Lays the foundation for youpc.org's cross-repo integration: an
in-package UPC subset of paliad's deadline corpus, embedded as JSON,
that any consumer can use to run the litigationplanner engine without
DB access.
Generator (cmd/gen-upc-snapshot):
- Reads paliad's live DB (DATABASE_URL), applies pending migrations
to match schema HEAD, SELECTs the UPC subset
(proceeding_types WHERE jurisdiction='UPC' AND is_active=true,
deadline_rules WHERE lifecycle_state='published' AND is_active=true
on those proceedings, referenced trigger_events, DE+UPC holidays,
UPC courts).
- Writes pretty-printed JSON to
pkg/litigationplanner/embedded/upc/{proceeding_types, rules,
trigger_events, holidays, courts, meta}.json.
- Idempotent — same DB state → same output (modulo
meta.generated_at + auto-versioned suffix).
- Date-stamped versioning (YYYY-MM-DD-N) with same-day suffix bump.
- Operator runbook in cmd/gen-upc-snapshot/README.md.
Embedded subpackage (pkg/litigationplanner/embedded/upc/):
- embed.go — //go:embed *.json + LoadMeta()
- snapshot.go — SnapshotCatalog (full lp.Catalog impl: LoadProceeding
/ LoadProceedingByID / LoadRuleByID / LoadRuleByCode /
LoadRulesByTriggerEvent / LoadTriggerEventsByIDs / LookupEvents);
O(1) map lookups; LookupEvents linear over the < 100-row UPC corpus.
- holidays.go — SnapshotHolidayCalendar implementing lp.HolidayCalendar
(IsNonWorkingDay / Adjust* with structured AdjustmentReason).
- courts.go — SnapshotCourtRegistry implementing lp.CourtRegistry.
- Compile-time assertions (_ lp.X = (*Snapshot*)(nil)) catch
interface drift.
Wire-up for consumers:
cat, _ := upc.NewCatalog()
hc, _ := upc.NewHolidayCalendar()
cr, _ := upc.NewCourtRegistry()
timeline, _ := lp.Calculate(ctx, "upc.inf.cfi", "2026-05-26",
lp.CalcOptions{}, cat, hc, cr)
Tests (snapshot_test.go, all DB-free):
- meta parses cleanly, non-zero counts
- LoadProceeding(upc.inf.cfi) returns expected proc + rules
- LoadProceeding(unknown) returns ErrUnknownProceedingType
- LookupEvents(Jurisdiction:UPC, all-following) covers corpus
- LookupEvents(party=defendant, next) scopes anchors correctly
- engine end-to-end via lp.Calculate against the embedded snapshot
- holiday calendar (weekends, DE closures, UPC vacation block)
- court registry (empty courtID fallback, known + unknown court)
Placeholder data shipped (2 proceedings, 2 rules, 5 holidays, 2
courts) so tests run without a live DB. Operator regenerates against
prod via `make snapshot-upc` once migrations 134 (B1) and 135 (B3)
have landed on prod — see cmd/gen-upc-snapshot/README.md for the
runbook. The placeholder's meta.version is suffixed `-placeholder`
to make the regeneration delta obvious.
Makefile target:
make snapshot-upc — wraps the generator + reruns the snapshot tests
Design (§19 of docs/design-litigation-planner-2026-05-26.md):
- Embedding format: go:embed JSON (diff-friendly, no compile coupling)
- Generator entry: cmd/gen-upc-snapshot/main.go (idiomatic Go cmd path)
- Versioning: meta.json carries semver + generated_at + paliad_commit
- Regeneration: manual via Make target or `go generate`; no CI cron in v1
- Out of scope: snapshot signing, DE/EPA/DPMA snapshots, snapshot
diff tooling
Acceptance:
- go build clean, go test all green (incl. 6 new tests in
pkg/litigationplanner/embedded/upc, all DB-free)
- SnapshotCatalog passes the compile-time lp.Catalog assertion
- Generator binary builds + runs (Idempotence verified by re-running
against the same source data)
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.