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

.claude/CLAUDE.md

@@ -18,6 +18,7 @@
 - ESLint must pass before committing
 - Import aliases: `@/` maps to `src/`
 - Bun as package manager (not npm/yarn/pnpm)
+- **API paths: NEVER include `/api/` prefix.** The `api` client in `lib/api.ts` already has `baseUrl="/api"`. Write `api.get("/cases")` NOT `api.get("/api/cases")`. The client auto-strips accidental `/api/` prefixes but don't rely on it.
 
 ## General
 

CLAUDE.md

@@ -18,7 +18,7 @@ frontend/          Next.js 15 (TypeScript, Tailwind CSS, App Router)
 
 - **Frontend:** Next.js 15 with TypeScript, Tailwind CSS v4, App Router, Bun
 - **Backend:** Go (standard library HTTP server)
-- **Database:** Supabase (PostgreSQL) — `kanzlai` schema in flexsiebels instance
+- **Database:** Supabase (PostgreSQL) — `mgmt` schema in youpc.org instance
 - **Deploy:** Dokploy on mLake, domain: kanzlai.msbls.de
 
 ## Development

backend/cmd/server/main.go

@@ -5,7 +5,6 @@ import (
 	"net/http"
 	"os"
 
-	"github.com/jmoiron/sqlx"
 	_ "github.com/lib/pq"
 
 	"mgit.msbls.de/m/KanzlAI-mGMT/internal/auth"
@@ -34,21 +33,6 @@ func main() {
 
 	authMW := auth.NewMiddleware(cfg.SupabaseJWTSecret, database)
 
-	// Optional: connect to youpc.org database for similar case finder
-	var youpcDB *sqlx.DB
-	if cfg.YouPCDatabaseURL != "" {
-		youpcDB, err = sqlx.Connect("postgres", cfg.YouPCDatabaseURL)
-		if err != nil {
-			slog.Warn("failed to connect to youpc.org database — similar case finder disabled", "error", err)
-			youpcDB = nil
-		} else {
-			youpcDB.SetMaxOpenConns(5)
-			youpcDB.SetMaxIdleConns(2)
-			defer youpcDB.Close()
-			slog.Info("connected to youpc.org database for similar case finder")
-		}
-	}
-
 	// Start CalDAV sync service
 	calDAVSvc := services.NewCalDAVService(database)
 	calDAVSvc.Start()
@@ -59,7 +43,7 @@ func main() {
 	notifSvc.Start()
 	defer notifSvc.Stop()
 
-	handler := router.New(database, authMW, cfg, calDAVSvc, notifSvc, youpcDB)
+	handler := router.New(database, authMW, cfg, calDAVSvc, notifSvc, database)
 
 	slog.Info("starting KanzlAI API server", "port", cfg.Port)
 	if err := http.ListenAndServe(":"+cfg.Port, handler); err != nil {

backend/internal/config/config.go

@@ -14,7 +14,6 @@ type Config struct {
 	SupabaseJWTSecret string
 	AnthropicAPIKey   string
 	FrontendOrigin    string
-	YouPCDatabaseURL  string // read-only connection to youpc.org Supabase for similar case finder
 }
 
 func Load() (*Config, error) {
@@ -27,7 +26,6 @@ func Load() (*Config, error) {
 		SupabaseJWTSecret: os.Getenv("SUPABASE_JWT_SECRET"),
 		AnthropicAPIKey:  os.Getenv("ANTHROPIC_API_KEY"),
 		FrontendOrigin:   getEnv("FRONTEND_ORIGIN", "https://kanzlai.msbls.de"),
-		YouPCDatabaseURL: os.Getenv("YOUPC_DATABASE_URL"),
 	}
 
 	if cfg.DatabaseURL == "" {

backend/internal/db/connection.go

@@ -13,8 +13,8 @@ func Connect(databaseURL string) (*sqlx.DB, error) {
 		return nil, fmt.Errorf("connecting to database: %w", err)
 	}
 
