mAi a81581878e fix(builder): port engine semantics into Builder triplet calc surface (t-paliad-348)
The Litigation Builder triplet renders /api/tools/fristenrechner output
verbatim and never applied the pre-existing filterByDetailMode pass that
the legacy /tools/verfahrensablauf page uses. With the engine fix
(3c840c0 — pkg/litigationplanner default IncludeOptional=false + trigger
event semantic anchoring) already in main, optional rules are dropped
server-side but rules with an unsatisfied trigger_event_id surface as
IsConditional. Without filterByDetailMode those still rendered as
"abhängig von ..." cards on the triplet, polluting m's "naked
proceeding with options but not always displayed" mental model.

upc.inf.cfi went from 7 mandatory backbone events to 29 visible cards
(22 conditional noise — Lodging of translations, Mängelbeseitigung,
Antrag auf Verweisung, Wiedereinsetzung, ...). Live BEFORE/AFTER
captured in exports/screenshots/.

Fix layers:

- Go handler (internal/handlers/fristenrechner.go): accept
  includeOptional + triggerEventAnchors from request body and
  forward to services.CalcOptions. Default zero values match the
  engine defaults (suppress optionals + no fabricated dates for
  trigger_event_id rules), so the wire is unchanged when callers
  don't set them.

- TS calc surface (frontend/src/client/views/verfahrensablauf-core.ts):
  add the same two fields to CalcParams + forward in the fetch body;
  surface rulesAwaitingAnchor on DeadlineResponse mirroring
  Timeline.RulesAwaitingAnchor.

- Builder triplet (frontend/src/client/builder.ts hydrateTriplet):
  apply filterByDetailMode(detailgrad) before renderColumnsBody, with
  detailgrad sourced from the proceeding row. "selected" (default)
  drops conditional + optional rules; "all_options" passes
  includeOptional=true so the engine returns the optional rules the
  user can opt into.

- Legacy /tools/verfahrensablauf (frontend/src/client/verfahrensablauf.ts):
  pass includeOptional based on detailMode + a small hasOptionalOptIn
  helper so per-rule rule:<uuid>=true deviations still surface their
  optional rule even in "selected" mode (the engine has no rule:<uuid>
  awareness; without the opt-in the user's pick would silently no-op).

Tests:
- frontend/src/client/views/verfahrensablauf-core.test.ts: pin the
  fetch body shape - includeOptional=true and triggerEventAnchors={...}
  round-trip through the request; empty/default values are omitted so
  the wire stays minimal.

bun build + bun test (269 pass) + go vet + go test
./internal/handlers/... ./pkg/litigationplanner/... all clean.

(m/paliad#153)
2026-05-28 11:01:49 +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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