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Breaking: Refactor advanced database settings to allow more user configuration (#12165)
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# v3 Migration Guide
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## Consumer Settings Changes
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The v3 consumer command uses a [different library](https://watchfiles.helpmanual.io/) to unify
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the watching for new files in the consume directory. For the user, this removes several configuration options related to delays and retries
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and replaces with a single unified setting. It also adjusts how the consumer ignore filtering happens, replaced `fnmatch` with `regex` and
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separating the directory ignore from the file ignore.
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### Summary
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| Old Setting | New Setting | Notes |
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| ------------------------------ | ----------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------ |
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| `CONSUMER_POLLING` | [`CONSUMER_POLLING_INTERVAL`](configuration.md#PAPERLESS_CONSUMER_POLLING_INTERVAL) | Renamed for clarity |
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| `CONSUMER_INOTIFY_DELAY` | [`CONSUMER_STABILITY_DELAY`](configuration.md#PAPERLESS_CONSUMER_STABILITY_DELAY) | Unified for all modes |
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| `CONSUMER_POLLING_DELAY` | _Removed_ | Use `CONSUMER_STABILITY_DELAY` |
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| `CONSUMER_POLLING_RETRY_COUNT` | _Removed_ | Automatic with stability tracking |
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| `CONSUMER_IGNORE_PATTERNS` | [`CONSUMER_IGNORE_PATTERNS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_PATTERNS) | **Now regex, not fnmatch**; user patterns are added to (not replacing) default ones |
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| _New_ | [`CONSUMER_IGNORE_DIRS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_DIRS) | Additional directories to ignore; user entries are added to (not replacing) defaults |
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## Encryption Support
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Document and thumbnail encryption is no longer supported. This was previously deprecated in [paperless-ng 0.9.3](https://github.com/paperless-ngx/paperless-ngx/blob/dev/docs/changelog.md#paperless-ng-093)
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Users must decrypt their document using the `decrypt_documents` command before upgrading.
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## Barcode Scanner Changes
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Support for [pyzbar](https://github.com/NaturalHistoryMuseum/pyzbar) has been removed. The underlying libzbar library has
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seen no updates in 16 years and is largely unmaintained, and the pyzbar Python wrapper last saw a release in March 2022. In
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practice, pyzbar struggled with barcode detection reliability, particularly on skewed, low-contrast, or partially
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obscured barcodes. [zxing-cpp](https://github.com/zxing-cpp/zxing-cpp) is actively maintained, significantly more
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reliable at finding barcodes, and now ships pre-built wheels for both x86_64 and arm64, removing the need to build the library.
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The `CONSUMER_BARCODE_SCANNER` setting has been removed. zxing-cpp is now the only backend.
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### Summary
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| Old Setting | New Setting | Notes |
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| -------------------------- | ----------- | --------------------------------- |
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| `CONSUMER_BARCODE_SCANNER` | _Removed_ | zxing-cpp is now the only backend |
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### Action Required
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- If you were already using `CONSUMER_BARCODE_SCANNER=ZXING`, simply remove the setting.
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- If you had `CONSUMER_BARCODE_SCANNER=PYZBAR` or were using the default, no functional changes are needed beyond
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removing the setting. zxing-cpp supports all the same barcode formats and you should see improved detection
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reliability.
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- The `libzbar0` / `libzbar-dev` system packages are no longer required and can be removed from any custom Docker
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images or host installations.
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## Database Engine
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`PAPERLESS_DBENGINE` is now required to use PostgreSQL or MariaDB. Previously, the
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engine was inferred from the presence of `PAPERLESS_DBHOST`, with `PAPERLESS_DBENGINE`
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only needed to select MariaDB over PostgreSQL.
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SQLite users require no changes, though they may explicitly set their engine if desired.
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#### Action Required
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PostgreSQL and MariaDB users must add `PAPERLESS_DBENGINE` to their environment:
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```yaml
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# v2 (PostgreSQL inferred from PAPERLESS_DBHOST)
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PAPERLESS_DBHOST: postgres
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# v3 (engine must be explicit)
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PAPERLESS_DBENGINE: postgresql
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PAPERLESS_DBHOST: postgres
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```
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See [`PAPERLESS_DBENGINE`](configuration.md#PAPERLESS_DBENGINE) for accepted values.
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## Database Advanced Options
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The individual SSL, timeout, and pooling variables have been removed in favor of a
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single [`PAPERLESS_DB_OPTIONS`](configuration.md#PAPERLESS_DB_OPTIONS) string. This
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consolidates a growing set of engine-specific variables into one place, and allows
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any option supported by the underlying database driver to be set without requiring a
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dedicated environment variable for each.
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The removed variables and their replacements are:
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| Removed Variable | Replacement in `PAPERLESS_DB_OPTIONS` |
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| ------------------------- | ---------------------------------------------------------------------------- |
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| `PAPERLESS_DBSSLMODE` | `sslmode=<value>` (PostgreSQL) or `ssl_mode=<value>` (MariaDB) |
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| `PAPERLESS_DBSSLROOTCERT` | `sslrootcert=<path>` (PostgreSQL) or `ssl.ca=<path>` (MariaDB) |
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| `PAPERLESS_DBSSLCERT` | `sslcert=<path>` (PostgreSQL) or `ssl.cert=<path>` (MariaDB) |
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| `PAPERLESS_DBSSLKEY` | `sslkey=<path>` (PostgreSQL) or `ssl.key=<path>` (MariaDB) |
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| `PAPERLESS_DB_POOLSIZE` | `pool.max_size=<value>` (PostgreSQL only) |
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| `PAPERLESS_DB_TIMEOUT` | `timeout=<value>` (SQLite) or `connect_timeout=<value>` (PostgreSQL/MariaDB) |
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The deprecated variables will continue to function for now but will be removed in a
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future release. A deprecation warning is logged at startup for each deprecated variable
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that is still set.
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#### Action Required
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Users with any of the deprecated variables set should migrate to `PAPERLESS_DB_OPTIONS`.
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Multiple options are combined in a single value:
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```bash
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PAPERLESS_DB_OPTIONS="sslmode=require;sslrootcert=/certs/ca.pem;pool.max_size=10"
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```
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