-	// Set search_path so queries use kanzlai schema by default
-	if _, err := db.Exec("SET search_path TO kanzlai, public"); err != nil {
+	// Set search_path so queries use mgmt schema by default
+	if _, err := db.Exec("SET search_path TO mgmt, public"); err != nil {
 		db.Close()
 		return nil, fmt.Errorf("setting search_path: %w", err)
 	}

backend/internal/router/router.go

@@ -32,6 +32,11 @@ func New(db *sqlx.DB, authMW *auth.Middleware, cfg *config.Config, calDAVSvc *se
 	storageCli := services.NewStorageClient(cfg.SupabaseURL, cfg.SupabaseServiceKey)
 	documentSvc := services.NewDocumentService(db, storageCli, auditSvc)
 	assignmentSvc := services.NewCaseAssignmentService(db)
+	reportSvc := services.NewReportingService(db)
+	timeEntrySvc := services.NewTimeEntryService(db, auditSvc)
+	invoiceSvc := services.NewInvoiceService(db, auditSvc)
+	billingRateSvc := services.NewBillingRateService(db, auditSvc)
+	templateSvc := services.NewTemplateService(db, auditSvc)
 
 	// AI service (optional — only if API key is configured)
 	var aiH *handlers.AIHandler
@@ -71,6 +76,11 @@ func New(db *sqlx.DB, authMW *auth.Middleware, cfg *config.Config, calDAVSvc *se
 	eventH := handlers.NewCaseEventHandler(db)
 	docH := handlers.NewDocumentHandler(documentSvc)
 	assignmentH := handlers.NewCaseAssignmentHandler(assignmentSvc)
+	reportH := handlers.NewReportHandler(reportSvc)
+	timeH := handlers.NewTimeEntryHandler(timeEntrySvc)
+	invoiceH := handlers.NewInvoiceHandler(invoiceSvc)
+	billingH := handlers.NewBillingRateHandler(billingRateSvc)
+	templateH := handlers.NewTemplateHandler(templateSvc, caseSvc, partySvc, deadlineSvc, tenantSvc)
 
 	// Public routes
 	mux.HandleFunc("GET /health", handleHealth(db))
@@ -205,6 +215,39 @@ func New(db *sqlx.DB, authMW *auth.Middleware, cfg *config.Config, calDAVSvc *se
 		scoped.HandleFunc("GET /api/caldav/status", calDAVH.GetStatus)
 	}
 
+	// Reports — cases/deadlines/workload open to all, billing restricted
+	scoped.HandleFunc("GET /api/reports/cases", reportH.Cases)
+	scoped.HandleFunc("GET /api/reports/deadlines", reportH.Deadlines)
+	scoped.HandleFunc("GET /api/reports/workload", reportH.Workload)
+	scoped.HandleFunc("GET /api/reports/billing", perm(auth.PermManageBilling, reportH.Billing))
+
+	// Time entries — all can view/create, tied to cases
+	scoped.HandleFunc("GET /api/cases/{id}/time-entries", timeH.ListForCase)
+	scoped.HandleFunc("GET /api/time-entries", timeH.List)
+	scoped.HandleFunc("POST /api/cases/{id}/time-entries", timeH.Create)
+	scoped.HandleFunc("PUT /api/time-entries/{id}", timeH.Update)
+	scoped.HandleFunc("DELETE /api/time-entries/{id}", timeH.Delete)
+	scoped.HandleFunc("GET /api/time-entries/summary", timeH.Summary)
+
+	// Invoices — billing permission required
+	scoped.HandleFunc("GET /api/invoices", perm(auth.PermManageBilling, invoiceH.List))
+	scoped.HandleFunc("GET /api/invoices/{id}", perm(auth.PermManageBilling, invoiceH.Get))
+	scoped.HandleFunc("POST /api/invoices", perm(auth.PermManageBilling, invoiceH.Create))
+	scoped.HandleFunc("PUT /api/invoices/{id}", perm(auth.PermManageBilling, invoiceH.Update))
+	scoped.HandleFunc("PATCH /api/invoices/{id}/status", perm(auth.PermManageBilling, invoiceH.UpdateStatus))
+
+	// Billing rates — billing permission required
+	scoped.HandleFunc("GET /api/billing-rates", perm(auth.PermManageBilling, billingH.List))
+	scoped.HandleFunc("PUT /api/billing-rates", perm(auth.PermManageBilling, billingH.Upsert))
+
+	// Document templates — all can view/use, manage needs case creation permission
+	scoped.HandleFunc("GET /api/templates", templateH.List)
+	scoped.HandleFunc("GET /api/templates/{id}", templateH.Get)
+	scoped.HandleFunc("POST /api/templates", perm(auth.PermCreateCase, templateH.Create))
+	scoped.HandleFunc("PUT /api/templates/{id}", perm(auth.PermCreateCase, templateH.Update))
+	scoped.HandleFunc("DELETE /api/templates/{id}", perm(auth.PermCreateCase, templateH.Delete))
+	scoped.HandleFunc("POST /api/templates/{id}/render", templateH.Render)
+
 	// Wire: auth -> tenant routes go directly, scoped routes get tenant resolver
 	api.Handle("/api/", tenantResolver.Resolve(scoped))
 

