
+ALTER TABLE paliad.project_teams
+    DROP CONSTRAINT IF EXISTS project_teams_responsibility_check;
+
+ALTER TABLE paliad.project_teams
+    ADD CONSTRAINT project_teams_responsibility_check
+    CHECK (responsibility IN ('lead', 'member', 'observer', 'external'));
+
+-- ============================================================================
+-- 3. Restore the pre-110 RLS policies.
+-- ============================================================================
+
+DROP POLICY IF EXISTS project_teams_update ON paliad.project_teams;
+CREATE POLICY project_teams_update
+    ON paliad.project_teams FOR UPDATE
+    USING (paliad.can_see_project(project_id))
+    WITH CHECK (paliad.can_see_project(project_id));
+
+DROP POLICY IF EXISTS project_teams_insert ON paliad.project_teams;
+CREATE POLICY project_teams_insert
+    ON paliad.project_teams FOR INSERT
+    WITH CHECK (
+        user_id = auth.uid()
+        OR paliad.can_see_project(project_id)
+    );
+
+DROP POLICY IF EXISTS project_teams_delete ON paliad.project_teams;
+CREATE POLICY project_teams_delete
+    ON paliad.project_teams FOR DELETE
+    USING (
+        paliad.can_see_project(project_id)
+        AND (
+            user_id = auth.uid()
+            OR EXISTS (
+                SELECT 1 FROM paliad.users u
+                 WHERE u.id = auth.uid()
+                   AND u.global_role = 'global_admin'
+            )
+        )
+    );
+
+-- ============================================================================
+-- 4. Drop the predicate function.
+-- ============================================================================
+
+DROP FUNCTION IF EXISTS paliad.effective_project_admin(uuid, uuid);

internal/db/migrations/111_project_admin_and_select.up.sql

@@ -0,0 +1,152 @@
+-- t-paliad-223 Slice A: Project Admin role on project_teams.responsibility +
+-- inheritable role-edit gate.
+--
+-- Design: docs/design-team-admin-rework-2026-05-20.md (gauss, m-locked
+-- 2026-05-20 via head's "all R approved").
+--
+-- Adds a fifth 'admin' value to the project_teams.responsibility enum
+-- (orthogonal to the profession-driven approval ladder — admin does NOT
+-- open the 4-Augen gate by itself). Introduces paliad.effective_project_admin
+-- which mirrors paliad.can_see_project's shape and walks the ltree path
+-- to compute inheritance. Replaces the three write-side RLS policies on
+-- paliad.project_teams so role edits are gated on the new predicate
+-- instead of "anyone with visibility".
+--
+-- Day-1 deploy = no behaviour change for callers who never use the admin
+-- value: existing lead/member/observer/external rows keep their meaning,
+-- and the global_admin shortcut + self-join INSERT / self-DELETE remain
+-- intact.
+--
+-- Sections:
+--   1. ALTER project_teams.responsibility CHECK to include 'admin'.
+--   2. CREATE paliad.effective_project_admin(uuid, uuid).
+--   3. Replace project_teams_update policy: gated on effective_project_admin.
+--   4. Replace project_teams_insert policy: self-join OR effective_project_admin.
+--   5. Replace project_teams_delete policy: self / global_admin / effective_project_admin.
+
+-- ============================================================================
+-- 1. Extend responsibility CHECK to include 'admin'.
+--
+-- 'admin' inherits down the project tree (see effective_project_admin in §2).
+-- A user marked admin on a Mandant-level project is implicitly admin on
+-- every Litigation / Patent / Case descendant — same shape as how 'lead'
+-- already inherits.
+-- ============================================================================
+
+ALTER TABLE paliad.project_teams
+    DROP CONSTRAINT IF EXISTS project_teams_responsibility_check;
+
+ALTER TABLE paliad.project_teams
+    ADD CONSTRAINT project_teams_responsibility_check
+    CHECK (responsibility IN ('admin', 'lead', 'member', 'observer', 'external'));
+
+COMMENT ON COLUMN paliad.project_teams.responsibility IS
+    'Per-project responsibility. admin = can manage team + roles on this '
+    'project and descendants (inherited via paliad.effective_project_admin). '
+    'lead/member open the 4-Augen approval gate; observer/external close it. '
+    'admin is orthogonal to the approval gate — it does NOT open it by itself.';
+
+-- ============================================================================
+-- 2. paliad.effective_project_admin(_user_id, _project_id)
+--
+-- Mirrors paliad.can_see_project: STABLE SECURITY DEFINER, ltree path-walk
+-- against projects.path. Two branches:
+--   (a) global_admin short-circuit — firm-wide admins are always admin.
+--   (b) ancestor-or-self project_teams row with responsibility='admin'.
+--
+-- Used by the project_teams_update / _insert / _delete policies below
+-- and by ProjectService for the effective_admin payload field.
+--
+-- The ltree-array cast is the same pattern can_see_project uses; the
+-- existing GiST index on projects.path is the load-bearing index. No new
+-- index needed.
+-- ============================================================================
+
+CREATE OR REPLACE FUNCTION paliad.effective_project_admin(_user_id uuid, _project_id uuid)
+RETURNS boolean
+LANGUAGE sql STABLE SECURITY DEFINER
+SET search_path TO 'paliad', 'public'
+AS $$
+    SELECT EXISTS (
+        SELECT 1 FROM paliad.users u
+         WHERE u.id = _user_id
+           AND u.global_role = 'global_admin'
+    )
+    OR EXISTS (
+        SELECT 1
+          FROM paliad.projects      target
+          JOIN paliad.project_teams pt
+            ON pt.user_id = _user_id
+           AND pt.responsibility = 'admin'
+           AND pt.project_id = ANY(string_to_array(target.path, '.')::uuid[])
+         WHERE target.id = _project_id
+    );
+$$;
+
+COMMENT ON FUNCTION paliad.effective_project_admin(uuid, uuid) IS
+    'True iff the user is global_admin OR has responsibility=admin on the '
+    'project itself or any ancestor in the materialised ltree path. '
+    'Drives the role-edit gate on project_teams (UPDATE/INSERT/DELETE RLS).';
+
+-- ============================================================================
+-- 3. project_teams_update policy: gated on effective_project_admin.
+--
+-- Before: USING + CHECK = can_see_project (anyone with visibility could
+-- edit anyone's responsibility — the load-bearing gap that t-paliad-223
+-- closes).
+-- After: USING + CHECK = effective_project_admin (only project-admins
+-- and global_admins can change roles).
+-- ============================================================================
+
+DROP POLICY IF EXISTS project_teams_update ON paliad.project_teams;
+
+CREATE POLICY project_teams_update
+    ON paliad.project_teams FOR UPDATE
+    USING (paliad.effective_project_admin(auth.uid(), project_id))
+    WITH CHECK (paliad.effective_project_admin(auth.uid(), project_id));
+
+-- ============================================================================
+-- 4. project_teams_insert policy: self-join OR effective_project_admin.
+--
+-- The self-join branch (user_id = auth.uid()) preserves the legacy
+-- creator-as-lead INSERT in ProjectService.Create: the project creator
+-- auto-joins their own project with responsibility='lead' before any
+-- admin exists. Without this branch, the first-ever team row on a new
+-- project would fail because no admin has been granted yet.
+--
+-- For all other inserts (adding other users), the caller must be an
+-- effective_project_admin on the target project.
+-- ============================================================================
+
+DROP POLICY IF EXISTS project_teams_insert ON paliad.project_teams;
+
+CREATE POLICY project_teams_insert
+    ON paliad.project_teams FOR INSERT
+    WITH CHECK (
+        user_id = auth.uid()
+        OR paliad.effective_project_admin(auth.uid(), project_id)
+    );
+
+-- ============================================================================
+-- 5. project_teams_delete policy: self / global_admin / effective_project_admin.
+--
+-- Additive: self-remove + global_admin still work; project-admin can now
+-- also remove members.
+-- ============================================================================
+
+DROP POLICY IF EXISTS project_teams_delete ON paliad.project_teams;
+
+CREATE POLICY project_teams_delete
+    ON paliad.project_teams FOR DELETE
+    USING (
+        paliad.can_see_project(project_id)
+        AND (
+            user_id = auth.uid()
+            OR EXISTS (
+                SELECT 1 FROM paliad.users u
+                 WHERE u.id = auth.uid()
+                   AND u.global_role = 'global_admin'
+            )
+            OR paliad.effective_project_admin(auth.uid(), project_id)
+        )
+    );

internal/db/migrations/112_client_role_rework.down.sql

@@ -0,0 +1,30 @@
+-- Down migration for 112_client_role_rework.
+--
+-- Restores the original 4-value CHECK ('claimant','defendant',
+-- 'court','both', NULL) and backfills any rows that landed on a new
+-- sub-role value (applicant / appellant / respondent / third_party /
+-- other) to NULL so the schema is internally consistent after the
+-- step-down.
+
+BEGIN;
+
+-- Backfill new sub-role values to NULL so the old CHECK doesn't reject.
+UPDATE paliad.projects
+   SET our_side = NULL
+ WHERE our_side IN ('applicant', 'appellant', 'respondent', 'third_party', 'other');
+
+ALTER TABLE paliad.projects
+    DROP CONSTRAINT IF EXISTS projects_our_side_check;
+
+ALTER TABLE paliad.projects
+    ADD CONSTRAINT projects_our_side_check
+    CHECK (our_side IS NULL
+        OR our_side IN ('claimant', 'defendant', 'court', 'both'));
+
+COMMENT ON COLUMN paliad.projects.our_side IS
+    'Which side the firm represents on this project. Used by the '
+    'Fristenrechner Determinator (Slice 3c) to predefine the '
+    'perspective chip from the project context. Allowed: claimant, '
+    'defendant, court, both.';
+
+COMMIT;

internal/db/migrations/112_client_role_rework.up.sql

@@ -0,0 +1,51 @@
+-- mig 112 — t-paliad-222 / m/paliad#47 — Client Role rework.
+--
+-- Widens paliad.projects.our_side CHECK to seven sub-role values and
+-- drops the legacy 'court' / 'both' entries. The DB column name stays
+-- as 'our_side' (UI label changes only — see design doc §2.2 Q1).
+--
+-- New allowed sub-roles, grouped at display time:
+--   Active (we initiate)  : claimant, applicant, appellant
+--   Reactive (we defend)  : defendant, respondent
+--   Third Party / Other   : third_party, other
+--   NULL                  : unknown / not set
+--
+-- Backfill: any rows still on 'court' / 'both' fall back to NULL.
+-- Verified 2026-05-20: all 12 production rows are NULL, so this is
+-- a no-op on prod; the UPDATE runs defensively for staging / test
+-- fixtures that may carry the legacy values.
+--
+-- Idempotent so re-runs against a partially-applied state stay safe.
+
+BEGIN;
+
+-- 1. Backfill any 'court' / 'both' rows to NULL.
+UPDATE paliad.projects
+   SET our_side = NULL
+ WHERE our_side IN ('court', 'both');
+
+-- 2. Swap the CHECK constraint for the widened sub-role set.
+ALTER TABLE paliad.projects
+    DROP CONSTRAINT IF EXISTS projects_our_side_check;
+
+ALTER TABLE paliad.projects
+    ADD CONSTRAINT projects_our_side_check
+    CHECK (our_side IS NULL OR our_side IN (
+        'claimant', 'defendant',
+        'applicant', 'appellant',
+        'respondent',
+        'third_party', 'other'
+    ));
+
+COMMENT ON COLUMN paliad.projects.our_side IS
+    'Which side the firm represents on this case project (renamed in '
+    'the UI to "Client Role" / "Mandantenrolle" — t-paliad-222 / '
+    'm/paliad#47). Allowed sub-roles, grouped at display time: Active '
+    '(claimant, applicant, appellant); Reactive (defendant, '
+    'respondent); Third Party / Other (third_party, other). NULL = '
+    'unknown. The form hides the field on non-case project types. '
+    'Drives the Fristenrechner Determinator perspective chip — Active '
+    'group → claimant-perspective, Reactive → defendant-perspective, '
+    'Third Party / Other → null (chip free-pick).';
+
+COMMIT;

internal/db/migrations/113_projects_opponent_code.down.sql

@@ -0,0 +1,11 @@
+-- Down migration for 113_projects_opponent_code.
+
+BEGIN;
+
+ALTER TABLE paliad.projects
+    DROP CONSTRAINT IF EXISTS projects_opponent_code_check;
+
+ALTER TABLE paliad.projects
+    DROP COLUMN IF EXISTS opponent_code;
+
+COMMIT;

internal/db/migrations/113_projects_opponent_code.up.sql

@@ -0,0 +1,50 @@
+-- mig 113 — t-paliad-222 / m/paliad#50 — auto-derived project codes.
+--
+-- Adds an opponent-code slug field on litigation projects. Used as
+-- the middle segment when BuildProjectCode assembles an auto-derived
+-- project code from the ancestor tree (e.g. EXMPL.OPNT.567.INF.CFI).
+--
+-- NULL = segment skipped silently. Existing litigation rows yield
+-- codes without an opponent segment until the user fills the field.
+-- No backfill from `title` — the litigation title is free-text
+-- ("Siemens AG ./. Huawei", "Mandant vs Gegner") and any regex would
+-- be brittle; the user enters the slug once at project creation /
+-- next edit.
+--
+-- Slug shape: uppercase letters / digits / dashes, max 16 chars.
+-- Constraint also gates on type='litigation' so a stray value on a
+-- non-litigation row is rejected at the DB level (defence in depth;
+-- the form already hides the field on other types).
+--
+-- Idempotent.
+
+BEGIN;
+
+ALTER TABLE paliad.projects
+    ADD COLUMN IF NOT EXISTS opponent_code text;
+
+DO $$
+BEGIN
+    IF NOT EXISTS (
+        SELECT 1 FROM pg_constraint
+         WHERE conname  = 'projects_opponent_code_check'
+           AND conrelid = 'paliad.projects'::regclass
+    ) THEN
+        ALTER TABLE paliad.projects
+            ADD CONSTRAINT projects_opponent_code_check
+            CHECK (opponent_code IS NULL
+                OR (opponent_code ~ '^[A-Z0-9-]{1,16}$'
+                    AND type = 'litigation'));
+    END IF;
+END $$;
+
+COMMENT ON COLUMN paliad.projects.opponent_code IS
+    'Short slug for the opposing party on a litigation project '
+    '(uppercase letters, digits, dashes, max 16 chars). Used as the '
+    'middle segment when BuildProjectCode walks the ancestor tree to '
+    'assemble a dotted project code — e.g. EXMPL.OPNT.567.INF.CFI '
+    '(t-paliad-222 / m/paliad#50). NULL = segment skipped silently. '
+    'Only meaningful on type=''litigation'' rows; the CHECK enforces '
+    'that pairing.';
+
+COMMIT;

internal/db/migrations/114_user_checklists.down.sql

@@ -0,0 +1,13 @@
+-- Reverse of mig 114 — t-paliad-225 / m/paliad#61 Slice A.
+
+ALTER TABLE paliad.checklist_instances
+    DROP COLUMN IF EXISTS template_snapshot;
+
+DROP POLICY IF EXISTS checklists_delete ON paliad.checklists;
+DROP POLICY IF EXISTS checklists_update ON paliad.checklists;
+DROP POLICY IF EXISTS checklists_insert ON paliad.checklists;
+DROP POLICY IF EXISTS checklists_select ON paliad.checklists;
+
+DROP FUNCTION IF EXISTS paliad.can_see_checklist(uuid, uuid);
+
+DROP TABLE IF EXISTS paliad.checklists;

internal/db/migrations/114_user_checklists.up.sql

@@ -0,0 +1,178 @@
+-- mig 114 — t-paliad-225 / m/paliad#61 Slice A — user-authored checklists.
+--
+-- Design: docs/design-user-checklists-2026-05-20.md
+--
+-- Introduces paliad.checklists (the authored-template catalog), the
+-- paliad.can_see_checklist(uuid, uuid) visibility predicate, and a
+-- nullable template_snapshot column on paliad.checklist_instances so
+-- per-Akte instances stay decoupled from subsequent template edits.
+--
+-- Slice A ships with private + firm visibility only; the 'shared' and
+-- 'global' values are valid in the CHECK enum so Slice B can add the
+-- explicit-share path and admin-promotion without a second migration
+-- to the enum.
+--
+-- Sections:
+--   1. CREATE TABLE paliad.checklists.
+--   2. paliad.can_see_checklist(uuid, uuid) predicate.
+--   3. RLS policies on paliad.checklists.
+--   4. ALTER TABLE paliad.checklist_instances ADD COLUMN template_snapshot.
+--
+-- Idempotent throughout (CREATE … IF NOT EXISTS / CREATE OR REPLACE
+-- FUNCTION / DROP POLICY IF EXISTS + CREATE POLICY).
+
+-- ============================================================================
+-- 1. paliad.checklists — authored-template catalog.
+--
+-- The static Go catalog (internal/checklists/templates.go) stays the
+-- firm's curated source for legally-reviewed templates. This table holds
+-- user-authored templates that augment that catalog at read time via
+-- ChecklistCatalogService.
+--
+-- Slugs are author-facing and unique within this table. The application
+-- layer rejects slugs that collide with the static catalog (see
+-- ChecklistTemplateService.Create — applies a 'u-' prefix and falls back
+-- through a collision-retry loop).
+--
+-- body jsonb carries { "groups": [{ "title", "items": [{ "label", "note",
+-- "rule" }] }] } — the same shape as the static checklists.Template
+-- minus the metadata (which lives in dedicated columns).
+-- ============================================================================
+
+CREATE TABLE IF NOT EXISTS paliad.checklists (
+    id           uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    slug         text NOT NULL UNIQUE,
+    owner_id     uuid NOT NULL REFERENCES paliad.users(id) ON DELETE CASCADE,
+    title        text NOT NULL,
+    description  text NOT NULL DEFAULT '',
+    regime       text NOT NULL DEFAULT 'OTHER',
+    court        text NOT NULL DEFAULT '',
+    reference    text NOT NULL DEFAULT '',
+    deadline     text NOT NULL DEFAULT '',
+    lang         text NOT NULL DEFAULT 'de',
+    body         jsonb NOT NULL,
+    visibility   text NOT NULL DEFAULT 'private'
+                  CHECK (visibility IN ('private', 'shared', 'firm', 'global')),
+    promoted_at  timestamptz,
+    promoted_by  uuid REFERENCES paliad.users(id) ON DELETE SET NULL,
+    created_at   timestamptz NOT NULL DEFAULT now(),
+    updated_at   timestamptz NOT NULL DEFAULT now()
+);
+
+CREATE INDEX IF NOT EXISTS checklists_owner_idx
+    ON paliad.checklists (owner_id);
+CREATE INDEX IF NOT EXISTS checklists_visibility_idx
+    ON paliad.checklists (visibility)
+    WHERE visibility IN ('firm', 'global');
+CREATE INDEX IF NOT EXISTS checklists_regime_idx
+    ON paliad.checklists (regime);
+
+COMMENT ON TABLE paliad.checklists IS
+    'User-authored checklist templates. Augments the static Go catalog '
+    'at read time via ChecklistCatalogService. Visibility levels: '
+    'private (owner only), shared (Slice B), firm (all authenticated), '
+    'global (admin-promoted into firm catalog — Slice B).';
+
+-- ============================================================================
+-- 2. paliad.can_see_checklist(_user_id, _checklist_id)
+--
+-- Pattern mirrors paliad.can_see_project / paliad.effective_project_admin
+-- (mig 111): STABLE SECURITY DEFINER, single-statement, predicate-friendly.
+--
+-- Slice A only relies on the owner + firm/global branches. The shared
+-- branch (matching against paliad.checklist_shares) is wired now so
+-- Slice B doesn't need to replace the function — a NULL row count just
+-- returns false. The table doesn't exist yet, so the EXISTS clause must
+-- be guarded; we inline a NOT EXISTS check on pg_class so the function
+-- body compiles cleanly on Slice A while staying ready for Slice B.
+-- ============================================================================
+
+CREATE OR REPLACE FUNCTION paliad.can_see_checklist(_user_id uuid, _checklist_id uuid)
+RETURNS boolean
+LANGUAGE sql STABLE SECURITY DEFINER
+SET search_path TO 'paliad', 'public'
+AS $$
+    -- Owner can always see.
+    SELECT EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id
+           AND c.owner_id = _user_id
+    )
+    -- firm / global visibility: every authenticated user.
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id
+           AND c.visibility IN ('firm', 'global')
+    );
+$$;
+
+COMMENT ON FUNCTION paliad.can_see_checklist(uuid, uuid) IS
+    'True iff the user owns the checklist OR the checklist visibility is '
+    'firm/global. Slice B extends this predicate with the explicit-share '
+    'path over paliad.checklist_shares.';
+
+-- ============================================================================
+-- 3. RLS on paliad.checklists.
+-- ============================================================================
+
+ALTER TABLE paliad.checklists ENABLE ROW LEVEL SECURITY;
+
+-- SELECT: owner OR visible via can_see_checklist.
+DROP POLICY IF EXISTS checklists_select ON paliad.checklists;
+CREATE POLICY checklists_select
+    ON paliad.checklists FOR SELECT TO authenticated
+    USING (paliad.can_see_checklist(auth.uid(), id));
+
+-- INSERT: caller can only create templates owned by themselves.
+DROP POLICY IF EXISTS checklists_insert ON paliad.checklists;
+CREATE POLICY checklists_insert
+    ON paliad.checklists FOR INSERT TO authenticated
+    WITH CHECK (owner_id = auth.uid());
+
+-- UPDATE: owner OR global_admin.
+DROP POLICY IF EXISTS checklists_update ON paliad.checklists;
+CREATE POLICY checklists_update
+    ON paliad.checklists FOR UPDATE TO authenticated
+    USING (
+        owner_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    )
+    WITH CHECK (
+        owner_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    );
+
+-- DELETE: owner OR global_admin.
+DROP POLICY IF EXISTS checklists_delete ON paliad.checklists;
+CREATE POLICY checklists_delete
+    ON paliad.checklists FOR DELETE TO authenticated
+    USING (
+        owner_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    );
+
+-- ============================================================================
+-- 4. paliad.checklist_instances.template_snapshot — instance integrity column.
+--
+-- Captures the template body (groups + items) at instance create time so
+-- subsequent template edits / visibility narrowing don't affect existing
+-- per-Akte instances. NULL on rows created before this migration; the
+-- service layer falls back to live catalog lookup for those.
+-- ============================================================================
+
+ALTER TABLE paliad.checklist_instances
+    ADD COLUMN IF NOT EXISTS template_snapshot jsonb;
+
+COMMENT ON COLUMN paliad.checklist_instances.template_snapshot IS
+    'Snapshot of the template body at instance create time. NULL for '
+    'pre-mig-114 rows; service layer falls back to live catalog lookup '
+    'in that case (legacy path; backfilled in Slice C).';

internal/db/migrations/115_checklist_shares.down.sql

@@ -0,0 +1,26 @@
+-- Reverse of mig 115 — t-paliad-225 / m/paliad#61 Slice B.
+--
+-- Restore the owner+firm/global-only body of paliad.can_see_checklist
+-- (matches the mig 114 definition) so a rollback of Slice B leaves the
+-- function pointing at the Slice A behaviour.
+
+CREATE OR REPLACE FUNCTION paliad.can_see_checklist(_user_id uuid, _checklist_id uuid)
+RETURNS boolean
+LANGUAGE sql STABLE SECURITY DEFINER
+SET search_path TO 'paliad', 'public'
+AS $$
+    SELECT EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id AND c.owner_id = _user_id
+    )
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id AND c.visibility IN ('firm', 'global')
+    );
+$$;
+
+DROP POLICY IF EXISTS checklist_shares_delete ON paliad.checklist_shares;
+DROP POLICY IF EXISTS checklist_shares_insert ON paliad.checklist_shares;
+DROP POLICY IF EXISTS checklist_shares_select ON paliad.checklist_shares;
+
+DROP TABLE IF EXISTS paliad.checklist_shares;

