Commit Graph
36 Commits
Author SHA1 Message Date
e34eda07bb Enhancement: support separate embedding API key (#14067)
Co-authored-by: Claude Code <noreply@anthropic.com>
Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
2026-09-23 11:44:37 -07:00
Trenton H 03ac4aed7e Chore: Move the cross-app test helpers into the shared layer and add a progress fixture (#14221)
Test modules in paperless, paperless_mail and documents imported filesystem assertions, the migration test base, the retry helper and the streaming-response reader out of documents/tests/utils.py, which kept each app's tests coupled to another app's test package.

They now live in paperless_testing, and the progress manager fake is renamed FakeProgressManager and now subclasses the real ProgressManager, overriding only the transport, so the payload it records is built by the production code. The twenty places that patched documents.tasks.ProgressManager by hand now use a fake_progress_manager fixture.
2026-09-22 08:02:17 -07:00
Trenton H 99ce6b5db3 Chore: Share the API client fixtures and build test users cheaply (#14199) 2026-09-21 10:57:14 -07:00
Trenton H f440e8d33c Chore: Move unittest directory setup onto the shared fixture (#14172)
The unittest side of the suite built its temp directory tree with
tempfile.mkdtemp and a manually enabled override_settings, cleaned up only if
tearDown ran. That is now gone. DirectoriesMixin lives alongside the layout it
bridges and does nothing but hand the paperless_dirs fixture to TestCase
subclasses as self.dirs, so both halves of the suite get the same twelve
settings, the same directory shapes and cleanup owned by tmp_path.

The mixin moves to paperless_testing.dirs rather than staying in the documents
test utilities, because modules in paperless and paperless_mail import it
across the app boundary. The thirty-eight consuming modules change only their
import line; self.dirs.scratch_dir and its siblings keep working.
2026-09-21 10:57:12 -07:00
Trenton H 1f374cd656 Fix: reject non-dict user_args/barcode_tag_mapping in config API (#14118)
JSONField(binary=True) accepts any JSON value, so a truthy non-dict
(bool/int/list/string) silently passed validation.

Additionally, require string substitutes in barcode_tag_mapping, a non-string
substitute value made the barcode tag substitution fail inside
get_tag_ids, and the tag was silently skipped. barcode_tag_mapping values
must now be strings (empty still means "use the raw barcode").
2026-09-15 16:14:01 +00:00
shamoon 7813375123 Enhancement (QoL): surface externally-set options in Config UI (#13989) 2026-09-08 14:39:22 +00:00
shamoon d65de00ca1 Fix: correct setting ai_enabled to false via UI (#13987) 2026-09-07 20:27:33 +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
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
shamoon a488ba6f90 Fix: correctly serve app logo specified in env (#13561) 2026-08-05 07:39:04 -07:00
shamoon 262183e848 Enhancement (beta): support LLM timeout config (#13002) 2026-06-18 08:35:11 -07:00
eb292baa69 Enhancement (beta): Switch the AI vector store to LanceDB (#12944)
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: shamoon <shamoon@users.noreply.github.com>
2026-06-07 11:31:26 -07:00
shamoon 1663ed170c Enhancement (beta): add direct LLM language setting (#12906) 2026-06-03 15:53:22 +00:00
shamoon f6c865bf47 Enhancement: AI LLM chunk size and context window config (#12891) 2026-06-01 17:56:21 +00:00
shamoon 79d0a04df0 Enhancement: support ollama embeddings (#12753) 2026-05-09 00:06:14 +00:00
shamoon 69cb4d06c6 Enhancement (dev): Use OpenAI-like backend (#12668) 2026-04-28 10:06:59 -07:00
Trenton H 14fe520319 Chore: Update typing and baselines again (#12641)
a
2026-04-28 09:28:05 -07:00
Trenton HandClaude Sonnet 4.6 8e67828bd7 Feature: Redesign the task system (#12584)
* feat(tasks): replace PaperlessTask model with structured redesign

Drop the old string-based PaperlessTask table and recreate it with
Status/TaskType/TriggerSource enums, JSONField result storage, and
duration tracking fields. Update all call sites to use the new API.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(tasks): rewrite signal handlers to track all task types

Replace the old consume_file-only handler with a full rewrite that tracks
6 task types (consume_file, train_classifier, sanity_check, index_optimize,
llm_index, mail_fetch) with proper trigger source detection, input data
extraction, legacy result string parsing, duration/wait time recording,
and structured error capture on failure.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test(tasks): add traceback and revoked state coverage to signal tests

* refactor(tasks): remove manual PaperlessTask creation and scheduled/auto params

