From b8659c1af3f2e17b5213c9703dcd701387ecbb92 Mon Sep 17 00:00:00 2001
From: shamoon <4887959+shamoon@users.noreply.github.com>
Date: Tue, 1 Sep 2026 09:55:04 -0700
Subject: [PATCH] Fix: use root doc metadata for filename generation (#13893)

---
 src/documents/models.py                    |  6 +++-
 src/documents/tests/test_document_model.py | 34 ++++++++++++++++++++++
 2 files changed, 39 insertions(+), 1 deletion(-)

diff --git a/src/documents/models.py b/src/documents/models.py
index a4e608720..8dc3090f2 100644
--- a/src/documents/models.py
+++ b/src/documents/models.py
@@ -462,7 +462,11 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
         """
         Returns a sanitized filename for the document, not including any paths.
         """
-        result = str(self)
+        # Root owns metadata for all versions
+        context_document = (
+            self.root_document if self.root_document_id is not None else self
+        )
+        result = str(context_document)
 
         if counter:
             result += f"_{counter:02}"
diff --git a/src/documents/tests/test_document_model.py b/src/documents/tests/test_document_model.py
index 8a58f4b13..7102db238 100644
--- a/src/documents/tests/test_document_model.py
+++ b/src/documents/tests/test_document_model.py
@@ -156,6 +156,40 @@ class TestDocument(TestCase):
         )
         self.assertEqual(doc.get_public_filename(), "2020-12-25 test")
 
+    def test_version_file_name_uses_root_document_metadata(self) -> None:
+        root_correspondent = Correspondent.objects.create(name="Root correspondent")
+        version_correspondent = Correspondent.objects.create(
+            name="Version correspondent",
+        )
+        root = Document.objects.create(
+            mime_type="application/pdf",
+            title="Root title",
+            created=date(2020, 12, 25),
+            correspondent=root_correspondent,
+        )
+        version = Document.objects.create(
+            mime_type="application/pdf",
+            title="Version title",
+            created=date(1990, 1, 1),
+            correspondent=version_correspondent,
+            root_document=root,
+            version_index=1,
+        )
+
+        self.assertEqual(
+            version.get_public_filename(),
+            "2020-12-25 Root correspondent Root title.pdf",
+        )
+
+        root.title = "Updated root title"
+        root.save(update_fields=("title",))
+        version.refresh_from_db()
+
+        self.assertEqual(
+            version.get_public_filename(),
+            "2020-12-25 Root correspondent Updated root title.pdf",
+        )
+
     def test_suggestion_content_uses_latest_version_content_for_root_documents(
         self,
     ) -> None: