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Co-authored-by: Crowdin Bot <support+bot@crowdin.com>

.github/DISCUSSION_TEMPLATE/feature-requests.yml

@@ -1,5 +1,23 @@
 title: "[Feature Request] "
 body:
+  - type: markdown
+    attributes:
+      value: |
+        #### Use of AI tools
+
+        If this request was generated, in whole or in part, by an AI tool or agent you **must** say so using the field below. Failing to clearly disclose this is a violation of our [Code of Conduct](https://github.com/paperless-ngx/paperless-ngx/blob/main/CODE_OF_CONDUCT.md).
+
+        The project prefers thoughtful, well-described ideas to AI-generated content. Please describe the problem, your use case, the desired behavior, and who would benefit.
+  - type: dropdown
+    id: ai-usage
+    attributes:
+      label: AI usage
+      description: Was any part of this request written by an AI tool or agent?
+      options:
+        - No AI tools were used
+        - Yes, AI tools helped write this request
+    validations:
+      required: true
   - type: textarea
     id: description
     attributes:

.github/DISCUSSION_TEMPLATE/support.yml

@@ -1,5 +1,21 @@
 title: "[Support] "
 body:
+  - type: markdown
+    attributes:
+      value: |
+        #### Use of AI tools
+
+        If this post was generated, in whole or in part, by an AI tool or agent you **must** say so using the field below. Failing to clearly disclose this is a violation of our [Code of Conduct](https://github.com/paperless-ngx/paperless-ngx/blob/main/CODE_OF_CONDUCT.md).
+  - type: dropdown
+    id: ai-usage
+    attributes:
+      label: AI usage
+      description: Was any part of this post written by an AI tool or agent?
+      options:
+        - No AI tools were used
+        - Yes, AI tools helped write this post
+    validations:
+      required: true
   - type: textarea
     id: description
     attributes:

.pre-commit-config.yaml

@@ -38,7 +38,7 @@ repos:
           - json
   # See https://github.com/prettier/prettier/issues/15742 for the fork reason
   - repo: https://github.com/rbubley/mirrors-prettier
-    rev: 'v3.9.9'
+    rev: 'v3.9.10'
     hooks:
       - id: prettier
         types_or:
@@ -46,16 +46,16 @@ repos:
           - ts
           - markdown
         additional_dependencies:
-          - prettier@3.9.9
+          - prettier@3.9.10
           - 'prettier-plugin-organize-imports@4.3.0'
   # Python hooks
   - repo: https://github.com/astral-sh/ruff-pre-commit
-    rev: v0.16.9
+    rev: v0.17.2
     hooks:
       - id: ruff-check
       - id: ruff-format
   - repo: https://github.com/tox-dev/pyproject-fmt
-    rev: "v2.29.4"
+    rev: "v2.30.3"
     hooks:
       - id: pyproject-fmt
         additional_dependencies: [tomli]

AGENTS.md

@@ -0,0 +1,44 @@
+# Guidance for AI agents
+
+Read [CONTRIBUTING.md](CONTRIBUTING.md) before working on this repository, especially [Use of AI Tools](CONTRIBUTING.md#use-of-ai-tools). These contribution rules apply to all agent-assisted work.
+
+## Contribution boundaries
+
+- Do not open or submit pull requests, including "on behalf of" a human. The project does not accept PRs from AI agents. Prepare local changes for a human to review, verify, and submit personally.
+- The project does not accept PRs that are entirely or mostly AI-derived. Human submission and disclosure do not override this rule.
+- AI-generated content must be clearly disclosed as described in the contributing guidelines. When handing work back to a human, identify what was generated or changed with AI assistance so they can disclose it accurately.
+- Trust matters. Encourage first-time contributors to discuss their proposed change before preparing a PR, especially for large changes or changes involving AI-generated code. New features and enhancements should almost always target an existing feature request with community interest and discussion.
+- The project prefers thoughtful, well-described ideas to AI-generated pull requests. Help contributors describe their problem, use case, desired behavior, and who would benefit. An implementation is not required for a valuable contribution, and a flawed implementation can obscure a useful idea before it receives proper discussion.
+- AI tools have lowered the effort needed to produce a PR, but reviewing and maintaining it still requires substantial work. Encourage discussion of the idea before investing in implementation and review.
+- Issue reports must describe observed behavior, reproduction steps, and relevant logs. Do not add speculative root causes, code analysis, or proposed fixes to agent-generated reports.
+
+## Security reports
+
+- AI-assisted security reports must meet the legitimacy and verification requirements in [SECURITY.md](SECURITY.md#ai-assisted-submissions). A human must verify a real Paperless-ngx code path, concrete reproduction steps, affected versions, and realistic security impact before submission.
+- Account for existing permission checks, configuration requirements, and trust boundaries. Speculation, scanner output, or concerns about third-party software or deployment choices without a demonstrated Paperless-ngx vulnerability do not meet this threshold and may be closed without extended discussion.
+- Disclose AI assistance and use the private vulnerability reporting channel specified in [SECURITY.md](SECURITY.md#reporting-a-vulnerability).
+
+## Working on changes
+
+- Read the relevant code, tests, and documentation before editing. Paperless-ngx is complex: trace interactions between affected components rather than assuming a change is isolated.
+- Keep changes focused on the requested work and follow existing patterns. Avoid unrelated refactoring, formatting, dependency updates, or generated-file changes.
+- Consider effects on permissions, document processing, background tasks, storage, and the API when those areas are involved.
+- Add or update meaningful tests for behavior changes and regressions. Do not weaken tests or checks to make a change pass.
+- Update user or developer documentation when behavior or setup changes.
+- Keep credentials and private documents out of commits, fixtures, logs, and examples.
+
+## Repository and validation
+
+- `src/`: Django back end.
+- `src-ui/`: Angular front end, managed with `pnpm`.
+- `docs/`: Documentation.
+- `docker/` and `scripts/`: Deployment and development tooling.
+- Base functional changes on `dev`; documentation-only changes may target `main`.
+
+Follow [the development documentation](docs/development.md) for environment setup and testing. Common checks after setup are:
+
+- Back end: run `uv run pytest` from `src/` (use a test path to focus on the affected area).
+- Front end: run `pnpm test` and `pnpm lint` from `src-ui/`.
+- Formatting and other pre-commit checks: run `uv run prek run --files <changed-files>` from the repository root.
+
+When handing work back, summarize the changes, the checks actually run and their results, and any remaining uncertainty. Clearly state when a check could not be run; do not claim verification that did not happen. The human contributor must understand and independently verify the contribution before submitting it.

CONTRIBUTING.md

@@ -4,6 +4,18 @@ If you feel like contributing to the project, please do! Bug fixes and improveme
 
 ⚠️ Please note: Pull requests that implement a new feature or enhancement _should almost always target an existing feature request_ with evidence of community interest and discussion. This is in order to balance the work of implementing and maintaining new features / enhancements. Pull requests that are opened without meeting this requirement may not be merged.
 
+## Trust and collaboration
+
+Paperless-ngx places a high value on trust between contributors and maintainers. If you have not contributed before, consider starting with a discussion before preparing a pull request, especially for a large contribution or one involving AI-generated code.
+
+Paperless-ngx is complex, and understanding how its components interact takes time. A change that appears correct in isolation can have consequences elsewhere in the application. Contributors should understand the code they submit, explain how it fits into the project, and work with maintainers through review. Starting with smaller, focused contributions can help build that understanding and trust.
+
+We prefer thoughtful, well-described ideas to AI-generated pull requests. You do not need to supply an implementation for your contribution to be valuable. Explain the problem you have encountered, your use case, the behavior you would like to see, and who would benefit. Concrete examples, alternatives you have considered, and relevant constraints help the community discuss and refine the idea.
+
+AI tools have lowered the effort needed to produce a pull request, but evaluating one still requires substantial maintainer time. Maintainers still need to establish whether the implementation is correct, fits the project, and can be maintained over time.
+
+A flawed implementation can also obscure a good idea: discussion becomes focused on problems with the generated code before the community has considered whether the underlying proposal is useful. Starting with the idea gives it a fair discussion on its own merits and lets contributors and maintainers agree on an approach before investing in implementation and review.
+
 If you want to implement something big:
 
 - As above, please start with a discussion! Maybe something similar is already in development and we can make it happen together.
@@ -61,9 +73,10 @@ This project does not specifically prohibit the use of AI tools or agents _durin
 
 1. Any content — code, pull request descriptions, issue reports or comments — that was generated in whole or in part by an AI tool or agent **must be clearly disclosed as such**. Failing to clearly disclose this is considered a violation of our [Code of Conduct](CODE_OF_CONDUCT.md) and may result in your contributions being closed and further action being taken.
 2. AI-generated code must not violate copyright protections.
-3. We will not accept PRs that are entirely or mostly AI-derived.
+3. We will not accept PRs opened or submitted by AI agents, including agents acting "on behalf of" a human. A human contributor must personally review, verify, and submit the contribution and take responsibility for it throughout review.
-4. Issue reports must describe _observed behavior only_: what happened, how to reproduce it and the relevant logs. Reports generated by an AI agent should not include code analysis, speculation about the root cause or suggest fixes.
+4. We will not accept PRs that are entirely or mostly AI-derived.
-5. Contributors are responsible for everything they submit, regardless of how it was produced. Please do not open issues or PRs you have not verified yourself.
+5. Issue reports must describe _observed behavior only_: what happened, how to reproduce it and the relevant logs. Reports generated by an AI agent should not include code analysis, speculation about the root cause or suggest fixes.
+6. Contributors are responsible for everything they submit, regardless of how it was produced. Please do not open issues or PRs you have not verified yourself.
 
 # Translating Paperless-ngx
 

docs/administration.md

@@ -565,6 +565,8 @@ Specify `rebuild` to build the index from scratch from all documents in the data
 this the first time you enable the feature, or after changing the embedding backend or
 model.
 
+When using the `huggingface` embedding backend, a model that is already downloaded is loaded from the local cache without contacting the Hugging Face Hub. Only `rebuild` checks the Hub for a newer revision of the model, so a model update is picked up together with re-embedding every document. If the model is not cached yet, it is downloaded on first use.
+
 Specify `update` to incrementally index new and changed documents. This is what the
 scheduled task runs.
 

docs/configuration.md

@@ -501,20 +501,20 @@ See the [Django project documentation on the settings](https://docs.djangoprojec
 
 #### [`PAPERLESS_ALLOWED_HOSTS=<comma-separated-list>`](#PAPERLESS_ALLOWED_HOSTS) {#PAPERLESS_ALLOWED_HOSTS}
 
-: If you're planning on putting Paperless on the open internet, then
+: If you expose Paperless to the internet, set `PAPERLESS_URL` to its public URL
-you really should set this value to the domain name you're using.
+or list its public hostname in `PAPERLESS_ALLOWED_HOSTS` to help protect against
-Failing to do so leaves you open to HTTP host header attacks.
+HTTP Host header attacks.
 You can read more about this in [the Django project's documentation](https://docs.djangoproject.com/en/4.1/topics/security/#host-header-validation)
 
-    Just remember that this is a comma-separated list, so
+    Separate multiple hostnames with commas, as in `example.com,www.example.com`.
-    "example.com" is fine, as is "example.com,www.example.com", but
-    NOT " example.com" or "example.com,"
 
-    Can also be set using PAPERLESS_URL (see above).
+    - With neither setting configured, Paperless accepts any host.
-
+    - With only `PAPERLESS_URL` set, Paperless accepts the hostname from that URL
-    "localhost" is always allowed for docker healthcheck
+      and `localhost` (used by the Docker health check).
-
+    - `PAPERLESS_ALLOWED_HOSTS` adds hosts to `localhost` and the hostname from
-    Defaults to "\*", which is all hosts.
+      `PAPERLESS_URL`, if set. A blank list adds no hosts.
+    - With `PAPERLESS_ALLOWED_HOSTS=*`, Paperless accepts any host, even when
+      `PAPERLESS_URL` is set.
 
 #### [`PAPERLESS_CORS_ALLOWED_HOSTS=<comma-separated-list>`](#PAPERLESS_CORS_ALLOWED_HOSTS) {#PAPERLESS_CORS_ALLOWED_HOSTS}
 
@@ -873,6 +873,14 @@ If both the [PAPERLESS_ACCOUNT_DEFAULT_GROUPS](#PAPERLESS_ACCOUNT_DEFAULT_GROUPS
 
     Defaults to 1209600 (2 weeks)
 
+#### [`PAPERLESS_SESSION_CLEANUP_TASK_CRON=<cron expression>`](#PAPERLESS_SESSION_CLEANUP_TASK_CRON) {#PAPERLESS_SESSION_CLEANUP_TASK_CRON}
+
+: Configures the schedule to remove expired sessions from the session store.
+Django does not prune these automatically, so without this they would
+accumulate indefinitely.
+
+    Defaults to `0 3 * * *`, once per day at 03:00.
+
 #### [`PAPERLESS_TOKEN_THROTTLE_RATE=<rate>`](#PAPERLESS_TOKEN_THROTTLE_RATE) {#PAPERLESS_TOKEN_THROTTLE_RATE}
 
 : Rate limit for the API token authentication endpoint (`/api/token/`), used to mitigate brute-force login attempts.
@@ -1149,6 +1157,9 @@ they use underscores instead of dashes.
         be changed by trusted users. This applies to the `AppConfig` permission as well,
         which allows setting these arguments from the UI.
 
+        Arguments paperless manages itself (`input_file_or_options`, `output_file`
+        and `sidecar`) are rejected by the API and ignored if set here.
+
     Specify arguments as a JSON dictionary. Keep note of lower case
     booleans and double quoted parameter names and strings. Examples:
 

docs/usage.md

@@ -493,7 +493,7 @@ fields and permissions, which will be merged.
 
 #### Types {#workflow-trigger-types}
 
-Currently, there are four events that correspond to workflow trigger 'types':
+Currently, there are five events that correspond to workflow trigger 'types':
 
 1. **Consumption Started**: _before_ a document is consumed, so events can include filters by source (mail, consumption
    folder or API), file path, file name, mail rule
@@ -505,8 +505,10 @@ Currently, there are four events that correspond to workflow trigger 'types':
 4. **Scheduled**: a scheduled trigger that can be used to run workflows at a specific time. The date used can be either the document
    added, created, updated date or you can specify a (date) custom field. You can also specify a day offset from the date (positive
    offsets will trigger after the date, negative offsets will trigger before).
+5. **Manual**: a trigger that only runs when you explicitly choose to run the workflow against one or more existing documents. See
+   [running a workflow manually](#running-a-workflow-manually) below.
 
