Commit Graph
2431 Commits
Author SHA1 Message Date
shamoon 0bd02c0b5c Fix: better LLM errors 2026-09-07 21:21:00 -07:00
shamoon 937feb1bef Change: skip documents with empty content in apply AI suggestions WF (#13985) 2026-09-07 21:56:37 +00:00
Trenton H f5ff18326d Performance: resolve index-write permissions and effective content in bulk (#13869)
* fix(search): resolve index-write permissions and effective content in bulk

Add WriteBatch.add_or_update_ids() and use it in bulk_update_documents
and trash restore, cutting index writes from ~8 queries per document
to a constant handful per batch

* Always these new ones with xdist, try a better condition
2026-09-07 14:43:13 -07:00
shamoon 9a47b20d2a Enhancement: duplicates filter (#13994) 2026-09-07 20:46:49 +00:00
shamoon d65de00ca1 Fix: correct setting ai_enabled to false via UI (#13987) 2026-09-07 20:27:33 +00:00
dependabot[bot]andTrenton Holmes f287a4cb8c Chore(deps): Bump the utilities-minor group across 1 directory with 11 updates (#13988)
* Chore(deps): Bump the utilities-minor group across 1 directory with 11 updates

Bumps the utilities-minor group with 11 updates in the / directory:

| Package | From | To |
| --- | --- | --- |
| [django-guardian](https://github.com/django-guardian/django-guardian) | `3.3.3` | `3.4.0` |
| [django-treenode](https://github.com/fabiocaccamo/django-treenode) | `0.24.0` | `0.25.0` |
| [drf-spectacular-sidecar](https://github.com/tfranzel/drf-spectacular-sidecar) | `2026.7.1` | `2026.8.1` |
| [imap-tools](https://github.com/ikvk/imap_tools) | `1.14.0` | `1.15.0` |
| [ocrmypdf](https://github.com/ocrmypdf/OCRmyPDF) | `17.10.0` | `17.11.0` |
| [prek](https://github.com/j178/prek) | `0.4.11` | `0.5.0` |
| [faker](https://github.com/joke2k/faker) | `40.36.0` | `40.37.0` |
| [pytest-django](https://github.com/pytest-dev/pytest-django) | `4.12.0` | `4.14.0` |
| [pytest-rerunfailures](https://github.com/pytest-dev/pytest-rerunfailures) | `16.4` | `16.6` |
| [time-machine](https://github.com/adamchainz/time-machine) | `3.2.0` | `3.5.0` |
| [types-pygments](https://github.com/python/typeshed) | `2.20.0.20260408` | `2.21.0.20260819` |



Updates `django-guardian` from 3.3.3 to 3.4.0
- [Release notes](https://github.com/django-guardian/django-guardian/releases)
- [Commits](https://github.com/django-guardian/django-guardian/compare/3.3.3...3.4.0)

Updates `django-treenode` from 0.24.0 to 0.25.0
- [Release notes](https://github.com/fabiocaccamo/django-treenode/releases)
- [Changelog](https://github.com/fabiocaccamo/django-treenode/blob/main/CHANGELOG.md)
- [Commits](https://github.com/fabiocaccamo/django-treenode/compare/0.24.0...0.25.0)

Updates `drf-spectacular-sidecar` from 2026.7.1 to 2026.8.1
- [Commits](https://github.com/tfranzel/drf-spectacular-sidecar/compare/2026.7.1...2026.8.1)

Updates `imap-tools` from 1.14.0 to 1.15.0
- [Release notes](https://github.com/ikvk/imap_tools/releases)
- [Changelog](https://github.com/ikvk/imap_tools/blob/master/docs/release_notes.rst)
- [Commits](https://github.com/ikvk/imap_tools/compare/v1.14.0...v1.15.0)

Updates `ocrmypdf` from 17.10.0 to 17.11.0
- [Release notes](https://github.com/ocrmypdf/OCRmyPDF/releases)
- [Commits](https://github.com/ocrmypdf/OCRmyPDF/compare/v17.10.0...v17.11.0)

Updates `prek` from 0.4.11 to 0.5.0
- [Release notes](https://github.com/j178/prek/releases)
- [Changelog](https://github.com/j178/prek/blob/master/CHANGELOG.md)
- [Commits](https://github.com/j178/prek/compare/v0.4.11...v0.5.0)

