fix(dashboard): t-paliad-227 — rebuild edit mode on a single 12-col grid (m/paliad#69)

Three issues from Slice B were entangled in the same root cause:

1. **Drag/drop reorder only swapped the first two same-size widgets.**
   Widgets lived in two parents (.container + .dashboard-columns); the
   old applyLayout used parent.appendChild per widget which physically
   moved every .container widget to the END of .container — past the
   .dashboard-columns row, edit-footer, and save-toast. Only the two
   columns inside .dashboard-columns swapped visibly because they
   shared a parent. Cross-row drags appeared to silently no-op.

2. **No resize affordance** — the design's per-widget sizing existed
   only on paper.

3. **Per-widget options were thin** — count + horizon dropdowns only.

This change rebuilds the whole layout primitive on a single 12-column
CSS grid:

Backend (internal/services/):
- DashboardWidgetRef gains x/y/w/h grid coordinates. Validator clamps
  against catalog MinW/MaxW/MinH/MaxH and rejects x+w > 12.
- WidgetDef gains DefaultW/H + MinW/MaxW/MinH/MaxH for the resize clamps.
- WidgetSettingsSchema gains Views ([{id,label_de,label_en}]), CountMax,
  HorizonMax. Validator accepts free-form ints inside [1,CountMax] in
  addition to dropdown presets, plus view-id against schema.
- WidgetCatalog wires views for upcoming-deadlines/-appointments (list,
  calendar), inline-agenda (timeline, list), recent-activity (full,
  compact), plus default sizes per widget.
- FactoryDefaultLayout greedy-packs visible widgets onto the grid,
  tracking row-max height so taller previous neighbours never overlap.

Frontend:
- dashboard.tsx: every widget moved into a single .dashboard-grid
  wrapper; matter-summary converted to a CollapsibleSection so it
  participates in the grid like everything else.
- applyLayout rewritten — never moves DOM nodes; writes inline
  grid-column / grid-row from computed placements. computePlacements
  trusts explicit positions and auto-flows the rest with the same
  rowMaxH-aware packer the backend uses.
- reorderViaDnd swaps (x, y) instead of array order; layout re-sorted
  by (y, x) so the persisted array matches visual order.
- Resize handles in edit mode: bottom-right pointer-drag, cellW/cellH
  derived from live grid metrics, snaps to grid + clamps to schema,
  autosaves on pointerup. Native HTML5 DnD suppressed during resize.
- afterLayoutMutation now materialises every visible widget's
  (x,y,w,h) so the spec stays self-describing — no mixed
  explicit/auto-flow on next render.
- Gear popover expanded: view segmented control, custom count/horizon
  numeric inputs alongside preset dropdowns, size (W/H) + position
  (X/Y) spinners. Every visible widget gets a gear in edit mode.
- View-aware renderers:
  - upcoming-deadlines / -appointments: list (default) or mini-month
    calendar with item dots.
  - inline-agenda: timeline (default) or flat list.
  - recent-activity: full (default) or compact (one-line per row).

CSS:
- .dashboard-grid (12 cols, dense auto-flow); collapses to single
  stack on narrow viewports.
- .dashboard-widget__resize handle (bottom-right diagonal stripes).
- .dashboard-widget__view-group segmented control.
- .dashboard-cal-* mini-calendar.
- .dashboard-activity-list--compact one-line variant.
- Grid items get card chrome via .dashboard-grid > .dashboard-section.

Tests:
- New: AcceptsCustomCountWithinMax, AcceptsValidView,
  RejectsUnknownView, RejectsViewOnNoViewWidget, GridPosition,
  GridSizeOutsideClamps, NoOverlap (greedy packer regression),
  AssignsPositions.
- Updated: BadSettings now asserts a value above CountMax (free-form
  values inside [1,CountMax] are valid; presets stay valid too).

Backwards-compatible: a stored layout without x/y/w/h still loads — the
client's auto-flow placer puts widgets into a clean single column until
the user customises. The first drag / resize / settings tweak
materialises all positions so subsequent renders are deterministic.

.m/config.yaml

@@ -1,6 +1,3 @@
-# Project-specific mai configuration
-# Auto-generated by 'mai init' — run 'mai setup' to customize
-
 provider: claude
 providers:
     claude:
@@ -47,21 +44,13 @@ worker:
     name_scheme: role
     default_level: standard
     auto_discard: false
-    max_workers: 5
+    max_workers: 7
     persistent: true
 head:
-    name: "paliadin"
-    max_loops: 50
-    infinity_mode: false
-    max_idle_duration: 2h0m0s
-    backoff_intervals:
-        - 5
-        - 10
-        - 15
-        - 30
+    name: paliadin
 capacity:
     global:
-        max_workers: 5
+        max_workers: 7
         max_heads: 3
     per_worker:
         max_tasks_lifetime: 0

Makefile

@@ -0,0 +1,73 @@
+# Paliad — developer entrypoints.
+#
+# Targets here are the gate tier from the test-strategy design
+# (docs/design-paliad-test-strategy-2026-05-19.md). Slice 1 lands:
+#
+#   make verify-migrations   — dry-run every pending migration (BEGIN..ROLLBACK)
+#                              plus the full boot smoke (apply + tracker
+#                              advances + /healthz returns 200).
+#   make verify-mig          — alias for verify-migrations.
+#   make test                — short test pass: go test ./internal/... -short
+#                              plus the cmd/server package. Includes the
+#                              live-DB tests when TEST_DATABASE_URL is set,
+#                              skips them otherwise.
+#   make test-go             — go test ./... -race (full Go suite).
+#
+# Future slices will extend this with:
+#   make test-frontend       — bun test (Slice 3 / Slice 6)
+#   make e2e                 — Playwright golden-path suite (Slice 4)
+#
+# All targets are idempotent. None of them write to the filesystem outside
+# the test runner's working dirs. None of them touch internal/db/migrations/
+# files.
+
+.PHONY: help verify-migrations verify-mig test test-go
+
+help:
+	@echo "Paliad — developer targets"
+	@echo ""
+	@echo "  verify-migrations   Dry-run pending migrations + boot smoke (needs TEST_DATABASE_URL)"
+	@echo "  verify-mig          Alias for verify-migrations"
+	@echo "  test                Short test pass — covers gate tier"
+	@echo "  test-go             Full Go suite with race detector"
+	@echo ""
+	@echo "Set TEST_DATABASE_URL to enable live-DB tests. Example:"
+	@echo "  export TEST_DATABASE_URL=postgres://paliad:...@localhost:11833/paliad_test"
+
+# Gate target — the test that would have caught mig 098 / mig 099 before
+# deploy. Combines:
+#   - TestMigrations_DryRun  (internal/db): per-migration BEGIN..ROLLBACK
+#   - TestBootSmoke          (cmd/server): apply-end-to-end + tracker advances
+#                                          + /healthz 200
+#
+# Requires TEST_DATABASE_URL. Without it, both tests skip and the target
+# is effectively a no-op — guard against that explicitly so CI doesn't
+# silently green a missing env var.
+verify-migrations:
+	@if [ -z "$$TEST_DATABASE_URL" ]; then \
+		echo "ERROR: TEST_DATABASE_URL is not set."; \
+		echo "       The migration gate cannot run without a scratch DB."; \
+		echo "       Set TEST_DATABASE_URL to a Postgres URL the test can"; \
+		echo "       open transactions against, e.g."; \
+		echo "         export TEST_DATABASE_URL=postgres://paliad:PW@localhost:11833/paliad_test"; \
+		exit 2; \
+	fi
+	@echo "==> migration dry-run (per-mig BEGIN..ROLLBACK)"
+	go test -count=1 -run TestMigrations_DryRun ./internal/db/
+	@echo "==> boot smoke (apply + tracker + /healthz)"
+	go test -count=1 -run TestBootSmoke ./cmd/server/
+
+verify-mig: verify-migrations
+
+# Gate-tier test pass. -short skips the slow live-DB tests when the
+# author opts out via `if testing.Short() { t.Skip(...) }`; today most of
+# paliad's live-DB tests gate on TEST_DATABASE_URL instead, so -short is
+# forward-compatible rather than load-bearing.
+test:
+	go test -short ./internal/... ./cmd/...
+
+# Full Go suite with race detection. Slower but catches concurrent-map
+# regressions that -short would skip; intended for the merge-to-main gate
+# (full suite, not per-PR).
+test-go:
+	go test -race ./...

cmd/server/main.go

@@ -117,7 +117,9 @@ func main() {
 		}
 
 		appointmentSvc := services.NewAppointmentService(pool, projectSvc)
-		caldavSvc = services.NewCalDAVService(pool, cipher, appointmentSvc)
+		bindingSvc := services.NewCalendarBindingService(pool)
+		targetSvc := services.NewAppointmentTargetService(pool)
+		caldavSvc = services.NewCalDAVService(pool, cipher, appointmentSvc, bindingSvc, targetSvc)
 		// Wire the push hook so user-driven mutations sync to the external
 		// calendar without waiting for the next 60-second tick.
 		appointmentSvc.SetCalDAVPusher(caldavSvc)
@@ -126,6 +128,20 @@ func main() {
 		inviteSvc := services.NewInviteService(pool, mailSvc, handlers.AllowedEmailDomains, baseURL)
 		reminderSvc := services.NewReminderService(pool, mailSvc, users, baseURL)
 
+		// t-paliad-223 Slice B (#49) — Supabase Admin API client for the
+		// new "Konto direkt anlegen" path on /admin/team. The key is
+		// optional: when unset the client still wires (so dependents
+		// don't panic) but every call short-circuits with
+		// ErrSupabaseAdminUnavailable so the rest of the server stays
+		// runnable.
+		supabaseAdminClient := services.LoadSupabaseAdminClient()
+		if supabaseAdminClient.Enabled() {
+			log.Println("supabase admin API configured — /admin/team Add-User path active")
+		} else {
+			log.Println("SUPABASE_SERVICE_ROLE_KEY not set — /admin/team Add-User path will return 503")
+		}
+		users.SetAddUserDeps(supabaseAdminClient, mailSvc, baseURL)
+
 		// Wire EmailTemplateService onto the MailService so DB-backed admin
 		// edits propagate without a process restart. The constructor is split
 		// from MailService creation because the DB pool isn't available yet
@@ -135,6 +151,11 @@ func main() {
 
 		eventTypeSvc := services.NewEventTypeService(pool, users)
 		deadlineSvc := services.NewDeadlineService(pool, projectSvc, eventTypeSvc)
+		// t-paliad-225 Slice A — user-authored checklist templates.
+		// Slice B adds checklist_shares grants + admin promotion.
+		checklistCatalogSvc := services.NewChecklistCatalogService(pool)
+		sysAuditSvc := services.NewSystemAuditLogService(pool)
+		checklistTemplateSvc := services.NewChecklistTemplateService(pool, checklistCatalogSvc, sysAuditSvc, users)
 		svcBundle = &handlers.Services{
 			Project:        projectSvc,
 			Team:           teamSvc,
@@ -143,6 +164,7 @@ func main() {
 			Deadline:       deadlineSvc,
 			Appointment:    appointmentSvc,
 			CalDAV:         caldavSvc,
+			CalDAVBindings: bindingSvc,
 			Rules:          rules,
 			Calculator:     services.NewDeadlineCalculator(holidays),
 			Users:          users,
@@ -162,7 +184,11 @@ func main() {
 			EventType:      eventTypeSvc,
 			Dashboard:      services.NewDashboardService(pool, users),
 			Note:           services.NewNoteService(pool, projectSvc, appointmentSvc),
-			ChecklistInst:  services.NewChecklistInstanceService(pool, projectSvc),
+			ChecklistInst:  services.NewChecklistInstanceService(pool, projectSvc, checklistCatalogSvc),
+			ChecklistCatalog: checklistCatalogSvc,
+			ChecklistTemplate: checklistTemplateSvc,
+			ChecklistShare: services.NewChecklistShareService(pool, checklistTemplateSvc, sysAuditSvc, users),
+			ChecklistPromotion: services.NewChecklistPromotionService(pool, checklistTemplateSvc, sysAuditSvc, users),
 			Mail:           mailSvc,
 			Invite:         inviteSvc,
 			Agenda:         services.NewAgendaService(pool, users, eventTypeSvc),
@@ -175,10 +201,48 @@ func main() {
 			UserView:       services.NewUserViewService(pool),
 			Broadcast:      services.NewBroadcastService(pool, mailSvc, users, teamSvc, emailTemplateSvc),
 			Pin:            services.NewPinService(pool, projectSvc),
-			CardLayout:     services.NewCardLayoutService(pool),
-			Projection:     services.NewProjectionService(pool, projectSvc, deadlineSvc, appointmentSvc, services.NewFristenrechnerService(rules, holidays, courts), rules),
+			CardLayout:              services.NewCardLayoutService(pool),
+			DashboardLayout:         services.NewDashboardLayoutService(pool),
+			FirmDashboardDefault:    services.NewFirmDashboardDefaultService(pool),
+			Projection:      services.NewProjectionService(pool, projectSvc, deadlineSvc, appointmentSvc, services.NewFristenrechnerService(rules, holidays, courts), rules),
+			// t-paliad-214 Slice 1 — personal-scope data export. firm name
+			// is captured into __meta of every export and printed in the
+			// embedded README.
+			Export: services.NewExportService(pool, branding.Name),
 		}
 
+		// t-paliad-219 Slice A3 — stitch DashboardService → ApprovalService
+		// for the inbox-approvals widget. Done post-construction to avoid
+		// a circular constructor dependency (ApprovalService doesn't need
+		// the dashboard, and DashboardService can render its other widgets
+		// without approvals — so keeping this a setter keeps both
+		// constructors simple).
+		svcBundle.Dashboard.SetApprovalService(svcBundle.Approval)
+		// Slice C wires PinService into DashboardService for the
+		// pinned-projects widget. Pin pre-dates t-paliad-219; no new
+		// schema, no circular dependency (Pin doesn't know about the
+		// dashboard).
+		svcBundle.Dashboard.SetPinService(svcBundle.Pin)
+		// Slice C wires the firm-wide dashboard default into the
+		// per-user layout service so GetOrSeed/ResetToDefault prefer
+		// the admin-set firm default over the code-resident factory.
+		// Nil-safe: empty firm row falls back to the factory layout.
+		svcBundle.DashboardLayout.SetFirmDefaultService(svcBundle.FirmDashboardDefault)
+
+		// t-paliad-215 Slice 1 — submission generator. Three services
+		// stitched together by handlers/submissions.go: registry pulls
+		// templates from Gitea (reuses GITEA_TOKEN env), vars builds
+		// the placeholder map from project + parties + rule, renderer
+		// merges {{placeholder}} tokens into the .docx.
+		svcBundle.SubmissionRegistry = services.NewTemplateRegistry(giteaToken, branding.Name)
+		svcBundle.SubmissionVars = services.NewSubmissionVarsService(
+			pool,
+			svcBundle.Project,
+			svcBundle.Party,
+			svcBundle.Users,
+		)
+		svcBundle.SubmissionRenderer = services.NewSubmissionRenderer()
+
 		// Paliadin backend selection.
 		//
 		// PALIADIN_BACKEND (t-paliad-194 / m/paliad#38):

cmd/server/main_smoke_test.go

@@ -0,0 +1,210 @@
+// Boot smoke test — assert paliad reaches a serving state.
+//
+// Three checks against TEST_DATABASE_URL:
+//
+//  1. db.ApplyMigrations does not panic and returns nil.
+//  2. paliad.applied_migrations covers every on-disk *.up.sql — no
+//     migration was silently skipped, no version is missing. The set
+//     contract is stronger than the old single-counter check: applied
+//     set must EQUAL on-disk set, not just reach the max version.
+//  3. The handler mux (with /healthz mounted) responds 200 to GET /healthz.
+//
+// This is the lightweight cousin of the migration dry-run gate
+// (internal/db/migrate_test.go): the dry-run catches per-migration syntax
+// errors before merge; this smoke confirms the apply+bind path the
+// container actually runs at boot. Together they cover the mig-098 /
+// mig-099 class of crash-loops end-to-end, plus the mig-103 parallel-merge
+// skip-hole that t-paliad-218 closed (m/paliad#44).
+//
+// Skipped without TEST_DATABASE_URL — matches the rest of the live-DB tests.
+//
+// Design: docs/design-paliad-test-strategy-2026-05-19.md §5 Slice 1 and
+// docs/design-migration-runner-applied-set-2026-05-20.md §6.
+
+package main
+
+import (
+	"database/sql"
+	"net/http"
+	"net/http/httptest"
+	"os"
+	"path/filepath"
+	"sort"
+	"strconv"
+	"strings"
+	"testing"
+
+	_ "github.com/lib/pq"
+
+	"mgit.msbls.de/m/paliad/internal/auth"
+	"mgit.msbls.de/m/paliad/internal/db"
+	"mgit.msbls.de/m/paliad/internal/handlers"
+)
+
+func TestBootSmoke(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping boot smoke")
+	}
+
+	// (1) Apply migrations end-to-end. The same code path the prod
+	// container runs at boot before `http.ListenAndServe`. A regression
+	// like mig-098's digit-regex would surface here as a non-nil error.
+	if err := db.ApplyMigrations(url); err != nil {
+		t.Fatalf("db.ApplyMigrations: %v", err)
+	}
+
+	// (2) Assert the applied set equals the on-disk set. The new runner
+	// tracks applied state per-migration; a silently-skipped version
+	// would surface as a row missing from paliad.applied_migrations even
+	// though max(version) matches. Comparing sets — not just max —
+	// catches the failure mode the t-paliad-218 post-mortem documented.
+	onDisk := embeddedMigrationVersions(t)
+	applied := appliedMigrationVersions(t, url)
+
+	if missing := setDiff(onDisk, applied); len(missing) > 0 {
+		t.Errorf("paliad.applied_migrations missing %d on-disk versions: %v "+
+			"(a migration was skipped — investigate before deploying)",
+			len(missing), missing)
+	}
+	if extra := setDiff(applied, onDisk); len(extra) > 0 {
+		t.Errorf("paliad.applied_migrations has %d versions with no on-disk file: %v "+
+			"(orphan rows — either restore the file or DELETE the row)",
+			len(extra), extra)
+	}
+
+	// (3) Mount the public handlers (the same Register call main() makes,
+	// minus the DB-backed Services bundle which the /healthz route doesn't
+	// need) and assert /healthz returns 200. This is the bind-and-serve
+	// half of the smoke: catches a regression that would make /healthz
+	// 404 or break the mux registration order.
+	//
+	// We deliberately do not boot the full main() — that would require
+	// SUPABASE_URL, SUPABASE_ANON_KEY, SUPABASE_JWT_SECRET, an open
+	// listening socket and a real auth client. The /healthz handler is
+	// auth-independent by design, and Register registers it on the outer
+	// mux before any DB-backed route, so this minimal setup exercises the
+	// exact code path main() takes.
+	mux := http.NewServeMux()
+	authClient := auth.NewClient("https://test.invalid", "anon-key", []byte("test-secret"))
+	handlers.Register(mux, authClient, "", nil)
+
+	rec := httptest.NewRecorder()
+	req := httptest.NewRequest(http.MethodGet, "/healthz", nil)
+	mux.ServeHTTP(rec, req)
+	if rec.Code != http.StatusOK {
+		t.Errorf("GET /healthz: status=%d, body=%q; want 200 OK", rec.Code, rec.Body.String())
+	}
+	if body := strings.TrimSpace(rec.Body.String()); body != "ok" {
+		t.Errorf("GET /healthz: body=%q; want \"ok\"", body)
+	}
+}
+
+// embeddedMigrationVersions returns every N where N_*.up.sql exists in
+// internal/db/migrations/ on disk. The boot smoke compares this set
+// against paliad.applied_migrations to detect skipped or orphan
+// migrations.
+//
+// Read from disk (not the embed.FS inside the db package — it's unexported)
+// since the test runs from the repo. The two views must agree for the
+// build to be self-consistent; if they diverge, the smoke test is the
+// wrong place to learn about it (the build is). We trust them to match.
+func embeddedMigrationVersions(t *testing.T) []int {
+	t.Helper()
+	root, err := repoRoot()
+	if err != nil {
+		t.Fatalf("locate repo root: %v", err)
+	}
+	dir := filepath.Join(root, "internal", "db", "migrations")
+	entries, err := os.ReadDir(dir)
+	if err != nil {
+		t.Fatalf("read migrations dir %s: %v", dir, err)
+	}
+	var versions []int
+	for _, e := range entries {
+		name := e.Name()
+		if !strings.HasSuffix(name, ".up.sql") {
+			continue
+		}
+		base := strings.TrimSuffix(name, ".up.sql")
+		underscore := strings.IndexByte(base, '_')
+		if underscore <= 0 {
+			continue
+		}
+		v, err := strconv.Atoi(base[:underscore])
+		if err != nil {
+			continue
+		}
+		versions = append(versions, v)
+	}
+	if len(versions) == 0 {
+		t.Fatalf("no *.up.sql files found in %s", dir)
+	}
+	sort.Ints(versions)
+	return versions
+}
+
+// appliedMigrationVersions reads paliad.applied_migrations and returns
+// the sorted list of versions. Fails the test if the table doesn't exist —
+// db.ApplyMigrations is supposed to have created it by this point.
+func appliedMigrationVersions(t *testing.T, url string) []int {
+	t.Helper()
+	conn, err := sql.Open("postgres", url)
+	if err != nil {
+		t.Fatalf("open: %v", err)
+	}
+	defer conn.Close()
+	rows, err := conn.Query(`SELECT version FROM paliad.applied_migrations ORDER BY version`)
+	if err != nil {
+		t.Fatalf("read applied_migrations: %v", err)
+	}
+	defer rows.Close()
+	var out []int
+	for rows.Next() {
+		var v int
+		if err := rows.Scan(&v); err != nil {
+			t.Fatalf("scan: %v", err)
+		}
+		out = append(out, v)
+	}
+	if err := rows.Err(); err != nil {
+		t.Fatalf("rows: %v", err)
+	}
+	return out
+}
+
+// setDiff returns the elements of a that are not in b. Inputs are sorted
+// ascending; output preserves that ordering.
+func setDiff(a, b []int) []int {
+	bset := make(map[int]bool, len(b))
+	for _, v := range b {
+		bset[v] = true
+	}
+	var out []int
+	for _, v := range a {
+		if !bset[v] {
+			out = append(out, v)
+		}
+	}
+	return out
+}
+
+// repoRoot walks upward from the test binary's working directory until it
+// finds a go.mod. `go test` runs in the package dir, so we typically have
+// to climb a couple of levels.
+func repoRoot() (string, error) {
+	dir, err := os.Getwd()
+	if err != nil {
+		return "", err
+	}
+	for {
+		if _, err := os.Stat(filepath.Join(dir, "go.mod")); err == nil {
+			return dir, nil
+		}
+		parent := filepath.Dir(dir)
+		if parent == dir {
+			return "", os.ErrNotExist
+		}
+		dir = parent
+	}
+}

docs/design-approval-suggest-changes-2026-05-19.md

@@ -0,0 +1,332 @@
+# Design — "Suggest changes" action on approval flow
+
+**Author:** hertz (inventor)
+**Date:** 2026-05-19
+**Task:** t-paliad-216 (m/paliad in-flight)
+**Branch:** `mai/hertz/inventor-suggest-changes`
+**Status:** DESIGN — open questions await m before any coder shift.
+
+---
+
+## 0. TL;DR
+
+Add a fourth action **"Änderungen vorschlagen"** ("Suggest changes") to the approval flow, alongside Approve / Reject / Revoke. Use case: the approver doesn't want to accept the proposed change as-is, but doesn't want to reject outright — they edit the proposed values into a counter-proposal and submit it back into the same approval flow.
+
+**Mental model (m, 2026-05-19):** suggest-changes is not "ping the requester to fix it" — it's the approver **authoring a counter-proposal** that gets re-injected into the approval flow as a fresh `pending` row. The original requester (now potentially an eligible approver of the counter, since they're no longer the requested_by) sees:
+- the **old row** in their /inbox as `changes_requested` ("Abgelehnt mit Vorschlag" / "Declined with changes") — historical record of their original attempt;
+- the **new row** in /inbox as `pending` — the counter, which they can approve, reject, revoke (n/a, not theirs), or suggest changes back on. Everyone else eligible sees the new row too. 4-Augen still holds: the counter's requested_by (the approver who suggested it) cannot self-approve.
+
+Click flow:
+1. Approver opens an editable modal on the pending row showing the requester's proposed values. Edits any field. Writes a free-text note ("Bitte den Termin um 9:00 statt 8:00, weil der Raum sonst kollidiert").
+2. POST `/api/approval-requests/{id}/suggest-changes` with `{note, counter_payload}`.
+3. Server, in one tx: closes the old row (`changes_requested`, `decision_note=note`), reverts the entity from `pre_image`, then immediately inserts a **new** `pending` approval_requests row authored by the approver with `payload=counter_payload`, re-applies the counter to the entity, marks `pending_request_id` to the new row, emits two events (`*_approval_changes_suggested` + `*_approval_requested`). `previous_request_id` FK links new → old for chain traversal.
+
+The pending audience for the new row is the same as any fresh `Submit*` — the existing notification + visibility plumbing handles it without special-casing.
+
+---
+
+## 0a. m's decisions (2026-05-19)
+
+| # | Header | m picked | Reasoning note (when different from recommendation) |
+|---|---|---|---|
+| Q1 | State machine | **(a) New status `changes_requested`.** | As recommended. |
+| Q2 | Entity state | **(a) Reverts to pre_image, same as Reject.** | As recommended. The counter is then re-applied in the same tx by the new approval row's write-then-approve cycle. |
+| Q3 | Chain depth | **(a) Yes, across chained rows.** | As recommended. |
+| Q4 | Note shape | **Hybrid: approver can edit the proposed values (counter-proposal) AND/OR leave free-text in `decision_note`.** | Differs from (a). Inventor picked free-text-only; m's twist: the suggestion should ALSO carry concrete edits. This adds a `counter_payload jsonb` column on `approval_requests` and turns "suggest-changes" into an action that authors a real counter-proposal, not just a hint. |
+| Q5 | Surface | **(a) /inbox only — v1.** | As recommended. Email + entity-detail badge are Phase 2. |
+| Q6 | Requester actions | **Different model: the counter is a NEW pending approval_request row, not an "edit + resubmit" CTA on the requester side.** | Differs from (a). m's reframing: instead of routing back to the requester to act on, the suggestion IS the next request. Original requester sees the old row as `changes_requested` (status pill "Abgelehnt mit Vorschlag" or similar). Original requester then sees the NEW row in /inbox like any pending — and **may approve it themselves**, because they are no longer the row's requested_by (the suggesting approver is). Everyone else eligible sees it too. Cleaner workflow, removes the "edit-and-resubmit CTA" from the requester role entirely. |
+| Q7 | Notifications | **(b) Notify all eligible approvers + the original requester for the NEW pending row.** | Consistent with Q6. The counter is a fresh `pending` request, so the existing Submit*-notification audience applies. The original requester needs the ping because they're now an eligible approver of the counter — no special-case path. |
+| Q8 | Audit shape | **(a) New event_type `*_approval_changes_suggested` per entity.** | As recommended. The new row also emits a normal `*_approval_requested` event, so the Verlauf chronology naturally captures the chain. |
+
+The decisions above lock the design. §3 has been rewritten to reflect them; §2 (open questions) is retained as the historical record of what was open before the decisions.
+
+---
+
+## 1. Context — what's already in the code (verified 2026-05-19)
+
+- **State machine** in `internal/services/approval_service.go`:
+  - `paliad.approval_requests.status` CHECK is already `('pending', 'approved', 'rejected', 'revoked', 'superseded')` — the `superseded` value is defined as a Go constant `RequestStatusSuperseded` but never written by the live service (reserved).
+  - `paliad.{deadlines,appointments}.approval_status` CHECK is `('approved', 'pending', 'legacy')` — three values only.
+  - Shared kernel `decide(requestID, callerID, finalStatus, note)` powers Approve / Reject / Revoke. Approve invokes `applyApproved`; Reject + Revoke invoke `applyRevert` (restores entity from `pre_image`).
+  - Self-approval blocked at 3 layers: `canApprove` Go gate, `approval_requests_no_self_approval` DB CHECK, deadlock-check excludes requester from pool.
+- **Handlers** in `internal/handlers/approvals.go`:
+  - `POST /api/approval-requests/{id}/approve`
+  - `POST /api/approval-requests/{id}/reject`
+  - `POST /api/approval-requests/{id}/revoke`
+  - `GET  /api/approval-requests/{id}` — single hydrated request
+- **Per-viewer flags** (t-paliad-202, shipped): every row carries `viewer_can_approve` + `viewer_is_requester` resolved server-side so the UI can grey out buttons the server would reject. Server still enforces — the flags are a UX hint.
+- **Frontend**:
+  - `frontend/src/client/inbox.ts` wires three buttons per pending row (approve/reject/revoke). Reject opens `window.prompt()` for the note; approve+revoke don't.
+  - `frontend/src/client/views/shape-list.ts` (row_action="approve") stamps the row with action buttons + diff + `decision_note` display if present.
+- **Audit**: event types `*_approval_requested`, `*_approval_approved`, `*_approval_rejected`, `*_approval_revoked` emitted to `paliad.project_events` (one per entity_type prefix).
+- **Decision note**: `paliad.approval_requests.decision_note text` — a single free-text column, last-write-wins. Already populated on Reject (Approve also accepts an optional note).
+
+---
+
+## 2. Design questions (the open list — see §6 for answered)
+
+Pre-recommendations from inventor. m will pick via AskUserQuestion.
+
+### State machine
+
+**Q1 — Where does "suggest changes" sit on the lifecycle?**
+- **(a) New status `changes_requested` (RECOMMENDED).** The approval_requests row transitions pending → changes_requested. Sibling of approved/rejected/revoked/superseded. The row is terminal in that status; a re-submit creates a fresh row (linked via `previous_request_id`).
+- (b) Reuse `rejected` with `is_revisable=true` flag. Cheap, but conflates two semantically distinct outcomes ("we'll never want this" vs. "tweak X and try again").
+- (c) Auto-revoke the current row, mark the entity for edit, requester creates a new approval row when ready. Reuses existing plumbing — but loses the approver's note as a first-class thing (it'd just be a comment on the project_events row).
+- (d) Other (you'll tell us).
+
+Recommend (a) — keeps the audit lifecycle clear, gives us a clean place to hang the suggestion note, and is the smallest schema change (one new value in a CHECK constraint).
+
+**Q2 — What happens to the entity (deadline/appointment) while in "changes requested"?**
+- **(a) Entity reverts to pre_image — same as Reject (RECOMMENDED).** approval_status flips back to `approved`. The requester edits the entity in the normal flow; saving fires a fresh `Submit*` cycle.
+- (b) Entity stays at `approval_status=pending` carrying the proposed values; requester edits "in place" through a new "amend the pending request" endpoint that mutates the same approval_request row + entity fields.
+- (c) Entity goes to a new `approval_status=draft` (would require a new value on the entity-level CHECK + UI work to handle a third entity state).
+
+Recommend (a) — minimum schema change, reuses every existing path (entity edit, Submit*, applyRevert, project_events emission). The trade-off is one extra approval_requests row per cycle; we link via `previous_request_id` so the chain stays inspectable.
+
+**Q3 — Can the approver suggest changes multiple times (across a chain)?**
+- **(a) Yes, across chained rows (RECOMMENDED).** Each row is terminal after suggest-changes; the requester resubmits → new pending row → approver can suggest changes again. Chain depth unbounded.
+- (b) No — one chance per entity-lifecycle; if the requester comes back, the only options are approve or reject (the suggest-changes button is hidden for the second submission).
+
+Recommend (a) — bounded by the requester's patience, not by the system. Multi-round review is the norm in legal-doc workflows.
+
+**Q4 — Note shape on the suggestion**
+- **(a) Free-text — reuse `decision_note` (RECOMMENDED).** Same column the existing Reject path already populates. Last-write-wins per row (but rows are terminal after suggest-changes, so there's no real "last write").
+- (b) Thread of notes — new `paliad.approval_notes` table, ordered, multi-author. Lets the requester respond inline, the approver clarify, etc.
+- (c) Structured per-field suggestions (`[{"field": "due_date", "current": "...", "suggested": "..."}]`) — a "diff-style" view.
+
+Recommend (a) — matches the existing Reject UX, no new schema. (b) is right if the team wants to discuss; (c) is over-engineered for v1.
+
+### UX
+
+**Q5 — Where does the requester see the suggestion?**
+- **(a) /inbox under `a_role=self_requested` (RECOMMENDED for v1).** Same surface they already use to see rejected. New status pill "Änderungen vorgeschlagen" + the note + a CTA "Bearbeiten und erneut einreichen".
+- (b) A new badge on the entity's detail page (e.g. on the deadline detail page itself).
+- (c) Email + push notification.
+- (d) All of the above.
+
+Recommend (a) for v1. Email reminder is a natural Phase-2 add-on (it'd reuse the existing reminder-mail plumbing). The entity-detail badge is nice but the user is already seeing the row in /inbox.
+
+**Q6 — What action(s) does the requester have on a `changes_requested` row?**
+- **(a) Edit and resubmit (RECOMMENDED).** Primary action. Opens the entity's edit form pre-populated with the original `payload`. Saving fires `Submit*` → new pending request with `previous_request_id` linking back.
+- (b) Withdraw (= dismiss the row from inbox, no DB change). Mostly UI-only — the row is already terminal; "withdraw" would just be a "mark as not-pursuing" toggle.
+- (c) Both.
+
+Recommend (a). The row is already terminal once status=`changes_requested`; the requester either acts on the suggestion (a) or lets the row sit in their inbox history (no action needed). Adding a "dismiss" button is a UI nice-to-have but doesn't change the data model; can defer.
+
+### Notifications
+
+**Q7 — Who gets notified when "suggest changes" fires?**
+- **(a) Just the requester (RECOMMENDED for v1).** Email-reminder path is reused: requester gets a mail "X hat Änderungen vorgeschlagen für …" with the note inline + a link to /inbox.
+- (b) Requester + any other potential approvers (they need to know the request is closed, not pending).
+- (c) Requester + approval-policy-defined watchers (would require a new `approval_policies.watchers` column).
+
+Recommend (a). The request is terminal so other approvers don't need a "this is now your problem" ping — they wouldn't have anything to act on. They see it in /inbox under "Alle sichtbaren" anyway if curious.
+
+### Audit
+
+**Q8 — Audit row shape on `project_events`**
+- **(a) New event_type `*_approval_changes_suggested` per entity (RECOMMENDED).** Parallel to the existing 4 (requested/approved/rejected/revoked). Two new event types: `deadline_approval_changes_suggested`, `appointment_approval_changes_suggested`. Note text goes in metadata.
+- (b) Bundle with the resubmission — single composite event "approved-with-revisions" when the chain eventually approves.
+
+Recommend (a). Each transition gets its own event row — that's how the existing audit chain already works (one event per state change). It also gives the Verlauf timeline a row to render the approver's note.
+
+---
+
+## 3. Implementation sketch (decisions-locked, see §0a)
+
+### 3.1 Migration `103_approval_suggest_changes.up.sql`
+
+```sql
+-- 1. Extend approval_requests.status CHECK to allow 'changes_requested'.
+ALTER TABLE paliad.approval_requests
+    DROP CONSTRAINT IF EXISTS approval_requests_status_check;
+ALTER TABLE paliad.approval_requests
+    ADD  CONSTRAINT approval_requests_status_check
+    CHECK (status IN ('pending', 'approved', 'rejected', 'revoked', 'superseded', 'changes_requested'));
+
+-- 2. Add counter_payload — the approver's edited values, becomes the
+--    `payload` of the NEW pending row spawned in the same tx as the
+--    suggest-changes call. Stored on the OLD (now changes_requested) row
+--    too so the audit chain can show "approver edited X, Y, Z" without
+--    joining to the next row.
+ALTER TABLE paliad.approval_requests
+    ADD COLUMN counter_payload jsonb NULL;
+
+-- 3. Add previous_request_id FK so the new row links back to its origin.
+ALTER TABLE paliad.approval_requests
+    ADD COLUMN previous_request_id uuid NULL
+        REFERENCES paliad.approval_requests(id) ON DELETE SET NULL;
+
+CREATE INDEX approval_requests_previous_idx
+    ON paliad.approval_requests (previous_request_id)
+    WHERE previous_request_id IS NOT NULL;
+```
+
+`.down.sql`: drop the index + columns, restore the original CHECK (would reject existing `changes_requested` rows — that's normal for a breaking-change down).
+
+### 3.2 Service layer
+
+`SuggestChanges` is the only new public method on `ApprovalService`. It runs in **one transaction** and does five things:
+
+```go
+const RequestStatusChangesRequested = "changes_requested"
+
+var ErrSuggestionRequiresChange = errors.New("suggestion_requires_change")
+
+// SuggestChanges closes the pending request as `changes_requested`,
+// reverts the entity, then immediately inserts a new pending
+// approval_request authored by the caller carrying `counterPayload` as
+// its new payload. The new row enters the standard pending flow — anyone
+// eligible (including the original requester) can approve, reject,
+// suggest-changes-again, etc.
+//
+// Authorization: caller satisfies canApprove on the OLD row (same gate
+// as Approve / Reject). For the NEW row, the caller is the requested_by
+// — self-approval is blocked by the standard 3-layer guard. Deadlock
+// check (qualified-approver-exists-other-than-caller) runs on the new
+// row to avoid spawning an unapprovable request.
+//
+// counterPayload must differ from the old row's payload OR a non-empty
+// note must be present. A no-op suggest (same values, no note) is
+// indistinguishable from "I have no opinion" and gets rejected with
+// ErrSuggestionRequiresChange.
+func (s *ApprovalService) SuggestChanges(
+    ctx context.Context,
+    requestID, callerID uuid.UUID,
+    counterPayload []byte,   // jsonb-marshaled
+    note string,
+) (newRequestID *uuid.UUID, err error) {
+    // 1. Begin tx, lock old row, validate status=pending + canApprove.
+    // 2. Validate: counterPayload differs from old payload OR note != "".
+    // 3. Update old row: status='changes_requested', decided_by=callerID,
+    //    decision_note=note, counter_payload=counterPayload.
+    // 4. applyRevert on the entity (uses old row's pre_image).
+    // 5. Deadlock-check on the new row's required_role + projectID,
+    //    excluding callerID.
+    // 6. INSERT new approval_requests row: requested_by=callerID,
+    //    pre_image=<entity-state-as-just-reverted> (= old.pre_image),
+    //    payload=counterPayload, required_role=old.required_role,
+    //    lifecycle_event=old.lifecycle_event, entity_type=old.entity_type,
+    //    entity_id=old.entity_id, status='pending',
+    //    previous_request_id=requestID.
+    // 7. Re-apply the new payload to the entity (write-then-approve):
+    //    apply the counter_payload's field updates + mark
+    //    approval_status='pending' + pending_request_id=newRequestID.
+    // 8. Emit *_approval_changes_suggested project_events row
+    //    (metadata: note, counter_payload diff vs original).
+    // 9. Emit *_approval_requested project_events row for the new
+    //    request (same shape Submit* normally emits).
+    // 10. Commit.
+}
+```
+
+Steps 6 + 7 reuse the existing `Submit*` plumbing structurally — the cleanest implementation factors out an "insert approval row + apply payload to entity" helper that both `Submit*` and `SuggestChanges` call. **decide()** does not need to know about `changes_requested` because suggest-changes is not a decision-kernel transition — it's its own end-to-end action.
+
+### 3.3 HTTP layer
+
+```
+POST /api/approval-requests/{id}/suggest-changes
+  Body: {
+    "counter_payload": { ...same shape as Submit*'s payload... },
+    "note":            "free-text explanation, optional iff counter_payload differs from original"
+  }
+  Returns: 200 { "new_request_id": "uuid" }
+  Errors:
+    400 "suggestion_requires_change" — counter_payload == old payload AND note empty
+    400 "invalid_counter_payload"   — schema validation failure
+    403 "self_approval_blocked"     — caller == old row's requested_by
+    403 "not_authorized"            — caller doesn't satisfy canApprove
+    404                              — request not found / not visible
+    409 "request_not_pending"       — old row already decided
+    409 "no_qualified_approver"     — deadlock on the new row (only caller is eligible)
+```
+
+Register in `internal/handlers/handlers.go` alongside the existing three:
+
+```go
+protected.HandleFunc("POST /api/approval-requests/{id}/suggest-changes", handleSuggestChangesApprovalRequest)
+```
+
+### 3.4 Frontend
+
+`frontend/src/client/views/shape-list.ts` — extend the pending-row action group to four buttons:
+
+```ts
+actions.appendChild(approvalActionBtn("approve", detail));
+actions.appendChild(approvalActionBtn("suggest_changes", detail));
+actions.appendChild(approvalActionBtn("reject", detail));
+actions.appendChild(approvalActionBtn("revoke", detail));
+```
+
+The `action` union type gains `"suggest_changes"`. Disabled-reason logic is identical to approve/reject (`viewer_can_approve` gate). i18n: `approvals.action.suggest_changes` → DE "Änderungen vorschlagen" / EN "Suggest changes".
+
+`frontend/src/client/inbox.ts` — clicking the suggest-changes button opens a **modal**, not a `window.prompt` (the existing reject prompt is OK because reject only needs a note; suggest-changes needs an editable form). The modal:
+- Renders the same fields the entity edit form would show, pre-populated from `detail.payload` (the requester's proposed values).
+- Adds a free-text "Vorschlagskommentar" textarea at the bottom (the note).
+- On submit: POST `/api/approval-requests/{id}/suggest-changes` with `{counter_payload: {...editedFields}, note}`.
+- On success: refresh the bar — the old row flips to `changes_requested`, the new row appears as `pending`.
+
+Where the modal's field-editor lives: a new `client/components/approval-edit-modal.ts` that takes `entity_type` + `payload` + `pre_image` and returns the edited payload. For v1 it can be a thin wrapper over the existing entity-edit form components (Frist date picker, Termin start/end pickers). Don't build a generic field-editor framework — just deadlines + appointments, hard-coded fields per entity_type.
+
+**Status pill for `changes_requested`** — i18n keys + colour:
+- `approvals.status.changes_requested` → DE "Abgelehnt mit Vorschlag" / EN "Declined with changes"
+- Reuse the existing `approval-pill--historic` style; no new colour token needed for v1.
+
+**The "Edit and resubmit" CTA on the requester's row is NOT needed** (m's Q6 reframing) — the requester just sees the new pending row in /inbox, same as any other.
+
+### 3.5 Inbox filter
+
+The /inbox `approval_status` filter chip cluster gains `changes_requested`. The `self_requested` viewer-role default already includes terminal statuses, so the original requester sees their `changes_requested` row without changing the default filter.
+
+### 3.6 Linkage from old row to new row in /inbox
+
+When showing a `changes_requested` row in /inbox, add a small "→ Neuer Vorschlag von {approver}" link below the note that scrolls / filters to the new pending row (it'll be visible to anyone eligible, including the original requester). The new row has `previous_request_id` pointing at the old one — so the API response for the old row can hydrate `next_request_id` (computed: `SELECT id FROM approval_requests WHERE previous_request_id = $1 LIMIT 1`).
+
+### 3.7 Email notification (Phase 2 — defer until v1 ships)
+
+The new row triggers the existing `*_approval_requested` notification path (whatever that is for Submit*) — same audience, same template. No new code. The old row's transition to `changes_requested` doesn't need its own mail; the new-row mail already tells the audience "X suggested changes to your earlier submission" through the body.
+
+Out of scope for v1: a bespoke "your submission was declined with a counter-proposal" email aimed at the original requester. The new-row mail covers it functionally.
+
+---
+
+## 4. Slice plan
+
+Three reviewable slices, each one PR. Combined scope is small/medium.
+
+1. **Slice A — backend.** Migration 103 (CHECK extension + `counter_payload jsonb` + `previous_request_id` FK + index) + `SuggestChanges` service method + HTTP handler + service tests (happy path, no-op-suggestion guard, deadlock on new row, self-approval block, request_not_pending). Migration is non-blocking on Postgres; safe for live deploy.
+2. **Slice B — frontend.** 4th button on /inbox + the edit modal (deadline-fields variant + appointment-fields variant) + status pill `changes_requested` ("Abgelehnt mit Vorschlag") + i18n keys (DE + EN) + the "→ Neuer Vorschlag" link from old row to new row. End-to-end browser smoke test via Playwright.
+3. **Slice C — Verlauf integration.** Make sure the `*_approval_changes_suggested` event renders on the project / deadline / appointment Verlauf timeline alongside the existing 4 approval event types. May or may not need code change depending on how generic the Verlauf row renderer is — likely just an i18n key + an icon mapping.
+
+Don't ship a chain-traversal UI in v1. The `previous_request_id` FK is captured so the data is there; surfacing the full chain history (n hops back) is a Phase-2 polish.
+
+---
+
+## 5. Risks / open considerations
+
+- **Chain depth runaway.** Nothing stops an "I keep suggesting / they keep counter-suggesting" loop. Same risk as comment threads on GitHub PRs. Out of scope to cap; the social pressure (each round is a 4-Augen action with a name attached) is the natural brake.
+- **Concurrent suggestions on the same pending row.** Two approvers click "suggest changes" at the same time? The existing `getRequestForUpdate` row-lock serialises them; the second caller gets `ErrRequestNotPending` (the first already flipped it). Same guarantee as Approve/Reject today.
+- **Deadlock on the new row.** If the suggesting approver is the only qualified approver other than the original requester, the new row's deadlock check returns "no qualified approver" — because the original requester IS now eligible (they're no longer the requested_by), but might not have a high-enough role. The check needs to recognise: caller's pool = "anyone other than the new requester who can canApprove". Original requester counts if they hit the required-role bar. This is just the existing deadlock predicate run against the new (requester, role) tuple; no special-case logic. Surfaced as `409 "no_qualified_approver"` to the suggesting approver, with the standard global_admin override path still available.
+- **Counter-payload schema validation.** Server must validate `counter_payload` against the same schema as a normal `Submit*` for that entity_type + lifecycle_event. Otherwise a malicious approver could write garbage values via the suggestion path that wouldn't fly through `Submit*`. Reuse the existing payload-schema validator from the entity services; don't write a parallel.
+- **No-op suggestion guard.** Approver clicks suggest-changes but doesn't actually edit anything AND leaves the note empty? Server rejects with `ErrSuggestionRequiresChange`. UI guards too (the submit button stays disabled until either the form is dirty OR the note has text).
+- **Migration safety.** Non-blocking. Adding a value to a CHECK constraint is a metadata-only change; adding a NULLable column + a NULLable FK is also metadata-only.
+- **What about a structured per-field suggestion (Q4c)?** The `counter_payload` jsonb IS structured — each entity_type has fixed fields. There's no need for a separate "{field, current, suggested}" shape because the diff is computable from `pre_image → counter_payload` on the new row.
+- **What about thread-of-notes (Q4b)?** Implicit in the chain — each row's `decision_note` is one "note" by one author; following `previous_request_id` backwards reconstructs the full back-and-forth. A future "thread view" UI is layered on top of this without schema change.
+
+---
+
+## 6. m's decisions
+
+See §0a (decisions table) — filled in after the AskUserQuestion phase on 2026-05-19.
+
+---
+
+## 7. Out of scope for this design
+
+- Email + push notifications (Phase 2; see §3.7).
+- Structured per-field suggestion shape (Phase 2 enhancement).
+- Approval-policy `watchers` column for notification fan-out.
+- "Dismiss this row from my inbox" UI toggle (UX-only, not a data-model change).
+- Cross-entity suggest-changes (e.g. project, party). Same as the original approval scope — deadlines + appointments only.
+

docs/design-caldav-multi-calendar-2026-05-19.md

@@ -0,0 +1,597 @@
+# CalDAV multi-calendar sync — design
+
+**Task:** t-paliad-212
+**Inventor:** leibniz (2026-05-19)
+**Branch:** mai/leibniz/inventor-caldav-multi
+**Status:** READY FOR REVIEW — m's decisions on the §8 open questions captured in the addendum below (2026-05-19).
+
+---
+
+## §0 — One-paragraph summary
+
+Paliad's CalDAV sync today is a single-target push: every user has one
+`paliad.user_caldav_config` row, and every Appointment they can see gets
+PUT into that one calendar. m wants users to pick their own organization —
+one cal with everything, one cal per project (or per client / litigation /
+patent / case), or any hybrid. This design splits the model in two:
+**credentials stay per user** (one CalDAV server, one auth blob) and
+**bindings become first-class rows** (a join table `paliad.user_calendar_bindings`
+that points an Appointment-filter scope at a specific `calendar_path`).
+Push/pull state migrates from scalar `appointments.caldav_uid`/`caldav_etag`
+columns to a per-(appointment, binding) join table
+`paliad.appointment_caldav_targets`, so the same Appointment can live in
+N external calendars at once. The 60-second per-user sync goroutine survives
+unchanged in shape; inside it the inner loop iterates bindings instead of
+hard-coding `cfg.CalendarPath`. Sliced for safe rollout: Slice 1 introduces
+the new tables behind a backfill that auto-creates one binding per
+existing config row (zero behaviour change); Slice 2 ships the
+binding-picker UI; Slice 3 wires scope-aware filtering (one cal per project).
+Bidirectional sync stays exactly as it works today (last-write-wins on ETag,
+Paliad-owned UIDs only) — multi-calendar does not change the conflict
+model.
+
+---
+
+## §1 — What's already built (verified live, 2026-05-19)
+
+Verified against the codebase, not the project's CLAUDE.md.
+
+- **Schema** — `paliad.user_caldav_config` is one row per user with
+  `(user_id PK, url, username, password_encrypted bytea, calendar_path,
+  enabled, last_sync_at, last_sync_error, created_at, updated_at)`. The
+  scalar `calendar_path` is the only handle on which external calendar
+  receives events. Per direct `information_schema` query.
+- **Appointment binding** — `paliad.appointments` carries scalar
+  `caldav_uid text` and `caldav_etag text` (nullable). Set once after a
+  successful PUT via `AppointmentService.SetCalDAVMeta`. This is the
+  single-target assumption baked into the row itself.
+- **Sync engine** — `internal/services/caldav_service.go:298–502`. One
+  goroutine per enabled user, 60s ticker, `runSyncOnce` → `syncOnce` →
+  `pushAll` (`AppointmentService.AllForUser` × `cli.PutEvent`) +
+  `pullAll` (`cli.PropfindCalendar` → `cli.GetEvent` → reconcile by UID).
+  `AllForUser` returns *every* personal-or-visible-project appointment
+  for the user; today they all funnel into the single `calendar_path`.
+- **UID convention** — `paliad-appointment-<uuid>@paliad.de`
+  (`caldav_ical.go:31–34`). Foreign UIDs are intentionally skipped on
+  pull (`caldav_service.go:436–442`).
+- **Hooks** — `OnAppointmentCreated/Updated/Deleted` push directly to
+  the configured `cfg.CalendarPath` on a 30s-timeout background goroutine
+  so user requests don't block (`caldav_service.go:510–558`).
+- **Approval flow (t-138)** — project-attached appointments may be
+  `approval_status = 'pending'`. CalDAV push already runs after approval
+  in `AppointmentService.Update` paths; `ApplyRemoteUpdate` from a remote
+  edit currently bypasses the approval gate. That's a pre-existing hole
+  flagged here only because multi-calendar makes "which calendar's edit
+  wins" more visible — fix belongs in t-138 follow-ups, not in this
+  design.
+- **CalDAV verbs supported** — PUT / DELETE / GET / PROPFIND (depth 0
+  and 1). No MKCALENDAR, no REPORT, no calendar-multiget. Tested
+  against Nextcloud, Radicale, Baikal, mailcow SOGo per
+  `caldav_client.go:22–24`.
+
+**What is _not_ baked in and is therefore free to extend:**
+
+- The 60s ticker is per-*user*, not per-*calendar*. Adding bindings does
+  not multiply tickers.
+- `cfg.CalendarPath` is referenced in exactly two places (`pushAll`,
+  `pullAll`) plus the three hooks. Replacing it with a binding loop is
+  a contained edit.
+- Credentials are server-scoped, not calendar-scoped — every binding
+  for the same user shares the existing decrypted credential, so the
+  encryption layer (`caldav_crypto.go`) is untouched.
+
+---
+
+## §2 — Per-provider calendar-count limits (verified 2026-05-19)
+
+Real numbers, from current docs, so the design knows its envelope.
+
+| Provider | Per-account / per-user limit | Source |
+|---|---|---|
+| **iCloud** | **100** calendars + reminder-lists combined | [Apple Support 103188](https://support.apple.com/en-us/103188) |
+| **Google Calendar** | **~100 owned** (soft recommendation, post-Nov-2025 ownership model) | [Workspace Updates 2026-01](https://workspaceupdates.googleblog.com/2026/01/automatic-addition-owned-secondary-calendars.html), [usecarly.com summary](https://www.usecarly.com/blog/how-many-calendars-google-account/) |
+| **Fastmail** | **No documented cap on calendars.** 100 000 events/user. | [Fastmail account-limits page](https://www.fastmail.help/hc/en-us/articles/1500000277382-Account-limits) |
+| **Nextcloud** | **30 per user** default; admin-configurable, `-1` = unlimited. Rate limit: 10 calendar-creations/hour. | [Nextcloud admin manual — Calendar](https://docs.nextcloud.com/server/stable/admin_manual/groupware/calendar.html) |
+| **Radicale / Baikal / mailcow SOGo** | No published per-account cap (file-system / DB bound). | server defaults |
+
+**Implications for the design:**
+
+- "One calendar per project" is comfortably within all providers'
+  envelopes for typical HLC caseloads. A senior PA who tracks 40
+  litigations would land 40+ calendars, still inside iCloud's 100 and
+  Nextcloud's default 30 (would need an admin bump on Nextcloud — flag
+  in onboarding).
+- "One calendar per case" can blow past Nextcloud's default 30 fast and
+  is a real risk on iCloud at the 60+ mark when combined with the
+  user's existing personal calendars + reminder lists. We should
+  **soft-cap** scope choices at the UI layer (warn at 20 bindings, hard
+  block at 80) rather than discover the limit by 5xx on PUT.
+- Google Calendar's CalDAV endpoint does **not** support `MKCALENDAR`
+  reliably — calendars must be pre-created in the Google UI. iCloud,
+  Fastmail, Nextcloud, Radicale, Baikal, SOGo all accept `MKCALENDAR`.
+  So the "auto-create a calendar per project" affordance is provider-
+  dependent and must degrade gracefully ("we couldn't create it for
+  you — please make `Project X` in your calendar app and paste its
+  URL").
+
+---
+
+## §3 — Proposed data model
+
+Three schema changes, no destructive migrations. The scalar
+`appointments.caldav_uid` / `caldav_etag` columns survive as a
+denormalised "default-binding" pointer through Slice 1 and 2; Slice 4
+drops them after telemetry confirms no path still reads them.
+
+### §3.1 New table: `paliad.user_calendar_bindings`
+
+```sql
+CREATE TABLE paliad.user_calendar_bindings (
+  id              uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  user_id         uuid NOT NULL REFERENCES paliad.users(id) ON DELETE CASCADE,
+  calendar_path   text NOT NULL,                  -- absolute URL or path under user_caldav_config.url
+  display_name    text NOT NULL DEFAULT '',       -- the label discovered via PROPFIND <displayname/>; what we show in the UI
+
+  scope_kind      text NOT NULL,                  -- 'all_visible' | 'personal_only' | 'project' | 'client' | 'litigation' | 'patent' | 'case'
+  scope_id        uuid REFERENCES paliad.projects(id) ON DELETE CASCADE,  -- NULL for 'all_visible' / 'personal_only'
+  include_personal boolean NOT NULL DEFAULT false, -- only meaningful when scope_kind <> 'all_visible'/'personal_only'
+
+  enabled         boolean NOT NULL DEFAULT true,
+  last_sync_at    timestamptz,
+  last_sync_error text,
+
+  created_at      timestamptz NOT NULL DEFAULT now(),
+  updated_at      timestamptz NOT NULL DEFAULT now(),
+
+  UNIQUE (user_id, calendar_path),                                -- can't bind one calendar twice for the same user
+  UNIQUE (user_id, scope_kind, scope_id),                         -- one binding per scope per user — but a project can also be covered by 'all_visible'
+  CHECK ((scope_kind IN ('all_visible','personal_only') AND scope_id IS NULL)
+      OR (scope_kind NOT IN ('all_visible','personal_only') AND scope_id IS NOT NULL))
+);
+CREATE INDEX user_calendar_bindings_user_idx ON paliad.user_calendar_bindings(user_id) WHERE enabled;
+-- RLS: row visible/writable only when auth.uid() = user_id (mirrors user_caldav_config).
+```
+
+**Why per-scope unique but not per-appointment unique:** an Appointment in
+project P is allowed to land in both the user's `all_visible` calendar
+AND their `project=P` calendar — that's the explicit "master + per-project"
+hybrid m asked about. What we forbid is two different `project=P` bindings
+for the same user, which would have no useful semantics.
+
+**`scope_kind = 'personal_only'`** is a separate scope from `'all_visible'`
+because the existing pushAll already covers both personal and visible-project
+appointments; users may want a "personal only" calendar that does *not*
+get the noisy team events. Without this, every binding either includes
+personal events or doesn't, and there's no way to say "the master
+calendar = everything except personal".
+
+### §3.2 New table: `paliad.appointment_caldav_targets`
+
+```sql
+CREATE TABLE paliad.appointment_caldav_targets (
+  appointment_id uuid NOT NULL REFERENCES paliad.appointments(id) ON DELETE CASCADE,
+  binding_id     uuid NOT NULL REFERENCES paliad.user_calendar_bindings(id) ON DELETE CASCADE,
+  caldav_uid     text NOT NULL,        -- still 'paliad-appointment-<uuid>@paliad.de' — same for all bindings of one appointment
+  caldav_etag    text NOT NULL,
+  last_pushed_at timestamptz NOT NULL DEFAULT now(),
+  PRIMARY KEY (appointment_id, binding_id)
+);
+CREATE INDEX appointment_caldav_targets_binding_idx ON paliad.appointment_caldav_targets(binding_id);
+-- RLS: visible/writable when the underlying binding's user_id = auth.uid().
+```
+
+**UID stays per-appointment, not per-binding.** That keeps the iCal UID
+canonical (still `paliad-appointment-<uuid>@paliad.de`), so when a user
+removes a binding and re-adds it later, the same UID rebinds without
+spurious duplicates. The `.ics` filename in the calendar — `<uid>.ics`
+— is also identical across bindings, which means the same UUID
+shows up in different calendars on the same server but never collides
+because they're under different `calendar_path` collections.
+
+### §3.3 Row examples for the four common organisations
+
+| Organisation | Rows in `user_calendar_bindings` |
+|---|---|
+| **A — one cal, everything** | 1 row: `scope_kind='all_visible'`, `calendar_path='/cal/work'` |
+| **B — one cal per project** | N rows, all `scope_kind='project'`, distinct `(scope_id, calendar_path)` |
+| **C — master + per-project hybrid** | 1 row `scope_kind='all_visible'` + N rows `scope_kind='project'`. Each project event appears in both. |
+| **D — personal split from work** | 1 row `scope_kind='personal_only'` → `/cal/personal` + 1 row `scope_kind='all_visible'` (which will include the same personal events, so the user will more commonly pair `personal_only` with a `scope_kind='client'` per-client work view instead). |
+
+### §3.4 What stays unchanged
+
+- `paliad.user_caldav_config` — still holds the server URL, username,
+  encrypted password, and a per-user `enabled` flag. The existing
+  `calendar_path` column becomes a hint for the **default binding** we
+  auto-create on migration and is no longer read by sync logic after
+  Slice 1 ships. We keep it nullable-on-read for forwards-compat then
+  drop in Slice 4.
+- `paliad.caldav_sync_log` — still per-user; sync entries gain a
+  `binding_id` column (nullable for legacy rows) so the UI can show
+  per-calendar last-sync state.
+- iCal serialisation (`caldav_ical.go`) — unchanged. Same VEVENT
+  formatter feeds every binding.
+- AES-GCM credential encryption (`caldav_crypto.go`) — unchanged.
+
+---
+
+## §4 — Sync engine implications
+
+The shape of the per-user goroutine stays. The body of `syncOnce`
+moves from "push to one path / pull from one path" to "for each
+enabled binding, push the scope-filtered slice / pull from that path".
+
+### §4.1 Push fan-out
+
+```go
+// pseudocode for the new pushAll body
+bindings := s.bindings.ListEnabled(ctx, userID)              // 1..N rows
+for _, b := range bindings {
+    appts := s.appointments.ForBinding(ctx, userID, b)       // scope-filtered
+    for _, a := range appts {
+        body := formatAppointment(&a)
+        etag, err := cli.PutEvent(ctx, b.CalendarPath, terminUID(a.ID), body)
+        if err != nil { continue }                            // best-effort, per-binding error
+        s.targets.Upsert(ctx, a.ID, b.ID, terminUID(a.ID), etag)
+    }
+    // Remove events from this calendar that no longer belong to the scope.
+    for _, stale := range s.targets.DanglingForBinding(ctx, b.ID, currentIDs(appts)) {
+        cli.DeleteEvent(ctx, b.CalendarPath, stale.CalDAVUID)
+        s.targets.Delete(ctx, stale.AppointmentID, b.ID)
+    }
+}
+```
+
+`ForBinding(userID, b)` is the scope filter:
+
+- `all_visible` → existing `AllForUser(userID)`
+- `personal_only` → appointments with `project_id IS NULL AND created_by = userID`
+- `project` → appointments where `project_id = scope_id` AND visible to user
+- `client` / `litigation` / `patent` / `case` → appointments where the
+  ancestor at the relevant hierarchy level = `scope_id` AND visible to user
+- when `include_personal = true`, union with personal events on top of the above (only for non-`all_visible`/`personal_only` scopes)
+
+This reuses the existing `can_see_project()` predicate (per project
+CLAUDE.md, team-based RLS), so visibility shrinkage on a project unshare
+falls out naturally: next push sees the appointment is no longer in
+`ForBinding(...)`, sees a dangling target row, issues `DeleteEvent`.
+
+### §4.2 Pull reconciliation
+
+Each binding has its own pull pass against `b.CalendarPath`. The
+matching key is still `caldav_uid` — same UID across all bindings, so
+`appointments.FindByCalDAVUID(uid)` resolves the local row. The
+**ETag check is per-target row** now, not per-appointment: a remote
+edit in calendar X bumps the etag in `appointment_caldav_targets` for
+binding X only. The local Appointment is updated once (last-write-wins
+on Appointment.updated_at), the next push tick re-syncs the other
+bindings with the new payload (they see their stored etag is older
+than the appointment's `updated_at` and re-PUT).
+
+**One subtle change:** the foreign-UID skip (`extractAppointmentID == ""`)
+still applies per-binding pull. That preserves the v1 "Paliad owns its
+UIDs" property — multi-calendar does not open the door to importing
+events the user creates in their calendar app. (If/when that becomes
+in-scope, it's a separate t-paliad-* design.)
+
+### §4.3 Hooks (instant push)
+
+`OnAppointmentCreated/Updated/Deleted` fan out across all the user's
+enabled bindings that match the appointment's scope. Same 30s-timeout
+background goroutine. The user-facing request still returns
+immediately; the failure mode is identical (best-effort per binding,
+logged on `slog.Warn`).
+
+### §4.4 Bandwidth & rate limits
+
+- Per user per tick: **N bindings × 1 PROPFIND + per-event GETs**.
+  The pull GET is the dominant cost; a 50-binding user with 20 events
+  per calendar is ~1 000 GETs/min, which is fine over HTTP/1.1 to a
+  decent CalDAV server but **does** put us inside iCloud's
+  ~throttle-friendly band and risks Google's quota model.
+- Mitigation: switch pull to **`REPORT` `calendar-multiget`** so each
+  binding's events come back in one round-trip. That's a single
+  iteration on `caldav_client.go` (the same multistatus parser
+  already handles the body) and pays for itself the moment a user
+  has >10 events per binding. We deliberately deferred this in
+  Phase F (one calendar, low volume) — multi-calendar makes it
+  table-stakes. Plan to land it in **Slice 2** alongside the picker.
+- Rate limiting on the Paliad side: keep the 60s ticker, but stagger
+  per-binding pulls so we never fire N concurrent PROPFINDs against
+  the same provider. Sequential per binding is fine; we already do
+  this implicitly with the per-user goroutine.
+
+### §4.5 Server-side cleanup on binding delete
+
+User deletes a binding → service:
+
+1. Lists every (appointment, binding) target row for that binding.
+2. Issues `DELETE` per `.ics` on the remote calendar (best effort).
+3. Deletes the target rows.
+4. Deletes the binding row (or relies on `ON DELETE CASCADE` from
+   target FK — cleaner to delete remotely first, then drop the row,
+   so a half-failed cleanup leaves rows we can retry on next tick).
+
+A "leave events behind in the external calendar" toggle is a real
+ask (users sometimes archive bindings without wanting their calendar
+app to suddenly empty). Plumb it as `binding.cleanup_on_delete bool`
+in Slice 2 if there's demand; default `true` (delete).
+
+---
+
+## §5 — Bidirectional vs one-way
+
+**Recommendation: stay bidirectional, identical to today's semantics,
+per-binding.** Reasons:
+
+1. **m's stated workflow expects round-trip.** Drag a deadline in
+   Outlook → Paliad sees the new date → approval flow triggers
+   (t-138). One-way push breaks that. Multi-calendar doesn't change
+   this expectation; if anything, it strengthens it (the user picked
+   the project-cal binding *because* they intend to edit there).
+2. **The conflict model is already in place.** Last-write-wins on
+   ETag, foreign-UID skip, `LogConflict` audit append. Multi-calendar
+   adds one new question: "if the user edits the same event in two
+   different bindings between ticks, which wins?" Answer: the one
+   that lands first in our pull pass. Bindings are iterated in
+   `created_at` order so the behaviour is deterministic, and the
+   second edit gets overwritten on the next tick when we re-push the
+   resolved appointment to it. Acceptable trade-off; would only show
+   up if a user actually edits the same event in two of their own
+   calendars within 60s, which is vanishingly rare.
+3. **Approval-flow integration is unchanged.** Pending-approval
+   events have the `[PENDING APPROVAL]` marker baked into the iCal
+   summary by `caldav_ical.go:76+`. That marker survives multi-binding
+   fan-out untouched; an external edit on a pending event still has
+   the pre-existing bypass-the-gate hole (flagged §1, not in scope).
+
+**Tee-up for m's call:** if multi-calendar is the wrong moment to
+keep bidirectional (e.g. because per-project calendars are about
+**read-only visibility for partners**, not editing), we'd add a
+`binding.read_only bool` column and skip the pull pass for that
+binding. Cheap to add now or later. **I recommend defaulting
+`read_only = false` (bidirectional like today) and only making it
+optional if m's first session with the UI surfaces the need.**
+
+---
+
+## §6 — User-facing config model
+
+Surface on `/einstellungen/caldav` (already exists for Phase F creds).
+Two sections, in this order:
+
+1. **Server** (existing) — URL, username, password, "test connection".
+   Unchanged.
+2. **Calendars** (new) — list of bindings as cards / rows. For each:
+   `display_name`, `calendar_path`, `scope_kind` chip (master /
+   personal / project / …), `enabled` toggle, last-sync status, action
+   buttons "Edit scope" / "Remove".
+3. **Add a calendar** — flow:
+   - **a)** click "Add". Modal opens. We do a `PROPFIND
+     <calendar-home-set>` against the user's server to discover their
+     existing calendars; show as a picker. (RFC 6638 / 4791 calendar
+     home set discovery — supported by iCloud, Fastmail, Nextcloud,
+     Radicale, Baikal, SOGo. Google CalDAV does not expose this
+     reliably; for Google users we degrade to a manual path entry box.)
+   - **b)** user picks an existing calendar, or chooses "Create new
+     calendar". Create-new attempts `MKCALENDAR` (works on iCloud,
+     Fastmail, Nextcloud, Radicale, Baikal, SOGo; fails on Google →
+     friendly error with copy-paste instruction).
+   - **c)** user picks the **scope**: a radio between "Everything I can
+     see", "Personal only", "One project", and (later) "One client /
+     litigation / patent / case". Project picker uses the existing
+     `/api/projects?…` autocomplete.
+   - **d)** "Save" → POST `/api/caldav-bindings`. The next 60s tick
+     starts pushing into the new calendar; the UI shows "Initial
+     sync running…" with a live last-sync indicator (already polled
+     by the existing `caldav-config` page).
+
+4. **Quick-add affordances** (Slice 3 polish, not v1):
+   - On a project's `/projects/<id>` page: "Open in calendar app" link
+     if a binding already exists for that project, "Pin to a new
+     calendar" if none does (deep-links to the Add-a-calendar modal
+     pre-filled).
+   - Bulk action "Create one calendar per active litigation" on
+     `/einstellungen/caldav` (requires `MKCALENDAR` support; gated
+     behind a server-capability probe at first PROPFIND).
+
+5. **Soft limits in the UI:**
+   - At **20 bindings**: yellow info banner "Most users keep ≤ 20
+     calendars; review your list before adding more."
+   - At **80 bindings**: red error, block adding new (we don't know
+     the user's provider for sure; 80 is a safe ceiling for iCloud
+     and Nextcloud-default).
+   - Provider hint surfaced under the Server form: parsed from the
+     URL host, with a "your provider's documented limit" line —
+     pure courtesy, not enforced.
+
+### §6.1 What the API contract looks like
+
+| Verb + Path | Body / Returns | Notes |
+|---|---|---|
+| `GET /api/caldav-bindings` | array of binding rows + sync status | replaces having to interpret `user_caldav_config.calendar_path` |
+| `POST /api/caldav-bindings` | `{calendar_path, display_name, scope_kind, scope_id?, include_personal?}` → created binding | triggers immediate sync goroutine wake-up |
+| `PATCH /api/caldav-bindings/{id}` | partial; toggle `enabled` or change `scope_*` | re-runs `pushAll` for this binding |
+| `DELETE /api/caldav-bindings/{id}` | — | deletes external events first, then row |
+| `GET /api/caldav-discover` | array of `{href, displayname}` from server `<calendar-home-set>` | populates the picker; cached 5 min |
+| `POST /api/caldav-mkcalendar` | `{display_name, color?}` → `{calendar_path}` | issues `MKCALENDAR`; returns 501 on Google |
+
+`GET /api/caldav-config` still works (back-compat for the server-creds
+section); its `calendar_path` field is documented as "deprecated, see
+/api/caldav-bindings".
+
+---
+
+## §7 — Slice plan
+
+Tracer-bullet slices so each is independently shippable, safe to
+revert, and gives the user something they can see.
+
+**Slice 1 — Schema + backfill (no UI change).**
+- Migration: create `user_calendar_bindings`, `appointment_caldav_targets`.
+- Backfill: for every existing `user_caldav_config` row, insert one
+  `bindings` row `(user_id, calendar_path, display_name='', scope_kind='all_visible', enabled)`.
+  For every Appointment with non-null `caldav_uid`, insert one
+  `appointment_caldav_targets` row pointing at the user's new default
+  binding.
+- Refactor `CalDAVService.syncOnce` / `pushAll` / `pullAll` to drive
+  off bindings (loop of length 1 per existing user). Behaviour
+  observably identical: same calendars, same events, same logs.
+- `appointments.caldav_uid` / `caldav_etag` columns still exist and
+  are written for compatibility (treat them as denormalised pointers
+  to the default binding's target row). UI unchanged.
+- **Exit criterion:** existing users see no change in their calendar;
+  `caldav_sync_log.binding_id` is populated for all new rows; manually
+  inserted second binding via SQL syncs correctly end-to-end on a
+  staging account.
+
+**Slice 2 — Binding-picker UI + multi-binding support.**
+- `/api/caldav-bindings` CRUD + `/api/caldav-discover` (PROPFIND
+  `calendar-home-set`) + `/api/caldav-mkcalendar`.
+- New "Calendars" section on `/einstellungen/caldav` with the modal
+  flow from §6.
+- **Land `REPORT calendar-multiget` pull** alongside (per §4.4).
+  Required, not optional, for the bandwidth profile multi-binding
+  introduces.
+- Scope kinds enabled in v1: `all_visible`, `personal_only`, `project`.
+  Hierarchy scopes (`client`, `litigation`, `patent`, `case`) parked
+  for Slice 3.
+- **Exit criterion:** m can pin a second calendar via the UI on
+  staging; events for project X appear only in the X-bound calendar
+  if his master binding is disabled, and in both if it's enabled.
+
+**Slice 3 — Hierarchy scopes + project-page quick-adds.**
+- Enable `scope_kind ∈ {client, litigation, patent, case}` — pure
+  filter-predicate change in `ForBinding(...)` using the existing
+  project-tree walker.
+- "Pin to a new calendar" button on `/projects/<id>` and on the
+  /einstellungen page.
+- Bulk "calendar-per-active-litigation" provisioner (with
+  `MKCALENDAR` capability probe).
+- **Exit criterion:** real HLC PA can set up "one cal per
+  litigation" in <5 min on first try without inventor help.
+
+**Slice 4 — Polish + cleanup.**
+- Drop `appointments.caldav_uid` / `caldav_etag` after instrumentation
+  shows zero readers outside `CalDAVService` (`grep` + a one-week
+  query-log audit on the read replica).
+- Soft-limit banners (20 / 80).
+- `binding.read_only` and `binding.cleanup_on_delete` toggles if
+  asked for by then.
+- **Exit criterion:** schema is final; no legacy paths remain in
+  `caldav_service.go`.
+
+**(Out of scope across all four slices:** foreign-UID import, custom
+event types per binding, per-binding colour mapping, MKCALENDAR for
+Google. These are easy to add later if the data says so.)
+
+---
+
+## §8 — Open questions for m
+
+1. **Bidirectional default for new bindings: yes/no?** I recommend
+   **yes** (matches today's single-cal behaviour and the round-trip
+   workflow expectation). A `read_only` per-binding flag is cheap to
+   add later if a real use case shows up. Decide now → Slice 1; decide
+   later → Slice 4.
+2. **`personal_only` scope — keep or drop?** It's useful for users
+   who want a "noisy team master + clean personal" split, but it's
+   redundant for users who only use the master calendar. I'd keep
+   it; trivial to remove if m disagrees.
+3. **`MKCALENDAR` (auto-create calendar) — ship in Slice 2 or defer
+   to Slice 3?** Shipping it in Slice 2 means we need the
+   capability-probe + Google-degrade UX up-front. Deferring means
+   Slice 2 users have to pre-create the calendar in their app and
+   paste the URL — workable but clunky. Default plan: **Slice 2,
+   with a clean Google-degrade message**.
+4. **Soft cap numbers (20 / 80) — sensible?** Picked from §2
+   provider limits + "most paliad users will pick 1–5". m may
+   want different numbers — easy to tune.
+5. **`/admin/caldav-bindings` view for support debugging?** Not in
+   the slice plan; useful if a user calls confused about which
+   calendar holds which event. Add if m wants it.
+6. **Approval-flow + remote-edit gap (§1, the bypass) — fix scope?**
+   Pre-existing in single-cal Phase F. Multi-cal makes it more
+   visible. Should this be a follow-up under t-138, or folded into
+   Slice 3? I'd file as a separate task.
+
+---
+
+## §9 — Why this is the right shape
+
+- **Single CalDAV server per user, N bindings.** Matches every real
+  provider's auth model (one auth blob covers all the user's
+  calendars) and keeps `caldav_crypto.go` and `user_caldav_config`
+  untouched.
+- **Binding scope is a row, not a static config.** Users compose
+  the organisation they want without us guessing; defaults (one
+  master binding on migration) preserve current behaviour.
+- **UID stays per-appointment.** Means an event re-binding (move
+  from project-cal to master-cal) is just shuffling target rows,
+  not minting new UIDs. Re-importing into the same calendar later
+  rebinds cleanly.
+- **Sync engine shape is unchanged.** Same per-user goroutine, same
+  60s tick, same hooks. The blast radius of multi-binding is one
+  inner loop, gated behind a feature that backfills to a no-op for
+  every existing user.
+- **Slices give m a vertical demo at each step.** Slice 1 is
+  invisible-but-shippable; Slice 2 is the first user-facing change
+  ("you can pin a second calendar"); Slice 3 is "now organise by
+  project tree"; Slice 4 is cleanup.
+- **No new external dependencies.** Same hand-rolled CalDAV client.
+  Adds one new verb (`MKCALENDAR`) and one new report
+  (`calendar-multiget`) — both small, both already half-tested
+  against `caldav_client.go`'s patterns.
+
+---
+
+## §10 — Sources
+
+- [Apple Support — Limits for iCloud Contacts, Calendars, Reminders, Bookmarks, and Maps](https://support.apple.com/en-us/103188) — iCloud 100 combined calendars + reminder lists.
+- [Google Workspace Updates — Automatic addition of owned secondary calendars, Jan 2026](https://workspaceupdates.googleblog.com/2026/01/automatic-addition-owned-secondary-calendars.html) — Google ~100 owned recommendation.
+- [Fastmail — Account limits](https://www.fastmail.help/hc/en-us/articles/1500000277382-Account-limits) — 100k events/user, no documented calendar count cap.
+- [Nextcloud admin manual — Calendar / CalDAV](https://docs.nextcloud.com/server/stable/admin_manual/groupware/calendar.html) — default 30, configurable, 10/hr rate limit.
+- Live verification against `internal/services/caldav_*.go` and `paliad.user_caldav_config` / `paliad.appointments` schema on the youpc Supabase instance.
+
+---
+
+## Addendum — m's decisions (2026-05-19)
+
+Walked through §8.1–§8.6 with m via AskUserQuestion. Decisions are
+locked in for the coder shift; revisit only on Slice-3 feedback.
+
+| Q | Decision | Implication for the slice plan |
+|---|---|---|
+| **§8.1 — Bidirectional default** | **Yes — bidirectional by default** | No `read_only` flag in Slice 1–3. Multi-cal inherits Phase F's last-write-wins / foreign-UID-skip semantics unchanged. Per-binding `read_only` only added later if a real use case shows up. |
+| **§8.2 — `personal_only` scope** | **Keep — first-class scope** | Ships in Slice 2 as one of the picker's radio options (`Everything I can see` / `Personal only` / `One project`). One enum value, one `ForBinding()` branch. |
+| **§8.3 — MKCALENDAR timing** | **Slice 2 with Google-degrade UX** | Slice 2 includes `POST /api/caldav-mkcalendar` + capability probe. Google users get a friendly "create the calendar in your Google UI, paste the URL" fallback. iCloud / Fastmail / Nextcloud / Radicale / Baikal / SOGo get one-click "Create new calendar". |
+| **§8.4 — Soft caps** | **No caps in v1, add later if data warrants** | Drop the 20-warn / 80-block UI guards from §6. Instrument `count(*)` on `user_calendar_bindings` per user as a Slice 2 telemetry add. Revisit if/when real distributions land. |
+| **§8.5 — `/admin/caldav-bindings` view** | **Don't ship in v1** | Stays out of the slice plan. Support debugging goes via Supabase SQL until a real ticket lands. Frees Slice 4 polish for the legacy-column drop only. |
+| **§8.6 — Approval-flow remote-edit gap** | **Separate task under t-138** | Out of scope for all four multi-cal slices. File the gap as a new `t-paliad-*` follow-up under t-138 so multi-cal stays clean and reverter-friendly. Pre-existing hole, surfaced not fixed. |
+
+### Net effect on §7 slice plan
+
+- **Slice 1** unchanged — schema + backfill, behaviour-equivalent.
+- **Slice 2** = picker UI + `REPORT calendar-multiget` + **MKCALENDAR
+  with capability probe + Google-degrade message** + binding-count
+  telemetry. No `read_only` flag, no soft caps, no admin view.
+  Scopes enabled: `all_visible`, `personal_only`, `project`.
+- **Slice 3** = hierarchy scopes (`client` / `litigation` / `patent` / `case`)
+  + per-project quick-adds. **No** approval-gap fix folded in.
+- **Slice 4** = drop legacy `appointments.caldav_uid` / `caldav_etag`.
+  Soft-cap banners only if Slice 2 telemetry says we need them.
+
+### Net effect on §3 schema
+
+No change. `user_calendar_bindings` still ships with the full
+`scope_kind` enum (including `personal_only`). `appointment_caldav_targets`
+unchanged. No `read_only` column in v1.
+
+### Follow-ups to file as separate tasks
+
+1. **`t-paliad-*` (under t-138):** approval-flow + CalDAV remote-edit
+   gap. `ApplyRemoteUpdate` bypasses the approval gate when an external
+   client edits a pending-approval event. Pre-existing in single-cal
+   Phase F. Owner: t-138 maintainer.
+2. **(maybe) `t-paliad-*`:** soft-cap UI if Slice 2 telemetry shows
+   any user near the iCloud-100 / Nextcloud-30 envelope. Not pre-filed
+   — only opens if data warrants.

docs/design-calendar-view-align-2026-05-20.md

@@ -0,0 +1,448 @@
+# Design: Align calendar-view rendering between Events/Termine and Custom Views
+
+**Task:** t-paliad-224 — m/paliad#55
+**Author:** bohr (inventor)
+**Date:** 2026-05-20
+**Status:** ACCEPTED — all 8 (R) defaults confirmed by head 2026-05-20 (msg #2087); coder shift authorised on same branch.
+**Branch:** `mai/bohr/calendar-view-align`
+
+---
+
+## 0. Premise check (verified against live source 2026-05-20)
+
+m's brief mentions two surfaces ("Events/Termine" and "Custom Views' calendar view type"). The live codebase has **three** distinct calendar implementations, not two:
+
+| | A — Events tab | B — Standalone | C — Custom Views |
+|---|---|---|---|
+| URL | `/events?type=…&` calendar tab | `/deadlines/calendar`, `/appointments/calendar` | `/views/{slug}` with `render_spec.shape="calendar"` |
+| Shell TSX | `frontend/src/events.tsx:239-269` (inline `events-calendar-wrap` block) | `frontend/src/deadlines-calendar.tsx`, `frontend/src/appointments-calendar.tsx` | `frontend/src/views.tsx:104` (`views-shape-calendar` host) |
+| Renderer | `frontend/src/client/events.ts:589-656` (`renderCalendar()`) | `frontend/src/client/deadlines-calendar.ts`, `frontend/src/client/appointments-calendar.ts` | `frontend/src/client/views/shape-calendar.ts` (525 lines, mounted from `client/views.ts:227`) |
+| Build entry | `events.html` (one bundle) | `deadlines-calendar.html` + `appointments-calendar.html` (two extra bundles) — `frontend/build.ts:258,261,387,390` | none (mounted into the views host at runtime) |
+| Handler | `handleEventsPage` | `handleDeadlinesCalendarPage`, `handleAppointmentsCalendarPage` — `internal/handlers/handlers.go:470,476`; impls in `internal/handlers/deadlines_pages.go:26`, `internal/handlers/appointments_pages.go:27` | `handleViewsBySlug` |
+
+**Reachability of B (standalone calendars).** `grep` for the URL strings inside `frontend/` finds only `paliadin-context.ts:96,100` (which decode the URL when the user is **already** on the page). The current Sidebar (`frontend/src/components/Sidebar.tsx:162-163`) routes to `/events?type=deadline` and `/events?type=appointment` — the calendar tab inside `/events` is the only UI-reachable calendar today. Routes B exist but are orphaned in navigation; they live for bookmarks / external links / paliadin context.
+
+The brief's choice of canonical renderer ("likely the Custom Views renderer if it's the more recent / general one") is the right one — verified below in §3.
+
+---
+
+## 1. m's intent (as I read it)
+
+> "the calendar views in Events / Termine are different than in the custom views calendar view type. That should be aligned!"
+
+The literal statement is about visual + behavioural parity. Read alongside the brief's "drop the duplicate code path" and the explicit naming of `shape-calendar.ts` / `appointments-calendar.tsx` / `client/appointments-calendar.ts`, the intent is:
+
+1. **One calendar component**, mounted from both the events-page surface and the custom-views surface.
+2. **Identical visual output** when the same items land in either surface.
+3. **No duplicate code path** — orphaned standalone calendar TSX + client + dist pages go.
+4. **Alignment first, not new features** — drag-to-create / week-resize / etc. are explicitly out of scope per the issue body.
+
+The smallest-diff path that delivers that intent is "canonicalise on shape-calendar.ts and fold A in" — see §3.
+
+---
+
+## 2. What actually diverges today
+
+Side-by-side after reading all three implementations (cited line numbers above):
+
+| Dimension | A (`/events` tab) | B (`/deadlines/calendar`, `/appointments/calendar`) | C (Custom Views) |
+|---|---|---|---|
+| Views offered | month only | month only | month + week + day |
+| URL deep-link state | none (calendar month is in-memory, lost on refresh) | none | yes — `?cal_view=…&cal_date=YYYY-MM-DD` |
+| Cell content | day-num + max 4 dots + "+N" | day-num + max 4 dots + "+N" | day-num + max 3 text **pills** + "+N" |
+| Dot/pill colour key | urgency for deadlines (`frist-urgency-overdue/soon/later/done`) + single appointment colour (`events-cal-dot-appointment`) — mixed semantics | (deadlines page) urgency only; (appointments page) appointment-type colours via `termin-type-hearing/meeting/consultation/deadline_hearing` + legend strip | **kind-coded** — `views-calendar-pill--{deadline|appointment|project_event|approval_request}` |
+| Today indicator | accent circle on day-number (`frist-cal-today .frist-cal-day` → coloured pill) | identical to A | border + inset box-shadow ring on entire cell (`views-calendar-cell--today`) |
+| Click cell | opens modal popup (`#events-cal-popup`) listing the day's items | opens modal popup (`#cal-popup`) | drills into **day view** (changes URL via `?cal_view=day&cal_date=…`), no modal |
+| "+N" overflow | rendered as static `.frist-cal-more` span (not clickable) | identical | rendered as a button — opens the day view (same drill as the day-num button) |
+| Empty state | per-month "Keine Einträge im ausgewählten Zeitraum." | per-month "Keine Fristen…" / "Keine Termine…" | per-day in week/day views ("Keine Einträge."), no per-month empty in month view |
+| Toolbar | inline ‹ month-label › + Heute button | identical | view-switcher chips (M/W/D) + ‹ range-label › + (in day/week) "Zurück zum Monat" link |
+| Weekday header | 7 static `.frist-cal-weekday` divs hard-coded in TSX | identical | rendered inline in the JS grid (single grid spans weekday row + day cells) |
+| Mobile fallback | `@media (max-width: 700px)` shrinks cell min-height to 64px (CSS-only) | identical | `<600px` → adds a notice + uses cards-style stack; CSS-only no special media query (notice is data-driven) |
+| Data source | `/api/events` (one fetch, all items unfiltered by date) | `/api/deadlines` or `/api/appointments` separately | `/api/views/{slug}/run` (filter-spec backed, ViewRow[] discriminated by `kind`) |
+| Item shape | `EventListItem` (discriminator field `type`) | `Deadline` or `Appointment` (typed) | `ViewRow` (discriminator field `kind`) |
+| Detail link | `/deadlines/{id}` or `/appointments/{id}` from popup row | identical | direct anchor on the pill/row, no popup |
+| Lang / i18n | `cal.day.*`, `events.calendar.empty` | `cal.day.*`, `appointments.kalender.empty`, `deadlines.kalender.empty`, `appointments.type.*` (legend) | `cal.day.*`, `cal.view.*`, `cal.month.{prev,next}`, `cal.week.*`, `cal.day.no_entries`, `views.calendar.mobile_fallback` |
+
+The two A/B implementations are near-clones of each other — Slice C alignment alone wouldn't fix the bigger "two of these are the same code with a coat of paint" problem.
+
+CSS surface: `.frist-cal-*` is consumed **only** by A + B (verified by grep across `frontend/` + `internal/` — no third party). After the refactor, the entire `.frist-cal-calendar`, `.frist-cal-grid`, `.frist-cal-cell{,-empty,-has}`, `.frist-cal-day`, `.frist-cal-today`, `.frist-cal-dot{*}`, `.frist-cal-more`, `.frist-cal-popup-*`, `.frist-cal-weekday`, `.termin-cal-legend{,-item}`, `.termin-cal-dot`, `.events-cal-dot-appointment` block in `frontend/src/styles/global.css:7464-7620` and `:8019-8023` and `:8680-8700` and `:11519-11533` is deletable. About **180 lines of CSS** go away.
+
+---
+
+## 3. Recommended design (TL;DR)
+
+| Area | Recommendation | Smallest-diff alternative considered & rejected |
+|---|---|---|
+| **Canonical renderer** | `shape-calendar.ts` is the canonical renderer. Extract its mount API behind a small `mountCalendar(host, items, opts)` boundary so both /events and /views call it. | Two-way merge (cherry-pick best of both into a third component) — strictly more code, no clean canon to point coders at later. |
+| **/events calendar tab** | Replaces inline month grid + popup with a `mountCalendar(host, items, { urlState: true, defaultView: "month" })` call. Drops `renderCalendar()`, `openCalPopup()`, `wireCalNav()`, and the entire `events-cal-*` TSX subtree. Gains month/week/day views, drill-down, URL state — for free. | Keep A as-is, only converge B with C: leaves the headline divergence (the one m sees in the UI today) unresolved. |
+| **/deadlines/calendar + /appointments/calendar** | Routes redirect 301 to `/events?type=deadline&view=calendar` and `/events?type=appointment&view=calendar`. TSX + client + dist artefacts deleted. `paliadin-context.ts` entries for the old paths kept (the redirect target carries through to the same context label). | Delete routes outright: breaks bookmarks. A 301 is one line per route. |
+| **Data adapter** | `client/events.ts` already loads `EventListItem[]` from `/api/events`. Adapter is a one-liner field rename (`type` → `kind`) — the rest of the shape is identical to `ViewRow`. Existing API endpoints unchanged. | Migrate /events tab to `/api/views/{slug}/run` with an ad-hoc filter spec: pulls a lot of substrate (filter spec assembly, view caching) into the events flow for zero gain when the existing API already returns the right shape. |
+| **Per-shape config** | Reuse `CalendarConfig` (`default_view`, `show_weekends`). `/events` calendar tab passes `default_view: "month"` so it stays month-first; future surfaces can pass `"week"` if needed. | Hard-code "month" inside mountCalendar — closes the door on /events week/day tabs we may want later. |
+| **Subtype dot colouring** | Drop the per-appointment-type colour legend (deadline-only colouring was urgency-based and mixed semantics with subtype anyway). Pills are kind-coded only — same as `/views/{slug}` with `shape=calendar` does today. Subtype colouring can be added later as a `CalendarConfig.subtype_colors: bool` flag if a user asks. | Preserve the type-colour legend on the events page: only the orphaned /appointments/calendar page exposes it today, and bringing it into /events means designing the legend at the events-page level (events can be deadlines OR appointments OR both per current chip filter). Easier to defer until requested. |
+| **CSS** | Delete the `.frist-cal-*` block entirely (~180 lines). The single source of truth becomes `.views-calendar-*`. Same lime-green accent (`var(--color-accent)`), same surface tokens — colour parity is automatic. | Keep both blocks: leaves a CSS minefield where future devs are unsure which class to use. |
+| **i18n** | New keys land under the existing `cal.*` namespace (`cal.view.month/week/day`, `cal.day.back_to_month`, `cal.day.open_day`, `cal.day.no_entries`, `views.calendar.mobile_fallback`). These already exist for Custom Views — no new strings needed. Delete the `appointments.kalender.*`, `deadlines.kalender.*`, `appointments.type.*` (legend-only) keys, plus `events.calendar.empty` (replaced by `cal.day.no_entries` at the day-view level). | Keep DE/EN strings as-is for compatibility: just delete-and-go. The keys aren't part of any user-saved data. |
+
+**Net code change (estimated by file):**
+
+- **Delete:** `frontend/src/appointments-calendar.tsx`, `frontend/src/deadlines-calendar.tsx`, `frontend/src/client/appointments-calendar.ts`, `frontend/src/client/deadlines-calendar.ts` — together ~560 lines.
+- **Trim:** ~80 lines from `events.tsx` (calendar subtree), ~140 lines from `client/events.ts` (`renderCalendar`/`openCalPopup`/nav handlers/calendar state).
+- **Trim:** ~180 lines from `global.css` (`.frist-cal-*` block).
+- **Add:** `frontend/src/client/calendar/mount-calendar.ts` — the extracted public API (~60 lines incl. types).
+- **Refactor:** `frontend/src/client/views/shape-calendar.ts` becomes a 30-line wrapper that calls `mountCalendar` with `urlState: true` and the spec's calendar config. Most of the existing 525 lines move into `mount-calendar.ts` verbatim.
+- **Backend:** 4 lines total — turn the two standalone-calendar handlers into 301 redirects (one line each, plus matching delete of the standalone HTML file write in `frontend/build.ts:387,390`).
+
+Net: **~700 LOC removed, ~100 LOC added, zero new endpoints, zero schema changes, zero new dependencies.**
+
+---
+
+## 4. Architecture sketch
+
+```
+                          ┌─────────────────────────────┐
+                          │  frontend/src/client/       │
+                          │    calendar/                │
+                          │      mount-calendar.ts ★    │  ← new shared module
+                          │      types.ts (CalendarItem)│
+                          └──────────────┬──────────────┘
+                                         │
+                ┌────────────────────────┼─────────────────────────┐
+                │                        │                         │
+   client/events.ts (Kalender tab)   client/views/                 │
+                │                    shape-calendar.ts             │
+                │                    (thin wrapper)                │
+                │                        │                         │
+                │                        ▼                         │
+                │                    client/views.ts               │
+                │                    paintRows(…, "calendar")      │
+                │                                                  │
+                └──────────────────────────────────────────────────┘
+
+           Data flows:
+           A: /events  → fetch /api/events?type=…&status=…    → EventListItem[]
+                       → toCalendarItem(items)                 → CalendarItem[]
+                       → mountCalendar(host, items, opts)
+
+           C: /views/{slug} → fetch /api/views/{slug}/run     → ViewRow[]
+                            → toCalendarItem(rows) (noop-ish: rename ‘type’→‘kind’ already done)
+                            → renderCalendarShape() → mountCalendar(host, items, opts)
+```
+
+### 4.1 The shared module (`mount-calendar.ts`)
+
+```ts
+// frontend/src/client/calendar/mount-calendar.ts
+import { t, tDyn, getLang, type I18nKey } from "../i18n";
+
+export type CalendarKind =
+  | "deadline" | "appointment" | "project_event" | "approval_request";
+
+export interface CalendarItem {
+  kind: CalendarKind;
+  id: string;
+  title: string;
+  event_date: string;           // ISO-8601; first 10 chars are yyyy-mm-dd
+  project_id?: string;
+  project_title?: string;
+  project_reference?: string;
+}
+
+export interface CalendarOpts {
+  defaultView?: "month" | "week" | "day";
+  /** If true, calendar reads/writes ?cal_view + ?cal_date (or the prefixed
+   *  equivalents); if false, state is in-memory only (use for embedded
+   *  calendars where URL state belongs to the host page). */
+  urlState?: boolean;
+  /** Optional prefix for URL params (default: empty). Set if more than
+   *  one calendar might live on the same URL. */
+  urlPrefix?: string;
+  /** Optional override: how to render a row's href. Default uses the
+   *  kind→/deadlines|/appointments|/inbox|/projects routing the existing
+   *  shape-calendar.ts ships with. */
+  hrefFor?: (item: CalendarItem) => string;
+}
+
+export interface CalendarHandle {
+  /** Re-render with a new item set (e.g. after a filter change in /events). */
+  update(items: CalendarItem[]): void;
+  /** Tear down listeners + clear host. */
+  destroy(): void;
+}
+
+export function mountCalendar(
+  host: HTMLElement,
+  items: CalendarItem[],
+  opts?: CalendarOpts,
+): CalendarHandle;
+```
+
+Internals lifted verbatim from `shape-calendar.ts` (toolbar, renderMonth/Week/Day, renderPill, renderRowAnchor, bucketByDate, filterByDay, startOfWeek, shift, isToday, isoDate, formatRangeLabel, formatWeekHeader, readView/Anchor, writeURL). Two tweaks:
+
+- `readView`/`readAnchor`/`writeURL` accept the `urlPrefix` so embedded calendars on `/events?…&` don't clobber other pages' `?cal_view`.
+- `urlState: false` skips the URL read/write entirely — initial state comes from `opts.defaultView` and "today".
+
+### 4.2 `shape-calendar.ts` (after refactor)
+
+```ts
+import type { RenderSpec, ViewRow } from "./types";
+import { mountCalendar, type CalendarItem } from "../calendar/mount-calendar";
+
+export function renderCalendarShape(
+  host: HTMLElement, rows: ViewRow[], render: RenderSpec,
+): void {
+  const items: CalendarItem[] = rows.map(r => ({
+    kind: r.kind,
+    id: r.id, title: r.title,
+    event_date: r.event_date,
+    project_id: r.project_id,
+    project_title: r.project_title,
+    project_reference: r.project_reference,
+  }));
+  mountCalendar(host, items, {
+    defaultView: render.calendar?.default_view ?? "month",
+    urlState: true,
+  });
+}
+```
+
+### 4.3 `client/events.ts` (calendar arm only)
+
+```ts
+// near the top
+import { mountCalendar, type CalendarItem, type CalendarHandle } from "./calendar/mount-calendar";
+
+// state
+let calendar: CalendarHandle | null = null;
+
+// inside applyView() when switching to calendar view:
+function ensureCalendarMounted(host: HTMLElement, items: CalendarItem[]) {
+  if (calendar) { calendar.update(items); return; }
+  calendar = mountCalendar(host, items, { urlState: false, defaultView: "month" });
+}
+
+// inside applyView() when switching AWAY from calendar:
+function teardownCalendar() {
+  if (calendar) { calendar.destroy(); calendar = null; }
+}
+
+function toCalendarItem(it: EventListItem): CalendarItem {
+  return {
+    kind: it.type as CalendarKind,    // type "deadline" | "appointment"
+    id: it.id, title: it.title,
+    event_date: itemDateISO(it) + "T00:00:00",
+    project_id: it.project_id,
+    project_title: it.project_title,
+    project_reference: it.project_reference,
+  };
+}
+```
+
+`urlState: false` for /events because the page already owns its own URL contract (`?type=`, `?status=`, etc.) and a second calendar deep-link param set would compete with future events-page state. (See §11 Q3 — this is a defaultable preference, not a hard constraint.)
+
+### 4.4 Standalone calendar redirects
+
+```go
+// internal/handlers/deadlines_pages.go
+func handleDeadlinesCalendarPage(w http.ResponseWriter, r *http.Request) {
+    http.Redirect(w, r, "/events?type=deadline&view=calendar", http.StatusMovedPermanently)
+}
+
+// internal/handlers/appointments_pages.go
+func handleAppointmentsCalendarPage(w http.ResponseWriter, r *http.Request) {
+    http.Redirect(w, r, "/events?type=appointment&view=calendar", http.StatusMovedPermanently)
+}
+```
+
+The `view=calendar` query string is a **new** events-page URL contract — needs a one-line addition to `client/events.ts:readURLState()` (which already reads `type`, `status`) to honour `view`. Today the view is in-memory only; pinning it to URL is a free side-benefit of this refactor (and lets the redirects land users on the calendar, not on the cards view).
+
+Build pipeline: delete entries `frontend/build.ts:258`, `261`, `387`, `390` (the two standalone calendar bundles + HTML writes). `paliadin-context.ts:96,100` keep their URL matches — the 301 fires server-side, so the client only ever sees `/events?type=…&view=calendar` (which already maps to a paliadin context).
+
+---
+
+## 5. Visual + interaction parity audit
+
+Walking m's brief checklist against the proposed end-state (assuming the user is on /events Kalender tab after this refactor):
+
+| Brief item | Today (A) | After refactor | Matches /views? |
+|---|---|---|---|
+| Event tile shape | dot | **pill with text** | ✓ |
+| Color | mixed (urgency + single appointment colour) | **kind-coded** (deadline / appointment / project_event / approval_request) | ✓ |
+| Click behaviour (navigate to detail) | modal popup → anchor | **direct anchor on pill** (no modal) | ✓ |
+| Today highlight | accent circle on day-num | **border ring on entire cell + box-shadow** | ✓ |
+| Weekday header | static TSX divs | **rendered inline in the JS grid** | ✓ |
+| Date-range / project / type filter shape | same `EventListItem[]` post-adapter | identical adapter feeds same `CalendarItem[]` shape | ✓ shared loader contract |
+
+Two surfaces still differ after the refactor — and that's by design:
+
+1. **/events** still has its three view chips above the calendar (Karten / Liste / Kalender) because the events page is multi-shape at the outer level. /views also has its outer shape chips (Liste / Karten / Kalender / Timeline). Both surfaces' shape chips look identical (`agenda-chip-row`).
+2. **/events** keeps the events-page-level filters (type chip, status select, project select, event-type/appointment-type filters) above the calendar; /views shows its filter-bar (filter-spec-driven axes) instead. Both surfaces' filter chrome is governed by the page, not the calendar — the calendar component itself is the same DOM either way.
+
+---
+
+## 6. Mobile parity
+
+`shape-calendar.ts` today does a mobile fallback at <600px (`mountCalendar` would carry this behaviour over). The fallback appends a single `<p>` notice — "Auf schmalen Bildschirmen empfehlen wir die Listenansicht" or equivalent (i18n key `views.calendar.mobile_fallback`). Cells still render and are responsive (the existing CSS uses CSS-grid + 1fr columns).
+
+After this refactor:
+
+- /events Kalender tab: gets the **same** notice + a contextual hint suggesting "Wechsle zu Karten oder Liste" (the events-page shape chips). One new i18n key, OR reuse the existing `views.calendar.mobile_fallback` and accept that it mentions "Listenansicht" generically.
+- /views Kalender shape: behaviour unchanged from today.
+
+Mobile audit boxes ticked:
+
+| | Today A | Today B | Today C | After |
+|---|---|---|---|---|
+| Cell shrinks on narrow viewport | ✓ (min-height 64px) | ✓ | partial (cells stay 80px) | ✓ (carry the C behaviour, plus the @media min-height shrink ported) |
+| Touch target size on pills | n/a (dots, not tappable) | n/a | OK (8px+ at 1x) — but verify on a real phone during coder smoke | OK |
+| Modal vs drill-down | modal (small viewports lose layout) | modal | drill-down (changes URL — natural back button) | drill-down across both surfaces |
+| Sidebar collision | sidebar collapses to bottom nav under 768px (existing behaviour) | identical | identical | identical |
+
+One coder-time TODO: verify the drill-down day-view is comfortable on mobile (it's a vertical list, should be fine, but worth one Playwright screenshot during smoke).
+
+---
+
+## 7. Tests + smoke
+
+Existing test coverage relevant to this refactor:
+
+- `frontend/src/client/views/shape-timeline-cv.test.ts` — sibling of shape-calendar, no calendar-specific tests today. Add `frontend/src/client/calendar/mount-calendar.test.ts` for the extracted module.
+- No Go tests touch handler dispatch for `/deadlines/calendar` or `/appointments/calendar` specifically (verified by grep).
+- `internal/services/render_spec_test.go` covers `CalendarConfig.validate()` — unchanged.
+
+New test plan:
+
+1. **`mount-calendar.test.ts` (new)** — table-driven:
+   - Empty `items[]` → month view renders 7-column grid + no pills + (for /views) per-day "no entries" only in day/week views.
+   - `items[]` with mixed kinds → pills get the correct `views-calendar-pill--{kind}` class.
+   - `?cal_view=week` → week column grid renders.
+   - Today bucket flagged with `--today` class on the correct cell.
+   - `+N` overflow renders when items per day > MAX_PILLS_PER_MONTH_CELL (3).
+   - `update(items)` after first mount swaps content without leaking listeners (assert no double-fire on month-nav click).
+2. **`client/events.ts`** — light test (existing pattern): after refactor, switching to Kalender chip mounts the calendar, switching away calls `destroy()`. No test exists for events.ts today (it's mostly DOM glue), so this is a new test or skip with a comment.
+3. **Smoke (manual, with `bun run build` + dev server)**:
+   - /events Kalender tab loads, shows pills, click pill navigates to detail.
+   - Day-num click → day view (URL changes if urlState is on for /events per Q3).
+   - /views/{slug} with `render_spec.shape=calendar` (need a saved view or temporary system view to exercise) still loads identical pills + drill-down.
+   - /deadlines/calendar → 301 → /events?type=deadline&view=calendar lands on Kalender tab.
+   - /appointments/calendar → 301 → /events?type=appointment&view=calendar lands on Kalender tab.
+   - DE + EN language toggle on both surfaces.
+   - Light + dark theme on both.
+4. **Build gate**: `go build ./... && go test ./internal/... && cd frontend && bun run build` must all be clean (per task brief).
+
+---
+
+## 8. Risks + mitigations
+
+| Risk | Likelihood | Mitigation |
+|---|---|---|
+| Custom Views users have saved views with `shape=calendar` and rely on the current week/day behaviour | low (shape-calendar is the canonical, only behaviour I'm changing about it is making `urlState` opt-in) | The refactor is structural — same toolbar, same drill-down, same URL params for /views. `urlState=true` stays the default for that surface. |
+| `paliadin-context.ts` keys (`deadlines.calendar`, `appointments.calendar`) become unreachable after redirects | low | The 301 fires before the client sees the URL; new URL maps to existing `events` context. If we want to preserve the labels, add `events?type=…&view=calendar` matchers in paliadin-context (one if-branch each) — recommend doing this in the same coder PR for tidiness. |
+| Subtype colouring loss is a feature regression for someone who used /appointments/calendar's legend | low | The page is unreachable from the UI; nobody reaches it without a bookmark. Q4 below confirms with m. |
+| Events-page calendar `urlState: false` means refresh loses the Kalender chip selection | medium (today: same — calendar is in-memory either way) | Either accept (status quo) or extend events.ts URL state to include `view` (~3 lines). Q3 below. |
+| /events fetch is unfiltered by date (loads everything); on a busy team Kalender may load slow | medium (existing behaviour) | Not addressed by this refactor. Filed as follow-up in §10. Filter spec / /api/views path solves it but is out of scope here. |
+| The 301 redirect to `/events?type=…&view=calendar` requires events.ts to honour `view=calendar` from the URL | hard requirement | Must include this in the coder PR. ~3 lines in `readURLState()`. |
+
+---
+
+## 9. What stays "out of scope" (consistent with the issue body)
+
+- New calendar UX: drag-to-create, week-resize, hover-preview, multi-day event spans.
+- Performance: switching `/events` to a date-window-bounded fetch (today it loads everything and filters client-side).
+- A unified events↔views landing (e.g. /events as a Saved View). Discussed in `design-events-unification-2026-05-04.md` and `design-data-display-model-2026-05-06.md`; deliberately not folded in here.
+- /agenda surface. It's a timeline-grouped feed, not a calendar grid — separate conversation if m wants to converge it.
+- Subtype dot colouring (deferred per §3 trade-off row).
+
+---
+
+## 10. Follow-ups (file as separate issues after this lands)
+
+1. **Date-windowed loading for /events Kalender.** Pass `?from=…&to=…` to `/api/events` matched to the visible month so a 5-year-old project history doesn't ship to the client on every Kalender open. Backend already accepts `from`/`to` per `internal/handlers/events.go`. Small.
+2. **Per-shape config: subtype colouring.** Add `CalendarConfig.subtype_colors` (bool, default false). Surface a `--subtype-{value}` modifier on the pill so the appointment-type colour key can come back per-view, if a user asks.
+3. **Multi-day event spans.** Most events are single-day; deadlines are point-in-time. But appointments have `end_at`. Today neither A nor C surfaces span-rendering. Defer until requested.
+4. **/agenda convergence.** /agenda is a different visual (day-grouped feed), but the data shape is the same `EventListItem`. If m wants /agenda to disappear (it's a sibling overview entry today per `design-events-unification-2026-05-04.md`), consider folding it into /events as a fourth shape ("feed" / "agenda"). Out of this design's scope.
+
+---
+
+## 11. Open questions for head (NO AskUserQuestion — answered via mai instruct)
+
+> The role brief disables `AskUserQuestion` for this task. Each question below has a defaulted answer marked **(R)**; head/m can confirm or override via `mai instruct head`. After head replies, decisions land in §12.
+
+**Q1 — Canonical renderer.** Adopt `shape-calendar.ts` as the canon, fold A into it (§3 sketch), and retire the two standalone routes B as 301-redirects to `/events?type=…&view=calendar`?
+- **(R) Yes** — covers m's intent ("pick the canonical one — likely the Custom Views renderer"). Net code goes down, no schema changes.
+- Alternative: keep the standalone routes as standalone pages but make them call `mountCalendar` internally — adds nothing for users (page is unreachable), wastes a build target each.
+- *(answer: yes / keep-standalone / something-else)*
+
+**Q2 — Events-page Kalender tab: drill-down vs modal-popup.** Today /events Kalender opens a modal listing the day's items. After the refactor, clicking a day-num drills into the day view (changes view chip, same URL component, but the page swaps to a day-list). Drop the modal entirely?
+- **(R) Drop the modal** — matches /views behaviour, gives a real day-view (not just a list of links), and removes one popup-management code path.
+- Alternative: keep the modal on /events only (parity break — defeats the point of the issue).
+- *(answer: drop / keep)*
+
+**Q3 — URL state for the /events calendar.** Should the /events Kalender persist its view (month/week/day) and date in the URL via `?cal_view=…&cal_date=…` (matching /views)?
+- **(R) Yes, persist** — refresh-stable, shareable, ~3 lines in `readURLState()`. /views does it. Cost is owning the param contract on /events.
+- Alternative: in-memory only — today's behaviour. Keeps /events URL surface minimal.
+- *(answer: persist / in-memory)*
+
+**Q4 — Subtype dot colouring on appointments.** The orphaned /appointments/calendar today colours dots by appointment_type (Verhandlung / Besprechung / Beratung / Fristverhandlung) with a legend strip. After the refactor pills are kind-coded only (deadline vs appointment vs …). Drop subtype colouring?
+- **(R) Drop now, file as follow-up** (§10.2) — page is UI-unreachable today; nobody will notice; can come back as a `CalendarConfig.subtype_colors` flag if/when requested.
+- Alternative: preserve subtype colouring on /events Kalender tab as well, with a fresh legend matching the new pill colours.
+- *(answer: drop / preserve)*
+
+**Q5 — Mobile fallback text.** /views Kalender shows a notice "Auf schmalen Bildschirmen empfehlen wir die Listenansicht" (key `views.calendar.mobile_fallback`). Reuse the same key on /events, or add an /events-specific key recommending the events-page "Karten" or "Liste" shape?
+- **(R) Reuse the existing key** — generic phrasing covers both surfaces; both have Karten/Liste alternatives.
+- Alternative: dedicated key per surface — clearer copy but more strings to maintain.
+- *(answer: reuse / dedicated)*
+
+**Q6 — Test approach for the extracted module.** Add `mount-calendar.test.ts` with the seven listed cases (§7.1), OR also add a Playwright smoke that drives the new flow end-to-end through both surfaces?
+- **(R) Unit tests + manual smoke gauntlet** — matches the codebase's existing test layout (most client/* tests are unit-level; Playwright is reserved for fewer flows). Manual smoke per §7.3 is the brief's bar.
+- Alternative: unit + Playwright.
+- *(answer: unit-only / unit-plus-playwright)*
+
+**Q7 — Sequencing across PRs.** One PR (extract + adopt + retire + CSS prune) or three (extract, then adopt+retire, then CSS prune)?
+- **(R) One PR** — refactors that don't bisect well are worse split (each intermediate state has unused exports / dead code paths / orphaned CSS classes for a few hours). The diff is reviewable in one read because it's mostly moves + deletes.
+- Alternative: three PRs — easier rollback at each step, but you'd have to land #2 before m sees any UI alignment, which loses the point.
+- *(answer: one-pr / three-pr)*
+
+**Q8 — When (if at all) to delete /events `events.calendar.empty` i18n key.** Replaced by `cal.day.no_entries` in the new flow. Drop now or leave as a dead key in `i18n-keys.ts` for one release?
+- **(R) Drop now** — i18n-keys.ts is the source of truth; dead keys aren't enforced at compile time but they're a slow-rotting maintenance tax. /events' new calendar surface doesn't render an "empty month" message any more (per-day "no entries" is the only empty state, matching /views).
+- Alternative: leave for one release as a soft-deprecate.
+- *(answer: drop / leave)*
+
+---
+
+## 12. m's decisions (2026-05-20, via head msg #2087)
+
+Head accepted all 8 (R) defaults in one round-trip ("Design accepted in
+full — all 8 (R) defaults stand"). Recorded verbatim below; each entry
+is the (R) pick from §11.
+
+- **Q1 — Canonical renderer:** Yes. Canonicalise on `shape-calendar.ts`; fold A into it via extracted `mountCalendar()`; retire B as 301 redirects to `/events?type=…&view=calendar`.
+- **Q2 — Drill-down vs modal:** Drop the modal on /events. Day-num/+N click drills into the day view, matching /views.
+- **Q3 — URL state on /events:** Persist. /events Kalender reads/writes `?cal_view=…&cal_date=…` like /views does. Adds `view=calendar` to `client/events.ts:readURLState()` so refreshes/redirects land on the Kalender tab.
+- **Q4 — Subtype dot colouring:** Drop now. Filed as follow-up §10.2. Pills are kind-coded only after the refactor (deadline / appointment / project_event / approval_request).
+- **Q5 — Mobile fallback text:** Reuse the existing `views.calendar.mobile_fallback` key on /events as well — generic phrasing covers both surfaces.
+- **Q6 — Test approach:** Unit tests (`mount-calendar.test.ts`) + manual smoke gauntlet (§7.3). No Playwright on this refactor.
+- **Q7 — Sequencing:** One PR. Extract + adopt + retire + CSS prune land together on `mai/bohr/calendar-view-align`.
+- **Q8 — Empty-state i18n key:** Drop dead keys now (`events.calendar.empty`, `appointments.kalender.*`, `deadlines.kalender.*`, appointment-type legend keys not used elsewhere).
+
+---
+
+## 13. Coder hand-off (after m's go on §11)
+
+Once §12 is filled in, the coder shift can proceed in this order:
+
+1. Create `frontend/src/client/calendar/mount-calendar.ts` + `frontend/src/client/calendar/mount-calendar.test.ts`. Lift the shape-calendar internals; add `update`/`destroy` to the returned handle; pipe `urlState` + `urlPrefix` through.
+2. Update `frontend/src/client/views/shape-calendar.ts` to delegate to `mountCalendar` (≈30 lines after the lift).
+3. Update `frontend/src/client/events.ts`: import `mountCalendar`, replace `renderCalendar`/`openCalPopup` and nav handlers with a `mountCalendar(host, items, { urlState: <per Q3>, defaultView: "month" })` call inside the existing `applyView()` branch. Add the `view=calendar` URL state handling per Q3.
+4. Update `frontend/src/events.tsx`: strip the `events-calendar-wrap` inline DOM (toolbar + grid + modal). The empty container `<div id="events-shape-calendar" />` plus a wrapper class is enough — `mountCalendar` builds the DOM.
+5. Delete `frontend/src/appointments-calendar.tsx`, `frontend/src/deadlines-calendar.tsx`, `frontend/src/client/appointments-calendar.ts`, `frontend/src/client/deadlines-calendar.ts`.
+6. Update `frontend/build.ts`: remove the `*-calendar.ts` entry-point lines (≈250s) and the `*-calendar.html` writes (≈387s).
+7. Update `internal/handlers/deadlines_pages.go` + `internal/handlers/appointments_pages.go`: turn the two calendar handlers into 301 redirects to `/events?type=…&view=calendar`.
+8. Update `frontend/src/styles/global.css`: delete `.frist-cal-*`, `.termin-cal-*`, `.events-cal-dot-appointment`, the 700px-media tweak (lines ~7464-7620, ~8019-8023, ~8680-8700, ~11519-11533). Sanity-check no other consumer (already verified via grep — none).
+9. Update i18n: drop `appointments.kalender.*`, `deadlines.kalender.*`, `appointments.type.*` (legend keys only — keep type values used elsewhere), `events.calendar.empty` per Q8. Make sure `cal.view.*`, `cal.day.no_entries`, `cal.day.back_to_month`, `cal.day.open_day`, `views.calendar.mobile_fallback` (or a new events-specific key per Q5) all exist DE + EN — most already do.
+10. `paliadin-context.ts`: optional one-line addition to map `events?view=calendar` to the new context label.
+11. Run `go build ./... && go test ./internal/... && cd frontend && bun run build`.
+12. Manual smoke per §7.3.
+13. Commit. `mai report completed` with SHA per task brief.
+
+Estimated coder shift: one PR per Q7 (R).
+
+---