-The following flow diagram illustrates the four document trigger types:
+The following flow diagram illustrates the document trigger types:
 
 ```mermaid
 flowchart TD
@@ -526,6 +528,10 @@ flowchart TD
     matching
     trigger(s)"}
 
+    manual{"Matching
+    'Manual'
+    trigger(s)"}
+
     A[New Document] --> consumption
     consumption --> |Yes| C[Workflow Actions Run]
     consumption --> |No| D
@@ -543,6 +549,10 @@ flowchart TD
     scheduled --> |Yes| N[Workflow Actions Run]
     scheduled --> |No| O[Document Saved]
     N --> O
+    P[User Runs Workflow] --> manual
+    manual --> |Yes| Q[Workflow Actions Run]
+    manual --> |No| R[Document Saved]
+    Q --> R
 ```
 
 #### Filters {#workflow-trigger-filters}
@@ -554,9 +564,9 @@ Workflows allow you to filter by:
 - File path, including wildcards. Note that enabling `PAPERLESS_CONSUMER_RECURSIVE` would allow, for
   example, automatically assigning documents to different owners based on the upload directory.
 - Mail rule. Choosing this option will force 'mail fetch' to be the workflow source.
-- Content matching (`Added`, `Updated` and `Scheduled` triggers only). Filter document content using the matching settings.
+- Content matching (`Added`, `Updated`, `Scheduled` and `Manual` triggers only). Filter document content using the matching settings.
 
-There are also 'advanced' filters available for `Added`, `Updated` and `Scheduled` triggers:
+There are also 'advanced' filters available for `Added`, `Updated`, `Scheduled` and `Manual` triggers:
 
 - Any Tags: Filter for documents with any of the specified tags.
 - All Tags: Filter for documents with all of the specified tags.
@@ -569,6 +579,22 @@ There are also 'advanced' filters available for `Added`, `Updated` and `Schedule
 - Not Storage paths: Filter documents without any of these storage paths.
 - Custom field query: Filter documents with a custom field query (the same as used for the document list filters).
 
+#### Running a workflow manually {#running-a-workflow-manually}
+
+A workflow with a **Manual** trigger does not run automatically. Instead, it can be run on demand against existing
+documents from the web UI:
+
+- From the document list, select one or more documents and choose **Run workflow** from the "Actions" menu.
+- From an individual document, choose **Run workflow** from the "Actions" menu.
+
+You will be asked which workflow to run. From the document list, the workflow's trigger filters apply by default, so
+documents that do not match are skipped. You can choose to **run on all selected documents** to ignore the filters.
+From an individual document, the option to ignore trigger filters is selected by default. Clear it to run the workflow
+only if the document matches its trigger filters.
+
+Manual runs happen in the background. As with scheduled workflows, the document list is not refreshed automatically when
+they finish, so you may need to reload the list to see the results.
+
 ### Workflow Actions
 
 #### Types {#workflow-action-types}
@@ -649,7 +675,7 @@ new version of the same document, this time with normal OCR/text extraction appl
 a password-protected file added with this trigger will briefly exist as an un-OCR'd version before
 the properly processed version is created.
 
-**Document Added**, **Document Updated**, **Scheduled**: these triggers run against a document that
+**Document Added**, **Document Updated**, **Scheduled**, **Manual**: these triggers run against a document that
 already exists, so password removal happens immediately: the decrypted content is queued for
 consumption as a new version right away. Note that if the document's initial consumption also
 happened while it was still encrypted, that original version will likewise be missing OCR text.

pyproject.toml

@@ -212,12 +212,7 @@ extend-select = [
   "UP",   # https://docs.astral.sh/ruff/rules/#pyupgrade-up
   "W",    # https://docs.astral.sh/ruff/rules/#pycodestyle-e-w
 ]
-ignore = [
+ignore = [ "DJ001", "ICN001", "PLC0415", "RUF012", "SIM105" ]
-  "DJ001",
-  "PLC0415",
-  "RUF012",
-  "SIM105",
-]
 # Migrations
 per-file-ignores."*/migrations/*.py" = [
   "E501",

src-ui/src/app/components/admin/tasks/tasks.component.spec.ts

@@ -7,10 +7,15 @@ import {
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule } from '@angular/forms'
 import { By } from '@angular/platform-browser'
-import { Router } from '@angular/router'
+import {
+  ActivatedRoute,
+  convertToParamMap,
+  ParamMap,
+  Router,
+} from '@angular/router'
 import { RouterTestingModule } from '@angular/router/testing'
 import { NgbModal, NgbModalRef, NgbModule } from '@ng-bootstrap/ng-bootstrap'
-import { of, throwError } from 'rxjs'
+import { BehaviorSubject, of, throwError } from 'rxjs'
 import { routes } from 'src/app/app-routing.module'
 import {
   PaperlessTask,
@@ -159,6 +164,7 @@ const sectionCountResponse = {
 }
 
 describe('TasksComponent', () => {
+  let queryParams: BehaviorSubject<ParamMap>
   let component: TasksComponent
   let fixture: ComponentFixture<TasksComponent>
   let tasksService: TasksService
@@ -169,6 +175,7 @@ describe('TasksComponent', () => {
   let toastService: ToastService
 
   beforeEach(async () => {
+    queryParams = new BehaviorSubject(convertToParamMap({}))
     TestBed.configureTestingModule({
       imports: [
         NgbModule,
@@ -181,6 +188,17 @@ describe('TasksComponent', () => {
         ConfirmDialogComponent,
       ],
       providers: [
+        {
+          provide: ActivatedRoute,
+          useValue: {
+            queryParamMap: queryParams.asObservable(),
+            snapshot: {
+              get queryParamMap() {
+                return queryParams.value
+              },
+            },
+          },
+        },
         {
           provide: PermissionsService,
           useValue: {
@@ -219,7 +237,11 @@ describe('TasksComponent', () => {
   })
 
   // answers task list requests with the fixture tasks matching their status filter
-  function flushTaskLists(pageSize: number, count?: number) {
+  function flushTaskLists(
+    pageSize: number,
+    count?: number,
+    filteredTasks: PaperlessTask[] = tasks
+  ) {
     httpTestingController
       .match(
         (req) =>
@@ -228,7 +250,9 @@ describe('TasksComponent', () => {
       )
       .forEach((req) => {
         const statuses = req.request.params.getAll('status')
-        const results = tasks.filter((task) => statuses.includes(task.status))
+        const results = filteredTasks.filter((task) =>
+          statuses.includes(task.status)
+        )
         req.flush({ count: count ?? results.length, results })
       })
   }
@@ -238,6 +262,71 @@ describe('TasksComponent', () => {
     flushTaskLists(25, count)
   }
 
+  it('consumes a task link on load into the normal resettable Task ID filter', () => {
+    jest
+      .spyOn(tasksService, 'list')
+      .mockReturnValue(of({ count: 0, results: [] }))
+    jest
+      .spyOn(tasksService, 'statusCounts')
+      .mockReturnValue(of(sectionCountResponse))
+    jest.spyOn(router, 'navigate').mockResolvedValue(true)
+    queryParams.next(convertToParamMap({ task_id: 'linked-task' }))
+    fixture.destroy()
+    fixture = TestBed.createComponent(TasksComponent)
+    component = fixture.componentInstance
+    fixture.detectChanges()
+    expect(router.navigate).toHaveBeenCalledTimes(1)
+    expect(router.navigate).toHaveBeenCalledWith(
+      [],
+      expect.objectContaining({
+        queryParams: { task_id: null },
+        replaceUrl: true,
+      })
+    )
+    expect(component.filterTargetName).toBe('Task ID')
+    expect(component.filterText).toBe('linked-task')
+    expect(component.isFiltered).toBe(true)
+    component.setSection(TaskSection.InProgress)
+    expect(tasksService.list).toHaveBeenLastCalledWith(1, 25, {
+      task_id: 'linked-task',
+      status: [PaperlessTaskStatus.Pending, PaperlessTaskStatus.Started],
+    })
+    component.resetFilters()
+    expect(component.filterText).toBe('')
+    expect(component.isFiltered).toBe(false)
+    expect(tasksService.list).toHaveBeenLastCalledWith(1, 25, {
+      acknowledged: false,
+      status: [PaperlessTaskStatus.Pending, PaperlessTaskStatus.Started],
+    })
+    expect(router.navigate).toHaveBeenCalledTimes(1)
+  })
+
+  it('supports manually filtering by Task ID and clearing the text filter', () => {
+    jest
+      .spyOn(tasksService, 'list')
+      .mockReturnValue(of({ count: 0, results: [] }))
+    jest
+      .spyOn(tasksService, 'statusCounts')
+      .mockReturnValue(of(sectionCountResponse))
+    component.setSection(TaskSection.InProgress)
+    component.setFilterTarget(TaskFilterTargetID.TaskId)
+    component.filterText = tasks[0].task_id
+    jest.advanceTimersByTime(150)
+    expect(tasksService.list).toHaveBeenLastCalledWith(1, 25, {
+      task_id: tasks[0].task_id,
+      status: [PaperlessTaskStatus.Pending, PaperlessTaskStatus.Started],
+    })
+    component.pagedTasks.set(tasks)
+    expect(component.tasksForSection(TaskSection.NeedsAttention)).toEqual([
+      tasks[0],
+    ])
+    component.resetFilter()
+    expect(tasksService.list).toHaveBeenLastCalledWith(1, 25, {
+      acknowledged: false,
+      status: [PaperlessTaskStatus.Pending, PaperlessTaskStatus.Started],
+    })
+  })
+
   it('should display task sections with counts', () => {
     expect(component.selectedSection).toBe(TaskSection.All)
     expect(component.selectedTaskType).toBeNull()
@@ -771,6 +860,7 @@ describe('TasksComponent', () => {
     input.nativeElement.value = '191092'
     input.nativeElement.dispatchEvent(new Event('input'))
     jest.advanceTimersByTime(150)
+    flushTaskLists(10, undefined, [tasks[1]])
     fixture.detectChanges()
     expect(component.filterText).toEqual('191092')
     expect(component.tasksForSection(TaskSection.NeedsAttention)).toHaveLength(
@@ -782,6 +872,7 @@ describe('TasksComponent', () => {
     component.setSection(TaskSection.InProgress)
     component.filterText = 'system'
     jest.advanceTimersByTime(150)
+    flushTaskLists(25, undefined, [tasks[6]])
 
     expect(component.tasksForSection(TaskSection.InProgress)).toHaveLength(1)
     expect(component.tasksForSection(TaskSection.InProgress)[0].task_type).toBe(
@@ -815,6 +906,7 @@ describe('TasksComponent', () => {
     input.nativeElement.value = 'duplicate'
     input.nativeElement.dispatchEvent(new Event('input'))
     jest.advanceTimersByTime(150)
+    flushTaskLists(25, undefined, [tasks[0], tasks[1]])
     fixture.detectChanges()
     expect(component.filterText).toEqual('duplicate')
     expect(component.tasksForSection(TaskSection.NeedsAttention)).toHaveLength(
@@ -822,6 +914,53 @@ describe('TasksComponent', () => {
     )
   })
 
+  it('should show server-matched names when the displayed source is translated', () => {
+    component.setSection(TaskSection.InProgress)
+    flushTaskLists(25)
+    component.filterText = 'email'
+    jest.advanceTimersByTime(150)
+
+    const request = httpTestingController.expectOne(
+      (req) =>
+        req.url === `${environment.apiBaseUrl}tasks/` &&
+        req.params.get('name') === 'email' &&
+        req.params.get('page_size') === '25'
+    )
+    const translatedTask = {
+      ...tasks[5],
+      trigger_source_display: 'E-Mail',
+    }
+    request.flush({ count: 1, results: [translatedTask] })
+    fixture.detectChanges()
+
+    expect(component.totalTasks()).toBe(1)
+    expect(component.visibleTasks).toEqual([translatedTask])
+  })
+
+  it('should show server-matched duplicates when the displayed result is translated', () => {
+    component.setSection(TaskSection.NeedsAttention)
+    flushTaskLists(25)
+    jest
+      .spyOn(component, 'taskResultMessage')
+      .mockReturnValue('Duplikat von Document #311')
+    component.setFilterTarget(TaskFilterTargetID.Result)
+    component.filterText = 'duplicate'
+    jest.advanceTimersByTime(150)
+
+    const request = httpTestingController.expectOne(
+      (req) =>
+        req.url === `${environment.apiBaseUrl}tasks/` &&
+        req.params.get('result') === 'duplicate' &&
+        req.params.get('page_size') === '25'
+    )
+    request.flush({ count: 1, results: [tasks[1]] })
+    fixture.detectChanges()
+
+    expect(component.totalTasks()).toBe(1)
+    expect(component.visibleTasks).toEqual([tasks[1]])
+    expect(fixture.nativeElement.textContent).toContain('191092.pdf')
+  })
+
   it('should prefer explicit reason in the result message', () => {
     expect(
       component.taskResultMessage({

src-ui/src/app/components/admin/tasks/tasks.component.ts

@@ -1,7 +1,7 @@
 import { JsonPipe, NgTemplateOutlet } from '@angular/common'
 import { Component, inject, OnDestroy, OnInit, signal } from '@angular/core'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
-import { Router, RouterLink } from '@angular/router'
+import { ActivatedRoute, Router, RouterLink } from '@angular/router'
 import {
   NgbCollapseModule,
   NgbDropdownModule,
@@ -47,11 +47,13 @@ export enum TaskSection {
 export enum TaskFilterTargetID {
   Name,
   Result,
+  TaskId,
 }
 
 const FILTER_TARGETS = [
   { id: TaskFilterTargetID.Name, name: $localize`Name` },
   { id: TaskFilterTargetID.Result, name: $localize`Result` },
+  { id: TaskFilterTargetID.TaskId, name: $localize`Task ID` },
 ]
 
 const SECTION_LABELS = {
@@ -161,6 +163,7 @@ export class TasksComponent
   tasksService = inject(TasksService)
   private modalService = inject(NgbModal)
   private readonly router = inject(Router)
+  private readonly route = inject(ActivatedRoute)
   private readonly toastService = inject(ToastService)
 
   readonly TaskSection = TaskSection
@@ -275,6 +278,17 @@ export class TasksComponent
   }
 
   ngOnInit() {
+    const taskId = this.route.snapshot.queryParamMap.get('task_id')
+    if (taskId) {
+      this.filterTargetID = TaskFilterTargetID.TaskId
+      this._filterText = taskId
+      this.router.navigate([], {
+        relativeTo: this.route,
+        queryParams: { task_id: null },
+        queryParamsHandling: 'merge',
+        replaceUrl: true,
+      })
+    }
     this.tasksService.reload()
     this.reloadPage()
     timer(5000, 5000)
@@ -636,17 +650,12 @@ export class TasksComponent
 
     const query = this._filterText.toLowerCase()
 
