Merge pull request #127 from valueonag/int

Int

modules/datamodels/datamodelUam.py

@@ -197,7 +197,6 @@ class UserConnection(PowerOnModel):
         json_schema_extra={"frontend_type": "list", "frontend_readonly": True, "frontend_required": False, "label": "Gewährte Berechtigungen"},
     )
     
-    @computed_field
     @computed_field
     @property
     def connectionReference(self) -> str:

modules/interfaces/interfaceDbBilling.py

@@ -1542,6 +1542,28 @@ class BillingObjects:
             if not accountIds:
                 return PaginatedResult(items=[], totalItems=0, totalPages=0)
 
+            # Extract free-text search term and run a custom query that covers
+            # enriched columns (mandateName, userName) and the numeric amount
+            # column. The generic SQL search only covers TEXT columns of the
+            # BillingTransaction table, which excludes these fields.
+            searchTerm: Optional[str] = None
+            if mappedPagination and mappedPagination.filters:
+                raw = mappedPagination.filters.get("search")
+                if isinstance(raw, str) and raw.strip():
+                    searchTerm = raw.strip()
+
+            if searchTerm:
+                searchResult = self._searchTransactionsPaginated(
+                    allAccounts=allAccounts,
+                    accountIds=accountIds,
+                    userId=userId,
+                    searchTerm=searchTerm,
+                    pagination=mappedPagination,
+                )
+                pageItems = searchResult["items"]
+                totalItems = searchResult["totalItems"]
+                totalPages = searchResult["totalPages"]
+            else:
                 recordFilter: Dict[str, Any] = {"accountId": accountIds}
                 if userId:
                     recordFilter["createdByUserId"] = userId
@@ -1552,6 +1574,8 @@ class BillingObjects:
                     recordFilter=recordFilter,
                 )
                 pageItems = result.get("items", []) if isinstance(result, dict) else result.items
+                totalItems = result.get("totalItems", 0) if isinstance(result, dict) else result.totalItems
+                totalPages = result.get("totalPages", 0) if isinstance(result, dict) else result.totalPages
 
             accountMap = {a.get("id"): a for a in allAccounts}
 
@@ -1594,15 +1618,186 @@ class BillingObjects:
                 row["userName"] = userMap.get(txUserId, txUserId) if txUserId else None
                 enriched.append(row)
 
-            totalItems = result.get("totalItems", 0) if isinstance(result, dict) else result.totalItems
-            totalPages = result.get("totalPages", 0) if isinstance(result, dict) else result.totalPages
-
             return PaginatedResult(items=enriched, totalItems=totalItems, totalPages=totalPages)
 
         except Exception as e:
             logger.error(f"Error in getTransactionsForMandatesPaginated: {e}")
             return PaginatedResult(items=[], totalItems=0, totalPages=0)
 
