paliad/internal/db/migrations/045_epa_gap_fill.up.sql

-- t-paliad-131 Phase B5: EPA gap-fill.
--
-- Three concerns:
--
-- 1. Existing EPA anchor bug. Both epa_opp.grant and epa_app.entsch
--    are anchor rows ("the trigger date is the grant publication" /
--    "the trigger is the service of the appealable decision") but were
--    seeded with party='court' + event_type='decision'. The
--    calculator's isCourtDeterminedRule(r) returns true for that
--    combo → those rows render as IsCourtSet (no date), which then
--    propagates IsCourtSet to every downstream rule that chains off
--    them. As a result, EPA_OPP today shows "court-set" for
--    Einspruchsfrist / Erwiderung etc. instead of computed dates.
--    Fix: change anchor rows to party='both' + event_type='filing' so
--    they render as IsRootEvent — matches the convention used for
--    DE_INF_OLG / DE_INF_BGH / DE_NULL_BGH / DPMA_BPATG_BESCHWERDE /
--    DPMA_BGH_RB anchors landed in PR-3/4/5.
--
-- 2. Existing EPA_OPP appeal-phase parent bug. epa_opp.beschwerde +
--    beschwerde_begr currently have parent_id=NULL → they compute from
--    triggerDate (= grant publication), which is wrong: the appeal
--    period runs from service of the OPPOSITION decision, not from
--    grant. Re-parent them on epa_opp.entsch.
--
-- 3. Coverage gap-fill per design §5.3:
--    - R.79(2)/(3) EPC: Stellungnahmen weiterer Beteiligter im
--      Einspruch — court-set
--    - R.116(1) EPC: 1-Monats-Frist vor mündlicher Verhandlung für
--      letzte Schriftsätze — court-set (EPA sets the absolute date when
--      summoning, this rule guarantees ≥1 month of preparation)
--    - Art.112a EPÜ + R.106 EPC: Antrag auf Überprüfung der
--      Beschwerdekammerentscheidung beim Großen Beschwerdekammer —
--      2 Monate ab Zustellung der Entscheidung
--
-- Three new concepts (UPC/EPC-native → EN slugs):
--   r79-stellungnahme, r116-eingaben, petition-for-review
-- Plus reuse existing decision/oral-hearing/notice-of-appeal etc.

-- ============================================================================
-- 1. Fix anchor convention on existing EPA_OPP / EPA_APP / EP_GRANT
-- ============================================================================

UPDATE paliad.deadline_rules
   SET primary_party = 'both',
       event_type    = 'filing',
       deadline_notes    = 'Veröffentlichung der Patenterteilung im EPA-Patentblatt — Trigger für die 9-Monats-Einspruchsfrist (Art. 99(1) EPÜ).',
       deadline_notes_en = 'Publication of the patent grant in the EPO Bulletin — trigger for the 9-month opposition period (Art. 99(1) EPC).'
 WHERE proceeding_type_id = (SELECT id FROM paliad.proceeding_types WHERE code = 'EPA_OPP')
   AND code = 'epa_opp.grant';

UPDATE paliad.deadline_rules
   SET primary_party = 'both',
       event_type    = 'filing',
       name              = 'Zustellung der Beschwerdeentscheidung',
       name_en           = 'Service of Decision under Appeal',
       deadline_notes    = 'Zustellung der angegriffenen Entscheidung der Einspruchs- oder Prüfungsabteilung — Trigger für die 2-Monats-Beschwerdefrist (Art. 108 EPÜ).',
       deadline_notes_en = 'Service of the decision under appeal (from the Opposition or Examining Division) — trigger for the 2-month appeal period (Art. 108 EPC).'
 WHERE proceeding_type_id = (SELECT id FROM paliad.proceeding_types WHERE code = 'EPA_APP')
   AND code = 'epa_app.entsch';

-- ============================================================================
-- 2. Fix EPA_OPP appeal-phase parent: should chain off entsch, not trigger
-- ============================================================================

UPDATE paliad.deadline_rules
   SET parent_id = (
        SELECT dr.id FROM paliad.deadline_rules dr
        JOIN paliad.proceeding_types pt ON pt.id = dr.proceeding_type_id
        WHERE pt.code = 'EPA_OPP' AND dr.code = 'epa_opp.entsch'
       )
 WHERE proceeding_type_id = (SELECT id FROM paliad.proceeding_types WHERE code = 'EPA_OPP')
   AND code IN ('epa_opp.beschwerde', 'epa_opp.beschwerde_begr');

-- ============================================================================
-- 3. Fix EPA_APP.erwidg modelling
-- ============================================================================
--
-- Today: parent_id=NULL, duration=0, party=both, event=filing →
-- IsRootEvent → emits trigger date as "Erwiderung". Wrong: the
-- Beschwerdeerwiderung is a real submission per Art. 12(1)(c) RPBA 2020,
-- typical 4 months from service of the Statement of Grounds.

