Saves some other ideas and moves a few to done

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stumpylog
2026-08-18 07:59:16 -07:00
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# Export Zip Compression Control Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Add `--zip-compression {stored,deflated,bzip2,lzma,zstd}` and `--zip-compression-level N` flags to `document_exporter`, threaded into `ZipExportSink`, with import-side safety for codecs the running Python can't read.
**Architecture:** A new pure-data module `documents/export/compression.py` owns the method↔constant map, per-method level bounds, the runtime availability probe, and a compress-type readability check. `ZipExportSink` gains `compression`/`compresslevel` constructor params. The command validates flags up front (fail-fast `CommandError`) and constructs the sink; the importer pre-checks entry compress types before extracting.
**Tech Stack:** Python ≥3.11 (zstd only on 3.14+), `zipfile`, `compression.zstd` (PEP 784), pytest + pytest-mock + factory-boy. Backend tests run on the Linux VM (Python 3.11 — zstd positive tests are `skipif`-guarded); `ruff` runs locally.
**Spec:** `docs/superpowers/specs/2026-06-16-export-zip-compression-design.md`
**PREREQUISITE:** The base refactor `docs/superpowers/plans/2026-06-16-export-sink-architecture.md` MUST be merged first. This plan assumes `src/documents/export/sinks.py` exists with `ZipExportSink(target, zip_name, *, delete=False)` opening its `ZipFile` in `_open()`.
---
## Verified facts (CPython 3.14.3, via `uv run --python 3.14 --no-project`)
- Constants: `ZIP_STORED=0`, `ZIP_DEFLATED=8`, `ZIP_BZIP2=12`, `ZIP_LZMA=14`, `ZIP_ZSTANDARD=93` (zstd added 3.14; absent on < 3.14).
- `ZipFile(file, "w", compression=…, compresslevel=…)` applies both as the default for every `write`/`writestr` — no per-entry args needed (verified).
- Level bounds: `deflated` 09, `bzip2` 19, `lzma`/`stored` ignore level, `zstd` -131072…22 (`compression.zstd.CompressionParameter.compression_level.bounds() == (-131072, 22)`).
- An invalid level fails at the **first write** (`ValueError: Invalid initialization option` / `compresslevel must be between 1 and 9`), plus GC-time `AttributeError` noise on close — hence up-front validation.
- zstd is backed by `compression.zstd`; `zipfile` raises `RuntimeError` if it's unavailable.
## Conventions for every task
- **Run backend tests on the VM:** `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "<targets>"` (never locally).
- **Lint locally:** `ruff check <paths> && ruff format <paths>` (global ruff, not `uv run`).
- **Tests are pytest-style:** classes, `@pytest.mark.django_db` on the class only where DB is needed (the `compression.py` and sink tests need no DB), factory-boy, `mocker`, `parametrize`, full type annotations.
- The VM runs Python 3.11, so **zstd positive tests must be `@pytest.mark.skipif(...)`-guarded**; they will simply not run there. zstd _rejection_ tests (the < 3.14 path) DO run on the VM.
## File structure
- **Create** `src/documents/export/compression.py` — method map, CLI choices, level bounds, `compression_available()`, `level_error()`, `compress_type_readable()`, `unreadable_method_names()`. Pure, no Django.
- **Create** `src/documents/tests/export/test_compression.py` — unit tests for the above.
- **Modify** `src/documents/export/sinks.py``ZipExportSink.__init__` gains `compression`/`compresslevel`; `_open()` passes them to `ZipFile`.
- **Modify** `src/documents/tests/export/test_sinks.py` — assert the chosen `compress_type` is applied.
- **Modify** `src/documents/management/commands/document_exporter.py` — add the two CLI flags, up-front validation, and pass resolved values to `ZipExportSink`.
- **Modify** `src/documents/tests/test_management_exporter.py` — flag validation + default-unchanged tests.
- **Modify** `src/documents/management/commands/document_importer.py` — pre-extract compress-type check.
- **Modify** `src/documents/tests/test_management_importer.py` — unsupported-codec → `CommandError`.
- **Modify** `docs/administration.md` — document both flags + zstd portability caveat.
---
## Task 1: `documents/export/compression.py` (pure compression policy)
**Files:**
- Create: `src/documents/export/compression.py`
- Test: `src/documents/tests/export/test_compression.py`
- [ ] **Step 1: Write the failing tests**
Create `src/documents/tests/export/test_compression.py`:
```python
import sys
import zipfile
import pytest
from documents.export import compression
class TestCompressionMethods:
def test_choices_always_include_zstd(self) -> None:
# zstd is offered regardless of runtime; availability is checked separately
assert compression.COMPRESSION_CHOICES == (
"stored",
"deflated",
"bzip2",
"lzma",
"zstd",
)
@pytest.mark.parametrize(
("name", "constant"),
[
("stored", zipfile.ZIP_STORED),
("deflated", zipfile.ZIP_DEFLATED),
("bzip2", zipfile.ZIP_BZIP2),
("lzma", zipfile.ZIP_LZMA),
],
)
def test_method_maps_to_zipfile_constant(self, name: str, constant: int) -> None:
assert compression.COMPRESSION_METHODS[name] == constant
def test_stored_and_deflated_always_available(self) -> None:
assert compression.compression_available("stored")
assert compression.compression_available("deflated")
def test_zstd_availability_tracks_runtime(self) -> None:
expected: bool = sys.version_info >= (3, 14)
assert compression.compression_available("zstd") == expected
class TestLevelError:
@pytest.mark.parametrize(
("method", "level"),
[
("deflated", 0),
("deflated", 9),
("bzip2", 1),
("bzip2", 9),
("deflated", None),
("stored", None),
],
)
def test_valid_levels_return_none(self, method: str, level: int | None) -> None:
assert compression.level_error(method, level) is None
@pytest.mark.parametrize(
("method", "level"),
[
("deflated", 10),
("deflated", -1),
("bzip2", 0),
("bzip2", 10),
],
)
def test_out_of_range_levels_return_message(
self,
method: str,
level: int,
) -> None:
msg: str | None = compression.level_error(method, level)
assert msg is not None
assert "between" in msg
@pytest.mark.parametrize("method", ["stored", "lzma"])
def test_level_on_levelless_method_is_rejected(self, method: str) -> None:
msg: str | None = compression.level_error(method, 5)
assert msg is not None
assert "no effect" in msg
class TestCompressTypeReadable:
@pytest.mark.parametrize("ct", [zipfile.ZIP_STORED, zipfile.ZIP_DEFLATED])
def test_stored_and_deflated_always_readable(self, ct: int) -> None:
assert compression.compress_type_readable(ct)
def test_zstd_compress_type_readability_tracks_runtime(self) -> None:
# 93 = ZIP_ZSTANDARD; 20 = legacy zstd method id (read-only)
expected: bool = sys.version_info >= (3, 14)
assert compression.compress_type_readable(93) == expected
assert compression.compress_type_readable(20) == expected
def test_unknown_compress_type_is_unreadable(self) -> None:
assert not compression.compress_type_readable(9999)
def test_unreadable_method_names_lists_methods(self) -> None:
# An unknown method id maps to no name and is reported generically.
names: set[str] = compression.unreadable_method_names({9999})
assert names == {"method 9999"}
```
- [ ] **Step 2: Run to verify it fails**
Run: `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests/export/test_compression.py -v"`
Expected: FAIL with `ModuleNotFoundError: No module named 'documents.export.compression'`.
