Merge: t-paliad-349 docforge slice 4 — template tables + TemplateStore (m/paliad#157)

Persistence foundation for authoring (slice 6) + generation-on-templates
(slice 7). docforge owns no tables — it defines the contract; paliad
implements it (litigationplanner pattern).

Migration 158_docforge_templates (additive, generic — NOT submission_*-named
so a second docforge consumer reuses it):
  - templates          — catalog row; current_version_id pins the live
                         version (FK added post-create to break the
                         templates<->versions cycle; ON DELETE SET NULL).
  - template_versions  — immutable snapshots; carrier .docx in a bytea
                         column (the TemplateStore bytea backend) + stylemap
                         jsonb. Versioning = snapshot-at-create (PRD A3).
  - template_slots     — variable slots per version; anchor = sentinel token
                         locating the slot in the carrier OOXML (PRD §5
                         lean), slot_key = the bound variable.
  RLS mirrors submission_bases: firm-shared SELECT for authenticated,
  mutations admin-only + gated in Go (no mutation policy = denied).

docforge root: TemplateStore interface + neutral types (TemplateMeta,
Template, TemplateSlot, *Input, TemplateFilter) + ErrTemplateNotFound.
CarrierBytes is format-opaque []byte so the root never imports the docx
adapter; the exporter wraps (CarrierBytes, Stylemap) into a docx.Carrier.

paliad: PgTemplateStore (sqlx, follows the submission_base_service pattern):
List / Get (current version) / GetVersion (pinned snapshot) / Create
(version 1 + pin) / AddVersion (next version + re-pin), all transactional.
Gated live round-trip test (TEST_DATABASE_URL) covers carrier+stylemap+slot
round-trip and the version bump. No handler wires this yet (PRD: no UI in
slice 4).

Verification: go build ./... clean, go vet clean, gofmt clean, full module
test green, migration NoDuplicateSlot structural test green.

m/paliad#157

cmd/server/main.go

@@ -246,6 +246,13 @@ func main() {
 			// SSoT. Drives Verfahrensablauf + Mode B result-view conditional
 			// rendering and per-rule selection state (`rule:<uuid>` keys).
 			ScenarioFlags: services.NewScenarioFlagsService(pool, projectSvc),
+			// t-paliad-340 / m/paliad#153 B0 (mig 157) — Litigation Builder.
+			// CRUD over the new normalised scenarios + scenario_proceedings
+			// + scenario_events + scenario_shares tables. B4 adds the
+			// Akte-mode dual-write: project-backed scenarios write through
+			// to paliad.projects.scenario_flags + paliad.deadlines via the
+			// injected project + scenarioFlags services.
+			ScenarioBuilder: services.NewScenarioBuilderService(pool, projectSvc, services.NewScenarioFlagsService(pool, projectSvc)),
 		}
 
 		// t-paliad-246 Slice A — Backup Mode runner. Wired only when

docs/plans/prd-docforge-2026-05-29.md

@@ -0,0 +1,495 @@
+# PRD — `docforge`: a modular document-generator engine
+
+**Task:** t-paliad-349 (m/paliad#157) · **Author:** leibniz (inventor) · **Date:** 2026-05-29
+**Status:** DESIGN — awaiting head's go/no-go on the coder shift.
+**Supersedes nothing.** Extends and re-homes the submission generator designed in
+`docs/design-submission-generator-2026-05-19.md`, `…-v2-2026-05-26.md`, and
+`docs/design-submission-page-2026-05-22.md`.
+
+---
+
+## §0 Premises
+
+### 0.1 What this is
+
+m wants the paliad "doc generator" pulled apart into a clean, reusable engine.
+Verbatim direction (2026-05-29):
+
+> I want to be able to create and modify word documents, using variables inside
+> the documents, "editing them live" and preview the results, export in the end.
+> We should have all that modular to keep it clean. The editor is something else
+> than the importing, exporting, variable exchange, data fetching etc.
+>
+> Currently I can't upload the base document to insert variables into to create a
+> template — and then later I want to fill the template using data, modifying it
+> manually where necessary, then exporting.
+
+Two distinct user surfaces fall out of that:
+
+- **Authoring** — upload a base `.docx` → place variable slots into it → save as a
+  reusable template. *This is the gap that does not exist today.*
+- **Generation** — pick a template → bind variables to project data → manually edit
+  where needed (live editor + preview) → export `.docx`.
+
+### 0.2 Today's state (audited 2026-05-29, verified against the live tree)
+
+The current submission generator is ~250 KB of Go plus a 115 KB editor bundle:
+
+- `internal/services/submission_vars.go` — variable resolution across **7 namespaces**
+  (`firm.*`, `today.*`, `user.*`, `project.*`, `parties.*`, `procedural_event.*`
+  + `rule.*` legacy aliases, `deadline.*`). Resolution is a **push** model: each
+  namespace is a hardcoded `addXxxVars(bag PlaceholderMap, …)` function mutating a
+  shared `map[string]string`. There is **no interface and no registry** — adding a
+  namespace means hand-editing `Build` to call a new function.
+- `internal/services/submission_merge.go` — placeholder substitution. The regex
+  (line 95, verified) is `\{\{\s*([A-Za-z][A-Za-z0-9_.]*)\s*\}\}`.
+  Two-pass: single-run replace inside each `<w:t>`, then
+  cross-run merge for fragmented placeholders. HTML preview wraps `(key,value)` in
+  Private-Use-Area sentinels so `emitTextWithDraftVars` can reconstruct
+  `<span class="draft-var" data-var="key">…</span>` for click-to-jump.
+- `internal/services/submission_md.go` — Markdown → OOXML runs. `parseInlineSpans`
+  (lines 393–446) tokenises bold/italic and **preserves `{{…}}` verbatim**.
+- `internal/services/submission_compose.go` — assembles the final `.docx`: unzip base,
+  render each included section's Markdown to OOXML, splice between
+  `{{#section:KEY}}…{{/section:KEY}}` anchors, patch hyperlink rels, repack, then run
+  the placeholder pass.
+- `internal/services/submission_{draft,section,building_block,base}_service.go` — the
+  draft/section/building-block/base data model + CRUD.
+- `internal/handlers/submission_{drafts,sections,building_blocks,bases}.go` — the HTTP
+  wire (the 53 KB `submission_drafts.go` is the bulk).
+- `frontend/src/client/submission-draft.ts` — the editor UI (**one `.ts` bundle; there is
+  no `submission-draft.tsx`** — the brief was wrong on this point).
+
+**OOXML approach (verified):** pure `archive/zip` + string manipulation of
+`word/document.xml`. **No third-party docx library** — `go.mod` has none.
+`lukasjarosch/go-docx` appears *only in a comment* (`submission_merge.go:13`)
+documenting why it was rejected (it refuses sibling placeholders in one run). The base
+stays byte-for-byte identical outside the regions we touch.
+
+**Reference model:** `pkg/litigationplanner/` (t-paliad-292). The package **owns its
+types** and exposes **interfaces for stateful inputs** (`Catalog`, `HolidayCalendar`,
+`CourtRegistry`); paliad implements them against Postgres, youpc.org against an embedded
+JSON snapshot. `doc.go` is the package doc; `types_wire_test.go` locks the JSON contract.
+**docforge mirrors this packaging discipline exactly.**
+
+### 0.3 Premise correction (load-bearing)
+
+The brief lists **two consumers in scope: paliad + upc-commentary**. Verified against the
+live repo: **`UPCommentary/upc-kommentar` is Bun + SvelteKit + TypeScript + PLpgSQL —
+zero Go.** A SvelteKit app cannot `import` a Go `pkg/`. m's resolution (2026-05-29):
+**upc-kommentar is out of scope as a live consumer for now.** docforge is a pure Go
+package; paliad imports it in-process like `litigationplanner`. The interfaces are
+designed so an HTTP veneer (for a future TS consumer) is *addable later* without rework —
+but none is built now. See §4 D-P1 and §8.
+
+### 0.4 Locked constraints (m, confirmed)
+
+- One Go module: `pkg/docforge`. Same packaging model as `pkg/litigationplanner`.
+- docforge **owns no database tables** — data flows in via interfaces.
+- `.docx` first; engine designed format-pluggable for `.pdf`/`.html`/`.md` later.
+- Authoring and Generation are **distinct pages**, but share the engine + the generic
+  editor plumbing.
+- Generation must support **minor manual content edits** (live editor, not just
+  data-binding).
+- Editor stays per-consumer; the **generic UX plumbing** is extracted into a reusable UI
+  package now.
+- The neutral model must be **lossless for our own `.docx`** (the uploaded base is an
+  opaque carrier, preserved byte-for-byte outside touched regions).
+
+### 0.5 Contracts that MUST survive the refactor
+
+These are invariants. The migration (§6) protects each by moving it *with its file and its
+test*, unchanged:
+
+1. **`placeholderRegex`** = `` `\{\{\s*([A-Za-z][A-Za-z0-9_.]*)\s*\}\}` `` — underscores
+   and dots legal in keys; whitespace inside braces trimmed; case-sensitive.
+2. **Last night's underscore fix** (commit `b78a984`): `parseInlineSpans` short-circuits
+   the inline scanner on `{{` and copies the placeholder literally to `}}`, so
+   `{{project.case_number}}` is never mangled to `{{project.casenumber}}`.
+3. **`data-var` contract** — `data-var="<key>"` on both `.draft-var` preview spans and
+   `.submission-draft-var-input` sidebar inputs; the click-to-jump and focus-highlight are
+   bijective across repaints.
+4. **Missing-value markers** — `[KEIN WERT: key]` (DE) / `[NO VALUE: key]` (EN) render
+   inline, never an error.
+5. **Legacy aliases** — `procedural_event.X ≡ rule.X` resolve identically
+   (`submission_vars_aliases_test.go`); party variables emit comma-joined, indexed, and
+   flat-legacy forms (`submission_vars_parties_test.go`).
+6. **Section anchor syntax** — `{{#section:KEY}}…{{/section:KEY}}`, `KEY` matched against
+   `[A-Za-z0-9_]+`.
+7. **No binary retention** — exported `.docx` is regenerable from inputs; only audit rows
+   persist (`system_audit_log` `submission.exported` + `project_events`).
+8. **V1 fallback path** — pre-Composer drafts (`base_id IS NULL`, no section rows) render
+   via the pure-placeholder path. No auto-upgrade.
+9. **`{{…}}` pass-through** — the Markdown walker emits placeholders verbatim; the merge
+   pass substitutes them afterward. Order is load-bearing (substitution runs *inside*
+   compose, after section splicing).
+
+---
+
+## §1 Goals
+
+**G1.** Extract the format-neutral document machinery (Markdown→OOXML walker, OOXML
+merge/compose, placeholder engine, `.dotm`→`.docx`) into `pkg/docforge` with a clean
+public surface and zero behavior change at the extraction step.
+
+**G2.** Introduce a **neutral document/template model** so importers produce it, the engine
+binds variables on it, and exporters render it out — with `.docx` as the first
+importer+exporter pair, not the universe. Lossless for our own `.docx`.
+
+**G3.** Replace the hardcoded `addXxxVars` push with a **`VariableResolver` interface per
+namespace** + a `ResolverSet` that composes them, preserves aliases, and exposes the key
+catalogue (label + group) so the frontend variable form/palette becomes data-driven
+instead of hardcoded in TS.
+
+**G4.** Build the **Authoring surface**: upload `.docx` → WYSIWYG render → click/select →
+insert `{{slot}}` → save template. Closes the gap m named.
+
+**G5.** Refactor **Generation** onto docforge + uploaded templates, preserving the live
+editor, preview, manual-edit, and export — and every contract in §0.5.
+
+**G6.** Extract the **generic editor UX** into `frontend/src/lib/docforge-editor/`,
+consumed by both the generation and authoring shells.
+
+**Non-goals (this PRD):** implementation, migration SQL, code. Formats beyond `.docx`
+(interface only). Live upc-kommentar integration. Multi-user concurrent editing of one
+draft. An HTTP service veneer.
+
+---
+
+## §2 User journeys
+
+### 2.1 Authoring (new)
+
+1. m opens **`/admin/templates`** (or `/templates/new`) and uploads a base `.docx`
+   (firm letterhead with caption layout, signature block, etc.).
+2. docforge's `.docx` importer parses the upload into a **carrier** (opaque OOXML kept
+   intact) + a renderable preview. The page shows a **WYSIWYG-ish render** of the document.
+3. m highlights a piece of text — e.g. `Az. 4c O 12/23` — and a **variable palette**
+   (sourced from the `ResolverSet.Keys()` catalogue, grouped DE/EN) lets him pick
+   `project.case_number`. The selection is **replaced with a `{{project.case_number}}`
+   slot**; a `template_slots` row records the slot key + its anchor position.
+4. He repeats for every variable region, saves, and the template becomes pickable in
+   Generation. (Editing the template later creates a new **version** — see §4 D-A3.)
+
+**Scope guard:** v1 authoring places **text-level slots in body paragraphs**. Slots in
+headers/footers/tables/text-boxes are a flagged follow-up (§7 note), because the
+click→OOXML-run mapping there is materially harder.
+
+### 2.2 Generation (refactor of today)
+
+1. Lawyer picks a template (uploaded template *or* a legacy Gitea base — both supported
+   during transition) for a submission code, optionally project-scoped.
+2. A **draft** is created. Its template **structure is snapshotted** at create
+   (§4 D-A3) so later template edits don't shift an in-flight draft.
+3. The sidebar shows the variable form (data-driven from `ResolverSet.Keys()`); the
+   resolved bag is merged with the lawyer's overrides; the live preview renders with
+   `data-var` click-to-jump; manual prose edits autosave (500 ms debounce).
+4. Export → docforge binds the model + carrier + resolved variables → `.docx` bytes
+   stream as a download. Audit rows written. No binary retained.
+
+### 2.3 upc-kommentar parallel journey (deferred — validates the abstractions)
+
+Not built now, but the abstractions are sized for it: upc-kommentar authors work in
+**Markdown** (and want to import **foreign doc/docx** as input — m, 2026-05-29 Q4). When
+it becomes a consumer, it would: implement its own `VariableResolver`(s) over its Postgres
+(commentary metadata), feed Markdown through docforge's **markdown importer** into the
+neutral model, edit live in its own Svelte shell (reusing the *wire contract*, not Go
+code), and export. The Go engine is reached over an HTTP veneer added at that point. This
+journey is the litmus test for §3's seams: **a new consumer adds resolvers + a transport,
+touches no engine internals.**
+
+---
+
+## §3 Module shape
+
+### 3.1 Package tree
+
+```
+pkg/docforge/
+  doc.go              // package doc (litigationplanner-style)
+  model.go            // neutral model: Document, Block, InlineSpan, Slot
+  template.go         // Template, TemplateSlot, Carrier
+  variables.go        // VariableResolver interface, VariableKey, ResolverSet, alias registry
+  bind.go             // binding engine: walk model, resolve slots, apply missing-marker policy
+  render.go           // RenderHTML (preview w/ data-var spans) — format-neutral entry
+  importer.go         // Importer interface
+  exporter.go         // Exporter interface
+  store.go            // TemplateStore interface (carrier bytes + slot persistence contract)
+  errors.go           // sentinel errors (ErrUnknownTemplate, ErrUnboundSlot, …)
+  placeholder.go      // placeholderRegex + substitution primitives (THE locked grammar)
+  types_wire_test.go  // locks the JSON wire shape consumed by the TS editor
+  docx/               // the .docx adapter — first importer + exporter
+    importer.go       // DocxImporter: parse .docx -> Carrier + detect/locate slots
+    exporter.go       // DocxExporter: (model + carrier + vars) -> .docx bytes  [today's compose+merge]
+    ooxml.go          // archive/zip + document.xml manipulation [today's submission_merge/compose internals]
+    md_to_ooxml.go    // Markdown -> OOXML runs [today's submission_md walker + the b78a984 fix]
+    dotm.go           // ConvertDotmToDocx [today's pre-pass]
+  markdown/           // markdown importer (input content; foreign-docx import is a later sibling)
+    importer.go       // parse Markdown -> neutral blocks
+```
+
+**What lives in docforge vs paliad:**
+
+| Concern | Home | Why |
+|---|---|---|
+| Neutral model, binding, preview-render | `docforge` | format-neutral core |
+| `VariableResolver` interface + `ResolverSet` | `docforge` | the seam m wants clean |
+| Placeholder grammar + substitution | `docforge` | shared invariant (§0.5.1) |
+| `.docx` importer + exporter, MD→OOXML walker | `docforge/docx` | first format adapter (ships *inside* the pkg, like litigationplanner's embedded snapshot) |
+| Markdown importer | `docforge/markdown` | input-format adapter |
+| Concrete resolvers (`project`, `parties`, `firm`, `user`, `today`, `deadline`, `procedural_event`) | **paliad** `internal/…` | they read paliad's DB/services |
+| `TemplateStore` impl (Postgres bytea) | **paliad** | docforge owns no tables |
+| Section / building-block model, submission codes | **paliad** | consumer-specific composition concepts |
+| HTTP handlers, editor UI, authoring page | **paliad** | wire + per-consumer UI |
+
+### 3.2 The neutral model + the carrier (resolving "intermediate, but lossless docx")
+
+```go
+// A Document is the format-neutral content model importers produce and exporters consume.
+type Document struct {
+    Blocks []Block
+}
+type Block struct {
+    Kind   BlockKind      // paragraph | heading | list_item | blockquote | section_marker
+    Style  string         // logical style key (mapped to a base stylemap on export)
+    Spans  []InlineSpan   // text runs (bold/italic/link) + Slots
+    // …list level, section key, etc.
+}
+type InlineSpan struct {
+    Text   string
+    Bold   bool
+    Italic bool
+    Link   string
+    Slot   *Slot          // non-nil => this span is a variable slot, not literal text
+}
+type Slot struct {
+    Key string             // e.g. "project.case_number" — the placeholder grammar key
+}
+```
+
+**The carrier keeps the lossless guarantee.** The uploaded `.docx` chrome
+(letterhead, styles, caption, signature) is **never round-tripped through `Document`**.
+It is held as an opaque `Carrier` (the original OOXML), and the exporter splices the
+rendered neutral content into the carrier's named anchors, then substitutes slots — exactly
+today's compose mechanism, now formalised:
+
+```go
+type Carrier struct {
+    Format string   // "docx"
+    Bytes  []byte   // original upload, preserved byte-for-byte outside anchor regions
+    Anchors []Anchor // {{#section:KEY}}…{{/section:KEY}} positions + slot positions
+}
+```
+
+So **two layers**: editable content = `Document` (neutral, format-pluggable); base chrome =
+`Carrier` (opaque, lossless). Foreign-docx *import as input content* (Q4) does parse into
+`Document` and **is inherently lossy** — flagged as a boundary (§8), distinct from the
+lossless export of *our* templates.
+
+### 3.3 The variable resolver seam (G3)
+
+```go
+// VariableResolver answers keys within one dotted namespace.
+type VariableResolver interface {
+    Namespace() string                         // e.g. "project"
+    Resolve(key string) (value string, ok bool)// ok=false => unknown key => missing marker
+    Keys() []VariableKey                        // catalogue for the palette + sidebar form
+}
+type VariableKey struct {
+    Key, LabelDE, LabelEN, Group string
+}
+
+// ResolverSet composes namespaced resolvers, registers canonical<->legacy aliases,
+// and offers BOTH a pull path (Resolve, used during binding) and a push path
+// (BuildBag, preserving today's resolved_bag/merged_bag wire).
+type ResolverSet struct{ /* … */ }
+func (s *ResolverSet) Resolve(key string) (string, bool)
+func (s *ResolverSet) BuildBag() map[string]string     // == today's PlaceholderMap
+func (s *ResolverSet) Catalogue() []VariableKey         // drives the data-driven form/palette
+func (s *ResolverSet) RegisterAlias(canonical, legacy string)
+```
+
+paliad's seven `addXxxVars` functions become seven resolver types implementing this
+interface. `BuildBag()` reproduces today's flat map exactly (alias parity tests pin it).
+`Catalogue()` kills the hardcoded `VARIABLE_GROUPS`/`VARIABLE_LABELS` in the TS bundle.
+**Resolver model = hybrid** (pull-capable interface, push-driven `BuildBag` default —
+inventor pick, §4 D-I1).
+
+### 3.4 Wire contract (Go ↔ TS) — preserved, locked by test
+
+The editor wire stays as-is; `types_wire_test.go` pins it:
+
+- `GET draft` → `{ draft, resolved_bag, merged_bag, preview_html, rule, parties, sections }`
+- preview HTML carries `<span class="draft-var" data-var="<key>">…</span>` (built by
+  docforge's `RenderHTML`, today's `emitTextWithDraftVars`).
+- `PATCH draft` ← `{ variables: PlaceholderMap, … }` (presence-tracked optional fields).
+- export/preview endpoints unchanged.
+- **New (authoring):** `POST /api/templates` (upload), `GET /api/templates/:id` (carrier
+  preview + slots), `POST /api/templates/:id/slots` (place slot), `GET /api/docforge/variables`
+  (the `Catalogue()`).
+
+---
+
+## §4 Decisions (m's picks, 2026-05-29)
+
+### Prose-grill resolutions (core metaphor)
+
+| # | Question | m's decision | Note |
+|---|---|---|---|
+| P1 | Cross-language sharing model | **Go pkg only; upc-kommentar out of scope for now, "reuse later somehow"** | Interfaces sized so an HTTP veneer is addable without rework. No service built. |
+| P2 | Intermediate model? | **Yes — but lossless for our .docx** | → carrier (opaque OOXML) + neutral Document (editable content). §3.2. |
+| P3 | Authoring slot mechanic | **(b) click-to-insert** | Upload → render → click/select → inject `{{…}}`. |
+| P4 | Input formats | **Markdown primary; foreign doc/docx import later** | Markdown importer first; foreign-docx import is lossy (§8). |
+| P5 | Editor sharing | **Build paliad's UI; extract generic UX into a UI package** | `frontend/src/lib/docforge-editor/`. |
+
+### Structured decisions
+
+| # | Decision | m's pick | Rationale / divergence |
+|---|---|---|---|
+| A1 | Authoring UX | **WYSIWYG inline** | Matches "insert variables into the document". Hardest part — render fidelity + click→run mapping — flagged §7. |
+| A2 | Template storage | **Postgres bytea (interface-backed)** | m leans (1); flagged Supabase Storage as viable. Resolved: behind a `TemplateStore` interface, bytea impl now, Supabase Storage a one-impl swap later. No schema churn either way. |
+| A3 | Versioning of existing drafts | **Snapshot at draft-create** | Lawyer's in-flight draft won't shift under them; matches today's section-seeding. |
+| A4 | Migration strategy | **Extract-in-place, then extend** | Lowest risk to the recent fixes — they move with their files + tests; behavior identical at each step. |
+| B1 | Package name | **`docforge`** | — |
+| B2 | Schema scope | **New generic tables** (`templates`, `template_slots`, `template_versions`) | Authoring is domain-neutral; submission_bases (Gitea/section_spec) stays for legacy bases with a converge path. |
+| B3 | UI package extraction | **Extract now** | Authoring reuses it this cycle — earns its keep, not speculative. |
+| B4 | Exporter pluggability | **Interface now, docx-only impl** | Cheap insurance; matches "pluggable for later". |
+
+### Inventor picks (m delegated — "whatever works best")
+
+| # | Pick | Reasoning |
+|---|---|---|
+| I1 | `VariableResolver` = pull-capable interface, push `BuildBag()` default | Preserves today's flat-map wire while enabling on-demand resolution + the `Catalogue()` that data-drives the form. |
+| I2 | `.docx` adapter ships **inside** `pkg/docforge/docx` | Mirrors litigationplanner shipping its embedded snapshot in-package; keeps the first adapter co-located with the engine it proves. |
+| I3 | Carrier-vs-Document split (§3.2) | Only way to satisfy "intermediate model" AND "lossless our .docx" simultaneously. |
+
+---
+
+## §5 Data model deltas (paliad-side — docforge owns none)
+
+**New tables** (additive; SQL drafted by the coder, not here):
+
+- **`paliad.templates`** — `id`, `slug`, `name_de/en`, `kind` (`'submission'` | generic),
+  `source_format` (`'docx'`), `firm`, `is_active`, `created/updated_by`, timestamps,
+  `current_version_id` FK.
+- **`paliad.template_versions`** — immutable snapshots: `id`, `template_id` FK,
+  `version` int, `carrier_blob` bytea (the `.docx`; or storage ref via `TemplateStore`),
+  `created_at`, `created_by`. Editing a template inserts a new version row.
+- **`paliad.template_slots`** — `id`, `template_version_id` FK, `slot_key` (the variable
+  key, e.g. `project.case_number`), `anchor` (position encoding — see flag below),
+  `label`, `order_index`. Versioned alongside the carrier.
+
+**Snapshot semantics (A3):** a draft pins `template_version_id`. Template edits create a
+new version; existing drafts keep their pinned version. *(Flag for coder: pin
+`template_version_id` on the draft vs. copy a `template_snapshot` jsonb onto the draft —
+both satisfy A3; the version-table approach is preferred for auditability but the coder
+picks based on query ergonomics.)*
+
+**Touched existing tables:**
+
+- `submission_drafts` — add nullable `template_version_id` for uploaded-template drafts;
+  **legacy `base_id` path preserved** (extract-in-place ⇒ no data migration of the 11
+  existing drafts; §0.5.8 fallback intact).
+- `submission_bases`, `submission_sections`, `submission_building_blocks` — **unchanged**.
+  They remain paliad consumer-specific concepts that map onto docforge's neutral model at
+  render time. submission_bases (Gitea-backed) coexists with the new uploaded-template
+  tables during transition; convergence is a later, separate task.
+
+**Slot anchor encoding (flag for coder):** how a `template_slots.anchor` records *where*
+in the carrier OOXML the slot sits (run index + offset, vs. a stable sentinel token
+injected into the carrier at authoring time). The sentinel-token approach is likely
+simpler and reuses the existing cross-run substitution machinery — resolve in
+implementation chat.
+
+---
+
+## §6 Migration plan (protects working code + the recent fixes)
+
+**Principle:** extract-in-place (A4). Each step **compiles, passes the moved tests, and
+leaves observable behavior identical.** The recent fixes travel *with their files*:
+
+- The **b78a984 underscore fix** → `pkg/docforge/docx/md_to_ooxml.go` (was
+  `submission_md.go` `parseInlineSpans`), `submission_md_test.go` moves alongside.
+- **`placeholderRegex`** → `pkg/docforge/placeholder.go`; its tests move.
+- **`data-var` / `emitTextWithDraftVars`** → `pkg/docforge/render.go` (`RenderHTML`);
+  wire test moves and is pinned in `types_wire_test.go`.
+- **Cross-run merge, `.dotm`→`.docx`, anchor splicing** → `pkg/docforge/docx/`; tests move.
+- **Building-block + section model, submission codes, the 7 concrete resolvers** stay in
+  `internal/` (consumer-specific) — now calling into docforge.
+
+**Safety rails per step:** (1) `go build ./...` green; (2) the moved test files green; (3)
+a golden-export check — generate a known draft before and after the step, assert byte-equal
+`.docx`; (4) the live preview HTML for a fixture draft is string-equal (the `data-var`
+contract). No step ships until all four hold.
+
+**What is explicitly NOT migrated:** the 11 pre-Composer drafts (`base_id IS NULL`) keep
+the v1 fallback render path; no auto-upgrade (§0.5.8).
+
+---
+
+## §7 Slice train
+
+Tracer-bullet vertical slices, each independently shippable. Slices 1–3 are pure
+behavior-preserving refactors (the risky-to-working-code part, front-loaded under golden
+checks); 4–7 build the new capability; 8 sets up the future.
+
+1. **Extract the docx engine** — move MD→OOXML walker, OOXML merge/compose, placeholder
+   grammar, `.dotm`→`.docx` into `pkg/docforge/{placeholder.go, render.go, docx/}`.
+   paliad's `submission_*` services become thin adapters. Golden-export + preview checks
+   green. *Protects b78a984, the regex, the data-var contract.*
+2. **Neutral model + binding** — introduce `Document`/`Block`/`Slot`/`Carrier` + `bind.go`;
+   refactor the docx exporter to consume the neutral model (sections → blocks → OOXML
+   spliced into carrier). Behavior identical (golden checks).
+3. **`VariableResolver` interface** — refactor the 7 `addXxxVars` into resolver types +
+   `ResolverSet`; `BuildBag()` reproduces today's map (alias-parity tests pin it);
+   `Catalogue()` exposed. Frontend form switched to consume `Catalogue()` (kills hardcoded
+   `VARIABLE_GROUPS`).
+4. **Template store + schema** — `templates`/`template_versions`/`template_slots` +
+   Postgres-bytea `TemplateStore` impl. No UI yet. Additive migrations.
+5. **UI package extraction** — pull generic plumbing (debounced autosave, data-var wiring,
+   preview/export round-trip, focus preservation, sticky collapse) into
+   `frontend/src/lib/docforge-editor/`; submission editor consumes it. Refactor, behavior
+   identical.
+6. **Authoring page** — upload `.docx` → docforge docx-importer → WYSIWYG render → select
+   text → pick variable from `Catalogue()` palette → inject slot (writes
+   `template_slots` + new `template_version`). Reuses the UI package + docforge importer.
+   *(v1: body-paragraph text slots only.)*
+7. **Generation on uploaded templates** — generation page picks an uploaded template
+   (`template_version_id` path) alongside legacy bases; snapshot-at-create; data-bind +
+   manual edit + export via docforge. Legacy base path still works.
+8. **Markdown importer + exporter-interface finalisation** — `docforge/markdown` importer
+   as input; `Exporter` interface locked (docx-only impl). Sets up future formats +
+   eventual upc-kommentar reuse.
+
+**Flagged follow-ups (post-train, separate tasks):** slots in headers/footers/tables;
+foreign-docx import fidelity; the HTTP veneer + a TS consumer; submission_bases →
+templates convergence; auto-upgrade of pre-Composer drafts.
+
+---
+
+## §8 Out of scope
+
+- **Implementation, migration SQL, code.** PRD only.
+- **upc-kommentar as a live consumer** — deferred; abstractions sized for it, nothing built.
+- **An HTTP service veneer** — addable later without engine rework; not now.
+- **Formats beyond `.docx`** — `Exporter` interface defined (B4), only the docx impl built.
+- **Lossless import of *foreign* `.docx`** — our own templates export losslessly via the
+  carrier; importing an arbitrary third-party Word doc as input content is best-effort and
+  inherently lossy. Distinct guarantee.
+- **Multi-user concurrent editing** of one draft.
+- **Re-proposing the current `submission_*.go` shape** — the point is to extract + clean it.
+- **Slots outside body paragraphs** (headers/footers/tables/text-boxes) in authoring v1.
+
+---
+
+## Appendix — open flags for the coder (resolve in implementation chat)
+
+1. **Slot anchor encoding** — run-index+offset vs. injected sentinel token (§5). Lean
+   sentinel.
+2. **Snapshot mechanism** — pinned `template_version_id` vs. `template_snapshot` jsonb on
+   the draft (§5). Lean version-pin.
+3. **Authoring render fidelity** — reuse the existing lossy `docXMLToHTML` preview for the
+   WYSIWYG surface, or invest in higher fidelity. Lean reuse for v1, accept that
+   complex layouts render approximately while slots still anchor correctly.
+4. **Storage backend** — Postgres bytea now; Supabase Storage is a clean `TemplateStore`
+   swap if template volume/size grows.

docs/plans/prd-procedures-litigation-planner-2026-05-27.md

@@ -0,0 +1,685 @@
+# PRD — Procedures: Litigation Builder (m/paliad#153)
+
+**Task:** t-paliad-339
+**Gitea:** m/paliad#153
+**Inventor:** edison (shift-1, Opus)
+**Date:** 2026-05-27
+**Branch:** `mai/edison/inventor-prd-columnar`
+**Status:** Draft — DESIGN READY FOR REVIEW. Coder gate held.
+
+**Builds on (read before extending this PRD):**
+
+- `docs/design-procedures-workflow-tracker-2026-05-27.md` — atlas's reverted tracker design (m/paliad#152). The anchor+scope idea did not land; understand *why* before re-proposing.
+- `docs/design-unified-procedural-events-tool-2026-05-27.md` — cronus's U0-U4 catalog, currently live on main @ `ed3c5d1` post-revert. Visual baseline for filter strip + tab control.
+- `docs/design-deadline-system-revision-2026-05-27.md` — atlas Phase 2 model layer (scenario_flags SSoT, view-mode toggle, per-rule selection chips). Model layer is locked; this PRD is purely surface + new persistence tables.
+- `docs/design-fristenrechner-overhaul-2026-05-26.md` — cronus 2026-05-26 inventor-pass (Mode A + B + result, shipped via t-paliad-322).
+
+**Predecessor takeaway (atlas's debrief on #152):**
+
+> "When the architecture is novel, default to grilling m in prose FIRST. The doc rewrites cost a commit; the bigger cost would have been wasting m's question-batch on the wrong architecture."
+
+Followed here. This PRD captures the architecture m chose through **20 chip-picker decisions across 5 batches**, not an inventor-first strawman.
+
+---
+
+## §0 Premises
+
+### §0.1 What is `/tools/procedures` today (live, post-revert)
+
+The current page is cronus's 4-tab catalog (U0-U4, shipped via m/paliad#151):
+
+- Sticky filter strip (search box + 4 chip rows: Forum / Verfahren / Ereignisart / Partei).
+- 4 solid tabs: `Verfahren wählen` / `Direkt suchen` / `Geführt` / `Aus Akte`.
+- Default-active tab = "Verfahren wählen" renders `VerfahrensablaufBody` (the legacy Verfahrensablauf wizard: proceeding picker → perspective + date → 3-step wizard → result in 3-column "Spalten" or single-column "Zeitstrahl").
+- Other 3 tab panels are stubs (search/wizard/akte never wired in U0-U3).
+
+m's blocking feedback (verbatim, 2026-05-27 22:18):
+
+> I like to keep our current columnar layout with proactive / court / reactive. And it is good if we can select which side we want to simulate. […] There are basically three main approaches I see to this: Get an overview over proceedings, play around with options, build Scenarios. Another one where something specific happened and we just want to know what deadlines we need to note […]. A third one from a specific proceeding / case file where things take place / have taken place.
+
+And the architecture-shifting follow-ups (2026-05-27 22:35-22:36, mid-grilling):
+
+> I would prefer to have an interface where not every constellation is in the URL by the way. That seems limiting.
+> We could just have a litigation builder. Sometimes we build a full scenario with multiple instances etc, sometimes we just want the next step.
+> we should have ways to save these "litigation constellations" where we save which proceedings we have and which state they are in, which submissions were or were not filed. A small Scenario DB could work, dont you think?
+
+These three statements upgraded the brief from "redesign a catalog" to "build a Litigation Builder backed by a Scenario DB". The PRD below is shaped by them.
+
+### §0.2 Locked constraints (m's words, brief in #153)
+
+- Columnar layout: `proaktiv | court | reaktiv` (perspective-flippable).
+- Three approaches as entry modes: overview/scenarios, event-triggered, case-file driven.
+- Filtering across all dimensions + text search.
+- Optional follow-ups: toggleable, highlightable, with display-count setting.
+- Modular *where it actually helps* (m: "I don't know — generally does not super apply here." — drop modular as a load-bearing goal).
+- UPC v1, expand later.
+
+### §0.3 Live data the builder works against
+
+Verified 2026-05-27 against `paliad.sequencing_rules` (231 published / 242 total):
+
+- 110 chained (`parent_id` not null).
+- 78 trigger-rooted, 4 spawns (cross-PT), 47 court-set, 18 conditional.
+- ~46 proceeding types total (UPC 35 / DE 5 / EPA 3 / DPMA 3). v1 focuses on UPC.
+- `paliad.proceeding_types.kind` discriminator (atlas's t-paliad-324) filters non-proceeding rows (phases/side_actions/meta) from the picker.
+- `paliad.deadlines` carries both `procedural_event_id` and `sequencing_rule_id` → Akte actuals overlay is a direct join.
+- `paliad.projects.scenario_flags` jsonb (atlas P0) is the SSoT for project-level scenario state; the new `paliad.scenario_proceedings.scenario_flags` mirrors this shape per-proceeding-per-scenario.
+
+### §0.4 Scope (in / out)
+
+**In:**
+
+- Replace `/tools/procedures` with the Litigation Builder.
+- New `paliad.scenarios` + `paliad.scenario_proceedings` + `paliad.scenario_events` + `paliad.scenario_shares` tables.
+- Promote-to-project flow (scenario → `paliad.projects` row).
+- Bidirectional link from `/projects/{id}` (button: "Im Builder öffnen" — exports project state to a builder session).
+
+**Out (deferred or owned elsewhere):**
+
+- Calculator (`pkg/litigationplanner.CalculateRule`) — working.
+- Editorial backfill (curie's t-paliad-333 owns the 7 compound rules + R.109).
+- `/admin/procedural-events` (editor surface; different audience).
+- `/projects/{id}` Verlauf / SmartTimeline (per-Akte actuals; sister tool).
+- youpc.org / Outlook / PDF export.
+- Multi-jurisdiction expansion (DE/EPA/DPMA) — UPC v1 first.
+- Cross-proceeding peer triggers (UPC-inf judgment → EPA opp choice deadline) — v1.1.
+- Multi-user concurrent editing on the same scenario (out of scope; sharing is read-only).
+
+---
+
+## §1 Goals
+
+1. **One canvas, three entry modes.** Unify the 3 approaches into a single Litigation Builder surface. The entry modes (`Übersicht / Ereignis / Aus Akte`) shape the *initial* state of the canvas; once the user is working, the canvas itself is what they interact with.
+2. **Persisted constellations.** A user can save a "litigation constellation" — multiple parallel proceedings with their flags, filed/skipped/planned event states, dates, and notes — as a named scenario. Scenarios live in the DB (not the URL).
+3. **Auto-save by default.** No "unsaved changes" modals. The active scenario auto-persists. Anonymous scratch scenarios convert to named ones when the user clicks "Benennen".
+4. **Promote-to-project.** A scenario can be turned into a real `paliad.projects` row via a 3-step wizard. Procedural shape, placeholder parties, notes, and filed-state all carry over; the user fleshes out client-bound metadata during the wizard.
+5. **Share read-only with the team.** Each scenario is private by default; explicit "An Team teilen" grants named HLC users read-only access. Original owner stays sole editor.
+6. **Columnar geometry restored.** The current "Spalten" view (claimant | court | defendant) returns as the canonical render — but now per-proceeding-triplet within a scenario, with perspective ("our side") flippable per proceeding so `proaktiv | court | reaktiv` reads correctly across multi-proceeding constellations.
+7. **Per-event-card optional horizon.** Each event card on the canvas can dial in how many optional follow-ups to surface. Cards are the unit of optional-display control.
+
+---
+
+## §2 User journeys
+
+### §2.1 Journey A — Cold-open builder ("Übersicht / Scenarios")
+
+**Persona:** Dr. Becker, senior partner. Friday afternoon. New UPC matter not yet committed; she's briefing a client on Monday on the full procedural shape.
+
+1. Opens `/tools/procedures`. No `?scenario` param. Cold-open canvas: empty workbench with a "Neues Szenario starten" CTA and a short list of her 5 most-recent scenarios.
+2. Clicks the CTA → inline picker (Forum chip row → Verfahren chip row → `Hinzufügen`). Picks UPC + `upc.inf.cfi`.
+3. Canvas now renders one proceeding triplet (`proaktiv | court | reaktiv`). Default perspective is empty (no party selected) — both sides render equally; the perspective radio in the page header sits unset.
+4. She picks defendant perspective at the page header → triplet flips. The defendant column becomes `proaktiv` (her side); claimant becomes `reaktiv`.
+5. She adds a second proceeding via `+ Verfahren hinzufügen` at the bottom: EPA `epa.opp.opd`. New triplet stacks below the first. New triplet's perspective defaults to "patentee" inheriting from her client's role across the two; she flips per-proceeding via the triplet header.
+6. She turns on `with_ccr` on the UPC inf triplet's per-proceeding flag strip. The CCR child triplet auto-expands inline below the parent at the spawn node.
+7. Auto-save kicks in (debounced 500ms). The page header shows "Gespeichert in Scratch · Benennen".
+8. She clicks "Benennen", enters "Becker — UPC + EPA defensive". Side panel "Meine Szenarien" updates.
+9. On Monday she opens the scenario from her recent list, walks the client through it, hits "Als Projekt anlegen" (when the client commits). 3-step wizard fires (§5.4).
+
+### §2.2 Journey B — Event-triggered lookup ("Ereignis")
+
+**Persona:** Sandra, paralegal. Today: a Hinweisbeschluss arrived on a CMS queue. She doesn't know yet which Akte it belongs to.
+
+1. Opens `/tools/procedures`. Picks "Ereignis" entry mode at the top.
+2. Page-header search box auto-focuses. She types "Hinweis" → universal search drops down: `5 Ereignisse · 1 Szenario · 0 Akten`. Picks the event `upc.inf.cfi.cmo_review` (Antrag CMO-Überprüfung).
+3. Canvas renders one triplet of `upc.inf.cfi` with the Hinweisbeschluss event card auto-anchored (lime band + `━━ DU BIST HIER ━━` divider above the next-coming events).
+4. She reads the follow-ups: "Antrag auf CMO-Überprüfung (claimant, R.333.2 · 1 Monat)" and 2 optional follow-ups. The Stichtag input in the page header defaults to today; she leaves it.
+5. She doesn't save anything — this was a quick lookup. Scratch scenario auto-persists but she doesn't name it; it'll fall off her recent list after a while.
+6. Later she identifies the matter (HL-2024-001), switches to "Aus Akte" mode, and continues there.
+
+### §2.3 Journey C — Case-file driven ("Aus Akte")
+
+**Persona:** Anna, senior associate. Working on HL-2024-001 (UPC infringement). The client just confirmed they want to file a CCR.
+
+1. Opens `/tools/procedures`. Page-header Akte picker shows recent projects; she picks HL-2024-001.
+2. Page header auto-fills: proceeding = `upc.inf.cfi`, perspective = defendant (from `projects.our_side`), scenario_flags = `{with_ccr: false}` (current state).
+3. Builder loads: one `upc.inf.cfi` triplet, perspective-flipped. Event cards overlay actuals from `paliad.deadlines` — `Klageerhebung` is filed (2026-01-15), `Klageerwiderung` is planned (2026-04-01, computed), others are planned.
+4. She turns on `with_ccr` on the triplet's flag strip. The CCR child triplet expands inline. **Crucially:** the scenario is *project-backed* — the flag write also patches `projects.scenario_flags` (via existing `PATCH /api/projects/{id}/scenario-flags` from atlas P0). When she walks away, the project's deadlines + flags reflect the builder's state.
+5. She marks the `Widerklage auf Nichtigkeit` event card as "filed" with today's date. Builder writes a `paliad.deadlines` row with `status='done'` + `completed_at=today`, audit_reason "via Litigation Builder". Project's Verlauf reflects this.
+6. The CCR child triplet's `Antrag Patentänderung (R.30)` event card surfaces. She marks it "planned" and ticks the per-card optional horizon to "+2" → 2 more optional R.30-adjacent rules surface.
+7. Exit: she closes the tab. Project state persists in `paliad.projects` + `paliad.deadlines` as before; the scenario row tracks the builder-session view (so when she returns, the canvas state is restored — including her per-card optional-horizon picks).
+
+### §2.4 Journey D — Promote scratch to a real project
+
+**Persona:** Dr. Becker, follow-up from Journey A. The client committed; she wants to convert the scenario into a real matter.
+
+1. With "Becker — UPC + EPA defensive" loaded, she clicks "Als Projekt anlegen" in the page header.
+2. **Wizard step 1: Bestätigen.** Read-only summary of what's about to be promoted: 2 proceedings (UPC inf + EPA opp), CCR child, 3 scenario flags set, 0 events filed, 5 events planned, 2 notes. "Weiter".
+3. **Wizard step 2: Parteien ergänzen.** Each proceeding's parties section shows whatever placeholder names she sketched in the scenario ("Klg X" / "Bekl Y"). She edits each into the real names. (Per m's Q11 pick — full carry — placeholder strings come in; the wizard's job is to clean them.)
+4. **Wizard step 3: Akte-Metadaten.** Case number, client, litigation parent project (optional), our_side (auto-set from the scenario's primary triplet), team selection. "Anlegen".
+5. New `paliad.projects` row written with `origin_scenario_id = <scenario.id>`. Scenario row's `status` flips to `promoted`, `promoted_project_id` points back. Builder navigates to `/projects/<new-id>`.
+6. The scenario stays read-only in her "Meine Szenarien" list under "Promoted", reachable for historical reference (cf. "this is what we planned at briefing time").
+
+### §2.5 Journey E — Share a scenario with a colleague
+
+**Persona:** Anna shares the HL-2024-001 builder session with Dr. Becker (her supervising partner) for review before committing to the CCR strategy.
+
+1. Anna opens the scenario, clicks "Teilen" in the page header.
+2. Side panel slides in with a user-picker (HLC user search). She picks "Dr. Becker", clicks "Schreibgeschützt teilen".
+3. `paliad.scenario_shares` row written. Anna remains sole editor.
+4. Dr. Becker opens the tool. Her side panel "Meine Szenarien" has a new bucket "Geteilt mit mir"; Anna's scenario is listed. She opens it: canvas renders the same view but every mutating affordance (add proceeding, flag toggle, file/skip, promote, share) is disabled. Watermark: "Geteilt von Anna · schreibgeschützt".
+5. Becker reads, drops Anna a note via existing comment infrastructure (out of scope — separate ticket). Decision made out-of-band. Anna proceeds.
+
+---
+
+## §3 The canvas shape
+
+### §3.1 ASCII sketch
+
+```
+┌─────────────────────────────────────────────────────────────────────────────────────┐
+│ Paliad · Verfahren & Fristen — Litigation Builder            [Mein Konto ▾]          │
+├─────────────────────────────────────────────────────────────────────────────────────┤
+│ Szenario: [Becker — UPC + EPA def.   ▼]  Gespeichert ✓ ·  [Benennen] [Teilen] [Als Projekt] │
+│ Akte:     [— ohne — ▼]    Stichtag: [2026-04-01]                                     │
+├─────────────────────────────────────────────────────────────────────────────────────┤
+│ Filter:   [🔍 Klageerwiderung, Hinweis, HL-2024…           ]                          │
+│           Forum [● UPC] [DE] [EPA] [DPMA]   Verfahren [● upc.inf.cfi …]              │
+│           Partei [Klg] [● Bekl]   Ereignisart [filing] [hearing] [decision]          │
+├─────────────────────────────────────────────────────────────────────────────────────┤
+│ Einstieg:  [ Übersicht ● ][ Ereignis ○ ][ Aus Akte ○ ]                               │
+├─────────────────────────────────────────────────────────────────────────────────────┤
+│                                                                                      │
+│   ┌─ upc.inf.cfi · Verletzungsverfahren UPC  Bekl-Sicht [▾]   [Detailgrad: Gewählt ▾]│
+│   │  Optionen: ☑ with_ccr  ☐ with_amend  ☐ with_cci                          [─][×] │
+│   ├─────────────────┬────────────────────┬─────────────────────────────────────────┤
+│   │ Proaktiv (Bekl) │       Gericht      │ Reaktiv (Klg)                           │
+│   │ ┌─────────────┐ │                    │ ┌─────────────┐                         │
+│   │ │ Klageerw.   │ │                    │ │ Klageerh.   │                         │
+│   │ │ R.23        │ │                    │ │ R.13        │                         │
+│   │ │ planned     │ │                    │ │ filed       │                         │
+│   │ │ 2026-04-01  │ │                    │ │ 2026-01-15  │                         │
+│   │ │ +3 Optionen ▾│ │                    │ │             │                         │
+│   │ └─────────────┘ │                    │ └─────────────┘                         │
+│   │                  │ ┌──────────────┐  │                                          │
+│   │                  │ │ Mündl. Verh. │  │                                          │
+│   │                  │ │ planned      │  │                                          │
+│   │                  │ │ [Gericht]    │  │                                          │
+│   │                  │ └──────────────┘  │                                          │
+│   │   ━━━━━━━━━ DU BIST HIER (Klageerwiderung) ━━━━━━━━━                            │
+│   └─────────────────┴────────────────────┴─────────────────────────────────────────┘ │
+│                                                                                      │
+│   ┌── (spawn child) upc.ccr.cfi · Widerklage auf Nichtigkeit   Klg-Sicht [▾] ───────┐│
+│   │  Optionen: ☐ with_amend                                                  [─][×]││
+│   ├────────────────────┬─────────────────┬───────────────────────────────────────┐ ││
+│   │ Proaktiv (Klg)     │     Gericht     │ Reaktiv (Bekl)                        │ ││
+│   │ ┌─────────────┐    │                 │                                       │ ││
+│   │ │ CCR-Antrag  │    │                 │                                       │ ││
+│   │ │ R.49        │    │                 │                                       │ ││
+│   │ │ planned     │    │                 │                                       │ ││
+│   │ └─────────────┘    │                 │                                       │ ││
+│   └────────────────────┴─────────────────┴───────────────────────────────────────┘ ││
+│                                                                                      │
+│   ┌─ epa.opp.opd · Einspruchsverfahren EPA  PatInh-Sicht [▾]  [Detailgrad: Gewählt ▾]│
+│   │  Optionen: (keine flags für EPA Opp)                                     [─][×] │
+│   ├─────────────────┬────────────────────┬─────────────────────────────────────────┤
+│   │ Proaktiv        │       EPA          │ Reaktiv (Einsprechende)                 │
+│   │ ┌─────────────┐ │                    │                                          │
+│   │ │ Erwiderung  │ │                    │                                          │
+│   │ │ R.79(1) EPÜ │ │                    │                                          │
+│   │ │ planned     │ │                    │                                          │
+│   │ └─────────────┘ │                    │                                          │
+│   └─────────────────┴────────────────────┴─────────────────────────────────────────┘ │
+│                                                                                      │
+│   [ + Verfahren hinzufügen ]                                                         │
+│                                                                                      │
+└──────────────────────────────────────────────────────────────────────────────────────┘
+
+  Side panel (collapsible, right-edge):
+  ┌──── Meine Szenarien ────┐
+  │ ● Aktiv                  │
+  │   ▸ Becker — UPC+EPA def │ ← current
+  │   ▸ Test-CCR-Patent-X    │
+  │ ○ Geteilt mit mir        │
+  │   ▸ Becker UPC ply       │
+  │ ○ Promoted               │
+  │   ▸ HL-2023-118          │
+  │ ○ Archiviert (3)         │
+  │ [+ Neues Szenario]       │
+  └──────────────────────────┘
+```
+
+### §3.2 What each element does
+
+| Element | Read | Write | Persists in |
+|---|---|---|---|
+| Page-header scenario picker | Current `scenarios.id` + `name` | Switch scenarios | URL `?scenario=<id>` + DB |
+| `[Benennen]` button | Anonymous → named | `scenarios.name`, `status='active'` | DB |
+| `[Teilen]` button | — | `scenario_shares` row(s) | DB |
+| `[Als Projekt]` button | — | Opens promote wizard | (wizard → DB on commit) |
+| Akte picker | User's projects | Loads project state into builder | URL `?project=<id>` + DB |
+| Stichtag input | Scenario-level default | `scenarios.stichtag` | DB |
+| Filter strip (search + chips) | Free-text + dimension filters | UI state | URL `?q`, `?forum`, … per-mode |
+| Einstieg mode radio | Current entry mode | Resets filter strip on change | URL `?mode=` |
+| Triplet header (jurisdiction badge + name + perspective + Detailgrad) | `scenario_proceedings.{primary_party, detailgrad}` | Edit | DB |
+| Triplet flag strip | `scenario_proceedings.scenario_flags` | Toggle flags | DB |
+| Event card (state, date, notes, optional-horizon) | `scenario_events.*` | Edit per-card | DB |
+| `+ Verfahren hinzufügen` | — | New `scenario_proceedings` row | DB |
+| Side panel | User's scenarios + shared scenarios | Switch + create + archive | DB |
+
+### §3.3 Columns: `proaktiv | court | reaktiv`
+
+The 3-column layout returns as the canonical desktop shape. Per m's locked constraint (and brief #153), it is a **stance grouping**, not a sequence anchor — time flows top-to-bottom (chronological), columns express *who is acting*.
+
+- **Proaktiv**: the column for events the active perspective's party initiates (their `primary_party` matches the event's `primary_party`).
+- **Court**: court-set events (`is_court_set=true`), neutral column.
+- **Reaktiv**: the column for events the opposing party initiates.
+
+The perspective is per-proceeding (per-triplet, via `scenario_proceedings.primary_party`). When no perspective is set (`null`), both party columns render equally with their natural party labels (Klg / Bekl), not Proaktiv / Reaktiv. This means kontextfrei browsing reads as "claimant column | court | defendant column" until the user picks a side.
+
+This addresses m's reverted-design bug #3 verbatim: "Proaktiv/Gericht/Reaktiv columns are a stance grouping, not a sequence anchor." Time = vertical. Stance = horizontal. The triplet is the unit; multiple proceedings stack vertically.
+
+### §3.4 Event card anatomy
+
+```
+┌─────────────────────┐
+│ Klageerwiderung     │  ← event name (procedural_event.name)
+│ R.23                │  ← rule code
+│ planned             │  ← state: planned / filed / skipped
+│ 2026-04-01          │  ← date (computed for planned, actual for filed)
+│ +3 Optionen ▾       │  ← per-card optional horizon (only when card has optionals)
+└─────────────────────┘
+```
+
+State machine (m's Q10 pick — 3-state):
+
+- `planned` (default): future event, date is computed from anchor + duration_value + duration_unit. Click → choose `filed` or `skipped`.
+- `filed`: past event, `actual_date` is set (defaults to computed, user can override). Visual: ✓ checkmark, slightly muted "past" tone.
+- `skipped`: user chose not to file. Visual: strikethrough text + optional `skip_reason` (textarea). Optional rules are commonly skipped without rationale; mandatory rules with `skipped` state flag the scenario as "non-standard" but don't block.
+
+No `overdue` state — user does the date arithmetic by eye against today. (Mandatory cards rendered in red when `actual_date < today AND state=planned` is a **render hint**, not a stored state.)
+
+**Per-card optional horizon (m's Q4 pick).** Each card with children at `priority IN ('optional','recommended-skip-by-default')` carries a chip `+N Optionen ▾`. Default N=0 (hidden). Clicking opens an inline list of the optional children with `+`/`-` controls to surface/hide them on the canvas. Per-card horizon persists as `scenario_events.horizon_optional int`.
+
+Filed-state cards persist the date in `scenario_events.actual_date date`. The card's notes field (textarea, lazy-loaded) lives in `scenario_events.notes text`.
+
+### §3.5 Court-set events
+
+`is_court_set=true` rules don't compute a date until the court picks one. Card renders with `[Gericht]` badge in place of the date and a small "Datum eintragen" affordance. Clicking `filed` opens a date picker (date is required for `filed` state when `is_court_set=true` — the user is asserting "the court set this date").
+
+Downstream events that anchor on a court-set event render their dates as `[abhängig von <event>]` until the court date is filed, then auto-recompute.
+
+### §3.6 Spawn (child) proceedings
+
+When a triplet has a `with_<flag>` enabled and the flag's gating rule has `is_spawn=true`, the child proceeding (e.g. `upc.ccr.cfi` for `with_ccr` on `upc.inf.cfi`) renders inline as a child triplet **immediately below the parent triplet** in the canvas stack — visually nested via the spawn note in the parent triplet's header band.
+
+`scenario_proceedings.parent_scenario_proceeding_id` FK self-references for the nesting; `scenario_proceedings.spawn_anchor_event_id` points at the gating sequencing_rule so the UI knows where in the parent the spawn happened.
+
+The child triplet has its own perspective, scenario flags, Stichtag override, Detailgrad. It can itself spawn (depth N supported; today's data is 2-deep at most).
+
+Cross-proceeding peer triggers (`upc.inf judgment → epa.opp choice deadline`) are **out of scope for v1** (m's Q14 pick). v1 ships independent triplets stacked vertically; the user mentally tracks cross-dependencies. A future `scenario_event_links` table is the path to peer triggers in v1.1.
+
+---
+
+## §4 Hard decisions table — m's 20 picks
+
+| # | Topic | Pick | Locks |
+|---|---|---|---|
+| Q1 | Modular meaning | "doesn't super apply" — drop modular as a load-bearing goal | §0.2 |
+| Q2 | Tab state semantics | Shared anchor + Akte across modes; filters reset per mode | §3.1, §3.2, §6 |
+| Q3 | Case-file integration | Page-header Akte picker, persistent across modes | §3.1, §3.2, §2.3 |
+| Q4 | Optional-display horizon | Per-event-card | §3.4 |
+| Q5 | Builder shape | Unified builder, 3 entry modes (cold-open / event-triggered / Akte) | §0, §1, §2, §3 |
+| Q6 | Scenario↔project relationship | Separate `paliad.scenarios` table + promote-to-project action | §5, §2.4 |
+| Q7 | Scenario contents | Multi-proceeding constellation per scenario | §3, §5 |
+| Q8 | Save model | Auto-save active scenario + "Meine Szenarien" list | §1, §3, §6.4 |
+| Q9 | Multi-proceeding render | Vertical stacked column-triplets | §3 |
+| Q10 | Per-event state | 3-state: planned / filed / skipped (no `overdue` state) | §3.4 |
+| Q11 | Promote-to-project carry | Everything (incl. placeholder parties + free-form notes) | §2.4, §5.4 |
+| Q12 | Sharing model | Private by default + explicit team-share (read-only) | §1, §5, §2.5 |
+| Q13 | Scenario flags placement | Per-proceeding (each triplet owns its `scenario_flags`) | §5.1 |
+| Q14 | Cross-proceeding peer triggers | Out of scope for v1 (defer to v1.1) | §3.6, §7 |
+| Q15 | Perspective scope | Per-proceeding (each triplet has its own `primary_party`) | §3.3, §5.1 |
+| Q16 | Add-proceeding flow | `+ Verfahren hinzufügen` button below the last triplet, inline picker | §3, §3.1 |
+| Q17 | Cold-open canvas | Empty canvas + "Neues Szenario" CTA + recent-list | §2.1, §3 |
+| Q18 | Search scope | Universal: events + scenarios + Akten, scoped by result type | §3.1, §6 |
+| Q19 | Promote-to-project flow | 3-step wizard (Bestätigen → Parteien ergänzen → Akte-Metadaten) | §2.4, §5.4 |
+| Q20 | Mobile treatment | Desktop v1, mobile basic-read (mutating actions prompt "Auf größerem Bildschirm öffnen") | §3, §7 |
+
+### §4.1 Divergences from inventor recommendations
+
+Three picks diverged from my recommendation. Captured here so future readers (m, the coder) see the *current* design, not the strawman.
+
+- **Q1 — Modular.** Inventor recommended "plug-in widgets". m: "I don't know — generally does not super apply here." Modular is dropped as a goal; the natural decomposition (BuilderCanvas → ProceedingTriplet → EventCard → ScenarioListPanel → PromoteWizard) is documented in §6.2 as build hygiene, not as a load-bearing constraint.
+- **Q10 — Event state.** Inventor recommended 4-state (planned / filed / skipped / overdue). m picked 3-state — no `overdue` enum. Rationale (interpreted): `overdue` is derived from `date < today AND state=planned`, not stored; this avoids stale state when the date is edited.
+- **Q11 — Promote carry.** Inventor recommended carrying procedural shape + flags + filed-state + notes but **not** placeholder parties/case_number/billing. m picked "everything carries" — placeholder parties come in. Mitigation: Q19's 3-step wizard's step 2 (Parteien ergänzen) gives the user a chance to clean placeholders before commit, so the safety net m wanted on Q11 is folded into Q19.
+
+### §4.2 Inventor picks not formally asked
+
+A few decisions are inventor-set because they're either: (a) implementation details that don't change the architecture, or (b) clean defaults that match existing patterns. Listed here so they're visible; m can flag any.
+
+- **Detailgrad ("Gewählt" / "Alle Optionen") scope**: per-proceeding (matches today's Verfahrensablauf pattern). State in `scenario_proceedings.detailgrad`.
+- **Akte picker shape**: flat dropdown sorted by recently-viewed first, with a typeahead filter for case numbers/names. Same shape as today's project picker on /agenda.
+- **Notes**: per-event-card (textarea on each card, lazy-loaded). Scenario-level notes also exist (`scenarios.notes text`) for cross-cutting commentary.
+- **Read-only shared state UI**: every mutating affordance is disabled (greyed, no click handlers). Watermark "Geteilt von <X> · schreibgeschützt" at the top of the canvas. No "Fork to my workspace" affordance in v1.
+- **URL contract**: minimal, view-state only — `?scenario=<id>&mode=<entry>&event=<sequencing_rule_id>` (deep-link to a specific anchor). Filter pills + chip state get URL params *per active entry mode* but explicitly NOT the constellation data (per m's "not every constellation in URL" guidance). The constellation lives in `paliad.scenario_*` tables.
+- **Auto-save granularity**: debounced 500ms on every change. Indicator near scenario name: `Gespeichert ✓` (last successful save < 5s ago), `Speichert…` (in flight), `Letzte Speicherung fehlgeschlagen — erneut versuchen` (on error).
+- **Soft delete**: archived scenarios stay in DB with `status='archived'`. No hard delete in v1.
+- **Audit**: no audit log on scenario edits (they're exploratory). Audit on promote-to-project goes via the existing `projects.audit_log`.
+- **Concurrent editing**: single-editor model. Owner is sole editor; shares are read-only. No locking / merge conflict UI needed in v1.
+- **Bilingual**: German primary, English via existing `i18n.ts`. Scenario names: user-chosen, any language. Skip reasons + notes: free-text, any language.
+
+---
+
+## §5 Data model deltas
+
+All new tables live in `paliad.*` schema, alongside existing `paliad.projects` / `paliad.deadlines` / `paliad.sequencing_rules`.
+
+### §5.1 New tables
+
+```sql
+-- Scenario header. One row per saved scenario (named or scratch).
+CREATE TABLE paliad.scenarios (
+  id                   uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  owner_id             uuid NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
+  name                 text NOT NULL DEFAULT 'Unbenanntes Szenario',
+  status               text NOT NULL DEFAULT 'active'
+                            CHECK (status IN ('active','archived','promoted')),
+  origin_project_id    uuid NULL REFERENCES paliad.projects(id) ON DELETE SET NULL,
+    -- set when scenario was exported from a project
+  promoted_project_id  uuid NULL REFERENCES paliad.projects(id) ON DELETE SET NULL,
+    -- set when scenario was promoted to a project
+  stichtag             date NULL,
+    -- scenario-level default Stichtag; per-triplet overrides take precedence
+  notes                text NULL,
+    -- free-form scenario-level commentary
+  created_at           timestamptz NOT NULL DEFAULT now(),
+  updated_at           timestamptz NOT NULL DEFAULT now()
+);
+
+CREATE INDEX scenarios_owner_status_idx ON paliad.scenarios(owner_id, status);
+CREATE INDEX scenarios_updated_idx ON paliad.scenarios(owner_id, updated_at DESC);
+
+-- One row per proceeding inside a scenario. Multiple per scenario for
+-- multi-proceeding constellations. parent_scenario_proceeding_id self-refs
+-- for spawned children (CCR child of UPC inf etc.).
+CREATE TABLE paliad.scenario_proceedings (
+  id                                uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  scenario_id                       uuid NOT NULL REFERENCES paliad.scenarios(id) ON DELETE CASCADE,
+  proceeding_type_id                uuid NOT NULL REFERENCES paliad.proceeding_types(id),
+  primary_party                     text NULL
+                                         CHECK (primary_party IN ('claimant','defendant')),
+    -- per-proceeding perspective; null = no perspective picked yet
+  scenario_flags                    jsonb NOT NULL DEFAULT '{}'::jsonb,
+    -- per-proceeding flags: {with_ccr: true, with_amend: false, …}
+  parent_scenario_proceeding_id     uuid NULL REFERENCES paliad.scenario_proceedings(id) ON DELETE CASCADE,
+    -- self-ref for spawned children (CCR child of UPC inf etc.)
+  spawn_anchor_event_id             uuid NULL REFERENCES paliad.sequencing_rules(id),
+    -- which rule of the parent caused this spawn (for UI placement)
+  ordinal                           int NOT NULL DEFAULT 0,
+    -- stack order on canvas (top to bottom)
+  stichtag                          date NULL,
+    -- per-proceeding Stichtag override; falls back to scenarios.stichtag
+  detailgrad                        text NOT NULL DEFAULT 'selected'
+                                         CHECK (detailgrad IN ('selected','all_options')),
+  appeal_target                     text NULL,
+    -- applies_to_target for appeal proceedings; null for non-appeal triplets
+  collapsed                         boolean NOT NULL DEFAULT false,
+    -- user-collapsed triplet header (UI state)
+  created_at                        timestamptz NOT NULL DEFAULT now(),
+  updated_at                        timestamptz NOT NULL DEFAULT now()
+);
+
+CREATE INDEX scenario_proceedings_scenario_idx ON paliad.scenario_proceedings(scenario_id, ordinal);
+CREATE INDEX scenario_proceedings_parent_idx ON paliad.scenario_proceedings(parent_scenario_proceeding_id);
+
+-- One row per event card on the canvas. Captures the card's state +
+-- per-card attributes (filed date, skip reason, notes, optional horizon).
+-- Most cards are sequencing-rule-backed; free-form events have a null
+-- sequencing_rule_id and a non-null procedural_event_id (or text label).
+CREATE TABLE paliad.scenario_events (
+  id                                uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  scenario_proceeding_id            uuid NOT NULL REFERENCES paliad.scenario_proceedings(id) ON DELETE CASCADE,
+  sequencing_rule_id                uuid NULL REFERENCES paliad.sequencing_rules(id),
+  procedural_event_id               uuid NULL REFERENCES paliad.procedural_events(id),
+    -- one of {sequencing_rule_id, procedural_event_id, custom_label} must be set
+  custom_label                      text NULL,
+    -- free-form event name when neither sequencing_rule nor procedural_event apply
+  state                             text NOT NULL DEFAULT 'planned'
+                                         CHECK (state IN ('planned','filed','skipped')),
+  actual_date                       date NULL,
+    -- set when state='filed'; can also be set for state='planned' (court-set override)
+  skip_reason                       text NULL,
+    -- optional rationale when state='skipped'
+  notes                             text NULL,
+    -- per-card free-form
+  horizon_optional                  int NOT NULL DEFAULT 0,
+    -- per-card "show N more optionals" affordance
+  created_at                        timestamptz NOT NULL DEFAULT now(),
+  updated_at                        timestamptz NOT NULL DEFAULT now(),
+  UNIQUE (scenario_proceeding_id, sequencing_rule_id) WHERE sequencing_rule_id IS NOT NULL
+);
+
+CREATE INDEX scenario_events_proceeding_idx ON paliad.scenario_events(scenario_proceeding_id);
+
+-- Read-only team shares. Owner is sole editor; shares grant view-only.
+CREATE TABLE paliad.scenario_shares (
+  id                       uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  scenario_id              uuid NOT NULL REFERENCES paliad.scenarios(id) ON DELETE CASCADE,
+  shared_with_user_id      uuid NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
+  created_at               timestamptz NOT NULL DEFAULT now(),
+  created_by               uuid NOT NULL REFERENCES auth.users(id),
+  UNIQUE (scenario_id, shared_with_user_id)
+);
+
+CREATE INDEX scenario_shares_user_idx ON paliad.scenario_shares(shared_with_user_id);
+```
+
+### §5.2 Additions to existing tables
+
+```sql
+-- One nullable FK on paliad.projects to track which scenario spawned this
+-- project (set on promote-to-project). Auditable origin trail.
+ALTER TABLE paliad.projects
+  ADD COLUMN origin_scenario_id uuid NULL
+                  REFERENCES paliad.scenarios(id) ON DELETE SET NULL;
+
+CREATE INDEX projects_origin_scenario_idx ON paliad.projects(origin_scenario_id)
+  WHERE origin_scenario_id IS NOT NULL;
+```
+
+No other changes to existing schema. `paliad.deadlines` continues to be the authoritative source for project-bound actuals; the builder writes to `paliad.deadlines` (not `scenario_events`) when working in Akte mode against a project-backed scenario.
+
+### §5.3 RLS
+
+Same pattern as existing `paliad.projects`:
+
+- `scenarios` readable by `owner_id` OR by users with a matching `scenario_shares.shared_with_user_id` row.
+- `scenarios` writable only by `owner_id` (and only when `status != 'promoted'`).
+- `scenario_proceedings` + `scenario_events` cascade from scenario visibility.
+- `scenario_shares` readable by `shared_with_user_id` or `created_by`; writable only by the scenario owner.
+
+Helper function `paliad.can_see_scenario(scenario_id)` mirrors the existing `paliad.can_see_project(project_id)` shape.
+
+### §5.4 Promote-to-project: data flow
+
+```
+[Wizard step 1: Bestätigen]
+  Read: scenarios + scenario_proceedings + scenario_events
+  Action: none (read-only summary)
+
+[Wizard step 2: Parteien ergänzen]
+  Read: scenario_proceedings.scenario_flags (for hints about placeholder party names)
+  Action: builds an in-memory parties payload (per proceeding, per role)
+
+[Wizard step 3: Akte-Metadaten]
+  Read: user's clients + litigations + project tree (existing /projects API)
+  Action: builds an in-memory project metadata payload
+
+[Commit]
+  Transaction:
+    1. INSERT into paliad.projects (carrying step-2 + step-3 payloads, + scenario notes)
+       SET origin_scenario_id = <scenario.id>
+    2. INSERT into paliad.project_parties from step-2 payload
+    3. For each scenario_proceeding (depth-first, parent before child):
+       a. INSERT scenario_flags as projects.scenario_flags (parent-level only;
+          children become sub-projects via parent_project_id)
+       b. For each filed scenario_event: INSERT paliad.deadlines row with
+          status='done', completed_at=actual_date, audit_reason='via Litigation Builder promotion'
+       c. For each planned scenario_event: INSERT paliad.deadlines row with
+          status='open', due_date=computed (or actual_date override)
+       d. Skipped events: not inserted (no deadline row)
+    4. UPDATE paliad.scenarios SET status='promoted', promoted_project_id=<new>
+    5. Navigate to /projects/<new>
+```
+
+The deadlines write uses existing `POST /api/projects/{id}/deadlines/bulk` semantics under the hood — no new bulk-deadline-from-scenario endpoint needed.
+
+---
+
+## §6 Modular boundaries (light)
+
+m said modular "doesn't super apply" — dropped as a load-bearing goal. The natural decomposition below is build-hygiene documentation, not a constraint the coder must enforce.
+
+### §6.1 Front-end components
+
+| Component | File | Responsibility |
+|---|---|---|
+| `BuilderCanvas` | `frontend/src/components/BuilderCanvas.tsx` | Root render of the builder. Receives the active scenario, renders triplet stack + cold-open empty state |
+| `ProceedingTriplet` | `frontend/src/components/ProceedingTriplet.tsx` | One proceeding's render: header strip (jurisdiction + name + perspective + Detailgrad + collapse + remove) + flag strip + 3 columns + spawn child triplets recursively |
+| `EventCard` | `frontend/src/components/EventCard.tsx` | One card in a column lane. State / date / optional-horizon / notes affordances |
+| `ScenarioFlagsStrip` | `frontend/src/components/ScenarioFlagsStrip.tsx` | Per-triplet flag toggles. Reads scenario_flag_catalog, applies to scenario_proceedings.scenario_flags |
+| `AddProceedingPicker` | `frontend/src/components/AddProceedingPicker.tsx` | Inline picker triggered by `+ Verfahren hinzufügen`. Forum chip row → Verfahren chip row → `Hinzufügen` |
+| `ScenarioListPanel` | `frontend/src/components/ScenarioListPanel.tsx` | Side panel: Aktiv / Geteilt / Promoted / Archiviert buckets + new-scenario CTA |
+| `PromoteToProjectWizard` | `frontend/src/components/PromoteToProjectWizard.tsx` | 3-step modal: Bestätigen / Parteien / Metadaten |
+| `PageHeaderControls` | `frontend/src/components/PageHeaderControls.tsx` | Scenario picker + Benennen/Teilen/Promote buttons + Akte picker + Stichtag input |
+| `EntryModeChrome` | `frontend/src/components/EntryModeChrome.tsx` | Cold-open / event-triggered / Akte mode radio; ephemeral UI affordance that fades into canvas state |
+
+### §6.2 Client TS files
+
+Mirror the React-ish component split:
+
+- `frontend/src/client/builder.ts` — root orchestrator (auto-save loop, URL state, mode routing, scenario fetch)
+- `frontend/src/client/builder-scenario.ts` — scenario CRUD against `/api/scenarios`
+- `frontend/src/client/builder-event-card.ts` — per-card state machine + optional-horizon control
+- `frontend/src/client/builder-promote-wizard.ts` — 3-step wizard state machine
+- `frontend/src/client/builder-search.ts` — universal search (events + scenarios + Akten)
+- `frontend/src/client/builder-shares.ts` — share-with-team UI
+
+### §6.3 Backend services + routes
+
+| Service | File | Endpoints |
+|---|---|---|
+| `ScenarioService` | `internal/services/scenario_service.go` | List / Get / Create / Update / Archive / Promote |
+| `ScenarioProceedingService` | `internal/services/scenario_proceeding_service.go` | Add / Remove / Update (flags, perspective, ordinal, detailgrad) |
+| `ScenarioEventService` | `internal/services/scenario_event_service.go` | List / Update state / Set date / Set notes / Set horizon |
+| `ScenarioShareService` | `internal/services/scenario_share_service.go` | List / Add / Remove shares |
+| `ScenarioPromoteService` | `internal/services/scenario_promote_service.go` | Wizard-driven transactional promote |
+
+Routes (added under existing API namespace):
+
+```
+GET    /api/scenarios                               — list user's scenarios (filtered by status)
+POST   /api/scenarios                               — create new scenario
+GET    /api/scenarios/{id}                          — get scenario + proceedings + events (deep)
+PATCH  /api/scenarios/{id}                          — update name / stichtag / notes / status
+DELETE /api/scenarios/{id}                          — archive (soft delete; status='archived')
+POST   /api/scenarios/{id}/proceedings              — add proceeding to scenario
+PATCH  /api/scenarios/{id}/proceedings/{pid}        — update flags / perspective / ordinal / detailgrad
+DELETE /api/scenarios/{id}/proceedings/{pid}        — remove proceeding (cascades to events)
+PATCH  /api/scenarios/{id}/events/{eid}             — update state / date / notes / horizon
+POST   /api/scenarios/{id}/shares                   — share with user (read-only)
+DELETE /api/scenarios/{id}/shares/{sid}             — revoke share
+POST   /api/scenarios/{id}/promote                  — promote to project (3-step wizard payload)
+POST   /api/scenarios/from-project/{project_id}     — export project to a new scenario (what-if)
+GET    /api/search                                  — universal search (events + scenarios + Akten)
+```
+
+Existing endpoints used unchanged:
+
+- `GET /api/tools/fristenrechner/search?kind=events` — for the events corpus.
+- `GET /api/projects` — Akte picker source.
+- `POST /api/projects/{id}/deadlines/bulk` — promotion writes deadlines through this.
+- `PATCH /api/projects/{id}/scenario-flags` — Akte-mode flag sync.
+
+---
+
+## §7 Migration plan from current live shape
+
+Current live (`/tools/procedures` on main @ `ed3c5d1`) = cronus's U0-U4 4-tab catalog. Migration is a 6-slice train, every slice ships visibly. No feature flag (m's pattern preference per #152 Q7).
+
+### §7.1 Slice train
+
+| Slice | What ships | DB | Visible to user |
+|---|---|---|---|
+| **B0 — Scenario DB foundation** | New tables (scenarios + scenario_proceedings + scenario_events + scenario_shares) + RLS + minimal API (list / create / get). Scenarios writable from a developer-only test route at first. | Mig #N (new tables + RLS + `paliad.projects.origin_scenario_id`) | No user-visible change. |
+| **B1 — Builder shell + cold-open mode** | New `/tools/procedures` page replaces the 4-tab catalog. Renders: page header (scenario picker + Akte picker + Stichtag + search), entry-mode radio (cold-open active), filter strip, empty canvas + "Neues Szenario starten" CTA + recent list. Add-proceeding picker works; first triplet renders with the existing Verfahrensablauf-core calc. Auto-save active scenario. Side panel "Meine Szenarien" with Aktiv bucket only. | — | New page visible. Single triplet works end-to-end. |
+| **B2 — Multi-triplet + spawn nesting + per-event state** | Vertical multi-triplet stack with `+ Verfahren hinzufügen`. Per-triplet perspective + flag strip. Spawn child triplets render inline. Event cards get the 3-state machine (planned/filed/skipped) + date editor + per-card optional horizon chip. Page-header Stichtag drives default dates. | — | Full scenario builder works without Akte integration. |
+| **B3 — Event-triggered mode + universal search** | "Ereignis" entry mode wires the search box to land on a single-triplet anchored view (scratch scenario). Universal search returns events + scenarios + Akten with type-scoped result groups. Filter pills (forum/proc/party/kind) reset on mode switch. | — | Event lookup works. |
+| **B4 — Akte mode + project-backed scenarios** | "Aus Akte" entry mode + page-header Akte picker. Loads project state into the builder (proceeding + perspective + scenario_flags + deadlines actuals). Akte-backed scenarios write through to `paliad.deadlines` + `paliad.projects.scenario_flags`; non-Akte scenarios write to `paliad.scenario_events`. Cross-surface scenario-flag-changed event listener reused from #152 T3. | — | Akte integration works end-to-end. |
+| **B5 — Share + Promote-to-project wizard** | "Teilen" button + user picker + share row. "Geteilt mit mir" bucket in side panel. "Als Projekt anlegen" opens the 3-step wizard (Bestätigen → Parteien ergänzen → Akte-Metadaten). Successful commit creates project + cascades deadlines + sets `origin_scenario_id`, navigates to /projects/{id}. "Promoted" bucket in side panel. | — | Sharing + promotion work. |
+| **B6 — Mobile basic-read + cleanup + i18n polish** | Mobile (<640px) shows scenarios + cards read-only; mutating affordances prompt "Auf größerem Bildschirm öffnen". Cleanup: delete dead U0-U4 catalog code (4-tab control, legacy `verfahrensablauf.ts`, etc.). All i18n keys finalised (DE + EN). | — | Mobile works; codebase cleaner. |
+
+### §7.2 Why this train shape
+
+- **B0 is DB-only**. The schema can land independently and be exercised via test routes / Supabase MCP before any UI sees it. Keeps mig risk isolated.
+- **B1-B2 are the MVP**. After B2, a user can build and save a multi-proceeding scenario fully kontextfrei. That alone replaces 60% of today's catalog use.
+- **B3 adds the lookup path**. After B3, "what's next after Klageerwiderung?" works without saving.
+- **B4 makes it real**. Akte integration is the load-bearing piece for daily use; ships once the foundation is stable.
+- **B5 unlocks team value**. Sharing + promotion are the difference between "personal tool" and "team tool". Ship after the core works.
+- **B6 is cleanup**. Mobile read + dead code removal land last to avoid coupling to in-flight features.
+
+### §7.3 What stays unchanged
+
+- URL `/tools/procedures` keeps it (the new builder lives there).
+- Sidebar entry "Verfahren & Fristen" keeps it.
+- cmd-K palette keeps it.
+- `/tools/fristenrechner` + `/tools/verfahrensablauf` legacy redirects (from cronus's U4) stay alive: 301 → `/tools/procedures` (the builder).
+- `pkg/litigationplanner.CalculateRule` — untouched.
+- `/admin/procedural-events` — untouched.
+- `/projects/{id}` Verlauf — untouched (new "Im Builder öffnen" button is the only addition).
+
+### §7.4 Cleanup at B6
+
+Dead code to delete (verify with grep before deletion):
+
+- `frontend/src/components/VerfahrensablaufBody.tsx` (replaced by ProceedingTriplet)
+- `frontend/src/client/verfahrensablauf.ts` (replaced by builder.ts orchestration)
+- `frontend/src/client/views/verfahrensablauf-state.ts` (replaced by scenario-backed state)
+- `frontend/src/client/views/verfahrensablauf-state.test.ts`
+- `frontend/src/client/verfahrensablauf-detail-mode.ts` (replaced by per-triplet Detailgrad)
+- Existing scratch tab content in `frontend/src/client/procedures.ts` (4-tab toggling logic, mode routing)
+
+**Kept**:
+
+- `frontend/src/client/views/verfahrensablauf-core.ts` (calculation engine; reused by EventCard + ProceedingTriplet)
+- Legacy URL redirects in Go (`/tools/fristenrechner` + `/tools/verfahrensablauf` → `/tools/procedures`)
+
+---
+
+## §8 Open follow-ups (out of scope for v1)
+
+Tracked for v1.1 / future tickets:
+
+- **Cross-proceeding peer triggers** (UPC-inf judgment → EPA opp choice deadline). New `paliad.scenario_event_links` table. UI: trigger-picker chip on event cards.
+- **DE / EPA / DPMA full expansion**. v1 supports EPA + DPMA proceedings at the data layer (calc engine handles them), but the spawn flags and CCR-style nestings are UPC-specific. Other jurisdictions get proper coverage in v1.1.
+- **Scenario versioning / snapshots**. m's Q8 alternative ("versioned snapshots") deferred. Add when scenarios start driving client briefings.
+- **Multi-user concurrent editing**. Out of scope. Single-editor model with read-only shares is sufficient until usage shows otherwise.
+- **Fork-a-shared-scenario**. Read-only sharing in v1 doesn't expose "fork into my workspace". Add when team usage demands it.
+- **Comments on scenarios / event cards**. Out of scope (separate ticket).
+- **PDF export of a scenario for client briefings**. Out of scope.
+- **Mobile-parity edits**. v1.1 — full mobile interaction loop.
+- **Audit log on scenario edits**. Out of scope (exploratory data).
+- **Cross-scenario comparison view**. ("Compare planned vs actual" lives on the project page via promote-then-compare; explicit comparison tool is v2.)
+
+---
+
+## §9 Synthesis links
+
+- **mBrian**: file as `[synthesis]` linked `triggered_by` t-paliad-339; `related_to` atlas's reverted tracker design, cronus's unified-procedural-events-tool design, atlas's deadline-system-revision.
+- **Cross-refs in this repo**: `docs/design-procedures-workflow-tracker-2026-05-27.md` (atlas, reverted), `docs/design-unified-procedural-events-tool-2026-05-27.md` (cronus, live), `docs/design-deadline-system-revision-2026-05-27.md` (atlas Phase 2), `docs/design-fristenrechner-overhaul-2026-05-26.md` (cronus 2026-05-26).
+- **Gitea**: m/paliad#153 (this PRD), m/paliad#152 (atlas's tracker, reverted), m/paliad#151 (cronus U0-U4 shipped), m/paliad#149 (atlas Phase 2 in flight).
+- **Coder phase** (deferred per inventor SKILL): runs after m ratifies this PRD. Slice ordering per §7.1. NOT edison (parked at DESIGN READY FOR REVIEW). NOT atlas (just-rejected tracker → framing bias). NOT cronus (parked on Fristenrechner inventor branch). A pattern-fluent Sonnet coder picks up B0 first.
+
+---
+
+## §10 Coder hand-off notes
+
+(Pre-emptive — for whoever picks up B0.)
+
+- **Migration number**: check `internal/db/migrations/` for the max slot at coder shift start. Two recent migrations (curie's t-paliad-336, ritchie's t-paliad-149 P0) are in flight; coordinate via paliadin/head before claiming a slot.
+- **Akte integration nuance**: when the builder is in Akte mode and the scenario is project-backed, writes flow to `paliad.deadlines` / `paliad.projects.scenario_flags` instead of `paliad.scenario_*` tables — the scenario row itself just records the canvas view-state (which triplets are visible, ordinal, collapsed state, per-card horizon). This dual-write rule is the load-bearing complexity of B4; design tests for it explicitly.
+- **Auto-save throttling**: 500ms debounce per change. Avoid PATCH-per-keystroke on notes textareas (use blur-trigger + 2s debounce there).
+- **Search performance**: universal search (events + scenarios + Akten) needs to stay snappy. Events corpus is ~3000 rows; scenarios/Akten are per-user. Use existing trgm indexes; avoid joining across all three for ranking.
+- **B5 transactional promotion**: do the wizard's commit in a single Postgres transaction. If any of (project insert / parties / deadlines / scenario status update) fails, roll back atomically. No partial promotions.
+- **Mobile rendering**: B6 is meant to be cheap. Column-triplet → CSS grid that collapses to single-column at `@media (max-width: 640px)`. Mutating affordances get `pointer-events: none` + a click-handler that surfaces the "Auf größerem Bildschirm öffnen" toast — keeps the desktop interaction code paths unchanged.
+- **i18n keys**: every user-facing string gets `data-i18n` from B1. Don't accumulate i18n debt across slices.

