Commit Graph

54 Commits

Author SHA1 Message Date
m
899b461833 feat: redesign Fristenrechner as single-flow card-based UI
Replace the Schnell/Wizard tab layout with a unified flow:
1. Proceeding type selection via compact clickable cards grouped
   by jurisdiction + category (UPC Hauptverfahren, im Verfahren,
   Rechtsbehelfe, Deutsche Patentverfahren)
2. Vertical deadline rule list for the selected type showing name,
   duration, rule code, and acting party
3. Inline expansion on click with date picker, auto-calculated due
   date (via selected_rule_ids API), holiday/weekend adjustment
   note, and save-to-case option

Old DeadlineCalculator.tsx and DeadlineWizard.tsx are no longer
imported but kept for reference.
2026-03-30 20:55:46 +02:00
m
260f65ea02 feat: auto-calculate deadlines on proceeding type selection (no click needed) 2026-03-30 19:41:02 +02:00
m
501b573967 fix: use typed category field instead of Record cast 2026-03-30 19:37:52 +02:00
m
54c6eb8dae feat: 15 UPC proceeding types in 3 groups + category field
Added 10 new UPC types: DNI, EPO, AMD, CCI, EVP, DAM, COS, REH, DEF, RST.
Grouped as: Hauptverfahren / Verfahren im Verfahren / Rechtsbehelfe.
Frontend dropdown shows sub-groups within jurisdiction. German names throughout.
2026-03-30 19:34:07 +02:00
m
d38719db2f fix: add email field to UserTenant TypeScript type 2026-03-30 17:19:15 +02:00
m
f51d189a3b fix: show member email instead of UUID in team management 2026-03-30 17:09:14 +02:00
m
dea49f6f8e feat: group proceeding types by jurisdiction in UI dropdowns
- DeadlineCalculator: use optgroup to group by UPC/DE
- DeadlineWizard: add section headers for each jurisdiction
- CaseForm: replace hardcoded TYPE_OPTIONS with API-fetched
  proceeding types grouped by jurisdiction
- Added 3 new DE proceeding types to DB: DE_PATENT,
  DE_NULLITY, DE_OPPOSITION
2026-03-30 14:29:42 +02:00
m
5e401d2eac fix: default deadline calculator date to today 2026-03-30 14:21:08 +02:00
m
4b0ccac384 fix: auto-strip /api/ prefix in api client + document convention
The api client now calls normalizePath() to strip accidental /api/
prefixes. This prevents the recurring /api/api/ double-prefix bug.
Added convention note to .claude/CLAUDE.md so future workers know.
2026-03-30 13:05:02 +02:00
m
3030ef1e8b fix: add all missing type exports (TimeEntry, Invoice, reports, notifications, audit) 2026-03-30 11:52:10 +02:00
m
2578060638 fix: add missing TEMPLATE_CATEGORY_LABELS export to types.ts 2026-03-30 11:43:36 +02:00
m
8f91feee0e feat: UPC deadline determination — event-driven proceeding timeline wizard 2026-03-30 11:38:08 +02:00
m
a89ef26ebd feat: UPC deadline determination — event-driven model with proceeding timeline
Full event-driven deadline determination system ported from youpc.org:

Backend:
- DetermineService: walks proceeding event tree, calculates cascading
  dates with holiday adjustment and conditional logic
- GET /api/proceeding-types/{code}/timeline — full event tree structure
- POST /api/deadlines/determine — calculate timeline with conditions
- POST /api/cases/{caseID}/deadlines/batch — batch-create deadlines
- DeadlineRule model: added is_spawn, spawn_label fields
- GetFullTimeline: recursive CTE following cross-type spawn branches
- Conditional deadlines: condition_rule_id toggles alt_duration/rule_code
  (e.g. Reply changes from RoP.029b to RoP.029a when CCR is filed)
- Seed SQL with full UPC event trees (INF, REV, CCR, APM, APP, AMD)

