Fix migration

---------

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>

.github/DISCUSSION_TEMPLATE/feature-requests.yml

@@ -1,5 +1,23 @@
 title: "[Feature Request] "
 body:
+  - type: markdown
+    attributes:
+      value: |
+        #### Use of AI tools
+
+        If this request was generated, in whole or in part, by an AI tool or agent you **must** say so using the field below. Failing to clearly disclose this is a violation of our [Code of Conduct](https://github.com/paperless-ngx/paperless-ngx/blob/main/CODE_OF_CONDUCT.md).
+
+        The project prefers thoughtful, well-described ideas to AI-generated content. Please describe the problem, your use case, the desired behavior, and who would benefit.
+  - type: dropdown
+    id: ai-usage
+    attributes:
+      label: AI usage
+      description: Was any part of this request written by an AI tool or agent?
+      options:
+        - No AI tools were used
+        - Yes, AI tools helped write this request
+    validations:
+      required: true
   - type: textarea
     id: description
     attributes:

.github/DISCUSSION_TEMPLATE/support.yml

@@ -1,5 +1,21 @@
 title: "[Support] "
 body:
+  - type: markdown
+    attributes:
+      value: |
+        #### Use of AI tools
+
+        If this post was generated, in whole or in part, by an AI tool or agent you **must** say so using the field below. Failing to clearly disclose this is a violation of our [Code of Conduct](https://github.com/paperless-ngx/paperless-ngx/blob/main/CODE_OF_CONDUCT.md).
+  - type: dropdown
+    id: ai-usage
+    attributes:
+      label: AI usage
+      description: Was any part of this post written by an AI tool or agent?
+      options:
+        - No AI tools were used
+        - Yes, AI tools helped write this post
+    validations:
+      required: true
   - type: textarea
     id: description
     attributes:

.pre-commit-config.yaml

@@ -38,7 +38,7 @@ repos:
           - json
   # See https://github.com/prettier/prettier/issues/15742 for the fork reason
   - repo: https://github.com/rbubley/mirrors-prettier
-    rev: 'v3.9.9'
+    rev: 'v3.9.10'
     hooks:
       - id: prettier
         types_or:
@@ -46,16 +46,16 @@ repos:
           - ts
           - markdown
         additional_dependencies:
-          - prettier@3.9.9
+          - prettier@3.9.10
           - 'prettier-plugin-organize-imports@4.3.0'
   # Python hooks
   - repo: https://github.com/astral-sh/ruff-pre-commit
-    rev: v0.16.9
+    rev: v0.17.2
     hooks:
       - id: ruff-check
       - id: ruff-format
   - repo: https://github.com/tox-dev/pyproject-fmt
-    rev: "v2.29.4"
+    rev: "v2.30.3"
     hooks:
       - id: pyproject-fmt
         additional_dependencies: [tomli]

