mAi 38ebccc907
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feat(services): Slice B.2 dual-write — RuleEditorService writes deadline_rules AND procedural_events / sequencing_rules / legal_sources (t-paliad-305 / m/paliad#93)
Keeps the parallel new tables (mig 136, Slice B.1) in lock-step with
the legacy paliad.deadline_rules table through every write path on
RuleEditorService. Read paths stay on deadline_rules in B.2 — B.3
flips them and stops legacy writes.

* internal/services/dual_write.go (new) —
  - syncDualWriteFromDeadlineRule(ctx, tx, id): idempotent UPSERT of
    legal_sources + procedural_events + sequencing_rules from the
    just-written deadline_rules row. Pure SQL projection, no Go-side
    struct mapping. Synthetic-code mint expression is byte-identical
    to mig 136 ('null.' || first 8 hex of stripped uuid).
  - syncDeadlineDualLinks(ctx, tx, deadlineID): mirrors a deadline's
    legacy rule_id back-link onto deadlines.procedural_event_id +
    sequencing_rule_id. Handles NULL rule_id naturally (collapses both
    new columns to NULL).
  - CheckDualWriteDrift(ctx, conn): nine read-only count queries +
    integrity joins. Returns DualWriteDriftReport. HasDrift() bool for
    log routing.
  - StartDualWriteDriftCheckLoop(ctx, conn, interval): goroutine ticker
    that runs CheckDualWriteDrift every `interval` (default 6h) for
    the lifetime of ctx. Clean run logs at INFO; drift at WARN with
    full report.

* internal/services/rule_editor_service.go —
  - Create / UpdateDraft / CloneAsDraft / Publish / flipLifecycle
    each call syncDualWriteFromDeadlineRule(ctx, tx, id) after the
    deadline_rules mutation, before tx.Commit. Publish syncs BOTH the
    published draft AND the cloned-from peer it just archived as a
    cascade. The audit_reason already set via setAuditReasonTx
    propagates to the new-table writes (same TX, same session).

* internal/services/rule_editor_orphans.go —
  - ResolveOrphan calls syncDeadlineDualLinks after UPDATE
    paliad.deadlines SET rule_id = $1, so the parallel new columns
    follow the legacy back-link.

* internal/services/deadline_service.go —
  - DeadlineService.Update calls syncDeadlineDualLinks when
    input.RuleSet is true (auto/custom rule swap from t-paliad-258).

* cmd/server/main.go —
  - Spawns StartDualWriteDriftCheckLoop alongside CalDAV sync and
    reminder scanner. Inherits bgCtx so the goroutine stops on
    SIGTERM. Interval 6h.

* internal/services/dual_write_test.go (new) —
  - TestDualWrite_RuleEditorLifecycle: Create → UpdateDraft → Publish
    → Archive, asserts the new tables mirror at each step. Final
    CheckDualWriteDrift returns zero drift.
  - TestDualWrite_SyntheticCodeForNullSubmission: rule created with
    submission_code=NULL gets a 'null.<8hex>' procedural_events row
    matching mig 136's mint expression byte-for-byte.

Scope decisions documented in the commit:

- B.2 keeps read paths on deadline_rules. paliadin's "Read paths fall
  back to legacy" reads as "reads stay on legacy as the safety net
  while drift-check validates the new tables". B.3 swaps reads to
  new tables only AND stops writing to deadline_rules — that's a
  separate slice per the design's §5.2/§5.3 split.

- B.2 does NOT modify submission_drafts, projection_service, the
  Fristenrechner calculator, the SubmissionVarsService, the
  Schriftsätze list query, or any other reader. They keep reading
  deadline_rules unchanged. The new tables are populated in parallel
  for B.3's cutover.

- Audit triggers on deadline_rules continue to fire as before. The
  new tables have no audit triggers yet (a later slice can add
  parallel audit rows once the new tables are authoritative).

- Drift-check uses default 6h interval — short enough that a broken
  dual-write surfaces within the same business day, long enough that
  the count-COUNTs don't churn the pool. Override via the caller in
  cmd/server.

Hard rules followed:
- audit_reason set on every TX before any deadline_rules mutation
  (existing pattern; new-table writes share the same reason).
- No destructive op (B.2 is strictly additive in behaviour).
- New helpers idempotent (UPSERT ON CONFLICT DO UPDATE) — safe to
  call twice, safe to re-run after a partial failure.

Build + vet clean. TestMigrations_NoDuplicateSlot passes.
2026-05-26 17:49:48 +02:00

paliad

Paliad — all-in-one patent practice platform for HLC (formerly Hogan Lovells). Knowledge tools and Aktenverwaltung behind one sidebar.

  • Aktenverwaltung: Akten (matters), Fristen (deadlines), Termine (appointments) with CalDAV sync, Parteien, Dashboard. Office-scoped visibility with explicit collaborators.
  • Knowledge tools: Prozesskostenrechner (DE / UPC / EPA), Fristenrechner, Gebührentabellen, Patentglossar, Gerichtsverzeichnis, Checklisten, Link Hub, Downloads.

Domain: paliad.de (legacy: patholo.de, patholo.msbls.de). Repo: m/paliad on mgit.msbls.de.