internal/db/migrations/115_checklist_shares.up.sql

@@ -0,0 +1,211 @@
+-- mig 115 — t-paliad-225 / m/paliad#61 Slice B — explicit sharing +
+-- admin-promotion plumbing for user-authored checklists.
+--
+-- Design: docs/design-user-checklists-2026-05-20.md §3.2 / §4.2 / §4.3
+-- / §4.5.
+--
+-- Introduces paliad.checklist_shares with the polymorphic recipient
+-- pattern (xor-check enforces exactly one recipient_* column populated
+-- per recipient_kind). Extends paliad.can_see_checklist with the
+-- explicit-share branches so the 'shared' visibility level actually
+-- gates anything.
+--
+-- Sections:
+--   1. CREATE TABLE paliad.checklist_shares (+ indexes + RLS).
+--   2. CREATE OR REPLACE paliad.can_see_checklist — adds 4 share
+--      branches (user / office / partner_unit / project).
+--
+-- Idempotent throughout.
+
+-- ============================================================================
+-- 1. paliad.checklist_shares — explicit grants for a single checklist.
+--
+-- recipient_kind disambiguates which recipient_* column is populated.
+-- The XOR check makes the constraint structurally enforce "exactly one
+-- recipient_<kind> non-null per row". Per-kind UNIQUE partial indexes
+-- prevent duplicate grants per (checklist, recipient).
+--
+-- Slice A's checklists.visibility CHECK already includes 'shared' so no
+-- ALTER is needed here.
+-- ============================================================================
+
+CREATE TABLE IF NOT EXISTS paliad.checklist_shares (
+    id                        uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    checklist_id              uuid NOT NULL REFERENCES paliad.checklists(id) ON DELETE CASCADE,
+    recipient_kind            text NOT NULL
+        CHECK (recipient_kind IN ('user', 'office', 'partner_unit', 'project')),
+    recipient_user_id         uuid REFERENCES paliad.users(id)         ON DELETE CASCADE,
+    recipient_office          text,
+    recipient_partner_unit_id uuid REFERENCES paliad.partner_units(id) ON DELETE CASCADE,
+    recipient_project_id      uuid REFERENCES paliad.projects(id)      ON DELETE CASCADE,
+    granted_by                uuid NOT NULL REFERENCES paliad.users(id) ON DELETE SET NULL,
+    granted_at                timestamptz NOT NULL DEFAULT now(),
+
+    CONSTRAINT checklist_shares_recipient_xor CHECK (
+        (recipient_kind = 'user'
+         AND recipient_user_id        IS NOT NULL
+         AND recipient_office          IS NULL
+         AND recipient_partner_unit_id IS NULL
+         AND recipient_project_id      IS NULL)
+     OR (recipient_kind = 'office'
+         AND recipient_office          IS NOT NULL
+         AND recipient_user_id         IS NULL
+         AND recipient_partner_unit_id IS NULL
+         AND recipient_project_id      IS NULL)
+     OR (recipient_kind = 'partner_unit'
+         AND recipient_partner_unit_id IS NOT NULL
+         AND recipient_user_id         IS NULL
+         AND recipient_office          IS NULL
+         AND recipient_project_id      IS NULL)
+     OR (recipient_kind = 'project'
+         AND recipient_project_id      IS NOT NULL
+         AND recipient_user_id         IS NULL
+         AND recipient_office          IS NULL
+         AND recipient_partner_unit_id IS NULL)
+    )
+);
+
+-- Hot-path lookup for the visibility predicate.
+CREATE INDEX IF NOT EXISTS checklist_shares_lookup_idx
+    ON paliad.checklist_shares (checklist_id);
+
+-- Uniqueness per recipient kind. Partial indexes so a NULL recipient_<other>
+-- doesn't collide with another row's NULL recipient_<other>.
+CREATE UNIQUE INDEX IF NOT EXISTS checklist_shares_user_uniq
+    ON paliad.checklist_shares (checklist_id, recipient_user_id)
+    WHERE recipient_kind = 'user';
+CREATE UNIQUE INDEX IF NOT EXISTS checklist_shares_office_uniq
+    ON paliad.checklist_shares (checklist_id, recipient_office)
+    WHERE recipient_kind = 'office';
+CREATE UNIQUE INDEX IF NOT EXISTS checklist_shares_partner_unit_uniq
+    ON paliad.checklist_shares (checklist_id, recipient_partner_unit_id)
+    WHERE recipient_kind = 'partner_unit';
+CREATE UNIQUE INDEX IF NOT EXISTS checklist_shares_project_uniq
+    ON paliad.checklist_shares (checklist_id, recipient_project_id)
+    WHERE recipient_kind = 'project';
+
+COMMENT ON TABLE paliad.checklist_shares IS
+    'Explicit grants for paliad.checklists. Polymorphic recipient '
+    '(user/office/partner_unit/project) enforced by recipient_xor CHECK. '
+    'Owner of the checklist grants and revokes; global_admin can revoke '
+    'as well. Slice B (t-paliad-225) — see can_see_checklist body for '
+    'the visibility branches that consume these rows.';
+
+ALTER TABLE paliad.checklist_shares ENABLE ROW LEVEL SECURITY;
+
+-- SELECT: caller can see the row if they own the parent checklist OR
+-- they are the recipient (for user-kind grants — recipients shouldn't
+-- be surprised by who else can also see the checklist) OR global_admin.
+DROP POLICY IF EXISTS checklist_shares_select ON paliad.checklist_shares;
+CREATE POLICY checklist_shares_select
+    ON paliad.checklist_shares FOR SELECT TO authenticated
+    USING (
+        EXISTS (
+            SELECT 1 FROM paliad.checklists c
+             WHERE c.id = checklist_id AND c.owner_id = auth.uid()
+        )
+        OR (recipient_kind = 'user' AND recipient_user_id = auth.uid())
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    );
+
+-- INSERT: only the checklist owner can grant; granted_by must be self.
+DROP POLICY IF EXISTS checklist_shares_insert ON paliad.checklist_shares;
+CREATE POLICY checklist_shares_insert
+    ON paliad.checklist_shares FOR INSERT TO authenticated
+    WITH CHECK (
+        EXISTS (
+            SELECT 1 FROM paliad.checklists c
+             WHERE c.id = checklist_id AND c.owner_id = auth.uid()
+        )
+        AND granted_by = auth.uid()
+    );
+
+-- DELETE: owner OR global_admin. No UPDATE policy — grants are
+-- immutable, revoke = DELETE + re-insert with the corrected recipient.
+DROP POLICY IF EXISTS checklist_shares_delete ON paliad.checklist_shares;
+CREATE POLICY checklist_shares_delete
+    ON paliad.checklist_shares FOR DELETE TO authenticated
+    USING (
+        EXISTS (
+            SELECT 1 FROM paliad.checklists c
+             WHERE c.id = checklist_id AND c.owner_id = auth.uid()
+        )
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    );
+
+-- ============================================================================
+-- 2. paliad.can_see_checklist — extend with the 4 share branches.
+--
+-- Owner + firm/global branches stay as in mig 114. Share branches:
+--   - user        — the row's recipient_user_id matches the caller
+--   - office      — recipient_office matches caller's office OR is in
+--                   their additional_offices array
+--   - partner_unit — caller is a member of the recipient partner_unit
+--   - project      — caller can see the recipient project (reuses
+--                    paliad.can_see_project, ltree-walked)
+--
+-- can_see_project reads auth.uid() through SECURITY DEFINER inheritance
+-- (same pattern effective_project_admin uses in mig 111).
+-- ============================================================================
+
+CREATE OR REPLACE FUNCTION paliad.can_see_checklist(_user_id uuid, _checklist_id uuid)
+RETURNS boolean
+LANGUAGE sql STABLE SECURITY DEFINER
+SET search_path TO 'paliad', 'public'
+AS $$
+    -- Owner
+    SELECT EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id AND c.owner_id = _user_id
+    )
+    -- firm / global
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id AND c.visibility IN ('firm', 'global')
+    )
+    -- Explicit share: user
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklist_shares s
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'user'
+           AND s.recipient_user_id = _user_id
+    )
+    -- Explicit share: office (caller's primary OR additional offices)
+    OR EXISTS (
+        SELECT 1
+          FROM paliad.checklist_shares s
+          JOIN paliad.users u ON u.id = _user_id
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'office'
+           AND (s.recipient_office = u.office
+                OR s.recipient_office = ANY(u.additional_offices))
+    )
+    -- Explicit share: partner_unit (caller is a member)
+    OR EXISTS (
+        SELECT 1
+          FROM paliad.checklist_shares s
+          JOIN paliad.partner_unit_members pum
+            ON pum.partner_unit_id = s.recipient_partner_unit_id
+           AND pum.user_id = _user_id
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'partner_unit'
+    )
+    -- Explicit share: project (caller can see the project via existing predicate)
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklist_shares s
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'project'
+           AND paliad.can_see_project(s.recipient_project_id)
+    );
+$$;
+
+COMMENT ON FUNCTION paliad.can_see_checklist(uuid, uuid) IS
+    'True iff the user owns the checklist OR firm/global visibility OR '
+    'an explicit share row matches the caller (by user / office / '
+    'partner_unit / project ancestry).';

internal/db/migrations/116_checklist_versioning.down.sql

@@ -0,0 +1,7 @@
+-- Reverse of mig 116 — t-paliad-225 / m/paliad#61 Slice C.
+
+ALTER TABLE paliad.checklist_instances
+    DROP COLUMN IF EXISTS template_version;
+
+ALTER TABLE paliad.checklists
+    DROP COLUMN IF EXISTS version;

internal/db/migrations/116_checklist_versioning.up.sql

@@ -0,0 +1,39 @@
+-- mig 116 — t-paliad-225 / m/paliad#61 Slice C — template versioning.
+--
+-- Design: docs/design-user-checklists-2026-05-20.md §3.4 / §6.
+--
+-- Adds an integer version counter to paliad.checklists that bumps on
+-- every meaningful edit (body or title — see
+-- ChecklistTemplateService.Update). Adds a matching template_version
+-- column on paliad.checklist_instances so the instance detail page can
+-- surface "the template you instantiated from has been updated" and
+-- offer a diff view.
+--
+-- Existing rows backfill to version=1 / template_version=NULL. The
+-- NULL on instances means "we don't know which version was snapshotted"
+-- (pre-Slice-C row); the snapshot column is still authoritative for
+-- rendering, but the "outdated" badge stays off because we can't
+-- compare.
+--
+-- Idempotent throughout.
+
+ALTER TABLE paliad.checklists
+    ADD COLUMN IF NOT EXISTS version int NOT NULL DEFAULT 1;
+
+-- Backfill any rows that somehow ended up at 0 (shouldn't happen with
+-- DEFAULT 1, but defensive — the column was added with default so this
+-- is a no-op on the live DB).
+UPDATE paliad.checklists SET version = 1 WHERE version < 1;
+
+COMMENT ON COLUMN paliad.checklists.version IS
+    'Monotonic version counter, bumps in ChecklistTemplateService.Update '
+    'whenever body or title changes. Used by the instance detail page '
+    'to show an "outdated" badge when the user''s snapshot is older.';
+
+ALTER TABLE paliad.checklist_instances
+    ADD COLUMN IF NOT EXISTS template_version int;
+
+COMMENT ON COLUMN paliad.checklist_instances.template_version IS
+    'Snapshot of paliad.checklists.version at instance create time. '
+    'NULL for pre-Slice-C rows where the version wasn''t captured; the '
+    '"outdated" badge stays off in that case.';

internal/db/migrations/117_firm_dashboard_default.down.sql

@@ -0,0 +1 @@
+DROP TABLE IF EXISTS paliad.firm_dashboard_default;

internal/db/migrations/117_firm_dashboard_default.up.sql

@@ -0,0 +1,33 @@
+-- t-paliad-219 Slice C: firm-wide dashboard default layout.
+--
+-- Design: docs/design-dashboard-configurable-2026-05-20.md §8.2 (firm-wide
+-- admin default, deferred to v1.1 — now activated by m's Slice C brief).
+--
+-- A single optional row that holds the firm's preferred dashboard layout.
+-- DashboardLayoutService.GetOrSeed reads this on first call for a new user
+-- (falling back to the code-resident FactoryDefaultLayout when null);
+-- ResetToDefault similarly prefers the firm default. Admins promote their
+-- own current layout into this row via POST /api/me/dashboard-layout/promote.
+--
+-- Single-row design via CHECK (id = 1) so there's no ambiguity about which
+-- row is "the default". RLS lets any authenticated user SELECT (so the
+-- service can read it during seed); only the application (service-role
+-- connection) writes — the admin gate sits on the HTTP handler.
+
+CREATE TABLE paliad.firm_dashboard_default (
+    id          smallint    PRIMARY KEY DEFAULT 1 CHECK (id = 1),
+    layout_json jsonb       NOT NULL,
+    updated_by  uuid        REFERENCES paliad.users(id) ON DELETE SET NULL,
+    updated_at  timestamptz NOT NULL DEFAULT now()
+);
+
+ALTER TABLE paliad.firm_dashboard_default ENABLE ROW LEVEL SECURITY;
+
+-- All authenticated users can SELECT — the dashboard seed path needs to
+-- read it for every new user. The HTTP handler enforces admin-only on the
+-- PUT/DELETE paths; the service runs under service-role so writes bypass
+-- RLS anyway. No INSERT/UPDATE policy means no Supabase-JWT-authenticated
+-- client can write, which is the desired posture.
+CREATE POLICY firm_dashboard_default_read
+    ON paliad.firm_dashboard_default FOR SELECT
+    USING (true);

internal/handlers/admin_users.go

@@ -44,6 +44,78 @@ func handleAdminListUnonboarded(w http.ResponseWriter, r *http.Request) {
 	writeJSON(w, http.StatusOK, rows)
 }
 
+// POST /api/admin/users/full — create BOTH an auth.users row (via Supabase
+// Admin API) and a paliad.users row in one operation. t-paliad-223 Slice B
+// (#49). Lets a global_admin onboard a colleague without forcing them
+// through the email-invitation round-trip; the new user is visible in
+// dropdowns immediately and can log in via the emailed magic-link.
+//
+// Requires SUPABASE_SERVICE_ROLE_KEY at the server. Returns 503 when
+// unset so a deploy that hasn't provisioned the credential yet gets a
+// clear diagnostic instead of a cryptic 500.
+//
+// Error mapping:
+//   - ErrSupabaseAdminUnavailable    → 503
+//   - ErrSupabaseEmailExists          → 409 (hint to use "Onboard existing")
+//   - ErrUserAlreadyOnboarded          → 409 (paliad.users dup; should be unreachable)
+//   - ErrInvalidInput                  → 400 (bad shape)
+//   - email domain not on whitelist    → 403 (mirrors handleAdminCreateUser)
+//   - other                            → 500
+func handleAdminCreateFullUser(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	var input services.AdminCreateFullInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON"})
+		return
+	}
+	if !isAllowedEmailDomain(input.Email) {
+		writeJSON(w, http.StatusForbidden, map[string]string{
+			"error": "email domain not on the " + branding.Name + " allow-list",
+		})
+		return
+	}
+
+	// Look up the inviter (the calling admin) so the welcome email and
+	// audit row carry their identity. Failures here shouldn't block the
+	// create; we just degrade to empty fields.
+	inviter, err := dbSvc.users.GetByID(r.Context(), uid)
+	if err == nil && inviter != nil {
+		input.InviterID = inviter.ID
+		input.InviterName = inviter.DisplayName
+		input.InviterEmail = inviter.Email
+	}
+
+	u, err := dbSvc.users.AdminCreateUserFull(r.Context(), input)
+	if err != nil {
+		switch {
+		case errors.Is(err, services.ErrSupabaseAdminUnavailable):
+			writeJSON(w, http.StatusServiceUnavailable, map[string]string{
+				"error": "add-user flow requires SUPABASE_SERVICE_ROLE_KEY on the server",
+			})
+		case errors.Is(err, services.ErrSupabaseEmailExists):
+			writeJSON(w, http.StatusConflict, map[string]string{
+				"error": "auth account already exists — please use 'Onboard existing' instead",
+			})
+		case errors.Is(err, services.ErrUserAlreadyOnboarded):
+			writeJSON(w, http.StatusConflict, map[string]string{
+				"error": "user already onboarded",
+			})
+		case errors.Is(err, services.ErrInvalidInput):
+			writeJSON(w, http.StatusBadRequest, map[string]string{"error": err.Error()})
+		default:
+			writeJSON(w, http.StatusInternalServerError, map[string]string{"error": "internal error"})
+		}
+		return
+	}
+	writeJSON(w, http.StatusCreated, u)
+}
+
 // POST /api/admin/users — direct-create a paliad.users row for an existing
 // auth.users entry. The recipient email's domain must already match the
 // allowed-email policy (Supabase wouldn't have let them sign up otherwise),

internal/handlers/appointments_pages.go

@@ -24,8 +24,13 @@ func handleAppointmentsDetailPage(w http.ResponseWriter, r *http.Request) {
 	http.ServeFile(w, r, "dist/appointments-detail.html")
 }
 
+// handleAppointmentsCalendarPage 301-redirects the legacy standalone
+// calendar route to the canonical /events Kalender tab (t-paliad-224 /
+// m/paliad#55). Counterpart of handleDeadlinesCalendarPage — same
+// reasoning: the standalone page was orphaned in navigation since
+// t-paliad-110, the canonical calendar lives inside /events.
 func handleAppointmentsCalendarPage(w http.ResponseWriter, r *http.Request) {
-	http.ServeFile(w, r, "dist/appointments-calendar.html")
+	http.Redirect(w, r, "/events?type=appointment&view=calendar", http.StatusMovedPermanently)
 }
 
 // handleSettingsPage serves the unified settings page with tabs for

internal/handlers/checklist_shares.go

@@ -0,0 +1,131 @@
+package handlers
+
+import (
+	"encoding/json"
+	"errors"
+	"net/http"
+
+	"github.com/google/uuid"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+// GET /api/checklists/templates/{slug}/shares — list grants (owner/admin).
+func handleListChecklistShares(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	slug := r.PathValue("slug")
+	rows, err := dbSvc.checklistShare.ListGrants(r.Context(), uid, slug)
+	if err != nil {
+		writeChecklistShareError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, rows)
+}
+
+// POST /api/checklists/templates/{slug}/shares — grant a share.
+func handleGrantChecklistShare(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	slug := r.PathValue("slug")
+	var input services.ShareGrantInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON"})
+		return
+	}
+	share, err := dbSvc.checklistShare.Grant(r.Context(), uid, slug, input)
+	if err != nil {
+		writeChecklistShareError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, share)
+}
+
+// DELETE /api/checklists/shares/{id} — revoke a share by id.
+func handleRevokeChecklistShare(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(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
+	}
+	if err := dbSvc.checklistShare.Revoke(r.Context(), uid, id); err != nil {
+		writeChecklistShareError(w, err)
+		return
+	}
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// POST /api/admin/checklists/{slug}/promote — global_admin only.
+func handlePromoteChecklist(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	slug := r.PathValue("slug")
+	if err := dbSvc.checklistPromotion.Promote(r.Context(), uid, slug); err != nil {
+		writeChecklistShareError(w, err)
+		return
+	}
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// POST /api/admin/checklists/{slug}/demote — global_admin only.
+func handleDemoteChecklist(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	slug := r.PathValue("slug")
+	var body struct {
+		Target string `json:"target"`
+	}
+	// Body is optional — Demote defaults to 'firm' when empty.
+	_ = json.NewDecoder(r.Body).Decode(&body)
+	if err := dbSvc.checklistPromotion.Demote(r.Context(), uid, slug, body.Target); err != nil {
+		writeChecklistShareError(w, err)
+		return
+	}
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// writeChecklistShareError maps the share/promotion service errors.
+// Same as the templates handler: ErrInvalidInput → 400, ErrForbidden →
+// 403, ErrNotVisible → 404, fall through to writeServiceError.
+func writeChecklistShareError(w http.ResponseWriter, err error) {
+	if errors.Is(err, services.ErrInvalidInput) {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": err.Error()})
+		return
+	}
+	if errors.Is(err, services.ErrForbidden) {
+		writeJSON(w, http.StatusForbidden, map[string]string{"error": err.Error()})
+		return
+	}
+	if errors.Is(err, services.ErrNotVisible) {
+		writeJSON(w, http.StatusNotFound, map[string]string{"error": "checklist not found"})
+		return
+	}
+	writeServiceError(w, err)
+}

internal/handlers/checklist_templates.go

@@ -0,0 +1,133 @@
+package handlers
+
+import (
+	"encoding/json"
+	"errors"
+	"net/http"
+	"strings"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+// GET /api/checklists/templates/mine — list authored templates owned by caller.
+func handleListMyChecklistTemplates(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	rows, err := dbSvc.checklistTemplate.ListOwnedBy(r.Context(), uid)
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, rows)
+}
+
+// POST /api/checklists/templates — create a new authored template.
+func handleCreateChecklistTemplate(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	var input services.CreateTemplateInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON"})
+		return
+	}
+	t, err := dbSvc.checklistTemplate.Create(r.Context(), uid, input)
+	if err != nil {
+		writeChecklistTemplateError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, t)
+}
+
+// PATCH /api/checklists/templates/{slug} — update authored template (owner only).
+func handleUpdateChecklistTemplate(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	slug := r.PathValue("slug")
+	var input services.UpdateTemplateInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON"})
+		return
+	}
+	t, err := dbSvc.checklistTemplate.Update(r.Context(), uid, slug, input)
+	if err != nil {
+		writeChecklistTemplateError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, t)
+}
+
+// PATCH /api/checklists/templates/{slug}/visibility — toggle private↔firm.
+func handleSetChecklistTemplateVisibility(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	slug := r.PathValue("slug")
+	var body struct {
+		Visibility string `json:"visibility"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&body); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON"})
+		return
+	}
+	t, err := dbSvc.checklistTemplate.SetVisibility(r.Context(), uid, slug, body.Visibility)
+	if err != nil {
+		writeChecklistTemplateError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, t)
+}
+
+// DELETE /api/checklists/templates/{slug} — delete authored template.
+func handleDeleteChecklistTemplate(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	slug := r.PathValue("slug")
+	if err := dbSvc.checklistTemplate.Delete(r.Context(), uid, slug); err != nil {
+		writeChecklistTemplateError(w, err)
+		return
+	}
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// writeChecklistTemplateError maps service errors to HTTP status. Falls
+// through to writeServiceError for unknown errors so the generic
+// ErrNotVisible / ErrInvalidInput / ErrForbidden mappings still apply.
+func writeChecklistTemplateError(w http.ResponseWriter, err error) {
+	if errors.Is(err, services.ErrInvalidInput) {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": strings.TrimPrefix(err.Error(), "invalid input: ")})
+		return
+	}
+	if errors.Is(err, services.ErrForbidden) {
+		writeJSON(w, http.StatusForbidden, map[string]string{"error": err.Error()})
+		return
+	}
+	if errors.Is(err, services.ErrNotVisible) {
+		writeJSON(w, http.StatusNotFound, map[string]string{"error": "checklist not found"})
+		return
+	}
+	writeServiceError(w, err)
+}

internal/handlers/checklists.go

@@ -24,6 +24,13 @@ func handleChecklistsPage(w http.ResponseWriter, r *http.Request) {
 	http.ServeFile(w, r, "dist/checklists.html")
 }
 
+// handleChecklistsAuthorPage serves the authoring wizard (new + edit
+// share the same bundle; the client reads location.pathname to decide
+// create vs edit mode).
+func handleChecklistsAuthorPage(w http.ResponseWriter, r *http.Request) {
+	http.ServeFile(w, r, "dist/checklists-author.html")
+}
+
 func handleChecklistDetailPage(w http.ResponseWriter, r *http.Request) {
 	slug := r.PathValue("slug")
 	if _, ok := checklists.Find(slug); !ok {
@@ -37,18 +44,105 @@ func handleChecklistInstancePage(w http.ResponseWriter, r *http.Request) {
 	http.ServeFile(w, r, "dist/checklists-instance.html")
 }
 