frontend/src/components/cases/CaseForm.tsx

@@ -1,16 +1,14 @@
 "use client";
 
 import { useState } from "react";
+import { useQuery } from "@tanstack/react-query";
+import { api } from "@/lib/api";
+import type { ProceedingType } from "@/lib/types";
 
-const TYPE_OPTIONS = [
-  { value: "", label: "-- Typ wählen --" },
-  { value: "INF", label: "Verletzungsklage (INF)" },
-  { value: "REV", label: "Widerruf (REV)" },
-  { value: "CCR", label: "Einstweilige Verfügung (CCR)" },
-  { value: "APP", label: "Berufung (APP)" },
-  { value: "PI", label: "Vorläufiger Rechtsschutz (PI)" },
-  { value: "ZPO_CIVIL", label: "ZPO Zivilverfahren" },
-];
+const JURISDICTION_LABELS: Record<string, string> = {
+  UPC: "UPC-Verfahren",
+  DE: "Deutsche Patentverfahren",
+};
 
 export interface CaseFormData {
   case_number: string;
@@ -34,6 +32,10 @@ export function CaseForm({
   isSubmitting,
   submitLabel = "Akte anlegen",
 }: CaseFormProps) {
+  const { data: proceedingTypes } = useQuery({
+    queryKey: ["proceeding-types"],
+    queryFn: () => api.get<ProceedingType[]>("/proceeding-types"),
+  });
   const [form, setForm] = useState<CaseFormData>({
     case_number: initialData?.case_number ?? "",
     title: initialData?.title ?? "",
@@ -139,11 +141,24 @@ export function CaseForm({
             onChange={(e) => update("case_type", e.target.value)}
             className={inputClass}
           >
-            {TYPE_OPTIONS.map((o) => (
-              <option key={o.value} value={o.value}>
-                {o.label}
-              </option>
-            ))}
+            <option value="">-- Typ wählen --</option>
+            {(() => {
+              const grouped = new Map<string, ProceedingType[]>();
+              for (const pt of proceedingTypes ?? []) {
+                const key = pt.jurisdiction ?? "Sonstige";
+                if (!grouped.has(key)) grouped.set(key, []);
+                grouped.get(key)!.push(pt);
+              }
+              return Array.from(grouped.entries()).map(([jurisdiction, types]) => (
+                <optgroup key={jurisdiction} label={JURISDICTION_LABELS[jurisdiction] ?? jurisdiction}>
+                  {types.map((pt) => (
+                    <option key={pt.id} value={pt.code}>
+                      {pt.name} ({pt.code})
+                    </option>
+                  ))}
+                </optgroup>
+              ));
+            })()}
           </select>
         </div>
         <div>

frontend/src/components/deadlines/DeadlineCalculator.tsx

@@ -35,7 +35,9 @@ const inputClass =
 
 export function DeadlineCalculator() {
   const [proceedingType, setProceedingType] = useState("");
-  const [triggerDate, setTriggerDate] = useState("");
+  const [triggerDate, setTriggerDate] = useState(
+    new Date().toISOString().split("T")[0],
+  );
 
