fix(verfahrensablauf): m/paliad#58 — UPC CCR roadmap (EN label + spawn-as-standalone)

m's 2026-05-20 14:08 reports on /tools/verfahrensablauf:

  1. "There seems to be a lacking english term here" — picking
     UPC CCR shows "Trigger event: Widerklage auf Nichtigkeit" on EN.
  2. "Nothing shows in the roadmap" — the timeline is empty because
     upc.ccr.cfi has no native rules (it's an illustrative peer that
     normally runs as a sub-track of upc.inf.cfi with with_ccr).

Root cause for (1): UIResponse.proceedingName was DE-only. When a
proceeding had no root rule the frontend fell back to that field, so
EN users saw the DE label. The DB already has bilingual names; this
was pure plumbing.

Root cause for (2): the upc.ccr.cfi proceeding-type row exists for
the picker (mig 096) but ResolveCounterclaimRouting — the helper
that maps it to upc.inf.cfi with the with_ccr flag — was defined
but never called. Calculate queried rules directly off upc.ccr.cfi
and got an empty list.

Fix:

  * Add ProceedingNameEN, ContextualNote, ContextualNoteEN to
    UIResponse. Frontend triggerEventLabelFor now consults the EN
    name on EN, falling back to DE only if the EN field is empty.
  * New SubTrackRouting registry in proceeding_mapping.go and a
    LookupSubTrackRouting lookup — single source of truth for the
    "this proceeding has no native rules, route to a parent with
    flags + show a contextual note" pattern. Today's only entry is
    upc.ccr.cfi → upc.inf.cfi + with_ccr; the pattern generalises
    to other sub-tracks via data-only additions.
  * Calculate consults the registry at the top: when a hit, the
    proceeding type is re-resolved to the parent for rule lookup, the
    default flags are merged into the user's flag set (user flags win
    on conflict), and the response identity (Code/Name/NameEN) stays
    on the user-picked proceeding so the page header still reads
    "Counterclaim for Revocation". The bilingual note surfaces in
    ContextualNote{,EN}.
  * Frontend renderResults paints a lime-accent banner above the
    timeline body when the response carries a note
    (.timeline-context-note). escHtml already exported from
    views/verfahrensablauf-core — imported here for the banner.

No DB migration: SELECTs against paliad.proceeding_types,
paliad.deadline_rules, and paliad.trigger_events confirm every
active row already has a non-empty name_en / name. The bug was
the API + frontend never reading the EN columns through the
proceedingName fallback path.

Tests: TestSubTrackRoutings pins the registry shape (every entry
has matching key/value, non-empty parent+flags, bilingual notes;
CCR's exact shape is asserted; non-sub-tracks miss). The existing
TestResolveCounterclaimRouting continues to pass because the
helper now consults the registry but the CCR semantics are
unchanged.

frontend/src/client/verfahrensablauf.ts

@@ -13,6 +13,7 @@ import { initSidebar } from "./sidebar";
 import {
   type DeadlineResponse,
   calculateDeadlines,
+  escHtml,
   formatDate,
   populateCourtPicker,
   renderColumnsBody,
@@ -157,13 +158,19 @@ async function doCalc() {
 // 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).
+// 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);
   }
-  return data.proceedingName || "";
+  if (getLang() === "en") {
+    return data.proceedingNameEN || data.proceedingName || "";
+  }
+  return data.proceedingName || data.proceedingNameEN || "";
 }
 
 function syncTriggerEventLabel() {
@@ -193,11 +200,23 @@ function renderResults(data: DeadlineResponse) {
     <span class="timeline-trigger-date">${t("deadlines.trigger.label")}: ${formatDate(data.triggerDate)}</span>
   </div>`;
 
+  // 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>`
+    : "";
+
   const bodyHtml = procedureView === "columns"
     ? renderColumnsBody(data, { editable: true, showNotes })
     : renderTimelineBody(data, { showParty: true, editable: true, showNotes });
 
-  container.innerHTML = headerHtml + bodyHtml;
+  container.innerHTML = headerHtml + noteHtml + bodyHtml;
   if (printBtn) printBtn.style.display = "block";
   if (toggle) toggle.style.display = "";
 