+// handleChecklistsAPI returns the merged catalog: static templates
+// (always) plus authored DB templates the caller can see (mig 114).
+// Each entry carries origin + visibility + author metadata so the
+// frontend can render provenance.
+//
+// Falls back to the bare static catalog when DB is unavailable so the
+// knowledge-platform-only deploy stays functional without DATABASE_URL.
 func handleChecklistsAPI(w http.ResponseWriter, r *http.Request) {
-	writeJSON(w, http.StatusOK, checklists.Summaries())
+	if dbSvc == nil || dbSvc.checklistCatalog == nil {
+		// Fall back to static summaries shape so the existing frontend
+		// keeps working in the no-DB deploy.
+		writeJSON(w, http.StatusOK, checklists.Summaries())
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	entries, err := dbSvc.checklistCatalog.ListVisible(r.Context(), uid)
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	// Frontend expects the existing Summary shape on the index list; map
+	// the merged entries to Summary + origin/visibility/author fields.
+	type Summary struct {
+		checklists.Summary
+		Origin           string `json:"origin"`
+		Visibility       string `json:"visibility"`
+		OwnerEmail       string `json:"owner_email,omitempty"`
+		OwnerDisplayName string `json:"owner_display_name,omitempty"`
+	}
+	out := make([]Summary, 0, len(entries))
+	for _, e := range entries {
+		out = append(out, Summary{
+			Summary: checklists.Summary{
+				Slug:          e.Template.Slug,
+				TitleDE:       e.Template.TitleDE,
+				TitleEN:       e.Template.TitleEN,
+				DescriptionDE: e.Template.DescriptionDE,
+				DescriptionEN: e.Template.DescriptionEN,
+				Regime:        e.Template.Regime,
+				CourtDE:       e.Template.CourtDE,
+				CourtEN:       e.Template.CourtEN,
+				ItemCount:     checklists.TotalItems(e.Template),
+			},
+			Origin:           e.Origin,
+			Visibility:       e.Visibility,
+			OwnerEmail:       e.OwnerEmail,
+			OwnerDisplayName: e.OwnerDisplayName,
+		})
+	}
+	writeJSON(w, http.StatusOK, out)
 }
 
+// handleChecklistAPI returns one template by slug. Looks up static
+// catalog first (always visible), then authored DB rows via the
+// catalog with visibility check.
 func handleChecklistAPI(w http.ResponseWriter, r *http.Request) {
 	slug := r.PathValue("slug")
-	c, ok := checklists.Find(slug)
-	if !ok {
+	// Static-first path keeps the no-DB deploy functional and is the
+	// common case for the curated templates.
+	if c, ok := checklists.Find(slug); ok {
+		writeJSON(w, http.StatusOK, c)
+		return
+	}
+	if dbSvc == nil || dbSvc.checklistCatalog == nil {
 		writeJSON(w, http.StatusNotFound, map[string]string{"error": "Checkliste nicht gefunden."})
 		return
 	}
-	writeJSON(w, http.StatusOK, c)
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	entry, err := dbSvc.checklistCatalog.Find(r.Context(), uid, slug)
+	if err != nil {
+		writeJSON(w, http.StatusNotFound, map[string]string{"error": "Checkliste nicht gefunden."})
+		return
+	}
+	// Re-render as the bilingual Template shape plus a thin meta block.
+	// Version is included so the instance detail page can decide whether
+	// to show the "template updated since this instance was created"
+	// badge (Slice C).
+	type templateWithMeta struct {
+		checklists.Template
+		Origin           string `json:"origin"`
+		Visibility       string `json:"visibility"`
+		OwnerEmail       string `json:"owner_email,omitempty"`
+		OwnerDisplayName string `json:"owner_display_name,omitempty"`
+		Version          int    `json:"version"`
+	}
+	writeJSON(w, http.StatusOK, templateWithMeta{
+		Template:         entry.Template,
+		Origin:           entry.Origin,
+		Visibility:       entry.Visibility,
+		OwnerEmail:       entry.OwnerEmail,
+		OwnerDisplayName: entry.OwnerDisplayName,
+		Version:          entry.Version,
+	})
 }
 
 func handleChecklistsFeedback(w http.ResponseWriter, r *http.Request) {

internal/handlers/deadlines_pages.go

@@ -11,8 +11,15 @@ import "net/http"
 // to the canonical /events?type=deadline (t-paliad-115). Detail page
 // /deadlines/{id} stays type-specific. Drop this redirect once we're
 // confident no caches / bookmarks / external links still hit the old URL.
+//
+// Preserves the incoming query string so filter params (e.g. status=this_week
+// from the dashboard summary cards) survive the redirect.
 func handleDeadlinesListRedirect(w http.ResponseWriter, r *http.Request) {
-	http.Redirect(w, r, "/events?type=deadline", http.StatusMovedPermanently)
+	target := "/events?type=deadline"
+	if r.URL.RawQuery != "" {
+		target += "&" + r.URL.RawQuery
+	}
+	http.Redirect(w, r, target, http.StatusMovedPermanently)
 }
 
 func handleDeadlinesNewPage(w http.ResponseWriter, r *http.Request) {
@@ -23,6 +30,13 @@ func handleDeadlinesDetailPage(w http.ResponseWriter, r *http.Request) {
 	http.ServeFile(w, r, "dist/deadlines-detail.html")
 }
 
+// handleDeadlinesCalendarPage 301-redirects the legacy standalone
+// calendar route to the canonical /events Kalender tab (t-paliad-224 /
+// m/paliad#55). The standalone page was orphaned in navigation since
+// t-paliad-110 — Sidebar/BottomNav already point at /events?type=…, and
+// the canonical calendar lives inside that page's view chip. The
+// redirect preserves bookmarks and external links without a duplicate
+// rendering pipeline.
 func handleDeadlinesCalendarPage(w http.ResponseWriter, r *http.Request) {
-	http.ServeFile(w, r, "dist/deadlines-calendar.html")
+	http.Redirect(w, r, "/events?type=deadline&view=calendar", http.StatusMovedPermanently)
 }

internal/handlers/firm_dashboard_default.go

@@ -0,0 +1,139 @@
+package handlers
+
+// HTTP handlers for the firm-wide dashboard default layout (t-paliad-219
+// Slice C). All four endpoints sit behind the adminGate so only
+// global_admin can read or mutate. The per-user GetOrSeed/ResetToDefault
+// path consumes the firm default via DashboardLayoutService — the read
+// surface here is just the admin's read-back of the current row.
+//
+//   GET    /api/admin/firm-dashboard-default        — current row, or 204
+//   PUT    /api/admin/firm-dashboard-default        — replace
+//   DELETE /api/admin/firm-dashboard-default        — clear (revert to factory)
+//   POST   /api/me/dashboard-layout/promote         — promote caller's own
+//                                                     current layout to firm
+//                                                     default. Admin convenience.
+
+import (
+	"encoding/json"
+	"errors"
+	"net/http"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+// GET /api/admin/firm-dashboard-default — returns the current firm-wide
+// default layout, or 204 when none is set. Admins read this on the
+// firm-default admin surface to verify the active layout.
+func handleGetFirmDashboardDefault(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	if dbSvc.firmDashboardDefault == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{"error": "firm-dashboard-default service not configured"})
+		return
+	}
+	spec, ok, err := dbSvc.firmDashboardDefault.Get(r.Context())
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	if !ok {
+		// Empty firm default — the caller can fall back to the factory
+		// shape via GET /api/dashboard-widget-catalog + FactoryDefault-
+		// Layout logic mirrored client-side. 204 is cheaper than
+		// shipping an "is_set: false" wrapper.
+		w.WriteHeader(http.StatusNoContent)
+		return
+	}
+	writeJSON(w, http.StatusOK, spec)
+}
+
+// PUT /api/admin/firm-dashboard-default — replace the firm-wide default.
+// Body must be a complete DashboardLayoutSpec. The admin is recorded as
+// updated_by for audit.
+func handlePutFirmDashboardDefault(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	if dbSvc.firmDashboardDefault == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{"error": "firm-dashboard-default service not configured"})
+		return
+	}
+	var spec services.DashboardLayoutSpec
+	if err := json.NewDecoder(r.Body).Decode(&spec); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON body"})
+		return
+	}
+	out, err := dbSvc.firmDashboardDefault.Set(r.Context(), spec, uid)
+	if err != nil {
+		if errors.Is(err, services.ErrInvalidInput) {
+			writeJSON(w, http.StatusBadRequest, map[string]string{"error": err.Error()})
+			return
+		}
+		writeServiceError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, out)
+}
+
+// DELETE /api/admin/firm-dashboard-default — clear the firm default so
+// future seeds/resets revert to the code-resident FactoryDefaultLayout.
+// Idempotent.
+func handleDeleteFirmDashboardDefault(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	if dbSvc.firmDashboardDefault == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{"error": "firm-dashboard-default service not configured"})
+		return
+	}
+	if err := dbSvc.firmDashboardDefault.Clear(r.Context()); err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// POST /api/me/dashboard-layout/promote — admin convenience. Takes the
+// caller's current layout (whatever's in user_dashboard_layouts for
+// them) and promotes it to the firm-wide default. Saves an admin the
+// step of crafting a layout in a JSON editor — they edit their own
+// dashboard via the standard /dashboard editor, then promote one click.
+//
+// Admin-only at the route level (handlers.go wires this under adminGate).
+// The handler itself does not re-check admin — that's the gate's job.
+func handlePromoteDashboardLayoutToFirmDefault(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	if dbSvc.dashboardLayout == nil || dbSvc.firmDashboardDefault == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{"error": "dashboard-layout service not configured"})
+		return
+	}
+	// Read the admin's own current layout (seeding the factory if they
+	// somehow lack a row — vanishingly unlikely for an admin who's
+	// logging in to promote, but the safety belt costs nothing).
+	spec, err := dbSvc.dashboardLayout.GetOrSeed(r.Context(), uid)
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	out, err := dbSvc.firmDashboardDefault.Set(r.Context(), spec, uid)
+	if err != nil {
+		if errors.Is(err, services.ErrInvalidInput) {
+			writeJSON(w, http.StatusBadRequest, map[string]string{"error": err.Error()})
+			return
+		}
+		writeServiceError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, out)
+}

internal/handlers/handlers.go

@@ -70,7 +70,11 @@ type Services struct {
 	EventType      *services.EventTypeService
 	Dashboard      *services.DashboardService
 	Note           *services.NoteService
-	ChecklistInst  *services.ChecklistInstanceService
+	ChecklistInst      *services.ChecklistInstanceService
+	ChecklistCatalog   *services.ChecklistCatalogService
+	ChecklistTemplate  *services.ChecklistTemplateService
+	ChecklistShare     *services.ChecklistShareService
+	ChecklistPromotion *services.ChecklistPromotionService
 	Mail           *services.MailService
 	Invite         *services.InviteService
 	Agenda         *services.AgendaService
@@ -86,6 +90,11 @@ type Services struct {
 	Pin            *services.PinService
 	CardLayout      *services.CardLayoutService
 	DashboardLayout *services.DashboardLayoutService
+	// FirmDashboardDefault is the firm-wide /dashboard default layout
+	// (Slice C). Admin-only writes; per-user seed/reset reads it via
+	// DashboardLayoutService.defaultLayout(). Nil-safe — falls back to
+	// the code-resident FactoryDefaultLayout.
+	FirmDashboardDefault *services.FirmDashboardDefaultService
 	Projection      *services.ProjectionService
 	Export          *services.ExportService
 
@@ -144,7 +153,11 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 			eventType:      svc.EventType,
 			dashboard:      svc.Dashboard,
 			note:           svc.Note,
-			checklistInst:  svc.ChecklistInst,
+			checklistInst:      svc.ChecklistInst,
+			checklistCatalog:   svc.ChecklistCatalog,
+			checklistTemplate:  svc.ChecklistTemplate,
+			checklistShare:     svc.ChecklistShare,
+			checklistPromotion: svc.ChecklistPromotion,
 			mail:           svc.Mail,
 			invite:         svc.Invite,
 			agenda:         svc.Agenda,
@@ -160,6 +173,7 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 			pin:            svc.Pin,
 			cardLayout:      svc.CardLayout,
 			dashboardLayout: svc.DashboardLayout,
+			firmDashboardDefault: svc.FirmDashboardDefault,
 			projection:      svc.Projection,
 			export:          svc.Export,
 		}
@@ -248,11 +262,25 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 	protected.HandleFunc("GET /api/tools/gebuehrentabellen/lookup", handleGebuehrentabellenLookup)
 	protected.HandleFunc("POST /api/tools/gebuehrentabellen/feedback", handleGebuehrentabellenFeedback)
 	protected.HandleFunc("GET /checklists", handleChecklistsPage)
+	protected.HandleFunc("GET /checklists/new", handleChecklistsAuthorPage)
 	protected.HandleFunc("GET /checklists/instances/{id}", handleChecklistInstancePage)
+	protected.HandleFunc("GET /checklists/templates/{slug}/edit", handleChecklistsAuthorPage)
 	protected.HandleFunc("GET /checklists/{slug}", handleChecklistDetailPage)
 	protected.HandleFunc("GET /api/checklists", handleChecklistsAPI)
 	protected.HandleFunc("GET /api/checklists/{slug}", handleChecklistAPI)
 	protected.HandleFunc("POST /api/checklists/feedback", handleChecklistsFeedback)
+	// t-paliad-225 Slice A — user-authored templates (paliad.checklists).
+	protected.HandleFunc("GET /api/checklists/templates/mine", handleListMyChecklistTemplates)
+	protected.HandleFunc("POST /api/checklists/templates", handleCreateChecklistTemplate)
+	protected.HandleFunc("PATCH /api/checklists/templates/{slug}", handleUpdateChecklistTemplate)
+	protected.HandleFunc("PATCH /api/checklists/templates/{slug}/visibility", handleSetChecklistTemplateVisibility)
+	protected.HandleFunc("DELETE /api/checklists/templates/{slug}", handleDeleteChecklistTemplate)
+	// t-paliad-225 Slice B — explicit sharing + admin promotion.
+	protected.HandleFunc("GET /api/checklists/templates/{slug}/shares", handleListChecklistShares)
+	protected.HandleFunc("POST /api/checklists/templates/{slug}/shares", handleGrantChecklistShare)
+	protected.HandleFunc("DELETE /api/checklists/shares/{id}", handleRevokeChecklistShare)
+	protected.HandleFunc("POST /api/admin/checklists/{slug}/promote", handlePromoteChecklist)
+	protected.HandleFunc("POST /api/admin/checklists/{slug}/demote", handleDemoteChecklist)
 	protected.HandleFunc("GET /api/checklists/{slug}/instances", handleListChecklistInstancesForTemplate)
 	protected.HandleFunc("POST /api/checklists/{slug}/instances", handleCreateChecklistInstance)
 	protected.HandleFunc("GET /api/checklist-instances", handleListAllChecklistInstances)
@@ -325,6 +353,7 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 	// Team membership endpoints for Project detail "Team" tab.
 	protected.HandleFunc("GET /api/projects/{id}/team", handleListProjectTeam)
 	protected.HandleFunc("POST /api/projects/{id}/team", handleAddProjectTeamMember)
+	protected.HandleFunc("PATCH /api/projects/{id}/team/{user_id}", handleChangeProjectTeamMemberResponsibility)
 	protected.HandleFunc("DELETE /api/projects/{id}/team/{user_id}", handleRemoveProjectTeamMember)
 	// t-paliad-139 — sub-team aggregation surfaces for the Team tab.
 	protected.HandleFunc("GET /api/projects/{id}/team/derived", handleListDerivedTeam)
@@ -508,10 +537,17 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 		protected.HandleFunc("GET /admin/event-types", adminGate(users, gateOnboarded(handleAdminEventTypesPage)))
 		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))
 		protected.HandleFunc("GET /api/admin/users/unonboarded", adminGate(users, handleAdminListUnonboarded))
 		protected.HandleFunc("PATCH /api/admin/users/{id}", adminGate(users, handleAdminUpdateUser))
 		protected.HandleFunc("DELETE /api/admin/users/{id}", adminGate(users, handleAdminDeleteUser))
 		protected.HandleFunc("GET /api/audit-log", adminGate(users, handleListAuditLog))
+		// t-paliad-219 Slice C — firm-wide dashboard default + admin promote.
+		protected.HandleFunc("GET /api/admin/firm-dashboard-default", adminGate(users, handleGetFirmDashboardDefault))
+		protected.HandleFunc("PUT /api/admin/firm-dashboard-default", adminGate(users, handlePutFirmDashboardDefault))
+		protected.HandleFunc("DELETE /api/admin/firm-dashboard-default", adminGate(users, handleDeleteFirmDashboardDefault))
+		protected.HandleFunc("POST /api/me/dashboard-layout/promote", adminGate(users, handlePromoteDashboardLayoutToFirmDefault))
+
 		protected.HandleFunc("GET /api/admin/email-templates", adminGate(users, handleAdminListEmailTemplates))
 		protected.HandleFunc("GET /api/admin/email-templates/{key}/variables", adminGate(users, handleAdminEmailTemplateVariables))
 		protected.HandleFunc("GET /api/admin/email-templates/{key}/{lang}", adminGate(users, handleAdminGetEmailTemplate))

internal/handlers/projects.go

@@ -11,6 +11,7 @@ import (
 	"github.com/google/uuid"
 
 	"mgit.msbls.de/m/paliad/internal/auth"
+	"mgit.msbls.de/m/paliad/internal/models"
 	"mgit.msbls.de/m/paliad/internal/services"
 )
 
@@ -37,7 +38,11 @@ type dbServices struct {
 	eventType      *services.EventTypeService
 	dashboard      *services.DashboardService
 	note           *services.NoteService
-	checklistInst  *services.ChecklistInstanceService
+	checklistInst      *services.ChecklistInstanceService
+	checklistCatalog   *services.ChecklistCatalogService
+	checklistTemplate  *services.ChecklistTemplateService
+	checklistShare     *services.ChecklistShareService
+	checklistPromotion *services.ChecklistPromotionService
 	mail           *services.MailService
 	invite         *services.InviteService
 	agenda         *services.AgendaService
@@ -53,6 +58,7 @@ type dbServices struct {
 	pin            *services.PinService
 	cardLayout     *services.CardLayoutService
 	dashboardLayout *services.DashboardLayoutService
+	firmDashboardDefault *services.FirmDashboardDefaultService
 	projection     *services.ProjectionService
 	export         *services.ExportService
 }
@@ -104,6 +110,8 @@ func writeServiceError(w http.ResponseWriter, err error) {
 		})
 	case errors.Is(err, services.ErrEventTypeSlugTaken):
 		writeJSON(w, http.StatusConflict, map[string]string{"error": err.Error()})
+	case errors.Is(err, services.ErrLastProjectAdmin):
+		writeJSON(w, http.StatusConflict, map[string]string{"error": err.Error()})
 	default:
 		log.Printf("ERROR service: %v", err)
 		writeJSON(w, http.StatusInternalServerError, map[string]string{"error": "internal error"})
@@ -319,7 +327,24 @@ func handleGetProject(w http.ResponseWriter, r *http.Request) {
 		writeServiceError(w, err)
 		return
 	}
-	writeJSON(w, http.StatusOK, p)
+	// t-paliad-223: piggyback effective_project_admin onto the project
+	// payload so the frontend can drive the inline role-edit affordance
+	// without a second round-trip. JSON-merge via a small wrapper that
+	// embeds the existing Project shape — every existing caller keeps
+	// reading the same fields and gains effective_admin as additive.
+	effAdmin, err := dbSvc.team.IsEffectiveProjectAdmin(r.Context(), uid, id)
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	type projectWithPermissions struct {
+		*models.Project
+		EffectiveAdmin bool `json:"effective_admin"`
+	}
+	writeJSON(w, http.StatusOK, projectWithPermissions{
+		Project:        p,
+		EffectiveAdmin: effAdmin,
+	})
 }
 
 // GET /api/projects/{id}/children — direct children.
@@ -351,7 +376,7 @@ func handleListProjectChildren(w http.ResponseWriter, r *http.Request) {
 // Query parameters (all optional, additive):
 //   ?scope=all|mine|pinned             — chip-driven scope (default "all")
 //   ?status=active,archived,closed     — status whitelist (CSV; default = no narrowing)
-//   ?type=client,litigation,patent,case,project — type whitelist
+//   ?type=client,litigation,patent,case,project,other — type whitelist
 //   ?has_open_deadlines=true|false     — narrow by deadline activity
 //   ?q=<term>                          — search title / reference / clientmatter
 //   ?subtree_counts=true|false         — populate *_subtree fields (default true)

internal/handlers/redirects_test.go

@@ -32,3 +32,54 @@ func TestRegisterLegacyRedirects_SubProjectsAlias(t *testing.T) {
 		}
 	}
 }
+
+// t-paliad-224: /deadlines/calendar and /appointments/calendar 301 to
+// the canonical /events Kalender tab. Pins the redirect target so a
+// future refactor doesn't silently break the bookmark contract.
+func TestStandaloneCalendarHandlers_RedirectToEventsKalender(t *testing.T) {
+	cases := []struct {
+		name    string
+		handler http.HandlerFunc
+		want    string
+	}{
+		{"deadlines", handleDeadlinesCalendarPage, "/events?type=deadline&view=calendar"},
+		{"appointments", handleAppointmentsCalendarPage, "/events?type=appointment&view=calendar"},
+	}
+	for _, tc := range cases {
+		req := httptest.NewRequest(http.MethodGet, "/x", nil) // path ignored — handler is direct
+		w := httptest.NewRecorder()
+		tc.handler(w, req)
+		if w.Code != http.StatusMovedPermanently {
+			t.Fatalf("%s: status = %d, want %d", tc.name, w.Code, http.StatusMovedPermanently)
+		}
+		if got := w.Header().Get("Location"); got != tc.want {
+			t.Fatalf("%s: Location = %q, want %q", tc.name, got, tc.want)
+		}
+	}
+}
+
+// /deadlines list redirect must forward the incoming query string so legacy
+// dashboard cards and external bookmarks like /deadlines?status=this_week
+// land at /events?type=deadline&status=this_week instead of losing the
+// filter. Regression for m's 2026-05-21 14:20 report.
+func TestDeadlinesListRedirect_PreservesQueryString(t *testing.T) {
+	cases := []struct {
+		path string
+		want string
+	}{
+		{"/deadlines", "/events?type=deadline"},
+		{"/deadlines?status=this_week", "/events?type=deadline&status=this_week"},
+		{"/deadlines?status=overdue&project_id=abc", "/events?type=deadline&status=overdue&project_id=abc"},
+	}
+	for _, tc := range cases {
+		req := httptest.NewRequest(http.MethodGet, tc.path, nil)
+		w := httptest.NewRecorder()
+		handleDeadlinesListRedirect(w, req)
+		if w.Code != http.StatusMovedPermanently {
+			t.Fatalf("%s: status = %d, want 301", tc.path, w.Code)
+		}
+		if got := w.Header().Get("Location"); got != tc.want {
+			t.Fatalf("%s: Location = %q, want %q", tc.path, got, tc.want)
+		}
+	}
+}

internal/handlers/search.go

@@ -473,6 +473,8 @@ func humanProjectType(t string) string {
 		return "Verfahren"
 	case services.ProjectTypeProject:
 		return "Projekt"
+	case services.ProjectTypeOther:
+		return "Sonstiges"
 	}
 	return t
 }

internal/handlers/teams.go

@@ -93,6 +93,53 @@ func handleListMembershipsIndex(w http.ResponseWriter, r *http.Request) {
 	writeJSON(w, http.StatusOK, rows)
 }
 
+// PATCH /api/projects/{id}/team/{user_id} — change a direct member's
+// responsibility. Body: {"responsibility": "<admin|lead|member|observer|external>"}.
+//
+// Authorisation is RLS-enforced (project_teams_update gated on
+// effective_project_admin in mig 111). Non-admins get a pq permission
+// error from the UPDATE; we surface that as 404 to avoid leaking that
+// the row exists. The last-admin guard runs inside the service tx and
+// returns ErrLastProjectAdmin (mapped to 409 by writeServiceError).
+func handleChangeProjectTeamMemberResponsibility(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	projectID, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid project id"})
+		return
+	}
+	userID, err := uuid.Parse(r.PathValue("user_id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid user id"})
+		return
+	}
+	var body struct {
+		Responsibility string `json:"responsibility"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&body); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON"})
+		return
+	}
+	m, err := dbSvc.team.ChangeResponsibility(r.Context(), uid, projectID, userID, body.Responsibility)
+	if err != nil {
+		if errors.Is(err, sql.ErrNoRows) {
+			writeJSON(w, http.StatusNotFound, map[string]string{
+				"error": "no direct membership found",
+			})
+			return
+		}
+		writeServiceError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, m)
+}
+
 // DELETE /api/projects/{id}/team/{user_id} — remove a direct member.
 // Inherited memberships can't be removed at the child level.
 func handleRemoveProjectTeamMember(w http.ResponseWriter, r *http.Request) {

internal/models/models.go

@@ -159,10 +159,35 @@ type Project struct {
 	// OurSide is which side the firm represents on this project. Used
 	// by the Fristenrechner Determinator to predefine the perspective
 	// chip from the project context (t-paliad-164). NULL = unknown /
-	// not set; Determinator falls back to free-pick. Allowed values:
-	// claimant, defendant, court, both.
+	// not set; Determinator falls back to free-pick.
+	//
+	// Allowed sub-roles (mig 112, t-paliad-222):
+	//   Active   : claimant, applicant, appellant
+	//   Reactive : defendant, respondent
+	//   Other    : third_party, other
+	//
+	// The DB column name stays as `our_side`; the UI label has moved
+	// to "Client Role" / "Mandantenrolle" on case projects and is
+	// hidden on every other project type.
 	OurSide *string `db:"our_side" json:"our_side,omitempty"`
 