-    if (this.filterTargetID == TaskFilterTargetID.Name) {
+    if (this.filterTargetID === TaskFilterTargetID.TaskId) {
-      return [
+      return task.task_id.toLowerCase() === query
-        this.taskDisplayName(task),
-        task.task_type_display,
-        task.trigger_source_display,
-      ]
-        .filter(Boolean)
-        .some((value) => value.toLowerCase().includes(query))
     }
 
-    return this.taskResultMessage(task)?.toLowerCase().includes(query) ?? false
+    // Text filtering now handled API-side
+    return true
   }
 
   private tasksForOptionCounts({
@@ -706,9 +715,15 @@ export class TasksComponent
     }
 
     if (this._filterText.length) {
-      params[
+      const parameter = {
-        this.filterTargetID === TaskFilterTargetID.Name ? 'name' : 'result'
+        [TaskFilterTargetID.Name]: 'name',
-      ] = this._filterText
+        [TaskFilterTargetID.Result]: 'result',
+        [TaskFilterTargetID.TaskId]: 'task_id',
+      }[this.filterTargetID]
+      params[parameter] = this._filterText
+      if (this.filterTargetID === TaskFilterTargetID.TaskId) {
+        delete params.acknowledged
+      }
     }
 
     return params

src-ui/src/app/components/app-frame/app-frame.component.spec.ts

@@ -11,8 +11,10 @@ import { ActivatedRoute, Router } from '@angular/router'
 import { RouterTestingModule } from '@angular/router/testing'
 import { NgbModal, NgbModalModule, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { provideUiTour } from 'ngx-ui-tour-ng-bootstrap'
-import { of, throwError } from 'rxjs'
+import { of, Subject, throwError } from 'rxjs'
 import { routes } from 'src/app/app-routing.module'
+import { BulkOperationStatus } from 'src/app/data/bulk-operation'
+import { PaperlessTaskStatus } from 'src/app/data/paperless-task'
 import { SavedView } from 'src/app/data/saved-view'
 import { HideableSidebarItemID, SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
@@ -21,10 +23,11 @@ import {
   DjangoMessageLevel,
   DjangoMessagesService,
 } from 'src/app/services/django-messages.service'
+import { DocumentListViewService } from 'src/app/services/document-list-view.service'
 import { OpenDocumentsService } from 'src/app/services/open-documents.service'
 import {
-  PermissionType,
   PermissionsService,
+  PermissionType,
 } from 'src/app/services/permissions.service'
 import { RemoteVersionService } from 'src/app/services/rest/remote-version.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
@@ -95,6 +98,7 @@ describe('AppFrameComponent', () => {
   let savedViewSpy
   let modalService: NgbModal
   let maybeRefreshSpy
+  let bulkEvents: Subject<BulkOperationStatus>
   let tasksService: TasksService
 
   beforeEach(async () => {
@@ -182,6 +186,10 @@ describe('AppFrameComponent', () => {
     savedViewSpy = jest.spyOn(savedViewService, 'reload')
     maybeRefreshSpy = jest.spyOn(savedViewService, 'maybeRefreshDocumentCounts')
 
+    bulkEvents = new Subject<BulkOperationStatus>()
+    jest
+      .spyOn(TestBed.inject(WebsocketStatusService), 'onBulkOperationStatus')
+      .mockReturnValue(bulkEvents.asObservable())
     fixture = TestBed.createComponent(AppFrameComponent)
     component = fixture.componentInstance
 
@@ -190,6 +198,78 @@ describe('AppFrameComponent', () => {
     fixture.detectChanges()
   })
 
+  it('refreshes and notifies on completion without client-side task tracking', () => {
+    const list = TestBed.inject(DocumentListViewService)
+    const reload = jest.spyOn(list, 'reload').mockImplementation(() => {})
+    jest.spyOn(list, 'reduceSelectionToFilter').mockImplementation(() => {})
+    const tasksReload = jest
+      .spyOn(tasksService, 'reload')
+      .mockImplementation(() => {})
+    const success = jest.spyOn(toastService, 'showSuccess')
+    const refresh = jest
+      .spyOn(openDocumentsService, 'refreshDocument')
+      .mockImplementation(() => {})
+    jest
+      .spyOn(openDocumentsService, 'getOpenDocuments')
+      .mockReturnValue([document])
+    tasksReload.mockClear()
+    maybeRefreshSpy.mockClear()
+    bulkEvents.next({
+      task_id: 'bulk-task',
+      operation: 'set_permissions',
+      status: PaperlessTaskStatus.Started,
+    })
+    expect(reload).not.toHaveBeenCalled()
+    bulkEvents.next({
+      task_id: 'bulk-task',
+      operation: 'set_permissions',
+      status: PaperlessTaskStatus.Success,
+    })
+    expect(reload).toHaveBeenCalledTimes(1)
+    expect(reload).toHaveBeenCalledWith(null, false)
+    expect(refresh).toHaveBeenCalledWith(document.id)
+    expect(maybeRefreshSpy).toHaveBeenCalledTimes(1)
+    expect(tasksReload).toHaveBeenCalledTimes(1)
+    expect(success).toHaveBeenCalledWith('Bulk operation completed.')
+    fixture.destroy()
+    bulkEvents.next({
+      task_id: 'bulk-task',
+      operation: 'set_permissions',
+      status: PaperlessTaskStatus.Success,
+    })
+    expect(reload).toHaveBeenCalledTimes(1)
+  })
+
+  it('refreshes and reports failed or revoked bulk operations', () => {
+    const list = TestBed.inject(DocumentListViewService)
+    const reload = jest.spyOn(list, 'reload').mockImplementation(() => {})
+    jest.spyOn(list, 'reduceSelectionToFilter').mockImplementation(() => {})
+    jest.spyOn(tasksService, 'reload').mockImplementation(() => {})
+    const error = jest.spyOn(toastService, 'showError')
+    const success = jest.spyOn(toastService, 'showSuccess')
+    for (const status of [
+      PaperlessTaskStatus.Failure,
+      PaperlessTaskStatus.Revoked,
+    ]) {
+      bulkEvents.next({
+        task_id: 'bulk-task',
+        operation: 'set_permissions',
+        status,
+        error:
+          status === PaperlessTaskStatus.Revoked
+            ? 'Task expired before execution.'
+            : 'Could not update',
+      })
+    }
+    expect(reload).toHaveBeenCalledTimes(2)
+    expect(error).toHaveBeenCalledWith(expect.any(String), 'Could not update')
+    expect(error).toHaveBeenCalledWith(
+      'Bulk operation revoked.',
+      'Task expired before execution.'
+    )
+    expect(success).not.toHaveBeenCalled()
+  })
+
   it('should initialize the saved view service', () => {
     expect(savedViewSpy).toHaveBeenCalled()
   })

src-ui/src/app/components/app-frame/app-frame.component.ts

@@ -8,12 +8,14 @@ import {
 import { NgClass } from '@angular/common'
 import {
   Component,
+  DestroyRef,
   HostListener,
   inject,
   OnInit,
   signal,
   viewChild,
 } from '@angular/core'
+import { takeUntilDestroyed } from '@angular/core/rxjs-interop'
 import { FormsModule } from '@angular/forms'
 import { ActivatedRoute, Router, RouterModule } from '@angular/router'
 import {
@@ -24,10 +26,11 @@ import {
   NgbPopoverModule,
 } from '@ng-bootstrap/ng-bootstrap'
 import { TourNgBootstrap } from 'ngx-ui-tour-ng-bootstrap'
-import { Observable } from 'rxjs'
+import { filter, Observable } from 'rxjs'
 import { first } from 'rxjs/operators'
 import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
 import { Document } from 'src/app/data/document'
+import { PaperlessTaskStatus } from 'src/app/data/paperless-task'
 import { SavedView } from 'src/app/data/saved-view'
 import {
   CollapsibleSection,
@@ -41,6 +44,7 @@ import {
   DjangoMessageLevel,
   DjangoMessagesService,
 } from 'src/app/services/django-messages.service'
+import { DocumentListViewService } from 'src/app/services/document-list-view.service'
 import { OpenDocumentsService } from 'src/app/services/open-documents.service'
 import {
   PermissionAction,
@@ -101,6 +105,8 @@ export class AppFrameComponent
   extends ComponentWithPermissions
   implements OnInit, ComponentCanDeactivate
 {
+  private destroyRef = inject(DestroyRef)
+  private documentList = inject(DocumentListViewService)
   router = inject(Router)
   private activatedRoute = inject(ActivatedRoute)
   private openDocumentsService = inject(OpenDocumentsService)
@@ -164,6 +170,46 @@ export class AppFrameComponent
   }
 
   ngOnInit(): void {
+    this.websocketStatusService
+      .onBulkOperationStatus()
+      .pipe(
+        filter(({ status }) =>
+          [
+            PaperlessTaskStatus.Success,
+            PaperlessTaskStatus.Failure,
+            PaperlessTaskStatus.Revoked,
+          ].includes(status)
+        ),
+        takeUntilDestroyed(this.destroyRef)
+      )
+      .subscribe(({ status, error }) => {
+        this.documentList.reload(null, false)
+        this.documentList.reduceSelectionToFilter()
+        // maybe someday we can optimize to only refresh affected documents
+        this.openDocumentsService.getOpenDocuments().forEach((doc) => {
+          this.openDocumentsService.refreshDocument(doc.id)
+        })
+        this.savedViewService.maybeRefreshDocumentCounts()
+        if (
+          this.permissionsService.currentUserCan(
+            PermissionAction.View,
+            PermissionType.PaperlessTask
+          )
+        ) {
+          this.tasksService.reload()
+        }
+        if (status === PaperlessTaskStatus.Success) {
+          this.toastService.showSuccess($localize`Bulk operation completed.`)
+        } else if (status === PaperlessTaskStatus.Revoked) {
+          this.toastService.showError($localize`Bulk operation revoked.`, error)
+        } else {
+          this.toastService.showError(
+            $localize`Bulk operation failed. Some changes may already have been applied.`,
+            error
+          )
+        }
+      })
+
     this.lastScrollY = window.scrollY
     this.detectClassicScrollbars()
 

src-ui/src/app/components/common/bootstrap-icon/icons.ts

@@ -118,6 +118,7 @@ import personFill from 'bootstrap-icons/icons/person-fill.svg'
 import personLock from 'bootstrap-icons/icons/person-lock.svg'
 import personSquare from 'bootstrap-icons/icons/person-square.svg'
 import person from 'bootstrap-icons/icons/person.svg'
+import playCircle from 'bootstrap-icons/icons/play-circle.svg'
 import playFill from 'bootstrap-icons/icons/play-fill.svg'
 import plusCircle from 'bootstrap-icons/icons/plus-circle.svg'
 import plus from 'bootstrap-icons/icons/plus.svg'
@@ -279,6 +280,7 @@ export const icons: Record<string, string> = {
   personFillLock,
   personLock,
   personSquare,
+  playCircle,
   playFill,
   plus,
   plusCircle,

src-ui/src/app/components/common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component.html

@@ -0,0 +1,37 @@
+<div class="modal-header">
+  <h4 class="modal-title" id="modal-basic-title">{{title}}</h4>
+  <button type="button" class="btn-close" aria-label="Close" (click)="cancel()">
+  </button>
+</div>
+<div class="modal-body">
+  @if (message) {
+    <p class="text-break" [innerHTML]="message"></p>
+  }
+  <div class="mb-3">
+    <label class="form-label" for="runWorkflowSelect" i18n>Workflow</label>
+    <select class="form-select" id="runWorkflowSelect" [(ngModel)]="workflowId" (ngModelChange)="workflowSelected()">
+      <option [ngValue]="null" disabled i18n>Select a workflow</option>
+      @for (workflow of workflows; track workflow.id) {
+        <option [ngValue]="workflow.id">{{workflow.name}}</option>
+      }
+    </select>
+  </div>
+  <div class="form-check">
+    <input class="form-check-input" type="checkbox" id="runWorkflowForce" [(ngModel)]="force" />
+    @if (singleDocument) {
+      <label class="form-check-label" for="runWorkflowForce" i18n>Run on this document regardless of trigger filters</label>
+      <div class="form-text" i18n>Ignore the workflow's trigger filters for this document.</div>
+    } @else {
+      <label class="form-check-label" for="runWorkflowForce" i18n>Run on all selected documents</label>
+      <div class="form-text" i18n>Ignore the workflow's trigger filters and run on every selected document.</div>
+    }
+  </div>
+</div>
+<div class="modal-footer">
+  <button type="button" class="btn" [class]="cancelBtnClass" (click)="cancel()" [disabled]="!buttonsEnabled">
+    <span class="d-inline-block" style="padding-bottom: 1px;">{{cancelBtnCaption}}</span>
+  </button>
+  <button type="button" class="btn" [class]="btnClass" (click)="confirm()" [disabled]="!confirmButtonEnabled || !buttonsEnabled">
+    {{btnCaption}}
+  </button>
+</div>

src-ui/src/app/components/common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component.spec.ts