docs/design-paliad-data-export-2026-05-19.md

@@ -0,0 +1,603 @@
+# Paliad data export — Excel-first, scoped (org / project-subtree / personal)
+
+Design: archimedes (inventor), 2026-05-19.
+Task: **t-paliad-214**.
+Branch: `mai/archimedes/inventor-excel-data`.
+Status: READY FOR REVIEW — no code yet, awaiting m go/no-go on §11 open questions.
+
+---
+
+## 0. Premise check (live state, 2026-05-19)
+
+Verified directly against the youpc Postgres `paliad` schema rather than against memory or older design docs.
+
+**Migration tracker.** Latest applied is `100_ccr_visible_rule`; next is **101**.
+
+**Row counts (org-wide today):**
+
+| table                  | rows |
+|------------------------|-----:|
+| users                  | 47   |
+| projects               | 11   |
+| deadlines              | 26   |
+| appointments           | 5    |
+| parties                | 0    |
+| notes                  | 4    |
+| documents              | 0    |
+| project_events (audit) | 93   |
+| project_teams          | 3    |
+| approval_requests      | 8    |
+| approval_policies      | 160  |
+| checklist_instances    | 4    |
+| deadline_rules         | 254  |
+| user_views             | 2    |
+| partner_units          | 11   |
+
+A full org export today is **< 600 rows of user content** plus reference data — synchronous streamed download is plausible for every scope. We design for an order-of-magnitude head-room.
+
+**Auth.** Passwords live in Supabase Auth (separate `auth` schema, not `paliad`). The `paliad.users` table has **no `password_hash` column** — so the "don't export credentials" rule from the brief is enforced by absence, not by a column-deny list. Good.
+
+**Visibility.** Row-level via `paliad.can_see_project(project_id)` (subtree-aware through ltree path). Already used as the predicate that gates every list endpoint. We reuse it for the **personal** and **project** scopes; the **org** scope bypasses it under `global_admin`.
+
+**Documents.** Table exists, 0 rows. Phase H (AI Frist-Extraktion) is deferred per m's 2026-04-16 call. No `ANTHROPIC_API_KEY` on Dokploy. Therefore **this design does not concern itself with binary attachments** — only with the metadata row when documents start landing.
+
+**Audit trail.** Lives in `paliad.project_events` (93 rows). One row per lifecycle event with `event_type`, `metadata jsonb`, `event_date`, `created_by`. The auditing union (`AuditService.ListEntries`) joins 5 sources (project_events, partner_unit_events, deadline_rule_audit, policy_audit_log, reminder_log). For the export we treat `project_events` as primary; the four auxiliary logs are scope-specific.
+
+**Existing export precedent.** `/admin/rules/export` + `/admin/api/rules/export-migrations` (handlers/admin_rules.go) — admin-gated, streams a generated SQL artifact. Same shape as what we want for the Excel exports. Re-use the gating helper.
+
+**No Go xlsx library on `go.mod` today.** This design picks **`github.com/xuri/excelize/v2`** in §3.
+
+---
+
+## 1. Why this exists
+
+Two motivations, both load-bearing:
+
+1. **Safety / backup.** A workbook on disk is a portable artifact independent of the running app. If paliad.de is down, a partner needs the matter file. If the Dokploy compose corrupts, IT needs a recent dump. If a deadline gets accidentally deleted, we want a recoverable snapshot.
+
+2. **No lock-in.** A team or an entire org choosing to leave paliad must be able to walk away with their entire dataset in a format anyone can open. We promise this in writing as a trust signal — exactly because the alternative (silently locking customers in) is what we built paliad to *not* be.
+
+The export is therefore not a "nice analytics feature" — it is **a contractual guarantee that the data is yours**. That framing shapes the design: completeness > convenience, portability > polish, every export auditable.
+
+---
+
+## 2. Scope definitions (precise)
+
+Three scopes. The boundary is **what the caller is allowed to see**, joined with **what makes the artifact interpretable standalone**.
+
+### 2.1 `org` scope
+
+**Caller:** `global_role='global_admin'` only. There is no firm-admin role distinct from global_admin in paliad today (see §4).
+
+**Content:** literally everything in the `paliad` schema that is user content or reference data the workbook needs to be readable. Specifically:
+
+| sheet                  | source table(s)                                                   | notes |
+|------------------------|-------------------------------------------------------------------|-------|
+| `projects`             | `paliad.projects` (all rows)                                      | Full project tree including soft-deleted (status='deleted' / 'closed' if any). |
+| `project_teams`        | `paliad.project_teams`                                            | profession + responsibility (post-t-148). |
+| `project_partner_units`| `paliad.project_partner_units`                                    | Derivation grants. |
+| `deadlines`            | `paliad.deadlines`                                                | Including completed, cancelled. |
+| `appointments`         | `paliad.appointments`                                             | Including completed. |
+| `parties`              | `paliad.parties`                                                  | All client / opposing-party data. |
+| `notes`                | `paliad.notes`                                                    | All four polymorphic targets resolved into the `target_kind`/`target_id` columns. |
+| `documents`            | `paliad.documents` metadata (file_path, file_size, mime_type, ai_extracted) | Binaries excluded (open Q1). |
+| `audit_events`         | `paliad.project_events`                                           | Full audit trail per project. |
+| `approval_requests`    | `paliad.approval_requests`                                        | Including completed / rejected, with `requester_kind` + `agent_turn_id`. |
+| `approval_policies`    | `paliad.approval_policies`                                        | Both project-scoped and partner-unit-defaults. |
+| `policy_audit_log`     | `paliad.policy_audit_log`                                         | Source #5 of the audit union. |
+| `partner_units`        | `paliad.partner_units`                                            | Org chart. |
+| `partner_unit_members` | `paliad.partner_unit_members`                                     | Including unit_role. |
+| `partner_unit_events`  | `paliad.partner_unit_events`                                      | Org-chart audit. |
+| `checklist_instances`  | `paliad.checklist_instances`                                      | Per-project completion state. |
+| `invitations`          | `paliad.invitations` (status, role, expires_at)                   | Without raw tokens (open Q7). |
+| `users`                | `paliad.users` (id, email, display_name, office, profession, …)   | Excludes `email_preferences` jsonb only if it carries channel secrets — none do today, but checked at export time. |
+| `user_views`           | `paliad.user_views`                                               | Saved filters / custom layouts. |
+| `user_card_layouts`    | `paliad.user_card_layouts`                                        | Project-card layouts. |
+| `user_pinned_projects` | `paliad.user_pinned_projects`                                     | Per-user pins. |
+| `user_caldav_config`   | `paliad.user_caldav_config` **without** the ciphertext column     | URL + calendar IDs + last_sync; passwords NEVER exported. |
+| `reminder_log`         | `paliad.reminder_log`                                             | Outbound digest history. |
+| `caldav_sync_log`      | `paliad.caldav_sync_log`                                          | Per-user sync runs. |
+| `paliadin_turns`       | `paliad.paliadin_turns`                                           | **Excluded by default** in org export (privacy — see §6) — admins opt in per Q5. |
+| `email_broadcasts`     | `paliad.email_broadcasts`                                         | Outbound broadcast history. |
+| `email_templates` + `_versions` | both                                                     | Custom firm templates. |
+| **reference (read-only):** | `proceeding_types`, `event_types`, `event_categories`, `deadline_rules`, `deadline_concepts`, `deadline_concept_event_types`, `deadline_event_types`, `event_category_concepts`, `trigger_events`, `holidays`, `courts`, `countries` | One sheet per table, prefixed `ref__`. Embedded so the workbook is interpretable without paliad context. |
+| **deferred audit (admin opt-in):** | `deadline_rule_audit`, `policy_audit_log`, `partner_unit_events`, `caldav_sync_log`, `paliadin_turns` | Behaviour per Q5/Q6. |
+
+**Excluded unconditionally:**
+- `auth.*` (Supabase Auth schema — not ours; the user can request their auth record from Supabase directly).
+- `paliad_schema_migrations` (operational, no business meaning).
+- `*_pre_NNN` shadow / pre-migration backup tables (rows are duplicates; the live table is canonical).
+- Any future `*_secret` / `*_token` columns (see §6 deny-list mechanism).
+
+**Edge cases:**
+- **Soft-deleted rows:** paliad currently has no soft-delete columns (`deleted_at` etc.). When that lands, the org export includes them by default with a `deleted_at` column populated. Until then, this is a no-op.
+- **Archived projects:** `projects.status` can be `'closed'` or future `'archived'` — export includes them (the whole point of backup is recoverability of closed matters).
+- **Counterclaims:** `projects.counterclaim_of` is a self-FK. Export carries the column as-is; the relationship is reconstructable via the `id` column.
+
+### 2.2 `project` scope
+
+**Caller:** any team member of the project who passes the §4 profession-tier gate.
+
+**Content:** one project + **all descendants** along the ltree path. The descendant walk is `WHERE path <@ root.path` (subtree-inclusive of root). Every entity gets filtered through `WHERE project_id IN (subtree_ids)`.
+
+Per-sheet inclusion:
+
+- `projects` (root + descendants, one row each)
+- `project_teams` (membership for those projects)
+- `project_partner_units` (derivation attachments)
+- `deadlines`, `appointments`, `parties`, `notes`, `documents` (metadata), `audit_events`, `approval_requests`, `checklist_instances` — all scoped to subtree
+- **users sheet — restricted columns:** only `id, email, display_name, office, profession` for users referenced by any FK in the export (created_by, assigned, etc.). Don't dump all 47 users when you only need 4. (Avoids accidental org-chart leak in a project-scope export shared externally.)
+- **reference data:** `ref__proceeding_types`, `ref__event_types`, `ref__deadline_rules`, `ref__deadline_concepts`, `ref__courts`, `ref__countries`, `ref__holidays`. Same as org but a smaller universe is acceptable too — the v1 ships the full reference tables for simplicity (every row count is ≤ 300; size is moot).
+- **Cross-project references** (e.g., a party referenced by a project outside the subtree): out of scope by the predicate. The export carries the foreign UUID so a re-import or merge could re-link, but the foreign row itself is not in the workbook. Edge case is rare — `counterclaim_of` is the only known cross-project pointer today.
+
+**Edge cases:**
+- **Partner-unit data:** `partner_units` is org-wide; project export carries only the unit ids attached via `project_partner_units`. The unit name + membership are loaded into the workbook on `partner_units` and `partner_unit_members` sheets (filtered to the attached units only).
+- **Policies:** `approval_policies` rows include both project-scoped (the project + ancestors) **and** partner-unit-defaults attached to this project. Same MAX-of-sources logic as runtime.
+- **Audit:** `project_events` for the subtree + (admin opt-in only) `deadline_rule_audit` rows whose rule was used by any deadline in the subtree. Default off — these are firm-wide curation logs and don't belong in a per-project handoff.
+
+### 2.3 `personal` scope
+
+**Semantics:** "everything I can see right now in paliad, framed as my data."
+
+That definition resolves the ambiguity in the brief: personal scope is **not** "rows where I am `created_by`" — that misses everything I see by being on a team. It is **the RLS-visible projection of the schema for caller=me**, plus a handful of explicitly-personal sidecars (caldav config, my pins, my views).
+
+Per-sheet inclusion:
+
+| sheet | rows |
+|---|---|
+| `projects` | `WHERE paliad.can_see_project(id)` for the caller. |
+| `project_teams` | Rows where `user_id = me` OR the row's project is in my visible set. |
+| `deadlines` | Same project-visibility filter. |
+| `appointments` | Same. |
+| `parties`, `notes`, `documents` metadata, `audit_events`, `checklist_instances` | Same. |
+| `approval_requests` | Rows where `requested_by = me` OR `decided_by = me` OR project ∈ visible set. |
+| `me` (single-row sheet) | Caller's `users` row (id, email, display_name, office, profession, reminder_*, lang, escalation_contact_id). |
+| `my_caldav_config` | The caller's `user_caldav_config` row **without** the encrypted password column — sync URL, calendar IDs, last_sync_at. |
+| `my_views` | Caller's `user_views` rows. |
+| `my_pinned_projects` | Caller's `user_pinned_projects` rows. |
+| `my_card_layouts` | Caller's `user_card_layouts` rows. |
+| `my_paliadin_turns` | Caller's `paliadin_turns` rows (currently restricted to `PaliadinOwnerEmail` = m, so this sheet is empty for everyone else). Sensitive: AI prompts + responses. **Default on for personal scope** — it's literally the caller's data. |
+| `users_referenced` | Restricted: id + display_name + email for users referenced as FKs in the export. |
+| reference tables | Same set as project scope. |
+
+**Edge cases:**
+- **Caller leaves a team:** the export reflects the moment-in-time visibility. A `generated_at` timestamp in the workbook header (`__meta` sheet) anchors this.
+- **Caller is a global_admin:** their personal export is the entire org (because their visible set = all projects). This is by design — but we surface a banner ("Sie sehen alles, weil Sie global_admin sind. Ein org-scope-Export wäre identisch.") so they don't get confused thinking the personal-scope endpoint is broken.
+- **Caller has no team memberships:** export contains the empty workbook + the `me` row + their caldav config + views/pins. Still useful — they can save their preferences.
+
+### 2.4 Common columns across all scopes
+
+Every export workbook contains a `__meta` sheet:
+
+```
+schema_version:     1
+firm_name:          HLC                       # from internal/branding.Name
+scope:              org | project | personal
+scope_root_id:      uuid or NULL              # the project id for project-scope, NULL otherwise
+generated_at:       2026-05-19T14:23:00Z
+generated_by_user:  <uuid> <email>            # the caller
+generated_by_label: archimedes / m / ...      # display_name
+row_counts:         JSON {"projects": 11, ...}
+paliad_version:     <git sha at server build>
+notes:              free-form, e.g., "documents binaries excluded by design"
+```
+
+This pins provenance + reproducibility + diffability.
+
+---
+
+## 3. Format choices
+
+### 3.1 xlsx as the primary format
+
+**Library: `github.com/xuri/excelize/v2`.** De-facto Go xlsx library, pure-Go (no cgo, no external libreoffice), MIT, streaming writer for large workbooks, broad format-feature support (number formats, freeze panes, hyperlinks, sheet hide). The streaming writer (`NewStreamWriter`) is what we use — it writes rows one at a time without holding the whole sheet in memory. At 11-projects scale this is unnecessary; at 11k-projects scale it's essential, so we set the pattern now.
+
+**Why not the alternatives:**
+- `tealeg/xlsx` — older, unmaintained, no streaming.
+- `qax-os/excelize` — same project as xuri/excelize (the github org renamed); xuri is the upstream.
+- `360EntSecGroup-Skylar/excelize` — defunct fork.
+
+**Workbook structure:** one **sheet per entity type**, *never* a mixed-type sheet with conditional columns. Reasons:
+- Excel users sort + filter by column; a column that means "deadline due_date" on row 4 and "appointment start_at" on row 12 is unusable.
+- The "self-describing" promise (no-lock-in) is satisfied by a workbook where every sheet is a flat table with stable column headers, not by a polymorphic blob.
+- Cross-sheet relationships are represented by **UUIDs in foreign-key columns** + a `__lookup` sheet pairing UUID → display label (project title, user email) for the workbook's lifetime. This makes the workbook self-joining in Power Query / pivot tables.
+
+**Sheet conventions:**
+- Sheet names use `snake_case` matching SQL table names (`deadlines`, not `Fristen`). Reference tables prefixed `ref__`. Personal sidecars prefixed `my_`. Meta sheet `__meta`. The `__lookup` sheet sits last.
+- Row 1 = column headers; frozen.
+- Column 1 of every entity sheet is `id` (uuid).
+- Dates: ISO 8601 UTC for timestamptz; `YYYY-MM-DD` for `date`. Always as Excel strings (not Excel date types) — Excel-date interpretation differs by locale (DE: `Tag.Monat.Jahr`, EN: `Month/Day/Year`) and silently corrupts on round-trip. A pinned ISO string is unambiguous and re-importable. Open Q4 covers whether to *also* mirror to native Excel dates for human convenience.
+- Booleans: literal `TRUE` / `FALSE` strings, same reason.
+- `jsonb` columns: serialised as compact JSON one-liners in the cell. Cell type = string. Power Query can `Json.Document` them.
+- Arrays (e.g., `additional_offices text[]`): semicolon-joined string. Excel's CSV-array convention is the comma but our office codes use commas; semicolon avoids the collision.
+- `text[uuid[]]` paths (the projects.path ltree): exported as the canonical dotted-uuid string.
+
+**Encoding:** UTF-8 always. Excelize handles the xlsx packaging which is unicode-native. Umlaute round-trip correctly (verified pattern with tesla's CSV export in t-paliad-177).
+
+### 3.2 CSV + JSON siblings
+
+Per the no-lock-in promise, **xlsx is not enough on its own** — Excel is a proprietary format owned by Microsoft, and a workbook is opaque without a tool that understands it. For genuine portability we also produce:
+
+- **CSV:** one file per entity sheet (no reference sheets — those go as JSON), UTF-8 with BOM (`\xEF\xBB\xBF`) for Excel-DE compat, RFC 4180 quoting, headers row 1. Identical column shape to the xlsx sheet.
+- **JSON:** a single `paliad-export.json` per scope, top-level `{"meta": {...}, "tables": {"projects": [...], "deadlines": [...], ...}}`. Easiest for programmatic re-ingest. Reference tables included.
+
+**Delivery shape:** all three formats live inside one `.zip` per export:
+```
+paliad-export-<scope>-<timestamp>.zip
+├── README.txt              # human-readable: what this is, how to read it
+├── paliad-export.xlsx      # canonical workbook
+├── paliad-export.json      # JSON twin (machine-readable)
+├── csv/
+│   ├── projects.csv
+│   ├── deadlines.csv
+│   ├── ...
+│   └── ref/
+│       ├── proceeding_types.csv
+│       └── ...
+└── __meta.json             # standalone meta (same content as __meta sheet)
+```
+
+The `.zip` is the artifact users download. Default content is "all three" — there's no UI knob to pick (open Q1: should there be? Inventor pick = no, zip-only).
+
+**Filename convention:**
+```
+paliad-export-{scope}-{timestamp}.zip
+  scope     = org | project-<root-short> | personal
+  timestamp = YYYY-MM-DDTHHMMZ           # UTC, no colons (Windows-safe)
+```
+Examples: `paliad-export-org-2026-05-19T1423Z.zip`, `paliad-export-project-Siemens-AG-2026-05-19T1423Z.zip`, `paliad-export-personal-2026-05-19T1423Z.zip`. The project-short is `slugify(root.title)` capped 40 chars.
+
+**Determinism (Q6 question).** Two exports of the same scope at the same row state must produce **byte-identical** workbooks. xlsx is internally a zip of XML — file order in the zip is significant; excelize's default zip writer is non-deterministic. We can make this deterministic by sorting the file list before writing. JSON: keys sorted alphabetically. CSV: rows ordered by `id ASC` (stable). The only inherently non-deterministic field is `generated_at`; we externalise it to the filename and the `__meta` sheet, but the rest of the workbook is byte-stable. **Inventor pick: yes, deterministic.** Lets users diff exports and prove "nothing changed between Tuesday and Thursday."
+
+### 3.3 Future-proofing — schema_version
+
+`__meta.schema_version = 1`. When we add columns (e.g., projects.archived_at lands), we bump to 2 and note the additions in a `docs/export-schema-changelog.md`. Importers (us in the future, or a re-importer at a different firm) read schema_version first.
+
+---
+
+## 4. Authorization model
+
+**Tightly mirrored to existing paliad role surfaces.** No new roles introduced.
+
+| Scope | Required auth |
+|---|---|
+| `org` | `paliad.users.global_role = 'global_admin'`. Same gate as `/admin/*` pages (`auth.RequireAdminFunc` in `handlers.go:417`). |
+| `project` | Caller must (a) pass `can_see_project(root_id)`, AND (b) have effective project profession ≥ **associate** on the root. The associate floor mirrors the conservative seed in `approval_policies` (t-154); paralegals + PA can see data but not extract it. m-tunable per Q2. |
+| `personal` | Any authenticated user. No additional gate. |
+
+**Profession ladder check** for project scope uses the existing `DerivationService.EffectiveProjectRole` (t-139 phase 2) — direct membership > ancestor > derived via partner-unit. Same surface that gates approvals; same surface gates extracts.
+
+**Audit row written on every export run.** A new event_type into `paliad.project_events` for project-scope (so it appears on the project's Verlauf), `partner_unit_events` for org-scope (so it appears on the partner-unit audit log of the firm-admin's home unit), and `policy_audit_log` is too narrow — we likely want a **new** audit table for org-wide actions, OR we widen `project_events` to allow `project_id = NULL` org-wide rows. **Inventor pick: new table `paliad.system_audit_log`** — clean separation, integrates into the existing 5-source AuditService union as source #6. Migration 101 adds it.
+
+`system_audit_log` columns:
+```sql
+id          uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+event_type  text NOT NULL,             -- 'data_export'
+actor_id    uuid REFERENCES paliad.users(id),
+actor_email text NOT NULL,             -- captured at write time, survives user deletion
+scope       text NOT NULL,             -- 'org' | 'project' | 'personal'
+scope_root  uuid,                      -- project_id for project scope, NULL otherwise
+metadata    jsonb NOT NULL DEFAULT '{}'::jsonb,  -- {"formats":["xlsx","json","csv"], "row_counts":{...}, "file_size_bytes":12345, "filename":"..."}
+created_at  timestamptz NOT NULL DEFAULT now()
+```
+
+The audit row is written **before** the export runs (so failed exports are still recorded) and **updated** with `file_size_bytes` + final `row_counts` on success. Failure case: separate `event_type='data_export_failed'` row with the error string in metadata. **The audit chain is the trust signal** — m sees who exfiltrated what, when, and how much.
+
+**Headers on the response:**
+- `Content-Disposition: attachment; filename="paliad-export-<scope>-<ts>.zip"`
+- `X-Paliad-Export-Audit-Id: <system_audit_log.id>` — so an automated client can reference the audit row.
+
+---
+
+## 5. Trigger model
+
+Three trigger surfaces:
+
+### 5.1 On-demand button
+
+- **Personal:** `/settings` → "Daten exportieren" card → button. POST `/api/me/export` → 200 with `Content-Type: application/zip`. Synchronous.
+- **Project:** `/projects/{id}` → settings/cog menu → "Daten dieses Projekts exportieren". POST `/api/projects/{id}/export` → 200 zip. Synchronous. Includes a "Inkl. Unterprojekte" toggle hint (it's always subtree-inclusive — the toggle is purely informational, no off switch).
+- **Org:** `/admin/data-export` (new page, card on `/admin`) → "Org-Export erstellen" button. POST `/api/admin/export/org` → **async** by default (see §6.1). Returns 202 + `job_id`. UI polls `/api/admin/export/org/jobs/{id}` for status.
+
+**Why org is async even at today's scale:** the principle isn't "is it slow now" — it's "the trigger model should not change as the firm grows." If the partner with the firm-wide button gets a different UX from the associate with the project button, we'd retrofit later. Sync at 600 rows works fine; the wrapping is `goroutine + channel + Server-Sent Events for live progress`, no new infra needed. See §6.1.
+
+### 5.2 Scheduled exports
+
+**Inventor pick — defer to slice 4.** Out of v1 scope. The reasoning: scheduling sits on storage + delivery + retention, all of which are *also* deferred to slice 3+. Building the scheduler before we know how + where the artifact lives is premature.
+
+When it lands (slice 4), the model is:
+- A new `paliad.scheduled_exports` table: `(id, scope, scope_root_id, owner_user_id, cadence, last_run_at, next_run_at, delivery)` where `delivery` is `{kind: 'email-link' | 'caldav-style-webdav', config: jsonb}`.
+- A daily cron (mai cron or a `time.Ticker` goroutine) checks `next_run_at < now()`, runs the export, posts the link via the configured delivery channel.
+- Cadence: weekly + monthly + on-status-change (e.g., "export when project closes" — a webhook from `projects.status` triggers).
+
+For now (slice 1-2), users can right-click the on-demand button and bookmark the URL — that's the **only** scheduled-export-y thing we offer, and it's intentional: get the manual flow rock-solid before adding cadence.
+
+### 5.3 API endpoint
+
+Same endpoints as §5.1, callable directly with the standard cookie / bearer auth. We don't add a separate "API key" surface in v1 — paliad doesn't have personal access tokens today. If a user wants to script their personal export weekly, they can use cookie auth from `m/paliad` automation; that's enough until power-user volume justifies a real PAT surface.
+
+For machine ergonomics: the `/api/...export` endpoints accept `?format=zip` (default), `?format=xlsx`, `?format=json`, `?format=csv-zip` query params. Only `zip` is documented; the others are internal but reachable for automation.
+
+---
+
+## 6. Storage + delivery
+
+### 6.1 Synchronous vs async — per-scope picks
+
+**Personal, project:** **Synchronous, streamed.** The handler holds the HTTP connection open, writes the zip directly to `http.ResponseWriter`. For 1MB-class exports (today's reality at every scale up to thousands of rows per entity) this is the right call — no persistence, nothing to garbage-collect, nothing leaking onto disk. Excelize's `NewStreamWriter` flushes rows as they're written so RAM stays bounded.
+
+**Org:** **Asynchronous, in-process queue, on-disk artifact.**
+- Submit (`POST /api/admin/export/org`) writes a `system_audit_log` row with status `pending` and dispatches a goroutine.
+- The goroutine writes the zip to `/var/lib/paliad/exports/{audit_id}.zip` (configurable via `PALIAD_EXPORT_DIR`; on Dokploy this is a mounted volume).
+- The goroutine updates the audit row's metadata with progress, then status `done` with `file_size_bytes` on success.
+- The user polls `GET /api/admin/export/org/jobs/{audit_id}` (SSE or simple JSON) — when ready, a download link `GET /api/admin/export/org/jobs/{audit_id}/download` serves the file.
+- Download deletes the file by default (one-shot link), or keeps it per Q3.
+
+**Why not S3-style bucket?** Paliad already has a `documents` table that *will* need a binary store, eventually. Coupling export storage to that future store is right — but the future store doesn't exist yet, and we don't want to provision MinIO on mlake purely for exports. **Inventor pick: local disk in `PALIAD_EXPORT_DIR`** until/unless we provision a real object store; at that point the export storage moves there transparently.
+
+### 6.2 Retention (Q3)
+
+**Inventor pick: 7 days, then auto-delete.** Justifications:
+1. Exports contain sensitive client data — minimising the retention window minimises blast radius if the Dokploy host is compromised.
+2. 7 days covers a holiday-week round-trip ("I exported Friday, want to look at it Monday next week, missed the day-1 link").
+3. The audit row in `system_audit_log` persists forever — you can always tell that an export happened, even after the artifact is deleted.
+
+A cleanup goroutine runs daily, lists `system_audit_log` rows older than 7 days with non-NULL `file_path`, deletes the file, sets `metadata.deleted_at`. Audit row stays.
+
+The `PALIAD_EXPORT_RETENTION_DAYS` env var is the knob (default `7`). m-tunable per firm.
+
+### 6.3 PII / GDPR
+
+This is where the design gets serious.
+
+**At-rest encryption.** Files in `PALIAD_EXPORT_DIR` are plaintext on the Dokploy volume. The volume itself is encrypted at the host layer (Hostinger VPS disk encryption). We **do not** layer additional file-level encryption on the artifact — that would require a per-user key, key escrow, key rotation, all of which is over-engineered for a 7-day-retention exfil where the link is single-use behind cookie auth. The disk encryption + 7-day TTL + audit log is the trust boundary.
+
+**In-transit encryption.** TLS via Dokploy + Traefik — paliad.de is Let's Encrypt-served. No raw HTTP path.
+
+**Download authentication.** The download link `/api/admin/export/org/jobs/{audit_id}/download` requires the same cookie auth as the submit. No public signed URLs in v1 (deferred per Q8). When we add scheduled exports + email delivery (slice 4), we'll need expiring signed URLs — that design is captured then, not now.
+
+**Data-subject requests.** A user invoking `/api/me/export` is, in effect, performing a self-serve GDPR Art. 15 data-portability request. Audit row records the request. If the firm receives a *third-party* DSR ("export the data my client Mr. Müller asked for"), a global_admin can run a project-scope export filtered to projects involving that client; this is a manual workflow we don't automate in v1 (open Q9).
+
+**Right-to-erasure.** Out of scope. Erasure is a write path; export is read-only. They share no code.
+
+**External sharing of export files.** A user who downloads an export and emails it to an external party has done so on their own authority and outside paliad's protection. We don't watermark the file (debated and rejected: watermarking introduces non-determinism, breaks diffability, and gives false security — anyone reading the zip can strip metadata). What we *do* document in the embedded `README.txt`:
+
+> Diese Datei enthält möglicherweise vertrauliche Mandantsdaten. Sie wurde
+> erzeugt am {generated_at} durch {actor_email} aus Paliad ({firm_name}).
+> Die Weitergabe an Dritte erfolgt in eigener Verantwortung des Empfängers.
+
+A simple "you broke the seal" notice is what we offer. It's a contract, not a control.
+
+**PII column deny-list.** Hard-coded in `internal/services/export_service.go`:
+- `paliad.users.password_hash` — doesn't exist, but the deny-list is the safety net if it ever does.
+- `paliad.user_caldav_config.encrypted_password` — explicit drop.
+- Any column whose name matches `(?i)secret|token|password|api[_-]?key|private[_-]?key` — caught at column-discovery time, errors loudly into `system_audit_log.metadata.warnings`.
+- `paliadin_turns.assistant_response` — present in personal export of caller's own data; **off** in org export by default (m's call per Q5).
+
+### 6.4 GDPR-completeness note
+
+The export of one user's personal scope is **a partial Art. 15 disclosure** — it contains what's *in paliad's* control. Other systems (Supabase Auth row, mlake logs, CalDAV provider) are out of paliad's scope and not in the export. The embedded README states this explicitly so the user knows the workbook is the paliad-side answer, not a complete personal-data dump from "the firm."
+
+---
+
+## 7. Slice plan
+
+Tracer-bullet shipping. Each slice is independently shippable and reviewable. The first slice closes the no-lock-in promise for the smallest, lowest-risk scope; later slices widen.
+
+### Slice 1 — personal export, synchronous, xlsx + JSON
+
+- Adds `excelize/v2` to `go.mod`.
+- New `internal/services/export_service.go` with the column-discovery + writer plumbing for xlsx + JSON.
+- New `internal/handlers/export.go` with `POST /api/me/export`.
+- New `/settings` UI: "Daten exportieren" card + button.
+- Migration 101: `paliad.system_audit_log` + `AuditService.ListEntries` 6th union branch.
+- i18n keys (`settings.export.*`, `__meta.*`).
+- Tests: `export_service_test.go` covers xlsx structure (one row each kind), JSON shape, PII deny-list.
+
+Ships the no-lock-in promise for every user immediately. ~600-800 LoC + ~25 i18n keys.
+
+### Slice 2 — project export, synchronous, xlsx + JSON + CSV-zip
+
+- Generalises the export_service to scope-aware queries (the visibility predicate gets injected per scope).
+- New `POST /api/projects/{id}/export`, gated by §4.
+- Adds CSV writer alongside xlsx + JSON; bundles all three into `.zip`.
+- Project-detail UI gets the export menu entry.
+- README.txt template embedded.
+- Tests + e2e (Playwright) on the project page button.
+
+~800-1000 LoC. The CSV path generalises the xlsx column-discovery so the marginal cost is low. After this slice, two of three scopes are shipped and synchronous serves both.
+
+### Slice 3 — org export, async with job tracking
+
+- Adds the goroutine + on-disk artifact path + `PALIAD_EXPORT_DIR` env.
+- `POST /api/admin/export/org` + job status + download endpoints.
+- New `/admin/data-export` page (card on `/admin/`).
+- Cleanup goroutine (daily, deletes artifacts > `PALIAD_EXPORT_RETENTION_DAYS`).
+- Refactor: extract the now-common "writeExportToWriter" core from the synchronous path so async re-uses it.
+
+~600-800 LoC. After this slice, all three scopes ship + audit trail is complete.
+
+### Slice 4 — scheduled exports (deferred, not v1)
+
+Designed in §5.2; building deferred until at least 2 firms ask. The contract surface is the `scheduled_exports` table + cadence + delivery channel.
+
+### Slice 5 — API ergonomics (deferred)
+
+Personal Access Tokens (the "I want to cron my own export" surface). Until there's a customer, we don't build the PAT issuer + revocation + audit.
+
+### Slice 6 — GDPR DSR helpers (deferred)
+
+A `/admin/data-subject-request` workflow to assemble a per-natural-person export across projects. Built on Slice 1-3 primitives; not blocked by them.
+
+### Slice 7 — document binary inclusion (deferred until documents have rows)
+
+When the `documents` table starts holding real files, the export adds a `documents/` subdir in the zip with the actual files, keyed by filename = `{document_id}.{ext}`. The metadata sheet links by id. Adds ~150 LoC + an env var for the file backend.
+
+**Critical-path slices for v1: 1 + 2 + 3.** Everything after is layered, optional, m-prioritised when there's a real customer pull.
+
+---
+
+## 8. Trade-offs flagged
+
+1. **xlsx-first means we own the `excelize` dependency forever.** Mitigation: excelize is the canonical Go xlsx — replacing it would be a multi-thousand-LoC migration, but the upstream is healthy (MIT, 17k+ stars, monthly releases). Acceptable lock-in.
+
+2. **Determinism (sorted file order, sorted JSON keys, row-id-ordered CSV) is implementation discipline, not a library default.** Test that breaks if any future change introduces non-determinism is essential (helps reviewers + prevents regressions).
+
+3. **Synchronous personal + project means a runaway export can block a request goroutine for seconds.** At today's data shape this is sub-second. Watchdog: a 30s context deadline on synchronous exports; over that, return 503 with "export too large — contact admin for async." Triggers slice 3 → slice 4 of the user's mental model.
+
+4. **Per-scope endpoints triplicate similar code paths.** Mitigated by the shared `ExportSpec` struct + scope-aware predicate injection. Read carefully in code review — this is the place subtle scope leaks creep in.
+
+5. **JSON twin is genuinely redundant for human users.** It's there for the no-lock-in promise (a Python script can re-ingest without Excel). The cost is one extra file in the zip + one extra serialisation pass. Acceptable.
+
+6. **No diff tooling — yet.** Determinism enables `diff -r` between two extracted zips, but no in-app surface. Slice 4+ may layer "show me what changed between Monday's and Friday's export" once exports are scheduled and stored.
+
+7. **`paliadin_turns` privacy default.** Currently restricted to `PaliadinOwnerEmail` so the table is empty for every other user. Personal export carries them by default ("your AI history"); org export by default does NOT (admin opt-in via `?include=paliadin_turns`). When Paliadin opens past owner-only (post-API cutover), revisit.
+
+8. **Reference-data inclusion bloats every export.** 254 deadline_rules + 102 trigger_events + 56 concepts + … = ~1000 reference rows in every workbook regardless of scope. At zip-compressed sizes this is < 100KB and worth the standalone-interpretability. If the workbook gets too large later, ship reference data as a separate "paliad-reference-snapshot.zip" once + reference it from each export's README.
+
+9. **Org export volume at firm-scale.** A 10k-project firm has ~50k deadlines and ~200k audit events. Even at 200 bytes/row average that's < 100MB — comfortable for the async path with 4GB Dokploy RAM. Threshold concerns kick in at 1M+ rows, which is firm-class-of-100-attorneys territory. Designed for, not blocked on.
+
+10. **Audit-log explosion.** A nightly cron + 47 users self-exporting = 50 audit rows / day. At a year that's 18k rows. Still trivial. No retention on the audit chain (the artifact retention does NOT touch audit-log retention — the audit chain is the trust signal, see §4).
+
+---
+
+## 9. Recommended implementer
+
+**Single PR, layered slices 1 → 2 → 3 as separate commits.** No DB-heavy migrations; the only schema add is `system_audit_log` (one table, one trigger if any). The hard work is in the writer abstraction.
+
+- **Slice 1:** pattern-fluent Sonnet coder. ~600-800 LoC, mostly bookkeeping. Tests pin the shape.
+- **Slice 2:** same hands as slice 1 (continuity matters here — the writer abstraction is set in slice 1 and the project scope generalises it).
+- **Slice 3:** same hands again. The async path is its own subsystem but the writer is unchanged.
+
+**NOT cronus** per memory directive 2026-05-06 (retired from paliad).
+**NOT m** — this is a coder task end-to-end.
+
+---
+
+## 10. Inventor → coder transition (GATED per project CLAUDE.md)
+
+Per `.claude/CLAUDE.md`: design phase ends here. No code touches the tree from inventor. Head's `mai-head` skill gates the coder shift after m's go on §11 open questions.
+
+When approved, the coder shift opens on `mai/<coder-name>/data-export-slice-1` (fresh branch off main, NOT off the design branch — design doc commit is the only artifact this branch carries forward via cherry-pick).
+
+---
+
+## 11. Open questions for m
+
+The brief lists 8 candidate questions. After live-state verification I've collapsed + sharpened to 9, each with an inventor pick + reasoning. Will be asked sequentially via AskUserQuestion (paliad dogma — no `## §X.Y` markdown dump on m, per t-paliad-154 lesson).
+
+### Q1 — Bundle xlsx + CSV + JSON in one zip, or let user pick format?
+
+**Inventor pick: bundle all three in one zip, no UI knob.**
+
+Reasoning: the no-lock-in promise *requires* the JSON twin (Excel-independent re-ingest); the xlsx is the human-readable default; CSV is the universal lingua franca. Picking only one breaks the promise for some user. Bundle size at today's scale is < 1MB; even at firm-scale it's well under the email-attachment limit. The cost of a checkbox UI is more than the cost of three extra files.
+
+Alternative: offer `?format=xlsx-only|json-only|csv-only` query params for the API surface, default to bundle. Documented in README only. We do this in v1 anyway since multi-format is what generates the zip in the first place.
+
+### Q2 — Project-scope profession floor: associate (inventor pick) or member?
+
+**Inventor pick: associate floor.**
+
+A project export carries party names, addresses, decision-history, draft strategy notes. That's "I can write a paper for the partner" data, not "I can see the deadline calendar" data. Member is the bare-visibility tier (you got added to the team). Export is exfiltration — needs the next tier up.
+
+Alternative: gate by `responsibility ∈ {lead, member}` (no profession floor, only the project-team responsibility check). Cleaner architecturally — separates the "can see" axis from the "can extract" axis using the same fields. Less restrictive in practice.
+
+Worth choosing now because the gate text in the audit row mentions the tier.
+
+### Q3 — Org-export artifact retention: 7 days (pick) or 30 / 90?
+
+**Inventor pick: 7 days.**
+
+Default conservative. m-tunable per firm via env var.
+
+### Q4 — Excel dates: ISO strings only (pick) or also a mirrored native-Excel-date column?
+
+**Inventor pick: ISO strings only.**
+
+Native Excel dates are locale-poisoned (DE vs EN epoch interpretation flips, round-trip corruption when re-saved). ISO is the universal answer. Power users who want a sortable native-date column can derive it once in their workbook — but the canonical export stays unambiguous.
+
+### Q5 — `paliadin_turns` in org export: opt-in only (pick), or include by default?
+
+**Inventor pick: opt-in via `?include=paliadin_turns` query.**
+
+Today it's m-only data (`PaliadinOwnerEmail` gate), so the privacy stakes are low — but the *moment* Paliadin opens beyond owner-only, the AI conversation history per user is the most sensitive personal data we carry. Setting the off-by-default precedent now means we don't accidentally start dumping it later.
+
+### Q6 — Deterministic byte-for-byte exports: yes (pick) or accept timestamp drift in zip metadata?
+
+**Inventor pick: yes, deterministic.**
+
+Lets users diff exports across time. Cost: ~50 lines of `sort.Strings` + a custom zip writer with stable ordering. Worth it.
+
+### Q7 — Invitation tokens in org export: drop them entirely (pick) or include as hash?
+
+**Inventor pick: drop entirely.**
+
+Tokens grant signup access. Including them in a backup creates a vulnerability surface — an exfiltrated backup could be used to sign up as someone-else with their pending invite. Hashing doesn't help because the hash is what the URL contains. The invitation **row** (recipient, role, expiry, sent_at) is in the export; the token is not. If you need to re-issue, you do so from paliad's invite UI.
+
+### Q8 — Public signed-URL downloads (for scheduled/email delivery): yes / not in v1 (pick)?
+
+**Inventor pick: not in v1.**
+
+Defer to slice 4. v1's download is cookie-authenticated only. Signed URLs are useful when the recipient is asynchronously notified (email link), which is the scheduled-export model — and that whole subsystem ships later.
+
+### Q9 — GDPR Art. 15 DSR helper UI: not in v1 (pick)?
+
+**Inventor pick: not in v1.**
+
+A global_admin can already assemble a DSR manually using project-scope exports filtered by client. v1 ships the primitives; v2 ships the workflow.
+
+### Closing question for m: implementer
+
+> Recommend pattern-fluent Sonnet for all three slices, same hands across (continuity matters for the writer abstraction). Specific name = your call.
+
+---
+
+## 12. m's decisions (addendum, 2026-05-19)
+
+m walked the §11 questions live via AskUserQuestion. Results below — these supersede the inventor picks where they differ.
+
+- **Q1 — Bundle format:** Bundle xlsx + JSON + CSV in one `.zip` per export. ✓ matches pick.
+- **Q2 — Project-scope floor:** **Any team member** (`responsibility ∈ {lead, member}`). ⚠ **Deviation** from associate-floor pick — m chose the looser axis-split gate. **Implementation update for §4:** project-scope auth becomes `(a) can_see_project(root_id) AND (b) caller is on project_teams for the root with responsibility ∈ {lead, member}`. The DerivationService profession check is dropped from the export gate; observers + externals + derived-only members still cannot extract. `system_audit_log.metadata` records the responsibility value the caller held at export time.
+- **Q3 — Org-export retention:** **90 days**. ⚠ **Deviation** from 7-day pick. **Implementation update for §6.2:** `PALIAD_EXPORT_RETENTION_DAYS` default flips from `7` to `90`. The cleanup goroutine still runs daily; the threshold is just longer. Audit row unaffected (still persists forever).
+- **Q4 — Date format:** ISO 8601 strings only. ✓ matches pick.
+- **Q5 — paliadin_turns in org export:** **Never include in org export.** ⚠ **Tighter** than opt-in pick. **Implementation update for §2.1 + §6.3:** the `paliadin_turns` row drops from the org-scope sheet table entirely — no `?include=paliadin_turns` query param. Personal scope still carries the caller's own paliadin_turns (it's literally their data). The hard exclusion is enforced in `export_service.go`'s scope-aware sheet registry, not just in column-discovery, so a future schema addition can't accidentally re-include it.
+- **Q6 — Deterministic exports:** Yes. ✓ matches pick. (m answered freeform "1" alongside the batching request — first option = deterministic.)
+- **Q7 — Invitation tokens:** Drop entirely. ✓ matches pick.
+- **Q8 — Signed URLs in v1:** Not in v1. ✓ matches pick.
+- **Q9 — GDPR DSR helper UI in v1:** Not in v1. ✓ matches pick.
+
+**Net effect on slice plan:** unchanged shape, three modifications:
+- Slice 2 gate logic uses `project_teams.responsibility` only (no profession lookup).
+- Slice 3 default retention is 90 days (one env-var value change).
+- Slice 1 + 3 sheet registry omits `paliadin_turns` from org scope entirely.
+
+No other slice deltas. v1 still ships slices 1+2+3.
+
+**Coder shift gating:** head still gates the implementation handoff; m's decisions here close §11 but don't auto-trigger coder work.
+
+---
+
+## 13. Adjacent / out-of-scope
+
+- **Import path** — explicitly out per brief. A round-trip "export then re-import" is appealing but is its own design (rebinding UUIDs, conflict resolution, schema_version migrations). Don't conflate.
+- **Postgres replacement** — the Excel workbook is a *backup* + *portability artifact*, not a data-model alternative. Postgres stays canonical.
+- **t-paliad-212 (leibniz, CalDAV multi-calendar):** personal export already carries the caller's caldav config (minus ciphertext). When leibniz designs multi-calendar, the personal export's `my_caldav_config` sheet becomes a list rather than a single row — handled by column-discovery automatically. No design conflict; flagged for confirmation when leibniz's design lands.
+- **t-paliad-213 (mendel, test strategy):** export service warrants pure-function tests for column discovery, deny-list, scope predicate, plus one e2e (Playwright) per scope endpoint. Slice tests pin the contract; mendel's overall strategy decides framework choice.
+
+---
+
+## 14. References
+
+- `docs/design-data-model-v2.md` — projects + mandanten + ltree path + can_see_project predicate.
+- `docs/design-approval-policy-ui-2026-05-07.md` — 5-source audit union (this design adds the 6th source).
+- `docs/design-profession-vs-project-role-2026-05-07.md` — profession ladder for the §4 project gate.
+- `internal/handlers/admin_rules.go:303` — `handleAdminExportRuleMigrations` (precedent for admin-gated export-as-download).
+- `internal/services/project_service.go:15` — visibility predicate.
+- `internal/services/derivation_service.go` — `EffectiveProjectRole` for the project gate.
+- `github.com/xuri/excelize/v2` — chosen xlsx library.
+
+---
+
+**END OF DESIGN. Status: READY FOR REVIEW.**
+
+Inventor parks until m's go/no-go on §11. No code touches the tree from this branch.

docs/design-paliad-test-strategy-2026-05-19.md

@@ -0,0 +1,582 @@
+# Design — Paliad Test Strategy (production-grade)
+
+**Author:** mendel (inventor)
+**Date:** 2026-05-19
+**Task:** t-paliad-213
+**Branch:** `mai/mendel/inventor-test-strategy`
+**Status:** DESIGN READY FOR REVIEW. No test files / Make targets / CI configs touched. Awaiting m go/no-go on §5 slice plan + §6 open questions before any coder shift.
+
+---
+
+## 0. TL;DR
+
+Paliad has accidental test discipline today: 59 `_test.go` files / 323 test functions in Go (≈45 % of services tested, ≈12 % of handlers tested) and 4 frontend test files for 90+ client modules (≈4 %). There is no committed end-to-end suite and no CI — every smoke pass is human-driven via the manual reports in `tests/`. The `mig 098` prod crash-loop, the `t-paliad-036` triple-bug after the German→English rename, and a long tail of UX regressions (deadline-done modal, calendar column drift) would all have been caught by a 10-test boot-and-click smoke pass.
+
+This design proposes a six-layer test pyramid with a concrete tool per layer (stdlib `testing` + bun's built-in `bun:test` + `playwright` for E2E — nothing third-party we don't already use). It pins three lessons paliad has paid for in commits:
+
+1. **No mocks at the service↔DB boundary.** Live-DB tests against a per-developer Postgres are the floor; in-memory mocks for `paliad.*` would have hidden every rename-after-DROP-CASCADE bug. Project preference is already in this direction (27/44 service tests are live-DB-gated); we double down rather than reverse.
+2. **Migrations must dry-run before they merge.** Every recent prod-down (mig 098, mig 020-after-rename, mig 099 audit_reason gap) was a migration that compiled, passed `go test ./...` (which skips without `TEST_DATABASE_URL`), and broke on first apply against the real schema. A `make verify-migrations` target that does BEGIN/apply/ROLLBACK in CI fixes the entire failure mode.
+3. **Browser-shaped bugs need a browser.** The fristenrechner cascade, shape-timeline render, calendar grid, inline paliadin widget — these are JS state machines. Bun's stdlib `bun:test` covers the pure parser/codec code; Playwright covers the auth-gated DOM. Don't try to substitute one for the other.
+
+Six slices roll the strategy out as tracer-bullet PRs, each independently shippable. Slice 1 (migration dry-run harness) and Slice 4 (Playwright golden-path smoke) buy the most outage-prevention per LoC; the rest is widening proven patterns.
+
+Six open questions for m at §6. Most surface a coverage-vs-cost trade-off — the picks that need m's call before any code lands are CI infrastructure choice (Q2), per-PR run-time budget (Q1), and live-DB-vs-dockerised Postgres (Q3).
+
+---
+
+## 1. Audit — what exists today
+
+Counts taken on `mai/mendel/inventor-test-strategy` @ HEAD (2026-05-19, 100 migrations applied).
+
+### 1.1 Go test inventory
+
+| Package | Source files | Test files | Test functions | Notes |
+|---|---|---|---|---|
+| `internal/services` | 56 | 44 | ~200 | 26 live-DB-gated (`TEST_DATABASE_URL`), 18 pure-Go. 24 services have **no test file at all** — see §1.4. |
+| `internal/handlers` | 59 | 7 | ~30 | Only auth-domain check, search, audit-parse, approval-error-mapping, redirects, verfahrensablauf-redirect, chart-404 covered. **53 handlers have no test file.** |
+| `internal/auth` | small | 2 | ~10 | Session middleware + require-admin. |
+| `internal/branding` | small | 1 | small | Firm-name override. |
+| `internal/offices` | small | 1 | small | Office enum. |
+| `internal/changelog` | small | 1 | small | Pure parser. |
+| `internal/calc` | small | 1 | small | Fees / fee tables. |
+| `cmd/server` | 1 | 1 | small | `main_paliadin_backend_test.go` covers env-gate selection. |
+| **Total** | **133** | **58** | **323** | |
+
+`go test ./...` runs all 58 files. Without `TEST_DATABASE_URL` set, 27 of them silently skip their live-DB cases — the suite still passes, but coverage of mutation paths drops to near zero.
+
+### 1.2 Frontend test inventory
+
+| Path | Test files | Tested |
+|---|---|---|
+| `frontend/src/client/filter-bar/url-codec.test.ts` | 1 | FilterBar URL codec round-trip. |
+| `frontend/src/client/views/format.test.ts` | 1 | Date/time formatters (regression for t-paliad-153). |
+| `frontend/src/client/views/shape-timeline-chart.test.ts` | 1 | Chart layout pure function. |
+| `frontend/src/client/views/shape-timeline-cv.test.ts` | 1 | Continuous-view shape layout. |
+| **Total** | **4** | Out of ~90 client modules (`frontend/src/client/*.ts`). |
+
+All four use bun's built-in `bun:test` (no extra dep). No DOM/jsdom tests. No Playwright. No `bun test` script in `package.json` (`bun run build` is the only script).
+
+### 1.3 End-to-end / smoke
+
+- `tests/smoke-2026-04-25.md`, `tests/smoke-auth-2026-04-25.md`, `tests/smoke-auth-2026-04-26-cleanup.md` — human-written reports with screenshots committed under `tests/screenshots-*`. No code. No re-runnable script.
+- `mai-tester` skill uses Playwright for ad-hoc runs; nothing committed.
+- No `e2e/`, no `.gitea/workflows/`, no `.github/workflows/`, no `Makefile`.
+
+### 1.4 Critical service paths with no test file
+
+These are `internal/services/*.go` for which no `*_test.go` sibling exists:
+
+| Service | Risk class | Why it matters |
+|---|---|---|
+| `caldav_service.go`, `caldav_client.go`, `caldav_crypto.go`, `caldav_ical.go` | High | Per-user push/pull goroutines + AES-GCM at rest. One pure parser test (`caldav_ical_timeline_test.go`) exists but the service + crypto + WebDAV client are blind. |
+| `agenda_service.go` | High | Dashboard agenda query; reused by `/agenda` page. Exercised transitively by visibility tests but no direct test. |
+| `dashboard_service.go` | High | Traffic-light + summary counts. Same story — transitively covered via visibility, no direct test. |
+| `derivation_service.go` | Medium | Project-tree derivation (the new t-paliad-194-era subtree machinery). |
+| `team_service.go` | Medium | Team membership / inheritance. |
+| `partner_unit_service.go` | Medium | Dezernat replacement (t-paliad-070). |
+| `party_service.go`, `note_service.go`, `link_service.go`, `checklist_instance_service.go` | Medium | All do project-scoped CRUD with the same RLS+audit pattern that `t-paliad-036` proved easy to break. |
+| `appointment_service.go` | High | Hot — every calendar mutation. Exercised through approval tests but has no own test file. |
+| `view_service.go` | Medium | Powers the substrate (`/views/*`). |
+| `paliadin_jwt.go` | Medium | Per-turn JWT mint for the aichat path (`t-paliad-194`). No call sites in tests today. |
+| `markdown.go` | Low | Glossary + checklist content render. |
+
+### 1.5 Handlers with no test file
+
+53 of 59. Notably: **`auth.go` itself** (login / logout / session creation), **`projects.go`** (the most-mutated entity), **`deadlines.go` / `appointments.go`** (writes), **`paliadin.go` / `paliadin_suggest.go`** (m-only routes — never click-tested), **`fristenrechner.go` / `fristenrechner_search.go` / `fristenrechner_event_categories.go`** (the cascade users live in), **`dashboard.go` / `agenda.go`** (landing), **`onboarding.go` / `onboarding_gate.go`** (every new user's first three minutes), **`invite.go`** (rate-limited write path). The currently-tested handlers (search, audit-parse, approval error mapping, etc.) are the cheap pure-Go ones; every handler that touches the DB is untested at handler level.
+
+### 1.6 Live-DB test scaffold — is it sound?
+
+The pattern (read from `internal/services/visibility_test.go`):
+
+```go
+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(...) }
+pool, _ := sqlx.Connect("postgres", url)
+defer pool.Close()
+// per-test seed + cleanup via DELETE + defer cleanup()
+```
+
+Verdict: **sound, but has rough edges that need addressing before we widen.**
+
+- ✅ Migrations apply at test startup against the test DB — catches every "you forgot to add a CHECK" / "you reference a column that doesn't exist" before a real-DB-touching test runs.
+- ✅ Per-test cleanup via `DELETE FROM ... WHERE id IN ($1,...)` is explicit and idempotent.
+- ✅ The `paliad.paliad_schema_migrations` tracker collision noted in memory `0b900afa…` is a pre-existing issue, not introduced by this design.
+- ⚠️ Cleanup-via-DELETE is fragile: a test that creates a row referenced by FK from another table needs to remember to clean both. A few existing tests (see `audit_service_test.go`) already chain 5+ DELETEs.
+- ⚠️ Tests can't run in parallel against the same `TEST_DATABASE_URL` because they share schema state. `go test ./...` defaults to `-parallel` per-package; same-package tests with overlapping cleanup IDs can interfere.
+- ⚠️ No CI today actually exercises `TEST_DATABASE_URL` — so every live-DB test is effectively run only on the author's laptop or not at all. Half the value is paid-for but unbilled.
+
+### 1.7 Migration tooling
+
+- `internal/db/migrate.go` embeds `migrations/*.sql` and applies on server boot via `golang-migrate/v4` with the `paliad_schema_migrations` tracker in `public` schema.
+- 100 migrations on disk (`001` → `100`).
+- **No dry-run gate today.** A bad migration breaks `paliad.de` at boot (Dokploy crash-loops the container). Recent prod incidents: mig 098 (submission code rename), mig 099 (with_po flag drop missed audit_reason gap), mig 020 (function rename without body rewrite — see memory `49a05cfa…`).
+- `down.sql` exists for every migration but no test ever exercises it.
+
+### 1.8 CI / deploy loop
+
+- No CI. Push-to-main → Gitea webhook → Dokploy auto-builds the Dockerfile and replaces the container. The Dockerfile runs `bun run build` then `go build`. **Neither `go test` nor `bun test` runs in the build pipeline.**
+- Pre-commit hooks: none in repo. Each worker runs `go build / go vet / go test / bun run build` by convention (see memories — every shipped task report ends with "build hygiene held").
+
+---
+
+## 2. Test pyramid — recommended shape
+
+```
+                           ┌─────────────────┐
+                           │  E2E (Playwright)│  ~10 flows
+                           │  L6              │
+                           └─────────────────┘
+                       ┌─────────────────────────┐
+                       │  Handler integration    │  ~30 routes
+                       │  L5 (httptest + real DB)│
+                       └─────────────────────────┘
+                  ┌──────────────────────────────────┐
+                  │  Service-layer (live DB)         │  ~60 tests
+                  │  L4 (BEGIN/ROLLBACK harness)     │
+                  └──────────────────────────────────┘
+              ┌──────────────────────────────────────────┐
+              │  Frontend DOM / cascade (bun:test+jsdom) │  ~15 modules
+              │  L3                                      │
+              └──────────────────────────────────────────┘
+        ┌──────────────────────────────────────────────────────┐
+        │  Frontend unit (bun:test pure TS)                    │  ~30 modules
+        │  L2                                                   │
+        └──────────────────────────────────────────────────────┘
+   ┌──────────────────────────────────────────────────────────────┐
+   │  Go unit (stdlib testing, table-driven, pure functions)      │  ~150 tests
+   │  L1                                                          │
+   └──────────────────────────────────────────────────────────────┘
+   ┌──────────────────────────────────────────────────────────────┐
+   │  Migration dry-run (make verify-migrations)                  │  100 mig
+   │  L0 — gate on every PR                                       │
+   └──────────────────────────────────────────────────────────────┘
+```
+
+### Layer 0 — Migration dry-run
+
+**What:** Every `*.up.sql` in `internal/db/migrations/` is applied inside a single `BEGIN ... ROLLBACK` transaction against a scratch Postgres, in numeric order. The harness asserts each statement succeeds *and* asserts no statement leaves the schema in a `paliad_schema_migrations.dirty=true` state. A second pass applies all up-migrations end-to-end (no rollback) and then re-applies the latest up-migration to assert idempotency (every paliad migration since `t-paliad-070` has been written to be idempotent — this enforces it).
+
+**Tool:** stdlib `testing` package, no third-party. Pattern: `internal/db/migrate_test.go` with a `TestMigrations_DryRun` driven from `TEST_DATABASE_URL`. A `make verify-migrations` target wraps it.
+
+**Why this layer matters most:** Every recent prod-down was a migration. Catching them on a CI run before merge is the highest-leverage test investment paliad can make. Cost: one ~100-line Go file + one Postgres in CI.
+
+**Coverage target:** 100 % of `*.up.sql` files. Hard gate on PR — no exceptions.
+
+### Layer 1 — Go unit (pure)
+
+**What:** `go test ./...` against pure functions — formatters, parsers, validators, calculators, fee tables, deadline calculators, projection lookahead clamping, codec round-trips. No DB, no HTTP.
+
+**Tool:** stdlib `testing`. Table-driven `cases := []struct{...}{...}` style is already the house pattern (see `auth_test.go` / `projection_anchor_test.go`). **Do not introduce testify or any matcher library** — the current code reads cleanly without one, and 323 existing test functions don't need a rename pass.
+
+**What's already there:** 19 pure-Go test files (calculator, mapping, codec, holiday, fees, etc.). Density is good; targeted infill rather than re-architecture.
+
+**Coverage target:** Every pure function in `internal/services/`, `internal/handlers/`, `internal/calc/`, `internal/changelog/`. Aim for "every branch in a decision table has at least one test row." Don't chase % — chase "the obvious edge that would burn a coworker".
+
+### Layer 2 — Frontend unit (pure)
+
+**What:** `bun test` against pure TS modules — URL codecs (`filter-bar/url-codec`), formatters, parsers, i18n key correctness (every `data-i18n` attribute used in TSX has a key in `i18n.ts`), view-spec parsers, projection-row mapping helpers.
+
+**Tool:** `bun:test` (built into bun, no install). Already in use in 4 files — extend the same pattern. Add `bun test` to `package.json` `scripts`.
+
+**What to add:**
+- i18n key audit (every `t("foo.bar")` and `data-i18n="foo.bar"` resolves in both `de` and `en`).
+- `filter-bar/` types + render helpers (paliad has shipped 4 FilterBar slices; coverage is one codec test).
+- `paliadin-context.ts` route table + entity extraction (the `[ctx …]` envelope is a stable contract paliadin's SKILL.md depends on; any drift here is a silent failure).
+- `paliadin-starters.ts` registry — every route maps to ≥1 starter; every starter is bilingual.
+- View-spec parsers in `views/`.
+
+**Coverage target:** Every pure TS module in `frontend/src/client/`. Pages (TSX renderers) are E2E concern, not unit concern.
+
+### Layer 3 — Frontend DOM (cascade / jsdom)
+
+**What:** `bun test` with jsdom global, exercising the interactive cascade modules — the fristenrechner cascade builder, the shape-timeline render, the FilterBar UI (chips, panels), the calendar grid, the inline Paliadin widget message stream, the inbox-row click handler, the dashboard activity item navigation.
+
+These modules contain enough state that pure-function tests miss real bugs (e.g. the t-paliad-098 `.entity-table` row-cursor lie was a CSS+DOM bug; t-paliad-099's modal close was a DOM-event bug; t-paliad-103's `::before` overlay click-swallow was a DOM bug).
+
+**Tool:** bun + `happy-dom` is the lighter choice; if it can't handle event ordering, fall back to `jsdom`. Both are ESM-clean and bun-friendly. **Pick one and stick with it — running both means twice the dependency surface.** Default pick: `happy-dom` (smaller, paliad doesn't need legacy IE semantics).
+
+**Pattern:** import the cascade module, build a minimal DOM (`document.body.innerHTML = …`), dispatch synthetic events, assert resulting state. Reuses the production renderers — no test-only fakes.
+
+**Coverage target:** ~15 modules. Specifically:
+- `client/filter-bar/index.ts` chip render + active-state.
+- `client/fristenrechner.ts` cascade — most complex JS in the codebase; depend chains light up every UPC bug we know.
+- `client/shape-timeline.ts` lane mode + track mode (envelope wire shape brittle to refactor).
+- `client/projects-detail.ts` row click + Verlauf render.
+- `client/paliadin-widget.ts` + `paliadin-context.ts` interaction.
+- `client/inbox.ts` row-action click routing.
+- `client/dashboard.ts` activity-item nav.
+- `client/deadlines-calendar.ts` / `appointments-calendar.ts` column layout (the calendar-column-drift bug class).
+
+Not unit tests; not E2E. They are the missing middle.
+
+### Layer 4 — Service-layer (live DB)
+
+**What:** Go service methods against a real Postgres, using the existing `TEST_DATABASE_URL` pattern. Two improvements:
+
+1. **Replace per-test DELETE cleanup with a per-test transaction harness** — open a transaction, run the test inside it, ROLLBACK. Faster, isolating, no cleanup forgotten. Already viable because the service layer accepts `*sqlx.DB`-or-tx-shaped interfaces in many places; needs a small `internal/services/internal/testdb` package that exposes `WithTx(t *testing.T, fn func(*sqlx.Tx))`. Migration is mechanical, can happen alongside infill.
+
+   *Caveat:* some service methods open their own transactions internally (`approval_service.submit` is one). Those keep DELETE cleanup; the tx harness is a default, not a mandate.
+
+2. **Make `TEST_DATABASE_URL` mandatory in CI.** Today these tests are skipped on every machine that doesn't `export TEST_DATABASE_URL=…` — i.e. they don't run on autoatic pipelines because there's no pipeline. Once CI exists (§3.5), it becomes a required env var.
+
+**Tool:** stdlib `testing` + `sqlx` (already in `go.mod`). **No mocks at the service↔DB boundary.** This is m's hardest line — see global CLAUDE.md memory pattern and `t-paliad-036` (the bug that masked two other bugs would have been caught instantly by a real-DB test).
+
+**Where to invest first:** Approval (already heavy), Projection (already heavy), Fristenrechner (already heavy), DeadlineService Create/Update/Complete/Delete with `pending_request_id` interplay, AppointmentService same, ProjectService visibility predicate, CalDAV push (the four CalDAV `*.go` files have zero direct test).
+
+**Coverage target:** Every service method that mutates the DB has at least one happy-path live-DB test. RLS predicate (`visibilityPredicatePositional`) has one test per role (global_admin, member, non-member).
+
+### Layer 5 — Handler integration (httptest + real DB)
+
+**What:** Spin a real `services.DBService`, mount the protected mux, drive `httptest.NewRequest` + `ServeHTTP` against it. Auth via a fake session cookie produced by a `testauth.Login(t, userID)` helper that mints the same Supabase JWT shape `auth.UserIDFromContext` expects.
+
+**Why:** The 53 untested handlers are where the request shape ↔ service interaction lives. Examples that would have caught real bugs:
+- `t-paliad-036`'s "`/projects/{id}` 404 while `/api/projects/{id}` 200" mismatch — a 5-line handler test would have failed before the migration ran.
+- mig 020's three-stacked bug — a handler test that POSTs a deadline and asserts a 200 + read-back row would have failed at submit-time, not boot-time.
+- The audit-log query timezone bug — handler test asserts the JSON contains the expected `event_date`.
+
+**Tool:** stdlib `net/http/httptest`. **No new framework.** Pattern: handler tests live next to the handler file (`internal/handlers/deadlines_test.go` next to `deadlines.go`).
+
+**Coverage target:** Every handler that gates a state-changing route — `POST/PATCH/DELETE` flavour. Plus `GET` handlers that compose a non-trivial query (dashboard, agenda, search, audit-log).
+
+### Layer 6 — End-to-end (Playwright)
+
+**What:** A small Playwright suite (~10 flows) committed at `e2e/` with a `bun run e2e` entry. Targets a local `./paliad` against a scratch Postgres (the same `TEST_DATABASE_URL`). Each test logs in, drives the UI through one user journey, asserts visible state.
+
+**Why ~10 not 100:** Per-PR budget caps at ~2 min total (§6 Q1). Playwright tests are the most expensive minute-per-confidence in this stack; they pay for themselves on the *golden path* and nothing else. The deep-coverage layer is L5; E2E is *"is the app still alive end to end?"*.
+
+**Tool:** `playwright` (npm; bun installs cleanly). No third-party test runner — Playwright ships its own. Tests live in `e2e/*.spec.ts`. **Not bun:test.** Playwright's runner is purpose-built for browser-driving and integrates with their tracing — don't fight it.
+
+**Cap:** 10 flows. If a new test wants in, an existing one must drop out (or we have a real reason to widen). This is the cheapest discipline available: it forces the suite to remain a smoke pass, not a regression-test dumping ground.
+
+**Coverage target:** See §4.
+
+---
+
+## 3. Tooling — concrete picks per layer
+
+| Layer | Tool | Already in deps? | Install? |
+|---|---|---|---|
+| L0 — migration dry-run | stdlib `testing` + `migrate/v4` | yes | no |
+| L1 — Go unit | stdlib `testing` | yes | no |
+| L2 — Frontend unit | `bun:test` | yes (built into bun) | no |
+| L3 — Frontend DOM | `bun:test` + `happy-dom` | bun yes, happy-dom **new** | `bun add -d happy-dom` (one dep, ~200 KB) |
+| L4 — Service live-DB | stdlib + sqlx | yes | no |
+| L5 — Handler integration | stdlib `net/http/httptest` + sqlx | yes | no |
+| L6 — E2E | `@playwright/test` | **new** | `bun add -d @playwright/test` + `npx playwright install chromium` |
+
+Net new deps: **2** (happy-dom + playwright). Both are mainstream, both have small surface area, both align with bun's ecosystem.
+
+Explicit rejects:
+- ❌ **testify** — current tests read cleanly with stdlib; adding it forces a rename pass nobody wants.
+- ❌ **vitest** — bun's built-in test runner is faster and the tests are already in `bun:test` shape.
+- ❌ **dockertest / testcontainers-go** — m's preference is real-DB tests against the existing Postgres; spinning ephemeral Docker Postgres per package run adds latency and surface area for marginal isolation gain. See Q3.
+- ❌ **sqlmock / gomock for DB** — banned by §0 lesson 1.
+- ❌ **cypress** — Playwright is the better tool today, and the team's existing skill (`/mai-tester`) already uses it.
+
+### 3.1 Per-PR run-time budget
+
+Target (subject to m's call in Q1): **≤ 90 s for the gating tier (L0+L1+L2+L4 subset+L5 happy-path)**, ≤ 4 min for the full suite (add L3+L4 full+L6). The gating tier blocks merge; the full suite blocks deploy.
+
+Indicative times (estimated, validate when slice 1 lands):
+
+| Tier | Layers | Est. time | Blocks |
+|---|---|---|---|
+| **Gate (every PR)** | L0 + L1 + L2 + L5 happy-path + L4 critical | 60–90 s | merge |
+| **Full (every merge to main)** | + L4 full + L3 + L6 | 3–4 min | deploy |
+
+### 3.2 CI — proposal, not commitment
+
+paliad has no CI today. Two routes:
+
+- **Gitea Actions** (m's stack already runs `mgit.msbls.de`). Self-hosted; same auth model as the rest of mAi. Adds a `.gitea/workflows/test.yml`. Postgres comes from a service container.
+- **Stay click-deploy.** No CI. Workers run tests locally; Dokploy auto-deploys on green-main convention.
+
+Recommendation: **Gitea Actions for the gate tier only** (L0 + L1 + L2), driven by a single short workflow. The L3-L6 expansion can be a follow-up once the gate tier proves stable. Deferred to Q2 for m's call.
+
+### 3.3 Test DB — live YouPC vs ephemeral
+
+The `paliad` schema lives on the shared YouPC Postgres (port 11833). Three options:
+
+| Option | Pros | Cons |
+|---|---|---|
+| **Per-developer separate DB on YouPC** (`TEST_DATABASE_URL` per laptop) | Closest to prod; existing pattern. | Cleanup discipline matters; cross-developer contention possible. |
+| **Ephemeral docker postgres per CI run** | Full isolation; parallel-safe; reset for free. | New infra; ~5 s container startup per CI invocation. |
+| **Dedicated test DB on a paliad-only Postgres** | Isolated; cheap. | New infra to maintain. |
+
+Recommendation: **option 1 for developers (no-op change), option 2 for CI** (Gitea Actions postgres service container). Deferred to Q3 for m's call.
+
+### 3.4 Coverage targets
+
+Don't gate on percentage. Gate on critical-path coverage (§4). Add `go test -coverprofile=` output to CI for visibility, not as a merge gate. Coverage % gating produces tests-for-tests'-sake; we want the tests that catch the bugs we've shipped.
+
+---
+
+## 4. Critical journeys — what MUST be covered
+
+These are the golden-path flows. Anything not on this list is L1-L5 territory, not L6. The list is intentionally short; if it grows beyond 10, we are doing E2E wrong.
+
+| # | Flow | Why it's critical | Layer mix |
+|---|---|---|---|
+| 1 | **Login → dashboard renders → traffic-light counts match** | Every user does this every day; broken auth = paliad is offline. | L6 (Playwright) + L5 handler (auth.go) |
+| 2 | **Create project (Client → Litigation → Patent → Case)** | Hierarchy with team inheritance — the data model's spine. | L6 + L5 + L4 (project_service) |
+| 3 | **Submit deadline → routes to /inbox → approver approves → state flips** | The 4-eye flow (t-paliad-138). Most-mutated paliad surface. | L6 + L5 (deadlines, approvals) + L4 (approval_service) |
+| 4 | **Fristenrechner: pick proceeding → cascade fires → result shows** | The platform's flagship interactive tool. JS cascade. | L6 + L3 (fristenrechner cascade) + L4 (fristenrechner) |
+| 5 | **SmartTimeline: anchor a projected row → predecessor-missing-error handled** | Recent Slice-2 work (t-paliad-173 / #31). High-touch surface. | L6 + L3 (shape-timeline) + L4 (projection_service) |
+| 6 | **CalDAV sync: PUT a Termin → external client sees it, edits there → pull reconciles** | Owned-event semantics + foreign-UID skip rule from Phase F. Untested today. | L4 (caldav_service push/pull) — gated on Q3 (live YouPC vs ephemeral) |
+| 7 | **Paliadin chat: anon visit hits 404; m's session opens widget; turn renders** | Owner-gated `/paliadin` is the only m-only surface. Quiet failures here are silent. | L6 (smoke) + L5 (paliadin_suggest) + L4 (paliadin / aichat_paliadin) |
+| 8 | **/admin/rules: filter → edit one rule → lifecycle transition → audit log row** | Rules drive the cascade; bad edits break every user's fristenrechner. | L6 + L5 (admin_rules) + L4 (rule_editor_service) |
+| 9 | **Onboarding: new user with allowed email → onboarding form → first project membership** | The new-user funnel; gateOnboarded middleware traps. | L6 + L5 (onboarding, invite) |
+| 10 | **Migration boot smoke: spin paliad against an empty DB → server binds 8080** | Catches every mig-N crash-loop. | L0 (migration dry-run) + L4 boot-smoke variant |
+
+Picks 1, 3, 4 and 10 are the highest-value-per-cost — they cover the routes most regressions land on (auth, mutation, cascade, boot).
+
+---
+
+## 5. Slice plan — tracer-bullet roll-out
+
+Each slice is a shippable PR with a concrete deliverable, in order of expected outage-prevention payoff. Sized for a single coder shift unless flagged. No slice depends on a later one being merged. Hour estimates intentionally omitted (per global CLAUDE.md).
+
+### Slice 1 — Migration dry-run harness + boot smoke (highest leverage)
+
+**Branch:** `mai/<coder>/test-strategy-slice-1-migrations`
+
+**Deliverable:**
+- `internal/db/migrate_test.go` — `TestMigrations_DryRun` (per-mig BEGIN/ROLLBACK), `TestMigrations_EndToEnd` (full apply, then re-apply latest to assert idempotency), `TestMigrations_Down` (apply N→0).
+- `Makefile` with `make verify-migrations` (the gate target), `make test` (run everything), `make test-go`, `make test-frontend`.
+- `cmd/server/main_paliadin_backend_test.go` already exists; extend with a `TestMain_BindsHTTPAfterMigrate` that boots the full server against `TEST_DATABASE_URL`, asserts `:8080` is listening, then shuts down. Catches the mig-098-class crash-loop in a single test.
+- README section: how to set `TEST_DATABASE_URL` locally.
+
+**Catches:** Every mig-98-class crash-loop; every drop-cascade-with-stale-policy-name regression (t-paliad-036).
+
+### Slice 2 — Service-layer infill: critical mutators
+
+**Branch:** `mai/<coder>/test-strategy-slice-2-services`
+
+**Deliverable:**
+- Test files for the three highest-impact untested services:
+  - `internal/services/agenda_service_test.go` (live-DB, dashboard agenda query)
+  - `internal/services/dashboard_service_test.go` (traffic-light counts)
+  - `internal/services/team_service_test.go` (membership + inheritance — RLS-load-bearing)
+- Tighten existing `approval_service_test.go` + `deadline_service_test.go` coverage of the create/update/complete/delete × pending-request matrix where there are demonstrable gaps.
+- Add `internal/services/internal/testdb/withtx.go` — the per-test tx harness (optional adoption; existing tests stay).
+
+**Catches:** RLS regressions, approval interplay regressions, dashboard count drift after schema renames.
+
+### Slice 3 — Frontend bun:test setup + L2 infill
+
+**Branch:** `mai/<coder>/test-strategy-slice-3-frontend-unit`
+
+**Deliverable:**
+- `frontend/package.json` `scripts.test = "bun test"`.
+- New tests under `frontend/src/client/`:
+  - `paliadin-context.test.ts` (route table, entity extraction, selection truncation).
+  - `paliadin-starters.test.ts` (every route ≥1 starter, every starter bilingual).
+  - `filter-bar/index.test.ts` (chip render + active state — pure DOM-less helpers).
+  - i18n key audit: `frontend/scripts/i18n-audit.test.ts` parses every `data-i18n="…"` from `dist/` HTML and every `t("…")` call from `src/`, asserts both `de` and `en` resolve. Runs as part of `bun test`.
+- `make test-frontend` wires `cd frontend && bun test`.
+
+**Catches:** i18n drift (untranslated key shipped to user), context-envelope contract drift (paliadin SKILL.md depends on it), starter-registry regressions.
+
+### Slice 4 — Playwright golden-path smoke
+
+**Branch:** `mai/<coder>/test-strategy-slice-4-e2e`
+
+**Deliverable:**
+- `e2e/` directory at repo root.
+- `playwright.config.ts` pointing at `http://localhost:8080` (paliad started by the test, not assumed).
+- Five Playwright `*.spec.ts` files covering critical journeys 1, 3, 4, 7, 9 from §4.
+- `make e2e` target that:
+  1. starts paliad against `TEST_DATABASE_URL`,
+  2. waits for `:8080` to be live,
+  3. runs `npx playwright test`,
+  4. tears the server down.
+- `bun add -d @playwright/test` + `npx playwright install chromium`.
+
+**Catches:** Auth regressions, deadline-mutation regressions, fristenrechner cascade regressions, owner-gated /paliadin leaks, onboarding-gate misbehaviour.
+
+### Slice 5 — Handler integration tests for the 5 most-touched routes
+
+**Branch:** `mai/<coder>/test-strategy-slice-5-handlers`
+
+**Deliverable:**
+- `internal/handlers/auth_test.go` extended with `TestLogin_HappyPath` + `TestLogout_ClearsCookie` (real DB).
+- `internal/handlers/projects_test.go` — `TestProjectsCreate` (POST 200, row inserted, audit emitted), `TestProjectsGetByID_RespectsVisibility` (404 for non-member).
+- `internal/handlers/deadlines_test.go` — `TestDeadlinesCreate_TriggersApproval` (verifies pending pill).
+- `internal/handlers/appointments_test.go` — same shape.
+- `internal/handlers/paliadin_test.go` — `TestPaliadinPage_404ForNonOwner`, `TestPaliadinPage_200ForOwner`.
+- Shared `internal/handlers/testauth/testauth.go` — mints a session cookie for `userID` so handler tests don't reinvent auth seeding.
+
+**Catches:** Handler ↔ service wiring drift, visibility-predicate handler-side bugs (t-paliad-036 bug 2 was exactly this), owner-gate bypass.
+
+### Slice 6 — Frontend L3 (DOM) cascade tests
+
+**Branch:** `mai/<coder>/test-strategy-slice-6-frontend-dom`
+
+**Deliverable:**
+- `bun add -d happy-dom`.
+- DOM-driven tests for the three most-touched cascades:
+  - `client/fristenrechner.test.ts` (cascade activate → row appears → date-set fires fetch).
+  - `client/shape-timeline.test.ts` (lane render, track render, projected-row click).
+  - `client/filter-bar/index.test.ts` (chip click toggles state, URL params update).
+
+**Catches:** The whole class of "the function exists and is unit-tested but the cascade in the browser doesn't fire it" bugs. This is the layer that catches t-paliad-098 / 099 / 102 / 103.
+
+### Slice 7 — CI wiring (deferred — Q2 dependent)
+
+**Branch:** `mai/<coder>/test-strategy-slice-7-ci` (gated on m's Q2 pick)
+
+**Deliverable:**
+- `.gitea/workflows/test.yml` (or stay click-deploy if m picks that).
+- Gate tier runs on every PR; full suite runs on merge to main.
+- Postgres service container provides `TEST_DATABASE_URL`.
+- Slack/Gotify ping on red main.
+
+**Catches:** Drift between "tests pass on my laptop" and prod reality.
+
+### Slice 8 — Coverage reporting + dashboard (lowest priority)
+
+**Branch:** `mai/<coder>/test-strategy-slice-8-coverage`
+
+**Deliverable:**
+- `go test -coverprofile=` aggregated into a single `coverage.html`.
+- Bun's coverage output similarly.
+- A `docs/coverage.md` index updated by CI.
+- **Not a merge gate.** Visibility only.
+
+**Catches:** Slow drift; nice-to-have once the floor is in.
+
+### Slice order rationale
+
+1, 4, 5 are the highest outage-prevention per LoC: migration dry-run kills crash-loops, E2E kills regressions, handler tests kill wiring drift. 2, 3, 6 widen the floor; 7-8 are infrastructure.
+
+---
+
+## 6. Open questions for m
+
+These need m's call before any coder shift starts (or before specific slices start, where noted).
+
+### Q1 — Per-PR test-run budget
+
+How long is acceptable to wait on the gate tier before merge?
+
+- 30 s — only L0 + L1 (no L2+ on the gate).
+- **60–90 s (recommended)** — L0 + L1 + L2 + L5 happy-path + L4 critical.
+- 2 min — add L3 + L4 full.
+- 4+ min — add L6 (E2E on gate).
+
+The pick determines whether E2E gates merge or only deploy.
+
+### Q2 — CI infrastructure
+
+- **Gitea Actions** (self-hosted, gate tier only, recommended) — minimal new infra; aligns with m's existing stack.
+- **Stay click-deploy** — workers run tests locally; merge discipline enforced by convention. Today's reality; we keep it.
+- **Both:** start with click-deploy, add Gitea Actions in Slice 7 once gate tier proves stable.
+
+### Q3 — Live-DB vs ephemeral docker Postgres for tests
+
+- **Per-developer YouPC DB (current pattern)** — closest to prod; existing tests work unchanged.
+- **Ephemeral docker postgres in CI, YouPC for devs (recommended hybrid)** — keeps local-dev simple, gives CI deterministic isolation.
+- **YouPC everywhere** — simplest, but parallel CI runs would contend.
+
+### Q4 — Coverage targets — % or critical-path?
+
+- **Critical-path only (recommended)** — §4's 10 flows + every state-mutating service method has a test. No % gate.
+- **% gate** — set a floor (e.g. 60 % lines, 50 % branches) and refuse merges below it.
+- **Both** — critical-path is mandatory, % is informational.
+
+m's prior preference (memory pattern: "tests that catch real bugs > coverage theatre") points at critical-path-only. Confirming.
+
+### Q5 — Which slices land before paliad is "production-grade"?
+
+paliad is already live at `paliad.de` and being used by HLC colleagues. "Production-grade" here means "next time someone ships, we don't go down."
+
+Picks:
+- **Slices 1 + 4 + 5 are the production-grade floor (recommended).** Migration dry-run + golden-path E2E + handler integration tests cover the failure modes that hit prod since the rebrand.
+- Add Slice 2 + 3 + 6 as widening passes, on their own cadence.
+- Slice 7-8 are nice-to-haves.
+
+Confirming the floor pick — and whether m wants all three to land before any new feature work, or whether they roll out alongside.
+
+### Q6 — Who owns each slice?
+
+Recommendation: rotate coder slots so the same person isn't on every slice. Suggested assignment (head can override):
+
+| Slice | Profile fit |
+|---|---|
+| 1 — migrations | Backend-heavy coder (knuth, gauss, cronus). |
+| 2 — service infill | Backend-heavy coder; whoever owns approval/projection. |
+| 3 — frontend unit | Frontend-heavy coder. |
+| 4 — Playwright E2E | Cross-stack coder; ideally one familiar with `/mai-tester`. |
+| 5 — handler integration | Backend coder. |
+| 6 — frontend DOM | Frontend coder (same person as 3 makes sense). |
+
+Inventor does **not** decide assignments; head + m do.
+
+---
+
+## 7. Out of scope (explicit)
+
+- **No rewrite of any existing test.** The 323 existing test functions stay. New tests use the new patterns; old tests are migrated only when their files are touched for unrelated reasons.
+- **No third-party framework where stdlib + bun:test suffice** (testify, vitest, etc. — see §3).
+- **No mocks at the service↔DB boundary.** This is the lock-in. Mocks lie; the live-DB tests we already have are paliad's most useful safety net.
+- **No new feature work in this strategy.** The doc proposes infra; feature scope is unchanged.
+- **No retirement of the `tests/smoke-*.md` human-written reports.** Those are great for one-shot regression hunts; they coexist with the automated suite.
+
+---
+
+## 8. Implementation notes for the eventual coder
+
+(For whichever coder picks up a slice. Not exhaustive.)
+
+- **Test-name collisions in Go's flat package namespace bite when a service grows N implementations.** Memory note from `t-paliad-194` already records this. Prefix tests with the service name (e.g. `TestAichatPaliadin_RunTurn_…` not `TestRunTurn_…`).
+- **`httptest.NewRequest` does not URL-encode** — use `url.QueryEscape` for any `?q=…` argument. Memory note from `t-paliad-026`.
+- **sqlx v1.4.0 `Named` parser strips one colon from `::uuid[]`** — known pitfall, repro lives at `internal/services/project_service.go`. Use `CAST(... AS uuid[])` in new query strings.
+- **Live-DB cleanup must DELETE FKs first.** Order matters (auth.users last). Look at `audit_service_test.go` for the chain pattern.
+- **`paliad.paliad_schema_migrations` tracker collision** is documented but unresolved. Slice 1 should add a `make reset-test-db` target that drops both `public.paliad_schema_migrations` *and* `paliad.paliad_schema_migrations` to keep developers unblocked.
+- **`bun:test` matchers are Jest-compatible** — `expect().toEqual()`, `expect().toHaveBeenCalled()`, etc. No deps needed.
+- **happy-dom does not implement** every DOM method (notably some `<dialog>` semantics). If a cascade test fails on something missing, jsdom is the escape hatch.
+
+---
+
+## 9. Decision summary — pick list for m
+
+| # | Question | Inventor recommends |
+|---|---|---|
+| Q1 | Per-PR budget | 60–90 s gate, 3–4 min full |
+| Q2 | CI infra | Gitea Actions, gate tier only |
+| Q3 | Test DB | YouPC for devs, ephemeral docker for CI |
+| Q4 | Coverage target | Critical-path only, no % gate |
+| Q5 | Production-grade floor | Slices 1 + 4 + 5 before new feature work |
+| Q6 | Slice ownership | Rotate per profile; head decides |
+
+If m's calls match inventor's, the implementer's brief writes itself: Slice 1 first, then 4 + 5 in parallel, then 2/3/6 as widening passes.
+
+---
+
+**Status:** DESIGN READY FOR REVIEW. Awaiting m go/no-go on §5 slice plan + §6 open questions before any coder shift starts.
+
+---
+
+## 10. m's decisions (2026-05-19, locked)
+
+Walked through §6 with m via the AskUserQuestion interview (per head's 2026-05-19 workflow rule: inventor questions are resolved before parking, not after). Six picks locked, all matching inventor's recommendation.
+
+| # | Question | m's answer | Effect on plan |
+|---|---|---|---|
+| Q1 | Per-PR test-run budget | **Inventor's call** (m deferred). Pick: **60–90 s gate, 3–4 min full.** | Gate tier = L0 + L1 + L2 + L5 happy-path + L4 critical. L6 E2E gates deploy, not merge. |
+| Q2 | CI infrastructure | **Gitea Actions, gate tier only.** | Slice 7 adds `.gitea/workflows/test.yml` running the gate tier; full suite stays on merge-to-main. |
+| Q3 | Test DB topology | **YouPC for devs + ephemeral docker for CI.** | Local dev unchanged. Slice 7 wires Postgres service container in Gitea Actions. |
+| Q4 | Coverage target | **Critical-path only, no % gate.** | §4's 10 flows + every state-mutating service method gets a test. Coverage % output is informational in Slice 8, never a merge gate. |
+| Q5 | Production-grade floor | **Slices 1 + 4 + 5 before new feature work.** | These three land before any new paliad feature gets a coder shift. Slices 2, 3, 6 widen the floor on their own cadence. Slices 7-8 are nice-to-haves. |
+| Q6 | Slice ownership | **Head decides + rotate per profile.** | Backend slices (1, 2, 5) → backend-heavy coder. Frontend slices (3, 6) → frontend-heavy coder. E2E (4) → cross-stack. Head picks at dispatch time. |
+
+**Implementer brief (post-m-decisions):**
+
+1. **Slice 1 starts first** — migration dry-run harness + `make verify-migrations` + boot-smoke variant of `cmd/server/main_paliadin_backend_test.go`. Backend-heavy coder.
+2. **Slice 4 + Slice 5 in parallel** once Slice 1 is merged — Playwright golden-path (cross-stack coder, 5 specs) and handler integration (backend coder, auth/projects/deadlines/appointments/paliadin).
+3. Slice 7 (Gitea Actions wiring) follows once Slice 1 gate tier is proven locally.
+4. Slices 2, 3, 6 enter rotation alongside feature work — not blocking.
+5. Slice 8 (coverage reporting) lowest priority.
+
+**Status:** DESIGN APPROVED — awaiting head's dispatch of Slice 1 coder shift.

docs/design-proceeding-code-taxonomy-2026-05-18.md

@@ -0,0 +1,172 @@
+# Proceeding-code taxonomy (t-paliad-204 ratified 2026-05-18)
+
+> Source of truth for `paliad.proceeding_types.code`. Every active row's
+> `code` MUST conform to the convention below. This document anchors
+> migration 096 (`internal/db/migrations/096_proceeding_code_rename.up.sql`)
+> and the post-migration determinator + fristenrechner mapping in
+> `internal/services/proceeding_mapping.go`.
+
+## 0. Why we renamed
+
+The historical `code` strings (`UPC_INF`, `DE_INF`, `EPA_OPP`, …) were
+UPPER_SNAKE jurisdiction-glued-to-acronym slugs. They were structurally
+opaque and the taxonomy grew unevenly as more proceedings entered the
+fristenrechner — `UPC_APP` covers all UPC appeals, `DE_INF_OLG` /
+`DE_INF_BGH` carry the instance hint inline, `EP_GRANT` is the only EPA
+row with no `EPA_` prefix at all. The mapping in
+`internal/services/proceeding_mapping.go` had to special-case appeal
+ambiguities (no instance hint on UPC_APP, none on the DE side either).
+After mig 095 landed the t-paliad-205 fristen gap-fill, m and paliadin
+ratified a uniform convention for the corpus, captured here.
+
+## 0.1 Convention
+
+Active proceeding codes are lowercase, dot-separated, three positions:
+
+    <jurisdiction>.<X>.<Y>
+
+* **`<jurisdiction>`** — one of `upc`, `de`, `epa`, `dpma`.
+* **`<X>` / `<Y>`** — contextual; for first-instance proceedings they are
+  `<substantive-type>.<forum>` (e.g. `de.inf.lg` for Verletzungsklage am
+  Landgericht). For appeals they are `<appeal-type>.<scope>` (e.g.
+  `upc.apl.merits`, `upc.apl.cost`, `upc.apl.order`).
+* The CHECK constraint installed by mig 096 enforces
+  `code ~ '^[a-z]+\.[a-z]+\.[a-z]+$'` on every active row, with a
+  carve-out for the legacy `_archived_litigation` bucket
+  (`code ~ '^_archived_'`).
+
+The convention is forward-looking: any new fristenrechner row added
+after mig 096 MUST conform — no further UPPER_SNAKE codes.
+
+## 0.2 Ratified taxonomy
+
+### UPC
+
+| New code           | Old code         | id | Notes                                                                  |
+|--------------------|------------------|----|------------------------------------------------------------------------|
+| `upc.inf.cfi`      | `UPC_INF`        | 8  | Verletzungsverfahren, CFI                                              |
+| `upc.rev.cfi`      | `UPC_REV`        | 9  | Nichtigkeitsverfahren, CFI                                             |
+| `upc.ccr.cfi`      | _new_            | _new_ | Widerklage auf Nichtigkeit — illustrative peer of `upc.inf.cfi`. Rules live on `upc.inf.cfi` with `with_ccr=true`. See §1 sub-decision S1. |
+| `upc.pi.cfi`       | `UPC_PI`         | 10 | Einstweilige Maßnahmen                                                 |
+| `upc.dmgs.cfi`     | `UPC_DAMAGES`    | 17 | Schadensbemessung                                                      |
+| `upc.disc.cfi`     | `UPC_DISCOVERY`  | 18 | Bucheinsicht                                                           |
+| `upc.apl.merits`   | `UPC_APP`        | 11 | Hauptberufung — covers inf + rev + ccr + damages-merits appeals        |
+| `upc.apl.order`    | `UPC_APP_ORDERS` | 20 | 15-Tage-Beschwerde gegen Anordnungen (R.220 (1)(c))                    |
+| `upc.apl.cost`     | `UPC_COST_APPEAL`| 19 | Kostenbeschwerde                                                       |
+
+### DE
+
+| New code            | Old code               | id | Notes                                                       |
+|---------------------|------------------------|----|-------------------------------------------------------------|
+| `de.inf.lg`         | `DE_INF`               | 12 | Verletzungsklage am Landgericht                             |
+| `de.inf.olg`        | `DE_INF_OLG`           | 25 | Berufung am OLG                                             |
+| `de.inf.bgh`        | `DE_INF_BGH`           | 26 | Revision + NZB merged — `with_nzb` flag on NZB-detour rules |
+| `de.null.bpatg`     | `DE_NULL`              | 13 | Nichtigkeitsverfahren am BPatG                              |
+| `de.null.bgh`       | `DE_NULL_BGH`          | 27 | Nichtigkeitsberufung am BGH                                 |
+
+### EPA
+
+| New code            | Old code     | id | Notes                                          |
+|---------------------|--------------|----|------------------------------------------------|
+| `epa.grant.exa`     | `EP_GRANT`   | 16 | EP-Erteilungsverfahren                         |
+| `epa.opp.opd`       | `EPA_OPP`    | 14 | Einspruchsverfahren                            |
+| `epa.opp.boa`       | `EPA_APP`    | 15 | Einspruchsbeschwerde (Board of Appeal)         |
+
+### DPMA
+
+| New code              | Old code                | id | Notes                                                          |
+|-----------------------|-------------------------|----|----------------------------------------------------------------|
+| `dpma.opp.dpma`       | `DPMA_OPP`              | 28 | Einspruch beim DPMA                                            |
+| `dpma.appeal.bpatg`   | `DPMA_BPATG_BESCHWERDE` | 29 | Beschwerde am BPatG (generic — source differentiated at rule level) |
+| `dpma.appeal.bgh`     | `DPMA_BGH_RB`           | 30 | Rechtsbeschwerde am BGH (generic — source differentiated at rule level) |
+
+### Archived
+
+| Code                    | id | Notes                                  |
+|-------------------------|----|----------------------------------------|
+| `_archived_litigation`  | 32 | Unchanged — Pipeline-A retired corpus  |
+
+IDs are stable. Only the `code` STRING changes. The FKs
+`deadline_rules.proceeding_type_id`, `projects.proceeding_type_id`, and
+`deadline_rules.spawn_proceeding_type_id` reference IDs, so the existing
+rule corpus and spawn wiring (incl. mig 095's `spawn_proceeding_type_id=11`)
+continue to work unchanged.
+
+## 0.3 Sub-decisions (m's calls, 2026-05-18)
+
+### S1 — `upc.ccr.cfi` visibility
+
+`is_active=true`, visible in the determinator + dropdowns. **No rules
+attached.** When the determinator surfaces it, the UI shows the hint:
+
+> "Regeln liegen auf upc.inf.cfi (with_ccr=true); wir leiten Sie dorthin
+> weiter."
+
+Routing logic lands in `internal/services/proceeding_mapping.go` — when
+the cascade resolves to `upc.ccr.cfi`, the mapping returns the
+`upc.inf.cfi` id (=8) with `with_ccr=true` as a default flag. The peer
+exists for taxonomic completeness so users searching for
+"Widerklage" find an entry; it is not a separate rule namespace.
+
+### S2 — Abbreviations
+
+`dmgs` for damages, `disc` for discovery. m's call: short form keeps the
+codes terse and the dot-separated shape readable.
+
+### S3 — Damages appeal
+
+**NO separate code.** `upc.apl.merits` covers damages appeals — the
+spawn rules from `upc.dmgs.cfi` (none seeded today) would carry their
+own `spawn_label`. Avoids a code like `upc.apl.dmgs` whose rules would
+be empty for the foreseeable future.
+
+### S4 — NZB at BGH
+
+Single bucket `de.inf.bgh`. Rules diverging in the NZB-detour-path
+(Nichtzulassungsbeschwerde when the OLG didn't grant Revision) use a
+`with_nzb` flag instead of a separate proceeding type. Keeps the dropdown
+list shorter and matches how m practitioners think about the BGH
+instance — same destination, two ways to arrive.
+
+### S5 — DPMA appeals
+
+Generic `dpma.appeal.bpatg` / `dpma.appeal.bgh` — source-of-decision
+differentiation (was it a DPMA decision being appealed? a BPatG
+decision being further appealed to BGH?) lives at the rule level, not
+the proceeding-type level. Keeps the code namespace flat.
+
+## 0.4 Spawn-FK invariant
+
+After mig 096, the spawn FK invariant from mig 095 still holds:
+
+    deadline_rules.spawn_proceeding_type_id = 11
+       ↔ paliad.proceeding_types[id=11].code = 'upc.apl.merits'
+
+Spawn rules from `upc.inf.cfi` / `upc.rev.cfi` chain to the appeal-merits
+proceeding without code-string awareness. Same for any future spawn FK.
+
+## 0.5 Not in scope
+
+* `paliad.event_categories.slug` segments (`upc-inf`, `de-bgh-null`, …)
+  are NOT renamed. They are stable identifiers in a separate taxonomy and
+  their kebab form is presentation-layer (it appears in URL fragments).
+  Mig 096 only updates the `proceeding_type_code` text column on
+  `paliad.event_category_concepts` rows so the soft join through
+  `event_category_concepts → proceeding_types.code` keeps resolving.
+* Fee-table keys (`EPA_OPPOSITION`, `UPC_APPEAL`, …) in
+  `internal/calc/fees.go` are NOT proceeding codes — they are fee-table
+  bucket keys with their own naming. Untouched.
+* Forum bucket slugs (`upc_cfi`, `de_lg`, …) in
+  `ForumToProceedingCodes` are presentation buckets, not codes. The
+  values inside (`UPC_INF`, …) are the codes being renamed.
+
+## 0.6 References
+
+* `internal/db/migrations/096_proceeding_code_rename.up.sql` — the
+  migration that lands this rename.
+* `internal/services/proceeding_mapping.go` — post-mig 096 mapping with
+  the ccr-routing helper (S1).
+* `internal/services/proceeding_codes_shape_test.go` — Go test asserting
+  every active fristenrechner-category code matches the new shape regex.
+* mig 095 (`internal/db/migrations/095_fristen_gap_fill.up.sql`) — the
+  immediate predecessor; spawn_proceeding_type_id=11 carries through.

docs/design-project-metadata-rework-2026-05-20.md

@@ -0,0 +1,686 @@
+# Project metadata rework — Client Role + auto-derived project codes
+
+Status: design, ready for head review (2026-05-20)
+Task: t-paliad-222
+Issues: m/paliad#47 (Client Role) + m/paliad#50 (project codes)
+Branch: `mai/kepler/inventorcoder-project`
+
+Pairs two related changes because both touch `paliad.projects` schema, the
+project form, and downstream consumers (Fristenrechner Determinator,
+submission templates, Verlauf, picker / breadcrumb surfaces). One design,
+two migrations, one coder shift.
+
+---
+
+## §1 Scope & non-goals
+
+In scope:
+
+- Drop "Wir vertreten" entirely on `type='client'`, `'litigation'`, `'patent'`.
+- Rename to "Client Role" / "Mandantenrolle" on `type='case'` with new
+  option set (Active / Reactive / Third Party / Other).
+- Widen `paliad.projects.our_side` CHECK to the new sub-role values; drop
+  `'court'` and `'both'`; backfill existing rows to NULL.
+- Add `paliad.projects.opponent_code text` on `type='litigation'` rows
+  (segment source for project codes).
+- New Go helper `services.BuildProjectCode(ctx, projectID) (string, error)`
+  that walks the ancestor chain via the existing ltree `path` and assembles
+  the dotted code. Custom `paliad.projects.reference` on the project itself
+  wins.
+- Wire the helper into project header, breadcrumb, picker labels, the
+  submission-template variable bag (`{{project.code}}`), and the Excel
+  export `__meta` sheet.
+
+Out of scope (handled separately or dropped):
+
+- Reshaping `paliad.parties` (per-party role rows are unchanged).
+- New analytics / reports breaking out sub-roles.
+- Bulk-renaming user-facing copy that says "Klägerseite" /
+  "Beklagtenseite" outside the project form.
+- Reverse lookup (project by code) — already works via `reference`.
+- Audit-history for who changed an override and when — not requested.
+- Bulk regeneration of existing `reference` strings — manual entries stay
+  intact; auto-derive only fills empty slots.
+- Renaming the `our_side` DB column — see §2.2 / Q1.
+
+---
+
+## §2 Issue #47 — Client Role rework
+
+### §2.1 Current state (verified 2026-05-20)
+
+- Column: `paliad.projects.our_side text`, CHECK constraint
+  `projects_our_side_check` allows `('claimant','defendant','court','both',NULL)`
+  (mig 072).
+- Live data audit (`SELECT our_side, count(*) FROM paliad.projects
+  GROUP BY our_side`): **all 12 rows are NULL**. Zero rows on
+  `'court'` or `'both'` — backfill is a no-op. The migration is risk-free
+  on the current dataset.
+- Form: rendered for every project type by
+  `frontend/src/components/ProjectFormFields.tsx:156-168` (one
+  `<select id="project-our-side">` with five static `<option>`s, no
+  conditional render).
+- Downstream consumers (verified by grep on `our_side` /
+  `OurSide` in `internal/` and `frontend/src/`):
+  - `frontend/src/client/fristenrechner.ts:2187,2734,3754-3776` —
+    Determinator Slice 3c, `ourSideToPerspective()` maps
+    `claimant → claimant`, `defendant → defendant`, anything else
+    (incl. `'court'`, `'both'`, NULL) → `null` (chip free-pick).
+  - `internal/services/submission_vars.go:276-278,390-418` —
+    `{{project.our_side_de}}` / `_en` legal-prose forms. `ourSideDE` /
+    `ourSideEN` switch on the 4 enum values.
+  - `internal/services/project_service.go:1083-1104` —
+    `our_side_changed` project-event row on writes.
+  - `internal/services/project_service.go:1228,1372,1955-` — CCR
+    counterclaim child default-inverts `our_side`; `nullableOurSide()`
+    and `isValidOurSide()` (`project_service.go:1915`) gate writes.
+
+### §2.2 Decisions
+
+**Q1 — Rename column `our_side → client_role`?**
+**Pick: NO. Keep `our_side`.** Renaming forces churn in eleven Go files,
+the Determinator client bundle (`fristenrechner.ts` type literal +
+`ourSideToPerspective`), all submission-template tests
+(`submission_render_test.go:275`), the project-event title key
+(`event.title.our_side_changed`), and every `{{project.our_side*}}` template
+that exists in the wild on user systems. The label is purely UI; the column
+name is internal. Future grep stays clean because the new label
+("Client Role") and the column (`our_side`) describe the same concept from
+different perspectives ("which side the firm represents" =
+"what role the client plays"). Keeping the column avoids a 200-line
+mechanical rename with non-trivial risk for zero functional gain. The
+i18n keys *do* rename (`projects.field.our_side` → `projects.field.client_role`)
+so user-facing copy stays clean.
+
+**Q2 — Sub-role granularity (7 distinct values vs 3 groups)?**
+**Pick: 7 sub-roles** — `claimant, defendant, applicant, appellant,
+respondent, third_party, other`. Lawyers care about the specific
+procedural posture; Applicant ≠ Claimant in some UPC contexts (e.g. PI
+applications use "Applicant"). Group-level aggregation is trivial at
+display time (`switch role { case claimant, applicant, appellant:
+return "Active" }`). Storing the group only would be a lossy choice we
+cannot reconstruct from.
+
+**Q3 — Project types where the field is visible?**
+**Pick: ONLY `type='case'`.** m's wording is unambiguous ("only plays a
+role in case projects — and even there the question should be 'Client
+Role'"). Hide on `client`, `litigation`, `patent`, and the generic
+`project` type. The client-level "industry / country" block stays as is
+(those are client-attributes, not procedural roles). The form already
+has `projekt-fields-case` conditional render (`ProjectFormFields.tsx:143`)
+— moving the role select into that block is a 4-line change.
+
+**Q4 — Existing `'court'` / `'both'` row backfill?**
+**Pick: backfill to NULL** in the same migration that widens the CHECK.
+Zero rows in production (verified 2026-05-20), so the backfill is a
+no-op today; it's there for safety if any test fixture or
+not-yet-deployed instance has them. No audit-event emission for the
+backfill (it's schema cleanup, not user action).
+
+**Q5 — Determinator perspective mapping for new sub-roles?**
+**Pick: Active group → `claimant`, Reactive group → `defendant`, Third
+Party / Other → `null` (chip free-pick).** Concretely:
+
+  - `claimant`, `applicant`, `appellant` → perspective `'claimant'`
+  - `defendant`, `respondent` → perspective `'defendant'`
+  - `third_party`, `other`, NULL → perspective `null`
+
+This keeps the Determinator's existing claimant-rule / defendant-rule
+filter logic unchanged; only `ourSideToPerspective()`'s switch widens.
+
+**Q6 — Submission template `_de` / `_en` prose for new sub-roles?**
+
+| value         | `_de` (Nominativ)             | `_en`         |
+|---------------|-------------------------------|---------------|
+| `claimant`    | Klägerin                      | Claimant      |
+| `defendant`   | Beklagte                      | Defendant     |
+| `applicant`   | Antragstellerin               | Applicant     |
+| `appellant`   | Berufungsklägerin             | Appellant     |
+| `respondent`  | Antragsgegnerin               | Respondent    |
+| `third_party` | Streithelferin                | Third Party   |
+| `other`       | sonstige Verfahrensbeteiligte | other party   |
+
+Existing `'court'`/`'both'` switch arms get deleted (no live rows; if a
+stale `our_side='court'` slipped through somehow, the function returns
+`""` — same fallback as today for unknown values).
+
+### §2.3 Migration `112_client_role_rework`
+
+```sql
+-- 112_client_role_rework.up.sql (renumbered 2026-05-20 — mig 110 was claimed by m/paliad#51, mig 111 by m/paliad#48)
+-- t-paliad-222 / m/paliad#47.
+-- Widens projects.our_side CHECK to seven sub-role values and drops
+-- the legacy 'court' / 'both' entries. Backfill is a no-op on the
+-- current dataset (verified 2026-05-20: all 12 rows are NULL), but
+-- runs defensively in case any test fixture / staging instance still
+-- carries the old values.
+
+BEGIN;
+
+-- 1. Backfill any 'court' / 'both' rows to NULL. Idempotent.
+UPDATE paliad.projects
+   SET our_side = NULL
+ WHERE our_side IN ('court', 'both');
+
+-- 2. Drop the old CHECK, add the widened one. Both are idempotent
+--    against partially-applied state.
+ALTER TABLE paliad.projects
+    DROP CONSTRAINT IF EXISTS projects_our_side_check;
+
+ALTER TABLE paliad.projects
+    ADD CONSTRAINT projects_our_side_check
+    CHECK (our_side IS NULL OR our_side IN (
+        'claimant', 'defendant',
+        'applicant', 'appellant',
+        'respondent',
+        'third_party', 'other'
+    ));
+
+COMMENT ON COLUMN paliad.projects.our_side IS
+    'Which side the firm represents on this case project (renamed in '
+    'the UI to "Client Role" — t-paliad-222 / m/paliad#47). Allowed '
+    'sub-roles, grouped at display time: Active (claimant, applicant, '
+    'appellant); Reactive (defendant, respondent); Third Party / Other '
+    '(third_party, other). NULL = unknown. Hidden in the form on '
+    'non-case project types. Drives the Fristenrechner Determinator '
+    'perspective chip (Active→claimant, Reactive→defendant, else null).';
+
+COMMIT;
+```
+
+The down migration restores the original 4-value CHECK and, for
+defensive symmetry, backfills any new sub-role values to NULL (so the
+schema is internally consistent when stepped down).
+
+### §2.4 Frontend changes
+
+`frontend/src/components/ProjectFormFields.tsx`:
+
+1. Move the `<div className="form-field">` containing
+   `#project-our-side` from the always-visible block (line 156) into
+   the `projekt-fields-case` block (after the court / case-number
+   row).
+2. Rename label `data-i18n="projects.field.our_side"` →
+   `projects.field.client_role`.
+3. Replace the five flat `<option>`s with three `<optgroup>`s + the
+   seven new options + an "Unbekannt" empty option.
+4. Update the hint text to mention the Determinator group mapping
+   (Active/Reactive).
+
+`frontend/src/client/i18n.ts` — add new keys (DE + EN):
+
+```
+projects.field.client_role                  → "Mandantenrolle" / "Client Role"
+projects.field.client_role.hint             → "..."
+projects.field.client_role.unset            → "Unbekannt" / "Unknown"
+projects.field.client_role.group.active     → "Aktiv (wir greifen an)"  / "Active (we initiate)"
+projects.field.client_role.group.reactive   → "Reaktiv (wir verteidigen)" / "Reactive (we defend)"
+projects.field.client_role.group.other      → "Dritte / Sonstige"        / "Third Party / Other"
+projects.field.client_role.claimant         → "Klägerseite"              / "Claimant"
+projects.field.client_role.applicant        → "Antragsteller"            / "Applicant"
+projects.field.client_role.appellant        → "Berufungsführer"          / "Appellant"
+projects.field.client_role.defendant        → "Beklagtenseite"           / "Defendant"
+projects.field.client_role.respondent       → "Antragsgegner"            / "Respondent"
+projects.field.client_role.third_party      → "Streithelfer / Dritter"   / "Third Party"
+projects.field.client_role.other            → "Sonstige Beteiligte"      / "Other party"
+```
+
+The legacy `projects.field.our_side.*` keys stay deprecated-but-present
+for one release so any cached browser bundle keeps rendering. They get
+deleted in a follow-up housekeeping shift once the rollout is confirmed.
+
+`frontend/src/client/project-form.ts:182-230` — adjust the payload
+read/write to only include `our_side` when the field is in the DOM
+(non-case forms no longer emit it). The current code does
+`if (v) payload.our_side = v` which already handles the "field absent"
+case gracefully (osSel becomes `null`, no payload key set).
+
+`frontend/src/client/fristenrechner.ts:3754-3776` —
+`ourSideToPerspective` switch widens:
+
+```ts
+function ourSideToPerspective(os: string | null | undefined): Perspective {
+  switch (os) {
+    case "claimant":
+    case "applicant":
+    case "appellant":
+      return "claimant";
+    case "defendant":
+    case "respondent":
+      return "defendant";
+    default:
+      return null;
+  }
+}
+```
+
+`frontend/src/projects-detail.tsx` Verlauf — the `our_side_changed`
+event description currently renders the raw enum. Update the renderer
+to use a label lookup so "Mandant: Beklagte → Antragsteller" reads
+correctly. Same `event.title.our_side_changed` key stays (the *title*
+is "Vertretene Seite geändert" / "Represented side changed", which is
+still accurate semantically).
+
+### §2.5 Backend changes
+
+`internal/services/project_service.go:1915` — `isValidOurSide()` widens
+its allowlist:
+
+```go
+case "", "claimant", "defendant",
+    "applicant", "appellant",
+    "respondent",
+    "third_party", "other":
+    return nil
+```
+
+`internal/services/project_service.go:1372` —
+`derivedCounterclaimOurSide()` (CCR flip logic): widen the flip map to
+mirror the Determinator grouping:
+
+  - claimant ↔ defendant (current behaviour)
+  - applicant ↔ respondent
+  - appellant → defendant (CCR against an appellant is rare; pick
+    the most-likely procedural posture; can be overridden by
+    explicit `flip_our_side=false`)
+  - third_party / other / NULL → keep as-is (no flip)
+
+`internal/services/submission_vars.go:391-418` — `ourSideDE` /
+`ourSideEN` switch arms add the five new values per the table in
+§2.2 Q6. `'court'` and `'both'` arms get deleted.
+
+`internal/services/project_service.go:1083-1104` — `our_side_changed`
+audit emission unchanged (it just records old → new on the column).
+
+`frontend/build.ts` — no change; bundling already picks up
+`projects.field.client_role.*` i18n keys via `i18n-keys.ts` regeneration.
+
+`frontend/src/i18n-keys.ts` — regenerate via existing scripted path
+(adds the new keys, keeps the legacy ones as deprecated entries until
+the housekeeping pass).
+
+### §2.6 Tests
+
+- `internal/services/submission_render_test.go:275` —
+  `TestOurSideTranslations` widens the table to cover the 7 new values
+  in both DE and EN.
+- `internal/services/projection_service_unit_test.go:319` —
+  `TestDerivedCounterclaimOurSide` widens to cover the new flip map.
+- New: `TestProjectFormHidesOurSideForNonCase` — unit test on the
+  project-form payload reader confirms `our_side` is silently dropped
+  when the form renders for a non-case project type.
+
+### §2.7 Acceptance (issue #47)
+
+- [x] Creating a project of `type='client'`, `'litigation'`, `'patent'`,
+      `'project'` does **not** show the field.
+- [x] Creating a project of `type='case'` shows the field labelled
+      "Mandantenrolle" (DE) / "Client Role" (EN) with three optgroups
+      and seven options.
+- [x] Existing `'court'` / `'both'` rows (none in prod, but defensive)
+      are migrated to NULL.
+- [x] Submission templates referencing `{{project.our_side_de}}` /
+      `_en` render coherent prose for the five new values.
+- [x] Determinator perspective chip pre-fills correctly from each
+      sub-role (Active→claimant, Reactive→defendant, Other→null).
+- [x] CCR counterclaim flip yields a sensible child role for the new
+      sub-roles.
+- [x] `go build && go test ./internal/... && cd frontend && bun run
+      build` clean.
+
+---
+
+## §3 Issue #50 — Auto-derived project codes
+
+### §3.1 Current state (verified 2026-05-20)
+
+- `paliad.projects.reference text` exists and is informally used (live
+  values: `EXMPL` on a client, `L-2026-001` on a litigation, `C-UPC-0001`
+  on a case, `P-EP1111222` on a patent). No format enforcement.
+- `paliad.projects.path ltree` is maintained by a Postgres trigger
+  (`projects.path` joined UUIDs root-to-self). Walking ancestors in Go
+  is straightforward: `SELECT * FROM paliad.projects WHERE path @>
+  $1::ltree ORDER BY nlevel(path)`.
+- No `opponent` field exists anywhere. Opponent text lives only inside
+  the litigation `title` (e.g. "Siemens AG ./. Huawei Technologies").
+- `paliad.proceeding_types.code` is dot-separated:
+  `upc.inf.cfi`, `upc.rev.cfi`, `de.inf.lg`, `upc.apl.merits`, etc.
+  Splitting on `.` and upper-casing yields `INF`, `REV`, `LG`,
+  `APL.MERITS`. Suitable as the case segment.
+- `paliad.projects.court text` is free-text on cases (live values:
+  `UPC`, `UPC CoA`, `LG München I`). Not normalised; use the
+  proceeding_type code instead — it carries the same info structurally.
+
+### §3.2 Decisions
+
+**Q1 — Litigation opponent source: new column or regex on title?**
+**Pick: new column `paliad.projects.opponent_code text` on litigation
+rows.** Regex on title is brittle ("./.", "v.", "vs", "—", varying
+order) and the user already knows the short code at creation time. New
+field with explicit validation (slug-cased, max 16 chars) is clean and
+takes one form field + one migration. Title stays as the human-readable
+caption; `opponent_code` is the machine-readable segment source.
+NULL → segment skipped silently.
+
+**Q2 — Patent segment: always last 3, or last-N variable?**
+**Pick: last 3 digits when the digit-stream is ≥ 4 digits long; full
+digit-stream when shorter.** m's example (`EP3456789 → 789`) is 7
+digits last-3 = 789 ✓. UPC publication numbers (10+ digits) collapse to
+their last 3 just fine — uniqueness inside the same litigation tree is
+near-certain because the same litigation tree won't hold two patents
+sharing the same last-3. If it ever does, the user can set a custom
+`reference` (Q5). No need for last-4 / last-N logic.
+
+The patent-number regex extracts the digit-stream from any common
+format (`EP1234567`, `EP 1 234 567`, `EP1234567A1`, `WO2020/123456A1`):
+strip non-digits, take last 3 (or whole if shorter), upper-cased.
+
+**Q3 — Case segment from `proceeding_types.code`?**
+**Pick: take `proceeding_types.code` (e.g. `upc.inf.cfi`), split on `.`,
+drop the leading jurisdiction segment, uppercase the rest, join with
+`.`.** Examples:
+
+  - `upc.inf.cfi` → `INF.CFI`
+  - `upc.rev.cfi` → `REV.CFI`
+  - `upc.pi.cfi`  → `PI.CFI`
+  - `upc.apl.merits` → `APL.MERITS`
+  - `de.inf.lg`   → `INF.LG`
+  - `de.inf.olg`  → `INF.OLG` (appeal instance → segment already
+    encodes "OLG", so we get the appeal level for free; no separate
+    instance segment needed)
+
+The jurisdiction is dropped because the parent client/patent already
+implies the jurisdiction context. If the user wants explicit
+jurisdiction in the code, custom `reference` wins.
+
+If `proceeding_type_id` is NULL on the case, segment is omitted
+silently. No fallback to `court` text — that's free-text and noisy.
+
+**Q4 — Override semantics: wholesale or per-segment?**
+**Pick: wholesale.** When `paliad.projects.reference` is non-empty on
+the project the helper is asked about, that string is returned
+verbatim — no auto-derivation, no string-concatenation, no merging.
+Per-segment override doubles the implementation complexity for a UX
+nobody asked for. Users who want partial overrides set the
+`reference` on the relevant ancestor and let the rest auto-derive
+naturally.
+
+**Q5 — Where the user types the override?**
+**Pick: existing `paliad.projects.reference` field.** Already there,
+already labelled "Interne Referenz (optional)", already used by users.
+Adding a second "project_code_override" alongside `reference` would
+confuse the form. The hint text gets a small addendum: "Leer lassen
+für automatischen Code aus dem Projekt-Baum."
+
+**Q6 — Collision handling (two cases derive to the same code)?**
+**Pick: advisory in v1; no disambiguator.** Codes are display-only
+(not a primary key, not a unique constraint). Real-world collisions
+inside the same litigation tree are vanishingly rare; if they happen,
+the user notices in the picker and sets a custom `reference` on one.
+Adding `-N` suffixes silently would mask a data issue the user should
+see. A future surface could flag duplicates as a project-detail warning,
+but it's not in v1.
+
+**Q7 (new) — Helper signature and call site?**
+**Pick: `ProjectService.BuildProjectCode(ctx context.Context, projectID
+uuid.UUID) (string, error)`.** Lives on the existing ProjectService
+(it needs DB access for the ancestor walk). Internally builds segments
+with a small `projectCodeSegment(p Project) string` pure function per
+type that's table-test-friendly. The helper is called from the
+projection layer when a project gets serialised for the API
+(adds a `code` field to the JSON), so every surface — header,
+breadcrumb, picker, dashboard tile, Excel export — gets the code for
+free without each surface re-walking the tree. Pricier than a
+display-time call but eliminates N+1 walks in list views.
+
+**Q8 (new) — Cache strategy?**
+**Pick: no cache in v1.** Each ancestor walk is one indexed lookup
+on `paliad.projects(path)`. With 12 projects in prod and order-of-100s
+in any plausible firm-scale future, this is microsecond-cheap. If
+profiling later shows it as a hotspot in list views (which fetch many
+projects), introduce a materialised view
+`paliad.projects_derived_codes(project_id, derived_code)` refreshed by
+trigger on `projects` writes. Don't pre-optimise.
+
+### §3.3 Migration `113_projects_opponent_code`
+
+```sql
+-- 113_projects_opponent_code.up.sql (renumbered 2026-05-20)
+-- t-paliad-222 / m/paliad#50.
+-- Add an opponent-code field on litigation projects. Used as the
+-- middle segment when assembling auto-derived project codes from the
+-- ancestor tree (e.g. EXMPL.OPNT.567.INF.CFI). NULL = segment is
+-- skipped silently. No backfill — existing litigation rows simply
+-- yield codes without an opponent segment until the user sets one.
+
+BEGIN;
+
+ALTER TABLE paliad.projects
+    ADD COLUMN IF NOT EXISTS opponent_code text;
+
+-- Slug-shape gate: uppercase letters, digits, dashes, max 16 chars.
+-- Matches the style of m's example "OPNT". Keeps the auto-code clean.
+DO $$
+BEGIN
+    IF NOT EXISTS (
+        SELECT 1 FROM pg_constraint
+         WHERE conname = 'projects_opponent_code_check'
+           AND conrelid = 'paliad.projects'::regclass
+    ) THEN
+        ALTER TABLE paliad.projects
+            ADD CONSTRAINT projects_opponent_code_check
+            CHECK (opponent_code IS NULL
+                OR (opponent_code ~ '^[A-Z0-9-]{1,16}$'
+                    AND type = 'litigation'));
+    END IF;
+END $$;
+
+COMMENT ON COLUMN paliad.projects.opponent_code IS
+    'Short slug for the opposing party on a litigation project '
+    '(uppercase letters, digits, dashes, max 16 chars). Used as the '
+    'middle segment when BuildProjectCode walks the ancestor tree to '
+    'assemble a dotted project code (t-paliad-222 / m/paliad#50). '
+    'NULL = segment skipped silently.';
+
+COMMIT;
+```
+
+The down migration drops the constraint then the column.
+
+### §3.4 Go helper
+
+New file `internal/services/project_code.go`:
+
+```go
+// Package-level function (not a method) so it can be called from any
+// service that already has a *sqlx.DB. ProjectService has a thin
+// wrapper that calls into this.
+//
+// BuildProjectCode assembles the dotted ancestor code for projectID
+// from the existing paliad.projects.path ltree. If the target row's
+// reference column is non-empty, it wins outright (no derivation).
+// Missing ancestor segments are skipped silently — there is no
+// "unknown" placeholder.
+func BuildProjectCode(ctx context.Context, db sqlx.QueryerContext, projectID uuid.UUID) (string, error)
+
+// projectCodeSegment is the per-type segment derivation. Pure, table-
+// test friendly, never touches the DB.
+//
+//   client     → opts.PreferShortReference (reference if set, else slug(title))
+//   litigation → opts.PreferShortReference (opponent_code if set, else "")
+//   patent     → last 3 digits of patent_number (full digits if <4)
+//   case       → uppercase tail of proceeding_types.code (jurisdiction segment dropped)
+//   project    → "" (generic projects don't contribute a segment)
+//
+// proceedingCode is only needed for case rows; the caller resolves
+// it via a single join (or a cached small lookup) before calling.
+func projectCodeSegment(p models.Project, proceedingCode string) string
+```
+
+Sanitisation helpers live alongside as unexported funcs:
+
+- `sanitizeClientShort(s string) string` — uppercase, strip diacritics
+  via `golang.org/x/text/unicode/norm` + filter, replace non-alnum
+  with `-`, trim, cap at 8 chars. Already similar to what
+  `internal/util/slug` does for the global slug helper.
+- `patentLast3(s string) string` — strip non-digits, take last 3
+  characters (or the whole digit-stream when shorter); uppercase.
+  Empty → "".
+- `proceedingTail(code string) string` — split on `.`, drop element 0
+  (jurisdiction), uppercase + join the rest. `""` → `""`.
+
+`BuildProjectCode` SQL is a single round-trip:
+
+```sql
+SELECT p.id, p.type, p.title, p.reference, p.opponent_code,
+       p.patent_number, p.proceeding_type_id,
+       pt.code AS proceeding_code
+  FROM paliad.projects p
+  LEFT JOIN paliad.proceeding_types pt ON pt.id = p.proceeding_type_id
+ WHERE p.path @> (SELECT path FROM paliad.projects WHERE id = $1)
+ ORDER BY nlevel(p.path);
+```
+
+It returns the chain root-to-target. The function:
+
+1. If the last row (the target) has non-empty `reference` → return it
+   verbatim. Done.
+2. Otherwise walk the chain top-to-bottom, call `projectCodeSegment`
+   on each row, skip empty segments, join with `.`, return.
+
+### §3.5 Wiring into surfaces
+
+- `internal/services/project_service.go` projection — add a `Code`
+  string field to the read-side struct and populate it in the single
+  fetch path. For list endpoints, do **one** ancestor-chain query per
+  page (CTE that groups by target id) rather than N+1.
+- `internal/services/submission_vars.go:277` — add
+  `bag["project.code"] = derefString(p.Code)` so submission templates
+  can reference `{{project.code}}`.
+- `frontend/src/components/ProjectHeader.tsx` (current header
+  component on `/projects/{id}`) — render `code` next to the title
+  (small monospace badge) if non-empty.
+- `frontend/src/components/Breadcrumb*.tsx` — when rendering the
+  trail, use `project.code` as the trailing badge per segment if the
+  caller asks for it (opt-in to avoid breaking other consumers).
+- `frontend/src/client/project-form.ts` and any project-picker
+  typeahead — show `code · title` in the dropdown labels when `code`
+  is non-empty.
+- Excel `__meta` sheet — add a `Project Code` row (already enumerates
+  project metadata).
+
+The "copy reference" affordance in the header gets a second line: if
+both `reference` (user override) and the auto-derived code differ, both
+are visible (override above, derived below, smaller).
+
+### §3.6 Tests
+
+- `TestProjectCodeSegment` (table) — every project type × multiple
+  shapes (with/without reference, NULL ancestors, patent_number
+  formats, proceeding codes with 1/2/3 segments).
+- `TestBuildProjectCodeFullChain` — fixture tree
+  Client → Litigation → Patent → Case yields `EXMPL.OPNT.567.INF.CFI`.
+- `TestBuildProjectCodeRespectsOverride` — non-empty `reference` wins
+  outright.
+- `TestBuildProjectCodeMissingAncestors` — case directly under client
+  (no litigation, no patent) yields `EXMPL.INF.CFI`.
+- `TestBuildProjectCodeCollisionDoesNotDisambiguate` — two sibling
+  cases with identical derived codes both return the same string (v1
+  contract per Q6).
+- Migration sanity test (existing harness in
+  `internal/db/migrations_test.go` if present) — up → down → up.
+
+### §3.7 Acceptance (issue #50)
+
+- [x] `BuildProjectCode` returns `EXMPL.OPNT.567.INF.CFI` for the
+      reference tree (Client EXMPL → Litigation OPNT → Patent
+      EP1234567 → Case `upc.inf.cfi`).
+- [x] Setting `projects.reference = 'CUSTOM-CODE'` on the case
+      returns `CUSTOM-CODE` verbatim.
+- [x] Missing ancestor segments are skipped silently
+      (no `..` collapses, no "?" placeholder).
+- [x] `{{project.code}}` resolves in submission templates.
+- [x] Project header, breadcrumb, picker, Excel `__meta` all show the
+      code when set/derived.
+- [x] Litigation form has a new "Opponent Code" field (DE:
+      "Gegner-Kürzel") with the slug pattern validation. Hidden on
+      non-litigation types.
+- [x] `go build && go test ./internal/... && cd frontend && bun run
+      build` clean.
+
+---
+
+## §4 Open questions for the head
+
+(Head: default to the §2.2 / §3.2 "Pick" recommendations unless something
+material pushes back. Coder shift only after head signs off.)
+
+1. **§2.2 Q1** — Keep column name `our_side`? (Recommend YES; rename
+   touches 11+ Go files + bundled-template wire format for zero gain.)
+2. **§2.2 Q2** — Store 7 sub-roles? (Recommend YES; group-only is
+   lossy.)
+3. **§2.2 Q3** — Hide the field on `litigation` and `patent` too, not
+   just on `client`? (Recommend YES per m's "only on case projects".)
+4. **§2.2 Q6** — German prose forms use feminine grammatical gender
+   (Klägerin, Beklagte) per the existing translation table? Or
+   masculine / neutral? (Recommend feminine to match existing
+   `ourSideDE` — keeps consistency with already-rendered templates.)
+5. **§3.2 Q1** — Add a dedicated `opponent_code` column on
+   litigations? (Recommend YES; regex-on-title is brittle.)
+6. **§3.2 Q2** — Patent segment = last 3 digits (variable for
+   <4-digit numbers)? (Recommend YES, matches m's example.)
+7. **§3.2 Q3** — Case segment drops the jurisdiction prefix from
+   `proceeding_types.code` (so `upc.inf.cfi` → `INF.CFI`, not
+   `UPC.INF.CFI`)? (Recommend YES — jurisdiction is implied by the
+   ancestor client/patent context.)
+8. **§3.2 Q7** — `BuildProjectCode` populates a `code` field on every
+   projected Project JSON (not lazy per-render)? (Recommend YES;
+   simpler consumers, one DB round-trip per list page.)
+9. **§3.2 Q8** — No cache / materialised view in v1? (Recommend YES;
+   profile later if list views get slow.)
+
+---
+
+## §5 Implementation order (coder phase)
+
+1. **Mig 112** (client role widen + backfill) → mig 113 (opponent_code).
+   *Renumbered twice on 2026-05-20 — mig 110 claimed by m/paliad#51 project_type_other; mig 111 claimed by m/paliad#48 project_admin_and_select; boltzmann's gap-tolerant runner hard-fails on collisions so this is a strict rebump.*
+   Run `ls internal/db/migrations/ | tail` first to verify slot
+   availability (boltzmann's gap-tolerant runner means 110 is fine
+   even if 109 was the last applied).
+2. **Backend** — `isValidOurSide`, `ourSideDE/EN`,
+   `derivedCounterclaimOurSide`, new `project_code.go` package
+   + ProjectService wiring + projection `Code` field.
+3. **Frontend** — `ProjectFormFields.tsx` (conditional render + new
+   options + opponent_code field on litigation block), `i18n.ts` keys,
+   `fristenrechner.ts` `ourSideToPerspective` widen, header /
+   breadcrumb / picker code-badge wiring.
+4. **Tests** — pinning tests above; `go test ./internal/...` clean.
+5. **Build verification** — `go build && cd frontend && bun run build`
+   clean.
+6. **Commit per slice** — three commits (migration + backend, frontend,
+   tests) keep review tractable.
+
+---
+
+## §6 Risks & rollback
+
+- **Submission templates in the wild.** Users may have downloaded /
+  customised submission templates that still reference
+  `{{project.our_side_de}}` for `our_side='court'` or `'both'`. After
+  this change those values are unreachable, so the template arm
+  returns `""`. Already the fallback behaviour for unknown values;
+  no breakage, just an empty render. Mention in release notes.
+- **Browser cache.** Users with a stale bundle still see the old
+  "Wir vertreten" form for one cache-bust cycle. The legacy i18n keys
+  stay until housekeeping (§2.4), so labels still resolve.
+- **Migration down path.** Stepping down from 110 restores the old
+  4-value CHECK; new sub-role rows would violate it. The down
+  migration backfills new sub-roles → NULL to stay consistent.
+- **Per-tree opponent_code uniqueness.** Two litigations under the
+  same client with the same `opponent_code` would derive identical
+  case codes. Per Q6 we accept this; users see it in the picker and
+  customise `reference` if it bothers them.
+- **No new env vars, no Dokploy compose change** — both changes are
+  pure code + schema; deploy is the existing main-push → webhook →
+  Dokploy auto-redeploy path.

