From 52dd76c62b960108d59811cc189323a5fd6a7c3a Mon Sep 17 00:00:00 2001
From: shamoon <4887959+shamoon@users.noreply.github.com>
Date: Mon, 10 Aug 2026 14:19:06 -0700
Subject: [PATCH] Pull the ai workflow through serializer and check for
 required triggers

---
 src/documents/serialisers.py | 47 ++++++++++++++++++++++++++++++++++++
 1 file changed, 47 insertions(+)

diff --git a/src/documents/serialisers.py b/src/documents/serialisers.py
index 73d535dbf..bf9db78c6 100644
--- a/src/documents/serialisers.py
+++ b/src/documents/serialisers.py
@@ -3186,6 +3186,9 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
             "email",
             "webhook",
             "passwords",
+            "ai_suggestion_fields",
+            "ai_create_missing",
+            "ai_overwrite_existing",
         ]
 
     def validate(self, attrs):
@@ -3243,6 +3246,23 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
                     "Passwords are required for password removal actions",
                 )
 
+        if (
+            "type" in attrs
+            and attrs["type"] == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
+        ):
+            fields = attrs.get("ai_suggestion_fields")
+            valid_fields = set(WorkflowAction.AISuggestionField.values)
+            if (
+                fields is None
+                or not isinstance(fields, list)
+                or len(fields) == 0
+                or any(field not in valid_fields for field in fields)
+            ):
+                raise serializers.ValidationError(
+                    "At least one valid field is required for apply AI "
+                    f"suggestions actions, options are: {sorted(valid_fields)}",
+                )
+
         return attrs
 
 
@@ -3271,24 +3291,43 @@ class WorkflowSerializer(serializers.ModelSerializer[Workflow]):
                 action.get("type") == WorkflowAction.WorkflowActionType.REMOTE_OCR
                 for action in attrs["actions"]
             )
+            has_ai_suggestions_action = any(
+                action.get("type")
+                == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
+                for action in attrs["actions"]
+            )
         else:
             has_remote_ocr_action = self.instance is not None and (
                 self.instance.actions.filter(
                     type=WorkflowAction.WorkflowActionType.REMOTE_OCR,
                 ).exists()
             )
+            has_ai_suggestions_action = self.instance is not None and (
+                self.instance.actions.filter(
+                    type=WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
+                ).exists()
+            )
 
         if "triggers" in attrs:
             has_consumption_trigger = any(
                 trigger.get("type") == WorkflowTrigger.WorkflowTriggerType.CONSUMPTION
                 for trigger in attrs["triggers"]
             )
+            has_non_consumption_trigger = any(
+                trigger.get("type") != WorkflowTrigger.WorkflowTriggerType.CONSUMPTION
+                for trigger in attrs["triggers"]
+            )
         else:
             has_consumption_trigger = self.instance is not None and (
                 self.instance.triggers.filter(
                     type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
                 ).exists()
             )
+            has_non_consumption_trigger = self.instance is not None and (
+                self.instance.triggers.exclude(
+                    type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
+                ).exists()
+            )
 
         # Remote OCR can only work with consumption triggers
         if has_remote_ocr_action and not has_consumption_trigger:
@@ -3296,6 +3335,14 @@ class WorkflowSerializer(serializers.ModelSerializer[Workflow]):
                 "Remote OCR actions require a consumption started trigger",
             )
 
+        # Suggestions are made from the document content, which does not exist
+        # until after consumption has finished
+        if has_ai_suggestions_action and not has_non_consumption_trigger:
+            raise serializers.ValidationError(
+                "Apply AI suggestions actions require a trigger other than "
+                "consumption started",
+            )
+
         return attrs
 
     def update_triggers_and_actions(