Commit Graph

145 Commits

Author SHA1 Message Date
Trenton H 58789e5061 Chore: Structured consume task return values (#12612) 2026-04-20 13:19:54 -07:00
Trenton H 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
Trenton H aed9abe48c Feature: Replace Whoosh with tantivy search backend (#12471)
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: Antoine Mérino <3023499+Merinorus@users.noreply.github.com>
2026-04-02 12:38:22 -07:00
shamoon 1f074390e4 Feature: sharelink bundles (#11682) 2026-01-27 18:54:51 +00:00
Trenton H d0032c18be Breaking: Remove support for document and thumbnail encryption (#11850) 2026-01-24 19:29:54 -08:00
shamoon 4cff907ba0 Feature: Nested Tags (#10833)
---------

Co-authored-by: Trenton H <797416+stumpylog@users.noreply.github.com>
2025-09-17 21:41:39 +00:00
Trenton H 177cc9d985 Fixes admin pages to show trashed documents too (#8068) 2024-11-07 23:04:29 +00:00
Adam Bogdał 5723bd8dd8 Fix: speed up admin panel for installs with a large number of documents (#5052) 2023-12-19 16:17:43 -08:00
shamoon 10729f0362 Feature: Implement custom fields for documents (#4502)
Adds custom fields of certain data types, attachable to documents and searchable

Co-Authored-By: Trenton H <797416+stumpylog@users.noreply.github.com>
2023-11-05 17:27:23 -08:00
nanokatz 38e035b95c Feature: Audit Trail (#4425)
Adds new feature for optionally enabling change tracking for possible audit purposes
---------

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
Co-authored-by: Trenton Holmes <797416+stumpylog@users.noreply.github.com>
2023-10-30 09:23:22 -07:00
Trenton H 8d60506884 Standarizes the imports across all the files and modules (#4248) 2023-09-23 20:17:01 -07:00
shamoon 7c9ab8c0b6 Feature: Share links (#3996)
* Implement share links

Basic implementation of share links

Make certain share link fields not editable, automatically grant permissions on migrate

Updated styling, error messages from expired / deleted links

frontend code linting, reversable sharelink migration

testing coverage

Update translation strings

No links message

* Consolidate file response methods

* improvements to share links on mobile devices

* Refactor share links file_version

* Add docs for share links

* Apply suggestions from code review

* When filtering share links, use the timezone aware now()

* Removes extra call to setup directories for usage in testing

* FIx copied badge display on some browsers

* Move copy to ngx-clipboard library

---------

Co-authored-by: Trenton H <797416+stumpylog@users.noreply.github.com>
2023-09-14 13:32:43 -07:00
Trenton H 6f163111ce Upgrades black to v23, upgrades ruff 2023-04-26 09:35:27 -07:00
shamoon bf8ae22f3f Rename comments --> notes 2023-03-18 13:59:17 -07:00
Michael Shamoon f31cee75f3 Merge branch 'dev' into feature-permissions 2022-12-17 20:05:12 -08:00
Trenton H ebaaa3a1e8 Adds a basic admin view for tasks 2022-12-15 11:31:50 -08:00
Michael Shamoon 18e0012a59 API object permissions retrieval, grant and revoke 2022-12-06 22:05:24 -08:00
Michael Shamoon dbaa606a9f add django-guardian, djangorestframework-guardian 2022-12-05 21:02:56 -08:00
Gwyn Hannay 3fcbd8f3ac update files and model to include new field 2022-08-20 14:30:14 -07:00
Markus 69ef26dab0 Feature: Dynamic document storage pathes (#916)
* Added devcontainer

* Add feature storage pathes

* Exclude tests and add versioning

* Check escaping

* Check escaping

* Check quoting

* Echo

* Escape

* Escape :

* Double escape \

* Escaping

* Remove if

* Escape colon

* Missing \

* Esacpe :

* Escape all

* test

* Remove sed

* Fix exclude

* Remove SED command

* Add LD_LIBRARY_PATH

* Adjusted to v1.7

* Updated test-cases

* Remove devcontainer

* Removed internal build-file

* Run pre-commit

* Corrected flak8 error

* Adjusted to v1.7

* Updated test-cases

* Corrected flak8 error

* Adjusted to new plural translations

* Small adjustments due to code-review backend

* Adjusted line-break

* Removed PAPERLESS prefix from settings variables

* Corrected style change due to search+replace

* First documentation draft

* Revert changes to Pipfile

* Add sphinx-autobuild with keep-outdated

* Revert merge error that results in wrong storage path is evaluated

* Adjust styles of generated files ...