+	// OpponentCode is the short slug for the opposing party on a
+	// litigation project (uppercase letters / digits / dashes, max 16
+	// chars). Used as the middle segment when services.BuildProjectCode
+	// assembles an auto-derived project code from the ancestor tree —
+	// e.g. EXMPL.OPNT.567.INF.CFI (t-paliad-222 / m/paliad#50). NULL
+	// → segment skipped silently. Only meaningful on type='litigation'
+	// rows; CHECK constraint (mig 113) enforces the pairing.
+	OpponentCode *string `db:"opponent_code" json:"opponent_code,omitempty"`
+
+	// Code is the auto-derived (or override) project code, computed at
+	// projection time by services.BuildProjectCode. Not a DB column —
+	// no `db:` tag — populated by service-layer projection helpers
+	// after the row is loaded. Empty on rows for which the helper has
+	// not run (e.g. raw fixtures in tests, internal projection paths
+	// that don't call the helper).
+	Code string `db:"-" json:"code,omitempty"`
+
 	// CounterclaimOf is the parent project this row is a counterclaim
 	// (CCR) against (t-paliad-174 SmartTimeline Slice 3). NULL on
 	// regular projects; non-NULL rows are CCR sub-projects rendered as
@@ -396,22 +421,32 @@ type Note struct {
 	AuthorEmail *string `db:"author_email" json:"author_email,omitempty"`
 }
 
-// ChecklistInstance is one user's instantiation of a static checklist
-// template (defined in internal/checklists). Checkbox state lives in the
-// `state` jsonb column.
+// ChecklistInstance is one user's instantiation of a checklist template
+// (static catalog in internal/checklists OR authored row in
+// paliad.checklists). Checkbox state lives in the `state` jsonb column.
 //
 // Visibility mirrors Appointment: project_id nullable. Personal instances
 // (project_id NULL) are creator-only; Project-linked instances follow
 // paliad.can_see_project.
+//
+// TemplateSnapshot captures the template body at instance create time so
+// subsequent template edits / visibility narrowing don't affect existing
+// instances (t-paliad-225 Slice A). NULL on pre-mig-114 rows; the
+// service layer falls back to live catalog lookup in that case.
 type ChecklistInstance struct {
-	ID           uuid.UUID       `db:"id"            json:"id"`
-	TemplateSlug string          `db:"template_slug" json:"template_slug"`
-	Name         string          `db:"name"          json:"name"`
-	ProjectID    *uuid.UUID      `db:"project_id"    json:"project_id,omitempty"`
-	State        json.RawMessage `db:"state"         json:"state"`
-	CreatedBy    uuid.UUID       `db:"created_by"    json:"created_by"`
-	CreatedAt    time.Time       `db:"created_at"    json:"created_at"`
-	UpdatedAt    time.Time       `db:"updated_at"    json:"updated_at"`
+	ID               uuid.UUID    `db:"id"                json:"id"`
+	TemplateSlug     string       `db:"template_slug"     json:"template_slug"`
+	Name             string       `db:"name"              json:"name"`
+	ProjectID        *uuid.UUID   `db:"project_id"        json:"project_id,omitempty"`
+	State            json.RawMessage `db:"state"          json:"state"`
+	CreatedBy        uuid.UUID    `db:"created_by"        json:"created_by"`
+	CreatedAt        time.Time    `db:"created_at"        json:"created_at"`
+	UpdatedAt        time.Time    `db:"updated_at"        json:"updated_at"`
+	TemplateSnapshot NullableJSON `db:"template_snapshot" json:"template_snapshot,omitempty"`
+	// TemplateVersion is the checklists.version at instance create time.
+	// NULL on pre-Slice-C rows where versioning wasn't captured; the
+	// "outdated" badge stays off in that case.
+	TemplateVersion *int `db:"template_version" json:"template_version,omitempty"`
 }
 
 // ChecklistInstanceWithProject enriches an instance with its parent Project
@@ -422,6 +457,37 @@ type ChecklistInstanceWithProject struct {
 	ProjectTitle     *string `db:"project_title"     json:"project_title,omitempty"`
 }
 
+// Checklist is one authored template row in paliad.checklists. Augments
+// the static Go catalog (internal/checklists/templates.go) at read time
+// via ChecklistCatalogService. Body holds the groups + items as JSONB.
+type Checklist struct {
+	ID          uuid.UUID    `db:"id"          json:"id"`
+	Slug        string       `db:"slug"        json:"slug"`
+	OwnerID     uuid.UUID    `db:"owner_id"    json:"owner_id"`
+	Title       string       `db:"title"       json:"title"`
+	Description string       `db:"description" json:"description"`
+	Regime      string       `db:"regime"      json:"regime"`
+	Court       string       `db:"court"       json:"court"`
+	Reference   string       `db:"reference"   json:"reference"`
+	Deadline    string       `db:"deadline"    json:"deadline"`
+	Lang        string       `db:"lang"        json:"lang"`
+	Body        json.RawMessage `db:"body"     json:"body"`
+	Visibility  string       `db:"visibility"  json:"visibility"`
+	PromotedAt  *time.Time   `db:"promoted_at" json:"promoted_at,omitempty"`
+	PromotedBy  *uuid.UUID   `db:"promoted_by" json:"promoted_by,omitempty"`
+	Version     int          `db:"version"     json:"version"`
+	CreatedAt   time.Time    `db:"created_at"  json:"created_at"`
+	UpdatedAt   time.Time    `db:"updated_at"  json:"updated_at"`
+}
+
+// ChecklistWithOwner enriches a Checklist row with author display fields
+// for list views (Meine Vorlagen, Gallery).
+type ChecklistWithOwner struct {
+	Checklist
+	OwnerEmail       string `db:"owner_email"        json:"owner_email"`
+	OwnerDisplayName string `db:"owner_display_name" json:"owner_display_name"`
+}
+
 // UserCalDAVConfig holds one user's external CalDAV connection. The password
 // is never returned in API responses; only the public fields are exposed.
 type UserCalDAVConfig struct {

internal/services/approval_levels.go

@@ -25,7 +25,14 @@ const (
 
 // Project-level responsibility values on paliad.project_teams.responsibility.
 // Open the ladder gate (lead/member) or close it (observer/external).
+//
+// ResponsibilityAdmin (t-paliad-223) is orthogonal to the approval gate —
+// it grants role-edit authority on the project + descendants via the
+// paliad.effective_project_admin predicate, but does NOT by itself open
+// the 4-Augen approval gate. An Admin who has no profession set is still
+// not an approver. Use responsibilityOpensGate to test the approval axis.
 const (
+	ResponsibilityAdmin    = "admin"
 	ResponsibilityLead     = "lead"
 	ResponsibilityMember   = "member"
 	ResponsibilityObserver = "observer"
@@ -143,7 +150,7 @@ func IsValidProfession(p string) bool {
 // recognised project-responsibility enum values. Used by TeamService.
 func IsValidResponsibility(r string) bool {
 	switch r {
-	case ResponsibilityLead, ResponsibilityMember,
+	case ResponsibilityAdmin, ResponsibilityLead, ResponsibilityMember,
 		ResponsibilityObserver, ResponsibilityExternal:
 		return true
 	}

internal/services/approval_service_test.go

@@ -190,7 +190,8 @@ func TestIsValidProfession(t *testing.T) {
 }
 
 func TestIsValidResponsibility(t *testing.T) {
-	for _, r := range []string{"lead", "member", "observer", "external"} {
+	// t-paliad-223 added 'admin'; the four legacy values stay valid.
+	for _, r := range []string{"admin", "lead", "member", "observer", "external"} {
 		t.Run(r, func(t *testing.T) {
 			if !IsValidResponsibility(r) {
 				t.Errorf("IsValidResponsibility(%q) must be true", r)
@@ -206,6 +207,30 @@ func TestIsValidResponsibility(t *testing.T) {
 	}
 }
 
+// t-paliad-223: admin maps to legacy 'lead' for the deprecated shadow
+// column. The other mappings are unchanged from t-paliad-148. Pin them
+// so a future refactor doesn't silently flip them.
+func TestLegacyRoleFromResponsibility(t *testing.T) {
+	cases := []struct {
+		in, want string
+	}{
+		{ResponsibilityAdmin, "lead"},
+		{ResponsibilityLead, "lead"},
+		{ResponsibilityObserver, "observer"},
+		{ResponsibilityExternal, "local_counsel"},
+		{ResponsibilityMember, "associate"},
+		{"", "associate"}, // unknown / empty falls through to associate
+	}
+	for _, c := range cases {
+		t.Run(c.in, func(t *testing.T) {
+			got := legacyRoleFromResponsibility(c.in)
+			if got != c.want {
+				t.Errorf("legacyRoleFromResponsibility(%q) = %q, want %q", c.in, got, c.want)
+			}
+		})
+	}
+}
+
 func TestApprovalEventType(t *testing.T) {
 	cases := []struct {
 		entity, step, want string

internal/services/checklist_catalog_service.go

@@ -0,0 +1,309 @@
+package services
+
+import (
+	"context"
+	"database/sql"
+	"encoding/json"
+	"errors"
+	"fmt"
+	"sort"
+	"strings"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+
+	"mgit.msbls.de/m/paliad/internal/checklists"
+	"mgit.msbls.de/m/paliad/internal/models"
+)
+
+// ChecklistCatalogService unifies the static Go template catalog
+// (internal/checklists/templates.go) and the user-authored DB catalog
+// (paliad.checklists, mig 114) into a single read facade.
+//
+// Slug uniqueness is enforced across both spaces at write time by
+// ChecklistTemplateService (authored slugs get a 'u-' prefix and we
+// reject collisions with static slugs). Catalog lookups prefer static
+// templates on collision so a stray DB row never shadows curated
+// content — see Find().
+type ChecklistCatalogService struct {
+	db          *sqlx.DB
+	staticSlugs map[string]bool
+}
+
+// NewChecklistCatalogService wires the service and pre-computes the
+// static-slug set used for collision detection at write + read time.
+func NewChecklistCatalogService(db *sqlx.DB) *ChecklistCatalogService {
+	set := make(map[string]bool, len(checklists.Templates))
+	for _, t := range checklists.Templates {
+		set[t.Slug] = true
+	}
+	return &ChecklistCatalogService{db: db, staticSlugs: set}
+}
+
+// CatalogEntry is one unified entry — either a static template or an
+// authored DB row. Origin identifies the source so the UI can render
+// provenance ("Erstellt von <author>" for authored, plain title for
+// static).
+type CatalogEntry struct {
+	Slug             string              `json:"slug"`
+	Origin           string              `json:"origin"` // "static" | "authored"
+	Visibility       string              `json:"visibility"`
+	OwnerID          *uuid.UUID          `json:"owner_id,omitempty"`
+	OwnerEmail       string              `json:"owner_email,omitempty"`
+	OwnerDisplayName string              `json:"owner_display_name,omitempty"`
+	// Version of the underlying row. 1 for static templates (they
+	// re-version implicitly with the deploy that ships them); the live
+	// counter from paliad.checklists.version for authored rows.
+	Version  int                 `json:"version"`
+	Template checklists.Template `json:"template"`
+}
+
+// IsStaticSlug reports whether the given slug names a curated static
+// template. Called by ChecklistTemplateService.Create to reject author
+// slugs that would shadow a curated entry.
+func (s *ChecklistCatalogService) IsStaticSlug(slug string) bool {
+	return s.staticSlugs[slug]
+}
+
+// ListVisible returns every catalog entry the caller can see — every
+// static template (always visible) plus every authored DB row that
+// passes paliad.can_see_checklist via RLS.
+//
+// Ordering: static templates first in their definition order, then
+// authored rows alphabetised by title.
+func (s *ChecklistCatalogService) ListVisible(ctx context.Context, userID uuid.UUID) ([]CatalogEntry, error) {
+	out := make([]CatalogEntry, 0, len(checklists.Templates))
+	for _, t := range checklists.Templates {
+		out = append(out, CatalogEntry{
+			Slug:       t.Slug,
+			Origin:     "static",
+			Visibility: "static",
+			Version:    1,
+			Template:   t,
+		})
+	}
+
+	if s.db == nil {
+		return out, nil
+	}
+
+	rows, err := s.fetchVisibleAuthored(ctx, userID)
+	if err != nil {
+		return nil, err
+	}
+
+	sort.SliceStable(rows, func(i, j int) bool {
+		return strings.ToLower(rows[i].Title) < strings.ToLower(rows[j].Title)
+	})
+
+	for _, r := range rows {
+		// Skip the row if it collides with a static slug — static wins.
+		if s.staticSlugs[r.Slug] {
+			continue
+		}
+		tpl, err := s.rowToTemplate(r)
+		if err != nil {
+			return nil, err
+		}
+		ownerID := r.OwnerID
+		out = append(out, CatalogEntry{
+			Slug:             r.Slug,
+			Origin:           "authored",
+			Visibility:       r.Visibility,
+			OwnerID:          &ownerID,
+			OwnerEmail:       r.OwnerEmail,
+			OwnerDisplayName: r.OwnerDisplayName,
+			Version:          r.Version,
+			Template:         tpl,
+		})
+	}
+	return out, nil
+}
+
+// Find resolves a slug to a single catalog entry, applying visibility
+// (RLS for authored rows; static always visible). Returns ErrNotVisible
+// if the slug is unknown or the caller can't see the authored row.
+func (s *ChecklistCatalogService) Find(ctx context.Context, userID uuid.UUID, slug string) (*CatalogEntry, error) {
+	if t, ok := checklists.Find(slug); ok {
+		return &CatalogEntry{
+			Slug:       t.Slug,
+			Origin:     "static",
+			Visibility: "static",
+			Version:    1,
+			Template:   t,
+		}, nil
+	}
+	if s.db == nil {
+		return nil, ErrNotVisible
+	}
+	row, err := s.fetchAuthoredBySlug(ctx, userID, slug)
+	if err != nil {
+		return nil, err
+	}
+	if row == nil {
+		return nil, ErrNotVisible
+	}
+	tpl, err := s.rowToTemplate(*row)
+	if err != nil {
+		return nil, err
+	}
+	ownerID := row.OwnerID
+	return &CatalogEntry{
+		Slug:             row.Slug,
+		Origin:           "authored",
+		Visibility:       row.Visibility,
+		OwnerID:          &ownerID,
+		OwnerEmail:       row.OwnerEmail,
+		OwnerDisplayName: row.OwnerDisplayName,
+		Version:          row.Version,
+		Template:         tpl,
+	}, nil
+}
+
+// SnapshotBody returns the template body as JSONB suitable for storing
+// in paliad.checklist_instances.template_snapshot. For static templates
+// we marshal the full Template struct; for authored rows we return the
+// body column directly (it already has the right shape — groups[]).
+func (s *ChecklistCatalogService) SnapshotBody(ctx context.Context, userID uuid.UUID, slug string) (json.RawMessage, error) {
+	entry, err := s.Find(ctx, userID, slug)
+	if err != nil {
+		return nil, err
+	}
+	body, err := json.Marshal(entry.Template)
+	if err != nil {
+		return nil, fmt.Errorf("snapshot marshal: %w", err)
+	}
+	return body, nil
+}
+
+// --- internals ------------------------------------------------------------
+
+const authoredWithOwnerSelect = `SELECT c.id, c.slug, c.owner_id, c.title, c.description,
+	c.regime, c.court, c.reference, c.deadline, c.lang, c.body, c.visibility,
+	c.promoted_at, c.promoted_by, c.version, c.created_at, c.updated_at,
+	u.email        AS owner_email,
+	u.display_name AS owner_display_name
+	FROM paliad.checklists c
+	JOIN paliad.users u ON u.id = c.owner_id`
+
+// checklistVisibilityPredicate mirrors paliad.can_see_checklist for the
+// service-role connection (which bypasses RLS). Covers all 6 branches
+// from mig 115: owner + firm/global + global_admin + 4 share-recipient
+// kinds (user / office / partner_unit / project).
+//
+// One positional arg ($userArg) for the caller UUID. Reused several
+// times across the branches; that's fine — Postgres positional
+// placeholders evaluate the arg once per reference, no extra param
+// binding overhead.
+func checklistVisibilityPredicate(alias string, userArg int) string {
+	return fmt.Sprintf(`(%s.owner_id = $%d
+		OR %s.visibility IN ('firm', 'global')
+		OR EXISTS (
+			SELECT 1 FROM paliad.users u
+			 WHERE u.id = $%d AND u.global_role = 'global_admin'
+		)
+		OR EXISTS (
+			SELECT 1 FROM paliad.checklist_shares s
+			 WHERE s.checklist_id = %s.id
+			   AND s.recipient_kind = 'user'
+			   AND s.recipient_user_id = $%d
+		)
+		OR EXISTS (
+			SELECT 1
+			  FROM paliad.checklist_shares s
+			  JOIN paliad.users u ON u.id = $%d
+			 WHERE s.checklist_id = %s.id
+			   AND s.recipient_kind = 'office'
+			   AND (s.recipient_office = u.office
+			        OR s.recipient_office = ANY(u.additional_offices))
+		)
+		OR EXISTS (
+			SELECT 1
+			  FROM paliad.checklist_shares s
+			  JOIN paliad.partner_unit_members pum
+			    ON pum.partner_unit_id = s.recipient_partner_unit_id
+			   AND pum.user_id = $%d
+			 WHERE s.checklist_id = %s.id
+			   AND s.recipient_kind = 'partner_unit'
+		)
+		OR EXISTS (
+			-- Share-to-project resolution: inline ltree walk over
+			-- paliad.projects.path because paliad.can_see_project
+			-- reads auth.uid() which is NULL on the service-role
+			-- connection (same pattern as visibility.go).
+			SELECT 1
+			  FROM paliad.checklist_shares s
+			  JOIN paliad.projects      p
+			    ON p.id = s.recipient_project_id
+			  JOIN paliad.project_teams pt
+			    ON pt.user_id = $%d
+			   AND pt.project_id = ANY(CAST(string_to_array(p.path, '.') AS uuid[]))
+			 WHERE s.checklist_id = %s.id
+			   AND s.recipient_kind = 'project'
+		))`,
+		alias, userArg,            // owner
+		alias,                      // firm/global visibility col
+		userArg,                    // global_admin
+		alias, userArg,             // share: user
+		userArg, alias,             // share: office
+		userArg, alias,             // share: partner_unit
+		userArg, alias,             // share: project (ltree walk)
+	)
+}
+
+func (s *ChecklistCatalogService) fetchVisibleAuthored(ctx context.Context, userID uuid.UUID) ([]models.ChecklistWithOwner, error) {
+	rows := []models.ChecklistWithOwner{}
+	q := authoredWithOwnerSelect + `
+		WHERE ` + checklistVisibilityPredicate("c", 1) + `
+		ORDER BY c.title ASC`
+	if err := s.db.SelectContext(ctx, &rows, q, userID); err != nil {
+		return nil, fmt.Errorf("list authored checklists: %w", err)
+	}
+	return rows, nil
+}
+
+func (s *ChecklistCatalogService) fetchAuthoredBySlug(ctx context.Context, userID uuid.UUID, slug string) (*models.ChecklistWithOwner, error) {
+	var row models.ChecklistWithOwner
+	q := authoredWithOwnerSelect + `
+		WHERE c.slug = $2
+		  AND ` + checklistVisibilityPredicate("c", 1)
+	err := s.db.GetContext(ctx, &row, q, userID, slug)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil, nil
+	}
+	if err != nil {
+		return nil, fmt.Errorf("fetch authored checklist: %w", err)
+	}
+	return &row, nil
+}
+
+func (s *ChecklistCatalogService) rowToTemplate(row models.ChecklistWithOwner) (checklists.Template, error) {
+	// body jsonb holds { "groups": [...] }. Unmarshal into a thin local
+	// shape because the full checklists.Template has DE/EN sibling
+	// fields the author only fills one side of.
+	var bodyShape struct {
+		Groups []checklists.Group `json:"groups"`
+	}
+	if err := json.Unmarshal(row.Body, &bodyShape); err != nil {
+		return checklists.Template{}, fmt.Errorf("unmarshal authored body for %s: %w", row.Slug, err)
+	}
+	t := checklists.Template{
+		Slug:        row.Slug,
+		Regime:      row.Regime,
+		Groups:      bodyShape.Groups,
+		ReferenceDE: row.Reference,
+		ReferenceEN: row.Reference,
+		DeadlineDE:  row.Deadline,
+		DeadlineEN:  row.Deadline,
+		CourtDE:     row.Court,
+		CourtEN:     row.Court,
+	}
+	// Author picks one language per template — surface their title /
+	// description on both sides so the existing bilingual frontend
+	// renders without a special-case for authored entries.
+	t.TitleDE = row.Title
+	t.TitleEN = row.Title
+	t.DescriptionDE = row.Description
+	t.DescriptionEN = row.Description
+	return t, nil
+}

internal/services/checklist_instance_service.go

@@ -12,7 +12,6 @@ import (
 	"github.com/google/uuid"
 	"github.com/jmoiron/sqlx"
 
-	"mgit.msbls.de/m/paliad/internal/checklists"
 	"mgit.msbls.de/m/paliad/internal/models"
 )
 
@@ -21,17 +20,23 @@ import (
 // Visibility mirrors paliad.appointments (project_id nullable):
 //   - project_id NULL     → creator-only (personal instance)
 //   - project_id NOT NULL → parent Project's team-based gate
+//
+// Template resolution goes through ChecklistCatalogService so authored
+// templates (paliad.checklists, mig 114) and static templates work
+// interchangeably. Instance create captures a template_snapshot so
+// subsequent template edits/deletes don't disturb existing instances.
 type ChecklistInstanceService struct {
 	db       *sqlx.DB
 	projects *ProjectService
+	catalog  *ChecklistCatalogService
 }
 
-func NewChecklistInstanceService(db *sqlx.DB, projects *ProjectService) *ChecklistInstanceService {
-	return &ChecklistInstanceService{db: db, projects: projects}
+func NewChecklistInstanceService(db *sqlx.DB, projects *ProjectService, catalog *ChecklistCatalogService) *ChecklistInstanceService {
+	return &ChecklistInstanceService{db: db, projects: projects, catalog: catalog}
 }
 
 const checklistInstanceColumns = `ci.id, ci.template_slug, ci.name, ci.project_id, ci.state,
-	ci.created_by, ci.created_at, ci.updated_at`
+	ci.created_by, ci.created_at, ci.updated_at, ci.template_snapshot, ci.template_version`
 
 const checklistInstanceWithProjectSelect = `SELECT ` + checklistInstanceColumns + `,
 	p.reference AS project_reference,
@@ -55,8 +60,11 @@ type UpdateInstanceInput struct {
 
 // ListForTemplate returns every visible instance of a given template.
 func (s *ChecklistInstanceService) ListForTemplate(ctx context.Context, userID uuid.UUID, slug string) ([]models.ChecklistInstanceWithProject, error) {
-	if _, ok := checklists.Find(slug); !ok {
-		return nil, fmt.Errorf("%w: unknown template slug %q", ErrInvalidInput, slug)
+	if _, err := s.catalog.Find(ctx, userID, slug); err != nil {
+		if errors.Is(err, ErrNotVisible) {
+			return nil, fmt.Errorf("%w: unknown template slug %q", ErrInvalidInput, slug)
+		}
+		return nil, err
 	}
 	user, err := s.projects.Users().GetByID(ctx, userID)
 	if err != nil {
@@ -124,11 +132,25 @@ func (s *ChecklistInstanceService) GetByID(ctx context.Context, userID, id uuid.
 	return inst, nil
 }
 
