mAi 5cff38ff3c
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feat(deadlines): mig 138 backfill applies_to_target — Schadensbemessung (merits) + Bucheinsicht (order)
After Slice B1's Berufung unification (mig 134), the picker exposed
five appeal targets but only three carried rules. Schadensbemessung and
Bucheinsicht returned empty timelines.

m's 2026-05-26 decision (#134): R.224 is uniform across substantive
R.118 decisions, and R.220.2 / R.224.2.b / R.235.2 / R.237 / R.238.2 are
uniform across the orders they appeal — so the existing merits-track
and order-track rules can carry the missing targets via a non-destructive
applies_to_target extension.

Audit of live `paliad.deadline_rules` for upc.apl.unified (proceeding_type_id=160):
- 7 endentscheidung rules → extend with 'schadensbemessung'
- 7 anordnung rules        → extend with 'bucheinsicht'
- 2 kostenentscheidung rules — untouched (distinct leave-to-appeal track)

Migration:
- set_config('paliad.audit_reason', …) at top of UP and DOWN — required
  by the mig 079 deadline_rule_audit_trigger on every UPDATE.
- Audit-first DO block lists every row to be touched (pre/post state)
  and RAISE EXCEPTIONs on pre-condition drift (missing proceeding_type,
  wrong rule counts, partial-run carry-over of the new targets).
- Two narrow UPDATEs keyed off upc.apl.unified + existing target +
  absence of new target.
- Post-sanity asserts schad=7, buch=7, end=7, anord=7, cost=2 — hard
  RAISE EXCEPTION on any drift.
- DOWN strips both new targets via array_remove with the same WHERE.
- No deadline_rules.updated_at writes; column exists but the migration
  is single-purpose and leaves it as-is.

Dry-run via Supabase MCP confirmed:
- UP yields {schad:7, buch:7, end:7, anord:7, cost:2} on prod.
- DOWN restores {schad:0, buch:0, end:7, anord:7, cost:2}.
- DB returned to pre-state; the real golang-migrate boot path will
  apply 138 cleanly at next deploy.

Version bump 137→138: cronus's mig 137 (proceeding_role_labels, #132)
merged to main while this branch was in flight. Rebased onto current
main, renamed files, rewrote all "mig 137" references inside the SQL +
test code.

Test:
- lookup_events_test.go: the schadensbemessung empty-result assertion
  becomes the inverse (rules expected). Adds a parallel bucheinsicht
  assertion. Same anchor-row shape check as the existing endentscheidung
  case (DepthFromAnchor=1, target ∈ AppliesToTarget, proceeding_type
  = upc.apl.unified).
- `go test ./...` green post-rebase, including pkg/litigationplanner/
  appeal_target_label_test.go added by cronus's mig 137.

Refs: m/paliad#134, t-paliad-303.
Lessons applied from mig 134 hotfixes: audit_reason set_config, no
updated_at writes, audit live DB before drafting, RAISE EXCEPTION on
integrity violations.
2026-05-26 15:43:36 +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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