+    def _searchTransactionsPaginated(
+        self,
+        allAccounts: List[Dict[str, Any]],
+        accountIds: List[str],
+        userId: Optional[str],
+        searchTerm: str,
+        pagination: PaginationParams,
+    ) -> Dict[str, Any]:
+        """
+        Custom paginated search for BillingTransaction that also covers the
+        enriched columns `mandateName` and `userName` as well as the numeric
+        `amount` column. Resolves matching mandate/user IDs via the app DB
+        first, then builds a single SQL query with OR-combined conditions.
+        """
+        import math
+        from modules.connectors.connectorDbPostgre import _get_model_fields, _parseRecordFields
+        from modules.datamodels.datamodelUam import UserInDB
+        from modules.interfaces.interfaceDbApp import getInterface as getAppInterface
+
+        table = BillingTransaction.__name__
+        fields = _get_model_fields(BillingTransaction)
+        pattern = f"%{searchTerm}%"
+
+        # Resolve matching user / mandate IDs via the app DB (which is separate
+        # from the billing DB and hosts UserInDB / Mandate tables).
+        matchingUserIds: List[str] = []
+        matchingMandateIds: List[str] = []
+        try:
+            appInterface = getAppInterface(self.currentUser)
+            appInterface.db._ensure_connection()
+            with appInterface.db.connection.cursor() as cur:
+                if appInterface.db._ensureTableExists(UserInDB):
+                    cur.execute(
+                        'SELECT "id" FROM "UserInDB" WHERE '
+                        'COALESCE("username", \'\') ILIKE %s OR '
+                        'COALESCE("fullName", \'\') ILIKE %s OR '
+                        'COALESCE("email", \'\') ILIKE %s',
+                        (pattern, pattern, pattern),
+                    )
+                    matchingUserIds = [r["id"] for r in cur.fetchall() if r.get("id")]
+
+                if appInterface.db._ensureTableExists(Mandate):
+                    cur.execute(
+                        'SELECT "id" FROM "Mandate" WHERE '
+                        'COALESCE("label", \'\') ILIKE %s OR '
+                        'COALESCE("name", \'\') ILIKE %s',
+                        (pattern, pattern),
+                    )
+                    matchingMandateIds = [r["id"] for r in cur.fetchall() if r.get("id")]
+        except Exception as e:
+            logger.warning(f"_searchTransactionsPaginated: user/mandate resolution failed: {e}")
+
+        matchingAccountIds = [
+            a.get("id") for a in allAccounts
+            if a.get("id") and a.get("mandateId") in set(matchingMandateIds)
+        ]
+
+        # Try to interpret the search term as a number for amount matching.
+        amountVal: Optional[float] = None
+        try:
+            amountVal = float(searchTerm.replace(",", "."))
+        except Exception:
+            amountVal = None
+
+        whereParts: List[str] = ['"accountId" = ANY(%s)']
+        whereValues: List[Any] = [accountIds]
+        if userId:
+            whereParts.append('"createdByUserId" = %s')
+            whereValues.append(userId)
+
+        # Apply non-search filters from pagination (reuse existing builder for
+        # everything except the `search` key which we handle explicitly).
+        import copy
+        paginationWithoutSearch = copy.deepcopy(pagination) if pagination else None
+        if paginationWithoutSearch and paginationWithoutSearch.filters:
+            paginationWithoutSearch.filters = {
+                k: v for k, v in paginationWithoutSearch.filters.items() if k != "search"
+            }
+
+        orParts: List[str] = []
+        orValues: List[Any] = []
+
+        textCols = [c for c, t in fields.items() if t == "TEXT"]
+        for col in textCols:
+            orParts.append(f'COALESCE("{col}"::TEXT, \'\') ILIKE %s')
+            orValues.append(pattern)
+
+        if matchingUserIds:
+            orParts.append('"createdByUserId" = ANY(%s)')
+            orValues.append(matchingUserIds)
+        if matchingAccountIds:
+            orParts.append('"accountId" = ANY(%s)')
+            orValues.append(matchingAccountIds)
+
+        orParts.append('"amount"::TEXT ILIKE %s')
+        orValues.append(pattern)
+        if amountVal is not None:
+            orParts.append('"amount" = %s')
+            orValues.append(amountVal)
+
+        whereParts.append(f"({' OR '.join(orParts)})")
+        whereValues.extend(orValues)
+
+        # Apply remaining structured filters via the generic helper by feeding
+        # it a dummy pagination that does NOT include LIMIT/OFFSET. We only
+        # need the WHERE contribution for the non-search filters here.
+        extraWhere = ""
+        extraValues: List[Any] = []
+        if paginationWithoutSearch and paginationWithoutSearch.filters:
+            try:
+                fromPagination = copy.deepcopy(paginationWithoutSearch)
+                fromPagination.sort = []
+                fromPagination.page = 1
+                fromPagination.pageSize = 1
+                ew, _, _, values, _ = self.db._buildPaginationClauses(
+                    BillingTransaction, fromPagination, recordFilter=None
+                )
+                if ew:
+                    extraWhere = ew.replace(" WHERE ", " AND ", 1)
+                    extraValues = list(values)
+            except Exception as e:
+                logger.warning(f"_searchTransactionsPaginated: extra-filter build failed: {e}")
+
+        whereClause = " WHERE " + " AND ".join(whereParts) + extraWhere
+        whereValues.extend(extraValues)
+
+        # Build ORDER BY from pagination.sort
+        validColumns = set(fields.keys())
+        orderParts: List[str] = []
+        if pagination and pagination.sort:
+            for sf in pagination.sort:
+                sfField = sf.get("field") if isinstance(sf, dict) else getattr(sf, "field", None)
+                sfDir = sf.get("direction", "asc") if isinstance(sf, dict) else getattr(sf, "direction", "asc")
+                if sfField and sfField in validColumns:
+                    direction = "DESC" if str(sfDir).lower() == "desc" else "ASC"
+                    colType = fields.get(sfField, "TEXT")
+                    if colType == "BOOLEAN":
+                        orderParts.append(f'COALESCE("{sfField}", FALSE) {direction}')
+                    else:
+                        orderParts.append(f'"{sfField}" {direction} NULLS LAST')
+        if not orderParts:
+            orderParts.append('"id"')
+        orderClause = " ORDER BY " + ", ".join(orderParts)
+
+        pageSize = pagination.pageSize if pagination else 50
+        page = pagination.page if pagination else 1
+        offset = (page - 1) * pageSize
+        limitClause = f" LIMIT {pageSize} OFFSET {offset}"
+
+        try:
+            self.db._ensure_connection()
+            with self.db.connection.cursor() as cur:
+                countSql = f'SELECT COUNT(*) FROM "{table}"{whereClause}'
+                cur.execute(countSql, whereValues)
+                totalItems = cur.fetchone()["count"]
+
+                dataSql = f'SELECT * FROM "{table}"{whereClause}{orderClause}{limitClause}'
+                cur.execute(dataSql, whereValues)
+                records = [dict(row) for row in cur.fetchall()]
+
+            for rec in records:
+                _parseRecordFields(rec, fields, f"search table {table}")
+
+            totalPages = math.ceil(totalItems / pageSize) if totalItems > 0 else 0
+            return {"items": records, "totalItems": totalItems, "totalPages": totalPages}
+
+        except Exception as e:
+            logger.error(f"_searchTransactionsPaginated SQL error: {e}", exc_info=True)
+            try:
+                self.db.connection.rollback()
+            except Exception:
+                pass
+            return {"items": [], "totalItems": 0, "totalPages": 0}
+
     def _buildScopeFilter(
         self,
         mandateIds: Optional[List[str]],

modules/interfaces/interfaceDbManagement.py

@@ -1091,12 +1091,15 @@ class ComponentObjects:
                 return newfileName
             counter += 1
 
-    def createFile(self, name: str, mimeType: str, content: bytes) -> FileItem:
+    def createFile(self, name: str, mimeType: str, content: bytes, folderId: Optional[str] = None) -> FileItem:
         """Creates a new file entry if user has permission. Computes fileHash and fileSize from content.
 