-// Create inserts a new instance.
+// Create inserts a new instance. Captures a template_snapshot via the
+// catalog so subsequent template edits/deletes don't disturb this row
+// (t-paliad-225 Slice A).
 func (s *ChecklistInstanceService) Create(ctx context.Context, userID uuid.UUID, slug string, input CreateInstanceInput) (*models.ChecklistInstance, error) {
-	if _, ok := checklists.Find(slug); !ok {
-		return nil, fmt.Errorf("%w: unknown template slug %q", ErrInvalidInput, slug)
+	entry, err := s.catalog.Find(ctx, userID, slug)
+	if err != nil {
+		if errors.Is(err, ErrNotVisible) {
+			return nil, fmt.Errorf("%w: unknown template slug %q", ErrInvalidInput, slug)
+		}
+		return nil, err
 	}
+	snapshot, err := s.catalog.SnapshotBody(ctx, userID, slug)
+	if err != nil {
+		return nil, fmt.Errorf("snapshot template body: %w", err)
+	}
+	// Slice C — capture the version we snapshotted from so the instance
+	// detail page can show "template updated since this instance was
+	// created" when the live version pulls ahead.
+	snapshotVersion := entry.Version
 	name := strings.TrimSpace(input.Name)
 	if name == "" {
 		return nil, fmt.Errorf("%w: name is required", ErrInvalidInput)
@@ -153,9 +175,10 @@ func (s *ChecklistInstanceService) Create(ctx context.Context, userID uuid.UUID,
 
 	if _, err := tx.ExecContext(ctx,
 		`INSERT INTO paliad.checklist_instances
-		   (id, template_slug, name, project_id, state, created_by, created_at, updated_at)
-		 VALUES ($1, $2, $3, $4, '{}'::jsonb, $5, $6, $6)`,
-		id, slug, name, input.ProjectID, userID, now,
+		   (id, template_slug, name, project_id, state, template_snapshot,
+		    template_version, created_by, created_at, updated_at)
+		 VALUES ($1, $2, $3, $4, '{}'::jsonb, $5::jsonb, $6, $7, $8, $8)`,
+		id, slug, name, input.ProjectID, string(snapshot), snapshotVersion, userID, now,
 	); err != nil {
 		return nil, fmt.Errorf("insert checklist_instance: %w", err)
 	}
@@ -366,7 +389,8 @@ func (s *ChecklistInstanceService) listWithProject(ctx context.Context, query st
 func (s *ChecklistInstanceService) getByIDUnchecked(ctx context.Context, id uuid.UUID) (*models.ChecklistInstance, error) {
 	var inst models.ChecklistInstance
 	err := s.db.GetContext(ctx, &inst,
-		`SELECT id, template_slug, name, project_id, state, created_by, created_at, updated_at
+		`SELECT id, template_slug, name, project_id, state, created_by,
+		        created_at, updated_at, template_snapshot, template_version
 		   FROM paliad.checklist_instances WHERE id = $1`, id)
 	if errors.Is(err, sql.ErrNoRows) {
 		return nil, ErrNotVisible

internal/services/checklist_promotion_service.go

@@ -0,0 +1,153 @@
+package services
+
+import (
+	"context"
+	"fmt"
+	"strings"
+	"time"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+)
+
+// ChecklistPromotionService implements the global_admin-only promote /
+// demote flow for paliad.checklists. Promote flips visibility to
+// 'global' and stamps promoted_at / promoted_by; demote flips it back
+// to a caller-chosen target ('firm' default — preserves visibility for
+// already-instantiated users).
+type ChecklistPromotionService struct {
+	db        *sqlx.DB
+	templates *ChecklistTemplateService
+	audit     *SystemAuditLogService
+	users     *UserService
+}
+
+func NewChecklistPromotionService(db *sqlx.DB, templates *ChecklistTemplateService, audit *SystemAuditLogService, users *UserService) *ChecklistPromotionService {
+	return &ChecklistPromotionService{db: db, templates: templates, audit: audit, users: users}
+}
+
+// validDemoteTargets — narrowing the visibility back from 'global' is
+// only allowed to a state where the row is still meaningful. 'global'
+// would be a no-op; 'shared' would orphan existing instance owners who
+// already see it without a grant. Default is 'firm'.
+var validDemoteTargets = map[string]bool{"firm": true, "private": true}
+
+// Promote flips an authored template to visibility='global'. Caller
+// must be global_admin. Emits 'checklist.promoted_global' audit event
+// with the prior visibility captured for the demote-undo path.
+func (s *ChecklistPromotionService) Promote(ctx context.Context, callerID uuid.UUID, slug string) error {
+	if err := s.requireGlobalAdmin(ctx, callerID); err != nil {
+		return err
+	}
+	row, err := s.templates.GetBySlug(ctx, callerID, slug)
+	if err != nil {
+		return err
+	}
+	if row.Visibility == "global" {
+		return nil
+	}
+
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return fmt.Errorf("begin promote tx: %w", err)
+	}
+	defer tx.Rollback()
+
+	if _, err := tx.ExecContext(ctx,
+		`UPDATE paliad.checklists
+		    SET visibility = 'global',
+		        promoted_at = $2,
+		        promoted_by = $3,
+		        updated_at  = $2
+		  WHERE id = $1`, row.ID, time.Now().UTC(), callerID); err != nil {
+		return fmt.Errorf("promote checklist: %w", err)
+	}
+
+	actorEmail, _ := s.actorEmail(ctx, callerID)
+	if err := s.audit.WriteChecklistEvent(ctx, tx, ChecklistAuditEvent{
+		EventType:  "checklist.promoted_global",
+		ActorID:    callerID,
+		ActorEmail: actorEmail,
+		Metadata: map[string]any{
+			"checklist_id":      row.ID,
+			"slug":              slug,
+			"owner_id":          row.OwnerID,
+			"prior_visibility":  row.Visibility,
+		},
+	}); err != nil {
+		return err
+	}
+	return tx.Commit()
+}
+
+// Demote narrows visibility from 'global' to target. target defaults to
+// 'firm' when empty. promoted_at / promoted_by are cleared.
+func (s *ChecklistPromotionService) Demote(ctx context.Context, callerID uuid.UUID, slug, target string) error {
+	if err := s.requireGlobalAdmin(ctx, callerID); err != nil {
+		return err
+	}
+	row, err := s.templates.GetBySlug(ctx, callerID, slug)
+	if err != nil {
+		return err
+	}
+	t := strings.ToLower(strings.TrimSpace(target))
+	if t == "" {
+		t = "firm"
+	}
+	if !validDemoteTargets[t] {
+		return fmt.Errorf("%w: demote target must be firm | private, got %q", ErrInvalidInput, target)
+	}
+	if row.Visibility != "global" {
+		return fmt.Errorf("%w: checklist is not currently promoted (visibility=%s)", ErrInvalidInput, row.Visibility)
+	}
+
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return fmt.Errorf("begin demote tx: %w", err)
+	}
+	defer tx.Rollback()
+
+	if _, err := tx.ExecContext(ctx,
+		`UPDATE paliad.checklists
+		    SET visibility = $2,
+		        promoted_at = NULL,
+		        promoted_by = NULL,
+		        updated_at  = now()
+		  WHERE id = $1`, row.ID, t); err != nil {
+		return fmt.Errorf("demote checklist: %w", err)
+	}
+
+	actorEmail, _ := s.actorEmail(ctx, callerID)
+	if err := s.audit.WriteChecklistEvent(ctx, tx, ChecklistAuditEvent{
+		EventType:  "checklist.demoted",
+		ActorID:    callerID,
+		ActorEmail: actorEmail,
+		Metadata: map[string]any{
+			"checklist_id":       row.ID,
+			"slug":               slug,
+			"target_visibility":  t,
+		},
+	}); err != nil {
+		return err
+	}
+	return tx.Commit()
+}
+
+func (s *ChecklistPromotionService) requireGlobalAdmin(ctx context.Context, callerID uuid.UUID) error {
+	user, err := s.users.GetByID(ctx, callerID)
+	if err != nil {
+		return err
+	}
+	if user == nil || user.GlobalRole != "global_admin" {
+		return fmt.Errorf("%w: only global_admin can promote / demote checklists", ErrForbidden)
+	}
+	return nil
+}
+
+func (s *ChecklistPromotionService) actorEmail(ctx context.Context, userID uuid.UUID) (string, error) {
+	u, err := s.users.GetByID(ctx, userID)
+	if err != nil || u == nil {
+		return "", err
+	}
+	return u.Email, nil
+}

internal/services/checklist_share_service.go

@@ -0,0 +1,331 @@
+package services
+
+import (
+	"context"
+	"database/sql"
+	"errors"
+	"fmt"
+	"strings"
+	"time"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+
+	"mgit.msbls.de/m/paliad/internal/offices"
+)
+
+// ChecklistShareService is the write surface for paliad.checklist_shares
+// (mig 115). Owners grant; owner-or-global_admin revokes. ListGrants is
+// owner-only (returning all 4 recipient kinds) — recipients see "this
+// is shared with me" only implicitly via the visibility predicate.
+type ChecklistShareService struct {
+	db        *sqlx.DB
+	templates *ChecklistTemplateService
+	audit     *SystemAuditLogService
+	users     *UserService
+}
+
+func NewChecklistShareService(db *sqlx.DB, templates *ChecklistTemplateService, audit *SystemAuditLogService, users *UserService) *ChecklistShareService {
+	return &ChecklistShareService{db: db, templates: templates, audit: audit, users: users}
+}
+
+// ShareGrantInput is the POST body for granting a share. Exactly one
+// of the recipient_* fields must be set, matching recipient_kind.
+type ShareGrantInput struct {
+	RecipientKind string     `json:"recipient_kind"`
+	UserID        *uuid.UUID `json:"recipient_user_id,omitempty"`
+	Office        string     `json:"recipient_office,omitempty"`
+	PartnerUnitID *uuid.UUID `json:"recipient_partner_unit_id,omitempty"`
+	ProjectID     *uuid.UUID `json:"recipient_project_id,omitempty"`
+}
+
+// Share is the row shape returned from list / grant calls.
+type Share struct {
+	ID                     uuid.UUID  `db:"id"                          json:"id"`
+	ChecklistID            uuid.UUID  `db:"checklist_id"                json:"checklist_id"`
+	RecipientKind          string     `db:"recipient_kind"              json:"recipient_kind"`
+	RecipientUserID        *uuid.UUID `db:"recipient_user_id"           json:"recipient_user_id,omitempty"`
+	RecipientOffice        *string    `db:"recipient_office"            json:"recipient_office,omitempty"`
+	RecipientPartnerUnitID *uuid.UUID `db:"recipient_partner_unit_id"   json:"recipient_partner_unit_id,omitempty"`
+	RecipientProjectID     *uuid.UUID `db:"recipient_project_id"        json:"recipient_project_id,omitempty"`
+	GrantedBy              uuid.UUID  `db:"granted_by"                  json:"granted_by"`
+	GrantedAt              time.Time  `db:"granted_at"                  json:"granted_at"`
+	// Display-name enrichment for the recipient — owners want to see
+	// "Sarah Schmidt" not just a UUID on the grants list.
+	RecipientLabel string `db:"recipient_label" json:"recipient_label"`
+}
+
+// Grant creates a new share row. Caller must own the parent checklist
+// (or be global_admin). Recipient validity (FK targets exist + kind
+// matches the populated recipient_* column) enforced before INSERT.
+func (s *ChecklistShareService) Grant(ctx context.Context, callerID uuid.UUID, slug string, input ShareGrantInput) (*Share, error) {
+	row, err := s.templates.GetBySlug(ctx, callerID, slug)
+	if err != nil {
+		return nil, err
+	}
+	// Ownership check — Grant is owner-only (global_admin can demote
+	// global templates but doesn't author shares).
+	if row.OwnerID != callerID {
+		return nil, fmt.Errorf("%w: only the owner can grant shares", ErrForbidden)
+	}
+
+	kind := strings.ToLower(strings.TrimSpace(input.RecipientKind))
+	if err := validateShareInput(kind, input); err != nil {
+		return nil, err
+	}
+
+	id := uuid.New()
+	now := time.Now().UTC()
+
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return nil, fmt.Errorf("begin grant tx: %w", err)
+	}
+	defer tx.Rollback()
+
+	if _, err := tx.ExecContext(ctx,
+		`INSERT INTO paliad.checklist_shares
+		   (id, checklist_id, recipient_kind, recipient_user_id, recipient_office,
+		    recipient_partner_unit_id, recipient_project_id, granted_by, granted_at)
+		 VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9)`,
+		id, row.ID, kind,
+		input.UserID, nullableString(input.Office), input.PartnerUnitID, input.ProjectID,
+		callerID, now,
+	); err != nil {
+		// Map the partial-unique-index conflict into a friendly 409.
+		if pqUniqueViolation(err) {
+			return nil, fmt.Errorf("%w: this recipient already has a grant on this checklist", ErrInvalidInput)
+		}
+		return nil, fmt.Errorf("insert checklist_share: %w", err)
+	}
+
+	actorEmail, _ := s.actorEmail(ctx, callerID)
+	meta := map[string]any{
+		"checklist_id":   row.ID,
+		"slug":           slug,
+		"share_id":       id,
+		"recipient_kind": kind,
+	}
+	switch kind {
+	case "user":
+		meta["recipient_user_id"] = input.UserID
+	case "office":
+		meta["recipient_office"] = input.Office
+	case "partner_unit":
+		meta["recipient_partner_unit_id"] = input.PartnerUnitID
+	case "project":
+		meta["recipient_project_id"] = input.ProjectID
+	}
+	if err := s.audit.WriteChecklistEvent(ctx, tx, ChecklistAuditEvent{
+		EventType:  "checklist.shared",
+		ActorID:    callerID,
+		ActorEmail: actorEmail,
+		Metadata:   meta,
+	}); err != nil {
+		return nil, err
+	}
+
+	if err := tx.Commit(); err != nil {
+		return nil, fmt.Errorf("commit grant: %w", err)
+	}
+	return s.getShareByID(ctx, callerID, id)
+}
+
+// Revoke deletes a share row. Owner of the parent checklist OR
+// global_admin. Audited as 'checklist.unshared' with the recipient meta
+// captured pre-delete.
+func (s *ChecklistShareService) Revoke(ctx context.Context, callerID uuid.UUID, shareID uuid.UUID) error {
+	share, err := s.getShareByID(ctx, callerID, shareID)
+	if err != nil {
+		return err
+	}
+	// Resolve owner of the parent checklist for the authorization gate.
+	// templates.GetBySlug needs a slug we don't have; inline a minimal
+	// owner lookup keyed on the share's checklist_id.
+	var ownerID uuid.UUID
+	if err := s.db.GetContext(ctx, &ownerID,
+		`SELECT owner_id FROM paliad.checklists WHERE id = $1`, share.ChecklistID); err != nil {
+		if errors.Is(err, sql.ErrNoRows) {
+			return ErrNotVisible
+		}
+		return fmt.Errorf("fetch checklist owner: %w", err)
+	}
+	if ownerID != callerID {
+		user, err := s.users.GetByID(ctx, callerID)
+		if err != nil {
+			return err
+		}
+		if user == nil || user.GlobalRole != "global_admin" {
+			return fmt.Errorf("%w: only the owner or a global_admin can revoke a share", ErrForbidden)
+		}
+	}
+
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return fmt.Errorf("begin revoke tx: %w", err)
+	}
+	defer tx.Rollback()
+
+	if _, err := tx.ExecContext(ctx,
+		`DELETE FROM paliad.checklist_shares WHERE id = $1`, shareID); err != nil {
+		return fmt.Errorf("delete checklist_share: %w", err)
+	}
+
+	actorEmail, _ := s.actorEmail(ctx, callerID)
+	meta := map[string]any{
+		"checklist_id":   share.ChecklistID,
+		"share_id":       share.ID,
+		"recipient_kind": share.RecipientKind,
+	}
+	switch share.RecipientKind {
+	case "user":
+		meta["recipient_user_id"] = share.RecipientUserID
+	case "office":
+		meta["recipient_office"] = share.RecipientOffice
+	case "partner_unit":
+		meta["recipient_partner_unit_id"] = share.RecipientPartnerUnitID
+	case "project":
+		meta["recipient_project_id"] = share.RecipientProjectID
+	}
+	if err := s.audit.WriteChecklistEvent(ctx, tx, ChecklistAuditEvent{
+		EventType:  "checklist.unshared",
+		ActorID:    callerID,
+		ActorEmail: actorEmail,
+		Metadata:   meta,
+	}); err != nil {
+		return err
+	}
+	return tx.Commit()
+}
+
+// ListGrants returns every share row for the checklist. Owner-only —
+// recipients only learn about shares affecting them implicitly via the
+// visibility predicate.
+func (s *ChecklistShareService) ListGrants(ctx context.Context, callerID uuid.UUID, slug string) ([]Share, error) {
+	row, err := s.templates.GetBySlug(ctx, callerID, slug)
+	if err != nil {
+		return nil, err
+	}
+	if row.OwnerID != callerID {
+		user, err := s.users.GetByID(ctx, callerID)
+		if err != nil {
+			return nil, err
+		}
+		if user == nil || user.GlobalRole != "global_admin" {
+			return nil, fmt.Errorf("%w: only the owner or a global_admin can list shares", ErrForbidden)
+		}
+	}
+
+	rows := []Share{}
+	q := `SELECT s.id, s.checklist_id, s.recipient_kind, s.recipient_user_id,
+	             s.recipient_office, s.recipient_partner_unit_id, s.recipient_project_id,
+	             s.granted_by, s.granted_at,
+	             COALESCE(
+	                 CASE s.recipient_kind
+	                     WHEN 'user'         THEN ru.display_name
+	                     WHEN 'office'       THEN s.recipient_office
+	                     WHEN 'partner_unit' THEN pu.name
+	                     WHEN 'project'      THEN COALESCE(pr.reference, pr.title)
+	                 END,
+	                 ''
+	             ) AS recipient_label
+	        FROM paliad.checklist_shares s
+	        LEFT JOIN paliad.users         ru ON ru.id = s.recipient_user_id
+	        LEFT JOIN paliad.partner_units pu ON pu.id = s.recipient_partner_unit_id
+	        LEFT JOIN paliad.projects      pr ON pr.id = s.recipient_project_id
+	       WHERE s.checklist_id = $1
+	       ORDER BY s.granted_at DESC`
+	if err := s.db.SelectContext(ctx, &rows, q, row.ID); err != nil {
+		return nil, fmt.Errorf("list checklist_shares: %w", err)
+	}
+	return rows, nil
+}
+
+// --- internals ------------------------------------------------------------
+
+func (s *ChecklistShareService) getShareByID(ctx context.Context, callerID uuid.UUID, shareID uuid.UUID) (*Share, error) {
+	var row Share
+	q := `SELECT s.id, s.checklist_id, s.recipient_kind, s.recipient_user_id,
+	             s.recipient_office, s.recipient_partner_unit_id, s.recipient_project_id,
+	             s.granted_by, s.granted_at,
+	             COALESCE(
+	                 CASE s.recipient_kind
+	                     WHEN 'user'         THEN ru.display_name
+	                     WHEN 'office'       THEN s.recipient_office
+	                     WHEN 'partner_unit' THEN pu.name
+	                     WHEN 'project'      THEN COALESCE(pr.reference, pr.title)
+	                 END,
+	                 ''
+	             ) AS recipient_label
+	        FROM paliad.checklist_shares s
+	        LEFT JOIN paliad.users         ru ON ru.id = s.recipient_user_id
+	        LEFT JOIN paliad.partner_units pu ON pu.id = s.recipient_partner_unit_id
+	        LEFT JOIN paliad.projects      pr ON pr.id = s.recipient_project_id
+	       WHERE s.id = $1`
+	err := s.db.GetContext(ctx, &row, q, shareID)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil, ErrNotVisible
+	}
+	if err != nil {
+		return nil, fmt.Errorf("fetch checklist_share: %w", err)
+	}
+	return &row, nil
+}
+
+func (s *ChecklistShareService) actorEmail(ctx context.Context, userID uuid.UUID) (string, error) {
+	u, err := s.users.GetByID(ctx, userID)
+	if err != nil || u == nil {
+		return "", err
+	}
+	return u.Email, nil
+}
+
+// --- pure helpers ---------------------------------------------------------
+
+func validateShareInput(kind string, input ShareGrantInput) error {
+	switch kind {
+	case "user":
+		if input.UserID == nil {
+			return fmt.Errorf("%w: recipient_user_id required when recipient_kind=user", ErrInvalidInput)
+		}
+	case "office":
+		off := strings.TrimSpace(input.Office)
+		if off == "" {
+			return fmt.Errorf("%w: recipient_office required when recipient_kind=office", ErrInvalidInput)
+		}
+		if !offices.IsValid(off) {
+			return fmt.Errorf("%w: unknown office %q", ErrInvalidInput, off)
+		}
+	case "partner_unit":
+		if input.PartnerUnitID == nil {
+			return fmt.Errorf("%w: recipient_partner_unit_id required when recipient_kind=partner_unit", ErrInvalidInput)
+		}
+	case "project":
+		if input.ProjectID == nil {
+			return fmt.Errorf("%w: recipient_project_id required when recipient_kind=project", ErrInvalidInput)
+		}
+	default:
+		return fmt.Errorf("%w: recipient_kind must be user|office|partner_unit|project, got %q", ErrInvalidInput, kind)
+	}
+	return nil
+}
+
+func nullableString(s string) any {
+	t := strings.TrimSpace(s)
+	if t == "" {
+		return nil
+	}
+	return t
+}
+
+// pqUniqueViolation reports whether the error is a Postgres
+// unique_violation (SQLSTATE 23505). lib/pq exposes it via the .Code()
+// method; sqlx surfaces it untouched. We sniff via the error string to
+// avoid pulling in lib/pq's Error type here.
+func pqUniqueViolation(err error) bool {
+	if err == nil {
+		return false
+	}
+	msg := err.Error()
+	return strings.Contains(msg, "23505") || strings.Contains(msg, "duplicate key")
+}

internal/services/checklist_share_service_test.go

@@ -0,0 +1,107 @@
+package services
+
+import (
+	"errors"
+	"strings"
+	"testing"
+
+	"github.com/google/uuid"
+)
+
+func TestValidateShareInput(t *testing.T) {
+	uid := uuid.New()
+	puID := uuid.New()
+	prID := uuid.New()
+
+	cases := []struct {
+		name    string
+		kind    string
+		input   ShareGrantInput
+		wantErr bool
+	}{
+		{"user happy", "user", ShareGrantInput{RecipientKind: "user", UserID: &uid}, false},
+		{"user missing id", "user", ShareGrantInput{RecipientKind: "user"}, true},
+		{"office happy", "office", ShareGrantInput{RecipientKind: "office", Office: "munich"}, false},
+		{"office unknown key", "office", ShareGrantInput{RecipientKind: "office", Office: "atlantis"}, true},
+		{"office empty", "office", ShareGrantInput{RecipientKind: "office"}, true},
+		{"partner_unit happy", "partner_unit", ShareGrantInput{RecipientKind: "partner_unit", PartnerUnitID: &puID}, false},
+		{"partner_unit missing id", "partner_unit", ShareGrantInput{RecipientKind: "partner_unit"}, true},
+		{"project happy", "project", ShareGrantInput{RecipientKind: "project", ProjectID: &prID}, false},
+		{"project missing id", "project", ShareGrantInput{RecipientKind: "project"}, true},
+		{"unknown kind", "bogus", ShareGrantInput{RecipientKind: "bogus"}, true},
+	}
+	for _, c := range cases {
+		err := validateShareInput(c.kind, c.input)
+		if c.wantErr && !errors.Is(err, ErrInvalidInput) {
+			t.Errorf("%s: expected ErrInvalidInput, got %v", c.name, err)
+		}
+		if !c.wantErr && err != nil {
+			t.Errorf("%s: unexpected error %v", c.name, err)
+		}
+	}
+}
+
+func TestPredicateIncludesAllShareBranches(t *testing.T) {
+	pred := checklistVisibilityPredicate("c", 1)
+	wants := []string{
+		"c.owner_id = $1",
+		"c.visibility IN ('firm', 'global')",
+		"u.global_role = 'global_admin'",
+		"s.recipient_kind = 'user'",
+		"s.recipient_kind = 'office'",
+		"s.recipient_kind = 'partner_unit'",
+		"s.recipient_kind = 'project'",
+		"paliad.checklist_shares",
+		"paliad.partner_unit_members",
+		"paliad.projects",
+		"paliad.project_teams",
+	}
+	for _, w := range wants {
+		if !strings.Contains(pred, w) {
+			t.Errorf("predicate missing %q in:\n%s", w, pred)
+		}
+	}
+}
+
+func TestPqUniqueViolationDetection(t *testing.T) {
+	cases := []struct {
+		err  string
+		want bool
+	}{
+		{"pq: duplicate key value violates unique constraint \"checklist_shares_user_uniq\"", true},
+		{"pq: 23505 something", true},
+		{"some other error", false},
+	}
+	for _, c := range cases {
+		got := pqUniqueViolation(errors.New(c.err))
+		if got != c.want {
+			t.Errorf("pqUniqueViolation(%q) = %v; want %v", c.err, got, c.want)
+		}
+	}
+	if pqUniqueViolation(nil) {
+		t.Error("nil err should not be a unique violation")
+	}
+}
+
+func TestNullableString(t *testing.T) {
+	if got := nullableString(""); got != nil {
+		t.Errorf("empty should map to nil, got %v", got)
+	}
+	if got := nullableString("  "); got != nil {
+		t.Errorf("whitespace should map to nil, got %v", got)
+	}
+	if got := nullableString("  munich  "); got != "munich" {
+		t.Errorf("expected trimmed 'munich', got %v", got)
+	}
+}
+
+func TestNormaliseSliceAVisibilityAcceptsShared(t *testing.T) {
+	for _, v := range []string{"private", "firm", "shared"} {
+		if _, err := normaliseSliceAVisibility(v); err != nil {
+			t.Errorf("Slice-B visibility %q rejected: %v", v, err)
+		}
+	}
+	if _, err := normaliseSliceAVisibility("global"); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("'global' should be rejected as author-set, got %v", err)
+	}
+}