AGENTS.md

@@ -0,0 +1,44 @@
+# Guidance for AI agents
+
+Read [CONTRIBUTING.md](CONTRIBUTING.md) before working on this repository, especially [Use of AI Tools](CONTRIBUTING.md#use-of-ai-tools). These contribution rules apply to all agent-assisted work.
+
+## Contribution boundaries
+
+- Do not open or submit pull requests, including "on behalf of" a human. The project does not accept PRs from AI agents. Prepare local changes for a human to review, verify, and submit personally.
+- The project does not accept PRs that are entirely or mostly AI-derived. Human submission and disclosure do not override this rule.
+- AI-generated content must be clearly disclosed as described in the contributing guidelines. When handing work back to a human, identify what was generated or changed with AI assistance so they can disclose it accurately.
+- Trust matters. Encourage first-time contributors to discuss their proposed change before preparing a PR, especially for large changes or changes involving AI-generated code. New features and enhancements should almost always target an existing feature request with community interest and discussion.
+- The project prefers thoughtful, well-described ideas to AI-generated pull requests. Help contributors describe their problem, use case, desired behavior, and who would benefit. An implementation is not required for a valuable contribution, and a flawed implementation can obscure a useful idea before it receives proper discussion.
+- AI tools have lowered the effort needed to produce a PR, but reviewing and maintaining it still requires substantial work. Encourage discussion of the idea before investing in implementation and review.
+- Issue reports must describe observed behavior, reproduction steps, and relevant logs. Do not add speculative root causes, code analysis, or proposed fixes to agent-generated reports.
+
+## Security reports
+
+- AI-assisted security reports must meet the legitimacy and verification requirements in [SECURITY.md](SECURITY.md#ai-assisted-submissions). A human must verify a real Paperless-ngx code path, concrete reproduction steps, affected versions, and realistic security impact before submission.
+- Account for existing permission checks, configuration requirements, and trust boundaries. Speculation, scanner output, or concerns about third-party software or deployment choices without a demonstrated Paperless-ngx vulnerability do not meet this threshold and may be closed without extended discussion.
+- Disclose AI assistance and use the private vulnerability reporting channel specified in [SECURITY.md](SECURITY.md#reporting-a-vulnerability).
+
+## Working on changes
+
+- Read the relevant code, tests, and documentation before editing. Paperless-ngx is complex: trace interactions between affected components rather than assuming a change is isolated.
+- Keep changes focused on the requested work and follow existing patterns. Avoid unrelated refactoring, formatting, dependency updates, or generated-file changes.
+- Consider effects on permissions, document processing, background tasks, storage, and the API when those areas are involved.
+- Add or update meaningful tests for behavior changes and regressions. Do not weaken tests or checks to make a change pass.
+- Update user or developer documentation when behavior or setup changes.
+- Keep credentials and private documents out of commits, fixtures, logs, and examples.
+
+## Repository and validation
+
+- `src/`: Django back end.
+- `src-ui/`: Angular front end, managed with `pnpm`.
+- `docs/`: Documentation.
+- `docker/` and `scripts/`: Deployment and development tooling.
+- Base functional changes on `dev`; documentation-only changes may target `main`.
+
+Follow [the development documentation](docs/development.md) for environment setup and testing. Common checks after setup are:
+
+- Back end: run `uv run pytest` from `src/` (use a test path to focus on the affected area).
+- Front end: run `pnpm test` and `pnpm lint` from `src-ui/`.
+- Formatting and other pre-commit checks: run `uv run prek run --files <changed-files>` from the repository root.
+
+When handing work back, summarize the changes, the checks actually run and their results, and any remaining uncertainty. Clearly state when a check could not be run; do not claim verification that did not happen. The human contributor must understand and independently verify the contribution before submitting it.

CONTRIBUTING.md

@@ -4,6 +4,18 @@ If you feel like contributing to the project, please do! Bug fixes and improveme
 
 ⚠️ Please note: Pull requests that implement a new feature or enhancement _should almost always target an existing feature request_ with evidence of community interest and discussion. This is in order to balance the work of implementing and maintaining new features / enhancements. Pull requests that are opened without meeting this requirement may not be merged.
 
+## Trust and collaboration
+
+Paperless-ngx places a high value on trust between contributors and maintainers. If you have not contributed before, consider starting with a discussion before preparing a pull request, especially for a large contribution or one involving AI-generated code.
+
+Paperless-ngx is complex, and understanding how its components interact takes time. A change that appears correct in isolation can have consequences elsewhere in the application. Contributors should understand the code they submit, explain how it fits into the project, and work with maintainers through review. Starting with smaller, focused contributions can help build that understanding and trust.
+
+We prefer thoughtful, well-described ideas to AI-generated pull requests. You do not need to supply an implementation for your contribution to be valuable. Explain the problem you have encountered, your use case, the behavior you would like to see, and who would benefit. Concrete examples, alternatives you have considered, and relevant constraints help the community discuss and refine the idea.
+
+AI tools have lowered the effort needed to produce a pull request, but evaluating one still requires substantial maintainer time. Maintainers still need to establish whether the implementation is correct, fits the project, and can be maintained over time.
+
+A flawed implementation can also obscure a good idea: discussion becomes focused on problems with the generated code before the community has considered whether the underlying proposal is useful. Starting with the idea gives it a fair discussion on its own merits and lets contributors and maintainers agree on an approach before investing in implementation and review.
+
 If you want to implement something big:
 
 - As above, please start with a discussion! Maybe something similar is already in development and we can make it happen together.
@@ -61,9 +73,10 @@ This project does not specifically prohibit the use of AI tools or agents _durin
 
 1. Any content — code, pull request descriptions, issue reports or comments — that was generated in whole or in part by an AI tool or agent **must be clearly disclosed as such**. Failing to clearly disclose this is considered a violation of our [Code of Conduct](CODE_OF_CONDUCT.md) and may result in your contributions being closed and further action being taken.
 2. AI-generated code must not violate copyright protections.
-3. We will not accept PRs that are entirely or mostly AI-derived.
-4. Issue reports must describe _observed behavior only_: what happened, how to reproduce it and the relevant logs. Reports generated by an AI agent should not include code analysis, speculation about the root cause or suggest fixes.
-5. Contributors are responsible for everything they submit, regardless of how it was produced. Please do not open issues or PRs you have not verified yourself.
+3. We will not accept PRs opened or submitted by AI agents, including agents acting "on behalf of" a human. A human contributor must personally review, verify, and submit the contribution and take responsibility for it throughout review.
+4. We will not accept PRs that are entirely or mostly AI-derived.
+5. Issue reports must describe _observed behavior only_: what happened, how to reproduce it and the relevant logs. Reports generated by an AI agent should not include code analysis, speculation about the root cause or suggest fixes.
+6. Contributors are responsible for everything they submit, regardless of how it was produced. Please do not open issues or PRs you have not verified yourself.
 