- [ ] **Step 3: Implement `compression.py`**
Create `src/documents/export/compression.py`:
```python
from __future__ import annotations
import importlib
import zipfile
# ZIP_ZSTANDARD exists only on Python 3.14+ (PEP 784). None elsewhere.
ZSTD: int | None = getattr(zipfile, "ZIP_ZSTANDARD", None)
# CLI choices are fixed across runtimes so argparse never hides zstd; runtime
# availability is enforced separately in compression_available().
COMPRESSION_CHOICES: tuple[str, ...] = (
"stored",
"deflated",
"bzip2",
"lzma",
"zstd",
)
# Method name -> zipfile compression constant (zstd only when supported).
COMPRESSION_METHODS: dict[str, int] = {
"stored": zipfile.ZIP_STORED,
"deflated": zipfile.ZIP_DEFLATED,
"bzip2": zipfile.ZIP_BZIP2,
"lzma": zipfile.ZIP_LZMA,
}
if ZSTD is not None:
COMPRESSION_METHODS["zstd"] = ZSTD
# Inclusive (min, max) level bounds per method; None => level not applicable.
# Verified on CPython 3.14.3.
LEVEL_BOUNDS: dict[str, tuple[int, int] | None] = {
"stored": None,
"deflated": (0, 9),
"bzip2": (1, 9),
"lzma": None,
"zstd": (-131072, 22),
}
# zipfile compress_type id -> method name. 93 = current zstd id, 20 = legacy
# zstd id that zipfile can still read.
_COMPRESS_TYPE_TO_METHOD: dict[int, str] = {
zipfile.ZIP_STORED: "stored",
zipfile.ZIP_DEFLATED: "deflated",
zipfile.ZIP_BZIP2: "bzip2",
zipfile.ZIP_LZMA: "lzma",
93: "zstd",
20: "zstd",
}
def compression_available(method: str) -> bool:
"""Whether the running interpreter can actually use the given method."""
if method in ("stored", "deflated"):
# zlib is a hard CPython dependency; stored needs nothing.
return True
if method == "bzip2":
return _module_importable("bz2")
if method == "lzma":
return _module_importable("lzma")
if method == "zstd":
return ZSTD is not None and _module_importable("compression.zstd")
return False
def _module_importable(name: str) -> bool:
try:
importlib.import_module(name)
except ImportError:
return False
return True
def level_error(method: str, level: int | None) -> str | None:
"""Return a human message if (method, level) is invalid, else None."""
if level is None:
return None
bounds = LEVEL_BOUNDS[method]
if bounds is None:
return f"--zip-compression-level has no effect for '{method}'"
low, high = bounds
if not (low <= level <= high):
return (
f"--zip-compression-level for '{method}' must be between "
f"{low} and {high}"
)
return None
def compress_type_readable(compress_type: int) -> bool:
"""Whether this interpreter can decompress an entry of the given type."""
method = _COMPRESS_TYPE_TO_METHOD.get(compress_type)
if method is None:
return False
return compression_available(method)
def unreadable_method_names(compress_types: set[int]) -> set[str]:
"""Map a set of compress_type ids to human method names for error messages."""
names: set[str] = set()
for ct in compress_types:
names.add(_COMPRESS_TYPE_TO_METHOD.get(ct, f"method {ct}"))
return names
```
- [ ] **Step 4: Run to verify it passes**
Run: `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests/export/test_compression.py -v"`
Expected: PASS (on the 3.11 VM, `test_zstd_availability_tracks_runtime` and `test_zstd_compress_type_readability_tracks_runtime` assert `False`).
- [ ] **Step 5: Lint**
Run: `ruff check src/documents/export/compression.py src/documents/tests/export/test_compression.py && ruff format src/documents/export/compression.py src/documents/tests/export/test_compression.py`
Expected: no errors.
- [ ] **Step 6: Commit**
```bash
git add src/documents/export/compression.py src/documents/tests/export/test_compression.py
git commit -m "Feature: add export compression policy module"
```
---
## Task 2: `ZipExportSink` accepts compression method + level
**Files:**
- Modify: `src/documents/export/sinks.py`
- Test: `src/documents/tests/export/test_sinks.py`
- [ ] **Step 1: Write the failing test**
Append to `src/documents/tests/export/test_sinks.py` (the top-of-file block already imports `zipfile`, `Path`, `pytest`, `ZipExportSink`, `StreamingManifestWriter` from the base-refactor plan):
```python
class TestZipExportSinkCompression:
@pytest.fixture()
def source_file(self, tmp_path: Path) -> Path:
src: Path = tmp_path / "src" / "doc.pdf"
src.parent.mkdir(parents=True)
src.write_bytes(b"PDF-CONTENT" * 100)
return src
@pytest.mark.parametrize(
("method", "constant"),
[
("stored", zipfile.ZIP_STORED),
("deflated", zipfile.ZIP_DEFLATED),
("bzip2", zipfile.ZIP_BZIP2),
("lzma", zipfile.ZIP_LZMA),
],
)
def test_compression_method_is_applied_to_file_entries(
self,
tmp_path: Path,
source_file: Path,
method: str,
constant: int,
) -> None:
target: Path = tmp_path / "out"
target.mkdir()
with ZipExportSink(
target,
"export",
delete=False,
compression=constant,
) as sink:
sink.add_file(source_file, "doc.pdf")
with zipfile.ZipFile(target / "export.zip") as zf:
info = zf.getinfo("doc.pdf")
assert info.compress_type == constant
def test_compressing_method_beats_stored(
self,
tmp_path: Path,
source_file: Path,
) -> None:
# Robust size invariant: a compressing method must be <= stored on
# compressible content (avoids flaky level-9-vs-level-1 comparisons).
sizes: dict[str, int] = {}
for name, constant in (("stored", zipfile.ZIP_STORED), ("deflated", zipfile.ZIP_DEFLATED)):
target: Path = tmp_path / name
target.mkdir()
with ZipExportSink(target, "export", delete=False, compression=constant) as sink:
sink.add_file(source_file, "doc.pdf")
sizes[name] = (target / "export.zip").stat().st_size
assert sizes["deflated"] <= sizes["stored"]
```
- [ ] **Step 2: Run to verify it fails**
Run: `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests/export/test_sinks.py::TestZipExportSinkCompression -v"`
Expected: FAIL with `TypeError: __init__() got an unexpected keyword argument 'compression'`.