Frontend:
- DeadlineWizard: interactive proceeding timeline with step-by-step flow
  1. Select proceeding type (visual cards)
  2. Enter trigger event date
  3. Toggle conditional branches (CCR, Appeal, Amend)
  4. See full calculated timeline with color-coded urgency
  5. Batch-create all deadlines on a selected case
- Visual timeline tree with party icons, rule codes, duration badges
- Kept existing DeadlineCalculator as "Schnell" quick mode

Also resolved merge conflicts across 6 files (auth, router, handlers)
merging role-based permissions + audit trail features.
2026-03-30 11:33:59 +02:00
m
6b8c6f761d feat: HL tenant + email domain auto-assignment 2026-03-30 11:29:53 +02:00
m
93a25e3d72 feat: AI features — drafting, strategy, similar cases (P2) 2026-03-30 11:29:41 +02:00
m
81c2bb29b9 feat: reporting dashboard with charts (P1) 2026-03-30 11:29:35 +02:00
m
9f18fbab80 feat: document templates with auto-fill (P1) 2026-03-30 11:29:23 +02:00
m
642877ae54 feat: document templates with auto-fill from case data (P1)
- Database: kanzlai.document_templates table with RLS policies
- Seed: 4 system templates (Klageerwiderung UPC, Berufungsschrift,
  Mandatsbestätigung, Kostenrechnung)
- Backend: TemplateService (CRUD + render), TemplateHandler with
  endpoints: GET/POST /api/templates, GET/PUT/DELETE /api/templates/{id},
  POST /api/templates/{id}/render?case_id=X
- Template variables: case.*, party.*, tenant.*, user.*, date.*, deadline.*
- Frontend: /vorlagen page with category filters, template detail/editor,
  render flow (select case -> preview -> copy/download), variable toolbar
- Quick action: "Schriftsatz erstellen" button on case detail page
- Also: resolved merge conflicts between audit-trail and role-based branches,
  added missing Notification/AuditLog types to frontend
2026-03-30 11:26:25 +02:00
m
fdb4ac55a1 feat: frontend AI tab — KI-Strategie, KI-Entwurf, Aehnliche Faelle
New "KI" tab on case detail page with three sub-panels:
- KI-Strategie: one-click strategic analysis with next steps, risks, timeline
- KI-Entwurf: document drafting with template selection, language, instructions
- Aehnliche Faelle: UPC similar case search with relevance scores

Components: CaseStrategy, DocumentDrafter, SimilarCaseFinder
Types: StrategyRecommendation, DocumentDraft, SimilarCase, etc.
2026-03-30 11:26:01 +02:00
m
118bae1ae3 feat: HL tenant setup + email domain auto-assignment
- Create pre-configured Hogan Lovells tenant with demo flag and
  auto_assign_domains: ["hoganlovells.com"]
- Add POST /api/tenants/auto-assign endpoint: checks email domain
  against tenant settings, auto-assigns user as associate if match
- Add AutoAssignByDomain to TenantService
- Update registration flow: after signup, check auto-assign before
  showing tenant creation form. Skip tenant creation if auto-assigned.
- Add DemoBanner component shown when tenant.settings.demo is true
- Extend GET /api/me to return is_demo flag from tenant settings
2026-03-30 11:24:52 +02:00
m
fdef5af32e feat: reporting dashboard — case stats, deadline compliance, workload, billing (P1)
Backend:
- ReportingService with aggregation queries (CTEs, FILTER clauses)
- 4 API endpoints: /api/reports/{cases,deadlines,workload,billing}
- Date range filtering via ?from=&to= query params

Frontend:
- /berichte page with 4 tabs: Akten, Fristen, Auslastung, Abrechnung
- recharts: bar/pie/line charts for all report types
- Date range picker, CSV export, print-friendly view
- Sidebar nav entry with BarChart3 icon

