feat: add AI deadline extraction and case summary endpoints (Phase 2J)
Add two Claude API-powered endpoints: - POST /api/ai/extract-deadlines: accepts PDF upload or JSON text, extracts legal deadlines using Claude tool_use for structured output - POST /api/ai/summarize-case: generates AI summary from case events/deadlines, caches result in cases.ai_summary New files: - internal/services/ai_service.go: AIService with Anthropic SDK integration - internal/handlers/ai.go: HTTP handlers for both endpoints - internal/services/ai_service_test.go: tool schema and serialization tests Uses anthropic-sdk-go v1.27.1 with Claude Sonnet 4.5. AI service is optional — endpoints only registered when ANTHROPIC_API_KEY is set.
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m
283
backend/internal/services/ai_service.go
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283
backend/internal/services/ai_service.go
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package services
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import (
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"context"
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"encoding/base64"
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"encoding/json"
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"fmt"
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"time"
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"github.com/anthropics/anthropic-sdk-go"
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"github.com/anthropics/anthropic-sdk-go/option"
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"github.com/google/uuid"
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"github.com/jmoiron/sqlx"
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"mgit.msbls.de/m/KanzlAI-mGMT/internal/models"
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)
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type AIService struct {
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client anthropic.Client
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db *sqlx.DB
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}
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func NewAIService(apiKey string, db *sqlx.DB) *AIService {
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client := anthropic.NewClient(option.WithAPIKey(apiKey))
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return &AIService{client: client, db: db}
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}
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// ExtractedDeadline represents a deadline extracted by AI from a document.
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type ExtractedDeadline struct {
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Title string `json:"title"`
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DueDate *string `json:"due_date"`
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DurationValue int `json:"duration_value"`
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DurationUnit string `json:"duration_unit"`
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Timing string `json:"timing"`
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TriggerEvent string `json:"trigger_event"`
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RuleReference string `json:"rule_reference"`
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Confidence float64 `json:"confidence"`
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SourceQuote string `json:"source_quote"`
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}
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type extractDeadlinesToolInput struct {
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Deadlines []ExtractedDeadline `json:"deadlines"`
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}
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var deadlineExtractionTool = anthropic.ToolParam{
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Name: "extract_deadlines",
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Description: anthropic.String("Extract all legal deadlines found in the document. Return each deadline with its details."),
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InputSchema: anthropic.ToolInputSchemaParam{
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Properties: map[string]any{
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"deadlines": map[string]any{
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"type": "array",
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"description": "List of extracted deadlines",
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"items": map[string]any{
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"type": "object",
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"properties": map[string]any{
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"title": map[string]any{
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"type": "string",
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"description": "Short title describing the deadline (e.g. 'Statement of Defence', 'Reply to Counterclaim')",
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},
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"due_date": map[string]any{
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"type": []string{"string", "null"},
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"description": "Absolute due date in YYYY-MM-DD format if determinable, null otherwise",
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},
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"duration_value": map[string]any{
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"type": "integer",
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"description": "Numeric duration value (e.g. 3 for '3 months')",
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},
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"duration_unit": map[string]any{
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"type": "string",
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"enum": []string{"days", "weeks", "months"},
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"description": "Unit of the duration period",
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},
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"timing": map[string]any{
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"type": "string",
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"enum": []string{"after", "before"},
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"description": "Whether the deadline is before or after the trigger event",
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},
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"trigger_event": map[string]any{
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"type": "string",
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"description": "The event that triggers this deadline (e.g. 'service of the Statement of Claim')",
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},
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"rule_reference": map[string]any{
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"type": "string",
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"description": "Legal rule reference (e.g. 'Rule 23 RoP', 'Rule 222 RoP', '§ 276 ZPO')",
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},
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"confidence": map[string]any{
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"type": "number",
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"minimum": 0,
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"maximum": 1,
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"description": "Confidence score from 0.0 to 1.0",
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},
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"source_quote": map[string]any{
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"type": "string",
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"description": "The exact quote from the document where this deadline was found",
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},
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},
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"required": []string{"title", "duration_value", "duration_unit", "timing", "trigger_event", "rule_reference", "confidence", "source_quote"},
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},
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},
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},
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Required: []string{"deadlines"},
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},
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}
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const extractionSystemPrompt = `You are a legal deadline extraction assistant for German and UPC (Unified Patent Court) patent litigation.
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Your task is to extract all legal deadlines, time limits, and procedural time periods from the provided document.
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For each deadline found, extract:
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- A clear title describing the deadline
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- The absolute due date if it can be determined from the document
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- The duration (value + unit: days/weeks/months)
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- Whether it runs before or after a trigger event
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- The trigger event that starts the deadline
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- The legal rule reference (e.g. Rule 23 RoP, § 276 ZPO)
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- Your confidence level (0.0-1.0) in the extraction
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- The exact source quote from the document
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Be thorough: extract every deadline mentioned, including conditional ones. If a deadline references another deadline (e.g. "within 2 months of the defence"), capture that relationship in the trigger_event field.
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If the document contains no deadlines, return an empty list.`
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// ExtractDeadlines sends a document (PDF or text) to Claude for deadline extraction.
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func (s *AIService) ExtractDeadlines(ctx context.Context, pdfData []byte, text string) ([]ExtractedDeadline, error) {
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var contentBlocks []anthropic.ContentBlockParamUnion
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if len(pdfData) > 0 {
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encoded := base64.StdEncoding.EncodeToString(pdfData)
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contentBlocks = append(contentBlocks, anthropic.ContentBlockParamUnion{
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OfDocument: &anthropic.DocumentBlockParam{
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Source: anthropic.DocumentBlockParamSourceUnion{
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OfBase64: &anthropic.Base64PDFSourceParam{
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Data: encoded,
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},
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},
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},
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})
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contentBlocks = append(contentBlocks, anthropic.NewTextBlock("Extract all legal deadlines from this document."))
