100 Commits
Author SHA1 Message Date
Trenton H 4299e9b12e Chore: consolidate direct permission grant lookups into one helper (#14456)
* Chore: drop get_groups_with_only_permission

It worked around get_groups_with_perms lacking only_with_perms_in, which
django-guardian added in 3.1.0. The pinned version is newer.

* Chore: consolidate direct grant lookups into get_permission_grantees

Six places listed who holds a permission on an object, each with its own
query and result shape, and one had already drifted into expanding group
members.

* Chore: drop the unreachable empty viewer grant default

get_permission_grantees returns an entry for every requested document.
2026-10-24 13:28:25 -07:00
Trenton H 10a1a9eae8 Chore: drop get_groups_with_only_permission (#14454)
It worked around get_groups_with_perms lacking only_with_perms_in, which
django-guardian added in 3.1.0. The pinned version is newer.
2026-10-24 13:28:25 -07:00
Trenton H e7d70497c2 Chore: Consolidate to a single way to set permission on an object (#14453)
* Chore: drop set_permissions_for_object in favor of the bulk helper

The same grant rules were implemented twice, and only the bulk version
validated every action before writing, so the single-object one could leave
a partial change behind.

* Chore: type the set-permissions dict

Callers passed whatever they had, including querysets of User and Group
objects that only worked because id__in accepts a subquery.
2026-10-24 13:28:25 -07:00
Trenton H de61c20197 Chore: Update uv to 0.13 for the eMudhra CA fixes (#14532) 2026-10-22 14:47:05 -07:00
Trenton H c0dbe1f040 Chore: Update uv to 0.13 for the eMudhra CA fixes (#14532) 2026-10-22 14:46:08 -07:00
Trenton H 7bdbcca051 Chore: Refactor bulk edit to remove PDF knowledge (#14445)
* Refactor: add pure pdf_ops module with real-PDF tests
* Drops tests we don't relly need + adds the typing annotation
* Now that I'm sure it works, re-work these tests to mock pdf_ops, rather than pikepdf
* Validates pages ahead of time in build_pdfs rather than during the building
* Adds the given/when/then and some additional cleanups of pytest style
* This is redundant now
2026-10-22 19:25:39 +00:00
Trenton H a3b358bad7 Chore: drop get_objects_for_user_owner_aware (#14457)
Drops get_objects_for_user_owner_aware. Callers now use restrict_queryset_to_visible.

The same question was answered two ways, and the guardian path did not deny
deactivated users the way permitted_object_ids does.
2026-10-21 15:46:23 +00:00
Trenton H b904881472 Chore: share one base class for the method-mapped permission classes (#14458)
* Chore: share one base class for the method-mapped permission classes

ViewDocumentsPermissions, TrashPermissions, PaperlessNotePermissions and
AcknowledgeTasksPermissions each repeated the same has_permission body and
disagreed on HTTP methods missing from their perms_map.

GlobalPermissionsByMethod now holds that logic once. HEAD is checked
against the GET entry and a method missing from the map is denied. The
task acknowledge map gains OPTIONS, now requiring change_paperlesstask
like POST instead of being open to any authenticated user. The global
statistics and system status checks also share their active and
authenticated preamble.

* Chore: type GlobalPermissionsByMethod.perms_map keys as HTTP methods

perms_map accepted any string key, so a misspelled method or a HEAD entry
would never match. Keys are now a Literal of the mappable methods, without
HEAD, and the map is typed read-only.
2026-10-20 20:32:13 -07:00
Trenton HandClaude Sonnet 5.5 c089bba32c Chore: Drop ImageMagik as a dependency (#14440)
* Mark the thumbnail constants Final

* Comment each pdftoppm option

* Feature/Chore: Replaces all usages of ImageMagik's convert binary with a simple Pillow based helper

This removes ImageMagik as a dependency entirly and all documentation is cleaned up from it.
We no longer need to install it, have a policy for it to allow PDFs and no longer shell
out to it either.

* Fix: Save WebP images losslessly when removing the alpha channel

Pillow's default WebP save is lossy, so a WebP with an alpha channel came
back from remove_alpha_channel with slightly shifted pixel values before
it reached OCR. Save WebP lossless; other formats are unchanged.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-20 11:22:43 -07:00
Trenton HandClaude Sonnet 5.5 a05afd654c Feature: Generate PDF thumbnails via poppler utils (#14420)
* Chore: Generate PDF thumbnails with pdftoppm and Pillow instead of ImageMagick

Replace the ImageMagick convert based PDF thumbnail path with pdftoppm and
Pillow. Keeps thumbnails at 500px wide for small and odd sized pages, covers
the qpdf repair and double failure paths, removes the unused run_convert
helper, hardens thumbnail encoding, deprecates PAPERLESS_CONVERT_MEMORY_LIMIT
and PAPERLESS_CONVERT_TMPDIR, and corrects the related docs and CI.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>

* Chore: Supersample the PDF thumbnail render 2x

Render the PDF page at twice the target size and downsample, with edge case
handling for small and odd sized pages, simplified helpers and tests, and
trimmed comments.

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>

* Fix: use a fractional thumbnail DPI so oversized pages render a bounded raster

* Deprecate the unused PAPERLESS_GS_BINARY setting too

* Warn at startup when pdftoppm is missing

* Resample PDF thumbnails once instead of twice with LANCZOS, still never enlarging

* Read PDF page size from pdfinfo so it matches pdftoppm

* Mark the thumbnail constants Final

* Comment each pdftoppm option
2026-10-20 11:22:42 -07:00
Trenton H a8b835fcd0 Fix: use float parsing for importer manifest records with a passphrase (#14483) 2026-10-18 15:16:13 -07:00
Trenton H 0cb2cdbfdd Fix: handle single-class classifier in threshold prediction (#14471) (#14473)
scikit-learn treats a single-class fit as binary, so predict_proba returns
[1 - p, p] for one class and argmax could index past classes_. Use only
column 0, the real class, so the confidence threshold still applies.
2026-10-16 10:47:58 -07:00
Trenton H 183cfd2da4 Fix: keep counter and extension when shortening long public filenames (#14472)
get_public_filename relied on sanitize_filename to truncate, which cuts
from the end and so dropped the counter and extension of long titles.
Multi-byte titles could also exceed the 255 byte filesystem limit.

