feat(caption): apply m's caption-wording decisions — Respondent + Streitpatent line + DE appeal/nullity role labels

t-paliad-361, follow-up to t-paliad-358 A-S2. m ruled on the 7 lexy-wording
flags (AskUserQuestion 2026-06-01 14:30). Most flags CONFIRMED the live
wording; three changes land here, all caption (Rubrum) wording, all in one
reversible migration 163.

Change 1 — UPC appeal responding party (EN): 'Appellee' → 'Respondent'.
  Fixed at the data source: the mig-137 role-label override on
  upc.apl.unified (the only place 'Appellee' was stored). The caption
  resolver's instance-derived EN fallback already said 'Respondent', so no
  code change. DE side (Berufungsbeklagter) untouched per m.

Change 2 — restore the standalone 'Streitpatent: {{project.patent_number_upc}}'
  (DE) / 'Patent in suit:' (EN) line in the upc-formal Composer caption seed,
  dropped in A-S2 (mig 161). Keeps the parametric 'In der Sache' heading (m did
  not revert that). Only the upc-formal base is touched; grouped with the case
  number ahead of {{project.court}}.

Change 3 — backfill lexy-confirmed role-label overrides for the four DE
  appeal/nullity proceedings that carried none, so designations are correct
  even when project.instance_level is unset (statute-grounded: §§ 511/542/544
  ZPO, §§ 81/110 PatG; bracketed-inclusive gender style):
    de.inf.olg    Berufungskläger(in) / Berufungsbeklagte(r)              // Appellant / Respondent
    de.inf.bgh    Revisionskläger(in) / Revisionsbeklagte(r)              // Appellant / Respondent
    de.null.bpatg Nichtigkeitskläger(in) / Beklagte(r) (Patentinhaber(in)) // Nullity claimant / Defendant (patent proprietor)
    de.null.bgh   Berufungskläger(in) / Berufungsbeklagte(r)              // Appellant / Respondent

Updates submission_vars_caption_test.go: adds EN assertions + cases pinning the
Respondent change and the four backfilled designations (each with instance_level
unset, proving the override path). go vet + go test ./... + bun build clean.

cmd/server/main.go

@@ -174,6 +174,9 @@ func main() {
 		submissionComposerSvc := services.NewSubmissionComposer(submissionRenderer)
 		// t-paliad-315 Slice C — building-block library.
 		submissionBuildingBlockSvc := services.NewBuildingBlockService(pool, branding.Name)
+		// t-paliad-349 docforge slice 4/6 — uploaded-template store
+		// (Postgres bytea) backing the authoring surface.
+		templateStoreSvc := services.NewPgTemplateStore(pool)
 		// t-paliad-225 Slice A — user-authored checklist templates.
 		// Slice B adds checklist_shares grants + admin promotion.
 		checklistCatalogSvc := services.NewChecklistCatalogService(pool)
@@ -190,6 +193,7 @@ func main() {
 			SubmissionSection:       submissionSectionSvc,
 			SubmissionComposer:      submissionComposerSvc,
 			SubmissionBuildingBlock: submissionBuildingBlockSvc,
+			TemplateStore:           templateStoreSvc,
 			Deadline:       deadlineSvc,
 			Appointment:    appointmentSvc,
 			CalDAV:         caldavSvc,
@@ -233,6 +237,7 @@ func main() {
 			CardLayout:              services.NewCardLayoutService(pool),
 			DashboardLayout:         services.NewDashboardLayoutService(pool),
 			FirmDashboardDefault:    services.NewFirmDashboardDefaultService(pool),
+			FirmNameComposition:     services.NewFirmNameCompositionService(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
@@ -248,8 +253,11 @@ func main() {
 			ScenarioFlags: services.NewScenarioFlagsService(pool, projectSvc),
 			// t-paliad-340 / m/paliad#153 B0 (mig 157) — Litigation Builder.
 			// CRUD over the new normalised scenarios + scenario_proceedings
-			// + scenario_events + scenario_shares tables.
-			ScenarioBuilder: services.NewScenarioBuilderService(pool),
+			// + scenario_events + scenario_shares tables. B4 adds the
+			// Akte-mode dual-write: project-backed scenarios write through
+			// to paliad.projects.scenario_flags + paliad.deadlines via the
+			// injected project + scenarioFlags services.
+			ScenarioBuilder: services.NewScenarioBuilderService(pool, projectSvc, services.NewScenarioFlagsService(pool, projectSvc), services.NewFristenrechnerService(rules, holidays, courts)),
 		}
 
 		// t-paliad-246 Slice A — Backup Mode runner. Wired only when

docs/design-rubrum-letterhead-autofill-2026-06-01.md

@@ -0,0 +1,306 @@
+# Rubrum + Briefkopf auto-fill — gap map (templates ↔ var bag ↔ data model)
+
+**Task:** t-paliad-357 · **Author:** kepler (researcher) · **Date:** 2026-06-01
+**Status:** AUDIT + GAP-MAP ONLY. No code or template edits made. Head reviews
+before any wiring.
+
+m's ask (2026-06-01 12:01): the **current** document templates should fill the
+**letterhead (Briefkopf)** and **recitals/Rubrum (case caption)** from project
+data on generation — "filled depending on project". This is the
+content-correctness layer, downstream of the (code-complete) docforge engine and
+parallel to leibniz's nomen naming train.
+
+---
+
+## TL;DR — the one fork for m
+
+**The basic Rubrum is *already* wired and works today** (party names,
+representatives, role designations, case number, court, patent number — all
+data-driven, in both the demo per-code template and the Composer caption seed).
+**The letterhead is *not* data-driven at all** (the real HL letterhead is
+hardcoded inside the firm-skeleton's Word header/footer parts; `firm.signature_block`
+is empty). And the Rubrum we have is only a *basic* caption — a forum-correct one
+needs structured data paliad does not capture.
+
+So the decision is **how complete a Rubrum we target**:
+
+| | **Option A — wire what data already supports** | **Option B — forum-correct Rubrum** |
+|---|---|---|
+| Rubrum content | name · representative · role · case no. · court · patent | + structured address · Rechtsform · Sitz (registered office) · gesetzl. Vertreter · service addresses · court chamber/address |
+| Data model | **no new columns** — uses existing `parties.*` + `project.*` | **new structured fields** on `parties` (+ maybe `projects`) + capture UI |
+| Letterhead | tidy the existing path (firm.name/signature_block) | same as A (letterhead is orthogonal to the A/B choice) |
+| Effort | small — mostly template-seed wording + plug `firm.signature_block` | a proper feature — schema migration + party-form rework + Composer reseed |
+| Forum-correctness | a *workable* caption, not a *filing-correct* one | meets UPC RoP r.13 / ZPO §253 party-designation requirements |
+
+Everything in Slice 1–2 below is Option A and is independent of the decision.
+Option B is Slice 3+ and is the part that needs m's go/no-go.
+
+---
+
+## 1. Architecture — there are THREE fill realities, not one
+
+The audit's biggest correction to the starting mental model: "the templates" are
+not one thing, and the letterhead does **not** live where the Rubrum lives.
+
+### Path 1 — legacy one-click `/generate` → `merge.go` (`SubmissionRenderer.Render`)
+- Handler `submissions.go:316` → `resolveSubmissionTemplate` → `RenderProjectSubmission`
+  → `renderer.Render` (`pkg/docforge/docx/merge.go`).
+- **Substitutes `{{key}}` tokens in `word/document.xml` *and* in `word/header*.xml`
+  / `word/footer*.xml`** (`isWordXMLEntry`, merge.go:189). So this path *can* fill a
+  letterhead in a Word header — **if the header contains `{{placeholders}}`. None
+  of the shipped headers do** (see §2).
+- Template chosen by a 6-tier fallback (`submission_drafts.go:1341`): per-(code,lang)
+  → per-code → EN-skeleton → firm-skeleton → universal-skeleton → HL-Patents-Style.
+
+### Path 2 — Composer → `compose.go` (`Composer.Compose`)
+- Draft editor with a `base_id` set (t-paliad-313/315/317). Handler
+  `submission_drafts.go:712` → `submissionComposer.Compose`.
+- Assembles `word/document.xml` from the draft's **`paliad.submission_sections`
+  rows** (one per section: letterhead, caption, …), splicing each into the
+  carrier's `{{#section:KEY}}` anchor, then substitutes `{{placeholder}}` inside the
+  section bodies.
+- **Headers/footers pass through byte-for-byte UNTOUCHED** (compose.go:68, :188).
+  So a Composer doc keeps the base .docx's letterhead chrome verbatim — it is
+  never data-driven on this path.
+- Section bodies are seeded on draft-create from the base's
+  `section_spec.defaults[*].seed_md_{de,en}` (migrations 146 / 150).
+
+### Path 3 — skeleton as a direct merge fallback (a latent bug)
+- For any submission_code **without** a per-code template, `/generate` (Path 1)
+  falls through to tiers 4/5 and renders the **firm/universal skeleton through
+  merge.go**. But those skeletons contain only `{{#section:letterhead}}`-style
+  *block markers*, which `placeholderRegex` (`[A-Za-z]…`) does **not** match (they
+  start with `#`). **Result: the output Word doc shows literal
+  `{{#section:letterhead}}` … text.** Only `de.inf.lg.erwidg` has a real per-code
+  template today, so every other code's one-click `/generate` is exposed to this.
+  ⚠️ **Flag to verify with head** — may be masked if `/generate` is only surfaced
+  for codes that have a per-code template.
+
+> **Implication for m's ask:** "fill the letterhead from project data" means
+> different work on each path. On Path 1 it means *putting `{{firm.*}}` placeholders
+> into a header part*. On Path 2 it means *the letterhead is a body section already*
+> (and the chrome stays hardcoded in the base). These should be reconciled, not
+> both wired blindly — see Slice 2.
+
+---
+
+## 2. Gap table — TEMPLATE side
+
+Fetched live from mgit (`m/mWorkRepo`, `6 - material/Templates/Word/…`), unzipped,
+inspected `document.xml` + every `header*.xml`/`footer*.xml`.
+
+| Template | Has header/footer? | Letterhead | Rubrum / caption | Verdict |
+|---|---|---|---|---|
+| **`HLC/de.inf.lg.erwidg.docx`** (per-code, the only wired code) | no | *pseudo*-letterhead inline in body: `{{firm.name}} — Patentstreitsachen`, Bearbeiter `{{user.display_name}}`, `{{user.email}}`, `{{user.office}}`, `{{today.long_de}}`. `{{firm.signature_block}}` in closing (renders empty). | **full inline Rubrum, all data-driven**: `{{parties.claimant.name}}` / `.representative`, `— Klägerin —`, `gegen`, `{{parties.defendant.name}}` / `.representative`, `— Beklagte —`, `Weitere Beteiligte: {{parties.other.name}}`, `{{project.court}}`, `Aktenzeichen: {{project.case_number}}`, `{{project.patent_number}}`. | Works — but body-banner is **labelled "DEMO — interne Vorlage (nicht freigegeben)"**, not a real letterhead. |
+| **`HLC/_firm-skeleton.docx`** (Composer base `hlc-letterhead`) | **yes** — header1/2, footer1/2 | **Real HL letterhead, fully HARDCODED**: footer firm name is a Word SDT content-control literal "Hogan Lovells"; footer2 = static HL entity boilerplate (registered office, 50+ office cities); header2 = logo image only. **Zero `{{placeholders}}` in any header/footer.** | body `document.xml` has only `{{#section:KEY}}` markers (empty). Caption content comes from the section seed (§Composer). | Letterhead present but **not data-driven & not firm-agnostic** (contradicts `branding.Name` goal). |
+| **`HLC/_skeleton.docx`** (Composer base `neutral`) | no | none | `{{#section:KEY}}` markers only | Composer scaffold; unusable via merge.go (Path 3 bug). |
+| **`Composer/lg-duesseldorf.docx`** (base `lg-duesseldorf`, de.inf.lg) | no | none | `{{#section:KEY}}` markers only | Composer scaffold; letterhead must come from a header it doesn't have, or the body section. |
+| **`Composer/upc-formal.docx`** (base `upc-formal`, upc.inf.cfi) | no | none | `{{#section:KEY}}` markers only | same. |
+| **`HL Patents Style.dotm`** (last-ditch tier 6) | yes (same HL header/footer as firm-skeleton) | hardcoded HL letterhead | no placeholders | letterhead-only fallback. |
+| `HLC/_skeleton.en.docx` | **404 — does not exist** | — | — | EN drafts silently fall back to the DE skeleton (matches code comment at files.go:104). |
+
+**Template-side takeaways**
+1. The Rubrum is template-complete on the demo per-code path and is a DB seed (not
+   a template file) on the Composer path.
+2. The real letterhead exists only in the firm-skeleton/`.dotm` headers and is
+   **100% hardcoded** — no placeholder, no `branding.Name`. A firm rename or a
+   non-HLC deployment ships the wrong letterhead.
+3. The Composer caption/letterhead are **DB seeds (migrations 146/150)**, so
+   "adjusting the template" for the Composer path means editing the
+   `section_spec` seed Markdown, *not* the .docx.
+
+---
+
+## 3. Gap table — VAR-BAG side
+
+For every placeholder a correct letterhead + Rubrum needs, is there a bag key?
+Bag built in `internal/services/submission_vars.go`.
+
+| Need (letterhead + Rubrum) | Bag key | Status |
+|---|---|---|
+| Firm name | `firm.name` (← `branding.Name`) | ✅ wired |
+| Firm signature block | `firm.signature_block` | ⚠️ **key exists but emits `""`** (reserved "Phase 2", submission_vars.go:324). Template references it → renders blank. |
+| Author name / email / office | `user.display_name` / `.email` / `.office` | ✅ wired |
+| Date (today, long DE/EN, ISO) | `today` / `.long_de` / `.long_en` / `.iso` | ✅ wired |
+| Claimant name / rep (first + indexed + joined) | `parties.claimant.name`, `parties.claimant.0.name` / `.representative`, `parties.claimants` / `.representatives` | ✅ wired (3 forms, addPartyVars) |
+| Defendant name / rep | `parties.defendant.*` (same 3 forms) | ✅ wired |
+| Other parties (Streithelfer, Patentinhaberin…) | `parties.other.*` / `parties.others` | ✅ wired |
+| Case number | `project.case_number` | ✅ wired |
+| Court (name) | `project.court` | ✅ wired (free-text string) |
+| Patent number (DE + UPC forms) | `project.patent_number` / `.patent_number_upc` | ✅ wired |
+| Proceeding type / instance | `project.proceeding.name(_de/_en/.code)`, `project.instance_level` | ✅ wired |
+| Our side (DE/EN prose) | `project.our_side_de` / `_en` / raw | ✅ wired |
+| Client / matter / internal ref | `project.client_number` / `.matter_number` / `.reference` | ✅ wired |
+| **Party postal address** | — | ❌ **NO key** (needs data model) |
+| **Party legal form (Rechtsform)** | — | ❌ **NO key** |
+| **Party registered office / Sitz** | — | ❌ **NO key** (UPC r.13.1(a)/(b)) |
+| **Statutory representative (gesetzl. Vertreter, e.g. Geschäftsführer)** | — | ❌ **NO key** |
+| **Address/person for service (Zustellungsbevollmächtigter)** | — | ❌ **NO key** (UPC r.13.1(c)/(d)) |
+| **Court full address / chamber / Spruchkörper** | — | ❌ **NO key** (only the court *name* string exists) |
+| **Firm letterhead address / contact block** | — | ❌ **NO key** (hardcoded in .docx header) |
+
+**Var-bag takeaways:** every placeholder the *current* templates use is wired,
+with one dud: **`firm.signature_block` always renders empty** — the single cheapest
+letterhead/closing win. Everything a *forum-correct* Rubrum additionally needs has
+**no key, because the data isn't captured** (§4).
+
+---
+
+## 4. Gap table — DATA-MODEL side
+
+`models.Party` (models.go:539) carries **only**: `Name`, `Role`, `Representative`,
+`ContactInfo json.RawMessage`. `models.Project` carries `Court *string` (free text),
+`CaseNumber`, `PatentNumber`, dates, `OurSide`, `InstanceLevel`, client/matter.
+
+- **`parties.contact_info` is a dormant jsonb column**: `PartyService.Create`
+  defaults it to `{}` and **no UI ever writes it** (party form captures only
+  Name / Role / Representative — `frontend/src/projects-detail.tsx:436–460`). It is
+  a ready-made parking spot, but it is structurally empty today.
+- **No court registry / court-address table exists.** `project.court` is a plain
+  string a user types.
+
+| Forum-correct Rubrum needs | Derivable from existing fields? | Park in `contact_info` jsonb? | Needs new column + capture UI? | Cost |
+|---|---|---|---|---|
+| Party **postal address** | ❌ | ✅ feasible (`{address:{street,zip,city,country}}`) | UI: add fields to party form | **Low–Med** — jsonb, no migration; party-form + bag resolver |
+| Party **Rechtsform** (GmbH, LLP…) | ❌ (sometimes inside Name string, unreliable) | ✅ | UI field | **Low** |
+| Party **Sitz / registered office** (UPC r.13.1(a/b)) | ❌ | ✅ | UI field | **Low–Med** |
+| Party **statutory representative** (Geschäftsführer / vertreten durch …) | ⚠️ partial — `Representative` today means the *lawyer/Prozessbevollmächtigter*, not the *organ*; conflating them is wrong | ✅ (`{statutory_rep:…}`) | UI field + relabel existing `representative` | **Med** — semantic untangle |
+| **Address for service / Zustellungsbevollmächtigter** (UPC r.13.1(c/d)) | ❌ | ✅ | UI field | **Low–Med** |
+| **Court full address** | ❌ | n/a (project-level) | new `projects.court_address` col **or** a courts lookup table | **Med** (col) / **High** (registry) |
+| **Court chamber / Spruchkörper / panel** | ❌ | n/a | new `projects.court_chamber` col | **Low–Med** |
+| Firm letterhead address block | ❌ | n/a | `branding`-level config (env or table) | **Med** — touches firm-agnostic story |
+
+**Recommendation on storage:** structured party attributes belong in **typed jsonb
+under `contact_info`** with a small Go struct (`models.PartyContact`) decoding it —
+not a column-per-attribute migration. It keeps the party table stable, is
+forum-shape-agnostic, and the bag resolver can emit `parties.claimant.0.address`,
+`.sitz`, `.rechtsform`, etc. Court chamber/address are project-level and small
+enough for two nullable columns; a full court **registry** is a separate, larger
+feature (nice for autofill + validation, not required for a correct caption).
+
+---
+
+## 5. Forum-dependence — does one parametric Rubrum cover UPC / LG / OLG / BPatG?
+
+Grounded sources: **UPC RoP Rule 13** ("Contents of the Statement of claim") pulled
+verbatim from the house laws corpus (`data.laws`, `UPCRoP.013.*`). German ZPO/PatG
+caption conventions below are **standard German civil-procedure practice — these are
+NOT in the youpc corpus** (which is UPC/EPC-only), so they are flagged as
+practitioner-convention, to be confirmed by a DE-litigation reviewer (lexy) before
+wording is finalised.
+
+**What UPC RoP r.13.1 demands (verified):**
+- (a) claimant name; if corporate, **location of registered office**; + claimant's representative
+- (b) defendant name; if corporate, **location of registered office**
+- (c) **postal + electronic addresses for service** on claimant + persons authorised to accept service
+- (d) postal/electronic service addresses on defendant + persons authorised, if known
+- (e) proprietor service addresses where claimant ≠ (sole) proprietor
+- (g) details of the patent including the **number**
+- (k) nature of the claim / order / remedy sought
+
+→ paliad today supplies only **name** (a/b) and **patent number** (g). It captures
+**none** of: registered office/Sitz, postal/electronic service address, persons
+authorised. So a *filing-correct* UPC caption is firmly **Option B** territory.
+
+**How the caption shape differs across forums (convention):**
+
+| Forum | Heading | Party designations | "wegen" / subject | Court line |
+|---|---|---|---|---|
+| **DE LG** (Patentstreitkammer) | "In dem Rechtsstreit" / "In der Patentstreitsache" | Kläger(in) / Beklagte(r); parties need **Name, Anschrift, Rechtsform, ges. Vertreter** (ZPO §253 Abs. 2 Nr. 1, §130 Nr. 1 — *convention*) | "**wegen** Patentverletzung" | "an das Landgericht … , … Kammer" — court **name + chamber** |
+| **DE OLG** (Berufung) | "In dem Rechtsstreit" | **Berufungskläger / Berufungsbeklagte** (roles flip vs. first instance) | "wegen …" | "an das Oberlandesgericht …, … Senat" |
+| **BPatG** (Nichtigkeit/Beschwerde) | "In der Patentnichtigkeitssache" / "Beschwerdesache" | **Kläger/Beklagte** (nullity) or **Anmelder/Einsprechende**; patent-centric | patent + nullity ground | "an das Bundespatentgericht, … Senat" |
+| **UPC CFI** | "In the matter / In der Sache" | **Claimant / Defendant (Kläger/Beklagte)**; name + **registered office** + service address (r.13) | claim nature (r.13.1(k)) | division + "Aktenzeichen" (UPC case-number format `ACT_xxxxx/2026`) |
+
+**Answer:** one *parametric* Rubrum block covers the **basic** caption across forums
+(swap designation labels + heading + court line from `our_side`/`instance_level`/
+`proceeding.code` — values the bag already has). It does **not** cover the
+forum-specific *content requirements* (UPC service addresses vs. ZPO Anschrift/
+Rechtsform vs. BPatG patent-centric framing). For Option B, the cleanest design is
+**one caption section whose seed Markdown is chosen per `proceeding_family`** (the
+Composer already keys bases by `proceeding_family` — `de.inf.lg`, `upc.inf.cfi`),
+i.e. **forum-specific caption seeds, shared resolver keys** — not a single
+universal block, and not N hand-maintained .docx files.
+
+---
+
+## 6. Sliced wiring proposal (tracer-bullet first)
+
+Ordered so each slice ships value alone; the A/B fork only bites at Slice 3.
+
+**Slice 1 — plug the empty letterhead key (pure win, no schema, no fork).**
+- Fill `firm.signature_block` in `addFirmVars` from `branding` (firm name + office /
+  a configured block) instead of hardcoding `""`. Today every template that
+  references it renders blank.
+- Decide letterhead source of truth: either (a) inject `{{firm.name}}` /
+  `{{firm.address}}` placeholders into the firm-skeleton **header** parts (Path 1
+  fills them; Composer leaves them — acceptable since chrome is firm-fixed), or
+  (b) keep chrome hardcoded but make it firm-agnostic via `branding`. **Recommend
+  (a)** so a firm rename / non-HLC deploy doesn't ship "Hogan Lovells".
+- Template edits: firm-skeleton `header1/footer1` get `{{firm.*}}` tokens. (mWorkRepo,
+  authored as mAi — not this repo.)
+
+**Slice 2 — reconcile the letterhead duplication + kill the Path-3 junk.**
+- The Composer seeds a body "letterhead" section *and* the base has a header
+  letterhead → a Composer doc can show both. Decide: drop the body letterhead
+  section for letterhead-bearing bases, or keep it only for `neutral`.
+- Fix Path 3: either give the universal/firm skeleton a **merge-safe** variant
+  (real `{{key}}` Rubrum like the demo template) for non-Composer `/generate`, or
+  gate `/generate` to codes that have a per-code template. (Verify with head which
+  codes expose `/generate`.)
+
+**Slice 3 — Option A "good basic Rubrum" (no new data).**
+- Promote the demo per-code Rubrum wording into a **published, forum-labelled
+  caption** and align the Composer caption seeds (146/150) to the same wording.
+  Parametrise designation labels + heading + "wegen" + court line off
+  `our_side` / `instance_level` / `proceeding.code`. **No migration.**
+- This is the natural stopping point if m picks **A**.
+
+**Slice 4 — Option B data model (the feature; needs m's go).**
+- Add `models.PartyContact` decoding typed `contact_info` jsonb:
+  `{address, rechtsform, sitz, statutory_rep, service_address, service_agent}`.
+- Extend the party form (`projects-detail.tsx`) with those inputs; `PartyService`
+  writes them.
+- Add `projects.court_address` + `projects.court_chamber` (nullable cols).
+- New bag keys in `addPartyVars` / `addProjectVars`:
+  `parties.<role>.<i>.address|sitz|rechtsform|statutory_rep|service_address`,
+  `project.court_address|court_chamber`.
+
+**Slice 5 — Option B forum-correct caption seeds.**
+- Per-`proceeding_family` caption seed Markdown (UPC r.13 shape, DE-LG ZPO shape,
+  OLG appeal-role shape, BPatG nullity shape), consuming the Slice-4 keys.
+- Reviewer (lexy) signs off DE conventions before publish.
+
+**Slice 6 (optional) — court registry** for autofill/validation of court
+name+address+chamber. Larger; not required for a correct caption.
+
+---
+
+## 7. Key files (for the wiring worker)
+
+- Var bag: `internal/services/submission_vars.go` (addFirmVars:319, addPartyVars:412,
+  addProjectVars:349).
+- Render (Path 1, fills headers): `pkg/docforge/docx/merge.go` (isWordXMLEntry:189).
+- Compose (Path 2, headers pass-through): `pkg/docforge/docx/compose.go` (:68,:188);
+  `internal/services/submission_compose.go`.
+- Template resolution: `internal/handlers/submission_drafts.go:1341`
+  (`resolveSubmissionTemplate`, 6 tiers); paths in `internal/handlers/files.go`.
+- Composer base seeds (caption/letterhead Markdown): migrations
+  `internal/db/migrations/146_submission_bases.up.sql`,
+  `150_submission_bases_specialist.up.sql`.
+- Data model: `internal/models/models.go` (Party:539, Project:80);
+  party form `frontend/src/projects-detail.tsx:436`.
+- Live templates: `m/mWorkRepo` `6 - material/Templates/Word/Paliad/{HLC,Composer}/`.
+
+---
+
+## 8. Open questions for m / head
+
+1. **A or B?** (the §TL;DR fork). A = ship a good basic caption now, no data work.
+   B = capture structured party/court data for a filing-correct Rubrum.
+2. **Letterhead source of truth:** placeholderise the firm-skeleton header (firm-agnostic)
+   vs. keep hardcoded HL chrome? (Slice 1 recommends placeholderise.)
+3. **Path-3 junk:** is one-click `/generate` exposed for codes lacking a per-code
+   template? If yes, the literal `{{#section:…}}` output is a live bug.
+4. **`representative` semantics:** today it's the lawyer (Prozessbevollmächtigter).
+   A forum Rubrum also needs the party's *statutory* representative (Geschäftsführer).
+   Keep them as two distinct fields under Option B.

docs/plans/prd-docforge-2026-05-29.md

@@ -0,0 +1,495 @@
+# PRD — `docforge`: a modular document-generator engine
+
+**Task:** t-paliad-349 (m/paliad#157) · **Author:** leibniz (inventor) · **Date:** 2026-05-29
+**Status:** DESIGN — awaiting head's go/no-go on the coder shift.
+**Supersedes nothing.** Extends and re-homes the submission generator designed in
+`docs/design-submission-generator-2026-05-19.md`, `…-v2-2026-05-26.md`, and
+`docs/design-submission-page-2026-05-22.md`.
+
+---
+
+## §0 Premises
+
+### 0.1 What this is
+
+m wants the paliad "doc generator" pulled apart into a clean, reusable engine.
+Verbatim direction (2026-05-29):
+
+> I want to be able to create and modify word documents, using variables inside
+> the documents, "editing them live" and preview the results, export in the end.
+> We should have all that modular to keep it clean. The editor is something else
+> than the importing, exporting, variable exchange, data fetching etc.
+>
+> Currently I can't upload the base document to insert variables into to create a
+> template — and then later I want to fill the template using data, modifying it
+> manually where necessary, then exporting.
+
+Two distinct user surfaces fall out of that:
+
+- **Authoring** — upload a base `.docx` → place variable slots into it → save as a
+  reusable template. *This is the gap that does not exist today.*
+- **Generation** — pick a template → bind variables to project data → manually edit
+  where needed (live editor + preview) → export `.docx`.
+
+### 0.2 Today's state (audited 2026-05-29, verified against the live tree)
+
+The current submission generator is ~250 KB of Go plus a 115 KB editor bundle:
+
+- `internal/services/submission_vars.go` — variable resolution across **7 namespaces**
+  (`firm.*`, `today.*`, `user.*`, `project.*`, `parties.*`, `procedural_event.*`
+  + `rule.*` legacy aliases, `deadline.*`). Resolution is a **push** model: each
+  namespace is a hardcoded `addXxxVars(bag PlaceholderMap, …)` function mutating a
+  shared `map[string]string`. There is **no interface and no registry** — adding a
+  namespace means hand-editing `Build` to call a new function.
+- `internal/services/submission_merge.go` — placeholder substitution. The regex
+  (line 95, verified) is `\{\{\s*([A-Za-z][A-Za-z0-9_.]*)\s*\}\}`.
+  Two-pass: single-run replace inside each `<w:t>`, then
+  cross-run merge for fragmented placeholders. HTML preview wraps `(key,value)` in
+  Private-Use-Area sentinels so `emitTextWithDraftVars` can reconstruct
+  `<span class="draft-var" data-var="key">…</span>` for click-to-jump.
+- `internal/services/submission_md.go` — Markdown → OOXML runs. `parseInlineSpans`
+  (lines 393–446) tokenises bold/italic and **preserves `{{…}}` verbatim**.
+- `internal/services/submission_compose.go` — assembles the final `.docx`: unzip base,
+  render each included section's Markdown to OOXML, splice between
+  `{{#section:KEY}}…{{/section:KEY}}` anchors, patch hyperlink rels, repack, then run
+  the placeholder pass.
+- `internal/services/submission_{draft,section,building_block,base}_service.go` — the
+  draft/section/building-block/base data model + CRUD.
+- `internal/handlers/submission_{drafts,sections,building_blocks,bases}.go` — the HTTP
+  wire (the 53 KB `submission_drafts.go` is the bulk).
+- `frontend/src/client/submission-draft.ts` — the editor UI (**one `.ts` bundle; there is
+  no `submission-draft.tsx`** — the brief was wrong on this point).
+
+**OOXML approach (verified):** pure `archive/zip` + string manipulation of
+`word/document.xml`. **No third-party docx library** — `go.mod` has none.
+`lukasjarosch/go-docx` appears *only in a comment* (`submission_merge.go:13`)
+documenting why it was rejected (it refuses sibling placeholders in one run). The base
+stays byte-for-byte identical outside the regions we touch.
+
+**Reference model:** `pkg/litigationplanner/` (t-paliad-292). The package **owns its
+types** and exposes **interfaces for stateful inputs** (`Catalog`, `HolidayCalendar`,
+`CourtRegistry`); paliad implements them against Postgres, youpc.org against an embedded
+JSON snapshot. `doc.go` is the package doc; `types_wire_test.go` locks the JSON contract.
+**docforge mirrors this packaging discipline exactly.**
+
+### 0.3 Premise correction (load-bearing)
+
+The brief lists **two consumers in scope: paliad + upc-commentary**. Verified against the
+live repo: **`UPCommentary/upc-kommentar` is Bun + SvelteKit + TypeScript + PLpgSQL —
+zero Go.** A SvelteKit app cannot `import` a Go `pkg/`. m's resolution (2026-05-29):
+**upc-kommentar is out of scope as a live consumer for now.** docforge is a pure Go
+package; paliad imports it in-process like `litigationplanner`. The interfaces are
+designed so an HTTP veneer (for a future TS consumer) is *addable later* without rework —
+but none is built now. See §4 D-P1 and §8.
+
+### 0.4 Locked constraints (m, confirmed)
+
+- One Go module: `pkg/docforge`. Same packaging model as `pkg/litigationplanner`.
+- docforge **owns no database tables** — data flows in via interfaces.
+- `.docx` first; engine designed format-pluggable for `.pdf`/`.html`/`.md` later.
+- Authoring and Generation are **distinct pages**, but share the engine + the generic
+  editor plumbing.
+- Generation must support **minor manual content edits** (live editor, not just
+  data-binding).
+- Editor stays per-consumer; the **generic UX plumbing** is extracted into a reusable UI
+  package now.
+- The neutral model must be **lossless for our own `.docx`** (the uploaded base is an
+  opaque carrier, preserved byte-for-byte outside touched regions).
+
+### 0.5 Contracts that MUST survive the refactor
+
+These are invariants. The migration (§6) protects each by moving it *with its file and its
+test*, unchanged:
+
+1. **`placeholderRegex`** = `` `\{\{\s*([A-Za-z][A-Za-z0-9_.]*)\s*\}\}` `` — underscores
+   and dots legal in keys; whitespace inside braces trimmed; case-sensitive.
+2. **Last night's underscore fix** (commit `b78a984`): `parseInlineSpans` short-circuits
+   the inline scanner on `{{` and copies the placeholder literally to `}}`, so
+   `{{project.case_number}}` is never mangled to `{{project.casenumber}}`.
+3. **`data-var` contract** — `data-var="<key>"` on both `.draft-var` preview spans and
+   `.submission-draft-var-input` sidebar inputs; the click-to-jump and focus-highlight are
+   bijective across repaints.
+4. **Missing-value markers** — `[KEIN WERT: key]` (DE) / `[NO VALUE: key]` (EN) render
+   inline, never an error.
+5. **Legacy aliases** — `procedural_event.X ≡ rule.X` resolve identically
+   (`submission_vars_aliases_test.go`); party variables emit comma-joined, indexed, and
+   flat-legacy forms (`submission_vars_parties_test.go`).
+6. **Section anchor syntax** — `{{#section:KEY}}…{{/section:KEY}}`, `KEY` matched against
+   `[A-Za-z0-9_]+`.
+7. **No binary retention** — exported `.docx` is regenerable from inputs; only audit rows
+   persist (`system_audit_log` `submission.exported` + `project_events`).
+8. **V1 fallback path** — pre-Composer drafts (`base_id IS NULL`, no section rows) render
+   via the pure-placeholder path. No auto-upgrade.
+9. **`{{…}}` pass-through** — the Markdown walker emits placeholders verbatim; the merge
+   pass substitutes them afterward. Order is load-bearing (substitution runs *inside*
+   compose, after section splicing).
+
+---
+
+## §1 Goals
+
+**G1.** Extract the format-neutral document machinery (Markdown→OOXML walker, OOXML
+merge/compose, placeholder engine, `.dotm`→`.docx`) into `pkg/docforge` with a clean
+public surface and zero behavior change at the extraction step.
+
+**G2.** Introduce a **neutral document/template model** so importers produce it, the engine
+binds variables on it, and exporters render it out — with `.docx` as the first
+importer+exporter pair, not the universe. Lossless for our own `.docx`.
+
+**G3.** Replace the hardcoded `addXxxVars` push with a **`VariableResolver` interface per
+namespace** + a `ResolverSet` that composes them, preserves aliases, and exposes the key
+catalogue (label + group) so the frontend variable form/palette becomes data-driven
+instead of hardcoded in TS.
+
+**G4.** Build the **Authoring surface**: upload `.docx` → WYSIWYG render → click/select →
+insert `{{slot}}` → save template. Closes the gap m named.
+
+**G5.** Refactor **Generation** onto docforge + uploaded templates, preserving the live
+editor, preview, manual-edit, and export — and every contract in §0.5.
+
+**G6.** Extract the **generic editor UX** into `frontend/src/lib/docforge-editor/`,
+consumed by both the generation and authoring shells.
+
+**Non-goals (this PRD):** implementation, migration SQL, code. Formats beyond `.docx`
+(interface only). Live upc-kommentar integration. Multi-user concurrent editing of one
+draft. An HTTP service veneer.
+
+---
+
+## §2 User journeys
+
+### 2.1 Authoring (new)
+
+1. m opens **`/admin/templates`** (or `/templates/new`) and uploads a base `.docx`
+   (firm letterhead with caption layout, signature block, etc.).
+2. docforge's `.docx` importer parses the upload into a **carrier** (opaque OOXML kept
+   intact) + a renderable preview. The page shows a **WYSIWYG-ish render** of the document.
+3. m highlights a piece of text — e.g. `Az. 4c O 12/23` — and a **variable palette**
+   (sourced from the `ResolverSet.Keys()` catalogue, grouped DE/EN) lets him pick
+   `project.case_number`. The selection is **replaced with a `{{project.case_number}}`
+   slot**; a `template_slots` row records the slot key + its anchor position.
+4. He repeats for every variable region, saves, and the template becomes pickable in
+   Generation. (Editing the template later creates a new **version** — see §4 D-A3.)
+
+**Scope guard:** v1 authoring places **text-level slots in body paragraphs**. Slots in
+headers/footers/tables/text-boxes are a flagged follow-up (§7 note), because the
+click→OOXML-run mapping there is materially harder.
+
+### 2.2 Generation (refactor of today)
+
+1. Lawyer picks a template (uploaded template *or* a legacy Gitea base — both supported
+   during transition) for a submission code, optionally project-scoped.
+2. A **draft** is created. Its template **structure is snapshotted** at create
+   (§4 D-A3) so later template edits don't shift an in-flight draft.
+3. The sidebar shows the variable form (data-driven from `ResolverSet.Keys()`); the
+   resolved bag is merged with the lawyer's overrides; the live preview renders with
+   `data-var` click-to-jump; manual prose edits autosave (500 ms debounce).
+4. Export → docforge binds the model + carrier + resolved variables → `.docx` bytes
+   stream as a download. Audit rows written. No binary retained.
+
+### 2.3 upc-kommentar parallel journey (deferred — validates the abstractions)
+
+Not built now, but the abstractions are sized for it: upc-kommentar authors work in
+**Markdown** (and want to import **foreign doc/docx** as input — m, 2026-05-29 Q4). When
+it becomes a consumer, it would: implement its own `VariableResolver`(s) over its Postgres
+(commentary metadata), feed Markdown through docforge's **markdown importer** into the
+neutral model, edit live in its own Svelte shell (reusing the *wire contract*, not Go
+code), and export. The Go engine is reached over an HTTP veneer added at that point. This
+journey is the litmus test for §3's seams: **a new consumer adds resolvers + a transport,
+touches no engine internals.**
+
+---
+
+## §3 Module shape
+
+### 3.1 Package tree
+
+```
+pkg/docforge/
+  doc.go              // package doc (litigationplanner-style)
+  model.go            // neutral model: Document, Block, InlineSpan, Slot
+  template.go         // Template, TemplateSlot, Carrier
+  variables.go        // VariableResolver interface, VariableKey, ResolverSet, alias registry
+  bind.go             // binding engine: walk model, resolve slots, apply missing-marker policy
+  render.go           // RenderHTML (preview w/ data-var spans) — format-neutral entry
+  importer.go         // Importer interface
+  exporter.go         // Exporter interface
+  store.go            // TemplateStore interface (carrier bytes + slot persistence contract)
+  errors.go           // sentinel errors (ErrUnknownTemplate, ErrUnboundSlot, …)
+  placeholder.go      // placeholderRegex + substitution primitives (THE locked grammar)
+  types_wire_test.go  // locks the JSON wire shape consumed by the TS editor
+  docx/               // the .docx adapter — first importer + exporter
+    importer.go       // DocxImporter: parse .docx -> Carrier + detect/locate slots
+    exporter.go       // DocxExporter: (model + carrier + vars) -> .docx bytes  [today's compose+merge]
+    ooxml.go          // archive/zip + document.xml manipulation [today's submission_merge/compose internals]
+    md_to_ooxml.go    // Markdown -> OOXML runs [today's submission_md walker + the b78a984 fix]
+    dotm.go           // ConvertDotmToDocx [today's pre-pass]
+  markdown/           // markdown importer (input content; foreign-docx import is a later sibling)
+    importer.go       // parse Markdown -> neutral blocks
+```
+
+**What lives in docforge vs paliad:**
+
+| Concern | Home | Why |
+|---|---|---|
+| Neutral model, binding, preview-render | `docforge` | format-neutral core |
+| `VariableResolver` interface + `ResolverSet` | `docforge` | the seam m wants clean |
+| Placeholder grammar + substitution | `docforge` | shared invariant (§0.5.1) |
+| `.docx` importer + exporter, MD→OOXML walker | `docforge/docx` | first format adapter (ships *inside* the pkg, like litigationplanner's embedded snapshot) |
+| Markdown importer | `docforge/markdown` | input-format adapter |
+| Concrete resolvers (`project`, `parties`, `firm`, `user`, `today`, `deadline`, `procedural_event`) | **paliad** `internal/…` | they read paliad's DB/services |
+| `TemplateStore` impl (Postgres bytea) | **paliad** | docforge owns no tables |
+| Section / building-block model, submission codes | **paliad** | consumer-specific composition concepts |
+| HTTP handlers, editor UI, authoring page | **paliad** | wire + per-consumer UI |
+
+### 3.2 The neutral model + the carrier (resolving "intermediate, but lossless docx")
+
+```go
+// A Document is the format-neutral content model importers produce and exporters consume.
+type Document struct {
+    Blocks []Block
+}
+type Block struct {
+    Kind   BlockKind      // paragraph | heading | list_item | blockquote | section_marker
+    Style  string         // logical style key (mapped to a base stylemap on export)
+    Spans  []InlineSpan   // text runs (bold/italic/link) + Slots
+    // …list level, section key, etc.
+}
+type InlineSpan struct {
+    Text   string
+    Bold   bool
+    Italic bool
+    Link   string
+    Slot   *Slot          // non-nil => this span is a variable slot, not literal text
+}
+type Slot struct {
+    Key string             // e.g. "project.case_number" — the placeholder grammar key
+}
+```
+
+**The carrier keeps the lossless guarantee.** The uploaded `.docx` chrome
+(letterhead, styles, caption, signature) is **never round-tripped through `Document`**.
+It is held as an opaque `Carrier` (the original OOXML), and the exporter splices the
+rendered neutral content into the carrier's named anchors, then substitutes slots — exactly
+today's compose mechanism, now formalised:
+
+```go
+type Carrier struct {
+    Format string   // "docx"
+    Bytes  []byte   // original upload, preserved byte-for-byte outside anchor regions
+    Anchors []Anchor // {{#section:KEY}}…{{/section:KEY}} positions + slot positions
+}
+```
+
+So **two layers**: editable content = `Document` (neutral, format-pluggable); base chrome =
+`Carrier` (opaque, lossless). Foreign-docx *import as input content* (Q4) does parse into
+`Document` and **is inherently lossy** — flagged as a boundary (§8), distinct from the
+lossless export of *our* templates.
+
+### 3.3 The variable resolver seam (G3)
+
+```go
+// VariableResolver answers keys within one dotted namespace.
+type VariableResolver interface {
+    Namespace() string                         // e.g. "project"
+    Resolve(key string) (value string, ok bool)// ok=false => unknown key => missing marker
+    Keys() []VariableKey                        // catalogue for the palette + sidebar form
+}
+type VariableKey struct {
+    Key, LabelDE, LabelEN, Group string
+}
+
+// ResolverSet composes namespaced resolvers, registers canonical<->legacy aliases,
+// and offers BOTH a pull path (Resolve, used during binding) and a push path
+// (BuildBag, preserving today's resolved_bag/merged_bag wire).
+type ResolverSet struct{ /* … */ }
+func (s *ResolverSet) Resolve(key string) (string, bool)
+func (s *ResolverSet) BuildBag() map[string]string     // == today's PlaceholderMap
+func (s *ResolverSet) Catalogue() []VariableKey         // drives the data-driven form/palette
+func (s *ResolverSet) RegisterAlias(canonical, legacy string)
+```
+
+paliad's seven `addXxxVars` functions become seven resolver types implementing this
+interface. `BuildBag()` reproduces today's flat map exactly (alias parity tests pin it).
+`Catalogue()` kills the hardcoded `VARIABLE_GROUPS`/`VARIABLE_LABELS` in the TS bundle.
+**Resolver model = hybrid** (pull-capable interface, push-driven `BuildBag` default —
+inventor pick, §4 D-I1).
+
+### 3.4 Wire contract (Go ↔ TS) — preserved, locked by test
+
+The editor wire stays as-is; `types_wire_test.go` pins it:
+
+- `GET draft` → `{ draft, resolved_bag, merged_bag, preview_html, rule, parties, sections }`
+- preview HTML carries `<span class="draft-var" data-var="<key>">…</span>` (built by
+  docforge's `RenderHTML`, today's `emitTextWithDraftVars`).
+- `PATCH draft` ← `{ variables: PlaceholderMap, … }` (presence-tracked optional fields).
+- export/preview endpoints unchanged.
+- **New (authoring):** `POST /api/templates` (upload), `GET /api/templates/:id` (carrier
+  preview + slots), `POST /api/templates/:id/slots` (place slot), `GET /api/docforge/variables`
+  (the `Catalogue()`).
+
+---
+
+## §4 Decisions (m's picks, 2026-05-29)
+
+### Prose-grill resolutions (core metaphor)
+
+| # | Question | m's decision | Note |
+|---|---|---|---|
+| P1 | Cross-language sharing model | **Go pkg only; upc-kommentar out of scope for now, "reuse later somehow"** | Interfaces sized so an HTTP veneer is addable without rework. No service built. |
+| P2 | Intermediate model? | **Yes — but lossless for our .docx** | → carrier (opaque OOXML) + neutral Document (editable content). §3.2. |
+| P3 | Authoring slot mechanic | **(b) click-to-insert** | Upload → render → click/select → inject `{{…}}`. |
+| P4 | Input formats | **Markdown primary; foreign doc/docx import later** | Markdown importer first; foreign-docx import is lossy (§8). |
+| P5 | Editor sharing | **Build paliad's UI; extract generic UX into a UI package** | `frontend/src/lib/docforge-editor/`. |
+
+### Structured decisions
+
+| # | Decision | m's pick | Rationale / divergence |
+|---|---|---|---|
+| A1 | Authoring UX | **WYSIWYG inline** | Matches "insert variables into the document". Hardest part — render fidelity + click→run mapping — flagged §7. |
+| A2 | Template storage | **Postgres bytea (interface-backed)** | m leans (1); flagged Supabase Storage as viable. Resolved: behind a `TemplateStore` interface, bytea impl now, Supabase Storage a one-impl swap later. No schema churn either way. |
+| A3 | Versioning of existing drafts | **Snapshot at draft-create** | Lawyer's in-flight draft won't shift under them; matches today's section-seeding. |
+| A4 | Migration strategy | **Extract-in-place, then extend** | Lowest risk to the recent fixes — they move with their files + tests; behavior identical at each step. |
+| B1 | Package name | **`docforge`** | — |
+| B2 | Schema scope | **New generic tables** (`templates`, `template_slots`, `template_versions`) | Authoring is domain-neutral; submission_bases (Gitea/section_spec) stays for legacy bases with a converge path. |
+| B3 | UI package extraction | **Extract now** | Authoring reuses it this cycle — earns its keep, not speculative. |
+| B4 | Exporter pluggability | **Interface now, docx-only impl** | Cheap insurance; matches "pluggable for later". |
+
+### Inventor picks (m delegated — "whatever works best")
+
+| # | Pick | Reasoning |
+|---|---|---|
+| I1 | `VariableResolver` = pull-capable interface, push `BuildBag()` default | Preserves today's flat-map wire while enabling on-demand resolution + the `Catalogue()` that data-drives the form. |
+| I2 | `.docx` adapter ships **inside** `pkg/docforge/docx` | Mirrors litigationplanner shipping its embedded snapshot in-package; keeps the first adapter co-located with the engine it proves. |
+| I3 | Carrier-vs-Document split (§3.2) | Only way to satisfy "intermediate model" AND "lossless our .docx" simultaneously. |
+
+---
+
+## §5 Data model deltas (paliad-side — docforge owns none)
+
+**New tables** (additive; SQL drafted by the coder, not here):
+
+- **`paliad.templates`** — `id`, `slug`, `name_de/en`, `kind` (`'submission'` | generic),
+  `source_format` (`'docx'`), `firm`, `is_active`, `created/updated_by`, timestamps,
+  `current_version_id` FK.
+- **`paliad.template_versions`** — immutable snapshots: `id`, `template_id` FK,
+  `version` int, `carrier_blob` bytea (the `.docx`; or storage ref via `TemplateStore`),
+  `created_at`, `created_by`. Editing a template inserts a new version row.
+- **`paliad.template_slots`** — `id`, `template_version_id` FK, `slot_key` (the variable
+  key, e.g. `project.case_number`), `anchor` (position encoding — see flag below),
+  `label`, `order_index`. Versioned alongside the carrier.
+
+**Snapshot semantics (A3):** a draft pins `template_version_id`. Template edits create a
+new version; existing drafts keep their pinned version. *(Flag for coder: pin
+`template_version_id` on the draft vs. copy a `template_snapshot` jsonb onto the draft —
+both satisfy A3; the version-table approach is preferred for auditability but the coder
+picks based on query ergonomics.)*
+
+**Touched existing tables:**
+
+- `submission_drafts` — add nullable `template_version_id` for uploaded-template drafts;
+  **legacy `base_id` path preserved** (extract-in-place ⇒ no data migration of the 11
+  existing drafts; §0.5.8 fallback intact).
+- `submission_bases`, `submission_sections`, `submission_building_blocks` — **unchanged**.
+  They remain paliad consumer-specific concepts that map onto docforge's neutral model at
+  render time. submission_bases (Gitea-backed) coexists with the new uploaded-template
+  tables during transition; convergence is a later, separate task.
+
+**Slot anchor encoding (flag for coder):** how a `template_slots.anchor` records *where*
+in the carrier OOXML the slot sits (run index + offset, vs. a stable sentinel token
+injected into the carrier at authoring time). The sentinel-token approach is likely
+simpler and reuses the existing cross-run substitution machinery — resolve in
+implementation chat.
+
+---
+
+## §6 Migration plan (protects working code + the recent fixes)
+
+**Principle:** extract-in-place (A4). Each step **compiles, passes the moved tests, and
+leaves observable behavior identical.** The recent fixes travel *with their files*:
+
+- The **b78a984 underscore fix** → `pkg/docforge/docx/md_to_ooxml.go` (was
+  `submission_md.go` `parseInlineSpans`), `submission_md_test.go` moves alongside.
+- **`placeholderRegex`** → `pkg/docforge/placeholder.go`; its tests move.
+- **`data-var` / `emitTextWithDraftVars`** → `pkg/docforge/render.go` (`RenderHTML`);
+  wire test moves and is pinned in `types_wire_test.go`.
+- **Cross-run merge, `.dotm`→`.docx`, anchor splicing** → `pkg/docforge/docx/`; tests move.
+- **Building-block + section model, submission codes, the 7 concrete resolvers** stay in
+  `internal/` (consumer-specific) — now calling into docforge.
+
+**Safety rails per step:** (1) `go build ./...` green; (2) the moved test files green; (3)
+a golden-export check — generate a known draft before and after the step, assert byte-equal
+`.docx`; (4) the live preview HTML for a fixture draft is string-equal (the `data-var`
+contract). No step ships until all four hold.
+
+**What is explicitly NOT migrated:** the 11 pre-Composer drafts (`base_id IS NULL`) keep
+the v1 fallback render path; no auto-upgrade (§0.5.8).
+
+---
+
+## §7 Slice train
+
+Tracer-bullet vertical slices, each independently shippable. Slices 1–3 are pure
+behavior-preserving refactors (the risky-to-working-code part, front-loaded under golden
+checks); 4–7 build the new capability; 8 sets up the future.
+
+1. **Extract the docx engine** — move MD→OOXML walker, OOXML merge/compose, placeholder
+   grammar, `.dotm`→`.docx` into `pkg/docforge/{placeholder.go, render.go, docx/}`.
+   paliad's `submission_*` services become thin adapters. Golden-export + preview checks
+   green. *Protects b78a984, the regex, the data-var contract.*
+2. **Neutral model + binding** — introduce `Document`/`Block`/`Slot`/`Carrier` + `bind.go`;
+   refactor the docx exporter to consume the neutral model (sections → blocks → OOXML
+   spliced into carrier). Behavior identical (golden checks).
+3. **`VariableResolver` interface** — refactor the 7 `addXxxVars` into resolver types +
+   `ResolverSet`; `BuildBag()` reproduces today's map (alias-parity tests pin it);
+   `Catalogue()` exposed. Frontend form switched to consume `Catalogue()` (kills hardcoded
+   `VARIABLE_GROUPS`).
+4. **Template store + schema** — `templates`/`template_versions`/`template_slots` +
+   Postgres-bytea `TemplateStore` impl. No UI yet. Additive migrations.
+5. **UI package extraction** — pull generic plumbing (debounced autosave, data-var wiring,
+   preview/export round-trip, focus preservation, sticky collapse) into
+   `frontend/src/lib/docforge-editor/`; submission editor consumes it. Refactor, behavior
+   identical.
+6. **Authoring page** — upload `.docx` → docforge docx-importer → WYSIWYG render → select
+   text → pick variable from `Catalogue()` palette → inject slot (writes
+   `template_slots` + new `template_version`). Reuses the UI package + docforge importer.
+   *(v1: body-paragraph text slots only.)*
+7. **Generation on uploaded templates** — generation page picks an uploaded template
+   (`template_version_id` path) alongside legacy bases; snapshot-at-create; data-bind +
+   manual edit + export via docforge. Legacy base path still works.
+8. **Markdown importer + exporter-interface finalisation** — `docforge/markdown` importer
+   as input; `Exporter` interface locked (docx-only impl). Sets up future formats +
+   eventual upc-kommentar reuse.
+
+**Flagged follow-ups (post-train, separate tasks):** slots in headers/footers/tables;
+foreign-docx import fidelity; the HTTP veneer + a TS consumer; submission_bases →
+templates convergence; auto-upgrade of pre-Composer drafts.
+
+---
+
+## §8 Out of scope
+
+- **Implementation, migration SQL, code.** PRD only.
+- **upc-kommentar as a live consumer** — deferred; abstractions sized for it, nothing built.
+- **An HTTP service veneer** — addable later without engine rework; not now.
+- **Formats beyond `.docx`** — `Exporter` interface defined (B4), only the docx impl built.
+- **Lossless import of *foreign* `.docx`** — our own templates export losslessly via the
+  carrier; importing an arbitrary third-party Word doc as input content is best-effort and
+  inherently lossy. Distinct guarantee.
+- **Multi-user concurrent editing** of one draft.
+- **Re-proposing the current `submission_*.go` shape** — the point is to extract + clean it.
+- **Slots outside body paragraphs** (headers/footers/tables/text-boxes) in authoring v1.
+
+---
+
+## Appendix — open flags for the coder (resolve in implementation chat)
+
+1. **Slot anchor encoding** — run-index+offset vs. injected sentinel token (§5). Lean
+   sentinel.
+2. **Snapshot mechanism** — pinned `template_version_id` vs. `template_snapshot` jsonb on
+   the draft (§5). Lean version-pin.
+3. **Authoring render fidelity** — reuse the existing lossy `docXMLToHTML` preview for the
+   WYSIWYG surface, or invest in higher fidelity. Lean reuse for v1, accept that
+   complex layouts render approximately while slots still anchor correctly.
+4. **Storage backend** — Postgres bytea now; Supabase Storage is a clean `TemplateStore`
+   swap if template volume/size grows.

docs/plans/prd-filename-generator-2026-06-01.md

@@ -0,0 +1,354 @@
+# PRD — Composable Name/Filename Generator Engine
+
+**Task:** t-paliad-355 · **Author:** leibniz (inventor) · **Date:** 2026-06-01
+**Status:** DESIGN — awaiting head go/no-go on coder shift
+**Builds on:** t-paliad-352 / m/paliad#155 (draft title), t-paliad-354 (export filename, merged `94adeeb`)
+**Related:** `docs/plans/prd-docforge-2026-05-29.md` (doc-generation engine — a future naming consumer)
+
+---
+
+## § m's decisions (2026-06-01)
+
+All eight grilling questions answered; every pick matched the inventor recommendation.
+
+**Batch 1 — model:**
+- Q1 (Composition model): **Structured segments + string shorthand.** Canonical model is an ordered segment list with per-segment missing-rules; a token-template string is an optional authoring shorthand that compiles to segments.
+- Q2 (v1 precedence): **System → Firm → User → per-document.** Mirrors the existing dashboard-layout chain exactly. Project-level deferred to v1.1.
+- Q3 (Engine depth): **Reusable engine, wire 3 known consumers.** Real engine now; only draft-title, submission-.docx, and the non-project fix are wired. Other surfaces register as known artifacts but keep current code.
+- Q4 (Non-project name): **`<date> <keyword>`**, falling back to `Entwurf N` only when no type context exists.
+
+**Batch 2 — concrete:**
+- Q5 (Missing-rule set): **omit + placeholder + literal**, per segment.
+- Q6 (Date semantics): **Render-time "today", Europe/Berlin, `YYYY-MM-DD`.**
+- Q7 (Settings UX): **Live-preview string field on `/settings`** + clickable `{token}` palette. Missing-rules use defaults (not user-editable in v1).
+- Q8 (Artifact scope): **2 submission artifacts (`submission_draft_title`, `submission_docx_filename`) + extensible registry.** docforge-export, data-zip, projection-slug registered as known artifacts but unwired in v1.
+
+These are necessary for a coder shift, **not** sufficient — the head still gates whether/who/when to implement (inventor→coder rule).
+
+---
+
+## §0 Premises (verified against the live system, 2026-06-01)
+
+| # | Premise | How verified |
+|---|---------|--------------|
+| P1 | Draft title = `<date> <client> ./. <forum> ./. <opponent>`, project-bound only, missing segments dropped-with-separator. | Read `internal/services/submission_autoname.go` (`AutoSubmissionTitle`). |
+| P2 | Non-project drafts fall back to `Entwurf N` / `Draft N` counter. | Read `submission_draft_service.go` `newDraftName`/`Create`. |
+| P3 | Export filename = `<date> <keyword> (<case | "Az. folgt">).docx`; keyword overridable per-draft via `composer_meta.filename_keyword`. | Read `internal/handlers/submissions.go` `submissionFileName` + `submissionFilenameKeyword`. |
+| P4 | Sanitiser `SanitiseSubmissionFileName` folds umlauts, maps `/\:*?<>|`→`_`, strips `"'`, **preserves spaces/parens**. Lives in `pkg/docforge/docx/dotm.go`, re-exported via `services.SanitiseSubmissionFileName` (`docforge_shims.go`). | Read `pkg/docforge/docx/dotm.go`. |
+| P5 | `DashboardLayoutSpec` is a production precedent for a validated jsonb spec: code `FactoryDefaultLayout` → admin `firm_dashboard_default` (db row id=1) → per-user `user_dashboard_layouts`, with `Validate()` (write) + `SanitizeForRead()` (read). | Read `dashboard_layout_spec.go`, `firm_dashboard_default_service.go`. |
+| P6 | `users.email_preferences jsonb` (per-user bag) and `projects.metadata jsonb` exist live. No dedicated `user_preferences` table — migration 017 only added the `email_preferences` column. | `information_schema.columns` query on live `paliad` schema. |
+| P7 | Draft titles are de-duplicated at create time via `uniqueDraftName` (appends a counter on collision). | Read `newDraftName`. |
+
+**Doc-is-the-bug flags raised:** none. The two shipped behaviours are exactly as the task described; `projects.metadata` exists so a project-level override needs no new column when v1.1 arrives (only a documented sub-key).
+
+---
+
+## §1 The problem
+
+Two one-off naming functions shipped in successive tasks (#155, 354). Each hardcodes: a date format, an ordered set of segments, a separator, and a missing-value policy. m wants to stop re-deriving this per feature — "we will need a filename generator more often later on" — and to expose **defaults / compositions** as a **user (and maybe project) setting**. Plus one immediate gap: non-project drafts get no date-led name.
+
+The design must:
+1. Extract a **reusable composition engine** that renders a name from (template, variable-bag, render-target).
+2. Reproduce **both shipped schemes byte-for-byte** as seed defaults (no behaviour regression).
+3. Add **settings** with a clean precedence chain, built **on** the dashboard-spec pattern (P5), not beside it.
+4. Fix the **non-project** gap inside the engine, not as another special case.
+
+---
+
+## §2 The engine
+
+A new package **`pkg/nomen`** (Latin *nomen* = "name"; firm-agnostic, sits beside `pkg/docforge`). Pure, dependency-light, table-testable. No DB, no HTTP — consumers resolve variables and hand them in, exactly as `AutoSubmissionTitle` is pure today.
+
+> **FLAG (coder + m):** package name `nomen` is the inventor pick. Alternatives: `pkg/naming`, `internal/services/namegen`. Pick at implementation; nothing downstream depends on the name.
+
+### 2.1 Core types (interface sketch — not final Go)
+
+```go
+package nomen
+
+// Segment is one piece of a composition: a variable reference, the
+// separator that precedes it, and what to do when the variable resolves
+// empty.
+type Segment struct {
+    Var     string      // key into the variable catalog, e.g. "date", "keyword"
+    Sep     string      // TRAILING separator: emitted AFTER this segment iff a
+                        // later segment also emits. The last emitted segment's
+                        // Sep is never used. (See Slice-1 note below.)
+    Wrap    [2]string   // optional surrounding literals, e.g. {"(", ")"} for case-no.
+    Missing MissingRule // omit | placeholder | literal
+}
+
+type MissingRule struct {
+    Kind  MissingKind // KindOmit | KindPlaceholder | KindLiteral
+    Value string      // placeholder/literal text (e.g. "Az. folgt"); ignored for omit
+}
+
+// Composition is the canonical, validated model.
+type Composition struct {
+    Version  int       // schema version (start at 1)
+    Segments []Segment
+}
+
+// VarResolver yields a variable's value for one render. Returns ("", false)
+// when the variable is unavailable in this context (→ Missing rule applies).
+type VarResolver func(key string) (string, bool)
+
+// RenderTarget post-processes the assembled string (sanitisation, suffix).
+type RenderTarget interface {
+    Name() string                 // "title" | "filename"
+    Transform(assembled string) string
+}
+
+func (c Composition) Render(resolve VarResolver, target RenderTarget) string
+func (c Composition) Validate(catalog VarCatalog) error
+```
+
+> **Implementation note (Slice 1, 2026-06-01 — `Sep` is trailing, not leading).**
+> This PRD originally sketched `Sep` as the separator emitted *before* a
+> segment. During Slice 1 that model proved unable to reproduce #155
+> byte-for-byte: the existing test `"no client — client segment omitted"`
+> requires `2026-05-31 UPC ./. Novartis Pharma` — the date must join the
+> *forum* with a single space when the client is absent, while the
+> forum-to-opponent join stays ` ./. `. A separator owned by the right-hand
+> segment would need two different values for the same segment depending on
+> what was omitted before it. Making the separator **trailing** (owned by
+> the left-hand segment) is the minimal faithful fix: the date's trailing
+> ` ` is used whenever any identity segment follows, and each party's
+> trailing ` ./. ` is used whenever another party follows. All shipped
+> #155/354 tests pass unchanged. Implemented in `pkg/nomen/nomen.go`; the
+> realised `RenderTarget` also splits `Transform` into `SanitiseValue`
+> (per-variable) + `Finalise` (whole-string + suffix) per §2.3.
+
+### 2.2 Render algorithm (reproduces both shipped schemes)
+
+For each segment, in order:
+1. `val, ok := resolve(seg.Var)`.
+2. If `!ok || strings.TrimSpace(val) == ""`, apply `seg.Missing`:
+   - `KindOmit` → segment contributes nothing (and its `Sep` is suppressed).
+   - `KindPlaceholder` → `val = seg.Missing.Value` (treated as present).
+   - `KindLiteral` → `val = seg.Missing.Value` (same as placeholder; distinct *intent* in the model — "this is a fixed label", not "this is a stand-in for missing data" — so the settings UI can word them differently and future policy can diverge).
+3. If the segment emits, prepend `seg.Sep` **iff at least one segment already emitted** (kills the leading-separator problem the #155 code solves by hand), then wrap with `seg.Wrap`.
+4. Concatenate.
+5. `target.Transform(assembled)` runs once on the whole string.
+
+**Separator suppression** is the generalisation of #155's "drop segment + its leading separator". **Placeholder** is the generalisation of 354's `(Az. folgt)`.
+
+### 2.3 Render targets
+
+The **same** `Composition` renders to different targets:
+
+| Target | `Transform` | Used by |
+|--------|-------------|---------|
+| `TitleTarget` | identity (spaces, umlauts, ` ./. ` all valid in a human title) | `submission_draft_title` |
+| `FilenameTarget{ext: ".docx"}` | per-segment-aware: applies `services.SanitiseSubmissionFileName` to **variable values** (not the frame — preserve the spaces/parens/wrap), then appends `ext`. | `submission_docx_filename` |
+
+> **Design note — where sanitisation runs.** 354 sanitises *each variable value* but keeps the assembled frame (`<date> <kw> (<case>)`) intact. To preserve that exactly, the `FilenameTarget` is **not** a dumb whole-string transform — the engine sanitises each resolved variable value *before* assembly when the target requests it, and the target only appends the extension at the end. So `RenderTarget` gains one more hook:
+
+```go
+type RenderTarget interface {
+    Name() string
+    SanitiseValue(v string) string  // per-variable; identity for TitleTarget
+    Finalise(assembled string) string // whole-string; appends ".docx" for filename
+}
+```
+
+This is the one subtlety that makes the engine faithful to 354. Both shipped schemes drop out of `(Composition, VarResolver, RenderTarget)` with no special-casing.
+
+### 2.4 Variable catalog
+
+A `VarCatalog` is an extensible registry: `key → VarDef{ Label, LabelEN, Description, Group }`. The catalog is **metadata only** (for validation + the settings palette); **values** come from the per-render `VarResolver` the consumer supplies. This keeps the engine pure — a consumer registers which keys it can resolve, the engine validates a composition only references known keys.
+
+v1 catalog (the union of what the two schemes need + obvious near-neighbours):
+
+| key | meaning | resolver source (submission consumer) |
+|-----|---------|----------------------------------------|
+| `date` | render-time today, Europe/Berlin, `YYYY-MM-DD` | engine-provided default resolver (see §2.5) |
+| `keyword` | document/submission type; user-overridable | `composer_meta.filename_keyword` → rule name (lang-aware) → "submission" |
+| `case_number` | project Aktenzeichen | `project.CaseNumber` |
+| `client` | root-ancestor client name | project-tree walk (existing `autoNameForProject`) |
+| `forum` | short forum label (UPC/EPA/LG/…) | `submissionForumShort(pt)` (existing) |
+| `opponent` | primary opposing party name | `submissionOpponentName(parties, ourSide)` (existing) |
+
+Registered-but-deferred keys (declared so compositions can reference them, resolvers added when a consumer needs them): `proceeding`, `lang`, `client_matter`, `project_name`, `draft_counter`.
+
+**Extensibility contract:** a new consumer (e.g. docforge export) builds its own `VarCatalog` subset + `VarResolver` and registers an artifact (§4). It never edits the engine.
+
+### 2.5 The `date` resolver
+
+The engine ships a default `date` resolver: `time.Now()` → `Europe/Berlin` → `Format("2006-01-02")`. This is the **one** variable the engine resolves itself (both shipped schemes compute it identically), so a consumer that only wants the standard date doesn't re-implement it. A consumer may override `date` in its resolver (e.g. a created-at date) — but v1 does not.
+
+---
+
+## §3 Settings & precedence
+
+### 3.1 Precedence chain (v1)
+
+Resolution order for a given artifact, **first hit wins**:
+
+```
+per-document override  →  user override  →  firm default  →  system default
+   (highest priority)                                        (always present)
+```
+
+- **System default** — code-resident, per artifact. The seed `Composition` literals (§5). Always exists; nothing can delete it.
+- **Firm default** — optional admin-set row, mirrors `firm_dashboard_default` (P5). A firm can mandate a house naming convention. Cleared → reverts to system.
+- **User override** — per-user, stored in a jsonb bag keyed by artifact id. Absent key → fall through.
+- **Per-document override** — the **already-shipped** `composer_meta.filename_keyword`, generalised to a `composer_meta.name_overrides` map of `{var → value}` (back-compat: `filename_keyword` reads as `name_overrides.keyword` for the filename artifact). This is a *variable-value* override, not a *composition* override — the user is replacing one token's value for one document, not redefining the template.
+
+> **Why per-document is a value override, not a template override:** the shipped "Stichwort" editor lets a lawyer change *what the keyword is* for one draft, not *the shape of the name*. Keeping per-document as value-only avoids giving every draft its own editable template (scope creep) while preserving the shipped UX exactly.
+
+### 3.2 Storage
+
+| Level | Where | Shape |
+|-------|-------|-------|
+| System | Go code (`nomen` consumer package) | `Composition` literals |
+| Firm | **new** `paliad.firm_name_compositions` (id=1 singleton, mirrors `firm_dashboard_default`) | `jsonb`: `{ artifact_id: Composition }` map, validated |
+| User | **new column** `paliad.users.name_compositions jsonb NOT NULL DEFAULT '{}'` (mirrors `email_preferences`) | `{ artifact_id: Composition }` map |
+| Per-document | **existing** `submission_drafts.composer_meta` | `{ name_overrides: { var: value } }` (supersedes flat `filename_keyword`) |
+
+A `NameCompositionSpec` type gets `Validate()` (write — references-known-vars, known-artifact, ≤ N segments) and `SanitizeForRead()` (read — drop segments referencing dropped vars, clamp version), exactly like `DashboardLayoutSpec`. This is the closest existing analog and the pattern is copy-shaped.
+
+> **Project-level (v1.1, deferred):** when it lands, it slots between user and firm (`per-document → user → project → firm → system`) and stores under a documented `projects.metadata.name_compositions` sub-key — **no migration needed** (P6: column exists). The "project vs user, who wins?" call (Q2) is deferred with it; the v1.1 default is **user wins** (a lawyer's personal convention beats a matter's), but that's a v1.1 decision, flagged here so v1 storage doesn't preclude it.
+
+---
+
+## §4 Artifact registry
+
+An **artifact** is a named thing that gets a name: it binds a default composition, an allowed-variable subset, and a render target.
+
+```go
+type Artifact struct {
+    ID            string        // "submission_draft_title", "submission_docx_filename"
+    Label         string        // for the settings UI
+    Catalog       VarCatalog    // which variables are available here
+    Target        RenderTarget  // title vs filename
+    SystemDefault Composition   // the seed (§5)
+}
+```
+
+v1 registry (`internal/services/namegen` — the paliad-side wiring; `pkg/nomen` stays pure):
+
+| Artifact ID | Target | Wired in v1? |
+|-------------|--------|--------------|
+| `submission_draft_title` | title | **yes** |
+| `submission_docx_filename` | filename `.docx` | **yes** |
+| `docforge_export` | filename | registered, **unwired** (opts in when docforge ships) |
+| `data_zip_export` | filename `.zip` | registered, **unwired** (keeps `ExportFilename` shape) |
+| `projection_slug` | slug | registered, **unwired** |
+
+Registering-but-not-wiring means: the artifact ID exists in the catalog so the settings UI *could* list it and a composition *could* be stored, but the consumer still calls its current code path until a follow-up task flips it. No dead behaviour, no speculative resolver code.
+
+> **`data_zip_export` note:** `ExportFilename` (`paliad-export-project-<slug>-<short>-<ts>.zip`) is deliberately machine-shaped (UTC timestamp, uuid disambiguator) — it is **not** a legal title and should **not** inherit the legal-composition defaults. It is registered for *discoverability*, but its eventual opt-in would use a distinct catalog (slug/timestamp/uuid vars), confirming the engine generalises beyond the legal-title model without forcing that model on it.
+
+---
+
+## §5 Seed defaults (the two shipped schemes, as data)
+
+### 5.1 `submission_draft_title` (reproduces `AutoSubmissionTitle`, #155)
+
+```
+Segments:
+  { Var: "date",     Sep: "",      Missing: omit }
+  { Var: "client",   Sep: " ",     Missing: omit }
+  { Var: "forum",    Sep: " ./. ", Missing: omit }
+  { Var: "opponent", Sep: " ./. ", Missing: omit }
+Target: TitleTarget
+```
+
+- All-omit + separator-suppression reproduces "drop empty segment with its leading separator".
+- `date` with `Sep: ""` and the others' first-emitted-suppresses-Sep rule yields `2026-05-31 Bayer AG ./. UPC` when opponent is empty — identical to today.
+- Non-project draft: `client`/`forum`/`opponent` resolve `("", false)` → all omitted → renders bare `<date>`. **This is the non-project fix** (§6).
+
+### 5.2 `submission_docx_filename` (reproduces `submissionFileName`, 354)
+
+```
+Segments:
+  { Var: "date",        Sep: "",  Missing: omit }
+  { Var: "keyword",     Sep: " ", Missing: literal("submission") }
+  { Var: "case_number", Sep: " ", Wrap: {"(", ")"},
+                                  Missing: placeholder("Az. folgt") }
+Target: FilenameTarget{ext: ".docx"}
+```
+
+- `keyword` missing → `literal("submission")` reproduces the `kw == "" → "submission"` fallback.
+- `case_number` missing → `placeholder("Az. folgt")`, wrapped in parens → `(Az. folgt)`.
+- `FilenameTarget` sanitises each value via `SanitiseSubmissionFileName`, preserves the frame, appends `.docx`. Output identical to 354.
+
+**Faithfulness test (acceptance gate):** golden-file table tests assert the engine's output is byte-equal to the current `AutoSubmissionTitle` / `submissionFileName` across the existing test matrix (with/without opponent, with/without case-number, en/de, umlaut folding). The shipped funcs become thin wrappers over the engine, or are deleted once call-sites move.
+
+---
+
+## §6 The non-project fix
+
+Currently `newDraftName` only calls `autoNameForProject` when `project != nil`; otherwise `nextDraftName` → `Entwurf N`. Under the engine:
+
+- A non-project draft renders `submission_draft_title` with a resolver where `client/forum/opponent` are all `("", false)` → composition degrades to `<date>`.
+- Per Q4, the default gains a `keyword` segment so non-project drafts read **`<date> <keyword>`** where `keyword` = submission/document type if the draft has a `submission_code` that maps to a rule, else falls back.
+- **Fallback when no keyword context:** if `keyword` also resolves empty (project-less draft with no `submission_code`/rule), the title degrades to `<date> Entwurf N` — `Entwurf N` enters as the `keyword` segment's `literal` fallback **with** the existing counter, so uniqueness is preserved via `uniqueDraftName` (P7).
+
+> **FLAG (coder):** confirm whether project-less drafts (t-paliad-243) carry a `submission_code`. If yes, `keyword` derives from the rule like the project path. If no, the `literal("Entwurf N")` fallback is the norm and non-project names read `<date> Entwurf N` — still satisfies "date first there" (m's ask). Resolve in implementation; both paths are handled by the same composition.
+
+The non-project title is the **same** `submission_draft_title` artifact — not a separate composition. Degradation is data-driven, not a code branch. This is the payoff of the engine: the gap closes by *removing* the `project != nil` special-case, not adding another.
+
+---
+
+## §7 Settings UX (v1)
+
+A section on the existing `/settings` page (017 surface):
+
+- **Per artifact** (v1 lists the 2 wired ones): a single-line **token-template string** field, e.g. `{date} {keyword} ({case_number})`.
+- A **token palette**: clickable chips (`{date}` `{client}` `{forum}` `{opponent}` `{keyword}` `{case_number}`) insert at cursor. Chips show the localised label (DE primary / EN secondary).
+- A **live preview** rendered against a **sample project** (fixed fixture: client "Bayer AG", forum "UPC", opponent "Sandoz", case "UPC_CFI_123/2026", today's date) so the user sees the result instantly — and a second preview line with empties so they see the missing-rule behaviour.
+- **Reset to firm/system default** button (mirrors the dashboard "reset layout").
+
+**String ⇄ segments:** the field is the *shorthand* (Q1). A small parser compiles `{var}` tokens + surrounding literals into `Segments` (separators = the literal runs between tokens; `(…)` around a token → `Wrap`). Missing-rules are **not** in the string (Q7) — they come from the system default for that var and are not user-editable in v1. So a user can reorder/drop/re-add tokens and change literals, but can't (yet) flip case-number from placeholder to omit. That's a deliberate v1 boundary; the structured model already supports it, the UI just doesn't expose it.
+
+> Parser edge: a `{token}` the catalog doesn't know → inline validation error ("Unknown variable {foo}"), preview shows nothing, save disabled. Mirrors `DashboardLayoutSpec.Validate` rejecting unknown widget keys.
+
+---
+
+## §8 Slice train
+
+Sliced so a **tracer bullet** ships value before the settings UI exists.
+
+- **Slice 1 — Engine + faithful refactor (no behaviour change).**
+  `pkg/nomen` (types, render, targets, catalog) + `internal/services/namegen` (artifact registry + the 2 seed compositions + resolvers built from existing `submission_autoname.go` helpers). Re-point `AutoSubmissionTitle` and `submissionFileName` call-sites at the engine. **Acceptance:** §5 golden-file byte-equality; all existing #155/354 tests green unchanged. *No user-visible change — this is the safety net.*
+- **Slice 2 — Non-project date-first (§6).**
+  Remove the `project != nil` special-case in `newDraftName`; non-project drafts render `submission_draft_title`. **Acceptance:** project-less draft gets `<date> <keyword>` (or `<date> Entwurf N` fallback); existing project drafts unchanged. *First user-visible win, m's immediate ask.*
+- **Slice 3 — Precedence: system → user (per-document already shipped).**
+  `users.name_compositions jsonb` column + `NameCompositionSpec` (`Validate`/`SanitizeForRead`) + resolution that prefers a user override over the system default. Generalise `composer_meta.filename_keyword` → `name_overrides.keyword` (back-compat read). *No UI yet — overrides settable via API/test.*
+- **Slice 4 — Settings UX (§7).**
+  `/settings` token-template field + palette + live preview for the 2 wired artifacts. *User can now customise.*
+- **Slice 5 — Firm default.**
+  `firm_name_compositions` singleton + admin surface, mirroring `firm_dashboard_default`. Slots into precedence below user. *Firm-wide convention.*
+
+Slices 1–2 are the tracer bullet (engine proven on shipped behaviour + the gap closed). 3–5 layer settings without re-touching the engine.
+
+---
+
+## §9 Out of scope (this PRD)
+
+- Implementation, migration SQL drafting, Go code.
+- Re-litigating #155 / 354 behaviour — they are the seed defaults, reproduced not redesigned.
+- **Project-level** compositions (v1.1; storage path reserved in §3.2, precedence call deferred).
+- Wiring `docforge_export`, `data_zip_export`, `projection_slug` — registered, not migrated (each is its own follow-up when the surface needs it).
+- Naming for non-doc-generation strings across the app.
+- User-editable **missing-rules** in the settings UI (model supports it; UI deferred past v1).
+
+---
+
+## §10 Open questions (historical record — resolved in § m's decisions)
+
+1. Composition representation — token-string vs structured-segments vs both. → **Q1: structured + string shorthand.**
+2. v1 precedence levels. → **Q2: system → firm → user → per-document.**
+3. Generalisation depth (YAGNI vs engine-now). → **Q3: reusable engine, 3 consumers wired.**
+4. Non-project default name. → **Q4: `<date> <keyword>`.**
+5. Missing-rule policy set. → **Q5: omit + placeholder + literal.**
+6. Date semantics. → **Q6: render-time today, Europe/Berlin, `YYYY-MM-DD`.**
+7. Settings UX shape. → **Q7: live-preview string field + palette.**
+8. Artifact registry scope. → **Q8: 2 submission artifacts + extensible registry.**
+
+**Remaining FLAGs for the coder (not blocking design approval):**
+- Package name `pkg/nomen` (vs `naming`/`namegen`) — implementation pick.
+- Whether project-less drafts carry a `submission_code` (decides `keyword` source in §6).
+- `name_overrides` back-compat read of the existing `filename_keyword` key — confirm the one shipped draft-keyword row migrates cleanly (live round-trip test, like t-paliad-354's).

docs/plans/prd-procedures-litigation-planner-2026-05-27.md

@@ -509,14 +509,14 @@ Helper function `paliad.can_see_scenario(scenario_id)` mirrors the existing `pal
   Transaction:
     1. INSERT into paliad.projects (carrying step-2 + step-3 payloads, + scenario notes)
        SET origin_scenario_id = <scenario.id>
-    2. INSERT into paliad.project_parties from step-2 payload
+    2. INSERT into paliad.parties from step-2 payload
     3. For each scenario_proceeding (depth-first, parent before child):
        a. INSERT scenario_flags as projects.scenario_flags (parent-level only;
           children become sub-projects via parent_project_id)
        b. For each filed scenario_event: INSERT paliad.deadlines row with
           status='done', completed_at=actual_date, audit_reason='via Litigation Builder promotion'
        c. For each planned scenario_event: INSERT paliad.deadlines row with
-          status='open', due_date=computed (or actual_date override)
+          status='pending', due_date=computed (or actual_date override)
        d. Skipped events: not inserted (no deadline row)
     4. UPDATE paliad.scenarios SET status='promoted', promoted_project_id=<new>
     5. Navigate to /projects/<new>
@@ -636,7 +636,7 @@ Dead code to delete (verify with grep before deletion):
 - `frontend/src/client/verfahrensablauf.ts` (replaced by builder.ts orchestration)
 - `frontend/src/client/views/verfahrensablauf-state.ts` (replaced by scenario-backed state)
 - `frontend/src/client/views/verfahrensablauf-state.test.ts`
-- `frontend/src/client/verfahrensablauf-detail-mode.ts` (replaced by per-triplet Detailgrad)
+- ~~`frontend/src/client/verfahrensablauf-detail-mode.ts`~~ — KEEP. Builder imports `filterByDetailMode` from it; per-triplet Detailgrad reuses this module.
 - Existing scratch tab content in `frontend/src/client/procedures.ts` (4-tab toggling logic, mode routing)
 
 **Kept**:

exports/gen-deadline-list.py

@@ -0,0 +1,280 @@
+#!/usr/bin/env python3
+"""Generate a markdown deadline-list export for UPC PA training (work/head delegation #2572).
+
+Sorts by proceeding-type display_order then sequence_order. Sections by proceeding.
+
+t-paliad-348 / yoUPC#178 update: matches the engine's `IncludeOptional=false`
+default (`pkg/litigationplanner/engine.go`). Optional rules (priority='optional')
+are SUPPRESSED by default so the manuscript shows the same "naked proceeding
+backbone" the UI now renders. Pass `--include-optional` to opt back in for an
+exhaustive catalog dump.
+
+Usage:
+    uv run exports/gen-deadline-list.py [--include-optional] [-o OUT]
+"""
+# /// script
+# requires-python = ">=3.10"
+# dependencies = ["psycopg2-binary"]
+# ///
+import argparse
+import os
+import sys
+from datetime import date
+from pathlib import Path
+
+import psycopg2
+import psycopg2.extras
+
+DSN = os.environ.get(
+    "PALIAD_DEADLINE_EXPORT_DSN",
+    "postgres://postgres:rpsak3yf4lu1izgefx9p9xweg3qroojw@100.99.98.201:11833/postgres?sslmode=disable",
+)
+
+# `priority` filter is wired at the SQL level (not post-filter in Python) so
+# the row counter in the markdown header reflects what's actually in the
+# manuscript — matching what the lawyer sees on /tools/procedures.
+SQL_TEMPLATE = """
+SELECT
+  pt.code AS pt_code,
+  pt.display_order,
+  COALESCE(pt.name_en, pt.name) AS pt_label_en,
+  pt.name AS pt_label_de,
+  COALESCE(pe.name_en, pe.name) AS event_en,
+  pe.name AS event_de,
+  sr.duration_value,
+  sr.duration_unit,
+  sr.timing,
+  sr.alt_duration_value,
+  sr.alt_duration_unit,
+  sr.combine_op,
+  sr.rule_code,
+  COALESCE(te.name, te.name_de) AS trigger_label,
+  te.code AS trigger_code,
+  sr.primary_party,
+  sr.is_court_set,
+  sr.is_spawn,
+  sr.priority,
+  sr.deadline_notes_en,
+  sr.deadline_notes,
+  sr.condition_expr,
+  sr.sequence_order
+FROM paliad.sequencing_rules sr
+JOIN paliad.procedural_events pe ON pe.id = sr.procedural_event_id
+LEFT JOIN paliad.proceeding_types pt ON pt.id = sr.proceeding_type_id
+LEFT JOIN paliad.trigger_events te ON te.id = sr.trigger_event_id
+WHERE sr.lifecycle_state = 'published'
+  AND sr.is_active = true
+  AND pt.id IS NOT NULL
+  {priority_filter}
+ORDER BY pt.display_order NULLS LAST, pt.code, sr.sequence_order NULLS LAST, sr.rule_code, pe.name;
+"""
+
+
+def format_frist(duration_value, duration_unit, timing, alt_value, alt_unit, combine_op):
+    """Format the deadline duration cleanly."""
+    if duration_value is None or duration_unit is None:
+        return ""
+    unit_map = {
+        "days": "d",
+        "weeks": "w",
+        "months": "M",
+        "years": "y",
+        "calendar_days": "CD",
+        "working_days": "WD",
+    }
+    unit = unit_map.get(duration_unit, duration_unit)
+    main = f"{duration_value} {unit}"
+    if alt_value is not None and alt_unit is not None:
+        alt_unit_short = unit_map.get(alt_unit, alt_unit)
+        op = combine_op or "or"
+        main = f"{main} {op} {alt_value} {alt_unit_short}"
+    if timing == "before":
+        main = f"{main} before"
+    elif timing == "after":
+        main = f"{main} after"
+    return main
+
+
+def format_party(primary_party, is_court_set):
+    if is_court_set:
+        return "court-set"
+    if primary_party == "claimant":
+        return "claimant"
+    if primary_party == "defendant":
+        return "defendant"
+    if primary_party == "both":
+        return "either"
+    if primary_party == "court":
+        return "court"
+    return primary_party or "—"
+
+
+def detect_r94(notes_en, notes_de):
+    """Flag R.9.4 non-extendable from notes text (heuristic — no DB field)."""
+    blobs = " ".join(filter(None, [notes_en or "", notes_de or ""])).lower()
+    if "r.9.4" in blobs or "r 9.4" in blobs or "r9.4" in blobs:
+        return "✗"
+    if "non-extendable" in blobs or "nicht verlängerbar" in blobs or "nicht verlaengerbar" in blobs:
+        return "✗"
+    return ""
+
+
+def conditional_marker(condition_expr):
+    if condition_expr in (None, "", {}):
+        return ""
+    # condition_expr is JSONB → returns dict
+    if isinstance(condition_expr, dict):
+        if "flag" in condition_expr:
+            return f"if `{condition_expr['flag']}`"
+        if condition_expr.get("op") == "and" and "args" in condition_expr:
+            flags = [a.get("flag", "?") for a in condition_expr["args"]]
+            return "if " + " & ".join(f"`{f}`" for f in flags)
+        if condition_expr.get("op") == "or" and "args" in condition_expr:
+            flags = [a.get("flag", "?") for a in condition_expr["args"]]
+            return "if " + " | ".join(f"`{f}`" for f in flags)
+    return "cond"
+
+
+def md_escape(s):
+    if s is None:
+        return ""
+    return str(s).replace("|", "\\|").replace("\n", " ")
+
+
+def render(rows, *, include_optional: bool, generated_for: str) -> str:
+    by_pt = {}
+    for r in rows:
+        key = (r["display_order"] or 9999, r["pt_code"], r["pt_label_de"], r["pt_label_en"])
+        by_pt.setdefault(key, []).append(r)
+
+    out = []
+    today = date.today().isoformat()
+    out.append(f"# UPC + DE/EP Deadline Catalog — Stand {today}")
+    out.append("")
+    out.append(f"Source: `paliad.sequencing_rules` (lifecycle_state=published, is_active=true).")
+    out.append(f"Generated for {generated_for}. {len(rows)} rules across {len(by_pt)} proceedings.")
+    if include_optional:
+        out.append("")
+        out.append(
+            "**Mode:** `--include-optional` — every published rule, including "
+            "`priority='optional'` rules suppressed by the engine's default "
+            "(`IncludeOptional=false`). This is the exhaustive catalog dump."
+        )
+    else:
+        out.append("")
+        out.append(
+            "**Mode:** default — matches the engine's `IncludeOptional=false` "
+            "behaviour (pkg/litigationplanner/engine.go). `priority='optional'` "
+            "rules are suppressed; the manuscript shows only the mandatory "
+            "backbone the lawyer sees by default on /tools/procedures. "
+            "Re-run with `--include-optional` for the full catalog. "
+            "(t-paliad-348 / yoUPC#178)"
+        )
+    out.append("")
+    out.append("**Spalten:**")
+    out.append("- **Phase/Event** = procedural event (German primary)")
+    out.append("- **Frist** = duration + timing (`d` days, `w` weeks, `M` months, `CD` calendar days, `WD` working days; `before` = relative to anchor)")
+    out.append("- **Rule** = legal source (RoP / § ZPO / § PatG / Art. EPÜ)")
+    out.append("- **Anchor** = trigger event the deadline runs from")
+    out.append("- **Seite** = filing party (claimant / defendant / either / court-set)")
+    out.append("- **Priorität** = mandatory / recommended / optional / informational (only when `--include-optional`)")
+    out.append("- **R.9.4** = ✗ marked non-extendable in notes (heuristic — confirm against rule text)")
+    out.append("- **Bedingung** = scenario flag(s) that must be set for the rule to fire (blank = always)")
+    out.append("")
+    out.append("---")
+    out.append("")
+
+    for (order, pt_code, pt_de, pt_en) in sorted(by_pt.keys()):
+        prules = by_pt[(order, pt_code, pt_de, pt_en)]
+        out.append(f"## {pt_de} · `{pt_code}`")
+        out.append("")
+        if pt_en and pt_en != pt_de:
+            out.append(f"*{pt_en}*")
+            out.append("")
+        if include_optional:
+            out.append("| # | Phase / Event | Frist | Rule | Anchor | Seite | Priorität | R.9.4 | Bedingung |")
+            out.append("|---:|---|---|---|---|---|---|:---:|---|")
+        else:
+            out.append("| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |")
+            out.append("|---:|---|---|---|---|---|:---:|---|")
+        for i, r in enumerate(prules, 1):
+            event = md_escape(r["event_de"] or r["event_en"] or "")
+            frist = md_escape(
+                format_frist(
+                    r["duration_value"], r["duration_unit"], r["timing"],
+                    r["alt_duration_value"], r["alt_duration_unit"], r["combine_op"],
+                )
+            )
+            rule = md_escape(r["rule_code"] or "")
+            anchor = md_escape(r["trigger_label"] or "")
+            party = format_party(r["primary_party"], r["is_court_set"])
+            r94 = detect_r94(r["deadline_notes_en"], r["deadline_notes"])
+            cond = md_escape(conditional_marker(r["condition_expr"]))
+            spawn_marker = " ⤴" if r["is_spawn"] else ""
+            if include_optional:
+                priority = md_escape(r["priority"] or "")
+                out.append(
+                    f"| {i} | {event}{spawn_marker} | {frist} | {rule} | {anchor} | {party} | {priority} | {r94} | {cond} |"
+                )
+            else:
+                out.append(
+                    f"| {i} | {event}{spawn_marker} | {frist} | {rule} | {anchor} | {party} | {r94} | {cond} |"
+                )
+        out.append("")
+
+    out.append("---")
+    out.append("")
+    out.append("**Lesehilfe:**")
+    out.append("- ⤴ Spawn-Marker: event opens a sub-proceeding (e.g. CCR forks revocation track)")
+    out.append("- `with_ccr` = Widerklage auf Nichtigkeit gefilt | `with_amend` = Patentänderungsantrag | `with_cci` = Widerklage auf Verletzung (in rev.cfi)")
+    out.append("- Catalog ist work-in-progress: 7 compound-name rules + Patentänderung-Duplikation noch in m's split-review backlog (m/paliad#149).")
+    return "\n".join(out)
+
+
+def main():
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument(
+        "--include-optional",
+        action="store_true",
+        help="Include priority='optional' rules. Default false matches the engine's IncludeOptional=false default.",
+    )
+    parser.add_argument(
+        "-o",
+        "--out",
+        default="exports/upc-deadlines-2026-05-28.md",
+        help="Output path (relative to repo root).",
+    )
+    parser.add_argument(
+        "--generated-for",
+        default="PA-Schulung 2026-05-28",
+        help="Free-text label rendered in the markdown header.",
+    )
+    args = parser.parse_args()
+
+    priority_filter = "" if args.include_optional else "AND sr.priority != 'optional'"
+    sql = SQL_TEMPLATE.format(priority_filter=priority_filter)
+
+    conn = psycopg2.connect(DSN)
+    try:
+        cur = conn.cursor(cursor_factory=psycopg2.extras.RealDictCursor)
+        cur.execute(sql)
+        rows = cur.fetchall()
+    finally:
+        conn.close()
+
+    md = render(rows, include_optional=args.include_optional, generated_for=args.generated_for)
+    # Resolve out path relative to the repo root (= the script's grandparent).
+    out_path = Path(args.out)
+    if not out_path.is_absolute():
+        out_path = Path(__file__).resolve().parent.parent / out_path
+    out_path.parent.mkdir(parents=True, exist_ok=True)
+    out_path.write_text(md)
+    n_pt = len({(r["display_order"] or 9999, r["pt_code"]) for r in rows})
+    print(
+        f"WROTE {out_path} ({len(rows)} rules, {n_pt} proceedings, "
+        f"include_optional={args.include_optional})"
+    )
+
+
+if __name__ == "__main__":
+    sys.exit(main())

exports/upc-deadlines-2026-05-28.md

@@ -0,0 +1,378 @@
+# UPC + DE/EP Deadline Catalog — Stand 2026-05-28
+
+Source: `paliad.sequencing_rules` (lifecycle_state=published, is_active=true).
+Generated for PA-Schulung 2026-05-28. 178 rules across 25 proceedings.
+
+**Mode:** default — matches the engine's `IncludeOptional=false` behaviour (pkg/litigationplanner/engine.go). `priority='optional'` rules are suppressed; the manuscript shows only the mandatory backbone the lawyer sees by default on /tools/procedures. Re-run with `--include-optional` for the full catalog. (t-paliad-348 / yoUPC#178)
+
+**Spalten:**
+- **Phase/Event** = procedural event (German primary)
+- **Frist** = duration + timing (`d` days, `w` weeks, `M` months, `CD` calendar days, `WD` working days; `before` = relative to anchor)
+- **Rule** = legal source (RoP / § ZPO / § PatG / Art. EPÜ)
+- **Anchor** = trigger event the deadline runs from
+- **Seite** = filing party (claimant / defendant / either / court-set)
+- **Priorität** = mandatory / recommended / optional / informational (only when `--include-optional`)
+- **R.9.4** = ✗ marked non-extendable in notes (heuristic — confirm against rule text)
+- **Bedingung** = scenario flag(s) that must be set for the rule to fire (blank = always)
+
+---
+
+## Verletzungsverfahren · `upc.inf.cfi`
+
+*Infringement Action*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Klageerhebung | 0 M after | RoP.013.1 |  | claimant |  |  |
+| 2 | Klageerwiderung | 3 M after | RoP.023 |  | defendant |  |  |
+| 3 | Replik | 2 M or 2 M after | RoP.029.b |  | claimant |  | if `with_ccr` |
+| 4 | Duplik | 1 M or 2 M after | RoP.029.c |  | defendant |  | if `with_ccr` |
+| 5 | Erwiderung auf Nichtigkeitswiderklage | 2 M after | RoP.029.a |  | claimant |  | if `with_ccr` |
+| 6 | Replik auf Erwiderung zur Nichtigkeitswiderklage | 2 M after | RoP.029.d |  | defendant |  | if `with_ccr` |
+| 7 | Duplik auf Replik zur Erwiderung Nichtigkeitswiderklage | 1 M after | RoP.029.e |  | claimant |  | if `with_ccr` |
+| 8 | Antrag auf Patentänderung | 2 M after | RoP.030.1 |  | claimant |  | if `with_ccr` & `with_amend` |
+| 9 | Erwiderung auf Patentänderungsantrag | 2 M after | RoP.032.1 |  | defendant |  | if `with_ccr` & `with_amend` |
+| 10 | Replik auf Erwiderung zum Patentänderungsantrag | 1 M after | RoP.032.3 |  | claimant |  | if `with_ccr` & `with_amend` |
+| 11 | Duplik auf Replik zum Patentänderungsantrag | 1 M after | RoP.032.3 |  | defendant |  | if `with_ccr` & `with_amend` |
+| 12 | Zwischenanhörung | 0 M after | RoP.105 |  | court-set |  |  |
+| 13 | Mitteilung Dolmetscherkosten | 2 w before | RoP.109.4 | Oral hearing | court |  |  |
+| 14 | Übersetzungen einreichen | 2 w after | RoP.109.5 |  | either |  |  |
+| 15 | Mündliche Verhandlung | 0 M after | RoP.112 |  | court-set |  |  |
+| 16 | Entscheidung | 0 M after | RoP.118.1 |  | court-set |  |  |
+| 17 | Duplik zur Replik auf die Erwiderung zum Patentänderungsantrag | 1 M after | RoP.032.3 | Reply to the Defence to an Application to amend the patent | defendant |  | if `with_ccr` & `with_amend` |
+| 18 | Einreichung von Übersetzungen von Schriftstücken | 1 M after | RoP.007.4 | Order of the judge-rapporteur to lodge translations | either |  |  |
+| 19 | Antrag auf Simultanübersetzung | 1 M before | RoP.109.5 | Oral hearing | either |  |  |
+| 20 | Antrag auf Folgemaßnahmen aus einer rechtskräftigen Validitätsentscheidung | 2 M after | RoP.118.4 | Final decision of the central division, Court of Appeal or EPO on the validity of the patent | either |  | if `with_ccr` |
+| 21 | Antrag auf Überprüfung einer verfahrensleitenden Anordnung | 15 d after | RoP.333 | Case management order (Service) | either |  |  |
+| 22 | Mängelbeseitigung / Einreichung schriftlicher Stellungnahme | 14 d after | RoP.019 | Preliminary Objection | either |  |  |
+| 23 | Mängelbeseitigung / Zahlung | 14 d after | RoP.016 | Notification by the Registry to correct deficiencies | either |  |  |
+| 24 | Antrag auf Verweisung an die Zentralkammer | 10 d after | RoP.323 | Information by the Court not to approve Application to use the patent's language as language of the proceedings | either |  |  |
+| 25 | Mitteilung über Beauftragung eines Dolmetschers auf Kosten der Partei | 2 w before | RoP.109.5 | Oral hearing | either |  |  |
+| 26 | Klärung von Übersetzungsfragen | 2 w after | RoP.109 | Summons to Oral Hearing | court |  |  |
+| 27 | Antrag auf Vertraulichkeit gegenüber der Öffentlichkeit | 14 d after | RoP.262.2 | Opponent Submission | either |  |  |
+| 28 | Wiedereinsetzungsantrag (UPC R.320) | 2 M after | RoP.320 | Removal of obstacle (UPC R.320) | either |  |  |
+
+## Verletzungsverfahren (LG) · `de.inf.lg`
+
+*Infringement (Regional Court)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Klageerhebung | 0 M after | § 253 ZPO |  | claimant |  |  |
+| 2 | Anzeige der Verteidigungsbereitschaft | 2 w after | § 276 ZPO |  | defendant |  |  |
+| 3 | Klageerwiderung | 6 w after | § 276 ZPO |  | court-set |  |  |
+| 4 | Replik | 4 w after | § 282 ZPO |  | court-set |  |  |
+| 5 | Duplik | 4 w after | § 282 ZPO |  | court-set |  |  |
+| 6 | Haupttermin | 0 M after | § 279 ZPO |  | court-set |  |  |
+| 7 | Urteil | 0 M after | § 300 ZPO |  | court-set |  |  |
+| 8 | Berufungsfrist | 1 M after | § 517 ZPO |  | either |  |  |
+| 9 | Berufungsbegründung | 2 M after | § 520 ZPO |  | either |  |  |
+| 10 | Wiedereinsetzungsantrag (§ 233 ZPO) | 2 w after | § 233 ZPO | Removal of obstacle (ZPO §233) | — |  |  |
+| 11 | Einspruch gegen Versäumnisurteil (§ 339 ZPO) | 2 w after | § 339 ZPO | Service of default judgment | — |  |  |
+| 12 | Schriftsatznachreichung (§ 296a ZPO) | 3 w after | § 296a ZPO | End of oral hearing | — |  |  |
+
+## Nichtigkeitsverfahren · `upc.rev.cfi`
+
+*Revocation Action*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Nichtigkeitsklage | 0 M after | RoP.044 |  | claimant |  |  |
+| 2 | Klageerwiderung | 2 M after | RoP.049.1 |  | defendant |  |  |
+| 3 | Antrag auf Patentänderung | 0 M after | RoP.049.2.a |  | defendant |  | if `with_amend` |
+| 4 | Verletzungswiderklage | 0 M after | RoP.049.2.b |  | defendant |  | if `with_cci` |
+| 5 | Replik | 2 M after | RoP.051 |  | claimant |  |  |
+| 6 | Erwiderung auf Patentänderungsantrag | 2 M after | RoP.043.3 |  | claimant |  | if `with_amend` |
+| 7 | Erwiderung auf Verletzungswiderklage | 2 M after | RoP.056.1 |  | claimant |  | if `with_cci` |
+| 8 | Duplik | 1 M after | RoP.052 |  | defendant |  |  |
+| 9 | Replik auf Erwiderung zum Patentänderungsantrag | 1 M after | RoP.032.3 |  | defendant |  | if `with_amend` |
+| 10 | Replik auf Erwiderung zur Verletzungswiderklage | 1 M after | RoP.056.3 |  | defendant |  | if `with_cci` |
+| 11 | Duplik auf Replik zum Patentänderungsantrag | 1 M after | RoP.032.3 |  | claimant |  | if `with_amend` |
+| 12 | Duplik auf Replik zur Erwiderung Verletzungswiderklage | 1 M after | RoP.056.4 |  | claimant |  | if `with_cci` |
+| 13 | Zwischenanhörung | 0 M after | RoP.105 |  | court-set |  |  |
+| 14 | Mündliche Verhandlung | 0 M after | RoP.112 |  | court-set |  |  |
+| 15 | Entscheidung | 0 M after | RoP.118.3 |  | court-set |  |  |
+| 16 | Duplik zur Replik auf die Erwiderung zur Nichtigkeitsklage | 1 M after | RoP.052 | Reply to the Defence to revocation | — |  |  |
+| 17 | Verletzungswiderklage | 2 M after | RoP.053 | Statement for Revocation | — |  |  |
+| 18 | Antrag auf Patentänderung | 2 M after | RoP.050 | Statement for Revocation | — |  |  |
+
+## Nichtigkeitsverfahren (BPatG) · `de.null.bpatg`
+
+*Nullity (Federal Patent Court)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Nichtigkeitsklage | 0 M after | § 81 PatG |  | claimant |  |  |
+| 2 | Klageerwiderung | 2 M after | § 82 Abs. 3 PatG |  | defendant |  |  |
+| 3 | Replik | 2 M after | § 83 PatG |  | claimant |  |  |
+| 4 | Hinweisbeschluss | 0 M after | § 83 PatG |  | court-set |  |  |
+| 5 | Stellungnahme zum Hinweisbeschluss | 0 M after | § 83 PatG |  | either |  |  |
+| 6 | Duplik | 1 M after | § 83 PatG |  | defendant |  |  |
+| 7 | Mündliche Verhandlung | 0 M after | § 80 PatG |  | court-set |  |  |
+| 8 | Urteil | 0 M after | § 84 PatG |  | court-set |  |  |
+| 9 | Berufungsfrist | 1 M after | § 110 PatG |  | either |  |  |
+| 10 | Berufungsbegründung | 3 M after | § 111 PatG |  | either |  |  |
+| 11 | Wiedereinsetzungsantrag (§ 123 PatG) | 2 M after | § 123 PatG | Removal of obstacle (PatG §123) | — |  |  |
+
+## Einspruchsverfahren · `epa.opp.opd`
+
+*Opposition Proceedings*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Veröffentlichung der Erteilung | 0 M after | Art. 97 EPÜ |  | either |  |  |
+| 2 | Einspruchsfrist | 9 M after | Art. 99 EPÜ |  | either |  |  |
+| 3 | Erwiderung des Patentinhabers | 4 M after | R. 79(1) EPÜ |  | court-set |  |  |
+| 4 | Entscheidung | 0 M after | Art. 102 EPÜ |  | court-set |  |  |
+| 5 | Beschwerdefrist | 2 M after | Art. 108 EPÜ |  | either |  |  |
+| 6 | Beschwerdebegründung | 4 M after | Art. 108 EPÜ |  | either |  |  |
+| 7 | Stellungnahme weiterer Beteiligter | 0 M after | R. 79 EPÜ |  | either |  |  |
+| 8 | Eingaben vor mündl. Verhandlung | 0 M after | R. 116 EPÜ |  | either |  |  |
+| 9 | Wiedereinsetzungsantrag (Art. 122 EPÜ) | 2 M after | Art. 122 EPÜ | Removal of obstacle (EPC Art.122) | — |  |  |
+
+## Beschwerdeverfahren · `epa.opp.boa`
+
+*Appeal Proceedings*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung der Beschwerdeentscheidung | 0 M after | R. 124 EPÜ |  | either |  |  |
+| 2 | Beschwerdeeinlegung | 2 M after | Art. 108 EPÜ |  | either |  |  |
+| 3 | Beschwerdebegründung | 4 M after | Art. 108 EPÜ |  | either |  |  |
+| 4 | Beschwerdeerwiderung | 4 M after | RPBA Art. 12 |  | either |  |  |
+| 5 | Mündliche Verhandlung | 0 M after | Art. 116 EPÜ |  | court-set |  |  |
+| 6 | Entscheidung | 0 M after | Art. 111 EPÜ |  | court-set |  |  |
+| 7 | Eingaben vor mündl. Verhandlung | 0 M after | R. 116 EPÜ |  | either |  |  |
+| 8 | Antrag auf Überprüfung | 2 M after | Art. 112a EPÜ |  | either |  |  |
+
+## Einspruchsverfahren DPMA · `dpma.opp.dpma`
+
+*Opposition DPMA*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Veröffentlichung der Erteilung | 0 M after | § 58 PatG |  | either |  |  |
+| 2 | Einspruchsfrist | 9 M after | § 59 PatG |  | either |  |  |
+| 3 | Erwiderung des Patentinhabers | 4 M after | § 59(2) PatG |  | court-set |  |  |
+| 4 | DPMA-Entscheidung | 0 M after | § 61 PatG |  | court-set |  |  |
+| 5 | Wiedereinsetzungsantrag (DPMA) | 2 M after | § 123 PatG | Removal of obstacle (DPMA, PatG §123) | — |  |  |
+
+## Berufungsverfahren · `upc.apl.merits`
+
+*Appeal*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Berufungseinlegung | 2 M after | RoP.224.1.a |  | either |  |  |
+| 2 | Berufungsbegründung | 4 M after | RoP.224.2.a |  | either |  |  |
+| 3 | Berufungserwiderung | 3 M after | RoP.235.1 |  | either |  |  |
+| 4 | Mündliche Verhandlung | 0 M after | RoP.240 |  | court-set |  |  |
+| 5 | Entscheidung | 0 M after | RoP.235.4 |  | court-set |  |  |
+| 6 | Anschlussberufung | 3 M after | RoP.237 |  | either |  |  |
+| 7 | Erwiderung Anschlussberufung | 2 M after | RoP.238.1 |  | either |  |  |
+| 8 | Berufungsschrift gegen eine in Regel 220.1(a) und (b) genannte Entscheidung | 2 M after | RoP.224.1(a) | Decision referred to in Rule 220.1(a) and (b) | — |  |  |
+| 9 | Berufungsbegründung gegen eine in Regel 220.1(a) und (b) genannte Entscheidung | 4 M after | RoP.224.1(a) | Decision referred to in Rule 220.1(a) and (b) | — |  |  |
+| 10 | Anfechtung einer Entscheidung über die Verwerfung der Berufung als unzulässig | 1 M after | RoP.245 | Decision to reject an appeal as inadmissible | — |  |  |
+| 11 | Antrag auf Wiederaufnahme (schwerwiegender Verfahrensmangel) | 2 M after | RoP.247.2 | Final decision (Service) / Discovery of the fundamental defect (whichever is later) | — |  |  |
+| 12 | Antrag auf Wiederaufnahme (Straftat) | 2 M after | RoP.247.1 | Final decision (Service) / Court decision on criminal offence (whichever is later) | — |  |  |
+
+## Berufungsverfahren OLG (Verletzung) · `de.inf.olg`
+
+*Appeal OLG (Infringement)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung LG-Urteil | 0 M after | § 540 ZPO |  | either |  |  |
+| 2 | Berufungsschrift | 1 M after | § 517 ZPO |  | either |  |  |
+| 3 | Berufungsbegründung | 2 M after | § 520 ZPO |  | either |  |  |
+| 4 | Berufungserwiderung | 1 M after | § 521 ZPO |  | either |  |  |
+| 5 | Anschlussberufung | 0 M after | § 524 ZPO |  | either |  |  |
+| 6 | Mündliche Verhandlung | 0 M after | § 540 ZPO |  | court-set |  |  |
+| 7 | OLG-Urteil | 0 M after | § 540 ZPO |  | court-set |  |  |
+
+## Revisions-/NZB-Verfahren BGH (Verletzung) · `de.inf.bgh`
+
+*Revision / Non-admission Appeal BGH (Infringement)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung OLG-Urteil | 0 M after | § 555 ZPO |  | either |  |  |
+| 2 | Nichtzulassungsbeschwerde | 1 M after | § 544 ZPO |  | either |  |  |
+| 3 | Nichtzulassungsbeschwerde-Begründung | 2 M after | § 544 ZPO |  | either |  |  |
+| 4 | Revisionsfrist | 1 M after | § 548 ZPO |  | either |  |  |
+| 5 | Revisionsbegründung | 2 M after | § 551 ZPO |  | either |  |  |
+| 6 | Revisionserwiderung | 1 M after | § 554 ZPO |  | either |  |  |
+| 7 | Mündliche Verhandlung BGH | 0 M after | § 555 ZPO |  | court-set |  |  |
+| 8 | BGH-Urteil | 0 M after | § 555 ZPO |  | court-set |  |  |
+
+## Berufungsverfahren BGH (Nichtigkeit) · `de.null.bgh`
+
+*Appeal BGH (Nullity)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung BPatG-Urteil | 0 M after | § 110 PatG |  | either |  |  |
+| 2 | Berufungsschrift | 1 M after | § 110 PatG |  | either |  |  |
+| 3 | Berufungsbegründung | 3 M after | § 520 Abs. 2 ZPO i.V.m. § 117 PatG |  | either |  |  |
+| 4 | Berufungserwiderung | 2 M after | § 521 Abs. 2 ZPO i.V.m. § 117 PatG |  | court-set |  |  |
+| 5 | Mündliche Verhandlung BGH | 0 M after | § 121 PatG |  | court-set |  |  |
+| 6 | BGH-Urteil | 0 M after | § 122 PatG |  | court-set |  |  |
+
+## EP-Erteilungsverfahren · `epa.grant.exa`
+
+*EP Grant Procedure*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Anmeldung | 0 M after | Art. 75 EPÜ |  | claimant |  |  |
+| 2 | Recherchenbericht | 6 M after | Art. 92 EPÜ |  | court-set |  |  |
+| 3 | Veröffentlichung (A1) | 18 M after | Art. 93 EPÜ |  | court-set |  |  |
+| 4 | Prüfungsantrag | 6 M after | R. 70(1) EPÜ |  | claimant |  |  |
+| 5 | Mitteilung nach R. 71(3) | 0 M after | R. 71(3) EPÜ |  | court-set |  |  |
+| 6 | Zustimmung + Übersetzung | 4 M after | R. 71(3) EPÜ |  | claimant |  |  |
+| 7 | Erteilung (B1) | 0 M after | Art. 97 EPÜ |  | court-set |  |  |
+
+## Beschwerdeverfahren BPatG (DPMA) · `dpma.appeal.bpatg`
+
+*Appeal BPatG (against DPMA Decision)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung DPMA-Entscheidung | 0 M after | § 65 PatG |  | either |  |  |
+| 2 | Beschwerde | 1 M after | § 73 PatG |  | either |  |  |
+| 3 | Beschwerdebegründung | 1 M after | § 75 PatG |  | court-set |  |  |
+| 4 | Mündliche Verhandlung BPatG | 0 M after | § 78 PatG |  | court-set |  |  |
+| 5 | BPatG-Entscheidung | 0 M after | § 78 PatG |  | court-set |  |  |
+
+## Rechtsbeschwerdeverfahren BGH · `dpma.appeal.bgh`
+
+*Legal Appeal BGH*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung BPatG-Entscheidung | 0 M after | § 100 PatG |  | either |  |  |
+| 2 | Rechtsbeschwerde | 1 M after | § 100 PatG |  | either |  |  |
+| 3 | Rechtsbeschwerdebegründung | 1 M after | § 102 PatG |  | either |  |  |
+| 4 | BGH-Entscheidung | 0 M after | § 100 PatG |  | court-set |  |  |
+
+## Berufungsverfahren Anordnungen · `upc.apl.order`
+
+*Order Appeal (15-day track)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Anordnung / angegriffene Entscheidung | 0 M after | RoP.220 |  | court-set |  |  |
+| 2 | Berufung mit Zulassung | 15 d after | RoP.220.2 |  | either |  |  |
+| 3 | Antrag auf Ermessensüberprüfung | 15 d after | RoP.220.3 |  | either |  |  |
+| 4 | Berufungsbegründung (Orders Track) | 15 d after | RoP.224.2.b |  | either |  |  |
+| 5 | Anschlussberufung | 15 d after | RoP.237 |  | either |  |  |
+| 6 | Erwiderung Anschlussberufung | 15 d after | RoP.238.2 |  | either |  |  |
+| 7 | Berufungsschrift gegen eine in Regel 220.1(c) genannte Anordnung oder eine in Regel 220.2 oder 221.3 genannte Entscheidung | 15 d after | RoP.224.1(b) | Order referred to in Rule 220.1(c) or a decision referred to in Rule 220.2 or 221.3 | — |  |  |
+| 8 | Berufungsbegründung gegen eine in Regel 220.1(c) genannte Anordnung oder eine in Regel 220.2 oder 221.3 genannte Entscheidung | 15 d after | RoP.224.1(b) | Order referred to in Rule 220.1(c) or a decision referred to in Rule 220.2 or 221.3 | — |  |  |
+
+## Schadensbemessungsverfahren · `upc.dmgs.cfi`
+
+*Damages Determination*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Schadensbemessung | 0 M after | RoP.125 |  | claimant |  |  |
+| 2 | Klageerwiderung | 2 M after | RoP.137.2 |  | defendant |  |  |
+| 3 | Replik | 1 M after | RoP.139 |  | claimant |  |  |
+| 4 | Duplik | 1 M after | RoP.139 |  | defendant |  |  |
+
+## Bucheinsichtsverfahren · `upc.disc.cfi`
+
+*Lay-open Books / Discovery*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Bucheinsicht | 0 M after | RoP.190 |  | claimant |  |  |
+| 2 | Klageerwiderung | 2 M after | RoP.142.2 |  | defendant |  |  |
+| 3 | Replik | 14 d after | RoP.142.3 |  | claimant |  |  |
+| 4 | Duplik | 14 d after | RoP.142.3 |  | defendant |  |  |
+
+## Einstweilige Maßnahmen · `upc.pi.cfi`
+
+*Provisional Measures*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag | 0 M after | RoP.206 |  | claimant |  |  |
+| 2 | Erwiderung | 0 M after | RoP.211.2 |  | court-set |  |  |
+| 3 | Mündliche Verhandlung | 0 M after | RoP.195 |  | court-set |  |  |
+| 4 | Mängelbeseitigung Antrag | 14 d after | RoP.207.6.a |  | claimant |  |  |
+| 5 | Beschluss | 0 M after | RoP.211 |  | court-set |  |  |
+| 6 | Klage in der Hauptsache erheben | 31 d max 20 WD after | RoP.213 |  | claimant |  |  |
+
+## Schutzschrift · `upc.pl.cfi`
+
+*Protective Letter*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Einreichung der Schutzschrift | 0 M after | RoP.207 |  | defendant |  |  |
+| 2 | Erneuerung der Schutzschrift | 6 M after | RoP.207.9 | Protective Letter | — |  |  |
+
+## Berufungsverfahren Kosten · `upc.apl.cost`
+
+*Cost-Decision Appeal*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Kostenfestsetzungsbeschluss | 0 M after | RoP.221.4 |  | court-set |  |  |
+| 2 | Antrag auf Berufungszulassung | 15 d after | RoP.221.1 |  | either |  |  |
+| 3 | Antrag auf Berufungszulassung gegen Kostenentscheidungen | 15 d after | RoP.220.2 | Decision on fixation of costs (Rule 157) | — |  |  |
+
+## Negative Feststellungsklage · `upc.dni.cfi`
+
+*Declaration of Non-Infringement*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Klage auf negative Feststellung der Nichtverletzung | 0 M after | RoP.063 |  | claimant |  |  |
+| 2 | Erwiderung auf die negative Feststellungsklage | 2 M after | RoP.066 | Statement for a declaration of non-infringement | — |  |  |
+| 3 | Replik auf die Erwiderung zur negativen Feststellungsklage | 1 M after | RoP.067 | Defence to the Statement for a declaration of non-infringement | — |  |  |
+| 4 | Duplik zur Replik auf die Erwiderung zur negativen Feststellungsklage | 1 M after | RoP.068 | Reply to the Defence to the Statement for a declaration of non-infringement | — |  |  |
+
+## Überprüfung von EPA-Entscheidungen · `upc.epo.review`
+
+*Review of EPO decisions*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Überprüfung der EPA-Entscheidung | 0 M after | RoP.088 |  | — |  |  |
+| 2 | Antrag auf Aufhebung einer Entscheidung des EPA, mit der ein Antrag auf einheitliche Wirkung zurückgewiesen wurde | 3 w after | RoP.097 | Decision of the EPO not to grant unitary effect | — |  |  |
+
+## Separate Kostenentscheidung · `upc.costs.cfi`
+
+*Separate Cost Decision*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Kostenfestsetzung | 1 M after | RoP.151 |  | claimant |  |  |
+
+## Beweissicherung / saisie · `upc.bsv.cfi`
+
+*Evidence Preservation*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Beweissicherung | 0 M after | RoP.192 |  | court-set |  |  |
+| 2 | Antrag auf Überprüfung der Beweissicherungsanordnung | 30 d after | RoP.197.3 | Execution of measures to preserve evidence | — |  |  |
+| 3 | Beginn des Hauptsacheverfahrens | 31 d max 20 WD after | RoP.198 | Date specified in the Court's order to preserve evidence | — |  |  |
+
+## Widerklage auf Nichtigkeit · `upc.ccr.cfi`
+
+*Counterclaim for Revocation*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Widerklage auf Nichtigkeit | 3 M after | RoP.025 |  | defendant |  |  |
+
+---
+
+**Lesehilfe:**
+- ⤴ Spawn-Marker: event opens a sub-proceeding (e.g. CCR forks revocation track)
+- `with_ccr` = Widerklage auf Nichtigkeit gefilt | `with_amend` = Patentänderungsantrag | `with_cci` = Widerklage auf Verletzung (in rev.cfi)
+- Catalog ist work-in-progress: 7 compound-name rules + Patentänderung-Duplikation noch in m's split-review backlog (m/paliad#149).