Also resolves merge conflicts between role-based, notification, and
audit trail branches, and adds missing TS types (AuditLogResponse,
Notification, NotificationPreferences).
2026-03-30 11:24:45 +02:00
m
238811727d feat: time tracking + billing — hourly rates, time entries, invoices (P1)
Database: time_entries, billing_rates, invoices tables with RLS.
Backend: CRUD services+handlers for time entries, billing rates, invoices.
  - Time entries: list/create/update/delete, summary by case/user/month
  - Billing rates: upsert with auto-close previous, current rate lookup
  - Invoices: create with auto-number (RE-YYYY-NNN), status transitions
    (draft->sent->paid, cancellation), link time entries on invoice create
API: 11 new endpoints under /api/time-entries, /api/billing-rates, /api/invoices
Frontend: Zeiterfassung tab on case detail, /abrechnung overview with filters,
  /abrechnung/rechnungen list+detail with status actions, billing rates settings
Also: resolved merge conflicts between audit-trail and role-based branches,
  added missing types (Notification, AuditLogResponse, NotificationPreferences)
2026-03-30 11:24:36 +02:00
m
8e65463130 feat: role-based permissions — owner/partner/associate/paralegal/secretary (P0) 2026-03-30 11:09:05 +02:00
m
a307b29db8 feat: email notifications + deadline reminder system (P0) 2026-03-30 11:08:53 +02:00
m
0a0ec016d8 feat: role-based permissions (owner/partner/associate/paralegal/secretary)
Backend:
- auth/permissions.go: full permission matrix with RequirePermission/RequireRole
  middleware, CanEditCase, CanDeleteDocument helpers
- auth/context.go: add user role to request context
- auth/middleware.go: resolve role alongside tenant in auth flow
- auth/tenant_resolver.go: verify membership + resolve role for X-Tenant-ID
- handlers/case_assignments.go: CRUD for case-level user assignments
- handlers/tenant_handler.go: UpdateMemberRole, GetMe (/api/me) endpoints
- handlers/documents.go: permission-based delete (own vs all)
- router/router.go: permission-wrapped routes for all endpoints
- services/case_assignment_service.go: assign/unassign with tenant validation
- services/tenant_service.go: UpdateMemberRole with owner protection
- models/case_assignment.go: CaseAssignment model

Database:
- user_tenants.role: CHECK constraint (owner/partner/associate/paralegal/secretary)
- case_assignments table: case_id, user_id, role (lead/team/viewer)
- Migrated existing admin->partner, member->associate

Frontend:
- usePermissions hook: fetches /api/me, provides can() helper
- TeamSettings: 5-role dropdown, role change, permission-gated invite
- CaseAssignments: new component for case-level team management
- Sidebar: conditionally hides AI/Settings based on permissions
- Cases page: hides "Neue Akte" button for non-authorized roles
- Case detail: new "Mitarbeiter" tab for assignment management
2026-03-30 11:04:57 +02:00
m
ac20c03f01 feat: email notifications + deadline reminder system
Database:
- notification_preferences table (user_id, tenant_id, reminder days, email/digest toggles)
- notifications table (type, entity link, read/sent tracking, dedup index)

Backend:
- NotificationService with background goroutine checking reminders hourly
- CheckDeadlineReminders: finds deadlines due in N days per user prefs, creates notifications
- Overdue deadline detection and notification
- Daily digest at 8am: compiles pending notifications into one email
- SendEmail via `m mail send` CLI command
- Deduplication: same notification type + entity + day = skip
- API: GET/PATCH notifications, unread count, mark read/all-read
- API: GET/PUT notification-preferences with upsert