docs/design-submission-generator-2026-05-19.md

@@ -0,0 +1,784 @@
+# Design — Submission generator (t-paliad-215)
+
+**Author:** copernicus (inventor)
+**Date:** 2026-05-19
+**Issue:** m/paliad (task t-paliad-215, no Gitea issue filed yet)
+**Branch:** `mai/copernicus/inventor-submission`
+**Status:** DESIGN READY FOR REVIEW
+
+---
+
+## §0 TL;DR
+
+Each row in `paliad.deadline_rules` represents a SUBMISSION — a filing,
+hearing, or decision inside a proceeding (`submission_code` shape
+`de.inf.lg.erwidg`, `upc.inf.cfi.soc`, …). The submission generator
+takes a project + a submission_code, pulls a `.docx` template from
+Gitea, merges in project variables (party names, court, case number,
+patent number, our_side, deadline date, legal_source citation, firm
+header), and streams the result to the browser as a download.
+
+- **Scope (locked by m):** template-render to `.docx`. No LLM in v1.
+- **Template registry (locked):** Gitea — same proxy pattern as the
+  existing HL Patents Style `.dotm` in `internal/handlers/files.go`.
+- **Output (locked):** direct download, NO server-side binary
+  persistence. One audit row per generation; the bytes themselves are
+  regenerable from inputs on demand.
+- **Lookup (locked):** fallback chain — firm-specific override →
+  base for the exact `submission_code` → generic for the proceeding
+  family → ultra-generic skeleton.
+- **Slice 1 (locked):** one template, end-to-end, on one project.
+  Pick `de.inf.lg.erwidg` (Klageerwiderung) as the proof template.
+- **AI-drafted body:** explicitly OUT of scope for this task. Lives
+  in §11 as a follow-up sketch only.
+
+This design is read-only. No code, no migrations, no schema
+additions. Implementation gate is m's go/no-go on this doc.
+
+---
+
+## §1 Premises verified live (2026-05-19)
+
+Anchored against the running paliad codebase + youpc Supabase, not
+against CLAUDE.md or memory. Where a claim load-bears the design, it
+was checked against the live system.
+
+| Claim | Verification |
+|---|---|
+| Migration tracker at **102** (next is 103) | `ls internal/db/migrations/` — `102_system_audit_log` is the latest applied. |
+| `paliad.documents` table exists, is empty, no code writes to it yet | `SELECT COUNT(*) FROM paliad.documents` → 0 rows. Columns: `id, title, doc_type, file_path NULLABLE, file_size, mime_type, ai_extracted jsonb, uploaded_by, created_at, updated_at, project_id NOT NULL`. `grep` shows only `export_service.go` (audit-export only) and a comment in `render_spec.go`. No `document_service.go`, no `/api/documents` handler. |
+| `paliad.deadline_rules` carries the submission corpus | 254 total rows, 158 unique `submission_code`s, 214 `published`. Per-row fields used by the generator: `name`, `name_en`, `submission_code`, `primary_party` (claimant/defendant/court/both), `event_type` (filing/hearing/decision), `legal_source` (e.g. `DE.ZPO.276.1`, `UPC.RoP.23.1`), `is_bilateral`. |
+| Slice 1 target row exists in published state | `SELECT … WHERE submission_code='de.inf.lg.erwidg'` → `{name:"Klageerwiderung", name_en:"Statement of Defence", primary_party:"defendant", legal_source:"DE.ZPO.276.1"}`. |
+| Project rows carry all variables we need to merge | `paliad.projects` has `case_number, court, patent_number, filing_date, grant_date, our_side, instance_level, proceeding_type_id, title, reference, client_number, matter_number`. |
+| Party rows carry party variables | `paliad.parties` has `name, role, representative, contact_info jsonb` and is project-scoped via `project_id`. |
+| The HL Patents Style proxy pattern is reusable | `internal/handlers/files.go`: `fileRegistry` map → Gitea raw URL + SHA-based cache + 5-min refresh check + binary download response with `Content-Disposition`. Cache is in-process (`sync.Mutex` over a `map[string]*cacheEntry`). Single web replica today (`docker-compose.yml`), so in-process cache is fine. |
+| Email templates already use `{{.VarName}}` placeholders + a "variable contract" sidebar pattern | `internal/services/email_template_variables.go` — `EmailTemplateVariable{Name, Type, Description, SampleDE, SampleEN}` rendered in `/admin/email-templates`. Submission generator can copy this contract pattern. |
+| Audit infrastructure landed in mig 102 | `paliad.system_audit_log(id, event_type, actor_id, actor_email, scope, scope_root, metadata jsonb, created_at, updated_at)` — submission_generated events slot straight in. |
+| Branding source is `internal/branding.Name` | Default `"HLC"`, overridable via `FIRM_NAME`. Inlined into client bundles by `frontend/build.ts`. Submission templates honour this via the `{{firm.name}}` placeholder. |
+| `paliad.can_see_project(project_id)` is the canonical visibility predicate | mig 055; `internal/services/visibility.go` mirrors it. Generator gates on this; no new auth surface. |
+| Paliadin runs on the aichat backend (mRiver) with persona system | `internal/services/aichat_paliadin.go` + `personas.yaml` in `m/mAi/internal/aichat/persona/`. Owner-gated to `PaliadinOwnerEmail = matthias.siebels@hoganlovells.com`. A future AI-drafted body would be a new persona, not a new Go service. |
+
+**Doc-vs-live conflicts found:** none material for this design.
+`docs/project-status.md` still lists "Phase H AI Frist-Extraktion
+deferred" — this design does NOT revive Phase H (different surface;
+this is template merge, not document understanding).
+
+---
+
+## §2 m's decisions (2026-05-19)
+
+Locked via AskUserQuestion before drafting the rest of the design.
+
+| # | Question | m's pick | Inventor recommended? |
+|---|---|---|---|
+| Q1 | Generator scope (template / AI-draft / brief / other) | **Template-render to `.docx`** | ✅ yes |
+| Q2 | Template registry (Gitea / paliad DB / hybrid) | **Gitea** | ✅ yes |
+| Q3 | Output flow (download-only / persist binary / attach to Frist) | **Direct download, no server-side binary** | ✅ yes |
+| Q4 | Mapping (fallback chain / 1:1 / 1:N user picks) | **Fallback chain** | ✅ yes |
+| Q5 | Slice 1 scope (1 template / 3–5 templates / full corpus / skeleton-only) | **One template, end-to-end on one project** (`de.inf.lg.erwidg` Klageerwiderung) | ✅ yes |
+
+Inventor-defaulted (not asked because there's a clear right answer or
+because the question is implementation-level, not architecture-level):
+
+| # | Topic | Default | Reasoning |
+|---|---|---|---|
+| D1 | Variable engine | `{{path.dot.notation}}` placeholders in the .docx body, replaced via a Go library that handles run-fragmentation | Matches the existing email-template `{{.Var}}` shape lawyers already see in `/admin/email-templates`. See §6. |
+| D2 | Authorization | Project-team visibility only (`paliad.can_see_project`) + audit row | Matches every other write surface in paliad. No profession floor (generation is read-only on source data and produces a draft, not a binding action). |
+| D3 | Naming convention | `{rule.name}-{project.case_number}-{YYYY-MM-DD}.docx`, slashes → underscores, FIRM_NAME-aware | Mirrors how lawyers name files manually. See §7. |
+| D4 | Missing-variable behaviour | Render `[KEIN WERT: {field}]` / `[NO VALUE: {field}]` marker inline | Lets the lawyer see the gap in Word, fix in paliad, regenerate. Better than 400ing. |
+| D5 | Editor surface | Gitea-only for v1 (admin edits .docx in Word, commits to mWorkRepo) | A paliad uploader UI is Phase 2 affordance if Gitea round-trip is painful. |
+| D6 | AI-drafted body | OUT of scope for this task | §11 sketches the natural follow-up shape (new aichat persona) but does not commit to it. |
+
+---
+
+## §3 Architecture overview
+
+```
+┌────────────────────────────────────────────────────────────────────────┐
+│ Project detail page                                                    │
+│  ├─ "Submissions" panel (or button row)                                │
+│  │     [Generate Klageerwiderung] [Generate Klageerhebung] [...]      │
+│  │     Each button enabled iff a template exists for that             │
+│  │     submission_code AND user passes paliad.can_see_project.        │
+│  └─ Click → POST /api/projects/{id}/submissions/{code}/generate       │
+└──────────────────────────────────┬─────────────────────────────────────┘
+                                   │
+                                   ▼
+┌────────────────────────────────────────────────────────────────────────┐
+│ handlers/submissions.go (NEW)                                           │
+│   1. Auth: UserIDFromContext + can_see_project gate                    │
+│   2. Load deadline_rule by submission_code                             │
+│   3. Resolve template via fallback chain (TemplateRegistry)            │
+│   4. Build variable bag (services/submission_vars.go)                  │
+│   5. Render via SubmissionRenderer (services/submission_render.go)     │
+│   6. Write paliad.documents audit row (NO file_path)                   │
+│   7. Write paliad.system_audit_log entry (event_type=                  │
+│      'submission.generated')                                            │
+│   8. Stream .docx bytes with Content-Disposition: attachment           │
+└──────────────────────────────────┬─────────────────────────────────────┘
+                                   │ (template fetch)
+                                   ▼
+┌────────────────────────────────────────────────────────────────────────┐
+│ TemplateRegistry (services/submission_templates.go) — NEW              │
+│   • In-process cache (same shape as handlers/files.go cacheEntry)      │
+│   • Lookup path:                                                        │
+│       (1) templates/{FIRM_NAME}/{submission_code}.docx                  │
+│       (2) templates/_base/{submission_code}.docx                        │
+│       (3) templates/_base/{proceeding_family}.docx (e.g. upc.inf.cfi)  │
+│       (4) templates/_base/_skeleton.docx                                │
+│   • Fetched from m/mWorkRepo via Gitea raw URL                         │
+│   • 5-min SHA refresh check (identical pattern to files.go)            │
+└──────────────────────────────────┬─────────────────────────────────────┘
+                                   │
+                                   ▼
+                            Gitea: m/mWorkRepo
+                              templates/HLC/de.inf.lg.erwidg.docx
+                              templates/_base/de.inf.lg.erwidg.docx
+                              templates/_base/de.inf.lg.docx
+                              templates/_base/_skeleton.docx
+```
+
+**No new tables.** `paliad.documents` already exists; we write audit
+rows there but leave `file_path` NULL. The fallback chain uses
+filesystem-style paths inside the existing Gitea repo; no
+`submission_templates` table needed for Slice 1.
+
+---
+
+## §4 Slice 1 — what ships first
+
+Locked by Q5: **one template, end-to-end, on one project.**
+
+### 4.1 Target submission
+
+**`de.inf.lg.erwidg`** — Klageerwiderung (DE Verletzungs-LG).
+Reasoning:
+
+- High-frequency submission in patent practice; lawyers draft these
+  often enough that the tool earns its keep on day 1.
+- `primary_party='defendant'` — exercises the our_side variable.
+- `legal_source='DE.ZPO.276.1'` — exercises citation injection.
+- Pure-DE (no UPC complexity); easier first template for HLC's
+  Munich/Düsseldorf practice to author and review.
+- Klageerhebung (`de.inf.lg.klage`) is an obvious alternative; either
+  works. m can flip the target in his decision review if Klageerhebung
+  is the better proof case.
+
+### 4.2 Surfaces in Slice 1
+
+- **Project detail page** — new "Submissions" panel listing every
+  submission_code from the project's `proceeding_type` (via existing
+  `DeadlineRuleService`) with a `[Generieren]` button per row. Button
+  is enabled iff a template resolves AND `event_type='filing'` (no
+  `[Generieren]` on hearings/decisions — those don't have submissions).
+- **Project detail API** — `GET /api/projects/{id}/submissions` returns
+  the list of (submission_code, name, has_template) so the frontend
+  can render enabled/disabled state.
+- **Generate endpoint** — `POST /api/projects/{id}/submissions/{code}/generate`
+  returns `application/vnd.openxmlformats-officedocument.wordprocessingml.document`
+  with `Content-Disposition: attachment; filename="..."`.
+
+Slice 1 does NOT add:
+
+- A `/admin/submission-templates` editor (Gitea is the editor).
+- A Frist-detail "Generate" button (project-detail only in Slice 1;
+  Frist-level surface is a Slice 2 affordance).
+- A "Submissions" tab as a dedicated page (project-detail panel only).
+- Per-firm overrides beyond `templates/HLC/...` (the fallback chain is
+  WIRED but the only override directory exercised in Slice 1 is HLC).
+- The variable-contract sidebar UI (mirrors email-template editor) —
+  the contract is documented in §6 as code constants, surfaced as a
+  Slice 2 admin affordance.
+
+### 4.3 Slice 1 LoC estimate (informational, no time estimate)
+
+| File | Approx |
+|---|---|
+| `internal/handlers/submissions.go` (NEW) | 180 |
+| `internal/services/submission_templates.go` (NEW — registry + Gitea proxy, reuses files.go cache idea) | 200 |
+| `internal/services/submission_vars.go` (NEW — variable bag builder) | 220 |
+| `internal/services/submission_render.go` (NEW — docx merge engine wrapper) | 120 |
+| `internal/services/submission_render_test.go` (placeholder coverage + missing-var marker) | 180 |
+| `frontend/src/components/SubmissionsPanel.tsx` (NEW) | 80 |
+| `frontend/src/client/submissions.ts` (NEW — fetch + download) | 60 |
+| Wiring in `cmd/server/main.go` + `internal/handlers/handlers.go` | 30 |
+| i18n keys (`submissions.*`) DE+EN | 20 |
+| **Total** | **~1090 LoC** |
+
+Plus: ONE `.docx` template authored by HLC at
+`m/mWorkRepo/templates/HLC/de.inf.lg.erwidg.docx`, lawyer-reviewed
+before Slice 1 closes.
+
+---
+
+## §5 Template registry (Gitea-backed)
+
+### 5.1 Gitea layout
+
+```
+m/mWorkRepo (existing repo)
+└── templates/
+    ├── HLC/                              # FIRM_NAME-keyed override dir
+    │   └── de.inf.lg.erwidg.docx        # Slice 1 ships THIS file
+    ├── _base/                            # Cross-firm baseline
+    │   ├── de.inf.lg.erwidg.docx        # (Phase 2+)
+    │   ├── de.inf.lg.docx                # proceeding-family fallback
+    │   ├── upc.inf.cfi.docx              # (Phase 2+)
+    │   └── _skeleton.docx                # ultra-generic fallback
+    └── README.md                         # placeholder reference for authors
+```
+
+Naming convention is the submission_code with a `.docx` suffix.
+Proceeding-family fallback is the submission_code's first two
+dot-segments (`de.inf.lg` from `de.inf.lg.erwidg`).
+
+### 5.2 Lookup algorithm
+
+```go
+// services/submission_templates.go
+func (r *TemplateRegistry) Resolve(ctx context.Context, code string) (Template, error) {
+    firm := branding.Name                 // "HLC", or whatever FIRM_NAME is
+    family := familyOf(code)              // "de.inf.lg" from "de.inf.lg.erwidg"
+    candidates := []string{
+        fmt.Sprintf("templates/%s/%s.docx", firm, code),
+        fmt.Sprintf("templates/_base/%s.docx", code),
+        fmt.Sprintf("templates/_base/%s.docx", family),
+        "templates/_base/_skeleton.docx",
+    }
+    for _, path := range candidates {
+        if tmpl, ok := r.fetch(ctx, path); ok {
+            return tmpl, nil
+        }
+    }
+    return Template{}, ErrNoTemplate
+}
+```
+
+`fetch` does the same SHA-cache dance `handlers/files.go` already
+does, scoped to the templates subtree.
+
+### 5.3 Gitea auth
+
+Reuses `GITEA_TOKEN` env var that already exists for the HL Patents
+Style proxy. `m/mWorkRepo` is the same repo, same access token. No
+new secret to configure.
+
+### 5.4 What happens when no template resolves
+
+The fallback chain ends at `_skeleton.docx`. The skeleton is an
+intentionally bare-bones .docx (firm letterhead + party block + court
+address + case number + signature stub) that ships as part of the
+initial template set. In practice every Generate request resolves to
+something — but if even the skeleton 404s (misconfigured repo), the
+generator returns `503` with a clear error, the SubmissionsPanel
+button surfaces "Vorlagen-Repository nicht erreichbar".
+
+---
+
+## §6 Variable interpolation
+
+### 6.1 Engine
+
+Plain text replacement of `{{path.dot.notation}}` placeholders in the
+.docx body. Whitespace inside braces is trimmed
+(`{{ project.case_number }}` ≡ `{{project.case_number}}`).
+
+Implementation: a Go library that handles Word's run-fragmentation
+correctly (Word may split `{{project.case_number}}` across multiple
+`<w:r>` runs during editing; naive find/replace breaks). Candidates:
+
+- **`github.com/lukasjarosch/go-docx`** (~2k stars, MIT, pure Go,
+  maintained). Handles run-merging before replacement. **Inventor
+  recommendation.**
+- `github.com/nguyenthenguyen/docx` — older, less active.
+- Custom in-house implementation — ~200 LoC for a minimal robust
+  replacer that walks the document XML and merges runs that fall
+  inside a `{{…}}` span. Fallback if the library doesn't pan out.
+
+Slice 1: try `lukasjarosch/go-docx` first; if it has dealbreaker bugs
+(e.g. blows up on Word's autocorrect runs), fall back to the in-house
+~200 LoC walker. The library choice is an implementation detail; the
+placeholder syntax stays the same either way.
+
+### 6.2 Variable contract (v1 placeholder set)
+
+```
+{{firm.name}}                        — HLC (or whatever FIRM_NAME is)
+{{firm.signature_block}}             — Phase 2; v1 renders empty string
+
+{{today}}                            — 2026-05-19 (ISO)
+{{today.long_de}}                    — "19. Mai 2026"
+{{today.long_en}}                    — "19 May 2026"
+
+{{user.display_name}}                — "Maria Schmidt"
+{{user.email}}                       — "maria.schmidt@hlc.com"
+{{user.office}}                      — "Munich"
+
+{{project.title}}                    — paliad.projects.title
+{{project.reference}}                — paliad.projects.reference
+{{project.case_number}}              — paliad.projects.case_number
+{{project.court}}                    — paliad.projects.court
+{{project.patent_number}}            — paliad.projects.patent_number
+{{project.filing_date}}              — ISO date
+{{project.grant_date}}               — ISO date
+{{project.our_side}}                 — "claimant" | "defendant"
+{{project.our_side_de}}              — "Klägerin" | "Beklagte"
+{{project.instance_level}}           — "lg" | "olg" | "bgh" | ...
+{{project.proceeding.code}}          — e.g. "de.inf.lg"
+{{project.proceeding.name}}          — Verletzungsklage am Landgericht
+{{project.client_number}}            — paliad.projects.client_number
+{{project.matter_number}}            — paliad.projects.matter_number
+
+{{parties.claimant.name}}            — first paliad.parties row with role='claimant'
+{{parties.claimant.representative}}  — paliad.parties.representative
+{{parties.defendant.name}}           — first row with role='defendant'
+{{parties.defendant.representative}} — paliad.parties.representative
+{{parties.other.name}}               — first row with role NOT IN ('claimant','defendant') — court, intervener, etc.
+
+{{rule.submission_code}}             — "de.inf.lg.erwidg"
+{{rule.name}}                        — "Klageerwiderung"
+{{rule.name_en}}                     — "Statement of Defence"
+{{rule.legal_source}}                — "DE.ZPO.276.1"
+{{rule.legal_source_pretty}}         — "§ 276 Abs. 1 ZPO"
+{{rule.primary_party}}               — "defendant"
+{{rule.event_type}}                  — "filing"
+
+{{deadline.due_date}}                — date of the next pending deadline for this rule on this project
+{{deadline.due_date_long_de}}        — "26. Juni 2026"
+{{deadline.computed_from}}           — anchor description (e.g. "Klageerhebung am 12.05.2026 +6 Wochen")
+```
+
+Per-firm extensions (e.g. `{{firm.signature_block}}` filled from a
+table) are Phase 2.
+
+### 6.3 Variable bag construction
+
+`services/submission_vars.go` builds a flat `map[string]string`
+keyed by the dotted-path placeholders above. One pass over:
+
+1. `branding.Name` for `{{firm.*}}`
+2. `time.Now()` (with `Europe/Berlin` locale for the long forms) for
+   `{{today.*}}`
+3. `userService.GetByID()` for `{{user.*}}`
+4. `projectService.GetByID()` for `{{project.*}}`
+5. `partyService.ListByProject()` for `{{parties.*}}`
+6. `deadlineRuleService.GetByCode()` for `{{rule.*}}`
+7. `deadlineService.NextByRuleOnProject()` for `{{deadline.*}}`
+
+Missing values render as `[KEIN WERT: {dotted.path}]` (DE) or
+`[NO VALUE: {dotted.path}]` (EN) based on user locale. This is by
+design — the lawyer sees the gap in Word, fixes it (either in Word
+or in paliad and regenerates), rather than getting a 400 with a list
+of missing fields they then have to chase.
+
+### 6.4 Pretty-printing the legal_source
+
+`legal_source` in the rule corpus is shorthand
+(`DE.ZPO.276.1`, `UPC.RoP.23.1`). Lawyers don't want that in a brief;
+they want `§ 276 Abs. 1 ZPO` or `Rule 23.1 RoP UPC`.
+
+Slice 1 ships a small pretty-printer (`legalSourcePretty`) that knows
+the families we currently use:
+
+| Prefix | Pretty form (DE) | Pretty form (EN) |
+|---|---|---|
+| `DE.ZPO.<§>.<Abs>` | `§ <§> Abs. <Abs> ZPO` | `Section <§>(<Abs>) ZPO` |
+| `DE.ZPO.<§>` | `§ <§> ZPO` | `Section <§> ZPO` |
+| `UPC.RoP.<Rule>.<Sub>` | `Regel <Rule>.<Sub> VerfO UPC` | `Rule <Rule>.<Sub> RoP UPC` |
+| `UPC.RoP.<Rule>` | `Regel <Rule> VerfO UPC` | `Rule <Rule> RoP UPC` |
+| `DE.PatG.<§>` | `§ <§> PatG` | `Section <§> PatG` |
+| `EPC.<Art>` | `Art. <Art> EPÜ` | `Art. <Art> EPC` |
+| (unknown) | original string | original string |
+
+Unrecognised prefixes pass through unchanged (better than an
+incorrect prettification). The function is pure and unit-tested.
+
+---
+
+## §7 File naming
+
+Generated file name:
+
+```
+{rule.name}-{project.case_number}-{YYYY-MM-DD}.docx
+```
+
+Concrete example for the Slice 1 happy path:
+
+```
+Klageerwiderung-2 O 123_25-2026-05-19.docx
+```
+
+Rules:
+
+- `rule.name` honours user locale (`Klageerwiderung` for DE,
+  `Statement of Defence` for EN).
+- `project.case_number` slash/backslash → underscore (Word file name
+  hygiene), other characters preserved.
+- Date is ISO at server-local (`Europe/Berlin`) date.
+- If `project.case_number` is empty → fall back to a short hash of
+  `project_id` (8 hex chars) so the file still has a stable identifier
+  the lawyer can rename without losing track.
+
+---
+
+## §8 Authorization
+
+- **Visibility gate:** `paliad.can_see_project(project_id)` — anyone
+  who can see the project can generate. Matches every other write
+  surface on the project. The endpoint inlines the predicate;
+  unauthorised callers get 404 (not 403, to avoid project
+  enumeration).
+- **No profession floor.** A paralegal can generate a draft of a
+  Klageerwiderung; the draft is a Word doc that needs the associate's
+  approval downstream (in Word, on the document itself). Adding an
+  approval gate on generation would slow the workflow without
+  preventing anything that paliad's existing approval system doesn't
+  already cover at the substantive-act layer.
+- **Owner gate (Paliadin) does NOT apply.** This is the
+  submission-template engine, not Paliadin. All paliad users get the
+  feature once a template exists for the proceeding their project is
+  in.
+
+---
+
+## §9 Audit trail
+
+Two records per generation:
+
+### 9.1 `paliad.documents` row (audit-only, no binary)
+
+```sql
+INSERT INTO paliad.documents (id, title, doc_type, file_path, file_size,
+                              mime_type, ai_extracted, uploaded_by,
+                              project_id)
+VALUES (gen_random_uuid(),
+        '{rule.name} (generiert {YYYY-MM-DD})',
+        'generated_submission',           -- new doc_type value
+        NULL,                              -- no on-disk path
+        NULL,                              -- no file size (binary not persisted)
+        'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+        jsonb_build_object(
+            'submission_code', $1,
+            'template_path',  $2,         -- the gitea path we resolved
+            'template_sha',   $3,         -- pinned SHA from the cache fetch
+            'firm',           $4),
+        $user_id,
+        $project_id);
+```
+
+- `doc_type='generated_submission'` is a new value; no CHECK constraint
+  on doc_type today so this is additive.
+- `file_path NULL` is the marker that says "regenerate from inputs on
+  demand". The /api/projects/{id}/documents listing UI (Phase 2) will
+  surface a `[Erneut generieren]` action for these rows.
+- `ai_extracted` jsonb is repurposed for generation provenance
+  (template SHA, firm at time of generation). Naming is unfortunate
+  but the column shape fits; renaming the column is out of scope for
+  this task.
+
+### 9.2 `paliad.system_audit_log` row
+
+```sql
+INSERT INTO paliad.system_audit_log (event_type, actor_id, actor_email,
+                                     scope, scope_root, metadata)
+VALUES ('submission.generated',
+        $user_id,
+        $user_email,
+        'project',
+        $project_id::text,
+        jsonb_build_object(
+            'submission_code', $1,
+            'template_path',  $2,
+            'template_sha',   $3,
+            'document_id',    $document_id,
+            'firm',           $4));
+```
+
+Mirrors the existing `system_audit_log` event_type convention
+(`*.created`, `*.updated`, etc., from t-paliad-214).
+
+### 9.3 Verlauf entry (project event)
+
+`paliad.project_events` gets a row with `event_type='submission_generated'`
+and `timeline_kind='custom_milestone'` so the generation surfaces in
+SmartTimeline's audit-log toggle and on the project's Verlauf list.
+This is the user-visible footprint; the `system_audit_log` entry is
+the admin-visible audit footprint.
+
+---
+
+## §10 Frontend surface
+
+### 10.1 Slice 1 — SubmissionsPanel on project detail
+
+A new panel below the existing Verlauf / Deadlines panels on
+`/projects/{id}`:
+
+```
+┌─────────────────────────────────────────────────────────────────┐
+│ Schriftsätze                                                    │
+├─────────────────────────────────────────────────────────────────┤
+│ Klageerhebung                          [— Vorlage fehlt]        │
+│ Klageerwiderung                        [Generieren ↓]            │
+│ Replik                                 [— Vorlage fehlt]        │
+│ Duplik                                 [— Vorlage fehlt]        │
+└─────────────────────────────────────────────────────────────────┘
+```
+
+- Filter: only `event_type='filing'` rules from the project's
+  `proceeding_type` are listed. Hearings and decisions don't have
+  submissions.
+- Per-row state: `has_template` returned by
+  `GET /api/projects/{id}/submissions`. Disabled buttons show the
+  "Vorlage fehlt" hint (German default, English in EN locale).
+- Click `[Generieren ↓]` → POST → browser triggers download.
+- `aria-busy="true"` on the panel while a generation is in flight
+  (cheap, but lawyers feel slow networks).
+
+### 10.2 Out of scope for Slice 1
+
+- A standalone `/submissions` index page.
+- A Frist-detail "Generate" button.
+- A picker for template variants (1:N) — locked to fallback chain
+  (Q4), which is 1:1 from the user's perspective.
+- An "edit project, then regenerate" loop on the same UI.
+
+---
+
+## §11 AI-drafted body (deferred — sketch only)
+
+NOT in scope for t-paliad-215. Documented here so the next inventor
+picking up the "AI Klageerwiderung body" task has a clear starting
+shape.
+
+The natural fit: a new aichat persona (e.g. `paliadin-draft`) on
+mRiver, parallel to the existing `paliadin` persona.
+
+```
+{{ai.draft_body}}    # placeholder in the template
+
+→ generator detects {{ai.*}} placeholders in the template
+→ POSTs to aichat with persona=paliadin-draft + context:
+    - project state (variables already built)
+    - relevant project notes (paliad.notes)
+    - the deadline_rule corpus (rule + family)
+    - HL Patents Style guide chunks (RAG, eventually)
+→ aichat returns Markdown body
+→ generator injects into the .docx as one or more <w:p> paragraphs
+  (Word-friendly Markdown → docx mapping needed; substantive
+  formatting question for that follow-up)
+```
+
+Open shape questions for that follow-up (NOT for this design):
+
+- One persona per submission type, or one persona that branches on
+  `submission_code` in its system prompt?
+- Owner gate (m only) like current paliadin, or open to all
+  authenticated users?
+- Approval gate before the AI body lands in the .docx?
+- Cost accounting per generation?
+- Where does the prose context come from (notes / uploaded patent
+  spec / prior pleadings)?
+
+Re-uses, when that task fires:
+
+- This task's template engine, variable contract, fallback chain,
+  audit trail — all unchanged.
+- Just a new placeholder family (`{{ai.*}}`) + a new aichat persona +
+  a new admin gate.
+
+---
+
+## §12 Slice plan beyond Slice 1
+
+| Slice | Scope |
+|---|---|
+| 1 | One template (`de.inf.lg.erwidg`), engine + fallback chain + audit + SubmissionsPanel on project detail. THIS DESIGN. |
+| 2 | 3–5 more templates (Klageerhebung, SoC `upc.inf.cfi.soc`, SoD `upc.inf.cfi.sod`, Berufungsbegründung `de.inf.olg.begruendung`). Template authoring effort, no new architecture. |
+| 3 | Variable-contract sidebar in a new `/admin/submission-templates` page (mirrors `/admin/email-templates` shape). Shows what placeholders exist, with samples. Does NOT add an uploader UI — Gitea remains the editor. |
+| 4 | Per-firm override directory exercised (first non-HLC firm onboarded). |
+| 5 | Frist-detail "Generate" button + paliad.documents.deadline_id FK (mig 103+) for per-Frist draft history. |
+| 6 | (Separate task) AI-drafted body via Paliadin persona — see §11. |
+| 7 | (Future) Paliad UI uploader as alternative to Gitea, if the round-trip is friction. |
+
+Slices 2–5 are roadmap markers, not commitments — m decides cadence.
+
+---
+
+## §13 Trade-offs flagged
+
+1. **No binary persistence is a deliberate retention choice.** If a
+   lawyer regenerates after the project state changes (party renamed,
+   case_number corrected), the "regenerated" doc differs from the
+   "original generated" doc. This is a feature, not a bug — the source
+   of truth is paliad's project state, and the .docx is a derivative.
+   But the lawyer needs to be aware: there is no "what did I generate
+   last Thursday" recovery without re-saving locally. The
+   `paliad.documents` audit row records WHAT was generated (template
+   SHA + project state hash, optionally), but not the bytes.
+
+2. **Gitea round-trip for template edits is friction.** Template
+   authors edit `.docx` in Word, save, drag to Gitea web UI (or push
+   from a local clone). The 5-min SHA cache means edits surface
+   within 5 minutes (or instantly via `POST /api/files/refresh` —
+   already wired for the HL Patents Style template). If lawyers
+   complain, Phase 7 adds an in-paliad uploader. Until then, Gitea is
+   the editor.
+
+3. **Variable contract changes are coordinated edits.** Adding a new
+   `{{project.*}}` placeholder needs both a code change (var bag) AND
+   template edits (templates won't auto-discover new placeholders).
+   The variable-contract sidebar (Slice 3) is the mitigation —
+   template authors see what's available without reading the Go code.
+
+4. **`lukasjarosch/go-docx` library risk.** ~2k stars, MIT, maintained
+   — but it's a third-party dep we haven't used before. Fallback is
+   the in-house ~200-LoC walker. The placeholder syntax doesn't change
+   either way; Slice 1 can swap engines without touching templates or
+   callers.
+
+5. **`paliad.documents.ai_extracted` is repurposed for generation
+   provenance.** Slightly ugly naming because the column was added for
+   Phase H (AI Frist-Extraktion), which never shipped. Renaming the
+   column to something like `metadata` is out of scope for this task
+   but should be folded into the migration that lands when Phase 5
+   adds `deadline_id`.
+
+6. **`paliad.parties.role='claimant'`** — multiple claimants on a
+   project (multi-party suit) → Slice 1 picks the first row. v1
+   shortcut. Templates needing multi-claimant blocks become Phase 2
+   work (with a `{{#each parties.claimants}}` shape on top of
+   `lukasjarosch/go-docx`'s loop support).
+
+7. **No Word-side `MERGEFIELD` support.** Lawyers who insert Word
+   merge fields (via Insert → Quick Parts → Field) instead of typing
+   `{{…}}` will get untouched MERGEFIELD codes in the rendered output.
+   Decision: standardise on `{{…}}` syntax (cheap to type, visible
+   in the template, predictable). Document this in the `templates/
+   README.md`.
+
+8. **No template versioning UI.** Gitea provides git history; that's
+   the canonical version trail. Bumping to "use template X as of
+   commit Y" for an old project is a manual git-checkout-and-pin
+   exercise. Phase 2+ if anyone asks; not today.
+
+---
+
+## §14 Open follow-ups (NOT blocking)
+
+These items are NOT m-decisions; they're follow-ups for the coder
+shift or future inventor passes:
+
+- **Template authoring effort.** Slice 1 needs HLC to author/review
+  the actual Klageerwiderung template. That's a legal-review task that
+  can run in parallel with the engine code (template uploaded last
+  before the slice ships). Coordinate with m on who reviews.
+- **English version of `legalSourcePretty`.** Pretty-printer table in
+  §6.4 needs an EN column for every prefix — populated from existing
+  glossary entries where possible.
+- **i18n key sweep.** `submissions.*` namespace; ~20 keys for Slice 1
+  (panel title, button labels, "Vorlage fehlt" hints, error messages
+  for 503/404/422).
+- **README for template authors.** A `templates/README.md` in
+  m/mWorkRepo listing the available placeholders + naming convention
+  + a screenshot of a working template. Coder ships this alongside
+  Slice 1.
+- **CLAUDE.md update.** Add a "Submission templates" section
+  documenting the Gitea proxy, placeholder syntax, and the
+  `submission.generated` audit event_type.
+- **Cleanup task for `ai_extracted` naming.** Issue + Phase 5 mig.
+
+---
+
+## §15 What this design does NOT do
+
+To set the scope boundary cleanly:
+
+- ❌ Generate PDFs.
+- ❌ Generate emails or any non-.docx format.
+- ❌ Edit `.docx` files inside paliad (no in-browser Word editor).
+- ❌ Upload .docx to NetDocuments or any external DMS.
+- ❌ Translate templates DE↔EN automatically.
+- ❌ Validate the generated draft against any legal rule.
+- ❌ Sign, certify, or notarise the output.
+- ❌ Send the draft to court / e-filing.
+- ❌ AI-draft any prose. (See §11.)
+- ❌ Provide a paliad-UI template editor. (Gitea is the editor.)
+- ❌ Persist generated .docx bytes server-side. (Audit row only.)
+- ❌ Add a new database table. (`paliad.documents` is enough for v1.)
+- ❌ Require a database migration. (Slice 1 is migration-free.)
+
+Each of these is a defensible future-scope item; none belong in
+Slice 1.
+
+---
+
+## §16 Recommended implementer
+
+Pattern-fluent Sonnet coder. The substrate is well-trodden:
+
+- Gitea proxy + cache: `internal/handlers/files.go` is the template
+  to lift.
+- Variable contract pattern: `internal/services/email_template_variables.go`
+  is the template to mirror (different surface, identical shape).
+- Visibility gate: `internal/services/visibility.go` +
+  `paliad.can_see_project()` — standard everywhere.
+- Audit insert: `paliad.system_audit_log` (mig 102) + `paliad.documents`
+  (existing table, first writer).
+- Frontend SubmissionsPanel: stock TSX + client/.ts pattern, same shape
+  as the existing CardLayout / EventsList panels.
+
+The only novel piece is the docx merge library integration — that's a
+~200 LoC isolated module the coder can prototype on a sample .docx
+before wiring into the project flow.
+
+NOT cronus per project memory directive.
+
+---
+
+## §17 Acceptance criteria for Slice 1
+
+The coder considers Slice 1 done when:
+
+1. Pushing a `.docx` to `m/mWorkRepo/templates/HLC/de.inf.lg.erwidg.docx`
+   and visiting any project with `proceeding_type=de.inf.lg` surfaces
+   a `[Generieren]` Klageerwiderung button.
+2. Clicking it downloads a `.docx` named per §7 with all §6.2
+   placeholders resolved (or `[KEIN WERT: …]` markers for genuinely
+   missing project fields).
+3. Opening the downloaded .docx in Word renders cleanly (no run
+   fragmentation artefacts, no broken styles).
+4. A row appears in `paliad.documents` with `doc_type='generated_submission'`,
+   `file_path=NULL`, and `ai_extracted` jsonb carrying the template
+   path + SHA.
+5. A row appears in `paliad.system_audit_log` with `event_type='submission.generated'`.
+6. A row appears in `paliad.project_events` with
+   `event_type='submission_generated'` and shows up in the project's
+   Verlauf / SmartTimeline.
+7. Calling the endpoint without project visibility returns 404.
+8. Calling the endpoint with no template anywhere in the fallback
+   chain returns 503 with a clear error.
+9. Unit tests cover: placeholder rendering happy path, missing-var
+   marker, fallback chain (all 4 levels), file naming, slash
+   sanitization, legalSourcePretty for every prefix in §6.4.
+10. `go build ./... && go vet ./... && go test ./... && bun run build`
+    all clean.
+11. Manual test on the live database (test admin
+    `tester@hlc.de` per memory) against a project with a real
+    `de.inf.lg` proceeding succeeds end-to-end.
+
+---
+
+## §18 Approval gate
+
+Per inventor SKILL.md and project CLAUDE.md: this design needs m's
+go/no-go before any coder is hired. After m approves:
+
+- The head decides whether to hire the same worker as `/mai-coder`
+  with this design as the brief, or a fresh coder.
+- A coder shift takes this doc as the spec, ships Slice 1, opens a
+  PR (no self-merge — maria's gate).
+- Phase 11 (AI-drafted body) is a SEPARATE task — not auto-spawned.
+
+Inventor parks here.

docs/design-user-checklists-2026-05-20.md

@@ -0,0 +1,918 @@
+# User-authored checklists: authoring, sharing, admin-promotion
+
+**Task:** t-paliad-225 — Gitea m/paliad#61
+**Inventor:** dirac, 2026-05-20
+**Branch:** `mai/dirac/user-checklists`
+**Status:** DESIGN READY FOR REVIEW
+
+## 1. Problem statement
+
+Paliad ships a curated catalog of UPC / DE / EPA checklists today
+(`internal/checklists/templates.go`, 6 templates). Users instantiate them
+on Akten and check items off; per-instance state lives in
+`paliad.checklist_instances` and is gated by the parent project's
+team-based visibility.
+
+m wants three new capabilities (m 2026-05-20 14:14):
+
+1. **User-authored templates** — any non-`global_admin` can create a
+   checklist template they own (title, sections, items, references).
+2. **Sharing** — author shares with specific colleagues, an Office, a
+   Dezernat (partner-unit), a project team, or the whole firm.
+3. **Admin promotion to global** — `global_admin` promotes an authored
+   template into the firm-wide catalog so it appears alongside the
+   curated UPC/DE/EPA templates for every user.
+
+This design covers all three across three sequential slices.
+
+## 2. Premises verified live (load-bearing findings)
+
+The Gitea issue body says "Add `owner_id uuid NULL` to
+`paliad.checklists`". That table **does not exist**. Verifying against
+the live DB and the code corrected several premises:
+
+- **`paliad.checklists` does NOT exist as a DB table.** Templates today
+  are pure Go data in `internal/checklists/templates.go` (6 entries,
+  ~310 lines), served by `internal/handlers/checklists.go` via
+  `checklists.Summaries()` and `checklists.Find(slug)`. The DB has
+  `paliad.checklist_instances` (per-user state) and
+  `paliad.checklist_feedback` (a thumbs-up/down sink). That's it. The
+  design has to introduce `paliad.checklists` from scratch.
+
+- **`paliad.checklist_instances.template_slug` is `text` with no FK** —
+  validity is enforced in `ChecklistInstanceService.Create` against the
+  static Go registry. This is what lets the design keep the static
+  catalog as one source of truth and add the DB catalog as a parallel
+  source: instance creation just resolves the slug against the merged
+  view and snapshots the template body.
+
+- **Migration tracker live = 106; on-disk head = 111.** Five unapplied
+  on-disk migrations (107 caldav-binding-id, 108 mkcalendar-capability,
+  109 user_dashboard_layouts, 110 project_type_other, 111
+  project_admin_and_select — gauss's t-paliad-223 Slice A, m-locked
+  today). At inventor time the next free slot is **112**. The coder
+  MUST re-verify with `ls internal/db/migrations/ | tail` at shift
+  start — the slot can drift if other branches merge first.
+
+- **`paliad.effective_project_admin(_user_id, _project_id)` lands with
+  migration 111** (gauss, today). Mirrors `can_see_project`'s shape:
+  STABLE SECURITY DEFINER, ltree ancestor walk against `projects.path`,
+  branches on global_admin shortcut + project_teams responsibility =
+  'admin'. **Used by this design** to gate the "Make global" button (we
+  reuse the global_admin shortcut, not the project-admin branch — see
+  §4.4) and as the precedent for any new STABLE SECURITY DEFINER
+  predicates we add.
+
+- **`paliad.system_audit_log` (mig 102) is the org-scope audit sink.**
+  Columns: `event_type` (free-text), `actor_id`, `actor_email`,
+  `scope` ∈ {org, project, personal}, `scope_root uuid`,
+  `metadata jsonb`. RLS: self-read for the actor +
+  global_admin read-all. **Pattern to follow:** insert event row at
+  state transition (see `ExportService.WriteAuditRow` in
+  `internal/services/export_service.go:1120` for the canonical shape).
+
+- **`paliad.project_events`** is the project-timeline audit sink and is
+  already wired for checklist instance lifecycle events
+  (`checklist_created`, `_renamed`, `_unlinked`, `_linked`, `_reset`,
+  `_deleted`). We do NOT need to invent a new event_type for instance
+  events; we'll add a few `_snapshot_taken` / template-level events to
+  `system_audit_log` and keep instance events on `project_events`.
+
+- **`paliad.users.office`** is `text` (CHECK against the office key
+  list in `internal/offices/offices.go` — 8 keys: munich, duesseldorf,
+  hamburg, amsterdam, london, paris, milan, madrid). Multi-office users
+  have `additional_offices text[]`. Both are first-class columns; no
+  separate `offices` table.
+
+- **`paliad.partner_units`** (cols: id, name, lead_user_id, office,
+  timestamps) is the Dezernat / practice-group table. Membership lives
+  in `paliad.partner_unit_members`. Projects attach via
+  `paliad.project_partner_units` (with derivation flags). All three
+  are referenceable from a share recipient.
+
+- **`paliad.users.global_role`** is `text`; values include
+  `'global_admin'`. Used for the firm-wide promote/demote authority.
+
+- **`paliad.project_teams`** (mig 111 just added) carries
+  `responsibility` ∈ {admin, lead, member, observer, external}. We
+  reuse `can_see_project` (visibility) for share-to-project recipients,
+  NOT `effective_project_admin`. The semantic of "share with a project
+  team" is "anyone on the matter sees it", not "anyone who can edit
+  membership sees it".
+
+- **No precedent for entity-level sharing in paliad.** The personal-
+  sidecar tables (`user_views`, `user_dashboard_layouts`,
+  `user_pinned_projects`, `user_card_layouts`) are owner-only with no
+  share columns. Existing visibility predicates
+  (`paliad.can_see_project`) walk the project tree, not arbitrary
+  entities. This design introduces the first multi-axis share pattern
+  in the codebase (§3.2).
+
+## 3. Architecture: hybrid templates + share table
+
+### 3.1 Two template sources, one read layer
+
+**KEEP** the static Go template registry as the firm's curated catalog.
+It's version-controlled, code-reviewed, immutable at runtime, and the
+right substrate for legally-curated content (RoP citations, EPC rule
+references). Migrating those into DB rows would lose the git review
+trail for content that requires lawyer eyes.
+
+**ADD** `paliad.checklists` as the DB catalog for user-authored content.
+Same Template shape (slug, titles, regime, court, groups[], items[])
+but stored as JSONB so the schema doesn't have to chase content
+evolution.
+
+A `ChecklistCatalogService` unifies the two at read time:
+- `ListVisible(user)` → static templates ∪ DB rows the user can see
+- `Find(slug, user)` → static lookup first, then DB lookup with visibility check
+- Slug-uniqueness enforced **across both spaces** at write time (DB slugs
+  rejected if they collide with a static slug).
+
+Existing `/api/checklists` and `/api/checklists/{slug}` endpoints keep
+their JSON shape — they just delegate to the catalog service instead of
+the bare static registry.
+
+### 3.2 Multi-axis sharing — checklist-specific table, polymorphism deferred
+
+The task brief asks for a "modular / abstract" solution. I considered a
+polymorphic `paliad.entity_shares(target_kind, target_id, recipient_kind,
+recipient_*)` table that could later carry shares for views, dashboards,
+saved searches, project templates, etc.
+
+**Decision: keep it checklist-specific (`paliad.checklist_shares`) for
+v1.** Reasons:
+
+1. There is NO second entity in paliad that requests sharing today —
+   `user_views`, `user_dashboard_layouts`, `user_card_layouts`,
+   `user_pinned_projects` are all explicitly owner-only by design (see
+   migration comments). The "future reuse" is hypothetical.
+2. Polymorphic FKs forfeit ON DELETE CASCADE — every recipient kind
+   needs its own deletion trigger. That complexity is real, the
+   reusability gain is not.
+3. The CORRECT abstraction emerges by extracting *after* the second use
+   case shows up. Right now we don't know whether dashboards want the
+   same recipient axes (user / office / partner-unit / project) or a
+   different set (e.g. dashboards probably want "everyone on a project"
+   not "the whole firm").
+
+The design IS modular in the sense that the recipient resolution logic
+(below) is centralized in one SQL predicate (§4.3) which a future
+polymorphic refactor can lift verbatim.
+
+If the second entity asks for sharing within ~3 months, refactor to
+`paliad.entity_shares` as a single-mig follow-up. Until then,
+`paliad.checklist_shares` keeps the schema honest.
+
+### 3.3 Visibility states
+
+`paliad.checklists.visibility text` (CHECK enum):
+
+| state     | who sees                                           | who edits           |
+|-----------|----------------------------------------------------|---------------------|
+| `private` | owner only                                         | owner               |
+| `shared`  | owner + explicit recipients in checklist_shares    | owner               |
+| `firm`    | owner + every authenticated paliad user            | owner               |
+| `global`  | owner + every authenticated paliad user + catalog  | owner + global_admin|
+
+`firm` vs `global` distinction:
+- `firm` = author self-published. Author can flip back to private/shared
+  any time. Does NOT appear in the main `/checklists` Vorlagen tab; only
+  in the new "Geteilte Vorlagen" / "Shared by colleagues" surface.
+- `global` = admin-promoted into the firm catalog. Appears in the main
+  Vorlagen tab alongside the static templates. Author retains edit
+  authority by default; only `global_admin` can demote.
+
+Demotion target: `global → firm` (preserves visibility for users who
+already started instances). Author can subsequently narrow further.
+
+### 3.4 Template snapshot on instance create
+
+m's brief calls this out as a design decision: when an author edits a
+template, do existing instances pick up the changes (propagate) or stay
+on the version they were created from (snapshot)?
+
+**Pick: snapshot.** Inventor pick (R). Rationale:
+
+1. **Data integrity.** Instances are working artefacts. A user halfway
+   through a Klageerwiderung instance shouldn't have items disappear or
+   reorder under them because the author edited the template.
+2. **Audit story.** The completed instance shows exactly what the
+   author saw when they started. Reconstruction without git-blame on
+   the template.
+3. **Visibility narrowing safe by construction.** If author unshares
+   from a colleague who already has an instance, the instance survives
+   because the snapshot is local.
+4. Cost is trivial: a typical template is <2 KB JSONB; instances rarely
+   exceed a few per user per template. Even 10× the row size of today
+   is fine.
+
+Schema cost: one nullable `template_snapshot jsonb` column on
+`paliad.checklist_instances`. Backfilled lazily — existing instances
+keep `NULL`, service falls back to looking the slug up in the catalog;
+new instances always get a snapshot. Slice C can backfill the column
+for already-existing rows via a one-off `UPDATE` if we want strict
+consistency.
+
+## 4. Schema (migration 112 — verify slot at coder shift)
+
+Single migration file `internal/db/migrations/112_user_checklists.up.sql`
++ matching `.down.sql`. Idempotent throughout
+(`CREATE TABLE IF NOT EXISTS`, `DO $$ … EXCEPTION` guards).
+
+> Slot caveat: at design time, latest disk = 111, live tracker = 106
+> (mig 107-111 pending deploy). Coder MUST re-verify
+> `ls internal/db/migrations/ | tail` at shift start. If a higher
+> number lands first (e.g. boltzmann's gap-tolerant runner ships as
+> 112), bump to the next free slot.
+
+### 4.1 `paliad.checklists` — authored template catalog
+
+```sql
+CREATE TABLE paliad.checklists (
+    id           uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    slug         text NOT NULL UNIQUE,
+    -- Authoring metadata
+    owner_id     uuid NOT NULL REFERENCES paliad.users(id) ON DELETE CASCADE,
+    title        text NOT NULL,
+    description  text NOT NULL DEFAULT '',
+    regime       text NOT NULL DEFAULT 'OTHER',   -- UPC | DE | EPA | OTHER
+    court        text NOT NULL DEFAULT '',
+    reference    text NOT NULL DEFAULT '',
+    deadline     text NOT NULL DEFAULT '',
+    lang         text NOT NULL DEFAULT 'de',      -- 'de' | 'en' — author's primary language
+    -- Body
+    body         jsonb NOT NULL,                  -- { groups: [{ title, items: [{ label, note, rule }] }] }
+    -- Lifecycle
+    visibility   text NOT NULL DEFAULT 'private'
+                  CHECK (visibility IN ('private', 'shared', 'firm', 'global')),
+    promoted_at  timestamptz,                     -- set on transition to 'global'
+    promoted_by  uuid REFERENCES paliad.users(id) ON DELETE SET NULL,
+    -- Timestamps
+    created_at   timestamptz NOT NULL DEFAULT now(),
+    updated_at   timestamptz NOT NULL DEFAULT now()
+);
+
+CREATE INDEX checklists_owner_idx      ON paliad.checklists (owner_id);
+CREATE INDEX checklists_visibility_idx ON paliad.checklists (visibility) WHERE visibility IN ('firm', 'global');
+CREATE INDEX checklists_regime_idx     ON paliad.checklists (regime);
+```
+
+**Slug-collision safety net:** application layer validates that the
+chosen slug doesn't collide with a static template slug. The static
+list is loaded into a `map[string]bool` at boot. New authored slugs
+auto-prefixed with `u-` so collisions with static slugs are structurally
+unlikely (`u-my-strategy-2026` vs `upc-statement-of-claim`).
+
+### 4.2 `paliad.checklist_shares` — explicit grants
+
+```sql
+CREATE TABLE paliad.checklist_shares (
+    id                       uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    checklist_id             uuid NOT NULL REFERENCES paliad.checklists(id) ON DELETE CASCADE,
+    recipient_kind           text NOT NULL CHECK (recipient_kind IN ('user', 'office', 'partner_unit', 'project')),
+    recipient_user_id        uuid REFERENCES paliad.users(id) ON DELETE CASCADE,
+    recipient_office         text,
+    recipient_partner_unit_id uuid REFERENCES paliad.partner_units(id) ON DELETE CASCADE,
+    recipient_project_id     uuid REFERENCES paliad.projects(id) ON DELETE CASCADE,
+    granted_by               uuid NOT NULL REFERENCES paliad.users(id) ON DELETE SET NULL,
+    granted_at               timestamptz NOT NULL DEFAULT now(),
+
+    -- XOR check: exactly one recipient_* column populated per kind
+    CONSTRAINT checklist_shares_recipient_xor CHECK (
+        (recipient_kind = 'user'         AND recipient_user_id        IS NOT NULL AND recipient_office IS NULL AND recipient_partner_unit_id IS NULL AND recipient_project_id IS NULL)
+     OR (recipient_kind = 'office'       AND recipient_office         IS NOT NULL AND recipient_user_id IS NULL AND recipient_partner_unit_id IS NULL AND recipient_project_id IS NULL)
+     OR (recipient_kind = 'partner_unit' AND recipient_partner_unit_id IS NOT NULL AND recipient_user_id IS NULL AND recipient_office IS NULL AND recipient_project_id IS NULL)
+     OR (recipient_kind = 'project'      AND recipient_project_id     IS NOT NULL AND recipient_user_id IS NULL AND recipient_office IS NULL AND recipient_partner_unit_id IS NULL)
+    )
+);
+
+-- Avoid duplicates per recipient
+CREATE UNIQUE INDEX checklist_shares_user_uniq         ON paliad.checklist_shares (checklist_id, recipient_user_id)         WHERE recipient_kind = 'user';
+CREATE UNIQUE INDEX checklist_shares_office_uniq       ON paliad.checklist_shares (checklist_id, recipient_office)          WHERE recipient_kind = 'office';
+CREATE UNIQUE INDEX checklist_shares_partner_unit_uniq ON paliad.checklist_shares (checklist_id, recipient_partner_unit_id) WHERE recipient_kind = 'partner_unit';
+CREATE UNIQUE INDEX checklist_shares_project_uniq      ON paliad.checklist_shares (checklist_id, recipient_project_id)      WHERE recipient_kind = 'project';
+
+-- Hot-path index for the visibility predicate
+CREATE INDEX checklist_shares_lookup_idx ON paliad.checklist_shares (checklist_id);
+```
+
+### 4.3 `paliad.can_see_checklist(_user_id, _checklist_id)` predicate
+
+```sql
+CREATE OR REPLACE FUNCTION paliad.can_see_checklist(_user_id uuid, _checklist_id uuid)
+RETURNS boolean
+LANGUAGE sql STABLE SECURITY DEFINER
+SET search_path TO 'paliad', 'public'
+AS $$
+    -- Owner can always see
+    SELECT EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id
+           AND c.owner_id = _user_id
+    )
+    -- 'firm' / 'global' visible to all authenticated users
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklists c
+         WHERE c.id = _checklist_id
+           AND c.visibility IN ('firm', 'global')
+    )
+    -- Explicit share: user
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklist_shares s
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'user'
+           AND s.recipient_user_id = _user_id
+    )
+    -- Explicit share: office (matches user.office OR additional_offices)
+    OR EXISTS (
+        SELECT 1
+          FROM paliad.checklist_shares s
+          JOIN paliad.users u ON u.id = _user_id
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'office'
+           AND (s.recipient_office = u.office
+                OR s.recipient_office = ANY(u.additional_offices))
+    )
+    -- Explicit share: partner_unit (caller is a member)
+    OR EXISTS (
+        SELECT 1
+          FROM paliad.checklist_shares s
+          JOIN paliad.partner_unit_members pum
+            ON pum.partner_unit_id = s.recipient_partner_unit_id
+           AND pum.user_id = _user_id
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'partner_unit'
+    )
+    -- Explicit share: project (caller can see the project via existing predicate)
+    OR EXISTS (
+        SELECT 1 FROM paliad.checklist_shares s
+         WHERE s.checklist_id = _checklist_id
+           AND s.recipient_kind = 'project'
+           AND paliad.can_see_project(s.recipient_project_id)  -- reuses ltree walk
+    );
+$$;
+```
+
+> Note on `can_see_project` self-reference: that function reads
+> `auth.uid()` internally — when called from inside another SECURITY
+> DEFINER body it picks up the caller's uid via search_path inheritance
+> (same pattern as `effective_project_admin` reuse in mig 111).
+
+### 4.4 RLS on `paliad.checklists`
+
+```sql
+ALTER TABLE paliad.checklists ENABLE ROW LEVEL SECURITY;
+
+-- SELECT: owner OR visible via can_see_checklist
+CREATE POLICY checklists_select
+    ON paliad.checklists FOR SELECT TO authenticated
+    USING (paliad.can_see_checklist(auth.uid(), id));
+
+-- INSERT: caller can only create templates owned by themselves
+CREATE POLICY checklists_insert
+    ON paliad.checklists FOR INSERT TO authenticated
+    WITH CHECK (owner_id = auth.uid());
+
+-- UPDATE: owner always; global_admin if visibility='global' (for demotion)
+CREATE POLICY checklists_update
+    ON paliad.checklists FOR UPDATE TO authenticated
+    USING (
+        owner_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    )
+    WITH CHECK (
+        owner_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    );
+
+-- DELETE: owner OR global_admin
+CREATE POLICY checklists_delete
+    ON paliad.checklists FOR DELETE TO authenticated
+    USING (
+        owner_id = auth.uid()
+        OR EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid() AND u.global_role = 'global_admin'
+        )
+    );
+```
+
+### 4.5 RLS on `paliad.checklist_shares`
+
+```sql
+ALTER TABLE paliad.checklist_shares ENABLE ROW LEVEL SECURITY;
+
+-- SELECT: caller can see if they own the checklist OR they are the recipient OR global_admin
+CREATE POLICY checklist_shares_select
+    ON paliad.checklist_shares FOR SELECT TO authenticated
+    USING (
+        EXISTS (SELECT 1 FROM paliad.checklists c WHERE c.id = checklist_id AND c.owner_id = auth.uid())
+        OR (recipient_kind = 'user' AND recipient_user_id = auth.uid())
+        OR EXISTS (SELECT 1 FROM paliad.users u WHERE u.id = auth.uid() AND u.global_role = 'global_admin')
+    );
+
+-- INSERT: only the checklist owner can grant
+CREATE POLICY checklist_shares_insert
+    ON paliad.checklist_shares FOR INSERT TO authenticated
+    WITH CHECK (
+        EXISTS (SELECT 1 FROM paliad.checklists c WHERE c.id = checklist_id AND c.owner_id = auth.uid())
+        AND granted_by = auth.uid()
+    );
+
+-- DELETE: owner OR global_admin (no UPDATE policy — shares are immutable; revoke = delete + reinsert)
+CREATE POLICY checklist_shares_delete
+    ON paliad.checklist_shares FOR DELETE TO authenticated
+    USING (
+        EXISTS (SELECT 1 FROM paliad.checklists c WHERE c.id = checklist_id AND c.owner_id = auth.uid())
+        OR EXISTS (SELECT 1 FROM paliad.users u WHERE u.id = auth.uid() AND u.global_role = 'global_admin')
+    );
+```
+
+### 4.6 `paliad.checklist_instances.template_snapshot jsonb`
+
+```sql
+-- Idempotent — column NULL on existing rows; service handles fallback to catalog lookup.
+ALTER TABLE paliad.checklist_instances
+    ADD COLUMN IF NOT EXISTS template_snapshot jsonb;
+```
+
+Existing RLS on `checklist_instances` untouched.
+
+## 5. Service layer
+
+### 5.1 `internal/services/checklist_catalog_service.go` (new)
+
+Unified read facade over static + DB templates.
+
+```go
+type ChecklistCatalogService struct {
+    db *sqlx.DB
+}
+
+type CatalogEntry struct {
+    Slug          string          // matches checklists.Template.Slug or paliad.checklists.slug
+    Origin        string          // "static" | "authored"
+    OwnerID       *uuid.UUID      // nil for static
+    OwnerName     string          // empty for static
+    Visibility    string          // "static" | "private" | "shared" | "firm" | "global"
+    Template      checklists.Template
+}
+
+// ListVisible returns every catalog entry the caller can see.
+// Static entries are always returned. DB entries pass through RLS.
+func (s *ChecklistCatalogService) ListVisible(ctx context.Context, userID uuid.UUID) ([]CatalogEntry, error)
+
+// Find returns one entry by slug (static lookup first, then DB).
+func (s *ChecklistCatalogService) Find(ctx context.Context, userID uuid.UUID, slug string) (*CatalogEntry, error)
+
+// SnapshotBody returns the JSONB body for a slug — used at instance creation to capture the template state.
+func (s *ChecklistCatalogService) SnapshotBody(ctx context.Context, userID uuid.UUID, slug string) (json.RawMessage, error)
+```
+
+### 5.2 `internal/services/checklist_template_service.go` (new — Slice A)
+
+CRUD on `paliad.checklists`.
+
+```go
+type ChecklistTemplateService struct {
+    db    *sqlx.DB
+    users *UserService
+}
+
+type CreateTemplateInput struct {
+    Title       string
+    Description string
+    Regime      string
+    Court       string
+    Reference   string
+    Deadline    string
+    Lang        string
+    Body        checklists.Template   // unmarshalled to body jsonb minus slug/titles/etc
+}
+
+func (s *ChecklistTemplateService) Create(ctx, userID, input) (*Template, error)
+func (s *ChecklistTemplateService) Update(ctx, userID, slug, input) (*Template, error)
+func (s *ChecklistTemplateService) Delete(ctx, userID, slug) error
+func (s *ChecklistTemplateService) SetVisibility(ctx, userID, slug, visibility) error  // private/firm only
+func (s *ChecklistTemplateService) ListOwnedBy(ctx, userID) ([]Template, error)
+```
+
+Slug generation: lowercase, alphanumeric+hyphen, `u-` prefix, unique
+suffix (collision retry up to 3x). Validator enforces
+`^u-[a-z0-9][a-z0-9-]{2,62}$`. Reserved slugs from
+`internal/checklists/checklists.go` Templates rejected at write time.
+
+### 5.3 `internal/services/checklist_share_service.go` (new — Slice B)
+
+```go
+type ChecklistShareService struct { db *sqlx.DB }
+
+type ShareGrantInput struct {
+    RecipientKind string
+    UserID        *uuid.UUID
+    Office        string
+    PartnerUnitID *uuid.UUID
+    ProjectID     *uuid.UUID
+}
+
+func (s *ChecklistShareService) Grant(ctx, callerID, checklistID, input) (*Share, error)
+func (s *ChecklistShareService) Revoke(ctx, callerID, shareID) error
+func (s *ChecklistShareService) ListGrants(ctx, callerID, checklistID) ([]Share, error)
+```
+
+### 5.4 `internal/services/checklist_promotion_service.go` (new — Slice B)
+
+`global_admin`-only operations.
+
+```go
+type ChecklistPromotionService struct { db *sqlx.DB, audit *SystemAuditLogService }
+
+func (s *ChecklistPromotionService) Promote(ctx, callerID, checklistID) error
+func (s *ChecklistPromotionService) Demote(ctx, callerID, checklistID, target /* 'firm' | 'private' */) error
+```
+
+Promote: assert caller.global_role = 'global_admin' → UPDATE visibility =
+'global', promoted_at = now(), promoted_by = caller → audit row
+`event_type='checklist.promoted_global'`.
+
+Demote: assert caller is global_admin → UPDATE visibility = target
+(default 'firm') → audit row `event_type='checklist.demoted'`.
+
+### 5.5 Wire instance create to take snapshot
+
+`ChecklistInstanceService.Create` extends to capture
+`template_snapshot` at insert time via
+`catalog.SnapshotBody(ctx, userID, slug)`. Existing instances unchanged
+(NULL snapshot, fallback path in read layer).
+
+### 5.6 Endpoints
+
+| Method | Path | Slice | Purpose |
+|--------|------|-------|---------|
+| `GET`    | `/api/checklists`                       | (existing)| Merged catalog list (static + visible DB) |
+| `GET`    | `/api/checklists/{slug}`                | (existing)| Single template (static or DB) |
+| `POST`   | `/api/checklists/templates`             | A | Create authored template |
+| `GET`    | `/api/checklists/templates/mine`        | A | List own authored templates |
+| `PATCH`  | `/api/checklists/templates/{slug}`      | A | Edit authored template |
+| `DELETE` | `/api/checklists/templates/{slug}`      | A | Delete authored template |
+| `PATCH`  | `/api/checklists/templates/{slug}/visibility` | A | Toggle private/firm |
+| `GET`    | `/api/checklists/templates/{slug}/shares`     | B | List grants |
+| `POST`   | `/api/checklists/templates/{slug}/shares`     | B | Grant share |
+| `DELETE` | `/api/checklists/shares/{id}`           | B | Revoke share |
+| `POST`   | `/api/admin/checklists/{slug}/promote`  | B | Admin promote to global |
+| `POST`   | `/api/admin/checklists/{slug}/demote`   | B | Admin demote |
+| `GET`    | `/api/checklists/gallery`               | C | Browse all firm + global templates |
+
+## 6. Instance snapshot lifecycle
+
+**On Create (`ChecklistInstanceService.Create`):**
+1. Resolve slug via `catalog.Find(userID, slug)` — enforces visibility.
+2. `snapshot = catalog.SnapshotBody(userID, slug)` — captures the
+   template body (groups + items) at this moment, as JSONB.
+3. Insert into `checklist_instances` with
+   `template_snapshot = snapshot`, `template_slug = slug`,
+   `state = '{}'::jsonb`.
+
+**On Read (`ChecklistInstanceService.GetByID`):**
+- Return the instance with `template_snapshot` if non-null.
+- If NULL (legacy row created before mig 112), fall back to
+  `catalog.Find(slug)`. Logged at INFO; not a fatal path.
+
+**On Template Edit (Slice A):**
+- Owner edits template via PATCH → DB row mutated → `checklists.updated_at`
+  bumped → no propagation. Existing instances continue rendering their
+  snapshot. New instances pick up the edit.
+- Audit row `event_type='checklist.edited'`,
+  `metadata={ checklist_id, slug, changes:[...] }`.
+
+**On Template Delete:**
+- DB row deleted. Instances that snapshotted survive (snapshot is
+  local). Instances that DIDN'T snapshot (NULL) gracefully degrade —
+  service detects "template not found in catalog" and returns the
+  instance with a sentinel "template withdrawn" body (renders a small
+  banner client-side; checkboxes still work because `state` is the
+  source of truth, not the template).
+
+**On Visibility Narrow (firm → shared → private):**
+- Existing instances unaffected (snapshot is local; visibility check is
+  on the template, not instance).
+- New instance attempts fail with `ErrNotVisible` (the user can no
+  longer see the template to instantiate it).
+
+## 7. Frontend (concise sketch — coder owns the detail)
+
+### 7.1 `/checklists` (existing page) — Slice A adds "Meine Vorlagen"
+
+Add a third tab between "Vorlagen" and "Vorhandene Instanzen":
+
+```
+[Vorlagen] [Meine Vorlagen] [Vorhandene Instanzen]
+```
+
+- **Vorlagen** (existing): static catalog + global-promoted DB
+  templates, grouped by Regime, filter pills (UPC/DE/EPA).
+- **Meine Vorlagen** (NEW): caller's own authored templates + a "Neue
+  Vorlage" CTA. Each card shows title, description, visibility chip,
+  Aktions-Buttons (Bearbeiten / Teilen / Löschen).
+- **Vorhandene Instanzen** (existing): unchanged behaviour; rows now
+  optionally render an "📌 Snapshot" badge when `template_snapshot` is
+  non-null (Slice A backfill marker).
+
+Slice C adds a fourth tab: **Geteilte Vorlagen** (firm-level shared
+templates not yet promoted — discovery surface).
+
+### 7.2 `/checklists/new` (NEW — Slice A)
+
+Authoring wizard. Three steps:
+1. Metadata — title, description, regime (UPC/DE/EPA/OTHER), court,
+   reference, deadline.
+2. Sections + items — repeating editor (group title → items[] of
+   {label, note, rule}).
+3. Visibility — radio: privat / firm-weit. (Sharing flow comes in
+   Slice B.)
+
+Save → POST `/api/checklists/templates` → redirect to
+`/checklists/{slug}` detail.
+
+### 7.3 `/checklists/{slug}/edit` (NEW — Slice A)
+
+Same wizard, prefilled. Owner-only (404 otherwise).
+
+### 7.4 `/checklists/{slug}` detail page
+
+Existing detail page renders the template (static OR authored).
+Additions:
+- Owner-only "Bearbeiten" / "Löschen" / "Teilen" buttons in the header.
+- `global_admin`-only "Als Firmen-Vorlage hinterlegen" / "Aus Katalog
+  entfernen" button (Slice B).
+- Provenance line under the title: "Erstellt von <author> · <date>"
+  (only for DB templates).
+
+### 7.5 Share modal (Slice B)
+
+Triggered by "Teilen" on owner's detail page. Four pickers stacked:
+- Kollegen (user-picker, multi-select)
+- Office (chip-select from `offices.All`)
+- Dezernat (chip-select from `partner_units`)
+- Projekt (autocomplete from owner-visible projects)
+
+Footer: "Visibility" radio (privat / geteilt / firm-weit). Picking
+"firm-weit" greys out the picker (firm-weit doesn't need grants).
+
+Apply → POST grants individually → audit emits one
+`event_type='checklist.shared'` per grant with
+`metadata={ recipient_kind, recipient_id, checklist_id }`.
+
+### 7.6 i18n keys
+
+~28 new keys (DE+EN) under `checklisten.authoring.*`,
+`checklisten.share.*`, `checklisten.promote.*`. Naming convention
+matches existing `checklisten.tab.*` / `checklisten.instances.*`.
+
+## 8. Audit events
+
+Org-scope (`paliad.system_audit_log` via a small new helper
+`SystemAuditLogService.WriteChecklistEvent`):
+
+| event_type                       | actor       | metadata keys                                      |
+|----------------------------------|-------------|----------------------------------------------------|
+| `checklist.authored`             | owner       | checklist_id, slug, visibility                     |
+| `checklist.edited`               | owner       | checklist_id, slug, changed_fields[]               |
+| `checklist.visibility_changed`   | owner       | checklist_id, slug, from, to                       |
+| `checklist.shared`               | owner       | checklist_id, slug, recipient_kind, recipient_id   |
+| `checklist.unshared`             | owner       | checklist_id, slug, recipient_kind, recipient_id   |
+| `checklist.promoted_global`      | global_admin| checklist_id, slug, owner_id                       |
+| `checklist.demoted`              | global_admin| checklist_id, slug, target_visibility              |
+| `checklist.deleted`              | owner OR ga | checklist_id, slug, was_visibility                 |
+
+Project-scope (`paliad.project_events` — existing helper
+`insertProjectEventWithMeta`): existing checklist-instance events
+unchanged. NO new project_events types for templates — templates are
+not project-scoped.
+
+`AuditService.ListEntries` already reads from `system_audit_log` via
+the UNION ALL branch added in t-paliad-214 — no changes needed there;
+new event_types surface automatically in the audit log UI.
+
+## 9. Slice plan
+
+### Slice A — Foundation (~700 LoC)
+
+**Schema:** mig 112 §4.1 (`paliad.checklists`) + §4.3 predicate + §4.4
+RLS + §4.6 instance snapshot column. **Skip** §4.2 / §4.5 in Slice A —
+no share table yet; visibility limited to private/firm.
+
+**Service:** `ChecklistCatalogService` (unified read), `ChecklistTemplateService`
+(CRUD), `ChecklistInstanceService.Create` snapshot wiring,
+`SystemAuditLogService.WriteChecklistEvent` helper.
+
+**Endpoints:** `/api/checklists` (delegate to catalog), `POST/PATCH/DELETE
+/api/checklists/templates`, `PATCH /api/checklists/templates/{slug}/visibility`.
+
+**Frontend:** "Meine Vorlagen" tab on `/checklists`, `/checklists/new`,
+`/checklists/{slug}/edit`, owner controls on detail page.
+
+**Test pass:** unit tests for slug validation, snapshot capture,
+visibility predicate (without share rows), audit emit, fallback to
+catalog when snapshot NULL.
+
+**No share, no admin promote, no gallery.** Ships immediately useful
+for solo authoring + firm-wide publishing.
+
+### Slice B — Sharing + Promotion (~600 LoC)
+
+**Schema:** mig 113 — `paliad.checklist_shares` (§4.2) + revised RLS
+(§4.5) + extend visibility CHECK to include 'shared' if Slice A used a
+sub-enum (Slice A schema already includes 'shared' as valid value —
+just no grants point at it yet).
+
+**Service:** `ChecklistShareService`, `ChecklistPromotionService`.
+
+**Endpoints:** shares endpoints + admin promote/demote.
+
+**Frontend:** Share modal, "Make global" admin button on detail page,
+share-grant chip list on detail page (owner-only).
+
+**Audit:** new event_types (shared, unshared, promoted_global, demoted).
+
+### Slice C — Discoverability + UX polish (~400 LoC)
+
+**Gallery page** `/checklists/gallery`: browses every template the user
+can see that's NOT their own, grouped by Regime / Author / Recency.
+Filter pills. "Diese Vorlage verwenden" → instantiates with snapshot.
+
+**Backfill** existing `checklist_instances` with `template_snapshot`
+via a one-off migration (mig 114) — pure data move, no schema change.
+After backfill, the catalog-fallback path can be removed (deferred to
+Slice D / cleanup).
+
+**Optional**:
+- "Vorlage kopieren" action — clone an existing template (static OR
+  authored) into the caller's "Meine Vorlagen" for personal adaptation.
+- Per-template instance counter ("12 Kollegen haben diese Vorlage
+  benutzt") — surfaced from `checklist_instances` group-by.
+
+## 10. Trade-offs flagged
+
+1. **Hybrid catalog (static + DB).** Two sources of truth means two
+   slug spaces to merge. Mitigated by `u-` prefix on authored slugs +
+   reserved-list rejection. Refactoring all static templates into DB
+   loses the git review trail; the hybrid is the right cost.
+2. **Polymorphism deferred.** A future second sharable entity will need
+   to either copy the `checklist_shares` pattern (cheap but duplicative)
+   or refactor to `entity_shares` (one mig). The refactor is small;
+   premature abstraction now would pay complexity for no current
+   benefit.
+3. **Snapshot semantics may surprise.** A user who edits their template
+   expecting downstream instances to update will be confused.
+   Mitigations: (a) UI banner on edit ("Bearbeitungen wirken nur auf
+   neue Instanzen"); (b) "Neu instantiieren" affordance on the instance
+   detail page that re-snapshots from the current template (preserves
+   the user's checkbox state to the extent items still match).
+4. **Office membership is set-membership, not hierarchy.** Sharing to
+   "munich" reaches every user with `office='munich'` OR
+   `'munich' = ANY(additional_offices)`. There's no concept of "Munich
+   plus its sub-teams" because offices don't nest in paliad. Fine.
+5. **Partner-unit membership join is N+1 on the predicate.** Each
+   visibility check touches `partner_unit_members` if any partner-unit
+   share exists. Indexes on `partner_unit_members(user_id, partner_unit_id)`
+   already exist (per mig 027 lineage); the join is single-row.
+6. **Share-to-project recipient resolution uses
+   `can_see_project(s.recipient_project_id)`.** That predicate reads
+   `auth.uid()` from the session, so it works correctly inside our
+   SECURITY DEFINER body. Confirmed by reading `can_see_project`'s body
+   in `paliad.can_see_project` source — same pattern that
+   `effective_project_admin` uses in mig 111.
+7. **`global_admin` UPDATE RLS on `paliad.checklists` is full-row.**
+   Means a global_admin can edit content of any user's template, not
+   just visibility. This is intentional for catalog hygiene
+   (correcting typos, removing inflammatory content) but should be used
+   sparingly and audited. The audit log captures every
+   global_admin-attributed edit via `checklist.edited` with actor_id.
+8. **Instance snapshot fallback path lives indefinitely.** Existing
+   pre-mig-112 instances stay NULL until Slice C backfills. The
+   fallback code in `ChecklistInstanceService.GetByID` is ~10 LoC and
+   no hot-path concern — but it's "dead code" once the backfill runs.
+   Acceptable until Slice C.
+9. **Cascade on owner deletion.** If an authored template's owner is
+   removed (`paliad.users.id` cascades), the template is wiped along
+   with all its shares. Existing instances survive via snapshot. The
+   alternative (transfer ownership to global_admin on user-delete) is
+   more polite but introduces governance questions ("which admin?")
+   that aren't worth Slice A complexity. Flag for Slice C if it bites.
+10. **Slug uniqueness across origins enforced application-side.**
+    The static catalog is in-memory at boot. If a deploy adds a static
+    slug that collides with an existing DB slug, the deploy boots
+    cleanly but the DB row becomes unreachable via the catalog read
+    layer (static wins on slug lookup). Mitigation: a boot-time
+    integrity check in `cmd/server/main.go` logs WARN if collision
+    detected. Owner can rename their template manually via the edit UI.
+
+## 11. m's decisions ledger (all defaulted to (R) per task brief)
+
+Per task brief "NO AskUserQuestion. Defaults to (R). Escalate to head if
+material." I have not escalated; all picks below default to (R).
+
+| # | Question                                                | (R) pick                                  |
+|---|---------------------------------------------------------|-------------------------------------------|
+| 1 | Storage model for authored templates                    | Hybrid: keep static catalog + new `paliad.checklists` DB table |
+| 2 | Instance lifecycle on template edit                     | **Snapshot** at instance create (NOT propagate) |
+| 3 | Visibility enum values                                  | `private`, `shared`, `firm`, `global`     |
+| 4 | Share recipients                                        | user, office, partner_unit, project (4 axes) |
+| 5 | Share-to-project resolution                             | Reuse `can_see_project` (visibility, not just team rows) |
+| 6 | Promotion authority                                     | `global_admin` only (no per-project admin promote in v1) |
+| 7 | Demotion target                                         | `global → firm` (preserves visibility for in-flight instances) |
+| 8 | Slug strategy                                           | `u-` prefix on authored, application-side collision check vs static |
+| 9 | Polymorphic share table (`entity_shares`) vs scoped     | **Scoped (`checklist_shares`).** Refactor to polymorphic *after* second sharable entity appears |
+| 10| Authoring i18n                                          | Author picks single language (DE or EN) per template via `lang` column; verbatim render |
+| 11| Audit sink for template lifecycle                       | `paliad.system_audit_log` (org-scope); instance events stay on `paliad.project_events` |
+| 12| Slice ordering                                          | A (foundation) → B (share + promote) → C (gallery + backfill) |
+
+Material escalation list: empty. If m disagrees with any of the above,
+amend §11 in the next inventor shift; the schema is designed to be
+forward-compatible with most reversals (e.g. flipping snapshot →
+propagate is a service-layer change, not a schema change).
+
+## 12. Acceptance criteria — Slice A
+
+1. **Migration 112 applies cleanly on a fresh DB** and is idempotent
+   on re-apply (verified via `BEGIN…ROLLBACK` dry-run against the live
+   `paliad` schema).
+2. **`/api/checklists` returns merged catalog** — static templates
+   plus DB templates the caller can see (visibility ∈ {firm, global}
+   OR owner = caller).
+3. **POST `/api/checklists/templates`** creates a row, returns the
+   created template with auto-generated `u-…` slug, emits
+   `checklist.authored` audit row.
+4. **PATCH `/api/checklists/templates/{slug}`** updates owner-only
+   fields, rejects 403 from non-owner non-admin, emits
+   `checklist.edited`.
+5. **PATCH `/api/checklists/templates/{slug}/visibility`** toggles
+   private↔firm; rejects `shared` and `global` in Slice A (those land
+   in Slice B); emits `checklist.visibility_changed`.
+6. **DELETE `/api/checklists/templates/{slug}`** removes the row;
+   existing instances survive via snapshot.
+7. **Instance create snapshots the template body** —
+   `template_snapshot` non-null on every new instance row.
+8. **Legacy instances (NULL snapshot) still render** via catalog
+   fallback (covered by a regression test).
+9. **"Meine Vorlagen" tab** lists owner's templates; "Neue Vorlage"
+   CTA navigates to `/checklists/new`; wizard saves successfully.
+10. **`go build ./... && go vet ./... && go test ./internal/...`
+    clean.** `bun run build` clean (i18n key count incremented by ~20).
+11. **Live smoke**: tester@hlc.de can create + edit + delete a private
+    template; setting visibility to `firm` makes it visible to a second
+    tester account; deleting the template doesn't break existing
+    instances.
+
+## 13. Recommended implementer
+
+Pattern-fluent **Sonnet coder**, NOT cronus (per project memory
+directive 2026-05-06). Substrate is well-trodden:
+
+- Migration shape mirrors mig 111 (gauss) for the predicate function +
+  policy replacement pattern.
+- Service shape mirrors `ChecklistInstanceService` for CRUD + audit
+  emit + visibility check.
+- Endpoint shape mirrors `internal/handlers/checklist_instances.go`.
+- Frontend tab pattern mirrors the existing
+  `entity-tabs` / `entity-tab-panel` substrate in `checklists.tsx`.
+
+Novel pieces:
+- Catalog merge layer (~80 LoC) — the only logic the coder needs to
+  prototype before committing to the full slice. Pure function; easy
+  to unit-test.
+- Share predicate (Slice B) — straightforward translation of §4.3 SQL
+  into a STABLE SECURITY DEFINER function; pattern matches mig 111
+  exactly.
+
+Branch: keep on `mai/dirac/user-checklists`. Three slices = three PRs,
+or one branch with three commits — coder's call. Each slice ends with
+acceptance criteria; head merges between slices for fast feedback.
+
+## 14. Out of scope (explicitly)
+
+- Importing checklists from external sources (Notion, Trello, .docx).
+- Approval-policy gating on checklist edits (admin pre-publish review).
+- Cross-firm template marketplace.
+- Translation workflow (de↔en) for authored templates — Slice A
+  ships single-language; if firm appetite shows up post-launch, file
+  a follow-up.
+- Static-catalog editor UI (the static templates remain code-only).
+- Versioning UI ("show me the version this instance was created from")
+  — snapshot is captured; surfacing it is Slice C polish.
+
+---
+
+**Inventor parked per gate protocol.** No auto-shift to coder. Head
+decides: same worker as `/mai-coder` with this brief, fresh coder, or
+rescope. Slice ordering A → B → C is independent enough that the head
+can also greenlight Slice A alone and re-design B/C after Slice A
+ships.

docs/proposals/legal-citation-backfill-2026-05-18.md

@@ -0,0 +1,429 @@
+# Legal-citation Backfill Proposals — t-paliad-208 (Workstream A)
+
+**Date:** 2026-05-18
+**Author:** huygens (researcher)
+**Status:** DRAFT — for m's review, not yet migrated
+**Branch:** `mai/huygens/workstream-a-backfill`
+**Adjacent:** parallel-track with t-paliad-209 (workstream B — `code` rename + UI cleanup; different fields, no overlap)
+**Successor:** mig 097 will UPDATE the rows m approves; backup snapshot `deadline_rules_pre_097`
+
+---
+
+## 0. Read-this-first
+
+### 0.1 What this doc is
+
+Today's audit (paliadin/head, 2026-05-18) found that **130 of 213 active+published rows in `paliad.deadline_rules`** have `rule_code IS NULL`, and 122 have `legal_source IS NULL`. The internal slug field `code` (e.g. `inf.sod`, `de_null.berufung`) had been mistaken for a legal citation; it is just the per-proceeding submission identifier. The actual RoP / ZPO / EPÜ / PatG / UPCA citation belongs in `rule_code` (display form) + `legal_source` (structured locator).
+
+This document proposes a citation per rule. m approves; head re-tasks for migration 097.
+
+### 0.2 Field convention (profiled from the 83 already-populated rows)
+
+| Field | Purpose | Examples from live data |
+|---|---|---|
+| `rule_code` | **Human display form**, what we'd write in a brief | `§ 276 ZPO`, `§ 110 PatG`, `Art. 99 EPÜ`, `R. 71(3) EPÜ`, `R. 116 EPÜ`, `RPBA Art. 12`, `RoP.029.a`, `RoP.220.1.a`, `RoP.151`, `RoP.49.1` |
+| `legal_source` | **Structured locator** (forum-prefixed, no zero padding) for cross-system joins / lex extraction | `DE.ZPO.276.1`, `DE.PatG.111.1`, `EU.EPÜ.108`, `EU.EPC-R.71.3`, `EU.RPBA.12.1.c`, `UPC.RoP.29.a`, `UPC.RoP.220.1` |
+
+**Sub-conventions observed in live data**
+
+- `legal_source` prefixes: `DE.<statute>.<n>.<para>`, `EU.EPÜ.<n>.<para>`, `EU.EPC-R.<n>.<para>`, `EU.RPBA.<n>.<para>.<letter>`, `UPC.RoP.<n>.<sub>`.
+- `rule_code` padding for UPC RoP is **inconsistent today**: rules below 100 are mostly 3-digit padded (`RoP.029.a`, `RoP.030.1`, `RoP.049.2.a`, `RoP.056.1`) but `rev.defence` carries an un-padded `RoP.49.1`. Rules ≥100 are never padded (`RoP.137.2`, `RoP.220.1`).
+  - **Proposed normalization:** 3-digit pad for rules <100, no pad for ≥100. mig 097 should also normalize `RoP.49.1 → RoP.049.1` (1 outlier row, `rev.defence`) as a side-fix. m to confirm.
+- `legal_source` for UPC RoP **never** pads (`UPC.RoP.29.a`, not `UPC.RoP.029.a`). I follow that.
+
+### 0.3 Triage philosophy — events vs. deadlines
+
+Of the 130 NULL-rule_code rows, 53 carry a `proceeding_type_id` and 77 are orphans (`proceeding_type_id IS NULL`, also `code IS NULL`). Within the proceeding-typed bucket, most are **event markers** (zero `duration_value`, `event_type ∈ {hearing, decision, filing}`) that anchor other deadlines rather than computing one of their own.
+
+I classify each row as one of:
+
+| Category | Treatment | Examples |
+|---|---|---|
+| **Deadline** (positive duration, fires off an anchor) | Cite the operative procedural norm. Confidence usually HIGH. | `inf.sod` Klageerwiderung 3 months → RoP.23 |
+| **Constitutive event** (zero duration, but a statute defines it) | Cite the constitutive norm (matches existing convention: `de_inf.klage` already has `DE.ZPO.253`). Confidence HIGH where the norm is canonical. | Klageerhebung → § 253 ZPO; Anmeldung EP → Art. 75 EPÜ; Klage UPC → RoP.13.1 |
+| **Service / trigger event** (zero duration, third-party delivery) | Cite the service norm (§ 317 ZPO etc.) with MEDIUM confidence — these are anchor events for downstream timers, not deadlines on a party. m may prefer NULL here. **FLAG.** | `de_inf_olg.urteil_lg` Zustellung LG-Urteil |
+| **Court-scheduled event** (hearing, judgment-issuance) | Either NULL (recommended) or cite the general norm authorising the court to schedule. **FLAG.** | Mündliche Verhandlung BGH; OLG-Urteil |
+| **Court-set duration** (positive duration but `is_court_set=true`, or local practice) | Cite the framing norm (e.g. § 273 ZPO for ZPO patent practice), MEDIUM, FLAG. | `de_inf.replik` 4 weeks (LG patent practice) |
+
+**Where I am proposing NULL**, the row stays as-is on the DB side (mig 097 simply doesn't touch it). The FLAG list at the bottom of this doc enumerates every NULL proposal so m can override with an explicit citation if desired.
+
+### 0.4 Counts
+
+- 130 rows in scope (rule_code IS NULL; is_active=true; lifecycle_state='published')
+- 53 proceeding-typed + 77 orphan (no proceeding_type_id, no code)
+- 8 rows already carry a `legal_source` — those are **easy wins**: only `rule_code` needs proposing
+- ~ 40 HIGH-confidence proposals
+- ~ 35 MEDIUM-confidence proposals
+- ~ 55 FLAG entries (court-scheduled events, combined-pleading rows, ambiguous orphans)
+
+The orphan bucket carries a noticeable number of **duplicates** (six "Mängelbeseitigung / Zahlung" rows, two "Beginn des Hauptsacheverfahrens", two "Antrag auf Patentänderung", etc.). Those are likely vestiges of older Fristenrechner pipelines; backfilling them with the same citation is fine, but m may want a separate dedup pass (out of scope here; flag in § 4).
+
+---
+
+## 1. Easy wins — rows with `legal_source` already set, `rule_code` missing (8)
+
+For these, the structured locator is already in the DB; only the display form is missing.
+
+| id | code / name | duration | existing `legal_source` | proposed `rule_code` | conf |
+|---|---|---|---|---|---|
+| `1f532c82…` | `de_inf.klage` / Klageerhebung | event | `DE.ZPO.253` | `§ 253 ZPO` | HIGH |
+| `20254f4e…` | (orphan) Einspruch gegen Versäumnisurteil | 2 weeks | `DE.ZPO.339.1` | `§ 339 ZPO` | HIGH |
+| `3c36f149…` | (orphan) Schriftsatznachreichung (§ 296a ZPO) | 3 weeks | `DE.ZPO.296a` | `§ 296a ZPO` | HIGH |
+| `f1099cf6…` | (orphan) Weiterbehandlungsantrag (Art. 121 EPÜ) | 2 months | `EU.EPC-R.135.1` | `R. 135 EPÜ` | HIGH |
+| `c24d494c…` | (orphan) Wiedereinsetzungsantrag (§ 123 PatG) | 2 months | `DE.PatG.123.2` | `§ 123 PatG` | HIGH |
+| `d40d9be7…` | (orphan) Wiedereinsetzungsantrag (§ 233 ZPO) | 2 weeks | `DE.ZPO.234.1` | `§ 234 ZPO` | HIGH |
+| `23c6f445…` | (orphan) Wiedereinsetzungsantrag (Art. 122 EPÜ) | 2 months | `EU.EPC-R.136.1` | `R. 136 EPÜ` | HIGH |
+| `b588fa64…` | (orphan) Wiedereinsetzungsantrag (DPMA) | 2 months | `DE.PatG.123.2` | `§ 123 PatG` | HIGH |
+
+**Naming note on the two Wiedereinsetzung-`§ 123 PatG` rows.** Both `c24d494c…` ("§ 123 PatG" name) and `b588fa64…` ("DPMA" name) map to the same statute — § 123 PatG (Wiedereinsetzung) applies to all DPMA-Verfahren, so the duplication is a pure naming choice. mig 097 fills both; potential dedup is a separate question (§ 4 FLAG-A).
+
+---
+
+## 2. Proceeding-typed rows (53)
+
+Grouped by `proceeding_types.code`. Within each group: alphabetical by `code`.
+
+### 2.1 `upc.inf.cfi` — Verletzungsverfahren CFI (4 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `inf.decision` | Entscheidung | event | decision | *(NULL)* | *(NULL)* | RoP.118 — but this is the court's own decision, not a party deadline | **FLAG-B** |
+| `inf.interim` | Zwischenverfahren | event | hearing | *(NULL)* | *(NULL)* | RoP.101 ff. governs interim procedure; not a single norm | **FLAG-B** |
+| `inf.oral` | Mündliche Verhandlung | event | hearing | *(NULL)* | *(NULL)* | RoP.111-117 (oral procedure); court-scheduled | **FLAG-B** |
+| `inf.soc` | Klageerhebung (Statement of claim) | event | filing | `RoP.013.1` | `UPC.RoP.13.1` | RoP.13 — Statement of claim contents | HIGH |
+
+### 2.2 `upc.rev.cfi` — Nichtigkeitsverfahren CFI (6 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `rev.app` | Nichtigkeitsklage | event | filing | `RoP.042` | `UPC.RoP.42` | RoP.42 — Statement for revocation | HIGH |
+| `rev.decision` | Entscheidung | event | decision | *(NULL)* | *(NULL)* | court-issued, not a party deadline | **FLAG-B** |
+| `rev.interim` | Zwischenverfahren | event | hearing | *(NULL)* | *(NULL)* | not a single norm | **FLAG-B** |
+| `rev.oral` | Mündliche Verhandlung | event | hearing | *(NULL)* | *(NULL)* | court-scheduled | **FLAG-B** |
+| `rev.reply` | Replik | 2 months | filing | `RoP.052` | `UPC.RoP.52` | RoP.52 — Reply to defence in revocation | MED (**FLAG-C**: duration vs. norm) |
+| `rev.rejoin` | Duplik | 2 months | filing | `RoP.052` | `UPC.RoP.52` | RoP.52 — Rejoinder | MED (**FLAG-C**: duration vs. norm) |
+
+**FLAG-C:** RoP.52(1) sets the reply to 2 months but RoP.52(2) sets the rejoinder to 1 month from service of the reply. m's `rev.rejoin` says 2 months — verify whether the rule duration is correct or whether `RoP.52.2` (1 month) is the right citation. Cross-check with the existing `rev.rejoin_cci` row which uses RoP.056.4 (cci context); the main-pleadings rejoinder lives in RoP.52.
+
+### 2.3 `upc.pi.cfi` — Einstweilige Maßnahmen (4 rules)
+
+All four rules are currently NULL on both fields.
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `pi.app` | Antrag | event | filing | `RoP.206` | `UPC.RoP.206` | RoP.206 — Application for provisional measures | HIGH |
+| `pi.oral` | Mündliche Verhandlung | event | hearing | *(NULL)* | *(NULL)* | RoP.209 — at judge's discretion | **FLAG-B** |
+| `pi.order` | Beschluss | event | decision | *(NULL)* | *(NULL)* | RoP.211 — court-issued | **FLAG-B** |
+| `pi.response` | Erwiderung | event | filing | *(NULL)* | *(NULL)* | RoP.209.1 — judge sets time; no statutory period | **FLAG-B** (alt: `RoP.209.1` / `UPC.RoP.209.1` to flag as court-set) |
+
+### 2.4 `upc.apl.merits` — Berufungsverfahren Merits (3 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `app.decision` | Entscheidung | event | decision | *(NULL)* | *(NULL)* | RoP.350 — appellate decision | **FLAG-B** |
+| `app.oral` | Mündliche Verhandlung | event | hearing | `RoP.243` | `UPC.RoP.243` | RoP.243 — oral procedure in appeal | MED |
+| `app.response` | Berufungserwiderung | 2 months | filing | `RoP.235.1` | `UPC.RoP.235.1` | RoP.235.1 — Statement of response | MED (**FLAG-C**: RoP.235.1 says 3 months for main-judgment appeals; 2 months may be a residual from a different appeal track. Verify duration vs. norm.) |
+
+### 2.5 `upc.apl.order` — Berufungsverfahren Anordnungen (1 rule)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `app_ord.order` | Anordnung / angegriffene Entscheidung | event | decision | *(NULL)* | *(NULL)* | trigger event for orders-appeal; RoP.220.1.c references it | **FLAG-B** (alt: `RoP.220.1.c` to surface) |
+
+### 2.6 `upc.apl.cost` — Berufungsverfahren Kosten (1 rule)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `cost.decision` | Kostenfestsetzungsbeschluss | event | decision | *(NULL)* | *(NULL)* | RoP.150 ff. — cost decision in the assessment proceedings | **FLAG-B** |
+
+### 2.7 `upc.dmgs.cfi` — Schadensbemessungsverfahren (1 rule)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `damages.app` | Antrag auf Schadensbemessung | event | filing | `RoP.131` | `UPC.RoP.131` | RoP.131 — Application for damages determination | HIGH |
+
+### 2.8 `upc.disc.cfi` — Bucheinsichtsverfahren (1 rule)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `disc.app` | Antrag auf Bucheinsicht | event | filing | `RoP.141` | `UPC.RoP.141` | RoP.141 — Application for order to lay open books | HIGH |
+
+### 2.9 `de.inf.lg` — Verletzungsverfahren LG (5 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `de_inf.klage` | Klageerhebung | event | filing | `§ 253 ZPO` | `DE.ZPO.253` *(already set)* | § 253 ZPO — Klageschrift | HIGH (rule_code only) |
+| `de_inf.replik` | Replik | 4 weeks | filing | `§ 273 ZPO` | `DE.ZPO.273` | § 273 ZPO — vorbereitende Anordnungen / court-set period (Düsseldorfer Praxis) | MED (**FLAG-D**: 4 weeks is local LG practice, no statutory period; flag `is_court_set=true` already true in DB) |
+| `de_inf.duplik` | Duplik | 4 weeks | filing | `§ 273 ZPO` | `DE.ZPO.273` | same | MED (**FLAG-D**) |
+| `de_inf.termin` | Haupttermin | event | hearing | *(NULL)* | *(NULL)* | § 272 / § 137 ZPO — court-scheduled | **FLAG-B** |
+| `de_inf.urteil` | Urteil | event | decision | *(NULL)* | *(NULL)* | § 300 ZPO — court-issued | **FLAG-B** |
+
+### 2.10 `de.inf.olg` — Berufungsverfahren OLG Verletzung (3 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `de_inf_olg.urteil_lg` | Zustellung LG-Urteil | event | filing (trigger) | `§ 317 ZPO` | `DE.ZPO.317` | § 317 ZPO — Zustellung von Urteilen | MED (**FLAG-E**: service-trigger event — may be NULL per philosophy) |
+| `de_inf_olg.termin` | Mündliche Verhandlung | event | hearing | *(NULL)* | *(NULL)* | court-scheduled | **FLAG-B** |
+| `de_inf_olg.urteil_olg` | OLG-Urteil | event | decision | *(NULL)* | *(NULL)* | court-issued | **FLAG-B** |
+
+### 2.11 `de.inf.bgh` — Revision/NZB BGH Verletzung (3 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `de_inf_bgh.urteil_olg` | Zustellung OLG-Urteil | event | filing (trigger) | `§ 317 ZPO` | `DE.ZPO.317` | § 317 ZPO — Zustellung | MED (**FLAG-E**) |
+| `de_inf_bgh.termin` | Mündliche Verhandlung BGH | event | hearing | *(NULL)* | *(NULL)* | § 555 i.V.m. § 137 ZPO — court-scheduled | **FLAG-B** |
+| `de_inf_bgh.urteil_bgh` | BGH-Urteil | event | decision | *(NULL)* | *(NULL)* | § 562, § 563 ZPO — court-issued | **FLAG-B** |
+
+### 2.12 `de.null.bpatg` — Nichtigkeitsverfahren BPatG (3 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `de_null.klage` | Nichtigkeitsklage | event | filing | `§ 81 PatG` | `DE.PatG.81.1` | § 81 PatG — Nichtigkeitsklage einreichen | HIGH |
+| `de_null.termin` | Mündliche Verhandlung | event | hearing | *(NULL)* | *(NULL)* | § 89 PatG | **FLAG-B** |
+| `de_null.urteil` | Urteil | event | decision | *(NULL)* | *(NULL)* | § 84 PatG | **FLAG-B** |
+
+### 2.13 `de.null.bgh` — Berufung BGH Nichtigkeit (3 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `de_null_bgh.urteil_bpatg` | Zustellung BPatG-Urteil | event | filing (trigger) | `§ 99 PatG` | `DE.PatG.99.1` | § 99 PatG verweist auf ZPO; Zustellung der BPatG-Urteile | MED (**FLAG-E**) |
+| `de_null_bgh.termin` | Mündliche Verhandlung BGH | event | hearing | *(NULL)* | *(NULL)* | § 113 PatG i.V.m. ZPO | **FLAG-B** |
+| `de_null_bgh.urteil_bgh` | BGH-Urteil | event | decision | *(NULL)* | *(NULL)* | § 119 PatG | **FLAG-B** |
+
+### 2.14 `dpma.opp.dpma` — Einspruchsverfahren DPMA (2 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `dpma_opp.publish` | Veröffentlichung der Erteilung | event | filing (trigger) | `§ 58 PatG` | `DE.PatG.58.1` | § 58(1) PatG — Veröffentlichung der Erteilung im Patentblatt | HIGH |
+| `dpma_opp.entscheidung` | DPMA-Entscheidung | event | decision | *(NULL)* | *(NULL)* | § 47 PatG ff. | **FLAG-B** |
+
+### 2.15 `dpma.appeal.bpatg` — Beschwerdeverfahren BPatG vs. DPMA (3 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `dpma_bpatg.entscheidung` | Zustellung DPMA-Entscheidung | event | filing (trigger) | `§ 47 PatG` | `DE.PatG.47.1` | § 47 PatG — Zustellung der Entscheidung im DPMA-Verfahren | MED (**FLAG-E**: trigger-event citation. Alternative `§ 127 PatG` for service procedure.) |
+| `dpma_bpatg.entsch_bpatg` | BPatG-Entscheidung | event | decision | *(NULL)* | *(NULL)* | § 79 PatG | **FLAG-B** |
+| `dpma_bpatg.termin` | Mündliche Verhandlung BPatG | event | hearing | *(NULL)* | *(NULL)* | § 78 PatG | **FLAG-B** |
+
+### 2.16 `dpma.appeal.bgh` — Rechtsbeschwerdeverfahren BGH (2 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `dpma_bgh.entsch_bpatg` | Zustellung BPatG-Entscheidung | event | filing (trigger) | `§ 79 PatG` | `DE.PatG.79.1` | § 79 PatG — Zustellung der BPatG-Entscheidung | MED (**FLAG-E**) |
+| `dpma_bgh.entsch_bgh` | BGH-Entscheidung | event | decision | *(NULL)* | *(NULL)* | § 107 PatG | **FLAG-B** |
+
+### 2.17 `epa.grant.exa` — EP-Erteilungsverfahren (3 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `ep_grant.filing` | Anmeldung | event | filing | `Art. 75 EPÜ` | `EU.EPÜ.75` | Art. 75 EPÜ — Filing of European patent application | HIGH |
+| `ep_grant.search` | Recherchenbericht | 6 months | decision | `Art. 92 EPÜ` | `EU.EPÜ.92` | Art. 92 EPÜ — Drawing up of the European search report | MED (the 6-month figure is a Richtwert per `deadline_notes` — not a statutory deadline. Could also cite `R. 65 EPÜ` if we want the issuance procedure.) |
+| `ep_grant.grant` | Erteilung (B1) | event | decision | `Art. 97 EPÜ` | `EU.EPÜ.97.1` | Art. 97(1) EPÜ — Decision to grant | HIGH |
+
+### 2.18 `epa.opp.opd` — Einspruchsverfahren EPA (2 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `epa_opp.grant` | Veröffentlichung der Erteilung | event | filing (trigger) | `Art. 97 EPÜ` | `EU.EPÜ.97.3` | Art. 97(3) EPÜ — mention of grant; trigger for the 9-month Einspruchsfrist (Art. 99(1) EPÜ) | HIGH |
+| `epa_opp.entsch` | Entscheidung | event | decision | `Art. 101 EPÜ` | `EU.EPÜ.101` | Art. 101 EPÜ — Decision on opposition | HIGH |
+
+### 2.19 `epa.opp.boa` — Beschwerdeverfahren BoA (3 rules)
+
+| code | name | duration | event_type | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|---|
+| `epa_app.entsch` | Zustellung der Beschwerdeentscheidung | event | filing (trigger) | `R. 111 EPÜ` | `EU.EPC-R.111` | R. 111 EPÜ — Form and notification of decisions | MED (**FLAG-E**: service-trigger citation. Could also cite `Art. 119 EPÜ` for notification.) |
+| `epa_app.oral` | Mündliche Verhandlung | event | hearing | `Art. 116 EPÜ` | `EU.EPÜ.116` | Art. 116 EPÜ — Oral proceedings | HIGH |
+| `epa_app.entsch2` | Entscheidung | event | decision | `Art. 111 EPÜ` | `EU.EPÜ.111` | Art. 111 EPÜ — Decision in respect of appeals | HIGH |
+
+---
+
+## 3. Orphan rows — `proceeding_type_id IS NULL` and `code IS NULL` (77)
+
+Identified by `id` (UUID first 8 chars) + name. These are the older Fristenrechner catalogue rows that pre-date the proceeding-typed slice and were never re-anchored to a proceeding. Many are 1:1 duplicates of rules that now live in proceeding-typed form.
+
+### 3.1 UPC RoP — main-pleadings track (15)
+
+| id8 | name (orphan) | dur | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf | dedup hint |
+|---|---|---|---|---|---|---|---|
+| `e34097d6…` | Klageerwiderung | 3 mo | `RoP.023` | `UPC.RoP.23.1` | RoP.23.1 — Statement of defence | HIGH | dup of `inf.sod` |
+| `7d8a4804…` | Nichtigkeitswiderklage | 3 mo | `RoP.025.1` | `UPC.RoP.25.1` | RoP.25.1 — Counterclaim for revocation | HIGH | — |
+| `c7523e6b…` | Verletzungswiderklage | 2 mo | `RoP.049.2.b` | `UPC.RoP.49.2.b` | RoP.49.2.b — Counterclaim for infringement in revocation | HIGH | dup of `rev.cc_inf` |
+| `c57f62f8…` | Vorgängige Einrede | 1 mo | `RoP.019.1` | `UPC.RoP.19.1` | RoP.19.1 — Preliminary objection | HIGH | dup of `inf.prelim` / `rev.prelim` |
+| `cec1a865…` | Erwiderung Nichtigkeitswiderklage **+** Replik Klageerwiderung | 2 mo | `RoP.029.a` | `UPC.RoP.29.a` | RoP.29.a / .b — combined Defence-to-CCR + Reply to SoD | HIGH (**FLAG-F**: combined-pleading orphan — m to confirm one citation is sufficient or whether row should be split) |
+| `84b390e0…` | Replik auf die Klageerwiderung | 2 mo | `RoP.029.b` | `UPC.RoP.29.b` | RoP.29.b — Reply to defence | HIGH | dup of `inf.reply` |
+| `176cc1ca…` | Duplik zur Replik auf die Klageerwiderung | 1 mo | `RoP.029.c` | `UPC.RoP.29.c` | RoP.29.c — Rejoinder | HIGH | dup of `inf.rejoin` |
+| `02ae9c1f…` | Duplik zur Replik, Replik auf die Erwiderung zum Patentänderungsantrag | 1 mo | `RoP.029.c` | `UPC.RoP.29.c` | combined: RoP.29.c + RoP.32.3 | MED (**FLAG-F**) |
+| `ec2a1274…` | Replik auf Erwiderung Widerklage, Duplik Replik Klageerwiderung, Erwiderung Patentänderungsantrag | 2 mo | `RoP.029.d` | `UPC.RoP.29.d` | combined: RoP.29.d + RoP.29.c + RoP.32.1 | MED (**FLAG-F**: three-norm combined row) |
+| `a32dcec1…` | Erwiderung auf die Nichtigkeitsklage | 2 mo | `RoP.049.1` | `UPC.RoP.49.1` | RoP.49.1 — Defence to revocation | HIGH | dup of `rev.defence` |
+| `37bd034b…` | Replik Erwiderung Nichtigkeitsklage + Erwiderung Patentänderungsantrag + Erwiderung Verletzungswiderklage | 2 mo | `RoP.051` | `UPC.RoP.51` | combined: RoP.51 + RoP.49.2.a-reply + RoP.56.1 | MED (**FLAG-F**) |
+| `1b5c6dee…` | Duplik zur Replik auf die Erwiderung zur Nichtigkeitsklage | 1 mo | `RoP.052` | `UPC.RoP.52` | RoP.52 — Rejoinder in revocation | MED |
+| `bea86f9b…` | Erwiderung auf die Verletzungswiderklage | 2 mo | `RoP.056.1` | `UPC.RoP.56.1` | RoP.56.1 | HIGH | dup of `rev.def_cci` |
+| `4834c957…` | Replik auf die Erwiderung zur Verletzungswiderklage | 1 mo | `RoP.056.3` | `UPC.RoP.56.3` | RoP.56.3 | HIGH | dup of `rev.reply_def_cci` |
+| `7b548c48…` | Duplik (Verletzungswiderklage + Patentänderungsantrag) | 1 mo | `RoP.056.4` | `UPC.RoP.56.4` | combined: RoP.56.4 + RoP.32.3 | MED (**FLAG-F**) |
+
+### 3.2 UPC RoP — Patentänderungs-Track (5)
+
+| id8 | name (orphan) | dur | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf | dedup hint |
+|---|---|---|---|---|---|---|---|
+| `fb7050c6…` | Antrag auf Patentänderung | 2 mo | `RoP.030.1` | `UPC.RoP.30.1` | RoP.30.1 (infringement context) | MED (**FLAG-G**: 2 rows with identical name + 2-month dur; one likely refers to `RoP.30.1` infringement, other to `RoP.49.2.a` revocation) |
+| `21e67ac1…` | Antrag auf Patentänderung | 2 mo | `RoP.049.2.a` | `UPC.RoP.49.2.a` | RoP.49.2.a (revocation context) | MED (**FLAG-G**) |
+| `7e65a434…` | Erwiderung auf den Antrag auf Patentänderung | 2 mo | `RoP.032.1` | `UPC.RoP.32.1` | RoP.32.1 — Defence to application to amend | HIGH | dup of `inf.def_to_amend` |
+| `dfd52792…` | Replik auf die Erwiderung zum Patentänderungsantrag | 1 mo | `RoP.032.3` | `UPC.RoP.32.3` | RoP.32.3 — Reply | HIGH | dup of `inf.reply_def_amd` |
+| `8cdf54eb…` | Duplik zur Replik auf die Erwiderung zum Patentänderungsantrag | 1 mo | `RoP.032.3` | `UPC.RoP.32.3` | RoP.32.3 — Rejoinder | HIGH | dup of `inf.rejoin_amd` |
+
+### 3.3 UPC RoP — appeal track (16)
+
+| id8 | name (orphan) | dur | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf | dedup hint |
+|---|---|---|---|---|---|---|---|
+| `1dfba5b1…` | Berufungsschrift gegen Entscheidung nach R. 220.1(a)/(b) | 2 mo | `RoP.224.1.a` | `UPC.RoP.224.1.a` | RoP.224.1.a — Notice of appeal, main-judgment track | HIGH | dup of `app.notice` |
+| `5c0508f4…` | Berufungsschrift gegen Entscheidung nach R. 220.1(a)/(b) | 2 mo | `RoP.224.1.a` | `UPC.RoP.224.1.a` | same | HIGH | duplicate-of-duplicate (**FLAG-A**) |
+| `d560b3b6…` | Berufungsschrift gegen Anordnung R. 220.1(c) / R. 220.2 / 221.3 | 15 d | `RoP.224.1.b` | `UPC.RoP.224.1.b` | RoP.224.1.b — Notice of appeal, orders/leave track | HIGH | dup of `app_ord.with_leave`-family |
+| `791fd0f7…` | Berufungsbegründung Entscheidung R. 220.1(a)/(b) | 4 mo | `RoP.225.1` | `UPC.RoP.225.1` | RoP.225.1 — Statement of grounds, main track | HIGH | dup of `app.grounds` |
+| `573df3d1…` | Berufungsbegründung Entscheidung R. 220.1(a)/(b) | 4 mo | `RoP.225.1` | `UPC.RoP.225.1` | same | HIGH | duplicate-of-duplicate (**FLAG-A**) |
+| `c3a369f9…` | Berufungsbegründung Anordnung R. 220.1(c) / R. 220.2 / 221.3 | 15 d | `RoP.225.2` | `UPC.RoP.225.2` | RoP.225.2 — Statement of grounds, orders/leave | MED (**FLAG-H**: RoP.225.2 form; verify 15d figure aligns with current RoP version) |
+| `91e367dd…` | Berufung (Anordnungen & mit Zulassung) | 15 d | `RoP.224.1.b` | `UPC.RoP.224.1.b` | same | MED | dup of `app_ord.with_leave` |
+| `ccb916df…` | Antrag auf Berufungszulassung gegen Kostenentscheidungen | 15 d | `RoP.221.1` | `UPC.RoP.221.1` | RoP.221.1 — Leave to appeal cost decisions | HIGH | dup of `cost.leave_app` |
+| `342e749d…` | Antrag auf Ermessensüberprüfung | 15 d | `RoP.220.3` | `UPC.RoP.220.3` | RoP.220.3 — Discretionary review | HIGH | dup of `app_ord.discretion` |
+| `d4f739cd…` | Anfechtung einer Entscheidung über Verwerfung der Berufung als unzulässig | 1 mo | `RoP.234.1` | `UPC.RoP.234.1` | RoP.234 — Inadmissibility of appeal review | MED (**FLAG-H**: confirm sub-paragraph; RoP.234 governs the topic but the 1-month review window may sit elsewhere) |
+| `10374392…` | Berufungserwiderung (zur Berufung nach R. 224.2(a)) | 3 mo | `RoP.235.1` | `UPC.RoP.235.1` | RoP.235.1 — Statement of response, main track | HIGH |
+| `4c585c6d…` | Berufungserwiderung (zur Berufung nach R. 224.2(b)) | 15 d | `RoP.235.4` | `UPC.RoP.235.4` | RoP.235.4 — Statement of response, orders/leave track | MED (**FLAG-H**: confirm RoP.235.4 vs. RoP.235.2 in current RoP version) |
+| `6e39b653…` | Anschlussberufungsschrift (zur Berufung R. 224.2(a)) | 3 mo | `RoP.237.1` | `UPC.RoP.237.1` | RoP.237.1 — Cross-appeal | HIGH |
+| `a00e51bb…` | Anschlussberufungsschrift (zur Berufung R. 224.2(b)) | 15 d | `RoP.237.2` | `UPC.RoP.237.2` | RoP.237 — Cross-appeal in orders track | MED (**FLAG-H**) |
+| `6b989e85…` | Erwiderung auf Anschlussberufungsschrift (R. 224.2(a)) | 2 mo | `RoP.238.1` | `UPC.RoP.238.1` | RoP.238.1 — Reply to cross-appeal | HIGH | dup of `app.cross_a_reply` |
+| `e78f4652…` | Erwiderung auf Anschlussberufungsschrift (R. 224.2(b)) | 15 d | `RoP.238.2` | `UPC.RoP.238.2` | RoP.238.2 — Reply to cross-appeal, orders track | HIGH | dup of `app_ord.cross_reply` |
+
+### 3.4 UPC RoP — Schadensbemessung / Rechnungslegung (7)
+
+| id8 | name (orphan) | dur | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf | dedup hint |
+|---|---|---|---|---|---|---|---|
+| `d414f603…` | Erwiderung Antrag auf Schadensersatzbemessung | 2 mo | `RoP.137.2` | `UPC.RoP.137.2` | RoP.137.2 | HIGH | dup of `damages.defence` |
+| `9f39e263…` | Replik Erwiderung Schadensersatzbemessung | 1 mo | `RoP.139` | `UPC.RoP.139` | RoP.139 | HIGH | dup of `damages.reply` |
+| `067ffdf0…` | Duplik Replik Schadensersatzbemessung | 1 mo | `RoP.139` | `UPC.RoP.139` | RoP.139 | HIGH | dup of `damages.rejoin` |
+| `429b8ec0…` | Erwiderung Antrag auf Rechnungslegung | 2 mo | `RoP.142.2` | `UPC.RoP.142.2` | RoP.142.2 — Defence in account procedure | HIGH | dup of `disc.defence` |
+| `8d36fc76…` | Replik Erwiderung Rechnungslegung | 14 d | `RoP.142.3` | `UPC.RoP.142.3` | RoP.142.3 | HIGH | dup of `disc.reply` |
+| `ed82fec9…` | Duplik Replik Erwiderung Rechnungslegung | 14 d | `RoP.142.3` | `UPC.RoP.142.3` | RoP.142.3 | HIGH | dup of `disc.rejoin` |
+| `eed69e8b…` | Antrag auf Kostenentscheidung | 1 mo | `RoP.151` | `UPC.RoP.151` | RoP.151 — Application for cost decision | HIGH | dup of `inf.cost_app` |
+
+### 3.5 UPC RoP — provisional / PI (6)
+
+| id8 | name (orphan) | dur | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|
+| `ba335c99…` | Beginn des Hauptsacheverfahrens | 31 d | `RoP.213.1` | `UPC.RoP.213.1` | RoP.213.1 — 31 days or 20 working days after PI granted | HIGH |
+| `d886f46f…` | Beginn des Hauptsacheverfahrens | 31 d | `RoP.213.1` | `UPC.RoP.213.1` | same — duplicate row (**FLAG-A**) | HIGH |
+| `1f1f72ef…` | Antrag auf Überprüfung der Beweissicherungsanordnung | 30 d | `RoP.197.3` | `UPC.RoP.197.3` | RoP.197.3 — Review of evidence preservation order | HIGH |
+| `3e2f5697…` | Erneuerung der Schutzschrift | 6 mo | `RoP.207.9` | `UPC.RoP.207.9` | RoP.207.9 — Protective letter, 6-month validity | HIGH |
+
+### 3.6 UPC RoP — feststellungs / Widerruf-Track (4)
+
+| id8 | name (orphan) | dur | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|
+| `521bf607…` | Erwiderung auf negative Feststellungsklage | 2 mo | *(NULL)* | *(NULL)* | UPC declaration of non-infringement procedure follows RoP.49 ff. by analogy (RoP.69 references) | **FLAG-I**: negative declaration track has no single statutory norm; cite either `RoP.069` / `UPC.RoP.69` (general procedure) or leave NULL pending m's call |
+| `e887b1fb…` | Replik Erwiderung negative Feststellungsklage | 1 mo | *(NULL)* | *(NULL)* | same | **FLAG-I** |
+| `0cf1d755…` | Duplik Replik Erwiderung negative Feststellungsklage | 1 mo | *(NULL)* | *(NULL)* | same | **FLAG-I** |
+
+### 3.7 UPC RoP — formalities / Registry (14)
+
+| id8 | name (orphan) | dur | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|
+| `d058f412…` | Mängelbeseitigung / Zahlung | 14 d | `RoP.016.4` | `UPC.RoP.16.4` | RoP.16.4 — Notice to remedy defects | HIGH |
+| `c690c323…` | Mängelbeseitigung / Zahlung | 14 d | `RoP.016.4` | `UPC.RoP.16.4` | same — duplicate (**FLAG-A**) | HIGH |
+| `5f2884a4…` | Mängelbeseitigung / Zahlung | 14 d | `RoP.016.4` | `UPC.RoP.16.4` | duplicate (**FLAG-A**) | HIGH |
+| `13600049…` | Mängelbeseitigung / Zahlung | 14 d | `RoP.016.4` | `UPC.RoP.16.4` | duplicate (**FLAG-A**) | HIGH |
+| `ceb780ba…` | Mängelbeseitigung / Zahlung | 14 d | `RoP.016.4` | `UPC.RoP.16.4` | duplicate (**FLAG-A**) | HIGH |
+| `d51c50eb…` | Mängelbeseitigung / Zahlung | 14 d | `RoP.016.4` | `UPC.RoP.16.4` | duplicate (**FLAG-A**) | HIGH |
+| `3bc40027…` | Mängelbeseitigung / Einreichung schriftlicher Stellungnahme | 14 d | `RoP.016.5` | `UPC.RoP.16.5` | RoP.16.5 — Written observations after Registry notice | MED |
+| `69e356b7…` | Antrag auf Vertraulichkeit gegenüber der Öffentlichkeit | 14 d | `RoP.262.2` | `UPC.RoP.262.2` | RoP.262.2 — Confidentiality vis-à-vis public (note in DB confirms) | HIGH |
+| `57e6eeca…` | Berichtigung von Entscheidungen und Anordnungen | 1 mo | `RoP.353` | `UPC.RoP.353` | RoP.353 — Rectification of decisions/orders | HIGH |
+| `8ec233b9…` | Antrag auf Überprüfung verfahrensleitender Anordnung | 15 d | `RoP.333.1` | `UPC.RoP.333.1` | RoP.333.1 — Review of procedural order | HIGH |
+| `d124c95b…` | Antrag auf Aufhebung oder Änderung Entscheidung des Amtes | 1 mo | *(NULL)* | *(NULL)* | unclear which Amts-Entscheidung this targets — Registry order? Unitary-effect refusal? | **FLAG-J** (recommend NULL; ask m what proceeding-context this row maps to) |
+| `0531b6ba…` | Antrag auf Aufhebung Entscheidung EPA über einheitliche Wirkung | 3 wk | `RoP.097.1` | `UPC.RoP.97.1` | RoP.97.1 — Action against EPO decision on unitary effect | MED (**FLAG-H**: verify 3-week period vs. norm; current RoP gives 1 month for such applications under R.88 EPÜ-UPC; possibly outdated) |
+| `6b6b967c…` | Antrag auf Verweisung an die Zentralkammer | 10 d | `RoP.037.4` | `UPC.RoP.37.4` | RoP.37 governs division apportionment; .4 is the 10-day observation period | MED (**FLAG-H**: confirm sub-paragraph) |
+| `002c2ba7…` | Antrag auf Folgemaßnahmen rechtskräftiger Validitätsentscheidung | 2 mo | *(NULL)* | *(NULL)* | likely refers to post-revocation register-correction request; norm uncertain | **FLAG-J** |
+
+### 3.8 UPC RoP — translation / interpretation (3)
+
+| id8 | name (orphan) | dur | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|
+| `bb7bafcb…` | Antrag auf Simultanübersetzung | 1 mo (before) | `RoP.109.1` | `UPC.RoP.109.1` | RoP.109.1 — Request for simultaneous interpretation | HIGH |
+| `8c682cff…` | Mitteilung über Beauftragung eines Dolmetschers auf Kosten der Partei | 2 wk (before) | `RoP.109.5` | `UPC.RoP.109.5` | RoP.109.5 — Notice of own-cost interpreter | MED (**FLAG-H**: confirm sub-paragraph; RoP.109 governs interpretation but the specific 2-week notice rule may sit at .4 or .5) |
+| `9ed513c1…` | Einreichung von Übersetzungen von Schriftstücken | 1 mo | `RoP.007.2` | `UPC.RoP.7.2` | RoP.7.2 — Language of documents | MED (**FLAG-H**: alternative `RoP.7.4` for translations of party-submitted documents) |
+| `902cc5d5…` | Klärung von Übersetzungsfragen | 2 wk | *(NULL)* | *(NULL)* | unclear which "Übersetzungsfrage" rule | **FLAG-J** |
+
+### 3.9 UPC RoP — review / rehearing (2)
+
+| id8 | name (orphan) | dur | proposed `rule_code` | proposed `legal_source` | source-of-truth | conf |
+|---|---|---|---|---|---|---|
+| `372e86e3…` | Antrag auf Wiederaufnahme (schwerwiegender Verfahrensmangel) | 2 mo | `RoP.247.2` | `UPC.RoP.247.2` | RoP.247.2 — Application for rehearing within 2 months | HIGH |
+| `58de9573…` | Antrag auf Wiederaufnahme (Straftat) | 2 mo | `RoP.247.2` | `UPC.RoP.247.2` | RoP.247.1(b) substantively (criminal act ground); RoP.247.2 for the 2-month period | HIGH |
+
+### 3.10 Already-cited orphans (covered in § 1 Easy wins, 7 rows)
+
+`20254f4e…`, `3c36f149…`, `f1099cf6…`, `c24d494c…`, `d40d9be7…`, `23c6f445…`, `b588fa64…` — see § 1.
+
+---
+
+## 4. FLAG summary — items needing m's call
+
+| FLAG | Topic | Count | Decision needed |
+|---|---|---|---|
+| **A** | Genuine duplicate orphan rows (same name + dur + citation) | ~10 | Confirm the dedup pass should happen in mig 097 (or a follow-up). Recommended: leave duplicates in place for mig 097 (fills all of them with the same citation); dedup separately so the rule-resolution semantics don't drift. |
+| **B** | Court-scheduled / court-issued event rows (Mündliche Verhandlung, Urteil, Entscheidung) | ~22 | Confirm NULL is the right default. Alternative: cite the framing norm with a "context" note. |
+| **C** | UPC RoP duration vs. norm mismatch (`rev.reply` / `rev.rejoin` / `app.response`) | 3 | Verify the rule durations are correct as stored — proposed citations are canonical but rule duration may be from an older RoP version. |
+| **D** | German LG patent practice: 4-week replik/duplik (court-set) | 2 | Confirm `§ 273 ZPO` is the cite m wants (no statutory period, framing norm only). |
+| **E** | Service / trigger-event citations (`§ 317 ZPO`, `R. 111 EPÜ` etc.) | 6 | These are anchor-events for downstream timers, not deadlines. Confirm whether to cite (current proposal) or leave NULL. |
+| **F** | Combined-pleading orphan rows (one row = several norms) | 5 | Confirm one citation is acceptable, or whether the rows should be split before mig 097 (out of scope here). |
+| **G** | Twin "Antrag auf Patentänderung" orphans (2-mo, identical name) | 2 | Confirm one is infringement-context (`RoP.30.1`), the other revocation-context (`RoP.49.2.a`). |
+| **H** | RoP sub-paragraph uncertainty (current text vs. older version) | ~8 | Spot-check against current published RoP; my citations are canonical but small `.x` numbers may need a tweak. |
+| **I** | Negative-declaration track (no single UPC norm) | 3 | Confirm citing `RoP.69` (procedure-by-analogy) vs. leaving NULL. |
+| **J** | Orphan with unclear scope | 3 | `d124c95b…` (Aufhebung Entscheidung des Amtes), `002c2ba7…` (Folgemaßnahmen Validitätsentscheidung), `902cc5d5…` (Klärung Übersetzungsfragen). m to identify which UPC norm. |
+
+---
+
+## 5. Side-fix (recommend bundled in mig 097)
+
+**RoP-display normalization**: `rev.defence` currently carries `rule_code = "RoP.49.1"`. All other RoP rules under 100 use 3-digit padding (`RoP.029.a`, `RoP.049.2.a` etc.). mig 097 should normalize `RoP.49.1 → RoP.049.1` in that one row, while filling the 130 NULL rows with consistently padded values.
+
+```sql
+-- side-fix candidate
+UPDATE paliad.deadline_rules
+   SET rule_code = 'RoP.049.1'
+ WHERE rule_code = 'RoP.49.1'
+   AND code      = 'rev.defence';   -- only one row; idempotent
+```
+
+This is opt-in; m to confirm before mig 097 ships.
+
+---
+
+## 6. Migration 097 hints (for the coder who writes it)
+
+**Shape m has asked for:**
+
+- `UPDATE paliad.deadline_rules SET rule_code = …, legal_source = … WHERE id = … AND rule_code IS NULL AND legal_source IS [NULL|expected];`
+- Idempotent: `WHERE rule_code IS NULL` (or `IS DISTINCT FROM`) guard so re-applying is a no-op.
+- Backup snapshot: `CREATE TABLE paliad.deadline_rules_pre_097 AS SELECT * FROM paliad.deadline_rules` before any UPDATEs.
+- Wrap in `audit_reason = 't-paliad-208 legal-citation backfill'` (matches `paliad.audit_log` pattern used elsewhere).
+- Touch only the m-approved rows from § 1, § 2, § 3 — FLAG rows (those with `*(NULL)*` in the proposed columns) stay untouched until m resolves them.
+- Side-fix § 5 (`RoP.49.1 → RoP.049.1`) only if m confirms.
+
+**Counts the migration should match (assuming m approves all HIGH proposals as-is):**
+
+- Easy wins (§ 1): 8 `rule_code` UPDATEs (legal_source already set)
+- Proceeding-typed HIGH/MED proposals (§ 2): ~25 rows
+- Orphan HIGH/MED proposals (§ 3): ~50 rows
+- Total expected `rule_code` writes: ~83 rows
+- Total expected `legal_source` writes: ~75 rows (8 of the easy wins already have one)
+- FLAG rows left NULL: ~47 rows pending m's decisions
+
+---
+
+## 7. Open questions for m
+
+1. **NULL for event-markers (FLAG-B):** confirm NULL is correct for the 22 court-scheduled / court-issued event rows. If m wants citations there too, I'll do a second pass.
+2. **Trigger-event citations (FLAG-E):** apply `§ 317 ZPO` to LG/OLG service rows, or leave NULL?
+3. **Duplicates (FLAG-A):** mig 097 fills duplicates with the same citation; do you want a separate dedup pass scheduled (filing `t-paliad-21x`) or is the duplicate count acceptable for now?
+4. **Combined-pleading orphans (FLAG-F):** keep one citation per row, or split each row into N rows before mig 097?
+5. **Negative-declaration track (FLAG-I):** cite `RoP.69` by analogy, or leave NULL?
+6. **Side-fix (§ 5):** normalize the one `RoP.49.1` outlier as part of mig 097?
+
+Once m answers, head can re-task this same worker (or a fresh coder) to write mig 097 against the approved proposals.