- [ ] **Step 3: Add the params to `ZipExportSink`**
In `src/documents/export/sinks.py`, change `ZipExportSink.__init__` to accept the new keyword-only params and store them, and pass them in `_open()`:
```python
def __init__(
self,
target: Path,
zip_name: str,
*,
delete: bool = False,
compression: int = zipfile.ZIP_DEFLATED,
compresslevel: int | None = None,
) -> None:
self._target = target.resolve()
self._zip_path = (self._target / zip_name).with_suffix(".zip")
self._tmp_path = self._zip_path.with_name(self._zip_path.name + ".tmp")
self._delete = delete
self._compression = compression
self._compresslevel = compresslevel
self._zip: zipfile.ZipFile | None = None
self._dirs: set[str] = set()
self._pending_manifest: tuple[Path, str] | None = None
self._stream_open = False
```
And in `_open()`:
```python
def _open(self) -> None:
settings.SCRATCH_DIR.mkdir(parents=True, exist_ok=True)
self._zip = zipfile.ZipFile(
self._tmp_path,
"w",
compression=self._compression,
compresslevel=self._compresslevel,
allowZip64=True,
)
```
- [ ] **Step 4: Run to verify it passes**
Run: `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests/export/test_sinks.py -v"`
Expected: PASS (all sink tests, including the four method params and the size invariant). `bzip2`/`lzma` are present on the VM's CPython, so those params pass.
- [ ] **Step 5: Lint**
Run: `ruff check src/documents/export/sinks.py && ruff format src/documents/export/sinks.py`
Expected: no errors.
- [ ] **Step 6: Commit**
```bash
git add src/documents/export/sinks.py src/documents/tests/export/test_sinks.py
git commit -m "Feature: ZipExportSink accepts compression method and level"
```
---
## Task 3: Wire CLI flags + validation into `document_exporter`
**Files:**
- Modify: `src/documents/management/commands/document_exporter.py`
- Test: `src/documents/tests/test_management_exporter.py`
- [ ] **Step 1: Add the argparse flags**
In `document_exporter.py`, add the import near the other `documents.export` import:
```python
from documents.export.compression import COMPRESSION_CHOICES
from documents.export.compression import COMPRESSION_METHODS
from documents.export.compression import compression_available
from documents.export.compression import level_error
from documents.export.compression import ZSTD
```
In `add_arguments`, after the `--zip-name` argument, add:
```python
parser.add_argument(
"--zip-compression",
choices=COMPRESSION_CHOICES,
default=None,
help=(
"Compression method for the export zip (requires --zip). "
"Default: deflated. 'zstd' requires Python 3.14+ on both the "
"exporting and importing machine."
),
)
parser.add_argument(
"--zip-compression-level",
type=int,
default=None,
help=(
"Compression level for the export zip (requires --zip). "
"deflated: 0-9, bzip2: 1-9, zstd: -131072..22; ignored for "
"stored/lzma."
),
)
```
- [ ] **Step 2: Read + validate the flags in `handle()`**
In `handle()`, after the existing `--compare-*` + `--zip` guard, add the compression flag handling. Insert before the sink construction:
```python
zip_compression: str | None = options["zip_compression"]
zip_compression_level: int | None = options["zip_compression_level"]
if not self.zip_export and (
zip_compression is not None or zip_compression_level is not None
):
raise CommandError(
"--zip-compression and --zip-compression-level require --zip",
)
compression_method = zip_compression or "deflated"
if self.zip_export:
if not compression_available(compression_method):
if compression_method == "zstd" and ZSTD is None:
raise CommandError(
"zstd compression requires Python 3.14 or newer",
)
raise CommandError(
f"Compression method '{compression_method}' is not "
f"available on this Python runtime",
)
level_msg = level_error(compression_method, zip_compression_level)
if level_msg is not None:
raise CommandError(level_msg)
```
- [ ] **Step 3: Pass the resolved values into `ZipExportSink`**
Change the `ZipExportSink(...)` construction in `handle()` to:
```python
if self.zip_export:
sink = ZipExportSink(
self.target,
options["zip_name"],
delete=self.delete,
compression=COMPRESSION_METHODS[compression_method],
compresslevel=zip_compression_level,
)
else:
sink = DirectoryExportSink(
self.target,
compare_checksums=self.compare_checksums,
compare_json=self.compare_json,
delete=self.delete,
)
```
- [ ] **Step 4: Write the command-level tests**
Add to the `TestExportImport` class in `src/documents/tests/test_management_exporter.py` (imports `call_command`, `CommandError`, `ZipFile`, `timezone` already present):
```python
def test_compression_flags_require_zip(self) -> None:
for args in (
["--zip-compression", "lzma"],
["--zip-compression-level", "5"],
):
with self.assertRaises(CommandError):
call_command(
"document_exporter",
self.target,
*args,
skip_checks=True,
)
def test_zip_compression_level_out_of_range_raises(self) -> None:
with self.assertRaises(CommandError):
call_command(
"document_exporter",
self.target,
"--zip",
"--zip-compression",
"deflated",
"--zip-compression-level",
"99",
skip_checks=True,
)
def test_zip_compression_level_rejected_for_stored(self) -> None:
with self.assertRaises(CommandError):
call_command(
"document_exporter",
self.target,
"--zip",
"--zip-compression",
"stored",
"--zip-compression-level",
"5",
skip_checks=True,
)
def test_zip_lzma_compression_round_trips(self) -> None:
call_command(
"document_exporter",
self.target,
"--zip",
"--zip-compression",
"lzma",
skip_checks=True,
)
expected = str(
self.target / f"export-{timezone.localdate().isoformat()}.zip",
)
self.assertIsFile(expected)
with ZipFile(expected) as zip_file:
info = zip_file.getinfo("manifest.json")
# manifest.json carries the chosen method; deflated is the default
self.assertEqual(info.compress_type, 14) # ZIP_LZMA
def test_default_zip_uses_deflate(self) -> None:
call_command(
"document_exporter",
self.target,
"--zip",
skip_checks=True,
)
expected = str(
self.target / f"export-{timezone.localdate().isoformat()}.zip",
)
with ZipFile(expected) as zip_file:
info = zip_file.getinfo("manifest.json")
self.assertEqual(info.compress_type, 8) # ZIP_DEFLATED
```
- [ ] **Step 5: Run the tests**
Run: `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests/test_management_exporter.py -v"`
Expected: PASS — the new tests plus all existing exporter tests stay green.
- [ ] **Step 6: Lint**
Run: `ruff check src/documents/management/commands/document_exporter.py src/documents/tests/test_management_exporter.py && ruff format src/documents/management/commands/document_exporter.py src/documents/tests/test_management_exporter.py`
Expected: no errors.
- [ ] **Step 7: Commit**
```bash
git add src/documents/management/commands/document_exporter.py src/documents/tests/test_management_exporter.py
git commit -m "Feature: add --zip-compression and --zip-compression-level flags"
```
---
## Task 4: Importer pre-check for unreadable codecs
**Files:**
- Modify: `src/documents/management/commands/document_importer.py`
- Test: `src/documents/tests/test_management_importer.py`
- [ ] **Step 1: Write the failing test**
The importer test file `src/documents/tests/test_management_importer.py` is
`TestCase`-style (`class TestCommandImport(... TestCase)`, `self.assertRaises`,
`DirectoriesMixin` gives `self.dirs.scratch_dir`). Match that style. Add this
method to `TestCommandImport`. It builds a valid zip and patches the readability
probe so the check fires deterministically on any runtime:
```python
def test_import_rejects_unreadable_compression(self) -> None:
"""
GIVEN:
- A zip archive with an entry whose compression this Python can't read
WHEN:
- Import is attempted
THEN:
- A CommandError naming the issue is raised, before extraction
"""
import zipfile
from unittest import mock
archive = Path(self.dirs.scratch_dir) / "export.zip"
with zipfile.ZipFile(archive, "w") as zf:
zf.writestr("manifest.json", "[]")
with mock.patch(
"documents.management.commands.document_importer.compress_type_readable",
return_value=False,
):
with self.assertRaises(CommandError) as e:
call_command(
"document_importer",
str(archive),
"--no-progress-bar",
skip_checks=True,
)
self.assertIn("compression", str(e.exception))
```
- [ ] **Step 2: Run to verify it fails**
Run: `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests/test_management_importer.py -k unreadable_compression -v"`
Expected: FAIL — no pre-check exists yet, so the import proceeds (or fails with a different error).
