Design doc + Slice A backend per docs/design-approval-suggest-changes-2026-05-19.md.
m greenlit design 2026-05-20 09:35; hertz delivered Slice A 09:48.
- Design doc (2 commits) — full 8-Q decision table in §0a, implementation
sketch §3, slice plan §4. Two material divergences from inventor recs
captured: Q4 counter_payload jsonb (real counter-proposal, not just a
note) + Q6/Q7 counter-as-new-pending-request model.
- mig 103 — extend approval_requests.status CHECK to allow
'changes_requested' + add counter_payload jsonb + previous_request_id
uuid FK with partial index. Non-blocking (metadata-only).
- Service — SuggestChanges(ctx, requestID, callerID, counterPayload,
note) single tx: lock pending → guard no-op → close old row as
changes_requested → applyRevert (entity from pre_image) → deadlock-
check new (requester=caller, role) → INSERT new pending row →
re-apply counter to entity → emit *_approval_changes_suggested +
*_approval_requested events. 3-layer self-approval guard intact.
- Handler — POST /api/approval-requests/{id}/suggest-changes with
full error mapping (400 suggestion_requires_change /
invalid_counter_payload, 403 self_approval_blocked / not_authorized,
404, 409 request_not_pending / no_qualified_approver).
- Tests — 8 service tests (real-DB) covering happy path, no-op guard,
self-approval block, request-not-pending, deadlock on new row,
counter_payload validation. 2 handler tests for error mapping.
Migration dry-run validated against live youpc paliad schema
(BEGIN; ALTER...; ROLLBACK). Build + tests green.
Slice B (frontend modal + 4th button + status pill + i18n) and
Slice C (Verlauf integration) remain.
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),sqlxfor DB access - Migrations:
golang-migrate/migrate/v4with SQL files embedded viaembed.FS; applied at server startup before the HTTP listener binds - Database: youpc Supabase Postgres,
paliadschema. Office-scoped RLS (paliad.can_see_akte(akte_id)) — seedocs/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_Zzyoon 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 A–G, 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.