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feat(db,services): Slice B.4 destructive drop — paliad.deadline_rules retired, INSTEAD OF triggers on view route writes (mig 140, t-paliad-305 / m/paliad#93)
Drops the legacy paliad.deadline_rules table after 3 weeks of dual-write
shadowing (mig 136 → B.2 dual-write → B.3 read cutover via view). The
new tables — paliad.procedural_events, paliad.sequencing_rules,
paliad.legal_sources — are the sole source of truth from this commit
forward.

Pre-flip drift verified clean against prod:
  deadline_rules=231 == sequencing_rules=231 == procedural_events=231
  legal_sources=87
  missing_sr=0, orphaned_sr=0, mismatched_lifecycle=0

* internal/db/migrations/140_drop_deadline_rules.up.sql (new) —
  Single TX, audit-first:
  1. CREATE TABLE paliad.deadline_rules_pre_140 AS TABLE paliad.deadline_rules
     (precedent migs 091/093/095/098 — snapshot in same TX as destructive op).
  2. Final reconciliation UPDATE on paliad.deadlines (no-op when
     drift is already 0; defensive against last-minute writes).
  3. DROP TRIGGER deadline_rules_audit_aiud.
  4. Re-point FKs to sequencing_rules:
     - paliad.appointments.deadline_rule_id → paliad.sequencing_rules(id)
     - paliad.deadline_rule_backfill_orphans.resolved_rule_id → paliad.sequencing_rules(id)
     (the id values are identical — sr.id inherited dr.id at mig 136.)
  5. DROP COLUMN paliad.deadlines.rule_id.
  6. DROP TABLE paliad.deadline_rules.
  7. CREATE INSTEAD OF INSERT + INSTEAD OF UPDATE triggers on
     paliad.deadline_rules_unified. Triggers route writes into the
     three new tables in the same TX, preserving the legacy column
     shape on the wire so RuleEditorService SQL only needs a
     table-name swap, not a structural rewrite. Synthetic-code mint
     expression is byte-identical to mig 136 + the B.2 dual-write
     helper. POST assertions confirm the table is gone, the column
     is gone, and the snapshot matches.

  Trigger design notes (1:N caveat documented in-trigger):
  - PE identity columns (code, name, name_en, description, event_kind,
    primary_party_default, legal_source_id, concept_id) mirror from
    the writing sequencing-rule.
  - PE lifecycle columns (lifecycle_state, published_at, is_active)
    deliberately do NOT mirror — a draft sequencing-rule cloned from
    a published source shares the source's PE; we don't want the
    clone's 'draft' lifecycle to leak back onto the source's PE.
    Practical bound today (1:1 corpus); explicit comment in-trigger
    for the eventual 1:N pattern.

* internal/db/migrations/140_drop_deadline_rules.down.sql (new) —
  Best-effort restore from the snapshot. Triggers / indexes /
  CHECK constraints from historical migrations are NOT replayed;
  operator must reapply 078/079/091/095/098/122/128/134/135 to
  bring the restored table to working shape. The down path is for
  catastrophic recovery, not casual revert.

* internal/services/rule_editor_service.go —
  Six syncDualWriteFromDeadlineRule(...) calls removed (the
  INSTEAD OF triggers now do the fan-out). Five
  INSERT/UPDATE paliad.deadline_rules statements (Create,
  UpdateDraft, CloneAsDraft INSERT+SELECT, Publish, peer-archive,
  flipLifecycle) renamed to paliad.deadline_rules_unified —
  trigger handles the routing.

* internal/services/rule_editor_orphans.go — ResolveOrphan no
  longer writes deadlines.rule_id (column dropped). Sets
  sequencing_rule_id directly + derives procedural_event_id from
  the matching sequencing_rules row in the same UPDATE statement.

* internal/services/deadline_service.go — deadlineColumns now
  lists sequencing_rule_id (Deadline.RuleID still binds to it via
  the db tag rename below). Update path's appendSet("rule_id",…)
  flipped to appendSet("sequencing_rule_id",…) and post-write
  derivation moved to the renamed syncDeadlineProceduralEventID
  helper.

* internal/services/projection_service.go,
  internal/services/submission_vars.go — `WHERE rule_id = $X`
  reads on paliad.deadlines flipped to sequencing_rule_id.

* internal/models/models.go — Deadline.RuleID db tag changed from
  "rule_id" to "sequencing_rule_id". Field name + JSON name kept
  for backward compat with the frontend and existing Go callers;
  semantic value is identical (same UUID).

* internal/services/dual_write.go — Massively trimmed.
  Removed: syncDualWriteFromDeadlineRule, syncDeadlineDualLinks,
  CheckDualWriteDrift, DualWriteDriftReport, HasDrift,
  StartDualWriteDriftCheckLoop. All referenced
  paliad.deadline_rules which no longer exists.
  Kept (renamed): syncDeadlineProceduralEventID — derives
  procedural_event_id from sequencing_rule_id after any
  DeadlineService.Update that touched the back-link.

* cmd/server/main.go — Removed the StartDualWriteDriftCheckLoop
  bootstrap call (and its `time` import that only that call
  needed). Comment notes the retirement.

* internal/services/dual_write_test.go — Removed the final
  CheckDualWriteDrift assertion in
  TestDualWrite_RuleEditorLifecycle (function deleted). The
  per-step asserts against procedural_events / sequencing_rules
  / legal_sources cover the same contract by direct query.

Hard rules followed:
- Audit-first: snapshot precedes destructive ops in the same TX.
- No silent data loss: pre-drop drift was zero; snapshot captures
  the final state; FK re-points use identical UUIDs.
- INSTEAD OF triggers documented in mig 140 — single source of
  truth for the legacy→new mapping.
- Down migration is honest about its scope (catastrophic recovery
  only).

Build + vet clean. TestMigrations_NoDuplicateSlot passes. Live-DB
tests skipped (no TEST_DATABASE_URL in this env) — they'll exercise
the full mig 140 + INSTEAD OF triggers in CI.
2026-05-26 19:53:24 +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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