Frontend:
- NotificationBell in header with unread count badge (polls every 30s)
- Dropdown panel with notification list, type-colored dots, time-ago, entity links
- Mark individual/all as read
- NotificationSettings in Einstellungen page: reminder day toggles, email toggle, digest toggle
2026-03-30 11:03:17 +02:00
m
b36247dfb9 feat: append-only audit trail for all mutations (P0)
- Database: kanzlai.audit_log table with RLS, append-only policies
  (no UPDATE/DELETE), indexes for entity, user, and time queries
- Backend: AuditService.Log() with context-based tenant/user/IP/UA
  extraction, wired into all 7 services (case, deadline, appointment,
  document, note, party, tenant)
- API: GET /api/audit-log with entity_type, entity_id, user_id,
  from/to date, and pagination filters
- Frontend: Protokoll tab on case detail page with chronological
  audit entries, diff preview, and pagination

Required by § 50 BRAO and DSGVO Art. 5(2).
2026-03-30 11:02:28 +02:00
m
7c7ae396f4 feat: Phase D — case detail refactor to URL-based nested routes 2026-03-25 19:32:41 +01:00
m
433a0408f2 feat: Phase C — detail pages for deadlines, appointments, events, creation forms 2026-03-25 19:32:17 +01:00
m
84b178edbf feat: Phase B — interactive dashboard, breadcrumbs, clickable navigation
- Breadcrumb component: reusable nav with items array (label+href)
- DeadlineTrafficLights: buttons → Links to /fristen?status={filter}
- CaseOverviewGrid: static metrics → clickable Links to /cases?status={filter}
- UpcomingTimeline: items → clickable Links to /fristen/{id} or /termine/{id}
  with case number links and hover chevron
- QuickActions: swap CalDAV Sync for "Neuer Termin" → /termine/neu,
  fix "Frist eintragen" → /fristen/neu
- AISummaryCard: add RefreshCw button with spinning animation
- RecentActivityList: new component showing recent case events
- DeadlineList: accept initialStatus prop, add this_week/ok filters
- fristen/page.tsx: read searchParams.status for initial filter
- Add breadcrumbs to dashboard, fristen, cases, termine pages
- Add RecentActivity type, update DashboardData type
2026-03-25 19:29:13 +01:00
m
7094212dcf feat: Phase C frontend detail pages for deadlines, appointments, events
- Deadline detail page (/fristen/[id]) with status badge, due date,
  case context, complete button, and notes
- Appointment detail page (/termine/[id]) with datetime, location,
  type badge, case link, description, and notes
- Case event detail page (/cases/[id]/ereignisse/[eventId]) with
  event type icon, description, metadata, and notes
- Standalone deadline creation (/fristen/neu) with case dropdown
- Standalone appointment creation (/termine/neu) with optional case
- Reusable Breadcrumb component for navigation hierarchy
- Reusable NotesList component with inline create/edit/delete
- Added Note and RecentActivity types to lib/types.ts
2026-03-25 19:29:12 +01:00
m
9787450d91 feat: refactor case detail from useState tabs to URL-based nested routes
Refactors the monolithic cases/[id]/page.tsx into Next.js nested routes
with a shared layout for the case header and tab navigation bar.

Route structure:
- cases/[id]/layout.tsx — case header + tab bar (active tab from URL)
- cases/[id]/page.tsx — redirects to ./verlauf
- cases/[id]/verlauf/page.tsx — timeline tab
- cases/[id]/fristen/page.tsx — deadlines tab
- cases/[id]/dokumente/page.tsx — documents tab (with upload)
- cases/[id]/parteien/page.tsx — parties tab
- cases/[id]/notizen/page.tsx — notes tab (new, uses NotesList)

New shared components:
- Breadcrumb.tsx — reusable breadcrumb navigation
- NotesList.tsx — reusable notes CRUD (inline create/edit/delete)
- Note type added to types.ts

Benefits: deep linking, browser back/forward, bookmarkable tabs.
2026-03-25 19:28:29 +01:00
m
cd31e76d07 fix: TenantSwitcher shows dropdown for single tenant, wider name display 2026-03-25 18:40:15 +01:00
m
50bfa3deb4 fix: add array guards to all frontend components consuming API responses
Prevents "M.forEach is not a function" crashes when API returns error
objects or unexpected shapes instead of arrays. Guards all useQuery
consumers with Array.isArray checks and safe defaults for object props.