 # Translating Paperless-ngx
 

docs/administration.md

@@ -565,6 +565,8 @@ Specify `rebuild` to build the index from scratch from all documents in the data
 this the first time you enable the feature, or after changing the embedding backend or
 model.
 
+When using the `huggingface` embedding backend, a model that is already downloaded is loaded from the local cache without contacting the Hugging Face Hub. Only `rebuild` checks the Hub for a newer revision of the model, so a model update is picked up together with re-embedding every document. If the model is not cached yet, it is downloaded on first use.
+
 Specify `update` to incrementally index new and changed documents. This is what the
 scheduled task runs.
 

docs/configuration.md

@@ -501,20 +501,20 @@ See the [Django project documentation on the settings](https://docs.djangoprojec
 
 #### [`PAPERLESS_ALLOWED_HOSTS=<comma-separated-list>`](#PAPERLESS_ALLOWED_HOSTS) {#PAPERLESS_ALLOWED_HOSTS}
 
-: If you're planning on putting Paperless on the open internet, then
-you really should set this value to the domain name you're using.
-Failing to do so leaves you open to HTTP host header attacks.
+: If you expose Paperless to the internet, set `PAPERLESS_URL` to its public URL
+or list its public hostname in `PAPERLESS_ALLOWED_HOSTS` to help protect against
+HTTP Host header attacks.
 You can read more about this in [the Django project's documentation](https://docs.djangoproject.com/en/4.1/topics/security/#host-header-validation)
 
-    Just remember that this is a comma-separated list, so
-    "example.com" is fine, as is "example.com,www.example.com", but
-    NOT " example.com" or "example.com,"
+    Separate multiple hostnames with commas, as in `example.com,www.example.com`.
 
-    Can also be set using PAPERLESS_URL (see above).
-
-    "localhost" is always allowed for docker healthcheck
-
-    Defaults to "\*", which is all hosts.
+    - With neither setting configured, Paperless accepts any host.
+    - With only `PAPERLESS_URL` set, Paperless accepts the hostname from that URL
+      and `localhost` (used by the Docker health check).
+    - `PAPERLESS_ALLOWED_HOSTS` adds hosts to `localhost` and the hostname from
+      `PAPERLESS_URL`, if set. A blank list adds no hosts.
+    - With `PAPERLESS_ALLOWED_HOSTS=*`, Paperless accepts any host, even when
+      `PAPERLESS_URL` is set.
 
 #### [`PAPERLESS_CORS_ALLOWED_HOSTS=<comma-separated-list>`](#PAPERLESS_CORS_ALLOWED_HOSTS) {#PAPERLESS_CORS_ALLOWED_HOSTS}
 
@@ -873,6 +873,14 @@ If both the [PAPERLESS_ACCOUNT_DEFAULT_GROUPS](#PAPERLESS_ACCOUNT_DEFAULT_GROUPS
 
     Defaults to 1209600 (2 weeks)
 
+#### [`PAPERLESS_SESSION_CLEANUP_TASK_CRON=<cron expression>`](#PAPERLESS_SESSION_CLEANUP_TASK_CRON) {#PAPERLESS_SESSION_CLEANUP_TASK_CRON}
+
+: Configures the schedule to remove expired sessions from the session store.
+Django does not prune these automatically, so without this they would
+accumulate indefinitely.
+
+    Defaults to `0 3 * * *`, once per day at 03:00.
+
 #### [`PAPERLESS_TOKEN_THROTTLE_RATE=<rate>`](#PAPERLESS_TOKEN_THROTTLE_RATE) {#PAPERLESS_TOKEN_THROTTLE_RATE}
 
 : Rate limit for the API token authentication endpoint (`/api/token/`), used to mitigate brute-force login attempts.
@@ -1149,6 +1157,9 @@ they use underscores instead of dashes.
         be changed by trusted users. This applies to the `AppConfig` permission as well,
         which allows setting these arguments from the UI.
 