* Adds additional testing to cover dynamic storage path functionality

* Remove unnecessary condition

* Add hint to edit storage path dialog

* Correct spelling of pathes to paths

* Minor documentation tweaks

* Minor typo

* improving wrapping of filter editor buttons with new storage path button

* Update .gitignore

* Fix select border radius in non input-groups

* Better storage path edit hint

* Add note to edit storage path dialog re document_renamer

* Add note to bulk edit storage path re document_renamer

* Rename FILTER_STORAGE_DIRECTORY to PATH

* Fix broken filter rule parsing

* Show default storage if unspecified

* Remove note re storage path on bulk edit

* Add basic validation of filename variables

Co-authored-by: Markus Kling <markus@markus-kling.net>
Co-authored-by: Trenton Holmes <holmes.trenton@gmail.com>
Co-authored-by: Michael Shamoon <4887959+shamoon@users.noreply.github.com>
Co-authored-by: Quinn Casey <quinn@quinncasey.com>
2022-05-19 14:42:25 -07:00
Trenton Holmes 3003bdd507 Runs pyupgrade to Python 3.8+ and adds a hook for it 2022-05-06 09:04:08 -07:00
Trenton Holmes 1771d18a21 Runs the pre-commit hooks over all the Python files 2022-03-11 11:34:28 -08:00
kpj fc695896dd Format Python code with black 2022-02-27 15:26:41 +01:00
Jonas Winkler 61b47e358f correct file mode 2021-05-16 01:22:51 +02:00
jonaswinkler 87c364a104 adjust migration 2021-02-24 23:52:25 +01:00
jonaswinkler 8bf4241b16 some search index optimizations 2021-02-15 13:26:36 +01:00
jonaswinkler c330cca2c9 remove unused imports 2021-02-15 11:26:13 +01:00
jonaswinkler 3fa7dcb0cb changes to the admin document list 2021-02-10 21:34:58 +01:00
jonaswinkler 252d4cb513 update document admin 2021-02-10 18:55:39 +01:00
jonaswinkler 887dd122fe more info in the admin 2021-02-09 21:00:04 +01:00
jonaswinkler 5696c02ac3 remove log admin 2021-02-06 17:00:06 +01:00
jonaswinkler cf3fa50b55 these changes shouldn't have been commited at all. my bad. 2020-12-16 21:08:03 +01:00
jonaswinkler dfa1f29809 add backend support for saved views 2020-12-12 15:46:56 +01:00
jonaswinkler 74a99cf330 removed slugs entirely, since their only purpose was purely cosmetic anyway. 2020-12-09 00:04:37 +01:00
jonaswinkler 87fa118de0 added filenames to the API #108 2020-12-07 21:52:26 +01:00
Jonas Winkler af3d161f66 updated the admin, ordering for mail rules 2020-11-21 23:12:34 +01:00
Jonas Winkler 41650f20f4 mime type handling 2020-11-20 13:31:03 +01:00
Jonas Winkler 2e04ba1c04 code style fixes 2020-11-12 21:09:45 +01:00
Jonas Winkler bc4f32fd98 enable Group and User management. 2020-11-11 20:25:33 +01:00
Jonas Winkler ee69429898 show the filename in the admin. 2020-11-11 15:58:29 +01:00
Jonas Winkler 942fab7298 I removed the model save/delete hooks for index updates since they were causing too much trouble with migrations 2020-11-08 11:24:57 +01:00
Jonas Winkler 7d282a4e4e removed unused code, small fixes 2020-11-02 18:20:04 +01:00
Jonas Winkler 11af74ba36 unified document matching, legacy and automatching work alongside now 2020-10-28 11:45:11 +01:00
Jonas Winkler 052c1680f3 added
- document index
- api access for thumbnails/downloads
- more api filters

updated
- pipfile

removed
- filename handling
- legacy thumb/download access
- obsolete admin gui settings (per page items, FY, inline view)
2020-10-25 23:03:02 +01:00
Jonas Winkler e1ae068cda some more api changes 2020-10-21 12:53:14 +02:00
Jonas Winkler 65e87c116f removed reminders, changed a bunch of stuff 2020-10-20 00:35:27 +02:00
Jonas Winkler da5b7d3104 Removed a bunch of stuff thats not needed anymore with the new gui. 2020-10-17 02:07:27 +02:00
Jonas Winkler 32f3876590 Merge branch 'master' into dev 2019-05-21 13:06:16 +02:00
Stéphane Brunner 4efb153e86 Add and configure DjangoQL 2019-01-26 22:15:28 +01:00
Jonas Winkler ea58c66fd4 Merge branch 'master' into dev 2018-12-11 12:38:15 +01:00