Files fixed: DeadlineList, AppointmentList, TenantSwitcher,
DeadlineTrafficLights, UpcomingTimeline, CaseOverviewGrid,
AISummaryCard, TeamSettings, and all page-level components
(dashboard, cases, fristen, termine, ai/extract).
2026-03-25 18:34:11 +01:00
m
e635efa71e fix: remove remaining /api/ double-prefix from template literal API calls
Previous fix missed backtick template strings. Fixed 7 more api.*()
calls in appointments, deadlines, settings, and einstellungen pages.
2026-03-25 18:20:35 +01:00
m
325fbeb5de test: comprehensive E2E and API test suite for full KanzlAI stack
Backend (Go):
- Expanded integration_test.go: health, auth middleware (expired/invalid/wrong-secret JWT),
  tenant CRUD, case CRUD (create/list/get/update/delete + filters + validation),
  deadline CRUD (create/list/update/complete/delete), appointment CRUD,
  dashboard (verifies all sections), deadline calculator (valid/invalid/unknown type),
  proceeding types & rules, document endpoints, AI extraction (no-key path),
  and full critical path E2E (auth -> case -> deadline -> appointment -> dashboard -> complete)
- New handler unit tests: case (10), appointment (11), dashboard (1), calculate (5),
  document (10), AI (4) — all testing validation, auth guards, and error paths without DB
- Total: ~80 backend tests (unit + integration)

Frontend (TypeScript/Vitest):
- Installed vitest 2.x, @testing-library/react, @testing-library/jest-dom, jsdom 24, msw
- vitest.config.ts with jsdom env, esbuild JSX automatic, path aliases
- API client tests (13): URL construction, no double /api/, auth header, tenant header,
  POST/PUT/PATCH/DELETE methods, error handling, 204 responses
- DeadlineTrafficLights tests (5): renders cards, correct counts, zero state, onFilter callback
- CaseOverviewGrid tests (4): renders categories, counts, header, zero state
- LoginPage tests (8): form rendering, mode toggle, password login, redirect, error display,
  magic link, registration link
- Total: 30 frontend tests