exports/gen-deadline-list.py

@@ -0,0 +1,280 @@
+#!/usr/bin/env python3
+"""Generate a markdown deadline-list export for UPC PA training (work/head delegation #2572).
+
+Sorts by proceeding-type display_order then sequence_order. Sections by proceeding.
+
+t-paliad-348 / yoUPC#178 update: matches the engine's `IncludeOptional=false`
+default (`pkg/litigationplanner/engine.go`). Optional rules (priority='optional')
+are SUPPRESSED by default so the manuscript shows the same "naked proceeding
+backbone" the UI now renders. Pass `--include-optional` to opt back in for an
+exhaustive catalog dump.
+
+Usage:
+    uv run exports/gen-deadline-list.py [--include-optional] [-o OUT]
+"""
+# /// script
+# requires-python = ">=3.10"
+# dependencies = ["psycopg2-binary"]
+# ///
+import argparse
+import os
+import sys
+from datetime import date
+from pathlib import Path
+
+import psycopg2
+import psycopg2.extras
+
+DSN = os.environ.get(
+    "PALIAD_DEADLINE_EXPORT_DSN",
+    "postgres://postgres:rpsak3yf4lu1izgefx9p9xweg3qroojw@100.99.98.201:11833/postgres?sslmode=disable",
+)
+
+# `priority` filter is wired at the SQL level (not post-filter in Python) so
+# the row counter in the markdown header reflects what's actually in the
+# manuscript — matching what the lawyer sees on /tools/procedures.
+SQL_TEMPLATE = """
+SELECT
+  pt.code AS pt_code,
+  pt.display_order,
+  COALESCE(pt.name_en, pt.name) AS pt_label_en,
+  pt.name AS pt_label_de,
+  COALESCE(pe.name_en, pe.name) AS event_en,
+  pe.name AS event_de,
+  sr.duration_value,
+  sr.duration_unit,
+  sr.timing,
+  sr.alt_duration_value,
+  sr.alt_duration_unit,
+  sr.combine_op,
+  sr.rule_code,
+  COALESCE(te.name, te.name_de) AS trigger_label,
+  te.code AS trigger_code,
+  sr.primary_party,
+  sr.is_court_set,
+  sr.is_spawn,
+  sr.priority,
+  sr.deadline_notes_en,
+  sr.deadline_notes,
+  sr.condition_expr,
+  sr.sequence_order
+FROM paliad.sequencing_rules sr
+JOIN paliad.procedural_events pe ON pe.id = sr.procedural_event_id
+LEFT JOIN paliad.proceeding_types pt ON pt.id = sr.proceeding_type_id
+LEFT JOIN paliad.trigger_events te ON te.id = sr.trigger_event_id
+WHERE sr.lifecycle_state = 'published'
+  AND sr.is_active = true
+  AND pt.id IS NOT NULL
+  {priority_filter}
+ORDER BY pt.display_order NULLS LAST, pt.code, sr.sequence_order NULLS LAST, sr.rule_code, pe.name;
+"""
+
+
+def format_frist(duration_value, duration_unit, timing, alt_value, alt_unit, combine_op):
+    """Format the deadline duration cleanly."""
+    if duration_value is None or duration_unit is None:
+        return ""
+    unit_map = {
+        "days": "d",
+        "weeks": "w",
+        "months": "M",
+        "years": "y",
+        "calendar_days": "CD",
+        "working_days": "WD",
+    }
+    unit = unit_map.get(duration_unit, duration_unit)
+    main = f"{duration_value} {unit}"
+    if alt_value is not None and alt_unit is not None:
+        alt_unit_short = unit_map.get(alt_unit, alt_unit)
+        op = combine_op or "or"
+        main = f"{main} {op} {alt_value} {alt_unit_short}"
+    if timing == "before":
+        main = f"{main} before"
+    elif timing == "after":
+        main = f"{main} after"
+    return main
+
+
+def format_party(primary_party, is_court_set):
+    if is_court_set:
+        return "court-set"
+    if primary_party == "claimant":
+        return "claimant"
+    if primary_party == "defendant":
+        return "defendant"
+    if primary_party == "both":
+        return "either"
+    if primary_party == "court":
+        return "court"
+    return primary_party or "—"
+
+
+def detect_r94(notes_en, notes_de):
+    """Flag R.9.4 non-extendable from notes text (heuristic — no DB field)."""
+    blobs = " ".join(filter(None, [notes_en or "", notes_de or ""])).lower()
+    if "r.9.4" in blobs or "r 9.4" in blobs or "r9.4" in blobs:
+        return "✗"
+    if "non-extendable" in blobs or "nicht verlängerbar" in blobs or "nicht verlaengerbar" in blobs:
+        return "✗"
+    return ""
+
+
+def conditional_marker(condition_expr):
+    if condition_expr in (None, "", {}):
+        return ""
+    # condition_expr is JSONB → returns dict
+    if isinstance(condition_expr, dict):
+        if "flag" in condition_expr:
+            return f"if `{condition_expr['flag']}`"
+        if condition_expr.get("op") == "and" and "args" in condition_expr:
+            flags = [a.get("flag", "?") for a in condition_expr["args"]]
+            return "if " + " & ".join(f"`{f}`" for f in flags)
+        if condition_expr.get("op") == "or" and "args" in condition_expr:
+            flags = [a.get("flag", "?") for a in condition_expr["args"]]
+            return "if " + " | ".join(f"`{f}`" for f in flags)
+    return "cond"
+
+
+def md_escape(s):
+    if s is None:
+        return ""
+    return str(s).replace("|", "\\|").replace("\n", " ")
+
+
+def render(rows, *, include_optional: bool, generated_for: str) -> str:
+    by_pt = {}
+    for r in rows:
+        key = (r["display_order"] or 9999, r["pt_code"], r["pt_label_de"], r["pt_label_en"])
+        by_pt.setdefault(key, []).append(r)
+
+    out = []
+    today = date.today().isoformat()
+    out.append(f"# UPC + DE/EP Deadline Catalog — Stand {today}")
+    out.append("")
+    out.append(f"Source: `paliad.sequencing_rules` (lifecycle_state=published, is_active=true).")
+    out.append(f"Generated for {generated_for}. {len(rows)} rules across {len(by_pt)} proceedings.")
+    if include_optional:
+        out.append("")
+        out.append(
+            "**Mode:** `--include-optional` — every published rule, including "
+            "`priority='optional'` rules suppressed by the engine's default "
+            "(`IncludeOptional=false`). This is the exhaustive catalog dump."
+        )
+    else:
+        out.append("")
+        out.append(
+            "**Mode:** default — matches the engine's `IncludeOptional=false` "
+            "behaviour (pkg/litigationplanner/engine.go). `priority='optional'` "
+            "rules are suppressed; the manuscript shows only the mandatory "
+            "backbone the lawyer sees by default on /tools/procedures. "
+            "Re-run with `--include-optional` for the full catalog. "
+            "(t-paliad-348 / yoUPC#178)"
+        )
+    out.append("")
+    out.append("**Spalten:**")
+    out.append("- **Phase/Event** = procedural event (German primary)")
+    out.append("- **Frist** = duration + timing (`d` days, `w` weeks, `M` months, `CD` calendar days, `WD` working days; `before` = relative to anchor)")
+    out.append("- **Rule** = legal source (RoP / § ZPO / § PatG / Art. EPÜ)")
+    out.append("- **Anchor** = trigger event the deadline runs from")
+    out.append("- **Seite** = filing party (claimant / defendant / either / court-set)")
+    out.append("- **Priorität** = mandatory / recommended / optional / informational (only when `--include-optional`)")
+    out.append("- **R.9.4** = ✗ marked non-extendable in notes (heuristic — confirm against rule text)")
+    out.append("- **Bedingung** = scenario flag(s) that must be set for the rule to fire (blank = always)")
+    out.append("")
+    out.append("---")
+    out.append("")
+
+    for (order, pt_code, pt_de, pt_en) in sorted(by_pt.keys()):
+        prules = by_pt[(order, pt_code, pt_de, pt_en)]
+        out.append(f"## {pt_de} · `{pt_code}`")
+        out.append("")
+        if pt_en and pt_en != pt_de:
+            out.append(f"*{pt_en}*")
+            out.append("")
+        if include_optional:
+            out.append("| # | Phase / Event | Frist | Rule | Anchor | Seite | Priorität | R.9.4 | Bedingung |")
+            out.append("|---:|---|---|---|---|---|---|:---:|---|")
+        else:
+            out.append("| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |")
+            out.append("|---:|---|---|---|---|---|:---:|---|")
+        for i, r in enumerate(prules, 1):
+            event = md_escape(r["event_de"] or r["event_en"] or "")
+            frist = md_escape(
+                format_frist(
+                    r["duration_value"], r["duration_unit"], r["timing"],
+                    r["alt_duration_value"], r["alt_duration_unit"], r["combine_op"],
+                )
+            )
+            rule = md_escape(r["rule_code"] or "")
+            anchor = md_escape(r["trigger_label"] or "")
+            party = format_party(r["primary_party"], r["is_court_set"])
+            r94 = detect_r94(r["deadline_notes_en"], r["deadline_notes"])
+            cond = md_escape(conditional_marker(r["condition_expr"]))
+            spawn_marker = " ⤴" if r["is_spawn"] else ""
+            if include_optional:
+                priority = md_escape(r["priority"] or "")
+                out.append(
+                    f"| {i} | {event}{spawn_marker} | {frist} | {rule} | {anchor} | {party} | {priority} | {r94} | {cond} |"
+                )
+            else:
+                out.append(
+                    f"| {i} | {event}{spawn_marker} | {frist} | {rule} | {anchor} | {party} | {r94} | {cond} |"
+                )
+        out.append("")
+
+    out.append("---")
+    out.append("")
+    out.append("**Lesehilfe:**")
+    out.append("- ⤴ Spawn-Marker: event opens a sub-proceeding (e.g. CCR forks revocation track)")
+    out.append("- `with_ccr` = Widerklage auf Nichtigkeit gefilt | `with_amend` = Patentänderungsantrag | `with_cci` = Widerklage auf Verletzung (in rev.cfi)")
+    out.append("- Catalog ist work-in-progress: 7 compound-name rules + Patentänderung-Duplikation noch in m's split-review backlog (m/paliad#149).")
+    return "\n".join(out)
+
+
+def main():
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument(
+        "--include-optional",
+        action="store_true",
+        help="Include priority='optional' rules. Default false matches the engine's IncludeOptional=false default.",
+    )
+    parser.add_argument(
+        "-o",
+        "--out",
+        default="exports/upc-deadlines-2026-05-28.md",
+        help="Output path (relative to repo root).",
+    )
+    parser.add_argument(
+        "--generated-for",
+        default="PA-Schulung 2026-05-28",
+        help="Free-text label rendered in the markdown header.",
+    )
+    args = parser.parse_args()
+
+    priority_filter = "" if args.include_optional else "AND sr.priority != 'optional'"
+    sql = SQL_TEMPLATE.format(priority_filter=priority_filter)
+
+    conn = psycopg2.connect(DSN)
+    try:
+        cur = conn.cursor(cursor_factory=psycopg2.extras.RealDictCursor)
+        cur.execute(sql)
+        rows = cur.fetchall()
+    finally:
+        conn.close()
+
+    md = render(rows, include_optional=args.include_optional, generated_for=args.generated_for)
+    # Resolve out path relative to the repo root (= the script's grandparent).
+    out_path = Path(args.out)
+    if not out_path.is_absolute():
+        out_path = Path(__file__).resolve().parent.parent / out_path
+    out_path.parent.mkdir(parents=True, exist_ok=True)
+    out_path.write_text(md)
+    n_pt = len({(r["display_order"] or 9999, r["pt_code"]) for r in rows})
+    print(
+        f"WROTE {out_path} ({len(rows)} rules, {n_pt} proceedings, "
+        f"include_optional={args.include_optional})"
+    )
+
+
+if __name__ == "__main__":
+    sys.exit(main())

exports/upc-deadlines-2026-05-28.md

@@ -0,0 +1,378 @@
+# UPC + DE/EP Deadline Catalog — Stand 2026-05-28
+
+Source: `paliad.sequencing_rules` (lifecycle_state=published, is_active=true).
+Generated for PA-Schulung 2026-05-28. 178 rules across 25 proceedings.
+
+**Mode:** default — matches the engine's `IncludeOptional=false` behaviour (pkg/litigationplanner/engine.go). `priority='optional'` rules are suppressed; the manuscript shows only the mandatory backbone the lawyer sees by default on /tools/procedures. Re-run with `--include-optional` for the full catalog. (t-paliad-348 / yoUPC#178)
+
+**Spalten:**
+- **Phase/Event** = procedural event (German primary)
+- **Frist** = duration + timing (`d` days, `w` weeks, `M` months, `CD` calendar days, `WD` working days; `before` = relative to anchor)
+- **Rule** = legal source (RoP / § ZPO / § PatG / Art. EPÜ)
+- **Anchor** = trigger event the deadline runs from
+- **Seite** = filing party (claimant / defendant / either / court-set)
+- **Priorität** = mandatory / recommended / optional / informational (only when `--include-optional`)
+- **R.9.4** = ✗ marked non-extendable in notes (heuristic — confirm against rule text)
+- **Bedingung** = scenario flag(s) that must be set for the rule to fire (blank = always)
+
+---
+
+## Verletzungsverfahren · `upc.inf.cfi`
+
+*Infringement Action*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Klageerhebung | 0 M after | RoP.013.1 |  | claimant |  |  |
+| 2 | Klageerwiderung | 3 M after | RoP.023 |  | defendant |  |  |
+| 3 | Replik | 2 M or 2 M after | RoP.029.b |  | claimant |  | if `with_ccr` |
+| 4 | Duplik | 1 M or 2 M after | RoP.029.c |  | defendant |  | if `with_ccr` |
+| 5 | Erwiderung auf Nichtigkeitswiderklage | 2 M after | RoP.029.a |  | claimant |  | if `with_ccr` |
+| 6 | Replik auf Erwiderung zur Nichtigkeitswiderklage | 2 M after | RoP.029.d |  | defendant |  | if `with_ccr` |
+| 7 | Duplik auf Replik zur Erwiderung Nichtigkeitswiderklage | 1 M after | RoP.029.e |  | claimant |  | if `with_ccr` |
+| 8 | Antrag auf Patentänderung | 2 M after | RoP.030.1 |  | claimant |  | if `with_ccr` & `with_amend` |
+| 9 | Erwiderung auf Patentänderungsantrag | 2 M after | RoP.032.1 |  | defendant |  | if `with_ccr` & `with_amend` |
+| 10 | Replik auf Erwiderung zum Patentänderungsantrag | 1 M after | RoP.032.3 |  | claimant |  | if `with_ccr` & `with_amend` |
+| 11 | Duplik auf Replik zum Patentänderungsantrag | 1 M after | RoP.032.3 |  | defendant |  | if `with_ccr` & `with_amend` |
+| 12 | Zwischenanhörung | 0 M after | RoP.105 |  | court-set |  |  |
+| 13 | Mitteilung Dolmetscherkosten | 2 w before | RoP.109.4 | Oral hearing | court |  |  |
+| 14 | Übersetzungen einreichen | 2 w after | RoP.109.5 |  | either |  |  |
+| 15 | Mündliche Verhandlung | 0 M after | RoP.112 |  | court-set |  |  |
+| 16 | Entscheidung | 0 M after | RoP.118.1 |  | court-set |  |  |
+| 17 | Duplik zur Replik auf die Erwiderung zum Patentänderungsantrag | 1 M after | RoP.032.3 | Reply to the Defence to an Application to amend the patent | defendant |  | if `with_ccr` & `with_amend` |
+| 18 | Einreichung von Übersetzungen von Schriftstücken | 1 M after | RoP.007.4 | Order of the judge-rapporteur to lodge translations | either |  |  |
+| 19 | Antrag auf Simultanübersetzung | 1 M before | RoP.109.5 | Oral hearing | either |  |  |
+| 20 | Antrag auf Folgemaßnahmen aus einer rechtskräftigen Validitätsentscheidung | 2 M after | RoP.118.4 | Final decision of the central division, Court of Appeal or EPO on the validity of the patent | either |  | if `with_ccr` |
+| 21 | Antrag auf Überprüfung einer verfahrensleitenden Anordnung | 15 d after | RoP.333 | Case management order (Service) | either |  |  |
+| 22 | Mängelbeseitigung / Einreichung schriftlicher Stellungnahme | 14 d after | RoP.019 | Preliminary Objection | either |  |  |
+| 23 | Mängelbeseitigung / Zahlung | 14 d after | RoP.016 | Notification by the Registry to correct deficiencies | either |  |  |
+| 24 | Antrag auf Verweisung an die Zentralkammer | 10 d after | RoP.323 | Information by the Court not to approve Application to use the patent's language as language of the proceedings | either |  |  |
+| 25 | Mitteilung über Beauftragung eines Dolmetschers auf Kosten der Partei | 2 w before | RoP.109.5 | Oral hearing | either |  |  |
+| 26 | Klärung von Übersetzungsfragen | 2 w after | RoP.109 | Summons to Oral Hearing | court |  |  |
+| 27 | Antrag auf Vertraulichkeit gegenüber der Öffentlichkeit | 14 d after | RoP.262.2 | Opponent Submission | either |  |  |
+| 28 | Wiedereinsetzungsantrag (UPC R.320) | 2 M after | RoP.320 | Removal of obstacle (UPC R.320) | either |  |  |
+
+## Verletzungsverfahren (LG) · `de.inf.lg`
+
+*Infringement (Regional Court)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Klageerhebung | 0 M after | § 253 ZPO |  | claimant |  |  |
+| 2 | Anzeige der Verteidigungsbereitschaft | 2 w after | § 276 ZPO |  | defendant |  |  |
+| 3 | Klageerwiderung | 6 w after | § 276 ZPO |  | court-set |  |  |
+| 4 | Replik | 4 w after | § 282 ZPO |  | court-set |  |  |
+| 5 | Duplik | 4 w after | § 282 ZPO |  | court-set |  |  |
+| 6 | Haupttermin | 0 M after | § 279 ZPO |  | court-set |  |  |
+| 7 | Urteil | 0 M after | § 300 ZPO |  | court-set |  |  |
+| 8 | Berufungsfrist | 1 M after | § 517 ZPO |  | either |  |  |
+| 9 | Berufungsbegründung | 2 M after | § 520 ZPO |  | either |  |  |
+| 10 | Wiedereinsetzungsantrag (§ 233 ZPO) | 2 w after | § 233 ZPO | Removal of obstacle (ZPO §233) | — |  |  |
+| 11 | Einspruch gegen Versäumnisurteil (§ 339 ZPO) | 2 w after | § 339 ZPO | Service of default judgment | — |  |  |
+| 12 | Schriftsatznachreichung (§ 296a ZPO) | 3 w after | § 296a ZPO | End of oral hearing | — |  |  |
+
+## Nichtigkeitsverfahren · `upc.rev.cfi`
+
+*Revocation Action*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Nichtigkeitsklage | 0 M after | RoP.044 |  | claimant |  |  |
+| 2 | Klageerwiderung | 2 M after | RoP.049.1 |  | defendant |  |  |
+| 3 | Antrag auf Patentänderung | 0 M after | RoP.049.2.a |  | defendant |  | if `with_amend` |
+| 4 | Verletzungswiderklage | 0 M after | RoP.049.2.b |  | defendant |  | if `with_cci` |
+| 5 | Replik | 2 M after | RoP.051 |  | claimant |  |  |
+| 6 | Erwiderung auf Patentänderungsantrag | 2 M after | RoP.043.3 |  | claimant |  | if `with_amend` |
+| 7 | Erwiderung auf Verletzungswiderklage | 2 M after | RoP.056.1 |  | claimant |  | if `with_cci` |
+| 8 | Duplik | 1 M after | RoP.052 |  | defendant |  |  |
+| 9 | Replik auf Erwiderung zum Patentänderungsantrag | 1 M after | RoP.032.3 |  | defendant |  | if `with_amend` |
+| 10 | Replik auf Erwiderung zur Verletzungswiderklage | 1 M after | RoP.056.3 |  | defendant |  | if `with_cci` |
+| 11 | Duplik auf Replik zum Patentänderungsantrag | 1 M after | RoP.032.3 |  | claimant |  | if `with_amend` |
+| 12 | Duplik auf Replik zur Erwiderung Verletzungswiderklage | 1 M after | RoP.056.4 |  | claimant |  | if `with_cci` |
+| 13 | Zwischenanhörung | 0 M after | RoP.105 |  | court-set |  |  |
+| 14 | Mündliche Verhandlung | 0 M after | RoP.112 |  | court-set |  |  |
+| 15 | Entscheidung | 0 M after | RoP.118.3 |  | court-set |  |  |
+| 16 | Duplik zur Replik auf die Erwiderung zur Nichtigkeitsklage | 1 M after | RoP.052 | Reply to the Defence to revocation | — |  |  |
+| 17 | Verletzungswiderklage | 2 M after | RoP.053 | Statement for Revocation | — |  |  |
+| 18 | Antrag auf Patentänderung | 2 M after | RoP.050 | Statement for Revocation | — |  |  |
+
+## Nichtigkeitsverfahren (BPatG) · `de.null.bpatg`
+
+*Nullity (Federal Patent Court)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Nichtigkeitsklage | 0 M after | § 81 PatG |  | claimant |  |  |
+| 2 | Klageerwiderung | 2 M after | § 82 Abs. 3 PatG |  | defendant |  |  |
+| 3 | Replik | 2 M after | § 83 PatG |  | claimant |  |  |
+| 4 | Hinweisbeschluss | 0 M after | § 83 PatG |  | court-set |  |  |
+| 5 | Stellungnahme zum Hinweisbeschluss | 0 M after | § 83 PatG |  | either |  |  |
+| 6 | Duplik | 1 M after | § 83 PatG |  | defendant |  |  |
+| 7 | Mündliche Verhandlung | 0 M after | § 80 PatG |  | court-set |  |  |
+| 8 | Urteil | 0 M after | § 84 PatG |  | court-set |  |  |
+| 9 | Berufungsfrist | 1 M after | § 110 PatG |  | either |  |  |
+| 10 | Berufungsbegründung | 3 M after | § 111 PatG |  | either |  |  |
+| 11 | Wiedereinsetzungsantrag (§ 123 PatG) | 2 M after | § 123 PatG | Removal of obstacle (PatG §123) | — |  |  |
+
+## Einspruchsverfahren · `epa.opp.opd`
+
+*Opposition Proceedings*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Veröffentlichung der Erteilung | 0 M after | Art. 97 EPÜ |  | either |  |  |
+| 2 | Einspruchsfrist | 9 M after | Art. 99 EPÜ |  | either |  |  |
+| 3 | Erwiderung des Patentinhabers | 4 M after | R. 79(1) EPÜ |  | court-set |  |  |
+| 4 | Entscheidung | 0 M after | Art. 102 EPÜ |  | court-set |  |  |
+| 5 | Beschwerdefrist | 2 M after | Art. 108 EPÜ |  | either |  |  |
+| 6 | Beschwerdebegründung | 4 M after | Art. 108 EPÜ |  | either |  |  |
+| 7 | Stellungnahme weiterer Beteiligter | 0 M after | R. 79 EPÜ |  | either |  |  |
+| 8 | Eingaben vor mündl. Verhandlung | 0 M after | R. 116 EPÜ |  | either |  |  |
+| 9 | Wiedereinsetzungsantrag (Art. 122 EPÜ) | 2 M after | Art. 122 EPÜ | Removal of obstacle (EPC Art.122) | — |  |  |
+
+## Beschwerdeverfahren · `epa.opp.boa`
+
+*Appeal Proceedings*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung der Beschwerdeentscheidung | 0 M after | R. 124 EPÜ |  | either |  |  |
+| 2 | Beschwerdeeinlegung | 2 M after | Art. 108 EPÜ |  | either |  |  |
+| 3 | Beschwerdebegründung | 4 M after | Art. 108 EPÜ |  | either |  |  |
+| 4 | Beschwerdeerwiderung | 4 M after | RPBA Art. 12 |  | either |  |  |
+| 5 | Mündliche Verhandlung | 0 M after | Art. 116 EPÜ |  | court-set |  |  |
+| 6 | Entscheidung | 0 M after | Art. 111 EPÜ |  | court-set |  |  |
+| 7 | Eingaben vor mündl. Verhandlung | 0 M after | R. 116 EPÜ |  | either |  |  |
+| 8 | Antrag auf Überprüfung | 2 M after | Art. 112a EPÜ |  | either |  |  |
+
+## Einspruchsverfahren DPMA · `dpma.opp.dpma`
+
+*Opposition DPMA*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Veröffentlichung der Erteilung | 0 M after | § 58 PatG |  | either |  |  |
+| 2 | Einspruchsfrist | 9 M after | § 59 PatG |  | either |  |  |
+| 3 | Erwiderung des Patentinhabers | 4 M after | § 59(2) PatG |  | court-set |  |  |
+| 4 | DPMA-Entscheidung | 0 M after | § 61 PatG |  | court-set |  |  |
+| 5 | Wiedereinsetzungsantrag (DPMA) | 2 M after | § 123 PatG | Removal of obstacle (DPMA, PatG §123) | — |  |  |
+
+## Berufungsverfahren · `upc.apl.merits`
+
+*Appeal*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Berufungseinlegung | 2 M after | RoP.224.1.a |  | either |  |  |
+| 2 | Berufungsbegründung | 4 M after | RoP.224.2.a |  | either |  |  |
+| 3 | Berufungserwiderung | 3 M after | RoP.235.1 |  | either |  |  |
+| 4 | Mündliche Verhandlung | 0 M after | RoP.240 |  | court-set |  |  |
+| 5 | Entscheidung | 0 M after | RoP.235.4 |  | court-set |  |  |
+| 6 | Anschlussberufung | 3 M after | RoP.237 |  | either |  |  |
+| 7 | Erwiderung Anschlussberufung | 2 M after | RoP.238.1 |  | either |  |  |
+| 8 | Berufungsschrift gegen eine in Regel 220.1(a) und (b) genannte Entscheidung | 2 M after | RoP.224.1(a) | Decision referred to in Rule 220.1(a) and (b) | — |  |  |
+| 9 | Berufungsbegründung gegen eine in Regel 220.1(a) und (b) genannte Entscheidung | 4 M after | RoP.224.1(a) | Decision referred to in Rule 220.1(a) and (b) | — |  |  |
+| 10 | Anfechtung einer Entscheidung über die Verwerfung der Berufung als unzulässig | 1 M after | RoP.245 | Decision to reject an appeal as inadmissible | — |  |  |
+| 11 | Antrag auf Wiederaufnahme (schwerwiegender Verfahrensmangel) | 2 M after | RoP.247.2 | Final decision (Service) / Discovery of the fundamental defect (whichever is later) | — |  |  |
+| 12 | Antrag auf Wiederaufnahme (Straftat) | 2 M after | RoP.247.1 | Final decision (Service) / Court decision on criminal offence (whichever is later) | — |  |  |
+
+## Berufungsverfahren OLG (Verletzung) · `de.inf.olg`
+
+*Appeal OLG (Infringement)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung LG-Urteil | 0 M after | § 540 ZPO |  | either |  |  |
+| 2 | Berufungsschrift | 1 M after | § 517 ZPO |  | either |  |  |
+| 3 | Berufungsbegründung | 2 M after | § 520 ZPO |  | either |  |  |
+| 4 | Berufungserwiderung | 1 M after | § 521 ZPO |  | either |  |  |
+| 5 | Anschlussberufung | 0 M after | § 524 ZPO |  | either |  |  |
+| 6 | Mündliche Verhandlung | 0 M after | § 540 ZPO |  | court-set |  |  |
+| 7 | OLG-Urteil | 0 M after | § 540 ZPO |  | court-set |  |  |
+
+## Revisions-/NZB-Verfahren BGH (Verletzung) · `de.inf.bgh`
+
+*Revision / Non-admission Appeal BGH (Infringement)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung OLG-Urteil | 0 M after | § 555 ZPO |  | either |  |  |
+| 2 | Nichtzulassungsbeschwerde | 1 M after | § 544 ZPO |  | either |  |  |
+| 3 | Nichtzulassungsbeschwerde-Begründung | 2 M after | § 544 ZPO |  | either |  |  |
+| 4 | Revisionsfrist | 1 M after | § 548 ZPO |  | either |  |  |
+| 5 | Revisionsbegründung | 2 M after | § 551 ZPO |  | either |  |  |
+| 6 | Revisionserwiderung | 1 M after | § 554 ZPO |  | either |  |  |
+| 7 | Mündliche Verhandlung BGH | 0 M after | § 555 ZPO |  | court-set |  |  |
+| 8 | BGH-Urteil | 0 M after | § 555 ZPO |  | court-set |  |  |
+
+## Berufungsverfahren BGH (Nichtigkeit) · `de.null.bgh`
+
+*Appeal BGH (Nullity)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung BPatG-Urteil | 0 M after | § 110 PatG |  | either |  |  |
+| 2 | Berufungsschrift | 1 M after | § 110 PatG |  | either |  |  |
+| 3 | Berufungsbegründung | 3 M after | § 520 Abs. 2 ZPO i.V.m. § 117 PatG |  | either |  |  |
+| 4 | Berufungserwiderung | 2 M after | § 521 Abs. 2 ZPO i.V.m. § 117 PatG |  | court-set |  |  |
+| 5 | Mündliche Verhandlung BGH | 0 M after | § 121 PatG |  | court-set |  |  |
+| 6 | BGH-Urteil | 0 M after | § 122 PatG |  | court-set |  |  |
+
+## EP-Erteilungsverfahren · `epa.grant.exa`
+
+*EP Grant Procedure*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Anmeldung | 0 M after | Art. 75 EPÜ |  | claimant |  |  |
+| 2 | Recherchenbericht | 6 M after | Art. 92 EPÜ |  | court-set |  |  |
+| 3 | Veröffentlichung (A1) | 18 M after | Art. 93 EPÜ |  | court-set |  |  |
+| 4 | Prüfungsantrag | 6 M after | R. 70(1) EPÜ |  | claimant |  |  |
+| 5 | Mitteilung nach R. 71(3) | 0 M after | R. 71(3) EPÜ |  | court-set |  |  |
+| 6 | Zustimmung + Übersetzung | 4 M after | R. 71(3) EPÜ |  | claimant |  |  |
+| 7 | Erteilung (B1) | 0 M after | Art. 97 EPÜ |  | court-set |  |  |
+
+## Beschwerdeverfahren BPatG (DPMA) · `dpma.appeal.bpatg`
+
+*Appeal BPatG (against DPMA Decision)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung DPMA-Entscheidung | 0 M after | § 65 PatG |  | either |  |  |
+| 2 | Beschwerde | 1 M after | § 73 PatG |  | either |  |  |
+| 3 | Beschwerdebegründung | 1 M after | § 75 PatG |  | court-set |  |  |
+| 4 | Mündliche Verhandlung BPatG | 0 M after | § 78 PatG |  | court-set |  |  |
+| 5 | BPatG-Entscheidung | 0 M after | § 78 PatG |  | court-set |  |  |
+
+## Rechtsbeschwerdeverfahren BGH · `dpma.appeal.bgh`
+
+*Legal Appeal BGH*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Zustellung BPatG-Entscheidung | 0 M after | § 100 PatG |  | either |  |  |
+| 2 | Rechtsbeschwerde | 1 M after | § 100 PatG |  | either |  |  |
+| 3 | Rechtsbeschwerdebegründung | 1 M after | § 102 PatG |  | either |  |  |
+| 4 | BGH-Entscheidung | 0 M after | § 100 PatG |  | court-set |  |  |
+
+## Berufungsverfahren Anordnungen · `upc.apl.order`
+
+*Order Appeal (15-day track)*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Anordnung / angegriffene Entscheidung | 0 M after | RoP.220 |  | court-set |  |  |
+| 2 | Berufung mit Zulassung | 15 d after | RoP.220.2 |  | either |  |  |
+| 3 | Antrag auf Ermessensüberprüfung | 15 d after | RoP.220.3 |  | either |  |  |
+| 4 | Berufungsbegründung (Orders Track) | 15 d after | RoP.224.2.b |  | either |  |  |
+| 5 | Anschlussberufung | 15 d after | RoP.237 |  | either |  |  |
+| 6 | Erwiderung Anschlussberufung | 15 d after | RoP.238.2 |  | either |  |  |
+| 7 | Berufungsschrift gegen eine in Regel 220.1(c) genannte Anordnung oder eine in Regel 220.2 oder 221.3 genannte Entscheidung | 15 d after | RoP.224.1(b) | Order referred to in Rule 220.1(c) or a decision referred to in Rule 220.2 or 221.3 | — |  |  |
+| 8 | Berufungsbegründung gegen eine in Regel 220.1(c) genannte Anordnung oder eine in Regel 220.2 oder 221.3 genannte Entscheidung | 15 d after | RoP.224.1(b) | Order referred to in Rule 220.1(c) or a decision referred to in Rule 220.2 or 221.3 | — |  |  |
+
+## Schadensbemessungsverfahren · `upc.dmgs.cfi`
+
+*Damages Determination*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Schadensbemessung | 0 M after | RoP.125 |  | claimant |  |  |
+| 2 | Klageerwiderung | 2 M after | RoP.137.2 |  | defendant |  |  |
+| 3 | Replik | 1 M after | RoP.139 |  | claimant |  |  |
+| 4 | Duplik | 1 M after | RoP.139 |  | defendant |  |  |
+
+## Bucheinsichtsverfahren · `upc.disc.cfi`
+
+*Lay-open Books / Discovery*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Bucheinsicht | 0 M after | RoP.190 |  | claimant |  |  |
+| 2 | Klageerwiderung | 2 M after | RoP.142.2 |  | defendant |  |  |
+| 3 | Replik | 14 d after | RoP.142.3 |  | claimant |  |  |
+| 4 | Duplik | 14 d after | RoP.142.3 |  | defendant |  |  |
+
+## Einstweilige Maßnahmen · `upc.pi.cfi`
+
+*Provisional Measures*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag | 0 M after | RoP.206 |  | claimant |  |  |
+| 2 | Erwiderung | 0 M after | RoP.211.2 |  | court-set |  |  |
+| 3 | Mündliche Verhandlung | 0 M after | RoP.195 |  | court-set |  |  |
+| 4 | Mängelbeseitigung Antrag | 14 d after | RoP.207.6.a |  | claimant |  |  |
+| 5 | Beschluss | 0 M after | RoP.211 |  | court-set |  |  |
+| 6 | Klage in der Hauptsache erheben | 31 d max 20 WD after | RoP.213 |  | claimant |  |  |
+
+## Schutzschrift · `upc.pl.cfi`
+
+*Protective Letter*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Einreichung der Schutzschrift | 0 M after | RoP.207 |  | defendant |  |  |
+| 2 | Erneuerung der Schutzschrift | 6 M after | RoP.207.9 | Protective Letter | — |  |  |
+
+## Berufungsverfahren Kosten · `upc.apl.cost`
+
+*Cost-Decision Appeal*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Kostenfestsetzungsbeschluss | 0 M after | RoP.221.4 |  | court-set |  |  |
+| 2 | Antrag auf Berufungszulassung | 15 d after | RoP.221.1 |  | either |  |  |
+| 3 | Antrag auf Berufungszulassung gegen Kostenentscheidungen | 15 d after | RoP.220.2 | Decision on fixation of costs (Rule 157) | — |  |  |
+
+## Negative Feststellungsklage · `upc.dni.cfi`
+
+*Declaration of Non-Infringement*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Klage auf negative Feststellung der Nichtverletzung | 0 M after | RoP.063 |  | claimant |  |  |
+| 2 | Erwiderung auf die negative Feststellungsklage | 2 M after | RoP.066 | Statement for a declaration of non-infringement | — |  |  |
+| 3 | Replik auf die Erwiderung zur negativen Feststellungsklage | 1 M after | RoP.067 | Defence to the Statement for a declaration of non-infringement | — |  |  |
+| 4 | Duplik zur Replik auf die Erwiderung zur negativen Feststellungsklage | 1 M after | RoP.068 | Reply to the Defence to the Statement for a declaration of non-infringement | — |  |  |
+
+## Überprüfung von EPA-Entscheidungen · `upc.epo.review`
+
+*Review of EPO decisions*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Überprüfung der EPA-Entscheidung | 0 M after | RoP.088 |  | — |  |  |
+| 2 | Antrag auf Aufhebung einer Entscheidung des EPA, mit der ein Antrag auf einheitliche Wirkung zurückgewiesen wurde | 3 w after | RoP.097 | Decision of the EPO not to grant unitary effect | — |  |  |
+
+## Separate Kostenentscheidung · `upc.costs.cfi`
+
+*Separate Cost Decision*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Kostenfestsetzung | 1 M after | RoP.151 |  | claimant |  |  |
+
+## Beweissicherung / saisie · `upc.bsv.cfi`
+
+*Evidence Preservation*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Antrag auf Beweissicherung | 0 M after | RoP.192 |  | court-set |  |  |
+| 2 | Antrag auf Überprüfung der Beweissicherungsanordnung | 30 d after | RoP.197.3 | Execution of measures to preserve evidence | — |  |  |
+| 3 | Beginn des Hauptsacheverfahrens | 31 d max 20 WD after | RoP.198 | Date specified in the Court's order to preserve evidence | — |  |  |
+
+## Widerklage auf Nichtigkeit · `upc.ccr.cfi`
+
+*Counterclaim for Revocation*
+
+| # | Phase / Event | Frist | Rule | Anchor | Seite | R.9.4 | Bedingung |
+|---:|---|---|---|---|---|:---:|---|
+| 1 | Widerklage auf Nichtigkeit | 3 M after | RoP.025 |  | defendant |  |  |
+
+---
+
+**Lesehilfe:**
+- ⤴ Spawn-Marker: event opens a sub-proceeding (e.g. CCR forks revocation track)
+- `with_ccr` = Widerklage auf Nichtigkeit gefilt | `with_amend` = Patentänderungsantrag | `with_cci` = Widerklage auf Verletzung (in rev.cfi)
+- Catalog ist work-in-progress: 7 compound-name rules + Patentänderung-Duplikation noch in m's split-review backlog (m/paliad#149).