All task records are now created exclusively via Celery signals (Task 2).
Removed PaperlessTask creation/update from train_classifier, sanity_check,
llmindex_index, and check_sanity. Removed scheduled= and auto= parameters
from all 7 call sites. Updated apply_async callers to use trigger_source
headers instead. Exceptions now propagate naturally from task functions.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(tasks): auto-inject trigger_source=scheduled header for all beat tasks

Inject `headers: {"trigger_source": "scheduled"}` into every Celery beat
schedule entry so signal handlers can identify scheduler-originated tasks
without per-task instrumentation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(tasks): update serializer, filter, and viewset with v9 backwards compat

- Replace TasksViewSerializer/RunTaskViewSerializer with TaskSerializerV10
  (new field names), TaskSerializerV9 (v9 compat), TaskSummarySerializer,
  and RunTaskSerializer
- Add AcknowledgeTasksViewSerializer unchanged (kept existing validation)
- Expand PaperlessTaskFilterSet with MultipleChoiceFilter for task_type,
  trigger_source, status; add is_complete, date_created_after/before filters
- Replace TasksViewSet.get_serializer_class() to branch on request.version
- Add get_queryset() v9 compat for task_name/type query params
- Add acknowledge_all, summary, active actions to TasksViewSet
- Rewrite run action to use apply_async with trigger_source header
- Add timedelta import to views.py; add MultipleChoiceFilter/DateTimeFilter
  to filters.py imports

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(tasks): add read_only_fields to TaskSerializerV9, enforce admin via permission_classes on run action

* test(tasks): rewrite API task tests for redesigned model and v9 compat

Replaces the old Django TestCase-based tests with pytest-style classes using
PaperlessTaskFactory. Covers v10 field names, v9 backwards-compat field
mapping, filtering, ordering, acknowledge, acknowledge_all, summary, active,
and run endpoints. Also adds PaperlessTaskFactory to factories.py and fixes
a redundant source= kwarg in TaskSerializerV10.related_document_ids.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test(tasks): fix two spec gaps in task API test suite

Move test_list_is_owner_aware to TestGetTasksV10 (it tests GET /api/tasks/,
not acknowledge). Add test_related_document_ids_includes_duplicate_of to
cover the duplicate_of path in the related_document_ids property.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test(tasks): address code quality review findings

Remove trivial field-existence tests per project conventions. Fix
potentially flaky ordering test to use explicit date_created values.
Add is_complete=false filter test, v9 type filter input direction test,
and tighten TestActive second test to target REVOKED specifically.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(tasks): update TaskAdmin for redesigned model

Add date_created, duration_seconds to list_display; add trigger_source
to list_filter; add input_data, duration_seconds, wait_time_seconds to
readonly_fields.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(tasks): update Angular types and service for task redesign

Replace PaperlessTaskName/PaperlessTaskType/PaperlessTaskStatus enums
with new PaperlessTaskType, PaperlessTaskTriggerSource, PaperlessTaskStatus
enums. Update PaperlessTask interface to new field names (task_type,
trigger_source, input_data, result_message, related_document_ids).
Update TasksService to filter by task_type instead of task_name.
Update tasks component and system-status-dialog to use new field names.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore(tasks): remove django-celery-results

PaperlessTask now tracks all task results via Celery signals. The
django-celery-results DB backend was write-only -- nothing reads
from it. Drop the package and add a migration to clean up the
orphaned tables.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test: fix remaining tests broken by task system redesign

Update all tests that created PaperlessTask objects with old field names
to use PaperlessTaskFactory and new field names (task_type, trigger_source,
status, result_message). Use apply_async instead of delay where mocked.
Drop TestCheckSanityTaskRecording — tests PaperlessTask creation that was
intentionally removed from check_sanity().

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test(tasks): improve test_api_tasks.py structure and add api marker

- Move admin_client, v9_client, user_client fixtures to conftest.py so
  they can be reused by other API tests; all three now build on the
  rest_api_client fixture instead of creating APIClient() directly
- Move regular_user fixture to conftest.py (was already done, now also
  used by the new client fixtures)
- Add docstrings to every test method describing the behaviour under test
- Move timedelta/timezone imports to module level
- Register 'api' pytest marker in pyproject.toml and apply pytestmark to
  the entire file so all 40 tests are selectable via -m api

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* refactor(tasks): simplify task tracking code after redesign