Updates `faker` from 40.36.0 to 40.37.0
- [Release notes](https://github.com/joke2k/faker/releases)
- [Changelog](https://github.com/joke2k/faker/blob/master/CHANGELOG.md)
- [Commits](https://github.com/joke2k/faker/compare/v40.36.0...v40.37.0)

Updates `pytest-django` from 4.12.0 to 4.14.0
- [Release notes](https://github.com/pytest-dev/pytest-django/releases)
- [Changelog](https://github.com/pytest-dev/pytest-django/blob/main/docs/changelog.rst)
- [Commits](https://github.com/pytest-dev/pytest-django/compare/v4.12.0...v4.14.0)

Updates `pytest-rerunfailures` from 16.4 to 16.6
- [Changelog](https://github.com/pytest-dev/pytest-rerunfailures/blob/master/CHANGES.rst)
- [Commits](https://github.com/pytest-dev/pytest-rerunfailures/compare/16.4...16.6)

Updates `time-machine` from 3.2.0 to 3.5.0
- [Changelog](https://github.com/adamchainz/time-machine/blob/main/docs/changelog.rst)
- [Commits](https://github.com/adamchainz/time-machine/compare/3.2.0...3.5.0)

Updates `types-pygments` from 2.20.0.20260408 to 2.21.0.20260819
- [Commits](https://github.com/python/typeshed/commits)

---
updated-dependencies:
- dependency-name: django-guardian
  dependency-version: 3.4.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: django-treenode
  dependency-version: 0.25.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: drf-spectacular-sidecar
  dependency-version: 2026.8.1
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: faker
  dependency-version: 40.37.0
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: imap-tools
  dependency-version: 1.15.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: ocrmypdf
  dependency-version: 17.11.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: prek
  dependency-version: 0.5.0
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: pytest-django
  dependency-version: 4.14.0
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: pytest-rerunfailures
  dependency-version: '16.6'
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: time-machine
  dependency-version: 3.5.0
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
- dependency-name: types-pygments
  dependency-version: 2.21.0.20260819
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: utilities-minor
...

Signed-off-by: dependabot[bot] <support@github.com>

* Handles pytest-django

* Formatting

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Trenton Holmes <797416+stumpylog@users.noreply.github.com>
2026-09-07 20:13:15 +00:00
shamoon 3899e0f0d6 Fix: correct add version actor parity (#14016) 2026-09-06 15:51:53 -07:00
shamoon 3f4d2a4b5a And the backend 2026-09-04 07:14:58 -07:00
Trenton Handshamoon 351892bbab Fix: skip vector store document id filter for unrestricted chat users (#13937)
* Fix: skip vector store document id filter for unrestricted chat users

ChatStreamingView built an IN filter from every permitted document id
for the "chat over all documents" case, which exceeds the vector
store's SQLite bound-parameter safety limit on installs with more
than ~32700 documents, silently returning no context. For a user who
can see every document (an active superuser), that filter never
narrows anything, so skip it and let the retriever search the whole
index instead.

* Minor improvements from a Claude review

* When a user is unrestricted chatting, still exclude trashed documents using a 'NOT IN' SQL statement.  Wire that up where we need it

* Update src/paperless_ai/chat.py

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
2026-09-02 18:08:54 +00:00
shamoon c5765a50a1 Fix: ensure apply ai suggestions always runs after document created (#13940) 2026-09-02 16:12:49 +00:00
Trenton H c2a9532b8f Fix: Handle Celery enqueue failures when enqueuing files for consumption (#13935) 2026-09-02 15:58:27 +00:00
Trenton H d78754bff1 Security: validate remote OCR endpoint against internal SSRF (#13897)
* Security: validate remote OCR endpoint against internal SSRF

Adds PAPERLESS_REMOTE_OCR_ALLOW_INTERNAL_ENDPOINTS (default true)
and validates remote_ocr_endpoint via validate_outbound_http_url
on the config serializer, matching the existing LLM endpoint handling.

