mAi 9da4715137
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feat(litigationplanner): Berufung tile UX — collapse side selectors + appeal-target trigger label (t-paliad-301, m/paliad#132)
Two bugs from the Slice B1 Berufung rollout, one fix surface:

Bug A — duplicate side selectors collapse into ONE proactive-side
picker with per-proceeding role labels. The Verfahrensablauf used to
show both ?side= (Klägerseite/Beklagtenseite) AND ?appellant= (same
labels in case-form) on the Berufung tile. Now: one side picker, with
labels that swap to Berufungskläger/Berufungsbeklagter on the unified
upc.apl.unified tile (and Antragsteller/Antragsgegner Nichtigkeit on
upc.rev.cfi, Einsprechende(r)/Patentinhaber(in) on epa.opp.*).

Bug B — 'Auslösendes Ereignis' label derives from appeal_target on
the unified Berufung tile (5 target-specific strings) instead of the
proceeding's own trigger_event_label. Endentscheidung (R.118) /
Kostenentscheidung / Anordnung / Entscheidung im
Schadensbemessungsverfahren / Anordnung der Bucheinsicht.

Migration 137 (additive, no triggers on proceeding_types — verified
via mcp__supabase__execute_sql before drafting; no updated_at on the
table — lesson from mig 134 HOTFIX 3; no audit_reason setup needed):
  - ADD COLUMN role_proactive_label_de  (text NULL)
  - ADD COLUMN role_proactive_label_en  (text NULL)
  - ADD COLUMN role_reactive_label_de   (text NULL)
  - ADD COLUMN role_reactive_label_en   (text NULL)
  - Audit-first DO block lists the rows the UPDATE will touch.
  - Backfill 4 proceedings (upc.apl.unified + upc.rev.cfi +
    epa.opp.opd + epa.opp.boa); every other proceeding stays NULL
    and the renderer falls back to default labels.
  - Down drops the 4 columns.

Package additions (pkg/litigationplanner):
  - ProceedingType gains 4 *string fields (RoleProactive/Reactive
    LabelDE/EN) — db tags match the new columns; existing scans pick
    them up via the proceedingTypeColumns extension.
  - TriggerEventLabelForAppealTarget(target, lang) — Go-side map of
    the 5 appeal-target slugs to their DE/EN trigger-event labels.
    Empty result on unknown target signals "fall back to proceeding's
    own trigger_event_label".
  - Engine override: when CalcOptions.AppealTarget is set, the
    resulting Timeline.TriggerEventLabel/EN are replaced from the
    per-target map.

Frontend:
  - Removed #appellant-row div (was a separate 3-radio selector
    duplicating side).
  - Dropped ?appellant= URL state + the change handler + the init
    readback. The engine still consumes "appellant" — sourced from
    currentSide for role-swap proceedings; null otherwise.
  - applyRoleLabels(proceedingType) swaps the side-row radio labels
    from a hardcoded ROLE_LABELS map mirroring mig 137's backfill.
    Falls back to deadlines.side.claimant/defendant i18n keys for
    proceedings without overrides.
  - syncTriggerEventLabel reads data.triggerEventLabel from the calc
    response — which the engine override now sets per appeal_target,
    so no client-side mapping needed.
  - i18n cleanup: removed orphan deadlines.appellant.* keys (label /
    claimant / defendant / none) in both DE + EN.

Tests:
  - pkg/litigationplanner/appeal_target_label_test.go pins the 5×2
    label matrix + a coverage test that fails if a new entry in
    AppealTargets is added without populating the label switch.

Acceptance:
  - go build + go test all green (incl. new lp test).
  - bun run build clean (i18n codegen drops 4 keys, regenerates).
  - Live-DB audit before drafting confirmed: 4 target columns don't
    exist on proceeding_types, zero triggers on the table, exact
    column inventory matches the design.
2026-05-26 15:37:10 +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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