- Extract COMPLETE_STATUSES as a class constant on PaperlessTask,
  eliminating the repeated status tuple across models.py, views.py (3×),
  and filters.py
- Extract _CELERY_STATE_TO_STATUS as a module-level constant instead of
  rebuilding the dict on every task_postrun
- Extract _V9_TYPE_TO_TRIGGER_SOURCE and _RUNNABLE_TASKS as class
  constants on TasksViewSet instead of rebuilding on every request
- Extract _TRIGGER_SOURCE_TO_V9_TYPE as a class constant on
  TaskSerializerV9 instead of rebuilding per serialized object
- Extract _get_consume_args helper to deduplicate identical arg
  extraction logic in _extract_input_data, _determine_trigger_source,
  and _extract_owner_id
- Move inline imports (re, traceback) and Avg to module level
- Fix _DOCUMENT_SOURCE_TO_TRIGGER type annotation key type to
  DocumentSource instead of Any
- Remove redundant truthiness checks in SystemStatusView branches
  already guarded by an is-None check

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* refactor(tasks): add docstrings and rename _parse_legacy_result

- Add docstrings to _extract_input_data, _determine_trigger_source,
  _extract_owner_id explaining what each helper does and why
- Rename _parse_legacy_result -> _parse_consume_result: the function
  parses current consume_file string outputs (consumer.py returns
  "New document id N created" and "It is a duplicate of X (#N)"),
  not legacy data; the old name was misleading

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(tasks): extend and harden the task system redesign

- TaskType: add EMPTY_TRASH, CHECK_WORKFLOWS, CLEANUP_SHARE_LINKS;
  remove INDEX_REBUILD (no backing task — beat schedule uses index_optimize)
- TRACKED_TASKS: wire up all nine task types including the three new ones
  and llmindex_index / process_mail_accounts
- Add task_revoked_handler so cancelled/expired tasks are marked REVOKED
- Fix double-write: task_postrun_handler no longer overwrites result_data
  when status is already FAILURE (task_failure_handler owns that write)
- v9 serialiser: map EMAIL_CONSUME and FOLDER_CONSUME to AUTO_TASK
- views: scope task list to owner for regular users, admins see all;
  validate ?days= query param and return 400 on bad input
- tests: add test_list_admin_sees_all_tasks; rename/fix
  test_parses_duplicate_string (duplicates produce SUCCESS, not FAILURE);
  use PaperlessTaskFactory in modified tests

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(tasks): fix MAIL_FETCH null input_data and postrun double-query

- _extract_input_data: return {} instead of {"account_ids": None} when
  process_mail_accounts is called without an explicit account list (the
  normal beat-scheduled path); add test to cover this path
- task_postrun_handler: replace filter().first() + filter().update() with
  get() + save(update_fields=[...]) — single fetch, single write,
  consistent with task_prerun_handler

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(tasks): add queryset stub to satisfy drf-spectacular schema generation

TasksViewSet.get_queryset() accesses request.user, which drf-spectacular
cannot provide during static schema generation.  Adding a class-level
queryset = PaperlessTask.objects.none() gives spectacular a model to
introspect without invoking get_queryset(), eliminating both warnings
and the test_valid_schema failure.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test(tasks): fill coverage gaps in task system

- test_task_signals: add TestTaskRevokedHandler (marks REVOKED, ignores
  None request, ignores unknown id); switch existing direct
  PaperlessTask.objects.create calls to PaperlessTaskFactory; import
  pytest_mock and use MockerFixture typing on mocker params
- test_api_tasks: add test_rejects_invalid_days_param to TestSummary
- tasks.service.spec: add dismissAllTasks test (POST acknowledge_all +
  reload)
- models: add pragma: no cover to __str__, is_complete, and
  related_document_ids (trivial delegates, covered indirectly)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Well, that was a bad push.

* Fixes v9 API compatability with testing coverage

* fix(tasks): restore INDEX_OPTIMIZE enum and remove no-op run button

INDEX_OPTIMIZE was dropped from the TaskType enum but still referenced
in _RUNNABLE_TASKS (views.py) and the frontend system-status-dialog,
causing an AttributeError at import time. Restore the enum value in the
model and migration so the serializer accepts it, but remove it from
_RUNNABLE_TASKS since index_optimize is a Tantivy no-op. Remove the
frontend "Run Task" button for index optimization accordingly.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(tasks): v9 type filter now matches all equivalent trigger sources

The v9 ?type= query param mapped each value to a single TriggerSource,
but the serializer maps multiple sources to the same v9 type value.
A task serialized as "auto_task" would not appear when filtering by
?type=auto_task if its trigger_source was email_consume or
folder_consume. Same issue for "manual_task" missing web_ui and
api_upload sources. Changed to trigger_source__in with the full set
of sources for each v9 type value.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(tasks): give task_failure_handler full ownership of FAILURE path

task_postrun_handler now early-returns for FAILURE states instead of
redundantly writing status and date_done. task_failure_handler now
computes duration_seconds and wait_time_seconds so failed tasks get
complete timing data. This eliminates a wasted .get() + .save() round
trip on every failed task and gives each handler a clean, non-overlapping
responsibility.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(tasks): resolve trigger_source header via TriggerSource enum lookup

