mAi 72b64140e9 mAi: #83 - approval withdraw warning modal + edit-instead path
t-paliad-252. Replace the silent confirm()-then-DELETE with a three-path
warning modal: Cancel / Edit event (primary) / Withdraw and delete
(destructive). The edit-instead path lets the requester revise the
in-flight entity without withdrawing the approval request.

Backend — new service method + endpoint
- ApprovalService.EditPendingEntity(requestID, callerID, fields):
  - validates caller == requested_by AND status = pending
  - reuses the existing wider counter-allowlist (buildCounterSetClauses
    from SuggestChanges) — every editable field on the entity, not just
    the date triggers
  - applies the field updates to the entity row via applyEntityUpdate
    (including the event_type_ids junction rewrite for deadlines)
  - merges new fields into approval_requests.payload (jsonb) so the
    approver inbox sees what was revised
  - emits a distinct *_approval_edited_by_requester project_event so the
    Verlauf surfaces the revision separately from the original *_requested
    row and any decision row
  - request stays pending; entity.approval_status stays pending
- POST /api/approval-requests/{id}/edit-entity
  - Body: {"fields": {<entity-shape>}}
  - Errors reuse the existing mapApprovalError mapping:
    400 suggestion_requires_change, 403 not_authorized,
    404, 409 request_not_pending
- Distinguishing audit event types per the spec:
  - destructive Withdraw path: existing <entity>_approval_revoked
    (no behaviour change — for CREATE deletes the entity, for UPDATE /
    COMPLETE reverts to pre_image, for DELETE cancels the delete request)
  - edit-instead path: new <entity>_approval_edited_by_requester

Frontend — shared withdraw warning modal
- frontend/src/client/components/withdraw-warning-modal.ts
  - Built on the unified openModal() primitive (t-paliad-217 Slice A)
  - Primary CTA "Termin bearbeiten" highlights the non-destructive path
  - Secondary defaults to "Abbrechen" (handled by openModal)
  - Destructive button "Endgültig zurückziehen und löschen" lives inside
    the body (red, separated by a dashed border) so the safe path stays
    visually primary in the footer
  - Copy adapts per lifecycle:
    CREATE   → "Wenn Sie zurückziehen, wird die Frist/der Termin gelöscht."
    UPDATE   → "Ihre vorgeschlagenen Änderungen werden verworfen."
    DELETE   → "Der Eintrag bleibt bestehen."

Frontend — wiring on both detail pages
- deadlines-detail.ts + appointments-detail.ts:
  - Replace confirm() in withdraw flow with openWithdrawWarningModal()
  - Edit path: set module-level pendingEditMode = true + enter edit mode
    (override existing pending-state freeze on appointments; expose
    enterEdit() via late-bound pendingEnterEdit on deadlines)
  - Save handler in pendingEditMode routes to /edit-entity instead of
    PATCH /api/<entity>/{id} (which still 409s on pending state)
  - Destructive Withdraw path: existing /revoke endpoint unchanged
  - For CREATE-lifecycle revokes the entity is gone — bounce to the
    /events list instead of trying to re-fetch (was reload() before)

i18n: +14 keys DE+EN under approvals.withdraw.* (modal title, primary,
destructive, cancel, lead.create.{deadline,appointment}, lead.update,
lead.delete, sub.create, sub.update, sub.delete)

CSS: .withdraw-warning-body + .withdraw-warning-{intro,sub,
destructive-row,destructive-btn} — lime-tint sibling palette consistent
with the existing form-hint pattern; destructive button uses .btn-danger.

Build hygiene:
- go build + go vet + go test ./internal/... clean
- frontend bun run build clean (2807 keys, +14 new, scan clean)

Files of note:
- internal/services/approval_service.go (EditPendingEntity + sortedKeys
  helper; maps.Copy for the payload merge)
- internal/handlers/approvals.go (handleEditPendingEntity)
- internal/handlers/handlers.go (route registration)
- frontend/src/client/components/withdraw-warning-modal.ts (new shared
  component)
- frontend/src/client/deadlines-detail.ts (initWithdraw rewrite + Save
  pending-edit branch)
- frontend/src/client/appointments-detail.ts (withdrawAppointmentRequest
  rewrite + Save pending-edit branch + form-freeze respects
  pendingEditMode)

Out of scope (intentionally):
- Reopening already-deleted approval requests (the destructive path
  stays final).
- Approval-request analytics / metrics.
- Notifying the original approval-requester via channel.
2026-05-25 14:24:55 +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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