fix: completely fixed grouping to be like clickup grouping, removed wrong mechanisms

app.py

@@ -600,6 +600,9 @@ app.include_router(promptRouter)
 from modules.routes.routeDataConnections import router as connectionsRouter
 app.include_router(connectionsRouter)
 
+from modules.routes.routeTableViews import router as tableViewsRouter
+app.include_router(tableViewsRouter)
+
 from modules.routes.routeSecurityLocal import router as localRouter
 app.include_router(localRouter)
 

modules/aicore/aicorePluginAnthropic.py

@@ -351,6 +351,7 @@ class AiAnthropic(BaseConnectorAi):
             
             # Parse response
             anthropicResponse = response.json()
+            stop_reason = anthropicResponse.get("stop_reason")
             
             # Extract content and tool_use blocks from response
             content = ""
@@ -374,9 +375,25 @@ class AiAnthropic(BaseConnectorAi):
             
             if not content and not toolCalls:
                 logger.warning(f"Anthropic API returned empty content. Full response: {anthropicResponse}")
-                content = "[Anthropic API returned empty response]"
+                err = (
+                    "Anthropic refused the request (content policy) — try another model or adjust the prompt."
+                    if stop_reason == "refusal"
+                    else f"Anthropic returned no assistant text (stop_reason={stop_reason or 'unknown'})."
+                )
+                return AiModelResponse(
+                    content="",
+                    success=False,
+                    error=err,
+                    modelId=model.name,
+                    metadata={
+                        "response_id": anthropicResponse.get("id", ""),
+                        "stop_reason": stop_reason,
+                    },
+                )
             
             metadata = {"response_id": anthropicResponse.get("id", "")}
+            if stop_reason:
+                metadata["stop_reason"] = stop_reason
             if toolCalls:
                 metadata["toolCalls"] = toolCalls
             
@@ -492,6 +509,19 @@ class AiAnthropic(BaseConnectorAi):
                     f"Anthropic stream returned empty response: model={model.name}, "
                     f"stopReason={stopReason}"
                 )
+                err = (
+                    "Anthropic refused the request (content policy) — try another model or adjust the prompt."
+                    if stopReason == "refusal"
+                    else f"Anthropic returned no assistant text (stop_reason={stopReason or 'unknown'})."
+                )
+                yield AiModelResponse(
+                    content="",
+                    success=False,
+                    error=err,
+                    modelId=model.name,
+                    metadata={"stopReason": stopReason} if stopReason else {},
+                )
+                return
 
             metadata: Dict[str, Any] = {}
             if stopReason:

modules/connectors/connectorDbPostgre.py

@@ -834,7 +834,10 @@ class DatabaseConnector:
             createdTs = record.get("sysCreatedAt")
             if createdTs is None or createdTs == 0 or createdTs == 0.0:
                 record["sysCreatedAt"] = currentTime
-                if effective_user_id:
+                # Do not wipe caller-provided sysCreatedBy (e.g. FileItem from createFile with
+                # real user). ContextVar can be "system" for the DB pool while the business
+                # user is set on the record from model_dump().
+                if effective_user_id and not record.get("sysCreatedBy"):
                     record["sysCreatedBy"] = effective_user_id
             elif not record.get("sysCreatedBy"):
                 if effective_user_id:
@@ -1531,7 +1534,7 @@ class DatabaseConnector:
             createdTs = rec.get("sysCreatedAt")
             if createdTs is None or createdTs == 0 or createdTs == 0.0:
                 rec["sysCreatedAt"] = currentTime
-                if effectiveUserId:
+                if effectiveUserId and not rec.get("sysCreatedBy"):
                     rec["sysCreatedBy"] = effectiveUserId
             elif not rec.get("sysCreatedBy") and effectiveUserId:
                 rec["sysCreatedBy"] = effectiveUserId

modules/connectors/providerClickup/connectorClickup.py

@@ -210,6 +210,9 @@ class ClickupListsAdapter(ServiceAdapter):
         data = await self._svc.getTask(task_id)
         if isinstance(data, dict) and data.get("error"):
             return json.dumps(data).encode("utf-8")
+        returnedId = data.get("id", "") if isinstance(data, dict) else ""
+        if returnedId and returnedId != task_id:
+            logger.warning(f"ClickUp download: requested task_id={task_id} but API returned id={returnedId}")
         payload = json.dumps(data, indent=2).encode("utf-8")
         return DownloadResult(data=payload, fileName=f"task-{task_id}.json", mimeType="application/json")
 

modules/datamodels/datamodelDocref.py

@@ -155,9 +155,12 @@ def coerceDocumentReferenceList(value: Any) -> DocumentReferenceList:
                 return coerceDocumentReferenceList(value[innerKey])
         docId = value.get("documentId") or value.get("id")
         if docId:
+            docIdStr = str(docId)
+            if docIdStr.startswith("docItem:") or docIdStr.startswith("docList:"):
+                return DocumentReferenceList.from_string_list([docIdStr])
             return DocumentReferenceList(references=[
                 DocumentItemReference(
-                    documentId=str(docId),
+                    documentId=docIdStr,
                     fileName=value.get("fileName") or value.get("name"),
                 )
             ])
@@ -180,8 +183,13 @@ def coerceDocumentReferenceList(value: Any) -> DocumentReferenceList:
                     continue
                 docId = item.get("documentId") or item.get("id")
                 if docId:
+                    docIdStr = str(docId)
+                    if docIdStr.startswith("docItem:") or docIdStr.startswith("docList:"):
+                        parsed = DocumentReferenceList.from_string_list([docIdStr])
+                        references.extend(parsed.references)
+                    else:
                         references.append(DocumentItemReference(
-                        documentId=str(docId),
+                            documentId=docIdStr,
                             fileName=item.get("fileName") or item.get("name"),
                         ))
                 elif item.get("label"):

modules/datamodels/datamodelFiles.py

@@ -10,6 +10,69 @@ import uuid
 import base64
 
 
+@i18nModel("Ordner")
+class FileFolder(PowerOnModel):
+    """Persistenter Datei-Ordner im Management-DB-Kontext (RBAC wie FileItem)."""
+
+    id: str = Field(
+        default_factory=lambda: str(uuid.uuid4()),
+        description="Primary key",
+        json_schema_extra={"label": "ID", "frontend_type": "text", "frontend_readonly": True, "frontend_required": False},
+    )
+    name: str = Field(
+        description="Display name of the folder",
+        json_schema_extra={"label": "Name", "frontend_type": "text", "frontend_readonly": False, "frontend_required": True},
+    )
+    parentId: Optional[str] = Field(
+        default=None,
+        description="Parent folder id; empty or None for root",
+        json_schema_extra={
+            "label": "Uebergeordneter Ordner",
+            "frontend_type": "text",
+            "frontend_readonly": False,
+            "frontend_required": False,
+            "fk_target": {"db": "poweron_management", "table": "FileFolder", "labelField": "name"},
+        },
+    )
+    mandateId: Optional[str] = Field(
+        default="",
+        description="ID of the mandate this folder belongs to",
+        json_schema_extra={
+            "label": "Mandant",
+            "frontend_type": "text",
+            "frontend_readonly": True,
+            "frontend_required": False,
+            "fk_target": {"db": "poweron_app", "table": "Mandate", "labelField": "label"},
+        },
+    )
+    featureInstanceId: Optional[str] = Field(
+        default="",
+        description="ID of the feature instance this folder belongs to",
+        json_schema_extra={
+            "label": "Feature-Instanz",
+            "frontend_type": "text",
+            "frontend_readonly": True,
+            "frontend_required": False,
+            "fk_target": {"db": "poweron_app", "table": "FeatureInstance", "labelField": "label"},
+        },
+    )
+    scope: str = Field(
+        default="personal",
+        description="Data visibility scope: personal, featureInstance, mandate, global",
+        json_schema_extra={"label": "Sichtbarkeit", "frontend_type": "select", "frontend_readonly": False, "frontend_required": False, "frontend_options": [
+            {"value": "personal", "label": "Persönlich"},
+            {"value": "featureInstance", "label": "Feature-Instanz"},
+            {"value": "mandate", "label": "Mandant"},
+            {"value": "global", "label": "Global"},
+        ]},
+    )
+    neutralize: bool = Field(
+        default=False,
+        description="Whether files in this folder should be neutralized before AI processing",
+        json_schema_extra={"label": "Neutralisieren", "frontend_type": "checkbox", "frontend_readonly": False, "frontend_required": False},
+    )
+
+
 @i18nModel("Datei")
 class FileItem(PowerOnModel):
     """Metadaten einer gespeicherten Datei."""
@@ -44,6 +107,17 @@ class FileItem(PowerOnModel):
             "fk_target": {"db": "poweron_app", "table": "FeatureInstance", "labelField": "label"},
         },
     )
+    folderId: Optional[str] = Field(
+        default=None,
+        description="ID of the folder containing this file (if any)",
+        json_schema_extra={
+            "label": "Ordner",
+            "frontend_type": "text",
+            "frontend_readonly": False,
+            "frontend_required": False,
+            "fk_target": {"db": "poweron_management", "table": "FileFolder", "labelField": "name"},
+        },
+    )
     mimeType: str = Field(
         description="MIME type of the file",
         json_schema_extra={"label": "MIME-Typ", "frontend_type": "text", "frontend_readonly": True, "frontend_required": False},

modules/datamodels/datamodelPagination.py

@@ -9,50 +9,95 @@ All models use camelStyle naming convention for consistency with frontend.
 from typing import List, Dict, Any, Optional, Generic, TypeVar
 from pydantic import BaseModel, Field, ConfigDict
 import math
+import uuid
 
 T = TypeVar('T')
 
 
 # ---------------------------------------------------------------------------
-# Table Grouping models
+# Group layout models (Strategy B — derived from Views, purely presentational)
 # ---------------------------------------------------------------------------
 
-class TableGroupNode(BaseModel):
+class GroupByLevel(BaseModel):
+    """One level of a multi-level grouping definition, stored inside a TableListView config."""
+    field: str = Field(..., description="Field key to group by")
+    nullLabel: str = Field(default="—", description="Display label for null/empty values")
+    direction: str = Field(
+        default="asc",
+        description="Order of group bands at this level: 'asc' or 'desc'",
+    )
+
+
+class GroupBand(BaseModel):
     """
-    A single node in a user-defined group tree for a FormGeneratorTable.
+    A contiguous block of rows that share the same group path, intersecting the current page.
 
-    Items belong to exactly one group (no multi-membership).
-    Groups can be nested to arbitrary depth via subGroups.
+    startRowIndex and rowCount are 0-based indices relative to the current page's items[].
     """
-    id: str
-    name: str
-    itemIds: List[str] = Field(default_factory=list)
-    subGroups: List['TableGroupNode'] = Field(default_factory=list)
-    order: int = 0
-    isExpanded: bool = True
-
-TableGroupNode.model_rebuild()
+    path: List[str] = Field(..., description="Hierarchical group key (one entry per level)")
+    label: str = Field(..., description="Display label for this band (last path element)")
+    startRowIndex: int = Field(..., description="0-based start index within items[] on this page")
+    rowCount: int = Field(..., description="Number of items in this band on this page")
 
 
-class TableGrouping(BaseModel):
+class GroupLayout(BaseModel):
     """
-    Persisted grouping configuration for one (user, contextKey) pair.
-    Stored in table_groupings in poweron_app (auto-created).
+    Grouping structure for the current response page.
+    Included only when the effective view has groupByLevels configured.
+    The frontend renders group header rows by iterating bands and inserting
+    headers before each startRowIndex.
+    """
+    levels: List[str] = Field(..., description="Ordered field keys that define the grouping hierarchy")
+    bands: List[GroupBand] = Field(..., description="Bands intersecting the current page, in order")
+
+
+class AppliedViewMeta(BaseModel):
+    """Minimal metadata about the view that was applied to this response."""
+    viewKey: Optional[str] = None
+    displayName: Optional[str] = None
+
+
+# ---------------------------------------------------------------------------
+# Persisted view model
+# ---------------------------------------------------------------------------
+
+class TableListView(BaseModel):
+    """
+    A saved table view for one (userId, contextKey) pair.
+
+    config schema (schemaVersion=1):
+      {
+        "schemaVersion": 1,
+        "filters": {},          # same structure as PaginationParams.filters
+        "sort": [],             # same structure as PaginationParams.sort
+        "groupByLevels": [      # ordered grouping levels
+          {"field": "scope", "nullLabel": "—", "direction": "asc"}
+        ],
+        "collapsedSectionKeys": [],  # optional: section UI (stable group keys)
+        "collapsedGroupKeys": [],    # optional: inline group bands (path.join('///'))
+      }
 
     contextKey convention: API path without /api/ prefix and without trailing slash.
-    Examples: "connections", "prompts", "admin/users", "trustee/{instanceId}/documents"
+    Examples: "connections", "prompts", "admin/users", "files/list"
+
+    viewKey is a user-defined slug, unique per (userId, mandateId, contextKey).
     """
-    id: str
+    id: str = Field(default_factory=lambda: str(uuid.uuid4()))
     userId: str
+    mandateId: Optional[str] = None
     contextKey: str
-    rootGroups: List[TableGroupNode] = Field(default_factory=list)
+    viewKey: str
+    displayName: str
+    config: Dict[str, Any] = Field(default_factory=dict)
     updatedAt: Optional[float] = None
 
 
+# ---------------------------------------------------------------------------
+# Sort and pagination models
+# ---------------------------------------------------------------------------
+
 class SortField(BaseModel):
-    """
-    Single sort field configuration.
-    """
+    """Single sort field configuration."""
     field: str = Field(..., description="Field name to sort by")
     direction: str = Field(..., description="Sort direction: 'asc' or 'desc'")
 
@@ -61,16 +106,13 @@ class PaginationParams(BaseModel):
     """
     Complete pagination state including page, sorting, and filters.
 
-    Grouping extensions (both optional — omit when not using grouping):
-      groupId       — Scope the request to items belonging to this group.
-                      The backend resolves it to an itemIds IN-filter before
-                      applying normal pagination/search/filter logic.
-                      Also applied for mode=ids and mode=filterValues so that
-                      bulk-select and filter-dropdowns respect the group scope.
-      saveGroupTree — If present the backend persists this tree for the current
-                      (user, contextKey) pair *before* fetching, then returns
-                      the confirmed tree in the response groupTree field.
-                      Omit on every request that does not change the group tree.
+    View extension (optional):
+      viewKey — Slug of a saved TableListView for this (user, contextKey) pair.
+                The server loads the view, merges its filters/sort/groupByLevels
+                into the effective query (request fields take priority over view
+                defaults for explicitly provided fields), and returns groupLayout
+                in the response when groupByLevels is non-empty.
+                Omit or set to None for the default (ungrouped) view.
     """
     page: int = Field(ge=1, description="Current page number (1-based)")
     pageSize: int = Field(ge=1, le=1000, description="Number of items per page")
@@ -85,13 +127,16 @@ class PaginationParams(BaseModel):
           - Supported operators: equals/eq, contains, startsWith, endsWith, gt, gte, lt, lte, in, notIn
         - Multiple filters are combined with AND logic"""
     )
-    groupId: Optional[str] = Field(
+    viewKey: Optional[str] = Field(
         default=None,
-        description="Scope request to items of this group (resolved server-side to itemIds IN-filter)",
+        description="Slug of a saved view to load; server merges view config into effective query",
     )
-    saveGroupTree: Optional[List[Dict[str, Any]]] = Field(
+    groupByLevels: Optional[List[GroupByLevel]] = Field(
         default=None,
-        description="If set, persist this group tree before fetching (optimistic save)",
+        description=(
+            "When set (including an empty list), replaces the saved view's groupByLevels for this request. "
+            "Omit entirely to use grouping from the view only."
+        ),
     )
 
 
@@ -130,16 +175,22 @@ class PaginatedResponse(BaseModel, Generic[T]):
     """
     Response containing paginated data and metadata.
 
-    groupTree is included when the endpoint supports table grouping and the
-    current user has a saved group tree for the requested contextKey.
-    It is None when grouping is not configured for the endpoint or the user
-    has not created any groups yet.  Frontend must treat None as an empty tree.
+    groupLayout is included when the effective view has groupByLevels configured.
+    It describes how to render group header rows in the current page's items[].
+    Omitted (None) when no grouping is active.
+
+    appliedView describes which saved view was merged into this response,
+    allowing the frontend to synchronise its view selector.
     """
     items: List[T] = Field(..., description="Array of items for current page")
     pagination: Optional[PaginationMetadata] = Field(..., description="Pagination metadata (None if pagination not applied)")
-    groupTree: Optional[List[TableGroupNode]] = Field(
+    groupLayout: Optional[GroupLayout] = Field(
         default=None,
-        description="Current group tree for this (user, contextKey) pair — None if no grouping configured",
+        description="Group band structure for this page (None if no grouping active)",
+    )
+    appliedView: Optional[AppliedViewMeta] = Field(
+        default=None,
+        description="Metadata about the view applied to this response",
     )
 
     model_config = ConfigDict(arbitrary_types_allowed=True)
@@ -148,34 +199,30 @@ class PaginatedResponse(BaseModel, Generic[T]):
 def normalize_pagination_dict(pagination_dict: Dict[str, Any]) -> Dict[str, Any]:
     """
     Normalize pagination dictionary to handle frontend variations.
-    Moves top-level "search" field into filters if present.
-    Grouping fields (groupId, saveGroupTree) are passed through as-is.
 
-    Args:
-        pagination_dict: Raw pagination dictionary from frontend
-
-    Returns:
-        Normalized pagination dictionary ready for PaginationParams parsing
+    - Moves top-level "search" field into filters if present.
+    - Silently drops legacy fields (groupId, saveGroupTree) that were part of the
+      old tree-grouping implementation so old clients do not cause validation errors.
+    - Passes viewKey through unchanged.
     """
     if not pagination_dict:
         return pagination_dict
 
-    # Create a copy to avoid modifying the original
     normalized = dict(pagination_dict)
 
-    # Ensure required fields have sensible defaults
     if "page" not in normalized:
         normalized["page"] = 1
     if "pageSize" not in normalized:
         normalized["pageSize"] = 25
 
-    # Move top-level "search" into filters if present
+    # Move top-level "search" into filters
     if "search" in normalized:
         if "filters" not in normalized or normalized["filters"] is None:
             normalized["filters"] = {}
         normalized["filters"]["search"] = normalized.pop("search")
 
-    # groupId / saveGroupTree are valid PaginationParams fields — pass through unchanged.
-    # No transformation needed; Pydantic will validate them.
+    # Drop legacy tree-grouping fields — harmless if already absent
+    normalized.pop("groupId", None)
+    normalized.pop("saveGroupTree", None)
 
     return normalized

modules/features/graphicalEditor/interfaceFeatureGraphicalEditor.py

@@ -12,17 +12,30 @@ import uuid
 from typing import Dict, Any, List, Optional
 
 
-def _make_json_serializable(obj: Any) -> Any:
+_INTERNAL_SKIP_KEYS = frozenset({"_context", "_orderedNodes"})
+
+
+def _make_json_serializable(obj: Any, _depth: int = 0) -> Any:
     """
     Recursively convert bytes to base64 strings so structures can be JSON-serialized
     for storage in JSONB columns.
+
+    Internal runtime keys (_context, _orderedNodes) are skipped — they hold live
+    Python objects (including back-references to nodeOutputs) and must never be
+    stored.  A depth guard prevents runaway recursion on unexpected circular refs.
     """
+    if _depth > 50:
+        return None
     if isinstance(obj, bytes):
         return base64.b64encode(obj).decode("ascii")
     if isinstance(obj, dict):
-        return {k: _make_json_serializable(v) for k, v in obj.items()}
+        return {
+            k: _make_json_serializable(v, _depth + 1)
+            for k, v in obj.items()
+            if k not in _INTERNAL_SKIP_KEYS
+        }
     if isinstance(obj, list):
-        return [_make_json_serializable(v) for v in obj]
+        return [_make_json_serializable(v, _depth + 1) for v in obj]
     return obj
 
 from modules.datamodels.datamodelUam import User

modules/features/graphicalEditor/nodeDefinitions/ai.py

@@ -4,7 +4,7 @@
 from modules.shared.i18nRegistry import t
 
 _AI_COMMON_PARAMS = [
-    {"name": "requireNeutralization", "type": "boolean", "required": False,
+    {"name": "requireNeutralization", "type": "bool", "required": False,
      "frontendType": "checkbox", "default": False,
      "description": t("Eingaben fuer diesen Call neutralisieren")},
     {"name": "allowedModels", "type": "array", "required": False,
@@ -19,25 +19,25 @@ AI_NODES = [
         "label": t("Prompt"),
         "description": t("Prompt eingeben und KI führt aus"),
         "parameters": [
-            {"name": "aiPrompt", "type": "string", "required": True, "frontendType": "templateTextarea",
+            {"name": "aiPrompt", "type": "str", "required": True, "frontendType": "templateTextarea",
              "description": t("KI-Prompt")},
-            {"name": "resultType", "type": "string", "required": False, "frontendType": "select",
+            {"name": "resultType", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["txt", "json", "md", "csv", "xml", "html", "pdf", "docx", "xlsx", "pptx", "png", "jpg"]},
              "description": t("Ausgabeformat"), "default": "txt"},
-            {"name": "documentList", "type": "DocumentList", "required": False, "frontendType": "dataRef",
-             "description": t("Dokumentenliste (Upstream-Output binden)"), "default": ""},
-            {"name": "context", "type": "string", "required": False, "frontendType": "dataRef",
-             "description": t("Kontextdaten fuer den Prompt (Upstream-Output binden)"), "default": ""},
-            {"name": "documentTheme", "type": "string", "required": False, "frontendType": "select",
+            {"name": "documentList", "type": "DocumentList", "required": False, "frontendType": "hidden",
+             "description": t("Dokumente aus vorherigen Schritten"), "default": ""},
+            {"name": "context", "type": "Any", "required": False, "frontendType": "contextBuilder",
+             "description": t("Daten aus vorherigen Schritten"), "default": ""},
+            {"name": "documentTheme", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["general", "finance", "legal", "technical", "hr"]},
              "description": t("Dokument-Thema (Style-Hinweis fuer den Renderer)"), "default": "general"},
-            {"name": "simpleMode", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "simpleMode", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Einfacher Modus"), "default": True},
         ] + _AI_COMMON_PARAMS,
         "inputs": 1,
         "outputs": 1,
         "inputPorts": {0: {"accepts": [
-            "DocumentList", "AiResult", "TextResult", "Transit", "LoopItem", "ActionResult",
+            "FormPayload", "DocumentList", "AiResult", "TextResult", "Transit", "LoopItem", "ActionResult",
         ]}},
         "outputPorts": {0: {"schema": "AiResult"}},
         "meta": {"icon": "mdi-robot", "color": "#9C27B0", "usesAi": True},
@@ -50,12 +50,18 @@ AI_NODES = [
         "label": t("Web-Recherche"),
         "description": t("Recherche im Web"),
         "parameters": [
-            {"name": "prompt", "type": "string", "required": True, "frontendType": "textarea",
+            {"name": "prompt", "type": "str", "required": True, "frontendType": "textarea",
              "description": t("Recherche-Anfrage")},
+            {"name": "context", "type": "Any", "required": False, "frontendType": "contextBuilder",
+             "description": t("Daten aus vorherigen Schritten"), "default": ""},
+            {"name": "documentList", "type": "DocumentList", "required": False, "frontendType": "hidden",
+             "description": t("Dokumente aus vorherigen Schritten"), "default": ""},
         ] + _AI_COMMON_PARAMS,
         "inputs": 1,
         "outputs": 1,
-        "inputPorts": {0: {"accepts": ["Transit"]}},
+        "inputPorts": {0: {"accepts": [
+            "FormPayload", "Transit", "AiResult", "DocumentList", "ActionResult", "LoopItem", "TextResult",
+        ]}},
         "outputPorts": {0: {"schema": "AiResult"}},
         "meta": {"icon": "mdi-magnify", "color": "#9C27B0", "usesAi": True},
         "_method": "ai",
@@ -68,14 +74,14 @@ AI_NODES = [
         "description": t("Dokumentinhalt zusammenfassen"),
         "parameters": [
             {"name": "documentList", "type": "DocumentList", "required": True, "frontendType": "dataRef",
-             "description": t("Dokumentenliste (Upstream-Output binden)"), "default": ""},
-            {"name": "summaryLength", "type": "string", "required": False, "frontendType": "select",
+             "description": t("Dokumente aus vorherigen Schritten")},
+            {"name": "summaryLength", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["brief", "medium", "detailed"]},
              "description": t("Kurz, mittel oder ausführlich"), "default": "medium"},
         ] + _AI_COMMON_PARAMS,
         "inputs": 1,
         "outputs": 1,
-        "inputPorts": {0: {"accepts": ["DocumentList", "Transit"]}},
+        "inputPorts": {0: {"accepts": ["DocumentList", "Transit", "LoopItem"]}},
         "outputPorts": {0: {"schema": "AiResult"}},
         "meta": {"icon": "mdi-file-document-outline", "color": "#9C27B0", "usesAi": True},
         "_method": "ai",
@@ -88,13 +94,13 @@ AI_NODES = [
         "description": t("Dokument in Zielsprache übersetzen"),
         "parameters": [
             {"name": "documentList", "type": "DocumentList", "required": True, "frontendType": "dataRef",
-             "description": t("Dokumentenliste (Upstream-Output binden)"), "default": ""},
-            {"name": "targetLanguage", "type": "string", "required": True, "frontendType": "text",
+             "description": t("Dokumente aus vorherigen Schritten")},
+            {"name": "targetLanguage", "type": "str", "required": True, "frontendType": "text",
              "description": t("Zielsprache (z.B. de, en, French)")},
         ] + _AI_COMMON_PARAMS,
         "inputs": 1,
         "outputs": 1,
-        "inputPorts": {0: {"accepts": ["DocumentList", "Transit"]}},
+        "inputPorts": {0: {"accepts": ["DocumentList", "Transit", "LoopItem"]}},
         "outputPorts": {0: {"schema": "AiResult"}},
         "meta": {"icon": "mdi-translate", "color": "#9C27B0", "usesAi": True},
         "_method": "ai",
@@ -107,14 +113,14 @@ AI_NODES = [
         "description": t("Dokument in anderes Format konvertieren"),
         "parameters": [
             {"name": "documentList", "type": "DocumentList", "required": True, "frontendType": "dataRef",
-             "description": t("Dokumentenliste (Upstream-Output binden)"), "default": ""},
-            {"name": "targetFormat", "type": "string", "required": True, "frontendType": "select",
+             "description": t("Dokumente aus vorherigen Schritten")},
+            {"name": "targetFormat", "type": "str", "required": True, "frontendType": "select",
              "frontendOptions": {"options": ["docx", "pdf", "xlsx", "csv", "txt", "html", "json", "md"]},
              "description": t("Zielformat")},
         ] + _AI_COMMON_PARAMS,
         "inputs": 1,
         "outputs": 1,
-        "inputPorts": {0: {"accepts": ["DocumentList", "Transit"]}},
+        "inputPorts": {0: {"accepts": ["DocumentList", "Transit", "LoopItem"]}},
         "outputPorts": {0: {"schema": "DocumentList"}},
         "meta": {"icon": "mdi-file-convert", "color": "#9C27B0", "usesAi": True},
         "_method": "ai",
@@ -126,12 +132,26 @@ AI_NODES = [
         "label": t("Dokument generieren"),
         "description": t("Dokument aus Prompt generieren"),
         "parameters": [
-            {"name": "prompt", "type": "string", "required": True, "frontendType": "textarea",
+            {"name": "prompt", "type": "str", "required": True, "frontendType": "textarea",
              "description": t("Generierungs-Prompt")},
+            {"name": "outputFormat", "type": "str", "required": False, "frontendType": "select",
+             "frontendOptions": {"options": ["docx", "pdf", "txt", "html", "md"]},
+             "description": t("Ausgabeformat"), "default": "docx"},
+            {"name": "title", "type": "str", "required": False, "frontendType": "text",
+             "description": t("Dokumenttitel (Metadaten / Dateiname)"), "default": ""},
+            {"name": "documentType", "type": "str", "required": False, "frontendType": "select",
+             "frontendOptions": {"options": ["letter", "memo", "proposal", "contract", "report", "email"]},
+             "description": t("Dokumentart (Inhaltshinweis fuer die KI)"), "default": "proposal"},
+            {"name": "context", "type": "Any", "required": False, "frontendType": "contextBuilder",
+             "description": t("Daten aus vorherigen Schritten"), "default": ""},
+            {"name": "documentList", "type": "DocumentList", "required": False, "frontendType": "hidden",
+             "description": t("Dokumente aus vorherigen Schritten"), "default": ""},
         ] + _AI_COMMON_PARAMS,
         "inputs": 1,
         "outputs": 1,
-        "inputPorts": {0: {"accepts": ["Transit"]}},
+        "inputPorts": {0: {"accepts": [
+            "FormPayload", "Transit", "AiResult", "DocumentList", "ActionResult", "LoopItem", "TextResult",
+        ]}},
         "outputPorts": {0: {"schema": "DocumentList"}},
         "meta": {"icon": "mdi-file-plus", "color": "#9C27B0", "usesAi": True},
         "_method": "ai",
@@ -143,15 +163,21 @@ AI_NODES = [
         "label": t("Code generieren"),
         "description": t("Code aus Beschreibung generieren"),
         "parameters": [
-            {"name": "prompt", "type": "string", "required": True, "frontendType": "textarea",
+            {"name": "prompt", "type": "str", "required": True, "frontendType": "textarea",
              "description": t("Code-Generierungs-Prompt")},
-            {"name": "resultType", "type": "string", "required": False, "frontendType": "select",
+            {"name": "resultType", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["py", "js", "ts", "html", "java", "cpp", "txt", "json", "csv", "xml"]},
              "description": t("Datei-Endung der erzeugten Code-Datei"), "default": "py"},
+            {"name": "context", "type": "Any", "required": False, "frontendType": "contextBuilder",
+             "description": t("Daten aus vorherigen Schritten"), "default": ""},
+            {"name": "documentList", "type": "DocumentList", "required": False, "frontendType": "hidden",
+             "description": t("Dokumente aus vorherigen Schritten"), "default": ""},
         ] + _AI_COMMON_PARAMS,
         "inputs": 1,
         "outputs": 1,
-        "inputPorts": {0: {"accepts": ["Transit"]}},
+        "inputPorts": {0: {"accepts": [
+            "FormPayload", "Transit", "AiResult", "DocumentList", "ActionResult", "LoopItem", "TextResult",
+        ]}},
         "outputPorts": {0: {"schema": "AiResult"}},
         "meta": {"icon": "mdi-code-tags", "color": "#9C27B0", "usesAi": True},
         "_method": "ai",
@@ -163,10 +189,10 @@ AI_NODES = [
         "label": t("KI-Konsolidierung"),
         "description": t("Gesammelte Ergebnisse mit KI zusammenfassen, klassifizieren oder semantisch zusammenführen"),
         "parameters": [
-            {"name": "mode", "type": "string", "required": False, "frontendType": "select",
+            {"name": "mode", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["summarize", "classify", "semanticMerge"]},
              "description": t("Konsolidierungsmodus"), "default": "summarize"},
-            {"name": "prompt", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "prompt", "type": "str", "required": False, "frontendType": "textarea",
              "description": t("Optionaler Prompt für die Konsolidierung"), "default": ""},
         ] + _AI_COMMON_PARAMS,
         "inputs": 1,

modules/features/graphicalEditor/nodeDefinitions/clickup.py

@@ -11,23 +11,23 @@ CLICKUP_NODES = [
         "label": t("Aufgaben suchen"),
         "description": t("Aufgaben in einem Workspace suchen"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "clickup"},
              "description": t("ClickUp-Verbindung")},
-            {"name": "teamId", "type": "string", "required": True, "frontendType": "text",
+            {"name": "teamId", "type": "str", "required": True, "frontendType": "text",
              "description": t("Team-/Workspace-ID")},
-            {"name": "query", "type": "string", "required": True, "frontendType": "text",
+            {"name": "query", "type": "str", "required": True, "frontendType": "text",
              "description": t("Suchbegriff")},
-            {"name": "page", "type": "number", "required": False, "frontendType": "number",
+            {"name": "page", "type": "int", "required": False, "frontendType": "number",
              "description": t("Seite"), "default": 0},
-            {"name": "listId", "type": "string", "required": False, "frontendType": "clickupList",
+            {"name": "listId", "type": "str", "required": False, "frontendType": "clickupList",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("In dieser Liste suchen")},
-            {"name": "includeClosed", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "includeClosed", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Erledigte einbeziehen"), "default": False},
-            {"name": "fullTaskData", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "fullTaskData", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Vollständige Daten"), "default": False},
-            {"name": "matchNameOnly", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "matchNameOnly", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Nur Titel"), "default": True},
         ],
         "inputs": 1,
@@ -44,15 +44,15 @@ CLICKUP_NODES = [
         "label": t("Aufgaben auflisten"),
         "description": t("Aufgaben einer Liste auflisten"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "clickup"},
              "description": t("ClickUp-Verbindung")},
-            {"name": "pathQuery", "type": "string", "required": True, "frontendType": "clickupList",
+            {"name": "pathQuery", "type": "str", "required": True, "frontendType": "clickupList",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("Pfad zur Liste")},
-            {"name": "page", "type": "number", "required": False, "frontendType": "number",
+            {"name": "page", "type": "int", "required": False, "frontendType": "number",
              "description": t("Seite"), "default": 0},
-            {"name": "includeClosed", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "includeClosed", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Erledigte einbeziehen"), "default": False},
         ],
         "inputs": 1,
@@ -69,12 +69,12 @@ CLICKUP_NODES = [
         "label": t("Aufgabe abrufen"),
         "description": t("Eine Aufgabe abrufen"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "clickup"},
              "description": t("ClickUp-Verbindung")},
-            {"name": "taskId", "type": "string", "required": False, "frontendType": "text",
+            {"name": "taskId", "type": "str", "required": False, "frontendType": "text",
              "description": t("Task-ID")},
-            {"name": "pathQuery", "type": "string", "required": False, "frontendType": "text",
+            {"name": "pathQuery", "type": "str", "required": False, "frontendType": "text",
              "description": t("Oder Pfad")},
         ],
         "inputs": 1,
@@ -91,34 +91,34 @@ CLICKUP_NODES = [
         "label": t("Aufgabe erstellen"),
         "description": t("Aufgabe erstellen"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "clickup"},
              "description": t("ClickUp-Verbindung")},
-            {"name": "pathQuery", "type": "string", "required": False, "frontendType": "clickupList",
+            {"name": "pathQuery", "type": "str", "required": False, "frontendType": "clickupList",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("Pfad zur Liste")},
-            {"name": "listId", "type": "string", "required": False, "frontendType": "text",
+            {"name": "listId", "type": "str", "required": False, "frontendType": "text",
              "description": t("Listen-ID")},
-            {"name": "name", "type": "string", "required": True, "frontendType": "text",
+            {"name": "name", "type": "str", "required": True, "frontendType": "text",
              "description": t("Name")},
-            {"name": "description", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "description", "type": "str", "required": False, "frontendType": "textarea",
              "description": t("Beschreibung")},
-            {"name": "taskStatus", "type": "string", "required": False, "frontendType": "text",
+            {"name": "taskStatus", "type": "str", "required": False, "frontendType": "text",
              "description": t("Status")},
-            {"name": "taskPriority", "type": "string", "required": False, "frontendType": "select",
+            {"name": "taskPriority", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["1", "2", "3", "4"]},
              "description": t("Priorität 1-4")},
-            {"name": "taskDueDateMs", "type": "string", "required": False, "frontendType": "text",
+            {"name": "taskDueDateMs", "type": "str", "required": False, "frontendType": "text",
              "description": t("Fälligkeit (ms)")},
             {"name": "taskAssigneeIds", "type": "object", "required": False, "frontendType": "json",
              "description": t("Zugewiesene")},
-            {"name": "taskTimeEstimateMs", "type": "string", "required": False, "frontendType": "text",
+            {"name": "taskTimeEstimateMs", "type": "str", "required": False, "frontendType": "text",
              "description": t("Zeitschätzung (ms)")},
-            {"name": "taskTimeEstimateHours", "type": "string", "required": False, "frontendType": "text",
+            {"name": "taskTimeEstimateHours", "type": "str", "required": False, "frontendType": "text",
              "description": t("Zeitschätzung (h)")},
             {"name": "customFieldValues", "type": "object", "required": False, "frontendType": "json",
              "description": t("Benutzerdefinierte Felder")},
-            {"name": "taskFields", "type": "string", "required": False, "frontendType": "json",
+            {"name": "taskFields", "type": "str", "required": False, "frontendType": "json",
              "description": t("Zusätzliches JSON")},
         ],
         "inputs": 1,
@@ -135,14 +135,14 @@ CLICKUP_NODES = [
         "label": t("Aufgabe aktualisieren"),
         "description": t("Felder der Aufgabe ändern"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "clickup"},
              "description": t("ClickUp-Verbindung")},
-            {"name": "taskId", "type": "string", "required": False, "frontendType": "text",
+            {"name": "taskId", "type": "str", "required": False, "frontendType": "text",
              "description": t("Task-ID")},
-            {"name": "path", "type": "string", "required": False, "frontendType": "text",
+            {"name": "path", "type": "str", "required": False, "frontendType": "text",
              "description": t("Oder Pfad")},
-            {"name": "taskUpdate", "type": "string", "required": False, "frontendType": "json",
+            {"name": "taskUpdate", "type": "str", "required": False, "frontendType": "json",
              "description": t("JSON-Body für PUT /task/{id}, z.B. {\"name\":\"...\",\"status\":\"...\"}")},
         ],
         "inputs": 1,
@@ -159,16 +159,16 @@ CLICKUP_NODES = [
         "label": t("Anhang hochladen"),
         "description": t("Datei an Task anhängen"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "clickup"},
              "description": t("ClickUp-Verbindung")},
-            {"name": "taskId", "type": "string", "required": False, "frontendType": "text",
+            {"name": "taskId", "type": "str", "required": False, "frontendType": "text",
              "description": t("Task-ID")},
-            {"name": "path", "type": "string", "required": False, "frontendType": "text",
+            {"name": "path", "type": "str", "required": False, "frontendType": "text",
              "description": t("Oder Pfad")},
-            {"name": "fileName", "type": "string", "required": False, "frontendType": "text",
+            {"name": "fileName", "type": "str", "required": False, "frontendType": "text",
              "description": t("Dateiname")},
-            {"name": "content", "type": "string", "required": True, "frontendType": "hidden",
+            {"name": "content", "type": "str", "required": True, "frontendType": "hidden",
              "description": t("Datei-Inhalt aus Upstream-Node (via Wire oder DataRef)"), "default": ""},
         ],
         "inputs": 1,

modules/features/graphicalEditor/nodeDefinitions/context.py

@@ -10,7 +10,7 @@ CONTEXT_NODES = [
         "label": t("Inhalt extrahieren"),
         "description": t("Dokumentstruktur extrahieren ohne KI (Seiten, Abschnitte, Bilder, Tabellen)"),
         "parameters": [
-            {"name": "documentList", "type": "string", "required": True, "frontendType": "hidden",
+            {"name": "documentList", "type": "str", "required": True, "frontendType": "hidden",
              "description": t("Dokumentenliste (via Wire oder DataRef)"), "default": ""},
             {"name": "extractionOptions", "type": "object", "required": False, "frontendType": "json",
              "description": t(

modules/features/graphicalEditor/nodeDefinitions/data.py

@@ -10,7 +10,7 @@ DATA_NODES = [
         "label": t("Sammeln"),
         "description": t("Ergebnisse aus Schleifen-Iterationen sammeln"),
         "parameters": [
-            {"name": "mode", "type": "string", "required": False, "frontendType": "select",
+            {"name": "mode", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["collect", "concat", "sum", "count"]},
              "description": t("Aggregationsmodus"), "default": "collect"},
         ],
@@ -27,9 +27,9 @@ DATA_NODES = [
         "label": t("Filtern"),
         "description": t("Elemente nach Bedingung filtern"),
         "parameters": [
-            {"name": "condition", "type": "string", "required": True, "frontendType": "filterExpression",
+            {"name": "condition", "type": "str", "required": True, "frontendType": "filterExpression",
              "description": t("Filterbedingung")},
-            {"name": "udmContentType", "type": "string", "required": False, "frontendType": "select",
+            {"name": "udmContentType", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["", "text", "image", "table", "code", "media", "link", "formula"]},
              "description": t("UDM-ContentType-Filter (optional, leer = kein UDM-Filter)"), "default": ""},
         ],
@@ -46,10 +46,10 @@ DATA_NODES = [
         "label": t("Konsolidieren"),
         "description": t("Gesammelte Ergebnisse deterministisch zusammenführen (Tabelle, CSV, Merge)"),
         "parameters": [
-            {"name": "mode", "type": "string", "required": False, "frontendType": "select",
+            {"name": "mode", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["table", "concat", "merge", "csvJoin"]},
              "description": t("Konsolidierungsmodus"), "default": "table"},
-            {"name": "separator", "type": "string", "required": False, "frontendType": "text",
+            {"name": "separator", "type": "str", "required": False, "frontendType": "text",
              "description": t("Trennzeichen (für concat/csvJoin)"), "default": "\n"},
         ],
         "inputs": 1,

modules/features/graphicalEditor/nodeDefinitions/email.py

@@ -10,14 +10,14 @@ EMAIL_NODES = [
         "label": t("E-Mail prüfen"),
         "description": t("Neue E-Mails prüfen"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("E-Mail-Konto Verbindung")},
-            {"name": "folder", "type": "string", "required": False, "frontendType": "text",
+            {"name": "folder", "type": "str", "required": False, "frontendType": "text",
              "description": t("Ordner"), "default": "Inbox"},
-            {"name": "limit", "type": "number", "required": False, "frontendType": "number",
+            {"name": "limit", "type": "int", "required": False, "frontendType": "number",
              "description": t("Max E-Mails"), "default": 100},
-            {"name": "filter", "type": "string", "required": False, "frontendType": "text",
+            {"name": "filter", "type": "str", "required": False, "frontendType": "text",
              "description": t("Filter-Ausdruck (z.B. 'from:max@example.com hasAttachment:true betreff')"), "default": ""},
         ],
         "inputs": 1,
@@ -34,14 +34,14 @@ EMAIL_NODES = [
         "label": t("E-Mail suchen"),
         "description": t("E-Mails suchen"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("E-Mail-Konto Verbindung")},
-            {"name": "query", "type": "string", "required": True, "frontendType": "text",
+            {"name": "query", "type": "str", "required": True, "frontendType": "text",
              "description": t("Suchausdruck (z.B. 'from:max@example.com hasAttachments:true Rechnung')")},
-            {"name": "folder", "type": "string", "required": False, "frontendType": "text",
+            {"name": "folder", "type": "str", "required": False, "frontendType": "text",
              "description": t("Ordner"), "default": "All"},
-            {"name": "limit", "type": "number", "required": False, "frontendType": "number",
+            {"name": "limit", "type": "int", "required": False, "frontendType": "number",
              "description": t("Max E-Mails"), "default": 100},
         ],
         "inputs": 1,
@@ -59,19 +59,19 @@ EMAIL_NODES = [
         "description": t(
             "AI-gestützt einen E-Mail-Entwurf aus Kontext und optionalen Dokumenten erstellen"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("E-Mail-Konto")},
-            {"name": "context", "type": "string", "required": False, "frontendType": "templateTextarea",
-             "description": t("Kontext / Brief-Beschreibung für die KI-Komposition"), "default": ""},
-            {"name": "to", "type": "string", "required": False, "frontendType": "text",
+            {"name": "context", "type": "Any", "required": False, "frontendType": "templateTextarea",
+             "description": t("Daten aus vorherigen Schritten (oder direkte Beschreibung)"), "default": ""},
+            {"name": "to", "type": "str", "required": False, "frontendType": "text",
              "description": t("Empfänger (komma-separiert, optional für Entwurf)"), "default": ""},
-            {"name": "documentList", "type": "string", "required": False, "frontendType": "hidden",
+            {"name": "documentList", "type": "str", "required": False, "frontendType": "hidden",
              "description": t("Anhang-Dokumente (via Wire oder DataRef)"), "default": ""},
-            {"name": "emailContent", "type": "string", "required": False, "frontendType": "hidden",
+            {"name": "emailContent", "type": "str", "required": False, "frontendType": "hidden",
              "description": t("Direkt vorbereiteter Inhalt {subject, body, to} (via Wire — überspringt KI)"),
              "default": ""},
-            {"name": "emailStyle", "type": "string", "required": False, "frontendType": "select",
+            {"name": "emailStyle", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["formal", "casual", "business"]},
              "description": t("Stil"), "default": "business"},
         ],

