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Store ideas for making mail fetch more efficient
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Trenton H
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# Mail fetch fix: avoid re-downloading already-handled IMAP mail
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## Problem
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`paperless_mail`'s `_handle_mail_rule` (`src/paperless_mail/mail.py:641`) fetches
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the full RFC822 body of every message an IMAP `SEARCH` matches (via
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`M.fetch(criteria=criterias, ..., bulk=True)`), then does de-duplication in
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Python afterward. Two things compound into a real bug (reported upstream in
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[paperless-ngx#13175](https://github.com/paperless-ngx/paperless-ngx/issues/13175)):
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1. **Full-body fetch happens before dedup.** The de-dup check against
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`ProcessedMail` (`mail.py:717-731`) happens per-message, after the body has
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already been downloaded for every matching message. Steady-state cost is
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_O(everything the search matches)_, not _O(new since last run)_.
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2. **Attachment-less mail under an attachments-only rule is never recorded.**
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`_handle_message` (`mail.py:749`) returns early, before any attachment
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processing, when a message has no attachments and
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`rule.consumption_scope == ATTACHMENTS_ONLY`:
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```python
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if (
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not message.attachments
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and rule.consumption_scope == MailRule.ConsumptionScope.ATTACHMENTS_ONLY
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):
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return processed_elements # 0, no ProcessedMail row, no mail action applied
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```
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No `ProcessedMail` row is written and no mail action (mark-read/flag/tag)
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is applied, since both only happen via `queue_consumption_tasks`, which is
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only reached from the attachment/eml processing paths. The message keeps
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matching the search (e.g. `UNSEEN`) forever.
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Combined: an inbox where most mail has no attachments gets fully re-downloaded
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on every scheduled run (default every 10 minutes), indefinitely, for large
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mailboxes -- confirmed against the current codebase, not user
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misconfiguration.
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## Goals
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- Stop re-downloading full message bodies for mail that has already been
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handled (processed into a document, or determined to produce nothing).
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- Record `ProcessedMail` for the no-attachment / attachments-only early-return
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case, so it participates in dedup like every other terminal outcome.
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- No new required settings or DB migrations for existing installs.
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- Graceful behavior on first run against a large existing mailbox (no single
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giant IMAP command, no giant in-memory batch).
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- Preserve existing action/consumption semantics exactly for every path that
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currently produces a document or applies a mail action.
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## Non-goals
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- Changing what mail actions (mark-read/flag/tag/move/delete) get applied, or
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when.
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- Applying a mail action to the no-attachment early-return case (explicitly
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out of scope -- see Decisions).
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- Making batch size user-configurable.
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- Touching EML_ONLY / EVERYTHING consumption scopes' semantics (they already
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don't hit the early-return branch described above).
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## Decisions
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These were settled during brainstorming and are load-bearing for the design
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below:
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- **Fix both halves together.** Recording `ProcessedMail` alone does not fix
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the bandwidth problem: without a mail action applied, an attachment-less
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message stays unseen and keeps matching the search criteria, so its body
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gets re-downloaded every run regardless of whether it gets reprocessed.
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Fixing only the bandwidth side without recording `ProcessedMail` would mean
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the UID-diff step never has anything to exclude for these messages. They
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must ship together.
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- **No mailbox action for the no-attachment case.** Only a `ProcessedMail`
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row is written; the message is not marked read/flagged/moved/deleted. This
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matches the existing precedent for other no-consumption outcomes
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(`mail.py:960-977`, e.g. an attachment present but filtered out or an
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unsupported mime type) and avoids changing the user's mailbox state for
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mail paperless previously never touched.
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- **UID-diff-before-fetch, not a BODYSTRUCTURE probe or SEARCH-side
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exclusion.** Considered and rejected:
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- BODYSTRUCTURE probing (fetch structure only, decide whether to fetch full
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body) only helps the attachments-only scope, not the general
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already-processed case, and `imap_tools` doesn't cleanly expose a
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structure-only fetch.
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- Excluding already-processed UIDs directly in the IMAP `SEARCH` criteria
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(`NOT UID (...)`) was rejected because for tens of thousands of
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already-processed UIDs the excluded-UID list itself blows up the command
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size -- worse than the two-step approach.
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- **Batch size is a hardcoded constant**, not a new setting, per the
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"no new required settings" goal.
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## Design
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### `_handle_mail_rule` (`mail.py:641`)
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Replace the single `M.fetch(criteria=criterias, ...)` call with:
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1. `self._current_uid_validity` computed as today (unchanged, already first).
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2. `criterias = make_criterias(...)` (unchanged).
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3. `all_uids = set(M.uids(criteria=criterias, charset=rule.account.character_set))`
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-- a `UID SEARCH`, no bodies.
