Commit Graph

36 Commits

Author SHA1 Message Date
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 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
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
Trenton H 1caa3eb8aa Chore: Disables the system checks for management commands in tests and when unnecessary (#12332) 2026-03-16 15:10:35 +00:00
Trenton H 9d69705e26 Feature: Add progress information to the classifier training for a better ux (#12331) 2026-03-14 19:53:52 +00:00
Trenton H e58a35d40c Feature: Transition sanity check to rich and improve output (#12182) 2026-03-02 10:53:39 -08:00
Trenton H c30ee1ec03 Feature: Switch progress bar library to rich (#12169) 2026-02-26 12:20:21 -08:00
Sebastian Steinbeißer 3b5ffbf9fa Chore(mypy): Annotate None returns for typing improvements (#11213) 2026-02-02 08:44:12 -08:00
Trenton H d0032c18be Breaking: Remove support for document and thumbnail encryption (#11850) 2026-01-24 19:29:54 -08:00
shamoon 1709aee903 Development: fix localization failing tests (#10840)
---------

Co-authored-by: Trenton H <797416+stumpylog@users.noreply.github.com>
2025-09-12 16:42:52 -07:00
Sebastian Steinbeißer 648cfd9d05 Chore: switch from os.path to pathlib.Path (#9339) 2025-04-21 12:16:52 -07:00
Sebastian Steinbeißer 935d077836 Chore: Switch from os.path to pathlib.Path (#8325)
---------

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>
2025-01-06 12:12:27 -08:00
shamoon 7d182ab894 Enhancement: prune audit logs and management command (#8416) 2024-12-03 19:28:27 +00:00
shamoon 9c1561adfb Change: change update content to handle archive disabled (#8315) 2024-11-20 20:01:13 +00:00
shamoon 28fdb170bf Fix: handle uuid fields created under mariadb and Django 4 (#8034) 2024-10-28 13:54:16 +00:00
Trenton H e8527ba723 Chore: Cleanup command arguments and standardize process count handling (#4541)
Cleans up some command help text and adds more control over process count for command with a Pool
2023-11-09 11:46:37 -08:00
Trenton H 6f163111ce Upgrades black to v23, upgrades ruff 2023-04-26 09:35:27 -07:00
Trenton H 3bcbd05252 Fixes ruff not running isort against the codebase 2023-04-26 09:35:27 -07:00
Trenton Holmes 0df91c31f1 Creates a mix-in for asserting file system states 2023-02-20 10:25:21 -08:00
Trenton H 6ff28c92a4 Resolves minor flake8 warnings in the test suite 2023-01-05 08:39:48 -08:00
Trenton Holmes ab761e837c Implements a better re-do of OCR by making the document archiver function common. Actually creates updated file now 2022-08-21 18:20:59 -07:00
Trenton Holmes 1df517afd3 Removes last vestiges of PNG from the tests, code, docs and samples 2022-06-11 14:20:50 -07:00
Trenton Holmes 08c3d6e84b Fixes existing testing, adds test coverage of new command 2022-06-10 10:12:01 -07:00
Trenton Holmes 0a34a4a7ad Makes the sanity check messages better for users 2022-05-30 17:03:33 -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 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
jonaswinkler d64818b46c fixes #591 2021-02-22 11:11:04 +01:00
jonaswinkler 98b147b622 better sanity checker that logs messages in the log files and does not fail on warnings. 2021-02-14 17:08:29 +01:00
jonaswinkler 8b2965d55b added sanity checker management command for manual execution #534 2021-02-13 16:39:29 +01:00
jonaswinkler 2f85461109 added some test cases that I still need to address 2021-02-10 23:53:48 +01:00
jonaswinkler 7082cb9c36 document renamer testing 2021-02-10 01:12:45 +01:00
jonaswinkler d13e86a892 update all test cases to address the archive filename changes 2021-02-09 19:51:16 +01:00
jonaswinkler e05735bc0f fix some test cases 2021-02-09 00:00:46 +01:00
jonaswinkler a71a991084 fix some test cases due to renamed test files 2021-01-18 14:20:45 +01:00
jonaswinkler bb814da95b more test. 2020-12-19 16:46:09 +01:00