         Duplicate check: if a file with the same user + fileHash + fileName already exists,
         the existing file is returned instead of creating a new one.
         Same hash with different name is allowed (intentional copy by user).
+
+        Args:
+            folderId: Optional parent folder ID. None/empty means the root folder.
         """
         if not self.checkRbacPermission(FileItem, "create"):
             raise PermissionError("No permission to create files")
@@ -1124,6 +1127,11 @@ class ComponentObjects:
         else:
             scope = "personal"
 
+        # Normalize folderId: treat empty string as "no folder" (= root) – NULL in DB
+        normalizedFolderId: Optional[str] = folderId
+        if isinstance(normalizedFolderId, str) and not normalizedFolderId.strip():
+            normalizedFolderId = None
+
         fileItem = FileItem(
             mandateId=mandateId,
             featureInstanceId=featureInstanceId,
@@ -1132,7 +1140,7 @@ class ComponentObjects:
             mimeType=mimeType,
             fileSize=fileSize,
             fileHash=fileHash,
-            folderId="",
+            folderId=normalizedFolderId,
         )
         
         # Store in database
@@ -1846,14 +1854,18 @@ class ComponentObjects:
             logger.error(f"Error getting file content: {str(e)}")
             return None
 
-    def saveUploadedFile(self, fileContent: bytes, fileName: str) -> tuple[FileItem, str]:
+    def saveUploadedFile(self, fileContent: bytes, fileName: str, folderId: Optional[str] = None) -> tuple[FileItem, str]:
-        """Saves an uploaded file if user has permission."""
+        """Saves an uploaded file if user has permission.
+
+        Args:
+            folderId: Optional parent folder ID. None means root folder.
+        """
         try:
             # Check file creation permission
             if not self.checkRbacPermission(FileItem, "create"):
                 raise PermissionError("No permission to upload files")
 
-            logger.debug(f"Starting upload process for file: {fileName}")
+            logger.debug(f"Starting upload process for file: {fileName} (folderId={folderId!r})")
 
             if not isinstance(fileContent, bytes):
                 logger.error(f"Invalid fileContent type: {type(fileContent)}")
@@ -1878,7 +1890,8 @@ class ComponentObjects:
             fileItem = self.createFile(
                 name=fileName,
                 mimeType=mimeType,
-                content=fileContent
+                content=fileContent,
+                folderId=folderId,
             )
 
             # Save binary data

modules/interfaces/interfaceRbac.py

@@ -393,6 +393,13 @@ def getRecordsetPaginatedWithRBAC(
                     continue
                 if key not in validColumns:
                     continue
+                if val is None:
+                    # val=None in pagination.filters means "match empty/null"
+                    # (same convention as connectorDbPostgre._buildPaginationClauses).
+                    # Covers both historical empty-string values and true NULLs
+                    # e.g. root-folder files where folderId may be "" or NULL.
+                    whereConditions.append(f'("{key}" IS NULL OR "{key}"::TEXT = \'\')')
+                    continue
                 if isinstance(val, dict):
                     op = val.get("operator", "equals")
                     v = val.get("value", "")
@@ -569,6 +576,13 @@ def getDistinctColumnValuesWithRBAC(
                     continue
                 if key not in validColumns:
                     continue
+                if val is None:
+                    # val=None in pagination.filters means "match empty/null"
+                    # (same convention as connectorDbPostgre._buildPaginationClauses).
+                    # Covers both historical empty-string values and true NULLs
+                    # e.g. root-folder files where folderId may be "" or NULL.
+                    whereConditions.append(f'("{key}" IS NULL OR "{key}"::TEXT = \'\')')
+                    continue
                 if isinstance(val, dict):
                     op = val.get("operator", "equals")
                     v = val.get("value", "")

modules/routes/routeDataConnections.py

@@ -427,13 +427,53 @@ def update_connection(
                 detail=routeApiMsg("Connection not found")
             )
         
-        # Update connection fields
+        # Merge incoming changes into a dict and re-validate via pydantic.
+        # Direct setattr() bypasses type coercion (PowerOnModel doesn't enable
+        # validate_assignment), which leaves enum fields as raw strings and
+        # later breaks .value access. Also filters out computed / unknown keys.
+        writableFields = set(UserConnection.model_fields.keys())
+        previous = connection.model_dump()
+        merged = dict(previous)
         for field, value in connection_data.items():
-            if hasattr(connection, field):
+            if field in writableFields:
-                setattr(connection, field, value)
+                merged[field] = value
+        merged["lastChecked"] = getUtcTimestamp()
+        connection = UserConnection.model_validate(merged)
 