* Validates te outbound url again right before use

* cover empty-value branch of validate_remote_ocr_endpoint because coverage

* re-validate remote OCR endpoint on every outbound request
2026-09-01 20:22:10 +00:00
Trenton H f993462973 Security: Minor additional hardening (#13898)
* Security: bump jinja2 floor to 3.1.6 (CVE-2025-27516)

* Security: anchor the /share/ URL pattern

* Security: handle missing file on public share view without 500

* Security: scope correspondent last_correspondence to permitted documents

* Security: disable PUT/PATCH on share link bundles
2026-09-01 19:53:28 +00:00
shamoon ae70b8d60f Chore: consolidate pickle hmac signing (#13899) 2026-09-01 12:41:45 -07:00
shamoon b8659c1af3 Fix: use root doc metadata for filename generation (#13893) 2026-09-01 09:55:04 -07:00
shamoon 624b7911e5 Merge commit from fork 2026-09-01 07:56:38 -07:00
shamoon bfe8213b78 Fix: re-use permitted_object_ids 2026-09-01 07:45:47 -07:00
Trenton H 06e9c1c02b Chore: Isolate the search index directory in trash-restore tests, they were using a persistent index (#13876) 2026-08-31 14:43:14 +00:00
shamoon fd543f2bff Fix: 3.1.0 llm suggestions remove existing metadata from prompt, dont drop name suggestions (#13866) 2026-08-30 21:25:26 -07:00
shamoon 9c475e0b27 Fix: 3.1.0 llm suggestion raw cache user scoping (#13849) 2026-08-29 13:02:05 -07:00
shamoon 05917a04aa Fix: immediately re-add doc to index after trash restore (#13818) 2026-08-27 12:19:31 -07:00
shamoon 406bc1a233 Fix: defer add_nested_tags in ai workflow to avoid losing unsaved changes 2026-08-26 14:18:40 -07:00
shamoon 549afde1fd Enhancement: Apply AI suggestions workflow action (#13639) 2026-08-26 16:41:21 +00:00
shamoon 7330c4d9cb Fix: exclude version documents from bulk edit "all" (#13791) 2026-08-26 14:27:31 +00:00
shamoon 78025df405 Performance: fetch note authors with prefetch instead of one query each (#13790) 2026-08-25 14:35:22 -07:00
shamoon b90ccf910f Finally, the remote ocr workflow (#13637)
* Ok! Backend stuff for the remote ocr workflow

* Frotnend workflow stuff

* And docs

* Fix dynamic action fields thing

* Actually, fix the action dropdown thing

* Fix this validation thing, and we have to check existing actions

* Fix migration
2026-08-24 14:43:05 -07:00
shamoon c93c996edf Remote ocr reprocess (#13636)
* Backend stuff for remote ocr reprocess, add to bulk edit pass in from ui settings

* Ok, frontend reprocess remote option

* Docs
2026-08-24 14:43:05 -07:00
shamoon 7f1609332a Allow parsers to declare uses remote, and remote ocr_mode (#13634)
* uses_remote_service + allow_remote to allow opt-in / out of remote OCR

* Add to parser dev docs

* remote_ocr_mode config setting

* Checks for remote_ocr_mode and fix import

* Update config.component.spec.ts

* More tests for remote_ocr_mode

* Docs for remote_ocr_mode

* Ok, wire up the remote_ocr_mode with allow_remote for consumer

* Update consumer.py

* Format remote OCR mode check tests

* Use get_choice_from_env
2026-08-24 14:43:04 -07:00
shamoon 4fd1c60731 Enhancement: support using remote OCR engines selectively (#13633)
* Backend changes and migration for remote OCR Config

* Backend tests

* Frontend stuff, with sections

* Docs

* Update test_tesseract_parser.py

* Actually we cant use this any more, in case settings are in app config

* Dont mark entire test file for db, use a mock for empty engine settings
2026-08-24 14:17:52 -07:00
shamoonandTrenton H bab9129ff8 Fix: lazy import guardian modules to fix search language setting (#13768)
Co-authored-by: Trenton H <797416+stumpylog@users.noreply.github.com>
2026-08-24 13:46:20 +00:00
shamoon 294328f174 Fix: version indexing fixes (#13737) 2026-08-23 23:04:47 +00:00
shamoon 0458bad5f2 Fix: append charset to file response for text files (#13759) 2026-08-22 06:15:53 -07:00
shamoon 7e4a644714 Fix: align bulk edit perms with document model (#13757) 2026-08-22 05:24:16 -07:00
shamoon e389298aab Enhancement: merge documents as versions (#13515) 2026-08-19 07:20:14 -07:00
shamoon 643d0205bc Fix: dont re-render path template when checking collisions (#13718) 2026-08-18 07:19:51 -07:00
Trenton H 0e5fbc973a Enhancement: prefer existing tags, types, correspondents, and storage paths in AI suggestions (#13676)
AI Suggestions previously invented near-duplicate metadata because the classification
prompt had no knowledge of the installation's own taxonomy. This surfaces
a small, ranked, permission-filtered set of existing tags/document
types/correspondents/storage paths - drawn from the document's RAG
neighbors plus its own already-assigned metadata - so the model prefers
reusing what already exists.