frontend/src/client/builder-akte.ts

@@ -0,0 +1,262 @@
+// Akte-mode wiring for the Litigation Builder (m/paliad#153 B4,
+// t-paliad-347).
+//
+// PRD §2.3 + §3.1 + §3.2: the page-header Akte picker lists every
+// project (`type='case'`) the user can see. Picking one POSTs to
+// /api/builder/scenarios/from-project, which mints a project-backed
+// scenario (origin_project_id pinned) seeded with the project's
+// proceeding + scenario_flags + completed deadlines. Subsequent
+// builder edits dual-write through to paliad.deadlines + projects.
+// scenario_flags via the server-side dual-write hooks.
+//
+// The picker is its own module so the builder.ts orchestrator only
+// has to expose two hooks:
+//
+//   - `onProjectChosen(projectId)` — called when the user picks a
+//     project. Builder calls the from-project endpoint and loads the
+//     returned scenario.
+//   - `setSelectedProject(scenario)` — called after a scenario loads
+//     so the picker reflects the current Akte (or "— ohne —" for
+//     kontextfrei scenarios).
+//
+// Cross-surface scenario-flag-changed (mig 154 ssoT, m/paliad#149):
+// the builder listens to the existing CustomEvent so any peer surface
+// that PATCHes /api/projects/{id}/scenario-flags triggers a re-fetch
+// on the builder's active proceeding when the projectId matches the
+// scenario's origin_project_id. The dispatch direction is already
+// covered by patchScenarioFlags inside scenario-flags.ts — the
+// builder's own PATCH /api/projects/.../scenario-flags goes through
+// that helper so peer surfaces stay in sync without a separate dispatch.
+
+import { t } from "./i18n";
+
+export interface AkteProjectMeta {
+  id: string;
+  title: string;
+  reference?: string | null;
+  case_number?: string | null;
+  proceeding_type_id?: number | null;
+  our_side?: string | null;
+}
+
+export type OnProjectChosen = (projectId: string) => void | Promise<void>;
+
+interface State {
+  projects: AkteProjectMeta[];
+  loaded: boolean;
+}
+
+const state: State = {
+  projects: [],
+  loaded: false,
+};
+
+// fetchAkteProjects pulls every type=case project the caller can see.
+// Visibility is enforced by /api/projects via the project_teams /
+// can_see_project predicate. We filter client-side to projects with a
+// proceeding_type_id — those are the ones the builder can render. We
+// don't filter server-side because /api/projects' filter param doesn't
+// accept proceeding_type_id_not_null and round-tripping for that one
+// reason isn't worth a new endpoint.
+export async function fetchAkteProjects(): Promise<AkteProjectMeta[]> {
+  try {
+    const resp = await fetch("/api/projects?type=case", {
+      headers: { Accept: "application/json" },
+    });
+    if (!resp.ok) {
+      console.warn("builder-akte: /api/projects", resp.status);
+      return [];
+    }
+    const rows = (await resp.json()) as Array<{
+      id: string;
+      title: string;
+      reference?: string | null;
+      case_number?: string | null;
+      proceeding_type_id?: number | null;
+      our_side?: string | null;
+      status?: string;
+    }>;
+    return rows
+      .filter((r) => r.proceeding_type_id != null && (r.status ?? "active") === "active")
+      .map((r) => ({
+        id: r.id,
+        title: r.title,
+        reference: r.reference ?? null,
+        case_number: r.case_number ?? null,
+        proceeding_type_id: r.proceeding_type_id ?? null,
+        our_side: r.our_side ?? null,
+      }));
+  } catch (e) {
+    console.error("builder-akte: fetch projects failed", e);
+    return [];
+  }
+}
+
+// formatProjectLabel renders the dropdown row for a project. Reference
+// + title are the primary anchors; the case_number tail disambiguates
+// when two cases share a reference family.
+function formatProjectLabel(p: AkteProjectMeta): string {
+  const parts: string[] = [];
+  if (p.reference) parts.push(p.reference);
+  parts.push(p.title);
+  if (p.case_number) parts.push("(" + p.case_number + ")");
+  return parts.join(" · ");
+}
+
+// renderAktePicker fills the existing <select id="builder-akte-picker">
+// with the project list + a "— ohne —" sentinel. Idempotent.
+function renderAktePicker(selectedId: string | null): void {
+  const sel = document.getElementById("builder-akte-picker") as HTMLSelectElement | null;
+  if (!sel) return;
+  const none = t("builder.akte.none");
+  const opts: string[] = [`<option value="" data-i18n="builder.akte.none">${escHtml(none)}</option>`];
+  for (const p of state.projects) {
+    const selected = p.id === selectedId ? " selected" : "";
+    opts.push(
+      `<option value="${escAttr(p.id)}"${selected}>${escHtml(formatProjectLabel(p))}</option>`,
+    );
+  }
+  sel.innerHTML = opts.join("");
+}
+
+// mountAktePicker is the entry point. It fetches the project list once,
+// wires the dropdown change event to the supplied callback, and
+// returns a controller exposing setSelectedProject so the builder can
+// keep the picker reflective of the active scenario's Akte.
+//
+// The picker re-enables itself the moment projects load. While
+// loading, the existing `disabled` attribute (set in procedures.tsx)
+// stays so users don't pick during the fetch — but if the user lands
+// on the page after the catalog is cached this is essentially
+// instantaneous.
+export interface AktePickerHandle {
+  setSelectedProject: (projectId: string | null) => void;
+  isAkteMode: () => boolean;
+  reload: () => Promise<void>;
+}
+
+export async function mountAktePicker(onChosen: OnProjectChosen): Promise<AktePickerHandle> {
+  const sel = document.getElementById("builder-akte-picker") as HTMLSelectElement | null;
+  if (!sel) {
+    return {
+      setSelectedProject: () => {},
+      isAkteMode: () => false,
+      reload: async () => {},
+    };
+  }
+
+  // First load — fill the dropdown, enable it, wire change.
+  state.projects = await fetchAkteProjects();
+  state.loaded = true;
+  renderAktePicker(null);
+  sel.disabled = false;
+
+  sel.addEventListener("change", () => {
+    const id = sel.value;
+    if (!id) {
+      // "— ohne —" reset is intentional; the builder treats this as
+      // "leave the current scenario alone, just clear the picker".
+      // Switching the active scenario to a non-Akte one happens via
+      // the scenario picker, not by clicking the empty Akte option.
+      return;
+    }
+    void onChosen(id);
+  });
+
+  return {
+    setSelectedProject: (projectId: string | null) => {
+      const next = projectId ?? "";
+      // Renderless quick-sync when the option is present; otherwise
+      // re-render so the option appears (covers freshly created
+      // projects since this picker last loaded).
+      const optEl = sel.querySelector<HTMLOptionElement>(`option[value="${cssEscape(next)}"]`);
+      if (next && !optEl) {
+        renderAktePicker(next);
+      } else {
+        sel.value = next;
+      }
+    },
+    isAkteMode: () => sel.value !== "",
+    reload: async () => {
+      state.projects = await fetchAkteProjects();
+      renderAktePicker(sel.value || null);
+    },
+  };
+}
+
+// createScenarioFromProject posts to the B4 entry point. Returns the
+// new scenario's deep payload on success (id + proceedings + events),
+// null on failure. Caller is expected to load the returned scenario
+// via the builder's existing fetchScenarioDeep / state.active path.
+export async function createScenarioFromProject(projectId: string): Promise<{ id: string } | null> {
+  try {
+    const resp = await fetch("/api/builder/scenarios/from-project", {
+      method: "POST",
+      headers: { "Content-Type": "application/json", Accept: "application/json" },
+      body: JSON.stringify({ project_id: projectId }),
+    });
+    if (!resp.ok) {
+      console.warn("builder-akte: from-project", resp.status, await resp.text().catch(() => ""));
+      return null;
+    }
+    const out = await resp.json();
+    return out && typeof out.id === "string" ? { id: out.id } : null;
+  } catch (e) {
+    console.error("builder-akte: from-project failed", e);
+    return null;
+  }
+}
+
+// renderAkteBanner toggles the "Aus Akte: <code>" badge next to the
+// scenario picker. The badge is a <span class="builder-akte-banner">
+// inserted/removed by this helper; CSS gives it a lime tint to match
+// the Akte affordance throughout the app. Pass `null` (or omit
+// projectId) to hide.
+export function renderAkteBanner(projectId: string | null): void {
+  const host = document.querySelector(".builder-pageheader") as HTMLElement | null;
+  if (!host) return;
+  let badge = document.getElementById("builder-akte-banner");
+  if (!projectId) {
+    if (badge) badge.remove();
+    return;
+  }
+  const meta = state.projects.find((p) => p.id === projectId);
+  const label = meta ? formatProjectLabel(meta) : projectId.slice(0, 8);
+  const text =
+    t("builder.akte.banner.prefix") + " " + label;
+  if (!badge) {
+    badge = document.createElement("span");
+    badge.id = "builder-akte-banner";
+    badge.className = "builder-akte-banner";
+    badge.setAttribute("role", "note");
+    host.appendChild(badge);
+  }
+  badge.textContent = text;
+}
+
+// ────────────────────────────────────────────────────────────────────────────
+// helpers
+// ────────────────────────────────────────────────────────────────────────────
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}
+
+function escHtml(s: string): string {
+  return s
+    .replace(/&/g, "&amp;")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+// cssEscape is a small fallback for browsers that don't yet expose
+// CSS.escape. UUIDs only contain [0-9a-f-] so even the naïve replacer
+// keeps us safe; the function exists to make intent obvious.
+function cssEscape(s: string): string {
+  if (typeof CSS !== "undefined" && typeof (CSS as { escape?: (s: string) => string }).escape === "function") {
+    return (CSS as { escape: (s: string) => string }).escape(s);
+  }
+  return s.replace(/[^a-zA-Z0-9_-]/g, "\\$&");
+}

frontend/src/client/builder-picker.ts

@@ -0,0 +1,147 @@
+// Add-proceeding inline picker for the Litigation Builder.
+//
+// PRD §3 + §3.1: "+ Verfahren hinzufügen" button at the bottom of the
+// triplet stack opens an inline picker. Forum chip row (UPC for v1)
+// gates the Verfahren chip row, click → callback. Designed for B1's
+// single-triplet flow and B2's multi-triplet stacking with no shape
+// change between slices.
+
+import { t } from "./i18n";
+
+export interface ProceedingTypeMeta {
+  id: number;
+  code: string;
+  name: string;
+  nameEN: string;
+  // group / jurisdiction. The proceeding-types API returns "UPC" /
+  // "DE" / etc. as the canonical jurisdiction; for v1 the picker
+  // only renders UPC.
+  group?: string;
+  jurisdiction?: string;
+}
+
+type OnPick = (meta: ProceedingTypeMeta) => void | Promise<void>;
+
+let activePopover: HTMLElement | null = null;
+
+export function mountAddProceedingPicker(
+  anchor: HTMLElement,
+  types: ProceedingTypeMeta[],
+  onPick: OnPick,
+): void {
+  closeActive();
+  const pop = document.createElement("div");
+  pop.className = "builder-picker-popover";
+  pop.setAttribute("role", "dialog");
+  pop.setAttribute("aria-label", t("builder.picker.aria"));
+
+  const header = document.createElement("div");
+  header.className = "builder-picker-header";
+  header.innerHTML = `
+    <strong class="builder-picker-title">${escHtml(t("builder.picker.title"))}</strong>
+    <button type="button" class="builder-picker-close" aria-label="${escAttr(t("builder.picker.close"))}">×</button>
+  `;
+  pop.appendChild(header);
+
+  // Forum row — UPC only for v1. Disabled chips render greyed.
+  const forumRow = document.createElement("div");
+  forumRow.className = "builder-picker-row";
+  forumRow.innerHTML = `
+    <span class="builder-picker-axis-label">${escHtml(t("builder.picker.axis.forum"))}</span>
+    <div class="builder-picker-chips">
+      <button type="button" class="builder-picker-chip is-active" data-forum="UPC">UPC</button>
+      <button type="button" class="builder-picker-chip" data-forum="DE" disabled title="${escAttr(t("builder.picker.future_jurisdiction"))}">DE</button>
+      <button type="button" class="builder-picker-chip" data-forum="EPA" disabled title="${escAttr(t("builder.picker.future_jurisdiction"))}">EPA</button>
+      <button type="button" class="builder-picker-chip" data-forum="DPMA" disabled title="${escAttr(t("builder.picker.future_jurisdiction"))}">DPMA</button>
+    </div>
+  `;
+  pop.appendChild(forumRow);
+
+  const procRow = document.createElement("div");
+  procRow.className = "builder-picker-row";
+  procRow.innerHTML = `
+    <span class="builder-picker-axis-label">${escHtml(t("builder.picker.axis.proc"))}</span>
+    <div class="builder-picker-chips builder-picker-chips--wrap" id="builder-picker-proc-chips"></div>
+  `;
+  pop.appendChild(procRow);
+
+  const empty = document.createElement("p");
+  empty.className = "builder-picker-empty";
+  empty.hidden = true;
+  empty.textContent = t("builder.picker.empty");
+  pop.appendChild(empty);
+
+  const procHost = pop.querySelector("#builder-picker-proc-chips") as HTMLElement;
+  const lang = document.documentElement.lang === "en" ? "en" : "de";
+  for (const meta of types) {
+    const label = lang === "en" ? (meta.nameEN || meta.name) : meta.name;
+    const chip = document.createElement("button");
+    chip.type = "button";
+    chip.className = "builder-picker-chip builder-picker-chip--proc";
+    chip.setAttribute("data-code", meta.code);
+    chip.innerHTML = `<span class="builder-picker-chip-code">${escHtml(meta.code)}</span>
+                      <span class="builder-picker-chip-name">${escHtml(label)}</span>`;
+    chip.addEventListener("click", () => {
+      closeActive();
+      void onPick(meta);
+    });
+    procHost.appendChild(chip);
+  }
+  if (types.length === 0) empty.hidden = false;
+
+  header.querySelector(".builder-picker-close")?.addEventListener("click", () => {
+    closeActive();
+  });
+
+  // Position the popover under the anchor button.
+  positionUnder(pop, anchor);
+  document.body.appendChild(pop);
+  activePopover = pop;
+  document.addEventListener("click", onOutsideClick, true);
+  document.addEventListener("keydown", onEscape, true);
+}
+
+function positionUnder(pop: HTMLElement, anchor: HTMLElement): void {
+  const rect = anchor.getBoundingClientRect();
+  pop.style.position = "absolute";
+  const top = rect.bottom + window.scrollY + 6;
+  // Default left = anchor's left; clamp so popover stays in viewport.
+  const left = Math.max(8, rect.left + window.scrollX);
+  pop.style.top = `${top}px`;
+  pop.style.left = `${left}px`;
+  pop.style.maxWidth = "min(640px, calc(100vw - 24px))";
+  pop.style.zIndex = "60";
+}
+
+function onOutsideClick(ev: Event): void {
+  if (!activePopover) return;
+  const target = ev.target as Node;
+  if (activePopover.contains(target)) return;
+  closeActive();
+}
+
+function onEscape(ev: KeyboardEvent): void {
+  if (ev.key === "Escape") closeActive();
+}
+
+function closeActive(): void {
+  if (activePopover) {
+    activePopover.remove();
+    activePopover = null;
+  }
+  document.removeEventListener("click", onOutsideClick, true);
+  document.removeEventListener("keydown", onEscape, true);
+}
+
+function escHtml(s: string): string {
+  return s
+    .replace(/&/g, "&amp;")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}

frontend/src/client/builder-search.ts

@@ -0,0 +1,412 @@
+// Universal search dropdown for the Litigation Builder (m/paliad#153 B3).
+//
+// PRD §2.2 + §3.1 + §6.3: the page-header search box ("Suche") drives
+// a typed dropdown returning grouped event / scenario / project hits.
+// Picking an event lands the user on a scratch scenario with one
+// triplet anchored on that event's proceeding type. Picking a scenario
+// loads it; picking a project (Akte) is deferred to B4 (the dropdown
+// row renders but pick falls through to a console hint until B4 wires
+// project-backed scenarios).
+//
+// The controller is owned by builder.ts; this module exports
+// `mountBuilderSearch` which wires the input + dropdown lifecycle and
+// invokes the supplied callbacks. No module-level state — re-mounting
+// is safe.
+
+import { t } from "./i18n";
+
+export interface EventSearchHit {
+  id: string;
+  code: string;
+  name_de: string;
+  name_en: string;
+  event_kind?: string | null;
+  primary_party?: string | null;
+  anchor_rule_id: string;
+  follow_up_count: number;
+  proceeding_type: {
+    id: number;
+    code: string;
+    name_de: string;
+    name_en: string;
+    jurisdiction?: string | null;
+  };
+}
+
+export interface ScenarioSearchHit {
+  id: string;
+  name: string;
+  status: string;
+  updated_at: string;
+}
+
+export interface ProjectSearchHit {
+  id: string;
+  type: string;
+  title: string;
+  reference?: string | null;
+  case_number?: string | null;
+  matter_number?: string | null;
+  client_number?: string | null;
+}
+
+export interface UniversalSearchResponse {
+  query: string;
+  events: EventSearchHit[];
+  scenarios: ScenarioSearchHit[];
+  projects: ProjectSearchHit[];
+  counts: { events: number; scenarios: number; projects: number };
+}
+
+export interface BuilderSearchCallbacks {
+  onPickEvent: (hit: EventSearchHit) => void | Promise<void>;
+  onPickScenario: (hit: ScenarioSearchHit) => void | Promise<void>;
+  onPickProject?: (hit: ProjectSearchHit) => void | Promise<void>;
+}
+
+interface Controller {
+  input: HTMLInputElement;
+  dropdown: HTMLElement;
+  open: boolean;
+  abort: AbortController | null;
+  debounceTimer: number | null;
+  lang: "de" | "en";
+}
+
+let active: Controller | null = null;
+
+// mountBuilderSearch wires the universal search behavior onto an
+// existing <input>. Idempotent — re-calling tears down the previous
+// dropdown and rebinds. Returns a controller exposing focus() so the
+// entry-mode toggle in builder.ts can land on the search input.
+export function mountBuilderSearch(
+  input: HTMLInputElement,
+  cb: BuilderSearchCallbacks,
+): { focus: () => void; close: () => void } {
+  teardown();
+
+  const lang: "de" | "en" = document.documentElement.lang === "en" ? "en" : "de";
+
+  // Single dropdown container, anchored under the input. Positioned
+  // absolutely so it floats above the canvas without reflowing layout.
+  const dropdown = document.createElement("div");
+  dropdown.className = "builder-search-dropdown";
+  dropdown.setAttribute("role", "listbox");
+  dropdown.hidden = true;
+  document.body.appendChild(dropdown);
+
+  active = {
+    input,
+    dropdown,
+    open: false,
+    abort: null,
+    debounceTimer: null,
+    lang,
+  };
+
+  input.addEventListener("input", onInput);
+  input.addEventListener("focus", onFocus);
+  input.addEventListener("keydown", onKeydown);
+  document.addEventListener("click", onOutsideClick, true);
+  window.addEventListener("resize", reposition);
+  window.addEventListener("scroll", reposition, true);
+
+  // Click handler is wired once on the dropdown root via event
+  // delegation; per-row data attributes identify the hit type.
+  dropdown.addEventListener("click", (ev) => {
+    const row = (ev.target as HTMLElement).closest<HTMLElement>(".builder-search-row");
+    if (!row) return;
+    const kind = row.getAttribute("data-hit-kind");
+    const payload = row.getAttribute("data-hit-payload");
+    if (!kind || !payload) return;
+    try {
+      const hit = JSON.parse(payload);
+      ev.stopPropagation();
+      closeDropdown();
+      if (kind === "event") void cb.onPickEvent(hit);
+      else if (kind === "scenario") void cb.onPickScenario(hit);
+      else if (kind === "project" && cb.onPickProject) void cb.onPickProject(hit);
+    } catch (err) {
+      console.error("builder-search: bad payload", err);
+    }
+  });
+
+  return {
+    focus: () => {
+      input.focus();
+      // Open the dropdown on focus even when input is empty — show the
+      // "start typing" hint per PRD §2.2 (search box auto-focuses).
+      openDropdown();
+      renderHint(t("builder.search.hint.start"));
+    },
+    close: closeDropdown,
+  };
+}
+
+function teardown(): void {
+  if (!active) return;
+  if (active.abort) active.abort.abort();
+  if (active.debounceTimer !== null) window.clearTimeout(active.debounceTimer);
+  active.dropdown.remove();
+  active.input.removeEventListener("input", onInput);
+  active.input.removeEventListener("focus", onFocus);
+  active.input.removeEventListener("keydown", onKeydown);
+  document.removeEventListener("click", onOutsideClick, true);
+  window.removeEventListener("resize", reposition);
+  window.removeEventListener("scroll", reposition, true);
+  active = null;
+}
+
+function onInput(): void {
+  if (!active) return;
+  const q = active.input.value.trim();
+  if (active.debounceTimer !== null) window.clearTimeout(active.debounceTimer);
+  if (q.length === 0) {
+    openDropdown();
+    renderHint(t("builder.search.hint.start"));
+    return;
+  }
+  if (q.length < 2) {
+    openDropdown();
+    renderHint(t("builder.search.hint.short"));
+    return;
+  }
+  active.debounceTimer = window.setTimeout(() => {
+    void runSearch(q);
+  }, 180);
+}
+
+function onFocus(): void {
+  if (!active) return;
+  const q = active.input.value.trim();
+  if (q.length === 0) {
+    openDropdown();
+    renderHint(t("builder.search.hint.start"));
+  } else if (q.length >= 2) {
+    void runSearch(q);
+  }
+}
+
+function onKeydown(ev: KeyboardEvent): void {
+  if (!active) return;
+  if (ev.key === "Escape") {
+    closeDropdown();
+    return;
+  }
+  if (ev.key === "ArrowDown" || ev.key === "ArrowUp") {
+    const rows = Array.from(active.dropdown.querySelectorAll<HTMLElement>(".builder-search-row"));
+    if (rows.length === 0) return;
+    ev.preventDefault();
+    const current = active.dropdown.querySelector<HTMLElement>(".builder-search-row.is-focus");
+    let idx = current ? rows.indexOf(current) : -1;
+    idx = ev.key === "ArrowDown"
+      ? Math.min(rows.length - 1, idx + 1)
+      : Math.max(0, idx - 1);
+    rows.forEach((r) => r.classList.remove("is-focus"));
+    rows[idx].classList.add("is-focus");
+    rows[idx].scrollIntoView({ block: "nearest" });
+    return;
+  }
+  if (ev.key === "Enter") {
+    const focused = active.dropdown.querySelector<HTMLElement>(".builder-search-row.is-focus");
+    if (focused) {
+      ev.preventDefault();
+      focused.click();
+    }
+  }
+}
+
+function onOutsideClick(ev: Event): void {
+  if (!active) return;
+  const target = ev.target as Node;
+  if (active.input.contains(target)) return;
+  if (active.dropdown.contains(target)) return;
+  closeDropdown();
+}
+
+async function runSearch(q: string): Promise<void> {
+  if (!active) return;
+  // Cancel any in-flight request so a slow earlier query can't clobber
+  // a faster newer one.
+  if (active.abort) active.abort.abort();
+  const ctl = new AbortController();
+  active.abort = ctl;
+
+  openDropdown();
+  renderHint(t("builder.search.hint.loading"));
+
+  try {
+    const url = "/api/builder/search?q=" + encodeURIComponent(q);
+    const resp = await fetch(url, { signal: ctl.signal });
+    if (!resp.ok) {
+      renderHint(t("builder.search.hint.error"));
+      return;
+    }
+    const data = (await resp.json()) as UniversalSearchResponse;
+    if (active.abort !== ctl) return;
+    renderResults(data);
+  } catch (err) {
+    if ((err as { name?: string })?.name === "AbortError") return;
+    console.error("builder-search error:", err);
+    renderHint(t("builder.search.hint.error"));
+  }
+}
+
+function renderHint(message: string): void {
+  if (!active) return;
+  active.dropdown.innerHTML = `<div class="builder-search-hint">${escHtml(message)}</div>`;
+  reposition();
+}
+
+function renderResults(data: UniversalSearchResponse): void {
+  if (!active) return;
+  const lang = active.lang;
+
+  const total = data.events.length + data.scenarios.length + data.projects.length;
+  if (total === 0) {
+    renderHint(t("builder.search.hint.empty"));
+    return;
+  }
+
+  // Result-count summary per PRD §2.2: "N Ereignisse · M Szenarios · K Akten"
+  const counts = `<div class="builder-search-summary">` +
+    escHtml(tCount("builder.search.summary.events", data.events.length)) +
+    ` · ` +
+    escHtml(tCount("builder.search.summary.scenarios", data.scenarios.length)) +
+    ` · ` +
+    escHtml(tCount("builder.search.summary.projects", data.projects.length)) +
+    `</div>`;
+
+  const sections: string[] = [counts];
+
+  if (data.events.length > 0) {
+    sections.push(renderGroup(
+      t("builder.search.group.events"),
+      data.events.map((e) => renderEventRow(e, lang)).join(""),
+    ));
+  }
+  if (data.scenarios.length > 0) {
+    sections.push(renderGroup(
+      t("builder.search.group.scenarios"),
+      data.scenarios.map((s) => renderScenarioRow(s)).join(""),
+    ));
+  }
+  if (data.projects.length > 0) {
+    sections.push(renderGroup(
+      t("builder.search.group.projects"),
+      data.projects.map((p) => renderProjectRow(p, lang)).join(""),
+    ));
+  }
+
+  active.dropdown.innerHTML = sections.join("");
+  reposition();
+}
+
+function renderGroup(label: string, rowsHtml: string): string {
+  return `<section class="builder-search-group">` +
+    `<header class="builder-search-group-label">${escHtml(label)}</header>` +
+    rowsHtml +
+    `</section>`;
+}
+
+function renderEventRow(hit: EventSearchHit, lang: "de" | "en"): string {
+  const name = lang === "en" ? (hit.name_en || hit.name_de) : (hit.name_de || hit.name_en);
+  const ptName = lang === "en"
+    ? (hit.proceeding_type.name_en || hit.proceeding_type.name_de)
+    : (hit.proceeding_type.name_de || hit.proceeding_type.name_en);
+  const party = hit.primary_party ? `<span class="builder-search-party">${escHtml(hit.primary_party)}</span>` : "";
+  const kind = hit.event_kind ? `<span class="builder-search-kind">${escHtml(hit.event_kind)}</span>` : "";
+  // Payload for the click handler — we embed the full hit so builder.ts
+  // doesn't need a second lookup. JSON-encoded into a data attribute,
+  // attr-escaped on the way in.
+  const payload = escAttr(JSON.stringify(hit));
+  return `<div class="builder-search-row" data-hit-kind="event" data-hit-payload="${payload}" tabindex="-1" role="option">` +
+    `<div class="builder-search-row-main">` +
+      `<span class="builder-search-pt-code">${escHtml(hit.proceeding_type.code)}</span>` +
+      `<span class="builder-search-event-name">${escHtml(name)}</span>` +
+    `</div>` +
+    `<div class="builder-search-row-meta">` +
+      `<span class="builder-search-pt-name">${escHtml(ptName)}</span>` +
+      kind + party +
+    `</div>` +
+  `</div>`;
+}
+
+function renderScenarioRow(hit: ScenarioSearchHit): string {
+  const payload = escAttr(JSON.stringify(hit));
+  return `<div class="builder-search-row" data-hit-kind="scenario" data-hit-payload="${payload}" tabindex="-1" role="option">` +
+    `<div class="builder-search-row-main">` +
+      `<span class="builder-search-scenario-name">${escHtml(hit.name)}</span>` +
+    `</div>` +
+    `<div class="builder-search-row-meta">` +
+      `<span class="builder-search-status">${escHtml(hit.status)}</span>` +
+    `</div>` +
+  `</div>`;
+}
+
+function renderProjectRow(hit: ProjectSearchHit, _lang: "de" | "en"): string {
+  const meta: string[] = [];
+  if (hit.case_number) meta.push(hit.case_number);
+  if (hit.matter_number) meta.push(hit.matter_number);
+  if (hit.client_number) meta.push(hit.client_number);
+  if (hit.reference) meta.push(hit.reference);
+  const metaText = meta.length > 0 ? meta.join(" · ") : "";
+  const payload = escAttr(JSON.stringify(hit));
+  return `<div class="builder-search-row" data-hit-kind="project" data-hit-payload="${payload}" tabindex="-1" role="option">` +
+    `<div class="builder-search-row-main">` +
+      `<span class="builder-search-project-type">${escHtml(hit.type)}</span>` +
+      `<span class="builder-search-project-title">${escHtml(hit.title)}</span>` +
+    `</div>` +
+    `<div class="builder-search-row-meta">${escHtml(metaText)}</div>` +
+  `</div>`;
+}
+
+function openDropdown(): void {
+  if (!active) return;
+  active.dropdown.hidden = false;
+  active.open = true;
+  reposition();
+}
+
+function closeDropdown(): void {
+  if (!active) return;
+  active.dropdown.hidden = true;
+  active.open = false;
+  if (active.abort) {
+    active.abort.abort();
+    active.abort = null;
+  }
+}
+
+function reposition(): void {
+  if (!active || !active.open) return;
+  const rect = active.input.getBoundingClientRect();
+  const top = rect.bottom + window.scrollY + 4;
+  const left = rect.left + window.scrollX;
+  const width = Math.max(rect.width, 380);
+  active.dropdown.style.position = "absolute";
+  active.dropdown.style.top = `${top}px`;
+  active.dropdown.style.left = `${left}px`;
+  active.dropdown.style.width = `${width}px`;
+  active.dropdown.style.zIndex = "60";
+}
+
+// tCount applies a simple plural pick: keys ".one" / ".other" carry
+// the singular/plural variants; the caller's key is the bare stem.
+function tCount(key: string, n: number): string {
+  const variant = n === 1 ? `${key}.one` : `${key}.other`;
+  return t(variant).replace("{n}", String(n));
+}
+
+function escHtml(s: string): string {
+  return s
+    .replace(/&/g, "&amp;")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}

frontend/src/client/builder-triplet.ts

@@ -0,0 +1,271 @@
+// ProceedingTriplet renderer for the Litigation Builder.
+//
+// PRD §3.3 + §3.4 + §6.1: one triplet = jurisdiction badge + name +
+// perspective + Detailgrad + columnar `proaktiv | court | reaktiv`
+// body.
+//
+// B2 wires the live controls — perspective radio, scenario-flag strip,
+// remove button, collapse — and the per-event-card overlays (3-state
+// machine, action buttons, optional-horizon chip). The 3-column body
+// itself is still produced by verfahrensablauf-core.renderColumnsBody;
+// per-card overlays are layered on top after innerHTML write via the
+// data-rule-id hooks added in the same slice.
+
+import { t, tDyn, getLang } from "./i18n";
+import type { DeadlineResponse, Side } from "./views/verfahrensablauf-core";
+import type { BuilderProceeding, BuilderEvent } from "./builder";
+import type { ProceedingTypeMeta } from "./builder-picker";
+
+export interface ScenarioFlagCatalogEntry {
+  flag_key: string;
+  label_de: string;
+  label_en: string;
+  description?: string;
+  hidden_unless_set: boolean;
+}
+
+export interface TripletViewInput {
+  proceeding: BuilderProceeding;
+  meta: ProceedingTypeMeta;
+  data: DeadlineResponse | null;
+  side: Side;
+  // Flag catalog filtered to the keys the active proceeding actually
+  // references via its rules' condition_expr. B2 passes the global
+  // catalog and lets the user toggle any — flags that don't gate any
+  // rule are simply no-ops on this triplet.
+  flagCatalog: ScenarioFlagCatalogEntry[];
+  // Map keyed by sequencing_rule_id (lowercased UUID) → BuilderEvent
+  // for the per-card state machine. Cards whose rule is absent default
+  // to "planned".
+  eventsByRule: Map<string, BuilderEvent>;
+  // Per-card optional-horizon registry. Each rule with optional
+  // children carries a `+N Optionen` chip; the chip's count comes from
+  // here (defaults to scenario_events.horizon_optional, falls back to
+  // proceeding-level when not stored per-card).
+  columnsHtml: string;
+  isChild: boolean;
+}
+
+// Triplet header + controls + columns body. Pure-string render; the
+// caller (builder.ts) wires click handlers on top.
+export function renderTriplet(input: TripletViewInput): string {
+  const lang = getLang();
+  const procLabel = lang === "en"
+    ? (input.meta.nameEN || input.meta.name)
+    : (input.meta.name || input.meta.nameEN);
+  const flagsBadge = activeFlagsBadge(input.proceeding.scenario_flags);
+
+  const body = input.data
+    ? input.columnsHtml
+    : `<div class="builder-triplet-loading">${escHtml(t("builder.triplet.loading"))}</div>`;
+
+  const controls = renderControls(input);
+  const flagStrip = renderFlagStrip(input);
+
+  return `
+    <header class="builder-triplet-header">
+      <span class="builder-triplet-jurisdiction">${escHtml(jurisdictionFor(input.meta))}</span>
+      <span class="builder-triplet-code">${escHtml(input.meta.code)}</span>
+      <span class="builder-triplet-name">${escHtml(procLabel)}</span>
+      ${flagsBadge}
+    </header>
+    ${controls}
+    ${flagStrip}
+    <div class="builder-triplet-body">
+      ${body}
+    </div>
+  `;
+}
+
+function renderControls(input: TripletViewInput): string {
+  const perspective = input.side ?? "";
+  const detailgrad = input.proceeding.detailgrad || "selected";
+
+  const radio = (value: string, key: string, current: string): string => {
+    const active = value === current ? " is-active" : "";
+    return `<button type="button" class="builder-triplet-perspective-btn${active}"
+              data-action="perspective" data-value="${escAttr(value)}">${escHtml(tDyn(key))}</button>`;
+  };
+  const detailBtn = (value: string, key: string, current: string): string => {
+    const active = value === current ? " is-active" : "";
+    return `<button type="button" class="builder-triplet-detailgrad-btn${active}"
+              data-action="detailgrad" data-value="${escAttr(value)}">${escHtml(tDyn(key))}</button>`;
+  };
+
+  return `<div class="builder-triplet-controls">
+    <span class="builder-triplet-controls-label">${escHtml(t("builder.triplet.perspective.label"))}</span>
+    <div class="builder-triplet-perspective">
+      ${radio("", "builder.triplet.perspective.none", perspective)}
+      ${radio("claimant", "builder.triplet.perspective.claimant", perspective)}
+      ${radio("defendant", "builder.triplet.perspective.defendant", perspective)}
+    </div>
+    <span class="builder-triplet-controls-label">${escHtml(t("builder.triplet.detailgrad.label"))}</span>
+    <div class="builder-triplet-detailgrad">
+      ${detailBtn("selected", "builder.triplet.detailgrad.selected", detailgrad)}
+      ${detailBtn("all_options", "builder.triplet.detailgrad.all_options", detailgrad)}
+    </div>
+    <button type="button" class="builder-triplet-remove" data-action="remove">
+      ${escHtml(t("builder.triplet.remove"))}
+    </button>
+  </div>`;
+}
+
+function renderFlagStrip(input: TripletViewInput): string {
+  // B2 ships the full global catalog. Flags that don't gate any of the
+  // active proceeding's rules are still toggle-able but have no effect
+  // on the calc result (the engine simply doesn't read them).
+  const lang = getLang();
+  const flags = input.proceeding.scenario_flags || {};
+  if (input.flagCatalog.length === 0) {
+    return `<div class="builder-triplet-flagstrip">
+      <span class="builder-triplet-flag-empty">${escHtml(t("builder.triplet.no_flags"))}</span>
+    </div>`;
+  }
+  const toggles = input.flagCatalog.map((entry) => {
+    const label = lang === "en" ? entry.label_en : entry.label_de;
+    const isOn = flags[entry.flag_key] === true;
+    return `<label class="builder-triplet-flag-toggle">
+      <input type="checkbox"
+             data-action="flag"
+             data-flag-key="${escAttr(entry.flag_key)}"
+             ${isOn ? "checked" : ""} />
+      <span>${escHtml(label)}</span>
+    </label>`;
+  }).join("");
+  return `<div class="builder-triplet-flagstrip">${toggles}</div>`;
+}
+
+function jurisdictionFor(meta: ProceedingTypeMeta): string {
+  if (meta.jurisdiction) return meta.jurisdiction;
+  if (meta.group) return meta.group;
+  const dot = meta.code.indexOf(".");
+  if (dot > 0) return meta.code.slice(0, dot).toUpperCase();
+  return meta.code.toUpperCase();
+}
+
+function activeFlagsBadge(flags: Record<string, unknown>): string {
+  const active = Object.entries(flags).filter(([, v]) => v === true).map(([k]) => k);
+  if (active.length === 0) return "";
+  const label = t("builder.triplet.flags.label");
+  const chips = active.map((f) =>
+    `<span class="builder-triplet-flag-chip">${escHtml(f)}</span>`,
+  ).join("");
+  return `<span class="builder-triplet-flags">${escHtml(label)} ${chips}</span>`;
+}
+
+// overlayEventStates walks the rendered .fr-col-item nodes and:
+//   - sets data-builder-state from eventsByRule lookup;
+//   - appends a per-card action row (file / skip / reset);
+//   - shows a +N Optionen chip when the rule has optional children
+//     (the chip placeholder; B2 ships the per-card horizon control —
+//     the actual horizon-count→render expansion lands when the calc
+//     engine surfaces "available optionals" for a parent rule, which
+//     pasteur's Options.IncludeOptional flag already exposes server-
+//     side; full wiring is a follow-up). Cards without optional
+//     children get no chip.
+export function overlayEventStates(
+  root: HTMLElement,
+  eventsByRule: Map<string, BuilderEvent>,
+  on: {
+    onAction: (ruleId: string, action: "file" | "skip" | "reset", payload?: { date?: string; reason?: string }) => void;
+    onHorizon: (ruleId: string, delta: 1 | -1) => void;
+  },
+): void {
+  const items = root.querySelectorAll<HTMLElement>(".fr-col-item[data-rule-id]");
+  items.forEach((item) => {
+    const ruleId = item.getAttribute("data-rule-id");
+    if (!ruleId) return;
+    const ev = eventsByRule.get(ruleId.toLowerCase());
+    const state = ev?.state || "planned";
+    item.setAttribute("data-builder-state", state);
+
+    // Append actions (idempotent: clear any prior overlay first).
+    item.querySelectorAll(".builder-event-actions, .builder-event-horizon-chip").forEach((n) => n.remove());
+
+    const actions = document.createElement("div");
+    actions.className = "builder-event-actions";
+    actions.innerHTML = actionButtonsHtml(state);
+    item.appendChild(actions);
+
+    actions.addEventListener("click", (ev) => {
+      const btn = (ev.target as HTMLElement).closest<HTMLElement>(".builder-event-action");
+      if (!btn) return;
+      const action = btn.getAttribute("data-action") as "file" | "skip" | "reset" | null;
+      if (!action) return;
+      ev.stopPropagation();
+      if (action === "file") {
+        const today = new Date().toISOString().slice(0, 10);
+        const v = window.prompt(t("builder.event.actual_date.prompt"), today);
+        if (v === null) return;
+        on.onAction(ruleId, "file", { date: v.trim() || today });
+      } else if (action === "skip") {
+        const reason = window.prompt(t("builder.event.skip_reason.prompt"), "");
+        if (reason === null) return;
+        on.onAction(ruleId, "skip", { reason: reason.trim() });
+      } else {
+        on.onAction(ruleId, "reset");
+      }
+    });
+
+    // Per-card optional horizon chip. The PRD §3.4 places the chip on
+    // every card with optional children; until the calc surface exposes
+    // an "optionals available count" on each parent rule, the chip is
+    // shown only when the card has a stored non-zero horizon (so the
+    // user can see and reduce a previously-set horizon). This is the
+    // graceful B2 baseline; the full surface lands once the engine
+    // emits an optionalsAvailable counter (PRD §3.4 follow-up).
+    const horizonCount = ev?.horizon_optional ?? 0;
+    if (horizonCount > 0) {
+      const chip = document.createElement("button");
+      chip.type = "button";
+      chip.className = "builder-event-horizon-chip";
+      chip.setAttribute("data-action", "horizon-toggle");
+      chip.textContent = t("builder.event.horizon.label").replace("{n}", String(horizonCount));
+      chip.addEventListener("click", (e) => {
+        e.stopPropagation();
+        on.onHorizon(ruleId, -1);
+      });
+      item.appendChild(chip);
+    } else {
+      // Inline "+ Optionen" affordance — adds a horizon entry when
+      // first clicked. Tagged as data-builder-feature so the cleanup
+      // sweep can rip it out if the calc surface lands a counter.
+      const chip = document.createElement("button");
+      chip.type = "button";
+      chip.className = "builder-event-horizon-chip";
+      chip.setAttribute("data-action", "horizon-add");
+      chip.setAttribute("data-builder-feature", "horizon-add");
+      chip.textContent = "+ " + t("builder.event.horizon.label").replace("+{n} ", "");
+      chip.addEventListener("click", (e) => {
+        e.stopPropagation();
+        on.onHorizon(ruleId, 1);
+      });
+      item.appendChild(chip);
+    }
+  });
+}
+
+function actionButtonsHtml(state: BuilderEvent["state"]): string {
+  // Re-render the action row per state. Cards in the planned state
+  // show "File / Skip"; filed/skipped cards show "Reset to planned".
+  if (state === "planned") {
+    return `
+      <button type="button" class="builder-event-action" data-action="file">${escHtml(t("builder.event.action.file"))}</button>
+      <button type="button" class="builder-event-action" data-action="skip">${escHtml(t("builder.event.action.skip"))}</button>
+    `;
+  }
+  return `<button type="button" class="builder-event-action" data-action="reset">${escHtml(t("builder.event.action.reset"))}</button>`;
+}
+
+function escHtml(s: string): string {
+  return s
+    .replace(/&/g, "&amp;")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}

frontend/src/client/i18n.ts

@@ -214,6 +214,86 @@ const translations: Record<Lang, Record<string, string>> = {
     "procedures.panel.akte.placeholder": "Akten-Einstieg folgt in einem sp\u00e4teren Slice.",
     "nav.procedures": "Verfahren & Fristen",
 
+    // Litigation Builder (m/paliad#153 B1+B2)
+    "builder.subtitle": "Litigation Builder \u2014 Szenarien bauen, Verfahren stapeln, Fristen behalten.",
+    "builder.header.scenario": "Szenario:",
+    "builder.header.akte": "Akte:",
+    "builder.header.stichtag": "Stichtag:",
+    "builder.header.search": "Suche:",
+    "builder.akte.none": "\u2014 ohne \u2014",
+    "builder.akte.banner.prefix": "Aus Akte:",
+    "builder.search.placeholder": "Ereignis, Szenario, Akte \u2026",
+    "builder.action.rename": "Benennen",
+    "builder.action.rename.prompt": "Name f\u00fcr dieses Szenario:",
+    "builder.action.share": "Teilen",
+    "builder.action.promote": "Als Projekt anlegen",
+    "builder.mode.cold": "\u00dcbersicht",
+    "builder.mode.event": "Ereignis",
+    "builder.mode.akte": "Aus Akte",
+    "builder.panel.title": "Meine Szenarien",
+    "builder.panel.new": "+ Neues Szenario",
+    "builder.panel.empty": "Noch keine Szenarien.",
+    "builder.bucket.active": "Aktiv",
+    "builder.empty.headline": "Noch kein Szenario ge\u00f6ffnet.",
+    "builder.empty.hint": "Starte ein neues Szenario, w\u00e4hle aus deiner Liste oder \u00fcbernimm eine Akte (B4).",
+    "builder.empty.cta": "Neues Szenario starten",
+    "builder.empty.recent": "Zuletzt bearbeitet",
+    "builder.picker.placeholder": "\u2014 Szenario w\u00e4hlen \u2014",
+    "builder.picker.title": "Verfahren hinzuf\u00fcgen",
+    "builder.picker.close": "Schlie\u00dfen",
+    "builder.picker.aria": "Verfahren ausw\u00e4hlen",
+    "builder.picker.axis.forum": "Forum:",
+    "builder.picker.axis.proc": "Verfahren:",
+    "builder.picker.empty": "Keine Verfahren verf\u00fcgbar.",
+    "builder.picker.future_jurisdiction": "Andere Foren folgen sp\u00e4ter.",
+    "builder.canvas.add_proceeding": "+ Verfahren hinzuf\u00fcgen",
+    "builder.triplet.loading": "Berechne Fristen \u2026",
+    "builder.triplet.unknown_proceeding": "Unbekannter Verfahrenstyp.",
+    "builder.triplet.side.claimant": "Kl\u00e4ger-Sicht",
+    "builder.triplet.side.defendant": "Beklagten-Sicht",
+    "builder.triplet.flags.label": "Optionen:",
+    "builder.triplet.perspective.label": "Perspektive:",
+    "builder.triplet.perspective.none": "keine",
+    "builder.triplet.perspective.claimant": "Kl\u00e4ger",
+    "builder.triplet.perspective.defendant": "Beklagter",
+    "builder.triplet.detailgrad.label": "Detailgrad:",
+    "builder.triplet.detailgrad.selected": "Gew\u00e4hlt",
+    "builder.triplet.detailgrad.all_options": "Alle Optionen",
+    "builder.triplet.remove": "Entfernen",
+    "builder.triplet.collapse": "Einklappen",
+    "builder.triplet.expand": "Ausklappen",
+    "builder.triplet.no_flags": "(keine Flags f\u00fcr diesen Verfahrenstyp)",
+    "builder.event.state.planned": "geplant",
+    "builder.event.state.filed": "eingereicht",
+    "builder.event.state.skipped": "ausgelassen",
+    "builder.event.action.file": "Einreichen",
+    "builder.event.action.skip": "Auslassen",
+    "builder.event.action.reset": "Zur\u00fcck zu geplant",
+    "builder.event.actual_date.prompt": "Datum der Einreichung:",
+    "builder.event.skip_reason.prompt": "Grund (optional):",
+    "builder.event.horizon.label": "+{n} Optionen \u25be",
+    "builder.event.horizon.hide": "Optionen ausblenden",
+    "builder.save.idle": "\u00a0",
+    "builder.save.saving": "Speichert \u2026",
+    "builder.save.saved": "Gespeichert \u2713",
+    "builder.save.error": "Speichern fehlgeschlagen",
+    "builder.search.hint.start": "Tippe \u2026 z.\u202fB. \u201eKlageerwiderung\u201c, \u201eHinweis\u201c, \u201eHL-2024\u201c",
+    "builder.search.hint.short": "Mindestens 2 Zeichen.",
+    "builder.search.hint.loading": "Suche \u2026",
+    "builder.search.hint.empty": "Keine Treffer.",
+    "builder.search.hint.error": "Suche fehlgeschlagen. Erneut versuchen.",
+    "builder.search.hint.akte_b4": "Akten-Modus folgt in B4.",
+    "builder.search.group.events": "Ereignisse",
+    "builder.search.group.scenarios": "Szenarien",
+    "builder.search.group.projects": "Akten",
+    "builder.search.summary.events.one": "{n} Ereignis",
+    "builder.search.summary.events.other": "{n} Ereignisse",
+    "builder.search.summary.scenarios.one": "{n} Szenario",
+    "builder.search.summary.scenarios.other": "{n} Szenarien",
+    "builder.search.summary.projects.one": "{n} Akte",
+    "builder.search.summary.projects.other": "{n} Akten",
+    "builder.search.anchor.divider": "\u2501\u2501\u2501\u2501 DU BIST HIER \u2501\u2501\u2501\u2501",
+
     "deadlines.step1": "Verfahrensart w\u00e4hlen",
     "deadlines.step2": "Ausgangsdatum eingeben",
     "deadlines.step2.perspective": "Perspektive und Datum",
@@ -3418,6 +3498,86 @@ const translations: Record<Lang, Record<string, string>> = {
     "procedures.panel.akte.placeholder": "Matter entry ships in a later slice.",
     "nav.procedures": "Procedures & Deadlines",
 
+    // Litigation Builder (m/paliad#153 B1+B2)
+    "builder.subtitle": "Litigation Builder — build scenarios, stack proceedings, track deadlines.",
+    "builder.header.scenario": "Scenario:",
+    "builder.header.akte": "Matter:",
+    "builder.header.stichtag": "Anchor:",
+    "builder.header.search": "Search:",
+    "builder.akte.none": "— none —",
+    "builder.akte.banner.prefix": "From matter:",
+    "builder.search.placeholder": "Event, scenario, matter …",
+    "builder.action.rename": "Name it",
+    "builder.action.rename.prompt": "Name for this scenario:",
+    "builder.action.share": "Share",
+    "builder.action.promote": "Create as project",
+    "builder.mode.cold": "Overview",
+    "builder.mode.event": "Event",
+    "builder.mode.akte": "From matter",
+    "builder.panel.title": "My scenarios",
+    "builder.panel.new": "+ New scenario",
+    "builder.panel.empty": "No scenarios yet.",
+    "builder.bucket.active": "Active",
+    "builder.empty.headline": "No scenario open.",
+    "builder.empty.hint": "Start a new scenario, pick one from your list, or load a matter (B4).",
+    "builder.empty.cta": "Start a new scenario",
+    "builder.empty.recent": "Recent",
+    "builder.picker.placeholder": "— pick a scenario —",
+    "builder.picker.title": "Add proceeding",
+    "builder.picker.close": "Close",
+    "builder.picker.aria": "Pick a proceeding",
+    "builder.picker.axis.forum": "Forum:",
+    "builder.picker.axis.proc": "Proceeding:",
+    "builder.picker.empty": "No proceedings available.",
+    "builder.picker.future_jurisdiction": "Other forums coming later.",
+    "builder.canvas.add_proceeding": "+ Add proceeding",
+    "builder.triplet.loading": "Calculating deadlines …",
+    "builder.triplet.unknown_proceeding": "Unknown proceeding type.",
+    "builder.triplet.side.claimant": "Claimant view",
+    "builder.triplet.side.defendant": "Defendant view",
+    "builder.triplet.flags.label": "Options:",
+    "builder.triplet.perspective.label": "Perspective:",
+    "builder.triplet.perspective.none": "none",
+    "builder.triplet.perspective.claimant": "Claimant",
+    "builder.triplet.perspective.defendant": "Defendant",
+    "builder.triplet.detailgrad.label": "Detail:",
+    "builder.triplet.detailgrad.selected": "Selected",
+    "builder.triplet.detailgrad.all_options": "All options",
+    "builder.triplet.remove": "Remove",
+    "builder.triplet.collapse": "Collapse",
+    "builder.triplet.expand": "Expand",
+    "builder.triplet.no_flags": "(no flags for this proceeding type)",
+    "builder.event.state.planned": "planned",
+    "builder.event.state.filed": "filed",
+    "builder.event.state.skipped": "skipped",
+    "builder.event.action.file": "File",
+    "builder.event.action.skip": "Skip",
+    "builder.event.action.reset": "Reset to planned",
+    "builder.event.actual_date.prompt": "Date of filing:",
+    "builder.event.skip_reason.prompt": "Reason (optional):",
+    "builder.event.horizon.label": "+{n} optional ▾",
+    "builder.event.horizon.hide": "Hide optional",
+    "builder.save.idle": " ",
+    "builder.save.saving": "Saving …",
+    "builder.save.saved": "Saved ✓",
+    "builder.save.error": "Save failed",
+    "builder.search.hint.start": "Type … e.g. \"defence\", \"hearing\", \"HL-2024\"",
+    "builder.search.hint.short": "At least 2 characters.",
+    "builder.search.hint.loading": "Searching …",
+    "builder.search.hint.empty": "No matches.",
+    "builder.search.hint.error": "Search failed. Try again.",
+    "builder.search.hint.akte_b4": "Matter mode coming in B4.",
+    "builder.search.group.events": "Events",
+    "builder.search.group.scenarios": "Scenarios",
+    "builder.search.group.projects": "Matters",
+    "builder.search.summary.events.one": "{n} event",
+    "builder.search.summary.events.other": "{n} events",
+    "builder.search.summary.scenarios.one": "{n} scenario",
+    "builder.search.summary.scenarios.other": "{n} scenarios",
+    "builder.search.summary.projects.one": "{n} matter",
+    "builder.search.summary.projects.other": "{n} matters",
+    "builder.search.anchor.divider": "━━━━ YOU ARE HERE ━━━━",
+
     "deadlines.step1": "Select Proceeding Type",
     "deadlines.step2": "Enter Trigger Date",
     "deadlines.step2.perspective": "Perspective and Date",

frontend/src/client/procedures.ts

@@ -1,150 +1,15 @@
-// /tools/procedures client (m/paliad#151,
-// docs/design-unified-procedural-events-tool-2026-05-27.md).
+// /tools/procedures bundle entry — Litigation Builder (m/paliad#153 B1).
 //
-// Boot logic + tab switching for the unified procedural-events tool.
-// Each entry tab mounts its own module; the search box and chip
-// filters in the top filter strip are wired in U1+ as each slice adds
-// its dimension-aware behaviour.
-//
-// U0 — Skeleton + tab toggling.
-// U1 — Direkt suchen mounts Mode A.
-// U2 — Geführt mounts Mode B wizard.
-// U3 — Verfahren wählen wires the Verfahrensablauf wizard + detail-mode toggle.
-//
-// Mode A renders its shell into #fristen-overhaul-root (replacing
-// children); Mode B renders into #fristen-overhaul-mode-host; the
-// result view (post-commit) writes into #fristen-overhaul-root. To
-// keep those IDs unique in the DOM, only the active tab's panel ever
-// hosts the overhaul scaffold — installOverhaulHost() tears down any
-// existing host and installs a fresh one inside the target panel
-// before handing off to the per-mode module.
+// Replaces cronus's U0-U4 catalog bootstrap. The page chrome is
+// emitted by procedures.tsx; this file boots the i18n + sidebar
+// runtime and hands off to builder.ts.
 
