Commit Graph
1192 Commits
Author SHA1 Message Date
shamoon a59edf3e5b Fix: use version page_count for versioned document (#14280) 2026-09-27 23:26:00 -07:00
Trenton H b457610ffb Chore: Fix bugs in the test suite (#14244)
* Fix: redirect SHARE_LINK_BUNDLE_DIR to the test temp layout instead of the real media directory

* Fix: include f_to in test_filters subTest labels so each of the 8 cases reports distinctly

* Fix: run the post_consume error-log assertion after the raising call and match the actual paperless_mail logger name

* Fix: rename the blank-password workflow test to match its behavior and add a real wrong-password-fails test

* Fix: use the created social account's actual pk and remove an accidental tuple wrapping the mock provider

* Fix: assert against the created documents' actual pks instead of hardcoded 1 and 2

* Fix: assert test_compression actually produces a valid LZMA-compressed zip

* Fix: clear os.environ when patching PAPERLESS_ADMIN_* vars so a host-set value can't leak into the no-user test

* Fix: restore MIDDLEWARE, AUTHENTICATION_BACKENDS and REST_FRAMEWORK auth classes after each remote-user settings test instead of leaking the mutation into later tests

* Fix: use a guaranteed-nonexistent temp path instead of hardcoded /tmp/foo/bar in test_export_target_not_exists
2026-09-23 19:11:58 +00:00
shamoon 31b806a285 Fix: ensure bulk operations are checked against version root (#14246) 2026-09-23 18:59:27 +00:00
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
shamoon 3c20abeb4c Fix: indexing after document-added workflows signal (#14242) 2026-09-23 14:50:48 +00:00
Trenton H 7424e7ce0b Fix: Record full tag and custom field lists in bulk edit audit log (#14236)
Snapshot only the edited field, before and after the operation, gathering tags
and custom field instances into sorted id lists per document (empty when there
are none).
2026-09-23 03:17:40 +00:00
Trenton H 02d355061f Chore: Move helpers that other test modules imported out of test files (#14223)
The mail message and mailbox builders, the fake libmagic and the classifier preprocessor stub lived inside test_mail.py and test_classifier.py, so other test modules imported them by importing a test module.

They now live in helpers modules beside the tests that use them.
2026-09-22 08:02:18 -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 90d23bad9c Chore: Give the search index directory one owner in the tests (#14217)
Two fixtures created a temporary index directory and pointed INDEX_DIR at it, and paperless_dirs did the same, so a test that requested more than one got whichever assignment ran last. The search conftest no longer defines its own index_dir fixture, the tests that took it read paperless_dirs.index_dir instead, and _search_index is now a thin wrapper that requests paperless_dirs. The fixture that yields a Document is renamed from indexed_document to searchable_document so it no longer differs by one character from the index_document factory next to it.
2026-09-22 08:02:17 -07:00
Trenton H e4367b5648 Chore: Delete the in-memory Tantivy backend and run the search tests on disk (#14216)
TantivyBackend(path=None) built an in-memory index that is not used by production ever used. The backend now requires a path, the open, write-batch and rebuild branches are gone, and the shared backend fixture and the fulltext similar-documents fixture build a real index under the per-test directory layout.
2026-09-22 08:02:16 -07:00
Trenton H cb85441c2f Chore: Decrease backend test suite time (a little) (#14213)
* Chore: Speed up test setup by hashing passwords with MD5 and batching index writes

Don't use Django's default PBKDF2, about 600 ms per use and 110 uses across the suite. Switches to MD5 instead.

Also fixes a test that didn't batch update the search index

* Chore: Stop the invalid webhook params test from waiting on a Celery broker

test_workflow_webhook_action_url_invalid_params_headers left send_webhook.apply_async unpatched, so it tried to actually enqueu and waited for the timeout.
2026-09-21 20:17:40 +00:00
Trenton H cceaa559d4 Chore: Rename sample directory fixtures and drop unused parser ones (#14215)
Nineteen single-file fixtures in the parsers conftest had no consumers anywhere in the test tree.