Shorten the title by UTF-8 bytes before appending the counter and
extension. The exporter reserves room for its longer derived thumbnail
and archive suffixes.
2026-10-16 10:11:34 -07:00
Trenton H d4a57204eb Fix: copy only direct user grants in DocumentMetadataOverrides.from_document (#14452)
get_users_with_perms includes group members by default, so PDF actions such
as merge and split gave them direct grants on the new documents, which
outlived their group membership.
2026-10-15 15:11:28 -07:00
Trenton H 6e717817c6 Fix: make exporter derived file names unique when originals differ only by extension (#14429) 2026-10-12 15:14:08 -07:00
Trenton H 4171ecf166 Chore: share the authorizing owner rule between the id sets and the trash filter (#14425)
The trash list needs to show a version to whoever owns its root document, but
it deliberately shows only owned and unowned documents and ignores explicit
shares, so it cannot use permitted_object_ids. #14384 gave it its own
filter_queryset with a hand-built condition through the root, which describes
the same rule as the annotations in permitted_object_ids a second time.

Move those annotations into annotate_authorizing_fields. PermittedObjectsFilter
gains a parent_field attribute that its owner-only and granted paths both use,
and the trash filter shrinks to setting include_granted and parent_field.
2026-10-12 12:11:42 -07:00
Trenton H b195423f1d Fix: use a root document's effective content for the LLM index and pr… (#14423)
* Fix: use a root document's effective content for the LLM index and prompts

The search index and the document views use the newest version's content as a
root document's content, but everything the LLM side reads used the root's own
content: the text embedded in the LLM index, the content in the classification
prompt, the context blocks from similar documents, and the text that is
searched for similar documents. After a document was replaced by a new
version the LLM kept answering from the old text.

Read get_effective_content() in those four places. The index update annotates
the content in the query like the search index does, and the similar-document
lookup annotates it for the documents it fetches, so no query is made per
document. Entries already in the LLM index keep the old text until the
document next changes or the index is rebuilt.

* Chore: test the LLM query text and bulk annotation use effective content

* Removes the query count testing.  It's flakey from local to CI and workers, doesn't really add much imo
2026-10-12 11:10:50 -07:00
Trenton H 9f2f809131 Fix: index document versions as their root document (#14422)
* Fix: index document versions as their root document

The search index and the LLM index hold root documents only, a root being
indexed with its newest version's content. Every write path therefore had to
remember to hand them the root. Several did not.

WriteBatch.add_or_update, WriteBatch.add_or_update_ids and
llm_index_add_or_update_document now resolve a version to its root themselves.
The reindex command and update_llm_index only walk root documents, and an
incremental LLM update is scoped to the roots of the given ids through
versioning.root_document_ids, which add_or_update_ids shares. more_like_id
returns the root's id for a version. The reprocess task no longer picks the root
for the indexes and only still clears the caches of both documents.

* Fix: rebuild old search indexes and look versions up as their root for similar documents

An index built before versions were indexed as their root can still hold
version entries under their own id and metadata, and only a rebuild clears
them. Bump the schema version so the index is rebuilt on upgrade.

more_like_this_ids looked the given id up in the index as is, so asking for
documents like a version, as the AI suggestions endpoint can, silently found
nothing. It now looks the root up instead.
2026-10-12 11:10:50 -07:00
Trenton H c2deb69ac5 Fix: authorize document versions by their root in the single-object permission check (#14421)
* Fix: authorize document versions by their root in the single-object permission check

has_perms_owner_aware judged a document by its own owner and grants, so each
endpoint that fetches a document itself had to remember to map a version to
its root document first, and one that forgot, like the more-like-this search
filter, authorized by a stale version owner.

The check now maps a Document to its root before looking at the owner and the
guardian grants, matching what permitted_document_ids does for id sets. The
eight call sites that mapped the document themselves pass it straight through.
The DRF object permission class needs no change because the document viewset
only ever serves root documents.
2026-10-12 17:17:00 +00:00
Trenton H 6f496f741b Chore: New helper for JSON parsing during settings, to provide a better error message to users (#14419) 2026-10-12 17:04:56 +00:00
Trenton HandClaude Sonnet 5.5 2f2381578c Fix: authorize document versions by their root and speed up permission id sets (#14396)
* Fix: authorize document versions by their root and speed up permission id sets

permitted_document_ids judged a version by its own owner and grants, so a
version whose owner had drifted from its root's was visible to the wrong
people and hidden from the right ones. Callers patched this individually by
mapping each document to its root first. The query itself was also slow on
MariaDB: the guardian grants were a UNION cast to integers and tested with
IN inside an OR with the owner checks, which MariaDB cannot materialize, so it
re-scans the user's grants for every document. At 20k documents that took
seconds for a user with a couple of hundred grants.

permitted_object_ids now casts the row key to a string, as guardian stores
object_pk, and tests it against a single uncorrelated UNION ALL of the user's
and groups' grants. No integer cast is needed and the user's groups are
matched with an IN subquery rather than a join through the membership table.
Postgres and SQLite build the grant set once, and MariaDB probes guardian's
unique indexes per row, which is cheap. A correlated EXISTS per grant also
fixed MariaDB but was up to 3x slower than before on Postgres and SQLite.

permitted_object_ids also takes an optional parent_field naming a
self-referencing foreign key whose target authorizes the row, and
permitted_document_ids passes root_document, so a version is visible exactly
when its root is. The helper that mapped documents to their roots at the call
sites is no longer needed, so the email, selection data, share link bundle,
trash, bulk download and bulk edit checks use the id set directly.