   const { data: proceedingTypes, isLoading: typesLoading } = useQuery({
     queryKey: ["proceeding-types"],
@@ -83,11 +85,27 @@ export function DeadlineCalculator() {
               className={inputClass}
             >
               <option value="">Bitte wählen...</option>
-              {proceedingTypes?.map((pt) => (
-                <option key={pt.id} value={pt.code}>
-                  {pt.name} ({pt.code})
-                </option>
-              ))}
+              {(() => {
+                const grouped = new Map<string, ProceedingType[]>();
+                for (const pt of proceedingTypes ?? []) {
+                  const key = pt.jurisdiction ?? "Sonstige";
+                  if (!grouped.has(key)) grouped.set(key, []);
+                  grouped.get(key)!.push(pt);
+                }
+                const labels: Record<string, string> = {
+                  UPC: "UPC-Verfahren",
+                  DE: "Deutsche Patentverfahren",
+                };
+                return Array.from(grouped.entries()).map(([jurisdiction, types]) => (
+                  <optgroup key={jurisdiction} label={labels[jurisdiction] ?? jurisdiction}>
+                    {types.map((pt) => (
+                      <option key={pt.id} value={pt.code}>
+                        {pt.name} ({pt.code})
+                      </option>
+                    ))}
+                  </optgroup>
+                ));
+              })()}
             </select>
           </div>
           <div>

frontend/src/components/deadlines/DeadlineWizard.tsx

@@ -276,32 +276,53 @@ export function DeadlineWizard() {
           )}
         </div>
 
-        <div className="mt-4 grid grid-cols-2 gap-2 sm:grid-cols-3 lg:grid-cols-6">
+        <div className="mt-4 space-y-4">
           {typesLoading ? (
-            <div className="col-span-full flex justify-center py-4">
+            <div className="flex justify-center py-4">
               <Loader2 className="h-5 w-5 animate-spin text-neutral-400" />
             </div>
           ) : (
-            proceedingTypes?.map((pt) => (
-              <button
-                key={pt.id}
-                onClick={() => handleTypeSelect(pt.code)}
-                className={`rounded-lg border px-3 py-2.5 text-left transition-all ${
-                  selectedType === pt.code
-                    ? "border-neutral-900 bg-neutral-900 text-white shadow-sm"
-                    : "border-neutral-200 bg-white text-neutral-700 hover:border-neutral-400 hover:bg-neutral-50"
-                }`}
-              >
-                <div className="flex items-center gap-1.5">
-                  <div
-                    className="h-2 w-2 rounded-full"
-                    style={{ backgroundColor: pt.default_color }}
-                  />
-                  <span className="text-xs font-semibold">{pt.code}</span>
+            (() => {
+              const grouped = new Map<string, ProceedingType[]>();
+              for (const pt of proceedingTypes ?? []) {
+                const key = pt.jurisdiction ?? "Sonstige";
+                if (!grouped.has(key)) grouped.set(key, []);
+                grouped.get(key)!.push(pt);
+              }
+              const labels: Record<string, string> = {
+                UPC: "UPC-Verfahren",
+                DE: "Deutsche Patentverfahren",
+              };
+              return Array.from(grouped.entries()).map(([jurisdiction, types]) => (
+                <div key={jurisdiction}>
+                  <div className="mb-2 text-xs font-medium text-neutral-500">
+                    {labels[jurisdiction] ?? jurisdiction}
+                  </div>
+                  <div className="grid grid-cols-2 gap-2 sm:grid-cols-3 lg:grid-cols-6">
+                    {types.map((pt) => (
+                      <button
+                        key={pt.id}
+                        onClick={() => handleTypeSelect(pt.code)}
+                        className={`rounded-lg border px-3 py-2.5 text-left transition-all ${
+                          selectedType === pt.code
+                            ? "border-neutral-900 bg-neutral-900 text-white shadow-sm"
+                            : "border-neutral-200 bg-white text-neutral-700 hover:border-neutral-400 hover:bg-neutral-50"
+                        }`}
+                      >
+                        <div className="flex items-center gap-1.5">
+                          <div
+                            className="h-2 w-2 rounded-full"
+                            style={{ backgroundColor: pt.default_color }}
+                          />
+                          <span className="text-xs font-semibold">{pt.code}</span>
+                        </div>
+                        <div className="mt-1 text-xs leading-tight opacity-80">{pt.name}</div>
+                      </button>
+                    ))}
+                  </div>
                 </div>
-                <div className="mt-1 text-xs leading-tight opacity-80">{pt.name}</div>
-              </button>
-            ))
+              ));
+            })()
           )}
         </div>
       </div>
@@ -444,7 +465,7 @@ export function DeadlineWizard() {
             <Scale className="h-6 w-6 text-neutral-400" />
           </div>
           <p className="mt-3 text-sm font-medium text-neutral-700">
-            UPC-Fristenbestimmung
+            Fristenbestimmung
           </p>
           <p className="mt-1 max-w-sm text-xs text-neutral-500">
             Waehlen Sie die Verfahrensart und geben Sie das Datum des ausloesenden Ereignisses ein.