-        # Update lastChecked timestamp using UTC timestamp
+        # If this is a remote (non-local) connection and any identity-bearing
-        connection.lastChecked = getUtcTimestamp()
+        # field changed, the stored OAuth tokens no longer match the account.
+        # Force the user to reconnect: mark PENDING and revoke existing tokens.
+        identityFields = ("externalUsername", "externalEmail", "externalId", "authority")
+        authorityValue = (
+            connection.authority.value
+            if hasattr(connection.authority, "value")
+            else str(connection.authority)
+        )
+        isRemote = authorityValue != AuthAuthority.LOCAL.value
+        identityChanged = any(
+            previous.get(field) != merged.get(field) for field in identityFields
+        )
+        if isRemote and identityChanged:
+            connection.status = ConnectionStatus.PENDING
+            connection.expiresAt = None
+            try:
+                existingTokens = interface.db.getRecordset(
+                    Token, recordFilter={"connectionId": connectionId}
+                )
+                for token in existingTokens:
+                    interface.revokeTokenById(
+                        token["id"],
+                        revokedBy=currentUser.id,
+                        reason="connection identity changed",
+                    )
+                logger.info(
+                    f"Revoked {len(existingTokens)} token(s) for connection "
+                    f"{connectionId} after identity change; reconnect required."
+                )
+            except Exception as e:
+                logger.warning(
+                    f"Failed to revoke tokens for connection {connectionId}: {str(e)}"
+                )
 
         # Update connection - models now handle timestamp serialization automatically
         interface.db.recordModify(UserConnection, connectionId, connection.model_dump())

modules/routes/routeDataFiles.py

@@ -243,7 +243,15 @@ def get_files(
 
         recordFilter = None
         if paginationParams and paginationParams.filters and "folderId" in paginationParams.filters:
-            fVal = paginationParams.filters.pop("folderId")
+            fVal = paginationParams.filters.get("folderId")
+            # For a concrete folderId we use recordFilter (exact equality).
+            # For null / empty (= "root") we keep it in pagination.filters so the
+            # connector applies `IS NULL OR = ''` – files predating the folderId
+            # fix were stored with an empty string instead of NULL.
+            if fVal is None or (isinstance(fVal, str) and fVal.strip() == ""):
+                paginationParams.filters["folderId"] = None
+            else:
+                paginationParams.filters.pop("folderId")
                 recordFilter = {"folderId": fVal}
 
         result = managementInterface.getAllFiles(pagination=paginationParams, recordFilter=recordFilter)
@@ -282,13 +290,19 @@ async def upload_file(
     file: UploadFile = File(...),
     workflowId: Optional[str] = Form(None),
     featureInstanceId: Optional[str] = Form(None),
-    currentUser: User = Depends(getCurrentUser)
+    folderId: Optional[str] = Form(None),
+    currentUser: User = Depends(getCurrentUser),
+    context: RequestContext = Depends(getRequestContext),
 ) -> JSONResponse:
     # Add fileName property to UploadFile for consistency with backend model
     file.fileName = file.filename
     """Upload a file"""
     try:
-        managementInterface = interfaceDbManagement.getInterface(currentUser)
+        managementInterface = interfaceDbManagement.getInterface(
+            currentUser,
+            mandateId=str(context.mandateId) if context.mandateId else None,
+            featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+        )
         
         # Read file
         fileContent = await file.read()
@@ -301,13 +315,30 @@ async def upload_file(
                 detail=f"File too large. Maximum size: {interfaceDbManagement.APP_CONFIG.get('File_Management_MAX_UPLOAD_SIZE_MB')}MB"
             )
         
+        # Normalize folderId: empty string / "null" / "root" → None (root folder)
+        normalizedFolderId: Optional[str] = folderId
+        if isinstance(normalizedFolderId, str):
+            trimmed = normalizedFolderId.strip()
+            if not trimmed or trimmed.lower() in {"null", "none", "root"}:
+                normalizedFolderId = None
+            else:
+                normalizedFolderId = trimmed
+
         # Save file via LucyDOM interface in the database
-        fileItem, duplicateType = managementInterface.saveUploadedFile(fileContent, file.filename)
+        fileItem, duplicateType = managementInterface.saveUploadedFile(
+            fileContent, file.filename, folderId=normalizedFolderId
+        )
 
         if featureInstanceId and not fileItem.featureInstanceId:
             managementInterface.updateFile(fileItem.id, {"featureInstanceId": featureInstanceId})
             fileItem.featureInstanceId = featureInstanceId
 
+        # For exact duplicates we keep the existing record, but move it into the
+        # target folder so the user actually sees their upload land where they expect.
+        if duplicateType == "exact_duplicate" and normalizedFolderId != getattr(fileItem, "folderId", None):
+            managementInterface.updateFile(fileItem.id, {"folderId": normalizedFolderId})
+            fileItem.folderId = normalizedFolderId
+        
         # Determine response message based on duplicate type
         if duplicateType == "exact_duplicate":
             message = f"File '{file.filename}' already exists with identical content. Reusing existing file."