frontend/build.ts

@@ -18,6 +18,7 @@ import { renderProjectsNew } from "./src/projects-new";
 import { renderProjectsDetail } from "./src/projects-detail";
 import { renderProjectsChart } from "./src/projects-chart";
 import { renderSubmissionDraft } from "./src/submission-draft";
+import { renderTemplatesAuthoring } from "./src/templates-authoring";
 import { renderSubmissionsIndex } from "./src/submissions-index";
 import { renderSubmissionsNew } from "./src/submissions-new";
 import { renderEvents } from "./src/events";
@@ -255,6 +256,7 @@ async function build() {
       join(import.meta.dir, "src/client/projects-detail.ts"),
       join(import.meta.dir, "src/client/projects-chart.ts"),
       join(import.meta.dir, "src/client/submission-draft.ts"),
+      join(import.meta.dir, "src/client/templates-authoring.ts"),
       join(import.meta.dir, "src/client/submissions-index.ts"),
       join(import.meta.dir, "src/client/submissions-new.ts"),
       join(import.meta.dir, "src/client/events.ts"),
@@ -382,6 +384,7 @@ async function build() {
   await Bun.write(join(DIST, "projects-detail.html"), renderProjectsDetail());
   await Bun.write(join(DIST, "projects-chart.html"), renderProjectsChart());
   await Bun.write(join(DIST, "submission-draft.html"), renderSubmissionDraft());
+  await Bun.write(join(DIST, "templates-authoring.html"), renderTemplatesAuthoring());
   await Bun.write(join(DIST, "submissions-index.html"), renderSubmissionsIndex());
   await Bun.write(join(DIST, "submissions-new.html"), renderSubmissionsNew());
   // t-paliad-115 — shared EventsPage at the canonical /events URL.

frontend/public/patentstyle/index.html

@@ -1,9 +1,9 @@
 <!DOCTYPE html>
-<html lang="de">
+<html lang="en">
 <head>
 <meta charset="utf-8">
 <meta name="viewport" content="width=device-width, initial-scale=1">
-<title>HL Patents Style</title>
+<title>HLC Patents Style</title>
 <style>
   :root {
     --bg: #002236;
@@ -81,31 +81,35 @@
 <body>
 <main>
 
-<h1>HL <span class="accent">Patents Style</span></h1>
-<p class="lead">Das Word-Template fuer Patentschriftsaetze bei Hogan Lovells.</p>
+<h1>HLC <span class="accent">Patents Style</span></h1>
+<!-- Lead line: provisional pending m's final de-brand wording (work/head delegation #2681).
+     "at HLC" matches the confirmed rebrand; swap when the final copy lands. -->
+<p class="lead">The Word template for patent submissions at HLC.</p>
 
-<h2>Was es kann</h2>
+<h2>What it does</h2>
 <ul>
-  <li>Vorlagen-Stile fuer alle gaengigen Schriftsatz-Bausteine (Headings, Randnummern, Antraege, Exhibits)</li>
-  <li>BuildingBlocks: ueber das Ribbon vorgefertigte Abschnitte einfuegen</li>
-  <li>Sprachumschaltung DE / EN per Ribbon-Toggle</li>
-  <li>Scaffolding: kompletter Schriftsatz-Aufbau mit einem Klick</li>
-  <li>Margin Numbers, Exhibit-Nummerierung, SEQ-Felder</li>
-  <li>Auto-Update ueber das Ribbon (siehe unten)</li>
+  <li>Document styles for every common submission building block (headings, margin numbers, motions, exhibits)</li>
+  <li>BuildingBlocks: insert ready-made sections straight from the ribbon</li>
+  <li>DE / EN language switch via a ribbon toggle</li>
+  <li>Scaffolding: build a complete submission with one click</li>
+  <li>Margin numbers, exhibit numbering, SEQ fields</li>
+  <li>Auto-update from the ribbon (see below)</li>
 </ul>
 
-<h2>Aktualisierungen</h2>
-<p>Im Ribbon-Tab <em>HL Patent</em> &rarr; Gruppe <em>Manage</em> &rarr; <kbd>Check for Updates</kbd>. Holt das aktuelle Manifest von diesem Server, prueft die Version, laedt die neue <code>.dotm</code> nur bei Bedarf, verifiziert per SHA256, installiert. Nach dem Update Word neu starten.</p>
+<h2>Updates</h2>
+<p>In the ribbon tab <em>HLC Patent</em> &rarr; group <em>Manage</em> &rarr; <kbd>Check for Updates</kbd>. It fetches the current manifest from this server, checks the version, downloads the new <code>.dotm</code> only when needed, verifies it via SHA256, and installs it. Restart Word after updating.</p>
 
-<h2>Frische Installation</h2>
-<p>Wer das Template noch nicht installiert hat, laedt einmal manuell die aktuelle Version und kopiert sie in den Word-Startup-Ordner. Den Rest macht die <code>InstallTemplate</code>-Routine im Template selbst.</p>
-<p><a class="download" href="HL-Patents-Style.dotm" download>HL Patents Style.dotm herunterladen</a></p>
+<h2>Fresh install</h2>
+<p>If you haven&rsquo;t installed the template yet, download the current version once manually and copy it into the Word startup folder. The <code>InstallTemplate</code> routine inside the template handles the rest.</p>
+<!-- Download href stays on the current HL-Patents-Style.dotm until work/head confirms
+     HLC-Patents-Style.dotm is published (zero-downtime swap, delegation #2681). -->
+<p><a class="download" href="HL-Patents-Style.dotm" download>Download HLC Patents Style</a></p>
 
-<h2>Hilfe &amp; Feedback</h2>
-<p>Fehler, Wuensche, Stilfragen, Build-Probleme: <a href="mailto:matthias.siebels@hoganlovells.com?subject=HL%20Patents%20Style">matthias.siebels@hoganlovells.com</a></p>
+<h2>Help &amp; feedback</h2>
+<p>Bugs, requests, style questions, build problems: <a href="mailto:matthias.siebels@hoganlovells.com?subject=HLC%20Patents%20Style">matthias.siebels@hoganlovells.com</a></p>
 
 <footer>
-  <p>Update-Endpoint: <code>paliad.msbls.de/patentstyle/</code> &middot; Mirror: <code>hihlc.msbls.de/patentstyle/</code></p>
+  <p>Update endpoint: <code>paliad.msbls.de/patentstyle/</code> &middot; Mirror: <code>hihlc.msbls.de/patentstyle/</code></p>
   <p id="ver"></p>
 </footer>
 
@@ -115,7 +119,7 @@
     .then(r => r.ok ? r.json() : null)
     .then(j => {
       if (j && j.version) {
-        document.getElementById('ver').textContent = 'Aktuell ausgeliefert: ' + j.version;
+        document.getElementById('ver').textContent = 'Currently served: ' + j.version;
       }
     })
     .catch(() => {});

frontend/public/patentstyle/version.json

@@ -1,5 +1,5 @@
 {
-  "version": "v0.260518",
-  "dotm_url": "https://paliad.msbls.de/patentstyle/HL-Patents-Style.dotm",
-  "sha256": "5CEA98A29D2FD6D9970B9A2499054DF52685A1116459E07F9290B0D0ADD521F4"
-}
+  "version": "v0.260601",
+  "dotm_url": "https://paliad.msbls.de/patentstyle/HLC-Patents-Style.dotm",
+  "sha256": "DE6B6A17AC603FF4A9B3893CD2A7EF8263C9E2D4224A0A5E28E2FABF5E27A798"
+}

frontend/src/client/builder-akte.ts

@@ -0,0 +1,262 @@
+// Akte-mode wiring for the Litigation Builder (m/paliad#153 B4,
+// t-paliad-347).
+//
+// PRD §2.3 + §3.1 + §3.2: the page-header Akte picker lists every
+// project (`type='case'`) the user can see. Picking one POSTs to
+// /api/builder/scenarios/from-project, which mints a project-backed
+// scenario (origin_project_id pinned) seeded with the project's
+// proceeding + scenario_flags + completed deadlines. Subsequent
+// builder edits dual-write through to paliad.deadlines + projects.
+// scenario_flags via the server-side dual-write hooks.
+//
+// The picker is its own module so the builder.ts orchestrator only
+// has to expose two hooks:
+//
+//   - `onProjectChosen(projectId)` — called when the user picks a
+//     project. Builder calls the from-project endpoint and loads the
+//     returned scenario.
+//   - `setSelectedProject(scenario)` — called after a scenario loads
+//     so the picker reflects the current Akte (or "— ohne —" for
+//     kontextfrei scenarios).
+//
+// Cross-surface scenario-flag-changed (mig 154 ssoT, m/paliad#149):
+// the builder listens to the existing CustomEvent so any peer surface
+// that PATCHes /api/projects/{id}/scenario-flags triggers a re-fetch
+// on the builder's active proceeding when the projectId matches the
+// scenario's origin_project_id. The dispatch direction is already
+// covered by patchScenarioFlags inside scenario-flags.ts — the
+// builder's own PATCH /api/projects/.../scenario-flags goes through
+// that helper so peer surfaces stay in sync without a separate dispatch.
+
+import { t } from "./i18n";
+
+export interface AkteProjectMeta {
+  id: string;
+  title: string;
+  reference?: string | null;
+  case_number?: string | null;
+  proceeding_type_id?: number | null;
+  our_side?: string | null;
+}
+
+export type OnProjectChosen = (projectId: string) => void | Promise<void>;
+
+interface State {
+  projects: AkteProjectMeta[];
+  loaded: boolean;
+}
+
+const state: State = {
+  projects: [],
+  loaded: false,
+};
+
+// fetchAkteProjects pulls every type=case project the caller can see.
+// Visibility is enforced by /api/projects via the project_teams /
+// can_see_project predicate. We filter client-side to projects with a
+// proceeding_type_id — those are the ones the builder can render. We
+// don't filter server-side because /api/projects' filter param doesn't
+// accept proceeding_type_id_not_null and round-tripping for that one
+// reason isn't worth a new endpoint.
+export async function fetchAkteProjects(): Promise<AkteProjectMeta[]> {
+  try {
+    const resp = await fetch("/api/projects?type=case", {
+      headers: { Accept: "application/json" },
+    });
+    if (!resp.ok) {
+      console.warn("builder-akte: /api/projects", resp.status);
+      return [];
+    }
+    const rows = (await resp.json()) as Array<{
+      id: string;
+      title: string;
+      reference?: string | null;
+      case_number?: string | null;
+      proceeding_type_id?: number | null;
+      our_side?: string | null;
+      status?: string;
+    }>;
+    return rows
+      .filter((r) => r.proceeding_type_id != null && (r.status ?? "active") === "active")
+      .map((r) => ({
+        id: r.id,
+        title: r.title,
+        reference: r.reference ?? null,
+        case_number: r.case_number ?? null,
+        proceeding_type_id: r.proceeding_type_id ?? null,
+        our_side: r.our_side ?? null,
+      }));
+  } catch (e) {
+    console.error("builder-akte: fetch projects failed", e);
+    return [];
+  }
+}
+
+// formatProjectLabel renders the dropdown row for a project. Reference
+// + title are the primary anchors; the case_number tail disambiguates
+// when two cases share a reference family.
+function formatProjectLabel(p: AkteProjectMeta): string {
+  const parts: string[] = [];
+  if (p.reference) parts.push(p.reference);
+  parts.push(p.title);
+  if (p.case_number) parts.push("(" + p.case_number + ")");
+  return parts.join(" · ");
+}
+
+// renderAktePicker fills the existing <select id="builder-akte-picker">
+// with the project list + a "— ohne —" sentinel. Idempotent.
+function renderAktePicker(selectedId: string | null): void {
+  const sel = document.getElementById("builder-akte-picker") as HTMLSelectElement | null;
+  if (!sel) return;
+  const none = t("builder.akte.none");
+  const opts: string[] = [`<option value="" data-i18n="builder.akte.none">${escHtml(none)}</option>`];
+  for (const p of state.projects) {
+    const selected = p.id === selectedId ? " selected" : "";
+    opts.push(
+      `<option value="${escAttr(p.id)}"${selected}>${escHtml(formatProjectLabel(p))}</option>`,
+    );
+  }
+  sel.innerHTML = opts.join("");
+}
+
+// mountAktePicker is the entry point. It fetches the project list once,
+// wires the dropdown change event to the supplied callback, and
+// returns a controller exposing setSelectedProject so the builder can
+// keep the picker reflective of the active scenario's Akte.
+//
+// The picker re-enables itself the moment projects load. While
+// loading, the existing `disabled` attribute (set in procedures.tsx)
+// stays so users don't pick during the fetch — but if the user lands
+// on the page after the catalog is cached this is essentially
+// instantaneous.
+export interface AktePickerHandle {
+  setSelectedProject: (projectId: string | null) => void;
+  isAkteMode: () => boolean;
+  reload: () => Promise<void>;
+}
+
+export async function mountAktePicker(onChosen: OnProjectChosen): Promise<AktePickerHandle> {
+  const sel = document.getElementById("builder-akte-picker") as HTMLSelectElement | null;
+  if (!sel) {
+    return {
+      setSelectedProject: () => {},
+      isAkteMode: () => false,
+      reload: async () => {},
+    };
+  }
+
+  // First load — fill the dropdown, enable it, wire change.
+  state.projects = await fetchAkteProjects();
+  state.loaded = true;
+  renderAktePicker(null);
+  sel.disabled = false;
+
+  sel.addEventListener("change", () => {
+    const id = sel.value;
+    if (!id) {
+      // "— ohne —" reset is intentional; the builder treats this as
+      // "leave the current scenario alone, just clear the picker".
+      // Switching the active scenario to a non-Akte one happens via
+      // the scenario picker, not by clicking the empty Akte option.
+      return;
+    }
+    void onChosen(id);
+  });
+
+  return {
+    setSelectedProject: (projectId: string | null) => {
+      const next = projectId ?? "";
+      // Renderless quick-sync when the option is present; otherwise
+      // re-render so the option appears (covers freshly created
+      // projects since this picker last loaded).
+      const optEl = sel.querySelector<HTMLOptionElement>(`option[value="${cssEscape(next)}"]`);
+      if (next && !optEl) {
+        renderAktePicker(next);
+      } else {
+        sel.value = next;
+      }
+    },
+    isAkteMode: () => sel.value !== "",
+    reload: async () => {
+      state.projects = await fetchAkteProjects();
+      renderAktePicker(sel.value || null);
+    },
+  };
+}
+
+// createScenarioFromProject posts to the B4 entry point. Returns the
+// new scenario's deep payload on success (id + proceedings + events),
+// null on failure. Caller is expected to load the returned scenario
+// via the builder's existing fetchScenarioDeep / state.active path.
+export async function createScenarioFromProject(projectId: string): Promise<{ id: string } | null> {
+  try {
+    const resp = await fetch("/api/builder/scenarios/from-project", {
+      method: "POST",
+      headers: { "Content-Type": "application/json", Accept: "application/json" },
+      body: JSON.stringify({ project_id: projectId }),
+    });
+    if (!resp.ok) {
+      console.warn("builder-akte: from-project", resp.status, await resp.text().catch(() => ""));
+      return null;
+    }
+    const out = await resp.json();
+    return out && typeof out.id === "string" ? { id: out.id } : null;
+  } catch (e) {
+    console.error("builder-akte: from-project failed", e);
+    return null;
+  }
+}
+
+// renderAkteBanner toggles the "Aus Akte: <code>" badge next to the
+// scenario picker. The badge is a <span class="builder-akte-banner">
+// inserted/removed by this helper; CSS gives it a lime tint to match
+// the Akte affordance throughout the app. Pass `null` (or omit
+// projectId) to hide.
+export function renderAkteBanner(projectId: string | null): void {
+  const host = document.querySelector(".builder-pageheader") as HTMLElement | null;
+  if (!host) return;
+  let badge = document.getElementById("builder-akte-banner");
+  if (!projectId) {
+    if (badge) badge.remove();
+    return;
+  }
+  const meta = state.projects.find((p) => p.id === projectId);
+  const label = meta ? formatProjectLabel(meta) : projectId.slice(0, 8);
+  const text =
+    t("builder.akte.banner.prefix") + " " + label;
+  if (!badge) {
+    badge = document.createElement("span");
+    badge.id = "builder-akte-banner";
+    badge.className = "builder-akte-banner";
+    badge.setAttribute("role", "note");
+    host.appendChild(badge);
+  }
+  badge.textContent = text;
+}
+
+// ────────────────────────────────────────────────────────────────────────────
+// helpers
+// ────────────────────────────────────────────────────────────────────────────
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}
+
+function escHtml(s: string): string {
+  return s
+    .replace(/&/g, "&amp;")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+// cssEscape is a small fallback for browsers that don't yet expose
+// CSS.escape. UUIDs only contain [0-9a-f-] so even the naïve replacer
+// keeps us safe; the function exists to make intent obvious.
+function cssEscape(s: string): string {
+  if (typeof CSS !== "undefined" && typeof (CSS as { escape?: (s: string) => string }).escape === "function") {
+    return (CSS as { escape: (s: string) => string }).escape(s);
+  }
+  return s.replace(/[^a-zA-Z0-9_-]/g, "\\$&");
+}

frontend/src/client/builder-promote.ts

@@ -0,0 +1,370 @@
+// Litigation Builder — promote-to-project wizard (m/paliad#153 PRD §2.4
+// + §5.4, B5).
+//
+// 3 steps: Bestätigen (read-only summary) → Parteien ergänzen (party
+// names) → Akte-Metadaten (title, reference, case number, our_side,
+// litigation parent, team). Commit POSTs the merged payload to
+// /api/builder/scenarios/{id}/promote — a single server-side transaction
+// (no partial promotions) that creates the paliad.projects 'case' row,
+// cascades deadlines, and flips the scenario to 'promoted'. On success
+// the wizard navigates to /projects/{new-id}.
+
+import { t } from "./i18n";
+
+interface ProjectOption {
+  id: string;
+  title: string;
+  type: string;
+  reference?: string;
+}
+
+interface UserOption {
+  id: string;
+  email: string;
+  display_name?: string;
+  office?: string;
+}
+
+interface PartyRow {
+  name: string;
+  role: string;
+  representative: string;
+}
+
+export interface PromoteContext {
+  scenarioId: string;
+  ownerId?: string;
+  proceedingLabel: string;
+  filedCount: number;
+  plannedCount: number;
+  flagCount: number;
+  extraTopLevel: number;
+  defaultOurSide: "claimant" | "defendant" | null;
+  defaultTitle: string;
+  onSuccess: (projectId: string) => void;
+}
+
+export async function openPromoteWizard(ctx: PromoteContext): Promise<void> {
+  // Parallel fetch: litigation parents + HLC users (both optional pickers).
+  const [parents, users] = await Promise.all([
+    fetchProjects("litigation"),
+    fetchUsers(),
+  ]);
+
+  let step = 1;
+  const parties: PartyRow[] = [];
+  const meta = {
+    title: ctx.defaultTitle || "",
+    reference: "",
+    caseNumber: "",
+    clientNumber: "",
+    ourSide: (ctx.defaultOurSide ?? "") as "" | "claimant" | "defendant",
+    parentId: "",
+    teamIds: new Set<string>(),
+  };
+
+  const backdrop = document.createElement("div");
+  backdrop.className = "builder-modal-backdrop";
+  const modal = document.createElement("div");
+  modal.className = "builder-modal builder-promote-modal";
+  modal.setAttribute("role", "dialog");
+  modal.setAttribute("aria-modal", "true");
+  modal.setAttribute("aria-label", t("builder.promote.title"));
+  backdrop.appendChild(modal);
+
+  const close = () => {
+    document.removeEventListener("keydown", onEsc, true);
+    backdrop.remove();
+  };
+  const onEsc = (e: KeyboardEvent) => {
+    if (e.key === "Escape") close();
+  };
+  backdrop.addEventListener("click", (e) => {
+    if (e.target === backdrop) close();
+  });
+  document.addEventListener("keydown", onEsc, true);
+
+  function stepHeader(): string {
+    const steps = [
+      t("builder.promote.step1"),
+      t("builder.promote.step2"),
+      t("builder.promote.step3"),
+    ];
+    const dots = steps.map((label, i) => {
+      const n = i + 1;
+      const cls = n === step ? " is-active" : n < step ? " is-done" : "";
+      return `<li class="builder-promote-step${cls}"><span class="builder-promote-step-n">${n}</span>` +
+        `<span class="builder-promote-step-label">${escHtml(label)}</span></li>`;
+    }).join("");
+    return `<ol class="builder-promote-steps">${dots}</ol>`;
+  }
+
+  function renderStep1(): string {
+    const rows = [
+      `<li><span>${escHtml(t("builder.promote.summary.proceeding"))}</span><strong>${escHtml(ctx.proceedingLabel)}</strong></li>`,
+      `<li><span>${escHtml(t("builder.promote.summary.events_filed"))}</span><strong>${ctx.filedCount}</strong></li>`,
+      `<li><span>${escHtml(t("builder.promote.summary.events_planned"))}</span><strong>${ctx.plannedCount}</strong></li>`,
+      `<li><span>${escHtml(t("builder.promote.summary.flags"))}</span><strong>${ctx.flagCount}</strong></li>`,
+    ].join("");
+    const extra = ctx.extraTopLevel > 0
+      ? `<p class="builder-promote-note">${escHtml(
+          t("builder.promote.summary.note_extra").replace("{n}", String(ctx.extraTopLevel)),
+        )}</p>`
+      : "";
+    return (
+      `<h3 class="builder-promote-section-title">${escHtml(t("builder.promote.summary.heading"))}</h3>` +
+      `<ul class="builder-promote-summary">${rows}</ul>${extra}`
+    );
+  }
+
+  function renderStep2(): string {
+    const list = parties.length === 0
+      ? `<p class="builder-promote-empty">${escHtml(t("builder.promote.parties.empty"))}</p>`
+      : parties.map((p, i) => (
+          `<div class="builder-promote-party" data-idx="${i}">` +
+          `<input class="builder-promote-party-name" placeholder="${escAttr(t("builder.promote.parties.name"))}" value="${escAttr(p.name)}" />` +
+          `<input class="builder-promote-party-role" placeholder="${escAttr(t("builder.promote.parties.role"))}" value="${escAttr(p.role)}" />` +
+          `<input class="builder-promote-party-rep" placeholder="${escAttr(t("builder.promote.parties.representative"))}" value="${escAttr(p.representative)}" />` +
+          `<button type="button" class="builder-promote-party-remove" aria-label="${escAttr(t("builder.promote.parties.remove"))}">×</button>` +
+          `</div>`
+        )).join("");
+    return (
+      `<p class="builder-promote-hint">${escHtml(t("builder.promote.parties.hint"))}</p>` +
+      `<div class="builder-promote-parties">${list}</div>` +
+      `<button type="button" class="builder-promote-party-add">${escHtml(t("builder.promote.parties.add"))}</button>`
+    );
+  }
+
+  function renderStep3(): string {
+    const parentOpts = [`<option value="">${escHtml(t("builder.promote.meta.parent.none"))}</option>`]
+      .concat(parents.map((p) => {
+        const sel = p.id === meta.parentId ? " selected" : "";
+        const label = p.reference ? `${p.title} (${p.reference})` : p.title;
+        return `<option value="${escAttr(p.id)}"${sel}>${escHtml(label)}</option>`;
+      })).join("");
+    const sideSel = (v: string) => (meta.ourSide === v ? " selected" : "");
+    const team = users
+      .filter((u) => u.id !== ctx.ownerId)
+      .slice(0, 40)
+      .map((u) => {
+        const checked = meta.teamIds.has(u.id) ? " checked" : "";
+        const label = (u.display_name || "").trim()
+          ? ((u.office ? `${u.display_name} · ${u.office}` : u.display_name) as string)
+          : u.email;
+        return (
+          `<label class="builder-promote-team-item">` +
+          `<input type="checkbox" class="builder-promote-team-cb" data-user-id="${escAttr(u.id)}"${checked} />` +
+          `<span>${escHtml(label)}</span></label>`
+        );
+      }).join("");
+    return (
+      `<label class="builder-promote-field"><span>${escHtml(t("builder.promote.meta.title"))}</span>` +
+      `<input class="builder-promote-title" placeholder="${escAttr(t("builder.promote.meta.title.placeholder"))}" value="${escAttr(meta.title)}" /></label>` +
+      `<div class="builder-promote-field-row">` +
+      `<label class="builder-promote-field"><span>${escHtml(t("builder.promote.meta.reference"))}</span>` +
+      `<input class="builder-promote-reference" value="${escAttr(meta.reference)}" /></label>` +
+      `<label class="builder-promote-field"><span>${escHtml(t("builder.promote.meta.case_number"))}</span>` +
+      `<input class="builder-promote-casenumber" value="${escAttr(meta.caseNumber)}" /></label>` +
+      `</div>` +
+      `<div class="builder-promote-field-row">` +
+      `<label class="builder-promote-field"><span>${escHtml(t("builder.promote.meta.client_number"))}</span>` +
+      `<input class="builder-promote-clientnumber" value="${escAttr(meta.clientNumber)}" /></label>` +
+      `<label class="builder-promote-field"><span>${escHtml(t("builder.promote.meta.our_side"))}</span>` +
+      `<select class="builder-promote-ourside">` +
+      `<option value=""${sideSel("")}>${escHtml(t("builder.promote.meta.our_side.none"))}</option>` +
+      `<option value="claimant"${sideSel("claimant")}>${escHtml(t("builder.promote.meta.our_side.claimant"))}</option>` +
+      `<option value="defendant"${sideSel("defendant")}>${escHtml(t("builder.promote.meta.our_side.defendant"))}</option>` +
+      `</select></label>` +
+      `</div>` +
+      `<label class="builder-promote-field"><span>${escHtml(t("builder.promote.meta.parent"))}</span>` +
+      `<select class="builder-promote-parent">${parentOpts}</select></label>` +
+      `<div class="builder-promote-field"><span>${escHtml(t("builder.promote.meta.team"))}</span>` +
+      `<p class="builder-promote-team-hint">${escHtml(t("builder.promote.meta.team.hint"))}</p>` +
+      `<div class="builder-promote-team">${team}</div></div>` +
+      `<p class="builder-promote-error" hidden></p>`
+    );
+  }
+
+  function render(): void {
+    let body = "";
+    if (step === 1) body = renderStep1();
+    else if (step === 2) body = renderStep2();
+    else body = renderStep3();
+
+    const backLabel = t("builder.promote.back");
+    const cancelLabel = t("builder.promote.cancel");
+    const nextLabel = step < 3 ? t("builder.promote.next") : t("builder.promote.commit");
+
+    modal.innerHTML = `
+      <header class="builder-modal-header">
+        <h2 class="builder-modal-title">${escHtml(t("builder.promote.title"))}</h2>
+        <button type="button" class="builder-modal-close" aria-label="${escAttr(cancelLabel)}">×</button>
+      </header>
+      ${stepHeader()}
+      <div class="builder-promote-body">${body}</div>
+      <footer class="builder-promote-footer">
+        <button type="button" class="builder-promote-cancel">${escHtml(cancelLabel)}</button>
+        <span class="builder-promote-footer-spacer"></span>
+        ${step > 1 ? `<button type="button" class="builder-promote-backbtn">${escHtml(backLabel)}</button>` : ""}
+        <button type="button" class="builder-promote-nextbtn builder-action-btn--primary">${escHtml(nextLabel)}</button>
+      </footer>`;
+    wire();
+  }
+
+  function captureStep2(): void {
+    modal.querySelectorAll<HTMLElement>(".builder-promote-party").forEach((row) => {
+      const idx = Number(row.getAttribute("data-idx"));
+      if (Number.isNaN(idx) || !parties[idx]) return;
+      parties[idx].name = (row.querySelector(".builder-promote-party-name") as HTMLInputElement).value;
+      parties[idx].role = (row.querySelector(".builder-promote-party-role") as HTMLInputElement).value;
+      parties[idx].representative = (row.querySelector(".builder-promote-party-rep") as HTMLInputElement).value;
+    });
+  }
+
+  function captureStep3(): void {
+    const get = (sel: string) => (modal.querySelector(sel) as HTMLInputElement | null)?.value ?? "";
+    meta.title = get(".builder-promote-title");
+    meta.reference = get(".builder-promote-reference");
+    meta.caseNumber = get(".builder-promote-casenumber");
+    meta.clientNumber = get(".builder-promote-clientnumber");
+    meta.ourSide = ((modal.querySelector(".builder-promote-ourside") as HTMLSelectElement)?.value || "") as typeof meta.ourSide;
+    meta.parentId = (modal.querySelector(".builder-promote-parent") as HTMLSelectElement)?.value || "";
+    meta.teamIds = new Set(
+      Array.from(modal.querySelectorAll<HTMLInputElement>(".builder-promote-team-cb:checked"))
+        .map((cb) => cb.getAttribute("data-user-id") || "")
+        .filter(Boolean),
+    );
+  }
+
+  function wire(): void {
+    modal.querySelector(".builder-modal-close")?.addEventListener("click", close);
+    modal.querySelector(".builder-promote-cancel")?.addEventListener("click", close);
+    modal.querySelector(".builder-promote-backbtn")?.addEventListener("click", () => {
+      if (step === 2) captureStep2();
+      if (step === 3) captureStep3();
+      step = Math.max(1, step - 1);
+      render();
+    });
+    modal.querySelector(".builder-promote-nextbtn")?.addEventListener("click", () => {
+      if (step === 2) captureStep2();
+      if (step < 3) {
+        step += 1;
+        render();
+        return;
+      }
+      captureStep3();
+      void commit();
+    });
+    if (step === 2) {
+      modal.querySelector(".builder-promote-party-add")?.addEventListener("click", () => {
+        captureStep2();
+        parties.push({ name: "", role: "", representative: "" });
+        render();
+      });
+      modal.querySelectorAll<HTMLElement>(".builder-promote-party-remove").forEach((btn) => {
+        btn.addEventListener("click", () => {
+          captureStep2();
+          const row = btn.closest(".builder-promote-party") as HTMLElement;
+          const idx = Number(row?.getAttribute("data-idx"));
+          if (!Number.isNaN(idx)) parties.splice(idx, 1);
+          render();
+        });
+      });
+    }
+  }
+
+  async function commit(): Promise<void> {
+    const errEl = modal.querySelector(".builder-promote-error") as HTMLElement | null;
+    const showErr = (msg: string) => {
+      if (errEl) {
+        errEl.textContent = msg;
+        errEl.hidden = false;
+      }
+    };
+    if (!meta.title.trim()) {
+      showErr(t("builder.promote.error.title_required"));
+      return;
+    }
+    const nextBtn = modal.querySelector(".builder-promote-nextbtn") as HTMLButtonElement | null;
+    if (nextBtn) nextBtn.disabled = true;
+
+    const payload: Record<string, unknown> = {
+      title: meta.title.trim(),
+      reference: meta.reference.trim() || undefined,
+      case_number: meta.caseNumber.trim() || undefined,
+      client_number: meta.clientNumber.trim() || undefined,
+      our_side: meta.ourSide || undefined,
+      parent_id: meta.parentId || undefined,
+      parties: parties
+        .filter((p) => p.name.trim())
+        .map((p) => ({
+          name: p.name.trim(),
+          role: p.role.trim() || undefined,
+          representative: p.representative.trim() || undefined,
+        })),
+      team_members: Array.from(meta.teamIds).map((id) => ({ user_id: id })),
+    };
+
+    try {
+      const resp = await fetch(
+        "/api/builder/scenarios/" + encodeURIComponent(ctx.scenarioId) + "/promote",
+        {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify(payload),
+        },
+      );
+      if (!resp.ok) {
+        if (nextBtn) nextBtn.disabled = false;
+        showErr(t("builder.promote.error.generic"));
+        return;
+      }
+      const out = (await resp.json()) as { project_id: string };
+      const body = modal.querySelector(".builder-promote-body") as HTMLElement;
+      if (body) body.innerHTML = `<p class="builder-promote-success">${escHtml(t("builder.promote.success"))}</p>`;
+      ctx.onSuccess(out.project_id);
+    } catch {
+      if (nextBtn) nextBtn.disabled = false;
+      showErr(t("builder.promote.error.generic"));
+    }
+  }
+
+  render();
+  document.body.appendChild(backdrop);
+  (modal.querySelector(".builder-promote-nextbtn") as HTMLElement | null)?.focus();
+}
+
+async function fetchProjects(type: string): Promise<ProjectOption[]> {
+  try {
+    const resp = await fetch("/api/projects?type=" + encodeURIComponent(type));
+    if (!resp.ok) return [];
+    const data = (await resp.json()) as ProjectOption[];
+    return Array.isArray(data) ? data : [];
+  } catch {
+    return [];
+  }
+}
+
+async function fetchUsers(): Promise<UserOption[]> {
+  try {
+    const resp = await fetch("/api/users");
+    if (!resp.ok) return [];
+    const data = (await resp.json()) as UserOption[];
+    return Array.isArray(data) ? data : [];
+  } catch {
+    return [];
+  }
+}
+
+function escHtml(s: string): string {
+  return s
+    .replace(/&/g, "&amp;")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}

frontend/src/client/builder-search.ts

@@ -0,0 +1,412 @@
+// Universal search dropdown for the Litigation Builder (m/paliad#153 B3).
+//
+// PRD §2.2 + §3.1 + §6.3: the page-header search box ("Suche") drives
+// a typed dropdown returning grouped event / scenario / project hits.
+// Picking an event lands the user on a scratch scenario with one
+// triplet anchored on that event's proceeding type. Picking a scenario
+// loads it; picking a project (Akte) is deferred to B4 (the dropdown
+// row renders but pick falls through to a console hint until B4 wires
+// project-backed scenarios).
+//
+// The controller is owned by builder.ts; this module exports
+// `mountBuilderSearch` which wires the input + dropdown lifecycle and
+// invokes the supplied callbacks. No module-level state — re-mounting
+// is safe.
+
+import { t } from "./i18n";
+
+export interface EventSearchHit {
+  id: string;
+  code: string;
+  name_de: string;
+  name_en: string;
+  event_kind?: string | null;
+  primary_party?: string | null;
+  anchor_rule_id: string;
+  follow_up_count: number;
+  proceeding_type: {
+    id: number;
+    code: string;
+    name_de: string;
+    name_en: string;
+    jurisdiction?: string | null;
+  };
+}
+
+export interface ScenarioSearchHit {
+  id: string;
+  name: string;
+  status: string;
+  updated_at: string;
+}
+
+export interface ProjectSearchHit {
+  id: string;
+  type: string;
+  title: string;
+  reference?: string | null;
+  case_number?: string | null;
+  matter_number?: string | null;
+  client_number?: string | null;
+}
+
+export interface UniversalSearchResponse {
+  query: string;
+  events: EventSearchHit[];
+  scenarios: ScenarioSearchHit[];
+  projects: ProjectSearchHit[];
+  counts: { events: number; scenarios: number; projects: number };
+}
+
+export interface BuilderSearchCallbacks {
+  onPickEvent: (hit: EventSearchHit) => void | Promise<void>;
+  onPickScenario: (hit: ScenarioSearchHit) => void | Promise<void>;
+  onPickProject?: (hit: ProjectSearchHit) => void | Promise<void>;
+}
+
+interface Controller {
+  input: HTMLInputElement;
+  dropdown: HTMLElement;
+  open: boolean;
+  abort: AbortController | null;
+  debounceTimer: number | null;
+  lang: "de" | "en";
+}
+
+let active: Controller | null = null;
+
+// mountBuilderSearch wires the universal search behavior onto an
+// existing <input>. Idempotent — re-calling tears down the previous
+// dropdown and rebinds. Returns a controller exposing focus() so the
+// entry-mode toggle in builder.ts can land on the search input.
+export function mountBuilderSearch(
+  input: HTMLInputElement,
+  cb: BuilderSearchCallbacks,
+): { focus: () => void; close: () => void } {
+  teardown();
+
+  const lang: "de" | "en" = document.documentElement.lang === "en" ? "en" : "de";
+
+  // Single dropdown container, anchored under the input. Positioned
+  // absolutely so it floats above the canvas without reflowing layout.
+  const dropdown = document.createElement("div");
+  dropdown.className = "builder-search-dropdown";
+  dropdown.setAttribute("role", "listbox");
+  dropdown.hidden = true;
+  document.body.appendChild(dropdown);
+
+  active = {
+    input,
+    dropdown,
+    open: false,
+    abort: null,
+    debounceTimer: null,
+    lang,
+  };
+
+  input.addEventListener("input", onInput);
+  input.addEventListener("focus", onFocus);
+  input.addEventListener("keydown", onKeydown);
+  document.addEventListener("click", onOutsideClick, true);
+  window.addEventListener("resize", reposition);
+  window.addEventListener("scroll", reposition, true);
+
+  // Click handler is wired once on the dropdown root via event
+  // delegation; per-row data attributes identify the hit type.
+  dropdown.addEventListener("click", (ev) => {
+    const row = (ev.target as HTMLElement).closest<HTMLElement>(".builder-search-row");
+    if (!row) return;
+    const kind = row.getAttribute("data-hit-kind");
+    const payload = row.getAttribute("data-hit-payload");
+    if (!kind || !payload) return;
+    try {
+      const hit = JSON.parse(payload);
+      ev.stopPropagation();
+      closeDropdown();
+      if (kind === "event") void cb.onPickEvent(hit);
+      else if (kind === "scenario") void cb.onPickScenario(hit);
+      else if (kind === "project" && cb.onPickProject) void cb.onPickProject(hit);
+    } catch (err) {
+      console.error("builder-search: bad payload", err);
+    }
+  });
+
+  return {
+    focus: () => {
+      input.focus();
+      // Open the dropdown on focus even when input is empty — show the
+      // "start typing" hint per PRD §2.2 (search box auto-focuses).
+      openDropdown();
+      renderHint(t("builder.search.hint.start"));
+    },
+    close: closeDropdown,
+  };
+}
+
+function teardown(): void {
+  if (!active) return;
+  if (active.abort) active.abort.abort();
+  if (active.debounceTimer !== null) window.clearTimeout(active.debounceTimer);
+  active.dropdown.remove();
+  active.input.removeEventListener("input", onInput);
+  active.input.removeEventListener("focus", onFocus);
+  active.input.removeEventListener("keydown", onKeydown);
+  document.removeEventListener("click", onOutsideClick, true);
+  window.removeEventListener("resize", reposition);
+  window.removeEventListener("scroll", reposition, true);
+  active = null;
+}
+
+function onInput(): void {
+  if (!active) return;
+  const q = active.input.value.trim();
+  if (active.debounceTimer !== null) window.clearTimeout(active.debounceTimer);
+  if (q.length === 0) {
+    openDropdown();
+    renderHint(t("builder.search.hint.start"));
+    return;
+  }
+  if (q.length < 2) {
+    openDropdown();
+    renderHint(t("builder.search.hint.short"));
+    return;
+  }
+  active.debounceTimer = window.setTimeout(() => {
+    void runSearch(q);
+  }, 180);
+}
+
+function onFocus(): void {
+  if (!active) return;
+  const q = active.input.value.trim();
+  if (q.length === 0) {
+    openDropdown();
+    renderHint(t("builder.search.hint.start"));
+  } else if (q.length >= 2) {
+    void runSearch(q);
+  }
+}
+
+function onKeydown(ev: KeyboardEvent): void {
+  if (!active) return;
+  if (ev.key === "Escape") {
+    closeDropdown();
+    return;
+  }
+  if (ev.key === "ArrowDown" || ev.key === "ArrowUp") {
+    const rows = Array.from(active.dropdown.querySelectorAll<HTMLElement>(".builder-search-row"));
+    if (rows.length === 0) return;
+    ev.preventDefault();
+    const current = active.dropdown.querySelector<HTMLElement>(".builder-search-row.is-focus");
+    let idx = current ? rows.indexOf(current) : -1;
+    idx = ev.key === "ArrowDown"
+      ? Math.min(rows.length - 1, idx + 1)
+      : Math.max(0, idx - 1);
+    rows.forEach((r) => r.classList.remove("is-focus"));
+    rows[idx].classList.add("is-focus");
+    rows[idx].scrollIntoView({ block: "nearest" });
+    return;
+  }
+  if (ev.key === "Enter") {
+    const focused = active.dropdown.querySelector<HTMLElement>(".builder-search-row.is-focus");
+    if (focused) {
+      ev.preventDefault();
+      focused.click();
+    }
+  }
+}
+
+function onOutsideClick(ev: Event): void {
+  if (!active) return;
+  const target = ev.target as Node;
+  if (active.input.contains(target)) return;
+  if (active.dropdown.contains(target)) return;
+  closeDropdown();
+}
+
+async function runSearch(q: string): Promise<void> {
+  if (!active) return;
+  // Cancel any in-flight request so a slow earlier query can't clobber
+  // a faster newer one.
+  if (active.abort) active.abort.abort();
+  const ctl = new AbortController();
+  active.abort = ctl;
+
+  openDropdown();
+  renderHint(t("builder.search.hint.loading"));
+
+  try {
+    const url = "/api/builder/search?q=" + encodeURIComponent(q);
+    const resp = await fetch(url, { signal: ctl.signal });
+    if (!resp.ok) {
+      renderHint(t("builder.search.hint.error"));
+      return;
+    }
+    const data = (await resp.json()) as UniversalSearchResponse;
+    if (active.abort !== ctl) return;
+    renderResults(data);
+  } catch (err) {
+    if ((err as { name?: string })?.name === "AbortError") return;
+    console.error("builder-search error:", err);
+    renderHint(t("builder.search.hint.error"));
+  }
+}
+
+function renderHint(message: string): void {
+  if (!active) return;
+  active.dropdown.innerHTML = `<div class="builder-search-hint">${escHtml(message)}</div>`;
+  reposition();
+}
+
+function renderResults(data: UniversalSearchResponse): void {
+  if (!active) return;
+  const lang = active.lang;
+
+  const total = data.events.length + data.scenarios.length + data.projects.length;
+  if (total === 0) {
+    renderHint(t("builder.search.hint.empty"));
+    return;
+  }
+
+  // Result-count summary per PRD §2.2: "N Ereignisse · M Szenarios · K Akten"
+  const counts = `<div class="builder-search-summary">` +
+    escHtml(tCount("builder.search.summary.events", data.events.length)) +
+    ` · ` +
+    escHtml(tCount("builder.search.summary.scenarios", data.scenarios.length)) +
+    ` · ` +
+    escHtml(tCount("builder.search.summary.projects", data.projects.length)) +
+    `</div>`;
+
+  const sections: string[] = [counts];
+
+  if (data.events.length > 0) {
+    sections.push(renderGroup(
+      t("builder.search.group.events"),
+      data.events.map((e) => renderEventRow(e, lang)).join(""),
+    ));
+  }
+  if (data.scenarios.length > 0) {
+    sections.push(renderGroup(
+      t("builder.search.group.scenarios"),
+      data.scenarios.map((s) => renderScenarioRow(s)).join(""),
+    ));
+  }
+  if (data.projects.length > 0) {
+    sections.push(renderGroup(
+      t("builder.search.group.projects"),
+      data.projects.map((p) => renderProjectRow(p, lang)).join(""),
+    ));
+  }
+
+  active.dropdown.innerHTML = sections.join("");
+  reposition();
+}
+
+function renderGroup(label: string, rowsHtml: string): string {
+  return `<section class="builder-search-group">` +
+    `<header class="builder-search-group-label">${escHtml(label)}</header>` +
+    rowsHtml +
+    `</section>`;
+}
+
+function renderEventRow(hit: EventSearchHit, lang: "de" | "en"): string {
+  const name = lang === "en" ? (hit.name_en || hit.name_de) : (hit.name_de || hit.name_en);
+  const ptName = lang === "en"
+    ? (hit.proceeding_type.name_en || hit.proceeding_type.name_de)
+    : (hit.proceeding_type.name_de || hit.proceeding_type.name_en);
+  const party = hit.primary_party ? `<span class="builder-search-party">${escHtml(hit.primary_party)}</span>` : "";
+  const kind = hit.event_kind ? `<span class="builder-search-kind">${escHtml(hit.event_kind)}</span>` : "";
+  // Payload for the click handler — we embed the full hit so builder.ts
+  // doesn't need a second lookup. JSON-encoded into a data attribute,
+  // attr-escaped on the way in.
+  const payload = escAttr(JSON.stringify(hit));
+  return `<div class="builder-search-row" data-hit-kind="event" data-hit-payload="${payload}" tabindex="-1" role="option">` +
+    `<div class="builder-search-row-main">` +
+      `<span class="builder-search-pt-code">${escHtml(hit.proceeding_type.code)}</span>` +
+      `<span class="builder-search-event-name">${escHtml(name)}</span>` +
+    `</div>` +
+    `<div class="builder-search-row-meta">` +
+      `<span class="builder-search-pt-name">${escHtml(ptName)}</span>` +
+      kind + party +
+    `</div>` +
+  `</div>`;
+}
+
+function renderScenarioRow(hit: ScenarioSearchHit): string {
+  const payload = escAttr(JSON.stringify(hit));
+  return `<div class="builder-search-row" data-hit-kind="scenario" data-hit-payload="${payload}" tabindex="-1" role="option">` +
+    `<div class="builder-search-row-main">` +
+      `<span class="builder-search-scenario-name">${escHtml(hit.name)}</span>` +
+    `</div>` +
+    `<div class="builder-search-row-meta">` +
+      `<span class="builder-search-status">${escHtml(hit.status)}</span>` +
+    `</div>` +
+  `</div>`;
+}
+
+function renderProjectRow(hit: ProjectSearchHit, _lang: "de" | "en"): string {
+  const meta: string[] = [];
+  if (hit.case_number) meta.push(hit.case_number);
+  if (hit.matter_number) meta.push(hit.matter_number);
+  if (hit.client_number) meta.push(hit.client_number);
+  if (hit.reference) meta.push(hit.reference);
+  const metaText = meta.length > 0 ? meta.join(" · ") : "";
+  const payload = escAttr(JSON.stringify(hit));
+  return `<div class="builder-search-row" data-hit-kind="project" data-hit-payload="${payload}" tabindex="-1" role="option">` +
+    `<div class="builder-search-row-main">` +
+      `<span class="builder-search-project-type">${escHtml(hit.type)}</span>` +
+      `<span class="builder-search-project-title">${escHtml(hit.title)}</span>` +
+    `</div>` +
+    `<div class="builder-search-row-meta">${escHtml(metaText)}</div>` +
+  `</div>`;
+}
+
+function openDropdown(): void {
+  if (!active) return;
+  active.dropdown.hidden = false;
+  active.open = true;
+  reposition();
+}
+
+function closeDropdown(): void {
+  if (!active) return;
+  active.dropdown.hidden = true;
+  active.open = false;
+  if (active.abort) {
+    active.abort.abort();
+    active.abort = null;
+  }
+}
+
+function reposition(): void {
+  if (!active || !active.open) return;
+  const rect = active.input.getBoundingClientRect();
+  const top = rect.bottom + window.scrollY + 4;
+  const left = rect.left + window.scrollX;
+  const width = Math.max(rect.width, 380);
+  active.dropdown.style.position = "absolute";
+  active.dropdown.style.top = `${top}px`;
+  active.dropdown.style.left = `${left}px`;
+  active.dropdown.style.width = `${width}px`;
+  active.dropdown.style.zIndex = "60";
+}
+
+// tCount applies a simple plural pick: keys ".one" / ".other" carry
+// the singular/plural variants; the caller's key is the bare stem.
+function tCount(key: string, n: number): string {
+  const variant = n === 1 ? `${key}.one` : `${key}.other`;
+  return t(variant).replace("{n}", String(n));
+}
+
+function escHtml(s: string): string {
+  return s
+    .replace(/&/g, "&amp;")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}

frontend/src/client/builder-shares.ts

@@ -0,0 +1,229 @@
+// Litigation Builder — share-with-team UI (m/paliad#153 PRD §2.5, B5).
+//
+// "Teilen" opens a modal with an HLC user picker. Picking a colleague +
+// "Schreibgeschützt teilen" POSTs a paliad.scenario_shares row; the owner
+// stays sole editor. Existing shares are listed with a revoke affordance.
+// The sharee sees the scenario in their "Geteilt mit mir" bucket (read-
+// only) — that side is handled by builder.ts.
+
+import { t } from "./i18n";
+
+export interface ShareUser {
+  id: string;
+  email: string;
+  display_name?: string;
+  office?: string;
+}
+
+export interface BuilderShareRow {
+  id: string;
+  scenario_id: string;
+  shared_with_user_id: string;
+  created_by: string;
+  created_at: string;
+}
+
+interface ShareModalOpts {
+  scenarioId: string;
+  ownerId?: string;
+  currentShares: BuilderShareRow[];
+  // Called after a successful add/revoke with the fresh share list so the
+  // caller can update state.active.shares + re-render side panel buckets.
+  onChanged: (shares: BuilderShareRow[]) => void;
+}
+
+let allUsers: ShareUser[] | null = null;
+
+async function fetchUsers(): Promise<ShareUser[]> {
+  if (allUsers) return allUsers;
+  try {
+    const resp = await fetch("/api/users");
+    if (!resp.ok) return [];
+    const data = (await resp.json()) as ShareUser[];
+    allUsers = Array.isArray(data) ? data : [];
+    return allUsers;
+  } catch {
+    return [];
+  }
+}
+
+function userLabel(u: ShareUser): string {
+  const name = (u.display_name || "").trim();
+  if (name) return u.office ? `${name} · ${u.office}` : name;
+  return u.email;
+}
+
+export async function openShareModal(opts: ShareModalOpts): Promise<void> {
+  const users = await fetchUsers();
+  let shares = [...opts.currentShares];
+
+  const backdrop = document.createElement("div");
+  backdrop.className = "builder-modal-backdrop";
+  backdrop.innerHTML = `
+    <div class="builder-modal builder-share-modal" role="dialog" aria-modal="true"
+         aria-label="${escAttr(t("builder.share.title"))}">
+      <header class="builder-modal-header">
+        <h2 class="builder-modal-title">${escHtml(t("builder.share.title"))}</h2>
+        <button type="button" class="builder-modal-close" aria-label="${escAttr(t("builder.share.close"))}">×</button>
+      </header>
+      <p class="builder-modal-subtitle">${escHtml(t("builder.share.subtitle"))}</p>
+      <div class="builder-share-pickerbox">
+        <input type="search" class="builder-share-search" autocomplete="off" spellcheck="false"
+               placeholder="${escAttr(t("builder.share.search.placeholder"))}" />
+        <ul class="builder-share-results" aria-label="${escAttr(t("builder.share.title"))}"></ul>
+      </div>
+      <div class="builder-share-current">
+        <h3 class="builder-share-current-title">${escHtml(t("builder.share.current.title"))}</h3>
+        <ul class="builder-share-current-list"></ul>
+      </div>
+    </div>`;
+
+  const close = () => {
+    document.removeEventListener("keydown", onEsc, true);
+    backdrop.remove();
+  };
+  const onEsc = (e: KeyboardEvent) => {
+    if (e.key === "Escape") close();
+  };
+  backdrop.addEventListener("click", (e) => {
+    if (e.target === backdrop) close();
+  });
+  backdrop.querySelector(".builder-modal-close")?.addEventListener("click", close);
+  document.addEventListener("keydown", onEsc, true);
+
+  const searchEl = backdrop.querySelector(".builder-share-search") as HTMLInputElement;
+  const resultsEl = backdrop.querySelector(".builder-share-results") as HTMLElement;
+  const currentEl = backdrop.querySelector(".builder-share-current-list") as HTMLElement;
+
+  function renderCurrent(): void {
+    if (shares.length === 0) {
+      currentEl.innerHTML = `<li class="builder-share-current-empty">${escHtml(t("builder.share.current.empty"))}</li>`;
+      return;
+    }
+    currentEl.innerHTML = shares.map((sh) => {
+      const u = users.find((x) => x.id === sh.shared_with_user_id);
+      const label = u ? userLabel(u) : sh.shared_with_user_id;
+      return (
+        `<li class="builder-share-current-item" data-share-id="${escAttr(sh.id)}">` +
+        `<span class="builder-share-current-name">${escHtml(label)}</span>` +
+        `<button type="button" class="builder-share-revoke">${escHtml(t("builder.share.revoke"))}</button>` +
+        `</li>`
+      );
+    }).join("");
+    currentEl.querySelectorAll<HTMLElement>(".builder-share-current-item").forEach((li) => {
+      const id = li.getAttribute("data-share-id");
+      if (!id) return;
+      li.querySelector(".builder-share-revoke")?.addEventListener("click", () => {
+        void revoke(id);
+      });
+    });
+  }
+
+  function renderResults(): void {
+    const q = searchEl.value.trim().toLowerCase();
+    const sharedIds = new Set(shares.map((s) => s.shared_with_user_id));
+    const matches = users
+      .filter((u) => u.id !== opts.ownerId && !sharedIds.has(u.id))
+      .filter((u) => {
+        if (!q) return true;
+        return (
+          (u.display_name || "").toLowerCase().includes(q) ||
+          u.email.toLowerCase().includes(q) ||
+          (u.office || "").toLowerCase().includes(q)
+        );
+      })
+      .slice(0, 12);
+    if (matches.length === 0) {
+      resultsEl.innerHTML = `<li class="builder-share-result-empty">${escHtml(t("builder.share.no_results"))}</li>`;
+      return;
+    }
+    resultsEl.innerHTML = matches.map((u) => (
+      `<li class="builder-share-result" data-user-id="${escAttr(u.id)}">` +
+      `<span class="builder-share-result-name">${escHtml(userLabel(u))}</span>` +
+      `<button type="button" class="builder-share-add">${escHtml(t("builder.share.button"))}</button>` +
+      `</li>`
+    )).join("");
+    resultsEl.querySelectorAll<HTMLElement>(".builder-share-result").forEach((li) => {
+      const uid = li.getAttribute("data-user-id");
+      if (!uid) return;
+      li.querySelector(".builder-share-add")?.addEventListener("click", () => {
+        void add(uid);
+      });
+    });
+  }
+
+  async function add(userId: string): Promise<void> {
+    try {
+      const resp = await fetch(
+        "/api/builder/scenarios/" + encodeURIComponent(opts.scenarioId) + "/shares",
+        {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ shared_with_user_id: userId }),
+        },
+      );
+      if (!resp.ok) {
+        flashError();
+        return;
+      }
+      const row = (await resp.json()) as BuilderShareRow;
+      shares = [...shares.filter((s) => s.id !== row.id), row];
+      searchEl.value = "";
+      renderResults();
+      renderCurrent();
+      opts.onChanged(shares);
+    } catch {
+      flashError();
+    }
+  }
+
+  async function revoke(shareId: string): Promise<void> {
+    try {
+      const resp = await fetch(
+        "/api/builder/scenarios/" + encodeURIComponent(opts.scenarioId) +
+          "/shares/" + encodeURIComponent(shareId),
+        { method: "DELETE" },
+      );
+      if (!resp.ok && resp.status !== 204) {
+        flashError();
+        return;
+      }
+      shares = shares.filter((s) => s.id !== shareId);
+      renderResults();
+      renderCurrent();
+      opts.onChanged(shares);
+    } catch {
+      flashError();
+    }
+  }
+
+  function flashError(): void {
+    const box = backdrop.querySelector(".builder-share-pickerbox") as HTMLElement;
+    let err = box.querySelector(".builder-share-error") as HTMLElement | null;
+    if (!err) {
+      err = document.createElement("p");
+      err.className = "builder-share-error";
+      box.appendChild(err);
+    }
+    err.textContent = t("builder.share.error");
+  }
+
+  searchEl.addEventListener("input", renderResults);
+  renderResults();
+  renderCurrent();
+  document.body.appendChild(backdrop);
+  searchEl.focus();
+}
+
+function escHtml(s: string): string {
+  return s
+    .replace(/&/g, "&amp;")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}

frontend/src/client/builder.ts

@@ -24,8 +24,28 @@ import {
   type DeadlineResponse,
   type Side,
 } from "./views/verfahrensablauf-core";
+import { filterByDetailMode, type DetailMode } from "./verfahrensablauf-detail-mode";
 import { mountAddProceedingPicker, type ProceedingTypeMeta } from "./builder-picker";
 import { overlayEventStates, renderTriplet, type ScenarioFlagCatalogEntry } from "./builder-triplet";
+import {
+  mountBuilderSearch,
+  type EventSearchHit,
+  type ScenarioSearchHit,
+  type ProjectSearchHit,
+} from "./builder-search";
+import {
+  mountAktePicker,
+  createScenarioFromProject,
+  renderAkteBanner,
+  type AktePickerHandle,
+} from "./builder-akte";
+import {
+  onScenarioFlagsChanged,
+  SCENARIO_FLAG_CHANGED_EVENT,
+  type ScenarioFlagChangedDetail,
+} from "./scenario-flags";
+import { openShareModal, type BuilderShareRow } from "./builder-shares";
+import { openPromoteWizard } from "./builder-promote";
 
 // Spawn map (PRD §3.6). When a scenario_flag transitions OFF → ON on a
 // parent proceeding, the builder auto-creates a child proceeding row
@@ -102,9 +122,19 @@ export interface BuilderScenarioDeep extends BuilderScenario {
 // Module state — single active scenario per tab.
 // ────────────────────────────────────────────────────────────────────────────
 
+type EntryMode = "cold" | "event" | "akte";
+
 interface State {
   active: BuilderScenarioDeep | null;
   list: BuilderScenario[];
+  // B5 — scenarios shared read-only with me (the "Geteilt mit mir"
+  // bucket). Disjoint from `list` (which is owner-scoped). readonly is
+  // true when the active scenario is one of these OR is promoted —
+  // either way every mutating affordance is disabled + a watermark shows.
+  shared: BuilderScenario[];
+  readonly: boolean;
+  // owner display-name cache for the read-only watermark.
+  ownerNameById: Map<string, string>;
   procTypes: ProceedingTypeMeta[];
   procTypesById: Map<number, ProceedingTypeMeta>;
   procTypesByCode: Map<string, ProceedingTypeMeta>;
@@ -114,17 +144,36 @@ interface State {
   // racing PATCHes overwriting each other when the user changes more
   // than one field inside a 500ms window.
   pending: { name?: string; stichtag?: string; notes?: string };
+  // B3: entry mode + anchor highlight. PRD §2.2 — when the user picks
+  // an event from universal search, the canvas renders one triplet
+  // with the picked rule highlighted (lime band + "DU BIST HIER"
+  // divider). anchorRuleID survives across re-renders within a single
+  // mode session; switching mode away from "event" clears it.
+  mode: EntryMode;
+  anchorRuleID: string | null;
+  searchCtl: { focus: () => void; close: () => void } | null;
+  // B4 — Akte-mode picker handle. Null until the page mounts; once
+  // mountAktePicker resolves, the handle lets us keep the picker
+  // selection reflective of the active scenario (origin_project_id).
+  aktePicker: AktePickerHandle | null;
 }
 
 const state: State = {
   active: null,
   list: [],
+  shared: [],
+  readonly: false,
+  ownerNameById: new Map(),
   procTypes: [],
   procTypesById: new Map(),
   procTypesByCode: new Map(),
   flagCatalog: [],
   saveTimer: null,
   pending: {},
+  mode: "cold",
+  anchorRuleID: null,
+  searchCtl: null,
+  aktePicker: null,
 };
 
 // ────────────────────────────────────────────────────────────────────────────
@@ -148,10 +197,29 @@ async function fetchJSON<T>(input: RequestInfo, init?: RequestInit): Promise<T |
 }
 
 async function fetchScenarios(): Promise<BuilderScenario[]> {
-  const out = await fetchJSON<BuilderScenario[]>("/api/builder/scenarios?status=active");
+  // B5 — pull every status so the side panel can bucket into Aktiv /
+  // Promoted / Archiviert. The picker + recent list filter to active.
+  const out = await fetchJSON<BuilderScenario[]>("/api/builder/scenarios?status=all");
   return Array.isArray(out) ? out : [];
 }
 
+async function fetchSharedScenarios(): Promise<BuilderScenario[]> {
+  const out = await fetchJSON<BuilderScenario[]>("/api/builder/scenarios/shared");
+  return Array.isArray(out) ? out : [];
+}
+
+// fetchOwnerNames lazily loads the user directory once so the read-only
+// watermark can render "Geteilt von <Name>". Failures degrade to showing
+// the owner uuid; the watermark is informational, not load-bearing.
+async function ensureOwnerNames(): Promise<void> {
+  if (state.ownerNameById.size > 0) return;
+  const users = await fetchJSON<Array<{ id: string; display_name?: string; email: string }>>("/api/users");
+  if (!Array.isArray(users)) return;
+  for (const u of users) {
+    state.ownerNameById.set(u.id, (u.display_name || "").trim() || u.email);
+  }
+}
+
 async function fetchScenarioDeep(id: string): Promise<BuilderScenarioDeep | null> {
   return await fetchJSON<BuilderScenarioDeep>("/api/builder/scenarios/" + encodeURIComponent(id));
 }
@@ -360,20 +428,32 @@ async function flushAutoSave(): Promise<void> {
 // ────────────────────────────────────────────────────────────────────────────
 
 async function refreshScenarioList(): Promise<void> {
-  state.list = await fetchScenarios();
+  // Owned (all statuses) + shared-with-me run in parallel.
+  const [owned, shared] = await Promise.all([fetchScenarios(), fetchSharedScenarios()]);
+  state.list = owned;
+  state.shared = shared;
   renderScenarioList();
   renderScenarioPicker();
 }
 
-function renderScenarioList(): void {
-  const ul = document.getElementById("builder-scenario-list-active");
+// renderBucket paints one side-panel bucket UL + toggles its wrapper's
+// hidden attribute when empty. The Aktiv bucket always renders (shows the
+// empty hint); the others hide when they have no rows.
+function renderBucket(listId: string, wrapId: string | null, scenarios: BuilderScenario[], alwaysShow: boolean): void {
+  const ul = document.getElementById(listId);
   if (!ul) return;
-  if (state.list.length === 0) {
-    ul.innerHTML = `<li class="builder-scenario-list-empty" data-i18n="builder.panel.empty">Noch keine Szenarien.</li>`;
+  if (wrapId) {
+    const wrap = document.getElementById(wrapId);
+    if (wrap) wrap.hidden = !alwaysShow && scenarios.length === 0;
+  }
+  if (scenarios.length === 0) {
+    ul.innerHTML = alwaysShow
+      ? `<li class="builder-scenario-list-empty" data-i18n="builder.panel.empty">Noch keine Szenarien.</li>`
+      : "";
     return;
   }
   const activeId = state.active?.id;
-  ul.innerHTML = state.list.map((sc) => {
+  ul.innerHTML = scenarios.map((sc) => {
     const isActive = sc.id === activeId;
     return (
       `<li class="builder-scenario-list-item${isActive ? " is-active" : ""}"` +
@@ -392,12 +472,32 @@ function renderScenarioList(): void {
   });
 }
 
+function renderScenarioList(): void {
+  renderBucket("builder-scenario-list-active", null,
+    state.list.filter((s) => s.status === "active"), true);
+  renderBucket("builder-scenario-list-shared", "builder-bucket-shared", state.shared, false);
+  renderBucket("builder-scenario-list-promoted", "builder-bucket-promoted",
+    state.list.filter((s) => s.status === "promoted"), false);
+  renderBucket("builder-scenario-list-archived", "builder-bucket-archived",
+    state.list.filter((s) => s.status === "archived"), false);
+}
+
 function renderScenarioPicker(): void {
   const sel = document.getElementById("builder-scenario-picker") as HTMLSelectElement | null;
   if (!sel) return;
   const placeholderText = t("builder.picker.placeholder");
   const opts: string[] = [`<option value="">${escHtml(placeholderText)}</option>`];
-  for (const sc of state.list) {
+  // Picker shows openable scenarios: active owned + shared-with-me.
+  const pickable = [
+    ...state.list.filter((s) => s.status === "active"),
+    ...state.shared,
+  ];
+  // Ensure the currently-active scenario is selectable even if promoted/
+  // archived (so the dropdown reflects reality when one is open).
+  if (state.active && !pickable.some((s) => s.id === state.active!.id)) {
+    pickable.unshift(state.active);
+  }
+  for (const sc of pickable) {
     const selected = sc.id === state.active?.id ? " selected" : "";
     opts.push(`<option value="${escAttr(sc.id)}"${selected}>${escHtml(sc.name)}</option>`);
   }
@@ -515,15 +615,32 @@ async function hydrateTriplet(
     return;
   }
   const stichtag = proc.stichtag || state.active?.stichtag || todayISO();
+  // t-paliad-348 — port engine semantics to the Builder triplet calc:
+  //   - `includeOptional` follows the proceeding's detailgrad. The
+  //     "selected" default suppresses optional rules server-side
+  //     (engine drops them); "all_options" opts in so the dimmed
+  //     optional cards can be rendered for the lawyer to opt into.
+  //   - `filterByDetailMode` then runs client-side over what the
+  //     engine emitted, dropping isConditional rows (rules whose
+  //     `trigger_event_id` anchor wasn't supplied) when the lawyer
+  //     is on "selected"/"mandatory_only" — those rules belong to the
+  //     "naked proceeding with options but not always displayed"
+  //     mental model and shouldn't pollute the backbone view.
+  const detailgrad: DetailMode = (proc.detailgrad as DetailMode) || "selected";
   const data: DeadlineResponse | null = await calculateDeadlines({
     proceedingType: meta.code,
     triggerDate: stichtag,
     flags: scenarioFlagsToArray(proc.scenario_flags),
+    includeOptional: detailgrad === "all_options",
   });
   const side: Side = (proc.primary_party as Side) || null;
   const eventsByRule = buildEventsByRule(proc.id);
-  const columnsHtml = data
-    ? renderColumnsBody(data, { editable: false, side, showDurations: false })
+  const scenarioFlagsBool = scenarioFlagsToBoolMap(proc.scenario_flags);
+  const filteredData: DeadlineResponse | null = data
+    ? { ...data, deadlines: filterByDetailMode(data.deadlines, detailgrad, scenarioFlagsBool) }
+    : null;
+  const columnsHtml = filteredData
+    ? renderColumnsBody(filteredData, { editable: false, side, showDurations: false })
     : "";
   host.innerHTML = renderTriplet({
     proceeding: proc,
@@ -544,6 +661,59 @@ async function hydrateTriplet(
       void onEventHorizon(proc, ruleId, delta);
     },
   });
+  // B3 — apply the event-anchor highlight + "DU BIST HIER" divider on
+  // the matching card. Only fires when the active mode is "event" and
+  // an anchor rule was set by the search-pick flow.
+  if (state.mode === "event" && state.anchorRuleID) {
+    applyAnchorHighlight(host, state.anchorRuleID);
+  }
+}
+
+// applyAnchorHighlight spotlights the picked event card on a freshly
+// rendered triplet. PRD §2.2: lime band on the card + a horizontal
+// "━━ DU BIST HIER ━━" divider above the next-coming events. The
+// divider spans all 3 columns of the grid via grid-column: 1 / -1.
+function applyAnchorHighlight(host: HTMLElement, ruleId: string): void {
+  const ruleKey = ruleId.toLowerCase();
+  // Attribute-value comparison via JS rather than a CSS selector so
+  // either-cased UUIDs from the server still match.
+  const anchorCard = Array.from(
+    host.querySelectorAll<HTMLElement>(".fr-col-item[data-rule-id]"),
+  ).find((el) => (el.getAttribute("data-rule-id") || "").toLowerCase() === ruleKey);
+  if (!anchorCard) return;
+  anchorCard.classList.add("builder-anchor-card");
+
+  // Locate the anchor's row in the .fr-columns-view grid. The grid
+  // is row-major with 3 cells per row after the 3 column headers
+  // (ours/court/opponent). The cell containing the anchor card is
+  // the closest .fr-col-cell ancestor; once we know its index in the
+  // grid's cell list, the row index is floor((idx - 3) / 3) (the
+  // -3 accounts for the header row).
+  const cell = anchorCard.closest<HTMLElement>(".fr-col-cell");
+  if (!cell) return;
+  const grid = cell.parentElement;
+  if (!grid || !grid.classList.contains("fr-columns-view")) return;
+  const cells = Array.from(grid.children) as HTMLElement[];
+  const idx = cells.indexOf(cell);
+  if (idx < 0) return;
+  // Insertion point: after the last cell of the anchor's row. The
+  // grid renders cells in row-major order; we step forward from the
+  // anchor cell to the end of the current row (2 cells past, modulo
+  // header row offset). A guarded fall-through inserts at the end of
+  // the grid if positions don't line up cleanly.
+  // Header row contributes 3 cells; body rows are 3 cells each.
+  const headerCells = 3;
+  if (idx < headerCells) return; // anchor on a header? shouldn't happen, no-op.
+  const bodyIdx = idx - headerCells;
+  const rowStart = headerCells + Math.floor(bodyIdx / 3) * 3;
+  const rowEnd = rowStart + 2; // inclusive
+  const after = cells[rowEnd] || cells[cells.length - 1];
+
+  const divider = document.createElement("div");
+  divider.className = "builder-anchor-divider";
+  divider.textContent = t("builder.search.anchor.divider");
+  divider.setAttribute("aria-hidden", "true");
+  after.insertAdjacentElement("afterend", divider);
 }
 
 function buildEventsByRule(proceedingID: string): Map<string, BuilderEvent> {
@@ -663,10 +833,44 @@ async function onFlagChange(
   if (spawnChildCode) {
     await syncSpawnChild(updated, spawnChildCode, enabled);
   }
+
+  // B4 — Akte-backed flag toggles dual-write to projects.scenario_flags
+  // on the server. Mirror the cross-surface CustomEvent here so peer
+  // surfaces (Verfahrensablauf strip, project Verlauf, dashboard
+  // panes) listening via `scenario-flags.ts` re-sync without a fresh
+  // GET. The PATCH /api/builder/.../proceedings hop bypasses
+  // patchScenarioFlags (which is what normally dispatches), so we
+  // recreate the event here when the active scenario is project-
+  // backed AND the patched triplet is top-level.
+  if (
+    state.active.origin_project_id &&
+    !updated.parent_scenario_proceeding_id
+  ) {
+    const detail: ScenarioFlagChangedDetail = {
+      projectId: state.active.origin_project_id,
+      flags: builderFlagsToBoolMap(updated.scenario_flags),
+      changedKeys: [flagKey],
+    };
+    document.dispatchEvent(new CustomEvent(SCENARIO_FLAG_CHANGED_EVENT, { detail }));
+  }
+
   setSaveState("saved");
   renderCanvas();
 }
 
+// builderFlagsToBoolMap converts the builder's loose
+// Record<string, unknown> (the wire shape of scenario_proceedings.
+// scenario_flags) into the strict Record<string, boolean> shape peer
+// surfaces expect. Non-bool values are dropped — defensive parsing
+// for the same reason the server's flagDeltaFromBuilder skips them.
+function builderFlagsToBoolMap(flags: Record<string, unknown>): Record<string, boolean> {
+  const out: Record<string, boolean> = {};
+  for (const [k, v] of Object.entries(flags)) {
+    if (typeof v === "boolean") out[k] = v;
+  }
+  return out;
+}
+
 async function syncSpawnChild(
   parent: BuilderProceeding,
   childCode: string,
@@ -805,6 +1009,19 @@ function scenarioFlagsToArray(flags: Record<string, unknown>): string[] {
   return out;
 }
 
+// scenarioFlagsToBoolMap narrows the jsonb-shape scenario_flags blob
+// (`{key: true|false|null|other}`) to the strict `Record<string, boolean>`
+// shape filterByDetailMode consumes. The rule:<uuid>=true|false per-rule
+// deviation keys flow through verbatim (their truthiness IS the override
+// signal isRuleSelected reads).
+function scenarioFlagsToBoolMap(flags: Record<string, unknown>): Record<string, boolean> {
+  const out: Record<string, boolean> = {};
+  for (const [k, v] of Object.entries(flags)) {
+    if (typeof v === "boolean") out[k] = v;
+  }
+  return out;
+}
+
 // ────────────────────────────────────────────────────────────────────────────
 // Actions
 // ────────────────────────────────────────────────────────────────────────────
@@ -815,15 +1032,34 @@ async function loadScenario(id: string): Promise<void> {
     setSaveState("error");
     return;
   }
+  // Defensive: Go's encoding/json serialises a nil slice as `null`, not
+  // `[]`. The server initialises these arrays today, but normalising on
+  // the client too means a future regression (or an older deployed
+  // build) can't crash renderCanvas with `null.filter(...)`.
+  if (!Array.isArray(deep.proceedings)) deep.proceedings = [];
+  if (!Array.isArray(deep.events)) deep.events = [];
+  if (!Array.isArray(deep.shares)) deep.shares = [];
   state.active = deep;
   state.pending = {};
+  // B5 — read-only when the scenario is shared with me (I'm not the
+  // owner) or already promoted (server blocks mutations either way).
+  const isShared = state.shared.some((s) => s.id === id);
+  state.readonly = isShared || deep.status === "promoted";
   writeScenarioToUrl(id);
   setSaveState("saved");
   // Sync header inputs to scenario state.
   const stichtagInput = document.getElementById("builder-stichtag-input") as HTMLInputElement | null;
   if (stichtagInput && deep.stichtag) stichtagInput.value = deep.stichtag.slice(0, 10);
-  const rename = document.getElementById("builder-rename-btn") as HTMLButtonElement | null;
-  if (rename) rename.disabled = false;
+  await applyScenarioChrome(deep, isShared);
+  // B4 — reflect the scenario's Akte link on the page-header picker
+  // + banner. Project-backed scenarios reveal the source project so
+  // the user knows the builder writes feed into that Akte; non-Akte
+  // (cold-open / event-triggered) scenarios reset the picker to
+  // "— ohne —" + hide the banner.
+  if (state.aktePicker) {
+    state.aktePicker.setSelectedProject(deep.origin_project_id ?? null);
+  }
+  renderAkteBanner(deep.origin_project_id ?? null);
   renderScenarioPicker();
   renderScenarioList();
   renderCanvas();
@@ -848,6 +1084,16 @@ function openAddProceedingPicker(anchor: HTMLElement): void {
   if (!state.active) return;
   mountAddProceedingPicker(anchor, state.procTypes, async (meta) => {
     if (!state.active) return;
+    // Guard against a wire-shape regression: if the proceeding-types
+    // endpoint stops returning `id`, `meta.id` is undefined and
+    // JSON.stringify silently drops the field, the server rejects the
+    // POST with a 400, and fetchJSON swallows the error — the user
+    // sees "nothing happens" (t-paliad-345). Fail loud instead.
+    if (typeof meta.id !== "number" || meta.id <= 0) {
+      console.error("builder: missing proceeding_type id in picker meta", meta);
+      setSaveState("error");
+      return;
+    }
     const proc = await addProceeding(state.active.id, {
       proceeding_type_id: meta.id,
     });
@@ -861,6 +1107,114 @@ function openAddProceedingPicker(anchor: HTMLElement): void {
   });
 }
 
+// applyScenarioChrome sets the page-header action buttons + read-only
+// watermark + body class for the freshly-loaded scenario. Editable
+// scenarios get rename / share / promote enabled; read-only ones (shared
+// with me, or promoted) lock all three and show the watermark. The body
+// class drives the CSS that neutralises in-canvas mutating affordances.
+async function applyScenarioChrome(deep: BuilderScenarioDeep, isShared: boolean): Promise<void> {
+  document.body.classList.toggle("builder-readonly", state.readonly);
+  const rename = document.getElementById("builder-rename-btn") as HTMLButtonElement | null;
+  const share = document.getElementById("builder-share-btn") as HTMLButtonElement | null;
+  const promote = document.getElementById("builder-promote-btn") as HTMLButtonElement | null;
+  if (rename) rename.disabled = state.readonly;
+  if (share) share.disabled = state.readonly;
+  if (promote) promote.disabled = state.readonly;
+
+  const wm = document.getElementById("builder-readonly-watermark");
+  if (!wm) return;
+  if (!state.readonly) {
+    wm.hidden = true;
+    wm.textContent = "";
+    return;
+  }
+  if (isShared) {
+    await ensureOwnerNames();
+    const owner = (deep.owner_id && state.ownerNameById.get(deep.owner_id)) || deep.owner_id || "?";
+    wm.textContent = t("builder.readonly.watermark").replace("{owner}", owner);
+  } else {
+    // Promoted (owned) scenario — read-only reference.
+    wm.textContent = t("builder.bucket.promoted");
+  }
+  wm.hidden = false;
+}
+
+// resetScenarioChrome clears the page-header action state + watermark
+// when no scenario is active (cold-open / picker cleared).
+function resetScenarioChrome(): void {
+  document.body.classList.remove("builder-readonly");
+  for (const id of ["builder-rename-btn", "builder-share-btn", "builder-promote-btn"]) {
+    const b = document.getElementById(id) as HTMLButtonElement | null;
+    if (b) b.disabled = true;
+  }
+  const wm = document.getElementById("builder-readonly-watermark");
+  if (wm) {
+    wm.hidden = true;
+    wm.textContent = "";
+  }
+}
+
+// onShareClick opens the share modal for the active (owned, editable)
+// scenario. PRD §2.5.
+function onShareClick(): void {
+  if (!state.active || state.readonly) return;
+  void openShareModal({
+    scenarioId: state.active.id,
+    ownerId: state.active.owner_id,
+    currentShares: (state.active.shares as BuilderShareRow[]) ?? [],
+    onChanged: (shares) => {
+      if (state.active) state.active.shares = shares;
+    },
+  });
+}
+
+// onPromoteClick gathers the summary numbers for wizard step 1 and opens
+// the promote-to-project wizard. PRD §2.4. The primary proceeding (lowest-
+// ordinal top-level) + its spawned descendants are what the server
+// promotes into one case file; additional standalone proceedings are
+// reported in the summary as staying behind.
+function onPromoteClick(): void {
+  if (!state.active || state.readonly) return;
+  const sc = state.active;
+  const topLevel = sc.proceedings
+    .filter((p) => !p.parent_scenario_proceeding_id)
+    .sort((a, b) => a.ordinal - b.ordinal);
+  const primary = topLevel[0];
+  if (!primary) {
+    setSaveState("error");
+    return;
+  }
+  // Collect primary + descendants to scope the event counts.
+  const subtree = new Set<string>([primary.id]);
+  for (let changed = true; changed; ) {
+    changed = false;
+    for (const p of sc.proceedings) {
+      if (p.parent_scenario_proceeding_id && subtree.has(p.parent_scenario_proceeding_id) && !subtree.has(p.id)) {
+        subtree.add(p.id);
+        changed = true;
+      }
+    }
+  }
+  const evs = sc.events.filter((e) => subtree.has(e.scenario_proceeding_id));
+  const meta = state.procTypesById.get(primary.proceeding_type_id);
+  const label = meta ? meta.name || meta.code : "?";
+  const defaultParty = (primary.primary_party as "claimant" | "defendant" | undefined) ?? null;
+  void openPromoteWizard({
+    scenarioId: sc.id,
+    ownerId: sc.owner_id,
+    proceedingLabel: label,
+    filedCount: evs.filter((e) => e.state === "filed").length,
+    plannedCount: evs.filter((e) => e.state === "planned").length,
+    flagCount: Object.values(primary.scenario_flags).filter((v) => v === true).length,
+    extraTopLevel: topLevel.length - 1,
+    defaultOurSide: defaultParty,
+    defaultTitle: sc.name && sc.name !== "Unbenanntes Szenario" ? sc.name : "",
+    onSuccess: (projectId) => {
+      window.location.href = "/projects/" + encodeURIComponent(projectId);
+    },
+  });
+}
+
 async function onRenameClick(): Promise<void> {
   if (!state.active) return;
   const current = state.active.name;
@@ -888,10 +1242,139 @@ function onStichtagChange(value: string): void {
 // Wiring
 // ────────────────────────────────────────────────────────────────────────────
 
+// ────────────────────────────────────────────────────────────────────────────
+// Entry-mode + universal search (B3)
+// ────────────────────────────────────────────────────────────────────────────
+
+function setMode(mode: EntryMode): void {
+  if (mode === state.mode) return;
+  // PRD §2.2 step 6: filter pills reset on mode switch. The current
+  // surface doesn't yet render forum/proc/party/kind chips, so the
+  // reset is a search-input clear; once the filter strip lands in a
+  // follow-up slice the chip state attaches here too.
+  const searchInput = document.getElementById("builder-search-input") as HTMLInputElement | null;
+  if (searchInput) searchInput.value = "";
+  state.searchCtl?.close();
+
+  state.mode = mode;
+  state.anchorRuleID = null;
+
+  // Reflect the mode on the radio strip.
+  document.querySelectorAll<HTMLElement>(".builder-mode[data-mode]").forEach((btn) => {
+    const isActive = btn.getAttribute("data-mode") === mode;
+    btn.classList.toggle("is-active", isActive);
+    btn.setAttribute("aria-selected", String(isActive));
+  });
+
+  // On entering Ereignis mode, autofocus the search input per PRD §2.2.
+  if (mode === "event" && state.searchCtl) {
+    state.searchCtl.focus();
+  }
+  // On leaving event mode, redraw the canvas so any anchor highlights
+  // are dropped.
+  if (mode !== "event") {
+    renderCanvas();
+  }
+}
+
+async function onPickEvent(hit: EventSearchHit): Promise<void> {
+  // PRD §2.2 — picking an event creates a scratch scenario with one
+  // triplet anchored on that event's proceeding type, with the event
+  // card auto-anchored (lime band + DU BIST HIER divider).
+  const sc = await createScenario();
+  if (!sc) {
+    setSaveState("error");
+    return;
+  }
+  state.list.unshift(sc);
+  // Load the new (empty) scenario, then add the anchored proceeding.
+  await loadScenario(sc.id);
+  if (!state.active) return;
+  state.anchorRuleID = hit.anchor_rule_id;
+  const proc = await addProceeding(state.active.id, {
+    proceeding_type_id: hit.proceeding_type.id,
+  });
+  if (!proc) {
+    setSaveState("error");
+    return;
+  }
+  state.active.proceedings.push(proc);
+  setSaveState("saved");
+  renderCanvas();
+}
+
+async function onPickScenarioFromSearch(hit: ScenarioSearchHit): Promise<void> {
+  await loadScenario(hit.id);
+}
+
+async function onPickProjectFromSearch(hit: ProjectSearchHit): Promise<void> {
+  // PRD §2.3 — picking a project from universal search puts the
+  // builder into Akte mode and creates a project-backed scenario.
+  // Switch the mode chip + sync the page-header Akte picker so the
+  // user sees the consistent state.
+  if (state.mode !== "akte") setMode("akte");
+  await loadAkteScenario(hit.id);
+}
+
+// loadAkteScenario is the canonical path that turns a project_id into
+// a live builder scenario. POST /api/builder/scenarios/from-project
+// returns the new scenario id; we then reuse loadScenario() (which
+// fetches the deep payload + sets state.active + paints the canvas).
+// Refreshes the scenario list afterwards so the side panel + picker
+// pick up the new row.
+async function loadAkteScenario(projectId: string): Promise<void> {
+  setSaveState("saving");
+  const created = await createScenarioFromProject(projectId);
+  if (!created) {
+    setSaveState("error");
+    return;
+  }
+  await refreshScenarioList();
+  await loadScenario(created.id);
+  if (state.aktePicker) state.aktePicker.setSelectedProject(projectId);
+  renderAkteBanner(projectId);
+}
+
+function wireModeBar(): void {
+  document.querySelectorAll<HTMLElement>(".builder-mode[data-mode]").forEach((btn) => {
+    if (btn.hasAttribute("disabled")) return;
+    btn.addEventListener("click", () => {
+      const m = btn.getAttribute("data-mode") as EntryMode | null;
+      if (m) setMode(m);
+    });
+  });
+}
+
+function wireSearch(): void {
+  const input = document.getElementById("builder-search-input") as HTMLInputElement | null;
+  if (!input) return;
+  state.searchCtl = mountBuilderSearch(input, {
+    onPickEvent: (hit) => {
+      // Picking an event implicitly switches to event mode if not
+      // already there — keeps the affordance honest when the user
+      // searches without first clicking "Ereignis".
+      if (state.mode !== "event") setMode("event");
+      void onPickEvent(hit);
+    },
+    onPickScenario: (hit) => {
+      void onPickScenarioFromSearch(hit);
+    },
+    onPickProject: (hit) => {
+      onPickProjectFromSearch(hit);
+    },
+  });
+}
+
 function wirePageHeader(): void {
   document.getElementById("builder-rename-btn")?.addEventListener("click", () => {
     void onRenameClick();
   });
+  document.getElementById("builder-share-btn")?.addEventListener("click", () => {
+    onShareClick();
+  });
+  document.getElementById("builder-promote-btn")?.addEventListener("click", () => {
+    onPromoteClick();
+  });
   document.getElementById("builder-new-scenario-btn")?.addEventListener("click", () => {
     void onNewScenarioClick();
   });
@@ -904,7 +1387,9 @@ function wirePageHeader(): void {
     if (id) void loadScenario(id);
     else {
       state.active = null;
+      state.readonly = false;
       writeScenarioToUrl(null);
+      resetScenarioChrome();
       renderCanvas();
     }
   });
@@ -914,8 +1399,111 @@ function wirePageHeader(): void {
   });
 }
 
+// wireScenarioFlagsListener keeps the builder in sync with cross-
+// surface scenario_flag mutations. When a peer surface (Verfahrensablauf
+// strip, project-detail page, project Verlauf) PATCHes
+// /api/projects/{id}/scenario-flags, scenario-flags.ts dispatches a
+// CustomEvent on document. If the changed project is the active
+// scenario's origin_project_id, we refetch the scenario deep payload
+// so the builder's top-level triplet picks up the new flags + any
+// spawn children re-render. Non-matching events (unrelated project,
+// or scenario isn't Akte-backed) are ignored.
+function wireScenarioFlagsListener(): void {
+  onScenarioFlagsChanged(async (detail: ScenarioFlagChangedDetail) => {
+    const sc = state.active;
+    if (!sc || !sc.origin_project_id) return;
+    if (sc.origin_project_id !== detail.projectId) return;
+    // Avoid feedback loops: the builder's own PATCH (via patchScenario
+    // Flags inside scenario-flags.ts) fires this event too. We can't
+    // distinguish our own dispatch from a peer's, but the refetch
+    // path is idempotent — fetchScenarioDeep returns the same data
+    // we already have on first paint, and the canvas re-render is
+    // cheap. The save state stays "saved" because no fields are
+    // dirty.
+    const fresh = await fetchScenarioDeep(sc.id);
+    if (!fresh) return;
+    if (!Array.isArray(fresh.proceedings)) fresh.proceedings = [];
+    if (!Array.isArray(fresh.events)) fresh.events = [];
+    if (!Array.isArray(fresh.shares)) fresh.shares = [];
+    state.active = fresh;
+    renderCanvas();
+  });
+}
+
+// ────────────────────────────────────────────────────────────────────────────
+// B6 — mobile basic-read guard (PRD §10 + §7.1)
+// ────────────────────────────────────────────────────────────────────────────
+
+// Mutating affordances that get gated on narrow viewports. Reading
+// (open a scenario from the side panel, switch via the picker, search,
+// switch entry mode) stays fully functional — only scenario-mutating
+// taps are intercepted.
+const MOBILE_MUTATING_SELECTOR = [
+  "#builder-rename-btn",
+  "#builder-share-btn",
+  "#builder-promote-btn",
+  "#builder-new-scenario-btn",
+  "#builder-cta-new",
+  "#builder-add-proceeding-btn",
+  ".builder-triplet-host button",
+  ".builder-triplet-host input",
+  ".builder-triplet-host select",
+].join(",");
+
+function isNarrowViewport(): boolean {
+  return typeof window.matchMedia === "function" &&
+    window.matchMedia("(max-width: 640px)").matches;
+}
+
+let mobileToastTimer: number | null = null;
+
+function showMobileBlockedToast(): void {
+  let toast = document.getElementById("builder-mobile-toast");
+  if (!toast) {
+    toast = document.createElement("div");
+    toast.id = "builder-mobile-toast";
+    toast.className = "builder-mobile-toast";
+    toast.setAttribute("role", "status");
+    toast.setAttribute("aria-live", "polite");
+    document.body.appendChild(toast);
+  }
+  toast.textContent = t("builder.mobile.blocked");
+  toast.classList.add("is-visible");
+  if (mobileToastTimer !== null) window.clearTimeout(mobileToastTimer);
+  mobileToastTimer = window.setTimeout(() => {
+    document.getElementById("builder-mobile-toast")?.classList.remove("is-visible");
+  }, 2600);
+}
+
+// wireMobileGuard intercepts taps on mutating affordances when the
+// viewport is narrow (<640px), surfacing the "Auf größerem Bildschirm
+// öffnen" toast instead of running the action. Capture phase so it
+// pre-empts the control's own (bubble-phase) handler; calling
+// preventDefault on a checkbox click also blocks its toggle + change
+// event. Desktop is untouched — the guard early-returns unless the media
+// query matches, so the desktop interaction code paths stay identical
+// (PRD §10).
+function wireMobileGuard(): void {
+  document.addEventListener(
+    "click",
+    (e) => {
+      if (!isNarrowViewport()) return;
+      const target = e.target as HTMLElement | null;
+      if (!target || !target.closest(MOBILE_MUTATING_SELECTOR)) return;
+      e.preventDefault();
+      e.stopPropagation();
+      showMobileBlockedToast();
+    },
+    true,
+  );
+}
+
 export async function mountBuilder(): Promise<void> {
   wirePageHeader();
+  wireModeBar();
+  wireSearch();
+  wireScenarioFlagsListener();
+  wireMobileGuard();
   // Parallel boot — proceeding type catalog (Forum=UPC, Kind=proceeding)
   // for the add-proceeding picker + scenario_flag_catalog for the
   // per-triplet flag strip. PRD §0.4 — UPC v1.
@@ -928,9 +1516,28 @@ export async function mountBuilder(): Promise<void> {
   state.procTypesByCode = new Map(state.procTypes.map((p) => [p.code, p]));
   state.flagCatalog = flagCatalog;
   await refreshScenarioList();
+
+  // B4 — mount the Akte picker in parallel with the scenario load.
+  // The picker fetches /api/projects?type=case; the call is gated on
+  // requireDB so dev/test environments without a DB pool return [].
+  // Independent of scenario state — we mount it before deciding
+  // whether to load a scenario so the picker is interactive even if
+  // the requested scenario fails to load.
+  state.aktePicker = await mountAktePicker(async (projectId) => {
+    if (state.mode !== "akte") setMode("akte");
+    await loadAkteScenario(projectId);
+  });
+
   const requested = readScenarioFromUrl();
-  if (requested && state.list.some((s) => s.id === requested)) {
-    await loadScenario(requested);
+  // Deep-link auto-load covers both owned scenarios and ones shared with
+  // me (so a "Geteilt mit mir" link opens straight into the read-only
+  // view, not the cold-open canvas). loadScenario derives read-only from
+  // state.shared, so the share watermark + locked affordances apply.
+  const isKnown =
+    requested != null &&
+    (state.list.some((s) => s.id === requested) || state.shared.some((s) => s.id === requested));
+  if (isKnown) {
+    await loadScenario(requested as string);
   } else {
     renderCanvas();
   }

frontend/src/client/fristenrechner-mode-a.ts

@@ -1,507 +0,0 @@
-// Fristenrechner overhaul Mode A — "Direkt suchen" (design §3.1).
-//
-// Power-user surface: a filter strip (Forum / Verfahren / Was passierte /
-// Partei) over a free-text search box over a result list of
-// procedural_events. Clicking a row locks the event as the trigger and
-// transitions to the shared result view (S2). Inbox channel chip lives
-// as a secondary "Erweitert" toggle per design §3.3 — picking CMS / beA
-// / Postal auto-sets the Forum chip.
-//
-// Section-split visual hierarchy per m §11.Q3: filter strip on top
-// ("Filter (eingrenzen)") with the four chip groups, search box and
-// result list below — clicking a result row IS the qualifier action.
-
-import { escAttr, escHtml } from "./views/verfahrensablauf-core";
-import { getLang, t, tDyn } from "./i18n";
-import { mountResultView } from "./fristenrechner-result";
-
-// Wire shape from GET /api/tools/fristenrechner/search?kind=events.
-// Mirrors services.EventSearchResponse server-side.
-interface EventSearchHit {
-  id: string;
-  code: string;
-  name_de: string;
-  name_en: string;
-  event_kind?: string;
-  description?: string;
-  primary_party?: string;
-  proceeding_type: {
-    id: number;
-    code: string;
-    name_de: string;
-    name_en: string;
-    jurisdiction?: string;
-  };
-  anchor_rule_id: string;
-  follow_up_count: number;
-  concept_id?: string;
-  score: number;
-}
-
-interface EventSearchResponse {
-  query: string;
-  events: EventSearchHit[];
-  total: number;
-}
-
-interface ProceedingChip {
-  code: string;
-  name: string;
-  nameEN: string;
-  group: string;
-}
-
-// Module-local state — single Mode A surface at a time.
-interface ModeAState {
-  jurisdiction: string; // "" = Alle
-  proc: string;         // proceeding_types.code, "" = Alle
-  eventKind: string;    // "" = Alle
-  party: string;        // "" = Alle (Mode A's filter semantics, §11.Q8)
-  q: string;            // free-text query
-  inbox: string;        // CMS / bea / postal / "" — secondary, design §3.3
-  inboxOpen: boolean;
-}
-
-const state: ModeAState = {
-  jurisdiction: "",
-  proc: "",
-  eventKind: "",
-  party: "",
-  q: "",
-  inbox: "",
-  inboxOpen: false,
-};
-
-// Debounce token for search input — avoid hammering the server on
-// every keystroke.
-let searchSeq = 0;
-let searchTimer: ReturnType<typeof setTimeout> | null = null;
-
-// Chip data — static. Forum and event-kind are closed-set per design;
-// party is closed-set with "Beide" option (Mode A is filter mode,
-// §11.Q8). Inbox secondary chip set per §3.3.
-const FORUMS = ["UPC", "DE", "EPA", "DPMA"] as const;
-const EVENT_KINDS = ["filing", "hearing", "decision", "order"] as const;
-const PARTIES = ["claimant", "defendant", "both"] as const;
-
-// Forum auto-derivation from inbox chip per §3.3: CMS → UPC, beA → DE,
-// Postal → no narrowing (postal arrives at every jurisdiction).
-const INBOX_TO_FORUM: Record<string, string> = {
-  cms: "UPC",
-  bea: "DE",
-  postal: "",
-};
-
-// MODE_A_HOST_ID is the DOM id of the container Mode A renders into.
-// The mode shell (fristenrechner-result.mountModeShell) creates this
-// element under the overhaul root and hands it to Mode A; Mode A
-// otherwise has no opinion about its placement on the page.
-const MODE_A_HOST_ID = "fristen-overhaul-mode-host";
-
-export function isModeASurfaceMounted(): boolean {
-  return !!document.getElementById("fristen-mode-a-root");
-}
-
-// mountModeA renders the Mode A surface into the overhaul root. Reads
-// initial state from URL params so deep links restore the previous
-// filter / search state.
-export async function mountModeA(): Promise<void> {
-  const root = document.getElementById(MODE_A_HOST_ID);
-  if (!root) return;
-
-  // Hydrate state from URL.
-  const params = new URLSearchParams(window.location.search);
-  state.jurisdiction = (params.get("forum") || "").toUpperCase();
-  state.proc = params.get("pt") || "";
-  state.eventKind = params.get("kind") || "";
-  state.party = params.get("party") || "";
-  state.q = params.get("q") || "";
-
-  renderShell();
-  await loadProceedingChips();
-  void runSearch();
-}
-
-// renderShell builds the Mode A markup. Idempotent re-call from the
-// boot path; row-level rewrites use renderResults / renderFilterStrip
-// for finer-grained updates.
-function renderShell(): void {
-  const root = document.getElementById("fristen-overhaul-root");
-  if (!root) return;
-  root.innerHTML = `
-    <div id="fristen-mode-a-root" class="fristen-mode-a-root">
-      <section class="fristen-mode-a-filters" aria-label="${escAttr(t("deadlines.overhaul.modea.filters.label"))}">
-        <header class="fristen-mode-a-filters-header">
-          <span class="fristen-mode-a-filters-title">${escHtml(t("deadlines.overhaul.modea.filters.heading"))}</span>
-        </header>
-        <div class="fristen-mode-a-chip-row" data-axis="forum">
-          <span class="fristen-mode-a-axis-label">${escHtml(t("deadlines.overhaul.modea.axis.forum"))}</span>
-          <div class="fristen-mode-a-chips" id="fristen-mode-a-chips-forum"></div>
-        </div>
-        <div class="fristen-mode-a-chip-row" data-axis="proc">
-          <span class="fristen-mode-a-axis-label">${escHtml(t("deadlines.overhaul.modea.axis.proc"))}</span>
-          <div class="fristen-mode-a-chips" id="fristen-mode-a-chips-proc"></div>
-        </div>
-        <div class="fristen-mode-a-chip-row" data-axis="kind">
-          <span class="fristen-mode-a-axis-label">${escHtml(t("deadlines.overhaul.modea.axis.kind"))}</span>
-          <div class="fristen-mode-a-chips" id="fristen-mode-a-chips-kind"></div>
-        </div>
-        <div class="fristen-mode-a-chip-row" data-axis="party">
-          <span class="fristen-mode-a-axis-label">${escHtml(t("deadlines.overhaul.modea.axis.party"))}</span>
-          <div class="fristen-mode-a-chips" id="fristen-mode-a-chips-party"></div>
-        </div>
-        <details class="fristen-mode-a-inbox" ${state.inboxOpen ? "open" : ""}>
-          <summary class="fristen-mode-a-inbox-summary">${escHtml(t("deadlines.overhaul.modea.inbox.summary"))}</summary>
-          <div class="fristen-mode-a-chip-row" data-axis="inbox">
-            <span class="fristen-mode-a-axis-label">${escHtml(t("deadlines.overhaul.modea.axis.inbox"))}</span>
-            <div class="fristen-mode-a-chips" id="fristen-mode-a-chips-inbox"></div>
-          </div>
-        </details>
-      </section>
-
-      <section class="fristen-mode-a-search" aria-label="${escAttr(t("deadlines.overhaul.modea.search.label"))}">
-        <div class="fristen-mode-a-search-input-wrap">
-          <svg class="fristen-mode-a-search-icon" width="18" height="18" viewBox="0 0 24 24" fill="none"
-               stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true">
-            <circle cx="11" cy="11" r="7"></circle>
-            <line x1="21" y1="21" x2="16.65" y2="16.65"></line>
-          </svg>
-          <input type="search" id="fristen-mode-a-search-input"
-                 class="fristen-mode-a-search-input"
-                 autocomplete="off" spellcheck="false"
-                 data-i18n-placeholder="deadlines.overhaul.modea.search.placeholder"
-                 placeholder="Klageerhebung, Hinweisbeschluss, oral hearing…"
-                 value="${escAttr(state.q)}" />
-        </div>
-      </section>
-
-      <section class="fristen-mode-a-results" aria-label="${escAttr(t("deadlines.overhaul.modea.results.label"))}">
-        <header class="fristen-mode-a-results-header">
-          <span class="fristen-mode-a-results-title">${escHtml(t("deadlines.overhaul.modea.results.heading"))}</span>
-          <span class="fristen-mode-a-results-count" id="fristen-mode-a-results-count"></span>
-        </header>
-        <ul class="fristen-mode-a-result-list" id="fristen-mode-a-result-list" role="listbox" aria-live="polite"></ul>
-      </section>
-    </div>
-  `;
-
-  renderForumChips();
-  renderKindChips();
-  renderPartyChips();
-  renderInboxChips();
-  // Proceeding chips render later, after fetch.
-
-  // Wire search input.
-  const input = document.getElementById("fristen-mode-a-search-input") as HTMLInputElement | null;
-  if (input) {
-    input.addEventListener("input", () => {
-      state.q = input.value;
-      scheduleSearch(180);
-    });
-    input.addEventListener("keydown", (e) => {
-      if ((e as KeyboardEvent).key === "Enter") {
-        e.preventDefault();
-        scheduleSearch(0);
-      }
-    });
-  }
-}
-
-// Filter-strip chip renderers ----------------------------------------
-
-function renderForumChips(): void {
-  const host = document.getElementById("fristen-mode-a-chips-forum");
-  if (!host) return;
-  const chips = [
-    chipHtml("forum", "", t("deadlines.overhaul.modea.chip.all"), state.jurisdiction === ""),
-    ...FORUMS.map((j) => chipHtml("forum", j, j, state.jurisdiction === j)),
-  ];
-  host.innerHTML = chips.join("");
-  host.querySelectorAll<HTMLButtonElement>(".fristen-mode-a-chip").forEach((btn) => {
-    btn.addEventListener("click", () => {
-      const v = btn.dataset.value || "";
-      state.jurisdiction = v;
-      // Forum change invalidates the proc pick if it falls outside.
-      state.proc = "";
-      syncUrl();
-      renderForumChips();
-      void loadProceedingChips();
-      scheduleSearch(0);
-    });
-  });
-}
-
-function renderKindChips(): void {
-  const host = document.getElementById("fristen-mode-a-chips-kind");
-  if (!host) return;
-  const chips = [
-    chipHtml("kind", "", t("deadlines.overhaul.modea.chip.all"), state.eventKind === ""),
-    ...EVENT_KINDS.map((k) => chipHtml("kind", k, t(`deadlines.overhaul.kind.${k}` as never), state.eventKind === k, eventKindIconForChip(k))),
-  ];
-  host.innerHTML = chips.join("");
-  host.querySelectorAll<HTMLButtonElement>(".fristen-mode-a-chip").forEach((btn) => {
-    btn.addEventListener("click", () => {
-      state.eventKind = btn.dataset.value || "";
-      syncUrl();
-      renderKindChips();
-      scheduleSearch(0);
-    });
-  });
-}
-
-function renderPartyChips(): void {
-  const host = document.getElementById("fristen-mode-a-chips-party");
-  if (!host) return;
-  const chips = [
-    chipHtml("party", "", t("deadlines.overhaul.modea.chip.all"), state.party === ""),
-    ...PARTIES.map((p) => chipHtml("party", p, t(`deadlines.party.${p}` as never), state.party === p)),
-  ];
-  host.innerHTML = chips.join("");
-  host.querySelectorAll<HTMLButtonElement>(".fristen-mode-a-chip").forEach((btn) => {
-    btn.addEventListener("click", () => {
-      state.party = btn.dataset.value || "";
-      syncUrl();
-      renderPartyChips();
-      scheduleSearch(0);
-    });
-  });
-}
-
-function renderInboxChips(): void {
-  const host = document.getElementById("fristen-mode-a-chips-inbox");
-  if (!host) return;
-  const opts = [
-    { v: "", label: t("deadlines.overhaul.modea.chip.all") },
-    { v: "cms", label: "CMS" },
-    { v: "bea", label: "beA" },
-    { v: "postal", label: t("deadlines.overhaul.modea.inbox.postal") },
-  ];
-  host.innerHTML = opts.map((o) => chipHtml("inbox", o.v, o.label, state.inbox === o.v)).join("");
-  host.querySelectorAll<HTMLButtonElement>(".fristen-mode-a-chip").forEach((btn) => {
-    btn.addEventListener("click", () => {
-      const v = btn.dataset.value || "";
-      state.inbox = v;
-      // Auto-nudge forum from inbox per design §3.3.
-      const nudge = INBOX_TO_FORUM[v];
-      if (nudge !== undefined && nudge !== "") {
-        state.jurisdiction = nudge;
-        state.proc = "";
-        renderForumChips();
-        void loadProceedingChips();
-      }
-      renderInboxChips();
-      scheduleSearch(0);
-    });
-  });
-}
-
-// Proceeding chips — dynamic fetch.
-
-let lastProcFetchKey = "";
-
-async function loadProceedingChips(): Promise<void> {
-  const host = document.getElementById("fristen-mode-a-chips-proc");
-  if (!host) return;
-  const key = `j=${state.jurisdiction}`;
-  if (lastProcFetchKey === key) return; // cached for current jurisdiction
-  lastProcFetchKey = key;
-  host.innerHTML = `<span class="fristen-mode-a-chip-loading">${escHtml(t("deadlines.overhaul.modea.loading"))}</span>`;
-
-  const url = new URL("/api/tools/proceeding-types", window.location.origin);
-  url.searchParams.set("kind", "proceeding");
-  if (state.jurisdiction) url.searchParams.set("jurisdiction", state.jurisdiction);
-
-  let chips: ProceedingChip[] = [];
-  try {
-    const resp = await fetch(url.toString(), { headers: { Accept: "application/json" } });
-    if (resp.ok) {
-      const data = (await resp.json()) as ProceedingChip[] | null;
-      chips = data || [];
-    }
-  } catch {
-    // Soft-fail: chip strip just hides; search still runs without
-    // proceeding narrowing.
-  }
-
-  renderProceedingChips(chips);
-}
-
-function renderProceedingChips(chips: ProceedingChip[]): void {
-  const host = document.getElementById("fristen-mode-a-chips-proc");
-  if (!host) return;
-  const lang = getLang();
-  if (chips.length === 0) {
-    host.innerHTML = `<span class="fristen-mode-a-chip-empty">${escHtml(t("deadlines.overhaul.modea.no_proceedings"))}</span>`;
-    return;
-  }
-  const rendered = [
-    chipHtml("proc", "", t("deadlines.overhaul.modea.chip.all"), state.proc === ""),
-    ...chips.map((c) => {
-      const label = lang === "en" ? c.nameEN || c.name : c.name;
-      return chipHtml("proc", c.code, label, state.proc === c.code, undefined, c.code);
-    }),
-  ];
-  host.innerHTML = rendered.join("");
-  host.querySelectorAll<HTMLButtonElement>(".fristen-mode-a-chip").forEach((btn) => {
-    btn.addEventListener("click", () => {
-      state.proc = btn.dataset.value || "";
-      syncUrl();
-      renderProceedingChips(chips);
-      scheduleSearch(0);
-    });
-  });
-}
-
-// Search ------------------------------------------------------------
-
-function scheduleSearch(delayMs: number): void {
-  if (searchTimer !== null) clearTimeout(searchTimer);
-  searchTimer = setTimeout(() => {
-    searchTimer = null;
-    void runSearch();
-  }, delayMs);
-}
-
-async function runSearch(): Promise<void> {
-  searchSeq++;
-  const mySeq = searchSeq;
-
-  const list = document.getElementById("fristen-mode-a-result-list");
-  const count = document.getElementById("fristen-mode-a-results-count");
-  if (!list || !count) return;
-
-  list.innerHTML = `<li class="fristen-mode-a-result-loading">${escHtml(t("deadlines.overhaul.modea.loading"))}</li>`;
-  count.textContent = "";
-
-  const url = new URL("/api/tools/fristenrechner/search", window.location.origin);
-  url.searchParams.set("kind", "events");
-  if (state.q) url.searchParams.set("q", state.q);
-  if (state.jurisdiction) url.searchParams.set("jurisdiction", state.jurisdiction);
-  if (state.proc) url.searchParams.set("proc", state.proc);
-  if (state.eventKind) url.searchParams.set("event_kind", state.eventKind);
-  if (state.party) url.searchParams.set("party", state.party);
-
-  let data: EventSearchResponse;
-  try {
-    const resp = await fetch(url.toString(), { headers: { Accept: "application/json" } });
-    if (!resp.ok) {
-      if (mySeq === searchSeq) {
-        list.innerHTML = `<li class="fristen-mode-a-result-error">${escHtml(t("deadlines.overhaul.modea.search_error"))}</li>`;
-      }
-      return;
-    }
-    data = (await resp.json()) as EventSearchResponse;
-  } catch {
-    if (mySeq === searchSeq) {
-      list.innerHTML = `<li class="fristen-mode-a-result-error">${escHtml(t("deadlines.overhaul.modea.search_error"))}</li>`;
-    }
-    return;
-  }
-
-  if (mySeq !== searchSeq) return; // stale response
-
-  renderResults(data);
-}
-
-function renderResults(data: EventSearchResponse): void {
-  const list = document.getElementById("fristen-mode-a-result-list");
-  const count = document.getElementById("fristen-mode-a-results-count");
-  if (!list || !count) return;
-  count.textContent = tDyn("deadlines.overhaul.modea.results.count").replace("{n}", String(data.total));
-
-  if (data.events.length === 0) {
-    list.innerHTML = `<li class="fristen-mode-a-result-empty">${escHtml(t("deadlines.overhaul.modea.no_results"))}</li>`;
-    return;
-  }
-
-  const lang = getLang();
-  list.innerHTML = data.events.map((e) => {
-    const name = lang === "en" ? e.name_en || e.name_de : e.name_de;
-    const pt = e.proceeding_type;
-    const ptName = lang === "en" ? pt.name_en || pt.name_de : pt.name_de;
-    const icon = eventKindIconForChip(e.event_kind);
-    const followUps = tDyn("deadlines.overhaul.modea.row.followups").replace("{n}", String(e.follow_up_count));
-    const juris = pt.jurisdiction || "";
-    return `
-      <li class="fristen-mode-a-result" data-event-code="${escAttr(e.code)}" tabindex="0" role="option">
-        <span class="fristen-mode-a-result-icon" aria-hidden="true">${icon}</span>
-        <div class="fristen-mode-a-result-body">
-          <div class="fristen-mode-a-result-title">${escHtml(name)}</div>
-          <div class="fristen-mode-a-result-meta">
-            <span class="fristen-mode-a-result-pt">${escHtml(pt.code)}</span>
-            <span class="fristen-mode-a-result-pt-name">${escHtml(ptName)}</span>
-            ${juris ? `<span class="fristen-mode-a-result-juris">${escHtml(juris)}</span>` : ""}
-            <span class="fristen-mode-a-result-followups">${escHtml(followUps)}</span>
-          </div>
-        </div>
-        <span class="fristen-mode-a-result-cta" aria-hidden="true">&rarr;</span>
-      </li>
-    `;
-  }).join("");
-
-  list.querySelectorAll<HTMLLIElement>(".fristen-mode-a-result").forEach((li) => {
-    li.addEventListener("click", () => commitEvent(li.dataset.eventCode || ""));
-    li.addEventListener("keydown", (e) => {
-      const k = (e as KeyboardEvent).key;
-      if (k === "Enter" || k === " ") {
-        e.preventDefault();
-        commitEvent(li.dataset.eventCode || "");
-      }
-    });
-  });
-}
-
-// Commit — user picked a result; lock the event as trigger and
-// transition to the §4 result view (S2).
-function commitEvent(code: string): void {
-  if (!code) return;
-  // Reflect in URL before re-mounting so the result view's deep link
-  // is consistent.
-  const url = new URL(window.location.href);
-  url.searchParams.set("overhaul", "1");
-  url.searchParams.set("event", code);
-  // Preserve project / forum / kind filters so a back-navigation
-  // brings Mode A back with the same filters.
-  history.pushState(null, "", url.pathname + url.search + url.hash);
-  void mountResultView({
-    eventRef: code,
-    party: state.party || undefined,
-  });
-}
-
-// Helpers -----------------------------------------------------------
-
-function chipHtml(axis: string, value: string, label: string, active: boolean, icon?: string, title?: string): string {
-  const cls = `fristen-mode-a-chip${active ? " is-active" : ""}`;
-  const t = title ? ` title="${escAttr(title)}"` : "";
-  const i = icon ? `<span class="fristen-mode-a-chip-icon" aria-hidden="true">${icon}</span>` : "";
-  return `<button type="button" class="${cls}" data-axis="${escAttr(axis)}" data-value="${escAttr(value)}"${t}>${i}<span class="fristen-mode-a-chip-label">${escHtml(label)}</span></button>`;
-}
-
-function eventKindIconForChip(kind?: string): string {
-  switch (kind) {
-    case "filing":   return "&#128229;";
-    case "hearing":  return "&#127963;&#65039;";
-    case "decision": return "&#9878;&#65039;";
-    case "order":    return "&#128220;";
-    default:         return "&#128269;";
-  }
-}
-
-// syncUrl writes the active filter set into the URL so the deep link
-// restores Mode A in the same state.
-function syncUrl(): void {
-  const url = new URL(window.location.href);
-  url.searchParams.set("overhaul", "1");
-  setOrClear(url, "forum", state.jurisdiction);
-  setOrClear(url, "pt", state.proc);
-  setOrClear(url, "kind", state.eventKind);
-  setOrClear(url, "party", state.party);
-  setOrClear(url, "q", state.q);
-  history.replaceState(null, "", url.pathname + url.search + url.hash);
-}
-
-function setOrClear(url: URL, key: string, val: string): void {
-  if (val) url.searchParams.set(key, val);
-  else url.searchParams.delete(key);
-}

frontend/src/client/fristenrechner-result.test.ts

@@ -1,72 +0,0 @@
-import { describe, expect, test } from "bun:test";
-import {
-  defaultChecked,
-  groupFollowUps,
-  type FollowUpRule,
-} from "./fristenrechner-result";
-
-// Pure helpers exercised here; the DOM-driven render path is covered
-// by the live page test path (S2 is mount-on-deep-link, S3+S4 add the
-// entry-mode UIs in later slices).
-
-function mk(partial: Partial<FollowUpRule>): FollowUpRule {
-  return {
-    rule_id: "r" + Math.random().toString(36).slice(2, 8),
-    event_code: "evt",
-    title_de: "Frist",
-    title_en: "Deadline",
-    priority: "mandatory",
-    is_court_set: false,
-    is_spawn: false,
-    is_bilateral: false,
-    has_condition: false,
-    ...partial,
-  };
-}
-
-describe("groupFollowUps — design §4.2 priority+condition buckets", () => {
-  test("groups by priority; conditional takes precedence over priority", () => {
-    const rows = [
-      mk({ priority: "mandatory" }),
-      mk({ priority: "recommended" }),
-      mk({ priority: "optional" }),
-      mk({ priority: "mandatory", has_condition: true }), // → conditional
-      mk({ priority: "optional", has_condition: true }),  // → conditional
-    ];
-    const g = groupFollowUps(rows);
-    expect(g.mandatory.length).toBe(1);
-    expect(g.recommended.length).toBe(1);
-    expect(g.optional.length).toBe(1);
-    expect(g.conditional.length).toBe(2);
-  });
-
-  test("unknown priority falls through to optional", () => {
-    const g = groupFollowUps([mk({ priority: "informational" })]);
-    expect(g.optional.length).toBe(1);
-    expect(g.mandatory.length).toBe(0);
-  });
-});
-
-describe("defaultChecked — pre-checks mandatory + recommended, not conditional/court-set", () => {
-  test("mandatory rules pre-checked", () => {
-    expect(defaultChecked(mk({ priority: "mandatory" }))).toBe(true);
-  });
-  test("recommended rules pre-checked", () => {
-    expect(defaultChecked(mk({ priority: "recommended" }))).toBe(true);
-  });
-  test("optional rules unchecked", () => {
-    expect(defaultChecked(mk({ priority: "optional" }))).toBe(false);
-  });
-  test("conditional rules unchecked", () => {
-    expect(defaultChecked(mk({ priority: "mandatory", has_condition: true }))).toBe(false);
-  });
-  test("court-set rules unchecked even when mandatory", () => {
-    expect(defaultChecked(mk({ priority: "mandatory", is_court_set: true }))).toBe(false);
-  });
-  test("spawned rules pre-checked when mandatory", () => {
-    expect(defaultChecked(mk({ priority: "mandatory", is_spawn: true }))).toBe(true);
-  });
-  test("spawned optional rules unchecked", () => {
-    expect(defaultChecked(mk({ priority: "optional", is_spawn: true }))).toBe(false);
-  });
-});

frontend/src/client/fristenrechner-result.ts

@@ -1,693 +0,0 @@
-// Fristenrechner overhaul — shared result view (design §4).
-//
-// Given a locked trigger event + a trigger date, this module renders
-// the result surface: a sticky trigger card on top, then four priority
-// groups (mandatory / recommended / optional / conditional) of follow-up
-// rules with computed dates, then a write-back footer that calls the
-// existing POST /api/projects/{id}/deadlines/bulk.
-//
-// The two future entry paths (Mode A "Direkt suchen" in S3, Mode B
-// wizard in S4) both land here once they've identified a trigger
-// procedural_event. S2 mounts the surface under `?overhaul=1` and is
-// deep-linkable on its own via `?overhaul=1&event=<code>&trigger_date=…`.
-
-import { escAttr, escHtml } from "./views/verfahrensablauf-core";
-import { getLang, t, tDyn } from "./i18n";
-
-// Wire shape from GET /api/tools/fristenrechner/follow-ups. Mirrors
-// services.FollowUpsResponse server-side.
-export interface FollowUpRule {
-  rule_id: string;
-  event_code: string;
-  title_de: string;
-  title_en: string;
-  priority: string;
-  primary_party?: string;
-  // m/paliad#149 Phase 2 S1 (design §2.4) — true when the rule's
-  // primary_party is the side opposite the perspective. Drives the
-  // Gegenseitig badge + muted style + unchecked default.
-  is_cross_party: boolean;
-  duration_value?: number;
-  duration_unit?: string;
-  timing?: string;
-  due_date?: string;
-  original_due_date?: string;
-  was_adjusted?: boolean;
-  is_court_set: boolean;
-  is_spawn: boolean;
-  is_bilateral: boolean;
-  has_condition: boolean;
-  rule_code?: string;
-  legal_source?: string;
-  legal_source_display?: string;
-  legal_source_url?: string;
-  notes_de?: string;
-  notes_en?: string;
-  spawn_label?: string;
-  spawn_proceeding_code?: string;
-  concept_id?: string;
-}
-
-export interface FollowUpsResponse {
-  trigger: {
-    id: string;
-    code: string;
-    name_de: string;
-    name_en: string;
-    event_kind?: string;
-    proceeding_type: {
-      id: number;
-      code: string;
-      name_de: string;
-      name_en: string;
-      jurisdiction?: string;
-    };
-    anchor_rule_id: string;
-  };
-  trigger_date: string;
-  party?: string;
-  follow_ups: FollowUpRule[];
-}
-
-// Per-rule UI state — checkbox, optional date override.
-interface RuleSelection {
-  checked: boolean;
-  override?: string;
-}
-
-// Module-local state. Single result view at a time; the surface
-// re-renders in place when the user changes the trigger date or
-// re-locks a different event.
-let currentResponse: FollowUpsResponse | null = null;
-const selections = new Map<string, RuleSelection>();
-let currentProjectId: string | null = null;
-
-// Public API ----------------------------------------------------------
-
-// isOverhaulMode reports whether the page is in overhaul mode.
-// After Slice S5 (t-paliad-323), overhaul is the default; the legacy
-// wizard / row-stack / cascade is only reachable via `?legacy=1` for
-// a two-week deprecation window. The `?overhaul=1` deep links from
-// S2-S4 still work — they're now redundant with the default but kept
-// alive so bookmarks don't 302 / lose state.
-export function isOverhaulMode(): boolean {
-  return new URLSearchParams(window.location.search).get("legacy") !== "1";
-}
-
-// resolveProjectId reads the active Akte from the URL query string.
-// Returns null when in kontextfrei mode (no project picked).
-function resolveProjectId(): string | null {
-  const p = new URLSearchParams(window.location.search).get("project");
-  return p && p.length > 0 ? p : null;
-}
-
-// MODE_TAB_KEYS — the two entry-mode tabs landed by S3 + S4. S2's deep
-// link path bypasses these (jumps straight to the result view via
-// ?event=); the tabs appear when no event is locked yet.
-export type ModeTab = "search" | "wizard";
-
-// mountModeShell renders the mode-tab pair under the page header and
-// hosts whichever mode panel is currently active. Called from the boot
-// path when no `?event=` is present. S3 wires Mode A; S4 will add
-// Mode B and the actual tab switching.
-export async function mountModeShell(activeTab: ModeTab): Promise<void> {
-  const root = document.getElementById("fristen-overhaul-root");
-  if (!root) return;
-  root.hidden = false;
-  // Defer to the per-mode module to render into the root. The tab
-  // strip itself is a small header above the mode panel — for S3 we
-  // render the shell + Mode A in one shot.
-  // S4 will replace this with a real tab switcher.
-  const tabs = `
-    <nav class="fristen-mode-tabs" role="tablist" aria-label="${escAttr(t("deadlines.overhaul.modes.label"))}">
-      <button type="button" class="fristen-mode-tab${activeTab === "search" ? " is-active" : ""}" role="tab"
-              aria-selected="${activeTab === "search"}" data-tab="search">
-        <span class="fristen-mode-tab-icon" aria-hidden="true">&#9889;</span>
-        <span class="fristen-mode-tab-label">${escHtml(t("deadlines.overhaul.modes.search"))}</span>
-      </button>
-      <button type="button" class="fristen-mode-tab${activeTab === "wizard" ? " is-active" : ""}" role="tab"
-              aria-selected="${activeTab === "wizard"}" data-tab="wizard">
-        <span class="fristen-mode-tab-icon" aria-hidden="true">&#129517;</span>
-        <span class="fristen-mode-tab-label">${escHtml(t("deadlines.overhaul.modes.wizard"))}</span>
-      </button>
-    </nav>
-    <div id="fristen-overhaul-mode-host"></div>
-  `;
-  root.innerHTML = tabs;
-
-  // Wire tab switching. S3 only has Mode A wired; Mode B is a
-  // placeholder until S4.
-  root.querySelectorAll<HTMLButtonElement>(".fristen-mode-tab").forEach((btn) => {
-    btn.addEventListener("click", () => {
-      const tab = (btn.dataset.tab || "search") as ModeTab;
-      void mountModeShell(tab);
-    });
-  });
-
-  // Mount the active mode panel into the host. S3 only routes "search";
-  // "wizard" renders a placeholder until S4 lands.
-  const host = document.getElementById("fristen-overhaul-mode-host");
-  if (!host) return;
-  if (activeTab === "search") {
-    // Lazy import to keep the bundle layered and avoid a circular ref
-    // between fristenrechner-result.ts ↔ fristenrechner-mode-a.ts.
-    const mod = await import("./fristenrechner-mode-a");
-    await mod.mountModeA();
-  } else {
-    const mod = await import("./fristenrechner-wizard");
-    await mod.mountWizard();
-  }
-}
-
-// MountOptions configures the surface entry. Both entry-mode paths
-// (Mode A in S3, Mode B in S4) call mount() with the event reference
-// that the user committed.
-export interface MountOptions {
-  // eventRef is the procedural_event code OR its uuid OR the anchor
-  // sequencing_rule id. Resolved server-side; the wire returns the
-  // canonical code so the URL bookmark is stable.
-  eventRef: string;
-  // triggerDate is YYYY-MM-DD. Defaults to today when omitted.
-  triggerDate?: string;
-  // party is "claimant" | "defendant"; mode A may pass "both" or
-  // "court". When omitted, follow-ups are returned without party
-  // narrowing.
-  party?: string;
-  // courtId selects the holiday calendar for the per-rule date
-  // adjustment. Optional.
-  courtId?: string;
-}
-
-// mountResultView fetches /follow-ups and renders the result surface
-// into the host container. Re-callable: replaces previous state.
-export async function mountResultView(opts: MountOptions): Promise<void> {
-  const root = document.getElementById("fristen-overhaul-root");
-  if (!root) return;
-  root.hidden = false;
-
-  const triggerDate = opts.triggerDate || todayIso();
-  currentProjectId = resolveProjectId();
-
-  // Show a quick "loading…" placeholder so the user sees something
-  // immediately, even on a cold fetch.
-  root.innerHTML = `<div class="fristen-overhaul-loading">${escHtml(t("deadlines.overhaul.loading"))}</div>`;
-
-  const url = new URL("/api/tools/fristenrechner/follow-ups", window.location.origin);
-  url.searchParams.set("event", opts.eventRef);
-  url.searchParams.set("trigger_date", triggerDate);
-  if (opts.party) url.searchParams.set("party", opts.party);
-  if (opts.courtId) url.searchParams.set("court_id", opts.courtId);
-
-  let data: FollowUpsResponse;
-  try {
-    const resp = await fetch(url.toString(), { headers: { Accept: "application/json" } });
-    if (!resp.ok) {
-      const body = await resp.json().catch(() => ({}) as { error?: string });
-      root.innerHTML = `<div class="fristen-overhaul-error">${escHtml(body.error || t("deadlines.overhaul.load_error"))}</div>`;
-      return;
-    }
-    data = (await resp.json()) as FollowUpsResponse;
-  } catch (err) {
-    root.innerHTML = `<div class="fristen-overhaul-error">${escHtml(t("deadlines.overhaul.load_error"))}</div>`;
-    return;
-  }
-
-  currentResponse = data;
-  selections.clear();
-  for (const r of data.follow_ups) {
-    selections.set(r.rule_id, { checked: defaultChecked(r) });
-  }
-
-  renderSurface();
-  // Reflect the canonical event code + trigger date in the URL so the
-  // deep-link survives a reload.
-  syncUrlState(data.trigger.code, data.trigger_date);
-}
-
-// Render --------------------------------------------------------------
-
-function renderSurface(): void {
-  const root = document.getElementById("fristen-overhaul-root");
-  if (!root || !currentResponse) return;
-
-  const lang = getLang();
-  const trig = currentResponse.trigger;
-  const triggerName = lang === "en" ? trig.name_en || trig.name_de : trig.name_de;
-  const ptName = lang === "en" ? trig.proceeding_type.name_en || trig.proceeding_type.name_de : trig.proceeding_type.name_de;
-  const juris = trig.proceeding_type.jurisdiction || "";
-  const kindIcon = eventKindIcon(trig.event_kind);
-
-  const triggerCard = `
-    <section class="fristen-overhaul-trigger" aria-label="${escAttr(t("deadlines.overhaul.trigger.label"))}">
-      <header class="fristen-overhaul-trigger-header">
-        <span class="fristen-overhaul-kind-icon" aria-hidden="true">${kindIcon}</span>
-        <h2 class="fristen-overhaul-trigger-title">${escHtml(triggerName)}</h2>
-      </header>
-      <div class="fristen-overhaul-trigger-meta">
-        <span class="fristen-overhaul-trigger-code">${escHtml(trig.code)}</span>
-        <span class="fristen-overhaul-trigger-pt">${escHtml(ptName)}</span>
-        ${juris ? `<span class="fristen-overhaul-trigger-juris">${escHtml(juris)}</span>` : ""}
-      </div>
-      <div class="fristen-overhaul-trigger-date">
-        <label for="fristen-overhaul-trigger-date" class="fristen-overhaul-trigger-date-label">
-          ${escHtml(t("deadlines.overhaul.trigger.date"))}
-        </label>
-        <input type="date" id="fristen-overhaul-trigger-date" class="fristen-overhaul-trigger-date-input"
-               value="${escAttr(currentResponse.trigger_date)}" />
-      </div>
-    </section>
-  `;
-
-  const groups = groupFollowUps(currentResponse.follow_ups);
-  const groupHtml = renderGroups(groups, lang);
-
-  const nudge = currentProjectId
-    ? ""
-    : `<div class="fristen-overhaul-nudge">${escHtml(t("deadlines.overhaul.nudge.no_project"))}</div>`;
-
-  const footer = currentProjectId
-    ? renderFooter()
-    : "";
-
-  root.innerHTML = `
-    ${triggerCard}
-    ${nudge}
-    <section class="fristen-overhaul-groups" aria-label="${escAttr(t("deadlines.overhaul.followups.label"))}">
-      ${groupHtml}
-    </section>
-    ${footer}
-    <div class="fristen-overhaul-msg" id="fristen-overhaul-msg" role="status" aria-live="polite"></div>
-  `;
-
-  wireSurfaceEvents();
-}
-
-export interface GroupedFollowUps {
-  mandatory: FollowUpRule[];
-  recommended: FollowUpRule[];
-  optional: FollowUpRule[];
-  conditional: FollowUpRule[];
-}
-
-// groupFollowUps splits the wire list into the four visible groups per
-// design §4.2. Conditional (sr.condition_expr IS NOT NULL) takes
-// precedence over the priority bucket so a "nur wenn CCR" mandatory
-// rule renders under Conditional with the gating language visible.
-export function groupFollowUps(rows: FollowUpRule[]): GroupedFollowUps {
-  const out: GroupedFollowUps = { mandatory: [], recommended: [], optional: [], conditional: [] };
-  for (const r of rows) {
-    if (r.has_condition) {
-      out.conditional.push(r);
-      continue;
-    }
-    switch (r.priority) {
-      case "mandatory":
-        out.mandatory.push(r);
-        break;
-      case "recommended":
-        out.recommended.push(r);
-        break;
-      case "optional":
-        out.optional.push(r);
-        break;
-      default:
-        // unknown / informational — fold into optional so the row is at
-        // least visible. Future Phase 2 'informational' tier gets a
-        // dedicated bucket once seeded.
-        out.optional.push(r);
-    }
-  }
-  return out;
-}
-
-function renderGroups(groups: GroupedFollowUps, lang: "de" | "en"): string {
-  const blocks: string[] = [];
-  if (groups.mandatory.length > 0) {
-    blocks.push(renderGroup("mandatory", t("deadlines.overhaul.group.mandatory"), groups.mandatory, lang));
-  }
-  if (groups.recommended.length > 0) {
-    blocks.push(renderGroup("recommended", t("deadlines.overhaul.group.recommended"), groups.recommended, lang));
-  }
-  if (groups.optional.length > 0) {
-    blocks.push(renderGroup("optional", t("deadlines.overhaul.group.optional"), groups.optional, lang));
-  }
-  if (groups.conditional.length > 0) {
-    blocks.push(renderGroup("conditional", t("deadlines.overhaul.group.conditional"), groups.conditional, lang));
-  }
-  if (blocks.length === 0) {
-    return `<div class="fristen-overhaul-empty">${escHtml(t("deadlines.overhaul.empty"))}</div>`;
-  }
-  return blocks.join("");
-}
-
-function renderGroup(slug: string, label: string, rows: FollowUpRule[], lang: "de" | "en"): string {
-  const items = rows.map((r) => renderRule(r, lang)).join("");
-  return `
-    <div class="fristen-overhaul-group fristen-overhaul-group--${escAttr(slug)}">
-      <h3 class="fristen-overhaul-group-title">${escHtml(label)}</h3>
-      <ul class="fristen-overhaul-rule-list">
-        ${items}
-      </ul>
-    </div>
-  `;
-}
-
-function renderRule(r: FollowUpRule, lang: "de" | "en"): string {
-  const title = lang === "en" ? r.title_en || r.title_de : r.title_de;
-  const notes = lang === "en" ? r.notes_en || r.notes_de : r.notes_de;
-  const sel = selections.get(r.rule_id);
-  const checked = sel ? sel.checked : defaultChecked(r);
-  const dateOverride = sel?.override;
-  const computedDate = r.due_date || "";
-  const effectiveDate = dateOverride || computedDate;
-  const disabled = r.is_court_set || (r.is_spawn && !r.due_date);
-
-  // Duration phrase: "3 Monate" / "14 Tage" — language-aware.
-  const durationPhrase = formatDurationPhrase(r, lang);
-  const dateCell = r.is_court_set
-    ? `<span class="fristen-overhaul-rule-court-set">${escHtml(t("deadlines.court.set"))}</span>`
-    : effectiveDate
-      ? `<span class="fristen-overhaul-rule-date" data-rule-id="${escAttr(r.rule_id)}">${escHtml(formatDateForLang(effectiveDate, lang))}</span>`
-      : `<span class="fristen-overhaul-rule-date fristen-overhaul-rule-date--unknown">&mdash;</span>`;
-
-  const partyBadge = r.primary_party
-    ? `<span class="fristen-overhaul-rule-party fristen-overhaul-rule-party--${escAttr(r.primary_party)}">${escHtml(t(`deadlines.party.${r.primary_party}` as never))}</span>`
-    : "";
-
-  const sourceBadge = r.legal_source_display
-    ? r.legal_source_url
-      ? `<a class="fristen-overhaul-rule-source" href="${escAttr(r.legal_source_url)}" target="_blank" rel="noreferrer">${escHtml(r.legal_source_display)}</a>`
-      : `<span class="fristen-overhaul-rule-source">${escHtml(r.legal_source_display)}</span>`
-    : r.rule_code
-      ? `<span class="fristen-overhaul-rule-source">${escHtml(r.rule_code)}</span>`
-      : "";
-
-  const spawnBadge = r.is_spawn
-    ? `<span class="fristen-overhaul-rule-spawn" title="${escAttr(t("deadlines.overhaul.spawn.tooltip"))}">${escHtml(t("deadlines.overhaul.spawn.badge"))}${r.spawn_proceeding_code ? ` · ${escHtml(r.spawn_proceeding_code)}` : ""}</span>`
-    : "";
-
-  const condBadge = r.has_condition
-    ? `<span class="fristen-overhaul-rule-cond">${escHtml(t("deadlines.overhaul.condition.badge"))}</span>`
-    : "";
-
-  const crossPartyBadge = r.is_cross_party
-    ? `<span class="fristen-overhaul-rule-crossparty" title="${escAttr(t("deadlines.overhaul.crossparty.tooltip"))}">${escHtml(t("deadlines.overhaul.crossparty.badge"))}</span>`
-    : "";
-
-  const notesHtml = notes
-    ? `<details class="fristen-overhaul-rule-notes"><summary>${escHtml(t("deadlines.overhaul.notes.summary"))}</summary><p>${escHtml(notes)}</p></details>`
-    : "";
-
-  const editBtn = r.is_court_set || r.is_spawn || !computedDate
-    ? ""
-    : `<button type="button" class="fristen-overhaul-rule-edit-date" data-rule-id="${escAttr(r.rule_id)}" title="${escAttr(t("deadlines.overhaul.edit_date.title"))}" aria-label="${escAttr(t("deadlines.overhaul.edit_date.title"))}">${escHtml(t("deadlines.overhaul.edit_date.label"))}</button>`;
-
-  return `
-    <li class="fristen-overhaul-rule${disabled ? " is-disabled" : ""}${r.is_cross_party ? " is-cross-party" : ""}" data-rule-id="${escAttr(r.rule_id)}">
-      <label class="fristen-overhaul-rule-check">
-        <input type="checkbox" data-rule-id="${escAttr(r.rule_id)}"
-               ${checked ? "checked" : ""} ${disabled ? "disabled" : ""} />
-        <span class="visually-hidden">${escHtml(t("deadlines.overhaul.select_rule"))}</span>
-      </label>
-      <div class="fristen-overhaul-rule-body">
-        <div class="fristen-overhaul-rule-title-row">
-          <span class="fristen-overhaul-rule-title">${escHtml(title)}</span>
-          ${spawnBadge}
-          ${condBadge}
-          ${crossPartyBadge}
-        </div>
-        <div class="fristen-overhaul-rule-meta-row">
-          ${durationPhrase ? `<span class="fristen-overhaul-rule-duration">${escHtml(durationPhrase)}</span>` : ""}
-          ${partyBadge}
-          ${sourceBadge}
-        </div>
-        ${notesHtml}
-      </div>
-      <div class="fristen-overhaul-rule-date-cell">
-        ${dateCell}
-        ${editBtn}
-      </div>
-    </li>
-  `;
-}
-
-function renderFooter(): string {
-  const selectedCount = countSelected();
-  return `
-    <footer class="fristen-overhaul-footer" id="fristen-overhaul-footer">
-      <span class="fristen-overhaul-footer-count" id="fristen-overhaul-footer-count">
-        ${escHtml(tDyn("deadlines.overhaul.footer.count").replace("{n}", String(selectedCount)))}
-      </span>
-      <button type="button" class="fristen-overhaul-footer-cta btn-primary btn-cta-lime"
-              id="fristen-overhaul-write-back"
-              ${selectedCount === 0 ? "disabled" : ""}>
-        ${escHtml(t("deadlines.overhaul.footer.cta"))}
-      </button>
-    </footer>
-  `;
-}
-
-// Event wiring --------------------------------------------------------
-
-function wireSurfaceEvents(): void {
-  // Trigger-date change → re-fetch with new date.
-  const dateInput = document.getElementById("fristen-overhaul-trigger-date") as HTMLInputElement | null;
-  if (dateInput && currentResponse) {
-    dateInput.addEventListener("change", () => {
-      if (!currentResponse) return;
-      const newDate = dateInput.value;
-      if (!newDate) return;
-      void mountResultView({
-        eventRef: currentResponse.trigger.code,
-        triggerDate: newDate,
-        party: currentResponse.party,
-      });
-    });
-  }
-
-  // Checkbox toggles → update selections + footer count.
-  const root = document.getElementById("fristen-overhaul-root");
-  if (root) {
-    root.querySelectorAll<HTMLInputElement>(".fristen-overhaul-rule-check input[type=checkbox]").forEach((cb) => {
-      cb.addEventListener("change", () => {
-        const id = cb.dataset.ruleId || "";
-        const sel = selections.get(id) ?? { checked: cb.checked };
-        sel.checked = cb.checked;
-        selections.set(id, sel);
-        refreshFooterCount();
-      });
-    });
-
-    // Per-rule date override.
-    root.querySelectorAll<HTMLButtonElement>(".fristen-overhaul-rule-edit-date").forEach((btn) => {
-      btn.addEventListener("click", () => editRuleDate(btn));
-    });
-  }
-
-  // Write-back CTA.
-  const cta = document.getElementById("fristen-overhaul-write-back");
-  if (cta) cta.addEventListener("click", () => void submitWriteBack());
-}
-
-function editRuleDate(btn: HTMLButtonElement): void {
-  const ruleId = btn.dataset.ruleId || "";
-  const rule = currentResponse?.follow_ups.find((r) => r.rule_id === ruleId);
-  if (!rule) return;
-  const sel = selections.get(ruleId) ?? { checked: defaultChecked(rule) };
-  const current = sel.override || rule.due_date || todayIso();
-
-  const dateCell = btn.parentElement;
-  if (!dateCell) return;
-  const dateSpan = dateCell.querySelector<HTMLSpanElement>(".fristen-overhaul-rule-date");
-  if (!dateSpan) return;
-
-  const input = document.createElement("input");
-  input.type = "date";
-  input.value = current;
-  input.className = "fristen-overhaul-rule-date-input";
-  dateSpan.replaceWith(input);
-  btn.disabled = true;
-  input.focus();
-
-  const commit = () => {
-    const newDate = input.value;
-    if (newDate && newDate !== current) {
-      sel.override = newDate;
-      selections.set(ruleId, sel);
-    }
-    renderSurface();
-  };
-  input.addEventListener("blur", commit, { once: true });
-  input.addEventListener("keydown", (e) => {
-    if ((e as KeyboardEvent).key === "Enter") {
-      e.preventDefault();
-      input.blur();
-    } else if ((e as KeyboardEvent).key === "Escape") {
-      renderSurface();
-    }
-  });
-}
-
-function refreshFooterCount(): void {
-  const countEl = document.getElementById("fristen-overhaul-footer-count");
-  const cta = document.getElementById("fristen-overhaul-write-back") as HTMLButtonElement | null;
-  const n = countSelected();
-  if (countEl) {
-    countEl.textContent = tDyn("deadlines.overhaul.footer.count").replace("{n}", String(n));
-  }
-  if (cta) cta.disabled = n === 0;
-}
-
-function countSelected(): number {
-  let n = 0;
-  if (!currentResponse) return 0;
-  for (const r of currentResponse.follow_ups) {
-    if (r.is_court_set) continue;
-    // Cross-party rows are unconditionally excluded from write-back
-    // (design §2.4). Even if the user manually checks the box, they
-    // describe what the opponent files — not Akte work for our side.
-    if (r.is_cross_party) continue;
-    const sel = selections.get(r.rule_id);
-    if (sel?.checked) n++;
-  }
-  return n;
-}
-
-// Write-back ----------------------------------------------------------
-
-async function submitWriteBack(): Promise<void> {
-  if (!currentResponse) return;
-  if (!currentProjectId) return;
-  const msg = document.getElementById("fristen-overhaul-msg");
-  const cta = document.getElementById("fristen-overhaul-write-back") as HTMLButtonElement | null;
-  const lang = getLang();
-
-  const deadlines: Array<Record<string, unknown>> = [];
-  for (const r of currentResponse.follow_ups) {
-    const sel = selections.get(r.rule_id);
-    if (!sel?.checked) continue;
-    if (r.is_court_set) continue;
-    // Skip cross-party rows even if checked — they describe opposing-
-    // side filings and don't belong in our side's Akte deadline set
-    // (design §2.4, write-back exclusion).
-    if (r.is_cross_party) continue;
-    const dueDate = sel.override || r.due_date;
-    if (!dueDate) continue;
-    const title = lang === "en" ? r.title_en || r.title_de : r.title_de;
-    const notes = lang === "en" ? r.notes_en || r.notes_de : r.notes_de;
-    deadlines.push({
-      title,
-      rule_code: r.rule_code || undefined,
-      due_date: dueDate,
-      original_due_date: r.original_due_date || r.due_date || undefined,
-      source: "fristenrechner",
-      rule_id: r.rule_id,
-      notes: notes || undefined,
-      audit_reason: auditReason(),
-    });
-  }
-
-  if (deadlines.length === 0 || !msg || !cta) return;
-  cta.disabled = true;
-  msg.textContent = "";
-  msg.className = "fristen-overhaul-msg";
-
-  try {
-    const resp = await fetch(`/api/projects/${encodeURIComponent(currentProjectId)}/deadlines/bulk`, {
-      method: "POST",
-      headers: { "Content-Type": "application/json" },
-      body: JSON.stringify({ deadlines }),
-    });
-    if (!resp.ok) {
-      const body = await resp.json().catch(() => ({}) as { error?: string });
-      msg.textContent = body.error || t("deadlines.save.error");
-      msg.className = "fristen-overhaul-msg form-msg-error";
-      cta.disabled = false;
-      return;
-    }
-    msg.innerHTML = `${escHtml(t("deadlines.save.success"))} <a href="/deadlines?project_id=${encodeURIComponent(currentProjectId)}">${escHtml(t("deadlines.save.success.link"))}</a>`;
-    msg.className = "fristen-overhaul-msg form-msg-ok";
-    setTimeout(() => {
-      if (cta) cta.disabled = false;
-    }, 1500);
-  } catch {
-    msg.textContent = t("deadlines.save.error");
-    msg.className = "fristen-overhaul-msg form-msg-error";
-    cta.disabled = false;
-  }
-}
-
-// audit reason per design §11.Q12: "Aus Fristenrechner — Trigger: {name} ({date})".
-function auditReason(): string {
-  if (!currentResponse) return "";
-  const name = currentResponse.trigger.name_de;
-  const date = currentResponse.trigger_date;
-  return `Aus Fristenrechner — Trigger: ${name} (${date})`;
-}
-
-// Helpers -------------------------------------------------------------
-
-export function defaultChecked(r: FollowUpRule): boolean {
-  // Cross-party rows are unchecked by default — they describe what the
-  // OTHER side files. They render to honestly show the workflow, but
-  // the Akte write-back excludes them unconditionally (design §2.4).
-  if (r.is_cross_party) return false;
-  if (r.is_court_set) return false;
-  if (r.is_spawn) return r.priority === "mandatory";
-  if (r.has_condition) return false;
-  return r.priority === "mandatory" || r.priority === "recommended";
-}
-
-function formatDurationPhrase(r: FollowUpRule, lang: "de" | "en"): string {
-  if (!r.duration_value || !r.duration_unit) return "";
-  const unitDE: Record<string, string> = {
-    days: "Tage",
-    months: "Monate",
-    weeks: "Wochen",
-    years: "Jahre",
-  };
-  const unitEN: Record<string, string> = {
-    days: "days",
-    months: "months",
-    weeks: "weeks",
-    years: "years",
-  };
-  const u = (lang === "en" ? unitEN : unitDE)[r.duration_unit] || r.duration_unit;
-  return `${r.duration_value} ${u}`;
-}
-
-function formatDateForLang(iso: string, lang: "de" | "en"): string {
-  // YYYY-MM-DD → DE: DD.MM.YYYY / EN: DD MMM YYYY (short).
-  if (!iso || iso.length < 10) return iso;
-  const [y, m, d] = iso.split("-");
-  if (!y || !m || !d) return iso;
-  if (lang === "en") {
-    const months = ["Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec"];
-    const idx = parseInt(m, 10) - 1;
-    const mn = idx >= 0 && idx < months.length ? months[idx] : m;
-    return `${parseInt(d, 10)} ${mn} ${y}`;
-  }
-  return `${d}.${m}.${y}`;
-}
-
-function eventKindIcon(kind?: string): string {
-  switch (kind) {
-    case "filing":   return "&#128229;"; // inbox/letter
-    case "hearing":  return "&#127963;&#65039;"; // courthouse
-    case "decision": return "&#9878;&#65039;"; // scales
-    case "order":    return "&#128220;"; // page
-    default:         return "&#128197;"; // calendar
-  }
-}
-
-function todayIso(): string {
-  return new Date().toISOString().slice(0, 10);
-}
-
-function syncUrlState(eventCode: string, triggerDate: string): void {
-  const url = new URL(window.location.href);
-  url.searchParams.set("overhaul", "1");
-  url.searchParams.set("event", eventCode);
-  url.searchParams.set("trigger_date", triggerDate);
-  history.replaceState(null, "", url.pathname + url.search + url.hash);
-}

frontend/src/client/fristenrechner-wizard.test.ts

@@ -1,47 +0,0 @@
-import { describe, expect, test } from "bun:test";
-import { followUpsDifferByParty } from "./fristenrechner-wizard";
-
-describe("followUpsDifferByParty — R5 trigger condition (S4, design §3.2)", () => {
-  test("true when both claimant and defendant rules present", () => {
-    expect(followUpsDifferByParty([
-      { primary_party: "claimant" },
-      { primary_party: "defendant" },
-    ])).toBe(true);
-  });
-  test("false when all claimant", () => {
-    expect(followUpsDifferByParty([
-      { primary_party: "claimant" },
-      { primary_party: "claimant" },
-    ])).toBe(false);
-  });
-  test("false when all defendant", () => {
-    expect(followUpsDifferByParty([
-      { primary_party: "defendant" },
-    ])).toBe(false);
-  });
-  test("false when only 'both' rules", () => {
-    // "Both" rules are bilateral procedural moves (Vertraulichkeits-
-    // Erwiderung); they don't gate R5 because either party can be
-    // looking at them.
-    expect(followUpsDifferByParty([
-      { primary_party: "both" },
-      { primary_party: "both" },
-    ])).toBe(false);
-  });
-  test("false when only court rules", () => {
-    expect(followUpsDifferByParty([
-      { primary_party: "court" },
-    ])).toBe(false);
-  });
-  test("true when mixed with both / court alongside the asymmetric pair", () => {
-    expect(followUpsDifferByParty([
-      { primary_party: "both" },
-      { primary_party: "claimant" },
-      { primary_party: "court" },
-      { primary_party: "defendant" },
-    ])).toBe(true);
-  });
-  test("false on empty list", () => {
-    expect(followUpsDifferByParty([])).toBe(false);
-  });
-});

frontend/src/client/fristenrechner-wizard.ts

@@ -1,711 +0,0 @@
-// Fristenrechner overhaul Mode B — "Geführt" / wizard (design §3.2).
-//
-// 3-5 question row stack that lands the user on one procedural_event
-// (the trigger), then transitions to the shared §4 result view.
-//
-//   R1  Was ist passiert?           (event_kind)               always asked
-//   R2  Vor welchem Gericht?        (jurisdiction)             skip if R1 narrows
-//   R3  In welchem Verfahren?       (proceeding_type)          auto-skip when 1 option
-//   R4  Welches Schriftstück?       (procedural_event — land)  always asked
-//   R5  Welche Seite vertreten Sie? (party)                    only when follow-ups differ
-//
-// Row badges per §11.Q3: R1+R2 = "Filter", R3+R4+R5 = "Qualifier".
-// R5 has NO "Beide" option per §11.Q8 (Mode B is the file-mode where
-// perspective is a qualifier).
-// Pre-fill + collapse rows from project (project.proceeding_type →
-// R3 + R2 derived; project.our_side → R5). Preserve compatible
-// downstream picks on back-navigation (§11.Q10).
-
-import { escAttr, escHtml } from "./views/verfahrensablauf-core";
-import { getLang, t, tDyn } from "./i18n";
-import { mountResultView } from "./fristenrechner-result";
-
-// Wire shapes — duplicates the parts of fristenrechner-mode-a.ts we
-// need; kept local so the wizard doesn't depend on Mode A.
-
-interface EventSearchHit {
-  id: string;
-  code: string;
-  name_de: string;
-  name_en: string;
-  event_kind?: string;
-  proceeding_type: {
-    id: number;
-    code: string;
-    name_de: string;
-    name_en: string;
-    jurisdiction?: string;
-  };
-  follow_up_count: number;
-}
-
-interface EventSearchResponse {
-  events: EventSearchHit[];
-  total: number;
-}
-
-interface ProceedingChip {
-  code: string;
-  name: string;
-  nameEN: string;
-  group: string;
-}
-
-interface ProjectSummary {
-  id: string;
-  proceeding_type_id?: number | null;
-  our_side?: string | null;
-}
-
-type Forum = "UPC" | "DE" | "EPA" | "DPMA";
-type EventKindRow = "filing" | "hearing" | "decision" | "order" | "missed";
-type WizardParty = "claimant" | "defendant";
-
-// WIZARD_HOST_ID is the DOM id the wizard renders into. Mounted by
-// fristenrechner-result.mountModeShell which creates the host element
-// under the overhaul root.
-const WIZARD_HOST_ID = "fristen-overhaul-mode-host";
-
-// FORUMS + EVENT_KINDS — closed sets. Keep parallel to Mode A's lists
-// so re-grouping happens in one place.
-const FORUMS: Forum[] = ["UPC", "DE", "EPA", "DPMA"];
-const EVENT_KINDS: EventKindRow[] = ["filing", "hearing", "decision", "order", "missed"];
-
-// Single wizard state. Module-local; one wizard at a time.
-interface WizardState {
-  // Picks. "" = not answered. R5 only set when the question is asked.
-  r1: EventKindRow | "";
-  r2: Forum | "";
-  r3: string;        // proceeding_types.code
-  r4: string;        // procedural_events.code
-  r5: WizardParty | "";
-
-  // Pre-fill provenance — when a pick came from the project context,
-  // the row renders with an "aus Akte" tag so the user notices.
-  r2FromProject: boolean;
-  r3FromProject: boolean;
-  r5FromProject: boolean;
-
-  // Implicit fills — R2 auto-derived from R1 when R1 narrows to one
-  // forum (e.g. "missed" → no narrowing, "filing" → cross-forum, but
-  // if downstream R3 lookup returns a single forum we can mark R2 as
-  // implicit).
-  r2Implicit: boolean;
-  r3Implicit: boolean;
-}
-
-const state: WizardState = {
-  r1: "", r2: "", r3: "", r4: "", r5: "",
-  r2FromProject: false, r3FromProject: false, r5FromProject: false,
-  r2Implicit: false, r3Implicit: false,
-};
-
-// Loaded from the project (if any).
-let projectSummary: ProjectSummary | null = null;
-
-// Proceeding chip cache key: jurisdiction × event_kind.
-let lastProcCacheKey = "";
-let cachedProcChips: ProceedingChip[] = [];
-
-// Event chip cache: keyed on R3 code + R1 event_kind.
-let lastEventCacheKey = "";
-let cachedEventChips: EventSearchHit[] = [];
-
-// Public API ---------------------------------------------------------
-
-export async function mountWizard(): Promise<void> {
-  const host = document.getElementById(WIZARD_HOST_ID);
-  if (!host) return;
-
-  // Hydrate from URL state (mode=wizard&forum=UPC&pt=upc.inf.cfi&…).
-  const params = new URLSearchParams(window.location.search);
-  state.r1 = (params.get("kind") as EventKindRow) || "";
-  state.r2 = (params.get("forum") as Forum) || "";
-  state.r3 = params.get("pt") || "";
-  state.r4 = params.get("event") || "";
-  state.r5 = (params.get("party") as WizardParty) || "";
-
-  // Project prefills.
-  const projectId = params.get("project");
-  if (projectId) {
-    projectSummary = await fetchProject(projectId);
-    await applyProjectPrefills();
-  } else {
-    projectSummary = null;
-  }
-
-  renderShell();
-  void renderRows();
-}
-
-// applyProjectPrefills derives R2 + R3 + R5 from the project when they
-// haven't been set explicitly. Project picks take precedence over
-// unspecified state, but a user-supplied URL pick wins over the
-// project default.
-async function applyProjectPrefills(): Promise<void> {
-  if (!projectSummary) return;
-  // Map our_side → R5.
-  if (!state.r5) {
-    const side = projectSummary.our_side;
-    if (side === "claimant" || side === "applicant" || side === "appellant") {
-      state.r5 = "claimant";
-      state.r5FromProject = true;
-    } else if (side === "defendant" || side === "respondent") {
-      state.r5 = "defendant";
-      state.r5FromProject = true;
-    }
-  }
-  // Map proceeding_type_id → R3 + infer R2 jurisdiction.
-  if (projectSummary.proceeding_type_id && !state.r3) {
-    const pt = await fetchProceedingByID(projectSummary.proceeding_type_id);
-    if (pt) {
-      state.r3 = pt.code;
-      state.r3FromProject = true;
-      if (pt.group && !state.r2) {
-        state.r2 = pt.group as Forum;
-        state.r2FromProject = true;
-      }
-    }
-  }
-}
-
-// Render -------------------------------------------------------------
-
-function renderShell(): void {
-  const host = document.getElementById(WIZARD_HOST_ID);
-  if (!host) return;
-  host.innerHTML = `
-    <div class="fristen-wizard-root">
-      <header class="fristen-wizard-header">
-        <h2 class="fristen-wizard-title">${escHtml(t("deadlines.overhaul.wizard.heading"))}</h2>
-        <p class="fristen-wizard-hint">${escHtml(t("deadlines.overhaul.wizard.hint"))}</p>
-      </header>
-      <div class="fristen-wizard-rows" id="fristen-wizard-rows" aria-live="polite"></div>
-    </div>
-  `;
-}
-
-async function renderRows(): Promise<void> {
-  const host = document.getElementById("fristen-wizard-rows");
-  if (!host) return;
-
-  // Resolve dynamic row prerequisites BEFORE building markup so chip
-  // sets are populated.
-  if (state.r1 && state.r2) {
-    await ensureProceedingChips(state.r2, state.r1);
-    // Auto-skip R3 when the narrowed pool has exactly one option.
-    if (!state.r3 && cachedProcChips.length === 1) {
-      state.r3 = cachedProcChips[0].code;
-      state.r3Implicit = true;
-    }
-  }
-  if (state.r1 && state.r3) {
-    await ensureEventChips(state.r3, state.r1);
-  }
-
-  const rows: string[] = [];
-  rows.push(rowR1());
-  if (shouldShowR2()) rows.push(rowR2());
-  if (shouldShowR3()) rows.push(rowR3());
-  if (shouldShowR4()) rows.push(rowR4());
-  if (state.r4 && shouldShowR5Sync()) rows.push(rowR5Loading());
-
-  host.innerHTML = rows.join("");
-  wireRowEvents();
-
-  // R5 conditional check — fires after R4 picked. Inspects /follow-ups
-  // to see whether they actually differ by party. If yes, show R5. If
-  // no, or R5 already set, transition straight to result view.
-  if (state.r4) {
-    void maybeAdvanceFromR4();
-  }
-}
-
-// Should-show predicates --------------------------------------------
-
-function shouldShowR2(): boolean {
-  // Skip R2 only when R1 narrows to a single forum — which today
-  // never happens for the closed event_kind set (every kind exists in
-  // multiple jurisdictions). Always show R2 until we have empirical
-  // evidence otherwise.
-  return state.r1 !== "" && state.r1 !== "missed";
-}
-
-function shouldShowR3(): boolean {
-  if (state.r1 === "" || state.r2 === "") return false;
-  if (state.r3 && state.r3Implicit) return true; // visible compact
-  return true;
-}
-
-function shouldShowR4(): boolean {
-  return state.r3 !== "" && state.r1 !== "";
-}
-
-// shouldShowR5Sync renders the placeholder row immediately; the actual
-// asked-or-not decision happens after the async follow-ups probe in
-// maybeAdvanceFromR4.
-function shouldShowR5Sync(): boolean {
-  return state.r4 !== "";
-}
-
-// Row builders ------------------------------------------------------
-
-function rowR1(): string {
-  const chips = EVENT_KINDS.map((k) => {
-    const label = t(`deadlines.overhaul.kind.${k}` as never);
-    const icon = eventKindIcon(k);
-    return chipHtml("r1", k, label, state.r1 === k, icon);
-  }).join("");
-  return rowShell({
-    n: 1,
-    badge: "filter",
-    label: t("deadlines.overhaul.wizard.r1.label"),
-    active: !state.r1,
-    answeredText: state.r1 ? t(`deadlines.overhaul.kind.${state.r1}` as never) : "",
-    body: `<div class="fristen-wizard-chips">${chips}</div>`,
-  });
-}
-
-function rowR2(): string {
-  const chips = FORUMS.map((f) => chipHtml("r2", f, f, state.r2 === f)).join("");
-  return rowShell({
-    n: 2,
-    badge: "filter",
-    label: t("deadlines.overhaul.wizard.r2.label"),
-    active: !state.r2,
-    fromProject: state.r2FromProject,
-    answeredText: state.r2 || "",
-    body: `<div class="fristen-wizard-chips">${chips}</div>`,
-  });
-}
-
-function rowR3(): string {
-  if (cachedProcChips.length === 0) {
-    return rowShell({
-      n: 3, badge: "qualifier",
-      label: t("deadlines.overhaul.wizard.r3.label"),
-      active: true,
-      body: `<div class="fristen-wizard-empty">${escHtml(t("deadlines.overhaul.wizard.r3.empty"))}</div>`,
-    });
-  }
-  const lang = getLang();
-  const chips = cachedProcChips.map((p) => {
-    const label = lang === "en" ? p.nameEN || p.name : p.name;
-    return chipHtml("r3", p.code, label, state.r3 === p.code, undefined, p.code);
-  }).join("");
-  let answered = "";
-  if (state.r3) {
-    const hit = cachedProcChips.find((p) => p.code === state.r3);
-    if (hit) answered = lang === "en" ? hit.nameEN || hit.name : hit.name;
-  }
-  return rowShell({
-    n: 3,
-    badge: "qualifier",
-    label: t("deadlines.overhaul.wizard.r3.label"),
-    active: !state.r3,
-    fromProject: state.r3FromProject,
-    implicit: state.r3Implicit,
-    answeredText: answered,
-    body: `<div class="fristen-wizard-chips">${chips}</div>`,
-  });
-}
-
-function rowR4(): string {
-  if (cachedEventChips.length === 0) {
-    return rowShell({
-      n: 4, badge: "qualifier",
-      label: t("deadlines.overhaul.wizard.r4.label"),
-      active: true,
-      body: `<div class="fristen-wizard-empty">${escHtml(t("deadlines.overhaul.wizard.r4.empty"))}</div>`,
-    });
-  }
-  const lang = getLang();
-  const chips = cachedEventChips.map((e) => {
-    const label = lang === "en" ? e.name_en || e.name_de : e.name_de;
-    return chipHtml("r4", e.code, label, state.r4 === e.code, eventKindIcon(e.event_kind as EventKindRow));
-  }).join("");
-  let answered = "";
-  if (state.r4) {
-    const hit = cachedEventChips.find((e) => e.code === state.r4);
-    if (hit) answered = lang === "en" ? hit.name_en || hit.name_de : hit.name_de;
-  }
-  return rowShell({
-    n: 4,
-    badge: "qualifier",
-    label: t("deadlines.overhaul.wizard.r4.label"),
-    active: !state.r4,
-    answeredText: answered,
-    body: `<div class="fristen-wizard-chips">${chips}</div>`,
-  });
-}
-
-function rowR5Loading(): string {
-  // Placeholder while we probe whether R5 is needed. The async
-  // follow-ups probe replaces this with rowR5 chips or skips
-  // straight to the result view.
-  return rowShell({
-    n: 5, badge: "qualifier",
-    label: t("deadlines.overhaul.wizard.r5.label"),
-    active: !state.r5,
-    fromProject: state.r5FromProject,
-    answeredText: state.r5 ? t(`deadlines.party.${state.r5}` as never) : "",
-    body: `<div class="fristen-wizard-probe">${escHtml(t("deadlines.overhaul.wizard.r5.probing"))}</div>`,
-  });
-}
-
-function rowR5Chips(): string {
-  const chips = (["claimant", "defendant"] as const).map((p) =>
-    chipHtml("r5", p, t(`deadlines.party.${p}` as never), state.r5 === p)).join("");
-  return rowShell({
-    n: 5, badge: "qualifier",
-    label: t("deadlines.overhaul.wizard.r5.label"),
-    active: !state.r5,
-    fromProject: state.r5FromProject,
-    answeredText: state.r5 ? t(`deadlines.party.${state.r5}` as never) : "",
-    body: `<div class="fristen-wizard-chips">${chips}</div>`,
-  });
-}
-
-interface RowShellOpts {
-  n: number;
-  badge: "filter" | "qualifier";
-  label: string;
-  active: boolean;
-  body: string;
-  answeredText?: string;
-  fromProject?: boolean;
-  implicit?: boolean;
-}
-
-function rowShell(o: RowShellOpts): string {
-  const cls = `fristen-wizard-row fristen-wizard-row--${o.badge}` +
-    (o.active ? " is-active" : " is-answered") +
-    (o.fromProject ? " is-from-project" : "") +
-    (o.implicit ? " is-implicit" : "");
-  const badgeText = o.badge === "filter"
-    ? t("deadlines.overhaul.wizard.badge.filter")
-    : t("deadlines.overhaul.wizard.badge.qualifier");
-  const annotations: string[] = [];
-  if (o.fromProject) annotations.push(`<span class="fristen-wizard-row-anno">${escHtml(t("deadlines.overhaul.wizard.anno.from_project"))}</span>`);
-  if (o.implicit) annotations.push(`<span class="fristen-wizard-row-anno">${escHtml(t("deadlines.overhaul.wizard.anno.implicit"))}</span>`);
-  const answered = o.answeredText
-    ? `<span class="fristen-wizard-row-answer">${escHtml(o.answeredText)}</span>`
-    : "";
-  const edit = !o.active
-    ? `<button type="button" class="fristen-wizard-row-edit" data-row="${o.n}">${escHtml(t("deadlines.overhaul.wizard.edit"))}</button>`
-    : "";
-  return `
-    <section class="${cls}" data-row="${o.n}">
-      <header class="fristen-wizard-row-header">
-        <span class="fristen-wizard-row-n">${o.n}</span>
-        <span class="fristen-wizard-row-badge fristen-wizard-row-badge--${o.badge}">${escHtml(badgeText)}</span>
-        <span class="fristen-wizard-row-label">${escHtml(o.label)}</span>
-        ${annotations.join("")}
-        ${answered}
-        ${edit}
-      </header>
-      ${o.active ? `<div class="fristen-wizard-row-body">${o.body}</div>` : ""}
-    </section>
-  `;
-}
-
-// Event wiring ------------------------------------------------------
-
-function wireRowEvents(): void {
-  document.querySelectorAll<HTMLButtonElement>(".fristen-wizard-row .fristen-mode-a-chip").forEach((btn) => {
-    btn.addEventListener("click", () => {
-      const axis = btn.dataset.axis || "";
-      const value = btn.dataset.value || "";
-      handleChip(axis, value);
-    });
-  });
-  document.querySelectorAll<HTMLButtonElement>(".fristen-wizard-row-edit").forEach((btn) => {
-    btn.addEventListener("click", () => {
-      const n = parseInt(btn.dataset.row || "0", 10);
-      handleEdit(n);
-    });
-  });
-}
-
-function handleChip(axis: string, value: string): void {
-  switch (axis) {
-    case "r1": {
-      if (state.r1 === value) return;
-      state.r1 = value as EventKindRow;
-      // R1 change resets R3/R4 (event-kind narrows the pools).
-      state.r3 = "";
-      state.r3Implicit = false;
-      state.r4 = "";
-      state.r5 = state.r5FromProject ? state.r5 : "";
-      cachedEventChips = [];
-      lastEventCacheKey = "";
-      cachedProcChips = [];
-      lastProcCacheKey = "";
-      break;
-    }
-    case "r2": {
-      if (state.r2 === value) return;
-      state.r2 = value as Forum;
-      state.r2FromProject = false;
-      state.r2Implicit = false;
-      // R2 change may invalidate R3 → reset.
-      state.r3 = "";
-      state.r3FromProject = false;
-      state.r3Implicit = false;
-      state.r4 = "";
-      cachedProcChips = [];
-      lastProcCacheKey = "";
-      cachedEventChips = [];
-      lastEventCacheKey = "";
-      break;
-    }
-    case "r3": {
-      if (state.r3 === value) return;
-      state.r3 = value;
-      state.r3FromProject = false;
-      state.r3Implicit = false;
-      state.r4 = "";
-      cachedEventChips = [];
-      lastEventCacheKey = "";
-      break;
-    }
-    case "r4": {
-      if (state.r4 === value) return;
-      state.r4 = value;
-      break;
-    }
-    case "r5": {
-      if (state.r5 === value) return;
-      state.r5 = value as WizardParty;
-      state.r5FromProject = false;
-      break;
-    }
-  }
-  syncUrl();
-  void renderRows();
-}
-
-function handleEdit(n: number): void {
-  switch (n) {
-    case 1:
-      state.r1 = ""; state.r2 = ""; state.r3 = ""; state.r4 = ""; state.r5 = state.r5FromProject ? state.r5 : "";
-      cachedProcChips = []; lastProcCacheKey = "";
-      cachedEventChips = []; lastEventCacheKey = "";
-      break;
-    case 2:
-      state.r2 = ""; state.r2FromProject = false; state.r2Implicit = false;
-      state.r3 = ""; state.r3FromProject = false; state.r3Implicit = false;
-      state.r4 = "";
-      cachedProcChips = []; lastProcCacheKey = "";
-      cachedEventChips = []; lastEventCacheKey = "";
-      break;
-    case 3:
-      state.r3 = ""; state.r3FromProject = false; state.r3Implicit = false;
-      state.r4 = "";
-      cachedEventChips = []; lastEventCacheKey = "";
-      break;
-    case 4:
-      state.r4 = "";
-      state.r5 = state.r5FromProject ? state.r5 : "";
-      break;
-    case 5:
-      state.r5 = ""; state.r5FromProject = false;
-      break;
-  }
-  syncUrl();
-  void renderRows();
-}
-
-// maybeAdvanceFromR4 fetches /follow-ups for the picked event to
-// decide whether R5 is needed. If R5 is already set OR the
-// follow-ups don't differ by party, transition straight to the
-// result view. Else swap the R5 loading row for the chip picker.
-async function maybeAdvanceFromR4(): Promise<void> {
-  if (!state.r4) return;
-  if (state.r5) {
-    // R5 already answered (project prefill or explicit pick) → go.
-    void launchResult();
-    return;
-  }
-  // Probe follow-ups.
-  const url = new URL("/api/tools/fristenrechner/follow-ups", window.location.origin);
-  url.searchParams.set("event", state.r4);
-  try {
-    const resp = await fetch(url.toString(), { headers: { Accept: "application/json" } });
-    if (!resp.ok) {
-      // Soft-fail → swap to R5 chips so the user can decide manually.
-      swapR5(rowR5Chips());
-      return;
-    }
-    const data = (await resp.json()) as { follow_ups: Array<{ primary_party?: string }> };
-    const differs = followUpsDifferByParty(data.follow_ups);
-    if (!differs) {
-      void launchResult();
-      return;
-    }
-    swapR5(rowR5Chips());
-  } catch {
-    swapR5(rowR5Chips());
-  }
-}
-
-function swapR5(html: string): void {
-  const host = document.getElementById("fristen-wizard-rows");
-  if (!host) return;
-  const r5 = host.querySelector('.fristen-wizard-row[data-row="5"]');
-  if (!r5) {
-    host.insertAdjacentHTML("beforeend", html);
-  } else {
-    r5.outerHTML = html;
-  }
-  wireRowEvents();
-}
-
-function launchResult(): void {
-  // Hand off to the §4 result view. The URL already carries the
-  // picks via syncUrl(); add event= so the boot path treats this
-  // as a deep-link.
-  const url = new URL(window.location.href);
-  url.searchParams.set("overhaul", "1");
-  url.searchParams.set("event", state.r4);
-  if (state.r5) url.searchParams.set("party", state.r5);
-  else url.searchParams.delete("party");
-  history.pushState(null, "", url.pathname + url.search + url.hash);
-  void mountResultView({ eventRef: state.r4, party: state.r5 || undefined });
-}
-
-export function followUpsDifferByParty(rows: Array<{ primary_party?: string }>): boolean {
-  let hasClaimant = false, hasDefendant = false;
-  for (const r of rows) {
-    if (r.primary_party === "claimant") hasClaimant = true;
-    else if (r.primary_party === "defendant") hasDefendant = true;
-    if (hasClaimant && hasDefendant) return true;
-  }
-  return false;
-}
-
-// Fetches -----------------------------------------------------------
-
-async function fetchProject(id: string): Promise<ProjectSummary | null> {
-  try {
-    const resp = await fetch(`/api/projects/${encodeURIComponent(id)}`, { headers: { Accept: "application/json" } });
-    if (!resp.ok) return null;
-    return (await resp.json()) as ProjectSummary;
-  } catch {
-    return null;
-  }
-}
-
-async function fetchProceedingByID(id: number): Promise<ProceedingChip | null> {
-  // The proceeding-types endpoint returns codes, names, jurisdictions
-  // but doesn't carry the id (the wire shape FristenrechnerType is
-  // code-keyed). Walk the unfiltered list and pick by sort-order
-  // proximity / sort-fallback: we need the row whose id matches; since
-  // the wire doesn't expose id, fetch the projects detail to get the
-  // code directly. Cheap workaround: rely on /api/projects/{id}'s
-  // proceeding_type_id being matched against the proceeding-types list
-  // by jurisdiction round-trip is not possible without id. Instead
-  // expose the proceeding-types-by-id mapping via a follow-up endpoint
-  // later. For now hit the unfiltered list and assume the project's
-  // pick is in the active set.
-  //
-  // Pragmatic fallback: query the full list and return the only entry
-  // whose pseudo-id-via-sort-order matches. The lookup is unreliable
-  // until the wire shape includes id; for the project-prefill case the
-  // user can always re-pick R3 / R2 if the prefill misfires.
-  try {
-    const resp = await fetch(`/api/tools/proceeding-types`, { headers: { Accept: "application/json" } });
-    if (!resp.ok) return null;
-    const list = (await resp.json()) as ProceedingChip[] | null;
-    if (!list || list.length === 0) return null;
-    // Without id in the wire we cannot match by id. Skip the prefill
-    // silently — R3 stays unanswered and the user picks manually.
-    // (S5/follow-up can extend the wire shape to include id.)
-    void id;
-    return null;
-  } catch {
-    return null;
-  }
-}
-
-async function ensureProceedingChips(forum: Forum, kind: EventKindRow): Promise<void> {
-  const key = `${forum}\x00${kind}`;
-  if (lastProcCacheKey === key) return;
-  lastProcCacheKey = key;
-  const url = new URL("/api/tools/proceeding-types", window.location.origin);
-  url.searchParams.set("kind", "proceeding");
-  url.searchParams.set("jurisdiction", forum);
-  if (kind !== "missed") url.searchParams.set("event_kind", kind);
-  try {
-    const resp = await fetch(url.toString(), { headers: { Accept: "application/json" } });
-    if (!resp.ok) {
-      cachedProcChips = [];
-      return;
-    }
-    const data = (await resp.json()) as ProceedingChip[] | null;
-    cachedProcChips = data || [];
-  } catch {
-    cachedProcChips = [];
-  }
-}
-
-async function ensureEventChips(procCode: string, kind: EventKindRow): Promise<void> {
-  const key = `${procCode}\x00${kind}`;
-  if (lastEventCacheKey === key) return;
-  lastEventCacheKey = key;
-  const url = new URL("/api/tools/fristenrechner/search", window.location.origin);
-  url.searchParams.set("kind", "events");
-  url.searchParams.set("proc", procCode);
-  if (kind !== "missed") url.searchParams.set("event_kind", kind);
-  url.searchParams.set("limit", "100");
-  try {
-    const resp = await fetch(url.toString(), { headers: { Accept: "application/json" } });
-    if (!resp.ok) {
-      cachedEventChips = [];
-      return;
-    }
-    const data = (await resp.json()) as EventSearchResponse;
-    cachedEventChips = data.events || [];
-  } catch {
-    cachedEventChips = [];
-  }
-}
-
-// Helpers -----------------------------------------------------------
-
-function chipHtml(axis: string, value: string, label: string, active: boolean, icon?: string, title?: string): string {
-  const cls = `fristen-mode-a-chip${active ? " is-active" : ""}`;
-  const tt = title ? ` title="${escAttr(title)}"` : "";
-  const i = icon ? `<span class="fristen-mode-a-chip-icon" aria-hidden="true">${icon}</span>` : "";
-  return `<button type="button" class="${cls}" data-axis="${escAttr(axis)}" data-value="${escAttr(value)}"${tt}>${i}<span class="fristen-mode-a-chip-label">${escHtml(label)}</span></button>`;
-}
-
-function eventKindIcon(kind?: EventKindRow): string {
-  switch (kind) {
-    case "filing":   return "&#128229;";
-    case "hearing":  return "&#127963;&#65039;";
-    case "decision": return "&#9878;&#65039;";
-    case "order":    return "&#128220;";
-    case "missed":   return "&#9202;";
-    default:         return "&#128197;";
-  }
-}
-
-function syncUrl(): void {
-  const url = new URL(window.location.href);
-  url.searchParams.set("overhaul", "1");
-  url.searchParams.set("mode", "wizard");
-  setOrClear(url, "kind", state.r1);
-  setOrClear(url, "forum", state.r2);
-  setOrClear(url, "pt", state.r3);
-  // event=… is set only on launchResult; the wizard URL carries the
-  // R4 candidate via r4= so back/forward navigates within the wizard.
-  setOrClear(url, "r4", state.r4);
-  setOrClear(url, "party", state.r5);
-  history.replaceState(null, "", url.pathname + url.search + url.hash);
-}
-
-function setOrClear(url: URL, key: string, val: string): void {
-  if (val) url.searchParams.set(key, val);
-  else url.searchParams.delete(key);
-}

frontend/src/client/i18n.ts

@@ -221,6 +221,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "builder.header.stichtag": "Stichtag:",
     "builder.header.search": "Suche:",
     "builder.akte.none": "\u2014 ohne \u2014",
+    "builder.akte.banner.prefix": "Aus Akte:",
     "builder.search.placeholder": "Ereignis, Szenario, Akte \u2026",
     "builder.action.rename": "Benennen",
     "builder.action.rename.prompt": "Name f\u00fcr dieses Szenario:",
@@ -276,6 +277,78 @@ const translations: Record<Lang, Record<string, string>> = {
     "builder.save.saving": "Speichert \u2026",
     "builder.save.saved": "Gespeichert \u2713",
     "builder.save.error": "Speichern fehlgeschlagen",
+    "builder.search.hint.start": "Tippe \u2026 z.\u202fB. \u201eKlageerwiderung\u201c, \u201eHinweis\u201c, \u201eHL-2024\u201c",
+    "builder.search.hint.short": "Mindestens 2 Zeichen.",
+    "builder.search.hint.loading": "Suche \u2026",
+    "builder.search.hint.empty": "Keine Treffer.",
+    "builder.search.hint.error": "Suche fehlgeschlagen. Erneut versuchen.",
+    "builder.search.hint.akte_b4": "Akten-Modus folgt in B4.",
+    "builder.search.group.events": "Ereignisse",
+    "builder.search.group.scenarios": "Szenarien",
+    "builder.search.group.projects": "Akten",
+    "builder.search.summary.events.one": "{n} Ereignis",
+    "builder.search.summary.events.other": "{n} Ereignisse",
+    "builder.search.summary.scenarios.one": "{n} Szenario",
+    "builder.search.summary.scenarios.other": "{n} Szenarien",
+    "builder.search.summary.projects.one": "{n} Akte",
+    "builder.search.summary.projects.other": "{n} Akten",
+    "builder.search.anchor.divider": "\u2501\u2501\u2501\u2501 DU BIST HIER \u2501\u2501\u2501\u2501",
+
+    // B5 \u2014 side-panel buckets, sharing, promote-to-project wizard.
+    "builder.bucket.shared": "Geteilt mit mir",
+    "builder.bucket.promoted": "Als Projekt angelegt",
+    "builder.bucket.archived": "Archiviert",
+    "builder.bucket.empty": "\u2014",
+    "builder.readonly.watermark": "Geteilt von {owner} \u00b7 schreibgesch\u00fctzt",
+    "builder.readonly.blocked": "Schreibgesch\u00fctzt \u2014 Bearbeiten ist nur f\u00fcr die Eigent\u00fcmer:in m\u00f6glich.",
+    "builder.share.title": "Szenario teilen",
+    "builder.share.subtitle": "Schreibgesch\u00fctzt mit HLC-Kolleg:innen teilen. Du bleibst alleinige Bearbeiter:in.",
+    "builder.share.search.placeholder": "Name oder E-Mail suchen \u2026",
+    "builder.share.button": "Schreibgesch\u00fctzt teilen",
+    "builder.share.current.title": "Bereits geteilt mit:",
+    "builder.share.current.empty": "Noch mit niemandem geteilt.",
+    "builder.share.revoke": "Entfernen",
+    "builder.share.close": "Schlie\u00dfen",
+    "builder.share.no_results": "Keine Nutzer:innen gefunden.",
+    "builder.share.error": "Teilen fehlgeschlagen. Erneut versuchen.",
+    "builder.promote.title": "Als Projekt anlegen",
+    "builder.promote.step1": "Best\u00e4tigen",
+    "builder.promote.step2": "Parteien erg\u00e4nzen",
+    "builder.promote.step3": "Akte-Metadaten",
+    "builder.promote.next": "Weiter",
+    "builder.promote.back": "Zur\u00fcck",
+    "builder.promote.commit": "Anlegen",
+    "builder.promote.cancel": "Abbrechen",
+    "builder.promote.summary.heading": "Das wird angelegt:",
+    "builder.promote.summary.proceeding": "Hauptverfahren",
+    "builder.promote.summary.events_filed": "eingereichte Ereignisse",
+    "builder.promote.summary.events_planned": "geplante Ereignisse",
+    "builder.promote.summary.flags": "aktive Optionen",
+    "builder.promote.summary.note_extra": "{n} weitere(s) eigenst\u00e4ndige(s) Verfahren bleibt im Szenario und wird nicht automatisch \u00fcbernommen.",
+    "builder.promote.parties.hint": "Trage die echten Parteinamen ein \u2014 oder erg\u00e4nze sie sp\u00e4ter in der Akte.",
+    "builder.promote.parties.add": "+ Partei hinzuf\u00fcgen",
+    "builder.promote.parties.name": "Name",
+    "builder.promote.parties.role": "Rolle (z. B. Kl\u00e4ger)",
+    "builder.promote.parties.representative": "Vertreter:in",
+    "builder.promote.parties.remove": "Entfernen",
+    "builder.promote.parties.empty": "Noch keine Parteien.",
+    "builder.promote.meta.title": "Aktentitel / Mandat",
+    "builder.promote.meta.title.placeholder": "z. B. Becker ./. X \u2014 UPC Verletzung",
+    "builder.promote.meta.reference": "Referenz (optional)",
+    "builder.promote.meta.case_number": "Aktenzeichen (optional)",
+    "builder.promote.meta.client_number": "Mandantennummer (optional)",
+    "builder.promote.meta.our_side": "Unsere Seite",
+    "builder.promote.meta.our_side.claimant": "Kl\u00e4ger",
+    "builder.promote.meta.our_side.defendant": "Beklagter",
+    "builder.promote.meta.our_side.none": "\u2014 offen \u2014",
+    "builder.promote.meta.parent": "\u00dcbergeordnetes Verfahren (optional)",
+    "builder.promote.meta.parent.none": "\u2014 keines \u2014",
+    "builder.promote.meta.team": "Team (optional)",
+    "builder.promote.meta.team.hint": "Du wirst automatisch als Lead hinzugef\u00fcgt.",
+    "builder.promote.error.title_required": "Bitte einen Aktentitel eingeben.",
+    "builder.promote.error.generic": "Anlegen fehlgeschlagen. Erneut versuchen.",
+    "builder.promote.success": "Akte angelegt \u2014 Weiterleitung \u2026",
+    "builder.mobile.blocked": "Auf gr\u00f6\u00dferem Bildschirm \u00f6ffnen, um zu bearbeiten.",
 
     "deadlines.step1": "Verfahrensart w\u00e4hlen",
     "deadlines.step2": "Ausgangsdatum eingeben",
@@ -326,10 +399,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.epa.opp.opd": "Einspruchsverfahren",
     "deadlines.epa.opp.boa": "Beschwerdeverfahren",
     "deadlines.epa.grant.exa": "EP-Erteilungsverfahren",
-    "deadlines.party.claimant": "Kl\u00e4ger",
-    "deadlines.party.defendant": "Beklagter",
-    "deadlines.party.court": "Gericht",
-    "deadlines.party.both": "Beide",
     "deadlines.party.both.label": "beide Seiten",
     "deadlines.court.set": "vom Gericht bestimmt",
     "deadlines.court.indirect": "unbestimmt",
@@ -1055,6 +1124,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "cal.view.month": "Monat",
     "cal.view.week": "Woche",
     "cal.view.day": "Tag",
+    "cal.today": "Heute",
     "cal.month.prev": "Vorheriger Monat",
     "cal.month.next": "Nächster Monat",
     "cal.week.prev": "Vorherige Woche",
@@ -1480,7 +1550,25 @@ const translations: Record<Lang, Record<string, string>> = {
     "einstellungen.tab.profil": "Profil",
     "einstellungen.tab.benachrichtigungen": "Benachrichtigungen",
     "einstellungen.tab.caldav": "CalDAV",
+    "einstellungen.tab.names": "Namensschemata",
     "einstellungen.tab.export": "Datenexport",
+    "einstellungen.names.subtitle": "Legen Sie fest, wie Paliad Entwurfstitel und Dateinamen aus Projektdaten zusammensetzt. Klicken Sie auf einen Platzhalter, um ihn einzuf\u00fcgen; die Vorschau zeigt das Ergebnis sofort.",
+    "einstellungen.names.preview.sample": "Beispiel:",
+    "einstellungen.names.preview.empty": "Ohne Projektdaten:",
+    "einstellungen.names.reset": "Auf Standard zur\u00fccksetzen",
+    "einstellungen.names.saved": "Gespeichert.",
+    "einstellungen.names.reset_done": "Auf Standard zur\u00fcckgesetzt.",
+    "einstellungen.names.override_badge": "Angepasst",
+    "einstellungen.names.firm_badge": "Firmenstandard",
+    "einstellungen.names.firm.heading": "Firmenstandard (f\u00fcr alle)",
+    "einstellungen.names.firm.status_set": "Aktiver Firmenstandard:",
+    "einstellungen.names.firm.status_unset": "Kein Firmenstandard gesetzt \u2014 es gilt der Systemstandard.",
+    "einstellungen.names.firm.set": "Als Firmenstandard festlegen",
+    "einstellungen.names.firm.clear": "Firmenstandard l\u00f6schen",
+    "einstellungen.names.firm.saved": "Firmenstandard gespeichert.",
+    "einstellungen.names.firm.cleared": "Firmenstandard gel\u00f6scht \u2014 Systemstandard gilt wieder.",
+    "einstellungen.names.error.load": "Namensschemata konnten nicht geladen werden.",
+    "einstellungen.names.error.invalid": "Ung\u00fcltige Vorlage \u2014 bitte pr\u00fcfen Sie die Platzhalter.",
     "einstellungen.export.subtitle": "Laden Sie Ihre pers\u00f6nlichen Paliad-Daten als Excel- + JSON- + CSV-Paket herunter. Enthalten ist alles, was Sie aktuell sehen k\u00f6nnen \u2014 Ihre Projekte, Fristen, Termine, Notizen, Genehmigungen und Einstellungen.",
     "einstellungen.export.heading": "Pers\u00f6nlicher Datenexport",
     "einstellungen.export.what": "Das Paket enth\u00e4lt Ihre sichtbaren Daten in drei Formaten in einem .zip:",
@@ -1675,11 +1763,28 @@ const translations: Record<Lang, Record<string, string>> = {
     "submissions.draft.language.de": "DE",
     "submissions.draft.language.en": "EN",
     "submissions.draft.language.fallback_notice": "Fallback: universelles Skelett (keine sprachspezifische Vorlage).",
+    // t-paliad-354 — Dateiname-Stichwort (führt den Namen des exportierten Dokuments an).
+    "submissions.draft.keyword.label": "Stichwort (Dateiname)",
+    "submissions.draft.keyword.placeholder": "Automatisch aus dem Schriftsatztyp",
+    "submissions.draft.keyword.hint": "Führt den Dateinamen an: <Datum> <Stichwort> (<Aktenzeichen>).",
     // t-paliad-313 (m/paliad#141) Composer Slice A — base picker + section list.
     "submissions.draft.base.label": "Vorlagenbasis",
     "submissions.draft.base.hint": "Steuert Schriftarten, Briefkopf und Abschnitts-Defaults.",
     "submissions.draft.sections.title": "Abschnitte",
     "submissions.draft.sections.hint": "Inhalt pro Abschnitt — Autosave nach 500 ms. Letztes Layout in Word.",
+    // t-paliad-349 (m/paliad#157) docforge slice 6 — template authoring page.
+    "templates.authoring.title": "Vorlagen — Paliad",
+    "templates.authoring.heading": "Vorlagen",
+    "templates.authoring.intro": "Lade eine Word-Vorlage hoch, markiere Stellen und setze Variablen ein.",
+    "templates.authoring.upload.title": "Neue Vorlage hochladen",
+    "templates.authoring.upload.file": "Word-Datei (.docx)",
+    "templates.authoring.upload.name_de": "Name (DE)",
+    "templates.authoring.upload.name_en": "Name (EN)",
+    "templates.authoring.upload.firm": "Kanzlei (optional)",
+    "templates.authoring.upload.submit": "Hochladen",
+    "templates.authoring.list.title": "Vorhandene Vorlagen",
+    "templates.authoring.workspace.hint": "Text markieren, dann eine Variable wählen, um einen Platzhalter zu setzen.",
+    "templates.authoring.slots.title": "Platzhalter",
     // t-paliad-315 (m/paliad#141) Composer Slice C — building blocks admin.
     "admin.building_blocks.title": "Bausteine — Paliad",
     "admin.building_blocks.heading": "Bausteine",
@@ -3488,6 +3593,7 @@ const translations: Record<Lang, Record<string, string>> = {
     "builder.header.stichtag": "Anchor:",
     "builder.header.search": "Search:",
     "builder.akte.none": "— none —",
+    "builder.akte.banner.prefix": "From matter:",
     "builder.search.placeholder": "Event, scenario, matter …",
     "builder.action.rename": "Name it",
     "builder.action.rename.prompt": "Name for this scenario:",
@@ -3543,6 +3649,78 @@ const translations: Record<Lang, Record<string, string>> = {
     "builder.save.saving": "Saving …",
     "builder.save.saved": "Saved ✓",
     "builder.save.error": "Save failed",
+    "builder.search.hint.start": "Type … e.g. \"defence\", \"hearing\", \"HL-2024\"",
+    "builder.search.hint.short": "At least 2 characters.",
+    "builder.search.hint.loading": "Searching …",
+    "builder.search.hint.empty": "No matches.",
+    "builder.search.hint.error": "Search failed. Try again.",
+    "builder.search.hint.akte_b4": "Matter mode coming in B4.",
+    "builder.search.group.events": "Events",
+    "builder.search.group.scenarios": "Scenarios",
+    "builder.search.group.projects": "Matters",
+    "builder.search.summary.events.one": "{n} event",
+    "builder.search.summary.events.other": "{n} events",
+    "builder.search.summary.scenarios.one": "{n} scenario",
+    "builder.search.summary.scenarios.other": "{n} scenarios",
+    "builder.search.summary.projects.one": "{n} matter",
+    "builder.search.summary.projects.other": "{n} matters",
+    "builder.search.anchor.divider": "━━━━ YOU ARE HERE ━━━━",
+
+    // B5 — side-panel buckets, sharing, promote-to-project wizard.
+    "builder.bucket.shared": "Shared with me",
+    "builder.bucket.promoted": "Promoted to project",
+    "builder.bucket.archived": "Archived",
+    "builder.bucket.empty": "—",
+    "builder.readonly.watermark": "Shared by {owner} · read-only",
+    "builder.readonly.blocked": "Read-only — only the owner can edit.",
+    "builder.share.title": "Share scenario",
+    "builder.share.subtitle": "Share read-only with HLC colleagues. You remain the sole editor.",
+    "builder.share.search.placeholder": "Search name or email …",
+    "builder.share.button": "Share read-only",
+    "builder.share.current.title": "Already shared with:",
+    "builder.share.current.empty": "Not shared with anyone yet.",
+    "builder.share.revoke": "Remove",
+    "builder.share.close": "Close",
+    "builder.share.no_results": "No users found.",
+    "builder.share.error": "Sharing failed. Please try again.",
+    "builder.promote.title": "Create as project",
+    "builder.promote.step1": "Confirm",
+    "builder.promote.step2": "Add parties",
+    "builder.promote.step3": "Case metadata",
+    "builder.promote.next": "Next",
+    "builder.promote.back": "Back",
+    "builder.promote.commit": "Create",
+    "builder.promote.cancel": "Cancel",
+    "builder.promote.summary.heading": "What will be created:",
+    "builder.promote.summary.proceeding": "Primary proceeding",
+    "builder.promote.summary.events_filed": "filed events",
+    "builder.promote.summary.events_planned": "planned events",
+    "builder.promote.summary.flags": "active options",
+    "builder.promote.summary.note_extra": "{n} further standalone proceeding(s) stay in the scenario and are not carried over automatically.",
+    "builder.promote.parties.hint": "Enter the real party names — or add them later in the case file.",
+    "builder.promote.parties.add": "+ Add party",
+    "builder.promote.parties.name": "Name",
+    "builder.promote.parties.role": "Role (e.g. claimant)",
+    "builder.promote.parties.representative": "Representative",
+    "builder.promote.parties.remove": "Remove",
+    "builder.promote.parties.empty": "No parties yet.",
+    "builder.promote.meta.title": "Case title / matter",
+    "builder.promote.meta.title.placeholder": "e.g. Becker v. X — UPC infringement",
+    "builder.promote.meta.reference": "Reference (optional)",
+    "builder.promote.meta.case_number": "Case number (optional)",
+    "builder.promote.meta.client_number": "Client number (optional)",
+    "builder.promote.meta.our_side": "Our side",
+    "builder.promote.meta.our_side.claimant": "Claimant",
+    "builder.promote.meta.our_side.defendant": "Defendant",
+    "builder.promote.meta.our_side.none": "— open —",
+    "builder.promote.meta.parent": "Parent litigation (optional)",
+    "builder.promote.meta.parent.none": "— none —",
+    "builder.promote.meta.team": "Team (optional)",
+    "builder.promote.meta.team.hint": "You are added as lead automatically.",
+    "builder.promote.error.title_required": "Please enter a case title.",
+    "builder.promote.error.generic": "Creation failed. Please try again.",
+    "builder.promote.success": "Case created — redirecting …",
+    "builder.mobile.blocked": "Open on a larger screen to edit.",
 
     "deadlines.step1": "Select Proceeding Type",
     "deadlines.step2": "Enter Trigger Date",
@@ -3593,10 +3771,6 @@ const translations: Record<Lang, Record<string, string>> = {
     "deadlines.epa.opp.opd": "Opposition",
     "deadlines.epa.opp.boa": "Appeal",
     "deadlines.epa.grant.exa": "Grant Procedure",
-    "deadlines.party.claimant": "Claimant",
-    "deadlines.party.defendant": "Defendant",
-    "deadlines.party.court": "Court",
-    "deadlines.party.both": "Both",
     "deadlines.party.both.label": "both parties",
     "deadlines.court.set": "set by court",
     "deadlines.court.indirect": "tbd",
@@ -4728,7 +4902,25 @@ const translations: Record<Lang, Record<string, string>> = {
     "einstellungen.tab.profil": "Profile",
     "einstellungen.tab.benachrichtigungen": "Notifications",
     "einstellungen.tab.caldav": "CalDAV",
+    "einstellungen.tab.names": "Naming",
     "einstellungen.tab.export": "Data export",
+    "einstellungen.names.subtitle": "Define how Paliad composes draft titles and file names from project data. Click a placeholder to insert it; the preview updates instantly.",
+    "einstellungen.names.preview.sample": "Sample:",
+    "einstellungen.names.preview.empty": "Without project data:",
+    "einstellungen.names.reset": "Reset to default",
+    "einstellungen.names.saved": "Saved.",
+    "einstellungen.names.reset_done": "Reset to default.",
+    "einstellungen.names.override_badge": "Customised",
+    "einstellungen.names.firm_badge": "Firm default",
+    "einstellungen.names.firm.heading": "Firm default (for everyone)",
+    "einstellungen.names.firm.status_set": "Active firm default:",
+    "einstellungen.names.firm.status_unset": "No firm default set \u2014 the system default applies.",
+    "einstellungen.names.firm.set": "Set as firm default",
+    "einstellungen.names.firm.clear": "Clear firm default",
+    "einstellungen.names.firm.saved": "Firm default saved.",
+    "einstellungen.names.firm.cleared": "Firm default cleared \u2014 system default applies again.",
+    "einstellungen.names.error.load": "Could not load naming schemes.",
+    "einstellungen.names.error.invalid": "Invalid template \u2014 please check the placeholders.",
     "einstellungen.export.subtitle": "Download your personal Paliad data as an Excel + JSON + CSV bundle. The package contains everything you can currently see \u2014 your projects, deadlines, appointments, notes, approvals and settings.",
     "einstellungen.export.heading": "Personal data export",
     "einstellungen.export.what": "The package contains your visible data in three formats in one .zip:",
@@ -4918,6 +5110,10 @@ const translations: Record<Lang, Record<string, string>> = {
     "submissions.draft.language.de": "DE",
     "submissions.draft.language.en": "EN",
     "submissions.draft.language.fallback_notice": "Fallback: universal skeleton (no language-matched template).",
+    // t-paliad-354 — filename keyword (leads the exported document name).
+    "submissions.draft.keyword.label": "Keyword (filename)",
+    "submissions.draft.keyword.placeholder": "Auto-derived from the submission type",
+    "submissions.draft.keyword.hint": "Leads the filename: <date> <keyword> (<case number>).",
     "submissions.draft.preview.hint": "Read-only preview — final formatting in Word.",
     // t-paliad-277 — import-from-project + party-picker.
     "submissions.draft.import.button": "Import from project",
@@ -4928,6 +5124,19 @@ const translations: Record<Lang, Record<string, string>> = {
     "submissions.draft.base.hint": "Drives fonts, letterhead, and section defaults.",
     "submissions.draft.sections.title": "Sections",
     "submissions.draft.sections.hint": "Edit per section — autosaves after 500ms. Final layout in Word.",
+    // t-paliad-349 (m/paliad#157) docforge slice 6 — template authoring page.
+    "templates.authoring.title": "Templates — Paliad",
+    "templates.authoring.heading": "Templates",
+    "templates.authoring.intro": "Upload a Word template, highlight spots and insert variables.",
+    "templates.authoring.upload.title": "Upload a new template",
+    "templates.authoring.upload.file": "Word file (.docx)",
+    "templates.authoring.upload.name_de": "Name (DE)",
+    "templates.authoring.upload.name_en": "Name (EN)",
+    "templates.authoring.upload.firm": "Firm (optional)",
+    "templates.authoring.upload.submit": "Upload",
+    "templates.authoring.list.title": "Existing templates",
+    "templates.authoring.workspace.hint": "Highlight text, then pick a variable to place a placeholder.",
+    "templates.authoring.slots.title": "Placeholders",
     // t-paliad-315 (m/paliad#141) Composer Slice C — building blocks admin.
     "admin.building_blocks.title": "Building blocks — Paliad",
     "admin.building_blocks.heading": "Building blocks",

frontend/src/client/settings.ts

@@ -51,8 +51,8 @@ interface SyncLogEntry {
   duration_ms?: number;
 }
 
-type TabName = "profil" | "benachrichtigungen" | "caldav" | "export";
-const TABS: TabName[] = ["profil", "benachrichtigungen", "caldav", "export"];
+type TabName = "profil" | "benachrichtigungen" | "caldav" | "names" | "export";
+const TABS: TabName[] = ["profil", "benachrichtigungen", "caldav", "names", "export"];
 const DEFAULT_TAB: TabName = "profil";
 
 let me: Me | null = null;
@@ -115,6 +115,7 @@ function showTab(tab: TabName, pushHistory: boolean) {
     if (tab === "profil") void loadProfilTab();
     else if (tab === "benachrichtigungen") void loadPrefsTab();
     else if (tab === "caldav") void loadCalDAVTab();
+    else if (tab === "names") void loadNamesTab();
     else if (tab === "export") void loadExportTab();
   }
 }
@@ -1119,6 +1120,415 @@ function runExport(): void {
   }
 }
 
+// --- Namensschemata tab (t-paliad-356 Slice 4) ------------------------------
+//
+// Per-artifact token-template editor. All parsing, validation and preview
+// rendering happen server-side (the nomen engine is the single source of
+// truth); this client only inserts {tokens} at the cursor, debounces a preview
+// request, and persists via PUT/DELETE.
+
+interface NameVar {
+  var: string;
+  label: string;
+  label_en: string;
+}
+
+interface NameArtifactCard {
+  artifact_id: string;
+  label: string;
+  label_en: string;
+  template: string;
+  system_template: string;
+  is_override: boolean;
+  firm_is_set: boolean;
+  firm_template: string;
+  palette: NameVar[];
+  preview_full: string;
+  preview_empty: string;
+}
+
+let nameCards: NameArtifactCard[] = [];
+let nameIsAdmin = false;
+const namePreviewTimers = new Map<string, number>();
+
+function nameVarLabel(v: NameVar): string {
+  return getLang() === "en" ? v.label_en : v.label;
+}
+
+function artifactLabel(c: NameArtifactCard): string {
+  return getLang() === "en" ? c.label_en : c.label;
+}
+
+async function loadNamesTab(): Promise<void> {
+  const loading = document.getElementById("names-loading");
+  const list = document.getElementById("names-list");
+  if (!list) return;
+  try {
+    const resp = await fetch("/api/me/name-compositions");
+    if (!resp.ok) {
+      if (loading) loading.textContent = t("einstellungen.names.error.load");
+      return;
+    }
+    const data = await resp.json();
+    nameCards = (data.artifacts ?? []) as NameArtifactCard[];
+    nameIsAdmin = data.is_admin === true;
+  } catch {
+    if (loading) loading.textContent = t("einstellungen.names.error.load");
+    return;
+  }
+  if (loading) loading.style.display = "none";
+  list.style.display = "";
+  renderNameCards();
+}
+
+function renderNameCards(): void {
+  const list = document.getElementById("names-list");
+  if (!list) return;
+  list.innerHTML = nameCards.map(nameCardHTML).join("");
+  for (const card of nameCards) wireNameCard(card.artifact_id);
+}
+
+function nameCardHTML(c: NameArtifactCard): string {
+  const id = c.artifact_id;
+  const chips = c.palette
+    .map(
+      (v) =>
+        `<button type="button" class="names-chip" data-var="${esc(v.var)}" data-art="${esc(id)}">${esc(nameVarLabel(v))}</button>`,
+    )
+    .join("");
+  return `
+    <div class="names-artifact" data-art="${esc(id)}">
+      <div class="names-artifact-head">
+        <h2>${esc(artifactLabel(c))}</h2>
+        ${nameBadgeHTML(c)}
+      </div>
+      <div class="names-palette" id="names-palette-${esc(id)}">${chips}</div>
+      <input type="text" class="names-template-input" id="names-input-${esc(id)}"
+             value="${esc(c.template)}" autocomplete="off" spellcheck="false" />
+      <p class="form-msg form-msg-error names-error" id="names-error-${esc(id)}" style="display:none"></p>
+      <div class="names-preview">
+        <div class="names-preview-row">
+          <span class="names-preview-label" data-i18n="einstellungen.names.preview.sample">${esc(t("einstellungen.names.preview.sample"))}</span>
+          <code class="names-preview-value" id="names-full-${esc(id)}">${esc(c.preview_full)}</code>
+        </div>
+        <div class="names-preview-row">
+          <span class="names-preview-label" data-i18n="einstellungen.names.preview.empty">${esc(t("einstellungen.names.preview.empty"))}</span>
+          <code class="names-preview-value" id="names-empty-${esc(id)}">${esc(c.preview_empty)}</code>
+        </div>
+      </div>
+      <p class="form-msg names-saved" id="names-saved-${esc(id)}"></p>
+      <div class="form-actions">
+        <button type="button" class="btn-secondary" id="names-reset-${esc(id)}" data-i18n="einstellungen.names.reset">${esc(t("einstellungen.names.reset"))}</button>
+        <button type="button" class="btn-primary btn-cta-lime" id="names-save-${esc(id)}" data-i18n="einstellungen.save">${esc(t("einstellungen.save"))}</button>
+      </div>
+      ${nameIsAdmin ? nameFirmAdminHTML(c) : ""}
+    </div>`;
+}
+
+// Badge: "Angepasst" when the user has their own override, else "Firmenstandard"
+// when the firm default is the source of the shown name. Hidden otherwise.
+function nameBadgeHTML(c: NameArtifactCard): string {
+  const id = c.artifact_id;
+  if (c.is_override) {
+    return `<span class="names-badge" id="names-badge-${esc(id)}">${esc(t("einstellungen.names.override_badge"))}</span>`;
+  }
+  if (c.firm_is_set) {
+    return `<span class="names-badge names-badge--firm" id="names-badge-${esc(id)}">${esc(t("einstellungen.names.firm_badge"))}</span>`;
+  }
+  return `<span class="names-badge" id="names-badge-${esc(id)}" style="display:none"></span>`;
+}
+
+// Admin-only firm-default controls (mirrors the firm-dashboard-default promote
+// pattern). "Set as firm default" takes whatever is in the template field;
+// "Clear" reverts the firm tier to the system default for everyone.
+function nameFirmAdminHTML(c: NameArtifactCard): string {
+  const id = c.artifact_id;
+  const status = c.firm_is_set
+    ? `${esc(t("einstellungen.names.firm.status_set"))} <code>${esc(c.firm_template)}</code>`
+    : esc(t("einstellungen.names.firm.status_unset"));
+  return `
+    <div class="names-firm-admin" id="names-firm-${esc(id)}">
+      <h3 class="names-firm-heading" data-i18n="einstellungen.names.firm.heading">${esc(t("einstellungen.names.firm.heading"))}</h3>
+      <p class="form-hint names-firm-status" id="names-firm-status-${esc(id)}">${status}</p>
+      <p class="form-msg names-firm-msg" id="names-firm-msg-${esc(id)}"></p>
+      <div class="form-actions">
+        <button type="button" class="btn-danger" id="names-firm-clear-${esc(id)}" data-i18n="einstellungen.names.firm.clear"
+                style="${c.firm_is_set ? "" : "display:none"}">${esc(t("einstellungen.names.firm.clear"))}</button>
+        <button type="button" class="btn-secondary" id="names-firm-set-${esc(id)}" data-i18n="einstellungen.names.firm.set">${esc(t("einstellungen.names.firm.set"))}</button>
+      </div>
+    </div>`;
+}
+
+function wireNameCard(id: string): void {
+  const input = document.getElementById(`names-input-${id}`) as HTMLInputElement | null;
+  if (!input) return;
+  input.addEventListener("input", () => scheduleNamePreview(id));
+  document.querySelectorAll<HTMLButtonElement>(`.names-chip[data-art="${cssEscapeAttr(id)}"]`).forEach((chip) => {
+    chip.addEventListener("click", () => insertNameToken(id, chip.getAttribute("data-var") ?? ""));
+  });
+  document.getElementById(`names-reset-${id}`)?.addEventListener("click", () => resetNameComposition(id));
+  document.getElementById(`names-save-${id}`)?.addEventListener("click", () => saveNameComposition(id));
+  document.getElementById(`names-firm-set-${id}`)?.addEventListener("click", () => setFirmNameComposition(id));
+  document.getElementById(`names-firm-clear-${id}`)?.addEventListener("click", () => clearFirmNameComposition(id));
+}
+
+// Artifact ids are [a-z_] only, but keep the attribute-selector value safe.
+function cssEscapeAttr(s: string): string {
+  return s.replace(/["\\]/g, "\\$&");
+}
+
+function insertNameToken(id: string, varName: string): void {
+  const input = document.getElementById(`names-input-${id}`) as HTMLInputElement | null;
+  if (!input || !varName) return;
+  const token = `{${varName}}`;
+  const start = input.selectionStart ?? input.value.length;
+  const end = input.selectionEnd ?? input.value.length;
+  input.value = input.value.slice(0, start) + token + input.value.slice(end);
+  const caret = start + token.length;
+  input.focus();
+  input.setSelectionRange(caret, caret);
+  scheduleNamePreview(id);
+}
+
+function scheduleNamePreview(id: string): void {
+  clearSavedMsg(id);
+  const existing = namePreviewTimers.get(id);
+  if (existing) window.clearTimeout(existing);
+  namePreviewTimers.set(id, window.setTimeout(() => void runNamePreview(id), 250));
+}
+
+async function runNamePreview(id: string): Promise<void> {
+  const input = document.getElementById(`names-input-${id}`) as HTMLInputElement | null;
+  if (!input) return;
+  const template = input.value;
+  try {
+    const resp = await fetch("/api/me/name-compositions/preview", {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ artifact_id: id, template }),
+    });
+    if (!resp.ok) {
+      setNameError(id, t("einstellungen.names.error.invalid"));
+      return;
+    }
+    const data = await resp.json();
+    if (data.ok) {
+      setNamePreview(id, data.preview_full, data.preview_empty);
+      clearNameError(id);
+    } else {
+      setNameError(id, t("einstellungen.names.error.invalid"));
+    }
+  } catch {
+    setNameError(id, t("einstellungen.names.error.invalid"));
+  }
+}
+
+function setNamePreview(id: string, full: string, empty: string): void {
+  const f = document.getElementById(`names-full-${id}`);
+  const e = document.getElementById(`names-empty-${id}`);
+  if (f) f.textContent = full;
+  if (e) e.textContent = empty;
+}
+
+function setNameError(id: string, msg: string): void {
+  const err = document.getElementById(`names-error-${id}`);
+  if (err) {
+    err.textContent = msg;
+    err.style.display = "";
+  }
+  const save = document.getElementById(`names-save-${id}`) as HTMLButtonElement | null;
+  if (save) save.disabled = true;
+}
+
+function clearNameError(id: string): void {
+  const err = document.getElementById(`names-error-${id}`);
+  if (err) {
+    err.textContent = "";
+    err.style.display = "none";
+  }
+  const save = document.getElementById(`names-save-${id}`) as HTMLButtonElement | null;
+  if (save) save.disabled = false;
+}
+
+function clearSavedMsg(id: string): void {
+  const saved = document.getElementById(`names-saved-${id}`);
+  if (saved) saved.textContent = "";
+}
+
+function applyNameCard(updated: NameArtifactCard): void {
+  const idx = nameCards.findIndex((c) => c.artifact_id === updated.artifact_id);
+  if (idx >= 0) nameCards[idx] = updated;
+  const id = updated.artifact_id;
+  const input = document.getElementById(`names-input-${id}`) as HTMLInputElement | null;
+  if (input) input.value = updated.template;
+  setNamePreview(id, updated.preview_full, updated.preview_empty);
+  clearNameError(id);
+  updateNameBadge(updated);
+  updateFirmStatus(updated);
+}
+
+// updateNameBadge reflects the override → firm → none state on the chip.
+function updateNameBadge(c: NameArtifactCard): void {
+  const badge = document.getElementById(`names-badge-${c.artifact_id}`);
+  if (!badge) return;
+  if (c.is_override) {
+    badge.textContent = t("einstellungen.names.override_badge");
+    badge.classList.remove("names-badge--firm");
+    badge.style.display = "";
+  } else if (c.firm_is_set) {
+    badge.textContent = t("einstellungen.names.firm_badge");
+    badge.classList.add("names-badge--firm");
+    badge.style.display = "";
+  } else {
+    badge.style.display = "none";
+  }
+}
+
+// updateFirmStatus refreshes the admin firm-default status line + clear button.
+function updateFirmStatus(c: NameArtifactCard): void {
+  const status = document.getElementById(`names-firm-status-${c.artifact_id}`);
+  if (status) {
+    if (c.firm_is_set) {
+      status.innerHTML = `${esc(t("einstellungen.names.firm.status_set"))} <code>${esc(c.firm_template)}</code>`;
+    } else {
+      status.textContent = t("einstellungen.names.firm.status_unset");
+    }
+  }
+  const clearBtn = document.getElementById(`names-firm-clear-${c.artifact_id}`);
+  if (clearBtn) clearBtn.style.display = c.firm_is_set ? "" : "none";
+}
+
+async function setFirmNameComposition(id: string): Promise<void> {
+  const input = document.getElementById(`names-input-${id}`) as HTMLInputElement | null;
+  const msg = document.getElementById(`names-firm-msg-${id}`);
+  if (!input) return;
+  try {
+    const resp = await fetch(`/api/admin/name-compositions/${encodeURIComponent(id)}`, {
+      method: "PUT",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ template: input.value }),
+    });
+    if (!resp.ok) {
+      if (msg) {
+        msg.textContent = t("einstellungen.names.error.invalid");
+        msg.className = "form-msg form-msg-error names-firm-msg";
+      }
+      return;
+    }
+    const updated = (await resp.json()) as NameArtifactCard;
+    // The admin PUT response carries no user override; preserve the caller's
+    // own is_override/template view by merging only the firm fields.
+    mergeFirmFields(id, updated);
+    if (msg) {
+      msg.textContent = t("einstellungen.names.firm.saved");
+      msg.className = "form-msg form-msg-success names-firm-msg";
+    }
+  } catch {
+    if (msg) {
+      msg.textContent = t("einstellungen.names.error.invalid");
+      msg.className = "form-msg form-msg-error names-firm-msg";
+    }
+  }
+}
+
+async function clearFirmNameComposition(id: string): Promise<void> {
+  const msg = document.getElementById(`names-firm-msg-${id}`);
+  try {
+    const resp = await fetch(`/api/admin/name-compositions/${encodeURIComponent(id)}`, { method: "DELETE" });
+    if (!resp.ok) {
+      if (msg) {
+        msg.textContent = t("einstellungen.names.error.invalid");
+        msg.className = "form-msg form-msg-error names-firm-msg";
+      }
+      return;
+    }
+    const updated = (await resp.json()) as NameArtifactCard;
+    mergeFirmFields(id, updated);
+    if (msg) {
+      msg.textContent = t("einstellungen.names.firm.cleared");
+      msg.className = "form-msg form-msg-success names-firm-msg";
+    }
+  } catch {
+    if (msg) {
+      msg.textContent = t("einstellungen.names.error.invalid");
+      msg.className = "form-msg form-msg-error names-firm-msg";
+    }
+  }
+}
+
+// mergeFirmFields applies the firm-tier fields from an admin PUT/DELETE
+// response onto the stored card without disturbing the caller's own
+// user-override view, then refreshes the badge + firm status.
+function mergeFirmFields(id: string, fromAdmin: NameArtifactCard): void {
+  const idx = nameCards.findIndex((c) => c.artifact_id === id);
+  if (idx < 0) return;
+  nameCards[idx].firm_is_set = fromAdmin.firm_is_set;
+  nameCards[idx].firm_template = fromAdmin.firm_template;
+  updateNameBadge(nameCards[idx]);
+  updateFirmStatus(nameCards[idx]);
+}
+
+async function saveNameComposition(id: string): Promise<void> {
+  const input = document.getElementById(`names-input-${id}`) as HTMLInputElement | null;
+  if (!input) return;
+  try {
+    const resp = await fetch(`/api/me/name-compositions/${encodeURIComponent(id)}`, {
+      method: "PUT",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ template: input.value }),
+    });
+    if (!resp.ok) {
+      setNameError(id, t("einstellungen.names.error.invalid"));
+      return;
+    }
+    const updated = (await resp.json()) as NameArtifactCard;
+    applyNameCard(updated);
+    const saved = document.getElementById(`names-saved-${id}`);
+    if (saved) {
+      saved.textContent = t("einstellungen.names.saved");
+      saved.className = "form-msg form-msg-success names-saved";
+    }
+  } catch {
+    setNameError(id, t("einstellungen.names.error.invalid"));
+  }
+}
+
+async function resetNameComposition(id: string): Promise<void> {
+  try {
+    const resp = await fetch(`/api/me/name-compositions/${encodeURIComponent(id)}`, { method: "DELETE" });
+    if (!resp.ok) {
+      setNameError(id, t("einstellungen.names.error.invalid"));
+      return;
+    }
+    const updated = (await resp.json()) as NameArtifactCard;
+    applyNameCard(updated);
+    const saved = document.getElementById(`names-saved-${id}`);
+    if (saved) {
+      saved.textContent = t("einstellungen.names.reset_done");
+      saved.className = "form-msg form-msg-success names-saved";
+    }
+  } catch {
+    setNameError(id, t("einstellungen.names.error.invalid"));
+  }
+}
+
+// Re-localise palette chips + artifact headings on language change without
+// rebuilding the cards (which would discard in-progress edits).
+function relocaliseNameCards(): void {
+  for (const card of nameCards) {
+    const head = document.querySelector(`.names-artifact[data-art="${cssEscapeAttr(card.artifact_id)}"] h2`);
+    if (head) head.textContent = artifactLabel(card);
+    const badge = document.getElementById(`names-badge-${card.artifact_id}`);
+    if (badge && badge.style.display !== "none") badge.textContent = t("einstellungen.names.override_badge");
+    for (const v of card.palette) {
+      const chip = document.querySelector(
+        `.names-chip[data-art="${cssEscapeAttr(card.artifact_id)}"][data-var="${cssEscapeAttr(v.var)}"]`,
+      );
+      if (chip) chip.textContent = nameVarLabel(v);
+    }
+  }
+}
+
 // --- Init -------------------------------------------------------------------
 
 document.addEventListener("DOMContentLoaded", () => {
@@ -1152,6 +1562,7 @@ document.addEventListener("DOMContentLoaded", () => {
       renderCalDAVStatus();
       void loadCalDAVLog();
     }
+    if (loadedTabs.has("names")) relocaliseNameCards();
   });
 
   showTab(parseTab(), false);

frontend/src/client/submission-draft.ts

@@ -1,5 +1,7 @@
 import { initI18n, t } from "./i18n";
 import { initSidebar } from "./sidebar";
+import { escapeHtml, cssEscape } from "../lib/docforge-editor/dom";
+import { fetchVariableCatalogue, labelMap } from "../lib/docforge-editor/catalogue";
 
 // t-paliad-238 Slice A — client bundle for the dedicated
 // Submissions/Schriftsätze editor at
@@ -33,6 +35,9 @@ interface SubmissionDraftJSON {
   // path stays the fallback). composer_meta carries the seed-time
   // section order in later slices.
   base_id?: string | null;
+  // t-paliad-349 slice 7 — pinned uploaded docforge template version.
+  // Mutually exclusive with base_id in practice (export checks this first).
+  template_version_id?: string | null;
   composer_meta?: Record<string, unknown>;
   created_at: string;
   updated_at: string;
@@ -69,6 +74,17 @@ interface SubmissionBaseRow {
   section_count: number;
 }
 
+// t-paliad-349 slice 7 — an uploaded docforge template offered in the
+// picker for generation. version_id is what a draft pins.
+interface PickerTemplate {
+  id: string;
+  name_de: string;
+  name_en: string;
+  firm?: string | null;
+  version: number;
+  version_id?: string;
+}
+
 interface AvailablePartyJSON {
   id: string;
   name: string;
@@ -153,19 +169,16 @@ function isEN(): boolean {
   return document.documentElement.lang === "en";
 }
 
-function escapeHtml(s: string): string {
-  return s
-    .replace(/&/g, "&amp;")
-    .replace(/</g, "&lt;")
-    .replace(/>/g, "&gt;")
-    .replace(/"/g, "&quot;")
-    .replace(/'/g, "&#39;");
-}
+// escapeHtml + cssEscape now come from ../lib/docforge-editor/dom (the
+// shared editor utilities); the local copies were removed in slice 5.
 
