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
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
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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.