 import { initI18n } from "./i18n";
 import { initSidebar } from "./sidebar";
-import { mountModeA } from "./fristenrechner-mode-a";
-import { mountResultView } from "./fristenrechner-result";
-import { mountWizard } from "./fristenrechner-wizard";
-import { initVerfahrensablauf } from "./verfahrensablauf";
-
-type ProceduresTab = "proceeding" | "search" | "wizard" | "akte";
-
-const TABS: ProceduresTab[] = ["proceeding", "search", "wizard", "akte"];
-
-function readTabFromUrl(): ProceduresTab {
-  const params = new URLSearchParams(window.location.search);
-  const raw = params.get("mode");
-  if (raw && (TABS as string[]).includes(raw)) return raw as ProceduresTab;
-  return "proceeding";
-}
-
-function writeTabToUrl(tab: ProceduresTab): void {
-  const url = new URL(window.location.href);
-  if (tab === "proceeding") {
-    url.searchParams.delete("mode");
-  } else {
-    url.searchParams.set("mode", tab);
-  }
-  history.replaceState(null, "", url.pathname + url.search + url.hash);
-}
-
-// installOverhaulHost moves the (legacy) #fristen-overhaul-root /
-// #fristen-overhaul-mode-host scaffold under `panelId`. Always clears
-// any existing host first, so the IDs stay unique across the page even
-// when the user toggles between Direkt-suchen and Geführt — both Mode
-// A and the wizard read these IDs from document.getElementById which
-// returns the first match in DOM order, so two parallel hosts would
-// cross-wire.
-function installOverhaulHost(panelId: string): HTMLElement | null {
-  document.querySelectorAll("#fristen-overhaul-root").forEach((el) => el.remove());
-  const panel = document.getElementById(panelId);
-  if (!panel) return null;
-  panel.innerHTML = `
-    <div class="procedures-overhaul-host">
-      <div class="fristen-overhaul-root" id="fristen-overhaul-root">
-        <div id="fristen-overhaul-mode-host"></div>
-      </div>
-    </div>
-  `;
-  return panel;
-}
-
-function setActiveTabUI(tab: ProceduresTab): void {
-  for (const t of TABS) {
-    const btn = document.getElementById(`procedures-tab-${t}`);
-    const panel = document.getElementById(`procedures-panel-${t}`);
-    const active = t === tab;
-    if (btn) {
-      btn.classList.toggle("is-active", active);
-      btn.setAttribute("aria-selected", active ? "true" : "false");
-    }
-    if (panel) panel.hidden = !active;
-  }
-}
-
-// Verfahrensablauf wiring is idempotent-unfriendly (module-local
-// selectedType + lastResponse + listeners that re-bind on every
-// proceeding click). Wire it exactly once per page load; on subsequent
-// activations the existing DOM + listeners are reused so picked
-// proceeding / dates / flags persist across tab switches.
-let verfahrensablaufWired = false;
-
-async function activateTab(tab: ProceduresTab): Promise<void> {
-  setActiveTabUI(tab);
-  if (tab === "search") {
-    installOverhaulHost("procedures-panel-search");
-    await mountModeA();
-    return;
-  }
-  if (tab === "wizard") {
-    installOverhaulHost("procedures-panel-wizard");
-    await mountWizard();
-    return;
-  }
-  if (tab === "proceeding") {
-    if (!verfahrensablaufWired) {
-      initVerfahrensablauf();
-      verfahrensablaufWired = true;
-    }
-  }
-}
-
-function wireTabs(): void {
-  for (const t of TABS) {
-    const btn = document.getElementById(`procedures-tab-${t}`);
-    if (!btn) continue;
-    btn.addEventListener("click", () => {
-      void activateTab(t);
-      writeTabToUrl(t);
-    });
-  }
-}
-
-// boot dispatches on the URL: a deep link with `?event=` jumps straight
-// to the linear result view (the Direkt-suchen tab stays as the visible
-// context). Otherwise the requested tab — defaulting to "proceeding" —
-// activates per readTabFromUrl().
-async function boot(): Promise<void> {
-  const params = new URLSearchParams(window.location.search);
-  const eventRef = params.get("event") || "";
-
-  if (eventRef) {
-    setActiveTabUI("search");
-    installOverhaulHost("procedures-panel-search");
-    await mountResultView({
-      eventRef,
-      triggerDate: params.get("trigger_date") || undefined,
-      party: params.get("party") || undefined,
-      courtId: params.get("court_id") || undefined,
-    });
-    return;
-  }
-
-  await activateTab(readTabFromUrl());
-}
+import { mountBuilder } from "./builder";
 
 document.addEventListener("DOMContentLoaded", () => {
   initI18n();
   initSidebar();
-  wireTabs();
-  void boot();
+  void mountBuilder();
 });

frontend/src/client/verfahrensablauf.ts

@@ -176,6 +176,20 @@ const APPEAL_TARGET_PROCEEDINGS = new Set([
   "upc.apl.unified",
 ]);
 
+// hasOptionalOptIn — true when any `rule:<uuid>=true` override exists in
+// the scenarioFlags map (the per-rule "Aufnehmen" deviation written by
+// the detail-mode selection-chip in onRuleSelectionToggle). When set we
+// flip the engine's IncludeOptional on so the chosen optional rules
+// actually reach the response; the engine has no rule:<uuid> awareness
+// of its own so without this layer the pick would silently no-op.
+// (t-paliad-348)
+function hasOptionalOptIn(flags: Record<string, boolean>): boolean {
+  for (const [k, v] of Object.entries(flags)) {
+    if (v === true && k.startsWith("rule:")) return true;
+  }
+  return false;
+}
+
 function hasAppealTarget(proceedingType: string): boolean {
   return APPEAL_TARGET_PROCEEDINGS.has(proceedingType);
 }
@@ -408,6 +422,16 @@ async function doCalc() {
     perCardChoices,
     includeHidden: showHidden,
     appealTarget,
+    // t-paliad-348 — match the page-level detail mode to the engine's
+    // optional-rule suppression. The engine drops optional rules by
+    // default (IncludeOptional=false); "all_options" mode needs them
+    // back in the response so filterByDetailMode can dim them. We
+    // also opt-in whenever any per-rule `rule:<uuid>=true` deviation
+    // is set on scenarioFlags so an "Aufnehmen"-ed optional in
+    // "selected" mode still surfaces — the engine doesn't read
+    // rule:<uuid> overrides, so without this the user's pick would
+    // silently no-op server-side.
+    includeOptional: detailMode === "all_options" || hasOptionalOptIn(scenarioFlags),
   });
   if (seq !== calcSeq) return;
   if (!data) return;

frontend/src/client/views/verfahrensablauf-core.test.ts

@@ -1,8 +1,9 @@
-import { describe, expect, test } from "bun:test";
+import { afterEach, beforeEach, describe, expect, test } from "bun:test";
 import {
   type CalculatedDeadline,
   type DeadlineResponse,
   bucketDeadlinesIntoColumns,
+  calculateDeadlines,
   deadlineCardHtml,
   formatDurationLabel,
   renderColumnsBody,
@@ -773,3 +774,81 @@ describe("stripLeadingDurationFromNotes — render-side dedup (t-paliad-307)", (
       .toBe("Time limit set by the court");
   });
 });
+
+// Pin the engine-options plumbing surface (t-paliad-348 / yoUPC#178).
+// calculateDeadlines must forward `includeOptional` and
+// `triggerEventAnchors` straight into the POST body so the Go handler
+// (handleFristenrechnerAPI) can pass them into lp.CalcOptions. If a
+// future refactor drops the fields, the Builder triplet silently
+// reverts to "engine emits optional rules" and the unified
+// /tools/procedures page loses its naked-proceeding default.
+describe("calculateDeadlines — forwards engine options into request body", () => {
+  type CapturedRequest = { url: string; body: Record<string, unknown> };
+  let captured: CapturedRequest | null;
+  let originalFetch: typeof globalThis.fetch;
+
+  beforeEach(() => {
+    captured = null;
+    originalFetch = globalThis.fetch;
+    globalThis.fetch = (async (input: RequestInfo | URL, init?: RequestInit) => {
+      const body = typeof init?.body === "string" ? JSON.parse(init.body) : {};
+      captured = { url: String(input), body };
+      return new Response(JSON.stringify({
+        proceedingType: "x", proceedingName: "x", triggerDate: "2026-01-01", deadlines: [],
+      }), { status: 200, headers: { "Content-Type": "application/json" } });
+    }) as typeof globalThis.fetch;
+  });
+
+  afterEach(() => {
+    globalThis.fetch = originalFetch;
+  });
+
+  test("default call omits includeOptional and triggerEventAnchors", async () => {
+    await calculateDeadlines({ proceedingType: "upc.inf.cfi", triggerDate: "2026-05-26" });
+    expect(captured).not.toBeNull();
+    expect(captured!.body.includeOptional).toBeUndefined();
+    expect(captured!.body.triggerEventAnchors).toBeUndefined();
+  });
+
+  test("includeOptional=true sends includeOptional: true", async () => {
+    await calculateDeadlines({
+      proceedingType: "upc.inf.cfi",
+      triggerDate: "2026-05-26",
+      includeOptional: true,
+    });
+    expect(captured!.body.includeOptional).toBe(true);
+  });
+
+  test("includeOptional=false is omitted (matches engine default)", async () => {
+    await calculateDeadlines({
+      proceedingType: "upc.inf.cfi",
+      triggerDate: "2026-05-26",
+      includeOptional: false,
+    });
+    expect(captured!.body.includeOptional).toBeUndefined();
+  });
+
+  test("triggerEventAnchors forwarded as object", async () => {
+    await calculateDeadlines({
+      proceedingType: "upc.inf.cfi",
+      triggerDate: "2026-05-26",
+      triggerEventAnchors: {
+        "upc.inf.cfi.oral": "2026-09-01",
+        "upc.inf.cfi.decision": "2026-12-15",
+      },
+    });
+    expect(captured!.body.triggerEventAnchors).toEqual({
+      "upc.inf.cfi.oral": "2026-09-01",
+      "upc.inf.cfi.decision": "2026-12-15",
+    });
+  });
+
+  test("empty triggerEventAnchors is omitted", async () => {
+    await calculateDeadlines({
+      proceedingType: "upc.inf.cfi",
+      triggerDate: "2026-05-26",
+      triggerEventAnchors: {},
+    });
+    expect(captured!.body.triggerEventAnchors).toBeUndefined();
+  });
+});

frontend/src/client/views/verfahrensablauf-core.ts

@@ -271,6 +271,12 @@ export interface DeadlineResponse {
   // when the toggle is OFF — so users know there's something to
   // re-surface.
   hiddenCount?: number;
+  // rulesAwaitingAnchor (t-paliad-348 / yoUPC#178): number of rules the
+  // engine suppressed because their `trigger_event_id` anchor wasn't
+  // supplied via CalcParams.triggerEventAnchors. Mirrors the Go
+  // Timeline.RulesAwaitingAnchor counter — a single integer surface for
+  // "N rules waiting on an anchor" UI affordances.
+  rulesAwaitingAnchor?: number;
 }
 
 export interface CourtRow {
@@ -311,6 +317,20 @@ export interface CalcParams {
   // endentscheidung | kostenentscheidung | anordnung |
   // schadensbemessung | bucheinsicht.
   appealTarget?: string;
+  // t-paliad-348 / yoUPC#178 — surface the engine's two new CalcOptions
+  // axes to the HTTP boundary:
+  //
+  //   includeOptional: when true, the engine returns priority='optional'
+  //     rules in the timeline. Default false matches the engine default
+  //     (mandatory backbone only). The /tools/procedures detailgrad
+  //     toggle ("all_options" mode) drives this to true so the dimmed
+  //     optional cards can be rendered for the lawyer to opt into.
+  //   triggerEventAnchors: per-event-code anchor dates the engine
+  //     consults for rules carrying trigger_event_id. Empty/omitted =
+  //     no anchors → such rules render as IsConditional (the engine
+  //     refuses to fabricate a date off the proceeding's trigger date).
+  includeOptional?: boolean;
+  triggerEventAnchors?: Record<string, string>;
 }
 
 const PARTY_CLASS: Record<string, string> = {
@@ -1042,7 +1062,15 @@ export function renderColumnsBody(data: DeadlineResponse, opts: ColumnsBodyOpts
           // timeline-item — dotted border + faded styling.
           dl.isConditional ? "fr-col-item--conditional" : "",
         ].filter(Boolean).join(" ");
-        return `<div class="${itemClasses}">
+        // data-rule-id on the card root lets the Litigation Builder
+        // overlay per-card state (planned/filed/skipped) + action
+        // affordances onto cards rendered through this shared body
+        // without re-implementing the columns renderer. Empty on
+        // synthetic rows (appeal trigger marker etc.); the Builder
+        // skips state lookup when missing.
+        const ruleIdAttr = dl.ruleId ? ` data-rule-id="${escAttr(dl.ruleId)}"` : "";
+        const submissionCodeAttr = dl.code ? ` data-submission-code="${escAttr(dl.code)}"` : "";
+        return `<div class="${itemClasses}"${ruleIdAttr}${submissionCodeAttr}>
           ${deadlineCardHtml(dl, cardOpts)}
           ${mirrorTag}
         </div>`;
@@ -1110,6 +1138,10 @@ export async function calculateDeadlines(params: CalcParams): Promise<DeadlineRe
           : undefined,
         includeHidden: params.includeHidden ? true : undefined,
         appealTarget: params.appealTarget || undefined,
+        includeOptional: params.includeOptional ? true : undefined,
+        triggerEventAnchors: params.triggerEventAnchors && Object.keys(params.triggerEventAnchors).length > 0
+          ? params.triggerEventAnchors
+          : undefined,
       }),
     });
     if (!resp.ok) {

frontend/src/i18n-keys.ts

@@ -728,6 +728,84 @@ export type I18nKey =
   | "bottomnav.add.title"
   | "bottomnav.badge.deadlines"
   | "bottomnav.menu"
+  | "builder.action.promote"
+  | "builder.action.rename"
+  | "builder.action.rename.prompt"
+  | "builder.action.share"
+  | "builder.akte.banner.prefix"
+  | "builder.akte.none"
+  | "builder.bucket.active"
+  | "builder.canvas.add_proceeding"
+  | "builder.empty.cta"
+  | "builder.empty.headline"
+  | "builder.empty.hint"
+  | "builder.empty.recent"
+  | "builder.event.action.file"
+  | "builder.event.action.reset"
+  | "builder.event.action.skip"
+  | "builder.event.actual_date.prompt"
+  | "builder.event.horizon.hide"
+  | "builder.event.horizon.label"
+  | "builder.event.skip_reason.prompt"
+  | "builder.event.state.filed"
+  | "builder.event.state.planned"
+  | "builder.event.state.skipped"
+  | "builder.header.akte"
+  | "builder.header.scenario"
+  | "builder.header.search"
+  | "builder.header.stichtag"
+  | "builder.mode.akte"
+  | "builder.mode.cold"
+  | "builder.mode.event"
+  | "builder.panel.empty"
+  | "builder.panel.new"
+  | "builder.panel.title"
+  | "builder.picker.aria"
+  | "builder.picker.axis.forum"
+  | "builder.picker.axis.proc"
+  | "builder.picker.close"
+  | "builder.picker.empty"
+  | "builder.picker.future_jurisdiction"
+  | "builder.picker.placeholder"
+  | "builder.picker.title"
+  | "builder.save.error"
+  | "builder.save.idle"
+  | "builder.save.saved"
+  | "builder.save.saving"
+  | "builder.search.anchor.divider"
+  | "builder.search.group.events"
+  | "builder.search.group.projects"
+  | "builder.search.group.scenarios"
+  | "builder.search.hint.akte_b4"
+  | "builder.search.hint.empty"
+  | "builder.search.hint.error"
+  | "builder.search.hint.loading"
+  | "builder.search.hint.short"
+  | "builder.search.hint.start"
+  | "builder.search.placeholder"
+  | "builder.search.summary.events.one"
+  | "builder.search.summary.events.other"
+  | "builder.search.summary.projects.one"
+  | "builder.search.summary.projects.other"
+  | "builder.search.summary.scenarios.one"
+  | "builder.search.summary.scenarios.other"
+  | "builder.subtitle"
+  | "builder.triplet.collapse"
+  | "builder.triplet.detailgrad.all_options"
+  | "builder.triplet.detailgrad.label"
+  | "builder.triplet.detailgrad.selected"
+  | "builder.triplet.expand"
+  | "builder.triplet.flags.label"
+  | "builder.triplet.loading"
+  | "builder.triplet.no_flags"
+  | "builder.triplet.perspective.claimant"
+  | "builder.triplet.perspective.defendant"
+  | "builder.triplet.perspective.label"
+  | "builder.triplet.perspective.none"
+  | "builder.triplet.remove"
+  | "builder.triplet.side.claimant"
+  | "builder.triplet.side.defendant"
+  | "builder.triplet.unknown_proceeding"
   | "cal.day.back_to_month"
   | "cal.day.fri"
   | "cal.day.mon"

frontend/src/procedures.tsx

@@ -4,23 +4,19 @@ import { PaliadinWidget } from "./components/PaliadinWidget";
 import { BottomNav } from "./components/BottomNav";
 import { Footer } from "./components/Footer";
 import { PWAHead } from "./components/PWAHead";
-import { VerfahrensablaufBody } from "./components/VerfahrensablaufBody";
 
-// U0 — Skeleton for the unified procedural-events tool
-// (m/paliad#151, design docs/design-unified-procedural-events-tool-2026-05-27.md).
+// /tools/procedures — Litigation Builder (m/paliad#153 PRD §3).
 //
-// Folds /tools/fristenrechner (Mode A + Mode B + result) and
-// /tools/verfahrensablauf into a single page at /tools/procedures. Each
-// later slice fills one of the four entry tabs:
+// Replaces cronus's 4-tab catalog (U0-U4) with a persistence-backed
+// builder shell. Server-rendered chrome is minimal — the page-header
+// scenario picker, side panel, and canvas are all hydrated by
+// `builder.ts` at boot. The builder loads scenarios from
+// /api/builder/scenarios (B0 surface, t-paliad-340) and renders the
+// per-proceeding triplets with the existing verfahrensablauf-core calc.
 //
-//   U1 — Direkt suchen   (Mode A search)
-//   U2 — Geführt         (Mode B wizard)
-//   U3 — Verfahren       (Verfahrensablauf tree + 3-way detail filter)
-//   U4 — Hard-cut 301    (drop legacy pages, redirect URLs)
-//
-// This file ships only the page chrome — sidebar, header, filter strip
-// with search box, four entry-mode tabs, and the host containers the
-// later slices mount their UI into. No data wiring.
+// B1 — Builder shell + cold-open mode + single triplet end-to-end.
+// B2 — Multi-triplet stack + spawn nesting + per-event state machine.
+// B3+ — event-triggered + Akte modes, sharing, promotion (head-gated).
 
 export function renderProcedures(): string {
   const today = new Date().toISOString().split("T")[0];
@@ -36,151 +32,137 @@ export function renderProcedures(): string {
         <title data-i18n="procedures.title">Verfahren &amp; Fristen &mdash; Paliad</title>
         <link rel="stylesheet" href="/assets/global.css" />
       </head>
-      <body className="has-sidebar page-procedures">
+      <body className="has-sidebar page-procedures page-builder">
         <Sidebar currentPath="/tools/procedures" />
         <BottomNav currentPath="/tools/procedures" />
 
         <main>
-          <section className="tool-page">
+          <section className="tool-page builder-page">
             <div className="container">
               <div className="tool-header">
                 <h1 data-i18n="procedures.heading">Verfahren &amp; Fristen</h1>
-                <p className="tool-subtitle" data-i18n="procedures.subtitle">
-                  Verfahrensablauf, Fristenrechner und ger&uuml;hrte Suche in einem Tool.
+                <p className="tool-subtitle" data-i18n="builder.subtitle">
+                  Litigation Builder &mdash; Szenarien bauen, Verfahren stapeln, Fristen behalten.
                 </p>
               </div>
 
-              {/* Shared filter strip — search box + four chip groups
-                  (forum / proceeding / event_kind / party). Lives at the
-                  top of the page so every entry tab and output mode reads
-                  the same active filter set (design §4 + m's Q3
-                  divergence: search composes with chip filters). U0
-                  ships the markup only; chip hydration + search wiring
-                  arrive with U1-U3. */}
-              <section className="procedures-filter-strip" aria-label="Filter">
-                <div className="procedures-filter-search">
-                  <svg className="procedures-filter-search-icon" width="18" height="18" viewBox="0 0 24 24"
-                       fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round"
-                       stroke-linejoin="round" aria-hidden="true">
-                    <circle cx="11" cy="11" r="7"></circle>
-                    <line x1="21" y1="21" x2="16.65" y2="16.65"></line>
-                  </svg>
-                  <input
-                    type="search"
-                    id="procedures-search-input"
-                    className="procedures-filter-search-input"
-                    autocomplete="off"
-                    spellcheck="false"
-                    data-i18n-placeholder="procedures.filter.search.placeholder"
-                    placeholder="Klageerhebung, Hinweisbeschluss, oral hearing&hellip;"
-                  />
+              {/* Page header (PRD §3.1): scenario picker · save state · name · share · promote
+                  · Akte picker · Stichtag input. B1 wires the scenario picker
+                  + name action + Stichtag + save indicator. Akte / share /
+                  promote land at B4 / B5; the affordances render disabled in
+                  B1 so the layout is stable across slices. */}
+              <section className="builder-pageheader" aria-label="Builder-Steuerung">
+                <div className="builder-pageheader-row">
+                  <label className="builder-pageheader-field">
+                    <span className="builder-pageheader-label" data-i18n="builder.header.scenario">Szenario:</span>
+                    <select id="builder-scenario-picker" className="builder-scenario-picker" aria-label="Szenario w&auml;hlen"></select>
+                  </label>
+                  <span id="builder-save-status" className="builder-save-status" aria-live="polite" data-state="idle">
+                    <span data-i18n="builder.save.idle">&nbsp;</span>
+                  </span>
+                  <span className="builder-pageheader-spacer"></span>
+                  <button type="button" id="builder-rename-btn"
+                          className="builder-action-btn builder-action-btn--secondary"
+                          disabled
+                          data-i18n="builder.action.rename">Benennen</button>
+                  <button type="button" id="builder-share-btn"
+                          className="builder-action-btn builder-action-btn--secondary"
+                          disabled
+                          title="In B5 verf&uuml;gbar"
+                          data-i18n="builder.action.share">Teilen</button>
+                  <button type="button" id="builder-promote-btn"
+                          className="builder-action-btn builder-action-btn--primary"
+                          disabled
+                          title="In B5 verf&uuml;gbar"
+                          data-i18n="builder.action.promote">Als Projekt anlegen</button>
                 </div>
-                <div className="procedures-filter-chips" id="procedures-filter-chips">
-                  <div className="procedures-filter-chip-row" data-axis="forum">
-                    <span className="procedures-filter-axis-label" data-i18n="procedures.filter.axis.forum">Forum:</span>
-                    <div className="procedures-filter-chip-host" id="procedures-filter-chips-forum"></div>
-                  </div>
-                  <div className="procedures-filter-chip-row" data-axis="proc">
-                    <span className="procedures-filter-axis-label" data-i18n="procedures.filter.axis.proc">Verfahren:</span>
-                    <div className="procedures-filter-chip-host" id="procedures-filter-chips-proc"></div>
-                  </div>
-                  <div className="procedures-filter-chip-row" data-axis="kind">
-                    <span className="procedures-filter-axis-label" data-i18n="procedures.filter.axis.kind">Ereignisart:</span>
-                    <div className="procedures-filter-chip-host" id="procedures-filter-chips-kind"></div>
-                  </div>
-                  <div className="procedures-filter-chip-row" data-axis="party">
-                    <span className="procedures-filter-axis-label" data-i18n="procedures.filter.axis.party">Partei:</span>
-                    <div className="procedures-filter-chip-host" id="procedures-filter-chips-party"></div>
-                  </div>
+                <div className="builder-pageheader-row">
+                  <label className="builder-pageheader-field">
+                    <span className="builder-pageheader-label" data-i18n="builder.header.akte">Akte:</span>
+                    <select id="builder-akte-picker" className="builder-akte-picker" disabled aria-label="Akte w&auml;hlen">
+                      <option value="" data-i18n="builder.akte.none">&mdash; ohne &mdash;</option>
+                    </select>
+                  </label>
+                  <label className="builder-pageheader-field">
+                    <span className="builder-pageheader-label" data-i18n="builder.header.stichtag">Stichtag:</span>
+                    <input type="date" id="builder-stichtag-input" className="builder-stichtag-input"
+                           defaultValue={today} aria-label="Stichtag" />
+                  </label>
+                  <label className="builder-pageheader-field builder-pageheader-field--grow">
+                    <span className="builder-pageheader-label" data-i18n="builder.header.search">Suche:</span>
+                    <input type="search" id="builder-search-input" className="builder-search-input"
+                           data-i18n-placeholder="builder.search.placeholder"
+                           placeholder="Ereignis, Szenario, Akte &hellip;"
+                           autocomplete="off" spellcheck="false" />
+                  </label>
                 </div>
               </section>
 
-              {/* Entry-mode tab strip — all four tabs visible from boot
-                  (m's Q3 divergence). The active tab is URL-driven
-                  (?mode=proceeding|search|wizard|akte); cold open lands
-                  on "proceeding" per design §11.5.Q3. */}
-              <nav className="procedures-tabs" role="tablist" aria-label="Einstieg">
+              {/* Entry-mode radio (PRD §0.2, §2). B1 ships cold-open active;
+                  event-triggered + akte ship at B3 / B4 and are disabled
+                  here so the layout stays stable across slices. */}
+              <nav className="builder-modebar" role="tablist" aria-label="Einstieg">
                 <button type="button"
-                        className="procedures-tab is-active"
+                        className="builder-mode is-active"
                         role="tab"
                         aria-selected="true"
-                        data-tab="proceeding"
-                        id="procedures-tab-proceeding">
-                  <span className="procedures-tab-icon" aria-hidden="true">&#128218;</span>
-                  <span className="procedures-tab-label" data-i18n="procedures.tab.proceeding">Verfahren w&auml;hlen</span>
+                        data-mode="cold"
+                        id="builder-mode-cold">
+                  <span className="builder-mode-label" data-i18n="builder.mode.cold">&Uuml;bersicht</span>
                 </button>
                 <button type="button"
-                        className="procedures-tab"
+                        className="builder-mode"
                         role="tab"
                         aria-selected="false"
-                        data-tab="search"
-                        id="procedures-tab-search">
-                  <span className="procedures-tab-icon" aria-hidden="true">&#9889;</span>
-                  <span className="procedures-tab-label" data-i18n="procedures.tab.search">Direkt suchen</span>
+                        data-mode="event"
+                        id="builder-mode-event">
+                  <span className="builder-mode-label" data-i18n="builder.mode.event">Ereignis</span>
                 </button>
                 <button type="button"
-                        className="procedures-tab"
+                        className="builder-mode"
                         role="tab"
                         aria-selected="false"
-                        data-tab="wizard"
-                        id="procedures-tab-wizard">
-                  <span className="procedures-tab-icon" aria-hidden="true">&#129517;</span>
-                  <span className="procedures-tab-label" data-i18n="procedures.tab.wizard">Gef&uuml;hrt</span>
-                </button>
-                <button type="button"
-                        className="procedures-tab"
-                        role="tab"
-                        aria-selected="false"
-                        data-tab="akte"
-                        id="procedures-tab-akte">
-                  <span className="procedures-tab-icon" aria-hidden="true">&#128193;</span>
-                  <span className="procedures-tab-label" data-i18n="procedures.tab.akte">Aus Akte</span>
+                        data-mode="akte"
+                        id="builder-mode-akte">
+                  <span className="builder-mode-label" data-i18n="builder.mode.akte">Aus Akte</span>
                 </button>
               </nav>
 
-              {/* Per-tab content hosts. Only one is visible at a time —
-                  procedures.ts toggles `hidden` on the inactive ones.
-                  Each later slice fills the corresponding host. */}
-              <section className="procedures-panel" id="procedures-panel-proceeding" role="tabpanel"
-                       aria-labelledby="procedures-tab-proceeding">
-                {/* Verfahrensablauf wizard body — shared TSX component
-                    used by /tools/verfahrensablauf (legacy) and the
-                    unified /tools/procedures page. procedures.ts calls
-                    initVerfahrensablauf() on the first activation of
-                    this tab, which wires the .proceeding-btn clicks,
-                    timeline-container, detail-mode toggle, etc. against
-                    the markup. The legacy page's auto-boot is guarded
-                    against the procedures-only #procedures-panel-proceeding
-                    element so it doesn't fire twice. */}
-                <VerfahrensablaufBody todayIso={today} />
-              </section>
+              {/* Two-column body: side panel (left, scenarios list) + canvas (right). */}
+              <div className="builder-body">
+                <aside className="builder-sidepanel" aria-label="Meine Szenarien">
+                  <header className="builder-sidepanel-header">
+                    <h2 className="builder-sidepanel-title" data-i18n="builder.panel.title">Meine Szenarien</h2>
+                    <button type="button" id="builder-new-scenario-btn"
+                            className="builder-sidepanel-newbtn"
+                            data-i18n="builder.panel.new">+ Neues Szenario</button>
+                  </header>
+                  <div className="builder-sidepanel-bucket" data-bucket="active">
+                    <h3 className="builder-bucket-label" data-i18n="builder.bucket.active">Aktiv</h3>
+                    <ul className="builder-scenario-list" id="builder-scenario-list-active" aria-label="Aktive Szenarien"></ul>
+                  </div>
+                  {/* Geteilt / Promoted / Archiviert buckets land in B5+. */}
+                </aside>
 
-              <section className="procedures-panel" id="procedures-panel-search" role="tabpanel"
-                       aria-labelledby="procedures-tab-search" hidden></section>
-
-              <section className="procedures-panel" id="procedures-panel-wizard" role="tabpanel"
-                       aria-labelledby="procedures-tab-wizard" hidden></section>
-
-              <section className="procedures-panel" id="procedures-panel-akte" role="tabpanel"
-                       aria-labelledby="procedures-tab-akte" hidden>
-                <div className="procedures-panel-placeholder" data-i18n="procedures.panel.akte.placeholder">
-                  Akten-Einstieg folgt in einem sp&auml;teren Slice.
-                </div>
-              </section>
-
-              {/* Tree output host. Slice U3 mounts the Verfahrensablauf
-                  tree here; U0 leaves it empty + hidden so the
-                  tab placeholders are the only thing visible. */}
-              <section className="procedures-output procedures-output-tree" id="procedures-output-tree"
-                       aria-label="Tree output" hidden></section>
-
-              {/* Linear-drawer host. Inline drawer expanding beneath a
-                  tree card (design §8 — desktop) AND the standalone
-                  linear follow-up view that Mode A / Mode B land on
-                  after locking a trigger event (design §3.2). U1
-                  switches it on. */}
-              <section className="procedures-output procedures-output-linear" id="procedures-output-linear"
-                       aria-label="Linear output" hidden></section>
+                <section className="builder-canvas-wrap" aria-label="Builder-Canvas">
+                  <div id="builder-canvas" className="builder-canvas">
+                    {/* Cold-open placeholder — replaced by triplet stack once a
+                        scenario is loaded. */}
+                    <div className="builder-empty" id="builder-empty">
+                      <p className="builder-empty-headline" data-i18n="builder.empty.headline">
+                        Noch kein Szenario ge&ouml;ffnet.
+                      </p>
+                      <p className="builder-empty-hint" data-i18n="builder.empty.hint">
+                        Starte ein neues Szenario, w&auml;hle aus deiner Liste oder &uuml;bernimm eine Akte (B4).
+                      </p>
+                      <button type="button" id="builder-cta-new" className="builder-cta-new"
+                              data-i18n="builder.empty.cta">
+                        Neues Szenario starten
+                      </button>
+                    </div>
+                  </div>
+                </section>
+              </div>
             </div>
           </section>
         </main>

frontend/src/styles/global.css

@@ -19811,3 +19811,840 @@ a.fristen-overhaul-rule-source {
     width: 100%;
   }
 }
+
+/* --- Litigation Builder (m/paliad#153 B1+B2) --- */
+
+.builder-page .tool-header {
+  margin-bottom: 0.75rem;
+}
+
+.builder-pageheader {
+  display: flex;
+  flex-direction: column;
+  gap: 0.4rem;
+  padding: 0.75rem 1rem;
+  background: var(--color-surface);
+  border: 1px solid var(--color-border);
+  border-radius: 0.5rem;
+  margin-bottom: 0.6rem;
+}
+
+.builder-pageheader-row {
+  display: flex;
+  align-items: center;
+  gap: 0.75rem;
+  flex-wrap: wrap;
+}
+
+.builder-pageheader-field {
+  display: flex;
+  align-items: center;
+  gap: 0.4rem;
+  font-size: 0.9rem;
+}
+
+.builder-pageheader-field--grow {
+  flex: 1 1 220px;
+}
+
+.builder-pageheader-label {
+  color: var(--color-text-subtle);
+  font-weight: 500;
+  white-space: nowrap;
+}
+
+.builder-pageheader-spacer {
+  flex: 1 1 auto;
+}
+
+.builder-scenario-picker,
+.builder-akte-picker,
+.builder-stichtag-input,
+.builder-search-input {
+  font: inherit;
+  padding: 0.3rem 0.55rem;
+  border: 1px solid var(--color-border);
+  border-radius: 0.3rem;
+  background: var(--color-surface-2);
+  color: var(--color-text);
+  min-width: 200px;
+}
+
+.builder-search-input {
+  min-width: 260px;
+}
+
+.builder-scenario-picker:disabled,
+.builder-akte-picker:disabled,
+.builder-search-input:disabled {
+  opacity: 0.6;
+  cursor: not-allowed;
+}
+
+.builder-save-status {
+  font-size: 0.85rem;
+  color: var(--color-text-subtle);
+  min-width: 8rem;
+  display: inline-flex;
+  align-items: center;
+  gap: 0.3rem;
+}
+
+.builder-save-status[data-state="saving"] { color: var(--color-text-subtle); }
+.builder-save-status[data-state="saved"]  { color: var(--color-accent-strong-fg); }
+.builder-save-status[data-state="error"]  { color: var(--status-red-fg, #c5503a); }
+
+/* B4 (m/paliad#153) — Akte-mode banner. Lime tint matches the Paliad
+   accent palette; positioned on the page header so it's visible the
+   whole time the user works in Akte mode. */
+.builder-akte-banner {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.3rem;
+  padding: 0.2rem 0.55rem;
+  border-radius: 0.3rem;
+  background: var(--color-accent);
+  color: var(--color-accent-dark);
+  font-size: 0.85rem;
+  font-weight: 500;
+  margin-top: 0.3rem;
+  align-self: flex-start;
+}
+
+.builder-action-btn {
+  font: inherit;
+  padding: 0.35rem 0.85rem;
+  border-radius: 0.3rem;
+  cursor: pointer;
+  background: var(--color-surface-2);
+  border: 1px solid var(--color-border);
+  color: var(--color-text);
+}
+
+.builder-action-btn:disabled {
+  opacity: 0.45;
+  cursor: not-allowed;
+}
+
+.builder-action-btn--primary {
+  background: var(--color-accent);
+  border-color: var(--color-accent);
+  color: var(--color-accent-dark);
+  font-weight: 500;
+}
+
+.builder-action-btn--primary:hover:not(:disabled) {
+  background: var(--color-accent-light);
+}
+
+.builder-action-btn--secondary:hover:not(:disabled) {
+  background: var(--color-surface-muted);
+}
+
+.builder-modebar {
+  display: inline-flex;
+  border: 1px solid var(--color-border);
+  border-radius: 999px;
+  background: var(--color-surface);
+  padding: 0.15rem;
+  margin-bottom: 0.75rem;
+}
+
+.builder-mode {
+  font: inherit;
+  background: transparent;
+  border: 0;
+  padding: 0.3rem 0.9rem;
+  border-radius: 999px;
+  cursor: pointer;
+  color: var(--color-text-subtle);
+}
+
+.builder-mode.is-active {
+  background: var(--color-segment-active-bg);
+  color: var(--color-segment-active-fg);
+}
+
+.builder-mode:disabled {
+  opacity: 0.45;
+  cursor: not-allowed;
+}
+
+.builder-body {
+  display: grid;
+  grid-template-columns: 240px 1fr;
+  gap: 1rem;
+  align-items: start;
+}
+
+.builder-sidepanel {
+  background: var(--color-surface);
+  border: 1px solid var(--color-border);
+  border-radius: 0.5rem;
+  padding: 0.75rem;
+  position: sticky;
+  top: 1rem;
+  max-height: calc(100vh - 2rem);
+  overflow: auto;
+}
+
+.builder-sidepanel-header {
+  display: flex;
+  justify-content: space-between;
+  align-items: baseline;
+  margin-bottom: 0.5rem;
+}
+
+.builder-sidepanel-title {
+  font-size: 0.95rem;
+  margin: 0;
+}
+
+.builder-sidepanel-newbtn {
+  font: inherit;
+  font-size: 0.8rem;
+  background: var(--color-accent);
+  border: 1px solid var(--color-accent);
+  border-radius: 0.3rem;
+  padding: 0.2rem 0.5rem;
+  cursor: pointer;
+  color: var(--color-accent-dark);
+}
+
+.builder-sidepanel-newbtn:hover {
+  background: var(--color-accent-light);
+}
+
+.builder-bucket-label {
+  font-size: 0.75rem;
+  text-transform: uppercase;
+  letter-spacing: 0.05em;
+  color: var(--color-text-subtle);
+  margin: 0.5rem 0 0.3rem;
+}
+
+.builder-scenario-list {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 0.15rem;
+}
+
+.builder-scenario-list-empty {
+  font-size: 0.85rem;
+  color: var(--color-text-subtle);
+  font-style: italic;
+}
+
+.builder-scenario-list-item {
+  cursor: pointer;
+  border-radius: 0.3rem;
+}
+
+.builder-scenario-list-item.is-active {
+  background: var(--color-accent-soft-bg);
+}
+
+.builder-scenario-list-link {
+  display: block;
+  width: 100%;
+  text-align: left;
+  background: transparent;
+  border: 0;
+  padding: 0.4rem 0.5rem;
+  font: inherit;
+  color: inherit;
+  cursor: pointer;
+}
+
+.builder-scenario-list-item:hover {
+  background: var(--color-surface-muted);
+}
+
+.builder-canvas-wrap {
+  min-height: 320px;
+}
+
+.builder-canvas {
+  display: flex;
+  flex-direction: column;
+  gap: 0.75rem;
+}
+
+.builder-empty {
+  background: var(--color-surface);
+  border: 1px dashed var(--color-border);
+  border-radius: 0.5rem;
+  padding: 2rem;
+  text-align: center;
+}
+
+.builder-empty-headline {
+  font-size: 1.05rem;
+  margin: 0 0 0.4rem;
+}
+
+.builder-empty-hint {
+  color: var(--color-text-subtle);
+  margin: 0 0 1rem;
+}
+
+.builder-cta-new {
+  font: inherit;
+  background: var(--color-accent);
+  border: 1px solid var(--color-accent);
+  border-radius: 0.3rem;
+  padding: 0.55rem 1.2rem;
+  cursor: pointer;
+  color: var(--color-accent-dark);
+  font-weight: 500;
+}
+
+.builder-cta-new:hover {
+  background: var(--color-accent-light);
+}
+
+.builder-recent {
+  margin-top: 1.5rem;
+  text-align: left;
+}
+
+.builder-recent-title {
+  font-size: 0.85rem;
+  text-transform: uppercase;
+  letter-spacing: 0.05em;
+  color: var(--color-text-subtle);
+  margin: 0 0 0.5rem;
+}
+
+.builder-recent-list {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 0.2rem;
+}
+
+.builder-recent-item {
+  padding: 0.4rem 0.6rem;
+  background: var(--color-surface-2);
+  border-radius: 0.3rem;
+  cursor: pointer;
+}
+
+.builder-recent-item:hover {
+  background: var(--color-surface-muted);
+}
+
+.builder-triplet-host {
+  background: var(--color-surface);
+  border: 1px solid var(--color-border);
+  border-radius: 0.5rem;
+  overflow: hidden;
+}
+
+.builder-triplet-host[data-child="true"] {
+  margin-left: 1.5rem;
+  border-left: 3px solid var(--color-accent);
+}
+
+.builder-triplet-header {
+  display: flex;
+  align-items: center;
+  gap: 0.5rem;
+  padding: 0.55rem 0.85rem;
+  background: var(--color-surface-2);
+  border-bottom: 1px solid var(--color-border);
+  font-size: 0.9rem;
+  flex-wrap: wrap;
+}
+
+.builder-triplet-jurisdiction {
+  background: var(--color-accent);
+  color: var(--color-accent-dark);
+  font-weight: 600;
+  font-size: 0.7rem;
+  padding: 0.1rem 0.4rem;
+  border-radius: 0.25rem;
+  letter-spacing: 0.05em;
+}
+
+.builder-triplet-code {
+  font-family: ui-monospace, Menlo, monospace;
+  font-size: 0.78rem;
+  color: var(--color-text-subtle);
+}
+
+.builder-triplet-name {
+  font-weight: 500;
+  margin-right: auto;
+}
+
+.builder-triplet-side {
+  background: var(--color-accent-soft-bg);
+  color: var(--color-accent-soft-fg);
+  border: 1px solid var(--color-accent-soft-border);
+  padding: 0.1rem 0.45rem;
+  border-radius: 0.25rem;
+  font-size: 0.75rem;
+}
+
+.builder-triplet-flags {
+  font-size: 0.78rem;
+  color: var(--color-text-subtle);
+  display: inline-flex;
+  align-items: center;
+  gap: 0.3rem;
+}
+
+.builder-triplet-flag-chip {
+  background: var(--color-accent-soft-bg);
+  border: 1px solid var(--color-accent-soft-border);
+  color: var(--color-accent-soft-fg);
+  padding: 0.05rem 0.4rem;
+  border-radius: 0.25rem;
+  font-family: ui-monospace, Menlo, monospace;
+}
+
+.builder-triplet-controls {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: 0.55rem;
+  padding: 0.45rem 0.85rem;
+  border-bottom: 1px solid var(--color-border);
+  background: var(--color-surface);
+  font-size: 0.85rem;
+}
+
+.builder-triplet-controls-label {
+  color: var(--color-text-subtle);
+}
+
+.builder-triplet-perspective,
+.builder-triplet-detailgrad {
+  display: inline-flex;
+  align-items: center;
+  border: 1px solid var(--color-border);
+  border-radius: 999px;
+  background: var(--color-surface-2);
+  padding: 0.1rem;
+}
+
+.builder-triplet-perspective button,
+.builder-triplet-detailgrad button {
+  font: inherit;
+  font-size: 0.78rem;
+  border: 0;
+  background: transparent;
+  padding: 0.2rem 0.6rem;
+  border-radius: 999px;
+  cursor: pointer;
+  color: var(--color-text-subtle);
+}
+
+.builder-triplet-perspective button.is-active,
+.builder-triplet-detailgrad button.is-active {
+  background: var(--color-segment-active-bg);
+  color: var(--color-segment-active-fg);
+}
+
+.builder-triplet-remove {
+  margin-left: auto;
+  font: inherit;
+  font-size: 0.78rem;
+  background: transparent;
+  border: 1px solid var(--color-border);
+  border-radius: 0.25rem;
+  padding: 0.15rem 0.55rem;
+  cursor: pointer;
+  color: var(--color-text-subtle);
+}
+
+.builder-triplet-remove:hover {
+  border-color: var(--status-red-border, #d08070);
+  color: var(--status-red-fg, #c5503a);
+}
+
+.builder-triplet-flagstrip {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.5rem;
+  padding: 0.45rem 0.85rem;
+  border-bottom: 1px solid var(--color-border);
+  background: var(--color-surface);
+  font-size: 0.85rem;
+}
+
+.builder-triplet-flag-toggle {
+  display: inline-flex;
+  align-items: center;
+  gap: 0.3rem;
+  cursor: pointer;
+}
+
+.builder-triplet-flag-empty {
+  font-style: italic;
+  color: var(--color-text-subtle);
+}
+
+.builder-triplet-body {
+  padding: 0.85rem;
+}
+
+.builder-triplet-loading,
+.builder-triplet-error {
+  padding: 1rem;
+  text-align: center;
+  color: var(--color-text-subtle);
+  font-style: italic;
+}
+
+.builder-add-proceeding-btn {
+  font: inherit;
+  background: var(--color-surface-2);
+  border: 1px dashed var(--color-border);
+  border-radius: 0.5rem;
+  padding: 0.7rem;
+  cursor: pointer;
+  color: var(--color-text-subtle);
+}
+
+.builder-add-proceeding-btn:hover {
+  background: var(--color-accent-soft-bg);
+  border-color: var(--color-accent-soft-border);
+  color: var(--color-accent-soft-fg);
+}
+
+/* Add-proceeding popover */
+
+.builder-picker-popover {
+  background: var(--color-surface);
+  border: 1px solid var(--color-border);
+  border-radius: 0.5rem;
+  box-shadow: 0 6px 20px rgba(0,0,0,0.12);
+  padding: 0.75rem;
+  display: flex;
+  flex-direction: column;
+  gap: 0.6rem;
+  min-width: 380px;
+}
+
+.builder-picker-header {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+}
+
+.builder-picker-title {
+  font-size: 0.95rem;
+}
+
+.builder-picker-close {
+  font: inherit;
+  font-size: 1.2rem;
+  background: transparent;
+  border: 0;
+  cursor: pointer;
+  color: var(--color-text-subtle);
+}
+
+.builder-picker-row {
+  display: flex;
+  align-items: flex-start;
+  gap: 0.5rem;
+}
+
+.builder-picker-axis-label {
+  flex: 0 0 6rem;
+  font-size: 0.85rem;
+  color: var(--color-text-subtle);
+  padding-top: 0.25rem;
+}
+
+.builder-picker-chips {
+  display: inline-flex;
+  flex-wrap: wrap;
+  gap: 0.3rem;
+}
+
+.builder-picker-chips--wrap {
+  flex: 1;
+}
+
+.builder-picker-chip {
+  font: inherit;
+  font-size: 0.85rem;
+  background: var(--color-surface-2);
+  border: 1px solid var(--color-border);
+  padding: 0.25rem 0.55rem;
+  border-radius: 999px;
+  cursor: pointer;
+  color: var(--color-text);
+}
+
+.builder-picker-chip.is-active {
+  background: var(--color-segment-active-bg);
+  color: var(--color-segment-active-fg);
+  border-color: var(--color-segment-active-border);
+}
+
+.builder-picker-chip:disabled {
+  opacity: 0.5;
+  cursor: not-allowed;
+}
+
+.builder-picker-chip:hover:not(:disabled) {
+  background: var(--color-accent-soft-bg);
+}
+
+.builder-picker-chip--proc {
+  display: inline-flex;
+  align-items: baseline;
+  gap: 0.4rem;
+  text-align: left;
+}
+
+.builder-picker-chip-code {
+  font-family: ui-monospace, Menlo, monospace;
+  font-size: 0.72rem;
+  color: var(--color-text-subtle);
+}
+
+.builder-picker-empty {
+  font-size: 0.85rem;
+  color: var(--color-text-subtle);
+  font-style: italic;
+}
+
+/* Event-card state overrides (B2). The 3-state machine sits on top of
+   the existing .fr-col-item card. The Builder render passes editable=false
+   to renderColumnsBody and overlays its own per-card state attributes
+   on top of the card root via data-builder-state. */
+
+.fr-col-item[data-builder-state="filed"] {
+  background: var(--color-accent-soft-bg);
+  border-left: 3px solid var(--color-accent);
+}
+
+.fr-col-item[data-builder-state="filed"] .timeline-name::before {
+  content: "✓ ";
+  color: var(--color-accent-soft-fg);
+  font-weight: 600;
+}
+
+.fr-col-item[data-builder-state="skipped"] {
+  opacity: 0.55;
+}
+
+.fr-col-item[data-builder-state="skipped"] .timeline-name {
+  text-decoration: line-through;
+}
+
+.builder-event-actions {
+  display: flex;
+  gap: 0.3rem;
+  margin-top: 0.4rem;
+}
+
+.builder-event-action {
+  font: inherit;
+  font-size: 0.72rem;
+  background: var(--color-surface-2);
+  border: 1px solid var(--color-border);
+  border-radius: 0.25rem;
+  padding: 0.15rem 0.45rem;
+  cursor: pointer;
+  color: var(--color-text);
+}
+
+.builder-event-action:hover {
+  background: var(--color-accent-soft-bg);
+}
+
+.builder-event-action[data-action="file"] {
+  background: var(--color-accent);
+  border-color: var(--color-accent);
+  color: var(--color-accent-dark);
+}
+
+.builder-event-action[data-action="file"]:hover {
+  background: var(--color-accent-light);
+}
+
+.builder-event-horizon-chip {
+  display: inline-block;
+  font-size: 0.72rem;
+  color: var(--color-accent-soft-fg);
+  background: var(--color-accent-soft-bg);
+  border: 1px solid var(--color-accent-soft-border);
+  border-radius: 0.25rem;
+  padding: 0.1rem 0.45rem;
+  margin-top: 0.3rem;
+  cursor: pointer;
+}
+
+.builder-event-horizon-chip:hover {
+  background: var(--color-accent-strong-bg);
+}
+
+/* B3 — anchor highlight + DU BIST HIER divider. Picked event card
+   carries a lime band (left border + soft background) and a
+   horizontal divider is injected after its row in the columns grid.
+   The divider spans all 3 columns via grid-column: 1 / -1. */
+
+.builder-anchor-card {
+  background: var(--color-accent-soft-bg);
+  border-color: var(--color-accent);
+  border-left: 4px solid var(--color-accent);
+  box-shadow: 0 0 0 1px var(--color-accent-soft-border) inset;
+}
+
+.builder-anchor-divider {
+  grid-column: 1 / -1;
+  text-align: center;
+  font-family: var(--font-sans);
+  font-size: 0.78rem;
+  font-weight: 600;
+  letter-spacing: 0.12em;
+  color: var(--color-accent-dark, #5b7b04);
+  background: var(--color-accent-soft-bg);
+  border: 1px dashed var(--color-accent);
+  border-radius: var(--radius);
+  padding: 0.35rem 0.6rem;
+  margin: 0.2rem 0;
+}
+
+/* B3 — universal search dropdown. Floated under the page-header
+   search input by JS (position: absolute, top/left set per
+   reposition()). The dropdown renders typed result groups
+   (events / scenarios / projects). */
+
+.builder-search-dropdown {
+  background: var(--color-surface);
+  border: 1px solid var(--color-border);
+  border-radius: var(--radius);
+  box-shadow: 0 12px 28px rgba(0, 0, 0, 0.12);
+  max-height: 70vh;
+  overflow-y: auto;
+  font-family: var(--font-sans);
+}
+
+.builder-search-hint {
+  padding: 0.7rem 0.9rem;
+  font-size: 0.85rem;
+  color: var(--color-text-muted);
+  font-style: italic;
+}
+
+.builder-search-summary {
+  padding: 0.5rem 0.9rem;
+  font-size: 0.78rem;
+  color: var(--color-text-muted);
+  border-bottom: 1px solid var(--color-border);
+  background: var(--color-surface-2);
+}
+
+.builder-search-group {
+  padding: 0.25rem 0;
+  border-bottom: 1px solid var(--color-border);
+}
+
+.builder-search-group:last-child {
+  border-bottom: 0;
+}
+
+.builder-search-group-label {
+  padding: 0.4rem 0.9rem 0.25rem;
+  font-size: 0.72rem;
+  font-weight: 700;
+  text-transform: uppercase;
+  letter-spacing: 0.06em;
+  color: var(--color-text-muted);
+}
+
+.builder-search-row {
+  display: flex;
+  flex-direction: column;
+  gap: 0.18rem;
+  padding: 0.45rem 0.9rem;
+  cursor: pointer;
+  border-left: 3px solid transparent;
+}
+
+.builder-search-row:hover,
+.builder-search-row.is-focus {
+  background: var(--color-accent-soft-bg);
+  border-left-color: var(--color-accent);
+}
+
+.builder-search-row-main {
+  display: flex;
+  align-items: baseline;
+  gap: 0.45rem;
+  font-size: 0.92rem;
+  color: var(--color-text);
+}
+
+.builder-search-pt-code,
+.builder-search-project-type {
+  font-family: ui-monospace, "SF Mono", Menlo, monospace;
+  font-size: 0.78rem;
+  color: var(--color-text-muted);
+  background: var(--color-surface-2);
+  border: 1px solid var(--color-border);
+  border-radius: 0.22rem;
+  padding: 0 0.32rem;
+}
+
+.builder-search-event-name,
+.builder-search-scenario-name,
+.builder-search-project-title {
+  font-weight: 500;
+}
+
+.builder-search-row-meta {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 0.5rem;
+  font-size: 0.76rem;
+  color: var(--color-text-muted);
+}
+
+.builder-search-kind,
+.builder-search-party,
+.builder-search-status {
+  font-style: italic;
+}
+
+/* Responsive: collapse side panel into stacked block on narrow viewports. */
+
+@media (max-width: 900px) {
+  .builder-body {
+    grid-template-columns: 1fr;
+  }
+  .builder-sidepanel {
+    position: static;
+    max-height: none;
+  }
+}
+
+@media (max-width: 640px) {
+  .builder-pageheader-row {
+    flex-direction: column;
+    align-items: stretch;
+    gap: 0.4rem;
+  }
+  .builder-pageheader-field {
+    flex-wrap: wrap;
+  }
+  .builder-scenario-picker,
+  .builder-akte-picker,
+  .builder-search-input {
+    min-width: 0;
+    width: 100%;
+  }
+}

internal/db/migrations/157_scenario_builder_foundation.down.sql

@@ -0,0 +1,94 @@
+-- 157_scenario_builder_foundation — down
+--
+-- Rolls back mig 157 in reverse order. Down files are reference material
+-- (not auto-applied); operator recovery path is:
+--
+--   psql ... < 157_scenario_builder_foundation.down.sql
+--   DELETE FROM paliad.applied_migrations WHERE version = 157;
+--
+-- This restores the legacy paliad.scenarios shape from mig 145 — the
+-- builder columns and the three sibling tables are dropped wholesale.
+-- Any builder data in the dropped tables is lost (the tables CASCADE to
+-- their children, and DROP TABLE doesn't keep a backup).
+
+BEGIN;
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 157 rollback: tear down Scenario builder foundation (t-paliad-340)',
+    true
+);
+
+-- 8. updated_at triggers
+DROP TRIGGER IF EXISTS scenario_events_touch_updated_at_trg       ON paliad.scenario_events;
+DROP TRIGGER IF EXISTS scenario_proceedings_touch_updated_at_trg  ON paliad.scenario_proceedings;
+
+-- 7. RLS — drop new policies + restore legacy four
+DROP POLICY IF EXISTS scenario_shares_mutate        ON paliad.scenario_shares;
+DROP POLICY IF EXISTS scenario_shares_select        ON paliad.scenario_shares;
+DROP POLICY IF EXISTS scenario_events_mutate        ON paliad.scenario_events;
+DROP POLICY IF EXISTS scenario_events_select        ON paliad.scenario_events;
+DROP POLICY IF EXISTS scenario_proceedings_mutate   ON paliad.scenario_proceedings;
+DROP POLICY IF EXISTS scenario_proceedings_select   ON paliad.scenario_proceedings;
+DROP POLICY IF EXISTS scenarios_owner_mutate        ON paliad.scenarios;
+DROP POLICY IF EXISTS scenarios_select              ON paliad.scenarios;
+
+-- Restore the four mig-145 policies verbatim.
+CREATE POLICY scenarios_project_select ON paliad.scenarios
+    FOR SELECT
+    USING (project_id IS NOT NULL AND paliad.can_see_project(project_id));
+
+CREATE POLICY scenarios_project_mutate ON paliad.scenarios
+    FOR ALL
+    USING (project_id IS NOT NULL AND paliad.can_see_project(project_id))
+    WITH CHECK (project_id IS NOT NULL AND paliad.can_see_project(project_id));
+
+CREATE POLICY scenarios_abstract_select ON paliad.scenarios
+    FOR SELECT
+    USING (project_id IS NULL AND created_by = auth.uid());
+
+CREATE POLICY scenarios_abstract_mutate ON paliad.scenarios
+    FOR ALL
+    USING (project_id IS NULL AND created_by = auth.uid())
+    WITH CHECK (project_id IS NULL AND created_by = auth.uid());
+
+-- 6. helper function
+DROP FUNCTION IF EXISTS paliad.can_see_scenario(uuid);
+
+-- 5. paliad.projects.origin_scenario_id
+DROP INDEX IF EXISTS paliad.projects_origin_scenario_idx;
+ALTER TABLE paliad.projects DROP COLUMN IF EXISTS origin_scenario_id;
+
+-- 4. paliad.scenario_shares
+DROP TABLE IF EXISTS paliad.scenario_shares;
+
+-- 3. paliad.scenario_events
+DROP TABLE IF EXISTS paliad.scenario_events;
+
+-- 2. paliad.scenario_proceedings
+DROP TABLE IF EXISTS paliad.scenario_proceedings;
+
+-- 1. paliad.scenarios — restore mig-145 shape
+DROP INDEX IF EXISTS paliad.scenarios_updated_idx;
+DROP INDEX IF EXISTS paliad.scenarios_owner_status_idx;
+
+-- Restore the unique constraint mig 145 had.
+ALTER TABLE paliad.scenarios
+    ADD CONSTRAINT scenarios_unique_per_scope
+    UNIQUE NULLS NOT DISTINCT (project_id, created_by, name);
+
+-- spec was NOT NULL in mig 145. Restore that — but only after backfilling
+-- any NULL specs the builder might have created (none in legacy paths;
+-- only builder rows have NULL spec, and those are dropped together with
+-- the builder schema if a real rollback is needed).
+UPDATE paliad.scenarios SET spec = '{}'::jsonb WHERE spec IS NULL;
+ALTER TABLE paliad.scenarios ALTER COLUMN spec SET NOT NULL;
+
+ALTER TABLE paliad.scenarios DROP COLUMN IF EXISTS notes;
+ALTER TABLE paliad.scenarios DROP COLUMN IF EXISTS stichtag;
+ALTER TABLE paliad.scenarios DROP COLUMN IF EXISTS promoted_project_id;
+ALTER TABLE paliad.scenarios DROP COLUMN IF EXISTS origin_project_id;
+ALTER TABLE paliad.scenarios DROP COLUMN IF EXISTS status;
+ALTER TABLE paliad.scenarios DROP COLUMN IF EXISTS owner_id;
+
+COMMIT;