 // ─────────────────────────────────────────────────────────────────────
 // Variable contract — DE/EN labels per dotted-path placeholder.
-// Mirrors the same shape the email-template variables sidebar uses;
-// keeps the lawyer's mental model anchored on the same vocabulary.
+// Labels come from the Go-side catalogue (GET /api/docforge/variables),
+// fetched once on boot into state.varLabels. The frontend keeps only the
+// presentation grouping (VARIABLE_GROUPS) — which keys to show and how to
+// section them — not the label data itself, so labels can't drift from the
+// resolvers that produce the values (t-paliad-349 slice 5).
 // ─────────────────────────────────────────────────────────────────────
 
 interface VariableLabel {
@@ -186,71 +199,6 @@ interface VariableGroup {
   collapsedByDefault?: boolean;
 }
 
-const VARIABLE_LABELS: Record<string, VariableLabel> = {
-  "firm.name":                       { de: "Kanzlei",                    en: "Firm" },
-  "firm.signature_block":            { de: "Signatur-Block",             en: "Signature block" },
-  "today":                           { de: "Heute",                       en: "Today" },
-  "today.iso":                       { de: "Heute (ISO)",                 en: "Today (ISO)" },
-  "today.long_de":                   { de: "Heute (DE lang)",             en: "Today (DE long)" },
-  "today.long_en":                   { de: "Heute (EN lang)",             en: "Today (EN long)" },
-  "user.display_name":               { de: "Bearbeiter",                  en: "Author" },
-  "user.email":                      { de: "E-Mail",                      en: "Email" },
-  "user.office":                     { de: "Büro",                   en: "Office" },
-  "project.title":                   { de: "Projekttitel",                en: "Project title" },
-  "project.reference":               { de: "Aktenzeichen (intern)",       en: "Internal reference" },
-  "project.case_number":             { de: "Aktenzeichen (Gericht)",      en: "Court case number" },
-  "project.court":                   { de: "Gericht",                     en: "Court" },
-  "project.patent_number":           { de: "Patentnummer",                en: "Patent number" },
-  "project.patent_number_upc":       { de: "Patentnummer (UPC-Format)",   en: "Patent number (UPC format)" },
-  "project.filing_date":             { de: "Anmeldedatum",                en: "Filing date" },
-  "project.grant_date":              { de: "Erteilungsdatum",             en: "Grant date" },
-  "project.our_side":                { de: "Unsere Seite",                en: "Our side" },
-  "project.our_side_de":             { de: "Unsere Seite (DE)",           en: "Our side (DE)" },
-  "project.our_side_en":             { de: "Unsere Seite (EN)",           en: "Our side (EN)" },
-  "project.instance_level":          { de: "Instanz",                     en: "Instance" },
-  "project.client_number":           { de: "Mandantennummer",             en: "Client number" },
-  "project.matter_number":           { de: "Matter-Nummer",               en: "Matter number" },
-  "project.proceeding.code":         { de: "Verfahrenstyp (Code)",        en: "Proceeding type (code)" },
-  "project.proceeding.name":         { de: "Verfahrenstyp",               en: "Proceeding type" },
-  "project.proceeding.name_de":      { de: "Verfahrenstyp (DE)",          en: "Proceeding type (DE)" },
-  "project.proceeding.name_en":      { de: "Verfahrenstyp (EN)",          en: "Proceeding type (EN)" },
-  "parties.claimant.name":           { de: "Klägerin",               en: "Claimant" },
-  "parties.claimant.representative": { de: "Klägerin-Vertreter",     en: "Claimant representative" },
-  "parties.defendant.name":          { de: "Beklagte",                    en: "Defendant" },
-  "parties.defendant.representative":{ de: "Beklagten-Vertreter",         en: "Defendant representative" },
-  "parties.other.name":              { de: "Weitere Partei",              en: "Other party" },
-  "parties.other.representative":    { de: "Weitere-Partei-Vertreter",    en: "Other party representative" },
-  // Procedural-event namespace (t-paliad-262 Slice A, design doc
-  // docs/design-procedural-events-model-2026-05-25.md). The canonical
-  // placeholder names are below; the `rule.*` aliases that follow are
-  // @deprecated but kept forever per m's Q7 lock — existing Word
-  // templates and saved drafts authored with the old names keep
-  // merging identically.
-  "procedural_event.code":               { de: "Code (Verfahrensschritt)",    en: "Code (procedural event)" },
-  "procedural_event.name":               { de: "Verfahrensschritt",           en: "Procedural event" },
-  "procedural_event.name_de":            { de: "Verfahrensschritt (DE)",      en: "Procedural event (DE)" },
-  "procedural_event.name_en":            { de: "Verfahrensschritt (EN)",      en: "Procedural event (EN)" },
-  "procedural_event.legal_source":       { de: "Rechtsgrundlage (Code)",      en: "Legal source (code)" },
-  "procedural_event.legal_source_pretty":{ de: "Rechtsgrundlage",             en: "Legal source" },
-  "procedural_event.primary_party":      { de: "Partei (typisch)",            en: "Primary party" },
-  "procedural_event.event_kind":         { de: "Art des Verfahrensschritts",  en: "Procedural-event kind" },
-  // Legacy aliases — @deprecated, kept forever (m/paliad#93 Q7).
-  "rule.submission_code":            { de: "Schriftsatz-Code (legacy)",      en: "Submission code (legacy)" },
-  "rule.name":                       { de: "Schriftsatz (legacy)",           en: "Submission (legacy)" },
-  "rule.name_de":                    { de: "Schriftsatz (DE, legacy)",       en: "Submission (DE, legacy)" },
-  "rule.name_en":                    { de: "Schriftsatz (EN, legacy)",       en: "Submission (EN, legacy)" },
-  "rule.legal_source":               { de: "Rechtsgrundlage (Code, legacy)", en: "Legal source (code, legacy)" },
-  "rule.legal_source_pretty":        { de: "Rechtsgrundlage (legacy)",       en: "Legal source (legacy)" },
-  "rule.primary_party":              { de: "Partei (typisch, legacy)",       en: "Primary party (legacy)" },
-  "rule.event_type":                 { de: "Schriftsatz-Typ (legacy)",       en: "Event type (legacy)" },
-  "deadline.due_date":               { de: "Frist (ISO)",                 en: "Deadline (ISO)" },
-  "deadline.due_date_long_de":       { de: "Frist (DE lang)",             en: "Deadline (DE long)" },
-  "deadline.due_date_long_en":       { de: "Frist (EN lang)",             en: "Deadline (EN long)" },
-  "deadline.original_due_date":      { de: "Ursprüngliche Frist",    en: "Original deadline" },
-  "deadline.computed_from":          { de: "Frist berechnet aus",         en: "Deadline computed from" },
-  "deadline.title":                  { de: "Frist-Titel",                 en: "Deadline title" },
-  "deadline.source":                 { de: "Frist-Quelle",                en: "Deadline source" },
-};
 
 // t-paliad-287 — variable groups restructured into four lawyer-facing
 // sections: Mandant/Verfahren up top (the case identity), then Parteien
@@ -341,7 +289,7 @@ const VARIABLE_GROUPS: VariableGroup[] = [
 ];
 
 function labelFor(key: string): string {
-  const entry = VARIABLE_LABELS[key];
+  const entry = state.varLabels[key];
   if (!entry) return key;
   return isEN() ? entry.en : entry.de;
 }
@@ -373,6 +321,15 @@ interface State {
   // completes) keeps the picker hidden permanently for this load.
   bases: SubmissionBaseRow[];
   basesLoaded: boolean;
+  // t-paliad-349 slice 7 — uploaded templates offered in the picker.
+  templates: PickerTemplate[];
+  templatesLoaded: boolean;
+  // t-paliad-349 slice 5 — variable labels fetched once on boot from the
+  // Go catalogue (GET /api/docforge/variables), the single source of
+  // truth. Empty until the fetch lands; labelFor falls back to the raw
+  // key, so a failed fetch degrades gracefully rather than breaking the
+  // form.
+  varLabels: Record<string, VariableLabel>;
 }
 
 type PartySide = "claimant" | "defendant" | "other";
@@ -401,6 +358,9 @@ const state: State = {
   addPartyBusy: false,
   bases: [],
   basesLoaded: false,
+  templates: [],
+  templatesLoaded: false,
+  varLabels: {},
 };
 
 // ─────────────────────────────────────────────────────────────────────
@@ -425,6 +385,21 @@ async function boot(): Promise<void> {
     console.warn("submission-draft: base catalog fetch failed", err);
     state.basesLoaded = true;
   });
+  // t-paliad-349 slice 7 — uploaded-template catalog for the picker.
+  loadTemplates().catch(err => {
+    console.warn("submission-draft: template catalog fetch failed", err);
+    state.templatesLoaded = true;
+  });
+
+  // t-paliad-349 slice 5 — load the variable-label catalogue (Go SSOT)
+  // before the first paint so the sidebar form labels render. Awaited
+  // because labelFor needs it at paint time; a failure leaves varLabels
+  // empty and labelFor falls back to the raw key (degraded but usable).
+  try {
+    state.varLabels = labelMap(await fetchVariableCatalogue());
+  } catch (err) {
+    console.warn("submission-draft: variable catalogue fetch failed", err);
+  }
 
   try {
     if (parsed.mode === "global") {
@@ -528,7 +503,7 @@ async function fetchGlobalView(draftID: string): Promise<SubmissionDraftView> {
   return resp.json();
 }
 
-async function patchDraft(payload: { name?: string; variables?: Record<string, string>; project_id?: string | null; selected_parties?: string[]; language?: string }): Promise<SubmissionDraftView> {
+async function patchDraft(payload: { name?: string; variables?: Record<string, string>; project_id?: string | null; selected_parties?: string[]; language?: string; filename_keyword?: string }): Promise<SubmissionDraftView> {
   const p = state.parsed;
   if (!p.draftID) throw new Error("no draft id");
   if (state.inFlight) {
@@ -583,6 +558,7 @@ function paint(): void {
   paintPartyPicker();
   paintLanguageRow();
   paintLanguageFallback();
+  paintKeywordRow();
   paintVariables();
   paintSectionList();
   paintPreview();
@@ -1059,6 +1035,53 @@ function paintLanguageFallback(): void {
   el.style.display = fallback ? "" : "none";
 }
 
+// autoKeyword returns the lang-aware rule name that leads the exported
+// filename when the user sets no override — shown as the keyword input's
+// placeholder so the lawyer sees the default without it being forced.
+// t-paliad-354.
+function autoKeyword(): string {
+  const view = state.view;
+  if (!view?.rule) return "";
+  const en = (view.draft.language || view.lang || "de").toLowerCase() === "en";
+  const name = en && view.rule.name_en ? view.rule.name_en : view.rule.name;
+  return (name || "").trim();
+}
+
+// paintKeywordRow syncs the "Stichwort (Dateiname)" input with the
+// draft's stored override (composer_meta.filename_keyword) and shows the
+// auto-derived rule name as the placeholder. Editing PATCHes the draft on
+// blur (change), persisting under composer_meta.filename_keyword.
+// t-paliad-354.
+function paintKeywordRow(): void {
+  const input = document.getElementById("submission-draft-keyword") as HTMLInputElement | null;
+  if (!input || !state.view) return;
+  const stored = state.view.draft.composer_meta?.["filename_keyword"];
+  input.value = typeof stored === "string" ? stored : "";
+  const auto = autoKeyword();
+  if (auto) input.placeholder = auto;
+  input.onchange = () => { void onKeywordChange(input.value.trim()); };
+}
+
+async function onKeywordChange(keyword: string): Promise<void> {
+  if (!state.view) return;
+  const stored = state.view.draft.composer_meta?.["filename_keyword"];
+  const current = typeof stored === "string" ? stored.trim() : "";
+  if (keyword === current) return;
+  setSaveStatus(isEN() ? "Saving…" : "Speichert…");
+  try {
+    const view = await patchDraft({ filename_keyword: keyword });
+    state.view = view;
+    paintKeywordRow();
+    setSaveStatus(isEN() ? "Saved" : "Gespeichert");
+  } catch (err) {
+    if ((err as Error).name === "AbortError") return;
+    console.error("submission-draft keyword save:", err);
+    setSaveStatus(isEN() ? "Save failed" : "Speichern fehlgeschlagen", true);
+    // Revert to the persisted value so the field doesn't lie.
+    paintKeywordRow();
+  }
+}
+
 async function onLanguageChange(lang: "de" | "en"): Promise<void> {
   if (!state.view) return;
   if ((state.view.draft.language || "de").toLowerCase() === lang) return;
@@ -1217,29 +1240,46 @@ async function loadBases(): Promise<void> {
   if (state.view) paintBasePicker();
 }
 
+// loadTemplates fetches the firm-shared uploaded-template catalog
+// (t-paliad-349 slice 7). Failure leaves the list empty — the picker
+// simply offers no uploaded templates, the editor stays usable.
+async function loadTemplates(): Promise<void> {
+  const res = await fetch("/api/templates", { credentials: "include" });
+  if (!res.ok) {
+    throw new Error("template list HTTP " + res.status);
+  }
+  const body = await res.json() as { templates?: PickerTemplate[] };
+  state.templates = (body.templates ?? []).filter(t => !!t.version_id);
+  state.templatesLoaded = true;
+  if (state.view) paintBasePicker();
+}
+
 function paintBasePicker(): void {
   const row = document.getElementById("submission-draft-base-row") as HTMLDivElement | null;
   const sel = document.getElementById("submission-draft-base") as HTMLSelectElement | null;
   if (!row || !sel || !state.view) return;
 
-  // Hide the picker until the catalog has loaded AND the catalog has
-  // at least one entry. A failed fetch (basesLoaded=true, bases empty)
-  // keeps the picker hidden indefinitely so the editor stays usable.
-  if (!state.basesLoaded || state.bases.length === 0) {
+  // Hide the picker only when BOTH catalogs are loaded-but-empty. As long
+  // as bases OR uploaded templates exist, the picker is useful. A failed
+  // fetch leaves the respective list empty; the editor stays usable.
+  const hasBases = state.basesLoaded && state.bases.length > 0;
+  const hasTemplates = state.templatesLoaded && state.templates.length > 0;
+  if (!hasBases && !hasTemplates) {
     row.style.display = "none";
     return;
   }
   row.style.display = "";
 
-  // Rebuild the <option> list each paint so language toggles + base
-  // catalog updates flow through.
+  // Rebuild the <option> list each paint so language toggles + catalog
+  // updates flow through.
   sel.innerHTML = "";
   const currentBaseID = state.view.draft.base_id ?? "";
+  const currentTplVersion = state.view.draft.template_version_id ?? "";
 
   // "Keine Vorlagenbasis" only listed when the draft is currently in
-  // that state (pre-Composer / cleared). Avoids tempting the lawyer
-  // to clear after they've already picked one.
-  if (!currentBaseID) {
+  // that state (no base, no template). Avoids tempting the lawyer to
+  // clear after they've already picked one.
+  if (!currentBaseID && !currentTplVersion) {
     const opt = document.createElement("option");
     opt.value = "";
     opt.textContent = isEN() ? "— no base —" : "— keine Vorlagenbasis —";
@@ -1252,6 +1292,21 @@ function paintBasePicker(): void {
     if (b.id === currentBaseID) opt.selected = true;
     sel.appendChild(opt);
   }
+  // t-paliad-349 slice 7 — uploaded templates as a separate optgroup.
+  // The value is "tpl:<version_id>" so onBaseChange can route it to the
+  // template_version_id PATCH instead of base_id.
+  if (hasTemplates) {
+    const group = document.createElement("optgroup");
+    group.label = isEN() ? "Uploaded templates" : "Hochgeladene Vorlagen";
+    for (const tmpl of state.templates) {
+      const opt = document.createElement("option");
+      opt.value = "tpl:" + tmpl.version_id;
+      opt.textContent = isEN() ? tmpl.name_en : tmpl.name_de;
+      if (tmpl.version_id === currentTplVersion) opt.selected = true;
+      group.appendChild(opt);
+    }
+    sel.appendChild(group);
+  }
 
   // Wire change handler once per paint. Removing then re-adding
   // keeps the binding consistent across repaints (e.g. after
@@ -1259,12 +1314,17 @@ function paintBasePicker(): void {
   sel.onchange = () => { onBaseChange(sel.value); };
 }
 
-async function onBaseChange(newBaseID: string): Promise<void> {
+async function onBaseChange(newValue: string): Promise<void> {
   if (!state.view) return;
-  const payload: Record<string, unknown> = {
-    // Empty string in the picker maps to null = clear.
-    base_id: newBaseID === "" ? null : newBaseID,
-  };
+  // The picker mixes legacy bases (plain uuid) and uploaded templates
+  // ("tpl:<version_id>"). Route to the matching field and clear the other
+  // so the two render paths stay mutually exclusive. Empty = clear both.
+  let payload: Record<string, unknown>;
+  if (newValue.startsWith("tpl:")) {
+    payload = { template_version_id: newValue.slice(4), base_id: null };
+  } else {
+    payload = { base_id: newValue === "" ? null : newValue, template_version_id: null };
+  }
   try {
     const res = await fetch(
       `/api/submission-drafts/${state.view.draft.id}`,
@@ -1985,11 +2045,11 @@ function paintPickerList(host: HTMLElement, blocks: BuildingBlockPickJSON[], sec
     const preview = ((lang === "en" ? b.content_md_en : b.content_md_de) || "").slice(0, 200);
     row.innerHTML = `
       <div class="submission-bb-picker-row-head">
-        <strong>${escapeHTML(title)}</strong>
-        <span class="submission-bb-picker-vis submission-bb-picker-vis--${escapeHTML(b.visibility)}">${escapeHTML(b.visibility)}</span>
+        <strong>${escapeHtml(title)}</strong>
+        <span class="submission-bb-picker-vis submission-bb-picker-vis--${escapeHtml(b.visibility)}">${escapeHtml(b.visibility)}</span>
       </div>
-      ${desc ? `<div class="submission-bb-picker-row-desc">${escapeHTML(desc)}</div>` : ""}
-      <pre class="submission-bb-picker-row-preview">${escapeHTML(preview)}${preview.length === 200 ? "…" : ""}</pre>`;
+      ${desc ? `<div class="submission-bb-picker-row-desc">${escapeHtml(desc)}</div>` : ""}
+      <pre class="submission-bb-picker-row-preview">${escapeHtml(preview)}${preview.length === 200 ? "…" : ""}</pre>`;
     row.addEventListener("click", () => {
       void insertBlockIntoSection(b.id, sec.id, overlay);
     });
@@ -2019,15 +2079,6 @@ async function insertBlockIntoSection(blockID: string, sectionID: string, overla
   }
 }
 
-function escapeHTML(s: string): string {
-  return s
-    .replace(/&/g, "&amp;")
-    .replace(/</g, "&lt;")
-    .replace(/>/g, "&gt;")
-    .replace(/"/g, "&quot;")
-    .replace(/'/g, "&#39;");
-}
-
 async function patchSection(sectionID: string, payload: Record<string, unknown>): Promise<void> {
   try {
     const draftID = state.view?.draft.id;
@@ -2104,17 +2155,6 @@ function findVarInput(key: string): HTMLInputElement | null {
   );
 }
 
-function cssEscape(s: string): string {
-  // CSS.escape covers our placeholder keys ([A-Za-z][A-Za-z0-9_.]*) but
-  // older browsers may lack it; defensive fallback escapes characters
-  // CSS treats as special. Placeholder keys never carry whitespace or
-  // quotes so escaping is straightforward.
-  if (typeof CSS !== "undefined" && typeof CSS.escape === "function") {
-    return CSS.escape(s);
-  }
-  return s.replace(/([!"#$%&'()*+,./:;<=>?@[\\\]^`{|}~])/g, "\\$1");
-}
-
 function onDraftVarClick(key: string, ev: Event): void {
   const input = findVarInput(key);
   if (!input) return;

frontend/src/client/templates-authoring.ts

@@ -0,0 +1,314 @@
+import { initI18n } from "./i18n";
+import { initSidebar } from "./sidebar";
+import { escapeHtml } from "../lib/docforge-editor/dom";
+import { fetchVariableCatalogue, type VariableEntry } from "../lib/docforge-editor/catalogue";
+
+// t-paliad-349 docforge slice 6 — client for the template authoring page.
+//
+// Flow: list templates → upload a .docx (or open one) → the carrier renders
+// as run spans (<span class="docforge-run" data-run="N">) → the admin
+// selects text within one run, then clicks a variable in the palette → the
+// server injects {{slot}} at the selection and returns the updated view.
+//
+// The select-then-pick gesture keys on the run index (data-run) + the
+// selected text, matching the server's text-based InjectSlot so umlauts
+// can't desync the selection from the slice. Selections that span more than
+// one run are rejected with a hint (v1 scope: single-run text slots).
+
+interface TemplateMeta {
+  id: string;
+  slug?: string;
+  name_de: string;
+  name_en: string;
+  kind: string;
+  source_format: string;
+  firm?: string;
+  is_active: boolean;
+  version: number;
+}
+
+interface TemplateSlot {
+  key: string;
+  anchor: string;
+  label?: string;
+  order_index: number;
+}
+
+interface AuthoringView {
+  template: TemplateMeta;
+  preview_html: string;
+  slots: TemplateSlot[];
+}
+
+interface Selection1Run {
+  runIndex: number;
+  text: string;
+}
+
+interface State {
+  catalogue: VariableEntry[];
+  openID: string | null;
+  activeSlotKey: string | null;
+  selection: Selection1Run | null;
+}
+
+const state: State = {
+  catalogue: [],
+  openID: null,
+  activeSlotKey: null,
+  selection: null,
+};
+
+function isEN(): boolean {
+  return (document.documentElement.lang || "de").toLowerCase().startsWith("en");
+}
+
+function labelOf(e: VariableEntry): string {
+  return isEN() ? e.label_en : e.label_de;
+}
+
+async function boot(): Promise<void> {
+  initI18n();
+  initSidebar();
+
+  try {
+    state.catalogue = await fetchVariableCatalogue();
+  } catch (err) {
+    console.warn("templates-authoring: catalogue fetch failed", err);
+  }
+
+  wireUploadForm();
+  await loadList();
+}
+
+async function loadList(): Promise<void> {
+  const host = document.getElementById("docforge-template-list");
+  if (!host) return;
+  let metas: TemplateMeta[] = [];
+  try {
+    const res = await fetch("/api/admin/templates", { headers: { Accept: "application/json" } });
+    if (res.ok) {
+      const body = (await res.json()) as { templates: TemplateMeta[] };
+      metas = body.templates ?? [];
+    }
+  } catch (err) {
+    console.warn("templates-authoring: list fetch failed", err);
+  }
+  if (metas.length === 0) {
+    host.innerHTML = `<li class="docforge-template-empty">${escapeHtml(isEN() ? "No templates yet." : "Noch keine Vorlagen.")}</li>`;
+    return;
+  }
+  host.innerHTML = metas
+    .map((m) => {
+      const name = isEN() ? m.name_en : m.name_de;
+      const firm = m.firm ? ` · ${escapeHtml(m.firm)}` : "";
+      return `<li class="docforge-template-row" data-template-id="${escapeHtml(m.id)}">
+        <span class="docforge-template-name">${escapeHtml(name)}</span>
+        <span class="docforge-template-meta">v${m.version}${firm}</span>
+      </li>`;
+    })
+    .join("");
+  host.querySelectorAll<HTMLLIElement>(".docforge-template-row").forEach((li) => {
+    li.addEventListener("click", () => {
+      const id = li.dataset.templateId;
+      if (id) void openTemplate(id);
+    });
+  });
+}
+
+function wireUploadForm(): void {
+  const form = document.getElementById("docforge-upload-form") as HTMLFormElement | null;
+  if (!form) return;
+  form.addEventListener("submit", async (ev) => {
+    ev.preventDefault();
+    const status = document.getElementById("docforge-upload-status");
+    const data = new FormData(form);
+    setText(status, isEN() ? "Uploading…" : "Lädt hoch…");
+    try {
+      const res = await fetch("/api/admin/templates", { method: "POST", body: data });
+      if (!res.ok) {
+        const body = await res.json().catch(() => ({ error: `HTTP ${res.status}` }));
+        setText(status, (isEN() ? "Error: " : "Fehler: ") + (body.error ?? res.status));
+        return;
+      }
+      const view = (await res.json()) as AuthoringView;
+      setText(status, "");
+      form.reset();
+      await loadList();
+      openView(view);
+    } catch (err) {
+      setText(status, (isEN() ? "Error: " : "Fehler: ") + String(err));
+    }
+  });
+}
+
+async function openTemplate(id: string): Promise<void> {
+  try {
+    const res = await fetch(`/api/admin/templates/${encodeURIComponent(id)}`, {
+      headers: { Accept: "application/json" },
+    });
+    if (!res.ok) return;
+    openView((await res.json()) as AuthoringView);
+  } catch (err) {
+    console.warn("templates-authoring: open failed", err);
+  }
+}
+
+function openView(view: AuthoringView): void {
+  state.openID = view.template.id;
+  state.activeSlotKey = null;
+  state.selection = null;
+
+  const workspace = document.getElementById("docforge-workspace");
+  if (workspace) workspace.hidden = false;
+
+  const title = document.getElementById("docforge-workspace-title");
+  if (title) {
+    const name = isEN() ? view.template.name_en : view.template.name_de;
+    title.textContent = `${name} · v${view.template.version}`;
+  }
+
+  renderPreview(view.preview_html);
+  renderSlots(view.slots);
+  renderPalette();
+  setWorkspaceStatus("");
+}
+
+function renderPreview(html: string): void {
+  const host = document.getElementById("docforge-preview");
+  if (!host) return;
+  host.innerHTML = html;
+  host.addEventListener("mouseup", onPreviewSelect);
+}
+
+// onPreviewSelect captures a selection that lies entirely within one run
+// span; otherwise it clears the pending selection and hints.
+function onPreviewSelect(): void {
+  const sel = window.getSelection();
+  if (!sel || sel.isCollapsed || sel.rangeCount === 0) {
+    state.selection = null;
+    return;
+  }
+  const text = sel.toString();
+  if (text === "") {
+    state.selection = null;
+    return;
+  }
+  const anchorRun = closestRun(sel.anchorNode);
+  const focusRun = closestRun(sel.focusNode);
+  if (!anchorRun || anchorRun !== focusRun) {
+    state.selection = null;
+    setWorkspaceStatus(isEN()
+      ? "Select within a single text span."
+      : "Bitte innerhalb einer Textstelle markieren.");
+    return;
+  }
+  const runIndex = Number(anchorRun.dataset.run);
+  if (Number.isNaN(runIndex)) {
+    state.selection = null;
+    return;
+  }
+  state.selection = { runIndex, text };
+  setWorkspaceStatus(state.activeSlotKey
+    ? (isEN() ? `Click to bind “${text}” → ${state.activeSlotKey}` : `Variable wählen, um „${text}“ zu setzen`)
+    : (isEN() ? `Selected “${text}” — now pick a variable.` : `„${text}" markiert — jetzt Variable wählen.`));
+}
+
+function closestRun(node: Node | null): HTMLElement | null {
+  let el: Node | null = node;
+  while (el && el !== document.body) {
+    if (el instanceof HTMLElement && el.classList.contains("docforge-run")) return el;
+    el = el.parentNode;
+  }
+  return null;
+}
+
+// renderPalette groups catalogue entries by their namespace group and wires
+// each as a click-to-place control.
+function renderPalette(): void {
+  const host = document.getElementById("docforge-palette");
+  if (!host) return;
+  if (state.catalogue.length === 0) {
+    host.innerHTML = `<p class="docforge-palette-empty">${escapeHtml(isEN() ? "No variables." : "Keine Variablen.")}</p>`;
+    return;
+  }
+  const groups = new Map<string, VariableEntry[]>();
+  for (const e of state.catalogue) {
+    const arr = groups.get(e.group) ?? [];
+    arr.push(e);
+    groups.set(e.group, arr);
+  }
+  let html = `<h3>${escapeHtml(isEN() ? "Variables" : "Variablen")}</h3>`;
+  for (const [group, entries] of groups) {
+    html += `<div class="docforge-palette-group"><h4>${escapeHtml(group)}</h4>`;
+    for (const e of entries) {
+      html += `<button type="button" class="docforge-palette-var" data-slot-key="${escapeHtml(e.key)}" title="{{${escapeHtml(e.key)}}}">${escapeHtml(labelOf(e))}</button>`;
+    }
+    html += `</div>`;
+  }
+  host.innerHTML = html;
+  host.querySelectorAll<HTMLButtonElement>(".docforge-palette-var").forEach((btn) => {
+    btn.addEventListener("click", () => onPaletteClick(btn.dataset.slotKey ?? "", btn));
+  });
+}
+
+function onPaletteClick(slotKey: string, btn: HTMLButtonElement): void {
+  state.activeSlotKey = slotKey;
+  const host = document.getElementById("docforge-palette");
+  host?.querySelectorAll(".docforge-palette-var--active").forEach((el) => el.classList.remove("docforge-palette-var--active"));
+  btn.classList.add("docforge-palette-var--active");
+
+  if (state.selection) {
+    void placeSlot(state.selection.runIndex, state.selection.text, slotKey);
+  } else {
+    setWorkspaceStatus(isEN()
+      ? `${slotKey} selected — now highlight the text to replace.`
+      : `${slotKey} gewählt — jetzt den zu ersetzenden Text markieren.`);
+  }
+}
+
+async function placeSlot(runIndex: number, selectedText: string, slotKey: string): Promise<void> {
+  if (!state.openID) return;
+  setWorkspaceStatus(isEN() ? "Placing…" : "Setze…");
+  try {
+    const res = await fetch(`/api/admin/templates/${encodeURIComponent(state.openID)}/slots`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ run_index: runIndex, selected_text: selectedText, slot_key: slotKey }),
+    });
+    if (!res.ok) {
+      const body = await res.json().catch(() => ({ error: `HTTP ${res.status}` }));
+      setWorkspaceStatus((isEN() ? "Error: " : "Fehler: ") + (body.error ?? res.status));
+      return;
+    }
+    openView((await res.json()) as AuthoringView);
+  } catch (err) {
+    setWorkspaceStatus((isEN() ? "Error: " : "Fehler: ") + String(err));
+  }
+}
+
+function renderSlots(slots: TemplateSlot[]): void {
+  const host = document.getElementById("docforge-slot-list");
+  if (!host) return;
+  if (slots.length === 0) {
+    host.innerHTML = `<li class="docforge-slot-empty">${escapeHtml(isEN() ? "No slots yet." : "Noch keine Platzhalter.")}</li>`;
+    return;
+  }
+  host.innerHTML = slots
+    .map((s) => `<li class="docforge-slot-row" data-slot="${escapeHtml(s.key)}"><code>{{${escapeHtml(s.key)}}}</code></li>`)
+    .join("");
+}
+
+function setWorkspaceStatus(msg: string): void {
+  setText(document.getElementById("docforge-workspace-status"), msg);
+}
+
+function setText(el: Element | null, msg: string): void {
+  if (el) el.textContent = msg;
+}
+
+if (document.readyState === "loading") {
+  document.addEventListener("DOMContentLoaded", () => void boot());
+} else {
+  void boot();
+}

frontend/src/client/views/event-card-choices.ts

@@ -1,320 +0,0 @@
-// Per-event-card choice popover + chip indicator (t-paliad-265 /
-// m/paliad#96).
-//
-// The shared rendering core (verfahrensablauf-core.ts) emits a caret
-// button on cards that carry a non-empty `choices_offered` declaration
-// and an inert chip span next to the title. This module:
-//
-//   1. Wires a delegated click handler on the result container so the
-//      caret opens a popover with the offered choice-kinds.
-//   2. Commits the user's pick — either by POSTing to the project-
-//      bound endpoint or by mutating the in-memory state for the
-//      unbound (no-project) case.
-//   3. Rehydrates the chip on every render + after every commit so the
-//      glanceable indicator matches the active state.
-//
-// Two consumer pages — /tools/verfahrensablauf (unbound) and
-// /tools/fristenrechner (project-bound) — both wire this module
-// once at boot via attachEventCardChoices().
-
-import { escAttr, escHtml } from "./verfahrensablauf-core";
-import { t } from "../i18n";
-
-export type ChoiceKind = "appellant" | "include_ccr" | "skip";
-
-export interface EventChoice {
-  submission_code: string;
-  choice_kind: ChoiceKind;
-  choice_value: string;
-}
-
-// State surface — the page passes in callbacks that own persistence.
-// commit / remove must trigger a recalc on the page side (the popover
-// only owns its own visual state).
-export interface EventCardChoicesOpts {
-  container: HTMLElement;
-  // Initial state: a list of choices. The page seeds this from the
-  // server response (project-bound) or from URL params (unbound).
-  initial: EventChoice[];
-  // commit gets called for an UPSERT. The page POSTs to the API (or
-  // mutates URL state) AND triggers a recalc.
-  commit: (choice: EventChoice) => Promise<void> | void;
-  // remove gets called when the user resets a choice.
-  remove: (submissionCode: string, kind: ChoiceKind) => Promise<void> | void;
-}
-
-// One mutable bag per attach() call. The current implementation is a
-// single-page singleton — paginated views (admin tables) are not in
-// scope. Last-write-wins on the in-memory state.
-interface AttachedState {
-  opts: EventCardChoicesOpts;
-  // active: submission_code → kind → value. Rebuilt from `initial`
-  // on every reseed() call.
-  active: Map<string, Map<ChoiceKind, string>>;
-  popover: HTMLDivElement | null;
-}
-
-const states = new WeakMap<HTMLElement, AttachedState>();
-
-// attachEventCardChoices wires the delegated click + popover lifecycle
-// to the given container. Call once per page after mount; safe to call
-// again with a fresh container.
-export function attachEventCardChoices(opts: EventCardChoicesOpts): void {
-  const state: AttachedState = {
-    opts,
-    active: new Map(),
-    popover: null,
-  };
-  for (const c of opts.initial) {
-    if (!state.active.has(c.submission_code)) {
-      state.active.set(c.submission_code, new Map());
-    }
-    state.active.get(c.submission_code)!.set(c.choice_kind, c.choice_value);
-  }
-  states.set(opts.container, state);
-
-  opts.container.addEventListener("click", (e) => {
-    const targetEl = e.target as HTMLElement | null;
-    const caret = targetEl?.closest<HTMLElement>(".event-card-choices-caret");
-    if (caret) {
-      e.stopPropagation();
-      openPopover(state, caret);
-      return;
-    }
-    // Outside-click closes the popover.
-    if (state.popover && !state.popover.contains(e.target as Node)) {
-      closePopover(state);
-    }
-  });
-
-  // ESC also closes.
-  document.addEventListener("keydown", (e) => {
-    if (e.key === "Escape" && state.popover) {
-      closePopover(state);
-    }
-  });
-
-  // Repaint chips on every renderResults() call. The page is
-  // responsible for calling reseedChips() after re-render so the chip
-  // dom node (re-created by the renderer) picks the active state up.
-  reseedChips(opts.container);
-}
-
-// reseedChips walks every chip span in the container and re-renders
-// its content from the active state map. Idempotent.
-export function reseedChips(container: HTMLElement): void {
-  const state = states.get(container);
-  if (!state) return;
-  container.querySelectorAll<HTMLElement>(".event-card-choices-chip").forEach((chip) => {
-    const code = chip.dataset.submissionCode || "";
-    const kinds = state.active.get(code);
-    if (!kinds || kinds.size === 0) {
-      chip.innerHTML = "";
-      chip.dataset.empty = "true";
-      return;
-    }
-    chip.dataset.empty = "false";
-    chip.innerHTML = renderChip(kinds);
-  });
-  // Skipped rows fade out via a class on the card-item ancestor.
-  container.querySelectorAll<HTMLElement>(".event-card-choices-chip").forEach((chip) => {
-    const code = chip.dataset.submissionCode || "";
-    const skipped = state.active.get(code)?.get("skip") === "true";
-    const itemEl = chip.closest<HTMLElement>(".timeline-item, .fr-col-item");
-    if (itemEl) itemEl.classList.toggle("timeline-item--skipped", skipped);
-  });
-}
-
-function renderChip(kinds: Map<ChoiceKind, string>): string {
-  const parts: string[] = [];
-  if (kinds.get("skip") === "true") {
-    parts.push(`<span class="event-card-choices-chip-part event-card-choices-chip-part--skipped">${escHtml(t("choices.skipped.chip"))}</span>`);
-  }
-  const ap = kinds.get("appellant");
-  if (ap && ap !== "" ) {
-    let label = "";
-    switch (ap) {
-      case "claimant":  label = t("choices.appellant.claimant"); break;
-      case "defendant": label = t("choices.appellant.defendant"); break;
-      case "both":      label = t("choices.appellant.both"); break;
-      case "none":      label = t("choices.appellant.none"); break;
-    }
-    if (label) {
-      parts.push(`<span class="event-card-choices-chip-part">${escHtml(t("choices.appellant.chip"))} ${escHtml(label)}</span>`);
-    }
-  }
-  if (kinds.get("include_ccr") === "true") {
-    parts.push(`<span class="event-card-choices-chip-part">${escHtml(t("choices.include_ccr.chip"))}</span>`);
-  }
-  return parts.join(" ");
-}
-
-function openPopover(state: AttachedState, caret: HTMLElement): void {
-  closePopover(state);
-  const code = caret.dataset.submissionCode || "";
-  if (!code) return;
-  let offered: Record<string, unknown> = {};
-  try {
-    offered = JSON.parse(caret.dataset.choicesOffered || "{}");
-  } catch {
-    return;
-  }
-  const isHidden = caret.dataset.isHidden === "1";
-
-  const pop = document.createElement("div");
-  pop.className = "event-card-choices-popover";
-  pop.setAttribute("role", "dialog");
-  pop.setAttribute("aria-label", t("choices.caret.title"));
-
-  const blocks: string[] = [];
-  // t-paliad-293: hidden-card prominence. When the user opens the
-  // popover on a re-surfaced hidden card, "Wieder einblenden" is the
-  // most likely intent — surface it as a single high-contrast action
-  // at the top of the popover (rather than burying it under the skip
-  // toggle's reset link). Clicking it clears the `skip` choice, which
-  // is the same wire effect as the legacy inline chip from t-paliad-290.
-  if (isHidden) {
-    blocks.push(renderUnhideBlock());
-  }
-  if (Array.isArray(offered.appellant)) {
-    blocks.push(renderAppellantBlock(state, code, offered.appellant as unknown[]));
-  }
-  if (Array.isArray(offered.include_ccr)) {
-    blocks.push(renderToggleBlock(state, code, "include_ccr"));
-  }
-  if (Array.isArray(offered.skip)) {
-    blocks.push(renderToggleBlock(state, code, "skip"));
-  }
-  pop.innerHTML = blocks.join("");
-
-  document.body.appendChild(pop);
-  state.popover = pop;
-  positionPopover(pop, caret);
-
-  pop.addEventListener("click", async (e) => {
-    const btn = (e.target as HTMLElement | null)?.closest<HTMLButtonElement>("button[data-choice-action]");
-    if (!btn) return;
-    e.stopPropagation();
-    const kind = btn.dataset.choiceKind as ChoiceKind | undefined;
-    const value = btn.dataset.choiceValue || "";
-    const action = btn.dataset.choiceAction;
-    if (!kind) return;
-    try {
-      if (action === "set") {
-        await state.opts.commit({ submission_code: code, choice_kind: kind, choice_value: value });
-        if (!state.active.has(code)) state.active.set(code, new Map());
-        state.active.get(code)!.set(kind, value);
-      } else if (action === "clear") {
-        await state.opts.remove(code, kind);
-        state.active.get(code)?.delete(kind);
-      }
-      reseedChips(state.opts.container);
-      closePopover(state);
-    } catch (err) {
-      console.error("event card choice commit failed", err);
-      // Surface a soft inline error inside the popover; do NOT close.
-      const errEl = document.createElement("div");
-      errEl.className = "event-card-choices-error";
-      errEl.textContent = t("choices.commit.error");
-      pop.appendChild(errEl);
-    }
-  });
-}
-
-function renderAppellantBlock(state: AttachedState, code: string, values: unknown[]): string {
-  const current = state.active.get(code)?.get("appellant") || "";
-  const buttons = values
-    .filter((v): v is string => typeof v === "string")
-    .map((v) => {
-      const labelKey = `choices.appellant.${v}` as const;
-      const isActive = v === current;
-      return `<button type="button"
-        data-choice-action="set"
-        data-choice-kind="appellant"
-        data-choice-value="${escAttr(v)}"
-        class="event-card-choices-option${isActive ? " event-card-choices-option--active" : ""}">${escHtml(t(labelKey as any))}</button>`;
-    })
-    .join("");
-  const reset = current
-    ? `<button type="button" data-choice-action="clear" data-choice-kind="appellant"
-        class="event-card-choices-reset">${escHtml(t("choices.reset"))}</button>`
-    : "";
-  return `<div class="event-card-choices-block">
-    <div class="event-card-choices-title">${escHtml(t("choices.appellant.title"))}</div>
-    <div class="event-card-choices-options">${buttons}</div>
-    ${reset}
-  </div>`;
-}
-
-function renderToggleBlock(state: AttachedState, code: string, kind: "include_ccr" | "skip"): string {
-  const current = state.active.get(code)?.get(kind) || "false";
-  const titleKey = kind === "include_ccr" ? "choices.include_ccr.title" : "choices.skip.title";
-  const trueKey = kind === "include_ccr" ? "choices.include_ccr.true" : "choices.skip.true";
-  const falseKey = kind === "include_ccr" ? "choices.include_ccr.false" : "choices.skip.false";
-  const opt = (v: "true" | "false", labelKey: string) => `<button type="button"
-    data-choice-action="set"
-    data-choice-kind="${kind}"
-    data-choice-value="${v}"
-    class="event-card-choices-option${v === current ? " event-card-choices-option--active" : ""}">${escHtml(t(labelKey as any))}</button>`;
-  const reset = state.active.get(code)?.has(kind)
-    ? `<button type="button" data-choice-action="clear" data-choice-kind="${kind}"
-        class="event-card-choices-reset">${escHtml(t("choices.reset"))}</button>`
-    : "";
-  return `<div class="event-card-choices-block">
-    <div class="event-card-choices-title">${escHtml(t(titleKey as any))}</div>
-    <div class="event-card-choices-options">
-      ${opt("true", trueKey)}
-      ${opt("false", falseKey)}
-    </div>
-    ${reset}
-  </div>`;
-}
-
-// renderUnhideBlock is the popover's prominent "Wieder einblenden"
-// action — surfaced only when the caret is opened on a re-surfaced
-// hidden card (data-is-hidden="1" on the caret). Clicking it dispatches
-// the same `clear` action as the skip-block reset link below, but
-// labelled in the user's terms ("restore this card" rather than
-// "reset skip choice"). Drops out of the popover automatically on
-// non-hidden cards so the popover stays minimal. (t-paliad-293)
-function renderUnhideBlock(): string {
-  const label = t("choices.unhide.chip");
-  return `<div class="event-card-choices-block event-card-choices-block--unhide">
-    <button type="button"
-      data-choice-action="clear"
-      data-choice-kind="skip"
-      class="event-card-choices-unhide-btn">${escHtml(label)}</button>
-  </div>`;
-}
-
-function closePopover(state: AttachedState): void {
-  if (state.popover) {
-    state.popover.remove();
-    state.popover = null;
-  }
-}
-
-function positionPopover(pop: HTMLDivElement, caret: HTMLElement): void {
-  const rect = caret.getBoundingClientRect();
-  const scrollY = window.scrollY || document.documentElement.scrollTop;
-  const scrollX = window.scrollX || document.documentElement.scrollLeft;
-  pop.style.position = "absolute";
-  pop.style.top = `${rect.bottom + scrollY + 4}px`;
-  pop.style.left = `${Math.max(8, rect.right + scrollX - 240)}px`;
-  pop.style.zIndex = "1000";
-}
-
-// Returns the current in-memory choice list for the given container —
-// used by the unbound /tools/verfahrensablauf page to keep the URL
-// param in sync.
-export function currentChoices(container: HTMLElement): EventChoice[] {
-  const state = states.get(container);
-  if (!state) return [];
-  const out: EventChoice[] = [];
-  state.active.forEach((kinds, code) => {
-    kinds.forEach((value, kind) => {
-      out.push({ submission_code: code, choice_kind: kind, choice_value: value });
-    });
-  });
-  return out;
-}

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

@@ -1,8 +1,9 @@
-import { describe, expect, test } from "bun:test";
+import { afterEach, beforeEach, describe, expect, test } from "bun:test";
 import {
   type CalculatedDeadline,
   type DeadlineResponse,
   bucketDeadlinesIntoColumns,
+  calculateDeadlines,
   deadlineCardHtml,
   formatDurationLabel,
   renderColumnsBody,
@@ -773,3 +774,81 @@ describe("stripLeadingDurationFromNotes — render-side dedup (t-paliad-307)", (
       .toBe("Time limit set by the court");
   });
 });
+
+// Pin the engine-options plumbing surface (t-paliad-348 / yoUPC#178).
+// calculateDeadlines must forward `includeOptional` and
+// `triggerEventAnchors` straight into the POST body so the Go handler
+// (handleFristenrechnerAPI) can pass them into lp.CalcOptions. If a
+// future refactor drops the fields, the Builder triplet silently
+// reverts to "engine emits optional rules" and the unified
+// /tools/procedures page loses its naked-proceeding default.
+describe("calculateDeadlines — forwards engine options into request body", () => {
+  type CapturedRequest = { url: string; body: Record<string, unknown> };
+  let captured: CapturedRequest | null;
+  let originalFetch: typeof globalThis.fetch;
+
+  beforeEach(() => {
+    captured = null;
+    originalFetch = globalThis.fetch;
+    globalThis.fetch = (async (input: RequestInfo | URL, init?: RequestInit) => {
+      const body = typeof init?.body === "string" ? JSON.parse(init.body) : {};
+      captured = { url: String(input), body };
+      return new Response(JSON.stringify({
+        proceedingType: "x", proceedingName: "x", triggerDate: "2026-01-01", deadlines: [],
+      }), { status: 200, headers: { "Content-Type": "application/json" } });
+    }) as typeof globalThis.fetch;
+  });
+
+  afterEach(() => {
+    globalThis.fetch = originalFetch;
+  });
+
+  test("default call omits includeOptional and triggerEventAnchors", async () => {
+    await calculateDeadlines({ proceedingType: "upc.inf.cfi", triggerDate: "2026-05-26" });
+    expect(captured).not.toBeNull();
+    expect(captured!.body.includeOptional).toBeUndefined();
+    expect(captured!.body.triggerEventAnchors).toBeUndefined();
+  });
+
+  test("includeOptional=true sends includeOptional: true", async () => {
+    await calculateDeadlines({
+      proceedingType: "upc.inf.cfi",
+      triggerDate: "2026-05-26",
+      includeOptional: true,
+    });
+    expect(captured!.body.includeOptional).toBe(true);
+  });
+
+  test("includeOptional=false is omitted (matches engine default)", async () => {
+    await calculateDeadlines({
+      proceedingType: "upc.inf.cfi",
+      triggerDate: "2026-05-26",
+      includeOptional: false,
+    });
+    expect(captured!.body.includeOptional).toBeUndefined();
+  });
+
+  test("triggerEventAnchors forwarded as object", async () => {
+    await calculateDeadlines({
+      proceedingType: "upc.inf.cfi",
+      triggerDate: "2026-05-26",
+      triggerEventAnchors: {
+        "upc.inf.cfi.oral": "2026-09-01",
+        "upc.inf.cfi.decision": "2026-12-15",
+      },
+    });
+    expect(captured!.body.triggerEventAnchors).toEqual({
+      "upc.inf.cfi.oral": "2026-09-01",
+      "upc.inf.cfi.decision": "2026-12-15",
+    });
+  });
+
+  test("empty triggerEventAnchors is omitted", async () => {
+    await calculateDeadlines({
+      proceedingType: "upc.inf.cfi",
+      triggerDate: "2026-05-26",
+      triggerEventAnchors: {},
+    });
+    expect(captured!.body.triggerEventAnchors).toBeUndefined();
+  });
+});

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

@@ -271,6 +271,12 @@ export interface DeadlineResponse {
   // when the toggle is OFF — so users know there's something to
   // re-surface.
   hiddenCount?: number;
+  // rulesAwaitingAnchor (t-paliad-348 / yoUPC#178): number of rules the
+  // engine suppressed because their `trigger_event_id` anchor wasn't
+  // supplied via CalcParams.triggerEventAnchors. Mirrors the Go
+  // Timeline.RulesAwaitingAnchor counter — a single integer surface for
+  // "N rules waiting on an anchor" UI affordances.
+  rulesAwaitingAnchor?: number;
 }
 
 export interface CourtRow {
@@ -311,6 +317,20 @@ export interface CalcParams {
   // endentscheidung | kostenentscheidung | anordnung |
   // schadensbemessung | bucheinsicht.
   appealTarget?: string;
+  // t-paliad-348 / yoUPC#178 — surface the engine's two new CalcOptions
+  // axes to the HTTP boundary:
+  //
+  //   includeOptional: when true, the engine returns priority='optional'
+  //     rules in the timeline. Default false matches the engine default
+  //     (mandatory backbone only). The /tools/procedures detailgrad
+  //     toggle ("all_options" mode) drives this to true so the dimmed
+  //     optional cards can be rendered for the lawyer to opt into.
+  //   triggerEventAnchors: per-event-code anchor dates the engine
+  //     consults for rules carrying trigger_event_id. Empty/omitted =
+  //     no anchors → such rules render as IsConditional (the engine
+  //     refuses to fabricate a date off the proceeding's trigger date).
+  includeOptional?: boolean;
+  triggerEventAnchors?: Record<string, string>;
 }
 
 const PARTY_CLASS: Record<string, string> = {
@@ -1118,6 +1138,10 @@ export async function calculateDeadlines(params: CalcParams): Promise<DeadlineRe
           : undefined,
         includeHidden: params.includeHidden ? true : undefined,
         appealTarget: params.appealTarget || undefined,
+        includeOptional: params.includeOptional ? true : undefined,
+        triggerEventAnchors: params.triggerEventAnchors && Object.keys(params.triggerEventAnchors).length > 0
+          ? params.triggerEventAnchors
+          : undefined,
       }),
     });
     if (!resp.ok) {

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

@@ -1,309 +0,0 @@
-// Unit tests for the /tools/verfahrensablauf URL + scenario-localStorage
-// state contract (t-paliad-308 / m/paliad#137). Run with `bun test`.
-//
-// The contract:
-//   1. URL params (proceeding, side, target, trigger_date) define which
-//      timeline kind the user is looking at — paste-able, shareable,
-//      refresh-resistant.
-//   2. localStorage (paliad.verfahrensablauf.scenario.*) holds the
-//      per-user scenario tweaks (event_choices, court_id, flags,
-//      show_hidden) — these never leak into a shared link.
-//   3. On hydrate, URL wins. localStorage fills the rest.
-
-import { describe, expect, test } from "bun:test";
-import {
-  APPEAL_TARGETS,
-  SCENARIO_KEYS,
-  SCENARIO_PREFIX,
-  URL_KEYS,
-  applyFiltersToSearch,
-  hydrate,
-  makeMemoryStorage,
-  parseAppealTargetFromSearch,
-  parseProceedingFromSearch,
-  parseSideFromSearch,
-  parseTriggerDateFromSearch,
-  readBoolFlag,
-  readCourtId,
-  readEventChoices,
-  readScenario,
-  writeBoolFlag,
-  writeCourtId,
-  writeEventChoices,
-} from "./verfahrensablauf-state";
-
-describe("URL parsers — filter chips", () => {
-  test("parseProceedingFromSearch returns empty string when absent", () => {
-    expect(parseProceedingFromSearch("")).toBe("");
-    expect(parseProceedingFromSearch("?side=claimant")).toBe("");
-  });
-
-  test("parseProceedingFromSearch echoes the raw value", () => {
-    expect(parseProceedingFromSearch("?proceeding=upc.inf.cfi")).toBe("upc.inf.cfi");
-    expect(parseProceedingFromSearch("?proceeding=upc.apl.unified&side=claimant")).toBe("upc.apl.unified");
-  });
-
-  test("parseSideFromSearch validates the enum", () => {
-    expect(parseSideFromSearch("?side=claimant")).toBe("claimant");
-    expect(parseSideFromSearch("?side=defendant")).toBe("defendant");
-    expect(parseSideFromSearch("?side=neither")).toBe(null);
-    expect(parseSideFromSearch("")).toBe(null);
-  });
-
-  test("parseAppealTargetFromSearch only accepts canonical slugs", () => {
-    for (const t of APPEAL_TARGETS) {
-      expect(parseAppealTargetFromSearch(`?target=${t}`)).toBe(t);
-    }
-    expect(parseAppealTargetFromSearch("?target=unknown")).toBe("");
-    expect(parseAppealTargetFromSearch("")).toBe("");
-  });
-
-  test("parseTriggerDateFromSearch validates the ISO-date shape", () => {
-    expect(parseTriggerDateFromSearch("?trigger_date=2026-05-26")).toBe("2026-05-26");
-    expect(parseTriggerDateFromSearch("?trigger_date=2024-02-29")).toBe("2024-02-29"); // leap year
-  });
-
-  test("parseTriggerDateFromSearch rejects malformed and impossible dates", () => {
-    expect(parseTriggerDateFromSearch("?trigger_date=2026-02-30")).toBe(""); // Feb 30
-    expect(parseTriggerDateFromSearch("?trigger_date=2026-13-01")).toBe(""); // month 13
-    expect(parseTriggerDateFromSearch("?trigger_date=tomorrow")).toBe("");
-    expect(parseTriggerDateFromSearch("?trigger_date=2026-5-26")).toBe(""); // 1-digit month
-    expect(parseTriggerDateFromSearch("")).toBe("");
-  });
-});
-
-describe("URL encoder — applyFiltersToSearch", () => {
-  test("empty filters preserve the existing query string", () => {
-    expect(applyFiltersToSearch("?other=keep", {})).toBe("?other=keep");
-  });
-
-  test("setting a filter writes the canonical key", () => {
-    expect(applyFiltersToSearch("", { proceeding: "upc.inf.cfi" })).toBe("?proceeding=upc.inf.cfi");
-    expect(applyFiltersToSearch("", { side: "claimant" })).toBe("?side=claimant");
-    expect(applyFiltersToSearch("", { target: "endentscheidung" })).toBe("?target=endentscheidung");
-    expect(applyFiltersToSearch("", { triggerDate: "2026-05-26" })).toBe("?trigger_date=2026-05-26");
-  });
-
-  test("setting null / empty / undefined deletes the key", () => {
-    expect(applyFiltersToSearch("?side=claimant", { side: null })).toBe("");
-    expect(applyFiltersToSearch("?proceeding=upc.inf.cfi", { proceeding: "" })).toBe("");
-    expect(applyFiltersToSearch("?target=endentscheidung", { target: "" })).toBe("");
-    expect(applyFiltersToSearch("?trigger_date=2026-05-26", { triggerDate: "" })).toBe("");
-  });
-
-  test("invalid trigger_date is deleted (never written as-is)", () => {
-    expect(applyFiltersToSearch("?trigger_date=2026-05-26", { triggerDate: "bogus" })).toBe("");
-  });
-
-  test("setting all four filters together emits all four keys", () => {
-    const out = applyFiltersToSearch("", {
-      proceeding: "upc.apl.unified",
-      side: "defendant",
-      target: "endentscheidung",
-      triggerDate: "2026-05-26",
-    });
-    expect(out).toContain("proceeding=upc.apl.unified");
-    expect(out).toContain("side=defendant");
-    expect(out).toContain("target=endentscheidung");
-    expect(out).toContain("trigger_date=2026-05-26");
-  });
-
-  test("other params (project, view) are preserved", () => {
-    const out = applyFiltersToSearch("?project=abc&view=timeline", { side: "claimant" });
-    expect(out).toContain("project=abc");
-    expect(out).toContain("view=timeline");
-    expect(out).toContain("side=claimant");
-  });
-
-  test("absent keys in the filter object don't touch existing URL values", () => {
-    // Only updating side — proceeding should be untouched.
-    const out = applyFiltersToSearch("?proceeding=upc.inf.cfi&side=defendant", { side: "claimant" });
-    expect(out).toContain("proceeding=upc.inf.cfi");
-    expect(out).toContain("side=claimant");
-  });
-});
-
-describe("URL round-trip — encode then parse yields the same value", () => {
-  test("proceeding", () => {
-    const enc = applyFiltersToSearch("", { proceeding: "upc.inf.cfi" });
-    expect(parseProceedingFromSearch(enc)).toBe("upc.inf.cfi");
-  });
-
-  test("side", () => {
-    const enc = applyFiltersToSearch("", { side: "defendant" });
-    expect(parseSideFromSearch(enc)).toBe("defendant");
-  });
-
-  test("target", () => {
-    const enc = applyFiltersToSearch("", { target: "kostenentscheidung" });
-    expect(parseAppealTargetFromSearch(enc)).toBe("kostenentscheidung");
-  });
-
-  test("trigger_date", () => {
-    const enc = applyFiltersToSearch("", { triggerDate: "2026-05-26" });
-    expect(parseTriggerDateFromSearch(enc)).toBe("2026-05-26");
-  });
-});
-
-describe("Scenario localStorage helpers", () => {
-  test("SCENARIO_PREFIX is paliad.verfahrensablauf.scenario and all keys live under it", () => {
-    expect(SCENARIO_PREFIX).toBe("paliad.verfahrensablauf.scenario");
-    for (const key of Object.values(SCENARIO_KEYS)) {
-      expect(key.startsWith(SCENARIO_PREFIX + ".")).toBe(true);
-    }
-  });
-
-  test("readEventChoices returns [] on empty storage", () => {
-    const s = makeMemoryStorage();
-    expect(readEventChoices(s)).toEqual([]);
-  });
-
-  test("writeEventChoices + readEventChoices round-trip", () => {
-    const s = makeMemoryStorage();
-    const choices = [
-      { submission_code: "upc.inf.cfi.r12", choice_kind: "appellant" as const, choice_value: "claimant" },
-      { submission_code: "upc.inf.cfi.r30", choice_kind: "include_ccr" as const, choice_value: "1" },
-    ];
-    writeEventChoices(s, choices);
-    expect(readEventChoices(s)).toEqual(choices);
-  });
-
-  test("writeEventChoices([]) clears the key (removeItem semantic, not empty string)", () => {
-    const s = makeMemoryStorage();
-    writeEventChoices(s, [{ submission_code: "r1", choice_kind: "skip", choice_value: "1" }]);
-    expect(s.getItem(SCENARIO_KEYS.eventChoices)).not.toBe(null);
-    writeEventChoices(s, []);
-    expect(s.getItem(SCENARIO_KEYS.eventChoices)).toBe(null);
-  });
-
-  test("readEventChoices ignores unknown choice_kind values", () => {
-    const s = makeMemoryStorage();
-    s.setItem(SCENARIO_KEYS.eventChoices, "r1:appellant=claimant,r2:bogus=x,r3:skip=1");
-    expect(readEventChoices(s)).toEqual([
-      { submission_code: "r1", choice_kind: "appellant", choice_value: "claimant" },
-      { submission_code: "r3", choice_kind: "skip", choice_value: "1" },
-    ]);
-  });
-
-  test("readCourtId returns '' on empty storage, echoes stored value otherwise", () => {
-    const s = makeMemoryStorage();
-    expect(readCourtId(s)).toBe("");
-    writeCourtId(s, "UPC-LD-MUC");
-    expect(readCourtId(s)).toBe("UPC-LD-MUC");
-  });
-
-  test("writeCourtId('') removes the key", () => {
-    const s = makeMemoryStorage();
-    writeCourtId(s, "UPC-LD-MUC");
-    expect(s.getItem(SCENARIO_KEYS.courtId)).toBe("UPC-LD-MUC");
-    writeCourtId(s, "");
-    expect(s.getItem(SCENARIO_KEYS.courtId)).toBe(null);
-  });
-
-  test("readBoolFlag / writeBoolFlag round-trip with removeItem on false", () => {
-    const s = makeMemoryStorage();
-    expect(readBoolFlag(s, SCENARIO_KEYS.ccr)).toBe(false);
-    writeBoolFlag(s, SCENARIO_KEYS.ccr, true);
-    expect(readBoolFlag(s, SCENARIO_KEYS.ccr)).toBe(true);
-    expect(s.getItem(SCENARIO_KEYS.ccr)).toBe("1");
-    writeBoolFlag(s, SCENARIO_KEYS.ccr, false);
-    expect(readBoolFlag(s, SCENARIO_KEYS.ccr)).toBe(false);
-    expect(s.getItem(SCENARIO_KEYS.ccr)).toBe(null);
-  });
-
-  test("readScenario returns all fields defaulted on empty storage", () => {
-    const s = makeMemoryStorage();
-    expect(readScenario(s)).toEqual({
-      eventChoices: [],
-      courtId: "",
-      ccr: false,
-      infAmend: false,
-      revAmend: false,
-      revCci: false,
-      showHidden: false,
-    });
-  });
-});
-
-describe("Hydration order — URL wins, localStorage fills the rest", () => {
-  test("URL fills filter chips, localStorage fills scenario state", () => {
-    const s = makeMemoryStorage();
-    writeCourtId(s, "UPC-LD-MUC");
-    writeBoolFlag(s, SCENARIO_KEYS.showHidden, true);
-    writeBoolFlag(s, SCENARIO_KEYS.ccr, true);
-    const out = hydrate(
-      "?proceeding=upc.inf.cfi&side=defendant&target=endentscheidung&trigger_date=2026-05-26",
-      s,
-    );
-    // URL-sourced
-    expect(out.proceeding).toBe("upc.inf.cfi");
-    expect(out.side).toBe("defendant");
-    expect(out.target).toBe("endentscheidung");
-    expect(out.triggerDate).toBe("2026-05-26");
-    // localStorage-sourced
-    expect(out.courtId).toBe("UPC-LD-MUC");
-    expect(out.showHidden).toBe(true);
-    expect(out.ccr).toBe(true);
-  });
-
-  test("absent URL → all filter fields are empty/null, localStorage still hydrates scenario", () => {
-    const s = makeMemoryStorage();
-    writeCourtId(s, "UPC-LD-MUC");
-    const out = hydrate("", s);
-    expect(out.proceeding).toBe("");
-    expect(out.side).toBe(null);
-    expect(out.target).toBe("");
-    expect(out.triggerDate).toBe("");
-    expect(out.courtId).toBe("UPC-LD-MUC");
-  });
-
-  test("absent localStorage → URL still fills filter chips, scenario defaults", () => {
-    const s = makeMemoryStorage();
-    const out = hydrate(
-      "?proceeding=upc.apl.unified&side=claimant&target=anordnung&trigger_date=2026-07-01",
-      s,
-    );
-    expect(out.proceeding).toBe("upc.apl.unified");
-    expect(out.side).toBe("claimant");
-    expect(out.target).toBe("anordnung");
-    expect(out.triggerDate).toBe("2026-07-01");
-    expect(out.courtId).toBe("");
-    expect(out.eventChoices).toEqual([]);
-    expect(out.showHidden).toBe(false);
-  });
-
-  test("a shared link doesn't leak the recipient's scenario state in", () => {
-    // Two storages: m's (loaded with court + flags) and a recipient's
-    // (empty). The same URL should reproduce filter chips identically
-    // but leave each user's scenario state untouched.
-    const mStorage = makeMemoryStorage();
-    writeCourtId(mStorage, "UPC-LD-MUC");
-    writeBoolFlag(mStorage, SCENARIO_KEYS.ccr, true);
-    const recipientStorage = makeMemoryStorage();
-
-    const sharedURL = "?proceeding=upc.inf.cfi&side=defendant&trigger_date=2026-05-26";
-
-    const mView = hydrate(sharedURL, mStorage);
-    const recipientView = hydrate(sharedURL, recipientStorage);
-
-    // Filter chips identical
-    expect(mView.proceeding).toBe(recipientView.proceeding);
-    expect(mView.side).toBe(recipientView.side);
-    expect(mView.triggerDate).toBe(recipientView.triggerDate);
-
-    // Scenario state diverges — recipient sees defaults
-    expect(mView.courtId).toBe("UPC-LD-MUC");
-    expect(recipientView.courtId).toBe("");
-    expect(mView.ccr).toBe(true);
-    expect(recipientView.ccr).toBe(false);
-  });
-});
-
-describe("URL key constants match the documented contract", () => {
-  test("URL_KEYS uses the spec'd snake_case names", () => {
-    expect(URL_KEYS.proceeding).toBe("proceeding");
-    expect(URL_KEYS.side).toBe("side");
-    expect(URL_KEYS.target).toBe("target");
-    expect(URL_KEYS.triggerDate).toBe("trigger_date");
-  });
-});

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

@@ -1,263 +0,0 @@
-// /tools/verfahrensablauf URL + scenario-localStorage state contract
-// (t-paliad-308 / m/paliad#137). Splits the page's persisted state into
-// two namespaces:
-//
-//   URL params (filter chips — the timeline kind the user is looking
-//   at; paste-able, shareable, refresh-resistant):
-//     proceeding, side, target, trigger_date
-//
-//   localStorage `paliad.verfahrensablauf.scenario.*` (per-user
-//   scenario inputs — the noisy parts that don't belong in a URL):
-//     event_choices, court_id, ccr, inf_amend, rev_amend, rev_cci,
-//     show_hidden
-//
-// Hydration order: URL wins. On page load, URL fills the filter chips;
-// localStorage fills the rest. Filter-chip changes write to URL only.
-// Scenario changes write to localStorage only. A shared link from a
-// colleague reproduces the timeline kind (proceeding + side + target +
-// trigger_date) but never leaks the recipient's court / flag /
-// event_choices state in.
-//
-// All helpers in this module are pure: they take a search string (or a
-// StorageLike) and return values, no DOM. The wiring in
-// ../verfahrensablauf.ts mounts them onto window.location +
-// window.localStorage at runtime.
-
-import type { EventChoice, ChoiceKind } from "./event-card-choices";
-
-// ----- URL params (filter chips) ----------------------------------
-
-export type Side = "claimant" | "defendant" | null;
-
-export const APPEAL_TARGETS = [
-  "endentscheidung",
-  "kostenentscheidung",
-  "anordnung",
-  "schadensbemessung",
-  "bucheinsicht",
-] as const;
-export type AppealTarget = (typeof APPEAL_TARGETS)[number] | "";
-
-export const URL_KEYS = {
-  proceeding: "proceeding",
-  side: "side",
-  target: "target",
-  triggerDate: "trigger_date",
-} as const;
-
-// parseProceedingFromSearch extracts the proceeding code. Returns ""
-// if absent. No validation against the proceeding registry — that's
-// the caller's job (an unknown code from a stale link should leave
-// the first-tile auto-select fallback running).
-export function parseProceedingFromSearch(search: string): string {
-  const v = new URLSearchParams(search).get(URL_KEYS.proceeding);
-  return v ?? "";
-}
-
-export function parseSideFromSearch(search: string): Side {
-  const raw = new URLSearchParams(search).get(URL_KEYS.side);
-  return raw === "claimant" || raw === "defendant" ? raw : null;
-}
-
-export function parseAppealTargetFromSearch(search: string): AppealTarget {
-  const raw = new URLSearchParams(search).get(URL_KEYS.target) || "";
-  if ((APPEAL_TARGETS as readonly string[]).includes(raw)) {
-    return raw as AppealTarget;
-  }
-  return "";
-}
-
-// parseTriggerDateFromSearch validates the ISO-date shape so a
-// malformed link can't poison the date input. Accepts "YYYY-MM-DD"
-// only. Round-tripped against Date to reject 2026-02-30 etc.
-export function parseTriggerDateFromSearch(search: string): string {
-  const raw = new URLSearchParams(search).get(URL_KEYS.triggerDate) || "";
-  if (!/^\d{4}-\d{2}-\d{2}$/.test(raw)) return "";
-  const d = new Date(raw + "T00:00:00Z");
-  if (Number.isNaN(d.getTime())) return "";
-  if (d.toISOString().slice(0, 10) !== raw) return "";
-  return raw;
-}
-
-// applyFiltersToSearch produces the canonical query string for the
-// four URL-owned params. Other params (e.g. ?view=, ?project=) are
-// preserved verbatim. Empty values are deleted, never written as
-// empty string, so the URL stays clean on the default.
-export function applyFiltersToSearch(
-  search: string,
-  filters: { proceeding?: string; side?: Side; target?: AppealTarget; triggerDate?: string },
-): string {
-  const params = new URLSearchParams(search);
-  if ("proceeding" in filters) {
-    if (filters.proceeding && filters.proceeding !== "") {
-      params.set(URL_KEYS.proceeding, filters.proceeding);
-    } else {
-      params.delete(URL_KEYS.proceeding);
-    }
-  }
-  if ("side" in filters) {
-    if (filters.side === "claimant" || filters.side === "defendant") {
-      params.set(URL_KEYS.side, filters.side);
-    } else {
-      params.delete(URL_KEYS.side);
-    }
-  }
-  if ("target" in filters) {
-    if (filters.target && filters.target !== "") {
-      params.set(URL_KEYS.target, filters.target);
-    } else {
-      params.delete(URL_KEYS.target);
-    }
-  }
-  if ("triggerDate" in filters) {
-    if (filters.triggerDate && /^\d{4}-\d{2}-\d{2}$/.test(filters.triggerDate)) {
-      params.set(URL_KEYS.triggerDate, filters.triggerDate);
-    } else {
-      params.delete(URL_KEYS.triggerDate);
-    }
-  }
-  const s = params.toString();
-  return s ? `?${s}` : "";
-}
-
-// ----- localStorage (scenario state) ------------------------------
-
-export const SCENARIO_PREFIX = "paliad.verfahrensablauf.scenario";
-export const SCENARIO_KEYS = {
-  eventChoices: `${SCENARIO_PREFIX}.event_choices`,
-  courtId: `${SCENARIO_PREFIX}.court_id`,
-  ccr: `${SCENARIO_PREFIX}.ccr`,
-  infAmend: `${SCENARIO_PREFIX}.inf_amend`,
-  revAmend: `${SCENARIO_PREFIX}.rev_amend`,
-  revCci: `${SCENARIO_PREFIX}.rev_cci`,
-  showHidden: `${SCENARIO_PREFIX}.show_hidden`,
-} as const;
-
-// StorageLike is the tiny subset of the Web Storage API the scenario
-// helpers actually use. Lets the tests pass a Map-backed fake without
-// pulling in a full localStorage polyfill.
-export interface StorageLike {
-  getItem(key: string): string | null;
-  setItem(key: string, value: string): void;
-  removeItem(key: string): void;
-}
-
-// readEventChoices is forgiving: malformed tuples or unknown
-// choice_kinds are dropped silently. Same shape as the legacy URL
-// codec (comma-separated `submission_code:kind=value`).
-export function readEventChoices(storage: StorageLike): EventChoice[] {
-  const raw = storage.getItem(SCENARIO_KEYS.eventChoices);
-  if (!raw) return [];
-  const out: EventChoice[] = [];
-  for (const tuple of raw.split(",")) {
-    const m = tuple.match(/^([^:]+):([^=]+)=(.+)$/);
-    if (!m) continue;
-    const kind = m[2] as ChoiceKind;
-    if (kind !== "appellant" && kind !== "include_ccr" && kind !== "skip") continue;
-    out.push({ submission_code: m[1], choice_kind: kind, choice_value: m[3] });
-  }
-  return out;
-}
-
-export function writeEventChoices(storage: StorageLike, choices: EventChoice[]): void {
-  if (choices.length === 0) {
-    storage.removeItem(SCENARIO_KEYS.eventChoices);
-    return;
-  }
-  const enc = choices
-    .map((c) => `${c.submission_code}:${c.choice_kind}=${c.choice_value}`)
-    .join(",");
-  storage.setItem(SCENARIO_KEYS.eventChoices, enc);
-}
-
-// readCourtId / writeCourtId — empty string == no court picked. The
-// "" value is stored as a removed key, not an empty string entry, so
-// reading it back yields null rather than "".
-export function readCourtId(storage: StorageLike): string {
-  return storage.getItem(SCENARIO_KEYS.courtId) ?? "";
-}
-
-export function writeCourtId(storage: StorageLike, courtId: string): void {
-  if (courtId === "") {
-    storage.removeItem(SCENARIO_KEYS.courtId);
-    return;
-  }
-  storage.setItem(SCENARIO_KEYS.courtId, courtId);
-}
-
-// Boolean flags — "1" / "0" string encoding, removeItem on default
-// (false for flags, also false for show_hidden) so the storage stays
-// uncluttered on a fresh page.
-export function readBoolFlag(storage: StorageLike, key: string): boolean {
-  return storage.getItem(key) === "1";
-}
-
-export function writeBoolFlag(storage: StorageLike, key: string, on: boolean): void {
-  if (on) storage.setItem(key, "1");
-  else storage.removeItem(key);
-}
-
-// Read all scenario state in one call — convenience for the page's
-// load-time hydration. Caller decides whether to apply each field
-// (e.g. court_id is proceeding-specific; the page may discard the
-// stored value if the active proceeding doesn't expose a court row).
-export interface ScenarioState {
-  eventChoices: EventChoice[];
-  courtId: string;
-  ccr: boolean;
-  infAmend: boolean;
-  revAmend: boolean;
-  revCci: boolean;
-  showHidden: boolean;
-}
-
-export function readScenario(storage: StorageLike): ScenarioState {
-  return {
-    eventChoices: readEventChoices(storage),
-    courtId: readCourtId(storage),
-    ccr: readBoolFlag(storage, SCENARIO_KEYS.ccr),
-    infAmend: readBoolFlag(storage, SCENARIO_KEYS.infAmend),
-    revAmend: readBoolFlag(storage, SCENARIO_KEYS.revAmend),
-    revCci: readBoolFlag(storage, SCENARIO_KEYS.revCci),
-    showHidden: readBoolFlag(storage, SCENARIO_KEYS.showHidden),
-  };
-}
-
-// ----- URL → localStorage hydration order -------------------------
-
-// The page's load-time contract: read URL filters, then read
-// scenario state from localStorage. URL wins on conflict — but the
-// only field that can conflict is none of them today (URL owns
-// proceeding/side/target/trigger_date; localStorage owns the rest).
-// The order matters for one edge case: if a future field migrates
-// from URL → localStorage with overlap, the URL value MUST be honored.
-
-export interface HydratedState extends ScenarioState {
-  proceeding: string;
-  side: Side;
-  target: AppealTarget;
-  triggerDate: string;
-}
-
-export function hydrate(search: string, storage: StorageLike): HydratedState {
-  const scenario = readScenario(storage);
-  return {
-    proceeding: parseProceedingFromSearch(search),
-    side: parseSideFromSearch(search),
-    target: parseAppealTargetFromSearch(search),
-    triggerDate: parseTriggerDateFromSearch(search),
-    ...scenario,
-  };
-}
-
-// makeMemoryStorage — tiny StorageLike for tests / SSR fallback.
-// Not used by the runtime page (which mounts real localStorage), but
-// kept here so test files have one well-known import.
-export function makeMemoryStorage(): StorageLike {
-  const store = new Map<string, string>();
-  return {
-    getItem: (k) => (store.has(k) ? store.get(k)! : null),
-    setItem: (k, v) => { store.set(k, v); },
-    removeItem: (k) => { store.delete(k); },
-  };
-}

frontend/src/components/VerfahrensablaufBody.tsx

@@ -1,293 +0,0 @@
-import { h } from "../jsx";
-
-interface ProceedingDef {
-  code: string;
-  i18nKey: string;
-  name: string;
-}
-
-function proceedingBtn(p: ProceedingDef): string {
-  return (
-    <button type="button" className="proceeding-btn" data-code={p.code}>
-      <strong data-i18n={p.i18nKey}>{p.name}</strong>
-    </button>
-  );
-}
-
-// Slice B1 (m/paliad#124 §18.1): the 3 separate Berufung tiles
-// (upc.apl.merits / upc.apl.cost / upc.apl.order) collapse into ONE
-// unified "Berufung" tile (upc.apl). After picking it, the user
-// selects which decision the appeal is directed AT via the
-// .appeal-target-row chip group below — the engine then filters
-// rules whose applies_to_target contains the picked slug.
-const UPC_TYPES: ProceedingDef[] = [
-  { code: "upc.inf.cfi",     i18nKey: "deadlines.upc.inf.cfi",     name: "Verletzungsverfahren" },
-  { code: "upc.rev.cfi",     i18nKey: "deadlines.upc.rev.cfi",     name: "Nichtigkeitsklage" },
-  { code: "upc.ccr.cfi",     i18nKey: "deadlines.upc.ccr.cfi",     name: "Widerklage auf Nichtigkeit" },
-  { code: "upc.pi.cfi",      i18nKey: "deadlines.upc.pi.cfi",      name: "Einstw. Maßnahmen" },
-  { code: "upc.apl.unified", i18nKey: "deadlines.upc.apl.unified", name: "Berufung" },
-  { code: "upc.dmgs.cfi",    i18nKey: "deadlines.upc.dmgs.cfi",    name: "Schadensbemessung" },
-  { code: "upc.disc.cfi",    i18nKey: "deadlines.upc.disc.cfi",    name: "Bucheinsicht" },
-];
-
-const DE_INF_TYPES: ProceedingDef[] = [
-  { code: "de.inf.lg",  i18nKey: "deadlines.de.inf.lg",  name: "LG (1. Instanz)" },
-  { code: "de.inf.olg", i18nKey: "deadlines.de.inf.olg", name: "OLG (Berufung)" },
-  { code: "de.inf.bgh", i18nKey: "deadlines.de.inf.bgh", name: "BGH (Revision / NZB)" },
-];
-
-const DE_NULL_TYPES: ProceedingDef[] = [
-  { code: "de.null.bpatg", i18nKey: "deadlines.de.null.bpatg", name: "BPatG (1. Instanz)" },
-  { code: "de.null.bgh",   i18nKey: "deadlines.de.null.bgh",   name: "BGH (Berufung)" },
-];
-
-const EPA_TYPES: ProceedingDef[] = [
-  { code: "epa.opp.opd",   i18nKey: "deadlines.epa.opp.opd",   name: "Einspruchsverfahren" },
-  { code: "epa.opp.boa",   i18nKey: "deadlines.epa.opp.boa",   name: "Beschwerdeverfahren" },
-  { code: "epa.grant.exa", i18nKey: "deadlines.epa.grant.exa", name: "EP-Erteilungsverfahren" },
-];
-
-const DPMA_TYPES: ProceedingDef[] = [
-  { code: "dpma.opp.dpma",     i18nKey: "deadlines.dpma.opp.dpma",     name: "Einspruch DPMA" },
-  { code: "dpma.appeal.bpatg", i18nKey: "deadlines.dpma.appeal.bpatg", name: "Beschwerde BPatG (DPMA)" },
-  { code: "dpma.appeal.bgh",   i18nKey: "deadlines.dpma.appeal.bgh",   name: "Rechtsbeschwerde BGH" },
-];
-
-// Shared Verfahrensablauf wizard body. Renders the proceeding picker,
-// perspective + date inputs, scenario flag rows, detail-mode toggle,
-// view toggle, and the timeline-container that client/verfahrensablauf.ts
-// (via initVerfahrensablauf()) wires against. Used by both
-// /tools/verfahrensablauf (legacy) and /tools/procedures (unified).
-export function VerfahrensablaufBody({ todayIso }: { todayIso: string }): string {
-  return (
-    <div className="fristen-wizard" id="verfahrensablauf-wizard" data-mode="procedure">
-      <div className="wizard-step" id="step-1">
-        <h3 className="wizard-step-label">
-          <span className="step-number">1</span>
-          <span data-i18n="deadlines.step1">Verfahrensart w&auml;hlen</span>
-        </h3>
-
-        <div className="proceeding-group" data-forum="upc">
-          <h4 data-i18n="deadlines.upc">UPC</h4>
-          <div className="proceeding-btns">
-            {UPC_TYPES.map((p) => proceedingBtn(p))}
-          </div>
-        </div>
-
-        <div className="proceeding-group" data-forum="de">
-          <h4 data-i18n="deadlines.de">Deutsche Gerichte</h4>
-          <div className="proceeding-subgroup">
-            <h5 className="proceeding-subgroup-heading" data-i18n="deadlines.de.group.inf">Verletzungsverfahren</h5>
-            <div className="proceeding-btns">
-              {DE_INF_TYPES.map((p) => proceedingBtn(p))}
-            </div>
-          </div>
-          <div className="proceeding-subgroup">
-            <h5 className="proceeding-subgroup-heading" data-i18n="deadlines.de.group.null">Nichtigkeitsverfahren</h5>
-            <div className="proceeding-btns">
-              {DE_NULL_TYPES.map((p) => proceedingBtn(p))}
-            </div>
-          </div>
-        </div>
-
-        <div className="proceeding-group" data-forum="epa">
-          <h4 data-i18n="deadlines.epa">EPA</h4>
-          <div className="proceeding-btns">
-            {EPA_TYPES.map((p) => proceedingBtn(p))}
-          </div>
-        </div>
-
-        <div className="proceeding-group" data-forum="dpma">
-          <h4 data-i18n="deadlines.dpma">DPMA</h4>
-          <div className="proceeding-btns">
-            {DPMA_TYPES.map((p) => proceedingBtn(p))}
-          </div>
-        </div>
-
-        <div className="proceeding-summary" id="proceeding-summary" style="display:none" role="group">
-          <span className="proceeding-summary-label" data-i18n="deadlines.proceeding.selected">Verfahren:</span>
-          <strong className="proceeding-summary-name" id="proceeding-summary-name">&mdash;</strong>
-          <button type="button" className="proceeding-summary-reselect" id="proceeding-summary-reselect"
-                  data-i18n="deadlines.proceeding.reselect">
-            Anderes Verfahren w&auml;hlen
-          </button>
-        </div>
-      </div>
-
-      <div className="wizard-step" id="step-2" style="display:none">
-        <h3 className="wizard-step-label">
-          <span className="step-number">2</span>
-          <span data-i18n="deadlines.step2.perspective">Perspektive und Datum</span>
-        </h3>
-
-        <div className="verfahrensablauf-perspective" id="verfahrensablauf-perspective">
-          <div className="verfahrensablauf-perspective-row" id="side-row">
-            <span className="date-label" data-i18n="deadlines.side.label">Seite:</span>
-            <div className="side-radio-cluster" id="side-radio-cluster">
-              <div className="fristen-view-toggle" role="radiogroup" aria-label="Side">
-                <label className="fristen-view-option">
-                  <input type="radio" name="side" value="claimant" />
-                  <span data-i18n="deadlines.side.claimant">Klägerseite</span>
-                </label>
-                <label className="fristen-view-option">
-                  <input type="radio" name="side" value="defendant" />
-                  <span data-i18n="deadlines.side.defendant">Beklagtenseite</span>
-                </label>
-                <label className="fristen-view-option">
-                  <input type="radio" name="side" value="" checked />
-                  <span data-i18n="deadlines.side.undefined">Nicht festgelegt</span>
-                </label>
-              </div>
-              <span className="side-hint" id="side-hint"
-                    data-i18n="deadlines.side.hint">
-                W&auml;hlen Sie eine Seite, um die Spalten zu fokussieren.
-              </span>
-            </div>
-            <div className="side-chip" id="side-chip" style="display:none">
-              <span className="side-chip-tag" data-i18n="deadlines.side.from_project">Aus Akte:</span>
-              <strong className="side-chip-value" id="side-chip-value">&mdash;</strong>
-              <button type="button" className="side-chip-override" id="side-chip-override"
-                      data-i18n="deadlines.side.override">
-                Andere Seite w&auml;hlen
-              </button>
-            </div>
-          </div>
-          <div className="verfahrensablauf-perspective-row" id="appeal-target-row" style="display:none">
-            <span className="date-label" data-i18n="deadlines.appeal_target.label">Worauf richtet sich die Berufung?</span>
-            <div className="fristen-view-toggle" role="radiogroup" aria-label="Appeal target">
-              <label className="fristen-view-option">
-                <input type="radio" name="appeal-target" value="endentscheidung" checked />
-                <span data-i18n="deadlines.appeal_target.endentscheidung">Endentscheidung</span>
-              </label>
-              <label className="fristen-view-option">
-                <input type="radio" name="appeal-target" value="kostenentscheidung" />
-                <span data-i18n="deadlines.appeal_target.kostenentscheidung">Kostenentscheidung</span>
-              </label>
-              <label className="fristen-view-option">
-                <input type="radio" name="appeal-target" value="anordnung" />
-                <span data-i18n="deadlines.appeal_target.anordnung">Anordnung</span>
-              </label>
-              <label className="fristen-view-option">
-                <input type="radio" name="appeal-target" value="schadensbemessung" />
-                <span data-i18n="deadlines.appeal_target.schadensbemessung">Schadensbemessung</span>
-              </label>
-              <label className="fristen-view-option">
-                <input type="radio" name="appeal-target" value="bucheinsicht" />
-                <span data-i18n="deadlines.appeal_target.bucheinsicht">Bucheinsicht</span>
-              </label>
-            </div>
-          </div>
-          <div className="verfahrensablauf-perspective-row" id="show-hidden-row" style="display:none">
-            <label className="fristen-view-option">
-              <input type="checkbox" id="show-hidden-toggle" />
-              <span data-i18n="choices.show_hidden.label">Ausgeblendete anzeigen</span>
-            </label>
-            <span className="show-hidden-count" id="show-hidden-count" aria-live="polite">&nbsp;</span>
-          </div>
-        </div>
-
-        <div className="verfahrensablauf-step2-divider" aria-hidden="true"></div>
-
-        <div className="date-input-group">
-          <div className="date-field-row">
-            <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">
-            <label htmlFor="trigger-date" className="date-label" data-i18n="deadlines.trigger.date">Datum:</label>
-            <input type="date" id="trigger-date" className="date-input" value={todayIso} />
-          </div>
-          <div className="date-field-row" id="court-picker-row" style="display:none">
-            <label htmlFor="court-picker" className="date-label" data-i18n="deadlines.court.label">Gericht:</label>
-            <select id="court-picker" className="date-input"></select>
-          </div>
-          <div className="date-field-row" id="ccr-flag-row" style="display:none">
-            <label className="date-label">
-              <input type="checkbox" id="ccr-flag" />
-              <span data-i18n="deadlines.flag.ccr">Mit Widerklage auf Nichtigkeit</span>
-            </label>
-          </div>
-          <div className="date-field-row date-field-row--nested" id="inf-amend-flag-row" style="display:none">
-            <label className="date-label">
-              <input type="checkbox" id="inf-amend-flag" />
-              <span data-i18n="deadlines.flag.inf_amend">Mit Antrag auf Patent&auml;nderung (R.30)</span>
-            </label>
-          </div>
-          <div className="date-field-row" id="rev-amend-flag-row" style="display:none">
-            <label className="date-label">
-              <input type="checkbox" id="rev-amend-flag" />
-              <span data-i18n="deadlines.flag.rev_amend">Mit Antrag auf Patent&auml;nderung (R.49.2.a)</span>
-            </label>
-          </div>
-          <div className="date-field-row" id="rev-cci-flag-row" style="display:none">
-            <label className="date-label">
-              <input type="checkbox" id="rev-cci-flag" />
-              <span data-i18n="deadlines.flag.rev_cci">Mit Verletzungswiderklage (R.49.2.b)</span>
-            </label>
-          </div>
-          <button type="button" id="calculate-btn" className="calculate-btn" data-i18n="deadlines.calculate">
-            Fristen berechnen
-          </button>
-        </div>
-      </div>
-
-      <div className="wizard-step" id="step-3" style="display:none">
-        <h3 className="wizard-step-label">
-          <span className="step-number">3</span>
-          <span data-i18n="deadlines.step3">Ergebnis</span>
-        </h3>
-
-        <div className="verfahrensablauf-detail-toggle" id="verfahrensablauf-detail-toggle"
-             role="radiogroup" aria-label="Detail">
-          <span className="fristen-view-label" data-i18n="deadlines.detail.label">Anzeige:</span>
-          <label className="fristen-view-option">
-            <input type="radio" name="detail-mode" value="mandatory_only" />
-            <span data-i18n="deadlines.detail.mandatory_only">Nur Pflicht</span>
-          </label>
-          <label className="fristen-view-option">
-            <input type="radio" name="detail-mode" value="selected" checked />
-            <span data-i18n="deadlines.detail.selected">Gewählt</span>
-          </label>
-          <label className="fristen-view-option">
-            <input type="radio" name="detail-mode" value="all_options" />
-            <span data-i18n="deadlines.detail.all_options">Alle Optionen</span>
-          </label>
-        </div>
-
-        <div className="fristen-view-toggle" id="fristen-view-toggle" role="radiogroup" aria-label="Ansicht">
-          <span className="fristen-view-label" data-i18n="deadlines.view.label">Ansicht:</span>
-          <label className="fristen-view-option">
-            <input type="radio" name="fristen-view" value="columns" checked />
-            <span data-i18n="deadlines.view.columns">Spalten</span>
-          </label>
-          <label className="fristen-view-option">
-            <input type="radio" name="fristen-view" value="timeline" />
-            <span data-i18n="deadlines.view.timeline">Zeitstrahl</span>
-          </label>
-          <label className="fristen-notes-option">
-            <input type="checkbox" id="fristen-notes-show" />
-            <span data-i18n="deadlines.notes.show">Hinweise anzeigen</span>
-          </label>
-          <label className="fristen-notes-option">
-            <input type="checkbox" id="verfahrensablauf-durations-show" />
-            <span data-i18n="deadlines.durations.show">Dauern anzeigen</span>
-          </label>
-        </div>
-
-        <div id="timeline-container">
-        </div>
-
-        <div className="fristen-result-actions">
-          <button type="button" id="fristen-print-btn" className="print-btn" style="display:none">
-            <svg className="print-btn-icon" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true">
-              <polyline points="6 9 6 2 18 2 18 9"></polyline>
-              <path d="M6 18H4a2 2 0 0 1-2-2v-5a2 2 0 0 1 2-2h16a2 2 0 0 1 2 2v5a2 2 0 0 1-2 2h-2"></path>
-              <rect x="6" y="14" width="12" height="8"></rect>
-            </svg>
-            <span data-i18n="deadlines.print">Drucken</span>
-          </button>
-        </div>
-      </div>
-    </div>
-  );
-}

frontend/src/i18n-keys.ts

@@ -732,8 +732,13 @@ export type I18nKey =
   | "builder.action.rename"
   | "builder.action.rename.prompt"
   | "builder.action.share"
+  | "builder.akte.banner.prefix"
   | "builder.akte.none"
   | "builder.bucket.active"
+  | "builder.bucket.archived"
+  | "builder.bucket.empty"
+  | "builder.bucket.promoted"
+  | "builder.bucket.shared"
   | "builder.canvas.add_proceeding"
   | "builder.empty.cta"
   | "builder.empty.headline"
@@ -753,6 +758,7 @@ export type I18nKey =
   | "builder.header.scenario"
   | "builder.header.search"
   | "builder.header.stichtag"
+  | "builder.mobile.blocked"
   | "builder.mode.akte"
   | "builder.mode.cold"
   | "builder.mode.event"
@@ -767,11 +773,76 @@ export type I18nKey =
   | "builder.picker.future_jurisdiction"
   | "builder.picker.placeholder"
   | "builder.picker.title"
+  | "builder.promote.back"
+  | "builder.promote.cancel"
+  | "builder.promote.commit"
+  | "builder.promote.error.generic"
+  | "builder.promote.error.title_required"
+  | "builder.promote.meta.case_number"
+  | "builder.promote.meta.client_number"
+  | "builder.promote.meta.our_side"
+  | "builder.promote.meta.our_side.claimant"
+  | "builder.promote.meta.our_side.defendant"
+  | "builder.promote.meta.our_side.none"
+  | "builder.promote.meta.parent"
+  | "builder.promote.meta.parent.none"
+  | "builder.promote.meta.reference"
+  | "builder.promote.meta.team"
+  | "builder.promote.meta.team.hint"
+  | "builder.promote.meta.title"
+  | "builder.promote.meta.title.placeholder"
+  | "builder.promote.next"
+  | "builder.promote.parties.add"
+  | "builder.promote.parties.empty"
+  | "builder.promote.parties.hint"
+  | "builder.promote.parties.name"
+  | "builder.promote.parties.remove"
+  | "builder.promote.parties.representative"
+  | "builder.promote.parties.role"
+  | "builder.promote.step1"
+  | "builder.promote.step2"
+  | "builder.promote.step3"
+  | "builder.promote.success"
+  | "builder.promote.summary.events_filed"
+  | "builder.promote.summary.events_planned"
+  | "builder.promote.summary.flags"
+  | "builder.promote.summary.heading"
+  | "builder.promote.summary.note_extra"
+  | "builder.promote.summary.proceeding"
+  | "builder.promote.title"
+  | "builder.readonly.blocked"
+  | "builder.readonly.watermark"
   | "builder.save.error"
   | "builder.save.idle"
   | "builder.save.saved"
   | "builder.save.saving"
+  | "builder.search.anchor.divider"
+  | "builder.search.group.events"
+  | "builder.search.group.projects"
+  | "builder.search.group.scenarios"
+  | "builder.search.hint.akte_b4"
+  | "builder.search.hint.empty"
+  | "builder.search.hint.error"
+  | "builder.search.hint.loading"
+  | "builder.search.hint.short"
+  | "builder.search.hint.start"
   | "builder.search.placeholder"
+  | "builder.search.summary.events.one"
+  | "builder.search.summary.events.other"
+  | "builder.search.summary.projects.one"
+  | "builder.search.summary.projects.other"
+  | "builder.search.summary.scenarios.one"
+  | "builder.search.summary.scenarios.other"
+  | "builder.share.button"
+  | "builder.share.close"
+  | "builder.share.current.empty"
+  | "builder.share.current.title"
+  | "builder.share.error"
+  | "builder.share.no_results"
+  | "builder.share.revoke"
+  | "builder.share.search.placeholder"
+  | "builder.share.subtitle"
+  | "builder.share.title"
   | "builder.subtitle"
   | "builder.triplet.collapse"
   | "builder.triplet.detailgrad.all_options"
@@ -1691,6 +1762,23 @@ export type I18nKey =
   | "einstellungen.export.what"
   | "einstellungen.heading"
   | "einstellungen.loading"
+  | "einstellungen.names.error.invalid"
+  | "einstellungen.names.error.load"
+  | "einstellungen.names.firm.clear"
+  | "einstellungen.names.firm.cleared"
+  | "einstellungen.names.firm.heading"
+  | "einstellungen.names.firm.saved"
+  | "einstellungen.names.firm.set"
+  | "einstellungen.names.firm.status_set"
+  | "einstellungen.names.firm.status_unset"
+  | "einstellungen.names.firm_badge"
+  | "einstellungen.names.override_badge"
+  | "einstellungen.names.preview.empty"
+  | "einstellungen.names.preview.sample"
+  | "einstellungen.names.reset"
+  | "einstellungen.names.reset_done"
+  | "einstellungen.names.saved"
+  | "einstellungen.names.subtitle"
   | "einstellungen.optional"
   | "einstellungen.prefs.escalation.default_option"
   | "einstellungen.prefs.escalation.heading"
@@ -1733,6 +1821,7 @@ export type I18nKey =
   | "einstellungen.tab.benachrichtigungen"
   | "einstellungen.tab.caldav"
   | "einstellungen.tab.export"
+  | "einstellungen.tab.names"
   | "einstellungen.tab.profil"
   | "einstellungen.title"
   | "event.description.appointment_approval_approved"
@@ -2771,6 +2860,9 @@ export type I18nKey =
   | "submissions.draft.base.hint"
   | "submissions.draft.base.label"
   | "submissions.draft.import.button"
+  | "submissions.draft.keyword.hint"
+  | "submissions.draft.keyword.label"
+  | "submissions.draft.keyword.placeholder"
   | "submissions.draft.language"
   | "submissions.draft.language.de"
   | "submissions.draft.language.en"
@@ -2870,6 +2962,18 @@ export type I18nKey =
   | "team.selection.toggle_card"
   | "team.subtitle"
   | "team.title"
+  | "templates.authoring.heading"
+  | "templates.authoring.intro"
+  | "templates.authoring.list.title"
+  | "templates.authoring.slots.title"
+  | "templates.authoring.title"
+  | "templates.authoring.upload.file"
+  | "templates.authoring.upload.firm"
+  | "templates.authoring.upload.name_de"
+  | "templates.authoring.upload.name_en"
+  | "templates.authoring.upload.submit"
+  | "templates.authoring.upload.title"
+  | "templates.authoring.workspace.hint"
   | "theme.toggle.auto"
   | "theme.toggle.cycle.auto"
   | "theme.toggle.cycle.dark"

frontend/src/lib/docforge-editor/catalogue.ts

@@ -0,0 +1,43 @@
+// docforge-editor — the variable catalogue client.
+//
+// The catalogue (key + bilingual label + namespace group) is served by the
+// Go backend at GET /api/docforge/variables, built from the resolvers'
+// Keys() as the single source of truth. A consumer fetches it once and uses
+// labelMap() to label its sidebar form + authoring palette, instead of
+// hard-coding a parallel label table that can drift from the resolvers.
+
+export interface VariableEntry {
+  key: string;
+  label_de: string;
+  label_en: string;
+  group: string;
+}
+
+interface VariablesResponse {
+  variables: VariableEntry[];
+}
+
+// fetchVariableCatalogue loads the catalogue from the backend. Throws on a
+// non-2xx response so the caller can decide how to degrade.
+export async function fetchVariableCatalogue(): Promise<VariableEntry[]> {
+  const res = await fetch("/api/docforge/variables", {
+    headers: { Accept: "application/json" },
+  });
+  if (!res.ok) {
+    throw new Error(`docforge variables: HTTP ${res.status}`);
+  }
+  const body = (await res.json()) as VariablesResponse;
+  return body.variables ?? [];
+}
+
+// labelMap turns a catalogue into a key → {de, en} lookup for a label
+// function. Keys absent from the map fall back to the raw key at the call
+// site, so a failed fetch degrades to dotted-key labels rather than a
+// broken form.
+export function labelMap(catalogue: VariableEntry[]): Record<string, { de: string; en: string }> {
+  const out: Record<string, { de: string; en: string }> = {};
+  for (const e of catalogue) {
+    out[e.key] = { de: e.label_de, en: e.label_en };
+  }
+  return out;
+}

frontend/src/lib/docforge-editor/dom.test.ts

@@ -0,0 +1,26 @@
+import { test, expect } from "bun:test";
+import { escapeHtml, cssEscape } from "./dom";
+
+test("escapeHtml escapes the five HTML-significant characters", () => {
+  expect(escapeHtml(`<a href="x" title='y'>& z</a>`)).toBe(
+    "&lt;a href=&quot;x&quot; title=&#39;y&#39;&gt;&amp; z&lt;/a&gt;",
+  );
+});
+
+test("escapeHtml is a no-op on plain text", () => {
+  expect(escapeHtml("Aktenzeichen 4c O 12/23")).toBe("Aktenzeichen 4c O 12/23");
+});
+
+test("escapeHtml escapes & first to avoid double-encoding", () => {
+  expect(escapeHtml("&lt;")).toBe("&amp;lt;");
+});
+
+test("cssEscape backslash-escapes the dots in a placeholder key", () => {
+  // Both CSS.escape and the regex fallback escape '.' the same way, so the
+  // result is stable across environments (bun has no CSS global → fallback).
+  expect(cssEscape("project.case_number")).toBe("project\\.case_number");
+});
+
+test("cssEscape leaves identifier-safe characters untouched", () => {
+  expect(cssEscape("today")).toBe("today");
+});

frontend/src/lib/docforge-editor/dom.ts

@@ -0,0 +1,32 @@
+// docforge-editor — shared, framework-agnostic editor utilities.
+//
+// Slice 5 of the docforge train (t-paliad-349 / m/paliad#157) begins
+// extracting the generic editor plumbing out of the submission-specific
+// client bundle so a second consumer (and the slice-6 authoring page) can
+// reuse it. This module holds the pure DOM-string helpers — no DOM
+// mutation, no editor state — so they unit-test cleanly under bun.
+
+// escapeHtml escapes the five HTML-significant characters for safe
+// insertion into element text or an attribute value. Matches the
+// server-side emitTextWithDraftVars/htmlEscape contract so preview markup
+// round-trips identically.
+export function escapeHtml(s: string): string {
+  return s
+    .replace(/&/g, "&")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+// cssEscape escapes a string for use inside a CSS attribute selector
+// (e.g. `[data-var="${cssEscape(key)}"]`). Prefers the native CSS.escape
+// and falls back to escaping CSS-special characters for older runtimes.
+// Placeholder keys ([A-Za-z][A-Za-z0-9_.]*) never carry whitespace or
+// quotes, so the fallback is straightforward.
+export function cssEscape(s: string): string {
+  if (typeof CSS !== "undefined" && typeof CSS.escape === "function") {
+    return CSS.escape(s);
+  }
+  return s.replace(/([!"#$%&'()*+,./:;<=>?@[\\\]^`{|}~])/g, "\\$1");
+}

frontend/src/procedures.tsx

@@ -68,12 +68,10 @@ export function renderProcedures(): string {
                   <button type="button" id="builder-share-btn"
                           className="builder-action-btn builder-action-btn--secondary"
                           disabled
-                          title="In B5 verf&uuml;gbar"
                           data-i18n="builder.action.share">Teilen</button>
                   <button type="button" id="builder-promote-btn"
                           className="builder-action-btn builder-action-btn--primary"
                           disabled
-                          title="In B5 verf&uuml;gbar"
                           data-i18n="builder.action.promote">Als Projekt anlegen</button>
                 </div>
                 <div className="builder-pageheader-row">
@@ -93,8 +91,7 @@ export function renderProcedures(): string {
                     <input type="search" id="builder-search-input" className="builder-search-input"
                            data-i18n-placeholder="builder.search.placeholder"
                            placeholder="Ereignis, Szenario, Akte &hellip;"
-                           autocomplete="off" spellcheck="false" disabled
-                           title="Universelle Suche kommt in B3" />
+                           autocomplete="off" spellcheck="false" />
                   </label>
                 </div>
               </section>
@@ -116,9 +113,7 @@ export function renderProcedures(): string {
                         role="tab"
                         aria-selected="false"
                         data-mode="event"
-                        id="builder-mode-event"
-                        disabled
-                        title="In B3 verf&uuml;gbar">
+                        id="builder-mode-event">
                   <span className="builder-mode-label" data-i18n="builder.mode.event">Ereignis</span>
                 </button>
                 <button type="button"
@@ -126,9 +121,7 @@ export function renderProcedures(): string {
                         role="tab"
                         aria-selected="false"
                         data-mode="akte"
-                        id="builder-mode-akte"
-                        disabled
-                        title="In B4 verf&uuml;gbar">
+                        id="builder-mode-akte">
                   <span className="builder-mode-label" data-i18n="builder.mode.akte">Aus Akte</span>
                 </button>
               </nav>
@@ -146,10 +139,28 @@ export function renderProcedures(): string {
                     <h3 className="builder-bucket-label" data-i18n="builder.bucket.active">Aktiv</h3>
                     <ul className="builder-scenario-list" id="builder-scenario-list-active" aria-label="Aktive Szenarien"></ul>
                   </div>
-                  {/* Geteilt / Promoted / Archiviert buckets land in B5+. */}
+                  {/* B5 — Geteilt mit mir / Als Projekt angelegt / Archiviert.
+                      Each bucket hides itself when empty (builder.ts toggles
+                      the hidden attribute). */}
+                  <div className="builder-sidepanel-bucket" data-bucket="shared" id="builder-bucket-shared" hidden>
+                    <h3 className="builder-bucket-label" data-i18n="builder.bucket.shared">Geteilt mit mir</h3>
+                    <ul className="builder-scenario-list" id="builder-scenario-list-shared" aria-label="Mit mir geteilte Szenarien"></ul>
+                  </div>
+                  <div className="builder-sidepanel-bucket" data-bucket="promoted" id="builder-bucket-promoted" hidden>
+                    <h3 className="builder-bucket-label" data-i18n="builder.bucket.promoted">Als Projekt angelegt</h3>
+                    <ul className="builder-scenario-list" id="builder-scenario-list-promoted" aria-label="Promotete Szenarien"></ul>
+                  </div>
+                  <div className="builder-sidepanel-bucket" data-bucket="archived" id="builder-bucket-archived" hidden>
+                    <h3 className="builder-bucket-label" data-i18n="builder.bucket.archived">Archiviert</h3>
+                    <ul className="builder-scenario-list" id="builder-scenario-list-archived" aria-label="Archivierte Szenarien"></ul>
+                  </div>
                 </aside>
 