@@ -0,0 +1,63 @@
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import { RunWorkflowConfirmDialogComponent } from './run-workflow-confirm-dialog.component'
+
+describe('RunWorkflowConfirmDialogComponent', () => {
+  let component: RunWorkflowConfirmDialogComponent
+  let fixture: ComponentFixture<RunWorkflowConfirmDialogComponent>
+
+  beforeEach(async () => {
+    TestBed.configureTestingModule({
+      providers: [NgbActiveModal],
+      imports: [RunWorkflowConfirmDialogComponent],
+    }).compileComponents()
+
+    fixture = TestBed.createComponent(RunWorkflowConfirmDialogComponent)
+    component = fixture.componentInstance
+    component.workflows = [{ id: 5, name: 'Manual workflow' } as any]
+    fixture.detectChanges()
+  })
+
+  it('should disable confirm until a workflow is selected and not force by default', () => {
+    expect(component.confirmButtonEnabled).toBeFalsy()
+    expect(component.force).toBeFalsy()
+
+    component.workflowId = 5
+    component.workflowSelected()
+    expect(component.confirmButtonEnabled).toBeTruthy()
+
+    component.workflowId = null
+    component.workflowSelected()
+    expect(component.confirmButtonEnabled).toBeFalsy()
+  })
+
+  it('should render an option per workflow', () => {
+    const options = fixture.nativeElement.querySelectorAll(
+      '#runWorkflowSelect option'
+    )
+    // placeholder option + one per workflow
+    expect(options).toHaveLength(2)
+    expect(options[1].textContent).toContain('Manual workflow')
+  })
+
+  it('should describe the checkbox for a selection or a single document', async () => {
+    const checkbox = fixture.nativeElement.querySelector('#runWorkflowForce')
+    expect(checkbox.checked).toBe(false)
+    expect(fixture.nativeElement.textContent).toContain(
+      'Run on all selected documents'
+    )
+
+    component.singleDocument = true
+    component.force = true
+    fixture.detectChanges()
+    await fixture.whenStable()
+    fixture.detectChanges()
+    expect(checkbox.checked).toBe(true)
+    expect(fixture.nativeElement.textContent).toContain(
+      'Run on this document regardless of trigger filters'
+    )
+    expect(fixture.nativeElement.textContent).not.toContain(
+      'Run on all selected documents'
+    )
+  })
+})

src-ui/src/app/components/common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component.ts

@@ -0,0 +1,26 @@
+import { Component } from '@angular/core'
+import { FormsModule } from '@angular/forms'
+import { Workflow } from 'src/app/data/workflow'
+import { ConfirmDialogComponent } from '../confirm-dialog.component'
+
+@Component({
+  selector: 'pngx-run-workflow-confirm-dialog',
+  templateUrl: './run-workflow-confirm-dialog.component.html',
+  imports: [FormsModule],
+})
+export class RunWorkflowConfirmDialogComponent extends ConfirmDialogComponent {
+  public workflows: Workflow[] = []
+
+  public workflowId: number = null
+
+  public singleDocument: boolean = false
+
+  // i.e. ignore the workflow's trigger filters
+  public force: boolean = false
+
+  override confirmButtonEnabled = false
+
+  public workflowSelected(): void {
+    this.confirmButtonEnabled = !!this.workflowId
+  }
+}

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html

@@ -164,7 +164,7 @@
           <pngx-input-text i18n-title title="Filter path" formControlName="filter_path" horizontal="true" i18n-hint hint="Apply to documents that match this path. Wildcards specified as * are allowed. Case-normalized." [error]="error?.filter_path"></pngx-input-text>
           <pngx-input-select i18n-title title="Filter mail rule" [items]="mailRules()" horizontal="true" [allowNull]="true" formControlName="filter_mailrule" i18n-hint hint="Apply to documents consumed via this mail rule." [error]="error?.filter_mailrule"></pngx-input-select>
         }
-        @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
+        @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled || formGroup.get('type').value === WorkflowTriggerType.Manual) {
           <pngx-input-select i18n-title title="Content matching algorithm" horizontal="true" [items]="getMatchingAlgorithms()" formControlName="matching_algorithm"></pngx-input-select>
           @if (matchingPatternRequired(formGroup)) {
             <pngx-input-text i18n-title title="Content matching pattern" horizontal="true" formControlName="match" [error]="error?.match"></pngx-input-text>
@@ -175,7 +175,7 @@
         }
       </div>
     </div>
-    @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
+    @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled || formGroup.get('type').value === WorkflowTriggerType.Manual) {
       <div class="row mt-3">
         <div class="col">
           <div class="trigger-filters mb-3">

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts

@@ -123,6 +123,10 @@ export const WORKFLOW_TYPE_OPTIONS = [
     id: WorkflowTriggerType.Scheduled,
     name: $localize`Scheduled`,
   },
+  {
+    id: WorkflowTriggerType.Manual,
+    name: $localize`Manual`,
+  },
 ]
 
 export const WORKFLOW_ACTION_OPTIONS = [

src-ui/src/app/components/document-detail/document-detail.component.html

@@ -49,6 +49,12 @@
         <pngx-bs-icon width="1em" height="1em" name="arrow-counterclockwise" class="me-2"></pngx-bs-icon><span i18n>Reprocess</span>
       </button>
 
+      @if (manualWorkflows().length > 0) {
+        <button ngbDropdownItem (click)="runWorkflow()" [disabled]="!userCanEdit || !userIsOwner">
+          <pngx-bs-icon width="1em" height="1em" name="play-circle" class="me-2"></pngx-bs-icon><span i18n>Run workflow</span>
+        </button>
+      }
+
       <button ngbDropdownItem (click)="printDocument()" [hidden]="useNativePdfViewer || isMobile">
         <pngx-bs-icon width="1em" height="1em" name="printer" class="me-2"></pngx-bs-icon><span i18n>Print</span>
       </button>

src-ui/src/app/components/document-detail/document-detail.component.spec.ts

@@ -1030,6 +1030,45 @@ describe('DocumentDetailComponent', () => {
     expect(modalCloseSpy).toHaveBeenCalled()
   })
 
+  it('should run a workflow on the document, confirm and close modal', () => {
+    initNormally()
+    const bulkEditSpy = jest.spyOn(documentService, 'bulkEdit')
+    bulkEditSpy.mockReturnValue(of(true))
+    let openModal: NgbModalRef
+    modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
+    const toastSpy = jest.spyOn(toastService, 'showInfo')
+    component.runWorkflow()
+    expect(openModal.componentInstance.singleDocument).toBe(true)
+    expect(openModal.componentInstance.force).toBe(true)
+    const modalCloseSpy = jest.spyOn(openModal, 'close')
+    openModal.componentInstance.workflowId = 5
+    openModal.componentInstance.confirmClicked.next()
+    expect(bulkEditSpy).toHaveBeenCalledWith(
+      { documents: [doc.id] },
+      'run_workflow',
+      { workflow: 5, filter_documents: false }
+    )
+    expect(toastSpy).toHaveBeenCalled()
+    expect(modalCloseSpy).toHaveBeenCalled()
+  })
+
+  it('should apply workflow filters when the single-document checkbox is cleared', () => {
+    initNormally()
+    const bulkEditSpy = jest.spyOn(documentService, 'bulkEdit')
+    bulkEditSpy.mockReturnValue(of(true))
+    let openModal: NgbModalRef
+    modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
+    component.runWorkflow()
+    openModal.componentInstance.workflowId = 5
+    openModal.componentInstance.force = false
+    openModal.componentInstance.confirmClicked.next()
+    expect(bulkEditSpy).toHaveBeenCalledWith(
+      { documents: [doc.id] },
+      'run_workflow',
+      { workflow: 5, filter_documents: true }
+    )
+  })
+
   it('should pass remote OCR choice when reprocessing', () => {
     initNormally()
     const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')

src-ui/src/app/components/document-detail/document-detail.component.ts

@@ -68,6 +68,8 @@ import { StoragePath } from 'src/app/data/storage-path'
 import { Tag } from 'src/app/data/tag'
 import { SETTINGS_KEYS, SuggestionSource } from 'src/app/data/ui-settings'
 import { User } from 'src/app/data/user'
+import { Workflow } from 'src/app/data/workflow'
+import { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { DocumentTitlePipe } from 'src/app/pipes/document-title.pipe'
@@ -93,6 +95,7 @@ import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { TagService } from 'src/app/services/rest/tag.service'
 import { UserService } from 'src/app/services/rest/user.service'
+import { WorkflowService } from 'src/app/services/rest/workflow.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { TrashService } from 'src/app/services/trash.service'
@@ -104,6 +107,7 @@ import { DocumentDetailFieldID } from '../admin/settings/settings.component'
 import { ConfirmDialogComponent } from '../common/confirm-dialog/confirm-dialog.component'
 import { PasswordRemovalConfirmDialogComponent } from '../common/confirm-dialog/password-removal-confirm-dialog/password-removal-confirm-dialog.component'
 import { ReprocessConfirmDialogComponent } from '../common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component'
+import { RunWorkflowConfirmDialogComponent } from '../common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component'
 import { CustomFieldsDropdownComponent } from '../common/custom-fields-dropdown/custom-fields-dropdown.component'
 import { CorrespondentEditDialogComponent } from '../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
 import { DocumentTypeEditDialogComponent } from '../common/edit-dialog/document-type-edit-dialog/document-type-edit-dialog.component'
@@ -233,6 +237,7 @@ export class DocumentDetailComponent
   private componentRouterService = inject(ComponentRouterService)
   private deviceDetectorService = inject(DeviceDetectorService)
   private savedViewService = inject(SavedViewService)
+  private readonly workflowService = inject(WorkflowService)
   private readonly websocketStatusService = inject(WebsocketStatusService)
   private readonly useNativePdfViewerSetting = this.settings.getSignal<boolean>(
     SETTINGS_KEYS.USE_NATIVE_PDF_VIEWER
@@ -295,6 +300,7 @@ export class DocumentDetailComponent
   readonly correspondents = signal<Correspondent[]>(undefined)
   readonly documentTypes = signal<DocumentType[]>(undefined)
   readonly storagePaths = signal<StoragePath[]>(undefined)
+  readonly manualWorkflows = signal<Workflow[]>([])
 
   documentForm: FormGroup = new FormGroup({
     title: new FormControl(''),
@@ -836,6 +842,20 @@ export class DocumentDetailComponent
         .pipe(first(), takeUntil(this.unsubscribeNotifier))
         .subscribe((result) => this.users.set(result.results))
     }
+    if (
+      this.permissionsService.currentUserCan(
+        PermissionAction.View,
+        PermissionType.Workflow
+      )
+    ) {
+      this.workflowService
+        .list(1, 100000, null, null, {
+          trigger_type: WorkflowTriggerType.Manual,
+          enabled: true,
+        })
+        .pipe(first(), takeUntil(this.unsubscribeNotifier))
+        .subscribe((result) => this.manualWorkflows.set(result.results))
+    }
 
     this.getCustomFields()
 
@@ -1559,6 +1579,41 @@ export class DocumentDetailComponent
     })
   }
 
+  runWorkflow() {
+    const modal = this.modalService.open(RunWorkflowConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    modal.componentInstance.title = $localize`Run workflow`
+    modal.componentInstance.message = $localize`Run a workflow on "${this.document().title}".`
+    modal.componentInstance.btnCaption = $localize`Run`
+    modal.componentInstance.workflows = this.manualWorkflows()
+    modal.componentInstance.singleDocument = true
+    modal.componentInstance.force = true
+    modal.componentInstance.confirmClicked.subscribe(() => {
+      modal.componentInstance.buttonsEnabled.set(false)
+      this.documentsService
+        .bulkEdit({ documents: [this.document().id] }, 'run_workflow', {
+          workflow: modal.componentInstance.workflowId,
+          filter_documents: !modal.componentInstance.force,
+        })
+        .subscribe({
+          next: () => {
+            this.toastService.showInfo(
+              $localize`Workflow will run on "${this.document().title}" in the background.`
+            )
+            modal.close()
+          },
+          error: (error) => {
+            modal.componentInstance.buttonsEnabled.set(true)
+            this.toastService.showError(
+              $localize`Error executing operation`,
+              error
+            )
+          },
+        })
+    })
+  }
+
   private getSelectedNonLatestVersionId(): number | null {
     const versions = this.document()?.versions ?? []
     if (!versions.length || !this.selectedVersionId()) {

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.html

@@ -98,6 +98,11 @@
           <button ngbDropdownItem (click)="mergeSelectedAsVersions()" [disabled]="!userOwnsAll || !userCanEditAll || !userCanDelete || list.allSelected || list.selectedCount < 2">
             <pngx-bs-icon name="journal-bookmark-fill" class="me-2"></pngx-bs-icon><ng-container i18n>Merge as versions</ng-container>
           </button>
+          @if (manualWorkflows.length > 0) {
+            <button ngbDropdownItem (click)="runWorkflowSelected()" [disabled]="!canRunWorkflow">
+              <pngx-bs-icon name="play-circle" class="me-2"></pngx-bs-icon><ng-container i18n>Run workflow</ng-container>
+            </button>
+          }
         </div>
       </div>
     </div>

