mAi 989941c648
Some checks failed
Paliad CI gate / build (push) Has been cancelled
Paliad CI gate / test-go (push) Has been cancelled
Paliad CI gate / deploy (push) Has been cancelled
feat(litigationplanner): primary_party CHECK constraint + IsValidPrimaryParty helper (Slice B3, m/paliad#124 §18.3)
Tightens paliad.deadline_rules.primary_party from free-text to a CHECK
constraint over the canonical four-value vocab (claimant / defendant /
court / both). NULL stays valid for the 78 cross-cutting orphan
concept seeds (Wiedereinsetzung, Versäumnisurteil-Einspruch,
Schriftsatznachreichung, Weiterbehandlung) — they have no
proceeding_type_id binding so they're outside the calculator's path;
loosening the CHECK to "IS NULL OR IN (…)" keeps them valid without
backfill gymnastics.

Migration 135 (audit-first):
  - DO block RAISEs NOTICE for every non-conforming row + RAISEs
    EXCEPTION if any dirty rows exist (manual cleanup required).
    Live audit (Supabase, 2026-05-26 §18.0) confirmed zero dirty rows
    on the current corpus; the audit pass stays in the migration as
    safety against future drift.
  - ALTER TABLE … ADD CONSTRAINT deadline_rules_primary_party_chk
    CHECK (primary_party IS NULL OR primary_party IN
           ('claimant', 'defendant', 'court', 'both'))
  - Post-migration distribution NOTICE so the operator sees the
    final per-value count.
  - Down = DROP CONSTRAINT. No data revert needed.

Package additions (pkg/litigationplanner):
  - PrimaryParty* constants (PrimaryPartyClaimant / Defendant / Court
    / Both) + PrimaryParties[] ordered list + IsValidPrimaryParty(s)
    predicate. Empty string is "no value supplied" = valid (NULL maps
    to empty on the wire); non-empty must match one of the four
    canonical values.
  - Sibling unit tests (primary_party_test.go) pin the four-value
    vocab + the chip order + IsValidAppealTarget's matching shape.

Rule-editor validation hook (rule_editor_service.go):
  - Create() validates input.PrimaryParty before INSERT.
  - UpdateDraft() validates patch.PrimaryParty before UPDATE.
  - Both surface a user-friendly 400 with the canonical vocab listed
    instead of leaking the raw PG CHECK constraint-violation message.
  - Uses errors.Is(err, ErrInvalidInput) so handler 400 routing
    continues to work.

services/fristenrechner.go cleanup:
  - The B2-inlined isValidPartyForLookup helper is replaced with the
    canonical lp.IsValidPrimaryParty. No behaviour change.

No frontend changes — the rule-editor's primary_party UI already
constrains to the four values via a select; the validation hook is
defense-in-depth.

Audit:
  - go build + go test (incl. new lp unit tests) all green
  - Pre-migration audit confirmed: 26 claimant + 26 defendant + 38
    court + 63 both + 78 NULL = 231 total, all in canonical vocab
  - event_categories.party (text[] array, narrower semantic) is
    NOT touched in this migration per the design doc's
    "out of scope, separate follow-up" decision
2026-05-26 13:58:33 +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
Readme 14 MiB
Languages
Go 49.9%
TypeScript 38%
CSS 6.7%
PLpgSQL 4.7%
HTML 0.3%
Other 0.4%