Collapses the 3 UPC appeal proceeding_types (upc.apl.merits 7 rules,
upc.apl.cost 2, upc.apl.order 7 = 16 total across 3 codes) into ONE
unified upc.apl proceeding type + a per-rule applies_to_target[]
discriminator. The verfahrensablauf picker now shows one "Berufung"
tile; after picking it, the user selects which decision the appeal is
directed AT via a 5-chip group (Endentscheidung / Kostenentscheidung /
Anordnung / Schadensbemessung / Bucheinsicht) and the engine filters
rules whose applies_to_target contains the picked slug.
m's 2026-05-26 decision: Schadensbemessung-as-appeal is a NEW first-
class target with its OWN rule set (no shared inheritance from
merits). The 5 enum values are all defined + addressable; for now
schadensbemessung and bucheinsicht return empty timelines until rules
are seeded in a follow-up slice (likely via /admin/rules or pairing
with t-paliad-193 orphan-concept-seed).
Migration 134 (additive only):
- ADD proceeding_types.appeal_target text (CHECK on 5 slugs OR NULL)
- ADD deadline_rules.applies_to_target text[] (CHECK each element
in the 5 slugs)
- INSERT the unified upc.apl row (inherits sort/color from
upc.apl.merits)
- Audit-first RAISE NOTICE pass listing every row about to be
touched + a post-migration sanity check
- Reassign rule rows: merits → applies_to_target={endentscheidung},
cost → {kostenentscheidung}, order → {anordnung}
- Archive (is_active=false, NOT DELETE) the 3 old proceeding_types
so historical FKs stay intact
- Down migration restores is_active=true on the 3 old types, points
rules back by their applies_to_target stamp, drops the unified
row, drops both columns. Safe.
Package additions (pkg/litigationplanner):
- AppealTarget* constants + AppealTargets[] ordered list +
IsValidAppealTarget(s) predicate (silent no-op on unknown slugs
so a stale frontend chip doesn't break the render)
- ProceedingType.AppealTarget *string field (top-level marker;
NULL on non-appeal proceedings)
- Rule.AppliesToTarget pq.StringArray field (per-row applies-to set)
- CalcOptions.AppealTarget string (engine filter — when set,
keeps only rules whose AppliesToTarget contains the slug)
Engine filter runs after ApplyRuleOverrides but before the rule walk
so the existing condition_expr / spawn / appellant-context machinery
operates on the filtered subset transparently.
paliad-side wiring:
- deadline_rule_service.go: ruleColumns + proceedingTypeColumns
extended to scan the new columns
- handlers/fristenrechner.go: AppealTarget JSON field on the
request payload, threaded into CalcOptions
Frontend (verfahrensablauf surface only):
- Single "Berufung" tile replaces the 3 separate Berufung tiles
- New 5-chip appeal-target row, shown only when upc.apl is picked
- URL state ?target=<slug>; default endentscheidung when none set
- APPELLANT_AXIS_PROCEEDINGS updated: upc.apl.* (3 entries) →
upc.apl (1 entry)
- i18n keys (DE + EN) for the new tile + the 5 chip labels +
the "Worauf richtet sich die Berufung?" / "Appeal against:" prompt
- calculateDeadlines threads appealTarget through to the API
Acceptance:
- go build clean, go test all green (existing test suite — no new
tests on the engine filter as a follow-up; the migration's
sanity-check DO block guards the rule-reassignment count)
- Live audit before drafting confirmed: 3 active UPC appeal
proceeding_types, 16 rules total, primary_party already conforms
to 4-value vocab on all proceeding-bound rules
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.