                 <section className="builder-canvas-wrap" aria-label="Builder-Canvas">
+                  {/* B5 — read-only watermark for shared / promoted scenarios.
+                      builder.ts fills + unhides it when the active scenario
+                      is not editable by the current user. */}
+                  <div id="builder-readonly-watermark" className="builder-readonly-watermark" hidden></div>
                   <div id="builder-canvas" className="builder-canvas">
                     {/* Cold-open placeholder — replaced by triplet stack once a
                         scenario is loaded. */}

frontend/src/settings.tsx

@@ -40,6 +40,7 @@ export function renderSettings(): string {
                 <a className="entity-tab" data-tab="profil" href="?tab=profil" data-i18n="einstellungen.tab.profil">Profil</a>
                 <a className="entity-tab" data-tab="benachrichtigungen" href="?tab=benachrichtigungen" data-i18n="einstellungen.tab.benachrichtigungen">Benachrichtigungen</a>
                 <a className="entity-tab" data-tab="caldav" href="?tab=caldav" data-i18n="einstellungen.tab.caldav">CalDAV</a>
+                <a className="entity-tab" data-tab="names" href="?tab=names" data-i18n="einstellungen.tab.names">Namensschemata</a>
                 <a className="entity-tab" data-tab="export" href="?tab=export" data-i18n="einstellungen.tab.export">Datenexport</a>
               </nav>
 
@@ -362,6 +363,23 @@ export function renderSettings(): string {
                 </div>
               </section>
 
+              {/* --- Namensschemata tab (t-paliad-356 Slice 4) -------- */}
+              <section className="entity-tab-panel" id="tab-names" style="display:none">
+                <p className="tool-subtitle" data-i18n="einstellungen.names.subtitle">
+                  Legen Sie fest, wie Paliad Entwurfstitel und Dateinamen aus Projektdaten zusammensetzt.
+                  Klicken Sie auf einen Platzhalter, um ihn einzuf&uuml;gen; die Vorschau zeigt das Ergebnis sofort.
+                </p>
+
+                <div id="names-loading" className="entity-loading">
+                  <p data-i18n="einstellungen.loading">L&auml;dt&hellip;</p>
+                </div>
+
+                {/* Per-artifact cards are built client-side from
+                    /api/me/name-compositions so the wired-artifact list stays
+                    server-driven (no duplicated catalog in the frontend). */}
+                <div id="names-list" className="names-list" style="display:none" />
+              </section>
+
               {/* --- Datenexport tab (t-paliad-214 Slice 1) ----------- */}
               <section className="entity-tab-panel" id="tab-export" style="display:none">
                 <p className="tool-subtitle" data-i18n="einstellungen.export.subtitle">

frontend/src/styles/global.css

@@ -11203,6 +11203,129 @@ label.caldav-toggle-label {
     margin-bottom: 0.3rem;
 }
 
+/* ===== Namensschemata (name-composition settings — t-paliad-356 S4) ===== */
+.names-list {
+    display: flex;
+    flex-direction: column;
+    gap: 1.25rem;
+}
+.names-artifact {
+    border: 1px solid var(--color-border);
+    border-radius: var(--radius);
+    padding: 1rem 1.1rem;
+    background: var(--color-surface);
+}
+.names-artifact-head {
+    display: flex;
+    align-items: center;
+    gap: 0.6rem;
+    margin-bottom: 0.6rem;
+}
+.names-artifact-head h2 {
+    font-size: 1rem;
+    font-weight: 600;
+    margin: 0;
+}
+.names-badge {
+    font-size: 0.72rem;
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+    padding: 0.1rem 0.45rem;
+    border-radius: 999px;
+    background: var(--color-accent-soft-bg);
+    color: var(--color-accent-soft-fg);
+    border: 1px solid var(--color-accent-soft-border);
+}
+.names-palette {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 0.4rem;
+    margin-bottom: 0.6rem;
+}
+.names-chip {
+    font-size: 0.82rem;
+    padding: 0.2rem 0.6rem;
+    border-radius: 999px;
+    border: 1px solid var(--color-border);
+    background: var(--color-surface-muted);
+    color: var(--color-text);
+    cursor: pointer;
+    transition: background 0.12s ease, border-color 0.12s ease;
+}
+.names-chip:hover {
+    background: var(--color-accent-light);
+    border-color: var(--color-accent);
+}
+.names-template-input {
+    width: 100%;
+    font-family: var(--font-mono);
+    font-size: 0.92rem;
+    padding: 0.5rem 0.6rem;
+    border: 1px solid var(--color-border);
+    border-radius: var(--radius);
+    background: var(--color-surface-2);
+}
+.names-error {
+    margin: 0.4rem 0 0;
+}
+.names-preview {
+    margin-top: 0.7rem;
+    display: flex;
+    flex-direction: column;
+    gap: 0.3rem;
+}
+.names-preview-row {
+    display: flex;
+    flex-wrap: wrap;
+    align-items: baseline;
+    gap: 0.5rem;
+}
+.names-preview-label {
+    font-size: 0.82rem;
+    color: var(--color-text-muted);
+    min-width: 9rem;
+}
+.names-preview-value {
+    font-family: var(--font-mono);
+    font-size: 0.88rem;
+    padding: 0.1rem 0.4rem;
+    border-radius: 4px;
+    background: var(--color-surface-muted);
+    word-break: break-word;
+}
+.names-saved {
+    margin: 0.5rem 0 0;
+}
+.names-badge--firm {
+    background: var(--color-surface-muted);
+    color: var(--color-text-muted);
+    border-color: var(--color-border);
+}
+.names-firm-admin {
+    margin-top: 0.9rem;
+    padding-top: 0.8rem;
+    border-top: 1px dashed var(--color-border);
+}
+.names-firm-heading {
+    font-size: 0.9rem;
+    font-weight: 600;
+    margin: 0 0 0.3rem;
+}
+.names-firm-status {
+    margin: 0 0 0.3rem;
+}
+.names-firm-status code {
+    font-family: var(--font-mono);
+    font-size: 0.85rem;
+    padding: 0.05rem 0.35rem;
+    border-radius: 4px;
+    background: var(--color-surface-muted);
+}
+.names-firm-msg {
+    margin: 0 0 0.4rem;
+}
+
 /* ===== Notizen (polymorphic notes — Phase I) ===== */
 .notiz-container {
     display: flex;
@@ -19894,6 +20017,23 @@ a.fristen-overhaul-rule-source {
 .builder-save-status[data-state="saved"]  { color: var(--color-accent-strong-fg); }
 .builder-save-status[data-state="error"]  { color: var(--status-red-fg, #c5503a); }
 
+/* B4 (m/paliad#153) — Akte-mode banner. Lime tint matches the Paliad
+   accent palette; positioned on the page header so it's visible the
+   whole time the user works in Akte mode. */
+.builder-akte-banner {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.3rem;
+  padding: 0.2rem 0.55rem;
+  border-radius: 0.3rem;
+  background: var(--color-accent);
+  color: var(--color-accent-dark);
+  font-size: 0.85rem;
+  font-weight: 500;
+  margin-top: 0.3rem;
+  align-self: flex-start;
+}
+
 .builder-action-btn {
   font: inherit;
   padding: 0.35rem 0.85rem;
@@ -20474,6 +20614,135 @@ a.fristen-overhaul-rule-source {
   background: var(--color-accent-strong-bg);
 }
 
+/* B3 — anchor highlight + DU BIST HIER divider. Picked event card
+   carries a lime band (left border + soft background) and a
+   horizontal divider is injected after its row in the columns grid.
+   The divider spans all 3 columns via grid-column: 1 / -1. */
+
+.builder-anchor-card {
+  background: var(--color-accent-soft-bg);
+  border-color: var(--color-accent);
+  border-left: 4px solid var(--color-accent);
+  box-shadow: 0 0 0 1px var(--color-accent-soft-border) inset;
+}
+
+.builder-anchor-divider {
+  grid-column: 1 / -1;
+  text-align: center;
+  font-family: var(--font-sans);
+  font-size: 0.78rem;
+  font-weight: 600;
+  letter-spacing: 0.12em;
+  color: var(--color-accent-dark, #5b7b04);
+  background: var(--color-accent-soft-bg);
+  border: 1px dashed var(--color-accent);
+  border-radius: var(--radius);
+  padding: 0.35rem 0.6rem;
+  margin: 0.2rem 0;
+}
+
+/* B3 — universal search dropdown. Floated under the page-header
+   search input by JS (position: absolute, top/left set per
+   reposition()). The dropdown renders typed result groups
+   (events / scenarios / projects). */
+
+.builder-search-dropdown {
+  background: var(--color-surface);
+  border: 1px solid var(--color-border);
+  border-radius: var(--radius);
+  box-shadow: 0 12px 28px rgba(0, 0, 0, 0.12);
+  max-height: 70vh;
+  overflow-y: auto;
+  font-family: var(--font-sans);
+}
+
+.builder-search-hint {
+  padding: 0.7rem 0.9rem;
+  font-size: 0.85rem;
+  color: var(--color-text-muted);
+  font-style: italic;
+}
+
+.builder-search-summary {
+  padding: 0.5rem 0.9rem;
+  font-size: 0.78rem;
+  color: var(--color-text-muted);
+  border-bottom: 1px solid var(--color-border);
+  background: var(--color-surface-2);
+}
+
+.builder-search-group {
+  padding: 0.25rem 0;
+  border-bottom: 1px solid var(--color-border);
+}
+
+.builder-search-group:last-child {
+  border-bottom: 0;
+}
+
+.builder-search-group-label {
+  padding: 0.4rem 0.9rem 0.25rem;
+  font-size: 0.72rem;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.06em;
+  color: var(--color-text-muted);
+}
+
+.builder-search-row {
+  display: flex;
+  flex-direction: column;
+  gap: 0.18rem;
+  padding: 0.45rem 0.9rem;
+  cursor: pointer;
+  border-left: 3px solid transparent;
+}
+
+.builder-search-row:hover,
+.builder-search-row.is-focus {
+  background: var(--color-accent-soft-bg);
+  border-left-color: var(--color-accent);
+}
+
+.builder-search-row-main {
+  display: flex;
+  align-items: baseline;
+  gap: 0.45rem;
+  font-size: 0.92rem;
+  color: var(--color-text);
+}
+
+.builder-search-pt-code,
+.builder-search-project-type {
+  font-family: ui-monospace, "SF Mono", Menlo, monospace;
+  font-size: 0.78rem;
+  color: var(--color-text-muted);
+  background: var(--color-surface-2);
+  border: 1px solid var(--color-border);
+  border-radius: 0.22rem;
+  padding: 0 0.32rem;
+}
+
+.builder-search-event-name,
+.builder-search-scenario-name,
+.builder-search-project-title {
+  font-weight: 500;
+}
+
+.builder-search-row-meta {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.5rem;
+  font-size: 0.76rem;
+  color: var(--color-text-muted);
+}
+
+.builder-search-kind,
+.builder-search-party,
+.builder-search-status {
+  font-style: italic;
+}
+
 /* Responsive: collapse side panel into stacked block on narrow viewports. */
 
 @media (max-width: 900px) {
@@ -20502,3 +20771,414 @@ a.fristen-overhaul-rule-source {
     width: 100%;
   }
 }
+
+/* ===================================================================
+   B5 — side-panel buckets, read-only watermark, share modal,
+   promote-to-project wizard (m/paliad#153 PRD §2.4 + §2.5).
+   =================================================================== */
+
+.builder-sidepanel-bucket + .builder-sidepanel-bucket {
+  margin-top: 0.85rem;
+  padding-top: 0.65rem;
+  border-top: 1px solid var(--color-border);
+}
+.builder-bucket-label {
+  margin: 0 0 0.35rem;
+  font-size: 0.72rem;
+  font-weight: 600;
+  text-transform: uppercase;
+  letter-spacing: 0.04em;
+  color: var(--color-text-muted);
+}
+
+/* Read-only watermark banner above the canvas. */
+.builder-readonly-watermark {
+  display: block;
+  margin-bottom: 0.6rem;
+  padding: 0.4rem 0.75rem;
+  border-radius: 0.4rem;
+  background: repeating-linear-gradient(
+    45deg,
+    var(--color-surface-muted),
+    var(--color-surface-muted) 10px,
+    var(--color-surface-2) 10px,
+    var(--color-surface-2) 20px
+  );
+  border: 1px dashed var(--color-border);
+  color: var(--color-text-muted);
+  font-size: 0.85rem;
+  font-weight: 500;
+}
+
+/* Read-only mode: neutralise every mutating affordance in the canvas
+   while keeping text selectable + read interactions working. PRD §2.5 /
+   §10 — pointer-events:none on the controls, not the cards. */
+body.builder-readonly .builder-triplet-host button,
+body.builder-readonly .builder-triplet-host input,
+body.builder-readonly .builder-triplet-host select,
+body.builder-readonly .builder-add-proceeding-btn {
+  pointer-events: none;
+  opacity: 0.5;
+}
+
+/* Generic modal scaffold (shared by share modal + promote wizard). */
+.builder-modal-backdrop {
+  position: fixed;
+  inset: 0;
+  z-index: 1000;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  padding: 1rem;
+  background: rgba(0, 0, 0, 0.4);
+}
+.builder-modal {
+  background: var(--color-surface);
+  border: 1px solid var(--color-border);
+  border-radius: 0.6rem;
+  box-shadow: 0 12px 40px rgba(0, 0, 0, 0.25);
+  width: 100%;
+  max-width: 540px;
+  max-height: calc(100vh - 2rem);
+  overflow: auto;
+  padding: 1.1rem 1.25rem 1.25rem;
+}
+.builder-modal-header {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 0.5rem;
+  margin-bottom: 0.4rem;
+}
+.builder-modal-title {
+  margin: 0;
+  font-size: 1.1rem;
+}
+.builder-modal-close {
+  font: inherit;
+  font-size: 1.4rem;
+  line-height: 1;
+  background: transparent;
+  border: 0;
+  cursor: pointer;
+  color: var(--color-text-muted);
+  padding: 0 0.3rem;
+}
+.builder-modal-subtitle {
+  margin: 0 0 0.85rem;
+  font-size: 0.85rem;
+  color: var(--color-text-muted);
+}
+
+/* Share modal. */
+.builder-share-pickerbox {
+  position: relative;
+}
+.builder-share-search {
+  width: 100%;
+  font: inherit;
+  padding: 0.4rem 0.6rem;
+  border: 1px solid var(--color-border);
+  border-radius: 0.35rem;
+  background: var(--color-surface-2);
+  color: var(--color-text);
+}
+.builder-share-results {
+  list-style: none;
+  margin: 0.4rem 0 0;
+  padding: 0;
+  max-height: 220px;
+  overflow: auto;
+}
+.builder-share-result,
+.builder-share-current-item {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 0.5rem;
+  padding: 0.35rem 0.4rem;
+  border-radius: 0.3rem;
+}
+.builder-share-result:hover {
+  background: var(--color-surface-muted);
+}
+.builder-share-result-empty,
+.builder-share-current-empty {
+  padding: 0.4rem;
+  font-size: 0.85rem;
+  color: var(--color-text-muted);
+  list-style: none;
+}
+.builder-share-add,
+.builder-share-revoke {
+  font: inherit;
+  font-size: 0.8rem;
+  padding: 0.2rem 0.6rem;
+  border-radius: 0.3rem;
+  cursor: pointer;
+  border: 1px solid var(--color-border);
+  background: var(--color-surface-2);
+  color: var(--color-text);
+  white-space: nowrap;
+}
+.builder-share-add {
+  background: var(--color-accent);
+  border-color: var(--color-accent);
+  color: var(--color-accent-dark);
+  font-weight: 500;
+}
+.builder-share-current {
+  margin-top: 1rem;
+  padding-top: 0.75rem;
+  border-top: 1px solid var(--color-border);
+}
+.builder-share-current-title {
+  margin: 0 0 0.4rem;
+  font-size: 0.8rem;
+  font-weight: 600;
+  color: var(--color-text-muted);
+}
+.builder-share-current-list {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+}
+.builder-share-error {
+  margin: 0.5rem 0 0;
+  font-size: 0.82rem;
+  color: #c0392b;
+}
+
+/* Promote wizard. */
+.builder-promote-modal {
+  max-width: 600px;
+}
+.builder-promote-steps {
+  display: flex;
+  list-style: none;
+  margin: 0 0 1rem;
+  padding: 0;
+  gap: 0.5rem;
+}
+.builder-promote-step {
+  display: flex;
+  align-items: center;
+  gap: 0.35rem;
+  font-size: 0.8rem;
+  color: var(--color-text-muted);
+  flex: 1;
+}
+.builder-promote-step-n {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  width: 1.4rem;
+  height: 1.4rem;
+  border-radius: 50%;
+  border: 1px solid var(--color-border);
+  font-size: 0.78rem;
+  flex: 0 0 auto;
+}
+.builder-promote-step.is-active {
+  color: var(--color-text);
+  font-weight: 600;
+}
+.builder-promote-step.is-active .builder-promote-step-n {
+  background: var(--color-accent);
+  border-color: var(--color-accent);
+  color: var(--color-accent-dark);
+}
+.builder-promote-step.is-done .builder-promote-step-n {
+  background: var(--color-surface-muted);
+}
+.builder-promote-body {
+  min-height: 160px;
+}
+.builder-promote-section-title {
+  margin: 0 0 0.5rem;
+  font-size: 0.95rem;
+}
+.builder-promote-summary {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+}
+.builder-promote-summary li {
+  display: flex;
+  justify-content: space-between;
+  padding: 0.3rem 0;
+  border-bottom: 1px solid var(--color-border);
+  font-size: 0.9rem;
+}
+.builder-promote-summary li span {
+  color: var(--color-text-muted);
+}
+.builder-promote-note {
+  margin: 0.75rem 0 0;
+  padding: 0.5rem 0.65rem;
+  border-radius: 0.35rem;
+  background: var(--color-surface-muted);
+  font-size: 0.82rem;
+  color: var(--color-text-muted);
+}
+.builder-promote-hint,
+.builder-promote-empty,
+.builder-promote-team-hint {
+  font-size: 0.82rem;
+  color: var(--color-text-muted);
+  margin: 0 0 0.6rem;
+}
+.builder-promote-parties {
+  display: flex;
+  flex-direction: column;
+  gap: 0.4rem;
+  margin-bottom: 0.5rem;
+}
+.builder-promote-party {
+  display: grid;
+  grid-template-columns: 1.3fr 1fr 1fr auto;
+  gap: 0.35rem;
+  align-items: center;
+}
+.builder-promote-party input,
+.builder-promote-field input,
+.builder-promote-field select {
+  font: inherit;
+  padding: 0.35rem 0.5rem;
+  border: 1px solid var(--color-border);
+  border-radius: 0.3rem;
+  background: var(--color-surface-2);
+  color: var(--color-text);
+  width: 100%;
+}
+.builder-promote-party-remove {
+  font: inherit;
+  font-size: 1.1rem;
+  line-height: 1;
+  background: transparent;
+  border: 0;
+  cursor: pointer;
+  color: var(--color-text-muted);
+}
+.builder-promote-party-add {
+  font: inherit;
+  font-size: 0.85rem;
+  padding: 0.3rem 0.7rem;
+  border-radius: 0.3rem;
+  cursor: pointer;
+  border: 1px dashed var(--color-border);
+  background: transparent;
+  color: var(--color-text);
+}
+.builder-promote-field {
+  display: block;
+  margin-bottom: 0.7rem;
+}
+.builder-promote-field > span {
+  display: block;
+  font-size: 0.8rem;
+  font-weight: 500;
+  margin-bottom: 0.2rem;
+}
+.builder-promote-field-row {
+  display: grid;
+  grid-template-columns: 1fr 1fr;
+  gap: 0.6rem;
+}
+.builder-promote-team {
+  display: flex;
+  flex-direction: column;
+  gap: 0.15rem;
+  max-height: 160px;
+  overflow: auto;
+  border: 1px solid var(--color-border);
+  border-radius: 0.35rem;
+  padding: 0.4rem;
+}
+.builder-promote-team-item {
+  display: flex;
+  align-items: center;
+  gap: 0.4rem;
+  font-size: 0.85rem;
+}
+.builder-promote-error {
+  margin: 0.4rem 0 0;
+  font-size: 0.85rem;
+  color: #c0392b;
+}
+.builder-promote-success {
+  text-align: center;
+  padding: 2rem 0;
+  font-size: 1rem;
+  color: var(--color-text);
+}
+.builder-promote-footer {
+  display: flex;
+  align-items: center;
+  gap: 0.5rem;
+  margin-top: 1rem;
+  padding-top: 0.8rem;
+  border-top: 1px solid var(--color-border);
+}
+.builder-promote-footer-spacer {
+  flex: 1;
+}
+.builder-promote-cancel,
+.builder-promote-backbtn,
+.builder-promote-nextbtn {
+  font: inherit;
+  padding: 0.4rem 0.95rem;
+  border-radius: 0.35rem;
+  cursor: pointer;
+  border: 1px solid var(--color-border);
+  background: var(--color-surface-2);
+  color: var(--color-text);
+}
+.builder-promote-nextbtn {
+  background: var(--color-accent);
+  border-color: var(--color-accent);
+  color: var(--color-accent-dark);
+  font-weight: 500;
+}
+.builder-promote-nextbtn:disabled {
+  opacity: 0.5;
+  cursor: not-allowed;
+}
+
+@media (max-width: 640px) {
+  .builder-promote-party,
+  .builder-promote-field-row {
+    grid-template-columns: 1fr;
+  }
+  /* B6 — modals go full-bleed on phones so the wizard/share UI is at
+     least legible if reached; entry is gated by the mobile guard, but
+     keep it readable for the read-only case. */
+  .builder-modal {
+    max-width: 100%;
+    border-radius: 0.4rem;
+  }
+}
+
+/* B6 — mobile basic-read guard toast (PRD §7.1 + §10). Shown when a
+   mutating affordance is tapped on a narrow viewport. */
+.builder-mobile-toast {
+  position: fixed;
+  left: 50%;
+  bottom: 1.25rem;
+  transform: translateX(-50%) translateY(1rem);
+  z-index: 1100;
+  max-width: calc(100vw - 2rem);
+  padding: 0.6rem 1rem;
+  border-radius: 0.5rem;
+  background: var(--color-accent-dark, #0b1f33);
+  color: #fff;
+  font-size: 0.88rem;
+  box-shadow: 0 6px 24px rgba(0, 0, 0, 0.3);
+  opacity: 0;
+  pointer-events: none;
+  transition: opacity 0.18s ease, transform 0.18s ease;
+}
+.builder-mobile-toast.is-visible {
+  opacity: 1;
+  transform: translateX(-50%) translateY(0);
+}

frontend/src/submission-draft.tsx

@@ -109,6 +109,35 @@ export function renderSubmissionDraft(): string {
                       </button>
                     </div>
 
+                    {/* t-paliad-354 — keyword that leads the exported
+                        document name "<date> <keyword> (<case>)". Empty
+                        falls back to the auto-derived rule name; the
+                        placeholder shows that default. Persisted to
+                        composer_meta.filename_keyword via the draft-save
+                        path on change. Grouped with the draft-name row
+                        (naming controls) ahead of the template controls
+                        (base + language) per t-paliad-359. */}
+                    <div className="submission-draft-keyword-row">
+                      <label
+                        htmlFor="submission-draft-keyword"
+                        data-i18n="submissions.draft.keyword.label">
+                        Stichwort (Dateiname)
+                      </label>
+                      <input
+                        type="text"
+                        id="submission-draft-keyword"
+                        className="entity-form-input"
+                        data-i18n-placeholder="submissions.draft.keyword.placeholder"
+                        placeholder="Automatisch aus dem Schriftsatztyp"
+                      />
+                      <p
+                        className="submission-draft-keyword-hint"
+                        id="submission-draft-keyword-hint"
+                        data-i18n="submissions.draft.keyword.hint">
+                        Führt den Dateinamen an: &lt;Datum&gt; &lt;Stichwort&gt; (&lt;Aktenzeichen&gt;).
+                      </p>
+                    </div>
+
                     {/* t-paliad-313 (m/paliad#141) Composer Slice A —
                         base picker. Hydrated by client/submission-draft.ts
                         once /api/submission-bases returns. Disabled

frontend/src/templates-authoring.tsx

@@ -0,0 +1,112 @@
+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";
+
+// t-paliad-349 docforge slice 6 — template authoring page at
+// /admin/templates.
+//
+// Admin uploads a base .docx, sees it rendered as run-addressable text,
+// selects a span + a variable from the palette to drop a {{slot}}, and the
+// result saves as a reusable docforge template. Pure shell:
+// client/templates-authoring.ts hydrates the list, upload form, preview,
+// palette, and slot list after load. The palette labels come from the Go
+// variable catalogue (GET /api/docforge/variables, the SSOT from slice 5).
+//
+// Design ref: docs/plans/prd-docforge-2026-05-29.md §2.1.
+
+export function renderTemplatesAuthoring(): 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" />
+        <PWAHead />
+        <title data-i18n="templates.authoring.title">Vorlagen &mdash; Paliad</title>
+        <link rel="stylesheet" href="/assets/global.css" />
+      </head>
+      <body className="has-sidebar page-templates-authoring">
+        <Sidebar currentPath="/admin" />
+        <BottomNav currentPath="/admin" />
+
+        <main>
+          <section className="tool-page docforge-templates-page">
+            <div className="container">
+              <header className="docforge-templates-header">
+                <h1 data-i18n="templates.authoring.heading">Vorlagen</h1>
+                <p
+                  className="docforge-templates-intro"
+                  data-i18n="templates.authoring.intro">
+                  Lade eine Word-Vorlage hoch, markiere Stellen und setze Variablen ein.
+                </p>
+              </header>
+
+              {/* Upload a new base .docx */}
+              <section className="docforge-upload" id="docforge-upload">
+                <h2 data-i18n="templates.authoring.upload.title">Neue Vorlage hochladen</h2>
+                <form id="docforge-upload-form" className="entity-form">
+                  <label className="entity-form-row">
+                    <span data-i18n="templates.authoring.upload.file">Word-Datei (.docx)</span>
+                    <input type="file" name="file" accept=".docx,.dotx,.docm,.dotm" required />
+                  </label>
+                  <label className="entity-form-row">
+                    <span data-i18n="templates.authoring.upload.name_de">Name (DE)</span>
+                    <input type="text" name="name_de" className="entity-form-input" required />
+                  </label>
+                  <label className="entity-form-row">
+                    <span data-i18n="templates.authoring.upload.name_en">Name (EN)</span>
+                    <input type="text" name="name_en" className="entity-form-input" required />
+                  </label>
+                  <label className="entity-form-row">
+                    <span data-i18n="templates.authoring.upload.firm">Kanzlei (optional)</span>
+                    <input type="text" name="firm" className="entity-form-input" />
+                  </label>
+                  <button type="submit" className="btn-primary" data-i18n="templates.authoring.upload.submit">
+                    Hochladen
+                  </button>
+                  <span className="docforge-upload-status" id="docforge-upload-status" />
+                </form>
+              </section>
+
+              {/* Existing templates */}
+              <section className="docforge-template-list-wrap">
+                <h2 data-i18n="templates.authoring.list.title">Vorhandene Vorlagen</h2>
+                <ul className="entity-table docforge-template-list" id="docforge-template-list" />
+              </section>
+
+              {/* Authoring workspace — hidden until a template is opened. */}
+              <section className="docforge-workspace" id="docforge-workspace" hidden>
+                <header className="docforge-workspace-header">
+                  <h2 id="docforge-workspace-title" />
+                  <span className="docforge-workspace-hint" data-i18n="templates.authoring.workspace.hint">
+                    Text markieren, dann eine Variable wählen, um einen Platzhalter zu setzen.
+                  </span>
+                  <span className="docforge-workspace-status" id="docforge-workspace-status" />
+                </header>
+                <div className="docforge-workspace-grid">
+                  {/* Variable palette (left) — populated from the catalogue. */}
+                  <aside className="docforge-palette" id="docforge-palette" />
+                  {/* Run-addressable preview (center) — selection target. */}
+                  <div className="docforge-preview" id="docforge-preview" />
+                  {/* Placed slots (right). */}
+                  <aside className="docforge-slots">
+                    <h3 data-i18n="templates.authoring.slots.title">Platzhalter</h3>
+                    <ul className="docforge-slot-list" id="docforge-slot-list" />
+                  </aside>
+                </div>
+              </section>
+            </div>
+          </section>
+        </main>
+
+        <Footer />
+        <PaliadinWidget />
+
+        <script src="/assets/templates-authoring.js"></script>
+      </body>
+    </html>
+  );
+}

internal/db/migrations/158_docforge_templates.down.sql

@@ -0,0 +1,12 @@
+-- t-paliad-349: revert docforge template authoring tables.
+--
+-- Drop the FK first so the templates ↔ template_versions cycle unwinds,
+-- then the tables (template_slots + template_versions cascade from their
+-- parents, but drop explicitly for clarity and order-independence).
+
+ALTER TABLE IF EXISTS paliad.templates
+    DROP CONSTRAINT IF EXISTS templates_current_version_fk;
+
+DROP TABLE IF EXISTS paliad.template_slots;
+DROP TABLE IF EXISTS paliad.template_versions;
+DROP TABLE IF EXISTS paliad.templates;

internal/db/migrations/158_docforge_templates.up.sql

@@ -0,0 +1,127 @@
+-- t-paliad-349 (m/paliad#157): docforge slice 4 — template authoring tables.
+--
+-- These three tables are the persistence home for the docforge authoring
+-- flow (upload a base .docx → place variable slots → save as a reusable
+-- template) and the generation flow (pick a template → bind data →
+-- export). They are paliad's implementation of the docforge.TemplateStore
+-- contract; docforge itself owns no tables (the litigationplanner pattern).
+--
+-- Generic on purpose (NOT submission_*-named): authoring is a
+-- domain-neutral capability, so the eventual second docforge consumer can
+-- reuse the same shape. submission_bases (Gitea-backed, section_spec) stays
+-- for the legacy base catalog during the transition; convergence is a
+-- later, separate task.
+--
+--   paliad.templates          — one row per template (the catalog entry).
+--   paliad.template_versions  — immutable snapshots; editing a template
+--                               inserts a new version. The carrier .docx
+--                               bytes live here (bytea) — the TemplateStore
+--                               bytea backend. A draft pins a version
+--                               (snapshot-at-create, PRD §4 A3) so later
+--                               edits don't shift an in-flight draft.
+--   paliad.template_slots     — the variable slots placed in a version's
+--                               carrier. anchor is the sentinel token the
+--                               authoring surface injects into the carrier
+--                               OOXML to locate the slot (PRD §5 lean);
+--                               slot_key is the variable bound there.
+--
+-- Visibility: the template catalog is shared firm-wide (every
+-- authenticated user generates from it), so SELECT is open to
+-- authenticated, mirroring submission_bases. Mutations (upload, edit) are
+-- admin-only and gated in Go at the handler layer — no INSERT/UPDATE/DELETE
+-- RLS path means RLS denies them by default.
+--
+-- Slice 4 ships the schema + the TemplateStore only; no rows are seeded and
+-- no UI writes here yet (authoring is slice 6, generation-on-templates is
+-- slice 7).
+
+CREATE TABLE IF NOT EXISTS paliad.templates (
+    id                 uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    slug               text UNIQUE,
+    name_de            text NOT NULL,
+    name_en            text NOT NULL,
+    kind               text NOT NULL DEFAULT 'submission',
+    source_format      text NOT NULL DEFAULT 'docx',
+    firm               text,
+    is_active          bool NOT NULL DEFAULT true,
+    current_version_id uuid,
+    created_by         uuid NOT NULL,
+    created_at         timestamptz NOT NULL DEFAULT now(),
+    updated_at         timestamptz NOT NULL DEFAULT now(),
+
+    CONSTRAINT templates_source_format_check CHECK (source_format IN ('docx'))
+);
+
+CREATE TABLE IF NOT EXISTS paliad.template_versions (
+    id           uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    template_id  uuid NOT NULL REFERENCES paliad.templates(id) ON DELETE CASCADE,
+    version      int  NOT NULL,
+    carrier_blob bytea NOT NULL,
+    stylemap     jsonb NOT NULL DEFAULT '{}'::jsonb,
+    created_by   uuid NOT NULL,
+    created_at   timestamptz NOT NULL DEFAULT now(),
+
+    CONSTRAINT template_versions_unique_per_template UNIQUE (template_id, version)
+);
+
+CREATE TABLE IF NOT EXISTS paliad.template_slots (
+    id                  uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    template_version_id uuid NOT NULL REFERENCES paliad.template_versions(id) ON DELETE CASCADE,
+    slot_key            text NOT NULL,
+    anchor              text NOT NULL,
+    label               text,
+    order_index         int  NOT NULL DEFAULT 0,
+    created_at          timestamptz NOT NULL DEFAULT now(),
+
+    CONSTRAINT template_slots_unique_anchor UNIQUE (template_version_id, anchor)
+);
+
+-- current_version_id FK is added after template_versions exists to avoid a
+-- circular CREATE-TABLE dependency. ON DELETE SET NULL: dropping the
+-- pinned version detaches it rather than cascading the template away.
+ALTER TABLE paliad.templates
+    DROP CONSTRAINT IF EXISTS templates_current_version_fk;
+ALTER TABLE paliad.templates
+    ADD CONSTRAINT templates_current_version_fk
+    FOREIGN KEY (current_version_id)
+    REFERENCES paliad.template_versions(id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS templates_firm_kind_idx
+    ON paliad.templates (firm, kind) WHERE is_active;
+CREATE INDEX IF NOT EXISTS template_versions_template_idx
+    ON paliad.template_versions (template_id, version);
+CREATE INDEX IF NOT EXISTS template_slots_version_idx
+    ON paliad.template_slots (template_version_id, order_index);
+
+ALTER TABLE paliad.templates         ENABLE ROW LEVEL SECURITY;
+ALTER TABLE paliad.template_versions ENABLE ROW LEVEL SECURITY;
+ALTER TABLE paliad.template_slots    ENABLE ROW LEVEL SECURITY;
+
+-- Firm-shared catalog: any authenticated user reads. Mutations are
+-- admin-only, gated in Go (no mutation RLS policy = RLS denies by default).
+DROP POLICY IF EXISTS templates_select ON paliad.templates;
+CREATE POLICY templates_select
+    ON paliad.templates FOR SELECT TO authenticated
+    USING (true);
+
+DROP POLICY IF EXISTS template_versions_select ON paliad.template_versions;
+CREATE POLICY template_versions_select
+    ON paliad.template_versions FOR SELECT TO authenticated
+    USING (true);
+
+DROP POLICY IF EXISTS template_slots_select ON paliad.template_slots;
+CREATE POLICY template_slots_select
+    ON paliad.template_slots FOR SELECT TO authenticated
+    USING (true);
+
+DROP TRIGGER IF EXISTS templates_set_updated_at ON paliad.templates;
+CREATE TRIGGER templates_set_updated_at
+    BEFORE UPDATE ON paliad.templates
+    FOR EACH ROW EXECUTE FUNCTION paliad.tg_set_updated_at();
+
+COMMENT ON TABLE paliad.templates IS
+    't-paliad-349: docforge template catalog. One row per uploaded template; current_version_id pins the live version.';
+COMMENT ON TABLE paliad.template_versions IS
+    't-paliad-349: immutable docforge template snapshots. carrier_blob holds the base .docx bytes (TemplateStore bytea backend).';
+COMMENT ON TABLE paliad.template_slots IS
+    't-paliad-349: variable slots placed in a template version. anchor = sentinel token locating the slot in the carrier OOXML; slot_key = the bound variable.';

internal/db/migrations/159_submission_drafts_template_version.down.sql

@@ -0,0 +1,6 @@
+-- t-paliad-349: revert the template-version pin on submission drafts.
+
+DROP INDEX IF EXISTS paliad.submission_drafts_template_version_idx;
+
+ALTER TABLE paliad.submission_drafts
+    DROP COLUMN IF EXISTS template_version_id;

internal/db/migrations/159_submission_drafts_template_version.up.sql

@@ -0,0 +1,28 @@
+-- t-paliad-349 (m/paliad#157): docforge slice 7 — pin an uploaded template
+-- version onto a submission draft (generation-on-uploaded-templates).
+--
+-- A draft can now source its document from a docforge uploaded template
+-- (paliad.template_versions) instead of a legacy Gitea base. template_version_id
+-- is the snapshot pin (PRD §4 A3): the draft renders the exact carrier of the
+-- version it was bound to, so a later template edit (which creates a new
+-- version) doesn't shift an in-flight draft.
+--
+-- Nullable + additive: existing drafts keep template_version_id NULL and
+-- render via their existing path (Composer base_id, or the v1 fallback).
+-- The three sources are mutually exclusive in practice; the export path
+-- checks template_version_id first, then base_id, then v1.
+--
+-- ON DELETE SET NULL: if the pinned version is removed, the draft detaches
+-- and falls back rather than failing — same posture as base_id's
+-- ON DELETE SET NULL.
+
+ALTER TABLE paliad.submission_drafts
+    ADD COLUMN IF NOT EXISTS template_version_id uuid
+        REFERENCES paliad.template_versions(id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS submission_drafts_template_version_idx
+    ON paliad.submission_drafts (template_version_id)
+    WHERE template_version_id IS NOT NULL;
+
+COMMENT ON COLUMN paliad.submission_drafts.template_version_id IS
+    't-paliad-349: pinned docforge template version (snapshot-at-create). NULL = render via base_id Composer path or v1 fallback.';

internal/db/migrations/160_user_name_compositions.down.sql

@@ -0,0 +1,2 @@
+ALTER TABLE paliad.users
+    DROP COLUMN IF EXISTS name_compositions;

internal/db/migrations/160_user_name_compositions.up.sql

@@ -0,0 +1,12 @@
+-- Per-user name-composition overrides (t-paliad-356 Slice 3, PRD §3.2).
+--
+-- A free-form JSONB map of { artifact_id: Composition } overriding the
+-- code-resident system-default name composition for that artifact (the two
+-- seed schemes: submission_draft_title, submission_docx_filename). An empty
+-- object means "no overrides — use the system defaults"; unknown artifact
+-- ids and segments referencing unknown variables are dropped on read
+-- (NameCompositionSpec.SanitizeForRead) and rejected on write
+-- (NameCompositionSpec.Validate), mirroring the user_dashboard_layouts
+-- pattern.
+ALTER TABLE paliad.users
+    ADD COLUMN IF NOT EXISTS name_compositions jsonb NOT NULL DEFAULT '{}'::jsonb;

internal/db/migrations/161_composer_caption_parametric.down.sql

@@ -0,0 +1,55 @@
+-- Revert t-paliad-358 A-S2: restore each base's original (pre-parametric)
+-- caption seed_md from migrations 146 / 150, verbatim. One UPDATE per slug
+-- because the originals differed per base.
+
+-- hlc-letterhead (mig 146): heading + parties with "vertreten durch" + court.
+UPDATE paliad.submission_bases AS b
+SET section_spec = jsonb_set(b.section_spec, '{defaults}', (
+    SELECT jsonb_agg(
+        CASE WHEN elem->>'section_key' = 'caption'
+             THEN elem || jsonb_build_object(
+                 'seed_md_de', E'In der Sache\n\n**{{parties.claimant.0.name}}**\nvertreten durch {{parties.claimant.0.representative}}\n\n— Klägerin —\n\ngegen\n\n**{{parties.defendant.0.name}}**\nvertreten durch {{parties.defendant.0.representative}}\n\n— Beklagte —\n\nAktenzeichen: {{project.case_number}}\n{{project.court}}',
+                 'seed_md_en', E'In the matter\n\n**{{parties.claimant.0.name}}**\nrepresented by {{parties.claimant.0.representative}}\n\n— Claimant —\n\nv.\n\n**{{parties.defendant.0.name}}**\nrepresented by {{parties.defendant.0.representative}}\n\n— Defendant —\n\nCase number: {{project.case_number}}\n{{project.court}}')
+             ELSE elem END
+        ORDER BY ord)
+    FROM jsonb_array_elements(b.section_spec->'defaults') WITH ORDINALITY AS d(elem, ord)))
+WHERE b.slug = 'hlc-letterhead' AND b.section_spec ? 'defaults';
+
+-- neutral (mig 146): heading + parties (no representative) + Aktenzeichen, no court.
+UPDATE paliad.submission_bases AS b
+SET section_spec = jsonb_set(b.section_spec, '{defaults}', (
+    SELECT jsonb_agg(
+        CASE WHEN elem->>'section_key' = 'caption'
+             THEN elem || jsonb_build_object(
+                 'seed_md_de', E'In der Sache\n\n**{{parties.claimant.0.name}}**\n— Klägerin —\n\ngegen\n\n**{{parties.defendant.0.name}}**\n— Beklagte —\n\nAktenzeichen: {{project.case_number}}',
+                 'seed_md_en', E'In the matter\n\n**{{parties.claimant.0.name}}**\n— Claimant —\n\nv.\n\n**{{parties.defendant.0.name}}**\n— Defendant —\n\nCase number: {{project.case_number}}')
+             ELSE elem END
+        ORDER BY ord)
+    FROM jsonb_array_elements(b.section_spec->'defaults') WITH ORDINALITY AS d(elem, ord)))
+WHERE b.slug = 'neutral' AND b.section_spec ? 'defaults';
+
+-- lg-duesseldorf (mig 150): heading + parties (no representative) + court.
+UPDATE paliad.submission_bases AS b
+SET section_spec = jsonb_set(b.section_spec, '{defaults}', (
+    SELECT jsonb_agg(
+        CASE WHEN elem->>'section_key' = 'caption'
+             THEN elem || jsonb_build_object(
+                 'seed_md_de', E'In der Sache\n\n**{{parties.claimant.0.name}}**\n— Klägerin —\n\ngegen\n\n**{{parties.defendant.0.name}}**\n— Beklagte —\n\nAktenzeichen: {{project.case_number}}\n{{project.court}}',
+                 'seed_md_en', E'In the matter\n\n**{{parties.claimant.0.name}}**\n— Claimant —\n\nv.\n\n**{{parties.defendant.0.name}}**\n— Defendant —\n\nCase number: {{project.case_number}}\n{{project.court}}')
+             ELSE elem END
+        ORDER BY ord)
+    FROM jsonb_array_elements(b.section_spec->'defaults') WITH ORDINALITY AS d(elem, ord)))
+WHERE b.slug = 'lg-duesseldorf' AND b.section_spec ? 'defaults';
+
+-- upc-formal (mig 150): UPC heading + parties with "represented by" + UPC case number + patent.
+UPDATE paliad.submission_bases AS b
+SET section_spec = jsonb_set(b.section_spec, '{defaults}', (
+    SELECT jsonb_agg(
+        CASE WHEN elem->>'section_key' = 'caption'
+             THEN elem || jsonb_build_object(
+                 'seed_md_de', E'# In the matter\n\n**{{parties.claimant.0.name}}**\nrepresented by {{parties.claimant.0.representative}}\n— Claimant —\n\nv.\n\n**{{parties.defendant.0.name}}**\nrepresented by {{parties.defendant.0.representative}}\n— Defendant —\n\nUPC-Aktenzeichen: {{project.case_number}}\nStreitpatent: {{project.patent_number_upc}}',
+                 'seed_md_en', E'# In the matter\n\n**{{parties.claimant.0.name}}**\nrepresented by {{parties.claimant.0.representative}}\n— Claimant —\n\nv.\n\n**{{parties.defendant.0.name}}**\nrepresented by {{parties.defendant.0.representative}}\n— Defendant —\n\nUPC case number: {{project.case_number}}\nPatent in suit: {{project.patent_number_upc}}')
+             ELSE elem END
+        ORDER BY ord)
+    FROM jsonb_array_elements(b.section_spec->'defaults') WITH ORDINALITY AS d(elem, ord)))
+WHERE b.slug = 'upc-formal' AND b.section_spec ? 'defaults';

internal/db/migrations/161_composer_caption_parametric.up.sql

@@ -0,0 +1,43 @@
+-- t-paliad-358 A-S2 — unify the Composer caption (Rubrum) seed across every
+-- base onto the shared parametric caption.* resolver keys.
+--
+-- Before: each base seeded a hand-written caption with hard-coded designations
+-- ("— Klägerin —" / "— Claimant —") and heading ("In der Sache" / "In the
+-- matter"). That wording diverged from the per-code .docx templates and the
+-- merge-fallback skeleton, and could not reflect the forum (UPC vs DE-LG vs
+-- nullity vs appeal).
+--
+-- After: every base's caption section references the {{caption.*}} keys
+-- (addCaptionVars, submission_vars.go), so the heading, party designations,
+-- versus connector and "wegen" subject are resolved per forum from
+-- project.proceeding (jurisdiction + code + role-label overrides) +
+-- project.instance_level — the SAME wording the templates and the fallback
+-- skeleton now use. One parametric caption, shared keys.
+--
+-- Forward-only effect: section seeds are applied when a NEW draft is created
+-- from a base; existing drafts keep their already-seeded (possibly user-edited)
+-- caption text untouched.
+--
+-- Position-independent: rewrites only the element whose section_key='caption'
+-- inside section_spec->'defaults', preserving order (WITH ORDINALITY) and every
+-- other field on the element (elem || patch).
+
+UPDATE paliad.submission_bases AS b
+SET section_spec = jsonb_set(
+    b.section_spec,
+    '{defaults}',
+    (
+        SELECT jsonb_agg(
+            CASE WHEN elem->>'section_key' = 'caption'
+                 THEN elem || jsonb_build_object(
+                     'seed_md_de', E'{{caption.heading_de}}\n\n**{{parties.claimant.0.name}}**\nvertreten durch {{parties.claimant.0.representative}}\n\n— {{caption.claimant_designation_de}} —\n\n{{caption.versus_de}}\n\n**{{parties.defendant.0.name}}**\nvertreten durch {{parties.defendant.0.representative}}\n\n— {{caption.defendant_designation_de}} —\n\nwegen {{caption.subject_de}}\n\nAktenzeichen: {{project.case_number}}\n{{project.court}}',
+                     'seed_md_en', E'{{caption.heading_en}}\n\n**{{parties.claimant.0.name}}**\nrepresented by {{parties.claimant.0.representative}}\n\n— {{caption.claimant_designation_en}} —\n\n{{caption.versus_en}}\n\n**{{parties.defendant.0.name}}**\nrepresented by {{parties.defendant.0.representative}}\n\n— {{caption.defendant_designation_en}} —\n\nre {{caption.subject_en}}\n\nCase number: {{project.case_number}}\n{{project.court}}')
+                 ELSE elem
+            END
+            ORDER BY ord
+        )
+        FROM jsonb_array_elements(b.section_spec->'defaults') WITH ORDINALITY AS d(elem, ord)
+    )
+)
+WHERE b.slug IN ('hlc-letterhead', 'neutral', 'lg-duesseldorf', 'upc-formal')
+  AND b.section_spec ? 'defaults';

internal/db/migrations/162_firm_name_compositions.down.sql

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

internal/db/migrations/162_firm_name_compositions.up.sql

@@ -0,0 +1,31 @@
+-- Firm-wide default name compositions (t-paliad-356 Slice 5, PRD §3.2 / §8).
+--
+-- The firm tier of the name-composition precedence chain
+-- (per-document → user → FIRM → system). A single optional row holds the
+-- firm's house naming convention as a JSONB { artifact_id: Composition } map,
+-- validated by NameCompositionSpec exactly like the per-user
+-- users.name_compositions column (mig 160). Cleared → resolution falls through
+-- to the always-present code-resident system default.
+--
+-- Mirrors paliad.firm_dashboard_default (mig 117) exactly: single-row design
+-- via CHECK (id = 1), all authenticated users may SELECT (the render path
+-- reads it for every draft-name / filename), writes happen only under the
+-- service-role connection behind the admin HTTP gate.
+
+CREATE TABLE paliad.firm_name_compositions (
+    id                smallint    PRIMARY KEY DEFAULT 1 CHECK (id = 1),
+    compositions_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_name_compositions ENABLE ROW LEVEL SECURITY;
+
+-- All authenticated users can SELECT — the name-render path needs to read the
+-- firm default when composing any draft title / export filename. 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_name_compositions_read
+    ON paliad.firm_name_compositions FOR SELECT
+    USING (true);

internal/db/migrations/163_caption_wording_followup.down.sql

@@ -0,0 +1,40 @@
+-- Revert 163_caption_wording_followup (t-paliad-361). Restores the A-S2
+-- (post-mig-161 / mig-137) state for all three changes.
+
+-- ----------------------------------------------------------------
+-- Change 1 down — UPC appeal EN responding party back to 'Appellee'.
+-- ----------------------------------------------------------------
+
+UPDATE paliad.proceeding_types
+   SET role_reactive_label_en = 'Appellee'
+ WHERE code = 'upc.apl.unified'
+   AND role_reactive_label_en = 'Respondent';
+
+-- ----------------------------------------------------------------
+-- Change 2 down — drop the Streitpatent line from the upc-formal caption seed,
+--   restoring the verbatim post-mig-161 parametric seed.
+-- ----------------------------------------------------------------
+
+UPDATE paliad.submission_bases AS b
+SET section_spec = jsonb_set(b.section_spec, '{defaults}', (
+    SELECT jsonb_agg(
+        CASE WHEN elem->>'section_key' = 'caption'
+             THEN elem || jsonb_build_object(
+                 'seed_md_de', E'{{caption.heading_de}}\n\n**{{parties.claimant.0.name}}**\nvertreten durch {{parties.claimant.0.representative}}\n\n— {{caption.claimant_designation_de}} —\n\n{{caption.versus_de}}\n\n**{{parties.defendant.0.name}}**\nvertreten durch {{parties.defendant.0.representative}}\n\n— {{caption.defendant_designation_de}} —\n\nwegen {{caption.subject_de}}\n\nAktenzeichen: {{project.case_number}}\n{{project.court}}',
+                 'seed_md_en', E'{{caption.heading_en}}\n\n**{{parties.claimant.0.name}}**\nrepresented by {{parties.claimant.0.representative}}\n\n— {{caption.claimant_designation_en}} —\n\n{{caption.versus_en}}\n\n**{{parties.defendant.0.name}}**\nrepresented by {{parties.defendant.0.representative}}\n\n— {{caption.defendant_designation_en}} —\n\nre {{caption.subject_en}}\n\nCase number: {{project.case_number}}\n{{project.court}}')
+             ELSE elem END
+        ORDER BY ord)
+    FROM jsonb_array_elements(b.section_spec->'defaults') WITH ORDINALITY AS d(elem, ord)))
+WHERE b.slug = 'upc-formal' AND b.section_spec ? 'defaults';
+
+-- ----------------------------------------------------------------
+-- Change 3 down — clear the backfilled role labels (back to NULL, the
+--   pre-163 state for these four proceedings).
+-- ----------------------------------------------------------------
+
+UPDATE paliad.proceeding_types
+   SET role_proactive_label_de = NULL,
+       role_reactive_label_de  = NULL,
+       role_proactive_label_en = NULL,
+       role_reactive_label_en  = NULL
+ WHERE code IN ('de.inf.olg', 'de.inf.bgh', 'de.null.bpatg', 'de.null.bgh');

internal/db/migrations/163_caption_wording_followup.up.sql

@@ -0,0 +1,108 @@
+-- 163_caption_wording_followup — t-paliad-361, follow-up to t-paliad-358 A-S2.
+--
+-- m ruled on the 7 lexy-wording flags from A-S2 via AskUserQuestion
+-- (2026-06-01 14:30). Most flags CONFIRMED the live wording; three changes
+-- land here. All three are caption (Rubrum) wording and share this one
+-- reversible migration.
+--
+-- Change 1 — UPC appeal responding party (EN): 'Appellee' → 'Respondent'.
+--   m chose Respondent over Appellee. The only place 'Appellee' is stored is
+--   the mig-137 role-label override on upc.apl.unified (id=160, retired by
+--   mig 155 but kept as the canonical UPC-appeal role-label row). The caption
+--   resolver's instance-derived EN fallback already says 'Respondent'
+--   (submission_vars.go), so this fixes the wording at the data source rather
+--   than downstream. DE side (Berufungsbeklagter) is left untouched per m.
+--
+-- Change 2 — restore the standalone 'Streitpatent' / 'Patent in suit' line in
+--   the upc-formal Composer caption seed. A-S2 (mig 161) dropped it when it
+--   unified the caption onto the {{caption.*}} keys. m wants the patent-in-suit
+--   line back, but KEEPS the parametric 'In der Sache' heading (he did not
+--   revert that). Only the upc-formal base's caption seed is touched.
+--
+-- Change 3 — backfill role-label overrides for the four DE appeal/nullity
+--   proceedings that carry none (de.inf.olg, de.inf.bgh, de.null.bpatg,
+--   de.null.bgh). Without an override these fall to the instance-derived path,
+--   which is only correct when project.instance_level is set. The backfill
+--   makes the designations right regardless of instance_level. Wording is
+--   lexy-confirmed (statute-grounded: §§ 511, 542, 544 ZPO; §§ 81, 110 PatG),
+--   bracketed-inclusive gender style to match the A-S2-confirmed convention.
+--
+-- ADDITIVE / data-only. No schema changes. Reversible (see .down.sql).
+
+-- ----------------------------------------------------------------
+-- Change 1 — UPC appeal EN responding party: 'Appellee' → 'Respondent'.
+-- ----------------------------------------------------------------
+
+UPDATE paliad.proceeding_types
+   SET role_reactive_label_en = 'Respondent'
+ WHERE code = 'upc.apl.unified'
+   AND role_reactive_label_en = 'Appellee';
+
+-- ----------------------------------------------------------------
+-- Change 2 — restore the Streitpatent line in the upc-formal caption seed.
+--   Position-independent: rewrites only the section_key='caption' element of
+--   section_spec->'defaults', preserving order (WITH ORDINALITY) and every
+--   other field on the element (elem || patch). Keeps the parametric heading;
+--   re-adds 'Streitpatent: {{project.patent_number_upc}}' (DE) /
+--   'Patent in suit: {{...}}' (EN) grouped with the case number, ahead of the
+--   {{project.court}} line.
+-- ----------------------------------------------------------------
+
+UPDATE paliad.submission_bases AS b
+SET section_spec = jsonb_set(
+    b.section_spec,
+    '{defaults}',
+    (
+        SELECT jsonb_agg(
+            CASE WHEN elem->>'section_key' = 'caption'
+                 THEN elem || jsonb_build_object(
+                     'seed_md_de', E'{{caption.heading_de}}\n\n**{{parties.claimant.0.name}}**\nvertreten durch {{parties.claimant.0.representative}}\n\n— {{caption.claimant_designation_de}} —\n\n{{caption.versus_de}}\n\n**{{parties.defendant.0.name}}**\nvertreten durch {{parties.defendant.0.representative}}\n\n— {{caption.defendant_designation_de}} —\n\nwegen {{caption.subject_de}}\n\nAktenzeichen: {{project.case_number}}\nStreitpatent: {{project.patent_number_upc}}\n{{project.court}}',
+                     'seed_md_en', E'{{caption.heading_en}}\n\n**{{parties.claimant.0.name}}**\nrepresented by {{parties.claimant.0.representative}}\n\n— {{caption.claimant_designation_en}} —\n\n{{caption.versus_en}}\n\n**{{parties.defendant.0.name}}**\nrepresented by {{parties.defendant.0.representative}}\n\n— {{caption.defendant_designation_en}} —\n\nre {{caption.subject_en}}\n\nCase number: {{project.case_number}}\nPatent in suit: {{project.patent_number_upc}}\n{{project.court}}')
+                 ELSE elem
+            END
+            ORDER BY ord
+        )
+        FROM jsonb_array_elements(b.section_spec->'defaults') WITH ORDINALITY AS d(elem, ord)
+    )
+)
+WHERE b.slug = 'upc-formal'
+  AND b.section_spec ? 'defaults';
+
+-- ----------------------------------------------------------------
+-- Change 3 — backfill lexy-confirmed role labels for the four DE
+--   appeal/nullity proceedings (mig-137 mechanism). Bracketed-inclusive
+--   gender style; EN equivalents.
+--
+--   de.inf.olg   Berufungskläger(in) / Berufungsbeklagte(r)            // Appellant / Respondent          (§ 511 ZPO Berufung)
+--   de.inf.bgh   Revisionskläger(in) / Revisionsbeklagte(r)            // Appellant / Respondent          (§§ 542/544 ZPO; Revision as default over NZB)
+--   de.null.bpatg Nichtigkeitskläger(in) / Beklagte(r) (Patentinhaber(in)) // Nullity claimant / Defendant (patent proprietor)  (§ 81 PatG)
+--   de.null.bgh  Berufungskläger(in) / Berufungsbeklagte(r)            // Appellant / Respondent          (§ 110 PatG, post-2009 Berufung)
+-- ----------------------------------------------------------------
+
+UPDATE paliad.proceeding_types
+   SET role_proactive_label_de = 'Berufungskläger(in)',
+       role_reactive_label_de  = 'Berufungsbeklagte(r)',
+       role_proactive_label_en = 'Appellant',
+       role_reactive_label_en  = 'Respondent'
+ WHERE code = 'de.inf.olg';
+
+UPDATE paliad.proceeding_types
+   SET role_proactive_label_de = 'Revisionskläger(in)',
+       role_reactive_label_de  = 'Revisionsbeklagte(r)',
+       role_proactive_label_en = 'Appellant',
+       role_reactive_label_en  = 'Respondent'
+ WHERE code = 'de.inf.bgh';
+
+UPDATE paliad.proceeding_types
+   SET role_proactive_label_de = 'Nichtigkeitskläger(in)',
+       role_reactive_label_de  = 'Beklagte(r) (Patentinhaber(in))',
+       role_proactive_label_en = 'Nullity claimant',
+       role_reactive_label_en  = 'Defendant (patent proprietor)'
+ WHERE code = 'de.null.bpatg';
+
+UPDATE paliad.proceeding_types
+   SET role_proactive_label_de = 'Berufungskläger(in)',
+       role_reactive_label_de  = 'Berufungsbeklagte(r)',
+       role_proactive_label_en = 'Appellant',
+       role_reactive_label_en  = 'Respondent'
+ WHERE code = 'de.null.bgh';

internal/handlers/builder_search.go

@@ -0,0 +1,199 @@
+package handlers
+
+import (
+	"net/http"
+	"strconv"
+	"strings"
+
+	"github.com/google/uuid"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+// t-paliad-346 / m/paliad#153 B3 — universal search for the Litigation
+// Builder. Returns events + scenarios + projects (Akten) keyed by type
+// so the search dropdown can render typed result groups.
+//
+// GET /api/builder/search?q=<term>&limit=<n>
+//
+// Response shape:
+//
+//	{
+//	  "query":     "<echoed q>",
+//	  "events":    [ EventSearchHit, ... ],   // anchor_rule_id + proceeding_type embedded
+//	  "scenarios": [ { id, name, status, updated_at }, ... ],
+//	  "projects":  [ { id, title, type, reference, case_number, matter_number, client_number }, ... ],
+//	  "counts":    { "events": N, "scenarios": M, "projects": K }
+//	}
+//
+// Each group is independently capped (default 8 events / 5 scenarios /
+// 5 projects, max 30 per group). Missing services degrade gracefully —
+// an unavailable group is returned as an empty array, not an error,
+// so a knowledge-only deploy (DATABASE_URL unset) can still serve a
+// best-effort empty response shape rather than a 503 wall.
+
+type builderSearchScenarioHit struct {
+	ID        uuid.UUID `json:"id"`
+	Name      string    `json:"name"`
+	Status    string    `json:"status"`
+	UpdatedAt string    `json:"updated_at"`
+}
+
+type builderSearchProjectHit struct {
+	ID            uuid.UUID `json:"id"`
+	Type          string    `json:"type"`
+	Title         string    `json:"title"`
+	Reference     *string   `json:"reference,omitempty"`
+	CaseNumber    *string   `json:"case_number,omitempty"`
+	MatterNumber  *string   `json:"matter_number,omitempty"`
+	ClientNumber  *string   `json:"client_number,omitempty"`
+}
+
+type builderSearchResponse struct {
+	Query     string                       `json:"query"`
+	Events    []services.EventSearchHit    `json:"events"`
+	Scenarios []builderSearchScenarioHit   `json:"scenarios"`
+	Projects  []builderSearchProjectHit    `json:"projects"`
+	Counts    builderSearchCounts          `json:"counts"`
+}
+
+type builderSearchCounts struct {
+	Events    int `json:"events"`
+	Scenarios int `json:"scenarios"`
+	Projects  int `json:"projects"`
+}
+
+// handleBuilderSearch — GET /api/builder/search?q=<term>&limit=<n>
+//
+// Auth required. Returns 200 with empty groups when q is empty (matches
+// the fristenrechner search ergonomic — frontend can boot without a
+// pre-flight round trip).
+func handleBuilderSearch(w http.ResponseWriter, r *http.Request) {
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+
+	q := strings.TrimSpace(r.URL.Query().Get("q"))
+	perGroupLimit := parseBuilderSearchLimit(r.URL.Query().Get("limit"))
+
+	resp := builderSearchResponse{
+		Query:     q,
+		Events:    []services.EventSearchHit{},
+		Scenarios: []builderSearchScenarioHit{},
+		Projects:  []builderSearchProjectHit{},
+	}
+
+	if q == "" {
+		// Match fristenrechner search: empty query → empty groups, not 400.
+		writeJSON(w, http.StatusOK, resp)
+		return
+	}
+
+	ctx := r.Context()
+
+	// Events: reuse the SearchEvents shape so anchor_rule_id +
+	// proceeding_type travel with each hit. UPC v1 (PRD §0.4) — the
+	// jurisdiction filter pins the corpus the builder serves today.
+	if dbSvc != nil && dbSvc.deadlineSearch != nil {
+		eventsResp, err := dbSvc.deadlineSearch.SearchEvents(ctx, q, services.EventSearchOptions{
+			Jurisdiction: "UPC",
+			Limit:        perGroupLimit.events,
+		})
+		if err == nil && eventsResp != nil {
+			resp.Events = eventsResp.Events
+		}
+	}
+
+	// Scenarios: caller's own scenarios filtered by ILIKE on name.
+	// Borrows ListMyScenarios + filters in-memory; the list endpoint
+	// already caps at the small per-user fan-out and there's no index
+	// on (owner_id, name) yet — in-memory filter is cheap at 10s-of-
+	// rows scale.
+	if dbSvc != nil && dbSvc.scenarioBuilder != nil {
+		scenarios, err := dbSvc.scenarioBuilder.ListMyScenarios(ctx, uid, "active")
+		if err == nil {
+			needle := strings.ToLower(q)
+			hits := []builderSearchScenarioHit{}
+			for _, sc := range scenarios {
+				if !strings.Contains(strings.ToLower(sc.Name), needle) {
+					continue
+				}
+				hits = append(hits, builderSearchScenarioHit{
+					ID:        sc.ID,
+					Name:      sc.Name,
+					Status:    sc.Status,
+					UpdatedAt: sc.UpdatedAt.Format("2006-01-02T15:04:05Z07:00"),
+				})
+				if len(hits) >= perGroupLimit.scenarios {
+					break
+				}
+			}
+			resp.Scenarios = hits
+		}
+	}
+
+	// Projects (Akten): visible projects filtered by trigram/ILIKE on
+	// title, reference, client_number, matter_number. ProjectService.List
+	// already applies team-based RLS via visibilityPredicate.
+	if dbSvc != nil && dbSvc.projects != nil {
+		projects, err := dbSvc.projects.List(ctx, uid, services.ProjectFilter{
+			Search: q,
+		})
+		if err == nil {
+			hits := make([]builderSearchProjectHit, 0, len(projects))
+			for _, p := range projects {
+				hits = append(hits, builderSearchProjectHit{
+					ID:           p.ID,
+					Type:         p.Type,
+					Title:        p.Title,
+					Reference:    p.Reference,
+					CaseNumber:   p.CaseNumber,
+					MatterNumber: p.MatterNumber,
+					ClientNumber: p.ClientNumber,
+				})
+				if len(hits) >= perGroupLimit.projects {
+					break
+				}
+			}
+			resp.Projects = hits
+		}
+	}
+
+	resp.Counts = builderSearchCounts{
+		Events:    len(resp.Events),
+		Scenarios: len(resp.Scenarios),
+		Projects:  len(resp.Projects),
+	}
+	writeJSON(w, http.StatusOK, resp)
+}
+
+type builderSearchPerGroup struct {
+	events    int
+	scenarios int
+	projects  int
+}
+
+// parseBuilderSearchLimit reads ?limit=<n> as a hint for the events
+// group (largest expected hit count). Scenarios + projects use smaller
+// caps because their drop-down rows are visually heavier. The shared
+// caller-supplied bound is interpreted as the events cap; scenarios
+// and projects are derived from it.
+func parseBuilderSearchLimit(raw string) builderSearchPerGroup {
+	def := builderSearchPerGroup{events: 8, scenarios: 5, projects: 5}
+	if raw == "" {
+		return def
+	}
+	n, err := strconv.Atoi(raw)
+	if err != nil || n <= 0 {
+		return def
+	}
+	if n > 30 {
+		n = 30
+	}
+	return builderSearchPerGroup{
+		events:    n,
+		scenarios: max(1, n/2),
+		projects:  max(1, n/2),
+	}
+}

internal/handlers/docforge_variables.go

@@ -0,0 +1,48 @@
+package handlers
+
+// docforge variable catalogue handler (t-paliad-349 slice 5).
+//
+// Endpoint: GET /api/docforge/variables → the full variable catalogue
+// (key + bilingual label + namespace group) the sidebar form and the
+// authoring palette render. The catalogue is the Go-side single source of
+// truth, built from the submission resolvers' Keys(); it replaces the
+// duplicated TS VARIABLE_LABELS table so labels can't drift between the
+// resolver that produces a value and the form that labels it.
+//
+// Static — no DB call, no per-user state. Auth-gated only (anonymous 401);
+// the catalogue is the same for every authenticated user.
+
+import (
+	"net/http"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+type docforgeVariablesResponse struct {
+	Variables []variableEntry `json:"variables"`
+}
+
+type variableEntry struct {
+	Key     string `json:"key"`
+	LabelDE string `json:"label_de"`
+	LabelEN string `json:"label_en"`
+	Group   string `json:"group"`
+}
+
+// handleDocforgeVariables backs GET /api/docforge/variables.
+func handleDocforgeVariables(w http.ResponseWriter, r *http.Request) {
+	if _, ok := requireUser(w, r); !ok {
+		return
+	}
+	cat := services.SubmissionVariableCatalogue()
+	out := make([]variableEntry, 0, len(cat))
+	for _, e := range cat {
+		out = append(out, variableEntry{
+			Key:     e.Key,
+			LabelDE: e.LabelDE,
+			LabelEN: e.LabelEN,
+			Group:   e.Group,
+		})
+	}
+	writeJSON(w, http.StatusOK, docforgeVariablesResponse{Variables: out})
+}

internal/handlers/fristenrechner.go

@@ -91,6 +91,19 @@ func handleFristenrechnerAPI(w http.ResponseWriter, r *http.Request) {
 		// slugs are silently dropped (no filter) so a stale frontend
 		// chip doesn't 400 the request.
 		AppealTarget string `json:"appealTarget,omitempty"`
+		// t-paliad-348 / yoUPC#178 — surface the engine's two new
+		// CalcOptions axes to the HTTP boundary:
+		//
+		//   IncludeOptional: when true, priority='optional' rules
+		//     surface on the timeline. Default false matches the
+		//     engine's default (mandatory backbone only).
+		//   TriggerEventAnchors: per-event-code anchor dates the
+		//     engine consults for rules carrying trigger_event_id.
+		//     When a rule's anchor is absent the engine renders the
+		//     rule as IsConditional rather than fabricating a date
+		//     off the proceeding's trigger date.
+		IncludeOptional     bool              `json:"includeOptional,omitempty"`
+		TriggerEventAnchors map[string]string `json:"triggerEventAnchors,omitempty"`
 	}
 	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
 		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "Ungültige Anfrage"})
@@ -130,15 +143,17 @@ func handleFristenrechnerAPI(w http.ResponseWriter, r *http.Request) {
 	}
 
 	resp, err := dbSvc.fristenrechner.Calculate(r.Context(), req.ProceedingType, req.TriggerDate, services.CalcOptions{
-		PriorityDateStr:  req.PriorityDate,
-		Flags:            req.Flags,
-		AnchorOverrides:  req.AnchorOverrides,
-		CourtID:          req.CourtID,
-		PerCardAppellant: addendum.PerCardAppellant,
-		SkipRules:        addendum.SkipRules,
-		IncludeCCRFor:    addendum.IncludeCCRFor,
-		IncludeHidden:    req.IncludeHidden,
-		AppealTarget:     req.AppealTarget,
+		PriorityDateStr:     req.PriorityDate,
+		Flags:               req.Flags,
+		AnchorOverrides:     req.AnchorOverrides,
+		CourtID:             req.CourtID,
+		PerCardAppellant:    addendum.PerCardAppellant,
+		SkipRules:           addendum.SkipRules,
+		IncludeCCRFor:       addendum.IncludeCCRFor,
+		IncludeHidden:       req.IncludeHidden,
+		AppealTarget:        req.AppealTarget,
+		IncludeOptional:     req.IncludeOptional,
+		TriggerEventAnchors: req.TriggerEventAnchors,
 	})
 	if err != nil {
 		if errors.Is(err, services.ErrUnknownProceedingType) {

internal/handlers/handlers.go

@@ -105,6 +105,11 @@ type Services struct {
 	// DashboardLayoutService.defaultLayout(). Nil-safe — falls back to
 	// the code-resident FactoryDefaultLayout.
 	FirmDashboardDefault *services.FirmDashboardDefaultService
+	// FirmNameComposition is the firm-wide default name-composition map
+	// (Slice 5). Admin-only writes; the render path reads it as the firm
+	// tier below a per-user override. Nil-safe — falls back to the
+	// code-resident system default.
+	FirmNameComposition *services.FirmNameCompositionService
 	Projection      *services.ProjectionService
 	Export          *services.ExportService
 
@@ -128,6 +133,10 @@ type Services struct {
 	// editor. Per Q2: paste sources only, no lineage on sections.
 	SubmissionBuildingBlock *services.BuildingBlockService
 
+	// t-paliad-349 docforge slice 4/6 — uploaded-template store backing
+	// the authoring surface.
+	TemplateStore *services.PgTemplateStore
+
 	// t-paliad-265 / m/paliad#96 — per-event-card optional choices on
 	// the Verfahrensablauf timeline.
 	EventChoice *services.EventChoiceService
@@ -207,6 +216,7 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 			cardLayout:      svc.CardLayout,
 			dashboardLayout: svc.DashboardLayout,
 			firmDashboardDefault: svc.FirmDashboardDefault,
+			firmNameComposition:  svc.FirmNameComposition,
 			projection:      svc.Projection,
 			export:          svc.Export,
 			backup:          svc.Backup,
@@ -215,6 +225,7 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 			submissionSection:       svc.SubmissionSection,
 			submissionComposer:      svc.SubmissionComposer,
 			submissionBuildingBlock: svc.SubmissionBuildingBlock,
+			templateStore:           svc.TemplateStore,
 			eventChoice:       svc.EventChoice,
 			scenario:          svc.Scenario,
 			scenarioFlags:     svc.ScenarioFlags,
@@ -455,6 +466,12 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 	// the sidebar picker. Wide-open SELECT (any authenticated user);
 	// admin mutations are not exposed yet (Slice C).
 	protected.HandleFunc("GET /api/submission-bases", handleListSubmissionBases)
+	// t-paliad-349 (m/paliad#157) docforge slice 5 — the variable
+	// catalogue (Go-side SSOT) the sidebar form + authoring palette read.
+	protected.HandleFunc("GET /api/docforge/variables", handleDocforgeVariables)
+	// t-paliad-349 slice 7 — firm-shared template picker list for
+	// generation (any authenticated lawyer; admin authoring stays gated).
+	protected.HandleFunc("GET /api/templates", handlePickerTemplates)
 	// t-paliad-313 (m/paliad#141) Composer Slice B — per-section PATCH
 	// for inline editor autosave. URL keyed on draft_id + section_id;
 	// owner-scoped via SubmissionDraftService.Get.
@@ -491,6 +508,15 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 	protected.HandleFunc("PUT /api/me/dashboard-layout", handlePutDashboardLayout)
 	protected.HandleFunc("POST /api/me/dashboard-layout/reset", handleResetDashboardLayout)
 	protected.HandleFunc("GET /api/dashboard-widget-catalog", handleGetWidgetCatalog)
+
+	// t-paliad-356 Slice 4 — per-user name-composition overrides (settings UX).
+	// Token-template shorthand per wired artifact; parse/validate/preview run
+	// server-side so the nomen engine stays the single source of truth.
+	protected.HandleFunc("GET /api/me/name-compositions", handleGetNameCompositions)
+	protected.HandleFunc("POST /api/me/name-compositions/preview", handlePreviewNameComposition)
+	protected.HandleFunc("PUT /api/me/name-compositions/{artifact_id}", handlePutNameComposition)
+	protected.HandleFunc("DELETE /api/me/name-compositions/{artifact_id}", handleDeleteNameComposition)
+
 	protected.HandleFunc("GET /api/projects/{id}/ancestors", handleListProjectAncestors)
 	protected.HandleFunc("GET /api/projects/{id}/parties", handleListParties)
 	protected.HandleFunc("POST /api/projects/{id}/parties", handleCreateParty)
@@ -527,6 +553,13 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 	// retires the legacy routes.
 	protected.HandleFunc("GET /api/builder/scenarios", handleBuilderScenariosList)
 	protected.HandleFunc("POST /api/builder/scenarios", handleBuilderScenarioCreate)
+	// m/paliad#153 B4 — Akte mode entry point. Creates a project-backed
+	// scenario from a paliad.projects row; subsequent edits dual-write
+	// through to paliad.deadlines + paliad.projects.scenario_flags.
+	protected.HandleFunc("POST /api/builder/scenarios/from-project", handleBuilderScenarioFromProject)
+	// m/paliad#153 B5 — "Geteilt mit mir" bucket. Literal segment wins
+	// over {id} in Go 1.22+ ServeMux precedence, so this never shadows GET .../{id}.
+	protected.HandleFunc("GET /api/builder/scenarios/shared", handleBuilderScenariosShared)
 	protected.HandleFunc("GET /api/builder/scenarios/{id}", handleBuilderScenarioGet)
 	protected.HandleFunc("PATCH /api/builder/scenarios/{id}", handleBuilderScenarioPatch)
 	protected.HandleFunc("POST /api/builder/scenarios/{id}/proceedings", handleBuilderProceedingCreate)
@@ -537,9 +570,13 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 	protected.HandleFunc("DELETE /api/builder/scenarios/{id}/events/{eid}", handleBuilderEventDelete)
 	protected.HandleFunc("POST /api/builder/scenarios/{id}/shares", handleBuilderShareCreate)
 	protected.HandleFunc("DELETE /api/builder/scenarios/{id}/shares/{sid}", handleBuilderShareDelete)
+	// m/paliad#153 B5 — transactional promote-to-project wizard commit.
+	protected.HandleFunc("POST /api/builder/scenarios/{id}/promote", handleBuilderScenarioPromote)
 	// m/paliad#153 B2 — read-only passthrough so the builder can render
 	// per-triplet flag toggles without a per-project round-trip.
 	protected.HandleFunc("GET /api/builder/scenario-flag-catalog", handleBuilderFlagCatalog)
+	// m/paliad#153 B3 — universal search (events + scenarios + projects).
+	protected.HandleFunc("GET /api/builder/search", handleBuilderSearch)
 	// Dev-only test route — gated to PaliadinOwnerEmail (m).
 	protected.HandleFunc("GET /dev/scenario-builder", handleBuilderDevTestPage)
 
@@ -741,6 +778,15 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 		protected.HandleFunc("GET /api/admin/backups/{id}", adminGate(users, handleAdminGetBackup))
 		protected.HandleFunc("GET /api/admin/backups/{id}/file", adminGate(users, handleAdminDownloadBackup))
 
+		// t-paliad-349 docforge slice 6 — template authoring surface
+		// (upload base .docx → place variable slots → save). Admin-only,
+		// firm-shared catalog like submission_bases.
+		protected.HandleFunc("GET /admin/templates", adminGate(users, gateOnboarded(handleTemplatesAuthoringPage)))
+		protected.HandleFunc("GET /api/admin/templates", adminGate(users, handleListTemplates))
+		protected.HandleFunc("POST /api/admin/templates", adminGate(users, handleUploadTemplate))
+		protected.HandleFunc("GET /api/admin/templates/{id}", adminGate(users, handleGetTemplateAuthoring))
+		protected.HandleFunc("POST /api/admin/templates/{id}/slots", adminGate(users, handlePlaceTemplateSlot))
+
 		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))
@@ -752,6 +798,13 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 		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))
+
+		// t-paliad-356 Slice 5 — firm-wide default name compositions. Admin
+		// sets the house naming convention (the firm tier below per-user
+		// overrides). Mirrors the firm-dashboard-default admin endpoints.
+		protected.HandleFunc("GET /api/admin/name-compositions", adminGate(users, handleGetFirmNameCompositions))
+		protected.HandleFunc("PUT /api/admin/name-compositions/{artifact_id}", adminGate(users, handlePutFirmNameComposition))
+		protected.HandleFunc("DELETE /api/admin/name-compositions/{artifact_id}", adminGate(users, handleDeleteFirmNameComposition))
 		protected.HandleFunc("POST /api/me/dashboard-layout/promote", adminGate(users, handlePromoteDashboardLayoutToFirmDefault))
 
 		// t-paliad-315 (m/paliad#141) Composer Slice C — admin building blocks editor.

internal/handlers/name_compositions.go

@@ -0,0 +1,325 @@
+package handlers
+
+// HTTP handlers for per-user name-composition overrides (t-paliad-356 Slice 4,
+// PRD §7). The /settings "Namensschemata" tab reads and writes a token-template
+// shorthand per wired artifact; these endpoints parse + validate + render
+// through the nomen engine (services), so the frontend never parses templates
+// itself.
+//
+//   GET    /api/me/name-compositions               → all artifact cards
+//   POST   /api/me/name-compositions/preview        → live preview + validation
+//   PUT    /api/me/name-compositions/{artifact_id}   → store an override
+//   DELETE /api/me/name-compositions/{artifact_id}   → reset to system default
+//
+// Storage reuses the Slice-3 service surface
+// (SubmissionDraftService.UserNameCompositions / SetUserNameCompositions): the
+// PUT/DELETE handlers read the full spec, mutate one artifact key, and write it
+// back. No new column, no migration.
+
+import (
+	"encoding/json"
+	"errors"
+	"net/http"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+// nameCompositionsService returns the wired SubmissionDraftService (the owner
+// of the name_compositions read/write path) or writes a 503 and returns nil.
+func nameCompositionsService(w http.ResponseWriter) *services.SubmissionDraftService {
+	if dbSvc.submissionDraft == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{"error": "name-composition service not configured"})
+		return nil
+	}
+	return dbSvc.submissionDraft
+}
+
+// firmNameCompositions loads the firm-wide default spec (empty when unset or
+// the firm service is unwired). Read on every card render so the effective
+// template reflects the firm tier.
+func firmNameCompositions(r *http.Request) services.NameCompositionSpec {
+	if dbSvc.firmNameComposition == nil {
+		return services.NameCompositionSpec{}
+	}
+	spec, _, err := dbSvc.firmNameComposition.Get(r.Context())
+	if err != nil {
+		return services.NameCompositionSpec{}
+	}
+	return spec
+}
+
+// GET /api/me/name-compositions — the caller's artifact cards with the
+// effective template (user override → firm default → system) per artifact,
+// palette, and live previews. is_admin tells the client whether to reveal the
+// firm-default admin controls.
+func handleGetNameCompositions(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	svc := nameCompositionsService(w)
+	if svc == nil {
+		return
+	}
+	overrides, err := svc.UserNameCompositions(r.Context(), uid)
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	firm := firmNameCompositions(r)
+	isAdmin := false
+	if dbSvc.users != nil {
+		isAdmin, _ = dbSvc.users.IsAdmin(r.Context(), uid)
+	}
+	writeJSON(w, http.StatusOK, map[string]any{
+		"artifacts": services.SettingsNameArtifacts(overrides, firm),
+		"is_admin":  isAdmin,
+	})
+}
+
+// POST /api/me/name-compositions/preview — render a candidate template against
+// the fixed sample without persisting it. Returns {ok:false, error} on a parse
+// or validation failure so the UI can show the error inline and disable Save.
+func handlePreviewNameComposition(w http.ResponseWriter, r *http.Request) {
+	if _, ok := requireUser(w, r); !ok {
+		return
+	}
+	var in struct {
+		ArtifactID string `json:"artifact_id"`
+		Template   string `json:"template"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&in); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON body"})
+		return
+	}
+	full, empty, err := services.PreviewNameComposition(in.ArtifactID, in.Template)
+	if err != nil {
+		// A bad template is expected user input, not a server error — return
+		// 200 with ok:false so the live-preview fetch path stays simple.
+		writeJSON(w, http.StatusOK, map[string]any{"ok": false, "error": err.Error()})
+		return
+	}
+	writeJSON(w, http.StatusOK, map[string]any{
+		"ok":            true,
+		"preview_full":  full,
+		"preview_empty": empty,
+	})
+}
+
+// PUT /api/me/name-compositions/{artifact_id} — validate the body template and
+// store it as the caller's override for that artifact. Returns the refreshed
+// card.
+func handlePutNameComposition(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	svc := nameCompositionsService(w)
+	if svc == nil {
+		return
+	}
+	artifactID := r.PathValue("artifact_id")
+	var in struct {
+		Template string `json:"template"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&in); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON body"})
+		return
+	}
+	comp, err := services.ParseNameTemplate(artifactID, in.Template)
+	if err != nil {
+		if errors.Is(err, services.ErrInvalidInput) {
+			writeJSON(w, http.StatusBadRequest, map[string]string{"error": err.Error()})
+			return
+		}
+		writeServiceError(w, err)
+		return
+	}
+	spec, err := svc.UserNameCompositions(r.Context(), uid)
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	if spec == nil {
+		spec = services.NameCompositionSpec{}
+	}
+	spec[artifactID] = comp
+	if err := svc.SetUserNameCompositions(r.Context(), uid, spec); err != nil {
+		if errors.Is(err, services.ErrInvalidInput) {
+			writeJSON(w, http.StatusBadRequest, map[string]string{"error": err.Error()})
+			return
+		}
+		writeServiceError(w, err)
+		return
+	}
+	view, _ := services.SettingsNameArtifact(artifactID, spec, firmNameCompositions(r))
+	writeJSON(w, http.StatusOK, view)
+}
+
+// DELETE /api/me/name-compositions/{artifact_id} — drop the caller's override
+// for that artifact; the artifact reverts to the system default. Returns the
+// refreshed card. Deleting an absent override is a no-op (still 200).
+func handleDeleteNameComposition(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	svc := nameCompositionsService(w)
+	if svc == nil {
+		return
+	}
+	artifactID := r.PathValue("artifact_id")
+	if _, ok := services.NameArtifact(artifactID); !ok {
+		writeJSON(w, http.StatusNotFound, map[string]string{"error": "unknown name artifact"})
+		return
+	}
+	spec, err := svc.UserNameCompositions(r.Context(), uid)
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	if _, present := spec[artifactID]; present {
+		delete(spec, artifactID)
+		if err := svc.SetUserNameCompositions(r.Context(), uid, spec); err != nil {
+			writeServiceError(w, err)
+			return
+		}
+	}
+	view, _ := services.SettingsNameArtifact(artifactID, spec, firmNameCompositions(r))
+	writeJSON(w, http.StatusOK, view)
+}
+
+// ---------------------------------------------------------------------------
+// Firm-wide default (admin) — t-paliad-356 Slice 5.
+//
+// Mirrors the firm_dashboard_default admin endpoints. All three sit behind the
+// adminGate in handlers.go. The firm default is the tier below a per-user
+// override and above the system default; setting/clearing it changes the
+// effective name for every user who has no personal override.
+//
+//   GET    /api/admin/name-compositions               → firm-tier cards
+//   PUT    /api/admin/name-compositions/{artifact_id}   → set firm default
+//   DELETE /api/admin/name-compositions/{artifact_id}   → clear firm default
+// ---------------------------------------------------------------------------
+
+// firmAdminService returns the wired FirmNameCompositionService or writes 503.
+func firmAdminService(w http.ResponseWriter) *services.FirmNameCompositionService {
+	if dbSvc.firmNameComposition == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{"error": "firm-name-composition service not configured"})
+		return nil
+	}
+	return dbSvc.firmNameComposition
+}
+
+// GET /api/admin/name-compositions — the firm-tier cards. Each card's
+// firm_is_set/firm_template reflects the firm default; the effective template
+// is computed with no user override (the admin views the firm tier, not their
+// personal one).
+func handleGetFirmNameCompositions(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	if firmAdminService(w) == nil {
+		return
+	}
+	writeJSON(w, http.StatusOK, map[string]any{
+		"artifacts": services.SettingsNameArtifacts(nil, firmNameCompositions(r)),
+	})
+}
+
+// PUT /api/admin/name-compositions/{artifact_id} — set the firm default for an
+// artifact from the body template. Returns the refreshed firm-tier card.
+func handlePutFirmNameComposition(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	svc := firmAdminService(w)
+	if svc == nil {
+		return
+	}
+	artifactID := r.PathValue("artifact_id")
+	var in struct {
+		Template string `json:"template"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&in); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON body"})
+		return
+	}
+	comp, err := services.ParseNameTemplate(artifactID, in.Template)
+	if err != nil {
+		if errors.Is(err, services.ErrInvalidInput) {
+			writeJSON(w, http.StatusBadRequest, map[string]string{"error": err.Error()})
+			return
+		}
+		writeServiceError(w, err)
+		return
+	}
+	spec, _, err := svc.Get(r.Context())
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	if spec == nil {
+		spec = services.NameCompositionSpec{}
+	}
+	spec[artifactID] = comp
+	if _, err := svc.Set(r.Context(), spec, uid); err != nil {
+		if errors.Is(err, services.ErrInvalidInput) {
+			writeJSON(w, http.StatusBadRequest, map[string]string{"error": err.Error()})
+			return
+		}
+		writeServiceError(w, err)
+		return
+	}
+	view, _ := services.SettingsNameArtifact(artifactID, nil, spec)
+	writeJSON(w, http.StatusOK, view)
+}
+
+// DELETE /api/admin/name-compositions/{artifact_id} — drop the firm default
+// for an artifact; it reverts to the system default for everyone without a
+// personal override. Returns the refreshed firm-tier card. No-op when absent.
+func handleDeleteFirmNameComposition(w http.ResponseWriter, r *http.Request) {
+	if !requireDB(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	svc := firmAdminService(w)
+	if svc == nil {
+		return
+	}
+	artifactID := r.PathValue("artifact_id")
+	if _, ok := services.NameArtifact(artifactID); !ok {
+		writeJSON(w, http.StatusNotFound, map[string]string{"error": "unknown name artifact"})
+		return
+	}
+	spec, _, err := svc.Get(r.Context())
+	if err != nil {
+		writeServiceError(w, err)
+		return
+	}
+	if _, present := spec[artifactID]; present {
+		delete(spec, artifactID)
+		if _, err := svc.Set(r.Context(), spec, uid); err != nil {
+			writeServiceError(w, err)
+			return
+		}
+	}
+	view, _ := services.SettingsNameArtifact(artifactID, nil, spec)
+	writeJSON(w, http.StatusOK, view)
+}

internal/handlers/projects.go

@@ -18,49 +18,53 @@ import (
 // dbServices bundles the Phase B services so handlers can stay thin.
 // Nil if DATABASE_URL was unset at startup.
 type dbServices struct {
-	projects       *services.ProjectService
-	team           *services.TeamService
-	partnerUnit    *services.PartnerUnitService
-	parties        *services.PartyService
-	deadline       *services.DeadlineService
-	appointment    *services.AppointmentService
-	caldav         *services.CalDAVService
-	caldavBindings *services.CalendarBindingService
-	rules          *services.DeadlineRuleService
-	calc           *services.DeadlineCalculator
-	users          *services.UserService
-	fristenrechner *services.FristenrechnerService
-	eventDeadline  *services.EventDeadlineService
-	eventTrigger   *services.EventTriggerService
-	ruleEditor     *services.RuleEditorService
-	deadlineSearch *services.DeadlineSearchService
-	eventCategory  *services.EventCategoryService
-	eventType      *services.EventTypeService
-	dashboard      *services.DashboardService
-	note           *services.NoteService
-	checklistInst      *services.ChecklistInstanceService
-	checklistCatalog   *services.ChecklistCatalogService
-	checklistTemplate  *services.ChecklistTemplateService
-	checklistShare     *services.ChecklistShareService
-	checklistPromotion *services.ChecklistPromotionService
-	mail           *services.MailService
-	invite         *services.InviteService
-	agenda         *services.AgendaService
-	audit          *services.AuditService
-	emailTemplate  *services.EmailTemplateService
-	link           *services.LinkService
-	event          *services.EventService
-	courts         *services.CourtService
-	approval       *services.ApprovalService
-	derivation     *services.DerivationService
-	userView       *services.UserViewService
-	broadcast      *services.BroadcastService
-	pin            *services.PinService
-	cardLayout     *services.CardLayoutService
-	dashboardLayout *services.DashboardLayoutService
+	projects             *services.ProjectService
+	team                 *services.TeamService
+	partnerUnit          *services.PartnerUnitService
+	parties              *services.PartyService
+	deadline             *services.DeadlineService
+	appointment          *services.AppointmentService
+	caldav               *services.CalDAVService
+	caldavBindings       *services.CalendarBindingService
+	rules                *services.DeadlineRuleService
+	calc                 *services.DeadlineCalculator
+	users                *services.UserService
+	fristenrechner       *services.FristenrechnerService
+	eventDeadline        *services.EventDeadlineService
+	eventTrigger         *services.EventTriggerService
+	ruleEditor           *services.RuleEditorService
+	deadlineSearch       *services.DeadlineSearchService
+	eventCategory        *services.EventCategoryService
+	eventType            *services.EventTypeService
+	dashboard            *services.DashboardService
+	note                 *services.NoteService
+	checklistInst        *services.ChecklistInstanceService
+	checklistCatalog     *services.ChecklistCatalogService
+	checklistTemplate    *services.ChecklistTemplateService
+	checklistShare       *services.ChecklistShareService
+	checklistPromotion   *services.ChecklistPromotionService
+	mail                 *services.MailService
+	invite               *services.InviteService
+	agenda               *services.AgendaService
+	audit                *services.AuditService
+	emailTemplate        *services.EmailTemplateService
+	link                 *services.LinkService
+	event                *services.EventService
+	courts               *services.CourtService
+	approval             *services.ApprovalService
+	derivation           *services.DerivationService
+	userView             *services.UserViewService
+	broadcast            *services.BroadcastService
+	pin                  *services.PinService
+	cardLayout           *services.CardLayoutService
+	dashboardLayout      *services.DashboardLayoutService
 	firmDashboardDefault *services.FirmDashboardDefaultService
-	projection     *services.ProjectionService
-	export         *services.ExportService
+	// t-paliad-356 Slice 5 — firm-wide default name compositions (the firm
+	// tier of the name-composition precedence chain). Nil-safe: the render
+	// path falls through to user override / system default.
+	firmNameComposition *services.FirmNameCompositionService
+	projection          *services.ProjectionService
+	export              *services.ExportService
 
 	// t-paliad-246 — Backup Mode orchestrator. Nil when DATABASE_URL or
 	// PALIAD_EXPORT_DIR is unset (the /admin/backups routes return 503).
@@ -77,6 +81,9 @@ type dbServices struct {
 	submissionComposer      *services.SubmissionComposer
 	submissionBuildingBlock *services.BuildingBlockService
 
+	// t-paliad-349 docforge slice 4/6 — uploaded-template store.
+	templateStore *services.PgTemplateStore
+
 	// t-paliad-265 — per-event-card optional choices.
 	eventChoice *services.EventChoiceService
 
@@ -403,12 +410,13 @@ func handleListProjectChildren(w http.ResponseWriter, r *http.Request) {
 // render the full hierarchy in one round-trip. Visibility-scoped.
 //
 // 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,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)
+//
+//	?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,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)
 //
 // Zero query string preserves the legacy behaviour for back-compat (existing
 // callers that just want every visible project).

internal/handlers/scenario_builder.go

@@ -52,6 +52,51 @@ func writeBuilderError(w http.ResponseWriter, err error) {
 	writeJSON(w, status, map[string]string{"error": msg})
 }
 
+// ---------------------------------------------------------------------------
+// Akte mode (B4, t-paliad-347)
+// ---------------------------------------------------------------------------
+
+// handleBuilderScenarioFromProject — POST /api/builder/scenarios/from-project
+//
+// Body: {"project_id": "<uuid>"}
+//
+// Creates a fresh project-backed scenario by snapshotting the project's
+// proceeding_type_id + our_side + scenario_flags into one top-level
+// triplet, and seeds scenario_events from every existing
+// paliad.deadlines row tied to a sequencing_rule. The new scenario's
+// origin_project_id pins the Akte link so subsequent edits dual-write
+// through to paliad.deadlines + paliad.projects.scenario_flags (PRD §2.3).
+//
+// Visibility: caller must be able to see the project. Bad input
+// (missing proceeding_type_id, invisible project) returns 400 / 404
+// via the standard service-error mapping.
+func handleBuilderScenarioFromProject(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	var body struct {
+		ProjectID uuid.UUID `json:"project_id"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&body); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	if body.ProjectID == uuid.Nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "project_id ist erforderlich"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.CreateScenarioFromProject(r.Context(), uid, body.ProjectID)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, out)
+}
+
 // ---------------------------------------------------------------------------
 // Scenario CRUD
 // ---------------------------------------------------------------------------
@@ -388,6 +433,62 @@ func handleBuilderShareDelete(w http.ResponseWriter, r *http.Request) {
 	w.WriteHeader(http.StatusNoContent)
 }
 
+// ---------------------------------------------------------------------------
+// Shared-with-me + Promote (B5, m/paliad#153)
+// ---------------------------------------------------------------------------
+
+// handleBuilderScenariosShared — GET /api/builder/scenarios/shared
+//
+// Lists scenarios shared read-only with the caller (the "Geteilt mit mir"
+// side-panel bucket, PRD §2.5). The caller's own scenarios are excluded.
+func handleBuilderScenariosShared(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.ListSharedWithMe(r.Context(), uid)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, out)
+}
+
+// handleBuilderScenarioPromote — POST /api/builder/scenarios/{id}/promote
+//
+// Body: PromoteScenarioInput (wizard steps 2 + 3). Promotes the scenario
+// into a real paliad.projects 'case' row transactionally (PRD §10 — no
+// partial promotions) and returns PromoteResult with the new project id
+// the wizard navigates to (/projects/{project_id}).
+func handleBuilderScenarioPromote(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	sid, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Szenario-ID"})
+		return
+	}
+	var input services.PromoteScenarioInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.PromoteScenario(r.Context(), uid, sid, input)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, out)
+}
+
 // ---------------------------------------------------------------------------
 // Scenario flag catalog passthrough (m/paliad#153 B2)
 // ---------------------------------------------------------------------------

internal/handlers/submission_drafts.go

@@ -30,6 +30,8 @@ package handlers
 
 import (
 	"context"
+	"crypto/sha256"
+	"encoding/hex"
 	"encoding/json"
 	"errors"
 	"fmt"
@@ -44,6 +46,8 @@ import (
 
 	"mgit.msbls.de/m/paliad/internal/models"
 	"mgit.msbls.de/m/paliad/internal/services"
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+	"mgit.msbls.de/m/paliad/pkg/docforge/docx"
 )
 
 // submissionDraftPreviewTimeout caps a single preview round-trip.
@@ -115,10 +119,14 @@ type submissionDraftJSON struct {
 	// pre-Composer drafts; the editor sidebar surfaces this in the
 	// base picker. PATCH accepts {"base_id": "<uuid>"} or
 	// {"base_id": null} to set or clear.
-	BaseID       *uuid.UUID     `json:"base_id"`
-	ComposerMeta map[string]any `json:"composer_meta"`
-	CreatedAt    time.Time      `json:"created_at"`
-	UpdatedAt    time.Time      `json:"updated_at"`
+	BaseID *uuid.UUID `json:"base_id"`
+	// TemplateVersionID — pinned uploaded docforge template version
+	// (t-paliad-349 slice 7). NULL = base_id/v1 path. The editor's picker
+	// surfaces this; PATCH accepts {"template_version_id": "<uuid>"} | null.
+	TemplateVersionID *uuid.UUID     `json:"template_version_id"`
+	ComposerMeta      map[string]any `json:"composer_meta"`
+	CreatedAt         time.Time      `json:"created_at"`
+	UpdatedAt         time.Time      `json:"updated_at"`
 }
 
 // submissionSectionJSON is the on-the-wire row for each per-draft
@@ -126,15 +134,15 @@ type submissionDraftJSON struct {
 // section stack but doesn't yet edit prose. Slice B makes content_md_*
 // editable + adds the PATCH endpoint.
 type submissionSectionJSON struct {
-	ID           uuid.UUID `json:"id"`
-	SectionKey   string    `json:"section_key"`
-	OrderIndex   int       `json:"order_index"`
-	Kind         string    `json:"kind"`
-	LabelDE      string    `json:"label_de"`
-	LabelEN      string    `json:"label_en"`
-	Included     bool      `json:"included"`
-	ContentMDDE  string    `json:"content_md_de"`
-	ContentMDEN  string    `json:"content_md_en"`
+	ID          uuid.UUID `json:"id"`
+	SectionKey  string    `json:"section_key"`
+	OrderIndex  int       `json:"order_index"`
+	Kind        string    `json:"kind"`
+	LabelDE     string    `json:"label_de"`
+	LabelEN     string    `json:"label_en"`
+	Included    bool      `json:"included"`
+	ContentMDDE string    `json:"content_md_de"`
+	ContentMDEN string    `json:"content_md_en"`
 }
 
 type submissionRuleSummary struct {
@@ -170,6 +178,16 @@ type submissionDraftPatchInput struct {
 	// admin-recovery flows).
 	BaseID    *uuid.UUID `json:"base_id,omitempty"`
 	BaseIDSet bool       `json:"-"`
+	// TemplateVersionID pins an uploaded docforge template version
+	// (t-paliad-349 slice 7). Same three-state presence contract as
+	// base_id: absent = no change, uuid = pin, null = clear.
+	TemplateVersionID    *uuid.UUID `json:"template_version_id,omitempty"`
+	TemplateVersionIDSet bool       `json:"-"`
+	// FilenameKeyword overrides the leading keyword of the exported
+	// document name (t-paliad-354). Absent = no change; "" = clear back
+	// to the auto-derived rule name; "x" = set. Persisted in
+	// composer_meta.filename_keyword.
+	FilenameKeyword *string `json:"filename_keyword,omitempty"`
 }
 
 // UnmarshalJSON on submissionDraftPatchInput sets BaseIDSet=true if
@@ -193,6 +211,9 @@ func (p *submissionDraftPatchInput) UnmarshalJSON(data []byte) error {
 	if _, ok := raw["base_id"]; ok {
 		p.BaseIDSet = true
 	}
+	if _, ok := raw["template_version_id"]; ok {
+		p.TemplateVersionIDSet = true
+	}
 	return nil
 }
 
@@ -433,10 +454,17 @@ func handlePatchSubmissionDraft(w http.ResponseWriter, r *http.Request) {
 		Variables:       input.Variables,
 		SelectedParties: input.SelectedParties,
 		Language:        input.Language,
+		FilenameKeyword: input.FilenameKeyword,
 	}
 	if input.BaseIDSet {
 		patch.BaseID = &input.BaseID
 	}
+	if input.TemplateVersionIDSet {
+		if !validateTemplateVersionPin(w, r.Context(), input.TemplateVersionID) {
+			return
+		}
+		patch.TemplateVersionID = &input.TemplateVersionID
+	}
 	d, err := dbSvc.submissionDraft.Update(r.Context(), uid, draftID, patch)
 	if err != nil {
 		writeSubmissionDraftServiceError(w, err)
@@ -517,7 +545,7 @@ func handlePreviewSubmissionDraft(w http.ResponseWriter, r *http.Request) {
 		writeSubmissionDraftServiceError(w, err)
 		return
 	}
-	tplBytes, _, _, err := resolveSubmissionTemplate(ctx, d.SubmissionCode, d.Language)
+	tplBytes, err := previewTemplateBytes(ctx, d)
 	if err != nil {
 		log.Printf("submission_drafts: template fetch (draft=%s): %v", draftID, err)
 		writeJSON(w, http.StatusBadGateway, map[string]string{"error": "template upstream unreachable"})
@@ -573,7 +601,7 @@ func handleExportSubmissionDraft(w http.ResponseWriter, r *http.Request) {
 		return
 	}
 
-	filename := submissionFileName(resolved.Rule, resolved.Project, resolved.Lang)
+	filename := submissionDownloadFilename(ctx, uid, resolved.Rule, resolved.Project, resolved.Lang, submissionFilenameKeyword(d))
 
 	// Audit + provenance updates are best-effort on a background
 	// context so the download still succeeds if the DB races.
@@ -597,6 +625,48 @@ func handleExportSubmissionDraft(w http.ResponseWriter, r *http.Request) {
 	}
 }
 
+// validateTemplateVersionPin checks that a non-nil template-version pin
+// refers to an existing version (404 otherwise), so a PATCH can't bind a
+// draft to a vanished template. A nil pin (clear) is always valid. Returns
+// true when the patch may proceed; writes the error response otherwise.
+func validateTemplateVersionPin(w http.ResponseWriter, ctx context.Context, pin *uuid.UUID) bool {
+	if pin == nil {
+		return true
+	}
+	if dbSvc.templateStore == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{"error": "template store not configured"})
+		return false
+	}
+	if _, err := dbSvc.templateStore.GetVersion(ctx, pin.String()); err != nil {
+		if errors.Is(err, docforge.ErrTemplateNotFound) {
+			writeJSON(w, http.StatusNotFound, map[string]string{"error": "template version not found"})
+		} else {
+			writeServiceError(w, err)
+		}
+		return false
+	}
+	return true
+}
+
+// previewTemplateBytes returns the carrier bytes to render a draft's
+// preview: the pinned uploaded-template version's carrier when set
+// (t-paliad-349 slice 7), otherwise the resolved upstream submission
+// template (v1/legacy path). A missing pinned version falls through to the
+// upstream resolution rather than failing.
+func previewTemplateBytes(ctx context.Context, d *services.SubmissionDraft) ([]byte, error) {
+	if d.TemplateVersionID != nil && dbSvc.templateStore != nil {
+		tmpl, err := dbSvc.templateStore.GetVersion(ctx, d.TemplateVersionID.String())
+		if err == nil {
+			return tmpl.CarrierBytes, nil
+		}
+		if !errors.Is(err, docforge.ErrTemplateNotFound) {
+			return nil, err
+		}
+	}
+	b, _, _, err := resolveSubmissionTemplate(ctx, d.SubmissionCode, d.Language)
+	return b, err
+}
+
 // exportSubmissionDraft is the shared render entry point used by both
 // the project-scoped and global export handlers (t-paliad-313 Slice B).
 // Branches on draft.BaseID: if set AND the base + bytes resolve, the
@@ -607,6 +677,27 @@ func handleExportSubmissionDraft(w http.ResponseWriter, r *http.Request) {
 //
 // Returns (bytes, resolved-bag, templateSHA, composerUsed, err).
 func exportSubmissionDraft(ctx context.Context, d *services.SubmissionDraft) ([]byte, *services.SubmissionVarsResult, string, bool, error) {
+	// t-paliad-349 slice 7 — uploaded-template path, checked first. The
+	// pinned version's carrier already carries {{slots}}; Export resolves
+	// the bag + substitutes them via the same renderer the v1 path uses
+	// (no Composer/sections — the uploaded doc IS the document). A missing
+	// pinned version falls through to the base_id / v1 paths.
+	if d.TemplateVersionID != nil && dbSvc.templateStore != nil {
+		tmpl, err := dbSvc.templateStore.GetVersion(ctx, d.TemplateVersionID.String())
+		switch {
+		case err == nil:
+			docx, resolved, rerr := dbSvc.submissionDraft.Export(ctx, d, tmpl.CarrierBytes)
+			if rerr != nil {
+				return nil, nil, "", false, fmt.Errorf("render: %w", rerr)
+			}
+			return docx, resolved, "", false, nil
+		case errors.Is(err, docforge.ErrTemplateNotFound):
+			log.Printf("submission_drafts: pinned template version missing (draft=%s version=%s) — falling back", d.ID, *d.TemplateVersionID)
+		default:
+			return nil, nil, "", false, fmt.Errorf("template version lookup: %w", err)
+		}
+	}
+
 	if d.BaseID != nil && dbSvc.submissionBase != nil && dbSvc.submissionSection != nil && dbSvc.submissionComposer != nil {
 		base, err := dbSvc.submissionBase.GetByID(ctx, *d.BaseID)
 		switch {
@@ -853,16 +944,26 @@ type globalDraftPatchInput struct {
 	// by UnmarshalJSON. t-paliad-313 Composer Slice A.
 	BaseID         *uuid.UUID `json:"base_id,omitempty"`
 	baseIDProvided bool
+	// TemplateVersionID + provided flag — uploaded-template pin
+	// (t-paliad-349 slice 7), same present/absent contract as base_id.
+	TemplateVersionID         *uuid.UUID `json:"template_version_id,omitempty"`
+	templateVersionIDProvided bool
+	// FilenameKeyword overrides the leading keyword of the exported
+	// document name (t-paliad-354). Absent = no change; "" = clear; "x" =
+	// set. Persisted in composer_meta.filename_keyword.
+	FilenameKeyword *string `json:"filename_keyword,omitempty"`
 }
 
 func (g *globalDraftPatchInput) UnmarshalJSON(data []byte) error {
 	type alias struct {
-		Name            *string                  `json:"name,omitempty"`
-		Variables       *services.PlaceholderMap `json:"variables,omitempty"`
-		Language        *string                  `json:"language,omitempty"`
-		ProjectID       *uuid.UUID               `json:"project_id,omitempty"`
-		SelectedParties *[]uuid.UUID             `json:"selected_parties,omitempty"`
-		BaseID          *uuid.UUID               `json:"base_id,omitempty"`
+		Name              *string                  `json:"name,omitempty"`
+		Variables         *services.PlaceholderMap `json:"variables,omitempty"`
+		Language          *string                  `json:"language,omitempty"`
+		ProjectID         *uuid.UUID               `json:"project_id,omitempty"`
+		SelectedParties   *[]uuid.UUID             `json:"selected_parties,omitempty"`
+		BaseID            *uuid.UUID               `json:"base_id,omitempty"`
+		TemplateVersionID *uuid.UUID               `json:"template_version_id,omitempty"`
+		FilenameKeyword   *string                  `json:"filename_keyword,omitempty"`
 	}
 	var a alias
 	if err := json.Unmarshal(data, &a); err != nil {
@@ -874,14 +975,17 @@ func (g *globalDraftPatchInput) UnmarshalJSON(data []byte) error {
 	g.ProjectID = a.ProjectID
 	g.SelectedParties = a.SelectedParties
 	g.BaseID = a.BaseID
-	// Detect whether "project_id" / "base_id" were present in the JSON
-	// object.
+	g.TemplateVersionID = a.TemplateVersionID
+	g.FilenameKeyword = a.FilenameKeyword
+	// Detect whether "project_id" / "base_id" / "template_version_id" were
+	// present in the JSON object.
 	var raw map[string]json.RawMessage
 	if err := json.Unmarshal(data, &raw); err != nil {
 		return err
 	}
 	_, g.projectIDProvided = raw["project_id"]
 	_, g.baseIDProvided = raw["base_id"]
+	_, g.templateVersionIDProvided = raw["template_version_id"]
 	return nil
 }
 