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

@@ -95,8 +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 {

frontend/src/styles/global.css

@@ -3289,6 +3289,23 @@ input[type="range"]::-moz-range-thumb {
     font-size: 1rem;
 }
 
+/* Sub-track contextual note banner (m/paliad#58). Renders above the
+   timeline body when the picked proceeding is a sub-track of another
+   proceeding (e.g. UPC CCR rendered standalone). Plain-text content;
+   white-space: pre-line preserves paragraph breaks if server copy
+   ever uses them. */
+.timeline-context-note {
+    margin: 0 0 1rem;
+    padding: 0.7rem 0.9rem;
+    background: rgba(198, 244, 28, 0.10);
+    border-left: 3px solid var(--brand-lime, #c6f41c);
+    border-radius: 4px;
+    color: var(--color-text, #222);
+    font-size: 0.9rem;
+    line-height: 1.4;
+    white-space: pre-line;
+}
+
 .timeline {
     position: relative;
 }

internal/services/fristenrechner.go

@@ -94,10 +94,27 @@ type UIDeadline struct {
 
 // UIResponse matches the frontend's DeadlineResponse TypeScript interface.
 type UIResponse struct {
-	ProceedingType string       `json:"proceedingType"`
-	ProceedingName string       `json:"proceedingName"`
-	TriggerDate    string       `json:"triggerDate"`
-	Deadlines      []UIDeadline `json:"deadlines"`
+	ProceedingType   string       `json:"proceedingType"`
+	ProceedingName   string       `json:"proceedingName"`
+	// ProceedingNameEN carries the English label of the proceeding so
+	// the frontend can switch on lang. Empty when the proceeding has no
+	// English label populated; the frontend falls back to ProceedingName.
+	// Added 2026-05-20 (m/paliad#58) — previously the verfahrensablauf
+	// "Trigger event" label fell back to the DE proceedingName whenever
+	// the timeline had no root rule (e.g. for sub-track proceedings like
+	// upc.ccr.cfi that have no native rules).
+	ProceedingNameEN string       `json:"proceedingNameEN,omitempty"`
+	TriggerDate      string       `json:"triggerDate"`
+	Deadlines        []UIDeadline `json:"deadlines"`
+	// ContextualNote / ContextualNoteEN surface a banner above the
+	// timeline. Populated by sub-track routing (m/paliad#58): when the
+	// user picks a proceeding that is normally a sub-track of another
+	// proceeding (e.g. upc.ccr.cfi runs inside upc.inf.cfi with
+	// with_ccr), the renderer routes to the parent's rules but keeps
+	// the user-picked code/name as the response identity and surfaces a
+	// note explaining the framing.
+	ContextualNote   string `json:"contextualNote,omitempty"`
+	ContextualNoteEN string `json:"contextualNoteEN,omitempty"`
 }
 
 // ErrUnknownProceedingType is returned when the UI sends an unrecognised code.
@@ -237,6 +254,42 @@ func (s *FristenrechnerService) Calculate(ctx context.Context, proceedingCode, t
 		return nil, fmt.Errorf("resolve proceeding %q: %w", proceedingCode, err)
 	}
 