Stack

  • Frontend: Bun + custom JSX/TSX renderer (no React), per-page client TS bundles, HTML-first forms
  • Backend: Go (net/http), sqlx for DB access
  • Migrations: golang-migrate/migrate/v4 with SQL files embedded via embed.FS; applied at server startup before the HTTP listener binds
  • Database: youpc Supabase Postgres, paliad schema. Office-scoped RLS (paliad.can_see_akte(akte_id)) — see docs/design-kanzlai-integration.md §2
  • Auth: Supabase password (cookie session, @hoganlovells.com / @hlc.* email gate)
  • CalDAV: hand-rolled iCal + minimal WebDAV client in internal/services/caldav_*.go; AES-GCM at rest for stored passwords
  • Hosting: Dokploy compose Zx147ycurfYagKRl_Zzyo on mlake

Database migrations

Migrations live in internal/db/migrations/ as NNN_description.up.sql + .down.sql pairs. They are embedded into the Go binary via embed.FS and applied automatically at server startup (before the HTTP listener binds) when DATABASE_URL is set.

The migration tracker is paliad.paliad_schema_migrations (not the default public.schema_migrations). This avoids a collision with other apps on the shared youpc Supabase instance — see the memory episode "paliad migration bootstrap collision with shared Postgres" for the incident that drove the change.

Current migrations (as of April 2026):

001_paliad_schema        schema + extensions
002_users                paliad.users (office, role, practice_group)
003_reference_tables     proceeding_types, deadline_rules, holidays
004_akten                paliad.akten with visibility columns
005_akten_children       parteien, fristen, termine, dokumente, akten_events, notizen
006_visibility           paliad.can_see_akte() function
007_rls_policies         RLS on every paliad table
008_seed_proceeding_types
009_seed_deadline_rules  32 UPC + 4 ZPO rules
010_seed_holidays        DE federal + UPC judicial vacations
011_feedback_tables      link_suggestions, checklisten_feedback, gerichte_feedback
012_fristenrechner_rules DB-backed rule set for /tools/fristenrechner
013_user_caldav_config   per-user CalDAV (encrypted) + sync log
014_checklist_instances  persisted checklist instances linkable to Akten

Add a new migration:

internal/db/migrations/015_<description>.up.sql
internal/db/migrations/015_<description>.down.sql

The down file is required and must reverse the up cleanly (verified by adding a one-off down test before merge).

To run migrations against a local Postgres:

docker run -d --name paliad-pg -e POSTGRES_PASSWORD=test -p 5432:5432 postgres:16-alpine
# bootstrap a mock auth schema (auth.users + auth.uid()) — required because
# the migrations reference Supabase-provided objects:
psql postgres://postgres:test@localhost:5432/postgres -f internal/db/devtools/mock_supabase_auth.sql
DATABASE_URL='postgres://postgres:test@localhost:5432/postgres?sslmode=disable' \
SUPABASE_URL=stub SUPABASE_ANON_KEY=stub \
go run ./cmd/server

Environment

Variable Required Purpose
PORT no (default 8080) HTTP listen port
SUPABASE_URL yes Supabase project URL (auth)
SUPABASE_ANON_KEY yes Supabase anon key (auth)
DATABASE_URL for Aktenverwaltung Direct Postgres conn for migrations + Akten/Fristen/Termine services. Knowledge-platform endpoints (Kostenrechner, Glossar, Links, Gebührentabellen, Checklisten, Gerichte, Downloads) don't use the pool and work without it. Aktenverwaltung endpoints return 503 if unset.
CALDAV_ENCRYPTION_KEY for CalDAV sync 32-byte AES-256 key, base64-encoded. Encrypts CalDAV passwords at rest (AES-GCM). Server fails fast on malformed key; if unset, CalDAV is silently disabled (/api/caldav-config returns 501). Generate with openssl rand -base64 32.
GITEA_TOKEN optional Gitea API token for the private file proxy (Downloads)
ANTHROPIC_API_KEY not used today Reserved for Phase H (AI Frist-Extraktion). Currently deferred — do not set.

Development

make build       # compile backend + frontend
make test        # run Go tests + frontend tests
go build ./...   # backend only
go vet ./...     # static checks
go test ./...    # Go tests
bun run build    # frontend only (produces frontend/dist/)

Project layout:

cmd/server/           # main entry point
internal/db/          # sqlx pool + embedded migrations
internal/services/    # AkteService, FristService, TerminService, CalDAV, ...
internal/handlers/    # HTTP handlers (pages + API)
internal/calc/        # Kostenrechner / Fristenrechner logic
frontend/             # Bun + TSX source; static HTML output to frontend/dist/
docs/                 # design docs + this roadmap

Deploy

Push to main → Gitea webhook → Dokploy auto-deploy on mlake.

Project status (April 2026)

Phases AG, I and J of the KanzlAI integration are shipped: schema, services, Akten, Fristen, Termine + CalDAV, Dashboard, Notizen service + UI (commit 5a9f8e5, 2026-04-17), and instanceable Checklisten (migration 014). Phase H (AI Frist extraction) is deferred pending a reversal of the "no Anthropic API" decision; the Dokumente tab on Akten detail is hidden until that lands. KanzlAI infra retirement (Dokploy shutdown, kanzlai schema drop, Gitea archive) is still pending.

See docs/feature-roadmap.md for the full backlog and docs/design-kanzlai-integration.md for the integration design.

Description
patholo.de — Patent knowledge sharing platform for HL colleagues
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