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.spec.ts

@@ -17,6 +17,7 @@ import { FILTER_TITLE } from 'src/app/data/filter-rule-type'
 import { Results } from 'src/app/data/results'
 import { StoragePath } from 'src/app/data/storage-path'
 import { Tag } from 'src/app/data/tag'
+import { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
 import { FilterPipe } from 'src/app/pipes/filter.pipe'
 import { DocumentListViewService } from 'src/app/services/document-list-view.service'
 import {
@@ -36,6 +37,7 @@ import { ShareLinkBundleService } from 'src/app/services/rest/share-link-bundle.
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { TagService } from 'src/app/services/rest/tag.service'
 import { UserService } from 'src/app/services/rest/user.service'
+import { WorkflowService } from 'src/app/services/rest/workflow.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { TrashService } from 'src/app/services/trash.service'
@@ -83,6 +85,7 @@ describe('BulkEditorComponent', () => {
   let customFieldsService: CustomFieldsService
   let httpTestingController: HttpTestingController
   let shareLinkBundleService: ShareLinkBundleService
+  let workflowService: WorkflowService
   let router: Router
 
   beforeEach(async () => {
@@ -173,6 +176,22 @@ describe('BulkEditorComponent', () => {
             delete: jest.fn(),
           },
         },
+        {
+          provide: WorkflowService,
+          useValue: {
+            list: jest.fn(() =>
+              of({
+                results: [
+                  {
+                    id: 5,
+                    name: 'Manual workflow',
+                    triggers: [{ type: WorkflowTriggerType.Manual }],
+                  },
+                ],
+              })
+            ),
+          },
+        },
         {
           provide: Router,
           useValue: { navigate: jest.fn().mockResolvedValue(true) },
@@ -195,6 +214,7 @@ describe('BulkEditorComponent', () => {
     customFieldsService = TestBed.inject(CustomFieldsService)
     httpTestingController = TestBed.inject(HttpTestingController)
     shareLinkBundleService = TestBed.inject(ShareLinkBundleService)
+    workflowService = TestBed.inject(WorkflowService)
     router = TestBed.inject(Router)
 
     fixture = TestBed.createComponent(BulkEditorComponent)
@@ -559,18 +579,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'modify_tags',
       parameters: { add_tags: [101], remove_tags: [] },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify tags bulk operation for all filtered documents', () => {
@@ -607,17 +628,18 @@ describe('BulkEditorComponent', () => {
     const req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       all: true,
       filters: { title_search: 'apple' },
       excluded_documents: [4],
       method: 'modify_tags',
       parameters: { add_tags: [101], remove_tags: [] },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
   })
 
   it('should execute modify tags bulk operation with confirmation dialog if enabled', () => {
@@ -644,6 +666,60 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
+    httpTestingController.expectNone(
+      `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
+    )
+    httpTestingController.expectNone(
+      `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
+    )
+  })
+
+  it('should load manual workflows on init', () => {
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    fixture.detectChanges()
+    expect(workflowService.list).toHaveBeenCalledWith(1, 100000, null, null, {
+      trigger_type: WorkflowTriggerType.Manual,
+      enabled: true,
+    })
+    expect(component.manualWorkflows).toHaveLength(1)
+    expect(component.manualWorkflows[0].id).toEqual(5)
+  })
+
+  it('should run a workflow on the selection via the run workflow dialog', () => {
+    const toast = jest.spyOn(toastService, 'show')
+    const infoToast = jest.spyOn(toastService, 'showInfo')
+    let modal: NgbModalRef
+    modalService.activeInstances.subscribe((m) => (modal = m[0]))
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    jest
+      .spyOn(documentListViewService, 'documents', 'get')
+      .mockReturnValue([{ id: 3 }, { id: 4 }])
+    jest
+      .spyOn(documentListViewService, 'selected', 'get')
+      .mockReturnValue(new Set([3, 4]))
+    fixture.detectChanges()
+    component.runWorkflowSelected()
+    expect(modal).not.toBeUndefined()
+    expect(modal.componentInstance.workflows).toEqual(component.manualWorkflows)
+    expect(modal.componentInstance.singleDocument).toBe(false)
+    expect(modal.componentInstance.force).toBe(false)
+    modal.componentInstance.workflowId = 5
+    modal.componentInstance.force = true
+    modal.componentInstance.confirm()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}documents/bulk_edit/`
+    )
+    expect(req.request.body.method).toEqual('run_workflow')
+    expect(req.request.body.parameters).toEqual({
+      workflow: 5,
+      filter_documents: false,
+    })
+    req.flush({ result: 'OK' })
+    expect(infoToast).toHaveBeenCalledWith(
+      'Workflow will run on the selected documents in the background.'
+    )
+    expect(toast.mock.calls.at(-1)[0].actionName).toBeUndefined()
+    expect(documentListViewService.selected.size).toBe(0)
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
     ) // list reload
@@ -652,6 +728,27 @@ describe('BulkEditorComponent', () => {
     ) // listAllFilteredIds
   })
 
+  it('should require ownership of selected documents to run a workflow', () => {
+    component.manualWorkflows = [{ id: 5 }] as any
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    jest
+      .spyOn(permissionsService, 'currentUserHasObjectPermissions')
+      .mockReturnValue(true)
+    const ownsDocument = jest
+      .spyOn(permissionsService, 'currentUserOwnsObject')
+      .mockReturnValue(false)
+    jest
+      .spyOn(documentListViewService, 'documents', 'get')
+      .mockReturnValue([{ id: 3 }])
+    jest
+      .spyOn(documentListViewService, 'selected', 'get')
+      .mockReturnValue(new Set([3]))
+
+    expect(component.canRunWorkflow).toBe(false)
+    ownsDocument.mockReturnValue(true)
+    expect(component.canRunWorkflow).toBe(true)
+  })
+
   it('should set modal dialog text accordingly for tag edit confirmation', () => {
     let modal: NgbModalRef
     modalService.activeInstances.subscribe((m) => (modal = m[m.length - 1]))
@@ -729,18 +826,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'set_correspondent',
       parameters: { correspondent: 101 },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify correspondent bulk operation with confirmation dialog if enabled', () => {
@@ -767,12 +865,12 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should set modal dialog text accordingly for correspondent edit confirmation', () => {
@@ -827,18 +925,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'set_document_type',
       parameters: { document_type: 101 },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify document type bulk operation with confirmation dialog if enabled', () => {
@@ -865,12 +964,12 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should set modal dialog text accordingly for document type edit confirmation', () => {
@@ -925,18 +1024,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'set_storage_path',
       parameters: { storage_path: 101 },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify storage path bulk operation with confirmation dialog if enabled', () => {
@@ -963,12 +1063,12 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should set modal dialog text accordingly for storage path edit confirmation', () => {
@@ -1023,18 +1123,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'modify_custom_fields',
       parameters: { add_custom_fields: [101], remove_custom_fields: [102] },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify custom fields bulk operation with confirmation dialog if enabled', () => {
@@ -1061,12 +1162,12 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
 
     // coverage for modal messages
     component.setCustomFields({
@@ -1540,6 +1641,47 @@ describe('BulkEditorComponent', () => {
     )
   })
 
+  it.each([true, false])(
+    'shows queued feedback and gates the task link on permission (%s)',
+    (canViewTasks) => {
+      jest
+        .spyOn(permissionsService, 'currentUserCan')
+        .mockReturnValue(canViewTasks)
+      const queued = jest.spyOn(toastService, 'show')
+      let modal: NgbModalRef
+      modalService.activeInstances.subscribe((instances) => {
+        if (instances.length) modal = instances[0]
+      })
+      const reload = jest.spyOn(documentListViewService, 'reload')
+      component.setPermissions()
+      const close = jest.spyOn(modal, 'close')
+      modal.componentInstance.confirmClicked.emit({
+        permissions: {},
+        merge: true,
+      })
+      const req = httpTestingController.expectOne(
+        `${environment.apiBaseUrl}documents/bulk_edit/`
+      )
+      req.flush({ result: 'OK', task_id: 'queued-operation' })
+      expect(close).toHaveBeenCalledTimes(1)
+      const notification = queued.mock.calls.at(-1)[0]
+      expect(notification.content).toBe('Bulk operation queued.')
+      if (canViewTasks) {
+        expect(notification.actionName).toBe('View task')
+        notification.action()
+        expect(router.navigate).toHaveBeenCalledWith(['/tasks'], {
+          queryParams: { task_id: 'queued-operation' },
+        })
+      } else {
+        expect(notification.action).toBeUndefined()
+        expect(notification.actionName).toBeUndefined()
+      }
+      expect(reload).not.toHaveBeenCalled()
+      expect(documentListViewService.selected.size).toBe(0)
+      expect(documentListViewService.allSelected).toBe(false)
+    }
+  )
+
   it('should support bulk permissions update', () => {
     let modal: NgbModalRef
     modalService.activeInstances.subscribe((m) => (modal = m[0]))
@@ -1572,8 +1714,9 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'set_permissions',
       parameters: {
@@ -1581,12 +1724,12 @@ describe('BulkEditorComponent', () => {
         merge: true,
       },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should not attempt to retrieve objects if user does not have permissions', () => {
@@ -1887,15 +2030,18 @@ describe('BulkEditorComponent', () => {
     expect(toastServiceShowErrorSpy).toHaveBeenCalled()
     expect(listReloadSpy).not.toHaveBeenCalled()
 
-    modal.componentInstance.succeeded.emit()
+    modal.componentInstance.succeeded.emit({
-    expect(toastServiceShowInfoSpy).toHaveBeenCalled()
+      result: 'OK',
-    expect(listReloadSpy).toHaveBeenCalled()
+      task_id: 'custom-fields-task',
-    httpTestingController.match(
+    })
+    expect(toastServiceShowInfoSpy).not.toHaveBeenCalled()
+    expect(listReloadSpy).not.toHaveBeenCalled()
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should create share link bundle and enable manage callback', () => {

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.ts

@@ -34,6 +34,7 @@ import { CustomField } from 'src/app/data/custom-field'
 import { MatchingModel } from 'src/app/data/matching-model'
 import { SelectionDataItem } from 'src/app/data/results'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { Workflow } from 'src/app/data/workflow'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { DocumentListViewService } from 'src/app/services/document-list-view.service'
 import { OpenDocumentsService } from 'src/app/services/open-documents.service'
@@ -53,6 +54,7 @@ import {
 } from 'src/app/services/rest/document.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { ShareLinkBundleService } from 'src/app/services/rest/share-link-bundle.service'
+import { WorkflowService } from 'src/app/services/rest/workflow.service'
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { TagService } from 'src/app/services/rest/tag.service'
 import { SettingsService } from 'src/app/services/settings.service'
@@ -64,6 +66,7 @@ import { MergeAsVersionsConfirmDialogComponent } from '../../common/confirm-dial
 import { MergeConfirmDialogComponent } from '../../common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component'
 import { ReprocessConfirmDialogComponent } from '../../common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component'
 import { RotateConfirmDialogComponent } from '../../common/confirm-dialog/rotate-confirm-dialog/rotate-confirm-dialog.component'
+import { RunWorkflowConfirmDialogComponent } from '../../common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component'
 import { CorrespondentEditDialogComponent } from '../../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
 import { CustomFieldEditDialogComponent } from '../../common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
 import { DocumentTypeEditDialogComponent } from '../../common/edit-dialog/document-type-edit-dialog/document-type-edit-dialog.component'
@@ -81,6 +84,7 @@ import { PermissionsDialogComponent } from '../../common/permissions-dialog/perm
 import { ShareLinkBundleDialogComponent } from '../../common/share-link-bundle-dialog/share-link-bundle-dialog.component'
 import { ComponentWithPermissions } from '../../with-permissions/with-permissions.component'
 import { CustomFieldsBulkEditDialogComponent } from './custom-fields-bulk-edit-dialog/custom-fields-bulk-edit-dialog.component'
+import { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
 
 @Component({
   selector: 'pngx-bulk-editor',
@@ -104,18 +108,21 @@ export class BulkEditorComponent
   private correspondentService = inject(CorrespondentService)
   list = inject(DocumentListViewService)
   private documentService = inject(DocumentService)
+  private trashService = inject(TrashService)
   private modalService = inject(NgbModal)
   private openDocumentService = inject(OpenDocumentsService)
   private settings = inject(SettingsService)
   private toastService = inject(ToastService)
-  private trashService = inject(TrashService)
   private storagePathService = inject(StoragePathService)
   private customFieldService = inject(CustomFieldsService)
   public readonly permissionService = inject(PermissionsService)
   private savedViewService = inject(SavedViewService)
   private readonly shareLinkBundleService = inject(ShareLinkBundleService)
+  private readonly workflowService = inject(WorkflowService)
   private readonly router = inject(Router)
 
+  public manualWorkflows: Workflow[] = []
+
   tagSelectionModel = new FilterableDropdownSelectionModel(true)
   correspondentSelectionModel = new FilterableDropdownSelectionModel()
   documentTypeSelectionModel = new FilterableDropdownSelectionModel()
@@ -258,6 +265,20 @@ export class BulkEditorComponent
           (result) => (this.customFieldsSelectionModel.items = result.results)
         )
     }
+    if (
+      this.permissionService.currentUserCan(
+        PermissionAction.View,
+        PermissionType.Workflow
+      )
+    ) {
+      this.workflowService
+        .list(1, 100000, null, null, {
+          trigger_type: WorkflowTriggerType.Manual,
+          enabled: true,
+        })
+        .pipe(first())
+        .subscribe((result) => (this.manualWorkflows = result.results))
+    }
 
     this.downloadForm
       .get('downloadFileTypeArchive')
@@ -286,6 +307,43 @@ export class BulkEditorComponent
     this.unsubscribeNotifier.complete()
   }
 
+  get canRunWorkflow(): boolean {
+    return (
+      this.userCanEditAll && this.userOwnsAll && this.manualWorkflows.length > 0
+    )
+  }
+
+  runWorkflowSelected() {
+    const modal = this.modalService.open(RunWorkflowConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    modal.componentInstance.title = $localize`Run workflow`
+    modal.componentInstance.message = $localize`Run a workflow on ${this.getSelectionSize()} selected document(s).`
+    modal.componentInstance.btnCaption = $localize`Run`
+    modal.componentInstance.workflows = this.manualWorkflows
+    modal.componentInstance.confirmClicked
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe(() => {
+        modal.componentInstance.buttonsEnabled.set(false)
+        this.documentService
+          .bulkEdit(this.getSelectionQuery(), 'run_workflow', {
+            workflow: modal.componentInstance.workflowId,
+            filter_documents: !modal.componentInstance.force,
+          })
+          .pipe(first())
+          .subscribe({
+            next: () => {
+              modal.close()
+              this.list.selectNone()
+              this.toastService.showInfo(
+                $localize`Workflow will run on the selected documents in the background.`
+              )
+            },
+            error: (error) => this.handleOperationError(modal, error),
+          })
+      })
+  }
+
   private executeBulkEditMethod(
     modal: NgbModalRef,
     method: DocumentBulkEditMethod,
@@ -299,11 +357,33 @@ export class BulkEditorComponent
       .bulkEdit(overrideSelection ?? this.getSelectionQuery(), method, args)
       .pipe(first())
       .subscribe({
-        next: () => this.handleOperationSuccess(modal),
+        next: ({ task_id }) => this.handleOperationQueued(modal, task_id),
         error: (error) => this.handleOperationError(modal, error),
       })
   }
 
+  private handleOperationQueued(modal: NgbModalRef, taskId: string) {
+    modal?.close()
+    this.list.selectNone()
+    const canViewTasks = this.permissionService.currentUserCan(
+      PermissionAction.View,
+      PermissionType.PaperlessTask
+    )
+    this.toastService.show({
+      content: $localize`Bulk operation queued.`,
+      delay: 5000,
+      ...(canViewTasks
+        ? {
+            actionName: $localize`View task`,
+            action: () =>
+              this.router.navigate(['/tasks'], {
+                queryParams: { task_id: taskId },
+              }),
+          }
+        : {}),
+    })
+  }
+
   private executeDocumentAction(
     modal: NgbModalRef,
     request: Observable<any>,
@@ -1088,14 +1168,9 @@ export class BulkEditorComponent
 
     dialog.selection = this.getSelectionQuery()
     dialog.selectionCount = this.getSelectionSize()
-    dialog.succeeded.subscribe((result) => {
+    dialog.succeeded.subscribe(({ task_id }) =>
-      this.toastService.showSuccess($localize`Custom fields updated.`)
+      this.handleOperationQueued(null, task_id)
-      this.list.reload()
+    )
-      this.list.reduceSelectionToFilter()
-      this.list.selected.forEach((id) => {
-        this.openDocumentService.refreshDocument(id)
-      })
-    })
     dialog.failed.subscribe((error) => {
       this.toastService.showError(
         $localize`Error updating custom fields.`,

src-ui/src/app/components/document-list/bulk-editor/custom-fields-bulk-edit-dialog/custom-fields-bulk-edit-dialog.component.spec.ts