Two fixtures were both called samples_dir and resolved one directory apart They are now document_samples_dir and parser_samples_dir
2026-09-21 12:59:32 -07:00
shamoon 452ed005bd Fix: handle legacy bulk edit page range with missing page_count (#14212) 2026-09-21 19:00:14 +00:00
Trenton H f502cd5e34 Chore: Add shared helpers for granting test permissions and use them (#14200) 2026-09-21 10:57:14 -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 4c264651e8 Chore: State the test directory layout in one place (#14171)
The temp directory layout used by the tests was written out four separate
times: once in the documents conftest, once in the paperless checks tests,
once in a fixture local to the NFC upload tests, and once in the helper
behind the old paperless_environment context manager. Each copy covered a
different subset of the settings, so which directories a test actually got
depended on which copy it happened to reach.

The layout now lives in paperless_testing.dirs. build_paperless_dirs owns
where things go and creates them, dirs_settings maps them onto Django
setting names and is pure, and a paperless_dirs fixture in the root conftest
applies that mapping through pytest-django's settings fixture so every app
can reach it. Tests that need a second environment part way through a test
body use the paperless_environment context manager from the same module,
which expresses the identical layout through override_settings. The three
redundant implementations and the old media settings fixture are gone, and
their consumers now take paperless_dirs.
2026-09-21 10:57:11 -07:00
Trenton H 48d97b78bb Chore: Move model factories to the shared test layer (#14170)
The model factories lived in the documents test package, but three other
apps needed them. The AI, mail and testing suites all reached across an app
boundary to import from documents.tests.factories, which made a private test
package into a shared dependency.

The factories now live in the shared testing package, where cross-app use is
the intended use.
2026-09-21 10:57:11 -07:00
Trenton H 659a0cb2ef Chore: Add a shared test support layer (#14168)
All four Django apps have test code in common, but the only place to put it
was the documents app's own tests package, so paperless, paperless_ai and
paperless_mail each reached across an app boundary to import helpers and
relied on fixtures that were only defined for the documents test path.

This adds a root src/conftest.py holding the fixtures every app needs and an
new src/paperless_testing package for shared helpers a test names
2026-09-21 10:57:11 -07:00
Trenton H d02d1e1711 Chore: Remove unused test helpers (#14166) 2026-09-21 10:57:10 -07:00
Trenton H d5425a893d Fix: rebuild the search index automatically when it is corrupted, instead of hard-failing (#14180) 2026-09-19 12:53:36 -07:00
shamoon 405ab39b40 Chore: drop classifier match default threshold to 0.3 2026-09-18 19:10:13 -07:00
shamoon f4ff87e69b Enhancement (QoL): support deselecting single items from "select all" (#14117) 2026-09-18 01:28:55 +00:00
Trenton H fdd32b73bb Chore: Move the search tests onto the shared indexing fixtures (#14159) 2026-09-17 14:55:13 -07:00
Trenton H 20d309a413 Enhancement: Match fuzzy terms in place inside the parsed query (#14157)
* Feature: match fuzzy terms in place inside the parsed query

Fuzzy matching was a separate clause OR'd in above the query: a flat bag
of the query's words, re-parsed through tantivy's own parser, blended
beside the exact clause. Nothing around a term reached it, so a fielded
term fuzzed across every default field, a filter did not constrain it, and
an exclusion had to be hoisted back over the whole blend to stop the
clause re-admitting what the query had just excluded.

Widen each leaf where it sits instead, through emit()'s rewrite_leaf hook,
so fielding, negation, AND, REQUIRE and positive filters constrain the
fuzzy match exactly as they constrain the exact one. Each of a leaf's
words becomes a Fuzzy leaf on the leaf's own field, boosted to 0.1, beside
the leaf and any CJK alternative it already had.