modules/serviceCenter/services/serviceAgent/coreTools/_connectionTools.py

@@ -9,6 +9,7 @@ from modules.serviceCenter.services.serviceAgent.datamodelAgent import ToolResul
 from modules.serviceCenter.services.serviceAgent.toolRegistry import ToolRegistry
 
 from modules.serviceCenter.services.serviceAgent.coreTools._helpers import (
+    _buildResolverDbFromServices,
     _getOrCreateTempFolder,
     _looksLikeBinary,
     _resolveFileScope,
@@ -22,20 +23,6 @@ def _registerConnectionTools(registry: ToolRegistry, services):
     """Auto-extracted from registerCoreTools."""
     # ---- Connection tools (external data sources) ----
 
-    def _buildResolverDb():
-        """Build a DB adapter that ConnectorResolver can use to load UserConnections.
-        interfaceDbApp has getUserConnectionById; ConnectorResolver expects getUserConnection."""
-        chatService = services.chat
-        appIf = getattr(chatService, "interfaceDbApp", None)
-        if appIf and hasattr(appIf, "getUserConnectionById"):
-            class _Adapter:
-                def __init__(self, app):
-                    self._app = app
-                def getUserConnection(self, connectionId: str):
-                    return self._app.getUserConnectionById(connectionId)
-            return _Adapter(appIf)
-        return getattr(chatService, "interfaceDbComponent", None)
-
     async def _listConnections(args: Dict[str, Any], context: Dict[str, Any]):
         try:
             chatService = services.chat
@@ -49,7 +36,12 @@ def _registerConnectionTools(registry: ToolRegistry, services):
                 authorityVal = authority.value if hasattr(authority, "value") else str(authority)
                 username = conn.get("externalUsername", "") if isinstance(conn, dict) else getattr(conn, "externalUsername", "")
                 email = conn.get("externalEmail", "") if isinstance(conn, dict) else getattr(conn, "externalEmail", "")
-                lines.append(f"- connectionId: {connId} | {authorityVal} | {username} ({email})")
+                cid = conn.get("id", "") if isinstance(conn, dict) else getattr(conn, "id", "")
+                ref = f"connection:{authorityVal}:{username}"
+                lines.append(
+                    f"- {ref}  connectionId={cid}  ({email})  "
+                    f"(use this full connection: line or connectionId as connectionReference)"
+                )
             return ToolResult(toolCallId="", toolName="listConnections", success=True, data="\n".join(lines))
         except Exception as e:
             return ToolResult(toolCallId="", toolName="listConnections", success=False, error=str(e))
@@ -65,7 +57,7 @@ def _registerConnectionTools(registry: ToolRegistry, services):
             from modules.connectors.connectorResolver import ConnectorResolver
             resolver = ConnectorResolver(
                 services.getService("security"),
-                _buildResolverDb(),
+                _buildResolverDbFromServices(services),
             )
             adapter = await resolver.resolveService(connectionId, service)
             chatService = services.chat
@@ -115,7 +107,7 @@ def _registerConnectionTools(registry: ToolRegistry, services):
             from modules.connectors.connectorResolver import ConnectorResolver
             resolver = ConnectorResolver(
                 services.getService("security"),
-                _buildResolverDb(),
+                _buildResolverDbFromServices(services),
             )
             adapter = await resolver.resolveService(connectionId, "outlook")
 

modules/serviceCenter/services/serviceAgent/coreTools/_dataSourceTools.py

@@ -9,6 +9,7 @@ from modules.serviceCenter.services.serviceAgent.datamodelAgent import ToolResul
 from modules.serviceCenter.services.serviceAgent.toolRegistry import ToolRegistry
 
 from modules.serviceCenter.services.serviceAgent.coreTools._helpers import (
+    _buildResolverDbFromServices,
     _getOrCreateTempFolder,
     _looksLikeBinary,
     _resolveFileScope,
@@ -88,7 +89,7 @@ def _registerDataSourceTools(registry: ToolRegistry, services):
             from modules.connectors.connectorResolver import ConnectorResolver
             resolver = ConnectorResolver(
                 services.getService("security"),
-                _buildResolverDb(),
+                _buildResolverDbFromServices(services),
             )
             adapter = await resolver.resolveService(connectionId, service)
             entries = await adapter.browse(browsePath, filter=args.get("filter"))
@@ -124,7 +125,7 @@ def _registerDataSourceTools(registry: ToolRegistry, services):
             from modules.connectors.connectorResolver import ConnectorResolver
             resolver = ConnectorResolver(
                 services.getService("security"),
-                _buildResolverDb(),
+                _buildResolverDbFromServices(services),
             )
             adapter = await resolver.resolveService(connectionId, service)
             entries = await adapter.search(query, path=basePath)
@@ -160,7 +161,7 @@ def _registerDataSourceTools(registry: ToolRegistry, services):
             fullPath = filePath if filePath.startswith("/") else f"{basePath.rstrip('/')}/{filePath}"
             resolver = ConnectorResolver(
                 services.getService("security"),
-                _buildResolverDb(),
+                _buildResolverDbFromServices(services),
             )
             adapter = await resolver.resolveService(connectionId, service)
             result = await adapter.download(fullPath)