docs/t-paliad-207-followup-scope.md

@@ -0,0 +1,52 @@
+# t-paliad-207 follow-up scope — close-out assessment
+
+**Author:** fermi (inventor)
+**Date:** 2026-05-20
+**Verdict:** **(A) DONE** — interactive session scope is shipped; remaining tail is filed-or-fileable as discrete issues, not a fresh fermi slice.
+
+---
+
+## 0. What shipped under t-paliad-207
+
+Six substantive deliveries on `mai/fermi/interactive-session`, all merged to main as of 2026-05-20 morning:
+
+1. **Verfahrensablauf + Fristenrechner polish** — jurisdiction prefix on the picked proceeding, trigger-event label derived from the root rule, flag rows lifted to `/tools/verfahrensablauf`, rule references rendered as `youpc.org/laws#…` links via new `BuildLegalSourceURL`, `Vorab-Einrede → Einspruch` rename (DE i18n).
+2. **DE proceeding picker — sub-group headers** (`Verletzungsverfahren` / `Nichtigkeitsverfahren`) + parallel labels (`LG (1. Instanz)` / `OLG (Berufung)` / …).
+3. **mig 099** — drop the `with_po` flag from the two RoP 19 rules (Einspruch is always-available, not flag-gated).
+4. **mig 100** — `upc.inf.cfi.ccr` visible rule (`Nichtigkeitswiderklage`) so the CCR filing event surfaces when `with_ccr` is set; later corrected to `priority='optional'` via mig 101.
+5. **mig 101** — strip rule-cite brackets from the two Einspruch names + flip the CCR priority `informational → optional`.
+6. **mig 102** — track-aware sequence reshuffle on `upc.inf.cfi` so at any tied date the order is infringement (Replik) → revocation (Erwiderung Nichtigkeitswiderklage) → amendment.
+7. **Notes toggle** — `Hinweise anzeigen` checkbox in the view-toggle bar; compact ⓘ hover hint when off (default), inline `timeline-notes` block when on. `localStorage` shared across both tool pages.
+
+Filed two follow-up issues during the session:
+
+- **m/paliad#39** — link DE + EPA + EU rule references to `youpc.org/laws` (depends on youpc.org ingesting the corpus).
+- **m/paliad#41** — DE proceedings as one combined timeline per type (LG→OLG→BGH, BPatG→BGH) — corpus + spawn + de-duplication + multi-instance UI.
+
+## 1. Why (A) DONE
+
+Every concrete thing m surfaced in the session was addressed and merged. The two larger unaddressed asks — combined-timeline behaviour for DE proceedings, and DE/EPA rule-link coverage — are already captured in #39 and #41 with concrete scope notes. Neither belongs as a fermi "next slice" because:
+
+- **#41** is a corpus + UI design pass of its own (3 new spawn rules, de-duplication of the existing `de.inf.lg.berufung ↔ de.inf.olg.berufung` pair, multi-court picker shape, instance markers in the timeline body). That's its own design ticket, not a fermi follow-up.
+- **#39** is primarily a youpc.org-side ingest task; the paliad-side change is a 5-line `switch` extension once youpc serves the URLs. Wait for the dependency, then small.
+
+Everything else I surfaced in the read-only audit is either pre-existing (not introduced by this session) or speculative (no user complaint behind it).
+
+## 2. Optional tail — would file as discrete issues, not a fermi slice
+
+Surfacing these for completeness; none are blocking, and most would be small enough to either roll into the existing tickets or land as one-off polish:
+
+| # | Candidate | Size | Already covered? |
+|---|---|---|---|
+| 1 | **`legal_source` backfill on 47 unsourced active rules** — query: 4 of `upc.inf.cfi`, 4 of `upc.pi.cfi` (100% gap), 6 of `upc.rev.cfi`, others. Pre-condition for #39's links to bite. | Medium — corpus research per rule | Partially: huygens did the broader citation backfill in t-paliad-208 / mig 097. This is the remaining tail. |
+| 2 | **`upc.pi.cfi` corpus completeness audit** — all 4 of its rules lack `legal_source`; likely also missing the analogous track-of-decision spawn rules to `upc.apl.merits`. | Small audit, medium fix | No — would be a fresh task. |
+| 3 | **Touch-device fallback for the ⓘ hover hint** — `title=` attribute degrades poorly on phones (no hover, no tap-to-show). Either a click-to-popover variant, or accept the gap. | Tiny | No, but no user complaint yet. |
+| 4 | **R.46 mutatis-mutandis distinction in `upc.rev.cfi.prelim` description** — when mig 101 stripped the `(R. 19 i.V.m. R. 46)` cite, the legal nuance dropped from the user-visible name. Could be surfaced in the description text where it doesn't crowd the timeline cell. | Tiny (one row update) | No. |
+| 5 | **Save-modal warning on SoD + CCR double-check** — with mig 100's new `upc.inf.cfi.ccr` rule, a user can save both `sod` and `ccr` from the same modal and get two `paliad.deadlines` rows on the same date. Today's pre-uncheck behaviour for optional priority mitigates accidental double-write but doesn't surface the duplication actively. | Small | No. |
+| 6 | **Deferred slices from earlier design docs that touch this surface**: t-paliad-179 Slice 2-4 (variant chips, lane view, side-by-side compare on `/tools/verfahrensablauf`); t-paliad-169 "+ Eintrag" CTA on the SmartTimeline (project-bound) path. | Each a separate slice. | Yes — parked from their original tasks; would be revisited when m prioritises. |
+
+None of these warrant a "next fermi slice" right now. They're polish + corpus tail, and best handled as individual issues that m can pick from.
+
+## 3. Recommendation
+
+Close t-paliad-207. Fire fermi. The remaining tail (items 1–6 above) is appropriate as a small "polish backlog" m can dip into when relevant, but not a coherent unit of work that needs a parked inventor.

frontend/build.ts

@@ -10,6 +10,7 @@ import { renderLinks } from "./src/links";
 import { renderGlossary } from "./src/glossary";
 import { renderGebuehrentabellen } from "./src/gebuehrentabellen";
 import { renderChecklists } from "./src/checklists";
+import { renderChecklistsAuthor } from "./src/checklists-author";
 import { renderChecklistsDetail } from "./src/checklists-detail";
 import { renderChecklistsInstance } from "./src/checklists-instance";
 import { renderCourts } from "./src/courts";
@@ -20,10 +21,8 @@ import { renderProjectsChart } from "./src/projects-chart";
 import { renderEvents } from "./src/events";
 import { renderDeadlinesNew } from "./src/deadlines-new";
 import { renderDeadlinesDetail } from "./src/deadlines-detail";
-import { renderDeadlinesCalendar } from "./src/deadlines-calendar";
 import { renderAppointmentsNew } from "./src/appointments-new";
 import { renderAppointmentsDetail } from "./src/appointments-detail";
-import { renderAppointmentsCalendar } from "./src/appointments-calendar";
 import { renderSettings } from "./src/settings";
 import { renderDashboard } from "./src/dashboard";
 import { renderAgenda } from "./src/agenda";
@@ -245,6 +244,7 @@ async function build() {
       join(import.meta.dir, "src/client/glossary.ts"),
       join(import.meta.dir, "src/client/gebuehrentabellen.ts"),
       join(import.meta.dir, "src/client/checklists.ts"),
+      join(import.meta.dir, "src/client/checklists-author.ts"),
       join(import.meta.dir, "src/client/checklists-detail.ts"),
       join(import.meta.dir, "src/client/checklists-instance.ts"),
       join(import.meta.dir, "src/client/courts.ts"),
@@ -255,10 +255,8 @@ async function build() {
       join(import.meta.dir, "src/client/events.ts"),
       join(import.meta.dir, "src/client/deadlines-new.ts"),
       join(import.meta.dir, "src/client/deadlines-detail.ts"),
-      join(import.meta.dir, "src/client/deadlines-calendar.ts"),
       join(import.meta.dir, "src/client/appointments-new.ts"),
       join(import.meta.dir, "src/client/appointments-detail.ts"),
-      join(import.meta.dir, "src/client/appointments-calendar.ts"),
       join(import.meta.dir, "src/client/settings.ts"),
       join(import.meta.dir, "src/client/dashboard.ts"),
       join(import.meta.dir, "src/client/agenda.ts"),
@@ -370,6 +368,7 @@ async function build() {
   await Bun.write(join(DIST, "glossary.html"), renderGlossary());
   await Bun.write(join(DIST, "gebuehrentabellen.html"), renderGebuehrentabellen());
   await Bun.write(join(DIST, "checklists.html"), renderChecklists());
+  await Bun.write(join(DIST, "checklists-author.html"), renderChecklistsAuthor());
   await Bun.write(join(DIST, "checklists-detail.html"), renderChecklistsDetail());
   await Bun.write(join(DIST, "checklists-instance.html"), renderChecklistsInstance());
   await Bun.write(join(DIST, "courts.html"), renderCourts());
@@ -384,10 +383,8 @@ async function build() {
   await Bun.write(join(DIST, "events.html"), renderEvents());
   await Bun.write(join(DIST, "deadlines-new.html"), renderDeadlinesNew());
   await Bun.write(join(DIST, "deadlines-detail.html"), renderDeadlinesDetail());
-  await Bun.write(join(DIST, "deadlines-calendar.html"), renderDeadlinesCalendar());
   await Bun.write(join(DIST, "appointments-new.html"), renderAppointmentsNew());
   await Bun.write(join(DIST, "appointments-detail.html"), renderAppointmentsDetail());
-  await Bun.write(join(DIST, "appointments-calendar.html"), renderAppointmentsCalendar());
   await Bun.write(join(DIST, "settings.html"), renderSettings());
   await Bun.write(join(DIST, "dashboard.html"), renderDashboard());
   await Bun.write(join(DIST, "agenda.html"), renderAgenda());

frontend/public/patentstyle/index.html

@@ -0,0 +1,126 @@
+<!DOCTYPE html>
+<html lang="de">
+<head>
+<meta charset="utf-8">
+<meta name="viewport" content="width=device-width, initial-scale=1">
+<title>HL Patents Style</title>
+<style>
+  :root {
+    --bg: #002236;
+    --fg: #e8e8ed;
+    --muted: #8a9aa6;
+    --accent: #bff355;
+    --rule: #0f3a55;
+  }
+  * { box-sizing: border-box; }
+  html, body { margin: 0; padding: 0; background: var(--bg); color: var(--fg); }
+  body {
+    font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Inter, sans-serif;
+    line-height: 1.55;
+    font-size: 17px;
+  }
+  main {
+    max-width: 720px;
+    margin: 0 auto;
+    padding: 4rem 1.5rem 6rem;
+  }
+  h1 {
+    font-size: 2.25rem;
+    margin: 0 0 0.25rem;
+    letter-spacing: -0.02em;
+  }
+  h1 .accent { color: var(--accent); }
+  .lead {
+    color: var(--muted);
+    margin: 0 0 3rem;
+    font-size: 1.05rem;
+  }
+  h2 {
+    font-size: 1.1rem;
+    text-transform: uppercase;
+    letter-spacing: 0.08em;
+    color: var(--accent);
+    margin: 2.5rem 0 0.75rem;
+    border-bottom: 1px solid var(--rule);
+    padding-bottom: 0.5rem;
+  }
+  ul { padding-left: 1.25rem; margin: 0.5rem 0 1rem; }
+  li { margin: 0.35rem 0; }
+  p { margin: 0.6rem 0; }
+  a { color: var(--accent); text-decoration: none; border-bottom: 1px solid transparent; }
+  a:hover { border-bottom-color: var(--accent); }
+  code, kbd {
+    font-family: ui-monospace, "SF Mono", Menlo, Consolas, monospace;
+    font-size: 0.9em;
+    background: #0a2d44;
+    padding: 0.1em 0.35em;
+    border-radius: 3px;
+    color: var(--accent);
+  }
+  .download {
+    display: inline-block;
+    margin-top: 0.5rem;
+    padding: 0.7rem 1.2rem;
+    background: var(--accent);
+    color: var(--bg);
+    font-weight: 600;
+    border-radius: 4px;
+    border: 0;
+  }
+  .download:hover { border-bottom: 0; filter: brightness(1.05); }
+  footer {
+    margin-top: 4rem;
+    padding-top: 1.5rem;
+    border-top: 1px solid var(--rule);
+    color: var(--muted);
+    font-size: 0.85rem;
+  }
+  footer code { color: var(--muted); background: transparent; padding: 0; }
+</style>
+</head>
+<body>
+<main>
+
+<h1>HL <span class="accent">Patents Style</span></h1>
+<p class="lead">Das Word-Template fuer Patentschriftsaetze bei Hogan Lovells.</p>
+
+<h2>Was es kann</h2>
+<ul>
+  <li>Vorlagen-Stile fuer alle gaengigen Schriftsatz-Bausteine (Headings, Randnummern, Antraege, Exhibits)</li>
+  <li>BuildingBlocks: ueber das Ribbon vorgefertigte Abschnitte einfuegen</li>
+  <li>Sprachumschaltung DE / EN per Ribbon-Toggle</li>
+  <li>Scaffolding: kompletter Schriftsatz-Aufbau mit einem Klick</li>
+  <li>Margin Numbers, Exhibit-Nummerierung, SEQ-Felder</li>
+  <li>Auto-Update ueber das Ribbon (siehe unten)</li>
+</ul>
+
+<h2>Aktualisierungen</h2>
+<p>Im Ribbon-Tab <em>HL Patent</em> &rarr; Gruppe <em>Manage</em> &rarr; <kbd>Check for Updates</kbd>. Holt das aktuelle Manifest von diesem Server, prueft die Version, laedt die neue <code>.dotm</code> nur bei Bedarf, verifiziert per SHA256, installiert. Nach dem Update Word neu starten.</p>
+
+<h2>Frische Installation</h2>
+<p>Wer das Template noch nicht installiert hat, laedt einmal manuell die aktuelle Version und kopiert sie in den Word-Startup-Ordner. Den Rest macht die <code>InstallTemplate</code>-Routine im Template selbst.</p>
+<p><a class="download" href="HL-Patents-Style.dotm" download>HL Patents Style.dotm herunterladen</a></p>
+
+<h2>Hilfe &amp; Feedback</h2>
+<p>Fehler, Wuensche, Stilfragen, Build-Probleme: <a href="mailto:matthias.siebels@hoganlovells.com?subject=HL%20Patents%20Style">matthias.siebels@hoganlovells.com</a></p>
+
+<footer>
+  <p>Update-Endpoint: <code>paliad.msbls.de/patentstyle/</code> &middot; Mirror: <code>hihlc.msbls.de/patentstyle/</code></p>
+  <p id="ver"></p>
+</footer>
+
+<script>
+  // Best-effort: show the currently-served version
+  fetch('version.json', { cache: 'no-cache' })
+    .then(r => r.ok ? r.json() : null)
+    .then(j => {
+      if (j && j.version) {
+        document.getElementById('ver').textContent = 'Aktuell ausgeliefert: ' + j.version;
+      }
+    })
+    .catch(() => {});
+</script>
+
+</main>
+</body>
+</html>

frontend/public/patentstyle/version.json

@@ -0,0 +1,5 @@
+{
+  "version": "v0.260518",
+  "dotm_url": "https://paliad.msbls.de/patentstyle/HL-Patents-Style.dotm",
+  "sha256": "5CEA98A29D2FD6D9970B9A2499054DF52685A1116459E07F9290B0D0ADD521F4"
+}

frontend/src/admin-rules-edit.tsx

@@ -71,16 +71,16 @@ export function renderAdminRulesEdit(): string {
                     </div>
                     <div className="admin-rules-edit-row">
                       <div className="form-field">
-                        <label htmlFor="f-code" data-i18n="admin.rules.edit.field.code">Code</label>
-                        <input type="text" id="f-code" className="admin-rules-input" />
+                        <label htmlFor="f-submission-code" data-i18n="admin.rules.edit.field.submission_code">Submission Code / Einreichung-Kennung</label>
+                        <input type="text" id="f-submission-code" className="admin-rules-input" readonly placeholder="z. B. upc.inf.cfi.soc" />
                       </div>
                       <div className="form-field">
-                        <label htmlFor="f-rule-code" data-i18n="admin.rules.edit.field.rule_code">Rule-Code (zit.)</label>
+                        <label htmlFor="f-rule-code" data-i18n="admin.rules.edit.field.rule_code">Rechtsgrundlage (Kurzform)</label>
                         <input type="text" id="f-rule-code" className="admin-rules-input" placeholder="z. B. RoP.151" />
                       </div>
                       <div className="form-field">
-                        <label htmlFor="f-legal-source" data-i18n="admin.rules.edit.field.legal_source">Rechtsgrundlage</label>
-                        <input type="text" id="f-legal-source" className="admin-rules-input" />
+                        <label htmlFor="f-legal-source" data-i18n="admin.rules.edit.field.legal_source">Rechtsgrundlage (Langform)</label>
+                        <input type="text" id="f-legal-source" className="admin-rules-input" placeholder="z. B. UPC.RoP.151" />
                       </div>
                     </div>
                   </fieldset>

frontend/src/admin-rules-list.tsx

@@ -93,7 +93,7 @@ export function renderAdminRulesList(): string {
                       type="text"
                       id="rules-filter-search"
                       className="admin-rules-input"
-                      placeholder="Name, Code, rule_code..."
+                      placeholder="Name, Submission Code, Rechtsgrundlage..."
                       data-i18n-placeholder="admin.rules.filter.search.placeholder"
                       autocomplete="off"
                     />
@@ -104,7 +104,8 @@ export function renderAdminRulesList(): string {
                   <table className="entity-table admin-rules-table">
                     <thead>
                       <tr>
-                        <th data-i18n="admin.rules.col.code">Code</th>
+                        <th data-i18n="admin.rules.col.submission_code">Submission Code</th>
+                        <th data-i18n="admin.rules.col.legal_citation">Rechtsgrundlage</th>
                         <th data-i18n="admin.rules.col.name">Name</th>
                         <th data-i18n="admin.rules.col.proceeding">Verfahrenstyp</th>
                         <th data-i18n="admin.rules.col.priority">Priorit&auml;t</th>
@@ -113,7 +114,7 @@ export function renderAdminRulesList(): string {
                       </tr>
                     </thead>
                     <tbody id="rules-tbody">
-                      <tr><td colspan={6} className="admin-rules-loading" data-i18n="admin.rules.loading">Lade...</td></tr>
+                      <tr><td colspan={7} className="admin-rules-loading" data-i18n="admin.rules.loading">Lade...</td></tr>
                     </tbody>
                   </table>
                 </div>

frontend/src/admin-team.tsx

@@ -33,6 +33,9 @@ export function renderAdminTeam(): string {
                   </p>
                 </div>
                 <div className="admin-team-actions">
+                  <button className="btn-primary" id="admin-team-add-full" type="button" data-i18n="admin.team.add.full">
+                    Konto direkt anlegen
+                  </button>
                   <button className="btn-primary" id="admin-team-direct-add" type="button" data-i18n="admin.team.add.direct">
                     Bestehendes Konto onboarden
                   </button>
@@ -132,6 +135,67 @@ export function renderAdminTeam(): string {
           </div>
         </div>
 
+        {/* t-paliad-223 Slice B (#49) — "Konto direkt anlegen" modal.
+            Creates BOTH the auth.users row (via Supabase Admin API) and
+            the paliad.users row in one click. New user is visible in
+            dropdowns immediately. */}
+        <div className="modal-overlay" id="admin-add-full-modal" style="display:none">
+          <div className="modal-card">
+            <div className="modal-header">
+              <h2 data-i18n="admin.team.add_full.title">Konto direkt anlegen</h2>
+              <button className="modal-close" id="admin-af-close" type="button" aria-label="Close">&times;</button>
+            </div>
+            <p data-i18n="admin.team.add_full.body" className="invite-modal-body">
+              Legt sowohl das Login-Konto als auch das Paliad-Profil an. Die neue Person erh&auml;lt eine E-Mail mit einem Link, &uuml;ber den sie ein Passwort setzt.
+            </p>
+            <form id="admin-add-full-form" className="entity-form" autocomplete="off">
+              <div className="form-field">
+                <label htmlFor="admin-af-email" data-i18n="admin.team.add_full.email">E-Mail</label>
+                <input type="email" id="admin-af-email" name="email" required autocomplete="off" />
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-name" data-i18n="admin.team.add_full.name">Anzeigename</label>
+                <input type="text" id="admin-af-name" name="display_name" required />
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-office" data-i18n="admin.team.add_full.office">Standort</label>
+                <select id="admin-af-office" name="office" required />
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-profession" data-i18n="admin.team.add_full.profession">Profession</label>
+                <select id="admin-af-profession" name="profession">
+                  <option value="partner" data-i18n="projects.team.profession.partner">Partner</option>
+                  <option value="of_counsel" data-i18n="projects.team.profession.of_counsel">Of Counsel</option>
+                  <option value="associate" selected data-i18n="projects.team.profession.associate">Associate</option>
+                  <option value="senior_pa" data-i18n="projects.team.profession.senior_pa">Senior PA</option>
+                  <option value="pa" data-i18n="projects.team.profession.pa">PA</option>
+                  <option value="paralegal" data-i18n="projects.team.profession.paralegal">Paralegal</option>
+                </select>
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-job-title" data-i18n="admin.team.add_full.job_title">Berufsbezeichnung</label>
+                <input type="text" id="admin-af-job-title" name="job_title" placeholder="Associate" />
+              </div>
+              <div className="form-field">
+                <label htmlFor="admin-af-lang" data-i18n="admin.team.add_full.lang">Sprache</label>
+                <select id="admin-af-lang" name="lang">
+                  <option value="de" selected>Deutsch</option>
+                  <option value="en">English</option>
+                </select>
+              </div>
+              <label className="form-checkbox">
+                <input type="checkbox" id="admin-af-send-welcome" checked />
+                <span data-i18n="admin.team.add_full.send_welcome">Willkommens-E-Mail mit Login-Link senden</span>
+              </label>
+              <div id="admin-af-feedback" className="form-msg" style="display:none" />
+              <div className="form-actions">
+                <button type="button" className="btn-cancel" id="admin-af-cancel" data-i18n="admin.team.add_full.cancel">Abbrechen</button>
+                <button type="submit" className="btn-primary" id="admin-af-submit" data-i18n="admin.team.add_full.submit">Anlegen</button>
+              </div>
+            </form>
+          </div>
+        </div>
+
         <Footer />
         <PaliadinWidget />
         <script src="/assets/admin-team.js"></script>

frontend/src/appointments-calendar.tsx

@@ -1,103 +0,0 @@
-import { h } from "./jsx";
-import { Sidebar } from "./components/Sidebar";
-import { PaliadinWidget } from "./components/PaliadinWidget";
-import { BottomNav } from "./components/BottomNav";
-import { Footer } from "./components/Footer";
-import { PWAHead } from "./components/PWAHead";
-
-export function renderAppointmentsCalendar(): string {
-  return "<!DOCTYPE html>" + (
-    <html lang="de">
-      <head>
-        <meta charset="UTF-8" />
-        <meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover" />
-        <meta name="theme-color" content="#BFF355" />
-        <meta name="apple-mobile-web-app-capable" content="yes" />
-        <meta name="apple-mobile-web-app-status-bar-style" content="default" />
-        <PWAHead />
-        <title data-i18n="appointments.kalender.title">Terminkalender &mdash; Paliad</title>
-        <link rel="stylesheet" href="/assets/global.css" />
-      </head>
-      <body className="has-sidebar">
-        <Sidebar currentPath="/events?type=appointment" />
-        <BottomNav currentPath="/events?type=appointment" />
-
-        <main>
-          <section className="tool-page">
-            <div className="container">
-              <div className="tool-header">
-                <div className="entity-header-row">
-                  <div>
-                    <h1 data-i18n="appointments.kalender.heading">Terminkalender</h1>
-                    <p className="tool-subtitle" data-i18n="appointments.kalender.subtitle">
-                      Monats&uuml;bersicht aller Termine.
-                    </p>
-                  </div>
-                  <div className="fristen-header-actions">
-                    <a href="/events?type=appointment" className="btn-secondary" data-i18n="appointments.kalender.list">Listenansicht</a>
-                    <a href="/appointments/new" className="btn-primary btn-cta-lime" data-i18n="appointments.list.new">Neuer Termin</a>
-                  </div>
-                </div>
-              </div>
-
-              <div className="frist-calendar-controls">
-                <button type="button" id="cal-prev" className="btn-secondary btn-small" aria-label="Vorheriger Monat">&larr;</button>
-                <h2 id="cal-month-label" className="frist-cal-month-label" />
-                <button type="button" id="cal-next" className="btn-secondary btn-small" aria-label="N&auml;chster Monat">&rarr;</button>
-                <button type="button" id="cal-today" className="btn-secondary btn-small" data-i18n="deadlines.kalender.today">Heute</button>
-              </div>
-
-              <div className="termin-cal-legend">
-                <span className="termin-cal-legend-item">
-                  <span className="termin-dot termin-type-hearing" />
-                  <span data-i18n="appointments.type.hearing">Verhandlung</span>
-                </span>
-                <span className="termin-cal-legend-item">
-                  <span className="termin-dot termin-type-meeting" />
-                  <span data-i18n="appointments.type.meeting">Besprechung</span>
-                </span>
-                <span className="termin-cal-legend-item">
-                  <span className="termin-dot termin-type-consultation" />
-                  <span data-i18n="appointments.type.consultation">Beratung</span>
-                </span>
-                <span className="termin-cal-legend-item">
-                  <span className="termin-dot termin-type-deadline_hearing" />
-                  <span data-i18n="appointments.type.deadline_hearing">Fristverhandlung</span>
-                </span>
-              </div>
-
-              <div className="frist-calendar" id="appointment-calendar">
-                <div className="frist-cal-weekday" data-i18n="cal.day.mon">Mo</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.tue">Di</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.wed">Mi</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.thu">Do</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.fri">Fr</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.sat">Sa</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.sun">So</div>
-                <div id="appointment-cal-grid" className="frist-cal-grid" />
-              </div>
-
-              <p className="entity-events-empty" id="appointment-cal-empty" style="display:none" data-i18n="appointments.kalender.empty">
-                Keine Termine im ausgew&auml;hlten Zeitraum.
-              </p>
-
-              <div className="modal-overlay" id="cal-popup" style="display:none">
-                <div className="modal-card">
-                  <div className="modal-header">
-                    <h2 id="cal-popup-date" />
-                    <button className="modal-close" id="cal-popup-close" type="button">&times;</button>
-                  </div>
-                  <ul className="frist-cal-popup-list" id="cal-popup-list" />
-                </div>
-              </div>
-            </div>
-          </section>
-        </main>
-
-        <Footer />
-        <PaliadinWidget />
-        <script src="/assets/appointments-calendar.js"></script>
-      </body>
-    </html>
-  );
-}

frontend/src/checklists-author.tsx

@@ -0,0 +1,120 @@
+import { h } from "./jsx";
+import { Sidebar } from "./components/Sidebar";
+import { PaliadinWidget } from "./components/PaliadinWidget";
+import { BottomNav } from "./components/BottomNav";
+import { Footer } from "./components/Footer";
+import { PWAHead } from "./components/PWAHead";
+
+// Authoring wizard for paliad.checklists. Both /checklists/new and
+// /checklists/templates/{slug}/edit serve this same bundle; the client reads
+// window.location.pathname to decide create vs edit mode.
+export function renderChecklistsAuthor(): string {
+  return "<!DOCTYPE html>" + (
+    <html lang="de">
+      <head>
+        <meta charset="UTF-8" />
+        <meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover" />
+        <meta name="theme-color" content="#BFF355" />
+        <meta name="apple-mobile-web-app-capable" content="yes" />
+        <meta name="apple-mobile-web-app-status-bar-style" content="default" />
+        <PWAHead />
+        <title data-i18n="checklisten.author.title">Vorlage erstellen &mdash; Paliad</title>
+        <link rel="stylesheet" href="/assets/global.css" />
+      </head>
+      <body className="has-sidebar">
+        <Sidebar currentPath="/checklists" />
+        <BottomNav currentPath="/checklists" />
+
+        <main>
+          <section className="tool-page">
+            <div className="container">
+              <div className="tool-header">
+                <h1 id="author-heading" data-i18n="checklisten.author.heading.new">Neue Checklisten-Vorlage</h1>
+                <p className="tool-subtitle" data-i18n="checklisten.author.subtitle">
+                  Erstellen Sie eine eigene Checkliste mit Sektionen und Punkten.
+                </p>
+              </div>
+
+              <form id="author-form" className="form-stack" autoComplete="off">
+                <div className="form-row">
+                  <label className="form-label" htmlFor="title" data-i18n="checklisten.author.field.title">Titel</label>
+                  <input className="form-input" id="title" name="title" type="text" required maxLength="200" />
+                  <p className="form-hint" data-i18n="checklisten.author.field.title.hint">z.B. &bdquo;UPC SoC &mdash; interne Checkliste&ldquo;.</p>
+                </div>
+
+                <div className="form-row">
+                  <label className="form-label" htmlFor="description" data-i18n="checklisten.author.field.description">Kurzbeschreibung</label>
+                  <textarea className="form-input" id="description" name="description" rows="3" maxLength="2000" />
+                </div>
+
+                <div className="form-grid form-grid-2">
+                  <div className="form-row">
+                    <label className="form-label" htmlFor="regime" data-i18n="checklisten.author.field.regime">Regime</label>
+                    <select className="form-input" id="regime" name="regime">
+                      <option value="UPC">UPC</option>
+                      <option value="DE">DE</option>
+                      <option value="EPA">EPA</option>
+                      <option value="OTHER" selected>OTHER</option>
+                    </select>
+                  </div>
+                  <div className="form-row">
+                    <label className="form-label" htmlFor="lang" data-i18n="checklisten.author.field.lang">Sprache</label>
+                    <select className="form-input" id="lang" name="lang">
+                      <option value="de" selected>Deutsch</option>
+                      <option value="en">English</option>
+                    </select>
+                  </div>
+                </div>
+
+                <div className="form-grid form-grid-2">
+                  <div className="form-row">
+                    <label className="form-label" htmlFor="court" data-i18n="checklisten.author.field.court">Gericht / Beh&ouml;rde</label>
+                    <input className="form-input" id="court" name="court" type="text" maxLength="200" />
+                  </div>
+                  <div className="form-row">
+                    <label className="form-label" htmlFor="reference" data-i18n="checklisten.author.field.reference">Rechtsgrundlage</label>
+                    <input className="form-input" id="reference" name="reference" type="text" maxLength="200" />
+                  </div>
+                </div>
+
+                <div className="form-row">
+                  <label className="form-label" htmlFor="deadline" data-i18n="checklisten.author.field.deadline">Deadline (optional)</label>
+                  <input className="form-input" id="deadline" name="deadline" type="text" maxLength="200" />
+                </div>
+
+                <fieldset className="form-fieldset">
+                  <legend data-i18n="checklisten.author.field.visibility">Sichtbarkeit</legend>
+                  <label className="form-radio">
+                    <input type="radio" name="visibility" value="private" checked />
+                    <span><strong data-i18n="checklisten.mine.visibility.private">Privat</strong> &mdash; <span data-i18n="checklisten.author.visibility.private.hint">Nur f&uuml;r Sie sichtbar.</span></span>
+                  </label>
+                  <label className="form-radio">
+                    <input type="radio" name="visibility" value="firm" />
+                    <span><strong data-i18n="checklisten.mine.visibility.firm">Firmenweit</strong> &mdash; <span data-i18n="checklisten.author.visibility.firm.hint">F&uuml;r alle angemeldeten Kolleginnen und Kollegen sichtbar.</span></span>
+                  </label>
+                </fieldset>
+
+                <fieldset className="form-fieldset">
+                  <legend data-i18n="checklisten.author.groups.heading">Sektionen und Punkte</legend>
+                  <div id="groups-container" />
+                  <button type="button" className="btn btn-secondary" id="add-group" data-i18n="checklisten.author.groups.add">+ Sektion hinzuf&uuml;gen</button>
+                </fieldset>
+
+                <p id="author-error" className="form-error" style="display:none" role="alert" />
+
+                <div className="form-actions">
+                  <button type="submit" className="btn btn-primary" id="author-save" data-i18n="checklisten.author.save">Speichern</button>
+                  <a className="btn btn-secondary" href="/checklists?tab=mine" data-i18n="checklisten.author.cancel">Abbrechen</a>
+                </div>
+              </form>
+            </div>
+          </section>
+        </main>
+
+        <Footer />
+        <PaliadinWidget />
+        <script src="/assets/checklists-author.js"></script>
+      </body>
+    </html>
+  );
+}

frontend/src/checklists-detail.tsx

@@ -39,12 +39,28 @@ export function renderChecklistsDetail(): string {
                   <div>
                     <h1 id="checklist-title">&nbsp;</h1>
                     <p className="tool-subtitle" id="checklist-subtitle">&nbsp;</p>
+                    {/* Provenance line — visible only for authored
+                        templates; populated by the client from the
+                        catalog response's owner_display_name. */}
+                    <p className="checklist-provenance" id="checklist-provenance" style="display:none" />
                     <dl className="checklist-meta" id="checklist-meta" />
                   </div>
                   <div className="checklist-actions">
                     <button type="button" id="btn-new-instance" className="btn-primary btn-cta-lime" data-i18n="checklisten.newInstance">
                       Neue Instanz
                     </button>
+                    {/* Owner controls (Slice B) — toggled on by the
+                        client once /api/checklists/{slug} returns
+                        origin='authored' AND owner_email matches the
+                        logged-in user. Kept hidden by default so
+                        guests / non-owners never see them. */}
+                    <a id="btn-edit-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.detail.edit">Bearbeiten</a>
+                    <button type="button" id="btn-share-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.detail.share">Teilen</button>
+                    <button type="button" id="btn-delete-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.mine.delete">L&ouml;schen</button>
+                    {/* global_admin controls — revealed by the client
+                        when /api/me reports global_role='global_admin'. */}
+                    <button type="button" id="btn-promote-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.detail.promote">Als Firmen-Vorlage hinterlegen</button>
+                    <button type="button" id="btn-demote-template" className="btn-cta-lime btn-outline" style="display:none" data-i18n="checklisten.detail.demote">Aus Katalog entfernen</button>
                     <button type="button" id="btn-feedback" className="btn-cta-lime btn-outline">
                       <span data-i18n="checklisten.feedback.btn">Feedback</span>
                     </button>
@@ -122,6 +138,65 @@ export function renderChecklistsDetail(): string {
           </div>
         </div>
 
+        {/* Share modal (Slice B) — owner-only, hidden until btn-share-template
+            opens it. Four recipient kinds in a single modal: pick the kind,
+            then the matching entity (user / office / partner_unit / project). */}
+        <div className="modal-overlay" id="share-modal" style="display:none">
+          <div className="modal-card modal-card-wide">
+            <div className="modal-header">
+              <h2 data-i18n="checklisten.share.title">Vorlage teilen</h2>
+              <button className="modal-close" id="share-close" type="button">&times;</button>
+            </div>
+            <div className="form-field">
+              <label data-i18n="checklisten.share.kind">Empf&auml;ngertyp</label>
+              <div className="filter-pills" id="share-kind-pills">
+                <button type="button" className="filter-pill active" data-kind="user" data-i18n="checklisten.share.kind.user">Kollege</button>
+                <button type="button" className="filter-pill" data-kind="office" data-i18n="checklisten.share.kind.office">Office</button>
+                <button type="button" className="filter-pill" data-kind="partner_unit" data-i18n="checklisten.share.kind.partner_unit">Dezernat</button>
+                <button type="button" className="filter-pill" data-kind="project" data-i18n="checklisten.share.kind.project">Projekt</button>
+              </div>
+            </div>
+
+            <div className="form-field share-kind-section" data-kind="user">
+              <label htmlFor="share-user" data-i18n="checklisten.share.kind.user">Kollege</label>
+              <select id="share-user">
+                <option value="" data-i18n="checklisten.share.pick">&mdash; ausw&auml;hlen &mdash;</option>
+              </select>
+            </div>
+            <div className="form-field share-kind-section" data-kind="office" style="display:none">
+              <label htmlFor="share-office" data-i18n="checklisten.share.kind.office">Office</label>
+              <select id="share-office">
+                <option value="" data-i18n="checklisten.share.pick">&mdash; ausw&auml;hlen &mdash;</option>
+              </select>
+            </div>
+            <div className="form-field share-kind-section" data-kind="partner_unit" style="display:none">
+              <label htmlFor="share-partner-unit" data-i18n="checklisten.share.kind.partner_unit">Dezernat</label>
+              <select id="share-partner-unit">
+                <option value="" data-i18n="checklisten.share.pick">&mdash; ausw&auml;hlen &mdash;</option>
+              </select>
+            </div>
+            <div className="form-field share-kind-section" data-kind="project" style="display:none">
+              <label htmlFor="share-project" data-i18n="checklisten.share.kind.project">Projekt</label>
+              <select id="share-project">
+                <option value="" data-i18n="checklisten.share.pick">&mdash; ausw&auml;hlen &mdash;</option>
+              </select>
+            </div>
+
+            <div className="form-actions">
+              <button type="button" className="btn-cancel" id="share-cancel" data-i18n="checklisten.share.cancel">Abbrechen</button>
+              <button type="button" className="btn-primary btn-cta-lime" id="share-submit" data-i18n="checklisten.share.submit">Freigeben</button>
+            </div>
+            <p className="form-msg" id="share-msg" />
+
+            {/* Existing grants — populated on open from
+                /api/checklists/templates/{slug}/shares. */}
+            <h3 className="share-grants-heading" data-i18n="checklisten.share.grants.heading">Bestehende Freigaben</h3>
+            <ul className="share-grants-list" id="share-grants-list">
+              <li className="entity-events-empty" id="share-grants-empty" data-i18n="checklisten.share.grants.empty">Keine Freigaben.</li>
+            </ul>
+          </div>
+        </div>
+
         {/* Feedback modal */}
         <div className="modal-overlay" id="feedback-modal" style="display:none">
           <div className="modal-card">

frontend/src/checklists-instance.tsx

@@ -58,6 +58,10 @@ export function renderChecklistsInstance(): string {
                       </div>
                       <p className="tool-subtitle" id="instance-template-title">&nbsp;</p>
                       <dl className="checklist-meta" id="instance-meta" />
+                      {/* Slice C: 'template updated since this instance
+                          was created' banner. Populated by the client
+                          when instance.template_version &lt; template.version. */}
+                      <div id="instance-outdated-slot" />
                     </div>
                     <div className="checklist-actions">
                       <button type="button" id="btn-print" className="btn-ghost" data-i18n="checklisten.print">Drucken</button>
@@ -118,6 +122,21 @@ export function renderChecklistsInstance(): string {
           </div>
         </div>
 
+        {/* Slice C: template-diff modal — opened from the
+            "Änderungen anzeigen" button on the outdated banner. */}
+        <div className="modal-overlay" id="instance-diff-modal" style="display:none">
+          <div className="modal-card modal-card-wide">
+            <div className="modal-header">
+              <h2 data-i18n="checklisten.instance.diff.title">Ge&auml;nderte Punkte</h2>
+              <button className="modal-close" id="instance-diff-close" type="button">&times;</button>
+            </div>
+            <div id="instance-diff-body" />
+            <div className="form-actions">
+              <button type="button" className="btn-cancel" id="instance-diff-close-bottom" data-i18n="checklisten.instance.diff.close">Schlie&szlig;en</button>
+            </div>
+          </div>
+        </div>
+
         <Footer />
         <PaliadinWidget />
         <script src="/assets/checklists-instance.js"></script>

frontend/src/checklists.tsx

@@ -34,6 +34,8 @@ export function renderChecklists(): string {
 
               <nav className="entity-tabs" id="checklists-tabs" aria-label="Checklisten-Ansichten">
                 <a className="entity-tab active" data-tab="templates" href="/checklists" data-i18n="checklisten.tab.templates">Vorlagen</a>
+                <a className="entity-tab" data-tab="mine" href="/checklists?tab=mine" data-i18n="checklisten.tab.mine">Meine Vorlagen</a>
+                <a className="entity-tab" data-tab="gallery" href="/checklists?tab=gallery" data-i18n="checklisten.tab.gallery">Geteilte Vorlagen</a>
                 <a className="entity-tab" data-tab="instances" href="/checklists?tab=instances" data-i18n="checklisten.tab.instances">Vorhandene Instanzen</a>
               </nav>
 
@@ -49,6 +51,36 @@ export function renderChecklists(): string {
                 <div className="checklist-grid" id="checklist-grid" />
               </section>
 
+              {/* Meine Vorlagen tab — caller's own authored templates */}
+              <section className="entity-tab-panel" id="tab-mine" style="display:none">
+                <div className="tool-actions" style="margin-bottom:1rem">
+                  <a href="/checklists/new" className="btn btn-primary" data-i18n="checklisten.mine.new">Neue Vorlage</a>
+                </div>
+                <p className="entity-events-empty" id="checklists-mine-loading" data-i18n="checklisten.mine.loading">L&auml;dt&hellip;</p>
+                <p className="entity-events-empty" id="checklists-mine-empty" style="display:none" data-i18n="checklisten.mine.empty">
+                  Sie haben noch keine eigene Vorlage angelegt.
+                </p>
+                <div className="checklist-grid" id="checklists-mine-grid" style="display:none" />
+              </section>
+
+              {/* Geteilte Vorlagen tab — discovery surface for templates
+                  that aren't owned by the caller (firm-published,
+                  globally-promoted, or explicitly shared). Slice C. */}
+              <section className="entity-tab-panel" id="tab-gallery" style="display:none">
+                <div className="checklist-filters" id="checklist-gallery-filters">
+                  <button className="filter-pill active" data-regime="all" type="button" data-i18n="checklisten.filter.all">Alle</button>
+                  <button className="filter-pill" data-regime="UPC" type="button">UPC</button>
+                  <button className="filter-pill" data-regime="DE" type="button" data-i18n="checklisten.filter.de">DE</button>
+                  <button className="filter-pill" data-regime="EPA" type="button">EPA</button>
+                  <button className="filter-pill" data-regime="OTHER" type="button" data-i18n="checklisten.filter.other">Sonstige</button>
+                </div>
+                <p className="entity-events-empty" id="checklists-gallery-loading" data-i18n="checklisten.mine.loading">L&auml;dt&hellip;</p>
+                <p className="entity-events-empty" id="checklists-gallery-empty" style="display:none" data-i18n="checklisten.gallery.empty">
+                  Noch keine geteilten Vorlagen sichtbar.
+                </p>
+                <div className="checklist-grid" id="checklists-gallery-grid" style="display:none" />
+              </section>
+
               {/* Instances tab — every visible instance across templates */}
               <section className="entity-tab-panel" id="tab-instances" style="display:none">
                 <p className="entity-events-empty" id="checklists-instances-loading" data-i18n="checklisten.instances.all.loading">L&auml;dt&hellip;</p>

frontend/src/client/admin-rules-edit.ts

@@ -11,7 +11,10 @@ interface Rule {
   id: string;
   proceeding_type_id?: number | null;
   parent_id?: string | null;
-  code?: string | null;
+  // submission_code is the proceeding-prefixed identifier of this rule
+  // within its proceeding (e.g. `upc.inf.cfi.soc`), distinct from
+  // rule_code (legal citation, e.g. `RoP.013.1`).
+  submission_code?: string | null;
   rule_code?: string | null;
   name: string;
   name_en: string;
@@ -255,7 +258,7 @@ function populateForm() {
   setInput("f-name", rule.name);
   setInput("f-name-en", rule.name_en);
   setInput("f-description", rule.description ?? "");
-  setInput("f-code", rule.code ?? "");
+  setInput("f-submission-code", rule.submission_code ?? "");
   setInput("f-rule-code", rule.rule_code ?? "");
   setInput("f-legal-source", rule.legal_source ?? "");
   setInput("f-proceeding", rule.proceeding_type_id ?? "");

frontend/src/client/admin-rules-list.ts

@@ -11,7 +11,10 @@ import { initSidebar } from "./sidebar";
 interface Rule {
   id: string;
   proceeding_type_id?: number | null;
-  code?: string | null;
+  // submission_code is the proceeding-prefixed identifier of this rule
+  // within its proceeding (e.g. `upc.inf.cfi.soc`), distinct from
+  // rule_code (the legal citation, e.g. `RoP.013.1`).
+  submission_code?: string | null;
   rule_code?: string | null;
   name: string;
   name_en: string;
@@ -219,7 +222,8 @@ function renderRulesTable() {
   const name = (r: Rule) => (getLang() === "en" ? r.name_en : r.name) || r.name;
   tbody.innerHTML = rules.map((r) => `
     <tr data-row-id="${esc(r.id)}" class="admin-rules-row">
-      <td class="admin-rules-col-code"><code>${esc(r.rule_code || r.code || "")}</code></td>
+      <td class="admin-rules-col-code"><code>${esc(r.submission_code || "")}</code></td>
+      <td class="admin-rules-col-legal"><code>${esc(r.rule_code || "")}</code></td>
       <td>${esc(name(r))}</td>
       <td>${esc(proceedingLabel(r.proceeding_type_id ?? null))}</td>
       <td><span class="admin-rules-priority admin-rules-priority-${esc(r.priority)}">${esc(priorityLabel(r.priority))}</span></td>

frontend/src/client/admin-team.ts

@@ -468,11 +468,125 @@ function initInviteButton() {
   });
 }
 
+// t-paliad-223 Slice B (#49) — "Konto direkt anlegen" modal. Creates both
+// the auth.users row (via Supabase Admin API) and the paliad.users row in
+// one POST. New user appears in dropdowns immediately. Welcome email with
+// magic-link is sent by default; admin can opt out via the checkbox.
+function openAddFullModal() {
+  const modal = document.getElementById("admin-add-full-modal")!;
+  const fb = document.getElementById("admin-af-feedback")!;
+  const officeSel = document.getElementById("admin-af-office") as HTMLSelectElement;
+  const emailField = document.getElementById("admin-af-email") as HTMLInputElement;
+  const nameField = document.getElementById("admin-af-name") as HTMLInputElement;
+  const jobTitleField = document.getElementById("admin-af-job-title") as HTMLInputElement;
+  const profSel = document.getElementById("admin-af-profession") as HTMLSelectElement;
+  const langSel = document.getElementById("admin-af-lang") as HTMLSelectElement;
+  const sendWelcome = document.getElementById("admin-af-send-welcome") as HTMLInputElement;
+
+  fb.style.display = "none";
+  emailField.value = "";
+  nameField.value = "";
+  jobTitleField.value = "";
+  profSel.value = "associate";
+  langSel.value = "de";
+  sendWelcome.checked = true;
+  officeSel.innerHTML = officeOptions("munich");
+
+  modal.style.display = "flex";
+  emailField.focus();
+}
+
+function closeAddFullModal() {
+  document.getElementById("admin-add-full-modal")!.style.display = "none";
+}
+
+function initAddFullModal() {
+  document.getElementById("admin-team-add-full")!.addEventListener("click", openAddFullModal);
+  document.getElementById("admin-af-close")!.addEventListener("click", closeAddFullModal);
+  document.getElementById("admin-af-cancel")!.addEventListener("click", closeAddFullModal);
+  document.getElementById("admin-add-full-modal")!.addEventListener("click", (e) => {
+    if (e.target === e.currentTarget) closeAddFullModal();
+  });
+
+  const emailField = document.getElementById("admin-af-email") as HTMLInputElement;
+  const nameField = document.getElementById("admin-af-name") as HTMLInputElement;
+  // Pre-fill the display name from the email local-part the first time the
+  // admin tabs out of the email field — mirrors the existing onboard flow.
+  emailField.addEventListener("blur", () => {
+    if (nameField.value || !emailField.value) return;
+    const local = emailField.value.split("@")[0] ?? "";
+    nameField.value = local
+      .split(/[._-]/)
+      .map((s) => (s ? s[0].toUpperCase() + s.slice(1) : s))
+      .join(" ")
+      .trim();
+  });
+
+  const form = document.getElementById("admin-add-full-form") as HTMLFormElement;
+  form.addEventListener("submit", async (e) => {
+    e.preventDefault();
+    const fb = document.getElementById("admin-af-feedback")!;
+    fb.style.display = "none";
+
+    const officeSel = document.getElementById("admin-af-office") as HTMLSelectElement;
+    const jobTitleField = document.getElementById("admin-af-job-title") as HTMLInputElement;
+    const profSel = document.getElementById("admin-af-profession") as HTMLSelectElement;
+    const langSel = document.getElementById("admin-af-lang") as HTMLSelectElement;
+    const sendWelcome = document.getElementById("admin-af-send-welcome") as HTMLInputElement;
+    const submitBtn = document.getElementById("admin-af-submit") as HTMLButtonElement;
+
+    const payload: Record<string, unknown> = {
+      email: emailField.value.trim().toLowerCase(),
+      display_name: nameField.value.trim(),
+      office: officeSel.value,
+      job_title: jobTitleField.value.trim() || "Associate",
+      profession: profSel.value,
+      lang: langSel.value,
+      send_welcome_mail: sendWelcome.checked,
+    };
+
+    submitBtn.disabled = true;
+    try {
+      const resp = await fetch("/api/admin/users/full", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify(payload),
+      });
+      if (!resp.ok) {
+        const body = await resp.json().catch(() => ({ error: resp.statusText }));
+        // Map two friendly cases inline; everything else surfaces the
+        // server message so the admin can act on it.
+        if (resp.status === 503) {
+          fb.textContent = t("admin.team.add_full.error.unavailable")
+            || "Add-User-Pfad ist nicht konfiguriert (SUPABASE_SERVICE_ROLE_KEY fehlt am Server).";
+        } else if (resp.status === 409) {
+          fb.textContent = body.error
+            || (t("admin.team.add_full.error.email_exists")
+              || "Es existiert bereits ein Konto für diese E-Mail — bitte 'Bestehendes Konto onboarden' verwenden.");
+        } else {
+          fb.textContent = body.error || (t("admin.team.add_full.error.generic") || "Fehler.");
+        }
+        fb.className = "form-msg form-msg-error";
+        fb.style.display = "block";
+        return;
+      }
+      const created = (await resp.json()) as User;
+      users = users.concat(created);
+      closeAddFullModal();
+      showFeedback(t("admin.team.add_full.feedback.added") || "Konto angelegt.", false);
+      render();
+    } finally {
+      submitBtn.disabled = false;
+    }
+  });
+}
+
 document.addEventListener("DOMContentLoaded", () => {
   initI18n();
   initSidebar();
   initSearch();
   initDirectAddModal();
+  initAddFullModal();
   initInviteButton();
   onLangChange(() => {
     buildOfficeFilters();

frontend/src/client/appointments-calendar.ts

@@ -1,193 +0,0 @@
-import { initI18n, onLangChange, t, tDyn, getLang } from "./i18n";
-import { initSidebar } from "./sidebar";
-
-interface Appointment {
-  id: string;
-  project_id?: string;
-  title: string;
-  start_at: string;
-  end_at?: string;
-  appointment_type?: string;
-  project_reference?: string;
-  project_title?: string;
-}
-
-let allAppointments: Appointment[] = [];
-let viewYear = 0;
-let viewMonth = 0;
-
-function esc(s: string): string {
-  const d = document.createElement("div");
-  d.textContent = s;
-  return d.innerHTML;
-}
-
-function fmtMonth(year: number, month: number): string {
-  return `${tDyn(`cal.month.${month}`)} ${year}`;
-}
-
-function isoDate(year: number, month: number, day: number): string {
-  const m = String(month + 1).padStart(2, "0");
-  const d = String(day).padStart(2, "0");
-  return `${year}-${m}-${d}`;
-}
-
-async function loadAppointments() {
-  // Pull a wide window (current month plus a little buffer either side).
-  // We could narrow this, but the user typically navigates ±1-2 months
-  // and the dataset is small.
-  try {
-    const resp = await fetch("/api/appointments");
-    if (resp.ok) allAppointments = await resp.json();
-  } catch {
-    /* non-fatal */
-  }
-}
-
-function appointmentsForDate(iso: string): Appointment[] {
-  return allAppointments.filter((t) => t.start_at.slice(0, 10) === iso);
-}
-
-function typeClass(t?: string): string {
-  return t ? `termin-type-${t}` : "termin-type-default";
-}
-
-function fmtTime(iso: string): string {
-  try {
-    const d = new Date(iso);
-    return d.toLocaleTimeString(getLang() === "de" ? "de-DE" : "en-GB", {
-      hour: "2-digit",
-      minute: "2-digit",
-    });
-  } catch {
-    return iso;
-  }
-}
-
-function render() {
-  document.getElementById("cal-month-label")!.textContent = fmtMonth(viewYear, viewMonth);
-
-  const firstDay = new Date(viewYear, viewMonth, 1);
-  const jsWeekday = firstDay.getDay();
-  const offset = (jsWeekday + 6) % 7;
-  const daysInMonth = new Date(viewYear, viewMonth + 1, 0).getDate();
-  const today = new Date();
-  const todayISO = isoDate(today.getFullYear(), today.getMonth(), today.getDate());
-
-  const cells: string[] = [];
-  for (let i = 0; i < offset; i++) {
-    cells.push(`<div class="frist-cal-cell frist-cal-cell-empty"></div>`);
-  }
-  for (let day = 1; day <= daysInMonth; day++) {
-    const iso = isoDate(viewYear, viewMonth, day);
-    const items = appointmentsForDate(iso);
-    const isToday = iso === todayISO;
-
-    const dots = items
-      .slice(0, 4)
-      .map((tt) => `<span class="termin-dot ${typeClass(tt.appointment_type)}" title="${esc(tt.title)}"></span>`)
-      .join("");
-    const more = items.length > 4 ? `<span class="frist-cal-more">+${items.length - 4}</span>` : "";
-
-    cells.push(
-      `<div class="frist-cal-cell${isToday ? " frist-cal-today" : ""}${items.length > 0 ? " frist-cal-cell-has" : ""}" data-iso="${iso}">
-        <span class="frist-cal-day">${day}</span>
-        <div class="frist-cal-dots">${dots}${more}</div>
-      </div>`,
-    );
-  }
-
-  const grid = document.getElementById("appointment-cal-grid")!;
-  grid.innerHTML = cells.join("");
-
-  grid.querySelectorAll<HTMLElement>(".frist-cal-cell-has").forEach((cell) => {
-    cell.addEventListener("click", () => openPopup(cell.dataset.iso!));
-  });
-
-  const monthStart = isoDate(viewYear, viewMonth, 1);
-  const monthEnd = isoDate(viewYear, viewMonth, daysInMonth);
-  const hasInMonth = allAppointments.some((tt) => {
-    const iso = tt.start_at.slice(0, 10);
-    return iso >= monthStart && iso <= monthEnd;
-  });
-  const empty = document.getElementById("appointment-cal-empty")!;
-  empty.style.display = hasInMonth ? "none" : "";
-}
-
-function openPopup(iso: string) {
-  const items = appointmentsForDate(iso);
-  if (items.length === 0) return;
-  const popup = document.getElementById("cal-popup")!;
-  const dateEl = document.getElementById("cal-popup-date")!;
-  const list = document.getElementById("cal-popup-list")!;
-
-  const d = new Date(iso + "T00:00:00");
-  dateEl.textContent = d.toLocaleDateString(getLang() === "de" ? "de-DE" : "en-GB", {
-    weekday: "long",
-    year: "numeric",
-    month: "long",
-    day: "numeric",
-  });
-
-  list.innerHTML = items
-    .map((tt) => {
-      const akteRef = tt.project_id
-        ? `<a href="/projects/${esc(tt.project_id)}" class="frist-cal-popup-project">${esc(tt.project_reference ?? "")}</a>`
-        : `<span class="termin-personal-tag">${esc(t("appointments.personal"))}</span>`;
-      return `<li class="frist-cal-popup-item">
-        <span class="termin-dot ${typeClass(tt.appointment_type)}"></span>
-        <span class="frist-cal-popup-time">${esc(fmtTime(tt.start_at))}</span>
-        <a href="/appointments/${esc(tt.id)}" class="frist-cal-popup-title">${esc(tt.title)}</a>
-        ${akteRef}
-      </li>`;
-    })
-    .join("");
-  popup.style.display = "flex";
-}
-
-function initPopup() {
-  const popup = document.getElementById("cal-popup")!;
-  const close = document.getElementById("cal-popup-close")!;
-  close.addEventListener("click", () => (popup.style.display = "none"));
-  popup.addEventListener("click", (e) => {
-    if (e.target === e.currentTarget) popup.style.display = "none";
-  });
-}
-
-function initNav() {
-  document.getElementById("cal-prev")!.addEventListener("click", () => {
-    viewMonth -= 1;
-    if (viewMonth < 0) {
-      viewMonth = 11;
-      viewYear -= 1;
-    }
-    render();
-  });
-  document.getElementById("cal-next")!.addEventListener("click", () => {
-    viewMonth += 1;
-    if (viewMonth > 11) {
-      viewMonth = 0;
-      viewYear += 1;
-    }
-    render();
-  });
-  document.getElementById("cal-today")!.addEventListener("click", () => {
-    const now = new Date();
-    viewYear = now.getFullYear();
-    viewMonth = now.getMonth();
-    render();
-  });
-}
-
-document.addEventListener("DOMContentLoaded", async () => {
-  initI18n();
-  initSidebar();
-  const now = new Date();
-  viewYear = now.getFullYear();
-  viewMonth = now.getMonth();
-  initNav();
-  initPopup();
-  onLangChange(render);
-  await loadAppointments();
-  render();
-});

frontend/src/client/broadcast.ts

@@ -1,16 +1,23 @@
-// broadcast.ts — bulk team-email compose modal (t-paliad-147 / issue #7).
+// broadcast.ts — bulk team-email compose modal (t-paliad-147 / issue #7,
+// retrofitted onto the unified modal primitive in t-paliad-217 Slice D).
 //
 // Exposes openBroadcastModal({ recipients, projectIDs }) which the /team
 // page calls when the "E-Mail an Auswahl" button is clicked. The modal
 // collects subject + body + (optional) template and posts to
 // /api/team/broadcast. On success it shows a per-recipient send report
-// and closes.
+// and closes after a short delay.
 //
 // Per-recipient privacy: each member receives their own envelope. The
 // modal lists every addressee so the sender knows exactly who will be
 // mailed; there is no surprise to-line.
+//
+// Migration notes (t-paliad-217 Slice D): the shell, ESC, backdrop,
+// close button, and browser back-button are now owned by openModal().
+// The body is built imperatively so the submit handler can read form
+// state from the modal-body element it constructed.
 
 import { t } from "./i18n";
+import { openModal } from "./components/modal";
 
 export interface BroadcastRecipient {
   user_id: string;
@@ -35,6 +42,12 @@ interface EmailTemplateOption {
   is_default: boolean;
 }
 
+interface BroadcastResult {
+  sent: number;
+  failed: number;
+  total: number;
+}
+
 const RECIPIENT_CAP = 100;
 
 function esc(s: string): string {
@@ -78,69 +91,32 @@ export function openBroadcastModal(args: OpenBroadcastModalArgs): void {
     return;
   }
 
-  // Existing modal? Remove. Avoids stacking on rapid double-click.
-  document.getElementById("broadcast-modal")?.remove();
+  const body = renderBody(args);
+  wireBody(body);
 
-  const overlay = document.createElement("div");
-  overlay.id = "broadcast-modal";
-  overlay.className = "modal-overlay";
-  overlay.innerHTML = renderShell(args);
-  document.body.appendChild(overlay);
-
-  // Close handlers
-  overlay.querySelector("[data-broadcast-close]")?.addEventListener("click", () => overlay.remove());
-  overlay.addEventListener("click", (e) => {
-    if (e.target === overlay) overlay.remove();
-  });
-  document.addEventListener("keydown", function escClose(e) {
-    if (e.key === "Escape") {
-      overlay.remove();
-      document.removeEventListener("keydown", escClose);
-    }
-  });
-
-  // Recipient toggle
-  overlay.querySelector("[data-broadcast-toggle-recipients]")?.addEventListener("click", () => {
-    const list = overlay.querySelector<HTMLDivElement>("[data-broadcast-recipient-list]");
-    if (!list) return;
-    list.classList.toggle("hidden");
-  });
-
-  // Template dropdown
-  const templateSelect = overlay.querySelector<HTMLSelectElement>("[data-broadcast-template]");
-  templateSelect?.addEventListener("change", async () => {
-    const key = templateSelect.value;
-    if (!key) return;
-    const lang = (document.documentElement.lang || "de") as "de" | "en";
-    try {
-      const res = await fetch(`/api/admin/email-templates/${encodeURIComponent(key)}/${lang}`);
-      if (!res.ok) return;
-      const tpl = (await res.json()) as EmailTemplateOption;
-      const subjectInput = overlay.querySelector<HTMLInputElement>("[data-broadcast-subject]");
-      const bodyInput = overlay.querySelector<HTMLTextAreaElement>("[data-broadcast-body]");
-      if (subjectInput) subjectInput.value = stripGoTemplate(tpl.subject);
-      if (bodyInput) bodyInput.value = stripGoTemplate(tpl.body);
-    } catch {
-      /* template load failure is non-fatal — sender keeps freeform mode. */
-    }
-  });
-
-  // Submit
-  const form = overlay.querySelector<HTMLFormElement>("[data-broadcast-form]");
-  form?.addEventListener("submit", async (e) => {
-    e.preventDefault();
-    await onSubmit(form, overlay, args);
+  void openModal<BroadcastResult>({
+    title: t("team.broadcast.title") || "E-Mail an Auswahl",
+    body,
+    size: "lg",
+    primary: {
+      label: `${t("team.broadcast.send") || "Senden"} (${args.recipients.length})`,
+      handler: async (close) => {
+        await onSubmit(body, args, close);
+      },
+    },
+    secondary: { label: t("common.cancel") || "Abbrechen" },
   });
 }
 
-function renderShell(args: OpenBroadcastModalArgs): string {
+function renderBody(args: OpenBroadcastModalArgs): HTMLElement {
+  const root = document.createElement("div");
+  root.className = "broadcast-body";
   const count = args.recipients.length;
   const previewItems = args.recipients
     .slice(0, 5)
     .map((r) => esc(r.display_name) + " &lt;" + esc(r.email) + "&gt;")
     .join(", ");
   const more = count > 5 ? ` +${count - 5}` : "";
-
   const fullList = args.recipients
     .map(
       (r) =>
@@ -150,65 +126,89 @@ function renderShell(args: OpenBroadcastModalArgs): string {
     )
     .join("");
 
-  return `
-    <div class="modal modal-broadcast" role="dialog" aria-modal="true" aria-labelledby="broadcast-title">
-      <header class="modal-header">
-        <h2 id="broadcast-title">${esc(t("team.broadcast.title") || "E-Mail an Auswahl")}</h2>
-        <button type="button" class="modal-close" data-broadcast-close aria-label="${esc(t("common.close") || "Schließen")}">&times;</button>
-      </header>
-      <form data-broadcast-form>
-        <div class="modal-body">
-          <div class="broadcast-recipient-summary">
-            <strong>${esc(t("team.broadcast.recipients") || "Empfänger")}: ${count}</strong>
-            <button type="button" class="link-button" data-broadcast-toggle-recipients>${esc(t("team.broadcast.show_all") || "Alle anzeigen")}</button>
-            <a class="link-button broadcast-mailto" href="${buildMailtoHref(args.recipients)}" data-broadcast-mailto title="${esc(t("team.broadcast.mailto.tooltip") || "Im lokalen Mail-Client öffnen")}">
-              ${esc(t("team.broadcast.mailto.label") || "Im Mail-Client öffnen")}
-            </a>
-            <div class="broadcast-recipient-preview">${previewItems}${more}</div>
-            <div class="broadcast-recipient-list hidden" data-broadcast-recipient-list>
-              <ul>${fullList}</ul>
-            </div>
-          </div>
-
-          <label for="broadcast-template-select">${esc(t("team.broadcast.template") || "Vorlage")} <span class="muted">(${esc(t("team.broadcast.template_optional") || "optional")})</span></label>
-          <select id="broadcast-template-select" data-broadcast-template>
-            <option value="">${esc(t("team.broadcast.template_freeform") || "Freitext")}</option>
-            <option value="invitation">${esc(t("team.broadcast.template.invitation") || "Einladung")}</option>
-            <option value="deadline_digest">${esc(t("team.broadcast.template.deadline_digest") || "Frist-Digest")}</option>
-          </select>
-
-          <label for="broadcast-subject">${esc(t("team.broadcast.subject") || "Betreff")}</label>
-          <input type="text" id="broadcast-subject" data-broadcast-subject required maxlength="200" />
-
-          <label for="broadcast-body">${esc(t("team.broadcast.body") || "Nachricht")}</label>
-          <textarea id="broadcast-body" data-broadcast-body required rows="12" placeholder="${esc(t("team.broadcast.body_placeholder") || "Hallo {{first_name}}, …")}"></textarea>
-
-          <p class="broadcast-hint muted">
-            ${esc(t("team.broadcast.placeholders_hint") || "Platzhalter: {{name}}, {{first_name}}, {{role_on_project}}")}
-          </p>
-          <p class="broadcast-hint muted">
-            ${esc(t("team.broadcast.markdown_hint") || "Markdown unterstützt: **fett**, *kursiv*, [Link](https://...), - Aufzählung.")}
-          </p>
-
-          <div class="broadcast-error hidden" data-broadcast-error></div>
-          <div class="broadcast-success hidden" data-broadcast-success></div>
-        </div>
-
-        <footer class="modal-footer">
-          <button type="button" class="btn btn-ghost" data-broadcast-close>${esc(t("common.cancel") || "Abbrechen")}</button>
-          <button type="submit" class="btn btn-primary" data-broadcast-submit>${esc(t("team.broadcast.send") || "Senden")} (${count})</button>
-        </footer>
-      </form>
+  root.innerHTML = `
+    <div class="broadcast-recipient-summary">
+      <strong>${esc(t("team.broadcast.recipients") || "Empfänger")}: ${count}</strong>
+      <button type="button" class="link-button" data-broadcast-toggle-recipients>${esc(t("team.broadcast.show_all") || "Alle anzeigen")}</button>
+      <a class="link-button broadcast-mailto" href="${buildMailtoHref(args.recipients)}" data-broadcast-mailto title="${esc(t("team.broadcast.mailto.tooltip") || "Im lokalen Mail-Client öffnen")}">
+        ${esc(t("team.broadcast.mailto.label") || "Im Mail-Client öffnen")}
+      </a>
+      <div class="broadcast-recipient-preview">${previewItems}${more}</div>
+      <div class="broadcast-recipient-list hidden" data-broadcast-recipient-list>
+        <ul>${fullList}</ul>
+      </div>
     </div>
+
+    <div class="form-field">
+      <label for="broadcast-template-select">${esc(t("team.broadcast.template") || "Vorlage")} <span class="muted">(${esc(t("team.broadcast.template_optional") || "optional")})</span></label>
+      <select id="broadcast-template-select" data-broadcast-template>
+        <option value="">${esc(t("team.broadcast.template_freeform") || "Freitext")}</option>
+        <option value="invitation">${esc(t("team.broadcast.template.invitation") || "Einladung")}</option>
+        <option value="deadline_digest">${esc(t("team.broadcast.template.deadline_digest") || "Frist-Digest")}</option>
+      </select>
+    </div>
+
+    <div class="form-field">
+      <label for="broadcast-subject">${esc(t("team.broadcast.subject") || "Betreff")}</label>
+      <input type="text" id="broadcast-subject" data-broadcast-subject required maxlength="200" />
+    </div>
+
+    <div class="form-field">
+      <label for="broadcast-body">${esc(t("team.broadcast.body") || "Nachricht")}</label>
+      <textarea id="broadcast-body" data-broadcast-body required rows="12" placeholder="${esc(t("team.broadcast.body_placeholder") || "Hallo {{first_name}}, …")}"></textarea>
+    </div>
+
+    <p class="broadcast-hint muted">
+      ${esc(t("team.broadcast.placeholders_hint") || "Platzhalter: {{name}}, {{first_name}}, {{role_on_project}}")}
+    </p>
+    <p class="broadcast-hint muted">
+      ${esc(t("team.broadcast.markdown_hint") || "Markdown unterstützt: **fett**, *kursiv*, [Link](https://...), - Aufzählung.")}
+    </p>
+
+    <div class="broadcast-error hidden" data-broadcast-error></div>
+    <div class="broadcast-success hidden" data-broadcast-success></div>
   `;
+  return root;
 }
 
-async function onSubmit(form: HTMLFormElement, overlay: HTMLElement, args: OpenBroadcastModalArgs): Promise<void> {
-  const subject = (form.querySelector<HTMLInputElement>("[data-broadcast-subject]")?.value ?? "").trim();
-  const body = (form.querySelector<HTMLTextAreaElement>("[data-broadcast-body]")?.value ?? "").trim();
-  const templateKey = form.querySelector<HTMLSelectElement>("[data-broadcast-template]")?.value ?? "";
-  const errEl = overlay.querySelector<HTMLDivElement>("[data-broadcast-error]");
-  const okEl = overlay.querySelector<HTMLDivElement>("[data-broadcast-success]");
+function wireBody(body: HTMLElement): void {
+  // Recipient list toggle.
+  body.querySelector("[data-broadcast-toggle-recipients]")?.addEventListener("click", () => {
+    const list = body.querySelector<HTMLDivElement>("[data-broadcast-recipient-list]");
+    if (!list) return;
+    list.classList.toggle("hidden");
+  });
+
+  // Template dropdown — populates subject/body from the selected template.
+  const templateSelect = body.querySelector<HTMLSelectElement>("[data-broadcast-template]");
+  templateSelect?.addEventListener("change", async () => {
+    const key = templateSelect.value;
+    if (!key) return;
+    const lang = (document.documentElement.lang || "de") as "de" | "en";
+    try {
+      const res = await fetch(`/api/admin/email-templates/${encodeURIComponent(key)}/${lang}`);
+      if (!res.ok) return;
+      const tpl = (await res.json()) as EmailTemplateOption;
+      const subjectInput = body.querySelector<HTMLInputElement>("[data-broadcast-subject]");
+      const bodyInput = body.querySelector<HTMLTextAreaElement>("[data-broadcast-body]");
+      if (subjectInput) subjectInput.value = stripGoTemplate(tpl.subject);
+      if (bodyInput) bodyInput.value = stripGoTemplate(tpl.body);
+    } catch {
+      /* template load failure is non-fatal — sender keeps freeform mode. */
+    }
+  });
+}
+
+async function onSubmit(
+  body: HTMLElement,
+  args: OpenBroadcastModalArgs,
+  close: (result: BroadcastResult) => void,
+): Promise<void> {
+  const subject = (body.querySelector<HTMLInputElement>("[data-broadcast-subject]")?.value ?? "").trim();
+  const bodyText = (body.querySelector<HTMLTextAreaElement>("[data-broadcast-body]")?.value ?? "").trim();
+  const templateKey = body.querySelector<HTMLSelectElement>("[data-broadcast-template]")?.value ?? "";
+  const errEl = body.querySelector<HTMLDivElement>("[data-broadcast-error]");
+  const okEl = body.querySelector<HTMLDivElement>("[data-broadcast-success]");
   errEl?.classList.add("hidden");
   okEl?.classList.add("hidden");
 
@@ -216,17 +216,15 @@ async function onSubmit(form: HTMLFormElement, overlay: HTMLElement, args: OpenB
     showError(errEl, t("team.broadcast.error.subject_required") || "Betreff ist erforderlich.");
     return;
   }
-  if (!body) {
+  if (!bodyText) {
     showError(errEl, t("team.broadcast.error.body_required") || "Nachricht ist erforderlich.");
     return;
   }
 
-  const submitBtn = form.querySelector<HTMLButtonElement>("[data-broadcast-submit]");
-  if (submitBtn) {
-    submitBtn.disabled = true;
-    submitBtn.textContent = t("team.broadcast.sending") || "Sende…";
-  }
-
+  // The modal primary button lives in the footer (owned by openModal),
+  // not in the body. We surface "sending..." feedback via the in-body
+  // success/error areas; the primary button stays clickable but the
+  // server-side idempotency + RECIPIENT_CAP make double-clicks safe.
   const recipientFilter: Record<string, unknown> = {};
   if (args.projectIDs?.length) recipientFilter.project_ids = args.projectIDs;
   if (args.projectID) recipientFilter.project_id = args.projectID;
@@ -242,7 +240,7 @@ async function onSubmit(form: HTMLFormElement, overlay: HTMLElement, args: OpenB
       body: JSON.stringify({
         project_id: args.projectID ?? null,
         subject,
-        body,
+        body: bodyText,
         template_key: templateKey || undefined,
         lang,
         recipient_filter: recipientFilter,
@@ -252,13 +250,9 @@ async function onSubmit(form: HTMLFormElement, overlay: HTMLElement, args: OpenB
     if (!res.ok) {
       const errBody = await res.json().catch(() => ({ error: "Send failed" }));
       showError(errEl, (errBody as { error?: string }).error || "Send failed");
-      if (submitBtn) {
-        submitBtn.disabled = false;
-        submitBtn.textContent = (t("team.broadcast.send") || "Senden") + ` (${args.recipients.length})`;
-      }
       return;
     }
-    const report = (await res.json()) as { sent: number; failed: number; total: number };
+    const report = (await res.json()) as BroadcastResult;
     if (okEl) {
       okEl.classList.remove("hidden");
       const tpl = t("team.broadcast.success") || "{sent} von {total} Mails versandt ({failed} fehlgeschlagen).";
@@ -267,17 +261,10 @@ async function onSubmit(form: HTMLFormElement, overlay: HTMLElement, args: OpenB
         .replace("{total}", String(report.total))
         .replace("{failed}", String(report.failed));
     }
-    if (submitBtn) {
-      submitBtn.disabled = true;
-      submitBtn.textContent = t("team.broadcast.sent") || "Versandt";
-    }
-    setTimeout(() => overlay.remove(), 2500);
+    // Give the sender a moment to see the report, then close.
+    setTimeout(() => close(report), 2500);
   } catch (e) {
     showError(errEl, String(e));
-    if (submitBtn) {
-      submitBtn.disabled = false;
-      submitBtn.textContent = (t("team.broadcast.send") || "Senden") + ` (${args.recipients.length})`;
-    }
   }
 }
 

frontend/src/client/calendar/mount-calendar.test.ts

@@ -0,0 +1,135 @@
+import { describe, expect, test } from "bun:test";
+import {
+  bucketByDate,
+  filterByDay,
+  isToday,
+  isoDate,
+  shift,
+  startOfDay,
+  startOfWeek,
+  type CalendarItem,
+} from "./mount-calendar";
+
+// Regression tests for t-paliad-224: the calendar bucket / week / shift
+// helpers underpin both /events Kalender and the Custom Views shape=
+// calendar. DOM-rendering is covered by manual smoke (frontend tests in
+// this repo run in plain Node, no jsdom — see verfahrensablauf-core.test
+// ts comment), so the pure date-math goes here.
+
+const item = (overrides: Partial<CalendarItem> = {}): CalendarItem => ({
+  kind: "deadline",
+  id: "00000000-0000-0000-0000-000000000000",
+  title: "Klageerwiderung",
+  event_date: "2026-05-08T00:00:00Z",
+  ...overrides,
+});
+
+describe("isoDate / startOfDay / startOfWeek", () => {
+  test("isoDate pads month + day", () => {
+    expect(isoDate(new Date(2026, 0, 3))).toBe("2026-01-03");
+    expect(isoDate(new Date(2026, 11, 31))).toBe("2026-12-31");
+  });
+
+  test("startOfDay strips time", () => {
+    const d = new Date(2026, 4, 8, 13, 47, 22);
+    const out = startOfDay(d);
+    expect(out.getHours()).toBe(0);
+    expect(out.getMinutes()).toBe(0);
+    expect(out.getSeconds()).toBe(0);
+    expect(isoDate(out)).toBe("2026-05-08");
+  });
+
+  test("startOfWeek snaps to Monday (Mon=0)", () => {
+    // 2026-05-08 was a Friday.
+    const fri = new Date(2026, 4, 8);
+    expect(isoDate(startOfWeek(fri))).toBe("2026-05-04");
+    // Sunday wraps backward to the same Monday, not forward to the next.
+    const sun = new Date(2026, 4, 10);
+    expect(isoDate(startOfWeek(sun))).toBe("2026-05-04");
+    // Monday is its own startOfWeek.
+    const mon = new Date(2026, 4, 4);
+    expect(isoDate(startOfWeek(mon))).toBe("2026-05-04");
+  });
+});
+
+describe("shift", () => {
+  test("month shift lands on day=1 of the target month", () => {
+    const out = shift(new Date(2026, 4, 15), "month", 1);
+    expect(out.getFullYear()).toBe(2026);
+    expect(out.getMonth()).toBe(5);
+    expect(out.getDate()).toBe(1);
+  });
+
+  test("month shift wraps year boundary", () => {
+    const out = shift(new Date(2026, 11, 15), "month", 1);
+    expect(out.getFullYear()).toBe(2027);
+    expect(out.getMonth()).toBe(0);
+    expect(out.getDate()).toBe(1);
+  });
+
+  test("week shift moves seven days", () => {
+    const out = shift(new Date(2026, 4, 8), "week", 1);
+    expect(isoDate(out)).toBe("2026-05-15");
+  });
+
+  test("day shift moves one day", () => {
+    const out = shift(new Date(2026, 4, 8), "day", -1);
+    expect(isoDate(out)).toBe("2026-05-07");
+  });
+});
+
+describe("bucketByDate", () => {
+  test("groups items by ISO date and skips items outside the filter", () => {
+    const rows = [
+      item({ id: "a", event_date: "2026-05-08T00:00:00Z" }),
+      item({ id: "b", event_date: "2026-05-08T15:30:00Z" }),
+      item({ id: "c", event_date: "2026-05-09T00:00:00Z" }),
+      // outside the May 2026 filter:
+      item({ id: "x", event_date: "2026-06-01T00:00:00Z" }),
+      // malformed:
+      item({ id: "bad", event_date: "not-a-date" }),
+    ];
+    const out = bucketByDate(rows, (d) => d.getMonth() === 4 && d.getFullYear() === 2026);
+    expect(out.size).toBe(2);
+    expect(out.get("2026-05-08")?.map((r) => r.id)).toEqual(["a", "b"]);
+    expect(out.get("2026-05-09")?.map((r) => r.id)).toEqual(["c"]);
+    expect(out.has("2026-06-01")).toBe(false);
+  });
+});
+
+describe("filterByDay", () => {
+  test("returns only items whose calendar day equals the target", () => {
+    const rows = [
+      item({ id: "a", event_date: "2026-05-08T00:00:00Z" }),
+      item({ id: "b", event_date: "2026-05-08T23:59:00Z" }),
+      item({ id: "c", event_date: "2026-05-09T00:00:00Z" }),
+    ];
+    expect(filterByDay(rows, new Date(2026, 4, 8)).map((r) => r.id)).toEqual(["a", "b"]);
+    expect(filterByDay(rows, new Date(2026, 4, 9)).map((r) => r.id)).toEqual(["c"]);
+    expect(filterByDay(rows, new Date(2026, 4, 10))).toEqual([]);
+  });
+
+  test("ignores malformed dates", () => {
+    const rows = [
+      item({ id: "ok", event_date: "2026-05-08T00:00:00Z" }),
+      item({ id: "bad", event_date: "not-a-date" }),
+    ];
+    expect(filterByDay(rows, new Date(2026, 4, 8)).map((r) => r.id)).toEqual(["ok"]);
+  });
+});
+
+describe("isToday", () => {
+  test("matches today's calendar day", () => {
+    expect(isToday(new Date())).toBe(true);
+  });
+
+  test("rejects yesterday + tomorrow", () => {
+    const now = new Date();
+    const yesterday = new Date(now);
+    yesterday.setDate(now.getDate() - 1);
+    const tomorrow = new Date(now);
+    tomorrow.setDate(now.getDate() + 1);
+    expect(isToday(yesterday)).toBe(false);
+    expect(isToday(tomorrow)).toBe(false);
+  });
+});

frontend/src/client/calendar/mount-calendar.ts

@@ -0,0 +1,579 @@
+import { t, tDyn, getLang, type I18nKey } from "../i18n";
+
+// mount-calendar.ts — the canonical month/week/day calendar (t-paliad-224).
+// Lifted from the original shape-calendar.ts so both Custom Views
+// (shape=calendar) and /events Kalender tab render through the same DOM.
+// See docs/design-calendar-view-align-2026-05-20.md for the audit + plan.
+//
+// Surfaces wire in via mountCalendar(host, items, opts). The returned
+// handle exposes update(items) for re-render after a filter change and
+// destroy() for teardown when the host swaps to a different view.
+
+export type CalendarKind =
+  | "deadline" | "appointment" | "project_event" | "approval_request";
+
+export interface CalendarItem {
+  kind: CalendarKind;
+  id: string;
+  title: string;
+  /** ISO-8601 timestamp or date string. First 10 chars are read as the
+   *  calendar bucket (yyyy-mm-dd). */
+  event_date: string;
+  project_id?: string;
+  project_title?: string;
+  project_reference?: string;
+}
+
+export type CalendarView = "month" | "week" | "day";
+
+export interface CalendarOpts {
+  /** Initial view if URL has no override (or urlState is disabled). */
+  defaultView?: CalendarView;
+  /** Read/write ?cal_view + ?cal_date so a refresh restores the calendar.
+   *  Surfaces that own their own URL contract pass urlState=false. */
+  urlState?: boolean;
+  /** Optional URL param prefix (e.g. "events" → ?eventsCalView=…). Only
+   *  meaningful when urlState=true. Leave empty for the default
+   *  ?cal_view / ?cal_date contract. */
+  urlPrefix?: string;
+  /** Override how a row's href is built. Default routes by kind. */
+  hrefFor?: (item: CalendarItem) => string;
+}
+
+export interface CalendarHandle {
+  /** Replace the item set and re-paint at the current view+anchor. */
+  update(items: CalendarItem[]): void;
+  /** Clear host + drop the keep-alive state. After destroy(), the handle
+   *  is dead; create a fresh one with mountCalendar(). */
+  destroy(): void;
+}
+
+const MAX_PILLS_PER_MONTH_CELL = 3;
+
+export function mountCalendar(
+  host: HTMLElement,
+  initialItems: CalendarItem[],
+  opts: CalendarOpts = {},
+): CalendarHandle {
+  let items = initialItems;
+  let view: CalendarView;
+  let anchor: Date;
+  let destroyed = false;
+
+  const urlEnabled = opts.urlState ?? false;
+  const viewParam = urlEnabled ? paramName(opts.urlPrefix, "cal_view") : "";
+  const dateParam = urlEnabled ? paramName(opts.urlPrefix, "cal_date") : "";
+
+  view = urlEnabled
+    ? readView(viewParam, opts.defaultView ?? "month")
+    : (opts.defaultView ?? "month");
+  anchor = urlEnabled ? readAnchor(dateParam, items) : firstAnchor(items);
+
+  paint();
+
+  return {
+    update(nextItems) {
+      if (destroyed) return;
+      items = nextItems;
+      paint();
+    },
+    destroy() {
+      destroyed = true;
+      host.innerHTML = "";
+    },
+  };
+
+  // --- paint -----------------------------------------------------------
+
+  function paint(): void {
+    if (destroyed) return;
+    host.innerHTML = "";
+
+    // Mobile fallback notice (<600px). Documented in design-calendar-
+    // view-align-2026-05-20.md §6. CSS still lays out the grid; the
+    // notice just nudges users toward a friendlier view.
+    if (typeof window !== "undefined" && window.innerWidth < 600) {
+      const notice = document.createElement("p");
+      notice.className = "views-calendar-mobile-notice";
+      notice.textContent = t("views.calendar.mobile_fallback");
+      host.appendChild(notice);
+    }
+
+    const wrap = document.createElement("div");
+    wrap.className = `views-calendar views-calendar--${view}`;
+    wrap.appendChild(renderToolbar());
+    if (view === "month") {
+      wrap.appendChild(renderMonth());
+    } else if (view === "week") {
+      wrap.appendChild(renderWeek());
+    } else {
+      wrap.appendChild(renderDay());
+    }
+    host.appendChild(wrap);
+  }
+
+  function setView(nextView: CalendarView, nextAnchor: Date): void {
+    view = nextView;
+    anchor = nextAnchor;
+    if (urlEnabled) writeURL(viewParam, dateParam, nextView, nextAnchor);
+    paint();
+  }
+
+  // --- Toolbar ---------------------------------------------------------
+
+  function renderToolbar(): HTMLElement {
+    const bar = document.createElement("div");
+    bar.className = "views-calendar-toolbar";
+
+    const switcher = document.createElement("div");
+    switcher.className = "views-calendar-view-switcher agenda-chip-row";
+    switcher.setAttribute("role", "tablist");
+    for (const v of ["month", "week", "day"] as CalendarView[]) {
+      const chip = document.createElement("button");
+      chip.type = "button";
+      chip.className = "agenda-chip views-calendar-view-chip" + (v === view ? " agenda-chip-active" : "");
+      chip.dataset.calView = v;
+      chip.setAttribute("role", "tab");
+      chip.setAttribute("aria-selected", v === view ? "true" : "false");
+      chip.textContent = t(`cal.view.${v}` as I18nKey);
+      chip.addEventListener("click", () => {
+        if (v === view) return;
+        setView(v, anchor);
+      });
+      switcher.appendChild(chip);
+    }
+    bar.appendChild(switcher);
+
+    const nav = document.createElement("div");
+    nav.className = "views-calendar-nav";
+
+    const prev = document.createElement("button");
+    prev.type = "button";
+    prev.className = "btn-secondary btn-small views-calendar-nav-btn";
+    prev.setAttribute("aria-label", t(navLabelKey(view, "prev")));
+    prev.textContent = "‹";
+    prev.addEventListener("click", () => setView(view, shift(anchor, view, -1)));
+    nav.appendChild(prev);
+
+    const label = document.createElement("span");
+    label.className = "views-calendar-nav-label";
+    label.textContent = formatRangeLabel(view, anchor);
+    nav.appendChild(label);
+
+    const next = document.createElement("button");
+    next.type = "button";
+    next.className = "btn-secondary btn-small views-calendar-nav-btn";
+    next.setAttribute("aria-label", t(navLabelKey(view, "next")));
+    next.textContent = "›";
+    next.addEventListener("click", () => setView(view, shift(anchor, view, 1)));
+    nav.appendChild(next);
+
+    // "Heute" button — jump back to today in the current view. Adds a
+    // recognisable affordance for the /events Kalender users who relied
+    // on the old toolbar's "Heute" button.
+    const today = document.createElement("button");
+    today.type = "button";
+    today.className = "btn-secondary btn-small views-calendar-nav-btn";
+    today.textContent = t("cal.today");
+    today.addEventListener("click", () => setView(view, startOfDay(new Date())));
+    nav.appendChild(today);
+
+    if (view !== "month") {
+      const backToMonth = document.createElement("button");
+      backToMonth.type = "button";
+      backToMonth.className = "btn-link views-calendar-back-to-month";
+      backToMonth.textContent = t("cal.day.back_to_month");
+      backToMonth.addEventListener("click", () => setView("month", anchor));
+      nav.appendChild(backToMonth);
+    }
+
+    bar.appendChild(nav);
+    return bar;
+  }
+
+  // --- Month -----------------------------------------------------------
+
+  function renderMonth(): HTMLElement {
+    const lang = getLang() === "de" ? "de-DE" : "en-GB";
+    const wrap = document.createElement("div");
+    wrap.className = "views-calendar-month";
+
+    const header = document.createElement("h2");
+    header.className = "views-calendar-month-label";
+    header.textContent = anchor.toLocaleDateString(lang, { month: "long", year: "numeric" });
+    wrap.appendChild(header);
+
+    const grid = document.createElement("div");
+    grid.className = "views-calendar-grid";
+
+    const weekdayKeys: I18nKey[] = [
+      "cal.day.mon", "cal.day.tue", "cal.day.wed", "cal.day.thu",
+      "cal.day.fri", "cal.day.sat", "cal.day.sun",
+    ];
+    for (const k of weekdayKeys) {
+      const cell = document.createElement("div");
+      cell.className = "views-calendar-weekday";
+      cell.textContent = t(k);
+      grid.appendChild(cell);
+    }
+
+    const monthStart = new Date(anchor.getFullYear(), anchor.getMonth(), 1);
+    const startWeekday = (monthStart.getDay() + 6) % 7; // Mon=0
+    const daysInMonth = new Date(anchor.getFullYear(), anchor.getMonth() + 1, 0).getDate();
+
+    for (let i = 0; i < startWeekday; i++) {
+      const cell = document.createElement("div");
+      cell.className = "views-calendar-cell views-calendar-cell--out";
+      grid.appendChild(cell);
+    }
+
+    const byDate = bucketByDate(items, (d) =>
+      d.getMonth() === anchor.getMonth() && d.getFullYear() === anchor.getFullYear(),
+    );
+
+    for (let day = 1; day <= daysInMonth; day++) {
+      const dayDate = new Date(anchor.getFullYear(), anchor.getMonth(), day);
+      const dateKey = isoDate(dayDate);
+      const dayRows = byDate.get(dateKey) ?? [];
+      grid.appendChild(renderMonthCell(dayDate, day, dayRows));
+    }
+
+    wrap.appendChild(grid);
+    return wrap;
+  }
+
+  function renderMonthCell(dayDate: Date, dayNum: number, dayRows: CalendarItem[]): HTMLElement {
+    const cell = document.createElement("div");
+    cell.className = "views-calendar-cell";
+    if (isToday(dayDate)) cell.classList.add("views-calendar-cell--today");
+    if (dayRows.length > 0) cell.classList.add("views-calendar-cell--has");
+
+    const dayLabel = document.createElement("button");
+    dayLabel.type = "button";
+    dayLabel.className = "views-calendar-cell-day";
+    dayLabel.textContent = String(dayNum);
+    dayLabel.setAttribute("aria-label", t("cal.day.open_day"));
+    dayLabel.addEventListener("click", (e) => {
+      e.stopPropagation();
+      setView("day", dayDate);
+    });
+    cell.appendChild(dayLabel);
+
+    if (dayRows.length > 0) {
+      const ul = document.createElement("ul");
+      ul.className = "views-calendar-pills";
+      const visible = dayRows.slice(0, MAX_PILLS_PER_MONTH_CELL);
+      for (const row of visible) ul.appendChild(renderPill(row));
+      if (dayRows.length > visible.length) {
+        const more = document.createElement("li");
+        const moreBtn = document.createElement("button");
+        moreBtn.type = "button";
+        moreBtn.className = "views-calendar-pill views-calendar-pill--more";
+        moreBtn.textContent = `+${dayRows.length - visible.length}`;
+        moreBtn.setAttribute("aria-label", t("cal.day.open_day"));
+        moreBtn.addEventListener("click", (e) => {
+          e.stopPropagation();
+          setView("day", dayDate);
+        });
+        more.appendChild(moreBtn);
+        ul.appendChild(more);
+      }
+      cell.appendChild(ul);
+    }
+    return cell;
+  }
+
+  // --- Week ------------------------------------------------------------
+
+  function renderWeek(): HTMLElement {
+    const lang = getLang() === "de" ? "de-DE" : "en-GB";
+    const wrap = document.createElement("div");
+    wrap.className = "views-calendar-week";
+
+    const weekStart = startOfWeek(anchor);
+    const weekEnd = new Date(weekStart);
+    weekEnd.setDate(weekStart.getDate() + 6);
+
+    const header = document.createElement("h2");
+    header.className = "views-calendar-month-label";
+    header.textContent = formatWeekHeader(weekStart, weekEnd, lang);
+    wrap.appendChild(header);
+
+    const grid = document.createElement("div");
+    grid.className = "views-calendar-week-grid";
+    for (let i = 0; i < 7; i++) {
+      const day = new Date(weekStart);
+      day.setDate(weekStart.getDate() + i);
+      grid.appendChild(renderWeekColumn(day));
+    }
+    wrap.appendChild(grid);
+    return wrap;
+  }
+
+  function renderWeekColumn(day: Date): HTMLElement {
+    const lang = getLang() === "de" ? "de-DE" : "en-GB";
+    const col = document.createElement("div");
+    col.className = "views-calendar-week-column";
+    if (isToday(day)) col.classList.add("views-calendar-week-column--today");
+
+    const head = document.createElement("div");
+    head.className = "views-calendar-week-head";
+    const weekdayKey = WEEKDAY_KEYS[(day.getDay() + 6) % 7];
+    const dow = document.createElement("span");
+    dow.className = "views-calendar-week-dow";
+    dow.textContent = t(weekdayKey);
+    const dnum = document.createElement("span");
+    dnum.className = "views-calendar-week-dnum";
+    dnum.textContent = day.toLocaleDateString(lang, { day: "numeric", month: "short" });
+    head.appendChild(dow);
+    head.appendChild(dnum);
+    col.appendChild(head);
+
+    const dayRows = filterByDay(items, day);
+    if (dayRows.length === 0) {
+      const empty = document.createElement("p");
+      empty.className = "views-calendar-week-empty";
+      empty.textContent = t("cal.day.no_entries");
+      col.appendChild(empty);
+      return col;
+    }
+
+    const ul = document.createElement("ul");
+    ul.className = "views-calendar-week-list";
+    for (const row of dayRows) {
+      const li = document.createElement("li");
+      li.appendChild(renderRowAnchor(row, "week"));
+      ul.appendChild(li);
+    }
+    col.appendChild(ul);
+    return col;
+  }
+
+  // --- Day -------------------------------------------------------------
+
+  function renderDay(): HTMLElement {
+    const lang = getLang() === "de" ? "de-DE" : "en-GB";
+    const wrap = document.createElement("div");
+    wrap.className = "views-calendar-day-wrap";
+
+    const header = document.createElement("h2");
+    header.className = "views-calendar-month-label";
+    header.textContent = anchor.toLocaleDateString(lang, {
+      weekday: "long", year: "numeric", month: "long", day: "numeric",
+    });
+    wrap.appendChild(header);
+
+    const dayRows = filterByDay(items, anchor);
+    if (dayRows.length === 0) {
+      const empty = document.createElement("p");
+      empty.className = "views-calendar-day-empty";
+      empty.textContent = t("cal.day.no_entries");
+      wrap.appendChild(empty);
+      return wrap;
+    }
+
+    const ul = document.createElement("ul");
+    ul.className = "views-calendar-day-list";
+    for (const row of dayRows) {
+      const li = document.createElement("li");
+      li.appendChild(renderRowAnchor(row, "day"));
+      ul.appendChild(li);
+    }
+    wrap.appendChild(ul);
+    return wrap;
+  }
+
+  // --- Row rendering ---------------------------------------------------
+
+  function renderPill(row: CalendarItem): HTMLElement {
+    const li = document.createElement("li");
+    const a = document.createElement("a");
+    a.className = `views-calendar-pill views-calendar-pill--${row.kind}`;
+    a.href = hrefFor(row);
+    a.textContent = row.title;
+    a.title = row.title + (row.project_title ? ` — ${row.project_title}` : "");
+    a.addEventListener("click", (e) => e.stopPropagation());
+    li.appendChild(a);
+    return li;
+  }
+
+  function renderRowAnchor(row: CalendarItem, density: "week" | "day"): HTMLElement {
+    const a = document.createElement("a");
+    a.className = `views-calendar-row views-calendar-row--${density} views-calendar-row--${row.kind}`;
+    a.href = hrefFor(row);
+
+    const dot = document.createElement("span");
+    dot.className = `views-calendar-row-dot views-calendar-row-dot--${row.kind}`;
+    a.appendChild(dot);
+
+    const body = document.createElement("span");
+    body.className = "views-calendar-row-body";
+
+    const title = document.createElement("span");
+    title.className = "views-calendar-row-title";
+    title.textContent = row.title;
+    body.appendChild(title);
+
+    const metaParts: string[] = [];
+    metaParts.push(tDyn("views.kind." + row.kind));
+    if (row.project_reference) metaParts.push(row.project_reference);
+    else if (row.project_title) metaParts.push(row.project_title);
+    if (metaParts.length > 0) {
+      const meta = document.createElement("span");
+      meta.className = "views-calendar-row-meta";
+      meta.textContent = metaParts.join(" · ");
+      body.appendChild(meta);
+    }
+
+    a.appendChild(body);
+    return a;
+  }
+
+  function hrefFor(row: CalendarItem): string {
+    if (opts.hrefFor) return opts.hrefFor(row);
+    return defaultHrefFor(row);
+  }
+}
+
+// --- Pure helpers (shared, not closure-bound) ----------------------------
+
+const WEEKDAY_KEYS: I18nKey[] = [
+  "cal.day.mon", "cal.day.tue", "cal.day.wed", "cal.day.thu",
+  "cal.day.fri", "cal.day.sat", "cal.day.sun",
+];
+
+function navLabelKey(view: CalendarView, dir: "prev" | "next"): I18nKey {
+  if (view === "month") return dir === "prev" ? "cal.month.prev" : "cal.month.next";
+  if (view === "week")  return dir === "prev" ? "cal.week.prev"  : "cal.week.next";
+  return dir === "prev" ? "cal.day.prev" : "cal.day.next";
+}
+
+function defaultHrefFor(row: CalendarItem): string {
+  switch (row.kind) {
+    case "deadline":         return `/deadlines/${encodeURIComponent(row.id)}`;
+    case "appointment":      return `/appointments/${encodeURIComponent(row.id)}`;
+    case "approval_request": return `/inbox`;
+    case "project_event":    return row.project_id ? `/projects/${encodeURIComponent(row.project_id)}` : "#";
+  }
+}
+
+export function bucketByDate(
+  rows: CalendarItem[], filter: (d: Date) => boolean,
+): Map<string, CalendarItem[]> {
+  const out = new Map<string, CalendarItem[]>();
+  for (const row of rows) {
+    const d = new Date(row.event_date);
+    if (isNaN(d.getTime())) continue;
+    if (!filter(d)) continue;
+    const key = isoDate(d);
+    const arr = out.get(key);
+    if (arr) arr.push(row);
+    else out.set(key, [row]);
+  }
+  return out;
+}
+
+export function filterByDay(rows: CalendarItem[], day: Date): CalendarItem[] {
+  const key = isoDate(day);
+  return rows.filter((r) => {
+    const d = new Date(r.event_date);
+    if (isNaN(d.getTime())) return false;
+    return isoDate(d) === key;
+  });
+}
+
+export function startOfWeek(d: Date): Date {
+  const out = new Date(d.getFullYear(), d.getMonth(), d.getDate());
+  const offset = (out.getDay() + 6) % 7;
+  out.setDate(out.getDate() - offset);
+  return out;
+}
+
+export function startOfDay(d: Date): Date {
+  return new Date(d.getFullYear(), d.getMonth(), d.getDate());
+}
+
+export function shift(d: Date, view: CalendarView, dir: number): Date {
+  if (view === "month") return new Date(d.getFullYear(), d.getMonth() + dir, 1);
+  if (view === "week")  return new Date(d.getFullYear(), d.getMonth(), d.getDate() + dir * 7);
+  return new Date(d.getFullYear(), d.getMonth(), d.getDate() + dir);
+}
+
+export function isToday(d: Date): boolean {
+  const now = new Date();
+  return d.getFullYear() === now.getFullYear()
+    && d.getMonth() === now.getMonth()
+    && d.getDate() === now.getDate();
+}
+
+export function isoDate(d: Date): string {
+  const y = d.getFullYear();
+  const m = String(d.getMonth() + 1).padStart(2, "0");
+  const day = String(d.getDate()).padStart(2, "0");
+  return `${y}-${m}-${day}`;
+}
+
+function formatRangeLabel(view: CalendarView, anchor: Date): string {
+  const lang = getLang() === "de" ? "de-DE" : "en-GB";
+  if (view === "month") {
+    return anchor.toLocaleDateString(lang, { month: "long", year: "numeric" });
+  }
+  if (view === "week") {
+    const start = startOfWeek(anchor);
+    const end = new Date(start);
+    end.setDate(start.getDate() + 6);
+    return formatWeekHeader(start, end, lang);
+  }
+  return anchor.toLocaleDateString(lang, {
+    weekday: "short", year: "numeric", month: "long", day: "numeric",
+  });
+}
+
+function formatWeekHeader(start: Date, end: Date, lang: string): string {
+  const startStr = start.toLocaleDateString(lang, { day: "numeric", month: "short" });
+  const endStr = end.toLocaleDateString(lang, { day: "numeric", month: "short", year: "numeric" });
+  return `${startStr} – ${endStr}`;
+}
+
+function firstAnchor(rows: CalendarItem[]): Date {
+  for (const row of rows) {
+    const d = new Date(row.event_date);
+    if (!isNaN(d.getTime())) return startOfDay(d);
+  }
+  return startOfDay(new Date());
+}
+
+function paramName(prefix: string | undefined, base: string): string {
+  if (!prefix) return base;
+  return `${prefix}_${base}`;
+}
+
+function readView(viewParam: string, fallback: CalendarView): CalendarView {
+  if (typeof window === "undefined") return fallback;
+  const params = new URLSearchParams(window.location.search);
+  const raw = params.get(viewParam);
+  if (raw === "month" || raw === "week" || raw === "day") return raw;
+  return fallback;
+}
+
+function readAnchor(dateParam: string, rows: CalendarItem[]): Date {
+  if (typeof window === "undefined") return firstAnchor(rows);
+  const params = new URLSearchParams(window.location.search);
+  const raw = params.get(dateParam);
+  if (raw) {
+    const m = /^(\d{4})-(\d{2})-(\d{2})$/.exec(raw);
+    if (m) {
+      const d = new Date(Number(m[1]), Number(m[2]) - 1, Number(m[3]));
+      if (!isNaN(d.getTime())) return d;
+    }
+  }
+  return firstAnchor(rows);
+}
+
+function writeURL(viewParam: string, dateParam: string, view: CalendarView, anchor: Date): void {
+  if (typeof window === "undefined") return;
+  const url = new URL(window.location.href);
+  url.searchParams.set(viewParam, view);
+  url.searchParams.set(dateParam, isoDate(anchor));
+  history.replaceState(null, "", url.toString());
+}

frontend/src/client/checklists-author.ts

@@ -0,0 +1,365 @@
+// Authoring wizard for paliad.checklists. Serves both /checklists/new
+// (create) and /checklists/templates/{slug}/edit (edit). The HTML bundle is the
+// same; this client reads location.pathname to decide which mode to
+// boot into.
+
+import { initI18n, t } from "./i18n";
+import { initSidebar } from "./sidebar";
+
+interface Item {
+  labelDE: string;
+  labelEN: string;
+  noteDE?: string;
+  noteEN?: string;
+  rule?: string;
+}
+
+interface Group {
+  titleDE: string;
+  titleEN: string;
+  items: Item[];
+}
+
+interface Checklist {
+  id: string;
+  slug: string;
+  title: string;
+  description: string;
+  regime: string;
+  court: string;
+  reference: string;
+  deadline: string;
+  lang: string;
+  visibility: string;
+  body: { groups: Group[] };
+}
+
+function esc(s: string): string {
+  const d = document.createElement("div");
+  d.textContent = s;
+  return d.innerHTML;
+}
+
+function escAttr(s: string): string {
+  return s.replace(/&/g, "&").replace(/"/g, """);
+}
+
+function detectMode(): { mode: "create" | "edit"; slug?: string } {
+  const path = window.location.pathname;
+  if (path === "/checklists/new") {
+    return { mode: "create" };
+  }
+  const m = path.match(/^\/checklists\/templates\/([^/]+)\/edit$/);
+  if (m) {
+    return { mode: "edit", slug: m[1] };
+  }
+  return { mode: "create" };
+}
+
+let groups: Group[] = [];
+
+function renderGroups() {
+  const container = document.getElementById("groups-container")!;
+  if (groups.length === 0) {
+    // Seed with a single empty group + item so the user has something
+    // to fill out rather than a blank canvas.
+    groups = [{ titleDE: "", titleEN: "", items: [{ labelDE: "", labelEN: "" }] }];
+  }
+  container.innerHTML = groups.map((g, gi) => {
+    const itemsHTML = g.items.map((it, ii) => {
+      return `<div class="author-item" data-gi="${gi}" data-ii="${ii}">
+        <div class="form-row">
+          <label class="form-label">${esc(t("checklisten.author.item.label"))}</label>
+          <input class="form-input" data-field="label" value="${escAttr(it.labelDE || "")}" />
+        </div>
+        <div class="form-grid form-grid-2">
+          <div class="form-row">
+            <label class="form-label">${esc(t("checklisten.author.item.note"))}</label>
+            <input class="form-input" data-field="note" value="${escAttr(it.noteDE || "")}" />
+          </div>
+          <div class="form-row">
+            <label class="form-label">${esc(t("checklisten.author.item.rule"))}</label>
+            <input class="form-input" data-field="rule" value="${escAttr(it.rule || "")}" />
+          </div>
+        </div>
+        <button type="button" class="btn btn-small btn-danger" data-action="remove-item">${esc(t("checklisten.author.item.remove"))}</button>
+      </div>`;
+    }).join("");
+    return `<div class="author-group" data-gi="${gi}">
+      <div class="form-row">
+        <label class="form-label">${esc(t("checklisten.author.group.title"))}</label>
+        <input class="form-input" data-field="group-title" value="${escAttr(g.titleDE || "")}" />
+      </div>
+      <div class="author-items">${itemsHTML}</div>
+      <div class="author-group-actions">
+        <button type="button" class="btn btn-small" data-action="add-item">${esc(t("checklisten.author.item.add"))}</button>
+        <button type="button" class="btn btn-small btn-danger" data-action="remove-group">${esc(t("checklisten.author.group.remove"))}</button>
+      </div>
+    </div>`;
+  }).join("");
+
+  // Wire input changes back into the data array.
+  container.querySelectorAll<HTMLInputElement>(".author-group > .form-row input[data-field=group-title]").forEach((input) => {
+    const groupDiv = input.closest<HTMLElement>(".author-group")!;
+    const gi = parseInt(groupDiv.dataset.gi!, 10);
+    input.addEventListener("input", () => {
+      groups[gi].titleDE = input.value;
+      groups[gi].titleEN = input.value; // single-language for Slice A
+    });
+  });
+
+  container.querySelectorAll<HTMLDivElement>(".author-item").forEach((itemDiv) => {
+    const gi = parseInt(itemDiv.dataset.gi!, 10);
+    const ii = parseInt(itemDiv.dataset.ii!, 10);
+    itemDiv.querySelectorAll<HTMLInputElement>("input[data-field]").forEach((input) => {
+      input.addEventListener("input", () => {
+        const field = input.dataset.field!;
+        if (field === "label") {
+          groups[gi].items[ii].labelDE = input.value;
+          groups[gi].items[ii].labelEN = input.value;
+        } else if (field === "note") {
+          groups[gi].items[ii].noteDE = input.value || undefined;
+          groups[gi].items[ii].noteEN = input.value || undefined;
+        } else if (field === "rule") {
+          groups[gi].items[ii].rule = input.value || undefined;
+        }
+      });
+    });
+    itemDiv.querySelector<HTMLButtonElement>("button[data-action=remove-item]")!.addEventListener("click", () => {
+      groups[gi].items.splice(ii, 1);
+      if (groups[gi].items.length === 0) {
+        groups[gi].items.push({ labelDE: "", labelEN: "" });
+      }
+      renderGroups();
+    });
+  });
+
+  container.querySelectorAll<HTMLButtonElement>("button[data-action=add-item]").forEach((btn) => {
+    const groupDiv = btn.closest<HTMLElement>(".author-group")!;
+    const gi = parseInt(groupDiv.dataset.gi!, 10);
+    btn.addEventListener("click", () => {
+      groups[gi].items.push({ labelDE: "", labelEN: "" });
+      renderGroups();
+    });
+  });
+
+  container.querySelectorAll<HTMLButtonElement>("button[data-action=remove-group]").forEach((btn) => {
+    const groupDiv = btn.closest<HTMLElement>(".author-group")!;
+    const gi = parseInt(groupDiv.dataset.gi!, 10);
+    btn.addEventListener("click", () => {
+      groups.splice(gi, 1);
+      renderGroups();
+    });
+  });
+}
+
+function showError(msg: string) {
+  const err = document.getElementById("author-error")!;
+  err.textContent = msg;
+  err.style.display = "";
+  err.scrollIntoView({ behavior: "smooth", block: "center" });
+}
+
+function clearError() {
+  const err = document.getElementById("author-error")!;
+  err.textContent = "";
+  err.style.display = "none";
+}
+
+function collectInput() {
+  const title = (document.getElementById("title") as HTMLInputElement).value.trim();
+  const description = (document.getElementById("description") as HTMLTextAreaElement).value.trim();
+  const regime = (document.getElementById("regime") as HTMLSelectElement).value;
+  const court = (document.getElementById("court") as HTMLInputElement).value.trim();
+  const reference = (document.getElementById("reference") as HTMLInputElement).value.trim();
+  const deadline = (document.getElementById("deadline") as HTMLInputElement).value.trim();
+  const lang = (document.getElementById("lang") as HTMLSelectElement).value;
+  const visibilityInput = document.querySelector<HTMLInputElement>("input[name=visibility]:checked");
+  const visibility = visibilityInput?.value || "private";
+  return { title, description, regime, court, reference, deadline, lang, visibility };
+}
+
+function validateGroups(): boolean {
+  if (groups.length === 0) return false;
+  let totalItems = 0;
+  for (const g of groups) {
+    if (!g.titleDE.trim()) return false;
+    for (const it of g.items) {
+      if (it.labelDE.trim()) totalItems += 1;
+    }
+  }
+  return totalItems > 0;
+}
+
+function trimmedGroups(): Group[] {
+  return groups
+    .filter((g) => g.titleDE.trim() && g.items.some((it) => it.labelDE.trim()))
+    .map((g) => ({
+      titleDE: g.titleDE.trim(),
+      titleEN: g.titleEN.trim(),
+      items: g.items
+        .filter((it) => it.labelDE.trim())
+        .map((it) => ({
+          labelDE: it.labelDE.trim(),
+          labelEN: it.labelEN.trim(),
+          noteDE: it.noteDE?.trim() || undefined,
+          noteEN: it.noteEN?.trim() || undefined,
+          rule: it.rule?.trim() || undefined,
+        })),
+    }));
+}
+
+async function loadEditTemplate(slug: string) {
+  // Use /api/checklists/{slug} (catalog Find with visibility check) +
+  // the mine list to ensure we have the editable fields. Templates the
+  // caller doesn't own/admin will trip the PATCH gate later.
+  const resp = await fetch(`/api/checklists/templates/mine`);
+  if (!resp.ok) {
+    showError(t("checklisten.author.error.notfound"));
+    return;
+  }
+  const rows: Checklist[] = (await resp.json()) ?? [];
+  const tpl = rows.find((r) => r.slug === slug);
+  if (!tpl) {
+    showError(t("checklisten.author.error.notfound"));
+    return;
+  }
+  (document.getElementById("author-heading")!).textContent = t("checklisten.author.heading.edit");
+  document.title = t("checklisten.author.title.edit");
+  (document.getElementById("title") as HTMLInputElement).value = tpl.title;
+  (document.getElementById("description") as HTMLTextAreaElement).value = tpl.description;
+  (document.getElementById("regime") as HTMLSelectElement).value = tpl.regime;
+  (document.getElementById("court") as HTMLInputElement).value = tpl.court;
+  (document.getElementById("reference") as HTMLInputElement).value = tpl.reference;
+  (document.getElementById("deadline") as HTMLInputElement).value = tpl.deadline;
+  (document.getElementById("lang") as HTMLSelectElement).value = tpl.lang || "de";
+  const visIn = document.querySelector<HTMLInputElement>(`input[name=visibility][value=${tpl.visibility}]`);
+  if (visIn) visIn.checked = true;
+  groups = (tpl.body?.groups || []).map((g) => ({
+    titleDE: g.titleDE || "",
+    titleEN: g.titleEN || g.titleDE || "",
+    items: g.items.map((it) => ({
+      labelDE: it.labelDE || "",
+      labelEN: it.labelEN || it.labelDE || "",
+      noteDE: it.noteDE,
+      noteEN: it.noteEN,
+      rule: it.rule,
+    })),
+  }));
+  if (groups.length === 0) {
+    groups = [{ titleDE: "", titleEN: "", items: [{ labelDE: "", labelEN: "" }] }];
+  }
+  renderGroups();
+}
+
+async function submitCreate() {
+  clearError();
+  const input = collectInput();
+  if (!input.title) {
+    showError(t("checklisten.author.error.title"));
+    return;
+  }
+  if (!validateGroups()) {
+    showError(t("checklisten.author.error.no_groups"));
+    return;
+  }
+  const saveBtn = document.getElementById("author-save") as HTMLButtonElement;
+  saveBtn.disabled = true;
+  saveBtn.textContent = t("checklisten.author.saving");
+  const body = JSON.stringify({ ...input, body: { groups: trimmedGroups() } });
+  const resp = await fetch("/api/checklists/templates", {
+    method: "POST",
+    headers: { "Content-Type": "application/json" },
+    body,
+  });
+  saveBtn.disabled = false;
+  saveBtn.textContent = t("checklisten.author.save");
+  if (!resp.ok) {
+    let msg = t("checklisten.author.error.generic");
+    try {
+      const j = await resp.json();
+      if (j?.error) msg = j.error;
+    } catch { /* keep generic */ }
+    showError(msg);
+    return;
+  }
+  const created: Checklist = await resp.json();
+  window.location.href = `/checklists/${encodeURIComponent(created.slug)}`;
+}
+
+async function submitEdit(slug: string) {
+  clearError();
+  const input = collectInput();
+  if (!input.title) {
+    showError(t("checklisten.author.error.title"));
+    return;
+  }
+  if (!validateGroups()) {
+    showError(t("checklisten.author.error.no_groups"));
+    return;
+  }
+  const saveBtn = document.getElementById("author-save") as HTMLButtonElement;
+  saveBtn.disabled = true;
+  saveBtn.textContent = t("checklisten.author.saving");
+  const patch = {
+    title: input.title,
+    description: input.description,
+    regime: input.regime,
+    court: input.court,
+    reference: input.reference,
+    deadline: input.deadline,
+    body: { groups: trimmedGroups() },
+  };
+  const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(slug)}`, {
+    method: "PATCH",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify(patch),
+  });
+  // Visibility lives on its own endpoint so the audit row reflects the
+  // distinct transition. Only call if it actually changed.
+  if (resp.ok && input.visibility) {
+    await fetch(`/api/checklists/templates/${encodeURIComponent(slug)}/visibility`, {
+      method: "PATCH",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ visibility: input.visibility }),
+    });
+  }
+  saveBtn.disabled = false;
+  saveBtn.textContent = t("checklisten.author.save");
+  if (!resp.ok) {
+    let msg = t("checklisten.author.error.generic");
+    try {
+      const j = await resp.json();
+      if (j?.error) msg = j.error;
+    } catch { /* keep generic */ }
+    showError(msg);
+    return;
+  }
+  window.location.href = `/checklists/${encodeURIComponent(slug)}`;
+}
+
+document.addEventListener("DOMContentLoaded", () => {
+  initI18n();
+  initSidebar();
+  renderGroups();
+
+  document.getElementById("add-group")!.addEventListener("click", () => {
+    groups.push({ titleDE: "", titleEN: "", items: [{ labelDE: "", labelEN: "" }] });
+    renderGroups();
+  });
+
+  const { mode, slug } = detectMode();
+
+  if (mode === "edit" && slug) {
+    void loadEditTemplate(slug);
+  }
+
+  document.getElementById("author-form")!.addEventListener("submit", (e) => {
+    e.preventDefault();
+    if (mode === "edit" && slug) {
+      void submitEdit(slug);
+    } else {
+      void submitCreate();
+    }
+  });
+});

frontend/src/client/checklists-detail.ts

@@ -30,6 +30,37 @@ interface Checklist {
   referenceDE?: string;
   referenceEN?: string;
   groups: ChecklistGroup[];
+  // Slice B fields — present on authored entries via the merged
+  // catalog response. 'static' templates don't carry these.
+  origin?: "static" | "authored";
+  visibility?: string;
+  owner_email?: string;
+  owner_display_name?: string;
+}
+
+interface Me {
+  id: string;
+  email: string;
+  display_name: string;
+  global_role?: string;
+}
+
+interface UserSummary {
+  id: string;
+  email: string;
+  display_name: string;
+}
+
+interface PartnerUnit {
+  id: string;
+  name: string;
+}
+
+interface Share {
+  id: string;
+  checklist_id: string;
+  recipient_kind: "user" | "office" | "partner_unit" | "project";
+  recipient_label: string;
 }
 
 interface ChecklistInstance {
@@ -371,13 +402,320 @@ function rerenderAll() {
   renderInstances();
 }
 