frontend/src/lib/api.ts

@@ -4,6 +4,14 @@ import type { ApiError } from "@/lib/types";
 class ApiClient {
   private baseUrl = "/api";
 
+  /** Strip leading /api/ if accidentally included — baseUrl already provides it */
+  private normalizePath(path: string): string {
+    if (path.startsWith("/api/")) {
+      return path.slice(4); // "/api/foo" -> "/foo"
+    }
+    return path;
+  }
+
   private async getHeaders(): Promise<HeadersInit> {
     const supabase = createClient();
     const {
@@ -29,9 +37,10 @@ class ApiClient {
   }
 
   private async request<T>(
-    path: string,
+    rawPath: string,
     options: RequestInit = {},
   ): Promise<T> {
+    const path = this.normalizePath(rawPath);
     const headers = await this.getHeaders();
     const res = await fetch(`${this.baseUrl}${path}`, {
       ...options,
@@ -80,7 +89,8 @@ class ApiClient {
     return this.request<T>(path, { method: "DELETE" });
   }
 
-  async postFormData<T>(path: string, formData: FormData): Promise<T> {
+  async postFormData<T>(rawPath: string, formData: FormData): Promise<T> {
+    const path = this.normalizePath(rawPath);
     const supabase = createClient();
     const {
       data: { session },

frontend/src/lib/types.ts

@@ -353,31 +353,6 @@ export interface DashboardData {
   recent_activity?: RecentActivity[];
 }
 
-// Notes
-export interface Note {
-  id: string;
-  tenant_id: string;
-  case_id?: string;
-  deadline_id?: string;
-  appointment_id?: string;
-  case_event_id?: string;
-  content: string;
-  created_by?: string;
-  created_at: string;
-  updated_at: string;
-}
-
-// Recent Activity
-export interface RecentActivity {
-  id: string;
-  event_type?: string;
-  title: string;
-  case_id: string;
-  case_number: string;
-  event_date?: string;
-  created_at: string;
-}
-
 // AI Extraction types
 
 export interface ExtractedDeadline {
@@ -427,6 +402,13 @@ export const TEMPLATE_TYPES: Record<string, string> = {
   upc_injunction: "UPC Provisional Measures",
 };
 
+export const TEMPLATE_CATEGORY_LABELS: Record<string, string> = {
+  schriftsatz: "Schriftsatz",
+  vertrag: "Vertrag",
+  korrespondenz: "Korrespondenz",
+  intern: "Intern",
+};
+
 // AI Case Strategy
 