+	// Sub-track routing (m/paliad#58). When the user picks a proceeding
+	// that has no native rules and is normally a sub-track of another
+	// proceeding (today: upc.ccr.cfi → upc.inf.cfi + with_ccr), route
+	// rule lookup to the parent and merge the default flags into the
+	// user's flag set. The response identity (Code/Name/NameEN) stays
+	// on the user-picked proceeding so the page header still reads
+	// "Counterclaim for Revocation", but the timeline body is the
+	// parent's full flow with the sub-track flag enabled. A note
+	// surfaces the framing.
+	var pickedProceeding = pt
+	var subTrackNote SubTrackRouting
+	var hasSubTrackNote bool
+	if route, ok := LookupSubTrackRouting(proceedingCode); ok {
+		subTrackNote = route
+		hasSubTrackNote = true
+		// Re-resolve to the parent proceeding for rule lookup.
+		err = s.rules.db.GetContext(ctx, &pt,
+			`SELECT id, code, name, name_en, jurisdiction
+			   FROM paliad.proceeding_types
+			  WHERE code = $1 AND is_active = true`, route.ParentCode)
+		if errors.Is(err, sql.ErrNoRows) {
+			return nil, fmt.Errorf("sub-track %q routes to %q which is not active: %w", proceedingCode, route.ParentCode, ErrUnknownProceedingType)
+		}
+		if err != nil {
+			return nil, fmt.Errorf("resolve sub-track parent %q: %w", route.ParentCode, err)
+		}
+		// Merge default flags into the user's flag set so the gated
+		// rules render. User-supplied flags win on conflict (they're
+		// already in flagSet); default flags only add what's missing.
+		for _, f := range route.DefaultFlags {
+			if _, exists := flagSet[f]; !exists {
+				flagSet[f] = struct{}{}
+			}
+		}
+	}
+
 	// Resolve (country, regime) for non-working-day adjustment. Court wins
 	// when supplied; otherwise default by proceeding regime. UPC proceedings
 	// default to UPC München (DE+UPC) — most common HLC venue. DPMA / EPA /
@@ -544,12 +597,18 @@ func (s *FristenrechnerService) Calculate(ctx context.Context, proceedingCode, t
 		deadlines = append(deadlines, d)
 	}
 
-	return &UIResponse{
-		ProceedingType: pt.Code,
-		ProceedingName: pt.Name,
-		TriggerDate:    triggerDateStr,
-		Deadlines:      deadlines,
-	}, nil
+	resp := &UIResponse{
+		ProceedingType:   pickedProceeding.Code,
+		ProceedingName:   pickedProceeding.Name,
+		ProceedingNameEN: pickedProceeding.NameEN,
+		TriggerDate:      triggerDateStr,
+		Deadlines:        deadlines,
+	}
+	if hasSubTrackNote {
+		resp.ContextualNote = subTrackNote.NoteDE
+		resp.ContextualNoteEN = subTrackNote.NoteEN
+	}
+	return resp, nil
 }
 
 // ErrUnknownRule is returned when CalculateRule can't resolve the

internal/services/proceeding_mapping.go

@@ -132,8 +132,60 @@ func MapLitigationToFristenrechner(litigationCode, jurisdiction string) (fristen
 // "Regeln liegen auf upc.inf.cfi (with_ccr=true); wir leiten Sie dorthin
 // weiter." in the UI.
 func ResolveCounterclaimRouting(code string) (effectiveCode string, defaultFlags []string, routed bool) {
-	if code == CodeUPCCounterclaim {
-		return CodeUPCInfringement, []string{"with_ccr"}, true
+	if route, ok := SubTrackRoutings[code]; ok {
+		return route.ParentCode, route.DefaultFlags, true
 	}
 	return code, nil, false
 }
+
+// SubTrackRouting describes a proceeding type that has no native rules
+// of its own and is normally rendered inside a parent proceeding's flow
+// with one or more condition flags enabled. The Procedure Roadmap
+// (verfahrensablauf) routes calc requests for these codes to the parent
+// proceeding + default flags, but preserves the user-picked code/name
+// in the response identity and surfaces a contextual note explaining
+// the framing — see m/paliad#58 and the design doc cited above.
+//
+// Adding a new sub-track is a data-only change here: extend
+// SubTrackRoutings with the (code, parent, flags, note) tuple and the
+// renderer picks it up automatically. The note copy lives in this file
+// because it's semantic to the routing, not UI chrome.
+type SubTrackRouting struct {
+	// Code is the user-picked proceeding code (e.g. "upc.ccr.cfi").
+	Code string
+	// ParentCode is the proceeding whose rules to use (e.g. "upc.inf.cfi").
+	ParentCode string
+	// DefaultFlags are merged into the user's flag set so the
+	// gated rules render. Order is preserved.
+	DefaultFlags []string
+	// NoteDE / NoteEN are the contextual banner above the timeline,
+	// explaining that the proceeding type is normally a sub-track.
+	// Plain text — the frontend renders them as a banner.
+	NoteDE string
+	NoteEN string
+}
+
+// SubTrackRoutings — single-source-of-truth registry. Today: just CCR.
+// The pattern generalises to other "sub-track" proceeding types (e.g.
+// R.30 application to amend the patent as a standalone roadmap, R.46
+// preliminary objection) once they have a proceeding-type code of their
+// own. New entries here are picked up by the spawn-as-standalone
+// renderer in FristenrechnerService.Calculate without further wiring.
+var SubTrackRoutings = map[string]SubTrackRouting{
+	CodeUPCCounterclaim: {
+		Code:         CodeUPCCounterclaim,
+		ParentCode:   CodeUPCInfringement,
+		DefaultFlags: []string{"with_ccr"},
+		NoteDE:       "Die Nichtigkeitswiderklage läuft normalerweise innerhalb eines UPC-Verletzungsverfahrens mit aktiver Nichtigkeitswiderklage. Diese Zeitleiste zeigt das Verletzungsverfahren mit gesetztem with_ccr-Flag.",
+		NoteEN:       "The counterclaim for revocation normally runs inside a UPC infringement action with the counterclaim flag set. This timeline shows the infringement action with with_ccr automatically enabled.",
+	},
+}
+
+// LookupSubTrackRouting returns the sub-track routing for a proceeding
+// code, or (zero, false) if the code is not a sub-track. Used by the
+// fristenrechner Calculate path to spawn the parent flow with the sub-
+// track's default flags.
+func LookupSubTrackRouting(code string) (SubTrackRouting, bool) {
+	r, ok := SubTrackRoutings[code]
+	return r, ok
+}