The LLM response schema now returns existing_ids (IDs of reused
candidates) separately from new_names (genuinely new suggestions).
Only new_names goes through localization and fuzzy name-matching;
existing_ids is resolved deterministically and never touched by the
localization pass, so exact matches can no longer be silently
corrupted by translation.
2026-08-14 15:51:34 -07:00
Trenton H fe5d09a123 Fix: reopen a fresh Tantivy index per write to prevent orphaned segment files (#13682) 2026-08-14 16:21:15 +00:00
Max Truxa f5c0d118f7 Fix: fix validation of workflow title assignment (#13659) 2026-08-13 12:46:57 -07:00
Trenton Handshamoon ff13847d0a Feature: Allow selection of compression type and and level during export (#13661)
* Feature: Allow configuring the compression type and compression levels during export

Building on the zip export improvements, this now allows users to further configure the
zip to fit their needs.  A simple stored zip for speed, or a high compression zstd for
the smallest archive.  Full validation of the method and levels at the command line

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
2026-08-13 18:29:33 +00:00
shamoon e150c8c7c0 Enhancement: customizable icons for saved views (#13388) 2026-08-12 19:03:24 +00:00
Jayden 879cd4a30a Enhancement: Add --url argument to document_fuzzy_match to improve output (#13123)
Added a new --url argument to specify the base URL of the Paperless instance, allowing matched documents to be displayed as clickable links. Updated the logic to fetch document titles based on the presence of the base URL.
2026-08-12 08:23:05 -07:00
Trenton H 59a2651804 Fix: pass document chat queries as a QuerySet instead of a materialized list (#13638)
In tracemalloc based profiling, not materializing the whole Document list
reduced memory to approximately 20% of the baseline, with a peak memory
that scaled with the library size.  Now, the lazt queryset is used and only
the needed pk value is actually contributing to memory
2026-08-11 15:25:08 +00:00
shamoon 855669ddf9 Fix: fixes for workflow assign custom field values (#13630) 2026-08-10 07:38:07 -07:00
Trenton H 5e5f6a88a3 Fix: deny deactivated users in permission filtering and auto-login (#13623)
* Fix: Hardening sweep, ensure a user is active, not just authenticated

* Missed this test
2026-08-10 02:25:06 +00:00
Trenton HandClaude Sonnet 5 fc242bb570 Performance: unify permission-filtering backends, fixes Correspondent/Tag list slowness (#13601)
* feat: add unified PermittedObjectsFilter backed by permitted_object_ids

* refactor: migrate all ViewSets to unified PermittedObjectsFilter

Replace the deprecated ObjectOwnedOrGrantedPermissionsFilter,
DocumentPermissionsFilter, and ObjectOwnedPermissionsFilter aliases
with PermittedObjectsFilter directly across documents/views.py (8
sites, including TrashView's include_granted=False subclass) and
paperless_mail/views.py (3 sites), then delete the now-unreferenced
alias classes from documents/filters.py.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UFyrt7FWbRRdTUAcdqBcsc

* docs: document legacy status of get_objects_for_user_owner_aware/has_perms_owner_aware

Stage 4's PermittedObjectsFilter/permitted_object_ids() covers the
queryset-filtering use case, but both functions still have production
callers outside this plan's scope (documents/views.py,
documents/serialisers.py, documents/signals/handlers.py,
paperless_ai/matching.py, paperless_ai/ai_classifier.py). Per Task 20
Step 2, they are kept in place rather than partially deleted, with
docstrings updated to note their legacy status and remaining callers.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UFyrt7FWbRRdTUAcdqBcsc

* Fix: address final review findings for permission-filter unification

- Add a permanent regression test pinning TrashView's include_granted=False
  wiring: an explicit view_document grant on a trashed document must not
  leak it into /api/trash/ for a non-owner, non-superuser requester.
- Drop the now-dead direct dependency djangorestframework-guardian; the
  last rest_framework_guardian import was removed by this branch's
  migration onto PermittedObjectsFilter. django-guardian is untouched.
- Replace the hand-maintained, already-stale caller lists in
  get_objects_for_user_owner_aware/has_perms_owner_aware docstrings with a
  pointer to grep for remaining callers instead.
- In PermittedObjectsFilter.filter_queryset, compute `model` only on the
  include_granted=True path that actually uses it.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UFyrt7FWbRRdTUAcdqBcsc