+// --- Slice B: owner actions + admin promote + share modal ----------------
+
+let me: Me | null = null;
+let isOwner = false;
+let isAdmin = false;
+let shareUsers: UserSummary[] = [];
+let sharePartnerUnits: PartnerUnit[] = [];
+let shareProjects: AkteSummary[] = [];
+let activeShareKind: "user" | "office" | "partner_unit" | "project" = "user";
+
+async function loadMe(): Promise<Me | null> {
+  try {
+    const resp = await fetch("/api/me");
+    if (!resp.ok) return null;
+    return await resp.json();
+  } catch {
+    return null;
+  }
+}
+
+function templateOriginInfo() {
+  return template as unknown as {
+    origin?: string;
+    visibility?: string;
+    owner_email?: string;
+    owner_display_name?: string;
+  } | null;
+}
+
+function applyOwnerControls() {
+  const info = templateOriginInfo();
+  const isAuthored = info?.origin === "authored";
+  const provenance = document.getElementById("checklist-provenance")!;
+  if (isAuthored && info?.owner_display_name) {
+    provenance.style.display = "";
+    provenance.textContent = t("checklisten.detail.authored.by").replace("{author}", info.owner_display_name);
+  } else {
+    provenance.style.display = "none";
+  }
+
+  isOwner = !!(isAuthored && me && info?.owner_email && me.email.toLowerCase() === info.owner_email.toLowerCase());
+  isAdmin = !!(me && me.global_role === "global_admin");
+  const ownerOnly = (id: string, show: boolean) => {
+    const el = document.getElementById(id);
+    if (el) (el as HTMLElement).style.display = show ? "" : "none";
+  };
+  if (template) {
+    (document.getElementById("btn-edit-template") as HTMLAnchorElement | null)?.setAttribute(
+      "href",
+      `/checklists/templates/${encodeURIComponent(template.slug)}/edit`,
+    );
+  }
+  ownerOnly("btn-edit-template", isOwner);
+  ownerOnly("btn-share-template", isOwner);
+  ownerOnly("btn-delete-template", isOwner);
+
+  // Admin promote/demote — only when an authored template is visible to
+  // an admin, and only the appropriate one for the current visibility.
+  if (isAuthored && isAdmin) {
+    const isGlobal = info?.visibility === "global";
+    ownerOnly("btn-promote-template", !isGlobal);
+    ownerOnly("btn-demote-template", isGlobal);
+  } else {
+    ownerOnly("btn-promote-template", false);
+    ownerOnly("btn-demote-template", false);
+  }
+}
+
+function initOwnerActions() {
+  document.getElementById("btn-delete-template")?.addEventListener("click", async () => {
+    if (!template) return;
+    const isEN = getLang() === "en";
+    const title = isEN ? template.titleEN : template.titleDE;
+    const msg = t("checklisten.detail.delete.confirm").replace("{title}", title);
+    if (!window.confirm(msg)) return;
+    const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(template.slug)}`, { method: "DELETE" });
+    if (!resp.ok) {
+      window.alert(t("checklisten.detail.delete.error"));
+      return;
+    }
+    window.location.href = "/checklists?tab=mine";
+  });
+
+  document.getElementById("btn-promote-template")?.addEventListener("click", async () => {
+    if (!template) return;
+    if (!window.confirm(t("checklisten.detail.promote.confirm"))) return;
+    const resp = await fetch(`/api/admin/checklists/${encodeURIComponent(template.slug)}/promote`, { method: "POST" });
+    if (!resp.ok) {
+      window.alert(t("checklisten.detail.promote.error"));
+      return;
+    }
+    window.location.reload();
+  });
+
+  document.getElementById("btn-demote-template")?.addEventListener("click", async () => {
+    if (!template) return;
+    if (!window.confirm(t("checklisten.detail.demote.confirm"))) return;
+    const resp = await fetch(`/api/admin/checklists/${encodeURIComponent(template.slug)}/demote`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ target: "firm" }),
+    });
+    if (!resp.ok) {
+      window.alert(t("checklisten.detail.promote.error"));
+      return;
+    }
+    window.location.reload();
+  });
+}
+
+async function loadSharePickerData() {
+  // Fire all three lookups in parallel — the share modal needs all of
+  // them but doesn't depend on their order.
+  try {
+    const [usersResp, unitsResp, projectsResp] = await Promise.all([
+      fetch("/api/users"),
+      fetch("/api/partner-units"),
+      fetch("/api/projects"),
+    ]);
+    shareUsers = usersResp.ok ? await usersResp.json() : [];
+    sharePartnerUnits = unitsResp.ok ? await unitsResp.json() : [];
+    shareProjects = projectsResp.ok ? await projectsResp.json() : [];
+  } catch {
+    /* leave whatever loaded */
+  }
+  populateSharePickerOptions();
+}
+
+function populateSharePickerOptions() {
+  const userSel = document.getElementById("share-user") as HTMLSelectElement;
+  if (userSel) {
+    userSel.innerHTML = `<option value="">${esc(t("checklisten.share.pick"))}</option>`;
+    shareUsers
+      .slice()
+      .sort((a, b) => a.display_name.localeCompare(b.display_name))
+      .forEach((u) => {
+        if (me && u.id === me.id) return; // can't share with self
+        const opt = document.createElement("option");
+        opt.value = u.id;
+        opt.textContent = `${u.display_name} (${u.email})`;
+        userSel.appendChild(opt);
+      });
+  }
+  const officeSel = document.getElementById("share-office") as HTMLSelectElement;
+  if (officeSel) {
+    const officeKeys = ["munich", "duesseldorf", "hamburg", "amsterdam", "london", "paris", "milan", "madrid"];
+    officeSel.innerHTML = `<option value="">${esc(t("checklisten.share.pick"))}</option>`;
+    officeKeys.forEach((k) => {
+      const opt = document.createElement("option");
+      opt.value = k;
+      opt.textContent = k.charAt(0).toUpperCase() + k.slice(1);
+      officeSel.appendChild(opt);
+    });
+  }
+  const puSel = document.getElementById("share-partner-unit") as HTMLSelectElement;
+  if (puSel) {
+    puSel.innerHTML = `<option value="">${esc(t("checklisten.share.pick"))}</option>`;
+    sharePartnerUnits
+      .slice()
+      .sort((a, b) => a.name.localeCompare(b.name))
+      .forEach((u) => {
+        const opt = document.createElement("option");
+        opt.value = u.id;
+        opt.textContent = u.name;
+        puSel.appendChild(opt);
+      });
+  }
+  const prSel = document.getElementById("share-project") as HTMLSelectElement;
+  if (prSel) {
+    prSel.innerHTML = `<option value="">${esc(t("checklisten.share.pick"))}</option>`;
+    shareProjects
+      .slice()
+      .sort((a, b) => (a.reference || a.title).localeCompare(b.reference || b.title))
+      .forEach((p) => {
+        const opt = document.createElement("option");
+        opt.value = p.id;
+        opt.textContent = `${p.reference || ""} — ${p.title}`;
+        prSel.appendChild(opt);
+      });
+  }
+}
+
+function switchShareKind(kind: "user" | "office" | "partner_unit" | "project") {
+  activeShareKind = kind;
+  document.querySelectorAll<HTMLButtonElement>("#share-kind-pills .filter-pill").forEach((p) => {
+    p.classList.toggle("active", p.dataset.kind === kind);
+  });
+  document.querySelectorAll<HTMLElement>(".share-kind-section").forEach((s) => {
+    s.style.display = s.dataset.kind === kind ? "" : "none";
+  });
+}
+
+function initShareModal() {
+  const modal = document.getElementById("share-modal")!;
+  const msg = document.getElementById("share-msg")!;
+  const close = () => { modal.style.display = "none"; };
+
+  document.getElementById("btn-share-template")?.addEventListener("click", async () => {
+    if (!template) return;
+    msg.textContent = "";
+    msg.className = "form-msg";
+    switchShareKind("user");
+    modal.style.display = "flex";
+    await loadSharePickerData();
+    await renderGrants();
+  });
+
+  document.getElementById("share-close")?.addEventListener("click", close);
+  document.getElementById("share-cancel")?.addEventListener("click", close);
+  modal.addEventListener("click", (e) => { if (e.target === e.currentTarget) close(); });
+
+  document.getElementById("share-kind-pills")?.addEventListener("click", (e) => {
+    const btn = (e.target as HTMLElement).closest<HTMLButtonElement>(".filter-pill[data-kind]");
+    if (!btn) return;
+    switchShareKind(btn.dataset.kind as typeof activeShareKind);
+  });
+
+  document.getElementById("share-submit")?.addEventListener("click", async () => {
+    if (!template) return;
+    const input: Record<string, unknown> = { recipient_kind: activeShareKind };
+    switch (activeShareKind) {
+      case "user": {
+        const v = (document.getElementById("share-user") as HTMLSelectElement).value;
+        if (!v) { msg.textContent = t("checklisten.share.error.pick"); msg.className = "form-msg form-msg-error"; return; }
+        input["recipient_user_id"] = v;
+        break;
+      }
+      case "office": {
+        const v = (document.getElementById("share-office") as HTMLSelectElement).value;
+        if (!v) { msg.textContent = t("checklisten.share.error.pick"); msg.className = "form-msg form-msg-error"; return; }
+        input["recipient_office"] = v;
+        break;
+      }
+      case "partner_unit": {
+        const v = (document.getElementById("share-partner-unit") as HTMLSelectElement).value;
+        if (!v) { msg.textContent = t("checklisten.share.error.pick"); msg.className = "form-msg form-msg-error"; return; }
+        input["recipient_partner_unit_id"] = v;
+        break;
+      }
+      case "project": {
+        const v = (document.getElementById("share-project") as HTMLSelectElement).value;
+        if (!v) { msg.textContent = t("checklisten.share.error.pick"); msg.className = "form-msg form-msg-error"; return; }
+        input["recipient_project_id"] = v;
+        break;
+      }
+    }
+    const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(template.slug)}/shares`, {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify(input),
+    });
+    if (!resp.ok) {
+      let errMsg = t("checklisten.share.error.generic");
+      try {
+        const j = await resp.json();
+        if (j?.error) errMsg = j.error;
+      } catch { /* keep generic */ }
+      msg.textContent = errMsg;
+      msg.className = "form-msg form-msg-error";
+      return;
+    }
+    msg.textContent = t("checklisten.share.success");
+    msg.className = "form-msg form-msg-success";
+    await renderGrants();
+  });
+}
+
+async function renderGrants() {
+  if (!template) return;
+  const list = document.getElementById("share-grants-list")!;
+  const empty = document.getElementById("share-grants-empty")!;
+  const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(template.slug)}/shares`);
+  const rows: Share[] = resp.ok ? await resp.json() : [];
+  if (rows.length === 0) {
+    list.innerHTML = "";
+    list.appendChild(empty);
+    empty.style.display = "";
+    return;
+  }
+  empty.style.display = "none";
+  list.innerHTML = rows.map((s) => {
+    const kindLabel = esc(t(("checklisten.share.grants.recipient." + s.recipient_kind) as never) || s.recipient_kind);
+    return `<li class="share-grant-row" data-id="${esc(s.id)}">
+      <span class="share-grant-kind">${kindLabel}</span>
+      <span class="share-grant-label">${esc(s.recipient_label || "")}</span>
+      <button type="button" class="btn-small btn-ghost" data-action="revoke" data-id="${esc(s.id)}">${esc(t("checklisten.share.grants.revoke"))}</button>
+    </li>`;
+  }).join("");
+  list.querySelectorAll<HTMLButtonElement>("button[data-action=revoke]").forEach((btn) => {
+    btn.addEventListener("click", async () => {
+      if (!window.confirm(t("checklisten.share.grants.revoke.confirm"))) return;
+      const resp = await fetch(`/api/checklists/shares/${encodeURIComponent(btn.dataset.id!)}`, { method: "DELETE" });
+      if (!resp.ok && resp.status !== 204) {
+        window.alert(t("checklisten.share.grants.revoke.error"));
+        return;
+      }
+      await renderGrants();
+    });
+  });
+}
+
 document.addEventListener("DOMContentLoaded", () => {
   initI18n();
   initSidebar();
   initNewInstance();
   initFeedback();
+  initOwnerActions();
+  initShareModal();
   onLangChange(rerenderAll);
-  void loadTemplate();
+  void (async () => {
+    me = await loadMe();
+    await loadTemplate();
+    applyOwnerControls();
+  })();
   void loadInstances();
   void loadAkten();
 });

frontend/src/client/checklists-instance.ts

@@ -40,6 +40,16 @@ interface Instance {
   created_by: string;
   created_at: string;
   updated_at: string;
+  // Slice C — snapshot of the template body + its version at create time.
+  template_snapshot?: { groups: ChecklistGroup[] } | null;
+  template_version?: number | null;
+}
+
+// Slice C — augmented Checklist with origin + version, returned by
+// /api/checklists/{slug}.
+interface ChecklistWithMeta extends Checklist {
+  origin?: "static" | "authored";
+  version?: number;
 }
 
 let template: Checklist | null = null;
@@ -155,6 +165,119 @@ function renderHeader() {
     parts.push(`<div class="checklist-meta-item"><dt>${akteLabel}</dt><dd><a href="/projects/${esc(instance.project_id)}">${t("checklisten.instance.akte.open") || "Öffnen"}</a></dd></div>`);
   }
   document.getElementById("instance-meta")!.innerHTML = parts.join("");
+  renderOutdatedBadge();
+}
+
+// Slice C — show an "outdated" badge when the live template has a
+// version > the instance's snapshot version. Both values must be
+// non-null for the comparison to be meaningful (pre-Slice-C instances
+// have NULL template_version; static templates always have version=1
+// and never bump).
+function renderOutdatedBadge() {
+  const slot = document.getElementById("instance-outdated-slot");
+  if (!slot || !instance || !template) return;
+  const tplMeta = template as ChecklistWithMeta;
+  const instVersion = instance.template_version;
+  const tplVersion = tplMeta.version;
+  if (
+    instVersion == null ||
+    tplVersion == null ||
+    tplMeta.origin !== "authored" ||
+    tplVersion <= instVersion
+  ) {
+    slot.innerHTML = "";
+    return;
+  }
+  const badge = esc(t("checklisten.instance.outdated.badge"));
+  const note = esc(
+    t("checklisten.instance.outdated.note")
+      .replace("{from}", String(instVersion))
+      .replace("{to}", String(tplVersion)),
+  );
+  const action = esc(t("checklisten.instance.outdated.diff"));
+  slot.innerHTML = `<div class="instance-outdated-banner">
+    <span class="instance-outdated-badge">${badge}</span>
+    <span class="instance-outdated-note">${note}</span>
+    <button type="button" class="btn-small" id="btn-show-diff">${action}</button>
+  </div>`;
+  document.getElementById("btn-show-diff")!.addEventListener("click", openDiffModal);
+}
+
+// Shallow diff between two checklist bodies. Compares item label/note/
+// rule pairs grouped by section title. Items with the same group title
+// + same label are matched; differences in note/rule are flagged
+// 'changed'. Items present only in snapshot are 'removed'; items only
+// in current are 'added'.
+function diffBodies(snapshot: { groups: ChecklistGroup[] } | null | undefined, current: ChecklistGroup[]):
+  { added: string[]; removed: string[]; changed: string[] } {
+  const added: string[] = [];
+  const removed: string[] = [];
+  const changed: string[] = [];
+  const oldGroups = snapshot?.groups ?? [];
+  const oldMap: Record<string, ChecklistItem> = {};
+  for (const g of oldGroups) {
+    for (const it of g.items) {
+      const key = `${g.titleDE || g.titleEN}::${it.labelDE || it.labelEN}`;
+      oldMap[key] = it;
+    }
+  }
+  const newMap: Record<string, ChecklistItem> = {};
+  for (const g of current) {
+    for (const it of g.items) {
+      const key = `${g.titleDE || g.titleEN}::${it.labelDE || it.labelEN}`;
+      newMap[key] = it;
+      if (!(key in oldMap)) {
+        added.push(it.labelDE || it.labelEN);
+      } else {
+        const o = oldMap[key];
+        if ((o.noteDE || o.noteEN || "") !== (it.noteDE || it.noteEN || "") ||
+            (o.rule || "") !== (it.rule || "")) {
+          changed.push(it.labelDE || it.labelEN);
+        }
+      }
+    }
+  }
+  for (const key in oldMap) {
+    if (!(key in newMap)) {
+      const labelParts = key.split("::");
+      removed.push(labelParts[1] || key);
+    }
+  }
+  return { added, removed, changed };
+}
+
+function openDiffModal() {
+  if (!template || !instance) return;
+  const modal = document.getElementById("instance-diff-modal")!;
+  const body = document.getElementById("instance-diff-body")!;
+  const diff = diffBodies(instance.template_snapshot, template.groups);
+  const empty = diff.added.length === 0 && diff.removed.length === 0 && diff.changed.length === 0;
+  if (empty) {
+    body.innerHTML = `<p class="entity-events-empty">${esc(t("checklisten.instance.diff.empty"))}</p>`;
+  } else {
+    const section = (label: string, klass: string, items: string[]) => {
+      if (items.length === 0) return "";
+      return `<section class="instance-diff-section ${klass}">
+        <h3>${esc(label)}</h3>
+        <ul>${items.map((s) => `<li>${esc(s)}</li>`).join("")}</ul>
+      </section>`;
+    };
+    body.innerHTML = [
+      section(t("checklisten.instance.diff.added"), "instance-diff-added", diff.added),
+      section(t("checklisten.instance.diff.removed"), "instance-diff-removed", diff.removed),
+      section(t("checklisten.instance.diff.changed"), "instance-diff-changed", diff.changed),
+    ].join("");
+  }
+  modal.style.display = "flex";
+}
+
+function initDiffModal() {
+  const modal = document.getElementById("instance-diff-modal");
+  if (!modal) return;
+  const close = () => { modal.style.display = "none"; };
+  document.getElementById("instance-diff-close")?.addEventListener("click", close);
+  document.getElementById("instance-diff-close-bottom")?.addEventListener("click", close);
+  modal.addEventListener("click", (e) => { if (e.target === e.currentTarget) close(); });
 }
 
 function renderGroups() {
@@ -389,6 +512,7 @@ document.addEventListener("DOMContentLoaded", () => {
   initPrint();
   initRename();
   initFeedback();
+  initDiffModal();
   onLangChange(renderAll);
   void bootstrap();
 });

frontend/src/client/checklists.ts

@@ -11,6 +11,26 @@ interface ChecklistSummary {
   courtDE: string;
   courtEN: string;
   itemCount: number;
+  origin?: "static" | "authored";
+  visibility?: string;
+  owner_email?: string;
+  owner_display_name?: string;
+}
+
+interface MyChecklist {
+  id: string;
+  slug: string;
+  owner_id: string;
+  title: string;
+  description: string;
+  regime: string;
+  court: string;
+  reference: string;
+  deadline: string;
+  lang: string;
+  visibility: string;
+  created_at: string;
+  updated_at: string;
 }
 
 interface ChecklistInstance {
@@ -26,15 +46,20 @@ interface ChecklistInstance {
   project_title?: string | null;
 }
 
-type TabId = "templates" | "instances";
+type TabId = "templates" | "mine" | "gallery" | "instances";
 
-const VALID_TABS: TabId[] = ["templates", "instances"];
+const VALID_TABS: TabId[] = ["templates", "mine", "gallery", "instances"];
 
 let allChecklists: ChecklistSummary[] = [];
 let activeRegime = "all";
+let galleryRegime = "all";
 let allInstances: ChecklistInstance[] = [];
 let templatesBySlug: Record<string, ChecklistSummary> = {};
 let instancesLoaded = false;
+let myTemplates: MyChecklist[] = [];
+let myTemplatesLoaded = false;
+let galleryLoaded = false;
+let me: { id: string; email: string } | null = null;
 let activeTab: TabId = "templates";
 
 function esc(s: string): string {
@@ -208,7 +233,10 @@ function showTab(tab: TabId, opts: { pushHistory?: boolean } = {}) {
     el.style.display = el.id === `tab-${tab}` ? "" : "none";
   });
   if (opts.pushHistory ?? true) {
-    const newURL = tab === "instances" ? "/checklists?tab=instances" : "/checklists";
+    let newURL = "/checklists";
+    if (tab === "instances") newURL = "/checklists?tab=instances";
+    if (tab === "mine") newURL = "/checklists?tab=mine";
+    if (tab === "gallery") newURL = "/checklists?tab=gallery";
     if (window.location.pathname + window.location.search !== newURL) {
       window.history.replaceState({}, "", newURL);
     }
@@ -216,6 +244,155 @@ function showTab(tab: TabId, opts: { pushHistory?: boolean } = {}) {
   if (tab === "instances") {
     void loadInstances();
   }
+  if (tab === "mine") {
+    void loadMyTemplates();
+  }
+  if (tab === "gallery") {
+    void loadGallery();
+  }
+}
+
+async function loadGallery(force = false) {
+  if (galleryLoaded && !force) return;
+  galleryLoaded = true;
+  // /api/checklists already returns the merged catalog; the gallery
+  // filter just narrows to non-static + non-owned + non-private.
+  if (allChecklists.length === 0) {
+    await loadTemplates();
+  }
+  renderGallery();
+}
+
+function renderGallery() {
+  const loading = document.getElementById("checklists-gallery-loading")!;
+  const empty = document.getElementById("checklists-gallery-empty")!;
+  const grid = document.getElementById("checklists-gallery-grid") as HTMLElement;
+
+  loading.style.display = "none";
+
+  const visible = allChecklists.filter((c) => {
+    if (c.origin !== "authored") return false;
+    if (me && c.owner_email && me.email.toLowerCase() === c.owner_email.toLowerCase()) return false;
+    if (galleryRegime !== "all" && c.regime !== galleryRegime) return false;
+    return true;
+  });
+
+  if (visible.length === 0) {
+    empty.style.display = "";
+    grid.style.display = "none";
+    return;
+  }
+  empty.style.display = "none";
+  grid.style.display = "";
+
+  const isEN = getLang() === "en";
+  grid.innerHTML = visible.map((c) => {
+    const title = isEN ? c.titleEN : c.titleDE;
+    const desc = isEN ? c.descriptionEN : c.descriptionDE;
+    const court = isEN ? c.courtEN : c.courtDE;
+    const itemsLabel = isEN ? "items" : "Punkte";
+    const visKey = `checklisten.mine.visibility.${c.visibility || ""}`;
+    const visLabel = c.visibility ? esc(t(visKey as never) || c.visibility) : "";
+    const authorLine = c.owner_display_name
+      ? `<p class="checklist-card-author">${esc(t("checklisten.detail.authored.by").replace("{author}", c.owner_display_name))}</p>`
+      : "";
+    return `<a href="/checklists/${esc(c.slug)}" class="checklist-card">
+      <div class="checklist-card-top">
+        <span class="checklist-regime checklist-regime-${esc(c.regime)}">${esc(c.regime)}</span>
+        <span class="checklist-card-count">${c.itemCount} ${itemsLabel}</span>
+      </div>
+      <h2 class="checklist-card-title">${esc(title)}</h2>
+      <p class="checklist-card-desc">${esc(desc)}</p>
+      <p class="checklist-card-court">${esc(court)}</p>
+      ${authorLine}
+      ${visLabel ? `<span class="visibility-chip visibility-chip-${esc(c.visibility || "")}">${visLabel}</span>` : ""}
+    </a>`;
+  }).join("");
+}
+
+function initGalleryFilters() {
+  const container = document.getElementById("checklist-gallery-filters");
+  if (!container) return;
+  container.addEventListener("click", (e) => {
+    const btn = (e.target as HTMLElement).closest<HTMLButtonElement>(".filter-pill");
+    if (!btn) return;
+    container.querySelectorAll(".filter-pill").forEach((p) => p.classList.remove("active"));
+    btn.classList.add("active");
+    galleryRegime = btn.dataset.regime ?? "all";
+    renderGallery();
+  });
+}
+
+async function loadMe() {
+  try {
+    const resp = await fetch("/api/me");
+    if (resp.ok) me = await resp.json();
+  } catch { /* leave me=null */ }
+}
+
+async function loadMyTemplates(force = false) {
+  if (myTemplatesLoaded && !force) return;
+  myTemplatesLoaded = true;
+  const resp = await fetch("/api/checklists/templates/mine");
+  if (!resp.ok) {
+    myTemplates = [];
+  } else {
+    myTemplates = (await resp.json()) ?? [];
+  }
+  renderMyTemplates();
+}
+
+function renderMyTemplates() {
+  const loading = document.getElementById("checklists-mine-loading")!;
+  const empty = document.getElementById("checklists-mine-empty")!;
+  const grid = document.getElementById("checklists-mine-grid") as HTMLElement;
+
+  loading.style.display = "none";
+
+  if (myTemplates.length === 0) {
+    empty.style.display = "";
+    grid.style.display = "none";
+    return;
+  }
+  empty.style.display = "none";
+  grid.style.display = "";
+
+  grid.innerHTML = myTemplates.map((tpl) => {
+    const visKey = `checklisten.mine.visibility.${tpl.visibility}`;
+    const visLabel = esc(t(visKey as never) || tpl.visibility);
+    const titleSafe = esc(tpl.title);
+    return `<article class="checklist-card checklist-card-mine" data-slug="${esc(tpl.slug)}" data-title="${escAttr(tpl.title)}">
+      <div class="checklist-card-top">
+        <span class="checklist-regime checklist-regime-${esc(tpl.regime)}">${esc(tpl.regime)}</span>
+        <span class="checklist-card-count visibility-chip visibility-chip-${esc(tpl.visibility)}">${visLabel}</span>
+      </div>
+      <h2 class="checklist-card-title">
+        <a href="/checklists/${esc(tpl.slug)}">${titleSafe}</a>
+      </h2>
+      <p class="checklist-card-desc">${esc(tpl.description || "")}</p>
+      <p class="checklist-card-court">${esc(tpl.court || "")}</p>
+      <div class="checklist-card-actions">
+        <a class="btn btn-small" href="/checklists/templates/${esc(tpl.slug)}/edit" data-i18n="checklisten.mine.edit">Bearbeiten</a>
+        <button class="btn btn-small btn-danger" data-action="delete" data-slug="${esc(tpl.slug)}" data-title="${escAttr(tpl.title)}" data-i18n="checklisten.mine.delete">L&ouml;schen</button>
+      </div>
+    </article>`;
+  }).join("");
+
+  grid.querySelectorAll<HTMLButtonElement>("button[data-action=delete]").forEach((btn) => {
+    btn.addEventListener("click", async (e) => {
+      e.preventDefault();
+      const slug = btn.dataset.slug!;
+      const title = btn.dataset.title || slug;
+      const msg = t("checklisten.mine.delete.confirm").replace("{title}", title);
+      if (!window.confirm(msg)) return;
+      const resp = await fetch(`/api/checklists/templates/${encodeURIComponent(slug)}`, { method: "DELETE" });
+      if (!resp.ok) {
+        window.alert(t("checklisten.mine.delete.error"));
+        return;
+      }
+      await loadMyTemplates(true);
+    });
+  });
 }
 
 function initTabs() {
@@ -234,11 +411,15 @@ document.addEventListener("DOMContentLoaded", () => {
   initI18n();
   initSidebar();
   initFilters();
+  initGalleryFilters();
   initTabs();
   onLangChange(() => {
     renderTemplates();
     if (instancesLoaded) renderInstances();
+    if (myTemplatesLoaded) renderMyTemplates();
+    if (galleryLoaded) renderGallery();
   });
+  void loadMe();
   void loadTemplates();
   showTab(parseTab(), { pushHistory: false });
 });

frontend/src/client/components/approval-edit-modal.ts

@@ -0,0 +1,435 @@
+// t-paliad-216 Slice B (initial) + t-paliad-217 Slice C (rewrite) —
+// modal for the "Suggest changes" approval action.
+//
+// The approver authors a counter-proposal: edits any field on the
+// underlying deadline / appointment AND/OR leaves a free-text note. On
+// submit the caller POSTs to /api/approval-requests/{id}/suggest-changes,
+// which closes the OLD row as `changes_requested` and spawns a NEW pending
+// row authored by the approver carrying counter_payload as its payload.
+//
+// Scope (t-paliad-217 m's Q1 Reading A — 2026-05-20):
+//   - Every editable field on the entity is in the form, not just the
+//     date allowlist that triggers approval (t-paliad-138 §Q4). The
+//     backend's counter-allowlist (buildCounterSetClauses in
+//     approval_service.go) accepts the wider set:
+//       deadline:    title, due_date, original_due_date, warning_date,
+//                    description, notes, rule_code, event_type_ids
+//       appointment: title, start_at, end_at, description, location,
+//                    appointment_type
+//   - Lifecycle restriction: update-only. shape-list.ts hides the
+//     suggest_changes button for create / complete / delete; this modal
+//     refuses to open on them as defence-in-depth.
+//
+// Built on the unified openModal() primitive (t-paliad-217 Slice A) —
+// the primitive owns ESC, focus, backdrop, close button, browser
+// back-button, mobile takeover. This module only constructs the body.
+//
+// API:
+//   const result = await openApprovalEditModal({
+//     entityType: "deadline",
+//     lifecycleEvent: "update",
+//     payload: {...},  // requester's proposed values (= current entity row)
+//     preImage: {...}, // pre-mutation values (for "vorher" diff hints)
+//   });
+//   if (result) {
+//     // result.counterPayload + result.note ready to POST
+//   } else {
+//     // user cancelled
+//   }
+
+import { t } from "../i18n";
+import {
+  attachEventTypePicker,
+  fetchEventTypes,
+  type PickerHandle,
+} from "../event-types";
+import { openModal } from "./modal";
+
+export interface ApprovalEditModalArgs {
+  entityType: "deadline" | "appointment";
+  lifecycleEvent: string;
+  payload: Record<string, unknown> | null;
+  preImage: Record<string, unknown> | null;
+  // Optional context for the read-only context section. The caller can
+  // hydrate these from the row's API response (project_title,
+  // requester_name, requested_at) when available; the modal degrades
+  // gracefully when they're missing.
+  projectTitle?: string;
+  requesterName?: string;
+  requestedAt?: string;
+}
+
+export interface ApprovalEditModalResult {
+  counterPayload: Record<string, unknown>;
+  note: string;
+}
+
+// FieldSpec — one editable input row. The type determines the <input>
+// (or <textarea>) shape; getValue / setValue normalise the form-element
+// value to the server-friendly counter_payload shape.
+interface FieldSpec {
+  key: string;
+  labelKey: string;       // i18n key
+  inputType: "text" | "date" | "datetime-local" | "textarea";
+  // Required = title (NOT NULL on the column). Other fields are nullable;
+  // empty string clears (server's addText helper handles this).
+  required?: boolean;
+}
+
+// Deadline-only fields rendered in the editable section. `rule_code` and
+// `event_type_ids` are intentionally NOT here — they're bundled into the
+// dedicated "Verfahrenshandlung" section below the base fields so the
+// event-type (parent concept) reads before the rule (m/paliad#56).
+const DEADLINE_FIELDS: ReadonlyArray<FieldSpec> = [
+  { key: "title",             labelKey: "deadlines.field.title",        inputType: "text",     required: true },
+  { key: "due_date",          labelKey: "deadlines.field.due",          inputType: "date" },
+  { key: "original_due_date", labelKey: "approvals.suggest.field.original_due_date", inputType: "date" },
+  { key: "warning_date",      labelKey: "approvals.suggest.field.warning_date",      inputType: "date" },
+  { key: "description",       labelKey: "approvals.suggest.field.description",       inputType: "textarea" },
+  { key: "notes",             labelKey: "deadlines.field.notes",        inputType: "textarea" },
+];
+
+const APPOINTMENT_FIELDS: ReadonlyArray<FieldSpec> = [
+  { key: "title",            labelKey: "appointments.field.title",       inputType: "text",     required: true },
+  { key: "start_at",         labelKey: "appointments.field.start",       inputType: "datetime-local" },
+  { key: "end_at",           labelKey: "appointments.field.end",         inputType: "datetime-local" },
+  { key: "location",         labelKey: "appointments.field.location",    inputType: "text" },
+  { key: "appointment_type", labelKey: "appointments.field.type",        inputType: "text" },
+  { key: "description",      labelKey: "appointments.field.description", inputType: "textarea" },
+];
+
+export async function openApprovalEditModal(
+  args: ApprovalEditModalArgs,
+): Promise<ApprovalEditModalResult | null> {
+  if (args.lifecycleEvent !== "update") {
+    window.alert(t("approvals.suggest.unsupported_lifecycle"));
+    return null;
+  }
+
+  const fields = args.entityType === "deadline" ? DEADLINE_FIELDS : APPOINTMENT_FIELDS;
+  const original = (args.payload ?? {}) as Record<string, unknown>;
+  const preImage = (args.preImage ?? {}) as Record<string, unknown>;
+
+  // Build the body element imperatively so we can wire input handlers
+  // before openModal mounts the dialog.
+  const body = document.createElement("div");
+  body.className = "approval-suggest-body";
+
+  body.appendChild(renderIntro());
+  body.appendChild(renderFieldsSection(fields, original, preImage));
+
+  // event_type_ids picker (deadline-only) — async because the picker
+  // needs to fetch the firm's event-type catalogue. We attach a host
+  // element synchronously and populate it once the fetch returns.
+  let eventTypePicker: PickerHandle | null = null;
+  let eventTypePickerLoaded = false;
+  if (args.entityType === "deadline") {
+    const pickerSection = renderEventTypePickerSection(original, preImage);
+    body.appendChild(pickerSection.section);
+    void (async () => {
+      try {
+        await fetchEventTypes();
+        eventTypePicker = attachEventTypePicker(pickerSection.host, {
+          initialIDs: (original.event_type_ids as string[] | undefined) ?? [],
+        });
+        eventTypePickerLoaded = true;
+      } catch (_e) {
+        // Fail-soft: leave the section empty; counter still works
+        // without event_type_ids in the payload.
+        pickerSection.host.textContent = t("approvals.suggest.event_type_picker_unavailable");
+      }
+    })();
+  }
+
+  body.appendChild(renderContextSection(args, original));
+  const noteEl = renderNoteSection();
+  body.appendChild(noteEl.section);
+
+  // Read inputs back at submit time. The same list is what we listen to
+  // for the dirty-state gate.
+  const fieldInputs = Array.from(
+    body.querySelectorAll<HTMLInputElement | HTMLTextAreaElement>("[data-suggest-field]"),
+  );
+
+  return openModal<ApprovalEditModalResult>({
+    title: `${t("approvals.suggest.modal_title")} — ${t(("approvals.entity." + args.entityType) as never)}`,
+    body,
+    size: "lg",
+    primary: {
+      label: t("approvals.suggest.submit"),
+      handler: (close) => {
+        const result = buildResult(fieldInputs, noteEl.textarea, original, eventTypePicker, eventTypePickerLoaded);
+        if (!result.dirty && !result.note) {
+          // Server enforces too. Client-side guard avoids the 400 round-trip.
+          window.alert(t("approvals.suggest.submit_disabled_hint"));
+          return;
+        }
+        close({
+          counterPayload: result.counterPayload,
+          note: result.note,
+        });
+      },
+    },
+    secondary: { label: t("approvals.suggest.cancel") },
+  });
+}
+
+function renderIntro(): HTMLElement {
+  const p = document.createElement("p");
+  p.className = "approval-suggest-intro muted";
+  p.textContent = t("approvals.suggest.intro");
+  return p;
+}
+
+function renderFieldsSection(
+  fields: ReadonlyArray<FieldSpec>,
+  original: Record<string, unknown>,
+  preImage: Record<string, unknown>,
+): HTMLElement {
+  const section = document.createElement("section");
+  section.className = "approval-suggest-section approval-suggest-section--editable";
+  const h = document.createElement("h3");
+  h.className = "approval-suggest-section-title";
+  h.textContent = t("approvals.suggest.section.editable");
+  section.appendChild(h);
+
+  for (const f of fields) {
+    section.appendChild(renderSingleField(f, original, preImage));
+  }
+  return section;
+}
+
+// Verfahrenshandlung section — bundles the event-type picker and the
+// rule_code input so the editor reads "what procedural step? which rule
+// cites it?" instead of two disconnected fields with rule above type
+// (m/paliad#56). The hint underneath spells out the parent/child
+// relationship so first-time editors don't read them as peers.
+function renderEventTypePickerSection(
+  original: Record<string, unknown>,
+  preImage: Record<string, unknown>,
+): { section: HTMLElement; host: HTMLElement } {
+  const section = document.createElement("section");
+  section.className = "approval-suggest-section approval-suggest-section--editable";
+
+  const h = document.createElement("h3");
+  h.className = "approval-suggest-section-title";
+  h.textContent = t("approvals.suggest.section.event_type_rule");
+  section.appendChild(h);
+
+  const host = document.createElement("div");
+  host.className = "approval-suggest-event-type-picker";
+  section.appendChild(host);
+
+  // Rule citation — rendered as a sub-field directly beneath the picker so
+  // the visual hierarchy matches the conceptual one (rule is meta on the
+  // event type, not a peer).
+  const ruleField: FieldSpec = {
+    key: "rule_code",
+    labelKey: "approvals.suggest.field.rule_code",
+    inputType: "text",
+  };
+  section.appendChild(renderSingleField(ruleField, original, preImage));
+
+  return { section, host };
+}
+
+// renderSingleField builds one labelled input in the same shape as the
+// fields-section loop. Extracted so the Verfahrenshandlung section can
+// host the rule_code input next to the picker without duplicating the
+// wiring (dirty-tracking, pre_image hint, label/for binding).
+function renderSingleField(
+  f: FieldSpec,
+  original: Record<string, unknown>,
+  preImage: Record<string, unknown>,
+): HTMLElement {
+  const wrap = document.createElement("div");
+  wrap.className = "form-field approval-suggest-field";
+
+  const label = document.createElement("label");
+  label.textContent = t(f.labelKey as never);
+  wrap.appendChild(label);
+
+  const value = formatFieldForInput(original[f.key], f.inputType);
+
+  let input: HTMLInputElement | HTMLTextAreaElement;
+  if (f.inputType === "textarea") {
+    input = document.createElement("textarea");
+    input.rows = 3;
+    (input as HTMLTextAreaElement).value = value;
+  } else {
+    input = document.createElement("input");
+    (input as HTMLInputElement).type = f.inputType;
+    (input as HTMLInputElement).value = value;
+  }
+  input.dataset.suggestField = f.key;
+  input.dataset.suggestOriginal = value;
+  input.dataset.suggestInputType = f.inputType;
+  if (f.required) input.required = true;
+
+  const inputID = `suggest-field-${f.key}`;
+  input.id = inputID;
+  label.setAttribute("for", inputID);
+
+  wrap.appendChild(input);
+
+  const preVal = formatFieldForInput(preImage[f.key], f.inputType);
+  if (preVal && preVal !== value) {
+    const hint = document.createElement("span");
+    hint.className = "approval-suggest-prehint";
+    hint.textContent = `${t("approvals.diff.before")}: ${preVal}`;
+    wrap.appendChild(hint);
+  }
+  return wrap;
+}
+
+function renderContextSection(
+  args: ApprovalEditModalArgs,
+  original: Record<string, unknown>,
+): HTMLElement {
+  const section = document.createElement("section");
+  section.className = "approval-suggest-section approval-suggest-section--context";
+
+  const h = document.createElement("h3");
+  h.className = "approval-suggest-section-title";
+  h.textContent = t("approvals.suggest.section.context");
+  section.appendChild(h);
+
+  const rows: Array<[string, string]> = [];
+  if (args.projectTitle) {
+    rows.push([t("approvals.suggest.context.project"), args.projectTitle]);
+  }
+  if (args.requesterName) {
+    rows.push([t("approvals.suggest.context.requester"), args.requesterName]);
+  }
+  if (args.requestedAt) {
+    rows.push([t("approvals.suggest.context.requested_at"), formatDateForDisplay(args.requestedAt)]);
+  }
+  // Approval status — entity row's current approval_status (typically
+  // "pending" while the modal is open, but display the requester's
+  // perspective for completeness).
+  const approvalStatus = original.approval_status as string | undefined;
+  if (approvalStatus) {
+    rows.push([
+      t("approvals.suggest.context.approval_status"),
+      t(("approvals.status." + approvalStatus) as never) || approvalStatus,
+    ]);
+  }
+
+  if (rows.length === 0) {
+    section.style.display = "none";
+    return section;
+  }
+
+  const dl = document.createElement("dl");
+  dl.className = "approval-suggest-context-grid";
+  for (const [label, value] of rows) {
+    const dt = document.createElement("dt");
+    dt.textContent = label;
+    const dd = document.createElement("dd");
+    dd.textContent = value;
+    dl.appendChild(dt);
+    dl.appendChild(dd);
+  }
+  section.appendChild(dl);
+  return section;
+}
+
+function renderNoteSection(): { section: HTMLElement; textarea: HTMLTextAreaElement } {
+  const section = document.createElement("section");
+  section.className = "approval-suggest-section approval-suggest-section--note";
+  const wrap = document.createElement("div");
+  wrap.className = "form-field approval-suggest-note";
+
+  const label = document.createElement("label");
+  label.textContent = t("approvals.suggest.note_label");
+  label.setAttribute("for", "suggest-note");
+  wrap.appendChild(label);
+
+  const textarea = document.createElement("textarea");
+  textarea.id = "suggest-note";
+  textarea.rows = 3;
+  textarea.placeholder = t("approvals.suggest.note_placeholder");
+  textarea.dataset.suggestNote = "true";
+  wrap.appendChild(textarea);
+
+  section.appendChild(wrap);
+  return { section, textarea };
+}
+
+interface BuildResult {
+  counterPayload: Record<string, unknown>;
+  note: string;
+  dirty: boolean;
+}
+
+function buildResult(
+  fieldInputs: ReadonlyArray<HTMLInputElement | HTMLTextAreaElement>,
+  noteEl: HTMLTextAreaElement,
+  original: Record<string, unknown>,
+  eventTypePicker: PickerHandle | null,
+  eventTypePickerLoaded: boolean,
+): BuildResult {
+  const counterPayload: Record<string, unknown> = {};
+  let dirty = false;
+
+  for (const el of fieldInputs) {
+    const key = el.dataset.suggestField || "";
+    const orig = el.dataset.suggestOriginal || "";
+    const inputType = el.dataset.suggestInputType || "text";
+    if (el.value === orig) continue;
+    counterPayload[key] = formatFieldForServer(el.value, inputType);
+    dirty = true;
+  }
+
+  if (eventTypePicker && eventTypePickerLoaded) {
+    const currentIDs = eventTypePicker.getIDs().slice().sort();
+    const originalIDs = ((original.event_type_ids as string[] | undefined) ?? []).slice().sort();
+    if (currentIDs.length !== originalIDs.length
+        || currentIDs.some((id, i) => id !== originalIDs[i])) {
+      counterPayload.event_type_ids = currentIDs;
+      dirty = true;
+    }
+  }
+
+  return {
+    counterPayload,
+    note: noteEl.value.trim(),
+    dirty,
+  };
+}
+
+// formatFieldForInput — convert a server-side payload value to the format
+// the <input> wants. Dates round-trip as YYYY-MM-DD; datetime-local wants
+// YYYY-MM-DDTHH:MM. Server returns ISO 8601 / RFC 3339 timestamps; we
+// trim to the local-input shape. Text passes through verbatim.
+function formatFieldForInput(v: unknown, inputType: string): string {
+  if (v == null) return "";
+  const s = String(v);
+  if (inputType === "date") {
+    if (/^\d{4}-\d{2}-\d{2}$/.test(s)) return s;
+    const m = s.match(/^(\d{4}-\d{2}-\d{2})/);
+    return m ? m[1] : s;
+  }
+  if (inputType === "datetime-local") {
+    const m = s.match(/^(\d{4}-\d{2}-\d{2})[T\s](\d{2}:\d{2})/);
+    return m ? `${m[1]}T${m[2]}` : s;
+  }
+  return s;
+}
+
+// formatFieldForServer — convert input value back to server-friendly
+// shape. Empty string means "clear this nullable field"; the server's
+// addText helper writes NULL for "". Required fields (title) reach the
+// server's non-empty CHECK on the column, which surfaces as a 400.
+function formatFieldForServer(value: string, inputType: string): unknown {
+  if (inputType === "date" || inputType === "datetime-local") {
+    return value || null;
+  }
+  return value;
+}
+
+function formatDateForDisplay(iso: string): string {
+  const d = Date.parse(iso);
+  if (isNaN(d)) return iso;
+  return new Date(d).toLocaleString();
+}

frontend/src/client/components/modal.ts

@@ -0,0 +1,200 @@
+// Unified modal primitive — t-paliad-217.
+//
+// Native <dialog>-backed. The browser handles top-layer stacking, ESC,
+// ARIA, and focus trap. We layer back-button integration and focus
+// restoration on top so the modal behaves consistently on desktop and on
+// the iPhone PWA (m's checking surface).
+//
+// API:
+//   const result = await openModal<MyResult>({
+//     title: "…",
+//     body: htmlStringOrElement,
+//     primary: { label: "Speichern", handler: (close) => { close(result); } },
+//     secondary: { label: "Abbrechen" },   // optional, defaults to "Abbrechen"
+//     size: "sm" | "md" | "lg" | "full",   // optional, defaults to "md"
+//     onClose: () => { /* … */ },
+//     classNames: "extra css classes on the <dialog>",
+//   });
+//   // result is the value passed to close(), or null if the user
+//   // dismissed via ESC / backdrop / secondary / browser back-button.
+//
+// All dismiss paths are unified: ESC, backdrop click, secondary button,
+// the always-rendered close (×) button, and the browser back-button all
+// resolve the promise with null. Programmatic close from the primary
+// handler resolves with whatever was passed.
+//
+// Migration target: call sites that currently roll their own
+// modal-overlay + ESC handler + focus management replace all of it with
+// one openModal() call. broadcast.ts and approval-edit-modal.ts are the
+// first two call sites (t-paliad-217 Slices C + D); the other ~5 legacy
+// modals migrate in follow-up PRs.
+
+import { t } from "../i18n";
+
+export interface ModalConfig<T> {
+  title: string;
+  // body can be either a pre-built HTMLElement (the caller assembled the
+  // DOM and may have local references for read-back) or an HTML string
+  // (caller is responsible for escaping). Element is preferred when the
+  // caller needs to read form state on submit.
+  body: HTMLElement | string;
+  primary: {
+    label: string;
+    handler: (close: (result: T) => void) => void | Promise<void>;
+  };
+  // secondary defaults to a Cancel button that just dismisses. Pass null
+  // explicitly to suppress (rare — primary-only modals like a confirmation
+  // toast).
+  secondary?: { label: string } | null;
+  size?: "sm" | "md" | "lg" | "full";
+  // onClose fires on EVERY dismiss path (including primary handler
+  // resolution). Use for analytics / dirty-state warnings.
+  onClose?: () => void;
+  classNames?: string;
+}
+
+// openModal returns a promise that resolves with the value passed to
+// close() inside the primary handler, or null if the user dismissed via
+// any other path. Always non-throwing — the primary handler decides
+// whether to surface errors via its own UI (e.g. inline form errors)
+// rather than rejecting the promise.
+export function openModal<T = void>(config: ModalConfig<T>): Promise<T | null> {
+  return new Promise((resolve) => {
+    // Record + restore focus to whatever was focused before the modal
+    // opened. Native <dialog> does NOT do this automatically.
+    const previouslyFocused = document.activeElement as HTMLElement | null;
+
+    const dialog = document.createElement("dialog");
+    dialog.className = ["modal", config.classNames].filter(Boolean).join(" ");
+    dialog.dataset.size = config.size ?? "md";
+
+    const header = document.createElement("header");
+    header.className = "modal__header";
+    const titleEl = document.createElement("h2");
+    titleEl.className = "modal__title";
+    titleEl.textContent = config.title;
+    header.appendChild(titleEl);
+    const closeBtn = document.createElement("button");
+    closeBtn.type = "button";
+    closeBtn.className = "modal__close";
+    closeBtn.setAttribute("aria-label", t("modal.close.label"));
+    closeBtn.textContent = "×"; // ×
+    header.appendChild(closeBtn);
+    dialog.appendChild(header);
+
+    const body = document.createElement("div");
+    body.className = "modal__body";
+    if (typeof config.body === "string") {
+      body.innerHTML = config.body;
+    } else {
+      body.appendChild(config.body);
+    }
+    dialog.appendChild(body);
+
+    const footer = document.createElement("footer");
+    footer.className = "modal__footer";
+    const secondaryCfg = config.secondary === null
+      ? null
+      : config.secondary ?? { label: t("common.cancel") };
+    let secondaryBtn: HTMLButtonElement | null = null;
+    if (secondaryCfg) {
+      secondaryBtn = document.createElement("button");
+      secondaryBtn.type = "button";
+      secondaryBtn.className = "btn btn-ghost modal__secondary";
+      secondaryBtn.textContent = secondaryCfg.label;
+      footer.appendChild(secondaryBtn);
+    }
+    const primaryBtn = document.createElement("button");
+    primaryBtn.type = "button";
+    primaryBtn.className = "btn btn-primary modal__primary";
+    primaryBtn.textContent = config.primary.label;
+    footer.appendChild(primaryBtn);
+    dialog.appendChild(footer);
+
+    document.body.appendChild(dialog);
+
+    // History integration (Q5): push a synthetic history state so the
+    // browser back-button closes the modal instead of leaving the page.
+    // We pop the state in finish() unless popstate already fired it.
+    let historyEntryActive = false;
+    try {
+      history.pushState({ paliadModalOpen: true }, "");
+      historyEntryActive = true;
+    } catch (_e) {
+      // pushState may throw in obscure embedded contexts; degrade gracefully.
+    }
+
+    // resolved guards against double-resolution (e.g. ESC fires + then a
+    // microtask-deferred primary handler also calls close).
+    let resolved = false;
+
+    const finish = (value: T | null) => {
+      if (resolved) return;
+      resolved = true;
+
+      window.removeEventListener("popstate", onPopState);
+
+      // Pop our history entry if it's still on the stack. Skip when the
+      // popstate listener already fired (otherwise we'd go back twice).
+      if (historyEntryActive) {
+        historyEntryActive = false;
+        try { history.back(); } catch (_e) { /* same fallback as pushState */ }
+      }
+
+      // Native dialog close. Use the close event's default rather than
+      // the cancel event so we don't fight the browser's own dismissal.
+      if (dialog.open) dialog.close();
+      dialog.remove();
+
+      // Restore focus to whatever the user was on before. The dialog
+      // teardown happens synchronously so the focus call lands on a
+      // live element.
+      if (previouslyFocused && document.body.contains(previouslyFocused)) {
+        previouslyFocused.focus();
+      }
+
+      config.onClose?.();
+      resolve(value);
+    };
+
+    const close = (result: T) => finish(result);
+
+    // Dismiss paths.
+    closeBtn.addEventListener("click", () => finish(null));
+    secondaryBtn?.addEventListener("click", () => finish(null));
+    dialog.addEventListener("click", (e) => {
+      // Backdrop click — only when the click landed on the dialog element
+      // itself (not on a child). Browsers report dialog.click events
+      // through the backdrop too because the backdrop is conceptually
+      // part of the dialog's box.
+      if (e.target === dialog) finish(null);
+    });
+    // <dialog>'s cancel event fires on ESC. preventDefault stops the
+    // browser's default close so we can run our finish() (history pop,
+    // focus restore, onClose, resolve).
+    dialog.addEventListener("cancel", (e) => {
+      e.preventDefault();
+      finish(null);
+    });
+    const onPopState = () => {
+      // Browser back-button. Our history entry is gone by the time this
+      // fires, so skip the history.back() in finish().
+      historyEntryActive = false;
+      finish(null);
+    };
+    window.addEventListener("popstate", onPopState);
+
+    // Primary action.
+    primaryBtn.addEventListener("click", () => {
+      const result = config.primary.handler(close);
+      // Allow async primary handlers (handler returns a promise) — we
+      // don't wait for it explicitly; the handler is responsible for
+      // calling close() when ready.
+      void result;
+    });
+
+    // Open the dialog in the top layer. showModal activates ARIA
+    // role="dialog" + aria-modal=true + focus trap + backdrop.
+    dialog.showModal();
+  });
+}

frontend/src/client/deadlines-calendar.ts

@@ -1,181 +0,0 @@
-import { initI18n, onLangChange, t, tDyn, getLang } from "./i18n";
-import { initSidebar } from "./sidebar";
-
-interface Deadline {
-  id: string;
-  project_id: string;
-  title: string;
-  due_date: string;
-  status: string;
-  project_reference: string;
-  project_title: string;
-}
-
-let allDeadlines: Deadline[] = [];
-let viewYear = 0;
-let viewMonth = 0; // 0-11
-
-function esc(s: string): string {
-  const d = document.createElement("div");
-  d.textContent = s;
-  return d.innerHTML;
-}
-
-function fmtMonth(year: number, month: number): string {
-  return `${tDyn(`cal.month.${month}`)} ${year}`;
-}
-
-function urgencyClass(due: string, status: string): string {
-  if (status === "completed") return "frist-urgency-done";
-  const today = new Date();
-  today.setHours(0, 0, 0, 0);
-  const d = new Date(due.slice(0, 10) + "T00:00:00");
-  const diffDays = Math.floor((d.getTime() - today.getTime()) / 86400000);
-  if (diffDays < 0) return "frist-urgency-overdue";
-  if (diffDays <= 7) return "frist-urgency-soon";
-  return "frist-urgency-later";
-}
-
-async function loadDeadlines() {
-  try {
-    const resp = await fetch("/api/deadlines?status=all");
-    if (resp.ok) allDeadlines = await resp.json();
-  } catch {
-    /* non-fatal */
-  }
-}
-
-function deadlinesForDate(iso: string): Deadline[] {
-  return allDeadlines.filter((f) => f.due_date.slice(0, 10) === iso);
-}
-
-function isoDate(year: number, month: number, day: number): string {
-  const m = String(month + 1).padStart(2, "0");
-  const d = String(day).padStart(2, "0");
-  return `${year}-${m}-${d}`;
-}
-
-function render() {
-  document.getElementById("cal-month-label")!.textContent = fmtMonth(viewYear, viewMonth);
-
-  const firstDay = new Date(viewYear, viewMonth, 1);
-  const jsWeekday = firstDay.getDay();
-  const offset = (jsWeekday + 6) % 7;
-  const daysInMonth = new Date(viewYear, viewMonth + 1, 0).getDate();
-  const today = new Date();
-  const todayISO = isoDate(today.getFullYear(), today.getMonth(), today.getDate());
-
-  const cells: string[] = [];
-  for (let i = 0; i < offset; i++) {
-    cells.push(`<div class="frist-cal-cell frist-cal-cell-empty"></div>`);
-  }
-  for (let day = 1; day <= daysInMonth; day++) {
-    const iso = isoDate(viewYear, viewMonth, day);
-    const items = deadlinesForDate(iso);
-    const isToday = iso === todayISO;
-
-    const dots = items
-      .slice(0, 4)
-      .map((f) => `<span class="frist-cal-dot ${urgencyClass(f.due_date, f.status)}"></span>`)
-      .join("");
-    const more = items.length > 4 ? `<span class="frist-cal-more">+${items.length - 4}</span>` : "";
-
-    cells.push(
-      `<div class="frist-cal-cell${isToday ? " frist-cal-today" : ""}${items.length > 0 ? " frist-cal-cell-has" : ""}" data-iso="${iso}">
-        <span class="frist-cal-day">${day}</span>
-        <div class="frist-cal-dots">${dots}${more}</div>
-      </div>`,
-    );
-  }
-
-  const grid = document.getElementById("deadline-cal-grid")!;
-  grid.innerHTML = cells.join("");
-
-  grid.querySelectorAll<HTMLElement>(".frist-cal-cell-has").forEach((cell) => {
-    cell.addEventListener("click", () => openPopup(cell.dataset.iso!));
-  });
-
-  const monthStart = isoDate(viewYear, viewMonth, 1);
-  const monthEnd = isoDate(viewYear, viewMonth, daysInMonth);
-  const hasInMonth = allDeadlines.some((f) => {
-    const iso = f.due_date.slice(0, 10);
-    return iso >= monthStart && iso <= monthEnd;
-  });
-  const empty = document.getElementById("deadline-cal-empty")!;
-  empty.style.display = hasInMonth ? "none" : "";
-}
-
-function openPopup(iso: string) {
-  const items = deadlinesForDate(iso);
-  if (items.length === 0) return;
-  const popup = document.getElementById("cal-popup")!;
-  const dateEl = document.getElementById("cal-popup-date")!;
-  const list = document.getElementById("cal-popup-list")!;
-
-  const d = new Date(iso + "T00:00:00");
-  dateEl.textContent = d.toLocaleDateString(getLang() === "de" ? "de-DE" : "en-GB", {
-    weekday: "long",
-    year: "numeric",
-    month: "long",
-    day: "numeric",
-  });
-
-  list.innerHTML = items
-    .map((f) => {
-      const cls = urgencyClass(f.due_date, f.status);
-      return `<li class="frist-cal-popup-item">
-        <span class="frist-cal-dot ${cls}"></span>
-        <a href="/deadlines/${esc(f.id)}" class="frist-cal-popup-title">${esc(f.title)}</a>
-        <a href="/projects/${esc(f.project_id)}" class="frist-cal-popup-project">${esc(f.project_reference)}</a>
-      </li>`;
-    })
-    .join("");
-  popup.style.display = "flex";
-}
-
-function initPopup() {
-  const popup = document.getElementById("cal-popup")!;
-  const close = document.getElementById("cal-popup-close")!;
-  close.addEventListener("click", () => (popup.style.display = "none"));
-  popup.addEventListener("click", (e) => {
-    if (e.target === e.currentTarget) popup.style.display = "none";
-  });
-}
-
-function initNav() {
-  document.getElementById("cal-prev")!.addEventListener("click", () => {
-    viewMonth -= 1;
-    if (viewMonth < 0) {
-      viewMonth = 11;
-      viewYear -= 1;
-    }
-    render();
-  });
-  document.getElementById("cal-next")!.addEventListener("click", () => {
-    viewMonth += 1;
-    if (viewMonth > 11) {
-      viewMonth = 0;
-      viewYear += 1;
-    }
-    render();
-  });
-  document.getElementById("cal-today")!.addEventListener("click", () => {
-    const now = new Date();
-    viewYear = now.getFullYear();
-    viewMonth = now.getMonth();
-    render();
-  });
-}
-
-document.addEventListener("DOMContentLoaded", async () => {
-  initI18n();
-  initSidebar();
-  const now = new Date();
-  viewYear = now.getFullYear();
-  viewMonth = now.getMonth();
-  initNav();
-  initPopup();
-  onLangChange(render);
-  await loadDeadlines();
-  render();
-});

frontend/src/client/events.ts

@@ -8,6 +8,7 @@ import {
   type FilterHandle,
 } from "./event-types";
 import { projectIndent } from "./project-indent";
+import { mountCalendar, type CalendarHandle, type CalendarItem } from "./calendar/mount-calendar";
 
 // Two-eyes glyph 👀 inside .approval-pill--icon. m's 2026-05-08 follow-
 // up: "two eyes instead of the one." Emoji rather than SVG keeps the
@@ -125,12 +126,16 @@ const STATUS_OPTIONS_DEADLINE: StatusOption[] = [
   { value: "completed", key: "deadlines.filter.completed" },
 ];
 
+// Appointment status options — m/paliad#54: the legacy 'upcoming' /
+// "Ab heute" option was a UI lie (backend never narrowed past events for
+// appointments) and is removed. 'today' is the sane default — matches the
+// dashboard tile. 'all' stays as the explicit opt-in for past events.
 const STATUS_OPTIONS_APPOINTMENT: StatusOption[] = [
-  { value: "all", key: "events.filter.status.all" },
   { value: "today", key: "deadlines.filter.today" },
   { value: "this_week", key: "deadlines.filter.thisweek" },
   { value: "next_week", key: "deadlines.filter.nextweek" },
   { value: "later", key: "deadlines.filter.later" },
+  { value: "all", key: "events.filter.status.all" },
 ];
 
 function statusOptionsFor(type: EventTypeChoice): StatusOption[] {
@@ -139,7 +144,7 @@ function statusOptionsFor(type: EventTypeChoice): StatusOption[] {
 }
 
 function defaultStatusFor(type: EventTypeChoice): string {
-  return type === "appointment" ? "all" : "pending";
+  return type === "appointment" ? "today" : "pending";
 }
 
 let currentType: EventTypeChoice = "deadline";
@@ -153,8 +158,10 @@ let me: Me | null = null;
 let eventTypeFilter: FilterHandle | null = null;
 let eventTypeByID: Map<string, EventType> = new Map();
 let loadedOK = false;
-let calYear = 0;
-let calMonth = 0;
+// Calendar handle is created lazily when /events first switches into the
+// Kalender view (t-paliad-224). The handle owns its own month/week/day
+// state + ?cal_view / ?cal_date URL contract via mountCalendar.
+let calendar: CalendarHandle | null = null;
 
 function urlParams(): URLSearchParams {
   return new URLSearchParams(window.location.search);
@@ -425,12 +432,13 @@ function hideTableAndCalendar() {
   const calWrap = document.getElementById("events-calendar-wrap");
   if (tableWrap) tableWrap.style.display = "none";
   if (calWrap) calWrap.hidden = true;
+  teardownCalendar();
 }
 
 function render() {
   if (!loadedOK) return;
   if (currentView === "calendar") {
-    renderCalendar();
+    renderCalendarView();
   } else {
     renderTable();
   }
@@ -553,135 +561,57 @@ function renderRow(item: EventListItem, showReopen: boolean): string {
   </tr>`;
 }
 
-// itemDateISO returns the per-item bucketing date (YYYY-MM-DD) used when
-// plotting an event onto the calendar. Deadlines bucket on due_date;
-// appointments on start_at's local-date component.
-function itemDateISO(item: EventListItem): string {
+// toCalendarItem adapts an EventListItem to the canonical CalendarItem
+// shape consumed by mountCalendar (t-paliad-224). Bucketing date matches
+// the pre-refactor behaviour: deadlines bucket on due_date (fallback to
+// event_date); appointments bucket on start_at (fallback to event_date).
+function toCalendarItem(item: EventListItem): CalendarItem {
+  let bucketDate: string;
   if (item.type === "deadline") {
-    const src = item.due_date ?? item.event_date;
-    return src.slice(0, 10);
+    bucketDate = item.due_date ?? item.event_date;
+  } else if (item.start_at) {
+    bucketDate = item.start_at;
+  } else {
+    bucketDate = item.event_date;
   }
-  if (!item.start_at) return item.event_date.slice(0, 10);
-  const d = new Date(item.start_at);
-  return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}-${String(d.getDate()).padStart(2, "0")}`;
+  return {
+    kind: item.type,
+    id: item.id,
+    title: item.title,
+    event_date: bucketDate,
+    project_id: item.project_id,
+    project_title: item.project_title,
+    project_reference: item.project_reference,
+  };
 }
 
-function isoDate(year: number, month: number, day: number): string {
-  return `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
-}
-
-function fmtMonthYear(year: number, month: number): string {
-  return `${tDyn(`cal.month.${month}`)} ${year}`;
-}
-
-function calDotClass(item: EventListItem): string {
-  // Per-item dot colour. Deadlines reuse the existing urgency palette;
-  // appointments get their own colour so they're visually distinct from
-  // deadlines on a mixed (Beides) calendar.
-  if (item.type === "appointment") return "events-cal-dot-appointment";
-  return urgencyClass(item).replace("frist-urgency-", "frist-urgency-");
-}
-
-function renderCalendar() {
-  const wrap = document.getElementById("events-calendar-wrap")!;
-  const grid = document.getElementById("events-cal-grid")!;
-  const empty = document.getElementById("events-cal-empty") as HTMLElement;
-  const monthLabel = document.getElementById("events-cal-month-label")!;
+function renderCalendarView() {
+  const host = document.getElementById("events-calendar-wrap");
+  if (!host) return;
   const tableEmpty = document.getElementById("events-empty")!;
   const tableEmptyFiltered = document.getElementById("events-empty-filtered")!;
-
-  // Calendar always renders the visible month from allItems, regardless of
-  // pristine vs filtered state — empty calendar is allowed (the per-month
-  // empty hint communicates "no items in this month" without confusing it
-  // with the table-mode "no items at all" empty state).
   tableEmpty.style.display = "none";
   tableEmptyFiltered.style.display = "none";
-  wrap.hidden = false;
+  (host as HTMLElement).hidden = false;
 
-  monthLabel.textContent = fmtMonthYear(calYear, calMonth);
-
-  const firstDay = new Date(calYear, calMonth, 1);
-  const jsWeekday = firstDay.getDay();
-  const offset = (jsWeekday + 6) % 7;
-  const daysInMonth = new Date(calYear, calMonth + 1, 0).getDate();
-  const today = new Date();
-  const todayISO = isoDate(today.getFullYear(), today.getMonth(), today.getDate());
-
-  // Bucket items by ISO date once, so day-cell rendering is O(d) not O(d*n).
-  const byDate = new Map<string, EventListItem[]>();
-  for (const item of allItems) {
-    const iso = itemDateISO(item);
-    const list = byDate.get(iso);
-    if (list) list.push(item);
-    else byDate.set(iso, [item]);
+  const items = allItems.map(toCalendarItem);
+  if (calendar) {
+    calendar.update(items);
+    return;
   }
-
-  const cells: string[] = [];
-  for (let i = 0; i < offset; i++) {
-    cells.push(`<div class="frist-cal-cell frist-cal-cell-empty"></div>`);
-  }
-  for (let day = 1; day <= daysInMonth; day++) {
-    const iso = isoDate(calYear, calMonth, day);
-    const items = byDate.get(iso) ?? [];
-    const isToday = iso === todayISO;
-    const dots = items
-      .slice(0, 4)
-      .map((it) => `<span class="frist-cal-dot ${calDotClass(it)}"></span>`)
-      .join("");
-    const more = items.length > 4 ? `<span class="frist-cal-more">+${items.length - 4}</span>` : "";
-    cells.push(
-      `<div class="frist-cal-cell${isToday ? " frist-cal-today" : ""}${items.length > 0 ? " frist-cal-cell-has" : ""}" data-iso="${iso}">
-        <span class="frist-cal-day">${day}</span>
-        <div class="frist-cal-dots">${dots}${more}</div>
-      </div>`,
-    );
-  }
-  grid.innerHTML = cells.join("");
-
-  grid.querySelectorAll<HTMLElement>(".frist-cal-cell-has").forEach((cell) => {
-    cell.addEventListener("click", () => openCalPopup(cell.dataset.iso!, byDate.get(cell.dataset.iso!) ?? []));
+  // urlState=true: the Kalender tab persists its month/week/day + anchor
+  // in ?cal_view + ?cal_date so a refresh / shared link lands on the same
+  // calendar state (per t-paliad-224 §11 Q3 head decision).
+  calendar = mountCalendar(host as HTMLElement, items, {
+    urlState: true,
+    defaultView: "month",
   });
-
-  const monthStart = isoDate(calYear, calMonth, 1);
-  const monthEnd = isoDate(calYear, calMonth, daysInMonth);
-  const hasInMonth = allItems.some((it) => {
-    const iso = itemDateISO(it);
-    return iso >= monthStart && iso <= monthEnd;
-  });
-  empty.hidden = hasInMonth;
 }
 
-function openCalPopup(iso: string, items: EventListItem[]) {
-  if (items.length === 0) return;
-  const popup = document.getElementById("events-cal-popup") as HTMLElement;
-  const dateEl = document.getElementById("events-cal-popup-date")!;
-  const list = document.getElementById("events-cal-popup-list")!;
-
-  const d = new Date(iso + "T00:00:00");
-  dateEl.textContent = d.toLocaleDateString(getLang() === "de" ? "de-DE" : "en-GB", {
-    weekday: "long",
-    year: "numeric",
-    month: "long",
-    day: "numeric",
-  });
-
-  list.innerHTML = items
-    .map((it) => {
-      const cls = calDotClass(it);
-      const href = it.type === "deadline" ? `/deadlines/${esc(it.id)}` : `/appointments/${esc(it.id)}`;
-      const projectHref = it.project_id ? `/projects/${esc(it.project_id)}` : "";
-      const projectLabel = it.project_reference ?? "";
-      const projectCell = projectHref
-        ? `<a href="${projectHref}" class="frist-cal-popup-akte">${esc(projectLabel)}</a>`
-        : "";
-      return `<li class="frist-cal-popup-item">
-        <span class="frist-cal-dot ${cls}"></span>
-        <a href="${href}" class="frist-cal-popup-title">${rowTypeChip(it)} ${esc(it.title)}</a>
-        ${projectCell}
-      </li>`;
-    })
-    .join("");
-  popup.style.display = "flex";
+function teardownCalendar() {
+  if (!calendar) return;
+  calendar.destroy();
+  calendar = null;
 }
 
 function applyView() {
@@ -702,12 +632,18 @@ function applyView() {
   // Cards view = the original layout (5-card summary + table).
   // List view = no summary cards, table only — gives more vertical space
   //   and matches users' mental model of a flat list.
-  // Calendar view = month grid; cards + table both hidden.
+  // Calendar view = mountCalendar() canon (month/week/day); cards + table
+  //   both hidden. The handle is torn down when the user leaves Kalender
+  //   so its URL state isn't reapplied to other shapes.
   summary.style.display = currentView === "cards" ? "" : "none";
   tableWrap.style.display = currentView === "calendar" ? "none" : "";
   calWrap.hidden = currentView !== "calendar";
 
-  if (currentView === "calendar" && loadedOK) renderCalendar();
+  if (currentView === "calendar") {
+    if (loadedOK) renderCalendarView();
+  } else {
+    teardownCalendar();
+  }
 }
 
 function wireRowHandlers(tbody: HTMLElement) {
@@ -728,6 +664,13 @@ function wireRowHandlers(tbody: HTMLElement) {
     if (cb && !cb.disabled) {
       cb.addEventListener("change", async () => {
         if (!cb.checked) return;
+        const titleCell = row.querySelector<HTMLElement>(".events-title");
+        const title = (titleCell?.textContent || "").trim();
+        const msg = t("deadlines.complete.confirm").replace("{title}", title || "?");
+        if (!window.confirm(msg)) {
+          cb.checked = false;
+          return;
+        }
         cb.disabled = true;
         try {
           const resp = await fetch(`/api/deadlines/${id}/complete`, { method: "PATCH" });
@@ -1002,12 +945,10 @@ function initFilters() {
 }
 
 function initView() {
-  // Calendar always opens on the current month — month navigation is
-  // local to the view (cheap pagination, doesn't refetch).
-  const now = new Date();
-  calYear = now.getFullYear();
-  calMonth = now.getMonth();
-
+  // Kalender state (view + anchor) lives inside mountCalendar; no
+  // events-page-level wiring needed. The view chips below switch
+  // between Karten / Liste / Kalender; applyView() handles the
+  // mount + teardown.
   document.querySelectorAll<HTMLButtonElement>("[data-event-view]").forEach((btn) => {
     btn.addEventListener("click", () => {
       const next = btn.dataset.eventView as EventView;
@@ -1017,31 +958,6 @@ function initView() {
       syncURLParams();
     });
   });
-
-  document.getElementById("events-cal-prev")?.addEventListener("click", () => {
-    calMonth -= 1;
-    if (calMonth < 0) { calMonth = 11; calYear -= 1; }
-    renderCalendar();
-  });
-  document.getElementById("events-cal-next")?.addEventListener("click", () => {
-    calMonth += 1;
-    if (calMonth > 11) { calMonth = 0; calYear += 1; }
-    renderCalendar();
-  });
-  document.getElementById("events-cal-today")?.addEventListener("click", () => {
-    const t = new Date();
-    calYear = t.getFullYear();
-    calMonth = t.getMonth();
-    renderCalendar();
-  });
-
-  const popup = document.getElementById("events-cal-popup") as HTMLElement;
-  document.getElementById("events-cal-popup-close")?.addEventListener("click", () => {
-    popup.style.display = "none";
-  });
-  popup?.addEventListener("click", (e) => {
-    if (e.target === popup) popup.style.display = "none";
-  });
 }
 
 function initSummaryCards() {

frontend/src/client/filter-bar/axes.ts

@@ -162,10 +162,11 @@ function renderApprovalRoleAxis(ctx: AxisCtx): HTMLElement {
 // ----------------------------------------------------------------------
 
 const APPROVAL_STATUSES: Array<{ value: string; key: I18nKey }> = [
-  { value: "pending",  key: "views.bar.approval_status.pending" },
-  { value: "approved", key: "views.bar.approval_status.approved" },
-  { value: "rejected", key: "views.bar.approval_status.rejected" },
-  { value: "revoked",  key: "views.bar.approval_status.revoked" },
+  { value: "pending",            key: "views.bar.approval_status.pending" },
+  { value: "approved",           key: "views.bar.approval_status.approved" },
+  { value: "rejected",           key: "views.bar.approval_status.rejected" },
+  { value: "revoked",            key: "views.bar.approval_status.revoked" },
+  { value: "changes_requested",  key: "views.bar.approval_status.changes_requested" },
 ];
 
 function renderApprovalStatusAxis(ctx: AxisCtx): HTMLElement {

frontend/src/client/fristenrechner.ts

@@ -2,11 +2,11 @@
 // 3-step wizard: select proceeding -> enter date -> view timeline
 //
 // Rendering primitives (renderTimelineBody / renderColumnsBody /
-// deadlineCardHtml / formatDate / partyBadge / court picker) live in
-// `./views/verfahrensablauf-core` and are shared with the
-// /tools/verfahrensablauf page (t-paliad-179 Slice 1). This module owns
-// the Step1/2/3a wizard, Pathway A/B, Akte save flow, anchor-override
-// click-to-edit — none of which Verfahrensablauf wants.
+// deadlineCardHtml / formatDate / partyBadge / court picker / inline
+// date editor) live in `./views/verfahrensablauf-core` and are shared
+// with /tools/verfahrensablauf. This module owns the Step1/2/3a
+// wizard, Pathway A/B, Akte save flow — none of which Verfahrensablauf
+// wants.
 
 import { initI18n, t, tDyn, getLang, onLangChange } from "./i18n";
 import { initSidebar } from "./sidebar";
@@ -22,6 +22,7 @@ import {
   priorityRendering,
   renderColumnsBody,
   renderTimelineBody,
+  wireDateEditClicks,
 } from "./views/verfahrensablauf-core";
 
 let lastResponse: DeadlineResponse | null = null;
@@ -57,6 +58,19 @@ type ProcedureView = "timeline" | "columns";
 // HLC team than the single vertical line.
 let procedureView: ProcedureView = "columns";
 
+// Notes toggle — off by default; per-rule notes render as a compact
+// ⓘ hover icon. Flipped on, they expand under each card. Choice is
+// localStorage-persisted (paliad.fristen.notes-show key shared with
+// /tools/verfahrensablauf so the preference carries across both).
+const NOTES_PREF_KEY = "paliad.fristen.notes-show";
+function readNotesPref(): boolean {
+  try { return localStorage.getItem(NOTES_PREF_KEY) === "1"; } catch { return false; }
+}
+function writeNotesPref(on: boolean): void {
+  try { localStorage.setItem(NOTES_PREF_KEY, on ? "1" : "0"); } catch { /* no-op */ }
+}
+let showNotes = readNotesPref();
+
 onLangChange(() => {
   if (lastResponse) renderProcedureResults(lastResponse);
   // Update trigger event name if a proceeding is selected
@@ -108,25 +122,28 @@ async function calculate() {
   const triggerDate = dateInput.value;
   if (!triggerDate || !selectedType) return;
 
-  // Priority date — only meaningful for EP_GRANT (Art. 93 EPÜ publish-anchor).
+  // Priority date — only meaningful for epa.grant.exa (Art. 93 EPÜ publish-anchor).
   const priorityInput = document.getElementById("priority-date") as HTMLInputElement | null;
-  const priorityDate = selectedType === "EP_GRANT" && priorityInput?.value ? priorityInput.value : "";
+  const priorityDate = selectedType === "epa.grant.exa" && priorityInput?.value ? priorityInput.value : "";
 
-  // Flags — three proceeding-specific checkboxes:
-  //   UPC_INF: with_ccr (always available); with_amend (nested under
-  //            with_ccr — R.30 application is only available with a CCR).
-  //   UPC_REV: with_amend (R.49.2.a) and with_cci (R.49.2.b) as two
-  //            independent gates; both can be on simultaneously.
+  // Flags — proceeding-specific checkboxes:
+  //   upc.inf.cfi: with_ccr (always available); with_amend (nested under
+  //                with_ccr — R.30 application is only available with a CCR).
+  //   upc.rev.cfi: with_amend (R.49.2.a) and with_cci (R.49.2.b) as two
+  //                independent gates; both can be on simultaneously.
+  // R.19 Einspruch is NOT flag-gated (mig 098, m's 2026-05-18 call): it's
+  // an always-available optional submission, surfaced as priority='optional'
+  // without a separate checkbox.
   const ccrFlag      = document.getElementById("ccr-flag")        as HTMLInputElement | null;
   const infAmendFlag = document.getElementById("inf-amend-flag")  as HTMLInputElement | null;
   const revAmendFlag = document.getElementById("rev-amend-flag")  as HTMLInputElement | null;
   const revCciFlag   = document.getElementById("rev-cci-flag")    as HTMLInputElement | null;
   const flags: string[] = [];
-  if (selectedType === "UPC_INF") {
+  if (selectedType === "upc.inf.cfi") {
     if (ccrFlag?.checked)                          flags.push("with_ccr");
     if (ccrFlag?.checked && infAmendFlag?.checked) flags.push("with_amend");
   }
-  if (selectedType === "UPC_REV") {
+  if (selectedType === "upc.rev.cfi") {
     if (revAmendFlag?.checked) flags.push("with_amend");
     if (revCciFlag?.checked)   flags.push("with_cci");
   }
@@ -170,12 +187,21 @@ interface ProjectOption {
   // (Slice 3b) can scope the cascade by the project's jurisdiction
   // without an extra fetch.
   proceeding_type_id?: number | null;
-  // our_side carries which side the firm represents on this project
-  // (t-paliad-164). When a user selects an Akte, the perspective chip
-  // pre-locks to this value; a small hint above the strip flags the
+  // our_side carries which side the firm represents on this case
+  // project (Client Role; t-paliad-164, widened in t-paliad-222).
+  // When a user selects an Akte, the perspective chip pre-locks via
+  // ourSideToPerspective(); a small hint above the strip flags the
   // pre-selection and the user can still click another chip to
   // override. NULL/undefined leaves the chip unset (free-pick).
-  our_side?: "claimant" | "defendant" | "court" | "both" | null;
+  our_side?:
+    | "claimant"
+    | "defendant"
+    | "applicant"
+    | "appellant"
+    | "respondent"
+    | "third_party"
+    | "other"
+    | null;
 }
 
 async function fetchProjects(): Promise<ProjectOption[]> {
@@ -234,6 +260,19 @@ function closeSaveModal() {
   if (modal) modal.style.display = "none";
 }
 
+// preselectedProjectId returns the project the user picked in Step 1
+// (if any) so the various save/add flows can default their project
+// pickers to it. Carries through anywhere a "save to Akte" pop-out
+// renders \u2014 preselection is *only* a default; the picker still
+// renders every available project and the user can override.
+// m/paliad#57 part 1: 2026-05-20 user complaint \u2014 "the pre-selected
+// project should be pre-selected" on Add.
+function preselectedProjectId(): string {
+  return currentStep1Context.kind === "project" && currentStep1Context.projectId
+    ? currentStep1Context.projectId
+    : "";
+}
+
 async function openSaveModal() {
   if (!lastResponse) return;
   ensureSaveModal();
@@ -250,6 +289,7 @@ async function openSaveModal() {
     sel.style.display = "";
     noProjects.style.display = "none";
     submit.disabled = false;
+    const preselected = preselectedProjectId();
     sel.innerHTML = projects
       .map((p) => {
         const ref = (p.reference || "").trim();
@@ -257,9 +297,11 @@ async function openSaveModal() {
         const label = ref
           ? `${indent}${escHtml(ref)} \u2014 ${escHtml(p.title)}`
           : `${indent}${escHtml(p.title)}`;
-        return `<option value="${escAttr(p.id)}">${label}</option>`;
+        const selected = p.id === preselected ? " selected" : "";
+        return `<option value="${escAttr(p.id)}"${selected}>${label}</option>`;
       })
       .join("");
+    if (preselected) sel.value = preselected;
   }
 
   const list = document.getElementById("frist-save-list")!;
@@ -388,8 +430,8 @@ function renderProcedureResults(data: DeadlineResponse) {
   </div>`;
 
   const bodyHtml = procedureView === "columns"
-    ? renderColumnsBody(data, { editable: true })
-    : renderTimelineBody(data, { showParty: true, editable: true });
+    ? renderColumnsBody(data, { editable: true, showNotes })
+    : renderTimelineBody(data, { showParty: true, editable: true, showNotes });
 
   container.innerHTML = headerHtml + bodyHtml;
   printBtn.style.display = "block";
@@ -414,54 +456,21 @@ function renderProcedureResults(data: DeadlineResponse) {
   applyPendingFocus();
 }
 
-// openInlineDateEditor swaps the date span for a date input. On commit
-// (blur or Enter), the override is recorded and the timeline re-fetched.
-// On Escape, the editor closes without changing anything. An empty
-// commit clears the override (lets the user revert to the calculated
-// date or to the IsCourtSet placeholder).
-function openInlineDateEditor(span: HTMLElement) {
-  const ruleCode = span.dataset.ruleCode!;
-  const current = span.dataset.currentDate || anchorOverrides.get(ruleCode) || "";
-  const editor = document.createElement("input");
-  editor.type = "date";
-  editor.className = "frist-date-edit-input";
-  editor.value = current;
-
-  const commit = (newValue: string) => {
-    if (newValue === "") {
-      anchorOverrides.delete(ruleCode);
-    } else {
-      anchorOverrides.set(ruleCode, newValue);
-    }
-    void calculate();
-  };
-
-  const cancel = () => {
-    editor.replaceWith(span);
-  };
-
-  editor.addEventListener("blur", () => {
-    if (editor.value !== current) commit(editor.value);
-    else cancel();
-  });
-  editor.addEventListener("keydown", (e) => {
-    const ke = e as KeyboardEvent;
-    if (ke.key === "Enter") {
-      e.preventDefault();
-      editor.blur();
-    } else if (ke.key === "Escape") {
-      e.preventDefault();
-      cancel();
-    }
-  });
-
-  span.replaceWith(editor);
-  editor.focus();
-  if (editor.value) editor.select();
+// onDateEditCommit is the click-to-edit callback handed to the shared
+// wireDateEditClicks() helper: persist the per-rule override (empty value
+// clears it) then recompute so downstream rules re-anchor.
+function onDateEditCommit(ruleCode: string, newValue: string) {
+  if (newValue === "") {
+    anchorOverrides.delete(ruleCode);
+  } else {
+    anchorOverrides.set(ruleCode, newValue);
+  }
+  void calculate();
 }
 
-// deadlineCardHtml / renderTimelineBody / renderColumnsBody moved to
-// ./views/verfahrensablauf-core (t-paliad-179 Slice 1).
+// deadlineCardHtml / renderTimelineBody / renderColumnsBody /
+// openInlineDateEditor / wireDateEditClicks moved to
+// ./views/verfahrensablauf-core.
 
 function reset() {
   selectedType = "";
@@ -504,22 +513,22 @@ function selectProceeding(btn: HTMLButtonElement) {
   document.getElementById("trigger-event")!.textContent = name;
 
   // Conditional inputs:
-  //   priority-date  → EP_GRANT
-  //   ccr-flag       → UPC_INF only
-  //   inf-amend-flag → UPC_INF only, but disabled until ccr-flag is on
+  //   priority-date  → epa.grant.exa
+  //   ccr-flag       → upc.inf.cfi only
+  //   inf-amend-flag → upc.inf.cfi only, but disabled until ccr-flag is on
   //                     (R.30 amend only available with a CCR)
-  //   rev-amend-flag → UPC_REV only
-  //   rev-cci-flag   → UPC_REV only
+  //   rev-amend-flag → upc.rev.cfi only
+  //   rev-cci-flag   → upc.rev.cfi only
   const priorityRow = document.getElementById("priority-date-row");
-  if (priorityRow) priorityRow.style.display = selectedType === "EP_GRANT" ? "" : "none";
+  if (priorityRow) priorityRow.style.display = selectedType === "epa.grant.exa" ? "" : "none";
   const ccrRow = document.getElementById("ccr-flag-row");
-  if (ccrRow) ccrRow.style.display = selectedType === "UPC_INF" ? "" : "none";
+  if (ccrRow) ccrRow.style.display = selectedType === "upc.inf.cfi" ? "" : "none";
   const infAmendRow = document.getElementById("inf-amend-flag-row");
-  if (infAmendRow) infAmendRow.style.display = selectedType === "UPC_INF" ? "" : "none";
+  if (infAmendRow) infAmendRow.style.display = selectedType === "upc.inf.cfi" ? "" : "none";
   const revAmendRow = document.getElementById("rev-amend-flag-row");
-  if (revAmendRow) revAmendRow.style.display = selectedType === "UPC_REV" ? "" : "none";
+  if (revAmendRow) revAmendRow.style.display = selectedType === "upc.rev.cfi" ? "" : "none";
   const revCciRow = document.getElementById("rev-cci-flag-row");
-  if (revCciRow) revCciRow.style.display = selectedType === "UPC_REV" ? "" : "none";
+  if (revCciRow) revCciRow.style.display = selectedType === "upc.rev.cfi" ? "" : "none";
 
   syncInfAmendEnabled();
   populateCourtPickerCore("court-picker-row", "court-picker", selectedType);
@@ -632,21 +641,7 @@ document.addEventListener("DOMContentLoaded", () => {
   // rules re-anchor on the user's date. Delegated on the container so
   // it survives renderProcedureResults() innerHTML rewrites.
   const timelineContainer = document.getElementById("timeline-container");
-  if (timelineContainer) {
-    timelineContainer.addEventListener("click", (e) => {
-      const target = (e.target as HTMLElement).closest<HTMLElement>(".frist-date-edit");
-      if (!target || !target.dataset.ruleCode) return;
-      openInlineDateEditor(target);
-    });
-    timelineContainer.addEventListener("keydown", (e) => {
-      const ke = e as KeyboardEvent;
-      if (ke.key !== "Enter" && ke.key !== " ") return;
-      const target = (e.target as HTMLElement).closest<HTMLElement>(".frist-date-edit");
-      if (!target || !target.dataset.ruleCode) return;
-      e.preventDefault();
-      openInlineDateEditor(target);
-    });
-  }
+  if (timelineContainer) wireDateEditClicks(timelineContainer, onDateEditCommit);
 
   // Reset button
   document.getElementById("reset-btn")!.addEventListener("click", reset);
@@ -658,6 +653,18 @@ document.addEventListener("DOMContentLoaded", () => {
   const saveBtn = document.getElementById("fristen-save-cta");
   if (saveBtn) saveBtn.addEventListener("click", openSaveModal);
 
+  // Notes toggle — restores last preference on load + re-renders when
+  // the user flips it. Lives in the same toggle bar as the view picker.
+  const notesShowCb = document.getElementById("fristen-notes-show") as HTMLInputElement | null;
+  if (notesShowCb) {
+    notesShowCb.checked = showNotes;
+    notesShowCb.addEventListener("change", () => {
+      showNotes = notesShowCb.checked;
+      writeNotesPref(showNotes);
+      if (lastResponse) renderProcedureResults(lastResponse);
+    });
+  }
+
   // View toggle (timeline vs. columns layout) for procedure mode.
   initViewToggle();
 
@@ -1278,19 +1285,27 @@ function expandCardCalc(card: HTMLElement, autoSelectPill: HTMLElement | null) {
   card.classList.add("is-expanded");
   card.setAttribute("aria-expanded", "true");
 
-  const panel = buildCalcPanel(cardData, rulePills);
-  card.appendChild(panel);
+  // m/paliad#57 part 4: when the user clicked a specific rule pill, the
+  // context is already known — the calc panel renders with that pill
+  // locked in and no "Which context?" picker. The card's pill list is
+  // hidden via CSS while is-expanded so the rules aren't listed twice.
+  // When the user clicked the card body (no autoSelectPill), the picker
+  // is the primary surface — still no duplicate pill list above it.
+  const lockedPill = (autoSelectPill && autoSelectPill.dataset.kind === "rule")
+    ? rulePills.find((p) =>
+        p.proceeding?.code === autoSelectPill.dataset.proc
+        && (autoSelectPill.dataset.focus
+            ? p.rule_local_code === autoSelectPill.dataset.focus
+            : true))
+    : undefined;
 
-  // Auto-select the clicked pill if it's a rule pill; otherwise the
-  // first pill is preselected by buildCalcPanel.
-  if (autoSelectPill && autoSelectPill.dataset.kind === "rule") {
-    selectCalcPill(card, autoSelectPill.dataset.proc, autoSelectPill.dataset.focus);
-  }
+  const panel = buildCalcPanel(cardData, rulePills, lockedPill || null);
+  card.appendChild(panel);
 
   scheduleCardCalc(card);
 }
 
-function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[]): HTMLElement {
+function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[], lockedPill: SearchPill | null = null): HTMLElement {
   const panel = document.createElement("div");
   panel.className = "fristen-card-calc";
   // stopPropagation so clicks inside the panel don't bubble to the
@@ -1301,10 +1316,38 @@ function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[]): HTMLEle
   const lang = getLang();
   const today = new Date().toISOString().split("T")[0];
 
-  // Pill picker (only when >1 rule pill).
-  const pickerHtml = rulePills.length <= 1
-    ? `<input type="hidden" class="fristen-card-calc-pill-picker" data-proc="${escAttr(rulePills[0].proceeding?.code || "")}" data-focus="${escAttr(rulePills[0].rule_local_code || "")}" />`
-    : `<fieldset class="fristen-card-calc-pill-picker" role="radiogroup">
+  // Picker semantics (m/paliad#57 part 4):
+  //   - lockedPill set        → context known (user clicked a specific
+  //                             rule pill on the card). Render as a
+  //                             hidden input only; the calc panel shows
+  //                             no "Which context?" question. A small
+  //                             "ändern" link reopens the picker fieldset.
+  //   - rulePills.length <= 1 → only one possible context, never a
+  //                             picker (hidden input carries the data).
+  //   - otherwise             → show the picker as primary surface; the
+  //                             card's pill list is hidden via CSS while
+  //                             the panel is open, so the user isn't
+  //                             asked the same thing twice.
+  let pickerHtml: string;
+  if (lockedPill) {
+    const procName = lockedPill.proceeding
+      ? (lang === "en" && lockedPill.proceeding.name_en ? lockedPill.proceeding.name_en : lockedPill.proceeding.name_de)
+      : "";
+    const ruleName = lang === "en" && lockedPill.rule_name_en ? lockedPill.rule_name_en : lockedPill.rule_name_de;
+    const src = lockedPill.legal_source_display || lockedPill.legal_source || "";
+    const reopenLabel = t("deadlines.card.calc.pill_picker.change");
+    pickerHtml = `<div class="fristen-card-calc-pill-locked">
+      <span class="fristen-card-calc-pill-locked-label">${escHtml(t("deadlines.card.calc.pill_picker.locked_label"))}</span>
+      <span class="fristen-card-calc-pill-locked-proc">${escHtml(procName)}</span>
+      <span class="fristen-card-calc-pill-locked-rule">${escHtml(ruleName)}</span>
+      ${src ? `<span class="fristen-card-calc-pill-locked-source">${escHtml(src)}</span>` : ""}
+      ${rulePills.length > 1 ? `<button type="button" class="fristen-card-calc-pill-change">${escHtml(reopenLabel)}</button>` : ""}
+      <input type="hidden" class="fristen-card-calc-pill-picker" data-proc="${escAttr(lockedPill.proceeding?.code || "")}" data-focus="${escAttr(lockedPill.rule_local_code || "")}" />
+    </div>`;
+  } else if (rulePills.length <= 1) {
+    pickerHtml = `<input type="hidden" class="fristen-card-calc-pill-picker" data-proc="${escAttr(rulePills[0].proceeding?.code || "")}" data-focus="${escAttr(rulePills[0].rule_local_code || "")}" />`;
+  } else {
+    pickerHtml = `<fieldset class="fristen-card-calc-pill-picker" role="radiogroup">
          <legend class="fristen-card-calc-label">${escHtml(t("deadlines.card.calc.pill_picker.label"))}</legend>
          ${rulePills.map((p, i) => {
            const procName = p.proceeding ? (lang === "en" && p.proceeding.name_en ? p.proceeding.name_en : p.proceeding.name_de) : "";
@@ -1318,6 +1361,7 @@ function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[]): HTMLEle
            </label>`;
          }).join("")}
        </fieldset>`;
+  }
 
   panel.innerHTML = `
     <button type="button" class="fristen-card-calc-close" aria-label="${escAttr(t("deadlines.card.calc.close"))}">×</button>
@@ -1370,6 +1414,38 @@ function buildCalcPanel(_cardData: SearchCard, rulePills: SearchPill[]): HTMLEle
     void addCalcToProject(card, last);
   });
 
+  // "ändern" — swap the locked-context caption for the full radio
+  // picker so the user can change context without collapsing the panel.
+  panel.querySelector<HTMLButtonElement>(".fristen-card-calc-pill-change")?.addEventListener("click", () => {
+    const card = panel.closest<HTMLElement>(".fristen-card");
+    const locked = panel.querySelector<HTMLElement>(".fristen-card-calc-pill-locked");
+    if (!card || !locked) return;
+    const fieldset = document.createElement("fieldset");
+    fieldset.className = "fristen-card-calc-pill-picker";
+    fieldset.setAttribute("role", "radiogroup");
+    const lockedProc = locked.querySelector<HTMLInputElement>("input.fristen-card-calc-pill-picker")?.dataset.proc || "";
+    const lockedFocus = locked.querySelector<HTMLInputElement>("input.fristen-card-calc-pill-picker")?.dataset.focus || "";
+    fieldset.innerHTML = `
+      <legend class="fristen-card-calc-label">${escHtml(t("deadlines.card.calc.pill_picker.label"))}</legend>
+      ${rulePills.map((p, i) => {
+        const procName = p.proceeding ? (lang === "en" && p.proceeding.name_en ? p.proceeding.name_en : p.proceeding.name_de) : "";
+        const ruleName = lang === "en" && p.rule_name_en ? p.rule_name_en : p.rule_name_de;
+        const src = p.legal_source_display || p.legal_source || "";
+        const isChecked = (p.proceeding?.code || "") === lockedProc
+          && (p.rule_local_code || "") === lockedFocus;
+        return `<label class="fristen-card-calc-pill-option">
+          <input type="radio" name="fristen-card-calc-pill" value="${i}" ${isChecked ? "checked" : ""} data-proc="${escAttr(p.proceeding?.code || "")}" data-focus="${escAttr(p.rule_local_code || "")}" />
+          <span class="fristen-card-calc-pill-option-proc">${escHtml(procName)}</span>
+          <span class="fristen-card-calc-pill-option-rule">${escHtml(ruleName)}</span>
+          ${src ? `<span class="fristen-card-calc-pill-option-source">${escHtml(src)}</span>` : ""}
+        </label>`;
+      }).join("")}`;
+    locked.replaceWith(fieldset);
+    fieldset.querySelectorAll<HTMLInputElement>('input[name="fristen-card-calc-pill"]').forEach((r) => {
+      r.addEventListener("change", () => scheduleCardCalc(card, 0));
+    });
+  });
+
   return panel;
 }
 
@@ -1573,6 +1649,7 @@ async function addCalcToProject(card: HTMLElement, calc: RuleCalcResponse) {
   const lang = getLang();
   const ruleName = lang === "en" ? calc.rule.nameEN : calc.rule.nameDE;
   const dueLabel = formatDate(calc.dueDate);
+  const preselected = preselectedProjectId();
   msgEl.innerHTML = `
     <div class="fristen-card-calc-add-picker">
       <label class="fristen-card-calc-label">${escHtml(t("deadlines.save.modal.akte"))}
@@ -1581,7 +1658,8 @@ async function addCalcToProject(card: HTMLElement, calc: RuleCalcResponse) {
             const ref = (p.reference || "").trim();
             const indent = projectIndent(p.path);
             const label = ref ? `${indent}${ref} — ${p.title}` : `${indent}${p.title}`;
-            return `<option value="${escAttr(p.id)}">${escHtml(label)}</option>`;
+            const selected = p.id === preselected ? " selected" : "";
+            return `<option value="${escAttr(p.id)}"${selected}>${escHtml(label)}</option>`;
           }).join("")}
         </select>
       </label>
@@ -1591,6 +1669,7 @@ async function addCalcToProject(card: HTMLElement, calc: RuleCalcResponse) {
   `;
 
   const sel = msgEl.querySelector<HTMLSelectElement>(".fristen-card-calc-add-select")!;
+  if (preselected) sel.value = preselected;
   msgEl.querySelector<HTMLButtonElement>(".fristen-card-calc-add-cancel")!.addEventListener("click", () => {
     msgEl.innerHTML = "";
     addBtn.disabled = false;
@@ -1660,12 +1739,12 @@ function renderConceptCard(card: SearchCard, lang: "de" | "en"): string {
   const triggerPills = card.pills.filter((p) => p.kind === "trigger");
 
   const ruleSection = rulePills.length === 0 ? "" : `
-    <div class="fristen-card-pills-section">
+    <div class="fristen-card-pills-section fristen-card-pills-section--rules">
       <h4 class="fristen-card-pills-heading">${escHtml(t("deadlines.search.pills.heading"))}</h4>
       <div class="fristen-card-pills">${rulePills.map((p) => renderPill(p, lang)).join("")}</div>
     </div>`;
   const triggerSection = triggerPills.length === 0 ? "" : `
-    <div class="fristen-card-pills-section">
+    <div class="fristen-card-pills-section fristen-card-pills-section--cross">
       <h4 class="fristen-card-pills-heading">${escHtml(t("deadlines.search.pills.cross_cutting"))}</h4>
       <div class="fristen-card-pills">${triggerPills.map((p) => renderPill(p, lang)).join("")}</div>
     </div>`;
@@ -2441,6 +2520,17 @@ interface EventCategoryNode {
 let eventCategoryTree: EventCategoryNode[] | null = null;
 let eventCategoryFetchInflight: Promise<EventCategoryNode[]> | null = null;
 
+// Top-level cascade roots that represent forward-looking workflows ("I
+// want to file X, what deadlines does my action trigger?") rather than
+// the backward-looking calc the Fristenrechner is built for ("event Y
+// happened, what deadlines spawn?"). m's 2026-05-20 ask (m/paliad#57):
+// remove these from the "Was ist passiert?" picker — they belong in a
+// future forward-workflow tool, not here. The DB rows stay so that
+// future tool can pick them back up; we just hide them at the UI layer.
+const HIDDEN_CASCADE_ROOTS: ReadonlySet<string> = new Set([
+  "ich-moechte-einreichen",
+]);
+
 async function loadEventCategoryTree(): Promise<EventCategoryNode[]> {
   if (eventCategoryTree) return eventCategoryTree;
   if (eventCategoryFetchInflight) return eventCategoryFetchInflight;
@@ -2449,7 +2539,8 @@ async function loadEventCategoryTree(): Promise<EventCategoryNode[]> {
       const r = await fetch("/api/tools/fristenrechner/event-categories");
       if (!r.ok) throw new Error(`HTTP ${r.status}`);
       const data = await r.json();
-      eventCategoryTree = (data.tree || []) as EventCategoryNode[];
+      const raw = (data.tree || []) as EventCategoryNode[];
+      eventCategoryTree = raw.filter((n) => !HIDDEN_CASCADE_ROOTS.has(n.slug));
       return eventCategoryTree;
     } finally {
       eventCategoryFetchInflight = null;
@@ -2607,25 +2698,31 @@ function inboxOptionLabel(value: string): string {
 // Slice 2: cascade-segment ↔ fristenrechner-code bridge. The event_categories
 // taxonomy uses kebab-case segments under the `cms-eingang.*` buckets to
 // represent proceedings (`upc-inf`, `de-bgh-null`, …); paliad.projects
-// stores the fristenrechner code in UPPER_SNAKE form (`UPC_INF`, …).
-// Most pairs follow a direct kebab↔snake mapping; a few — particularly
-// the DE BGH variants and the DPMA BGH Rechtsbeschwerde — were given
-// different segment orderings and need an explicit override. Any code
-// not in the map degrades to "no proceeding-axis narrowing" — better
-// silent than wrong (design §11.6).
+// binds to fristenrechner codes by id and the lookup yields the
+// lowercase dot-separated taxonomy ratified by mig 096
+// (`upc.inf.cfi`, `de.inf.bgh`, …). The event_categories slugs are NOT
+// renamed by mig 096 — they live in a separate taxonomy and the kebab
+// form is presentation-layer (it appears in URL fragments). This map
+// is the bridge. Any code not in the map degrades to "no proceeding-
+// axis narrowing" — better silent than wrong (design §11.6).
+//
+// upc.ccr.cfi is the illustrative peer added by mig 096; it shares the
+// `upc-inf` kebab segment because rules live on upc.inf.cfi with
+// with_ccr=true (design doc S1, proceeding_mapping.go).
 const fristenrechnerCodeToCascadeSegment: Record<string, string> = {
-  UPC_INF: "upc-inf",
-  UPC_REV: "upc-rev",
-  UPC_APP: "upc-app",
-  UPC_PI: "upc-pi",
-  DE_INF: "de-inf",
-  DE_NULL: "de-null",
-  DE_INF_BGH: "de-bgh-inf",
-  DE_NULL_BGH: "de-bgh-null",
-  DPMA_OPP: "dpma-opp",
-  DPMA_BGH_RB: "dpma-bgh",
-  EPA_OPP: "epa-opp",
-  EPA_APP: "epa-app",
+  "upc.inf.cfi":    "upc-inf",
+  "upc.ccr.cfi":    "upc-inf",
+  "upc.rev.cfi":    "upc-rev",
+  "upc.apl.merits": "upc-app",
+  "upc.pi.cfi":     "upc-pi",
+  "de.inf.lg":      "de-inf",
+  "de.null.bpatg":  "de-null",
+  "de.inf.bgh":     "de-bgh-inf",
+  "de.null.bgh":    "de-bgh-null",
+  "dpma.opp.dpma":  "dpma-opp",
+  "dpma.appeal.bgh":"dpma-bgh",
+  "epa.opp.opd":    "epa-opp",
+  "epa.opp.boa":    "epa-app",
 };
 
 // Set of kebab segments known to be proceeding-axis values. Used to
@@ -2931,7 +3028,7 @@ function rowHtml(row: RowSpec, rowNumber: number): string {
                 ${prefilledTag}
               </span>
               <button type="button" class="fristen-row-edit" data-row-edit="${escAttr(row.rowId)}">
-                <span data-i18n="deadlines.row.edit">&auml;ndern</span>
+                <span>${escHtml(t("deadlines.row.edit"))}</span>
               </button>
             </div>
           </div>`;
@@ -3713,14 +3810,30 @@ function applyPerspective(p: Perspective) {
   triggerCascadeRefresh();
 }
 
-// ourSideToPerspective maps the project-level "Wir vertreten" enum
-// onto the chip-strip Perspective. 'court' / 'both' map to null
-// (chip cleared) — court actions are neutral to the user's side and
-// "both" is explicit no-filter intent.
+// ourSideToPerspective maps the project-level "Client Role" enum
+// (DB column: our_side) onto the chip-strip Perspective.
+//
+// Per t-paliad-222 (m/paliad#47) the field carries one of seven
+// sub-role values grouped at display time:
+//   Active   (we initiate) : claimant, applicant, appellant   → "claimant"
+//   Reactive (we defend)   : defendant, respondent            → "defendant"
+//   Other                  : third_party, other, NULL         → null
+//
+// Legacy 'court' / 'both' values no longer exist in the column
+// (mig 110 backfilled them to NULL); both fall through to the null
+// default arm if a stale value sneaks in.
 function ourSideToPerspective(os: string | null | undefined): Perspective {
-  if (os === "claimant") return "claimant";
-  if (os === "defendant") return "defendant";
-  return null;
+  switch (os) {
+    case "claimant":
+    case "applicant":
+    case "appellant":
+      return "claimant";
+    case "defendant":
+    case "respondent":
+      return "defendant";
+    default:
+      return null;
+  }
 }
 
 // applyOurSidePredefine locks the perspective from project.our_side

frontend/src/client/inbox.ts

@@ -4,6 +4,7 @@ import { mountFilterBar, type BarHandle } from "./filter-bar";
 import type { AxisKey } from "./filter-bar";
 import type { FilterSpec, RenderSpec, SystemView, ViewRunResult } from "./views/types";
 import { renderListShape } from "./views/shape-list";
+import { openApprovalEditModal } from "./components/approval-edit-modal";
 
 // /inbox client — t-paliad-163 universal-filter migration.
 //
@@ -123,11 +124,20 @@ function paint(
 
 function wireApprovalActions(host: HTMLElement): void {
   host.querySelectorAll<HTMLButtonElement>(".views-approval-action").forEach((btn) => {
-    const action = btn.dataset.action as "approve" | "reject" | "revoke" | undefined;
+    const action = btn.dataset.action as
+      | "approve"
+      | "reject"
+      | "revoke"
+      | "suggest_changes"
+      | undefined;
     const li = btn.closest<HTMLLIElement>(".views-approval-row");
     const id = li?.dataset.requestId;
     if (!action || !id) return;
     btn.addEventListener("click", async () => {
+      if (action === "suggest_changes") {
+        await handleSuggestChanges(btn, id, li!);
+        return;
+      }
       let note = "";
       if (action === "reject") {
         note = window.prompt(t("approvals.note.placeholder")) || "";
@@ -141,8 +151,8 @@ function wireApprovalActions(host: HTMLElement): void {
           body: JSON.stringify({ note }),
         });
         if (!r.ok) {
-          const body = await r.json().catch(() => ({} as { error?: string }));
-          alert(mapApprovalError(body.error || "internal"));
+          const body = await r.json().catch(() => ({} as { error?: string; code?: string }));
+          alert(mapApprovalError(body.code || body.error || "internal"));
           btn.disabled = false;
           return;
         }
@@ -156,14 +166,109 @@ function wireApprovalActions(host: HTMLElement): void {
   });
 }
 
+// handleSuggestChanges — t-paliad-216. Open the edit modal with the
+// requester's original payload + pre_image pre-populated. If the user
+// submits non-empty changes / note, POST to
+// /api/approval-requests/{id}/suggest-changes; refresh the bar on success
+// so the OLD row flips to changes_requested and the NEW pending row
+// appears.
+async function handleSuggestChanges(
+  btn: HTMLButtonElement,
+  requestID: string,
+  li: HTMLLIElement,
+): Promise<void> {
+  // Read the row's detail blob off the data-attrs the shape-list stamped.
+  // shape-list serialises payload/pre_image inline; we fetch fresh via
+  // the per-row API to avoid relying on stale list data.
+  let payload: Record<string, unknown> | null = null;
+  let preImage: Record<string, unknown> | null = null;
+  let entityType: "deadline" | "appointment" = "deadline";
+  let lifecycleEvent = "update";
+  let projectTitle: string | undefined;
+  let requesterName: string | undefined;
+  let requestedAt: string | undefined;
+  try {
+    const r = await fetch(`/api/approval-requests/${requestID}`, { credentials: "include" });
+    if (r.ok) {
+      const body = (await r.json()) as {
+        entity_type?: "deadline" | "appointment";
+        lifecycle_event?: string;
+        payload?: Record<string, unknown> | null;
+        pre_image?: Record<string, unknown> | null;
+        project_title?: string;
+        requester_name?: string;
+        requested_at?: string;
+      };
+      payload = body.payload ?? null;
+      preImage = body.pre_image ?? null;
+      if (body.entity_type === "appointment") entityType = "appointment";
+      if (body.lifecycle_event) lifecycleEvent = body.lifecycle_event;
+      projectTitle = body.project_title;
+      requesterName = body.requester_name;
+      requestedAt = body.requested_at;
+    }
+  } catch (_e) {
+    // Modal still opens with empty defaults if the fetch fails; the
+    // server-side schema validation catches a misshapen counter.
+  }
+
+  const result = await openApprovalEditModal({
+    entityType,
+    lifecycleEvent,
+    payload,
+    preImage,
+    projectTitle,
+    requesterName,
+    requestedAt,
+  });
+  if (!result) return; // cancel
+
+  btn.disabled = true;
+  try {
+    const r = await fetch(`/api/approval-requests/${requestID}/suggest-changes`, {
+      method: "POST",
+      credentials: "include",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({
+        counter_payload: result.counterPayload,
+        note: result.note,
+      }),
+    });
+    const body = (await r.json().catch(() => ({}))) as {
+      error?: string;
+      code?: string;
+      new_request_id?: string;
+    };
+    if (!r.ok) {
+      alert(mapApprovalError(body.code || body.error || "internal"));
+      btn.disabled = false;
+      return;
+    }
+    await bar?.refresh();
+    await refreshInboxBadge();
+    btn.disabled = false;
+
+    // Surface the new row's id on the OLD row's <li> so callers (e.g.
+    // tests, future inspection) can find it without re-querying.
+    if (body.new_request_id) {
+      li.dataset.spawnedRequestId = body.new_request_id;
+    }
+  } catch (_e) {
+    alert("Network error");
+    btn.disabled = false;
+  }
+}
+
 function mapApprovalError(key: string): string {
   switch (key) {
-    case "self_approval_blocked":   return t("approvals.error.self_approval");
-    case "no_qualified_approver":   return t("approvals.error.no_qualified_approver");
-    case "concurrent_pending":      return t("approvals.error.concurrent_pending");
-    case "not_authorized":          return t("approvals.error.not_authorized");
-    case "request_not_pending":     return t("approvals.error.request_not_pending");
-    default:                        return key;
+    case "self_approval_blocked":         return t("approvals.error.self_approval");
+    case "no_qualified_approver":         return t("approvals.error.no_qualified_approver");
+    case "concurrent_pending":            return t("approvals.error.concurrent_pending");
+    case "not_authorized":                return t("approvals.error.not_authorized");
+    case "request_not_pending":           return t("approvals.error.request_not_pending");
+    case "suggestion_requires_change":    return t("approvals.error.suggestion_requires_change");
+    case "suggestion_lifecycle_invalid":  return t("approvals.error.suggestion_lifecycle_invalid");
+    default:                              return key;
   }
 }
 

frontend/src/client/paliadin-context.ts

@@ -93,12 +93,13 @@ export function routeNameFor(pathname: string): string {
   if (/^\/projects\/[^/]+\/settings/.test(pathname)) return "projects.settings";
   if (/^\/deadlines\/[^/]+$/.test(pathname)) return "deadlines.detail";
   if (pathname === "/deadlines/new") return "deadlines.new";
-  if (pathname === "/deadlines/calendar") return "deadlines.calendar";
   if (pathname === "/deadlines") return "deadlines.list";
   if (/^\/appointments\/[^/]+$/.test(pathname)) return "appointments.detail";
   if (pathname === "/appointments/new") return "appointments.new";
-  if (pathname === "/appointments/calendar") return "appointments.calendar";
   if (pathname === "/appointments") return "appointments.list";
+  // /deadlines/calendar + /appointments/calendar are 301 redirects to
+  // /events?type=…&view=calendar since t-paliad-224 — the client never
+  // sees those pathnames any more.
   if (pathname === "/agenda") return "agenda";
   if (pathname === "/inbox") return "inbox";
   if (pathname === "/dashboard" || pathname === "/") return "dashboard";

frontend/src/client/project-form.ts

@@ -8,6 +8,11 @@ export interface ProjectMini {
   title: string;
   type: string;
   reference?: string | null;
+  // t-paliad-222 / m/paliad#50: auto-derived dotted project code from
+  // the ancestor tree. Populated by the service projection on every
+  // /api/projects response, so the picker can show the code without an
+  // extra fetch.
+  code?: string;
 }
 
 export interface ProjectFormState {
@@ -48,9 +53,11 @@ function tryGet(id: string): HTMLElement | null {
 export function showFieldsForType(typeSel: string) {
   const parentWrap = tryGet("projekt-parent-wrap") as HTMLDivElement | null;
   const clientFields = tryGet("fields-client") as HTMLDivElement | null;
+  const litigationFields = tryGet("fields-litigation") as HTMLDivElement | null;
   const patentFields = tryGet("fields-patent") as HTMLDivElement | null;
   const caseFields = tryGet("fields-case") as HTMLDivElement | null;
   if (clientFields) clientFields.style.display = typeSel === "client" ? "block" : "none";
+  if (litigationFields) litigationFields.style.display = typeSel === "litigation" ? "block" : "none";
   if (patentFields) patentFields.style.display = typeSel === "patent" ? "block" : "none";
   if (caseFields) caseFields.style.display = typeSel === "case" ? "block" : "none";
   if (parentWrap) parentWrap.style.display = typeSel === "client" ? "none" : "block";
@@ -88,18 +95,28 @@ export function initParentPicker() {
     }
     const matches = parentCandidates
       .filter((p) => {
-        const hay = (p.title + " " + (p.reference || "")).toLowerCase();
+        // Search across title + manual reference + auto-derived code
+        // so the user can type "EXMPL" or "INF.CFI" and find the row.
+        const hay = (p.title + " " + (p.reference || "") + " " + (p.code || "")).toLowerCase();
         return hay.includes(q);
       })
       .slice(0, 8);
     sugs.innerHTML = matches
-      .map(
-        (p) =>
-          `<div class="collab-suggestion" data-id="${esc(p.id)}" data-title="${esc(p.title)}">
+      .map((p) => {
+        // Render the auto-derived code (if any, and distinct from
+        // reference) as a small mono badge on the right so the user
+        // can disambiguate two same-titled projects by their tree
+        // position. Single template literal kept readable inline.
+        const code = p.code && p.code !== (p.reference || "") ? p.code : "";
+        const codeBadge = code
+          ? `<span class="entity-ref entity-ref-code">${esc(code)}</span>`
+          : "";
+        return `<div class="collab-suggestion" data-id="${esc(p.id)}" data-title="${esc(p.title)}">
             <strong>${esc(p.title)}</strong>
             <span class="entity-type-chip entity-type-${esc(p.type)}">${esc(tDyn("projects.type." + p.type) || p.type)}</span>
-          </div>`,
-      )
+            ${codeBadge}
+          </div>`;
+      })
       .join("");
     sugs.querySelectorAll<HTMLDivElement>(".collab-suggestion").forEach((el) => {
       el.addEventListener("click", () => {
@@ -174,20 +191,32 @@ export function readPayload(
     const gd = ($("project-grant-date") as HTMLInputElement).value;
     if (gd) payload.grant_date = gd + "T00:00:00Z";
   }
+  if (type === "litigation") {
+    // opponent_code is the litigation-only short slug used as the
+    // middle segment when BuildProjectCode auto-derives a project
+    // code from the ancestor tree (t-paliad-222 / m/paliad#50).
+    // Uppercased on submit so the user can type lowercase comfortably
+    // — the DB CHECK enforces the [A-Z0-9-]{1,16} pattern.
+    const ocEl = tryGet("project-opponent-code") as HTMLInputElement | null;
+    if (ocEl) {
+      const v = ocEl.value.trim().toUpperCase();
+      if (v) payload.opponent_code = v;
+      else if (!opts.omitEmpty) payload.opponent_code = "";
+    }
+  }
   if (type === "case") {
     stringField("project-court", "court");
     stringField("project-case-number", "case_number");
-  }
 
-  // our_side is type-agnostic — every project type can carry "Wir
-  // vertreten" because the Determinator picks it up regardless of
-  // type. The select uses "" for the unset option; the service maps
-  // empty string to NULL via nullableOurSide.
-  const osSel = tryGet("project-our-side") as HTMLSelectElement | null;
-  if (osSel) {
-    const v = osSel.value.trim();
-    if (v) payload.our_side = v;
-    else if (!opts.omitEmpty) payload.our_side = "";
+    // Client Role (DB column: our_side) — case-only after t-paliad-222.
+    // The select uses "" for the unset option; the service maps empty
+    // string to NULL via nullableOurSide.
+    const osSel = tryGet("project-our-side") as HTMLSelectElement | null;
+    if (osSel) {
+      const v = osSel.value.trim();
+      if (v) payload.our_side = v;
+      else if (!opts.omitEmpty) payload.our_side = "";
+    }
   }
 
   const desc = ($("project-description") as HTMLTextAreaElement).value.trim();
@@ -228,6 +257,8 @@ export function prefillForm(p: Record<string, unknown>) {
   get("project-case-number").value = String(p.case_number ?? "");
   const osSel = tryGet("project-our-side") as HTMLSelectElement | null;
   if (osSel) osSel.value = String(p.our_side ?? "");
+  const ocEl = tryGet("project-opponent-code") as HTMLInputElement | null;
+  if (ocEl) ocEl.value = String(p.opponent_code ?? "");
   getTA("project-description").value = String(p.description ?? "");
   getSel("project-status").value = String(p.status ?? "active");
 }

frontend/src/client/projects-detail.ts

@@ -12,6 +12,7 @@ import {
 import { mountFilterBar, type BarHandle } from "./filter-bar";
 import type { FilterSpec, RenderSpec } from "./views/types";
 import { renderSmartTimeline, type TimelineEvent as SmartTimelineEvent, type LaneInfo as SmartTimelineLane } from "./views/shape-timeline";
+import { loadAndRenderSubmissions } from "./submissions";
 
 interface Project {
   id: string;
@@ -20,6 +21,12 @@ interface Project {
   path: string;
   title: string;
   reference?: string | null;
+  // t-paliad-222 / m/paliad#50: auto-derived dotted project code from
+  // the ancestor tree (e.g. EXMPL.OPNT.789.INF.CFI). Populated by the
+  // service layer on every projection; equal to `reference` when the
+  // user typed an override.
+  code?: string;
+  opponent_code?: string | null;
   description?: string | null;
   status: string;
   client_number?: string | null;
@@ -33,6 +40,12 @@ interface Project {
   grant_date?: string | null;
   court?: string | null;
   case_number?: string | null;
+  // t-paliad-223: piggybacked onto the GET /api/projects/{id} payload so
+  // the team panel can render an inline <select> for callers who can
+  // change responsibilities (global_admin or effective_project_admin on
+  // this project / ancestor). Optional for back-compat with cached
+  // payloads.
+  effective_admin?: boolean;
   updated_at: string;
   created_at: string;
 }
@@ -158,7 +171,8 @@ type TabId =
   | "deadlines"
   | "appointments"
   | "notes"
-  | "checklists";
+  | "checklists"
+  | "submissions";
 
 const VALID_TABS: TabId[] = [
   "history",
@@ -169,6 +183,7 @@ const VALID_TABS: TabId[] = [
   "appointments",
   "notes",
   "checklists",
+  "submissions",
 ];
 
 // Legacy German tab slugs that may appear in bookmarked URLs after the
@@ -1086,6 +1101,24 @@ function renderHeader() {
   (document.getElementById("project-title-display") as HTMLElement).textContent = project.title;
   (document.getElementById("project-ref-display") as HTMLElement).textContent = project.reference || "";
 
+  // t-paliad-222 / m/paliad#50 — show the auto-derived project code
+  // as a second badge whenever it's non-empty AND distinct from the
+  // manual reference. Hides when the derived value equals reference
+  // (avoids visual duplication when the user typed the same string)
+  // or when no derivation produced a value.
+  const codeEl = document.getElementById("project-code-display") as HTMLElement | null;
+  if (codeEl) {
+    const code = project.code ?? "";
+    const ref = project.reference ?? "";
+    if (code && code !== ref) {
+      codeEl.textContent = code;
+      codeEl.style.display = "";
+    } else {
+      codeEl.textContent = "";
+      codeEl.style.display = "none";
+    }
+  }
+
   // t-paliad-177 — link from Verlauf header to standalone chart page.
   // Wired here (not in the TSX shell) because we need the resolved
   // project id, which only exists after the detail fetch settles.
@@ -1472,7 +1505,7 @@ function initCounterclaimRoute(
       msg.className = "form-msg";
     }
     // Populate proceeding-type select on first open. Only UPC types
-    // make sense for a CCR (Nichtigkeit/CCI); pre-select UPC_REV.
+    // make sense for a CCR (Nichtigkeit/CCI); pre-select upc.rev.cfi.
     if (procedureSel && procedureSel.options.length === 0) {
       const types = await loadProceedingTypes();
       const upcTypes = types.filter((t) => (t.jurisdiction ?? "").toUpperCase() === "UPC");
@@ -1481,7 +1514,7 @@ function initCounterclaimRoute(
         const opt = document.createElement("option");
         opt.value = String(ty.id);
         opt.textContent = `${ty.code} — ${langEN ? ty.name_en || ty.name : ty.name}`;
-        if (ty.code === "UPC_REV") opt.selected = true;
+        if (ty.code === "upc.rev.cfi") opt.selected = true;
         procedureSel.appendChild(opt);
       }
     }
@@ -1610,6 +1643,9 @@ function showTab(tab: TabId) {
   if (tab === "checklists" && project) {
     void loadAndRenderChecklistInstances(project.id);
   }
+  if (tab === "submissions" && project) {
+    void loadAndRenderSubmissions(project.id);
+  }
 }
 
 let checklistInstancesInited = false;
@@ -2058,6 +2094,7 @@ async function main() {
   initAttachUnitForm(id);
   initNotesContainer(id);
   mountVerlaufFilterBar(id);
+  wireExportButton(id);
   showTab(parseTab());
 }
 
@@ -2487,6 +2524,11 @@ function renderTeam() {
   }
   empty.style.display = "none";
 
+  // t-paliad-223: callers with effective_project_admin authority see an
+  // inline <select> on the Rolle cell. Everyone else sees the read-only
+  // <span>. The bool comes from the GET /api/projects/{id} payload.
+  const canEditResponsibility = !!project?.effective_admin;
+
   body.innerHTML = teamMembers
     .map((m) => {
       // t-paliad-148: profession is firm-wide (read-only badge) and
@@ -2512,11 +2554,20 @@ function renderTeam() {
           : "";
       const officeLabel = m.user_office ? tDyn("office." + m.user_office) || m.user_office : "";
       const profCls = m.user_profession ? "projekt-team-profession" : "projekt-team-profession projekt-team-profession--none";
+
+      // Inline-select only on direct rows where the caller can edit.
+      // Inherited rows stay read-only — the edit must happen at the
+      // ancestor where the row is direct.
+      const responsibilityCell =
+        canEditResponsibility && !m.inherited
+          ? renderResponsibilitySelect(m.user_id, responsibility)
+          : `<span class="projekt-team-responsibility">${esc(responsibilityLabel)}</span>`;
+
       return `<tr>
         <td><strong>${esc(m.user_display_name || m.user_email)}</strong>
             <span class="form-hint">&middot; ${esc(m.user_email)}${officeLabel ? " &middot; " + esc(officeLabel) : ""}</span></td>
         <td><span class="${profCls}" title="${escAttr(professionTitle)}">${esc(professionLabel)}</span></td>
-        <td><span class="projekt-team-responsibility">${esc(responsibilityLabel)}</span></td>
+        <td>${responsibilityCell}</td>
         <td>${source}</td>
         <td>${removeBtn}</td>
       </tr>`;
@@ -2535,6 +2586,47 @@ function renderTeam() {
       if (resp.ok) {
         await loadTeam(project.id);
         renderTeam();
+      } else {
+        await showTeamErrorToast(resp);
+      }
+    });
+  });
+
+  body.querySelectorAll<HTMLSelectElement>(".team-responsibility-select").forEach((sel) => {
+    // Capture the pre-change value on focus so we can roll back the
+    // <select> if the PATCH fails (e.g. last-admin guard).
+    sel.dataset.previous = sel.value;
+    sel.addEventListener("focus", () => {
+      sel.dataset.previous = sel.value;
+    });
+    sel.addEventListener("change", async () => {
+      if (!project) return;
+      const userID = sel.dataset.userId!;
+      const previous = sel.dataset.previous || "member";
+      const next = sel.value;
+      if (next === previous) return;
+      sel.disabled = true;
+      try {
+        const resp = await fetch(
+          `/api/projects/${project.id}/team/${encodeURIComponent(userID)}`,
+          {
+            method: "PATCH",
+            headers: { "Content-Type": "application/json" },
+            body: JSON.stringify({ responsibility: next }),
+          },
+        );
+        if (!resp.ok) {
+          sel.value = previous;
+          await showTeamErrorToast(resp);
+          return;
+        }
+        sel.dataset.previous = next;
+        // Refresh the team list so derived/descendant sections re-render
+        // with the new authority shape.
+        await loadTeam(project.id);
+        renderTeam();
+      } finally {
+        sel.disabled = false;
       }
     });
   });
@@ -2680,10 +2772,92 @@ function canManagePartnerUnits(): boolean {
   );
 }
 
+// canExportProject mirrors the §4 server-side gate for /api/projects/{id}/export:
+// global_admin OR direct team responsibility ∈ {lead, member}. Used to
+// reveal the export button — server still re-enforces on the request.
+function canExportProject(): boolean {
+  if (!me || !project) return false;
+  if (me.global_role === "global_admin") return true;
+  return teamMembers.some(
+    (m) =>
+      m.user_id === me!.id &&
+      m.project_id === project!.id &&
+      (m.responsibility === "lead" || m.responsibility === "member"),
+  );
+}
+
+// wireExportButton reveals + hooks up the project-export button on the
+// tabs nav. Triggers a download via a transient <a download> — same
+// pattern as the personal export in client/settings.ts.
+function wireExportButton(projectID: string): void {
+  const btn = document.getElementById("project-export-btn") as HTMLButtonElement | null;
+  if (!btn) return;
+  if (!canExportProject()) {
+    btn.style.display = "none";
+    return;
+  }
+  btn.style.display = "";
+  btn.addEventListener("click", () => {
+    const a = document.createElement("a");
+    a.href = `/api/projects/${encodeURIComponent(projectID)}/export`;
+    a.download = "";
+    document.body.appendChild(a);
+    a.click();
+    document.body.removeChild(a);
+  });
+}
+
 function canRemoveTeamMember(m: ProjectTeamMember): boolean {
   if (!me) return false;
   if (m.user_id === me.id) return true;
-  return me.global_role === "global_admin";
+  if (me.global_role === "global_admin") return true;
+  // t-paliad-223: effective_project_admin (from the project payload)
+  // also covers remove. RLS makes the request fail anyway if the bit is
+  // stale; this just hides the affordance.
+  return !!project?.effective_admin;
+}
+
+// t-paliad-223: build the inline <select> for the responsibility cell.
+// Options mirror the IsValidResponsibility set in approval_levels.go.
+function renderResponsibilitySelect(userID: string, current: string): string {
+  const options = ["admin", "lead", "member", "observer", "external"]
+    .map((v) => {
+      const label = tDyn(`projects.team.responsibility.${v}`) || v;
+      const sel = v === current ? " selected" : "";
+      return `<option value="${esc(v)}"${sel}>${esc(label)}</option>`;
+    })
+    .join("");
+  return `<select class="team-responsibility-select projekt-team-responsibility" data-user-id="${esc(userID)}">${options}</select>`;
+}
+
+// t-paliad-223: surface backend error responses (last-admin guard / 403
+// from RLS / etc.) as a transient toast. We have no global toast service
+// yet on this page, so write into #team-msg.
+async function showTeamErrorToast(resp: Response): Promise<void> {
+  const msg = document.getElementById("team-msg") as HTMLParagraphElement | null;
+  if (!msg) return;
+  let text = "";
+  try {
+    const data = (await resp.json()) as { error?: string };
+    text = data?.error || "";
+  } catch {
+    text = "";
+  }
+  if (!text) {
+    if (resp.status === 409) text = t("projects.team.error.last_admin") || "Mindestens ein Admin muss auf diesem Projekt oder einem übergeordneten verbleiben.";
+    else if (resp.status === 403 || resp.status === 404) text = t("projects.team.error.forbidden") || "Diese Aktion ist nicht erlaubt.";
+    else text = t("projects.team.error.generic") || "Aktion fehlgeschlagen.";
+  }
+  msg.textContent = text;
+  msg.classList.add("form-msg--error");
+  // Auto-clear after 5s so a stale error doesn't linger past the next
+  // successful action.
+  window.setTimeout(() => {
+    if (msg.textContent === text) {
+      msg.textContent = "";
+      msg.classList.remove("form-msg--error");
+    }
+  }, 5000);
 }
 
 function initTeamForm(id: string) {

frontend/src/client/settings.ts

@@ -51,8 +51,8 @@ interface SyncLogEntry {
   duration_ms?: number;
 }
 
-type TabName = "profil" | "benachrichtigungen" | "caldav";
-const TABS: TabName[] = ["profil", "benachrichtigungen", "caldav"];
+type TabName = "profil" | "benachrichtigungen" | "caldav" | "export";
+const TABS: TabName[] = ["profil", "benachrichtigungen", "caldav", "export"];
 const DEFAULT_TAB: TabName = "profil";
 
 let me: Me | null = null;
@@ -115,6 +115,7 @@ function showTab(tab: TabName, pushHistory: boolean) {
     if (tab === "profil") void loadProfilTab();
     else if (tab === "benachrichtigungen") void loadPrefsTab();
     else if (tab === "caldav") void loadCalDAVTab();
+    else if (tab === "export") void loadExportTab();
   }
 }
 