Makefile: test-frontend target now runs vitest instead of placeholder echo.
2026-03-25 16:19:00 +01:00
m
19bea8d058 fix: remove /api/ double-prefix from all frontend API calls
Frontend api.ts baseUrl is already "/api", so paths like
"/api/cases" produced "/api/api/cases". Stripped the redundant
prefix from all component calls. Rewrite destination correctly
adds /api/ back for the Go backend.
2026-03-25 16:05:50 +01:00
m
661135d137 fix: exclude /api/ routes from Next.js auth middleware
The middleware was intercepting API proxy requests and redirecting
to /login. API routes should pass through to the Go backend which
handles its own JWT auth.
2026-03-25 15:58:42 +01:00
m
fe97fed56d feat: add CalDAV settings UI and team management pages (Phase 3P)
Backend: PUT /api/tenants/{id}/settings endpoint for updating tenant
settings (JSONB merge). Frontend: /einstellungen page with CalDAV
config (URL, credentials, calendar path, sync toggle, interval),
manual sync button, live sync status display. /einstellungen/team
page with member list, invite-by-email, role management.
2026-03-25 14:26:05 +01:00
m
b49992b9c0 feat: UI polish — responsive, loading/empty/error states, German (Phase 3Q) 2026-03-25 14:20:08 +01:00
m
f81a2492c6 feat: UI polish — responsive, loading/empty/error states, German fixes (Phase 3Q)
- Responsive sidebar: collapses on mobile with hamburger menu, slide-in animation
- Skeleton loaders: dashboard cards, case table, case detail page
- Empty states: friendly messages with icons for cases, deadlines, parties, documents
- Error states: retry button on dashboard, proper error message on case not found
- Form validation: inline error messages on case creation form
- German language: fix all missing umlauts (Zurück, wählen, Anhängig, Verfügung, etc.)
- Status labels: display German translations instead of raw status values
- Transitions: fade-in animations on page load, hover/transition-colors on all interactive elements
- Focus states: focus-visible ring for keyboard accessibility
- Mobile layout: stacking for filters, forms, tabs; horizontal scroll for tables
- Extraction results: card layout on mobile, table on desktop
- Missing types: add DashboardData, DeadlineSummary, CaseSummary, ExtractedDeadline etc.
- Fix QuickActions links to use correct routes (/cases/new, /ai/extract)
- Consistent input focus styles across all forms
2026-03-25 14:16:30 +01:00
m
b4f3b26cbe feat: add document management frontend (Phase 2N) 2026-03-25 14:04:28 +01:00
m
749273fba7 feat: add appointment calendar frontend (Phase 1H)
- /termine page with list/calendar view toggle
- AppointmentList: date-grouped list with type/case filtering, summary cards
- AppointmentCalendar: month grid with colored type dots, clickable days/appointments
- AppointmentModal: create/edit/delete with case linking, type selection, location
2026-03-25 14:00:56 +01:00
m
0ab2e8b383 feat: add document management frontend (Phase 2N)
- DocumentUpload: dropzone with multi-file support, upload via
  POST /api/cases/{id}/documents, progress feedback with toast
- DocumentList: type badges, file size, upload date, download links,
  delete with inline confirmation
- Integrated as Dokumente tab in case detail page with count badge
- Eagerly fetches document count for tab badge display
2026-03-25 13:59:48 +01:00
m
2cf01073a3 feat: add AI extraction frontend page (Phase 2M) 2026-03-25 13:54:49 +01:00
m
ed83d23d06 feat: add deadline management frontend (Phase 1G) 2026-03-25 13:54:35 +01:00
m
97ebeafcf7 feat: add case list, detail, and creation pages (Phase 1F) 2026-03-25 13:54:23 +01:00
m
1fa7d90050 feat: add deadline management frontend (Phase 1G)
- Fristen page with list view (sortable, filterable by status/case)
- Calendar view with month navigation and deadline dots
- Deadline calculator page (proceeding type + trigger date = timeline)
- Traffic light urgency: red (overdue), amber (this week), green (OK)
- Backend: GET /api/deadlines (all tenant deadlines), GET /api/proceeding-types
- API client: added patch() method
- Types: DeadlineRule, ProceedingType, CalculatedDeadline, RuleTreeNode
2026-03-25 13:53:12 +01:00
m
3a56d4cf11 feat: add frontend case list, detail, and creation pages (Phase 1F)
- Case list page (/cases) with search, status/type filters, status badges
- Case creation page (/cases/new) with reusable CaseForm component
- Case detail page (/cases/[id]) with tabs: Timeline, Deadlines, Documents, Parties
- CaseTimeline component for chronological case_events display
- PartyList component with inline party CRUD (add/delete)
- Updated sidebar navigation to route to /cases
2026-03-25 13:50:20 +01:00
m
45188ff5cb feat: add frontend dashboard with traffic lights, timeline, and AI summary (Phase 2L)
Dashboard page at /dashboard with 5 components:
- DeadlineTrafficLights: RED/AMBER/GREEN cards with animated counts and pulse for overdue
- CaseOverviewGrid: active/new/closed case counts
- UpcomingTimeline: merged deadlines + appointments for next 7 days, grouped by day
- AISummaryCard: natural language summary generated from dashboard data
- QuickActions: shortcuts to create cases, deadlines, AI analysis, CalDAV sync

3-column responsive grid layout. Root / redirects to /dashboard.
Fetches from GET /api/dashboard with 60s auto-refresh via react-query.
2026-03-25 13:49:24 +01:00