Co-authored-by: Claude Sonnet 5.5 <noreply@anthropic.com>
2026-10-10 15:03:52 -07:00
Trenton H 474c630aa4 Fix: Don't attempt to index created dates which are not representable inside the FTS index (#14390) 2026-10-08 08:36:35 -07:00
Trenton H d7a9894400 Fix: retry a search index rebuild that was interrupted (#14379)
An interrupted rebuild left an empty index stamped as current, so the next
start reported it as up to date. Mark the rebuild as in progress and only
clear the marker once it completes.
2026-10-07 08:54:36 -07:00
Trenton H e5b215f9d3 Chore: Updates the troubleshooting with 2 common database collation things (#14370) 2026-10-06 11:02:42 -07:00
Trenton H 3a3b3ef66a Chore: Upgrade runners to Ubuntu 26.04 (#14347)
* Moves runners to 26.04 and a few jobs to -slim variant

* Probably fixing the imagemagik 7 problems and maybe the frontend playwright thing?

* Compare thumbnails, but allow a little difference in the perceptual hash
2026-10-06 08:11:44 -07:00
Trenton H 312684aef3 Fix: Set the ProcessedMail owner based on the rule owner in all cases (#14356) 2026-10-05 05:57:41 -07:00
Trenton H 3615a5a2a5 Fix: Ensure log rotation settings are converted to integers (#14343)
* Fix: Ensure the log rotatation options are integers

* This might have the same problem

* Just in case, transition these to the helper too
2026-10-02 23:08:48 +00:00
Trenton H 56687614df Fix: Wrap apt calls into a retry so we can ideally jump a slow mirror (#14344)
* Fix: Wrap apt calls into a retry so we can ideally jump from a slow mirror to a faster one

* Use the different synxtax for an in-repo usage
2026-10-02 15:55:54 -07:00
Trenton H 61f36eb253 Chore: Disallow prerelease resolution in uv (#14296)
uv's default "if-necessary" prerelease policy will silently select a
prerelease package when no stable release satisfies the combined
constraint set, even without an explicit opt-in.  Disallow pre-releases
instead
2026-09-28 18:49:21 +00:00
Trenton H e50bcc2efb Chore: Updates typing baseline files (#14295)
* Chore: Refresh the mypy and pyrefly baselines

* Chore: Type factory calls as the model they build for mypy

factory-boy leaves Factory() unannotated, so mypy took UserFactory() to
be a factory instance rather than a User. A shared TypedModelFactory
base declares the call as returning the model for type checking only.

* Refresh again after rebase
2026-09-28 11:32:05 -07:00
Trenton H 4f777d7438 Feature: propagate resolved secrets to interactive container shells (#14254)
docker exec bash bypasses s6, so *_FILE secrets resolved by init-env-file
into /run/s6/container_environment aren't visible even though s6 services
and management wrappers already see them via with-contenv.

Add /etc/profile.d/contenv.sh, sourced by both login and non-login
interactive bash shells, to export those resolved values into the shell.
2026-09-24 13:07:41 -07:00
Trenton H 2a44d8b5ba Fix: During a move to the trash directory, attempt to copy metadata, but don't let it fail the move (#14250) 2026-09-23 21:51:22 -07:00
Trenton H abf5050ea7 Fix: convert file mtime to the configured time zone directly (#14249)
The `created` date fallback derived a naive datetime from a file's
mtime using the OS-local zone, then labeled it as the configured
TIME_ZONE without converting. When the OS-local zone and TIME_ZONE
disagree, or when the C library can't resolve zoneinfo at all (as in
some sandboxed environments, where it silently falls back to UTC),
the resulting date can land on the wrong calendar day.

Convert the timestamp directly into the target zone with `tz=` on
fromtimestamp() instead of a naive conversion plus make_aware().
2026-09-23 15:00:48 -07:00
Trenton H b457610ffb Chore: Fix bugs in the test suite (#14244)
* Fix: redirect SHARE_LINK_BUNDLE_DIR to the test temp layout instead of the real media directory

* Fix: include f_to in test_filters subTest labels so each of the 8 cases reports distinctly

* Fix: run the post_consume error-log assertion after the raising call and match the actual paperless_mail logger name

* Fix: rename the blank-password workflow test to match its behavior and add a real wrong-password-fails test

* Fix: use the created social account's actual pk and remove an accidental tuple wrapping the mock provider

* Fix: assert against the created documents' actual pks instead of hardcoded 1 and 2

* Fix: assert test_compression actually produces a valid LZMA-compressed zip

* Fix: clear os.environ when patching PAPERLESS_ADMIN_* vars so a host-set value can't leak into the no-user test

* Fix: restore MIDDLEWARE, AUTHENTICATION_BACKENDS and REST_FRAMEWORK auth classes after each remote-user settings test instead of leaking the mutation into later tests

* Fix: use a guaranteed-nonexistent temp path instead of hardcoded /tmp/foo/bar in test_export_target_not_exists
2026-09-23 19:11:58 +00:00
Trenton H 7424e7ce0b Fix: Record full tag and custom field lists in bulk edit audit log (#14236)
Snapshot only the edited field, before and after the operation, gathering tags
and custom field instances into sorted id lists per document (empty when there
are none).
2026-09-23 03:17:40 +00:00
Trenton H 15b73b890c Chore: Ban cross-app imports of documents.tests (#14224)
Nothing outside the documents app imports documents.tests any more.

Ruff now bans the module everywhere except src/documents/tests, where in-app imports remain fine.
2026-09-22 08:02:18 -07:00
Trenton H 02d355061f Chore: Move helpers that other test modules imported out of test files (#14223)
The mail message and mailbox builders, the fake libmagic and the classifier preprocessor stub lived inside test_mail.py and test_classifier.py, so other test modules imported them by importing a test module.