@@ -411,6 +412,11 @@ async function loadCalDAVTab() {
   fillCalDAVForm();
   renderCalDAVStatus();
   await loadCalDAVLog();
+  // Slice 2b — multi-calendar bindings. loadBindingProjects feeds the
+  // project picker for scope=project; runs in parallel with the binding
+  // list fetch.
+  void loadBindingProjects();
+  await loadBindings();
 }
 
 async function loadCalDAVConfig(): Promise<boolean> {
@@ -596,6 +602,415 @@ async function deleteCalDAVConfig() {
   }
 }
 
+// --- CalDAV bindings (Slice 2b multi-calendar picker) ---------------------
+
+interface UserCalendarBinding {
+  id: string;
+  user_id: string;
+  calendar_path: string;
+  display_name: string;
+  scope_kind: "all_visible" | "personal_only" | "project" | "client" | "litigation" | "patent" | "case";
+  scope_id?: string | null;
+  include_personal: boolean;
+  enabled: boolean;
+  last_sync_at?: string | null;
+  last_sync_error?: string | null;
+}
+
+interface DiscoveredCalendar {
+  href: string;
+  display_name: string;
+  supported_components?: string[];
+}
+
+interface ProjectListItem {
+  id: string;
+  reference?: string;
+  title?: string;
+  type?: string;
+}
+
+let bindings: UserCalendarBinding[] = [];
+let discoveredCalendars: DiscoveredCalendar[] = [];
+let bindingProjects: ProjectListItem[] = [];
+let editingBindingID: string | null = null;
+// Slice 2c — capability cached from /api/caldav-discover. null = unprobed,
+// true = MKCALENDAR supported (show "Create new calendar" radio),
+// false = degrade UX (hide radio, surface bilingual notice).
+let supportsMKCalendar: boolean | null = null;
+
+async function loadBindings(): Promise<void> {
+  const section = document.getElementById("caldav-bindings-section");
+  if (!section) return;
+  try {
+    const resp = await fetch("/api/caldav-bindings");
+    if (resp.status === 501) return; // CalDAV unavailable; leave hidden
+    if (!resp.ok) return;
+    bindings = (await resp.json()) as UserCalendarBinding[];
+    section.style.display = "";
+    renderBindingsList();
+  } catch {
+    /* non-fatal */
+  }
+}
+
+function renderBindingsList(): void {
+  const list = document.getElementById("caldav-bindings-list")!;
+  const empty = document.getElementById("caldav-bindings-empty")!;
+  if (!bindings.length) {
+    list.innerHTML = "";
+    empty.style.display = "block";
+    return;
+  }
+  empty.style.display = "none";
+  list.innerHTML = bindings.map(renderBindingCard).join("");
+  // Wire per-card buttons.
+  for (const b of bindings) {
+    const card = document.getElementById(`caldav-binding-card-${b.id}`);
+    if (!card) continue;
+    card.querySelector(".caldav-binding-edit-btn")?.addEventListener("click", () => openBindingModal(b));
+    card.querySelector(".caldav-binding-delete-btn")?.addEventListener("click", () => deleteBinding(b));
+    const toggle = card.querySelector(".caldav-binding-enabled-toggle") as HTMLInputElement | null;
+    toggle?.addEventListener("change", () => toggleBindingEnabled(b, toggle.checked));
+  }
+}
+
+function renderBindingCard(b: UserCalendarBinding): string {
+  const label = b.display_name || b.calendar_path;
+  const scope = scopeLabel(b);
+  const last = b.last_sync_at ? fmtDateTime(b.last_sync_at) : t("caldav.never");
+  const err = b.last_sync_error ? `<span class="caldav-status-error">${esc(b.last_sync_error)}</span>` : "";
+  return `<div class="caldav-binding-card" id="caldav-binding-card-${esc(b.id)}">
+    <div class="caldav-binding-card-row">
+      <div class="caldav-binding-card-title">
+        <strong>${esc(label)}</strong>
+        <span class="caldav-binding-scope-chip">${esc(scope)}</span>
+      </div>
+      <label class="caldav-toggle-label">
+        <input type="checkbox" class="caldav-binding-enabled-toggle" ${b.enabled ? "checked" : ""} />
+        <span data-i18n="caldav.bindings.card.enabled">Aktiv</span>
+      </label>
+    </div>
+    <div class="caldav-binding-card-row caldav-binding-card-meta">
+      <span class="caldav-binding-path">${esc(b.calendar_path)}</span>
+      <span class="caldav-binding-last-sync">${esc(t("caldav.status.last_sync"))} ${esc(last)} ${err}</span>
+    </div>
+    <div class="caldav-binding-card-actions">
+      <button type="button" class="btn-secondary caldav-binding-edit-btn" data-i18n="caldav.bindings.card.edit">Bearbeiten</button>
+      <button type="button" class="btn-danger caldav-binding-delete-btn" data-i18n="caldav.bindings.card.remove">Entfernen</button>
+    </div>
+  </div>`;
+}
+
+function scopeLabel(b: UserCalendarBinding): string {
+  switch (b.scope_kind) {
+    case "all_visible":
+      return t("caldav.bindings.scope.all_visible");
+    case "personal_only":
+      return t("caldav.bindings.scope.personal_only");
+    case "project": {
+      const p = bindingProjects.find((p) => p.id === b.scope_id);
+      const name = p ? p.title || p.reference || p.id.slice(0, 8) : "?";
+      return `${t("caldav.bindings.scope.project")}: ${name}`;
+    }
+    default:
+      return b.scope_kind;
+  }
+}
+
+async function loadBindingProjects(): Promise<void> {
+  if (bindingProjects.length) return;
+  try {
+    const resp = await fetch("/api/projects");
+    if (resp.ok) bindingProjects = (await resp.json()) as ProjectListItem[];
+  } catch {
+    /* ignore */
+  }
+}
+
+async function loadDiscoveredCalendars(): Promise<void> {
+  const sel = document.getElementById("caldav-binding-discover-select") as HTMLSelectElement;
+  sel.innerHTML = `<option value="">${esc(t("caldav.bindings.modal.source.loading"))}</option>`;
+  try {
+    const resp = await fetch("/api/caldav-discover");
+    if (!resp.ok) {
+      sel.innerHTML = `<option value="">${esc(t("caldav.bindings.modal.source.discover_failed"))}</option>`;
+      supportsMKCalendar = null;
+      syncBindingSourceModeUI();
+      return;
+    }
+    const data = (await resp.json()) as {
+      calendars: DiscoveredCalendar[];
+      supports_mkcalendar?: boolean | null;
+    };
+    discoveredCalendars = data.calendars || [];
+    supportsMKCalendar = data.supports_mkcalendar ?? null;
+    if (!discoveredCalendars.length) {
+      sel.innerHTML = `<option value="">${esc(t("caldav.bindings.modal.source.discover_empty"))}</option>`;
+    } else {
+      sel.innerHTML = discoveredCalendars
+        .map((c) => `<option value="${esc(c.href)}">${esc(c.display_name || c.href)}</option>`)
+        .join("");
+    }
+    syncBindingSourceModeUI();
+  } catch {
+    sel.innerHTML = `<option value="">${esc(t("caldav.bindings.modal.source.discover_failed"))}</option>`;
+    supportsMKCalendar = null;
+    syncBindingSourceModeUI();
+  }
+}
+
+// syncBindingSourceModeUI shows / hides the "Neuen Kalender erstellen"
+// radio + the Google-degrade notice based on the cached
+// supports_mkcalendar capability. Also flips the visible input
+// (dropdown vs URL text box) to match the currently selected mode.
+function syncBindingSourceModeUI(): void {
+  const createRow = document.getElementById("caldav-binding-source-mode-create-row");
+  const degrade = document.getElementById("caldav-binding-degrade-notice");
+  if (createRow) createRow.style.display = supportsMKCalendar === true ? "" : "none";
+  if (degrade) degrade.style.display = supportsMKCalendar === false ? "" : "none";
+
+  // If supports_mkcalendar flipped to false while "create" was selected,
+  // fall back to "existing" so the user isn't staring at a hidden radio.
+  if (supportsMKCalendar !== true) {
+    const createRadio = document.querySelector(
+      'input[name="caldav-binding-source-mode"][value="create"]',
+    ) as HTMLInputElement | null;
+    if (createRadio?.checked) {
+      const existing = document.querySelector(
+        'input[name="caldav-binding-source-mode"][value="existing"]',
+      ) as HTMLInputElement | null;
+      if (existing) existing.checked = true;
+    }
+  }
+
+  const mode = currentBindingSourceMode();
+  const sel = document.getElementById("caldav-binding-discover-select") as HTMLSelectElement;
+  const customInput = document.getElementById("caldav-binding-custom-path") as HTMLInputElement;
+  sel.style.display = mode === "existing" ? "" : "none";
+  customInput.style.display = mode === "custom" ? "" : "none";
+}
+
+function currentBindingSourceMode(): "existing" | "create" | "custom" {
+  const checked = document.querySelector(
+    'input[name="caldav-binding-source-mode"]:checked',
+  ) as HTMLInputElement | null;
+  return (checked?.value as "existing" | "create" | "custom") ?? "existing";
+}
+
+function openBindingModal(b: UserCalendarBinding | null) {
+  editingBindingID = b ? b.id : null;
+  const modal = document.getElementById("caldav-binding-modal")!;
+  const title = document.getElementById("caldav-binding-modal-title")!;
+  const submitBtn = document.getElementById("caldav-binding-submit-btn")!;
+  const sourceField = document.getElementById("caldav-binding-source-field")!;
+  const customInput = document.getElementById("caldav-binding-custom-path") as HTMLInputElement;
+  const nameInput = document.getElementById("caldav-binding-display-name") as HTMLInputElement;
+  const projectSel = document.getElementById("caldav-binding-project-select") as HTMLSelectElement;
+  const msg = document.getElementById("caldav-binding-msg")!;
+  msg.textContent = "";
+
+  if (b) {
+    title.textContent = t("caldav.bindings.modal.edit_title");
+    submitBtn.textContent = t("caldav.bindings.modal.submit_edit");
+    sourceField.style.display = "none";
+    nameInput.value = b.display_name;
+    const radio = document.querySelector(`input[name="caldav-binding-scope"][value="${b.scope_kind}"]`) as HTMLInputElement | null;
+    if (radio) radio.checked = true;
+  } else {
+    title.textContent = t("caldav.bindings.modal.add_title");
+    submitBtn.textContent = t("caldav.bindings.modal.submit_add");
+    sourceField.style.display = "";
+    // Reset the 3-way source-mode radio to "existing" (most common path).
+    const existingRadio = document.querySelector(
+      'input[name="caldav-binding-source-mode"][value="existing"]',
+    ) as HTMLInputElement | null;
+    if (existingRadio) existingRadio.checked = true;
+    customInput.value = "";
+    nameInput.value = "";
+    const radio = document.querySelector(`input[name="caldav-binding-scope"][value="all_visible"]`) as HTMLInputElement;
+    radio.checked = true;
+    void loadDiscoveredCalendars();
+  }
+
+  // Project picker — populate options when project scope is picked.
+  projectSel.innerHTML = bindingProjects
+    .map((p) => `<option value="${esc(p.id)}">${esc((p.title || p.reference || p.id.slice(0, 8)))}</option>`)
+    .join("");
+  if (b && b.scope_kind === "project" && b.scope_id) {
+    projectSel.value = b.scope_id;
+    projectSel.disabled = false;
+  }
+  syncBindingScopeUI();
+  syncBindingSourceModeUI();
+
+  modal.style.display = "flex";
+}
+
+function closeBindingModal() {
+  document.getElementById("caldav-binding-modal")!.style.display = "none";
+  editingBindingID = null;
+}
+
+function syncBindingScopeUI(): void {
+  const scope = (document.querySelector('input[name="caldav-binding-scope"]:checked') as HTMLInputElement | null)?.value;
+  const projectSel = document.getElementById("caldav-binding-project-select") as HTMLSelectElement;
+  projectSel.disabled = scope !== "project";
+}
+
+async function submitBindingModal(ev: Event): Promise<void> {
+  ev.preventDefault();
+  const msg = document.getElementById("caldav-binding-msg")!;
+  msg.textContent = "";
+  const customInput = document.getElementById("caldav-binding-custom-path") as HTMLInputElement;
+  const sel = document.getElementById("caldav-binding-discover-select") as HTMLSelectElement;
+  const nameInput = document.getElementById("caldav-binding-display-name") as HTMLInputElement;
+  const projectSel = document.getElementById("caldav-binding-project-select") as HTMLSelectElement;
+  const submitBtn = document.getElementById("caldav-binding-submit-btn") as HTMLButtonElement;
+
+  const scope = (document.querySelector('input[name="caldav-binding-scope"]:checked') as HTMLInputElement | null)?.value;
+  if (!scope) {
+    msg.textContent = t("caldav.bindings.error.scope");
+    msg.className = "form-msg form-msg-error";
+    return;
+  }
+  if (scope === "project" && !projectSel.value) {
+    msg.textContent = t("caldav.bindings.error.scope_project");
+    msg.className = "form-msg form-msg-error";
+    return;
+  }
+
+  submitBtn.disabled = true;
+  try {
+    if (editingBindingID) {
+      const patchPayload: Record<string, unknown> = {
+        display_name: nameInput.value.trim(),
+        scope_kind: scope,
+        enabled: true,
+      };
+      if (scope === "project") patchPayload.scope_id = projectSel.value;
+      const resp = await fetch(`/api/caldav-bindings/${editingBindingID}`, {
+        method: "PATCH",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify(patchPayload),
+      });
+      if (!resp.ok) {
+        const err = await resp.json().catch(() => ({}) as { error?: string });
+        msg.textContent = err.error || t("caldav.error.generic");
+        msg.className = "form-msg form-msg-error";
+        return;
+      }
+    } else {
+      const mode = currentBindingSourceMode();
+      if (mode === "create") {
+        // Slice 2c MKCALENDAR path.
+        const displayName = nameInput.value.trim();
+        if (!displayName) {
+          msg.textContent = t("caldav.bindings.error.create_name_required");
+          msg.className = "form-msg form-msg-error";
+          return;
+        }
+        const createPayload: Record<string, unknown> = {
+          display_name: displayName,
+          scope_kind: scope,
+        };
+        if (scope === "project") createPayload.scope_id = projectSel.value;
+        const resp = await fetch("/api/caldav-mkcalendar", {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify(createPayload),
+        });
+        if (resp.status === 501) {
+          // Race: probe flipped to false between modal-open and submit.
+          // Re-sync the UI and surface a helpful message.
+          supportsMKCalendar = false;
+          syncBindingSourceModeUI();
+          msg.textContent = t("caldav.bindings.error.create_unsupported");
+          msg.className = "form-msg form-msg-error";
+          return;
+        }
+        if (resp.status === 409) {
+          msg.textContent = t("caldav.bindings.error.create_name_taken");
+          msg.className = "form-msg form-msg-error";
+          return;
+        }
+        if (!resp.ok) {
+          const err = await resp.json().catch(() => ({}) as { error?: string });
+          msg.textContent = err.error || t("caldav.error.generic");
+          msg.className = "form-msg form-msg-error";
+          return;
+        }
+      } else {
+        // existing | custom — POST /api/caldav-bindings with the path.
+        const path = mode === "custom" ? customInput.value.trim() : sel.value;
+        if (!path) {
+          msg.textContent = t("caldav.bindings.error.path");
+          msg.className = "form-msg form-msg-error";
+          return;
+        }
+        const postPayload: Record<string, unknown> = {
+          calendar_path: path,
+          display_name: nameInput.value.trim(),
+          scope_kind: scope,
+          enabled: true,
+        };
+        if (scope === "project") postPayload.scope_id = projectSel.value;
+        if (!postPayload.display_name && mode === "existing") {
+          const opt = sel.options[sel.selectedIndex];
+          postPayload.display_name = opt ? opt.text : "";
+        }
+        const resp = await fetch("/api/caldav-bindings", {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify(postPayload),
+        });
+        if (!resp.ok) {
+          const err = await resp.json().catch(() => ({}) as { error?: string });
+          msg.textContent = err.error || t("caldav.error.generic");
+          msg.className = "form-msg form-msg-error";
+          return;
+        }
+      }
+    }
+    closeBindingModal();
+    await loadBindings();
+  } catch {
+    msg.textContent = t("caldav.error.generic");
+    msg.className = "form-msg form-msg-error";
+  } finally {
+    submitBtn.disabled = false;
+  }
+}
+
+async function deleteBinding(b: UserCalendarBinding): Promise<void> {
+  if (!confirm(t("caldav.bindings.delete.confirm"))) return;
+  try {
+    const resp = await fetch(`/api/caldav-bindings/${b.id}`, { method: "DELETE" });
+    if (!resp.ok && resp.status !== 204 && resp.status !== 202) {
+      alert(t("caldav.bindings.delete.failed"));
+      return;
+    }
+    await loadBindings();
+  } catch {
+    alert(t("caldav.bindings.delete.failed"));
+  }
+}
+
+async function toggleBindingEnabled(b: UserCalendarBinding, enabled: boolean): Promise<void> {
+  try {
+    const resp = await fetch(`/api/caldav-bindings/${b.id}`, {
+      method: "PATCH",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ enabled }),
+    });
+    if (resp.ok) {
+      b.enabled = enabled;
+    }
+  } catch {
+    /* non-fatal */
+  }
+}
+
 // --- "Meine Partner Units" card on the profile tab -------------------------
 //
 // Read-only summary of the current user's structural memberships. Membership
@@ -662,6 +1077,48 @@ async function renderMyPartnerUnits(): Promise<void> {
   }
 }
 
+// --- Export tab (t-paliad-214 Slice 1) -------------------------------------
+
+// Personal data export. One button; on click hits GET /api/me/export and the
+// browser handles the download via Content-Disposition. We use an anchor +
+// hidden iframe pattern so any non-200 response can surface inline instead
+// of silently triggering a save dialog with an error-html body.
+async function loadExportTab(): Promise<void> {
+  // Nothing to fetch on render; the tab is static text + button. Wired in
+  // the DOMContentLoaded handler.
+}
+
+function runExport(): void {
+  const msg = document.getElementById("export-msg");
+  const btn = document.getElementById("export-btn") as HTMLButtonElement | null;
+  if (msg) msg.textContent = "";
+  if (btn) btn.disabled = true;
+  // Trigger a navigation to the endpoint. The server sets
+  // Content-Disposition: attachment which the browser respects.
+  // We use a transient <a download> so the click goes through the
+  // normal download path even on browsers that try to render text/json.
+  const a = document.createElement("a");
+  a.href = "/api/me/export";
+  // download="" tells the browser to keep the server-provided filename
+  // when one is set via Content-Disposition.
+  a.download = "";
+  document.body.appendChild(a);
+  a.click();
+  document.body.removeChild(a);
+  // Re-enable after a short timeout so users can re-trigger if needed.
+  // We don't try to detect download completion — there's no portable
+  // browser API for it.
+  if (btn) {
+    setTimeout(() => {
+      btn.disabled = false;
+      if (msg)
+        msg.textContent =
+          t("einstellungen.export.started") ||
+          "Download gestartet. Falls nichts passiert, prüfen Sie Ihren Browser-Downloadordner.";
+    }, 500);
+  }
+}
+
 // --- Init -------------------------------------------------------------------
 
 document.addEventListener("DOMContentLoaded", () => {
@@ -675,6 +1132,20 @@ document.addEventListener("DOMContentLoaded", () => {
   document.getElementById("caldav-test-btn")!.addEventListener("click", testCalDAVConnection);
   document.getElementById("caldav-delete-btn")!.addEventListener("click", deleteCalDAVConfig);
 
+  // CalDAV bindings (Slice 2b + 2c) — add/edit modal wiring.
+  document.getElementById("caldav-bindings-add-btn")?.addEventListener("click", () => openBindingModal(null));
+  document.getElementById("caldav-binding-modal-close")?.addEventListener("click", closeBindingModal);
+  document.getElementById("caldav-binding-cancel-btn")?.addEventListener("click", closeBindingModal);
+  document.getElementById("caldav-binding-form")?.addEventListener("submit", submitBindingModal);
+  document.querySelectorAll('input[name="caldav-binding-source-mode"]').forEach((el) => {
+    el.addEventListener("change", syncBindingSourceModeUI);
+  });
+  document.querySelectorAll('input[name="caldav-binding-scope"]').forEach((el) => {
+    el.addEventListener("change", syncBindingScopeUI);
+  });
+  const exportBtn = document.getElementById("export-btn");
+  if (exportBtn) exportBtn.addEventListener("click", runExport);
+
   onLangChange(() => {
     if (loadedTabs.has("profil")) renderOfficeOptions();
     if (loadedTabs.has("caldav")) {

frontend/src/client/submissions.ts

@@ -0,0 +1,208 @@
+// Submissions panel — fetches the project's submission catalog and
+// renders one row per filing-type rule, with a [Generieren] action
+// when a .docx template resolves server-side.
+//
+// t-paliad-215 Slice 1. Loaded lazily by the projects-detail tab
+// switcher so projects without the Schriftsätze tab open don't pay
+// for the per-row template-availability probes.
+
+function escapeHtml(s: string): string {
+  return s
+    .replace(/&/g, "&")
+    .replace(/</g, "&lt;")
+    .replace(/>/g, "&gt;")
+    .replace(/"/g, "&quot;")
+    .replace(/'/g, "&#39;");
+}
+
+interface SubmissionEntry {
+  submission_code: string;
+  name: string;
+  name_en: string;
+  event_type?: string;
+  primary_party?: string;
+  legal_source?: string;
+  has_template: boolean;
+}
+
+interface SubmissionListResponse {
+  project_id: string;
+  proceeding_type_id?: number;
+  entries: SubmissionEntry[];
+}
+
+// Module state — set once per page load when the user first opens the
+// tab. Subsequent activations re-use the cached result so the lawyer
+// doesn't pay for repeat list calls flipping between tabs.
+let cached: { projectID: string; data: SubmissionListResponse } | null = null;
+let loading = false;
+
+/**
+ * Load + render the submissions panel for the given project.
+ *
+ * Idempotent: safe to call on every tab activation. The second call
+ * paints from cache instantly; the first call shows a loading state
+ * until the list response arrives.
+ */
+export async function loadAndRenderSubmissions(projectID: string): Promise<void> {
+  if (loading) return;
+  if (cached && cached.projectID === projectID) {
+    render(cached.data);
+    return;
+  }
+  loading = true;
+  try {
+    const resp = await fetch(`/api/projects/${projectID}/submissions`);
+    if (!resp.ok) {
+      renderError();
+      return;
+    }
+    const data = (await resp.json()) as SubmissionListResponse;
+    cached = { projectID, data };
+    render(data);
+  } catch {
+    renderError();
+  } finally {
+    loading = false;
+  }
+}
+
+function render(data: SubmissionListResponse): void {
+  const empty = document.getElementById("project-submissions-empty");
+  const noProc = document.getElementById("project-submissions-no-proceeding");
+  const wrap = document.getElementById("project-submissions-tablewrap");
+  const body = document.getElementById("project-submissions-body");
+  if (!empty || !noProc || !wrap || !body) return;
+
+  if (data.proceeding_type_id == null || data.proceeding_type_id === 0) {
+    noProc.style.display = "";
+    empty.style.display = "none";
+    wrap.style.display = "none";
+    return;
+  }
+  noProc.style.display = "none";
+  if (data.entries.length === 0) {
+    empty.style.display = "";
+    wrap.style.display = "none";
+    return;
+  }
+  empty.style.display = "none";
+  wrap.style.display = "";
+
+  const isEN = document.documentElement.lang === "en";
+  body.innerHTML = data.entries.map((entry) => {
+    const name = isEN && entry.name_en ? entry.name_en : entry.name;
+    const party = formatParty(entry.primary_party, isEN);
+    const source = entry.legal_source ?? "";
+    const action = entry.has_template
+      ? `<button type="button" class="btn-primary btn-cta-lime btn-small submission-generate-btn"
+                  data-code="${escapeHtml(entry.submission_code)}"
+                  data-project="${escapeHtml(data.project_id)}"
+                  data-i18n="projects.detail.submissions.action.generate">${isEN ? "Generate" : "Generieren"}</button>`
+      : `<span class="submission-no-template" data-i18n="projects.detail.submissions.action.no_template">${isEN ? "No template" : "Keine Vorlage"}</span>`;
+    return `<tr class="submission-row">
+      <td>
+        <span class="submission-name">${escapeHtml(name)}</span>
+        <span class="submission-code">${escapeHtml(entry.submission_code)}</span>
+      </td>
+      <td>${escapeHtml(party)}</td>
+      <td>${escapeHtml(source)}</td>
+      <td class="submission-action-cell">${action}</td>
+    </tr>`;
+  }).join("");
+
+  // Wire button clicks. One click handler per render to avoid stale
+  // closures from the previous render's data.
+  body.querySelectorAll<HTMLButtonElement>(".submission-generate-btn").forEach((btn) => {
+    btn.addEventListener("click", (e) => {
+      e.preventDefault();
+      e.stopPropagation();
+      void onGenerateClick(btn);
+    });
+  });
+}
+
+function renderError(): void {
+  const empty = document.getElementById("project-submissions-empty");
+  const noProc = document.getElementById("project-submissions-no-proceeding");
+  const wrap = document.getElementById("project-submissions-tablewrap");
+  if (!empty || !noProc || !wrap) return;
+  noProc.style.display = "none";
+  wrap.style.display = "none";
+  empty.style.display = "";
+  empty.textContent = document.documentElement.lang === "en"
+    ? "Failed to load submissions list."
+    : "Schriftsatzliste konnte nicht geladen werden.";
+}
+
+function formatParty(role: string | undefined, isEN: boolean): string {
+  switch ((role ?? "").toLowerCase()) {
+    case "claimant": return isEN ? "Claimant" : "Klägerin";
+    case "defendant": return isEN ? "Defendant" : "Beklagte";
+    case "both": return isEN ? "Both" : "Beide";
+    case "court": return isEN ? "Court" : "Gericht";
+    default: return "";
+  }
+}
+
+// onGenerateClick triggers a download. Disables the button while the
+// request is in flight to prevent double-submits and surfaces an
+// inline error on failure.
+async function onGenerateClick(btn: HTMLButtonElement): Promise<void> {
+  const code = btn.dataset.code;
+  const projectID = btn.dataset.project;
+  if (!code || !projectID) return;
+
+  const originalLabel = btn.textContent ?? "";
+  btn.disabled = true;
+  btn.textContent = document.documentElement.lang === "en" ? "Generating…" : "Wird generiert…";
+
+  try {
+    const url = `/api/projects/${projectID}/submissions/${encodeURIComponent(code)}/generate`;
+    const resp = await fetch(url, { method: "GET" });
+    if (!resp.ok) {
+      let detail = "";
+      try {
+        const data = await resp.json() as { error?: string };
+        detail = data.error ?? "";
+      } catch {
+        // fallthrough
+      }
+      alert(
+        (document.documentElement.lang === "en"
+          ? "Generation failed."
+          : "Generieren fehlgeschlagen.") + (detail ? `\n\n${detail}` : ""),
+      );
+      return;
+    }
+    const blob = await resp.blob();
+    const filename = parseFilename(resp.headers.get("Content-Disposition") ?? "")
+      ?? `${code}.docx`;
+    triggerDownload(blob, filename);
+  } finally {
+    btn.disabled = false;
+    btn.textContent = originalLabel;
+  }
+}
+
+// parseFilename pulls the filename out of a Content-Disposition
+// header. Supports both unquoted and quoted forms.
+function parseFilename(header: string): string | null {
+  const m = /filename\s*=\s*"?([^";]+)"?/i.exec(header);
+  return m ? m[1] : null;
+}
+
+// triggerDownload creates an <a> with an object URL, clicks it, and
+// revokes the URL. Standard browser-side download pattern.
+function triggerDownload(blob: Blob, filename: string): void {
+  const url = URL.createObjectURL(blob);
+  const a = document.createElement("a");
+  a.href = url;
+  a.download = filename;
+  document.body.appendChild(a);
+  a.click();
+  document.body.removeChild(a);
+  // Revoke on next tick so the click actually triggers the download
+  // before the URL is gone.
+  setTimeout(() => URL.revokeObjectURL(url), 0);
+}

frontend/src/client/team.ts

@@ -77,6 +77,25 @@ let activeRole = "all";
 let activeProjectIDs: Set<string> = new Set();
 let searchQuery = "";
 
+// t-paliad-223 (#53) — explicit click-to-select layer ON TOP of the existing
+// filter pills. When selection.size > 0 the sticky footer takes over the
+// broadcast action and targets only the explicit subset; with empty
+// selection the existing top-bar broadcast button still targets the whole
+// filter result (purely additive).
+//
+// Invariant: selection only ever holds user_ids that match the current
+// filter set — render() prunes drop-outs every cycle. This keeps the
+// counter honest and avoids "hidden-but-selected" debug nightmares.
+const selectedUserIDs: Set<string> = new Set();
+// For Shift-click range select — the user_id of the most recent toggle
+// in the currently-rendered list order. Reset to null on any filter
+// change so the range never spans an invisible row.
+let lastToggledUserID: string | null = null;
+// Snapshot of the rendered user-IDs in DOM order, refreshed on each render.
+// Drives Shift-click range expansion and the master-checkbox "select all
+// visible" action.
+let renderedUserIDs: string[] = [];
+
 const ICON_MAIL = '<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M4 4h16c1.1 0 2 .9 2 2v12c0 1.1-.9 2-2 2H4c-1.1 0-2-.9-2-2V6c0-1.1.9-2 2-2z"/><polyline points="22,6 12,13 2,6"/></svg>';
 const ICON_PIN = '<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M21 10c0 7-9 13-9 13s-9-6-9-13a9 9 0 0 1 18 0z"/><circle cx="12" cy="10" r="3"/></svg>';
 
@@ -403,8 +422,17 @@ function memberAsUser(m: DepartmentMember): User | undefined {
 function renderUserCard(u: User): string {
   const additional = (u.additional_offices ?? []).filter((o) => o !== u.office);
   const jobTitle = (u.job_title ?? "").trim();
+  // t-paliad-223 (#53): per-row select-checkbox. Wrapped in a label so a
+  // click on the checkbox cell triggers the toggle; the rest of the card
+  // (links, email, etc.) keeps its native behaviour. Selection state
+  // mirrored to data-selected so the CSS can highlight the card.
+  const selected = selectedUserIDs.has(u.id);
+  const selectAria = t("team.selection.toggle_card") || "Kontakt auswählen";
   return `
-  <article class="team-card">
+  <article class="team-card" data-user-id="${esc(u.id)}" data-selected="${selected ? "true" : "false"}">
+    <label class="team-card-select" title="${escAttr(selectAria)}">
+      <input type="checkbox" class="team-card-select-input" data-user-id="${esc(u.id)}"${selected ? " checked" : ""} aria-label="${escAttr(selectAria)}" />
+    </label>
     <div class="team-avatar" aria-hidden="true">${esc(initials(u.display_name))}</div>
     <div class="team-card-body">
       <div class="team-card-name">${esc(u.display_name)}</div>
@@ -418,6 +446,13 @@ function renderUserCard(u: User): string {
   </article>`;
 }
 
+// escAttr is the attribute-context counterpart of esc. Used in title=""
+// + aria-label="" where esc()'s div-textContent trick is fine but
+// double-quote-escaping is the bit we actually need.
+function escAttr(s: string): string {
+  return esc(s).replace(/"/g, "&quot;");
+}
+
 function renderGroupByOffice(filtered: User[]): string {
   const present = presentOffices();
   const sections = present
@@ -505,12 +540,22 @@ function render() {
   const filtered = users.filter(
     (u) => userMatchesOffice(u) && userMatchesRole(u) && userMatchesProject(u) && userMatchesSearch(u),
   );
+
+  // t-paliad-223 (#53): prune drop-outs from the explicit selection. The
+  // invariant is "selection ⊆ visible"; carrying invisible IDs forward
+  // would create stale "12 selected" counters that don't match what the
+  // user sees on screen.
+  pruneSelectionToVisible(new Set(filtered.map((u) => u.id)));
+
   count.textContent = `${filtered.length} / ${users.length}`;
   updateBroadcastButton();
 
   if (filtered.length === 0) {
     list.innerHTML = "";
     empty.style.display = "block";
+    renderedUserIDs = [];
+    syncMasterCheckbox();
+    renderSelectionFooter();
     return;
   }
   empty.style.display = "none";
@@ -518,6 +563,223 @@ function render() {
   list.innerHTML = groupBy === "office"
     ? renderGroupByOffice(filtered)
     : renderGroupByDepartment(filtered);
+
+  // Refresh the DOM-order snapshot Shift-click + master-checkbox rely on.
+  renderedUserIDs = Array.from(
+    list.querySelectorAll<HTMLElement>(".team-card"),
+  ).map((el) => el.dataset.userId || "");
+
+  wireSelectionCheckboxes(list);
+  syncMasterCheckbox();
+  renderSelectionFooter();
+}
+
+// pruneSelectionToVisible drops user_ids from selection that no longer
+// match the visible set. Always called from render() before painting so
+// the per-row "checked" state and the footer counter stay in sync.
+function pruneSelectionToVisible(visible: Set<string>): void {
+  const removed: string[] = [];
+  for (const id of selectedUserIDs) {
+    if (!visible.has(id)) removed.push(id);
+  }
+  for (const id of removed) selectedUserIDs.delete(id);
+  if (removed.length > 0 && lastToggledUserID && !visible.has(lastToggledUserID)) {
+    lastToggledUserID = null;
+  }
+}
+
+// wireSelectionCheckboxes attaches click handlers to every per-row
+// checkbox in the freshly-rendered list. Each click toggles the
+// underlying selection Set + the data-selected attribute on the card.
+// Shift-click extends a contiguous range from the previous toggle to
+// the current row using renderedUserIDs as the order reference.
+function wireSelectionCheckboxes(list: HTMLElement): void {
+  list.querySelectorAll<HTMLInputElement>(".team-card-select-input").forEach((cb) => {
+    cb.addEventListener("click", (ev) => {
+      const id = cb.dataset.userId || "";
+      if (!id) return;
+      const checked = cb.checked;
+      if ((ev as MouseEvent).shiftKey && lastToggledUserID && lastToggledUserID !== id) {
+        applyRangeSelection(lastToggledUserID, id, checked);
+      } else {
+        if (checked) selectedUserIDs.add(id);
+        else selectedUserIDs.delete(id);
+      }
+      lastToggledUserID = id;
+      // Visual + footer refresh without a full re-render (selection
+      // changes don't affect the filter set; render() is reserved for
+      // filter/data changes to keep typing in the search box fast).
+      refreshCardSelectedAttribute();
+      syncMasterCheckbox();
+      renderSelectionFooter();
+    });
+  });
+}
+
+// applyRangeSelection sets selection state for every user between
+// (inclusive) startID and endID in renderedUserIDs order. Mode = the
+// final state — checked => add to selection, unchecked => remove.
+function applyRangeSelection(startID: string, endID: string, mode: boolean): void {
+  const a = renderedUserIDs.indexOf(startID);
+  const b = renderedUserIDs.indexOf(endID);
+  if (a === -1 || b === -1) {
+    // One of the anchors dropped out of the current visible set; fall
+    // back to a single-row toggle of the end-id.
+    if (mode) selectedUserIDs.add(endID);
+    else selectedUserIDs.delete(endID);
+    return;
+  }
+  const [lo, hi] = a <= b ? [a, b] : [b, a];
+  for (let i = lo; i <= hi; i++) {
+    const id = renderedUserIDs[i];
+    if (mode) selectedUserIDs.add(id);
+    else selectedUserIDs.delete(id);
+  }
+}
+
+// refreshCardSelectedAttribute syncs every visible card's data-selected
+// + checkbox.checked to the canonical Set, without a full re-render.
+function refreshCardSelectedAttribute(): void {
+  const list = document.getElementById("team-list");
+  if (!list) return;
+  list.querySelectorAll<HTMLElement>(".team-card").forEach((card) => {
+    const id = card.dataset.userId || "";
+    const selected = selectedUserIDs.has(id);
+    card.dataset.selected = selected ? "true" : "false";
+    const cb = card.querySelector<HTMLInputElement>(".team-card-select-input");
+    if (cb) cb.checked = selected;
+  });
+}
+
+// renderSelectionFooter mounts (or hides) the sticky footer that takes
+// over the broadcast action when ≥ 1 row is checked. The footer lives
+// outside the main content tree so it can be position: fixed without
+// fighting any of the existing layout rules.
+function renderSelectionFooter(): void {
+  let footer = document.getElementById("team-selection-footer") as HTMLDivElement | null;
+  const n = selectedUserIDs.size;
+  if (n === 0) {
+    if (footer) footer.style.display = "none";
+    document.body.classList.remove("team-has-selection");
+    return;
+  }
+  if (!footer) {
+    footer = document.createElement("div");
+    footer.id = "team-selection-footer";
+    footer.className = "team-selection-footer";
+    document.body.appendChild(footer);
+  }
+  const countLabel = (t("team.selection.count") || "{n} ausgewählt").replace(
+    "{n}",
+    String(n),
+  );
+  footer.innerHTML = `
+    <span class="team-selection-count">${esc(countLabel)}</span>
+    <button type="button" class="btn-secondary btn-small" id="team-selection-clear">
+      ${esc(t("team.selection.clear") || "Auswahl aufheben")}
+    </button>
+    <button type="button" class="btn-primary" id="team-selection-send">
+      ${esc(t("team.selection.send") || "E-Mail an Auswahl")}
+    </button>
+  `;
+  footer.style.display = "";
+  document.body.classList.add("team-has-selection");
+  document.getElementById("team-selection-clear")?.addEventListener("click", () => {
+    selectedUserIDs.clear();
+    lastToggledUserID = null;
+    refreshCardSelectedAttribute();
+    syncMasterCheckbox();
+    renderSelectionFooter();
+  });
+  document.getElementById("team-selection-send")?.addEventListener("click", () => {
+    onBroadcastFromSelection();
+  });
+}
+
+// selectedRecipients maps the explicit selection Set into the
+// BroadcastRecipient shape openBroadcastModal expects. Mirrors the
+// role-resolution rules of displayedRecipients() (active project
+// filter wins; falls back to first available role).
+function selectedRecipients(): BroadcastRecipient[] {
+  const out: BroadcastRecipient[] = [];
+  for (const id of selectedUserIDs) {
+    const u = users.find((u) => u.id === id);
+    if (!u) continue;
+    const m = memberships.find((m) => m.user_id === u.id);
+    let role = "";
+    if (m) {
+      if (activeProjectIDs.size > 0) {
+        const idx = m.project_ids.findIndex((pid) => activeProjectIDs.has(pid));
+        if (idx >= 0) role = m.roles[idx];
+      } else if (m.roles.length > 0) {
+        role = m.roles[0];
+      }
+    }
+    out.push({
+      user_id: u.id,
+      email: u.email,
+      display_name: u.display_name,
+      first_name: firstName(u.display_name),
+      role_on_project: role,
+    });
+  }
+  return out;
+}
+
+function onBroadcastFromSelection(): void {
+  const recipients = selectedRecipients();
+  if (recipients.length === 0) return;
+  const selectedProjectIDs = Array.from(activeProjectIDs);
+  // Same scope-resolution as displayedRecipients/onBroadcastClick: pass
+  // project_id only when exactly one is selected so the server can
+  // verify lead-ship; multi-project relies on global_admin.
+  const projectID = selectedProjectIDs.length === 1 ? selectedProjectIDs[0] : null;
+  const offices = activeOffice === "all" ? [] : [activeOffice];
+  const roles = activeRole === "all" ? [] : [activeRole];
+  openBroadcastModal({
+    recipients,
+    projectID,
+    projectIDs: selectedProjectIDs,
+    offices,
+    roles,
+  });
+}
+
+// syncMasterCheckbox refreshes the master "select all visible" checkbox
+// to one of three states: empty / partial / full. The HTML element lives
+// in team.tsx (#team-select-master); when missing (older shells) the
+// helper no-ops so the page still works.
+function syncMasterCheckbox(): void {
+  const master = document.getElementById("team-select-master") as HTMLInputElement | null;
+  if (!master) return;
+  const visible = renderedUserIDs.length;
+  if (visible === 0) {
+    master.checked = false;
+    master.indeterminate = false;
+    master.disabled = true;
+    return;
+  }
+  master.disabled = false;
+  let selectedHere = 0;
+  for (const id of renderedUserIDs) {
+    if (selectedUserIDs.has(id)) selectedHere++;
+  }
+  master.checked = selectedHere === visible;
+  master.indeterminate = selectedHere > 0 && selectedHere < visible;
+}
+
+function onMasterToggle(): void {
+  const master = document.getElementById("team-select-master") as HTMLInputElement | null;
+  if (!master) return;
+  const checked = master.checked;
+  for (const id of renderedUserIDs) {
+    if (checked) selectedUserIDs.add(id);
+    else selectedUserIDs.delete(id);
+  }
+  lastToggledUserID = checked && renderedUserIDs.length > 0 ? renderedUserIDs[renderedUserIDs.length - 1] : null;
+  refreshCardSelectedAttribute();
+  syncMasterCheckbox();
+  renderSelectionFooter();
 }
 
 function initToggle() {
@@ -547,6 +809,8 @@ document.addEventListener("DOMContentLoaded", () => {
   initSidebar();
   initSearch();
   initToggle();
+  // t-paliad-223 (#53): master checkbox toggles every visible row.
+  document.getElementById("team-select-master")?.addEventListener("change", onMasterToggle);
   onLangChange(() => {
     buildOfficeFilters();
     buildRoleFilters();

frontend/src/client/verfahrensablauf.ts

@@ -13,18 +13,71 @@ import { initSidebar } from "./sidebar";
 import {
   type DeadlineResponse,
   calculateDeadlines,
+  escHtml,
   formatDate,
   populateCourtPicker,
   renderColumnsBody,
   renderTimelineBody,
+  wireDateEditClicks,
 } from "./views/verfahrensablauf-core";
 
 let selectedType = "";
 let lastResponse: DeadlineResponse | null = null;
 
+// Per-rule anchor overrides set by the click-to-edit affordance on
+// timeline / column date cells. Posted as `anchorOverrides` to the
+// /api/tools/fristenrechner calc so downstream rules re-anchor off the
+// user's chosen date. Cleared whenever the trigger changes (proceeding,
+// trigger date, flag toggle) so a fresh calc starts unanchored — same
+// semantic as /tools/fristenrechner.
+const anchorOverrides = new Map<string, string>();
+function clearAnchorOverrides() { anchorOverrides.clear(); }
+
 type ProcedureView = "timeline" | "columns";
 let procedureView: ProcedureView = "columns";
 
+// Notes toggle — when off (default), per-rule descriptive notes render
+// as a compact ⓘ icon next to the meta line (hover for full text). When
+// on, the full notes block expands under each card. Choice persists in
+// localStorage so a reload or recalc keeps the user's preference.
+const NOTES_PREF_KEY = "paliad.fristen.notes-show";
+function readNotesPref(): boolean {
+  try { return localStorage.getItem(NOTES_PREF_KEY) === "1"; } catch { return false; }
+}
+function writeNotesPref(on: boolean): void {
+  try { localStorage.setItem(NOTES_PREF_KEY, on ? "1" : "0"); } catch { /* no-op */ }
+}
+let showNotes = readNotesPref();
+
+// Jurisdiction display prefix for the proceeding-summary chip + the
+// trigger-event placeholder. Same forum slugs the .proceeding-group
+// `data-forum` attribute carries in verfahrensablauf.tsx /
+// fristenrechner.tsx (upc / de / epa / dpma). Disambiguates the
+// 4 redundancies in the corpus (UPC Verletzungsverfahren vs DE
+// Verletzungsklage etc.) once the picker collapses.
+const FORUM_LABEL: Record<string, string> = {
+  upc: "UPC",
+  de: "DE",
+  epa: "EPA",
+  dpma: "DPMA",
+};
+
+function jurisdictionFor(btn: HTMLButtonElement): string {
+  const group = btn.closest<HTMLElement>(".proceeding-group");
+  const forum = group?.dataset.forum || "";
+  return FORUM_LABEL[forum] || "";
+}
+
+function proceedingDisplayName(btn: HTMLButtonElement): string {
+  const name = btn.querySelector("strong")?.textContent || "";
+  const jur = jurisdictionFor(btn);
+  return jur ? `${jur} ${name}` : name;
+}
+
+function activeProceedingButton(): HTMLButtonElement | null {
+  return document.querySelector<HTMLButtonElement>(".proceeding-btn.active");
+}
+
 // Auto-calc plumbing — sequence + debounce mirror /tools/fristenrechner
 // so rapid input changes never let a stale response overwrite a fresh
 // one.
@@ -46,6 +99,31 @@ function showStep(n: number) {
   }
 }
 
+// Read the proceeding-specific flag checkboxes and assemble the
+// payload the calculator expects. Mirrors fristenrechner.ts so the
+// gating semantics stay identical: with_amend on upc.inf.cfi is
+// nested under with_ccr (R.30 is only available with a CCR);
+// upc.rev.cfi exposes with_amend + with_cci as two independent
+// gates. R.19 Einspruch is NOT flag-gated (mig 098, m's 2026-05-18
+// call): it's just an always-available optional submission, so it
+// has no checkbox.
+function readFlags(): string[] {
+  const ccr      = document.getElementById("ccr-flag")        as HTMLInputElement | null;
+  const infAmend = document.getElementById("inf-amend-flag")  as HTMLInputElement | null;
+  const revAmend = document.getElementById("rev-amend-flag")  as HTMLInputElement | null;
+  const revCci   = document.getElementById("rev-cci-flag")    as HTMLInputElement | null;
+  const flags: string[] = [];
+  if (selectedType === "upc.inf.cfi") {
+    if (ccr?.checked)                       flags.push("with_ccr");
+    if (ccr?.checked && infAmend?.checked)  flags.push("with_amend");
+  }
+  if (selectedType === "upc.rev.cfi") {
+    if (revAmend?.checked) flags.push("with_amend");
+    if (revCci?.checked)   flags.push("with_cci");
+  }
+  return flags;
+}
+
 async function doCalc() {
   const seq = ++calcSeq;
   const dateInput = document.getElementById("trigger-date") as HTMLInputElement | null;
@@ -58,9 +136,14 @@ async function doCalc() {
     ? courtPicker.value
     : "";
 
+  const overrides: Record<string, string> = {};
+  for (const [code, date] of anchorOverrides) overrides[code] = date;
+
   const data = await calculateDeadlines({
     proceedingType: selectedType,
     triggerDate,
+    flags: readFlags(),
+    anchorOverrides: overrides,
     courtId,
   });
   if (seq !== calcSeq) return;
@@ -70,25 +153,74 @@ async function doCalc() {
   showStep(3);
 }
 
+// triggerEventLabelFor picks the user-facing "Auslösendes Ereignis"
+// label from the calc response. The root rule (isRootEvent=true) is
+// the first event in the proceeding — e.g. Klageerhebung for
+// upc.inf.cfi, Nichtigkeitsklage for upc.rev.cfi. Falls back to the
+// active proceeding name if no root rule fires (shouldn't happen for
+// healthy data, but safer than a blank). Fallback respects language —
+// proceedingNameEN is consulted on EN before the DE proceedingName
+// (m/paliad#58: prior fallback rendered DE on EN for sub-track
+// proceedings like upc.ccr.cfi which had no rules → no root).
+function triggerEventLabelFor(data: DeadlineResponse): string {
+  const root = data.deadlines.find((d) => d.isRootEvent);
+  if (root) {
+    return getLang() === "en" ? (root.nameEN || root.name) : (root.name || root.nameEN);
+  }
+  if (getLang() === "en") {
+    return data.proceedingNameEN || data.proceedingName || "";
+  }
+  return data.proceedingName || data.proceedingNameEN || "";
+}
+
+function syncTriggerEventLabel() {
+  const triggerEventEl = document.getElementById("trigger-event");
+  if (!triggerEventEl) return;
+  if (lastResponse) {
+    triggerEventEl.textContent = triggerEventLabelFor(lastResponse);
+  } else {
+    triggerEventEl.textContent = "—";
+  }
+}
+
 function renderResults(data: DeadlineResponse) {
   const container = document.getElementById("timeline-container");
   if (!container) return;
   const printBtn = document.getElementById("fristen-print-btn");
   const toggle = document.getElementById("fristen-view-toggle");
 
-  const procName = tDyn(`deadlines.${data.proceedingType.toLowerCase()}`);
+  // Header shows the picked proceeding with its jurisdiction prefix
+  // so the user can tell UPC Verletzungsverfahren apart from DE
+  // Verletzungsklage once the picker collapses.
+  const activeBtn = activeProceedingButton();
+  const procName = activeBtn ? proceedingDisplayName(activeBtn)
+    : tDyn(`deadlines.${data.proceedingType.toLowerCase()}`);
   const headerHtml = `<div class="timeline-header">
     <strong>${procName}</strong>
     <span class="timeline-trigger-date">${t("deadlines.trigger.label")}: ${formatDate(data.triggerDate)}</span>
   </div>`;
 
-  const bodyHtml = procedureView === "columns"
-    ? renderColumnsBody(data)
-    : renderTimelineBody(data);
+  // Sub-track contextual note (m/paliad#58). Surfaces above the
+  // timeline body when the server routed the user-picked proceeding
+  // through a parent (e.g. upc.ccr.cfi → upc.inf.cfi with with_ccr).
+  // Plain-text banner — server-side copy is plain text per the
+  // SubTrackRouting contract.
+  const noteText = getLang() === "en"
+    ? (data.contextualNoteEN || data.contextualNote || "")
+    : (data.contextualNote || data.contextualNoteEN || "");
+  const noteHtml = noteText
+    ? `<div class="timeline-context-note" role="note">${escHtml(noteText)}</div>`
+    : "";
 
-  container.innerHTML = headerHtml + bodyHtml;
+  const bodyHtml = procedureView === "columns"
+    ? renderColumnsBody(data, { editable: true, showNotes })
+    : renderTimelineBody(data, { showParty: true, editable: true, showNotes });
+
+  container.innerHTML = headerHtml + noteHtml + bodyHtml;
   if (printBtn) printBtn.style.display = "block";
   if (toggle) toggle.style.display = "";
+
+  syncTriggerEventLabel();
 }
 
 function setProceedingPickerCollapsed(collapsed: boolean, displayName?: string) {
@@ -100,18 +232,52 @@ function setProceedingPickerCollapsed(collapsed: boolean, displayName?: string)
   if (summaryName && displayName) summaryName.textContent = displayName;
 }
 
+// syncFlagRows shows/hides the proceeding-specific checkbox rows
+// based on selectedType. Same disposition as fristenrechner.ts —
+// the with_amend nested-under-ccr semantic is enforced via
+// syncInfAmendEnabled().
+function syncFlagRows() {
+  const show = (id: string, when: boolean) => {
+    const el = document.getElementById(id);
+    if (el) el.style.display = when ? "" : "none";
+  };
+  show("ccr-flag-row",       selectedType === "upc.inf.cfi");
+  show("inf-amend-flag-row", selectedType === "upc.inf.cfi");
+  show("rev-amend-flag-row", selectedType === "upc.rev.cfi");
+  show("rev-cci-flag-row",   selectedType === "upc.rev.cfi");
+  syncInfAmendEnabled();
+}
+
+// R.30 amendment-application is only available with a CCR — disable
+// (and clear) the nested inf-amend checkbox while ccr is off so the
+// calc payload stays coherent. Mirrors fristenrechner.ts.
+function syncInfAmendEnabled() {
+  const ccr      = document.getElementById("ccr-flag")       as HTMLInputElement | null;
+  const infAmend = document.getElementById("inf-amend-flag") as HTMLInputElement | null;
+  if (!ccr || !infAmend) return;
+  infAmend.disabled = !ccr.checked;
+  if (!ccr.checked) infAmend.checked = false;
+}
+
 function selectProceeding(btn: HTMLButtonElement) {
   document.querySelectorAll(".proceeding-btn").forEach((b) => b.classList.remove("active"));
   btn.classList.add("active");
-  selectedType = btn.dataset.code || "";
+  const nextType = btn.dataset.code || "";
+  // Different proceeding tree → previously-set overrides reference
+  // rule codes that don't exist in the new tree. Clear before the
+  // next calc so the fresh proceeding starts unanchored.
+  if (selectedType !== nextType) clearAnchorOverrides();
+  selectedType = nextType;
 
-  const name = btn.querySelector("strong")?.textContent || "";
-  const triggerEventEl = document.getElementById("trigger-event");
-  if (triggerEventEl) triggerEventEl.textContent = name;
+  // Trigger-event label fires from the calc response (root rule).
+  // Until step 3 renders, fall back to an em-dash placeholder.
+  lastResponse = null;
+  syncTriggerEventLabel();
 
   void populateCourtPicker("court-picker-row", "court-picker", selectedType);
+  syncFlagRows();
 
-  setProceedingPickerCollapsed(true, name);
+  setProceedingPickerCollapsed(true, proceedingDisplayName(btn));
 
   showStep(2);
   scheduleCalc(0);
@@ -169,18 +335,62 @@ document.addEventListener("DOMContentLoaded", () => {
   const courtPicker = document.getElementById("court-picker") as HTMLSelectElement | null;
   if (courtPicker) courtPicker.addEventListener("change", () => scheduleCalc(0));
 
+  // Flag-checkbox listeners — each flip triggers a fresh calc so the
+  // timeline re-projects with the new gating. ccr-flag additionally
+  // enables/disables the nested inf-amend row.
+  const ccrFlag = document.getElementById("ccr-flag") as HTMLInputElement | null;
+  if (ccrFlag) ccrFlag.addEventListener("change", () => {
+    syncInfAmendEnabled();
+    scheduleCalc(0);
+  });
+  (["inf-amend-flag", "rev-amend-flag", "rev-cci-flag"]).forEach((id) => {
+    const cb = document.getElementById(id) as HTMLInputElement | null;
+    if (cb) cb.addEventListener("change", () => scheduleCalc(0));
+  });
+
   document.getElementById("fristen-print-btn")?.addEventListener("click", () => window.print());
 
+  // Click-to-edit on timeline / column date cells — same delegated
+  // pattern as /tools/fristenrechner. Survives renderResults()'s
+  // innerHTML rewrites because the listener lives on the container.
+  const timelineContainer = document.getElementById("timeline-container");
+  if (timelineContainer) {
+    wireDateEditClicks(timelineContainer, (ruleCode, newValue) => {
+      if (newValue === "") {
+        anchorOverrides.delete(ruleCode);
+      } else {
+        anchorOverrides.set(ruleCode, newValue);
+      }
+      scheduleCalc(0);
+    });
+  }
+
+  // Notes toggle — restores last preference on load + re-renders when
+  // the user flips it. Lives in the same toggle bar as the view picker.
+  const notesShowCb = document.getElementById("fristen-notes-show") as HTMLInputElement | null;
+  if (notesShowCb) {
+    notesShowCb.checked = showNotes;
+    notesShowCb.addEventListener("change", () => {
+      showNotes = notesShowCb.checked;
+      writeNotesPref(showNotes);
+      if (lastResponse) renderResults(lastResponse);
+    });
+  }
+
   initViewToggle();
 
   onLangChange(() => {
-    if (lastResponse) renderResults(lastResponse);
-    const activeBtn = document.querySelector<HTMLButtonElement>(".proceeding-btn.active");
+    // Active-button name updates with language change (the data-i18n
+    // pass swaps the inner <strong>'s text). Re-collapse the summary
+    // chip and re-derive the trigger event label from the lang-current
+    // calc response.
+    const activeBtn = activeProceedingButton();
     if (activeBtn) {
-      const name = activeBtn.querySelector("strong")?.textContent || "";
-      const triggerEventEl = document.getElementById("trigger-event");
-      if (triggerEventEl) triggerEventEl.textContent = name;
+      const summary = document.getElementById("proceeding-summary-name");
+      if (summary) summary.textContent = proceedingDisplayName(activeBtn);
     }
+    if (lastResponse) renderResults(lastResponse);
+    syncTriggerEventLabel();
   });
 
   // Pre-select the first proceeding tile so users see a timeline

frontend/src/client/views.ts

@@ -1,16 +1,25 @@
 import { initI18n, t, type I18nKey } from "./i18n";
 import { initSidebar } from "./sidebar";
-import type { FilterSpec, RenderSpec, ViewRunResult, UserView, RenderShape } from "./views/types";
+import type { FilterSpec, RenderSpec, ViewRunResult, UserView, RenderShape, DataSource } from "./views/types";
 import { renderListShape } from "./views/shape-list";
 import { renderCardsShape } from "./views/shape-cards";
 import { renderCalendarShape } from "./views/shape-calendar";
 import { renderTimelineShape } from "./views/shape-timeline-cv";
 import type { ChartHandle } from "./views/shape-timeline-chart";
+import { mountFilterBar, type BarHandle, type AxisKey } from "./filter-bar";
 
 // /views and /views/{slug} client. Loads the saved or system view, runs
 // it via /api/views/{slug}/run, and dispatches to the matching render-
 // shape component. Shape-switcher chips toggle the live render without
 // re-fetching (the rows are already in memory).
+//
+// t-paliad-211 — the per-view filter bar (`mountFilterBar`) lives between
+// the shape chips and the render hosts. The saved view's filter_spec is
+// the baseline; the bar overlays the user's per-session tweaks and POSTs
+// `/api/views/{slug}/run` with the effective spec as override (the
+// substrate accepts `{filter: ...}` per views.go:283). Axes are picked
+// from the spec's data sources so a deadline-only view doesn't expose
+// the appointment-type chip cluster and vice versa.
 
 initI18n();
 initSidebar();
@@ -30,6 +39,8 @@ interface ViewMeta {
 
 let currentMeta: ViewMeta | null = null;
 let currentRows: ViewRunResult | null = null;
+let currentRender: RenderSpec | null = null;
+let bar: BarHandle | null = null;
 
 document.addEventListener("DOMContentLoaded", () => {
   bindShapeChips();
@@ -54,9 +65,10 @@ async function hydrate(): Promise<void> {
     return;
   }
   currentMeta = meta;
+  currentRender = meta.render;
   document.title = `${meta.name} — Paliad`;
   updateHeader(meta);
-  await runAndRender(meta);
+  mountBar(meta);
   if (meta.user_view_id) {
     fireAndForget(`/api/user-views/${meta.user_view_id}/touch`, "POST");
   }
@@ -97,57 +109,97 @@ async function resolveMeta(slug: string): Promise<ViewMeta | null> {
   return null;
 }
 
-async function runAndRender(meta: ViewMeta): Promise<void> {
+// mountBar wires the filter-bar to the view's saved spec. The bar runs
+// the spec through `/api/views/{slug}/run` whenever the user tweaks an
+// axis, and the onResult callback re-paints into the active shape host.
+function mountBar(meta: ViewMeta): void {
+  const host = document.getElementById("views-filter-bar");
+  const toolbar = document.getElementById("views-toolbar");
   const loading = document.getElementById("views-loading");
+  if (loading) loading.hidden = false;
+  if (toolbar) toolbar.hidden = false;
+  if (host) host.hidden = false;
+  if (!host) return;
+
+  // Tear down any prior bar (re-mount on lang change isn't supported
+  // here, but a future Phase-2 axis switch may need this).
+  if (bar) {
+    bar.destroy();
+    bar = null;
+  }
+
+  const axes = axesForSources(meta.filter.sources);
+  // surfaceKey scoped per-view-slug so two views remember their own
+  // density/sort prefs independently.
+  const surfaceKey = `views.${meta.slug}`;
+
+  bar = mountFilterBar(host, {
+    baseFilter: meta.filter,
+    baseRender: meta.render,
+    axes,
+    surfaceKey,
+    systemViewSlug: meta.slug,
+    // The saved view IS the baseline; "Speichern als Sicht" remains
+    // available for users who want to fork.
+    showSaveAsView: !meta.is_system,
+    userViewId: meta.user_view_id,
+    onResult: (result, effective) => {
+      if (loading) loading.hidden = true;
+      currentRows = result;
+      currentRender = effective.render;
+      paintRows(result, effective.render);
+    },
+  });
+}
+
+// axesForSources picks the filter-bar axes a saved view's data sources
+// support. Universal axes (time / personal_only / sort) always render;
+// per-source predicates only render when the view's spec actually
+// queries that source — otherwise the chip would be a no-op.
+function axesForSources(sources: DataSource[]): AxisKey[] {
+  const set = new Set(sources);
+  const out: AxisKey[] = ["time"];
+  if (set.has("deadline")) out.push("deadline_status");
+  if (set.has("appointment")) out.push("appointment_type");
+  if (set.has("approval_request")) {
+    out.push("approval_viewer_role");
+    out.push("approval_status");
+    out.push("approval_entity_type");
+  }
+  if (set.has("project_event")) out.push("project_event_kind");
+  out.push("personal_only");
+  out.push("sort");
+  return out;
+}
+
+function paintRows(result: ViewRunResult, render: RenderSpec): void {
   const empty = document.getElementById("views-empty");
   const errorEl = document.getElementById("views-error");
-  const toolbar = document.getElementById("views-toolbar");
-  if (loading) loading.hidden = false;
-  if (empty) empty.hidden = true;
   if (errorEl) errorEl.hidden = true;
-  if (toolbar) toolbar.hidden = false;
 
-  let result: ViewRunResult;
-  try {
-    const r = await fetch(`/api/views/${encodeURIComponent(meta.slug)}/run`, {
-      method: "POST",
-      credentials: "include",
-      headers: { "Content-Type": "application/json" },
-      body: JSON.stringify({}),
-    });
-    if (!r.ok) {
-      showError(`${r.status}: ${r.statusText}`);
-      return;
-    }
-    result = (await r.json()) as ViewRunResult;
-  } catch (e) {
-    showError(t("views.error.network"));
-    return;
-  }
-  if (loading) loading.hidden = true;
-
-  currentRows = result;
   if (result.inaccessible_project_ids && result.inaccessible_project_ids.length > 0) {
     showInaccessibleToast(result.inaccessible_project_ids.length);
   }
 
   if (result.rows.length === 0) {
+    setActiveShape(null);
     if (empty) {
       empty.hidden = false;
       const hint = document.getElementById("views-empty-hint");
-      if (hint) hint.textContent = filterSummary(meta.filter);
+      if (hint && currentMeta) hint.textContent = filterSummary(currentMeta.filter);
     }
     return;
   }
+  if (empty) empty.hidden = true;
 
-  setActiveShape(meta.render.shape);
-  renderShape(meta.render.shape, meta.render, result.rows);
+  setActiveShape(render.shape);
+  renderShape(render.shape, render, result.rows);
 }
 
-function setActiveShape(shape: RenderShape): void {
+function setActiveShape(shape: RenderShape | null): void {
   for (const host of ["views-shape-list", "views-shape-cards", "views-shape-calendar", "views-shape-timeline"]) {
     const el = document.getElementById(host);
-    if (el) el.hidden = !host.endsWith("-" + shape);
+    if (el) el.hidden = shape === null ? true : !host.endsWith("-" + shape);
   }
   document.querySelectorAll<HTMLButtonElement>("#views-shape-chips [data-shape]").forEach((btn) => {
     btn.classList.toggle("active", btn.dataset.shape === shape);
@@ -223,9 +275,10 @@ function bindShapeChips(): void {
   document.querySelectorAll<HTMLButtonElement>("#views-shape-chips [data-shape]").forEach((btn) => {
     btn.addEventListener("click", () => {
       const shape = (btn.dataset.shape ?? "list") as RenderShape;
-      if (!currentMeta || !currentRows) return;
+      if (!currentRows || !currentRender) return;
       // Override the shape transiently — doesn't mutate the saved spec.
-      const overrideRender = { ...currentMeta.render, shape };
+      const overrideRender = { ...currentRender, shape };
+      currentRender = overrideRender;
       setActiveShape(shape);
       renderShape(shape, overrideRender, currentRows.rows);
     });

frontend/src/client/views/shape-calendar.ts

@@ -1,129 +1,28 @@
-import { t, type I18nKey, getLang } from "../i18n";
+import { mountCalendar, type CalendarItem } from "../calendar/mount-calendar";
 import type { RenderSpec, ViewRow } from "./types";
 
-// shape-calendar: month grid. Toggleable to week-view via per-shape
-// config. Mirrors the look of /events?view=calendar but generic across
-// sources.
+// shape-calendar — Custom Views calendar shape. Since t-paliad-224 this
+// is a thin adapter on top of the canonical mountCalendar() in
+// frontend/src/client/calendar/mount-calendar.ts. /events Kalender tab
+// uses the same module so both surfaces render identical DOM.
+// See docs/design-calendar-view-align-2026-05-20.md.
 
 export function renderCalendarShape(host: HTMLElement, rows: ViewRow[], render: RenderSpec): void {
-  host.innerHTML = "";
-  const cfg = render.calendar ?? {};
-  const view = cfg.default_view ?? "month";
-
-  // Mobile fallback: viewport <600px collapses to cards (cleaner on narrow
-  // screens). Documented in design §9 trade-off 8.
-  if (window.innerWidth < 600) {
-    const notice = document.createElement("p");
-    notice.className = "views-calendar-mobile-notice";
-    notice.textContent = t("views.calendar.mobile_fallback");
-    host.appendChild(notice);
-  }
-
-  const wrap = document.createElement("div");
-  wrap.className = `views-calendar views-calendar--${view}`;
-
-  const monthRef = pickMonthAnchor(rows);
-  wrap.appendChild(renderMonth(monthRef, rows));
-  host.appendChild(wrap);
+  const items: CalendarItem[] = rows.map(toCalendarItem);
+  mountCalendar(host, items, {
+    defaultView: render.calendar?.default_view ?? "month",
+    urlState: true,
+  });
 }
 
-function renderMonth(anchor: Date, rows: ViewRow[]): HTMLElement {
-  const lang = getLang() === "de" ? "de-DE" : "en-GB";
-  const wrap = document.createElement("div");
-  wrap.className = "views-calendar-month";
-
-  const header = document.createElement("h2");
-  header.className = "views-calendar-month-label";
-  header.textContent = anchor.toLocaleDateString(lang, { month: "long", year: "numeric" });
-  wrap.appendChild(header);
-
-  // Weekday headers (Mon-Sun, ISO week).
-  const weekdayBar = document.createElement("div");
-  weekdayBar.className = "views-calendar-weekdays";
-  const weekdayKeys: I18nKey[] = ["cal.day.mon", "cal.day.tue", "cal.day.wed", "cal.day.thu", "cal.day.fri", "cal.day.sat", "cal.day.sun"];
-  for (const k of weekdayKeys) {
-    const cell = document.createElement("div");
-    cell.className = "views-calendar-weekday";
-    cell.textContent = t(k);
-    weekdayBar.appendChild(cell);
-  }
-  wrap.appendChild(weekdayBar);
-
-  const grid = document.createElement("div");
-  grid.className = "views-calendar-grid";
-
-  const monthStart = new Date(anchor.getFullYear(), anchor.getMonth(), 1);
-  const startWeekday = (monthStart.getDay() + 6) % 7; // Mon=0
-  const daysInMonth = new Date(anchor.getFullYear(), anchor.getMonth() + 1, 0).getDate();
-
-  // Pad start with prev-month spillover.
-  for (let i = 0; i < startWeekday; i++) {
-    const cell = document.createElement("div");
-    cell.className = "views-calendar-cell views-calendar-cell--out";
-    grid.appendChild(cell);
-  }
-
-  // Bucket rows by ISO date (yyyy-mm-dd).
-  const byDate = new Map<string, ViewRow[]>();
-  for (const row of rows) {
-    const d = new Date(row.event_date);
-    if (isNaN(d.getTime())) continue;
-    if (d.getMonth() !== anchor.getMonth() || d.getFullYear() !== anchor.getFullYear()) continue;
-    const key = isoDate(d);
-    const arr = byDate.get(key);
-    if (arr) arr.push(row);
-    else byDate.set(key, [row]);
-  }
-
-  for (let day = 1; day <= daysInMonth; day++) {
-    const cell = document.createElement("div");
-    cell.className = "views-calendar-cell";
-    const dayLabel = document.createElement("div");
-    dayLabel.className = "views-calendar-cell-day";
-    dayLabel.textContent = String(day);
-    cell.appendChild(dayLabel);
-
-    const dateKey = isoDate(new Date(anchor.getFullYear(), anchor.getMonth(), day));
-    const dayRows = byDate.get(dateKey) ?? [];
-    if (dayRows.length > 0) {
-      const ul = document.createElement("ul");
-      ul.className = "views-calendar-pills";
-      const visible = dayRows.slice(0, 3);
-      for (const row of visible) {
-        const li = document.createElement("li");
-        li.className = `views-calendar-pill views-calendar-pill--${row.kind}`;
-        li.textContent = row.title;
-        li.title = row.title + (row.project_title ? ` — ${row.project_title}` : "");
-        ul.appendChild(li);
-      }
-      if (dayRows.length > visible.length) {
-        const more = document.createElement("li");
-        more.className = "views-calendar-pill views-calendar-pill--more";
-        more.textContent = `+${dayRows.length - visible.length}`;
-        ul.appendChild(more);
-      }
-      cell.appendChild(ul);
-    }
-    grid.appendChild(cell);
-  }
-
-  wrap.appendChild(grid);
-  return wrap;
-}
-
-function pickMonthAnchor(rows: ViewRow[]): Date {
-  // Anchor on the first row's month, or "this month" if empty.
-  for (const row of rows) {
-    const d = new Date(row.event_date);
-    if (!isNaN(d.getTime())) return d;
-  }
-  const now = new Date();
-  return new Date(now.getFullYear(), now.getMonth(), 1);
-}
-
-function isoDate(d: Date): string {
-  const y = d.getFullYear();
-  const m = String(d.getMonth() + 1).padStart(2, "0");
-  const day = String(d.getDate()).padStart(2, "0");
-  return `${y}-${m}-${day}`;
+function toCalendarItem(row: ViewRow): CalendarItem {
+  return {
+    kind: row.kind,
+    id: row.id,
+    title: row.title,
+    event_date: row.event_date,
+    project_id: row.project_id,
+    project_title: row.project_title,
+    project_reference: row.project_reference,
+  };
 }

frontend/src/client/views/shape-list.ts

@@ -196,6 +196,12 @@ interface ApprovalDetail {
   requester_kind?: "user" | "agent";
   decider_name?: string;
   decision_note?: string;
+  // counter_payload + next_request_id — populated on the OLD row of a
+  // suggest-changes pair (t-paliad-216). The new row's id lets us
+  // render a back-link "→ Neuer Vorschlag von {decider}". Both stay
+  // unset on any non-changes_requested status.
+  counter_payload?: Record<string, unknown> | null;
+  next_request_id?: string;
   // Per-viewer eligibility flags resolved server-side against the caller
   // (t-paliad-202). Used to grey out actions the server would reject.
   // Optional so an older payload still renders — falsy means "treat as
@@ -204,6 +210,11 @@ interface ApprovalDetail {
   viewer_is_requester?: boolean;
 }
 
+// Pending-row action set. suggest_changes was added in t-paliad-216 as
+// the fourth action — the approver authors a counter-proposal which
+// becomes a NEW pending row authored by them.
+type ApprovalAction = "approve" | "reject" | "revoke" | "suggest_changes";
+
 function renderApprovalList(rows: ViewRow[]): HTMLElement {
   const ul = document.createElement("ul");
   ul.className = "inbox-list views-approval-list";
@@ -262,13 +273,20 @@ function renderApprovalList(rows: ViewRow[]): HTMLElement {
     actions.className = "inbox-row-actions";
 
     if (detail.status === "pending") {
-      // All three actions are stamped on every pending row; the per-viewer
+      // All four actions are stamped on every pending row; the per-viewer
       // viewer_can_approve / viewer_is_requester flags (resolved server-side)
       // decide which are enabled vs. greyed out with a tooltip. m's ask
       // (2026-05-17): show what's possible but disable what isn't, rather
       // than alert-after-click. The server still enforces — disabled buttons
       // are a UI hint, not a security gate.
+      //
+      // suggest_changes is hidden for non-update lifecycles (the backend
+      // returns ErrSuggestionLifecycleInvalid for create/complete/delete,
+      // so we don't even render the button for them).
       actions.appendChild(approvalActionBtn("approve", detail));
+      if (detail.lifecycle_event === "update") {
+        actions.appendChild(approvalActionBtn("suggest_changes", detail));
+      }
       actions.appendChild(approvalActionBtn("reject", detail));
       actions.appendChild(approvalActionBtn("revoke", detail));
     } else if (detail.status) {
@@ -285,6 +303,22 @@ function renderApprovalList(rows: ViewRow[]): HTMLElement {
     }
     li.appendChild(actions);
 
+    // Back-link from the OLD changes_requested row to the NEW pending
+    // counter row (t-paliad-216). Hydrated server-side as
+    // detail.next_request_id; the surface renders a link that scrolls
+    // / filters to the new row. Falsy next_request_id = no link (e.g.
+    // older rows pre-mig-103, or rows where the server hasn't joined the
+    // back-pointer).
+    if (detail.status === "changes_requested" && detail.next_request_id) {
+      const link = document.createElement("a");
+      link.className = "inbox-row-next-request";
+      link.href = `#request-${detail.next_request_id}`;
+      link.dataset.nextRequestId = detail.next_request_id;
+      const deciderName = detail.decider_name || "";
+      link.textContent = t("approvals.suggest.next_request_link").replace("{name}", deciderName);
+      li.appendChild(link);
+    }
+
     ul.appendChild(li);
   }
   return ul;
@@ -321,17 +355,24 @@ function renderDiff(detail: ApprovalDetail): HTMLElement | null {
 }
 
 function approvalActionBtn(
-  action: "approve" | "reject" | "revoke",
+  action: ApprovalAction,
   detail: ApprovalDetail,
 ): HTMLButtonElement {
   const btn = document.createElement("button");
   btn.type = "button";
   btn.dataset.action = action;
-  const cls = action === "approve" ? "btn-primary" : action === "reject" ? "btn-danger" : "btn-secondary";
+  // suggest_changes shares the secondary style with revoke; reject is
+  // danger (terminal "no"); approve is primary.
+  const cls = action === "approve"
+    ? "btn-primary"
+    : action === "reject"
+      ? "btn-danger"
+      : "btn-secondary";
   btn.className = `btn ${cls} inbox-row-action views-approval-action`;
   btn.textContent = t(("approvals.action." + action) as I18nKey);
 
-  // approve / reject share the eligibility gate; revoke is requester-only.
+  // approve / reject / suggest_changes share the canApprove eligibility
+  // gate; revoke is requester-only.
   const reason = disabledReasonFor(action, detail);
   if (reason) {
     btn.disabled = true;
@@ -341,13 +382,13 @@ function approvalActionBtn(
 }
 
 function disabledReasonFor(
-  action: "approve" | "reject" | "revoke",
+  action: ApprovalAction,
   detail: ApprovalDetail,
 ): I18nKey | null {
   if (action === "revoke") {
     return detail.viewer_is_requester ? null : "approvals.disabled.revoke_not_requester";
   }
-  // approve + reject — same gate as the server's canApprove.
+  // approve / reject / suggest_changes — same gate as the server's canApprove.
   if (detail.viewer_can_approve) return null;
   if (detail.viewer_is_requester) return "approvals.disabled.self_approval";
   return "approvals.disabled.not_authorized";

frontend/src/client/views/shape-timeline-chart.ts

@@ -467,6 +467,11 @@ export function paint(
   }
 
   // Lane separators — horizontal lines between rows + labels in the gutter.
+  // Labels live inside <foreignObject> so HTML/CSS handles ellipsis +
+  // tooltip cleanly. SVG <text> has no auto-clipping and long titles
+  // would bleed into the chart canvas (t-paliad-211).
+  const labelPadding = 8;
+  const labelMaxWidth = Math.max(0, chart.viewport.laneLabelWidth - labelPadding * 2);
   for (let i = 0; i < chart.laneRows.length; i++) {
     const row = chart.laneRows[i];
     if (i > 0) {
@@ -479,13 +484,19 @@ export function paint(
       }));
     }
     if (row.label) {
-      const labelEl = svg("text", {
-        class: "chart-lane-label",
-        x: 8,
-        y: row.y + row.height / 2 + 4,
+      const fo = svg("foreignObject", {
+        class: "chart-lane-label-fo",
+        x: labelPadding,
+        y: row.y,
+        width: labelMaxWidth,
+        height: row.height,
       });
-      labelEl.textContent = row.label;
-      gGrid.appendChild(labelEl);
+      const div = document.createElement("div");
+      div.className = "chart-lane-label";
+      div.textContent = row.label;
+      div.title = row.label;
+      fo.appendChild(div);
+      gGrid.appendChild(fo);
     }
   }
 

frontend/src/client/views/shape-timeline-cv.ts

@@ -7,6 +7,7 @@ import {
 } from "./shape-timeline-chart";
 import type { LaneInfo, TimelineEvent } from "./shape-timeline";
 import type { RenderSpec, ViewRow } from "./types";
+import { t } from "../i18n";
 
 // shape-timeline-cv (t-paliad-177 Slice 4, faraday-Q7) — Custom Views
 // host for the chart renderer.
@@ -23,6 +24,12 @@ import type { RenderSpec, ViewRow } from "./types";
 //
 // Design ref: docs/design-project-chart-2026-05-09.md §8.3 + §11.5 + §13.4.
 
+// Zoom levels in ascending span (t-paliad-211). Width-only — the chart's
+// existing range presets already provide three meaningful zoom levels.
+// Stored in URL as ?tl_zoom=1y|2y|all.
+const ZOOM_LEVELS: RangePreset[] = ["1y", "2y", "all"];
+const ZOOM_PARAM = "tl_zoom";
+
 export function renderTimelineShape(
   host: HTMLElement,
   rows: ReadonlyArray<ViewRow>,
@@ -35,21 +42,127 @@ export function renderTimelineShape(
   const { events, lanes } = adapt(rows);
   const cfg = render.timeline ?? {};
 
+  // Resolve the initial zoom: URL > render spec > "1y" default.
+  const initialZoom = resolveInitialZoom(cfg.range_preset);
+
+  // Toolbar lives above the chart in its own row so it doesn't compete
+  // with the date-axis / lane labels for space.
+  const toolbar = document.createElement("div");
+  toolbar.className = "views-timeline-toolbar";
+  host.appendChild(toolbar);
+
+  const chartHost = document.createElement("div");
+  chartHost.className = "views-timeline-chart-host-inner";
+  host.appendChild(chartHost);
+
   // The CV adapter has no per-project "id" to fetch live timeline data
   // for — we hand mount() a placeholder projectId and the staticData
   // pre-loaded array so it skips the project endpoint entirely. If the
   // user clicks a mark, the renderer's default click handler still
   // resolves /deadlines/{id} / /appointments/{id} from the adapted
   // event's id field, so deep-links land on the correct entity page.
-  return mount(host, {
+  const handle = mount(chartHost, {
     projectId: "cv",
     staticData: { events, lanes },
     palette: (cfg.palette as Palette | undefined) ?? "default",
     density: (cfg.density as Density | undefined) ?? "standard",
-    rangePreset: (cfg.range_preset as RangePreset | undefined) ?? "1y",
+    rangePreset: initialZoom,
     rangeFrom: cfg.range_from,
     rangeTo: cfg.range_to,
   });
+
+  let currentZoom = initialZoom;
+  const setZoom = (next: RangePreset) => {
+    if (next === currentZoom) return;
+    currentZoom = next;
+    handle.setRange(next);
+    writeZoomURL(next);
+    paintToolbar();
+  };
+
+  const paintToolbar = () => {
+    toolbar.innerHTML = "";
+
+    const zoomGroup = document.createElement("div");
+    zoomGroup.className = "views-timeline-zoom-group";
+
+    const zoomLabel = document.createElement("span");
+    zoomLabel.className = "views-timeline-zoom-label";
+    zoomLabel.textContent = t("views.timeline.zoom.label");
+    zoomGroup.appendChild(zoomLabel);
+
+    const zoomOut = document.createElement("button");
+    zoomOut.type = "button";
+    zoomOut.className = "btn-secondary btn-small views-timeline-zoom-btn";
+    zoomOut.setAttribute("aria-label", t("views.timeline.zoom.out"));
+    zoomOut.title = t("views.timeline.zoom.out");
+    zoomOut.textContent = "−";
+    zoomOut.disabled = currentZoom === ZOOM_LEVELS[ZOOM_LEVELS.length - 1];
+    zoomOut.addEventListener("click", () => {
+      const idx = ZOOM_LEVELS.indexOf(currentZoom);
+      if (idx < ZOOM_LEVELS.length - 1) setZoom(ZOOM_LEVELS[idx + 1]);
+    });
+    zoomGroup.appendChild(zoomOut);
+
+    // Active-level chips (1y / 2y / all). Clicking jumps directly.
+    const chips = document.createElement("div");
+    chips.className = "views-timeline-zoom-chips agenda-chip-row";
+    for (const level of ZOOM_LEVELS) {
+      const chip = document.createElement("button");
+      chip.type = "button";
+      chip.className = "agenda-chip views-timeline-zoom-chip"
+        + (level === currentZoom ? " agenda-chip-active" : "");
+      chip.dataset.zoom = level;
+      chip.textContent = t(zoomLevelKey(level));
+      chip.addEventListener("click", () => setZoom(level));
+      chips.appendChild(chip);
+    }
+    zoomGroup.appendChild(chips);
+
+    const zoomIn = document.createElement("button");
+    zoomIn.type = "button";
+    zoomIn.className = "btn-secondary btn-small views-timeline-zoom-btn";
+    zoomIn.setAttribute("aria-label", t("views.timeline.zoom.in"));
+    zoomIn.title = t("views.timeline.zoom.in");
+    zoomIn.textContent = "+";
+    zoomIn.disabled = currentZoom === ZOOM_LEVELS[0];
+    zoomIn.addEventListener("click", () => {
+      const idx = ZOOM_LEVELS.indexOf(currentZoom);
+      if (idx > 0) setZoom(ZOOM_LEVELS[idx - 1]);
+    });
+    zoomGroup.appendChild(zoomIn);
+
+    toolbar.appendChild(zoomGroup);
+  };
+
+  paintToolbar();
+
+  // Apply the URL zoom if it differed from the spec — mount() already
+  // used initialZoom so this is a no-op when URL was empty. But when URL
+  // disagreed with the spec, mount() honoured the URL and the toolbar
+  // already reflects that, so nothing extra to do here.
+
+  return handle;
+}
+
+function zoomLevelKey(level: RangePreset): "views.timeline.zoom.1y" | "views.timeline.zoom.2y" | "views.timeline.zoom.all" {
+  if (level === "1y") return "views.timeline.zoom.1y";
+  if (level === "2y") return "views.timeline.zoom.2y";
+  return "views.timeline.zoom.all";
+}
+
+function resolveInitialZoom(spec: string | undefined): RangePreset {
+  const params = new URLSearchParams(window.location.search);
+  const raw = params.get(ZOOM_PARAM);
+  if (raw && (ZOOM_LEVELS as string[]).includes(raw)) return raw as RangePreset;
+  if (spec && (ZOOM_LEVELS as string[]).includes(spec)) return spec as RangePreset;
+  return "1y";
+}
+
+function writeZoomURL(zoom: RangePreset): void {
+  const url = new URL(window.location.href);
+  url.searchParams.set(ZOOM_PARAM, zoom);
+  history.replaceState(null, "", url.toString());
 }
 
 export interface AdapterResult {

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

@@ -0,0 +1,67 @@
+import { describe, expect, test } from "bun:test";
+import {
+  type CalculatedDeadline,
+  deadlineCardHtml,
+} from "./verfahrensablauf-core";
+
+// Regression tests for the editable→click-to-edit wiring on timeline date
+// cells (m/paliad#59). When CardOpts.editable=true the card renderer must
+// emit `class="… frist-date-edit"` with `data-rule-code` + `data-current-
+// date` on the date span. Pages then attach a delegated click handler that
+// resolves that selector to swap in an inline `<input type="date">`. If a
+// future refactor drops the attrs, /tools/verfahrensablauf and
+// /tools/fristenrechner both silently lose click-to-edit (no script error,
+// nothing happens on click). These tests pin the contract.
+//
+// Fixture leaves ruleRef/legalSource* empty so deadlineCardHtml stays
+// inside its non-DOM code paths (escHtml is DOM-backed and bun test runs
+// in plain Node without jsdom).
+
+const dl = (overrides: Partial<CalculatedDeadline> = {}): CalculatedDeadline => ({
+  code: "upc-rop-12",
+  name: "Klageerwiderung",
+  nameEN: "Statement of Defence",
+  party: "defendant",
+  priority: "mandatory",
+  ruleRef: "",
+  dueDate: "2026-07-15",
+  originalDate: "2026-07-15",
+  wasAdjusted: false,
+  isRootEvent: false,
+  isCourtSet: false,
+  ...overrides,
+});
+
+describe("deadlineCardHtml — editable=true emits click-to-edit attrs", () => {
+  test("date span carries frist-date-edit class + data-rule-code + data-current-date", () => {
+    const html = deadlineCardHtml(dl(), { showParty: true, editable: true });
+    expect(html).toContain('class="timeline-date frist-date-edit"');
+    expect(html).toContain('data-rule-code="upc-rop-12"');
+    expect(html).toContain('data-current-date="2026-07-15"');
+    expect(html).toContain('role="button"');
+    expect(html).toContain('tabindex="0"');
+  });
+
+  test("editable=false (default) emits the date span without click-to-edit attrs", () => {
+    const html = deadlineCardHtml(dl(), { showParty: true });
+    expect(html).toContain("timeline-date");
+    expect(html).not.toContain("data-rule-code=");
+    expect(html).not.toContain('role="button"');
+  });
+
+  test("root event suppresses editable even when editable=true (root has no override semantic)", () => {
+    const html = deadlineCardHtml(dl({ isRootEvent: true }), { showParty: true, editable: true });
+    expect(html).not.toContain("data-rule-code=");
+  });
+
+  test("isCourtSet renders the court-set placeholder with click-to-edit so users can pin a real date", () => {
+    const html = deadlineCardHtml(dl({ isCourtSet: true }), { showParty: true, editable: true });
+    expect(html).toContain("timeline-court-set frist-date-edit");
+    expect(html).toContain('data-rule-code="upc-rop-12"');
+  });
+
+  test("empty rule code with editable=true still suppresses click-to-edit (no anchor target)", () => {
+    const html = deadlineCardHtml(dl({ code: "" }), { showParty: true, editable: true });
+    expect(html).not.toContain("data-rule-code=");
+  });
+});

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

@@ -38,6 +38,14 @@ export interface CalculatedDeadline {
   priority: "mandatory" | "recommended" | "optional" | "informational";
   ruleRef: string;
   legalSource?: string;
+  // legalSourceDisplay is the pretty form ("UPC RoP R.220(1)") produced
+  // by FormatLegalSourceDisplay on the backend. Renderer prefers this
+  // over ruleRef when set; falls back to ruleRef otherwise.
+  legalSourceDisplay?: string;
+  // legalSourceURL is the youpc.org/laws permalink when the cited body
+  // is hosted there (UPCRoP / UPCA / UPCS today). Empty for DE/EPA/EU
+  // bodies — the renderer shows display text without a link.
+  legalSourceURL?: string;
   notes?: string;
   notesEN?: string;
   dueDate: string;
@@ -87,8 +95,21 @@ export function priorityRendering(
 export interface DeadlineResponse {
   proceedingType: string;
   proceedingName: string;
+  // proceedingNameEN: English label of the picked proceeding. Empty
+  // when not populated server-side; frontend falls back to
+  // proceedingName. Used for the "Trigger event" fallback when the
+  // timeline has no root rule. (m/paliad#58)
+  proceedingNameEN?: string;
   triggerDate: string;
   deadlines: CalculatedDeadline[];
+  // contextualNote / contextualNoteEN render as a banner above the
+  // timeline. Populated when the picked proceeding is a sub-track of
+  // another proceeding (e.g. upc.ccr.cfi runs inside upc.inf.cfi with
+  // with_ccr) — the server routes to the parent's rules but keeps the
+  // picked proceeding's identity in the response, and the note
+  // explains the framing. (m/paliad#58)
+  contextualNote?: string;
+  contextualNoteEN?: string;
 }
 
 export interface CourtRow {
@@ -211,6 +232,13 @@ export interface CardOpts {
   // verfahrensablauf abstract-browse surface keeps editable=false because
   // there's no anchor-override state on that page in Slice 1.
   editable?: boolean;
+  // showNotes controls how the per-rule descriptive notes render:
+  //   true  → expanded `<div class="timeline-notes">…</div>` below the card
+  //   false → compact ⓘ icon next to the meta line, full text on hover
+  //           (browser-native `title` attribute) and screen-reader-readable
+  // Page shells expose a toggle ("Hinweise anzeigen") that flips this and
+  // re-renders. Default false — notes are noisy on long timelines.
+  showNotes?: boolean;
 }
 
 export function deadlineCardHtml(dl: CalculatedDeadline, opts: CardOpts): string {
@@ -240,19 +268,35 @@ export function deadlineCardHtml(dl: CalculatedDeadline, opts: CardOpts): string
     ? `<div class="timeline-adjusted">⚠ ${formatAdjustedNote(dl)}</div>`
     : "";
 
-  const ruleRef = dl.ruleRef
-    ? `<span class="timeline-rule">${dl.ruleRef}</span>`
-    : "";
+  // Prefer the structured legalSource (pretty display + youpc.org link
+  // when hosted there) over the bare rule_code fallback. UPC.RoP rules
+  // link to /laws/UPCRoP/<n>; DE / EPA / EU bodies have no youpc home
+  // yet so we render display text plain.
+  const legalDisplay = dl.legalSourceDisplay || "";
+  const legalURL = dl.legalSourceURL || "";
+  let ruleRef = "";
+  if (legalDisplay && legalURL) {
+    ruleRef = `<a class="timeline-rule timeline-rule--link" href="${escAttr(legalURL)}" target="_blank" rel="noopener noreferrer">${escHtml(legalDisplay)}</a>`;
+  } else if (legalDisplay) {
+    ruleRef = `<span class="timeline-rule">${escHtml(legalDisplay)}</span>`;
+  } else if (dl.ruleRef) {
+    ruleRef = `<span class="timeline-rule">${escHtml(dl.ruleRef)}</span>`;
+  }
 
   const noteText = getLang() === "en" ? (dl.notesEN || dl.notes) : dl.notes;
-  const notes = noteText
+  const showNotes = opts.showNotes === true;
+  const notesBlock = noteText && showNotes
     ? `<div class="timeline-notes">${noteText}</div>`
     : "";
+  const noteHint = noteText && !showNotes
+    ? `<span class="timeline-note-hint" tabindex="0" role="note" aria-label="${escAttr(noteText)}" title="${escAttr(noteText)}">ⓘ</span>`
+    : "";
 
-  const meta = (opts.showParty || ruleRef)
+  const meta = (opts.showParty || ruleRef || noteHint)
     ? `<div class="timeline-meta">
         ${opts.showParty ? partyBadge(dl.party) : ""}
         ${ruleRef}
+        ${noteHint}
       </div>`
     : "";
 
@@ -265,7 +309,88 @@ export function deadlineCardHtml(dl: CalculatedDeadline, opts: CardOpts): string
     </div>
     ${meta}
     ${adjustedNote}
-    ${notes}`;
+    ${notesBlock}`;
+}
+
+// ─── inline date editor (click-to-edit per-rule due date) ────────────────
+//
+// The renderer emits `<span class="frist-date-edit" data-rule-code="…"
+// data-current-date="YYYY-MM-DD" role="button" tabindex="0">…</span>` when
+// CardOpts.editable is true. Pages call wireDateEditClicks() on their
+// result container once, and the delegated click/keydown handlers swap a
+// clicked span for a `<input type="date">` editor via openInlineDateEditor.
+// The caller's onCommit callback receives (ruleCode, newValue) — an empty
+// newValue means "revert" (clear the anchor override and let the calculator
+// re-project). The actual recompute is the caller's job — they own the
+// anchor-overrides map + the calc dispatch.
+
+export function openInlineDateEditor(
+  span: HTMLElement,
+  onCommit: (ruleCode: string, newValue: string) => void,
+): void {
+  const ruleCode = span.dataset.ruleCode || "";
+  if (!ruleCode) return;
+  const current = span.dataset.currentDate || "";
+  const editor = document.createElement("input");
+  editor.type = "date";
+  editor.className = "frist-date-edit-input";
+  editor.value = current;
+
+  let done = false;
+  const cancel = () => {
+    if (done) return;
+    done = true;
+    editor.replaceWith(span);
+  };
+  const commit = (newValue: string) => {
+    if (done) return;
+    done = true;
+    onCommit(ruleCode, newValue);
+  };
+
+  editor.addEventListener("blur", () => {
+    if (editor.value !== current) commit(editor.value);
+    else cancel();
+  });
+  editor.addEventListener("keydown", (e) => {
+    const ke = e as KeyboardEvent;
+    if (ke.key === "Enter") {
+      e.preventDefault();
+      editor.blur();
+    } else if (ke.key === "Escape") {
+      e.preventDefault();
+      cancel();
+    }
+  });
+
+  span.replaceWith(editor);
+  editor.focus();
+  if (editor.value) editor.select();
+}
+
+// wireDateEditClicks attaches delegated click + keyboard handlers to the
+// timeline result container so click-to-edit survives every innerHTML
+// rewrite the page does on recalc. Idempotent — re-calling on the same
+// container does nothing (the dataset flag short-circuits).
+export function wireDateEditClicks(
+  container: HTMLElement,
+  onCommit: (ruleCode: string, newValue: string) => void,
+): void {
+  if (container.dataset.dateEditWired === "1") return;
+  container.dataset.dateEditWired = "1";
+  container.addEventListener("click", (e) => {
+    const target = (e.target as HTMLElement).closest<HTMLElement>(".frist-date-edit");
+    if (!target || !target.dataset.ruleCode) return;
+    openInlineDateEditor(target, onCommit);
+  });
+  container.addEventListener("keydown", (e) => {
+    const ke = e as KeyboardEvent;
+    if (ke.key !== "Enter" && ke.key !== " ") return;
+    const target = (e.target as HTMLElement).closest<HTMLElement>(".frist-date-edit");
+    if (!target || !target.dataset.ruleCode) return;
+    e.preventDefault();
+    openInlineDateEditor(target, onCommit);
+  });
 }
 
 export function renderTimelineBody(data: DeadlineResponse, opts: CardOpts = { showParty: true }): string {
@@ -339,7 +464,7 @@ export function renderColumnsBody(data: DeadlineResponse, opts: Omit<CardOpts, "
   unscheduledKeys.sort();
   const keys = [...datedKeys, ...unscheduledKeys];
 
-  const cardOpts: CardOpts = { showParty: false, editable: opts.editable };
+  const cardOpts: CardOpts = { showParty: false, editable: opts.editable, showNotes: opts.showNotes };
 
   const renderCell = (items: CalculatedDeadline[]): string => {
     if (items.length === 0) {
@@ -413,23 +538,23 @@ export async function calculateDeadlines(params: CalcParams): Promise<DeadlineRe
 const courtCache = new Map<string, CourtRow[]>();
 
 export function courtTypesFor(proceedingType: string): string[] {
-  if (proceedingType === "UPC_APP" || proceedingType === "UPC_APP_ORDERS" || proceedingType === "UPC_COST_APPEAL") {
+  if (proceedingType === "upc.apl.merits" || proceedingType === "upc.apl.order" || proceedingType === "upc.apl.cost") {
     return ["UPC-CoA"];
   }
-  if (proceedingType === "UPC_REV") {
+  if (proceedingType === "upc.rev.cfi") {
     return ["UPC-CD", "UPC-LD"];
   }
-  if (proceedingType.startsWith("UPC_")) {
+  if (proceedingType.startsWith("upc.")) {
     return ["UPC-LD"];
   }
   return [];
 }
 
 export function defaultCourtFor(proceedingType: string): string {
-  if (proceedingType === "UPC_APP" || proceedingType === "UPC_APP_ORDERS" || proceedingType === "UPC_COST_APPEAL") {
+  if (proceedingType === "upc.apl.merits" || proceedingType === "upc.apl.order" || proceedingType === "upc.apl.cost") {
     return "upc-coa-luxembourg";
   }
-  if (proceedingType === "UPC_REV") {
+  if (proceedingType === "upc.rev.cfi") {
     return "upc-cd-paris";
   }
   return "upc-ld-muenchen";

frontend/src/components/ProjectFormFields.tsx

@@ -22,6 +22,7 @@ export function ProjectFormFields(): string {
           <option value="patent" data-i18n="projects.type.patent">Patent</option>
           <option value="case" data-i18n="projects.type.case">Verfahren</option>
           <option value="project" data-i18n="projects.type.project">Projekt (generisch)</option>
+          <option value="other" data-i18n="projects.type.other">Sonstiges</option>
         </select>
       </div>
 
@@ -139,6 +140,24 @@ export function ProjectFormFields(): string {
         </div>
       </div>
 
+      {/* Litigation-specific */}
+      <div className="projekt-fields projekt-fields-litigation" id="fields-litigation" style="display:none">
+        <div className="form-field">
+          <label htmlFor="project-opponent-code" data-i18n="projects.field.opponent_code">Gegner-K&uuml;rzel</label>
+          <input
+            type="text"
+            id="project-opponent-code"
+            maxLength={16}
+            pattern="[A-Z0-9-]{1,16}"
+            placeholder="OPNT"
+            data-i18n-placeholder="projects.field.opponent_code.placeholder"
+          />
+          <p className="form-hint" data-i18n="projects.field.opponent_code.hint">
+            Kurzes K&uuml;rzel der Gegenseite (Grossbuchstaben, Ziffern, Bindestriche, max. 16 Zeichen). Wird als mittleres Segment in automatisch abgeleiteten Projekt-Codes verwendet (z.B. EXMPL.OPNT.567.INF.CFI).
+          </p>
+        </div>
+      </div>
+
       {/* Case-specific */}
       <div className="projekt-fields projekt-fields-case" id="fields-case" style="display:none">
         <div className="form-field-row">
@@ -151,20 +170,29 @@ export function ProjectFormFields(): string {
             <input type="text" id="project-case-number" placeholder="UPC_CFI_123/2026" />
           </div>
         </div>
-      </div>
 
-      <div className="form-field">
-        <label htmlFor="project-our-side" data-i18n="projects.field.our_side">Wir vertreten</label>
-        <select id="project-our-side">
-          <option value="" data-i18n="projects.field.our_side.unset">Unbekannt / nicht gesetzt</option>
-          <option value="claimant" data-i18n="projects.field.our_side.claimant">Kl&auml;gerseite</option>
-          <option value="defendant" data-i18n="projects.field.our_side.defendant">Beklagtenseite</option>
-          <option value="court" data-i18n="projects.field.our_side.court">Gericht / Tribunal</option>
-          <option value="both" data-i18n="projects.field.our_side.both">Beide Seiten</option>
-        </select>
-        <p className="form-hint" data-i18n="projects.field.our_side.hint">
-          Bestimmt die Voreinstellung der Perspektive im Fristenrechner-Determinator. L&auml;sst sich dort jederzeit &uuml;berschreiben.
-        </p>
+        <div className="form-field">
+          <label htmlFor="project-our-side" data-i18n="projects.field.client_role">Mandantenrolle</label>
+          <select id="project-our-side">
+            <option value="" data-i18n="projects.field.client_role.unset">Unbekannt</option>
+            <optgroup data-i18n-label="projects.field.client_role.group.active" label="Aktiv (wir greifen an)">
+              <option value="claimant" data-i18n="projects.field.client_role.claimant">Kl&auml;gerseite</option>
+              <option value="applicant" data-i18n="projects.field.client_role.applicant">Antragsteller</option>
+              <option value="appellant" data-i18n="projects.field.client_role.appellant">Berufungsf&uuml;hrer</option>
+            </optgroup>
+            <optgroup data-i18n-label="projects.field.client_role.group.reactive" label="Reaktiv (wir verteidigen)">
+              <option value="defendant" data-i18n="projects.field.client_role.defendant">Beklagtenseite</option>
+              <option value="respondent" data-i18n="projects.field.client_role.respondent">Antragsgegner</option>
+            </optgroup>
+            <optgroup data-i18n-label="projects.field.client_role.group.other" label="Dritte / Sonstige">
+              <option value="third_party" data-i18n="projects.field.client_role.third_party">Streithelfer / Dritter</option>
+              <option value="other" data-i18n="projects.field.client_role.other">Sonstige Beteiligte</option>
+            </optgroup>
+          </select>
+          <p className="form-hint" data-i18n="projects.field.client_role.hint">
+            Bestimmt die Voreinstellung der Perspektive im Fristenrechner-Determinator: Aktiv &rarr; Kl&auml;gerseite, Reaktiv &rarr; Beklagtenseite. L&auml;sst sich dort jederzeit &uuml;berschreiben.
+          </p>
+        </div>
       </div>
 
       <div className="form-field">

frontend/src/dashboard.tsx

@@ -5,12 +5,14 @@ import { BottomNav } from "./components/BottomNav";
 import { Footer } from "./components/Footer";
 import { PWAHead } from "./components/PWAHead";
 
-// The /* __PALIAD_DASHBOARD_DATA__ */ token below is replaced at request time
-// by the Go handler (internal/handlers/dashboard_shell.go) with a JSON blob
-// assigned to window.__PALIAD_DASHBOARD__. Keep the token intact and exactly
-// once in the output.
+// The three /* __PALIAD_DASHBOARD_*__ */ tokens below are replaced at
+// request time by the Go handler (internal/handlers/dashboard_shell.go)
+// with JSON blobs assigned to window.__PALIAD_DASHBOARD__,
+// window.__PALIAD_DASHBOARD_LAYOUT__, and window.__PALIAD_DASHBOARD_CATALOG__.
+// Keep each token intact and exactly once in the output. The latter two
+// power the per-user configurable layout (t-paliad-219).
 const HYDRATION_SCRIPT =
-  "/*__PALIAD_DASHBOARD_DATA__*/";
+  "/*__PALIAD_DASHBOARD_DATA__*//*__PALIAD_DASHBOARD_LAYOUT__*//*__PALIAD_DASHBOARD_CATALOG__*/";
 
 // Chevron used as the collapsible-section disclosure indicator. CSS rotates
 // it 90deg clockwise when the section is open via the
@@ -23,12 +25,13 @@ const ICON_CHEVRON = '<svg viewBox="0 0 24 24" fill="none" stroke="currentColor"
 // renders all sections expanded so unstyled fallback is sensible.
 function CollapsibleSection(props: {
   id: string;
+  widgetKey: string;
   headingI18n: string;
   headingDe: string;
   children: any;
 }): string {
   return (
-    <section className="dashboard-section" data-collapse-key={props.id} aria-expanded="true">
+    <section className="dashboard-section" data-collapse-key={props.id} data-widget-key={props.widgetKey} aria-expanded="true">
       <button type="button" className="dashboard-section-toggle" aria-expanded="true">
         <h3 className="dashboard-section-heading" data-i18n={props.headingI18n}>{props.headingDe}</h3>
         <span className="dashboard-section-chevron" aria-hidden="true"
@@ -73,6 +76,17 @@ export function renderDashboard(): string {
                     <span className="dashboard-date" id="dashboard-date"></span>
                   </p>
                 </div>
+                {/* "Anpassen" toggle (t-paliad-219 Slice B). Off by
+                    default — when on, body.dashboard-editing reveals
+                    drag handles / ↑↓ / x / ⚙ chrome on each widget plus
+                    the edit-footer below the widget stack. */}
+                <button
+                  type="button"
+                  id="dashboard-edit-toggle"
+                  className="btn btn-ghost dashboard-edit-toggle"
+                  aria-pressed="false"
+                  data-i18n="dashboard.edit.toggle"
+                >Anpassen</button>
               </div>
 
               <div id="dashboard-unavailable" className="dashboard-unavailable" style="display:none">
@@ -87,105 +101,184 @@ export function renderDashboard(): string {
                 </p>
               </div>
 
-              {/* Traffic-light deadline summary (4+1: Überfällig conditional + 4 universal — t-paliad-110) */}
-              <CollapsibleSection id="summary" headingI18n="dashboard.summary.heading" headingDe="Fristen auf einen Blick">
-                <div className="dashboard-summary-grid">
-                  <a href="/deadlines?status=overdue" className="dashboard-card dashboard-card-red" id="dashboard-card-overdue">
-                    <div className="dashboard-card-count" id="dashboard-count-overdue">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.overdue">&Uuml;berf&auml;llig</div>
-                  </a>
-                  <a href="/deadlines?status=today" className="dashboard-card dashboard-card-today" id="dashboard-card-today">
-                    <div className="dashboard-card-count" id="dashboard-count-today">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.today">Heute</div>
-                  </a>
-                  <a href="/deadlines?status=this_week" className="dashboard-card dashboard-card-amber" id="dashboard-card-thisweek">
-                    <div className="dashboard-card-count" id="dashboard-count-this-week">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.this_week">Diese Woche</div>
-                  </a>
-                  <a href="/deadlines?status=next_week" className="dashboard-card dashboard-card-green" id="dashboard-card-nextweek">
-                    <div className="dashboard-card-count" id="dashboard-count-next-week">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.next_week">N&auml;chste Woche</div>
-                  </a>
-                  <a href="/deadlines?status=later" className="dashboard-card dashboard-card-later" id="dashboard-card-later">
-                    <div className="dashboard-card-count" id="dashboard-count-later">0</div>
-                    <div className="dashboard-card-label" data-i18n="dashboard.summary.later">Sp&auml;ter</div>
-                  </a>
-                </div>
-              </CollapsibleSection>
-
-              {/* Matter summary card — single tappable card, kept outside the
-                  collapsible scaffold because its h3 is internal to the card
-                  and doubles as the navigation affordance. */}
-              <section className="dashboard-matters">
-                <a href="/projects" className="dashboard-matter-card">
-                  <div className="dashboard-matter-header">
-                    <h3 data-i18n="dashboard.matters.heading">Meine Akten</h3>
-                    <span className="dashboard-matter-arrow" aria-hidden="true">&rarr;</span>
+              {/* Configurable widget grid (t-paliad-227 overhaul). All
+                  widgets live as direct children of the single
+                  .dashboard-grid container so applyLayout can place them
+                  via grid-column/grid-row inline styles. Pre-overhaul
+                  this stack had nested wrappers (.dashboard-columns,
+                  standalone <section>s) that fought the layout engine
+                  and made cross-row drags appear to fail. */}
+              <div className="dashboard-grid" id="dashboard-grid">
+                {/* Traffic-light deadline summary (4+1: Überfällig conditional + 4 universal — t-paliad-110) */}
+                <CollapsibleSection id="summary" widgetKey="deadline-summary" headingI18n="dashboard.summary.heading" headingDe="Fristen auf einen Blick">
+                  <div className="dashboard-summary-grid">
+                    <a href="/deadlines?status=overdue" className="dashboard-card dashboard-card-red" id="dashboard-card-overdue">
+                      <div className="dashboard-card-count" id="dashboard-count-overdue">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.overdue">&Uuml;berf&auml;llig</div>
+                    </a>
+                    <a href="/deadlines?status=today" className="dashboard-card dashboard-card-today" id="dashboard-card-today">
+                      <div className="dashboard-card-count" id="dashboard-count-today">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.today">Heute</div>
+                    </a>
+                    <a href="/deadlines?status=this_week" className="dashboard-card dashboard-card-amber" id="dashboard-card-thisweek">
+                      <div className="dashboard-card-count" id="dashboard-count-this-week">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.this_week">Diese Woche</div>
+                    </a>
+                    <a href="/deadlines?status=next_week" className="dashboard-card dashboard-card-green" id="dashboard-card-nextweek">
+                      <div className="dashboard-card-count" id="dashboard-count-next-week">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.next_week">N&auml;chste Woche</div>
+                    </a>
+                    <a href="/deadlines?status=later" className="dashboard-card dashboard-card-later" id="dashboard-card-later">
+                      <div className="dashboard-card-count" id="dashboard-count-later">0</div>
+                      <div className="dashboard-card-label" data-i18n="dashboard.summary.later">Sp&auml;ter</div>
+                    </a>
                   </div>
-                  <div className="dashboard-matter-stats">
-                    <div>
-                      <div className="dashboard-matter-num" id="dashboard-matter-active">0</div>
-                      <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.active">Aktiv</div>
-                    </div>
-                    <div>
-                      <div className="dashboard-matter-num" id="dashboard-matter-archived">0</div>
-                      <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.archived">Archiviert</div>
-                    </div>
-                    <div>
-                      <div className="dashboard-matter-num" id="dashboard-matter-total">0</div>
-                      <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.total">Gesamt</div>
-                    </div>
-                  </div>
-                </a>
-              </section>
+                </CollapsibleSection>
 
-              {/* Two-column lists — each column is its own collapsible section
-                  so users can hide deadlines or appointments independently.
-                  The .dashboard-columns wrapper is preserved so the grid
-                  layout still applies; collapse hides the body of each col
-                  but leaves the heading row in the grid. */}
-              <div className="dashboard-columns">
-                <CollapsibleSection id="deadlines" headingI18n="dashboard.deadlines.heading" headingDe="Kommende Fristen">
+                {/* Matter summary — uses CollapsibleSection now so it
+                    participates in the grid like every other widget. The
+                    inner card heading was redundant with the section
+                    heading; we keep the stats grid + the projects link. */}
+                <CollapsibleSection id="matters" widgetKey="matter-summary" headingI18n="dashboard.matters.heading" headingDe="Meine Akten">
+                  <a href="/projects" className="dashboard-matter-card">
+                    <div className="dashboard-matter-stats">
+                      <div>
+                        <div className="dashboard-matter-num" id="dashboard-matter-active">0</div>
+                        <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.active">Aktiv</div>
+                      </div>
+                      <div>
+                        <div className="dashboard-matter-num" id="dashboard-matter-archived">0</div>
+                        <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.archived">Archiviert</div>
+                      </div>
+                      <div>
+                        <div className="dashboard-matter-num" id="dashboard-matter-total">0</div>
+                        <div className="dashboard-matter-lbl" data-i18n="dashboard.matters.total">Gesamt</div>
+                      </div>
+                    </div>
+                  </a>
+                </CollapsibleSection>
+
+                <CollapsibleSection id="deadlines" widgetKey="upcoming-deadlines" headingI18n="dashboard.deadlines.heading" headingDe="Kommende Fristen">
                   <ul className="dashboard-list" id="dashboard-deadlines-list"></ul>
+                  <div className="dashboard-calendar" id="dashboard-deadlines-calendar" style="display:none"></div>
                   <p className="dashboard-empty" id="dashboard-deadlines-empty" style="display:none" data-i18n="dashboard.deadlines.empty">
                     Keine Fristen in den n&auml;chsten 7 Tagen.
                   </p>
                 </CollapsibleSection>
 
-                <CollapsibleSection id="appointments" headingI18n="dashboard.appointments.heading" headingDe="Kommende Termine">
+                <CollapsibleSection id="appointments" widgetKey="upcoming-appointments" headingI18n="dashboard.appointments.heading" headingDe="Kommende Termine">
                   <ul className="dashboard-list" id="dashboard-appointments-list"></ul>
+                  <div className="dashboard-calendar" id="dashboard-appointments-calendar" style="display:none"></div>
                   <p className="dashboard-empty" id="dashboard-appointments-empty" style="display:none" data-i18n="dashboard.appointments.empty">
                     Keine Termine in den n&auml;chsten 7 Tagen.
                   </p>
                 </CollapsibleSection>
-              </div>
 
-              {/* Inline Agenda (t-paliad-162). Same item shape as the
-                  standalone /agenda page, rendered via the shared
-                  agenda-render module. The dashboard variant is read-only:
-                  no chip filters, no URL state — a 30-day window of
-                  upcoming items grouped by day. The standalone /agenda
-                  route is unchanged for direct-link compatibility. */}
-              <CollapsibleSection id="agenda" headingI18n="dashboard.agenda.heading" headingDe="Agenda">
-                <div className="dashboard-agenda">
-                  <div className="agenda-timeline" id="dashboard-agenda-timeline" />
-                  <p className="dashboard-empty" id="dashboard-agenda-empty" style="display:none" data-i18n="dashboard.agenda.empty">
-                    Keine F&auml;lligkeiten in den n&auml;chsten 30 Tagen.
+                {/* Inline Agenda (t-paliad-162). Same item shape as the
+                    standalone /agenda page, rendered via the shared
+                    agenda-render module. The dashboard variant is read-only:
+                    no chip filters, no URL state — a 30-day window of
+                    upcoming items grouped by day. The standalone /agenda
+                    route is unchanged for direct-link compatibility. */}
+                <CollapsibleSection id="agenda" widgetKey="inline-agenda" headingI18n="dashboard.agenda.heading" headingDe="Agenda">
+                  <div className="dashboard-agenda">
+                    <div className="agenda-timeline" id="dashboard-agenda-timeline" />
+                    <ul className="dashboard-list" id="dashboard-agenda-list" style="display:none"></ul>
+                    <p className="dashboard-empty" id="dashboard-agenda-empty" style="display:none" data-i18n="dashboard.agenda.empty">
+                      Keine F&auml;lligkeiten in den n&auml;chsten 30 Tagen.
+                    </p>
+                    <p className="dashboard-agenda-link">
+                      <a href="/agenda" data-i18n="dashboard.agenda.full_link">Vollst&auml;ndige Agenda &ouml;ffnen &rarr;</a>
+                    </p>
+                  </div>
+                </CollapsibleSection>
+
+                {/* Inbox-approvals widget (t-paliad-219 — new in v1). The
+                    list mirrors /inbox's "Approver" axis but capped at the
+                    widget's count setting. Renders the empty state when
+                    the user has no open approvals to review. */}
+                <CollapsibleSection id="inbox-approvals" widgetKey="inbox-approvals" headingI18n="dashboard.inbox.heading" headingDe="Offene Freigaben">
+                  <div className="dashboard-inbox">
+                    <p className="dashboard-inbox-summary" id="dashboard-inbox-summary" style="display:none"></p>
+                    <ul className="dashboard-list" id="dashboard-inbox-list"></ul>
+                    <p className="dashboard-empty" id="dashboard-inbox-empty" style="display:none" data-i18n="dashboard.inbox.empty">
+                      Keine offenen Freigaben.
+                    </p>
+                    <p className="dashboard-agenda-link">
+                      <a href="/inbox" data-i18n="dashboard.inbox.full_link">Vollst&auml;ndigen Posteingang &ouml;ffnen &rarr;</a>
+                    </p>
+                  </div>
+                </CollapsibleSection>
+
+                {/* Activity feed — moved under Agenda per m's design call
+                    (t-paliad-162). */}
+                <CollapsibleSection id="activity" widgetKey="recent-activity" headingI18n="dashboard.activity.heading" headingDe="Letzte Aktivität">
+                  <ul className="dashboard-activity-list" id="dashboard-activity-list"></ul>
+                  <p className="dashboard-empty" id="dashboard-activity-empty" style="display:none" data-i18n="dashboard.activity.empty">
+                    Noch keine Aktivit&auml;t erfasst.
+                  </p>
+                </CollapsibleSection>
+
+                {/* Pinned-projects widget (t-paliad-219 Slice C). Reads
+                    PinService via DashboardData.pinned_projects (server-
+                    joined to titles + refs). Default-hidden — users opt
+                    in via the picker. */}
+                <CollapsibleSection id="pinned-projects" widgetKey="pinned-projects" headingI18n="dashboard.pinned.heading" headingDe="Angepinnte Akten">
+                  <ul className="dashboard-list" id="dashboard-pinned-list"></ul>
+                  <p className="dashboard-empty" id="dashboard-pinned-empty" style="display:none" data-i18n="dashboard.pinned.empty">
+                    Noch keine Akten angepinnt.
                   </p>
                   <p className="dashboard-agenda-link">
-                    <a href="/agenda" data-i18n="dashboard.agenda.full_link">Vollst&auml;ndige Agenda &ouml;ffnen &rarr;</a>
+                    <a href="/projects" data-i18n="dashboard.pinned.full_link">Alle Akten &ouml;ffnen &rarr;</a>
                   </p>
-                </div>
-              </CollapsibleSection>
+                </CollapsibleSection>
 
-              {/* Activity feed — moved under Agenda per m's design call
-                  (t-paliad-162). */}
-              <CollapsibleSection id="activity" headingI18n="dashboard.activity.heading" headingDe="Letzte Aktivität">
-                <ul className="dashboard-activity-list" id="dashboard-activity-list"></ul>
-                <p className="dashboard-empty" id="dashboard-activity-empty" style="display:none" data-i18n="dashboard.activity.empty">
-                  Noch keine Aktivit&auml;t erfasst.
-                </p>
-              </CollapsibleSection>
+                {/* Quick-actions widget (t-paliad-219 Slice C). Pure UI;
+                    no backend data path. Default-hidden — surfaced via the
+                    picker. */}
+                <CollapsibleSection id="quick-actions" widgetKey="quick-actions" headingI18n="dashboard.quick.heading" headingDe="Schnellzugriff">
+                  <div className="dashboard-quick-actions">
+                    <a href="/projects/new" className="btn btn-primary dashboard-quick-btn" data-i18n="dashboard.quick.new_project">+ Akte</a>
+                    <a href="/deadlines/new" className="btn btn-secondary dashboard-quick-btn" data-i18n="dashboard.quick.new_deadline">+ Frist</a>
+                    <a href="/appointments/new" className="btn btn-secondary dashboard-quick-btn" data-i18n="dashboard.quick.new_appointment">+ Termin</a>
+                  </div>
+                </CollapsibleSection>
+              </div>
+
+              {/* Edit-mode footer (t-paliad-219 Slice B). Hidden via CSS
+                  unless body.dashboard-editing — see dashboard.ts.
+                  Slice C added the admin "Promote to firm default"
+                  button — it stays hidden unless data.user.global_role
+                  is 'global_admin'; dashboard.ts toggles it. */}
+              <div id="dashboard-edit-footer" className="dashboard-edit-footer">
+                <button
+                  type="button"
+                  id="dashboard-edit-add"
+                  className="btn btn-secondary dashboard-edit-add"
+                  data-i18n="dashboard.edit.add_widget"
+                >Widget hinzuf&uuml;gen</button>
+                <button
+                  type="button"
+                  id="dashboard-edit-promote"
+                  className="btn btn-ghost dashboard-edit-promote"
+                  style="display:none"
+                  data-i18n="dashboard.edit.promote"
+                >Als Firmen-Standard speichern</button>
+                <button
+                  type="button"
+                  id="dashboard-edit-reset"
+                  className="dashboard-edit-reset-link"
+                  data-i18n="dashboard.edit.reset"
+                >Auf Standard zur&uuml;cksetzen</button>
+              </div>
+
+              {/* Save toast slot — managed by dashboard.ts. */}
+              <div
+                id="dashboard-save-toast"
+                className="dashboard-save-toast"
+                role="status"
+                aria-live="polite"
+              ></div>
             </div>
           </section>
         </main>

frontend/src/deadlines-calendar.tsx

@@ -1,84 +0,0 @@
-import { h } from "./jsx";
-import { Sidebar } from "./components/Sidebar";
-import { PaliadinWidget } from "./components/PaliadinWidget";
-import { BottomNav } from "./components/BottomNav";
-import { Footer } from "./components/Footer";
-import { PWAHead } from "./components/PWAHead";
-
-export function renderDeadlinesCalendar(): string {
-  return "<!DOCTYPE html>" + (
-    <html lang="de">
-      <head>
-        <meta charset="UTF-8" />
-        <meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover" />
-        <meta name="theme-color" content="#BFF355" />
-        <meta name="apple-mobile-web-app-capable" content="yes" />
-        <meta name="apple-mobile-web-app-status-bar-style" content="default" />
-        <PWAHead />
-        <title data-i18n="deadlines.kalender.title">Fristenkalender &mdash; Paliad</title>
-        <link rel="stylesheet" href="/assets/global.css" />
-      </head>
-      <body className="has-sidebar">
-        <Sidebar currentPath="/events?type=deadline" />
-        <BottomNav currentPath="/events?type=deadline" />
-
-        <main>
-          <section className="tool-page">
-            <div className="container">
-              <div className="tool-header">
-                <div className="entity-header-row">
-                  <div>
-                    <h1 data-i18n="deadlines.kalender.heading">Fristenkalender</h1>
-                    <p className="tool-subtitle" data-i18n="deadlines.kalender.subtitle">
-                      Monats&uuml;bersicht aller Fristen Ihrer Akten.
-                    </p>
-                  </div>
-                  <div className="fristen-header-actions">
-                    <a href="/events?type=deadline" className="btn-secondary" data-i18n="deadlines.kalender.list">Listenansicht</a>
-                    <a href="/deadlines/new" className="btn-primary btn-cta-lime" data-i18n="deadlines.list.new">Neue Frist</a>
-                  </div>
-                </div>
-              </div>
-
-              <div className="frist-calendar-controls">
-                <button type="button" id="cal-prev" className="btn-secondary btn-small" aria-label="Vorheriger Monat">&larr;</button>
-                <h2 id="cal-month-label" className="frist-cal-month-label" />
-                <button type="button" id="cal-next" className="btn-secondary btn-small" aria-label="N&auml;chster Monat">&rarr;</button>
-                <button type="button" id="cal-today" className="btn-secondary btn-small" data-i18n="deadlines.kalender.today">Heute</button>
-              </div>
-
-              <div className="frist-calendar" id="deadline-calendar">
-                <div className="frist-cal-weekday" data-i18n="cal.day.mon">Mo</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.tue">Di</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.wed">Mi</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.thu">Do</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.fri">Fr</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.sat">Sa</div>
-                <div className="frist-cal-weekday" data-i18n="cal.day.sun">So</div>
-                <div id="deadline-cal-grid" className="frist-cal-grid" />
-              </div>
-
-              <p className="entity-events-empty" id="deadline-cal-empty" style="display:none" data-i18n="deadlines.kalender.empty">
-                Keine Fristen im ausgew&auml;hlten Zeitraum.
-              </p>
-
-              <div className="modal-overlay" id="cal-popup" style="display:none">
-                <div className="modal-card">
-                  <div className="modal-header">
-                    <h2 id="cal-popup-date" />
-                    <button className="modal-close" id="cal-popup-close" type="button">&times;</button>
-                  </div>
-                  <ul className="frist-cal-popup-list" id="cal-popup-list" />
-                </div>
-              </div>
-            </div>
-          </section>
-        </main>
-
-        <Footer />
-        <PaliadinWidget />
-        <script src="/assets/deadlines-calendar.js"></script>
-      </body>
-    </html>
-  );
-}

frontend/src/deadlines-detail.tsx

@@ -82,15 +82,21 @@ export function renderDeadlinesDetail(): string {
                       <input type="date" id="deadline-due-edit" style="display:none" />
                     </dd>
 
-                    <dt data-i18n="deadlines.detail.rule">Regel</dt>
-                    <dd id="deadline-rule-display">&mdash;</dd>
-
+                    {/* m/paliad#56 — Verfahrenshandlung block.
+                        Event type (parent concept) renders first; rule
+                        sits beneath as the citation under that event
+                        type. Editor splits them back into separate
+                        pickers but the read-only stack reads as one
+                        compound "Typ — Regel" surface. */}
                     <dt data-i18n="deadlines.field.event_type">Typ (optional)</dt>
                     <dd>
                       <span id="deadline-event-types-display">&mdash;</span>
                       <div id="deadline-event-types-edit" className="event-type-picker-host" style="display:none" />
                     </dd>
 
+                    <dt data-i18n="deadlines.detail.rule">Regel</dt>
+                    <dd id="deadline-rule-display">&mdash;</dd>
+
                     <dt data-i18n="deadlines.detail.source">Quelle</dt>
                     <dd id="deadline-source-display" />
 

frontend/src/deadlines-new.tsx

@@ -101,18 +101,19 @@ export function renderDeadlinesNew(): string {
                   </p>
                 </div>
 
-                <div className="form-field-row">
-                  <div className="form-field">
-                    <label htmlFor="deadline-due" data-i18n="deadlines.field.due">F&auml;lligkeitsdatum</label>
-                    <input type="date" id="deadline-due" required />
-                  </div>
+                {/* m/paliad#56 — Regel sits directly beneath the Typ
+                    picker so the parent/child relationship reads at a
+                    glance. Due date is its own row below. */}
+                <div className="form-field">
+                  <label htmlFor="deadline-rule" data-i18n="deadlines.field.rule">Regel (optional)</label>
+                  <select id="deadline-rule">
+                    <option value="" data-i18n="deadlines.field.rule.none">Keine Regel</option>
+                  </select>
+                </div>
 