+        Arguments paperless manages itself (`input_file_or_options`, `output_file`
+        and `sidecar`) are rejected by the API and ignored if set here.
+
     Specify arguments as a JSON dictionary. Keep note of lower case
     booleans and double quoted parameter names and strings. Examples:
 

docs/usage.md

@@ -109,7 +109,7 @@ Think of versions as **file history** for a document.
 Paperless-ngx includes management lists for tags, correspondents, document types
 and more. These areas allow you to view, add, edit, delete and manage permissions
 for these objects. You can also manage saved views, mail accounts, mail rules,
-workflows and more from the management sections.
+workflows, [OCR templates](#ocr-templates) and more from the management sections.
 
 ### Nested Tags
 
@@ -493,7 +493,7 @@ fields and permissions, which will be merged.
 
 #### Types {#workflow-trigger-types}
 
-Currently, there are four events that correspond to workflow trigger 'types':
+Currently, there are five events that correspond to workflow trigger 'types':
 
 1. **Consumption Started**: _before_ a document is consumed, so events can include filters by source (mail, consumption
    folder or API), file path, file name, mail rule
@@ -505,8 +505,10 @@ Currently, there are four events that correspond to workflow trigger 'types':
 4. **Scheduled**: a scheduled trigger that can be used to run workflows at a specific time. The date used can be either the document
    added, created, updated date or you can specify a (date) custom field. You can also specify a day offset from the date (positive
    offsets will trigger after the date, negative offsets will trigger before).
+5. **Manual**: a trigger that only runs when you explicitly choose to run the workflow against one or more existing documents. See
+   [running a workflow manually](#running-a-workflow-manually) below.
 
-The following flow diagram illustrates the four document trigger types:
+The following flow diagram illustrates the document trigger types:
 
 ```mermaid
 flowchart TD
@@ -526,6 +528,10 @@ flowchart TD
     matching
     trigger(s)"}
 
+    manual{"Matching
+    'Manual'
+    trigger(s)"}
+
     A[New Document] --> consumption
     consumption --> |Yes| C[Workflow Actions Run]
     consumption --> |No| D
@@ -543,6 +549,10 @@ flowchart TD
     scheduled --> |Yes| N[Workflow Actions Run]
     scheduled --> |No| O[Document Saved]
     N --> O
+    P[User Runs Workflow] --> manual
+    manual --> |Yes| Q[Workflow Actions Run]
+    manual --> |No| R[Document Saved]
+    Q --> R
 ```
 
 #### Filters {#workflow-trigger-filters}
@@ -554,9 +564,9 @@ Workflows allow you to filter by:
 - File path, including wildcards. Note that enabling `PAPERLESS_CONSUMER_RECURSIVE` would allow, for
   example, automatically assigning documents to different owners based on the upload directory.
 - Mail rule. Choosing this option will force 'mail fetch' to be the workflow source.
-- Content matching (`Added`, `Updated` and `Scheduled` triggers only). Filter document content using the matching settings.
+- Content matching (`Added`, `Updated`, `Scheduled` and `Manual` triggers only). Filter document content using the matching settings.
 
-There are also 'advanced' filters available for `Added`, `Updated` and `Scheduled` triggers:
+There are also 'advanced' filters available for `Added`, `Updated`, `Scheduled` and `Manual` triggers:
 
 - Any Tags: Filter for documents with any of the specified tags.
 - All Tags: Filter for documents with all of the specified tags.
@@ -569,6 +579,21 @@ There are also 'advanced' filters available for `Added`, `Updated` and `Schedule
 - Not Storage paths: Filter documents without any of these storage paths.
 - Custom field query: Filter documents with a custom field query (the same as used for the document list filters).
 
+#### Running a workflow manually {#running-a-workflow-manually}
+
+A workflow with a **Manual** trigger does not run automatically. Instead, it can be run on demand against existing
+documents from the web UI:
+
+- From the document list, select one or more documents and choose **Run workflow** from the "Actions" menu.
+- From an individual document, choose **Run workflow** from the "Actions" menu.
+
+You will be asked which workflow to run. By default the workflow's trigger filters still apply, so documents that do
+not match are skipped. You can instead choose to **run on all selected documents**, which ignores the trigger filters
+and runs the workflow's actions on every selected document.
+
+Manual runs happen in the background. As with scheduled workflows, the document list is not refreshed automatically when
+they finish, so you may need to reload the list to see the results.
+
 ### Workflow Actions
 
 #### Types {#workflow-action-types}
@@ -649,7 +674,7 @@ new version of the same document, this time with normal OCR/text extraction appl
 a password-protected file added with this trigger will briefly exist as an un-OCR'd version before
 the properly processed version is created.
 