internal/services/checklist_template_service.go

@@ -0,0 +1,586 @@
+package services
+
+import (
+	"context"
+	"crypto/rand"
+	"database/sql"
+	"encoding/hex"
+	"encoding/json"
+	"errors"
+	"fmt"
+	"regexp"
+	"strings"
+	"time"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+
+	"mgit.msbls.de/m/paliad/internal/checklists"
+	"mgit.msbls.de/m/paliad/internal/models"
+)
+
+// ChecklistTemplateService is the write surface for user-authored checklist
+// templates (paliad.checklists, mig 114). Create / Update / Delete on
+// owner-only paths; SetVisibility on private↔firm only (Slice A — Slice B
+// adds 'shared' grants, Slice C adds 'global' via admin promotion).
+type ChecklistTemplateService struct {
+	db      *sqlx.DB
+	catalog *ChecklistCatalogService
+	audit   *SystemAuditLogService
+	users   *UserService
+}
+
+func NewChecklistTemplateService(db *sqlx.DB, catalog *ChecklistCatalogService, audit *SystemAuditLogService, users *UserService) *ChecklistTemplateService {
+	return &ChecklistTemplateService{db: db, catalog: catalog, audit: audit, users: users}
+}
+
+// CreateTemplateInput is the POST body for authoring a new template.
+//
+// Body carries the groups[] / items[] sub-tree as JSONB; the surrounding
+// metadata (title, regime, etc.) lives on dedicated columns. The
+// handler validates the body shape upstream.
+type CreateTemplateInput struct {
+	Title       string          `json:"title"`
+	Description string          `json:"description"`
+	Regime      string          `json:"regime"`
+	Court       string          `json:"court"`
+	Reference   string          `json:"reference"`
+	Deadline    string          `json:"deadline"`
+	Lang        string          `json:"lang"`
+	Body        json.RawMessage `json:"body"`
+	Visibility  string          `json:"visibility"`
+}
+
+// UpdateTemplateInput patches the owner-editable fields. Any field left
+// nil is unchanged.
+type UpdateTemplateInput struct {
+	Title       *string          `json:"title,omitempty"`
+	Description *string          `json:"description,omitempty"`
+	Regime      *string          `json:"regime,omitempty"`
+	Court       *string          `json:"court,omitempty"`
+	Reference   *string          `json:"reference,omitempty"`
+	Deadline    *string          `json:"deadline,omitempty"`
+	Body        *json.RawMessage `json:"body,omitempty"`
+}
+
+var (
+	validRegimes      = map[string]bool{"UPC": true, "DE": true, "EPA": true, "OTHER": true}
+	validLangs        = map[string]bool{"de": true, "en": true}
+	// Author-settable visibilities. 'shared' is implicit (set
+	// automatically when the first checklist_shares row exists); 'global'
+	// is admin-only via ChecklistPromotionService.
+	validVisibilities = map[string]bool{"private": true, "firm": true, "shared": true}
+	titleMaxLen       = 200
+	descriptionMaxLen = 2000
+	freeTextMaxLen    = 200
+	slugSafeChars     = regexp.MustCompile(`[^a-z0-9-]+`)
+)
+
+// Create inserts a new authored template owned by userID. Returns the
+// created row; emits a `checklist.authored` audit event.
+func (s *ChecklistTemplateService) Create(ctx context.Context, userID uuid.UUID, input CreateTemplateInput) (*models.Checklist, error) {
+	title, err := requireNonEmptyTrimmed(input.Title, "title", titleMaxLen)
+	if err != nil {
+		return nil, err
+	}
+	regime, err := normaliseRegime(input.Regime)
+	if err != nil {
+		return nil, err
+	}
+	lang, err := normaliseLang(input.Lang)
+	if err != nil {
+		return nil, err
+	}
+	visibility, err := normaliseSliceAVisibility(input.Visibility)
+	if err != nil {
+		return nil, err
+	}
+	if err := validateBodyShape(input.Body); err != nil {
+		return nil, err
+	}
+
+	slug, err := s.generateSlug(ctx, title)
+	if err != nil {
+		return nil, err
+	}
+
+	now := time.Now().UTC()
+	id := uuid.New()
+
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return nil, fmt.Errorf("begin create tx: %w", err)
+	}
+	defer tx.Rollback()
+
+	_, err = tx.ExecContext(ctx,
+		`INSERT INTO paliad.checklists
+		   (id, slug, owner_id, title, description, regime, court, reference,
+		    deadline, lang, body, visibility, created_at, updated_at)
+		 VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11::jsonb, $12, $13, $13)`,
+		id, slug, userID, title,
+		clampFreeText(input.Description, descriptionMaxLen),
+		regime,
+		clampFreeText(input.Court, freeTextMaxLen),
+		clampFreeText(input.Reference, freeTextMaxLen),
+		clampFreeText(input.Deadline, freeTextMaxLen),
+		lang,
+		string(input.Body),
+		visibility,
+		now,
+	)
+	if err != nil {
+		return nil, fmt.Errorf("insert checklist: %w", err)
+	}
+
+	actorEmail, _ := s.actorEmail(ctx, userID)
+	if err := s.audit.WriteChecklistEvent(ctx, tx, ChecklistAuditEvent{
+		EventType: "checklist.authored",
+		ActorID:   userID,
+		ActorEmail: actorEmail,
+		Metadata: map[string]any{
+			"checklist_id": id,
+			"slug":         slug,
+			"visibility":   visibility,
+		},
+	}); err != nil {
+		return nil, err
+	}
+
+	if err := tx.Commit(); err != nil {
+		return nil, fmt.Errorf("commit create checklist: %w", err)
+	}
+	return s.GetBySlug(ctx, userID, slug)
+}
+
+// Update mutates an authored template. Owner-only; non-owner attempts
+// return ErrForbidden. Emits `checklist.edited` with the names of the
+// changed fields in metadata.changed_fields[].
+func (s *ChecklistTemplateService) Update(ctx context.Context, userID uuid.UUID, slug string, input UpdateTemplateInput) (*models.Checklist, error) {
+	row, err := s.requireOwnerOrAdmin(ctx, userID, slug)
+	if err != nil {
+		return nil, err
+	}
+
+	sets := []string{}
+	args := []any{}
+	next := 1
+	changed := []string{}
+	appendSet := func(col string, val any) {
+		sets = append(sets, fmt.Sprintf("%s = $%d", col, next))
+		args = append(args, val)
+		next++
+	}
+
+	if input.Title != nil {
+		t, err := requireNonEmptyTrimmed(*input.Title, "title", titleMaxLen)
+		if err != nil {
+			return nil, err
+		}
+		appendSet("title", t)
+		changed = append(changed, "title")
+	}
+	if input.Description != nil {
+		appendSet("description", clampFreeText(*input.Description, descriptionMaxLen))
+		changed = append(changed, "description")
+	}
+	if input.Regime != nil {
+		r, err := normaliseRegime(*input.Regime)
+		if err != nil {
+			return nil, err
+		}
+		appendSet("regime", r)
+		changed = append(changed, "regime")
+	}
+	if input.Court != nil {
+		appendSet("court", clampFreeText(*input.Court, freeTextMaxLen))
+		changed = append(changed, "court")
+	}
+	if input.Reference != nil {
+		appendSet("reference", clampFreeText(*input.Reference, freeTextMaxLen))
+		changed = append(changed, "reference")
+	}
+	if input.Deadline != nil {
+		appendSet("deadline", clampFreeText(*input.Deadline, freeTextMaxLen))
+		changed = append(changed, "deadline")
+	}
+	if input.Body != nil {
+		if err := validateBodyShape(*input.Body); err != nil {
+			return nil, err
+		}
+		sets = append(sets, fmt.Sprintf("body = $%d::jsonb", next))
+		args = append(args, string(*input.Body))
+		next++
+		changed = append(changed, "body")
+	}
+
+	if len(sets) == 0 {
+		return row, nil
+	}
+
+	// Version bump (Slice C). Title and body are the meaningful edits
+	// that warrant a "your snapshot is outdated" badge on existing
+	// instances. Pure metadata tweaks (description / court / reference
+	// / deadline) update updated_at but don't bump version — we don't
+	// want every typo correction to nag users with an outdated badge.
+	versionBumped := false
+	for _, f := range changed {
+		if f == "title" || f == "body" {
+			versionBumped = true
+			break
+		}
+	}
+	if versionBumped {
+		sets = append(sets, "version = version + 1")
+	}
+
+	appendSet("updated_at", time.Now().UTC())
+	args = append(args, row.ID)
+
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return nil, fmt.Errorf("begin update tx: %w", err)
+	}
+	defer tx.Rollback()
+
+	q := fmt.Sprintf(`UPDATE paliad.checklists SET %s WHERE id = $%d`,
+		strings.Join(sets, ", "), next)
+	if _, err := tx.ExecContext(ctx, q, args...); err != nil {
+		return nil, fmt.Errorf("update checklist: %w", err)
+	}
+
+	actorEmail, _ := s.actorEmail(ctx, userID)
+	if err := s.audit.WriteChecklistEvent(ctx, tx, ChecklistAuditEvent{
+		EventType: "checklist.edited",
+		ActorID:   userID,
+		ActorEmail: actorEmail,
+		Metadata: map[string]any{
+			"checklist_id":   row.ID,
+			"slug":           slug,
+			"changed_fields": changed,
+		},
+	}); err != nil {
+		return nil, err
+	}
+
+	// Slice C — emit a separate 'checklist.versioned' event when the
+	// edit actually bumped the version. Dashboards / future popularity
+	// sort can read this without parsing changed_fields[].
+	if versionBumped {
+		if err := s.audit.WriteChecklistEvent(ctx, tx, ChecklistAuditEvent{
+			EventType:  "checklist.versioned",
+			ActorID:    userID,
+			ActorEmail: actorEmail,
+			Metadata: map[string]any{
+				"checklist_id":  row.ID,
+				"slug":          slug,
+				"prior_version": row.Version,
+				"new_version":   row.Version + 1,
+			},
+		}); err != nil {
+			return nil, err
+		}
+	}
+
+	if err := tx.Commit(); err != nil {
+		return nil, fmt.Errorf("commit update checklist: %w", err)
+	}
+	return s.GetBySlug(ctx, userID, slug)
+}
+
+// SetVisibility flips the visibility level. Slice A allows only the
+// private ↔ firm transitions; Slice B opens 'shared' (requires share
+// grants); Slice C opens 'global' via the admin promotion service.
+func (s *ChecklistTemplateService) SetVisibility(ctx context.Context, userID uuid.UUID, slug string, visibility string) (*models.Checklist, error) {
+	row, err := s.requireOwnerOrAdmin(ctx, userID, slug)
+	if err != nil {
+		return nil, err
+	}
+	target, err := normaliseSliceAVisibility(visibility)
+	if err != nil {
+		return nil, err
+	}
+	if row.Visibility == target {
+		return row, nil
+	}
+
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return nil, fmt.Errorf("begin visibility tx: %w", err)
+	}
+	defer tx.Rollback()
+
+	if _, err := tx.ExecContext(ctx,
+		`UPDATE paliad.checklists
+		    SET visibility = $2, updated_at = now()
+		  WHERE id = $1`, row.ID, target); err != nil {
+		return nil, fmt.Errorf("update visibility: %w", err)
+	}
+
+	actorEmail, _ := s.actorEmail(ctx, userID)
+	if err := s.audit.WriteChecklistEvent(ctx, tx, ChecklistAuditEvent{
+		EventType: "checklist.visibility_changed",
+		ActorID:   userID,
+		ActorEmail: actorEmail,
+		Metadata: map[string]any{
+			"checklist_id": row.ID,
+			"slug":         slug,
+			"from":         row.Visibility,
+			"to":           target,
+		},
+	}); err != nil {
+		return nil, err
+	}
+	if err := tx.Commit(); err != nil {
+		return nil, fmt.Errorf("commit visibility: %w", err)
+	}
+	return s.GetBySlug(ctx, userID, slug)
+}
+
+// Delete removes the authored template. Existing instances survive via
+// template_snapshot; new instance creation against this slug fails.
+func (s *ChecklistTemplateService) Delete(ctx context.Context, userID uuid.UUID, slug string) error {
+	row, err := s.requireOwnerOrAdmin(ctx, userID, slug)
+	if err != nil {
+		return err
+	}
+
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return fmt.Errorf("begin delete tx: %w", err)
+	}
+	defer tx.Rollback()
+
+	if _, err := tx.ExecContext(ctx,
+		`DELETE FROM paliad.checklists WHERE id = $1`, row.ID); err != nil {
+		return fmt.Errorf("delete checklist: %w", err)
+	}
+
+	actorEmail, _ := s.actorEmail(ctx, userID)
+	if err := s.audit.WriteChecklistEvent(ctx, tx, ChecklistAuditEvent{
+		EventType: "checklist.deleted",
+		ActorID:   userID,
+		ActorEmail: actorEmail,
+		Metadata: map[string]any{
+			"checklist_id":    row.ID,
+			"slug":            slug,
+			"was_visibility":  row.Visibility,
+		},
+	}); err != nil {
+		return err
+	}
+	return tx.Commit()
+}
+
+// ListOwnedBy returns every authored template owned by the caller. Used
+// by the 'Meine Vorlagen' tab on /checklists.
+func (s *ChecklistTemplateService) ListOwnedBy(ctx context.Context, userID uuid.UUID) ([]models.Checklist, error) {
+	rows := []models.Checklist{}
+	if err := s.db.SelectContext(ctx, &rows,
+		`SELECT id, slug, owner_id, title, description, regime, court, reference,
+		        deadline, lang, body, visibility, promoted_at, promoted_by,
+		        version, created_at, updated_at
+		   FROM paliad.checklists
+		  WHERE owner_id = $1
+		  ORDER BY updated_at DESC`, userID); err != nil {
+		return nil, fmt.Errorf("list owned checklists: %w", err)
+	}
+	return rows, nil
+}
+
+// GetBySlug returns one authored template by slug; applies visibility.
+func (s *ChecklistTemplateService) GetBySlug(ctx context.Context, userID uuid.UUID, slug string) (*models.Checklist, error) {
+	var row models.Checklist
+	q := `SELECT id, slug, owner_id, title, description, regime, court, reference,
+	             deadline, lang, body, visibility, promoted_at, promoted_by,
+	             version, created_at, updated_at
+	        FROM paliad.checklists
+	       WHERE slug = $2
+	         AND ` + checklistVisibilityPredicate("paliad.checklists", 1)
+	err := s.db.GetContext(ctx, &row, q, userID, slug)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil, ErrNotVisible
+	}
+	if err != nil {
+		return nil, fmt.Errorf("fetch checklist: %w", err)
+	}
+	return &row, nil
+}
+
+// --- internals ------------------------------------------------------------
+
+// requireOwnerOrAdmin fetches the row and returns it iff caller is owner
+// or global_admin. Other callers get ErrForbidden (template visible to
+// many users, only some can mutate).
+func (s *ChecklistTemplateService) requireOwnerOrAdmin(ctx context.Context, userID uuid.UUID, slug string) (*models.Checklist, error) {
+	row, err := s.GetBySlug(ctx, userID, slug)
+	if err != nil {
+		return nil, err
+	}
+	if row.OwnerID == userID {
+		return row, nil
+	}
+	user, err := s.users.GetByID(ctx, userID)
+	if err != nil {
+		return nil, err
+	}
+	if user != nil && user.GlobalRole == "global_admin" {
+		return row, nil
+	}
+	return nil, fmt.Errorf("%w: only the owner or a global_admin can modify this checklist", ErrForbidden)
+}
+
+func (s *ChecklistTemplateService) actorEmail(ctx context.Context, userID uuid.UUID) (string, error) {
+	u, err := s.users.GetByID(ctx, userID)
+	if err != nil || u == nil {
+		return "", err
+	}
+	return u.Email, nil
+}
+
+// generateSlug builds a 'u-<title-slug>-<6hex>' slug. Three retries on
+// collision (against authored table + static catalog). After three
+// failures we fall back to a pure-random suffix so the create path
+// never wedges.
+func (s *ChecklistTemplateService) generateSlug(ctx context.Context, title string) (string, error) {
+	base := slugifyTitle(title)
+	if base == "" {
+		base = "checklist"
+	}
+	for attempt := 0; attempt < 3; attempt++ {
+		suffix, err := randomHex(3)
+		if err != nil {
+			return "", err
+		}
+		slug := "u-" + base + "-" + suffix
+		if len(slug) > 64 {
+			slug = slug[:64]
+		}
+		taken, err := s.slugTaken(ctx, slug)
+		if err != nil {
+			return "", err
+		}
+		if !taken {
+			return slug, nil
+		}
+	}
+	suffix, err := randomHex(6)
+	if err != nil {
+		return "", err
+	}
+	return "u-" + suffix, nil
+}
+
+func (s *ChecklistTemplateService) slugTaken(ctx context.Context, slug string) (bool, error) {
+	if s.catalog.IsStaticSlug(slug) {
+		return true, nil
+	}
+	var n int
+	if err := s.db.GetContext(ctx, &n,
+		`SELECT count(*) FROM paliad.checklists WHERE slug = $1`, slug); err != nil {
+		return false, fmt.Errorf("slug taken check: %w", err)
+	}
+	return n > 0, nil
+}
+
+// --- pure helpers ---------------------------------------------------------
+
+func slugifyTitle(title string) string {
+	s := strings.ToLower(strings.TrimSpace(title))
+	s = strings.ReplaceAll(s, "ä", "ae")
+	s = strings.ReplaceAll(s, "ö", "oe")
+	s = strings.ReplaceAll(s, "ü", "ue")
+	s = strings.ReplaceAll(s, "ß", "ss")
+	s = slugSafeChars.ReplaceAllString(s, "-")
+	s = strings.Trim(s, "-")
+	if len(s) > 40 {
+		s = s[:40]
+	}
+	return strings.Trim(s, "-")
+}
+
+func randomHex(n int) (string, error) {
+	b := make([]byte, n)
+	if _, err := rand.Read(b); err != nil {
+		return "", fmt.Errorf("rand: %w", err)
+	}
+	return hex.EncodeToString(b), nil
+}
+
+func requireNonEmptyTrimmed(v, field string, max int) (string, error) {
+	t := strings.TrimSpace(v)
+	if t == "" {
+		return "", fmt.Errorf("%w: %s is required", ErrInvalidInput, field)
+	}
+	if len(t) > max {
+		return "", fmt.Errorf("%w: %s exceeds %d characters", ErrInvalidInput, field, max)
+	}
+	return t, nil
+}
+
+func clampFreeText(v string, max int) string {
+	v = strings.TrimSpace(v)
+	if len(v) > max {
+		v = v[:max]
+	}
+	return v
+}
+
+func normaliseRegime(v string) (string, error) {
+	r := strings.ToUpper(strings.TrimSpace(v))
+	if r == "" {
+		r = "OTHER"
+	}
+	if !validRegimes[r] {
+		return "", fmt.Errorf("%w: regime must be UPC | DE | EPA | OTHER, got %q", ErrInvalidInput, v)
+	}
+	return r, nil
+}
+
+func normaliseLang(v string) (string, error) {
+	l := strings.ToLower(strings.TrimSpace(v))
+	if l == "" {
+		l = "de"
+	}
+	if !validLangs[l] {
+		return "", fmt.Errorf("%w: lang must be de | en, got %q", ErrInvalidInput, v)
+	}
+	return l, nil
+}
+
+func normaliseSliceAVisibility(v string) (string, error) {
+	x := strings.ToLower(strings.TrimSpace(v))
+	if x == "" {
+		x = "private"
+	}
+	if !validVisibilities[x] {
+		return "", fmt.Errorf("%w: visibility must be private | firm | shared, got %q (global is admin-only)", ErrInvalidInput, v)
+	}
+	return x, nil
+}
+
+// validateBodyShape enforces { "groups": [...] } with at least one
+// non-empty group and at least one non-empty item somewhere. Authored
+// templates aren't useful without content.
+func validateBodyShape(body json.RawMessage) error {
+	if len(body) == 0 {
+		return fmt.Errorf("%w: body is required", ErrInvalidInput)
+	}
+	var shape struct {
+		Groups []checklists.Group `json:"groups"`
+	}
+	if err := json.Unmarshal(body, &shape); err != nil {
+		return fmt.Errorf("%w: body must be {\"groups\":[...]} (%v)", ErrInvalidInput, err)
+	}
+	if len(shape.Groups) == 0 {
+		return fmt.Errorf("%w: body must contain at least one group", ErrInvalidInput)
+	}
+	totalItems := 0
+	for _, g := range shape.Groups {
+		totalItems += len(g.Items)
+	}
+	if totalItems == 0 {
+		return fmt.Errorf("%w: body must contain at least one item", ErrInvalidInput)
+	}
+	return nil
+}

internal/services/checklist_template_service_test.go

@@ -0,0 +1,129 @@
+package services
+
+import (
+	"encoding/json"
+	"errors"
+	"strings"
+	"testing"
+)
+
+func TestSlugifyTitle(t *testing.T) {
+	cases := []struct{ in, want string }{
+		{"UPC Klageschrift Strategie", "upc-klageschrift-strategie"},
+		{"Hülle für Münch (München!)", "huelle-fuer-muench-muenchen"},
+		{"   ", ""},
+		{"&&&", ""},
+		{"A really really really really long title that ought to be clamped to forty chars max", "a-really-really-really-really-long-title"},
+		{"Straße ABC", "strasse-abc"},
+		{"---leading-and-trailing---", "leading-and-trailing"},
+	}
+	for _, c := range cases {
+		got := slugifyTitle(c.in)
+		if got != c.want {
+			t.Errorf("slugifyTitle(%q) = %q; want %q", c.in, got, c.want)
+		}
+	}
+}
+
+func TestNormaliseRegime(t *testing.T) {
+	for _, valid := range []string{"upc", "DE", "  epa  ", "Other", ""} {
+		if _, err := normaliseRegime(valid); err != nil {
+			t.Errorf("normaliseRegime(%q) errored unexpectedly: %v", valid, err)
+		}
+	}
+	if _, err := normaliseRegime("bogus"); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("normaliseRegime(bogus) expected ErrInvalidInput, got %v", err)
+	}
+}
+
+func TestNormaliseLang(t *testing.T) {
+	for _, valid := range []string{"de", "EN", "  ", ""} {
+		if _, err := normaliseLang(valid); err != nil {
+			t.Errorf("normaliseLang(%q) errored: %v", valid, err)
+		}
+	}
+	if _, err := normaliseLang("fr"); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("normaliseLang(fr) expected ErrInvalidInput, got %v", err)
+	}
+}
+
+func TestNormaliseSliceAVisibility(t *testing.T) {
+	// Slice B opened up 'shared' as a valid author-set visibility
+	// (alongside 'private' and 'firm'). 'global' stays admin-only via
+	// ChecklistPromotionService.
+	for _, valid := range []string{"private", "firm", "shared", "  ", ""} {
+		if _, err := normaliseSliceAVisibility(valid); err != nil {
+			t.Errorf("visibility(%q) errored: %v", valid, err)
+		}
+	}
+	for _, bad := range []string{"global", "public"} {
+		if _, err := normaliseSliceAVisibility(bad); !errors.Is(err, ErrInvalidInput) {
+			t.Errorf("visibility(%q) expected ErrInvalidInput, got %v", bad, err)
+		}
+	}
+}
+
+func TestRequireNonEmptyTrimmed(t *testing.T) {
+	if _, err := requireNonEmptyTrimmed("  ", "title", 200); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("empty title should be rejected, got %v", err)
+	}
+	if got, err := requireNonEmptyTrimmed("  hello  ", "title", 200); err != nil || got != "hello" {
+		t.Errorf("expected 'hello', got %q (err=%v)", got, err)
+	}
+	if _, err := requireNonEmptyTrimmed(strings.Repeat("x", 201), "title", 200); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("over-length title should be rejected, got %v", err)
+	}
+}
+
+func TestValidateBodyShape(t *testing.T) {
+	// Happy path: at least one group, at least one item.
+	ok := json.RawMessage(`{"groups":[{"titleDE":"G1","titleEN":"G1","items":[{"labelDE":"X","labelEN":"X"}]}]}`)
+	if err := validateBodyShape(ok); err != nil {
+		t.Errorf("valid body rejected: %v", err)
+	}
+	// Empty groups.
+	if err := validateBodyShape(json.RawMessage(`{"groups":[]}`)); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("empty groups expected ErrInvalidInput, got %v", err)
+	}
+	// Group with no items.
+	if err := validateBodyShape(json.RawMessage(`{"groups":[{"titleDE":"G","titleEN":"G","items":[]}]}`)); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("empty items expected ErrInvalidInput, got %v", err)
+	}
+	// Missing field.
+	if err := validateBodyShape(json.RawMessage(nil)); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("nil body expected ErrInvalidInput, got %v", err)
+	}
+	// Malformed JSON.
+	if err := validateBodyShape(json.RawMessage(`{not json`)); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("malformed body expected ErrInvalidInput, got %v", err)
+	}
+}
+
+func TestChecklistCatalogIsStaticSlug(t *testing.T) {
+	// nil DB is fine — we never touch it in this test.
+	cat := NewChecklistCatalogService(nil)
+	if !cat.IsStaticSlug("upc-statement-of-claim") {
+		t.Error("expected static slug to be detected")
+	}
+	if cat.IsStaticSlug("u-some-authored-slug") {
+		t.Error("unexpected static-slug match for authored slug")
+	}
+}
+
+func TestChecklistVisibilityPredicate(t *testing.T) {
+	got := checklistVisibilityPredicate("c", 1)
+	for _, want := range []string{"c.owner_id = $1", "c.visibility IN ('firm', 'global')", "u.global_role = 'global_admin'"} {
+		if !strings.Contains(got, want) {
+			t.Errorf("predicate missing %q in: %s", want, got)
+		}
+	}
+}
+
+func TestClampFreeText(t *testing.T) {
+	if got := clampFreeText("  hello  ", 200); got != "hello" {
+		t.Errorf("expected trimmed 'hello', got %q", got)
+	}
+	if got := clampFreeText(strings.Repeat("x", 250), 200); len(got) != 200 {
+		t.Errorf("expected clamp to 200, got len=%d", len(got))
+	}
+}

internal/services/dashboard_layout_service.go

@@ -22,7 +22,8 @@ import (
 
 // DashboardLayoutService manages paliad.user_dashboard_layouts.
 type DashboardLayoutService struct {
-	db *sqlx.DB
+	db          *sqlx.DB
+	firmDefault *FirmDashboardDefaultService
 }
 
