mAi 8caaf6a631 mAi: #82 - deadline form overhaul: type-modal filter chips, type→rule autofill, Auto mode, Standardtitel
t-paliad-251. Four bundled concerns from m's 2026-05-25 reports, one
worker, one branch.

Part 1 — Event-type browse modal (search + filters)
- Modal already had a search input; added court-type filter chips
  (UPC / EPA / DPMA / DE / Allgemein) under the search.
- Chips render only the jurisdictions actually present in the data;
  any future flavour lands at the end of the row.
- Active chip uses the lime-tint chip palette already established by
  the .event-type-collapsed* family (t-paliad-165).
- Search input keeps autofocus; chip + search filters intersect.

Part 2 — Type → Rule auto-fill + sort options
- Inverted the existing rule.concept_default_event_type_id mapping
  client-side: given a chosen event_type X, candidate rules are
  those with concept_default_event_type_id === X.
- Resolution picks (1) exact match on the project's
  proceeding_type_id, (2) jurisdiction match on the rule's
  proceeding (EPA→EPO canonicalised), (3) first candidate.
- Sort dropdown next to the Rule label: by proceeding sequence,
  by court (jurisdiction grouping with optgroup), alphabetical.
  Defaults to "by court"; localStorage-persisted per browser.
- All sorts are client-side over the existing /api/deadline-rules
  payload — no new endpoint.

Part 3 — Auto rule mode + clearer override warning
- Auto badge (.form-hint--auto, lime-tint pill + " — <rule name>")
  surfaces whenever the Rule was derived from the chosen Type.
  Disappears the moment the user manually picks a different rule.
- Override warning names BOTH sides + the actually-applied rule:
  "Typ ergibt Regel: X. Gewählte Regel: Y. Es wird Y angewendet."
- Symmetric `lastAutoFilledRuleID` sticky-replace flag mirrors the
  existing `lastAutoFilledEventTypeID` (t-paliad-165) so the auto-
  fill only replaces its own previous suggestion, never a manual
  pick.
- Collapsed Typ view (t-paliad-165) is suppressed when the rule was
  auto-derived from the type — the "vorgegeben durch Regel" copy
  reads backwards in that case; show picker + Auto badge instead.

Part 4 — Standardtitel button (create + edit)
- Button rendered next to the Title field on both /deadlines/new
  and /deadlines/{id} (edit mode only).
- Recipe (recipe-docs-here-so-future-templates-can-mirror-it):
    head =
      1. event_type label (if exactly one Typ chip is set)
      2. rule code+name (when a Rule is set — "RoP.023 — Klageerwiderung")
      3. proceeding type name from project (create form only)
      4. fallback: t("deadlines.field.title.default_fallback")
    suffix = " — <project.reference>" when ref is set and not
             already in head.
  Examples:
    Klageerwiderung — C-UPC-0042       (type known)
    RoP.023 — Klageerwiderung — REF    (rule known, no type)
    UPC — Verletzungsverfahren — REF   (only proceeding type)
    Neue Frist — REF                   (fallback)
- Click REPLACES current title; no destructive confirmation
  because the user invoked it explicitly. Focus moves into the
  title input afterwards so the user can fine-tune.

Build hygiene:
- go build + go vet + go test ./internal/... clean.
- frontend/build.ts clean (2786 keys, +10 new DE+EN, scan clean).
- All changes client-side / CSS / i18n + 2 small TSX edits; no
  schema, no service, no migration.

Files touched:
- frontend/src/client/event-types.ts (browse-modal chips)
- frontend/src/client/deadlines-new.ts (rewrite — Type→Rule, sort,
  Auto badge, override warn, Standardtitel)
- frontend/src/client/deadlines-detail.ts (edit-mode Standardtitel
  + show/hide on enter/exit edit)
- frontend/src/deadlines-new.tsx (label-row + sort dropdown + Auto
  badge slot + override-warn slot + Standardtitel button)
- frontend/src/deadlines-detail.tsx (Standardtitel button)
- frontend/src/styles/global.css (.event-type-browse-chip*,
  .form-hint--auto, .form-hint-badge, .form-field-label-row,
  .btn-link-action, .rule-sort-select)
- frontend/src/client/i18n.ts (+10 keys DE+EN)
2026-05-25 14:03:04 +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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