mAi 4cd28bc896 feat(db): mig 152 — dedupe identical sequencing_rule clones (5 archived) (t-paliad-321 / m/paliad#144 follow-up)
Mig 151 (t-paliad-319) archived 5 of 6 duplicate procedural_events for
"Mängelbeseitigung / Zahlung" and reparented their sequencing_rules
onto the canonical PE. The 6 sequencing_rules themselves were left
active — and they are byte-for-byte clones (proceeding_type_id=NULL,
rule_code=NULL, duration 14d, primary_party=NULL, condition_expr=NULL,
…). The admin shows six indistinguishable rows for one legal concept.

This migration archives 5 of 6, keeping the row with the
lexicographically lowest UUID as canonical.

Pre-write verification (Supabase MCP, 2026-05-26):
- Exactly 1 clone-group surfaces under the full-signature query
  (procedural_event_id, proceeding_type_id, rule_code, duration_*,
  primary_party, condition_expr::text, trigger_event_id, alt_*,
  anchor_alt, combine_op, parent_id, is_spawn, spawn_*):
  6 "Mängelbeseitigung / Zahlung" rows.
- 0 paliad.deadlines reference any of the 5 to-be-archived rows
  (verified via deadlines.sequencing_rule_id JOIN; rule_id column
  was dropped in mig 140 / Slice B.4).
- Other name-duplicates (Antrag auf Patentänderung×4, Beginn des
  Hauptsacheverfahrens×2, Berufungsbegründung-R.220.1×2,
  Berufungsschrift-R.220.1×2) do NOT collapse under this signature —
  their proceeding_type_id / rule_code / duration / primary_party
  differ. Legitimately distinct rules per proceeding. This mig
  leaves them alone.

Migration shape (mirrors mig 151):
1. Build dedupe mapping (duplicate_id → canonical_id) into a
   ROW_NUMBER() OVER (PARTITION BY full-signature ORDER BY
   created_at, id::text) TEMP table.
2. PRE NOTICE: surface every clone-group with its canonical + dups
   so the deploy log shows what's about to be touched (m may want
   to spot-check).
3. Snapshot the duplicates into paliad.sequencing_rules_pre_152
   (precedent pre_091/093/095/098/140/151).
4. Reparent paliad.deadlines.sequencing_rule_id duplicate → canonical
   BEFORE archiving (defensive no-op today).
5. set_config('paliad.audit_reason', …) — defensive; sequencing_rules
   has no audit trigger yet (mig 151 §scope verified), but a future
   trigger would inherit the reason automatically.
6. UPDATE sequencing_rules SET is_active=false,
   lifecycle_state='archived' WHERE id IN dups.
7. POST assertions: expected archive count met, zero clone groups
   remaining in active+published, zero live deadlines pointing at
   an archived sequencing_rule. RAISE EXCEPTION on any mismatch.

Down: best-effort revert (flips archived → published from snapshot).
Doesn't undo the deadlines reparent (live data didn't need one;
snapshot doesn't carry pre-state of deadlines).

Build + vet clean. TestMigrations_NoDuplicateSlot passes.
2026-05-26 21:21:38 +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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