They now live in helpers modules beside the tests that use them.
2026-09-22 08:02:18 -07:00
Trenton H d8b5b4d447 Chore: Stop the live-service retry helper sleeping after a success (#14222)
util_call_with_backoff made every call wait 20 seconds even when the first attempt succeeded

The helper now sleeps only after a failure that has another attempt left.
2026-09-22 08:02:18 -07:00
Trenton H 03ac4aed7e Chore: Move the cross-app test helpers into the shared layer and add a progress fixture (#14221)
Test modules in paperless, paperless_mail and documents imported filesystem assertions, the migration test base, the retry helper and the streaming-response reader out of documents/tests/utils.py, which kept each app's tests coupled to another app's test package.

They now live in paperless_testing, and the progress manager fake is renamed FakeProgressManager and now subclasses the real ProgressManager, overriding only the transport, so the payload it records is built by the production code. The twenty places that patched documents.tasks.ProgressManager by hand now use a fake_progress_manager fixture.
2026-09-22 08:02:17 -07:00
Trenton H 90d23bad9c Chore: Give the search index directory one owner in the tests (#14217)
Two fixtures created a temporary index directory and pointed INDEX_DIR at it, and paperless_dirs did the same, so a test that requested more than one got whichever assignment ran last. The search conftest no longer defines its own index_dir fixture, the tests that took it read paperless_dirs.index_dir instead, and _search_index is now a thin wrapper that requests paperless_dirs. The fixture that yields a Document is renamed from indexed_document to searchable_document so it no longer differs by one character from the index_document factory next to it.
2026-09-22 08:02:17 -07:00
Trenton H e4367b5648 Chore: Delete the in-memory Tantivy backend and run the search tests on disk (#14216)
TantivyBackend(path=None) built an in-memory index that is not used by production ever used. The backend now requires a path, the open, write-batch and rebuild branches are gone, and the shared backend fixture and the fulltext similar-documents fixture build a real index under the per-test directory layout.
2026-09-22 08:02:16 -07:00
Trenton H cb85441c2f Chore: Decrease backend test suite time (a little) (#14213)
* Chore: Speed up test setup by hashing passwords with MD5 and batching index writes

Don't use Django's default PBKDF2, about 600 ms per use and 110 uses across the suite. Switches to MD5 instead.

Also fixes a test that didn't batch update the search index

* Chore: Stop the invalid webhook params test from waiting on a Celery broker

test_workflow_webhook_action_url_invalid_params_headers left send_webhook.apply_async unpatched, so it tried to actually enqueu and waited for the timeout.
2026-09-21 20:17:40 +00:00
Trenton H cceaa559d4 Chore: Rename sample directory fixtures and drop unused parser ones (#14215)
Nineteen single-file fixtures in the parsers conftest had no consumers anywhere in the test tree.

Two fixtures were both called samples_dir and resolved one directory apart They are now document_samples_dir and parser_samples_dir
2026-09-21 12:59:32 -07:00
Trenton H 40058ff7d5 Chore: Give the test suite a larger regex timeout (#14211)
Maybe the random ordering sometimes causes heavier tests to run alongside timed regex ones?
2026-09-21 11:38:54 -07:00
Trenton H f502cd5e34 Chore: Add shared helpers for granting test permissions and use them (#14200) 2026-09-21 10:57:14 -07:00
Trenton H 99ce6b5db3 Chore: Share the API client fixtures and build test users cheaply (#14199) 2026-09-21 10:57:14 -07:00
Trenton H 2d955e9697 Chore: Randomize test order and seed Faker per run (#14173)
Enables pytest-randomly, which has sat commented out in pyproject.toml
since the Pytest 9 upgrade. Tests now run in a different order every
session, so a test cannot quietly depend on another having run first.
2026-09-21 10:57:13 -07:00
Trenton H f440e8d33c Chore: Move unittest directory setup onto the shared fixture (#14172)
The unittest side of the suite built its temp directory tree with
tempfile.mkdtemp and a manually enabled override_settings, cleaned up only if
tearDown ran. That is now gone. DirectoriesMixin lives alongside the layout it
bridges and does nothing but hand the paperless_dirs fixture to TestCase
subclasses as self.dirs, so both halves of the suite get the same twelve
settings, the same directory shapes and cleanup owned by tmp_path.

The mixin moves to paperless_testing.dirs rather than staying in the documents
test utilities, because modules in paperless and paperless_mail import it
across the app boundary. The thirty-eight consuming modules change only their
import line; self.dirs.scratch_dir and its siblings keep working.
2026-09-21 10:57:12 -07:00
Trenton H 4c264651e8 Chore: State the test directory layout in one place (#14171)
The temp directory layout used by the tests was written out four separate
times: once in the documents conftest, once in the paperless checks tests,
once in a fixture local to the NFC upload tests, and once in the helper
behind the old paperless_environment context manager. Each copy covered a
different subset of the settings, so which directories a test actually got
depended on which copy it happened to reach.

The layout now lives in paperless_testing.dirs. build_paperless_dirs owns
where things go and creates them, dirs_settings maps them onto Django
setting names and is pure, and a paperless_dirs fixture in the root conftest
applies that mapping through pytest-django's settings fixture so every app
can reach it. Tests that need a second environment part way through a test
body use the paperless_environment context manager from the same module,
which expresses the identical layout through override_settings. The three
redundant implementations and the old media settings fixture are gone, and
their consumers now take paperless_dirs.
2026-09-21 10:57:11 -07:00
Trenton H 48d97b78bb Chore: Move model factories to the shared test layer (#14170)
The model factories lived in the documents test package, but three other
apps needed them. The AI, mail and testing suites all reached across an app
boundary to import from documents.tests.factories, which made a private test
package into a shared dependency.

The factories now live in the shared testing package, where cross-app use is
the intended use.
2026-09-21 10:57:11 -07:00
Trenton H 659a0cb2ef Chore: Add a shared test support layer (#14168)
All four Django apps have test code in common, but the only place to put it
was the documents app's own tests package, so paperless, paperless_ai and
paperless_mail each reached across an app boundary to import helpers and
relied on fixtures that were only defined for the documents test path.