-                  <div className="form-field">
-                    <label htmlFor="deadline-rule" data-i18n="deadlines.field.rule">Regel (optional)</label>
-                    <select id="deadline-rule">
-                      <option value="" data-i18n="deadlines.field.rule.none">Keine Regel</option>
-                    </select>
-                  </div>
+                <div className="form-field">
+                  <label htmlFor="deadline-due" data-i18n="deadlines.field.due">F&auml;lligkeitsdatum</label>
+                  <input type="date" id="deadline-due" required />
                 </div>
 
                 <div className="form-field">

frontend/src/events.tsx

@@ -236,37 +236,10 @@ export function renderEvents(): string {
                 </table>
               </div>
 
-              <div id="events-calendar-wrap" className="events-calendar-wrap" hidden>
-                <div className="frist-calendar-controls">
-                  <button type="button" id="events-cal-prev" className="btn-secondary btn-small" aria-label="Vorheriger Monat">&larr;</button>
-                  <h2 id="events-cal-month-label" className="frist-cal-month-label" />
-                  <button type="button" id="events-cal-next" className="btn-secondary btn-small" aria-label="N&auml;chster Monat">&rarr;</button>
-                  <button type="button" id="events-cal-today" className="btn-secondary btn-small" data-i18n="deadlines.kalender.today">Heute</button>
-                </div>
-                <div className="frist-calendar">
-                  <div className="frist-cal-weekday" data-i18n="cal.day.mon">Mo</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.tue">Di</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.wed">Mi</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.thu">Do</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.fri">Fr</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.sat">Sa</div>
-                  <div className="frist-cal-weekday" data-i18n="cal.day.sun">So</div>
-                  <div id="events-cal-grid" className="frist-cal-grid" />
-                </div>
-                <p className="entity-events-empty" id="events-cal-empty" hidden data-i18n="events.calendar.empty">
-                  Keine Eintr&auml;ge im ausgew&auml;hlten Zeitraum.
-                </p>
-              </div>
-
-              <div className="modal-overlay" id="events-cal-popup" style="display:none">
-                <div className="modal-card">
-                  <div className="modal-header">
-                    <h2 id="events-cal-popup-date" />
-                    <button className="modal-close" id="events-cal-popup-close" type="button" aria-label="Close">&times;</button>
-                  </div>
-                  <ul className="frist-cal-popup-list" id="events-cal-popup-list" />
-                </div>
-              </div>
+              {/* Calendar host — mountCalendar() (t-paliad-224) builds the
+                  month/week/day grid + toolbar into this container when
+                  the Kalender view chip is active. Empty until then. */}
+              <div id="events-calendar-wrap" className="events-calendar-wrap" hidden />
 
               <div className="entity-empty" id="events-empty" style="display:none">
                 <h2 data-i18n="events.empty.title">Keine Eintr&auml;ge vorhanden</h2>

frontend/src/fristenrechner.tsx

@@ -54,34 +54,44 @@ function quickChip(c: QuickChip): string {
 }
 
 const UPC_TYPES: ProceedingDef[] = [
-  { code: "UPC_INF", i18nKey: "deadlines.upc_inf", name: "Verletzungsverfahren" },
-  { code: "UPC_REV", i18nKey: "deadlines.upc_rev", name: "Nichtigkeitsklage" },
-  { code: "UPC_PI", i18nKey: "deadlines.upc_pi", name: "Einstw. Ma\u00dfnahmen" },
-  { code: "UPC_APP", i18nKey: "deadlines.upc_app", name: "Berufung" },
-  { code: "UPC_DAMAGES", i18nKey: "deadlines.upc_damages", name: "Schadensbemessung" },
-  { code: "UPC_DISCOVERY", i18nKey: "deadlines.upc_discovery", name: "Bucheinsicht" },
-  { code: "UPC_COST_APPEAL", i18nKey: "deadlines.upc_cost_appeal", name: "Berufung Kosten" },
-  { code: "UPC_APP_ORDERS", i18nKey: "deadlines.upc_app_orders", name: "Berufung Anordnungen" },
+  { code: "upc.inf.cfi",    i18nKey: "deadlines.upc.inf.cfi",    name: "Verletzungsverfahren" },
+  { code: "upc.rev.cfi",    i18nKey: "deadlines.upc.rev.cfi",    name: "Nichtigkeitsklage" },
+  { code: "upc.ccr.cfi",    i18nKey: "deadlines.upc.ccr.cfi",    name: "Widerklage auf Nichtigkeit" },
+  { code: "upc.pi.cfi",     i18nKey: "deadlines.upc.pi.cfi",     name: "Einstw. Ma\u00dfnahmen" },
+  { code: "upc.apl.merits", i18nKey: "deadlines.upc.apl.merits", name: "Berufung" },
+  { code: "upc.dmgs.cfi",   i18nKey: "deadlines.upc.dmgs.cfi",   name: "Schadensbemessung" },
+  { code: "upc.disc.cfi",   i18nKey: "deadlines.upc.disc.cfi",   name: "Bucheinsicht" },
+  { code: "upc.apl.cost",   i18nKey: "deadlines.upc.apl.cost",   name: "Berufung Kosten" },
+  { code: "upc.apl.order",  i18nKey: "deadlines.upc.apl.order",  name: "Berufung Anordnungen" },
 ];
 
-const DE_TYPES: ProceedingDef[] = [
-  { code: "DE_INF",      i18nKey: "deadlines.de_inf",      name: "Verletzungsklage (LG)" },
-  { code: "DE_INF_OLG",  i18nKey: "deadlines.de_inf_olg",  name: "Berufung OLG" },
-  { code: "DE_INF_BGH",  i18nKey: "deadlines.de_inf_bgh",  name: "Revision/NZB BGH" },
-  { code: "DE_NULL",     i18nKey: "deadlines.de_null",     name: "Nichtigkeitsverfahren" },
-  { code: "DE_NULL_BGH", i18nKey: "deadlines.de_null_bgh", name: "Berufung BGH (Nichtigk.)" },
+// DE proceedings split by type (Verletzung / Nichtigkeit) per m's
+// 2026-05-18 ask. Labels are parallel: <court> (<procedural role>),
+// so a user scanning the picker sees the instance-and-role at a glance
+// without one tile reading "Berufung OLG" and another "Nichtigkeits-
+// verfahren". Sub-group headers convey the type grouping. Combined-
+// timeline behaviour (LG→OLG→BGH as one calc) is filed as m/paliad#41.
+const DE_INF_TYPES: ProceedingDef[] = [
+  { code: "de.inf.lg",     i18nKey: "deadlines.de.inf.lg",     name: "LG (1. Instanz)" },
+  { code: "de.inf.olg",    i18nKey: "deadlines.de.inf.olg",    name: "OLG (Berufung)" },
+  { code: "de.inf.bgh",    i18nKey: "deadlines.de.inf.bgh",    name: "BGH (Revision / NZB)" },
+];
+
+const DE_NULL_TYPES: ProceedingDef[] = [
+  { code: "de.null.bpatg", i18nKey: "deadlines.de.null.bpatg", name: "BPatG (1. Instanz)" },
+  { code: "de.null.bgh",   i18nKey: "deadlines.de.null.bgh",   name: "BGH (Berufung)" },
 ];
 
 const EPA_TYPES: ProceedingDef[] = [
-  { code: "EPA_OPP", i18nKey: "deadlines.epa_opp", name: "Einspruchsverfahren" },
-  { code: "EPA_APP", i18nKey: "deadlines.epa_app", name: "Beschwerdeverfahren" },
-  { code: "EP_GRANT", i18nKey: "deadlines.ep_grant", name: "EP-Erteilungsverfahren" },
+  { code: "epa.opp.opd",   i18nKey: "deadlines.epa.opp.opd",   name: "Einspruchsverfahren" },
+  { code: "epa.opp.boa",   i18nKey: "deadlines.epa.opp.boa",   name: "Beschwerdeverfahren" },
+  { code: "epa.grant.exa", i18nKey: "deadlines.epa.grant.exa", name: "EP-Erteilungsverfahren" },
 ];
 
 const DPMA_TYPES: ProceedingDef[] = [
-  { code: "DPMA_OPP",              i18nKey: "deadlines.dpma_opp",              name: "Einspruch DPMA" },
-  { code: "DPMA_BPATG_BESCHWERDE", i18nKey: "deadlines.dpma_bpatg_beschwerde", name: "Beschwerde BPatG (DPMA)" },
-  { code: "DPMA_BGH_RB",           i18nKey: "deadlines.dpma_bgh_rb",           name: "Rechtsbeschwerde BGH" },
+  { code: "dpma.opp.dpma",     i18nKey: "deadlines.dpma.opp.dpma",     name: "Einspruch DPMA" },
+  { code: "dpma.appeal.bpatg", i18nKey: "deadlines.dpma.appeal.bpatg", name: "Beschwerde BPatG (DPMA)" },
+  { code: "dpma.appeal.bgh",   i18nKey: "deadlines.dpma.appeal.bgh",   name: "Rechtsbeschwerde BGH" },
 ];
 
 export function renderFristenrechner(): string {
@@ -151,19 +161,19 @@ export function renderFristenrechner(): string {
                 <div className="fristen-adhoc-chips" role="group" aria-label="Ad-hoc proceeding">
                   <button type="button" className="fristen-adhoc-chip" data-ad-hoc="upc"
                           data-i18n="deadlines.step1.adhoc.upc">
-                    Custom UPC proceeding
+                    UPC proceeding
                   </button>
                   <button type="button" className="fristen-adhoc-chip" data-ad-hoc="de"
                           data-i18n="deadlines.step1.adhoc.de">
-                    Custom DE proceeding
+                    DE proceeding
                   </button>
                   <button type="button" className="fristen-adhoc-chip" data-ad-hoc="epa"
                           data-i18n="deadlines.step1.adhoc.epa">
-                    Custom EPA proceeding
+                    EPA proceeding
                   </button>
                   <button type="button" className="fristen-adhoc-chip" data-ad-hoc="dpma"
                           data-i18n="deadlines.step1.adhoc.dpma">
-                    Custom DPMA proceeding
+                    DPMA proceeding
                   </button>
                 </div>
               </div>
@@ -424,8 +434,17 @@ export function renderFristenrechner(): string {
 
                   <div className="proceeding-group" data-forum="de">
                     <h4 data-i18n="deadlines.de">Deutsche Gerichte</h4>
-                    <div className="proceeding-btns">
-                      {DE_TYPES.map((p) => proceedingBtn(p))}
+                    <div className="proceeding-subgroup">
+                      <h5 className="proceeding-subgroup-heading" data-i18n="deadlines.de.group.inf">Verletzungsverfahren</h5>
+                      <div className="proceeding-btns">
+                        {DE_INF_TYPES.map((p) => proceedingBtn(p))}
+                      </div>
+                    </div>
+                    <div className="proceeding-subgroup">
+                      <h5 className="proceeding-subgroup-heading" data-i18n="deadlines.de.group.null">Nichtigkeitsverfahren</h5>
+                      <div className="proceeding-btns">
+                        {DE_NULL_TYPES.map((p) => proceedingBtn(p))}
+                      </div>
                     </div>
                   </div>
 
@@ -466,7 +485,10 @@ export function renderFristenrechner(): string {
 
                   <div className="date-input-group">
                     <div className="date-field-row">
-                      <label htmlFor="trigger-event" className="date-label" data-i18n="deadlines.trigger.event">Ausl&ouml;sendes Ereignis:</label>
+                      {/* Read-only caption labelling the value <span>. Not a
+                          <label htmlFor> — m/paliad#60: <label for=…> must
+                          point at a labelable form control, never a span. */}
+                      <span className="date-label" data-i18n="deadlines.trigger.event">Ausl&ouml;sendes Ereignis:</span>
                       <span id="trigger-event" className="trigger-event-name">&mdash;</span>
                     </div>
                     <div className="date-field-row">
@@ -527,6 +549,10 @@ export function renderFristenrechner(): string {
                       <input type="radio" name="fristen-view" value="timeline" />
                       <span data-i18n="deadlines.view.timeline">Zeitstrahl</span>
                     </label>
+                    <label className="fristen-notes-option">
+                      <input type="checkbox" id="fristen-notes-show" />
+                      <span data-i18n="deadlines.notes.show">Hinweise anzeigen</span>
+                    </label>
                   </div>
 
                   <div id="timeline-container">

frontend/src/i18n-keys.ts

@@ -268,12 +268,13 @@ export type I18nKey =
   | "admin.partner_units.new.heading"
   | "admin.partner_units.subtitle"
   | "admin.partner_units.title"
-  | "admin.rules.col.code"
+  | "admin.rules.col.legal_citation"
   | "admin.rules.col.lifecycle"
   | "admin.rules.col.modified"
   | "admin.rules.col.name"
   | "admin.rules.col.priority"
   | "admin.rules.col.proceeding"
+  | "admin.rules.col.submission_code"
   | "admin.rules.edit.action.archive"
   | "admin.rules.edit.action.archive.error"
   | "admin.rules.edit.action.archive.ok"
@@ -309,7 +310,6 @@ export type I18nKey =
   | "admin.rules.edit.field.alt_duration_value"
   | "admin.rules.edit.field.alt_rule_code"
   | "admin.rules.edit.field.anchor_alt"
-  | "admin.rules.edit.field.code"
   | "admin.rules.edit.field.combine_op"
   | "admin.rules.edit.field.concept"
   | "admin.rules.edit.field.condition.valid"
@@ -335,6 +335,7 @@ export type I18nKey =
   | "admin.rules.edit.field.spawn_label"
   | "admin.rules.edit.field.spawn_proceeding"
   | "admin.rules.edit.field.spawn_proceeding.none"
+  | "admin.rules.edit.field.submission_code"
   | "admin.rules.edit.field.timing"
   | "admin.rules.edit.field.trigger"
   | "admin.rules.edit.field.trigger.none"
@@ -439,7 +440,23 @@ export type I18nKey =
   | "admin.section.planned"
   | "admin.subtitle"
   | "admin.team.add.direct"
+  | "admin.team.add.full"
   | "admin.team.add.invite"
+  | "admin.team.add_full.body"
+  | "admin.team.add_full.cancel"
+  | "admin.team.add_full.email"
+  | "admin.team.add_full.error.email_exists"
+  | "admin.team.add_full.error.generic"
+  | "admin.team.add_full.error.unavailable"
+  | "admin.team.add_full.feedback.added"
+  | "admin.team.add_full.job_title"
+  | "admin.team.add_full.lang"
+  | "admin.team.add_full.name"
+  | "admin.team.add_full.office"
+  | "admin.team.add_full.profession"
+  | "admin.team.add_full.send_welcome"
+  | "admin.team.add_full.submit"
+  | "admin.team.add_full.title"
   | "admin.team.col.actions"
   | "admin.team.col.additional"
   | "admin.team.col.created"
@@ -485,6 +502,13 @@ export type I18nKey =
   | "agenda.appointment_type.deadline_hearing"
   | "agenda.appointment_type.hearing"
   | "agenda.appointment_type.meeting"
+  | "agenda.day.di"
+  | "agenda.day.do"
+  | "agenda.day.fr"
+  | "agenda.day.mi"
+  | "agenda.day.mo"
+  | "agenda.day.sa"
+  | "agenda.day.so"
   | "agenda.day.today"
   | "agenda.day.tomorrow"
   | "agenda.empty.hint"
@@ -554,12 +578,6 @@ export type I18nKey =
   | "appointments.filter.type"
   | "appointments.filter.type.all"
   | "appointments.form.approval_hint"
-  | "appointments.kalender.empty"
-  | "appointments.kalender.heading"
-  | "appointments.kalender.list"
-  | "appointments.kalender.subtitle"
-  | "appointments.kalender.title"
-  | "appointments.list.calendar"
   | "appointments.list.heading"
   | "appointments.list.new"
   | "appointments.list.subtitle"
@@ -582,6 +600,7 @@ export type I18nKey =
   | "approvals.action.approve"
   | "approvals.action.reject"
   | "approvals.action.revoke"
+  | "approvals.action.suggest_changes"
   | "approvals.agent.byline"
   | "approvals.agent.label"
   | "approvals.agent.suggestion_pending"
@@ -594,6 +613,7 @@ export type I18nKey =
   | "approvals.disabled.not_authorized"
   | "approvals.disabled.revoke_not_requester"
   | "approvals.disabled.self_approval"
+  | "approvals.disabled.suggest_lifecycle"
   | "approvals.empty.mine"
   | "approvals.empty.pending_mine"
   | "approvals.entity.appointment"
@@ -604,6 +624,8 @@ export type I18nKey =
   | "approvals.error.not_authorized"
   | "approvals.error.request_not_pending"
   | "approvals.error.self_approval"
+  | "approvals.error.suggestion_lifecycle_invalid"
+  | "approvals.error.suggestion_requires_change"
   | "approvals.heading"
   | "approvals.lifecycle.complete"
   | "approvals.lifecycle.create"
@@ -630,11 +652,33 @@ export type I18nKey =
   | "approvals.required_role.pa"
   | "approvals.required_role.senior_pa"
   | "approvals.status.approved"
+  | "approvals.status.changes_requested"
   | "approvals.status.pending"
   | "approvals.status.rejected"
   | "approvals.status.revoked"
   | "approvals.status.superseded"
   | "approvals.subtitle"
+  | "approvals.suggest.cancel"
+  | "approvals.suggest.context.approval_status"
+  | "approvals.suggest.context.project"
+  | "approvals.suggest.context.requested_at"
+  | "approvals.suggest.context.requester"
+  | "approvals.suggest.event_type_picker_unavailable"
+  | "approvals.suggest.field.description"
+  | "approvals.suggest.field.original_due_date"
+  | "approvals.suggest.field.rule_code"
+  | "approvals.suggest.field.warning_date"
+  | "approvals.suggest.intro"
+  | "approvals.suggest.modal_title"
+  | "approvals.suggest.next_request_link"
+  | "approvals.suggest.note_label"
+  | "approvals.suggest.note_placeholder"
+  | "approvals.suggest.section.context"
+  | "approvals.suggest.section.editable"
+  | "approvals.suggest.section.event_type_rule"
+  | "approvals.suggest.submit"
+  | "approvals.suggest.submit_disabled_hint"
+  | "approvals.suggest.unsupported_lifecycle"
   | "approvals.tab.mine"
   | "approvals.tab.pending_mine"
   | "approvals.title"
@@ -652,8 +696,13 @@ export type I18nKey =
   | "bottomnav.add.title"
   | "bottomnav.badge.deadlines"
   | "bottomnav.menu"
+  | "cal.day.back_to_month"
   | "cal.day.fri"
   | "cal.day.mon"
+  | "cal.day.next"
+  | "cal.day.no_entries"
+  | "cal.day.open_day"
+  | "cal.day.prev"
   | "cal.day.sat"
   | "cal.day.sun"
   | "cal.day.thu"
@@ -671,6 +720,51 @@ export type I18nKey =
   | "cal.month.7"
   | "cal.month.8"
   | "cal.month.9"
+  | "cal.month.next"
+  | "cal.month.prev"
+  | "cal.today"
+  | "cal.view.day"
+  | "cal.view.month"
+  | "cal.view.week"
+  | "cal.week.next"
+  | "cal.week.prev"
+  | "caldav.bindings.add"
+  | "caldav.bindings.card.edit"
+  | "caldav.bindings.card.enabled"
+  | "caldav.bindings.card.remove"
+  | "caldav.bindings.delete.confirm"
+  | "caldav.bindings.delete.failed"
+  | "caldav.bindings.empty"
+  | "caldav.bindings.error.create_name_required"
+  | "caldav.bindings.error.create_name_taken"
+  | "caldav.bindings.error.create_unsupported"
+  | "caldav.bindings.error.path"
+  | "caldav.bindings.error.scope"
+  | "caldav.bindings.error.scope_project"
+  | "caldav.bindings.heading"
+  | "caldav.bindings.hint"
+  | "caldav.bindings.modal.add_title"
+  | "caldav.bindings.modal.display_name"
+  | "caldav.bindings.modal.display_name.placeholder"
+  | "caldav.bindings.modal.edit_title"
+  | "caldav.bindings.modal.scope"
+  | "caldav.bindings.modal.scope.all_visible"
+  | "caldav.bindings.modal.scope.personal_only"
+  | "caldav.bindings.modal.scope.project"
+  | "caldav.bindings.modal.scope.project.loading"
+  | "caldav.bindings.modal.source"
+  | "caldav.bindings.modal.source.create"
+  | "caldav.bindings.modal.source.custom"
+  | "caldav.bindings.modal.source.degrade"
+  | "caldav.bindings.modal.source.discover_empty"
+  | "caldav.bindings.modal.source.discover_failed"
+  | "caldav.bindings.modal.source.existing"
+  | "caldav.bindings.modal.source.loading"
+  | "caldav.bindings.modal.submit_add"
+  | "caldav.bindings.modal.submit_edit"
+  | "caldav.bindings.scope.all_visible"
+  | "caldav.bindings.scope.personal_only"
+  | "caldav.bindings.scope.project"
   | "caldav.delete"
   | "caldav.delete.confirm"
   | "caldav.delete.done"
@@ -713,7 +807,54 @@ export type I18nKey =
   | "changelog.tag.feature"
   | "changelog.tag.fix"
   | "changelog.title"
+  | "checklisten.author.cancel"
+  | "checklisten.author.error.generic"
+  | "checklisten.author.error.no_groups"
+  | "checklisten.author.error.notfound"
+  | "checklisten.author.error.title"
+  | "checklisten.author.field.court"
+  | "checklisten.author.field.deadline"
+  | "checklisten.author.field.description"
+  | "checklisten.author.field.lang"
+  | "checklisten.author.field.reference"
+  | "checklisten.author.field.regime"
+  | "checklisten.author.field.title"
+  | "checklisten.author.field.title.hint"
+  | "checklisten.author.field.visibility"
+  | "checklisten.author.group.remove"
+  | "checklisten.author.group.title"
+  | "checklisten.author.groups.add"
+  | "checklisten.author.groups.heading"
+  | "checklisten.author.heading.edit"
+  | "checklisten.author.heading.new"
+  | "checklisten.author.item.add"
+  | "checklisten.author.item.label"
+  | "checklisten.author.item.note"
+  | "checklisten.author.item.remove"
+  | "checklisten.author.item.rule"
+  | "checklisten.author.save"
+  | "checklisten.author.saving"
+  | "checklisten.author.subtitle"
+  | "checklisten.author.title"
+  | "checklisten.author.title.edit"
+  | "checklisten.author.visibility.firm.hint"
+  | "checklisten.author.visibility.private.hint"
   | "checklisten.back"
+  | "checklisten.detail.authored.by"
+  | "checklisten.detail.delete"
+  | "checklisten.detail.delete.confirm"
+  | "checklisten.detail.delete.error"
+  | "checklisten.detail.demote"
+  | "checklisten.detail.demote.confirm"
+  | "checklisten.detail.edit"
+  | "checklisten.detail.promote"
+  | "checklisten.detail.promote.confirm"
+  | "checklisten.detail.promote.error"
+  | "checklisten.detail.share"
+  | "checklisten.detail.visibility"
+  | "checklisten.detail.visibility.error"
+  | "checklisten.detail.visibility.set.firm"
+  | "checklisten.detail.visibility.set.private"
   | "checklisten.disclaimer"
   | "checklisten.empty"
   | "checklisten.feedback.btn"
@@ -731,11 +872,23 @@ export type I18nKey =
   | "checklisten.feedback.type"
   | "checklisten.filter.all"
   | "checklisten.filter.de"
+  | "checklisten.filter.other"
+  | "checklisten.gallery.empty"
   | "checklisten.heading"
   | "checklisten.instance.akte.open"
   | "checklisten.instance.back"
+  | "checklisten.instance.diff.added"
+  | "checklisten.instance.diff.changed"
+  | "checklisten.instance.diff.close"
+  | "checklisten.instance.diff.empty"
+  | "checklisten.instance.diff.error"
+  | "checklisten.instance.diff.removed"
+  | "checklisten.instance.diff.title"
   | "checklisten.instance.loading"
   | "checklisten.instance.notfound"
+  | "checklisten.instance.outdated.badge"
+  | "checklisten.instance.outdated.diff"
+  | "checklisten.instance.outdated.note"
   | "checklisten.instance.rename"
   | "checklisten.instance.rename.error"
   | "checklisten.instance.rename.save"
@@ -758,6 +911,18 @@ export type I18nKey =
   | "checklisten.instances.heading"
   | "checklisten.instances.loading"
   | "checklisten.instances.sub"
+  | "checklisten.mine.delete"
+  | "checklisten.mine.delete.confirm"
+  | "checklisten.mine.delete.error"
+  | "checklisten.mine.edit"
+  | "checklisten.mine.empty"
+  | "checklisten.mine.loading"
+  | "checklisten.mine.new"
+  | "checklisten.mine.origin.authored"
+  | "checklisten.mine.visibility.firm"
+  | "checklisten.mine.visibility.global"
+  | "checklisten.mine.visibility.private"
+  | "checklisten.mine.visibility.shared"
   | "checklisten.newInstance"
   | "checklisten.newInstance.akte"
   | "checklisten.newInstance.akte.hint"
@@ -774,8 +939,31 @@ export type I18nKey =
   | "checklisten.reset"
   | "checklisten.reset.confirm"
   | "checklisten.reset.error"
+  | "checklisten.share.cancel"
+  | "checklisten.share.error.generic"
+  | "checklisten.share.error.pick"
+  | "checklisten.share.grants.empty"
+  | "checklisten.share.grants.heading"
+  | "checklisten.share.grants.recipient.office"
+  | "checklisten.share.grants.recipient.partner_unit"
+  | "checklisten.share.grants.recipient.project"
+  | "checklisten.share.grants.recipient.user"
+  | "checklisten.share.grants.revoke"
+  | "checklisten.share.grants.revoke.confirm"
+  | "checklisten.share.grants.revoke.error"
+  | "checklisten.share.kind"
+  | "checklisten.share.kind.office"
+  | "checklisten.share.kind.partner_unit"
+  | "checklisten.share.kind.project"
+  | "checklisten.share.kind.user"
+  | "checklisten.share.pick"
+  | "checklisten.share.submit"
+  | "checklisten.share.success"
+  | "checklisten.share.title"
   | "checklisten.subtitle"
+  | "checklisten.tab.gallery"
   | "checklisten.tab.instances"
+  | "checklisten.tab.mine"
   | "checklisten.tab.templates"
   | "checklisten.title"
   | "common.cancel"
@@ -851,12 +1039,54 @@ export type I18nKey =
   | "dashboard.appointments.heading"
   | "dashboard.deadlines.empty"
   | "dashboard.deadlines.heading"
+  | "dashboard.edit.add_widget"
+  | "dashboard.edit.drag"
+  | "dashboard.edit.exit"
+  | "dashboard.edit.hide"
+  | "dashboard.edit.move_down"
+  | "dashboard.edit.move_up"
+  | "dashboard.edit.promote"
+  | "dashboard.edit.promote_confirm"
+  | "dashboard.edit.promoted"
+  | "dashboard.edit.reset"
+  | "dashboard.edit.reset_confirm"
+  | "dashboard.edit.resize"
+  | "dashboard.edit.save_failed"
+  | "dashboard.edit.saved"
+  | "dashboard.edit.setting.count"
+  | "dashboard.edit.setting.count.custom"
+  | "dashboard.edit.setting.horizon"
+  | "dashboard.edit.setting.horizon.custom"
+  | "dashboard.edit.setting.horizon.days"
+  | "dashboard.edit.setting.position"
+  | "dashboard.edit.setting.size"
+  | "dashboard.edit.setting.view"
+  | "dashboard.edit.settings"
+  | "dashboard.edit.toggle"
   | "dashboard.greeting.prefix"
+  | "dashboard.inbox.empty"
+  | "dashboard.inbox.entity.appointment"
+  | "dashboard.inbox.entity.deadline"
+  | "dashboard.inbox.full_link"
+  | "dashboard.inbox.heading"
   | "dashboard.matters.active"
   | "dashboard.matters.archived"
   | "dashboard.matters.heading"
   | "dashboard.matters.total"
   | "dashboard.onboarding"
+  | "dashboard.picker.close"
+  | "dashboard.picker.empty"
+  | "dashboard.picker.status.absent"
+  | "dashboard.picker.status.active"
+  | "dashboard.picker.status.hidden"
+  | "dashboard.picker.title"
+  | "dashboard.pinned.empty"
+  | "dashboard.pinned.full_link"
+  | "dashboard.pinned.heading"
+  | "dashboard.quick.heading"
+  | "dashboard.quick.new_appointment"
+  | "dashboard.quick.new_deadline"
+  | "dashboard.quick.new_project"
   | "dashboard.section.collapse"
   | "dashboard.section.expand"
   | "dashboard.summary.completed"
@@ -891,7 +1121,9 @@ export type I18nKey =
   | "deadlines.card.calc.flag.with_cci"
   | "deadlines.card.calc.flag.with_ccr"
   | "deadlines.card.calc.flags.label"
+  | "deadlines.card.calc.pill_picker.change"
   | "deadlines.card.calc.pill_picker.label"
+  | "deadlines.card.calc.pill_picker.locked_label"
   | "deadlines.card.calc.result.calculating"
   | "deadlines.card.calc.result.court_set"
   | "deadlines.card.calc.result.due"
@@ -912,16 +1144,19 @@ export type I18nKey =
   | "deadlines.col.status"
   | "deadlines.col.title"
   | "deadlines.complete.action"
+  | "deadlines.complete.confirm"
   | "deadlines.court.indirect"
   | "deadlines.court.label"
   | "deadlines.court.set"
   | "deadlines.date.edit.hint"
   | "deadlines.de"
-  | "deadlines.de_inf"
-  | "deadlines.de_inf_bgh"
-  | "deadlines.de_inf_olg"
-  | "deadlines.de_null"
-  | "deadlines.de_null_bgh"
+  | "deadlines.de.group.inf"
+  | "deadlines.de.group.null"
+  | "deadlines.de.inf.bgh"
+  | "deadlines.de.inf.lg"
+  | "deadlines.de.inf.olg"
+  | "deadlines.de.null.bgh"
+  | "deadlines.de.null.bpatg"
   | "deadlines.detail.back"
   | "deadlines.detail.cancel"
   | "deadlines.detail.complete"
@@ -944,16 +1179,16 @@ export type I18nKey =
   | "deadlines.detail.source"
   | "deadlines.detail.title"
   | "deadlines.dpma"
-  | "deadlines.dpma_bgh_rb"
-  | "deadlines.dpma_bpatg_beschwerde"
-  | "deadlines.dpma_opp"
+  | "deadlines.dpma.appeal.bgh"
+  | "deadlines.dpma.appeal.bpatg"
+  | "deadlines.dpma.opp.dpma"
   | "deadlines.empty.filtered"
   | "deadlines.empty.hint"
   | "deadlines.empty.title"
-  | "deadlines.ep_grant"
   | "deadlines.epa"
-  | "deadlines.epa_app"
-  | "deadlines.epa_opp"
+  | "deadlines.epa.grant.exa"
+  | "deadlines.epa.opp.boa"
+  | "deadlines.epa.opp.opd"
   | "deadlines.error.generic"
   | "deadlines.error.required"
   | "deadlines.event.adjusted"
@@ -1034,13 +1269,6 @@ export type I18nKey =
   | "deadlines.inbox.label"
   | "deadlines.inbox.posteingang"
   | "deadlines.inbox.posteingang.title"
-  | "deadlines.kalender.empty"
-  | "deadlines.kalender.heading"
-  | "deadlines.kalender.list"
-  | "deadlines.kalender.subtitle"
-  | "deadlines.kalender.title"
-  | "deadlines.kalender.today"
-  | "deadlines.list.calendar"
   | "deadlines.list.heading"
   | "deadlines.list.new"
   | "deadlines.list.subtitle"
@@ -1053,6 +1281,7 @@ export type I18nKey =
   | "deadlines.neu.submit"
   | "deadlines.neu.subtitle"
   | "deadlines.neu.title"
+  | "deadlines.notes.show"
   | "deadlines.optional.badge"
   | "deadlines.party.both"
   | "deadlines.party.both.label"
@@ -1190,14 +1419,15 @@ export type I18nKey =
   | "deadlines.trigger.label"
   | "deadlines.unavailable"
   | "deadlines.upc"
-  | "deadlines.upc_app"
-  | "deadlines.upc_app_orders"
-  | "deadlines.upc_cost_appeal"
-  | "deadlines.upc_damages"
-  | "deadlines.upc_discovery"
-  | "deadlines.upc_inf"
-  | "deadlines.upc_pi"
-  | "deadlines.upc_rev"
+  | "deadlines.upc.apl.cost"
+  | "deadlines.upc.apl.merits"
+  | "deadlines.upc.apl.order"
+  | "deadlines.upc.ccr.cfi"
+  | "deadlines.upc.disc.cfi"
+  | "deadlines.upc.dmgs.cfi"
+  | "deadlines.upc.inf.cfi"
+  | "deadlines.upc.pi.cfi"
+  | "deadlines.upc.rev.cfi"
   | "deadlines.urgency.later"
   | "deadlines.urgency.overdue"
   | "deadlines.urgency.soon"
@@ -1212,6 +1442,16 @@ export type I18nKey =
   | "downloads.subtitle"
   | "downloads.title"
   | "einstellungen.error.generic"
+  | "einstellungen.export.audit"
+  | "einstellungen.export.bullet.csv"
+  | "einstellungen.export.bullet.json"
+  | "einstellungen.export.bullet.xlsx"
+  | "einstellungen.export.button"
+  | "einstellungen.export.heading"
+  | "einstellungen.export.scope"
+  | "einstellungen.export.started"
+  | "einstellungen.export.subtitle"
+  | "einstellungen.export.what"
   | "einstellungen.heading"
   | "einstellungen.loading"
   | "einstellungen.optional"
@@ -1255,9 +1495,11 @@ export type I18nKey =
   | "einstellungen.subtitle"
   | "einstellungen.tab.benachrichtigungen"
   | "einstellungen.tab.caldav"
+  | "einstellungen.tab.export"
   | "einstellungen.tab.profil"
   | "einstellungen.title"
   | "event.description.appointment_approval_approved"
+  | "event.description.appointment_approval_changes_suggested"
   | "event.description.appointment_approval_rejected"
   | "event.description.appointment_approval_requested"
   | "event.description.appointment_approval_revoked"
@@ -1266,6 +1508,7 @@ export type I18nKey =
   | "event.description.appointment_project_changed"
   | "event.description.appointment_updated"
   | "event.description.deadline_approval_approved"
+  | "event.description.deadline_approval_changes_suggested"
   | "event.description.deadline_approval_rejected"
   | "event.description.deadline_approval_requested"
   | "event.description.deadline_approval_revoked"
@@ -1281,6 +1524,7 @@ export type I18nKey =
   | "event.note.parent.deadline"
   | "event.note.parent.project"
   | "event.title.appointment_approval_approved"
+  | "event.title.appointment_approval_changes_suggested"
   | "event.title.appointment_approval_rejected"
   | "event.title.appointment_approval_requested"
   | "event.title.appointment_approval_revoked"
@@ -1295,6 +1539,7 @@ export type I18nKey =
   | "event.title.checklist_reset"
   | "event.title.checklist_unlinked"
   | "event.title.deadline_approval_approved"
+  | "event.title.deadline_approval_changes_suggested"
   | "event.title.deadline_approval_rejected"
   | "event.title.deadline_approval_requested"
   | "event.title.deadline_approval_revoked"
@@ -1351,7 +1596,6 @@ export type I18nKey =
   | "event_types.picker.no_match"
   | "event_types.picker.remove"
   | "event_types.picker.search"
-  | "events.calendar.empty"
   | "events.col.appointment_type"
   | "events.col.date"
   | "events.col.location"
@@ -1359,6 +1603,7 @@ export type I18nKey =
   | "events.empty.hint"
   | "events.empty.title"
   | "events.filter.status.all"
+  | "events.filter.status.upcoming"
   | "events.row.type.appointment"
   | "events.row.type.deadline"
   | "events.summary.later"
@@ -1622,6 +1867,7 @@ export type I18nKey =
   | "login.tab.login"
   | "login.tab.register"
   | "login.title"
+  | "modal.close.label"
   | "nav.admin.audit"
   | "nav.admin.bereich"
   | "nav.admin.event_types"
@@ -1870,6 +2116,7 @@ export type I18nKey =
   | "projects.chip.type.case"
   | "projects.chip.type.client"
   | "projects.chip.type.litigation"
+  | "projects.chip.type.other"
   | "projects.chip.type.patent"
   | "projects.chip.type.project"
   | "projects.col.clientmatter"
@@ -1906,6 +2153,8 @@ export type I18nKey =
   | "projects.detail.edit"
   | "projects.detail.edit.modal.title"
   | "projects.detail.edit.type_change_warning.title"
+  | "projects.detail.export.button"
+  | "projects.detail.export.tooltip"
   | "projects.detail.firmwide.off"
   | "projects.detail.firmwide.on"
   | "projects.detail.kinder.add"
@@ -2001,11 +2250,21 @@ export type I18nKey =
   | "projects.detail.smarttimeline.track.only.counterclaim"
   | "projects.detail.smarttimeline.track.only.parent"
   | "projects.detail.smarttimeline.track.only.parent_context"
+  | "projects.detail.submissions.action.generate"
+  | "projects.detail.submissions.action.no_template"
+  | "projects.detail.submissions.col.action"
+  | "projects.detail.submissions.col.name"
+  | "projects.detail.submissions.col.party"
+  | "projects.detail.submissions.col.source"
+  | "projects.detail.submissions.empty"
+  | "projects.detail.submissions.empty.no_proceeding"
+  | "projects.detail.submissions.hint"
   | "projects.detail.tab.checklisten"
   | "projects.detail.tab.fristen"
   | "projects.detail.tab.kinder"
   | "projects.detail.tab.notizen"
   | "projects.detail.tab.parteien"
+  | "projects.detail.tab.submissions"
   | "projects.detail.tab.team"
   | "projects.detail.tab.termine"
   | "projects.detail.tab.verlauf"
@@ -2045,6 +2304,19 @@ export type I18nKey =
   | "projects.field.billing_reference"
   | "projects.field.case_number"
   | "projects.field.client_number"
+  | "projects.field.client_role"
+  | "projects.field.client_role.appellant"
+  | "projects.field.client_role.applicant"
+  | "projects.field.client_role.claimant"
+  | "projects.field.client_role.defendant"
+  | "projects.field.client_role.group.active"
+  | "projects.field.client_role.group.other"
+  | "projects.field.client_role.group.reactive"
+  | "projects.field.client_role.hint"
+  | "projects.field.client_role.other"
+  | "projects.field.client_role.respondent"
+  | "projects.field.client_role.third_party"
+  | "projects.field.client_role.unset"
   | "projects.field.clientmatter.hint"
   | "projects.field.collaborators"
   | "projects.field.collaborators.hint"
@@ -2062,13 +2334,21 @@ export type I18nKey =
   | "projects.field.matter_number"
   | "projects.field.netdocuments_url"
   | "projects.field.office"
+  | "projects.field.opponent_code"
+  | "projects.field.opponent_code.hint"
+  | "projects.field.opponent_code.placeholder"
   | "projects.field.our_side"
+  | "projects.field.our_side.appellant"
+  | "projects.field.our_side.applicant"
   | "projects.field.our_side.both"
   | "projects.field.our_side.claimant"
   | "projects.field.our_side.court"
   | "projects.field.our_side.defendant"
   | "projects.field.our_side.hint"
   | "projects.field.our_side.none"
+  | "projects.field.our_side.other"
+  | "projects.field.our_side.respondent"
+  | "projects.field.our_side.third_party"
   | "projects.field.our_side.unset"
   | "projects.field.parent"
   | "projects.field.parent.hint"
@@ -2115,6 +2395,9 @@ export type I18nKey =
   | "projects.team.derived.from"
   | "projects.team.derived.visibility"
   | "projects.team.direct"
+  | "projects.team.error.forbidden"
+  | "projects.team.error.generic"
+  | "projects.team.error.last_admin"
   | "projects.team.inherited.hint"
   | "projects.team.profession.associate"
   | "projects.team.profession.hint"
@@ -2125,6 +2408,8 @@ export type I18nKey =
   | "projects.team.profession.paralegal"
   | "projects.team.profession.partner"
   | "projects.team.profession.senior_pa"
+  | "projects.team.responsibility.admin"
+  | "projects.team.responsibility.admin.hint"
   | "projects.team.responsibility.external"
   | "projects.team.responsibility.lead"
   | "projects.team.responsibility.member"
@@ -2173,6 +2458,7 @@ export type I18nKey =
   | "projects.type.case"
   | "projects.type.client"
   | "projects.type.litigation"
+  | "projects.type.other"
   | "projects.type.patent"
   | "projects.type.project"
   | "projects.unavailable"
@@ -2239,6 +2525,11 @@ export type I18nKey =
   | "team.role.senior_associate"
   | "team.role.trainee"
   | "team.search.placeholder"
+  | "team.selection.clear"
+  | "team.selection.count"
+  | "team.selection.select_all"
+  | "team.selection.send"
+  | "team.selection.toggle_card"
   | "team.subtitle"
   | "team.title"
   | "theme.toggle.auto"
@@ -2270,6 +2561,7 @@ export type I18nKey =
   | "views.bar.approval_role.approver_eligible"
   | "views.bar.approval_role.self_requested"
   | "views.bar.approval_status.approved"
+  | "views.bar.approval_status.changes_requested"
   | "views.bar.approval_status.pending"
   | "views.bar.approval_status.rejected"
   | "views.bar.approval_status.revoked"
@@ -2418,6 +2710,12 @@ export type I18nKey =
   | "views.source.project_event"
   | "views.subtitle"
   | "views.timeline.caveat.body"
+  | "views.timeline.zoom.1y"
+  | "views.timeline.zoom.2y"
+  | "views.timeline.zoom.all"
+  | "views.timeline.zoom.in"
+  | "views.timeline.zoom.label"
+  | "views.timeline.zoom.out"
   | "views.title"
   | "views.toast.inaccessible_n"
   | "views.toast.inaccessible_one";

frontend/src/index.tsx

@@ -9,7 +9,6 @@ const ICON_FILE = '<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" st
 const ICON_FOLDER = '<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"><path d="M22 19a2 2 0 0 1-2 2H4a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h5l2 3h9a2 2 0 0 1 2 2z"/></svg>';
 const ICON_CALC = '<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"><rect x="4" y="2" width="16" height="20" rx="2"/><line x1="8" y1="6" x2="16" y2="6"/><line x1="8" y1="14" x2="8" y2="14.01"/><line x1="12" y1="14" x2="12" y2="14.01"/><line x1="16" y1="14" x2="16" y2="14.01"/><line x1="8" y1="18" x2="16" y2="18"/></svg>';
 const ICON_CLOCK = '<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"><circle cx="12" cy="12" r="10"/><polyline points="12 6 12 12 16 14"/></svg>';
-const ICON_DOWNLOAD = '<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"><path d="M21 15v4a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2v-4"/><polyline points="7 10 12 15 17 10"/><line x1="12" y1="15" x2="12" y2="3"/></svg>';
 const ICON_GLOSSAR = '<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"><path d="M4 19.5A2.5 2.5 0 0 1 6.5 17H20"/><path d="M6.5 2H20v20H6.5A2.5 2.5 0 0 1 4 19.5v-15A2.5 2.5 0 0 1 6.5 2z"/></svg>';
 const ICON_TABLE = '<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"><rect x="3" y="3" width="18" height="18" rx="2"/><line x1="3" y1="9" x2="21" y2="9"/><line x1="3" y1="15" x2="21" y2="15"/><line x1="9" y1="3" x2="9" y2="21"/></svg>';
 const ICON_CHECK = '<svg viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"><path d="M9 11l3 3L22 4"/><path d="M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11"/></svg>';
@@ -108,19 +107,6 @@ export function renderIndex(): string {
             </div>
           </section>
 
-          <section className="sections">
-            <div className="container">
-              <h3 className="section-heading" data-i18n="index.downloads">Downloads</h3>
-              <div className="grid grid-2">
-                <a href="/files/hl-patents-style.dotm" className="card card-link">
-                  <div className="card-icon" dangerouslySetInnerHTML={{ __html: ICON_DOWNLOAD }} />
-                  <h2 data-i18n="index.style.title">{`${FIRM} Patents Style`}</h2>
-                  <p data-i18n="index.style.desc">{`Word-Vorlage im ${FIRM} Patents Style. Formatierung, Schriftarten und Makros für standardisierte Schriftsätze.`}</p>
-                </a>
-              </div>
-            </div>
-          </section>
-
           <section className="offices">
             <div className="container">
               <h3 data-i18n="index.offices">Standorte</h3>

frontend/src/projects-detail.tsx

@@ -50,6 +50,14 @@ export function renderProjectsDetail(): string {
                       <div className="entity-detail-meta">
                         <span id="project-type-chip" className="entity-type-chip" />
                         <span className="entity-ref" id="project-ref-display" />
+                        {/* Auto-derived project code (t-paliad-222 / m/paliad#50).
+                            Rendered as a separate badge so the user can still
+                            distinguish a custom reference (left badge) from a
+                            tree-derived code (right badge); when reference is
+                            blank, the derived code IS reference and only this
+                            badge shows. Hidden via inline style until the
+                            client populates it. */}
+                        <span className="entity-ref entity-ref-code" id="project-code-display" style="display:none" title="Auto-derived project code" />
                         <span id="project-clientmatter" className="entity-ref" />
                         <span id="project-status-chip" className="entity-status-chip" />
                         <a id="project-netdocs" className="netdocs-link" target="_blank" rel="noopener" style="display:none">netDocuments &nearr;</a>
@@ -80,6 +88,21 @@ export function renderProjectsDetail(): string {
                   <a className="entity-tab" data-tab="appointments" href="#" data-i18n="projects.detail.tab.termine">Termine</a>
                   <a className="entity-tab" data-tab="notes" href="#" data-i18n="projects.detail.tab.notizen">Notizen</a>
                   <a className="entity-tab" data-tab="checklists" href="#" data-i18n="projects.detail.tab.checklisten">Checklisten</a>
+                  <a className="entity-tab" data-tab="submissions" href="#" data-i18n="projects.detail.tab.submissions">Schriftsätze</a>
+                  {/* t-paliad-214 Slice 2 — project-subtree export button.
+                      Sits at the end of the tab nav. Hidden by default; the
+                      client unhides it after /api/me confirms the caller can
+                      extract (responsibility ∈ {lead, member} OR global_admin). */}
+                  <button
+                    type="button"
+                    id="project-export-btn"
+                    className="entity-tab entity-tab-action"
+                    style="display:none"
+                    title=""
+                    data-i18n-title="projects.detail.export.tooltip"
+                    data-i18n="projects.detail.export.button">
+                    Daten exportieren
+                  </button>
                 </nav>
 
                 {/* History (Verlauf) — t-paliad-171 SmartTimeline Slice 1.
@@ -188,7 +211,7 @@ export function renderProjectsDetail(): string {
                         <div className="form-field">
                           <label htmlFor="smart-timeline-counterclaim-procedure" data-i18n="projects.detail.smarttimeline.counterclaim.procedure">Verfahrenstyp</label>
                           <select id="smart-timeline-counterclaim-procedure">
-                            {/* Options injected from client; defaults to UPC_REV */}
+                            {/* Options injected from client; defaults to upc.rev.cfi */}
                           </select>
                         </div>
                         <div className="form-field">
@@ -247,6 +270,7 @@ export function renderProjectsDetail(): string {
                       <div className="form-field">
                         <label htmlFor="team-responsibility" data-i18n="projects.detail.team.form.responsibility">Rolle im Projekt</label>
                         <select id="team-responsibility">
+                          <option value="admin" data-i18n="projects.team.responsibility.admin">Admin</option>
                           <option value="lead" data-i18n="projects.team.responsibility.lead">Lead</option>
                           <option value="member" selected data-i18n="projects.team.responsibility.member">Mitglied</option>
                           <option value="observer" data-i18n="projects.team.responsibility.observer">Beobachter</option>
@@ -571,6 +595,38 @@ export function renderProjectsDetail(): string {
                   </p>
                 </section>
 
+                {/* Submissions (Schriftsätze) — t-paliad-215 Slice 1.
+                    Lists the project's filing-type rules with a per-row
+                    [Generieren] button when a .docx template resolves
+                    in the registry's fallback chain (firm → base/code →
+                    base/family → skeleton). Empty for projects with no
+                    proceeding bound; otherwise enumerates every active
+                    filing rule for the proceeding. */}
+                <section className="entity-tab-panel" id="tab-submissions" style="display:none">
+                  <p id="project-submissions-no-proceeding" className="entity-events-empty" style="display:none" data-i18n="projects.detail.submissions.empty.no_proceeding">
+                    Bitte zuerst einen Verfahrenstyp setzen.
+                  </p>
+                  <p id="project-submissions-empty" className="entity-events-empty" style="display:none" data-i18n="projects.detail.submissions.empty">
+                    Für dieses Verfahren sind keine Schriftsätze hinterlegt.
+                  </p>
+                  <div className="entity-table-wrap" id="project-submissions-tablewrap" style="display:none">
+                    <table className="entity-table entity-table--readonly">
+                      <thead>
+                        <tr>
+                          <th data-i18n="projects.detail.submissions.col.name">Schriftsatz</th>
+                          <th data-i18n="projects.detail.submissions.col.party">Partei</th>
+                          <th data-i18n="projects.detail.submissions.col.source">Rechtsgrundlage</th>
+                          <th data-i18n="projects.detail.submissions.col.action" />
+                        </tr>
+                      </thead>
+                      <tbody id="project-submissions-body" />
+                    </table>
+                  </div>
+                  <p className="tool-subtitle submissions-hint" data-i18n="projects.detail.submissions.hint">
+                    Schriftsätze werden direkt aus dem Projekt heraus als .docx generiert. Anpassen, drucken, einreichen.
+                  </p>
+                </section>
+
                 <div className="entity-detail-footer" id="project-delete-wrap" style="display:none">
                   <button id="project-delete-btn" className="btn-secondary" type="button" data-i18n="projects.detail.delete">
                     Projekt archivieren

frontend/src/projects.tsx

@@ -127,7 +127,8 @@ export function renderProjects(): string {
                     <label><input type="checkbox" value="litigation" /><span data-i18n="projects.chip.type.litigation">Streitsache</span></label>
                     <label><input type="checkbox" value="patent" /><span data-i18n="projects.chip.type.patent">Patent</span></label>
                     <label><input type="checkbox" value="case" /><span data-i18n="projects.chip.type.case">Verfahren</span></label>
-                    <label><input type="checkbox" value="project" data-i18n-text="projects.chip.type.project"><span data-i18n="projects.chip.type.project">Projekt</span></input></label>
+                    <label><input type="checkbox" value="project" /><span data-i18n="projects.chip.type.project">Projekt</span></label>
+                    <label><input type="checkbox" value="other" /><span data-i18n="projects.chip.type.other">Sonstiges</span></label>
                   </div>
                 </details>
                 <button type="button" className="projects-chip" data-chip="has_open_deadlines" data-i18n="projects.chip.has_open_deadlines">Mit aktiven Fristen</button>

frontend/src/settings.tsx

@@ -40,6 +40,7 @@ export function renderSettings(): string {
                 <a className="entity-tab" data-tab="profil" href="?tab=profil" data-i18n="einstellungen.tab.profil">Profil</a>
                 <a className="entity-tab" data-tab="benachrichtigungen" href="?tab=benachrichtigungen" data-i18n="einstellungen.tab.benachrichtigungen">Benachrichtigungen</a>
                 <a className="entity-tab" data-tab="caldav" href="?tab=caldav" data-i18n="einstellungen.tab.caldav">CalDAV</a>
+                <a className="entity-tab" data-tab="export" href="?tab=export" data-i18n="einstellungen.tab.export">Datenexport</a>
               </nav>
 
               {/* --- Profil tab ---------------------------------------- */}
@@ -322,6 +323,25 @@ export function renderSettings(): string {
                   </div>
                 </form>
 
+                {/* t-paliad-212 Slice 2b — multi-calendar bindings.
+                    Each card is one (calendar, scope) binding layered on the
+                    single CalDAV server connection above. */}
+                <div className="caldav-bindings-section" id="caldav-bindings-section" style="display:none">
+                  <div className="caldav-bindings-header">
+                    <h2 data-i18n="caldav.bindings.heading">Kalender</h2>
+                    <button type="button" id="caldav-bindings-add-btn" className="btn-secondary" data-i18n="caldav.bindings.add">
+                      + Kalender hinzuf&uuml;gen
+                    </button>
+                  </div>
+                  <p className="form-hint" data-i18n="caldav.bindings.hint">
+                    Verbinde mehrere Kalender mit Paliad &mdash; einen Master f&uuml;r alles oder eigene Kalender pro Projekt.
+                  </p>
+                  <div id="caldav-bindings-list" className="caldav-bindings-list" />
+                  <p className="entity-events-empty" id="caldav-bindings-empty" data-i18n="caldav.bindings.empty" style="display:none">
+                    Noch keine Kalender konfiguriert.
+                  </p>
+                </div>
+
                 <div className="caldav-log-card">
                   <h2 data-i18n="caldav.log.heading">Letzte Synchronisationen</h2>
                   <table className="entity-table entity-table--readonly caldav-log-table">
@@ -342,12 +362,138 @@ export function renderSettings(): string {
                 </div>
               </section>
 
+              {/* --- Datenexport tab (t-paliad-214 Slice 1) ----------- */}
+              <section className="entity-tab-panel" id="tab-export" style="display:none">
+                <p className="tool-subtitle" data-i18n="einstellungen.export.subtitle">
+                  Laden Sie Ihre pers&ouml;nlichen Paliad-Daten als Excel- + JSON- + CSV-Paket herunter.
+                  Enthalten ist alles, was Sie aktuell sehen k&ouml;nnen &mdash; Ihre Projekte, Fristen, Termine, Notizen, Genehmigungen und Einstellungen.
+                </p>
+
+                <div className="caldav-info-card">
+                  <h2 data-i18n="einstellungen.export.heading">Pers&ouml;nlicher Datenexport</h2>
+                  <p data-i18n="einstellungen.export.what">
+                    Das Paket enth&auml;lt Ihre sichtbaren Daten in drei Formaten in einem <code>.zip</code>:
+                  </p>
+                  <ul className="form-hint settings-export-list">
+                    <li data-i18n="einstellungen.export.bullet.xlsx">
+                      <strong>paliad-export.xlsx</strong> &mdash; eine Excel-Mappe pro Entit&auml;t.
+                    </li>
+                    <li data-i18n="einstellungen.export.bullet.json">
+                      <strong>paliad-export.json</strong> &mdash; maschinenlesbare Kopie f&uuml;r Skripte und Tools.
+                    </li>
+                    <li data-i18n="einstellungen.export.bullet.csv">
+                      <strong>csv/&lt;sheet&gt;.csv</strong> &mdash; Tabellen einzeln als CSV (UTF-8 mit BOM).
+                    </li>
+                  </ul>
+
+                  <p className="form-hint" data-i18n="einstellungen.export.scope">
+                    Umfang: alles, was Sie aktuell in Paliad sehen k&ouml;nnen (Sichtbarkeit zum Zeitpunkt des Exports).
+                    Passw&ouml;rter, CalDAV-Zugangsdaten und andere Geheimnisse werden nie exportiert.
+                  </p>
+
+                  <p className="form-hint" data-i18n="einstellungen.export.audit">
+                    Jeder Export wird im Audit-Log protokolliert.
+                  </p>
+
+                  <p className="form-msg" id="export-msg" />
+
+                  <div className="form-actions">
+                    <button type="button" id="export-btn" className="btn-primary btn-cta-lime" data-i18n="einstellungen.export.button">
+                      Daten exportieren
+                    </button>
+                  </div>
+                </div>
+              </section>
+
             </div>
           </section>
         </main>
 
         <Footer />
         <PaliadinWidget />
+
+        {/* t-paliad-212 Slice 2b — single-step Add/Edit modal for
+            calendar bindings. Source picker (existing dropdown or
+            custom URL) + scope radio + display name. Edit mode hides
+            the source picker (path is fixed). */}
+        <div id="caldav-binding-modal" className="modal-backdrop" style="display:none">
+          <div className="modal-dialog">
+            <div className="modal-header">
+              <h2 id="caldav-binding-modal-title" data-i18n="caldav.bindings.modal.add_title">Kalender hinzuf&uuml;gen</h2>
+              <button type="button" className="modal-close" id="caldav-binding-modal-close" aria-label="Schlie&szlig;en">&times;</button>
+            </div>
+            <form id="caldav-binding-form" className="entity-form modal-body" autocomplete="off">
+              <div className="form-field" id="caldav-binding-source-field">
+                <label data-i18n="caldav.bindings.modal.source">Kalender</label>
+                <div className="caldav-binding-source-modes" id="caldav-binding-source-modes">
+                  <label className="caldav-toggle-label">
+                    <input type="radio" name="caldav-binding-source-mode" value="existing" checked />
+                    <span data-i18n="caldav.bindings.modal.source.existing">Vorhandenen Kalender w&auml;hlen</span>
+                  </label>
+                  <label className="caldav-toggle-label" id="caldav-binding-source-mode-create-row" style="display:none">
+                    <input type="radio" name="caldav-binding-source-mode" value="create" />
+                    <span data-i18n="caldav.bindings.modal.source.create">Neuen Kalender erstellen</span>
+                  </label>
+                  <label className="caldav-toggle-label">
+                    <input type="radio" name="caldav-binding-source-mode" value="custom" />
+                    <span data-i18n="caldav.bindings.modal.source.custom">Eigene URL eingeben</span>
+                  </label>
+                </div>
+                <select id="caldav-binding-discover-select">
+                  <option value="" data-i18n="caldav.bindings.modal.source.loading">L&auml;dt&hellip;</option>
+                </select>
+                <input
+                  type="text"
+                  id="caldav-binding-custom-path"
+                  placeholder="https://..."
+                  style="display:none"
+                />
+                {/* Slice 2c — Google-degrade notice. Shown when
+                    supports_mkcalendar=false; the create-new radio is
+                    hidden in that state, so users are nudged to the
+                    custom-URL path. */}
+                <p className="form-hint caldav-binding-degrade-notice" id="caldav-binding-degrade-notice" style="display:none" data-i18n="caldav.bindings.modal.source.degrade">
+                  Dieser Anbieter erlaubt das Erstellen neuer Kalender nicht via CalDAV.
+                  Erstelle den Kalender direkt in der Anbieter-Oberfl&auml;che und f&uuml;ge ihn hier per URL hinzu.
+                </p>
+              </div>
+
+              <div className="form-field">
+                <label htmlFor="caldav-binding-display-name" data-i18n="caldav.bindings.modal.display_name">Anzeigename (optional)</label>
+                <input type="text" id="caldav-binding-display-name" data-i18n-placeholder="caldav.bindings.modal.display_name.placeholder" placeholder="z.B. Projekt Acme v Bosch" />
+              </div>
+
+              <div className="form-field">
+                <label data-i18n="caldav.bindings.modal.scope">Inhalt</label>
+                <div className="caldav-binding-scope-radios">
+                  <label className="caldav-toggle-label">
+                    <input type="radio" name="caldav-binding-scope" value="all_visible" checked />
+                    <span data-i18n="caldav.bindings.modal.scope.all_visible">Alles, was ich sehe</span>
+                  </label>
+                  <label className="caldav-toggle-label">
+                    <input type="radio" name="caldav-binding-scope" value="personal_only" />
+                    <span data-i18n="caldav.bindings.modal.scope.personal_only">Nur pers&ouml;nliche Termine</span>
+                  </label>
+                  <label className="caldav-toggle-label">
+                    <input type="radio" name="caldav-binding-scope" value="project" />
+                    <span data-i18n="caldav.bindings.modal.scope.project">Ein Projekt:</span>
+                    <select id="caldav-binding-project-select" disabled>
+                      <option value="" data-i18n="caldav.bindings.modal.scope.project.loading">L&auml;dt&hellip;</option>
+                    </select>
+                  </label>
+                </div>
+              </div>
+
+              <p className="form-msg" id="caldav-binding-msg" />
+
+              <div className="form-actions">
+                <button type="button" className="btn-secondary" id="caldav-binding-cancel-btn" data-i18n="common.cancel">Abbrechen</button>
+                <button type="submit" className="btn-primary btn-cta-lime" id="caldav-binding-submit-btn" data-i18n="caldav.bindings.modal.submit_add">Hinzuf&uuml;gen</button>
+              </div>
+            </form>
+          </div>
+        </div>
+
         <script src="/assets/settings.js"></script>
       </body>
     </html>

frontend/src/team.tsx

@@ -75,6 +75,14 @@ export function renderTeam(): string {
               <div className="team-broadcast-wrap" id="team-broadcast-wrap" style="display:none">
               </div>
 
+              {/* t-paliad-223 (#53) — master "select all visible" checkbox. */}
+              <div className="team-select-master-row">
+                <label className="team-select-master-label">
+                  <input type="checkbox" id="team-select-master" />
+                  <span data-i18n="team.selection.select_all">Alle sichtbaren ausw&auml;hlen</span>
+                </label>
+              </div>
+
               <div className="team-list" id="team-list" />
 
               <div className="glossar-empty" id="team-empty" style="display:none">

frontend/src/verfahrensablauf.tsx

@@ -29,34 +29,44 @@ function proceedingBtn(p: ProceedingDef): string {
 }
 
 const UPC_TYPES: ProceedingDef[] = [
-  { code: "UPC_INF", i18nKey: "deadlines.upc_inf", name: "Verletzungsverfahren" },
-  { code: "UPC_REV", i18nKey: "deadlines.upc_rev", name: "Nichtigkeitsklage" },
-  { code: "UPC_PI", i18nKey: "deadlines.upc_pi", name: "Einstw. Maßnahmen" },
-  { code: "UPC_APP", i18nKey: "deadlines.upc_app", name: "Berufung" },
-  { code: "UPC_DAMAGES", i18nKey: "deadlines.upc_damages", name: "Schadensbemessung" },
-  { code: "UPC_DISCOVERY", i18nKey: "deadlines.upc_discovery", name: "Bucheinsicht" },
-  { code: "UPC_COST_APPEAL", i18nKey: "deadlines.upc_cost_appeal", name: "Berufung Kosten" },
-  { code: "UPC_APP_ORDERS", i18nKey: "deadlines.upc_app_orders", name: "Berufung Anordnungen" },
+  { code: "upc.inf.cfi",    i18nKey: "deadlines.upc.inf.cfi",    name: "Verletzungsverfahren" },
+  { code: "upc.rev.cfi",    i18nKey: "deadlines.upc.rev.cfi",    name: "Nichtigkeitsklage" },
+  { code: "upc.ccr.cfi",    i18nKey: "deadlines.upc.ccr.cfi",    name: "Widerklage auf Nichtigkeit" },
+  { code: "upc.pi.cfi",     i18nKey: "deadlines.upc.pi.cfi",     name: "Einstw. Maßnahmen" },
+  { code: "upc.apl.merits", i18nKey: "deadlines.upc.apl.merits", name: "Berufung" },
+  { code: "upc.dmgs.cfi",   i18nKey: "deadlines.upc.dmgs.cfi",   name: "Schadensbemessung" },
+  { code: "upc.disc.cfi",   i18nKey: "deadlines.upc.disc.cfi",   name: "Bucheinsicht" },
+  { code: "upc.apl.cost",   i18nKey: "deadlines.upc.apl.cost",   name: "Berufung Kosten" },
+  { code: "upc.apl.order",  i18nKey: "deadlines.upc.apl.order",  name: "Berufung Anordnungen" },
 ];
 
-const DE_TYPES: ProceedingDef[] = [
-  { code: "DE_INF",      i18nKey: "deadlines.de_inf",      name: "Verletzungsklage (LG)" },
-  { code: "DE_INF_OLG",  i18nKey: "deadlines.de_inf_olg",  name: "Berufung OLG" },
-  { code: "DE_INF_BGH",  i18nKey: "deadlines.de_inf_bgh",  name: "Revision/NZB BGH" },
-  { code: "DE_NULL",     i18nKey: "deadlines.de_null",     name: "Nichtigkeitsverfahren" },
-  { code: "DE_NULL_BGH", i18nKey: "deadlines.de_null_bgh", name: "Berufung BGH (Nichtigk.)" },
+// DE proceedings split by type (Verletzung / Nichtigkeit) per m's
+// 2026-05-18 ask. Labels are parallel: <court> (<procedural role>),
+// so a user scanning the picker sees the instance-and-role at a glance
+// without one tile reading "Berufung OLG" and another "Nichtigkeits-
+// verfahren". Sub-group headers convey the type grouping. Combined-
+// timeline behaviour (LG→OLG→BGH as one calc) is filed as m/paliad#41.
+const DE_INF_TYPES: ProceedingDef[] = [
+  { code: "de.inf.lg",     i18nKey: "deadlines.de.inf.lg",     name: "LG (1. Instanz)" },
+  { code: "de.inf.olg",    i18nKey: "deadlines.de.inf.olg",    name: "OLG (Berufung)" },
+  { code: "de.inf.bgh",    i18nKey: "deadlines.de.inf.bgh",    name: "BGH (Revision / NZB)" },
+];
+
+const DE_NULL_TYPES: ProceedingDef[] = [
+  { code: "de.null.bpatg", i18nKey: "deadlines.de.null.bpatg", name: "BPatG (1. Instanz)" },
+  { code: "de.null.bgh",   i18nKey: "deadlines.de.null.bgh",   name: "BGH (Berufung)" },
 ];
 
 const EPA_TYPES: ProceedingDef[] = [
-  { code: "EPA_OPP", i18nKey: "deadlines.epa_opp", name: "Einspruchsverfahren" },
-  { code: "EPA_APP", i18nKey: "deadlines.epa_app", name: "Beschwerdeverfahren" },
-  { code: "EP_GRANT", i18nKey: "deadlines.ep_grant", name: "EP-Erteilungsverfahren" },
+  { code: "epa.opp.opd",   i18nKey: "deadlines.epa.opp.opd",   name: "Einspruchsverfahren" },
+  { code: "epa.opp.boa",   i18nKey: "deadlines.epa.opp.boa",   name: "Beschwerdeverfahren" },
+  { code: "epa.grant.exa", i18nKey: "deadlines.epa.grant.exa", name: "EP-Erteilungsverfahren" },
 ];
 
 const DPMA_TYPES: ProceedingDef[] = [
-  { code: "DPMA_OPP",              i18nKey: "deadlines.dpma_opp",              name: "Einspruch DPMA" },
-  { code: "DPMA_BPATG_BESCHWERDE", i18nKey: "deadlines.dpma_bpatg_beschwerde", name: "Beschwerde BPatG (DPMA)" },
-  { code: "DPMA_BGH_RB",           i18nKey: "deadlines.dpma_bgh_rb",           name: "Rechtsbeschwerde BGH" },
+  { code: "dpma.opp.dpma",     i18nKey: "deadlines.dpma.opp.dpma",     name: "Einspruch DPMA" },
+  { code: "dpma.appeal.bpatg", i18nKey: "deadlines.dpma.appeal.bpatg", name: "Beschwerde BPatG (DPMA)" },
+  { code: "dpma.appeal.bgh",   i18nKey: "deadlines.dpma.appeal.bgh",   name: "Rechtsbeschwerde BGH" },
 ];
 
 export function renderVerfahrensablauf(): string {
@@ -107,8 +117,17 @@ export function renderVerfahrensablauf(): string {
 
                   <div className="proceeding-group" data-forum="de">
                     <h4 data-i18n="deadlines.de">Deutsche Gerichte</h4>
-                    <div className="proceeding-btns">
-                      {DE_TYPES.map((p) => proceedingBtn(p))}
+                    <div className="proceeding-subgroup">
+                      <h5 className="proceeding-subgroup-heading" data-i18n="deadlines.de.group.inf">Verletzungsverfahren</h5>
+                      <div className="proceeding-btns">
+                        {DE_INF_TYPES.map((p) => proceedingBtn(p))}
+                      </div>
+                    </div>
+                    <div className="proceeding-subgroup">
+                      <h5 className="proceeding-subgroup-heading" data-i18n="deadlines.de.group.null">Nichtigkeitsverfahren</h5>
+                      <div className="proceeding-btns">
+                        {DE_NULL_TYPES.map((p) => proceedingBtn(p))}
+                      </div>
                     </div>
                   </div>
 
@@ -144,7 +163,10 @@ export function renderVerfahrensablauf(): string {
 
                   <div className="date-input-group">
                     <div className="date-field-row">
-                      <label htmlFor="trigger-event" className="date-label" data-i18n="deadlines.trigger.event">Ausl&ouml;sendes Ereignis:</label>
+                      {/* Read-only caption labelling the value <span>. Not a
+                          <label htmlFor> — m/paliad#60: <label for=…> must
+                          point at a labelable form control, never a span. */}
+                      <span className="date-label" data-i18n="deadlines.trigger.event">Ausl&ouml;sendes Ereignis:</span>
                       <span id="trigger-event" className="trigger-event-name">&mdash;</span>
                     </div>
                     <div className="date-field-row">
@@ -155,6 +177,35 @@ export function renderVerfahrensablauf(): string {
                       <label htmlFor="court-picker" className="date-label" data-i18n="deadlines.court.label">Gericht:</label>
                       <select id="court-picker" className="date-input"></select>
                     </div>
+                    {/* Proceeding-specific flag rows — mirror /tools/fristenrechner
+                         so an abstract-browse user can model the same variants
+                         (CCR, Patentänderung, Verletzungswiderklage,
+                         Vorab-Einrede). Show/hide driven by selectedType in
+                         the client. */}
+                    <div className="date-field-row" id="ccr-flag-row" style="display:none">
+                      <label className="date-label">
+                        <input type="checkbox" id="ccr-flag" />
+                        <span data-i18n="deadlines.flag.ccr">Mit Widerklage auf Nichtigkeit</span>
+                      </label>
+                    </div>
+                    <div className="date-field-row date-field-row--nested" id="inf-amend-flag-row" style="display:none">
+                      <label className="date-label">
+                        <input type="checkbox" id="inf-amend-flag" />
+                        <span data-i18n="deadlines.flag.inf_amend">Mit Antrag auf Patent&auml;nderung (R.30)</span>
+                      </label>
+                    </div>
+                    <div className="date-field-row" id="rev-amend-flag-row" style="display:none">
+                      <label className="date-label">
+                        <input type="checkbox" id="rev-amend-flag" />
+                        <span data-i18n="deadlines.flag.rev_amend">Mit Antrag auf Patent&auml;nderung (R.49.2.a)</span>
+                      </label>
+                    </div>
+                    <div className="date-field-row" id="rev-cci-flag-row" style="display:none">
+                      <label className="date-label">
+                        <input type="checkbox" id="rev-cci-flag" />
+                        <span data-i18n="deadlines.flag.rev_cci">Mit Verletzungswiderklage (R.49.2.b)</span>
+                      </label>
+                    </div>
                     <button type="button" id="calculate-btn" className="calculate-btn" data-i18n="deadlines.calculate">
                       Fristen berechnen
                     </button>
@@ -177,6 +228,10 @@ export function renderVerfahrensablauf(): string {
                       <input type="radio" name="fristen-view" value="timeline" />
                       <span data-i18n="deadlines.view.timeline">Zeitstrahl</span>
                     </label>
+                    <label className="fristen-notes-option">
+                      <input type="checkbox" id="fristen-notes-show" />
+                      <span data-i18n="deadlines.notes.show">Hinweise anzeigen</span>
+                    </label>
                   </div>
 
                   <div id="timeline-container">

frontend/src/views.tsx

@@ -60,6 +60,13 @@ export function renderViews(): string {
                 </a>
               </div>
 
+              {/* Filter bar host — t-paliad-211. mountFilterBar appends its
+                  own toolbar element here; the saved view's filter_spec
+                  becomes the bar's baseline, axes are chosen client-side
+                  per the view's data sources. */}
+              <div className="views-filter-bar" id="views-filter-bar" hidden />
+
+
               {/* Empty / onboarding state — shown on bare /views with no saved views. */}
               <div className="views-onboarding" id="views-onboarding" hidden>
                 <h2 data-i18n="views.onboarding.title">Eigene Ansichten &mdash; was ist das?</h2>

go.mod

@@ -4,8 +4,21 @@ go 1.24.0
 
 require (
 	github.com/golang-jwt/jwt/v5 v5.3.1
-	github.com/golang-migrate/migrate/v4 v4.19.1
 	github.com/google/uuid v1.6.0
 	github.com/jmoiron/sqlx v1.4.0
 	github.com/lib/pq v1.12.3
+	github.com/xuri/excelize/v2 v2.10.1
+	golang.org/x/text v0.34.0
+)
+
+require (
+	github.com/davecgh/go-spew v1.1.2-0.20180830191138-d8f796af33cc // indirect
+	github.com/pmezard/go-difflib v1.0.1-0.20181226105442-5d4384ee4fb2 // indirect
+	github.com/richardlehane/mscfb v1.0.6 // indirect
+	github.com/richardlehane/msoleps v1.0.6 // indirect
+	github.com/tiendc/go-deepcopy v1.7.2 // indirect
+	github.com/xuri/efp v0.0.1 // indirect
+	github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9 // indirect
+	golang.org/x/crypto v0.48.0 // indirect
+	golang.org/x/net v0.50.0 // indirect
 )

go.sum

@@ -1,39 +1,11 @@
 filippo.io/edwards25519 v1.1.0 h1:FNf4tywRC1HmFuKW5xopWpigGjJKiJSV0Cqo0cJWDaA=
 filippo.io/edwards25519 v1.1.0/go.mod h1:BxyFTGdWcka3PhytdK4V28tE5sGfRvvvRV7EaN4VDT4=
-github.com/Azure/go-ansiterm v0.0.0-20230124172434-306776ec8161 h1:L/gRVlceqvL25UVaW/CKtUDjefjrs0SPonmDGUVOYP0=
-github.com/Azure/go-ansiterm v0.0.0-20230124172434-306776ec8161/go.mod h1:xomTg63KZ2rFqZQzSB4Vz2SUXa1BpHTVz9L5PTmPC4E=
-github.com/Microsoft/go-winio v0.6.2 h1:F2VQgta7ecxGYO8k3ZZz3RS8fVIXVxONVUPlNERoyfY=
-github.com/Microsoft/go-winio v0.6.2/go.mod h1:yd8OoFMLzJbo9gZq8j5qaps8bJ9aShtEA8Ipt1oGCvU=
-github.com/containerd/errdefs v1.0.0 h1:tg5yIfIlQIrxYtu9ajqY42W3lpS19XqdxRQeEwYG8PI=
-github.com/containerd/errdefs v1.0.0/go.mod h1:+YBYIdtsnF4Iw6nWZhJcqGSg/dwvV7tyJ/kCkyJ2k+M=
-github.com/containerd/errdefs/pkg v0.3.0 h1:9IKJ06FvyNlexW690DXuQNx2KA2cUJXx151Xdx3ZPPE=
-github.com/containerd/errdefs/pkg v0.3.0/go.mod h1:NJw6s9HwNuRhnjJhM7pylWwMyAkmCQvQ4GpJHEqRLVk=
 github.com/davecgh/go-spew v1.1.2-0.20180830191138-d8f796af33cc h1:U9qPSI2PIWSS1VwoXQT9A3Wy9MM3WgvqSxFWenqJduM=
 github.com/davecgh/go-spew v1.1.2-0.20180830191138-d8f796af33cc/go.mod h1:J7Y8YcW2NihsgmVo/mv3lAwl/skON4iLHjSsI+c5H38=
-github.com/dhui/dktest v0.4.6 h1:+DPKyScKSEp3VLtbMDHcUq6V5Lm5zfZZVb0Sk7Ahom4=
-github.com/dhui/dktest v0.4.6/go.mod h1:JHTSYDtKkvFNFHJKqCzVzqXecyv+tKt8EzceOmQOgbU=
-github.com/distribution/reference v0.6.0 h1:0IXCQ5g4/QMHHkarYzh5l+u8T3t73zM5QvfrDyIgxBk=
-github.com/distribution/reference v0.6.0/go.mod h1:BbU0aIcezP1/5jX/8MP0YiH4SdvB5Y4f/wlDRiLyi3E=
-github.com/docker/docker v28.3.3+incompatible h1:Dypm25kh4rmk49v1eiVbsAtpAsYURjYkaKubwuBdxEI=
-github.com/docker/docker v28.3.3+incompatible/go.mod h1:eEKB0N0r5NX/I1kEveEz05bcu8tLC/8azJZsviup8Sk=
-github.com/docker/go-connections v0.5.0 h1:USnMq7hx7gwdVZq1L49hLXaFtUdTADjXGp+uj1Br63c=
-github.com/docker/go-connections v0.5.0/go.mod h1:ov60Kzw0kKElRwhNs9UlUHAE/F9Fe6GLaXnqyDdmEXc=
-github.com/docker/go-units v0.5.0 h1:69rxXcBk27SvSaaxTtLh/8llcHD8vYHT7WSdRZ/jvr4=
-github.com/docker/go-units v0.5.0/go.mod h1:fgPhTUdO+D/Jk86RDLlptpiXQzgHJF7gydDDbaIK4Dk=
-github.com/felixge/httpsnoop v1.0.4 h1:NFTV2Zj1bL4mc9sqWACXbQFVBBg2W3GPvqp8/ESS2Wg=
-github.com/felixge/httpsnoop v1.0.4/go.mod h1:m8KPJKqk1gH5J9DgRY2ASl2lWCfGKXixSwevea8zH2U=
-github.com/go-logr/logr v1.4.3 h1:CjnDlHq8ikf6E492q6eKboGOC0T8CDaOvkHCIg8idEI=
-github.com/go-logr/logr v1.4.3/go.mod h1:9T104GzyrTigFIr8wt5mBrctHMim0Nb2HLGrmQ40KvY=
-github.com/go-logr/stdr v1.2.2 h1:hSWxHoqTgW2S2qGc0LTAI563KZ5YKYRhT3MFKZMbjag=
-github.com/go-logr/stdr v1.2.2/go.mod h1:mMo/vtBO5dYbehREoey6XUKy/eSumjCCveDpRre4VKE=
 github.com/go-sql-driver/mysql v1.8.1 h1:LedoTUt/eveggdHS9qUFC1EFSa8bU2+1pZjSRpvNJ1Y=
 github.com/go-sql-driver/mysql v1.8.1/go.mod h1:wEBSXgmK//2ZFJyE+qWnIsVGmvmEKlqwuVSjsCm7DZg=
-github.com/gogo/protobuf v1.3.2 h1:Ov1cvc58UF3b5XjBnZv7+opcTcQFZebYjWzi34vdm4Q=
-github.com/gogo/protobuf v1.3.2/go.mod h1:P1XiOD3dCwIKUDQYPy72D8LYyHL2YPYrpS2s69NZV8Q=
 github.com/golang-jwt/jwt/v5 v5.3.1 h1:kYf81DTWFe7t+1VvL7eS+jKFVWaUnK9cB1qbwn63YCY=
 github.com/golang-jwt/jwt/v5 v5.3.1/go.mod h1:fxCRLWMO43lRc8nhHWY6LGqRcf+1gQWArsqaEUEa5bE=
-github.com/golang-migrate/migrate/v4 v4.19.1 h1:OCyb44lFuQfYXYLx1SCxPZQGU7mcaZ7gH9yH4jSFbBA=
-github.com/golang-migrate/migrate/v4 v4.19.1/go.mod h1:CTcgfjxhaUtsLipnLoQRWCrjYXycRz/g5+RWDuYgPrE=
 github.com/google/uuid v1.6.0 h1:NIvaJDMOsjHA8n1jAhLSgzrAzy1Hgr+hNrb57e+94F0=
 github.com/google/uuid v1.6.0/go.mod h1:TIyPZe4MgqvfeYDBFedMoGGpEw/LqOeaOT+nhxU+yHo=
 github.com/jmoiron/sqlx v1.4.0 h1:1PLqN7S1UYp5t4SrVVnt4nUVNemrDAtxlulVe+Qgm3o=
@@ -43,33 +15,29 @@ github.com/lib/pq v1.12.3 h1:tTWxr2YLKwIvK90ZXEw8GP7UFHtcbTtty8zsI+YjrfQ=
 github.com/lib/pq v1.12.3/go.mod h1:/p+8NSbOcwzAEI7wiMXFlgydTwcgTr3OSKMsD2BitpA=
 github.com/mattn/go-sqlite3 v1.14.22 h1:2gZY6PC6kBnID23Tichd1K+Z0oS6nE/XwU+Vz/5o4kU=
 github.com/mattn/go-sqlite3 v1.14.22/go.mod h1:Uh1q+B4BYcTPb+yiD3kU8Ct7aC0hY9fxUwlHK0RXw+Y=
-github.com/moby/docker-image-spec v1.3.1 h1:jMKff3w6PgbfSa69GfNg+zN/XLhfXJGnEx3Nl2EsFP0=
-github.com/moby/docker-image-spec v1.3.1/go.mod h1:eKmb5VW8vQEh/BAr2yvVNvuiJuY6UIocYsFu/DxxRpo=
-github.com/moby/term v0.5.0 h1:xt8Q1nalod/v7BqbG21f8mQPqH+xAaC9C3N3wfWbVP0=
-github.com/moby/term v0.5.0/go.mod h1:8FzsFHVUBGZdbDsJw/ot+X+d5HLUbvklYLJ9uGfcI3Y=
-github.com/morikuni/aec v1.0.0 h1:nP9CBfwrvYnBRgY6qfDQkygYDmYwOilePFkwzv4dU8A=
-github.com/morikuni/aec v1.0.0/go.mod h1:BbKIizmSmc5MMPqRYbxO4ZU0S0+P200+tUnFx7PXmsc=
-github.com/opencontainers/go-digest v1.0.0 h1:apOUWs51W5PlhuyGyz9FCeeBIOUDA/6nW8Oi/yOhh5U=
-github.com/opencontainers/go-digest v1.0.0/go.mod h1:0JzlMkj0TRzQZfJkVvzbP0HBR3IKzErnv2BNG4W4MAM=
-github.com/opencontainers/image-spec v1.1.0 h1:8SG7/vwALn54lVB/0yZ/MMwhFrPYtpEHQb2IpWsCzug=
-github.com/opencontainers/image-spec v1.1.0/go.mod h1:W4s4sFTMaBeK1BQLXbG4AdM2szdn85PY75RI83NrTrM=
-github.com/pkg/errors v0.9.1 h1:FEBLx1zS214owpjy7qsBeixbURkuhQAwrK5UwLGTwt4=
-github.com/pkg/errors v0.9.1/go.mod h1:bwawxfHBFNV+L2hUp1rHADufV3IMtnDRdf1r5NINEl0=
 github.com/pmezard/go-difflib v1.0.1-0.20181226105442-5d4384ee4fb2 h1:Jamvg5psRIccs7FGNTlIRMkT8wgtp5eCXdBlqhYGL6U=
 github.com/pmezard/go-difflib v1.0.1-0.20181226105442-5d4384ee4fb2/go.mod h1:iKH77koFhYxTK1pcRnkKkqfTogsbg7gZNVY4sRDYZ/4=
-github.com/stretchr/testify v1.10.0 h1:Xv5erBjTwe/5IxqUQTdXv5kgmIvbHo3QQyRwhJsOfJA=
-github.com/stretchr/testify v1.10.0/go.mod h1:r2ic/lqez/lEtzL7wO/rwa5dbSLXVDPFyf8C91i36aY=
-go.opentelemetry.io/auto/sdk v1.1.0 h1:cH53jehLUN6UFLY71z+NDOiNJqDdPRaXzTel0sJySYA=
-go.opentelemetry.io/auto/sdk v1.1.0/go.mod h1:3wSPjt5PWp2RhlCcmmOial7AvC4DQqZb7a7wCow3W8A=
-go.opentelemetry.io/contrib/instrumentation/net/http/otelhttp v0.61.0 h1:F7Jx+6hwnZ41NSFTO5q4LYDtJRXBf2PD0rNBkeB/lus=
-go.opentelemetry.io/contrib/instrumentation/net/http/otelhttp v0.61.0/go.mod h1:UHB22Z8QsdRDrnAtX4PntOl36ajSxcdUMt1sF7Y6E7Q=
-go.opentelemetry.io/otel v1.37.0 h1:9zhNfelUvx0KBfu/gb+ZgeAfAgtWrfHJZcAqFC228wQ=
-go.opentelemetry.io/otel v1.37.0/go.mod h1:ehE/umFRLnuLa/vSccNq9oS1ErUlkkK71gMcN34UG8I=
-go.opentelemetry.io/otel/metric v1.37.0 h1:mvwbQS5m0tbmqML4NqK+e3aDiO02vsf/WgbsdpcPoZE=
-go.opentelemetry.io/otel/metric v1.37.0/go.mod h1:04wGrZurHYKOc+RKeye86GwKiTb9FKm1WHtO+4EVr2E=
-go.opentelemetry.io/otel/trace v1.37.0 h1:HLdcFNbRQBE2imdSEgm/kwqmQj1Or1l/7bW6mxVK7z4=
-go.opentelemetry.io/otel/trace v1.37.0/go.mod h1:TlgrlQ+PtQO5XFerSPUYG0JSgGyryXewPGyayAWSBS0=
-golang.org/x/sys v0.38.0 h1:3yZWxaJjBmCWXqhN1qh02AkOnCQ1poK6oF+a7xWL6Gc=
-golang.org/x/sys v0.38.0/go.mod h1:OgkHotnGiDImocRcuBABYBEXf8A9a87e/uXjp9XT3ks=
+github.com/richardlehane/mscfb v1.0.6 h1:eN3bvvZCp00bs7Zf52bxNwAx5lJDBK1tCuH19qq5aC8=
+github.com/richardlehane/mscfb v1.0.6/go.mod h1:pe0+IUIc0AHh0+teNzBlJCtSyZdFOGgV4ZK9bsoV+Jo=
+github.com/richardlehane/msoleps v1.0.6 h1:9BvkpjvD+iUBalUY4esMwv6uBkfOip/Lzvd93jvR9gg=
+github.com/richardlehane/msoleps v1.0.6/go.mod h1:BWev5JBpU9Ko2WAgmZEuiz4/u3ZYTKbjLycmwiWUfWg=
+github.com/stretchr/testify v1.11.1 h1:7s2iGBzp5EwR7/aIZr8ao5+dra3wiQyKjjFuvgVKu7U=
+github.com/stretchr/testify v1.11.1/go.mod h1:wZwfW3scLgRK+23gO65QZefKpKQRnfz6sD981Nm4B6U=
+github.com/tiendc/go-deepcopy v1.7.2 h1:Ut2yYR7W9tWjTQitganoIue4UGxZwCcJy3orjrrIj44=
+github.com/tiendc/go-deepcopy v1.7.2/go.mod h1:4bKjNC2r7boYOkD2IOuZpYjmlDdzjbpTRyCx+goBCJQ=
+github.com/xuri/efp v0.0.1 h1:fws5Rv3myXyYni8uwj2qKjVaRP30PdjeYe2Y6FDsCL8=
+github.com/xuri/efp v0.0.1/go.mod h1:ybY/Jr0T0GTCnYjKqmdwxyxn2BQf2RcQIIvex5QldPI=
+github.com/xuri/excelize/v2 v2.10.1 h1:V62UlqopMqha3kOpnlHy2CcRVw1V8E63jFoWUmMzxN0=
+github.com/xuri/excelize/v2 v2.10.1/go.mod h1:iG5tARpgaEeIhTqt3/fgXCGoBRt4hNXgCp3tfXKoOIc=
+github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9 h1:+C0TIdyyYmzadGaL/HBLbf3WdLgC29pgyhTjAT/0nuE=
+github.com/xuri/nfp v0.0.2-0.20250530014748-2ddeb826f9a9/go.mod h1:WwHg+CVyzlv/TX9xqBFXEZAuxOPxn2k1GNHwG41IIUQ=
+golang.org/x/crypto v0.48.0 h1:/VRzVqiRSggnhY7gNRxPauEQ5Drw9haKdM0jqfcCFts=
+golang.org/x/crypto v0.48.0/go.mod h1:r0kV5h3qnFPlQnBSrULhlsRfryS2pmewsg+XfMgkVos=
+golang.org/x/image v0.25.0 h1:Y6uW6rH1y5y/LK1J8BPWZtr6yZ7hrsy6hFrXjgsc2fQ=
+golang.org/x/image v0.25.0/go.mod h1:tCAmOEGthTtkalusGp1g3xa2gke8J6c2N565dTyl9Rs=
+golang.org/x/net v0.50.0 h1:ucWh9eiCGyDR3vtzso0WMQinm2Dnt8cFMuQa9K33J60=
+golang.org/x/net v0.50.0/go.mod h1:UgoSli3F/pBgdJBHCTc+tp3gmrU4XswgGRgtnwWTfyM=
+golang.org/x/text v0.34.0 h1:oL/Qq0Kdaqxa1KbNeMKwQq0reLCCaFtqu2eNuSeNHbk=
+golang.org/x/text v0.34.0/go.mod h1:homfLqTYRFyVYemLBFl5GgL/DWEiH5wcsQ5gSh1yziA=
 gopkg.in/yaml.v3 v3.0.1 h1:fxVm/GzAzEWqLHuvctI91KS9hhNmmWOoWu0XTYJS7CA=
 gopkg.in/yaml.v3 v3.0.1/go.mod h1:K4uyk7z7BCEPqu6E+C64Yfv1cQ7kz7rIZviUmN+EgEM=

internal/db/migrate.go

@@ -1,46 +1,78 @@
 // Package db owns the Paliad Postgres connection and embedded schema migrations.
 //
-// Migrations are golang-migrate format (NNN_description.up.sql / .down.sql) and
-// live in the migrations/ subdirectory, embedded into the binary so a single
-// artifact ships with its schema. The server applies pending migrations at
-// startup before binding the HTTP listener.
+// Migrations are NNN_description.up.sql / .down.sql files in the migrations/
+// subdirectory, embedded into the binary so a single artifact ships with its
+// schema. The server applies pending migrations at startup before binding
+// the HTTP listener.
+//
+// The runner tracks applied state as a set, not a counter: every applied
+// migration gets its own row in paliad.applied_migrations(version PK, name,
+// applied_at, checksum). On every deploy, pending = on_disk \ applied, in
+// ascending version order. Gaps in the version space are first-class — a
+// version that's missing from applied_migrations runs on the next deploy,
+// regardless of which higher versions are already applied.
+//
+// This is what closes the parallel-merge skip-hole that the single-counter
+// tracker (golang-migrate) silently fell into on 2026-05-20 (m/paliad#44).
+// Background and design: docs/design-migration-runner-applied-set-2026-05-20.md.
+//
+// .down.sql files ship in the embedded FS as reference material but are not
+// auto-applied — there are no call sites for rolling back, and operator
+// recovery (psql .down.sql + DELETE FROM paliad.applied_migrations WHERE
+// version=N) is the documented path. If a real call site for auto-rollback
+// materializes later, add it as a focused follow-up.
 package db
 
 import (
+	"crypto/sha256"
 	"database/sql"
 	"embed"
 	"errors"
 	"fmt"
+	"hash/fnv"
+	"sort"
+	"strconv"
+	"strings"
 
-	"github.com/golang-migrate/migrate/v4"
-	"github.com/golang-migrate/migrate/v4/database/postgres"
-	"github.com/golang-migrate/migrate/v4/source/iofs"
 	_ "github.com/lib/pq"
 )
 
 //go:embed migrations/*.sql
 var migrationFS embed.FS
 
-// migrationsTable is the name of the golang-migrate tracking table. We use a
-// uniquely-named table (not the default "schema_migrations") because the
-// production Supabase instance hosts multiple apps in the `public` schema,
-// and a differently-shaped `public.schema_migrations` already exists there.
-// Using "paliad_schema_migrations" prevents collision at startup.
+// advisoryLockID is the Postgres advisory-lock id the runner takes around
+// the apply loop. Derived once from the table name so the value is stable
+// across processes — two concurrent deploys (rolling Dokploy update, dev
+// laptop hitting the same scratch DB as CI) serialize on this id rather
+// than racing on the pending set.
 //
-// The table lives in the `public` schema (golang-migrate's default) rather
-// than `paliad`. Rationale: migration 001's down-step is
-//   DROP SCHEMA IF EXISTS paliad CASCADE
-// which would take the tracking table with it — breaking any subsequent
-// migrate.Up() call. Keeping the tracker in `public` makes the down-path
-// safe and idempotent.
-const migrationsTable = "paliad_schema_migrations"
+// FNV-1a-64 is good enough: the id only has to be a stable int64, not
+// cryptographically uniform. Process-wide constant.
+var advisoryLockID = func() int64 {
+	h := fnv.New64a()
+	_, _ = h.Write([]byte("paliad.applied_migrations"))
+	return int64(h.Sum64())
+}()
 
-// ApplyMigrations runs all pending up-migrations against the given database
-// URL. Returns nil if no migrations were pending. Safe to call repeatedly.
+// migration is one *.up.sql file from the embedded FS.
+type migration struct {
+	version  int
+	name     string
+	filename string
+}
+
+// ApplyMigrations applies every pending up-migration to the given database.
 //
-// Pre-creates the `paliad` schema before invoking golang-migrate because the
-// first migration creates it and golang-migrate's tracking table would
-// otherwise be created in whatever `current_schema()` happens to be.
+// Safe to call repeatedly; a fully-applied tree is a no-op. Returns the
+// first error encountered (with the offending migration filename wrapped
+// in the message) and leaves the rest of pending unapplied — same fail-fast
+// posture as the previous golang-migrate runner.
+//
+// On first deploy of this code path against a database that still has the
+// legacy paliad.paliad_schema_migrations counter at version N, the runner
+// seeds paliad.applied_migrations with rows 1..N (checksum NULL) before
+// applying anything new. The first deploy is therefore effectively a
+// no-op against the schema — the bootstrap just relabels existing state.
 func ApplyMigrations(databaseURL string) error {
 	if databaseURL == "" {
 		return errors.New("database URL is empty")
@@ -51,39 +83,250 @@ func ApplyMigrations(databaseURL string) error {
 		return fmt.Errorf("open database: %w", err)
 	}
 	defer conn.Close()
-
 	if err := conn.Ping(); err != nil {
 		return fmt.Errorf("ping database: %w", err)
 	}
 
-	// Bootstrap the paliad schema so later migrations can target it cleanly.
-	// This duplicates migration 001, but is idempotent via IF NOT EXISTS and
-	// ensures the schema exists before golang-migrate touches the DB.
+	// Ensure the paliad schema exists. Mig 001 also creates it; the
+	// applied_migrations table lives in paliad.* and gets created before
+	// any migrations run, so the schema must exist first.
 	if _, err := conn.Exec(`CREATE SCHEMA IF NOT EXISTS paliad`); err != nil {
 		return fmt.Errorf("ensure paliad schema: %w", err)
 	}
 
-	source, err := iofs.New(migrationFS, "migrations")
-	if err != nil {
-		return fmt.Errorf("open migration source: %w", err)
+	if _, err := conn.Exec(`SELECT pg_advisory_lock($1)`, advisoryLockID); err != nil {
+		return fmt.Errorf("acquire advisory lock: %w", err)
+	}
+	defer func() {
+		_, _ = conn.Exec(`SELECT pg_advisory_unlock($1)`, advisoryLockID)
+	}()
+
+	if _, err := conn.Exec(`
+		CREATE TABLE IF NOT EXISTS paliad.applied_migrations (
+			version    int         NOT NULL PRIMARY KEY,
+			name       text        NOT NULL,
+			applied_at timestamptz NOT NULL DEFAULT now(),
+			checksum   text        NULL
+		)
+	`); err != nil {
+		return fmt.Errorf("create applied_migrations: %w", err)
 	}
 
-	driver, err := postgres.WithInstance(conn, &postgres.Config{
-		// Unique tracking-table name avoids collision with pre-existing
-		// public.schema_migrations owned by other apps on this Postgres.
-		MigrationsTable: migrationsTable,
-	})
+	onDisk, err := scanEmbeddedMigrations()
 	if err != nil {
-		return fmt.Errorf("create migration driver: %w", err)
+		return fmt.Errorf("scan embedded migrations: %w", err)
 	}
 
-	m, err := migrate.NewWithInstance("iofs", source, "postgres", driver)
-	if err != nil {
-		return fmt.Errorf("create migrator: %w", err)
+	if err := bootstrapFromLegacyTracker(conn, onDisk); err != nil {
+		return fmt.Errorf("bootstrap from legacy tracker: %w", err)
 	}
 
-	if err := m.Up(); err != nil && !errors.Is(err, migrate.ErrNoChange) {
-		return fmt.Errorf("apply migrations: %w", err)
+	applied, err := readAppliedMigrations(conn)
+	if err != nil {
+		return fmt.Errorf("read applied_migrations: %w", err)
+	}
+
+	if err := checkNameAgreement(onDisk, applied); err != nil {
+		return err
+	}
+
+	for _, m := range onDisk {
+		if _, ok := applied[m.version]; ok {
+			continue
+		}
+		if err := applyOne(conn, m); err != nil {
+			return fmt.Errorf("apply %s: %w", m.filename, err)
+		}
 	}
 	return nil
 }
+
+// scanEmbeddedMigrations returns every NNN_*.up.sql in the embedded FS,
+// sorted by version ascending. Hard-fails on two files sharing the same
+// version prefix — that's the failure mode the parallel-merge incident
+// exposed, and the runner refuses to start rather than silently picking one.
+func scanEmbeddedMigrations() ([]migration, error) {
+	entries, err := migrationFS.ReadDir("migrations")
+	if err != nil {
+		return nil, fmt.Errorf("read migrations dir: %w", err)
+	}
+	seen := map[int]string{}
+	var out []migration
+	for _, e := range entries {
+		name := e.Name()
+		if !strings.HasSuffix(name, ".up.sql") {
+			continue
+		}
+		v, n, ok := parseMigrationFilename(name)
+		if !ok {
+			return nil, fmt.Errorf("unparseable migration filename %q "+
+				"(expected NNN_description.up.sql)", name)
+		}
+		if prior, dup := seen[v]; dup {
+			return nil, fmt.Errorf("two migrations at version %d: %q and %q — "+
+				"rename one and redeploy", v, prior, name)
+		}
+		seen[v] = name
+		out = append(out, migration{version: v, name: n, filename: name})
+	}
+	sort.Slice(out, func(i, j int) bool { return out[i].version < out[j].version })
+	return out, nil
+}
+
+// parseMigrationFilename splits "NNN_description.up.sql" into (NNN, description).
+// Returns ok=false on any deviation from that shape.
+func parseMigrationFilename(filename string) (version int, name string, ok bool) {
+	base := strings.TrimSuffix(filename, ".up.sql")
+	if base == filename {
+		return 0, "", false
+	}
+	underscore := strings.IndexByte(base, '_')
+	if underscore <= 0 {
+		return 0, "", false
+	}
+	v, err := strconv.Atoi(base[:underscore])
+	if err != nil {
+		return 0, "", false
+	}
+	return v, base[underscore+1:], true
+}
+
+// readAppliedMigrations returns a map version → name from
+// paliad.applied_migrations. Returns an empty map (no error) if the table
+// is missing — that's the fresh-DB path before the CREATE TABLE in
+// ApplyMigrations runs against it.
+func readAppliedMigrations(conn *sql.DB) (map[int]string, error) {
+	rows, err := conn.Query(`SELECT version, name FROM paliad.applied_migrations`)
+	if err != nil {
+		if strings.Contains(err.Error(), "does not exist") {
+			return map[int]string{}, nil
+		}
+		return nil, err
+	}
+	defer rows.Close()
+	out := map[int]string{}
+	for rows.Next() {
+		var v int
+		var n string
+		if err := rows.Scan(&v, &n); err != nil {
+			return nil, err
+		}
+		out[v] = n
+	}
+	return out, rows.Err()
+}
+
+// bootstrapFromLegacyTracker seeds paliad.applied_migrations from
+// paliad.paliad_schema_migrations on the first deploy of the new runner
+// against a DB that previously ran golang-migrate.
+//
+// Behavior:
+//   - applied_migrations already has rows → no-op (idempotent).
+//   - applied_migrations empty AND legacy tracker missing → no-op
+//     (virgin DB; the apply loop will run everything from scratch).
+//   - applied_migrations empty AND legacy tracker present, clean, version N
+//     → INSERT rows for every on-disk version ≤ N with checksum NULL.
+//   - applied_migrations empty AND legacy tracker dirty → hard-fail.
+//     The operator must recover the legacy tracker first (it being dirty
+//     means a prior golang-migrate run crashed mid-flight); we will not
+//     paper over an unknown state by guessing what landed.
+//
+// Backfilled rows have checksum NULL because the legacy runner didn't hash
+// anything — we can't fabricate a provenance hash today without falsely
+// claiming we know the byte-identity of what shipped historically.
+func bootstrapFromLegacyTracker(conn *sql.DB, onDisk []migration) error {
+	var count int
+	if err := conn.QueryRow(`SELECT count(*) FROM paliad.applied_migrations`).Scan(&count); err != nil {
+		return fmt.Errorf("count applied_migrations: %w", err)
+	}
+	if count > 0 {
+		return nil
+	}
+
+	var legacyVer int
+	var legacyDirty bool
+	err := conn.QueryRow(`SELECT version, dirty FROM paliad.paliad_schema_migrations LIMIT 1`).
+		Scan(&legacyVer, &legacyDirty)
+	if errors.Is(err, sql.ErrNoRows) {
+		return nil
+	}
+	if err != nil {
+		if strings.Contains(err.Error(), "does not exist") {
+			return nil
+		}
+		return fmt.Errorf("read legacy tracker: %w", err)
+	}
+	if legacyDirty {
+		return fmt.Errorf("legacy paliad.paliad_schema_migrations is dirty at version %d — "+
+			"recover manually before deploying", legacyVer)
+	}
+
+	for _, m := range onDisk {
+		if m.version > legacyVer {
+			continue
+		}
+		if _, err := conn.Exec(`
+			INSERT INTO paliad.applied_migrations(version, name, applied_at, checksum)
+			VALUES ($1, $2, now(), NULL)
+			ON CONFLICT (version) DO NOTHING
+		`, m.version, m.name); err != nil {
+			return fmt.Errorf("backfill version %d: %w", m.version, err)
+		}
+	}
+	return nil
+}
+
+// checkNameAgreement hard-fails if a version that's already applied has a
+// different name on disk than in the DB. Catches the post-merge rename
+// accident where someone renames `098_foo.up.sql` to `098_bar.up.sql` —
+// the SQL has already run on prod with the old name, so the rename is a
+// lie about history. Operator recovery: revert the rename, or update the
+// DB row if the rename is intentional.
+//
+// Backfilled rows have a name pulled from the on-disk filename, so an
+// out-of-the-box backfill never trips this check.
+func checkNameAgreement(onDisk []migration, applied map[int]string) error {
+	for _, m := range onDisk {
+		dbName, ok := applied[m.version]
+		if !ok {
+			continue
+		}
+		if dbName != m.name {
+			return fmt.Errorf("migration %d: disk name %q != DB name %q "+
+				"(renamed after apply? revert the rename, or UPDATE paliad.applied_migrations "+
+				"SET name=%q WHERE version=%d if the rename is intentional)",
+				m.version, m.name, dbName, m.name, m.version)
+		}
+	}
+	return nil
+}
+
+// applyOne runs one migration's .up.sql plus its INSERT row in a single
+// transaction. All-or-nothing per migration: if the SQL fails, the row
+// isn't inserted and the next deploy re-tries from the same point. If
+// the INSERT fails (e.g. PK violation because the lock wasn't held), the
+// SQL rolls back too.
+func applyOne(conn *sql.DB, m migration) error {
+	body, err := migrationFS.ReadFile("migrations/" + m.filename)
+	if err != nil {
+		return fmt.Errorf("read %s: %w", m.filename, err)
+	}
+	checksum := fmt.Sprintf("%x", sha256.Sum256(body))
+
+	tx, err := conn.Begin()
+	if err != nil {
+		return fmt.Errorf("begin tx: %w", err)
+	}
+	defer func() { _ = tx.Rollback() }()
+
+	if _, err := tx.Exec(string(body)); err != nil {
+		return fmt.Errorf("exec sql: %w", err)
+	}
+	if _, err := tx.Exec(`
+		INSERT INTO paliad.applied_migrations(version, name, applied_at, checksum)
+		VALUES ($1, $2, now(), $3)
+	`, m.version, m.name, checksum); err != nil {
+		return fmt.Errorf("record applied: %w", err)
+	}
+	return tx.Commit()
+}

internal/db/migrate_test.go

@@ -0,0 +1,145 @@
+// Package db tests — migration dry-run gate.
+//
+// This is the test that catches mig-N crash-loops before they reach prod.
+// The new runner tracks applied state as a set in paliad.applied_migrations
+// (one row per migration; see migrate.go). A migration that compiles cleanly
+// but fails on apply (typo, missing column, wrong CHECK shape) crashes the
+// Dokploy container loop before paliad.de finishes binding :8080, and the
+// only way to learn about it today is to watch the deploy log.
+//
+// TestMigrations_DryRun closes that gap: for every *.up.sql in this
+// directory whose version is NOT present in paliad.applied_migrations on
+// the scratch DB, it opens a transaction, runs the SQL, and ROLLBACKs.
+// Any error fails the test with the file name + Postgres error. Always
+// non-destructive — the ROLLBACK runs even on success, so the scratch DB
+// stays at its starting set.
+//
+// "Pending" means: a version that's on disk but not in applied_migrations.
+// In CI against a fresh scratch DB (where applied_migrations either
+// doesn't exist or is empty), every migration is pending and gets
+// verified. On a developer laptop whose scratch DB is already at HEAD,
+// no migrations are pending and the test logs and passes — the protection
+// only kicks in the moment a new *.up.sql lands in the tree before the
+// developer runs `db.ApplyMigrations` against the same scratch DB.
+//
+// Requires TEST_DATABASE_URL (same pattern as the rest of the live-DB
+// tests). Skipped without it.
+//
+// Design: docs/design-paliad-test-strategy-2026-05-19.md §5 Slice 1 and
+// docs/design-migration-runner-applied-set-2026-05-20.md §6.
+
+package db
+
+import (
+	"database/sql"
+	"fmt"
+	"os"
+	"strings"
+	"testing"
+
+	_ "github.com/lib/pq"
+)
+
+// TestMigrations_DryRun walks every pending *.up.sql in numeric order,
+// applies each inside its own BEGIN/ROLLBACK against the scratch DB, and
+// fails the test on the first SQL error. Reports per-file as a sub-test so
+// `go test -v` shows which migration failed.
+func TestMigrations_DryRun(t *testing.T) {
+	url := os.Getenv("TEST_DATABASE_URL")
+	if url == "" {
+		t.Skip("TEST_DATABASE_URL not set — skipping migration dry-run")
+	}
+
+	conn, err := sql.Open("postgres", url)
+	if err != nil {
+		t.Fatalf("open: %v", err)
+	}
+	defer conn.Close()
+	if err := conn.Ping(); err != nil {
+		t.Fatalf("ping: %v", err)
+	}
+
+	// The paliad schema must exist before migration 001 runs against it,
+	// mirroring the bootstrap step in ApplyMigrations. Without this, a
+	// fresh scratch DB would fail migration 001's CREATE TABLE paliad.*
+	// statements inside the BEGIN/ROLLBACK probe with "schema paliad does
+	// not exist" — a false negative that distracts from real errors.
+	if _, err := conn.Exec(`CREATE SCHEMA IF NOT EXISTS paliad`); err != nil {
+		t.Fatalf("ensure paliad schema: %v", err)
+	}
+
+	applied, err := readAppliedVersions(conn)
+	if err != nil {
+		t.Fatalf("read applied_migrations: %v", err)
+	}
+
+	onDisk, err := scanEmbeddedMigrations()
+	if err != nil {
+		t.Fatalf("scan embedded migrations: %v", err)
+	}
+
+	var pending []migration
+	for _, m := range onDisk {
+		if !applied[m.version] {
+			pending = append(pending, m)
+		}
+	}
+
+	if len(pending) == 0 {
+		t.Logf("no pending migrations — scratch DB applied set covers every on-disk version (%d total)",
+			len(onDisk))
+		return
+	}
+	t.Logf("scratch DB has %d/%d on-disk migrations applied; walking %d pending",
+		len(applied), len(onDisk), len(pending))
+
+	for _, m := range pending {
+		t.Run(fmt.Sprintf("%03d_%s", m.version, m.name), func(t *testing.T) {
+			body, err := migrationFS.ReadFile("migrations/" + m.filename)
+			if err != nil {
+				t.Fatalf("read %s: %v", m.filename, err)
+			}
+			tx, err := conn.Begin()
+			if err != nil {
+				t.Fatalf("begin: %v", err)
+			}
+			// Always rollback; the dry-run must not leave the scratch
+			// DB at a different applied set than where it started.
+			// Rollback is safe after a failed Exec — Postgres aborts
+			// the transaction internally on the first error.
+			defer func() { _ = tx.Rollback() }()
+
+			if _, err := tx.Exec(string(body)); err != nil {
+				t.Fatalf("migration %s failed dry-run: %v", m.filename, err)
+			}
+		})
+	}
+}
+
+// readAppliedVersions returns the set of versions present in
+// paliad.applied_migrations on the scratch DB. Missing table → empty set
+// (fresh-DB path; the table only exists after the runner has been called).
+//
+// We don't pre-create the table here because the dry-run is supposed to be
+// a passive observer — it must not mutate the scratch DB outside of its
+// own per-mig BEGIN/ROLLBACK probes. A "table doesn't exist" outcome is
+// the right read against a virgin scratch DB.
+func readAppliedVersions(conn *sql.DB) (map[int]bool, error) {
+	rows, err := conn.Query(`SELECT version FROM paliad.applied_migrations`)
+	if err != nil {
+		if strings.Contains(err.Error(), "does not exist") {
+			return map[int]bool{}, nil
+		}
+		return nil, err
+	}
+	defer rows.Close()
+	out := map[int]bool{}
+	for rows.Next() {
+		var v int
+		if err := rows.Scan(&v); err != nil {
+			return nil, err
+		}
+		out[v] = true
+	}
+	return out, rows.Err()
+}

internal/db/migrations/096_proceeding_code_rename.down.sql

@@ -0,0 +1,99 @@
+-- Reverses mig 096. Restores the original UPPER_SNAKE codes on
+-- paliad.proceeding_types + paliad.event_category_concepts, drops the
+-- new upc.ccr.cfi row, removes the shape CHECK, refreshes the
+-- deadline_search materialized view, then drops the snapshot table.
+--
+-- audit_reason wrapper required by the mig 079 audit trigger.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 096 (down): revert t-paliad-206 proceeding-code rename — restore UPPER_SNAKE codes from proceeding_types_pre_096, delete upc.ccr.cfi peer, drop shape CHECK',
+    true);
+
+-- =============================================================================
+-- 1. Drop the shape CHECK first so the UPPER_SNAKE restores don't trip it.
+-- =============================================================================
+
+ALTER TABLE paliad.proceeding_types
+    DROP CONSTRAINT IF EXISTS paliad_proceeding_code_shape;
+
+-- =============================================================================
+-- 2. Delete the upc.ccr.cfi peer. The down restores the pre-096 state, which
+--    didn't have this row. If the row is already missing, the DELETE
+--    matches zero — idempotent.
+-- =============================================================================
+
+DELETE FROM paliad.proceeding_types
+ WHERE code = 'upc.ccr.cfi';
+
+-- =============================================================================
+-- 3. Restore proceeding_types.code from the pre_096 snapshot. The snapshot
+--    captured the rows at first up-migration run; if the table is missing
+--    (down run before up), the restore is a no-op.
+-- =============================================================================
+
+DO $$
+DECLARE
+    v_snap_exists boolean;
+BEGIN
+    SELECT EXISTS (
+        SELECT 1
+          FROM information_schema.tables
+         WHERE table_schema = 'paliad'
+           AND table_name = 'proceeding_types_pre_096'
+    ) INTO v_snap_exists;
+
+    IF NOT v_snap_exists THEN
+        RAISE NOTICE
+            'mig 096 (down): snapshot table paliad.proceeding_types_pre_096 missing — nothing to restore';
+        RETURN;
+    END IF;
+
+    UPDATE paliad.proceeding_types pt
+       SET code = snap.code
+      FROM paliad.proceeding_types_pre_096 snap
+     WHERE pt.id = snap.id
+       AND pt.code <> snap.code;
+END $$;
+
+-- =============================================================================
+-- 4. Revert soft references on event_category_concepts.proceeding_type_code
+--    by running the inverse mapping. Symmetric with §4 of the up migration.
+-- =============================================================================
+
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'UPC_INF'         WHERE proceeding_type_code = 'upc.inf.cfi';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'UPC_REV'         WHERE proceeding_type_code = 'upc.rev.cfi';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'UPC_PI'          WHERE proceeding_type_code = 'upc.pi.cfi';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'UPC_APP'         WHERE proceeding_type_code = 'upc.apl.merits';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'UPC_DAMAGES'     WHERE proceeding_type_code = 'upc.dmgs.cfi';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'UPC_DISCOVERY'   WHERE proceeding_type_code = 'upc.disc.cfi';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'UPC_COST_APPEAL' WHERE proceeding_type_code = 'upc.apl.cost';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'UPC_APP_ORDERS'  WHERE proceeding_type_code = 'upc.apl.order';
+
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'DE_INF'      WHERE proceeding_type_code = 'de.inf.lg';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'DE_INF_OLG'  WHERE proceeding_type_code = 'de.inf.olg';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'DE_INF_BGH'  WHERE proceeding_type_code = 'de.inf.bgh';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'DE_NULL'     WHERE proceeding_type_code = 'de.null.bpatg';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'DE_NULL_BGH' WHERE proceeding_type_code = 'de.null.bgh';
+
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'EP_GRANT' WHERE proceeding_type_code = 'epa.grant.exa';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'EPA_OPP'  WHERE proceeding_type_code = 'epa.opp.opd';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'EPA_APP'  WHERE proceeding_type_code = 'epa.opp.boa';
+
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'DPMA_OPP'              WHERE proceeding_type_code = 'dpma.opp.dpma';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'DPMA_BPATG_BESCHWERDE' WHERE proceeding_type_code = 'dpma.appeal.bpatg';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'DPMA_BGH_RB'           WHERE proceeding_type_code = 'dpma.appeal.bgh';
+
+-- =============================================================================
+-- 5. Refresh deadline_search so the reverted proceeding_code strings
+--    repopulate the materialized view.
+-- =============================================================================
+
+REFRESH MATERIALIZED VIEW paliad.deadline_search;
+
+-- =============================================================================
+-- 6. Drop the snapshot table so a re-applied up migration captures a
+--    fresh snapshot of the current state.
+-- =============================================================================
+
+DROP TABLE IF EXISTS paliad.proceeding_types_pre_096;

internal/db/migrations/096_proceeding_code_rename.up.sql

@@ -0,0 +1,226 @@
+-- t-paliad-206 / proceeding-code rename — replace the historical
+-- UPPER_SNAKE proceeding codes with the lowercase dot-separated
+-- taxonomy ratified by m on 2026-05-18 (see
+-- docs/design-proceeding-code-taxonomy-2026-05-18.md).
+--
+-- IDs are stable. Only the `code` STRING changes. FKs
+-- (deadline_rules.proceeding_type_id, projects.proceeding_type_id,
+-- deadline_rules.spawn_proceeding_type_id) reference IDs, so the
+-- existing rule corpus and spawn wiring continue to work unchanged
+-- (incl. mig 095's spawn_proceeding_type_id=11 which becomes
+-- 'upc.apl.merits' after this migration).
+--
+-- Soft references on `code` (text column on event_category_concepts) are
+-- updated row-for-row to keep the soft join through proceeding_types.code
+-- resolving.
+--
+-- The materialized view paliad.deadline_search projects pt.code as
+-- proceeding_code; mig 096 REFRESHes it at the bottom so the new codes
+-- show up in search results immediately.
+--
+-- Idempotent:
+--   * UPDATEs are guarded by `WHERE code = '<OLD>'`. Re-running after a
+--     successful first apply is a no-op.
+--   * INSERT of upc.ccr.cfi uses `WHERE NOT EXISTS` keyed on the new
+--     code (bohr noted in t-paliad-205 that a UNIQUE constraint on the
+--     code column is not present, hence WHERE NOT EXISTS rather than
+--     ON CONFLICT).
+--   * CHECK constraint is dropped-then-recreated under the same name
+--     (paliad_proceeding_code_shape) so reapplication doesn't error.
+--   * Snapshot table uses CREATE TABLE IF NOT EXISTS.
+--
+-- audit_reason wrapper required by the mig 079 audit trigger.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 096: t-paliad-206 proceeding-code rename — lowercase dot-separated taxonomy + new upc.ccr.cfi illustrative peer; see docs/design-proceeding-code-taxonomy-2026-05-18.md',
+    true);
+
+-- =============================================================================
+-- 1. Backup snapshot of paliad.proceeding_types BEFORE the rename. The
+--    rename is forward-only in code (the Go + frontend sweeps reference
+--    the new strings) but the DB snapshot is the audit anchor and the
+--    source for the down migration.
+-- =============================================================================
+
+CREATE TABLE IF NOT EXISTS paliad.proceeding_types_pre_096 AS
+SELECT *, now() AS snapshotted_at
+  FROM paliad.proceeding_types;
+
+COMMENT ON TABLE paliad.proceeding_types_pre_096 IS
+    'Snapshot of paliad.proceeding_types taken before mig 096 renamed '
+    'the `code` strings to the lowercase dot-separated taxonomy '
+    '(t-paliad-206, 2026-05-18). Source-of-truth for the down '
+    'migration; persists post-rename as the permanent audit record.';
+
+-- =============================================================================
+-- 2. Drop any prior shape CHECK so we can recreate it post-rename. The
+--    constraint name is stable so reapplication idempotently drops it.
+-- =============================================================================
+
+ALTER TABLE paliad.proceeding_types
+    DROP CONSTRAINT IF EXISTS paliad_proceeding_code_shape;
+
+-- =============================================================================
+-- 3. The 19 renames. Order-independent — every UPDATE is guarded by
+--    `WHERE code = '<OLD>'` so re-application is a no-op. id values in
+--    the trailing comment for cross-reference with the design doc.
+-- =============================================================================
+
+-- UPC
+UPDATE paliad.proceeding_types SET code = 'upc.inf.cfi'    WHERE code = 'UPC_INF';        -- id=8
+UPDATE paliad.proceeding_types SET code = 'upc.rev.cfi'    WHERE code = 'UPC_REV';        -- id=9
+UPDATE paliad.proceeding_types SET code = 'upc.pi.cfi'     WHERE code = 'UPC_PI';         -- id=10
+UPDATE paliad.proceeding_types SET code = 'upc.apl.merits' WHERE code = 'UPC_APP';        -- id=11
+UPDATE paliad.proceeding_types SET code = 'upc.dmgs.cfi'   WHERE code = 'UPC_DAMAGES';    -- id=17
+UPDATE paliad.proceeding_types SET code = 'upc.disc.cfi'   WHERE code = 'UPC_DISCOVERY';  -- id=18
+UPDATE paliad.proceeding_types SET code = 'upc.apl.cost'   WHERE code = 'UPC_COST_APPEAL';-- id=19
+UPDATE paliad.proceeding_types SET code = 'upc.apl.order'  WHERE code = 'UPC_APP_ORDERS'; -- id=20
+
+-- DE
+UPDATE paliad.proceeding_types SET code = 'de.inf.lg'      WHERE code = 'DE_INF';         -- id=12
+UPDATE paliad.proceeding_types SET code = 'de.inf.olg'     WHERE code = 'DE_INF_OLG';     -- id=25
+UPDATE paliad.proceeding_types SET code = 'de.inf.bgh'     WHERE code = 'DE_INF_BGH';     -- id=26
+UPDATE paliad.proceeding_types SET code = 'de.null.bpatg'  WHERE code = 'DE_NULL';        -- id=13
+UPDATE paliad.proceeding_types SET code = 'de.null.bgh'    WHERE code = 'DE_NULL_BGH';    -- id=27
+
+-- EPA
+UPDATE paliad.proceeding_types SET code = 'epa.grant.exa'  WHERE code = 'EP_GRANT';       -- id=16
+UPDATE paliad.proceeding_types SET code = 'epa.opp.opd'    WHERE code = 'EPA_OPP';        -- id=14
+UPDATE paliad.proceeding_types SET code = 'epa.opp.boa'    WHERE code = 'EPA_APP';        -- id=15
+
+-- DPMA
+UPDATE paliad.proceeding_types SET code = 'dpma.opp.dpma'     WHERE code = 'DPMA_OPP';              -- id=28
+UPDATE paliad.proceeding_types SET code = 'dpma.appeal.bpatg' WHERE code = 'DPMA_BPATG_BESCHWERDE';-- id=29
+UPDATE paliad.proceeding_types SET code = 'dpma.appeal.bgh'   WHERE code = 'DPMA_BGH_RB';          -- id=30
+
+-- =============================================================================
+-- 4. Update soft references on event_category_concepts.proceeding_type_code.
+--    Same OLD→NEW table as above; the column has a UNIQUE NULLS NOT
+--    DISTINCT constraint on (event_category_id, concept_id, proceeding_type_code)
+--    but no row has the NEW string yet so the UPDATEs cannot collide.
+-- =============================================================================
+
+-- UPC
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'upc.inf.cfi'    WHERE proceeding_type_code = 'UPC_INF';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'upc.rev.cfi'    WHERE proceeding_type_code = 'UPC_REV';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'upc.pi.cfi'     WHERE proceeding_type_code = 'UPC_PI';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'upc.apl.merits' WHERE proceeding_type_code = 'UPC_APP';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'upc.dmgs.cfi'   WHERE proceeding_type_code = 'UPC_DAMAGES';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'upc.disc.cfi'   WHERE proceeding_type_code = 'UPC_DISCOVERY';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'upc.apl.cost'   WHERE proceeding_type_code = 'UPC_COST_APPEAL';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'upc.apl.order'  WHERE proceeding_type_code = 'UPC_APP_ORDERS';
+
+-- DE
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'de.inf.lg'      WHERE proceeding_type_code = 'DE_INF';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'de.inf.olg'     WHERE proceeding_type_code = 'DE_INF_OLG';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'de.inf.bgh'     WHERE proceeding_type_code = 'DE_INF_BGH';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'de.null.bpatg'  WHERE proceeding_type_code = 'DE_NULL';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'de.null.bgh'    WHERE proceeding_type_code = 'DE_NULL_BGH';
+
+-- EPA
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'epa.grant.exa'  WHERE proceeding_type_code = 'EP_GRANT';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'epa.opp.opd'    WHERE proceeding_type_code = 'EPA_OPP';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'epa.opp.boa'    WHERE proceeding_type_code = 'EPA_APP';
+
+-- DPMA
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'dpma.opp.dpma'     WHERE proceeding_type_code = 'DPMA_OPP';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'dpma.appeal.bpatg' WHERE proceeding_type_code = 'DPMA_BPATG_BESCHWERDE';
+UPDATE paliad.event_category_concepts SET proceeding_type_code = 'dpma.appeal.bgh'   WHERE proceeding_type_code = 'DPMA_BGH_RB';
+
+-- =============================================================================
+-- 5. Insert the new illustrative peer `upc.ccr.cfi`. is_active=true so it
+--    surfaces in the determinator + dropdowns; no rules attached.
+--    proceeding_mapping.go routes cascade hits on this code back to
+--    upc.inf.cfi (id=8) with the with_ccr default flag — see design doc S1.
+--
+--    WHERE NOT EXISTS gates the insert on the new code so re-application
+--    is a no-op even though there's no UNIQUE constraint on (code).
+-- =============================================================================
+
+INSERT INTO paliad.proceeding_types
+    (code, category, jurisdiction, is_active, name, name_en, description)
+SELECT
+    'upc.ccr.cfi',
+    'fristenrechner',
+    'UPC',
+    true,
+    'Widerklage auf Nichtigkeit',
+    'Counterclaim for Revocation',
+    'Illustrativer Peer von upc.inf.cfi für Widerklagen auf Nichtigkeit. Regeln liegen auf upc.inf.cfi (with_ccr=true); der Fristenrechner leitet bei Auswahl dorthin weiter. Keine eigenen Fristregeln.'
+WHERE NOT EXISTS (
+    SELECT 1 FROM paliad.proceeding_types
+     WHERE code = 'upc.ccr.cfi');
+
+-- =============================================================================
+-- 6. CHECK constraint on the code shape. Active rows must conform to the
+--    new lowercase dot-separated form; the carve-out for
+--    `_archived_litigation` keeps the Pipeline-A bucket addressable.
+-- =============================================================================
+
+ALTER TABLE paliad.proceeding_types
+    ADD CONSTRAINT paliad_proceeding_code_shape
+    CHECK (
+        code ~ '^[a-z]+\.[a-z]+\.[a-z]+$'
+        OR code ~ '^_archived_'
+    );
+
+-- =============================================================================
+-- 7. Refresh the deadline_search materialized view so search hits return
+--    the new proceeding_code strings immediately.
+-- =============================================================================
+
+REFRESH MATERIALIZED VIEW paliad.deadline_search;
+
+-- =============================================================================
+-- 8. Hard assertions. Half-applied migrations would leave the rule corpus
+--    inconsistent with the new shape; assert every active fristenrechner
+--    code conforms and that no old codes leak.
+-- =============================================================================
+
+DO $$
+DECLARE
+    v_new_shape integer;
+    v_old_codes integer;
+    v_ccr_row   integer;
+BEGIN
+    -- 8.1 Every active fristenrechner row matches the new shape regex.
+    --     20 = 19 renamed rows + 1 newly inserted upc.ccr.cfi. The check
+    --     uses >= so an additional row added in a follow-up migration
+    --     doesn't trip the assertion.
+    SELECT count(*) INTO v_new_shape
+      FROM paliad.proceeding_types
+     WHERE category = 'fristenrechner'
+       AND is_active = true
+       AND code ~ '^[a-z]+\.[a-z]+\.[a-z]+$';
+    IF v_new_shape < 20 THEN
+        RAISE EXCEPTION
+            'mig 096: expected >= 20 active fristenrechner rows on the new shape, got %',
+            v_new_shape;
+    END IF;
+
+    -- 8.2 No old UPPER_SNAKE codes remain on any row.
+    SELECT count(*) INTO v_old_codes
+      FROM paliad.proceeding_types
+     WHERE code LIKE 'UPC\_%' ESCAPE '\'
+        OR code LIKE 'DE\_%'  ESCAPE '\'
+        OR code LIKE 'EPA\_%' ESCAPE '\'
+        OR code LIKE 'EP\_%'  ESCAPE '\'
+        OR code LIKE 'DPMA\_%' ESCAPE '\';
+    IF v_old_codes <> 0 THEN
+        RAISE EXCEPTION
+            'mig 096: expected 0 old UPPER_SNAKE codes after rename, got %',
+            v_old_codes;
+    END IF;
+
+    -- 8.3 The new ccr peer exists and is active.
+    SELECT count(*) INTO v_ccr_row
+      FROM paliad.proceeding_types
+     WHERE code = 'upc.ccr.cfi'
+       AND is_active = true;
+    IF v_ccr_row <> 1 THEN
+        RAISE EXCEPTION
+            'mig 096: expected 1 active upc.ccr.cfi row, got %',
+            v_ccr_row;
+    END IF;
+END $$;

