Per the design at docs/design-submission-generator-v2-2026-05-26.md §8
and the Q2 / Q9 ratifications:
- Q2 (m, 2026-05-26): building blocks are plain text paste sources.
No building_block_id reference is stored on submission_sections.
- Q9 (m, 2026-05-26): four visibility tiers — private / team / firm
/ global.
Schema (mig 149):
- paliad.submission_building_blocks — library catalog. Columns: slug,
firm (NULL = cross-firm), section_key (binds to one section kind),
proceeding_family (NULL = any), title_de/_en + description_de/_en
+ content_md_de/_en, author_id, visibility (CHECK in 4-tier set),
is_published, created_at, updated_at, deleted_at (soft delete).
RLS: coarse-grained SELECT — every authenticated user sees
non-deleted non-private rows + own private rows. Tier-specific
predicate (private/team/firm/global) applied in Go-layer service so
semantics evolve without RLS migrations. Mutations admin-only (no
RLS write paths).
- paliad.submission_building_block_admin_versions — append-only
history per block, retention=20. Admin-side only; NOT referenced
from submission_sections (per Q2's plain-text-paste model). Exists
so accidental delete / overwrite are recoverable.
Backend:
- internal/services/submission_building_block_service.go (~510 LoC):
BuildingBlockService. ListVisible applies tier predicate at query
time (private = author_id match; firm = firm column NULL OR matches
branding.Name; team = author shares a project_team with caller via
paliad.project_teams self-join; global = open). ListAllForAdmin
drops the predicate. Create + Update + SoftDelete + RestoreVersion
all transactional; appendVersionTx writes one audit row +
GC-deletes anything past the retention=20 horizon in the same tx.
InsertIntoSection (the paste mechanic) clones content_md_<lang>
into the section row with a "\n\n" separator if section already has
content. NO building_block_id stamped per Q2.
- internal/handlers/submission_building_blocks.go (~480 LoC): nine
handlers split between the lawyer-facing picker (list, insert) and
the admin editor (list, get, create, update, delete, list-versions,
restore-version, page). buildingBlockUpdateInput uses presence-
tracking UnmarshalJSON for the four nullable fields (firm,
proceeding_family, description_de/_en) so PATCH can distinguish
"no change" from "set to null".
- Routes registered: lawyer-facing under /api/submission-building-blocks,
admin-gated under /api/admin/submission-building-blocks/* and
/admin/submission-building-blocks (page).
- Wiring: handlers.Services + dbServices + cmd/server/main.go all
gain SubmissionBuildingBlock. NewBuildingBlockService takes the
branding.Name firm hint for the visibility predicate.
Frontend:
- frontend/src/admin-submission-building-blocks.tsx (~85 LoC):
three-pane admin shell (list / editor / version log) registered
in build.ts.
- frontend/src/client/admin-submission-building-blocks.ts (~370
LoC): admin client — list paint, edit form (slug + firm +
section_key + proceeding_family + title/desc/content per lang +
visibility radio + is_published toggle), per-block version log
with restore button. Bilingual labels.
- frontend/src/client/submission-draft.ts: per-section "+ Baustein"
button on the Composer editor toolbar (Slice B substrate gets one
more affordance). openBlockPicker opens a modal filtered to the
section's section_key, 200ms-debounced search by free text against
title/description/content. Click a hit → POST insert-into-section
→ section row's content_md_<lang> gains the block's content
appended at the end (Q2's plain-text paste semantic, no lineage).
- ~240 LoC of CSS: modal overlay + picker rows with tier-colored
visibility chips + admin editor 3-pane grid + form rows + version
list.
- 12 new i18n keys × 2 langs (admin.building_blocks.*).
Tests:
- TestValidVisibility (8 cases including case-sensitivity + empty).
- TestAppendBlockContent (8 cases covering empty-existing / empty-
addition / whitespace-only / trailing newline collapse).
- TestBuildingBlockVisibilityConstants pins the 4 string literals
against drift (RLS predicate + DB CHECK depend on them).
Build hygiene: go build/vet/test -short clean; bun run build clean
(2906 i18n keys, data-i18n scan clean).
Hard rules per ratifications honoured:
- Q2: no building_block_id lineage on sections (paste is plain text).
- Q9: 4 visibility tiers (private/team/firm/global).
- NO behavior change for pre-Composer drafts (the picker just doesn't
show — section list is hidden for base_id NULL drafts).
- {{rule.X}} aliases preserved (block content goes through the same
v1 placeholder pass on export as section prose).
NOT in scope per Slice C brief:
- User-authored private blocks (Slice C ships admin curation only;
any-user create is a follow-up).
- Tier promotion review workflow (admin sets tier directly today).
- Per-section "where is this block used" reverse lookup (no lineage
to query).
- Slice D's rich-prose features (headings, lists, blockquote) still
Slice D's job; this Slice doesn't extend the MD walker.
t-paliad-315 Slice C
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),sqlxfor DB access - Migrations:
golang-migrate/migrate/v4with SQL files embedded viaembed.FS; applied at server startup before the HTTP listener binds - Database: youpc Supabase Postgres,
paliadschema. Office-scoped RLS (paliad.can_see_akte(akte_id)) — seedocs/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_Zzyoon 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 A–G, 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.