90b2f935c2
Per audit recommendations §6.2 (rec 5-9). Ports 14 RoP rules from youpc's deadline calc into paliad.deadline_rules so they're surfaceable in the timeline (course-of-proceedings) Fristenrechner mode in addition to the existing trigger-event mode. Adds 4 new proceeding types and extends 2 existing trees: - UPC_DAMAGES (new) — Schadensbemessung (R.137.2, R.139 reply, R.139 rejoin) - UPC_DISCOVERY (new) — Bucheinsicht (R.142.2, R.142.3 reply, R.142.3 rejoin) - UPC_COST_APPEAL (new) — Berufung Kostenentscheidung (R.221.1) - UPC_APP_ORDERS (new) — 15-day order-flavor (R.220.2, R.220.3, R.237 b, R.238.2) - UPC_INF extended — R.151 chained off inf.decision - UPC_APP extended — decision-flavor cross-appeal pair (R.237 a, R.238.1) Total: 14 RoP rules across 5 families. New types appear in the proceeding-type picker via deadlines.upc_damages / upc_discovery / upc_cost_appeal / upc_app_orders i18n keys (DE + EN). Design notes in the migration explain why some rules live in their own proceeding type (when the legal anchor differs from UPC_INF/UPC_APP's trigger date) vs being chained off existing rules.
194 lines
14 KiB
SQL
194 lines
14 KiB
SQL
-- t-paliad-094: Tier 2 Fristenrechner rule ports.
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--
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-- Audit recommendations §6.2 (rec 5-9): port a high-value subset of youpc
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-- deadlines into the proceeding-tree (timeline) Fristenrechner. These rules
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-- already exist in paliad.event_deadlines (imported PR-1 / migration 028),
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-- so they're surfaceable today via the trigger-event mode. This migration
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-- makes them surfaceable in course-of-proceedings (timeline) mode.
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--
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-- 14 rules ported across 5 families:
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--
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-- 5. Damages determination (3 rules)
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-- RoP.137.2 (Defence to damages, 2mo)
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-- RoP.139 (Reply 1mo)
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-- RoP.139 (Rejoinder 1mo)
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-- → new UPC_DAMAGES proceeding type
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--
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-- 6. Cost-decision appeals (2 rules)
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-- RoP.151 (Cost decision app, 1mo) → UPC_INF extension
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-- RoP.221.1 (Leave-to-appeal cost decision, 15d)
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-- → new UPC_COST_APPEAL proceeding type
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--
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-- 7. Statement-of-Appeal "with leave" / discretionary review (2 rules)
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-- RoP.220.2 (Appeal Orders & with leave, 15d)
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-- RoP.220.3 (Discretionary review, 15d)
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-- → new UPC_APP_ORDERS proceeding type
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--
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-- 8. Cross-appeal family (4 rules)
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-- RoP.237 (Cross-appeal 3mo, decision-flavor) → UPC_APP extension
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-- RoP.238.1 (Reply to cross-appeal 2mo, decision-flavor) → UPC_APP extension
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-- RoP.237 (Cross-appeal 15d, order-flavor) → UPC_APP_ORDERS
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-- RoP.238.2 (Reply to cross-appeal 15d, order-flavor) → UPC_APP_ORDERS
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--
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-- 9. Lay-open books / discovery (3 rules)
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-- RoP.142.2 (Defence 2mo)
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-- RoP.142.3 (Reply 14d)
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-- RoP.142.3 (Rejoinder 14d)
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-- → new UPC_DISCOVERY proceeding type
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--
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-- Design notes:
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-- - The timeline model assumes a single trigger date with all deadlines
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-- cascading from it. R.151 / R.221.1 / R.220.2 / R.220.3 / R.237 (15d) /
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-- R.238.2 each have their own trigger anchor in the legal rule (cost
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-- decision, leave-granted/refused, SoG-orders). To preserve that
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-- semantic without breaking the single-trigger UI, these rules either
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-- get their own proceeding type (UPC_COST_APPEAL with cost-decision as
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-- trigger) or live in a tree with deadline_notes calling out the actual
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-- legal anchor (UPC_APP_ORDERS).