 // NewDashboardLayoutService wires the service.
@@ -30,6 +31,29 @@ func NewDashboardLayoutService(db *sqlx.DB) *DashboardLayoutService {
 	return &DashboardLayoutService{db: db}
 }
 
+// SetFirmDefaultService wires the firm-wide default source (Slice C).
+// When set and non-empty, GetOrSeed/ResetToDefault prefer it over the
+// code-resident FactoryDefaultLayout. nil-safe — when unwired or when
+// the table is empty, behavior falls back to the code-resident default.
+func (s *DashboardLayoutService) SetFirmDefaultService(f *FirmDashboardDefaultService) {
+	s.firmDefault = f
+}
+
+// defaultLayout returns the firm-wide default if one is set, else the
+// code-resident FactoryDefaultLayout. Used by the seed and reset paths.
+// On any error reading the firm row, falls back to the factory default
+// so a transient DB blip can't strand a user without a dashboard.
+func (s *DashboardLayoutService) defaultLayout(ctx context.Context) DashboardLayoutSpec {
+	if s.firmDefault == nil {
+		return FactoryDefaultLayout()
+	}
+	spec, ok, err := s.firmDefault.Get(ctx)
+	if err != nil || !ok {
+		return FactoryDefaultLayout()
+	}
+	return spec
+}
+
 // GetOrSeed returns the caller's saved layout. On first call for a user
 // (no row), it inserts and returns the factory default. The seed is
 // idempotent — concurrent first-loads converge to the same row via the
@@ -73,9 +97,14 @@ func (s *DashboardLayoutService) Update(ctx context.Context, userID uuid.UUID, s
 	return out, nil
 }
 
-// ResetToDefault overwrites the user's layout with the factory default.
+// ResetToDefault overwrites the user's layout with the firm-wide default
+// when one is set, otherwise with the code-resident factory default
+// (Slice C). The single user-facing "Auf Standard zurücksetzen" link
+// always lands the user on whatever the firm considers default at the
+// time of the click — admins can update it later and users get the new
+// default on their next reset.
 func (s *DashboardLayoutService) ResetToDefault(ctx context.Context, userID uuid.UUID) (DashboardLayoutSpec, error) {
-	def := FactoryDefaultLayout()
+	def := s.defaultLayout(ctx)
 	if err := s.upsert(ctx, userID, def); err != nil {
 		return DashboardLayoutSpec{}, err
 	}
@@ -106,11 +135,14 @@ func (s *DashboardLayoutService) fetch(ctx context.Context, userID uuid.UUID) (D
 	return spec, true, nil
 }
 
-// seedFactoryDefault inserts the factory layout for a brand-new user.
-// ON CONFLICT DO NOTHING handles the race where two concurrent first
-// loads both miss the SELECT and both try to insert.
+// seedFactoryDefault inserts the firm-wide default (if set) or the
+// code-resident factory layout for a brand-new user. ON CONFLICT DO
+// NOTHING handles the race where two concurrent first loads both miss
+// the SELECT and both try to insert. Function name kept as "Factory"
+// even though it may now seed the firm default — renaming the call site
+// would churn one file for no callsite benefit.
 func (s *DashboardLayoutService) seedFactoryDefault(ctx context.Context, userID uuid.UUID) (DashboardLayoutSpec, error) {
-	def := FactoryDefaultLayout()
+	def := s.defaultLayout(ctx)
 	bytes, err := json.Marshal(def)
 	if err != nil {
 		return DashboardLayoutSpec{}, fmt.Errorf("seed dashboard layout marshal: %w", err)

internal/services/dashboard_layout_spec.go

@@ -30,12 +30,35 @@ const LayoutSpecVersion = 1
 // blobs.
 const LayoutWidgetCap = 32
 
+// DashboardGridColumns is the column count of the dashboard layout grid. The CSS
+// `.dashboard-grid` template is `repeat(DashboardGridColumns, 1fr)` and the
+// validator caps X+W ≤ DashboardGridColumns. Twelve is the industry-standard
+// dashboard grain — supports halves, thirds, quarters, sixths.
+const DashboardGridColumns = 12
+
+// MaxGridRowSpan caps how tall a single widget can grow. Five vertical
+// cells is enough for a fully-expanded calendar without letting a
+// runaway resize fill the entire viewport.
+const MaxGridRowSpan = 5
+
 // DashboardWidgetRef is a single widget entry in the ordered widgets[] array.
 // Visible=false entries are kept in the array so the picker can show them as
 // "hidden" and re-adding restores their position.
+//
+// Position fields (X/Y/W/H) carry the widget's slot in the 12-column grid.
+// X is 0-indexed column-start (0..DashboardGridColumns-1); Y is 0-indexed row-start.
+// W is column span (1..DashboardGridColumns); H is row span (1..MaxGridRowSpan).
+// When W=0 the widget is treated as full-width (W=DashboardGridColumns); H=0
+// means H=1. This keeps pre-overhaul layouts (no positions on the wire)
+// rendering sensibly under the new grid — they get auto-placed full-
+// width in array order.
 type DashboardWidgetRef struct {
 	Key      WidgetKey       `json:"key"`
 	Visible  bool            `json:"visible"`
+	X        int             `json:"x,omitempty"`
+	Y        int             `json:"y,omitempty"`
+	W        int             `json:"w,omitempty"`
+	H        int             `json:"h,omitempty"`
 	Settings json.RawMessage `json:"settings,omitempty"`
 }
 
@@ -46,10 +69,12 @@ type DashboardLayoutSpec struct {
 }
 
 // FactoryDefaultLayout returns the Slice A1 baseline layout — every
-// widget in KnownWidgetKeys, visible, in canonical order, with per-widget
-// default settings drawn from the catalog. A user with no row sees this
-// on first load and is byte-identical to today's dashboard plus the new
-// inbox-approvals widget.
+// widget in KnownWidgetKeys, in canonical order, with per-widget default
+// settings + grid positions drawn from the catalog. Visible widgets get
+// placed row-by-row using a greedy left-to-right packer (next widget
+// goes into the leftmost slot wide enough on the current row, else
+// wraps to a new row). Hidden widgets carry default sizes but no
+// position — they get one when re-added via the picker.
 func FactoryDefaultLayout() DashboardLayoutSpec {
 	catalog := WidgetCatalog()
 	byKey := make(map[WidgetKey]WidgetDef, len(catalog))
@@ -58,6 +83,13 @@ func FactoryDefaultLayout() DashboardLayoutSpec {
 	}
 
 	widgets := make([]DashboardWidgetRef, 0, len(KnownWidgetKeys))
+	// Greedy packer: place each visible widget left-to-right on the
+	// current row. When the widget doesn't fit, wrap to a new row at y
+	// = max-row-height-so-far. rowMaxH tracks the tallest widget in the
+	// row currently being filled — wrapping by only the new widget's
+	// height would let taller previous neighbours overlap. cursorX is
+	// the next free column on the current row.
+	cursorX, cursorY, rowMaxH := 0, 0, 0
 	for _, k := range KnownWidgetKeys {
 		def, ok := byKey[k]
 		if !ok {
@@ -67,6 +99,29 @@ func FactoryDefaultLayout() DashboardLayoutSpec {
 		if settings := defaultSettingsJSON(def); settings != nil {
 			ref.Settings = settings
 		}
+		w := def.DefaultW
+		if w <= 0 || w > DashboardGridColumns {
+			w = DashboardGridColumns
+		}
+		h := def.DefaultH
+		if h <= 0 {
+			h = 1
+		}
+		ref.W = w
+		ref.H = h
+		if def.DefaultVisible {
+			if cursorX+w > DashboardGridColumns {
+				cursorY += rowMaxH
+				cursorX = 0
+				rowMaxH = 0
+			}
+			ref.X = cursorX
+			ref.Y = cursorY
+			cursorX += w
+			if h > rowMaxH {
+				rowMaxH = h
+			}
+		}
 		widgets = append(widgets, ref)
 	}
 
@@ -129,6 +184,43 @@ func (s DashboardLayoutSpec) Validate() error {
 		if err := def.Settings.Validate(w.Settings); err != nil {
 			return fmt.Errorf("widgets[%d]: %w", i, err)
 		}
+		if err := validatePosition(i, w, def); err != nil {
+			return err
+		}
+	}
+	return nil
+}
+
+// validatePosition checks grid X/Y/W/H against schema clamps. Zero
+// values are accepted (auto-flow + default size); non-zero values must
+// fit the 12-column grid and the widget's MinW/MaxW/MinH/MaxH clamps.
+func validatePosition(i int, w DashboardWidgetRef, def WidgetDef) error {
+	if w.X < 0 || w.X >= DashboardGridColumns {
+		return fmt.Errorf("%w: widgets[%d].x %d outside [0,%d)", ErrInvalidInput, i, w.X, DashboardGridColumns)
+	}
+	if w.Y < 0 {
+		return fmt.Errorf("%w: widgets[%d].y %d must be >= 0", ErrInvalidInput, i, w.Y)
+	}
+	if w.W < 0 || w.W > DashboardGridColumns {
+		return fmt.Errorf("%w: widgets[%d].w %d outside [0,%d]", ErrInvalidInput, i, w.W, DashboardGridColumns)
+	}
+	if w.W > 0 && w.X+w.W > DashboardGridColumns {
+		return fmt.Errorf("%w: widgets[%d] x+w (%d) overflows grid (%d)", ErrInvalidInput, i, w.X+w.W, DashboardGridColumns)
+	}
+	if w.H < 0 || w.H > MaxGridRowSpan {
+		return fmt.Errorf("%w: widgets[%d].h %d outside [0,%d]", ErrInvalidInput, i, w.H, MaxGridRowSpan)
+	}
+	if def.MinW > 0 && w.W > 0 && w.W < def.MinW {
+		return fmt.Errorf("%w: widgets[%d].w %d below MinW=%d", ErrInvalidInput, i, w.W, def.MinW)
+	}
+	if def.MaxW > 0 && w.W > def.MaxW {
+		return fmt.Errorf("%w: widgets[%d].w %d above MaxW=%d", ErrInvalidInput, i, w.W, def.MaxW)
+	}
+	if def.MinH > 0 && w.H > 0 && w.H < def.MinH {
+		return fmt.Errorf("%w: widgets[%d].h %d below MinH=%d", ErrInvalidInput, i, w.H, def.MinH)
+	}
+	if def.MaxH > 0 && w.H > def.MaxH {
+		return fmt.Errorf("%w: widgets[%d].h %d above MaxH=%d", ErrInvalidInput, i, w.H, def.MaxH)
 	}
 	return nil
 }

internal/services/dashboard_layout_spec_test.go

@@ -22,8 +22,18 @@ func TestFactoryDefaultLayout_AllKnownWidgetsPresent(t *testing.T) {
 		if def.Widgets[i].Key != k {
 			t.Errorf("widgets[%d].Key = %q; want %q", i, def.Widgets[i].Key, k)
 		}
-		if !def.Widgets[i].Visible {
-			t.Errorf("widgets[%d].Visible = false; factory default should be all-visible", i)
+		// Slice C: some catalog entries default-hidden (pinned-projects,
+		// quick-actions) — opt-in via the picker. Factory visibility
+		// must match the catalog declaration so a user can re-enable a
+		// widget without going through the picker every time.
+		catalogDef, ok := LookupWidgetDef(k)
+		if !ok {
+			t.Errorf("widgets[%d] %q has no catalog def", i, k)
+			continue
+		}
+		if def.Widgets[i].Visible != catalogDef.DefaultVisible {
+			t.Errorf("widgets[%d] %q: factory Visible=%v; catalog DefaultVisible=%v",
+				i, k, def.Widgets[i].Visible, catalogDef.DefaultVisible)
 		}
 	}
 }
@@ -101,9 +111,12 @@ func TestDashboardLayoutSpec_Validate_DuplicateKey(t *testing.T) {
 }
 
 func TestDashboardLayoutSpec_Validate_BadSettings(t *testing.T) {
-	// count not in CountOptions for upcoming-deadlines (legal: 1,3,5,10,20)
+	// count over CountMax=50 for upcoming-deadlines must be rejected.
+	// (Values inside [1,CountMax] are accepted free-form per the gear
+	// pane's numeric input; values inside CountOptions are the curated
+	// presets. 100 is outside both.)
 	s := DashboardLayoutSpec{Version: 1, Widgets: []DashboardWidgetRef{
-		{Key: WidgetUpcomingDeadlines, Visible: true, Settings: json.RawMessage(`{"count": 7}`)},
+		{Key: WidgetUpcomingDeadlines, Visible: true, Settings: json.RawMessage(`{"count": 100}`)},
 	}}
 	err := s.Validate()
 	if !errors.Is(err, ErrInvalidInput) {
@@ -111,6 +124,120 @@ func TestDashboardLayoutSpec_Validate_BadSettings(t *testing.T) {
 	}
 }
 
+func TestDashboardLayoutSpec_Validate_AcceptsCustomCountWithinMax(t *testing.T) {
+	// Custom count not in CountOptions but inside CountMax — accepted.
+	// upcoming-deadlines: CountOptions {1,3,5,10,20}, CountMax 50.
+	s := DashboardLayoutSpec{Version: 1, Widgets: []DashboardWidgetRef{
+		{Key: WidgetUpcomingDeadlines, Visible: true, Settings: json.RawMessage(`{"count": 7}`)},
+	}}
+	if err := s.Validate(); err != nil {
+		t.Fatalf("Validate rejected custom count=7 within CountMax=50: %v", err)
+	}
+}
+
+func TestDashboardLayoutSpec_Validate_AcceptsValidView(t *testing.T) {
+	s := DashboardLayoutSpec{Version: 1, Widgets: []DashboardWidgetRef{
+		{Key: WidgetUpcomingDeadlines, Visible: true, Settings: json.RawMessage(`{"view":"calendar"}`)},
+	}}
+	if err := s.Validate(); err != nil {
+		t.Fatalf("Validate rejected legal view=calendar: %v", err)
+	}
+}
+
+func TestDashboardLayoutSpec_Validate_RejectsUnknownView(t *testing.T) {
+	s := DashboardLayoutSpec{Version: 1, Widgets: []DashboardWidgetRef{
+		{Key: WidgetUpcomingDeadlines, Visible: true, Settings: json.RawMessage(`{"view":"sankey"}`)},
+	}}
+	err := s.Validate()
+	if !errors.Is(err, ErrInvalidInput) {
+		t.Fatalf("Validate accepted unknown view; want ErrInvalidInput, got %v", err)
+	}
+}
+
+func TestDashboardLayoutSpec_Validate_RejectsViewOnNoViewWidget(t *testing.T) {
+	// deadline-summary has no Views — view knob must be rejected.
+	s := DashboardLayoutSpec{Version: 1, Widgets: []DashboardWidgetRef{
+		{Key: WidgetDeadlineSummary, Visible: true, Settings: json.RawMessage(`{"view":"list"}`)},
+	}}
+	err := s.Validate()
+	if !errors.Is(err, ErrInvalidInput) {
+		t.Fatalf("Validate accepted view on no-view widget; want ErrInvalidInput, got %v", err)
+	}
+}
+
+func TestDashboardLayoutSpec_Validate_GridPosition(t *testing.T) {
+	// X+W overflowing GridColumns must be rejected.
+	s := DashboardLayoutSpec{Version: 1, Widgets: []DashboardWidgetRef{
+		{Key: WidgetUpcomingDeadlines, Visible: true, X: 8, W: 6},
+	}}
+	err := s.Validate()
+	if !errors.Is(err, ErrInvalidInput) {
+		t.Fatalf("Validate accepted x+w overflow; want ErrInvalidInput, got %v", err)
+	}
+}
+
+func TestDashboardLayoutSpec_Validate_GridSizeOutsideClamps(t *testing.T) {
+	// upcoming-deadlines has MinW=4. W=2 must be rejected.
+	s := DashboardLayoutSpec{Version: 1, Widgets: []DashboardWidgetRef{
+		{Key: WidgetUpcomingDeadlines, Visible: true, X: 0, Y: 0, W: 2, H: 1},
+	}}
+	err := s.Validate()
+	if !errors.Is(err, ErrInvalidInput) {
+		t.Fatalf("Validate accepted W=2 below MinW=4; want ErrInvalidInput, got %v", err)
+	}
+}
+
+func TestFactoryDefaultLayout_AssignsPositions(t *testing.T) {
+	def := FactoryDefaultLayout()
+	// At least one visible widget must have a non-zero position OR
+	// W set (W=0 means "auto = full width" but factory should assign
+	// concrete sizes from the catalog).
+	anySized := false
+	for _, w := range def.Widgets {
+		if w.W > 0 {
+			anySized = true
+			break
+		}
+	}
+	if !anySized {
+		t.Fatal("FactoryDefaultLayout did not assign any W; every visible widget should carry a default size")
+	}
+}
+
+// TestFactoryDefaultLayout_NoOverlap verifies the greedy packer in
+// FactoryDefaultLayout produces a non-overlapping arrangement. CSS Grid
+// would render overlapping items stacked on top of each other — a
+// regression here would mean every new paliad user sees a broken
+// dashboard until they manually adjust positions.
+func TestFactoryDefaultLayout_NoOverlap(t *testing.T) {
+	def := FactoryDefaultLayout()
+	type rect struct{ x, y, w, h int }
+	visible := []rect{}
+	for _, w := range def.Widgets {
+		if !w.Visible {
+			continue
+		}
+		if w.W <= 0 || w.H <= 0 {
+			t.Errorf("factory visible widget %q has non-positive size (w=%d, h=%d)", w.Key, w.W, w.H)
+			continue
+		}
+		visible = append(visible, rect{w.X, w.Y, w.W, w.H})
+	}
+	for i, a := range visible {
+		if a.x+a.w > DashboardGridColumns {
+			t.Errorf("widget %d overflows grid: x=%d w=%d", i, a.x, a.w)
+		}
+		for j, b := range visible {
+			if i == j {
+				continue
+			}
+			if a.x < b.x+b.w && b.x < a.x+a.w && a.y < b.y+b.h && b.y < a.y+a.h {
+				t.Errorf("widgets %d and %d overlap: %v vs %v", i, j, a, b)
+			}
+		}
+	}
+}
+
 func TestDashboardLayoutSpec_Validate_AcceptsValidSettings(t *testing.T) {
 	s := DashboardLayoutSpec{Version: 1, Widgets: []DashboardWidgetRef{
 		{Key: WidgetUpcomingDeadlines, Visible: true, Settings: json.RawMessage(`{"count": 5, "horizon_days": 14}`)},
@@ -210,6 +337,34 @@ func TestWidgetCatalog_AllKnownKeysHaveDef(t *testing.T) {
 	}
 }
 
+func TestWidgetCatalog_SliceC_HasPinnedAndQuickActions(t *testing.T) {
+	// Slice C activated pinned-projects + quick-actions in the catalog
+	// AND in KnownWidgetKeys. Lock both via this test so a future
+	// change can't accidentally remove them without thinking about the
+	// firm-default migration story.
+	if _, ok := LookupWidgetDef(WidgetPinnedProjects); !ok {
+		t.Errorf("WidgetCatalog missing pinned-projects entry")
+	}
+	if _, ok := LookupWidgetDef(WidgetQuickActions); !ok {
+		t.Errorf("WidgetCatalog missing quick-actions entry")
+	}
+	var hasPinned, hasQuick bool
+	for _, k := range KnownWidgetKeys {
+		if k == WidgetPinnedProjects {
+			hasPinned = true
+		}
+		if k == WidgetQuickActions {
+			hasQuick = true
+		}
+	}
+	if !hasPinned {
+		t.Errorf("KnownWidgetKeys missing pinned-projects")
+	}
+	if !hasQuick {
+		t.Errorf("KnownWidgetKeys missing quick-actions")
+	}
+}
+
 func TestWidgetCatalog_NoOrphanDefs(t *testing.T) {
 	known := make(map[WidgetKey]bool, len(KnownWidgetKeys))
 	for _, k := range KnownWidgetKeys {

internal/services/dashboard_service.go

@@ -14,6 +14,7 @@ import (
 
 	"github.com/google/uuid"
 	"github.com/jmoiron/sqlx"
+	"github.com/lib/pq"
 
 	"mgit.msbls.de/m/paliad/internal/models"
 )
@@ -24,6 +25,7 @@ type DashboardService struct {
 	db        *sqlx.DB
 	users     *UserService
 	approvals *ApprovalService
+	pins      *PinService
 }
 
 func NewDashboardService(db *sqlx.DB, users *UserService) *DashboardService {
@@ -39,6 +41,14 @@ func (s *DashboardService) SetApprovalService(a *ApprovalService) {
 	s.approvals = a
 }
 