modules/serviceCenter/services/serviceAgent/coreTools/_featureSubAgentTools.py

@@ -213,13 +213,9 @@ def _registerFeatureSubAgentTools(registry: ToolRegistry, services):
         "queryFeatureInstance", _queryFeatureInstance,
         description=(
             "Query data from a feature instance (e.g. Trustee, CommCoach). "
-            "Delegates to a specialized sub-agent that knows the feature's data schema "
+            "Delegates to a sub-agent that knows the feature schema. "
-            "and can browse, filter, and aggregate its tables. Use this when the user "
+            "Requires the feature instance id from attached feature data sources. "
-            "has attached feature data sources or asks about feature-specific data.\n\n"
+            "Ask one precise, self-contained question per call."
-            "GUIDELINES:\n"
-            "- Ask a precise, self-contained question (include all context the sub-agent needs).\n"
-            "- Combine related data needs into ONE call instead of multiple small ones.\n"
-            "- Avoid calling this tool repeatedly with slight variations of the same question."
         ),
         parameters={
             "type": "object",

modules/serviceCenter/services/serviceAgent/coreTools/_helpers.py

@@ -3,7 +3,7 @@
 """Shared helpers for core agent tools (file scope, binary detection, temp folder)."""
 
 import logging
-from typing import Optional
+from typing import Any, Optional
 
 logger = logging.getLogger(__name__)
 
@@ -77,3 +77,23 @@ def _getOrCreateTempFolder(chatService) -> Optional[str]:
         logger.warning(f"Could not get/create Temp folder: {e}")
         return None
 
+
+def _buildResolverDbFromServices(services: Any):
+    """DB adapter for ConnectorResolver: load UserConnections by id.
+
+    interfaceDbApp exposes getUserConnectionById; ConnectorResolver expects getUserConnection.
+    """
+    chatService = services.chat
+    appIf = getattr(chatService, "interfaceDbApp", None)
+    if appIf and hasattr(appIf, "getUserConnectionById"):
+
+        class _Adapter:
+            def __init__(self, app):
+                self._app = app
+
+            def getUserConnection(self, connectionId: str):
+                return self._app.getUserConnectionById(connectionId)
+
+        return _Adapter(appIf)
+    return getattr(chatService, "interfaceDbComponent", None)
+

modules/serviceCenter/services/serviceAgent/mainServiceAgent.py

@@ -3,7 +3,7 @@
 """Agent service: entry point for running AI agents with tool use."""
 
 import logging
-from typing import Any, Callable, Dict, List, Optional, AsyncGenerator
+from typing import Any, Callable, Dict, List, Optional, Set, AsyncGenerator
 
 from modules.datamodels.datamodelAi import (
     AiCallRequest, AiCallOptions, AiCallResponse, OperationTypeEnum
@@ -23,6 +23,40 @@ from modules.serviceCenter.services.serviceBilling.mainServiceBilling import (
 
 logger = logging.getLogger(__name__)
 
+
+def _toolbox_connection_authorities(services: "_ServicesAdapter") -> List[str]:
+    """Collect connection authority strings for toolbox gating (requiresConnection).
+
+    The optional ``connection`` service is not always registered; fall back to
+    ``chat.getUserConnections()`` (same source as workspace UI).
+    Toolbox entries use ``microsoft`` while UserConnection may store ``msft``.
+    """
+    seen: Set[str] = set()
+    try:
+        conn_svc = services.getService("connection")
+        if conn_svc and hasattr(conn_svc, "getConnections"):
+            for c in conn_svc.getConnections() or []:
+                auth = c.get("authority") if isinstance(c, dict) else getattr(c, "authority", None)
+                val = auth.value if hasattr(auth, "value") else str(auth or "")
+                if val:
+                    seen.add(val)
+    except Exception:
+        pass
+    try:
+        chat = services.chat
+        if chat and hasattr(chat, "getUserConnections"):
+            for c in chat.getUserConnections() or []:
+                auth = c.get("authority") if isinstance(c, dict) else getattr(c, "authority", None)
+                val = auth.value if hasattr(auth, "value") else str(auth or "")
+                if val:
+                    seen.add(val)
+    except Exception as e:
+        logger.debug("toolbox authorities from chat: %s", e)
+    if "msft" in seen:
+        seen.add("microsoft")
+    return list(seen)
+
+
 class _ServicesAdapter:
     """Adapter providing service access from (context, get_service)."""
 
@@ -61,10 +95,33 @@ class _ServicesAdapter:
     def extraction(self):
         return self._getService("extraction")
 
+    @property
+    def rbac(self):
+        """Same RbacClass as workflow hub (MethodBase permission checks during discoverMethods)."""
+        try:
+            chat_svc = self.chat
+            app = getattr(chat_svc, "interfaceDbApp", None)
+            if app is not None:
+                return getattr(app, "rbac", None)
+        except Exception:
+            return None
+        return None
+
     def getService(self, name: str):
         """Access any service by name."""
         return self._getService(name)
 