@@ -59,7 +59,7 @@ describe('CustomFieldsBulkEditDialogComponent', () => {
   it('should emit succeeded event and close modal on successful save', () => {
     const editSpy = jest
       .spyOn(documentService, 'bulkEdit')
-      .mockReturnValue(of('Success'))
+      .mockReturnValue(of({ result: 'OK', task_id: 'custom-fields-task' }))
     const successSpy = jest.spyOn(component.succeeded, 'emit')
 
     component.selection = [1, 2]

src-ui/src/app/components/document-list/bulk-editor/custom-fields-bulk-edit-dialog/custom-fields-bulk-edit-dialog.component.ts

@@ -16,6 +16,7 @@ import { NumberComponent } from 'src/app/components/common/input/number/number.c
 import { SelectComponent } from 'src/app/components/common/input/select/select.component'
 import { TextComponent } from 'src/app/components/common/input/text/text.component'
 import { UrlComponent } from 'src/app/components/common/input/url/url.component'
+import { BulkOperationResponse } from 'src/app/data/bulk-operation'
 import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
 import {
   DocumentSelectionQuery,
@@ -49,7 +50,7 @@ export class CustomFieldsBulkEditDialogComponent {
   CustomFieldDataType = CustomFieldDataType
 
   @Output()
-  succeeded = new EventEmitter()
+  succeeded = new EventEmitter<BulkOperationResponse>()
 
   @Output()
   failed = new EventEmitter()
@@ -103,6 +104,8 @@ export class CustomFieldsBulkEditDialogComponent {
   }
 
   public save() {
+    if (this.networkActive) return
+    this.networkActive = true
     this.documentService
       .bulkEdit(this.selection, 'modify_custom_fields', {
         add_custom_fields: this.form.value,
@@ -110,11 +113,12 @@ export class CustomFieldsBulkEditDialogComponent {
       })
       .pipe(first())
       .subscribe({
-        next: () => {
+        next: (response) => {
           this.activeModal.close()
-          this.succeeded.emit()
+          this.succeeded.emit(response)
         },
         error: (error) => {
+          this.networkActive = false
           this.failed.emit(error)
         },
       })

src-ui/src/app/components/document-list/save-view-config-dialog/save-view-config-dialog.component.html

@@ -16,7 +16,7 @@
     </pngx-input-select>
     <pngx-input-check i18n-title title="Show in sidebar" formControlName="showInSideBar"></pngx-input-check>
     <pngx-input-check i18n-title title="Show on dashboard" formControlName="showOnDashboard"></pngx-input-check>
-    <pngx-permissions-form accordion="true" formControlName="permissions_form"></pngx-permissions-form>
+    <pngx-permissions-form [users]="users()" accordion="true" formControlName="permissions_form"></pngx-permissions-form>
     @if (error()?.filter_rules) {
       <div class="alert alert-danger" role="alert">
         <h6 class="alert-heading" i18n>Filter rules error occurred while saving this view</h6>

src-ui/src/app/components/document-list/save-view-config-dialog/save-view-config-dialog.component.spec.ts

@@ -3,6 +3,7 @@ import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { By } from '@angular/platform-browser'
 import { NgbActiveModal, NgbModalModule } from '@ng-bootstrap/ng-bootstrap'
 import { of } from 'rxjs'
+import { User } from 'src/app/data/user'
 import { GroupService } from 'src/app/services/rest/group.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { CheckComponent } from '../../common/input/check/check.component'
@@ -14,6 +15,7 @@ import { TextComponent } from '../../common/input/text/text.component'
 import { SaveViewConfigDialogComponent } from './save-view-config-dialog.component'
 
 describe('SaveViewConfigDialogComponent', () => {
+  const users = [{ id: 10, username: 'user10' }] as User[]
   let component: SaveViewConfigDialogComponent
   let fixture: ComponentFixture<SaveViewConfigDialogComponent>
   let modal: NgbActiveModal
@@ -25,7 +27,7 @@ describe('SaveViewConfigDialogComponent', () => {
         {
           provide: UserService,
           useValue: {
-            listAll: () => of({ results: [] }),
+            listAll: () => of({ results: users }),
           },
         },
         {
@@ -124,6 +126,19 @@ describe('SaveViewConfigDialogComponent', () => {
     })
   })
 
+  it('should list users in the owner selector', () => {
+    fixture.debugElement
+      .query(By.css('button[ngbAccordionButton]'))
+      .nativeElement.click()
+    fixture.detectChanges()
+
+    const permissionsForm = fixture.debugElement.query(
+      By.directive(PermissionsFormComponent)
+    )
+    const ownerSelect = permissionsForm.query(By.directive(SelectComponent))
+    expect(ownerSelect.componentInstance.items).toEqual(users)
+  })
+
   it('should support default name', () => {
     const saveClickedSpy = jest.spyOn(component.saveClicked, 'emit')
     const modalCloseSpy = jest.spyOn(modal, 'close')

src-ui/src/app/components/document-list/save-view-config-dialog/save-view-config-dialog.component.ts

@@ -6,6 +6,7 @@ import {
   inject,
   signal,
 } from '@angular/core'
+import { toSignal } from '@angular/core/rxjs-interop'
 import {
   FormControl,
   FormGroup,
@@ -13,11 +14,14 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import { catchError, map, of } from 'rxjs'
 import {
   DEFAULT_SAVED_VIEW_ICON,
   SAVED_VIEW_ICONS,
 } from 'src/app/data/saved-view-icons'
 import { User } from 'src/app/data/user'
+import { UserService } from 'src/app/services/rest/user.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { CheckComponent } from '../../common/input/check/check.component'
 import { PermissionsFormComponent } from '../../common/input/permissions/permissions-form/permissions-form.component'
 import { SelectComponent } from '../../common/input/select/select.component'
@@ -38,6 +42,8 @@ import { TextComponent } from '../../common/input/text/text.component'
 })
 export class SaveViewConfigDialogComponent implements OnInit {
   private modal = inject(NgbActiveModal)
+  private userService = inject(UserService)
+  private toastService = inject(ToastService)
   readonly error = signal(undefined)
   readonly buttonsEnabled = signal(true)
   readonly defaultName = signal('')
@@ -46,7 +52,16 @@ export class SaveViewConfigDialogComponent implements OnInit {
   @Output()
   public saveClicked = new EventEmitter()
 
-  users: User[]
+  readonly users = toSignal(
+    this.userService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => {
+        this.toastService.showError($localize`Error retrieving users`, error)
+        return of([])
+      })
+    ),
+    { initialValue: undefined as User[] }
+  )
   readonly savedViewIcons = SAVED_VIEW_ICONS
 
   setDefaultName(value: string) {

src-ui/src/app/components/document-notes/document-notes.component.html

@@ -2,26 +2,47 @@
   <div>
     <form [formGroup]="noteForm" class="needs-validation mt-3" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.Note }" novalidate>
       <div class="form-group">
-        <textarea class="form-control form-control-sm" [class.is-invalid]="newNoteError" rows="3" formControlName="newNote" placeholder="Enter note" i18n-placeholder (keydown)="noteFormKeydown($event)" required></textarea>
+        <textarea class="form-control form-control-sm" [class.is-invalid]="newNoteError" [class.d-none]="noteView() !== NoteViewMode.Edit" [attr.aria-invalid]="newNoteError" aria-label="Note" i18n-aria-label aria-describedby="noteFeedback" rows="3" formControlName="newNote" placeholder="Enter note (Markdown is supported)" i18n-placeholder (keydown)="noteFormKeydown($event)" required></textarea>
-        <div class="invalid-feedback" i18n>
+        @if (noteView() === NoteViewMode.Preview) {
-                Please enter a note.
+          <section class="form-control form-control-sm note-preview" aria-label="Note preview" i18n-aria-label>
-            </div>
+            @if (noteForm.get('newNote').value) {
+              <div class="note-markdown text-break text-wrap" [innerHTML]="noteForm.get('newNote').value | markdown"></div>
+            } @else {
+              <span class="text-muted" i18n>Nothing to preview</span>
+            }
+          </section>
+        }
+        <div id="noteFeedback" class="invalid-feedback" i18n>
+          Please enter a note.
+        </div>
       </div>
-      <div class="form-group mt-2 d-flex justify-content-end align-items-center">
+      <div class="form-group mt-2 d-flex justify-content-between align-items-center">
         @if (networkActive()) {
           <div class="spinner-border spinner-border-sm fw-normal me-auto" role="status"></div>
         }
+        <fieldset class="btn-group btn-group-sm" aria-label="Note input mode" i18n-aria-label>
+          <input type="radio" class="btn-check" id="noteViewEdit" name="noteViewMode" [checked]="noteView() === NoteViewMode.Edit" (change)="noteView.set(NoteViewMode.Edit)">
+          <label class="btn btn-outline-secondary" for="noteViewEdit" i18n>Edit</label>
+          <input type="radio" class="btn-check" id="noteViewPreview" name="noteViewMode" [checked]="noteView() === NoteViewMode.Preview" (change)="noteView.set(NoteViewMode.Preview)">
+          <label class="btn btn-outline-secondary" for="noteViewPreview" i18n>Preview</label>
+        </fieldset>
         <button type="button" class="btn btn-primary btn-sm" [disabled]="networkActive() || addDisabled()" (click)="addNote()" i18n>Add note</button>
       </div>
     </form>
     <hr>
-      @for (note of notes(); track note) {
+      @for (note of notes(); track note.id) {
         <div class="card border mb-3">
           <div class="card-body text-dark">
-            <p class="card-text">{{note.note}}</p>
+            @if (note.format === NoteFormat.Markdown) {
+              <div class="card-text note-markdown text-break text-wrap" [innerHTML]="note.note | markdown"></div>
+            } @else {
+              <p class="card-text">{{note.note}}</p>
+            }
           </div>
           <div class="d-flex card-footer small bg-light text-primary justify-content-between align-items-center">
-            <span>{{displayName(note)}} - {{ note.created | customDate}}</span>
+            <span>
+              {{displayName(note)}} - {{ note.created | customDate}}
+            </span>
             <button type="button" class="btn btn-link btn-sm p-0 fade" title="Delete note" i18n-title (click)="deleteNote(note.id)" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Note }">
               <pngx-bs-icon name="trash"></pngx-bs-icon>
               <span class="visually-hidden" i18n>Delete note</span>

src-ui/src/app/components/document-notes/document-notes.component.scss

@@ -5,3 +5,45 @@
 .card:hover .fade {
     opacity: 1;
 }
+
+.note-preview {
+  min-height: calc(1.5em * 3 + 0.5rem + var(--bs-border-width) * 2); // textfield height with 3 rows
+}
+
+.note-markdown ::ng-deep {
+  h1, h2, h3, h4, h5, h6 {
+    font-size: 1em;
+    font-weight: bold;
+  }
+
+  h1 { font-size: 1.25em; }
+  h2 { font-size: 1.15em; }
+  h3 { font-size: 1.05em; }
+
+  table {
+    margin-bottom: 1rem;
+    display: block;
+    overflow-x: auto;
+  }
+
+  th, td {
+    padding: 0.15rem 0.4rem;
+    border: 1px solid var(--bs-border-color);
+  }
+
+  pre {
+    padding: 0.5rem;
+    background-color: var(--bs-tertiary-bg);
+    border-radius: var(--bs-border-radius);
+  }
+
+  blockquote {
+    padding-left: 0.75rem;
+    border-left: 0.25rem solid var(--bs-border-color);
+    color: var(--bs-secondary-color);
+  }
+
+  > :last-child {
+    margin-bottom: 0;
+  }
+}

src-ui/src/app/components/document-notes/document-notes.component.spec.ts

@@ -5,7 +5,7 @@ import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { By } from '@angular/platform-browser'
 import { of, throwError } from 'rxjs'
-import { DocumentNote } from 'src/app/data/document-note'
+import { DocumentNote, NoteFormat } from 'src/app/data/document-note'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { PermissionsService } from 'src/app/services/permissions.service'
@@ -129,6 +129,66 @@ describe('DocumentNotesComponent', () => {
     expect(fixture.debugElement.nativeElement.textContent).toContain('user3')
   })
 
