mAi 045accc6d9 mAi: #89 - deadline rule field binary Auto/Custom + canonical rule-label display
t-paliad-258. m's verdict on t-paliad-251's rule UI: "too many options"
(4 'Oral hearings' across courts, etc.). Replace the full deadline_rules
catalog dropdown + sort selector with a binary model and unify the rule
display contract across every surface that prints a rule label.

Binary Rule field on the deadline form
- Auto (default): rule_id is derived from the chosen Type. The resolved
  rule renders read-only as 'Auto | <Name · Citation>' next to the
  field. No catalog picker, no sort options.
- Custom: free-text input. Stored as deadlines.custom_rule_text (new
  nullable column, migration 122). Mutually exclusive with rule_id at
  the persistence boundary.
- Toggle link flips between modes. Re-toggling to Auto re-resolves from
  the current Type — no stale state.

Schema + service (additive)
- migration 122 adds paliad.deadlines.custom_rule_text (nullable).
  Existing rows: empty custom_rule_text + non-null rule_id = Auto-
  equivalent. Both NULL = "keine Regel" (consistent with today).
- models.Deadline.CustomRuleText + service SELECTs include the column.
- CreateDeadlineInput accepts custom_rule_text; the service drops it
  when rule_id is set (catalog wins; simple invariant at the boundary).
- UpdateDeadlineInput grows a {RuleSet, RuleID, CustomRuleText} triple.
  RuleSet=true is the discriminator so absent fields don't overwrite
  the row (PATCH semantics). RuleID and CustomRuleText are mutually
  exclusive in one request; service rejects "both set".
- EventListItem (the /api/events union) carries CustomRuleText so list
  surfaces can render it.

Frontend: deadlines-new
- Drop the rule <select>, the by_proceeding/by_court/alpha sort
  dropdown, the override-warning slot, and the collapsed-by-Regel Typ
  view. Strip the (Rule→Type) auto-fill machinery — direction is now
  one-way (Type → Auto-resolved Rule).
- Keep Type→Rule resolution: resolveAutoRuleForType picks the canonical
  rule by project's proceeding, then jurisdiction match, then first
  candidate. Same logic, just re-aimed at the read-only display.
- Standardtitel preserves the chain (event type → Auto rule label →
  Custom text → proceeding → fallback) so the recipe still produces a
  sensible title even when Custom is used.

Frontend: deadlines-detail
- Read-only display: catalog rule → Name · Citation, else
  custom_rule_text + Custom badge, else legacy rule_code, else "—".
- Edit mode: mirror the create form with the Auto/Custom toggle.
  enterEdit initialises the mode from the persisted deadline; Save
  PATCHes with rule_set:true + the chosen rule pointer.

Rule-label addendum (m's 14:31 follow-up)
- Canonical contract everywhere: Name primary, Citation muted secondary
  ("Notice of Appeal · UPC.RoP.220.1"). Custom rules render the text
  with a "Custom" pill.
- New frontend/src/client/rule-label.ts exports formatRuleLabel /
  formatRuleLabelHTML / formatCustomRuleLabelHTML — one helper per
  shape (plain text vs muted-citation HTML).
- Wired into: deadlines-new Auto display, deadlines-detail read +
  Standardtitel, events.ts ruleDisplay (REGEL column on /events),
  projects-detail.ts Fristen table, views/shape-list.ts generic
  rule column.
- Verfahrensablauf (views/verfahrensablauf-core.ts) already renders
  name + citation chip separately and matches the canonical pattern;
  no change needed. Schriftsätze table is column-shaped (name + code
  in distinct columns) and out of scope per the addendum.

CSS
- New .rule-mode-auto / .rule-mode-custom / .rule-label-* family.
- Drop the dead .rule-sort-select rule and the .event-type-collapsed*
  family (retired with the catalog dropdown).

i18n
- DE+EN. Remove 10 stale keys (rule.none, autofill, autofill_inline,
  mismatch, override, override_warn, sort.*). Add 6 (auto_no_match,
  auto_pick_type, custom_badge, custom_placeholder,
  mode.toggle_to_auto, mode.toggle_to_custom).

