# Paliad — project status

Living document tracking what's shipped, what's deferred, and historical context. Update when phases land or open follow-ups change. AI instructions live in `.claude/CLAUDE.md`; this file is project state for humans.

## Phase status

Phases A–G shipped (April 2026): schema + RLS, services, Fristenrechner→DB, Akten CRUD, Fristen UI, Termine + CalDAV, Dashboard. See `docs/feature-roadmap.md` for the per-phase scope.

**Phase H (AI Frist-Extraktion) is deferred** — decision by m on 2026-04-16 ("we don't want Anthropic API"). The Dokumente tab on Akten detail stays as a "Kommt bald" placeholder. No `ANTHROPIC_API_KEY` on Dokploy.

**Phase I (Notizen polymorphic notes) shipped** — `paliad.notizen` table + RLS (migrations 005, 007), `NoteService` (`internal/services/note_service.go`), REST handlers (`internal/handlers/notes.go` — `GET/POST /api/{projects|deadlines|appointments}/{id}/notes`, `PATCH/DELETE /api/notes/{id}`), shared client module `frontend/src/client/notes.ts` (`initNotes`), wired into project / deadline / appointment detail pages. i18n keys under `notizen.*`.

**Phase J (this doc + roadmap rewrite + KanzlAI doc retirement notes)** completed 2026-04-17 on `mai/ritchie/phase-j-roadmap-rewrite`. Infra retirement (KanzlAI Dokploy shutdown, `kanzlai` schema drop, Gitea archive) still pending m + head coordination.

**Reminder system redesign (t-paliad-064)** — landed 2026-04-28 across PR-1..PR-4 on `mai/cronus/reminder-system-redesign`. Zero-overdue SLO model: per-user bundled morning/evening digests with category sections (überfällig / heute / diese Woche), DRINGEND escalation in the evening slot, and global-admin escalation framing on overdues. See `docs/design-reminder-redesign-2026-04-28.md`.

## Open follow-ups

- **Settings → Notifications: escalation contact dropdown** — migration 025 ships `paliad.users.escalation_contact_id` (FK to `paliad.users`, nullable, ON DELETE SET NULL). NULL means "fall back to global_admins for the escalation channel"; setting it lets a user designate a specific colleague as their escalation contact. UI shipped t-paliad-066 on 2026-04-29.
- **Audit polish-2** — shipped 2026-04-30 across t-paliad-067 / t-paliad-068 / t-paliad-073 (BATCH-level findings + DEFER list). Follow-ups from the 2026-04-30 re-audit (`docs/improvement-audit-2026-04-30.md`) are tracked under t-paliad-074 and downstream task IDs.
- **KanzlAI infra retirement** — Dokploy shutdown, `kanzlai` schema drop, Gitea archive. Pending m + head coordination.

## Historical naming

Previously called *patHoLo* (Patent + Hogan Lovells). Rebranded to Paliad on 2026-04-16 when HL announced the merger into HLC, making "HoLo" obsolete. Paliad — "Patent Litigation Administration" but in UI used as a standalone word evoking *paladin*, the champion. Firm-agnostic so the brand survives any future firm renames (see t-paliad-065 — single `FIRM_NAME` constant, default "HLC"). Lime branding kept throughout.