Fix: index document versions as their root document (#14422)

* Fix: index document versions as their root document

The search index and the LLM index hold root documents only, a root being
indexed with its newest version's content. Every write path therefore had to
remember to hand them the root. Several did not.

WriteBatch.add_or_update, WriteBatch.add_or_update_ids and
llm_index_add_or_update_document now resolve a version to its root themselves.
The reindex command and update_llm_index only walk root documents, and an
incremental LLM update is scoped to the roots of the given ids through
versioning.root_document_ids, which add_or_update_ids shares. more_like_id
returns the root's id for a version. The reprocess task no longer picks the root
for the indexes and only still clears the caches of both documents.

* Fix: rebuild old search indexes and look versions up as their root for similar documents

An index built before versions were indexed as their root can still hold
version entries under their own id and metadata, and only a rebuild clears
them. Bump the schema version so the index is rebuilt on upgrade.

more_like_this_ids looked the given id up in the index as is, so asking for
documents like a version, as the AI suggestions endpoint can, silently found
nothing. It now looks the root up instead.
This commit is contained in:
Trenton H authored and GitHub committed 2026-10-12 11:10:50 -07:00
1 parent 96535991a3
commit 9f2f809131
12 files changed
+337 -44

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@@ -22,6 +22,7 @@ from documents.models import Document
from documents.tasks import update_document_content_maybe_archive_file
from paperless_testing.assertions import FileSystemAssertsMixin
from paperless_testing.dirs import DirectoriesMixin
from paperless_testing.factories import DocumentFactory
sample_file: Path = Path(__file__).parent / "samples" / "simple.pdf"
@@ -116,6 +117,27 @@ class TestMakeIndex:
call_command("document_index", "reindex", skip_checks=True)
mock_get_backend.return_value.rebuild.assert_called_once()
def test_reindex_skips_versions(self, mocker: MockerFixture) -> None:
"""
GIVEN:
- A root document with a version
WHEN:
- The reindex command runs
THEN:
- Only the root document is handed to the rebuild, since a version
is indexed as its root
"""
root = DocumentFactory()
DocumentFactory(root_document=root, version_index=1)
mock_get_backend = mocker.patch(
"documents.management.commands.document_index.get_backend",
)
call_command("document_index", "reindex", skip_checks=True)
documents = mock_get_backend.return_value.rebuild.call_args.args[0]
assert list(documents.values_list("pk", flat=True)) == [root.pk]
def test_optimize(self) -> None:
"""Optimize command must execute without error (Tantivy handles optimization automatically)."""
call_command("document_index", "optimize", skip_checks=True)