- [ ] **Step 3: Implement the pre-check**
In `document_importer.py`, add the import:
```python
from documents.export.compression import compress_type_readable
from documents.export.compression import unreadable_method_names
```
Find the zip-handling block (around `document_importer.py:453`):
```python
with ZipFile(self.source) as zf:
zf.extractall(tmp_dir)
```
Replace it with a pre-check before extraction:
```python
with ZipFile(self.source) as zf:
unsupported = {
info.compress_type
for info in zf.infolist()
if not compress_type_readable(info.compress_type)
}
if unsupported:
names = ", ".join(sorted(unreadable_method_names(unsupported)))
raise CommandError(
f"This archive uses compression this Python cannot "
f"read ({names}). zstd archives require Python 3.14+.",
)
zf.extractall(tmp_dir)
```
Confirm `CommandError` is imported in `document_importer.py` (it is used elsewhere; if not, add `from django.core.management.base import CommandError`).
- [ ] **Step 4: Run to verify it passes**
Run: `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests/test_management_importer.py -v"`
Expected: PASS — the new test plus all existing importer tests (normal deflated/stored archives still import).
- [ ] **Step 5: Lint**
Run: `ruff check src/documents/management/commands/document_importer.py src/documents/tests/test_management_importer.py && ruff format src/documents/management/commands/document_importer.py src/documents/tests/test_management_importer.py`
Expected: no errors.
- [ ] **Step 6: Commit**
```bash
git add src/documents/management/commands/document_importer.py src/documents/tests/test_management_importer.py
git commit -m "Feature: importer rejects archives with unreadable compression"
```
---
## Task 5: Document the flags
**Files:**
- Modify: `docs/administration.md`
- [ ] **Step 1: Add the flags to the option list**
In `docs/administration.md`, update the usage block (around line 257) to include the new flags:
```
document_exporter target [-c] [-d] [-f] [-na] [-nt] [-p] [-sm] [-z]
optional arguments:
-c, --compare-checksums
-cj, --compare-json
-d, --delete
-f, --use-filename-format
-na, --no-archive
-nt, --no-thumbnail
-p, --use-folder-prefix
-sm, --split-manifest
-z, --zip
-zn, --zip-name
--zip-compression
--zip-compression-level
--data-only
--no-progress-bar
--passphrase
```
- [ ] **Step 2: Add the prose**
After the `-z`/`--zip` paragraph (around line 330), add:
```markdown
The compression method for the zip can be set with `--zip-compression`
(`stored`, `deflated` (default), `bzip2`, `lzma`, or `zstd`) and tuned with
`--zip-compression-level` (deflated: 09, bzip2: 19, zstd: -13107222; ignored
for `stored` and `lzma`). Both options require `--zip`.
!!! warning
`zstd` compression requires Python 3.14 or newer on **both** the machine
creating the export and any machine importing it. An archive compressed with
`zstd` (or `lzma`/`bzip2` where those modules are unavailable) cannot be
imported on a runtime that lacks the codec; the importer will refuse it with
a clear error. The default `deflated` is universally readable.
```
- [ ] **Step 3: Verify the docs build is not broken (lint markdown)**
Run: `ruff check docs/ 2>/dev/null; echo "docs are markdown; rely on prettier pre-commit"`
(No code to test. The prettier pre-commit hook will reformat on commit.)
- [ ] **Step 4: Commit**
```bash
git add docs/administration.md
git commit -m "Docs: document --zip-compression and --zip-compression-level"
```
---
## Task 6: Final verification
**Files:** none (verification only).
- [ ] **Step 1: Full backend suites on the VM**
Run: `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests/export/ src/documents/tests/test_management_exporter.py src/documents/tests/test_management_importer.py -v"`
Expected: PASS, no failures.
- [ ] **Step 2: Spot-check the zstd happy path on Python 3.14 (cannot run under Django on the 3.11 VM)**
The zstd positive round-trip can't run in the 3.11 test env. Confirm the policy module behaves on a real 3.14 interpreter with a standalone check (no Django needed):
Run:
```bash
uv run --python 3.14 --no-project python -c "import sys; sys.path.insert(0,'src'); import django; print('skip')" 2>/dev/null || \
uv run --python 3.14 --no-project python -c "
import zipfile, io
from compression.zstd import CompressionParameter as CP
print('zstd const', zipfile.ZIP_ZSTANDARD, 'bounds', CP.compression_level.bounds())
buf = io.BytesIO()
with zipfile.ZipFile(buf,'w',compression=zipfile.ZIP_ZSTANDARD,compresslevel=19) as zf:
zf.writestr('a.txt','x'*1000)
with zipfile.ZipFile(buf) as zf:
assert zf.getinfo('a.txt').compress_type == zipfile.ZIP_ZSTANDARD
assert zf.read('a.txt') == b'x'*1000
print('zstd round-trip OK')
"
```
Expected: prints `zstd const 93 bounds (-131072, 22)` and `zstd round-trip OK`. This validates the constant, bounds, and that a zstd archive round-trips — the parts the 3.11 CI cannot exercise.
- [ ] **Step 3: Type-check on the VM (pyrefly)**
```bash
tar czf - src pyproject.toml uv.lock .pyrefly-baseline.json | ssh -o BatchMode=yes -p 2244 trenton@localhost 'tar xzf - -C ~/projects/paperless-ngx'
ssh -o BatchMode=yes -p 2244 trenton@localhost 'bash -lc "cd ~/projects/paperless-ngx && uv run pyrefly check"'
```
Expected: no new type errors beyond the baseline. (Note: `import compression.zstd` is guarded behind `importlib.import_module`, so it is never statically resolved on the 3.11 baseline.)
- [ ] **Step 4: Final lint**
Run: `ruff check src/documents/export/ src/documents/management/commands/document_exporter.py src/documents/management/commands/document_importer.py && ruff format --check src/documents/export/ src/documents/management/commands/document_exporter.py src/documents/management/commands/document_importer.py`
Expected: clean.
---
## Notes for the implementer
- **Default behavior is unchanged:** with no flags, the sink is constructed with `compression=ZIP_DEFLATED, compresslevel=None` — byte-method-identical to today (`shutil.make_archive` used `ZIP_DEFLATED` with no level). `test_default_zip_uses_deflate` pins this.
- **zstd availability is gated three ways and never imported statically:** the constant via `getattr`, the codec via `importlib.import_module("compression.zstd")`, and the CLI value rejected with a friendly message on < 3.14. The choices list always contains `zstd` so argparse doesn't hide it.
- **The importer pre-check is the safety net** for portability foot-guns — without it an unreadable entry raises a bare `NotImplementedError` mid-`extractall`. The check runs on `infolist()` (metadata only) before any extraction.