internal/db/migrations/157_scenario_builder_foundation.up.sql

@@ -0,0 +1,500 @@
+-- 157_scenario_builder_foundation — t-paliad-340 / m/paliad#153 B0
+--
+-- Schema foundation for the Litigation Builder (PRD
+-- docs/plans/prd-procedures-litigation-planner-2026-05-27.md §5.1 + §5.2).
+-- Phase B0 of the 7-slice train described in PRD §7.1. DB-only — no UI
+-- depends on these tables yet; B1 wires the builder shell on top.
+--
+-- What this migration adds:
+--
+--   1. Six new columns on paliad.scenarios for the builder shape:
+--        owner_id, status, origin_project_id, promoted_project_id,
+--        stichtag, notes.
+--      Two relaxations on existing columns:
+--        - spec NOT NULL → NULL (the builder normalises spec contents
+--          into scenario_proceedings / scenario_events; new rows skip
+--          spec entirely. Legacy callers from mig 145 still provide it
+--          explicitly, so they keep inserting valid rows.)
+--        - DROP CONSTRAINT scenarios_unique_per_scope (the builder
+--          allows multiple "Unbenanntes Szenario" + multiple scratch
+--          scenarios per user — uniqueness on (project_id, created_by,
+--          name) blocks that. The legacy service treated the constraint
+--          as UX collision avoidance, not correctness.)
+--
+--   2. Three new tables for the normalised builder shape:
+--        - paliad.scenario_proceedings (one row per proceeding in a
+--          scenario; multi-proceeding constellations + spawned children)
+--        - paliad.scenario_events       (one row per event card on the
+--          canvas; planned / filed / skipped state + actual_date + notes
+--          + per-card optional horizon)
+--        - paliad.scenario_shares       (read-only team shares; owner is
+--          the sole editor)
+--
+--   3. One new column on paliad.projects:
+--        - origin_scenario_id — audit trail for promote-to-project
+--          (B5; the column lands now so the FK is in place when the
+--          wizard arrives).
+--
+--   4. New helper function paliad.can_see_scenario(_scenario_id) that
+--      mirrors paliad.can_see_project's STABLE SECURITY DEFINER shape.
+--      Visibility logic:
+--        - global_admin sees everything,
+--        - owner_id = auth.uid() (builder-owned scenarios),
+--        - scenario_shares.shared_with_user_id = auth.uid()
+--          (read-only shared scenarios),
+--        - legacy project-scoped scenarios (owner_id IS NULL AND
+--          project_id IS NOT NULL) follow can_see_project(project_id),
+--        - legacy abstract scenarios (owner_id IS NULL AND project_id
+--          IS NULL) follow created_by = auth.uid().
+--
+--   5. Replacement RLS policies on paliad.scenarios that fold builder
+--      visibility together with the legacy shape. The legacy
+--      project_* / abstract_* policies are dropped (they covered only
+--      legacy paths) and rewritten as a single pair of policies that
+--      treats owner_id, scenario_shares, and the legacy paths uniformly.
+--
+--      Builder-only RLS for the three new tables: read = scenario
+--      visibility; write = scenario owner (or legacy editor) only.
+--
+-- PRD §5.1 deviations called out for the reader:
+--
+--   - PRD specs `proceeding_type_id uuid REFERENCES paliad.proceeding_types(id)`.
+--     The live column is `integer` (see paliad.proceeding_types.id);
+--     scenario_proceedings.proceeding_type_id is integer here to match
+--     the real FK target. PRD authors did not check the column type;
+--     this migration uses the truth on disk.
+--
+--   - PRD references `auth.users(id)` for owner_id and share columns;
+--     the established paliad convention (see paliad.projects.created_by,
+--     paliad.scenarios.created_by) uses `paliad.users(id)`. Same UUIDs
+--     either way (paliad.users.id == auth.users.id), but the FK targets
+--     paliad.users to stay consistent with project tables.
+--
+-- Audit-first: all DDL ran clean against a BEGIN/ROLLBACK probe on the
+-- live DB before this file was committed. paliad.scenarios has 0 rows
+-- (verified pre-mig), so the column additions and constraint relaxations
+-- have no data impact.
+
+BEGIN;
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 157: Scenario builder foundation (t-paliad-340 / m/paliad#153 B0)',
+    true
+);
+
+-- ----------------------------------------------------------------
+-- 1. paliad.scenarios — additive columns + constraint relaxations
+-- ----------------------------------------------------------------
+
+ALTER TABLE paliad.scenarios
+    ADD COLUMN owner_id            uuid NULL REFERENCES paliad.users(id) ON DELETE CASCADE,
+    ADD COLUMN status              text NOT NULL DEFAULT 'active'
+        CHECK (status IN ('active','archived','promoted')),
+    ADD COLUMN origin_project_id   uuid NULL REFERENCES paliad.projects(id) ON DELETE SET NULL,
+    ADD COLUMN promoted_project_id uuid NULL REFERENCES paliad.projects(id) ON DELETE SET NULL,
+    ADD COLUMN stichtag            date NULL,
+    ADD COLUMN notes               text NULL;
+
+ALTER TABLE paliad.scenarios ALTER COLUMN spec DROP NOT NULL;
+ALTER TABLE paliad.scenarios DROP CONSTRAINT IF EXISTS scenarios_unique_per_scope;
+
+CREATE INDEX scenarios_owner_status_idx
+    ON paliad.scenarios(owner_id, status)
+    WHERE owner_id IS NOT NULL;
+
+CREATE INDEX scenarios_updated_idx
+    ON paliad.scenarios(owner_id, updated_at DESC)
+    WHERE owner_id IS NOT NULL;
+
+COMMENT ON COLUMN paliad.scenarios.owner_id IS
+    'Litigation Builder owner (PRD §5.1). NULL = legacy composition-spec '
+    'scenario from m/paliad#124 Slice D (mig 145). Builder rows MUST have '
+    'owner_id set; the application enforces it via ScenarioBuilderService.';
+
+COMMENT ON COLUMN paliad.scenarios.status IS
+    'Lifecycle: active (default; user-editable) / archived (soft-deleted, '
+    'still visible in side panel) / promoted (converted to project via '
+    'B5 wizard; read-only). Legacy mig-145 rows default to active.';
+
+COMMENT ON COLUMN paliad.scenarios.origin_project_id IS
+    'Set when the scenario was exported from an existing project '
+    '("Im Builder öffnen" — Akte mode, PRD §2.3).';
+
+COMMENT ON COLUMN paliad.scenarios.promoted_project_id IS
+    'Set after the scenario was promoted to a real project via the 3-step '
+    'wizard (PRD §5.4). Together with paliad.projects.origin_scenario_id, '
+    'forms the bidirectional audit link.';
+
+COMMENT ON COLUMN paliad.scenarios.stichtag IS
+    'Scenario-level default Stichtag; per-proceeding overrides in '
+    'paliad.scenario_proceedings.stichtag take precedence.';
+
+-- ----------------------------------------------------------------
+-- 2. paliad.scenario_proceedings — one proceeding per scenario row
+-- ----------------------------------------------------------------
+
+CREATE TABLE paliad.scenario_proceedings (
+    id                              uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    scenario_id                     uuid NOT NULL
+        REFERENCES paliad.scenarios(id) ON DELETE CASCADE,
+    proceeding_type_id              integer NOT NULL
+        REFERENCES paliad.proceeding_types(id),
+    primary_party                   text NULL
+        CHECK (primary_party IN ('claimant','defendant')),
+    scenario_flags                  jsonb NOT NULL DEFAULT '{}'::jsonb
+        CHECK (jsonb_typeof(scenario_flags) = 'object'),
+    parent_scenario_proceeding_id   uuid NULL
+        REFERENCES paliad.scenario_proceedings(id) ON DELETE CASCADE,
+    spawn_anchor_event_id           uuid NULL
+        REFERENCES paliad.sequencing_rules(id),
+    ordinal                         int NOT NULL DEFAULT 0,
+    stichtag                        date NULL,
+    detailgrad                      text NOT NULL DEFAULT 'selected'
+        CHECK (detailgrad IN ('selected','all_options')),
+    appeal_target                   text NULL,
+    collapsed                       boolean NOT NULL DEFAULT false,
+    created_at                      timestamptz NOT NULL DEFAULT now(),
+    updated_at                      timestamptz NOT NULL DEFAULT now()
+);
+
+CREATE INDEX scenario_proceedings_scenario_idx
+    ON paliad.scenario_proceedings(scenario_id, ordinal);
+
+CREATE INDEX scenario_proceedings_parent_idx
+    ON paliad.scenario_proceedings(parent_scenario_proceeding_id)
+    WHERE parent_scenario_proceeding_id IS NOT NULL;
+
+COMMENT ON TABLE paliad.scenario_proceedings IS
+    'One proceeding inside a Litigation Builder scenario. Multiple rows '
+    'per scenario for multi-proceeding constellations. '
+    'parent_scenario_proceeding_id self-refs for spawned children '
+    '(e.g. upc.ccr.cfi spawned by with_ccr on upc.inf.cfi). '
+    'PRD §5.1, m/paliad#153 B0.';
+
+COMMENT ON COLUMN paliad.scenario_proceedings.primary_party IS
+    'Per-proceeding perspective ("our side"). NULL = no perspective '
+    'picked yet (both party columns render with natural labels). '
+    'Per-proceeding so multi-jurisdiction constellations can flip side '
+    'independently (PRD §3.3).';
+
+COMMENT ON COLUMN paliad.scenario_proceedings.scenario_flags IS
+    'Per-proceeding flags (e.g. {"with_ccr": true, "with_amend": false}). '
+    'Mirrors paliad.projects.scenario_flags shape but lives per-proceeding-'
+    'per-scenario. Validated by the application against '
+    'paliad.scenario_flag_catalog at write time.';
+
+COMMENT ON COLUMN paliad.scenario_proceedings.spawn_anchor_event_id IS
+    'Which sequencing_rule of the parent proceeding caused this spawn. '
+    'NULL for root proceedings. Used by the UI to place the spawned child '
+    'triplet directly below the parent at the spawn node (PRD §3.6).';
+
+COMMENT ON COLUMN paliad.scenario_proceedings.ordinal IS
+    'Stack order on canvas (top to bottom). Siblings under the same '
+    'parent (or top-level) are ordered by ordinal asc, then created_at.';
+
+COMMENT ON COLUMN paliad.scenario_proceedings.detailgrad IS
+    'Per-proceeding optional-detail toggle: selected (only explicitly '
+    'chosen optionals + mandatories) or all_options (every optional '
+    'sequencing_rule surfaces). Matches today''s Verfahrensablauf pattern.';
+
+-- ----------------------------------------------------------------
+-- 3. paliad.scenario_events — one event card on the canvas
+-- ----------------------------------------------------------------
+
+CREATE TABLE paliad.scenario_events (
+    id                     uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    scenario_proceeding_id uuid NOT NULL
+        REFERENCES paliad.scenario_proceedings(id) ON DELETE CASCADE,
+    sequencing_rule_id     uuid NULL
+        REFERENCES paliad.sequencing_rules(id),
+    procedural_event_id    uuid NULL
+        REFERENCES paliad.procedural_events(id),
+    custom_label           text NULL,
+    state                  text NOT NULL DEFAULT 'planned'
+        CHECK (state IN ('planned','filed','skipped')),
+    actual_date            date NULL,
+    skip_reason            text NULL,
+    notes                  text NULL,
+    horizon_optional       int NOT NULL DEFAULT 0
+        CHECK (horizon_optional >= 0),
+    created_at             timestamptz NOT NULL DEFAULT now(),
+    updated_at             timestamptz NOT NULL DEFAULT now(),
+    CONSTRAINT scenario_events_one_anchor CHECK (
+        (sequencing_rule_id  IS NOT NULL)::int +
+        (procedural_event_id IS NOT NULL)::int +
+        (custom_label        IS NOT NULL)::int >= 1
+    )
+);
+
+CREATE INDEX scenario_events_proceeding_idx
+    ON paliad.scenario_events(scenario_proceeding_id);
+
+-- A single proceeding can't carry two cards for the same sequencing rule
+-- (each rule maps to one card). Free-form / procedural_event-only cards
+-- skip this uniqueness — multiple custom cards per proceeding are OK.
+CREATE UNIQUE INDEX scenario_events_rule_uniq_idx
+    ON paliad.scenario_events(scenario_proceeding_id, sequencing_rule_id)
+    WHERE sequencing_rule_id IS NOT NULL;
+
+COMMENT ON TABLE paliad.scenario_events IS
+    'One event card on the Litigation Builder canvas. Captures state '
+    '(planned/filed/skipped), actual_date, notes, skip_reason, and the '
+    'per-card optional-horizon setting. At least one of '
+    '(sequencing_rule_id, procedural_event_id, custom_label) must be '
+    'set — sequencing-rule-backed cards are the common case; free-form '
+    'cards exist for events the catalog doesn''t cover yet. '
+    'PRD §3.4 / §5.1.';
+
+COMMENT ON COLUMN paliad.scenario_events.state IS
+    '3-state machine: planned (default, future event with computed date) '
+    '/ filed (past event, actual_date set) / skipped (user chose not to '
+    'file; optional skip_reason). No "overdue" enum — that''s derived '
+    '(date < today AND state=planned), not stored. PRD Q10 / §3.4.';
+
+COMMENT ON COLUMN paliad.scenario_events.actual_date IS
+    'Set when state=filed (real-world filing date) OR when state=planned '
+    'and the user overrode the computed date (court-set events, manual '
+    'tweaks). NULL when the computed date is canonical.';
+
+COMMENT ON COLUMN paliad.scenario_events.horizon_optional IS
+    'Per-card "show N more optional follow-ups" affordance. Default 0 '
+    '(hidden). PRD Q4 / §3.4.';
+
+-- ----------------------------------------------------------------
+-- 4. paliad.scenario_shares — read-only team shares
+-- ----------------------------------------------------------------
+
+CREATE TABLE paliad.scenario_shares (
+    id                  uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    scenario_id         uuid NOT NULL
+        REFERENCES paliad.scenarios(id) ON DELETE CASCADE,
+    shared_with_user_id uuid NOT NULL
+        REFERENCES paliad.users(id) ON DELETE CASCADE,
+    created_at          timestamptz NOT NULL DEFAULT now(),
+    created_by          uuid NOT NULL REFERENCES paliad.users(id),
+    UNIQUE (scenario_id, shared_with_user_id)
+);
+
+CREATE INDEX scenario_shares_user_idx
+    ON paliad.scenario_shares(shared_with_user_id);
+
+COMMENT ON TABLE paliad.scenario_shares IS
+    'Read-only team shares for Litigation Builder scenarios. Owner '
+    '(paliad.scenarios.owner_id) is the sole editor; rows here grant '
+    'view-only access to other paliad users. PRD Q12 / §5.1.';
+
+-- ----------------------------------------------------------------
+-- 5. paliad.projects.origin_scenario_id — promote-to-project trail
+-- ----------------------------------------------------------------
+
+ALTER TABLE paliad.projects
+    ADD COLUMN origin_scenario_id uuid NULL
+        REFERENCES paliad.scenarios(id) ON DELETE SET NULL;
+
+CREATE INDEX projects_origin_scenario_idx
+    ON paliad.projects(origin_scenario_id)
+    WHERE origin_scenario_id IS NOT NULL;
+
+COMMENT ON COLUMN paliad.projects.origin_scenario_id IS
+    'FK to the scenario this project was promoted from (B5 wizard). '
+    'NULL = project was created directly, not via Builder. Together with '
+    'paliad.scenarios.promoted_project_id, forms the bidirectional audit '
+    'link. PRD §5.2.';
+
+-- ----------------------------------------------------------------
+-- 6. paliad.can_see_scenario — visibility helper
+-- ----------------------------------------------------------------
+
+CREATE OR REPLACE FUNCTION paliad.can_see_scenario(_scenario_id uuid)
+    RETURNS boolean
+    LANGUAGE sql STABLE SECURITY DEFINER
+    SET search_path TO 'paliad', 'public'
+AS $func$
+    SELECT EXISTS (
+        SELECT 1 FROM paliad.users u
+         WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+    )
+    OR EXISTS (
+        SELECT 1 FROM paliad.scenarios s
+         WHERE s.id = _scenario_id AND s.owner_id = auth.uid()
+    )
+    OR EXISTS (
+        SELECT 1 FROM paliad.scenario_shares sh
+         WHERE sh.scenario_id = _scenario_id
+           AND sh.shared_with_user_id = auth.uid()
+    )
+    -- Legacy project-scoped scenarios (mig 145) — visible via project
+    -- team membership.
+    OR EXISTS (
+        SELECT 1 FROM paliad.scenarios s
+         WHERE s.id = _scenario_id
+           AND s.owner_id IS NULL
+           AND s.project_id IS NOT NULL
+           AND paliad.can_see_project(s.project_id)
+    )
+    -- Legacy abstract scenarios (mig 145) — owner-only via created_by.
+    OR EXISTS (
+        SELECT 1 FROM paliad.scenarios s
+         WHERE s.id = _scenario_id
+           AND s.owner_id IS NULL
+           AND s.project_id IS NULL
+           AND s.created_by = auth.uid()
+    );
+$func$;
+
+COMMENT ON FUNCTION paliad.can_see_scenario(uuid) IS
+    'Returns true if the caller (auth.uid()) can see the given scenario. '
+    'Mirrors paliad.can_see_project. Covers builder-owned scenarios '
+    '(owner_id), read-only shares (scenario_shares), and the two legacy '
+    'paths from mig 145 (project-scoped via can_see_project, abstract '
+    'via created_by). Used by RLS on all four scenario_* tables.';
+
+-- ----------------------------------------------------------------
+-- 7. RLS — replace legacy scenarios policies + new tables
+-- ----------------------------------------------------------------
+
+-- Replace mig-145's four policies with a single pair that handles
+-- builder + legacy shapes together.
+DROP POLICY IF EXISTS scenarios_project_select   ON paliad.scenarios;
+DROP POLICY IF EXISTS scenarios_project_mutate   ON paliad.scenarios;
+DROP POLICY IF EXISTS scenarios_abstract_select  ON paliad.scenarios;
+DROP POLICY IF EXISTS scenarios_abstract_mutate  ON paliad.scenarios;
+
+CREATE POLICY scenarios_select ON paliad.scenarios
+    FOR SELECT USING (paliad.can_see_scenario(id));
+
+-- Write rule: builder owner, legacy project team member (if no owner),
+-- or legacy abstract creator (if no owner + no project). Shares are
+-- read-only — they don't grant mutate.
+CREATE POLICY scenarios_owner_mutate ON paliad.scenarios
+    FOR ALL
+    USING (
+        owner_id = auth.uid()
+        OR (owner_id IS NULL AND project_id IS NOT NULL AND paliad.can_see_project(project_id))
+        OR (owner_id IS NULL AND project_id IS NULL AND created_by = auth.uid())
+    )
+    WITH CHECK (
+        owner_id = auth.uid()
+        OR (owner_id IS NULL AND project_id IS NOT NULL AND paliad.can_see_project(project_id))
+        OR (owner_id IS NULL AND project_id IS NULL AND created_by = auth.uid())
+    );
+
+-- scenario_proceedings — visibility piggybacks on the parent scenario.
+ALTER TABLE paliad.scenario_proceedings ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY scenario_proceedings_select ON paliad.scenario_proceedings
+    FOR SELECT USING (paliad.can_see_scenario(scenario_id));
+
+CREATE POLICY scenario_proceedings_mutate ON paliad.scenario_proceedings
+    FOR ALL
+    USING (EXISTS (
+        SELECT 1 FROM paliad.scenarios s
+         WHERE s.id = scenario_id
+           AND (s.owner_id = auth.uid()
+             OR (s.owner_id IS NULL AND s.project_id IS NOT NULL AND paliad.can_see_project(s.project_id))
+             OR (s.owner_id IS NULL AND s.project_id IS NULL AND s.created_by = auth.uid()))
+    ))
+    WITH CHECK (EXISTS (
+        SELECT 1 FROM paliad.scenarios s
+         WHERE s.id = scenario_id
+           AND (s.owner_id = auth.uid()
+             OR (s.owner_id IS NULL AND s.project_id IS NOT NULL AND paliad.can_see_project(s.project_id))
+             OR (s.owner_id IS NULL AND s.project_id IS NULL AND s.created_by = auth.uid()))
+    ));
+
+-- scenario_events — visibility piggybacks on the parent scenario via
+-- the proceeding row.
+ALTER TABLE paliad.scenario_events ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY scenario_events_select ON paliad.scenario_events
+    FOR SELECT
+    USING (EXISTS (
+        SELECT 1 FROM paliad.scenario_proceedings sp
+         WHERE sp.id = scenario_proceeding_id
+           AND paliad.can_see_scenario(sp.scenario_id)
+    ));
+
+CREATE POLICY scenario_events_mutate ON paliad.scenario_events
+    FOR ALL
+    USING (EXISTS (
+        SELECT 1 FROM paliad.scenario_proceedings sp
+         JOIN paliad.scenarios s ON s.id = sp.scenario_id
+         WHERE sp.id = scenario_proceeding_id
+           AND (s.owner_id = auth.uid()
+             OR (s.owner_id IS NULL AND s.project_id IS NOT NULL AND paliad.can_see_project(s.project_id))
+             OR (s.owner_id IS NULL AND s.project_id IS NULL AND s.created_by = auth.uid()))
+    ))
+    WITH CHECK (EXISTS (
+        SELECT 1 FROM paliad.scenario_proceedings sp
+         JOIN paliad.scenarios s ON s.id = sp.scenario_id
+         WHERE sp.id = scenario_proceeding_id
+           AND (s.owner_id = auth.uid()
+             OR (s.owner_id IS NULL AND s.project_id IS NOT NULL AND paliad.can_see_project(s.project_id))
+             OR (s.owner_id IS NULL AND s.project_id IS NULL AND s.created_by = auth.uid()))
+    ));
+
+-- scenario_shares — recipient can see their share rows; the scenario
+-- owner (or legacy editor) can manage them.
+ALTER TABLE paliad.scenario_shares ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY scenario_shares_select ON paliad.scenario_shares
+    FOR SELECT
+    USING (
+        shared_with_user_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.scenarios s
+             WHERE s.id = scenario_id
+               AND (s.owner_id = auth.uid()
+                 OR (s.owner_id IS NULL AND s.project_id IS NOT NULL AND paliad.can_see_project(s.project_id))
+                 OR (s.owner_id IS NULL AND s.project_id IS NULL AND s.created_by = auth.uid()))
+        )
+    );
+
+CREATE POLICY scenario_shares_mutate ON paliad.scenario_shares
+    FOR ALL
+    USING (EXISTS (
+        SELECT 1 FROM paliad.scenarios s
+         WHERE s.id = scenario_id
+           AND (s.owner_id = auth.uid()
+             OR (s.owner_id IS NULL AND s.project_id IS NOT NULL AND paliad.can_see_project(s.project_id))
+             OR (s.owner_id IS NULL AND s.project_id IS NULL AND s.created_by = auth.uid()))
+    ))
+    WITH CHECK (EXISTS (
+        SELECT 1 FROM paliad.scenarios s
+         WHERE s.id = scenario_id
+           AND (s.owner_id = auth.uid()
+             OR (s.owner_id IS NULL AND s.project_id IS NOT NULL AND paliad.can_see_project(s.project_id))
+             OR (s.owner_id IS NULL AND s.project_id IS NULL AND s.created_by = auth.uid()))
+    ));
+
+-- ----------------------------------------------------------------
+-- 8. updated_at triggers on the new tables (reuse the function mig 145
+--    already created for paliad.scenarios).
+-- ----------------------------------------------------------------
+
+CREATE TRIGGER scenario_proceedings_touch_updated_at_trg
+    BEFORE UPDATE ON paliad.scenario_proceedings
+    FOR EACH ROW
+    EXECUTE FUNCTION paliad.scenarios_touch_updated_at();
+
+CREATE TRIGGER scenario_events_touch_updated_at_trg
+    BEFORE UPDATE ON paliad.scenario_events
+    FOR EACH ROW
+    EXECUTE FUNCTION paliad.scenarios_touch_updated_at();
+
+-- ----------------------------------------------------------------
+-- 9. Informational NOTICE.
+-- ----------------------------------------------------------------
+
+DO $$
+BEGIN
+    RAISE NOTICE '[mig 157] paliad.scenarios extended with builder columns (0 legacy rows affected)';
+    RAISE NOTICE '[mig 157] paliad.scenario_proceedings created';
+    RAISE NOTICE '[mig 157] paliad.scenario_events created';
+    RAISE NOTICE '[mig 157] paliad.scenario_shares created';
+    RAISE NOTICE '[mig 157] paliad.projects.origin_scenario_id added';
+    RAISE NOTICE '[mig 157] paliad.can_see_scenario(uuid) created';
+END $$;
+
+COMMIT;

internal/db/migrations/158_docforge_templates.down.sql

@@ -0,0 +1,12 @@
+-- t-paliad-349: revert docforge template authoring tables.
+--
+-- Drop the FK first so the templates ↔ template_versions cycle unwinds,
+-- then the tables (template_slots + template_versions cascade from their
+-- parents, but drop explicitly for clarity and order-independence).
+
+ALTER TABLE IF EXISTS paliad.templates
+    DROP CONSTRAINT IF EXISTS templates_current_version_fk;
+
+DROP TABLE IF EXISTS paliad.template_slots;
+DROP TABLE IF EXISTS paliad.template_versions;
+DROP TABLE IF EXISTS paliad.templates;

internal/db/migrations/158_docforge_templates.up.sql

@@ -0,0 +1,127 @@
+-- t-paliad-349 (m/paliad#157): docforge slice 4 — template authoring tables.
+--
+-- These three tables are the persistence home for the docforge authoring
+-- flow (upload a base .docx → place variable slots → save as a reusable
+-- template) and the generation flow (pick a template → bind data →
+-- export). They are paliad's implementation of the docforge.TemplateStore
+-- contract; docforge itself owns no tables (the litigationplanner pattern).
+--
+-- Generic on purpose (NOT submission_*-named): authoring is a
+-- domain-neutral capability, so the eventual second docforge consumer can
+-- reuse the same shape. submission_bases (Gitea-backed, section_spec) stays
+-- for the legacy base catalog during the transition; convergence is a
+-- later, separate task.
+--
+--   paliad.templates          — one row per template (the catalog entry).
+--   paliad.template_versions  — immutable snapshots; editing a template
+--                               inserts a new version. The carrier .docx
+--                               bytes live here (bytea) — the TemplateStore
+--                               bytea backend. A draft pins a version
+--                               (snapshot-at-create, PRD §4 A3) so later
+--                               edits don't shift an in-flight draft.
+--   paliad.template_slots     — the variable slots placed in a version's
+--                               carrier. anchor is the sentinel token the
+--                               authoring surface injects into the carrier
+--                               OOXML to locate the slot (PRD §5 lean);
+--                               slot_key is the variable bound there.
+--
+-- Visibility: the template catalog is shared firm-wide (every
+-- authenticated user generates from it), so SELECT is open to
+-- authenticated, mirroring submission_bases. Mutations (upload, edit) are
+-- admin-only and gated in Go at the handler layer — no INSERT/UPDATE/DELETE
+-- RLS path means RLS denies them by default.
+--
+-- Slice 4 ships the schema + the TemplateStore only; no rows are seeded and
+-- no UI writes here yet (authoring is slice 6, generation-on-templates is
+-- slice 7).
+
+CREATE TABLE IF NOT EXISTS paliad.templates (
+    id                 uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    slug               text UNIQUE,
+    name_de            text NOT NULL,
+    name_en            text NOT NULL,
+    kind               text NOT NULL DEFAULT 'submission',
+    source_format      text NOT NULL DEFAULT 'docx',
+    firm               text,
+    is_active          bool NOT NULL DEFAULT true,
+    current_version_id uuid,
+    created_by         uuid NOT NULL,
+    created_at         timestamptz NOT NULL DEFAULT now(),
+    updated_at         timestamptz NOT NULL DEFAULT now(),
+
+    CONSTRAINT templates_source_format_check CHECK (source_format IN ('docx'))
+);
+
+CREATE TABLE IF NOT EXISTS paliad.template_versions (
+    id           uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    template_id  uuid NOT NULL REFERENCES paliad.templates(id) ON DELETE CASCADE,
+    version      int  NOT NULL,
+    carrier_blob bytea NOT NULL,
+    stylemap     jsonb NOT NULL DEFAULT '{}'::jsonb,
+    created_by   uuid NOT NULL,
+    created_at   timestamptz NOT NULL DEFAULT now(),
+
+    CONSTRAINT template_versions_unique_per_template UNIQUE (template_id, version)
+);
+
+CREATE TABLE IF NOT EXISTS paliad.template_slots (
+    id                  uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    template_version_id uuid NOT NULL REFERENCES paliad.template_versions(id) ON DELETE CASCADE,
+    slot_key            text NOT NULL,
+    anchor              text NOT NULL,
+    label               text,
+    order_index         int  NOT NULL DEFAULT 0,
+    created_at          timestamptz NOT NULL DEFAULT now(),
+
+    CONSTRAINT template_slots_unique_anchor UNIQUE (template_version_id, anchor)
+);
+
+-- current_version_id FK is added after template_versions exists to avoid a
+-- circular CREATE-TABLE dependency. ON DELETE SET NULL: dropping the
+-- pinned version detaches it rather than cascading the template away.
+ALTER TABLE paliad.templates
+    DROP CONSTRAINT IF EXISTS templates_current_version_fk;
+ALTER TABLE paliad.templates
+    ADD CONSTRAINT templates_current_version_fk
+    FOREIGN KEY (current_version_id)
+    REFERENCES paliad.template_versions(id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS templates_firm_kind_idx
+    ON paliad.templates (firm, kind) WHERE is_active;
+CREATE INDEX IF NOT EXISTS template_versions_template_idx
+    ON paliad.template_versions (template_id, version);
+CREATE INDEX IF NOT EXISTS template_slots_version_idx
+    ON paliad.template_slots (template_version_id, order_index);
+
+ALTER TABLE paliad.templates         ENABLE ROW LEVEL SECURITY;
+ALTER TABLE paliad.template_versions ENABLE ROW LEVEL SECURITY;
+ALTER TABLE paliad.template_slots    ENABLE ROW LEVEL SECURITY;
+
+-- Firm-shared catalog: any authenticated user reads. Mutations are
+-- admin-only, gated in Go (no mutation RLS policy = RLS denies by default).
+DROP POLICY IF EXISTS templates_select ON paliad.templates;
+CREATE POLICY templates_select
+    ON paliad.templates FOR SELECT TO authenticated
+    USING (true);
+
+DROP POLICY IF EXISTS template_versions_select ON paliad.template_versions;
+CREATE POLICY template_versions_select
+    ON paliad.template_versions FOR SELECT TO authenticated
+    USING (true);
+
+DROP POLICY IF EXISTS template_slots_select ON paliad.template_slots;
+CREATE POLICY template_slots_select
+    ON paliad.template_slots FOR SELECT TO authenticated
+    USING (true);
+
+DROP TRIGGER IF EXISTS templates_set_updated_at ON paliad.templates;
+CREATE TRIGGER templates_set_updated_at
+    BEFORE UPDATE ON paliad.templates
+    FOR EACH ROW EXECUTE FUNCTION paliad.tg_set_updated_at();
+
+COMMENT ON TABLE paliad.templates IS
+    't-paliad-349: docforge template catalog. One row per uploaded template; current_version_id pins the live version.';
+COMMENT ON TABLE paliad.template_versions IS
+    't-paliad-349: immutable docforge template snapshots. carrier_blob holds the base .docx bytes (TemplateStore bytea backend).';
+COMMENT ON TABLE paliad.template_slots IS
+    't-paliad-349: variable slots placed in a template version. anchor = sentinel token locating the slot in the carrier OOXML; slot_key = the bound variable.';

internal/handlers/builder_search.go

@@ -0,0 +1,199 @@
+package handlers
+
+import (
+	"net/http"
+	"strconv"
+	"strings"
+
+	"github.com/google/uuid"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+// t-paliad-346 / m/paliad#153 B3 — universal search for the Litigation
+// Builder. Returns events + scenarios + projects (Akten) keyed by type
+// so the search dropdown can render typed result groups.
+//
+// GET /api/builder/search?q=<term>&limit=<n>
+//
+// Response shape:
+//
+//	{
+//	  "query":     "<echoed q>",
+//	  "events":    [ EventSearchHit, ... ],   // anchor_rule_id + proceeding_type embedded
+//	  "scenarios": [ { id, name, status, updated_at }, ... ],
+//	  "projects":  [ { id, title, type, reference, case_number, matter_number, client_number }, ... ],
+//	  "counts":    { "events": N, "scenarios": M, "projects": K }
+//	}
+//
+// Each group is independently capped (default 8 events / 5 scenarios /
+// 5 projects, max 30 per group). Missing services degrade gracefully —
+// an unavailable group is returned as an empty array, not an error,
+// so a knowledge-only deploy (DATABASE_URL unset) can still serve a
+// best-effort empty response shape rather than a 503 wall.
+
+type builderSearchScenarioHit struct {
+	ID        uuid.UUID `json:"id"`
+	Name      string    `json:"name"`
+	Status    string    `json:"status"`
+	UpdatedAt string    `json:"updated_at"`
+}
+
+type builderSearchProjectHit struct {
+	ID            uuid.UUID `json:"id"`
+	Type          string    `json:"type"`
+	Title         string    `json:"title"`
+	Reference     *string   `json:"reference,omitempty"`
+	CaseNumber    *string   `json:"case_number,omitempty"`
+	MatterNumber  *string   `json:"matter_number,omitempty"`
+	ClientNumber  *string   `json:"client_number,omitempty"`
+}
+
+type builderSearchResponse struct {
+	Query     string                       `json:"query"`
+	Events    []services.EventSearchHit    `json:"events"`
+	Scenarios []builderSearchScenarioHit   `json:"scenarios"`
+	Projects  []builderSearchProjectHit    `json:"projects"`
+	Counts    builderSearchCounts          `json:"counts"`
+}
+
+type builderSearchCounts struct {
+	Events    int `json:"events"`
+	Scenarios int `json:"scenarios"`
+	Projects  int `json:"projects"`
+}
+
+// handleBuilderSearch — GET /api/builder/search?q=<term>&limit=<n>
+//
+// Auth required. Returns 200 with empty groups when q is empty (matches
+// the fristenrechner search ergonomic — frontend can boot without a
+// pre-flight round trip).
+func handleBuilderSearch(w http.ResponseWriter, r *http.Request) {
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+
+	q := strings.TrimSpace(r.URL.Query().Get("q"))
+	perGroupLimit := parseBuilderSearchLimit(r.URL.Query().Get("limit"))
+
+	resp := builderSearchResponse{
+		Query:     q,
+		Events:    []services.EventSearchHit{},
+		Scenarios: []builderSearchScenarioHit{},
+		Projects:  []builderSearchProjectHit{},
+	}
+
+	if q == "" {
+		// Match fristenrechner search: empty query → empty groups, not 400.
+		writeJSON(w, http.StatusOK, resp)
+		return
+	}
+
+	ctx := r.Context()
+
+	// Events: reuse the SearchEvents shape so anchor_rule_id +
+	// proceeding_type travel with each hit. UPC v1 (PRD §0.4) — the
+	// jurisdiction filter pins the corpus the builder serves today.
+	if dbSvc != nil && dbSvc.deadlineSearch != nil {
+		eventsResp, err := dbSvc.deadlineSearch.SearchEvents(ctx, q, services.EventSearchOptions{
+			Jurisdiction: "UPC",
+			Limit:        perGroupLimit.events,
+		})
+		if err == nil && eventsResp != nil {
+			resp.Events = eventsResp.Events
+		}
+	}
+
+	// Scenarios: caller's own scenarios filtered by ILIKE on name.
+	// Borrows ListMyScenarios + filters in-memory; the list endpoint
+	// already caps at the small per-user fan-out and there's no index
+	// on (owner_id, name) yet — in-memory filter is cheap at 10s-of-
+	// rows scale.
+	if dbSvc != nil && dbSvc.scenarioBuilder != nil {
+		scenarios, err := dbSvc.scenarioBuilder.ListMyScenarios(ctx, uid, "active")
+		if err == nil {
+			needle := strings.ToLower(q)
+			hits := []builderSearchScenarioHit{}
+			for _, sc := range scenarios {
+				if !strings.Contains(strings.ToLower(sc.Name), needle) {
+					continue
+				}
+				hits = append(hits, builderSearchScenarioHit{
+					ID:        sc.ID,
+					Name:      sc.Name,
+					Status:    sc.Status,
+					UpdatedAt: sc.UpdatedAt.Format("2006-01-02T15:04:05Z07:00"),
+				})
+				if len(hits) >= perGroupLimit.scenarios {
+					break
+				}
+			}
+			resp.Scenarios = hits
+		}
+	}
+
+	// Projects (Akten): visible projects filtered by trigram/ILIKE on
+	// title, reference, client_number, matter_number. ProjectService.List
+	// already applies team-based RLS via visibilityPredicate.
+	if dbSvc != nil && dbSvc.projects != nil {
+		projects, err := dbSvc.projects.List(ctx, uid, services.ProjectFilter{
+			Search: q,
+		})
+		if err == nil {
+			hits := make([]builderSearchProjectHit, 0, len(projects))
+			for _, p := range projects {
+				hits = append(hits, builderSearchProjectHit{
+					ID:           p.ID,
+					Type:         p.Type,
+					Title:        p.Title,
+					Reference:    p.Reference,
+					CaseNumber:   p.CaseNumber,
+					MatterNumber: p.MatterNumber,
+					ClientNumber: p.ClientNumber,
+				})
+				if len(hits) >= perGroupLimit.projects {
+					break
+				}
+			}
+			resp.Projects = hits
+		}
+	}
+
+	resp.Counts = builderSearchCounts{
+		Events:    len(resp.Events),
+		Scenarios: len(resp.Scenarios),
+		Projects:  len(resp.Projects),
+	}
+	writeJSON(w, http.StatusOK, resp)
+}
+
+type builderSearchPerGroup struct {
+	events    int
+	scenarios int
+	projects  int
+}
+
+// parseBuilderSearchLimit reads ?limit=<n> as a hint for the events
+// group (largest expected hit count). Scenarios + projects use smaller
+// caps because their drop-down rows are visually heavier. The shared
+// caller-supplied bound is interpreted as the events cap; scenarios
+// and projects are derived from it.
+func parseBuilderSearchLimit(raw string) builderSearchPerGroup {
+	def := builderSearchPerGroup{events: 8, scenarios: 5, projects: 5}
+	if raw == "" {
+		return def
+	}
+	n, err := strconv.Atoi(raw)
+	if err != nil || n <= 0 {
+		return def
+	}
+	if n > 30 {
+		n = 30
+	}
+	return builderSearchPerGroup{
+		events:    n,
+		scenarios: max(1, n/2),
+		projects:  max(1, n/2),
+	}
+}

internal/handlers/fristenrechner.go

@@ -91,6 +91,19 @@ func handleFristenrechnerAPI(w http.ResponseWriter, r *http.Request) {
 		// slugs are silently dropped (no filter) so a stale frontend
 		// chip doesn't 400 the request.
 		AppealTarget string `json:"appealTarget,omitempty"`
+		// t-paliad-348 / yoUPC#178 — surface the engine's two new
+		// CalcOptions axes to the HTTP boundary:
+		//
+		//   IncludeOptional: when true, priority='optional' rules
+		//     surface on the timeline. Default false matches the
+		//     engine's default (mandatory backbone only).
+		//   TriggerEventAnchors: per-event-code anchor dates the
+		//     engine consults for rules carrying trigger_event_id.
+		//     When a rule's anchor is absent the engine renders the
+		//     rule as IsConditional rather than fabricating a date
+		//     off the proceeding's trigger date.
+		IncludeOptional     bool              `json:"includeOptional,omitempty"`
+		TriggerEventAnchors map[string]string `json:"triggerEventAnchors,omitempty"`
 	}
 	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
 		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "Ungültige Anfrage"})
@@ -130,15 +143,17 @@ func handleFristenrechnerAPI(w http.ResponseWriter, r *http.Request) {
 	}
 
 	resp, err := dbSvc.fristenrechner.Calculate(r.Context(), req.ProceedingType, req.TriggerDate, services.CalcOptions{
-		PriorityDateStr:  req.PriorityDate,
-		Flags:            req.Flags,
-		AnchorOverrides:  req.AnchorOverrides,
-		CourtID:          req.CourtID,
-		PerCardAppellant: addendum.PerCardAppellant,
-		SkipRules:        addendum.SkipRules,
-		IncludeCCRFor:    addendum.IncludeCCRFor,
-		IncludeHidden:    req.IncludeHidden,
-		AppealTarget:     req.AppealTarget,
+		PriorityDateStr:     req.PriorityDate,
+		Flags:               req.Flags,
+		AnchorOverrides:     req.AnchorOverrides,
+		CourtID:             req.CourtID,
+		PerCardAppellant:    addendum.PerCardAppellant,
+		SkipRules:           addendum.SkipRules,
+		IncludeCCRFor:       addendum.IncludeCCRFor,
+		IncludeHidden:       req.IncludeHidden,
+		AppealTarget:        req.AppealTarget,
+		IncludeOptional:     req.IncludeOptional,
+		TriggerEventAnchors: req.TriggerEventAnchors,
 	})
 	if err != nil {
 		if errors.Is(err, services.ErrUnknownProceedingType) {

internal/handlers/handlers.go

@@ -142,6 +142,12 @@ type Services struct {
 	// and per-rule selection state (`rule:<uuid>` keys).
 	ScenarioFlags *services.ScenarioFlagsService
 
+	// t-paliad-340 / m/paliad#153 B0 — Litigation Builder. CRUD over the
+	// new normalised scenario shape (paliad.scenarios with owner_id +
+	// scenario_proceedings + scenario_events + scenario_shares, mig 157).
+	// Nil when DATABASE_URL is unset — /api/builder/scenarios* routes 503.
+	ScenarioBuilder *services.ScenarioBuilderService
+
 	// Paliadin is wired when DATABASE_URL is set. The concrete backend
 	// is picked in cmd/server/main.go based on PALIADIN_REMOTE_HOST
 	// (remote → mRiver via SSH) or local tmux availability. Stays nil
@@ -212,6 +218,7 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 			eventChoice:       svc.EventChoice,
 			scenario:          svc.Scenario,
 			scenarioFlags:     svc.ScenarioFlags,
+			scenarioBuilder:   svc.ScenarioBuilder,
 		}
 	}
 
@@ -514,6 +521,34 @@ func Register(mux *http.ServeMux, client *auth.Client, giteaAPIToken string, svc
 	protected.HandleFunc("DELETE /api/scenarios/{id}", handleScenarioDelete)
 	protected.HandleFunc("PUT /api/projects/{id}/active-scenario", handleSetActiveScenario)
 
+	// t-paliad-340 / m/paliad#153 B0 — Litigation Builder API over the
+	// new normalised scenario shape (mig 157). Coexists with the legacy
+	// /api/scenarios surface during the B0→B6 migration; B6 cleanup
+	// retires the legacy routes.
+	protected.HandleFunc("GET /api/builder/scenarios", handleBuilderScenariosList)
+	protected.HandleFunc("POST /api/builder/scenarios", handleBuilderScenarioCreate)
+	// m/paliad#153 B4 — Akte mode entry point. Creates a project-backed
+	// scenario from a paliad.projects row; subsequent edits dual-write
+	// through to paliad.deadlines + paliad.projects.scenario_flags.
+	protected.HandleFunc("POST /api/builder/scenarios/from-project", handleBuilderScenarioFromProject)
+	protected.HandleFunc("GET /api/builder/scenarios/{id}", handleBuilderScenarioGet)
+	protected.HandleFunc("PATCH /api/builder/scenarios/{id}", handleBuilderScenarioPatch)
+	protected.HandleFunc("POST /api/builder/scenarios/{id}/proceedings", handleBuilderProceedingCreate)
+	protected.HandleFunc("PATCH /api/builder/scenarios/{id}/proceedings/{pid}", handleBuilderProceedingPatch)
+	protected.HandleFunc("DELETE /api/builder/scenarios/{id}/proceedings/{pid}", handleBuilderProceedingDelete)
+	protected.HandleFunc("POST /api/builder/scenarios/{id}/proceedings/{pid}/events", handleBuilderEventCreate)
+	protected.HandleFunc("PATCH /api/builder/scenarios/{id}/events/{eid}", handleBuilderEventPatch)
+	protected.HandleFunc("DELETE /api/builder/scenarios/{id}/events/{eid}", handleBuilderEventDelete)
+	protected.HandleFunc("POST /api/builder/scenarios/{id}/shares", handleBuilderShareCreate)
+	protected.HandleFunc("DELETE /api/builder/scenarios/{id}/shares/{sid}", handleBuilderShareDelete)
+	// m/paliad#153 B2 — read-only passthrough so the builder can render
+	// per-triplet flag toggles without a per-project round-trip.
+	protected.HandleFunc("GET /api/builder/scenario-flag-catalog", handleBuilderFlagCatalog)
+	// m/paliad#153 B3 — universal search (events + scenarios + projects).
+	protected.HandleFunc("GET /api/builder/search", handleBuilderSearch)
+	// Dev-only test route — gated to PaliadinOwnerEmail (m).
+	protected.HandleFunc("GET /dev/scenario-builder", handleBuilderDevTestPage)
+
 	// Partner units (structural partner-led units; legacy "Dezernate").
 	protected.HandleFunc("GET /api/partner-units", handleListPartnerUnits)
 	protected.HandleFunc("POST /api/partner-units", handleCreatePartnerUnit)

internal/handlers/projects.go

@@ -85,6 +85,11 @@ type dbServices struct {
 
 	// m/paliad#149 Phase 2 P0 — per-project scenario_flags SSoT (mig 154).
 	scenarioFlags *services.ScenarioFlagsService
+
+	// t-paliad-340 / m/paliad#153 B0 — Litigation Builder over the new
+	// normalised scenario shape (paliad.scenarios with owner_id +
+	// scenario_proceedings + scenario_events + scenario_shares, mig 157).
+	scenarioBuilder *services.ScenarioBuilderService
 }
 
 var dbSvc *dbServices

internal/handlers/scenario_builder.go

@@ -0,0 +1,672 @@
+package handlers
+
+import (
+	"encoding/json"
+	"errors"
+	"net/http"
+
+	"github.com/google/uuid"
+
+	"mgit.msbls.de/m/paliad/internal/services"
+)
+
+// t-paliad-340 / m/paliad#153 B0 — REST endpoints over the new normalised
+// scenario builder shape (paliad.scenarios with owner_id, +
+// paliad.scenario_proceedings / scenario_events / scenario_shares).
+//
+// Endpoints live under /api/builder/scenarios/* to avoid clashing with
+// the legacy /api/scenarios/* endpoints from m/paliad#124 Slice D. The
+// B6 cleanup slice retires the legacy surface; until then both shapes
+// coexist on the same paliad.scenarios table (the legacy paths require
+// project_id IS NOT NULL OR an abstract created_by = caller; the builder
+// paths require owner_id = caller).
+//
+// All handlers gate by requireScenarioBuilderService — 503 when the
+// service is nil (DATABASE_URL unset). Auth is checked via requireUser;
+// per-row visibility is enforced inside the service.
+
+func requireScenarioBuilderService(w http.ResponseWriter) bool {
+	if dbSvc == nil || dbSvc.scenarioBuilder == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{
+			"error": "Litigation-Builder ist vorübergehend nicht verfügbar (keine Datenbank).",
+		})
+		return false
+	}
+	return true
+}
+
+// scenarioBuilderErrorToStatus maps service errors to HTTP statuses.
+func scenarioBuilderErrorToStatus(err error) (int, string) {
+	switch {
+	case errors.Is(err, services.ErrScenarioBuilderNotVisible),
+		errors.Is(err, services.ErrNotVisible):
+		return http.StatusNotFound, "Szenario nicht gefunden"
+	case errors.Is(err, services.ErrInvalidInput):
+		return http.StatusBadRequest, err.Error()
+	}
+	return http.StatusInternalServerError, err.Error()
+}
+
+func writeBuilderError(w http.ResponseWriter, err error) {
+	status, msg := scenarioBuilderErrorToStatus(err)
+	writeJSON(w, status, map[string]string{"error": msg})
+}
+
+// ---------------------------------------------------------------------------
+// Akte mode (B4, t-paliad-347)
+// ---------------------------------------------------------------------------
+
+// handleBuilderScenarioFromProject — POST /api/builder/scenarios/from-project
+//
+// Body: {"project_id": "<uuid>"}
+//
+// Creates a fresh project-backed scenario by snapshotting the project's
+// proceeding_type_id + our_side + scenario_flags into one top-level
+// triplet, and seeds scenario_events from every existing
+// paliad.deadlines row tied to a sequencing_rule. The new scenario's
+// origin_project_id pins the Akte link so subsequent edits dual-write
+// through to paliad.deadlines + paliad.projects.scenario_flags (PRD §2.3).
+//
+// Visibility: caller must be able to see the project. Bad input
+// (missing proceeding_type_id, invisible project) returns 400 / 404
+// via the standard service-error mapping.
+func handleBuilderScenarioFromProject(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	var body struct {
+		ProjectID uuid.UUID `json:"project_id"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&body); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	if body.ProjectID == uuid.Nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "project_id ist erforderlich"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.CreateScenarioFromProject(r.Context(), uid, body.ProjectID)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, out)
+}
+
+// ---------------------------------------------------------------------------
+// Scenario CRUD
+// ---------------------------------------------------------------------------
+
+// handleBuilderScenariosList — GET /api/builder/scenarios?status=<active|archived|promoted|all>
+func handleBuilderScenariosList(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	status := r.URL.Query().Get("status")
+	out, err := dbSvc.scenarioBuilder.ListMyScenarios(r.Context(), uid, status)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, out)
+}
+
+// handleBuilderScenarioCreate — POST /api/builder/scenarios
+func handleBuilderScenarioCreate(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	var input services.CreateBuilderScenarioInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.CreateScenario(r.Context(), uid, input)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, out)
+}
+
+// handleBuilderScenarioGet — GET /api/builder/scenarios/{id}
+func handleBuilderScenarioGet(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	id, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige ID"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.GetScenarioDeep(r.Context(), uid, id)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, out)
+}
+
+// handleBuilderScenarioPatch — PATCH /api/builder/scenarios/{id}
+func handleBuilderScenarioPatch(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	id, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige ID"})
+		return
+	}
+	var input services.PatchBuilderScenarioInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.PatchScenario(r.Context(), uid, id, input)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, out)
+}
+
+// ---------------------------------------------------------------------------
+// Proceedings
+// ---------------------------------------------------------------------------
+
+// handleBuilderProceedingCreate — POST /api/builder/scenarios/{id}/proceedings
+func handleBuilderProceedingCreate(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	sid, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Szenario-ID"})
+		return
+	}
+	var input services.AddProceedingInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.AddProceeding(r.Context(), uid, sid, input)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, out)
+}
+
+// handleBuilderProceedingPatch — PATCH /api/builder/scenarios/{id}/proceedings/{pid}
+func handleBuilderProceedingPatch(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	sid, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Szenario-ID"})
+		return
+	}
+	pid, err := uuid.Parse(r.PathValue("pid"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Proceeding-ID"})
+		return
+	}
+	var input services.PatchProceedingInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.PatchProceeding(r.Context(), uid, sid, pid, input)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, out)
+}
+
+// handleBuilderProceedingDelete — DELETE /api/builder/scenarios/{id}/proceedings/{pid}
+func handleBuilderProceedingDelete(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	sid, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Szenario-ID"})
+		return
+	}
+	pid, err := uuid.Parse(r.PathValue("pid"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Proceeding-ID"})
+		return
+	}
+	if err := dbSvc.scenarioBuilder.DeleteProceeding(r.Context(), uid, sid, pid); err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// ---------------------------------------------------------------------------
+// Events
+// ---------------------------------------------------------------------------
+
+// handleBuilderEventCreate — POST /api/builder/scenarios/{id}/proceedings/{pid}/events
+func handleBuilderEventCreate(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	sid, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Szenario-ID"})
+		return
+	}
+	pid, err := uuid.Parse(r.PathValue("pid"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Proceeding-ID"})
+		return
+	}
+	var input services.AddEventInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.AddEvent(r.Context(), uid, sid, pid, input)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, out)
+}
+
+// handleBuilderEventPatch — PATCH /api/builder/scenarios/{id}/events/{eid}
+func handleBuilderEventPatch(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	sid, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Szenario-ID"})
+		return
+	}
+	eid, err := uuid.Parse(r.PathValue("eid"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Event-ID"})
+		return
+	}
+	var input services.PatchEventInput
+	if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.PatchEvent(r.Context(), uid, sid, eid, input)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusOK, out)
+}
+
+// handleBuilderEventDelete — DELETE /api/builder/scenarios/{id}/events/{eid}
+func handleBuilderEventDelete(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	sid, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Szenario-ID"})
+		return
+	}
+	eid, err := uuid.Parse(r.PathValue("eid"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Event-ID"})
+		return
+	}
+	if err := dbSvc.scenarioBuilder.DeleteEvent(r.Context(), uid, sid, eid); err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// ---------------------------------------------------------------------------
+// Shares
+// ---------------------------------------------------------------------------
+
+// handleBuilderShareCreate — POST /api/builder/scenarios/{id}/shares
+// Body: {"shared_with_user_id": "<uuid>"}
+func handleBuilderShareCreate(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	sid, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Szenario-ID"})
+		return
+	}
+	var body struct {
+		SharedWithUserID uuid.UUID `json:"shared_with_user_id"`
+	}
+	if err := json.NewDecoder(r.Body).Decode(&body); err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Anfrage"})
+		return
+	}
+	out, err := dbSvc.scenarioBuilder.AddShare(r.Context(), uid, sid, body.SharedWithUserID)
+	if err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	writeJSON(w, http.StatusCreated, out)
+}
+
+// handleBuilderShareDelete — DELETE /api/builder/scenarios/{id}/shares/{sid}
+func handleBuilderShareDelete(w http.ResponseWriter, r *http.Request) {
+	if !requireScenarioBuilderService(w) {
+		return
+	}
+	uid, ok := requireUser(w, r)
+	if !ok {
+		return
+	}
+	scid, err := uuid.Parse(r.PathValue("id"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Szenario-ID"})
+		return
+	}
+	shid, err := uuid.Parse(r.PathValue("sid"))
+	if err != nil {
+		writeJSON(w, http.StatusBadRequest, map[string]string{"error": "ungültige Share-ID"})
+		return
+	}
+	if err := dbSvc.scenarioBuilder.DeleteShare(r.Context(), uid, scid, shid); err != nil {
+		writeBuilderError(w, err)
+		return
+	}
+	w.WriteHeader(http.StatusNoContent)
+}
+
+// ---------------------------------------------------------------------------
+// Scenario flag catalog passthrough (m/paliad#153 B2)
+// ---------------------------------------------------------------------------
+
+// handleBuilderFlagCatalog — GET /api/builder/scenario-flag-catalog
+//
+// Returns every row of paliad.scenario_flag_catalog so the Litigation
+// Builder can render per-triplet flag toggles without a per-project
+// round-trip. The catalog itself is global (no jurisdiction or
+// proceeding scope baked into the table); which flags actually apply
+// to a given proceeding type is decided by the calc engine via
+// condition_expr at calculation time. The client renders every catalog
+// flag and lets the user toggle them — flags with no effect on the
+// active proceeding's rules simply have no condition_expr referencing
+// them, so toggling is a no-op.
+//
+// 503 when ScenarioFlagsService is nil (DATABASE_URL unset); per-row
+// visibility checks aren't needed because the catalog is global.
+func handleBuilderFlagCatalog(w http.ResponseWriter, r *http.Request) {
+	if dbSvc == nil || dbSvc.scenarioFlags == nil {
+		writeJSON(w, http.StatusServiceUnavailable, map[string]string{
+			"error": "Flag-Katalog vorübergehend nicht verfügbar (keine Datenbank).",
+		})
+		return
+	}
+	if _, ok := requireUser(w, r); !ok {
+		return
+	}
+	out, err := dbSvc.scenarioFlags.ListCatalog(r.Context())
+	if err != nil {
+		writeJSON(w, http.StatusInternalServerError, map[string]string{
+			"error": "Flag-Katalog konnte nicht geladen werden",
+		})
+		return
+	}
+	writeJSON(w, http.StatusOK, out)
+}
+
+// ---------------------------------------------------------------------------
+// Dev-only test route
+// ---------------------------------------------------------------------------
+
+// handleBuilderDevTestPage — GET /dev/scenario-builder
+//
+// Gated to services.PaliadinOwnerEmail (the same single-owner gate the
+// /paliadin route uses). Every other authenticated user gets 404. Pure
+// HTML — no JS bundle — so the page works even before B1 wires the real
+// builder shell. Renders curl-equivalent forms for the B0 surface so the
+// schema can be exercised end-to-end without Postman / shell scripts.
+//
+// This is the "dev-only test route" the head's task spec asked for. It
+// disappears in B6 cleanup once the production builder UI ships at
+// /tools/procedures.
+func handleBuilderDevTestPage(w http.ResponseWriter, r *http.Request) {
+	if !requirePaliadinOwner(w, r) {
+		return
+	}
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	w.Header().Set("Cache-Control", "no-store")
+	_, _ = w.Write([]byte(builderDevTestHTML))
+}
+
+const builderDevTestHTML = `<!DOCTYPE html>
+<html lang="de">
+<head>
+<meta charset="utf-8">
+<title>Scenario Builder — Dev Test (B0)</title>
+<style>
+body { font-family: ui-monospace, Menlo, monospace; max-width: 880px; margin: 2em auto;
+       padding: 0 1em; color: #222; background: #fafaf7; }
+h1, h2 { font-family: ui-sans-serif, system-ui, sans-serif; }
+h1 { border-bottom: 4px solid #c6f41c; padding-bottom: .2em; }
+section { background: #fff; border: 1px solid #ddd; border-radius: 4px;
+          padding: 1em 1.2em; margin: 1em 0; }
+label { display: block; margin: .4em 0 .15em; font-size: .85em; color: #555; }
+input, textarea, select, button { font: inherit; padding: .35em .5em; box-sizing: border-box; }
+input[type="text"], input[type="number"], textarea { width: 100%; }
+button { background: #c6f41c; border: 1px solid #9ec61f; cursor: pointer;
+         padding: .4em 1em; border-radius: 3px; margin: .2em 0; }
+button.secondary { background: #eee; border-color: #ccc; }
+pre.out { background: #1e1e1e; color: #e6e6e6; padding: .8em 1em; border-radius: 4px;
+          overflow: auto; max-height: 30em; font-size: .85em; }
+.note { color: #777; font-size: .9em; }
+.row { display: flex; gap: .5em; }
+.row > * { flex: 1; }
+</style>
+</head>
+<body>
+<h1>Scenario Builder — Dev Test (B0)</h1>
+<p class="note">t-paliad-340 / m/paliad#153 — DB-only slice. Exercises
+paliad.scenarios (builder rows), scenario_proceedings, scenario_events,
+scenario_shares via /api/builder/scenarios/*. Gated to PaliadinOwnerEmail.</p>
+
+<section>
+  <h2>1. Liste meine Szenarien</h2>
+  <label>Status filter</label>
+  <select id="list-status">
+    <option value="">(default: alle)</option>
+    <option value="active">active</option>
+    <option value="archived">archived</option>
+    <option value="promoted">promoted</option>
+    <option value="all">all (explicit)</option>
+  </select>
+  <button onclick="listScenarios()">GET /api/builder/scenarios</button>
+  <pre class="out" id="list-out"></pre>
+</section>
+
+<section>
+  <h2>2. Szenario anlegen</h2>
+  <label>Name</label>
+  <input type="text" id="create-name" placeholder="(leer = Unbenanntes Szenario)">
+  <label>Notes (optional)</label>
+  <textarea id="create-notes" rows="2"></textarea>
+  <button onclick="createScenario()">POST /api/builder/scenarios</button>
+  <pre class="out" id="create-out"></pre>
+</section>
+
+<section>
+  <h2>3. Szenario abrufen (deep)</h2>
+  <label>Scenario ID</label>
+  <input type="text" id="get-id">
+  <button onclick="getScenario()">GET /api/builder/scenarios/{id}</button>
+  <pre class="out" id="get-out"></pre>
+</section>
+
+<section>
+  <h2>4. Verfahren hinzufügen</h2>
+  <label>Scenario ID</label>
+  <input type="text" id="proc-sid">
+  <label>proceeding_type_id (integer)</label>
+  <input type="number" id="proc-pt-id" placeholder="z.B. 7 für upc.inf.cfi">
+  <label>primary_party</label>
+  <select id="proc-party">
+    <option value="">(none)</option>
+    <option value="claimant">claimant</option>
+    <option value="defendant">defendant</option>
+  </select>
+  <button onclick="addProceeding()">POST .../proceedings</button>
+  <pre class="out" id="proc-out"></pre>
+</section>
+
+<section>
+  <h2>5. Event-Karte hinzufügen</h2>
+  <label>Scenario ID</label>
+  <input type="text" id="ev-sid">
+  <label>Proceeding ID</label>
+  <input type="text" id="ev-pid">
+  <label>custom_label (oder sequencing_rule_id / procedural_event_id)</label>
+  <input type="text" id="ev-label" placeholder="freitext-Karte">
+  <label>state</label>
+  <select id="ev-state">
+    <option value="planned">planned</option>
+    <option value="filed">filed</option>
+    <option value="skipped">skipped</option>
+  </select>
+  <button onclick="addEvent()">POST .../proceedings/{pid}/events</button>
+  <pre class="out" id="ev-out"></pre>
+</section>
+
+<section>
+  <h2>6. Status patchen (archive / restore)</h2>
+  <label>Scenario ID</label>
+  <input type="text" id="patch-sid">
+  <label>new status</label>
+  <select id="patch-status">
+    <option value="active">active</option>
+    <option value="archived">archived</option>
+  </select>
+  <button onclick="patchStatus()">PATCH /api/builder/scenarios/{id}</button>
+  <pre class="out" id="patch-out"></pre>
+</section>
+
+<script>
+const j = (id, payload) =>
+  document.getElementById(id).textContent = JSON.stringify(payload, null, 2);
+
+async function call(method, url, body) {
+  const opts = { method, headers: { 'Content-Type': 'application/json' } };
+  if (body !== undefined) opts.body = JSON.stringify(body);
+  const r = await fetch(url, opts);
+  const text = await r.text();
+  let parsed = text;
+  try { parsed = JSON.parse(text); } catch (_) {}
+  return { status: r.status, body: parsed };
+}
+
+async function listScenarios() {
+  const status = document.getElementById('list-status').value;
+  const q = status ? '?status=' + encodeURIComponent(status) : '';
+  j('list-out', await call('GET', '/api/builder/scenarios' + q));
+}
+
+async function createScenario() {
+  const name = document.getElementById('create-name').value;
+  const notes = document.getElementById('create-notes').value;
+  const body = {};
+  if (name) body.name = name;
+  if (notes) body.notes = notes;
+  j('create-out', await call('POST', '/api/builder/scenarios', body));
+}
+
+async function getScenario() {
+  const id = document.getElementById('get-id').value.trim();
+  if (!id) return j('get-out', { error: 'ID erforderlich' });
+  j('get-out', await call('GET', '/api/builder/scenarios/' + id));
+}
+
+async function addProceeding() {
+  const sid = document.getElementById('proc-sid').value.trim();
+  const ptID = parseInt(document.getElementById('proc-pt-id').value, 10);
+  const party = document.getElementById('proc-party').value;
+  if (!sid || !ptID) return j('proc-out', { error: 'sid + proceeding_type_id erforderlich' });
+  const body = { proceeding_type_id: ptID };
+  if (party) body.primary_party = party;
+  j('proc-out', await call('POST', '/api/builder/scenarios/' + sid + '/proceedings', body));
+}
+
+async function addEvent() {
+  const sid = document.getElementById('ev-sid').value.trim();
+  const pid = document.getElementById('ev-pid').value.trim();
+  const label = document.getElementById('ev-label').value.trim();
+  const state = document.getElementById('ev-state').value;
+  if (!sid || !pid || !label) return j('ev-out', { error: 'sid + pid + custom_label erforderlich' });
+  j('ev-out', await call('POST',
+    '/api/builder/scenarios/' + sid + '/proceedings/' + pid + '/events',
+    { custom_label: label, state }));
+}
+
+async function patchStatus() {
+  const sid = document.getElementById('patch-sid').value.trim();
+  const status = document.getElementById('patch-status').value;
+  if (!sid) return j('patch-out', { error: 'sid erforderlich' });
+  j('patch-out', await call('PATCH', '/api/builder/scenarios/' + sid, { status }));
+}
+</script>
+</body>
+</html>`