* perf: check bulk-edit-objects apply_to_all permissions via DB-side exclude/exists

Materialized the full permitted_object_ids() set into a Python set() just
to check membership for the request's objs queryset -- the same pattern
already fixed at four other sites for Document. This one is used by
apply_to_all, where objs can be an unbounded filtered selection (e.g. all
tags matching a filter) rather than a small request-supplied ID list,
making the wasted materialization worse here than at the sites already
fixed.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* Cleans up the comment about why this is still here for now

---------

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-08 07:27:18 -07:00
Trenton HandClaude Sonnet 5 b192a419fd perf: migrate bulk-edit-objects dispatch to permitted_object_ids (#13576)
* perf: migrate bulk-edit-objects apply_to_all dispatch to permitted_object_ids

Replaces get_objects_for_user_owner_aware/has_perms_owner_aware in the
BulkEditObjectsView apply_to_all dispatch (Tag/Correspondent/DocumentType/
StoragePath) with permitted_object_ids and the resolve-once,
check-membership pattern used elsewhere in this stage. Tag-descendant
expansion logic left untouched. Adds a security test pinning that
apply_to_all excludes objects the requester lacks object-level permission
on.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UmMBGW9FKyDgmKRJ5H9rif

* test: add tag-descendant partial-permission coverage, verify pre-migration characterization

Adds TestBulkEditObjectsTagDescendantPartialPermission, exercising the
tag-descendant-expansion block in BulkEditObjectsView.post as a
non-superuser with object-level change_tag granted on a parent tag and
one of two children but not the other, confirming the expansion only
pulls in descendants the requester actually has permission on.

Verified both this test and the existing apply_to_all boundary test
pass unchanged against the pre-migration
get_objects_for_user_owner_aware/has_perms_owner_aware code (reverted
via a scratch patch of the prior commit's views.py hunk, then
restored), confirming they characterize genuine pre-existing behavior
rather than something the permitted_object_ids migration made
necessary.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UmMBGW9FKyDgmKRJ5H9rif

---------

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-08 07:27:17 -07:00
Trenton HandClaude Sonnet 5 3986150f95 perf: migrate matching.py's classification lookups to permitted_object_ids (#13575)
* perf: migrate matching.py's 4 permission-filtered lookups to permitted_object_ids

* test: add matching.py permission coverage for correspondents, document types, storage paths

Completes the parametrized coverage started for tags -- proves all 4
matching.py lookups migrated to permitted_object_ids respect
per-object view permissions, not just the tag case.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-08 07:27:17 -07:00
Trenton HandClaude Sonnet 5 ee5588ade3 Performance: generalize permitted_document_ids into permitted_object_ids for any model (#13578)
* feat: generalize permitted_document_ids into permitted_object_ids for any model

Implements Task 14 of the permission-filtering consolidation plan:
- Add generic permitted_object_ids(user, model, perm, include_deleted=False)
- Refactor permitted_document_ids to delegate to permitted_object_ids
- Add comprehensive tests for Tag/Correspondent/DocumentType/StoragePath
- Preserve exact public behavior of permitted_document_ids (100% regression-free)

All 38 tests pass (18 existing + 20 new). The include_deleted parameter
correctly handles soft-delete patterns (effective only for Document).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* refactor: add type hints to permitted_object_ids and permitted_document_ids

Add missing type annotations to match the established conventions in this file
(see get_objects_for_user_owner_aware). Also added Model import from django.db.models.

- permitted_object_ids: user: User | None, model: type[Model], return -> QuerySet[int]
- permitted_document_ids: user: User | None, return -> QuerySet[int]

All 38 permission filtering security tests pass; this is a type-annotation-only change.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UmMBGW9FKyDgmKRJ5H9rif

* refactor: remove redundant deleted_at filter in permitted_object_ids

SoftDeleteManager's own get_queryset() already excludes soft-deleted
rows, so the extra deleted_at__isnull=True filter was dead code.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-08 07:27:16 -07:00
shamoon cb03a0b33e Fix: fix broken docker frontend from esbuild migration (#13603) 2026-08-07 12:59:46 -07:00
Trenton H d1f5eb0335 Performance: reduce memory and I/O overhead of the document exporter during zip exports (#13490) 2026-08-07 18:50:22 +00:00