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} else if text != "" {
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contentBlocks = append(contentBlocks, anthropic.NewTextBlock("Extract all legal deadlines from the following text:\n\n"+text))
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} else {
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return nil, fmt.Errorf("either pdf_data or text must be provided")
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}
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msg, err := s.client.Messages.New(ctx, anthropic.MessageNewParams{
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Model: anthropic.ModelClaudeSonnet4_5,
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MaxTokens: 4096,
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System: []anthropic.TextBlockParam{
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{Text: extractionSystemPrompt},
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},
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Messages: []anthropic.MessageParam{
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anthropic.NewUserMessage(contentBlocks...),
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},
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Tools: []anthropic.ToolUnionParam{
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{OfTool: &deadlineExtractionTool},
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},
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ToolChoice: anthropic.ToolChoiceParamOfTool("extract_deadlines"),
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})
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if err != nil {
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return nil, fmt.Errorf("claude API call: %w", err)
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}
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// Find the tool_use block in the response
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for _, block := range msg.Content {
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if block.Type == "tool_use" && block.Name == "extract_deadlines" {
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var input extractDeadlinesToolInput
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if err := json.Unmarshal(block.Input, &input); err != nil {
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return nil, fmt.Errorf("parsing tool output: %w", err)
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}
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return input.Deadlines, nil
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}
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}
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return nil, fmt.Errorf("no tool_use block in response")
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}
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const summarizeSystemPrompt = `You are a legal case summary assistant for German and UPC patent litigation case management.
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Given a case's details, recent events, and deadlines, produce a concise 2-3 sentence summary of what matters right now. Focus on:
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- The most urgent upcoming deadline
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- Recent significant events
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- The current procedural stage
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Write in clear, professional language suitable for a lawyer reviewing their case list. Be specific about dates and deadlines.`
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// SummarizeCase generates an AI summary for a case and caches it in the database.
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func (s *AIService) SummarizeCase(ctx context.Context, tenantID, caseID uuid.UUID) (string, error) {
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// Load case
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var c models.Case
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err := s.db.GetContext(ctx, &c,
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"SELECT * FROM cases WHERE id = $1 AND tenant_id = $2", caseID, tenantID)
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if err != nil {
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return "", fmt.Errorf("loading case: %w", err)
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}
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// Load recent events
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var events []models.CaseEvent
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if err := s.db.SelectContext(ctx, &events,
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"SELECT * FROM case_events WHERE case_id = $1 AND tenant_id = $2 ORDER BY created_at DESC LIMIT 10",
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caseID, tenantID); err != nil {
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return "", fmt.Errorf("loading events: %w", err)
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}
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// Load active deadlines
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var deadlines []models.Deadline
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if err := s.db.SelectContext(ctx, &deadlines,
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"SELECT * FROM deadlines WHERE case_id = $1 AND tenant_id = $2 AND status = 'active' ORDER BY due_date ASC LIMIT 10",
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caseID, tenantID); err != nil {
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return "", fmt.Errorf("loading deadlines: %w", err)
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}
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// Build context text
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caseInfo := fmt.Sprintf("Case: %s — %s\nStatus: %s", c.CaseNumber, c.Title, c.Status)
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if c.Court != nil {
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caseInfo += fmt.Sprintf("\nCourt: %s", *c.Court)
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}
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if c.CourtRef != nil {
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caseInfo += fmt.Sprintf("\nCourt Reference: %s", *c.CourtRef)
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}
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if c.CaseType != nil {
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caseInfo += fmt.Sprintf("\nType: %s", *c.CaseType)
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}
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eventText := "\n\nRecent Events:"
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if len(events) == 0 {
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eventText += "\nNo events recorded."
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}
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for _, e := range events {
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eventText += fmt.Sprintf("\n- [%s] %s", e.CreatedAt.Format("2006-01-02"), e.Title)
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if e.Description != nil {
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eventText += fmt.Sprintf(": %s", *e.Description)
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}
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}
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deadlineText := "\n\nUpcoming Deadlines:"
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if len(deadlines) == 0 {
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deadlineText += "\nNo active deadlines."
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}
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for _, d := range deadlines {
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deadlineText += fmt.Sprintf("\n- %s: due %s (status: %s)", d.Title, d.DueDate, d.Status)
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if d.Description != nil {
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deadlineText += fmt.Sprintf(" — %s", *d.Description)
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}
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}
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prompt := caseInfo + eventText + deadlineText
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msg, err := s.client.Messages.New(ctx, anthropic.MessageNewParams{
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Model: anthropic.ModelClaudeSonnet4_5,
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MaxTokens: 512,
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System: []anthropic.TextBlockParam{
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{Text: summarizeSystemPrompt},
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},
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Messages: []anthropic.MessageParam{
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anthropic.NewUserMessage(anthropic.NewTextBlock("Summarize the current state of this case:\n\n" + prompt)),
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},
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})
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if err != nil {
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return "", fmt.Errorf("claude API call: %w", err)
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}
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// Extract text from response
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var summary string
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for _, block := range msg.Content {
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if block.Type == "text" {
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summary += block.Text
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}
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}
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if summary == "" {
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return "", fmt.Errorf("empty response from Claude")
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}
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// Cache summary in database
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_, err = s.db.ExecContext(ctx,
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"UPDATE cases SET ai_summary = $1, updated_at = $2 WHERE id = $3 AND tenant_id = $4",
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summary, time.Now(), caseID, tenantID)
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if err != nil {
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return "", fmt.Errorf("caching summary: %w", err)
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}
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return summary, nil
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}
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