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-- - Damages and lay-open books are downstream sub-procedures with their
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-- own application step as the trigger; new proceeding types are the
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-- natural fit (UPC_DAMAGES, UPC_DISCOVERY).
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-- - UPC_APP gains the 224.2(a) "decision-flavor" cross-appeal pair which
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-- chains cleanly off the existing app.grounds rule.
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-- ============================================================================
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-- 1. Proceeding type rows
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-- ============================================================================
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INSERT INTO paliad.proceeding_types (code, name, name_en, description, jurisdiction, category, default_color, sort_order, is_active) VALUES
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('UPC_DAMAGES', 'Schadensbemessungsverfahren', 'Damages Determination', 'UPC-Schadensbemessung (R.131.2 ff., R.137-139)', 'UPC', 'fristenrechner', '#3b82f6', 105, true),
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('UPC_DISCOVERY', 'Bucheinsichtsverfahren', 'Lay-open Books / Discovery', 'UPC-Bucheinsicht / Rechnungslegung (R.141 ff., R.142)', 'UPC', 'fristenrechner', '#3b82f6', 106, true),
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('UPC_COST_APPEAL', 'Berufung Kostenentscheidung', 'Cost-Decision Appeal', 'UPC-Berufungsverfahren gegen Kostenentscheidung (R.221.1)','UPC', 'fristenrechner', '#8b5cf6', 107, true),
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('UPC_APP_ORDERS', 'Berufung Anordnungen', 'Order Appeal (15-day track)', 'UPC-Berufung gegen Anordnungen / Ermessensüberprüfung', 'UPC', 'fristenrechner', '#8b5cf6', 108, true)
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ON CONFLICT (code) DO NOTHING;
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-- ============================================================================
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-- 2. Rule rows. Same shape as migration 012; same DO block pattern.
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-- ============================================================================
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DO $$
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DECLARE
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v_upc_inf int;
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v_upc_app int;
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v_damages int;
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v_discovery int;
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v_cost_appeal int;
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v_app_orders int;
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-- Look-ups for parent_id chains (existing rules)
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r_inf_decision uuid;
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r_app_grounds uuid;
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-- New rule UUIDs we need to reference for chaining
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r_damages_app uuid;
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r_damages_def uuid;
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r_damages_reply uuid;
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r_disc_app uuid;
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r_disc_def uuid;
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r_disc_reply uuid;
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r_cost_decision uuid;
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r_app_ord_order uuid;
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r_app_cross_a uuid;
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r_app_ord_cross uuid;
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BEGIN
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SELECT id INTO v_upc_inf FROM paliad.proceeding_types WHERE code = 'UPC_INF';
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SELECT id INTO v_upc_app FROM paliad.proceeding_types WHERE code = 'UPC_APP';
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SELECT id INTO v_damages FROM paliad.proceeding_types WHERE code = 'UPC_DAMAGES';
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SELECT id INTO v_discovery FROM paliad.proceeding_types WHERE code = 'UPC_DISCOVERY';
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SELECT id INTO v_cost_appeal FROM paliad.proceeding_types WHERE code = 'UPC_COST_APPEAL';
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SELECT id INTO v_app_orders FROM paliad.proceeding_types WHERE code = 'UPC_APP_ORDERS';
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SELECT id INTO r_inf_decision
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FROM paliad.deadline_rules
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WHERE proceeding_type_id = v_upc_inf AND code = 'inf.decision';
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SELECT id INTO r_app_grounds
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FROM paliad.deadline_rules
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WHERE proceeding_type_id = v_upc_app AND code = 'app.grounds';
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-- Idempotent: skip if we've already seeded the damages root.