* Hello?
2026-09-17 14:55:13 -07:00
Trenton H 762e8cf4d1 Feature: match CJK terms through their bigram fields in place (#14156)
QUERY-mode searches blended a separate bigram clause in at the top of the
query, built from the parsed AST's free-text tokens. Because it sat beside
the exact clause rather than inside the query, nothing around a CJK term
constrained its bigram match: an exclusion that was one OR branch's own
condition could never reach it, so "(東京 AND NOT secret) OR bill" still
returned the secret document.

Widen each CJK leaf where it sits instead, through emit()'s rewrite_leaf
hook, so every AND, NOT, REQUIRE, boost and field restriction around the
leaf applies to its bigram match too. Negated leaves are widened on
purpose, so "NOT X" excludes exactly what "X" matches.
2026-09-17 14:55:13 -07:00
shamoon c97c6923ea Enhancement: centralized management of share links + bundles (#14115) 2026-09-16 15:45:49 +00:00
Trenton H 530059c5c0 Performance: Preprocess classifier text with Tantivy instead of NLTK (#14127)
* Preprocesses classifier content with Tantivy instead of NLTK

Tokenizing and stemming now happen in one Rust call instead of NLTK's
Python tokenizer and per word stemming, which also removes the Redis
backed stem cache from every preprocessing call. The output matches the
NLTK pipeline closely; tokens containing digits are now stemmed, and the
English stop words follow Snowball's list.

Stemming and stop word removal apply whenever the OCR language is one of
the supported classifier languages, so PAPERLESS_ENABLE_NLTK and
PAPERLESS_NLTK_DIR are removed.

* Copies packages instead of hardlinking them in backend CI, some NLTK thing

* Adds a normalization to NFC to better fit what Tantivy expects
2026-09-16 07:35:26 -07:00
shamoon e8b7a98d3e Fix: better catch email workflow placeholder parsing errors (#14129) 2026-09-15 16:44:12 -07:00
Trenton H f919c981e1 Peformance: Improves the memory efficency of classifier training (#14124) 2026-09-15 13:35:44 -07:00
Trenton H ec4e45ecf4 Performance: Streams the classifier pickle file during save to file (#14121) 2026-09-15 19:35:18 +00:00
Trenton H 683f2ac250 Fix: validate legacy bulk_edit owner/rotate/split parameters (#14120)
BulkEditSerializer's hand-parsed validators only caught the exceptions
their happy paths raised, so wrong-typed input produced a 500 or was
passed through to the task:

- owner: a nonexistent or wrong-typed id raised an uncaught error, and a
  boolean was accepted (Django coerces True to pk 1). It is now validated
  with PrimaryKeyRelatedField and the validated pk is passed on.
- rotate: null raised TypeError, while true, "90" and 45 were accepted and
  failed later in QPDF. Degrees are now an IntegerField plus a
  multiple-of-90 check, passing an int on. The dedicated rotate endpoint
  and edit_pdf operations share the same multiple-of-90 check.
- split: null raised AttributeError, "0" silently became the last page,
  "3-1" gave an empty group that crashed the task, and a range like
  "1-5000000" was expanded into a list during the request with no upper
  bound. Each range is now checked against 1 <= start <= end <= page_count
  before it is built.
2026-09-15 19:23:37 +00:00
Trenton H ef26bc1570 Fix: enforce set_permissions shape via a nested DRF serializer (#14119)
SetPermissionsSerializer was a bare DictField, and the legacy bulk_edit
set_permissions parameter bypassed even that by hand-calling
validate_set_permissions() on an unchecked dict. A bool or a non-list in
place of users/groups crashed with a raw TypeError instead of a 400.

It is now a nested serializer (view/change, each with users/groups as
lists of integers), used for owned-object create/update, the legacy
bulk_edit set_permissions parameter, and bulk_edit_objects permissions.
Unknown action keys are rejected: previously a typo like "veiw" was
silently dropped, leaving an empty permission set that could clear
existing grants. An explicit set_permissions null (an owner-only change)
remains a no-op, and an empty bulk_edit_objects permissions dict is still
rejected.
2026-09-15 18:46:32 +00:00
Trenton H ff1e61b162 Fix: Use prefetching to reduce query counts during classifier training (#14122) 2026-09-15 11:12:08 -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
Trenton H 970eb55a70 Fix: type edit_pdf operations via a nested serializer (#14116)
operations was a ListField with no child, so both EditPdfDocumentsSerializer
and BulkEditSerializer._validate_parameters_edit_pdf hand-checked each entry
with isinstance(). That accepted booleans (isinstance(True, int) is true) and
passed through any extra keys.