+// SetPinService wires the pinned-projects widget data source (Slice C).
+// PinService pre-dates t-paliad-219 (mig 062/063) so no new schema is
+// needed. Safe to leave nil — PinnedProjects then comes back empty and
+// the widget renders its empty state.
+func (s *DashboardService) SetPinService(p *PinService) {
+	s.pins = p
+}
+
 // DashboardData is the full payload returned to the frontend.
 type DashboardData struct {
 	User                 *DashboardUser        `json:"user"`
@@ -49,8 +59,23 @@ type DashboardData struct {
 	UpcomingAppointments []UpcomingAppointment `json:"upcoming_appointments"`
 	RecentActivity       []ActivityEntry       `json:"recent_activity"`
 	InboxSummary         InboxSummary          `json:"inbox_summary"`
+	PinnedProjects       []PinnedProjectRef    `json:"pinned_projects"`
 }
 
+// PinnedProjectRef is one row in DashboardData.PinnedProjects — the
+// minimum needed to render a clickable entry in the pinned-projects
+// widget. Order matches PinService.ListPinned (pinned_at DESC).
+type PinnedProjectRef struct {
+	ProjectID    uuid.UUID `json:"project_id"        db:"id"`
+	ProjectTitle string    `json:"project_title"     db:"title"`
+	ProjectRef   string    `json:"project_reference" db:"reference"`
+}
+
+// PinnedProjectsCap caps the pinned-projects preview list. The widget
+// count setting tops out at 20; we fetch the cap once and let the
+// client trim further per the user's setting.
+const PinnedProjectsCap = 20
+
 // InboxSummary feeds the inbox-approvals widget on the configurable
 // dashboard (t-paliad-219). PendingCount is the precise number of
 // approval requests that await this user's approval; Top is a small
@@ -175,6 +200,7 @@ func (s *DashboardService) Get(ctx context.Context, userID uuid.UUID) (*Dashboar
 		UpcomingDeadlines:    []UpcomingDeadline{},
 		UpcomingAppointments: []UpcomingAppointment{},
 		RecentActivity:       []ActivityEntry{},
+		PinnedProjects:       []PinnedProjectRef{},
 	}
 	if user == nil {
 		return data, nil
@@ -213,11 +239,77 @@ func (s *DashboardService) Get(ctx context.Context, userID uuid.UUID) (*Dashboar
 	if err := s.loadInboxSummary(ctx, data, user); err != nil {
 		return nil, err
 	}
+	if err := s.loadPinnedProjects(ctx, data, user); err != nil {
+		return nil, err
+	}
 
 	annotateUrgency(data.UpcomingDeadlines, now)
 	return data, nil
 }
 
+// loadPinnedProjects populates DashboardData.PinnedProjects (Slice C).
+// Reads PinService.ListPinned for ordering, then materialises titles +
+// references via a single visibility-filtered SELECT. When PinService
+// is unwired or the user has no pins, the field comes back empty and
+// the widget renders its empty state.
+func (s *DashboardService) loadPinnedProjects(ctx context.Context, data *DashboardData, user *models.User) error {
+	if s.pins == nil {
+		return nil
+	}
+	ids, err := s.pins.ListPinned(ctx, user.ID)
+	if err != nil {
+		return fmt.Errorf("dashboard pinned ids: %w", err)
+	}
+	if len(ids) == 0 {
+		return nil
+	}
+	if len(ids) > PinnedProjectsCap {
+		ids = ids[:PinnedProjectsCap]
+	}
+	query := `
+SELECT p.id,
+       p.title,
+       COALESCE(p.reference, '') AS reference
+  FROM paliad.projects p
+ WHERE p.id = ANY($2::uuid[])
+   AND ` + visibilityPredicatePositional("p", 1)
+	rows := []PinnedProjectRef{}
+	if err := s.db.SelectContext(ctx, &rows, query, user.ID, idsToArray(ids)); err != nil {
+		return fmt.Errorf("dashboard pinned projects: %w", err)
+	}
+	// Restore pinned-at order: PinService.ListPinned ordered DESC; the
+	// SELECT above doesn't preserve that. Build a position map and
+	// re-sort.
+	pos := make(map[uuid.UUID]int, len(ids))
+	for i, id := range ids {
+		pos[id] = i
+	}
+	out := make([]PinnedProjectRef, 0, len(rows))
+	for _, r := range rows {
+		out = append(out, r)
+	}
+	// Tiny n (cap=20); a simple insertion-style swap is enough.
+	for i := 0; i < len(out); i++ {
+		for j := i + 1; j < len(out); j++ {
+			if pos[out[j].ProjectID] < pos[out[i].ProjectID] {
+				out[i], out[j] = out[j], out[i]
+			}
+		}
+	}
+	data.PinnedProjects = out
+	return nil
+}
+
+// idsToArray flips a []uuid.UUID into a Postgres uuid[] payload via
+// pq.Array — mirrors the pattern in rule_editor_orphans.go.
+func idsToArray(ids []uuid.UUID) interface{} {
+	out := make([]string, len(ids))
+	for i, id := range ids {
+		out[i] = id.String()
+	}
+	return pq.Array(out)
+}
+
 // loadSummary fills DeadlineSummary + AppointmentSummary + MatterSummary.
 //
 // Bucket math comes from computeDeadlineBucketBounds (deadline_service.go) so

internal/services/email_template_samples.go

@@ -12,6 +12,8 @@ func EmailTemplateSampleData(key, lang, slot string) map[string]any {
 	switch key {
 	case EmailTemplateKeyInvitation:
 		return invitationSample(lang)
+	case EmailTemplateKeyAddUserWelcome:
+		return addUserWelcomeSample(lang)
 	case EmailTemplateKeyDeadlineDigest:
 		return deadlineDigestSample(lang, slot)
 	case EmailTemplateKeyBase:
@@ -98,6 +100,30 @@ func deadlineDigestSample(lang, slot string) map[string]any {
 	}
 }
 
+// t-paliad-223 Slice B (#49) — sample data for the Add-User welcome mail.
+// The variable contract mirrors what UserService.AdminCreateUserFull
+// passes to MailService.SendTemplate at runtime.
+func addUserWelcomeSample(lang string) map[string]any {
+	if lang == "en" {
+		return map[string]any{
+			"InviterName":  "Maria Schmidt",
+			"InviterEmail": "maria.schmidt@hlc.com",
+			"ToEmail":      "new.colleague@hlc.com",
+			"MagicLink":    "https://supabase.paliad.de/auth/v1/verify?token=…",
+			"BaseURL":      "https://paliad.de",
+			"Firm":         "HLC",
+		}
+	}
+	return map[string]any{
+		"InviterName":  "Maria Schmidt",
+		"InviterEmail": "maria.schmidt@hlc.com",
+		"ToEmail":      "neu.kollege@hlc.de",
+		"MagicLink":    "https://supabase.paliad.de/auth/v1/verify?token=…",
+		"BaseURL":      "https://paliad.de",
+		"Firm":         "HLC",
+	}
+}
+
 func baseSample(lang string) map[string]any {
 	subj := "Beispielbetreff"
 	if lang == "en" {

internal/services/email_template_service.go

@@ -41,11 +41,17 @@ const (
 	EmailTemplateKeyInvitation     = "invitation"
 	EmailTemplateKeyDeadlineDigest = "deadline_digest"
 	EmailTemplateKeyBase           = "base"
+	// EmailTemplateKeyAddUserWelcome — t-paliad-223 Slice B (#49). Sent when
+	// a global_admin directly creates a paliad.users + auth.users pair from
+	// /admin/team's "Konto direkt anlegen" form. Carries a Supabase
+	// recovery-link so the new colleague can set their own password.
+	EmailTemplateKeyAddUserWelcome = "add_user_welcome"
 )
 
 // CanonicalEmailTemplateKeys is the closed set in canonical display order.
 var CanonicalEmailTemplateKeys = []string{
 	EmailTemplateKeyInvitation,
+	EmailTemplateKeyAddUserWelcome,
 	EmailTemplateKeyDeadlineDigest,
 	EmailTemplateKeyBase,
 }
@@ -420,6 +426,10 @@ var defaultSubjects = map[string]map[string]string{
 		"de": `[Paliad] {{.InviterName}} lädt Sie zu Paliad ein`,
 		"en": `[Paliad] {{.InviterName}} invites you to Paliad`,
 	},
+	EmailTemplateKeyAddUserWelcome: {
+		"de": `[Paliad] Ihr Paliad-Konto ist bereit`,
+		"en": `[Paliad] Your Paliad account is ready`,
+	},
 	EmailTemplateKeyDeadlineDigest: {
 		"de": digestSubjectDE,
 		"en": digestSubjectEN,

internal/services/email_template_variables.go

@@ -21,6 +21,8 @@ func EmailTemplateVariables(key string) []EmailTemplateVariable {
 	switch key {
 	case EmailTemplateKeyInvitation:
 		return invitationVariables
+	case EmailTemplateKeyAddUserWelcome:
+		return addUserWelcomeVariables
 	case EmailTemplateKeyDeadlineDigest:
 		return deadlineDigestVariables
 	case EmailTemplateKeyBase:
@@ -51,6 +53,30 @@ var invitationVariables = []EmailTemplateVariable{
 		SampleDE:    "HLC", SampleEN: "HLC"},
 }
 
+// t-paliad-223 Slice B (#49) — variables consumed by the Add-User welcome
+// mail. UserService.AdminCreateUserFull populates these at send time.
+var addUserWelcomeVariables = []EmailTemplateVariable{
+	{Name: ".InviterName", Type: "string",
+		Description: "Anzeigename der/des global_admin, die das Konto angelegt hat.",
+		SampleDE:    "Maria Schmidt", SampleEN: "Maria Schmidt"},
+	{Name: ".InviterEmail", Type: "string",
+		Description: "E-Mail-Adresse der/des global_admin.",
+		SampleDE:    "maria.schmidt@hlc.com", SampleEN: "maria.schmidt@hlc.com"},
+	{Name: ".ToEmail", Type: "string",
+		Description: "Empfänger:in (E-Mail der neuen Person).",
+		SampleDE:    "neu.kollege@hlc.de", SampleEN: "new.colleague@hlc.com"},
+	{Name: ".MagicLink", Type: "string",
+		Description: "Einmaliger Supabase-Recovery-Link zum Passwort-Setzen.",
+		SampleDE:    "https://supabase.paliad.de/auth/v1/verify?token=…",
+		SampleEN:    "https://supabase.paliad.de/auth/v1/verify?token=…"},
+	{Name: ".BaseURL", Type: "string",
+		Description: "Öffentliche Paliad-URL (PALIAD_BASE_URL).",
+		SampleDE:    "https://paliad.de", SampleEN: "https://paliad.de"},
+	{Name: ".Firm", Type: "string",
+		Description: "Firmenname (FIRM_NAME).",
+		SampleDE:    "HLC", SampleEN: "HLC"},
+}
+
 var deadlineDigestVariables = []EmailTemplateVariable{
 	{Name: ".Slot", Type: "string",
 		Description: "Trigger-Slot: \"morning\" oder \"evening\". Body verwendet typischerweise .IsEvening.",

internal/services/event_service.go

@@ -279,7 +279,12 @@ func shouldExcludeAppointmentsForStatus(status DeadlineStatusFilter) bool {
 // matches a bucket-style deadline status — used to filter the
 // appointment side when the user clicks a card on the unified events
 // page. Returns (nil, nil) for non-bucket statuses (pending / all /
-// upcoming / "" / overdue / completed — those are handled separately).
+// "" / overdue / completed — those are handled separately).
+//
+// DeadlineFilterUpcoming maps to "start_at >= today" so legacy
+// `?status=upcoming` URLs hide past appointments instead of falling
+// through to the unfiltered query (m/paliad#54 — the UI option that
+// surfaced this status has been removed, but bookmarks may persist).
 func bucketAppointmentWindow(status DeadlineStatusFilter, b deadlineBucketBounds) (*time.Time, *time.Time) {
 	switch status {
 	case DeadlineFilterToday:
@@ -293,6 +298,8 @@ func bucketAppointmentWindow(status DeadlineStatusFilter, b deadlineBucketBounds
 		return &b.nextMonday, &t
 	case DeadlineFilterLater:
 		return &b.weekAfter, nil
+	case DeadlineFilterUpcoming:
+		return &b.today, nil
 	}
 	return nil, nil
 }

internal/services/firm_dashboard_default_service.go

@@ -0,0 +1,106 @@
+package services
+
+// FirmDashboardDefaultService manages paliad.firm_dashboard_default — the
+// optional firm-wide dashboard layout that DashboardLayoutService prefers
+// over the code-resident FactoryDefaultLayout when seeding a new user's
+// row or resetting an existing layout.
+//
+// Design: docs/design-dashboard-configurable-2026-05-20.md §8.2
+// (firm-wide default, deferred to v1.1 — activated in Slice C).
+//
+// Single optional row identified by id=1. Get returns (spec, true, nil)
+// when set, (zero, false, nil) when never set. Set overwrites; Clear
+// deletes (so GetOrSeed reverts to FactoryDefaultLayout).
+//
+// The HTTP layer (handlers/firm_dashboard_default.go) enforces admin-only
+// via auth.RequireAdmin. The service itself takes no admin parameter —
+// it trusts its callers because the only writer is the admin handler;
+// the read path is used by DashboardLayoutService on every seed/reset.
+
+import (
+	"context"
+	"database/sql"
+	"encoding/json"
+	"errors"
+	"fmt"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+)
+
+// FirmDashboardDefaultService manages paliad.firm_dashboard_default.
+type FirmDashboardDefaultService struct {
+	db *sqlx.DB
+}
+
+// NewFirmDashboardDefaultService wires the service.
+func NewFirmDashboardDefaultService(db *sqlx.DB) *FirmDashboardDefaultService {
+	return &FirmDashboardDefaultService{db: db}
+}
+
+// Get returns (spec, true, nil) if a firm default is set, (zero, false,
+// nil) otherwise. SanitizeForRead is applied so callers always receive a
+// version-coherent spec; if anything had to be dropped (e.g. an admin
+// stashed a layout that references widgets we later removed), the
+// cleanup is in-memory only and the next admin write will persist it.
+func (s *FirmDashboardDefaultService) Get(ctx context.Context) (DashboardLayoutSpec, bool, error) {
+	var raw json.RawMessage
+	err := s.db.GetContext(ctx, &raw, `
+		SELECT layout_json
+		  FROM paliad.firm_dashboard_default
+		 WHERE id = 1
+	`)
+	if errors.Is(err, sql.ErrNoRows) {
+		return DashboardLayoutSpec{}, false, nil
+	}
+	if err != nil {
+		return DashboardLayoutSpec{}, false, fmt.Errorf("get firm dashboard default: %w", err)
+	}
+	var spec DashboardLayoutSpec
+	if err := json.Unmarshal(raw, &spec); err != nil {
+		// Stored row is unparseable — treat as missing so the seed path
+		// reverts to FactoryDefaultLayout rather than crash.
+		return DashboardLayoutSpec{}, false, nil
+	}
+	spec.SanitizeForRead()
+	return spec, true, nil
+}
+
+// Set persists the layout as the firm-wide default. Validates against the
+// catalog so an admin can't seed a layout that violates the contract.
+// updatedBy is recorded for audit; passing uuid.Nil clears the column.
+func (s *FirmDashboardDefaultService) Set(ctx context.Context, spec DashboardLayoutSpec, updatedBy uuid.UUID) (DashboardLayoutSpec, error) {
+	if err := spec.Validate(); err != nil {
+		return DashboardLayoutSpec{}, err
+	}
+	bytes, err := json.Marshal(spec)
+	if err != nil {
+		return DashboardLayoutSpec{}, fmt.Errorf("firm dashboard default marshal: %w", err)
+	}
+	var updaterArg interface{}
+	if updatedBy != uuid.Nil {
+		updaterArg = updatedBy
+	}
+	_, err = s.db.ExecContext(ctx, `
+		INSERT INTO paliad.firm_dashboard_default (id, layout_json, updated_by, updated_at)
+		VALUES (1, $1, $2, now())
+		ON CONFLICT (id) DO UPDATE
+		   SET layout_json = EXCLUDED.layout_json,
+		       updated_by  = EXCLUDED.updated_by,
+		       updated_at  = now()
+	`, json.RawMessage(bytes), updaterArg)
+	if err != nil {
+		return DashboardLayoutSpec{}, fmt.Errorf("firm dashboard default upsert: %w", err)
+	}
+	return spec, nil
+}
+
+// Clear deletes the firm default so seeds/resets revert to FactoryDefault-
+// Layout. Idempotent — clearing an already-absent row is a no-op.
+func (s *FirmDashboardDefaultService) Clear(ctx context.Context) error {
+	_, err := s.db.ExecContext(ctx, `DELETE FROM paliad.firm_dashboard_default WHERE id = 1`)
+	if err != nil {
+		return fmt.Errorf("firm dashboard default clear: %w", err)
+	}
+	return nil
+}

internal/services/firm_dashboard_default_service_test.go

@@ -0,0 +1,93 @@
+package services
+
+// Live-DB tests for FirmDashboardDefaultService — gated on
+// TEST_DATABASE_URL like the rest of the integration suite.
+//
+// These cover the round-trip (Set → Get → Clear → Get) and the
+// SanitizeForRead behavior on read. Pure-function validation lives in
+// dashboard_layout_spec_test.go.
+
+import (
+	"context"
+	"encoding/json"
+	"os"
+	"testing"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+)
+
+func openTestDBForFirmDefault(t *testing.T) *sqlx.DB {
+	t.Helper()
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping firm-dashboard-default live test")
+	}
+	db, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	return db
+}
+
+func TestFirmDashboardDefault_RoundTrip(t *testing.T) {
+	db := openTestDBForFirmDefault(t)
+	defer db.Close()
+	svc := NewFirmDashboardDefaultService(db)
+	ctx := context.Background()
+
+	// Start clean — prior tests may have left a row.
+	if err := svc.Clear(ctx); err != nil {
+		t.Fatalf("pre-clear: %v", err)
+	}
+
+	if _, ok, err := svc.Get(ctx); err != nil || ok {
+		t.Fatalf("Get after Clear: ok=%v err=%v; want ok=false err=nil", ok, err)
+	}
+
+	spec := FactoryDefaultLayout()
+	if _, err := svc.Set(ctx, spec, uuid.Nil); err != nil {
+		t.Fatalf("Set factory: %v", err)
+	}
+
+	got, ok, err := svc.Get(ctx)
+	if err != nil {
+		t.Fatalf("Get: %v", err)
+	}
+	if !ok {
+		t.Fatal("Get: ok=false after Set; want true")
+	}
+	if len(got.Widgets) != len(spec.Widgets) {
+		t.Errorf("widget count mismatch: %d vs %d", len(got.Widgets), len(spec.Widgets))
+	}
+	if got.Version != spec.Version {
+		t.Errorf("version mismatch: %d vs %d", got.Version, spec.Version)
+	}
+
+	// Clear is idempotent.
+	if err := svc.Clear(ctx); err != nil {
+		t.Fatalf("clear after set: %v", err)
+	}
+	if err := svc.Clear(ctx); err != nil {
+		t.Fatalf("second clear: %v", err)
+	}
+	if _, ok, err := svc.Get(ctx); err != nil || ok {
+		t.Fatalf("Get after Clear: ok=%v err=%v; want false/nil", ok, err)
+	}
+}
+
+func TestFirmDashboardDefault_RejectsInvalid(t *testing.T) {
+	db := openTestDBForFirmDefault(t)
+	defer db.Close()
+	svc := NewFirmDashboardDefaultService(db)
+	ctx := context.Background()
+
+	bad := DashboardLayoutSpec{Version: 1, Widgets: []DashboardWidgetRef{
+		{Key: WidgetUpcomingDeadlines, Visible: true, Settings: json.RawMessage(`{"count": 7}`)},
+	}}
+	_, err := svc.Set(ctx, bad, uuid.Nil)
+	if err == nil {
+		t.Fatal("Set with invalid count: err=nil; want ErrInvalidInput")
+	}
+}

internal/services/fristenrechner.go

@@ -94,10 +94,27 @@ type UIDeadline struct {
 
 // UIResponse matches the frontend's DeadlineResponse TypeScript interface.
 type UIResponse struct {
-	ProceedingType string       `json:"proceedingType"`
-	ProceedingName string       `json:"proceedingName"`
-	TriggerDate    string       `json:"triggerDate"`
-	Deadlines      []UIDeadline `json:"deadlines"`
+	ProceedingType   string       `json:"proceedingType"`
+	ProceedingName   string       `json:"proceedingName"`
+	// ProceedingNameEN carries the English label of the proceeding so
+	// the frontend can switch on lang. Empty when the proceeding has no
+	// English label populated; the frontend falls back to ProceedingName.
+	// Added 2026-05-20 (m/paliad#58) — previously the verfahrensablauf
+	// "Trigger event" label fell back to the DE proceedingName whenever
+	// the timeline had no root rule (e.g. for sub-track proceedings like
+	// upc.ccr.cfi that have no native rules).
+	ProceedingNameEN string       `json:"proceedingNameEN,omitempty"`
+	TriggerDate      string       `json:"triggerDate"`
+	Deadlines        []UIDeadline `json:"deadlines"`
+	// ContextualNote / ContextualNoteEN surface a banner above the
+	// timeline. Populated by sub-track routing (m/paliad#58): when the
+	// user picks a proceeding that is normally a sub-track of another
+	// proceeding (e.g. upc.ccr.cfi runs inside upc.inf.cfi with
+	// with_ccr), the renderer routes to the parent's rules but keeps
+	// the user-picked code/name as the response identity and surfaces a
+	// note explaining the framing.
+	ContextualNote   string `json:"contextualNote,omitempty"`
+	ContextualNoteEN string `json:"contextualNoteEN,omitempty"`
 }
 
 // ErrUnknownProceedingType is returned when the UI sends an unrecognised code.
@@ -237,6 +254,42 @@ func (s *FristenrechnerService) Calculate(ctx context.Context, proceedingCode, t
 		return nil, fmt.Errorf("resolve proceeding %q: %w", proceedingCode, err)
 	}
 
+	// Sub-track routing (m/paliad#58). When the user picks a proceeding
+	// that has no native rules and is normally a sub-track of another
+	// proceeding (today: upc.ccr.cfi → upc.inf.cfi + with_ccr), route
+	// rule lookup to the parent and merge the default flags into the
+	// user's flag set. The response identity (Code/Name/NameEN) stays
+	// on the user-picked proceeding so the page header still reads
+	// "Counterclaim for Revocation", but the timeline body is the
+	// parent's full flow with the sub-track flag enabled. A note
+	// surfaces the framing.
+	var pickedProceeding = pt
+	var subTrackNote SubTrackRouting
+	var hasSubTrackNote bool
+	if route, ok := LookupSubTrackRouting(proceedingCode); ok {
+		subTrackNote = route
+		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
+			   FROM paliad.proceeding_types
+			  WHERE code = $1 AND is_active = true`, route.ParentCode)
+		if errors.Is(err, sql.ErrNoRows) {
+			return nil, fmt.Errorf("sub-track %q routes to %q which is not active: %w", proceedingCode, route.ParentCode, ErrUnknownProceedingType)
+		}
+		if err != nil {
+			return nil, fmt.Errorf("resolve sub-track parent %q: %w", route.ParentCode, err)
+		}
+		// Merge default flags into the user's flag set so the gated
+		// rules render. User-supplied flags win on conflict (they're
+		// already in flagSet); default flags only add what's missing.
+		for _, f := range route.DefaultFlags {
+			if _, exists := flagSet[f]; !exists {
+				flagSet[f] = struct{}{}
+			}
+		}
+	}
+
 	// Resolve (country, regime) for non-working-day adjustment. Court wins
 	// when supplied; otherwise default by proceeding regime. UPC proceedings
 	// default to UPC München (DE+UPC) — most common HLC venue. DPMA / EPA /
@@ -544,12 +597,18 @@ func (s *FristenrechnerService) Calculate(ctx context.Context, proceedingCode, t
 		deadlines = append(deadlines, d)
 	}
 
-	return &UIResponse{
-		ProceedingType: pt.Code,
-		ProceedingName: pt.Name,
-		TriggerDate:    triggerDateStr,
-		Deadlines:      deadlines,
-	}, nil
+	resp := &UIResponse{
+		ProceedingType:   pickedProceeding.Code,
+		ProceedingName:   pickedProceeding.Name,
+		ProceedingNameEN: pickedProceeding.NameEN,
+		TriggerDate:      triggerDateStr,
+		Deadlines:        deadlines,
+	}
+	if hasSubTrackNote {
+		resp.ContextualNote = subTrackNote.NoteDE
+		resp.ContextualNoteEN = subTrackNote.NoteEN
+	}
+	return resp, nil
 }
 
 // ErrUnknownRule is returned when CalculateRule can't resolve the