From 8b77a924dcc9814cfa51a06f64ebc3e866d54d40 Mon Sep 17 00:00:00 2001
From: shamoon <4887959+shamoon@users.noreply.github.com>
Date: Tue, 20 Oct 2026 13:29:42 -0700
Subject: [PATCH] Make it a matchingmodel

---
 .../0028_ocrtemplate_ocrtemplatezone.py       | 60 ++++++++++++++-----
 src/documents/models.py                       | 29 ++-------
 2 files changed, 52 insertions(+), 37 deletions(-)

diff --git a/src/documents/migrations/0028_ocrtemplate_ocrtemplatezone.py b/src/documents/migrations/0028_ocrtemplate_ocrtemplatezone.py
index a7235e2c3..e4ef9b8cb 100644
--- a/src/documents/migrations/0028_ocrtemplate_ocrtemplatezone.py
+++ b/src/documents/migrations/0028_ocrtemplate_ocrtemplatezone.py
@@ -1,4 +1,4 @@
-# Generated by Django 5.2.14 on 2026-06-16 17:36
+# Generated by Django 5.2.17 on 2026-10-20 20:29
 
 import django.core.validators
 import django.db.models.deletion
@@ -11,6 +11,7 @@ from django.db import models
 class Migration(migrations.Migration):
     dependencies = [
         ("documents", "0027_documentbarcode"),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
     ]
 
     operations = [
@@ -28,16 +29,29 @@ class Migration(migrations.Migration):
                 ),
                 ("name", models.CharField(max_length=128, verbose_name="name")),
                 (
-                    "owner",
-                    models.ForeignKey(
-                        blank=True,
-                        default=None,
-                        null=True,
-                        on_delete=django.db.models.deletion.SET_NULL,
-                        to=settings.AUTH_USER_MODEL,
-                        verbose_name="owner",
+                    "match",
+                    models.CharField(blank=True, max_length=256, verbose_name="match"),
+                ),
+                (
+                    "matching_algorithm",
+                    models.PositiveSmallIntegerField(
+                        choices=[
+                            (0, "None"),
+                            (1, "Any word"),
+                            (2, "All words"),
+                            (3, "Exact match"),
+                            (4, "Regular expression"),
+                            (5, "Fuzzy word"),
+                            (6, "Automatic"),
+                        ],
+                        default=1,
+                        verbose_name="matching algorithm",
                     ),
                 ),
+                (
+                    "is_insensitive",
+                    models.BooleanField(default=True, verbose_name="is insensitive"),
+                ),
                 (
                     "source_width",
                     models.PositiveIntegerField(
@@ -78,12 +92,14 @@ class Migration(migrations.Migration):
                     models.DateTimeField(auto_now=True, verbose_name="updated"),
                 ),
                 (
-                    "document_type",
+                    "owner",
                     models.ForeignKey(
-                        on_delete=django.db.models.deletion.CASCADE,
-                        related_name="ocr_templates",
-                        to="documents.documenttype",
-                        verbose_name="document type",
+                        blank=True,
+                        default=None,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="owner",
                     ),
                 ),
                 (
@@ -103,6 +119,7 @@ class Migration(migrations.Migration):
                 "verbose_name": "OCR template",
                 "verbose_name_plural": "OCR templates",
                 "ordering": ("name",),
+                "abstract": False,
             },
         ),
         migrations.CreateModel(
@@ -276,4 +293,19 @@ class Migration(migrations.Migration):
                 "ordering": ("template", "order"),
             },
         ),
+        migrations.AddConstraint(
+            model_name="ocrtemplate",
+            constraint=models.UniqueConstraint(
+                fields=("name", "owner"),
+                name="documents_ocrtemplate_unique_name_owner",
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="ocrtemplate",
+            constraint=models.UniqueConstraint(
+                condition=models.Q(("owner__isnull", True)),
+                fields=("name",),
+                name="documents_ocrtemplate_name_uniq",
+            ),
+        ),
     ]
diff --git a/src/documents/models.py b/src/documents/models.py
index 51808f968..323cbff0c 100644
--- a/src/documents/models.py
+++ b/src/documents/models.py
@@ -2151,28 +2151,15 @@ class WorkflowRun(SoftDeleteModel):
         return f"WorkflowRun of {self.workflow} at {self.run_at} on {self.document}"
 
 
-class OcrTemplate(ModelWithOwner):
+class OcrTemplate(MatchingModel):
     """
-    Defines a set of OCR extraction zones for a specific document type.
+    Defines a set of OCR extraction zones for documents with a common layout.
 
-    When a document of that type is consumed, each zone in the template is
-    cropped from the document image and OCR'd separately. The extracted text
-    is written to the configured custom field or built-in document field.
+    When a consumed document matches the template, each zone is cropped from
+    the document image and OCR'd separately. The extracted text is written to
+    the configured custom field or built-in document field.
     """
 
-    name = models.CharField(
-        _("name"),
-        max_length=128,
-    )
-
-    document_type = models.ForeignKey(
-        "documents.DocumentType",
-        on_delete=models.CASCADE,
-        related_name="ocr_templates",
-        verbose_name=_("document type"),
-        db_index=True,
-    )
-
     source_width = models.PositiveIntegerField(
         _("source width"),
         validators=[MinValueValidator(1)],
@@ -2220,14 +2207,10 @@ class OcrTemplate(ModelWithOwner):
         auto_now=True,
     )
 
-    class Meta:
-        ordering = ("name",)
+    class Meta(MatchingModel.Meta):
         verbose_name = _("OCR template")
         verbose_name_plural = _("OCR templates")
 
-    def __str__(self) -> str:
-        return f"{self.name} ({self.document_type})"
-
 
 class OcrTemplateZone(models.Model):
     """