Adds PdfEditOperationSerializer (page >= 1, doc >= 0, rotate a multiple of
90) and uses it as the ListField child on both paths, dropping the manual
type checks and the now-redundant negative/page < 1 bounds checks. Rotations
that are not a multiple of 90 previously passed validation and then failed
inside the task when QPDF refused them.
2026-09-15 15:43:21 +00:00
Trenton H a4e69aac9d Documentation: document the query grammar paperless actually supports (#14074)
* docs(search): document the query grammar paperless actually supports

* docs(search): cover ?/bracket wildcards and the no-stemmer fallback

* Shorten things up, use tables and less wordy stuff.  Fixes some test doc strings that referred to the documentation

* Silly sonarr
2026-09-15 07:26:42 -07:00
Trenton H 1e62f5e811 Fix: cap the advanced search query length (#14073)
* fix(search): cap the advanced search query length

* Adds a couple of spies, just to prove it further
2026-09-15 07:26:42 -07:00
Trenton H 1f8b6c95b1 Feature: parse advanced search with whoosh-compat and delete the handwritten translation (#14072)
* Feature: parse advanced search with whoosh-compat and delete the hand-written translator

* Don't cover these, they exist for defensive, but there's no other current diagnostic

* A mix of more no cover and tests

* Route SCHEMA_FIELD_MISSING into an error, not an HTTP 400
2026-09-15 07:26:41 -07:00
Trenton H e78521c912 Chore: Search field registry (#14071)
* feat(search): add whoosh-compat, the shared field table and the field registry

* Sonar being useful actually

* Adds the given/when/then commenting

* Trims tests I don't think cover our logic or code or are redundant

* Coverage

* test(search): add pattern normalizer stem-alternates unit tests

* build: bump whoosh-compat to 0.2.0
2026-09-15 07:26:41 -07:00
shamoon 5293194551 Fix: validate PDF output doc indexes in bulk edit (#14083) 2026-09-13 22:12:10 +00:00
shamoon c9a5607902 Enhancement: allow regex timeout configuration (#14085) 2026-09-13 21:57:24 +00:00
Trenton H 05b7697c35 Fix: avoid IntegrityError when a retried task republishes with the same task_id (#14096) 2026-09-13 21:05:54 +00:00
shamoon 4421d4fe58 Fix: update some api global perms inconsistencies (#14086) 2026-09-12 16:17:48 -07:00
shamoon 26094bc863 Fix: ignore nested action IDs on WF create (#14084) 2026-09-12 16:14:17 -07:00
shamoon d53c9070ba Fix: correct text/stream compression workaround (#14064) 2026-09-11 15:46:08 +00:00
Trenton H 2256cb3d38 Performance: batch permission assignment in bulk set_permissions (#13806)
* Perf: batch guardian permission assignment in bulk-edit

bulk_edit.set_permissions and BulkEditObjectPermissionsView both
looped documents/objects and called set_permissions_for_object per
object, which itself calls guardian's assign_perm/remove_perm once
per (object, user) pair -- ~10-20+ queries per object, scaling with
selection size.

Added set_permissions_for_objects, a bulk equivalent that resolves
existing permission holders once across the whole batch (not once per
object) and applies changes with a small, batch-size-independent
number of queries per action instead of one per (object, user) pair.

* Perf: avoid unnecessary full-row fetches in batch permission assignment

set_permissions_for_objects now takes a model + pks instead of instances,
and identity filtering resolves straight to ids, so bulk-editing
permissions no longer materializes full Document/User/Group rows just to
read their pk/id. Row construction for bulk_create is also chunked to
bound peak memory for very large "apply to all" operations.

