Comprehensive analysis of the Excel-based patent litigation cost calculator
with implementation plan for the web version:
- Fee calculation logic (GKG/RVG step-based accumulator, all multipliers)
- Exact fee schedule data for all 5 versions (extracted from Excel)
- UPC fee structure research (fixed fees, value-based brackets, recoverable costs)
- Architecture: new page at /kosten/rechner within KanzlAI-mGMT (pure frontend)
- Complete input/output specifications
- 3 bugs to fix from the Excel (VAT formula, wrong fee type, missing expert fees)
- Side-by-side DE vs UPC cost comparison data
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.
The m CLI isn't available in Docker containers. Replace exec.Command("m", "mail", "send")
with direct SMTP using crypto/tls + net/smtp (implicit TLS on port 465).
Env vars: SMTP_HOST, SMTP_PORT, SMTP_USER, SMTP_PASS, MAIL_FROM
Gracefully skips sending if SMTP is not configured.
Note: mgmt@msbls.de rejected by Hostinger as not owned by mail@msbls.de.
Default from address set to mail@msbls.de until alias is created.
The search_path was changed from kanzlai to mgmt but seed files
still referenced the old schema. Also added missing is_spawn and
spawn_label columns to mgmt.deadline_rules via direct DB migration.
Root cause of timeline 404 / calculate+determine 400: the ruleColumns
query selected is_spawn and spawn_label which didn't exist in the
mgmt.deadline_rules table, causing all deadline rule queries to fail.
- 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
Now that KanzlAI is on the youpc.org Supabase instance, the separate
YouPCDatabaseURL connection is unnecessary. The main database connection
can query mlex.* tables directly since they're on the same Postgres.
- Remove YouPCDatabaseURL from config
- Remove separate sqlx.Connect block in main.go
- Pass main database handle as youpcDB parameter to router
- Update CLAUDE.md: mgmt schema in youpc.org (was kanzlai in flexsiebels)
Register routes for reports, time entries, invoices, billing rates,
and document templates. All handlers and services already existed but
were not connected in the router.
Permission mapping:
- Reports, invoices, billing rates: PermManageBilling (partners+owners)
- Templates create/update/delete: PermCreateCase
- Time entries, template read/render: all authenticated users
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.
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.
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.
Backend:
- DraftDocument: Claude generates legal documents from case data + template type
(14 template types: Klageschrift, UPC claims, Abmahnung, etc.)
- CaseStrategy: Opus-powered strategic analysis with next steps, risk assessment,
and timeline optimization (structured tool output)
- FindSimilarCases: queries youpc.org Supabase for UPC cases, Claude ranks by
relevance with explanations and key holdings
Endpoints: POST /api/ai/draft-document, /case-strategy, /similar-cases
All rate-limited (5 req/min) and permission-gated (PermAIExtraction).
YouPC database connection is optional (YOUPC_DATABASE_URL env var).
- 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
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).
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)