This adds a root src/conftest.py holding the fixtures every app needs and an
new src/paperless_testing package for shared helpers a test names
2026-09-21 10:57:11 -07:00
Trenton H d02d1e1711 Chore: Remove unused test helpers (#14166) 2026-09-21 10:57:10 -07:00
Trenton H 7575d60782 Bump version to 3.2.1 2026-09-20 14:29:37 -07:00
Trenton H 506afb4200 Fix: replace stale mail-fetch overlap check with a self-expiring lock (#14189) 2026-09-19 20:02:10 -07:00
Trenton H 22a8a4f4ad Fix: bump ocrmypdf to 17.12 to pick up the ligature text-layer fix (#14190) 2026-09-19 15:24:56 -07:00
Trenton H d5425a893d Fix: rebuild the search index automatically when it is corrupted, instead of hard-failing (#14180) 2026-09-19 12:53:36 -07:00
Trenton H fdd32b73bb Chore: Move the search tests onto the shared indexing fixtures (#14159) 2026-09-17 14:55:13 -07:00
Trenton H 20d309a413 Enhancement: Match fuzzy terms in place inside the parsed query (#14157)
* Feature: match fuzzy terms in place inside the parsed query

Fuzzy matching was a separate clause OR'd in above the query: a flat bag
of the query's words, re-parsed through tantivy's own parser, blended
beside the exact clause. Nothing around a term reached it, so a fielded
term fuzzed across every default field, a filter did not constrain it, and
an exclusion had to be hoisted back over the whole blend to stop the
clause re-admitting what the query had just excluded.

Widen each leaf where it sits instead, through emit()'s rewrite_leaf hook,
so fielding, negation, AND, REQUIRE and positive filters constrain the
fuzzy match exactly as they constrain the exact one. Each of a leaf's
words becomes a Fuzzy leaf on the leaf's own field, boosted to 0.1, beside
the leaf and any CJK alternative it already had.

* Hello?
2026-09-17 14:55:13 -07:00
Trenton H 762e8cf4d1 Feature: match CJK terms through their bigram fields in place (#14156)
QUERY-mode searches blended a separate bigram clause in at the top of the
query, built from the parsed AST's free-text tokens. Because it sat beside
the exact clause rather than inside the query, nothing around a CJK term
constrained its bigram match: an exclusion that was one OR branch's own
condition could never reach it, so "(東京 AND NOT secret) OR bill" still
returned the secret document.

Widen each CJK leaf where it sits instead, through emit()'s rewrite_leaf
hook, so every AND, NOT, REQUIRE, boost and field restriction around the
leaf applies to its bigram match too. Negated leaves are widened on
purpose, so "NOT X" excludes exactly what "X" matches.
2026-09-17 14:55:13 -07:00
Trenton H 530059c5c0 Performance: Preprocess classifier text with Tantivy instead of NLTK (#14127)
* Preprocesses classifier content with Tantivy instead of NLTK

Tokenizing and stemming now happen in one Rust call instead of NLTK's
Python tokenizer and per word stemming, which also removes the Redis
backed stem cache from every preprocessing call. The output matches the
NLTK pipeline closely; tokens containing digits are now stemmed, and the
English stop words follow Snowball's list.

Stemming and stop word removal apply whenever the OCR language is one of
the supported classifier languages, so PAPERLESS_ENABLE_NLTK and
PAPERLESS_NLTK_DIR are removed.

* Copies packages instead of hardlinking them in backend CI, some NLTK thing

* Adds a normalization to NFC to better fit what Tantivy expects
2026-09-16 07:35:26 -07:00
Trenton H 7e698360ff Performance: Drops fields from the MLPClassifier that are training only before pickling (#14114) 2026-09-15 20:40:49 -07:00
Trenton H f919c981e1 Peformance: Improves the memory efficency of classifier training (#14124) 2026-09-15 13:35:44 -07:00
Trenton H ec4e45ecf4 Performance: Streams the classifier pickle file during save to file (#14121) 2026-09-15 19:35:18 +00:00
Trenton H 683f2ac250 Fix: validate legacy bulk_edit owner/rotate/split parameters (#14120)
BulkEditSerializer's hand-parsed validators only caught the exceptions
their happy paths raised, so wrong-typed input produced a 500 or was
passed through to the task:

- owner: a nonexistent or wrong-typed id raised an uncaught error, and a
  boolean was accepted (Django coerces True to pk 1). It is now validated
  with PrimaryKeyRelatedField and the validated pk is passed on.
- rotate: null raised TypeError, while true, "90" and 45 were accepted and
  failed later in QPDF. Degrees are now an IntegerField plus a
  multiple-of-90 check, passing an int on. The dedicated rotate endpoint
  and edit_pdf operations share the same multiple-of-90 check.
- split: null raised AttributeError, "0" silently became the last page,
  "3-1" gave an empty group that crashed the task, and a range like
  "1-5000000" was expanded into a list during the request with no upper
  bound. Each range is now checked against 1 <= start <= end <= page_count
  before it is built.
2026-09-15 19:23:37 +00:00
Trenton H ef26bc1570 Fix: enforce set_permissions shape via a nested DRF serializer (#14119)
SetPermissionsSerializer was a bare DictField, and the legacy bulk_edit
set_permissions parameter bypassed even that by hand-calling
validate_set_permissions() on an unchecked dict. A bool or a non-list in
place of users/groups crashed with a raw TypeError instead of a 400.

It is now a nested serializer (view/change, each with users/groups as
lists of integers), used for owned-object create/update, the legacy
bulk_edit set_permissions parameter, and bulk_edit_objects permissions.
Unknown action keys are rejected: previously a typo like "veiw" was
silently dropped, leaving an empty permission set that could clear
existing grants. An explicit set_permissions null (an owner-only change)
remains a no-op, and an empty bulk_edit_objects permissions dict is still
rejected.
2026-09-15 18:46:32 +00:00
Trenton H ff1e61b162 Fix: Use prefetching to reduce query counts during classifier training (#14122) 2026-09-15 11:12:08 -07:00
Trenton H 1f374cd656 Fix: reject non-dict user_args/barcode_tag_mapping in config API (#14118)
JSONField(binary=True) accepts any JSON value, so a truthy non-dict
(bool/int/list/string) silently passed validation.