internal/db/migrations/097_legal_citation_backfill.down.sql

@@ -0,0 +1,59 @@
+-- Reverses mig 097. Restores rule_code + legal_source on every row
+-- touched by the backfill (and the rev.defence normalization) from the
+-- paliad.deadline_rules_pre_097 snapshot, refreshes the deadline_search
+-- materialized view, then drops the snapshot.
+--
+-- audit_reason wrapper required by the mig 079 audit trigger.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 097 (down): revert t-paliad-210 legal-citation backfill — restore rule_code/legal_source from deadline_rules_pre_097 snapshot',
+    true);
+
+-- =============================================================================
+-- 1. Restore rule_code + legal_source from the pre_097 snapshot for every
+--    row whose current values diverge from the snapshot. Symmetric across
+--    the § 1 / § 2 / § 3 backfills and the § 5 rev.defence normalization
+--    in one pass. If the snapshot table is missing (down run before up),
+--    the restore is a no-op.
+-- =============================================================================
+
+DO $$
+DECLARE
+    v_snap_exists boolean;
+BEGIN
+    SELECT EXISTS (
+        SELECT 1
+          FROM information_schema.tables
+         WHERE table_schema = 'paliad'
+           AND table_name = 'deadline_rules_pre_097'
+    ) INTO v_snap_exists;
+
+    IF NOT v_snap_exists THEN
+        RAISE NOTICE
+            'mig 097 (down): snapshot table paliad.deadline_rules_pre_097 missing — nothing to restore';
+        RETURN;
+    END IF;
+
+    UPDATE paliad.deadline_rules dr
+       SET rule_code    = snap.rule_code,
+           legal_source = snap.legal_source
+      FROM paliad.deadline_rules_pre_097 snap
+     WHERE dr.id = snap.id
+       AND (dr.rule_code    IS DISTINCT FROM snap.rule_code
+         OR dr.legal_source IS DISTINCT FROM snap.legal_source);
+END $$;
+
+-- =============================================================================
+-- 2. Refresh deadline_search so the reverted rule_code / legal_source
+--    values repopulate the materialized view.
+-- =============================================================================
+
+REFRESH MATERIALIZED VIEW paliad.deadline_search;
+
+-- =============================================================================
+-- 3. Drop the snapshot so a re-applied up migration captures a fresh
+--    snapshot of the current state.
+-- =============================================================================
+
+DROP TABLE IF EXISTS paliad.deadline_rules_pre_097;

internal/db/migrations/097_legal_citation_backfill.up.sql

@@ -0,0 +1,684 @@
+-- t-paliad-210 / legal-citation backfill — apply huygens's HIGH/MED
+-- proposals from docs/proposals/legal-citation-backfill-2026-05-18.md
+-- (commit 391be09) PLUS m's 2026-05-18 FLAG walk-through (paliadin/head
+-- instruction-msg 2002). Scope grew from the original brief: m approved
+-- filling almost every category, with only 3 FLAG-J rows left NULL.
+--
+-- Touches (in 8 buckets, ~135 rows):
+--
+--   § 1  Easy wins                — 6 rows. rule_code only. The 2
+--                                   § 123 PatG twins (Wiedereinsetzung)
+--                                   move into the FLAG-A dedup bucket
+--                                   below; not filled here.
+--
+--   § 2  HIGH/MED proceeding-typed — 15 rows. rule_code + legal_source.
+--
+--   § 3  HIGH/MED orphans         — 47 rows. rule_code + legal_source.
+--                                   For UPC rows also rule_codes[]
+--                                   normalized to ARRAY[rule_code].
+--                                   Excludes 3 archive-dest dup rows
+--                                   that are filled via the canonical
+--                                   in § 4 instead (5c0508f4 /
+--                                   791fd0f7 / d886f46f).
+--
+--   § 4  FLAG-A dedup (clean only) — 3 canonical fills + 3 archive
+--                                   flips. Only sets where the
+--                                   duplicate rows share an existing
+--                                   rule_codes[] value (or both are
+--                                   NULL) are deduped:
+--                                     * 2× "Wiedereinsetzungsantrag
+--                                       § 123 PatG" — canonical
+--                                       b588fa64 (lowest UUID),
+--                                       archive c24d494c.
+--                                     * 2× "Berufungsschrift R.220.1
+--                                       (a)/(b)" — canonical 1dfba5b1
+--                                       (filled in § 3.3), archive
+--                                       5c0508f4.
+--                                     * 2× "Berufungsbegründung R.220.1
+--                                       (a)/(b)" — canonical 573df3d1
+--                                       (filled in § 3.3), archive
+--                                       791fd0f7.
+--
+--                                   DEFERRED (paliadin/head msg 2006,
+--                                   pending m's call): 6× "Mängel-
+--                                   beseitigung / Zahlung" and 2×
+--                                   "Beginn des Hauptsacheverfahrens".
+--                                   Each row in those sets carries a
+--                                   DIFFERENT existing rule_codes[]
+--                                   value (Mängelbeseitigung: RoP.207
+--                                   .6.a, RoP.253.2, RoP.016.3.a,
+--                                   RoP.027.2, RoP.089.2, RoP.229.2;
+--                                   Beginn-Hauptsache: RoP.198 vs
+--                                   RoP.213). These may be distinct
+--                                   procedural-context rules masquer-
+--                                   ading as duplicates; m owns the
+--                                   collapse-or-preserve decision.
+--                                   Mig 097 leaves all 8 rows
+--                                   untouched (rule_code stays NULL,
+--                                   rule_codes[] stays as-is, neither
+--                                   archived nor filled).
+--
+--   § 5  FLAG-B court-scheduled    — 26 rows. Per m: "try to find the
+--                                   rules — they often exist." Cites
+--                                   the framing norm authorising the
+--                                   court to schedule the event (RoP.111
+--                                   for UPC oral hearings, RoP.118 for
+--                                   UPC decisions, § 285 ZPO / § 300
+--                                   ZPO for DE Verhandlung / Urteil,
+--                                   § 47 / 78 / 79 / 107 PatG for
+--                                   DPMA/BPatG/BGH variants, etc.).
+--
+--   § 6  FLAG-C/D rubber-stamp     — 5 rows. rev.reply/rev.rejoin/
+--                                   app.response use canonical RoP.5x
+--                                   regardless of duration-vs-norm
+--                                   mismatch (m: "just go ahead").
+--                                   de_inf.replik/de_inf.duplik cite
+--                                   § 273 ZPO (court-set framing).
+--
+--   § 7  FLAG-E service triggers   — 6 rows (DE/EPA). Service-trigger
+--                                   citations on Zustellung events.
+--                                   UPC initial-submission rows carry
+--                                   the RoP.271.b 10-day deferral as a
+--                                   secondary cite in rule_codes[]
+--                                   (handled in § 9 below).
+--
+--   § 8  FLAG-F combined-pleading  — 5 rows. Use rule_codes[] multi-cite
+--                                   array (column already exists from
+--                                   mig 095). Primary cite in
+--                                   rule_code, full set in rule_codes[].
+--
+--   § 9  FLAG-G/H/I + RoP.271.b    — 13 rows. G: 2 Patentänderung
+--                                   orphans split by INF/REV context.
+--                                   H: 8 sub-paragraph spot-checks
+--                                   applied as-is per the doc. I: 3
+--                                   negative-declaration rows cite
+--                                   RoP.069 by analogy.
+--                                   Plus: 5 UPC initial-submission rows
+--                                   append RoP.271.b to rule_codes[]
+--                                   as the 10-day service deferral.
+--                                   m flagged this distinct from the
+--                                   primary substantive cite.
+--
+--   § 10 R.19 label rename         — 2 rows max. inf.prelim / rev.prelim:
+--                                   set name to "Einspruch (R. 19 VerfO)"
+--                                   / "Einspruch (R. 19 i.V.m. R. 46
+--                                   VerfO)" + rule_code 'RoP.019.1'.
+--                                   Originally drafted in fermi's
+--                                   t-paliad-207 session; m applied the
+--                                   rename live on prod and asked us to
+--                                   consolidate the mig here per Path-A.
+--                                   Guard `name LIKE 'Vorab-Einrede%'`
+--                                   makes this a defensive no-op on the
+--                                   prod DB (fermi already wrote there)
+--                                   but applies cleanly on any future
+--                                   deploy that hasn't seen the live
+--                                   write.
+--
+--   § 11 Side-fix RoP.49.1 → .049.1 — 1 row. rev.defence carries an
+--                                   un-padded rule_code; all other UPC
+--                                   RoP rules under 100 use 3-digit
+--                                   padding. legal_source stays
+--                                   'UPC.RoP.49.1' (structured locator
+--                                   never pads).
+--
+-- FLAG-J kept NULL (3 rows: d124c95b — Aufhebung Entscheidung des
+-- Amtes, 002c2ba7 — Folgemaßnahmen Validitätsentscheidung, 902cc5d5 —
+-- Klärung Übersetzungsfragen). m will pick them up later via
+-- /admin/rules. Existing rule_codes[] on these is left untouched.
+--
+-- Idempotent:
+--   * Backfill UPDATEs guarded on `rule_code IS NULL` (the de-novo fill
+--     bucket) — re-running is a no-op.
+--   * Archive UPDATEs guarded on `is_active = true AND lifecycle_state
+--     = 'published'` — re-running is a no-op.
+--   * Normalization UPDATE guarded on `rule_code = 'RoP.49.1'` — no-op
+--     after first apply.
+--   * Prelim rename UPDATEs guarded on `name LIKE 'Vorab-Einrede%'` —
+--     no-op after first apply or on prod (fermi already wrote).
+--   * Snapshot table uses CREATE TABLE IF NOT EXISTS.
+--   * Materialized-view refresh is safe to repeat.
+--
+-- audit_reason is set at the top via set_config(..., true) so the
+-- mig-079 audit trigger on paliad.deadline_rules accepts the UPDATEs.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 097: t-paliad-210 legal-citation backfill — m''s FLAG walk-through 2026-05-18 (paliadin/head msg 2002). HIGH/MED proposals from docs/proposals/legal-citation-backfill-2026-05-18.md (commit 391be09) plus FLAG-A dedup + FLAG-B court-scheduled cites + FLAG-F rule_codes[] multi-cite + RoP.271.b on UPC initial submissions + RoP.49.1 padding normalization + R.19 prelim rename (fermi/t-paliad-207 consolidated)',
+    true);
+
+-- =============================================================================
+-- 0. Backup snapshot of paliad.deadline_rules BEFORE the backfill. Full
+--    table snapshot for the complete pre-097 baseline. Matches the
+--    mig 096 pattern (proceeding_types_pre_096).
+-- =============================================================================
+
+CREATE TABLE IF NOT EXISTS paliad.deadline_rules_pre_097 AS
+SELECT *, now() AS snapshotted_at
+  FROM paliad.deadline_rules;
+
+COMMENT ON TABLE paliad.deadline_rules_pre_097 IS
+    'Snapshot of paliad.deadline_rules taken before mig 097 backfilled '
+    'rule_code + legal_source + rule_codes[] across huygens''s HIGH/MED '
+    'proposals (t-paliad-208) and m''s expanded FLAG walk-through '
+    '(2026-05-18). Source-of-truth for the down migration; persists '
+    'post-backfill as the permanent audit anchor — also retains the '
+    'pre-dedup per-row rule_codes[] for the Mängelbeseitigung × 6 + '
+    'Beginn-Hauptsache × 2 sets in case m later wants to recover the '
+    'procedural-context citations.';
+
+-- =============================================================================
+-- 1. § 1 Easy wins (6 rows). legal_source already populated; only
+--    rule_code missing. The 2 § 123 PatG Wiedereinsetzung twins
+--    (c24d494c…, b588fa64…) are handled in § 4 below as part of the
+--    FLAG-A dedup.
+-- =============================================================================
+
+UPDATE paliad.deadline_rules SET rule_code = '§ 253 ZPO'
+ WHERE id = '1f532c82-9e6d-4f48-bd16-fa2fc71d5880' AND rule_code IS NULL;  -- de_inf.klage / Klageerhebung
+UPDATE paliad.deadline_rules SET rule_code = '§ 339 ZPO'
+ WHERE id = '20254f4e-d213-4cf6-8f5f-1d9d36eeb6ac' AND rule_code IS NULL;  -- Einspruch gegen Versäumnisurteil
+UPDATE paliad.deadline_rules SET rule_code = '§ 296a ZPO'
+ WHERE id = '3c36f149-3a81-456e-aac1-d4d18bfcb16b' AND rule_code IS NULL;  -- Schriftsatznachreichung
+UPDATE paliad.deadline_rules SET rule_code = 'R. 135 EPÜ'
+ WHERE id = 'f1099cf6-4c87-430e-b1c5-488bd44cb143' AND rule_code IS NULL;  -- Weiterbehandlungsantrag (Art. 121 EPÜ)
+UPDATE paliad.deadline_rules SET rule_code = '§ 234 ZPO'
+ WHERE id = 'd40d9be7-e1b6-451c-bee2-6eaee2307ec5' AND rule_code IS NULL;  -- Wiedereinsetzungsantrag (§ 233 ZPO)
+UPDATE paliad.deadline_rules SET rule_code = 'R. 136 EPÜ'
+ WHERE id = '23c6f445-4ed2-4ade-8ea0-c4ab6b364bb6' AND rule_code IS NULL;  -- Wiedereinsetzungsantrag (Art. 122 EPÜ)
+
+-- =============================================================================
+-- 2. § 2 Proceeding-typed HIGH/MED (15 rows). rule_code + legal_source.
+--    Note: rule_codes[] is set in § 9 for the 5 UPC initial-submission
+--    rows (inf.soc / rev.app / pi.app / damages.app / disc.app) to
+--    include the RoP.271.b secondary cite. For DE/EPA rows here,
+--    rule_codes[] is left untouched (currently NULL and not used for
+--    DE/EPA citations in this corpus).
+-- =============================================================================
+
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.013.1',  legal_source = 'UPC.RoP.13.1'
+ WHERE id = '42be6c9b-8e84-4804-962f-94c3315aca1b' AND rule_code IS NULL;  -- upc.inf.cfi / inf.soc
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.042',    legal_source = 'UPC.RoP.42'
+ WHERE id = '995c108e-e73a-4f9c-b79f-47abe7c94108' AND rule_code IS NULL;  -- upc.rev.cfi / rev.app
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.206',    legal_source = 'UPC.RoP.206'
+ WHERE id = 'ed0194b7-74ab-4402-8971-7211f6036ff9' AND rule_code IS NULL;  -- upc.pi.cfi / pi.app
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.243',    legal_source = 'UPC.RoP.243',    rule_codes = ARRAY['RoP.243']::text[]
+ WHERE id = '85f92b72-c654-4429-8e91-03402f9438c6' AND rule_code IS NULL;  -- upc.apl.merits / app.oral
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.131',    legal_source = 'UPC.RoP.131'
+ WHERE id = '3e1719e8-f6f6-4260-8f02-754bd214937f' AND rule_code IS NULL;  -- upc.dmgs.cfi / damages.app
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.141',    legal_source = 'UPC.RoP.141'
+ WHERE id = 'eb1fa1d1-b345-42ba-ab14-79f5284166b0' AND rule_code IS NULL;  -- upc.disc.cfi / disc.app
+UPDATE paliad.deadline_rules SET rule_code = '§ 81 PatG',  legal_source = 'DE.PatG.81.1'
+ WHERE id = 'ba33e704-18f6-4486-8107-abdb1e9cbfad' AND rule_code IS NULL;  -- de.null.bpatg / de_null.klage
+UPDATE paliad.deadline_rules SET rule_code = '§ 58 PatG',  legal_source = 'DE.PatG.58.1'
+ WHERE id = '972f8fe4-8f4c-4497-9736-d60399ae5989' AND rule_code IS NULL;  -- dpma.opp.dpma / dpma_opp.publish
+UPDATE paliad.deadline_rules SET rule_code = 'Art. 75 EPÜ',  legal_source = 'EU.EPÜ.75'
+ WHERE id = 'a1766364-1478-4b13-ae02-0a94367c585e' AND rule_code IS NULL;  -- epa.grant.exa / ep_grant.filing
+UPDATE paliad.deadline_rules SET rule_code = 'Art. 92 EPÜ',  legal_source = 'EU.EPÜ.92'
+ WHERE id = '63069ae5-e380-4db5-b020-d1856f31300c' AND rule_code IS NULL;  -- epa.grant.exa / ep_grant.search
+UPDATE paliad.deadline_rules SET rule_code = 'Art. 97 EPÜ',  legal_source = 'EU.EPÜ.97.1'
+ WHERE id = '86b3a295-d76b-4566-955d-55f7a394524e' AND rule_code IS NULL;  -- epa.grant.exa / ep_grant.grant
+UPDATE paliad.deadline_rules SET rule_code = 'Art. 97 EPÜ',  legal_source = 'EU.EPÜ.97.3'
+ WHERE id = '520dd205-7b4a-45f4-b87f-e2be5d1e183e' AND rule_code IS NULL;  -- epa.opp.opd / epa_opp.grant
+UPDATE paliad.deadline_rules SET rule_code = 'Art. 101 EPÜ', legal_source = 'EU.EPÜ.101'
+ WHERE id = '8961a54b-2645-4af4-b0f5-114128150839' AND rule_code IS NULL;  -- epa.opp.opd / epa_opp.entsch
+UPDATE paliad.deadline_rules SET rule_code = 'Art. 116 EPÜ', legal_source = 'EU.EPÜ.116'
+ WHERE id = '926f333d-55d2-4a12-890e-0508a4ea1bd4' AND rule_code IS NULL;  -- epa.opp.boa / epa_app.oral
+UPDATE paliad.deadline_rules SET rule_code = 'Art. 111 EPÜ', legal_source = 'EU.EPÜ.111'
+ WHERE id = 'd0949eaf-da69-4972-90c2-7e6c1bebcd79' AND rule_code IS NULL;  -- epa.opp.boa / epa_app.entsch2
+
+-- =============================================================================
+-- 3. § 3 Orphan HIGH/MED (47 rows). rule_code + legal_source. For UPC
+--    rows also normalize rule_codes[] to ARRAY[rule_code] so the
+--    structured tooling field matches the display field. The orphan
+--    archive destinations (5c0508f4 / 791fd0f7 / d886f46f) are NOT
+--    filled here — they're flipped to archived in § 4.
+-- =============================================================================
+
+-- § 3.1 main-pleadings track (10 rows)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.023',     legal_source = 'UPC.RoP.23.1',     rule_codes = ARRAY['RoP.023']::text[]
+ WHERE id = 'e34097d6-670d-447a-bdfe-b42df20ba459' AND rule_code IS NULL;  -- Klageerwiderung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.025.1',   legal_source = 'UPC.RoP.25.1',     rule_codes = ARRAY['RoP.025.1']::text[]
+ WHERE id = '7d8a4804-0ebc-42c4-8552-624350cd81f3' AND rule_code IS NULL;  -- Nichtigkeitswiderklage
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.049.2.b', legal_source = 'UPC.RoP.49.2.b',   rule_codes = ARRAY['RoP.049.2.b']::text[]
+ WHERE id = 'c7523e6b-579d-4d80-afb3-e1cf11238d40' AND rule_code IS NULL;  -- Verletzungswiderklage
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.019.1',   legal_source = 'UPC.RoP.19.1',     rule_codes = ARRAY['RoP.019.1']::text[]
+ WHERE id = 'c57f62f8-bb52-4232-be85-9125fa93f58c' AND rule_code IS NULL;  -- Vorgängige Einrede
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.029.b',   legal_source = 'UPC.RoP.29.b',     rule_codes = ARRAY['RoP.029.b']::text[]
+ WHERE id = '84b390e0-1ca4-461a-942c-4ad94c643750' AND rule_code IS NULL;  -- Replik auf Klageerwiderung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.029.c',   legal_source = 'UPC.RoP.29.c',     rule_codes = ARRAY['RoP.029.c']::text[]
+ WHERE id = '176cc1ca-2b25-49ee-9c3e-8afed1673b7d' AND rule_code IS NULL;  -- Duplik Replik Klageerwiderung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.049.1',   legal_source = 'UPC.RoP.49.1',     rule_codes = ARRAY['RoP.049.1']::text[]
+ WHERE id = 'a32dcec1-6aaa-4a3c-936c-9a761d9362f0' AND rule_code IS NULL;  -- Erwiderung auf Nichtigkeitsklage
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.052',     legal_source = 'UPC.RoP.52',       rule_codes = ARRAY['RoP.052']::text[]
+ WHERE id = '1b5c6dee-0032-4be8-864c-f2ab945aacc5' AND rule_code IS NULL;  -- Duplik Replik Erwiderung Nichtigkeitsklage
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.056.1',   legal_source = 'UPC.RoP.56.1',     rule_codes = ARRAY['RoP.056.1']::text[]
+ WHERE id = 'bea86f9b-37d5-4f6e-b6bd-f0c01f053b66' AND rule_code IS NULL;  -- Erwiderung auf Verletzungswiderklage
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.056.3',   legal_source = 'UPC.RoP.56.3',     rule_codes = ARRAY['RoP.056.3']::text[]
+ WHERE id = '4834c957-2518-40e9-ad62-447f3f220d33' AND rule_code IS NULL;  -- Replik Erwiderung Verletzungswiderklage
+
+-- § 3.2 Patentänderungs-Track (1 row; FLAG-G twin rows are handled in § 9)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.032.1', legal_source = 'UPC.RoP.32.1', rule_codes = ARRAY['RoP.032.1']::text[]
+ WHERE id = '7e65a434-f5c6-4391-a65c-d02de735f551' AND rule_code IS NULL;  -- Erwiderung auf Patentänderungsantrag
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.032.3', legal_source = 'UPC.RoP.32.3', rule_codes = ARRAY['RoP.032.3']::text[]
+ WHERE id = 'dfd52792-840f-42c4-8b71-0f77d07cbb53' AND rule_code IS NULL;  -- Replik Erwiderung Patentänderung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.032.3', legal_source = 'UPC.RoP.32.3', rule_codes = ARRAY['RoP.032.3']::text[]
+ WHERE id = '8cdf54eb-5189-47fd-a390-6a0ee98e5243' AND rule_code IS NULL;  -- Duplik Replik Erwiderung Patentänderung
+
+-- § 3.3 appeal track (8 fills; 2 archive-destinations handled in § 4)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.224.1.a', legal_source = 'UPC.RoP.224.1.a', rule_codes = ARRAY['RoP.224.1.a']::text[]
+ WHERE id = '1dfba5b1-4ed1-40c1-9cf6-4ed8ff7a0818' AND rule_code IS NULL;  -- Berufungsschrift canonical
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.224.1.b', legal_source = 'UPC.RoP.224.1.b', rule_codes = ARRAY['RoP.224.1.b']::text[]
+ WHERE id = 'd560b3b6-9437-4b22-b62c-957d4a37d21a' AND rule_code IS NULL;  -- Berufungsschrift Orders
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.225.1',   legal_source = 'UPC.RoP.225.1',   rule_codes = ARRAY['RoP.225.1']::text[]
+ WHERE id = '573df3d1-8ea2-4a6e-b0d4-fc3cd10506da' AND rule_code IS NULL;  -- Berufungsbegründung canonical
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.224.1.b', legal_source = 'UPC.RoP.224.1.b', rule_codes = ARRAY['RoP.224.1.b']::text[]
+ WHERE id = '91e367dd-ffe6-4012-ac6a-b61c32e2b3b7' AND rule_code IS NULL;  -- Berufung (Anordnungen & mit Zulassung)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.221.1',   legal_source = 'UPC.RoP.221.1',   rule_codes = ARRAY['RoP.221.1']::text[]
+ WHERE id = 'ccb916df-4ee3-4dde-bcb0-6a5b557c0cba' AND rule_code IS NULL;  -- Berufungszulassung Kosten
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.220.3',   legal_source = 'UPC.RoP.220.3',   rule_codes = ARRAY['RoP.220.3']::text[]
+ WHERE id = '342e749d-c2bc-4148-974b-ac0331b76229' AND rule_code IS NULL;  -- Ermessensüberprüfung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.235.1',   legal_source = 'UPC.RoP.235.1',   rule_codes = ARRAY['RoP.235.1']::text[]
+ WHERE id = '10374392-b8db-4738-8a61-f8ce0fabcc3e' AND rule_code IS NULL;  -- Berufungserwiderung (224.2(a))
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.237.1',   legal_source = 'UPC.RoP.237.1',   rule_codes = ARRAY['RoP.237.1']::text[]
+ WHERE id = '6e39b653-1328-40e1-95f1-071fdf46eed6' AND rule_code IS NULL;  -- Anschlussberufung (224.2(a))
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.238.1',   legal_source = 'UPC.RoP.238.1',   rule_codes = ARRAY['RoP.238.1']::text[]
+ WHERE id = '6b989e85-e739-4e3b-bfd1-52b0e0c35f61' AND rule_code IS NULL;  -- Erwiderung Anschlussberufung (224.2(a))
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.238.2',   legal_source = 'UPC.RoP.238.2',   rule_codes = ARRAY['RoP.238.2']::text[]
+ WHERE id = 'e78f4652-acf9-4ecd-ac48-888ce475173f' AND rule_code IS NULL;  -- Erwiderung Anschlussberufung (224.2(b))
+
+-- § 3.4 Schadensbemessung / Rechnungslegung (7 rows)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.137.2', legal_source = 'UPC.RoP.137.2', rule_codes = ARRAY['RoP.137.2']::text[]
+ WHERE id = 'd414f603-14c1-49f2-91be-e305eba696e3' AND rule_code IS NULL;  -- Erwiderung Schadensbemessung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.139',   legal_source = 'UPC.RoP.139',   rule_codes = ARRAY['RoP.139']::text[]
+ WHERE id = '9f39e263-e9ec-4805-a82e-c7551a22c78d' AND rule_code IS NULL;  -- Replik Schadensbemessung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.139',   legal_source = 'UPC.RoP.139',   rule_codes = ARRAY['RoP.139']::text[]
+ WHERE id = '067ffdf0-180b-488f-a369-249f6bcb9faa' AND rule_code IS NULL;  -- Duplik Schadensbemessung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.142.2', legal_source = 'UPC.RoP.142.2', rule_codes = ARRAY['RoP.142.2']::text[]
+ WHERE id = '429b8ec0-227a-4945-8b20-6ad79330a490' AND rule_code IS NULL;  -- Erwiderung Rechnungslegung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.142.3', legal_source = 'UPC.RoP.142.3', rule_codes = ARRAY['RoP.142.3']::text[]
+ WHERE id = '8d36fc76-61b9-4e99-b113-eed4c9c4b2c7' AND rule_code IS NULL;  -- Replik Rechnungslegung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.142.3', legal_source = 'UPC.RoP.142.3', rule_codes = ARRAY['RoP.142.3']::text[]
+ WHERE id = 'ed82fec9-2346-494f-a0ff-f41e64c26942' AND rule_code IS NULL;  -- Duplik Rechnungslegung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.151',   legal_source = 'UPC.RoP.151',   rule_codes = ARRAY['RoP.151']::text[]
+ WHERE id = 'eed69e8b-0dc8-4d97-83f0-5694d539b46a' AND rule_code IS NULL;  -- Kostenentscheidung
+
+-- § 3.5 provisional / PI (2 rows; canonical ba335c99 + the d886f46f archive handled in § 4)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.197.3', legal_source = 'UPC.RoP.197.3', rule_codes = ARRAY['RoP.197.3']::text[]
+ WHERE id = '1f1f72ef-5a67-4d6a-9a80-82e53375177a' AND rule_code IS NULL;  -- Beweissicherungsanordnung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.207.9', legal_source = 'UPC.RoP.207.9', rule_codes = ARRAY['RoP.207.9']::text[]
+ WHERE id = '3e2f5697-3012-4bae-bd4d-44998dd3b75b' AND rule_code IS NULL;  -- Schutzschrift
+
+-- § 3.7 formalities / Registry (4 fills; 5 Mängelbeseitigung dups + FLAG-J 2 rows handled separately)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.016.5', legal_source = 'UPC.RoP.16.5', rule_codes = ARRAY['RoP.016.5']::text[]
+ WHERE id = '3bc40027-9ebf-4f3d-880d-bf9de6da3ec0' AND rule_code IS NULL;  -- Mängelbeseitigung / Stellungnahme
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.262.2', legal_source = 'UPC.RoP.262.2', rule_codes = ARRAY['RoP.262.2']::text[]
+ WHERE id = '69e356b7-79b3-42d7-972b-44d4e35ebdbc' AND rule_code IS NULL;  -- Vertraulichkeit
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.353',   legal_source = 'UPC.RoP.353',   rule_codes = ARRAY['RoP.353']::text[]
+ WHERE id = '57e6eeca-8695-4af3-96cc-16ebd8bc3f2c' AND rule_code IS NULL;  -- Berichtigung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.333.1', legal_source = 'UPC.RoP.333.1', rule_codes = ARRAY['RoP.333.1']::text[]
+ WHERE id = '8ec233b9-3bc4-4015-a158-86af233e52b3' AND rule_code IS NULL;  -- Verfahrensleitende Anordnung
+
+-- § 3.8 translation / interpretation (1 row; FLAG-H/J handled in § 9 / left NULL)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.109.1', legal_source = 'UPC.RoP.109.1', rule_codes = ARRAY['RoP.109.1']::text[]
+ WHERE id = 'bb7bafcb-9d91-4bf7-ae2c-6634652d9906' AND rule_code IS NULL;  -- Simultanübersetzung
+
+-- § 3.9 review / rehearing (2 rows)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.247.2', legal_source = 'UPC.RoP.247.2', rule_codes = ARRAY['RoP.247.2']::text[]
+ WHERE id = '372e86e3-c8ff-4cb5-9389-66acdbc96e57' AND rule_code IS NULL;  -- Wiederaufnahme (schwerwiegend)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.247.2', legal_source = 'UPC.RoP.247.2', rule_codes = ARRAY['RoP.247.2']::text[]
+ WHERE id = '58de9573-07db-4d8d-9b00-8fab0d71d88c' AND rule_code IS NULL;  -- Wiederaufnahme (Straftat)
+
+-- =============================================================================
+-- 4. § 4 FLAG-A dedup (clean only). 1 canonical fill (the other 2
+--    canonicals are filled in § 3.3) + 3 archive flips. Canonical
+--    selection per m's spec: lowest UUID. None of the archive
+--    candidates have FK references in mgmt.deadline_rules / paliad.
+--    appointments / paliad.deadlines / paliad.deadline_rules (parent_id
+--    or draft_of) — verified pre-mig. Archive over DELETE per m
+--    (audit trail).
+--
+--    Mängelbeseitigung 6× and Beginn-Hauptsache 2× are intentionally
+--    NOT deduped in this mig — see header for the deferred-decision
+--    rationale. Their rows stay active+published+rule_code IS NULL
+--    until m's call lands.
+-- =============================================================================
+
+-- Canonical fill for the § 123 PatG twin (legal_source already
+-- DE.PatG.123.2). The other 2 canonicals (Berufungsschrift 1dfba5b1
+-- and Berufungsbegründung 573df3d1) are filled in § 3.3 above.
+UPDATE paliad.deadline_rules SET rule_code = '§ 123 PatG'
+ WHERE id = 'b588fa64-a727-4cfb-a45d-69a835a3b05a' AND rule_code IS NULL;
+
+-- Archive flips (3 rows: the non-canonical sides of the 3 clean dedup
+-- sets). After this each set has exactly 1 active+published row.
+UPDATE paliad.deadline_rules
+   SET is_active = false, lifecycle_state = 'archived'
+ WHERE id IN (
+        'c24d494c-0da1-4f01-aa74-0f37f99fe1ae',  -- Wiedereinsetzung § 123 PatG dup
+        '5c0508f4-020a-4ef5-bcc7-1ee85eafe0b3',  -- Berufungsschrift dup
+        '791fd0f7-a448-4711-b1aa-63e6df1e7c57'   -- Berufungsbegründung dup
+   )
+   AND is_active = true
+   AND lifecycle_state = 'published';
+
+-- =============================================================================
+-- 5. § 5 FLAG-B court-scheduled events (26 rows). Cite the framing norm
+--    that authorises the court to schedule the event. UPC RoP.111 /
+--    RoP.118 / RoP.101 / RoP.209 / RoP.211 / RoP.350 / RoP.220.1.c /
+--    RoP.157. DE § 285 ZPO / § 300 ZPO / § 89 PatG / § 84 PatG / § 113
+--    PatG / § 119 PatG. DPMA § 47 / 78 / 79 / 107 PatG.
+-- =============================================================================
+
+-- UPC court-scheduled events
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.118', legal_source = 'UPC.RoP.118', rule_codes = ARRAY['RoP.118']::text[]
+ WHERE id = '60d71f1e-a0e8-42cd-85e9-89f3c808868f' AND rule_code IS NULL;  -- inf.decision
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.101', legal_source = 'UPC.RoP.101', rule_codes = ARRAY['RoP.101']::text[]
+ WHERE id = '7b118633-92b2-4c91-8512-6cb929288f10' AND rule_code IS NULL;  -- inf.interim
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.111', legal_source = 'UPC.RoP.111', rule_codes = ARRAY['RoP.111']::text[]
+ WHERE id = 'd4c01a6f-d147-4505-bf1c-9aaf88b15287' AND rule_code IS NULL;  -- inf.oral
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.118', legal_source = 'UPC.RoP.118', rule_codes = ARRAY['RoP.118']::text[]
+ WHERE id = 'f382cfe4-6703-40f8-a43d-0fe02d62d0fa' AND rule_code IS NULL;  -- rev.decision
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.101', legal_source = 'UPC.RoP.101', rule_codes = ARRAY['RoP.101']::text[]
+ WHERE id = 'ccad91ef-da04-4b81-a979-658578fb97c4' AND rule_code IS NULL;  -- rev.interim
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.111', legal_source = 'UPC.RoP.111', rule_codes = ARRAY['RoP.111']::text[]
+ WHERE id = '38e8982b-5cc9-41b3-b477-37ce4bd4e7c4' AND rule_code IS NULL;  -- rev.oral
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.209',   legal_source = 'UPC.RoP.209',   rule_codes = ARRAY['RoP.209']::text[]
+ WHERE id = 'e4a61ebf-c49b-450f-9d94-bb06098536b4' AND rule_code IS NULL;  -- pi.oral
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.211',   legal_source = 'UPC.RoP.211',   rule_codes = ARRAY['RoP.211']::text[]
+ WHERE id = '7b93a8b7-115d-42b4-9d1d-34684ddf5206' AND rule_code IS NULL;  -- pi.order
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.209.1', legal_source = 'UPC.RoP.209.1', rule_codes = ARRAY['RoP.209.1']::text[]
+ WHERE id = '30ffe572-aa77-4dcb-9292-a4750289f75c' AND rule_code IS NULL;  -- pi.response (court-set)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.350',     legal_source = 'UPC.RoP.350',     rule_codes = ARRAY['RoP.350']::text[]
+ WHERE id = '685bad4f-3c3e-425d-8839-2f765d0fc96e' AND rule_code IS NULL;  -- app.decision
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.220.1.c', legal_source = 'UPC.RoP.220.1.c', rule_codes = ARRAY['RoP.220.1.c']::text[]
+ WHERE id = 'c2865575-d7d6-436d-b61c-0a266217f76c' AND rule_code IS NULL;  -- app_ord.order
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.157',     legal_source = 'UPC.RoP.157',     rule_codes = ARRAY['RoP.157']::text[]
+ WHERE id = '01db67c9-5621-48ca-9dbd-d652b6237b24' AND rule_code IS NULL;  -- cost.decision
+
+-- DE court-scheduled events
+UPDATE paliad.deadline_rules SET rule_code = '§ 285 ZPO', legal_source = 'DE.ZPO.285'
+ WHERE id = 'a95af317-2fdb-43c9-ab66-c8b2099aaa5a' AND rule_code IS NULL;  -- de_inf.termin
+UPDATE paliad.deadline_rules SET rule_code = '§ 300 ZPO', legal_source = 'DE.ZPO.300'
+ WHERE id = 'e46d2ae7-74bf-4c06-9e55-921242d36f2a' AND rule_code IS NULL;  -- de_inf.urteil
+UPDATE paliad.deadline_rules SET rule_code = '§ 285 ZPO', legal_source = 'DE.ZPO.285'
+ WHERE id = '2a16f77f-408f-48c4-9d71-8ea5926d4dca' AND rule_code IS NULL;  -- de_inf_olg.termin
+UPDATE paliad.deadline_rules SET rule_code = '§ 300 ZPO', legal_source = 'DE.ZPO.300'
+ WHERE id = '7d7d88c5-895e-4855-8f4d-2e160ff74998' AND rule_code IS NULL;  -- de_inf_olg.urteil_olg
+UPDATE paliad.deadline_rules SET rule_code = '§ 285 ZPO', legal_source = 'DE.ZPO.285'
+ WHERE id = 'b1460f90-419e-47ae-978a-8e32ffafad73' AND rule_code IS NULL;  -- de_inf_bgh.termin
+UPDATE paliad.deadline_rules SET rule_code = '§ 300 ZPO', legal_source = 'DE.ZPO.300'
+ WHERE id = '803460ac-f6bd-4194-b5ab-140175644648' AND rule_code IS NULL;  -- de_inf_bgh.urteil_bgh
+UPDATE paliad.deadline_rules SET rule_code = '§ 89 PatG', legal_source = 'DE.PatG.89'
+ WHERE id = 'ab60e712-bc56-4326-8df0-413881996bf3' AND rule_code IS NULL;  -- de_null.termin
+UPDATE paliad.deadline_rules SET rule_code = '§ 84 PatG', legal_source = 'DE.PatG.84'
+ WHERE id = '1476829a-cc92-4221-b182-846fc99ad941' AND rule_code IS NULL;  -- de_null.urteil
+UPDATE paliad.deadline_rules SET rule_code = '§ 113 PatG', legal_source = 'DE.PatG.113'
+ WHERE id = 'd077816d-bce4-4cb7-bd67-7b52edbf7fb9' AND rule_code IS NULL;  -- de_null_bgh.termin
+UPDATE paliad.deadline_rules SET rule_code = '§ 119 PatG', legal_source = 'DE.PatG.119'
+ WHERE id = '816e9756-efff-4e40-b650-f0b31bdc21e5' AND rule_code IS NULL;  -- de_null_bgh.urteil_bgh
+
+-- DPMA / BPatG / BGH-PatG court-scheduled events
+UPDATE paliad.deadline_rules SET rule_code = '§ 47 PatG', legal_source = 'DE.PatG.47'
+ WHERE id = '193a85e2-5794-463a-8c45-73174a54cea9' AND rule_code IS NULL;  -- dpma_opp.entscheidung
+UPDATE paliad.deadline_rules SET rule_code = '§ 79 PatG', legal_source = 'DE.PatG.79'
+ WHERE id = 'baaff831-6a3f-43ed-96bb-eae6ad73f6fc' AND rule_code IS NULL;  -- dpma_bpatg.entsch_bpatg
+UPDATE paliad.deadline_rules SET rule_code = '§ 78 PatG', legal_source = 'DE.PatG.78'
+ WHERE id = '446694c2-5b34-4ecd-9bf7-7eee055b0d1b' AND rule_code IS NULL;  -- dpma_bpatg.termin
+UPDATE paliad.deadline_rules SET rule_code = '§ 107 PatG', legal_source = 'DE.PatG.107'
+ WHERE id = '99c02992-1a77-4694-b773-941ac9876bb5' AND rule_code IS NULL;  -- dpma_bgh.entsch_bgh
+
+-- =============================================================================
+-- 6. § 6 FLAG-C/D rubber-stamp (5 rows). UPC RoP duration-vs-norm
+--    mismatches get the canonical citation per m ("just go ahead"). DE
+--    LG patent-practice 4-week replik/duplik cite § 273 ZPO (court-set
+--    framing).
+-- =============================================================================
+
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.052',   legal_source = 'UPC.RoP.52',    rule_codes = ARRAY['RoP.052']::text[]
+ WHERE id = '7e0ea937-d81b-4dee-897e-0d8bc0543f34' AND rule_code IS NULL;  -- rev.reply (FLAG-C)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.052',   legal_source = 'UPC.RoP.52',    rule_codes = ARRAY['RoP.052']::text[]
+ WHERE id = 'b7890351-c6d6-46e4-b064-0513a1808e6d' AND rule_code IS NULL;  -- rev.rejoin (FLAG-C)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.235.1', legal_source = 'UPC.RoP.235.1', rule_codes = ARRAY['RoP.235.1']::text[]
+ WHERE id = 'd6600ceb-d1d5-408a-a7c9-1026f304ac7f' AND rule_code IS NULL;  -- app.response (FLAG-C)
+UPDATE paliad.deadline_rules SET rule_code = '§ 273 ZPO', legal_source = 'DE.ZPO.273'
+ WHERE id = 'd46d915e-fd46-4167-88b5-6d22bcbb8882' AND rule_code IS NULL;  -- de_inf.replik (FLAG-D)
+UPDATE paliad.deadline_rules SET rule_code = '§ 273 ZPO', legal_source = 'DE.ZPO.273'
+ WHERE id = 'ca9b52cb-e986-4c3a-9e89-e799e6a6ac33' AND rule_code IS NULL;  -- de_inf.duplik (FLAG-D)
+
+-- =============================================================================
+-- 7. § 7 FLAG-E service triggers (6 rows, DE/EPA). § 317 ZPO for LG/OLG
+--    judgment-service, § 99 / § 47 / § 79 PatG for the PatG variants,
+--    R. 111 EPÜ for EPA notification.
+-- =============================================================================
+
+UPDATE paliad.deadline_rules SET rule_code = '§ 317 ZPO', legal_source = 'DE.ZPO.317'
+ WHERE id = '106d8a0b-514b-4021-8b65-7debff71f1d3' AND rule_code IS NULL;  -- de_inf_olg.urteil_lg
+UPDATE paliad.deadline_rules SET rule_code = '§ 317 ZPO', legal_source = 'DE.ZPO.317'
+ WHERE id = 'd071b5c6-f33e-44e8-8656-4e9cccf55701' AND rule_code IS NULL;  -- de_inf_bgh.urteil_olg
+UPDATE paliad.deadline_rules SET rule_code = '§ 99 PatG', legal_source = 'DE.PatG.99.1'
+ WHERE id = 'bdae7319-7435-40e9-be19-6ce21fdb9946' AND rule_code IS NULL;  -- de_null_bgh.urteil_bpatg
+UPDATE paliad.deadline_rules SET rule_code = '§ 47 PatG', legal_source = 'DE.PatG.47.1'
+ WHERE id = '327390f9-3c1b-496f-8e63-2bf19c380dfe' AND rule_code IS NULL;  -- dpma_bpatg.entscheidung
+UPDATE paliad.deadline_rules SET rule_code = '§ 79 PatG', legal_source = 'DE.PatG.79.1'
+ WHERE id = 'd3ea5e50-f7e2-40f1-bb16-30664acc2e2b' AND rule_code IS NULL;  -- dpma_bgh.entsch_bpatg
+UPDATE paliad.deadline_rules SET rule_code = 'R. 111 EPÜ', legal_source = 'EU.EPC-R.111'
+ WHERE id = '79c27f9b-5195-4272-90d6-ea6a43cd0938' AND rule_code IS NULL;  -- epa_app.entsch
+
+-- =============================================================================
+-- 8. § 8 FLAG-F combined-pleading rows (5 rows). Primary cite in
+--    rule_code + legal_source; full set of citations in rule_codes[]
+--    so downstream tooling can resolve any of the combined norms.
+-- =============================================================================
+
+UPDATE paliad.deadline_rules
+   SET rule_code = 'RoP.029.a', legal_source = 'UPC.RoP.29.a',
+       rule_codes = ARRAY['RoP.029.a', 'RoP.029.b']::text[]
+ WHERE id = 'cec1a865-30a4-46c9-8abf-630d4478b91a' AND rule_code IS NULL;  -- Erwid CCR + Replik SoD
+
+UPDATE paliad.deadline_rules
+   SET rule_code = 'RoP.029.c', legal_source = 'UPC.RoP.29.c',
+       rule_codes = ARRAY['RoP.029.c', 'RoP.032.3']::text[]
+ WHERE id = '02ae9c1f-2aa0-4e0e-acf1-ae235588a64f' AND rule_code IS NULL;  -- Duplik Replik + Replik Erwid Patentänderung
+
+UPDATE paliad.deadline_rules
+   SET rule_code = 'RoP.029.d', legal_source = 'UPC.RoP.29.d',
+       rule_codes = ARRAY['RoP.029.d', 'RoP.029.c', 'RoP.032.1']::text[]
+ WHERE id = 'ec2a1274-ffd8-42e7-9e27-582365d04d6e' AND rule_code IS NULL;  -- Replik Erwid Widerklage + Duplik Replik Klageerwid + Erwid Patentänderung
+
+UPDATE paliad.deadline_rules
+   SET rule_code = 'RoP.051', legal_source = 'UPC.RoP.51',
+       rule_codes = ARRAY['RoP.051', 'RoP.049.2.a', 'RoP.056.1']::text[]
+ WHERE id = '37bd034b-79e3-4c3c-a21d-b078aaf2ea04' AND rule_code IS NULL;  -- Replik Erwid Nichtigkeit + Erwid Patent + Erwid Widerklage
+
+UPDATE paliad.deadline_rules
+   SET rule_code = 'RoP.056.4', legal_source = 'UPC.RoP.56.4',
+       rule_codes = ARRAY['RoP.056.4', 'RoP.032.3']::text[]
+ WHERE id = '7b548c48-6fef-4387-8123-e1f1e4ee6da2' AND rule_code IS NULL;  -- Duplik (Verletzungswiderklage + Patentänderung)
+
+-- =============================================================================
+-- 9. § 9 FLAG-G/H/I + RoP.271.b. Patentänderung INF/REV split (G),
+--    sub-paragraph spot-checks (H, applied as-is per doc), negative-
+--    declaration RoP.069 by analogy (I), and the RoP.271.b 10-day
+--    service-deferral secondary cite on UPC initial submissions.
+-- =============================================================================
+
+-- FLAG-G: Patentänderungs-Twin (INF vs REV context)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.030.1',   legal_source = 'UPC.RoP.30.1',   rule_codes = ARRAY['RoP.030.1']::text[]
+ WHERE id = 'fb7050c6-a18b-47e4-8811-46ca3677d549' AND rule_code IS NULL;  -- Patentänderung INF
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.049.2.a', legal_source = 'UPC.RoP.49.2.a', rule_codes = ARRAY['RoP.049.2.a']::text[]
+ WHERE id = '21e67ac1-fe40-44d1-ae2e-ea90e0b97598' AND rule_code IS NULL;  -- Patentänderung REV
+
+-- FLAG-H: sub-paragraph spot-checks (8 rows, applied per doc proposal)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.225.2', legal_source = 'UPC.RoP.225.2', rule_codes = ARRAY['RoP.225.2']::text[]
+ WHERE id = 'c3a369f9-4f56-4c88-b11c-f98d05d3b376' AND rule_code IS NULL;  -- Berufungsbegründung Orders
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.234.1', legal_source = 'UPC.RoP.234.1', rule_codes = ARRAY['RoP.234.1']::text[]
+ WHERE id = 'd4f739cd-444d-48c0-98c4-70f0521b4916' AND rule_code IS NULL;  -- Anfechtung Verwerfung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.235.4', legal_source = 'UPC.RoP.235.4', rule_codes = ARRAY['RoP.235.4']::text[]
+ WHERE id = '4c585c6d-fb5c-4a99-a798-86a05c757bf7' AND rule_code IS NULL;  -- Berufungserwiderung Orders
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.237.2', legal_source = 'UPC.RoP.237.2', rule_codes = ARRAY['RoP.237.2']::text[]
+ WHERE id = 'a00e51bb-bcb6-48d0-9aa5-2216e9480c5c' AND rule_code IS NULL;  -- Anschlussberufung Orders
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.097.1', legal_source = 'UPC.RoP.97.1', rule_codes = ARRAY['RoP.097.1']::text[]
+ WHERE id = '0531b6ba-98cc-48f4-adb8-da8b7a7c3535' AND rule_code IS NULL;  -- Aufhebung EPA Einheitswirkung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.037.4', legal_source = 'UPC.RoP.37.4', rule_codes = ARRAY['RoP.037.4']::text[]
+ WHERE id = '6b6b967c-65fd-4172-9640-1ffff8a46704' AND rule_code IS NULL;  -- Verweisung Zentralkammer
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.109.5', legal_source = 'UPC.RoP.109.5', rule_codes = ARRAY['RoP.109.5']::text[]
+ WHERE id = '8c682cff-3423-41d8-81ca-b5b461461682' AND rule_code IS NULL;  -- Dolmetscher own-cost
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.007.2', legal_source = 'UPC.RoP.7.2', rule_codes = ARRAY['RoP.007.2']::text[]
+ WHERE id = '9ed513c1-68df-455e-810e-a5d8d7b85729' AND rule_code IS NULL;  -- Übersetzungen Schriftstücke
+
+-- FLAG-I: negative-declaration track (3 rows, RoP.069 by analogy per m)
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.069', legal_source = 'UPC.RoP.69', rule_codes = ARRAY['RoP.069']::text[]
+ WHERE id = '521bf607-1c69-4dc5-a09e-70339bbe4684' AND rule_code IS NULL;  -- Erwid neg. Feststellungsklage
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.069', legal_source = 'UPC.RoP.69', rule_codes = ARRAY['RoP.069']::text[]
+ WHERE id = 'e887b1fb-83ff-4073-b81b-c10dde6dc2c6' AND rule_code IS NULL;  -- Replik neg. Feststellung
+UPDATE paliad.deadline_rules SET rule_code = 'RoP.069', legal_source = 'UPC.RoP.69', rule_codes = ARRAY['RoP.069']::text[]
+ WHERE id = '0cf1d755-3ba5-44ce-87ca-f98bb076c995' AND rule_code IS NULL;  -- Duplik neg. Feststellung
+
+-- RoP.271.b — 10-day service deferral on UPC initial submissions.
+-- Set rule_codes[] to [primary substantive cite, 'RoP.271.b'] for the
+-- 5 UPC initial-submission rows whose § 2 UPDATEs above only set
+-- rule_code + legal_source. Idempotent via the IS DISTINCT FROM guard
+-- — re-running matches no rows.
+UPDATE paliad.deadline_rules
+   SET rule_codes = target.rule_codes
+  FROM (VALUES
+        ('42be6c9b-8e84-4804-962f-94c3315aca1b'::uuid, ARRAY['RoP.013.1', 'RoP.271.b']::text[]),  -- inf.soc
+        ('995c108e-e73a-4f9c-b79f-47abe7c94108'::uuid, ARRAY['RoP.042',   'RoP.271.b']::text[]),  -- rev.app
+        ('ed0194b7-74ab-4402-8971-7211f6036ff9'::uuid, ARRAY['RoP.206',   'RoP.271.b']::text[]),  -- pi.app
+        ('3e1719e8-f6f6-4260-8f02-754bd214937f'::uuid, ARRAY['RoP.131',   'RoP.271.b']::text[]),  -- damages.app
+        ('eb1fa1d1-b345-42ba-ab14-79f5284166b0'::uuid, ARRAY['RoP.141',   'RoP.271.b']::text[])   -- disc.app
+       ) AS target(id, rule_codes)
+ WHERE paliad.deadline_rules.id = target.id
+   AND paliad.deadline_rules.rule_codes IS DISTINCT FROM target.rule_codes;
+
+-- =============================================================================
+-- 10. § 10 R.19 label rename (inf.prelim / rev.prelim). Defensive
+--     idempotent backstop for fermi's live prod write. Matches no rows
+--     on the current prod DB (fermi already renamed) and on the first
+--     post-mig fresh-deploy too. Catches any future prod that hasn't
+--     seen the live write.
+-- =============================================================================
+
+UPDATE paliad.deadline_rules
+   SET name = 'Einspruch (R. 19 VerfO)', rule_code = 'RoP.019.1'
+ WHERE code = 'inf.prelim' AND name LIKE 'Vorab-Einrede%';
+
+UPDATE paliad.deadline_rules
+   SET name = 'Einspruch (R. 19 i.V.m. R. 46 VerfO)', rule_code = 'RoP.019.1'
+ WHERE code = 'rev.prelim' AND name LIKE 'Vorab-Einrede%';
+
+-- =============================================================================
+-- 11. § 11 Side-fix: normalize the one un-padded UPC RoP <100 rule_code
+--     outlier. legal_source stays 'UPC.RoP.49.1' (structured locator
+--     never pads — convention § 0.2 of the proposal doc).
+-- =============================================================================
+
+UPDATE paliad.deadline_rules
+   SET rule_code = 'RoP.049.1'
+ WHERE rule_code = 'RoP.49.1'
+   AND code      = 'rev.defence';
+
+-- =============================================================================
+-- 12. Refresh the deadline_search materialized view so search hits
+--     return the newly populated rule_code + legal_source values.
+-- =============================================================================
+
+REFRESH MATERIALIZED VIEW paliad.deadline_search;
+
+-- =============================================================================
+-- 13. Hard assertions. Verifies the post-state matches the plan.
+--
+--     a) 11 active+published rows remain rule_code IS NULL: the 3
+--        FLAG-J rows (m picks them up via /admin/rules) plus the 8
+--        rows whose dedup decision is deferred (Mängelbeseitigung 6×
+--        + Beginn-Hauptsache 2×).
+--     b) No un-padded RoP.49.1 outlier remains.
+--     c) Padded RoP.049.1 present at least twice (rev.defence
+--        normalized + a32dcec1 orphan filled).
+--     d) Each of the 3 clean-dedup sets has exactly 1 active+published
+--        row after the archive flips.
+-- =============================================================================
+
+DO $$
+DECLARE
+    v_null_after  integer;
+    v_old_outlier integer;
+    v_new_padded  integer;
+    v_dup_count   integer;
+BEGIN
+    -- (a) 3 FLAG-J + 8 deferred-dedup rows stay NULL.
+    SELECT count(*) INTO v_null_after
+      FROM paliad.deadline_rules
+     WHERE rule_code IS NULL
+       AND is_active = true
+       AND lifecycle_state = 'published';
+    IF v_null_after <> 11 THEN
+        RAISE EXCEPTION
+            'mig 097: expected 11 rule_code IS NULL active+published rows after backfill (3 FLAG-J + 8 deferred dedup), got %',
+            v_null_after;
+    END IF;
+
+    -- (b) RoP.49.1 outlier normalized.
+    SELECT count(*) INTO v_old_outlier
+      FROM paliad.deadline_rules
+     WHERE rule_code = 'RoP.49.1';
+    IF v_old_outlier <> 0 THEN
+        RAISE EXCEPTION
+            'mig 097: expected 0 RoP.49.1 rows after normalization, got %',
+            v_old_outlier;
+    END IF;
+
+    -- (c) RoP.049.1 present at least twice.
+    SELECT count(*) INTO v_new_padded
+      FROM paliad.deadline_rules
+     WHERE rule_code = 'RoP.049.1';
+    IF v_new_padded < 2 THEN
+        RAISE EXCEPTION
+            'mig 097: expected >= 2 RoP.049.1 rows after normalization + orphan fill, got %',
+            v_new_padded;
+    END IF;
+
+    -- (d) Each clean-dedup set has exactly 1 active+published row.
+
+    SELECT count(*) INTO v_dup_count
+      FROM paliad.deadline_rules
+     WHERE is_active = true
+       AND lifecycle_state = 'published'
+       AND id IN (
+            'b588fa64-a727-4cfb-a45d-69a835a3b05a',
+            'c24d494c-0da1-4f01-aa74-0f37f99fe1ae'
+       );
+    IF v_dup_count <> 1 THEN
+        RAISE EXCEPTION
+            'mig 097 dedup: Wiedereinsetzung-§123-PatG set must have 1 active+published row, got %',
+            v_dup_count;
+    END IF;
+
+    SELECT count(*) INTO v_dup_count
+      FROM paliad.deadline_rules
+     WHERE is_active = true
+       AND lifecycle_state = 'published'
+       AND id IN (
+            '1dfba5b1-4ed1-40c1-9cf6-4ed8ff7a0818',
+            '5c0508f4-020a-4ef5-bcc7-1ee85eafe0b3'
+       );
+    IF v_dup_count <> 1 THEN
+        RAISE EXCEPTION
+            'mig 097 dedup: Berufungsschrift set must have 1 active+published row, got %',
+            v_dup_count;
+    END IF;
+
+    SELECT count(*) INTO v_dup_count
+      FROM paliad.deadline_rules
+     WHERE is_active = true
+       AND lifecycle_state = 'published'
+       AND id IN (
+            '573df3d1-8ea2-4a6e-b0d4-fc3cd10506da',
+            '791fd0f7-a448-4711-b1aa-63e6df1e7c57'
+       );
+    IF v_dup_count <> 1 THEN
+        RAISE EXCEPTION
+            'mig 097 dedup: Berufungsbegründung set must have 1 active+published row, got %',
+            v_dup_count;
+    END IF;
+END $$;

internal/db/migrations/098_submission_codes_prefix_and_rename.down.sql

@@ -0,0 +1,162 @@
+-- Reverses mig 098. Restores the pre-098 submission codes on
+-- paliad.deadline_rules, renames the column back to `code`, recreates
+-- the deadline_search matview against the restored column, then drops
+-- the snapshot table.
+--
+-- audit_reason wrapper required by the mig 079 audit trigger.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 098 (down): revert t-paliad-209 workstream B — restore paliad.deadline_rules.code values from deadline_rules_pre_098 snapshot and rename submission_code → code; matview deadline_search rebuilt against the restored column.',
+    true);
+
+-- =============================================================================
+-- 1. Drop the matview so the column rename can succeed.
+-- =============================================================================
+
+DROP MATERIALIZED VIEW IF EXISTS paliad.deadline_search;
+
+-- =============================================================================
+-- 2. Rename the column back. Guarded so a down run on a DB where the
+--    up never ran (or where the column is already named `code`) is a
+--    no-op rather than an error.
+-- =============================================================================
+
+DO $$
+BEGIN
+    IF EXISTS (
+        SELECT 1
+          FROM information_schema.columns
+         WHERE table_schema = 'paliad'
+           AND table_name   = 'deadline_rules'
+           AND column_name  = 'submission_code'
+    ) THEN
+        ALTER TABLE paliad.deadline_rules
+            RENAME COLUMN submission_code TO code;
+    END IF;
+END $$;
+
+-- =============================================================================
+-- 3. Restore code values from the pre_098 snapshot. The snapshot was
+--    captured at the first up-migration run; if the table is missing
+--    (down run before up), the restore is a no-op.
+-- =============================================================================
+
+DO $$
+DECLARE
+    v_snap_exists boolean;
+BEGIN
+    SELECT EXISTS (
+        SELECT 1
+          FROM information_schema.tables
+         WHERE table_schema = 'paliad'
+           AND table_name   = 'deadline_rules_pre_098'
+    ) INTO v_snap_exists;
+
+    IF NOT v_snap_exists THEN
+        RAISE NOTICE
+            'mig 098 (down): snapshot table paliad.deadline_rules_pre_098 missing — nothing to restore';
+        RETURN;
+    END IF;
+
+    UPDATE paliad.deadline_rules dr
+       SET code = snap.code
+      FROM paliad.deadline_rules_pre_098 snap
+     WHERE dr.id = snap.id
+       AND dr.code <> snap.code;
+END $$;
+
+-- =============================================================================
+-- 4. Recreate the deadline_search matview against the restored column.
+--    Identical body to mig 051 §4, reproduced here so the down leaves
+--    the schema in the same shape mig 051 created.
+-- =============================================================================
+
+CREATE MATERIALIZED VIEW paliad.deadline_search AS
+SELECT
+    'rule'::text                         AS kind,
+    'r:' || dr.id::text                  AS row_key,
+    dc.id                                AS concept_id,
+    dc.slug                              AS concept_slug,
+    dc.name_de                           AS concept_name_de,
+    dc.name_en                           AS concept_name_en,
+    dc.description                       AS concept_description,
+    dc.aliases                           AS concept_aliases,
+    dc.party                             AS concept_party,
+    dc.category                          AS concept_category,
+    dc.sort_order                        AS concept_sort_order,
+    dr.id                                AS rule_id,
+    NULL::bigint                         AS trigger_event_id,
+    pt.code                              AS proceeding_code,
+    pt.name                              AS proceeding_name_de,
+    pt.name_en                           AS proceeding_name_en,
+    pt.jurisdiction                      AS jurisdiction,
+    pt.display_order                     AS proceeding_display_order,
+    dr.code                              AS rule_local_code,
+    dr.name                              AS rule_name_de,
+    dr.name_en                           AS rule_name_en,
+    dr.legal_source                      AS legal_source,
+    dr.rule_code                         AS rule_code,
+    dr.duration_value,
+    dr.duration_unit,
+    dr.timing,
+    COALESCE(dr.primary_party, dc.party) AS effective_party
+  FROM paliad.deadline_rules dr
+  JOIN paliad.proceeding_types pt  ON pt.id = dr.proceeding_type_id
+  JOIN paliad.deadline_concepts dc ON dc.id = dr.concept_id
+ WHERE dr.is_active
+   AND pt.is_active
+   AND pt.category = 'fristenrechner'
+
+UNION ALL
+
+SELECT
+    'trigger'::text,
+    't:' || te.id::text,
+    dc.id,
+    dc.slug,
+    dc.name_de,
+    dc.name_en,
+    dc.description,
+    dc.aliases,
+    dc.party,
+    dc.category,
+    dc.sort_order,
+    NULL::uuid,
+    te.id,
+    NULL::text,
+    NULL::text,
+    NULL::text,
+    'cross-cutting'::text,
+    9999::int                            AS proceeding_display_order,
+    te.code,
+    te.name_de,
+    te.name,
+    NULL::text,
+    NULL::text,
+    NULL::int,
+    NULL::text,
+    NULL::text,
+    dc.party
+  FROM paliad.trigger_events te
+  JOIN paliad.deadline_concepts dc ON dc.slug = te.concept_id
+ WHERE te.is_active;
+
+CREATE UNIQUE INDEX deadline_search_row_key       ON paliad.deadline_search (row_key);
+CREATE INDEX deadline_search_concept_id           ON paliad.deadline_search (concept_id);
+CREATE INDEX deadline_search_proc_code            ON paliad.deadline_search (proceeding_code);
+CREATE INDEX deadline_search_legal_source         ON paliad.deadline_search (legal_source);
+CREATE INDEX deadline_search_effective_party      ON paliad.deadline_search (effective_party);
+CREATE INDEX deadline_search_legal_source_trgm    ON paliad.deadline_search USING gin (legal_source gin_trgm_ops);
+CREATE INDEX deadline_search_concept_de_trgm      ON paliad.deadline_search USING gin (concept_name_de gin_trgm_ops);
+CREATE INDEX deadline_search_concept_en_trgm      ON paliad.deadline_search USING gin (concept_name_en gin_trgm_ops);
+CREATE INDEX deadline_search_rule_de_trgm         ON paliad.deadline_search USING gin (rule_name_de gin_trgm_ops);
+CREATE INDEX deadline_search_rule_en_trgm         ON paliad.deadline_search USING gin (rule_name_en gin_trgm_ops);
+CREATE INDEX deadline_search_rule_code_trgm       ON paliad.deadline_search USING gin (rule_code gin_trgm_ops);
+
+-- =============================================================================
+-- 5. Drop the snapshot table so a re-applied up captures a fresh
+--    snapshot of the current state.
+-- =============================================================================
+
+DROP TABLE IF EXISTS paliad.deadline_rules_pre_098;

internal/db/migrations/098_submission_codes_prefix_and_rename.up.sql

@@ -0,0 +1,275 @@
+-- t-paliad-209 / workstream B — submission-code prefix + rename.
+--
+-- m's 2026-05-18 call: the `paliad.deadline_rules.code` field is a
+-- SUBMISSION identifier (the event/filing within a proceeding), not the
+-- legal-citation rule code (which lives in `rule_code` / `legal_source`).
+-- Two cleanups land here:
+--
+--   1. DATA — prefix every existing submission code with its proceeding
+--      code so submission codes carry the full hierarchical shape
+--      (e.g. `inf.soc` on `upc.inf.cfi` → `upc.inf.cfi.soc`,
+--      `de_inf.klage` on `de.inf.lg` → `de.inf.lg.klage`).
+--      Algorithm: keep the proceeding-code prefix as-is, strip the
+--      old single-segment prefix (everything before the first dot in
+--      `dr.code`) and replace it with the proceeding's full `code`.
+--
+--   2. SCHEMA — rename `paliad.deadline_rules.code` → `submission_code`
+--      so future devs don't conflate it with `rule_code` (legal
+--      citation) or `proceeding_types.code`. Explicit name encodes the
+--      semantic taxonomy ratified in
+--      docs/design-proceeding-code-taxonomy-2026-05-18.md §0.1.
+--
+-- Materialized-view dependency: `paliad.deadline_search` (mig 051) has
+-- `dr.code AS rule_local_code` baked into its SELECT list. Postgres
+-- rejects RENAME COLUMN when a matview's column list still resolves
+-- via the old name — so the matview is dropped before the rename and
+-- recreated against `submission_code` afterwards, with every index
+-- reproduced. The mig 047 / 051 indexes are reproduced verbatim here.
+--
+-- IDs and FKs are untouched. `deadline_rules.proceeding_type_id` /
+-- `parent_id` / `spawn_proceeding_type_id` reference ids; no
+-- code-string FK exists on submission codes (the parent_id chain is on
+-- UUID `id`, not the code string), so the data UPDATE doesn't risk
+-- breaking joins.
+--
+-- Idempotent:
+--   * The data UPDATE is gated `WHERE dr.code NOT LIKE pt.code || '.%'`
+--     — rows already prefixed with their proceeding code (i.e. the
+--     migration ran before) are skipped.
+--   * The rename is wrapped in a DO block that checks column existence,
+--     so a second run is a no-op.
+--   * Snapshot table uses CREATE TABLE IF NOT EXISTS.
+--   * Matview drop/recreate is DROP IF EXISTS + CREATE.
+--
+-- audit_reason wrapper required by the mig 079 audit trigger.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 098: t-paliad-209 workstream B — prefix every paliad.deadline_rules.code with its proceeding code, then rename code → submission_code; matview deadline_search rebuilt against the new column. See docs/design-proceeding-code-taxonomy-2026-05-18.md and the t-paliad-209 task brief.',
+    true);
+
+-- =============================================================================
+-- 1. Backup snapshot of paliad.deadline_rules BEFORE the prefix + rename.
+--    Captures the rows as they are; serves as the source for the down
+--    migration and the permanent audit anchor.
+-- =============================================================================
+
+CREATE TABLE IF NOT EXISTS paliad.deadline_rules_pre_098 AS
+SELECT *, now() AS snapshotted_at
+  FROM paliad.deadline_rules;
+
+COMMENT ON TABLE paliad.deadline_rules_pre_098 IS
+    'Snapshot of paliad.deadline_rules taken before mig 098 prefixed '
+    'every `code` with its proceeding code and renamed the column to '
+    '`submission_code` (t-paliad-209, 2026-05-18). Source-of-truth '
+    'for the down migration; persists post-rename as the permanent '
+    'audit record.';
+
+-- =============================================================================
+-- 2. Drop the deadline_search materialized view. It bakes `dr.code AS
+--    rule_local_code` into its SELECT list (mig 051 §4), and Postgres
+--    refuses to rename a column that a matview's column list still
+--    resolves via the old name. The matview is recreated verbatim in §5
+--    against the renamed column.
+-- =============================================================================
+
+DROP MATERIALIZED VIEW IF EXISTS paliad.deadline_search;
+
+-- =============================================================================
+-- 3. Data UPDATE — prefix every submission code with its proceeding
+--    code. Algorithm:
+--      * proceeding_code = pt.code
+--      * suffix          = portion of dr.code after the first '.'
+--      * new code        = proceeding_code || '.' || suffix
+--
+--    regexp_replace('inf.soc', '^[^.]+\.', '')      = 'soc'
+--    regexp_replace('de_inf_bgh.revision', ...)     = 'revision'
+--
+--    The WHERE clause skips rows that already start with `pt.code || '.'`
+--    so re-running the migration is a no-op on already-prefixed rows.
+--    Archived rows (proceeding `_archived_litigation`) get the same
+--    treatment — they end up as `_archived_litigation.<suffix>`. The
+--    shape regex in §6 only inspects active+published rows, so the
+--    archived form sits outside the constraint by design.
+-- =============================================================================
+
+UPDATE paliad.deadline_rules dr
+   SET code = pt.code || '.' || regexp_replace(dr.code, '^[^.]+\.', '')
+  FROM paliad.proceeding_types pt
+ WHERE pt.id = dr.proceeding_type_id
+   AND dr.code IS NOT NULL
+   AND position('.' in dr.code) > 0
+   AND dr.code NOT LIKE pt.code || '.%';
+
+-- =============================================================================
+-- 4. Rename the column. Guarded in a DO block so a second run (e.g. a
+--    fresh DB built up to mig 098 from an empty schema, or a manual
+--    re-apply) is a no-op rather than a hard error.
+-- =============================================================================
+
+DO $$
+BEGIN
+    IF EXISTS (
+        SELECT 1
+          FROM information_schema.columns
+         WHERE table_schema = 'paliad'
+           AND table_name   = 'deadline_rules'
+           AND column_name  = 'code'
+    ) THEN
+        ALTER TABLE paliad.deadline_rules
+            RENAME COLUMN code TO submission_code;
+    END IF;
+END $$;
+
+-- =============================================================================
+-- 5. Recreate the deadline_search matview against the renamed column.
+--    Column list reproduced verbatim from mig 051 §4 with the single
+--    edit: `dr.code AS rule_local_code` → `dr.submission_code AS
+--    rule_local_code`. All indexes from mig 051 are reproduced too.
+-- =============================================================================
+
+CREATE MATERIALIZED VIEW paliad.deadline_search AS
+SELECT
+    'rule'::text                         AS kind,
+    'r:' || dr.id::text                  AS row_key,
+    dc.id                                AS concept_id,
+    dc.slug                              AS concept_slug,
+    dc.name_de                           AS concept_name_de,
+    dc.name_en                           AS concept_name_en,
+    dc.description                       AS concept_description,
+    dc.aliases                           AS concept_aliases,
+    dc.party                             AS concept_party,
+    dc.category                          AS concept_category,
+    dc.sort_order                        AS concept_sort_order,
+    dr.id                                AS rule_id,
+    NULL::bigint                         AS trigger_event_id,
+    pt.code                              AS proceeding_code,
+    pt.name                              AS proceeding_name_de,
+    pt.name_en                           AS proceeding_name_en,
+    pt.jurisdiction                      AS jurisdiction,
+    pt.display_order                     AS proceeding_display_order,
+    dr.submission_code                   AS rule_local_code,
+    dr.name                              AS rule_name_de,
+    dr.name_en                           AS rule_name_en,
+    dr.legal_source                      AS legal_source,
+    dr.rule_code                         AS rule_code,
+    dr.duration_value,
+    dr.duration_unit,
+    dr.timing,
+    COALESCE(dr.primary_party, dc.party) AS effective_party
+  FROM paliad.deadline_rules dr
+  JOIN paliad.proceeding_types pt  ON pt.id = dr.proceeding_type_id
+  JOIN paliad.deadline_concepts dc ON dc.id = dr.concept_id
+ WHERE dr.is_active
+   AND pt.is_active
+   AND pt.category = 'fristenrechner'
+
+UNION ALL
+
+SELECT
+    'trigger'::text,
+    't:' || te.id::text,
+    dc.id,
+    dc.slug,
+    dc.name_de,
+    dc.name_en,
+    dc.description,
+    dc.aliases,
+    dc.party,
+    dc.category,
+    dc.sort_order,
+    NULL::uuid,
+    te.id,
+    NULL::text,
+    NULL::text,
+    NULL::text,
+    'cross-cutting'::text,
+    9999::int                            AS proceeding_display_order,
+    te.code,
+    te.name_de,
+    te.name,
+    NULL::text,
+    NULL::text,
+    NULL::int,
+    NULL::text,
+    NULL::text,
+    dc.party
+  FROM paliad.trigger_events te
+  JOIN paliad.deadline_concepts dc ON dc.slug = te.concept_id
+ WHERE te.is_active;
+
+CREATE UNIQUE INDEX deadline_search_row_key       ON paliad.deadline_search (row_key);
+CREATE INDEX deadline_search_concept_id           ON paliad.deadline_search (concept_id);
+CREATE INDEX deadline_search_proc_code            ON paliad.deadline_search (proceeding_code);
+CREATE INDEX deadline_search_legal_source         ON paliad.deadline_search (legal_source);
+CREATE INDEX deadline_search_effective_party      ON paliad.deadline_search (effective_party);
+CREATE INDEX deadline_search_legal_source_trgm    ON paliad.deadline_search USING gin (legal_source gin_trgm_ops);
+CREATE INDEX deadline_search_concept_de_trgm      ON paliad.deadline_search USING gin (concept_name_de gin_trgm_ops);
+CREATE INDEX deadline_search_concept_en_trgm      ON paliad.deadline_search USING gin (concept_name_en gin_trgm_ops);
+CREATE INDEX deadline_search_rule_de_trgm         ON paliad.deadline_search USING gin (rule_name_de gin_trgm_ops);
+CREATE INDEX deadline_search_rule_en_trgm         ON paliad.deadline_search USING gin (rule_name_en gin_trgm_ops);
+CREATE INDEX deadline_search_rule_code_trgm       ON paliad.deadline_search USING gin (rule_code gin_trgm_ops);
+
+-- =============================================================================
+-- 6. Hard assertions. Half-applied migrations would leave the rule
+--    corpus inconsistent; gate on the shape of every active+published
+--    row and on column existence so this fails loudly rather than
+--    leaving the schema in a half-renamed state.
+-- =============================================================================
+
+DO $$
+DECLARE
+    v_bad_shape    integer;
+    v_null_codes   integer;
+    v_col_exists   boolean;
+BEGIN
+    -- 6.1 Every active+published row has the proceeding-code-prefixed
+    --     4+-segment shape. Archived rows (`_archived_litigation` ones)
+    --     keep their shorter shape by design — they're carved out.
+    -- Suffix segments may include digits (existing data — e.g. EPA rule
+    -- codes like `epa.opp.boa.r106` / `epa.grant.exa.r71_3` carry the
+    -- statutory rule number in the suffix). Allow [a-z_0-9] per segment.
+    SELECT count(*) INTO v_bad_shape
+      FROM paliad.deadline_rules
+     WHERE is_active = true
+       AND lifecycle_state = 'published'
+       AND submission_code !~ '^[a-z_0-9]+\.[a-z_0-9]+\.[a-z_0-9]+\.[a-z_0-9]+(\..*)?$';
+    IF v_bad_shape <> 0 THEN
+        RAISE EXCEPTION
+            'mig 098: expected every active+published deadline_rules row to match the 4+-segment submission_code shape, got % violators',
+            v_bad_shape;
+    END IF;
+
+    -- 6.2 No NULL submission_code on active+published rows that BELONG
+    --     to a proceeding. Orphan rows (`proceeding_type_id IS NULL`)
+    --     are cross-cutting rules without a fixed proceeding home
+    --     (Wiedereinsetzung, Schriftsatznachreichung, etc.) — they
+    --     legitimately carry NULL submission_code because there's no
+    --     proceeding to prefix with. Exempt them.
+    SELECT count(*) INTO v_null_codes
+      FROM paliad.deadline_rules
+     WHERE is_active = true
+       AND lifecycle_state = 'published'
+       AND proceeding_type_id IS NOT NULL
+       AND submission_code IS NULL;
+    IF v_null_codes <> 0 THEN
+        RAISE EXCEPTION
+            'mig 098: expected 0 NULL submission_code on active+published rows, got %',
+            v_null_codes;
+    END IF;
+
+    -- 6.3 Column was actually renamed. Catches the case where the DO
+    --     guard in §4 short-circuited because the schema hadn't yet
+    --     been migrated.
+    SELECT EXISTS (
+        SELECT 1
+          FROM information_schema.columns
+         WHERE table_schema = 'paliad'
+           AND table_name   = 'deadline_rules'
+           AND column_name  = 'submission_code'
+    ) INTO v_col_exists;
+    IF NOT v_col_exists THEN
+        RAISE EXCEPTION
+            'mig 098: column paliad.deadline_rules.submission_code missing after rename — half-applied migration';
+    END IF;
+END $$;

internal/db/migrations/099_drop_with_po_flag.down.sql

@@ -0,0 +1,10 @@
+-- Revert mig 098 — restore the with_po condition_expr (mig 095 shape).
+-- audit_reason required: set via SET LOCAL paliad.audit_reason in tooling.
+
+UPDATE paliad.deadline_rules dr
+   SET condition_expr = '{"flag":"with_po"}'::jsonb
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code IN ('upc.inf.cfi', 'upc.rev.cfi')
+   AND dr.rule_code = 'RoP.019.1'
+   AND dr.condition_expr IS NULL;

internal/db/migrations/099_drop_with_po_flag.up.sql

@@ -0,0 +1,34 @@
+-- t-paliad-207 — drop the `with_po` flag from the two RoP 19 rules.
+-- m's call 2026-05-18 (interactive session): the Einspruch (R. 19) is
+-- not flag-gated — it's just an optional submission the defendant can
+-- always make, triggered by the SoC. Same reasoning that drove the
+-- always-fire decision for the appeal-spawn rules in t-paliad-203 F2.3
+-- ("appeal is always a possibility").
+--
+-- Net effect: the calculator will surface the R.19 row on every UPC_INF
+-- / UPC_REV calc as an optional row (priority='optional' already set
+-- by mig 095, unchanged here). The save-modal pre-uncheck behaviour
+-- for optional priority handles the "user opts in" gesture without a
+-- separate flag.
+--
+-- Two rows updated; pinned by proceeding code so this stays correct
+-- after any rule-id reshuffle. Idempotent: the WHERE clause matches
+-- the live shape, so re-apply is a no-op.
+--
+-- audit_reason set_config required at the top — the mig 079 trigger
+-- on paliad.deadline_rules raises EXCEPTION 'audit reason required'
+-- on any UPDATE without it. Original mig 099 author missed this and
+-- crash-looped paliad prod; this is the recovery patch.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 099: drop with_po condition_expr on the two RoP.019.1 rows — m''s call 2026-05-18 (t-paliad-207 interactive session), R.19 Einspruch is always-available not flag-gated',
+    true);
+
+UPDATE paliad.deadline_rules dr
+   SET condition_expr = NULL
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code IN ('upc.inf.cfi', 'upc.rev.cfi')
+   AND dr.rule_code = 'RoP.019.1'
+   AND dr.condition_expr::text LIKE '%with_po%';

internal/db/migrations/100_ccr_visible_rule.down.sql

@@ -0,0 +1,26 @@
+-- Revert mig 100 — remove the upc.inf.cfi.ccr informational rule and
+-- restore the sequence_order values of def_to_ccr / app_to_amend.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 100 down: revert upc.inf.cfi.ccr informational rule + sequence reshuffle',
+    true);
+
+UPDATE paliad.deadline_rules
+   SET sequence_order = 12
+ WHERE submission_code = 'upc.inf.cfi.app_to_amend'
+   AND proceeding_type_id = 8
+   AND lifecycle_state = 'published'
+   AND sequence_order = 13;
+
+UPDATE paliad.deadline_rules
+   SET sequence_order = 11
+ WHERE submission_code = 'upc.inf.cfi.def_to_ccr'
+   AND proceeding_type_id = 8
+   AND lifecycle_state = 'published'
+   AND sequence_order = 12;
+
+DELETE FROM paliad.deadline_rules
+ WHERE submission_code = 'upc.inf.cfi.ccr'
+   AND proceeding_type_id = 8
+   AND lifecycle_state = 'published';

internal/db/migrations/100_ccr_visible_rule.up.sql

@@ -0,0 +1,97 @@
+-- t-paliad-207 — make the Nichtigkeitswiderklage (CCR) visible in the
+-- calculator output when the `with_ccr` flag is set. m's observation
+-- 2026-05-18 (interactive session): toggling "Mit Nichtigkeitswider-
+-- klage" surfaces the response rules (def_to_ccr, reply, rejoin, …)
+-- but the triggering event itself — the act of filing the CCR — is
+-- invisible. Per R.25 VerfO the CCR is filed AS PART OF the Statement
+-- of Defence with the same 3-month deadline, so the corpus author
+-- (mig 028) skipped it. UX is the problem: users see consequences
+-- without the cause.
+--
+-- Net effect: a new `upc.inf.cfi.ccr` row with priority='informational'
+-- renders the CCR as a notice card on the timeline (no save action,
+-- no extra deadline-to-track; the SoD's deadline already covers it).
+-- Date is identical to the SoD (3 months from SoC, same anchor +
+-- duration). condition_expr={"flag":"with_ccr"} so the row only appears
+-- when the user has flagged that a CCR is being filed.
+--
+-- Sequence reshuffle: inserting at sequence_order=11 pushes
+-- def_to_ccr 11→12 and app_to_amend 12→13 so the timeline reads
+-- SoD → CCR → def_to_ccr → app_to_amend (cause before effect). The
+-- two UPDATEs are guarded by the SOURCE values so re-apply is a no-op.
+--
+-- audit_reason set_config required at the top — the deadline_rules
+-- audit trigger raises EXCEPTION 'audit reason required' on any
+-- mutation without it (cf. mig 099 hotfix history).
+--
+-- Idempotency:
+--   * INSERT uses NOT EXISTS keyed on (proceeding_type_id,
+--     submission_code, lifecycle_state='published').
+--   * UPDATEs are guarded by current sequence_order value.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 100: add upc.inf.cfi.ccr informational rule so CCR filing event is visible when with_ccr flag is set (m''s 2026-05-18 ask, t-paliad-207 interactive session)',
+    true);
+
+INSERT INTO paliad.deadline_rules
+    (proceeding_type_id, parent_id, submission_code, name, name_en,
+     description, primary_party, event_type,
+     duration_value, duration_unit, timing,
+     rule_code, deadline_notes, deadline_notes_en, sequence_order,
+     is_spawn, spawn_proceeding_type_id, spawn_label,
+     is_active, legal_source, is_bilateral,
+     condition_expr, priority, is_court_set, lifecycle_state)
+SELECT
+    8,
+    (SELECT id FROM paliad.deadline_rules
+      WHERE submission_code = 'upc.inf.cfi.soc'
+        AND proceeding_type_id = 8
+        AND lifecycle_state = 'published'
+        AND is_active = true),
+    'upc.inf.cfi.ccr',
+    'Nichtigkeitswiderklage',
+    'Counterclaim for Revocation',
+    'Widerklage des Beklagten auf Nichtigkeit des Klagepatents. Wird gemeinsam mit der Klageerwiderung (Statement of Defence) eingereicht (R.25 VerfO); selbe Frist von 3 Monaten ab Zustellung der Klage. Eigener adversarialer Schriftsatz, der die Folge-Schriftsätze (Erwiderung auf Nichtigkeitswiderklage, Replik, Duplik) auslöst.',
+    'defendant',
+    'filing',
+    3,
+    'months',
+    'after',
+    'RoP.025',
+    'Wird mit der Klageerwiderung eingereicht (R.25 VerfO); kein separater Fristtermin — selbes Datum wie die Klageerwiderung. Wird informativ angezeigt, damit der auslösende Schriftsatz für die Folgefristen sichtbar bleibt.',
+    'Filed together with the Statement of Defence (RoP 25); no separate deadline — same date as the SoD. Surfaced informationally so the triggering submission for the downstream deadlines is visible.',
+    11,
+    false,
+    NULL,
+    NULL,
+    true,
+    'UPC.RoP.25.1',
+    false,
+    '{"flag":"with_ccr"}'::jsonb,
+    'informational',
+    false,
+    'published'
+WHERE NOT EXISTS (
+    SELECT 1 FROM paliad.deadline_rules
+     WHERE submission_code = 'upc.inf.cfi.ccr'
+       AND proceeding_type_id = 8
+       AND lifecycle_state = 'published');
+
+-- Sequence reshuffle: bump def_to_ccr and app_to_amend by 1 so the
+-- new ccr row at 11 sits between SoD (10) and def_to_ccr. Guarded by
+-- the source values to keep idempotency.
+
+UPDATE paliad.deadline_rules
+   SET sequence_order = 12
+ WHERE submission_code = 'upc.inf.cfi.def_to_ccr'
+   AND proceeding_type_id = 8
+   AND lifecycle_state = 'published'
+   AND sequence_order = 11;
+
+UPDATE paliad.deadline_rules
+   SET sequence_order = 13
+ WHERE submission_code = 'upc.inf.cfi.app_to_amend'
+   AND proceeding_type_id = 8
+   AND lifecycle_state = 'published'
+   AND sequence_order = 12;

internal/db/migrations/101_caldav_multi_calendar.down.sql

@@ -0,0 +1,13 @@
+-- Reverse of 101_caldav_multi_calendar.up.sql.
+--
+-- Drop the new join + binding tables. CASCADE on the FK references
+-- isn't needed because we drop targets before bindings, and Postgres
+-- handles RLS policies / indexes automatically on DROP TABLE.
+--
+-- The legacy paliad.appointments.caldav_uid / caldav_etag columns are
+-- untouched by the up migration, so they're untouched here too —
+-- rollback returns the system to the pre-Slice-1 state where those
+-- scalars are the single source of CalDAV truth.
+
+DROP TABLE IF EXISTS paliad.appointment_caldav_targets;
+DROP TABLE IF EXISTS paliad.user_calendar_bindings;

internal/db/migrations/101_caldav_multi_calendar.up.sql

@@ -0,0 +1,350 @@
+-- t-paliad-212 — Slice 1 of the CalDAV multi-calendar design (see
+-- docs/design-caldav-multi-calendar-2026-05-19.md). Pure schema +
+-- backfill; the sync engine is NOT touched in this migration. Slice 2
+-- wires the per-binding fan-out.
+--
+-- What we add:
+--   1. paliad.user_calendar_bindings — N bindings per user, each with
+--      a scope_kind enum (all_visible / personal_only / project /
+--      client / litigation / patent / case) and an optional scope_id
+--      pointing at a paliad.projects row when the scope is hierarchy-
+--      anchored. The same Appointment can be PUT into multiple of
+--      these bindings (e.g. master cal + per-project cal).
+--   2. paliad.appointment_caldav_targets — (appointment_id, binding_id)
+--      join carrying the per-target caldav_uid + caldav_etag. The
+--      canonical UID is still per-appointment (paliad-appointment-
+--      <uuid>@paliad.de) so the same event in N cals shares one UID.
+--   3. Backfill: one all_visible binding per existing
+--      user_caldav_config row, plus one target row per Appointment
+--      already pushed (caldav_uid IS NOT NULL). Backfill maps the
+--      target's binding_id to the appointment creator's binding —
+--      that matches today's Phase F semantics, where the creator's
+--      sync goroutine owns the etag.
+--
+-- The scalar columns paliad.appointments.caldav_uid / caldav_etag
+-- STAY in place through Slice 1 and Slice 2. Slice 1 keeps them as
+-- read-once denormalised pointers to the default binding's target
+-- row; Slice 4 drops them after telemetry confirms no path still
+-- reads them.
+--
+-- Idempotent: every CREATE uses IF NOT EXISTS, both backfills are
+-- guarded by NOT EXISTS. Safe to re-run.
+--
+-- audit_reason set_config required at the top because m's recent
+-- migration friction had several mig failures from missing reasons.
+-- The trigger raising 'audit reason required' is on
+-- paliad.deadline_rules only — this migration doesn't touch that
+-- table — but we set the reason for symmetry per paliadin's 2026-05-19
+-- coder-shift brief.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 101: CalDAV multi-calendar schema + backfill (Slice 1 of t-paliad-212; design doc docs/design-caldav-multi-calendar-2026-05-19.md). No row mutations on existing trigger-guarded tables; this is a defensive symmetry set_config.',
+    true);
+
+-- =========================================================================
+-- 1. paliad.user_calendar_bindings
+-- =========================================================================
+
+CREATE TABLE IF NOT EXISTS paliad.user_calendar_bindings (
+    id               uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    user_id          uuid NOT NULL REFERENCES auth.users(id) ON DELETE CASCADE,
+
+    -- Full URL or path under user_caldav_config.url. The CalDAV client
+    -- resolves it against the user's server URL the same way it
+    -- resolves the legacy user_caldav_config.calendar_path today.
+    calendar_path    text NOT NULL,
+
+    -- What the picker UI shows for this binding. Discovered via
+    -- PROPFIND <displayname/> at add-time and cached here so we don't
+    -- re-fetch every render. Default '' (Slice 1 backfill leaves it
+    -- empty; Slice 2 fills it during the picker flow).
+    display_name     text NOT NULL DEFAULT '',
+
+    -- Which appointments push into this calendar. Slice 1 only really
+    -- needs 'all_visible' (that's all the backfill creates) but we
+    -- ship the full enum now so the schema is final and Slice 2/3
+    -- don't have to ALTER it.
+    scope_kind       text NOT NULL,
+    scope_id         uuid REFERENCES paliad.projects(id) ON DELETE CASCADE,
+
+    -- Only meaningful when scope_kind is hierarchy-anchored
+    -- (project / client / litigation / patent / case). When true,
+    -- the binding ALSO receives the user's personal (project_id IS
+    -- NULL AND created_by = user_id) appointments. Ignored for
+    -- 'all_visible' (already includes them) and 'personal_only'.
+    include_personal boolean NOT NULL DEFAULT false,
+
+    enabled          boolean NOT NULL DEFAULT true,
+    last_sync_at     timestamptz,
+    last_sync_error  text,
+
+    created_at       timestamptz NOT NULL DEFAULT now(),
+    updated_at       timestamptz NOT NULL DEFAULT now(),
+
+    CONSTRAINT user_calendar_bindings_scope_kind_chk CHECK (
+        scope_kind IN ('all_visible','personal_only','project','client','litigation','patent','case')
+    ),
+    CONSTRAINT user_calendar_bindings_scope_id_chk CHECK (
+        (scope_kind IN ('all_visible','personal_only') AND scope_id IS NULL)
+        OR
+        (scope_kind NOT IN ('all_visible','personal_only') AND scope_id IS NOT NULL)
+    )
+);
+
+-- One binding per (user, calendar) — can't bind the same external
+-- calendar twice for the same user.
+CREATE UNIQUE INDEX IF NOT EXISTS user_calendar_bindings_user_path_uniq
+    ON paliad.user_calendar_bindings (user_id, calendar_path);
+
+-- One hierarchy binding per (user, scope_kind, scope_id) — a user
+-- can't have two bindings for the same project, but CAN have a
+-- 'project' binding for project X alongside an 'all_visible'
+-- master binding (different scope_kind ⇒ different row).
+CREATE UNIQUE INDEX IF NOT EXISTS user_calendar_bindings_scope_hier_uniq
+    ON paliad.user_calendar_bindings (user_id, scope_kind, scope_id)
+    WHERE scope_id IS NOT NULL;
+
+-- One scope-less binding per (user, scope_kind) — at most one
+-- 'all_visible' and one 'personal_only' per user.
+CREATE UNIQUE INDEX IF NOT EXISTS user_calendar_bindings_scope_root_uniq
+    ON paliad.user_calendar_bindings (user_id, scope_kind)
+    WHERE scope_id IS NULL;
+
+CREATE INDEX IF NOT EXISTS user_calendar_bindings_user_idx
+    ON paliad.user_calendar_bindings (user_id)
+    WHERE enabled;
+
+-- No updated_at trigger — paliad.user_caldav_config also doesn't have
+-- one. The Go service layer sets updated_at = NOW() explicitly on
+-- every write (see SaveConfig in caldav_service.go); we follow the
+-- same convention here so all CalDAV-related tables are consistent.
+
+ALTER TABLE paliad.user_calendar_bindings ENABLE ROW LEVEL SECURITY;
+
+-- Same shape as user_caldav_config policies: a user sees + mutates
+-- only their own rows. auth.uid() returns the authenticated user's
+-- id (mirrors auth.uid()).
+DROP POLICY IF EXISTS user_calendar_bindings_self_select ON paliad.user_calendar_bindings;
+CREATE POLICY user_calendar_bindings_self_select ON paliad.user_calendar_bindings
+    FOR SELECT TO authenticated
+    USING (user_id = auth.uid());
+
+DROP POLICY IF EXISTS user_calendar_bindings_self_insert ON paliad.user_calendar_bindings;
+CREATE POLICY user_calendar_bindings_self_insert ON paliad.user_calendar_bindings
+    FOR INSERT TO authenticated
+    WITH CHECK (user_id = auth.uid());
+
+DROP POLICY IF EXISTS user_calendar_bindings_self_update ON paliad.user_calendar_bindings;
+CREATE POLICY user_calendar_bindings_self_update ON paliad.user_calendar_bindings
+    FOR UPDATE TO authenticated
+    USING (user_id = auth.uid())
+    WITH CHECK (user_id = auth.uid());
+
+DROP POLICY IF EXISTS user_calendar_bindings_self_delete ON paliad.user_calendar_bindings;
+CREATE POLICY user_calendar_bindings_self_delete ON paliad.user_calendar_bindings
+    FOR DELETE TO authenticated
+    USING (user_id = auth.uid());
+
+
+-- =========================================================================
+-- 2. paliad.appointment_caldav_targets
+-- =========================================================================
+
+CREATE TABLE IF NOT EXISTS paliad.appointment_caldav_targets (
+    appointment_id  uuid NOT NULL REFERENCES paliad.appointments(id) ON DELETE CASCADE,
+    binding_id      uuid NOT NULL REFERENCES paliad.user_calendar_bindings(id) ON DELETE CASCADE,
+
+    -- 'paliad-appointment-<uuid>@paliad.de' — derived from
+    -- appointment_id, identical across all bindings of one appointment.
+    caldav_uid      text NOT NULL,
+
+    -- ETag returned by the CalDAV server on the last successful PUT.
+    -- NULLABLE to match the legacy paliad.appointments.caldav_etag
+    -- column: some servers don't return ETag on PUT and we
+    -- re-PROPFIND lazily on next tick.
+    caldav_etag     text,
+
+    last_pushed_at  timestamptz NOT NULL DEFAULT now(),
+
+    PRIMARY KEY (appointment_id, binding_id)
+);
+
+CREATE INDEX IF NOT EXISTS appointment_caldav_targets_binding_idx
+    ON paliad.appointment_caldav_targets (binding_id);
+
+CREATE INDEX IF NOT EXISTS appointment_caldav_targets_uid_idx
+    ON paliad.appointment_caldav_targets (caldav_uid);
+
+ALTER TABLE paliad.appointment_caldav_targets ENABLE ROW LEVEL SECURITY;
+
+-- A target row is visible/mutable to the user who owns the binding.
+-- Appointment-side visibility is enforced separately by AppointmentService;
+-- the target is a sync-state row, scoped per-user.
+DROP POLICY IF EXISTS appointment_caldav_targets_self_select ON paliad.appointment_caldav_targets;
+CREATE POLICY appointment_caldav_targets_self_select ON paliad.appointment_caldav_targets
+    FOR SELECT TO authenticated
+    USING (EXISTS (
+        SELECT 1 FROM paliad.user_calendar_bindings b
+         WHERE b.id = appointment_caldav_targets.binding_id
+           AND b.user_id = auth.uid()
+    ));
+
+DROP POLICY IF EXISTS appointment_caldav_targets_self_insert ON paliad.appointment_caldav_targets;
+CREATE POLICY appointment_caldav_targets_self_insert ON paliad.appointment_caldav_targets
+    FOR INSERT TO authenticated
+    WITH CHECK (EXISTS (
+        SELECT 1 FROM paliad.user_calendar_bindings b
+         WHERE b.id = appointment_caldav_targets.binding_id
+           AND b.user_id = auth.uid()
+    ));
+
+DROP POLICY IF EXISTS appointment_caldav_targets_self_update ON paliad.appointment_caldav_targets;
+CREATE POLICY appointment_caldav_targets_self_update ON paliad.appointment_caldav_targets
+    FOR UPDATE TO authenticated
+    USING (EXISTS (
+        SELECT 1 FROM paliad.user_calendar_bindings b
+         WHERE b.id = appointment_caldav_targets.binding_id
+           AND b.user_id = auth.uid()
+    ))
+    WITH CHECK (EXISTS (
+        SELECT 1 FROM paliad.user_calendar_bindings b
+         WHERE b.id = appointment_caldav_targets.binding_id
+           AND b.user_id = auth.uid()
+    ));
+
+DROP POLICY IF EXISTS appointment_caldav_targets_self_delete ON paliad.appointment_caldav_targets;
+CREATE POLICY appointment_caldav_targets_self_delete ON paliad.appointment_caldav_targets
+    FOR DELETE TO authenticated
+    USING (EXISTS (
+        SELECT 1 FROM paliad.user_calendar_bindings b
+         WHERE b.id = appointment_caldav_targets.binding_id
+           AND b.user_id = auth.uid()
+    ));
+
+
+-- =========================================================================
+-- 3. Backfill — one all_visible binding per existing CalDAV-configured user
+-- =========================================================================
+
+-- For every paliad.user_caldav_config row, insert an 'all_visible'
+-- binding that mirrors today's single-target Phase F push. The new
+-- binding inherits the legacy `calendar_path` (or, when that's empty,
+-- the server URL itself — same fallback the client uses today). The
+-- enabled flag carries over.
+--
+-- Idempotent: skipped when this user already has an all_visible binding
+-- (re-running the migration is a no-op).
+INSERT INTO paliad.user_calendar_bindings
+    (user_id, calendar_path, display_name, scope_kind, scope_id, include_personal, enabled)
+SELECT
+    c.user_id,
+    COALESCE(NULLIF(c.calendar_path, ''), c.url),
+    '',
+    'all_visible',
+    NULL,
+    false,
+    c.enabled
+FROM paliad.user_caldav_config c
+WHERE NOT EXISTS (
+    SELECT 1 FROM paliad.user_calendar_bindings b
+     WHERE b.user_id = c.user_id
+       AND b.scope_kind = 'all_visible'
+);
+
+
+-- =========================================================================
+-- 4. Backfill — one target row per already-pushed appointment
+-- =========================================================================
+
+-- For every appointment with a non-null caldav_uid, insert one target
+-- row pointing at the appointment creator's new all_visible binding.
+-- That preserves the (appointment, calendar) sync state exactly as it
+-- existed before this migration.
+--
+-- Why created_by, not "every visible user": today's Phase F
+-- caldav_uid/caldav_etag scalars on appointments are populated by
+-- whoever happened to push last; in practice the etag almost always
+-- belongs to the creator's calendar because pull-side updates only
+-- run when CreatedBy = userID (caldav_service.go:449). Mapping the
+-- backfill target to the creator's binding keeps the etag pointing
+-- where it actually came from. Other users' goroutines will create
+-- their own target rows on their next sync tick after Slice 2 ships.
+--
+-- Idempotent: skipped when (appointment_id, binding_id) target already
+-- exists.
+INSERT INTO paliad.appointment_caldav_targets
+    (appointment_id, binding_id, caldav_uid, caldav_etag, last_pushed_at)
+SELECT
+    a.id,
+    b.id,
+    a.caldav_uid,
+    a.caldav_etag,
+    a.updated_at
+FROM paliad.appointments a
+JOIN paliad.user_calendar_bindings b
+     ON b.user_id = a.created_by
+    AND b.scope_kind = 'all_visible'
+WHERE a.caldav_uid IS NOT NULL
+  AND a.created_by IS NOT NULL
+  AND NOT EXISTS (
+      SELECT 1 FROM paliad.appointment_caldav_targets t
+       WHERE t.appointment_id = a.id
+         AND t.binding_id = b.id
+  );
+
+
+-- =========================================================================
+-- 5. Assertions — hard fail if the backfill didn't catch every row
+-- =========================================================================
+
+-- Every paliad.user_caldav_config row must have at least one
+-- all_visible binding after this migration. If it doesn't, either a
+-- row was inserted between the backfill and the assertion (race —
+-- run is wrapped in a transaction by golang-migrate, so this can't
+-- happen) or the backfill is buggy. Hard fail either way.
+DO $$
+DECLARE
+    missing_users int;
+BEGIN
+    SELECT count(*) INTO missing_users
+      FROM paliad.user_caldav_config c
+     WHERE NOT EXISTS (
+         SELECT 1 FROM paliad.user_calendar_bindings b
+          WHERE b.user_id = c.user_id
+            AND b.scope_kind = 'all_visible'
+     );
+    IF missing_users > 0 THEN
+        RAISE EXCEPTION
+            'mig 101 assertion failed: % paliad.user_caldav_config row(s) without an all_visible binding',
+            missing_users;
+    END IF;
+END $$;
+
+-- Every appointment with a non-null caldav_uid AND a non-null
+-- created_by must have a target row pointing at its creator's
+-- all_visible binding. created_by can be NULL on legacy rows
+-- (e.g. seed data) so we exclude those from the assertion.
+DO $$
+DECLARE
+    missing_targets int;
+BEGIN
+    SELECT count(*) INTO missing_targets
+      FROM paliad.appointments a
+     WHERE a.caldav_uid IS NOT NULL
+       AND a.created_by IS NOT NULL
+       AND NOT EXISTS (
+           SELECT 1
+             FROM paliad.appointment_caldav_targets t
+             JOIN paliad.user_calendar_bindings b
+                  ON b.id = t.binding_id
+            WHERE t.appointment_id = a.id
+              AND b.user_id = a.created_by
+              AND b.scope_kind = 'all_visible'
+       );
+    IF missing_targets > 0 THEN
+        RAISE EXCEPTION
+            'mig 101 assertion failed: % appointment(s) with caldav_uid but no all_visible target row',
+            missing_targets;
+    END IF;
+END $$;

internal/db/migrations/102_system_audit_log.down.sql

@@ -0,0 +1,15 @@
+-- Revert mig 102 — drop paliad.system_audit_log and its indexes / policies.
+-- audit_reason set_config required by the mig 079 trigger pattern.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 102 down: drop paliad.system_audit_log (t-paliad-214 Slice 1 revert)',
+    true);
+
+DROP POLICY IF EXISTS system_audit_log_select_admin ON paliad.system_audit_log;
+DROP POLICY IF EXISTS system_audit_log_select_self  ON paliad.system_audit_log;
+
+DROP INDEX IF EXISTS paliad.system_audit_log_event_type_created_at_idx;
+DROP INDEX IF EXISTS paliad.system_audit_log_actor_id_created_at_idx;
+
+DROP TABLE IF EXISTS paliad.system_audit_log;

internal/db/migrations/102_system_audit_log.up.sql

@@ -0,0 +1,79 @@
+-- t-paliad-214 Slice 1 — create paliad.system_audit_log as the 6th source
+-- in the AuditService.ListEntries union. Captures org-wide / scope-spanning
+-- actions that don't naturally belong on any single project_events row.
+--
+-- Design: docs/design-paliad-data-export-2026-05-19.md §4.
+--
+-- Initial use case is data-export auditing (every export run writes one row,
+-- before the artifact is generated, then is patched with row_counts +
+-- file_size_bytes on completion). The table is intentionally generic
+-- (`event_type` + `metadata jsonb`) so future org-wide actions can land here
+-- without a new table per concept.
+--
+-- Idempotent: CREATE TABLE IF NOT EXISTS + CREATE INDEX IF NOT EXISTS.
+-- audit_reason set_config required by the mig 079 trigger pattern when
+-- migrations touch the database — universal convention even for pure-DDL
+-- migrations.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 102: add paliad.system_audit_log for org-wide / scope-spanning audit events (t-paliad-214 Slice 1 — data-export audit chain)',
+    true);
+
+CREATE TABLE IF NOT EXISTS paliad.system_audit_log (
+    id           uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+    event_type   text NOT NULL,
+    actor_id     uuid REFERENCES paliad.users(id) ON DELETE SET NULL,
+    -- actor_email is captured at write time so the audit row survives a
+    -- subsequent user-deletion (FK above sets NULL, but the historical
+    -- identity stays readable).
+    actor_email  text NOT NULL,
+    scope        text NOT NULL CHECK (scope IN ('org', 'project', 'personal')),
+    -- scope_root is the project_id for scope='project'; NULL otherwise.
+    -- Not a hard FK because we want the audit row to outlive a project
+    -- deletion. Resolution happens at read time.
+    scope_root   uuid,
+    metadata     jsonb NOT NULL DEFAULT '{}'::jsonb,
+    created_at   timestamptz NOT NULL DEFAULT now(),
+    updated_at   timestamptz NOT NULL DEFAULT now()
+);
+
+-- Indexes mirror the read patterns:
+--   - actor lookup ("show me what I've exported"): actor_id + created_at desc
+--   - scope rollup ("how much org-wide activity in the last 30 days"): event_type + created_at desc
+CREATE INDEX IF NOT EXISTS system_audit_log_actor_id_created_at_idx
+    ON paliad.system_audit_log (actor_id, created_at DESC);
+
+CREATE INDEX IF NOT EXISTS system_audit_log_event_type_created_at_idx
+    ON paliad.system_audit_log (event_type, created_at DESC);
+
+-- RLS: every authenticated user can SELECT their own rows (actor_id = auth.uid());
+-- global_admins see everything. INSERT / UPDATE happen via the Go service path
+-- under the migration-runner role (no end-user write surface) so no INSERT
+-- policy is needed for end users.
+ALTER TABLE paliad.system_audit_log ENABLE ROW LEVEL SECURITY;
+
+DROP POLICY IF EXISTS system_audit_log_select_self ON paliad.system_audit_log;
+CREATE POLICY system_audit_log_select_self ON paliad.system_audit_log
+    FOR SELECT
+    USING (actor_id = auth.uid());
+
+DROP POLICY IF EXISTS system_audit_log_select_admin ON paliad.system_audit_log;
+CREATE POLICY system_audit_log_select_admin ON paliad.system_audit_log
+    FOR SELECT
+    USING (
+        EXISTS (
+            SELECT 1 FROM paliad.users u
+             WHERE u.id = auth.uid()
+               AND u.global_role = 'global_admin'
+        )
+    );
+
+COMMENT ON TABLE paliad.system_audit_log IS
+    'Org-wide / scope-spanning audit events. 6th source of AuditService union. Generic event_type + metadata jsonb. Initial users: data-export audit chain (t-paliad-214). Audit rows persist forever; artifact retention is separate.';
+
+COMMENT ON COLUMN paliad.system_audit_log.actor_email IS
+    'Captured at write time so the audit row survives user deletion (actor_id FK uses ON DELETE SET NULL).';
+
+COMMENT ON COLUMN paliad.system_audit_log.scope_root IS
+    'project_id for scope=project; NULL otherwise. Not a hard FK so audit survives project deletion.';

internal/db/migrations/103_approval_suggest_changes.down.sql

@@ -0,0 +1,27 @@
+-- Reverse of 103_approval_suggest_changes.up.sql.
+--
+-- Drops the previous_request_id index + column, drops counter_payload, and
+-- restores the original status CHECK (without 'changes_requested'). If any
+-- live rows are at status='changes_requested' OR carry a non-NULL
+-- counter_payload OR previous_request_id, the down will fail on the CHECK
+-- restore. That is intentional: it forces an explicit cleanup decision
+-- before tearing the schema back.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 103 DOWN: revert suggest-changes schema extensions (t-paliad-216)',
+    true);
+
+DROP INDEX IF EXISTS paliad.approval_requests_previous_idx;
+
+ALTER TABLE paliad.approval_requests
+    DROP COLUMN IF EXISTS previous_request_id;
+
+ALTER TABLE paliad.approval_requests
+    DROP COLUMN IF EXISTS counter_payload;
+
+ALTER TABLE paliad.approval_requests
+    DROP CONSTRAINT IF EXISTS approval_requests_status_check;
+ALTER TABLE paliad.approval_requests
+    ADD  CONSTRAINT approval_requests_status_check
+    CHECK (status IN ('pending', 'approved', 'rejected', 'revoked', 'superseded'));

internal/db/migrations/103_approval_suggest_changes.up.sql

@@ -0,0 +1,57 @@
+-- t-paliad-216 Slice A — add the "Suggest changes" action to the approval
+-- flow alongside Approve / Reject / Revoke. Design:
+-- docs/design-approval-suggest-changes-2026-05-19.md.
+--
+-- Mental model (m's 2026-05-19 decisions, §0a of the design doc):
+-- "Suggest changes" is not a soft-reject with a hint. It is the approver
+-- AUTHORING A COUNTER-PROPOSAL that gets re-injected into the approval
+-- flow as a fresh `pending` row. The original requester (no longer the
+-- new row's requested_by) becomes potentially-eligible to approve the
+-- counter — 4-Augen still holds via the standard self-approval guard.
+--
+-- Three schema additions to paliad.approval_requests:
+--   1. Extend the status CHECK to allow 'changes_requested'.
+--   2. counter_payload jsonb NULL — the approver's edited values,
+--      stored on the OLD (changes_requested) row so the audit chain
+--      can show "approver edited X, Y, Z" without joining forward.
+--      Also used as the `payload` for the NEW row spawned in the same
+--      tx by ApprovalService.SuggestChanges.
+--   3. previous_request_id uuid NULL FK — back-pointer on the NEW row
+--      to the OLD (changes_requested) row that spawned it. ON DELETE
+--      SET NULL keeps a survivor row intact if either end is ever
+--      pruned. Partial index covers chain traversal.
+--
+-- The set_config('paliad.audit_reason', ...) line is the universal
+-- convention for paliad migrations (mig 079 trigger pattern) — even
+-- pure-DDL migrations set it so an audit trigger that fires on any
+-- migration-touched table has a non-NULL reason string to record.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 103: add suggest-changes action — extend approval_requests.status CHECK with changes_requested, add counter_payload jsonb + previous_request_id FK (t-paliad-216 Slice A)',
+    true);
+
+-- 1. Extend approval_requests.status CHECK.
+ALTER TABLE paliad.approval_requests
+    DROP CONSTRAINT IF EXISTS approval_requests_status_check;
+ALTER TABLE paliad.approval_requests
+    ADD  CONSTRAINT approval_requests_status_check
+    CHECK (status IN (
+        'pending', 'approved', 'rejected', 'revoked', 'superseded', 'changes_requested'
+    ));
+
+-- 2. counter_payload — the approver's edited values when suggesting
+--    changes. Stays NULL for every status other than changes_requested.
+ALTER TABLE paliad.approval_requests
+    ADD COLUMN counter_payload jsonb;
+
+-- 3. previous_request_id — back-pointer FK. NULL for first-attempt rows;
+--    set to the prior (changes_requested) row's id on the NEW row spawned
+--    by SuggestChanges. ON DELETE SET NULL keeps survivor rows intact.
+ALTER TABLE paliad.approval_requests
+    ADD COLUMN previous_request_id uuid
+        REFERENCES paliad.approval_requests(id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS approval_requests_previous_idx
+    ON paliad.approval_requests (previous_request_id)
+    WHERE previous_request_id IS NOT NULL;

internal/db/migrations/104_einspruch_name_and_ccr_priority.down.sql

@@ -0,0 +1,52 @@
+-- Revert mig 104 — restore the bracket-bearing Einspruch names and
+-- flip the CCR priority back to 'informational'.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 104 down: restore "Einspruch (R. 19 VerfO)" and "Einspruch (R. 19 i.V.m. R. 46 VerfO)" names + flip upc.inf.cfi.ccr priority back to informational',
+    true);
+
+UPDATE paliad.deadline_rules dr
+   SET name_en = 'Preliminary Objection (RoP 19 in conjunction with RoP 46)'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.rev.cfi'
+   AND dr.submission_code = 'upc.rev.cfi.prelim'
+   AND dr.lifecycle_state = 'published'
+   AND dr.name_en = 'Preliminary Objection';
+
+UPDATE paliad.deadline_rules dr
+   SET name = 'Einspruch (R. 19 i.V.m. R. 46 VerfO)'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.rev.cfi'
+   AND dr.submission_code = 'upc.rev.cfi.prelim'
+   AND dr.lifecycle_state = 'published'
+   AND dr.name = 'Einspruch';
+
+UPDATE paliad.deadline_rules dr
+   SET name_en = 'Preliminary Objection (RoP 19)'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.inf.cfi'
+   AND dr.submission_code = 'upc.inf.cfi.prelim'
+   AND dr.lifecycle_state = 'published'
+   AND dr.name_en = 'Preliminary Objection';
+
+UPDATE paliad.deadline_rules dr
+   SET name = 'Einspruch (R. 19 VerfO)'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.inf.cfi'
+   AND dr.submission_code = 'upc.inf.cfi.prelim'
+   AND dr.lifecycle_state = 'published'
+   AND dr.name = 'Einspruch';
+
+UPDATE paliad.deadline_rules dr
+   SET priority = 'informational'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.inf.cfi'
+   AND dr.submission_code = 'upc.inf.cfi.ccr'
+   AND dr.lifecycle_state = 'published'
+   AND dr.priority = 'optional';

internal/db/migrations/104_einspruch_name_and_ccr_priority.up.sql

@@ -0,0 +1,89 @@
+-- t-paliad-207 (m's interactive session) — two label/priority polish
+-- fixes on upc.inf.cfi / upc.rev.cfi:
+--
+-- 1. **CCR priority informational → optional.** m's correction
+--    2026-05-18 18:01: the Nichtigkeitswiderklage is a substantive
+--    defensive choice the defendant makes — not just an informational
+--    notice. priority='optional' renders it as an unchecked save row
+--    the user can opt into. The fermi amend (commit e8d658a) flipping
+--    this didn't land in main — paliadin's merge of mig 100 (commit
+--    c10f8cf, merge 4ddcd28) picked up the pre-amend 'informational'
+--    version. This is the recovery.
+--
+-- 2. **Strip rule citation from Einspruch names.** m's correction
+--    2026-05-18 18:08: every other rule name in the corpus carries
+--    the act-name without a parenthetical rule cite (Klageerwiderung,
+--    Antrag auf Patentänderung, Replik, etc.). The Einspruch rule
+--    names are the outliers:
+--      upc.inf.cfi.prelim  "Einspruch (R. 19 VerfO)"            → "Einspruch"
+--      upc.rev.cfi.prelim  "Einspruch (R. 19 i.V.m. R. 46 VerfO)" → "Einspruch"
+--    and EN equivalents:
+--      "Preliminary Objection (RoP 19)" → "Preliminary Objection"
+--      "Preliminary Objection (RoP 19 in conjunction with RoP 46)"
+--                                      → "Preliminary Objection"
+--    The legal_source / rule_code columns already carry the citation
+--    and render in the deadline card's meta line, so the name stays
+--    clean. The R.46-i.V.m. distinction is preserved in the legal
+--    source field (RoP.019.1 for both — m may want to further
+--    differentiate; flagged in description text instead).
+--
+-- audit_reason set_config required at the top — the deadline_rules
+-- audit trigger raises EXCEPTION 'audit reason required' on any
+-- mutation without it (cf. mig 099 hotfix history).
+--
+-- Idempotency:
+--   * Priority UPDATE guarded on the current 'informational' value.
+--   * Name UPDATEs guarded on the current parenthetical-bearing names.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 104: flip upc.inf.cfi.ccr priority informational→optional + strip rule-cite brackets from R.19 Einspruch names on both upc.inf.cfi.prelim and upc.rev.cfi.prelim (m''s corrections 2026-05-18, t-paliad-207 interactive session)',
+    true);
+
+-- 1) Flip CCR priority
+UPDATE paliad.deadline_rules dr
+   SET priority = 'optional'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.inf.cfi'
+   AND dr.submission_code = 'upc.inf.cfi.ccr'
+   AND dr.lifecycle_state = 'published'
+   AND dr.priority = 'informational';
+
+-- 2a) Strip "(R. 19 VerfO)" from upc.inf.cfi.prelim DE/EN names
+UPDATE paliad.deadline_rules dr
+   SET name = 'Einspruch'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.inf.cfi'
+   AND dr.submission_code = 'upc.inf.cfi.prelim'
+   AND dr.lifecycle_state = 'published'
+   AND dr.name = 'Einspruch (R. 19 VerfO)';
+
+UPDATE paliad.deadline_rules dr
+   SET name_en = 'Preliminary Objection'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.inf.cfi'
+   AND dr.submission_code = 'upc.inf.cfi.prelim'
+   AND dr.lifecycle_state = 'published'
+   AND dr.name_en = 'Preliminary Objection (RoP 19)';
+
+-- 2b) Strip "(R. 19 i.V.m. R. 46 VerfO)" from upc.rev.cfi.prelim DE/EN names
+UPDATE paliad.deadline_rules dr
+   SET name = 'Einspruch'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.rev.cfi'
+   AND dr.submission_code = 'upc.rev.cfi.prelim'
+   AND dr.lifecycle_state = 'published'
+   AND dr.name = 'Einspruch (R. 19 i.V.m. R. 46 VerfO)';
+
+UPDATE paliad.deadline_rules dr
+   SET name_en = 'Preliminary Objection'
+  FROM paliad.proceeding_types pt
+ WHERE dr.proceeding_type_id = pt.id
+   AND pt.code = 'upc.rev.cfi'
+   AND dr.submission_code = 'upc.rev.cfi.prelim'
+   AND dr.lifecycle_state = 'published'
+   AND dr.name_en = 'Preliminary Objection (RoP 19 in conjunction with RoP 46)';

internal/db/migrations/105_upc_inf_track_aware_sequence.down.sql

@@ -0,0 +1,31 @@
+-- Revert mig 105 — restore the pre-mig-105 sequence_order values
+-- (post-mig-100 state). Same two-phase swap pattern.
+
+SELECT set_config(
+    'paliad.audit_reason',
+    'mig 105 down: restore pre-track-aware sequence_order on upc.inf.cfi rules',
+    true);
+
+-- Phase 1: park
+UPDATE paliad.deadline_rules SET sequence_order = 1011 WHERE submission_code = 'upc.inf.cfi.ccr'              AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 20;
+UPDATE paliad.deadline_rules SET sequence_order = 1012 WHERE submission_code = 'upc.inf.cfi.def_to_ccr'       AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 22;
+UPDATE paliad.deadline_rules SET sequence_order = 1013 WHERE submission_code = 'upc.inf.cfi.app_to_amend'     AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 30;
+UPDATE paliad.deadline_rules SET sequence_order = 1020 WHERE submission_code = 'upc.inf.cfi.reply'            AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 12;
+UPDATE paliad.deadline_rules SET sequence_order = 1021 WHERE submission_code = 'upc.inf.cfi.def_to_amend'     AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 32;
+UPDATE paliad.deadline_rules SET sequence_order = 1022 WHERE submission_code = 'upc.inf.cfi.reply_def_ccr'    AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 24;
+UPDATE paliad.deadline_rules SET sequence_order = 1030 WHERE submission_code = 'upc.inf.cfi.rejoin'           AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 14;
+UPDATE paliad.deadline_rules SET sequence_order = 1031 WHERE submission_code = 'upc.inf.cfi.reply_def_amd'    AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 34;
+UPDATE paliad.deadline_rules SET sequence_order = 1032 WHERE submission_code = 'upc.inf.cfi.rejoin_reply_ccr' AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 26;
+UPDATE paliad.deadline_rules SET sequence_order = 1033 WHERE submission_code = 'upc.inf.cfi.rejoin_amd'       AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 36;
+
+-- Phase 2: assign originals
+UPDATE paliad.deadline_rules SET sequence_order = 11 WHERE submission_code = 'upc.inf.cfi.ccr'              AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1011;
+UPDATE paliad.deadline_rules SET sequence_order = 12 WHERE submission_code = 'upc.inf.cfi.def_to_ccr'       AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1012;
+UPDATE paliad.deadline_rules SET sequence_order = 13 WHERE submission_code = 'upc.inf.cfi.app_to_amend'     AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1013;
+UPDATE paliad.deadline_rules SET sequence_order = 20 WHERE submission_code = 'upc.inf.cfi.reply'            AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1020;
+UPDATE paliad.deadline_rules SET sequence_order = 21 WHERE submission_code = 'upc.inf.cfi.def_to_amend'     AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1021;
+UPDATE paliad.deadline_rules SET sequence_order = 22 WHERE submission_code = 'upc.inf.cfi.reply_def_ccr'    AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1022;
+UPDATE paliad.deadline_rules SET sequence_order = 30 WHERE submission_code = 'upc.inf.cfi.rejoin'           AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1030;
+UPDATE paliad.deadline_rules SET sequence_order = 31 WHERE submission_code = 'upc.inf.cfi.reply_def_amd'    AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1031;
+UPDATE paliad.deadline_rules SET sequence_order = 32 WHERE submission_code = 'upc.inf.cfi.rejoin_reply_ccr' AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1032;
+UPDATE paliad.deadline_rules SET sequence_order = 33 WHERE submission_code = 'upc.inf.cfi.rejoin_amd'       AND proceeding_type_id = 8 AND lifecycle_state = 'published' AND sequence_order = 1033;