Build hygiene
- go build + go test ./internal/... clean.
- frontend bun build clean (2803 keys, scan clean).

Out of scope (per issue)
- Promoting Custom entries back to the catalog ("save as new rule").
- Filtering/searching custom_rule_text in deadline lists.
- Touching the event-type browse modal (Part 1 of #82 — that stays).

Files
- internal/db/migrations/122_deadlines_custom_rule_text.{up,down}.sql
- internal/models/models.go
- internal/services/deadline_service.go (Create+Update+SELECT)
- internal/services/event_service.go (union projection)
- frontend/src/client/rule-label.ts (new helper)
- frontend/src/client/deadlines-new.ts (rewrite)
- frontend/src/client/deadlines-detail.ts (Auto/Custom editor + display)
- frontend/src/client/events.ts (REGEL column)
- frontend/src/client/projects-detail.ts (Fristen table cell)
- frontend/src/client/views/shape-list.ts (generic rule column)
- frontend/src/client/i18n.ts + i18n-keys.ts (DE+EN delta)
- frontend/src/deadlines-new.tsx (strip dropdown+sort, add toggle)
- frontend/src/deadlines-detail.tsx (Auto/Custom edit slots)
- frontend/src/styles/global.css (rule-mode + rule-label families)
2026-05-25 14:54:51 +02:00

paliad

Paliad — all-in-one patent practice platform for HLC (formerly Hogan Lovells). Knowledge tools and Aktenverwaltung behind one sidebar.

  • Aktenverwaltung: Akten (matters), Fristen (deadlines), Termine (appointments) with CalDAV sync, Parteien, Dashboard. Office-scoped visibility with explicit collaborators.
  • Knowledge tools: Prozesskostenrechner (DE / UPC / EPA), Fristenrechner, Gebührentabellen, Patentglossar, Gerichtsverzeichnis, Checklisten, Link Hub, Downloads.

Domain: paliad.de (legacy: patholo.de, patholo.msbls.de). Repo: m/paliad on mgit.msbls.de.

Stack

  • Frontend: Bun + custom JSX/TSX renderer (no React), per-page client TS bundles, HTML-first forms
  • Backend: Go (net/http), sqlx for DB access
  • Migrations: golang-migrate/migrate/v4 with SQL files embedded via embed.FS; applied at server startup before the HTTP listener binds
  • Database: youpc Supabase Postgres, paliad schema. Office-scoped RLS (paliad.can_see_akte(akte_id)) — see docs/design-kanzlai-integration.md §2
  • Auth: Supabase password (cookie session, @hoganlovells.com / @hlc.* email gate)
  • CalDAV: hand-rolled iCal + minimal WebDAV client in internal/services/caldav_*.go; AES-GCM at rest for stored passwords
  • Hosting: Dokploy compose Zx147ycurfYagKRl_Zzyo on mlake

Database migrations

Migrations live in internal/db/migrations/ as NNN_description.up.sql + .down.sql pairs. They are embedded into the Go binary via embed.FS and applied automatically at server startup (before the HTTP listener binds) when DATABASE_URL is set.

The migration tracker is paliad.paliad_schema_migrations (not the default public.schema_migrations). This avoids a collision with other apps on the shared youpc Supabase instance — see the memory episode "paliad migration bootstrap collision with shared Postgres" for the incident that drove the change.

