Files
paliad/internal/db/migrations/112_client_role_rework.up.sql
mAi ea0715a8c7 feat(projects): t-paliad-222 — Client Role + auto-derived project codes
Implements m/paliad#47 (Client Role rework) + m/paliad#50 (auto-derived
project codes from the ancestor tree) in one shift.

Migrations:
- mig 112_client_role_rework: widen paliad.projects.our_side CHECK to
  seven sub-roles (claimant / defendant / applicant / appellant /
  respondent / third_party / other); drop legacy 'court' / 'both'
  and backfill rows to NULL (no-op on prod, defensive on staging).
- mig 113_projects_opponent_code: add paliad.projects.opponent_code
  text on litigation rows (slug pattern [A-Z0-9-]{1,16}); used as
  the middle segment when assembling auto-derived project codes.

Backend:
- internal/services/project_code.go — new package-level helpers
  BuildProjectCode (single row) + PopulateProjectCodes (bulk, one
  CTE-based round-trip). Walks the existing paliad.projects.path
  ltree; custom paliad.projects.reference on the target wins.
- Wired into ProjectService.List, GetByID, ListAncestors, GetTree,
  LoadCounterclaimChildrenVisible, BuildTreeWithOptions — every
  service entry-point that returns []models.Project / *models.Project
  populates .Code before returning.
- Models: Project.OurSide doc widened; new Project.OpponentCode
  (db:"opponent_code") and Project.Code (db:"-", projection-only).
- CreateProjectInput / UpdateProjectInput accept OpponentCode;
  validateOpponentCode + nullableOpponentCode mirror our_side helpers.
- validateOurSide widens to the seven sub-roles; legacy 'court' /
  'both' rejected at the service layer with a clear error before
  the DB CHECK fires.
- derivedCounterclaimOurSide CCR flip widened: applicant ↔ respondent,
  appellant → respondent; third_party / other / NULL pass through.
- submission_vars: project.code added to the placeholder bag.
  ourSideDE / ourSideEN now use the gender-neutral "-Seite" /
  "-Partei" suffix shape (Klägerseite / Antragstellerseite / ...);
  better legal-prose default for a B2B patent practice, matches the
  form labels which already used this shape (cf. head's soft-note on
  Q4).

Frontend:
- ProjectFormFields: opponent_code on a new projekt-fields-litigation
  block (hidden by default, shown when type=litigation); our_side
  moved into projekt-fields-case and re-labelled "Client Role" /
  "Mandantenrolle" with three <optgroup>s + seven options.
- project-form.ts: showFieldsForType toggles the new litigation
  block; readPayload / prefillForm wire opponent_code; our_side
  is now only emitted for type=case.
- fristenrechner: ourSideToPerspective widened to the seven sub-roles
  (Active→claimant, Reactive→defendant, Other→null). ProjectOption
  type literal updated.
- i18n.ts: new projects.field.client_role.* and
  projects.field.opponent_code.* keys (DE+EN). Legacy
  projects.field.our_side.* keys stay one release for cached
  bundles + Verlauf event-history rendering of the new sub-roles.

Tests:
- TestProjectCodeSegment, TestAssembleProjectCode, TestPatentLast3,
  TestSanitizeClientShort, TestProceedingTail, TestValidateOpponentCode,
  TestValidateOurSideSubRoles pin the new pure helpers.
- TestOurSideTranslations widened to the seven sub-roles + new
  prose shape; 'court'/'both' arms now return "" (legacy rejected).
- TestDerivedCounterclaimOurSide widened to the new flip map.

Migration slot history (this branch was rebumped twice on 2026-05-20):
mig 110 was claimed by m/paliad#51 (project_type_other, euler);
mig 111 was claimed by m/paliad#48 (project_admin_and_select, gauss).
Final slots 112 / 113.

go build && go test ./internal/... && cd frontend && bun run build
all clean.
2026-05-20 14:55:55 +02:00

52 lines
2.0 KiB
PL/PgSQL

-- mig 112 — t-paliad-222 / m/paliad#47 — Client Role rework.
--
-- Widens paliad.projects.our_side CHECK to seven sub-role values and
-- drops the legacy 'court' / 'both' entries. The DB column name stays
-- as 'our_side' (UI label changes only — see design doc §2.2 Q1).
--
-- New allowed sub-roles, grouped at display time:
-- Active (we initiate) : claimant, applicant, appellant
-- Reactive (we defend) : defendant, respondent
-- Third Party / Other : third_party, other
-- NULL : unknown / not set
--
-- Backfill: any rows still on 'court' / 'both' fall back to NULL.
-- Verified 2026-05-20: all 12 production rows are NULL, so this is
-- a no-op on prod; the UPDATE runs defensively for staging / test
-- fixtures that may carry the legacy values.
--
-- Idempotent so re-runs against a partially-applied state stay safe.
BEGIN;
-- 1. Backfill any 'court' / 'both' rows to NULL.
UPDATE paliad.projects
SET our_side = NULL
WHERE our_side IN ('court', 'both');
-- 2. Swap the CHECK constraint for the widened sub-role set.
ALTER TABLE paliad.projects
DROP CONSTRAINT IF EXISTS projects_our_side_check;
ALTER TABLE paliad.projects
ADD CONSTRAINT projects_our_side_check
CHECK (our_side IS NULL OR our_side IN (
'claimant', 'defendant',
'applicant', 'appellant',
'respondent',
'third_party', 'other'
));
COMMENT ON COLUMN paliad.projects.our_side IS
'Which side the firm represents on this case project (renamed in '
'the UI to "Client Role" / "Mandantenrolle" — t-paliad-222 / '
'm/paliad#47). Allowed sub-roles, grouped at display time: Active '
'(claimant, applicant, appellant); Reactive (defendant, '
'respondent); Third Party / Other (third_party, other). NULL = '
'unknown. The form hides the field on non-case project types. '
'Drives the Fristenrechner Determinator perspective chip — Active '
'group → claimant-perspective, Reactive → defendant-perspective, '
'Third Party / Other → null (chip free-pick).';
COMMIT;