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4. Query already-processed UIDs in one DB round trip, reusing the same
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uid_validity matching already used per-message:
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```python
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processed_uids = set(
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ProcessedMail.objects.filter(
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rule=rule, folder=rule.folder, uid__in=all_uids,
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).filter(
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Q(uid_validity=self._current_uid_validity) | Q(uid_validity__isnull=True),
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).values_list("uid", flat=True)
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)
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```
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5. `new_uids = all_uids - processed_uids`. If empty: log at debug level and
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`return 0` -- no body fetch at all. This is the steady-state case.
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6. Otherwise, iterate `new_uids` in fixed-size batches of
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`MAIL_FETCH_BATCH_SIZE = 500` (module-level constant), calling
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`M.fetch(criteria=AND(uid=batch), mark_seen=False, charset=rule.account.character_set, bulk=True)`
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per batch. Chain the resulting message iterators into the existing
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per-message loop (`mail.py:699+`) unchanged.
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7. The existing per-message `already_processed` DB check
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(`mail.py:717-731`) stays in place unchanged, as a safety net against
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races (e.g. concurrent rule runs against the same folder in this pass) and
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to keep behavior identical if steps 3/4 ever disagree with it.
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### New helper: `_record_processed_without_consumption`
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Extract the existing dedup-and-create block at `mail.py:960-977` into a
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method on the same class:
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```python
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def _record_processed_without_consumption(self, message, rule) -> None:
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if not ProcessedMail.objects.filter(
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rule=rule,
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uid=message.uid,
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folder=rule.folder,
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uid_validity=self._current_uid_validity,
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).exists():
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ProcessedMail.objects.create(
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rule=rule,
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folder=rule.folder,
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uid=message.uid,
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uid_validity=self._current_uid_validity,
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subject=message.subject,
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received=make_aware(message.date) if is_naive(message.date) else message.date,
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status="PROCESSED_WO_CONSUMPTION",
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)
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```
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Call sites:
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- `_process_attachments`'s existing no-consumables branch (replaces the
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inline block, same behavior).
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- `_handle_message`'s early return (`mail.py:756-760`), newly, for the
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no-attachments-under-attachments-only-scope case.
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### Data flow (steady state, nothing new)
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search criteria (unchanged) -> `UID SEARCH` for matching UIDs (cheap) ->
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subtract UIDs already in `ProcessedMail` (cheap, DB-only) -> zero new UIDs ->
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no fetch, no body download.
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### Data flow (new mail present)
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... same as above -> some UIDs remain -> fetch bodies only for those,
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batched -> existing per-message processing, action application, and
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`ProcessedMail` recording, unchanged except the no-attachment early return
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now also calls `_record_processed_without_consumption`.
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## Error handling
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- `M.uids(...)` raising is wrapped in the same `try/except` that currently
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wraps `M.fetch(...)` (`mail.py:683-693`), surfacing as `MailError`
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identically to today's search-failure behavior.
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- A batch's `M.fetch(...)` raising mid-loop is caught by the same
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`try/except`, applied per-batch. One failing batch fails the whole rule
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run for this pass -- matching today's all-or-nothing semantics (currently
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a single failed fetch already fails the whole rule).
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- Empty `new_uids` short-circuits before any fetch, so it can't hit fetch
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error paths at all for the common case.
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- `_record_processed_without_consumption` reuses the existing
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`ProcessedMail.objects.create` call already in production use; no new
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failure mode introduced.
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## Testing
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In `src/paperless_mail/tests/test_mail.py`:
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- Extend the `BogusMailBox` test double with a `uids()` method that mirrors
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its existing `fetch()` criteria matching but returns only UIDs.
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- New test: an attachment-less message under an attachments-only mark-read
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rule is recorded as `PROCESSED_WO_CONSUMPTION` on the first run. On a
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second run, with the same message still unseen server-side, assert no
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body fetch happens (only `M.uids()` is called) -- i.e. steady state costs
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one search and zero body downloads.
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- New test: a folder with more new UIDs than `MAIL_FETCH_BATCH_SIZE` results
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in multiple batched `fetch` calls, and all messages are still processed
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(no messages dropped at a batch boundary).
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- Update existing `test_handle_empty_message` to assert a
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`PROCESSED_WO_CONSUMPTION` row now exists for the no-attachment case.
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- Regression: existing tests for `EML_ONLY`/`EVERYTHING` scopes and the
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multi-rule-same-folder dedup (`consumed_messages` set) should pass
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unchanged, since neither the per-message `already_processed` check nor the
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`consumed_messages` set logic is touched by this design.
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## Open questions / risks
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- `imap_tools`'s `AND(uid=batch)` criteria builder needs to be confirmed to
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produce a valid `UID FETCH <list>` command at the batch sizes used here;
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covered by the batching test above.
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- If a mail server doesn't support `UID SEARCH` the same way it supports the
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existing `fetch`'s implicit search, `M.uids()` could behave differently
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from today's `M.fetch()` on some edge-case server. Existing project test
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coverage (via `BogusMailBox`) won't catch server-specific quirks; this is
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the same class of risk as any IMAP-behavior assumption already baked into
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this module.
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