+  it('should render notes according to their format', () => {
+    component.notes.set([
+      { id: 31, note: '**x**', format: NoteFormat.Markdown },
+      {
+        id: 32,
+        note: '<script>alert(1)</script>',
+        format: NoteFormat.Markdown,
+      },
+      { id: 33, note: '**x**', format: NoteFormat.Plain },
+    ])
+    fixture.detectChanges()
+
+    const noteCards = fixture.debugElement.queryAll(By.css('.card-text'))
+    expect(noteCards[0].query(By.css('strong')).nativeElement.textContent).toBe(
+      'x'
+    )
+    expect(noteCards[1].query(By.css('script'))).toBeNull()
+    expect(noteCards[2].query(By.css('strong'))).toBeNull()
+    expect(noteCards[2].nativeElement.textContent).toBe('**x**')
+  })
+
+  it('should toggle between edit and preview', () => {
+    const radios = fixture.debugElement.queryAll(
+      By.css('.btn-group input[type="radio"]')
+    )
+    radios[1].triggerEventHandler('change')
+    fixture.detectChanges()
+    expect(
+      fixture.debugElement.query(By.css('.note-preview')).nativeElement
+        .textContent
+    ).toContain('Nothing to preview')
+
+    component.noteForm.get('newNote').setValue('**bold**')
+    fixture.detectChanges()
+    expect(
+      fixture.debugElement.query(By.css('.note-preview strong'))
+    ).not.toBeNull()
+    expect(
+      fixture.debugElement.query(By.css('textarea')).nativeElement.classList
+    ).toContain('d-none')
+
+    radios[0].triggerEventHandler('change')
+    fixture.detectChanges()
+    expect(fixture.debugElement.query(By.css('.note-preview'))).toBeNull()
+    expect(
+      fixture.debugElement.query(By.css('textarea')).nativeElement.classList
+    ).not.toContain('d-none')
+  })
+
+  it('should return to edit mode after saving', () => {
+    component.documentId.set(12)
+    component.noteForm.get('newNote').setValue('Preview note')
+    fixture.debugElement
+      .queryAll(By.css('.btn-group input[type="radio"]'))[1]
+      .triggerEventHandler('change')
+    jest.spyOn(notesService, 'addNote').mockReturnValueOnce(of(notes))
+    component.addNote()
+    expect(component.noteView()).toBe('edit')
+  })
+
   it('should handle note user display in all situations', () => {
     expect(
       component.displayName({
@@ -161,7 +221,7 @@ describe('DocumentNotesComponent', () => {
     const addSpy = jest.spyOn(notesService, 'addNote')
     addSpy.mockReturnValueOnce(throwError(() => new Error('error saving note')))
     const toastsSpy = jest.spyOn(toastService, 'showError')
-    const addButton = fixture.debugElement.query(By.css('button'))
+    const addButton = fixture.debugElement.query(By.css('.btn-primary'))
     addButton.triggerEventHandler('click')
     expect(addSpy).toHaveBeenCalledWith(12, note)
     expect(toastsSpy).toHaveBeenCalled()
@@ -190,7 +250,9 @@ describe('DocumentNotesComponent', () => {
     component.documentId.set(12)
     component.notes.set(notes)
     fixture.detectChanges()
-    const deleteButton = fixture.debugElement.queryAll(By.css('button'))[1] // 0 is add button
+    const deleteButton = fixture.debugElement.query(
+      By.css('.card-footer button')
+    )
     const deleteSpy = jest.spyOn(notesService, 'deleteNote')
     const toastsSpy = jest.spyOn(toastService, 'showError')
     deleteSpy.mockReturnValueOnce(

src-ui/src/app/components/document-notes/document-notes.component.ts

@@ -14,15 +14,21 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
-import { DocumentNote } from 'src/app/data/document-note'
+import { DocumentNote, NoteFormat } from 'src/app/data/document-note'
 import { User } from 'src/app/data/user'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
+import { MarkdownPipe } from 'src/app/pipes/markdown.pipe'
 import { DocumentNotesService } from 'src/app/services/rest/document-notes.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { ComponentWithPermissions } from '../with-permissions/with-permissions.component'
 
+enum NoteViewMode {
+  Edit = 'edit',
+  Preview = 'preview',
+}
+
 @Component({
   selector: 'pngx-document-notes',
   templateUrl: './document-notes.component.html',
@@ -30,6 +36,7 @@ import { ComponentWithPermissions } from '../with-permissions/with-permissions.c
   imports: [
     IfPermissionsDirective,
     CustomDatePipe,
+    MarkdownPipe,
     FormsModule,
     ReactiveFormsModule,
     BootstrapIconComponent,
@@ -43,6 +50,9 @@ export class DocumentNotesComponent extends ComponentWithPermissions {
   readonly notes = model<DocumentNote[]>([])
   readonly addDisabled = input(false)
   readonly networkActive = signal(false)
+  protected readonly NoteViewMode = NoteViewMode
+  protected readonly NoteFormat = NoteFormat
+  protected readonly noteView = signal<NoteViewMode>(NoteViewMode.Edit)
 
   noteForm: FormGroup = new FormGroup({
     newNote: new FormControl(''),
@@ -75,6 +85,7 @@ export class DocumentNotesComponent extends ComponentWithPermissions {
       next: (result) => {
         this.notes.set(result)
         this.noteForm.get('newNote').reset()
+        this.noteView.set(NoteViewMode.Edit)
         this.networkActive.set(false)
         this.updated.emit(this.notes())
       },

src-ui/src/app/data/bulk-operation.ts

@@ -0,0 +1,13 @@
+import { PaperlessTaskStatus } from './paperless-task'
+
+export interface BulkOperationResponse {
+  result: string
+  task_id: string
+}
+
+export interface BulkOperationStatus {
+  task_id: string
+  operation: string
+  status: PaperlessTaskStatus
+  error?: string
+}

src-ui/src/app/data/document-note.ts

@@ -1,8 +1,14 @@
 import { ObjectWithId } from './object-with-id'
 import { User } from './user'
 
+export enum NoteFormat {
+  Plain = 'plain',
+  Markdown = 'markdown',
+}
+
 export interface DocumentNote extends ObjectWithId {
   created?: Date
   note?: string
   user?: User
+  format?: NoteFormat
 }

src-ui/src/app/data/workflow-trigger.ts

@@ -12,6 +12,7 @@ export enum WorkflowTriggerType {
   DocumentAdded = 2,
   DocumentUpdated = 3,
   Scheduled = 4,
+  Manual = 5,
 }
 
 export enum ScheduleDateField {

src-ui/src/app/services/document-list-view.service.spec.ts

@@ -124,6 +124,42 @@ describe('DocumentListViewService', () => {
     })
   })
 
+  it.each([false, true])(
+    'preserves the current route on a background refresh (saved view: %s)',
+    (savedView) => {
+      if (savedView) documentListViewService.activateSavedView(view)
+      const navigate = jest.mocked(router.navigate)
+      navigate.mockClear()
+      documentListViewService.reload(null, false)
+      httpTestingController
+        .expectOne((req) => req.url === `${environment.apiBaseUrl}documents/`)
+        .flush(full_results)
+      expect(documentListViewService.documents).toEqual(full_results.results)
+      expect(navigate).not.toHaveBeenCalled()
+    }
+  )
+
+  it('preserves the route when a background refresh falls back to the first page', () => {
+    jest
+      .spyOn(documentListViewService, 'saveDocumentListView')
+      .mockImplementation(() => {})
+    documentListViewService.currentPage = 2
+    httpTestingController
+      .expectOne((req) => req.url === `${environment.apiBaseUrl}documents/`)
+      .flush(full_results)
+    const navigate = jest.mocked(router.navigate)
+    navigate.mockClear()
+    documentListViewService.reload(null, false)
+    httpTestingController
+      .expectOne((req) => req.url === `${environment.apiBaseUrl}documents/`)
+      .flush('Not found', { status: 404, statusText: 'Not found' })
+    httpTestingController
+      .expectOne((req) => req.url === `${environment.apiBaseUrl}documents/`)
+      .flush(full_results)
+    expect(documentListViewService.currentPage).toBe(1)
+    expect(navigate).not.toHaveBeenCalled()
+  })
+
   it('should reload the list', () => {
     expect(documentListViewService.currentPage).toEqual(1)
     documentListViewService.reload()

src-ui/src/app/services/document-list-view.service.ts

@@ -380,7 +380,7 @@ export class DocumentListViewService {
               queryParams: paramsFromViewState(activeListViewState),
               replaceUrl: !this.router.routerState.snapshot.url.includes('?'), // in case navigating from params-less /documents
             })
-          } else if (this._activeSavedViewId) {
+          } else if (updateQueryParams && this._activeSavedViewId) {
             this.router.navigate([], {
               queryParams: paramsFromViewState(activeListViewState, true),
               queryParamsHandling: 'merge',
@@ -399,7 +399,7 @@ export class DocumentListViewService {
             // this happens when applying a filter: the current page might not be available anymore due to the reduced result set.
             activeListViewState.currentPage = 1
             this.markChanged()
-            this.reload()
+            this.reload(onFinish, updateQueryParams)
           } else if (
             activeListViewState.sortField.indexOf('custom_field') === 0 &&
             !this.settings

src-ui/src/app/services/rest/document-notes.service.spec.ts

@@ -1,6 +1,7 @@
 import { HttpTestingController } from '@angular/common/http/testing'
 import { TestBed } from '@angular/core/testing'
 import { Subscription } from 'rxjs'
+import { NoteFormat } from 'src/app/data/document-note'
 import { environment } from 'src/environments/environment'
 import { commonAbstractPaperlessServiceTests } from './abstract-paperless-service.spec'
 import { DocumentNotesService } from './document-notes.service'
@@ -50,6 +51,7 @@ describe(`Additional service tests for DocumentNotesService`, () => {
     expect(req.request.method).toEqual('POST')
     expect(req.request.body).toEqual({
       note: content,
+      format: NoteFormat.Markdown,
     })
   })
 

src-ui/src/app/services/rest/document-notes.service.ts

@@ -1,7 +1,7 @@
 import { HttpParams } from '@angular/common/http'
 import { Injectable } from '@angular/core'
 import { Observable } from 'rxjs'
-import { DocumentNote } from 'src/app/data/document-note'
+import { DocumentNote, NoteFormat } from 'src/app/data/document-note'
 import { AbstractPaperlessService } from './abstract-paperless-service'
 
 @Injectable({
@@ -22,6 +22,7 @@ export class DocumentNotesService extends AbstractPaperlessService<DocumentNote>
   addNote(id: number, note: string): Observable<DocumentNote[]> {
     return this.http.post<DocumentNote[]>(this.getResourceUrl(id, 'notes'), {
       note: note,
+      format: NoteFormat.Markdown,
     })
   }
 

src-ui/src/app/services/rest/document.service.spec.ts

@@ -248,6 +248,7 @@ describe(`DocumentService`, () => {
     )
     expect(req.request.method).toEqual('POST')
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: ids,
       method,
       parameters,
@@ -271,6 +272,7 @@ describe(`DocumentService`, () => {
     )
     expect(req.request.method).toEqual('POST')
     expect(req.request.body).toEqual({
+      from_webui: true,
       all: true,
       filters: { title__icontains: 'apple' },
       excluded_documents: [2, 3],

src-ui/src/app/services/rest/document.service.ts

@@ -14,6 +14,7 @@ import { DocumentSuggestions } from 'src/app/data/document-suggestions'
 import { FilterRule } from 'src/app/data/filter-rule'
 import { Results, SelectionData } from 'src/app/data/results'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { BulkOperationResponse } from '../../data/bulk-operation'
 import { queryParamsFromFilterRules } from '../../utils/query-params'
 import {
   PermissionAction,
@@ -38,6 +39,7 @@ export type DocumentBulkEditMethod =
   | 'modify_tags'
   | 'modify_custom_fields'
   | 'set_permissions'
+  | 'run_workflow'
 
 export interface MergeDocumentsRequest {
   metadata_document_id?: number
@@ -337,11 +339,15 @@ export class DocumentService extends AbstractPaperlessService<Document> {
     method: DocumentBulkEditMethod,
     args: any
   ) {
-    return this.http.post(this.getResourceUrl(null, 'bulk_edit'), {
+    return this.http.post<BulkOperationResponse>(
-      ...selection,
+      this.getResourceUrl(null, 'bulk_edit'),
-      method: method,
+      {
-      parameters: args,
+        ...selection,
-    })
+        method: method,
+        from_webui: true,
+        parameters: args,
+      }
+    )
   }
 
   deleteDocuments(selection: DocumentSelectionQuery) {

src-ui/src/app/services/websocket-status.service.spec.ts

@@ -438,6 +438,20 @@ describe('ConsumerStatusService', () => {
     expect(updated).toBeTruthy()
   })
 
+  it('forwards bulk operation completion events', () => {
+    const received = jest.fn()
+    websocketStatusService.onBulkOperationStatus().subscribe(received)
+    const data = {
+      task_id: 'bulk-task',
+      operation: 'set_permissions',
+      status: 'success',
+    }
+    websocketStatusService.connect()
+    server.send({ type: WebsocketStatusType.BULK_OPERATION_STATUS, data })
+    websocketStatusService.disconnect()
+    expect(received).toHaveBeenCalledWith(data)
+  })
+
   it('should ignore keep-alive heartbeat messages from the server', () => {
     let updated = false
     let deleted = false

src-ui/src/app/services/websocket-status.service.ts

@@ -1,6 +1,7 @@
 import { Injectable, inject, signal } from '@angular/core'
 import { Subject } from 'rxjs'
 import { environment } from 'src/environments/environment'
+import { BulkOperationStatus } from '../data/bulk-operation'
 import { User } from '../data/user'
 import { WebsocketDocumentUpdatedMessage } from '../data/websocket-document-updated-message'
 import { WebsocketDocumentsDeletedMessage } from '../data/websocket-documents-deleted-message'
@@ -12,6 +13,7 @@ export enum WebsocketStatusType {
   DOCUMENTS_DELETED = 'documents_deleted',
   DOCUMENT_UPDATED = 'document_updated',
   HEARTBEAT = 'heartbeat',
+  BULK_OPERATION_STATUS = 'bulk_operation_status',
 }
 
 // see ProgressStatusOptions in src/documents/plugins/helpers.py
@@ -116,6 +118,13 @@ export class WebsocketStatusService {
   private readonly documentDeletedSubject = new Subject<boolean>()
   private readonly documentUpdatedSubject =
     new Subject<WebsocketDocumentUpdatedMessage>()
+  private readonly bulkOperationStatusSubject =
+    new Subject<BulkOperationStatus>()
+
+  onBulkOperationStatus() {
+    return this.bulkOperationStatusSubject.asObservable()
+  }
+
   private readonly connectionStatusSubject = new Subject<boolean>()
 
   private get(taskId: string, filename?: string) {
@@ -192,6 +201,7 @@ export class WebsocketStatusService {
           | WebsocketProgressMessage
           | WebsocketDocumentsDeletedMessage
           | WebsocketDocumentUpdatedMessage
+          | BulkOperationStatus
       } = JSON.parse(ev.data)
 
       switch (type) {
@@ -209,6 +219,12 @@ export class WebsocketStatusService {
           this.handleProgressUpdate(messageData as WebsocketProgressMessage)
           break
 
+        case WebsocketStatusType.BULK_OPERATION_STATUS:
+          this.bulkOperationStatusSubject.next(
+            messageData as BulkOperationStatus
+          )
+          break
+
         case WebsocketStatusType.HEARTBEAT:
           // keep-alive from the server, see paperless.consumers.StatusConsumer
           break

src/documents/bulk_edit.py

@@ -42,12 +42,14 @@ from documents.plugins.helpers import DocumentsStatusManager
 from documents.tasks import bulk_update_documents
 from documents.tasks import consume_file
 from documents.tasks import remove_document_from_index
+from documents.tasks import run_workflows_for_documents
 from documents.tasks import update_document_content_maybe_archive_file
 from documents.versioning import get_latest_version_for_root
 from documents.versioning import get_root_document
 from documents.versioning import versions_newest_first
 
 if TYPE_CHECKING:
+    from collections.abc import Callable
     from collections.abc import Mapping
 
     from django.contrib.auth.models import User
@@ -131,9 +133,24 @@ def _scratch_path(name: str) -> Path:
     return Path(tempfile.mkdtemp(dir=settings.SCRATCH_DIR)) / name
 
