mAi c1781c9a89 feat(generation): t-paliad-364 styled+filled submissions — project-less caption fill (P3b) + merge-safe styled firm-skeleton generator (P3a Option B)
P3(b) fill-what-we-can (submission_vars.go):
The project-less branch of SubmissionVarsService.Build ran only firm/today/
user/proceduralEvent resolvers, so caption.*/project.proceeding.* never
populated and every Rubrum value rendered [KEIN WERT]. The rule is already
loaded on this path and carries ProceedingTypeID. Now the branch loads the
proceeding type via loadProceedingType(rule.ProceedingTypeID) (tolerates a nil
id) and appends a proceeding-only projectResolver{project:nil} + a
captionResolver{project:nil} — both nil-project safe. Result: caption heading /
designations / versus / subject + the proceeding line fill from the
submission_code's proceeding; only party names / case number / court stay blank
for the lawyer. Preserves the "Ohne Projekt" affordance (t-paliad-243).

addProjectVars is now nil-project safe (guards the project.* direct fields,
keeps the pt-driven project.proceeding.* block) so projectResolver can serve as
the proceeding-only resolver. Pinned by TestProjectlessFill_* +
TestAddProjectVars_NilProjectFillsProceedingOnly (no DB).

P3(a) styling — merge-safe styled firm-skeleton (scripts/gen-hl-skeleton-template):
Generation landed on docx.BuildFallbackSkeleton (generic Heading1/2/Normal)
because the firm-skeleton's body had been repurposed into an anchors-only
Composer base, which HasMergePlaceholders rejects. Rewrote the generator to take
the deployed clean .docx carrier and replace ONLY word/document.xml with a clean
caption-driven Rubrum that uses the firm Rubrum styles (Table-Recitals-Party/
PartyDetails/PartyRoles/Sequencers, Heading-H2, Signature, Body-B0) and the same
{{key}}/{{caption.*}} placeholders the in-process fallback uses — preserving the
carrier's styles/theme/numbering/letterhead/logo and its sectPr verbatim. Adds a
-lang flag (DE _firm-skeleton.docx, EN _skeleton.en.docx) and auto-detects the
firm style prefix (HLpat-/HLCpat-) so it stays correct across the .dotm rebrand
drift. The resolver's tier-4/tier-3 merge-safe guard auto-prefers the restored
templates — no handler change.

Dry-run (TEST_DATABASE_URL, de.inf.lg.erwidg): project-less render fills caption
heading="In dem Rechtsstreit"/Klägerin/gegen/Beklagte/Patentverletzung + the
proceeding line, only party/case/court blank; full-project render additionally
fills parties + case number + court. Both carry the HLpat-Table-Recitals-* /
HLpat-Heading-H2 / HLpat-Signature styles, HasMergePlaceholders=true, no
{{#section}} junk.
2026-06-01 16:14:28 +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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