Additionally, require string substitutes in barcode_tag_mapping, a non-string
substitute value made the barcode tag substitution fail inside
get_tag_ids, and the tag was silently skipped. barcode_tag_mapping values
must now be strings (empty still means "use the raw barcode").
2026-09-15 16:14:01 +00:00
Trenton H 970eb55a70 Fix: type edit_pdf operations via a nested serializer (#14116)
operations was a ListField with no child, so both EditPdfDocumentsSerializer
and BulkEditSerializer._validate_parameters_edit_pdf hand-checked each entry
with isinstance(). That accepted booleans (isinstance(True, int) is true) and
passed through any extra keys.

Adds PdfEditOperationSerializer (page >= 1, doc >= 0, rotate a multiple of
90) and uses it as the ListField child on both paths, dropping the manual
type checks and the now-redundant negative/page < 1 bounds checks. Rotations
that are not a multiple of 90 previously passed validation and then failed
inside the task when QPDF refused them.
2026-09-15 15:43:21 +00:00
Trenton H d2170f1267 Performance: Loads the classifier through a memory view to reduce memory usage (#14113) 2026-09-15 15:23:41 +00:00
Trenton H a4e69aac9d Documentation: document the query grammar paperless actually supports (#14074)
* docs(search): document the query grammar paperless actually supports

* docs(search): cover ?/bracket wildcards and the no-stemmer fallback

* Shorten things up, use tables and less wordy stuff.  Fixes some test doc strings that referred to the documentation

* Silly sonarr
2026-09-15 07:26:42 -07:00
Trenton H 1e62f5e811 Fix: cap the advanced search query length (#14073)
* fix(search): cap the advanced search query length

* Adds a couple of spies, just to prove it further
2026-09-15 07:26:42 -07:00
Trenton H 1f8b6c95b1 Feature: parse advanced search with whoosh-compat and delete the handwritten translation (#14072)
* Feature: parse advanced search with whoosh-compat and delete the hand-written translator

* Don't cover these, they exist for defensive, but there's no other current diagnostic

* A mix of more no cover and tests

* Route SCHEMA_FIELD_MISSING into an error, not an HTTP 400
2026-09-15 07:26:41 -07:00
Trenton H e78521c912 Chore: Search field registry (#14071)
* feat(search): add whoosh-compat, the shared field table and the field registry

* Sonar being useful actually

* Adds the given/when/then commenting

* Trims tests I don't think cover our logic or code or are redundant

* Coverage

* test(search): add pattern normalizer stem-alternates unit tests

* build: bump whoosh-compat to 0.2.0
2026-09-15 07:26:41 -07:00
Trenton H 05b7697c35 Fix: avoid IntegrityError when a retried task republishes with the same task_id (#14096) 2026-09-13 21:05:54 +00:00
Trenton H 2256cb3d38 Performance: batch permission assignment in bulk set_permissions (#13806)
* Perf: batch guardian permission assignment in bulk-edit

bulk_edit.set_permissions and BulkEditObjectPermissionsView both
looped documents/objects and called set_permissions_for_object per
object, which itself calls guardian's assign_perm/remove_perm once
per (object, user) pair -- ~10-20+ queries per object, scaling with
selection size.

Added set_permissions_for_objects, a bulk equivalent that resolves
existing permission holders once across the whole batch (not once per
object) and applies changes with a small, batch-size-independent
number of queries per action instead of one per (object, user) pair.

* Perf: avoid unnecessary full-row fetches in batch permission assignment

set_permissions_for_objects now takes a model + pks instead of instances,
and identity filtering resolves straight to ids, so bulk-editing
permissions no longer materializes full Document/User/Group rows just to
read their pk/id. Row construction for bulk_create is also chunked to
bound peak memory for very large "apply to all" operations.

* Fix: use .distinct() for existing-grant lookup, drop flaky query-count invariant tests

.distinct() lets the database dedupe identity ids server-side instead of
transferring one row per (object, grantee) match and deduping in Python --
was the dominant cost on a large selection with existing grants.

Also replaced the two query-count-equality tests (bulk_edit and the
bulk_edit_objects API path) with plain functional-correctness checks at
both batch sizes.  Hopefully stops that flake.

* Mark empty-pks early-return in set_permissions_for_objects as no-cover

Defensive guard for an edge case (all requested pks already gone/invalid)
rather than a path normal usage exercises; matches the existing
pragma: no cover convention elsewhere in this file.

* Perf: drop speculative row-chunking in bulk permission assignment, keep the query-batching fix

* Resolve every permission action before applying any of them

This fixes the existing issue and resolves the Copilot comment

* Assert permission assignment does not scale with selection size

The two batching tests only checked that permissions came out correct at
5 and 50 objects, so reverting to the old per-object loop would still
have passed.  Check sizes as well to prevent that
2026-09-10 19:54:09 +00:00
Trenton H d5f9605daf Performance: skip effective_content annotation on document list unless required (#13789)
* perf: skip effective_content annotation on document list unless filtered on

DocumentViewSet.get_queryset() always attached a correlated subquery
resolving each document's latest version content, even though it's only
needed for the deprecated search/title_content/content__* filter params.
Evaluated for every candidate row before pagination's LIMIT, this is
pathological on MariaDB: its default cardinality estimate for the mostly-
NULL root_document_id self-join drives it to a near-full-table scan per
row instead of using the FK index, turning a normal filtered list request
into a multi-second query (root cause of paperless-ngx#13778's report).

Only attach the annotation when a request actually filters on it. The
common case now relies on Document.get_effective_content()'s existing
prefetch-based fallback instead (extended the "versions" prefetch to
include content), which DocumentSerializer.to_representation() now calls
directly instead of checking for the annotation via hasattr().