+    def __getattr__(self, name: str):
+        """Resolve e.g. services.clickup for MethodClickup / ActionExecutor (discoverMethods)."""
+        if name.startswith("_"):
+            raise AttributeError(name)
+        try:
+            return self._getService(name)
+        except KeyError:
+            raise AttributeError(
+                f"{type(self).__name__!r} object has no attribute {name!r}"
+            ) from None
+
     @property
     def featureCode(self) -> Optional[str]:
         w = self.workflow
@@ -268,7 +325,12 @@ class AgentService:
 
         try:
             from modules.workflows.processing.shared.methodDiscovery import discoverMethods
+
             discoverMethods(self.services)
+        except Exception as e:
+            logger.warning("discoverMethods failed before action tools: %s", e)
+
+        try:
             from modules.workflows.processing.core.actionExecutor import ActionExecutor
             actionExecutor = ActionExecutor(self.services)
             adapter = ActionToolAdapter(actionExecutor)
@@ -293,7 +355,7 @@ class AgentService:
             from modules.serviceCenter.services.serviceAgent.toolboxRegistry import getToolboxRegistry
             tbRegistry = getToolboxRegistry()
 
-            userConnections: List[str] = []
+            userConnections: List[str] = _toolbox_connection_authorities(self.services)
             try:
                 chatService = self.services.chat if hasattr(self.services, "chat") else None
                 if chatService and hasattr(chatService, "getUserConnections"):
@@ -301,7 +363,7 @@ class AgentService:
                     for c in connections:
                         authority = c.get("authority", "") if isinstance(c, dict) else getattr(c, "authority", "")
                         authorityVal = authority.value if hasattr(authority, "value") else str(authority)
-                        if authorityVal:
+                        if authorityVal and authorityVal not in userConnections:
                             userConnections.append(authorityVal)
             except Exception as e:
                 logger.debug("Could not resolve user connections for toolbox activation: %s", e)
@@ -386,8 +448,13 @@ class AgentService:
                     except Exception:
                         pass
                     try:
-                        from modules.serviceCenter.services.serviceAgent.actionToolAdapter import ActionToolAdapter
+                        from modules.workflows.processing.shared.methodDiscovery import discoverMethods
                         from modules.workflows.processing.core.actionExecutor import ActionExecutor
+                        from modules.serviceCenter.services.serviceAgent.actionToolAdapter import (
+                            ActionToolAdapter,
+                        )
+
+                        discoverMethods(self.services)
                         adapter = ActionToolAdapter(ActionExecutor(self.services))
                         adapter.registerAll(registry)
                         if registry.isValidTool(toolName):

modules/serviceCenter/services/serviceAgent/toolboxRegistry.py

@@ -173,7 +173,13 @@ def _registerDefaultToolboxes() -> None:
             requiresConnection="clickup",
             isDefault=False,
             tools=[
-                "clickup_searchTasks", "clickup_createTask", "clickup_updateTask",
+                "clickup_listTasks",
+                "clickup_listFields",
+                "clickup_searchTasks",
+                "clickup_getTask",
+                "clickup_createTask",
+                "clickup_updateTask",
+                "clickup_uploadAttachment",
             ],
         ),
         ToolboxDefinition(

modules/system/mainSystem.py

@@ -92,6 +92,7 @@ NAVIGATION_SECTIONS = [
                         "icon": "FaLink",
                         "path": "/basedata/connections",
                         "order": 10,
+                        "public": True,
                     },
                     {
                         "id": "files",
@@ -100,6 +101,7 @@ NAVIGATION_SECTIONS = [
                         "icon": "FaRegFileAlt",
                         "path": "/basedata/files",
                         "order": 20,
+                        "public": True,
                     },
                     {
                         "id": "prompts",
@@ -108,6 +110,7 @@ NAVIGATION_SECTIONS = [
                         "icon": "FaLightbulb",
                         "path": "/basedata/prompts",
                         "order": 30,
+                        "public": True,
                     },
                 ],
             },

modules/workflows/methods/methodClickup/actions/list_fields.py

@@ -0,0 +1,55 @@
+# Copyright (c) 2025 Patrick Motsch
+# All rights reserved.
+
+import json
+import logging
+from typing import Any, Dict
+
+from modules.datamodels.datamodelChat import ActionDocument, ActionResult
+from ..helpers.pathparse import parse_team_and_list
+
+logger = logging.getLogger(__name__)
+
+
+async def list_fields(self, parameters: Dict[str, Any]) -> ActionResult:
+    """Return ClickUp custom / built-in field definitions for a list (GET /list/{id}/field)."""
+    connection_reference = parameters.get("connectionReference")
+    path_query = (parameters.get("pathQuery") or parameters.get("path") or "").strip()
+    list_id_param = (parameters.get("listId") or "").strip()
+
+    if not connection_reference:
+        return ActionResult.isFailure(error="connectionReference is required")
+
+    conn = self.connection.get_clickup_connection(connection_reference)
+    if not conn:
+        return ActionResult.isFailure(error="No valid ClickUp connection")
+
+    list_id = list_id_param
+    team_id = ""
+    if not list_id:
+        if not path_query:
+            return ActionResult.isFailure(
+                error="Provide listId or pathQuery like /team/{teamId}/list/{listId}"
+            )
+        team_id, list_id = parse_team_and_list(path_query)
+        if not list_id:
+            return ActionResult.isFailure(
+                error="path must be /team/{teamId}/list/{listId} (same as list picker / data source path)"
+            )
+
+    data = await self.services.clickup.getListFields(list_id)
+    if isinstance(data, dict) and data.get("error"):
+        return ActionResult.isFailure(error=str(data.get("error")) + (data.get("body") or ""))
+
+    doc = ActionDocument(
+        documentName="clickup_list_fields.json",
+        documentData=json.dumps(data, ensure_ascii=False, indent=2),
+        mimeType="application/json",
+        validationMetadata={
+            "actionType": "clickup.listFields",
+            "teamId": team_id,
+            "listId": list_id,
+            "path": path_query or f"/list/{list_id}",
+        },
+    )
+    return ActionResult.isSuccess(documents=[doc])