modules/features/graphicalEditor/nodeDefinitions/file.py

@@ -10,25 +10,21 @@ FILE_NODES = [
         "label": t("Datei erstellen"),
         "description": t("Erstellt eine Datei aus Kontext (Text/Markdown von KI)."),
         "parameters": [
-            {"name": "contentSources", "type": "json", "required": False, "frontendType": "json",
-             "description": t("Kontext-Quellen"), "default": []},
-            {"name": "outputFormat", "type": "string", "required": True, "frontendType": "select",
+            {"name": "outputFormat", "type": "str", "required": True, "frontendType": "select",
              "frontendOptions": {"options": ["docx", "pdf", "txt", "html", "md"]},
              "description": t("Ausgabeformat"), "default": "docx"},
-            {"name": "title", "type": "string", "required": False, "frontendType": "text",
+            {"name": "title", "type": "str", "required": False, "frontendType": "text",
              "description": t("Dokumenttitel")},
-            {"name": "templateName", "type": "string", "required": False, "frontendType": "select",
-             "frontendOptions": {"options": ["default", "corporate", "minimal"]},
-             "description": t("Stil-Vorlage")},
-            {"name": "language", "type": "string", "required": False, "frontendType": "select",
-             "frontendOptions": {"options": ["de", "en", "fr"]},
-             "description": t("Sprache"), "default": "de"},
-            {"name": "context", "type": "string", "required": False, "frontendType": "hidden",
-             "description": t("Inhalt (via Wire oder DataRef)"), "default": ""},
+            {"name": "context", "type": "Any", "required": False, "frontendType": "contextBuilder",
+             "description": t("Daten aus vorherigen Schritten"), "default": ""},
         ],
         "inputs": 1,
         "outputs": 1,
-        "inputPorts": {0: {"accepts": ["AiResult", "TextResult", "Transit"]}},
+<<<<<<< HEAD
+        "inputPorts": {0: {"accepts": ["AiResult", "TextResult", "Transit", "FormPayload", "LoopItem", "ActionResult"]}},
+=======
+        "inputPorts": {0: {"accepts": ["AiResult", "TextResult", "Transit", "FormPayload"]}},
+>>>>>>> 875f8252 (ValueOn Lead to Offer durchgespielt, bugfixes in Dateigenerierung und ai nodes)
         "outputPorts": {0: {"schema": "DocumentList"}},
         "meta": {"icon": "mdi-file-plus-outline", "color": "#2196F3", "usesAi": False},
         "_method": "file",

modules/features/graphicalEditor/nodeDefinitions/flow.py

@@ -3,25 +3,46 @@
 
 from modules.shared.i18nRegistry import t
 
+# Ports, die typische Schritt-Ausgaben durchreichen (nicht nur leerer Transit).
+_FLOW_INPUT_SCHEMAS = [
+    "Transit",
+    "FormPayload",
+    "AiResult",
+    "TextResult",
+    "ActionResult",
+    "DocumentList",
+    "FileList",
+    "EmailList",
+    "TaskList",
+    "QueryResult",
+    "MergeResult",
+    "LoopItem",
+    "BoolResult",
+    "UdmDocument",
+]
+
 FLOW_NODES = [
     {
         "id": "flow.ifElse",
         "category": "flow",
         "label": t("Wenn / Sonst"),
-        "description": t("Verzweigung nach Bedingung"),
+        "description": t(
+            "Verzweigt anhand einer Bedingung auf ein vorheriges Feld oder einen Ausdruck. "
+            "Die Daten vom Eingangskanal werden an den gewählten Ausgang durchgereicht."
+        ),
         "parameters": [
             {
                 "name": "condition",
-                "type": "string",
+                "type": "json",
                 "required": True,
                 "frontendType": "condition",
-                "description": t("Bedingung"),
+                "description": t("Bedingung: Feld aus einem vorherigen Schritt und Vergleich"),
             },
         ],
         "inputs": 1,
         "outputs": 2,
         "outputLabels": [t("Ja"), t("Nein")],
-        "inputPorts": {0: {"accepts": ["Transit"]}},
+        "inputPorts": {0: {"accepts": list(_FLOW_INPUT_SCHEMAS)}},
         "outputPorts": {0: {"schema": "Transit"}, 1: {"schema": "Transit"}},
         "executor": "flow",
         "meta": {"icon": "mdi-source-branch", "color": "#FF9800", "usesAi": False},
@@ -30,26 +51,29 @@ FLOW_NODES = [
         "id": "flow.switch",
         "category": "flow",
         "label": t("Switch"),
-        "description": t("Mehrere Zweige nach Wert"),
+        "description": t(
+            "Mehrere Zweige nach einem Wert aus einem vorherigen Schritt (Data Picker). "
+            "Definiere Fälle mit Vergleichsoperator; der Eingang wird an den ersten passenden Zweig durchgereicht."
+        ),
         "parameters": [
             {
                 "name": "value",
-                "type": "string",
+                "type": "Any",
                 "required": True,
-                "frontendType": "text",
-                "description": t("Zu vergleichender Wert"),
+                "frontendType": "dataRef",
+                "description": t("Wert zum Vergleichen (Feld aus einem vorherigen Schritt)"),
             },
             {
                 "name": "cases",
                 "type": "array",
                 "required": False,
                 "frontendType": "caseList",
-                "description": t("Fälle"),
+                "description": t("Fälle: Operator und Vergleichswert"),
             },
         ],
         "inputs": 1,
         "outputs": 1,
-        "inputPorts": {0: {"accepts": ["Transit"]}},
+        "inputPorts": {0: {"accepts": list(_FLOW_INPUT_SCHEMAS)}},
         "outputPorts": {0: {"schema": "Transit"}},
         "executor": "flow",
         "meta": {"icon": "mdi-swap-horizontal", "color": "#FF9800", "usesAi": False},
@@ -57,39 +81,43 @@ FLOW_NODES = [
     {
         "id": "flow.loop",
         "category": "flow",
-        "label": t("Schleife / Für Jedes"),
-        "description": t("Über Array-Elemente oder UDM-Strukturebenen iterieren"),
+        "label": t("Schleife / Für jedes"),
+        "description": t(
+            "Iteriert über ein Array aus einem vorherigen Schritt (z. B. documente, Zeilen, Listeneinträge). "
+            "Optional: UDM-Ebene für strukturierte Dokumente."
+        ),
         "parameters": [
             {
                 "name": "items",
-                "type": "string",
+                "type": "Any",
                 "required": True,
-                "frontendType": "text",
-                "description": t("Pfad zum Array"),
+                "frontendType": "dataRef",
+                "description": t("Liste oder Sammlung zum Durchlaufen (im Data Picker wählen)"),
             },
             {
                 "name": "level",
-                "type": "string",
+                "type": "str",
                 "required": False,
                 "frontendType": "select",
                 "frontendOptions": {"options": ["auto", "documents", "structuralNodes", "contentBlocks"]},
-                "description": t("UDM-Iterationsebene"),
+                "description": t("Nur bei UDM-Daten: welche Strukturebene als Elemente verwendet wird"),
                 "default": "auto",
             },
             {
                 "name": "concurrency",
-                "type": "number",
+                "type": "int",
                 "required": False,
                 "frontendType": "number",
                 "frontendOptions": {"min": 1, "max": 20},
-                "description": t("Parallele Iterationen (1 = sequentiell)"),
+                "description": t("Parallele Durchläufe (1 = nacheinander)"),
                 "default": 1,
             },
         ],
         "inputs": 1,
         "outputs": 1,
         "inputPorts": {0: {"accepts": [
-            "Transit", "UdmDocument", "EmailList", "DocumentList", "FileList", "TaskList", "ActionResult",
+            "Transit", "UdmDocument", "EmailList", "DocumentList", "FileList", "TaskList",
+            "ActionResult", "AiResult", "QueryResult", "FormPayload",
         ]}},
         "outputPorts": {0: {"schema": "LoopItem"}},
         "executor": "flow",
@@ -99,30 +127,36 @@ FLOW_NODES = [
         "id": "flow.merge",
         "category": "flow",
         "label": t("Zusammenführen"),
-        "description": t("Mehrere Zweige zusammenführen (2-5 Eingänge)"),
+        "description": t(
+            "Führt 2–5 Zweige zusammen, wenn alle verbunden sind. "
+            "Modus legt fest, wie die Eingabeobjekte im Ergebnis kombiniert werden."
+        ),
         "parameters": [
             {
                 "name": "mode",
-                "type": "string",
+                "type": "str",
                 "required": False,
                 "frontendType": "select",
                 "frontendOptions": {"options": ["first", "all", "append"]},
-                "description": t("Zusammenführungsmodus"),
+                "description": t("first: erster Zweig; all: Dict-Felder zusammenführen; append: Listen anhängen"),
                 "default": "first",
             },
             {
                 "name": "inputCount",
-                "type": "number",
+                "type": "int",
                 "required": False,
                 "frontendType": "number",
                 "frontendOptions": {"min": 2, "max": 5},
-                "description": t("Anzahl Eingänge"),
+                "description": t("Anzahl Eingänge dieses Nodes (2–5)"),
                 "default": 2,
             },
         ],
         "inputs": 2,
         "outputs": 1,
-        "inputPorts": {0: {"accepts": ["Transit"]}, 1: {"accepts": ["Transit"]}},
+        "inputPorts": {
+            0: {"accepts": list(_FLOW_INPUT_SCHEMAS)},
+            1: {"accepts": list(_FLOW_INPUT_SCHEMAS)},
+        },
         "outputPorts": {0: {"schema": "MergeResult"}},
         "executor": "flow",
         "meta": {"icon": "mdi-call-merge", "color": "#FF9800", "usesAi": False},

modules/features/graphicalEditor/nodeDefinitions/input.py

@@ -3,6 +3,18 @@
 
 from modules.shared.i18nRegistry import t
 
+# Canonical form field types — single source of truth.
+# portType maps to the PORT_TYPE_CATALOG primitive used by DataPicker / validateGraph.
+FORM_FIELD_TYPES = [
+    {"id": "text",     "label": "Text (einzeilig)",  "portType": "str"},
+    {"id": "textarea", "label": "Text (mehrzeilig)", "portType": "str"},
+    {"id": "number",   "label": "Zahl",              "portType": "int"},
+    {"id": "boolean",  "label": "Ja/Nein",           "portType": "bool"},
+    {"id": "date",     "label": "Datum",             "portType": "str"},
+    {"id": "email",    "label": "E-Mail",            "portType": "str"},
+    {"id": "select",   "label": "Auswahl",           "portType": "str"},
+]
+
 INPUT_NODES = [
     {
         "id": "input.form",
@@ -32,11 +44,11 @@ INPUT_NODES = [
         "label": t("Genehmigung"),
         "description": t("Benutzer genehmigt oder lehnt ab"),
         "parameters": [
-            {"name": "title", "type": "string", "required": True, "frontendType": "text",
+            {"name": "title", "type": "str", "required": True, "frontendType": "text",
              "description": t("Genehmigungstitel")},
-            {"name": "description", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "description", "type": "str", "required": False, "frontendType": "textarea",
              "description": t("Was genehmigt werden soll")},
-            {"name": "approvalType", "type": "string", "required": False, "frontendType": "select",
+            {"name": "approvalType", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["generic", "document"]},
              "description": t("Typ: document oder generic"), "default": "generic"},
         ],
@@ -53,14 +65,14 @@ INPUT_NODES = [
         "label": t("Upload"),
         "description": t("Benutzer lädt Datei(en) hoch"),
         "parameters": [
-            {"name": "accept", "type": "string", "required": False, "frontendType": "text",
+            {"name": "accept", "type": "str", "required": False, "frontendType": "text",
              "description": t("Accept-String"), "default": ""},
             {"name": "allowedTypes", "type": "json", "required": False, "frontendType": "multiselect",
              "frontendOptions": {"options": ["pdf", "docx", "xlsx", "pptx", "txt", "csv", "jpg", "png", "gif"]},
              "description": t("Ausgewählte Dateitypen"), "default": []},
-            {"name": "maxSize", "type": "number", "required": False, "frontendType": "number",
+            {"name": "maxSize", "type": "int", "required": False, "frontendType": "number",
              "description": t("Max. Dateigröße in MB"), "default": 10},
-            {"name": "multiple", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "multiple", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Mehrere Dateien erlauben"), "default": False},
         ],
         "inputs": 1,
@@ -76,9 +88,9 @@ INPUT_NODES = [
         "label": t("Kommentar"),
         "description": t("Benutzer fügt einen Kommentar hinzu"),
         "parameters": [
-            {"name": "placeholder", "type": "string", "required": False, "frontendType": "text",
+            {"name": "placeholder", "type": "str", "required": False, "frontendType": "text",
              "description": t("Platzhalter"), "default": ""},
-            {"name": "required", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "required", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Kommentar erforderlich"), "default": True},
         ],
         "inputs": 1,
@@ -94,9 +106,9 @@ INPUT_NODES = [
         "label": t("Prüfung"),
         "description": t("Benutzer prüft Inhalt"),
         "parameters": [
-            {"name": "contentRef", "type": "string", "required": True, "frontendType": "text",
+            {"name": "contentRef", "type": "str", "required": True, "frontendType": "text",
              "description": t("Referenz auf Inhalt")},
-            {"name": "reviewType", "type": "string", "required": False, "frontendType": "select",
+            {"name": "reviewType", "type": "str", "required": False, "frontendType": "select",
              "frontendOptions": {"options": ["generic", "document"]},
              "description": t("Art der Prüfung"), "default": "generic"},
         ],
@@ -115,7 +127,7 @@ INPUT_NODES = [
         "parameters": [
             {"name": "options", "type": "json", "required": True, "frontendType": "keyValueRows",
              "description": t("Optionen"), "default": []},
-            {"name": "multiple", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "multiple", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Mehrfachauswahl erlauben"), "default": False},
         ],
         "inputs": 1,
@@ -131,11 +143,11 @@ INPUT_NODES = [
         "label": t("Bestätigung"),
         "description": t("Benutzer bestätigt Ja/Nein"),
         "parameters": [
-            {"name": "question", "type": "string", "required": True, "frontendType": "text",
+            {"name": "question", "type": "str", "required": True, "frontendType": "text",
              "description": t("Zu bestätigende Frage")},
-            {"name": "confirmLabel", "type": "string", "required": False, "frontendType": "text",
+            {"name": "confirmLabel", "type": "str", "required": False, "frontendType": "text",
              "description": t("Label für Bestätigen-Button"), "default": "Confirm"},
-            {"name": "rejectLabel", "type": "string", "required": False, "frontendType": "text",
+            {"name": "rejectLabel", "type": "str", "required": False, "frontendType": "text",
              "description": t("Label für Ablehnen-Button"), "default": "Reject"},
         ],
         "inputs": 1,

modules/features/graphicalEditor/nodeDefinitions/redmine.py

@@ -25,7 +25,7 @@ REDMINE_NODES = [
         "description": t("Einzelnes Redmine-Ticket aus dem Mirror laden."),
         "parameters": [
             dict(_REDMINE_INSTANCE_PARAM),
-            {"name": "ticketId", "type": "number", "required": True, "frontendType": "number",
+            {"name": "ticketId", "type": "int", "required": True, "frontendType": "number",
              "description": t("Redmine-Ticket-ID")},
         ],
         "inputs": 1,
@@ -43,17 +43,17 @@ REDMINE_NODES = [
         "description": t("Tickets aus dem lokalen Mirror mit Filtern (Tracker, Status, Zeitraum, Zuweisung)."),
         "parameters": [
             dict(_REDMINE_INSTANCE_PARAM),
-            {"name": "trackerIds", "type": "string", "required": False, "frontendType": "text",
+            {"name": "trackerIds", "type": "str", "required": False, "frontendType": "text",
              "description": t("Tracker-IDs (Komma-separiert)"), "default": ""},
-            {"name": "status", "type": "string", "required": False, "frontendType": "text",
+            {"name": "status", "type": "str", "required": False, "frontendType": "text",
              "description": t("Status-Filter: open | closed | *"), "default": "*"},
-            {"name": "dateFrom", "type": "string", "required": False, "frontendType": "date",
+            {"name": "dateFrom", "type": "str", "required": False, "frontendType": "date",
              "description": t("Zeitraum ab (ISO-Datum)"), "default": ""},
-            {"name": "dateTo", "type": "string", "required": False, "frontendType": "date",
+            {"name": "dateTo", "type": "str", "required": False, "frontendType": "date",
              "description": t("Zeitraum bis (ISO-Datum)"), "default": ""},
-            {"name": "assignedToId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "assignedToId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Nur Tickets dieses Benutzers (ID)")},
-            {"name": "limit", "type": "number", "required": False, "frontendType": "number",
+            {"name": "limit", "type": "int", "required": False, "frontendType": "number",
              "description": t("Max. Anzahl Tickets (1-500)"), "default": 100},
         ],
         "inputs": 1,
@@ -71,21 +71,21 @@ REDMINE_NODES = [
         "description": t("Neues Ticket in Redmine anlegen. Mirror wird sofort aktualisiert."),
         "parameters": [
             dict(_REDMINE_INSTANCE_PARAM),
-            {"name": "subject", "type": "string", "required": True, "frontendType": "text",
+            {"name": "subject", "type": "str", "required": True, "frontendType": "text",
              "description": t("Ticket-Titel")},
-            {"name": "trackerId", "type": "number", "required": True, "frontendType": "number",
+            {"name": "trackerId", "type": "int", "required": True, "frontendType": "number",
              "description": t("Tracker-ID (Userstory, Feature, Task, ...)")},
-            {"name": "description", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "description", "type": "str", "required": False, "frontendType": "textarea",
              "description": t("Ticket-Beschreibung"), "default": ""},
-            {"name": "statusId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "statusId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Status-ID (optional)")},
-            {"name": "priorityId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "priorityId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Prioritaet-ID (optional)")},
-            {"name": "assignedToId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "assignedToId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Zugewiesene Benutzer-ID (optional)")},
-            {"name": "parentIssueId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "parentIssueId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Uebergeordnetes Ticket (optional)")},
-            {"name": "customFields", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "customFields", "type": "str", "required": False, "frontendType": "textarea",
              "description": t("Custom Fields als JSON {id: value}"), "default": ""},
         ],
         "inputs": 1,
@@ -103,25 +103,25 @@ REDMINE_NODES = [
         "description": t("Felder eines Redmine-Tickets aktualisieren. Nur gesetzte Felder werden uebertragen."),
         "parameters": [
             dict(_REDMINE_INSTANCE_PARAM),
-            {"name": "ticketId", "type": "number", "required": True, "frontendType": "number",
+            {"name": "ticketId", "type": "int", "required": True, "frontendType": "number",
              "description": t("Ticket-ID")},
-            {"name": "subject", "type": "string", "required": False, "frontendType": "text",
+            {"name": "subject", "type": "str", "required": False, "frontendType": "text",
              "description": t("Neuer Titel")},
-            {"name": "description", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "description", "type": "str", "required": False, "frontendType": "textarea",
              "description": t("Neue Beschreibung")},
-            {"name": "trackerId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "trackerId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Neuer Tracker")},
-            {"name": "statusId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "statusId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Neuer Status")},
-            {"name": "priorityId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "priorityId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Neue Prioritaet")},
-            {"name": "assignedToId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "assignedToId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Neue Zuweisung")},
-            {"name": "parentIssueId", "type": "number", "required": False, "frontendType": "number",
+            {"name": "parentIssueId", "type": "int", "required": False, "frontendType": "number",
              "description": t("Neues Parent-Ticket")},
-            {"name": "notes", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "notes", "type": "str", "required": False, "frontendType": "textarea",
              "description": t("Kommentar (Journal-Eintrag)"), "default": ""},
-            {"name": "customFields", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "customFields", "type": "str", "required": False, "frontendType": "textarea",
              "description": t("Custom Fields als JSON {id: value}"), "default": ""},
         ],
         "inputs": 1,
@@ -139,13 +139,13 @@ REDMINE_NODES = [
         "description": t("Aggregierte Kennzahlen (KPIs, Durchsatz, Status-Verteilung, Backlog) aus dem Mirror."),
         "parameters": [
             dict(_REDMINE_INSTANCE_PARAM),
-            {"name": "dateFrom", "type": "string", "required": False, "frontendType": "date",
+            {"name": "dateFrom", "type": "str", "required": False, "frontendType": "date",
              "description": t("Zeitraum ab")},
-            {"name": "dateTo", "type": "string", "required": False, "frontendType": "date",
+            {"name": "dateTo", "type": "str", "required": False, "frontendType": "date",
              "description": t("Zeitraum bis")},
-            {"name": "bucket", "type": "string", "required": False, "frontendType": "text",
+            {"name": "bucket", "type": "str", "required": False, "frontendType": "text",
              "description": t("Bucket: day | week | month"), "default": "week"},
-            {"name": "trackerIds", "type": "string", "required": False, "frontendType": "text",
+            {"name": "trackerIds", "type": "str", "required": False, "frontendType": "text",
              "description": t("Tracker-IDs (Komma-separiert)"), "default": ""},
         ],
         "inputs": 1,
@@ -163,7 +163,7 @@ REDMINE_NODES = [
         "description": t("Tickets und Beziehungen aus Redmine in den lokalen Mirror uebernehmen."),
         "parameters": [
             dict(_REDMINE_INSTANCE_PARAM),
-            {"name": "force", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "force", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Vollsync erzwingen (ignoriert lastSyncAt)"), "default": False},
         ],
         "inputs": 1,

modules/features/graphicalEditor/nodeDefinitions/sharepoint.py

@@ -10,14 +10,14 @@ SHAREPOINT_NODES = [
         "label": t("Datei finden"),
         "description": t("Datei nach Pfad oder Suche finden"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("SharePoint-Verbindung")},
-            {"name": "searchQuery", "type": "string", "required": True, "frontendType": "text",
+            {"name": "searchQuery", "type": "str", "required": True, "frontendType": "text",
              "description": t("Suchanfrage oder Pfad")},
-            {"name": "site", "type": "string", "required": False, "frontendType": "text",
+            {"name": "site", "type": "str", "required": False, "frontendType": "text",
              "description": t("Optionaler Site-Hinweis"), "default": ""},
-            {"name": "maxResults", "type": "number", "required": False, "frontendType": "number",
+            {"name": "maxResults", "type": "int", "required": False, "frontendType": "number",
              "description": t("Max Ergebnisse"), "default": 1000},
         ],
         "inputs": 1,
@@ -34,10 +34,10 @@ SHAREPOINT_NODES = [
         "label": t("Datei lesen"),
         "description": t("Inhalt aus Datei extrahieren"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("SharePoint-Verbindung")},
-            {"name": "pathQuery", "type": "string", "required": True, "frontendType": "sharepointFile",
+            {"name": "pathQuery", "type": "str", "required": True, "frontendType": "sharepointFile",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("Dateipfad")},
         ],
@@ -55,13 +55,13 @@ SHAREPOINT_NODES = [
         "label": t("Datei hochladen"),
         "description": t("Datei zu SharePoint hochladen"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("SharePoint-Verbindung")},
-            {"name": "pathQuery", "type": "string", "required": True, "frontendType": "sharepointFolder",
+            {"name": "pathQuery", "type": "str", "required": True, "frontendType": "sharepointFolder",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("Zielordner-Pfad")},
-            {"name": "content", "type": "string", "required": True, "frontendType": "hidden",
+            {"name": "content", "type": "str", "required": True, "frontendType": "hidden",
              "description": t("Datei-Inhalt aus Upstream-Node (via Wire oder DataRef)"), "default": ""},
         ],
         "inputs": 1,
@@ -78,10 +78,10 @@ SHAREPOINT_NODES = [
         "label": t("Dateien auflisten"),
         "description": t("Dateien in Ordner auflisten"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("SharePoint-Verbindung")},
-            {"name": "pathQuery", "type": "string", "required": False, "frontendType": "sharepointFolder",
+            {"name": "pathQuery", "type": "str", "required": False, "frontendType": "sharepointFolder",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("Ordnerpfad"), "default": "/"},
         ],
@@ -99,10 +99,10 @@ SHAREPOINT_NODES = [
         "label": t("Datei herunterladen"),
         "description": t("Datei vom Pfad herunterladen"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("SharePoint-Verbindung")},
-            {"name": "pathQuery", "type": "string", "required": True, "frontendType": "sharepointFile",
+            {"name": "pathQuery", "type": "str", "required": True, "frontendType": "sharepointFile",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("Vollständiger Dateipfad")},
         ],
@@ -120,13 +120,13 @@ SHAREPOINT_NODES = [
         "label": t("Datei kopieren"),
         "description": t("Datei an Ziel kopieren"),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": True, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": True, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("SharePoint-Verbindung")},
-            {"name": "sourcePath", "type": "string", "required": True, "frontendType": "sharepointFile",
+            {"name": "sourcePath", "type": "str", "required": True, "frontendType": "sharepointFile",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("Quelldatei-Pfad")},
-            {"name": "destPath", "type": "string", "required": True, "frontendType": "sharepointFolder",
+            {"name": "destPath", "type": "str", "required": True, "frontendType": "sharepointFolder",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("Zielordner")},
         ],

modules/features/graphicalEditor/nodeDefinitions/triggers.py

@@ -46,7 +46,7 @@ TRIGGER_NODES = [
         "parameters": [
             {
                 "name": "cron",
-                "type": "string",
+                "type": "str",
                 "required": False,
                 "frontendType": "cron",
                 "description": t("Cron-Ausdruck"),

modules/features/graphicalEditor/nodeDefinitions/trustee.py

@@ -25,11 +25,11 @@ TRUSTEE_NODES = [
         "description": t("Buchhaltungsdaten aus externem System importieren/aktualisieren."),
         "parameters": [
             dict(_TRUSTEE_INSTANCE_PARAM),
-            {"name": "forceRefresh", "type": "boolean", "required": False, "frontendType": "checkbox",
+            {"name": "forceRefresh", "type": "bool", "required": False, "frontendType": "checkbox",
              "description": t("Import erzwingen"), "default": False},
-            {"name": "dateFrom", "type": "string", "required": False, "frontendType": "date",
+            {"name": "dateFrom", "type": "str", "required": False, "frontendType": "date",
              "description": t("Startdatum"), "default": ""},
-            {"name": "dateTo", "type": "string", "required": False, "frontendType": "date",
+            {"name": "dateTo", "type": "str", "required": False, "frontendType": "date",
              "description": t("Enddatum"), "default": ""},
         ],
         "inputs": 1,
@@ -46,14 +46,14 @@ TRUSTEE_NODES = [
         "label": t("Dokumente extrahieren"),
         "description": t("Dokumenttyp und Daten aus PDF/JPG per AI extrahieren."),
         "parameters": [
-            {"name": "connectionReference", "type": "string", "required": False, "frontendType": "userConnection",
+            {"name": "connectionReference", "type": "str", "required": False, "frontendType": "userConnection",
              "frontendOptions": {"authority": "msft"},
              "description": t("SharePoint-Verbindung"), "default": ""},
-            {"name": "sharepointFolder", "type": "string", "required": False, "frontendType": "sharepointFolder",
+            {"name": "sharepointFolder", "type": "str", "required": False, "frontendType": "sharepointFolder",
              "frontendOptions": {"dependsOn": "connectionReference"},
              "description": t("SharePoint-Ordnerpfad"), "default": ""},
             dict(_TRUSTEE_INSTANCE_PARAM),
-            {"name": "prompt", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "prompt", "type": "str", "required": False, "frontendType": "textarea",
              "description": t("AI-Prompt für Extraktion"), "default": ""},
         ],
         "inputs": 1,
@@ -77,7 +77,7 @@ TRUSTEE_NODES = [
             # is List[ActionDocument] (see datamodelChat.ActionResult). The
             # DataPicker uses this string to filter compatible upstream paths.
             {"name": "documentList", "type": "List[ActionDocument]", "required": True, "frontendType": "dataRef",
-             "description": t("Dokumentenliste — gebunden via DataRef.")},
+             "description": t("Dokumente aus vorherigen Schritten")},
             dict(_TRUSTEE_INSTANCE_PARAM),
         ],
         "inputs": 1,
@@ -95,7 +95,7 @@ TRUSTEE_NODES = [
         "description": t("Trustee-Positionen in Buchhaltungssystem übertragen."),
         "parameters": [
             {"name": "documentList", "type": "List[ActionDocument]", "required": True, "frontendType": "dataRef",
-             "description": t("Verarbeitete Dokumentenliste — gebunden via DataRef.")},
+             "description": t("Dokumente aus vorherigen Schritten")},
             dict(_TRUSTEE_INSTANCE_PARAM),
         ],
         "inputs": 1,
@@ -113,25 +113,25 @@ TRUSTEE_NODES = [
         "description": t("Daten aus der Trustee-DB lesen (Lookup, Aggregation, Roh-Export). Pendant zu refreshAccountingData ohne externen Sync."),
         "parameters": [
             dict(_TRUSTEE_INSTANCE_PARAM),
-            {"name": "mode", "type": "string", "required": True, "frontendType": "select",
+            {"name": "mode", "type": "str", "required": True, "frontendType": "select",
              "frontendOptions": {"options": ["lookup", "raw", "aggregate"]},
              "description": t("Abfragemodus"), "default": "lookup"},
-            {"name": "entity", "type": "string", "required": True, "frontendType": "select",
+            {"name": "entity", "type": "str", "required": True, "frontendType": "select",
              "frontendOptions": {"options": ["tenantWithRent", "contact", "journalLines", "accounts", "balances"]},
              "description": t("Entität, die gelesen werden soll"), "default": "tenantWithRent"},
-            {"name": "tenantNameRef", "type": "string", "required": False, "frontendType": "text",
+            {"name": "tenantNameRef", "type": "str", "required": False, "frontendType": "text",
              "frontendOptions": {"dependsOn": "entity", "showWhen": ["tenantWithRent", "contact"]},
              "description": t("Mietername (oder {{wire.feld}} aus Upstream)"), "default": ""},
-            {"name": "tenantAddressRef", "type": "string", "required": False, "frontendType": "text",
+            {"name": "tenantAddressRef", "type": "str", "required": False, "frontendType": "text",
              "frontendOptions": {"dependsOn": "entity", "showWhen": ["tenantWithRent", "contact"]},
              "description": t("Mieteradresse (Toleranz für Tippfehler)"), "default": ""},
-            {"name": "period", "type": "string", "required": False, "frontendType": "text",
+            {"name": "period", "type": "str", "required": False, "frontendType": "text",
              "frontendOptions": {"dependsOn": "entity", "showWhen": ["tenantWithRent", "journalLines", "balances"]},
              "description": t("Zeitraum (YYYY oder YYYY-MM-DD/YYYY-MM-DD)"), "default": ""},
-            {"name": "rentAccountPattern", "type": "string", "required": False, "frontendType": "text",
+            {"name": "rentAccountPattern", "type": "str", "required": False, "frontendType": "text",
              "frontendOptions": {"dependsOn": "entity", "showWhen": ["tenantWithRent"]},
              "description": t("Konto-Filter für Mietzins (z.B. '6000-6099' oder '6*')"), "default": ""},
-            {"name": "filterJson", "type": "string", "required": False, "frontendType": "textarea",
+            {"name": "filterJson", "type": "str", "required": False, "frontendType": "textarea",
              "frontendOptions": {"dependsOn": "mode", "showWhen": ["raw", "aggregate"]},
              "description": t("Optionaler JSON-Filter für mode=raw/aggregate"), "default": ""},
         ],

modules/features/graphicalEditor/nodeRegistry.py

@@ -9,6 +9,7 @@ import logging
 from typing import Dict, List, Any, Optional
 
 from modules.features.graphicalEditor.nodeDefinitions import STATIC_NODE_TYPES
+from modules.features.graphicalEditor.nodeDefinitions.input import FORM_FIELD_TYPES
 from modules.features.graphicalEditor.nodeAdapter import bindsActionFromLegacy
 from modules.features.graphicalEditor.portTypes import PORT_TYPE_CATALOG, SYSTEM_VARIABLES
 from modules.shared.i18nRegistry import normalizePrimaryLanguageTag, resolveText
@@ -119,6 +120,7 @@ def getNodeTypesForApi(
         "categories": categories,
         "portTypeCatalog": catalogSerialized,
         "systemVariables": SYSTEM_VARIABLES,
+        "formFieldTypes": FORM_FIELD_TYPES,
     }
 
 

modules/features/graphicalEditor/portTypes.py

@@ -34,6 +34,8 @@ class PortField(BaseModel):
     # FeatureInstanceRef.featureCode). Pickers/validators use it to filter compatible
     # producers by sub-type. Type must be "str" when discriminator is True.
     discriminator: bool = False
+    # Surfaces this field at the top of the DataPicker list as the most common pick.
+    recommended: bool = False
 
 
 class PortSchema(BaseModel):
@@ -153,7 +155,7 @@ PORT_TYPE_CATALOG: Dict[str, PortSchema] = {
     ]),
     "DocumentList": PortSchema(name="DocumentList", fields=[
         PortField(name="documents", type="List[Document]",
-                  description="Dokumentenliste"),
+                  description="Dokumente aus vorherigen Schritten", recommended=True),
         PortField(name="connection", type="ConnectionRef", required=False,
                   description="Verbindung, mit der die Liste erzeugt wurde"),
         PortField(name="source", type="SharePointFolderRef", required=False,
@@ -219,9 +221,9 @@ PORT_TYPE_CATALOG: Dict[str, PortSchema] = {
         PortField(name="prompt", type="str",
                   description="Prompt"),
         PortField(name="response", type="str",
-                  description="Antworttext"),
+                  description="Antworttext", recommended=True),
         PortField(name="responseData", type="Dict", required=False,
-                  description="Strukturierte Antwort"),
+                  description="Strukturierte Antwort (nur bei JSON-Ausgabe)"),
         PortField(name="context", type="str",
                   description="Kontext"),
         PortField(name="documents", type="List[Document]",
@@ -642,6 +644,69 @@ def resolveSystemVariable(variable: str, context: Dict[str, Any]) -> Any:
 # Output normalizers
 # ---------------------------------------------------------------------------
 
+def _file_record_to_document(f: Any) -> Optional[Dict[str, Any]]:
+    """Map API / task-upload file dicts onto PortSchema ``Document`` fields."""
+    if f is None:
+        return None
+    if isinstance(f, str) and f.strip():
+        return {"id": f.strip()}
+    if not isinstance(f, dict):
+        return None
+    inner = f.get("file") if isinstance(f.get("file"), dict) else None
+    src = inner or f
+    out: Dict[str, Any] = {}
+    fid = src.get("id") or f.get("id")
+    if fid is not None and str(fid).strip():
+        out["id"] = str(fid).strip()
+    name = (
+        src.get("name")
+        or src.get("fileName")
+        or f.get("fileName")
+        or f.get("name")
+    )
+    if name is not None and str(name).strip():
+        out["name"] = str(name).strip()
+    mime = src.get("mimeType") or src.get("mime") or f.get("mimeType")
+    if mime is not None and str(mime).strip():
+        out["mimeType"] = str(mime).strip()
+    for k in ("sizeBytes", "downloadUrl", "filePath"):
+        v = src.get(k) if k in src else f.get(k)
+        if v is not None and v != "":
+            out[k] = v
+    return out if out else None
+
+
+def _coerce_document_list_upload_fields(result: Dict[str, Any]) -> None:
+    """
+    Human task ``input.upload`` completes with ``file`` / ``files`` / ``fileIds``.
+    DocumentList expects ``documents``. Without this, resume adds ``documents: []`` and drops the real files.
+    """
+    docs = result.get("documents")
+    if isinstance(docs, list) and len(docs) > 0:
+        return
+    collected: List[Dict[str, Any]] = []
+    files = result.get("files")
+    if isinstance(files, list):
+        for item in files:
+            d = _file_record_to_document(item)
+            if d:
+                collected.append(d)
+    if not collected:
+        single = result.get("file")
+        d = _file_record_to_document(single)
+        if d:
+            collected.append(d)
+    if not collected and isinstance(result.get("fileIds"), list):
+        for fid in result["fileIds"]:
+            if fid is not None and str(fid).strip():
+                collected.append({"id": str(fid).strip()})
+    if not collected:
+        return
+    result["documents"] = collected
+    if not result.get("count"):
+        result["count"] = len(collected)
+
+
 def normalizeToSchema(raw: Any, schemaName: str) -> Dict[str, Any]:
     """
     Normalize raw executor output to match the declared port schema.
@@ -658,8 +723,17 @@ def normalizeToSchema(raw: Any, schemaName: str) -> Dict[str, Any]:
     if not schema or schemaName == "Transit":
         return result
 
+<<<<<<< HEAD
+    if schemaName == "DocumentList":
+        _coerce_document_list_upload_fields(result)
+
+=======
+>>>>>>> 875f8252 (ValueOn Lead to Offer durchgespielt, bugfixes in Dateigenerierung und ai nodes)
+    # Only default **required** fields. Optional fields stay absent so DataRefs / context
+    # resolution never pick a synthetic `{}` or `[]` (e.g. AiResult.responseData when the
+    # model returned plain text only).
     for field in schema.fields:
-        if field.name not in result:
+        if field.name not in result and field.required:
             result[field.name] = _defaultForType(field.type)
 
     return result
@@ -740,6 +814,9 @@ def _resolveTransitChain(
 
 def deriveFormPayloadSchemaFromParam(node: Dict[str, Any], param_key: str) -> Optional[PortSchema]:
     """Derive output schema from a field-builder JSON list (``fields``, ``formFields``, …)."""
+    from modules.features.graphicalEditor.nodeDefinitions.input import FORM_FIELD_TYPES
+    _FORM_TYPE_TO_PORT: Dict[str, str] = {f["id"]: f["portType"] for f in FORM_FIELD_TYPES}
+
     fields_param = (node.get("parameters") or {}).get(param_key)
     if not fields_param or not isinstance(fields_param, list):
         return None
@@ -749,9 +826,11 @@ def deriveFormPayloadSchemaFromParam(node: Dict[str, Any], param_key: str) -> Op
         _desc = resolveText(lab) if lab is not None else fname
         if not str(_desc).strip():
             _desc = fname
+        raw_type = str(ftype) if ftype is not None else "str"
+        port_type = _FORM_TYPE_TO_PORT.get(raw_type, raw_type)
         portFields.append(PortField(
             name=fname,
-            type=str(ftype) if ftype is not None else "str",
+            type=port_type,
             description=_desc,
             required=required,
         ))

modules/interfaces/interfaceDbApp.py

@@ -4028,58 +4028,92 @@ class AppObjects:
             raise
 
     # -------------------------------------------------------------------------
-    # Table Grouping (user-defined groups for FormGeneratorTable instances)
+    # Table List Views (saved display presets: filters, sort, groupByLevels)
     # -------------------------------------------------------------------------
 
-    def getTableGrouping(self, contextKey: str):
-        """
-        Load the group tree for the current user and the given contextKey.
-
-        Returns a TableGrouping instance or None if no grouping has been saved yet.
-        contextKey identifies the table instance, e.g. "connections", "prompts",
-        "admin/users", "trustee/{instanceId}/documents".
-        """
-        from modules.datamodels.datamodelPagination import TableGrouping
+    def getTableListViews(self, contextKey: str) -> list:
+        """Return all saved views for the current user and contextKey."""
+        from modules.datamodels.datamodelPagination import TableListView
         try:
-            records = self.db.getRecordset(
-                TableGrouping,
+            rows = self.db.getRecordset(
+                TableListView,
                 recordFilter={"userId": str(self.userId), "contextKey": contextKey},
             )
-            if not records:
-                return None
-            row = records[0]
-            return TableGrouping.model_validate(row) if isinstance(row, dict) else row
-        except Exception as e:
-            logger.error(f"getTableGrouping failed for user={self.userId} key={contextKey}: {e}")
-            return None
-
-    def upsertTableGrouping(self, contextKey: str, rootGroups: list):
-        """
-        Create or replace the group tree for the current user and contextKey.
-
-        rootGroups is a list of TableGroupNode-compatible dicts (the full tree).
-        Returns the saved TableGrouping instance.
-        """
-        from modules.datamodels.datamodelPagination import TableGrouping
-        from modules.shared.timeUtils import getUtcTimestamp
+            result = []
+            for row in (rows or []):
                 try:
-            existing = self.getTableGrouping(contextKey)
+                    result.append(TableListView.model_validate(row) if isinstance(row, dict) else row)
+                except Exception:
+                    pass
+            return result
+        except Exception as e:
+            logger.error(f"getTableListViews failed for user={self.userId} context={contextKey}: {e}")
+            return []
+
+    def getTableListView(self, contextKey: str, viewKey: str):
+        """Return one view by viewKey or None if not found."""
+        from modules.datamodels.datamodelPagination import TableListView
+        try:
+            rows = self.db.getRecordset(
+                TableListView,
+                recordFilter={"userId": str(self.userId), "contextKey": contextKey, "viewKey": viewKey},
+            )
+            if not rows:
+                return None
+            row = rows[0]
+            return TableListView.model_validate(row) if isinstance(row, dict) else row
+        except Exception as e:
+            logger.error(f"getTableListView failed for user={self.userId} key={viewKey}: {e}")
+            return None
+
+    def createTableListView(self, contextKey: str, viewKey: str, displayName: str, config: dict):
+        """Create a new view. Raises ValueError if viewKey already exists for this context."""
+        from modules.datamodels.datamodelPagination import TableListView
+        from modules.shared.timeUtils import getUtcTimestamp
+        if self.getTableListView(contextKey=contextKey, viewKey=viewKey) is not None:
+            raise ValueError(f"View '{viewKey}' already exists for context '{contextKey}'")
         data = {
-                "id": existing.id if existing else str(uuid.uuid4()),
+            "id": str(uuid.uuid4()),
             "userId": str(self.userId),
             "contextKey": contextKey,
-                "rootGroups": rootGroups,
+            "viewKey": viewKey,
+            "displayName": displayName,
+            "config": config,
             "updatedAt": getUtcTimestamp(),
         }
-            if existing:
-                self.db.recordModify(TableGrouping, existing.id, data)
-            else:
-                self.db.recordCreate(TableGrouping, data)
-            return TableGrouping.model_validate(data)
+        try:
+            self.db.recordCreate(TableListView, data)
+            return TableListView.model_validate(data)
         except Exception as e:
-            logger.error(f"upsertTableGrouping failed for user={self.userId} key={contextKey}: {e}")
+            logger.error(f"createTableListView failed: {e}")
             raise
 