- **Why `--zip-compression` defaults to `None`, not `"deflated"`:** so `handle()` can detect "user passed it without `--zip`" and fail fast. The effective default is resolved as `zip_compression or "deflated"`.
@@ -0,0 +1,428 @@
# Split views.py and serialisers.py Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Split `src/documents/views.py` (5,395 lines) and `src/documents/serialisers.py` (3,532 lines) into domain-based module packages, with zero behavior change.
**Architecture:** Both files become packages (`documents/views/`, `documents/serialisers/`), one module per domain area. Serialisers split first (views depend on serialisers, never the reverse), then views, then the three external call sites (`paperless/urls.py`, `paperless_mail/views.py`, `paperless_mail/serialisers.py`) are pointed at the new submodules. No `__init__.py` re-exports in either package — every internal and external consumer imports the exact submodule.
**Tech Stack:** Django REST Framework (viewsets/serializers), ruff (lint/format), pytest via the project's VM test runner.
**Spec:** `docs/superpowers/specs/2026-08-13-views-serialisers-split-design.md`
## Global Constraints
- No behavior change: class/function bodies, names, and public API responses are unchanged — pure move/reorganize. (spec: Non-goals)
- Domain module names are identical across both packages (`bulk_edit.py` exists in both, etc.). (spec: Import direction)
- Import direction is one-way: `documents/views/*` may import from `documents/serialisers/*`; `documents/serialisers/*` must never import from `documents/views/*`. (spec: Import direction)
- Neither package's `__init__.py` re-exports submodule contents — every consumer, internal or external, imports the specific submodule (e.g. `from documents.views.workflows import WorkflowViewSet`). (spec: Architecture)
- `src/documents/tests/test_views.py` and `src/documents/tests/test_api_documents.py` are not modified — they must pass unchanged, proving the move didn't alter behavior. (spec: Non-goals, Testing)
- This branch targets `dev` and is separate from `feature-ai-taxonomy-hints-v2`. (spec: Non-goals)
- Backend tests run on the Linux VM via the helper script, never locally: `bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "<pytest targets>"`. `ruff check` / `ruff format` run locally (global binary, not `uv run ruff`).
---
## Reference: symbol-to-module maps
These tables (from the spec) are the authoritative source for which class/function goes to which new file. Copy them exactly — do not improvise groupings.
### `documents/serialisers/` map
| Module | Symbols |
| ---------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `base.py` | `DynamicFieldsModelSerializer`, `DocumentUpdateFieldsModelSerializer`, `MatchingModelSerializer`, `SetPermissionsMixin`, `SerializerWithPerms`, `SetPermissionsSerializer`, `OwnedObjectSerializer`, `OwnedObjectListSerializer`, `ReadWriteSerializerMethodField`, `DocumentListSerializer`, `DocumentSelectionSerializer`, `SourceModeValidationMixin`, `BasicUserSerializer`, `NotesSerializer` |
| `metadata.py` | `CorrespondentSerializer`, `DocumentTypeSerializer`, `DeprecatedColors`, `ColorField`, `TagSerializer`, `CorrespondentField`, `TagsField`, `DocumentTypeField`, `StoragePathField`, `StoragePathSerializer`, `StoragePathTestSerializer`, `CustomFieldSerializer`, `CustomFieldInstanceSerializer`, `validate_documentlink_targets` |
| `documents.py` | `DocumentSerializer`, `SearchResultListSerializer`, `SearchResultSerializer`, `DuplicateDocumentSummarySerializer`, `_DocumentVersionInfo`, `DocumentVersionInfoSerializer`, `DocumentVersionSerializer`, `DocumentVersionLabelSerializer`, `_get_viewable_duplicates` |
| `upload.py` | `PostDocumentSerializer` |
| `saved_views.py` | `SavedViewFilterRuleSerializer`, `SavedViewSerializer` |
| `bulk_edit.py` | `RotateDocumentsSerializer`, `MergeDocumentsSerializer`, `EditPdfDocumentsSerializer`, `RemovePasswordDocumentsSerializer`, `DeleteDocumentsSerializer`, `ReprocessDocumentsSerializer`, `BulkEditSerializer`, `BulkDownloadSerializer`, `BulkEditObjectsSerializer` |
| `sharing.py` | `EmailSerializer`, `ShareLinkSerializer`, `ShareLinkBundleSerializer` |
| `tasks.py` | `TaskSerializerV10`, `TaskSerializerV9`, `TaskSummarySerializer`, `RunTaskSerializer`, `AcknowledgeTasksViewSerializer` |
| `workflows.py` | `WorkflowTriggerSerializer`, `WorkflowActionEmailSerializer`, `WorkflowActionWebhookSerializer`, `WorkflowActionSerializer`, `WorkflowSerializer` |
| `system.py` | `UiSettingsViewSerializer`, `TrashSerializer` |
Extraction order matters (later modules reference earlier ones): `base``metadata``documents``upload``saved_views``bulk_edit``sharing``tasks``workflows``system`.
### `documents/views/` map
| Module | Symbols |
| ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `base.py` | `PassUserMixin`, `BulkPermissionMixin`, `PermissionsAwareDocumentCountMixin`, `DocumentSelectionMixin`, `DocumentOperationPermissionMixin`, `SearchParams`, `SearchResultPage`, `ResolvedRequestDocs`, `_get_tantivy_query_and_mode`, `_get_more_like_id`, `serve_file` |
| `index.py` | `IndexView`, `serve_logo` |
| `metadata.py` | `CorrespondentViewSet`, `TagViewSet`, `DocumentTypeViewSet`, `StoragePathViewSet`, `CustomFieldViewSet`, `_get_llm_output_language` |
| `documents.py` | `EmailDocumentDetailSchema`, `DocumentViewSet`, `UnifiedSearchViewSet` |
| `upload.py` | `PostDocumentView` |
| `chat.py` | `ChatStreamingSerializer`, `ChatStreamingView` |
| `search.py` | `SearchAutoCompleteView`, `GlobalSearchView`, `SelectionDataView`, `StatisticsView` |
| `bulk_edit.py` | `BulkEditView`, `RotateDocumentsView`, `MergeDocumentsView`, `DeleteDocumentsView`, `ReprocessDocumentsView`, `EditPdfDocumentsView`, `RemovePasswordDocumentsView`, `BulkEditObjectsView`, `BulkDownloadView` |
| `sharing.py` | `ShareLinkViewSet`, `ShareLinkBundleViewSet`, `SharedLinkView` |
| `saved_views.py` | `SavedViewViewSet` |
| `tasks.py` | `_TasksViewSetSchema`, `TasksViewSet` |
| `workflows.py` | `WorkflowTriggerViewSet`, `WorkflowActionViewSet`, `WorkflowViewSet` |
| `system.py` | `UiSettingsView`, `RemoteVersionView`, `SystemStatusView`, `TrashView` |
| `logs.py` | `LogViewSet` |
Extraction order: `base``index``metadata``documents``upload``chat``search``bulk_edit``sharing``saved_views``tasks``workflows``system``logs`. Note `ChatStreamingSerializer` is defined in `views.py` today, directly above `ChatStreamingView` — it moves with it into `views/chat.py`, not into the serialisers package.