Current migrations (as of April 2026):

001_paliad_schema        schema + extensions
002_users                paliad.users (office, role, practice_group)
003_reference_tables     proceeding_types, deadline_rules, holidays
004_akten                paliad.akten with visibility columns
005_akten_children       parteien, fristen, termine, dokumente, akten_events, notizen
006_visibility           paliad.can_see_akte() function
007_rls_policies         RLS on every paliad table
008_seed_proceeding_types
009_seed_deadline_rules  32 UPC + 4 ZPO rules
010_seed_holidays        DE federal + UPC judicial vacations
011_feedback_tables      link_suggestions, checklisten_feedback, gerichte_feedback
012_fristenrechner_rules DB-backed rule set for /tools/fristenrechner
013_user_caldav_config   per-user CalDAV (encrypted) + sync log
014_checklist_instances  persisted checklist instances linkable to Akten

Add a new migration:

internal/db/migrations/015_<description>.up.sql
internal/db/migrations/015_<description>.down.sql

The down file is required and must reverse the up cleanly (verified by adding a one-off down test before merge).

To run migrations against a local Postgres:

docker run -d --name paliad-pg -e POSTGRES_PASSWORD=test -p 5432:5432 postgres:16-alpine
# bootstrap a mock auth schema (auth.users + auth.uid()) — required because
# the migrations reference Supabase-provided objects:
psql postgres://postgres:test@localhost:5432/postgres -f internal/db/devtools/mock_supabase_auth.sql
DATABASE_URL='postgres://postgres:test@localhost:5432/postgres?sslmode=disable' \
SUPABASE_URL=stub SUPABASE_ANON_KEY=stub \
go run ./cmd/server

Environment

Variable Required Purpose
PORT no (default 8080) HTTP listen port
SUPABASE_URL yes Supabase project URL (auth)
SUPABASE_ANON_KEY yes Supabase anon key (auth)
DATABASE_URL for Aktenverwaltung Direct Postgres conn for migrations + Akten/Fristen/Termine services. Knowledge-platform endpoints (Kostenrechner, Glossar, Links, Gebührentabellen, Checklisten, Gerichte, Downloads) don't use the pool and work without it. Aktenverwaltung endpoints return 503 if unset.
CALDAV_ENCRYPTION_KEY for CalDAV sync 32-byte AES-256 key, base64-encoded. Encrypts CalDAV passwords at rest (AES-GCM). Server fails fast on malformed key; if unset, CalDAV is silently disabled (/api/caldav-config returns 501). Generate with openssl rand -base64 32.
GITEA_TOKEN optional Gitea API token for the private file proxy (Downloads)
ANTHROPIC_API_KEY not used today Reserved for Phase H (AI Frist-Extraktion). Currently deferred — do not set.

Development

make build       # compile backend + frontend
make test        # run Go tests + frontend tests
go build ./...   # backend only
go vet ./...     # static checks
go test ./...    # Go tests
bun run build    # frontend only (produces frontend/dist/)

Project layout:

cmd/server/           # main entry point
internal/db/          # sqlx pool + embedded migrations
internal/services/    # AkteService, FristService, TerminService, CalDAV, ...
internal/handlers/    # HTTP handlers (pages + API)
internal/calc/        # Kostenrechner / Fristenrechner logic
frontend/             # Bun + TSX source; static HTML output to frontend/dist/
docs/                 # design docs + this roadmap

Deploy

Push to main → Gitea webhook → Dokploy auto-deploy on mlake.

Project status (April 2026)

Phases AG, I and J of the KanzlAI integration are shipped: schema, services, Akten, Fristen, Termine + CalDAV, Dashboard, Notizen service + UI (commit 5a9f8e5, 2026-04-17), and instanceable Checklisten (migration 014). Phase H (AI Frist extraction) is deferred pending a reversal of the "no Anthropic API" decision; the Dokumente tab on Akten detail is hidden until that lands. KanzlAI infra retirement (Dokploy shutdown, kanzlai schema drop, Gitea archive) is still pending.

See docs/feature-roadmap.md for the full backlog and docs/design-kanzlai-integration.md for the integration design.

Description
patholo.de — Patent knowledge sharing platform for HL colleagues
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