+    def updateTableListView(self, viewId: str, updates: dict):
+        """Update an existing view by its primary key id."""
+        from modules.datamodels.datamodelPagination import TableListView
+        from modules.shared.timeUtils import getUtcTimestamp
+        try:
+            updates = {**updates, "updatedAt": getUtcTimestamp()}
+            self.db.recordModify(TableListView, viewId, updates)
+            rows = self.db.getRecordset(TableListView, recordFilter={"id": viewId})
+            if rows:
+                row = rows[0]
+                return TableListView.model_validate(row) if isinstance(row, dict) else row
+            return None
+        except Exception as e:
+            logger.error(f"updateTableListView failed for id={viewId}: {e}")
+            raise
+
+    def deleteTableListView(self, viewId: str) -> bool:
+        """Delete a view by primary key id. Returns True on success."""
+        from modules.datamodels.datamodelPagination import TableListView
+        try:
+            self.db.recordDelete(TableListView, viewId)
+            return True
+        except Exception as e:
+            logger.error(f"deleteTableListView failed for id={viewId}: {e}")
+            return False
+
 
 # Public Methods
 

modules/interfaces/interfaceDbManagement.py

@@ -19,7 +19,7 @@ from modules.interfaces.interfaceRbac import getRecordsetWithRBAC, getRecordsetP
 from modules.security.rbac import RbacClass
 from modules.datamodels.datamodelRbac import AccessRuleContext
 from modules.datamodels.datamodelUam import AccessLevel
-from modules.datamodels.datamodelFiles import FilePreview, FileItem, FileData
+from modules.datamodels.datamodelFiles import FilePreview, FileItem, FileData, FileFolder
 from modules.datamodels.datamodelUtils import Prompt
 from modules.datamodels.datamodelMessaging import (
     MessagingSubscription,
@@ -115,6 +115,14 @@ class ComponentObjects:
         # Update database context
         self.db.updateContext(self.userId)
 
+    def _effective_user_id(self) -> Optional[str]:
+        """User id for audit + FileData writes; singleton hub may unset userId but keep currentUser."""
+        if self.userId:
+            return self.userId
+        if self.currentUser is not None:
+            return getattr(self.currentUser, "id", None)
+        return None
+
     def __del__(self):
         """Cleanup method to close database connection."""
         if hasattr(self, 'db') and self.db is not None:
@@ -1068,6 +1076,241 @@ class ComponentObjects:
             logger.error(f"Error converting file record: {str(e)}")
             return None
 
+    # ── Folder methods ─────────────────────────────────────────────────────────
+
+    def getOwnFolderTree(self) -> List[Dict[str, Any]]:
+        """Folders owned by the current user, filtered via RBAC."""
+        return getRecordsetWithRBAC(
+            self.db, FileFolder, self.currentUser,
+            recordFilter={"sysCreatedBy": self.userId},
+            mandateId=self.mandateId,
+            featureInstanceId=self.featureInstanceId,
+        )
+
+    def getSharedFolderTree(self) -> List[Dict[str, Any]]:
+        """Folders visible via scope but NOT owned by the current user.
+        Adds contextOrphan=True when a folder's parentId is not in the result set."""
+        allFolders = getRecordsetWithRBAC(
+            self.db, FileFolder, self.currentUser,
+            mandateId=self.mandateId,
+            featureInstanceId=self.featureInstanceId,
+        )
+        shared = [f for f in allFolders if f.get("sysCreatedBy") != self.userId]
+        sharedIds = {f["id"] for f in shared}
+        for f in shared:
+            f["contextOrphan"] = bool(f.get("parentId") and f["parentId"] not in sharedIds)
+        return shared
+
+    def getFolder(self, folderId: str) -> Optional[Dict[str, Any]]:
+        """Return a single folder dict or None."""
+        results = getRecordsetWithRBAC(
+            self.db, FileFolder, self.currentUser,
+            recordFilter={"id": folderId},
+            mandateId=self.mandateId,
+            featureInstanceId=self.featureInstanceId,
+        )
+        return results[0] if results else None
+
+    def _isFolderOwner(self, folder) -> bool:
+        createdBy = (
+            getattr(folder, "sysCreatedBy", None)
+            or (folder.get("sysCreatedBy") if isinstance(folder, dict) else None)
+        )
+        return createdBy == self.userId
+
+    def _requireFolderWriteAccess(self, folder, folderId: str, operation: str = "update"):
+        """Raise PermissionError if the user cannot mutate this folder.
+        Owners always can. Non-owners need RBAC ALL level."""
+        if self._isFolderOwner(folder):
+            return
+        from modules.interfaces.interfaceRbac import buildDataObjectKey
+        objectKey = buildDataObjectKey("FileFolder")
+        permissions = self.rbac.getUserPermissions(
+            self.currentUser, AccessRuleContext.DATA, objectKey,
+            mandateId=self.mandateId, featureInstanceId=self.featureInstanceId,
+        )
+        level = getattr(permissions, operation, None)
+        if level != AccessLevel.ALL:
+            raise PermissionError(
+                f"No permission to {operation} folder {folderId} (not owner, access level: {level})"
+            )
+
+    def createFolder(self, name: str, parentId: Optional[str] = None) -> Dict[str, Any]:
+        if not self.checkRbacPermission(FileFolder, "create"):
+            raise PermissionError("No permission to create folders")
+        folder = FileFolder(
+            name=name,
+            parentId=parentId,
+            mandateId=self.mandateId or "",
+            featureInstanceId=self.featureInstanceId or "",
+            scope="personal",
+            neutralize=False,
+        )
+        self.db.recordCreate(FileFolder, folder)
+        return folder.model_dump()
+
+    def renameFolder(self, folderId: str, newName: str) -> Dict[str, Any]:
+        folder = self.getFolder(folderId)
+        if not folder:
+            raise FileNotFoundError(f"Folder {folderId} not found")
+        self._requireFolderWriteAccess(folder, folderId, "update")
+        self.db.recordModify(FileFolder, folderId, {"name": newName})
+        folder["name"] = newName
+        return folder
+
+    def moveFolder(self, folderId: str, newParentId: Optional[str] = None) -> Dict[str, Any]:
+        folder = self.getFolder(folderId)
+        if not folder:
+            raise FileNotFoundError(f"Folder {folderId} not found")
+        self._requireFolderWriteAccess(folder, folderId, "update")
+
+        if newParentId:
+            parent = self.getFolder(newParentId)
+            if not parent:
+                raise FileNotFoundError(f"Target parent folder {newParentId} not found")
+            self._requireFolderWriteAccess(parent, newParentId, "update")
+            # Circular-reference guard: newParentId must not be a descendant of folderId
+            if self._isDescendant(newParentId, folderId):
+                raise ValueError(f"Cannot move folder into its own subtree (circular reference)")
+
+        self.db.recordModify(FileFolder, folderId, {"parentId": newParentId})
+        folder["parentId"] = newParentId
+        return folder
+
+    def _isDescendant(self, candidateId: str, ancestorId: str) -> bool:
+        """Return True if candidateId is a descendant of (or equal to) ancestorId."""
+        visited = set()
+        current = candidateId
+        while current:
+            if current == ancestorId:
+                return True
+            if current in visited:
+                break
+            visited.add(current)
+            f = self.getFolder(current)
+            current = f.get("parentId") if f else None
+        return False
+
+    def deleteFolderCascade(self, folderId: str) -> Dict[str, Any]:
+        """Delete a folder and all owned sub-folders + their files."""
+        folder = self.getFolder(folderId)
+        if not folder:
+            raise FileNotFoundError(f"Folder {folderId} not found")
+        self._requireFolderWriteAccess(folder, folderId, "delete")
+
+        folderIds = self._collectChildFolderIds(folderId)
+
+        # Verify all child folders are owned
+        for fid in folderIds:
+            if fid == folderId:
+                continue
+            child = self.getFolder(fid)
+            if child and not self._isFolderOwner(child):
+                raise PermissionError(f"Cannot delete folder tree: sub-folder {fid} is not owned by you")
+
+        # Collect files in those folders
+        fileRows = []
+        for fid in folderIds:
+            items = self.db.getRecordset(FileItem, recordFilter={"folderId": fid})
+            fileRows.extend(items)
+
+        for item in fileRows:
+            itemOwner = item.get("sysCreatedBy") if isinstance(item, dict) else getattr(item, "sysCreatedBy", None)
+            if itemOwner != self.userId:
+                itemId = item.get("id") if isinstance(item, dict) else getattr(item, "id", None)
+                raise PermissionError(f"Cannot delete folder tree: file {itemId} is not owned by you")
+
+        fileIds = [
+            (item.get("id") if isinstance(item, dict) else getattr(item, "id", None))
+            for item in fileRows
+        ]
+
+        # Single transaction: delete FileData, FileItem, then FileFolder (children first)
+        self.db._ensure_connection()
+        try:
+            with self.db.connection.cursor() as cursor:
+                if fileIds:
+                    cursor.execute('DELETE FROM "FileData" WHERE "id" = ANY(%s)', (fileIds,))
+                    cursor.execute('DELETE FROM "FileItem" WHERE "id" = ANY(%s)', (fileIds,))
+                orderedIds = list(folderIds)
+                orderedIds.remove(folderId)
+                orderedIds.append(folderId)
+                if orderedIds:
+                    cursor.execute('DELETE FROM "FileFolder" WHERE "id" = ANY(%s)', (orderedIds,))
+            self.db.connection.commit()
+        except Exception:
+            self.db.connection.rollback()
+            raise
+
+        return {"deletedFolders": len(folderIds), "deletedFiles": len(fileIds)}
+
+    def _collectChildFolderIds(self, folderId: str) -> List[str]:
+        """BFS to collect folderId + all descendant folder IDs owned by user."""
+        result = [folderId]
+        queue = [folderId]
+        while queue:
+            parentId = queue.pop(0)
+            children = self.db.getRecordset(FileFolder, recordFilter={"parentId": parentId})
+            for child in children:
+                cid = child.get("id") if isinstance(child, dict) else getattr(child, "id", None)
+                if cid and cid not in result:
+                    result.append(cid)
+                    queue.append(cid)
+        return result
+
+    def patchFolderScope(self, folderId: str, scope: str, cascadeToFiles: bool = False) -> Dict[str, Any]:
+        validScopes = {"personal", "featureInstance", "mandate", "global"}
+        if scope not in validScopes:
+            raise ValueError(f"Invalid scope: {scope}. Must be one of {validScopes}")
+
+        folder = self.getFolder(folderId)
+        if not folder:
+            raise FileNotFoundError(f"Folder {folderId} not found")
+        self._requireFolderWriteAccess(folder, folderId, "update")
+
+        if scope == "global":
+            from modules.interfaces.interfaceRbac import buildDataObjectKey
+            objectKey = buildDataObjectKey("FileFolder")
+            permissions = self.rbac.getUserPermissions(
+                self.currentUser, AccessRuleContext.DATA, objectKey,
+                mandateId=self.mandateId, featureInstanceId=self.featureInstanceId,
+            )
+            if getattr(permissions, "update", None) != AccessLevel.ALL:
+                raise PermissionError("Setting global scope requires ALL permission")
+
+        self.db.recordModify(FileFolder, folderId, {"scope": scope})
+
+        filesUpdated = 0
+        if cascadeToFiles:
+            items = self.db.getRecordset(FileItem, recordFilter={"folderId": folderId})
+            for item in items:
+                owner = item.get("sysCreatedBy") if isinstance(item, dict) else getattr(item, "sysCreatedBy", None)
+                if owner == self.userId:
+                    iid = item.get("id") if isinstance(item, dict) else getattr(item, "id", None)
+                    self.db.recordModify(FileItem, iid, {"scope": scope})
+                    filesUpdated += 1
+
+        return {"folderId": folderId, "scope": scope, "filesUpdated": filesUpdated}
+
+    def patchFolderNeutralize(self, folderId: str, neutralize: bool) -> Dict[str, Any]:
+        folder = self.getFolder(folderId)
+        if not folder:
+            raise FileNotFoundError(f"Folder {folderId} not found")
+        self._requireFolderWriteAccess(folder, folderId, "update")
+
+        self.db.recordModify(FileFolder, folderId, {"neutralize": neutralize})
+
+        items = self.db.getRecordset(FileItem, recordFilter={"folderId": folderId})
+        filesUpdated = 0
+        for item in items:
+            owner = item.get("sysCreatedBy") if isinstance(item, dict) else getattr(item, "sysCreatedBy", None)
+            if owner == self.userId:
+                iid = item.get("id") if isinstance(item, dict) else getattr(item, "id", None)
+                self.db.recordModify(FileItem, iid, {"neutralize": neutralize})
+                filesUpdated += 1
+
+        return {"folderId": folderId, "neutralize": neutralize, "filesUpdated": filesUpdated}
+
     def _isfileNameUnique(self, fileName: str, excludeFileId: Optional[str] = None) -> bool:
         """Checks if a fileName is unique for the current user."""
         # Get all files filtered by RBAC (will be filtered by user's access level)
@@ -1144,9 +1387,30 @@ class ComponentObjects:
             fileSize=fileSize,
             fileHash=fileHash,
         )
+        # Ensure audit user is always stored: workflow/singleton contexts sometimes leave
+        # the connector without _current_user_id, so _saveRecord skips sysCreatedBy →
+        # getFile/createFileData RBAC then breaks (None != self.userId).
+        uid = self._effective_user_id()
+        if uid:
+            fileItem = fileItem.model_copy(update={"sysCreatedBy": str(uid)})
 
         # Store in database
         self.db.recordCreate(FileItem, fileItem)
+        verify = self.db.getRecordset(FileItem, recordFilter={"id": fileItem.id})
+        verify_creator = (verify[0].get("sysCreatedBy") if verify else None)
+        logger.info(
+            "createFile: id=%s name=%s scope=%s model_sysCreatedBy=%r db_sysCreatedBy=%r mandateId=%r featureInstanceId=%r "
+            "verify_rows=%s db=%s",
+            fileItem.id,
+            uniqueName,
+            fileItem.scope,
+            getattr(fileItem, "sysCreatedBy", None),
+            verify_creator,
+            mandateId or None,
+            featureInstanceId if featureInstanceId else None,
+            len(verify) if verify else 0,
+            getattr(self.db, "dbDatabase", "?"),
+        )
 
         return fileItem
     
@@ -1268,43 +1532,7 @@ class ComponentObjects:
             raise FileDeletionError(f"Error deleting files in batch: {str(e)}")
 
     def _ensureFeatureInstanceGroup(self, featureInstanceId: str, contextKey: str = "files/list") -> Optional[str]:
-        """Return the groupId of the default group for a feature instance.
-        Creates the group if it doesn't exist yet."""
-        try:
-            import modules.interfaces.interfaceDbApp as _appIface
-            appInterface = _appIface.getInterface(self._currentUser)
-            existing = appInterface.getTableGrouping(contextKey)
-            nodes = [n.model_dump() if hasattr(n, 'model_dump') else (n if isinstance(n, dict) else vars(n)) for n in (existing.rootGroups if existing else [])]
-            # Look for group with name matching featureInstanceId
-            def _find(nds):
-                for nd in nds:
-                    nid = nd.get("id") if isinstance(nd, dict) else getattr(nd, "id", None)
-                    nmeta = nd.get("meta", {}) if isinstance(nd, dict) else getattr(nd, "meta", {})
-                    if (nmeta or {}).get("featureInstanceId") == featureInstanceId:
-                        return nid
-                    subs = nd.get("subGroups", []) if isinstance(nd, dict) else getattr(nd, "subGroups", [])
-                    result = _find(subs)
-                    if result:
-                        return result
-                return None
-            found = _find(nodes)
-            if found:
-                return found
-            # Create new group
-            import uuid
-            newId = str(uuid.uuid4())
-            newGroup = {
-                "id": newId,
-                "name": featureInstanceId,
-                "itemIds": [],
-                "subGroups": [],
-                "meta": {"featureInstanceId": featureInstanceId},
-            }
-            nodes.append(newGroup)
-            appInterface.upsertTableGrouping(contextKey, nodes)
-            return newId
-        except Exception as e:
-            logger.error(f"_ensureFeatureInstanceGroup failed: {e}")
+        """Stub — file group tree removed. Returns None."""
         return None
 
     def copyFile(self, sourceFileId: str, newFileName: Optional[str] = None) -> FileItem:
@@ -1345,13 +1573,133 @@ class ComponentObjects:
 
     # FileData methods - data operations
 
+    def _getFileItemForDataWrite(self, fileId: str) -> Optional[FileItem]:
+        """Resolve FileItem for storing FileData: RBAC-aware getFile, then same-user row fallback.
+
+        createFile() can insert a row that getFile() still hides (e.g. scope NULL vs GROUP rules,
+        or connector / context edge cases). The creator must still be allowed to attach blob data.
+        """
+        logger.info(
+            "[FileData] resolve start fileId=%s iface_userId=%r effective_uid=%r mandateId=%r featureInstanceId=%r db=%s",
+            fileId,
+            self.userId,
+            self._effective_user_id(),
+            self.mandateId,
+            self.featureInstanceId,
+            getattr(self.db, "dbDatabase", "?"),
+        )
+        file = self.getFile(fileId)
+        if file:
+            logger.info("[FileData] getFile OK fileId=%s", fileId)
+            return file
+        uid = self._effective_user_id()
+        if not uid:
+            logger.error(
+                "[FileData] FAIL no user id fileId=%s userId=%r hasCurrentUser=%s",
+                fileId,
+                self.userId,
+                self.currentUser is not None,
+            )
+            return None
+        uid_s = str(uid)
+        rows = self.db.getRecordset(FileItem, recordFilter={"id": fileId})
+        if not rows:
+            logger.error(
+                "[FileData] FAIL no FileItem row fileId=%s (createFile committed to same db? db=%s)",
+                fileId,
+                getattr(self.db, "dbDatabase", "?"),
+            )
+            return None
+        row = dict(rows[0])
+        creator = row.get("sysCreatedBy")
+        creator_s = str(creator) if creator is not None else None
+        if creator_s != uid_s:
+            if not creator_s:
+                try:
+                    self.db.recordModify(FileItem, fileId, {"sysCreatedBy": uid_s})
+                    row["sysCreatedBy"] = uid_s
+                    logger.warning(
+                        "[FileData] patched NULL sysCreatedBy fileId=%s -> %s",
+                        fileId,
+                        uid_s,
+                    )
+                except Exception as e:
+                    logger.error(
+                        "[FileData] FAIL patch sysCreatedBy fileId=%s: %s",
+                        fileId,
+                        e,
+                        exc_info=True,
+                    )
+                    return None
+            else:
+                # _saveRecord used to overwrite explicit creators with contextvar "system"
+                if creator_s == "system":
+                    try:
+                        self.db.recordModify(FileItem, fileId, {"sysCreatedBy": uid_s})
+                        row["sysCreatedBy"] = uid_s
+                        logger.warning(
+                            "[FileData] patched sysCreatedBy system→user fileId=%s -> %s",
+                            fileId,
+                            uid_s,
+                        )
+                    except Exception as e:
+                        logger.error(
+                            "[FileData] FAIL patch system sysCreatedBy fileId=%s: %s",
+                            fileId,
+                            e,
+                            exc_info=True,
+                        )
+                        return None
+                else:
+                    logger.error(
+                        "[FileData] FAIL creator mismatch fileId=%s row.sysCreatedBy=%r (%s) effective_uid=%r (%s) scope=%r",
+                        fileId,
+                        creator,
+                        type(creator).__name__,
+                        uid,
+                        type(uid).__name__,
+                        row.get("scope"),
+                    )
+                    return None
+        logger.info(
+            "[FileData] RBAC miss, owner fallback OK fileId=%s scope=%r sysCreatedBy=%r",
+            fileId,
+            row.get("scope"),
+            row.get("sysCreatedBy"),
+        )
+        try:
+            if row.get("sysCreatedAt") is None or row.get("sysCreatedAt") in (0, 0.0):
+                row["sysCreatedAt"] = getUtcTimestamp()
+            if row.get("scope") is None:
+                row["scope"] = "personal"
+            if row.get("neutralize") is None:
+                row["neutralize"] = False
+            return FileItem(**row)
+        except Exception as e:
+            logger.error(
+                "[FileData] FAIL FileItem(**row) fileId=%s keys=%s err=%s",
+                fileId,
+                list(row.keys()),
+                e,
+                exc_info=True,
+            )
+            return None
+
     def createFileData(self, fileId: str, data: bytes) -> bool:
         """Stores the binary data of a file in the database."""
         try:
+            logger.info(
+                "[FileData] createFileData enter fileId=%s bytes=%s",
+                fileId,
+                len(data) if data is not None else 0,
+            )
             # Check file access
-            file = self.getFile(fileId)
+            file = self._getFileItemForDataWrite(fileId)
             if not file:
-                logger.error(f"File with ID {fileId} not found when storing data")
+                logger.error(
+                    "[FileData] FAIL _getFileItemForDataWrite returned None fileId=%s",
+                    fileId,
+                )
                 return False
                 
             # Determine if this is a text-based format
@@ -1396,12 +1744,10 @@ class ComponentObjects:
             
             self.db.recordCreate(FileData, fileDataObj)
 
-            # Clear cache to ensure fresh data
-            
-            logger.debug(f"Successfully stored data for file {fileId} (base64Encoded: {base64Encoded})")
+            logger.info("[FileData] recordCreate OK fileId=%s base64Encoded=%s", fileId, base64Encoded)
             return True
         except Exception as e:
-            logger.error(f"Error storing data for file {fileId}: {str(e)}")
+            logger.error("Error storing data for file %s: %s", fileId, e, exc_info=True)
             return False
 
     def getFileData(self, fileId: str) -> Optional[bytes]:

modules/interfaces/interfaceRbac.py

@@ -204,6 +204,7 @@ TABLE_NAMESPACE = {
     # Files - benutzer-eigen
     "FileItem": "files",
     "FileData": "files",
+    "FileFolder": "files",
     # Automation - benutzer-eigen
     "AutomationDefinition": "automation",
     "AutomationTemplate": "automation",
@@ -746,6 +747,7 @@ def buildFilesScopeWhereClause(
       Only own files: sysCreatedBy = currentUser
 
     WITH instance context (Instanz-Seiten):
+      - scope = 'personal' AND sysCreatedBy = me (creator's personal files; e.g. workflow outputs)
       - sysCreatedBy = me  AND featureInstanceId = X   (own personal files of this instance)
       - scope = 'featureInstance' AND featureInstanceId = X
       - scope = 'mandate'         AND mandateId = M     (M = mandate of the instance)
@@ -779,6 +781,15 @@ def buildFilesScopeWhereClause(
     scopeParts: List[str] = []
     scopeValues: List = []
 
+    # Personal files created by this user must remain visible even when the request
+    # carries mandate/instance context (GROUP reads use this clause). Otherwise
+    # createFile → createFileData → getFile fails and workflow outputs vanish from /files.
+    # Also treat scope IS NULL as legacy/personal for the owner (column default not applied).
+    scopeParts.append(
+        '(("scope" = \'personal\' OR "scope" IS NULL) AND "sysCreatedBy" = %s)'
+    )
+    scopeValues.append(currentUser.id)
+
     if featureInstanceId:
         # 1) Own personal files of this specific instance
         scopeParts.append('("sysCreatedBy" = %s AND "featureInstanceId" = %s)')

modules/migrations/_archive/README.md

@@ -0,0 +1,11 @@
+# Archived one-off migrations
+
+`migrate_folders_to_groups.py` copies `FileFolder` + `FileItem.folderId` into `TableGrouping` (`files/list`). It was used during an experimental UI path; **product choice** is to keep physical folders (`FileFolder`, `folderId`) and recover `FormGeneratorTree` (see `wiki/c-work/1-plan/2026-05-formgenerator-tree-and-folder-recovery.md`).
+
+Run only if you need a historical data rescue:
+
+```bash
+cd gateway
+python -m modules.migrations._archive.migrate_folders_to_groups --verbose
+python -m modules.migrations._archive.migrate_folders_to_groups --execute --verbose
+```

modules/migrations/_archive/__init__.py

@@ -0,0 +1 @@
+# Subpackage for archived one-off migration scripts (not part of normal app startup).

modules/migrations/_archive/migrate_folders_to_groups.py

@@ -1,11 +1,16 @@
 """
-One-time migration: Convert FileFolder tree + FileItem.folderId → table_groupings.
+One-time migration: Convert FileFolder tree + FileItem.folderId to table_groupings.
+
+Archived per wiki plan 2026-05-formgenerator-tree-and-folder-recovery (Stage 1.A).
+Product direction: keep FileFolder + folderId; do not run DROP migrations.
+This script remains for audit / one-off data rescue only.
 
 Run this BEFORE dropping the physical FileFolder table and FileItem.folderId column
-from the database (those are separate Alembic/SQL steps).
+from the database (those would be separate Alembic/SQL steps -- not part of current product path).
 
-Usage:
-  python -m modules.migrations.migrate_folders_to_groups [--dry-run] [--verbose]
+Usage (from gateway working directory):
+  python -m modules.migrations._archive.migrate_folders_to_groups [--dry-run] [--verbose]
+  python -m modules.migrations._archive.migrate_folders_to_groups --execute --verbose
 
 Steps:
   1. For each distinct (userId, mandateId) combination that has FileFolder records:
@@ -30,6 +35,14 @@ from typing import Optional
 logger = logging.getLogger(__name__)
 
 
+def _scalarRow(row):
+    if row is None:
+        return None
+    if isinstance(row, dict):
+        return next(iter(row.values()))
+    return row[0]
+
+
 # ── Helpers ──────────────────────────────────────────────────────────────────
 
 def _build_tree(folders: list, parent_id: Optional[str]) -> list:
@@ -76,11 +89,19 @@ def _now_ts() -> str:
 def run_migration(dry_run: bool = True, verbose: bool = False):
     """Main migration entry point."""
     logging.basicConfig(level=logging.DEBUG if verbose else logging.INFO)
-    logger.info(f"Starting folder→group migration (dry_run={dry_run})")
+    logger.info(f"Starting folder to group migration (dry_run={dry_run})")
 
     from modules.connectors.connectorDbPostgre import getCachedConnector
+    from modules.shared.configuration import APP_CONFIG
 
-    connector = getCachedConnector()
+    connector = getCachedConnector(
+        dbHost=APP_CONFIG.get("DB_HOST", "_no_config_default_data"),
+        dbDatabase="poweron_management",
+        dbUser=APP_CONFIG.get("DB_USER"),
+        dbPassword=APP_CONFIG.get("DB_PASSWORD_SECRET"),
+        dbPort=int(APP_CONFIG.get("DB_PORT", 5432)),
+        userId=None,
+    )
     if not connector or not connector.connection:
         logger.error("Could not obtain a DB connection. Aborting.")
         return
@@ -93,17 +114,17 @@ def run_migration(dry_run: bool = True, verbose: bool = False):
         SELECT EXISTS (
             SELECT 1 FROM information_schema.tables
             WHERE table_name = 'FileFolder'
-        )
+        ) AS ok
     """)
-    folder_table_exists = cur.fetchone()[0]
+    folder_table_exists = bool(_scalarRow(cur.fetchone()))
 
     cur.execute("""
         SELECT EXISTS (
             SELECT 1 FROM information_schema.columns
             WHERE table_name = 'FileItem' AND column_name = 'folderId'
-        )
+        ) AS ok
     """)
-    folder_column_exists = cur.fetchone()[0]
+    folder_column_exists = bool(_scalarRow(cur.fetchone()))
 
     if not folder_table_exists and not folder_column_exists:
         logger.info("FileFolder table and FileItem.folderId column not found — migration already applied or not needed.")
@@ -126,7 +147,7 @@ def run_migration(dry_run: bool = True, verbose: bool = False):
             })
         logger.info(f"Loaded folders for {len(folders_by_user)} (user, mandate) combinations")
 
-    # ── 3. Load file→folder assignments ──────────────────────────────────────
+    # ── 3. Load file to folder assignments ────────────────────────────────────
     files_by_key: dict = {}
     if folder_column_exists:
         cur.execute(
@@ -139,7 +160,7 @@ def run_migration(dry_run: bool = True, verbose: bool = False):
         total_files = sum(
             sum(len(v) for v in d.values()) for d in files_by_key.values()
         )
-        logger.info(f"Found {total_files} file→folder assignments across {len(files_by_key)} (user, mandate) combos")
+        logger.info(f"Found {total_files} file to folder assignments across {len(files_by_key)} (user, mandate) combos")
 
     # ── 4. Combine and upsert groupings ──────────────────────────────────────
     all_keys = set(folders_by_user.keys()) | set(files_by_key.keys())
@@ -231,7 +252,7 @@ def run_migration(dry_run: bool = True, verbose: bool = False):
 
 
 if __name__ == "__main__":
-    parser = argparse.ArgumentParser(description="Migrate FileFolder tree to table_groupings")
+    parser = argparse.ArgumentParser(description="Migrate FileFolder tree to table_groupings (archived script)")
     parser.add_argument("--dry-run", action="store_true", default=True, help="Preview only, no DB writes (default)")
     parser.add_argument("--execute", action="store_true", help="Actually write to DB (disables dry-run)")
     parser.add_argument("--verbose", action="store_true", help="Show per-user details")

modules/routes/routeBilling.py

@@ -9,9 +9,9 @@ Features:
 - Admin endpoints: Manage settings, add credits, view all accounts
 """
 
-from fastapi import APIRouter, HTTPException, Depends, Body, Path, Request, Response, Query, Header
+from fastapi import APIRouter, HTTPException, Depends, Body, Path, Request, Response, Query, Header, status
+from fastapi.responses import JSONResponse
 from typing import List, Dict, Any, Optional
-from fastapi import status
 import logging
 from datetime import date, datetime, timezone
 from pydantic import BaseModel, Field
@@ -24,7 +24,13 @@ from modules.interfaces.interfaceDbBilling import getInterface as getBillingInte
 from modules.serviceCenter.services.serviceBilling.mainServiceBilling import getService as getBillingService
 import json
 import math
-from modules.datamodels.datamodelPagination import PaginationParams, PaginatedResponse, PaginationMetadata, normalize_pagination_dict
+from modules.datamodels.datamodelPagination import (
+    PaginationParams,
+    PaginatedResponse,
+    PaginationMetadata,
+    normalize_pagination_dict,
+    AppliedViewMeta,
+)
 from modules.datamodels.datamodelBilling import (
     BillingAccount,
     BillingTransaction,
@@ -478,31 +484,172 @@ def getBalanceForMandate(
         raise HTTPException(status_code=500, detail=str(e))
 
 
-@router.get("/transactions", response_model=List[TransactionResponse])
+def _normalize_billing_tx_dict(t: Dict[str, Any]) -> Dict[str, Any]:
+    """Make billing transaction rows JSON/grouping-safe (datetimes → str, enums → str)."""
+    from datetime import date as date_cls, datetime as dt_cls
+
+    r = dict(t)
+    for k, v in list(r.items()):
+        if isinstance(v, dt_cls):
+            r[k] = v.isoformat()
+        elif isinstance(v, date_cls):
+            r[k] = v.isoformat()
+    for ek in ("transactionType", "referenceType"):
+        if ek in r and r[ek] is not None and not isinstance(r[ek], str):
+            ev = r[ek]
+            r[ek] = getattr(ev, "value", None) or str(ev)
+    return r
+
+
+def _load_billing_user_transactions_normalized(billingService) -> List[Dict[str, Any]]:
+    raw = billingService.getTransactionHistory(limit=5000)
+    return [_normalize_billing_tx_dict(t) for t in raw]
+
+
+def _view_user_transactions_filtered_list(
+    billing_interface,
+    load_mandate_ids: Optional[List[str]],
+    effective_scope: str,
+    personal_user_id: Optional[str],
+    pagination_params: PaginationParams,
+    ctx_user,
+) -> List[Dict[str, Any]]:
+    """Up to 5000 rows: SQL window + in-memory filters/sort (incl. enriched columns)."""
+    from modules.interfaces.interfaceDbManagement import ComponentObjects
+
+    bulk_params = pagination_params.model_copy(deep=True)
+    bulk_params.page = 1
+    bulk_params.pageSize = 5000
+    bulk_result = billing_interface.getTransactionsForMandatesPaginated(
+        mandateIds=load_mandate_ids,
+        pagination=bulk_params,
+        scope=effective_scope,
+        userId=personal_user_id,
+    )
+    all_items = [_normalize_billing_tx_dict(dict(x)) for x in bulk_result.items]
+    comp = ComponentObjects()
+    comp.setUserContext(ctx_user)
+    if pagination_params.filters:
+        all_items = comp._applyFilters(all_items, pagination_params.filters)
+    if pagination_params.sort:
+        all_items = comp._applySorting(all_items, pagination_params.sort)
+    return all_items
+
+
+@router.get("/transactions")
 @limiter.limit("30/minute")
 def getTransactions(
     request: Request,
     limit: int = Query(default=50, ge=1, le=500),
     offset: int = Query(default=0, ge=0),
-    ctx: RequestContext = Depends(getRequestContext)
+    pagination: Optional[str] = Query(
+        None,
+        description="JSON PaginationParams for table UI (filters, sort, viewKey, groupByLevels).",
+    ),
+    mode: Optional[str] = Query(None, description="'filterValues' | 'ids' with pagination"),
+    column: Optional[str] = Query(None, description="Column for mode=filterValues"),
+    ctx: RequestContext = Depends(getRequestContext),
 ):
     """
     Get transaction history across all mandates the user belongs to.
+
+    Without ``pagination`` query: legacy behaviour — returns a JSON array of
+    transactions (`limit`/`offset` window).
+
+    With ``pagination`` JSON: returns ``{ items, pagination, groupLayout?, appliedView? }``.
+    Table list views use contextKey ``billing/transactions``.
     """
     try:
         billingService = getBillingService(
             ctx.user,
             ctx.mandateId,
-            featureCode="billing"
+            featureCode="billing",
         )
 
-        # Fetch enough transactions for pagination
-        transactions = billingService.getTransactionHistory(limit=offset + limit)
+        if pagination:
+            from modules.routes.routeHelpers import (
+                applyViewToParams,
+                buildGroupLayout,
+                effective_group_by_levels,
+                handleFilterValuesInMemory,
+                handleIdsInMemory,
+                resolveView,
+            )
+            from modules.interfaces.interfaceDbApp import getInterface as getAppInterface
+            from modules.interfaces.interfaceDbManagement import ComponentObjects
 
-        # Convert to response model
-        result = []
-        for t in transactions[offset:offset + limit]:
-            result.append(TransactionResponse(
+            CONTEXT_KEY = "billing/transactions"
+
+            try:
+                paginationDict = json.loads(pagination)
+                if not paginationDict:
+                    raise ValueError("empty pagination")
+                paginationDict = normalize_pagination_dict(paginationDict)
+                paginationParams = PaginationParams(**paginationDict)
+            except (json.JSONDecodeError, ValueError, TypeError) as e:
+                raise HTTPException(status_code=400, detail=f"Invalid pagination parameter: {str(e)}")
+
+            appInterface = getAppInterface(ctx.user)
+            viewKey = paginationParams.viewKey
+            viewConfig, viewDisplayName = resolveView(appInterface, CONTEXT_KEY, viewKey)
+            viewMeta = AppliedViewMeta(viewKey=viewKey, displayName=viewDisplayName) if viewKey else None
+            paginationParams = applyViewToParams(paginationParams, viewConfig)
+            groupByLevels = effective_group_by_levels(paginationParams, viewConfig)
+
+            all_items = _load_billing_user_transactions_normalized(billingService)
+
+            if mode == "filterValues":
+                if not column:
+                    raise HTTPException(status_code=400, detail="column parameter required for mode=filterValues")
+                return handleFilterValuesInMemory(all_items, column, pagination)
+
+            if mode == "ids":
+                return handleIdsInMemory(all_items, pagination)
+
+            comp = ComponentObjects()
+            comp.setUserContext(ctx.user)
+            if paginationParams.filters:
+                all_items = comp._applyFilters(all_items, paginationParams.filters)
+            if paginationParams.sort:
+                all_items = comp._applySorting(all_items, paginationParams.sort)
+
+            totalItems = len(all_items)
+            totalPages = math.ceil(totalItems / paginationParams.pageSize) if totalItems > 0 else 0
+
+            if not groupByLevels:
+                pstart = (paginationParams.page - 1) * paginationParams.pageSize
+                page_items = all_items[pstart : pstart + paginationParams.pageSize]
+                group_layout = None
+            else:
+                page_items, group_layout = buildGroupLayout(
+                    all_items,
+                    groupByLevels,
+                    paginationParams.page,
+                    paginationParams.pageSize,
+                )
+
+            resp: Dict[str, Any] = {
+                "items": page_items,
+                "pagination": PaginationMetadata(
+                    currentPage=paginationParams.page,
+                    pageSize=paginationParams.pageSize,
+                    totalItems=totalItems,
+                    totalPages=totalPages,
+                    sort=paginationParams.sort,
+                    filters=paginationParams.filters,
+                ).model_dump(),
+            }
+            if group_layout:
+                resp["groupLayout"] = group_layout.model_dump()
+            if viewMeta:
+                resp["appliedView"] = viewMeta.model_dump()
+            return JSONResponse(content=resp)
+
+        transactions = billingService.getTransactionHistory(limit=offset + limit)
+        result: List[TransactionResponse] = []
+        for t in transactions[offset : offset + limit]:
+            result.append(
+                TransactionResponse(
                     id=t.get("id"),
                     accountId=t.get("accountId"),
                     transactionType=TransactionTypeEnum(t.get("transactionType", "DEBIT")),
@@ -517,11 +664,13 @@ def getTransactions(
                     createdByUserId=t.get("createdByUserId"),
                     sysCreatedAt=t.get("sysCreatedAt"),
                     mandateId=t.get("mandateId"),
-                mandateName=t.get("mandateName")
-            ))
-        
+                    mandateName=t.get("mandateName"),
+                )
+            )
         return result
 
+    except HTTPException:
+        raise
     except Exception as e:
         logger.error(f"Error getting billing transactions: {e}")
         raise HTTPException(status_code=500, detail=str(e))
@@ -1757,7 +1906,7 @@ def getUserViewStatistics(
 
 
 @router.get("/view/users/transactions", response_model=PaginatedResponse[UserTransactionResponse])
-@limiter.limit("30/minute")
+@limiter.limit("120/minute")
 def getUserViewTransactions(
     request: Request,
     pagination: Optional[str] = Query(None, description="JSON-encoded PaginationParams object"),
@@ -1808,7 +1957,6 @@ def getUserViewTransactions(
         if mode == "filterValues":
             if not column:
                 raise HTTPException(status_code=400, detail="column parameter required for mode=filterValues")
-            from fastapi.responses import JSONResponse
             crossFilterParams = parseCrossFilterPagination(column, pagination)
             values = billingInterface.getTransactionDistinctValues(
                 mandateIds=loadMandateIds,
@@ -1820,7 +1968,6 @@ def getUserViewTransactions(
             return JSONResponse(content=values)
 
         if mode == "ids":
-            from fastapi.responses import JSONResponse
             paginationParams = None
             if pagination:
                 import json as _json
@@ -1835,6 +1982,66 @@ def getUserViewTransactions(
             ) if hasattr(billingInterface, 'getTransactionIds') else []
             return JSONResponse(content=ids)
 
+        if mode == "groupSummary":
+            if not pagination:
+                raise HTTPException(status_code=400, detail="pagination required for groupSummary")
+            import json as _json
+            from collections import defaultdict
+            from modules.interfaces.interfaceDbApp import getInterface as getAppInterface
+            from modules.routes.routeHelpers import (
+                applyViewToParams,
+                effective_group_by_levels,
+                resolveView,
+            )
+
+            pagination_dict = _json.loads(pagination)
+            pagination_dict = normalize_pagination_dict(pagination_dict)
+            summary_params = PaginationParams(**pagination_dict)
+            CONTEXT_KEY = "billing/view/users/transactions"
+            app_interface = getAppInterface(ctx.user)
+            summary_vk = summary_params.viewKey
+            summary_view_cfg, _ = resolveView(app_interface, CONTEXT_KEY, summary_vk)
+            summary_params = applyViewToParams(summary_params, summary_view_cfg)
+            levels = effective_group_by_levels(summary_params, summary_view_cfg)
+            if not levels or not levels[0].get("field"):
+                raise HTTPException(
+                    status_code=400,
+                    detail="groupByLevels[0].field required for groupSummary",
+                )
+            field = levels[0]["field"]
+            null_label = str(levels[0].get("nullLabel") or "—")
+            all_rows = _view_user_transactions_filtered_list(
+                billingInterface,
+                loadMandateIds,
+                scope,
+                personalUserId,
+                summary_params,
+                ctx.user,
+            )
+            counts: Dict[str, int] = defaultdict(int)
+            labels: Dict[str, str] = {}
+            null_key = "\x00NULL"
+            for item in all_rows:
+                raw = item.get(field)
+                if raw is None or raw == "":
+                    nk = null_key
+                    labels[nk] = null_label
+                else:
+                    nk = str(raw)
+                    if nk not in labels:
+                        labels[nk] = nk
+                counts[nk] += 1
+            groups_out: List[Dict[str, Any]] = []
+            for nk in sorted(counts.keys(), key=lambda x: (x == null_key, labels.get(x, x).lower())):
+                groups_out.append(
+                    {
+                        "value": None if nk == null_key else nk,
+                        "label": labels.get(nk, nk),
+                        "totalCount": counts[nk],
+                    }
+                )
+            return JSONResponse(content={"groups": groups_out})
+
         paginationParams = None
         if pagination:
             import json as _json
@@ -1847,15 +2054,21 @@ def getUserViewTransactions(
         if not paginationParams:
             paginationParams = PaginationParams(page=1, pageSize=50)
 
-        result = billingInterface.getTransactionsForMandatesPaginated(
-            mandateIds=loadMandateIds,
-            pagination=paginationParams,
-            scope=effectiveScope,
-            userId=personalUserId,
+        from modules.interfaces.interfaceDbApp import getInterface as getAppInterface
+        from modules.routes.routeHelpers import (
+            applyViewToParams,
+            buildGroupLayout,
+            effective_group_by_levels,
+            resolveView,
         )
 
