mAi 46dc4ec94b
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feat(builder): B2 — multi-triplet stack + spawn nesting + per-event state (m/paliad#153)
Builds on B1 (commit 6c1d8cc). After this slice a user can compose a
multi-proceeding scenario kontextfrei: stack proceedings, flip
perspective per-triplet, toggle scenario flags, auto-spawn child
proceedings on flag transitions, and mark individual event cards as
planned / filed / skipped — all auto-saved to paliad.scenario_*.

PRD §7.1 B2 acceptance shipped:
  - Multi-triplet stack: top-level proceedings sorted by ordinal,
    child proceedings nested inline with a left lime border.
  - Per-triplet controls bar: perspective radio (none / claimant /
    defendant), Detailgrad pill (selected / all options), Entfernen
    action. Each control PATCHes the proceeding row and re-renders the
    affected triplet.
  - Per-triplet flag strip: every paliad.scenario_flag_catalog row
    rendered as a checkbox, bound to scenario_proceedings.scenario_flags.
    Active flags also surface as chips in the triplet header for quick
    legibility.
  - Spawn nesting: when `with_ccr` flips ON on upc.inf.cfi the builder
    auto-POSTs an upc.ccr.cfi child proceeding linked via
    parent_scenario_proceeding_id; flip OFF deletes the child (events
    cascade via the schema). The SPAWN_MAP table is data-driven so
    future spawn flags slot in.
  - 3-state event cards (planned / filed / skipped):
    overlayEventStates walks the rendered .fr-col-item nodes (the
    data-rule-id hook added to verfahrensablauf-core in this slice)
    and stamps each card with data-builder-state + per-state action
    buttons (File / Skip / Reset to planned). Filed cards prompt for
    a date; skipped cards prompt for an optional reason. POSTs or
    PATCHes paliad.scenario_events keyed by sequencing_rule_id.
  - Per-card optional horizon chip: stores horizon_optional on the
    scenario_event row, increment / decrement chip on every card.
    The full surface awaits a calc-engine "optionals available"
    counter (PRD §3.4 follow-up); the persistence layer + UX hook are
    in place so the wiring lands without another schema touch.
  - Page-header Stichtag drives default dates for every triplet (the
    triplet's per-stichtag override path is wired but the per-triplet
    Stichtag input is a B3+ affordance).

verfahrensablauf-core.renderColumnsBody now stamps data-rule-id (and
data-submission-code as a future hook) on every .fr-col-item root —
non-breaking enhancement; the legacy /tools/* pages don't read either
attribute. Verified by re-running the existing 57-test suite.

Backend: one new read-only endpoint
GET /api/builder/scenario-flag-catalog passes through
ScenarioFlagsService.ListCatalog so the builder doesn't need a
per-project round-trip to render flag toggles.

bun run build clean (3050 i18n keys), go vet ./... clean, go test ./...
clean, frontend bun test (verfahrensablauf-core suite) 57 / 57 pass.
2026-05-28 00:28:48 +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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