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feat(litigationplanner): embedded UPC snapshot + generator (Slice C, m/paliad#124 §19)
Lays the foundation for youpc.org's cross-repo integration: an
in-package UPC subset of paliad's deadline corpus, embedded as JSON,
that any consumer can use to run the litigationplanner engine without
DB access.

Generator (cmd/gen-upc-snapshot):
  - Reads paliad's live DB (DATABASE_URL), applies pending migrations
    to match schema HEAD, SELECTs the UPC subset
    (proceeding_types WHERE jurisdiction='UPC' AND is_active=true,
    deadline_rules WHERE lifecycle_state='published' AND is_active=true
    on those proceedings, referenced trigger_events, DE+UPC holidays,
    UPC courts).
  - Writes pretty-printed JSON to
    pkg/litigationplanner/embedded/upc/{proceeding_types, rules,
    trigger_events, holidays, courts, meta}.json.
  - Idempotent — same DB state → same output (modulo
    meta.generated_at + auto-versioned suffix).
  - Date-stamped versioning (YYYY-MM-DD-N) with same-day suffix bump.
  - Operator runbook in cmd/gen-upc-snapshot/README.md.

Embedded subpackage (pkg/litigationplanner/embedded/upc/):
  - embed.go    — //go:embed *.json + LoadMeta()
  - snapshot.go — SnapshotCatalog (full lp.Catalog impl: LoadProceeding
    / LoadProceedingByID / LoadRuleByID / LoadRuleByCode /
    LoadRulesByTriggerEvent / LoadTriggerEventsByIDs / LookupEvents);
    O(1) map lookups; LookupEvents linear over the < 100-row UPC corpus.
  - holidays.go — SnapshotHolidayCalendar implementing lp.HolidayCalendar
    (IsNonWorkingDay / Adjust* with structured AdjustmentReason).
  - courts.go   — SnapshotCourtRegistry implementing lp.CourtRegistry.
  - Compile-time assertions (_ lp.X = (*Snapshot*)(nil)) catch
    interface drift.

Wire-up for consumers:
  cat, _ := upc.NewCatalog()
  hc, _  := upc.NewHolidayCalendar()
  cr, _  := upc.NewCourtRegistry()
  timeline, _ := lp.Calculate(ctx, "upc.inf.cfi", "2026-05-26",
                              lp.CalcOptions{}, cat, hc, cr)

Tests (snapshot_test.go, all DB-free):
  - meta parses cleanly, non-zero counts
  - LoadProceeding(upc.inf.cfi) returns expected proc + rules
  - LoadProceeding(unknown) returns ErrUnknownProceedingType
  - LookupEvents(Jurisdiction:UPC, all-following) covers corpus
  - LookupEvents(party=defendant, next) scopes anchors correctly
  - engine end-to-end via lp.Calculate against the embedded snapshot
  - holiday calendar (weekends, DE closures, UPC vacation block)
  - court registry (empty courtID fallback, known + unknown court)

Placeholder data shipped (2 proceedings, 2 rules, 5 holidays, 2
courts) so tests run without a live DB. Operator regenerates against
prod via `make snapshot-upc` once migrations 134 (B1) and 135 (B3)
have landed on prod — see cmd/gen-upc-snapshot/README.md for the
runbook. The placeholder's meta.version is suffixed `-placeholder`
to make the regeneration delta obvious.

Makefile target:
  make snapshot-upc — wraps the generator + reruns the snapshot tests

Design (§19 of docs/design-litigation-planner-2026-05-26.md):
  - Embedding format: go:embed JSON (diff-friendly, no compile coupling)
  - Generator entry: cmd/gen-upc-snapshot/main.go (idiomatic Go cmd path)
  - Versioning: meta.json carries semver + generated_at + paliad_commit
  - Regeneration: manual via Make target or `go generate`; no CI cron in v1
  - Out of scope: snapshot signing, DE/EPA/DPMA snapshots, snapshot
    diff tooling

Acceptance:
  - go build clean, go test all green (incl. 6 new tests in
    pkg/litigationplanner/embedded/upc, all DB-free)
  - SnapshotCatalog passes the compile-time lp.Catalog assertion
  - Generator binary builds + runs (Idempotence verified by re-running
    against the same source data)
2026-05-26 15:09:37 +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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