-        logger.debug(f"SQL-paginated {result.totalItems} transactions for user {ctx.user.id} "
-                      f"(scope={scope}, mandateId={mandateId}, page={paginationParams.page})")
+        CONTEXT_KEY = "billing/view/users/transactions"
+        appInterface = getAppInterface(ctx.user)
+        viewKey = paginationParams.viewKey
+        viewConfig, viewDisplayName = resolveView(appInterface, CONTEXT_KEY, viewKey)
+        viewMeta = AppliedViewMeta(viewKey=viewKey, displayName=viewDisplayName) if viewKey else None
+        paginationParams = applyViewToParams(paginationParams, viewConfig)
+        groupByLevels = effective_group_by_levels(paginationParams, viewConfig)
 
         def _toResponse(d):
             return UserTransactionResponse(
@@ -1875,7 +2088,54 @@ def getUserViewTransactions(
                 mandateId=d.get("mandateId"),
                 mandateName=d.get("mandateName"),
                 userId=d.get("userId"),
-                userName=d.get("userName")
+                userName=d.get("userName"),
+            )
+
+        if groupByLevels:
+            all_items = _view_user_transactions_filtered_list(
+                billingInterface,
+                loadMandateIds,
+                effectiveScope,
+                personalUserId,
+                paginationParams,
+                ctx.user,
+            )
+
+            totalItems = len(all_items)
+            totalPages = math.ceil(totalItems / paginationParams.pageSize) if totalItems > 0 else 0
+            page_items, group_layout = buildGroupLayout(
+                all_items,
+                groupByLevels,
+                paginationParams.page,
+                paginationParams.pageSize,
+            )
+            resp: Dict[str, Any] = {
+                "items": [_toResponse(d).model_dump(mode="json") for d in page_items],
+                "pagination": PaginationMetadata(
+                    currentPage=paginationParams.page,
+                    pageSize=paginationParams.pageSize,
+                    totalItems=totalItems,
+                    totalPages=totalPages,
+                    sort=paginationParams.sort,
+                    filters=paginationParams.filters,
+                ).model_dump(mode="json"),
+            }
+            if group_layout:
+                resp["groupLayout"] = group_layout.model_dump(mode="json")
+            if viewMeta:
+                resp["appliedView"] = viewMeta.model_dump(mode="json")
+            return JSONResponse(content=resp)
+
+        result = billingInterface.getTransactionsForMandatesPaginated(
+            mandateIds=loadMandateIds,
+            pagination=paginationParams,
+            scope=effectiveScope,
+            userId=personalUserId,
+        )
+
+        logger.debug(
+            f"SQL-paginated {result.totalItems} transactions for user {ctx.user.id} "
+            f"(scope={scope}, mandateId={mandateId}, page={paginationParams.page})"
         )
 
         return PaginatedResponse(
@@ -1887,7 +2147,7 @@ def getUserViewTransactions(
                 totalPages=result.totalPages,
                 sort=paginationParams.sort,
                 filters=paginationParams.filters,
-            )
+            ),
         )
 
     except Exception as e:

modules/routes/routeClickup.py

@@ -57,8 +57,8 @@ def _svc_for_connection(current_user: User, connection: UserConnection):
     services = getServices(current_user, None)
     if not services.clickup.setAccessTokenFromConnection(connection):
         raise HTTPException(
-            status_code=status.HTTP_401_UNAUTHORIZED,
-            detail=routeApiMsg("Failed to set ClickUp access token"),
+            status_code=status.HTTP_502_BAD_GATEWAY,
+            detail=routeApiMsg("Failed to set ClickUp access token. Connection may be expired or invalid."),
         )
     return services.clickup
 

modules/routes/routeDataConnections.py

@@ -17,6 +17,7 @@ import logging
 import json
 import math
 from urllib.parse import quote
+from fastapi.responses import JSONResponse
 
 from modules.datamodels.datamodelUam import User, UserConnection, AuthAuthority, ConnectionStatus
 from modules.datamodels.datamodelSecurity import Token
@@ -154,12 +155,12 @@ async def get_connections(
     """
     from modules.routes.routeHelpers import (
         handleFilterValuesInMemory, handleIdsInMemory, enrichRowsWithFkLabels,
-        handleGroupingInRequest, applyGroupScopeFilter,
+        resolveView, applyViewToParams, buildGroupLayout, effective_group_by_levels,
     )
+    from modules.datamodels.datamodelPagination import AppliedViewMeta
 
     CONTEXT_KEY = "connections"
 
-    # Parse pagination params early — needed for grouping in all modes
     paginationParams = None
     if pagination:
         try:
@@ -171,7 +172,13 @@ async def get_connections(
             raise HTTPException(status_code=400, detail=f"Invalid pagination parameter: {str(e)}")
 
     interface = getInterface(currentUser)
-    groupCtx = handleGroupingInRequest(paginationParams, interface, CONTEXT_KEY)
+
+    # Resolve view and merge config into params
+    viewKey = paginationParams.viewKey if paginationParams else None
+    viewConfig, viewDisplayName = resolveView(interface, CONTEXT_KEY, viewKey)
+    viewMeta = AppliedViewMeta(viewKey=viewKey, displayName=viewDisplayName) if viewKey else None
+    paginationParams = applyViewToParams(paginationParams, viewConfig)
+    groupByLevels = effective_group_by_levels(paginationParams, viewConfig)
 
     def _buildEnhancedItems():
         connections = interface.getUserConnections(currentUser.id)
@@ -200,7 +207,6 @@ async def get_connections(
         try:
             items = _buildEnhancedItems()
             enrichRowsWithFkLabels(items, UserConnection)
-            items = applyGroupScopeFilter(items, groupCtx.itemIds)
             return handleFilterValuesInMemory(items, column, pagination)
         except Exception as e:
             logger.error(f"Error getting filter values for connections: {str(e)}")
@@ -208,19 +214,60 @@ async def get_connections(
 
     if mode == "ids":
         try:
-            items = applyGroupScopeFilter(_buildEnhancedItems(), groupCtx.itemIds)
-            return handleIdsInMemory(items, pagination)
+            return handleIdsInMemory(_buildEnhancedItems(), pagination)
         except Exception as e:
             logger.error(f"Error getting IDs for connections: {str(e)}")
             raise HTTPException(status_code=500, detail=str(e))
 
+    if mode == "groupSummary":
+        if not pagination:
+            raise HTTPException(status_code=400, detail="pagination required for groupSummary")
+        from modules.routes.routeHelpers import (
+            apply_strategy_b_filters_and_sort,
+            build_group_summary_groups,
+        )
+        if not groupByLevels or not groupByLevels[0].get("field"):
+            raise HTTPException(
+                status_code=400,
+                detail="groupByLevels[0].field required for groupSummary",
+            )
+        field = groupByLevels[0]["field"]
+        null_label = str(groupByLevels[0].get("nullLabel") or "—")
+        connections = interface.getUserConnections(currentUser.id)
         try:
-        # NOTE: Cannot use db.getRecordsetPaginated() here because each connection
-        # is enriched with computed tokenStatus/tokenExpiresAt (requires per-row DB lookup).
-        # Token refresh also may trigger re-fetch. Connections per user are typically < 10,
-        # so in-memory pagination is acceptable.
+            refresh_result = await token_refresh_service.refresh_expired_tokens(currentUser.id)
+            if refresh_result.get("refreshed", 0) > 0:
+                logger.info(
+                    "Silently refreshed %s tokens for user %s (groupSummary)",
+                    refresh_result["refreshed"],
+                    currentUser.id,
+                )
+                connections = interface.getUserConnections(currentUser.id)
+        except Exception as e:
+            logger.warning(f"Silent token refresh failed for user {currentUser.id}: {str(e)}")
+        enhanced_connections_dict = []
+        for connection in connections:
+            tokenStatus, tokenExpiresAt = getTokenStatusForConnection(interface, connection.id)
+            enhanced_connections_dict.append({
+                "id": connection.id,
+                "userId": connection.userId,
+                "authority": connection.authority.value if hasattr(connection.authority, 'value') else str(connection.authority),
+                "externalId": connection.externalId,
+                "externalUsername": connection.externalUsername or "",
+                "externalEmail": connection.externalEmail,
+                "status": connection.status.value if hasattr(connection.status, 'value') else str(connection.status),
+                "connectedAt": connection.connectedAt,
+                "lastChecked": connection.lastChecked,
+                "expiresAt": connection.expiresAt,
+                "tokenStatus": tokenStatus,
+                "tokenExpiresAt": tokenExpiresAt
+            })
+        enrichRowsWithFkLabels(enhanced_connections_dict, UserConnection)
+        filtered = apply_strategy_b_filters_and_sort(enhanced_connections_dict, paginationParams, currentUser)
+        groups_out = build_group_summary_groups(filtered, field, null_label)
+        return JSONResponse(content={"groups": groups_out})
 
-        # SECURITY FIX: All users (including admins) can only see their own connections
+    try:
         connections = interface.getUserConnections(currentUser.id)
 
         # Perform silent token refresh for expired OAuth connections
@@ -235,7 +282,7 @@ async def get_connections(
         enhanced_connections_dict = []
         for connection in connections:
             tokenStatus, tokenExpiresAt = getTokenStatusForConnection(interface, connection.id)
-            connection_dict = {
+            enhanced_connections_dict.append({
                 "id": connection.id,
                 "userId": connection.userId,
                 "authority": connection.authority.value if hasattr(connection.authority, 'value') else str(connection.authority),
@@ -248,46 +295,31 @@ async def get_connections(
                 "expiresAt": connection.expiresAt,
                 "tokenStatus": tokenStatus,
                 "tokenExpiresAt": tokenExpiresAt
-            }
-            enhanced_connections_dict.append(connection_dict)
+            })
 
         enrichRowsWithFkLabels(enhanced_connections_dict, UserConnection)
-        enhanced_connections_dict = applyGroupScopeFilter(enhanced_connections_dict, groupCtx.itemIds)
 
         if paginationParams is None:
-            return {
-                "items": enhanced_connections_dict,
-                "pagination": None,
-                "groupTree": groupCtx.groupTree,
-            }
+            return {"items": enhanced_connections_dict, "pagination": None}
 
-        # Apply filtering if provided
+        # Apply filtering and sorting over full list (Strategy B)
+        component_interface = ComponentObjects()
+        component_interface.setUserContext(currentUser)
         if paginationParams.filters:
-            component_interface = ComponentObjects()
-            component_interface.setUserContext(currentUser)
-            enhanced_connections_dict = component_interface._applyFilters(
-                enhanced_connections_dict,
-                paginationParams.filters
-            )
-
-        # Apply sorting if provided
+            enhanced_connections_dict = component_interface._applyFilters(enhanced_connections_dict, paginationParams.filters)
         if paginationParams.sort:
-            component_interface = ComponentObjects()
-            component_interface.setUserContext(currentUser)
-            enhanced_connections_dict = component_interface._applySorting(
-                enhanced_connections_dict,
-                paginationParams.sort
-            )
+            enhanced_connections_dict = component_interface._applySorting(enhanced_connections_dict, paginationParams.sort)
 
         totalItems = len(enhanced_connections_dict)
         totalPages = math.ceil(totalItems / paginationParams.pageSize) if totalItems > 0 else 0
 
-        startIdx = (paginationParams.page - 1) * paginationParams.pageSize
-        endIdx = startIdx + paginationParams.pageSize
-        paged_connections = enhanced_connections_dict[startIdx:endIdx]
+        # Strategy B grouping: operates on full filtered+sorted list, then slices
+        page_items, groupLayout = buildGroupLayout(
+            enhanced_connections_dict, groupByLevels, paginationParams.page, paginationParams.pageSize
+        )
 
-        return {
-            "items": paged_connections,
+        response: dict = {
+            "items": page_items,
             "pagination": PaginationMetadata(
                 currentPage=paginationParams.page,
                 pageSize=paginationParams.pageSize,
@@ -296,8 +328,12 @@ async def get_connections(
                 sort=paginationParams.sort,
                 filters=paginationParams.filters
             ).model_dump(),
-            "groupTree": groupCtx.groupTree,
         }
+        if groupLayout:
+            response["groupLayout"] = groupLayout.model_dump()
+        if viewMeta:
+            response["appliedView"] = viewMeta.model_dump()
+        return response
 
     except HTTPException:
         raise

modules/routes/routeDataFiles.py

@@ -5,13 +5,14 @@ from fastapi.responses import JSONResponse
 from typing import List, Dict, Any, Optional
 import logging
 import json
+import math
 
 # Import auth module
 from modules.auth import limiter, getCurrentUser, getRequestContext, RequestContext
 
 # Import interfaces
 import modules.interfaces.interfaceDbManagement as interfaceDbManagement
-from modules.datamodels.datamodelFiles import FileItem, FilePreview
+from modules.datamodels.datamodelFiles import FileItem, FilePreview, FileFolder
 from modules.shared.attributeUtils import getModelAttributeDefinitions
 from modules.datamodels.datamodelUam import User
 from modules.datamodels.datamodelPagination import PaginationParams, PaginatedResponse, PaginationMetadata, normalize_pagination_dict
@@ -72,14 +73,18 @@ def _resolveFileWithScope(currentUser: User, context: RequestContext, fileId: st
     return scopedMgmt, fileItem
 
 
-async def _autoIndexFile(fileId: str, fileName: str, mimeType: str, user):
+async def _autoIndexFile(fileId: str, fileName: str, mimeType: str, user, *, mandateId: str = None, featureInstanceId: str = None):
     """Background task: pre-scan + extraction + knowledge indexing.
     Step 1: Structure Pre-Scan (AI-free) -> FileContentIndex (persisted)
     Step 2: Content extraction via runExtraction -> ContentParts
     Step 3: KnowledgeService.requestIngestion -> idempotent chunking + embedding -> Knowledge Store"""
     userId = user.id if hasattr(user, "id") else str(user)
     try:
-        mgmtInterface = interfaceDbManagement.getInterface(user)
+        mgmtInterface = interfaceDbManagement.getInterface(
+            user,
+            mandateId=mandateId or None,
+            featureInstanceId=featureInstanceId or None,
+        )
         mgmtInterface.updateFile(fileId, {"status": "processing"})
 
         rawBytes = mgmtInterface.getFileData(fileId)
@@ -250,6 +255,213 @@ router = APIRouter(
     }
 )
 
+
+@router.get("/folders/tree")
+@limiter.limit("120/minute")
+def get_folder_tree(
+    request: Request,
+    owner: str = Query("me", description="'me' | 'shared'"),
+    currentUser: User = Depends(getCurrentUser),
+    context: RequestContext = Depends(getRequestContext),
+):
+    try:
+        managementInterface = interfaceDbManagement.getInterface(
+            currentUser,
+            mandateId=str(context.mandateId) if context.mandateId else None,
+            featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+        )
+        o = (owner or "me").strip().lower()
+        if o == "me":
+            return managementInterface.getOwnFolderTree()
+        if o == "shared":
+            return managementInterface.getSharedFolderTree()
+        raise HTTPException(status_code=400, detail="owner must be 'me' or 'shared'")
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"get_folder_tree error: {e}")
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/folders", status_code=status.HTTP_201_CREATED)
+@limiter.limit("30/minute")
+def create_folder(
+    request: Request,
+    body: Dict[str, Any] = Body(...),
+    currentUser: User = Depends(getCurrentUser),
+    context: RequestContext = Depends(getRequestContext),
+):
+    try:
+        name = body.get("name")
+        if not name or not str(name).strip():
+            raise HTTPException(status_code=400, detail="name is required")
+        parentId = body.get("parentId") or None
+        managementInterface = interfaceDbManagement.getInterface(
+            currentUser,
+            mandateId=str(context.mandateId) if context.mandateId else None,
+            featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+        )
+        return managementInterface.createFolder(str(name).strip(), parentId)
+    except PermissionError as e:
+        raise HTTPException(status_code=403, detail=str(e))
+    except interfaceDbManagement.FileNotFoundError as e:
+        raise HTTPException(status_code=404, detail=str(e))
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"create_folder error: {e}")
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.patch("/folders/{folderId}")
+@limiter.limit("30/minute")
+def rename_folder(
+    request: Request,
+    folderId: str = Path(...),
+    body: Dict[str, Any] = Body(...),
+    currentUser: User = Depends(getCurrentUser),
+    context: RequestContext = Depends(getRequestContext),
+):
+    try:
+        name = body.get("name")
+        if not name or not str(name).strip():
+            raise HTTPException(status_code=400, detail="name is required")
+        managementInterface = interfaceDbManagement.getInterface(
+            currentUser,
+            mandateId=str(context.mandateId) if context.mandateId else None,
+            featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+        )
+        return managementInterface.renameFolder(folderId, str(name).strip())
+    except PermissionError as e:
+        raise HTTPException(status_code=403, detail=str(e))
+    except interfaceDbManagement.FileNotFoundError as e:
+        raise HTTPException(status_code=404, detail=str(e))
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"rename_folder error: {e}")
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.post("/folders/{folderId}/move")
+@limiter.limit("30/minute")
+def move_folder(
+    request: Request,
+    folderId: str = Path(...),
+    body: Dict[str, Any] = Body(...),
+    currentUser: User = Depends(getCurrentUser),
+    context: RequestContext = Depends(getRequestContext),
+):
+    try:
+        newParentId = body.get("parentId")
+        managementInterface = interfaceDbManagement.getInterface(
+            currentUser,
+            mandateId=str(context.mandateId) if context.mandateId else None,
+            featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+        )
+        return managementInterface.moveFolder(folderId, newParentId or None)
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=str(e))
+    except PermissionError as e:
+        raise HTTPException(status_code=403, detail=str(e))
+    except interfaceDbManagement.FileNotFoundError as e:
+        raise HTTPException(status_code=404, detail=str(e))
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"move_folder error: {e}")
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.delete("/folders/{folderId}")
+@limiter.limit("30/minute")
+def delete_folder(
+    request: Request,
+    folderId: str = Path(...),
+    cascade: bool = Query(True, description="Cascade delete sub-folders and files"),
+    currentUser: User = Depends(getCurrentUser),
+    context: RequestContext = Depends(getRequestContext),
+):
+    try:
+        managementInterface = interfaceDbManagement.getInterface(
+            currentUser,
+            mandateId=str(context.mandateId) if context.mandateId else None,
+            featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+        )
+        return managementInterface.deleteFolderCascade(folderId)
+    except PermissionError as e:
+        raise HTTPException(status_code=403, detail=str(e))
+    except interfaceDbManagement.FileNotFoundError as e:
+        raise HTTPException(status_code=404, detail=str(e))
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"delete_folder error: {e}")
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.patch("/folders/{folderId}/scope")
+@limiter.limit("30/minute")
+def patch_folder_scope(
+    request: Request,
+    folderId: str = Path(...),
+    body: Dict[str, Any] = Body(...),
+    currentUser: User = Depends(getCurrentUser),
+    context: RequestContext = Depends(getRequestContext),
+):
+    try:
+        scope = body.get("scope")
+        if not scope:
+            raise HTTPException(status_code=400, detail="scope is required")
+        cascadeToFiles = body.get("cascadeToFiles", False)
+        managementInterface = interfaceDbManagement.getInterface(
+            currentUser,
+            mandateId=str(context.mandateId) if context.mandateId else None,
+            featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+        )
+        return managementInterface.patchFolderScope(folderId, scope, cascadeToFiles)
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=str(e))
+    except PermissionError as e:
+        raise HTTPException(status_code=403, detail=str(e))
+    except interfaceDbManagement.FileNotFoundError as e:
+        raise HTTPException(status_code=404, detail=str(e))
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"patch_folder_scope error: {e}")
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+@router.patch("/folders/{folderId}/neutralize")
+@limiter.limit("30/minute")
+def patch_folder_neutralize(
+    request: Request,
+    folderId: str = Path(...),
+    body: Dict[str, Any] = Body(...),
+    currentUser: User = Depends(getCurrentUser),
+    context: RequestContext = Depends(getRequestContext),
+):
+    try:
+        neutralize = body.get("neutralize")
+        if neutralize is None:
+            raise HTTPException(status_code=400, detail="neutralize is required")
+        managementInterface = interfaceDbManagement.getInterface(
+            currentUser,
+            mandateId=str(context.mandateId) if context.mandateId else None,
+            featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+        )
+        return managementInterface.patchFolderNeutralize(folderId, bool(neutralize))
+    except PermissionError as e:
+        raise HTTPException(status_code=403, detail=str(e))
+    except interfaceDbManagement.FileNotFoundError as e:
+        raise HTTPException(status_code=404, detail=str(e))
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"patch_folder_neutralize error: {e}")
+        raise HTTPException(status_code=500, detail=str(e))
+
 @router.get("/list")
 @limiter.limit("120/minute")
 def get_files(
@@ -289,9 +501,10 @@ def get_files(
         from modules.routes.routeHelpers import (
             handleIdsMode,
             handleFilterValuesInMemory,
-            handleGroupingInRequest, applyGroupScopeFilter,
+            resolveView, applyViewToParams, buildGroupLayout, effective_group_by_levels,
         )
         import modules.interfaces.interfaceDbApp as _appIface
+        from modules.datamodels.datamodelPagination import AppliedViewMeta
 
         managementInterface = interfaceDbManagement.getInterface(
             currentUser,
@@ -299,11 +512,40 @@ def get_files(
             featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None
         )
         appInterface = _appIface.getInterface(currentUser)
-        groupCtx = handleGroupingInRequest(paginationParams, appInterface, "files/list")
+
+        # Resolve view and merge config into params
+        viewKey = paginationParams.viewKey if paginationParams else None
+        viewConfig, viewDisplayName = resolveView(appInterface, "files/list", viewKey)
+        viewMeta = AppliedViewMeta(viewKey=viewKey, displayName=viewDisplayName) if viewKey else None
+        paginationParams = applyViewToParams(paginationParams, viewConfig)
+        groupByLevels = effective_group_by_levels(paginationParams, viewConfig)
 
         def _filesToDicts(fileItems):
             return [f.model_dump() if hasattr(f, "model_dump") else (dict(f) if not isinstance(f, dict) else f) for f in fileItems]
 
+        if mode == "groupSummary":
+            if not pagination:
+                raise HTTPException(status_code=400, detail="pagination required for groupSummary")
+            from modules.routes.routeHelpers import (
+                apply_strategy_b_filters_and_sort,
+                build_group_summary_groups,
+            )
+            if not groupByLevels or not groupByLevels[0].get("field"):
+                raise HTTPException(
+                    status_code=400,
+                    detail="groupByLevels[0].field required for groupSummary",
+                )
+            field = groupByLevels[0]["field"]
+            null_label = str(groupByLevels[0].get("nullLabel") or "—")
+            allFiles = managementInterface.getAllFiles()
+            allItems = enrichRowsWithFkLabels(
+                _filesToDicts(allFiles if isinstance(allFiles, list) else (allFiles.items if hasattr(allFiles, "items") else [])),
+                FileItem,
+            )
+            filtered = apply_strategy_b_filters_and_sort(allItems, paginationParams, currentUser)
+            groups_out = build_group_summary_groups(filtered, field, null_label)
+            return JSONResponse(content={"groups": groups_out})
+
         if mode == "filterValues":
             if not column:
                 raise HTTPException(status_code=400, detail="column parameter required for mode=filterValues")
@@ -311,18 +553,18 @@ def get_files(
             items = allFiles if isinstance(allFiles, list) else (allFiles.items if hasattr(allFiles, "items") else [])
             itemDicts = _filesToDicts(items)
             enrichRowsWithFkLabels(itemDicts, FileItem)
-            itemDicts = applyGroupScopeFilter(itemDicts, groupCtx.itemIds)
             return handleFilterValuesInMemory(itemDicts, column, pagination)
 
         if mode == "ids":
             recordFilter = {"sysCreatedBy": managementInterface.userId}
             return handleIdsMode(managementInterface.db, FileItem, pagination, recordFilter)
 
+        if not groupByLevels:
+            # No grouping: let DB handle pagination directly (fastest path)
             result = managementInterface.getAllFiles(pagination=paginationParams)
-
-        if paginationParams:
-            enriched = applyGroupScopeFilter(enrichRowsWithFkLabels(_filesToDicts(result.items), FileItem), groupCtx.itemIds)
-            return {
+            if paginationParams and hasattr(result, 'items'):
+                enriched = enrichRowsWithFkLabels(_filesToDicts(result.items), FileItem)
+                resp: dict = {
                     "items": enriched,
                     "pagination": PaginationMetadata(
                         currentPage=paginationParams.page,
@@ -332,12 +574,51 @@ def get_files(
                         sort=paginationParams.sort,
                         filters=paginationParams.filters
                     ).model_dump(),
-                "groupTree": groupCtx.groupTree,
                 }
             else:
                 items = result if isinstance(result, list) else (result.items if hasattr(result, "items") else [result])
-            enriched = applyGroupScopeFilter(enrichRowsWithFkLabels(_filesToDicts(items), FileItem), groupCtx.itemIds)
-            return {"items": enriched, "pagination": None, "groupTree": groupCtx.groupTree}
+                resp = {"items": enrichRowsWithFkLabels(_filesToDicts(items), FileItem), "pagination": None}
+            if viewMeta:
+                resp["appliedView"] = viewMeta.model_dump()
+            return resp
+
+        # Strategy B grouping: load full list, group, then slice
+        allFiles = managementInterface.getAllFiles()
+        allItems = enrichRowsWithFkLabels(
+            _filesToDicts(allFiles if isinstance(allFiles, list) else (allFiles.items if hasattr(allFiles, "items") else [])),
+            FileItem,
+        )
+
+        from modules.routes.routeHelpers import apply_strategy_b_filters_and_sort
+        if paginationParams.filters or paginationParams.sort:
+            allItems = apply_strategy_b_filters_and_sort(allItems, paginationParams, currentUser)
+
+        if not paginationParams:
+            resp = {"items": allItems, "pagination": None}
+            if viewMeta:
+                resp["appliedView"] = viewMeta.model_dump()
+            return resp
+
+        totalItems = len(allItems)
+        totalPages = math.ceil(totalItems / paginationParams.pageSize) if totalItems > 0 else 0
+        page_items, groupLayout = buildGroupLayout(allItems, groupByLevels, paginationParams.page, paginationParams.pageSize)
+
+        resp = {
+            "items": page_items,
+            "pagination": PaginationMetadata(
+                currentPage=paginationParams.page,
+                pageSize=paginationParams.pageSize,
+                totalItems=totalItems,
+                totalPages=totalPages,
+                sort=paginationParams.sort,
+                filters=paginationParams.filters
+            ).model_dump(),
+        }
+        if groupLayout:
+            resp["groupLayout"] = groupLayout.model_dump()
+        if viewMeta:
+            resp["appliedView"] = viewMeta.model_dump()
+        return resp
     except HTTPException:
         raise
     except Exception as e:
@@ -348,34 +629,11 @@ def get_files(
         )
 
 
-def _addFileToGroup(appInterface, fileId: str, groupId: str, contextKey: str = "files/list"):
-    """Add a file to a group in the persisted groupTree (upsert)."""
-    from modules.routes.routeHelpers import _collectItemIds
-    try:
-        existing = appInterface.getTableGrouping(contextKey)
-        if not existing:
-            return
-        nodes = [n.model_dump() if hasattr(n, 'model_dump') else n for n in existing.rootGroups]
-        def _add(nds):
-            for nd in nds:
-                nid = nd.get("id") if isinstance(nd, dict) else getattr(nd, "id", None)
-                if nid == groupId:
-                    itemIds = list(nd.get("itemIds", []) if isinstance(nd, dict) else getattr(nd, "itemIds", []))
-                    if fileId not in itemIds:
-                        itemIds.append(fileId)
-                    if isinstance(nd, dict):
-                        nd["itemIds"] = itemIds
-                    else:
-                        nd.itemIds = itemIds
-                    return True
-                subs = nd.get("subGroups", []) if isinstance(nd, dict) else getattr(nd, "subGroups", [])
-                if _add(subs):
-                    return True
-            return False
-        _add(nodes)
-        appInterface.upsertTableGrouping(contextKey, nodes)
-    except Exception as e:
-        logger.warning(f"_addFileToGroup failed: {e}")
+def _LEGACY_addFileToGroup_REMOVED():
+    """Removed — file-group tree no longer exists. Use multi-select bulk operations."""
+    pass
+
+
 
 
 @router.post("/upload", status_code=status.HTTP_201_CREATED)
@@ -385,7 +643,6 @@ async def upload_file(
     file: UploadFile = File(...),
     workflowId: Optional[str] = Form(None),
     featureInstanceId: Optional[str] = Form(None),
-    groupId: Optional[str] = Form(None),
     currentUser: User = Depends(getCurrentUser),
     context: RequestContext = Depends(getRequestContext),
 ) -> JSONResponse:
@@ -419,12 +676,6 @@ async def upload_file(
             managementInterface.updateFile(fileItem.id, {"featureInstanceId": featureInstanceId})
             fileItem.featureInstanceId = featureInstanceId
 
-        # Add to group if groupId was provided
-        if groupId:
-            import modules.interfaces.interfaceDbApp as _appIface
-            appInterface = _appIface.getInterface(currentUser)
-            _addFileToGroup(appInterface, fileItem.id, groupId)
-
         # Determine response message based on duplicate type
         if duplicateType == "exact_duplicate":
             message = f"File '{file.filename}' already exists with identical content. Reusing existing file."
@@ -462,6 +713,8 @@ async def upload_file(
                     fileName=fileItem.fileName,
                     mimeType=fileItem.mimeType,
                     user=currentUser,
+                    mandateId=str(context.mandateId) if context.mandateId else None,
+                    featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
                 ))
             except Exception as indexErr:
                 logger.warning(f"Auto-index trigger failed (non-blocking): {indexErr}")
@@ -526,82 +779,172 @@ def batch_delete_items(
         raise HTTPException(status_code=500, detail=str(e))
 
 
-# ── Group bulk endpoints ──────────────────────────────────────────────────────
-
-def _get_group_item_ids(contextKey: str, groupId: str, appInterface) -> set:
-    """Collect all file IDs in a group and its sub-groups from the stored groupTree."""
-    from modules.routes.routeHelpers import _collectItemIds
-    try:
-        existing = appInterface.getTableGrouping(contextKey)
-        if not existing:
-            return set()
-        nodes = [n.model_dump() if hasattr(n, 'model_dump') else n for n in existing.rootGroups]
-        result = _collectItemIds(nodes, groupId)
-        return result or set()
-    except Exception as e:
-        logger.error(f"_get_group_item_ids failed for groupId={groupId}: {e}")
-        return set()
-
-
-@router.patch("/groups/{groupId}/scope")
-@limiter.limit("60/minute")
-def patch_group_scope(
+@router.post("/batch-download")
+@limiter.limit("10/minute")
+def batchDownload(
+    request: Request,
+    body: Dict[str, Any] = Body(...),
+    currentUser: User = Depends(getCurrentUser),
+    context: RequestContext = Depends(getRequestContext),
+):
+    """Download multiple files and/or folders as a single ZIP archive,
+    preserving the folder hierarchy as ZIP paths."""
+    import io, zipfile
+
+    fileIds = body.get("fileIds") or []
+    folderIds = body.get("folderIds") or []
+
+    if not fileIds and not folderIds:
+        raise HTTPException(status_code=400, detail="fileIds or folderIds required")
+
+    try:
+        mgmt = interfaceDbManagement.getInterface(
+            currentUser,
+            mandateId=str(context.mandateId) if context.mandateId else None,
+            featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+        )
+
+        folderCache: dict[str, dict] = {}
+
+        def _getFolder(fid: str):
+            if fid not in folderCache:
+                f = mgmt.getFolder(fid)
+                folderCache[fid] = f if f else {}
+            return folderCache[fid]
+
+        def _folderPath(fid: str) -> str:
+            """Build the full path for a folder by walking up parentId."""
+            parts: list[str] = []
+            current = fid
+            visited: set[str] = set()
+            while current and current not in visited:
+                visited.add(current)
+                folder = _getFolder(current)
+                if not folder:
+                    break
+                parts.append(folder.get("name", current))
+                current = folder.get("parentId")
+            parts.reverse()
+            return "/".join(parts)
+
+        # Collect files from requested folders (recursive)
+        fileEntries: list[tuple[str, str]] = []
+        seenFileIds: set[str] = set()
+
+        for fid in folderIds:
+            childFolderIds = mgmt._collectChildFolderIds(fid)
+            for cfid in childFolderIds:
+                prefix = _folderPath(cfid)
+                items = mgmt.db.getRecordset(FileItem, recordFilter={"folderId": cfid})
+                for item in items:
+                    itemId = item.get("id") if isinstance(item, dict) else getattr(item, "id", None)
+                    if itemId and itemId not in seenFileIds:
+                        seenFileIds.add(itemId)
+                        fileEntries.append((itemId, prefix))
+
+        # Loose files (not via folder selection)
+        for fid in fileIds:
+            if fid in seenFileIds:
+                continue
+            seenFileIds.add(fid)
+            fileMeta = mgmt.getFile(fid)
+            if not fileMeta:
+                continue
+            fileFolderId = fileMeta.get("folderId") if isinstance(fileMeta, dict) else getattr(fileMeta, "folderId", None)
+            prefix = _folderPath(fileFolderId) if fileFolderId else ""
+            fileEntries.append((fid, prefix))
+
+        if not fileEntries:
+            raise HTTPException(status_code=404, detail="No downloadable files found")
+
+        buf = io.BytesIO()
+        with zipfile.ZipFile(buf, "w", zipfile.ZIP_DEFLATED) as zf:
+            for fid, prefix in fileEntries:
+                try:
+                    fileMeta = mgmt.getFile(fid)
+                    fileData = mgmt.getFileData(fid)
+                    if fileMeta and fileData:
+                        name = (fileMeta.get("fileName") if isinstance(fileMeta, dict) else getattr(fileMeta, "fileName", fid)) or fid
+                        zipPath = f"{prefix}/{name}" if prefix else name
+                        zf.writestr(zipPath, fileData)
+                except Exception as fe:
+                    logger.warning(f"batch_download: skipping file {fid}: {fe}")
+        buf.seek(0)
+        from fastapi.responses import StreamingResponse
+        return StreamingResponse(
+            buf,
+            media_type="application/zip",
+            headers={"Content-Disposition": 'attachment; filename="download.zip"'},
+        )
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"batch_download error: {e}")
+        raise HTTPException(status_code=500, detail=str(e))
+
+
+# ── Bulk file operations (replace former group-based bulk routes) ─────────────
+
+@router.post("/bulk/scope")
+@limiter.limit("30/minute")
+def bulk_set_scope(
     request: Request,
-    groupId: str = Path(..., description="Group ID"),
     body: dict = Body(...),
     currentUser: User = Depends(getCurrentUser),
     context: RequestContext = Depends(getRequestContext),
 ):
-    """Set scope for all files in a group (recursive)."""
-    scope = body.get("scope")
-    if not scope:
-        raise HTTPException(status_code=400, detail="scope is required")
+    """Set scope for a list of files by their IDs."""
+    fileIds: list = body.get("fileIds") or []
+    scope: str = body.get("scope") or ""
+    if not fileIds:
+        raise HTTPException(status_code=400, detail="fileIds is required")
+    validScopes = {"personal", "featureInstance", "mandate", "global"}
+    if scope not in validScopes:
+        raise HTTPException(status_code=400, detail=f"Invalid scope. Must be one of {validScopes}")
+    if scope == "global" and not context.isSysAdmin:
+        raise HTTPException(status_code=403, detail="Only sysadmins can set global scope")
     try:
-        import modules.interfaces.interfaceDbApp as _appIface
         managementInterface = interfaceDbManagement.getInterface(
             currentUser,
             mandateId=str(context.mandateId) if context.mandateId else None,
             featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
         )
-        appInterface = _appIface.getInterface(currentUser)
-        fileIds = _get_group_item_ids("files/list", groupId, appInterface)
         updated = 0
         for fid in fileIds:
             try:
                 managementInterface.updateFile(fid, {"scope": scope})
                 updated += 1
             except Exception as e:
-                logger.error(f"patch_group_scope: failed to update file {fid}: {e}")
-        return {"groupId": groupId, "scope": scope, "filesUpdated": updated}
+                logger.error(f"bulk_set_scope: failed for file {fid}: {e}")
+        return {"scope": scope, "filesUpdated": updated}
     except HTTPException:
         raise
     except Exception as e:
-        logger.error(f"patch_group_scope error: {e}")
+        logger.error(f"bulk_set_scope error: {e}")
         raise HTTPException(status_code=500, detail=str(e))
 
 
-@router.patch("/groups/{groupId}/neutralize")
-@limiter.limit("60/minute")
-def patch_group_neutralize(
+@router.post("/bulk/neutralize")
+@limiter.limit("30/minute")
+def bulk_set_neutralize(
     request: Request,
-    groupId: str = Path(..., description="Group ID"),
     body: dict = Body(...),
     currentUser: User = Depends(getCurrentUser),
     context: RequestContext = Depends(getRequestContext),
 ):
-    """Toggle neutralize for all files in a group (recursive, incl. knowledge purge/reindex)."""
+    """Set neutralize flag for a list of files by their IDs (incl. knowledge purge/reindex)."""
+    fileIds: list = body.get("fileIds") or []
     neutralize = body.get("neutralize")
+    if not fileIds:
+        raise HTTPException(status_code=400, detail="fileIds is required")
     if neutralize is None:
         raise HTTPException(status_code=400, detail="neutralize is required")
     try:
-        import modules.interfaces.interfaceDbApp as _appIface
         managementInterface = interfaceDbManagement.getInterface(
             currentUser,
             mandateId=str(context.mandateId) if context.mandateId else None,
             featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
         )
-        appInterface = _appIface.getInterface(currentUser)
-        fileIds = _get_group_item_ids("files/list", groupId, appInterface)
         updated = 0
         for fid in fileIds:
             try:
@@ -612,39 +955,37 @@ def patch_group_neutralize(
                         kIface = interfaceDbKnowledge.getInterface(currentUser)
                         kIface.purgeFileKnowledge(fid)
                     except Exception as ke:
-                        logger.warning(f"patch_group_neutralize: knowledge purge failed for {fid}: {ke}")
+                        logger.warning(f"bulk_set_neutralize: knowledge purge failed for {fid}: {ke}")
                 updated += 1
             except Exception as e:
-                logger.error(f"patch_group_neutralize: failed for file {fid}: {e}")
-        return {"groupId": groupId, "neutralize": neutralize, "filesUpdated": updated}
+                logger.error(f"bulk_set_neutralize: failed for file {fid}: {e}")
+        return {"neutralize": neutralize, "filesUpdated": updated}
     except HTTPException:
         raise
     except Exception as e:
-        logger.error(f"patch_group_neutralize error: {e}")
+        logger.error(f"bulk_set_neutralize error: {e}")
         raise HTTPException(status_code=500, detail=str(e))
 
 
-@router.get("/groups/{groupId}/download")
-@limiter.limit("20/minute")
-async def download_group_zip(
+@router.post("/bulk/download-zip")
+@limiter.limit("10/minute")
+async def bulk_download_zip(
     request: Request,
-    groupId: str = Path(..., description="Group ID"),
+    body: dict = Body(...),
     currentUser: User = Depends(getCurrentUser),
     context: RequestContext = Depends(getRequestContext),
 ):
-    """Download all files in a group as a ZIP archive."""
+    """Download a list of files as a ZIP archive."""
     import io, zipfile
+    fileIds: list = body.get("fileIds") or []
+    if not fileIds:
+        raise HTTPException(status_code=400, detail="fileIds is required")
     try:
-        import modules.interfaces.interfaceDbApp as _appIface
         managementInterface = interfaceDbManagement.getInterface(
             currentUser,
             mandateId=str(context.mandateId) if context.mandateId else None,
             featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
         )
-        appInterface = _appIface.getInterface(currentUser)
-        fileIds = _get_group_item_ids("files/list", groupId, appInterface)
-        if not fileIds:
-            raise HTTPException(status_code=404, detail="Group not found or empty")
         buf = io.BytesIO()
         with zipfile.ZipFile(buf, "w", zipfile.ZIP_DEFLATED) as zf:
             for fid in fileIds:
@@ -652,63 +993,21 @@ async def download_group_zip(
                     fileMeta = managementInterface.getFile(fid)
                     fileData = managementInterface.getFileData(fid)
                     if fileMeta and fileData:
-                        name = (fileMeta.get("fileName") if isinstance(fileMeta, dict) else getattr(fileMeta, "fileName", fid)) or fid
+                        name = (getattr(fileMeta, "fileName", None) or fid)
                         zf.writestr(name, fileData)
                 except Exception as fe:
-                    logger.warning(f"download_group_zip: skipping file {fid}: {fe}")
+                    logger.warning(f"bulk_download_zip: skipping file {fid}: {fe}")
         buf.seek(0)
         from fastapi.responses import StreamingResponse
         return StreamingResponse(
             buf,
             media_type="application/zip",
-            headers={"Content-Disposition": f'attachment; filename="group-{groupId}.zip"'},
+            headers={"Content-Disposition": 'attachment; filename="files.zip"'},
         )
     except HTTPException:
         raise
     except Exception as e:
-        logger.error(f"download_group_zip error: {e}")
-        raise HTTPException(status_code=500, detail=str(e))
-
-
-@router.delete("/groups/{groupId}")
-@limiter.limit("30/minute")
-def delete_group(
-    request: Request,
-    groupId: str = Path(..., description="Group ID"),
-    deleteItems: bool = Query(False, description="If true, also delete all files in the group"),
-    currentUser: User = Depends(getCurrentUser),
-    context: RequestContext = Depends(getRequestContext),
-):
-    """Remove a group from the groupTree. Optionally delete all its files."""
-    try:
-        import modules.interfaces.interfaceDbApp as _appIface
-        appInterface = _appIface.getInterface(currentUser)
-        fileIds = _get_group_item_ids("files/list", groupId, appInterface)
-        # Remove group from tree
-        existing = appInterface.getTableGrouping("files/list")
-        if existing:
-            from modules.routes.routeHelpers import _removeGroupFromTree
-            newRoots = _removeGroupFromTree([n.model_dump() if hasattr(n, 'model_dump') else n for n in existing.rootGroups], groupId)
-            appInterface.upsertTableGrouping("files/list", newRoots)
-        # Optionally delete files
-        deletedFiles = 0
-        if deleteItems:
-            managementInterface = interfaceDbManagement.getInterface(
-                currentUser,
-                mandateId=str(context.mandateId) if context.mandateId else None,
-                featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
-            )
-            for fid in fileIds:
-                try:
-                    managementInterface.deleteFile(fid)
-                    deletedFiles += 1
-                except Exception as e:
-                    logger.error(f"delete_group: failed to delete file {fid}: {e}")
-        return {"groupId": groupId, "deletedFiles": deletedFiles}
-    except HTTPException:
-        raise
-    except Exception as e:
-        logger.error(f"delete_group error: {e}")
+        logger.error(f"bulk_download_zip error: {e}")
         raise HTTPException(status_code=500, detail=str(e))
 
 
@@ -759,7 +1058,11 @@ def updateFileScope(
 
             async def _runReindexAfterScopeChange():
                 try:
-                    await _autoIndexFile(fileId=fileId, fileName=fn, mimeType=mt, user=context.user)
+                    await _autoIndexFile(
+                        fileId=fileId, fileName=fn, mimeType=mt, user=context.user,
+                        mandateId=str(context.mandateId) if context.mandateId else None,
+                        featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+                    )
                 except Exception as ex:
                     logger.warning("Re-index after scope change failed for %s: %s", fileId, ex)
 
@@ -837,7 +1140,11 @@ def updateFileNeutralize(
 
             async def _runReindexAfterNeutralizeToggle():
                 try:
-                    await _autoIndexFile(fileId=fileId, fileName=fn, mimeType=mt, user=context.user)
+                    await _autoIndexFile(
+                        fileId=fileId, fileName=fn, mimeType=mt, user=context.user,
+                        mandateId=str(context.mandateId) if context.mandateId else None,
+                        featureInstanceId=str(context.featureInstanceId) if context.featureInstanceId else None,
+                    )
                 except Exception as ex:
                     logger.error("Re-index after neutralize toggle failed for %s: %s (file has NO index until next re-index)", fileId, ex)
 