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IF EXISTS (
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SELECT 1 FROM paliad.deadline_rules
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WHERE proceeding_type_id = v_damages AND code = 'damages.app'
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) THEN
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RETURN;
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END IF;
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-- ========================================================================
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-- UPC_DAMAGES — 4 entries (1 root + 3 calculated rules ported)
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-- ========================================================================
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r_damages_app := gen_random_uuid();
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r_damages_def := gen_random_uuid();
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r_damages_reply := gen_random_uuid();
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INSERT INTO paliad.deadline_rules (id, proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type, is_mandatory, duration_value, duration_unit, rule_code, deadline_notes, sequence_order, is_active) VALUES
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(r_damages_app, v_damages, NULL, 'damages.app', 'Antrag auf Schadensbemessung', 'Application for Determination of Damages', 'claimant', 'filing', true, 0, 'months', NULL, NULL, 0, true),
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(r_damages_def, v_damages, r_damages_app, 'damages.defence', 'Klageerwiderung', 'Defence to Application for Damages', 'defendant', 'filing', true, 2, 'months', 'RoP.137.2', NULL, 1, true),
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(r_damages_reply, v_damages, r_damages_def, 'damages.reply', 'Replik', 'Reply', 'claimant', 'filing', true, 1, 'months', 'RoP.139', NULL, 2, true),
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(gen_random_uuid(), v_damages, r_damages_reply, 'damages.rejoin', 'Duplik', 'Rejoinder', 'defendant', 'filing', true, 1, 'months', 'RoP.139', NULL, 3, true);
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-- ========================================================================
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-- UPC_DISCOVERY — 4 entries (1 root + 3 calculated rules ported)
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-- ========================================================================
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r_disc_app := gen_random_uuid();
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r_disc_def := gen_random_uuid();
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r_disc_reply := gen_random_uuid();
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INSERT INTO paliad.deadline_rules (id, proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type, is_mandatory, duration_value, duration_unit, rule_code, deadline_notes, sequence_order, is_active) VALUES
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(r_disc_app, v_discovery, NULL, 'disc.app', 'Antrag auf Bucheinsicht', 'Request to Lay Open Books', 'claimant', 'filing', true, 0, 'months', NULL, NULL, 0, true),
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(r_disc_def, v_discovery, r_disc_app, 'disc.defence', 'Klageerwiderung', 'Defence', 'defendant', 'filing', true, 2, 'months', 'RoP.142.2', NULL, 1, true),
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(r_disc_reply, v_discovery, r_disc_def, 'disc.reply', 'Replik', 'Reply', 'claimant', 'filing', true, 14, 'days', 'RoP.142.3', NULL, 2, true),
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(gen_random_uuid(), v_discovery, r_disc_reply, 'disc.rejoin', 'Duplik', 'Rejoinder', 'defendant', 'filing', true, 14, 'days', 'RoP.142.3', NULL, 3, true);
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-- ========================================================================
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-- UPC_INF extension — Antrag auf Kostenfestsetzung (R.151)
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-- 1 calculated rule ported. Chains off existing inf.decision.
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-- The inf.decision row is IsRootEvent (parent_id=NULL, duration=0) so its
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-- computed date equals the trigger date; inf.cost_app therefore renders at
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-- trigger + 1mo. The deadline_notes call out the actual legal anchor.
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-- ========================================================================
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INSERT INTO paliad.deadline_rules (id, proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type, is_mandatory, duration_value, duration_unit, rule_code, deadline_notes, sequence_order, is_active) VALUES
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(gen_random_uuid(), v_upc_inf, r_inf_decision, 'inf.cost_app', 'Antrag auf Kostenentscheidung', 'Application for Cost Decision', 'both', 'filing', true, 1, 'months', 'RoP.151', 'Frist 1 Monat ab Zustellung der Hauptentscheidung', 7, true);
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-- ========================================================================
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-- UPC_COST_APPEAL — 2 entries (1 root + 1 ported rule)
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-- The user enters the cost-decision date as trigger; R.221.1 anchors on it.