internal/services/proceeding_mapping_test.go

@@ -81,3 +81,43 @@ func TestResolveCounterclaimRouting(t *testing.T) {
 		}
 	})
 }
+
+// TestSubTrackRoutings asserts the registry shape m/paliad#58 depends
+// on: every entry's Code matches its map key, has a non-empty
+// ParentCode + DefaultFlags + bilingual notes. Drift here silently
+// breaks the spawn-as-standalone renderer (a CCR pick would 404 or
+// render an empty timeline), so we pin the contract.
+func TestSubTrackRoutings(t *testing.T) {
+	if len(SubTrackRoutings) == 0 {
+		t.Fatal("SubTrackRoutings is empty — at minimum upc.ccr.cfi must be registered")
+	}
+	for key, route := range SubTrackRoutings {
+		if route.Code != key {
+			t.Errorf("SubTrackRoutings[%q].Code = %q, want %q (key/value mismatch)", key, route.Code, key)
+		}
+		if route.ParentCode == "" {
+			t.Errorf("SubTrackRoutings[%q] has empty ParentCode", key)
+		}
+		if len(route.DefaultFlags) == 0 {
+			t.Errorf("SubTrackRoutings[%q] has no DefaultFlags — sub-track routing without flags is a no-op", key)
+		}
+		if route.NoteDE == "" || route.NoteEN == "" {
+			t.Errorf("SubTrackRoutings[%q] missing bilingual note: DE=%q EN=%q", key, route.NoteDE, route.NoteEN)
+		}
+	}
+	// CCR is the canonical entry — assert its exact shape so a future
+	// rename doesn't silently change semantics.
+	ccr, ok := LookupSubTrackRouting(CodeUPCCounterclaim)
+	if !ok {
+		t.Fatal("LookupSubTrackRouting(upc.ccr.cfi) returned ok=false; entry must be registered")
+	}
+	if ccr.ParentCode != CodeUPCInfringement {
+		t.Errorf("CCR.ParentCode = %q, want %q", ccr.ParentCode, CodeUPCInfringement)
+	}
+	if !reflect.DeepEqual(ccr.DefaultFlags, []string{"with_ccr"}) {
+		t.Errorf("CCR.DefaultFlags = %v, want [with_ccr]", ccr.DefaultFlags)
+	}
+	if _, miss := LookupSubTrackRouting(CodeUPCInfringement); miss {
+		t.Error("LookupSubTrackRouting(upc.inf.cfi) returned ok=true; non-sub-track codes must miss")
+	}
+}