### Mechanical extraction recipe (applies to every task below)
For each module being created:
1. `grep -n "^class |^def " src/documents/<serialisers|views>.py` to get current line numbers for every symbol still in the monolith (numbers shift as earlier modules are extracted, so re-run this each time, don't reuse stale numbers).
2. Create the new file. Start it by copying the **entire top-of-file import block** from the monolith verbatim, plus a relative `from .base import ...` line if the module isn't `base.py` itself.
3. Cut each listed symbol (including any decorators/comments immediately above it) from the monolith and paste it into the new file, preserving original order.
4. Remove the cut symbols from the monolith.
5. Run `ruff check --select F401,F811,F821 <new file> <monolith file>` and fix everything reported:
- `F401` (unused import) → delete the import line.
- `F821` (undefined name) → the symbol lives in a sibling module already extracted; add `from .<sibling> import <Symbol>`. If it hasn't been extracted yet, that's an ordering bug — stop and re-check the extraction order table.
- `F811` (redefinition) → duplicate import, delete one.
6. Run `ruff format <new file> <monolith file>`.
## Task 1: Scaffold `documents/serialisers/` and extract `base.py`
**Agent:** django-expert — **Model:** sonnet (mechanical extraction, but sets the foundation every later serialiser module imports from — get the base set right or every later task inherits the mistake)
**Files:**
- Create: `src/documents/serialisers/__init__.py` (empty — no re-exports, per Global Constraints)
- Create: `src/documents/serialisers/base.py`
- Modify: `src/documents/serialisers.py` (shrinks; stays in place as the monolith for the remaining tasks in this phase — it is only deleted in Task 2 once empty)
- Test: `src/documents/tests/` (full app suite), `src/paperless_mail/tests/`
**Interfaces:**
- Produces: `documents.serialisers.base` exporting `DynamicFieldsModelSerializer`, `DocumentUpdateFieldsModelSerializer`, `MatchingModelSerializer`, `SetPermissionsMixin`, `SerializerWithPerms`, `SetPermissionsSerializer`, `OwnedObjectSerializer`, `OwnedObjectListSerializer`, `ReadWriteSerializerMethodField`, `DocumentListSerializer`, `DocumentSelectionSerializer`, `SourceModeValidationMixin`, `BasicUserSerializer`, `NotesSerializer` — every later serialiser/view module that needs one of these imports `from documents.serialisers.base import <Symbol>`.
- [ ] **Step 1: Create the package directory and empty `__init__.py`**
```bash
mkdir -p src/documents/serialisers
touch src/documents/serialisers/__init__.py
```
- [ ] **Step 2: Extract `base.py` per the mechanical extraction recipe above**
Move exactly these 14 symbols (in their current relative order) out of `src/documents/serialisers.py` into `src/documents/serialisers/base.py`: `DynamicFieldsModelSerializer`, `DocumentUpdateFieldsModelSerializer`, `MatchingModelSerializer`, `SetPermissionsMixin`, `SerializerWithPerms`, `SetPermissionsSerializer`, `OwnedObjectSerializer`, `OwnedObjectListSerializer`, `ReadWriteSerializerMethodField`, `DocumentListSerializer`, `DocumentSelectionSerializer`, `SourceModeValidationMixin`, `BasicUserSerializer`, `NotesSerializer`.
Run the ruff fix-up (`ruff check --select F401,F811,F821 src/documents/serialisers/base.py src/documents/serialisers.py` then `ruff format` both files) as described in the recipe.
- [ ] **Step 3: Verify `documents.serialisers` (the monolith module, still at `src/documents/serialisers.py`) still imports cleanly and the app still boots**
Note: at this point Python resolves `documents.serialisers` to the package `src/documents/serialisers/__init__.py` (empty), **not** to `src/documents/serialisers.py` — having both a `serialisers.py` file and a `serialisers/` directory in the same parent package is invalid and Python will pick the package. So before running anything, rename the monolith out of the way so it's importable as a submodule of the new package for the rest of Phase A:
```bash
git mv src/documents/serialisers.py src/documents/serialisers/_monolith.py
```
Everywhere else in this phase, "the monolith file" now means `src/documents/serialisers/_monolith.py`. Because nothing outside this package imports the monolith directly by its old dotted path (`documents.serialisers` resolved to the file before; now it's the package), you must update every consumer of `documents.serialisers` symbols still owned by the monolith to import from `documents.serialisers._monolith` for the remainder of this phase. Concretely, in `src/documents/views.py`, change every `from documents.serialisers import <Symbol>` line for a symbol _not yet extracted_ (i.e., not one of the 14 `base.py` symbols) to `from documents.serialisers._monolith import <Symbol>`, and change the 14 now-extracted symbols' import lines to `from documents.serialisers.base import <Symbol>`. Do the same in `src/paperless_mail/serialisers.py` for `OwnedObjectSerializer` (→ `documents.serialisers.base`); its other three imports (`CorrespondentField`, `DocumentTypeField`, `TagsField`) stay pointed at `documents.serialisers._monolith` until Task 2 moves them into `metadata.py`.
This `_monolith` re-pointing is scaffolding only — Task 2 finishes emptying and deletes `_monolith.py`, and every import that currently says `._monolith` gets its final home then.
- [ ] **Step 4: Run the full test suite for this app boundary**
```bash
bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests src/paperless_mail/tests -v"
```
Expected: PASS, no collection errors (a collection error here almost always means a missed import update in `views.py` or `paperless_mail/serialisers.py`).
- [ ] **Step 5: Commit**
```bash
git add src/documents/serialisers src/documents/views.py src/paperless_mail/serialisers.py
git commit -m "refactor: extract documents/serialisers/base.py from the serialisers monolith"
```
## Task 2: Extract the remaining 8 serialiser domain modules and delete the monolith
**Agent:** django-expert — **Model:** sonnet (repetitive but each of the 8 modules needs its own cross-reference check against `base.py` and previously-extracted siblings; DocumentSerializer in particular is large and central)
**Files:**
- Create: `src/documents/serialisers/metadata.py`, `src/documents/serialisers/documents.py`, `src/documents/serialisers/upload.py`, `src/documents/serialisers/saved_views.py`, `src/documents/serialisers/bulk_edit.py`, `src/documents/serialisers/sharing.py`, `src/documents/serialisers/tasks.py`, `src/documents/serialisers/workflows.py`, `src/documents/serialisers/system.py`
- Delete: `src/documents/serialisers/_monolith.py` (once empty)
- Modify: `src/documents/views.py` (finish re-pointing every `from documents.serialisers._monolith import X` line at the correct new submodule), `src/paperless_mail/serialisers.py` (re-point `CorrespondentField`, `DocumentTypeField`, `TagsField` at `documents.serialisers.metadata`)
- Test: `src/documents/tests/` (full app suite), `src/paperless_mail/tests/`
**Interfaces:**
- Consumes: `documents.serialisers.base` from Task 1 (relative import `.base` within the package).
- Produces: the full `documents/serialisers/` package as specified in the Reference map above — this is what Task 3/4 (views split) and Task 5 (external call sites) import from.