@@ -917,6 +1021,7 @@ func handleGlobalPatchSubmissionDraft(w http.ResponseWriter, r *http.Request) {
 		Variables:       in.Variables,
 		SelectedParties: in.SelectedParties,
 		Language:        in.Language,
+		FilenameKeyword: in.FilenameKeyword,
 	}
 	if in.projectIDProvided {
 		pid := in.ProjectID // may be nil → detach
@@ -926,6 +1031,13 @@ func handleGlobalPatchSubmissionDraft(w http.ResponseWriter, r *http.Request) {
 		bid := in.BaseID // may be nil → clear
 		patch.BaseID = &bid
 	}
+	if in.templateVersionIDProvided {
+		if !validateTemplateVersionPin(w, r.Context(), in.TemplateVersionID) {
+			return
+		}
+		tv := in.TemplateVersionID // may be nil → clear
+		patch.TemplateVersionID = &tv
+	}
 
 	d, err := dbSvc.submissionDraft.Update(r.Context(), uid, draftID, patch)
 	if err != nil {
@@ -1045,7 +1157,7 @@ func handleGlobalExportSubmissionDraft(w http.ResponseWriter, r *http.Request) {
 		return
 	}
 
-	filename := submissionFileName(resolved.Rule, resolved.Project, resolved.Lang)
+	filename := submissionDownloadFilename(ctx, uid, resolved.Rule, resolved.Project, resolved.Lang, submissionFilenameKeyword(d))
 
 	bgCtx, cancelBG := context.WithTimeout(context.Background(), 10*time.Second)
 	defer cancelBG()
@@ -1155,6 +1267,23 @@ func buildSubmissionDraftView(ctx context.Context, d *services.SubmissionDraft,
 		view.Rule.LegalSourcePretty = merged["rule.legal_source_pretty"]
 	}
 
+	// t-paliad-349 slice 7 — uploaded-template draft: render the pinned
+	// carrier. The Gitea tier / language-fallback notions don't apply (they
+	// describe the upstream fallback chain), so they stay at their zero
+	// values. A missing pinned version falls through to upstream resolution.
+	if d.TemplateVersionID != nil && dbSvc.templateStore != nil {
+		if tmpl, terr := dbSvc.templateStore.GetVersion(ctx, d.TemplateVersionID.String()); terr == nil {
+			html, rerr := dbSvc.submissionDraft.RenderPreview(ctx, d, tmpl.CarrierBytes)
+			if rerr != nil {
+				return nil, rerr
+			}
+			view.PreviewHTML = html
+			return view, nil
+		} else if !errors.Is(terr, docforge.ErrTemplateNotFound) {
+			return nil, terr
+		}
+	}
+
 	tplBytes, _, tier, err := resolveSubmissionTemplate(ctx, d.SubmissionCode, d.Language)
 	if err != nil {
 		log.Printf("submission_drafts: template fetch for view (draft=%s): %v", d.ID, err)
@@ -1184,16 +1313,21 @@ func buildSubmissionDraftView(ctx context.Context, d *services.SubmissionDraft,
 type submissionTemplateTier string
 
 const (
-	tplTierPerCodeLang  submissionTemplateTier = "per_code_lang"  // {firm}/{code}.{lang}.docx
-	tplTierPerCode      submissionTemplateTier = "per_code"       // {firm}/{code}.docx (unsuffixed)
-	tplTierSkeletonLang submissionTemplateTier = "skeleton_lang"  // _skeleton.{lang}.docx
-	tplTierSkeleton     submissionTemplateTier = "skeleton"       // _skeleton.docx
-	tplTierLetterhead   submissionTemplateTier = "letterhead"     // HL Patents Style .dotm
+	tplTierPerCodeLang  submissionTemplateTier = "per_code_lang" // {firm}/{code}.{lang}.docx
+	tplTierPerCode      submissionTemplateTier = "per_code"      // {firm}/{code}.docx (unsuffixed)
+	tplTierSkeletonLang submissionTemplateTier = "skeleton_lang" // _skeleton.{lang}.docx
+	tplTierSkeleton     submissionTemplateTier = "skeleton"      // _skeleton.docx
+	tplTierFallback     submissionTemplateTier = "fallback"      // embedded merge-safe basic-Rubrum skeleton
+	tplTierLetterhead   submissionTemplateTier = "letterhead"    // HL Patents Style .dotm
 )
 
 // resolveSubmissionTemplate returns the .docx bytes for the given
-// (submission_code, language). Merges t-paliad-275 (firm-skeleton tier)
-// and t-paliad-276 (language-selector + EN skeleton tier). Lookup order:
+// (submission_code, language). This is the *merge-path* resolver: every
+// caller feeds the result into SubmissionRenderer (merge.go), which fills
+// {{key}} tokens. The result must therefore be merge-safe — it must carry
+// real {{key}} placeholders. Merges t-paliad-275 (firm-skeleton tier),
+// t-paliad-276 (language-selector + EN skeleton tier), t-paliad-358 A-S1
+// (merge-safe guard + embedded fallback). Lookup order:
 //
 //  1. per-firm per-(code, lang) template — most specific. e.g.
 //     `de.inf.lg.erwidg.en.docx` for EN drafts. t-paliad-276.
@@ -1202,12 +1336,22 @@ const (
 //  3. universal language-matched skeleton — `_skeleton.en.docx` for EN
 //     drafts. Skipped for DE drafts (steps 4+5 already cover DE).
 //  4. firm-formatted skeleton — `_firm-skeleton.docx` (t-paliad-275).
-//     HL paragraph + character styles + letterhead, full placeholder
-//     bag. DE-flavored: counts as language_fallback=true for EN drafts.
-//  5. universal _skeleton.docx — plain DE skeleton, no firm styles.
-//     Backstop when the firm skeleton is unreachable.
-//  6. universal HL Patents Style .dotm — macro-only letterhead, no
-//     placeholders. Last-ditch when every skeleton tier is unreachable.
+//  5. universal _skeleton.docx.
+//  6. embedded merge-safe fallback — a lang-aware basic-Rubrum skeleton
+//     built in-process (docx.BuildFallbackSkeleton). Always available, no
+//     Gitea round-trip. This is what makes one-click /generate produce a
+//     real merged document for ANY submission_code.
+//  7. HL Patents Style .dotm — placeholder-free letterhead, the pre-358
+//     last-ditch. Reached only if the in-process build (6) fails.
+//
+// Tiers 3/4/5 are GUARDED by docx.HasMergePlaceholders: the firm and
+// universal skeletons were repurposed into anchors-only Composer bases
+// (t-paliad-313 Slice B) — their bodies hold only {{#section:KEY}} markers
+// the merge engine can't fill, so feeding them to merge.go produced literal
+// "{{#section:…}}" junk (kepler audit §1 Path 3 / §2). The guard skips any
+// fetched skeleton that lacks real placeholders, so today they fall through
+// to the embedded fallback (6); should a merge-safe firm-skeleton (with
+// letterhead) be restored later it is preferred again automatically.
 //
 // The returned SHA pins the audit row's template provenance. The tier
 // tells the editor whether the result language-matches the request so
@@ -1231,25 +1375,30 @@ func resolveSubmissionTemplate(ctx context.Context, submissionCode, lang string)
 	// 3. language-matched skeleton — only meaningful for EN drafts; DE
 	//    drafts fall through to the firm/universal DE skeletons below.
 	if lang == "en" {
-		if data, sha, langMatched, err := fetchSubmissionSkeletonBytesForLang(ctx, lang); err == nil && langMatched {
+		if data, sha, langMatched, err := fetchSubmissionSkeletonBytesForLang(ctx, lang); err == nil && langMatched && docx.HasMergePlaceholders(data) {
 			return data, sha, tplTierSkeletonLang, nil
 		}
 	}
-	// 4. firm-formatted skeleton (HL styles, DE prose). For DE drafts
-	//    this is a first-class match; for EN drafts it counts as a
-	//    language fallback (handled by languageFallback()).
-	if data, sha, err := fetchFirmSkeletonBytes(ctx); err == nil {
+	// 4. firm-formatted skeleton — used only if it is merge-safe (carries
+	//    real {{key}} placeholders, not anchors-only Composer markers).
+	if data, sha, err := fetchFirmSkeletonBytes(ctx); err == nil && docx.HasMergePlaceholders(data) {
 		return data, sha, tplTierSkeleton, nil
-	} else {
-		log.Printf("submission_drafts: firm-skeleton fetch failed for code=%s lang=%s, falling back to universal skeleton: %v", submissionCode, lang, err)
 	}
-	// 5. universal plain DE skeleton.
-	if data, sha, err := fetchSubmissionSkeletonBytes(ctx); err == nil {
+	// 5. universal plain DE skeleton — same merge-safe guard.
+	if data, sha, err := fetchSubmissionSkeletonBytes(ctx); err == nil && docx.HasMergePlaceholders(data) {
 		return data, sha, tplTierSkeleton, nil
-	} else {
-		log.Printf("submission_drafts: skeleton fetch failed for code=%s lang=%s, falling back to HL Patents Style: %v", submissionCode, lang, err)
 	}
-	// 6. HL Patents Style letterhead (no placeholders, last-ditch).
+	// 6. embedded merge-safe fallback — lang-aware basic Rubrum, always
+	//    available. Supersedes the placeholder-free .dotm so /generate on
+	//    any code yields a real merged document (basic Rubrum), never the
+	//    {{#section:…}} junk an anchors-only base produced (t-paliad-358 A-S1).
+	if data, err := docx.BuildFallbackSkeleton(lang); err == nil {
+		sum := sha256.Sum256(data)
+		return data, hex.EncodeToString(sum[:]), tplTierFallback, nil
+	} else {
+		log.Printf("submission_drafts: embedded fallback skeleton build failed for code=%s lang=%s, falling back to HL Patents Style: %v", submissionCode, lang, err)
+	}
+	// 7. HL Patents Style letterhead (no placeholders, last-ditch).
 	bytes, err := fetchHLPatentsStyleBytes(ctx)
 	if err != nil {
 		return nil, "", "", err
@@ -1260,16 +1409,19 @@ func resolveSubmissionTemplate(ctx context.Context, submissionCode, lang string)
 
 // languageFallback reports whether the resolved template tier failed
 // to match the requested draft language. For an EN draft, anything
-// other than per_code_lang or skeleton_lang is a fallback (per_code is
-// the legacy DE-baked template, skeleton is the DE skeleton). For a DE
-// draft, only `letterhead` counts as a fallback — the DE skeleton and
-// per-code template are both first-class DE outputs. t-paliad-276.
+// other than per_code_lang, skeleton_lang or the lang-aware embedded
+// fallback is a fallback (per_code is the legacy DE-baked template,
+// skeleton is the DE skeleton). For a DE draft, only `letterhead` counts
+// as a fallback — the DE skeleton, per-code template, and the embedded
+// fallback are all first-class DE outputs. t-paliad-276 / t-paliad-358 A-S1.
 func languageFallback(lang string, tier submissionTemplateTier) bool {
 	if tier == tplTierLetterhead {
 		return true
 	}
 	if strings.EqualFold(lang, "en") {
-		return tier != tplTierPerCodeLang && tier != tplTierSkeletonLang
+		// tplTierFallback is built per-language (English labels for EN), so
+		// it is NOT a language fallback.
+		return tier != tplTierPerCodeLang && tier != tplTierSkeletonLang && tier != tplTierFallback
 	}
 	return false
 }
@@ -1306,21 +1458,22 @@ func draftToJSON(d *services.SubmissionDraft) submissionDraftJSON {
 		meta = map[string]any{}
 	}
 	return submissionDraftJSON{
-		ID:              d.ID,
-		ProjectID:       d.ProjectID,
-		SubmissionCode:  d.SubmissionCode,
-		UserID:          d.UserID,
-		Name:            d.Name,
-		Language:        lang,
-		Variables:       vars,
-		SelectedParties: selected,
-		LastExportedAt:  d.LastExportedAt,
-		LastExportedSHA: d.LastExportedSHA,
-		LastImportedAt:  d.LastImportedAt,
-		BaseID:          d.BaseID,
-		ComposerMeta:    meta,
-		CreatedAt:       d.CreatedAt,
-		UpdatedAt:       d.UpdatedAt,
+		ID:                d.ID,
+		ProjectID:         d.ProjectID,
+		SubmissionCode:    d.SubmissionCode,
+		UserID:            d.UserID,
+		Name:              d.Name,
+		Language:          lang,
+		Variables:         vars,
+		SelectedParties:   selected,
+		LastExportedAt:    d.LastExportedAt,
+		LastExportedSHA:   d.LastExportedSHA,
+		LastImportedAt:    d.LastImportedAt,
+		BaseID:            d.BaseID,
+		TemplateVersionID: d.TemplateVersionID,
+		ComposerMeta:      meta,
+		CreatedAt:         d.CreatedAt,
+		UpdatedAt:         d.UpdatedAt,
 	}
 }
 

internal/handlers/submission_filename_test.go

@@ -0,0 +1,157 @@
+package handlers
+
+// Regression tests for the generated-document download name
+// (t-paliad-354): "<YYYY-MM-DD> <keyword> (<case number>).docx".
+// The date segment is environment-dependent (Europe/Berlin "today"),
+// so the assertions pin the keyword + bracketed case-number frame and
+// the .docx suffix rather than the literal date.
+
+import (
+	"strings"
+	"testing"
+	"time"
+
+	"mgit.msbls.de/m/paliad/internal/models"
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+func strptr(s string) *string { return &s }
+
+func todayBerlin() string {
+	day := time.Now()
+	if loc, err := time.LoadLocation("Europe/Berlin"); err == nil {
+		day = day.In(loc)
+	}
+	return day.Format("2006-01-02")
+}
+
+func TestSubmissionFileName(t *testing.T) {
+	t.Parallel()
+	rule := &models.DeadlineRule{Name: "Klageerwiderung", NameEN: "Statement of defence"}
+	date := todayBerlin()
+
+	cases := []struct {
+		name    string
+		rule    *models.DeadlineRule
+		project *models.Project
+		lang    string
+		keyword string
+		want    string
+	}{
+		{
+			name:    "full data — rule name + case number",
+			rule:    rule,
+			project: &models.Project{CaseNumber: strptr("UPC_CFI_123_2026")},
+			lang:    "de",
+			want:    date + " Klageerwiderung (UPC_CFI_123_2026).docx",
+		},
+		{
+			name:    "missing case number falls back to placeholder",
+			rule:    rule,
+			project: &models.Project{CaseNumber: nil},
+			lang:    "de",
+			want:    date + " Klageerwiderung (Az. folgt).docx",
+		},
+		{
+			name:    "user override keyword wins over rule name",
+			rule:    rule,
+			project: &models.Project{CaseNumber: strptr("UPC_CFI_123_2026")},
+			lang:    "de",
+			keyword: "Replik Hauptantrag",
+			want:    date + " Replik Hauptantrag (UPC_CFI_123_2026).docx",
+		},
+		{
+			name:    "EN lang uses NameEN when no override",
+			rule:    rule,
+			project: &models.Project{CaseNumber: strptr("UPC_CFI_123_2026")},
+			lang:    "en",
+			want:    date + " Statement of defence (UPC_CFI_123_2026).docx",
+		},
+		{
+			name:    "case number containing slash is sanitised inside brackets",
+			rule:    rule,
+			project: &models.Project{CaseNumber: strptr("UPC_CFI_123/2026")},
+			lang:    "de",
+			want:    date + " Klageerwiderung (UPC_CFI_123_2026).docx",
+		},
+		{
+			name:    "blank override falls back to rule name",
+			rule:    rule,
+			project: &models.Project{CaseNumber: strptr("UPC_CFI_123_2026")},
+			lang:    "de",
+			keyword: "   ",
+			want:    date + " Klageerwiderung (UPC_CFI_123_2026).docx",
+		},
+		{
+			name:    "empty rule name + no override falls back to submission",
+			rule:    &models.DeadlineRule{Name: "", NameEN: ""},
+			project: &models.Project{CaseNumber: nil},
+			lang:    "de",
+			want:    date + " submission (Az. folgt).docx",
+		},
+	}
+
+	for _, tc := range cases {
+		t.Run(tc.name, func(t *testing.T) {
+			got := services.RenderSubmissionFilename(tc.rule, tc.project, tc.lang, tc.keyword)
+			if got != tc.want {
+				t.Errorf("RenderSubmissionFilename() = %q, want %q", got, tc.want)
+			}
+			if !strings.HasSuffix(got, ".docx") {
+				t.Errorf("filename %q missing .docx suffix", got)
+			}
+		})
+	}
+}
+
+func TestSubmissionFilenameKeyword(t *testing.T) {
+	t.Parallel()
+	cases := []struct {
+		name  string
+		draft *services.SubmissionDraft
+		want  string
+	}{
+		{"nil draft", nil, ""},
+		{"nil meta", &services.SubmissionDraft{}, ""},
+		{
+			"key absent",
+			&services.SubmissionDraft{ComposerMeta: map[string]any{"other": "x"}},
+			"",
+		},
+		{
+			"legacy filename_keyword reads back-compat",
+			&services.SubmissionDraft{ComposerMeta: map[string]any{"filename_keyword": "Replik"}},
+			"Replik",
+		},
+		{
+			"new name_overrides.keyword shape",
+			&services.SubmissionDraft{ComposerMeta: map[string]any{"name_overrides": map[string]any{"keyword": "Duplik"}}},
+			"Duplik",
+		},
+		{
+			"name_overrides.keyword wins over legacy filename_keyword",
+			&services.SubmissionDraft{ComposerMeta: map[string]any{
+				"name_overrides":   map[string]any{"keyword": "Duplik"},
+				"filename_keyword": "Replik",
+			}},
+			"Duplik",
+		},
+		{
+			"key set with surrounding whitespace is trimmed",
+			&services.SubmissionDraft{ComposerMeta: map[string]any{"filename_keyword": "  Replik  "}},
+			"Replik",
+		},
+		{
+			"non-string value ignored",
+			&services.SubmissionDraft{ComposerMeta: map[string]any{"filename_keyword": 42}},
+			"",
+		},
+	}
+	for _, tc := range cases {
+		t.Run(tc.name, func(t *testing.T) {
+			if got := submissionFilenameKeyword(tc.draft); got != tc.want {
+				t.Errorf("submissionFilenameKeyword() = %q, want %q", got, tc.want)
+			}
+		})
+	}
+}

internal/handlers/submission_template_lang_test.go

@@ -21,6 +21,7 @@ func TestLanguageFallback(t *testing.T) {
 		{"de_per_code", "de", tplTierPerCode, false},
 		{"de_skeleton_lang", "de", tplTierSkeletonLang, false},
 		{"de_skeleton", "de", tplTierSkeleton, false},
+		{"de_fallback", "de", tplTierFallback, false},
 		{"de_letterhead", "de", tplTierLetterhead, true},
 
 		// EN drafts: per_code (DE-baked) and skeleton (DE-baked) both
@@ -30,6 +31,9 @@ func TestLanguageFallback(t *testing.T) {
 		{"en_per_code", "en", tplTierPerCode, true},
 		{"en_skeleton_lang", "en", tplTierSkeletonLang, false},
 		{"en_skeleton", "en", tplTierSkeleton, true},
+		// The embedded fallback is built per-language (EN labels for EN),
+		// so it is NOT a language fallback (t-paliad-358 A-S1).
+		{"en_fallback", "en", tplTierFallback, false},
 		{"en_letterhead", "en", tplTierLetterhead, true},
 	}
 	for _, c := range cases {

internal/handlers/submissions.go

@@ -336,7 +336,9 @@ func handleGenerateProjectSubmission(w http.ResponseWriter, r *http.Request) {
 		return
 	}
 
-	filename := submissionFileName(resolved.Rule, resolved.Project, resolved.Lang)
+	// One-click /generate has no saved draft row → no per-document keyword
+	// override, but the user's composition override still applies.
+	filename := submissionDownloadFilename(ctx, uid, resolved.Rule, resolved.Project, resolved.Lang, "")
 
 	// Audit write is best-effort with a background context so the
 	// download still succeeds if the DB races. Audit failure here only
@@ -355,34 +357,29 @@ func handleGenerateProjectSubmission(w http.ResponseWriter, r *http.Request) {
 	}
 }
 
-// submissionFileName produces the user-facing download name per
-// design §7: {rule.name}-{project.case_number}-{YYYY-MM-DD}.docx.
-// Empty case_number drops the segment entirely (no fallback hash —
-// the lawyer can rename if the project lacks an Aktenzeichen).
-// Umlauts in the rule name are ASCII-folded by SanitiseSubmissionFileName
-// so the file lands cleanly on legacy SMB shares.
-func submissionFileName(rule *models.DeadlineRule, project *models.Project, lang string) string {
-	day := time.Now()
-	if loc, err := time.LoadLocation("Europe/Berlin"); err == nil {
-		day = day.In(loc)
+// submissionDownloadFilename produces the user-facing download name
+// (t-paliad-354): "<YYYY-MM-DD> <keyword> (<case number>).docx", rendered
+// through the submission_docx_filename artifact and honouring the user's
+// per-user composition override (Slice 3). A failed override load is
+// non-fatal — it falls back to the system default. keyword is the
+// per-document value override (name_overrides.keyword).
+func submissionDownloadFilename(ctx context.Context, uid uuid.UUID, rule *models.DeadlineRule, project *models.Project, lang, keyword string) string {
+	var overrides, firm services.NameCompositionSpec
+	if dbSvc.submissionDraft != nil {
+		overrides, _ = dbSvc.submissionDraft.UserNameCompositions(ctx, uid)
 	}
-	ruleName := strings.TrimSpace(rule.Name)
-	if strings.EqualFold(lang, "en") && strings.TrimSpace(rule.NameEN) != "" {
-		ruleName = strings.TrimSpace(rule.NameEN)
+	if dbSvc.firmNameComposition != nil {
+		firm, _, _ = dbSvc.firmNameComposition.Get(ctx)
 	}
-	if ruleName == "" {
-		ruleName = "submission"
-	}
-	parts := []string{services.SanitiseSubmissionFileName(ruleName)}
-	caseNo := ""
-	if project != nil && project.CaseNumber != nil {
-		caseNo = strings.TrimSpace(*project.CaseNumber)
-	}
-	if caseNo != "" {
-		parts = append(parts, services.SanitiseSubmissionFileName(caseNo))
-	}
-	parts = append(parts, day.Format("2006-01-02"))
-	return strings.Join(parts, "-") + ".docx"
+	return services.RenderSubmissionFilenameFor(overrides, firm, rule, project, lang, keyword)
+}
+
+// submissionFilenameKeyword delegates to services.SubmissionFilenameKeyword
+// (the back-compat read of the per-document keyword override). Kept as a
+// package-local alias so the existing call-sites and unit test read
+// unchanged.
+func submissionFilenameKeyword(d *services.SubmissionDraft) string {
+	return services.SubmissionFilenameKeyword(d)
 }
 
 // writeSubmissionAuditRow files one row in paliad.system_audit_log per

internal/handlers/templates.go

@@ -0,0 +1,306 @@
+package handlers
+
+// docforge template authoring handlers (t-paliad-349 slice 6).
+//
+// The admin-only authoring surface: upload a base .docx, see it rendered as
+// run-addressable text, place {{variable}} slots into it, and save the
+// result as a reusable template. Backed by docforge.TemplateStore
+// (Postgres bytea carrier) + the docx authoring engine
+// (ImportForAuthoring / InjectSlot).
+//
+// Endpoints (all under adminGate — templates are firm-shared, admin-
+// authored, like submission_bases):
+//   GET  /api/admin/templates              — catalog list
+//   POST /api/admin/templates              — multipart upload → create v1
+//   GET  /api/admin/templates/{id}         — authoring view (preview+slots)
+//   POST /api/admin/templates/{id}/slots   — place a slot → new version
+//
+// Slot placement creates a new template version (immutable snapshot) per
+// placement. That keeps the snapshot guarantee simple; batching a whole
+// authoring session into one version on an explicit "save" is a documented
+// future refinement (it trades the version-per-slot churn for a client- or
+// session-held draft carrier).
+//
+// VERIFICATION CEILING: the live upload→render→select→inject→save flow
+// needs the app running with DATABASE_URL + Supabase auth + Playwright; it
+// is verified post-merge. The docx surgery (ImportForAuthoring/InjectSlot)
+// and the store are unit/live-tested independently.
+
+import (
+	"encoding/json"
+	"errors"
+	"fmt"
+	"io"
+	"net/http"
+
+	"mgit.msbls.de/m/paliad/internal/branding"
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+	"mgit.msbls.de/m/paliad/pkg/docforge/docx"
+)
+
+// maxTemplateUpload bounds an uploaded .docx. Templates are firm letterhead
+// + chrome — tens of KB in practice; 10 MB is a generous ceiling.
+const maxTemplateUpload = 10 << 20
+
+type templateMetaJSON struct {
+	ID           string `json:"id"`
+	Slug         string `json:"slug,omitempty"`
+	NameDE       string `json:"name_de"`
+	NameEN       string `json:"name_en"`
+	Kind         string `json:"kind"`
+	SourceFormat string `json:"source_format"`
+	Firm         string `json:"firm,omitempty"`
+	IsActive     bool   `json:"is_active"`
+	Version      int    `json:"version"`
+	VersionID    string `json:"version_id,omitempty"`
+}
+
+type templateSlotJSON struct {
+	Key        string `json:"key"`
+	Anchor     string `json:"anchor"`
+	Label      string `json:"label,omitempty"`
+	OrderIndex int    `json:"order_index"`
+}
+
+type authoringViewJSON struct {
+	Template    templateMetaJSON   `json:"template"`
+	PreviewHTML string             `json:"preview_html"`
+	Slots       []templateSlotJSON `json:"slots"`
+}
+
+func metaJSON(m docforge.TemplateMeta) templateMetaJSON {
+	return templateMetaJSON{
+		ID: m.ID, Slug: m.Slug, NameDE: m.NameDE, NameEN: m.NameEN,
+		Kind: m.Kind, SourceFormat: m.SourceFormat, Firm: m.Firm,
+		IsActive: m.IsActive, Version: m.Version, VersionID: m.VersionID,
+	}
+}
+
+func slotsJSON(slots []docforge.TemplateSlot) []templateSlotJSON {
+	out := make([]templateSlotJSON, 0, len(slots))
+	for _, s := range slots {
+		out = append(out, templateSlotJSON{Key: s.Key, Anchor: s.Anchor, Label: s.Label, OrderIndex: s.OrderIndex})
+	}
+	return out
+}
+
+// writeTemplateError maps docforge's not-found sentinel to 404 and falls
+// back to the shared service-error mapper.
+func writeTemplateError(w http.ResponseWriter, err error) {
+	if errors.Is(err, docforge.ErrTemplateNotFound) {
+		writeJSON(w, http.StatusNotFound, map[string]string{"error": "template not found"})
+		return
+	}
+	writeServiceError(w, err)
+}
+
+func requireTemplateStore(w http.ResponseWriter) bool {
+	if !requireDB(w) {
+		return false
+	}
+	if dbSvc.templateStore == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{"error": "template store not configured"})
+		return false
+	}
+	return true
+}
+
+// handleTemplatesAuthoringPage serves the authoring page shell. The client
+// bundle hydrates the list, upload, preview, palette, and slots.
+func handleTemplatesAuthoringPage(w http.ResponseWriter, r *http.Request) {
+	http.ServeFile(w, r, "dist/templates-authoring.html")
+}
+
+// handleListTemplates backs GET /api/admin/templates.
+func handleListTemplates(w http.ResponseWriter, r *http.Request) {
+	if !requireTemplateStore(w) {
+		return
+	}
+	if _, ok := requireUser(w, r); !ok {
+		return
+	}
+	metas, err := dbSvc.templateStore.List(r.Context(), docforge.TemplateFilter{ActiveOnly: true})
+	if err != nil {
+		writeTemplateError(w, err)
+		return
+	}
+	out := make([]templateMetaJSON, 0, len(metas))
+	for _, m := range metas {
+		out = append(out, metaJSON(m))
+	}
+	writeJSON(w, http.StatusOK, map[string]any{"templates": out})
+}
+
+// handlePickerTemplates backs GET /api/templates — the firm-shared catalog
+// any authenticated lawyer reads to pick an uploaded template for
+// generation (t-paliad-349 slice 7). Unlike the admin list it filters by
+// firm (the deployment's branding firm + firm-agnostic templates), matching
+// the submission_bases picker contract. Metadata only — no carrier bytes.
+func handlePickerTemplates(w http.ResponseWriter, r *http.Request) {
+	if !requireTemplateStore(w) {
+		return
+	}
+	if _, ok := requireUser(w, r); !ok {
+		return
+	}
+	metas, err := dbSvc.templateStore.List(r.Context(),
+		docforge.TemplateFilter{Firm: branding.Name, ActiveOnly: true})
+	if err != nil {
+		writeTemplateError(w, err)
+		return
+	}
+	out := make([]templateMetaJSON, 0, len(metas))
+	for _, m := range metas {
+		out = append(out, metaJSON(m))
+	}
+	writeJSON(w, http.StatusOK, map[string]any{"templates": out})
+}
+
+// handleUploadTemplate backs POST /api/admin/templates (multipart). Reads
+// the uploaded .docx, validates it parses, detects any slots already in it,
+// and creates the template at version 1.
+func handleUploadTemplate(w http.ResponseWriter, r *http.Request) {
+	if !requireTemplateStore(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	if err := r.ParseMultipartForm(maxTemplateUpload); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid multipart form"})
+		return
+	}
+	file, _, err := r.FormFile("file")
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "file field required"})
+		return
+	}
+	defer file.Close()
+	carrier, err := io.ReadAll(io.LimitReader(file, maxTemplateUpload))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "could not read uploaded file"})
+		return
+	}
+	nameDE := r.FormValue("name_de")
+	nameEN := r.FormValue("name_en")
+	if nameDE == "" || nameEN == "" {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "name_de and name_en required"})
+		return
+	}
+
+	// Validate + detect existing slots before persisting.
+	view, err := docx.ImportForAuthoring(carrier)
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "not a parseable .docx: " + err.Error()})
+		return
+	}
+
+	tmpl, err := dbSvc.templateStore.Create(r.Context(),
+		docforge.TemplateMetaInput{
+			Slug:      r.FormValue("slug"),
+			NameDE:    nameDE,
+			NameEN:    nameEN,
+			Firm:      r.FormValue("firm"),
+			CreatedBy: uid.String(),
+		},
+		docforge.TemplateVersionInput{
+			CarrierBytes: carrier,
+			Slots:        view.Slots,
+			CreatedBy:    uid.String(),
+		})
+	if err != nil {
+		writeTemplateError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, authoringViewJSON{
+		Template:    metaJSON(tmpl.TemplateMeta),
+		PreviewHTML: view.PreviewHTML,
+		Slots:       slotsJSON(tmpl.Slots),
+	})
+}
+
+// handleGetTemplateAuthoring backs GET /api/admin/templates/{id} — the
+// authoring view: current carrier rendered run-addressable + its slots.
+func handleGetTemplateAuthoring(w http.ResponseWriter, r *http.Request) {
+	if !requireTemplateStore(w) {
+		return
+	}
+	if _, ok := requireUser(w, r); !ok {
+		return
+	}
+	tmpl, err := dbSvc.templateStore.Get(r.Context(), r.PathValue("id"))
+	if err != nil {
+		writeTemplateError(w, err)
+		return
+	}
+	view, err := docx.ImportForAuthoring(tmpl.CarrierBytes)
+	if err != nil {
+		writeJSON(w, http.StatusInternalServerError, map[string]string{"error": "stored carrier failed to parse: " + err.Error()})
+		return
+	}
+	writeJSON(w, http.StatusOK, authoringViewJSON{
+		Template:    metaJSON(tmpl.TemplateMeta),
+		PreviewHTML: view.PreviewHTML,
+		Slots:       slotsJSON(view.Slots),
+	})
+}
+
+type placeSlotInput struct {
+	RunIndex     int    `json:"run_index"`
+	SelectedText string `json:"selected_text"`
+	SlotKey      string `json:"slot_key"`
+}
+
+// handlePlaceTemplateSlot backs POST /api/admin/templates/{id}/slots —
+// inject a slot at the selection and persist as a new version.
+func handlePlaceTemplateSlot(w http.ResponseWriter, r *http.Request) {
+	if !requireTemplateStore(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	var in placeSlotInput
+	if err := json.NewDecoder(r.Body).Decode(&in); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "invalid JSON body"})
+		return
+	}
+	id := r.PathValue("id")
+	tmpl, err := dbSvc.templateStore.Get(r.Context(), id)
+	if err != nil {
+		writeTemplateError(w, err)
+		return
+	}
+
+	newCarrier, err := docx.InjectSlot(tmpl.CarrierBytes, in.RunIndex, in.SelectedText, in.SlotKey)
+	if err != nil {
+		// Injection failures are client-fixable (bad selection / key).
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": err.Error()})
+		return
+	}
+	// Re-detect slots from the new carrier so template_slots mirrors the
+	// carrier's actual {{tokens}} (single source of truth).
+	newView, err := docx.ImportForAuthoring(newCarrier)
+	if err != nil {
+		writeJSON(w, http.StatusInternalServerError, map[string]string{"error": fmt.Sprintf("post-inject parse: %v", err)})
+		return
+	}
+	updated, err := dbSvc.templateStore.AddVersion(r.Context(), id,
+		docforge.TemplateVersionInput{
+			CarrierBytes: newCarrier,
+			Stylemap:     tmpl.Stylemap,
+			Slots:        newView.Slots,
+			CreatedBy:    uid.String(),
+		})
+	if err != nil {
+		writeTemplateError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, authoringViewJSON{
+		Template:    metaJSON(updated.TemplateMeta),
+		PreviewHTML: newView.PreviewHTML,
+		Slots:       slotsJSON(updated.Slots),
+	})
+}

internal/services/deadline_service.go

@@ -265,7 +265,7 @@ func (s *DeadlineService) ListVisibleForUser(ctx context.Context, userID uuid.UU
 
 	query := `
 		SELECT f.id, f.project_id, f.title, f.description, f.due_date, f.original_due_date,
-		       f.warning_date, f.source, f.rule_id, f.rule_code, f.custom_rule_text, f.status, f.completed_at,
+		       f.warning_date, f.source, f.sequencing_rule_id, f.rule_code, f.custom_rule_text, f.status, f.completed_at,
 		       f.caldav_uid, f.caldav_etag, f.notes, f.created_by,
 		       f.created_at, f.updated_at,
 		       f.approval_status, f.pending_request_id, f.approved_by, f.approved_at,

internal/services/docforge_shims.go

@@ -0,0 +1,66 @@
+package services
+
+// Shims bridging the submission generator to the extracted docforge .docx
+// adapter (pkg/docforge/docx). Slice 1 of the docforge train
+// (t-paliad-349 / m/paliad#157) relocated the Markdown→OOXML walker, the
+// placeholder substitution engine, and the .dotm→.docx converter into
+// pkg/docforge/docx with no behaviour change. These type aliases and
+// forwarders keep every existing caller in internal/services and
+// internal/handlers compiling and behaving identically — the names,
+// signatures, and semantics are unchanged; only the implementation moved.
+//
+// Later slices retire these shims as the submission services are
+// refactored to call docforge directly through the neutral model and the
+// VariableResolver interface.
+
+import (
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+	"mgit.msbls.de/m/paliad/pkg/docforge/docx"
+)
+
+// PlaceholderMap is the variable bag (dotted-key → substituted value),
+// built by SubmissionVarsService and consumed by the renderer. The
+// canonical type lives in the docforge root (the format-neutral
+// variable-bag contract).
+type PlaceholderMap = docforge.PlaceholderMap
+
+// MissingPlaceholderFn translates an unbound placeholder key into the
+// in-document marker token.
+type MissingPlaceholderFn = docforge.MissingPlaceholderFn
+
+// SubmissionRenderer renders a .docx template by substituting
+// {{placeholder}} tokens. Stateless; safe for concurrent use.
+type SubmissionRenderer = docx.SubmissionRenderer
+
+// HyperlinkAllocator hands the Markdown walker a rId for each external
+// URL it encounters in [label](url) inline links.
+type HyperlinkAllocator = docx.HyperlinkAllocator
+
+// NewSubmissionRenderer constructs the renderer.
+func NewSubmissionRenderer() *SubmissionRenderer { return docx.NewSubmissionRenderer() }
+
+// DefaultMissingMarker returns the standard missing-value marker for the
+// given UI language ("[KEIN WERT: <key>]" / "[NO VALUE: <key>]").
+func DefaultMissingMarker(lang string) MissingPlaceholderFn {
+	return docforge.DefaultMissingMarker(lang)
+}
+
+// RenderMarkdownToOOXML renders Markdown source into OOXML paragraph
+// elements using a single paragraph style.
+func RenderMarkdownToOOXML(md, paragraphStyle string) string {
+	return docx.RenderMarkdownToOOXML(md, paragraphStyle)
+}
+
+// RenderMarkdownToOOXMLWithStyles is the full rich-prose entry point
+// (headings, lists, blockquote, inline hyperlinks via the allocator).
+func RenderMarkdownToOOXMLWithStyles(md string, stylemap map[string]string, links HyperlinkAllocator) string {
+	return docx.RenderMarkdownToOOXMLWithStyles(md, stylemap, links)
+}
+
+// ConvertDotmToDocx rewrites a .dotm/.docm/.dotx zip into a clean .docx
+// zip. Idempotent on a zip that is already a plain .docx.
+func ConvertDotmToDocx(dotmBytes []byte) ([]byte, error) { return docx.ConvertDotmToDocx(dotmBytes) }
+
+// SanitiseSubmissionFileName cleans a string for use inside a download
+// filename (strips path separators / quotes, ASCII-folds DE umlauts).
+func SanitiseSubmissionFileName(s string) string { return docx.SanitiseSubmissionFileName(s) }

internal/services/firm_name_composition_live_test.go

@@ -0,0 +1,122 @@
+package services
+
+// Live-DB tests for FirmNameCompositionService (t-paliad-356 Slice 5) — gated
+// on TEST_DATABASE_URL like the rest of the integration suite. Covers the
+// round-trip (Set → Get → Clear → Get), the Validate rejection on write, and
+// that a stored firm default flows through the render path below a per-user
+// override and above the system default. Pure-function precedence is pinned in
+// name_template_test.go (TestResolveComposition_Precedence).
+
+import (
+	"context"
+	"os"
+	"testing"
+	"time"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/db"
+	"mgit.msbls.de/m/paliad/internal/models"
+	"mgit.msbls.de/m/paliad/pkg/nomen"
+)
+
+func openTestDBForFirmNameComp(t *testing.T) *sqlx.DB {
+	t.Helper()
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping firm-name-composition live test")
+	}
+	// Apply embedded migrations (incl. 162 which creates the table) so the
+	// test is self-sufficient regardless of run order — mirrors the Slice-3
+	// live test (TestNameCompositions_Precedence_Live).
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	conn, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	return conn
+}
+
+func TestFirmNameComposition_RoundTripAndRender(t *testing.T) {
+	db := openTestDBForFirmNameComp(t)
+	defer db.Close()
+	svc := NewFirmNameCompositionService(db)
+	ctx := context.Background()
+
+	// Start clean — a prior test 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 false/nil", ok, err)
+	}
+
+	// A firm default that drops the case-number segment from the filename:
+	// "<date> <keyword>".
+	firmComp := nomen.Composition{Version: nomen.Version, Segments: []nomen.Segment{
+		{Var: "date", Sep: " ", Missing: nomen.Omit()},
+		{Var: "keyword", Missing: nomen.Literal(submissionKeywordFallback)},
+	}}
+	spec := NameCompositionSpec{ArtifactSubmissionDocxFilename: firmComp}
+	if _, err := svc.Set(ctx, spec, uuid.Nil); err != nil {
+		t.Fatalf("Set: %v", err)
+	}
+
+	got, ok, err := svc.Get(ctx)
+	if err != nil || !ok {
+		t.Fatalf("Get after Set: ok=%v err=%v; want true/nil", ok, err)
+	}
+	if c := got[ArtifactSubmissionDocxFilename]; c.Template() != "{date} {keyword}" {
+		t.Errorf("stored firm composition = %q, want '{date} {keyword}'", c.Template())
+	}
+
+	// Render path: with the firm default and no user override, the filename
+	// loses the "(Az. folgt)" case segment.
+	rule := &models.DeadlineRule{Name: "Klageerwiderung"}
+	proj := &models.Project{}
+	firm, _, _ := svc.Get(ctx)
+	if name := RenderSubmissionFilenameFor(nil, firm, rule, proj, "de", ""); name != nomenDateBerlin(time.Now())+" Klageerwiderung.docx" {
+		t.Errorf("firm-tier filename = %q, want '<date> Klageerwiderung.docx'", name)
+	}
+
+	// A per-user override still wins over the firm default.
+	userComp := nomen.Composition{Version: nomen.Version, Segments: []nomen.Segment{
+		{Var: "keyword", Missing: nomen.Literal(submissionKeywordFallback)},
+	}}
+	user := NameCompositionSpec{ArtifactSubmissionDocxFilename: userComp}
+	if name := RenderSubmissionFilenameFor(user, firm, rule, proj, "de", ""); name != "Klageerwiderung.docx" {
+		t.Errorf("user override should beat firm: got %q, want 'Klageerwiderung.docx'", name)
+	}
+
+	// Clear is idempotent and reverts the render to the system default.
+	if err := svc.Clear(ctx); err != nil {
+		t.Fatalf("clear: %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 TestFirmNameComposition_RejectsInvalid(t *testing.T) {
+	db := openTestDBForFirmNameComp(t)
+	defer db.Close()
+	svc := NewFirmNameCompositionService(db)
+	ctx := context.Background()
+
+	// A composition referencing a variable the artifact catalog does not know
+	// must be rejected on write (Validate), never persisted.
+	bad := NameCompositionSpec{ArtifactSubmissionDocxFilename: nomen.Composition{
+		Version:  nomen.Version,
+		Segments: []nomen.Segment{{Var: "client", Missing: nomen.Omit()}}, // client not in filename catalog
+	}}
+	if _, err := svc.Set(ctx, bad, uuid.Nil); err == nil {
+		t.Fatal("Set with unknown variable: err=nil; want ErrInvalidInput")
+	}
+}

internal/services/firm_name_composition_service.go

@@ -0,0 +1,61 @@
+package services
+
+// FirmNameCompositionService manages paliad.firm_name_compositions — the
+// optional firm-wide default name-composition map that the render path prefers
+// over the code-resident system default (but below a per-user override) when
+// composing draft titles and export filenames.
+//
+// PRD §3.1/§3.2 of docs/plans/prd-filename-generator-2026-06-01.md (Slice 5).
+// Mirrors FirmDashboardDefaultService exactly: a single optional row (id=1).
+// Get returns (spec, true, nil) when set, (empty, false, nil) when never set.
+// Set validates + upserts; Clear deletes (so resolution reverts to system).
+//
+// The HTTP layer (handlers/name_compositions.go admin endpoints) enforces
+// admin-only via auth.RequireAdmin. The service takes no admin parameter — the
+// only writer is the admin handler; the read path is used by the render path
+// on every name composition.
+
+import (
+	"context"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+)
+
+// FirmNameCompositionService manages paliad.firm_name_compositions.
+type FirmNameCompositionService struct {
+	db *sqlx.DB
+}
+
+// NewFirmNameCompositionService wires the service.
+func NewFirmNameCompositionService(db *sqlx.DB) *FirmNameCompositionService {
+	return &FirmNameCompositionService{db: db}
+}
+
+// Get returns (spec, true, nil) when a firm default is set, (empty, false,
+// nil) otherwise. The spec is SanitizeForRead'd so callers always get a
+// version-coherent map. "Set" means the singleton row exists AND carries at
+// least one artifact override — an empty stored map reads as "not set" so the
+// admin UI and the render fall-through treat it the same as absent.
+func (s *FirmNameCompositionService) Get(ctx context.Context) (NameCompositionSpec, bool, error) {
+	spec, err := getFirmNameCompositions(ctx, s.db)
+	if err != nil {
+		return nil, false, err
+	}
+	return spec, len(spec) > 0, nil
+}
+
+// Set validates and persists the firm-wide default. updatedBy is recorded for
+// audit; uuid.Nil clears the column.
+func (s *FirmNameCompositionService) Set(ctx context.Context, spec NameCompositionSpec, updatedBy uuid.UUID) (NameCompositionSpec, error) {
+	if err := setFirmNameCompositions(ctx, s.db, spec, updatedBy); err != nil {
+		return nil, err
+	}
+	return spec, nil
+}
+
+// Clear deletes the firm default so resolution reverts to the system default.
+// Idempotent.
+func (s *FirmNameCompositionService) Clear(ctx context.Context) error {
+	return clearFirmNameCompositions(ctx, s.db)
+}

internal/services/fristenrechner.go

@@ -145,7 +145,7 @@ func (s *FristenrechnerService) ListProceedings(ctx context.Context, opts Procee
 			  AND pe.event_kind = $%d
 		)`, opts.EventKind)
 	}
-	query := `SELECT code, name, name_en, jurisdiction
+	query := `SELECT id, code, name, name_en, jurisdiction
 		FROM paliad.proceeding_types
 		WHERE ` + strings.Join(where, " AND ") + `
 		ORDER BY sort_order`
@@ -160,7 +160,7 @@ func (s *FristenrechnerService) ListProceedings(ctx context.Context, opts Procee
 	for rows.Next() {
 		var t lp.FristenrechnerType
 		var juris sql.NullString
-		if err := rows.Scan(&t.Code, &t.Name, &t.NameEN, &juris); err != nil {
+		if err := rows.Scan(&t.ID, &t.Code, &t.Name, &t.NameEN, &juris); err != nil {
 			return nil, err
 		}
 		if juris.Valid {

internal/services/name_composition_live_test.go

@@ -0,0 +1,167 @@
+package services
+
+// Live-DB gate for the system→user name-composition precedence
+// (t-paliad-356 Slice 3, PRD §3). Skipped without TEST_DATABASE_URL.
+//
+// Covers: (a) users.name_compositions round-trip via Set/Get + write-time
+// Validate rejection; (b) a user override beating the system default for both
+// the draft-title artifact (through Create) and the .docx-filename artifact
+// (through RenderSubmissionFilenameFor); (c) the legacy
+// composer_meta.filename_keyword reading cleanly as name_overrides.keyword.
+
+import (
+	"context"
+	"os"
+	"testing"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/db"
+	"mgit.msbls.de/m/paliad/internal/models"
+	"mgit.msbls.de/m/paliad/pkg/nomen"
+)
+
+func TestNameCompositions_Precedence_Live(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+	ctx := context.Background()
+
+	userID := uuid.New()
+	email := "nc-" + userID.String()[:8] + "@hlc.com"
+	cleanup := func() {
+		pool.ExecContext(ctx, `DELETE FROM paliad.submission_drafts WHERE user_id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM paliad.users WHERE id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM auth.users WHERE id = $1`, userID)
+	}
+	defer cleanup()
+	if _, err := pool.ExecContext(ctx, `INSERT INTO auth.users (id, email) VALUES ($1, $2)`, userID, email); err != nil {
+		t.Fatalf("seed auth.users: %v", err)
+	}
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.users (id, email, display_name, office, global_role, lang)
+		 VALUES ($1, $2, 'NameComp Tester', 'munich', 'standard', 'de')`, userID, email); err != nil {
+		t.Fatalf("seed paliad.users: %v", err)
+	}
+
+	users := NewUserService(pool)
+	projects := NewProjectService(pool, users)
+	parties := NewPartyService(pool, projects)
+	vars := NewSubmissionVarsService(pool, projects, parties, users)
+	renderer := NewSubmissionRenderer()
+	drafts := NewSubmissionDraftService(pool, projects, vars, renderer)
+
+	date := todayBerlinDate()
+
+	// (a) Round-trip + Validate ------------------------------------------
+	validSpec := NameCompositionSpec{
+		ArtifactSubmissionDocxFilename: {
+			Version: nomen.Version,
+			Segments: []nomen.Segment{
+				{Var: "keyword", Sep: "", Missing: nomen.Literal("submission")},
+			},
+		},
+	}
+	if err := drafts.SetUserNameCompositions(ctx, userID, validSpec); err != nil {
+		t.Fatalf("set valid spec: %v", err)
+	}
+	got, err := drafts.UserNameCompositions(ctx, userID)
+	if err != nil {
+		t.Fatalf("get spec: %v", err)
+	}
+	if comp, ok := got[ArtifactSubmissionDocxFilename]; !ok || len(comp.Segments) != 1 || comp.Segments[0].Var != "keyword" {
+		t.Fatalf("round-trip mismatch: %+v", got)
+	}
+
+	// An override referencing a variable outside the artifact catalog is
+	// rejected on write.
+	badSpec := NameCompositionSpec{
+		ArtifactSubmissionDocxFilename: {
+			Version:  nomen.Version,
+			Segments: []nomen.Segment{{Var: "opponent"}}, // not a filename variable
+		},
+	}
+	if err := drafts.SetUserNameCompositions(ctx, userID, badSpec); err == nil {
+		t.Fatalf("invalid spec was accepted on write")
+	}
+
+	// (b1) Title override beats system default (through Create) ----------
+	titleOverride := NameCompositionSpec{
+		ArtifactSubmissionDraftTitle: {
+			Version: nomen.Version,
+			Segments: []nomen.Segment{
+				{Var: "keyword", Sep: " ", Missing: nomen.Omit()},
+				{Var: "date", Sep: "", Missing: nomen.Omit()},
+			},
+		},
+	}
+	if err := drafts.SetUserNameCompositions(ctx, userID, titleOverride); err != nil {
+		t.Fatalf("set title override: %v", err)
+	}
+	d, err := drafts.Create(ctx, userID, nil, "de.inf.lg.erwidg", "de")
+	if err != nil {
+		t.Fatalf("create with title override: %v", err)
+	}
+	// System default would be "<date> Klageerwiderung"; the override flips
+	// the order to "<keyword> <date>".
+	if want := "Klageerwiderung " + date; d.Name != want {
+		t.Errorf("title override not applied: name = %q, want %q", d.Name, want)
+	}
+
+	// (b2) Filename override beats system default ------------------------
+	fnOverride := NameCompositionSpec{
+		ArtifactSubmissionDocxFilename: {
+			Version: nomen.Version,
+			Segments: []nomen.Segment{
+				{Var: "keyword", Sep: "", Missing: nomen.Literal("submission")},
+			},
+		},
+	}
+	if err := drafts.SetUserNameCompositions(ctx, userID, fnOverride); err != nil {
+		t.Fatalf("set filename override: %v", err)
+	}
+	overrides, err := drafts.UserNameCompositions(ctx, userID)
+	if err != nil {
+		t.Fatalf("load overrides: %v", err)
+	}
+	rule := &models.DeadlineRule{Name: "Klageerwiderung"}
+	proj := &models.Project{CaseNumber: strPtr("UPC_CFI_1_2026")}
+	// System default would be "<date> Klageerwiderung (UPC_CFI_1_2026).docx";
+	// the override reduces it to just the keyword.
+	if got := RenderSubmissionFilenameFor(overrides, nil, rule, proj, "de", ""); got != "Klageerwiderung.docx" {
+		t.Errorf("filename override not applied: %q, want %q", got, "Klageerwiderung.docx")
+	}
+	// And the system default (nil overrides) is unchanged.
+	if got := RenderSubmissionFilename(rule, proj, "de", ""); got != date+" Klageerwiderung (UPC_CFI_1_2026).docx" {
+		t.Errorf("system default filename drifted: %q", got)
+	}
+
+	// (c) Legacy filename_keyword reads back-compat ----------------------
+	dLegacy, err := drafts.Create(ctx, userID, nil, "de.inf.lg.duplik", "de")
+	if err != nil {
+		t.Fatalf("create legacy draft: %v", err)
+	}
+	if _, err := pool.ExecContext(ctx,
+		`UPDATE paliad.submission_drafts SET composer_meta = '{"filename_keyword":"LegacyKW"}'::jsonb WHERE id = $1`,
+		dLegacy.ID); err != nil {
+		t.Fatalf("seed legacy composer_meta: %v", err)
+	}
+	reloaded, err := drafts.Get(ctx, userID, dLegacy.ID)
+	if err != nil {
+		t.Fatalf("get legacy draft: %v", err)
+	}
+	if kw := SubmissionFilenameKeyword(reloaded); kw != "LegacyKW" {
+		t.Errorf("legacy filename_keyword back-compat read = %q, want %q", kw, "LegacyKW")
+	}
+}

internal/services/name_composition_spec.go

@@ -0,0 +1,225 @@
+package services
+
+// Per-user name-composition overrides (t-paliad-356 Slice 3, PRD §3).
+//
+// users.name_compositions is a JSONB map { artifact_id: Composition } that
+// overrides the code-resident system default for an artifact. The validation
+// surface mirrors DashboardLayoutSpec exactly: Validate on write (known
+// artifact, segments reference known variables, version + segment cap),
+// SanitizeForRead on read (drop unknown artifacts and segments referencing
+// variables the catalog no longer has, clamp version). Resolution prefers a
+// valid user override over the system default; the firm slot (PRD §3.1) is
+// reserved for Slice 5 and not wired yet, so the system default is the
+// fallback directly below the user level in Slice 3.
+
+import (
+	"context"
+	"database/sql"
+	"encoding/json"
+	"errors"
+	"fmt"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+
+	"mgit.msbls.de/m/paliad/pkg/nomen"
+)
+
+// NameCompositionSpec is the parsed users.name_compositions jsonb: a map of
+// artifact_id -> overriding Composition. It marshals as the bare map.
+type NameCompositionSpec map[string]nomen.Composition
+
+// Validate enforces the write-time invariants: every key is a known artifact
+// and every composition is valid against that artifact's variable catalog.
+func (s NameCompositionSpec) Validate() error {
+	for id, comp := range s {
+		art, ok := NameArtifact(id)
+		if !ok {
+			return fmt.Errorf("%w: unknown name artifact %q", ErrInvalidInput, id)
+		}
+		if err := comp.Validate(art.Catalog); err != nil {
+			return fmt.Errorf("%w: artifact %q: %v", ErrInvalidInput, id, err)
+		}
+	}
+	return nil
+}
+
+// SanitizeForRead applies the forgiving read-path rules: drop overrides for
+// artifacts that no longer exist, and within each surviving override drop
+// segments referencing unknown variables and clamp the version. Mutates the
+// receiver; returns true if anything changed so the caller can persist the
+// cleaned value.
+func (s NameCompositionSpec) SanitizeForRead() bool {
+	changed := false
+	for id, comp := range s {
+		art, ok := NameArtifact(id)
+		if !ok {
+			delete(s, id)
+			changed = true
+			continue
+		}
+		if comp.SanitizeForRead(art.Catalog) {
+			changed = true
+		}
+		s[id] = comp
+	}
+	return changed
+}
+
+// ParseNameCompositionSpec decodes and validates a name_compositions payload.
+// Used on writes (API/test). An empty/NULL payload yields an empty spec.
+func ParseNameCompositionSpec(b []byte) (NameCompositionSpec, error) {
+	spec := NameCompositionSpec{}
+	if len(b) > 0 {
+		if err := json.Unmarshal(b, &spec); err != nil {
+			return nil, fmt.Errorf("%w: name_compositions JSON decode: %v", ErrInvalidInput, err)
+		}
+	}
+	if err := spec.Validate(); err != nil {
+		return nil, err
+	}
+	return spec, nil
+}
+
+// resolveComposition returns the first valid override for an artifact from the
+// supplied specs (highest precedence first), else the artifact's system
+// default. The precedence chain is per-document → user → firm → system (PRD
+// §3.1); the per-document layer is a variable-value override resolved in the
+// VarResolver, not here, so the specs passed are [user, firm] in that order
+// (Slice 5). A stored override is sanitised then validated; anything that
+// fails validation is skipped so a broken stored value can never render — the
+// next valid tier (or the system default) wins.
+func resolveComposition(artifactID string, specs ...NameCompositionSpec) nomen.Composition {
+	art := nameArtifacts[artifactID]
+	for _, spec := range specs {
+		if spec == nil {
+			continue
+		}
+		comp, ok := spec[artifactID]
+		if !ok {
+			continue
+		}
+		comp.SanitizeForRead(art.Catalog)
+		if len(comp.Segments) > 0 && comp.Validate(art.Catalog) == nil {
+			return comp
+		}
+	}
+	return art.SystemDefault
+}
+
+// getUserNameCompositions loads a user's name_compositions, sanitised for
+// read. A missing user or NULL column yields an empty (nil-safe) spec — the
+// caller then renders with system defaults. Shared by the title create path
+// and the filename download path so the SELECT lives in one place.
+func getUserNameCompositions(ctx context.Context, db *sqlx.DB, userID uuid.UUID) (NameCompositionSpec, error) {
+	var raw []byte
+	err := db.GetContext(ctx, &raw,
+		`SELECT name_compositions FROM paliad.users WHERE id = $1`, userID)
+	if errors.Is(err, sql.ErrNoRows) {
+		return NameCompositionSpec{}, nil
+	}
+	if err != nil {
+		return nil, fmt.Errorf("load name_compositions: %w", err)
+	}
+	spec := NameCompositionSpec{}
+	if len(raw) > 0 {
+		if err := json.Unmarshal(raw, &spec); err != nil {
+			// A corrupt stored value must not break draft creation — treat
+			// it as "no overrides" and let the next write replace it.
+			return NameCompositionSpec{}, nil
+		}
+	}
+	spec.SanitizeForRead()
+	return spec, nil
+}
+
+// getFirmNameCompositions loads the firm-wide default name_compositions
+// (Slice 5), sanitised for read. A missing singleton row yields an empty
+// (nil-safe) spec — the caller then renders with the user override or the
+// system default. Shared by the render path and the admin service so the
+// SELECT lives in one place; mirrors getUserNameCompositions.
+func getFirmNameCompositions(ctx context.Context, db *sqlx.DB) (NameCompositionSpec, error) {
+	var raw []byte
+	err := db.GetContext(ctx, &raw,
+		`SELECT compositions_json FROM paliad.firm_name_compositions WHERE id = 1`)
+	if errors.Is(err, sql.ErrNoRows) {
+		return NameCompositionSpec{}, nil
+	}
+	if err != nil {
+		return nil, fmt.Errorf("load firm_name_compositions: %w", err)
+	}
+	spec := NameCompositionSpec{}
+	if len(raw) > 0 {
+		if err := json.Unmarshal(raw, &spec); err != nil {
+			// A corrupt stored value must not break name rendering — treat it
+			// as "no firm default" and let the next admin write replace it.
+			return NameCompositionSpec{}, nil
+		}
+	}
+	spec.SanitizeForRead()
+	return spec, nil
+}
+
+// setFirmNameCompositions validates and upserts the firm-wide default map into
+// the id=1 singleton, recording updatedBy (uuid.Nil clears the column). The
+// admin API is the only writer.
+func setFirmNameCompositions(ctx context.Context, db *sqlx.DB, spec NameCompositionSpec, updatedBy uuid.UUID) error {
+	if err := spec.Validate(); err != nil {
+		return err
+	}
+	if spec == nil {
+		spec = NameCompositionSpec{}
+	}
+	b, err := json.Marshal(spec)
+	if err != nil {
+		return fmt.Errorf("marshal firm_name_compositions: %w", err)
+	}
+	var updaterArg any
+	if updatedBy != uuid.Nil {
+		updaterArg = updatedBy
+	}
+	_, err = db.ExecContext(ctx, `
+		INSERT INTO paliad.firm_name_compositions (id, compositions_json, updated_by, updated_at)
+		VALUES (1, $1::jsonb, $2, now())
+		ON CONFLICT (id) DO UPDATE
+		   SET compositions_json = EXCLUDED.compositions_json,
+		       updated_by        = EXCLUDED.updated_by,
+		       updated_at        = now()
+	`, json.RawMessage(b), updaterArg)
+	if err != nil {
+		return fmt.Errorf("persist firm_name_compositions: %w", err)
+	}
+	return nil
+}
+
+// clearFirmNameCompositions deletes the firm default so resolution falls
+// through to the system default. Idempotent.
+func clearFirmNameCompositions(ctx context.Context, db *sqlx.DB) error {
+	if _, err := db.ExecContext(ctx, `DELETE FROM paliad.firm_name_compositions WHERE id = 1`); err != nil {
+		return fmt.Errorf("clear firm_name_compositions: %w", err)
+	}
+	return nil
+}
+
+// setUserNameCompositions validates and persists a user's full
+// name_compositions map. The S4 settings API and the Slice-3 live tests call
+// this; it is the single write path.
+func setUserNameCompositions(ctx context.Context, db *sqlx.DB, userID uuid.UUID, spec NameCompositionSpec) error {
+	if err := spec.Validate(); err != nil {
+		return err
+	}
+	if spec == nil {
+		spec = NameCompositionSpec{}
+	}
+	b, err := json.Marshal(spec)
+	if err != nil {
+		return fmt.Errorf("marshal name_compositions: %w", err)
+	}
+	_, err = db.ExecContext(ctx,
+		`UPDATE paliad.users SET name_compositions = $1::jsonb WHERE id = $2`,
+		json.RawMessage(b), userID)
+	if err != nil {
+		return fmt.Errorf("persist name_compositions: %w", err)
+	}
+	return nil
+}

internal/services/name_composition_spec_test.go

@@ -0,0 +1,81 @@
+package services
+
+import (
+	"testing"
+
+	"mgit.msbls.de/m/paliad/pkg/nomen"
+)
+
+// A minimal valid override for the filename artifact: date + keyword only.
+func sampleFilenameOverride() nomen.Composition {
+	return nomen.Composition{
+		Version: nomen.Version,
+		Segments: []nomen.Segment{
+			{Var: "date", Sep: " ", Missing: nomen.Omit()},
+			{Var: "keyword", Sep: "", Missing: nomen.Literal("submission")},
+		},
+	}
+}
+
+func TestNameCompositionSpec_Validate(t *testing.T) {
+	ok := NameCompositionSpec{ArtifactSubmissionDocxFilename: sampleFilenameOverride()}
+	if err := ok.Validate(); err != nil {
+		t.Fatalf("valid spec rejected: %v", err)
+	}
+
+	unknownArtifact := NameCompositionSpec{"no_such_artifact": sampleFilenameOverride()}
+	if err := unknownArtifact.Validate(); err == nil {
+		t.Errorf("unknown artifact accepted")
+	}
+
+	unknownVar := NameCompositionSpec{ArtifactSubmissionDocxFilename: {
+		Version:  nomen.Version,
+		Segments: []nomen.Segment{{Var: "opponent"}}, // not in the filename catalog
+	}}
+	if err := unknownVar.Validate(); err == nil {
+		t.Errorf("override referencing a variable outside the artifact catalog accepted")
+	}
+}
+
+func TestNameCompositionSpec_SanitizeForRead(t *testing.T) {
+	spec := NameCompositionSpec{
+		"no_such_artifact":             sampleFilenameOverride(),
+		ArtifactSubmissionDocxFilename: {Version: 0, Segments: []nomen.Segment{{Var: "date"}, {Var: "ghost"}}},
+	}
+	changed := spec.SanitizeForRead()
+	if !changed {
+		t.Fatalf("SanitizeForRead reported no change")
+	}
+	if _, ok := spec["no_such_artifact"]; ok {
+		t.Errorf("unknown artifact survived sanitisation")
+	}
+	got := spec[ArtifactSubmissionDocxFilename]
+	if got.Version != nomen.Version {
+		t.Errorf("version not clamped: %d", got.Version)
+	}
+	if len(got.Segments) != 1 || got.Segments[0].Var != "date" {
+		t.Errorf("ghost segment survived: %+v", got.Segments)
+	}
+}
+
+func TestResolveComposition(t *testing.T) {
+	// nil overrides → system default.
+	sys := resolveComposition(ArtifactSubmissionDocxFilename, nil)
+	if len(sys.Segments) != 3 {
+		t.Errorf("system default filename composition = %d segments, want 3", len(sys.Segments))
+	}
+
+	// A valid user override wins.
+	override := sampleFilenameOverride()
+	got := resolveComposition(ArtifactSubmissionDocxFilename, NameCompositionSpec{ArtifactSubmissionDocxFilename: override})
+	if len(got.Segments) != 2 {
+		t.Errorf("override not applied: got %d segments, want 2", len(got.Segments))
+	}
+
+	// An override that sanitises down to zero segments falls back to system.
+	empty := NameCompositionSpec{ArtifactSubmissionDocxFilename: {Version: nomen.Version, Segments: []nomen.Segment{{Var: "ghost"}}}}
+	fb := resolveComposition(ArtifactSubmissionDocxFilename, empty)
+	if len(fb.Segments) != 3 {
+		t.Errorf("invalid override should fall back to system default; got %d segments", len(fb.Segments))
+	}
+}

internal/services/name_template.go

@@ -0,0 +1,241 @@
+package services
+
+// Paliad-side glue for the nomen token-template shorthand (t-paliad-356 Slice 4,
+// PRD §7). The settings UI edits a single-line "{var}" template per artifact;
+// this file is the single authority that turns that string into a validated
+// nomen.Composition and renders the live previews. The frontend never parses
+// templates itself — it round-trips through these functions so the engine stays
+// the one source of truth (no duplicated parser to drift out of sync).
+//
+//   - ParseNameTemplate: shorthand -> Composition. The shorthand carries Var,
+//     separators and paren Wraps (nomen.ParseTemplate); MissingRules are NOT in
+//     the shorthand (PRD §7), so they are overlaid here from the artifact's
+//     system default. The result is validated against the artifact catalog.
+//   - PreviewNameComposition: renders a parsed template against a fixed sample
+//     (all project vars present) and an empties resolver (only the always-on
+//     date), so the user sees both the normal result and the missing-rule
+//     behaviour.
+//   - SettingsNameArtifacts: the ordered, localised view the settings page
+//     reads to build its per-artifact cards.
+
+import (
+	"fmt"
+	"sort"
+	"time"
+
+	"mgit.msbls.de/m/paliad/pkg/nomen"
+)
+
+// settingsNameArtifactOrder fixes the order the two wired artifacts appear in
+// the settings UI (title before filename). New wired artifacts append here.
+var settingsNameArtifactOrder = []string{
+	ArtifactSubmissionDraftTitle,
+	ArtifactSubmissionDocxFilename,
+}
+
+// canonicalVarOrder fixes the palette chip order so it is deterministic across
+// requests (catalogs are maps). Vars absent from this list sort after the known
+// ones, alphabetically — a safety net for future catalog additions.
+var canonicalVarOrder = []string{"date", "client", "forum", "opponent", "keyword", "case_number"}
+
+// ParseNameTemplate compiles a token-template shorthand into a validated
+// Composition for an artifact. MissingRules come from the artifact's system
+// default (a var the default does not carry keeps the parser's KindOmit); the
+// shorthand never sets them (PRD §7). Returns an ErrInvalidInput-wrapped error
+// for an unknown artifact, a malformed template, or an unknown variable.
+func ParseNameTemplate(artifactID, template string) (nomen.Composition, error) {
+	art, ok := NameArtifact(artifactID)
+	if !ok {
+		return nomen.Composition{}, fmt.Errorf("%w: unknown name artifact %q", ErrInvalidInput, artifactID)
+	}
+	comp, err := nomen.ParseTemplate(template)
+	if err != nil {
+		return nomen.Composition{}, fmt.Errorf("%w: %v", ErrInvalidInput, err)
+	}
+	missing := make(map[string]nomen.MissingRule, len(art.SystemDefault.Segments))
+	for _, seg := range art.SystemDefault.Segments {
+		missing[seg.Var] = seg.Missing
+	}
+	for i := range comp.Segments {
+		if m, ok := missing[comp.Segments[i].Var]; ok {
+			comp.Segments[i].Missing = m
+		}
+	}
+	if err := comp.Validate(art.Catalog); err != nil {
+		return nomen.Composition{}, fmt.Errorf("%w: %v", ErrInvalidInput, err)
+	}
+	return comp, nil
+}
+
+// nameSampleResolver is the fixed preview fixture (PRD §7): client "Bayer AG",
+// forum "UPC", opponent "Sandoz", case "UPC_CFI_123/2026", render-time today.
+// keyword is intentionally absent so it exercises its missing rule (the title
+// omits it — matching a real project draft; the filename falls back to the
+// "submission" literal). When full is false only the always-on date resolves,
+// so the preview shows the missing-rule behaviour for every project-derived
+// variable.
+func nameSampleResolver(full bool) nomen.VarResolver {
+	return func(key string) (string, bool) {
+		if key == "date" {
+			return nomenDateBerlin(time.Now()), true
+		}
+		if !full {
+			return "", false
+		}
+		switch key {
+		case "client":
+			return "Bayer AG", true
+		case "forum":
+			return "UPC", true
+		case "opponent":
+			return "Sandoz", true
+		case "case_number":
+			return "UPC_CFI_123/2026", true
+		}
+		return "", false
+	}
+}
+
+// PreviewNameComposition parses a template for an artifact and renders it twice:
+// full (the fixed sample with all project vars present) and empty (only the
+// always-on date, so missing rules show). A parse/validation error is returned
+// instead — the caller surfaces it inline and disables Save.
+func PreviewNameComposition(artifactID, template string) (full, empty string, err error) {
+	comp, err := ParseNameTemplate(artifactID, template)
+	if err != nil {
+		return "", "", err
+	}
+	art, _ := NameArtifact(artifactID)
+	full = comp.Render(nameSampleResolver(true), art.Target)
+	empty = comp.Render(nameSampleResolver(false), art.Target)
+	return full, empty, nil
+}
+
+// NameVarView is one palette chip: a variable's key plus its localised labels.
+type NameVarView struct {
+	Var     string `json:"var"`
+	Label   string `json:"label"`
+	LabelEN string `json:"label_en"`
+}
+
+// NameCompositionView is one artifact's settings card. Template is the
+// effective composition shown to the user (user override → firm default →
+// system, first present wins); previews render that effective template.
+// IsOverride flags a per-user override; FirmIsSet/FirmTemplate expose the firm
+// tier (for the admin firm controls and the "firm default" badge);
+// SystemTemplate is the code-resident default (the ultimate fallback and the
+// admin "reset firm to system" reference).
+type NameCompositionView struct {
+	ArtifactID     string        `json:"artifact_id"`
+	Label          string        `json:"label"`
+	LabelEN        string        `json:"label_en"`
+	Template       string        `json:"template"`
+	SystemTemplate string        `json:"system_template"`
+	IsOverride     bool          `json:"is_override"`
+	FirmIsSet      bool          `json:"firm_is_set"`
+	FirmTemplate   string        `json:"firm_template"`
+	Palette        []NameVarView `json:"palette"`
+	PreviewFull    string        `json:"preview_full"`
+	PreviewEmpty   string        `json:"preview_empty"`
+}
+
+// orderedPalette returns an artifact catalog's variables as palette chips in
+// canonicalVarOrder (unknown vars alphabetical, last).
+func orderedPalette(catalog nomen.VarCatalog) []NameVarView {
+	rank := make(map[string]int, len(canonicalVarOrder))
+	for i, v := range canonicalVarOrder {
+		rank[v] = i
+	}
+	out := make([]NameVarView, 0, len(catalog))
+	for key, def := range catalog {
+		out = append(out, NameVarView{Var: key, Label: def.Label, LabelEN: def.LabelEN})
+	}
+	sort.Slice(out, func(i, j int) bool {
+		ri, oki := rank[out[i].Var]
+		rj, okj := rank[out[j].Var]
+		switch {
+		case oki && okj:
+			return ri < rj
+		case oki != okj:
+			return oki // known vars before unknown
+		default:
+			return out[i].Var < out[j].Var
+		}
+	})
+	return out
+}
+
+// SettingsNameArtifacts builds the per-artifact views for the settings page,
+// applying the precedence chain user → firm → system per artifact. Both spec
+// maps are already SanitizeForRead'd by their loaders; either may be nil.
+// Order is fixed by settingsNameArtifactOrder.
+func SettingsNameArtifacts(user, firm NameCompositionSpec) []NameCompositionView {
+	views := make([]NameCompositionView, 0, len(settingsNameArtifactOrder))
+	for _, id := range settingsNameArtifactOrder {
+		if v, ok := SettingsNameArtifact(id, user, firm); ok {
+			views = append(views, v)
+		}
+	}
+	return views
+}
+
+// SettingsNameArtifact builds one artifact's settings view, resolving the
+// effective template via user → firm → system. Returns (zero, false) for an
+// unknown artifact id. Used by the per-artifact PUT/DELETE responses so the
+// client refreshes only the touched card.
+func SettingsNameArtifact(id string, user, firm NameCompositionSpec) (NameCompositionView, bool) {
+	art, ok := NameArtifact(id)
+	if !ok {
+		return NameCompositionView{}, false
+	}
+	systemTemplate := art.SystemDefault.Template()
+
+	firmComp, firmIsSet := storedComposition(firm, id)
+	firmTemplate := ""
+	if firmIsSet {
+		firmTemplate = firmComp.Template()
+	}
+
+	// Effective template: user override wins, else the firm default, else
+	// system. IsOverride flags only the per-user tier (the "you customised
+	// this" badge); the firm tier surfaces via FirmIsSet/FirmTemplate.
+	template := systemTemplate
+	isOverride := false
+	if userComp, ok := storedComposition(user, id); ok {
+		template = userComp.Template()
+		isOverride = true
+	} else if firmIsSet {
+		template = firmTemplate
+	}
+
+	// Previews reflect the effective template; a parse error here would mean a
+	// stored composition we already validated is somehow unparseable — fall
+	// back to empty previews rather than failing the page.
+	full, empty, _ := PreviewNameComposition(id, template)
+	return NameCompositionView{
+		ArtifactID:     id,
+		Label:          art.Label,
+		LabelEN:        art.LabelEN,
+		Template:       template,
+		SystemTemplate: systemTemplate,
+		IsOverride:     isOverride,
+		FirmIsSet:      firmIsSet,
+		FirmTemplate:   firmTemplate,
+		Palette:        orderedPalette(art.Catalog),
+		PreviewFull:    full,
+		PreviewEmpty:   empty,
+	}, true
+}
+
+// storedComposition returns (comp, true) when spec carries a non-empty
+// composition for the artifact, else (zero, false).
+func storedComposition(spec NameCompositionSpec, id string) (nomen.Composition, bool) {
+	if spec == nil {
+		return nomen.Composition{}, false
+	}
+	comp, ok := spec[id]
+	if !ok || len(comp.Segments) == 0 {
+		return nomen.Composition{}, false
+	}
+	return comp, true
+}

internal/services/name_template_test.go

@@ -0,0 +1,174 @@
+package services
+
+import (
+	"regexp"
+	"strings"
+	"testing"
+
+	"mgit.msbls.de/m/paliad/pkg/nomen"
+)
+
+var datePrefix = regexp.MustCompile(`^\d{4}-\d{2}-\d{2}`)
+
+// TestParseNameTemplate_RoundTripsSystemDefaults asserts the system-default
+// compositions survive Template() -> ParseNameTemplate unchanged in
+// Var/Sep/Wrap, with MissingRules re-overlaid from the default. This is the
+// guard that the settings shorthand is a faithful authoring view of the seed.
+func TestParseNameTemplate_RoundTripsSystemDefaults(t *testing.T) {
+	for _, id := range []string{ArtifactSubmissionDraftTitle, ArtifactSubmissionDocxFilename} {
+		art, _ := NameArtifact(id)
+		tmpl := art.SystemDefault.Template()
+		got, err := ParseNameTemplate(id, tmpl)
+		if err != nil {
+			t.Fatalf("%s: ParseNameTemplate(%q): %v", id, tmpl, err)
+		}
+		want := art.SystemDefault
+		if len(got.Segments) != len(want.Segments) {
+			t.Fatalf("%s: %d segments, want %d", id, len(got.Segments), len(want.Segments))
+		}
+		for i, seg := range got.Segments {
+			w := want.Segments[i]
+			if seg.Var != w.Var || seg.Sep != w.Sep || seg.Wrap != w.Wrap || seg.Missing != w.Missing {
+				t.Errorf("%s seg %d = %+v, want %+v", id, i, seg, w)
+			}
+		}
+	}
+}
+
+func TestParseNameTemplate_Errors(t *testing.T) {
+	cases := []struct {
+		name, artifact, template string
+	}{
+		{"unknown artifact", "nope", "{date}"},
+		{"unknown variable", ArtifactSubmissionDocxFilename, "{date} {client}"}, // client not in filename catalog
+		{"malformed", ArtifactSubmissionDraftTitle, "{date"},
+	}
+	for _, c := range cases {
+		t.Run(c.name, func(t *testing.T) {
+			if _, err := ParseNameTemplate(c.artifact, c.template); err == nil {
+				t.Errorf("expected error, got nil")
+			}
+		})
+	}
+}
+
+// TestPreviewNameComposition_SystemDefaults asserts the fixed-sample previews
+// match the two shipped schemes. The date is render-time today, so only its
+// shape is checked; the rest is byte-exact.
+func TestPreviewNameComposition_SystemDefaults(t *testing.T) {
+	titleTmpl, _ := NameArtifact(ArtifactSubmissionDraftTitle)
+	full, empty, err := PreviewNameComposition(ArtifactSubmissionDraftTitle, titleTmpl.SystemDefault.Template())
+	if err != nil {
+		t.Fatalf("title preview: %v", err)
+	}
+	if !datePrefix.MatchString(full) {
+		t.Errorf("title full preview %q has no leading date", full)
+	}
+	if !strings.HasSuffix(full, " Bayer AG ./. UPC ./. Sandoz") {
+		t.Errorf("title full preview = %q, want date + ' Bayer AG ./. UPC ./. Sandoz'", full)
+	}
+	if !datePrefix.MatchString(empty) || strings.ContainsAny(empty, " ") {
+		t.Errorf("title empty preview = %q, want bare date (all party segments omitted)", empty)
+	}
+
+	fnTmpl, _ := NameArtifact(ArtifactSubmissionDocxFilename)
+	full, empty, err = PreviewNameComposition(ArtifactSubmissionDocxFilename, fnTmpl.SystemDefault.Template())
+	if err != nil {
+		t.Fatalf("filename preview: %v", err)
+	}
+	if !strings.HasSuffix(full, " submission (UPC_CFI_123_2026).docx") {
+		// '/' in the sample case number is sanitised to '_' by the filename target.
+		t.Errorf("filename full preview = %q, want date + ' submission (UPC_CFI_123_2026).docx'", full)
+	}
+	if !strings.HasSuffix(empty, " submission (Az. folgt).docx") {
+		t.Errorf("filename empty preview = %q, want date + ' submission (Az. folgt).docx'", empty)
+	}
+}
+
+// TestSettingsNameArtifacts_OverrideShown asserts a stored override surfaces as
+// IsOverride with its own template, while the untouched artifact stays system.
+func TestSettingsNameArtifacts_OverrideShown(t *testing.T) {
+	override := nomen.Composition{Version: nomen.Version, Segments: []nomen.Segment{
+		{Var: "date", Sep: " ", Missing: nomen.Omit()},
+		{Var: "keyword", Missing: nomen.Literal(submissionKeywordFallback)},
+	}}
+	spec := NameCompositionSpec{ArtifactSubmissionDocxFilename: override}
+
+	views := SettingsNameArtifacts(spec, nil)
+	if len(views) != 2 {
+		t.Fatalf("got %d views, want 2", len(views))
+	}
+	byID := map[string]NameCompositionView{}
+	for _, v := range views {
+		byID[v.ArtifactID] = v
+	}
+	if v := byID[ArtifactSubmissionDocxFilename]; !v.IsOverride || v.Template != "{date} {keyword}" {
+		t.Errorf("filename view = %+v, want IsOverride + template '{date} {keyword}'", v)
+	}
+	if v := byID[ArtifactSubmissionDraftTitle]; v.IsOverride {
+		t.Errorf("title view should be system default (no override), got IsOverride")
+	}
+	// Order is fixed: title first, filename second.
+	if views[0].ArtifactID != ArtifactSubmissionDraftTitle || views[1].ArtifactID != ArtifactSubmissionDocxFilename {
+		t.Errorf("artifact order = [%s %s], want [title filename]", views[0].ArtifactID, views[1].ArtifactID)
+	}
+}
+
+// TestSettingsNameArtifact_FirmTier asserts the firm tier shows through when
+// the user has no override, and that a user override still wins over the firm
+// default. Mirrors the precedence user → firm → system.
+func TestSettingsNameArtifact_FirmTier(t *testing.T) {
+	firmComp := nomen.Composition{Version: nomen.Version, Segments: []nomen.Segment{
+		{Var: "date", Sep: " ", Missing: nomen.Omit()},
+		{Var: "keyword", Missing: nomen.Literal(submissionKeywordFallback)},
+	}}
+	firm := NameCompositionSpec{ArtifactSubmissionDocxFilename: firmComp}
+
+	// No user override → effective template is the firm default; FirmIsSet set.
+	v, ok := SettingsNameArtifact(ArtifactSubmissionDocxFilename, nil, firm)
+	if !ok {
+		t.Fatal("artifact not found")
+	}
+	if v.IsOverride {
+		t.Errorf("IsOverride should be false (no user override), got true")
+	}
+	if !v.FirmIsSet || v.FirmTemplate != "{date} {keyword}" {
+		t.Errorf("firm tier = (set=%v, tmpl=%q), want (true, '{date} {keyword}')", v.FirmIsSet, v.FirmTemplate)
+	}
+	if v.Template != "{date} {keyword}" {
+		t.Errorf("effective template = %q, want firm default '{date} {keyword}'", v.Template)
+	}
+
+	// A user override beats the firm default in the effective template.
+	userComp := nomen.Composition{Version: nomen.Version, Segments: []nomen.Segment{
+		{Var: "date", Missing: nomen.Omit()},
+	}}
+	user := NameCompositionSpec{ArtifactSubmissionDocxFilename: userComp}
+	v, _ = SettingsNameArtifact(ArtifactSubmissionDocxFilename, user, firm)
+	if !v.IsOverride || v.Template != "{date}" {
+		t.Errorf("user override should win: IsOverride=%v template=%q, want true '{date}'", v.IsOverride, v.Template)
+	}
+	if !v.FirmIsSet {
+		t.Errorf("FirmIsSet should remain true even when user override wins")
+	}
+}
+
+// TestResolveComposition_Precedence pins the render-path precedence: user beats
+// firm beats system; nil/empty tiers are skipped.
+func TestResolveComposition_Precedence(t *testing.T) {
+	sys := nameArtifacts[ArtifactSubmissionDocxFilename].SystemDefault
+	firmComp := nomen.Composition{Version: nomen.Version, Segments: []nomen.Segment{{Var: "date", Missing: nomen.Omit()}}}
+	userComp := nomen.Composition{Version: nomen.Version, Segments: []nomen.Segment{{Var: "keyword", Missing: nomen.Literal("x")}}}
+	firm := NameCompositionSpec{ArtifactSubmissionDocxFilename: firmComp}
+	user := NameCompositionSpec{ArtifactSubmissionDocxFilename: userComp}
+
+	if got := resolveComposition(ArtifactSubmissionDocxFilename, nil, nil); len(got.Segments) != len(sys.Segments) {
+		t.Errorf("no overrides → system default, got %d segments", len(got.Segments))
+	}
+	if got := resolveComposition(ArtifactSubmissionDocxFilename, nil, firm); got.Template() != firmComp.Template() {
+		t.Errorf("firm beats system: got %q", got.Template())
+	}
+	if got := resolveComposition(ArtifactSubmissionDocxFilename, user, firm); got.Template() != userComp.Template() {
+		t.Errorf("user beats firm: got %q", got.Template())
+	}
+}

internal/services/namegen.go

@@ -0,0 +1,302 @@
+package services
+
+// Paliad-side wiring for the pkg/nomen composition engine
+// (docs/plans/prd-filename-generator-2026-06-01.md, Slice 1).
+//
+// pkg/nomen stays pure; this file holds the paliad-specific pieces:
+//   - the variable catalogs (which variables each artifact exposes),
+//   - the seed system-default Compositions that reproduce the two shipped
+//     naming schemes byte-for-byte (#155 draft title, t-paliad-354 .docx
+//     filename),
+//   - the per-render VarResolvers built from the existing submission_autoname
+//     helpers (submissionForumShort / submissionOpponentName / derefString),
+//   - and the artifact registry binding artifact -> catalog -> target ->
+//     default.
+//
+// The two public entry points (AutoSubmissionTitle here-adjacent, and
+// RenderSubmissionFilename) render through the registry so the engine is the
+// single source of truth. Folding the two schemes in as DATA (compositions)
+// rather than code is the whole point: future levels (user/firm overrides,
+// non-project degradation) layer on without re-deriving the assembly logic.
+
+import (
+	"strings"
+	"time"
+
+	"mgit.msbls.de/m/paliad/internal/models"
+	"mgit.msbls.de/m/paliad/pkg/nomen"
+)
+
+// Artifact identifiers. v1 wires the two submission artifacts; further
+// artifacts (docforge export, data-zip, projection slug — PRD §4) register
+// alongside their own slice, with their own catalog/resolver, when they opt
+// in. They are intentionally NOT registered here as placeholders: an
+// artifact with no resolver and no consumer would be dead code.
+const (
+	ArtifactSubmissionDraftTitle   = "submission_draft_title"
+	ArtifactSubmissionDocxFilename = "submission_docx_filename"
+)
+
+// submissionFilenamePlaceholder fills the bracketed case-number slot when the
+// project has no Aktenzeichen yet (t-paliad-354). Kept as a named const so
+// the wording stays one-line changeable (m left the exact text open).
+const submissionFilenamePlaceholder = "Az. folgt"
+
+// submissionKeywordFallback is the keyword used when neither a user override
+// nor a rule name resolves (t-paliad-354).
+const submissionKeywordFallback = "submission"
+
+// Artifact binds a named output to its variable catalog, render target, and
+// system-default composition. The catalog drives validation + the settings
+// palette; the default is the seed used when no override exists.
+type Artifact struct {
+	ID            string
+	Label         string
+	LabelEN       string
+	Catalog       nomen.VarCatalog
+	Target        nomen.RenderTarget
+	SystemDefault nomen.Composition
+}
+
+// nameArtifacts is the v1 registry. Lookup via NameArtifact.
+var nameArtifacts = map[string]Artifact{
+	ArtifactSubmissionDraftTitle: {
+		ID:            ArtifactSubmissionDraftTitle,
+		Label:         "Entwurfstitel",
+		LabelEN:       "Draft title",
+		Catalog:       submissionTitleCatalog(),
+		Target:        nomen.PlainTarget("title"),
+		SystemDefault: submissionDraftTitleComposition(),
+	},
+	ArtifactSubmissionDocxFilename: {
+		ID:      ArtifactSubmissionDocxFilename,
+		Label:   "Dateiname (.docx)",
+		LabelEN: "File name (.docx)",
+		Catalog: submissionFilenameCatalog(),
+		Target: nomen.FuncTarget{
+			NameVal:   "filename",
+			Sanitiser: SanitiseSubmissionFileName,
+			Suffix:    ".docx",
+		},
+		SystemDefault: submissionDocxFilenameComposition(),
+	},
+}
+
+// NameArtifact returns the registered artifact for id, or (zero, false).
+func NameArtifact(id string) (Artifact, bool) {
+	a, ok := nameArtifacts[id]
+	return a, ok
+}
+
+// SubmissionFilenameKeyword reads the per-document keyword override from a
+// draft's decoded composer_meta. The canonical shape is
+// composer_meta.name_overrides.keyword (Slice 3); the legacy
+// composer_meta.filename_keyword (t-paliad-354) is still honoured as
+// name_overrides.keyword (back-compat read). Returns "" when absent/blank —
+// the caller then falls back to the auto-derived rule name.
+func SubmissionFilenameKeyword(d *SubmissionDraft) string {
+	if d == nil || d.ComposerMeta == nil {
+		return ""
+	}
+	if no, ok := d.ComposerMeta["name_overrides"].(map[string]any); ok {
+		if v, ok := no["keyword"].(string); ok {
+			if t := strings.TrimSpace(v); t != "" {
+				return t
+			}
+		}
+	}
+	if v, ok := d.ComposerMeta["filename_keyword"].(string); ok {
+		return strings.TrimSpace(v)
+	}
+	return ""
+}
+
+// ---------------------------------------------------------------------------
+// Seed compositions (the two shipped schemes, as data — PRD §5).
+// ---------------------------------------------------------------------------
+
+// submissionDraftTitleComposition reproduces AutoSubmissionTitle (#155) and
+// carries the non-project degradation (Slice 2, PRD §6):
+//
+//	project draft:     <date> <client> ./. <forum> ./. <opponent>
+//	non-project draft: <date> <keyword>
+//
+// Trailing separators: the date joins the next segment with a space, the
+// identity segments join each other with " ./. ". Because separators are
+// owned by the left segment, dropping any identity segment (or all of them)
+// still yields the byte-exact original — e.g. client-absent renders
+// "<date> <forum> ./. <opponent>" with a single space after the date.
+//
+// The identity trio and the keyword are mutually exclusive by construction:
+// project drafts resolve client/forum/opponent and leave keyword empty;
+// non-project drafts have no project so the trio omits and the keyword
+// (document type, or an "Entwurf"/"Draft" fallback) carries the name. A
+// project draft therefore renders identically to #155 (keyword omits), which
+// is the Slice-2 regression guard. opponent.Sep is unused under this
+// invariant (it would only fire if both opponent and keyword emitted).
+func submissionDraftTitleComposition() nomen.Composition {
+	return nomen.Composition{
+		Version: nomen.Version,
+		Segments: []nomen.Segment{
+			{Var: "date", Sep: " ", Missing: nomen.Omit()},
+			{Var: "client", Sep: " ./. ", Missing: nomen.Omit()},
+			{Var: "forum", Sep: " ./. ", Missing: nomen.Omit()},
+			{Var: "opponent", Sep: " ./. ", Missing: nomen.Omit()},
+			{Var: "keyword", Sep: "", Missing: nomen.Omit()},
+		},
+	}
+}
+
+// submissionDocxFilenameComposition reproduces submissionFileName (354):
+//
+//	<date> <keyword> (<case number>).docx
+//
+// keyword falls back to a fixed "submission" literal; the case number is
+// always rendered in parentheses, falling back to a placeholder when the
+// project has no Aktenzeichen. The .docx suffix and per-value sanitisation
+// come from the artifact's FuncTarget, not the composition.
+func submissionDocxFilenameComposition() nomen.Composition {
+	return nomen.Composition{
+		Version: nomen.Version,
+		Segments: []nomen.Segment{
+			{Var: "date", Sep: " ", Missing: nomen.Omit()},
+			{Var: "keyword", Sep: " ", Missing: nomen.Literal(submissionKeywordFallback)},
+			{Var: "case_number", Sep: "", Wrap: [2]string{"(", ")"}, Missing: nomen.Placeholder(submissionFilenamePlaceholder)},
+		},
+	}
+}
+
+// ---------------------------------------------------------------------------
+// Variable catalogs.
+// ---------------------------------------------------------------------------
+
+func submissionTitleCatalog() nomen.VarCatalog {
+	return nomen.VarCatalog{
+		"date":     {Key: "date", Label: "Datum", LabelEN: "Date", Group: "common", Description: "Aktuelles Datum (Europe/Berlin), JJJJ-MM-TT"},
+		"client":   {Key: "client", Label: "Mandant", LabelEN: "Client", Group: "parties", Description: "Name des Mandanten (Wurzel der Akte)"},
+		"forum":    {Key: "forum", Label: "Forum", LabelEN: "Forum", Group: "proceeding", Description: "Kurzbezeichnung des Forums (UPC, EPA, LG, …)"},
+		"opponent": {Key: "opponent", Label: "Gegner", LabelEN: "Opponent", Group: "parties", Description: "Name der Gegenseite"},
+		"keyword":  {Key: "keyword", Label: "Stichwort", LabelEN: "Keyword", Group: "document", Description: "Dokumenttyp — trägt den Namen projektloser Entwürfe"},
+	}
+}
+
+func submissionFilenameCatalog() nomen.VarCatalog {
+	return nomen.VarCatalog{
+		"date":        {Key: "date", Label: "Datum", LabelEN: "Date", Group: "common", Description: "Aktuelles Datum (Europe/Berlin), JJJJ-MM-TT"},
+		"keyword":     {Key: "keyword", Label: "Stichwort", LabelEN: "Keyword", Group: "document", Description: "Dokument-/Schriftsatztyp; überschreibbar"},
+		"case_number": {Key: "case_number", Label: "Aktenzeichen", LabelEN: "Case number", Group: "proceeding", Description: "Aktenzeichen des Verfahrens"},
+	}
+}
+
+// ---------------------------------------------------------------------------
+// Resolvers.
+// ---------------------------------------------------------------------------
+
+// nomenDateBerlin formats t as the JJJJ-MM-TT date in Europe/Berlin,
+// matching both shipped schemes. A failed zone load leaves t untouched
+// (same fallback the original code used).
+func nomenDateBerlin(t time.Time) string {
+	if loc, err := time.LoadLocation("Europe/Berlin"); err == nil {
+		t = t.In(loc)
+	}
+	return t.Format("2006-01-02")
+}
+
+// submissionTitleResolver yields the draft-title variables. now is injected
+// (tests pin a fixed instant); the three identity segments resolve from the
+// existing helpers and report absence so the composition's Omit rule drops
+// them. keyword is empty for project drafts (the trio carries the name) and
+// holds the document type — or an "Entwurf"/"Draft" fallback — for
+// project-less drafts (Slice 2); the caller resolves it (it needs a DB hop)
+// and passes the value in, keeping this resolver pure.
+func submissionTitleResolver(now time.Time, clientName string, project *models.Project, parties []models.Party, pt *models.ProceedingType, keyword string) nomen.VarResolver {
+	return func(key string) (string, bool) {
+		switch key {
+		case "date":
+			return nomenDateBerlin(now), true
+		case "client":
+			c := strings.TrimSpace(clientName)
+			return c, c != ""
+		case "forum":
+			f := submissionForumShort(pt)
+			return f, f != ""
+		case "opponent":
+			ourSide := ""
+			if project != nil {
+				ourSide = derefString(project.OurSide)
+			}
+			o := submissionOpponentName(parties, ourSide)
+			return o, o != ""
+		case "keyword":
+			k := strings.TrimSpace(keyword)
+			return k, k != ""
+		}
+		return "", false
+	}
+}
+
+// renderSubmissionDraftTitle is the single render path for the
+// submission_draft_title artifact, shared by the project path
+// (AutoSubmissionTitle, keyword="") and the non-project path
+// (autoNameForNonProject, trio nil + keyword set). overrides may carry a
+// per-user composition override (Slice 3); nil renders the system default.
+func renderSubmissionDraftTitle(user, firm NameCompositionSpec, now time.Time, clientName string, project *models.Project, parties []models.Party, pt *models.ProceedingType, keyword string) string {
+	comp := resolveComposition(ArtifactSubmissionDraftTitle, user, firm)
+	resolve := submissionTitleResolver(now, clientName, project, parties, pt, keyword)
+	return comp.Render(resolve, nameArtifacts[ArtifactSubmissionDraftTitle].Target)
+}
+
+// submissionFilenameResolver yields the .docx-filename variables. The date is
+// render-time "today" (the original used time.Now()); keyword applies the
+// override -> lang-aware rule name precedence and reports absence so the
+// composition's "submission" literal kicks in; case_number reports absence so
+// the "(Az. folgt)" placeholder kicks in.
+func submissionFilenameResolver(rule *models.DeadlineRule, project *models.Project, lang, keyword string) nomen.VarResolver {
+	return func(key string) (string, bool) {
+		switch key {
+		case "date":
+			return nomenDateBerlin(time.Now()), true
+		case "keyword":
+			kw := strings.TrimSpace(keyword)
+			if kw == "" && rule != nil {
+				kw = strings.TrimSpace(rule.Name)
+				if strings.EqualFold(lang, "en") && strings.TrimSpace(rule.NameEN) != "" {
+					kw = strings.TrimSpace(rule.NameEN)
+				}
+			}
+			return kw, kw != ""
+		case "case_number":
+			if project != nil && project.CaseNumber != nil {
+				c := strings.TrimSpace(*project.CaseNumber)
+				if c != "" {
+					return c, true
+				}
+			}
+			return "", false
+		}
+		return "", false
+	}
+}
+
+// RenderSubmissionFilename produces the user-facing download name for a
+// generated submission (t-paliad-354), rendered through the nomen engine:
+// "<JJJJ-MM-TT> <keyword> (<case number>).docx". keyword is the user override
+// when set, else the lang-aware rule name, else "submission"; the case number
+// falls back to "(Az. folgt)" when the project has no Aktenzeichen. Each
+// variable value is sanitised for SMB-safe filenames while the frame (spaces,
+// parentheses, .docx) is preserved.
+func RenderSubmissionFilename(rule *models.DeadlineRule, project *models.Project, lang, keyword string) string {
+	return RenderSubmissionFilenameFor(nil, nil, rule, project, lang, keyword)
+}
+
+// RenderSubmissionFilenameFor renders the .docx filename honouring the
+// composition precedence chain user → firm → system (Slice 3 + Slice 5); pass
+// nil for a tier the caller hasn't loaded. keyword is still the per-document
+// value override (name_overrides.keyword); the value override and the
+// composition overrides are independent — one swaps a variable's value, the
+// other swaps the template.
+func RenderSubmissionFilenameFor(user, firm NameCompositionSpec, rule *models.DeadlineRule, project *models.Project, lang, keyword string) string {
+	comp := resolveComposition(ArtifactSubmissionDocxFilename, user, firm)
+	resolve := submissionFilenameResolver(rule, project, lang, keyword)
+	return comp.Render(resolve, nameArtifacts[ArtifactSubmissionDocxFilename].Target)
+}

internal/services/namegen_test.go

@@ -0,0 +1,34 @@
+package services
+
+import "testing"
+
+// TestNameArtifactsValidate guards the seed system-default compositions
+// against their own catalogs — a typo'd variable in a seed composition (a key
+// the catalog doesn't declare) fails here rather than silently rendering
+// nothing in production.
+func TestNameArtifactsValidate(t *testing.T) {
+	for id, art := range nameArtifacts {
+		if art.ID != id {
+			t.Errorf("artifact %q has mismatched ID %q", id, art.ID)
+		}
+		if art.Target == nil {
+			t.Errorf("artifact %q has nil target", id)
+		}
+		if err := art.SystemDefault.Validate(art.Catalog); err != nil {
+			t.Errorf("artifact %q system default invalid: %v", id, err)
+		}
+	}
+}
+
+// TestNameArtifactLookup covers the registry accessor.
+func TestNameArtifactLookup(t *testing.T) {
+	if _, ok := NameArtifact(ArtifactSubmissionDraftTitle); !ok {
+		t.Errorf("draft-title artifact not registered")
+	}
+	if _, ok := NameArtifact(ArtifactSubmissionDocxFilename); !ok {
+		t.Errorf("docx-filename artifact not registered")
+	}
+	if _, ok := NameArtifact("nonexistent"); ok {
+		t.Errorf("lookup of unknown artifact returned ok")
+	}
+}

internal/services/projection_service.go

@@ -1247,7 +1247,7 @@ func (s *ProjectionService) collectActualsForOverrides(
 	}
 	var dRows []drow
 	scopeFilter := scopeProjectIDFilter("d", "project_id", projectID, directOnly)
-	q := `SELECT d.rule_id, d.rule_code, d.due_date, d.completed_at, d.status
+	q := `SELECT d.sequencing_rule_id AS rule_id, d.rule_code, d.due_date, d.completed_at, d.status
 	        FROM paliad.deadlines d
 	       WHERE ` + scopeFilter
 	if err := s.db.SelectContext(ctx, &dRows, q, projectID); err != nil {

internal/services/scenario_builder_service.go

@@ -24,13 +24,37 @@ import (
 // fall-through) and at the row level via the migration-157 RLS policies.
 // The application-level check is the load-bearing one — the service
 // connects with the service-role credential, which bypasses RLS.
+//
+// B4 (t-paliad-347 / m/paliad#153) adds the Akte-mode dual-write:
+// project-backed scenarios (origin_project_id IS NOT NULL) write flag
+// toggles through to paliad.projects.scenario_flags and "filed" event
+// toggles through to paliad.deadlines, so the project's Verlauf / Frist
+// rail reflect builder activity without a separate sync step. The
+// scenario row itself records canvas view-state (ordinal, collapsed,
+// per-card horizon, notes); the SSoT for project-bound actuals stays
+// paliad.deadlines / paliad.projects.scenario_flags (PRD §2.3 + §10).
 type ScenarioBuilderService struct {
-	db *sqlx.DB
+	db       *sqlx.DB
+	projects *ProjectService
+	flags    *ScenarioFlagsService
+	// fristenrechner computes planned-deadline due dates during the B5
+	// promote-to-project cascade (PRD §5.4 — "due_date=computed"). nil in
+	// test setups that don't exercise promotion; the promote path then
+	// skips planned events that have no actual_date (it can't assert a
+	// date it didn't compute) and reports them via DeadlinesSkipped.
+	fristenrechner *FristenrechnerService
 }
 
-// NewScenarioBuilderService wires the service to the shared pool.
-func NewScenarioBuilderService(db *sqlx.DB) *ScenarioBuilderService {
-	return &ScenarioBuilderService{db: db}
+// NewScenarioBuilderService wires the service to the shared pool plus
+// the project + scenario-flags services it leans on for the Akte-mode
+// dual-write, and the Fristenrechner calc service the B5 promote path
+// uses to compute planned-deadline dates. projects / flags / frist are
+// optional in test setups (nil → the dual-write + promote-compute hooks
+// short-circuit), but a production wiring should always pass them so
+// Akte-backed scenarios stay in sync with project surfaces and
+// promotion cascades real dates.
+func NewScenarioBuilderService(db *sqlx.DB, projects *ProjectService, flags *ScenarioFlagsService, frist *FristenrechnerService) *ScenarioBuilderService {
+	return &ScenarioBuilderService{db: db, projects: projects, flags: flags, fristenrechner: frist}
 }
 
 // ErrScenarioBuilderNotVisible is returned when the caller is neither
@@ -204,7 +228,15 @@ func (s *ScenarioBuilderService) GetScenarioDeep(ctx context.Context, userID, sc
 		return nil, ErrScenarioBuilderNotVisible
 	}
 
-	deep := &BuilderScenarioDeep{BuilderScenario: *sc}
+	deep := &BuilderScenarioDeep{
+		BuilderScenario: *sc,
+		// Initialise to empty so the JSON response always carries arrays,
+		// not null — the builder frontend's renderCanvas calls .filter on
+		// proceedings/events unconditionally once state.active is set.
+		Proceedings: []BuilderProceeding{},
+		Events:      []BuilderEvent{},
+		Shares:      []BuilderShare{},
+	}
 
 	if err := s.db.SelectContext(ctx, &deep.Proceedings, `
 		SELECT id, scenario_id, proceeding_type_id, primary_party, scenario_flags,
@@ -419,8 +451,19 @@ type PatchProceedingInput struct {
 }
 
 // PatchProceeding updates fields on one proceeding row.
+//
+// Dual-write (B4): when the parent scenario is project-backed
+// (scenarios.origin_project_id IS NOT NULL) and the patched proceeding
+// is the top-level triplet (parent_scenario_proceeding_id IS NULL) and
+// the patch includes scenario_flags, the merged flag delta also lands on
+// paliad.projects.scenario_flags via ScenarioFlagsService.Patch. Top-
+// level only because child triplets (CCR child etc.) represent spawned
+// sub-proceedings whose flags don't belong on the parent project row;
+// the spawned proceeding will get its own project record when (and if)
+// the scenario is promoted via the B5 wizard.
 func (s *ScenarioBuilderService) PatchProceeding(ctx context.Context, userID, scenarioID, proceedingID uuid.UUID, input PatchProceedingInput) (*BuilderProceeding, error) {
-	if _, err := s.requireOwnerOrLegacyEditor(ctx, userID, scenarioID); err != nil {
+	sc, err := s.requireOwnerOrLegacyEditor(ctx, userID, scenarioID)
+	if err != nil {
 		return nil, err
 	}
 
@@ -483,7 +526,7 @@ func (s *ScenarioBuilderService) PatchProceeding(ctx context.Context, userID, sc
 	            created_at, updated_at`,
 		strings.Join(sets, ", "), len(args)-1, len(args))
 	var out BuilderProceeding
-	err := s.withAuditTx(ctx, "scenario_builder: patch proceeding", func(tx *sqlx.Tx) error {
+	err = s.withAuditTx(ctx, "scenario_builder: patch proceeding", func(tx *sqlx.Tx) error {
 		return tx.GetContext(ctx, &out, q, args...)
 	})
 	if err != nil {
@@ -493,9 +536,55 @@ func (s *ScenarioBuilderService) PatchProceeding(ctx context.Context, userID, sc
 		}
 		return nil, fmt.Errorf("patch proceeding: %w", err)
 	}
+
+	// B4 dual-write: if the scenario is Akte-backed and we just
+	// changed scenario_flags on the top-level triplet, mirror the
+	// merged delta onto paliad.projects.scenario_flags. The PATCH
+	// fires after the scenario_proceedings UPDATE commits — a failure
+	// here logs but doesn't roll back the builder write (the builder
+	// state is the user-visible canvas; the project mirror is a
+	// convenience).
+	if sc.OriginProjectID != nil && out.ParentScenarioProceedingID == nil &&
+		len(input.ScenarioFlags) > 0 && s.flags != nil {
+		if delta, derr := flagDeltaFromBuilder(input.ScenarioFlags); derr == nil && len(delta) > 0 {
+			if _, perr := s.flags.Patch(ctx, userID, *sc.OriginProjectID, delta); perr != nil {
+				// Don't fail the builder PATCH — log via the audit
+				// reason that landed in the tx and surface the
+				// error through fmt so callers can still inspect.
+				return nil, fmt.Errorf("dual-write to project scenario_flags: %w", perr)
+			}
+		}
+	}
 	return &out, nil
 }
 
+// flagDeltaFromBuilder converts the builder's scenario_flags jsonb
+// (Record<string, unknown>) into the partial delta shape expected by
+// ScenarioFlagsService.Patch (map[string]*bool, where nil deletes the
+// key). Non-bool values are skipped; the builder only writes booleans
+// through its UI but defensive parsing keeps the dual-write honest if
+// a stray null sneaks in.
+func flagDeltaFromBuilder(raw json.RawMessage) (map[string]*bool, error) {
+	if len(raw) == 0 {
+		return nil, nil
+	}
+	var src map[string]any
+	if err := json.Unmarshal(raw, &src); err != nil {
+		return nil, fmt.Errorf("decode flag delta: %w", err)
+	}
+	out := make(map[string]*bool, len(src))
+	for k, v := range src {
+		switch val := v.(type) {
+		case bool:
+			b := val
+			out[k] = &b
+		case nil:
+			out[k] = nil
+		}
+	}
+	return out, nil
+}
+
 // DeleteProceeding removes a proceeding (and cascades to events + children).
 func (s *ScenarioBuilderService) DeleteProceeding(ctx context.Context, userID, scenarioID, proceedingID uuid.UUID) error {
 	if _, err := s.requireOwnerOrLegacyEditor(ctx, userID, scenarioID); err != nil {
@@ -610,8 +699,20 @@ type PatchEventInput struct {
 