internal/services/deadline_service.go

@@ -265,7 +265,7 @@ func (s *DeadlineService) ListVisibleForUser(ctx context.Context, userID uuid.UU
 
 	query := `
 		SELECT f.id, f.project_id, f.title, f.description, f.due_date, f.original_due_date,
-		       f.warning_date, f.source, f.rule_id, f.rule_code, f.custom_rule_text, f.status, f.completed_at,
+		       f.warning_date, f.source, f.sequencing_rule_id, f.rule_code, f.custom_rule_text, f.status, f.completed_at,
 		       f.caldav_uid, f.caldav_etag, f.notes, f.created_by,
 		       f.created_at, f.updated_at,
 		       f.approval_status, f.pending_request_id, f.approved_by, f.approved_at,

internal/services/docforge_shims.go

@@ -0,0 +1,66 @@
+package services
+
+// Shims bridging the submission generator to the extracted docforge .docx
+// adapter (pkg/docforge/docx). Slice 1 of the docforge train
+// (t-paliad-349 / m/paliad#157) relocated the Markdown→OOXML walker, the
+// placeholder substitution engine, and the .dotm→.docx converter into
+// pkg/docforge/docx with no behaviour change. These type aliases and
+// forwarders keep every existing caller in internal/services and
+// internal/handlers compiling and behaving identically — the names,
+// signatures, and semantics are unchanged; only the implementation moved.
+//
+// Later slices retire these shims as the submission services are
+// refactored to call docforge directly through the neutral model and the
+// VariableResolver interface.
+
+import (
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+	"mgit.msbls.de/m/paliad/pkg/docforge/docx"
+)
+
+// PlaceholderMap is the variable bag (dotted-key → substituted value),
+// built by SubmissionVarsService and consumed by the renderer. The
+// canonical type lives in the docforge root (the format-neutral
+// variable-bag contract).
+type PlaceholderMap = docforge.PlaceholderMap
+
+// MissingPlaceholderFn translates an unbound placeholder key into the
+// in-document marker token.
+type MissingPlaceholderFn = docforge.MissingPlaceholderFn
+
+// SubmissionRenderer renders a .docx template by substituting
+// {{placeholder}} tokens. Stateless; safe for concurrent use.
+type SubmissionRenderer = docx.SubmissionRenderer
+
+// HyperlinkAllocator hands the Markdown walker a rId for each external
+// URL it encounters in [label](url) inline links.
+type HyperlinkAllocator = docx.HyperlinkAllocator
+
+// NewSubmissionRenderer constructs the renderer.
+func NewSubmissionRenderer() *SubmissionRenderer { return docx.NewSubmissionRenderer() }
+
+// DefaultMissingMarker returns the standard missing-value marker for the
+// given UI language ("[KEIN WERT: <key>]" / "[NO VALUE: <key>]").
+func DefaultMissingMarker(lang string) MissingPlaceholderFn {
+	return docforge.DefaultMissingMarker(lang)
+}
+
+// RenderMarkdownToOOXML renders Markdown source into OOXML paragraph
+// elements using a single paragraph style.
+func RenderMarkdownToOOXML(md, paragraphStyle string) string {
+	return docx.RenderMarkdownToOOXML(md, paragraphStyle)
+}
+
+// RenderMarkdownToOOXMLWithStyles is the full rich-prose entry point
+// (headings, lists, blockquote, inline hyperlinks via the allocator).
+func RenderMarkdownToOOXMLWithStyles(md string, stylemap map[string]string, links HyperlinkAllocator) string {
+	return docx.RenderMarkdownToOOXMLWithStyles(md, stylemap, links)
+}
+
+// ConvertDotmToDocx rewrites a .dotm/.docm/.dotx zip into a clean .docx
+// zip. Idempotent on a zip that is already a plain .docx.
+func ConvertDotmToDocx(dotmBytes []byte) ([]byte, error) { return docx.ConvertDotmToDocx(dotmBytes) }
+
+// SanitiseSubmissionFileName cleans a string for use inside a download
+// filename (strips path separators / quotes, ASCII-folds DE umlauts).
+func SanitiseSubmissionFileName(s string) string { return docx.SanitiseSubmissionFileName(s) }

internal/services/fristenrechner.go

@@ -145,7 +145,7 @@ func (s *FristenrechnerService) ListProceedings(ctx context.Context, opts Procee
 			  AND pe.event_kind = $%d
 		)`, opts.EventKind)
 	}
-	query := `SELECT code, name, name_en, jurisdiction
+	query := `SELECT id, code, name, name_en, jurisdiction
 		FROM paliad.proceeding_types
 		WHERE ` + strings.Join(where, " AND ") + `
 		ORDER BY sort_order`
@@ -160,7 +160,7 @@ func (s *FristenrechnerService) ListProceedings(ctx context.Context, opts Procee
 	for rows.Next() {
 		var t lp.FristenrechnerType
 		var juris sql.NullString
-		if err := rows.Scan(&t.Code, &t.Name, &t.NameEN, &juris); err != nil {
+		if err := rows.Scan(&t.ID, &t.Code, &t.Name, &t.NameEN, &juris); err != nil {
 			return nil, err
 		}
 		if juris.Valid {

internal/services/projection_service.go

@@ -1247,7 +1247,7 @@ func (s *ProjectionService) collectActualsForOverrides(
 	}
 	var dRows []drow
 	scopeFilter := scopeProjectIDFilter("d", "project_id", projectID, directOnly)
-	q := `SELECT d.rule_id, d.rule_code, d.due_date, d.completed_at, d.status
+	q := `SELECT d.sequencing_rule_id AS rule_id, d.rule_code, d.due_date, d.completed_at, d.status
 	        FROM paliad.deadlines d
 	       WHERE ` + scopeFilter
 	if err := s.db.SelectContext(ctx, &dRows, q, projectID); err != nil {

internal/services/scenario_builder_service_test.go

@@ -0,0 +1,474 @@
+package services
+
+import (
+	"context"
+	"encoding/json"
+	"errors"
+	"os"
+	"testing"
+	"time"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/db"
+)
+
+// TestScenarioBuilderService exercises the t-paliad-340 / m/paliad#153 B0
+// surface end-to-end against a live DB: create + list + deep-get + patch
+// + add-proceeding + add-event + add/delete-share, plus the visibility
+// negative case (a non-owner can't see the scenario unless shared).
+//
+// Skipped without TEST_DATABASE_URL — matches the pattern in
+// project_service_test.go / event_choice_service_test.go.
+func TestScenarioBuilderService(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+
+	ctx := context.Background()
+
+	owner := uuid.New()
+	other := uuid.New()
+	cleanup := func() {
+		// Cascade order: delete from scenarios → CASCADE clears
+		// proceedings, events, shares. Then the two users.
+		pool.ExecContext(ctx,
+			`DELETE FROM paliad.scenarios WHERE owner_id IN ($1, $2)`, owner, other)
+		pool.ExecContext(ctx,
+			`DELETE FROM paliad.users WHERE id IN ($1, $2)`, owner, other)
+		pool.ExecContext(ctx,
+			`DELETE FROM auth.users WHERE id IN ($1, $2)`, owner, other)
+	}
+	cleanup()
+	defer cleanup()
+
+	for _, seed := range []struct {
+		id    uuid.UUID
+		email string
+		name  string
+	}{
+		{owner, "builder-owner-test@hlc.com", "Builder Owner"},
+		{other, "builder-other-test@hlc.com", "Builder Other"},
+	} {
+		if _, err := pool.ExecContext(ctx,
+			`INSERT INTO auth.users (id, email) VALUES ($1, $2)`,
+			seed.id, seed.email); err != nil {
+			t.Fatalf("seed auth.users %s: %v", seed.email, err)
+		}
+		if _, err := pool.ExecContext(ctx,
+			`INSERT INTO paliad.users (id, email, display_name, office, lang)
+			 VALUES ($1, $2, $3, 'munich', 'de')`,
+			seed.id, seed.email, seed.name); err != nil {
+			t.Fatalf("seed paliad.users %s: %v", seed.email, err)
+		}
+	}
+
+	// Pick a real proceeding_type_id so the FK insert succeeds.
+	var ptID int
+	if err := pool.GetContext(ctx, &ptID,
+		`SELECT id FROM paliad.proceeding_types
+		  WHERE code = $1 AND is_active = true
+		  LIMIT 1`, CodeUPCInfringement); err != nil {
+		t.Fatalf("look up upc.inf id: %v", err)
+	}
+
+	svc := NewScenarioBuilderService(pool, nil, nil)
+
+	// 1. Create a scenario for the owner. Empty name should default.
+	sc, err := svc.CreateScenario(ctx, owner, CreateBuilderScenarioInput{})
+	if err != nil {
+		t.Fatalf("CreateScenario: %v", err)
+	}
+	if sc.Name != "Unbenanntes Szenario" {
+		t.Errorf("default name = %q, want %q", sc.Name, "Unbenanntes Szenario")
+	}
+	if sc.Status != "active" {
+		t.Errorf("default status = %q, want active", sc.Status)
+	}
+	if sc.OwnerID == nil || *sc.OwnerID != owner {
+		t.Errorf("owner_id = %v, want %v", sc.OwnerID, owner)
+	}
+
+	// 2. List — should return the one row.
+	list, err := svc.ListMyScenarios(ctx, owner, "active")
+	if err != nil {
+		t.Fatalf("ListMyScenarios: %v", err)
+	}
+	if len(list) != 1 || list[0].ID != sc.ID {
+		t.Errorf("ListMyScenarios returned %d rows; want 1 with id %s", len(list), sc.ID)
+	}
+
+	// 3. Other user can NOT see the scenario.
+	if _, err := svc.GetScenarioDeep(ctx, other, sc.ID); !errors.Is(err, ErrScenarioBuilderNotVisible) {
+		t.Errorf("GetScenarioDeep by non-owner = %v, want ErrScenarioBuilderNotVisible", err)
+	}
+
+	// 4. Add a proceeding.
+	pr, err := svc.AddProceeding(ctx, owner, sc.ID, AddProceedingInput{
+		ProceedingTypeID: ptID,
+		PrimaryParty:     ptrString("defendant"),
+		ScenarioFlags:    json.RawMessage(`{"with_ccr": true}`),
+	})
+	if err != nil {
+		t.Fatalf("AddProceeding: %v", err)
+	}
+	if pr.ProceedingTypeID != ptID {
+		t.Errorf("ProceedingTypeID = %d, want %d", pr.ProceedingTypeID, ptID)
+	}
+	if pr.PrimaryParty == nil || *pr.PrimaryParty != "defendant" {
+		t.Errorf("PrimaryParty = %v, want defendant", pr.PrimaryParty)
+	}
+
+	// 5. Add a custom-label event card.
+	ev, err := svc.AddEvent(ctx, owner, sc.ID, pr.ID, AddEventInput{
+		CustomLabel: ptrString("Klageerwiderung"),
+		State:       ptrString("planned"),
+	})
+	if err != nil {
+		t.Fatalf("AddEvent: %v", err)
+	}
+	if ev.State != "planned" {
+		t.Errorf("event state = %q, want planned", ev.State)
+	}
+
+	// 5b. Add-event with NO anchor fields fails.
+	if _, err := svc.AddEvent(ctx, owner, sc.ID, pr.ID, AddEventInput{}); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("AddEvent without anchor = %v, want ErrInvalidInput", err)
+	}
+
+	// 6. Deep get — should bundle the scenario + 1 proceeding + 1 event + 0 shares.
+	deep, err := svc.GetScenarioDeep(ctx, owner, sc.ID)
+	if err != nil {
+		t.Fatalf("GetScenarioDeep: %v", err)
+	}
+	if len(deep.Proceedings) != 1 || deep.Proceedings[0].ID != pr.ID {
+		t.Errorf("deep proceedings count=%d want 1; ids: %+v", len(deep.Proceedings), deep.Proceedings)
+	}
+	if len(deep.Events) != 1 || deep.Events[0].ID != ev.ID {
+		t.Errorf("deep events count=%d want 1; ids: %+v", len(deep.Events), deep.Events)
+	}
+	if len(deep.Shares) != 0 {
+		t.Errorf("deep shares count=%d want 0", len(deep.Shares))
+	}
+
+	// 7. Share with `other`. Recipient should now see the scenario.
+	sh, err := svc.AddShare(ctx, owner, sc.ID, other)
+	if err != nil {
+		t.Fatalf("AddShare: %v", err)
+	}
+	if _, err := svc.GetScenarioDeep(ctx, other, sc.ID); err != nil {
+		t.Errorf("GetScenarioDeep by share recipient: %v", err)
+	}
+	// But the recipient can NOT add proceedings.
+	if _, err := svc.AddProceeding(ctx, other, sc.ID, AddProceedingInput{
+		ProceedingTypeID: ptID,
+	}); !errors.Is(err, ErrScenarioBuilderNotVisible) {
+		t.Errorf("AddProceeding by share recipient = %v, want ErrScenarioBuilderNotVisible", err)
+	}
+
+	// 7b. Self-share should be rejected.
+	if _, err := svc.AddShare(ctx, owner, sc.ID, owner); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("self-share = %v, want ErrInvalidInput", err)
+	}
+
+	// 8. Patch — archive then re-activate.
+	patched, err := svc.PatchScenario(ctx, owner, sc.ID, PatchBuilderScenarioInput{
+		Status: ptrString("archived"),
+	})
+	if err != nil {
+		t.Fatalf("PatchScenario archive: %v", err)
+	}
+	if patched.Status != "archived" {
+		t.Errorf("after archive, status = %q, want archived", patched.Status)
+	}
+	// PATCH to 'promoted' is rejected — that's the wizard's job.
+	if _, err := svc.PatchScenario(ctx, owner, sc.ID, PatchBuilderScenarioInput{
+		Status: ptrString("promoted"),
+	}); !errors.Is(err, ErrInvalidInput) {
+		t.Errorf("PATCH status=promoted = %v, want ErrInvalidInput", err)
+	}
+	patched, err = svc.PatchScenario(ctx, owner, sc.ID, PatchBuilderScenarioInput{
+		Status: ptrString("active"),
+	})
+	if err != nil {
+		t.Fatalf("PatchScenario re-activate: %v", err)
+	}
+	if patched.Status != "active" {
+		t.Errorf("after re-activate, status = %q, want active", patched.Status)
+	}
+
+	// 9. Revoke the share. Recipient loses visibility.
+	if err := svc.DeleteShare(ctx, owner, sc.ID, sh.ID); err != nil {
+		t.Fatalf("DeleteShare: %v", err)
+	}
+	if _, err := svc.GetScenarioDeep(ctx, other, sc.ID); !errors.Is(err, ErrScenarioBuilderNotVisible) {
+		t.Errorf("after revoke, recipient GetScenarioDeep = %v, want ErrScenarioBuilderNotVisible", err)
+	}
+}
+
+// TestScenarioBuilderAkteDualWrite pins B4's load-bearing contract
+// (m/paliad#153 / t-paliad-347 / PRD §2.3 + §10):
+//
+//   - PatchProceeding on a project-backed scenario (origin_project_id
+//     IS NOT NULL) MUST mirror scenario_flags onto
+//     paliad.projects.scenario_flags;
+//   - PatchEvent flipping state→'filed' on a project-backed scenario
+//     MUST upsert a paliad.deadlines row (status='completed',
+//     completed_at=actual_date);
+//   - PatchProceeding/PatchEvent on a non-Akte (kontextfrei) scenario
+//     MUST NOT touch paliad.projects.scenario_flags or
+//     paliad.deadlines.
+//
+// Skipped without TEST_DATABASE_URL. Mirrors the live-DB pattern used
+// by TestScenarioBuilderService above.
+func TestScenarioBuilderAkteDualWrite(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+
+	ctx := context.Background()
+
+	owner := uuid.New()
+	cleanup := func() {
+		pool.ExecContext(ctx,
+			`DELETE FROM paliad.scenarios WHERE owner_id = $1`, owner)
+		pool.ExecContext(ctx,
+			`DELETE FROM paliad.projects WHERE created_by = $1`, owner)
+		pool.ExecContext(ctx,
+			`DELETE FROM paliad.users WHERE id = $1`, owner)
+		pool.ExecContext(ctx,
+			`DELETE FROM auth.users WHERE id = $1`, owner)
+	}
+	cleanup()
+	defer cleanup()
+
+	// Seed owner.
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO auth.users (id, email) VALUES ($1, $2)`,
+		owner, "builder-akte-test@hlc.com"); err != nil {
+		t.Fatalf("seed auth.users: %v", err)
+	}
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.users (id, email, display_name, office, lang, global_role)
+		 VALUES ($1, $2, $3, 'munich', 'de', 'global_admin')`,
+		owner, "builder-akte-test@hlc.com", "Builder Akte Owner"); err != nil {
+		t.Fatalf("seed paliad.users: %v", err)
+	}
+
+	// Look up a real proceeding_type_id + a sequencing_rule_id on that
+	// proceeding so the deadline upsert has a real rule to point at.
+	var ptID int
+	if err := pool.GetContext(ctx, &ptID,
+		`SELECT id FROM paliad.proceeding_types
+		  WHERE code = $1 AND is_active = true LIMIT 1`,
+		CodeUPCInfringement); err != nil {
+		t.Fatalf("look up upc.inf id: %v", err)
+	}
+	var ruleID uuid.UUID
+	if err := pool.GetContext(ctx, &ruleID,
+		`SELECT id FROM paliad.sequencing_rules
+		  WHERE proceeding_type_id = $1
+		    AND is_active = true
+		    AND lifecycle_state = 'published'
+		  ORDER BY sequence_order NULLS LAST, id LIMIT 1`, ptID); err != nil {
+		t.Fatalf("look up sequencing_rule: %v", err)
+	}
+
+	// Seed a paliad.projects (type='case') row pinned to that
+	// proceeding_type. our_side='defendant' so the builder triplet's
+	// primary_party derives from it.
+	projectID := uuid.New()
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.projects
+		    (id, type, title, status, proceeding_type_id, our_side, created_by)
+		 VALUES ($1, 'case', 'Builder Akte Test Project', 'active', $2, 'defendant', $3)`,
+		projectID, ptID, owner); err != nil {
+		t.Fatalf("seed project: %v", err)
+	}
+	// Place the owner on the project team so visibility checks pass.
+	if _, err := pool.ExecContext(ctx,
+		`INSERT INTO paliad.project_teams (project_id, user_id, role, responsibility, inherited)
+		 VALUES ($1, $2, 'lead', 'lead', false)`, projectID, owner); err != nil {
+		t.Fatalf("seed project_teams: %v", err)
+	}
+
+	// Wire up the service with the real project + flag deps so dual-
+	// write hits live tables. NewProjectService + NewScenarioFlags
+	// match the production wiring in cmd/server/main.go.
+	userSvc := NewUserService(pool)
+	projSvc := NewProjectService(pool, userSvc)
+	flagsSvc := NewScenarioFlagsService(pool, projSvc)
+	svc := NewScenarioBuilderService(pool, projSvc, flagsSvc)
+
+	// ──────────────────────────────────────────────────────────────────
+	// Phase A — Akte-backed scenario writes through to project tables.
+	// ──────────────────────────────────────────────────────────────────
+
+	akte, err := svc.CreateScenarioFromProject(ctx, owner, projectID)
+	if err != nil {
+		t.Fatalf("CreateScenarioFromProject: %v", err)
+	}
+	if akte.OriginProjectID == nil || *akte.OriginProjectID != projectID {
+		t.Fatalf("origin_project_id = %v, want %v", akte.OriginProjectID, projectID)
+	}
+	if len(akte.Proceedings) != 1 {
+		t.Fatalf("seed proceedings = %d, want 1", len(akte.Proceedings))
+	}
+	procID := akte.Proceedings[0].ID
+	if akte.Proceedings[0].PrimaryParty == nil || *akte.Proceedings[0].PrimaryParty != "defendant" {
+		t.Errorf("primary_party = %v, want defendant", akte.Proceedings[0].PrimaryParty)
+	}
+
+	// Toggle with_ccr=true via PatchProceeding. Dual-write should land
+	// the same key on projects.scenario_flags.
+	if _, err := svc.PatchProceeding(ctx, owner, akte.ID, procID, PatchProceedingInput{
+		ScenarioFlags: json.RawMessage(`{"with_ccr": true}`),
+	}); err != nil {
+		t.Fatalf("PatchProceeding (Akte): %v", err)
+	}
+	var rawProjFlags []byte
+	if err := pool.GetContext(ctx, &rawProjFlags,
+		`SELECT scenario_flags FROM paliad.projects WHERE id = $1`, projectID); err != nil {
+		t.Fatalf("read project scenario_flags: %v", err)
+	}
+	var projFlags map[string]any
+	if err := json.Unmarshal(rawProjFlags, &projFlags); err != nil {
+		t.Fatalf("decode project scenario_flags: %v", err)
+	}
+	if v, ok := projFlags["with_ccr"].(bool); !ok || !v {
+		t.Errorf("after Akte PatchProceeding, projects.scenario_flags.with_ccr = %v, want true", projFlags["with_ccr"])
+	}
+
+	// Add an event card backed by a real sequencing rule, then PATCH
+	// state='filed' with actual_date. Dual-write should insert a
+	// paliad.deadlines row (status='completed', completed_at=actual_date).
+	ev, err := svc.AddEvent(ctx, owner, akte.ID, procID, AddEventInput{
+		SequencingRuleID: &ruleID,
+		State:            ptrString("planned"),
+	})
+	if err != nil {
+		t.Fatalf("AddEvent (Akte): %v", err)
+	}
+	filedDate := mustDate(t, "2026-04-15")
+	if _, err := svc.PatchEvent(ctx, owner, akte.ID, ev.ID, PatchEventInput{
+		State:      ptrString("filed"),
+		ActualDate: &filedDate,
+	}); err != nil {
+		t.Fatalf("PatchEvent filed (Akte): %v", err)
+	}
+	var deadlineCount int
+	if err := pool.GetContext(ctx, &deadlineCount,
+		`SELECT COUNT(*) FROM paliad.deadlines
+		  WHERE project_id = $1 AND sequencing_rule_id = $2
+		    AND status = 'completed'`,
+		projectID, ruleID); err != nil {
+		t.Fatalf("count deadlines: %v", err)
+	}
+	if deadlineCount != 1 {
+		t.Errorf("after Akte PatchEvent filed, deadlines rows = %d, want 1", deadlineCount)
+	}
+
+	// ──────────────────────────────────────────────────────────────────
+	// Phase B — kontextfrei scenario does NOT touch project surfaces.
+	// ──────────────────────────────────────────────────────────────────
+
+	// Capture project scenario_flags + deadline count before the
+	// kontextfrei mutations so we can assert no change.
+	var beforeFlagsRaw []byte
+	_ = pool.GetContext(ctx, &beforeFlagsRaw,
+		`SELECT scenario_flags FROM paliad.projects WHERE id = $1`, projectID)
+	var beforeDeadlines int
+	_ = pool.GetContext(ctx, &beforeDeadlines,
+		`SELECT COUNT(*) FROM paliad.deadlines WHERE project_id = $1`, projectID)
+
+	kf, err := svc.CreateScenario(ctx, owner, CreateBuilderScenarioInput{})
+	if err != nil {
+		t.Fatalf("CreateScenario (kontextfrei): %v", err)
+	}
+	if kf.OriginProjectID != nil {
+		t.Fatalf("kontextfrei origin_project_id = %v, want nil", kf.OriginProjectID)
+	}
+	kfProc, err := svc.AddProceeding(ctx, owner, kf.ID, AddProceedingInput{
+		ProceedingTypeID: ptID,
+		PrimaryParty:     ptrString("claimant"),
+	})
+	if err != nil {
+		t.Fatalf("AddProceeding (kontextfrei): %v", err)
+	}
+	// Flag toggle on a kontextfrei scenario MUST NOT mutate the
+	// project's scenario_flags.
+	if _, err := svc.PatchProceeding(ctx, owner, kf.ID, kfProc.ID, PatchProceedingInput{
+		ScenarioFlags: json.RawMessage(`{"with_amend": true}`),
+	}); err != nil {
+		t.Fatalf("PatchProceeding (kontextfrei): %v", err)
+	}
+	var afterFlagsRaw []byte
+	if err := pool.GetContext(ctx, &afterFlagsRaw,
+		`SELECT scenario_flags FROM paliad.projects WHERE id = $1`, projectID); err != nil {
+		t.Fatalf("re-read project scenario_flags: %v", err)
+	}
+	if string(beforeFlagsRaw) != string(afterFlagsRaw) {
+		t.Errorf("kontextfrei PatchProceeding leaked into projects.scenario_flags: before=%s after=%s",
+			beforeFlagsRaw, afterFlagsRaw)
+	}
+
+	// Filed-state event on a kontextfrei scenario MUST NOT touch
+	// paliad.deadlines.
+	kfEv, err := svc.AddEvent(ctx, owner, kf.ID, kfProc.ID, AddEventInput{
+		SequencingRuleID: &ruleID,
+		State:            ptrString("planned"),
+	})
+	if err != nil {
+		t.Fatalf("AddEvent (kontextfrei): %v", err)
+	}
+	kfDate := mustDate(t, "2026-04-16")
+	if _, err := svc.PatchEvent(ctx, owner, kf.ID, kfEv.ID, PatchEventInput{
+		State:      ptrString("filed"),
+		ActualDate: &kfDate,
+	}); err != nil {
+		t.Fatalf("PatchEvent filed (kontextfrei): %v", err)
+	}
+	var afterDeadlines int
+	if err := pool.GetContext(ctx, &afterDeadlines,
+		`SELECT COUNT(*) FROM paliad.deadlines WHERE project_id = $1`, projectID); err != nil {
+		t.Fatalf("re-count deadlines: %v", err)
+	}
+	if afterDeadlines != beforeDeadlines {
+		t.Errorf("kontextfrei PatchEvent filed leaked into deadlines: before=%d after=%d",
+			beforeDeadlines, afterDeadlines)
+	}
+}
+
+// mustDate parses an ISO date or fails the test. Helper for the
+// dual-write test above.
+func mustDate(t *testing.T, s string) time.Time {
+	t.Helper()
+	d, err := time.Parse("2006-01-02", s)
+	if err != nil {
+		t.Fatalf("parse date %q: %v", s, err)
+	}
+	return d
+}
+
+// (Note: ptrString lives in rule_editor_service_test.go in this package
+// and is reused here. No second declaration needed.)

internal/services/submission_compose.go

@@ -1,93 +1,73 @@
 package services
 
-// Composer render pipeline — t-paliad-313 Slice B (design doc §9.1 +
-// §9.2). Assembles a base .docx and a draft's section rows into a
-// merged .docx ready for export.
+// Composer wrapper — bridges paliad's submission draft model
+// (SubmissionSection + SubmissionBase) to the format-neutral docforge
+// .docx composer (pkg/docforge/docx), extracted in slice 2 of the
+// docforge train (t-paliad-349 / m/paliad#157).
 //
-// Pipeline (high-level):
+// The full splice/assembly pipeline now lives in pkg/docforge/docx
+// (compose.go): macro pre-pass, anchor-pair splicing, append-before-sectPr,
+// hyperlink-rels patching, zip repack, and the final placeholder pass. This
+// wrapper does the one thing the engine must not know about — mapping
+// paliad's DB row types onto the neutral docx.Section / docx.Carrier
+// inputs. Behaviour is byte-identical to the pre-extraction composer; the
+// in-package compose_test still drives this wrapper end-to-end.
 //
-//  1. ConvertDotmToDocx pre-pass on the base bytes (idempotent on .docx).
-//  2. Locate `word/document.xml` inside the zip; pull the body XML.
-//  3. For each section in the draft (order_index ASC, included=true):
-//     render content_md_<lang> → OOXML via RenderMarkdownToOOXML using
-//     base.section_spec.stylemap.paragraph.
-//  4. Splice the rendered OOXML into the base body. Two splice modes:
-//     - Anchor mode: when the body carries `{{#section:KEY}}` /
-//       `{{/section:KEY}}` marker pairs, replace the slot's content
-//       (including the anchor paragraphs themselves) with the rendered
-//       section.
-//     - Append mode: when no anchor pair is found for a section, the
-//       rendered OOXML appends at the end of the body, just before any
-//       `<w:sectPr>` element. Sections with `included=false` are
-//       dropped silently.
-//  5. Strip any leftover unmatched anchor paragraphs.
-//  6. Re-pack the document.xml into the zip, leaving every other part
-//     untouched.
-//  7. Run the v1 SubmissionRenderer placeholder pass over the assembly
-//     so `{{path}}` placeholders inside section content (and inside
-//     the base's untouched chrome) get substituted by the merged bag.
-//     Cross-run merge in pass 2 handles autocorrect-fragmented
-//     placeholders the same as v1.
-//
-// Result: a fully-merged .docx. No new third-party Go dep — reuses
-// archive/zip + the existing SubmissionRenderer.
+// Slice note: the paragraph-level neutral document model (Document / Block
+// / Slot) the PRD §3.2 sketches lands in slice 6, where the authoring
+// importer and the format exporters actually consume it. Building it now,
+// ahead of any consumer, would be speculative and would put the
+// byte-identical guarantee at risk for no gain (PRD §4 B3 principle:
+// extractions earn their keep this cycle).
 
 import (
-	"archive/zip"
-	"bytes"
 	"context"
 	"fmt"
-	"io"
-	"regexp"
-	"sort"
-	"strings"
-	"time"
+
+	"mgit.msbls.de/m/paliad/pkg/docforge/docx"
 )
 
-// SubmissionComposer assembles base + sections into a final .docx.
-// Stateless; safe for concurrent use.
+// SubmissionComposer assembles a base + a draft's sections into a final
+// .docx. Stateless; safe for concurrent use.
 type SubmissionComposer struct {
-	renderer *SubmissionRenderer
+	inner *docx.Composer
 }
 
-// NewSubmissionComposer wires the composer. The renderer is required —
-// a nil renderer is a programmer error and the composer panics at
+// NewSubmissionComposer wires the composer. The renderer is required — a
+// nil renderer is a programmer error and the composer panics at
 // construction.
 func NewSubmissionComposer(renderer *SubmissionRenderer) *SubmissionComposer {
-	if renderer == nil {
-		panic("submission composer: renderer required")
-	}
-	return &SubmissionComposer{renderer: renderer}
+	return &SubmissionComposer{inner: docx.NewComposer(renderer)}
 }
 
-// ComposeOptions carries the per-call composition inputs.
+// ComposeOptions carries the per-call composition inputs in paliad's own
+// terms (SubmissionSection rows + the SubmissionBase chrome).
 type ComposeOptions struct {
-	// Sections are the draft's section rows in display order. The
-	// composer renders included sections; excluded rows are dropped.
-	// Caller is responsible for visibility — by the time the composer
-	// runs, the section rows have already been gated through
-	// SubmissionDraftService.Get + can_see_project.
+	// Sections are the draft's section rows in display order. Included
+	// sections render; excluded rows are dropped. The caller is
+	// responsible for visibility — by the time the composer runs the rows
+	// have already been gated through SubmissionDraftService.Get +
+	// can_see_project.
 	Sections []SubmissionSection
 
-	// Base supplies the document chrome (.docx body host) plus the
-	// stylemap for the MD walker. Must not be nil.
+	// Base supplies the document chrome plus the stylemap for the MD
+	// walker. Must not be nil.
 	Base *SubmissionBase
 
-	// BaseBytes is the raw .docx bytes for the base. Typically fetched
+	// BaseBytes is the raw .docx bytes for the base, typically fetched
 	// from Gitea via the existing template cache.
 	BaseBytes []byte
 
-	// Lang ('de' or 'en') selects which content_md_* column the
-	// composer reads per section. Defaults to 'de' if empty.
+	// Lang ('de' or 'en') selects which content_md_* column the composer
+	// reads per section. Defaults to 'de' if empty.
 	Lang string
 
-	// Vars is the merged placeholder bag the v1 renderer pass
-	// substitutes after the composer assembly. Passed straight through
-	// to SubmissionRenderer.Render.
+	// Vars is the merged placeholder bag the renderer pass substitutes
+	// after assembly.
 	Vars PlaceholderMap
 
-	// Missing translates an unbound placeholder key into the marker
-	// the lawyer sees in Word. Passed straight to the renderer.
+	// Missing translates an unbound placeholder key into the marker the
+	// lawyer sees in Word.
 	Missing MissingPlaceholderFn
 }
 
@@ -96,512 +76,24 @@ func (c *SubmissionComposer) Compose(ctx context.Context, opts ComposeOptions) (
 	if opts.Base == nil {
 		return nil, fmt.Errorf("submission compose: base required")
 	}
-	_ = ctx // reserved for cancellation propagation in later slices
-	sections := opts.Sections
-
-	// Pre-pass: strip macros so the base reads as a plain .docx zip.
-	cleanBytes, err := ConvertDotmToDocx(opts.BaseBytes)
-	if err != nil {
-		return nil, fmt.Errorf("submission compose: convert base: %w", err)
-	}
-
-	// Locate + extract word/document.xml so we can splice in-place.
-	documentXML, otherParts, err := splitBaseZip(cleanBytes)
-	if err != nil {
-		return nil, err
-	}
-
-	// Per-compose hyperlink allocator. Each unique URL gets a fresh
-	// rId outside the base's existing namespace. The post-pass
-	// (patchDocumentXMLRels) writes the matching Relationship rows
-	// before the zip is repacked. Slice D adds inline `[label](url)`
-	// hyperlink support.
-	linkAlloc := newComposerLinkAllocator()
-
-	// Build the rendered-section map: section_key → OOXML span.
-	stylemap := opts.Base.SectionSpec.Stylemap
-	rendered := make(map[string]string, len(sections))
-	keptSections := make([]SubmissionSection, 0, len(sections))
-	for _, sec := range sections {
-		if !sec.Included {
-			continue
+	secs := make([]docx.Section, len(opts.Sections))
+	for i, s := range opts.Sections {
+		secs[i] = docx.Section{
+			Key:         s.SectionKey,
+			OrderIndex:  s.OrderIndex,
+			Included:    s.Included,
+			ContentMDDE: s.ContentMDDE,
+			ContentMDEN: s.ContentMDEN,
 		}
-		md := sec.ContentMDDE
-		if strings.EqualFold(opts.Lang, "en") {
-			md = sec.ContentMDEN
-		}
-		rendered[sec.SectionKey] = RenderMarkdownToOOXMLWithStyles(md, stylemap, linkAlloc.Alloc)
-		keptSections = append(keptSections, sec)
 	}
-	// Stable order — already sorted ascending by ListForDraft, but
-	// belt-and-braces in case the caller swaps the ordering policy
-	// later.
-	sort.SliceStable(keptSections, func(i, j int) bool {
-		return keptSections[i].OrderIndex < keptSections[j].OrderIndex
+	return c.inner.Compose(ctx, docx.ComposeOptions{
+		Sections: secs,
+		Carrier: docx.Carrier{
+			Bytes:    opts.BaseBytes,
+			Stylemap: opts.Base.SectionSpec.Stylemap,
+		},
+		Lang:    opts.Lang,
+		Vars:    opts.Vars,
+		Missing: opts.Missing,
 	})
-
-	assembledBody := spliceSections(documentXML, rendered, keptSections, sections)
-
-	// Slice D hyperlink patch: when the walker emitted hyperlink rIds
-	// for inline `[label](url)` links, the base's
-	// word/_rels/document.xml.rels needs matching <Relationship>
-	// entries so Word can resolve the rIds. Mutates one zip part in
-	// otherParts (or appends if missing).
-	if linkAlloc.HasLinks() {
-		updatedParts, err := patchDocumentXMLRels(otherParts, linkAlloc.Pairs())
-		if err != nil {
-			return nil, err
-		}
-		otherParts = updatedParts
-	}
-
-	// Re-pack into a zip with the assembled document.xml. All other
-	// parts (styles, fonts, headers, footers, theme, settings) pass
-	// through bit-for-bit at their original mtime + compression.
-	repacked, err := repackBaseZip(otherParts, assembledBody)
-	if err != nil {
-		return nil, err
-	}
-
-	// Final pass: substitute placeholders against the merged bag. The
-	// existing renderer handles cross-run fragmentation, the `{{rule.X}}`
-	// alias contract, and the missing-marker emission. Reusing it
-	// guarantees v1's placeholder grammar stays intact inside section
-	// content + base chrome.
-	merged, err := c.renderer.Render(repacked, opts.Vars, opts.Missing)
-	if err != nil {
-		return nil, fmt.Errorf("submission compose: placeholder pass: %w", err)
-	}
-	return merged, nil
-}
-
-// ─────────────────────────────────────────────────────────────────────
-// Section splicing
-// ─────────────────────────────────────────────────────────────────────
-
-// Anchor markers as they appear inside a <w:t> text node. We don't
-// need a full XML parse — finding the marker text inside the body is
-// sufficient because:
-//   - {{ and }} are never legitimate document content (placeholders
-//     follow the same convention everywhere else in paliad).
-//   - The anchor key grammar [A-Za-z0-9_]+ rules out any HTML/XML
-//     special characters.
-//   - Each anchor lives in exactly one <w:t>...<w:t>, which lives in
-//     exactly one <w:r>...</w:r>, which lives in exactly one
-//     <w:p>...</w:p>. We expand from the marker outward to find the
-//     enclosing <w:p> span and drop the entire paragraph as part of
-//     the splice.
-//
-// RE2 has no lookahead, so the "find enclosing <w:p>" logic is
-// implemented as manual byte-index search around the marker hit
-// (anchorParagraphSpan below) rather than a single regex pattern.
-
-const (
-	anchorOpenPrefix  = "{{#section:"
-	anchorClosePrefix = "{{/section:"
-	anchorSuffix      = "}}"
-)
-
-// anchorKeyRegex validates that the captured anchor key is a clean
-// identifier. Keys that include other characters (which can't actually
-// appear in our authored .docx) are treated as no match.
-var anchorKeyRegex = regexp.MustCompile(`^[A-Za-z0-9_]+$`)
-
-// anchorPair records the byte span of one matched anchor pair inside
-// the body — from the start of the opening anchor's <w:p> element
-// through the end of the closing anchor's </w:p>.
-type anchorPair struct {
-	key      string
-	openStart int // start of <w:p> for the opening anchor
-	closeEnd  int // index just past </w:p> for the closing anchor
-}
-
-// findAllAnchorPairs scans the body for matched open/close anchor
-// pairs. Unbalanced markers (open without close, or vice versa) are
-// dropped from the result. Returns pairs in body-order; each pair's
-// span is non-overlapping.
-func findAllAnchorPairs(body string) []anchorPair {
-	type marker struct {
-		key      string
-		paraStart int
-		paraEnd   int
-		isOpen   bool
-	}
-	var markers []marker
-
-	collect := func(prefix string, isOpen bool) {
-		offset := 0
-		for {
-			idx := strings.Index(body[offset:], prefix)
-			if idx < 0 {
-				return
-			}
-			start := offset + idx
-			suffixIdx := strings.Index(body[start+len(prefix):], anchorSuffix)
-			if suffixIdx < 0 {
-				return
-			}
-			key := body[start+len(prefix) : start+len(prefix)+suffixIdx]
-			if !anchorKeyRegex.MatchString(key) {
-				offset = start + len(prefix)
-				continue
-			}
-			markerEnd := start + len(prefix) + suffixIdx + len(anchorSuffix)
-			pStart, pEnd, ok := paragraphSpanAround(body, start, markerEnd)
-			if !ok {
-				offset = markerEnd
-				continue
-			}
-			markers = append(markers, marker{key: key, paraStart: pStart, paraEnd: pEnd, isOpen: isOpen})
-			offset = pEnd
-		}
-	}
-	collect(anchorOpenPrefix, true)
-	collect(anchorClosePrefix, false)
-
-	// Walk markers in body-order, matching each open with the next
-	// close that carries the same key.
-	sort.SliceStable(markers, func(i, j int) bool {
-		return markers[i].paraStart < markers[j].paraStart
-	})
-	var pairs []anchorPair
-	openStack := map[string]marker{}
-	for _, m := range markers {
-		if m.isOpen {
-			openStack[m.key] = m
-			continue
-		}
-		o, ok := openStack[m.key]
-		if !ok {
-			continue
-		}
-		pairs = append(pairs, anchorPair{
-			key:       m.key,
-			openStart: o.paraStart,
-			closeEnd:  m.paraEnd,
-		})
-		delete(openStack, m.key)
-	}
-	return pairs
-}
-
-// paragraphSpanAround returns the byte span of the smallest `<w:p>...</w:p>`
-// element that fully contains the byte range [markerStart, markerEnd).
-// Returns false when the byte range doesn't sit inside a single
-// paragraph (which would mean the marker survived a cross-paragraph
-// edit — defensive guard, shouldn't happen in well-formed input).
-func paragraphSpanAround(body string, markerStart, markerEnd int) (int, int, bool) {
-	// Walk backwards to find the nearest unclosed <w:p ... > opening.
-	// Since <w:p> doesn't nest, the nearest <w:p before markerStart is
-	// the enclosing paragraph's opening tag.
-	pStart := -1
-	cursor := markerStart
-	for cursor > 0 {
-		idx := strings.LastIndex(body[:cursor], "<w:p")
-		if idx < 0 {
-			break
-		}
-		// Confirm this is a paragraph open, not a different
-		// w:p-prefixed tag (e.g. <w:pPr>).
-		if idx+4 <= len(body) {
-			after := body[idx+4]
-			if after == ' ' || after == '>' || after == '/' {
-				// <w:p ...> or <w:p>; not <w:pPr>.
-				close := strings.Index(body[idx:], ">")
-				if close < 0 {
-					return 0, 0, false
-				}
-				pStart = idx
-				break
-			}
-		}
-		cursor = idx
-	}
-	if pStart < 0 {
-		return 0, 0, false
-	}
-	// Walk forward to find the matching </w:p>. <w:p> doesn't nest so
-	// the next </w:p> after the marker is the close.
-	pEndIdx := strings.Index(body[markerEnd:], "</w:p>")
-	if pEndIdx < 0 {
-		return 0, 0, false
-	}
-	pEnd := markerEnd + pEndIdx + len("</w:p>")
-	return pStart, pEnd, true
-}
-
-// spliceSections replaces anchor slots with rendered sections and
-// appends any unanchored sections before sectPr. Returns the assembled
-// document.xml body.
-func spliceSections(documentXML []byte, rendered map[string]string, kept []SubmissionSection, all []SubmissionSection) []byte {
-	body := string(documentXML)
-	pairs := findAllAnchorPairs(body)
-
-	// Build a lookup of kept section keys for quick membership tests.
-	keptByKey := map[string]int{}
-	for i, sec := range kept {
-		keptByKey[sec.SectionKey] = i
-	}
-	allByKey := map[string]int{}
-	for i, sec := range all {
-		allByKey[sec.SectionKey] = i
-	}
-
-	matchedKeys := map[string]bool{}
-
-	// Walk pairs in REVERSE body-order so slice mutations don't shift
-	// later offsets.
-	sort.SliceStable(pairs, func(i, j int) bool {
-		return pairs[i].openStart > pairs[j].openStart
-	})
-	for _, p := range pairs {
-		replacement := ""
-		if idx, ok := keptByKey[p.key]; ok {
-			replacement = rendered[p.key]
-			matchedKeys[p.key] = true
-			_ = idx
-		} else if _, isOnDraft := allByKey[p.key]; isOnDraft {
-			// Anchor matches an excluded section on the draft — drop
-			// the entire slot.
-			replacement = ""
-		} else {
-			// Anchor doesn't match any section on this draft — drop
-			// to leave the base's chrome unbroken.
-			replacement = ""
-		}
-		body = body[:p.openStart] + replacement + body[p.closeEnd:]
-	}
-
-	// Append unanchored sections before sectPr in order_index ASC.
-	var unanchored strings.Builder
-	for _, sec := range kept {
-		if matchedKeys[sec.SectionKey] {
-			continue
-		}
-		unanchored.WriteString(rendered[sec.SectionKey])
-	}
-	if unanchored.Len() > 0 {
-		body = appendBeforeSectPr(body, unanchored.String())
-	}
-
-	return []byte(body)
-}
-
-// appendBeforeSectPr inserts content immediately before the first
-// `<w:sectPr` element in the body, or at the end of the body if there
-// is none. Word documents conventionally close the body with a sectPr
-// describing page setup; we want to land sections before that element
-// so they show up on the actual pages.
-var sectPrRegex = regexp.MustCompile(`<w:sectPr\b`)
-
-func appendBeforeSectPr(body, content string) string {
-	loc := sectPrRegex.FindStringIndex(body)
-	if loc == nil {
-		// No sectPr → append before `</w:body>` if present, else at
-		// the very end.
-		idx := strings.LastIndex(body, "</w:body>")
-		if idx < 0 {
-			return body + content
-		}
-		return body[:idx] + content + body[idx:]
-	}
-	return body[:loc[0]] + content + body[loc[0]:]
-}
-
-// ─────────────────────────────────────────────────────────────────────
-// Zip plumbing
-// ─────────────────────────────────────────────────────────────────────
-
-// baseZipPart captures one zip entry we kept aside while extracting
-// document.xml.
-type baseZipPart struct {
-	name    string
-	method  uint16
-	modTime int64 // wall seconds; converted back to time.Time on repack
-	body    []byte
-}
-
-// splitBaseZip extracts document.xml and returns it alongside every
-// other zip entry, ready for repacking.
-func splitBaseZip(cleanBytes []byte) ([]byte, []baseZipPart, error) {
-	zr, err := zip.NewReader(bytes.NewReader(cleanBytes), int64(len(cleanBytes)))
-	if err != nil {
-		return nil, nil, fmt.Errorf("submission compose: open base zip: %w", err)
-	}
-	var documentXML []byte
-	parts := make([]baseZipPart, 0, len(zr.File))
-	for _, f := range zr.File {
-		body, err := readZipEntry(f)
-		if err != nil {
-			return nil, nil, fmt.Errorf("submission compose: read %s: %w", f.Name, err)
-		}
-		if f.Name == "word/document.xml" {
-			documentXML = body
-			parts = append(parts, baseZipPart{name: f.Name, method: f.Method, modTime: f.Modified.Unix(), body: nil})
-			continue
-		}
-		parts = append(parts, baseZipPart{name: f.Name, method: f.Method, modTime: f.Modified.Unix(), body: body})
-	}
-	if documentXML == nil {
-		return nil, nil, fmt.Errorf("submission compose: base zip missing word/document.xml")
-	}
-	return documentXML, parts, nil
-}
-
-// repackBaseZip rebuilds the zip, swapping document.xml for the
-// assembled body and leaving every other part untouched.
-func repackBaseZip(parts []baseZipPart, assembledBody []byte) ([]byte, error) {
-	var out bytes.Buffer
-	zw := zip.NewWriter(&out)
-	for _, p := range parts {
-		hdr := &zip.FileHeader{
-			Name:   p.name,
-			Method: p.method,
-		}
-		if p.modTime > 0 {
-			hdr.Modified = time.Unix(p.modTime, 0)
-		}
-		w, err := zw.CreateHeader(hdr)
-		if err != nil {
-			return nil, fmt.Errorf("submission compose: write header %s: %w", p.name, err)
-		}
-		body := p.body
-		if p.name == "word/document.xml" {
-			body = assembledBody
-		}
-		if _, err := w.Write(body); err != nil {
-			return nil, fmt.Errorf("submission compose: write body %s: %w", p.name, err)
-		}
-	}
-	if err := zw.Close(); err != nil {
-		return nil, fmt.Errorf("submission compose: finalise zip: %w", err)
-	}
-	return out.Bytes(), nil
-}
-
-func readZipEntry(f *zip.File) ([]byte, error) {
-	rc, err := f.Open()
-	if err != nil {
-		return nil, err
-	}
-	defer rc.Close()
-	return io.ReadAll(rc)
-}
-
-// ─────────────────────────────────────────────────────────────────────
-// Slice D — hyperlink wiring
-// ─────────────────────────────────────────────────────────────────────
-
-// composerLinkAllocator hands out fresh rIds for inline hyperlink
-// targets discovered by the MD walker. Each unique URL gets one rId
-// (deduped — repeated links to the same URL share one Relationship).
-// Allocations land outside the base's rId namespace by prefixing with
-// "rIdComposer" so they can't collide with existing relationships.
-type composerLinkAllocator struct {
-	next  int
-	byURL map[string]string
-	order []string // URLs in allocation order
-}
-
-func newComposerLinkAllocator() *composerLinkAllocator {
-	return &composerLinkAllocator{byURL: map[string]string{}}
-}
-
-// Alloc returns the rId for url, allocating one on first sight.
-func (a *composerLinkAllocator) Alloc(url string) string {
-	if rid, ok := a.byURL[url]; ok {
-		return rid
-	}
-	a.next++
-	rid := fmt.Sprintf("rIdComposer%d", a.next)
-	a.byURL[url] = rid
-	a.order = append(a.order, url)
-	return rid
-}
-
-// HasLinks reports whether any links were allocated during this compose.
-func (a *composerLinkAllocator) HasLinks() bool {
-	return len(a.order) > 0
-}
-
-// Pairs returns the (rId, URL) pairs in allocation order. The
-// document.xml.rels patcher consumes this to emit <Relationship>
-// elements.
-func (a *composerLinkAllocator) Pairs() [][2]string {
-	pairs := make([][2]string, 0, len(a.order))
-	for _, url := range a.order {
-		pairs = append(pairs, [2]string{a.byURL[url], url})
-	}
-	return pairs
-}
-
-// patchDocumentXMLRels mutates the word/_rels/document.xml.rels entry
-// in `parts` to append the given (rId, URL) pairs as hyperlink
-// relationships. If the rels part doesn't exist (some bases omit it
-// when the body has no relationships), this function appends a fresh
-// part with the minimal Relationships wrapper.
-//
-// Idempotent on (rId, URL) pairs already present (e.g. when a base
-// already references the URL for some other reason).
-//
-// Returns the (possibly extended) parts slice — callers must overwrite
-// their reference because the append in the no-rels-yet case grows the
-// backing array.
-func patchDocumentXMLRels(parts []baseZipPart, pairs [][2]string) ([]baseZipPart, error) {
-	const path = "word/_rels/document.xml.rels"
-	const hyperlinkType = "http://schemas.openxmlformats.org/officeDocument/2006/relationships/hyperlink"
-
-	existingIdx := -1
-	for i := range parts {
-		if parts[i].name == path {
-			existingIdx = i
-			break
-		}
-	}
-
-	var body string
-	if existingIdx >= 0 {
-		body = string(parts[existingIdx].body)
-	} else {
-		body = `<?xml version="1.0" encoding="UTF-8" standalone="yes"?>` +
-			`<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships"></Relationships>`
-	}
-
-	var inserts strings.Builder
-	for _, p := range pairs {
-		rid := p[0]
-		url := p[1]
-		if strings.Contains(body, `Id="`+rid+`"`) {
-			continue
-		}
-		inserts.WriteString(`<Relationship Id="`)
-		inserts.WriteString(xmlAttrEscape(rid))
-		inserts.WriteString(`" Type="`)
-		inserts.WriteString(hyperlinkType)
-		inserts.WriteString(`" Target="`)
-		inserts.WriteString(xmlAttrEscape(url))
-		inserts.WriteString(`" TargetMode="External"/>`)
-	}
-
-	if inserts.Len() == 0 {
-		return parts, nil
-	}
-
-	closeIdx := strings.LastIndex(body, "</Relationships>")
-	if closeIdx < 0 {
-		return parts, fmt.Errorf("submission compose: malformed document.xml.rels (no closing tag)")
-	}
-	patched := body[:closeIdx] + inserts.String() + body[closeIdx:]
-
-	if existingIdx >= 0 {
-		parts[existingIdx].body = []byte(patched)
-		return parts, nil
-	}
-	parts = append(parts, baseZipPart{
-		name:    path,
-		method:  zip.Deflate,
-		modTime: time.Now().Unix(),
-		body:    []byte(patched),
-	})
-	return parts, nil
 }

internal/services/submission_vars.go

@@ -47,6 +47,7 @@ import (
 
 	"mgit.msbls.de/m/paliad/internal/branding"
 	"mgit.msbls.de/m/paliad/internal/models"
+	"mgit.msbls.de/m/paliad/pkg/docforge"
 )
 
 // SubmissionVarsService assembles the placeholder map.
@@ -151,17 +152,20 @@ func (s *SubmissionVarsService) Build(ctx context.Context, in SubmissionVarsCont
 	if lang == "" {
 		lang = "de"
 	}
-	bag := PlaceholderMap{}
-	addFirmVars(bag)
-	addTodayVars(bag, time.Now())
-	addUserVars(bag, user)
-	addRuleVars(bag, rule, lang)
+	// firm / today / user / procedural_event apply to every render,
+	// project-bound or not. Each resolver wraps the matching addXxxVars
+	// builder (unchanged); ResolverSet.BuildBag runs them into one bag.
+	resolvers := []docforge.VariableResolver{
+		firmResolver{},
+		todayResolver{now: time.Now()},
+		userResolver{user: user},
+		proceduralEventResolver{rule: rule, lang: lang},
+	}
 
 	out := &SubmissionVarsResult{
-		Placeholders: bag,
-		User:         user,
-		Rule:         rule,
-		Lang:         lang,
+		User: user,
+		Rule: rule,
+		Lang: lang,
 	}
 
 	if in.ProjectID == nil {
@@ -169,6 +173,7 @@ func (s *SubmissionVarsService) Build(ctx context.Context, in SubmissionVarsCont
 		// deadline state to resolve. The lawyer's overrides will fill
 		// the placeholder map; missing keys render as
 		// [KEIN WERT: …] / [NO VALUE: …] in the preview.
+		out.Placeholders = docforge.NewResolverSet(resolvers...).BuildBag()
 		return out, nil
 	}
 