UPDATE paliad.deadline_rules
   SET name              = 'Beschwerdeerwiderung',
       name_en           = 'Response to Statement of Grounds',
       parent_id         = (
            SELECT dr.id FROM paliad.deadline_rules dr
            JOIN paliad.proceeding_types pt ON pt.id = dr.proceeding_type_id
            WHERE pt.code = 'EPA_APP' AND dr.code = 'epa_app.begr'
           ),
       duration_value    = 4,
       duration_unit     = 'months',
       primary_party     = 'both',
       event_type        = 'filing',
       rule_code         = 'RPBA Art. 12',
       legal_source      = 'EU.RPBA.12.1.c',
       deadline_notes    = 'Erwiderung der anderen Verfahrensbeteiligten auf die Beschwerdebegründung — typischerweise 4 Monate ab Zustellung der Begründung (Art. 12(1)(c) RPBA 2020). Kammer kann andere Frist setzen.',
       deadline_notes_en = 'Response by other parties to the Statement of Grounds of Appeal — typically 4 months from service of the grounds (Art. 12(1)(c) RPBA 2020). The Board may set a different period.'
 WHERE proceeding_type_id = (SELECT id FROM paliad.proceeding_types WHERE code = 'EPA_APP')
   AND code = 'epa_app.erwidg';

-- ============================================================================
-- 4. New concepts (UPC/EPC-native → EN slugs)
-- ============================================================================

INSERT INTO paliad.deadline_concepts (slug, name_de, name_en, description, aliases, party, category, sort_order) VALUES
    ('r79-further-stellungnahme', 'Stellungnahme weiterer Beteiligter', 'Further-Party Submission (R.79)',
        'Stellungnahmen anderer Verfahrensbeteiligter im EPA-Einspruchsverfahren (R. 79(2) und R. 79(3) EPÜ) — vom EPA gesetzte Frist.',
        ARRAY['Stellungnahme weiterer Beteiligter', 'further party submission', 'R79 submission'],
        'both', 'submission', 43),
    ('r116-final-submissions',    'Eingaben vor mündl. Verhandlung',     'Final Written Submissions before Oral Proceedings (R.116)',
        'Letzte schriftliche Eingaben vor der mündlichen Verhandlung (R. 116(1) EPÜ) — vom EPA mindestens 1 Monat vor der mündl. Verhandlung gesetzt.',
        ARRAY['R116 submissions', 'R 116', 'final submissions oral hearing', 'Eingaben mündliche Verhandlung'],
        'both', 'submission', 44),
    ('petition-for-review',       'Antrag auf Überprüfung',              'Petition for Review (Art. 112a EPC)',
        'Antrag auf Überprüfung der Entscheidung der Beschwerdekammer durch die Große Beschwerdekammer (Art. 112a EPÜ) — 2 Monate ab Zustellung der Entscheidung. Beschränkt auf Verfahrensmängel.',
        ARRAY['Antrag auf Überprüfung', 'petition for review', 'Art. 112a EPÜ', 'Große Beschwerdekammer'],
        'both', 'submission', 45)
ON CONFLICT (slug) DO UPDATE SET
    name_de       = EXCLUDED.name_de,
    name_en       = EXCLUDED.name_en,
    description   = EXCLUDED.description,
    aliases       = EXCLUDED.aliases,
    party         = EXCLUDED.party,
    sort_order    = EXCLUDED.sort_order,
    updated_at    = now();

-- Backfill concept_id on the existing fixed epa_app.erwidg
UPDATE paliad.deadline_rules
   SET concept_id = (SELECT id FROM paliad.deadline_concepts WHERE slug = 'response-to-appeal')
 WHERE proceeding_type_id = (SELECT id FROM paliad.proceeding_types WHERE code = 'EPA_APP')
   AND code = 'epa_app.erwidg';

-- ============================================================================
-- 5. New rules — EPA_OPP gets R.79(2/3) + R.116
-- ============================================================================