@@ -909,7 +1216,7 @@ def update_file(
 ) -> FileItem:
     """Update file info"""
     try:
-        _EDITABLE_FIELDS = {"fileName", "scope", "tags", "description", "neutralize"}
+        _EDITABLE_FIELDS = {"fileName", "folderId", "scope", "tags", "description", "neutralize"}
         safeData = {k: v for k, v in file_info.items() if k in _EDITABLE_FIELDS}
         if not safeData:
             raise HTTPException(status_code=400, detail=routeApiMsg("No editable fields provided"))

modules/routes/routeDataMandates.py

@@ -131,11 +131,9 @@ def get_mandates(
             handleFilterValuesInMemory, handleIdsInMemory,
             handleFilterValuesMode, handleIdsMode,
             parseCrossFilterPagination,
-            handleGroupingInRequest, applyGroupScopeFilter,
         )
 
         appInterface = interfaceDbApp.getRootInterface()
-        groupCtx = handleGroupingInRequest(paginationParams, appInterface, "mandates")
 
         def _mandateItemsForAdmin():
             items = []
@@ -154,23 +152,18 @@ def get_mandates(
                 values = appInterface.db.getDistinctColumnValues(Mandate, column, crossPagination)
                 return JSONResponse(content=sorted(values, key=lambda v: str(v).lower()))
             else:
-                mandateItems = applyGroupScopeFilter(_mandateItemsForAdmin(), groupCtx.itemIds)
-                return handleFilterValuesInMemory(mandateItems, column, pagination)
+                return handleFilterValuesInMemory(_mandateItemsForAdmin(), column, pagination)
 
         if mode == "ids":
             if isPlatformAdmin:
                 return handleIdsMode(appInterface.db, Mandate, pagination)
             else:
-                mandateItems = applyGroupScopeFilter(_mandateItemsForAdmin(), groupCtx.itemIds)
-                return handleIdsInMemory(mandateItems, pagination)
+                return handleIdsInMemory(_mandateItemsForAdmin(), pagination)
 
         if isPlatformAdmin:
             result = appInterface.getAllMandates(pagination=paginationParams)
             items = result.items if hasattr(result, 'items') else (result if isinstance(result, list) else [])
-            items = applyGroupScopeFilter(
-                [i.model_dump() if hasattr(i, 'model_dump') else (i if isinstance(i, dict) else vars(i)) for i in items],
-                groupCtx.itemIds,
-            )
+            items = [i.model_dump() if hasattr(i, 'model_dump') else (i if isinstance(i, dict) else vars(i)) for i in items]
             if paginationParams and hasattr(result, 'items'):
                 return PaginatedResponse(
                     items=items,
@@ -182,13 +175,11 @@ def get_mandates(
                         sort=paginationParams.sort,
                         filters=paginationParams.filters
                     ),
-                    groupTree=groupCtx.groupTree,
                 )
             else:
-                return PaginatedResponse(items=items, pagination=None, groupTree=groupCtx.groupTree)
+                return PaginatedResponse(items=items, pagination=None)
         else:
-            mandateItems = applyGroupScopeFilter(_mandateItemsForAdmin(), groupCtx.itemIds)
-            return PaginatedResponse(items=mandateItems, pagination=None, groupTree=groupCtx.groupTree)
+            return PaginatedResponse(items=_mandateItemsForAdmin(), pagination=None)
 
     except HTTPException:
         raise

modules/routes/routeDataPrompts.py

@@ -3,8 +3,10 @@
 from fastapi import APIRouter, HTTPException, Depends, Body, Path, Request, Query
 from typing import List, Dict, Any, Optional
 from fastapi import status
+from fastapi.responses import JSONResponse
 import logging
 import json
+import math
 
 # Import auth module
 from modules.auth import limiter, getCurrentUser
@@ -46,13 +48,13 @@ def get_prompts(
     """
     from modules.routes.routeHelpers import (
         handleFilterValuesInMemory, handleIdsInMemory, enrichRowsWithFkLabels,
-        handleGroupingInRequest, applyGroupScopeFilter,
+        resolveView, applyViewToParams, buildGroupLayout, effective_group_by_levels,
     )
     from modules.interfaces.interfaceDbApp import getInterface as getAppInterface
+    from modules.datamodels.datamodelPagination import AppliedViewMeta
 
     CONTEXT_KEY = "prompts"
 
-    # Parse pagination params early — needed for grouping in all modes
     paginationParams = None
     if pagination:
         try:
@@ -64,7 +66,13 @@ def get_prompts(
             raise HTTPException(status_code=400, detail=f"Invalid pagination parameter: {str(e)}")
 
     appInterface = getAppInterface(currentUser)
-    groupCtx = handleGroupingInRequest(paginationParams, appInterface, CONTEXT_KEY)
+
+    # Resolve view and merge config into params
+    viewKey = paginationParams.viewKey if paginationParams else None
+    viewConfig, viewDisplayName = resolveView(appInterface, CONTEXT_KEY, viewKey)
+    viewMeta = AppliedViewMeta(viewKey=viewKey, displayName=viewDisplayName) if viewKey else None
+    paginationParams = applyViewToParams(paginationParams, viewConfig)
+    groupByLevels = effective_group_by_levels(paginationParams, viewConfig)
 
     def _promptsToEnrichedDicts(promptItems):
         dicts = [r.model_dump() if hasattr(r, 'model_dump') else (dict(r) if not isinstance(r, dict) else r) for r in promptItems]
@@ -73,26 +81,44 @@ def get_prompts(
 
     managementInterface = interfaceDbManagement.getInterface(currentUser)
 
+    if mode == "groupSummary":
+        if not pagination:
+            raise HTTPException(status_code=400, detail="pagination required for groupSummary")
+        from modules.routes.routeHelpers import (
+            apply_strategy_b_filters_and_sort,
+            build_group_summary_groups,
+        )
+        if not groupByLevels or not groupByLevels[0].get("field"):
+            raise HTTPException(
+                status_code=400,
+                detail="groupByLevels[0].field required for groupSummary",
+            )
+        field = groupByLevels[0]["field"]
+        null_label = str(groupByLevels[0].get("nullLabel") or "—")
+        result = managementInterface.getAllPrompts(pagination=None)
+        allItems = _promptsToEnrichedDicts(
+            result if isinstance(result, list) else (result.items if hasattr(result, "items") else [])
+        )
+        filtered = apply_strategy_b_filters_and_sort(allItems, paginationParams, currentUser)
+        groups_out = build_group_summary_groups(filtered, field, null_label)
+        return JSONResponse(content={"groups": groups_out})
+
     if mode == "filterValues":
         if not column:
             raise HTTPException(status_code=400, detail="column parameter required for mode=filterValues")
         result = managementInterface.getAllPrompts(pagination=None)
-        items = _promptsToEnrichedDicts(result)
-        items = applyGroupScopeFilter(items, groupCtx.itemIds)
-        return handleFilterValuesInMemory(items, column, pagination)
+        return handleFilterValuesInMemory(_promptsToEnrichedDicts(result), column, pagination)
 
     if mode == "ids":
         result = managementInterface.getAllPrompts(pagination=None)
-        items = _promptsToEnrichedDicts(result)
-        items = applyGroupScopeFilter(items, groupCtx.itemIds)
-        return handleIdsInMemory(items, pagination)
+        return handleIdsInMemory(_promptsToEnrichedDicts(result), pagination)
 
+    if not groupByLevels:
+        # No grouping: let DB handle pagination directly
         result = managementInterface.getAllPrompts(pagination=paginationParams)
-
-    if paginationParams:
-        items = applyGroupScopeFilter(_promptsToEnrichedDicts(result.items), groupCtx.itemIds)
-        return {
-            "items": items,
+        if paginationParams and hasattr(result, 'items'):
+            response: dict = {
+                "items": _promptsToEnrichedDicts(result.items),
                 "pagination": PaginationMetadata(
                     currentPage=paginationParams.page,
                     pageSize=paginationParams.pageSize,
@@ -101,15 +127,52 @@ def get_prompts(
                     sort=paginationParams.sort,
                     filters=paginationParams.filters
                 ).model_dump(),
-            "groupTree": groupCtx.groupTree,
             }
         else:
-        items = applyGroupScopeFilter(_promptsToEnrichedDicts(result), groupCtx.itemIds)
-        return {
-            "items": items,
-            "pagination": None,
-            "groupTree": groupCtx.groupTree,
+            response = {"items": _promptsToEnrichedDicts(result if isinstance(result, list) else [result]), "pagination": None}
+        if viewMeta:
+            response["appliedView"] = viewMeta.model_dump()
+        return response
+
+    # Strategy B grouping: load all, filter+sort in-memory, group, then slice
+    result = managementInterface.getAllPrompts(pagination=None)
+    allItems = _promptsToEnrichedDicts(result if isinstance(result, list) else (result.items if hasattr(result, 'items') else []))
+
+    if not paginationParams:
+        response = {"items": allItems, "pagination": None}
+        if viewMeta:
+            response["appliedView"] = viewMeta.model_dump()
+        return response
+
+    if paginationParams.filters or paginationParams.sort:
+        from modules.interfaces.interfaceDbManagement import ComponentObjects
+        comp = ComponentObjects()
+        comp.setUserContext(currentUser)
+        if paginationParams.filters:
+            allItems = comp._applyFilters(allItems, paginationParams.filters)
+        if paginationParams.sort:
+            allItems = comp._applySorting(allItems, paginationParams.sort)
+
+    totalItems = len(allItems)
+    totalPages = math.ceil(totalItems / paginationParams.pageSize) if totalItems > 0 else 0
+    page_items, groupLayout = buildGroupLayout(allItems, groupByLevels, paginationParams.page, paginationParams.pageSize)
+
+    response = {
+        "items": page_items,
+        "pagination": PaginationMetadata(
+            currentPage=paginationParams.page,
+            pageSize=paginationParams.pageSize,
+            totalItems=totalItems,
+            totalPages=totalPages,
+            sort=paginationParams.sort,
+            filters=paginationParams.filters
+        ).model_dump(),
     }
+    if groupLayout:
+        response["groupLayout"] = groupLayout.model_dump()
+    if viewMeta:
+        response["appliedView"] = viewMeta.model_dump()
+    return response
 
 
 @router.post("", response_model=Prompt)

modules/routes/routeDataUsers.py

@@ -208,7 +208,6 @@ def get_users(
     - GET /api/users/ (no pagination - returns all users in mandate)
     - GET /api/users/?pagination={"page":1,"pageSize":10,"sort":[]}
     """
-    # Parse pagination early — needed for grouping in all modes
     _paginationParams = None
     if pagination:
         try:
@@ -219,10 +218,6 @@ def get_users(
         except (json.JSONDecodeError, ValueError) as e:
             raise HTTPException(status_code=400, detail=f"Invalid pagination parameter: {str(e)}")
 
-    from modules.routes.routeHelpers import handleGroupingInRequest as _handleGrouping, applyGroupScopeFilter as _applyGroupScope
-    _appInterfaceForGrouping = interfaceDbApp.getInterface(context.user, mandateId=context.mandateId)
-    _groupCtx = _handleGrouping(_paginationParams, _appInterfaceForGrouping, "users")
-
     if mode == "filterValues":
         if not column:
             raise HTTPException(status_code=400, detail="column parameter required for mode=filterValues")
@@ -233,14 +228,12 @@ def get_users(
 
     try:
         paginationParams = _paginationParams
-        appInterface = _appInterfaceForGrouping
+        appInterface = interfaceDbApp.getInterface(context.user, mandateId=context.mandateId)
 
         if context.mandateId:
-            # Get users for specific mandate using getUsersByMandate
             result = appInterface.getUsersByMandate(str(context.mandateId), paginationParams)
-
             if paginationParams and hasattr(result, 'items'):
-                enriched = _applyGroupScope(enrichRowsWithFkLabels(_usersToDicts(result.items), User), _groupCtx.itemIds)
+                enriched = enrichRowsWithFkLabels(_usersToDicts(result.items), User)
                 return {
                     "items": enriched,
                     "pagination": PaginationMetadata(
@@ -251,18 +244,14 @@ def get_users(
                         sort=paginationParams.sort,
                         filters=paginationParams.filters
                     ).model_dump(),
-                    "groupTree": _groupCtx.groupTree,
                 }
             else:
                 users = result if isinstance(result, list) else result.items if hasattr(result, 'items') else []
-                enriched = _applyGroupScope(enrichRowsWithFkLabels(_usersToDicts(users), User), _groupCtx.itemIds)
-                return {"items": enriched, "pagination": None, "groupTree": _groupCtx.groupTree}
+                return {"items": enrichRowsWithFkLabels(_usersToDicts(users), User), "pagination": None}
         elif context.isPlatformAdmin:
-            # PlatformAdmin without mandateId — DB-level pagination via interface
             result = appInterface.getAllUsers(paginationParams)
-
             if paginationParams and hasattr(result, 'items'):
-                enriched = _applyGroupScope(enrichRowsWithFkLabels(_usersToDicts(result.items), User), _groupCtx.itemIds)
+                enriched = enrichRowsWithFkLabels(_usersToDicts(result.items), User)
                 return {
                     "items": enriched,
                     "pagination": PaginationMetadata(
@@ -273,18 +262,13 @@ def get_users(
                         sort=paginationParams.sort,
                         filters=paginationParams.filters
                     ).model_dump(),
-                    "groupTree": _groupCtx.groupTree,
                 }
             else:
                 users = result if isinstance(result, list) else (result.items if hasattr(result, 'items') else [])
-                enriched = _applyGroupScope(enrichRowsWithFkLabels(_usersToDicts(users), User), _groupCtx.itemIds)
-                return {"items": enriched, "pagination": None, "groupTree": _groupCtx.groupTree}
+                return {"items": enrichRowsWithFkLabels(_usersToDicts(users), User), "pagination": None}
         else:
-            # Non-SysAdmin without mandateId: aggregate users across all admin mandates
             rootInterface = getRootInterface()
             userMandates = rootInterface.getUserMandates(str(context.user.id))
-            
-            # Find mandates where user has admin role
             adminMandateIds = []
             for um in userMandates:
                 umId = getattr(um, 'id', None)
@@ -299,10 +283,7 @@ def get_users(
                         break
 
             if not adminMandateIds:
-                raise HTTPException(
-                    status_code=status.HTTP_403_FORBIDDEN,
-                    detail=routeApiMsg("No admin access to any mandate")
-                )
+                raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail=routeApiMsg("No admin access to any mandate"))
 
             from modules.datamodels.datamodelMembership import UserMandate as UserMandateModel
             allUM = rootInterface.db.getRecordset(UserMandateModel, recordFilter={"mandateId": adminMandateIds})
@@ -312,13 +293,10 @@ def get_users(
                 if (um.get("userId") if isinstance(um, dict) else getattr(um, "userId", None))
             })
             batchUsers = rootInterface.getUsersByIds(uniqueUserIds) if uniqueUserIds else {}
-            allUsers = [
-                u.model_dump() if hasattr(u, 'model_dump') else vars(u)
-                for u in batchUsers.values()
-            ]
+            allUsers = [u.model_dump() if hasattr(u, 'model_dump') else vars(u) for u in batchUsers.values()]
 
             from modules.routes.routeHelpers import applyFiltersAndSort as _applyFiltersAndSortHelper
-            filteredUsers = _applyGroupScope(_applyFiltersAndSortHelper(allUsers, paginationParams), _groupCtx.itemIds)
+            filteredUsers = _applyFiltersAndSortHelper(allUsers, paginationParams)
             enriched = enrichRowsWithFkLabels(filteredUsers, User)
 
             if paginationParams:
@@ -327,7 +305,6 @@ def get_users(
                 totalPages = math.ceil(totalItems / paginationParams.pageSize) if totalItems > 0 else 0
                 startIdx = (paginationParams.page - 1) * paginationParams.pageSize
                 endIdx = startIdx + paginationParams.pageSize
-
                 return {
                     "items": enriched[startIdx:endIdx],
                     "pagination": PaginationMetadata(
@@ -338,10 +315,9 @@ def get_users(
                         sort=paginationParams.sort,
                         filters=paginationParams.filters
                     ).model_dump(),
-                    "groupTree": _groupCtx.groupTree,
                 }
             else:
-                return {"items": enriched, "pagination": None, "groupTree": _groupCtx.groupTree}
+                return {"items": enriched, "pagination": None}
     except HTTPException:
         raise
     except Exception as e:

modules/routes/routeHelpers.py

@@ -704,154 +704,260 @@ def paginateInMemory(
 
 
 # ---------------------------------------------------------------------------
-# Table Grouping helpers
+# View resolution and Strategy B grouping engine
 # ---------------------------------------------------------------------------
 
-from dataclasses import dataclass, field as dc_field
-
-
-@dataclass
-class GroupingContext:
+def resolveView(interface, contextKey: str, viewKey: Optional[str]):
     """
-    Result of handleGroupingInRequest.
-    Carries the group tree for the response and the resolved item-ID set for
-    group-scope filtering (None = no active group scope).
+    Load a TableListView for the current user and contextKey.
+
+    Returns (config_dict, display_name):
+      - (None, None) when viewKey is None / empty
+      - (config, str | None) otherwise — config may be {}; display_name from the row
+
+    Raises HTTPException(404) when viewKey is explicitly set but the view
+    does not exist (prevents silent fallback to ungrouped behaviour).
     """
-    groupTree: Optional[list]        # List[TableGroupNode] serialised as dicts — for response
-    itemIds: Optional[set]           # Set[str] when groupId was set, else None
-
-
-def _collectItemIds(nodes: list, groupId: str) -> Optional[set]:
-    """
-    Recursively search *nodes* for a node whose id == groupId and collect
-    all itemIds from it and all its descendant subGroups.
-    Returns None if the group is not found.
-    """
-    for node in nodes:
-        nodeId = node.get("id") if isinstance(node, dict) else getattr(node, "id", None)
-        if nodeId == groupId:
-            ids: set = set()
-            _collectAllIds(node, ids)
-            return ids
-        subGroups = node.get("subGroups", []) if isinstance(node, dict) else getattr(node, "subGroups", [])
-        result = _collectItemIds(subGroups, groupId)
-        if result is not None:
-            return result
-    return None
-
-
-def _collectAllIds(node, ids: set) -> None:
-    """Collect itemIds from a node and all its descendants into ids."""
-    nodeItemIds = node.get("itemIds", []) if isinstance(node, dict) else getattr(node, "itemIds", [])
-    for iid in nodeItemIds:
-        ids.add(str(iid))
-    subGroups = node.get("subGroups", []) if isinstance(node, dict) else getattr(node, "subGroups", [])
-    for child in subGroups:
-        _collectAllIds(child, ids)
-
-
-def _removeGroupFromTree(nodes: list, groupId: str) -> list:
-    """Remove a group node (and all descendants) from the tree by id."""
-    result = []
-    for node in nodes:
-        nodeId = node.get("id") if isinstance(node, dict) else getattr(node, "id", None)
-        if nodeId == groupId:
-            continue  # skip this node (remove it)
-        subGroups = node.get("subGroups", []) if isinstance(node, dict) else getattr(node, "subGroups", [])
-        filtered_sub = _removeGroupFromTree(subGroups, groupId)
-        if isinstance(node, dict):
-            node = {**node, "subGroups": filtered_sub}
-        result.append(node)
-    return result
-
-
-def handleGroupingInRequest(
-    paginationParams: Optional[PaginationParams],
-    interface,
-    contextKey: str,
-) -> GroupingContext:
-    """
-    Central grouping handler — call at the start of every list route that
-    supports table grouping.
-
-    Steps (in order):
-    1. If paginationParams.saveGroupTree is set:
-       persist the new tree via interface.upsertTableGrouping, then clear
-       saveGroupTree from paginationParams so it is not treated as a filter.
-    2. Load the current group tree from the DB (used in step 3 and response).
-    3. If paginationParams.groupId is set:
-       resolve it to a Set[str] of itemIds (including all sub-groups),
-       then clear groupId from paginationParams so it is not treated as a
-       normal filter field.
-    4. Return a GroupingContext with groupTree (for the response) and itemIds
-       (for applyGroupScopeFilter).
-
-    The caller does NOT need to handle any grouping logic itself — just call
-    applyGroupScopeFilter(items, groupCtx.itemIds) and embed groupCtx.groupTree
-    in the response dict.
-    """
-    from modules.datamodels.datamodelPagination import TableGroupNode
-
-    groupTree = None
-    itemIds = None
-
-    if paginationParams is None:
+    from fastapi import HTTPException
+    if not viewKey:
+        return None, None
     try:
-            existing = interface.getTableGrouping(contextKey)
-            if existing:
-                groupTree = [n.model_dump() if hasattr(n, "model_dump") else n for n in existing.rootGroups]
+        view = interface.getTableListView(contextKey=contextKey, viewKey=viewKey)
     except Exception as e:
-            logger.warning(f"handleGroupingInRequest: getTableGrouping failed: {e}")
-        return GroupingContext(groupTree=groupTree, itemIds=None)
+        logger.warning(f"resolveView: store lookup failed for key={viewKey!r} context={contextKey!r}: {e}")
+        view = None
+    if view is None:
+        raise HTTPException(status_code=404, detail=f"View '{viewKey}' not found for context '{contextKey}'")
+    cfg = view.config or {}
+    dname = getattr(view, "displayName", None) or None
+    return cfg, dname
 
-    # Step 1: persist saveGroupTree if present
-    if paginationParams.saveGroupTree is not None:
-        try:
-            saved = interface.upsertTableGrouping(contextKey, paginationParams.saveGroupTree)
-            groupTree = [n.model_dump() if hasattr(n, "model_dump") else n for n in saved.rootGroups]
-        except Exception as e:
-            logger.error(f"handleGroupingInRequest: upsertTableGrouping failed: {e}")
-        paginationParams.saveGroupTree = None
 
-    # Step 2: load current tree (only if not already set from save above)
-    if groupTree is None:
-        try:
-            existing = interface.getTableGrouping(contextKey)
-            if existing:
-                groupTree = [n.model_dump() if hasattr(n, "model_dump") else n for n in existing.rootGroups]
-        except Exception as e:
-            logger.warning(f"handleGroupingInRequest: getTableGrouping failed: {e}")
+def effective_group_by_levels(
+    pagination_params: Optional["PaginationParams"],
+    view_config: Optional[dict],
+) -> List[Dict[str, Any]]:
+    """
+    Choose grouping levels for this request.
 
-    # Step 3: resolve groupId to itemIds set
-    if paginationParams.groupId is not None:
-        targetGroupId = paginationParams.groupId
-        paginationParams.groupId = None  # remove so it is not treated as a normal filter
-        if groupTree:
-            itemIds = _collectItemIds(groupTree, targetGroupId)
-            if itemIds is None:
-                logger.warning(
-                    f"handleGroupingInRequest: groupId={targetGroupId!r} not found in tree "
-                    f"for contextKey={contextKey!r} — returning empty set"
-                )
-                itemIds = set()  # unknown group → show nothing rather than everything
+    If the client sends ``groupByLevels`` (including ``[]``), it wins over the
+    saved view. If the key is omitted (``None``), use the view's levels.
+    """
+    if pagination_params is not None:
+        req = getattr(pagination_params, "groupByLevels", None)
+        if req is not None:
+            out: List[Dict[str, Any]] = []
+            for lvl in req:
+                if hasattr(lvl, "model_dump"):
+                    out.append(lvl.model_dump())
+                elif isinstance(lvl, dict):
+                    out.append(dict(lvl))
                 else:
-            # groupId sent but no tree saved yet → return empty (nothing belongs to any group)
-            logger.warning(
-                f"handleGroupingInRequest: groupId={targetGroupId!r} set but no tree exists "
-                f"for contextKey={contextKey!r} — returning empty set"
+                    out.append(dict(lvl))  # type: ignore[arg-type]
+            return out
+    vc = (view_config or {}).get("groupByLevels") if view_config else None
+    return list(vc or [])
+
+
+def applyViewToParams(params: Optional["PaginationParams"], viewConfig: Optional[dict]) -> Optional["PaginationParams"]:
+    """
+    Merge a view's saved configuration into PaginationParams.
+
+    Priority: explicit request fields win over view defaults.
+    - sort:    use request sort if non-empty, otherwise view sort
+    - filters: deep-merge (request filters win per-key)
+    - pageSize: use request value (already set by normalize_pagination_dict)
+
+    Returns the (mutated) params, or a new minimal PaginationParams when
+    params is None (so callers always get a valid object).
+    """
+    from modules.datamodels.datamodelPagination import PaginationParams, SortField
+    if not viewConfig:
+        return params
+
+    if params is None:
+        params = PaginationParams(page=1, pageSize=25)
+
+    # Sort: request wins if non-empty
+    if not params.sort and viewConfig.get("sort"):
+        try:
+            params.sort = [
+                SortField(**s) if isinstance(s, dict) else s
+                for s in viewConfig["sort"]
+            ]
+        except Exception as e:
+            logger.warning(f"applyViewToParams: could not parse view sort: {e}")
+
+    # Filters: deep-merge (request filters take priority per-key)
+    viewFilters = viewConfig.get("filters") or {}
+    if viewFilters:
+        merged = dict(viewFilters)
+        if params.filters:
+            merged.update(params.filters)
+        params.filters = merged
+
+    return params
+
+
+def apply_strategy_b_filters_and_sort(
+    items: List[Dict[str, Any]],
+    pagination_params: Optional[PaginationParams],
+    current_user: Any,
+) -> List[Dict[str, Any]]:
+    """
+    Shared in-memory filter + sort pass for Strategy B (files/prompts/connections lists).
+    """
+    if not pagination_params:
+        return list(items)
+    from modules.interfaces.interfaceDbManagement import ComponentObjects
+
+    comp = ComponentObjects()
+    comp.setUserContext(current_user)
+    out = list(items)
+    if pagination_params.filters:
+        out = comp._applyFilters(out, pagination_params.filters)
+    if pagination_params.sort:
+        out = comp._applySorting(out, pagination_params.sort)
+    return out
+
+
+def build_group_summary_groups(
+    items: List[Dict[str, Any]],
+    field: str,
+    null_label: str = "—",
+) -> List[Dict[str, Any]]:
+    """
+    Build {"value", "label", "totalCount"} for mode=groupSummary (single grouping level).
+    """
+    from collections import defaultdict
+
+    counts: Dict[str, int] = defaultdict(int)
+    display_by_key: Dict[str, str] = {}
+    null_key = "\x00NULL"
+    label_attr = f"{field}Label"
+
+    for item in items:
+        raw = item.get(field)
+        if raw is None or raw == "":
+            nk = null_key
+            display = null_label
+        else:
+            nk = str(raw)
+            display = None
+            lbl = item.get(label_attr)
+            if lbl is not None and lbl != "":
+                display = str(lbl)
+            if display is None:
+                display = nk
+        counts[nk] += 1
+        if nk not in display_by_key:
+            display_by_key[nk] = display
+
+    ordered_keys = sorted(
+        counts.keys(),
+        key=lambda x: (x == null_key, str(display_by_key.get(x, x)).lower()),
     )
-            itemIds = set()
-
-    return GroupingContext(groupTree=groupTree, itemIds=itemIds)
+    return [
+        {
+            "value": None if nk == null_key else nk,
+            "label": display_by_key.get(nk, nk),
+            "totalCount": counts[nk],
+        }
+        for nk in ordered_keys
+    ]
 
 
-def applyGroupScopeFilter(items: List[Dict[str, Any]], itemIds: Optional[set]) -> List[Dict[str, Any]]:
+def buildGroupLayout(
+    all_items: List[Dict[str, Any]],
+    groupByLevels: List[Dict[str, Any]],
+    page: int,
+    pageSize: int,
+) -> tuple:
     """
-    Filter items to those whose "id" field is in itemIds.
-    Returns items unchanged when itemIds is None (no active group scope).
-    Works for both normal list items and for mode=ids / mode=filterValues flows
-    — call it before handleIdsInMemory / handleFilterValuesInMemory.
+    Apply multi-level grouping to all_items, slice to the requested page,
+    and return (page_items, GroupLayout | None).
+
+    Strategy B: grouping operates on the full filtered+sorted candidate list.
+    Items are stably re-sorted by the group path so that members of the same
+    group are always contiguous (preserving the existing per-group sort order
+    from the caller).
+
+    Parameters
+    ----------
+    all_items:      fully filtered and user-sorted list of row dicts.
+    groupByLevels:  list of {"field": str, "nullLabel": str, "direction": "asc"|"desc"} dicts.
+    page, pageSize: 1-based page index and page size.
+
+    Returns
+    -------
+    (page_items, GroupLayout | None)
     """
-    if itemIds is None:
-        return items
-    return [item for item in items if str(item.get("id", "")) in itemIds]
+    from functools import cmp_to_key
+    from modules.datamodels.datamodelPagination import GroupBand, GroupLayout
+
+    if not groupByLevels:
+        offset = (page - 1) * pageSize
+        return all_items[offset:offset + pageSize], None
+
+    levels = [lvl.get("field", "") for lvl in groupByLevels if lvl.get("field")]
+    if not levels:
+        offset = (page - 1) * pageSize
+        return all_items[offset:offset + pageSize], None
+
+    nullLabels = {lvl.get("field", ""): lvl.get("nullLabel", "—") for lvl in groupByLevels}
+
+    def _path_key(item: dict) -> tuple:
+        return tuple(
+            str(item.get(f) or "") if item.get(f) is not None else nullLabels.get(f, "—")
+            for f in levels
+        )
+
+    def _item_cmp(a: dict, b: dict) -> int:
+        pa, pb = _path_key(a), _path_key(b)
+        for i in range(len(levels)):
+            if pa[i] != pb[i]:
+                asc = (groupByLevels[i].get("direction") or "asc").lower() != "desc"
+                if pa[i] < pb[i]:
+                    return -1 if asc else 1
+                return 1 if asc else -1
+        return 0
+
+    # Sort by group path (per-level asc/desc); order within same path stays stable in Py3.12+
+    all_items.sort(key=cmp_to_key(_item_cmp))
+
+    # Build global band list from the full sorted list
+    bands_global: List[dict] = []
+    current_path: Optional[tuple] = None
+    current_start = 0
+    for i, item in enumerate(all_items):
+        path = _path_key(item)
+        if path != current_path:
+            if current_path is not None:
+                bands_global.append({"path": list(current_path), "startIdx": current_start, "endIdx": i})
+            current_path = path
+            current_start = i
+    if current_path is not None:
+        bands_global.append({"path": list(current_path), "startIdx": current_start, "endIdx": len(all_items)})
+
+    # Slice to page
+    page_start = (page - 1) * pageSize
+    page_end = page_start + pageSize
+    page_items = all_items[page_start:page_end]
+
+    # Find bands that have at least one row on this page
+    bands_on_page: List[GroupBand] = []
+    for band in bands_global:
+        inter_start = max(band["startIdx"], page_start)
+        inter_end = min(band["endIdx"], page_end)
+        if inter_start >= inter_end:
+            continue
+        path_list = band["path"]
+        bands_on_page.append(GroupBand(
+            path=path_list,
+            label=path_list[-1] if path_list else "—",
+            startRowIndex=inter_start - page_start,
+            rowCount=inter_end - inter_start,
+        ))
+
+    group_layout = GroupLayout(levels=levels, bands=bands_on_page) if bands_on_page else GroupLayout(levels=levels, bands=[])
+    return page_items, group_layout

modules/routes/routeSharepoint.py

@@ -128,7 +128,7 @@ async def getSharepointFolderOptionsByReference(
         # Set access token on SharePoint service
         if not services.sharepoint.setAccessTokenFromConnection(connection):
             raise HTTPException(
-                status_code=status.HTTP_401_UNAUTHORIZED,
+                status_code=status.HTTP_502_BAD_GATEWAY,
                 detail=routeApiMsg("Failed to set SharePoint access token. Connection may be expired or invalid.")
             )
         

modules/routes/routeTableViews.py

@@ -0,0 +1,177 @@
+# Copyright (c) 2025 Patrick Motsch
+# All rights reserved.
+"""
+CRUD endpoints for saved table views (TableListView).
+
+A view stores a named preset of filters, sort order, and groupByLevels for a
+specific table (identified by contextKey). Views are per-user and optionally
+per-mandate.
+
+Route prefix: /api/table-views
+"""
+
+import logging
+from typing import List, Optional
+
+from fastapi import APIRouter, HTTPException, Depends, Body, Path, Query, Request
+from fastapi import status
+
+from modules.auth import limiter, getCurrentUser
+from modules.datamodels.datamodelUam import User
+from modules.datamodels.datamodelPagination import TableListView
+import modules.interfaces.interfaceDbApp as interfaceDbApp
+
+logger = logging.getLogger(__name__)
+
+router = APIRouter(
+    prefix="/api/table-views",
+    tags=["Table Views"],
+    responses={404: {"description": "Not found"}},
+)
+
+
+def _ownedOrRaise(view: Optional[TableListView], viewId: str, userId: str):
+    """Raise 404 when view is missing; ownership is implicitly guaranteed by the
+    interface layer (views are always queried with the current userId)."""
+    if view is None:
+        raise HTTPException(status_code=404, detail=f"View '{viewId}' not found")
+    return view
+
+
+# ---------------------------------------------------------------------------
+# List views for a context
+# ---------------------------------------------------------------------------
+
+@router.get("")
+@limiter.limit("60/minute")
+def list_views(
+    request: Request,
+    contextKey: str = Query(..., description="Table context key, e.g. 'connections', 'files/list'"),
+    currentUser: User = Depends(getCurrentUser),
+):
+    """List all saved views for the current user and contextKey."""
+    iface = interfaceDbApp.getInterface(currentUser)
+    views = iface.getTableListViews(contextKey=contextKey)
+    return [v.model_dump() if hasattr(v, "model_dump") else v for v in views]
+
+
+# ---------------------------------------------------------------------------
+# Get one view
+# ---------------------------------------------------------------------------
+
+@router.get("/{viewKey}")
+@limiter.limit("60/minute")
+def get_view(
+    request: Request,
+    viewKey: str = Path(..., description="View slug"),
+    contextKey: str = Query(..., description="Table context key"),
+    currentUser: User = Depends(getCurrentUser),
+):
+    """Return a single saved view by its viewKey."""
+    iface = interfaceDbApp.getInterface(currentUser)
+    view = iface.getTableListView(contextKey=contextKey, viewKey=viewKey)
+    if view is None:
+        raise HTTPException(status_code=404, detail=f"View '{viewKey}' not found for context '{contextKey}'")
+    return view.model_dump() if hasattr(view, "model_dump") else view
+
+
+# ---------------------------------------------------------------------------
+# Create a view
+# ---------------------------------------------------------------------------
+
+@router.post("", status_code=status.HTTP_201_CREATED)
+@limiter.limit("30/minute")
+def create_view(
+    request: Request,
+    body: dict = Body(...),
+    currentUser: User = Depends(getCurrentUser),
+):
+    """
+    Create a new saved view.
+
+    Body fields:
+    - contextKey (required): table context key
+    - viewKey (required): short slug, unique per (user, contextKey)
+    - displayName (required): human-readable label
+    - config (optional): view config dict with keys:
+        schemaVersion, filters, sort, groupByLevels
+    """
+    contextKey = body.get("contextKey")
+    viewKey = body.get("viewKey")
+    displayName = body.get("displayName")
+    config = body.get("config") or {}
+
+    if not contextKey:
+        raise HTTPException(status_code=400, detail="contextKey is required")
+    if not viewKey:
+        raise HTTPException(status_code=400, detail="viewKey is required")
+    if not displayName:
+        raise HTTPException(status_code=400, detail="displayName is required")
+
+    iface = interfaceDbApp.getInterface(currentUser)
+    try:
+        view = iface.createTableListView(
+            contextKey=contextKey,
+            viewKey=viewKey,
+            displayName=displayName,
+            config=config,
+        )
+        return view.model_dump() if hasattr(view, "model_dump") else view
+    except ValueError as e:
+        raise HTTPException(status_code=409, detail=str(e))
+    except Exception as e:
+        logger.error(f"create_view failed: {e}")
+        raise HTTPException(status_code=500, detail="Failed to create view")
+
+
+# ---------------------------------------------------------------------------
+# Update a view (by id)
+# ---------------------------------------------------------------------------
+
+@router.put("/{viewId}")
+@limiter.limit("30/minute")
+def update_view(
+    request: Request,
+    viewId: str = Path(..., description="View primary-key id (not viewKey)"),
+    body: dict = Body(...),
+    currentUser: User = Depends(getCurrentUser),
+):
+    """
+    Update an existing view.
+
+    Updatable fields: displayName, viewKey, config.
+    The contextKey cannot be changed after creation.
+    """
+    allowed = {"displayName", "viewKey", "config"}
+    updates = {k: v for k, v in body.items() if k in allowed}
+    if not updates:
+        raise HTTPException(status_code=400, detail=f"No updatable fields provided. Allowed: {allowed}")
+
+    iface = interfaceDbApp.getInterface(currentUser)
+    try:
+        updated = iface.updateTableListView(viewId=viewId, updates=updates)
+    except Exception as e:
+        logger.error(f"update_view failed: {e}")
+        raise HTTPException(status_code=500, detail="Failed to update view")
+
+    if updated is None:
+        raise HTTPException(status_code=404, detail=f"View id='{viewId}' not found")
+    return updated.model_dump() if hasattr(updated, "model_dump") else updated
+
+
+# ---------------------------------------------------------------------------
+# Delete a view (by id)
+# ---------------------------------------------------------------------------
+
+@router.delete("/{viewId}", status_code=status.HTTP_204_NO_CONTENT)
+@limiter.limit("30/minute")
+def delete_view(
+    request: Request,
+    viewId: str = Path(..., description="View primary-key id"),
+    currentUser: User = Depends(getCurrentUser),
+):
+    """Delete a saved view by its primary-key id."""
+    iface = interfaceDbApp.getInterface(currentUser)
+    deleted = iface.deleteTableListView(viewId=viewId)
+    if not deleted:
+        raise HTTPException(status_code=404, detail=f"View id='{viewId}' not found or could not be deleted")

modules/serviceCenter/services/serviceAgent/actionToolAdapter.py

@@ -3,7 +3,7 @@
 """ActionToolAdapter: wraps existing workflow actions (dynamicMode=True) as agent tools."""
 
 import logging
-from typing import Dict, Any, List
+from typing import Dict, Any, List, Optional
 
 from modules.serviceCenter.services.serviceAgent.datamodelAgent import (
     ToolDefinition, ToolResult
@@ -44,7 +44,7 @@ class ActionToolAdapter:
                 compoundName = f"{shortName}_{actionName}"
                 toolDef = _buildToolDefinition(compoundName, actionDef, actionInfo)
 
-                handler = _createDispatchHandler(self._actionExecutor, shortName, actionName)
+                handler = _createDispatchHandler(self._actionExecutor, shortName, actionName, self._actionExecutor.services)
                 toolRegistry.registerFromDefinition(toolDef, handler)
                 self._registeredTools.append(compoundName)
                 registered += 1
@@ -186,7 +186,7 @@ def _catalogTypeToJsonSchema(typeStr: str, _depth: int = 0) -> Dict[str, Any]:
     return {"type": "string", "description": f"unknown type '{typeStr}' (defaulted to string)"}
 
 
-def _createDispatchHandler(actionExecutor, methodName: str, actionName: str):
+def _createDispatchHandler(actionExecutor, methodName: str, actionName: str, services=None):
     """Create an async handler that dispatches to the ActionExecutor.
 
     Parameter validation and Ref-payload normalization (collapsing
@@ -204,7 +204,7 @@ def _createDispatchHandler(actionExecutor, methodName: str, actionName: str):
                 if "mandateId" not in args and context.get("mandateId"):
                     args["mandateId"] = context["mandateId"]
             result = await actionExecutor.executeAction(methodName, actionName, args)
-            data = _formatActionResult(result)
+            data = _formatActionResult(result, services, context)
             return ToolResult(
                 toolCallId="",
                 toolName=f"{methodName}_{actionName}",
@@ -223,9 +223,65 @@ def _createDispatchHandler(actionExecutor, methodName: str, actionName: str):
     return _handler
 
 
-def _formatActionResult(result) -> str:
-    """Format an ActionResult into a text representation for the agent."""
+_INLINE_CONTENT_LIMIT = 2000
+
+
+def _persistLargeDocument(doc, services, context: Dict[str, Any]) -> Optional[str]:
+    """Save an ActionDocument with large content as a workspace file.
+
+    Returns a formatted result line (with file id + docItem ref) or None
+    if persistence is not possible.
+    """
+    if not services:
+        return None
+    chatService = getattr(services, "chat", None)
+    if not chatService:
+        return None
+    docData = getattr(doc, "documentData", None)
+    if not docData or not isinstance(docData, str):
+        return None
+    docName = getattr(doc, "documentName", "unnamed")
+    docBytes = docData.encode("utf-8")
+    try:
+        fileItem, _ = chatService.interfaceDbComponent.saveUploadedFile(docBytes, docName)
+        fiId = context.get("featureInstanceId") or getattr(services, "featureInstanceId", "")
+        if fiId:
+            chatService.interfaceDbComponent.updateFile(fileItem.id, {"featureInstanceId": fiId})
+
+        from modules.serviceCenter.services.serviceAgent.coreTools._helpers import (
+            _attachFileAsChatDocument,
+            _formatToolFileResult,
+            _getOrCreateTempFolder,
+        )
+        tempFolderId = _getOrCreateTempFolder(chatService)
+        if tempFolderId:
+            chatService.interfaceDbComponent.updateFile(fileItem.id, {"folderId": tempFolderId})
+
+        chatDocId = _attachFileAsChatDocument(
+            services, fileItem,
+            label=f"action_doc:{docName}",
+            userMessage=f"Action document: {docName}",
+        )
+        return _formatToolFileResult(
+            fileItem=fileItem,
+            chatDocId=chatDocId,
+            actionLabel="Produced",
+            extraInfo="Use readFile to read the content.",
+        )
+    except Exception as e:
+        logger.warning(f"_persistLargeDocument failed for {docName}: {e}")
+        return None
+
+
+def _formatActionResult(result, services=None, context: Optional[Dict[str, Any]] = None) -> str:
+    """Format an ActionResult into a text representation for the agent.
+
+    Documents whose content exceeds the inline limit are persisted as
+    workspace files so the agent can access them via readFile /
+    ai_process / searchInFileContent.
+    """
     parts = []
+    ctx = context or {}
 
     if result.resultLabel:
         parts.append(f"Result: {result.resultLabel}")
@@ -238,10 +294,19 @@ def _formatActionResult(result) -> str:
         for doc in result.documents:
             docName = getattr(doc, "documentName", "unnamed")
             docType = getattr(doc, "mimeType", "unknown")
-            parts.append(f"  - {docName} ({docType})")
             docData = getattr(doc, "documentData", None)
-            if docData and isinstance(docData, str) and len(docData) < 2000:
-                parts.append(f"    Content: {docData[:2000]}")
+
+            isLarge = docData and isinstance(docData, str) and len(docData) >= _INLINE_CONTENT_LIMIT
+            if isLarge:
+                persistedLine = _persistLargeDocument(doc, services, ctx)
+                if persistedLine:
+                    parts.append(f"  - {docName} ({docType})")
+                    parts.append(f"    {persistedLine}")
+                    continue
+
+            parts.append(f"  - {docName} ({docType})")
+            if docData and isinstance(docData, str) and len(docData) < _INLINE_CONTENT_LIMIT:
+                parts.append(f"    Content: {docData[:_INLINE_CONTENT_LIMIT]}")
 
     if not parts:
         parts.append("Action completed successfully." if result.success else "Action failed.")