@@ -195,14 +200,17 @@ func (s *SubmissionVarsService) Build(ctx context.Context, in SubmissionVarsCont
 		return nil, err
 	}
 
-	addProjectVars(bag, project, pt, lang)
-	addPartyVars(bag, filterPartiesBySelection(parties, in.SelectedParties))
-	addDeadlineVars(bag, next, project, lang)
+	resolvers = append(resolvers,
+		projectResolver{project: project, pt: pt, lang: lang},
+		partiesResolver{parties: filterPartiesBySelection(parties, in.SelectedParties)},
+		deadlineResolver{deadline: next, project: project, lang: lang},
+	)
 
 	out.Project = project
 	out.ProceedingType = pt
 	out.Parties = parties
 	out.NextDeadline = next
+	out.Placeholders = docforge.NewResolverSet(resolvers...).BuildBag()
 	return out, nil
 }
 

internal/services/submission_vars_pretty_test.go

@@ -0,0 +1,81 @@
+package services
+
+// Pretty-printer tests for the variable-resolution layer (legalSourcePretty,
+// ourSideDE/EN, patentNumberUPC). These live with submission_vars.go;
+// they were relocated out of the docx engine test suite when the
+// .docx renderer moved to pkg/docforge/docx (t-paliad-349 slice 1).
+
+import "testing"
+
+func TestLegalSourcePretty(t *testing.T) {
+	tests := []struct {
+		src, lang, want string
+	}{
+		{"DE.ZPO.276.1", "de", "§ 276 Abs. 1 ZPO"},
+		{"DE.ZPO.276.1", "en", "Section 276(1) ZPO"},
+		{"DE.ZPO.253", "de", "§ 253 ZPO"},
+		{"DE.ZPO.253", "en", "Section 253 ZPO"},
+		{"UPC.RoP.23.1", "de", "Regel 23.1 VerfO UPC"},
+		{"UPC.RoP.23.1", "en", "Rule 23.1 RoP UPC"},
+		{"UPC.RoP.198", "de", "Regel 198 VerfO UPC"},
+		{"DE.PatG.83", "de", "§ 83 PatG"},
+		{"EPC.123", "de", "Art. 123 EPÜ"},
+		{"EPC.123", "en", "Art. 123 EPC"},
+		{"FOO.BAR.123", "de", "FOO.BAR.123"},
+		{"", "de", ""},
+	}
+	for _, tc := range tests {
+		t.Run(tc.src+"/"+tc.lang, func(t *testing.T) {
+			got := legalSourcePretty(tc.src, tc.lang)
+			if got != tc.want {
+				t.Errorf("legalSourcePretty(%q, %q) = %q, want %q", tc.src, tc.lang, got, tc.want)
+			}
+		})
+	}
+}
+
+func TestOurSideTranslations(t *testing.T) {
+	cases := []struct {
+		in, wantDE, wantEN string
+	}{
+		{"claimant", "Klägerin", "Claimant"},
+		{"defendant", "Beklagte", "Defendant"},
+		{"court", "Gericht", "Court"},
+		{"both", "Klägerin und Beklagte", "Claimant and Defendant"},
+		{"", "", ""},
+		{"unknown", "", ""},
+	}
+	for _, tc := range cases {
+		t.Run(tc.in, func(t *testing.T) {
+			if got := ourSideDE(tc.in); got != tc.wantDE {
+				t.Errorf("ourSideDE(%q) = %q, want %q", tc.in, got, tc.wantDE)
+			}
+			if got := ourSideEN(tc.in); got != tc.wantEN {
+				t.Errorf("ourSideEN(%q) = %q, want %q", tc.in, got, tc.wantEN)
+			}
+		})
+	}
+}
+
+func TestPatentNumberUPC(t *testing.T) {
+	tests := []struct {
+		in, want string
+	}{
+		{"EP 1 234 567 B1", "EP 1 234 567 (B1)"},
+		{"EP 4 056 049 A1", "EP 4 056 049 (A1)"},
+		{"DE 10 2020 123 456 A1", "DE 10 2020 123 456 (A1)"},
+		{"EP 1 234 567", "EP 1 234 567"},
+		{"  EP 1 234 567 B1  ", "EP 1 234 567 (B1)"},
+		{"", ""},
+		{"WO/2023/123456", "WO/2023/123456"},
+		{"EP 1 234 567 B12", "EP 1 234 567 B12"},
+	}
+	for _, tc := range tests {
+		t.Run(tc.in, func(t *testing.T) {
+			got := patentNumberUPC(tc.in)
+			if got != tc.want {
+				t.Errorf("patentNumberUPC(%q) = %q, want %q", tc.in, got, tc.want)
+			}
+		})
+	}
+}

internal/services/submission_vars_resolvers.go

@@ -0,0 +1,87 @@
+package services
+
+// Variable resolvers — the paliad-side implementations of
+// docforge.VariableResolver (t-paliad-349 slice 3). Each wraps one of the
+// addXxxVars push-builders, capturing the entity it needs, so the proven
+// builder bodies stay byte-for-byte unchanged while the composition moves
+// behind the docforge.ResolverSet seam. SubmissionVarsService.Build wires
+// the applicable resolvers and calls ResolverSet.BuildBag().
+//
+// These live in paliad (not docforge) because they read paliad's domain
+// model — branding, user, project, parties, deadline_rules, deadlines. A
+// second docforge consumer implements its own resolvers against its own
+// data and plugs them into a ResolverSet the same way.
+
+import (
+	"time"
+
+	"mgit.msbls.de/m/paliad/internal/models"
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+)
+
+// Compile-time conformance: each resolver satisfies docforge.VariableResolver.
+var (
+	_ docforge.VariableResolver = firmResolver{}
+	_ docforge.VariableResolver = todayResolver{}
+	_ docforge.VariableResolver = userResolver{}
+	_ docforge.VariableResolver = proceduralEventResolver{}
+	_ docforge.VariableResolver = projectResolver{}
+	_ docforge.VariableResolver = partiesResolver{}
+	_ docforge.VariableResolver = deadlineResolver{}
+)
+
+// firmResolver populates firm.* from process-wide branding.
+type firmResolver struct{}
+
+func (firmResolver) Namespace() string           { return "firm" }
+func (firmResolver) Populate(bag PlaceholderMap) { addFirmVars(bag) }
+
+// todayResolver populates today.* from the build-time clock.
+type todayResolver struct{ now time.Time }
+
+func (todayResolver) Namespace() string             { return "today" }
+func (r todayResolver) Populate(bag PlaceholderMap) { addTodayVars(bag, r.now) }
+
+// userResolver populates user.* from the caller's row.
+type userResolver struct{ user *models.User }
+
+func (userResolver) Namespace() string             { return "user" }
+func (r userResolver) Populate(bag PlaceholderMap) { addUserVars(bag, r.user) }
+
+// proceduralEventResolver populates procedural_event.* and the legacy
+// rule.* alias from the published deadline_rule.
+type proceduralEventResolver struct {
+	rule *models.DeadlineRule
+	lang string
+}
+
+func (proceduralEventResolver) Namespace() string             { return "procedural_event" }
+func (r proceduralEventResolver) Populate(bag PlaceholderMap) { addRuleVars(bag, r.rule, r.lang) }
+
+// projectResolver populates project.* from the project + its proceeding type.
+type projectResolver struct {
+	project *models.Project
+	pt      *models.ProceedingType
+	lang    string
+}
+
+func (projectResolver) Namespace() string             { return "project" }
+func (r projectResolver) Populate(bag PlaceholderMap) { addProjectVars(bag, r.project, r.pt, r.lang) }
+
+// partiesResolver populates parties.* from the (already filtered) party list.
+type partiesResolver struct{ parties []models.Party }
+
+func (partiesResolver) Namespace() string             { return "parties" }
+func (r partiesResolver) Populate(bag PlaceholderMap) { addPartyVars(bag, r.parties) }
+
+// deadlineResolver populates deadline.* from the next pending deadline.
+type deadlineResolver struct {
+	deadline *models.Deadline
+	project  *models.Project
+	lang     string
+}
+
+func (deadlineResolver) Namespace() string { return "deadline" }
+func (r deadlineResolver) Populate(bag PlaceholderMap) {
+	addDeadlineVars(bag, r.deadline, r.project, r.lang)
+}

internal/services/template_store.go

@@ -0,0 +1,390 @@
+package services
+
+// PgTemplateStore — paliad's Postgres implementation of
+// docforge.TemplateStore (t-paliad-349 slice 4). The carrier .docx bytes
+// live in a bytea column (paliad.template_versions.carrier_blob); the
+// stylemap is jsonb; slots are rows in paliad.template_slots. Versioning is
+// snapshot-at-create: Create makes version 1 and pins it as current,
+// AddVersion inserts the next version and re-points current.
+//
+// docforge owns the interface + the neutral types; this is the paliad-side
+// data binding. No handler wires this yet — the authoring surface (slice 6)
+// and generation-on-templates (slice 7) are the consumers.
+
+import (
+	"context"
+	"database/sql"
+	"encoding/json"
+	"errors"
+	"fmt"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+)
+
+// PgTemplateStore implements docforge.TemplateStore against Postgres.
+type PgTemplateStore struct {
+	db *sqlx.DB
+}
+
+// compile-time conformance.
+var _ docforge.TemplateStore = (*PgTemplateStore)(nil)
+
+// NewPgTemplateStore wires the store.
+func NewPgTemplateStore(db *sqlx.DB) *PgTemplateStore {
+	return &PgTemplateStore{db: db}
+}
+
+// templateMetaRow scans the catalog metadata + the current version number
+// (via LEFT JOIN, 0 when no version pinned yet).
+type templateMetaRow struct {
+	ID           uuid.UUID `db:"id"`
+	Slug         *string   `db:"slug"`
+	NameDE       string    `db:"name_de"`
+	NameEN       string    `db:"name_en"`
+	Kind         string    `db:"kind"`
+	SourceFormat string    `db:"source_format"`
+	Firm         *string   `db:"firm"`
+	IsActive     bool      `db:"is_active"`
+	Version      int       `db:"version"`
+}
+
+func (r templateMetaRow) toMeta() docforge.TemplateMeta {
+	return docforge.TemplateMeta{
+		ID:           r.ID.String(),
+		Slug:         derefString(r.Slug),
+		NameDE:       r.NameDE,
+		NameEN:       r.NameEN,
+		Kind:         r.Kind,
+		SourceFormat: r.SourceFormat,
+		Firm:         derefString(r.Firm),
+		IsActive:     r.IsActive,
+		Version:      r.Version,
+	}
+}
+
+const templateMetaColumns = `t.id, t.slug, t.name_de, t.name_en, t.kind,
+                             t.source_format, t.firm, t.is_active,
+                             COALESCE(v.version, 0) AS version`
+
+const templateMetaFrom = `FROM paliad.templates t
+                          LEFT JOIN paliad.template_versions v
+                                 ON v.id = t.current_version_id`
+
+// List returns catalog metadata for matching templates, without carrier
+// bytes.
+func (s *PgTemplateStore) List(ctx context.Context, f docforge.TemplateFilter) ([]docforge.TemplateMeta, error) {
+	q := `SELECT ` + templateMetaColumns + ` ` + templateMetaFrom + ` WHERE 1=1`
+	var args []any
+	if f.ActiveOnly {
+		q += ` AND t.is_active`
+	}
+	if f.Firm != "" {
+		args = append(args, f.Firm)
+		q += fmt.Sprintf(` AND (t.firm = $%d OR t.firm IS NULL)`, len(args))
+	}
+	if f.Kind != "" {
+		args = append(args, f.Kind)
+		q += fmt.Sprintf(` AND t.kind = $%d`, len(args))
+	}
+	q += ` ORDER BY COALESCE(t.firm, ''), t.name_de`
+
+	var rows []templateMetaRow
+	if err := s.db.SelectContext(ctx, &rows, q, args...); err != nil {
+		return nil, fmt.Errorf("list templates: %w", err)
+	}
+	out := make([]docforge.TemplateMeta, len(rows))
+	for i := range rows {
+		out[i] = rows[i].toMeta()
+	}
+	return out, nil
+}
+
+// Get resolves a template to its current version.
+func (s *PgTemplateStore) Get(ctx context.Context, id string) (*docforge.Template, error) {
+	tid, err := uuid.Parse(id)
+	if err != nil {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	var meta templateMetaRow
+	err = s.db.GetContext(ctx, &meta,
+		`SELECT `+templateMetaColumns+` `+templateMetaFrom+` WHERE t.id = $1`, tid)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	if err != nil {
+		return nil, fmt.Errorf("get template: %w", err)
+	}
+	tmpl := &docforge.Template{TemplateMeta: meta.toMeta()}
+	if meta.Version == 0 {
+		// No version pinned yet — return metadata only (carrier empty).
+		return tmpl, nil
+	}
+	if err := s.loadCurrentVersionContent(ctx, tid, tmpl); err != nil {
+		return nil, err
+	}
+	return tmpl, nil
+}
+
+// GetVersion resolves a template to a specific version id — the path a
+// draft uses to render its pinned snapshot.
+func (s *PgTemplateStore) GetVersion(ctx context.Context, versionID string) (*docforge.Template, error) {
+	vid, err := uuid.Parse(versionID)
+	if err != nil {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	var vr struct {
+		TemplateID uuid.UUID `db:"template_id"`
+		Version    int       `db:"version"`
+		Carrier    []byte    `db:"carrier_blob"`
+		Stylemap   []byte    `db:"stylemap"`
+	}
+	err = s.db.GetContext(ctx, &vr,
+		`SELECT template_id, version, carrier_blob, stylemap
+		   FROM paliad.template_versions WHERE id = $1`, vid)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	if err != nil {
+		return nil, fmt.Errorf("get template version: %w", err)
+	}
+	var meta templateMetaRow
+	err = s.db.GetContext(ctx, &meta,
+		`SELECT t.id, t.slug, t.name_de, t.name_en, t.kind, t.source_format,
+		        t.firm, t.is_active, $2 AS version
+		   FROM paliad.templates t WHERE t.id = $1`, vr.TemplateID, vr.Version)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil, docforge.ErrTemplateNotFound
+	}
+	if err != nil {
+		return nil, fmt.Errorf("get template version meta: %w", err)
+	}
+	tmpl := &docforge.Template{TemplateMeta: meta.toMeta(), CarrierBytes: vr.Carrier}
+	tmpl.Stylemap = decodeStylemap(vr.Stylemap)
+	slots, err := s.loadSlots(ctx, vid)
+	if err != nil {
+		return nil, err
+	}
+	tmpl.Slots = slots
+	return tmpl, nil
+}
+
+// loadCurrentVersionContent fills carrier + stylemap + slots from the
+// template's current_version_id.
+func (s *PgTemplateStore) loadCurrentVersionContent(ctx context.Context, templateID uuid.UUID, tmpl *docforge.Template) error {
+	var vr struct {
+		ID       uuid.UUID `db:"id"`
+		Carrier  []byte    `db:"carrier_blob"`
+		Stylemap []byte    `db:"stylemap"`
+	}
+	err := s.db.GetContext(ctx, &vr,
+		`SELECT v.id, v.carrier_blob, v.stylemap
+		   FROM paliad.template_versions v
+		   JOIN paliad.templates t ON t.current_version_id = v.id
+		  WHERE t.id = $1`, templateID)
+	if errors.Is(err, sql.ErrNoRows) {
+		return docforge.ErrTemplateNotFound
+	}
+	if err != nil {
+		return fmt.Errorf("load current version: %w", err)
+	}
+	tmpl.CarrierBytes = vr.Carrier
+	tmpl.Stylemap = decodeStylemap(vr.Stylemap)
+	slots, err := s.loadSlots(ctx, vr.ID)
+	if err != nil {
+		return err
+	}
+	tmpl.Slots = slots
+	return nil
+}
+
+// loadSlots returns the slots placed in a version, ordered.
+func (s *PgTemplateStore) loadSlots(ctx context.Context, versionID uuid.UUID) ([]docforge.TemplateSlot, error) {
+	var rows []struct {
+		SlotKey    string  `db:"slot_key"`
+		Anchor     string  `db:"anchor"`
+		Label      *string `db:"label"`
+		OrderIndex int     `db:"order_index"`
+	}
+	err := s.db.SelectContext(ctx, &rows,
+		`SELECT slot_key, anchor, label, order_index
+		   FROM paliad.template_slots
+		  WHERE template_version_id = $1
+		  ORDER BY order_index, slot_key`, versionID)
+	if err != nil {
+		return nil, fmt.Errorf("load template slots: %w", err)
+	}
+	out := make([]docforge.TemplateSlot, len(rows))
+	for i, r := range rows {
+		out[i] = docforge.TemplateSlot{
+			Key:        r.SlotKey,
+			Anchor:     r.Anchor,
+			Label:      derefString(r.Label),
+			OrderIndex: r.OrderIndex,
+		}
+	}
+	return out, nil
+}
+
+// Create inserts a new template + its first version (version 1) and pins
+// that version as current.
+func (s *PgTemplateStore) Create(ctx context.Context, meta docforge.TemplateMetaInput, first docforge.TemplateVersionInput) (*docforge.Template, error) {
+	createdBy, err := uuid.Parse(meta.CreatedBy)
+	if err != nil {
+		return nil, fmt.Errorf("create template: invalid created_by: %w", err)
+	}
+	kind := meta.Kind
+	if kind == "" {
+		kind = "submission"
+	}
+	format := meta.SourceFormat
+	if format == "" {
+		format = "docx"
+	}
+
+	var versionID uuid.UUID
+	err = s.inTx(ctx, func(tx *sqlx.Tx) error {
+		var templateID uuid.UUID
+		if err := tx.GetContext(ctx, &templateID,
+			`INSERT INTO paliad.templates
+			     (slug, name_de, name_en, kind, source_format, firm, created_by)
+			 VALUES (NULLIF($1, ''), $2, $3, $4, $5, NULLIF($6, ''), $7)
+			 RETURNING id`,
+			meta.Slug, meta.NameDE, meta.NameEN, kind, format, meta.Firm, createdBy); err != nil {
+			return fmt.Errorf("insert template: %w", err)
+		}
+		var verr error
+		versionID, verr = insertTemplateVersion(ctx, tx, templateID, 1, first)
+		if verr != nil {
+			return verr
+		}
+		if _, err := tx.ExecContext(ctx,
+			`UPDATE paliad.templates SET current_version_id = $1, updated_at = now() WHERE id = $2`,
+			versionID, templateID); err != nil {
+			return fmt.Errorf("pin current version: %w", err)
+		}
+		return nil
+	})
+	if err != nil {
+		return nil, err
+	}
+	return s.GetVersion(ctx, versionID.String())
+}
+
+// AddVersion inserts the next version for an existing template and
+// re-points current_version to it.
+func (s *PgTemplateStore) AddVersion(ctx context.Context, templateID string, v docforge.TemplateVersionInput) (*docforge.Template, error) {
+	tid, err := uuid.Parse(templateID)
+	if err != nil {
+		return nil, docforge.ErrTemplateNotFound
+	}
+
+	var versionID uuid.UUID
+	err = s.inTx(ctx, func(tx *sqlx.Tx) error {
+		var exists bool
+		if err := tx.GetContext(ctx, &exists,
+			`SELECT EXISTS(SELECT 1 FROM paliad.templates WHERE id = $1)`, tid); err != nil {
+			return fmt.Errorf("check template exists: %w", err)
+		}
+		if !exists {
+			return docforge.ErrTemplateNotFound
+		}
+		var nextVersion int
+		if err := tx.GetContext(ctx, &nextVersion,
+			`SELECT COALESCE(MAX(version), 0) + 1 FROM paliad.template_versions WHERE template_id = $1`,
+			tid); err != nil {
+			return fmt.Errorf("next version: %w", err)
+		}
+		var verr error
+		versionID, verr = insertTemplateVersion(ctx, tx, tid, nextVersion, v)
+		if verr != nil {
+			return verr
+		}
+		if _, err := tx.ExecContext(ctx,
+			`UPDATE paliad.templates SET current_version_id = $1, updated_at = now() WHERE id = $2`,
+			versionID, tid); err != nil {
+			return fmt.Errorf("pin current version: %w", err)
+		}
+		return nil
+	})
+	if err != nil {
+		return nil, err
+	}
+	return s.GetVersion(ctx, versionID.String())
+}
+
+// insertTemplateVersion inserts a version row + its slots inside tx and
+// returns the new version id.
+func insertTemplateVersion(ctx context.Context, tx *sqlx.Tx, templateID uuid.UUID, version int, v docforge.TemplateVersionInput) (uuid.UUID, error) {
+	createdBy, err := uuid.Parse(v.CreatedBy)
+	if err != nil {
+		return uuid.Nil, fmt.Errorf("insert template version: invalid created_by: %w", err)
+	}
+	stylemap := v.Stylemap
+	if stylemap == nil {
+		stylemap = map[string]string{}
+	}
+	smJSON, err := json.Marshal(stylemap)
+	if err != nil {
+		return uuid.Nil, fmt.Errorf("marshal stylemap: %w", err)
+	}
+	var versionID uuid.UUID
+	if err := tx.GetContext(ctx, &versionID,
+		`INSERT INTO paliad.template_versions
+		     (template_id, version, carrier_blob, stylemap, created_by)
+		 VALUES ($1, $2, $3, $4, $5)
+		 RETURNING id`,
+		templateID, version, v.CarrierBytes, smJSON, createdBy); err != nil {
+		return uuid.Nil, fmt.Errorf("insert template version: %w", err)
+	}
+	for i, slot := range v.Slots {
+		order := slot.OrderIndex
+		if order == 0 {
+			order = i
+		}
+		if _, err := tx.ExecContext(ctx,
+			`INSERT INTO paliad.template_slots
+			     (template_version_id, slot_key, anchor, label, order_index)
+			 VALUES ($1, $2, $3, NULLIF($4, ''), $5)`,
+			versionID, slot.Key, slot.Anchor, slot.Label, order); err != nil {
+			return uuid.Nil, fmt.Errorf("insert template slot %q: %w", slot.Key, err)
+		}
+	}
+	return versionID, nil
+}
+
+// inTx runs fn inside a transaction, committing on success and rolling
+// back on error or panic.
+func (s *PgTemplateStore) inTx(ctx context.Context, fn func(tx *sqlx.Tx) error) error {
+	tx, err := s.db.BeginTxx(ctx, nil)
+	if err != nil {
+		return fmt.Errorf("begin tx: %w", err)
+	}
+	defer func() {
+		if p := recover(); p != nil {
+			_ = tx.Rollback()
+			panic(p)
+		}
+	}()
+	if err := fn(tx); err != nil {
+		_ = tx.Rollback()
+		return err
+	}
+	if err := tx.Commit(); err != nil {
+		return fmt.Errorf("commit tx: %w", err)
+	}
+	return nil
+}
+
+// decodeStylemap unmarshals the stylemap jsonb; an empty/invalid value
+// yields an empty map so callers never deref nil.
+func decodeStylemap(raw []byte) map[string]string {
+	out := map[string]string{}
+	if len(raw) == 0 {
+		return out
+	}
+	_ = json.Unmarshal(raw, &out)
+	return out
+}

internal/services/template_store_live_test.go

@@ -0,0 +1,146 @@
+package services
+
+// Live-DB integration tests for PgTemplateStore (t-paliad-349 slice 4).
+// Skipped when TEST_DATABASE_URL is unset, mirroring the other live-DB
+// tests. Exercises the full round-trip: Create (version 1) → Get →
+// GetVersion → AddVersion (version 2, current re-pointed) → List, asserting
+// the carrier bytes, stylemap, and slots persist and resolve intact.
+
+import (
+	"bytes"
+	"context"
+	"errors"
+	"os"
+	"testing"
+
+	"github.com/google/uuid"
+	"github.com/jmoiron/sqlx"
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/db"
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+)
+
+func TestPgTemplateStore_RoundTrip(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping live DB test")
+	}
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("apply migrations: %v", err)
+	}
+	pool, err := sqlx.Connect("postgres", url)
+	if err != nil {
+		t.Fatalf("connect: %v", err)
+	}
+	defer pool.Close()
+
+	ctx := context.Background()
+	store := NewPgTemplateStore(pool)
+	author := uuid.NewString()
+
+	carrierV1 := []byte("PK\x03\x04 fake docx carrier v1")
+	tmpl, err := store.Create(ctx,
+		docforge.TemplateMetaInput{
+			NameDE:    "Test-Vorlage",
+			NameEN:    "Test template",
+			Firm:      "HLC",
+			CreatedBy: author,
+		},
+		docforge.TemplateVersionInput{
+			CarrierBytes: carrierV1,
+			Stylemap:     map[string]string{"paragraph": "Normal", "heading_1": "Heading 1"},
+			Slots: []docforge.TemplateSlot{
+				{Key: "project.case_number", Anchor: "{{project.case_number}}", Label: "Aktenzeichen", OrderIndex: 0},
+				{Key: "parties.claimant.0.name", Anchor: "{{parties.claimant.0.name}}", OrderIndex: 1},
+			},
+			CreatedBy: author,
+		})
+	if err != nil {
+		t.Fatalf("Create: %v", err)
+	}
+	// Clean up the row (cascades to versions + slots) regardless of outcome.
+	defer func() {
+		_, _ = pool.ExecContext(ctx, `DELETE FROM paliad.templates WHERE id = $1`, tmpl.ID)
+	}()
+
+	// --- Create assertions: version 1, defaults applied, content intact.
+	if tmpl.Version != 1 {
+		t.Errorf("Create version = %d; want 1", tmpl.Version)
+	}
+	if tmpl.Kind != "submission" || tmpl.SourceFormat != "docx" {
+		t.Errorf("defaults: kind=%q format=%q; want submission/docx", tmpl.Kind, tmpl.SourceFormat)
+	}
+	if !bytes.Equal(tmpl.CarrierBytes, carrierV1) {
+		t.Errorf("carrier round-trip mismatch: got %q", tmpl.CarrierBytes)
+	}
+	if tmpl.Stylemap["heading_1"] != "Heading 1" {
+		t.Errorf("stylemap[heading_1] = %q; want 'Heading 1'", tmpl.Stylemap["heading_1"])
+	}
+	if len(tmpl.Slots) != 2 {
+		t.Fatalf("len(slots) = %d; want 2", len(tmpl.Slots))
+	}
+	if tmpl.Slots[0].Key != "project.case_number" || tmpl.Slots[0].Label != "Aktenzeichen" {
+		t.Errorf("slot[0] = %+v; want project.case_number/Aktenzeichen", tmpl.Slots[0])
+	}
+
+	// --- Get by template id resolves the current version.
+	got, err := store.Get(ctx, tmpl.ID)
+	if err != nil {
+		t.Fatalf("Get: %v", err)
+	}
+	if got.Version != 1 || !bytes.Equal(got.CarrierBytes, carrierV1) || len(got.Slots) != 2 {
+		t.Errorf("Get current version mismatch: v=%d slots=%d", got.Version, len(got.Slots))
+	}
+
+	// --- AddVersion bumps to 2 and re-points current.
+	carrierV2 := []byte("PK\x03\x04 fake docx carrier v2 edited")
+	v2, err := store.AddVersion(ctx, tmpl.ID, docforge.TemplateVersionInput{
+		CarrierBytes: carrierV2,
+		Stylemap:     map[string]string{"paragraph": "HLpat-Body-B0"},
+		Slots:        []docforge.TemplateSlot{{Key: "today", Anchor: "{{today}}", OrderIndex: 0}},
+		CreatedBy:    author,
+	})
+	if err != nil {
+		t.Fatalf("AddVersion: %v", err)
+	}
+	if v2.Version != 2 {
+		t.Errorf("AddVersion version = %d; want 2", v2.Version)
+	}
+	if !bytes.Equal(v2.CarrierBytes, carrierV2) || len(v2.Slots) != 1 || v2.Slots[0].Key != "today" {
+		t.Errorf("AddVersion content mismatch: carrier/slots wrong")
+	}
+
+	// Get now resolves version 2 (current re-pointed).
+	cur, err := store.Get(ctx, tmpl.ID)
+	if err != nil {
+		t.Fatalf("Get after AddVersion: %v", err)
+	}
+	if cur.Version != 2 || !bytes.Equal(cur.CarrierBytes, carrierV2) {
+		t.Errorf("Get after AddVersion = v%d; want v2 with new carrier", cur.Version)
+	}
+
+	// --- List reflects the current version number, filtered by firm.
+	metas, err := store.List(ctx, docforge.TemplateFilter{Firm: "HLC", ActiveOnly: true})
+	if err != nil {
+		t.Fatalf("List: %v", err)
+	}
+	var found *docforge.TemplateMeta
+	for i := range metas {
+		if metas[i].ID == tmpl.ID {
+			found = &metas[i]
+			break
+		}
+	}
+	if found == nil {
+		t.Fatalf("List did not return the created template")
+	}
+	if found.Version != 2 {
+		t.Errorf("List version = %d; want 2 (current)", found.Version)
+	}
+
+	// --- Unknown id → ErrTemplateNotFound.
+	if _, err := store.Get(ctx, uuid.NewString()); !errors.Is(err, docforge.ErrTemplateNotFound) {
+		t.Errorf("Get(unknown) err = %v; want ErrTemplateNotFound", err)
+	}
+}

pkg/docforge/doc.go

@@ -0,0 +1,24 @@
+// Package docforge is paliad's modular document-generator engine — the
+// format-neutral core that turns templates + variables into rendered
+// documents, with format-specific adapters living in sub-packages.
+//
+// The package is being extracted from the in-tree submission generator
+// (internal/services/submission_*.go) per the PRD in
+// docs/plans/prd-docforge-2026-05-29.md (t-paliad-349 / m/paliad#157).
+// The extraction follows the same packaging discipline as
+// pkg/litigationplanner: docforge owns its types and exposes interfaces
+// for the stateful inputs (variable resolution, template storage); the
+// consuming application (paliad) implements those interfaces against its
+// own database, and a future second consumer reaches the engine over an
+// HTTP veneer rather than importing it.
+//
+// Slice 1 (this commit) relocates the .docx adapter — the Markdown→OOXML
+// walker, the placeholder substitution engine, and the .dotm→.docx
+// converter — into pkg/docforge/docx with no behaviour change. paliad's
+// internal/services package keeps thin type-alias + forwarder shims so
+// the submission generator and its HTTP surface compile and behave
+// identically. Later slices introduce the neutral document model,
+// hoist the format-neutral placeholder grammar up to this root package,
+// and add the VariableResolver interface, the TemplateStore, the
+// authoring surface, and the pluggable Exporter.
+package docforge

pkg/docforge/docx/compose.go

@@ -0,0 +1,636 @@
+package docx
+
+// Composer render pipeline — t-paliad-313 Slice B (design doc §9.1 +
+// §9.2). Assembles a base .docx and a draft's section rows into a
+// merged .docx ready for export.
+//
+// Pipeline (high-level):
+//
+//  1. ConvertDotmToDocx pre-pass on the base bytes (idempotent on .docx).
+//  2. Locate `word/document.xml` inside the zip; pull the body XML.
+//  3. For each section in the draft (order_index ASC, included=true):
+//     render content_md_<lang> → OOXML via RenderMarkdownToOOXML using
+//     base.section_spec.stylemap.paragraph.
+//  4. Splice the rendered OOXML into the base body. Two splice modes:
+//     - Anchor mode: when the body carries `{{#section:KEY}}` /
+//       `{{/section:KEY}}` marker pairs, replace the slot's content
+//       (including the anchor paragraphs themselves) with the rendered
+//       section.
+//     - Append mode: when no anchor pair is found for a section, the
+//       rendered OOXML appends at the end of the body, just before any
+//       `<w:sectPr>` element. Sections with `included=false` are
+//       dropped silently.
+//  5. Strip any leftover unmatched anchor paragraphs.
+//  6. Re-pack the document.xml into the zip, leaving every other part
+//     untouched.
+//  7. Run the v1 SubmissionRenderer placeholder pass over the assembly
+//     so `{{path}}` placeholders inside section content (and inside
+//     the base's untouched chrome) get substituted by the merged bag.
+//     Cross-run merge in pass 2 handles autocorrect-fragmented
+//     placeholders the same as v1.
+//
+// Result: a fully-merged .docx. No new third-party Go dep — reuses
+// archive/zip + the existing SubmissionRenderer.
+
+import (
+	"archive/zip"
+	"bytes"
+	"context"
+	"fmt"
+	"io"
+	"regexp"
+	"sort"
+	"strings"
+	"time"
+
+	"mgit.msbls.de/m/paliad/pkg/docforge"
+)
+
+// Composer assembles base + sections into a final .docx.
+// Stateless; safe for concurrent use.
+type Composer struct {
+	renderer *SubmissionRenderer
+}
+
+// NewComposer wires the composer. The renderer is required —
+// a nil renderer is a programmer error and the composer panics at
+// construction.
+func NewComposer(renderer *SubmissionRenderer) *Composer {
+	if renderer == nil {
+		panic("submission composer: renderer required")
+	}
+	return &Composer{renderer: renderer}
+}
+
+// Carrier is the opaque base document the composer splices rendered
+// content into. Its bytes are preserved verbatim outside the regions the
+// splice touches — the {{#section:KEY}} anchor paragraphs and the
+// {{placeholder}} tokens — so the firm's letterhead, styles, headers, and
+// footers survive a compose byte-for-byte. This is the docforge "carrier"
+// for the .docx format: the lossless host for editable content.
+type Carrier struct {
+	// Bytes is the raw base .docx. May be a .dotm/.docm/.dotx; Compose
+	// runs ConvertDotmToDocx on it first (idempotent on a plain .docx).
+	Bytes []byte
+
+	// Stylemap maps a logical block kind (paragraph, heading_1/2/3,
+	// list_bullet, list_numbered, blockquote) to the Word paragraph
+	// style name the base defines for it. Drives the Markdown walker's
+	// <w:pStyle>. Missing entries fall back to the "paragraph" style.
+	Stylemap map[string]string
+}
+
+// Section is one editable content block the composer renders and splices.
+// It is the format-neutral input the docforge engine consumes; the
+// consuming application maps its own row type onto it (paliad maps
+// SubmissionSection → Section).
+type Section struct {
+	// Key matches a {{#section:KEY}} anchor in the carrier, or — when no
+	// anchor matches — marks an append-mode section.
+	Key string
+	// OrderIndex sets append-mode ordering (ascending).
+	OrderIndex int
+	// Included=false drops the section entirely.
+	Included bool
+	// ContentMDDE / ContentMDEN are the bilingual Markdown sources; Lang
+	// selects which one renders.
+	ContentMDDE string
+	ContentMDEN string
+}
+
+// ComposeOptions carries the per-call composition inputs.
+type ComposeOptions struct {
+	// Sections are the draft's section rows in display order. The
+	// composer renders included sections; excluded rows are dropped.
+	// Caller is responsible for visibility — by the time the composer
+	// runs, the section rows have already been gated by the caller.
+	Sections []Section
+
+	// Carrier is the base .docx chrome plus its stylemap. Required.
+	Carrier Carrier
+
+	// Lang ('de' or 'en') selects which content_md_* column the
+	// composer reads per section. Defaults to 'de' if empty.
+	Lang string
+
+	// Vars is the merged placeholder bag the v1 renderer pass
+	// substitutes after the composer assembly. Passed straight through
+	// to SubmissionRenderer.Render.
+	Vars docforge.PlaceholderMap
+
+	// Missing translates an unbound placeholder key into the marker
+	// the lawyer sees in Word. Passed straight to the renderer.
+	Missing docforge.MissingPlaceholderFn
+}
+
+// Compose runs the full pipeline and returns the merged .docx bytes.
+func (c *Composer) Compose(ctx context.Context, opts ComposeOptions) ([]byte, error) {
+	_ = ctx // reserved for cancellation propagation in later slices
+	sections := opts.Sections
+
+	// Pre-pass: strip macros so the base reads as a plain .docx zip.
+	cleanBytes, err := ConvertDotmToDocx(opts.Carrier.Bytes)
+	if err != nil {
+		return nil, fmt.Errorf("submission compose: convert base: %w", err)
+	}
+
+	// Locate + extract word/document.xml so we can splice in-place.
+	documentXML, otherParts, err := splitBaseZip(cleanBytes)
+	if err != nil {
+		return nil, err
+	}
+
+	// Per-compose hyperlink allocator. Each unique URL gets a fresh
+	// rId outside the base's existing namespace. The post-pass
+	// (patchDocumentXMLRels) writes the matching Relationship rows
+	// before the zip is repacked. Slice D adds inline `[label](url)`
+	// hyperlink support.
+	linkAlloc := newComposerLinkAllocator()
+
+	// Build the rendered-section map: section_key → OOXML span.
+	stylemap := opts.Carrier.Stylemap
+	rendered := make(map[string]string, len(sections))
+	keptSections := make([]Section, 0, len(sections))
+	for _, sec := range sections {
+		if !sec.Included {
+			continue
+		}
+		md := sec.ContentMDDE
+		if strings.EqualFold(opts.Lang, "en") {
+			md = sec.ContentMDEN
+		}
+		rendered[sec.Key] = RenderMarkdownToOOXMLWithStyles(md, stylemap, linkAlloc.Alloc)
+		keptSections = append(keptSections, sec)
+	}
+	// Stable order — already sorted ascending by ListForDraft, but
+	// belt-and-braces in case the caller swaps the ordering policy
+	// later.
+	sort.SliceStable(keptSections, func(i, j int) bool {
+		return keptSections[i].OrderIndex < keptSections[j].OrderIndex
+	})
+
+	assembledBody := spliceSections(documentXML, rendered, keptSections, sections)
+
+	// Slice D hyperlink patch: when the walker emitted hyperlink rIds
+	// for inline `[label](url)` links, the base's
+	// word/_rels/document.xml.rels needs matching <Relationship>
+	// entries so Word can resolve the rIds. Mutates one zip part in
+	// otherParts (or appends if missing).
+	if linkAlloc.HasLinks() {
+		updatedParts, err := patchDocumentXMLRels(otherParts, linkAlloc.Pairs())
+		if err != nil {
+			return nil, err
+		}
+		otherParts = updatedParts
+	}
+
+	// Re-pack into a zip with the assembled document.xml. All other
+	// parts (styles, fonts, headers, footers, theme, settings) pass
+	// through bit-for-bit at their original mtime + compression.
+	repacked, err := repackBaseZip(otherParts, assembledBody)
+	if err != nil {
+		return nil, err
+	}
+
+	// Final pass: substitute placeholders against the merged bag. The
+	// existing renderer handles cross-run fragmentation, the `{{rule.X}}`
+	// alias contract, and the missing-marker emission. Reusing it
+	// guarantees v1's placeholder grammar stays intact inside section
+	// content + base chrome.
+	merged, err := c.renderer.Render(repacked, opts.Vars, opts.Missing)
+	if err != nil {
+		return nil, fmt.Errorf("submission compose: placeholder pass: %w", err)
+	}
+	return merged, nil
+}
+
+// ─────────────────────────────────────────────────────────────────────
+// Section splicing
+// ─────────────────────────────────────────────────────────────────────
+
+// Anchor markers as they appear inside a <w:t> text node. We don't
+// need a full XML parse — finding the marker text inside the body is
+// sufficient because:
+//   - {{ and }} are never legitimate document content (placeholders
+//     follow the same convention everywhere else in paliad).
+//   - The anchor key grammar [A-Za-z0-9_]+ rules out any HTML/XML
+//     special characters.
+//   - Each anchor lives in exactly one <w:t>...<w:t>, which lives in
+//     exactly one <w:r>...</w:r>, which lives in exactly one
+//     <w:p>...</w:p>. We expand from the marker outward to find the
+//     enclosing <w:p> span and drop the entire paragraph as part of
+//     the splice.
+//
+// RE2 has no lookahead, so the "find enclosing <w:p>" logic is
+// implemented as manual byte-index search around the marker hit
+// (anchorParagraphSpan below) rather than a single regex pattern.
+
+const (
+	anchorOpenPrefix  = "{{#section:"
+	anchorClosePrefix = "{{/section:"
+	anchorSuffix      = "}}"
+)
+
+// anchorKeyRegex validates that the captured anchor key is a clean
+// identifier. Keys that include other characters (which can't actually
+// appear in our authored .docx) are treated as no match.
+var anchorKeyRegex = regexp.MustCompile(`^[A-Za-z0-9_]+$`)
+
+// anchorPair records the byte span of one matched anchor pair inside
+// the body — from the start of the opening anchor's <w:p> element
+// through the end of the closing anchor's </w:p>.
+type anchorPair struct {
+	key      string
+	openStart int // start of <w:p> for the opening anchor
+	closeEnd  int // index just past </w:p> for the closing anchor
+}
+
+// findAllAnchorPairs scans the body for matched open/close anchor
+// pairs. Unbalanced markers (open without close, or vice versa) are
+// dropped from the result. Returns pairs in body-order; each pair's
+// span is non-overlapping.
+func findAllAnchorPairs(body string) []anchorPair {
+	type marker struct {
+		key      string
+		paraStart int
+		paraEnd   int
+		isOpen   bool
+	}
+	var markers []marker
+
+	collect := func(prefix string, isOpen bool) {
+		offset := 0
+		for {
+			idx := strings.Index(body[offset:], prefix)
+			if idx < 0 {
+				return
+			}
+			start := offset + idx
+			suffixIdx := strings.Index(body[start+len(prefix):], anchorSuffix)
+			if suffixIdx < 0 {
+				return
+			}
+			key := body[start+len(prefix) : start+len(prefix)+suffixIdx]
+			if !anchorKeyRegex.MatchString(key) {
+				offset = start + len(prefix)
+				continue
+			}
+			markerEnd := start + len(prefix) + suffixIdx + len(anchorSuffix)
+			pStart, pEnd, ok := paragraphSpanAround(body, start, markerEnd)
+			if !ok {
+				offset = markerEnd
+				continue
+			}
+			markers = append(markers, marker{key: key, paraStart: pStart, paraEnd: pEnd, isOpen: isOpen})
+			offset = pEnd
+		}
+	}
+	collect(anchorOpenPrefix, true)
+	collect(anchorClosePrefix, false)
+
+	// Walk markers in body-order, matching each open with the next
+	// close that carries the same key.
+	sort.SliceStable(markers, func(i, j int) bool {
+		return markers[i].paraStart < markers[j].paraStart
+	})
+	var pairs []anchorPair
+	openStack := map[string]marker{}
+	for _, m := range markers {
+		if m.isOpen {
+			openStack[m.key] = m
+			continue
+		}
+		o, ok := openStack[m.key]
+		if !ok {
+			continue
+		}
+		pairs = append(pairs, anchorPair{
+			key:       m.key,
+			openStart: o.paraStart,
+			closeEnd:  m.paraEnd,
+		})
+		delete(openStack, m.key)
+	}
+	return pairs
+}
+
+// paragraphSpanAround returns the byte span of the smallest `<w:p>...</w:p>`
+// element that fully contains the byte range [markerStart, markerEnd).
+// Returns false when the byte range doesn't sit inside a single
+// paragraph (which would mean the marker survived a cross-paragraph
+// edit — defensive guard, shouldn't happen in well-formed input).
+func paragraphSpanAround(body string, markerStart, markerEnd int) (int, int, bool) {
+	// Walk backwards to find the nearest unclosed <w:p ... > opening.
+	// Since <w:p> doesn't nest, the nearest <w:p before markerStart is
+	// the enclosing paragraph's opening tag.
+	pStart := -1
+	cursor := markerStart
+	for cursor > 0 {
+		idx := strings.LastIndex(body[:cursor], "<w:p")
+		if idx < 0 {
+			break
+		}
+		// Confirm this is a paragraph open, not a different
+		// w:p-prefixed tag (e.g. <w:pPr>).
+		if idx+4 <= len(body) {
+			after := body[idx+4]
+			if after == ' ' || after == '>' || after == '/' {
+				// <w:p ...> or <w:p>; not <w:pPr>.
+				close := strings.Index(body[idx:], ">")
+				if close < 0 {
+					return 0, 0, false
+				}
+				pStart = idx
+				break
+			}
+		}
+		cursor = idx
+	}
+	if pStart < 0 {
+		return 0, 0, false
+	}
+	// Walk forward to find the matching </w:p>. <w:p> doesn't nest so
+	// the next </w:p> after the marker is the close.
+	pEndIdx := strings.Index(body[markerEnd:], "</w:p>")
+	if pEndIdx < 0 {
+		return 0, 0, false
+	}
+	pEnd := markerEnd + pEndIdx + len("</w:p>")
+	return pStart, pEnd, true
+}
+
+// spliceSections replaces anchor slots with rendered sections and
+// appends any unanchored sections before sectPr. Returns the assembled
+// document.xml body.
+func spliceSections(documentXML []byte, rendered map[string]string, kept []Section, all []Section) []byte {
+	body := string(documentXML)
+	pairs := findAllAnchorPairs(body)
+
+	// Build a lookup of kept section keys for quick membership tests.
+	keptByKey := map[string]int{}
+	for i, sec := range kept {
+		keptByKey[sec.Key] = i
+	}
+	allByKey := map[string]int{}
+	for i, sec := range all {
+		allByKey[sec.Key] = i
+	}
+
+	matchedKeys := map[string]bool{}
+
+	// Walk pairs in REVERSE body-order so slice mutations don't shift
+	// later offsets.
+	sort.SliceStable(pairs, func(i, j int) bool {
+		return pairs[i].openStart > pairs[j].openStart
+	})
+	for _, p := range pairs {
+		replacement := ""
+		if idx, ok := keptByKey[p.key]; ok {
+			replacement = rendered[p.key]
+			matchedKeys[p.key] = true
+			_ = idx
+		} else if _, isOnDraft := allByKey[p.key]; isOnDraft {
+			// Anchor matches an excluded section on the draft — drop
+			// the entire slot.
+			replacement = ""
+		} else {
+			// Anchor doesn't match any section on this draft — drop
+			// to leave the base's chrome unbroken.
+			replacement = ""
+		}
+		body = body[:p.openStart] + replacement + body[p.closeEnd:]
+	}
+
+	// Append unanchored sections before sectPr in order_index ASC.
+	var unanchored strings.Builder
+	for _, sec := range kept {
+		if matchedKeys[sec.Key] {
+			continue
+		}
+		unanchored.WriteString(rendered[sec.Key])
+	}
+	if unanchored.Len() > 0 {
+		body = appendBeforeSectPr(body, unanchored.String())
+	}
+
+	return []byte(body)
+}
+
+// appendBeforeSectPr inserts content immediately before the first
+// `<w:sectPr` element in the body, or at the end of the body if there
+// is none. Word documents conventionally close the body with a sectPr
+// describing page setup; we want to land sections before that element
+// so they show up on the actual pages.
+var sectPrRegex = regexp.MustCompile(`<w:sectPr\b`)
+
+func appendBeforeSectPr(body, content string) string {
+	loc := sectPrRegex.FindStringIndex(body)
+	if loc == nil {
+		// No sectPr → append before `</w:body>` if present, else at
+		// the very end.
+		idx := strings.LastIndex(body, "</w:body>")
+		if idx < 0 {
+			return body + content
+		}
+		return body[:idx] + content + body[idx:]
+	}
+	return body[:loc[0]] + content + body[loc[0]:]
+}
+
+// ─────────────────────────────────────────────────────────────────────
+// Zip plumbing
+// ─────────────────────────────────────────────────────────────────────
+
+// baseZipPart captures one zip entry we kept aside while extracting
+// document.xml.
+type baseZipPart struct {
+	name    string
+	method  uint16
+	modTime int64 // wall seconds; converted back to time.Time on repack
+	body    []byte
+}
+
+// splitBaseZip extracts document.xml and returns it alongside every
+// other zip entry, ready for repacking.
+func splitBaseZip(cleanBytes []byte) ([]byte, []baseZipPart, error) {
+	zr, err := zip.NewReader(bytes.NewReader(cleanBytes), int64(len(cleanBytes)))
+	if err != nil {
+		return nil, nil, fmt.Errorf("submission compose: open base zip: %w", err)
+	}
+	var documentXML []byte
+	parts := make([]baseZipPart, 0, len(zr.File))
+	for _, f := range zr.File {
+		body, err := readZipEntry(f)
+		if err != nil {
+			return nil, nil, fmt.Errorf("submission compose: read %s: %w", f.Name, err)
+		}
+		if f.Name == "word/document.xml" {
+			documentXML = body
+			parts = append(parts, baseZipPart{name: f.Name, method: f.Method, modTime: f.Modified.Unix(), body: nil})
+			continue
+		}
+		parts = append(parts, baseZipPart{name: f.Name, method: f.Method, modTime: f.Modified.Unix(), body: body})
+	}
+	if documentXML == nil {
+		return nil, nil, fmt.Errorf("submission compose: base zip missing word/document.xml")
+	}
+	return documentXML, parts, nil
+}
+
+// repackBaseZip rebuilds the zip, swapping document.xml for the
+// assembled body and leaving every other part untouched.
+func repackBaseZip(parts []baseZipPart, assembledBody []byte) ([]byte, error) {
+	var out bytes.Buffer
+	zw := zip.NewWriter(&out)
+	for _, p := range parts {
+		hdr := &zip.FileHeader{
+			Name:   p.name,
+			Method: p.method,
+		}
+		if p.modTime > 0 {
+			hdr.Modified = time.Unix(p.modTime, 0)
+		}
+		w, err := zw.CreateHeader(hdr)
+		if err != nil {
+			return nil, fmt.Errorf("submission compose: write header %s: %w", p.name, err)
+		}
+		body := p.body
+		if p.name == "word/document.xml" {
+			body = assembledBody
+		}
+		if _, err := w.Write(body); err != nil {
+			return nil, fmt.Errorf("submission compose: write body %s: %w", p.name, err)
+		}
+	}
+	if err := zw.Close(); err != nil {
+		return nil, fmt.Errorf("submission compose: finalise zip: %w", err)
+	}
+	return out.Bytes(), nil
+}
+
+func readZipEntry(f *zip.File) ([]byte, error) {
+	rc, err := f.Open()
+	if err != nil {
+		return nil, err
+	}
+	defer rc.Close()
+	return io.ReadAll(rc)
+}
+
+// ─────────────────────────────────────────────────────────────────────
+// Slice D — hyperlink wiring
+// ─────────────────────────────────────────────────────────────────────
+
+// composerLinkAllocator hands out fresh rIds for inline hyperlink
+// targets discovered by the MD walker. Each unique URL gets one rId
+// (deduped — repeated links to the same URL share one Relationship).
+// Allocations land outside the base's rId namespace by prefixing with
+// "rIdComposer" so they can't collide with existing relationships.
+type composerLinkAllocator struct {
+	next  int
+	byURL map[string]string
+	order []string // URLs in allocation order
+}
+
+func newComposerLinkAllocator() *composerLinkAllocator {
+	return &composerLinkAllocator{byURL: map[string]string{}}
+}
+
+// Alloc returns the rId for url, allocating one on first sight.
+func (a *composerLinkAllocator) Alloc(url string) string {
+	if rid, ok := a.byURL[url]; ok {
+		return rid
+	}
+	a.next++
+	rid := fmt.Sprintf("rIdComposer%d", a.next)
+	a.byURL[url] = rid
+	a.order = append(a.order, url)
+	return rid
+}
+
+// HasLinks reports whether any links were allocated during this compose.
+func (a *composerLinkAllocator) HasLinks() bool {
+	return len(a.order) > 0
+}
+
+// Pairs returns the (rId, URL) pairs in allocation order. The
+// document.xml.rels patcher consumes this to emit <Relationship>
+// elements.
+func (a *composerLinkAllocator) Pairs() [][2]string {
+	pairs := make([][2]string, 0, len(a.order))
+	for _, url := range a.order {
+		pairs = append(pairs, [2]string{a.byURL[url], url})
+	}
+	return pairs
+}
+
+// patchDocumentXMLRels mutates the word/_rels/document.xml.rels entry
+// in `parts` to append the given (rId, URL) pairs as hyperlink
+// relationships. If the rels part doesn't exist (some bases omit it
+// when the body has no relationships), this function appends a fresh
+// part with the minimal Relationships wrapper.
+//
+// Idempotent on (rId, URL) pairs already present (e.g. when a base
+// already references the URL for some other reason).
+//
+// Returns the (possibly extended) parts slice — callers must overwrite
+// their reference because the append in the no-rels-yet case grows the
+// backing array.
+func patchDocumentXMLRels(parts []baseZipPart, pairs [][2]string) ([]baseZipPart, error) {
+	const path = "word/_rels/document.xml.rels"
+	const hyperlinkType = "http://schemas.openxmlformats.org/officeDocument/2006/relationships/hyperlink"
+
+	existingIdx := -1
+	for i := range parts {
+		if parts[i].name == path {
+			existingIdx = i
+			break
+		}
+	}
+
+	var body string
+	if existingIdx >= 0 {
+		body = string(parts[existingIdx].body)
+	} else {
+		body = `<?xml version="1.0" encoding="UTF-8" standalone="yes"?>` +
+			`<Relationships xmlns="http://schemas.openxmlformats.org/package/2006/relationships"></Relationships>`
+	}
+
+	var inserts strings.Builder
+	for _, p := range pairs {
+		rid := p[0]
+		url := p[1]
+		if strings.Contains(body, `Id="`+rid+`"`) {
+			continue
+		}
+		inserts.WriteString(`<Relationship Id="`)
+		inserts.WriteString(xmlAttrEscape(rid))
+		inserts.WriteString(`" Type="`)
+		inserts.WriteString(hyperlinkType)
+		inserts.WriteString(`" Target="`)
+		inserts.WriteString(xmlAttrEscape(url))
+		inserts.WriteString(`" TargetMode="External"/>`)
+	}
+
+	if inserts.Len() == 0 {
+		return parts, nil
+	}
+
+	closeIdx := strings.LastIndex(body, "</Relationships>")
+	if closeIdx < 0 {
+		return parts, fmt.Errorf("submission compose: malformed document.xml.rels (no closing tag)")
+	}
+	patched := body[:closeIdx] + inserts.String() + body[closeIdx:]
+
+	if existingIdx >= 0 {
+		parts[existingIdx].body = []byte(patched)
+		return parts, nil
+	}
+	parts = append(parts, baseZipPart{
+		name:    path,
+		method:  zip.Deflate,
+		modTime: time.Now().Unix(),
+		body:    []byte(patched),
+	})
+	return parts, nil
+}

pkg/docforge/docx/doc.go

@@ -0,0 +1,28 @@
+// Package docx is docforge's .docx (OOXML) adapter — the first
+// format adapter in the docforge engine (t-paliad-349 / m/paliad#157).
+//
+// It owns the in-house OOXML machinery extracted from paliad's submission
+// generator in slice 1, with no behaviour change:
+//
+//   - merge.go    — the placeholder substitution renderer
+//     (SubmissionRenderer.Render / RenderHTML). Two-pass {{placeholder}}
+//     substitution (single-run, then cross-run merge for fragmented
+//     placeholders), plus the preview-HTML emitter that wraps substituted
+//     values in clickable <span class="draft-var" data-var="…"> markup.
+//   - markdown.go — the Markdown→OOXML walker (RenderMarkdownToOOXML*),
+//     including the b78a984 fix that preserves {{…}} placeholders verbatim
+//     through inline-span parsing (underscores in keys survive).
+//   - dotm.go     — ConvertDotmToDocx: strips macros from a .dotm/.docm/
+//     .dotx and rewrites the content-types + rels to a clean .docx,
+//     passing every other part through bit-for-bit.
+//
+// Why no third-party docx library: lukasjarosch/go-docx treats sibling
+// placeholders in one run ("{{a}} ./. {{b}}") as nested and refuses to
+// replace either; patent submissions routinely have several placeholders
+// per paragraph, so this in-house renderer is required. See merge.go.
+//
+// The placeholder grammar — \{\{\s*([A-Za-z][A-Za-z0-9_.]*)\s*\}\} — and
+// the PlaceholderMap type currently live here with the renderer; a later
+// slice hoists the format-neutral grammar up to the docforge root once
+// the neutral document model and the VariableResolver interface land.
+package docx

pkg/docforge/docx/dotm.go

@@ -1,4 +1,4 @@
-package services
+package docx
 
 // Submission .dotm → .docx converter (t-paliad-230, "format-only" scope
 // reduction of the original t-paliad-215 submission generator).

pkg/docforge/docx/dotm_test.go

@@ -1,4 +1,4 @@
-package services
+package docx
 
 import (
 	"archive/zip"

pkg/docforge/docx/markdown.go

@@ -1,4 +1,4 @@
-package services
+package docx
 
 // Markdown → OOXML walker for Composer section content (t-paliad-313
 // Slice B, design doc §9.2).
@@ -405,6 +405,23 @@ func parseInlineSpans(text string) []inlineSpan {
 	i := 0
 	n := len(text)
 	for i < n {
+		// Preserve {{...}} placeholders verbatim. Underscores and
+		// other Markdown-significant chars inside a placeholder key
+		// (e.g. {{project.case_number}}) must not be interpreted as
+		// bold/italic delimiters — otherwise the key gets stripped of
+		// its underscores and the v1 placeholder pass looks up the
+		// wrong key, surfacing [KEIN WERT: project.casenumber] in the
+		// preview.
+		if i+1 < n && text[i] == '{' && text[i+1] == '{' {
+			rel := strings.Index(text[i+2:], "}}")
+			if rel >= 0 {
+				end := i + 2 + rel + 2
+				cur.WriteString(text[i:end])
+				i = end
+				continue
+			}
+			// Unmatched {{ — fall through to plain character handling.
+		}
 		// Bold delimiters first (longer match wins over italic).
 		if i+1 < n && (text[i:i+2] == "**" || text[i:i+2] == "__") {
 			flush()

pkg/docforge/docx/markdown_test.go

@@ -1,4 +1,4 @@
-package services
+package docx
 
 // Unit tests for the Composer's Markdown → OOXML walker (t-paliad-313
 // Slice B). Pure function; no DB dependency.
@@ -86,6 +86,90 @@ func TestRenderMarkdownToOOXML_PlaceholdersPassThrough(t *testing.T) {
 	}
 }
 
+func TestRenderMarkdownToOOXML_PlaceholderUnderscoresPreserved(t *testing.T) {
+	// Regression: a placeholder key containing underscores (project.case_number,
+	// user.display_name, project.patent_number_upc) used to get its underscores
+	// consumed by the italic/bold inline scanner — the OOXML stored
+	// {{project.casenumber}} and the preview surfaced
+	// [KEIN WERT: project.casenumber] instead of the real value.
+	cases := []string{
+		"{{project.case_number}}",
+		"{{user.display_name}}",
+		"{{project.patent_number_upc}}",
+		"prefix {{project.case_number}} suffix",
+		"two: {{a.b_c}} and {{d.e_f}}",
+		"mixed: _italic_ then {{project.case_number}} then __bold__",
+	}
+	for _, in := range cases {
+		out := RenderMarkdownToOOXML(in, "Normal")
+		// Every placeholder substring in the input must appear verbatim
+		// in the output (XML escaping is irrelevant for {} and _).
+		for _, ph := range extractPlaceholders(in) {
+			if !strings.Contains(out, ph) {
+				t.Errorf("input %q: placeholder %q lost; got %q", in, ph, out)
+			}
+		}
+	}
+}
+
+func TestParseInlineSpans_PlaceholderWithUnderscoresIsLiteral(t *testing.T) {
+	// Direct guard on the inline scanner. {{project.case_number}} must
+	// emit as a single non-italic span containing the full placeholder.
+	spans := parseInlineSpans("{{project.case_number}}")
+	if len(spans) != 1 {
+		t.Fatalf("expected 1 span; got %d (%+v)", len(spans), spans)
+	}
+	if spans[0].Italic || spans[0].Bold {
+		t.Errorf("placeholder must not be italic/bold; got %+v", spans[0])
+	}
+	if spans[0].Text != "{{project.case_number}}" {
+		t.Errorf("placeholder text corrupted: got %q", spans[0].Text)
+	}
+}
+
+func TestParseInlineSpans_ItalicAroundPlaceholder(t *testing.T) {
+	// Italic delimiters outside a placeholder still work; the placeholder
+	// itself stays literal even when it sits between italics.
+	spans := parseInlineSpans("_before_ {{x.y_z}} _after_")
+	var saw struct {
+		italicBefore bool
+		placeholder  bool
+		italicAfter  bool
+	}
+	for _, s := range spans {
+		if s.Italic && s.Text == "before" {
+			saw.italicBefore = true
+		}
+		if !s.Italic && !s.Bold && strings.Contains(s.Text, "{{x.y_z}}") {
+			saw.placeholder = true
+		}
+		if s.Italic && s.Text == "after" {
+			saw.italicAfter = true
+		}
+	}
+	if !saw.italicBefore || !saw.placeholder || !saw.italicAfter {
+		t.Errorf("expected italic/placeholder/italic structure; got %+v", spans)
+	}
+}
+
+// extractPlaceholders pulls every {{...}} occurrence out of a Markdown
+// source. Tiny helper, only used by the regression test above.
+func extractPlaceholders(s string) []string {
+	var out []string
+	for {
+		start := strings.Index(s, "{{")
+		if start < 0 {
+			return out
+		}
+		end := strings.Index(s[start+2:], "}}")
+		if end < 0 {
+			return out
+		}
+		out = append(out, s[start:start+2+end+2])
+		s = s[start+2+end+2:]
+	}
+}
+
 func TestRenderMarkdownToOOXML_XMLEscape(t *testing.T) {
 	out := RenderMarkdownToOOXML("a & b < c > d", "")
 	if strings.Contains(out, " & ") {

pkg/docforge/docx/merge.go

@@ -1,4 +1,4 @@
-package services
+package docx
 
 // Submission template renderer — in-house engine for the submission
 // draft editor (t-paliad-238, design doc
@@ -24,7 +24,7 @@ package services
 // {{project.case_number}}).
 //
 // Missing-value behaviour: when a placeholder has no binding in the
-// PlaceholderMap, the renderer emits a marker token so the lawyer sees
+// docforge.PlaceholderMap, the renderer emits a marker token so the lawyer sees
 // the gap in Word rather than failing the request.
 
 import (
@@ -34,18 +34,15 @@ import (
 	"io"
 	"regexp"
 	"strings"
+
+	"mgit.msbls.de/m/paliad/pkg/docforge"
 )
 
-// PlaceholderMap is the variable bag built by SubmissionVarsService.
-// Keys are dotted paths without braces (e.g. "project.case_number").
-// Values are the substituted text — already locale-aware, pretty-
-// printed, and sanitised by the caller.
-type PlaceholderMap map[string]string
-
-// MissingPlaceholderFn translates an unbound placeholder key into the
-// in-document marker token. The default in DefaultMissingMarker is
-// "[KEIN WERT: <key>]" / "[NO VALUE: <key>]" depending on lang.
-type MissingPlaceholderFn func(key string) string
+// docforge.PlaceholderMap, docforge.MissingPlaceholderFn, and docforge.DefaultMissingMarker — the
+// format-neutral variable-bag contract — live in the docforge root
+// package (placeholder.go). This adapter consumes them; the {{key}}
+// substitution grammar below (placeholderRegex, replacePlaceholders, the
+// PUA preview sentinels) is the .docx renderer's own machinery.
 