* fix: address review feedback on effective_content annotation skip

- _needs_effective_content_annotation() now checks for a non-blank,
  stripped param value rather than mere key presence, matching how
  SearchFilter/TitleContentFilter/EffectiveContentFilter themselves
  no-op on a blank value. An empty ?search= or a saved view with a
  cleared text filter no longer re-triggers the annotation.

- The "versions" prefetch on DocumentViewSet no longer carries content
  for every historical version of every document -- that's unused
  bloat for version-heavy documents. Added
  latest_version_content_prefetch() (versioning.py), a separate,
  windowed prefetch scoped to just the newest version's content per
  root, and taught Document.get_effective_content() to check it first.

- DocumentSerializer.to_representation() no longer unconditionally
  calls get_effective_content(). Added has_prefetched_effective_content()
  (versioning.py) as a cheap upfront check: only resolve version-aware
  content when an SQL annotation or a versions prefetch is already on
  the instance. TrashView and GlobalSearchView build their own
  querysets independently of DocumentViewSet and never display
  document content at all (checked both frontend components), so they
  now keep showing the document's own, unresolved content with zero
  extra queries -- the same behavior as before effective_content
  resolution existed, just generalized past the narrow hasattr() check
  it replaced.

* Perf: derive _CONTENT_FILTER_PARAMS from DocumentFilterSet and search_fields instead of hand-maintaining it

* Fixes the new test failure and restricts doing the annotation even further, so content must have been requested to annotate even

* CLean up the new test with the docstrings, handle the fields in one place

* Fun with contenttype and caching. Compare only the
queries spent on the documents themselves or else
2026-09-10 12:38:41 -07:00
Trenton H a00755907e Performance: Precompile scoped bytecode cache once per container start (#13819)
* Performance: Precompile scoped bytecode cache once per container start

* Skips this unit during non-root user startup too
2026-09-10 08:28:21 -07:00
Trenton HandClaude Opus 5 60709b8319 Performance: cut redundant per-document lookups in bulk modify_custom_fields (#13807)
* Perf: batch the repeated lookups in modify_custom_fields

`modify_custom_fields()` re-resolved the same objects inside its
per-document loop: `custom_fields.get(id=field_id)` re-ran a CustomField
query for every document, and doc link fields called
`Document.objects.get(id=doc_id)` a second time for a document that was
already known.

Resolve both up front with `in_bulk()` and hand the resolved objects to
`update_or_create()` rather than bare ids. Passing the objects also
populates the FK cache on the newly created instance, so auditlog's
post_save receiver touching `.document`/`.field` no longer costs a reload
per row. The document map defers `content`, the one field here that is
both large and unused. The symmetrical-link removal pass and
`remove_doclink()` get `select_related()` for the same auditlog reason.

Measured over 50 documents, sqlite, audit log enabled:

                        before   after
  add 3 string fields    1502    1054
  update 1 string field   451     403
  add doc link            851     653
  remove doc link         604     354

`update_or_create()` is kept as-is. Dropping it for a hand-rolled
get-or-construct loop removes a further ~4 statements per row, but those
are the SAVEPOINT/RELEASE pairs of its `transaction.atomic()`, and the
`select_for_update()` and IntegrityError fallback that go with them. The
(document, field) unique constraint depends on that when two bulk edits
overlap, and the wall clock did not move to pay for it (331 ms vs 310 ms
for the string case above).

Also normalises the field ids to int once at the top so the old dict API,
whose keys may arrive as strings, indexes the resolved map correctly.

The `if custom_field:` branch it replaces was dead: `.get()` raises
DoesNotExist, it never returns None.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* Fixes the comment

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-09-09 23:47:07 +00:00
Trenton H 310628699d Fix: If a file remains stable but has zero size after the stability window has passed, drop it from tracking (#14047)
A slow writer might create a zero byte file, then take longer than the window to
finish the write.  We would then queue a zero byte file for consumption and race the writer
to most likely fail due to still being empty.  Instead, drop zero size files at yeild time.
The slow writer may or may not finish, but if it does, there will be a Change.modified
event fired again
2026-09-09 16:24:17 +00:00
Trenton H 43a8d7d412 Enhancement: add Tantivy full-text fallback adapter for taxonomy candidates (#13820)
This brings users without an embedding backend configured to closer
parity with those who do.  Reuse the search backend to locate similar
documents and use them to provide the LLM with the better suggestion pool
to draw from
2026-09-09 15:15:15 +00:00
Trenton H c40922440b Fix: prevent overlapping mail-account processing runs (#14046)
process_mail_accounts had no guard against a scheduled run still being
in progress when the next one fires. Skip a run outright
if another MAIL_FETCH task is already PENDING/STARTED.
2026-09-09 07:49:49 -07:00
Trenton H 73e777a48c Fix: skip nested TagSerializer construction when a tag has no children (#14039)
TagSerializer.get_children() built a full nested TagSerializer(many=True)
for every tag, even when it had zero children, likely the common case for
most tags and maybe even most installs. Constructing a DRF ModelSerializer isn't
free (field introspection, deepcopy of declared fields, i18n lookups
all re-run per instantiation), so this scaled GET /api/tags/ linearly
with tag count in pure Python overhead, unrelated to SQL query count.
2026-09-08 15:30:58 +00:00
Trenton H f5ff18326d Performance: resolve index-write permissions and effective content in bulk (#13869)
* fix(search): resolve index-write permissions and effective content in bulk

Add WriteBatch.add_or_update_ids() and use it in bulk_update_documents
and trash restore, cutting index writes from ~8 queries per document
to a constant handful per batch

* Always these new ones with xdist, try a better condition
2026-09-07 14:43:13 -07:00
Trenton H 0e5d5022a1 Chore: Updates our direct Redis pin (#13986) 2026-09-04 14:28:27 -07:00
Trenton H e75a9d8c55 Chore: Drops the LSIO option from bug report install types (#13961) 2026-09-03 14:32:40 -07:00
Trenton Handshamoon 351892bbab Fix: skip vector store document id filter for unrestricted chat users (#13937)
* Fix: skip vector store document id filter for unrestricted chat users

ChatStreamingView built an IN filter from every permitted document id
for the "chat over all documents" case, which exceeds the vector
store's SQLite bound-parameter safety limit on installs with more
than ~32700 documents, silently returning no context. For a user who
can see every document (an active superuser), that filter never
narrows anything, so skip it and let the retriever search the whole
index instead.