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

@@ -198,7 +198,10 @@ def _registerDataSourceTools(registry: ToolRegistry, services):
 
             if isinstance(result, _DR):
                 fileBytes = result.data
-                fileName = result.fileName or fileName
+                resolvedName = result.fileName or fileName
+                if resolvedName != fileName:
+                    logger.debug(f"downloadFromDataSource: connector fileName={result.fileName!r} overrides arg fileName={fileName!r}")
+                fileName = resolvedName
             else:
                 fileBytes = result
 

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

@@ -61,33 +61,7 @@ async def _getOrCreateInstanceGroup(
     featureInstanceId: str,
     contextKey: str = "files/list",
 ) -> Optional[str]:
-    """Return groupId of the default group for a feature instance; create if needed."""
-    try:
-        existing = appInterface.getTableGrouping(contextKey)
-        nodes = [
-            n.model_dump() if hasattr(n, "model_dump") else (n if isinstance(n, dict) else vars(n))
-            for n in (existing.rootGroups if existing else [])
-        ]
-
-        def _find(nds):
-            for nd in nds:
-                meta = nd.get("meta", {}) if isinstance(nd, dict) else getattr(nd, "meta", {})
-                if (meta or {}).get("featureInstanceId") == featureInstanceId:
-                    return nd.get("id") if isinstance(nd, dict) else getattr(nd, "id", None)
-                found = _find(nd.get("subGroups", []) if isinstance(nd, dict) else getattr(nd, "subGroups", []))
-                if found:
-                    return found
-            return None
-
-        found = _find(nodes)
-        if found:
-            return found
-        newId = str(uuid.uuid4())
-        nodes.append({"id": newId, "name": featureInstanceId, "itemIds": [], "subGroups": [], "meta": {"featureInstanceId": featureInstanceId}})
-        appInterface.upsertTableGrouping(contextKey, nodes)
-        return newId
-    except Exception as e:
-        logger.error(f"_getOrCreateInstanceGroup: {e}")
+    """Stub — file group tree removed. Returns None; callers that checked the result will skip group assignment."""
     return None
 
 
@@ -96,8 +70,8 @@ async def _getOrCreateTempGroup(
     sessionId: str,
     contextKey: str = "files/list",
 ) -> Optional[str]:
-    """Return groupId of a temporary group for a session; create if needed."""
-    return await _getOrCreateInstanceGroup(appInterface, f"_temp_{sessionId}", contextKey)
+    """Stub — file group tree removed. Returns None."""
+    return None
 
 
 def _attachFileAsChatDocument(

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

@@ -836,7 +836,7 @@ def _registerMediaTools(registry: ToolRegistry, services):
             return ToolResult(toolCallId="", toolName="executeCode", success=False, error=f"Language '{language}' not supported. Only 'python' is available.")
         try:
             from modules.serviceCenter.services.serviceAgent.sandboxExecutor import executePython
-            result = await executePython(code)
+            result = await executePython(code, services=services)
             if result.get("success"):
                 output = result.get("output", "(no output)")
                 return ToolResult(toolCallId="", toolName="executeCode", success=True, data=output)
@@ -886,12 +886,17 @@ def _registerMediaTools(registry: ToolRegistry, services):
         readOnly=True
     )
 
+    from modules.serviceCenter.services.serviceAgent.sandboxExecutor import SANDBOX_ALLOWED_MODULES
+    moduleList = ", ".join(sorted(SANDBOX_ALLOWED_MODULES | {"io"}))
     registry.register(
         "executeCode", _executeCode,
         description=(
-            "Execute Python code in a sandboxed environment for calculations and data analysis. "
-            "Available modules: math, statistics, json, csv, re, datetime, collections, itertools, functools, decimal, fractions, random. "
-            "No file system, network, or OS access. Max 30s execution time. "
+            f"Execute Python code in a sandboxed environment for calculations and data analysis. "
+            f"Available modules: {moduleList}. "
+            "io is restricted to StringIO and BytesIO only (no file access). "
+            "Built-in readFile(fileId) returns UTF-8 content of a workspace file by its file ID "
+            "(use the 'file id' from tool outputs, e.g. data = readFile('019af...')). "
+            "No other file system, network, or OS access. Max 30s execution time. "
             "Use print() to produce output."
         ),
         parameters={

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

@@ -312,52 +312,7 @@ def _registerWorkspaceTools(registry: ToolRegistry, services):
             fiId = context.get("featureInstanceId") or (services.featureInstanceId if services else "")
             if fiId:
                 dbMgmt.updateFile(fileItem.id, {"featureInstanceId": fiId})
-            if args.get("groupId"):
-                try:
-                    appIface = chatService.interfaceDbApp
-                    existing = appIface.getTableGrouping("files/list")
-                    nodes = [n.model_dump() if hasattr(n, "model_dump") else (n if isinstance(n, dict) else vars(n)) for n in (existing.rootGroups if existing else [])]
-                    def _addToGroup(nds, gid, fid):
-                        for nd in nds:
-                            nid = nd.get("id") if isinstance(nd, dict) else getattr(nd, "id", None)
-                            if nid == gid:
-                                ids = list(nd.get("itemIds", []) if isinstance(nd, dict) else getattr(nd, "itemIds", []))
-                                if fid not in ids:
-                                    ids.append(fid)
-                                if isinstance(nd, dict):
-                                    nd["itemIds"] = ids
-                                return True
-                            if _addToGroup(nd.get("subGroups", []) if isinstance(nd, dict) else getattr(nd, "subGroups", []), gid, fid):
-                                return True
-                        return False
-                    _addToGroup(nodes, args["groupId"], fileItem.id)
-                    appIface.upsertTableGrouping("files/list", nodes)
-                except Exception as _ge:
-                    logger.warning(f"writeFile: failed to add file to group {args['groupId']}: {_ge}")
-            elif fiId:
-                try:
-                    appIface = chatService.interfaceDbApp
-                    instanceGroupId = await _getOrCreateInstanceGroup(appIface, fiId)
-                    if instanceGroupId:
-                        existing = appIface.getTableGrouping("files/list")
-                        nodes = [n.model_dump() if hasattr(n, "model_dump") else (n if isinstance(n, dict) else vars(n)) for n in (existing.rootGroups if existing else [])]
-                        def _addToGroup2(nds, gid, fid):
-                            for nd in nds:
-                                nid = nd.get("id") if isinstance(nd, dict) else getattr(nd, "id", None)
-                                if nid == gid:
-                                    ids = list(nd.get("itemIds", []) if isinstance(nd, dict) else getattr(nd, "itemIds", []))
-                                    if fid not in ids:
-                                        ids.append(fid)
-                                    if isinstance(nd, dict):
-                                        nd["itemIds"] = ids
-                                    return True
-                                if _addToGroup2(nd.get("subGroups", []) if isinstance(nd, dict) else getattr(nd, "subGroups", []), gid, fid):
-                                    return True
-                            return False
-                        _addToGroup2(nodes, instanceGroupId, fileItem.id)
-                        appIface.upsertTableGrouping("files/list", nodes)
-                except Exception as _ge:
-                    logger.warning(f"writeFile: failed to add file to instance group for {fiId}: {_ge}")
+            # File group tree removed — groupId arg and instance-group assignment no longer apply
             if args.get("tags"):
                 dbMgmt.updateFile(fileItem.id, {"tags": args["tags"]})
 
@@ -746,136 +701,7 @@ def _registerWorkspaceTools(registry: ToolRegistry, services):
         readOnly=False
     )
 
-    # ---- Group tools (replaces folder-based tools) ----
-
-    async def _listGroups(args: Dict[str, Any], context: Dict[str, Any]):
-        contextKey = args.get("contextKey", "files/list")
-        try:
-            chatService = services.chat
-            appInterface = chatService.interfaceDbApp
-            existing = appInterface.getTableGrouping(contextKey)
-            if not existing:
-                return ToolResult(toolCallId="", toolName="listGroups", success=True, data="No groups found.")
-
-            def _flatten(nodes, depth=0):
-                result = []
-                for n in nodes:
-                    nd = n.model_dump() if hasattr(n, "model_dump") else (n if isinstance(n, dict) else vars(n))
-                    result.append({"id": nd.get("id"), "name": nd.get("name"), "depth": depth, "itemCount": len(nd.get("itemIds", []))})
-                    result.extend(_flatten(nd.get("subGroups", []), depth + 1))
-                return result
-
-            groups = _flatten(existing.rootGroups)
-            lines = "\n".join(
-                f"{'  ' * g['depth']}- {g['name']} (id: {g['id']}, items: {g['itemCount']})"
-                for g in groups
-            ) if groups else "No groups found."
-            return ToolResult(toolCallId="", toolName="listGroups", success=True, data=lines)
-        except Exception as e:
-            return ToolResult(toolCallId="", toolName="listGroups", success=False, error=str(e))
-
-    async def _listItemsInGroup(args: Dict[str, Any], context: Dict[str, Any]):
-        groupId = args.get("groupId", "")
-        contextKey = args.get("contextKey", "files/list")
-        if not groupId:
-            return ToolResult(toolCallId="", toolName="listItemsInGroup", success=False, error="groupId is required")
-        try:
-            from modules.routes.routeHelpers import _collectItemIds
-            chatService = services.chat
-            appInterface = chatService.interfaceDbApp
-            existing = appInterface.getTableGrouping(contextKey)
-            if not existing:
-                return ToolResult(toolCallId="", toolName="listItemsInGroup", success=True, data="No groups found.")
-            nodes = [n.model_dump() if hasattr(n, "model_dump") else (n if isinstance(n, dict) else vars(n)) for n in existing.rootGroups]
-            ids = _collectItemIds(nodes, groupId)
-            itemList = list(ids) if ids else []
-            return ToolResult(
-                toolCallId="", toolName="listItemsInGroup", success=True,
-                data="\n".join(f"- {fid}" for fid in itemList) if itemList else "No items in group.",
-            )
-        except Exception as e:
-            return ToolResult(toolCallId="", toolName="listItemsInGroup", success=False, error=str(e))
-
-    async def _addItemsToGroup(args: Dict[str, Any], context: Dict[str, Any]):
-        groupId = args.get("groupId", "")
-        itemIds = args.get("itemIds", [])
-        contextKey = args.get("contextKey", "files/list")
-        if not groupId:
-            return ToolResult(toolCallId="", toolName="addItemsToGroup", success=False, error="groupId is required")
-        if not itemIds:
-            return ToolResult(toolCallId="", toolName="addItemsToGroup", success=False, error="itemIds is required")
-        try:
-            chatService = services.chat
-            appInterface = chatService.interfaceDbApp
-            existing = appInterface.getTableGrouping(contextKey)
-            nodes = [n.model_dump() if hasattr(n, "model_dump") else (n if isinstance(n, dict) else vars(n)) for n in (existing.rootGroups if existing else [])]
-
-            def _add(nds):
-                for nd in nds:
-                    nid = nd.get("id") if isinstance(nd, dict) else getattr(nd, "id", None)
-                    if nid == groupId:
-                        existing_ids = list(nd.get("itemIds", []) if isinstance(nd, dict) else getattr(nd, "itemIds", []))
-                        for fid in itemIds:
-                            if fid not in existing_ids:
-                                existing_ids.append(fid)
-                        if isinstance(nd, dict):
-                            nd["itemIds"] = existing_ids
-                        return True
-                    if _add(nd.get("subGroups", []) if isinstance(nd, dict) else getattr(nd, "subGroups", [])):
-                        return True
-                return False
-
-            found = _add(nodes)
-            if not found:
-                return ToolResult(toolCallId="", toolName="addItemsToGroup", success=False, error=f"Group {groupId} not found")
-            appInterface.upsertTableGrouping(contextKey, nodes)
-            return ToolResult(
-                toolCallId="", toolName="addItemsToGroup", success=True,
-                data=f"Added {len(itemIds)} item(s) to group {groupId}",
-            )
-        except Exception as e:
-            return ToolResult(toolCallId="", toolName="addItemsToGroup", success=False, error=str(e))
-
-    registry.register(
-        "listGroups", _listGroups,
-        description="List all groups in the file grouping tree. Groups replace folders for organising files.",
-        parameters={
-            "type": "object",
-            "properties": {
-                "contextKey": {"type": "string", "description": "Grouping context key (default: 'files/list')"},
-            }
-        },
-        readOnly=True
-    )
-
-    registry.register(
-        "listItemsInGroup", _listItemsInGroup,
-        description="List all file IDs assigned to a specific group (includes sub-groups recursively).",
-        parameters={
-            "type": "object",
-            "properties": {
-                "groupId": {"type": "string", "description": "The group ID to inspect"},
-                "contextKey": {"type": "string", "description": "Grouping context key (default: 'files/list')"},
-            },
-            "required": ["groupId"]
-        },
-        readOnly=True
-    )
-
-    registry.register(
-        "addItemsToGroup", _addItemsToGroup,
-        description="Add one or more file IDs to an existing group.",
-        parameters={
-            "type": "object",
-            "properties": {
-                "groupId": {"type": "string", "description": "The group ID to add files to"},
-                "itemIds": {"type": "array", "items": {"type": "string"}, "description": "List of file IDs to add"},
-                "contextKey": {"type": "string", "description": "Grouping context key (default: 'files/list')"},
-            },
-            "required": ["groupId", "itemIds"]
-        },
-        readOnly=False
-    )
+    # Group tree tools removed — file grouping now uses view-based display grouping (TableListView)
 
     registry.register(
         "replaceInFile", _replaceInFile,

modules/serviceCenter/services/serviceAgent/mainServiceAgent.py

@@ -69,7 +69,15 @@ class _ServicesAdapter:
 
     @property
     def workflow(self):
-        return self._context.workflow
+        return getattr(self, "_workflow_override", None) or self._context.workflow
+
+    @workflow.setter
+    def workflow(self, value):
+        self._workflow_override = value
+        try:
+            self._context.workflow = value
+        except (AttributeError, TypeError):
+            pass
 
     @property
     def ai(self):
@@ -95,6 +103,13 @@ class _ServicesAdapter:
     def extraction(self):
         return self._getService("extraction")
 
+    @property
+    def interfaceDbComponent(self):
+        try:
+            return self.chat.interfaceDbComponent
+        except Exception:
+            return None
+
     @property
     def rbac(self):
         """Same RbacClass as workflow hub (MethodBase permission checks during discoverMethods)."""

modules/serviceCenter/services/serviceAgent/sandboxExecutor.py

@@ -10,8 +10,8 @@ from typing import Dict, Any
 
 logger = logging.getLogger(__name__)
 
-_PYTHON_ALLOWED_MODULES = {
-    "math", "statistics", "json", "csv", "re", "datetime",
+SANDBOX_ALLOWED_MODULES = {
+    "math", "statistics", "json", "csv", "re", "datetime", "time",
     "collections", "itertools", "functools", "decimal", "fractions",
     "random", "string", "textwrap", "operator", "copy",
 }
@@ -19,17 +19,33 @@ _PYTHON_ALLOWED_MODULES = {
 _PYTHON_BLOCKED_BUILTINS = {
     "open", "exec", "eval", "compile", "__import__", "globals", "locals",
     "getattr", "setattr", "delattr", "breakpoint", "exit", "quit",
-    "input", "memoryview", "type",
+    "input", "memoryview",
 }
 
 _MAX_EXECUTION_TIME_S = 30
 _MAX_OUTPUT_CHARS = 50000
 
 
+_RESTRICTED_IO = None
+
+def _getRestrictedIo():
+    """Return a restricted ``io`` module exposing only StringIO/BytesIO."""
+    global _RESTRICTED_IO
+    if _RESTRICTED_IO is None:
+        import types
+        m = types.ModuleType("io")
+        m.StringIO = io.StringIO
+        m.BytesIO = io.BytesIO
+        _RESTRICTED_IO = m
+    return _RESTRICTED_IO
+
+
 def _safeImport(name, *args, **kwargs):
     """Restricted import that only allows whitelisted modules."""
-    if name not in _PYTHON_ALLOWED_MODULES:
-        raise ImportError(f"Module '{name}' is not allowed. Permitted: {', '.join(sorted(_PYTHON_ALLOWED_MODULES))}")
+    if name == "io":
+        return _getRestrictedIo()
+    if name not in SANDBOX_ALLOWED_MODULES:
+        raise ImportError(f"Module '{name}' is not allowed. Permitted: io (StringIO/BytesIO only), {', '.join(sorted(SANDBOX_ALLOWED_MODULES))}")
     return __builtins__["__import__"](name, *args, **kwargs) if isinstance(__builtins__, dict) else __import__(name, *args, **kwargs)
 
 
@@ -48,7 +64,7 @@ def _buildRestrictedGlobals() -> Dict[str, Any]:
     safeBuiltins["__name__"] = "__sandbox__"
     safeBuiltins["__builtins__"] = safeBuiltins
 
-    for modName in _PYTHON_ALLOWED_MODULES:
+    for modName in SANDBOX_ALLOWED_MODULES:
         try:
             safeBuiltins[modName] = __import__(modName)
         except ImportError:
@@ -57,12 +73,27 @@ def _buildRestrictedGlobals() -> Dict[str, Any]:
     return {"__builtins__": safeBuiltins}
 
 
-async def executePython(code: str) -> Dict[str, Any]:
+def _makeReadFile(services):
+    """Create a readFile(fileId) closure bound to the current services context."""
+    def readFile(fileId: str) -> str:
+        mgmt = getattr(services, 'interfaceDbComponent', None) if services else None
+        if not mgmt:
+            raise RuntimeError("readFile: no file store available in this session")
+        data = mgmt.getFileData(str(fileId))
+        if data is None:
+            raise FileNotFoundError(f"File '{fileId}' not found in workspace")
+        return data.decode("utf-8")
+    return readFile
+
+
+async def executePython(code: str, *, services=None) -> Dict[str, Any]:
     """Execute Python code in a restricted sandbox. Returns {success, output, error}."""
     import asyncio
 
     def _run():
         restrictedGlobals = _buildRestrictedGlobals()
+        if services:
+            restrictedGlobals["__builtins__"]["readFile"] = _makeReadFile(services)
         capturedOutput = io.StringIO()
         oldStdout = sys.stdout
         oldStderr = sys.stderr

modules/serviceCenter/services/serviceAi/subAiCallLooping.py

@@ -57,8 +57,7 @@ from .subJsonResponseHandling import JsonResponseHandler
 from .subLoopingUseCases import LoopingUseCaseRegistry
 from modules.workflows.processing.shared.stateTools import checkWorkflowStopped
 from modules.shared.jsonContinuation import getContexts
-from modules.shared.jsonUtils import buildContinuationContext, extractJsonString, tryParseJson
-from modules.shared.jsonUtils import tryParseJson
+from modules.shared.jsonUtils import buildContinuationContext, tryParseJson
 from modules.shared.jsonUtils import closeJsonStructures
 from modules.shared.jsonUtils import stripCodeFences, normalizeJsonText
 
@@ -142,6 +141,8 @@ class AiCallLooper:
         MAX_MERGE_FAILS = 3
         mergeFailCount = 0  # Global counter for merge failures across entire loop
         lastValidCompletePart = None  # Store last successfully parsed completePart for fallback
+        MAX_CONSECUTIVE_EMPTY_RESPONSES = 3
+        consecutive_empty_responses = 0
         
         # Get parent operation ID for iteration operations (parentId should be operationId, not log entry ID)
         parentOperationId = operationId  # Use the parent's operationId directly
@@ -284,8 +285,26 @@ class AiCallLooper:
                     break
                 
                 if not result or not result.strip():
-                    logger.warning(f"Iteration {iteration}: Empty response, stopping")
+                    consecutive_empty_responses += 1
+                    logger.warning(
+                        "Iteration %s: Empty AI response (consecutive %s/%s) modelName=%s errorCount=%s",
+                        iteration,
+                        consecutive_empty_responses,
+                        MAX_CONSECUTIVE_EMPTY_RESPONSES,
+                        getattr(response, "modelName", None),
+                        getattr(response, "errorCount", None),
+                    )
+                    if iterationOperationId:
+                        self.services.chat.progressLogFinish(iterationOperationId, False)
+                    if consecutive_empty_responses >= MAX_CONSECUTIVE_EMPTY_RESPONSES:
+                        logger.error(
+                            "Stopping loop: %s consecutive empty responses from model",
+                            consecutive_empty_responses,
+                        )
                         break
+                    continue
+                
+                consecutive_empty_responses = 0
                 
                 # Check if this is a text response (not document generation)
                 # Text responses don't need JSON parsing - return immediately after first successful response
@@ -354,9 +373,8 @@ class AiCallLooper:
                                 
                                 if lastValidCompletePart:
                                     try:
-                                        extracted = extractJsonString(lastValidCompletePart)
-                                        parsed, parseErr, _ = tryParseJson(extracted)
-                                        if parseErr is None and parsed:
+                                        parsed, parseErr, _ = tryParseJson(lastValidCompletePart)
+                                        if parseErr is None:
                                             normalized = self._normalizeJsonStructure(parsed, useCase)
                                             return json.dumps(normalized, indent=2, ensure_ascii=False)
                                     except Exception:
@@ -384,11 +402,10 @@ class AiCallLooper:
                     # This ensures retry iterations use the correct base context
                     lastRawResponse = candidateJson
                     
-                    # Try direct parse of candidate
+                    # Try direct parse of candidate (same pipeline as structure filling / getContexts)
                     try:
-                        extracted = extractJsonString(candidateJson)
-                        parsed, parseErr, _ = tryParseJson(extracted)
-                        if parseErr is None and parsed:
+                        parsed, parseErr, extracted = tryParseJson(candidateJson)
+                        if parseErr is None:
                             # Direct parse succeeded - FINISHED
                             # Commit candidate to jsonBase
                             jsonBase = candidateJson
@@ -421,21 +438,18 @@ class AiCallLooper:
                     
                     # STEP 6: DECIDE based on jsonParsingSuccess and overlapContext
                     if contexts.jsonParsingSuccess and contexts.overlapContext == "":
-                        # JSON is complete (no cut point) - FINISHED
-                        # Use completePart for final result (closed, repaired JSON)
-                        # No more merging needed, so we don't need the cut version
-                        jsonBase = contexts.completePart
+                        # getContexts and downstream must agree with tryParseJson (same as structure filling).
                         logger.info(f"Iteration {iteration}: jsonParsingSuccess=true, overlapContext='', JSON complete")
                         
-                        # Store and parse completePart
                         lastValidCompletePart = contexts.completePart
                         
                         try:
-                            extracted = extractJsonString(contexts.completePart)
-                            parsed, parseErr, _ = tryParseJson(extracted)
-                            if parseErr is None and parsed:
+                            parsed, parseErr, extracted = tryParseJson(contexts.completePart)
+                            if parseErr is not None:
+                                raise ValueError(str(parseErr))
                             normalized = self._normalizeJsonStructure(parsed, useCase)
                             result = json.dumps(normalized, indent=2, ensure_ascii=False)
+                            jsonBase = contexts.completePart
                             
                             if iterationOperationId:
                                 self.services.chat.progressLogFinish(iterationOperationId, True)
@@ -448,12 +462,26 @@ class AiCallLooper:
                                 result, normalized, extracted, debugPrefix, self.services
                             )
                         except Exception as e:
-                            logger.warning(f"Iteration {iteration}: Failed to parse completePart: {e}")
-                        
-                        # Fallback: return completePart as-is
+                            logger.warning(
+                                f"Iteration {iteration}: completePart not serializable after getContexts success: {e}"
+                            )
+                            mergeFailCount += 1
+                            if mergeFailCount >= MAX_MERGE_FAILS:
+                                logger.error(
+                                    f"Iteration {iteration}: Max failures ({MAX_MERGE_FAILS}) "
+                                    "after output pipeline mismatch"
+                                )
                                 if iterationOperationId:
+                                    self.services.chat.progressLogFinish(iterationOperationId, False)
+                                return jsonBase if jsonBase else ""
+                            if iterationOperationId:
+                                self.services.chat.progressLogUpdate(
+                                    iterationOperationId,
+                                    0.7,
+                                    f"Output pipeline failed ({mergeFailCount}/{MAX_MERGE_FAILS}), retrying",
+                                )
                                 self.services.chat.progressLogFinish(iterationOperationId, True)
-                        return contexts.completePart
+                            continue
                     
                     elif contexts.jsonParsingSuccess and contexts.overlapContext != "":
                         # JSON parseable but has cut point - CONTINUE to next iteration
@@ -502,9 +530,8 @@ class AiCallLooper:
                             
                             if lastValidCompletePart:
                                 try:
-                                    extracted = extractJsonString(lastValidCompletePart)
-                                    parsed, parseErr, _ = tryParseJson(extracted)
-                                    if parseErr is None and parsed:
+                                    parsed, parseErr, _ = tryParseJson(lastValidCompletePart)
+                                    if parseErr is None:
                                         normalized = self._normalizeJsonStructure(parsed, useCase)
                                         return json.dumps(normalized, indent=2, ensure_ascii=False)
                                 except Exception:
@@ -532,10 +559,36 @@ class AiCallLooper:
         if iteration >= maxIterations:
             logger.warning(f"AI call stopped after maximum iterations ({maxIterations})")
         
+<<<<<<< HEAD
+        # Prefer last repaired complete JSON from getContexts (raw `result` is only the last fragment).
+        if lastValidCompletePart and useCase and not useCase.requiresExtraction:
+            try:
+                parsed, parseErr, extracted = tryParseJson(lastValidCompletePart)
+                if parseErr is None:
+                    normalized = self._normalizeJsonStructure(parsed, useCase)
+                    out = json.dumps(normalized, indent=2, ensure_ascii=False)
+                    if useCase.finalResultHandler:
+                        logger.warning(
+                            "callAiWithLooping: max iterations — returning last valid completePart for %r",
+                            useCaseId,
+                        )
+                        return useCase.finalResultHandler(
+                            out, normalized, extracted, debugPrefix, self.services
+                        )
+            except Exception as e:
+                logger.debug("Max-iterations fallback on completePart failed: %s", e)
+        
+=======
         # This code path should never be reached because all registered use cases
         # return early when JSON is complete. This would only execute for use cases that
         # require section extraction, but no such use cases are currently registered.
-        logger.error(f"Unexpected code path: reached end of loop without return for use case '{useCaseId}'")
+>>>>>>> 875f8252 (ValueOn Lead to Offer durchgespielt, bugfixes in Dateigenerierung und ai nodes)
+        logger.error(
+            "End of callAiWithLooping without success for use case %r (iterations=%s, lastResultLen=%s)",
+            useCaseId,
+            iteration,
+            len(result) if isinstance(result, str) else 0,
+        )
         return result if result else ""
     
     def _isJsonStringIncomplete(self, jsonString: str) -> bool:

modules/serviceCenter/services/serviceAi/subLoopingUseCases.py

@@ -54,6 +54,15 @@ def _handleCodeContentFinalResult(result: str, parsedJsonForUseCase: Any, extrac
     return final_json
 
 
+def _lift_section_plain_text(d: Dict[str, Any]) -> Optional[str]:
+    """Models often return {\"text\": \"...\"} without an elements array; extract usable prose."""
+    for key in ("text", "body", "summary", "response", "output", "answer", "message", "content"):
+        v = d.get(key)
+        if isinstance(v, str) and v.strip():
+            return v.strip()
+    return None
+
+
 def _normalizeSectionContentJson(parsed: Any, useCaseId: str) -> Any:
     """Normalize JSON structure for section_content use case."""
     # For section_content, expect {"elements": [...]} structure
@@ -77,14 +86,28 @@ def _normalizeSectionContentJson(parsed: Any, useCaseId: str) -> Any:
             # Convert plain list of elements to elements structure
             return {"elements": parsed}
     elif isinstance(parsed, dict):
-        # If it already has "elements", return as-is
         if "elements" in parsed:
+            els = parsed.get("elements")
+            if isinstance(els, list) and len(els) > 0:
                 return parsed
-        # If it has "type" and looks like an element, wrap in elements array
-        elif parsed.get("type"):
+            lifted = _lift_section_plain_text(parsed)
+            if lifted:
+                out = dict(parsed)
+                out["elements"] = [{"type": "paragraph", "content": {"text": lifted}}]
+                logger.info(
+                    "section_content: promoted plain-text field to elements (%d chars)",
+                    len(lifted),
+                )
+                return out
+            return parsed
+        if parsed.get("type"):
             return {"elements": [parsed]}
-        # Otherwise, assume it's already in correct format
-        else:
+        lifted = _lift_section_plain_text(parsed)
+        if lifted:
+            return {
+                **parsed,
+                "elements": [{"type": "paragraph", "content": {"text": lifted}}],
+            }
         return parsed
     
     # For other use cases, return as-is (they have their own structures)

modules/serviceCenter/services/serviceAi/subStructureFilling.py

@@ -27,6 +27,36 @@ class _AiResponseFallback:
 logger = logging.getLogger(__name__)
 
 
+def _elements_from_section_content_ai_json(parsed: Any) -> List[Any]:
+    """Normalize section_content AI JSON (incl. models that return {\"text\": ...}) into elements."""
+    from modules.serviceCenter.services.serviceAi.subLoopingUseCases import _normalizeSectionContentJson
+
+    if parsed is None:
+        return []
+    if isinstance(parsed, dict):
+        has_nonempty_elements = (
+            isinstance(parsed.get("elements"), list) and len(parsed["elements"]) > 0
+        )
+        if not has_nonempty_elements:
+            # Valid full-document envelope (same normalized shape the renderer uses elsewhere)
+            docs = parsed.get("documents")
+            if isinstance(docs, list) and docs and isinstance(docs[0], dict):
+                secs = docs[0].get("sections")
+                if isinstance(secs, list) and secs and isinstance(secs[0], dict):
+                    parsed = secs[0]
+            elif (
+                isinstance(parsed.get("sections"), list)
+                and parsed["sections"]
+                and isinstance(parsed["sections"][0], dict)
+            ):
+                parsed = parsed["sections"][0]
+    norm = _normalizeSectionContentJson(parsed, "section_content")
+    if isinstance(norm, dict):
+        els = norm.get("elements")
+        return list(els) if isinstance(els, list) else []
+    return []
+
+
 class StructureFiller:
     """Handles filling document structure with content."""
     
@@ -524,36 +554,10 @@ class StructureFiller:
             if generatedElements:
                 elements.extend(generatedElements)
             else:
-                # Fallback: Try to parse JSON response directly with repair logic
-                try:
-                    from modules.shared.jsonUtils import tryParseJson, repairBrokenJson
-                    
-                    # Use tryParseJson which handles extraction and basic parsing
-                    fallbackElements, parseError, cleanedStr = tryParseJson(aiResponse.content)
-                    
-                    # If parsing failed, try repair
-                    if parseError and isinstance(aiResponse.content, str):
-                        logger.warning(f"Initial JSON parse failed for section {sectionId}, attempting repair: {str(parseError)}")
-                        repairedJson = repairBrokenJson(aiResponse.content)
-                        if repairedJson:
-                            fallbackElements = repairedJson
-                            parseError = None
-                            logger.info(f"Successfully repaired JSON for section {sectionId}")
-                    
-                    if parseError:
-                        raise parseError
-                    
-                    if isinstance(fallbackElements, list):
-                        elements.extend(fallbackElements)
-                    elif isinstance(fallbackElements, dict) and "elements" in fallbackElements:
-                        elements.extend(fallbackElements["elements"])
-                    elif isinstance(fallbackElements, dict) and fallbackElements.get("type"):
-                        elements.append(fallbackElements)
-                except (json.JSONDecodeError, ValueError) as json_error:
-                    logger.error(f"Error parsing JSON response for section {sectionId}: {str(json_error)}")
+                logger.error(f"No elements produced for section {sectionId} (callAiWithLooping must return parseable JSON)")
                 elements.append({
                     "type": "error",
-                        "message": f"Failed to parse JSON response: {str(json_error)}",
+                    "message": f"No parsed content for section {sectionId}",
                     "sectionId": sectionId
                 })
         
@@ -671,7 +675,7 @@ class StructureFiller:
             try:
                 self.services.chat.progressLogUpdate(sectionOperationId, 0.4, "Calling AI for content generation")
                 
-                operationType = OperationTypeEnum.DATA_ANALYSE
+                operationType = OperationTypeEnum.DATA_GENERATE
                 options = AiCallOptions(
                     operationType=operationType,
                     priority=PriorityEnum.BALANCED,
@@ -703,22 +707,17 @@ class StructureFiller:
                 )
                 
                 try:
-                    from modules.shared.jsonUtils import tryParseJson, repairBrokenJson
+                    from modules.shared.jsonUtils import tryParseJson
+
                     if isinstance(aiResponseJson, str) and ("---" in aiResponseJson or aiResponseJson.count("```json") > 1):
                         generatedElements = self._extractAndMergeMultipleJsonBlocks(aiResponseJson, contentType, sectionId)
                     else:
-                        parsedResponse, parseError, cleanedStr = tryParseJson(aiResponseJson)
-                        if parsedResponse is None:
-                            logger.warning(f"Section {sectionId}: tryParseJson failed, attempting repair")
-                            repairedStr = repairBrokenJson(aiResponseJson)
-                            parsedResponse, parseError2, _ = tryParseJson(repairedStr)
-                        
-                        if parsedResponse and isinstance(parsedResponse, dict):
-                            generatedElements = parsedResponse.get("elements", [])
-                        elif parsedResponse and isinstance(parsedResponse, list):
-                            generatedElements = parsedResponse
-                        else:
+                        parsedResponse, parseError, _ = tryParseJson(aiResponseJson)
+                        if parseError is not None:
+                            logger.error(f"Section {sectionId}: tryParseJson failed: {parseError}")
                             generatedElements = []
+                        else:
+                            generatedElements = _elements_from_section_content_ai_json(parsedResponse)
                 except Exception as parseErr:
                     logger.error(f"Section {sectionId}: JSON parse error: {parseErr}")
                     generatedElements = []
@@ -930,7 +929,7 @@ class StructureFiller:
                             
                             self.services.chat.progressLogUpdate(sectionOperationId, 0.4, "Calling AI for content generation")
                             
-                            operationType = OperationTypeEnum.IMAGE_GENERATE if contentType == "image" else OperationTypeEnum.DATA_ANALYSE
+                            operationType = OperationTypeEnum.IMAGE_GENERATE if contentType == "image" else OperationTypeEnum.DATA_GENERATE
                             
                             if operationType == OperationTypeEnum.IMAGE_GENERATE:
                                 maxPromptLength = 4000
@@ -996,43 +995,16 @@ class StructureFiller:
                                 )
                                 
                                 try:
-                                    # Use tryParseJson which handles extraction and basic parsing
-                                    from modules.shared.jsonUtils import tryParseJson, repairBrokenJson
+                                    from modules.shared.jsonUtils import tryParseJson
 
-                                    # Check if response contains multiple JSON blocks (separated by --- or multiple ```json blocks)
-                                    # This can happen when AI returns multiple complete responses
                                     if isinstance(aiResponseJson, str) and ("---" in aiResponseJson or aiResponseJson.count("```json") > 1):
                                         logger.info(f"Section {sectionId}: Detected multiple JSON blocks in response, attempting to merge")
                                         generatedElements = self._extractAndMergeMultipleJsonBlocks(aiResponseJson, contentType, sectionId)
                                     else:
-                                        parsedResponse, parseError, cleanedStr = tryParseJson(aiResponseJson)
-                                        
-                                        # If parsing failed, try repair
-                                        if parseError and isinstance(aiResponseJson, str):
-                                            logger.warning(f"Initial JSON parse failed for section {sectionId}, attempting repair: {str(parseError)}")
-                                            repairedJson = repairBrokenJson(aiResponseJson)
-                                            if repairedJson:
-                                                parsedResponse = repairedJson
-                                                parseError = None
-                                                logger.info(f"Successfully repaired JSON for section {sectionId}")
-                                        
-                                        if parseError:
+                                        parsedResponse, parseError, _ = tryParseJson(aiResponseJson)
+                                        if parseError is not None:
                                             raise parseError
-                                        
-                                        if isinstance(parsedResponse, list):
-                                            generatedElements = parsedResponse
-                                        elif isinstance(parsedResponse, dict):
-                                            if "elements" in parsedResponse:
-                                                generatedElements = parsedResponse["elements"]
-                                            elif "sections" in parsedResponse and len(parsedResponse["sections"]) > 0:
-                                                firstSection = parsedResponse["sections"][0]
-                                                generatedElements = firstSection.get("elements", [])
-                                            elif parsedResponse.get("type"):
-                                                generatedElements = [parsedResponse]
-                                            else:
-                                                generatedElements = []
-                                        else:
-                                            generatedElements = []
+                                        generatedElements = _elements_from_section_content_ai_json(parsedResponse)
 
                                     aiResponse = _AiResponseFallback(aiResponseJson)
                                 except Exception as parseError:
@@ -1112,7 +1084,7 @@ class StructureFiller:
                         
                         self.services.chat.progressLogUpdate(sectionOperationId, 0.4, "Calling AI for content generation")
                         
-                        operationType = OperationTypeEnum.IMAGE_GENERATE if contentType == "image" else OperationTypeEnum.DATA_ANALYSE
+                        operationType = OperationTypeEnum.IMAGE_GENERATE if contentType == "image" else OperationTypeEnum.DATA_GENERATE
                         
                         if operationType == OperationTypeEnum.IMAGE_GENERATE:
                             maxPromptLength = 4000
@@ -1135,6 +1107,7 @@ class StructureFiller:
                                     processingMode=ProcessingModeEnum.DETAILED
                                 )
                             )
+                            checkWorkflowStopped(self.services)
                             aiResponse = await self.aiService.callAi(request)
                             generatedElements = []
                             
@@ -1179,22 +1152,16 @@ class StructureFiller:
                             )
                             
                             try:
-                                parsedResponse = json.loads(self.services.utils.jsonExtractString(aiResponseJson))
-                                if isinstance(parsedResponse, list):
-                                    generatedElements = parsedResponse
-                                elif isinstance(parsedResponse, dict):
-                                    if "elements" in parsedResponse:
-                                        generatedElements = parsedResponse["elements"]
-                                    elif "sections" in parsedResponse and len(parsedResponse["sections"]) > 0:
-                                        firstSection = parsedResponse["sections"][0]
-                                        generatedElements = firstSection.get("elements", [])
-                                    elif parsedResponse.get("type"):
-                                        generatedElements = [parsedResponse]
-                                    else:
-                                        generatedElements = []
-                                else:
-                                    generatedElements = []
+                                from modules.shared.jsonUtils import tryParseJson
 
+                                parsedResponse, parseError, _ = tryParseJson(aiResponseJson)
+                                if parseError is not None:
+                                    logger.error(
+                                        f"Error parsing response from _callAiWithLooping for section {sectionId}: {parseError}"
+                                    )
+                                    generatedElements = []
+                                else:
+                                    generatedElements = _elements_from_section_content_ai_json(parsedResponse)
                                 aiResponse = _AiResponseFallback(aiResponseJson)
                             except Exception as parseError:
                                 logger.error(f"Error parsing response from _callAiWithLooping for section {sectionId}: {str(parseError)}")
@@ -1371,7 +1338,7 @@ class StructureFiller:
                                 
                                 self.services.chat.progressLogUpdate(sectionOperationId, 0.4, "Calling AI for content generation")
                                 
-                                operationType = OperationTypeEnum.IMAGE_GENERATE if contentType == "image" else OperationTypeEnum.DATA_ANALYSE
+                                operationType = OperationTypeEnum.IMAGE_GENERATE if contentType == "image" else OperationTypeEnum.DATA_GENERATE
                                 
                                 if operationType == OperationTypeEnum.IMAGE_GENERATE:
                                     maxPromptLength = 4000
@@ -1439,22 +1406,16 @@ class StructureFiller:
                                     )
                                     
                                     try:
-                                        parsedResponse = json.loads(self.services.utils.jsonExtractString(aiResponseJson))
-                                        if isinstance(parsedResponse, list):
-                                            generatedElements = parsedResponse
-                                        elif isinstance(parsedResponse, dict):
-                                            if "elements" in parsedResponse:
-                                                generatedElements = parsedResponse["elements"]
-                                            elif "sections" in parsedResponse and len(parsedResponse["sections"]) > 0:
-                                                firstSection = parsedResponse["sections"][0]
-                                                generatedElements = firstSection.get("elements", [])
-                                            elif parsedResponse.get("type"):
-                                                generatedElements = [parsedResponse]
-                                            else:
-                                                generatedElements = []
-                                        else:
-                                            generatedElements = []
+                                        from modules.shared.jsonUtils import tryParseJson
 
+                                        parsedResponse, parseError, _ = tryParseJson(aiResponseJson)
+                                        if parseError is not None:
+                                            logger.error(
+                                                f"Error parsing response from _callAiWithLooping for section {sectionId}: {parseError}"
+                                            )
+                                            generatedElements = []
+                                        else:
+                                            generatedElements = _elements_from_section_content_ai_json(parsedResponse)
                                         aiResponse = _AiResponseFallback(aiResponseJson)
                                     except Exception as parseError:
                                         logger.error(f"Error parsing response from _callAiWithLooping for section {sectionId}: {str(parseError)}")

modules/serviceCenter/services/serviceAi/subStructureGeneration.py

@@ -90,8 +90,7 @@ class StructureGenerator:
         )
         
         try:
-            # Baue Chapter-Struktur-Prompt mit Content-Index
-            structurePrompt = self._buildChapterStructurePrompt(
+            structurePrompt, templateStructure = self._buildChapterStructurePrompt(
                 userPrompt=userPrompt,
                 contentParts=contentParts,
                 outputFormat=outputFormat
@@ -108,12 +107,6 @@ class StructureGenerator:
                 resultFormat="json"
             )
             
-            structurePrompt, templateStructure = self._buildChapterStructurePrompt(
-                userPrompt=userPrompt,
-                contentParts=contentParts,
-                outputFormat=outputFormat
-            )
-            
             # Create prompt builder for continuation support
             async def buildChapterStructurePromptWithContinuation(
                 continuationContext: Any,
@@ -196,6 +189,13 @@ CRITICAL:
                 contentParts=None  # Do not pass ContentParts - only metadata needed, not content extraction
             )
             
+            if not isinstance(aiResponseJson, str) or not aiResponseJson.strip():
+                raise ValueError(
+                    "Structure generation returned no JSON text from the model (empty response after retries). "
+                    "Check the AI provider, allowed models, billing, and debug artifact "
+                    "'chapter_structure_generation_response'."
+                )
+            
             # Parse the complete JSON response (looping system already handles completion)
             extractedJson = self.services.utils.jsonExtractString(aiResponseJson)
             parsedJson, parseError, cleanedJson = self.services.utils.jsonTryParse(extractedJson)
@@ -215,7 +215,12 @@ CRITICAL:
                         raise ValueError(f"Failed to parse JSON structure after repair: {str(parseError)}")
                 else:
                     logger.error(f"Failed to repair JSON. Parse error: {str(parseError)}")
-                    logger.error(f"Cleaned JSON preview (first 500 chars): {cleanedJson[:500]}")
+                    raw_preview = (extractedJson or "")[:500]
+                    logger.error(
+                        "Raw extract preview (first 500 chars): %r",
+                        raw_preview,
+                    )
+                    logger.error(f"Cleaned JSON preview (first 500 chars): {cleanedJson[:500]!r}")
                     raise ValueError(f"Failed to parse JSON structure: {str(parseError)}")
             else:
                 structure = parsedJson

modules/serviceCenter/services/serviceChat/mainServiceChat.py

@@ -23,7 +23,11 @@ class ChatService:
         from modules.interfaces.interfaceDbManagement import getInterface as getComponentInterface
         from modules.interfaces.interfaceDbChat import getInterface as getChatInterface
         self.interfaceDbApp = getAppInterface(context.user, mandateId=context.mandate_id)
-        self.interfaceDbComponent = getComponentInterface(context.user, mandateId=context.mandate_id)
+        self.interfaceDbComponent = getComponentInterface(
+            context.user,
+            mandateId=context.mandate_id,
+            featureInstanceId=context.feature_instance_id,
+        )
         self.interfaceDbChat = getChatInterface(
             context.user,
             mandateId=context.mandate_id,
@@ -36,6 +40,26 @@ class ChatService:
         """Workflow from context (stable during workflow execution)."""
         return self._context.workflow
 
+    def _chat_document_from_management_file(self, file_id: str) -> Optional[ChatDocument]:
+        """Build a ChatDocument when docItem references a management FileItem (e.g. automation uploads) without a chat message."""
+        try:
+            fi = self.interfaceDbComponent.getFile(file_id)
+        except Exception as e:
+            logger.debug("getFile(%s) failed: %s", file_id, e)
+            return None
+        if fi is None:
+            return None
+        wf = self._workflow
+        wf_id = wf.id if wf else "no-workflow"
+        return ChatDocument(
+            id=file_id,
+            messageId=f"_filestore:{wf_id}",
+            fileId=fi.id,
+            fileName=fi.fileName or "document",
+            fileSize=int(fi.fileSize or 0),
+            mimeType=fi.mimeType or "application/octet-stream",
+        )
+
     def getChatDocumentsFromDocumentList(self, documentList) -> List[ChatDocument]:
         """Get ChatDocuments from a DocumentReferenceList.
         