modules/workflows/methods/methodClickup/helpers/connection.py

@@ -3,28 +3,44 @@
 """Resolve ClickUp UserConnection and configure ClickupService."""
 
 import logging
+import re
 from typing import Any, Dict, Optional
 
 logger = logging.getLogger(__name__)
 
+_UUID_RE = re.compile(
+    r"^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$",
+    re.IGNORECASE,
+)
+
 
 class ClickupConnectionHelper:
     def __init__(self, method_instance: Any):
         self.method = method_instance
         self.services = method_instance.services
 
+    def _normalize_connection_reference(self, ref: str) -> str:
+        """Match listConnections / getUserConnectionFromConnectionReference formats."""
+        if ref.startswith("connection:"):
+            return ref
+        if _UUID_RE.match(ref):
+            return ref
+        # LLM often copies "clickup:username" without the connection: prefix
+        if ":" in ref:
+            return f"connection:{ref}"
+        return ref
+
     def get_clickup_connection(self, connection_reference: str) -> Optional[Dict[str, Any]]:
         try:
             ref = (connection_reference or "").split(" [")[0].strip()
             if not ref:
                 return None
-            user_connection = None
+            ref = self._normalize_connection_reference(ref)
-            if ref.startswith("connection:"):
+            chat = getattr(self.services, "chat", None)
-                user_connection = self.services.chat.getUserConnectionFromConnectionReference(ref)
+            if not chat or not hasattr(chat, "getUserConnectionFromConnectionReference"):
-            else:
+                logger.warning("Chat service missing; cannot resolve ClickUp connection")
-                app = getattr(self.services, "interfaceDbApp", None)
+                return None
-                if app and hasattr(app, "getUserConnectionById"):
+            user_connection = chat.getUserConnectionFromConnectionReference(ref)
-                    user_connection = app.getUserConnectionById(ref)
             if not user_connection:
                 logger.warning("No user connection for reference/id %s", connection_reference)
                 return None

modules/workflows/methods/methodClickup/methodClickup.py

@@ -10,6 +10,7 @@ from modules.workflows.methods.methodBase import MethodBase
 
 from .helpers.connection import ClickupConnectionHelper
 from .actions.list_tasks import list_tasks
+from .actions.list_fields import list_fields
 from .actions.search_tasks import search_tasks
 from .actions.get_task import get_task
 from .actions.create_task import create_task
@@ -67,6 +68,35 @@ class MethodClickup(MethodBase):
                 },
                 execute=list_tasks.__get__(self, self.__class__),
             ),
+            "listFields": WorkflowActionDefinition(
+                actionId="clickup.listFields",
+                description="List custom and built-in field definitions for a ClickUp list (names, types, ids)",
+                dynamicMode=True,
+                parameters={
+                    "connectionReference": WorkflowActionParameter(
+                        name="connectionReference",
+                        type="str",
+                        frontendType=FrontendType.USER_CONNECTION,
+                        required=True,
+                        description="ClickUp connection",
+                    ),
+                    "listId": WorkflowActionParameter(
+                        name="listId",
+                        type="str",
+                        frontendType=FrontendType.TEXT,
+                        required=False,
+                        description="ClickUp list ID (if set, pathQuery is optional)",
+                    ),
+                    "pathQuery": WorkflowActionParameter(
+                        name="pathQuery",
+                        type="str",
+                        frontendType=FrontendType.TEXT,
+                        required=False,
+                        description="Virtual path /team/{teamId}/list/{listId} (same as data source path)",
+                    ),
+                },
+                execute=list_fields.__get__(self, self.__class__),
+            ),
             "searchTasks": WorkflowActionDefinition(
                 actionId="clickup.searchTasks",
                 description="Search tasks in a ClickUp workspace (team)",

requirements.lock

@@ -376,7 +376,7 @@ protobuf==4.21.12
     #   grpcio-status
     #   mysql-connector-python
     #   proto-plus
-psycopg2-binary==2.9.9
+psycopg2-binary==2.9.9 ; python_version < "3.13"
     # via -r requirements.txt
 pure-eval==0.2.3
     # via stack-data

requirements.txt

@@ -103,7 +103,8 @@ pyviz-comms>=2.0.0
 xyzservices>=2021.09.1
 
 # PostgreSQL connector dependencies
-psycopg2-binary==2.9.9
+psycopg2-binary==2.9.9; python_version < "3.13"
+psycopg2-binary==2.9.11; python_version >= "3.13"
 asyncpg==0.30.0
 
 ## Stripe payments