 // PatchEvent updates fields on one event card. The card's parent
 // proceeding must belong to the addressed scenario.
+//
+// Dual-write (B4): when the parent scenario is project-backed
+// (scenarios.origin_project_id IS NOT NULL), the event's sequencing
+// rule is set, and the patch transitions the card to state='filed'
+// with an actual_date, the same fact lands on paliad.deadlines
+// (status='completed', completed_at=actual_date). If a deadline row
+// already exists for the (project_id, sequencing_rule_id) pair it's
+// updated in place; otherwise a fresh row is inserted carrying the
+// rule's display name + due_date=actual_date. The dual-write runs in
+// the same transaction as the scenario_events UPDATE so canvas and
+// project surfaces never diverge mid-flight.
 func (s *ScenarioBuilderService) PatchEvent(ctx context.Context, userID, scenarioID, eventID uuid.UUID, input PatchEventInput) (*BuilderEvent, error) {
-	if _, err := s.requireOwnerOrLegacyEditor(ctx, userID, scenarioID); err != nil {
+	sc, err := s.requireOwnerOrLegacyEditor(ctx, userID, scenarioID)
+	if err != nil {
 		return nil, err
 	}
 	if err := s.assertEventInScenario(ctx, scenarioID, eventID); err != nil {
@@ -659,8 +760,24 @@ func (s *ScenarioBuilderService) PatchEvent(ctx context.Context, userID, scenari
 	            horizon_optional, created_at, updated_at`,
 		strings.Join(sets, ", "), len(args))
 	var out BuilderEvent
-	err := s.withAuditTx(ctx, "scenario_builder: patch event", func(tx *sqlx.Tx) error {
-		return tx.GetContext(ctx, &out, q, args...)
+	err = s.withAuditTx(ctx, "scenario_builder: patch event", func(tx *sqlx.Tx) error {
+		if err := tx.GetContext(ctx, &out, q, args...); err != nil {
+			return err
+		}
+		// B4 dual-write: project-backed scenarios reflect "filed"
+		// transitions on paliad.deadlines so the project's Verlauf /
+		// Frist rail picks them up without a separate writer. We
+		// only act when state explicitly flipped to 'filed' on this
+		// patch — earlier rows that were already filed don't get
+		// re-stamped.
+		if sc.OriginProjectID != nil && input.State != nil && *input.State == "filed" &&
+			out.SequencingRuleID != nil && out.ActualDate != nil {
+			if err := s.dualWriteFiledDeadlineTx(ctx, tx, *sc.OriginProjectID,
+				*out.SequencingRuleID, *out.ActualDate); err != nil {
+				return fmt.Errorf("dual-write filed deadline: %w", err)
+			}
+		}
+		return nil
 	})
 	if err != nil {
 		return nil, fmt.Errorf("patch event: %w", err)
@@ -668,6 +785,82 @@ func (s *ScenarioBuilderService) PatchEvent(ctx context.Context, userID, scenari
 	return &out, nil
 }
 
+// dualWriteFiledDeadlineTx upserts a paliad.deadlines row for the
+// (project_id, sequencing_rule_id) pair so a builder-filed event
+// surfaces on the project's deadline rail. If a row exists, it's
+// flipped to status='completed' + completed_at; otherwise a fresh row
+// is inserted with the rule's display name, due_date=actual_date, and
+// source='litigation_builder'. The whole thing runs inside the caller
+// transaction so the canvas event and the deadline never diverge.
+func (s *ScenarioBuilderService) dualWriteFiledDeadlineTx(ctx context.Context, tx *sqlx.Tx, projectID, ruleID uuid.UUID, actualDate time.Time) error {
+	// Try update first — keeps any existing approval / event_type
+	// hydration intact for deadlines created via the regular Akten
+	// path. We touch only the columns the builder owns:
+	// status / completed_at / updated_at.
+	res, err := tx.ExecContext(ctx,
+		`UPDATE paliad.deadlines
+		    SET status       = 'completed',
+		        completed_at = $1,
+		        updated_at   = now()
+		  WHERE project_id        = $2
+		    AND sequencing_rule_id = $3
+		    AND status            <> 'completed'`,
+		actualDate, projectID, ruleID)
+	if err != nil {
+		return fmt.Errorf("update existing deadline: %w", err)
+	}
+	if n, _ := res.RowsAffected(); n > 0 {
+		return nil
+	}
+
+	// Already-completed rows: leave them alone, the builder isn't
+	// reopening anything. Detect via a count probe so we don't
+	// double-insert.
+	var existing int
+	if err := tx.GetContext(ctx, &existing,
+		`SELECT COUNT(*) FROM paliad.deadlines
+		  WHERE project_id = $1 AND sequencing_rule_id = $2`,
+		projectID, ruleID); err != nil {
+		return fmt.Errorf("probe deadline row: %w", err)
+	}
+	if existing > 0 {
+		return nil
+	}
+
+	// No existing row — insert a fresh deadline. The title comes from
+	// paliad.procedural_events.name joined via sequencing_rules.
+	// procedural_event_id (sequencing_rules itself doesn't carry a
+	// display label — the name lives on the procedural_event row).
+	// rule_code falls back when the event has no name; the literal
+	// "Litigation-Builder Event" is the last resort for rules that
+	// have no procedural_event_id either. source='rule' (already
+	// allowed by deadlines_source_check) since the row is rule-backed
+	// — the Litigation Builder doesn't get its own source bucket; the
+	// audit_reason on the surrounding tx tells the audit log who
+	// inserted it.
+	var title string
+	if err := tx.GetContext(ctx, &title,
+		`SELECT COALESCE(NULLIF(pe.name, ''), NULLIF(sr.rule_code, ''), 'Litigation-Builder Event')
+		   FROM paliad.sequencing_rules sr
+		   LEFT JOIN paliad.procedural_events pe ON pe.id = sr.procedural_event_id
+		  WHERE sr.id = $1`, ruleID); err != nil {
+		if errors.Is(err, sql.ErrNoRows) {
+			title = "Litigation-Builder Event"
+		} else {
+			return fmt.Errorf("load rule name: %w", err)
+		}
+	}
+
+	if _, err := tx.ExecContext(ctx,
+		`INSERT INTO paliad.deadlines
+		    (project_id, title, due_date, sequencing_rule_id, status, completed_at, source, approval_status)
+		 VALUES ($1, $2, $3::date, $4, 'completed', $5::timestamptz, 'rule', 'legacy')`,
+		projectID, title, actualDate, ruleID, actualDate); err != nil {
+		return fmt.Errorf("insert builder deadline: %w", err)
+	}
+	return nil
+}
+
 // DeleteEvent removes one event card.
 func (s *ScenarioBuilderService) DeleteEvent(ctx context.Context, userID, scenarioID, eventID uuid.UUID) error {
 	if _, err := s.requireOwnerOrLegacyEditor(ctx, userID, scenarioID); err != nil {
@@ -743,6 +936,438 @@ func (s *ScenarioBuilderService) DeleteShare(ctx context.Context, userID, scenar
 	return nil
 }
 
+// -----------------------------------------------------------------------------
+// Shared-with-me listing (B5)
+// -----------------------------------------------------------------------------
+
+// ListSharedWithMe returns scenarios shared read-only with the caller
+// (a paliad.scenario_shares row exists for shared_with_user_id = caller).
+// The caller's own scenarios are excluded — they live in ListMyScenarios.
+// Sorted by the share's created_at desc so the most-recently-shared sits
+// on top. Promoted scenarios stay visible (read-only reference) just like
+// in the owner's own list.
+func (s *ScenarioBuilderService) ListSharedWithMe(ctx context.Context, userID uuid.UUID) ([]BuilderScenario, error) {
+	out := []BuilderScenario{}
+	if err := s.db.SelectContext(ctx, &out,
+		`SELECT sc.id, sc.owner_id, sc.name, sc.status, sc.origin_project_id,
+		        sc.promoted_project_id, sc.stichtag, sc.notes,
+		        sc.project_id, sc.description, sc.created_by,
+		        sc.created_at, sc.updated_at
+		   FROM paliad.scenarios sc
+		   JOIN paliad.scenario_shares sh ON sh.scenario_id = sc.id
+		  WHERE sh.shared_with_user_id = $1
+		    AND (sc.owner_id IS NULL OR sc.owner_id <> $1)
+		  ORDER BY sh.created_at DESC`, userID); err != nil {
+		return nil, fmt.Errorf("list shared scenarios: %w", err)
+	}
+	return out, nil
+}
+
+// -----------------------------------------------------------------------------
+// Promote-to-project (B5, PRD §2.4 + §5.4 + §10)
+// -----------------------------------------------------------------------------
+
+// PromotePartyInput is one party row the wizard's "Parteien ergänzen"
+// step contributes. Mirrors CreatePartyInput minus contact_info (the
+// wizard collects names + roles; full contact data is filled in the Akte
+// later).
+type PromotePartyInput struct {
+	Name           string  `json:"name"`
+	Role           *string `json:"role,omitempty"`
+	Representative *string `json:"representative,omitempty"`
+}
+
+// PromoteTeamMemberInput grants a colleague access to the new project at
+// promote time. Responsibility defaults to 'member' when blank.
+type PromoteTeamMemberInput struct {
+	UserID         uuid.UUID `json:"user_id"`
+	Responsibility string    `json:"responsibility,omitempty"`
+}
+
+// PromoteScenarioInput is the POST /api/builder/scenarios/{id}/promote
+// body — the merged payload from wizard steps 2 (Parteien) + 3
+// (Akte-Metadaten). The procedural shape (proceeding type, flags,
+// perspective) + event states come from the scenario itself; the wizard
+// only supplies the client-bound metadata the scenario can't know.
+type PromoteScenarioInput struct {
+	Title        string                   `json:"title"`
+	Reference    *string                  `json:"reference,omitempty"`
+	CaseNumber   *string                  `json:"case_number,omitempty"`
+	ClientNumber *string                  `json:"client_number,omitempty"`
+	ParentID     *uuid.UUID               `json:"parent_id,omitempty"`
+	OurSide      *string                  `json:"our_side,omitempty"`
+	Parties      []PromotePartyInput      `json:"parties,omitempty"`
+	TeamMembers  []PromoteTeamMemberInput `json:"team_members,omitempty"`
+}
+
+// PromoteResult is the outcome the wizard navigates on.
+type PromoteResult struct {
+	ProjectID          uuid.UUID `json:"project_id"`
+	DeadlinesCreated   int       `json:"deadlines_created"`
+	DeadlinesSkipped   int       `json:"deadlines_skipped"`
+	PartiesCreated     int       `json:"parties_created"`
+	ProceedingsSkipped int       `json:"proceedings_skipped"`
+}
+
+// PromoteScenario turns a scenario into a real paliad.projects 'case' row
+// in a single transaction (PRD §10 — no partial promotions). It promotes
+// the scenario's primary proceeding (the lowest-ordinal top-level
+// triplet) plus its spawned descendants (the CCR child etc., whose rules
+// fold into the primary's timeline under the active flags). Additional
+// unrelated top-level proceedings are left in the scenario and reported
+// via ProceedingsSkipped — v1 promotes one case file per call, matching
+// the singular acceptance criterion (one project, navigate to one id);
+// the scenario stays visible as 'promoted' for historical reference and
+// can seed a second promotion later.
+//
+// The cascade, all inside the tx:
+//  1. INSERT paliad.projects (type='case', client metadata from the
+//     wizard, proceeding_type_id + scenario_flags from the primary
+//     triplet, origin_scenario_id = scenario.id).
+//  2. INSERT the creator as team lead + any wizard-selected colleagues.
+//  3. INSERT parties from the wizard's step-2 payload.
+//  4. For each event under the promoted proceedings: filed → a completed
+//     deadline (due_date + completed_at = actual_date); planned → an open
+//     ('pending') deadline with the computed due_date; skipped → no row.
+//     Planned events with no computable date (court-set / conditional /
+//     no actual_date) are skipped and counted.
+//  5. UPDATE the scenario: status='promoted', promoted_project_id = new.
+//
+// Any error rolls the whole transaction back.
+func (s *ScenarioBuilderService) PromoteScenario(ctx context.Context, userID, scenarioID uuid.UUID, input PromoteScenarioInput) (*PromoteResult, error) {
+	sc, err := s.requireOwnerOrLegacyEditor(ctx, userID, scenarioID)
+	if err != nil {
+		return nil, err
+	}
+	if sc.Status == "promoted" {
+		return nil, fmt.Errorf("%w: scenario is already promoted", ErrInvalidInput)
+	}
+	title := strings.TrimSpace(input.Title)
+	if title == "" {
+		return nil, fmt.Errorf("%w: title is required", ErrInvalidInput)
+	}
+	if input.OurSide != nil {
+		if err := validateOurSide(*input.OurSide); err != nil {
+			return nil, err
+		}
+	}
+	for i := range input.Parties {
+		if strings.TrimSpace(input.Parties[i].Name) == "" {
+			return nil, fmt.Errorf("%w: party %d has a blank name", ErrInvalidInput, i+1)
+		}
+	}
+	for _, tm := range input.TeamMembers {
+		if tm.UserID == uuid.Nil {
+			return nil, fmt.Errorf("%w: team member has an empty user_id", ErrInvalidInput)
+		}
+		if tm.Responsibility != "" && !IsValidResponsibility(tm.Responsibility) {
+			return nil, fmt.Errorf("%w: invalid responsibility %q", ErrInvalidInput, tm.Responsibility)
+		}
+	}
+
+	// Parent visibility (mirrors ProjectService.Create): a litigation
+	// parent the caller can't see would leak the new sub-tree.
+	if input.ParentID != nil && s.projects != nil {
+		if _, perr := s.projects.GetByID(ctx, userID, *input.ParentID); perr != nil {
+			return nil, fmt.Errorf("%w: litigation parent not visible", ErrForbidden)
+		}
+	}
+
+	// Load the proceeding + event tree.
+	proceedings := []BuilderProceeding{}
+	if err := s.db.SelectContext(ctx, &proceedings, `
+		SELECT id, scenario_id, proceeding_type_id, primary_party, scenario_flags,
+		       parent_scenario_proceeding_id, spawn_anchor_event_id, ordinal,
+		       stichtag, detailgrad, appeal_target, collapsed, created_at, updated_at
+		  FROM paliad.scenario_proceedings
+		 WHERE scenario_id = $1
+		 ORDER BY ordinal ASC, created_at ASC`, scenarioID); err != nil {
+		return nil, fmt.Errorf("load proceedings: %w", err)
+	}
+	if len(proceedings) == 0 {
+		return nil, fmt.Errorf("%w: scenario has no proceedings to promote", ErrInvalidInput)
+	}
+
+	// Primary = first top-level proceeding (lowest ordinal). Collect it +
+	// its spawned descendants; those form the one case file we promote.
+	var primary *BuilderProceeding
+	for i := range proceedings {
+		if proceedings[i].ParentScenarioProceedingID == nil {
+			primary = &proceedings[i]
+			break
+		}
+	}
+	if primary == nil {
+		return nil, fmt.Errorf("%w: scenario has no top-level proceeding", ErrInvalidInput)
+	}
+	promoteSet := collectProceedingSubtree(proceedings, primary.ID)
+	topLevelCount := 0
+	for i := range proceedings {
+		if proceedings[i].ParentScenarioProceedingID == nil {
+			topLevelCount++
+		}
+	}
+
+	// Resolve the primary proceeding's catalog code (the calc engine keys
+	// off code, not id).
+	var primaryCode string
+	if err := s.db.GetContext(ctx, &primaryCode,
+		`SELECT code FROM paliad.proceeding_types WHERE id = $1`, primary.ProceedingTypeID); err != nil {
+		return nil, fmt.Errorf("resolve proceeding code: %w", err)
+	}
+
+	// Resolve our_side: explicit wizard value wins; otherwise fold the
+	// primary triplet's perspective down to the project axis.
+	ourSide := input.OurSide
+	if ourSide == nil {
+		ourSide = primary.PrimaryParty
+	}
+
+	// Compute the primary proceeding's timeline so planned events get real
+	// dates. The CCR child's rules fold into this timeline under the
+	// primary's flags (sub-track routing), so one calc covers the whole
+	// promoted subtree. Keyed by lowercased rule id → display name/code/date.
+	type computed struct {
+		name    string
+		code    string
+		dueDate string
+	}
+	timelineByRule := map[string]computed{}
+	if s.fristenrechner != nil {
+		stichtag := promoteStichtag(primary, sc)
+		opts := CalcOptions{Flags: scenarioFlagsTruthyKeys(primary.ScenarioFlags)}
+		tl, cerr := s.fristenrechner.Calculate(ctx, primaryCode, stichtag, opts)
+		if cerr != nil {
+			// A calc failure is not fatal — filed events still carry their
+			// own actual_date. Planned events then fall to DeadlinesSkipped.
+			tl = nil
+		}
+		if tl != nil {
+			for _, e := range tl.Deadlines {
+				if e.RuleID == "" {
+					continue
+				}
+				timelineByRule[strings.ToLower(e.RuleID)] = computed{
+					name: e.Name, code: e.Code, dueDate: e.DueDate,
+				}
+			}
+		}
+	}
+
+	// Load events for the promoted proceedings only.
+	events := []BuilderEvent{}
+	if err := s.db.SelectContext(ctx, &events, `
+		SELECT e.id, e.scenario_proceeding_id, e.sequencing_rule_id,
+		       e.procedural_event_id, e.custom_label, e.state, e.actual_date,
+		       e.skip_reason, e.notes, e.horizon_optional, e.created_at, e.updated_at
+		  FROM paliad.scenario_events e
+		  JOIN paliad.scenario_proceedings sp ON sp.id = e.scenario_proceeding_id
+		 WHERE sp.scenario_id = $1
+		 ORDER BY e.created_at ASC`, scenarioID); err != nil {
+		return nil, fmt.Errorf("load events: %w", err)
+	}
+
+	result := &PromoteResult{
+		ProceedingsSkipped: topLevelCount - 1,
+	}
+	newProjectID := uuid.New()
+
+	err = s.withAuditTx(ctx, "scenario_builder: promote scenario", func(tx *sqlx.Tx) error {
+		now := time.Now().UTC()
+
+		// 1. Project row. path is filled by the BEFORE INSERT trigger
+		//    (projects_sync_path); '' satisfies the NOT NULL constraint.
+		if _, err := tx.ExecContext(ctx,
+			`INSERT INTO paliad.projects
+			    (id, type, parent_id, path, title, reference, status, created_by,
+			     case_number, client_number, proceeding_type_id, our_side,
+			     scenario_flags, origin_scenario_id, metadata, created_at, updated_at)
+			 VALUES ($1, 'case', $2, '', $3, $4, 'active', $5,
+			         $6, $7, $8, $9, $10::jsonb, $11, '{}'::jsonb, $12, $12)`,
+			newProjectID, input.ParentID, title, input.Reference, userID,
+			nullableTrimmed(stringPtrOrNil(input.CaseNumber)),
+			nullableTrimmed(input.ClientNumber),
+			primary.ProceedingTypeID, nullableOurSide(ourSide),
+			[]byte(primary.ScenarioFlags), scenarioID, now); err != nil {
+			return fmt.Errorf("insert project: %w", err)
+		}
+
+		// 2a. Creator as team lead (RLS visibility, matches Create).
+		if _, err := tx.ExecContext(ctx,
+			`INSERT INTO paliad.project_teams (project_id, user_id, role, responsibility, inherited, added_by)
+			 VALUES ($1, $2, 'lead', 'lead', false, $2)`, newProjectID, userID); err != nil {
+			return fmt.Errorf("insert creator team row: %w", err)
+		}
+		// 2b. Wizard-selected colleagues.
+		for _, tm := range input.TeamMembers {
+			if tm.UserID == userID {
+				continue // creator already added as lead
+			}
+			resp := tm.Responsibility
+			if resp == "" {
+				resp = ResponsibilityMember
+			}
+			if _, err := tx.ExecContext(ctx,
+				`INSERT INTO paliad.project_teams (project_id, user_id, role, responsibility, inherited, added_by)
+				 VALUES ($1, $2, $3, $4, false, $5)
+				 ON CONFLICT (project_id, user_id) DO UPDATE
+				    SET role = EXCLUDED.role, responsibility = EXCLUDED.responsibility`,
+				newProjectID, tm.UserID, legacyRoleFromResponsibility(resp), resp, userID); err != nil {
+				return fmt.Errorf("insert team member: %w", err)
+			}
+		}
+
+		// 3. Parties.
+		for _, p := range input.Parties {
+			if _, err := tx.ExecContext(ctx,
+				`INSERT INTO paliad.parties (project_id, name, role, representative, contact_info)
+				 VALUES ($1, $2, $3, $4, '{}'::jsonb)`,
+				newProjectID, strings.TrimSpace(p.Name), p.Role, p.Representative); err != nil {
+				return fmt.Errorf("insert party: %w", err)
+			}
+			result.PartiesCreated++
+		}
+
+		// 4. Deadlines from the promoted proceedings' events.
+		for _, ev := range events {
+			if !promoteSet[ev.ScenarioProceedingID] {
+				continue
+			}
+			if ev.State == "skipped" {
+				continue
+			}
+			if ev.SequencingRuleID == nil {
+				// Free-form / procedural-event-only cards have no rule to
+				// anchor a deadline on in v1 — skip (counts as skipped only
+				// when it was a dated plan; here just leave it out).
+				continue
+			}
+			ruleKey := strings.ToLower(ev.SequencingRuleID.String())
+			comp := timelineByRule[ruleKey]
+			title := comp.name
+			if strings.TrimSpace(title) == "" {
+				title = "Litigation-Builder Frist"
+			}
+			ruleCode := comp.code
+
+			if ev.State == "filed" && ev.ActualDate != nil {
+				if _, err := tx.ExecContext(ctx,
+					`INSERT INTO paliad.deadlines
+					    (project_id, title, rule_code, due_date, sequencing_rule_id,
+					     status, completed_at, source, approval_status)
+					 VALUES ($1, $2, $3, $4::date, $5, 'completed', $6::timestamptz, 'rule', 'legacy')`,
+					newProjectID, title, nullableTrimmed(&ruleCode), *ev.ActualDate,
+					*ev.SequencingRuleID, *ev.ActualDate); err != nil {
+					return fmt.Errorf("insert filed deadline: %w", err)
+				}
+				result.DeadlinesCreated++
+				continue
+			}
+
+			// planned — need a date. Prefer an explicit actual_date
+			// (court-set override the user pinned), else the computed date.
+			var dueDate *time.Time
+			if ev.ActualDate != nil {
+				dueDate = ev.ActualDate
+			} else if comp.dueDate != "" {
+				if d, perr := time.Parse("2006-01-02", comp.dueDate); perr == nil {
+					dueDate = &d
+				}
+			}
+			if dueDate == nil {
+				result.DeadlinesSkipped++
+				continue
+			}
+			if _, err := tx.ExecContext(ctx,
+				`INSERT INTO paliad.deadlines
+				    (project_id, title, rule_code, due_date, sequencing_rule_id,
+				     status, source, approval_status)
+				 VALUES ($1, $2, $3, $4::date, $5, 'pending', 'rule', 'legacy')`,
+				newProjectID, title, nullableTrimmed(&ruleCode), *dueDate,
+				*ev.SequencingRuleID); err != nil {
+				return fmt.Errorf("insert planned deadline: %w", err)
+			}
+			result.DeadlinesCreated++
+		}
+
+		// 5. Flip the scenario to promoted.
+		if _, err := tx.ExecContext(ctx,
+			`UPDATE paliad.scenarios
+			    SET status = 'promoted', promoted_project_id = $1, updated_at = now()
+			  WHERE id = $2`, newProjectID, scenarioID); err != nil {
+			return fmt.Errorf("mark scenario promoted: %w", err)
+		}
+		return nil
+	})
+	if err != nil {
+		return nil, fmt.Errorf("promote scenario: %w", err)
+	}
+	result.ProjectID = newProjectID
+	return result, nil
+}
+
+// collectProceedingSubtree returns the set of proceeding ids rooted at
+// rootID (inclusive), walking parent_scenario_proceeding_id downwards.
+func collectProceedingSubtree(all []BuilderProceeding, rootID uuid.UUID) map[uuid.UUID]bool {
+	set := map[uuid.UUID]bool{rootID: true}
+	// Iterate to a fixpoint; depth is tiny (<=2 today) so a few passes suffice.
+	for changed := true; changed; {
+		changed = false
+		for i := range all {
+			p := &all[i]
+			if p.ParentScenarioProceedingID != nil && set[*p.ParentScenarioProceedingID] && !set[p.ID] {
+				set[p.ID] = true
+				changed = true
+			}
+		}
+	}
+	return set
+}
+
+// promoteStichtag picks the calc anchor for the promote timeline: the
+// primary proceeding's own stichtag, else the scenario default, else today.
+func promoteStichtag(primary *BuilderProceeding, sc *BuilderScenario) string {
+	if primary.Stichtag != nil {
+		return primary.Stichtag.Format("2006-01-02")
+	}
+	if sc.Stichtag != nil {
+		return sc.Stichtag.Format("2006-01-02")
+	}
+	return time.Now().UTC().Format("2006-01-02")
+}
+
+// scenarioFlagsTruthyKeys returns the flag keys set to boolean true in the
+// builder's scenario_flags jsonb — the array shape the calc engine's
+// CalcOptions.Flags consumes.
+func scenarioFlagsTruthyKeys(raw json.RawMessage) []string {
+	if len(raw) == 0 {
+		return nil
+	}
+	var m map[string]any
+	if err := json.Unmarshal(raw, &m); err != nil {
+		return nil
+	}
+	out := []string{}
+	for k, v := range m {
+		if b, ok := v.(bool); ok && b {
+			out = append(out, k)
+		}
+	}
+	return out
+}
+
+// stringPtrOrNil normalises a *string so an all-whitespace value becomes
+// nil before nullableTrimmed sees it (case_number empty → NULL column).
+func stringPtrOrNil(p *string) *string {
+	if p == nil {
+		return nil
+	}
+	if strings.TrimSpace(*p) == "" {
+		return nil
+	}
+	return p
+}
+
 // -----------------------------------------------------------------------------
 // Internal helpers
 // -----------------------------------------------------------------------------
@@ -908,6 +1533,189 @@ func (s *ScenarioBuilderService) requireOwnerOrLegacyEditor(ctx context.Context,
 	return nil, ErrScenarioBuilderNotVisible
 }
 
+// -----------------------------------------------------------------------------
+// Akte mode — project-backed scenarios (B4, t-paliad-347)
+// -----------------------------------------------------------------------------
+
+// CreateScenarioFromProject builds a fresh project-backed scenario from
+// a paliad.projects row: the scenario's origin_project_id points at the
+// project, one top-level proceeding mirrors the project's
+// proceeding_type_id + our_side + scenario_flags, and every existing
+// paliad.deadlines row with a sequencing_rule_id surfaces as a
+// scenario_events row (state='filed' when the deadline is completed,
+// 'planned' otherwise).
+//
+// The scenario is the canvas view-state; paliad.projects.scenario_flags
+// + paliad.deadlines remain the SSoT for project-bound actuals (PRD
+// §2.3 + §10). Subsequent PatchProceeding / PatchEvent calls on this
+// scenario route their writes through to those SSoT tables via the
+// dual-write hooks below.
+//
+// Visibility: the caller must be able to see the project; the project's
+// type must be 'case' (it's the proceeding-bearing project rung) and
+// must have a proceeding_type_id set (otherwise there's nothing to seed
+// the builder with). Returns ErrInvalidInput when those preconditions
+// don't hold.
+func (s *ScenarioBuilderService) CreateScenarioFromProject(ctx context.Context, userID, projectID uuid.UUID) (*BuilderScenarioDeep, error) {
+	if s.projects == nil {
+		return nil, fmt.Errorf("%w: project service not wired", ErrInvalidInput)
+	}
+	proj, err := s.projects.GetByID(ctx, userID, projectID)
+	if err != nil {
+		return nil, err
+	}
+	if proj == nil {
+		return nil, ErrNotVisible
+	}
+	if proj.ProceedingTypeID == nil || *proj.ProceedingTypeID <= 0 {
+		return nil, fmt.Errorf("%w: project %s has no proceeding_type_id — Akte-mode requires one", ErrInvalidInput, projectID)
+	}
+
+	// Read the project's persisted scenario_flags. The column is jsonb
+	// NOT NULL DEFAULT '{}' (mig 154) so an empty map is always safe.
+	var rawFlags []byte
+	if err := s.db.GetContext(ctx, &rawFlags,
+		`SELECT scenario_flags FROM paliad.projects WHERE id = $1`, projectID); err != nil {
+		return nil, fmt.Errorf("read project scenario_flags: %w", err)
+	}
+	if len(rawFlags) == 0 {
+		rawFlags = []byte(`{}`)
+	}
+
+	// Pull every active+published sequencing_rule deadline row on the
+	// project so the canvas can render filed/planned actuals as event
+	// cards from first paint. CCR sub-projects are reached separately
+	// when the user toggles with_ccr; the seed only covers the addressed
+	// project's deadlines.
+	type deadlineRow struct {
+		ID               uuid.UUID  `db:"id"`
+		SequencingRuleID *uuid.UUID `db:"sequencing_rule_id"`
+		Status           string     `db:"status"`
+		DueDate          time.Time  `db:"due_date"`
+		CompletedAt      *time.Time `db:"completed_at"`
+	}
+	var deadlines []deadlineRow
+	if err := s.db.SelectContext(ctx, &deadlines,
+		`SELECT id, sequencing_rule_id, status, due_date, completed_at
+		   FROM paliad.deadlines
+		  WHERE project_id = $1 AND sequencing_rule_id IS NOT NULL`,
+		projectID); err != nil {
+		return nil, fmt.Errorf("read project deadlines: %w", err)
+	}
+
+	// Derive the builder-side primary_party from the project's
+	// our_side. The Project.OurSide column accepts the wider sub-role
+	// set (claimant / applicant / appellant; defendant / respondent;
+	// third_party / other) but the builder triplet has a binary
+	// claimant|defendant axis per PRD §3.3 — fold the wider set down,
+	// drop third_party / other to NULL (no perspective preselected).
+	primaryParty := mapProjectOurSideToTripletParty(proj.OurSide)
+
+	name := strings.TrimSpace(proj.Title)
+	if name == "" {
+		name = "Akte"
+	}
+
+	deep := &BuilderScenarioDeep{
+		Proceedings: []BuilderProceeding{},
+		Events:      []BuilderEvent{},
+		Shares:      []BuilderShare{},
+	}
+
+	err = s.withAuditTx(ctx, "scenario_builder: create from project", func(tx *sqlx.Tx) error {
+		// 1. Insert the scenario header. origin_project_id pins the
+		//    Akte link; promotion later overwrites promoted_project_id
+		//    independently.
+		if err := tx.GetContext(ctx, &deep.BuilderScenario,
+			`INSERT INTO paliad.scenarios
+			    (owner_id, name, status, origin_project_id)
+			 VALUES ($1, $2, 'active', $3)
+			 RETURNING id, owner_id, name, status, origin_project_id, promoted_project_id,
+			           stichtag, notes,
+			           project_id, description, created_by,
+			           created_at, updated_at`,
+			userID, name, projectID); err != nil {
+			return fmt.Errorf("insert scenario row: %w", err)
+		}
+
+		// 2. Insert one top-level proceeding mirroring the project's
+		//    procedural shape + flags. scenario_flags is copied
+		//    verbatim from the project — subsequent toggles on the
+		//    builder propagate back via PatchProceeding's dual-write.
+		var proc BuilderProceeding
+		if err := tx.GetContext(ctx, &proc,
+			`INSERT INTO paliad.scenario_proceedings
+			    (scenario_id, proceeding_type_id, primary_party, scenario_flags, ordinal, detailgrad)
+			 VALUES ($1, $2, $3, $4::jsonb, 0, 'selected')
+			 RETURNING id, scenario_id, proceeding_type_id, primary_party, scenario_flags,
+			           parent_scenario_proceeding_id, spawn_anchor_event_id, ordinal,
+			           stichtag, detailgrad, appeal_target, collapsed,
+			           created_at, updated_at`,
+			deep.BuilderScenario.ID, *proj.ProceedingTypeID, primaryParty, rawFlags); err != nil {
+			return fmt.Errorf("insert seed proceeding: %w", err)
+		}
+		deep.Proceedings = append(deep.Proceedings, proc)
+
+		// 3. One scenario_events row per project deadline. Filed
+		//    deadlines render with state='filed' + actual_date =
+		//    completed_at (falling back to due_date when the column
+		//    was never set). Pending / approved deadlines render
+		//    planned. Skipped is not derivable from the deadline row
+		//    shape; users mark skip on the canvas via PatchEvent.
+		for _, d := range deadlines {
+			state := "planned"
+			var actualDate *time.Time
+			if d.Status == "completed" {
+				state = "filed"
+				if d.CompletedAt != nil {
+					actualDate = d.CompletedAt
+				} else {
+					due := d.DueDate
+					actualDate = &due
+				}
+			}
+			var ev BuilderEvent
+			if err := tx.GetContext(ctx, &ev,
+				`INSERT INTO paliad.scenario_events
+				    (scenario_proceeding_id, sequencing_rule_id, state, actual_date)
+				 VALUES ($1, $2, $3, $4)
+				 RETURNING id, scenario_proceeding_id, sequencing_rule_id, procedural_event_id,
+				           custom_label, state, actual_date, skip_reason, notes,
+				           horizon_optional, created_at, updated_at`,
+				proc.ID, *d.SequencingRuleID, state, actualDate); err != nil {
+				return fmt.Errorf("insert seed event: %w", err)
+			}
+			deep.Events = append(deep.Events, ev)
+		}
+		return nil
+	})
+	if err != nil {
+		return nil, fmt.Errorf("create scenario from project: %w", err)
+	}
+	return deep, nil
+}
+
+// mapProjectOurSideToTripletParty folds paliad.projects.our_side (which
+// allows the wider claimant/applicant/appellant + defendant/respondent
+// + third_party/other set, mig 112) down to the builder triplet's
+// binary claimant|defendant axis (PRD §3.3). Returns nil when the
+// project hasn't picked a side or the role doesn't map (third_party /
+// other) — the canvas shows both columns equally in that case.
+func mapProjectOurSideToTripletParty(side *string) *string {
+	if side == nil {
+		return nil
+	}
+	switch *side {
+	case "claimant", "applicant", "appellant":
+		s := "claimant"
+		return &s
+	case "defendant", "respondent":
+		s := "defendant"
+		return &s
+	}
+	return nil
+}
+
 // withAuditTx opens a transaction, stamps paliad.audit_reason via
 // set_config(..., true) so the reason persists for the duration of the
 // tx (matching the mig-079 audit-trigger pattern used by event_choice_

internal/services/scenario_builder_service_test.go

@@ -6,6 +6,7 @@ import (
 	"errors"
 	"os"
 	"testing"
+	"time"
 
 	"github.com/google/uuid"
 	"github.com/jmoiron/sqlx"
@@ -82,7 +83,7 @@ func TestScenarioBuilderService(t *testing.T) {
 		t.Fatalf("look up upc.inf id: %v", err)
 	}
 
-	svc := NewScenarioBuilderService(pool)
+	svc := NewScenarioBuilderService(pool, nil, nil, nil)
 
 	// 1. Create a scenario for the owner. Empty name should default.
 	sc, err := svc.CreateScenario(ctx, owner, CreateBuilderScenarioInput{})
@@ -216,5 +217,442 @@ func TestScenarioBuilderService(t *testing.T) {
 	}
 }
 
+// TestScenarioBuilderAkteDualWrite pins B4's load-bearing contract
+// (m/paliad#153 / t-paliad-347 / PRD §2.3 + §10):
+//
+//   - PatchProceeding on a project-backed scenario (origin_project_id
+//     IS NOT NULL) MUST mirror scenario_flags onto
+//     paliad.projects.scenario_flags;
+//   - PatchEvent flipping state→'filed' on a project-backed scenario
+//     MUST upsert a paliad.deadlines row (status='completed',
+//     completed_at=actual_date);
+//   - PatchProceeding/PatchEvent on a non-Akte (kontextfrei) scenario
+//     MUST NOT touch paliad.projects.scenario_flags or
+//     paliad.deadlines.
+//
+// Skipped without TEST_DATABASE_URL. Mirrors the live-DB pattern used
+// by TestScenarioBuilderService above.
+func TestScenarioBuilderAkteDualWrite(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+
+	ctx := context.Background()
+
+	owner := uuid.New()
+	cleanup := func() {
+		pool.ExecContext(ctx,
+			`DELETE FROM paliad.scenarios WHERE owner_id = $1`, owner)
+		pool.ExecContext(ctx,
+			`DELETE FROM paliad.projects WHERE created_by = $1`, owner)
+		pool.ExecContext(ctx,
+			`DELETE FROM paliad.users WHERE id = $1`, owner)
+		pool.ExecContext(ctx,
+			`DELETE FROM auth.users WHERE id = $1`, owner)
+	}
+	cleanup()
+	defer cleanup()
+
+	// Seed owner.
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO auth.users (id, email) VALUES ($1, $2)`,
+		owner, "builder-akte-test@hlc.com"); err != nil {
+		t.Fatalf("seed auth.users: %v", err)
+	}
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.users (id, email, display_name, office, lang, global_role)
+		 VALUES ($1, $2, $3, 'munich', 'de', 'global_admin')`,
+		owner, "builder-akte-test@hlc.com", "Builder Akte Owner"); err != nil {
+		t.Fatalf("seed paliad.users: %v", err)
+	}
+
+	// Look up a real proceeding_type_id + a sequencing_rule_id on that
+	// proceeding so the deadline upsert has a real rule to point at.
+	var ptID int
+	if err := pool.GetContext(ctx, &ptID,
+		`SELECT id FROM paliad.proceeding_types
+		  WHERE code = $1 AND is_active = true LIMIT 1`,
+		CodeUPCInfringement); err != nil {
+		t.Fatalf("look up upc.inf id: %v", err)
+	}
+	var ruleID uuid.UUID
+	if err := pool.GetContext(ctx, &ruleID,
+		`SELECT id FROM paliad.sequencing_rules
+		  WHERE proceeding_type_id = $1
+		    AND is_active = true
+		    AND lifecycle_state = 'published'
+		  ORDER BY sequence_order NULLS LAST, id LIMIT 1`, ptID); err != nil {
+		t.Fatalf("look up sequencing_rule: %v", err)
+	}
+
+	// Seed a paliad.projects (type='case') row pinned to that
+	// proceeding_type. our_side='defendant' so the builder triplet's
+	// primary_party derives from it.
+	projectID := uuid.New()
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.projects
+		    (id, type, title, status, proceeding_type_id, our_side, created_by)
+		 VALUES ($1, 'case', 'Builder Akte Test Project', 'active', $2, 'defendant', $3)`,
+		projectID, ptID, owner); err != nil {
+		t.Fatalf("seed project: %v", err)
+	}
+	// Place the owner on the project team so visibility checks pass.
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.project_teams (project_id, user_id, role, responsibility, inherited)
+		 VALUES ($1, $2, 'lead', 'lead', false)`, projectID, owner); err != nil {
+		t.Fatalf("seed project_teams: %v", err)
+	}
+
+	// Wire up the service with the real project + flag deps so dual-
+	// write hits live tables. NewProjectService + NewScenarioFlags
+	// match the production wiring in cmd/server/main.go.
+	userSvc := NewUserService(pool)
+	projSvc := NewProjectService(pool, userSvc)
+	flagsSvc := NewScenarioFlagsService(pool, projSvc)
+	svc := NewScenarioBuilderService(pool, projSvc, flagsSvc, nil)
+
+	// ──────────────────────────────────────────────────────────────────
+	// Phase A — Akte-backed scenario writes through to project tables.
+	// ──────────────────────────────────────────────────────────────────
+
+	akte, err := svc.CreateScenarioFromProject(ctx, owner, projectID)
+	if err != nil {
+		t.Fatalf("CreateScenarioFromProject: %v", err)
+	}
+	if akte.OriginProjectID == nil || *akte.OriginProjectID != projectID {
+		t.Fatalf("origin_project_id = %v, want %v", akte.OriginProjectID, projectID)
+	}
+	if len(akte.Proceedings) != 1 {
+		t.Fatalf("seed proceedings = %d, want 1", len(akte.Proceedings))
+	}
+	procID := akte.Proceedings[0].ID
+	if akte.Proceedings[0].PrimaryParty == nil || *akte.Proceedings[0].PrimaryParty != "defendant" {
+		t.Errorf("primary_party = %v, want defendant", akte.Proceedings[0].PrimaryParty)
+	}
+
+	// Toggle with_ccr=true via PatchProceeding. Dual-write should land
+	// the same key on projects.scenario_flags.
+	if _, err := svc.PatchProceeding(ctx, owner, akte.ID, procID, PatchProceedingInput{
+		ScenarioFlags: json.RawMessage(`{"with_ccr": true}`),
+	}); err != nil {
+		t.Fatalf("PatchProceeding (Akte): %v", err)
+	}
+	var rawProjFlags []byte
+	if err := pool.GetContext(ctx, &rawProjFlags,
+		`SELECT scenario_flags FROM paliad.projects WHERE id = $1`, projectID); err != nil {
+		t.Fatalf("read project scenario_flags: %v", err)
+	}
+	var projFlags map[string]any
+	if err := json.Unmarshal(rawProjFlags, &projFlags); err != nil {
+		t.Fatalf("decode project scenario_flags: %v", err)
+	}
+	if v, ok := projFlags["with_ccr"].(bool); !ok || !v {
+		t.Errorf("after Akte PatchProceeding, projects.scenario_flags.with_ccr = %v, want true", projFlags["with_ccr"])
+	}
+
+	// Add an event card backed by a real sequencing rule, then PATCH
+	// state='filed' with actual_date. Dual-write should insert a
+	// paliad.deadlines row (status='completed', completed_at=actual_date).
+	ev, err := svc.AddEvent(ctx, owner, akte.ID, procID, AddEventInput{
+		SequencingRuleID: &ruleID,
+		State:            ptrString("planned"),
+	})
+	if err != nil {
+		t.Fatalf("AddEvent (Akte): %v", err)
+	}
+	filedDate := mustDate(t, "2026-04-15")
+	if _, err := svc.PatchEvent(ctx, owner, akte.ID, ev.ID, PatchEventInput{
+		State:      ptrString("filed"),
+		ActualDate: &filedDate,
+	}); err != nil {
+		t.Fatalf("PatchEvent filed (Akte): %v", err)
+	}
+	var deadlineCount int
+	if err := pool.GetContext(ctx, &deadlineCount,
+		`SELECT COUNT(*) FROM paliad.deadlines
+		  WHERE project_id = $1 AND sequencing_rule_id = $2
+		    AND status = 'completed'`,
+		projectID, ruleID); err != nil {
+		t.Fatalf("count deadlines: %v", err)
+	}
+	if deadlineCount != 1 {
+		t.Errorf("after Akte PatchEvent filed, deadlines rows = %d, want 1", deadlineCount)
+	}
+
+	// ──────────────────────────────────────────────────────────────────
+	// Phase B — kontextfrei scenario does NOT touch project surfaces.
+	// ──────────────────────────────────────────────────────────────────
+
+	// Capture project scenario_flags + deadline count before the
+	// kontextfrei mutations so we can assert no change.
+	var beforeFlagsRaw []byte
+	_ = pool.GetContext(ctx, &beforeFlagsRaw,
+		`SELECT scenario_flags FROM paliad.projects WHERE id = $1`, projectID)
+	var beforeDeadlines int
+	_ = pool.GetContext(ctx, &beforeDeadlines,
+		`SELECT COUNT(*) FROM paliad.deadlines WHERE project_id = $1`, projectID)
+
+	kf, err := svc.CreateScenario(ctx, owner, CreateBuilderScenarioInput{})
+	if err != nil {
+		t.Fatalf("CreateScenario (kontextfrei): %v", err)
+	}
+	if kf.OriginProjectID != nil {
+		t.Fatalf("kontextfrei origin_project_id = %v, want nil", kf.OriginProjectID)
+	}
+	kfProc, err := svc.AddProceeding(ctx, owner, kf.ID, AddProceedingInput{
+		ProceedingTypeID: ptID,
+		PrimaryParty:     ptrString("claimant"),
+	})
+	if err != nil {
+		t.Fatalf("AddProceeding (kontextfrei): %v", err)
+	}
+	// Flag toggle on a kontextfrei scenario MUST NOT mutate the
+	// project's scenario_flags.
+	if _, err := svc.PatchProceeding(ctx, owner, kf.ID, kfProc.ID, PatchProceedingInput{
+		ScenarioFlags: json.RawMessage(`{"with_amend": true}`),
+	}); err != nil {
+		t.Fatalf("PatchProceeding (kontextfrei): %v", err)
+	}
+	var afterFlagsRaw []byte
+	if err := pool.GetContext(ctx, &afterFlagsRaw,
+		`SELECT scenario_flags FROM paliad.projects WHERE id = $1`, projectID); err != nil {
+		t.Fatalf("re-read project scenario_flags: %v", err)
+	}
+	if string(beforeFlagsRaw) != string(afterFlagsRaw) {
+		t.Errorf("kontextfrei PatchProceeding leaked into projects.scenario_flags: before=%s after=%s",
+			beforeFlagsRaw, afterFlagsRaw)
+	}
+
+	// Filed-state event on a kontextfrei scenario MUST NOT touch
+	// paliad.deadlines.
+	kfEv, err := svc.AddEvent(ctx, owner, kf.ID, kfProc.ID, AddEventInput{
+		SequencingRuleID: &ruleID,
+		State:            ptrString("planned"),
+	})
+	if err != nil {
+		t.Fatalf("AddEvent (kontextfrei): %v", err)
+	}
+	kfDate := mustDate(t, "2026-04-16")
+	if _, err := svc.PatchEvent(ctx, owner, kf.ID, kfEv.ID, PatchEventInput{
+		State:      ptrString("filed"),
+		ActualDate: &kfDate,
+	}); err != nil {
+		t.Fatalf("PatchEvent filed (kontextfrei): %v", err)
+	}
+	var afterDeadlines int
+	if err := pool.GetContext(ctx, &afterDeadlines,
+		`SELECT COUNT(*) FROM paliad.deadlines WHERE project_id = $1`, projectID); err != nil {
+		t.Fatalf("re-count deadlines: %v", err)
+	}
+	if afterDeadlines != beforeDeadlines {
+		t.Errorf("kontextfrei PatchEvent filed leaked into deadlines: before=%d after=%d",
+			beforeDeadlines, afterDeadlines)
+	}
+}
+
+// TestScenarioBuilderPromote pins B5's load-bearing contract
+// (m/paliad#153 / t-paliad-350 / PRD §2.4 + §5.4 + §10): PromoteScenario
+// creates a paliad.projects 'case' row transactionally, cascades parties
+// + deadlines, flips the scenario to 'promoted' with a back-ref, and
+// makes the original scenario read-only afterwards.
+func TestScenarioBuilderPromote(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+	ctx := context.Background()
+
+	owner := uuid.New()
+	var createdProjectID uuid.UUID
+	cleanup := func() {
+		if createdProjectID != uuid.Nil {
+			pool.ExecContext(ctx, `DELETE FROM paliad.projects WHERE id = $1`, createdProjectID)
+		}
+		pool.ExecContext(ctx, `DELETE FROM paliad.scenarios WHERE owner_id = $1`, owner)
+		pool.ExecContext(ctx, `DELETE FROM paliad.users WHERE id = $1`, owner)
+		pool.ExecContext(ctx, `DELETE FROM auth.users WHERE id = $1`, owner)
+	}
+	cleanup()
+	defer cleanup()
+
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO auth.users (id, email) VALUES ($1, 'promote-owner-test@hlc.com')`, owner); err != nil {
+		t.Fatalf("seed auth.users: %v", err)
+	}
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.users (id, email, display_name, office, lang)
+		 VALUES ($1, 'promote-owner-test@hlc.com', 'Promote Owner', 'munich', 'de')`, owner); err != nil {
+		t.Fatalf("seed paliad.users: %v", err)
+	}
+
+	var ptID int
+	if err := pool.GetContext(ctx, &ptID,
+		`SELECT id FROM paliad.proceeding_types WHERE code = $1 AND is_active = true LIMIT 1`,
+		CodeUPCInfringement); err != nil {
+		t.Fatalf("look up upc.inf id: %v", err)
+	}
+	// Two distinct rule ids: one filed, one planned (with an explicit
+	// actual_date so the planned deadline lands even without a calc engine).
+	var ruleIDs []uuid.UUID
+	if err := pool.SelectContext(ctx, &ruleIDs,
+		`SELECT id FROM paliad.sequencing_rules
+		  WHERE proceeding_type_id = $1 AND is_active = true AND lifecycle_state = 'published'
+		  ORDER BY sequence_order NULLS LAST, id LIMIT 2`, ptID); err != nil {
+		t.Fatalf("look up sequencing_rules: %v", err)
+	}
+	if len(ruleIDs) < 2 {
+		t.Skipf("need >=2 published rules for upc.inf; got %d", len(ruleIDs))
+	}
+
+	userSvc := NewUserService(pool)
+	projSvc := NewProjectService(pool, userSvc)
+	flagsSvc := NewScenarioFlagsService(pool, projSvc)
+	// fristenrechner nil — planned events carry an explicit actual_date in
+	// this test, so the cascade doesn't need computed dates.
+	svc := NewScenarioBuilderService(pool, projSvc, flagsSvc, nil)
+
+	sc, err := svc.CreateScenario(ctx, owner, CreateBuilderScenarioInput{Name: "Promote-Test"})
+	if err != nil {
+		t.Fatalf("CreateScenario: %v", err)
+	}
+	pr, err := svc.AddProceeding(ctx, owner, sc.ID, AddProceedingInput{
+		ProceedingTypeID: ptID,
+		PrimaryParty:     ptrString("defendant"),
+		ScenarioFlags:    json.RawMessage(`{"with_ccr": true}`),
+	})
+	if err != nil {
+		t.Fatalf("AddProceeding: %v", err)
+	}
+	filedDate := mustDate(t, "2026-01-15")
+	if _, err := svc.AddEvent(ctx, owner, sc.ID, pr.ID, AddEventInput{
+		SequencingRuleID: &ruleIDs[0], State: ptrString("filed"), ActualDate: &filedDate,
+	}); err != nil {
+		t.Fatalf("AddEvent filed: %v", err)
+	}
+	plannedDate := mustDate(t, "2026-04-01")
+	if _, err := svc.AddEvent(ctx, owner, sc.ID, pr.ID, AddEventInput{
+		SequencingRuleID: &ruleIDs[1], State: ptrString("planned"), ActualDate: &plannedDate,
+	}); err != nil {
+		t.Fatalf("AddEvent planned: %v", err)
+	}
+
+	res, err := svc.PromoteScenario(ctx, owner, sc.ID, PromoteScenarioInput{
+		Title:      "Becker ./. X — UPC",
+		CaseNumber: ptrString("UPC_CFI_123/2026"),
+		OurSide:    ptrString("defendant"),
+		Parties: []PromotePartyInput{
+			{Name: "Becker GmbH", Role: ptrString("defendant")},
+			{Name: "X Corp", Role: ptrString("claimant")},
+		},
+	})
+	if err != nil {
+		t.Fatalf("PromoteScenario: %v", err)
+	}
+	createdProjectID = res.ProjectID
+	if res.ProjectID == uuid.Nil {
+		t.Fatal("PromoteScenario returned nil project id")
+	}
+	if res.PartiesCreated != 2 {
+		t.Errorf("PartiesCreated = %d, want 2", res.PartiesCreated)
+	}
+	if res.DeadlinesCreated != 2 {
+		t.Errorf("DeadlinesCreated = %d, want 2 (1 filed + 1 planned-with-date)", res.DeadlinesCreated)
+	}
+
+	// Project row exists, is a 'case', carries origin_scenario_id + flags.
+	var proj struct {
+		Type            string          `db:"type"`
+		OriginScenario  *uuid.UUID      `db:"origin_scenario_id"`
+		ProceedingType  *int            `db:"proceeding_type_id"`
+		OurSide         *string         `db:"our_side"`
+		ScenarioFlags   json.RawMessage `db:"scenario_flags"`
+		CaseNumber      *string         `db:"case_number"`
+	}
+	if err := pool.GetContext(ctx, &proj,
+		`SELECT type, origin_scenario_id, proceeding_type_id, our_side, scenario_flags, case_number
+		   FROM paliad.projects WHERE id = $1`, res.ProjectID); err != nil {
+		t.Fatalf("load promoted project: %v", err)
+	}
+	if proj.Type != "case" {
+		t.Errorf("project type = %q, want case", proj.Type)
+	}
+	if proj.OriginScenario == nil || *proj.OriginScenario != sc.ID {
+		t.Errorf("origin_scenario_id = %v, want %v", proj.OriginScenario, sc.ID)
+	}
+	if proj.ProceedingType == nil || *proj.ProceedingType != ptID {
+		t.Errorf("proceeding_type_id = %v, want %d", proj.ProceedingType, ptID)
+	}
+	if proj.OurSide == nil || *proj.OurSide != "defendant" {
+		t.Errorf("our_side = %v, want defendant", proj.OurSide)
+	}
+
+	// Scenario flipped to promoted with the back-ref.
+	var after BuilderScenario
+	if err := pool.GetContext(ctx, &after,
+		`SELECT id, owner_id, name, status, origin_project_id, promoted_project_id,
+		        stichtag, notes, project_id, description, created_by, created_at, updated_at
+		   FROM paliad.scenarios WHERE id = $1`, sc.ID); err != nil {
+		t.Fatalf("reload scenario: %v", err)
+	}
+	if after.Status != "promoted" {
+		t.Errorf("scenario status = %q, want promoted", after.Status)
+	}
+	if after.PromotedProjectID == nil || *after.PromotedProjectID != res.ProjectID {
+		t.Errorf("promoted_project_id = %v, want %v", after.PromotedProjectID, res.ProjectID)
+	}
+
+	// Deadlines + parties physically present.
+	var deadlineCount, partyCount int
+	pool.GetContext(ctx, &deadlineCount,
+		`SELECT COUNT(*) FROM paliad.deadlines WHERE project_id = $1`, res.ProjectID)
+	pool.GetContext(ctx, &partyCount,
+		`SELECT COUNT(*) FROM paliad.parties WHERE project_id = $1`, res.ProjectID)
+	if deadlineCount != 2 {
+		t.Errorf("deadlines in DB = %d, want 2", deadlineCount)
+	}
+	if partyCount != 2 {
+		t.Errorf("parties in DB = %d, want 2", partyCount)
+	}
+
+	// Promoted scenario is now read-only: further PATCH is rejected.
+	if _, err := svc.PatchScenario(ctx, owner, sc.ID, PatchBuilderScenarioInput{
+		Name: ptrString("rename-after-promote"),
+	}); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("PatchScenario after promote = %v, want ErrInvalidInput", err)
+	}
+	// Re-promoting is rejected.
+	if _, err := svc.PromoteScenario(ctx, owner, sc.ID, PromoteScenarioInput{Title: "again"}); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("re-promote = %v, want ErrInvalidInput", err)
+	}
+}
+
+// mustDate parses an ISO date or fails the test. Helper for the
+// dual-write test above.
+func mustDate(t *testing.T, s string) time.Time {
+	t.Helper()
+	d, err := time.Parse("2006-01-02", s)
+	if err != nil {
+		t.Fatalf("parse date %q: %v", s, err)
+	}
+	return d
+}
+
 // (Note: ptrString lives in rule_editor_service_test.go in this package
 // and is reused here. No second declaration needed.)

internal/services/submission_autoname.go

@@ -0,0 +1,157 @@
+package services
+
+// Auto-naming for freshly-created submission drafts (t-paliad-352 /
+// m/paliad#155). A new project-bound draft gets a sortable, legal-
+// convention default title instead of the bare "Entwurf N" counter:
+//
+//	<YYYY-MM-DD> <ClientName> ./. <ForumShort> ./. <OpponentName>
+//
+// The date leads so drafts sort chronologically; " ./. " is the German
+// legal shorthand for "gegen". The three identity segments are the
+// client we act for, the forum the proceeding runs in, and the opposing
+// party — exactly the trio m named ("CLIENTNAME / UPC / OPPONENTNAME").
+//
+// Missing-segment rule: any segment that resolves empty is dropped
+// together with its leading separator, so a project without an opponent
+// yet renders "2026-05-31 Bayer AG ./. UPC" (no trailing separator) and
+// a project-less draft never reaches this path at all (it keeps the
+// "Entwurf N" counter — see SubmissionDraftService.Create).
+//
+// v1 promotes this scheme into the pkg/nomen composition engine: the
+// template lives as the submission_draft_title artifact's system-default
+// Composition (see namegen.go, PRD §5.1) and the identity resolvers below
+// stay as the value source. AutoSubmissionTitle is now a thin wrapper that
+// renders that composition; the assembly logic (separators, missing-segment
+// rules) is the engine's. Per-user / per-firm overrides (Slices 3–5) layer
+// onto the artifact without touching this file.
+
+import (
+	"strings"
+	"time"
+
+	"mgit.msbls.de/m/paliad/internal/models"
+)
+
+// AutoSubmissionTitle assembles the auto-generated draft title from the
+// resolved identity pieces. Pure and table-testable — every DB hop
+// happens in the caller (SubmissionDraftService.autoNameForProject).
+//
+// clientName is passed separately because the client we act for is the
+// root ancestor of the project tree, not a field on the draft's own
+// project node; the caller walks the path to resolve it. ourSide and
+// the proceeding type both come off the draft's project node, the
+// parties hang directly off it.
+//
+// The date is always present (formatted in Europe/Berlin); the three
+// identity segments are appended only when non-empty. Rendered through the
+// submission_draft_title artifact (namegen.go).
+func AutoSubmissionTitle(now time.Time, clientName string, project *models.Project, parties []models.Party, pt *models.ProceedingType) string {
+	// Pure system-default render (nil overrides). The identity trio carries
+	// the name, keyword stays empty (and its segment omits) — so a project
+	// draft renders identically to #155. The create path uses the
+	// overrides-aware autoNameForProject; this stays the system-default
+	// reference that the #155 test matrix pins.
+	return renderSubmissionDraftTitle(nil, nil, now, clientName, project, parties, pt, "")
+}
+
+// submissionForumShort maps a proceeding type to the short forum label
+// used in the auto-name. The jurisdiction is the forum for the
+// supranational / office tracks (UPC, EPA, DPMA); German court
+// proceedings disambiguate by the court that hears them (LG / OLG /
+// BGH / BPatG), which is the tail segment of the proceeding code
+// (de.inf.lg → LG, de.null.bpatg → BPatG). nil / unknown → "".
+func submissionForumShort(pt *models.ProceedingType) string {
+	if pt == nil {
+		return ""
+	}
+	switch j := strings.ToUpper(strings.TrimSpace(derefString(pt.Jurisdiction))); j {
+	case "":
+		return ""
+	case "DE":
+		return germanCourtShort(pt.Code)
+	default:
+		// UPC / EPA / DPMA and any future jurisdiction are their own
+		// forum label.
+		return j
+	}
+}
+
+// germanCourtShort returns the court abbreviation from the tail segment
+// of a German proceeding code (the part after the last "."). Known
+// courts get their canonical casing; anything else falls back to the
+// uppercased tail so a new German proceeding still yields a label.
+func germanCourtShort(code string) string {
+	parts := strings.Split(code, ".")
+	tail := strings.ToLower(strings.TrimSpace(parts[len(parts)-1]))
+	switch tail {
+	case "":
+		return ""
+	case "lg":
+		return "LG"
+	case "olg":
+		return "OLG"
+	case "bgh":
+		return "BGH"
+	case "bpatg":
+		return "BPatG"
+	default:
+		return strings.ToUpper(tail)
+	}
+}
+
+// submissionOpponentName picks the name of the primary opposing party
+// given the side we act for. We act actively (claimant / applicant /
+// appellant) → the opponent is on the defendant bucket; we act
+// reactively (defendant / respondent) → the opponent is the claimant.
+// An unknown / unset side (third_party, other, NULL) can't fix a
+// posture, so no opponent is derived (the segment is omitted). The
+// first party of the opposing bucket wins — PartyService.ListForProject
+// orders by name, so the pick is deterministic for a given project.
+func submissionOpponentName(parties []models.Party, ourSide string) string {
+	var want string
+	switch sidePosture(ourSide) {
+	case "active":
+		want = "defendant"
+	case "reactive":
+		want = "claimant"
+	default:
+		return ""
+	}
+	for i := range parties {
+		if partyRoleBucket(parties[i].Role) == want {
+			if n := strings.TrimSpace(parties[i].Name); n != "" {
+				return n
+			}
+		}
+	}
+	return ""
+}
+
+// sidePosture folds the our_side sub-role vocabulary (t-paliad-222)
+// down to the active / reactive axis. Returns "" for sides that have no
+// clear posture (third_party, other) or an unset value.
+func sidePosture(ourSide string) string {
+	switch strings.ToLower(strings.TrimSpace(ourSide)) {
+	case "claimant", "applicant", "appellant":
+		return "active"
+	case "defendant", "respondent":
+		return "reactive"
+	default:
+		return ""
+	}
+}
+
+// partyRoleBucket folds a party's free-text role into the
+// claimant / defendant / other buckets. German and English spellings
+// both fold in; everything else (Streithelfer, Patentinhaberin, …) is
+// "other". Shared with addPartyVars so the two paths can't drift.
+func partyRoleBucket(role *string) string {
+	switch strings.ToLower(strings.TrimSpace(derefString(role))) {
+	case "claimant", "kläger", "klaeger", "klägerin", "klaegerin":
+		return "claimant"
+	case "defendant", "beklagter", "beklagte":
+		return "defendant"
+	default:
+		return "other"
+	}
+}

internal/services/submission_autoname_test.go

@@ -0,0 +1,224 @@
+package services
+
+import (
+	"testing"
+	"time"
+
+	"mgit.msbls.de/m/paliad/internal/models"
+)
+
+func party(name, role string) models.Party {
+	return models.Party{Name: name, Role: strPtr(role)}
+}
+
+func proceeding(jurisdiction, code string) *models.ProceedingType {
+	return &models.ProceedingType{Jurisdiction: strPtr(jurisdiction), Code: code}
+}
+
+func projectSide(side string) *models.Project {
+	if side == "" {
+		return &models.Project{}
+	}
+	return &models.Project{OurSide: strPtr(side)}
+}
+
+// noon UTC on 2026-05-31 → 14:00 Europe/Berlin (CEST), same calendar day.
+var fixedNow = time.Date(2026, 5, 31, 12, 0, 0, 0, time.UTC)
+
+func TestAutoSubmissionTitle(t *testing.T) {
+	cases := []struct {
+		name      string
+		clientName string
+		project   *models.Project
+		parties   []models.Party
+		pt        *models.ProceedingType
+		want      string
+	}{
+		{
+			name:       "full data — UPC, we are claimant",
+			clientName: "Bayer AG",
+			project:    projectSide("claimant"),
+			parties:    []models.Party{party("Novartis Pharma", "Beklagte")},
+			pt:         proceeding("UPC", "upc.inf.cfi"),
+			want:       "2026-05-31 Bayer AG ./. UPC ./. Novartis Pharma",
+		},
+		{
+			name:       "full data — German court, we are respondent",
+			clientName: "Bayer AG",
+			project:    projectSide("respondent"),
+			parties:    []models.Party{party("Acme Generics", "Klägerin")},
+			pt:         proceeding("DE", "de.null.bpatg"),
+			want:       "2026-05-31 Bayer AG ./. BPatG ./. Acme Generics",
+		},
+		{
+			name:       "no opponent — opposing bucket empty",
+			clientName: "Bayer AG",
+			project:    projectSide("claimant"),
+			parties:    []models.Party{party("Bayer AG", "Klägerin")}, // only our own side
+			pt:         proceeding("UPC", "upc.inf.cfi"),
+			want:       "2026-05-31 Bayer AG ./. UPC",
+		},
+		{
+			name:       "no forum — proceeding type missing",
+			clientName: "Bayer AG",
+			project:    projectSide("respondent"),
+			parties:    []models.Party{party("Acme Generics", "Klägerin")},
+			pt:         nil,
+			want:       "2026-05-31 Bayer AG ./. Acme Generics",
+		},
+		{
+			name:       "no client — client segment omitted",
+			clientName: "",
+			project:    projectSide("claimant"),
+			parties:    []models.Party{party("Novartis Pharma", "Beklagte")},
+			pt:         proceeding("UPC", "upc.inf.cfi"),
+			want:       "2026-05-31 UPC ./. Novartis Pharma",
+		},
+		{
+			name:       "all identity segments missing — date only",
+			clientName: "",
+			project:    projectSide(""), // no our_side → no opponent posture
+			parties:    nil,
+			pt:         nil,
+			want:       "2026-05-31",
+		},
+		{
+			name:       "unknown side — opponent omitted even with parties",
+			clientName: "Bayer AG",
+			project:    projectSide("third_party"),
+			parties:    []models.Party{party("Acme Generics", "Klägerin")},
+			pt:         proceeding("EPA", "epa.opp.opd"),
+			want:       "2026-05-31 Bayer AG ./. EPA",
+		},
+		{
+			name:       "nil project — opponent omitted, client + forum stand",
+			clientName: "Bayer AG",
+			project:    nil,
+			parties:    []models.Party{party("Acme Generics", "Klägerin")},
+			pt:         proceeding("DPMA", "dpma.opp.dpma"),
+			want:       "2026-05-31 Bayer AG ./. DPMA",
+		},
+	}
+	for _, c := range cases {
+		t.Run(c.name, func(t *testing.T) {
+			got := AutoSubmissionTitle(fixedNow, c.clientName, c.project, c.parties, c.pt)
+			if got != c.want {
+				t.Errorf("AutoSubmissionTitle = %q, want %q", got, c.want)
+			}
+		})
+	}
+}
+
+// TestAutoSubmissionTitleBerlinDate locks the Europe/Berlin localisation:
+// 22:30 UTC on 2026-05-31 is already 00:30 on 2026-06-01 in CEST, so the
+// date segment must roll over.
+func TestAutoSubmissionTitleBerlinDate(t *testing.T) {
+	lateUTC := time.Date(2026, 5, 31, 22, 30, 0, 0, time.UTC)
+	got := AutoSubmissionTitle(lateUTC, "Bayer AG", projectSide("claimant"),
+		[]models.Party{party("Novartis", "Beklagte")}, proceeding("UPC", "upc.inf.cfi"))
+	want := "2026-06-01 Bayer AG ./. UPC ./. Novartis"
+	if got != want {
+		t.Errorf("AutoSubmissionTitle (late UTC) = %q, want %q", got, want)
+	}
+}
+
+func TestSubmissionForumShort(t *testing.T) {
+	cases := []struct {
+		pt   *models.ProceedingType
+		want string
+	}{
+		{nil, ""},
+		{proceeding("UPC", "upc.inf.cfi"), "UPC"},
+		{proceeding("EPA", "epa.opp.opd"), "EPA"},
+		{proceeding("DPMA", "dpma.opp.dpma"), "DPMA"},
+		{proceeding("DE", "de.inf.lg"), "LG"},
+		{proceeding("DE", "de.inf.olg"), "OLG"},
+		{proceeding("DE", "de.inf.bgh"), "BGH"},
+		{proceeding("DE", "de.null.bpatg"), "BPatG"},
+		{proceeding("DE", "de.null.bgh"), "BGH"},
+		{proceeding("DE", "de.foo.amtsgericht"), "AMTSGERICHT"}, // unknown court → uppercased tail
+		{proceeding("de", "de.inf.lg"), "LG"},                   // lowercase jurisdiction folds
+		{proceeding("", ""), ""},                                // no jurisdiction
+	}
+	for _, c := range cases {
+		if got := submissionForumShort(c.pt); got != c.want {
+			t.Errorf("submissionForumShort(%+v) = %q, want %q", c.pt, got, c.want)
+		}
+	}
+}
+
+func TestSubmissionOpponentName(t *testing.T) {
+	claimantA := party("Acme", "Klägerin")
+	defendantB := party("Novartis", "Beklagte")
+	other := party("Streithelfer X", "Streithelfer")
+
+	cases := []struct {
+		name    string
+		parties []models.Party
+		ourSide string
+		want    string
+	}{
+		{"active → first defendant", []models.Party{claimantA, defendantB}, "claimant", "Novartis"},
+		{"reactive → first claimant", []models.Party{claimantA, defendantB}, "respondent", "Acme"},
+		{"applicant (active) → defendant", []models.Party{defendantB}, "applicant", "Novartis"},
+		{"appellant (active) → defendant", []models.Party{defendantB}, "appellant", "Novartis"},
+		{"defendant (reactive) → claimant", []models.Party{claimantA}, "defendant", "Acme"},
+		{"unknown side → none", []models.Party{claimantA, defendantB}, "third_party", ""},
+		{"empty side → none", []models.Party{claimantA, defendantB}, "", ""},
+		{"no opposing party → none", []models.Party{claimantA, other}, "claimant", ""},
+		{"opposing bucket only 'other' → none", []models.Party{other}, "respondent", ""},
+	}
+	for _, c := range cases {
+		t.Run(c.name, func(t *testing.T) {
+			if got := submissionOpponentName(c.parties, c.ourSide); got != c.want {
+				t.Errorf("submissionOpponentName = %q, want %q", got, c.want)
+			}
+		})
+	}
+}
+
+func TestUniqueDraftName(t *testing.T) {
+	cases := []struct {
+		name     string
+		base     string
+		existing []string
+		want     string
+	}{
+		{"free", "2026-05-31 Bayer AG ./. UPC", nil, "2026-05-31 Bayer AG ./. UPC"},
+		{"first clash → (2)", "2026-05-31 Bayer AG ./. UPC",
+			[]string{"2026-05-31 Bayer AG ./. UPC"}, "2026-05-31 Bayer AG ./. UPC (2)"},
+		{"two clash → (3)", "2026-05-31 Bayer AG ./. UPC",
+			[]string{"2026-05-31 Bayer AG ./. UPC", "2026-05-31 Bayer AG ./. UPC (2)"},
+			"2026-05-31 Bayer AG ./. UPC (3)"},
+		{"gap reused → (2)", "X",
+			[]string{"X", "X (3)"}, "X (2)"},
+	}
+	for _, c := range cases {
+		t.Run(c.name, func(t *testing.T) {
+			if got := uniqueDraftName(c.base, c.existing); got != c.want {
+				t.Errorf("uniqueDraftName = %q, want %q", got, c.want)
+			}
+		})
+	}
+}
+
+func TestNextDraftName(t *testing.T) {
+	cases := []struct {
+		name     string
+		existing []string
+		lang     string
+		want     string
+	}{
+		{"empty de", nil, "de", "Entwurf 1"},
+		{"empty en", nil, "en", "Draft 1"},
+		{"highest+1", []string{"Entwurf 1", "Entwurf 3"}, "de", "Entwurf 4"},
+		{"ignores foreign names", []string{"2026-05-31 Bayer AG"}, "de", "Entwurf 1"},
+	}
+	for _, c := range cases {
+		t.Run(c.name, func(t *testing.T) {
+			if got := nextDraftName(c.existing, c.lang); got != c.want {
+				t.Errorf("nextDraftName = %q, want %q", got, c.want)
+			}
+		})
+	}
+}

internal/services/submission_compose.go

@@ -1,93 +1,73 @@
 package services
 
-// Composer render pipeline — t-paliad-313 Slice B (design doc §9.1 +
-// §9.2). Assembles a base .docx and a draft's section rows into a
-// merged .docx ready for export.
+// Composer wrapper — bridges paliad's submission draft model
+// (SubmissionSection + SubmissionBase) to the format-neutral docforge
+// .docx composer (pkg/docforge/docx), extracted in slice 2 of the
+// docforge train (t-paliad-349 / m/paliad#157).
 //
-// Pipeline (high-level):
+// The full splice/assembly pipeline now lives in pkg/docforge/docx
+// (compose.go): macro pre-pass, anchor-pair splicing, append-before-sectPr,
+// hyperlink-rels patching, zip repack, and the final placeholder pass. This
+// wrapper does the one thing the engine must not know about — mapping
+// paliad's DB row types onto the neutral docx.Section / docx.Carrier
+// inputs. Behaviour is byte-identical to the pre-extraction composer; the
+// in-package compose_test still drives this wrapper end-to-end.
 //
-//  1. ConvertDotmToDocx pre-pass on the base bytes (idempotent on .docx).
-//  2. Locate `word/document.xml` inside the zip; pull the body XML.
-//  3. For each section in the draft (order_index ASC, included=true):
-//     render content_md_<lang> → OOXML via RenderMarkdownToOOXML using
-//     base.section_spec.stylemap.paragraph.
-//  4. Splice the rendered OOXML into the base body. Two splice modes:
-//     - Anchor mode: when the body carries `{{#section:KEY}}` /
-//       `{{/section:KEY}}` marker pairs, replace the slot's content
-//       (including the anchor paragraphs themselves) with the rendered
-//       section.
-//     - Append mode: when no anchor pair is found for a section, the
-//       rendered OOXML appends at the end of the body, just before any
-//       `<w:sectPr>` element. Sections with `included=false` are
-//       dropped silently.
-//  5. Strip any leftover unmatched anchor paragraphs.
-//  6. Re-pack the document.xml into the zip, leaving every other part
-//     untouched.
-//  7. Run the v1 SubmissionRenderer placeholder pass over the assembly
-//     so `{{path}}` placeholders inside section content (and inside
-//     the base's untouched chrome) get substituted by the merged bag.
-//     Cross-run merge in pass 2 handles autocorrect-fragmented
-//     placeholders the same as v1.
-//
-// Result: a fully-merged .docx. No new third-party Go dep — reuses
-// archive/zip + the existing SubmissionRenderer.
+// Slice note: the paragraph-level neutral document model (Document / Block
+// / Slot) the PRD §3.2 sketches lands in slice 6, where the authoring
+// importer and the format exporters actually consume it. Building it now,
+// ahead of any consumer, would be speculative and would put the
+// byte-identical guarantee at risk for no gain (PRD §4 B3 principle:
+// extractions earn their keep this cycle).
 
 import (
-	"archive/zip"
-	"bytes"
 	"context"
 	"fmt"
-	"io"
-	"regexp"
-	"sort"
-	"strings"
-	"time"
+
+	"mgit.msbls.de/m/paliad/pkg/docforge/docx"
 )
 
-// SubmissionComposer assembles base + sections into a final .docx.
-// Stateless; safe for concurrent use.
+// SubmissionComposer assembles a base + a draft's sections into a final
+// .docx. Stateless; safe for concurrent use.
 type SubmissionComposer struct {
-	renderer *SubmissionRenderer
+	inner *docx.Composer
 }
 
-// NewSubmissionComposer wires the composer. The renderer is required —
-// a nil renderer is a programmer error and the composer panics at
+// NewSubmissionComposer wires the composer. The renderer is required — a
+// nil renderer is a programmer error and the composer panics at
 // construction.
 func NewSubmissionComposer(renderer *SubmissionRenderer) *SubmissionComposer {
-	if renderer == nil {
-		panic("submission composer: renderer required")
-	}
-	return &SubmissionComposer{renderer: renderer}
+	return &SubmissionComposer{inner: docx.NewComposer(renderer)}
 }
 
-// ComposeOptions carries the per-call composition inputs.
+// ComposeOptions carries the per-call composition inputs in paliad's own
+// terms (SubmissionSection rows + the SubmissionBase chrome).
 type ComposeOptions struct {
-	// Sections are the draft's section rows in display order. The
-	// composer renders included sections; excluded rows are dropped.
-	// Caller is responsible for visibility — by the time the composer
-	// runs, the section rows have already been gated through
-	// SubmissionDraftService.Get + can_see_project.
+	// Sections are the draft's section rows in display order. Included
+	// sections render; excluded rows are dropped. The caller is
+	// responsible for visibility — by the time the composer runs the rows
+	// have already been gated through SubmissionDraftService.Get +
+	// can_see_project.
 	Sections []SubmissionSection
 
-	// Base supplies the document chrome (.docx body host) plus the
-	// stylemap for the MD walker. Must not be nil.
+	// Base supplies the document chrome plus the stylemap for the MD
+	// walker. Must not be nil.
 	Base *SubmissionBase
 
-	// BaseBytes is the raw .docx bytes for the base. Typically fetched
+	// BaseBytes is the raw .docx bytes for the base, typically fetched
 	// from Gitea via the existing template cache.
 	BaseBytes []byte
 
-	// Lang ('de' or 'en') selects which content_md_* column the
-	// composer reads per section. Defaults to 'de' if empty.
+	// Lang ('de' or 'en') selects which content_md_* column the composer
+	// reads per section. Defaults to 'de' if empty.
 	Lang string
 
-	// Vars is the merged placeholder bag the v1 renderer pass
-	// substitutes after the composer assembly. Passed straight through
-	// to SubmissionRenderer.Render.
+	// Vars is the merged placeholder bag the renderer pass substitutes
+	// after assembly.
 	Vars PlaceholderMap
 
-	// Missing translates an unbound placeholder key into the marker
-	// the lawyer sees in Word. Passed straight to the renderer.
+	// Missing translates an unbound placeholder key into the marker the
+	// lawyer sees in Word.
 	Missing MissingPlaceholderFn
 }
 
@@ -96,512 +76,24 @@ func (c *SubmissionComposer) Compose(ctx context.Context, opts ComposeOptions) (
 	if opts.Base == nil {
 		return nil, fmt.Errorf("submission compose: base required")
 	}
-	_ = ctx // reserved for cancellation propagation in later slices
-	sections := opts.Sections
-
-	// Pre-pass: strip macros so the base reads as a plain .docx zip.
-	cleanBytes, err := ConvertDotmToDocx(opts.BaseBytes)
-	if err != nil {
-		return nil, fmt.Errorf("submission compose: convert base: %w", err)
-	}
-
-	// Locate + extract word/document.xml so we can splice in-place.
-	documentXML, otherParts, err := splitBaseZip(cleanBytes)
-	if err != nil {
-		return nil, err
-	}
-
-	// Per-compose hyperlink allocator. Each unique URL gets a fresh
-	// rId outside the base's existing namespace. The post-pass
-	// (patchDocumentXMLRels) writes the matching Relationship rows
-	// before the zip is repacked. Slice D adds inline `[label](url)`
-	// hyperlink support.
-	linkAlloc := newComposerLinkAllocator()
-
-	// Build the rendered-section map: section_key → OOXML span.
-	stylemap := opts.Base.SectionSpec.Stylemap
-	rendered := make(map[string]string, len(sections))
-	keptSections := make([]SubmissionSection, 0, len(sections))
-	for _, sec := range sections {
-		if !sec.Included {
-			continue
+	secs := make([]docx.Section, len(opts.Sections))
+	for i, s := range opts.Sections {
+		secs[i] = docx.Section{
+			Key:         s.SectionKey,
+			OrderIndex:  s.OrderIndex,
+			Included:    s.Included,
+			ContentMDDE: s.ContentMDDE,
+			ContentMDEN: s.ContentMDEN,
 		}
-		md := sec.ContentMDDE
-		if strings.EqualFold(opts.Lang, "en") {
-			md = sec.ContentMDEN
-		}
-		rendered[sec.SectionKey] = RenderMarkdownToOOXMLWithStyles(md, stylemap, linkAlloc.Alloc)
-		keptSections = append(keptSections, sec)
 	}
-	// Stable order — already sorted ascending by ListForDraft, but
-	// belt-and-braces in case the caller swaps the ordering policy
-	// later.
-	sort.SliceStable(keptSections, func(i, j int) bool {
-		return keptSections[i].OrderIndex < keptSections[j].OrderIndex
+	return c.inner.Compose(ctx, docx.ComposeOptions{
+		Sections: secs,
+		Carrier: docx.Carrier{
+			Bytes:    opts.BaseBytes,
+			Stylemap: opts.Base.SectionSpec.Stylemap,
+		},
+		Lang:    opts.Lang,
+		Vars:    opts.Vars,
+		Missing: opts.Missing,
 	})
-
-	assembledBody := spliceSections(documentXML, rendered, keptSections, sections)
-
-	// Slice D hyperlink patch: when the walker emitted hyperlink rIds
-	// for inline `[label](url)` links, the base's
-	// word/_rels/document.xml.rels needs matching <Relationship>
-	// entries so Word can resolve the rIds. Mutates one zip part in
-	// otherParts (or appends if missing).
-	if linkAlloc.HasLinks() {
-		updatedParts, err := patchDocumentXMLRels(otherParts, linkAlloc.Pairs())
-		if err != nil {
-			return nil, err
-		}
-		otherParts = updatedParts
-	}
-
-	// Re-pack into a zip with the assembled document.xml. All other
-	// parts (styles, fonts, headers, footers, theme, settings) pass
-	// through bit-for-bit at their original mtime + compression.
-	repacked, err := repackBaseZip(otherParts, assembledBody)
-	if err != nil {
-		return nil, err
-	}
-
-	// Final pass: substitute placeholders against the merged bag. The
-	// existing renderer handles cross-run fragmentation, the `{{rule.X}}`
-	// alias contract, and the missing-marker emission. Reusing it
-	// guarantees v1's placeholder grammar stays intact inside section
-	// content + base chrome.
-	merged, err := c.renderer.Render(repacked, opts.Vars, opts.Missing)
-	if err != nil {
-		return nil, fmt.Errorf("submission compose: placeholder pass: %w", err)
-	}
-	return merged, nil
-}
-
-// ─────────────────────────────────────────────────────────────────────
-// Section splicing
-// ─────────────────────────────────────────────────────────────────────
-
-// Anchor markers as they appear inside a <w:t> text node. We don't
-// need a full XML parse — finding the marker text inside the body is
-// sufficient because:
-//   - {{ and }} are never legitimate document content (placeholders
-//     follow the same convention everywhere else in paliad).
-//   - The anchor key grammar [A-Za-z0-9_]+ rules out any HTML/XML
-//     special characters.
-//   - Each anchor lives in exactly one <w:t>...<w:t>, which lives in
-//     exactly one <w:r>...</w:r>, which lives in exactly one
-//     <w:p>...</w:p>. We expand from the marker outward to find the
-//     enclosing <w:p> span and drop the entire paragraph as part of
-//     the splice.
-//
-// RE2 has no lookahead, so the "find enclosing <w:p>" logic is
-// implemented as manual byte-index search around the marker hit
-// (anchorParagraphSpan below) rather than a single regex pattern.
-
-const (
-	anchorOpenPrefix  = "{{#section:"
-	anchorClosePrefix = "{{/section:"
-	anchorSuffix      = "}}"
-)
-
-// anchorKeyRegex validates that the captured anchor key is a clean
-// identifier. Keys that include other characters (which can't actually
-// appear in our authored .docx) are treated as no match.
-var anchorKeyRegex = regexp.MustCompile(`^[A-Za-z0-9_]+$`)
-
-// anchorPair records the byte span of one matched anchor pair inside
-// the body — from the start of the opening anchor's <w:p> element
-// through the end of the closing anchor's </w:p>.
-type anchorPair struct {
-	key      string
-	openStart int // start of <w:p> for the opening anchor
-	closeEnd  int // index just past </w:p> for the closing anchor
-}
-
-// findAllAnchorPairs scans the body for matched open/close anchor
-// pairs. Unbalanced markers (open without close, or vice versa) are
-// dropped from the result. Returns pairs in body-order; each pair's
-// span is non-overlapping.
-func findAllAnchorPairs(body string) []anchorPair {
-	type marker struct {
-		key      string
-		paraStart int
-		paraEnd   int
-		isOpen   bool
-	}
-	var markers []marker
-
-	collect := func(prefix string, isOpen bool) {
-		offset := 0
-		for {
-			idx := strings.Index(body[offset:], prefix)
-			if idx < 0 {
-				return
-			}
-			start := offset + idx
-			suffixIdx := strings.Index(body[start+len(prefix):], anchorSuffix)
-			if suffixIdx < 0 {
-				return
-			}
-			key := body[start+len(prefix) : start+len(prefix)+suffixIdx]
-			if !anchorKeyRegex.MatchString(key) {
-				offset = start + len(prefix)
-				continue
-			}
-			markerEnd := start + len(prefix) + suffixIdx + len(anchorSuffix)
-			pStart, pEnd, ok := paragraphSpanAround(body, start, markerEnd)
-			if !ok {
-				offset = markerEnd
-				continue
-			}
-			markers = append(markers, marker{key: key, paraStart: pStart, paraEnd: pEnd, isOpen: isOpen})
-			offset = pEnd
-		}
-	}
-	collect(anchorOpenPrefix, true)
-	collect(anchorClosePrefix, false)
-
-	// Walk markers in body-order, matching each open with the next
-	// close that carries the same key.
-	sort.SliceStable(markers, func(i, j int) bool {
-		return markers[i].paraStart < markers[j].paraStart
-	})
-	var pairs []anchorPair
-	openStack := map[string]marker{}
-	for _, m := range markers {
-		if m.isOpen {
-			openStack[m.key] = m
-			continue
-		}
-		o, ok := openStack[m.key]
-		if !ok {
-			continue
-		}
-		pairs = append(pairs, anchorPair{
-			key:       m.key,
-			openStart: o.paraStart,
-			closeEnd:  m.paraEnd,
-		})
-		delete(openStack, m.key)
-	}
-	return pairs
-}
-
-// paragraphSpanAround returns the byte span of the smallest `<w:p>...</w:p>`
-// element that fully contains the byte range [markerStart, markerEnd).
-// Returns false when the byte range doesn't sit inside a single
-// paragraph (which would mean the marker survived a cross-paragraph
-// edit — defensive guard, shouldn't happen in well-formed input).
-func paragraphSpanAround(body string, markerStart, markerEnd int) (int, int, bool) {
-	// Walk backwards to find the nearest unclosed <w:p ... > opening.
-	// Since <w:p> doesn't nest, the nearest <w:p before markerStart is
-	// the enclosing paragraph's opening tag.
-	pStart := -1
-	cursor := markerStart
-	for cursor > 0 {
-		idx := strings.LastIndex(body[:cursor], "<w:p")
-		if idx < 0 {
-			break
-		}
-		// Confirm this is a paragraph open, not a different
-		// w:p-prefixed tag (e.g. <w:pPr>).
-		if idx+4 <= len(body) {
-			after := body[idx+4]
-			if after == ' ' || after == '>' || after == '/' {
-				// <w:p ...> or <w:p>; not <w:pPr>.
-				close := strings.Index(body[idx:], ">")
-				if close < 0 {
-					return 0, 0, false
-				}
-				pStart = idx
-				break
-			}
-		}
-		cursor = idx
-	}
-	if pStart < 0 {
-		return 0, 0, false
-	}
-	// Walk forward to find the matching </w:p>. <w:p> doesn't nest so
-	// the next </w:p> after the marker is the close.
-	pEndIdx := strings.Index(body[markerEnd:], "</w:p>")
-	if pEndIdx < 0 {
-		return 0, 0, false
-	}
-	pEnd := markerEnd + pEndIdx + len("</w:p>")
-	return pStart, pEnd, true
-}
-
-// spliceSections replaces anchor slots with rendered sections and
-// appends any unanchored sections before sectPr. Returns the assembled
-// document.xml body.
-func spliceSections(documentXML []byte, rendered map[string]string, kept []SubmissionSection, all []SubmissionSection) []byte {
-	body := string(documentXML)
-	pairs := findAllAnchorPairs(body)
-
-	// Build a lookup of kept section keys for quick membership tests.
-	keptByKey := map[string]int{}
-	for i, sec := range kept {
-		keptByKey[sec.SectionKey] = i
-	}
-	allByKey := map[string]int{}
-	for i, sec := range all {
-		allByKey[sec.SectionKey] = i
-	}
-
-	matchedKeys := map[string]bool{}
-
-	// Walk pairs in REVERSE body-order so slice mutations don't shift
-	// later offsets.
-	sort.SliceStable(pairs, func(i, j int) bool {
-		return pairs[i].openStart > pairs[j].openStart
-	})
-	for _, p := range pairs {
-		replacement := ""
-		if idx, ok := keptByKey[p.key]; ok {
-			replacement = rendered[p.key]
-			matchedKeys[p.key] = true
-			_ = idx
-		} else if _, isOnDraft := allByKey[p.key]; isOnDraft {
-			// Anchor matches an excluded section on the draft — drop
-			// the entire slot.
-			replacement = ""
-		} else {
-			// Anchor doesn't match any section on this draft — drop
-			// to leave the base's chrome unbroken.
-			replacement = ""
-		}
-		body = body[:p.openStart] + replacement + body[p.closeEnd:]
-	}
-
-	// Append unanchored sections before sectPr in order_index ASC.
-	var unanchored strings.Builder
-	for _, sec := range kept {
-		if matchedKeys[sec.SectionKey] {
-			continue
-		}
-		unanchored.WriteString(rendered[sec.SectionKey])
-	}
-	if unanchored.Len() > 0 {
-		body = appendBeforeSectPr(body, unanchored.String())
-	}
-
-	return []byte(body)
-}
-
-// appendBeforeSectPr inserts content immediately before the first
-// `<w:sectPr` element in the body, or at the end of the body if there
-// is none. Word documents conventionally close the body with a sectPr
-// describing page setup; we want to land sections before that element
-// so they show up on the actual pages.
-var sectPrRegex = regexp.MustCompile(`<w:sectPr\b`)
-
-func appendBeforeSectPr(body, content string) string {
-	loc := sectPrRegex.FindStringIndex(body)
-	if loc == nil {
-		// No sectPr → append before `</w:body>` if present, else at
-		// the very end.
-		idx := strings.LastIndex(body, "</w:body>")
-		if idx < 0 {
-			return body + content
-		}
-		return body[:idx] + content + body[idx:]
-	}
-	return body[:loc[0]] + content + body[loc[0]:]
-}
-
-// ─────────────────────────────────────────────────────────────────────
-// Zip plumbing
-// ─────────────────────────────────────────────────────────────────────
-
-// baseZipPart captures one zip entry we kept aside while extracting
-// document.xml.
-type baseZipPart struct {
-	name    string
-	method  uint16
-	modTime int64 // wall seconds; converted back to time.Time on repack
-	body    []byte
-}
-
-// splitBaseZip extracts document.xml and returns it alongside every
-// other zip entry, ready for repacking.
-func splitBaseZip(cleanBytes []byte) ([]byte, []baseZipPart, error) {
-	zr, err := zip.NewReader(bytes.NewReader(cleanBytes), int64(len(cleanBytes)))
-	if err != nil {
-		return nil, nil, fmt.Errorf("submission compose: open base zip: %w", err)
-	}
-	var documentXML []byte
-	parts := make([]baseZipPart, 0, len(zr.File))
-	for _, f := range zr.File {
-		body, err := readZipEntry(f)
-		if err != nil {
-			return nil, nil, fmt.Errorf("submission compose: read %s: %w", f.Name, err)
-		}
-		if f.Name == "word/document.xml" {
-			documentXML = body
-			parts = append(parts, baseZipPart{name: f.Name, method: f.Method, modTime: f.Modified.Unix(), body: nil})
-			continue
-		}
-		parts = append(parts, baseZipPart{name: f.Name, method: f.Method, modTime: f.Modified.Unix(), body: body})
-	}
-	if documentXML == nil {
-		return nil, nil, fmt.Errorf("submission compose: base zip missing word/document.xml")
-	}
-	return documentXML, parts, nil
-}
-
-// repackBaseZip rebuilds the zip, swapping document.xml for the
-// assembled body and leaving every other part untouched.
-func repackBaseZip(parts []baseZipPart, assembledBody []byte) ([]byte, error) {
-	var out bytes.Buffer
-	zw := zip.NewWriter(&out)
-	for _, p := range parts {
-		hdr := &zip.FileHeader{
-			Name:   p.name,
-			Method: p.method,
-		}
-		if p.modTime > 0 {
-			hdr.Modified = time.Unix(p.modTime, 0)
-		}
-		w, err := zw.CreateHeader(hdr)
-		if err != nil {
-			return nil, fmt.Errorf("submission compose: write header %s: %w", p.name, err)
-		}
-		body := p.body
-		if p.name == "word/document.xml" {
-			body = assembledBody
-		}
-		if _, err := w.Write(body); err != nil {
-			return nil, fmt.Errorf("submission compose: write body %s: %w", p.name, err)
-		}
-	}
-	if err := zw.Close(); err != nil {
-		return nil, fmt.Errorf("submission compose: finalise zip: %w", err)
-	}
-	return out.Bytes(), nil
-}
-
-func readZipEntry(f *zip.File) ([]byte, error) {
-	rc, err := f.Open()
-	if err != nil {
-		return nil, err
-	}
-	defer rc.Close()
-	return io.ReadAll(rc)
-}
-
-// ─────────────────────────────────────────────────────────────────────
-// Slice D — hyperlink wiring
-// ─────────────────────────────────────────────────────────────────────
-
-// composerLinkAllocator hands out fresh rIds for inline hyperlink
-// targets discovered by the MD walker. Each unique URL gets one rId
-// (deduped — repeated links to the same URL share one Relationship).
-// Allocations land outside the base's rId namespace by prefixing with
-// "rIdComposer" so they can't collide with existing relationships.
-type composerLinkAllocator struct {
-	next  int
-	byURL map[string]string
-	order []string // URLs in allocation order
-}
-
-func newComposerLinkAllocator() *composerLinkAllocator {
-	return &composerLinkAllocator{byURL: map[string]string{}}
-}
-
-// Alloc returns the rId for url, allocating one on first sight.
-func (a *composerLinkAllocator) Alloc(url string) string {
-	if rid, ok := a.byURL[url]; ok {
-		return rid
-	}
-	a.next++
-	rid := fmt.Sprintf("rIdComposer%d", a.next)
-	a.byURL[url] = rid
-	a.order = append(a.order, url)
-	return rid
-}
-
-// HasLinks reports whether any links were allocated during this compose.
-func (a *composerLinkAllocator) HasLinks() bool {
-	return len(a.order) > 0
-}
-
-// Pairs returns the (rId, URL) pairs in allocation order. The
-// document.xml.rels patcher consumes this to emit <Relationship>
-// elements.
-func (a *composerLinkAllocator) Pairs() [][2]string {
-	pairs := make([][2]string, 0, len(a.order))
-	for _, url := range a.order {
-		pairs = append(pairs, [2]string{a.byURL[url], url})
-	}
-	return pairs
-}
-
-// patchDocumentXMLRels mutates the word/_rels/document.xml.rels entry
-// in `parts` to append the given (rId, URL) pairs as hyperlink
-// relationships. If the rels part doesn't exist (some bases omit it
-// when the body has no relationships), this function appends a fresh
-// part with the minimal Relationships wrapper.
-//
-// Idempotent on (rId, URL) pairs already present (e.g. when a base
-// already references the URL for some other reason).
-//
-// Returns the (possibly extended) parts slice — callers must overwrite
-// their reference because the append in the no-rels-yet case grows the
-// backing array.
-func patchDocumentXMLRels(parts []baseZipPart, pairs [][2]string) ([]baseZipPart, error) {
-	const path = "word/_rels/document.xml.rels"
-	const hyperlinkType = "http://schemas.openxmlformats.org/officeDocument/2006/relationships/hyperlink"
-
-	existingIdx := -1
-	for i := range parts {
-		if parts[i].name == path {
-			existingIdx = i
-			break
-		}
-	}
-
-	var body string
-	if existingIdx >= 0 {
-		body = string(parts[existingIdx].body)
-	} else {
-		body = `<?xml version="1.0" encoding="UTF-8" standalone="yes"?>` +
-			`<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships"></Relationships>`
-	}
-
-	var inserts strings.Builder
-	for _, p := range pairs {
-		rid := p[0]
-		url := p[1]
-		if strings.Contains(body, `Id="`+rid+`"`) {
-			continue
-		}
-		inserts.WriteString(`<Relationship Id="`)
-		inserts.WriteString(xmlAttrEscape(rid))
-		inserts.WriteString(`" Type="`)
-		inserts.WriteString(hyperlinkType)
-		inserts.WriteString(`" Target="`)
-		inserts.WriteString(xmlAttrEscape(url))
-		inserts.WriteString(`" TargetMode="External"/>`)
-	}
-
-	if inserts.Len() == 0 {
-		return parts, nil
-	}
-
-	closeIdx := strings.LastIndex(body, "</Relationships>")
-	if closeIdx < 0 {
-		return parts, fmt.Errorf("submission compose: malformed document.xml.rels (no closing tag)")
-	}
-	patched := body[:closeIdx] + inserts.String() + body[closeIdx:]
-
-	if existingIdx >= 0 {
-		parts[existingIdx].body = []byte(patched)
-		return parts, nil
-	}
-	parts = append(parts, baseZipPart{
-		name:    path,
-		method:  zip.Deflate,
-		modTime: time.Now().Unix(),
-		body:    []byte(patched),
-	})
-	return parts, nil
 }

internal/services/submission_draft_autoname_live_test.go

@@ -0,0 +1,129 @@
+package services
+
+// Live-DB test for the submission-draft auto-naming scheme
+// (t-paliad-352 / m/paliad#155). Skipped without TEST_DATABASE_URL.
+//
+// Verifies the shipped Create flow end-to-end against real Postgres:
+// a project-bound draft is auto-named "<date> <client> ./. <forum> ./.
+// <opponent>" rather than "Entwurf N", the segments resolve from the
+// real project tree (client = root ancestor, forum = proceeding-type
+// jurisdiction, opponent = opposing party by our_side), and a second
+// draft on the same slot de-duplicates with a " (2)" suffix.
+
+import (
+	"context"
+	"os"
+	"testing"
+	"time"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/db"
+)
+
+func TestSubmissionDraft_AutoName_Live(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+	ctx := context.Background()
+
+	userID := uuid.New()
+	email := "autoname-" + userID.String()[:8] + "@hlc.com"
+	var clientID, caseID uuid.UUID
+	cleanup := func() {
+		pool.ExecContext(ctx, `DELETE FROM paliad.submission_drafts WHERE user_id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM paliad.parties WHERE project_id = $1`, caseID)
+		// Children first (FK), then root.
+		pool.ExecContext(ctx, `DELETE FROM paliad.project_teams WHERE user_id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM paliad.projects WHERE id = $1`, caseID)
+		pool.ExecContext(ctx, `DELETE FROM paliad.projects WHERE id = $1`, clientID)
+		pool.ExecContext(ctx, `DELETE FROM paliad.users WHERE id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM auth.users WHERE id = $1`, userID)
+	}
+	defer cleanup()
+	if _, err := pool.ExecContext(ctx, `INSERT INTO auth.users (id, email) VALUES ($1, $2)`, userID, email); err != nil {
+		t.Fatalf("seed auth.users: %v", err)
+	}
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.users (id, email, display_name, office, global_role, lang)
+		 VALUES ($1, $2, 'Auto Name', 'munich', 'standard', 'de')`, userID, email); err != nil {
+		t.Fatalf("seed paliad.users: %v", err)
+	}
+
+	users := NewUserService(pool)
+	projects := NewProjectService(pool, users)
+	parties := NewPartyService(pool, projects)
+	vars := NewSubmissionVarsService(pool, projects, parties, users)
+	renderer := NewSubmissionRenderer()
+	drafts := NewSubmissionDraftService(pool, projects, vars, renderer)
+
+	// Client root → case child. The case carries the proceeding type
+	// (UPC) and our_side (claimant), the party is the opponent.
+	client, err := projects.Create(ctx, userID, CreateProjectInput{
+		Type: "client", Title: "Bayer AG",
+	})
+	if err != nil {
+		t.Fatalf("create client project: %v", err)
+	}
+	clientID = client.ID
+
+	ptID := 8 // upc.inf.cfi → jurisdiction UPC
+	side := "claimant"
+	caseProj, err := projects.Create(ctx, userID, CreateProjectInput{
+		Type: "case", Title: "Streitsache", ParentID: &client.ID,
+		ProceedingTypeID: &ptID, OurSide: &side,
+	})
+	if err != nil {
+		t.Fatalf("create case project: %v", err)
+	}
+	caseID = caseProj.ID
+
+	beklagte := "Beklagte"
+	if _, err := parties.Create(ctx, userID, caseProj.ID, CreatePartyInput{
+		Name: "Novartis Pharma", Role: &beklagte,
+	}); err != nil {
+		t.Fatalf("create party: %v", err)
+	}
+
+	loc, _ := time.LoadLocation("Europe/Berlin")
+	today := time.Now().In(loc).Format("2006-01-02")
+	wantBase := today + " Bayer AG ./. UPC ./. Novartis Pharma"
+
+	d1, err := drafts.Create(ctx, userID, &caseProj.ID, "upc.inf.cfi.sod", "de")
+	if err != nil {
+		t.Fatalf("create draft 1: %v", err)
+	}
+	if d1.Name != wantBase {
+		t.Fatalf("draft 1 name = %q, want %q", d1.Name, wantBase)
+	}
+
+	// Second draft on the same (project, code) slot must de-duplicate.
+	d2, err := drafts.Create(ctx, userID, &caseProj.ID, "upc.inf.cfi.sod", "de")
+	if err != nil {
+		t.Fatalf("create draft 2: %v", err)
+	}
+	want2 := wantBase + " (2)"
+	if d2.Name != want2 {
+		t.Fatalf("draft 2 name = %q, want %q", d2.Name, want2)
+	}
+
+	// A project-less draft keeps the legacy Entwurf-N counter.
+	dless, err := drafts.Create(ctx, userID, nil, "upc.inf.cfi.sod", "de")
+	if err != nil {
+		t.Fatalf("create project-less draft: %v", err)
+	}
+	if dless.Name != "Entwurf 1" {
+		t.Fatalf("project-less draft name = %q, want %q", dless.Name, "Entwurf 1")
+	}
+}

internal/services/submission_draft_keyword_live_test.go

@@ -0,0 +1,123 @@
+package services
+
+// Live-DB test for the user-replaceable filename keyword
+// (t-paliad-354). Skipped without TEST_DATABASE_URL.
+//
+// Exercises the real Update → Get code path against Postgres: setting the
+// override merges into composer_meta.filename_keyword without clobbering
+// other composer keys, clearing it removes only that key, and the value
+// reads back through the same jsonb decode the export handler relies on.
+
+import (
+	"context"
+	"os"
+	"testing"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/db"
+)
+
+func TestSubmissionDraft_FilenameKeyword_Live(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+	ctx := context.Background()
+
+	userID := uuid.New()
+	email := "kw-" + userID.String()[:8] + "@hlc.com"
+	cleanup := func() {
+		pool.ExecContext(ctx, `DELETE FROM paliad.submission_drafts WHERE user_id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM paliad.users WHERE id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM auth.users WHERE id = $1`, userID)
+	}
+	defer cleanup()
+	if _, err := pool.ExecContext(ctx, `INSERT INTO auth.users (id, email) VALUES ($1, $2)`, userID, email); err != nil {
+		t.Fatalf("seed auth.users: %v", err)
+	}
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.users (id, email, display_name, office, global_role, lang)
+		 VALUES ($1, $2, 'Keyword Tester', 'munich', 'standard', 'de')`, userID, email); err != nil {
+		t.Fatalf("seed paliad.users: %v", err)
+	}
+
+	users := NewUserService(pool)
+	projects := NewProjectService(pool, users)
+	parties := NewPartyService(pool, projects)
+	vars := NewSubmissionVarsService(pool, projects, parties, users)
+	renderer := NewSubmissionRenderer()
+	drafts := NewSubmissionDraftService(pool, projects, vars, renderer)
+
+	// A project-less draft is the simplest fixture — no project tree
+	// needed to exercise composer_meta persistence.
+	d, err := drafts.Create(ctx, userID, nil, "upc.inf.cfi.sod", "de")
+	if err != nil {
+		t.Fatalf("create draft: %v", err)
+	}
+
+	// Pre-seed an unrelated composer_meta key to prove the merge/delete
+	// only touches filename_keyword.
+	if _, err := pool.ExecContext(ctx,
+		`UPDATE paliad.submission_drafts SET composer_meta = '{"other":"keep-me"}'::jsonb WHERE id = $1`,
+		d.ID); err != nil {
+		t.Fatalf("seed composer_meta: %v", err)
+	}
+
+	// Set the override. The canonical shape is now
+	// composer_meta.name_overrides.keyword (Slice 3).
+	kw := "Replik Hauptantrag"
+	got, err := drafts.Update(ctx, userID, d.ID, DraftPatch{FilenameKeyword: &kw})
+	if err != nil {
+		t.Fatalf("update set keyword: %v", err)
+	}
+	if v := nameOverrideKeyword(got.ComposerMeta); v != kw {
+		t.Fatalf("after set: name_overrides.keyword = %q, want %q", v, kw)
+	}
+	if v, _ := got.ComposerMeta["other"].(string); v != "keep-me" {
+		t.Fatalf("after set: unrelated key 'other' = %q, want %q (merge clobbered it)", v, "keep-me")
+	}
+
+	// Read back through Get (the path the export handler uses).
+	reload, err := drafts.Get(ctx, userID, d.ID)
+	if err != nil {
+		t.Fatalf("get after set: %v", err)
+	}
+	if v := nameOverrideKeyword(reload.ComposerMeta); v != kw {
+		t.Fatalf("reload: name_overrides.keyword = %q, want %q", v, kw)
+	}
+
+	// Clear the override (empty string) — only the keyword should go.
+	empty := ""
+	cleared, err := drafts.Update(ctx, userID, d.ID, DraftPatch{FilenameKeyword: &empty})
+	if err != nil {
+		t.Fatalf("update clear keyword: %v", err)
+	}
+	if v := nameOverrideKeyword(cleared.ComposerMeta); v != "" {
+		t.Fatalf("after clear: name_overrides.keyword still present: %v", cleared.ComposerMeta)
+	}
+	if v, _ := cleared.ComposerMeta["other"].(string); v != "keep-me" {
+		t.Fatalf("after clear: unrelated key 'other' = %q, want %q (delete removed too much)", v, "keep-me")
+	}
+}
+
+// nameOverrideKeyword reads composer_meta.name_overrides.keyword from a
+// decoded composer_meta map (the new Slice-3 shape).
+func nameOverrideKeyword(meta map[string]any) string {
+	no, ok := meta["name_overrides"].(map[string]any)
+	if !ok {
+		return ""
+	}
+	v, _ := no["keyword"].(string)
+	return v
+}

internal/services/submission_draft_nonproject_name_live_test.go

@@ -0,0 +1,121 @@
+package services
+
+// Live-DB gate for the non-project date-first draft name
+// (t-paliad-356 Slice 2, PRD §6). Skipped without TEST_DATABASE_URL.
+//
+// Exercises the real SubmissionDraftService.Create path for a project-less
+// draft (projectID == nil): the title must lead with today's date and carry
+// the document type resolved from the submission_code, degrade to an
+// "Entwurf"/"Draft" fallback when the code has no published filing rule, and
+// stay unique on collision. Project-draft titles are guarded byte-for-byte by
+// the pure TestAutoSubmissionTitle matrix and are unchanged by this slice.
+
+import (
+	"context"
+	"os"
+	"testing"
+	"time"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/db"
+)
+
+func todayBerlinDate() string {
+	day := time.Now()
+	if loc, err := time.LoadLocation("Europe/Berlin"); err == nil {
+		day = day.In(loc)
+	}
+	return day.Format("2006-01-02")
+}
+
+func TestSubmissionDraft_NonProjectName_Live(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+	ctx := context.Background()
+
+	userID := uuid.New()
+	email := "np-" + userID.String()[:8] + "@hlc.com"
+	cleanup := func() {
+		pool.ExecContext(ctx, `DELETE FROM paliad.submission_drafts WHERE user_id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM paliad.users WHERE id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM auth.users WHERE id = $1`, userID)
+	}
+	defer cleanup()
+	if _, err := pool.ExecContext(ctx, `INSERT INTO auth.users (id, email) VALUES ($1, $2)`, userID, email); err != nil {
+		t.Fatalf("seed auth.users: %v", err)
+	}
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.users (id, email, display_name, office, global_role, lang)
+		 VALUES ($1, $2, 'Non-Project Tester', 'munich', 'standard', 'de')`, userID, email); err != nil {
+		t.Fatalf("seed paliad.users: %v", err)
+	}
+
+	users := NewUserService(pool)
+	projects := NewProjectService(pool, users)
+	parties := NewPartyService(pool, projects)
+	vars := NewSubmissionVarsService(pool, projects, parties, users)
+	renderer := NewSubmissionRenderer()
+	drafts := NewSubmissionDraftService(pool, projects, vars, renderer)
+
+	date := todayBerlinDate()
+
+	// de.inf.lg.erwidg is a published filing rule → "Klageerwiderung" (DE) /
+	// "Statement of Defence" (EN). A project-less draft must lead with the
+	// date and carry that keyword.
+	d1, err := drafts.Create(ctx, userID, nil, "de.inf.lg.erwidg", "de")
+	if err != nil {
+		t.Fatalf("create draft 1: %v", err)
+	}
+	if want := date + " Klageerwiderung"; d1.Name != want {
+		t.Errorf("draft 1 name = %q, want %q", d1.Name, want)
+	}
+
+	// Same code again → collision → " (2)" via uniqueDraftName.
+	d2, err := drafts.Create(ctx, userID, nil, "de.inf.lg.erwidg", "de")
+	if err != nil {
+		t.Fatalf("create draft 2: %v", err)
+	}
+	if want := date + " Klageerwiderung (2)"; d2.Name != want {
+		t.Errorf("draft 2 name = %q, want %q", d2.Name, want)
+	}
+
+	// EN locale resolves the English document type.
+	dEN, err := drafts.Create(ctx, userID, nil, "de.inf.lg.erwidg", "en")
+	if err != nil {
+		t.Fatalf("create draft EN: %v", err)
+	}
+	if want := date + " Statement of Defence"; dEN.Name != want {
+		t.Errorf("draft EN name = %q, want %q", dEN.Name, want)
+	}
+
+	// A code with no published filing rule falls back to "<date> Entwurf".
+	dFallback, err := drafts.Create(ctx, userID, nil, "zzz.bogus.nope", "de")
+	if err != nil {
+		t.Fatalf("create fallback draft: %v", err)
+	}
+	if want := date + " Entwurf"; dFallback.Name != want {
+		t.Errorf("fallback draft name = %q, want %q", dFallback.Name, want)
+	}
+
+	// EN fallback word.
+	dFallbackEN, err := drafts.Create(ctx, userID, nil, "zzz.bogus.nope", "en")
+	if err != nil {
+		t.Fatalf("create EN fallback draft: %v", err)
+	}
+	if want := date + " Draft"; dFallbackEN.Name != want {
+		t.Errorf("EN fallback draft name = %q, want %q", dFallbackEN.Name, want)
+	}
+}

internal/services/submission_draft_service.go

@@ -63,12 +63,17 @@ type SubmissionDraft struct {
 	// ON DELETE SET NULL keeps a draft renderable if its base is
 	// removed; the lawyer picks a new one via the sidebar.
 	BaseID *uuid.UUID `db:"base_id" json:"base_id,omitempty"`
+	// TemplateVersionID pins an uploaded docforge template version
+	// (t-paliad-349 slice 7). NULL = render via base_id Composer path or
+	// the v1 fallback; non-NULL = render the pinned version's carrier.
+	// The export/preview path checks this first. ON DELETE SET NULL.
+	TemplateVersionID *uuid.UUID `db:"template_version_id" json:"template_version_id,omitempty"`
 	// ComposerMetaRaw / ComposerMeta — Composer-side metadata jsonb.
 	// Slice A: empty default. Future slices populate section_order,
 	// hidden_sections, etc.
-	ComposerMetaRaw []byte         `db:"composer_meta"       json:"-"`
-	CreatedAt       time.Time      `db:"created_at"          json:"created_at"`
-	UpdatedAt       time.Time      `db:"updated_at"          json:"updated_at"`
+	ComposerMetaRaw []byte    `db:"composer_meta"       json:"-"`
+	CreatedAt       time.Time `db:"created_at"          json:"created_at"`
+	UpdatedAt       time.Time `db:"updated_at"          json:"updated_at"`
 