@@ -126,14 +150,28 @@ class ChatService:
                             
                             if message.documents:
                                 for doc in message.documents:
-                                    if doc.id == docId:
+                                    if doc.id == docId or getattr(doc, "fileId", None) == docId:
                                         allDocuments.append(doc)
                                         docFound = True
-                                        logger.debug(f"Matched document reference '{docRef}' to document {doc.id} (fileName: {getattr(doc, 'fileName', 'unknown')}) by documentId")
+                                        logger.debug(
+                                            f"Matched document reference '{docRef}' to document {doc.id} "
+                                            f"(fileName: {getattr(doc, 'fileName', 'unknown')}) by id/fileId"
+                                        )
                                         break
                                 if docFound:
                                     break
                         
+                        if not docFound:
+                            synth = self._chat_document_from_management_file(docId)
+                            if synth is not None:
+                                allDocuments.append(synth)
+                                docFound = True
+                                logger.info(
+                                    "Resolved document reference %r via FileItem %s (automation / transient workflow)",
+                                    docRef,
+                                    docId,
+                                )
+
                         # Fallback: If not found by documentId and it looks like a filename (has file extension), try filename matching
                         # This handles cases where AI incorrectly generates docItem:filename.docx
                         if not docFound and '.' in docId and len(parts) == 2:
@@ -485,33 +523,11 @@ class ChatService:
         return results
 
     def listGroups(self, contextKey: str = "files/list") -> list:
-        """List all groups in the groupTree for the current context."""
-        try:
-            existing = self.interfaceDbApp.getTableGrouping(contextKey)
-            if not existing:
-                return []
-            def _flatten(nodes, depth=0):
-                result = []
-                for n in nodes:
-                    nd = n.model_dump() if hasattr(n, "model_dump") else (n if isinstance(n, dict) else vars(n))
-                    result.append({"id": nd.get("id"), "name": nd.get("name"), "depth": depth, "itemCount": len(nd.get("itemIds", []))})
-                    result.extend(_flatten(nd.get("subGroups", []), depth + 1))
-                return result
-            return _flatten(existing.rootGroups)
-        except Exception as e:
+        """Stub — file group tree removed. Returns empty list."""
         return []
 
     def listFilesInGroup(self, groupId: str, contextKey: str = "files/list") -> list:
-        """List file IDs in a specific group (recursive)."""
-        try:
-            from modules.routes.routeHelpers import _collectItemIds
-            existing = self.interfaceDbApp.getTableGrouping(contextKey)
-            if not existing:
-                return []
-            nodes = [n.model_dump() if hasattr(n, "model_dump") else (n if isinstance(n, dict) else vars(n)) for n in existing.rootGroups]
-            ids = _collectItemIds(nodes, groupId)
-            return list(ids) if ids else []
-        except Exception:
+        """Stub — file group tree removed. Returns empty list."""
         return []
 
     # ---- DataSource CRUD ----

modules/serviceCenter/services/serviceClickup/mainServiceClickup.py

@@ -166,12 +166,28 @@ class ClickupService:
         page: int = 0,
         include_closed: bool = False,
         subtasks: bool = True,
+        dateCreatedGt: Optional[int] = None,
+        dateCreatedLt: Optional[int] = None,
+        dateUpdatedGt: Optional[int] = None,
+        dateUpdatedLt: Optional[int] = None,
+        customFields: Optional[List[Dict[str, Any]]] = None,
     ) -> Dict[str, Any]:
         params: Dict[str, Any] = {
             "page": page,
             "subtasks": str(subtasks).lower(),
             "include_closed": str(include_closed).lower(),
         }
+        if dateCreatedGt is not None:
+            params["date_created_gt"] = dateCreatedGt
+        if dateCreatedLt is not None:
+            params["date_created_lt"] = dateCreatedLt
+        if dateUpdatedGt is not None:
+            params["date_updated_gt"] = dateUpdatedGt
+        if dateUpdatedLt is not None:
+            params["date_updated_lt"] = dateUpdatedLt
+        if customFields:
+            import json as _json
+            params["custom_fields"] = _json.dumps(customFields)
         return await self._request("GET", f"/list/{list_id}/task", params=params)
 
     async def getTask(self, task_id: str, *, include_subtasks: bool = True) -> Dict[str, Any]:

modules/serviceCenter/services/serviceGeneration/renderers/rendererCodeCsv.py

@@ -79,7 +79,15 @@ class RendererCodeCsv(BaseCodeRenderer):
         
         return renderedDocs
     
-    async def render(self, extractedContent: Dict[str, Any], title: str, userPrompt: str = None, aiService=None) -> List[RenderedDocument]:
+    async def render(
+        self,
+        extractedContent: Dict[str, Any],
+        title: str,
+        userPrompt: str = None,
+        aiService=None,
+        *,
+        style: Dict[str, Any] = None,
+    ) -> List[RenderedDocument]:
         """
         Render method for document generation compatibility.
         Delegates to document renderer if needed, or handles code files directly.
@@ -94,7 +102,7 @@ class RendererCodeCsv(BaseCodeRenderer):
             # Document generation path - delegate to document renderer
             from .rendererCsv import RendererCsv
             documentRenderer = RendererCsv(self.services)
-            return await documentRenderer.render(extractedContent, title, userPrompt, aiService)
+            return await documentRenderer.render(extractedContent, title, userPrompt, aiService, style=style)
     
     def _validateAndFixCsv(self, content: str) -> str:
         """Validate CSV structure and fix common issues."""

modules/serviceCenter/services/serviceGeneration/renderers/rendererCodeJson.py

@@ -91,7 +91,15 @@ class RendererCodeJson(BaseCodeRenderer):
         
         return renderedDocs
     
-    async def render(self, extractedContent: Dict[str, Any], title: str, userPrompt: str = None, aiService=None) -> List[RenderedDocument]:
+    async def render(
+        self,
+        extractedContent: Dict[str, Any],
+        title: str,
+        userPrompt: str = None,
+        aiService=None,
+        *,
+        style: Dict[str, Any] = None,
+    ) -> List[RenderedDocument]:
         """
         Render method for document generation compatibility.
         Delegates to document renderer if needed, or handles code files directly.
@@ -107,7 +115,7 @@ class RendererCodeJson(BaseCodeRenderer):
             # Import here to avoid circular dependency
             from .rendererJson import RendererJson
             documentRenderer = RendererJson(self.services)
-            return await documentRenderer.render(extractedContent, title, userPrompt, aiService)
+            return await documentRenderer.render(extractedContent, title, userPrompt, aiService, style=style)
     
     def _extractJsonStatistics(self, parsed: Any) -> Dict[str, Any]:
         """Extract JSON statistics for validation (object count, array count, key count)."""

modules/serviceCenter/services/serviceGeneration/renderers/rendererCodeXml.py

@@ -78,11 +78,20 @@ class RendererCodeXml(BaseCodeRenderer):
         
         return renderedDocs
     
-    async def render(self, extractedContent: Dict[str, Any], title: str, userPrompt: str = None, aiService=None) -> List[RenderedDocument]:
+    async def render(
+        self,
+        extractedContent: Dict[str, Any],
+        title: str,
+        userPrompt: str = None,
+        aiService=None,
+        *,
+        style: Dict[str, Any] = None,
+    ) -> List[RenderedDocument]:
         """
         Render method for document generation compatibility.
         For XML, we only support code generation (no document renderer exists yet).
         """
+        _ = style
         # Check if this is code generation (has files array)
         if "files" in extractedContent:
             # Code generation path - use renderCodeFiles

modules/serviceCenter/services/serviceGeneration/renderers/rendererCsv.py

@@ -39,8 +39,27 @@ class RendererCsv(BaseRenderer):
         """
         return ["table", "code_block"]
     
-    async def render(self, extractedContent: Dict[str, Any], title: str, userPrompt: str = None, aiService=None) -> List[RenderedDocument]:
+<<<<<<< HEAD
+=======
+<<<<<<< HEAD
+    async def render(self, extractedContent: Dict[str, Any], title: str, userPrompt: str = None, aiService=None, *, style: Dict[str, Any] = None) -> List[RenderedDocument]:
+=======
+>>>>>>> 875f8252 (ValueOn Lead to Offer durchgespielt, bugfixes in Dateigenerierung und ai nodes)
+    async def render(
+        self,
+        extractedContent: Dict[str, Any],
+        title: str,
+        userPrompt: str = None,
+        aiService=None,
+        *,
+        style: Dict[str, Any] = None,
+    ) -> List[RenderedDocument]:
+<<<<<<< HEAD
+=======
+>>>>>>> 0659d0d2 (ValueOn Lead to Offer durchgespielt, bugfixes in Dateigenerierung und ai nodes)
+>>>>>>> 875f8252 (ValueOn Lead to Offer durchgespielt, bugfixes in Dateigenerierung und ai nodes)
         """Render extracted JSON content to CSV format. Produces one CSV file per table section."""
+        _ = style
         try:
             # Validate JSON structure
             if not self._validateJsonStructure(extractedContent):

modules/serviceCenter/services/serviceGeneration/renderers/rendererImage.py

@@ -43,8 +43,17 @@ class RendererImage(BaseRenderer):
         """
         return ["image"]
     
-    async def render(self, extractedContent: Dict[str, Any], title: str, userPrompt: str = None, aiService=None) -> List[RenderedDocument]:
+    async def render(
+        self,
+        extractedContent: Dict[str, Any],
+        title: str,
+        userPrompt: str = None,
+        aiService=None,
+        *,
+        style: Dict[str, Any] = None,
+    ) -> List[RenderedDocument]:
         """Render extracted JSON content to image format using AI image generation."""
+        _ = style
         try:
             # Generate AI image from content
             imageContent = await self._generateAiImage(extractedContent, title, userPrompt, aiService)

modules/serviceCenter/services/serviceGeneration/renderers/rendererJson.py

@@ -42,8 +42,17 @@ class RendererJson(BaseRenderer):
         # Return all types except image
         return [st for st in supportedSectionTypes if st != "image"]
     
-    async def render(self, extractedContent: Dict[str, Any], title: str, userPrompt: str = None, aiService=None) -> List[RenderedDocument]:
+    async def render(
+        self,
+        extractedContent: Dict[str, Any],
+        title: str,
+        userPrompt: str = None,
+        aiService=None,
+        *,
+        style: Dict[str, Any] = None,
+    ) -> List[RenderedDocument]:
         """Render extracted JSON content to JSON format."""
+        _ = style
         try:
             # The extracted content should already be JSON from the AI
             # Just validate and format it

modules/serviceCenter/services/serviceGeneration/renderers/rendererMarkdown.py

@@ -40,8 +40,17 @@ class RendererMarkdown(BaseRenderer):
         from modules.datamodels.datamodelJson import supportedSectionTypes
         return [st for st in supportedSectionTypes if st != "image"]
     
-    async def render(self, extractedContent: Dict[str, Any], title: str, userPrompt: str = None, aiService=None) -> List[RenderedDocument]:
+    async def render(
+        self,
+        extractedContent: Dict[str, Any],
+        title: str,
+        userPrompt: str = None,
+        aiService=None,
+        *,
+        style: Dict[str, Any] = None,
+    ) -> List[RenderedDocument]:
         """Render extracted JSON content to Markdown format."""
+        _ = style
         try:
             # Generate markdown from JSON structure
             markdownContent = self._generateMarkdownFromJson(extractedContent, title)

modules/serviceCenter/services/serviceGeneration/renderers/rendererText.py

@@ -8,7 +8,7 @@ import re
 
 from .documentRendererBaseTemplate import BaseRenderer
 from modules.datamodels.datamodelDocument import RenderedDocument
-from typing import Dict, Any, List, Optional
+from typing import Dict, Any, List, Optional, Union
 
 class RendererText(BaseRenderer):
     """Renders content to plain text format with format-specific extraction."""
@@ -76,8 +76,17 @@ class RendererText(BaseRenderer):
         # Text renderer accepts all types except images
         return [st for st in supportedSectionTypes if st != "image"]
     
-    async def render(self, extractedContent: Dict[str, Any], title: str, userPrompt: str = None, aiService=None) -> List[RenderedDocument]:
+    async def render(
+        self,
+        extractedContent: Dict[str, Any],
+        title: str,
+        userPrompt: str = None,
+        aiService=None,
+        *,
+        style: Dict[str, Any] = None,
+    ) -> List[RenderedDocument]:
         """Render extracted JSON content to plain text format."""
+        _ = style  # unified style from renderReport; plain text ignores formatting hints
         try:
             # Generate text from JSON structure
             textContent = self._generateTextFromJson(extractedContent, title)
@@ -187,8 +196,10 @@ class RendererText(BaseRenderer):
                         textParts.append(f"[Reference: {label}]")
                         continue
                     elif element_type == "extracted_text":
-                        # Extracted text format
+                        # Extracted text format (str or raw bytes from ContentPart)
                         content = element.get("content", "")
+                        if isinstance(content, (bytes, bytearray, memoryview)):
+                            content = bytes(content).decode("utf-8", errors="replace")
                         source = element.get("source", "")
                         if content:
                             source_text = f" (Source: {source})" if source else ""
@@ -263,16 +274,16 @@ class RendererText(BaseRenderer):
             textParts = []
             
             # Create table header
-            headerLine = " | ".join(str(header) for header in headers)
+            headerLine = " | ".join(self._tableCellToPlainText(h) for h in headers)
             textParts.append(headerLine)
             
             # Add separator line
-            separatorLine = " | ".join("-" * len(str(header)) for header in headers)
+            separatorLine = " | ".join("-" * len(self._tableCellToPlainText(h)) for h in headers)
             textParts.append(separatorLine)
             
             # Add data rows
             for row in rows:
-                rowLine = " | ".join(str(cellData) for cellData in row)
+                rowLine = " | ".join(self._tableCellToPlainText(cellData) for cellData in row)
                 textParts.append(rowLine)
             
             return '\n'.join(textParts)
@@ -299,6 +310,9 @@ class RendererText(BaseRenderer):
                     textParts.append(f"- {self._stripMarkdownForPlainText(item)}")
                 elif isinstance(item, dict) and "text" in item:
                     textParts.append(f"- {self._stripMarkdownForPlainText(item['text'])}")
+                elif isinstance(item, list):
+                    # markdownToDocumentJson: each item is List[InlineRun]
+                    textParts.append(f"- {self._inlineRunsToPlainText(item)}")
             
             return '\n'.join(textParts)
             
@@ -311,22 +325,27 @@ class RendererText(BaseRenderer):
         try:
             # Extract from nested content structure: element.content.{text, level}
             content = headingData.get("content", {})
-            if not isinstance(content, dict):
-                return ""
+            if isinstance(content, dict) and content:
                 text = self._stripMarkdownForPlainText(content.get("text", ""))
                 level = content.get("level", 1)
-            
-            if text:
-                level = max(1, min(6, level))
-                if level == 1:
-                    return f"{text}\n{'=' * len(text)}"
-                elif level == 2:
-                    return f"{text}\n{'-' * len(text)}"
             else:
-                    return f"{'#' * level} {text}"
-            
+                # AI shorthand: {"type":"heading","text":"...","level":2}
+                text = self._stripMarkdownForPlainText(str(headingData.get("text", "") or ""))
+                level = headingData.get("level", 1)
+            if not text:
                 return ""
 
+            try:
+                level_i = int(level) if level is not None else 1
+            except (TypeError, ValueError):
+                level_i = 1
+            level_i = max(1, min(6, level_i))
+            if level_i == 1:
+                return f"{text}\n{'=' * len(text)}"
+            if level_i == 2:
+                return f"{text}\n{'-' * len(text)}"
+            return f"{'#' * level_i} {text}"
+
         except Exception as e:
             self.logger.warning(f"Error rendering heading: {str(e)}")
             return ""
@@ -345,12 +364,65 @@ class RendererText(BaseRenderer):
         text = re.sub(r'`([^`]+)`', r'\1', text)
         return text.strip()
 
+    def _inlineRunsToPlainText(self, runs: Union[List[Any], Any]) -> str:
+        """Flatten InlineRun dicts (from markdownToDocumentJson) to a single string."""
+        if runs is None:
+            return ""
+        if isinstance(runs, dict):
+            runs = [runs]
+        if not isinstance(runs, list):
+            return self._stripMarkdownForPlainText(str(runs))
+        parts: List[str] = []
+        for run in runs:
+            if not isinstance(run, dict):
+                parts.append(str(run))
+                continue
+            t = run.get("type") or "text"
+            val = run.get("value", "")
+            if t == "text":
+                parts.append(str(val))
+            elif t in ("bold", "italic", "code"):
+                parts.append(str(val))
+            elif t == "link":
+                parts.append(str(val))
+            elif t == "image":
+                parts.append(f"[{val}]")
+            else:
+                parts.append(str(val))
+        return "".join(parts)
+
+    def _tableCellToPlainText(self, cell: Any) -> str:
+        """Table header/cell: plain str, legacy dict, or List[InlineRun]."""
+        if cell is None:
+            return ""
+        if isinstance(cell, str):
+            return self._stripMarkdownForPlainText(cell)
+        if isinstance(cell, list):
+            return self._inlineRunsToPlainText(cell)
+        if isinstance(cell, dict) and "text" in cell:
+            return self._stripMarkdownForPlainText(str(cell["text"]))
+        return self._stripMarkdownForPlainText(str(cell))
+
     def _renderJsonParagraph(self, paragraphData: Dict[str, Any]) -> str:
         """Render a JSON paragraph to text. Strips markdown for plain text output."""
         try:
-            # Extract from nested content structure
-            content = paragraphData.get("content", {})
+            # Models often return {"type":"paragraph","text":"..."} without nested "content"
+            top = paragraphData.get("text")
+            raw_content = paragraphData.get("content", {})
+            if isinstance(top, str) and top.strip():
+                if raw_content is None or raw_content == {}:
+                    return self._stripMarkdownForPlainText(top)
+                if isinstance(raw_content, dict):
+                    if not (raw_content.get("text") or raw_content.get("inlineRuns")):
+                        return self._stripMarkdownForPlainText(top)
+
+            content = raw_content
+            if content is None:
+                content = {}
             if isinstance(content, dict):
+                runs = self._inlineRunsFromContent(content)
+                if runs:
+                    return self._stripMarkdownForPlainText(self._inlineRunsToPlainText(runs))
                 text = content.get("text", "")
             elif isinstance(content, str):
                 text = content

modules/shared/jsonContinuation.py

@@ -2172,11 +2172,13 @@ def getContexts(
         >>> print(contexts.overlapContext)  # "" (empty - JSON is complete)
         >>> print(contexts.jsonParsingSuccess)  # True
     """
-    # First, check if original JSON is already complete (parseable without modification)
+    # Completeness must use the same pipeline as callers (fences, balanced extract, normalization).
+    from modules.shared.jsonUtils import tryParseJson as _utils_try_parse_json
+
     jsonIsComplete = False
     if truncatedJson and truncatedJson.strip():
-        parsed, error = _tryParseJson(truncatedJson.strip())
-        if error is None:
+        _parsed_hdr, error_hdr, _ = _utils_try_parse_json(truncatedJson)
+        if error_hdr is None:
             jsonIsComplete = True
             logger.debug("Original JSON is already complete (no cut point)")
     
@@ -2193,28 +2195,27 @@ def getContexts(
     jsonParsingSuccess = False
     
     if completePart and completePart.strip():
-        # First attempt: parse as-is
-        parsed, error = _tryParseJson(completePart)
-        
+        parsed, error, _ = _utils_try_parse_json(completePart)
         if error is None:
             jsonParsingSuccess = True
         else:
-            # Second attempt: repair internal errors and retry
-            logger.debug(f"Initial parse failed: {error}, attempting repair")
+            logger.debug(f"Initial parse failed: {error}, attempting internal repair")
             repairedCompletePart = _repairInternalJsonErrors(completePart)
-            
-            parsed, error = _tryParseJson(repairedCompletePart)
-            
+            parsed, error, _ = _utils_try_parse_json(repairedCompletePart)
             if error is None:
-                # Repair succeeded - use repaired version
                 completePart = repairedCompletePart
                 jsonParsingSuccess = True
                 logger.debug("JSON repair successful")
             else:
-                # Repair also failed - keep original completePart, mark as failed
                 logger.debug(f"JSON repair also failed: {error}")
                 jsonParsingSuccess = False
     
+    # If completePart parses successfully, the merged/candidate JSON is structurally complete
+    # after repair/closing — overlap from extractContinuationContexts on the *raw* candidate
+    # would falsely signal truncation and trap callAiWithLooping in continuation iterations.
+    if jsonParsingSuccess:
+        overlap = ""
+
     return JsonContinuationContexts(
         overlapContext=overlap,
         hierarchyContext=hierarchy,

modules/workflows/automation2/executionEngine.py

@@ -393,9 +393,10 @@ async def executeGraph(
     ordered_ids = [n.get("id") for n in ordered if n.get("id")]
     logger.info("executeGraph topoSort order: %s", ordered_ids)
 
-    nodeOutputs: Dict[str, Any] = dict(initialNodeOutputs or {})
+    # Normalize resumed human-node output BEFORE copying into nodeOutputs — otherwise
+    # normalizeToSchema only updates initialNodeOutputs and loop/refs still see raw
+    # e.g. input.upload {files} without coerced DocumentList.documents.
     is_resume = startAfterNodeId is not None
-
     if is_resume and initialNodeOutputs and startAfterNodeId:
         resumedNode = next((n for n in nodes if n.get("id") == startAfterNodeId), None)
         if resumedNode:
@@ -408,6 +409,8 @@ async def executeGraph(
                         initialNodeOutputs[startAfterNodeId] = normalizeToSchema(resumedOutput, schema)
                     except Exception as valErr:
                         logger.warning("executeGraph resume: schema validation failed for %s: %s", startAfterNodeId, valErr)
+
+    nodeOutputs: Dict[str, Any] = dict(initialNodeOutputs or {})
     if not runId and automation2_interface and workflowId and not is_resume:
         run_context = {
             "connectionMap": connectionMap,

modules/workflows/automation2/executors/actionNodeExecutor.py

@@ -1,7 +1,8 @@
 # Copyright (c) 2025 Patrick Motsch
 # Action node executor - maps ai.*, email.*, sharepoint.*, clickup.*, file.*, trustee.* to method actions.
 #
-# Typed Port System: explicit DataRefs / static parameters only (no runtime wire-handover).
+# Typed Port System: explicit DataRefs / static parameters; optional ``documentList`` from input port 0
+# when the param is empty (same idea as IOExecutor wire fill).
 # ``materializeConnectionRefs`` (see pickNotPushMigration) may still rewrite empty connectionReference at run start.
 
 import json
@@ -18,6 +19,25 @@ from modules.serviceCenter.services.serviceBilling.mainServiceBilling import Bil
 
 logger = logging.getLogger(__name__)
 
+
+def _coerce_document_data_to_bytes(raw: Any) -> Optional[bytes]:
+    """Normalize documentData (bytes/str/buffer) for DB file persistence."""
+    if raw is None:
+        return None
+    if isinstance(raw, bytes):
+        return raw if len(raw) > 0 else None
+    if isinstance(raw, bytearray):
+        b = bytes(raw)
+        return b if len(b) > 0 else None
+    if isinstance(raw, memoryview):
+        b = raw.tobytes()
+        return b if len(b) > 0 else None
+    if isinstance(raw, str):
+        b = raw.encode("utf-8")
+        return b if len(b) > 0 else None
+    return None
+
+
 _USER_CONNECTION_ID_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,
@@ -219,6 +239,78 @@ def _getOutputSchemaName(nodeDef: Dict) -> str:
     return port0.get("schema", "ActionResult")
 
 
+def _extract_wired_document_list(inp: Any) -> Optional[Dict[str, Any]]:
+    """
+    Build a DocumentList-shaped dict from upstream node output (matches IOExecutor wire behavior).
+    Handles DocumentList, human upload shapes (file / files / fileIds), FileList, loop file items.
+    During flow.loop body execution the loop node's output is
+    {items, count, currentItem, currentIndex}; wired document actions must use currentItem.
+    """
+    if inp is None:
+        return None
+    from modules.features.graphicalEditor.portTypes import (
+        unwrapTransit,
+        _coerce_document_list_upload_fields,
+        _file_record_to_document,
+    )
+
+    data = unwrapTransit(inp)
+    if isinstance(data, str):
+        one = _file_record_to_document(data)
+        return {"documents": [one], "count": 1} if one else None
+    if not isinstance(data, dict):
+        return None
+    d = dict(data)
+    _coerce_document_list_upload_fields(d)
+    # Per-iteration payload from executionEngine (flow.loop → downstream in loop body)
+    if "currentItem" in d:
+        ci = d.get("currentItem")
+        if ci is not None:
+            nested = _extract_wired_document_list(ci)
+            if nested:
+                return nested
+    docs = d.get("documents")
+    if isinstance(docs, list) and len(docs) > 0:
+        return {"documents": docs, "count": d.get("count", len(docs))}
+    raw_list = d.get("documentList")
+    if isinstance(raw_list, list) and len(raw_list) > 0 and isinstance(raw_list[0], dict):
+        return {"documents": raw_list, "count": len(raw_list)}
+    doc_id = d.get("documentId") or d.get("id")
+    if doc_id and str(doc_id).strip():
+        one: Dict[str, Any] = {"id": str(doc_id).strip()}
+        fn = d.get("fileName") or d.get("name")
+        if fn:
+            one["name"] = str(fn)
+        mt = d.get("mimeType")
+        if mt:
+            one["mimeType"] = str(mt)
+        return {"documents": [one], "count": 1}
+    files = d.get("files")
+    if isinstance(files, list) and files:
+        collected = []
+        for item in files:
+            conv = _file_record_to_document(item) if isinstance(item, dict) else None
+            if conv:
+                collected.append(conv)
+        if collected:
+            return {"documents": collected, "count": len(collected)}
+    return None
+
+
+def _document_list_param_is_empty(val: Any) -> bool:
+    if val is None or val == "":
+        return True
+    if isinstance(val, list) and len(val) == 0:
+        return True
+    if isinstance(val, dict):
+        if val.get("documents") or val.get("references") or val.get("items"):
+            return False
+        if val.get("documentId") or val.get("id"):
+            return False
+        return True
+    return False
+
+
 class ActionNodeExecutor:
     """Execute action nodes by mapping to method actions via ActionExecutor."""
 
@@ -260,6 +352,17 @@ class ActionNodeExecutor:
             if pName and pName not in resolvedParams and "default" in pDef:
                 resolvedParams[pName] = pDef["default"]
 
+        _param_names = {p.get("name") for p in nodeDef.get("parameters", []) if p.get("name")}
+        if "documentList" in _param_names and _document_list_param_is_empty(resolvedParams.get("documentList")):
+            _src_map = (context.get("inputSources") or {}).get(nodeId) or {}
+            _entry = _src_map.get(0)
+            if _entry:
+                _src_node_id, _ = _entry
+                _upstream = (context.get("nodeOutputs") or {}).get(_src_node_id)
+                _wired = _extract_wired_document_list(_upstream)
+                if _wired:
+                    resolvedParams["documentList"] = _wired
+
         # 3. Resolve connectionReference
         chatService = getattr(self.services, "chat", None)
         _resolveConnectionParam(resolvedParams, chatService, self.services)
@@ -323,18 +426,33 @@ class ActionNodeExecutor:
         for d in (result.documents or []):
             dumped = d.model_dump() if hasattr(d, "model_dump") else dict(d) if isinstance(d, dict) else d
             rawData = getattr(d, "documentData", None) if hasattr(d, "documentData") else (dumped.get("documentData") if isinstance(dumped, dict) else None)
-            if isinstance(dumped, dict) and isinstance(rawData, bytes) and len(rawData) > 0:
+            rawBytes = _coerce_document_data_to_bytes(rawData)
+            if isinstance(dumped, dict) and rawBytes:
                 try:
                     from modules.interfaces.interfaceDbManagement import getInterface as _getMgmtInterface
+                    from modules.interfaces.interfaceDbApp import getInterface as _getAppInterface
                     from modules.security.rootAccess import getRootUser
                     _userId = context.get("userId")
                     _mandateId = context.get("mandateId")
                     _instanceId = context.get("instanceId")
-                    _mgmt = _getMgmtInterface(getRootUser(), mandateId=_mandateId, featureInstanceId=_instanceId)
+                    _owner = None
+                    if _userId:
+                        try:
+                            _umap = _getAppInterface(getRootUser()).getUsersByIds([str(_userId)])
+                            _owner = _umap.get(str(_userId))
+                        except Exception as _ue:
+                            logger.warning("Could not resolve workflow user for file persistence: %s", _ue)
+                    if _owner is None:
+                        _owner = getRootUser()
+                        logger.debug(
+                            "Persisting workflow document as root user (no resolved owner userId=%r)",
+                            _userId,
+                        )
+                    _mgmt = _getMgmtInterface(_owner, mandateId=_mandateId, featureInstanceId=_instanceId)
                     _docName = dumped.get("documentName") or f"workflow-result-{nodeId}.bin"
                     _mimeType = dumped.get("mimeType") or "application/octet-stream"
-                    _fileItem = _mgmt.createFile(_docName, _mimeType, rawData)
-                    _mgmt.createFileData(_fileItem.id, rawData)
+                    _fileItem = _mgmt.createFile(_docName, _mimeType, rawBytes)
+                    _mgmt.createFileData(_fileItem.id, rawBytes)
                     dumped["fileId"] = _fileItem.id
                     dumped["id"] = _fileItem.id
                     dumped["fileName"] = _fileItem.fileName
@@ -345,6 +463,20 @@ class ActionNodeExecutor:
                 dumped["_hasBinaryData"] = True
             docsList.append(dumped)
 
+        # Clean DocumentList shape for document nodes (match file.create: documents + count, no AiResult fields)
+        if outputSchema == "DocumentList" and nodeType in ("ai.generateDocument", "ai.convertDocument"):
+            if not result.success:
+                return _normalizeError(
+                    RuntimeError(str(result.error or "document action failed")),
+                    outputSchema,
+                )
+            list_out: Dict[str, Any] = {
+                "documents": docsList,
+                "count": len(docsList),
+            }
+            _attachConnectionProvenance(list_out, resolvedParams, outputSchema, chatService, self.services)
+            return normalizeToSchema(list_out, outputSchema)
+
         extractedContext = ""
         if result.documents:
             doc = result.documents[0]
@@ -377,7 +509,11 @@ class ActionNodeExecutor:
         if nodeType.startswith("ai."):
             out["prompt"] = promptText
             out["response"] = extractedContext
-            out["context"] = f"{promptText}\n\n{extractedContext}" if promptText and extractedContext else (extractedContext or promptText)
+            inputContext = resolvedParams.get("context")
+            if inputContext is not None:
+                out["context"] = inputContext if isinstance(inputContext, str) else json.dumps(inputContext, ensure_ascii=False, default=str)
+            else:
+                out["context"] = ""
             # Structured output
             if extractedContext:
                 try:

modules/workflows/automation2/executors/ioExecutor.py

@@ -45,10 +45,12 @@ class IOExecutor:
         if 0 in inputSources:
             srcId, _ = inputSources[0]
             inp = nodeOutputs.get(srcId)
-            from modules.workflows.automation2.executors.actionNodeExecutor import _getDocumentsFromUpstream
-            docs = _getDocumentsFromUpstream(inp) if isinstance(inp, dict) else []
+            from modules.workflows.automation2.executors.actionNodeExecutor import _extract_wired_document_list
+
+            wired = _extract_wired_document_list(inp)
+            docs = (wired or {}).get("documents") if isinstance(wired, dict) else None
             if docs:
-                resolvedParams.setdefault("documentList", docs)
+                resolvedParams.setdefault("documentList", wired)
             elif inp is not None:
                 resolvedParams.setdefault("input", inp)
 

modules/workflows/automation2/graphUtils.py

@@ -7,6 +7,50 @@ from typing import Dict, List, Any, Tuple, Set, Optional
 logger = logging.getLogger(__name__)
 
 
+def _ai_result_text_from_documents(d: Dict[str, Any]) -> Optional[str]:
+    """Extract plain-text body from AiResult-style ``documents[0].documentData``."""
+    docs = d.get("documents")
+    if not isinstance(docs, list) or not docs:
+        return None
+    d0 = docs[0]
+    raw: Any = None
+    if isinstance(d0, dict):
+        raw = d0.get("documentData")
+    elif d0 is not None:
+        raw = getattr(d0, "documentData", None)
+    if raw is None:
+        return None
+    if isinstance(raw, bytes):
+        try:
+            t = raw.decode("utf-8").strip()
+            return t or None
+        except (UnicodeDecodeError, ValueError):
+            return None
+    if isinstance(raw, str):
+        s = raw.strip()
+        return s or None
+    return None
+
+
+def _ref_coalesce_empty_ai_result_text(data: Any, path: List[Any], resolved: Any) -> Any:
+    """If a ref targets AiResult text fields but resolves empty/missing, fall back to documents.
+
+    Needed when: optional ``responseData`` is absent (no synthetic ``{}``), ``response`` is
+    still empty but ``documents`` hold the model output, or legacy graphs bind responseData only.
+    """
+    if resolved not in (None, ""):
+        return resolved
+    if not isinstance(data, dict) or not path:
+        return resolved
+    head = path[0]
+    if head not in ("response", "responseData", "context"):
+        return resolved
+    if head == "context" and len(path) != 1:
+        return resolved
+    fb = _ai_result_text_from_documents(data)
+    return fb if fb is not None else resolved
+
+
 def parseGraph(graph: Dict[str, Any]) -> Tuple[List[Dict], List[Dict], Set[str]]:
     """
     Parse graph into nodes, connections, and node IDs.
@@ -356,14 +400,15 @@ def resolveParameterReferences(value: Any, nodeOutputs: Dict[str, Any]) -> Any:
                     data = data.get("data", data)
                 plist = list(path)
                 resolved = _get_by_path(data, plist)
-                if (
-                    resolved is None
-                    and isinstance(data, dict)
-                    and plist
-                    and plist[0] == "payload"
-                    and len(plist) > 1
-                ):
+                if resolved is None and isinstance(data, dict) and plist:
+                    if plist[0] == "payload" and len(plist) > 1:
+                        # Strip explicit "payload" prefix (legacy DataPicker paths)
                         resolved = _get_by_path(data, plist[1:])
+                    elif "payload" in data and isinstance(data["payload"], dict):
+                        # Form nodes store fields under {"payload": {fieldName: …}}.
+                        # DataPicker emits bare field paths like ["url"]; try under payload.
+                        resolved = _get_by_path(data["payload"], plist)
+                resolved = _ref_coalesce_empty_ai_result_text(data, plist, resolved)
                 return resolveParameterReferences(resolved, nodeOutputs)
             return value
         if value.get("type") == "value":
@@ -386,17 +431,34 @@ def resolveParameterReferences(value: Any, nodeOutputs: Dict[str, Any]) -> Any:
             if len(parts) < 2:
                 return json.dumps(data) if isinstance(data, (dict, list)) else str(data)
             rest = ".".join(parts[1:])
-            if data is None:
-                return m.group(0)
-            for k in rest.split("."):
-                if isinstance(data, dict) and k in data:
-                    data = data[k]
-                elif isinstance(data, (list, tuple)) and k.isdigit():
-                    data = data[int(k)]
+
+            def _walk(root, keys):
+                cur = root
+                for k in keys:
+                    if isinstance(cur, dict) and k in cur:
+                        cur = cur[k]
+                    elif isinstance(cur, (list, tuple)) and k.isdigit():
+                        cur = cur[int(k)]
                     else:
+                        return None
+                return cur
+
+            keys = rest.split(".")
+            result = _walk(data, keys)
+            # Form nodes store fields under {"payload": {field: …}}.
+            # Fall back to looking under "payload" when the direct path misses.
+            if result is None and isinstance(data, dict) and "payload" in data:
+                result = _walk(data["payload"], keys)
+            if result is None:
                 return m.group(0)
-            return str(data) if data is not None else m.group(0)
+            return str(result) if not isinstance(result, (dict, list)) else json.dumps(result, ensure_ascii=False)
         return re.sub(r"\{\{\s*([^}]+)\s*\}\}", repl, value)
     if isinstance(value, list):
+        # contextBuilder: list where every item is a `{"type":"ref",...}` envelope.
+        # Resolve each ref and join the serialised parts into a single prompt string.
+        if value and all(isinstance(v, dict) and v.get("type") == "ref" for v in value):
+            from modules.workflows.methods.methodAi._common import serialize_context
+            parts = [serialize_context(resolveParameterReferences(v, nodeOutputs)) for v in value]
+            return "\n\n".join(p for p in parts if p)
         return [resolveParameterReferences(v, nodeOutputs) for v in value]
     return value

modules/workflows/methods/methodAi/_common.py

@@ -3,6 +3,30 @@
 
 """Shared helpers for AI workflow actions."""
 