* Minor improvements from a Claude review

* When a user is unrestricted chatting, still exclude trashed documents using a 'NOT IN' SQL statement.  Wire that up where we need it

* Update src/paperless_ai/chat.py

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
2026-09-02 18:08:54 +00:00
Trenton H c2a9532b8f Fix: Handle Celery enqueue failures when enqueuing files for consumption (#13935) 2026-09-02 15:58:27 +00:00
Trenton H 713c857a08 Fix: Handle Celery mail task chord errors (#13936)
* Fix: mail rule loops forever when all attachments are duplicates

When every attachment in a mail is rejected as a duplicate, the chord's
header tasks all fail. Celery's default task_allow_error_cb_on_chord_header
skips the error callback in that case, so no ProcessedMail row is ever
created, and the same mail is refetched and reprocessed on every poll for
as long as it stays in the rule's maximum_age window.

* Minor simplifications and cleanup
2026-09-02 08:41:30 -07:00
Trenton H d78754bff1 Security: validate remote OCR endpoint against internal SSRF (#13897)
* Security: validate remote OCR endpoint against internal SSRF

Adds PAPERLESS_REMOTE_OCR_ALLOW_INTERNAL_ENDPOINTS (default true)
and validates remote_ocr_endpoint via validate_outbound_http_url
on the config serializer, matching the existing LLM endpoint handling.

* Validates te outbound url again right before use

* cover empty-value branch of validate_remote_ocr_endpoint because coverage

* re-validate remote OCR endpoint on every outbound request
2026-09-01 20:22:10 +00:00
Trenton H f993462973 Security: Minor additional hardening (#13898)
* Security: bump jinja2 floor to 3.1.6 (CVE-2025-27516)

* Security: anchor the /share/ URL pattern

* Security: handle missing file on public share view without 500

* Security: scope correspondent last_correspondence to permitted documents

* Security: disable PUT/PATCH on share link bundles
2026-09-01 19:53:28 +00:00
Trenton H 06e9c1c02b Chore: Isolate the search index directory in trash-restore tests, they were using a persistent index (#13876) 2026-08-31 14:43:14 +00:00
Trenton H 5f9bc5de88 Chore: Upgrade Docker image to Python 3.14 (#13721)
* Upgrades our base image to uv 0.12 branch and Python 3.14

* Upgrades our workflows to uv 0.12.x as well

* Updates these locked wheels too
2026-08-19 09:43:14 -07:00
Trenton Handshamoon b17a512539 Refactor: render paperless_ai prompts via Jinja2 templates instead of f-strings (#13698)
* Refactor: render paperless_ai prompts via Jinja2 templates instead of f-strings

* Apply suggestions from code review

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
2026-08-18 18:32:21 +00:00
Trenton H 0e5fbc973a Enhancement: prefer existing tags, types, correspondents, and storage paths in AI suggestions (#13676)
AI Suggestions previously invented near-duplicate metadata because the classification
prompt had no knowledge of the installation's own taxonomy. This surfaces
a small, ranked, permission-filtered set of existing tags/document
types/correspondents/storage paths - drawn from the document's RAG
neighbors plus its own already-assigned metadata - so the model prefers
reusing what already exists.

The LLM response schema now returns existing_ids (IDs of reused
candidates) separately from new_names (genuinely new suggestions).
Only new_names goes through localization and fuzzy name-matching;
existing_ids is resolved deterministically and never touched by the
localization pass, so exact matches can no longer be silently
corrupted by translation.
2026-08-14 15:51:34 -07:00
Trenton H fe5d09a123 Fix: reopen a fresh Tantivy index per write to prevent orphaned segment files (#13682) 2026-08-14 16:21:15 +00:00
Trenton Handshamoon ff13847d0a Feature: Allow selection of compression type and and level during export (#13661)
* Feature: Allow configuring the compression type and compression levels during export

Building on the zip export improvements, this now allows users to further configure the
zip to fit their needs.  A simple stored zip for speed, or a high compression zstd for
the smallest archive.  Full validation of the method and levels at the command line

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
2026-08-13 18:29:33 +00:00
Trenton H 6a02b87dde Feature: Updates remote OCR parser to respect the OCR mode setting (#13408)
* Have the remote parser respect the provided produce_archive_file setting, as already determined via the consumer checks

* Updates the documentation to be correct about the respecting now

* merge conflict fixing
2026-08-11 19:23:46 +00:00
Trenton H 59a2651804 Fix: pass document chat queries as a QuerySet instead of a materialized list (#13638)
In tracemalloc based profiling, not materializing the whole Document list
reduced memory to approximately 20% of the baseline, with a peak memory
that scaled with the library size.  Now, the lazt queryset is used and only
the needed pk value is actually contributing to memory
2026-08-11 15:25:08 +00:00
Trenton H 5e5f6a88a3 Fix: deny deactivated users in permission filtering and auto-login (#13623)
* Fix: Hardening sweep, ensure a user is active, not just authenticated

* Missed this test
2026-08-10 02:25:06 +00:00
Trenton H c28c532bef Fix: check bulk mail delete permissions for the whole batch up front (#13620)
ProcessedMailViewSet.bulk_delete checked permissions inside the delete loop, so an unpermitted id returned 403 only after the mails ahead of it had already been deleted. Resolve the permitted set once via permitted_object_ids and reject before deleting anything, which also drops the per-mail permission queries.
2026-08-09 13:55:49 +00:00