INSERT INTO paliad.deadline_rules (
    proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type,
    is_mandatory, duration_value, duration_unit, timing, rule_code, deadline_notes, deadline_notes_en,
    sequence_order, condition_flag, concept_id, legal_source, is_spawn, is_active
)
SELECT
    pt.id, parent_rule.id, new.code, new.name, new.name_en, new.primary_party, new.event_type,
    false, new.duration_value, new.duration_unit, 'after', new.rule_code, new.deadline_notes, new.deadline_notes_en,
    new.sequence_order, NULL,
    (SELECT id FROM paliad.deadline_concepts WHERE slug = new.concept_slug),
    new.legal_source, false, true
FROM (VALUES
    ('epa_opp.erwidg', 'epa_opp.r79_further', 'Stellungnahme weiterer Beteiligter', 'Further-Party Submission',
        'both', 'filing', 0, 'months', 'R. 79 EPÜ',
        'Stellungnahmen anderer Verfahrensbeteiligter (R. 79(2), R. 79(3) EPÜ) — vom EPA gesetzte Frist nach der Erwiderung des Patentinhabers.',
        'Submissions by other parties to opposition proceedings (R. 79(2)/(3) EPC) — EPO-set deadline following the proprietor''s response.',
        25, 'r79-further-stellungnahme', 'EU.EPC-R.79.2'),
    ('epa_opp.entsch', 'epa_opp.r116',        'Eingaben vor mündl. Verhandlung', 'Final Written Submissions before Oral Proceedings',
        'both', 'filing', 0, 'months', 'R. 116 EPÜ',
        'Letzte schriftliche Eingaben mindestens 1 Monat vor der mündlichen Verhandlung (R. 116(1) EPÜ) — die EPA-Einspruchsabteilung setzt das genaue Datum mit der Ladung.',
        'Final written submissions at least 1 month before the oral proceedings (R. 116(1) EPC) — the EPO Opposition Division sets the exact date when issuing the summons.',
        28, 'r116-final-submissions',    'EU.EPC-R.116.1')
) AS new(parent_code, code, name, name_en, primary_party, event_type, duration_value, duration_unit, rule_code, deadline_notes, deadline_notes_en, sequence_order, concept_slug, legal_source)
JOIN paliad.proceeding_types pt ON pt.code = 'EPA_OPP'
JOIN paliad.deadline_rules    parent_rule ON parent_rule.proceeding_type_id = pt.id AND parent_rule.code = new.parent_code;

-- ============================================================================
-- 6. New rules — EPA_APP gets R.116 + Art.112a Petition for Review
-- ============================================================================

INSERT INTO paliad.deadline_rules (
    proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type,
    is_mandatory, duration_value, duration_unit, timing, rule_code, deadline_notes, deadline_notes_en,
    sequence_order, condition_flag, concept_id, legal_source, is_spawn, is_active
)
SELECT
    pt.id, parent_rule.id, new.code, new.name, new.name_en, new.primary_party, new.event_type,
    false, new.duration_value, new.duration_unit, 'after', new.rule_code, new.deadline_notes, new.deadline_notes_en,
    new.sequence_order, NULL,
    (SELECT id FROM paliad.deadline_concepts WHERE slug = new.concept_slug),
    new.legal_source, false, true
FROM (VALUES
    ('epa_app.oral',     'epa_app.r116',  'Eingaben vor mündl. Verhandlung', 'Final Written Submissions before Oral Proceedings',
        'both', 'filing',  0, 'months', 'R. 116 EPÜ',
        'Letzte schriftliche Eingaben mindestens 1 Monat vor der mündlichen Verhandlung der Beschwerdekammer (R. 116(1) EPÜ i.V.m. Art. 13 RPBA). Kammer setzt genaues Datum mit Ladung.',
        'Final written submissions at least 1 month before the oral proceedings of the Board of Appeal (R. 116(1) EPC read with Art. 13 RPBA). The Board sets the exact date in the summons.',
        35, 'r116-final-submissions', 'EU.EPC-R.116.1'),
    ('epa_app.entsch2',  'epa_app.r106',  'Antrag auf Überprüfung',          'Petition for Review',
        'both', 'filing',  2, 'months', 'Art. 112a EPÜ',
        'Antrag auf Überprüfung der Beschwerdekammerentscheidung durch die Große Beschwerdekammer (Art. 112a EPÜ, R. 106-109 EPÜ) — 2 Monate ab Zustellung der Entscheidung. Beschränkt auf Verfahrensmängel.',
        'Petition for review of the Board of Appeal''s decision by the Enlarged Board of Appeal (Art. 112a EPC, R. 106-109 EPC) — 2 months from service of the decision. Limited to procedural defects.',
        60, 'petition-for-review',    'EU.EPÜ.112a')
) AS new(parent_code, code, name, name_en, primary_party, event_type, duration_value, duration_unit, rule_code, deadline_notes, deadline_notes_en, sequence_order, concept_slug, legal_source)
JOIN paliad.proceeding_types pt ON pt.code = 'EPA_APP'
JOIN paliad.deadline_rules    parent_rule ON parent_rule.proceeding_type_id = pt.id AND parent_rule.code = new.parent_code;