31db66e3b7
F-2 from t-paliad-074 audit. The inlined visibility predicate had drifted
back into 6 hot-path SQL sites despite the central helper extracted in
t-paliad-058. Consolidating now so future visibility changes (e.g.
Chinese-wall in design v2 §8) only need one edit.
**Sites converted (6):**
- dashboard_service.go:158, 214, 244, 274
- agenda_service.go:138, 204
All six replace `$N = 'global_admin' OR EXISTS (path-walk)` with the
existing `visibilityPredicatePositional("p", 1)` helper. The helper
resolves global_admin via EXISTS on paliad.users — the role string no
longer flows through positional args, removing one foot-gun (typo'd
literal mismatched against bound role) entirely. Equivalence verified
on the live youpc DB:
tester@hlc.de (global_admin, 1 team membership):
old predicate count = 11 new predicate count = 11
standard user (no team):
old predicate count = 0 new predicate count = 0
**No new helper variant added.** The audit suggested
`visibilityPredicateLateral`, but the existing positional helper drops
into the dashboard/agenda WHERE clauses unchanged — adding a redundant
variant would be technical debt. dashboard/agenda do not use LATERAL
JOIN; they use plain WHERE EXISTS in (sub-)SELECT context, which is
already what visibilityPredicatePositional emits.
**Other 4 sites flagged by audit — left intentionally:**
- reminder_service.go:312, 325 are role-restricted (`pt.role = 'lead'`)
membership checks, NOT visibility predicates. Adding a global_admin
shortcut to the lead branch would over-include rows: every global
admin would receive every project's lead-targeted reminder, even with
the `own.escalation_contact_id` override that exists precisely to
avoid that. global_admin already has its own dedicated branch in the
query (`$3 = TRUE AND own.escalation_contact_id IS NULL` at line 328).
- deadline_service.go:422 (`assertCanAdminProject`) is role-restricted
(`pt.role IN ('admin', 'lead')`) and already short-circuits global_admin
at the Go level before the SQL runs (line 413). Both halves correct;
no change needed.
- team_service.go:162 (`IsEffectiveMember`) was dead code with no callers
in the entire repo. "Is this user a structural team member?" and
"can this user see this project?" are different questions; adding a
global_admin shortcut would have conflated them. Deleted instead.
**Test:** new TestVisibilityPredicate_DashboardAgendaForGlobalAdmin in
visibility_test.go seeds a project + deadline + appointment + activity
event with project_teams empty, then asserts a global_admin sees all
four on /dashboard and /agenda while a standard user sees none. Skips
when TEST_DATABASE_URL is unset (matching the existing live-DB tests).
**Pre-existing finding (separate concern):** the live-DB test gate is
currently blocked locally by a stale `public.paliad_schema_migrations`
(version=2, dirty=t) left over from before the schema-pinned tracker
landed. Authoritative `paliad.paliad_schema_migrations` is at version
27, dirty=f. Out of scope for this task; should be filed as cleanup.
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: mAi/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/migrations/_dev/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.