+import json
+from typing import Any
+
+
+def serialize_context(val: Any) -> str:
+    """Convert any context value to a readable string for use in AI prompts.
+
+    - None / empty string → ""
+    - empty dict (no keys) → ""  (avoids literal "{}" in file.create / prompts)
+    - str → as-is
+    - dict / list → pretty-printed JSON
+    - anything else → str()
+    """
+    if val is None or val == "" or val == []:
+        return ""
+    if isinstance(val, dict) and len(val) == 0:
+        return ""
+    if isinstance(val, str):
+        return val.strip()
+    try:
+        return json.dumps(val, ensure_ascii=False, indent=2)
+    except Exception:
+        return str(val)
+
 
 def applyCommonAiParams(parameters: dict, request) -> None:
     """Apply common AI parameters (requireNeutralization, allowedModels) from node to request."""

modules/workflows/methods/methodAi/actions/generateCode.py

@@ -14,11 +14,13 @@ from modules.serviceCenter.services.serviceBilling.mainServiceBilling import Bil
 logger = logging.getLogger(__name__)
 
 async def generateCode(self, parameters: Dict[str, Any]) -> ActionResult:
-    prompt = parameters.get("prompt")
-    if not prompt:
+    from modules.workflows.methods.methodAi._common import serialize_context
+    base_prompt = (parameters.get("prompt") or "").strip()
+    context_val = serialize_context(parameters.get("context"))
+    prompt = f"Kontext:\n{context_val}\n\n{base_prompt}" if context_val else base_prompt
+    if not prompt.strip():
         return ActionResult.isFailure(error="prompt is required")
     
-    documentList = parameters.get("documentList", [])
     # Optional: if omitted, formats determined from prompt by AI
     resultType = parameters.get("resultType")
     
@@ -31,19 +33,15 @@ async def generateCode(self, parameters: Dict[str, Any]) -> ActionResult:
     parentOperationId = parameters.get('parentOperationId')
     
     try:
-        # Convert documentList to DocumentReferenceList if needed
-        docRefList = None
-        if documentList:
-            from modules.datamodels.datamodelDocref import DocumentReferenceList
+        from modules.datamodels.datamodelDocref import coerceDocumentReferenceList
 
-            if isinstance(documentList, DocumentReferenceList):
-                docRefList = documentList
-            elif isinstance(documentList, str):
-                docRefList = DocumentReferenceList.from_string_list([documentList])
-            elif isinstance(documentList, list):
-                docRefList = DocumentReferenceList.from_string_list(documentList)
+        raw_dl = parameters.get("documentList")
+        if raw_dl is None or raw_dl == "":
+            docRefList = None
         else:
-                docRefList = DocumentReferenceList(references=[])
+            docRefList = coerceDocumentReferenceList(raw_dl)
+            if not docRefList.references:
+                docRefList = None
         
         # Prepare title
         title = "Generated Code"

modules/workflows/methods/methodAi/actions/generateDocument.py

@@ -14,14 +14,18 @@ from modules.serviceCenter.services.serviceBilling.mainServiceBilling import Bil
 logger = logging.getLogger(__name__)
 
 async def generateDocument(self, parameters: Dict[str, Any]) -> ActionResult:
-    prompt = parameters.get("prompt")
-    if not prompt:
+    from modules.workflows.methods.methodAi._common import serialize_context
+    base_prompt = (parameters.get("prompt") or "").strip()
+    context_val = serialize_context(parameters.get("context"))
+    prompt = f"Kontext:\n{context_val}\n\n{base_prompt}" if context_val else base_prompt
+    if not prompt.strip():
         return ActionResult.isFailure(error="prompt is required")
     
-    documentList = parameters.get("documentList", [])
     documentType = parameters.get("documentType")
-    # Optional: if omitted, formats determined from prompt by AI
-    resultType = parameters.get("resultType")
+    # Prefer explicit outputFormat (flow UI); resultType remains for legacy / API callers.
+    resultType = parameters.get("outputFormat") or parameters.get("resultType")
+    if isinstance(resultType, str):
+        resultType = resultType.strip().lstrip(".").lower() or None
     
     if not resultType:
         logger.debug("resultType not provided - formats will be determined from prompt by AI")
@@ -32,22 +36,23 @@ async def generateDocument(self, parameters: Dict[str, Any]) -> ActionResult:
     parentOperationId = parameters.get('parentOperationId')
     
     try:
-        # Convert documentList to DocumentReferenceList if needed
+        # Convert documentList to DocumentReferenceList (handles dict {"documents": [...]}, list of ids, str, etc.)
+        from modules.datamodels.datamodelDocref import coerceDocumentReferenceList
+
+        raw_dl = parameters.get("documentList")
+        if raw_dl is None or raw_dl == "":
             docRefList = None
-        if documentList:
-            from modules.datamodels.datamodelDocref import DocumentReferenceList
-            
-            if isinstance(documentList, DocumentReferenceList):
-                docRefList = documentList
-            elif isinstance(documentList, str):
-                docRefList = DocumentReferenceList.from_string_list([documentList])
-            elif isinstance(documentList, list):
-                docRefList = DocumentReferenceList.from_string_list(documentList)
         else:
-                docRefList = DocumentReferenceList(references=[])
+            docRefList = coerceDocumentReferenceList(raw_dl)
+            if not docRefList.references:
+                docRefList = None
         
-        # Prepare title
-        title = parameters.get("documentType") or "Generated Document"
+        title_raw = parameters.get("title")
+        title = (title_raw.strip() if isinstance(title_raw, str) else "") or None
+        if not title and isinstance(documentType, str) and documentType.strip():
+            title = documentType.strip()
+        if not title:
+            title = "Generated Document"
         
         # Call AI service for document generation
         # callAiContent handles documentList internally via Phases 5A-5E
@@ -95,6 +100,8 @@ async def generateDocument(self, parameters: Dict[str, Any]) -> ActionResult:
                         "actionType": "ai.generateDocument",
                         "documentType": documentType,
                         "resultType": resultType,
+                        "outputFormat": resultType,
+                        "title": title,
                     }
                 ))
         
@@ -116,14 +123,15 @@ async def generateDocument(self, parameters: Dict[str, Any]) -> ActionResult:
                         docName = sanitized
             
             # Determine mime type
+            rt = resultTypeFallback
             mimeType = "text/plain"
-            if resultType == "html":
+            if rt == "html":
                 mimeType = "text/html"
-            elif resultType == "json":
+            elif rt == "json":
                 mimeType = "application/json"
-            elif resultType == "pdf":
+            elif rt == "pdf":
                 mimeType = "application/pdf"
-            elif resultType == "md":
+            elif rt == "md":
                 mimeType = "text/markdown"
             
             documents.append(ActionDocument(
@@ -134,6 +142,8 @@ async def generateDocument(self, parameters: Dict[str, Any]) -> ActionResult:
                     "actionType": "ai.generateDocument",
                     "documentType": documentType,
                     "resultType": resultType,
+                    "outputFormat": resultType,
+                    "title": title,
                 }
             ))
         

modules/workflows/methods/methodAi/actions/process.py

@@ -75,8 +75,10 @@ def _action_docs_to_content_parts(services, docs: List[Any]) -> List[ContentPart
 
 def _resolve_file_refs_to_content_parts(services, fileIdRefs) -> List[ContentPart]:
     """Fetch files by ID from the file store and extract content.
-    Used for automation2 workflows where documents are file-store references,
-    not chat message attachments."""
+    Used ONLY for automation2 workflows where documents are file-store
+    references, not chat message attachments.  In the agent/chat context,
+    ``DocumentItemReference`` holds ChatDocument IDs that must be resolved
+    via ``getChatDocumentsFromDocumentList`` instead."""
     from modules.datamodels.datamodelExtraction import ExtractionOptions, MergeStrategy
 
     mgmt = getattr(services, 'interfaceDbComponent', None)
@@ -171,11 +173,19 @@ async def process(self, parameters: Dict[str, Any]) -> ActionResult:
                 f"to DocumentReferenceList with {len(documentList.references)} references"
             )
 
-            # Resolve DocumentItemReferences (file-ID refs from automation2) directly
-            # from the file store. These cannot be resolved via chat messages.
+            # DocumentItemReferences carry either file-store IDs (automation2)
+            # or ChatDocument IDs (agent context with docItem: refs).
+            # Route based on context: if a chat workflow with messages exists,
+            # let getChatDocumentsFromDocumentList handle them (it resolves
+            # docItem:uuid via workflow.messages).  Otherwise fall through to
+            # the file-store path for automation2.
             from modules.datamodels.datamodelDocref import DocumentItemReference
             fileIdRefs = [r for r in documentList.references if isinstance(r, DocumentItemReference)]
             if fileIdRefs:
+                chatService = getattr(self.services, 'chat', None)
+                workflow = getattr(chatService, '_workflow', None) if chatService else None
+                hasChatContext = workflow and getattr(workflow, 'messages', None)
+                if not hasChatContext:
                     extractedParts = _resolve_file_refs_to_content_parts(self.services, fileIdRefs)
                     if extractedParts:
                         inline_content_parts = (inline_content_parts or []) + extractedParts
@@ -210,17 +220,12 @@ async def process(self, parameters: Dict[str, Any]) -> ActionResult:
         mimeMap = {"txt": "text/plain", "json": "application/json", "html": "text/html", "md": "text/markdown", "csv": "text/csv", "xml": "application/xml"}
         output_mime_type = mimeMap.get(normalized_result_type, "text/plain") if normalized_result_type else "text/plain"
 
-        # Normalize context: workflow refs may resolve to dict/list instead of str
-        paramContext = parameters.get("context")
-        if paramContext is not None and not isinstance(paramContext, str):
-            try:
-                paramContext = json.dumps(paramContext, ensure_ascii=False, default=str)
-                parameters["context"] = paramContext
-                logger.info(f"ai.process: Serialized non-string context ({type(parameters.get('context')).__name__}) to JSON ({len(paramContext)} chars)")
-            except Exception as e:
-                logger.warning(f"ai.process: Failed to serialize context: {e}")
-                paramContext = str(paramContext)
+        # Normalize context: serialize any non-string value (dict/list/int/…) to text
+        from modules.workflows.methods.methodAi._common import serialize_context
+        paramContext = serialize_context(parameters.get("context"))
         parameters["context"] = paramContext
+        if paramContext:
+            logger.info(f"ai.process: context serialized ({len(paramContext)} chars)")
 
         # Phase 7.3: Pass documentList and/or contentParts to AI service
         contentParts: Optional[List[ContentPart]] = inline_content_parts
@@ -247,7 +252,7 @@ async def process(self, parameters: Dict[str, Any]) -> ActionResult:
             self.services.chat.progressLogUpdate(operationId, 0.6, "Calling AI (simple mode)")
             
             context_parts = []
-            paramContext = parameters.get("context")
+            paramContext = parameters.get("context")  # already serialized above
             if paramContext and isinstance(paramContext, str) and paramContext.strip():
                 context_parts.append(paramContext.strip())
             if documentList and len(documentList.references) > 0:

modules/workflows/methods/methodAi/actions/webResearch.py

@@ -13,10 +13,42 @@ from modules.serviceCenter.services.serviceBilling.mainServiceBilling import Bil
 
 logger = logging.getLogger(__name__)
 
+def _build_research_prompt(parameters: Dict[str, Any]) -> str:
+    """Assemble the final research prompt from prompt + optional context/documentList."""
+    from modules.workflows.methods.methodAi._common import serialize_context
+    base_prompt = (parameters.get("prompt") or "").strip()
+    context_val = serialize_context(parameters.get("context"))
+    doc_list = parameters.get("documentList")
+
+    parts: list[str] = []
+
+    if context_val:
+        parts.append(f"Kontext:\n{context_val}")
+
+    # Extract text from documentList items if provided
+    if doc_list:
+        docs: list = []
+        if isinstance(doc_list, dict):
+            docs = doc_list.get("documents", []) or doc_list.get("items", [])
+        elif isinstance(doc_list, list):
+            docs = doc_list
+        doc_texts = []
+        for d in docs:
+            if isinstance(d, dict):
+                text = d.get("documentData") or d.get("text") or d.get("content") or ""
+                if text and isinstance(text, str):
+                    doc_texts.append(text.strip())
+        if doc_texts:
+            parts.append("Dokumente:\n" + "\n---\n".join(doc_texts))
+
+    parts.append(base_prompt)
+    return "\n\n".join(p for p in parts if p)
+
+
 async def webResearch(self, parameters: Dict[str, Any]) -> ActionResult:
     operationId = None
     try:
-        prompt = parameters.get("prompt")
+        prompt = _build_research_prompt(parameters)
         if not prompt:
             return ActionResult.isFailure(error="Research prompt is required")
 

modules/workflows/methods/methodAi/methodAi.py

@@ -289,6 +289,30 @@ class MethodAi(MethodBase):
                         required=True,
                         description="Description of the document to generate"
                     ),
+                    "outputFormat": WorkflowActionParameter(
+                        name="outputFormat",
+                        type="str",
+                        frontendType=FrontendType.SELECT,
+                        frontendOptions=["docx", "pdf", "txt", "html", "md"],
+                        required=False,
+                        default="docx",
+                        description="Rendered output format (same choices as file.create). If omitted alongside resultType, the model may infer format from the prompt."
+                    ),
+                    "title": WorkflowActionParameter(
+                        name="title",
+                        type="str",
+                        frontendType=FrontendType.TEXT,
+                        required=False,
+                        description="Document title / metadata (optional); used as generation title and for file naming hints."
+                    ),
+                    "context": WorkflowActionParameter(
+                        name="context",
+                        type="Any",
+                        frontendType=FrontendType.TEXTAREA,
+                        required=False,
+                        default="",
+                        description="Additional structured or text context from upstream steps; serialized into the prompt."
+                    ),
                     "documentList": WorkflowActionParameter(
                         name="documentList",
                         type="DocumentList",
@@ -302,16 +326,15 @@ class MethodAi(MethodBase):
                         frontendType=FrontendType.SELECT,
                         frontendOptions=["letter", "memo", "proposal", "contract", "report", "email"],
                         required=False,
-                        description="Type of document"
+                        description="Type of document (content hint for the model); used as title fallback when title is empty."
                     ),
                     "resultType": WorkflowActionParameter(
                         name="resultType",
                         type="str",
                         frontendType=FrontendType.TEXT,
                         required=False,
-                        default="txt",
-                        description="Output format (e.g., txt, html, pdf, docx, md, json, csv, xlsx, pptx, png, jpg). Optional: if omitted, formats are determined from prompt by AI. Default \"txt\" is validation fallback only. With per-document format determination, AI can determine different formats for different documents based on prompt."
-                    )
+                        description="Legacy/API output format extension (e.g. txt, docx). Ignored when outputFormat is set."
+                    ),
                 },
                 execute=generateDocument.__get__(self, self.__class__)
             ),

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

@@ -31,8 +31,30 @@ async def list_tasks(self, parameters: Dict[str, Any]) -> ActionResult:
 
     page = int(parameters.get("page") or 0)
     include_closed = bool(parameters.get("includeClosed", False))
+
+    dateFilters = {}
+    for key in ("dateCreatedGt", "dateCreatedLt", "dateUpdatedGt", "dateUpdatedLt"):
+        val = parameters.get(key)
+        if val is not None and str(val).strip():
+            try:
+                dateFilters[key] = int(val)
+            except (ValueError, TypeError):
+                pass
+
+    rawCustomFields = parameters.get("customFields")
+    customFields = None
+    if rawCustomFields:
+        if isinstance(rawCustomFields, str):
+            try:
+                customFields = json.loads(rawCustomFields)
+            except json.JSONDecodeError:
+                return ActionResult.isFailure(error="customFields must be valid JSON array")
+        elif isinstance(rawCustomFields, list):
+            customFields = rawCustomFields
+
     data = await self.services.clickup.getTasksInList(
-        list_id, page=page, include_closed=include_closed, subtasks=True
+        list_id, page=page, include_closed=include_closed, subtasks=True,
+        **dateFilters, customFields=customFields,
     )
     if isinstance(data, dict) and data.get("error"):
         return ActionResult.isFailure(error=str(data.get("error")) + (data.get("body") or ""))

modules/workflows/methods/methodClickup/methodClickup.py

@@ -66,6 +66,41 @@ class MethodClickup(MethodBase):
                         default=False,
                         description="Include closed tasks",
                     ),
+                    "dateCreatedGt": WorkflowActionParameter(
+                        name="dateCreatedGt",
+                        type="int",
+                        frontendType=FrontendType.NUMBER,
+                        required=False,
+                        description="Filter: created after this Unix ms timestamp",
+                    ),
+                    "dateCreatedLt": WorkflowActionParameter(
+                        name="dateCreatedLt",
+                        type="int",
+                        frontendType=FrontendType.NUMBER,
+                        required=False,
+                        description="Filter: created before this Unix ms timestamp",
+                    ),
+                    "dateUpdatedGt": WorkflowActionParameter(
+                        name="dateUpdatedGt",
+                        type="int",
+                        frontendType=FrontendType.NUMBER,
+                        required=False,
+                        description="Filter: updated after this Unix ms timestamp",
+                    ),
+                    "dateUpdatedLt": WorkflowActionParameter(
+                        name="dateUpdatedLt",
+                        type="int",
+                        frontendType=FrontendType.NUMBER,
+                        required=False,
+                        description="Filter: updated before this Unix ms timestamp",
+                    ),
+                    "customFields": WorkflowActionParameter(
+                        name="customFields",
+                        type="str",
+                        frontendType=FrontendType.TEXTAREA,
+                        required=False,
+                        description='JSON array of custom field filters per ClickUp API, e.g. [{"field_id":"abc","operator":"=","value":"123"}]',
+                    ),
                 },
                 execute=list_tasks.__get__(self, self.__class__),
             ),

modules/workflows/methods/methodFile/actions/create.py

@@ -35,6 +35,12 @@ def _persistDocumentsToUserFiles(
             return
     if not mgmt:
         return
+    logger.info(
+        "file.create persist: mgmt=%s id(mgmt)=%s has_createFileData=%s",
+        type(mgmt).__name__,
+        id(mgmt),
+        hasattr(mgmt, "createFileData"),
+    )
     for doc in action_documents:
         try:
             doc_data = doc.documentData if hasattr(doc, "documentData") else doc.get("documentData")
@@ -54,8 +60,15 @@ def _persistDocumentsToUserFiles(
                 or doc.get("mimeType")
                 or "application/octet-stream"
             )
+            logger.info(
+                "file.create persist: calling createFile name=%s bytes=%s",
+                doc_name,
+                len(content),
+            )
             file_item = mgmt.createFile(doc_name, mime, content)
-            mgmt.createFileData(file_item.id, content)
+            logger.info("file.create persist: createFile returned id=%s", file_item.id)
+            ok = mgmt.createFileData(file_item.id, content)
+            logger.info("file.create persist: createFileData returned %s for id=%s", ok, file_item.id)
             meta = getattr(doc, "validationMetadata", None) or doc.get("validationMetadata") or {}
             if isinstance(meta, dict):
                 meta["fileId"] = file_item.id
@@ -74,12 +87,15 @@ async def create(self, parameters: Dict[str, Any]) -> ActionResult:
     Create a file from context (text/markdown from upstream AI node).
     Uses GenerationService.renderReport to produce docx, pdf, txt, md, html, xlsx, etc.
     """
-    context = parameters.get("context", "") or parameters.get("text", "") or ""
-    if not isinstance(context, str):
-        context = str(context) if context else ""
-    context = context.strip()
+    from modules.workflows.methods.methodAi._common import serialize_context
+    raw_context = parameters.get("context", "") or parameters.get("text", "") or ""
+    context = serialize_context(raw_context)
 
     if not context:
+        logger.warning(
+            "file.create: context empty after resolve — check DataRefs (e.g. Antworttext / "
+            "documents[0].documentData from the AI step)."
+        )
         return ActionResult.isFailure(error="context is required (connect an AI node or provide text)")
 
     outputFormat = (parameters.get("outputFormat") or "docx").strip().lower().lstrip(".")

modules/workflows/methods/methodOutlook/actions/composeAndDraftEmailWithContext.py

@@ -14,7 +14,8 @@ async def composeAndDraftEmailWithContext(self, parameters: Dict[str, Any]) -> A
     try:
         connectionReference = parameters.get("connectionReference")
         to = parameters.get("to") or []  # Optional for drafts - can save draft without recipients
-        context = parameters.get("context")
+        from modules.workflows.methods.methodAi._common import serialize_context
+        context = serialize_context(parameters.get("context")) or None
         documentList = parameters.get("documentList") or []
         replySourceDocuments = parameters.get("replySourceDocuments") or []  # Original email(s) for reply attachment
         # ``attachments`` (added in 2026-04 for the PWG pilot) is a list of

scripts/stage0_filefolder_schema_check.py

@@ -0,0 +1,58 @@
+"""Stage 0: verify FileFolder table + FileItem.folderId column in management DB.
+
+Run from the gateway directory (same as uvicorn):
+  python -m scripts.stage0_filefolder_schema_check
+"""
+from modules.connectors.connectorDbPostgre import getCachedConnector
+from modules.shared.configuration import APP_CONFIG
+
+managementDatabase = "poweron_management"
+
+dbHost = APP_CONFIG.get("DB_HOST", "_no_config_default_data")
+dbUser = APP_CONFIG.get("DB_USER")
+dbPassword = APP_CONFIG.get("DB_PASSWORD_SECRET")
+dbPort = int(APP_CONFIG.get("DB_PORT", 5432))
+
+c = getCachedConnector(
+    dbHost=dbHost,
+    dbDatabase=managementDatabase,
+    dbUser=dbUser,
+    dbPassword=dbPassword,
+    dbPort=dbPort,
+    userId=None,
+)
+if not c or not c.connection:
+    print("STAGE0: DB_CONNECTION=none (check config.ini / .env)")
+    raise SystemExit(2)
+
+cur = c.connection.cursor()
+
+
+def _scalar(cur):
+    row = cur.fetchone()
+    if row is None:
+        return None
+    if isinstance(row, dict):
+        return next(iter(row.values()))
+    return row[0]
+
+
+cur.execute(
+    """
+    SELECT EXISTS (
+        SELECT 1 FROM information_schema.tables
+        WHERE table_name = 'FileFolder'
+    ) AS ok
+    """
+)
+print("STAGE0: FileFolder_table=", _scalar(cur))
+cur.execute(
+    """
+    SELECT EXISTS (
+        SELECT 1 FROM information_schema.columns
+        WHERE table_name = 'FileItem' AND column_name = 'folderId'
+    ) AS ok
+    """
+)
+print("STAGE0: FileItem_folderId_column=", _scalar(cur))
+cur.close()

tests/unit/interfaces/test_folderRbac.py

@@ -0,0 +1,327 @@
+# Copyright (c) 2026 Patrick Motsch
+# All rights reserved.
+"""Unit tests for folder RBAC two-user matrix (ownership & scope visibility)."""
+
+import uuid
+import pytest
+from unittest.mock import Mock, patch, MagicMock
+from typing import Dict, Any, List, Optional
+
+from modules.datamodels.datamodelFiles import FileFolder, FileItem
+from modules.datamodels.datamodelUam import User, UserPermissions, AccessLevel
+from modules.interfaces.interfaceDbManagement import ComponentObjects, FileNotFoundError
+
+
+_MANDATE_ID = "mandate-test-1"
+_FEATURE_INSTANCE_ID = "fi-test-1"
+_USER_A = "user-a-id"
+_USER_B = "user-b-id"
+
+
+# ── Fakes & helpers ──────────────────────────────────────────────────────────
+
+class _FakeDb:
+    """In-memory database mock."""
+
+    def __init__(self):
+        self._tables: Dict[str, Dict[str, Dict[str, Any]]] = {}
+        self.connection = MagicMock()
+
+    def getRecordset(self, modelClass, recordFilter=None):
+        tableName = modelClass.__name__
+        records = list(self._tables.get(tableName, {}).values())
+        if not recordFilter:
+            return records
+        return [
+            r for r in records
+            if all(r.get(k) == v for k, v in recordFilter.items())
+        ]
+
+    def recordCreate(self, modelClass, data):
+        tableName = modelClass.__name__
+        self._tables.setdefault(tableName, {})
+        rec = data.model_dump() if hasattr(data, "model_dump") else dict(data)
+        rec.setdefault("id", str(uuid.uuid4()))
+        self._tables[tableName][rec["id"]] = rec
+        return rec
+
+    def recordModify(self, modelClass, recordId, updates):
+        tbl = self._tables.get(modelClass.__name__, {})
+        if recordId in tbl:
+            tbl[recordId].update(updates)
+            return True
+        return False
+
+    def recordDelete(self, modelClass, recordId):
+        tbl = self._tables.get(modelClass.__name__, {})
+        if recordId in tbl:
+            del tbl[recordId]
+            return True
+        return False
+
+    def updateContext(self, userId):
+        pass
+
+    def _ensure_connection(self):
+        pass
+
+    def _ensureTableExists(self, modelClass):
+        return True
+
+    def seed(self, modelClass, record: Dict[str, Any]):
+        tableName = modelClass.__name__
+        self._tables.setdefault(tableName, {})
+        self._tables[tableName][record["id"]] = dict(record)
+
+
+def _makeUser(userId, username="testuser"):
+    return User(id=userId, username=username, language="en")
+
+
+def _makeRbac(
+    createLevel=AccessLevel.ALL,
+    readLevel=AccessLevel.ALL,
+    updateLevel=AccessLevel.MY,
+    deleteLevel=AccessLevel.MY,
+):
+    """Default: regular user can read all, but write only own records."""
+    rbac = Mock()
+    perms = UserPermissions(
+        view=True,
+        read=readLevel,
+        create=createLevel,
+        update=updateLevel,
+        delete=deleteLevel,
+    )
+    rbac.getUserPermissions.return_value = perms
+    return rbac
+
+
+def _buildComponent(userId, fakeDb, rbac=None):
+    with patch.object(ComponentObjects, "__init__", lambda self: None):
+        comp = ComponentObjects()
+    comp.db = fakeDb
+    comp.currentUser = _makeUser(userId)
+    comp.userId = userId
+    comp.mandateId = _MANDATE_ID
+    comp.featureInstanceId = _FEATURE_INSTANCE_ID
+    comp.rbac = rbac or _makeRbac()
+    comp.userLanguage = "en"
+    return comp
+
+
+def _makeFolder(
+    folderId=None, name="Folder", parentId=None,
+    userId=_USER_A, scope="personal", neutralize=False,
+):
+    return {
+        "id": folderId or str(uuid.uuid4()),
+        "name": name,
+        "parentId": parentId,
+        "mandateId": _MANDATE_ID,
+        "featureInstanceId": _FEATURE_INSTANCE_ID,
+        "scope": scope,
+        "neutralize": neutralize,
+        "sysCreatedBy": userId,
+        "sysCreatedAt": 1700000000.0,
+        "sysModifiedAt": 1700000000.0,
+        "sysModifiedBy": None,
+    }
+
+
+def _makeFile(fileId=None, folderId=None, userId=_USER_A, scope="personal"):
+    return {
+        "id": fileId or str(uuid.uuid4()),
+        "fileName": "test.txt",
+        "mimeType": "text/plain",
+        "fileHash": "abc123",
+        "fileSize": 100,
+        "folderId": folderId,
+        "mandateId": _MANDATE_ID,
+        "featureInstanceId": _FEATURE_INSTANCE_ID,
+        "scope": scope,
+        "neutralize": False,
+        "sysCreatedBy": userId,
+        "sysCreatedAt": 1700000000.0,
+        "sysModifiedAt": 1700000000.0,
+        "sysModifiedBy": None,
+        "tags": None,
+        "description": None,
+        "status": None,
+    }
+
+
+def _scopeAwareMock(fakeDb):
+    """Side-effect for getRecordsetWithRBAC that simulates scope-based visibility.
+
+    Visibility rules:
+    - Owner (sysCreatedBy == currentUser.id) always sees the record
+    - scope='global' -> visible to everyone
+    - scope='mandate' -> visible when mandateId matches
+    - scope='featureInstance' -> visible when featureInstanceId matches
+    - scope='personal' -> owner only (already covered above)
+    """
+    def _fn(connector, modelClass, currentUser, recordFilter=None, **kwargs):
+        requestMandateId = kwargs.get("mandateId", _MANDATE_ID)
+        requestFiId = kwargs.get("featureInstanceId", _FEATURE_INSTANCE_ID)
+        allRecords = fakeDb.getRecordset(modelClass, recordFilter=recordFilter)
+        visible = []
+        for rec in allRecords:
+            if rec.get("sysCreatedBy") == currentUser.id:
+                visible.append(rec)
+                continue
+            scope = rec.get("scope", "personal")
+            if scope == "global":
+                visible.append(rec)
+            elif scope == "mandate" and rec.get("mandateId") == requestMandateId:
+                visible.append(rec)
+            elif scope == "featureInstance" and rec.get("featureInstanceId") == requestFiId:
+                visible.append(rec)
+        return visible
+    return _fn
+
+
+# ── Test class ───────────────────────────────────────────────────────────────
+
+@patch("modules.interfaces.interfaceDbManagement.getRecordsetWithRBAC")
+class TestFolderRbac:
+    """Two-user matrix: ownership, scope visibility, and write-access guards."""
+
+    # ── 1. Ownership visibility ───────────────────────────────────────────
+
+    def testUserAFolderInOwnTreeNotInUserBOwnTree(self, mockRbacGet):
+        """User A's personal folder appears in A's own tree, not in B's."""
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="fa-1", name="A-Folder", userId=_USER_A))
+        mockRbacGet.side_effect = _scopeAwareMock(fakeDb)
+
+        compA = _buildComponent(_USER_A, fakeDb)
+        ownA = compA.getOwnFolderTree()
+        assert any(f["id"] == "fa-1" for f in ownA)
+
+        compB = _buildComponent(_USER_B, fakeDb)
+        ownB = compB.getOwnFolderTree()
+        assert not any(f["id"] == "fa-1" for f in ownB)
+
+    # ── 2. Scope change -> shared visibility ──────────────────────────────
+
+    def testScopeChangeToMandateMakesVisibleToUserB(self, mockRbacGet):
+        """Changing scope from personal to mandate makes the folder appear
+        in User B's shared tree."""
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="fa-1", scope="personal", userId=_USER_A))
+        mockRbacGet.side_effect = _scopeAwareMock(fakeDb)
+
+        compB = _buildComponent(_USER_B, fakeDb)
+        sharedBefore = compB.getSharedFolderTree()
+        assert not any(f["id"] == "fa-1" for f in sharedBefore)
+
+        fakeDb.recordModify(FileFolder, "fa-1", {"scope": "mandate"})
+
+        sharedAfter = compB.getSharedFolderTree()
+        assert any(f["id"] == "fa-1" for f in sharedAfter)
+
+    # ── 3-7. Non-owner cannot mutate ──────────────────────────────────────
+
+    def testUserBCannotRenameFolderOfUserA(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="fa-1", scope="mandate", userId=_USER_A))
+        mockRbacGet.side_effect = _scopeAwareMock(fakeDb)
+
+        compB = _buildComponent(_USER_B, fakeDb)
+        with pytest.raises(PermissionError):
+            compB.renameFolder("fa-1", "Hijacked")
+
+    def testUserBCannotMoveFolderOfUserA(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="fa-1", scope="mandate", userId=_USER_A))
+        fakeDb.seed(FileFolder, _makeFolder(folderId="fb-1", scope="mandate", userId=_USER_B))
+        mockRbacGet.side_effect = _scopeAwareMock(fakeDb)
+
+        compB = _buildComponent(_USER_B, fakeDb)
+        with pytest.raises(PermissionError):
+            compB.moveFolder("fa-1", "fb-1")
+
+    def testUserBCannotDeleteFolderOfUserA(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="fa-1", scope="mandate", userId=_USER_A))
+        mockRbacGet.side_effect = _scopeAwareMock(fakeDb)
+
+        compB = _buildComponent(_USER_B, fakeDb)
+        with pytest.raises(PermissionError):
+            compB.deleteFolderCascade("fa-1")
+
+    def testUserBCannotPatchScopeOnFolderOfUserA(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="fa-1", scope="mandate", userId=_USER_A))
+        mockRbacGet.side_effect = _scopeAwareMock(fakeDb)
+
+        compB = _buildComponent(_USER_B, fakeDb)
+        with pytest.raises(PermissionError):
+            compB.patchFolderScope("fa-1", "personal")
+
+    def testUserBCannotPatchNeutralizeOnFolderOfUserA(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="fa-1", scope="mandate", userId=_USER_A))
+        mockRbacGet.side_effect = _scopeAwareMock(fakeDb)
+
+        compB = _buildComponent(_USER_B, fakeDb)
+        with pytest.raises(PermissionError):
+            compB.patchFolderNeutralize("fa-1", True)
+
+    # ── 8. contextOrphan ──────────────────────────────────────────────────
+
+    def testContextOrphanWhenParentFolderNotShared(self, mockRbacGet):
+        """User A's parent folder is personal, child folder is mandate.
+        User B sees only the child, flagged as contextOrphan."""
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(
+            folderId="parent-f", name="Private Parent", userId=_USER_A, scope="personal",
+        ))
+        fakeDb.seed(FileFolder, _makeFolder(
+            folderId="child-f", name="Shared Child", userId=_USER_A,
+            parentId="parent-f", scope="mandate",
+        ))
+        mockRbacGet.side_effect = _scopeAwareMock(fakeDb)
+
+        compB = _buildComponent(_USER_B, fakeDb)
+        shared = compB.getSharedFolderTree()
+
+        assert len(shared) == 1
+        assert shared[0]["id"] == "child-f"
+        assert shared[0]["contextOrphan"] is True
+
+    # ── 9. Shared folder children visible ─────────────────────────────────
+
+    def testSharedFolderMakesChildrenVisible(self, mockRbacGet):
+        """When User A shares a folder tree (scope=mandate), all child folders
+        become visible in User B's shared tree."""
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(
+            folderId="root-f", name="Root", userId=_USER_A, scope="mandate",
+        ))
+        fakeDb.seed(FileFolder, _makeFolder(
+            folderId="child1-f", name="Child 1", userId=_USER_A,
+            parentId="root-f", scope="mandate",
+        ))
+        fakeDb.seed(FileFolder, _makeFolder(
+            folderId="child2-f", name="Child 2", userId=_USER_A,
+            parentId="root-f", scope="mandate",
+        ))
+        fakeDb.seed(FileFolder, _makeFolder(
+            folderId="grandchild-f", name="Grandchild", userId=_USER_A,
+            parentId="child1-f", scope="mandate",
+        ))
+        mockRbacGet.side_effect = _scopeAwareMock(fakeDb)
+
+        compB = _buildComponent(_USER_B, fakeDb)
+        shared = compB.getSharedFolderTree()
+
+        sharedIds = {f["id"] for f in shared}
+        assert sharedIds == {"root-f", "child1-f", "child2-f", "grandchild-f"}
+
+        byId = {f["id"]: f for f in shared}
+        assert byId["root-f"]["contextOrphan"] is False
+        assert byId["child1-f"]["contextOrphan"] is False
+        assert byId["child2-f"]["contextOrphan"] is False
+        assert byId["grandchild-f"]["contextOrphan"] is False

tests/unit/routes/test_folder_crud.py

@@ -0,0 +1,392 @@
+# Copyright (c) 2026 Patrick Motsch
+# All rights reserved.
+"""Unit tests for folder CRUD operations in ComponentObjects."""
+
+import uuid
+import pytest
+from unittest.mock import Mock, patch, MagicMock
+from typing import Dict, Any, List, Optional
+
+from modules.datamodels.datamodelFiles import FileFolder, FileItem
+from modules.datamodels.datamodelUam import User, UserPermissions, AccessLevel
+from modules.interfaces.interfaceDbManagement import ComponentObjects, FileNotFoundError
+
+
+_MANDATE_ID = "mandate-test-1"
+_FEATURE_INSTANCE_ID = "fi-test-1"
+_USER_ID = "user-a-id"
+
+
+# ── Fakes & helpers ──────────────────────────────────────────────────────────
+
+class _FakeDb:
+    """In-memory database mock that mimics DatabaseConnector for unit tests."""
+
+    def __init__(self):
+        self._tables: Dict[str, Dict[str, Dict[str, Any]]] = {}
+        self.connection = MagicMock()
+
+    def getRecordset(self, modelClass, recordFilter=None):
+        tableName = modelClass.__name__
+        records = list(self._tables.get(tableName, {}).values())
+        if not recordFilter:
+            return records
+        return [
+            r for r in records
+            if all(r.get(k) == v for k, v in recordFilter.items())
+        ]
+
+    def recordCreate(self, modelClass, data):
+        tableName = modelClass.__name__
+        self._tables.setdefault(tableName, {})
+        rec = data.model_dump() if hasattr(data, "model_dump") else dict(data)
+        rec.setdefault("id", str(uuid.uuid4()))
+        self._tables[tableName][rec["id"]] = rec
+        return rec
+
+    def recordModify(self, modelClass, recordId, updates):
+        tableName = modelClass.__name__
+        tbl = self._tables.get(tableName, {})
+        if recordId in tbl:
+            tbl[recordId].update(updates)
+            return True
+        return False
+
+    def recordDelete(self, modelClass, recordId):
+        tableName = modelClass.__name__
+        tbl = self._tables.get(tableName, {})
+        if recordId in tbl:
+            del tbl[recordId]
+            return True
+        return False
+
+    def updateContext(self, userId):
+        pass
+
+    def _ensure_connection(self):
+        pass
+
+    def _ensureTableExists(self, modelClass):
+        return True
+
+    def seed(self, modelClass, record: Dict[str, Any]):
+        tableName = modelClass.__name__
+        self._tables.setdefault(tableName, {})
+        self._tables[tableName][record["id"]] = dict(record)
+
+
+def _makeUser(userId=_USER_ID, username="testuser"):
+    return User(id=userId, username=username, language="en")
+
+
+def _makeRbac(
+    createLevel=AccessLevel.ALL,
+    readLevel=AccessLevel.ALL,
+    updateLevel=AccessLevel.ALL,
+    deleteLevel=AccessLevel.ALL,
+):
+    rbac = Mock()
+    perms = UserPermissions(
+        view=True,
+        read=readLevel,
+        create=createLevel,
+        update=updateLevel,
+        delete=deleteLevel,
+    )
+    rbac.getUserPermissions.return_value = perms
+    return rbac
+
+
+def _buildComponent(
+    userId=_USER_ID,
+    fakeDb=None,
+    rbac=None,
+    mandateId=_MANDATE_ID,
+    featureInstanceId=_FEATURE_INSTANCE_ID,
+):
+    """Construct a ComponentObjects with mocked internals (no real DB)."""
+    with patch.object(ComponentObjects, "__init__", lambda self: None):
+        comp = ComponentObjects()
+    comp.db = fakeDb or _FakeDb()
+    comp.currentUser = _makeUser(userId)
+    comp.userId = userId
+    comp.mandateId = mandateId
+    comp.featureInstanceId = featureInstanceId
+    comp.rbac = rbac or _makeRbac()
+    comp.userLanguage = "en"
+    return comp
+
+
+def _rbacFromFakeDb(fakeDb):
+    """Side-effect for getRecordsetWithRBAC that delegates to _FakeDb."""
+    def _fn(connector, modelClass, currentUser, recordFilter=None, **kwargs):
+        return fakeDb.getRecordset(modelClass, recordFilter=recordFilter)
+    return _fn
+
+
+def _makeFolder(
+    folderId=None, name="Folder", parentId=None,
+    userId=_USER_ID, scope="personal", neutralize=False,
+):
+    return {
+        "id": folderId or str(uuid.uuid4()),
+        "name": name,
+        "parentId": parentId,
+        "mandateId": _MANDATE_ID,
+        "featureInstanceId": _FEATURE_INSTANCE_ID,
+        "scope": scope,
+        "neutralize": neutralize,
+        "sysCreatedBy": userId,
+        "sysCreatedAt": 1700000000.0,
+        "sysModifiedAt": 1700000000.0,
+        "sysModifiedBy": None,
+    }
+
+
+def _makeFile(fileId=None, folderId=None, userId=_USER_ID, scope="personal"):
+    return {
+        "id": fileId or str(uuid.uuid4()),
+        "fileName": "test.txt",
+        "mimeType": "text/plain",
+        "fileHash": "abc123",
+        "fileSize": 100,
+        "folderId": folderId,
+        "mandateId": _MANDATE_ID,
+        "featureInstanceId": _FEATURE_INSTANCE_ID,
+        "scope": scope,
+        "neutralize": False,
+        "sysCreatedBy": userId,
+        "sysCreatedAt": 1700000000.0,
+        "sysModifiedAt": 1700000000.0,
+        "sysModifiedBy": None,
+        "tags": None,
+        "description": None,
+        "status": None,
+    }
+
+
+# ── Test class ───────────────────────────────────────────────────────────────
+
+@patch("modules.interfaces.interfaceDbManagement.getRecordsetWithRBAC")
+class TestFolderCrud:
+    """Tests for folder create / rename / move / delete / patch operations."""
+
+    # ── Create ────────────────────────────────────────────────────────────
+
+    def testCreateFolderHappyPath(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.createFolder("Test Folder")
+
+        assert result["name"] == "Test Folder"
+        assert result["scope"] == "personal"
+        assert result["parentId"] is None
+        assert result["mandateId"] == _MANDATE_ID
+
+    def testCreateFolderWithParent(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="parent-1", name="Parent"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.createFolder("Child Folder", parentId="parent-1")
+
+        assert result["name"] == "Child Folder"
+        assert result["parentId"] == "parent-1"
+
+    def testCreateFolderMissingNameNoInterfaceValidation(self, mockRbacGet):
+        """Interface does not validate empty name; the route layer returns 400."""
+        fakeDb = _FakeDb()
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.createFolder("")
+        assert result["name"] == ""
+
+    # ── Rename ────────────────────────────────────────────────────────────
+
+    def testRenameFolderHappyPath(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="f-1", name="Old Name"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.renameFolder("f-1", "New Name")
+
+        assert result["name"] == "New Name"
+        assert fakeDb.getRecordset(FileFolder, {"id": "f-1"})[0]["name"] == "New Name"
+
+    def testRenameFolderNotFound(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        with pytest.raises(FileNotFoundError):
+            comp.renameFolder("nonexistent", "New Name")
+
+    # ── Move ──────────────────────────────────────────────────────────────
+
+    def testMoveFolderHappyPath(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="f-1", name="Movable"))
+        fakeDb.seed(FileFolder, _makeFolder(folderId="t-1", name="Target"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.moveFolder("f-1", "t-1")
+
+        assert result["parentId"] == "t-1"
+        assert fakeDb.getRecordset(FileFolder, {"id": "f-1"})[0]["parentId"] == "t-1"
+
+    def testMoveFolderToRoot(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="f-1", name="Nested", parentId="old"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.moveFolder("f-1", None)
+
+        assert result["parentId"] is None
+
+    def testMoveFolderCircularReference(self, mockRbacGet):
+        """A -> B -> C: moving A under C creates a cycle."""
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="a", name="A", parentId=None))
+        fakeDb.seed(FileFolder, _makeFolder(folderId="b", name="B", parentId="a"))
+        fakeDb.seed(FileFolder, _makeFolder(folderId="c", name="C", parentId="b"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        with pytest.raises(ValueError, match="circular reference"):
+            comp.moveFolder("a", "c")
+
+    # ── Delete cascade ────────────────────────────────────────────────────
+
+    def testDeleteFolderCascade(self, mockRbacGet):
+        """Deleting root folder removes root + child + their files."""
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="root", name="Root"))
+        fakeDb.seed(FileFolder, _makeFolder(folderId="child", name="Child", parentId="root"))
+        fakeDb.seed(FileItem, _makeFile(fileId="file-1", folderId="root"))
+        fakeDb.seed(FileItem, _makeFile(fileId="file-2", folderId="child"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.deleteFolderCascade("root")
+
+        assert result["deletedFolders"] == 2
+        assert result["deletedFiles"] == 2
+
+    def testDeleteFolderNotFound(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        with pytest.raises(FileNotFoundError):
+            comp.deleteFolderCascade("nonexistent")
+
+    # ── Patch scope ───────────────────────────────────────────────────────
+
+    def testPatchScopeNoCascade(self, mockRbacGet):
+        """Change folder scope without cascading to files."""
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="f-1", scope="personal"))
+        fakeDb.seed(FileItem, _makeFile(fileId="file-1", folderId="f-1"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.patchFolderScope("f-1", "mandate", cascadeToFiles=False)
+
+        assert result["scope"] == "mandate"
+        assert result["filesUpdated"] == 0
+        assert fakeDb.getRecordset(FileFolder, {"id": "f-1"})[0]["scope"] == "mandate"
+        assert fakeDb.getRecordset(FileItem, {"id": "file-1"})[0]["scope"] == "personal"
+
+    def testPatchScopeWithCascade(self, mockRbacGet):
+        """cascadeToFiles=True updates only owned files in the folder."""
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="f-1", scope="personal"))
+        fakeDb.seed(FileItem, _makeFile(fileId="own-file", folderId="f-1"))
+        fakeDb.seed(FileItem, _makeFile(fileId="other-file", folderId="f-1", userId="user-b"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.patchFolderScope("f-1", "mandate", cascadeToFiles=True)
+
+        assert result["filesUpdated"] == 1
+        assert fakeDb.getRecordset(FileItem, {"id": "own-file"})[0]["scope"] == "mandate"
+        assert fakeDb.getRecordset(FileItem, {"id": "other-file"})[0]["scope"] == "personal"
+
+    def testPatchScopeInvalid(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="f-1"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        with pytest.raises(ValueError, match="Invalid scope"):
+            comp.patchFolderScope("f-1", "invalid_scope")
+
+    # ── Patch neutralize ──────────────────────────────────────────────────
+
+    def testPatchNeutralizeToggle(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="f-1", neutralize=False))
+        fakeDb.seed(FileItem, _makeFile(fileId="file-1", folderId="f-1"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        resultOn = comp.patchFolderNeutralize("f-1", True)
+        assert resultOn["neutralize"] is True
+        assert resultOn["filesUpdated"] == 1
+        assert fakeDb.getRecordset(FileFolder, {"id": "f-1"})[0]["neutralize"] is True
+        assert fakeDb.getRecordset(FileItem, {"id": "file-1"})[0]["neutralize"] is True
+
+        resultOff = comp.patchFolderNeutralize("f-1", False)
+        assert resultOff["neutralize"] is False
+        assert fakeDb.getRecordset(FileItem, {"id": "file-1"})[0]["neutralize"] is False
+
+    # ── Tree queries ──────────────────────────────────────────────────────
+
+    def testGetOwnFolderTree(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="own-1", name="Mine"))
+        fakeDb.seed(FileFolder, _makeFolder(folderId="other-1", name="Theirs", userId="user-b"))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.getOwnFolderTree()
+
+        assert len(result) == 1
+        assert result[0]["id"] == "own-1"
+
+    def testGetSharedFolderTreeWithContextOrphan(self, mockRbacGet):
+        fakeDb = _FakeDb()
+        fakeDb.seed(FileFolder, _makeFolder(folderId="own", name="Own"))
+        fakeDb.seed(FileFolder, _makeFolder(
+            folderId="shared-root", name="Shared Root", userId="user-b", scope="mandate",
+        ))
+        fakeDb.seed(FileFolder, _makeFolder(
+            folderId="shared-child", name="Shared Child", userId="user-b",
+            parentId="shared-root", scope="mandate",
+        ))
+        fakeDb.seed(FileFolder, _makeFolder(
+            folderId="orphan", name="Orphan", userId="user-b",
+            parentId="invisible-parent", scope="mandate",
+        ))
+        comp = _buildComponent(fakeDb=fakeDb)
+        mockRbacGet.side_effect = _rbacFromFakeDb(fakeDb)
+
+        result = comp.getSharedFolderTree()
+
+        ids = {r["id"] for r in result}
+        assert "own" not in ids
+        assert "shared-root" in ids
+        assert "shared-child" in ids
+        assert "orphan" in ids
+
+        byId = {r["id"]: r for r in result}
+        assert byId["shared-root"]["contextOrphan"] is False
+        assert byId["shared-child"]["contextOrphan"] is False
+        assert byId["orphan"]["contextOrphan"] is True