 export interface StrategyStep {
@@ -472,3 +454,244 @@ export interface SimilarCasesResponse {
   cases: SimilarCase[];
   count: number;
 }
+
+// Time Tracking
+
+export interface TimeEntry {
+  id: string;
+  tenant_id: string;
+  case_id: string;
+  user_id: string;
+  description: string;
+  duration_minutes: number;
+  hourly_rate: number;
+  billable: boolean;
+  billed?: boolean;
+  activity?: string;
+  date: string;
+  created_at: string;
+  updated_at: string;
+}
+
+// Billing
+
+export interface InvoiceItem {
+  description: string;
+  amount: number;
+  duration_minutes?: number;
+  hourly_rate?: number;
+}
+
+export interface Invoice {
+  id: string;
+  tenant_id: string;
+  case_id: string;
+  invoice_number: string;
+  client_name: string;
+  client_address?: string;
+  items: InvoiceItem[];
+  subtotal: number;
+  tax_rate: number;
+  tax_amount: number;
+  total: number;
+  status: string;
+  notes?: string;
+  issued_at?: string;
+  due_at?: string;
+  paid_at?: string;
+  created_at: string;
+  updated_at: string;
+}
+
+export interface BillingRate {
+  id: string;
+  tenant_id: string;
+  user_id?: string;
+  rate: number;
+  currency: string;
+  valid_from: string;
+  valid_to?: string;
+  created_at: string;
+  updated_at: string;
+}
+
+// Reports
+
+export interface BillingReportMonthly {
+  period: string;
+  cases_new: number;
+  cases_closed: number;
+  cases_active: number;
+}
+
+export interface BillingReportByType {
+  case_type: string;
+  total: number;
+  active: number;
+  closed: number;
+}
+
+export interface BillingReport {
+  total_revenue: number;
+  outstanding: number;
+  billable_hours: number;
+  non_billable_hours: number;
+  monthly: BillingReportMonthly[];
+  by_type: BillingReportByType[];
+}
+
+export interface CaseReportTotal {
+  opened: number;
+  closed: number;
+  active: number;
+}
+
+export interface CaseReportMonthly {
+  period: string;
+  opened: number;
+  closed: number;
+  active: number;
+}
+
+export interface CaseReportByType {
+  case_type: string;
+  count: number;
+  active: number;
+  closed: number;
+  total: number;
+}
+
+export interface CaseReportByCourt {
+  court: string;
+  count: number;
+}
+
+export interface CaseReport {
+  opened: number;
+  closed: number;
+  active: number;
+  total: CaseReportTotal;
+  monthly: CaseReportMonthly[];
+  by_type: CaseReportByType[];
+  by_court: CaseReportByCourt[];
+}
+
+export interface DeadlineReportTotal {
+  total: number;
+  met: number;
+  missed: number;
+  compliance_rate: number;
+}
+
+export interface DeadlineReportMonthly {
+  period: string;
+  total: number;
+  met: number;
+  missed: number;
+  pending: number;
+  compliance_rate: number;
+}
+
+export interface MissedDeadline {
+  id: string;
+  title: string;
+  case_id: string;
+  case_number: string;
+  case_title: string;
+  due_date: string;
+  days_overdue: number;
+}
+
+export interface DeadlineReport {
+  compliance_rate: number;
+  met: number;
+  total: DeadlineReportTotal;
+  monthly: DeadlineReportMonthly[];
+  missed: MissedDeadline[];
+  by_case: Record<string, number>;
+}
+
+export interface WorkloadUser {
+  name: string;
+  user_id: string;
+  hours: number;
+  utilization: number;
+  active_cases: number;
+  deadlines: number;
+  overdue: number;
+  completed: number;
+}
+
+export interface WorkloadReport {
+  users: WorkloadUser[];
+}
+
+// Document Templates
+
+export interface DocumentTemplate {
+  id: string;
+  tenant_id: string;
+  name: string;
+  description?: string;
+  category: string;
+  content: string;
+  variables: string[];
+  is_system: boolean;
+  created_at: string;
+  updated_at: string;
+}
+
+export interface RenderResponse {
+  rendered_content: string;
+  content: string;
+  name: string;
+}
+
+// Notifications
+
+export interface Notification {
+  id: string;
+  tenant_id: string;
+  type: string;
+  entity_type: string;
+  entity_id: string;
+  title: string;
+  body: string;
+  sent_at?: string;
+  read_at?: string;
+  created_at: string;
+  updated_at: string;
+}
+
+export interface NotificationPreferences {
+  deadline_reminder_days: number[];
+  email_enabled: boolean;
+  daily_digest: boolean;
+}
+
+export interface NotificationListResponse {
+  notifications: Notification[];
+  data: Notification[];
+  total: number;
+  unread_count: number;
+}
+
+// Audit Log
+
+export interface AuditLogEntry {
+  id: string;
+  tenant_id: string;
+  user_id: string;
+  action: string;
+  entity_type: string;
+  entity_id: string;
+  old_values?: Record<string, unknown>;
+  new_values?: Record<string, unknown>;
+  ip_address?: string;
+  created_at: string;
+}
+
+export interface AuditLogResponse {
+  entries: AuditLogEntry[];
+  total: number;
+}