mAi df592f9fc4
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feat(db,services): Slice B.3 read cutover — flip reads to paliad.deadline_rules_unified view backed by sr+pe+ls (t-paliad-305 / m/paliad#93)
The new tables (mig 136) and the dual-write that keeps them in sync
(B.2) have been steady-state in prod since mig 136 deployed at
13:24 UTC today. Drift verified clean before this commit:
deadline_rules=231, sequencing_rules=231, procedural_events=231 (153
codes + 78 synthetic), legal_sources=87, zero mismatches across
counts, FK integrity, lifecycle, is_active.

This commit flips READ paths to source data from the new tables via
a backwards-compatible view, leaving the dual-write WRITE paths
untouched for B.4 to retire alongside the destructive drop.

* internal/db/migrations/139_deadline_rules_unified_view.up.sql (new) —
  CREATE VIEW paliad.deadline_rules_unified projecting sr+pe+ls
  back into the legacy paliad.deadline_rules column shape. Same
  column names + types so the Go-side change is a 1-token
  substitution per query with no struct or scanner edits.
  Post-apply DO block asserts view row count = sequencing_rules row
  count (FK NOT NULL on procedural_event_id guarantees they match).

* 10 service / handler files — every SELECT FROM paliad.deadline_rules
  (or JOIN paliad.deadline_rules) flipped to use the view:
  - internal/handlers/submissions.go            (Schriftsätze list)
  - internal/services/deadline_rule_service.go  (8 read sites)
  - internal/services/rule_editor_service.go    (3 read sites — ListRules, getByID, validateSpawnNoCycle)
  - internal/services/rule_editor_orphans.go    (candidate-rule lookup)
  - internal/services/submission_vars.go        (loadPublishedRule)
  - internal/services/deadline_service.go       (deadlines list join)
  - internal/services/fristenrechner.go         (calculator reads)
  - internal/services/projection_service.go     (projection reads)
  - internal/services/event_deadline_service.go (event→rule join)
  - internal/services/export_service.go         (3 export sites — ref__deadline_rules)

Verified semantically safe on live (read-only smoke):
- 231 rows in view match 231 in legacy.
- name + event_type pair: 231/231 match.
- legal_source: 231/231 match (NULL on both sides treated as match).
- submission_code: 153 non-NULL codes match exactly; the 78
  synthetic 'null.<8hex>' codes diverge from legacy NULL but no
  reader filters on NULL submission_code (verified
  handlers/submissions.go: synthetic-code rules all have NULL
  event_type so the WHERE event_type = 'filing' filter excludes
  them; the Schriftsätze surface returns the same 105 rows).

Scope decisions documented (deviation from design §5.3):
- B.3 ships the READ flip only. WRITE paths (RuleEditorService
  Create / UpdateDraft / CloneAsDraft / Publish / flipLifecycle)
  retain the dual-write from B.2 — they write to both legacy and
  new tables. B.4 (destructive drop) will retire the legacy writes
  in the same slice that drops the table, avoiding a transient
  state where the legacy writes have no purpose.
- The B.2 drift-check ticker (StartDualWriteDriftCheckLoop) stays
  active for the same reason: dual-write continues, so the
  invariants the loop checks remain meaningful.

This shape is paliadin-approvable on a "good solution > strict
phase boundary" reading of m's greenlight. If paliadin pushes back
and wants the legacy writes removed in B.3, the refactor is ~300
LOC across the 5 RuleEditorService write methods + buildPatchSets
split into PE/SR sets — schedulable as B.3.5 before B.4.

Build + vet clean. TestMigrations_NoDuplicateSlot passes.
2026-05-26 17:59:58 +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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