* Fix: use .distinct() for existing-grant lookup, drop flaky query-count invariant tests

.distinct() lets the database dedupe identity ids server-side instead of
transferring one row per (object, grantee) match and deduping in Python --
was the dominant cost on a large selection with existing grants.

Also replaced the two query-count-equality tests (bulk_edit and the
bulk_edit_objects API path) with plain functional-correctness checks at
both batch sizes.  Hopefully stops that flake.

* Mark empty-pks early-return in set_permissions_for_objects as no-cover

Defensive guard for an edge case (all requested pks already gone/invalid)
rather than a path normal usage exercises; matches the existing
pragma: no cover convention elsewhere in this file.

* Perf: drop speculative row-chunking in bulk permission assignment, keep the query-batching fix

* Resolve every permission action before applying any of them

This fixes the existing issue and resolves the Copilot comment

* Assert permission assignment does not scale with selection size

The two batching tests only checked that permissions came out correct at
5 and 50 objects, so reverting to the old per-object loop would still
have passed.  Check sizes as well to prevent that
2026-09-10 19:54:09 +00:00
Trenton H d5f9605daf Performance: skip effective_content annotation on document list unless required (#13789)
* perf: skip effective_content annotation on document list unless filtered on

DocumentViewSet.get_queryset() always attached a correlated subquery
resolving each document's latest version content, even though it's only
needed for the deprecated search/title_content/content__* filter params.
Evaluated for every candidate row before pagination's LIMIT, this is
pathological on MariaDB: its default cardinality estimate for the mostly-
NULL root_document_id self-join drives it to a near-full-table scan per
row instead of using the FK index, turning a normal filtered list request
into a multi-second query (root cause of paperless-ngx#13778's report).

Only attach the annotation when a request actually filters on it. The
common case now relies on Document.get_effective_content()'s existing
prefetch-based fallback instead (extended the "versions" prefetch to
include content), which DocumentSerializer.to_representation() now calls
directly instead of checking for the annotation via hasattr().

* fix: address review feedback on effective_content annotation skip

- _needs_effective_content_annotation() now checks for a non-blank,
  stripped param value rather than mere key presence, matching how
  SearchFilter/TitleContentFilter/EffectiveContentFilter themselves
  no-op on a blank value. An empty ?search= or a saved view with a
  cleared text filter no longer re-triggers the annotation.

- The "versions" prefetch on DocumentViewSet no longer carries content
  for every historical version of every document -- that's unused
  bloat for version-heavy documents. Added
  latest_version_content_prefetch() (versioning.py), a separate,
  windowed prefetch scoped to just the newest version's content per
  root, and taught Document.get_effective_content() to check it first.

- DocumentSerializer.to_representation() no longer unconditionally
  calls get_effective_content(). Added has_prefetched_effective_content()
  (versioning.py) as a cheap upfront check: only resolve version-aware
  content when an SQL annotation or a versions prefetch is already on
  the instance. TrashView and GlobalSearchView build their own
  querysets independently of DocumentViewSet and never display
  document content at all (checked both frontend components), so they
  now keep showing the document's own, unresolved content with zero
  extra queries -- the same behavior as before effective_content
  resolution existed, just generalized past the narrow hasattr() check
  it replaced.

* Perf: derive _CONTENT_FILTER_PARAMS from DocumentFilterSet and search_fields instead of hand-maintaining it

* Fixes the new test failure and restricts doing the annotation even further, so content must have been requested to annotate even

* CLean up the new test with the docstrings, handle the fields in one place

* Fun with contenttype and caching. Compare only the
queries spent on the documents themselves or else
2026-09-10 12:38:41 -07:00
shamoon ca512af5ec Fix: ensure remove inbox tag children on remove_inbox_tags (#14050) 2026-09-10 16:03:47 +00:00
Philipp Defner 3e56dace73 Enhancement: Improve matching for correspondents, storage path and labels by removing bias + adding minimum match threshold (#12164) 2026-09-09 22:40:24 +00:00