 
+def _finish_metadata_edit(
+    document_ids: list[int],
+    update_callback: Callable[[list[int]], None] | None,
+) -> None:
+    if update_callback is not None:
+        update_callback(document_ids)
+    else:
+        bulk_update_documents.apply_async(
+            kwargs={"document_ids": document_ids},
+            headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
+        )
+
+
 def set_correspondent(
     doc_ids: list[int],
     correspondent: Correspondent,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
 ) -> Literal["OK"]:
     if correspondent:
         correspondent = Correspondent.objects.only("pk").get(id=correspondent)
@@ -146,15 +163,17 @@ def set_correspondent(
     affected_docs = list(qs.values_list("pk", flat=True))
     qs.update(correspondent=correspondent)
 
-    bulk_update_documents.apply_async(
+    _finish_metadata_edit(affected_docs, update_callback)
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
 
     return "OK"
 
 
-def set_storage_path(doc_ids: list[int], storage_path: StoragePath) -> Literal["OK"]:
+def set_storage_path(
+    doc_ids: list[int],
+    storage_path: StoragePath,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
+) -> Literal["OK"]:
     if storage_path:
         storage_path = StoragePath.objects.only("pk").get(id=storage_path)
 
@@ -168,15 +187,17 @@ def set_storage_path(doc_ids: list[int], storage_path: StoragePath) -> Literal["
     affected_docs = list(qs.values_list("pk", flat=True))
     qs.update(storage_path=storage_path)
 
-    bulk_update_documents.apply_async(
+    _finish_metadata_edit(affected_docs, update_callback)
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
 
     return "OK"
 
 
-def set_document_type(doc_ids: list[int], document_type: DocumentType) -> Literal["OK"]:
+def set_document_type(
+    doc_ids: list[int],
+    document_type: DocumentType,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
+) -> Literal["OK"]:
     if document_type:
         document_type = DocumentType.objects.only("pk").get(id=document_type)
 
@@ -188,15 +209,17 @@ def set_document_type(doc_ids: list[int], document_type: DocumentType) -> Litera
     affected_docs = list(qs.values_list("pk", flat=True))
     qs.update(document_type=document_type)
 
-    bulk_update_documents.apply_async(
+    _finish_metadata_edit(affected_docs, update_callback)
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
 
     return "OK"
 
 
-def add_tag(doc_ids: list[int], tag: int) -> Literal["OK"]:
+def add_tag(
+    doc_ids: list[int],
+    tag: int,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
+) -> Literal["OK"]:
     tag_obj = Tag.objects.get(pk=tag)
     tags_to_add = [tag_obj, *tag_obj.get_ancestors()]
 
@@ -217,15 +240,17 @@ def add_tag(doc_ids: list[int], tag: int) -> Literal["OK"]:
         DocumentTagRelationship.objects.bulk_create(to_create)
 
     if affected_docs:
-        bulk_update_documents.apply_async(
+        _finish_metadata_edit(list(affected_docs), update_callback)
-            kwargs={"document_ids": list(affected_docs)},
-            headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-        )
 
     return "OK"
 
 
-def remove_tag(doc_ids: list[int], tag: int) -> Literal["OK"]:
+def remove_tag(
+    doc_ids: list[int],
+    tag: int,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
+) -> Literal["OK"]:
     tag_obj = Tag.objects.get(pk=tag)
     tag_ids = [tag_obj.id, *tag_obj.get_descendants_pks()]
 
@@ -238,10 +263,7 @@ def remove_tag(doc_ids: list[int], tag: int) -> Literal["OK"]:
     qs.delete()
 
     if affected_docs:
-        bulk_update_documents.apply_async(
+        _finish_metadata_edit(affected_docs, update_callback)
-            kwargs={"document_ids": affected_docs},
-            headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-        )
 
     return "OK"
 
@@ -250,6 +272,8 @@ def modify_tags(
     doc_ids: list[int],
     add_tags: list[int],
     remove_tags: list[int],
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
 ) -> Literal["OK"]:
     qs = Document.objects.filter(id__in=doc_ids).only("pk")
     affected_docs = list(qs.values_list("pk", flat=True))
@@ -293,10 +317,7 @@ def modify_tags(
                 )
 
     if affected_docs:
-        bulk_update_documents.apply_async(
+        _finish_metadata_edit(affected_docs, update_callback)
-            kwargs={"document_ids": affected_docs},
-            headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-        )
 
     return "OK"
 
@@ -305,6 +326,8 @@ def modify_custom_fields(
     doc_ids: list[int],
     add_custom_fields: list[int] | dict,
     remove_custom_fields: list[int],
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
 ) -> Literal["OK"]:
     qs = Document.objects.filter(id__in=doc_ids).only("pk")
     affected_docs = list(qs.values_list("pk", flat=True))
@@ -367,10 +390,7 @@ def modify_custom_fields(
         field_id__in=remove_custom_fields,
     ).hard_delete()
 
-    bulk_update_documents.apply_async(
+    _finish_metadata_edit(affected_docs, update_callback)
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
 
     return "OK"
 
@@ -445,12 +465,32 @@ def reprocess(doc_ids: list[int], *, remote_ocr: bool = False) -> Literal["OK"]:
     return "OK"
 
 
+def run_workflow(
+    doc_ids: list[int],
+    workflow: int,
+    *,
+    filter_documents: bool = True,
+) -> Literal["OK"]:
+    """
+    Manually run a single workflow against the given documents.
+
+    Done asynchronously via a Celery task.
+    """
+    run_workflows_for_documents.delay(
+        document_ids=doc_ids,
+        workflow_id=workflow,
+        filter_documents=filter_documents,
+    )
+    return "OK"
+
+
 def set_permissions(
     doc_ids: list[int],
     set_permissions: PermissionsSpec,
     *,
     owner: User | None = None,
     merge: bool = False,
+    update_callback: Callable[[list[int]], None] | None = None,
 ) -> Literal["OK"]:
     qs = Document.objects.filter(id__in=doc_ids).select_related("owner")
 
@@ -468,10 +508,7 @@ def set_permissions(
         merge=merge,
     )
 
-    bulk_update_documents.apply_async(
+    _finish_metadata_edit(affected_docs, update_callback)
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
 
     return "OK"
 

src/documents/bulk_operations.py

@@ -0,0 +1,107 @@
+"""Queued document metadata edits."""
+
+from typing import Any
+
+from auditlog.context import set_actor
+from celery import shared_task
+from django.conf import settings
+from django.contrib.auth.models import User
+from django.db import transaction
+from rest_framework.exceptions import PermissionDenied
+
+from documents import bulk_edit
+from documents.models import CustomFieldInstance
+from documents.models import Document
+from documents.permissions import has_document_operation_permissions
+from documents.tasks import bulk_update_documents
+
+MODIFIED_FIELDS = {
+    "set_correspondent": "correspondent",
+    "set_document_type": "document_type",
+    "set_storage_path": "storage_path",
+    "add_tag": "tags",
+    "remove_tag": "tags",
+    "modify_tags": "tags",
+    "modify_custom_fields": "custom_fields",
+    "set_permissions": None,
+}
+QUEUED_OPERATIONS = frozenset(MODIFIED_FIELDS)
+
+
+def snapshot_field(doc_ids: list[int], field: str) -> dict[int, Any]:
+    """
+    Returns each document's current value of field, for the audit log.
+
+    Tags and custom fields are one row per value, so they are gathered
+    into a sorted list of pks per document (empty when there are none).
+    Reading them through Document.values() instead would join those rows
+    and return one arbitrary value per document.
+    """
+    if field == "tags":
+        rows = (
+            Document.tags.through.objects.filter(document_id__in=doc_ids)
+            .order_by("tag_id")
+            .values_list("document_id", "tag_id")
+        )
+    elif field == "custom_fields":
+        rows = (
+            CustomFieldInstance.objects.filter(document_id__in=doc_ids)
+            .order_by("pk")
+            .values_list("document_id", "pk")
+        )
+    else:
+        return dict(
+            Document.objects.filter(pk__in=doc_ids).values_list("pk", field),
+        )
+
+    values: dict[int, list[int]] = {doc_id: [] for doc_id in doc_ids}
+    for doc_id, pk in rows:
+        values[doc_id].append(pk)
+    return values
+
+
+@shared_task
+def execute_bulk_operation(
+    operation: str,
+    document_ids: list[int],
+    parameters: dict,
+    user_id: int,
+) -> dict:
+    if operation not in QUEUED_OPERATIONS:
+        raise ValueError(f"Unsupported bulk operation: {operation}")
+    method = getattr(bulk_edit, operation)
+    user = User.objects.get(pk=user_id)
+    if not has_document_operation_permissions(
+        user=user,
+        documents=document_ids,
+        method=method,
+        parameters=parameters,
+    ):
+        raise PermissionDenied("Insufficient permissions to execute bulk operation")
+
+    affected_ids: list[int] = []
+    modified_field = MODIFIED_FIELDS[operation]
+    # Keep metadata writes and their audit entries together. Follow-up processing
+    # runs after commit, within this same tracked task.
+    with set_actor(user), transaction.atomic():
+        old_values = (
+            snapshot_field(document_ids, modified_field)
+            if settings.AUDIT_LOG_ENABLED and modified_field
+            else {}
+        )
+        method(document_ids, **parameters, update_callback=affected_ids.extend)
+        if settings.AUDIT_LOG_ENABLED and modified_field:
+            from auditlog.models import LogEntry
+
+            new_values = snapshot_field(document_ids, modified_field)
+            for doc in Document.objects.filter(pk__in=document_ids):
+                LogEntry.objects.log_create(
+                    instance=doc,
+                    changes={modified_field: [old_values[doc.pk], new_values[doc.pk]]},
+                    action=LogEntry.Action.UPDATE,
+                    actor=user,
+                    additional_data={"reason": f"Bulk edit: {operation}"},
+                )
+    if affected_ids:
+        bulk_update_documents(list(dict.fromkeys(affected_ids)))
+    return {"operation": operation, "document_count": len(document_ids)}

src/documents/consumer.py

@@ -631,9 +631,7 @@ class ConsumerPlugin(
                                     pk=self.metadata.actor_id,
                                 ).first()
                                 if actor is not None:
-                                    from auditlog.context import (  # type: ignore[import-untyped]
+                                    from auditlog.context import set_actor  # type: ignore[import-untyped]
-                                        set_actor,
-                                    )
 
                                     with set_actor(actor):
                                         original_document.save()
@@ -651,9 +649,7 @@ class ConsumerPlugin(
 
                             # Create a log entry for the version addition, if enabled
                             if settings.AUDIT_LOG_ENABLED:
-                                from auditlog.models import (  # type: ignore[import-untyped]
+                                from auditlog.models import LogEntry  # type: ignore[import-untyped]
-                                    LogEntry,
-                                )
 
                                 LogEntry.objects.log_create(
                                     instance=root_doc,

src/documents/filters.py

@@ -35,6 +35,7 @@ from django_filters.rest_framework import DateTimeFilter
 from django_filters.rest_framework import Filter
 from django_filters.rest_framework import FilterSet
 from django_filters.rest_framework import MultipleChoiceFilter
+from django_filters.rest_framework import NumberFilter
 from drf_spectacular.utils import extend_schema_field
 from guardian.utils import get_group_obj_perms_model
 from guardian.utils import get_user_obj_perms_model
@@ -52,6 +53,7 @@ from documents.models import ShareLink
 from documents.models import ShareLinkBundle
 from documents.models import StoragePath
 from documents.models import Tag
+from documents.models import Workflow
 from documents.permissions import annotate_authorizing_fields
 from documents.permissions import permitted_document_ids
 from documents.permissions import permitted_object_ids
@@ -249,6 +251,17 @@ class CustomFieldFilterSet(FilterSet):
         }
 
 
+class WorkflowFilterSet(FilterSet):
+    trigger_type = NumberFilter(field_name="triggers__type", distinct=True)
+
+    class Meta:
+        model = Workflow
+        fields = {
+            "id": ID_KWARGS,
+            "enabled": ["exact"],
+        }
+
+
 @extend_schema_field(serializers.CharField)
 class CustomFieldsFilter(Filter):
     def filter(self, qs, value):

src/documents/matching.py

@@ -684,6 +684,7 @@ def document_matches_workflow(
                 trigger_type == WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED
                 or trigger_type == WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED
                 or trigger_type == WorkflowTrigger.WorkflowTriggerType.SCHEDULED
+                or trigger_type == WorkflowTrigger.WorkflowTriggerType.MANUAL
             ):
                 trigger_matched, reason = existing_document_matches_workflow(
                     document,

src/documents/migrations/0029_alter_workflowrun_type_alter_workflowtrigger_type.py

@@ -0,0 +1,43 @@
+# Generated by Django 5.2.18 on 2026-11-06 17:12
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "0028_replace_tag_tree_fields"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="workflowrun",
+            name="type",
+            field=models.PositiveSmallIntegerField(
+                choices=[
+                    (1, "Consumption Started"),
+                    (2, "Document Added"),
+                    (3, "Document Updated"),
+                    (4, "Scheduled"),
+                    (5, "Manual"),
+                ],
+                null=True,
+                verbose_name="workflow trigger type",
+            ),
+        ),
+        migrations.AlterField(
+            model_name="workflowtrigger",
+            name="type",
+            field=models.PositiveSmallIntegerField(
+                choices=[
+                    (1, "Consumption Started"),
+                    (2, "Document Added"),
+                    (3, "Document Updated"),
+                    (4, "Scheduled"),
+                    (5, "Manual"),
+                ],
+                default=1,
+                verbose_name="Workflow Trigger Type",
+            ),
+        ),
+    ]

src/documents/migrations/0030_note_format.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.2.17 on 2026-11-03 05:57
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "0029_alter_workflowrun_type_alter_workflowtrigger_type"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="note",
+            name="format",
+            field=models.CharField(
+                choices=[("plain", "Plain"), ("markdown", "Markdown")],
+                default="plain",
+                max_length=16,
+                verbose_name="format",
+            ),
+        ),
+    ]