- [ ] **Step 1: Extract the 8 remaining domain modules in order**
Following the mechanical extraction recipe, and in this exact order (each may depend on symbols extracted earlier in this same order, plus anything in `base.py`):
1. `metadata.py``CorrespondentSerializer`, `DocumentTypeSerializer`, `DeprecatedColors`, `ColorField`, `TagSerializer`, `CorrespondentField`, `TagsField`, `DocumentTypeField`, `StoragePathField`, `StoragePathSerializer`, `StoragePathTestSerializer`, `CustomFieldSerializer`, `CustomFieldInstanceSerializer`, `validate_documentlink_targets`
2. `documents.py``DocumentSerializer`, `SearchResultListSerializer`, `SearchResultSerializer`, `DuplicateDocumentSummarySerializer`, `_DocumentVersionInfo`, `DocumentVersionInfoSerializer`, `DocumentVersionSerializer`, `DocumentVersionLabelSerializer`, `_get_viewable_duplicates`
3. `upload.py``PostDocumentSerializer`
4. `saved_views.py``SavedViewFilterRuleSerializer`, `SavedViewSerializer`
5. `bulk_edit.py``RotateDocumentsSerializer`, `MergeDocumentsSerializer`, `EditPdfDocumentsSerializer`, `RemovePasswordDocumentsSerializer`, `DeleteDocumentsSerializer`, `ReprocessDocumentsSerializer`, `BulkEditSerializer`, `BulkDownloadSerializer`, `BulkEditObjectsSerializer`
6. `sharing.py``EmailSerializer`, `ShareLinkSerializer`, `ShareLinkBundleSerializer`
7. `tasks.py``TaskSerializerV10`, `TaskSerializerV9`, `TaskSummarySerializer`, `RunTaskSerializer`, `AcknowledgeTasksViewSerializer`
8. `workflows.py``WorkflowTriggerSerializer`, `WorkflowActionEmailSerializer`, `WorkflowActionWebhookSerializer`, `WorkflowActionSerializer`, `WorkflowSerializer`
9. `system.py``UiSettingsViewSerializer`, `TrashSerializer`
After each individual module extraction, run the ruff fix-up from the recipe against that new file and `_monolith.py` before moving to the next module (don't batch all 8 and fix imports once at the end — F821 errors compound and get harder to attribute to the right module).
- [ ] **Step 2: Confirm the monolith is empty and delete it**
```bash
grep -n "^class |^def " src/documents/serialisers/_monolith.py
```
Expected: no output. If anything remains, it wasn't in the Reference map — stop and reconcile with the spec rather than deleting a symbol.
```bash
git rm src/documents/serialisers/_monolith.py
```
- [ ] **Step 3: Re-point every remaining `._monolith` import**
Search for any import left pointing at the now-deleted module:
```bash
grep -rn "serialisers\._monolith\|serialisers/_monolith" src/
```
Expected: no output. Fix any that remain by pointing them at the correct submodule per the Reference map (e.g. `from documents.serialisers._monolith import DocumentSerializer``from documents.serialisers.documents import DocumentSerializer`).
- [ ] **Step 4: Update `paperless_mail/serialisers.py`'s remaining imports**
```python
# was: from documents.serialisers import CorrespondentField, DocumentTypeField, OwnedObjectSerializer, TagsField
from documents.serialisers.base import OwnedObjectSerializer
from documents.serialisers.metadata import CorrespondentField, DocumentTypeField, TagsField
```
- [ ] **Step 5: Ruff and full test suite**
```bash
ruff check src/documents/serialisers src/documents/views.py src/paperless_mail/serialisers.py
ruff format src/documents/serialisers src/documents/views.py src/paperless_mail/serialisers.py
```
```bash
bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests src/paperless_mail/tests -v"
```
Expected: PASS.
- [ ] **Step 6: Commit**
```bash
git add src/documents/serialisers src/documents/views.py src/paperless_mail/serialisers.py
git commit -m "refactor: finish splitting serialisers.py into documents/serialisers/"
```
## Task 3: Scaffold `documents/views/` and extract `base.py`
**Agent:** django-expert — **Model:** sonnet (same shape as Task 1, one level up — views/base.py is imported by every other view module)
**Files:**
- Create: `src/documents/views/__init__.py` (empty), `src/documents/views/base.py`
- Modify: `src/documents/views.py``src/documents/views/_monolith.py` (renamed, same reasoning as Task 1 Step 3)
- Modify: `src/paperless/urls.py`, `src/paperless_mail/views.py` (re-point the 1 symbol each currently pulls from `documents.views` that now lives in `base.py`, if any — see step 3)
- Test: `src/documents/tests/` (full app suite, includes URL-resolution-dependent tests), `src/paperless_mail/tests/`
**Interfaces:**
- Consumes: `documents.serialisers.*` submodules from Tasks 12 (already at final locations — import these directly, e.g. `from documents.serialisers.documents import DocumentSerializer`, never through a monolith or shim).
- Produces: `documents.views.base` exporting `PassUserMixin`, `BulkPermissionMixin`, `PermissionsAwareDocumentCountMixin`, `DocumentSelectionMixin`, `DocumentOperationPermissionMixin`, `SearchParams`, `SearchResultPage`, `ResolvedRequestDocs`, `_get_tantivy_query_and_mode`, `_get_more_like_id`, `serve_file`.
- [ ] **Step 1: Create the package directory, empty `__init__.py`, and rename the monolith**
```bash
mkdir -p src/documents/views
touch src/documents/views/__init__.py
git mv src/documents/views.py src/documents/views/_monolith.py
```
- [ ] **Step 2: Extract `base.py` per the mechanical extraction recipe**
Move exactly these 11 symbols out of `_monolith.py` into `views/base.py`: `PassUserMixin`, `BulkPermissionMixin`, `PermissionsAwareDocumentCountMixin`, `DocumentSelectionMixin`, `DocumentOperationPermissionMixin`, `SearchParams`, `SearchResultPage`, `ResolvedRequestDocs`, `_get_tantivy_query_and_mode`, `_get_more_like_id`, `serve_file`.
Within `_monolith.py`, every reference to these 11 symbols needs `from .base import <Symbol>` added (they're used throughout the rest of the file by the not-yet-extracted viewsets).
- [ ] **Step 3: Re-point external consumers of the now-moved symbol**
```bash
grep -n "from documents.views import PassUserMixin" src/paperless_mail/views.py
```
Update it to `from documents.views.base import PassUserMixin`.
`paperless/urls.py` doesn't import any of the 11 `base.py` symbols directly (it only imports viewsets/views, which are all still in `_monolith.py` at this point) — confirm with:
```bash
grep -nE "from documents\.views import (PassUserMixin|BulkPermissionMixin|PermissionsAwareDocumentCountMixin|DocumentSelectionMixin|DocumentOperationPermissionMixin|serve_file)" src/paperless/urls.py
```
Expected: no output. If something does match, re-point it at `documents.views.base` the same way.
- [ ] **Step 4: Ruff and test**
```bash
ruff check src/documents/views src/paperless_mail/views.py
ruff format src/documents/views src/paperless_mail/views.py
bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests src/paperless_mail/tests -v"
```
Expected: PASS.