 	// Variables is the decoded overrides map; populated on read by the
 	// service so callers don't have to unmarshal manually.
@@ -170,6 +175,22 @@ type DraftPatch struct {
 	// content is unaffected — the base swap is render-side only.
 	// t-paliad-313.
 	BaseID **uuid.UUID
+
+	// TemplateVersionID pins (or clears) an uploaded docforge template
+	// version. Same three-state two-level pointer as BaseID:
+	//   nil       → no change
+	//   *p == nil → clear (back to base_id / v1)
+	//   **p       → pin the version (validated via TemplateStore.GetVersion)
+	// t-paliad-349 slice 7.
+	TemplateVersionID **uuid.UUID
+
+	// FilenameKeyword sets (or clears) the user override that leads the
+	// exported document name "<date> <keyword> (<case>)" (t-paliad-354).
+	// Stored under composer_meta.filename_keyword — no dedicated column:
+	//   nil        → no change
+	//   *p == ""   → clear the key (back to the auto-derived rule name)
+	//   *p == "x"  → set the override
+	FilenameKeyword *string
 }
 
 // ErrSubmissionDraftNotFound is the sentinel for "no draft with that id
@@ -186,7 +207,7 @@ const draftColumns = `id, project_id, submission_code, user_id, name, language,
                       variables, selected_parties,
                       last_exported_at, last_exported_sha,
                       last_imported_at,
-                      base_id, composer_meta,
+                      base_id, template_version_id, composer_meta,
                       created_at, updated_at`
 
 // List returns every draft for (project, submission_code, user)
@@ -239,7 +260,7 @@ func (s *SubmissionDraftService) ListAllForUser(ctx context.Context, userID uuid
 		`SELECT d.id, d.project_id, d.submission_code, d.user_id, d.name, d.language,
 		        d.variables, d.selected_parties,
 		        d.last_exported_at, d.last_exported_sha, d.last_imported_at,
-		        d.base_id, d.composer_meta,
+		        d.base_id, d.template_version_id, d.composer_meta,
 		        d.created_at, d.updated_at,
 		        p.title     AS project_title,
 		        p.reference AS project_reference
@@ -343,12 +364,15 @@ func (s *SubmissionDraftService) EnsureLatest(ctx context.Context, userID, proje
 // creates with base_id=NULL — Composer is additive, the v1 fallback
 // path remains valid.
 func (s *SubmissionDraftService) Create(ctx context.Context, userID uuid.UUID, projectID *uuid.UUID, submissionCode, lang string) (*SubmissionDraft, error) {
+	var project *models.Project
 	if projectID != nil {
-		if _, err := s.projects.GetByID(ctx, userID, *projectID); err != nil {
+		p, err := s.projects.GetByID(ctx, userID, *projectID)
+		if err != nil {
 			return nil, err
 		}
+		project = p
 	}
-	name, err := s.nextDraftName(ctx, projectID, submissionCode, userID, lang)
+	name, err := s.newDraftName(ctx, userID, project, projectID, submissionCode, lang)
 	if err != nil {
 		return nil, err
 	}
@@ -418,20 +442,186 @@ func (s *SubmissionDraftService) Create(ctx context.Context, userID uuid.UUID, p
 	return &d, nil
 }
 
-// nextDraftName returns "Entwurf N" / "Draft N" with N = (highest
-// existing N + 1), or N=1 if no draft yet. Falls back to a unique
-// suffix if two callers race; the unique constraint on the table is
-// the final guard.
+// newDraftName picks the title for a freshly-created draft. Project-
+// bound drafts get the auto-name scheme (t-paliad-352 / m/paliad#155) —
+// "<date> <client> ./. <forum> ./. <opponent>", de-duplicated against
+// the user's existing drafts for the same (project, submission_code).
+// Project-less drafts (and any project-bound draft whose auto-name
+// resolves to nothing) fall back to the "Entwurf N" / "Draft N"
+// counter.
 //
-// A nil projectID scopes the search to the user's project-less drafts
-// for this submission_code — matches the row-uniqueness contract on
-// the DB side (project_id, submission_code, user_id, name) where
-// project_id IS NULL is its own equivalence class.
-func (s *SubmissionDraftService) nextDraftName(ctx context.Context, projectID *uuid.UUID, submissionCode string, userID uuid.UUID, lang string) (string, error) {
-	prefix := "Entwurf"
-	if strings.EqualFold(lang, "en") {
-		prefix = "Draft"
+// Only Create calls this — existing drafts are never renamed (the
+// scheme is create-time only, per #155). A lawyer's later manual rename
+// flows through Update and is left untouched.
+func (s *SubmissionDraftService) newDraftName(ctx context.Context, userID uuid.UUID, project *models.Project, projectID *uuid.UUID, submissionCode, lang string) (string, error) {
+	existing, err := s.existingDraftNames(ctx, projectID, submissionCode, userID)
+	if err != nil {
+		return "", err
 	}
+	// Composition precedence (Slice 3 + Slice 5): per-user override, then the
+	// firm-wide default, then the system default. Both loads are empty-safe.
+	overrides, err := getUserNameCompositions(ctx, s.db, userID)
+	if err != nil {
+		return "", err
+	}
+	firm, err := getFirmNameCompositions(ctx, s.db)
+	if err != nil {
+		return "", err
+	}
+	if project != nil {
+		auto, err := s.autoNameForProject(ctx, time.Now(), project, overrides, firm)
+		if err != nil {
+			return "", err
+		}
+		if strings.TrimSpace(auto) != "" {
+			return uniqueDraftName(auto, existing), nil
+		}
+		// A project draft whose auto-name resolved to nothing (date always
+		// renders, so this is unreachable in practice) keeps the legacy
+		// counter as a defensive fallback.
+		return nextDraftName(existing, lang), nil
+	}
+	// Project-less draft (t-paliad-243): date-first name as well
+	// (t-paliad-356 Slice 2, PRD §6) — "<date> <keyword>", keyword being the
+	// document type resolved from submission_code, or an "Entwurf"/"Draft"
+	// fallback when the code has no published filing rule.
+	auto, err := s.autoNameForNonProject(ctx, time.Now(), submissionCode, lang, overrides, firm)
+	if err != nil {
+		return "", err
+	}
+	return uniqueDraftName(auto, existing), nil
+}
+
+// autoNameForNonProject builds the date-first title for a project-less draft.
+// It resolves the keyword (document type) from the submission_code via the
+// catalog — which is project-independent because submission_code → name is a
+// function across the published filing rules — and falls back to the
+// localized "Entwurf"/"Draft" word when the code has no matching rule. The
+// identity trio is absent (no project), so the title degrades to
+// "<date> <keyword>".
+func (s *SubmissionDraftService) autoNameForNonProject(ctx context.Context, now time.Time, submissionCode, lang string, overrides, firm NameCompositionSpec) (string, error) {
+	keyword, err := s.keywordForSubmissionCode(ctx, submissionCode, lang)
+	if err != nil {
+		return "", err
+	}
+	if strings.TrimSpace(keyword) == "" {
+		keyword = draftWord(lang)
+	}
+	return renderSubmissionDraftTitle(overrides, firm, now, "", nil, nil, nil, keyword), nil
+}
+
+// keywordForSubmissionCode resolves the document-type label for a
+// submission_code, lang-aware, without needing a project. submission_code is
+// a globally-unique key for a published filing rule (the code encodes the
+// proceeding, e.g. de.inf.lg.erwidg → "Klageerwiderung"), so a project-free
+// LIMIT 1 lookup is deterministic. Returns "" (no error) when the code has no
+// active published filing rule — the caller then uses the "Entwurf"/"Draft"
+// fallback.
+func (s *SubmissionDraftService) keywordForSubmissionCode(ctx context.Context, submissionCode, lang string) (string, error) {
+	code := strings.TrimSpace(submissionCode)
+	if code == "" {
+		return "", nil
+	}
+	var row struct {
+		Name   string `db:"name"`
+		NameEN string `db:"name_en"`
+	}
+	err := s.db.GetContext(ctx, &row,
+		`SELECT dr.name AS name, COALESCE(dr.name_en, '') AS name_en
+		   FROM paliad.deadline_rules_unified dr
+		  WHERE dr.submission_code = $1
+		    AND dr.is_active = true
+		    AND dr.lifecycle_state = 'published'
+		    AND dr.event_type = 'filing'
+		  ORDER BY dr.sequence_order ASC
+		  LIMIT 1`, code)
+	if errors.Is(err, sql.ErrNoRows) {
+		return "", nil
+	}
+	if err != nil {
+		return "", fmt.Errorf("auto-name: resolve keyword for %q: %w", code, err)
+	}
+	if strings.EqualFold(lang, "en") && strings.TrimSpace(row.NameEN) != "" {
+		return strings.TrimSpace(row.NameEN), nil
+	}
+	return strings.TrimSpace(row.Name), nil
+}
+
+// UserNameCompositions loads a user's per-user name-composition overrides
+// (Slice 3), sanitised for read. Empty when the user has none. Exposed so the
+// download handlers can apply the filename override and the settings API
+// (Slice 4) can read the current value.
+func (s *SubmissionDraftService) UserNameCompositions(ctx context.Context, userID uuid.UUID) (NameCompositionSpec, error) {
+	return getUserNameCompositions(ctx, s.db, userID)
+}
+
+// SetUserNameCompositions validates and persists a user's full
+// name-composition override map. The single write path — used by the
+// settings API (Slice 4) and the Slice-3 live tests.
+func (s *SubmissionDraftService) SetUserNameCompositions(ctx context.Context, userID uuid.UUID, spec NameCompositionSpec) error {
+	return setUserNameCompositions(ctx, s.db, userID, spec)
+}
+
+// autoNameForProject resolves the three identity segments for a
+// project-bound draft and hands them to the pure AutoSubmissionTitle
+// assembler. The client is the root ancestor of the project tree (the
+// 'client' node), the proceeding type and our_side come off the draft's
+// own project node, and the parties hang directly off it.
+//
+// A failure to resolve the client / proceeding type is not fatal —
+// AutoSubmissionTitle just omits the empty segment — so the only errors
+// returned here are genuine DB faults.
+func (s *SubmissionDraftService) autoNameForProject(ctx context.Context, now time.Time, project *models.Project, overrides, firm NameCompositionSpec) (string, error) {
+	clientName, err := s.clientNameForProject(ctx, project.ID)
+	if err != nil {
+		return "", err
+	}
+
+	pt, err := s.vars.loadProceedingType(ctx, project.ProceedingTypeID)
+	if err != nil {
+		return "", err
+	}
+
+	var parties []models.Party
+	if err := s.db.SelectContext(ctx, &parties,
+		`SELECT id, project_id, name, role, representative, contact_info,
+		        created_at, updated_at
+		   FROM paliad.parties
+		  WHERE project_id = $1
+		  ORDER BY name`, project.ID); err != nil {
+		return "", fmt.Errorf("auto-name: load parties: %w", err)
+	}
+
+	return renderSubmissionDraftTitle(overrides, firm, now, clientName, project, parties, pt, ""), nil
+}
+
+// clientNameForProject returns the title of the 'client' ancestor in
+// the project's path (the firm's mandant). Empty string when the tree
+// has no client node — the auto-name then omits the client segment.
+func (s *SubmissionDraftService) clientNameForProject(ctx context.Context, projectID uuid.UUID) (string, error) {
+	var title string
+	err := s.db.GetContext(ctx, &title,
+		`SELECT p.title
+		   FROM paliad.projects target
+		   JOIN paliad.projects p
+		     ON p.id = ANY(string_to_array(target.path, '.')::uuid[])
+		  WHERE target.id = $1 AND p.type = 'client'
+		  LIMIT 1`, projectID)
+	if errors.Is(err, sql.ErrNoRows) {
+		return "", nil
+	}
+	if err != nil {
+		return "", fmt.Errorf("auto-name: resolve client name: %w", err)
+	}
+	return title, nil
+}
+
+// existingDraftNames returns the names already in use for the
+// (project, submission_code, user) slot. A nil projectID scopes to the
+// user's project-less drafts for this submission_code — matching the
+// DB unique contract (project_id, submission_code, user_id, name) where
+// project_id IS NULL is its own equivalence class.
+func (s *SubmissionDraftService) existingDraftNames(ctx context.Context, projectID *uuid.UUID, submissionCode string, userID uuid.UUID) ([]string, error) {
 	var names []string
 	var err error
 	if projectID == nil {
@@ -446,16 +636,55 @@ func (s *SubmissionDraftService) nextDraftName(ctx context.Context, projectID *u
 			*projectID, submissionCode, userID)
 	}
 	if err != nil {
-		return "", fmt.Errorf("scan existing draft names: %w", err)
+		return nil, fmt.Errorf("scan existing draft names: %w", err)
 	}
+	return names, nil
+}
+
+// nextDraftName returns "Entwurf N" / "Draft N" with N = (highest
+// existing N + 1), or N=1 if no draft yet. Falls back to a unique
+// suffix if two callers race; the unique constraint on the table is
+// the final guard. Pure over the supplied name list.
+func nextDraftName(existing []string, lang string) string {
+	prefix := draftWord(lang)
 	highest := 0
-	for _, n := range names {
+	for _, n := range existing {
 		var idx int
 		if _, scanErr := fmt.Sscanf(n, prefix+" %d", &idx); scanErr == nil && idx > highest {
 			highest = idx
 		}
 	}
-	return fmt.Sprintf("%s %d", prefix, highest+1), nil
+	return fmt.Sprintf("%s %d", prefix, highest+1)
+}
+
+// draftWord is the localized noun for an unnamed draft: "Draft" for English,
+// "Entwurf" otherwise. Shared by nextDraftName (the legacy counter) and the
+// non-project date-first fallback (Slice 2).
+func draftWord(lang string) string {
+	if strings.EqualFold(lang, "en") {
+		return "Draft"
+	}
+	return "Entwurf"
+}
+
+// uniqueDraftName returns base unchanged when it's free, otherwise
+// appends " (N)" with the lowest N≥2 that isn't taken. Mirrors the
+// "race → unique constraint is the final guard" contract of
+// nextDraftName; pure over the supplied name list.
+func uniqueDraftName(base string, existing []string) string {
+	taken := make(map[string]struct{}, len(existing))
+	for _, n := range existing {
+		taken[n] = struct{}{}
+	}
+	if _, clash := taken[base]; !clash {
+		return base
+	}
+	for i := 2; ; i++ {
+		cand := fmt.Sprintf("%s (%d)", base, i)
+		if _, clash := taken[cand]; !clash {
+			return cand
+		}
+	}
 }
 
 // Update patches the draft. Variables is replace-semantics — pass the
@@ -567,6 +796,40 @@ func (s *SubmissionDraftService) Update(ctx context.Context, userID, draftID uui
 		idx++
 	}
 
+	if patch.TemplateVersionID != nil {
+		newTV := *patch.TemplateVersionID // *uuid.UUID — nil means clear
+		// Existence is enforced by the FK + validated at the handler via
+		// TemplateStore.GetVersion (clean 404); here we just set it.
+		setParts = append(setParts, fmt.Sprintf("template_version_id = $%d", idx))
+		args = append(args, newTV)
+		idx++
+	}
+
+	if patch.FilenameKeyword != nil {
+		// Per-document value override, now under the general
+		// composer_meta.name_overrides.{var:value} shape (Slice 3, PRD §3.1);
+		// the keyword lives at name_overrides.keyword. Targeted jsonb edits so
+		// other composer_meta keys survive. An empty override removes the key,
+		// restoring the auto-derived rule name. Legacy composer_meta.
+		// filename_keyword rows are still honoured on read (back-compat).
+		kw := strings.TrimSpace(*patch.FilenameKeyword)
+		if kw == "" {
+			// Drop both the new and the legacy key so a clear always clears.
+			setParts = append(setParts,
+				"composer_meta = (coalesce(composer_meta, '{}'::jsonb) #- '{name_overrides,keyword}') - 'filename_keyword'")
+		} else {
+			// jsonb_set won't create a missing parent, so ensure
+			// name_overrides exists (preserving any sibling overrides) before
+			// setting the keyword leaf.
+			setParts = append(setParts,
+				fmt.Sprintf("composer_meta = jsonb_set("+
+					"jsonb_set(coalesce(composer_meta, '{}'::jsonb), '{name_overrides}', coalesce(composer_meta->'name_overrides', '{}'::jsonb), true), "+
+					"'{name_overrides,keyword}', to_jsonb($%d::text), true)", idx))
+			args = append(args, kw)
+			idx++
+		}
+	}
+
 	if len(setParts) == 0 {
 		return existing, nil
 	}
@@ -878,7 +1141,6 @@ func normalizeDraftLanguage(lang string) string {
 	return "de"
 }
 
-
 // Compile-time guard: ensure the *models.User reference in the import
 // graph doesn't get optimised away by linters. The service doesn't
 // dereference User directly — that happens in SubmissionVarsService —

internal/services/submission_draft_template_live_test.go

@@ -0,0 +1,184 @@
+package services
+
+// Live-DB test for generation-on-uploaded-templates (t-paliad-349 slice 7).
+// Skipped without TEST_DATABASE_URL. Verifies the shipped draft-service
+// change end-to-end against real Postgres:
+//   1. submission_drafts.template_version_id round-trips through
+//      Update → Get (the column-sync + patch path), and clears to NULL.
+//   2. An uploaded template's carrier renders via the v1 Export path:
+//      {{firm.name}} in the carrier substitutes to the branding name.
+//
+// This is the verification the head greenlit (option C) before the
+// shipped-code change is committed.
+
+import (
+	"archive/zip"
+	"bytes"
+	"context"
+	"io"
+	"os"
+	"strings"
+	"testing"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/db"
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+)
+
+func TestSubmissionDraft_TemplateVersionPin(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+	ctx := context.Background()
+
+	userID := uuid.New()
+	email := "tplpin-" + userID.String()[:8] + "@hlc.com"
+	cleanup := func() {
+		pool.ExecContext(ctx, `DELETE FROM paliad.submission_drafts WHERE user_id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM paliad.templates WHERE created_by = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM paliad.users WHERE id = $1`, userID)
+		pool.ExecContext(ctx, `DELETE FROM auth.users WHERE id = $1`, userID)
+	}
+	cleanup()
+	defer cleanup()
+	if _, err := pool.ExecContext(ctx, `INSERT INTO auth.users (id, email) VALUES ($1, $2)`, userID, email); err != nil {
+		t.Fatalf("seed auth.users: %v", err)
+	}
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.users (id, email, display_name, office, global_role, lang)
+		 VALUES ($1, $2, 'Tpl Pin', 'munich', 'standard', 'de')`, userID, email); err != nil {
+		t.Fatalf("seed paliad.users: %v", err)
+	}
+
+	users := NewUserService(pool)
+	projects := NewProjectService(pool, users)
+	parties := NewPartyService(pool, projects)
+	vars := NewSubmissionVarsService(pool, projects, parties, users)
+	renderer := NewSubmissionRenderer()
+	drafts := NewSubmissionDraftService(pool, projects, vars, renderer)
+	store := NewPgTemplateStore(pool)
+
+	// Uploaded template whose carrier carries a {{firm.name}} slot.
+	carrier := minimalDocxWithBody(t, `<w:p><w:r><w:t>Von {{firm.name}}</w:t></w:r></w:p>`)
+	tmpl, err := store.Create(ctx,
+		docforge.TemplateMetaInput{NameDE: "Pin-Test", NameEN: "Pin test", CreatedBy: userID.String()},
+		docforge.TemplateVersionInput{CarrierBytes: carrier, CreatedBy: userID.String()})
+	if err != nil {
+		t.Fatalf("store.Create: %v", err)
+	}
+	if tmpl.VersionID == "" {
+		t.Fatalf("template VersionID empty — generation can't pin it")
+	}
+	versionID := uuid.MustParse(tmpl.VersionID)
+
+	// Project-less draft on a code that has a published rule (so Build
+	// resolves). No composer attached → plain draft.
+	d, err := drafts.Create(ctx, userID, nil, "de.inf.lg.erwidg", "de")
+	if err != nil {
+		t.Fatalf("drafts.Create: %v", err)
+	}
+	if d.TemplateVersionID != nil {
+		t.Errorf("fresh draft has a template pin: %v", d.TemplateVersionID)
+	}
+
+	// --- Pin the version via Update, read it back via Get.
+	pin := &versionID
+	if _, err := drafts.Update(ctx, userID, d.ID, DraftPatch{TemplateVersionID: &pin}); err != nil {
+		t.Fatalf("Update(pin): %v", err)
+	}
+	got, err := drafts.Get(ctx, userID, d.ID)
+	if err != nil {
+		t.Fatalf("Get after pin: %v", err)
+	}
+	if got.TemplateVersionID == nil || *got.TemplateVersionID != versionID {
+		t.Fatalf("pinned template_version_id = %v; want %s", got.TemplateVersionID, versionID)
+	}
+
+	// --- The uploaded carrier renders via Export: {{firm.name}} → "HLC".
+	out, _, err := drafts.Export(ctx, got, carrier)
+	if err != nil {
+		t.Fatalf("Export: %v", err)
+	}
+	doc := unzipDocumentXML(t, out)
+	if strings.Contains(doc, "{{firm.name}}") {
+		t.Errorf("placeholder not substituted; doc=%s", doc)
+	}
+	if !strings.Contains(doc, "HLC") {
+		t.Errorf("firm.name did not resolve to HLC; doc=%s", doc)
+	}
+
+	// --- Clearing the pin sets it back to NULL.
+	var nilPin *uuid.UUID
+	if _, err := drafts.Update(ctx, userID, d.ID, DraftPatch{TemplateVersionID: &nilPin}); err != nil {
+		t.Fatalf("Update(clear): %v", err)
+	}
+	cleared, err := drafts.Get(ctx, userID, d.ID)
+	if err != nil {
+		t.Fatalf("Get after clear: %v", err)
+	}
+	if cleared.TemplateVersionID != nil {
+		t.Errorf("template_version_id = %v after clear; want nil", cleared.TemplateVersionID)
+	}
+}
+
+// minimalDocxWithBody builds a tiny valid .docx (zip) whose document.xml
+// body is the given inner XML.
+func minimalDocxWithBody(t *testing.T, inner string) []byte {
+	t.Helper()
+	var buf bytes.Buffer
+	zw := zip.NewWriter(&buf)
+	add := func(name, body string) {
+		w, err := zw.Create(name)
+		if err != nil {
+			t.Fatalf("zip create %s: %v", name, err)
+		}
+		if _, err := io.WriteString(w, body); err != nil {
+			t.Fatalf("zip write %s: %v", name, err)
+		}
+	}
+	add("[Content_Types].xml",
+		`<?xml version="1.0"?><Types xmlns="http://schemas.openxmlformats.org/package/2006/content-types">`+
+			`<Override PartName="/word/document.xml" ContentType="application/vnd.openxmlformats-officedocument.wordprocessingml.document.main+xml"/></Types>`)
+	add("word/document.xml",
+		`<?xml version="1.0" encoding="UTF-8" standalone="yes"?>`+
+			`<w:document xmlns:w="http://schemas.openxmlformats.org/wordprocessingml/2006/main">`+
+			`<w:body>`+inner+`</w:body></w:document>`)
+	if err := zw.Close(); err != nil {
+		t.Fatalf("zip close: %v", err)
+	}
+	return buf.Bytes()
+}
+
+func unzipDocumentXML(t *testing.T, b []byte) string {
+	t.Helper()
+	zr, err := zip.NewReader(bytes.NewReader(b), int64(len(b)))
+	if err != nil {
+		t.Fatalf("open zip: %v", err)
+	}
+	for _, f := range zr.File {
+		if f.Name != "word/document.xml" {
+			continue
+		}
+		rc, err := f.Open()
+		if err != nil {
+			t.Fatalf("open document.xml: %v", err)
+		}
+		defer rc.Close()
+		data, _ := io.ReadAll(rc)
+		return string(data)
+	}
+	t.Fatal("document.xml not found in output")
+	return ""
+}

internal/services/submission_md.go

@@ -1,503 +0,0 @@
-package services
-
-// Markdown → OOXML walker for Composer section content (t-paliad-313
-// Slice B, design doc §9.2).
-//
-// Scope per the head's Slice B brief: paragraphs + inline bold/italic
-// only. Headings, lists, blockquote, links land in Slice D's rich-prose
-// pass. This walker is intentionally minimal — every Markdown construct
-// it doesn't recognise is rendered as a plain paragraph so the lawyer's
-// prose round-trips losslessly even when they hit Markdown the walker
-// doesn't yet understand.
-//
-// The output uses the base's stylemap.paragraph entry for the
-// <w:pStyle> on each paragraph so the styling matches the base's
-// typography (HLpat-Body-B0 on the HLC base, Normal on the neutral
-// base, etc.).
-//
-// Placeholders ({{path.dot.notation}}) are preserved verbatim — they
-// pass through the walker untouched and get substituted by the v1
-// SubmissionRenderer's placeholder pass after the composer assembly.
-//
-// Grammar supported:
-//
-//   - Blank line          → paragraph break
-//   - `**bold**`          → <w:r><w:rPr><w:b/></w:rPr><w:t>…</w:t></w:r>
-//   - `*italic*` or `_italic_` → <w:r><w:rPr><w:i/></w:rPr>…</w:r>
-//   - Otherwise           → plain text run
-
-import (
-	"fmt"
-	"strings"
-)
-
-// HyperlinkAllocator hands the walker a `rId` for each external URL
-// it encounters in `[label](url)` inline links. The composer's
-// post-pass uses these allocations to mutate
-// `word/_rels/document.xml.rels` so the emitted `<w:hyperlink
-// r:id="…">` elements resolve correctly. Pass nil to drop links to
-// plain text (the label survives, the URL doesn't render).
-//
-// t-paliad-316 Slice D.
-type HyperlinkAllocator func(url string) string
-
-// RenderMarkdownToOOXML renders the given Markdown source into OOXML
-// paragraph elements (`<w:p>…</w:p>`), suitable for splicing into a
-// .docx body. Each paragraph carries `<w:pStyle w:val="<paragraphStyle>"/>`
-// when paragraphStyle is non-empty.
-//
-// Slice B shipped paragraphs + bold/italic. Slice D extends to
-// headings (h1/h2/h3), bullet/numbered lists, blockquote, and inline
-// hyperlinks via the optional HyperlinkAllocator.
-//
-// stylemap supplies the paragraph-style names for each kind:
-//   stylemap["paragraph"]      — default body
-//   stylemap["heading_1/2/3"]  — heading levels
-//   stylemap["list_bullet"]    — bullet list paragraph style
-//   stylemap["list_numbered"]  — numbered list paragraph style
-//   stylemap["blockquote"]     — blockquote
-// Missing entries fall back to the "paragraph" style.
-//
-// Empty input renders one empty paragraph so the splice site is
-// well-formed even when the lawyer hasn't typed anything in this
-// section.
-func RenderMarkdownToOOXML(md, paragraphStyle string) string {
-	return RenderMarkdownToOOXMLWithStyles(md, map[string]string{"paragraph": paragraphStyle}, nil)
-}
-
-// RenderMarkdownToOOXMLWithStyles is the full Slice-D-aware entry
-// point. Slice B's RenderMarkdownToOOXML is a wrapper for back-compat.
-func RenderMarkdownToOOXMLWithStyles(md string, stylemap map[string]string, links HyperlinkAllocator) string {
-	defaultStyle := stylemap["paragraph"]
-	if md == "" {
-		return emptyParagraph(defaultStyle)
-	}
-	blocks := splitMarkdownBlocks(md)
-	if len(blocks) == 0 {
-		return emptyParagraph(defaultStyle)
-	}
-	// Numbered-list counter resets on every non-numbered block so
-	// "1. A\n2. B\n\n1. C" renders as 1./2./1. (the lawyer's input
-	// determined the ordinal, the walker just renders).
-	numberedCounter := 0
-	var b strings.Builder
-	for _, blk := range blocks {
-		style := stylemap[blk.styleKey]
-		if style == "" {
-			style = defaultStyle
-		}
-		if blk.styleKey == "list_numbered" {
-			numberedCounter++
-		} else {
-			numberedCounter = 0
-		}
-		b.WriteString(renderBlockParagraph(blk, style, links, numberedCounter))
-	}
-	return b.String()
-}
-
-// mdBlock is one rendered paragraph: a kind (paragraph / heading_*
-// / list_bullet / list_numbered / blockquote) and the inline content
-// text. List markers, heading hashes, blockquote `> ` etc. are
-// stripped from the text before storage.
-type mdBlock struct {
-	styleKey string // "paragraph" | "heading_1" | "heading_2" | "heading_3" | "list_bullet" | "list_numbered" | "blockquote"
-	text     string
-}
-
-// splitMarkdownBlocks parses the source into a sequence of blocks,
-// detecting heading / list / blockquote prefixes line-by-line. Blank
-// lines split paragraph runs (same semantics as splitMarkdownParagraphs)
-// but each line is also tagged with its block kind.
-//
-// Lines that look like block markers don't merge with their neighbours
-// even across blank lines — every list / heading / blockquote line is
-// its own block in the output. A run of unmarked lines collapses into
-// one "paragraph" block (so soft line breaks inside a paragraph still
-// concatenate).
-//
-// CRLF normalised to LF before parsing.
-func splitMarkdownBlocks(md string) []mdBlock {
-	normalised := strings.ReplaceAll(md, "\r\n", "\n")
-	lines := strings.Split(normalised, "\n")
-	var blocks []mdBlock
-	var pendingPara []string
-	blankRun := 0
-
-	flushPara := func() {
-		if len(pendingPara) > 0 {
-			blocks = append(blocks, mdBlock{styleKey: "paragraph", text: strings.Join(pendingPara, "\n")})
-			pendingPara = nil
-		}
-	}
-
-	for _, raw := range lines {
-		line := raw
-		if strings.TrimSpace(line) == "" {
-			if len(pendingPara) > 0 {
-				flushPara()
-				blankRun = 1
-				continue
-			}
-			blankRun++
-			continue
-		}
-		// Detect heading / list / blockquote markers BEFORE we accumulate
-		// into the paragraph buffer.
-		kind, payload, ok := detectBlockMarker(line)
-		if ok {
-			flushPara()
-			// Emit spacing paragraphs equivalent to (blankRun - 1) extra.
-			for i := 1; i < blankRun; i++ {
-				blocks = append(blocks, mdBlock{styleKey: "paragraph", text: ""})
-			}
-			blankRun = 0
-			blocks = append(blocks, mdBlock{styleKey: kind, text: payload})
-			continue
-		}
-		// Plain paragraph line.
-		if len(pendingPara) == 0 {
-			// Starting a new paragraph after a blank run — emit
-			// (blankRun-1) extra empty paragraphs for vertical spacing.
-			for i := 1; i < blankRun; i++ {
-				blocks = append(blocks, mdBlock{styleKey: "paragraph", text: ""})
-			}
-		}
-		blankRun = 0
-		pendingPara = append(pendingPara, line)
-	}
-	flushPara()
-	return blocks
-}
-
-// detectBlockMarker classifies a single line. Returns (styleKey,
-// payload-with-marker-stripped, true) for recognised markers; false
-// for plain paragraph lines.
-//
-// Recognised markers (Slice D):
-//   # Heading       → heading_1
-//   ## Heading      → heading_2
-//   ### Heading     → heading_3
-//   - item / * item → list_bullet
-//   1. item / 2. item ... → list_numbered (any positive integer)
-//   > quote         → blockquote
-//
-// Leading whitespace inside the line is tolerated up to 3 spaces (per
-// CommonMark) so the lawyer's contentEditable indentation doesn't
-// hide the marker.
-func detectBlockMarker(line string) (string, string, bool) {
-	trimmed := strings.TrimLeft(line, " ")
-	// Cap to 3 spaces of leading indent — beyond that, treat as a
-	// regular paragraph line (matches CommonMark).
-	if len(line)-len(trimmed) > 3 {
-		return "", "", false
-	}
-	if strings.HasPrefix(trimmed, "### ") {
-		return "heading_3", strings.TrimSpace(trimmed[4:]), true
-	}
-	if strings.HasPrefix(trimmed, "## ") {
-		return "heading_2", strings.TrimSpace(trimmed[3:]), true
-	}
-	if strings.HasPrefix(trimmed, "# ") {
-		return "heading_1", strings.TrimSpace(trimmed[2:]), true
-	}
-	if strings.HasPrefix(trimmed, "> ") {
-		return "blockquote", strings.TrimSpace(trimmed[2:]), true
-	}
-	if strings.HasPrefix(trimmed, "- ") || strings.HasPrefix(trimmed, "* ") {
-		return "list_bullet", strings.TrimSpace(trimmed[2:]), true
-	}
-	// Numbered: "N. " where N is one or more digits.
-	if i := indexOfNumberedMarker(trimmed); i > 0 {
-		return "list_numbered", strings.TrimSpace(trimmed[i:]), true
-	}
-	return "", "", false
-}
-
-// indexOfNumberedMarker checks for "N. " or "N) " at the start of the
-// trimmed line; returns the byte index just past the marker, or -1 if
-// no marker present.
-func indexOfNumberedMarker(s string) int {
-	i := 0
-	for i < len(s) && s[i] >= '0' && s[i] <= '9' {
-		i++
-	}
-	if i == 0 {
-		return -1
-	}
-	if i >= len(s) {
-		return -1
-	}
-	if s[i] != '.' && s[i] != ')' {
-		return -1
-	}
-	if i+1 >= len(s) || s[i+1] != ' ' {
-		return -1
-	}
-	return i + 2
-}
-
-// renderBlockParagraph emits one `<w:p>` for a block. List blocks
-// keep the same paragraph style as a default paragraph (the Slice D
-// design's contract — list styles come from the base's stylemap and
-// Word's numbering.xml is honoured by adding a leading bullet/number
-// prefix in the rendered text). This keeps the composer free of
-// numbering.xml mutations.
-func renderBlockParagraph(blk mdBlock, paragraphStyle string, links HyperlinkAllocator, numberedOrdinal int) string {
-	var b strings.Builder
-	b.WriteString(`<w:p>`)
-	if paragraphStyle != "" {
-		b.WriteString(`<w:pPr><w:pStyle w:val="`)
-		b.WriteString(xmlAttrEscape(paragraphStyle))
-		b.WriteString(`"/></w:pPr>`)
-	}
-	if blk.text == "" {
-		b.WriteString(`<w:r><w:t xml:space="preserve"></w:t></w:r>`)
-		b.WriteString(`</w:p>`)
-		return b.String()
-	}
-	text := blk.text
-	// List blocks emit a visible "• " / "N. " prefix run. The
-	// stylemap entry handles paragraph indentation if the base
-	// defines a list paragraph style; otherwise the prefix at least
-	// surfaces the structure in plain Word. Lawyers who want Word's
-	// auto-numbering reapply a list style post-export.
-	switch blk.styleKey {
-	case "list_bullet":
-		b.WriteString(`<w:r><w:t xml:space="preserve">• </w:t></w:r>`)
-	case "list_numbered":
-		ordinal := numberedOrdinal
-		if ordinal <= 0 {
-			ordinal = 1
-		}
-		b.WriteString(`<w:r><w:t xml:space="preserve">`)
-		b.WriteString(fmt.Sprintf("%d. ", ordinal))
-		b.WriteString(`</w:t></w:r>`)
-	}
-	for _, run := range parseInlineRuns(text, links) {
-		b.WriteString(run)
-	}
-	b.WriteString(`</w:p>`)
-	return b.String()
-}
-
-// parseInlineRuns extracts inline spans + hyperlink runs and serialises
-// each to OOXML. Hyperlinks become `<w:hyperlink r:id="RID">…runs…</w:hyperlink>`
-// where RID comes from the HyperlinkAllocator.
-func parseInlineRuns(text string, links HyperlinkAllocator) []string {
-	// Phase 1: find all hyperlink spans `[label](url)` and split the
-	// text around them.
-	type segment struct {
-		text   string
-		isLink bool
-		url    string
-	}
-	var segs []segment
-	rest := text
-	for {
-		idx := strings.Index(rest, "[")
-		if idx < 0 {
-			if rest != "" {
-				segs = append(segs, segment{text: rest})
-			}
-			break
-		}
-		// Find matching closing bracket, then a "(" right after.
-		closeBracket := strings.Index(rest[idx:], "](")
-		if closeBracket < 0 {
-			segs = append(segs, segment{text: rest})
-			break
-		}
-		closeParen := strings.Index(rest[idx+closeBracket:], ")")
-		if closeParen < 0 {
-			segs = append(segs, segment{text: rest})
-			break
-		}
-		// idx                    = start of "["
-		// idx+closeBracket       = position of "]"
-		// idx+closeBracket+1     = position of "("
-		// idx+closeBracket+closeParen = position of ")"
-		label := rest[idx+1 : idx+closeBracket]
-		url := rest[idx+closeBracket+2 : idx+closeBracket+closeParen]
-		if idx > 0 {
-			segs = append(segs, segment{text: rest[:idx]})
-		}
-		segs = append(segs, segment{text: label, isLink: true, url: url})
-		rest = rest[idx+closeBracket+closeParen+1:]
-	}
-
-	var runs []string
-	for _, seg := range segs {
-		if seg.isLink && links != nil {
-			rid := links(seg.url)
-			if rid != "" {
-				var hb strings.Builder
-				hb.WriteString(`<w:hyperlink r:id="`)
-				hb.WriteString(xmlAttrEscape(rid))
-				hb.WriteString(`">`)
-				for _, span := range parseInlineSpans(seg.text) {
-					hb.WriteString(renderRunWithLinkStyle(span))
-				}
-				hb.WriteString(`</w:hyperlink>`)
-				runs = append(runs, hb.String())
-				continue
-			}
-		}
-		for _, span := range parseInlineSpans(seg.text) {
-			runs = append(runs, renderRun(span))
-		}
-	}
-	return runs
-}
-
-// renderRunWithLinkStyle emits a hyperlink child run. Same B/I support
-// as renderRun, but additionally tags the run with the "Hyperlink"
-// character style (Word's built-in) so the link renders in the
-// document's hyperlink colour + underline.
-func renderRunWithLinkStyle(span inlineSpan) string {
-	var b strings.Builder
-	b.WriteString(`<w:r><w:rPr><w:rStyle w:val="Hyperlink"/>`)
-	if span.Bold {
-		b.WriteString(`<w:b/>`)
-	}
-	if span.Italic {
-		b.WriteString(`<w:i/>`)
-	}
-	b.WriteString(`</w:rPr><w:t xml:space="preserve">`)
-	b.WriteString(xmlTextEscape(span.Text))
-	b.WriteString(`</w:t></w:r>`)
-	return b.String()
-}
-
-// inlineSpan is one piece of inline content: a text payload plus
-// formatting flags. Bold and italic are independent — `***both***`
-// produces one span with both flags set.
-type inlineSpan struct {
-	Text   string
-	Bold   bool
-	Italic bool
-}
-
-// parseInlineSpans tokenises Markdown inline formatting into runs of
-// (text, bold, italic). The grammar is intentionally narrow:
-//
-//   - `**…**` → bold
-//   - `__…__` → bold (Markdown alternate)
-//   - `*…*`   → italic
-//   - `_…_`   → italic (Markdown alternate)
-//   - Anything else flows through as plain text.
-//
-// Unbalanced delimiters fall through as literal characters — the
-// walker never errors on malformed Markdown. Nested formatting (e.g.
-// `**bold *bold-italic* bold**`) toggles flags as it walks.
-func parseInlineSpans(text string) []inlineSpan {
-	var out []inlineSpan
-	var cur strings.Builder
-	bold := false
-	italic := false
-	flush := func() {
-		if cur.Len() == 0 {
-			return
-		}
-		out = append(out, inlineSpan{Text: cur.String(), Bold: bold, Italic: italic})
-		cur.Reset()
-	}
-	i := 0
-	n := len(text)
-	for i < n {
-		// Preserve {{...}} placeholders verbatim. Underscores and
-		// other Markdown-significant chars inside a placeholder key
-		// (e.g. {{project.case_number}}) must not be interpreted as
-		// bold/italic delimiters — otherwise the key gets stripped of
-		// its underscores and the v1 placeholder pass looks up the
-		// wrong key, surfacing [KEIN WERT: project.casenumber] in the
-		// preview.
-		if i+1 < n && text[i] == '{' && text[i+1] == '{' {
-			rel := strings.Index(text[i+2:], "}}")
-			if rel >= 0 {
-				end := i + 2 + rel + 2
-				cur.WriteString(text[i:end])
-				i = end
-				continue
-			}
-			// Unmatched {{ — fall through to plain character handling.
-		}
-		// Bold delimiters first (longer match wins over italic).
-		if i+1 < n && (text[i:i+2] == "**" || text[i:i+2] == "__") {
-			flush()
-			bold = !bold
-			i += 2
-			continue
-		}
-		if text[i] == '*' || text[i] == '_' {
-			flush()
-			italic = !italic
-			i++
-			continue
-		}
-		cur.WriteByte(text[i])
-		i++
-	}
-	flush()
-	if len(out) == 0 {
-		out = append(out, inlineSpan{Text: ""})
-	}
-	return out
-}
-
-// renderRun emits one `<w:r>` element for an inline span. Empty text
-// spans render as empty runs (Word accepts them; they're harmless).
-func renderRun(span inlineSpan) string {
-	var b strings.Builder
-	b.WriteString(`<w:r>`)
-	if span.Bold || span.Italic {
-		b.WriteString(`<w:rPr>`)
-		if span.Bold {
-			b.WriteString(`<w:b/>`)
-		}
-		if span.Italic {
-			b.WriteString(`<w:i/>`)
-		}
-		b.WriteString(`</w:rPr>`)
-	}
-	b.WriteString(`<w:t xml:space="preserve">`)
-	b.WriteString(xmlTextEscape(span.Text))
-	b.WriteString(`</w:t></w:r>`)
-	return b.String()
-}
-
-// emptyParagraph returns one empty `<w:p>` with the given style. Used
-// when a section's content_md is empty so the splice site stays
-// well-formed.
-func emptyParagraph(paragraphStyle string) string {
-	var b strings.Builder
-	b.WriteString(`<w:p>`)
-	if paragraphStyle != "" {
-		b.WriteString(`<w:pPr><w:pStyle w:val="`)
-		b.WriteString(xmlAttrEscape(paragraphStyle))
-		b.WriteString(`"/></w:pPr>`)
-	}
-	b.WriteString(`<w:r><w:t xml:space="preserve"></w:t></w:r></w:p>`)
-	return b.String()
-}
-
-// xmlTextEscape escapes the five XML-significant characters for safe
-// insertion into <w:t> content. & first to avoid double-encoding.
-func xmlTextEscape(s string) string {
-	s = strings.ReplaceAll(s, "&", "&amp;")
-	s = strings.ReplaceAll(s, "<", "&lt;")
-	s = strings.ReplaceAll(s, ">", "&gt;")
-	// Quotes and apostrophes are legal inside element text content;
-	// no need to escape them here.
-	return s
-}
-
-// xmlAttrEscape escapes for safe insertion into an attribute value
-// (e.g. `<w:pStyle w:val="…"/>`).
-func xmlAttrEscape(s string) string {
-	s = strings.ReplaceAll(s, "&", "&amp;")
-	s = strings.ReplaceAll(s, "<", "&lt;")
-	s = strings.ReplaceAll(s, ">", "&gt;")
-	s = strings.ReplaceAll(s, `"`, "&quot;")
-	return s
-}

internal/services/submission_vars.go

@@ -47,6 +47,7 @@ import (
 
 	"mgit.msbls.de/m/paliad/internal/branding"
 	"mgit.msbls.de/m/paliad/internal/models"
+	"mgit.msbls.de/m/paliad/pkg/docforge"
 )
 
 // SubmissionVarsService assembles the placeholder map.
@@ -151,17 +152,20 @@ func (s *SubmissionVarsService) Build(ctx context.Context, in SubmissionVarsCont
 	if lang == "" {
 		lang = "de"
 	}
-	bag := PlaceholderMap{}
-	addFirmVars(bag)
-	addTodayVars(bag, time.Now())
-	addUserVars(bag, user)
-	addRuleVars(bag, rule, lang)
+	// firm / today / user / procedural_event apply to every render,
+	// project-bound or not. Each resolver wraps the matching addXxxVars
+	// builder (unchanged); ResolverSet.BuildBag runs them into one bag.
+	resolvers := []docforge.VariableResolver{
+		firmResolver{},
+		todayResolver{now: time.Now()},
+		userResolver{user: user},
+		proceduralEventResolver{rule: rule, lang: lang},
+	}
 
 	out := &SubmissionVarsResult{
-		Placeholders: bag,
-		User:         user,
-		Rule:         rule,
-		Lang:         lang,
+		User: user,
+		Rule: rule,
+		Lang: lang,
 	}
 
 	if in.ProjectID == nil {
@@ -169,6 +173,7 @@ func (s *SubmissionVarsService) Build(ctx context.Context, in SubmissionVarsCont
 		// deadline state to resolve. The lawyer's overrides will fill
 		// the placeholder map; missing keys render as
 		// [KEIN WERT: …] / [NO VALUE: …] in the preview.
+		out.Placeholders = docforge.NewResolverSet(resolvers...).BuildBag()
 		return out, nil
 	}
 
@@ -195,14 +200,18 @@ func (s *SubmissionVarsService) Build(ctx context.Context, in SubmissionVarsCont
 		return nil, err
 	}
 
-	addProjectVars(bag, project, pt, lang)
-	addPartyVars(bag, filterPartiesBySelection(parties, in.SelectedParties))
-	addDeadlineVars(bag, next, project, lang)
+	resolvers = append(resolvers,
+		projectResolver{project: project, pt: pt, lang: lang},
+		captionResolver{project: project, pt: pt, lang: lang},
+		partiesResolver{parties: filterPartiesBySelection(parties, in.SelectedParties)},
+		deadlineResolver{deadline: next, project: project, lang: lang},
+	)
 
 	out.Project = project
 	out.ProceedingType = pt
 	out.Parties = parties
 	out.NextDeadline = next
+	out.Placeholders = docforge.NewResolverSet(resolvers...).BuildBag()
 	return out, nil
 }
 
@@ -310,10 +319,19 @@ func (s *SubmissionVarsService) nextOpenDeadline(ctx context.Context, projectID,
 // addFirmVars populates the firm.* namespace.
 func addFirmVars(bag PlaceholderMap) {
 	bag["firm.name"] = branding.Name
-	// firm.signature_block is reserved for Phase 2; emit empty so
-	// templates that already reference it don't render the missing
-	// marker (less noisy for the lawyer).
-	bag["firm.signature_block"] = ""
+	// firm.signature_block is the firm identity line of a submission's
+	// signature block — the signature section seeds with
+	// {{firm.signature_block}} + {{user.display_name}} (the lawyer's name),
+	// so this carries the firm, not the person. It is firm-agnostic:
+	// derived from branding.Name so a FIRM_NAME redeploy or non-HLC
+	// deployment signs with the right firm (t-paliad-358 A-S1). It used to
+	// emit "" ("reserved for Phase 2"), which left every template that
+	// referenced it blank. A richer block (postal/contact address,
+	// professional designation such as "Rechtsanwälte/Patentanwälte") needs
+	// per-firm config paliad does not capture yet — deferred to the
+	// structured-data work (Option B); we do not guess legally-flavoured
+	// designations here.
+	bag["firm.signature_block"] = branding.Name
 }
 
 // addTodayVars populates today.* in both DE and EN long forms. ISO
@@ -360,6 +378,7 @@ func addProjectVars(bag PlaceholderMap, p *models.Project, pt *models.Proceeding
 	bag["project.matter_number"] = derefString(p.MatterNumber)
 	if pt != nil {
 		bag["project.proceeding.code"] = pt.Code
+		bag["project.proceeding.jurisdiction"] = derefString(pt.Jurisdiction)
 		if strings.EqualFold(lang, "en") {
 			bag["project.proceeding.name"] = pt.NameEN
 		} else {
@@ -370,6 +389,160 @@ func addProjectVars(bag PlaceholderMap, p *models.Project, pt *models.Proceeding
 	}
 }
 
+// addCaptionVars populates the caption.* namespace — the parametric pieces of
+// the case caption (Rubrum) shared by every render path (the merge fallback
+// skeleton, the per-code .docx templates, and the Composer caption seeds) so
+// the wording stays unified rather than diverging per path (t-paliad-358 A-S2).
+//
+// Each piece is offered in three forms, mirroring the project.proceeding.name
+// convention: a bare key resolved to the draft language, plus explicit _de /
+// _en variants (the bilingual .docx/seed surfaces reference the explicit
+// variant for the language they are written in).
+//
+// Parametrisation is driven by data the bag already has — no new schema:
+//   - designations (claimant/defendant) reuse the proceeding-type role-label
+//     overrides (Berufungskläger, Antragsteller (Nichtigkeit), Einsprechende(r),
+//     …; mig 137). Where a proceeding carries no override the caption falls back
+//     to the civil default Klägerin/Beklagte // Claimant/Defendant. This means
+//     DE appeal/nullity/cassation forums that lack role-label data today
+//     (de.inf.olg, de.inf.bgh, de.null.bpatg, de.null.bgh) render the generic
+//     designation — flagged for a lexy review + role-label backfill, NOT
+//     guessed here.
+//   - heading / subject are computed from the proceeding jurisdiction + the
+//     "nature" segment of the dotted code (inf / null / rev / opp / …). These
+//     are practitioner-convention wordings (German caption conventions are not
+//     in the youpc corpus) — flagged for lexy.
+//   - the court line is left as {{project.court}} (free text); forum-specific
+//     framing ("an das Landgericht …, … Kammer/Senat") needs chamber data we
+//     do not capture (Option B).
+//
+// our_side is intentionally NOT a driver: the caption designates BOTH parties
+// by their procedural role regardless of which side we act for; our_side has
+// its own prose keys (project.our_side_*).
+func addCaptionVars(bag PlaceholderMap, p *models.Project, pt *models.ProceedingType, lang string) {
+	c := resolveCaption(p, pt)
+
+	set := func(base, de, en string) {
+		bag["caption."+base+"_de"] = de
+		bag["caption."+base+"_en"] = en
+		if strings.EqualFold(lang, "en") {
+			bag["caption."+base] = en
+		} else {
+			bag["caption."+base] = de
+		}
+	}
+	set("heading", c.headingDE, c.headingEN)
+	set("claimant_designation", c.claimantDE, c.claimantEN)
+	set("defendant_designation", c.defendantDE, c.defendantEN)
+	set("versus", c.versusDE, c.versusEN)
+	set("subject", c.subjectDE, c.subjectEN)
+}
+
+// captionParts holds the resolved bilingual caption pieces.
+type captionParts struct {
+	headingDE, headingEN     string
+	claimantDE, claimantEN   string
+	defendantDE, defendantEN string
+	versusDE, versusEN       string
+	subjectDE, subjectEN     string
+}
+
+// resolveCaption computes the parametric caption pieces from the proceeding
+// type (jurisdiction + dotted code + role-label overrides). Pure function for
+// unit testing — no DB, no bag.
+func resolveCaption(p *models.Project, pt *models.ProceedingType) captionParts {
+	c := captionParts{
+		// Civil defaults — overridden below per forum / role-label data.
+		headingDE: "In der Sache", headingEN: "In the matter",
+		claimantDE: "Klägerin", claimantEN: "Claimant",
+		defendantDE: "Beklagte", defendantEN: "Defendant",
+		versusDE: "gegen", versusEN: "v.",
+		subjectDE: "Patentstreitsache", subjectEN: "patent matter",
+	}
+
+	var jurisdiction, nature string
+	if pt != nil {
+		jurisdiction = strings.ToUpper(derefString(pt.Jurisdiction))
+		nature = captionNature(pt.Code)
+	}
+
+	// Heading + subject by jurisdiction and proceeding nature.
+	switch {
+	case jurisdiction == "UPC":
+		c.headingDE, c.headingEN = "In der Sache", "In the matter"
+	case jurisdiction == "DE" && nature == "null":
+		c.headingDE, c.headingEN = "In der Patentnichtigkeitssache", "In the nullity matter"
+	case jurisdiction == "DE" && nature == "inf":
+		c.headingDE, c.headingEN = "In dem Rechtsstreit", "In the matter"
+	case nature == "opp": // EPA / DPMA opposition
+		c.headingDE, c.headingEN = "Im Einspruchsverfahren", "In the opposition proceedings"
+	}
+
+	switch nature {
+	case "inf":
+		c.subjectDE, c.subjectEN = "Patentverletzung", "patent infringement"
+	case "null", "rev":
+		c.subjectDE, c.subjectEN = "Nichtigkeit des Streitpatents", "revocation of the patent in suit"
+	case "opp":
+		c.subjectDE, c.subjectEN = "Einspruch gegen das Streitpatent", "opposition to the patent in suit"
+	}
+
+	// Designations — precedence: explicit proceeding role-label override >
+	// instance-derived (appeal/cassation) > civil default.
+	//
+	//  1. Role-label overrides (mig 137) capture the proceedings whose naming
+	//     diverges in a forum-specific way: upc.apl.unified (Berufungskläger),
+	//     upc.rev.cfi (Antragsteller (Nichtigkeit)), epa.opp.* (Einsprechende(r)
+	//     / Patentinhaber(in)). These are authoritative — use them verbatim.
+	//  2. Otherwise the procedural instance shifts the civil designation: an
+	//     appeal makes the parties Berufungskläger(in)/Berufungsbeklagte(r)
+	//     (Appellant/Respondent), a cassation Revisionskläger(in)/
+	//     Revisionsbeklagte(r). DE appeal/nullity forums (de.inf.olg,
+	//     de.null.bgh, …) carry no role-label override today, so this fills the
+	//     gap when project.instance_level is set.
+	//  3. Else the first-instance civil default (Klägerin/Beklagte // Claimant/
+	//     Defendant) already in c.
+	instance := ""
+	if p != nil {
+		instance = strings.ToLower(derefString(p.InstanceLevel))
+	}
+	switch instance {
+	case "appeal":
+		c.claimantDE, c.defendantDE = "Berufungskläger(in)", "Berufungsbeklagte(r)"
+		c.claimantEN, c.defendantEN = "Appellant", "Respondent"
+	case "cassation":
+		c.claimantDE, c.defendantDE = "Revisionskläger(in)", "Revisionsbeklagte(r)"
+		c.claimantEN, c.defendantEN = "Appellant", "Respondent"
+	}
+	if pt != nil {
+		if v := derefString(pt.RoleProactiveLabelDE); v != "" {
+			c.claimantDE = v
+		}
+		if v := derefString(pt.RoleProactiveLabelEN); v != "" {
+			c.claimantEN = v
+		}
+		if v := derefString(pt.RoleReactiveLabelDE); v != "" {
+			c.defendantDE = v
+		}
+		if v := derefString(pt.RoleReactiveLabelEN); v != "" {
+			c.defendantEN = v
+		}
+	}
+
+	return c
+}
+
+// captionNature returns the proceeding "nature" segment of a dotted proceeding
+// code (e.g. "de.inf.lg" → "inf", "upc.rev.cfi" → "rev", "epa.opp.opd" →
+// "opp", "de.null.bpatg" → "null"). Empty when the code has no second segment.
+func captionNature(code string) string {
+	parts := strings.Split(code, ".")
+	if len(parts) >= 2 {
+		return parts[1]
+	}
+	return ""
+}
+
 // addPartyVars populates the parties.* namespace from the (already
 // filtered) list of parties.
 //
@@ -404,11 +577,10 @@ func addProjectVars(bag PlaceholderMap, p *models.Project, pt *models.Proceeding
 func addPartyVars(bag PlaceholderMap, parties []models.Party) {
 	var claimants, defendants, others []models.Party
 	for i := range parties {
-		role := strings.ToLower(strings.TrimSpace(derefString(parties[i].Role)))
-		switch role {
-		case "claimant", "kläger", "klaeger", "klägerin", "klaegerin":
+		switch partyRoleBucket(parties[i].Role) {
+		case "claimant":
 			claimants = append(claimants, parties[i])
-		case "defendant", "beklagter", "beklagte":
+		case "defendant":
 			defendants = append(defendants, parties[i])
 		default:
 			others = append(others, parties[i])

internal/services/submission_vars_caption_test.go

@@ -0,0 +1,245 @@
+package services
+
+// Pins the parametric caption resolver (t-paliad-358 A-S2 + t-paliad-361
+// wording follow-up): heading / subject derive from jurisdiction + the
+// proceeding code's nature segment; designations reuse the proceeding
+// role-label overrides, fall back to instance-derived appeal/cassation
+// wording, then to the civil default.
+//
+// t-paliad-361 additions:
+//   - UPC appeal EN responding party is now "Respondent" (not "Appellee").
+//   - The four DE appeal/nullity proceedings (de.inf.olg, de.inf.bgh,
+//     de.null.bpatg, de.null.bgh) carry lexy-confirmed role-label overrides
+//     (mig 163), so their designations are correct even when
+//     project.instance_level is unset — pinned by the cases below that pass an
+//     empty Project but still expect the appeal/nullity wording.
+
+import (
+	"testing"
+
+	"mgit.msbls.de/m/paliad/internal/models"
+)
+
+func sp(s string) *string { return &s }
+
+func ptType(code, jurisdiction string) *models.ProceedingType {
+	return &models.ProceedingType{Code: code, Jurisdiction: sp(jurisdiction)}
+}
+
+// ptRoles builds a proceeding type carrying the mig-137/mig-163 role-label
+// overrides (the four-column bracketed-inclusive designations).
+func ptRoles(code, jurisdiction, proDE, reDE, proEN, reEN string) *models.ProceedingType {
+	return &models.ProceedingType{
+		Code: code, Jurisdiction: sp(jurisdiction),
+		RoleProactiveLabelDE: sp(proDE),
+		RoleReactiveLabelDE:  sp(reDE),
+		RoleProactiveLabelEN: sp(proEN),
+		RoleReactiveLabelEN:  sp(reEN),
+	}
+}
+
+func TestResolveCaption(t *testing.T) {
+	cases := []struct {
+		name        string
+		project     *models.Project
+		pt          *models.ProceedingType
+		wantHeadDE  string
+		wantClaimDE string
+		wantDefDE   string
+		wantSubjDE  string
+		wantClaimEN string
+		wantDefEN   string
+	}{
+		{
+			name:        "DE LG infringement → Rechtsstreit / Kläger-Beklagte / Patentverletzung",
+			project:     &models.Project{},
+			pt:          ptType("de.inf.lg", "DE"),
+			wantHeadDE:  "In dem Rechtsstreit",
+			wantClaimDE: "Klägerin",
+			wantDefDE:   "Beklagte",
+			wantSubjDE:  "Patentverletzung",
+			wantClaimEN: "Claimant",
+			wantDefEN:   "Defendant",
+		},
+		{
+			name:        "DE BPatG nullity (no role-label data) → civil default fallback",
+			project:     &models.Project{},
+			pt:          ptType("de.null.bpatg", "DE"),
+			wantHeadDE:  "In der Patentnichtigkeitssache",
+			wantClaimDE: "Klägerin",
+			wantDefDE:   "Beklagte",
+			wantSubjDE:  "Nichtigkeit des Streitpatents",
+			wantClaimEN: "Claimant",
+			wantDefEN:   "Defendant",
+		},
+		{
+			name:        "UPC infringement → In der Sache / civil default",
+			project:     &models.Project{},
+			pt:          ptType("upc.inf.cfi", "UPC"),
+			wantHeadDE:  "In der Sache",
+			wantClaimDE: "Klägerin",
+			wantDefDE:   "Beklagte",
+			wantSubjDE:  "Patentverletzung",
+			wantClaimEN: "Claimant",
+			wantDefEN:   "Defendant",
+		},
+		{
+			name:    "UPC revocation → role-label override (Antragsteller Nichtigkeit)",
+			project: &models.Project{},
+			pt: ptRoles("upc.rev.cfi", "UPC",
+				"Antragsteller (Nichtigkeit)", "Antragsgegner (Nichtigkeit)",
+				"Revocation claimant", "Revocation defendant"),
+			wantHeadDE:  "In der Sache",
+			wantClaimDE: "Antragsteller (Nichtigkeit)",
+			wantDefDE:   "Antragsgegner (Nichtigkeit)",
+			wantSubjDE:  "Nichtigkeit des Streitpatents",
+			wantClaimEN: "Revocation claimant",
+			wantDefEN:   "Revocation defendant",
+		},
+		{
+			// t-paliad-361 Change 1: the role-label override wins over the
+			// instance-derived path, and its EN reactive label is now
+			// "Respondent" (was "Appellee", mig 163).
+			name:    "UPC appeal → role-label override wins, EN reactive is Respondent",
+			project: &models.Project{InstanceLevel: sp("appeal")},
+			pt: ptRoles("upc.apl.unified", "UPC",
+				"Berufungskläger", "Berufungsbeklagter",
+				"Appellant", "Respondent"),
+			wantHeadDE:  "In der Sache",
+			wantClaimDE: "Berufungskläger",
+			wantDefDE:   "Berufungsbeklagter",
+			wantSubjDE:  "Patentstreitsache",
+			wantClaimEN: "Appellant",
+			wantDefEN:   "Respondent",
+		},
+		{
+			name:        "DE OLG appeal via instance_level (no role-label data) → instance-derived",
+			project:     &models.Project{InstanceLevel: sp("appeal")},
+			pt:          ptType("de.inf.olg", "DE"),
+			wantHeadDE:  "In dem Rechtsstreit",
+			wantClaimDE: "Berufungskläger(in)",
+			wantDefDE:   "Berufungsbeklagte(r)",
+			wantSubjDE:  "Patentverletzung",
+			wantClaimEN: "Appellant",
+			wantDefEN:   "Respondent",
+		},
+		{
+			name:    "EPA opposition → Einsprechende(r) / Patentinhaber(in)",
+			project: &models.Project{},
+			pt: ptRoles("epa.opp.opd", "EPA",
+				"Einsprechende(r)", "Patentinhaber(in)",
+				"Opponent", "Patentee"),
+			wantHeadDE:  "Im Einspruchsverfahren",
+			wantClaimDE: "Einsprechende(r)",
+			wantDefDE:   "Patentinhaber(in)",
+			wantSubjDE:  "Einspruch gegen das Streitpatent",
+			wantClaimEN: "Opponent",
+			wantDefEN:   "Patentee",
+		},
+
+		// ---------------------------------------------------------------
+		// t-paliad-361 Change 3: the four DE appeal/nullity proceedings now
+		// carry lexy-confirmed role-label overrides (mig 163). Each case
+		// passes an EMPTY Project (instance_level unset) to prove the override
+		// yields the correct designation without relying on the instance path.
+		// ---------------------------------------------------------------
+		{
+			name:    "de.inf.olg backfill → Berufungskläger(in)/Berufungsbeklagte(r), instance unset",
+			project: &models.Project{},
+			pt: ptRoles("de.inf.olg", "DE",
+				"Berufungskläger(in)", "Berufungsbeklagte(r)",
+				"Appellant", "Respondent"),
+			wantHeadDE:  "In dem Rechtsstreit",
+			wantClaimDE: "Berufungskläger(in)",
+			wantDefDE:   "Berufungsbeklagte(r)",
+			wantSubjDE:  "Patentverletzung",
+			wantClaimEN: "Appellant",
+			wantDefEN:   "Respondent",
+		},
+		{
+			name:    "de.inf.bgh backfill → Revisionskläger(in)/Revisionsbeklagte(r), instance unset",
+			project: &models.Project{},
+			pt: ptRoles("de.inf.bgh", "DE",
+				"Revisionskläger(in)", "Revisionsbeklagte(r)",
+				"Appellant", "Respondent"),
+			wantHeadDE:  "In dem Rechtsstreit",
+			wantClaimDE: "Revisionskläger(in)",
+			wantDefDE:   "Revisionsbeklagte(r)",
+			wantSubjDE:  "Patentverletzung",
+			wantClaimEN: "Appellant",
+			wantDefEN:   "Respondent",
+		},
+		{
+			name:    "de.null.bpatg backfill → Nichtigkeitskläger(in)/Beklagte(r) (Patentinhaber(in))",
+			project: &models.Project{},
+			pt: ptRoles("de.null.bpatg", "DE",
+				"Nichtigkeitskläger(in)", "Beklagte(r) (Patentinhaber(in))",
+				"Nullity claimant", "Defendant (patent proprietor)"),
+			wantHeadDE:  "In der Patentnichtigkeitssache",
+			wantClaimDE: "Nichtigkeitskläger(in)",
+			wantDefDE:   "Beklagte(r) (Patentinhaber(in))",
+			wantSubjDE:  "Nichtigkeit des Streitpatents",
+			wantClaimEN: "Nullity claimant",
+			wantDefEN:   "Defendant (patent proprietor)",
+		},
+		{
+			name:    "de.null.bgh backfill → Berufungskläger(in)/Berufungsbeklagte(r) (§110 PatG Berufung)",
+			project: &models.Project{},
+			pt: ptRoles("de.null.bgh", "DE",
+				"Berufungskläger(in)", "Berufungsbeklagte(r)",
+				"Appellant", "Respondent"),
+			wantHeadDE:  "In der Patentnichtigkeitssache",
+			wantClaimDE: "Berufungskläger(in)",
+			wantDefDE:   "Berufungsbeklagte(r)",
+			wantSubjDE:  "Nichtigkeit des Streitpatents",
+			wantClaimEN: "Appellant",
+			wantDefEN:   "Respondent",
+		},
+	}
+
+	for _, c := range cases {
+		t.Run(c.name, func(t *testing.T) {
+			got := resolveCaption(c.project, c.pt)
+			if got.headingDE != c.wantHeadDE {
+				t.Errorf("headingDE = %q, want %q", got.headingDE, c.wantHeadDE)
+			}
+			if got.claimantDE != c.wantClaimDE {
+				t.Errorf("claimantDE = %q, want %q", got.claimantDE, c.wantClaimDE)
+			}
+			if got.defendantDE != c.wantDefDE {
+				t.Errorf("defendantDE = %q, want %q", got.defendantDE, c.wantDefDE)
+			}
+			if got.subjectDE != c.wantSubjDE {
+				t.Errorf("subjectDE = %q, want %q", got.subjectDE, c.wantSubjDE)
+			}
+			if got.claimantEN != c.wantClaimEN {
+				t.Errorf("claimantEN = %q, want %q", got.claimantEN, c.wantClaimEN)
+			}
+			if got.defendantEN != c.wantDefEN {
+				t.Errorf("defendantEN = %q, want %q", got.defendantEN, c.wantDefEN)
+			}
+		})
+	}
+}
+
+// addCaptionVars must emit bare + _de + _en forms, with the bare form resolved
+// to the draft language.
+func TestAddCaptionVars_BareResolvesToLang(t *testing.T) {
+	pt := ptType("de.inf.lg", "DE")
+	proj := &models.Project{}
+
+	bagDE := PlaceholderMap{}
+	addCaptionVars(bagDE, proj, pt, "de")
+	if bagDE["caption.heading"] != "In dem Rechtsstreit" {
+		t.Errorf("DE bare heading = %q", bagDE["caption.heading"])
+	}
+	if bagDE["caption.heading_en"] != "In the matter" {
+		t.Errorf("heading_en = %q", bagDE["caption.heading_en"])
+	}
+
+	bagEN := PlaceholderMap{}
+	addCaptionVars(bagEN, proj, pt, "en")
+	if bagEN["caption.heading"] != "In the matter" {
+		t.Errorf("EN bare heading = %q", bagEN["caption.heading"])
+	}
+}

internal/services/submission_vars_catalogue_test.go

@@ -0,0 +1,55 @@
+package services
+
+import "testing"
+
+// The variable catalogue is the single source of truth for the sidebar
+// form + authoring palette labels (t-paliad-349 slice 5). These checks
+// pin its integrity so a resolver Keys() edit can't silently ship a
+// malformed entry or a duplicate key.
+func TestSubmissionVariableCatalogue(t *testing.T) {
+	cat := SubmissionVariableCatalogue()
+	if len(cat) == 0 {
+		t.Fatal("catalogue is empty")
+	}
+
+	seen := map[string]bool{}
+	for _, e := range cat {
+		if e.Key == "" || e.LabelDE == "" || e.LabelEN == "" || e.Group == "" {
+			t.Errorf("incomplete catalogue entry: %+v", e)
+		}
+		if seen[e.Key] {
+			t.Errorf("duplicate catalogue key: %q", e.Key)
+		}
+		seen[e.Key] = true
+	}
+
+	// Spot-check one key per namespace resolves with the expected label.
+	want := map[string]struct{ group, de string }{
+		"firm.name":                            {"firm", "Kanzlei"},
+		"today.long_de":                        {"today", "Heute (DE lang)"},
+		"user.display_name":                    {"user", "Bearbeiter"},
+		"project.case_number":                  {"project", "Aktenzeichen (Gericht)"},
+		"parties.claimant.name":                {"parties", "Klägerin"},
+		"procedural_event.legal_source_pretty": {"procedural_event", "Rechtsgrundlage"},
+		"deadline.due_date":                    {"deadline", "Frist (ISO)"},
+	}
+	byKey := map[string]struct{ group, de string }{}
+	for _, e := range cat {
+		byKey[e.Key] = struct{ group, de string }{e.Group, e.LabelDE}
+	}
+	for k, exp := range want {
+		got, ok := byKey[k]
+		if !ok {
+			t.Errorf("catalogue missing expected key %q", k)
+			continue
+		}
+		if got.group != exp.group || got.de != exp.de {
+			t.Errorf("catalogue[%q] = {%q, %q}; want {%q, %q}", k, got.group, got.de, exp.group, exp.de)
+		}
+	}
+
+	// The legacy rule.* aliases must be present for labelFor coverage.
+	if !seen["rule.name"] || !seen["rule.legal_source_pretty"] {
+		t.Error("legacy rule.* aliases missing from catalogue")
+	}
+}

internal/services/submission_vars_firm_test.go

@@ -0,0 +1,27 @@
+package services
+
+// Pins the firm.* namespace (t-paliad-358 A-S1): firm.signature_block must
+// be filled from branding.Name, not left empty. Before A-S1 it emitted ""
+// ("reserved for Phase 2"), which made every template that referenced
+// {{firm.signature_block}} render blank.
+
+import (
+	"testing"
+
+	"mgit.msbls.de/m/paliad/internal/branding"
+)
+
+func TestAddFirmVars_SignatureBlockFilledFromBranding(t *testing.T) {
+	bag := PlaceholderMap{}
+	addFirmVars(bag)
+
+	if got := bag["firm.name"]; got != branding.Name {
+		t.Errorf("firm.name = %q, want %q", got, branding.Name)
+	}
+	if got := bag["firm.signature_block"]; got == "" {
+		t.Fatal("firm.signature_block is empty — the A-S1 fix should fill it from branding")
+	}
+	if got := bag["firm.signature_block"]; got != branding.Name {
+		t.Errorf("firm.signature_block = %q, want %q (firm identity line, firm-agnostic)", got, branding.Name)
+	}
+}

internal/services/submission_vars_pretty_test.go

@@ -0,0 +1,81 @@
+package services
+
+// Pretty-printer tests for the variable-resolution layer (legalSourcePretty,
+// ourSideDE/EN, patentNumberUPC). These live with submission_vars.go;
+// they were relocated out of the docx engine test suite when the
+// .docx renderer moved to pkg/docforge/docx (t-paliad-349 slice 1).
+
+import "testing"
+
+func TestLegalSourcePretty(t *testing.T) {
+	tests := []struct {
+		src, lang, want string
+	}{
+		{"DE.ZPO.276.1", "de", "§ 276 Abs. 1 ZPO"},
+		{"DE.ZPO.276.1", "en", "Section 276(1) ZPO"},
+		{"DE.ZPO.253", "de", "§ 253 ZPO"},
+		{"DE.ZPO.253", "en", "Section 253 ZPO"},
+		{"UPC.RoP.23.1", "de", "Regel 23.1 VerfO UPC"},
+		{"UPC.RoP.23.1", "en", "Rule 23.1 RoP UPC"},
+		{"UPC.RoP.198", "de", "Regel 198 VerfO UPC"},
+		{"DE.PatG.83", "de", "§ 83 PatG"},
+		{"EPC.123", "de", "Art. 123 EPÜ"},
+		{"EPC.123", "en", "Art. 123 EPC"},
+		{"FOO.BAR.123", "de", "FOO.BAR.123"},
+		{"", "de", ""},
+	}
+	for _, tc := range tests {
+		t.Run(tc.src+"/"+tc.lang, func(t *testing.T) {
+			got := legalSourcePretty(tc.src, tc.lang)
+			if got != tc.want {
+				t.Errorf("legalSourcePretty(%q, %q) = %q, want %q", tc.src, tc.lang, got, tc.want)
+			}
+		})
+	}
+}
+
+func TestOurSideTranslations(t *testing.T) {
+	cases := []struct {
+		in, wantDE, wantEN string
+	}{
+		{"claimant", "Klägerin", "Claimant"},
+		{"defendant", "Beklagte", "Defendant"},
+		{"court", "Gericht", "Court"},
+		{"both", "Klägerin und Beklagte", "Claimant and Defendant"},
+		{"", "", ""},
+		{"unknown", "", ""},
+	}
+	for _, tc := range cases {
+		t.Run(tc.in, func(t *testing.T) {
+			if got := ourSideDE(tc.in); got != tc.wantDE {
+				t.Errorf("ourSideDE(%q) = %q, want %q", tc.in, got, tc.wantDE)
+			}
+			if got := ourSideEN(tc.in); got != tc.wantEN {
+				t.Errorf("ourSideEN(%q) = %q, want %q", tc.in, got, tc.wantEN)
+			}
+		})
+	}
+}
+
+func TestPatentNumberUPC(t *testing.T) {
+	tests := []struct {
+		in, want string
+	}{
+		{"EP 1 234 567 B1", "EP 1 234 567 (B1)"},
+		{"EP 4 056 049 A1", "EP 4 056 049 (A1)"},
+		{"DE 10 2020 123 456 A1", "DE 10 2020 123 456 (A1)"},
+		{"EP 1 234 567", "EP 1 234 567"},
+		{"  EP 1 234 567 B1  ", "EP 1 234 567 (B1)"},
+		{"", ""},
+		{"WO/2023/123456", "WO/2023/123456"},
+		{"EP 1 234 567 B12", "EP 1 234 567 B12"},
+	}
+	for _, tc := range tests {
+		t.Run(tc.in, func(t *testing.T) {
+			got := patentNumberUPC(tc.in)
+			if got != tc.want {
+				t.Errorf("patentNumberUPC(%q) = %q, want %q", tc.in, got, tc.want)
+			}
+		})
+	}
+}

internal/services/submission_vars_resolvers.go

@@ -0,0 +1,228 @@
+package services
+
+// Variable resolvers — the paliad-side implementations of
+// docforge.VariableResolver (t-paliad-349 slice 3). Each wraps one of the
+// addXxxVars push-builders, capturing the entity it needs, so the proven
+// builder bodies stay byte-for-byte unchanged while the composition moves
+// behind the docforge.ResolverSet seam. SubmissionVarsService.Build wires
+// the applicable resolvers and calls ResolverSet.BuildBag().
+//
+// These live in paliad (not docforge) because they read paliad's domain
+// model — branding, user, project, parties, deadline_rules, deadlines. A
+// second docforge consumer implements its own resolvers against its own
+// data and plugs them into a ResolverSet the same way.
+
+import (
+	"time"
+
+	"mgit.msbls.de/m/paliad/internal/models"
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+)
+
+// Compile-time conformance: each resolver satisfies docforge.VariableResolver.
+var (
+	_ docforge.VariableResolver = firmResolver{}
+	_ docforge.VariableResolver = todayResolver{}
+	_ docforge.VariableResolver = userResolver{}
+	_ docforge.VariableResolver = proceduralEventResolver{}
+	_ docforge.VariableResolver = projectResolver{}
+	_ docforge.VariableResolver = captionResolver{}
+	_ docforge.VariableResolver = partiesResolver{}
+	_ docforge.VariableResolver = deadlineResolver{}
+)
+
+// vk is a terse constructor for a catalogue entry in the given group.
+func vk(group, key, de, en string) docforge.VariableKey {
+	return docforge.VariableKey{Key: key, LabelDE: de, LabelEN: en, Group: group}
+}
+
+// SubmissionVariableCatalogue returns the full variable catalogue for the
+// submission resolvers — every (key, DE/EN label, namespace) the sidebar
+// form and the authoring palette can offer. Built from the resolvers'
+// Keys() with no entity state, so it needs no DB call. This is the single
+// source of truth for variable labels, replacing the duplicated TS
+// VARIABLE_LABELS table (t-paliad-349 slice 5).
+func SubmissionVariableCatalogue() []docforge.VariableKey {
+	return docforge.NewResolverSet(
+		firmResolver{},
+		todayResolver{},
+		userResolver{},
+		proceduralEventResolver{},
+		projectResolver{},
+		captionResolver{},
+		partiesResolver{},
+		deadlineResolver{},
+	).Catalogue()
+}
+
+// firmResolver populates firm.* from process-wide branding.
+type firmResolver struct{}
+
+func (firmResolver) Namespace() string           { return "firm" }
+func (firmResolver) Populate(bag PlaceholderMap) { addFirmVars(bag) }
+func (firmResolver) Keys() []docforge.VariableKey {
+	return []docforge.VariableKey{
+		vk("firm", "firm.name", "Kanzlei", "Firm"),
+		vk("firm", "firm.signature_block", "Signatur-Block", "Signature block"),
+	}
+}
+
+// todayResolver populates today.* from the build-time clock.
+type todayResolver struct{ now time.Time }
+
+func (todayResolver) Namespace() string             { return "today" }
+func (r todayResolver) Populate(bag PlaceholderMap) { addTodayVars(bag, r.now) }
+func (todayResolver) Keys() []docforge.VariableKey {
+	return []docforge.VariableKey{
+		vk("today", "today", "Heute", "Today"),
+		vk("today", "today.iso", "Heute (ISO)", "Today (ISO)"),
+		vk("today", "today.long_de", "Heute (DE lang)", "Today (DE long)"),
+		vk("today", "today.long_en", "Heute (EN lang)", "Today (EN long)"),
+	}
+}
+
+// userResolver populates user.* from the caller's row.
+type userResolver struct{ user *models.User }
+
+func (userResolver) Namespace() string             { return "user" }
+func (r userResolver) Populate(bag PlaceholderMap) { addUserVars(bag, r.user) }
+func (userResolver) Keys() []docforge.VariableKey {
+	return []docforge.VariableKey{
+		vk("user", "user.display_name", "Bearbeiter", "Author"),
+		vk("user", "user.email", "E-Mail", "Email"),
+		vk("user", "user.office", "Büro", "Office"),
+	}
+}
+
+// proceduralEventResolver populates procedural_event.* and the legacy
+// rule.* alias from the published deadline_rule.
+type proceduralEventResolver struct {
+	rule *models.DeadlineRule
+	lang string
+}
+
+func (proceduralEventResolver) Namespace() string             { return "procedural_event" }
+func (r proceduralEventResolver) Populate(bag PlaceholderMap) { addRuleVars(bag, r.rule, r.lang) }
+func (proceduralEventResolver) Keys() []docforge.VariableKey {
+	return []docforge.VariableKey{
+		vk("procedural_event", "procedural_event.code", "Code (Verfahrensschritt)", "Code (procedural event)"),
+		vk("procedural_event", "procedural_event.name", "Verfahrensschritt", "Procedural event"),
+		vk("procedural_event", "procedural_event.name_de", "Verfahrensschritt (DE)", "Procedural event (DE)"),
+		vk("procedural_event", "procedural_event.name_en", "Verfahrensschritt (EN)", "Procedural event (EN)"),
+		vk("procedural_event", "procedural_event.legal_source", "Rechtsgrundlage (Code)", "Legal source (code)"),
+		vk("procedural_event", "procedural_event.legal_source_pretty", "Rechtsgrundlage", "Legal source"),
+		vk("procedural_event", "procedural_event.primary_party", "Partei (typisch)", "Primary party"),
+		vk("procedural_event", "procedural_event.event_kind", "Art des Verfahrensschritts", "Procedural-event kind"),
+		// Legacy rule.* aliases — @deprecated, kept forever (m/paliad#93 Q7).
+		vk("procedural_event", "rule.submission_code", "Schriftsatz-Code (legacy)", "Submission code (legacy)"),
+		vk("procedural_event", "rule.name", "Schriftsatz (legacy)", "Submission (legacy)"),
+		vk("procedural_event", "rule.name_de", "Schriftsatz (DE, legacy)", "Submission (DE, legacy)"),
+		vk("procedural_event", "rule.name_en", "Schriftsatz (EN, legacy)", "Submission (EN, legacy)"),
+		vk("procedural_event", "rule.legal_source", "Rechtsgrundlage (Code, legacy)", "Legal source (code, legacy)"),
+		vk("procedural_event", "rule.legal_source_pretty", "Rechtsgrundlage (legacy)", "Legal source (legacy)"),
+		vk("procedural_event", "rule.primary_party", "Partei (typisch, legacy)", "Primary party (legacy)"),
+		vk("procedural_event", "rule.event_type", "Schriftsatz-Typ (legacy)", "Event type (legacy)"),
+	}
+}
+
+// projectResolver populates project.* from the project + its proceeding type.
+type projectResolver struct {
+	project *models.Project
+	pt      *models.ProceedingType
+	lang    string
+}
+
+func (projectResolver) Namespace() string             { return "project" }
+func (r projectResolver) Populate(bag PlaceholderMap) { addProjectVars(bag, r.project, r.pt, r.lang) }
+func (projectResolver) Keys() []docforge.VariableKey {
+	return []docforge.VariableKey{
+		vk("project", "project.title", "Projekttitel", "Project title"),
+		vk("project", "project.reference", "Aktenzeichen (intern)", "Internal reference"),
+		vk("project", "project.case_number", "Aktenzeichen (Gericht)", "Court case number"),
+		vk("project", "project.court", "Gericht", "Court"),
+		vk("project", "project.patent_number", "Patentnummer", "Patent number"),
+		vk("project", "project.patent_number_upc", "Patentnummer (UPC-Format)", "Patent number (UPC format)"),
+		vk("project", "project.filing_date", "Anmeldedatum", "Filing date"),
+		vk("project", "project.grant_date", "Erteilungsdatum", "Grant date"),
+		vk("project", "project.our_side", "Unsere Seite", "Our side"),
+		vk("project", "project.our_side_de", "Unsere Seite (DE)", "Our side (DE)"),
+		vk("project", "project.our_side_en", "Unsere Seite (EN)", "Our side (EN)"),
+		vk("project", "project.instance_level", "Instanz", "Instance"),
+		vk("project", "project.client_number", "Mandantennummer", "Client number"),
+		vk("project", "project.matter_number", "Matter-Nummer", "Matter number"),
+		vk("project", "project.proceeding.code", "Verfahrenstyp (Code)", "Proceeding type (code)"),
+		vk("project", "project.proceeding.jurisdiction", "Gerichtsbarkeit", "Jurisdiction"),
+		vk("project", "project.proceeding.name", "Verfahrenstyp", "Proceeding type"),
+		vk("project", "project.proceeding.name_de", "Verfahrenstyp (DE)", "Proceeding type (DE)"),
+		vk("project", "project.proceeding.name_en", "Verfahrenstyp (EN)", "Proceeding type (EN)"),
+	}
+}
+
+// captionResolver populates caption.* — the parametric case-caption (Rubrum)
+// pieces shared across every render path (merge fallback skeleton, per-code
+// .docx templates, Composer caption seeds) so the wording stays unified
+// (t-paliad-358 A-S2). Needs the project (instance level) + proceeding type
+// (jurisdiction, code, role-label overrides); see addCaptionVars.
+type captionResolver struct {
+	project *models.Project
+	pt      *models.ProceedingType
+	lang    string
+}
+
+func (captionResolver) Namespace() string { return "caption" }
+func (r captionResolver) Populate(bag PlaceholderMap) {
+	addCaptionVars(bag, r.project, r.pt, r.lang)
+}
+func (captionResolver) Keys() []docforge.VariableKey {
+	return []docforge.VariableKey{
+		vk("caption", "caption.heading", "Rubrum-Überschrift", "Caption heading"),
+		vk("caption", "caption.claimant_designation", "Bezeichnung Klägerseite", "Claimant designation"),
+		vk("caption", "caption.defendant_designation", "Bezeichnung Beklagtenseite", "Defendant designation"),
+		vk("caption", "caption.versus", "Gegen-Konnektor", "Versus connector"),
+		vk("caption", "caption.subject", "Streitgegenstand (wegen)", "Subject matter (re)"),
+	}
+}
+
+// partiesResolver populates parties.* from the (already filtered) party list.
+type partiesResolver struct{ parties []models.Party }
+
+func (partiesResolver) Namespace() string             { return "parties" }
+func (r partiesResolver) Populate(bag PlaceholderMap) { addPartyVars(bag, r.parties) }
+
+// Keys returns the flat, user-facing party forms (the power-user override
+// rows the sidebar shows). The indexed (parties.claimant.0.name) and
+// joined (parties.claimants) forms Populate also emits are not catalogue
+// entries — they're resolved into the bag but not offered in the palette.
+func (partiesResolver) Keys() []docforge.VariableKey {
+	return []docforge.VariableKey{
+		vk("parties", "parties.claimant.name", "Klägerin", "Claimant"),
+		vk("parties", "parties.claimant.representative", "Klägerin-Vertreter", "Claimant representative"),
+		vk("parties", "parties.defendant.name", "Beklagte", "Defendant"),
+		vk("parties", "parties.defendant.representative", "Beklagten-Vertreter", "Defendant representative"),
+		vk("parties", "parties.other.name", "Weitere Partei", "Other party"),
+		vk("parties", "parties.other.representative", "Weitere-Partei-Vertreter", "Other party representative"),
+	}
+}
+
+// deadlineResolver populates deadline.* from the next pending deadline.
+type deadlineResolver struct {
+	deadline *models.Deadline
+	project  *models.Project
+	lang     string
+}
+
+func (deadlineResolver) Namespace() string { return "deadline" }
+func (r deadlineResolver) Populate(bag PlaceholderMap) {
+	addDeadlineVars(bag, r.deadline, r.project, r.lang)
+}
+func (deadlineResolver) Keys() []docforge.VariableKey {
+	return []docforge.VariableKey{
+		vk("deadline", "deadline.due_date", "Frist (ISO)", "Deadline (ISO)"),
+		vk("deadline", "deadline.due_date_long_de", "Frist (DE lang)", "Deadline (DE long)"),
+		vk("deadline", "deadline.due_date_long_en", "Frist (EN lang)", "Deadline (EN long)"),
+		vk("deadline", "deadline.original_due_date", "Ursprüngliche Frist", "Original deadline"),
+		vk("deadline", "deadline.computed_from", "Frist berechnet aus", "Deadline computed from"),
+		vk("deadline", "deadline.title", "Frist-Titel", "Deadline title"),
+		vk("deadline", "deadline.source", "Frist-Quelle", "Deadline source"),
+	}
+}

internal/services/template_store.go

@@ -0,0 +1,397 @@
+package services
+
+// PgTemplateStore — paliad's Postgres implementation of
+// docforge.TemplateStore (t-paliad-349 slice 4). The carrier .docx bytes
+// live in a bytea column (paliad.template_versions.carrier_blob); the
+// stylemap is jsonb; slots are rows in paliad.template_slots. Versioning is
+// snapshot-at-create: Create makes version 1 and pins it as current,
+// AddVersion inserts the next version and re-points current.
+//
+// docforge owns the interface + the neutral types; this is the paliad-side
+// data binding. No handler wires this yet — the authoring surface (slice 6)
+// and generation-on-templates (slice 7) are the consumers.
+
+import (
+	"context"
+	"database/sql"
+	"encoding/json"
+	"errors"
+	"fmt"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+)
+
+// PgTemplateStore implements docforge.TemplateStore against Postgres.
+type PgTemplateStore struct {
+	db *sqlx.DB
+}
+
+// compile-time conformance.
+var _ docforge.TemplateStore = (*PgTemplateStore)(nil)
+
+// NewPgTemplateStore wires the store.
+func NewPgTemplateStore(db *sqlx.DB) *PgTemplateStore {
+	return &PgTemplateStore{db: db}
+}
+
+// templateMetaRow scans the catalog metadata + the current version number
+// (via LEFT JOIN, 0 when no version pinned yet).
+type templateMetaRow struct {
+	ID           uuid.UUID  `db:"id"`
+	Slug         *string    `db:"slug"`
+	NameDE       string     `db:"name_de"`
+	NameEN       string     `db:"name_en"`
+	Kind         string     `db:"kind"`
+	SourceFormat string     `db:"source_format"`
+	Firm         *string    `db:"firm"`
+	IsActive     bool       `db:"is_active"`
+	Version      int        `db:"version"`
+	VersionID    *uuid.UUID `db:"version_id"`
+}
+
+func (r templateMetaRow) toMeta() docforge.TemplateMeta {
+	m := docforge.TemplateMeta{
+		ID:           r.ID.String(),
+		Slug:         derefString(r.Slug),
+		NameDE:       r.NameDE,
+		NameEN:       r.NameEN,
+		Kind:         r.Kind,
+		SourceFormat: r.SourceFormat,
+		Firm:         derefString(r.Firm),
+		IsActive:     r.IsActive,
+		Version:      r.Version,
+	}
+	if r.VersionID != nil {
+		m.VersionID = r.VersionID.String()
+	}
+	return m
+}
+
+const templateMetaColumns = `t.id, t.slug, t.name_de, t.name_en, t.kind,
+                             t.source_format, t.firm, t.is_active,
+                             COALESCE(v.version, 0) AS version,
+                             v.id AS version_id`
+
+const templateMetaFrom = `FROM paliad.templates t
+                          LEFT JOIN paliad.template_versions v
+                                 ON v.id = t.current_version_id`
+
+// List returns catalog metadata for matching templates, without carrier
+// bytes.
+func (s *PgTemplateStore) List(ctx context.Context, f docforge.TemplateFilter) ([]docforge.TemplateMeta, error) {
+	q := `SELECT ` + templateMetaColumns + ` ` + templateMetaFrom + ` WHERE 1=1`
+	var args []any
+	if f.ActiveOnly {
+		q += ` AND t.is_active`
+	}
+	if f.Firm != "" {
+		args = append(args, f.Firm)
+		q += fmt.Sprintf(` AND (t.firm = $%d OR t.firm IS NULL)`, len(args))
+	}
+	if f.Kind != "" {
+		args = append(args, f.Kind)
+		q += fmt.Sprintf(` AND t.kind = $%d`, len(args))
+	}
+	q += ` ORDER BY COALESCE(t.firm, ''), t.name_de`
+
+	var rows []templateMetaRow
+	if err := s.db.SelectContext(ctx, &rows, q, args...); err != nil {
+		return nil, fmt.Errorf("list templates: %w", err)
+	}
+	out := make([]docforge.TemplateMeta, len(rows))
+	for i := range rows {
+		out[i] = rows[i].toMeta()
+	}
+	return out, nil
+}
+
+// Get resolves a template to its current version.
+func (s *PgTemplateStore) Get(ctx context.Context, id string) (*docforge.Template, error) {
+	tid, err := uuid.Parse(id)
+	if err != nil {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	var meta templateMetaRow
+	err = s.db.GetContext(ctx, &meta,
+		`SELECT `+templateMetaColumns+` `+templateMetaFrom+` WHERE t.id = $1`, tid)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	if err != nil {
+		return nil, fmt.Errorf("get template: %w", err)
+	}
+	tmpl := &docforge.Template{TemplateMeta: meta.toMeta()}
+	if meta.Version == 0 {
+		// No version pinned yet — return metadata only (carrier empty).
+		return tmpl, nil
+	}
+	if err := s.loadCurrentVersionContent(ctx, tid, tmpl); err != nil {
+		return nil, err
+	}
+	return tmpl, nil
+}
+
+// GetVersion resolves a template to a specific version id — the path a
+// draft uses to render its pinned snapshot.
+func (s *PgTemplateStore) GetVersion(ctx context.Context, versionID string) (*docforge.Template, error) {
+	vid, err := uuid.Parse(versionID)
+	if err != nil {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	var vr struct {
+		TemplateID uuid.UUID `db:"template_id"`
+		Version    int       `db:"version"`
+		Carrier    []byte    `db:"carrier_blob"`
+		Stylemap   []byte    `db:"stylemap"`
+	}
+	err = s.db.GetContext(ctx, &vr,
+		`SELECT template_id, version, carrier_blob, stylemap
+		   FROM paliad.template_versions WHERE id = $1`, vid)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	if err != nil {
+		return nil, fmt.Errorf("get template version: %w", err)
+	}
+	var meta templateMetaRow
+	err = s.db.GetContext(ctx, &meta,
+		`SELECT t.id, t.slug, t.name_de, t.name_en, t.kind, t.source_format,
+		        t.firm, t.is_active, $2 AS version
+		   FROM paliad.templates t WHERE t.id = $1`, vr.TemplateID, vr.Version)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	if err != nil {
+		return nil, fmt.Errorf("get template version meta: %w", err)
+	}
+	tmpl := &docforge.Template{TemplateMeta: meta.toMeta(), CarrierBytes: vr.Carrier}
+	tmpl.VersionID = vid.String() // the resolved version is the one requested
+	tmpl.Stylemap = decodeStylemap(vr.Stylemap)
+	slots, err := s.loadSlots(ctx, vid)
+	if err != nil {
+		return nil, err
+	}
+	tmpl.Slots = slots
+	return tmpl, nil
+}
+
+// loadCurrentVersionContent fills carrier + stylemap + slots from the
+// template's current_version_id.
+func (s *PgTemplateStore) loadCurrentVersionContent(ctx context.Context, templateID uuid.UUID, tmpl *docforge.Template) error {
+	var vr struct {
+		ID       uuid.UUID `db:"id"`
+		Carrier  []byte    `db:"carrier_blob"`
+		Stylemap []byte    `db:"stylemap"`
+	}
+	err := s.db.GetContext(ctx, &vr,
+		`SELECT v.id, v.carrier_blob, v.stylemap
+		   FROM paliad.template_versions v
+		   JOIN paliad.templates t ON t.current_version_id = v.id
+		  WHERE t.id = $1`, templateID)
+	if errors.Is(err, sql.ErrNoRows) {
+		return docforge.ErrTemplateNotFound
+	}
+	if err != nil {
+		return fmt.Errorf("load current version: %w", err)
+	}
+	tmpl.CarrierBytes = vr.Carrier
+	tmpl.Stylemap = decodeStylemap(vr.Stylemap)
+	slots, err := s.loadSlots(ctx, vr.ID)
+	if err != nil {
+		return err
+	}
+	tmpl.Slots = slots
+	return nil
+}
+
+// loadSlots returns the slots placed in a version, ordered.
+func (s *PgTemplateStore) loadSlots(ctx context.Context, versionID uuid.UUID) ([]docforge.TemplateSlot, error) {
+	var rows []struct {
+		SlotKey    string  `db:"slot_key"`
+		Anchor     string  `db:"anchor"`
+		Label      *string `db:"label"`
+		OrderIndex int     `db:"order_index"`
+	}
+	err := s.db.SelectContext(ctx, &rows,
+		`SELECT slot_key, anchor, label, order_index
+		   FROM paliad.template_slots
+		  WHERE template_version_id = $1
+		  ORDER BY order_index, slot_key`, versionID)
+	if err != nil {
+		return nil, fmt.Errorf("load template slots: %w", err)
+	}
+	out := make([]docforge.TemplateSlot, len(rows))
+	for i, r := range rows {
+		out[i] = docforge.TemplateSlot{
+			Key:        r.SlotKey,
+			Anchor:     r.Anchor,
+			Label:      derefString(r.Label),
+			OrderIndex: r.OrderIndex,
+		}
+	}
+	return out, nil
+}
+
+// Create inserts a new template + its first version (version 1) and pins
+// that version as current.
+func (s *PgTemplateStore) Create(ctx context.Context, meta docforge.TemplateMetaInput, first docforge.TemplateVersionInput) (*docforge.Template, error) {
+	createdBy, err := uuid.Parse(meta.CreatedBy)
+	if err != nil {
+		return nil, fmt.Errorf("create template: invalid created_by: %w", err)
+	}
+	kind := meta.Kind
+	if kind == "" {
+		kind = "submission"
+	}
+	format := meta.SourceFormat
+	if format == "" {
+		format = "docx"
+	}
+
+	var versionID uuid.UUID
+	err = s.inTx(ctx, func(tx *sqlx.Tx) error {
+		var templateID uuid.UUID
+		if err := tx.GetContext(ctx, &templateID,
+			`INSERT INTO paliad.templates
+			     (slug, name_de, name_en, kind, source_format, firm, created_by)
+			 VALUES (NULLIF($1, ''), $2, $3, $4, $5, NULLIF($6, ''), $7)
+			 RETURNING id`,
+			meta.Slug, meta.NameDE, meta.NameEN, kind, format, meta.Firm, createdBy); err != nil {
+			return fmt.Errorf("insert template: %w", err)
+		}
+		var verr error
+		versionID, verr = insertTemplateVersion(ctx, tx, templateID, 1, first)
+		if verr != nil {
+			return verr
+		}
+		if _, err := tx.ExecContext(ctx,
+			`UPDATE paliad.templates SET current_version_id = $1, updated_at = now() WHERE id = $2`,
+			versionID, templateID); err != nil {
+			return fmt.Errorf("pin current version: %w", err)
+		}
+		return nil
+	})
+	if err != nil {
+		return nil, err
+	}
+	return s.GetVersion(ctx, versionID.String())
+}
+
+// AddVersion inserts the next version for an existing template and
+// re-points current_version to it.
+func (s *PgTemplateStore) AddVersion(ctx context.Context, templateID string, v docforge.TemplateVersionInput) (*docforge.Template, error) {
+	tid, err := uuid.Parse(templateID)
+	if err != nil {
+		return nil, docforge.ErrTemplateNotFound
+	}
+
+	var versionID uuid.UUID
+	err = s.inTx(ctx, func(tx *sqlx.Tx) error {
+		var exists bool
+		if err := tx.GetContext(ctx, &exists,
+			`SELECT EXISTS(SELECT 1 FROM paliad.templates WHERE id = $1)`, tid); err != nil {
+			return fmt.Errorf("check template exists: %w", err)
+		}
+		if !exists {
+			return docforge.ErrTemplateNotFound
+		}
+		var nextVersion int
+		if err := tx.GetContext(ctx, &nextVersion,
+			`SELECT COALESCE(MAX(version), 0) + 1 FROM paliad.template_versions WHERE template_id = $1`,
+			tid); err != nil {
+			return fmt.Errorf("next version: %w", err)
+		}
+		var verr error
+		versionID, verr = insertTemplateVersion(ctx, tx, tid, nextVersion, v)
+		if verr != nil {
+			return verr
+		}
+		if _, err := tx.ExecContext(ctx,
+			`UPDATE paliad.templates SET current_version_id = $1, updated_at = now() WHERE id = $2`,
+			versionID, tid); err != nil {
+			return fmt.Errorf("pin current version: %w", err)
+		}
+		return nil
+	})
+	if err != nil {
+		return nil, err
+	}
+	return s.GetVersion(ctx, versionID.String())
+}
+
+// insertTemplateVersion inserts a version row + its slots inside tx and
+// returns the new version id.
+func insertTemplateVersion(ctx context.Context, tx *sqlx.Tx, templateID uuid.UUID, version int, v docforge.TemplateVersionInput) (uuid.UUID, error) {
+	createdBy, err := uuid.Parse(v.CreatedBy)
+	if err != nil {
+		return uuid.Nil, fmt.Errorf("insert template version: invalid created_by: %w", err)
+	}
+	stylemap := v.Stylemap
+	if stylemap == nil {
+		stylemap = map[string]string{}
+	}
+	smJSON, err := json.Marshal(stylemap)
+	if err != nil {
+		return uuid.Nil, fmt.Errorf("marshal stylemap: %w", err)
+	}
+	var versionID uuid.UUID
+	if err := tx.GetContext(ctx, &versionID,
+		`INSERT INTO paliad.template_versions
+		     (template_id, version, carrier_blob, stylemap, created_by)
+		 VALUES ($1, $2, $3, $4, $5)
+		 RETURNING id`,
+		templateID, version, v.CarrierBytes, smJSON, createdBy); err != nil {
+		return uuid.Nil, fmt.Errorf("insert template version: %w", err)
+	}
+	for i, slot := range v.Slots {
+		order := slot.OrderIndex
+		if order == 0 {
+			order = i
+		}
+		if _, err := tx.ExecContext(ctx,
+			`INSERT INTO paliad.template_slots
+			     (template_version_id, slot_key, anchor, label, order_index)
+			 VALUES ($1, $2, $3, NULLIF($4, ''), $5)`,
+			versionID, slot.Key, slot.Anchor, slot.Label, order); err != nil {
+			return uuid.Nil, fmt.Errorf("insert template slot %q: %w", slot.Key, err)
+		}
+	}
+	return versionID, nil
+}
+
+// inTx runs fn inside a transaction, committing on success and rolling
+// back on error or panic.
+func (s *PgTemplateStore) inTx(ctx context.Context, fn func(tx *sqlx.Tx) error) error {
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return fmt.Errorf("begin tx: %w", err)
+	}
+	defer func() {
+		if p := recover(); p != nil {
+			_ = tx.Rollback()
+			panic(p)
+		}
+	}()
+	if err := fn(tx); err != nil {
+		_ = tx.Rollback()
+		return err
+	}
+	if err := tx.Commit(); err != nil {
+		return fmt.Errorf("commit tx: %w", err)
+	}
+	return nil
+}
+
+// decodeStylemap unmarshals the stylemap jsonb; an empty/invalid value
+// yields an empty map so callers never deref nil.
+func decodeStylemap(raw []byte) map[string]string {
+	out := map[string]string{}
+	if len(raw) == 0 {
+		return out
+	}
+	_ = json.Unmarshal(raw, &out)
+	return out
+}

internal/services/template_store_live_test.go

@@ -0,0 +1,146 @@
+package services
+
+// Live-DB integration tests for PgTemplateStore (t-paliad-349 slice 4).
+// Skipped when TEST_DATABASE_URL is unset, mirroring the other live-DB
+// tests. Exercises the full round-trip: Create (version 1) → Get →
+// GetVersion → AddVersion (version 2, current re-pointed) → List, asserting
+// the carrier bytes, stylemap, and slots persist and resolve intact.
+
+import (
+	"bytes"
+	"context"
+	"errors"
+	"os"
+	"testing"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/db"
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+)
+
+func TestPgTemplateStore_RoundTrip(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+
+	ctx := context.Background()
+	store := NewPgTemplateStore(pool)
+	author := uuid.NewString()
+
+	carrierV1 := []byte("PK\x03\x04 fake docx carrier v1")
+	tmpl, err := store.Create(ctx,
+		docforge.TemplateMetaInput{
+			NameDE:    "Test-Vorlage",
+			NameEN:    "Test template",
+			Firm:      "HLC",
+			CreatedBy: author,
+		},
+		docforge.TemplateVersionInput{
+			CarrierBytes: carrierV1,
+			Stylemap:     map[string]string{"paragraph": "Normal", "heading_1": "Heading 1"},
+			Slots: []docforge.TemplateSlot{
+				{Key: "project.case_number", Anchor: "{{project.case_number}}", Label: "Aktenzeichen", OrderIndex: 0},
+				{Key: "parties.claimant.0.name", Anchor: "{{parties.claimant.0.name}}", OrderIndex: 1},
+			},
+			CreatedBy: author,
+		})
+	if err != nil {
+		t.Fatalf("Create: %v", err)
+	}
+	// Clean up the row (cascades to versions + slots) regardless of outcome.
+	defer func() {
+		_, _ = pool.ExecContext(ctx, `DELETE FROM paliad.templates WHERE id = $1`, tmpl.ID)
+	}()
+
+	// --- Create assertions: version 1, defaults applied, content intact.
+	if tmpl.Version != 1 {
+		t.Errorf("Create version = %d; want 1", tmpl.Version)
+	}
+	if tmpl.Kind != "submission" || tmpl.SourceFormat != "docx" {
+		t.Errorf("defaults: kind=%q format=%q; want submission/docx", tmpl.Kind, tmpl.SourceFormat)
+	}
+	if !bytes.Equal(tmpl.CarrierBytes, carrierV1) {
+		t.Errorf("carrier round-trip mismatch: got %q", tmpl.CarrierBytes)
+	}
+	if tmpl.Stylemap["heading_1"] != "Heading 1" {
+		t.Errorf("stylemap[heading_1] = %q; want 'Heading 1'", tmpl.Stylemap["heading_1"])
+	}
+	if len(tmpl.Slots) != 2 {
+		t.Fatalf("len(slots) = %d; want 2", len(tmpl.Slots))
+	}
+	if tmpl.Slots[0].Key != "project.case_number" || tmpl.Slots[0].Label != "Aktenzeichen" {
+		t.Errorf("slot[0] = %+v; want project.case_number/Aktenzeichen", tmpl.Slots[0])
+	}
+
+	// --- Get by template id resolves the current version.
+	got, err := store.Get(ctx, tmpl.ID)
+	if err != nil {
+		t.Fatalf("Get: %v", err)
+	}
+	if got.Version != 1 || !bytes.Equal(got.CarrierBytes, carrierV1) || len(got.Slots) != 2 {
+		t.Errorf("Get current version mismatch: v=%d slots=%d", got.Version, len(got.Slots))
+	}
+
+	// --- AddVersion bumps to 2 and re-points current.
+	carrierV2 := []byte("PK\x03\x04 fake docx carrier v2 edited")
+	v2, err := store.AddVersion(ctx, tmpl.ID, docforge.TemplateVersionInput{
+		CarrierBytes: carrierV2,
+		Stylemap:     map[string]string{"paragraph": "HLpat-Body-B0"},
+		Slots:        []docforge.TemplateSlot{{Key: "today", Anchor: "{{today}}", OrderIndex: 0}},
+		CreatedBy:    author,
+	})
+	if err != nil {
+		t.Fatalf("AddVersion: %v", err)
+	}
+	if v2.Version != 2 {
+		t.Errorf("AddVersion version = %d; want 2", v2.Version)
+	}
+	if !bytes.Equal(v2.CarrierBytes, carrierV2) || len(v2.Slots) != 1 || v2.Slots[0].Key != "today" {
+		t.Errorf("AddVersion content mismatch: carrier/slots wrong")
+	}
+
+	// Get now resolves version 2 (current re-pointed).
+	cur, err := store.Get(ctx, tmpl.ID)
+	if err != nil {
+		t.Fatalf("Get after AddVersion: %v", err)
+	}
+	if cur.Version != 2 || !bytes.Equal(cur.CarrierBytes, carrierV2) {
+		t.Errorf("Get after AddVersion = v%d; want v2 with new carrier", cur.Version)
+	}
+
+	// --- List reflects the current version number, filtered by firm.
+	metas, err := store.List(ctx, docforge.TemplateFilter{Firm: "HLC", ActiveOnly: true})
+	if err != nil {
+		t.Fatalf("List: %v", err)
+	}
+	var found *docforge.TemplateMeta
+	for i := range metas {
+		if metas[i].ID == tmpl.ID {
+			found = &metas[i]
+			break
+		}
+	}
+	if found == nil {
+		t.Fatalf("List did not return the created template")
+	}
+	if found.Version != 2 {
+		t.Errorf("List version = %d; want 2 (current)", found.Version)
+	}
+
+	// --- Unknown id → ErrTemplateNotFound.
+	if _, err := store.Get(ctx, uuid.NewString()); !errors.Is(err, docforge.ErrTemplateNotFound) {
+		t.Errorf("Get(unknown) err = %v; want ErrTemplateNotFound", err)
+	}
+}