Replace two hardcoded string comparisons ("scheduled", "system") with a
single TriggerSource(header_source) lookup so the enum values are the
single source of truth. Any valid TriggerSource DB value passed in the
header is accepted; invalid values fall through to the document-source /
MANUAL logic. Update tests to pass enum values in headers rather than raw
strings, and add a test for the invalid-header fallback path.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(tasks): use TriggerSource enum values at all apply_async call sites

Replace raw strings ("system", "manual") with PaperlessTask.TriggerSource
enum values in the three callers that can import models. The settings
file remains a raw string (models cannot be imported at settings load
time) with a comment pointing to the enum value it must match.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test(tasks): parametrize repetitive test cases in task test files

test_api_tasks.py:
- Collapse six trigger_source->v9-type tests into one parametrized test,
  adding the previously untested API_UPLOAD case
- Collapse three task_name mapping tests (two remaps + pass-through)
  into one parametrized test
- Collapse two acknowledge_all status tests into one parametrized test
- Collapse two run-endpoint 400 tests into one parametrized test
- Update run/ assertions to use TriggerSource enum values

test_task_signals.py:
- Collapse three trigger_source header tests into one parametrized test
- Collapse two DocumentSource->TriggerSource mapping tests into one
  parametrized test
- Collapse two prerun ignore-invalid-id tests into one parametrized test

All parametrize cases use pytest.param with descriptive ids.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Handle JSON serialization for datetime and Path.  Further restrist the v9 permissions as Copilot suggests

* That should fix the generated schema/browser

* Use XSerializer for the schema

* A few more basic cases I see no value in covering

* Drops the migration related stuff too.  Just in case we want it again or it confuses people

* fix: annotate tasks_summary_retrieve as array of TaskSummarySerializer

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: annotate tasks_active_retrieve as array of TaskSerializerV10

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Restore task running to superuser only

* Removes the acknowledge/dismiss all stuff

* Aligns v10 and v9 task permissions with each other

* Short blurb just to warn users about the tasks being cleared

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 09:28:41 -07:00
shamoon 51e721733f Enhancement: validate and sanitize uploaded logos (#12551) 2026-04-10 11:50:58 -07:00
c232d443fa Breaking: Decouple OCR control from archive file control (#12448)
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
2026-04-06 15:50:21 -07:00
shamoon 4d4f30b5f8 Security: validate outbound llm URLs and block internal endpoints 2026-03-16 22:58:16 -07:00
Sebastian Steinbeißer 3b5ffbf9fa Chore(mypy): Annotate None returns for typing improvements (#11213) 2026-02-02 08:44:12 -08:00
Christoph Schober d16d3fb618 Feature: support split documents based on tag barcodes (#11645) 2026-01-29 08:05:33 -08:00
shamoon e940764fe0 Feature: Paperless AI (#10319) 2026-01-13 16:24:42 +00:00
shamoon 078cba4bd1 Fix: allow safe <style> tags in SVG uploads (#11593) 2025-12-12 22:01:56 +00:00
Trenton H d9a596d67a Fix: Expanded SVG validation whitelist and additional checks (#11590) 2025-12-12 20:04:04 +00:00
shamoon 0ccc2da9bb Fix some tests from b1c406680f 2025-08-16 07:53:48 -07:00
shamoon b1c406680f Merge commit from fork
* Security: prevent XSS with storage path template rendering

* Security: prevent XSS svg uploads

* Security: force attachment disposition for logo

* Add suggestions from code review

* Improve SVG validation with allowlist for tags and attributes
2025-08-16 07:34:00 -07:00
shamoon e4fd008441 Fix: fix some API crashes (#10196) 2025-06-16 22:44:39 -07:00
shamoon 6a5be992c0 Enhancement: add barcode frontend config (#9742) 2025-05-11 19:44:06 +00:00
Sebastian Steinbeißer 76d363f22d Chore: switch from os.path to pathlib.Path (#9060) 2025-03-05 21:06:01 +00:00
Trenton H 6d2ae3df1f Resolves test issues with Python 3.12 (#6902) 2024-06-03 12:33:46 -07:00
shamoon 2a6e79acc8 Feature: app branding (#5357) 2024-01-13 19:57:25 +00:00
shamoon b0aeec4c43 Fix: Coerce language app config field to None if empty 2024-01-10 13:21:51 -08:00
Trenton Handshamoon a12e1fae72 Fix: Don't require the JSON user arguments field (#5320)
* Allows new user args field to be null

* Coerce empty string to None for user_args JSONField

---------

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
2024-01-08 13:14:36 -08:00