- [ ] **Step 5: Commit**
```bash
git add src/documents/views src/paperless_mail/views.py
git commit -m "refactor: extract documents/views/base.py from the views monolith"
```
## Task 4: Extract the remaining 13 view domain modules and delete the monolith
**Agent:** django-expert — **Model:** opus (highest blast radius in the plan — `DocumentViewSet` alone is ~1,300 lines and central to the whole API; this task also rewires `paperless/urls.py`'s ~34 import lines that drive URL routing for the entire backend, where a mistake breaks the app at startup, not just in one test)
**Files:**
- Create: `src/documents/views/index.py`, `src/documents/views/metadata.py`, `src/documents/views/documents.py`, `src/documents/views/upload.py`, `src/documents/views/chat.py`, `src/documents/views/search.py`, `src/documents/views/bulk_edit.py`, `src/documents/views/sharing.py`, `src/documents/views/saved_views.py`, `src/documents/views/tasks.py`, `src/documents/views/workflows.py`, `src/documents/views/system.py`, `src/documents/views/logs.py`
- Delete: `src/documents/views/_monolith.py` (once empty)
- Modify: `src/paperless/urls.py` (all ~34 `from documents.views import X` lines)
- Test: `src/documents/tests/` (full app suite — includes `test_views.py`, `test_api_documents.py`), `src/paperless_mail/tests/`
**Interfaces:**
- Consumes: `documents.serialisers.*` (Tasks 12) and `documents.views.base` (Task 3).
- Produces: the full `documents/views/` package as specified in the Reference map above.
- [ ] **Step 1: Extract the 13 remaining domain modules in order**
Following the mechanical extraction recipe, in this exact order:
1. `index.py``IndexView`, `serve_logo`
2. `metadata.py``CorrespondentViewSet`, `TagViewSet`, `DocumentTypeViewSet`, `StoragePathViewSet`, `CustomFieldViewSet`, `_get_llm_output_language`
3. `documents.py``EmailDocumentDetailSchema`, `DocumentViewSet`, `UnifiedSearchViewSet`
4. `upload.py``PostDocumentView`
5. `chat.py``ChatStreamingSerializer`, `ChatStreamingView`
6. `search.py``SearchAutoCompleteView`, `GlobalSearchView`, `SelectionDataView`, `StatisticsView`
7. `bulk_edit.py``BulkEditView`, `RotateDocumentsView`, `MergeDocumentsView`, `DeleteDocumentsView`, `ReprocessDocumentsView`, `EditPdfDocumentsView`, `RemovePasswordDocumentsView`, `BulkEditObjectsView`, `BulkDownloadView`
8. `sharing.py``ShareLinkViewSet`, `ShareLinkBundleViewSet`, `SharedLinkView`
9. `saved_views.py``SavedViewViewSet`
10. `tasks.py``_TasksViewSetSchema`, `TasksViewSet`
11. `workflows.py``WorkflowTriggerViewSet`, `WorkflowActionViewSet`, `WorkflowViewSet`
12. `system.py``UiSettingsView`, `RemoteVersionView`, `SystemStatusView`, `TrashView`
13. `logs.py``LogViewSet`
After each module, run the ruff fix-up from the recipe before continuing to the next (same rationale as Task 2 Step 1 — attribute F821s to the right module while context is fresh). `documents.py` is the biggest single extraction in this whole plan (`DocumentViewSet` is ~1,300 lines) — expect the most F821 fix-ups here, mostly resolved by adding `from documents.serialisers.documents import ...`, `from documents.serialisers.metadata import ...`, and `from .base import ...` as needed.
- [ ] **Step 2: Confirm the monolith is empty and delete it**
```bash
grep -n "^class |^def " src/documents/views/_monolith.py
```
Expected: no output.
```bash
git rm src/documents/views/_monolith.py
```
- [ ] **Step 3: Re-point every remaining `._monolith` import**
```bash
grep -rn "views\._monolith\|views/_monolith" src/
```
Expected: no output. Fix any stragglers per the Reference map.
- [ ] **Step 4: Update `paperless/urls.py`**
Replace each of the ~34 `from documents.views import X` lines with `from documents.views.<domain> import X` per the Reference map. For example:
```python
# was:
from documents.views import CorrespondentViewSet
from documents.views import WorkflowViewSet
from documents.views import serve_logo
# becomes:
from documents.views.metadata import CorrespondentViewSet
from documents.views.workflows import WorkflowViewSet
from documents.views.index import serve_logo
```
Do this for every import in that block — check off against the full symbol list in the Reference map above so none are missed.
- [ ] **Step 5: Ruff and test**
```bash
ruff check src/documents/views src/paperless/urls.py
ruff format src/documents/views src/paperless/urls.py
bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "src/documents/tests src/paperless_mail/tests -v"
```
Expected: PASS, including `test_views.py` and `test_api_documents.py` — these exercise URL routing end-to-end, so a broken `urls.py` import shows up here as a collection error.
- [ ] **Step 6: Commit**
```bash
git add src/documents/views src/paperless/urls.py
git commit -m "refactor: finish splitting views.py into documents/views/"
```
## Task 5: Repo-wide verification sweep
**Agent:** general-purpose — **Model:** sonnet (an audit/verification pass: run targeted checks, read the output, fix anything found — moderate judgment, not novel design work)
**Files:**
- Modify: any file a grep in this task turns up beyond the ones already handled in Tasks 14 (expected: none, per the spec's stated blast radius of exactly `paperless/urls.py`, `paperless_mail/views.py`, `paperless_mail/serialisers.py` — this task exists to confirm that, not to find new work)
- Test: full backend suite (all apps, not just `documents`/`paperless_mail`)
**Interfaces:**
- Consumes: the finished `documents/views/` and `documents/serialisers/` packages from Tasks 14.
- [ ] **Step 1: Grep the whole repo for any remaining bare-module reference**
```bash
grep -rn "from documents\.views import\|from documents\.serialisers import\|documents\.views\.\_monolith\|documents\.serialisers\.\_monolith\|import documents\.views$\|import documents\.serialisers$" src/
```
Expected: no output. `documents/views/__init__.py` and `documents/serialisers/__init__.py` should still be empty (`0` bytes or a single blank line) — confirm with:
```bash
wc -l src/documents/views/__init__.py src/documents/serialisers/__init__.py
```
- [ ] **Step 2: Confirm import direction was never violated**
```bash
grep -rln "from documents\.views" src/documents/serialisers/
```
Expected: no output (no file in `serialisers/` imports from `views/`).
- [ ] **Step 3: Full ruff pass**
```bash
ruff check src/documents/views src/documents/serialisers src/paperless/urls.py src/paperless_mail/views.py src/paperless_mail/serialisers.py
ruff format --check src/documents/views src/documents/serialisers src/paperless/urls.py src/paperless_mail/views.py src/paperless_mail/serialisers.py
```
Expected: clean.
- [ ] **Step 4: Full backend test suite**
```bash
bash /c/Users/tholmes/Documents/Coding/paperless/vmtest.sh "-v"
```
(No path filter — this runs the whole backend suite, confirming nothing outside `documents`/`paperless_mail` was quietly relying on the old module shape, e.g. a management command or a script under `scripts/`.)
Expected: PASS.
- [ ] **Step 5: If Steps 14 found nothing to fix, commit is a no-op — skip it. If they found strays, fix and commit**
```bash
git add -A
git commit -m "refactor: fix stray documents.views/serialisers references found in repo sweep"
```