 // valueWrapperFn wraps a substituted value with a marker the HTML
 // preview emitter can recognise — used by RenderHTML to turn each
@@ -74,18 +71,6 @@ func htmlPreviewWrapper(key, value string) string {
 	return previewVarBegin + key + previewVarMid + value + previewVarEnd
 }
 
-// DefaultMissingMarker returns the standard missing-value marker for
-// the given UI language.
-func DefaultMissingMarker(lang string) MissingPlaceholderFn {
-	prefix := "KEIN WERT"
-	if strings.EqualFold(lang, "en") {
-		prefix = "NO VALUE"
-	}
-	return func(key string) string {
-		return "[" + prefix + ": " + key + "]"
-	}
-}
-
 // placeholderRegex matches a single placeholder. The capture group
 // extracts the key name without braces or surrounding whitespace.
 //
@@ -95,7 +80,7 @@ func DefaultMissingMarker(lang string) MissingPlaceholderFn {
 var placeholderRegex = regexp.MustCompile(`\{\{\s*([A-Za-z][A-Za-z0-9_.]*)\s*\}\}`)
 
 // SubmissionRenderer renders a .docx template into a .docx output by
-// substituting {{placeholder}} tokens with values from a PlaceholderMap.
+// substituting {{placeholder}} tokens with values from a docforge.PlaceholderMap.
 // Stateless; safe for concurrent use.
 type SubmissionRenderer struct{}
 
@@ -112,9 +97,9 @@ func NewSubmissionRenderer() *SubmissionRenderer {
 // Pre-pass: ConvertDotmToDocx is called on the input so a .dotm
 // template (macro-bearing) is downgraded to a plain .docx before the
 // merge step runs. Idempotent on inputs that are already plain .docx.
-func (r *SubmissionRenderer) Render(templateBytes []byte, vars PlaceholderMap, missing MissingPlaceholderFn) ([]byte, error) {
+func (r *SubmissionRenderer) Render(templateBytes []byte, vars docforge.PlaceholderMap, missing docforge.MissingPlaceholderFn) ([]byte, error) {
 	if missing == nil {
-		missing = DefaultMissingMarker("de")
+		missing = docforge.DefaultMissingMarker("de")
 	}
 	cleanBytes, err := ConvertDotmToDocx(templateBytes)
 	if err != nil {
@@ -166,9 +151,9 @@ func (r *SubmissionRenderer) Render(templateBytes []byte, vars PlaceholderMap, m
 // Returns escaped HTML safe to inject into the page via dangerouslySet
 // or innerHTML. The caller is responsible for wrapping in an outer
 // container; this method emits only the body fragment.
-func (r *SubmissionRenderer) RenderHTML(templateBytes []byte, vars PlaceholderMap, missing MissingPlaceholderFn) (string, error) {
+func (r *SubmissionRenderer) RenderHTML(templateBytes []byte, vars docforge.PlaceholderMap, missing docforge.MissingPlaceholderFn) (string, error) {
 	if missing == nil {
-		missing = DefaultMissingMarker("de")
+		missing = docforge.DefaultMissingMarker("de")
 	}
 	cleanBytes, err := ConvertDotmToDocx(templateBytes)
 	if err != nil {
@@ -241,7 +226,7 @@ func readMergeZipEntry(f *zip.File) ([]byte, error) {
 //     paragraph, run the replacement on the merged text, and rewrite
 //     the paragraph's runs as a single <w:r><w:t>…</w:t></w:r> using
 //     the formatting properties of the first run.
-func substituteInDocumentXML(body []byte, vars PlaceholderMap, missing MissingPlaceholderFn, wrap valueWrapperFn) []byte {
+func substituteInDocumentXML(body []byte, vars docforge.PlaceholderMap, missing docforge.MissingPlaceholderFn, wrap valueWrapperFn) []byte {
 	replaced := substituteInTextNodes(body, vars, missing, wrap)
 	if !needsCrossRunMerge(replaced) {
 		return replaced
@@ -256,7 +241,7 @@ var wTextNodeRegex = regexp.MustCompile(`<w:t(\s[^>]*)?>([^<]*)</w:t>`)
 // substituteInTextNodes runs the placeholder replacement inside each
 // <w:t> text node independently. Format-preserving for single-run
 // placeholders.
-func substituteInTextNodes(body []byte, vars PlaceholderMap, missing MissingPlaceholderFn, wrap valueWrapperFn) []byte {
+func substituteInTextNodes(body []byte, vars docforge.PlaceholderMap, missing docforge.MissingPlaceholderFn, wrap valueWrapperFn) []byte {
 	return wTextNodeRegex.ReplaceAllFunc(body, func(match []byte) []byte {
 		sub := wTextNodeRegex.FindSubmatch(match)
 		attrs := string(sub[1])
@@ -297,7 +282,7 @@ var wParagraphPropsRegex = regexp.MustCompile(`(?s)<w:pPr>.*?</w:pPr>`)
 
 // substituteAcrossRuns is pass 2: concatenate every text node in a
 // fragmented-placeholder paragraph, run replacement, rewrite as one run.
-func substituteAcrossRuns(body []byte, vars PlaceholderMap, missing MissingPlaceholderFn, wrap valueWrapperFn) []byte {
+func substituteAcrossRuns(body []byte, vars docforge.PlaceholderMap, missing docforge.MissingPlaceholderFn, wrap valueWrapperFn) []byte {
 	return wParagraphRegex.ReplaceAllFunc(body, func(para []byte) []byte {
 		textNodes := wTextNodeRegex.FindAllSubmatch(para, -1)
 		if len(textNodes) == 0 {
@@ -340,7 +325,7 @@ func substituteAcrossRuns(body []byte, vars PlaceholderMap, missing MissingPlace
 // emit clickable spans around every substituted placeholder, including
 // missing ones (clicking a missing marker jumps to the corresponding
 // sidebar input).
-func replacePlaceholders(s string, vars PlaceholderMap, missing MissingPlaceholderFn, wrap valueWrapperFn) string {
+func replacePlaceholders(s string, vars docforge.PlaceholderMap, missing docforge.MissingPlaceholderFn, wrap valueWrapperFn) string {
 	return placeholderRegex.ReplaceAllStringFunc(s, func(match string) string {
 		sub := placeholderRegex.FindStringSubmatch(match)
 		if len(sub) < 2 {

pkg/docforge/docx/merge_test.go

@@ -1,4 +1,4 @@
-package services
+package docx
 
 // Submission merge-engine tests — resurrected from the original
 // t-paliad-215 Slice 1 (commit 8ea3509) + Slice 2 (commit 1765d5e).
@@ -12,6 +12,8 @@ import (
 	"io"
 	"strings"
 	"testing"
+
+	"mgit.msbls.de/m/paliad/pkg/docforge"
 )
 
 // minimalMergeDOCX builds a tiny .docx zip with one document.xml that
@@ -74,7 +76,7 @@ func TestRender_SingleRunPlaceholder(t *testing.T) {
 	doc := `<w:document><w:body><w:p><w:r><w:t>{{firm.name}}</w:t></w:r></w:p></w:body></w:document>`
 	tmpl := minimalMergeDOCX(t, doc)
 	r := NewSubmissionRenderer()
-	out, err := r.Render(tmpl, PlaceholderMap{"firm.name": "HLC"}, nil)
+	out, err := r.Render(tmpl, docforge.PlaceholderMap{"firm.name": "HLC"}, nil)
 	if err != nil {
 		t.Fatalf("render: %v", err)
 	}
@@ -91,7 +93,7 @@ func TestRender_MultiplePlaceholdersPerRun(t *testing.T) {
 	doc := `<w:document><w:body><w:p><w:r><w:t>{{parties.claimant.name}}, vertreten durch {{parties.claimant.representative}}</w:t></w:r></w:p></w:body></w:document>`
 	tmpl := minimalMergeDOCX(t, doc)
 	r := NewSubmissionRenderer()
-	out, err := r.Render(tmpl, PlaceholderMap{
+	out, err := r.Render(tmpl, docforge.PlaceholderMap{
 		"parties.claimant.name":           "Acme Inc.",
 		"parties.claimant.representative": "Kanzlei Müller",
 	}, nil)
@@ -111,7 +113,7 @@ func TestRender_MissingMarker(t *testing.T) {
 	doc := `<w:document><w:body><w:p><w:r><w:t>{{project.case_number}}</w:t></w:r></w:p></w:body></w:document>`
 	tmpl := minimalMergeDOCX(t, doc)
 	r := NewSubmissionRenderer()
-	out, err := r.Render(tmpl, PlaceholderMap{}, DefaultMissingMarker("de"))
+	out, err := r.Render(tmpl, docforge.PlaceholderMap{}, docforge.DefaultMissingMarker("de"))
 	if err != nil {
 		t.Fatalf("render: %v", err)
 	}
@@ -119,7 +121,7 @@ func TestRender_MissingMarker(t *testing.T) {
 	if !strings.Contains(body, "[KEIN WERT: project.case_number]") {
 		t.Errorf("expected KEIN WERT marker, got %q", body)
 	}
-	outEN, err := r.Render(tmpl, PlaceholderMap{}, DefaultMissingMarker("en"))
+	outEN, err := r.Render(tmpl, docforge.PlaceholderMap{}, docforge.DefaultMissingMarker("en"))
 	if err != nil {
 		t.Fatalf("render en: %v", err)
 	}
@@ -133,7 +135,7 @@ func TestRender_CrossRunPlaceholder(t *testing.T) {
 	doc := `<w:document><w:body><w:p><w:r><w:t>Hello {{</w:t></w:r><w:r><w:t>project</w:t></w:r><w:r><w:t>.case_number}}!</w:t></w:r></w:p></w:body></w:document>`
 	tmpl := minimalMergeDOCX(t, doc)
 	r := NewSubmissionRenderer()
-	out, err := r.Render(tmpl, PlaceholderMap{"project.case_number": "7 O 1234/26"}, nil)
+	out, err := r.Render(tmpl, docforge.PlaceholderMap{"project.case_number": "7 O 1234/26"}, nil)
 	if err != nil {
 		t.Fatalf("render: %v", err)
 	}
@@ -150,7 +152,7 @@ func TestRender_XMLEscaping(t *testing.T) {
 	doc := `<w:document><w:body><w:p><w:r><w:t>{{user.display_name}}</w:t></w:r></w:p></w:body></w:document>`
 	tmpl := minimalMergeDOCX(t, doc)
 	r := NewSubmissionRenderer()
-	out, err := r.Render(tmpl, PlaceholderMap{
+	out, err := r.Render(tmpl, docforge.PlaceholderMap{
 		"user.display_name": `Müller & Söhne <GmbH> "Special"`,
 	}, nil)
 	if err != nil {
@@ -190,79 +192,6 @@ func TestPlaceholderRegex_Boundaries(t *testing.T) {
 	}
 }
 
-func TestLegalSourcePretty(t *testing.T) {
-	tests := []struct {
-		src, lang, want string
-	}{
-		{"DE.ZPO.276.1", "de", "§ 276 Abs. 1 ZPO"},
-		{"DE.ZPO.276.1", "en", "Section 276(1) ZPO"},
-		{"DE.ZPO.253", "de", "§ 253 ZPO"},
-		{"DE.ZPO.253", "en", "Section 253 ZPO"},
-		{"UPC.RoP.23.1", "de", "Regel 23.1 VerfO UPC"},
-		{"UPC.RoP.23.1", "en", "Rule 23.1 RoP UPC"},
-		{"UPC.RoP.198", "de", "Regel 198 VerfO UPC"},
-		{"DE.PatG.83", "de", "§ 83 PatG"},
-		{"EPC.123", "de", "Art. 123 EPÜ"},
-		{"EPC.123", "en", "Art. 123 EPC"},
-		{"FOO.BAR.123", "de", "FOO.BAR.123"},
-		{"", "de", ""},
-	}
-	for _, tc := range tests {
-		t.Run(tc.src+"/"+tc.lang, func(t *testing.T) {
-			got := legalSourcePretty(tc.src, tc.lang)
-			if got != tc.want {
-				t.Errorf("legalSourcePretty(%q, %q) = %q, want %q", tc.src, tc.lang, got, tc.want)
-			}
-		})
-	}
-}
-
-func TestOurSideTranslations(t *testing.T) {
-	cases := []struct {
-		in, wantDE, wantEN string
-	}{
-		{"claimant", "Klägerin", "Claimant"},
-		{"defendant", "Beklagte", "Defendant"},
-		{"court", "Gericht", "Court"},
-		{"both", "Klägerin und Beklagte", "Claimant and Defendant"},
-		{"", "", ""},
-		{"unknown", "", ""},
-	}
-	for _, tc := range cases {
-		t.Run(tc.in, func(t *testing.T) {
-			if got := ourSideDE(tc.in); got != tc.wantDE {
-				t.Errorf("ourSideDE(%q) = %q, want %q", tc.in, got, tc.wantDE)
-			}
-			if got := ourSideEN(tc.in); got != tc.wantEN {
-				t.Errorf("ourSideEN(%q) = %q, want %q", tc.in, got, tc.wantEN)
-			}
-		})
-	}
-}
-
-func TestPatentNumberUPC(t *testing.T) {
-	tests := []struct {
-		in, want string
-	}{
-		{"EP 1 234 567 B1", "EP 1 234 567 (B1)"},
-		{"EP 4 056 049 A1", "EP 4 056 049 (A1)"},
-		{"DE 10 2020 123 456 A1", "DE 10 2020 123 456 (A1)"},
-		{"EP 1 234 567", "EP 1 234 567"},
-		{"  EP 1 234 567 B1  ", "EP 1 234 567 (B1)"},
-		{"", ""},
-		{"WO/2023/123456", "WO/2023/123456"},
-		{"EP 1 234 567 B12", "EP 1 234 567 B12"},
-	}
-	for _, tc := range tests {
-		t.Run(tc.in, func(t *testing.T) {
-			got := patentNumberUPC(tc.in)
-			if got != tc.want {
-				t.Errorf("patentNumberUPC(%q) = %q, want %q", tc.in, got, tc.want)
-			}
-		})
-	}
-}
-
 // TestRenderHTML_ExtractsParagraphsAndFormatting verifies the preview
 // HTML emitter walks <w:p> / <w:r> / <w:t> correctly and carries
 // bold/italic through to <strong>/<em>. Substituted placeholders are
@@ -276,7 +205,7 @@ func TestRenderHTML_ExtractsParagraphsAndFormatting(t *testing.T) {
 		`</w:body></w:document>`
 	tmpl := minimalMergeDOCX(t, doc)
 	r := NewSubmissionRenderer()
-	html, err := r.RenderHTML(tmpl, PlaceholderMap{"firm.name": "HLC"}, nil)
+	html, err := r.RenderHTML(tmpl, docforge.PlaceholderMap{"firm.name": "HLC"}, nil)
 	if err != nil {
 		t.Fatalf("render html: %v", err)
 	}
@@ -298,7 +227,7 @@ func TestRenderHTML_EscapesContent(t *testing.T) {
 	doc := `<w:document><w:body><w:p><w:r><w:t>{{user.display_name}}</w:t></w:r></w:p></w:body></w:document>`
 	tmpl := minimalMergeDOCX(t, doc)
 	r := NewSubmissionRenderer()
-	html, err := r.RenderHTML(tmpl, PlaceholderMap{
+	html, err := r.RenderHTML(tmpl, docforge.PlaceholderMap{
 		"user.display_name": `M&S <Inc> "X"`,
 	}, nil)
 	if err != nil {
@@ -317,7 +246,7 @@ func TestRenderHTML_WrapsMissingMarker(t *testing.T) {
 	doc := `<w:document><w:body><w:p><w:r><w:t>{{project.case_number}}</w:t></w:r></w:p></w:body></w:document>`
 	tmpl := minimalMergeDOCX(t, doc)
 	r := NewSubmissionRenderer()
-	html, err := r.RenderHTML(tmpl, PlaceholderMap{}, nil)
+	html, err := r.RenderHTML(tmpl, docforge.PlaceholderMap{}, nil)
 	if err != nil {
 		t.Fatalf("render html: %v", err)
 	}
@@ -335,7 +264,7 @@ func TestRenderHTML_WrapsMissingMarker(t *testing.T) {
 // value. There is no distinction at the renderer level between a value
 // that came from the resolved bag (project / parties / deadline lookups)
 // and a value the lawyer typed into the sidebar — both arrive in the
-// same PlaceholderMap and both must be wrapped.
+// same docforge.PlaceholderMap and both must be wrapped.
 func TestRenderHTML_WrapsOverriddenValueSameAsResolved(t *testing.T) {
 	doc := `<w:document><w:body>` +
 		`<w:p><w:r><w:t>{{project.case_number}} / {{firm.name}}</w:t></w:r></w:p>` +
@@ -344,7 +273,7 @@ func TestRenderHTML_WrapsOverriddenValueSameAsResolved(t *testing.T) {
 	r := NewSubmissionRenderer()
 	// project.case_number is the typed-by-lawyer override.
 	// firm.name is the always-resolved value from the firm bag.
-	html, err := r.RenderHTML(tmpl, PlaceholderMap{
+	html, err := r.RenderHTML(tmpl, docforge.PlaceholderMap{
 		"project.case_number": "UPC_CFI_42/2026",
 		"firm.name":           "HLC",
 	}, nil)
@@ -370,7 +299,7 @@ func TestRender_DocxOutputUnchangedByPreviewWrap(t *testing.T) {
 	doc := `<w:document><w:body><w:p><w:r><w:t>{{firm.name}}</w:t></w:r></w:p></w:body></w:document>`
 	tmpl := minimalMergeDOCX(t, doc)
 	r := NewSubmissionRenderer()
-	out, err := r.Render(tmpl, PlaceholderMap{"firm.name": "HLC"}, nil)
+	out, err := r.Render(tmpl, docforge.PlaceholderMap{"firm.name": "HLC"}, nil)
 	if err != nil {
 		t.Fatalf("render docx: %v", err)
 	}

pkg/docforge/errors.go

@@ -0,0 +1,7 @@
+package docforge
+
+import "errors"
+
+// ErrTemplateNotFound is returned by a TemplateStore when a template or
+// template version id does not exist. Consumers map it to a 404.
+var ErrTemplateNotFound = errors.New("docforge: template not found")

pkg/docforge/placeholder.go

@@ -0,0 +1,33 @@
+package docforge
+
+import "strings"
+
+// PlaceholderMap is the variable bag a ResolverSet builds and a format
+// exporter fills into a template. Keys are dotted paths without braces
+// (e.g. "project.case_number"); values are the substituted text — already
+// locale-aware, pretty-printed, and sanitised by the resolvers that
+// produced them.
+//
+// It is format-neutral: the .docx exporter substitutes these into OOXML,
+// but a future PDF/HTML/Markdown exporter consumes the same bag. The
+// {{key}} substitution grammar itself is the exporter's concern and lives
+// with the adapter (pkg/docforge/docx), not here.
+type PlaceholderMap map[string]string
+
+// MissingPlaceholderFn translates an unbound placeholder key into the
+// in-document marker token. DefaultMissingMarker returns the standard
+// "[KEIN WERT: <key>]" / "[NO VALUE: <key>]" form.
+type MissingPlaceholderFn func(key string) string
+
+// DefaultMissingMarker returns the standard missing-value marker for the
+// given UI language. Unbound placeholders render this marker inline so the
+// lawyer sees the gap in the document rather than the render failing.
+func DefaultMissingMarker(lang string) MissingPlaceholderFn {
+	prefix := "KEIN WERT"
+	if strings.EqualFold(lang, "en") {
+		prefix = "NO VALUE"
+	}
+	return func(key string) string {
+		return "[" + prefix + ": " + key + "]"
+	}
+}

pkg/docforge/store.go

@@ -0,0 +1,107 @@
+package docforge
+
+import "context"
+
+// TemplateMeta is the listable metadata for a stored template — cheap to
+// list because it carries no carrier bytes.
+type TemplateMeta struct {
+	ID           string
+	Slug         string // optional human handle; may be empty
+	NameDE       string
+	NameEN       string
+	Kind         string // consumer-domain tag, e.g. "submission"
+	SourceFormat string // "docx"
+	Firm         string // may be empty
+	IsActive     bool
+	Version      int // current version number; 0 when no version exists yet
+}
+
+// TemplateSlot is one variable slot placed in a template version's carrier.
+type TemplateSlot struct {
+	// Key is the variable bound here, in the placeholder grammar
+	// (e.g. "project.case_number").
+	Key string
+	// Anchor locates the slot within the carrier. With the sentinel
+	// strategy this is the token the authoring surface injected into the
+	// carrier OOXML at the slot position.
+	Anchor string
+	// Label is an optional human label for the authoring palette.
+	Label string
+	// OrderIndex orders slots for display.
+	OrderIndex int
+}
+
+// Template is a stored template resolved to its current version: metadata
+// plus everything needed to author or generate — the carrier bytes, the
+// stylemap, and the placed slots. CarrierBytes is format-opaque; the .docx
+// adapter wraps (CarrierBytes, Stylemap) into a docx.Carrier at compose
+// time, so this root type never imports the adapter.
+type Template struct {
+	TemplateMeta
+	CarrierBytes []byte
+	Stylemap     map[string]string
+	Slots        []TemplateSlot
+}
+
+// TemplateMetaInput is the payload for creating a new template (the
+// catalog row). ID and Version are assigned by the store.
+type TemplateMetaInput struct {
+	Slug         string // optional
+	NameDE       string
+	NameEN       string
+	Kind         string // defaults to "submission" when empty
+	SourceFormat string // defaults to "docx" when empty
+	Firm         string // optional
+	CreatedBy    string // auth user id (uuid) for the audit column
+}
+
+// TemplateVersionInput is the payload for creating a template version: the
+// carrier .docx, its stylemap, and the slots placed in it.
+type TemplateVersionInput struct {
+	CarrierBytes []byte
+	Stylemap     map[string]string
+	Slots        []TemplateSlot
+	CreatedBy    string // auth user id (uuid)
+}
+
+// TemplateFilter narrows a List. Zero-value fields mean "any".
+type TemplateFilter struct {
+	Firm       string // "" = any firm
+	Kind       string // "" = any kind
+	ActiveOnly bool   // true = is_active templates only
+}
+
+// TemplateStore persists and loads document templates. docforge defines
+// the contract; the consuming application implements it (paliad against
+// Postgres, with the carrier bytes in a bytea column). It is the seam the
+// authoring surface writes to and the generator reads from — a second
+// docforge consumer implements the same interface against its own storage.
+//
+// Versioning is snapshot-at-create (PRD §4 A3): Create makes version 1 and
+// pins it as current; AddVersion inserts the next version and re-points
+// current. Drafts pin a specific version so a later edit never shifts an
+// in-flight draft.
+type TemplateStore interface {
+	// List returns catalog metadata for templates matching the filter,
+	// without carrier bytes.
+	List(ctx context.Context, f TemplateFilter) ([]TemplateMeta, error)
+
+	// Get returns a template resolved to its current version (carrier +
+	// stylemap + slots). Returns ErrTemplateNotFound when id is unknown.
+	Get(ctx context.Context, id string) (*Template, error)
+
+	// GetVersion returns a template resolved to a specific version id —
+	// the path a draft uses to render its pinned snapshot. Returns
+	// ErrTemplateNotFound when the version is unknown.
+	GetVersion(ctx context.Context, versionID string) (*Template, error)
+
+	// Create inserts a new template plus its first version (version 1) and
+	// pins that version as current. Returns the resolved Template.
+	Create(ctx context.Context, meta TemplateMetaInput, first TemplateVersionInput) (*Template, error)
+
+	// AddVersion inserts the next version for an existing template and
+	// re-points current_version to it. Returns the resolved Template at
+	// the new version. Returns ErrTemplateNotFound when templateID is
+	// unknown.
+	AddVersion(ctx context.Context, templateID string, v TemplateVersionInput) (*Template, error)
+}

pkg/docforge/vars.go

@@ -0,0 +1,56 @@
+package docforge
+
+// VariableResolver populates one namespace of the placeholder bag.
+//
+// Each resolver owns a dotted namespace (e.g. "project", "parties") and
+// pushes its keys into a shared PlaceholderMap. The push model — rather
+// than a pull Resolve(key) — is deliberate: some namespaces emit a
+// data-dependent set of keys (a multi-party suit produces
+// parties.claimant.0.name, .1.name, … one per party), which a fixed
+// key-by-key pull interface can't enumerate cleanly. Populate lets each
+// resolver decide its own (possibly dynamic) key set in one pass.
+//
+// The consuming application implements concrete resolvers against its own
+// data sources (paliad resolves project/party/deadline state from its
+// Postgres database); docforge owns only the interface and the
+// composition machinery (ResolverSet). This is the seam a second consumer
+// (e.g. upc-commentary) plugs its own resolvers into without touching the
+// engine.
+type VariableResolver interface {
+	// Namespace returns the dotted prefix this resolver owns, e.g.
+	// "project". Informational — used for diagnostics and (later) the
+	// authoring variable palette's grouping.
+	Namespace() string
+
+	// Populate writes this resolver's keys into bag. Resolvers own
+	// disjoint namespaces, so population order across resolvers does not
+	// affect the final bag.
+	Populate(bag PlaceholderMap)
+}
+
+// ResolverSet composes an ordered list of VariableResolvers into a single
+// PlaceholderMap. It is the replacement for hard-coded "call addFooVars,
+// then addBarVars, …" sequencing: a consumer registers the resolvers that
+// apply to a given render and calls BuildBag.
+type ResolverSet struct {
+	resolvers []VariableResolver
+}
+
+// NewResolverSet builds a set from the given resolvers, in order.
+func NewResolverSet(resolvers ...VariableResolver) *ResolverSet {
+	return &ResolverSet{resolvers: resolvers}
+}
+
+// Add appends a resolver to the set.
+func (s *ResolverSet) Add(r VariableResolver) { s.resolvers = append(s.resolvers, r) }
+
+// BuildBag runs every resolver's Populate into a fresh PlaceholderMap and
+// returns it. Because resolvers own disjoint namespaces, the result is
+// independent of resolver order.
+func (s *ResolverSet) BuildBag() PlaceholderMap {
+	bag := PlaceholderMap{}
+	for _, r := range s.resolvers {
+		r.Populate(bag)
+	}
+	return bag
+}

pkg/litigationplanner/before_court_set_anchor_test.go

@@ -205,7 +205,11 @@ func TestCalculate_BeforeChildOfCourtSetParent_OutOfOrderSequence(t *testing.T)
 
 	cat := &stubCatalog{pt: pt, rules: rules}
 
-	timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{}, cat, noOpHolidays{}, fixedCourts{})
+	// IncludeOptional=true because translation_request carries
+	// priority='optional'; the test exercises the before-child-of-
+	// court-set-parent flow, which is orthogonal to the optional-rule
+	// suppression added in t-paliad-342.
+	timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{IncludeOptional: true}, cat, noOpHolidays{}, fixedCourts{})
 	if err != nil {
 		t.Fatalf("Calculate: %v", err)
 	}
@@ -301,8 +305,10 @@ func TestCalculate_BeforeChildOfCourtSetParent_WithOverride(t *testing.T) {
 
 	cat := &stubCatalog{pt: pt, rules: rules}
 
-	// User pins the oral hearing to 2026-10-15.
+	// User pins the oral hearing to 2026-10-15. IncludeOptional=true
+	// because translation_request is priority='optional' (t-paliad-342).
 	opts := CalcOptions{
+		IncludeOptional: true,
 		AnchorOverrides: map[string]string{
 			oralCode: "2026-10-15",
 		},

pkg/litigationplanner/engine.go

@@ -80,6 +80,21 @@ func Calculate(
 		overrideDates[code] = od
 	}
 
+	// Trigger-event anchors keyed by paliad.trigger_events.code
+	// (t-paliad-342). Parsed up-front so malformed dates error before
+	// the rule walk. When a rule has trigger_event_id set, the engine
+	// looks up triggerAnchorByCode[trigger_event.code] for the
+	// semantic anchor instead of falling back to the proceeding's
+	// trigger date.
+	triggerAnchorByCode := make(map[string]time.Time, len(opts.TriggerEventAnchors))
+	for code, dateStr := range opts.TriggerEventAnchors {
+		td, err := time.Parse("2006-01-02", dateStr)
+		if err != nil {
+			return nil, fmt.Errorf("invalid trigger event anchor for %q (%q): %w", code, dateStr, err)
+		}
+		triggerAnchorByCode[code] = td
+	}
+
 	// Look up proceeding type metadata.
 	pickedProceeding, rules, err := catalog.LoadProceeding(ctx, proceedingCode, opts.ProjectHint)
 	if err != nil {
@@ -213,6 +228,7 @@ func Calculate(
 	perCardAppellant := opts.PerCardAppellant
 	skippedIDs := make(map[uuid.UUID]struct{}, len(skipRules))
 	hiddenCount := 0
+	rulesAwaitingAnchor := 0
 	appellantContext := make(map[uuid.UUID]string, len(rules))
 
 	for _, r := range walkRules {
@@ -227,6 +243,17 @@ func Calculate(
 			continue
 		}
 
+		// Optional-rule suppression (t-paliad-342 / youpcorg#2570).
+		// Rules tagged priority='optional' don't auto-fire in the
+		// default timeline; the caller opts in via
+		// CalcOptions.IncludeOptional. Cascade through skippedIDs so
+		// children chaining off the suppressed rule also drop — they
+		// can't compute a date against a missing parent.
+		if r.Priority == "optional" && !opts.IncludeOptional {
+			skippedIDs[r.ID] = struct{}{}
+			continue
+		}
+
 		// SkipRules suppression (t-paliad-265).
 		// t-paliad-290 (m/paliad#122): when opts.IncludeHidden is set,
 		// we re-surface the directly-skipped row (faded via IsHidden)
@@ -327,15 +354,43 @@ func Calculate(
 		// (m/paliad#126 / t-paliad-294). When a rule has a real
 		// trigger_event_id, that catalog event is the actual semantic
 		// anchor — not the parent_id node, which is only the calc-time
-		// arithmetic anchor. Only the user-facing wire fields shift;
-		// parentRule (and the parent_id chain feeding parentIsCourtSet
-		// and the calc-time arithmetic below) stays anchored on the
-		// rule tree.
+		// arithmetic anchor. Only the user-facing wire fields shift
+		// here; the calc-time anchor logic for trigger_event_id rules
+		// lives just below.
+		var triggerEventAnchor time.Time
+		var hasTriggerEventAnchor bool
 		if r.TriggerEventID != nil {
 			if te, ok := triggerEventByID[*r.TriggerEventID]; ok {
 				d.ParentRuleCode = te.Code
 				d.ParentRuleName = te.NameDE
 				d.ParentRuleNameEN = te.Name
+				if td, ok := triggerAnchorByCode[te.Code]; ok {
+					triggerEventAnchor = td
+					hasTriggerEventAnchor = true
+				}
+			}
+
+			// Trigger-event semantic-anchor suppression (t-paliad-342 /
+			// youpcorg#2568). When a rule has an explicit trigger_event_id
+			// but the caller hasn't supplied a date for that event via
+			// CalcOptions.TriggerEventAnchors, the engine refuses to
+			// fabricate a date off the proceeding's trigger date — the
+			// rule's semantic anchor is the event itself, not the SoC.
+			// Render IsConditional with empty dates and propagate via
+			// courtSet so descendants chaining off this rule also surface
+			// as conditional rather than projecting fictional dates.
+			if !hasTriggerEventAnchor {
+				d.IsConditional = true
+				d.IsCourtSet = true
+				d.DueDate = ""
+				d.OriginalDate = ""
+				courtSet[r.ID] = true
+				rulesAwaitingAnchor++
+				if r.SubmissionCode != nil {
+					skippedIDs[r.ID] = struct{}{}
+				}
+				deadlines = append(deadlines, d)
+				continue
 			}
 		}
 
@@ -379,6 +434,20 @@ func Calculate(
 				}
 			}
 
+			// Trigger-event anchor wins over the bucket logic below: a
+			// zero-duration rule with trigger_event_id is "occurs on the
+			// trigger event's date". Anchor missing was already caught
+			// above (suppression branch).
+			if hasTriggerEventAnchor {
+				d.DueDate = triggerEventAnchor.Format("2006-01-02")
+				d.OriginalDate = d.DueDate
+				if r.SubmissionCode != nil {
+					computed[*r.SubmissionCode] = triggerEventAnchor
+				}
+				deadlines = append(deadlines, d)
+				continue
+			}
+
 			if r.ParentID == nil && !r.IsCourtSet {
 				// Bucket 1: timeline anchor.
 				d.IsRootEvent = true
@@ -457,11 +526,19 @@ func Calculate(
 			continue
 		}
 
-		// Anchor: prefer alt-anchor (e.g. priority_date for
-		// epa.grant.exa publish) when supplied, then parent's computed
-		// date (or user override), then trigger date.
+		// Anchor priority:
+		//   1. trigger_event_id semantic anchor (t-paliad-342) — when
+		//      the rule has trigger_event_id and the caller supplied a
+		//      date in TriggerEventAnchors, that date wins over the
+		//      parent chain AND the priority_date alt-anchor. The
+		//      missing-anchor case was already short-circuited above.
+		//   2. priority_date alt-anchor (epa.grant.exa publish).
+		//   3. parent's computed date (or user override).
+		//   4. proceeding trigger date (default fallback).
 		baseDate := triggerDate
-		if r.AnchorAlt != nil && *r.AnchorAlt == "priority_date" && priorityDate != nil {
+		if hasTriggerEventAnchor {
+			baseDate = triggerEventAnchor
+		} else if r.AnchorAlt != nil && *r.AnchorAlt == "priority_date" && priorityDate != nil {
 			baseDate = *priorityDate
 		} else if r.ParentID != nil {
 			for _, prev := range rules {
@@ -635,12 +712,13 @@ func Calculate(
 	}
 
 	resp := &Timeline{
-		ProceedingType:   pickedProceeding.Code,
-		ProceedingName:   pickedProceeding.Name,
-		ProceedingNameEN: pickedProceeding.NameEN,
-		TriggerDate:      triggerDateStr,
-		Deadlines:        deadlines,
-		HiddenCount:      hiddenCount,
+		ProceedingType:      pickedProceeding.Code,
+		ProceedingName:      pickedProceeding.Name,
+		ProceedingNameEN:    pickedProceeding.NameEN,
+		TriggerDate:         triggerDateStr,
+		Deadlines:           deadlines,
+		HiddenCount:         hiddenCount,
+		RulesAwaitingAnchor: rulesAwaitingAnchor,
 	}
 	// Sub-track routing keeps the user-picked proceeding's identity,
 	// so the trigger-event label rides on `pickedProceeding`.

pkg/litigationplanner/optional_and_trigger_anchor_test.go

@@ -0,0 +1,379 @@
+package litigationplanner
+
+import (
+	"context"
+	"testing"
+
+	"github.com/google/uuid"
+)
+
+// Tests for t-paliad-342 / youpcorg#2568 + #2570.
+//
+// Two paired engine semantics:
+//
+//   - Optional rules (priority='optional') don't auto-fire in the
+//     default timeline; the caller opts in via
+//     CalcOptions.IncludeOptional.
+//   - Rules with explicit trigger_event_id anchor on the trigger
+//     event's date (CalcOptions.TriggerEventAnchors keyed by
+//     trigger_events.code). Missing anchor = render conditional
+//     instead of fabricating a date off the proceeding's trigger date.
+
+// stubCatalogWithTriggers extends stubCatalog with a trigger-events
+// map so the engine can resolve TriggerEventID → code for the
+// trigger-anchor branch. stubCatalog from before_court_set_anchor_test.go
+// returns an empty map, which suffices for tests that don't exercise
+// trigger_event_id; here we need real entries.
+type stubCatalogWithTriggers struct {
+	stubCatalog
+	triggerEvents map[int64]TriggerEvent
+}
+
+func (s *stubCatalogWithTriggers) LoadTriggerEventsByIDs(_ context.Context, ids []int64) (map[int64]TriggerEvent, error) {
+	out := make(map[int64]TriggerEvent, len(ids))
+	for _, id := range ids {
+		if te, ok := s.triggerEvents[id]; ok {
+			out[id] = te
+		}
+	}
+	return out, nil
+}
+
+// mandatory_socRule builds a minimal SoC root rule + the proceeding
+// type wrapper that nearly every test below needs.
+func mandatorySocFixture(t *testing.T) (ProceedingType, Rule, uuid.UUID) {
+	t.Helper()
+	jurisdiction := "UPC"
+	procID := 1
+	pt := ProceedingType{
+		ID:           procID,
+		Code:         "upc.inf.cfi",
+		Name:         "Verletzungsverfahren",
+		Jurisdiction: &jurisdiction,
+		IsActive:     true,
+	}
+	socID, _ := uuid.NewRandom()
+	socCode := "upc.inf.cfi.soc"
+	procIDPtr := &procID
+	str := func(s string) *string { return &s }
+	soc := Rule{
+		ID:               socID,
+		ProceedingTypeID: procIDPtr,
+		ParentID:         nil,
+		SubmissionCode:   &socCode,
+		Name:             "Klageerhebung",
+		NameEN:           "SoC",
+		PrimaryParty:     str("claimant"),
+		DurationValue:    0,
+		DurationUnit:     "months",
+		Timing:           str("after"),
+		SequenceOrder:    0,
+		IsActive:         true,
+		LifecycleState:   "published",
+		Priority:         "mandatory",
+	}
+	return pt, soc, socID
+}
+
+// TestCalculate_TriggerEventIDWithoutAnchor_Suppressed verifies the
+// RoP.109.5 bug from youpcorg#2568: a rule with trigger_event_id and
+// no parent_id must NOT fall back to the proceeding's trigger date.
+// The buggy behaviour rendered the rule with a fabricated date 2 weeks
+// before the user's SoC date.
+func TestCalculate_TriggerEventIDWithoutAnchor_Suppressed(t *testing.T) {
+	ctx := context.Background()
+	pt, soc, _ := mandatorySocFixture(t)
+
+	str := func(s string) *string { return &s }
+	procIDPtr := &pt.ID
+	ruleID, _ := uuid.NewRandom()
+	ruleCode := "upc.inf.cfi.rop_109_5"
+	rop109_5Trigger := int64(49)
+	rop109_5 := Rule{
+		ID:               ruleID,
+		ProceedingTypeID: procIDPtr,
+		ParentID:         nil,
+		SubmissionCode:   &ruleCode,
+		Name:             "Vorbereitung mündliche Verhandlung",
+		NameEN:           "Oral hearing preparation",
+		PrimaryParty:     str("both"),
+		DurationValue:    2,
+		DurationUnit:     "weeks",
+		Timing:           str("before"),
+		SequenceOrder:    100,
+		IsActive:         true,
+		LifecycleState:   "published",
+		Priority:         "mandatory",
+		TriggerEventID:   &rop109_5Trigger,
+	}
+
+	cat := &stubCatalogWithTriggers{
+		stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, rop109_5}},
+		triggerEvents: map[int64]TriggerEvent{
+			49: {ID: 49, Code: "oral_hearing", Name: "Oral hearing", NameDE: "Mündliche Verhandlung"},
+		},
+	}
+
+	timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{}, cat, noOpHolidays{}, fixedCourts{})
+	if err != nil {
+		t.Fatalf("Calculate: %v", err)
+	}
+
+	byCode := make(map[string]TimelineEntry, len(timeline.Deadlines))
+	for _, d := range timeline.Deadlines {
+		byCode[d.Code] = d
+	}
+
+	rop, ok := byCode[ruleCode]
+	if !ok {
+		t.Fatalf("RoP.109.5 missing from timeline; want present with conditional-no-date")
+	}
+	if rop.DueDate != "" {
+		t.Errorf("RoP.109.5: DueDate=%q, want empty (no oral_hearing anchor supplied)", rop.DueDate)
+	}
+	if !rop.IsConditional {
+		t.Errorf("RoP.109.5: IsConditional=%v, want true", rop.IsConditional)
+	}
+	if timeline.RulesAwaitingAnchor != 1 {
+		t.Errorf("RulesAwaitingAnchor=%d, want 1", timeline.RulesAwaitingAnchor)
+	}
+}
+
+// TestCalculate_TriggerEventIDWithAnchor_Renders verifies the
+// caller-supplied trigger-event anchor produces correct arithmetic.
+// 2 weeks before 2026-10-15 = 2026-10-01.
+func TestCalculate_TriggerEventIDWithAnchor_Renders(t *testing.T) {
+	ctx := context.Background()
+	pt, soc, _ := mandatorySocFixture(t)
+
+	str := func(s string) *string { return &s }
+	procIDPtr := &pt.ID
+	ruleID, _ := uuid.NewRandom()
+	ruleCode := "upc.inf.cfi.rop_109_5"
+	rop109_5Trigger := int64(49)
+	rop109_5 := Rule{
+		ID:               ruleID,
+		ProceedingTypeID: procIDPtr,
+		ParentID:         nil,
+		SubmissionCode:   &ruleCode,
+		Name:             "Vorbereitung mündliche Verhandlung",
+		NameEN:           "Oral hearing preparation",
+		PrimaryParty:     str("both"),
+		DurationValue:    2,
+		DurationUnit:     "weeks",
+		Timing:           str("before"),
+		SequenceOrder:    100,
+		IsActive:         true,
+		LifecycleState:   "published",
+		Priority:         "mandatory",
+		TriggerEventID:   &rop109_5Trigger,
+	}
+
+	cat := &stubCatalogWithTriggers{
+		stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, rop109_5}},
+		triggerEvents: map[int64]TriggerEvent{
+			49: {ID: 49, Code: "oral_hearing", Name: "Oral hearing", NameDE: "Mündliche Verhandlung"},
+		},
+	}
+
+	opts := CalcOptions{
+		TriggerEventAnchors: map[string]string{
+			"oral_hearing": "2026-10-15",
+		},
+	}
+	timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", opts, cat, noOpHolidays{}, fixedCourts{})
+	if err != nil {
+		t.Fatalf("Calculate: %v", err)
+	}
+
+	byCode := make(map[string]TimelineEntry, len(timeline.Deadlines))
+	for _, d := range timeline.Deadlines {
+		byCode[d.Code] = d
+	}
+
+	rop := byCode[ruleCode]
+	if rop.DueDate != "2026-10-01" {
+		t.Errorf("RoP.109.5: DueDate=%q, want 2026-10-01 (2 weeks before oral_hearing 2026-10-15)", rop.DueDate)
+	}
+	if rop.IsConditional {
+		t.Errorf("RoP.109.5: IsConditional=%v, want false (anchor supplied)", rop.IsConditional)
+	}
+	if timeline.RulesAwaitingAnchor != 0 {
+		t.Errorf("RulesAwaitingAnchor=%d, want 0", timeline.RulesAwaitingAnchor)
+	}
+}
+
+// TestCalculate_MandatoryRule_RendersByDefault is the control case for
+// the optional-suppression fix: mandatory rules render with their
+// computed dates by default. Prevents regression where the optional
+// filter accidentally drops mandatory rules too.
+func TestCalculate_MandatoryRule_RendersByDefault(t *testing.T) {
+	ctx := context.Background()
+	pt, soc, socID := mandatorySocFixture(t)
+
+	str := func(s string) *string { return &s }
+	procIDPtr := &pt.ID
+	replyID, _ := uuid.NewRandom()
+	replyCode := "upc.inf.cfi.reply"
+	reply := Rule{
+		ID:               replyID,
+		ProceedingTypeID: procIDPtr,
+		ParentID:         &socID,
+		SubmissionCode:   &replyCode,
+		Name:             "Klageerwiderung",
+		NameEN:           "Reply to SoC",
+		PrimaryParty:     str("defendant"),
+		DurationValue:    3,
+		DurationUnit:     "months",
+		Timing:           str("after"),
+		SequenceOrder:    10,
+		IsActive:         true,
+		LifecycleState:   "published",
+		Priority:         "mandatory",
+	}
+
+	cat := &stubCatalogWithTriggers{
+		stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, reply}},
+	}
+
+	timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{}, cat, noOpHolidays{}, fixedCourts{})
+	if err != nil {
+		t.Fatalf("Calculate: %v", err)
+	}
+
+	byCode := make(map[string]TimelineEntry, len(timeline.Deadlines))
+	for _, d := range timeline.Deadlines {
+		byCode[d.Code] = d
+	}
+
+	got, ok := byCode[replyCode]
+	if !ok {
+		t.Fatalf("mandatory reply rule missing from default timeline")
+	}
+	if got.DueDate != "2026-08-26" {
+		t.Errorf("reply: DueDate=%q, want 2026-08-26 (3 months after SoC)", got.DueDate)
+	}
+}
+
+// TestCalculate_OptionalRule_SuppressedByDefault pins the
+// youpcorg#2570 fix: priority='optional' rules don't render in the
+// default timeline. The caller opts in via IncludeOptional=true.
+func TestCalculate_OptionalRule_SuppressedByDefault(t *testing.T) {
+	ctx := context.Background()
+	pt, soc, socID := mandatorySocFixture(t)
+
+	str := func(s string) *string { return &s }
+	procIDPtr := &pt.ID
+	confID, _ := uuid.NewRandom()
+	confCode := "upc.inf.cfi.rop_262_2"
+	conf := Rule{
+		ID:               confID,
+		ProceedingTypeID: procIDPtr,
+		ParentID:         &socID,
+		SubmissionCode:   &confCode,
+		Name:             "Erwiderung Vertraulichkeitsantrag",
+		NameEN:           "Reply to confidentiality motion",
+		PrimaryParty:     str("both"),
+		DurationValue:    14,
+		DurationUnit:     "days",
+		Timing:           str("after"),
+		SequenceOrder:    20,
+		IsActive:         true,
+		LifecycleState:   "published",
+		Priority:         "optional",
+	}
+
+	cat := &stubCatalogWithTriggers{
+		stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, conf}},
+	}
+
+	timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{}, cat, noOpHolidays{}, fixedCourts{})
+	if err != nil {
+		t.Fatalf("Calculate: %v", err)
+	}
+
+	for _, d := range timeline.Deadlines {
+		if d.Code == confCode {
+			t.Errorf("optional R.262(2) rule rendered in default timeline (DueDate=%q); want suppressed", d.DueDate)
+		}
+	}
+}
+
+// TestCalculate_OptionalRule_RendersWithIncludeOptional verifies the
+// opt-in path: when the caller passes IncludeOptional=true, optional
+// rules show up in the timeline with their computed dates.
+func TestCalculate_OptionalRule_RendersWithIncludeOptional(t *testing.T) {
+	ctx := context.Background()
+	pt, soc, socID := mandatorySocFixture(t)
+
+	str := func(s string) *string { return &s }
+	procIDPtr := &pt.ID
+	confID, _ := uuid.NewRandom()
+	confCode := "upc.inf.cfi.rop_262_2"
+	conf := Rule{
+		ID:               confID,
+		ProceedingTypeID: procIDPtr,
+		ParentID:         &socID,
+		SubmissionCode:   &confCode,
+		Name:             "Erwiderung Vertraulichkeitsantrag",
+		NameEN:           "Reply to confidentiality motion",
+		PrimaryParty:     str("both"),
+		DurationValue:    14,
+		DurationUnit:     "days",
+		Timing:           str("after"),
+		SequenceOrder:    20,
+		IsActive:         true,
+		LifecycleState:   "published",
+		Priority:         "optional",
+	}
+
+	cat := &stubCatalogWithTriggers{
+		stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc, conf}},
+	}
+
+	timeline, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", CalcOptions{IncludeOptional: true}, cat, noOpHolidays{}, fixedCourts{})
+	if err != nil {
+		t.Fatalf("Calculate: %v", err)
+	}
+
+	byCode := make(map[string]TimelineEntry, len(timeline.Deadlines))
+	for _, d := range timeline.Deadlines {
+		byCode[d.Code] = d
+	}
+
+	got, ok := byCode[confCode]
+	if !ok {
+		t.Fatalf("optional R.262(2) missing from timeline despite IncludeOptional=true")
+	}
+	// R.262(2) is the "optional opposing-side" pattern (priority=optional,
+	// primary_party=both, parent=SoC root) — the engine renders this as
+	// IsConditional (no concrete date) per the t-paliad-289 logic
+	// preserved in the walk. The point of this test is that the rule
+	// is no longer suppressed wholesale by the t-paliad-342 default —
+	// it surfaces, just with the conditional-render UX.
+	if !got.IsConditional {
+		t.Errorf("R.262(2): IsConditional=%v, want true (optional opposing-side, no real trigger recorded)", got.IsConditional)
+	}
+}
+
+// TestCalculate_TriggerEventID_MalformedAnchor_Errors ensures
+// malformed dates in TriggerEventAnchors fail fast at the top of the
+// engine, before any rule walking — same protocol as AnchorOverrides.
+func TestCalculate_TriggerEventID_MalformedAnchor_Errors(t *testing.T) {
+	ctx := context.Background()
+	pt, soc, _ := mandatorySocFixture(t)
+
+	cat := &stubCatalogWithTriggers{
+		stubCatalog: stubCatalog{pt: pt, rules: []Rule{soc}},
+	}
+
+	opts := CalcOptions{
+		TriggerEventAnchors: map[string]string{
+			"oral_hearing": "15-10-2026", // wrong format
+		},
+	}
+	_, err := Calculate(ctx, "upc.inf.cfi", "2026-05-26", opts, cat, noOpHolidays{}, fixedCourts{})
+	if err == nil {
+		t.Fatalf("Calculate: want error on malformed TriggerEventAnchors date, got nil")
+	}
+}

pkg/litigationplanner/types.go

@@ -334,6 +334,25 @@ type CalcOptions struct {
 	// filter applied) so a stale frontend chip doesn't break the
 	// timeline render — see IsValidAppealTarget.
 	AppealTarget string
+
+	// IncludeOptional surfaces rules with priority='optional' in the
+	// default timeline (t-paliad-342 / youpcorg#2570). Default false:
+	// optional rules don't auto-fire alongside mandatory ones. The
+	// caller (paliad /tools/procedures, youpc.org/deadlines) wires this
+	// to a user-facing "show optional applications" toggle.
+	IncludeOptional bool
+
+	// TriggerEventAnchors supplies concrete dates for procedural events
+	// referenced by rules' trigger_event_id (t-paliad-342 / youpcorg#2568).
+	// Key = paliad.trigger_events.code (e.g. "oral_hearing"), value =
+	// YYYY-MM-DD. When a rule carries an explicit trigger_event_id, that
+	// catalog event is the authoritative semantic anchor: arithmetic
+	// resolves against TriggerEventAnchors[code] if set, otherwise the
+	// rule is suppressed as IsConditional (no fabricated date off the
+	// user's trigger date). Empty map = engine never anchors on a
+	// trigger event, so every rule with trigger_event_id surfaces as
+	// conditional.
+	TriggerEventAnchors map[string]string
 }
 
 // ProjectHint scopes a Catalog call to a specific project. Paliad's
@@ -375,6 +394,13 @@ type Timeline struct {
 	TriggerEventLabel   string          `json:"triggerEventLabel,omitempty"`
 	TriggerEventLabelEN string          `json:"triggerEventLabelEN,omitempty"`
 	HiddenCount         int             `json:"hiddenCount"`
+	// RulesAwaitingAnchor counts rules suppressed because their
+	// trigger_event_id anchor date wasn't supplied via
+	// CalcOptions.TriggerEventAnchors (t-paliad-342). Such rules still
+	// render in the timeline as IsConditional (no date) — the field
+	// gives the caller a single integer for "N rules waiting on an
+	// anchor" UI affordances + telemetry.
+	RulesAwaitingAnchor int `json:"rulesAwaitingAnchor,omitempty"`
 }
 
 // TimelineEntry matches the frontend's CalculatedDeadline TypeScript
@@ -505,7 +531,17 @@ type RuleCalculationProceeding struct {
 
 // FristenrechnerType mirrors the /api/tools/proceeding-types response
 // metadata.
+//
+// ID is the paliad.proceeding_types primary key. Surfaces so frontend
+// pickers (Litigation Builder add-proceeding, fristenrechner-wizard
+// project prefill) can POST the FK directly without a code→id round
+// trip. Historically code-keyed; the Litigation Builder POSTing
+// proceeding_type_id (int) to /api/builder/scenarios/{id}/proceedings
+// forced surfacing the id (t-paliad-345 — the missing id meant the
+// POST silently sent body={} and the "+ Verfahren hinzufügen" button
+// did nothing).
 type FristenrechnerType struct {
+	ID     int    `json:"id"`
 	Code   string `json:"code"`
 	Name   string `json:"name"`
 	NameEN string `json:"nameEN"`

pkg/litigationplanner/types_wire_test.go

@@ -0,0 +1,50 @@
+package litigationplanner
+
+import (
+	"encoding/json"
+	"strings"
+	"testing"
+)
+
+// TestFristenrechnerType_WireShapeIncludesID is the regression test for
+// t-paliad-345: the /api/tools/proceeding-types JSON response must
+// include `id` so frontend pickers (Litigation Builder add-proceeding,
+// fristenrechner-wizard project prefill) can POST proceeding_type_id
+// directly without a code→id round trip. When the id was missing the
+// Litigation Builder "+ Verfahren hinzufügen" button silently dropped
+// the proceeding_type_id from the POST body (JSON.stringify omits
+// undefined keys), the server rejected with 400, and the client
+// swallowed the error — user-visible symptom was "nothing happens".
+func TestFristenrechnerType_WireShapeIncludesID(t *testing.T) {
+	in := FristenrechnerType{
+		ID:     42,
+		Code:   "upc.inf.cfi",
+		Name:   "UPC Verletzungsverfahren",
+		NameEN: "UPC Infringement Action",
+		Group:  "UPC",
+	}
+	b, err := json.Marshal(in)
+	if err != nil {
+		t.Fatalf("marshal: %v", err)
+	}
+	got := string(b)
+	if !strings.Contains(got, `"id":42`) {
+		t.Errorf("missing id in wire shape: %s", got)
+	}
+	for _, want := range []string{`"code":"upc.inf.cfi"`, `"nameEN":"UPC Infringement Action"`} {
+		if !strings.Contains(got, want) {
+			t.Errorf("missing %q in wire shape: %s", want, got)
+		}
+	}
+
+	// Round-trip — a client that posts the id back to /api/builder/
+	// scenarios/{id}/proceedings should see it preserved as an integer
+	// (paliad.scenario_proceedings.proceeding_type_id is INT, not UUID).
+	var out FristenrechnerType
+	if err := json.Unmarshal(b, &out); err != nil {
+		t.Fatalf("unmarshal: %v", err)
+	}
+	if out.ID != 42 {
+		t.Errorf("id lost on round-trip: got %d want 42", out.ID)
+	}
+}