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-- ========================================================================
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r_cost_decision := gen_random_uuid();
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INSERT INTO paliad.deadline_rules (id, proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type, is_mandatory, duration_value, duration_unit, rule_code, deadline_notes, sequence_order, is_active) VALUES
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(r_cost_decision, v_cost_appeal, NULL, 'cost.decision', 'Kostenfestsetzungsbeschluss', 'Cost Decision (Rule 157)', 'court', 'decision', true, 0, 'months', NULL, NULL, 0, true),
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(gen_random_uuid(), v_cost_appeal, r_cost_decision, 'cost.leave_app', 'Antrag auf Berufungszulassung','Application for Leave to Appeal', 'both', 'filing', true, 15, 'days', 'RoP.221.1', 'Frist 15 Tage ab Zustellung der Kostenentscheidung', 1, true);
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-- ========================================================================
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-- UPC_APP extension — decision-flavor cross-appeal pair
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-- 2 calculated rules ported. R.237 chains off app.grounds (which now
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-- correctly anchors on the appealed-decision date per migration 029).
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-- ========================================================================
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r_app_cross_a := gen_random_uuid();
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INSERT INTO paliad.deadline_rules (id, proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type, is_mandatory, duration_value, duration_unit, rule_code, deadline_notes, sequence_order, is_active) VALUES
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(r_app_cross_a, v_upc_app, r_app_grounds, 'app.cross_a', 'Anschlussberufung', 'Cross-Appeal', 'both', 'filing', false, 3, 'months', 'RoP.237', 'Frist 3 Monate ab Zustellung der Berufungsbegründung (R.224.2(a))', 5, true),
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(gen_random_uuid(), v_upc_app, r_app_cross_a, 'app.cross_a_reply', 'Erwiderung Anschlussberufung', 'Reply to Cross-Appeal', 'both', 'filing', false, 2, 'months', 'RoP.238.1', NULL, 6, true);
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-- ========================================================================
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-- UPC_APP_ORDERS — 5 entries (1 root + 4 ported rules)
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-- All 15-day deadlines. Trigger = the order/decision being appealed.
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-- R.220.2 / R.220.3 anchor directly on trigger. R.237 (order-flavor)
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-- chains as a parallel branch with deadline_notes calling out the
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-- legal anchor (Statement of Grounds R.224.2(b), itself 15d after order).
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-- ========================================================================
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r_app_ord_order := gen_random_uuid();
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r_app_ord_cross := gen_random_uuid();
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INSERT INTO paliad.deadline_rules (id, proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type, is_mandatory, duration_value, duration_unit, rule_code, deadline_notes, sequence_order, is_active) VALUES
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(r_app_ord_order, v_app_orders, NULL, 'app_ord.order', 'Anordnung / angegriffene Entscheidung', 'Order / Appealed Decision', 'court', 'decision', true, 0, 'months', NULL, NULL, 0, true),
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(gen_random_uuid(), v_app_orders, r_app_ord_order, 'app_ord.with_leave', 'Berufung mit Zulassung', 'Appeal (Orders & with leave)', 'both', 'filing', true, 15, 'days', 'RoP.220.2', 'Frist 15 Tage ab Zustellung der Anordnung bzw. der Zulassungsentscheidung', 1, true),
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(gen_random_uuid(), v_app_orders, r_app_ord_order, 'app_ord.discretion', 'Antrag auf Ermessensüberprüfung', 'Request for Discretionary Review', 'both', 'filing', true, 15, 'days', 'RoP.220.3', 'Frist 15 Tage ab Zustellung der Entscheidung über die Versagung der Berufungszulassung', 2, true),
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(r_app_ord_cross, v_app_orders, r_app_ord_order, 'app_ord.cross', 'Anschlussberufung', 'Cross-Appeal', 'both', 'filing', false, 15, 'days', 'RoP.237', 'Frist 15 Tage ab Zustellung der Berufungsbegründung (R.224.2(b))', 3, true),
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(gen_random_uuid(), v_app_orders, r_app_ord_cross, 'app_ord.cross_reply', 'Erwiderung Anschlussberufung', 'Reply to Cross-Appeal', 'both', 'filing', false, 15, 'days', 'RoP.238.2', 'Frist 15 Tage ab Zustellung der Anschlussberufung', 4, true);
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END $$;
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