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paliad/docs/project-status.md
m ee1af9d9cf docs: move project status & history out of CLAUDE.md 
CLAUDE.md should be AI guidance only. Phase status, shipped milestones,
open follow-ups, and the patHoLo→Paliad rebrand history are project
state — they belong in docs/, not in agent instructions.

Created docs/project-status.md with the full block. CLAUDE.md now points
to it.
2026-04-29 13:54:59 +02:00

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Paliad — project status

Living document tracking what's shipped, what's deferred, and historical context. Update when phases land or open follow-ups change. AI instructions live in .claude/CLAUDE.md; this file is project state for humans.

Phase status

Phases A–G shipped (April 2026): schema + RLS, services, Fristenrechner→DB, Akten CRUD, Fristen UI, Termine + CalDAV, Dashboard. See docs/feature-roadmap.md for the per-phase scope.

Phase H (AI Frist-Extraktion) is deferred — decision by m on 2026-04-16 ("we don't want Anthropic API"). The Dokumente tab on Akten detail stays as a "Kommt bald" placeholder. No ANTHROPIC_API_KEY on Dokploy.

Phase I (Notizen polymorphic notes) shipped — paliad.notizen table + RLS (migrations 005, 007), NoteService (internal/services/note_service.go), REST handlers (internal/handlers/notes.go — GET/POST /api/{projects|deadlines|appointments}/{id}/notes, PATCH/DELETE /api/notes/{id}), shared client module frontend/src/client/notes.ts (initNotes), wired into project / deadline / appointment detail pages. i18n keys under notizen.*.

Phase J (this doc + roadmap rewrite + KanzlAI doc retirement notes) completed 2026-04-17 on mai/ritchie/phase-j-roadmap-rewrite. Infra retirement (KanzlAI Dokploy shutdown, kanzlai schema drop, Gitea archive) still pending m + head coordination.

Reminder system redesign (t-paliad-064) — landed 2026-04-28 across PR-1..PR-4 on mai/cronus/reminder-system-redesign. Zero-overdue SLO model: per-user bundled morning/evening digests with category sections (überfällig / heute / diese Woche), DRINGEND escalation in the evening slot, and global-admin escalation framing on overdues. See docs/design-reminder-redesign-2026-04-28.md.

Open follow-ups

  • Settings → Notifications: escalation contact dropdown — migration 025 ships paliad.users.escalation_contact_id (FK to paliad.users, nullable, ON DELETE SET NULL). NULL means "fall back to global_admins for the escalation channel"; setting it lets a user designate a specific colleague as their escalation contact. UI deferred per m's 2026-04-28 decision; in flight as t-paliad-066. Until shipped, the column is read-only — set via direct SQL on user request.
  • Audit polish-2 — ~25 BATCH-level findings from docs/audit-polish-2026-04-27.md not yet shipped (PR-A..PR-E covered the rest). Triage in flight as t-paliad-067.
  • KanzlAI infra retirement — Dokploy shutdown, kanzlai schema drop, Gitea archive. Pending m + head coordination.

Historical naming

Previously called patHoLo (Patent + Hogan Lovells). Rebranded to Paliad on 2026-04-16 when HL announced the merger into HLC, making "HoLo" obsolete. Paliad — "Patent Litigation Administration" but in UI used as a standalone word evoking paladin, the champion. Firm-agnostic so the brand survives any future firm renames (see t-paliad-065 — single FIRM_NAME constant, default "HLC"). Lime branding kept throughout.