-**Document Added**, **Document Updated**, **Scheduled**: these triggers run against a document that
+**Document Added**, **Document Updated**, **Scheduled**, **Manual**: these triggers run against a document that
 already exists, so password removal happens immediately: the decrypted content is queued for
 consumption as a new version right away. Note that if the document's initial consumption also
 happened while it was still encrypted, that original version will likewise be missing OCR text.
@@ -795,6 +820,87 @@ The following custom field types are supported:
 - `Document Link`: reference(s) to other document(s) displayed as links, automatically creates a symmetrical link in reverse
 - `Select`: a pre-defined list of strings from which the user can choose
 
+## OCR Templates {#ocr-templates}
+
+OCR templates read text from fixed areas ("zones") of a document and write it to a
+[custom field](#custom-fields), or to the document's title, archive serial number or created date. They are
+useful for documents that always share the same layout, such as bills from a particular utility. They allow you
+to draw a zone around the account number once, and every new bill gets its account number filled in.
+
+Like tags or document types, each template has a [matching algorithm](advanced_usage.md#matching) that
+decides which documents it automatically applies to (or not), based on their content.
+
+### Creating a template
+
+1. Open **OCR Templates** under "Manage" and choose **Add Template**.
+2. Give the template a name and set up its matching, for example **Any word** with the utility's name. Choose
+   **None** for a template that should only ever be run manually.
+3. Search for a sample document with the layout the template is for. Its pages are shown next to the template
+   settings.
+4. Draw zones on the document. Click a zone to select and edit it.
+5. Choose the field each zone fills.
+6. Use **Test** to run OCR on the selected zone of the sample document and see the text it finds and the value
+   that would be written.
+
+Zones are positioned relative to the sample document's page, so templates work best when the documents they
+match have an identical layout. Keep the matching specific enough that it only catches documents with that
+layout.
+
+### Zone settings
+
+- **Page**: the page the zone is on. Turn on **Last page** for zones that are always on the final page,
+  regardless of how many pages a document has.
+- **OCR language**: the Tesseract languages used to read the zone. Languages other than the defaults must be
+  installed, see [`PAPERLESS_OCR_LANGUAGES`](configuration.md#PAPERLESS_OCR_LANGUAGES).
+- **Transform**: post-processing applied to the text, such as stripping whitespace, keeping only numbers,
+  parsing a date or reading a QR code or barcode instead of text.
+- **Date format**: for the "Parse date" transform, the format of the date using
+  [Python date codes](https://docs.python.org/3/library/datetime.html#format-codes), e.g. `%d.%m.%Y`.
+  Leave it empty to detect the format automatically.
+- **Validation regex**: a regular expression the whole value must match. Values that do not match are not
+  written.
+
+Zones can fill custom fields of type text, long text, URL, date, integer, number, monetary or boolean.
+Document link and select fields are not supported.
+
+### Combining zones
+
+When several zones fill the same field, a **Combined value** setting appears for that field. Use it to arrange
+the zones' values with `{Zone name}` tokens and any text in between, for example `{Start} - {End}`. If it
+is left empty, the values are joined with spaces in zone order.
+
+### When templates run
+
+When a document is added, every enabled template that matches its content runs automatically. A template is
+only used for a document if the document's owner can view the template, so users' templates apply to their own
+documents, and unowned templates apply to everyone's. Templates run in name order, so if two templates fill the
+same field, the later one wins.
+
+Turn off **Enabled** to pause a template without deleting it. Disabled templates never run automatically, but
+can still be run manually.
+
+### Running templates manually
+
+To run templates on documents that are already in Paperless-ngx, open the **Actions** menu on the document
+details page:
+
+- **Run Zone OCR** runs every enabled template that matches the document.
+- The button next to it opens a dialog where you can choose one template to run
+  instead. A template you choose runs even if it does not match the document or is disabled.
+
+Both actions use the file version selected in document details. The latest version is selected by default.
+Extracted values update the document's metadata, which is shared across its versions.
+
+The bulk editor's **Run Zone OCR** action opens the same dialog for the selected documents. Bulk runs use
+the latest version of each document and are processed in the background.
+
+!!! warning
+
+    Zone OCR overwrites the fields it fills. A zone that finds no value leaves its field unchanged.
+
+Managing OCR templates requires the OCR template permissions. Running zone OCR on documents requires
+permission to change them, and choosing a template requires permission to view it.
+
 ## PDF Actions
 
 Paperless-ngx supports basic editing operations for PDFs (these operations currently cannot be performed on non-PDF files). When viewing an individual document you can

pyproject.toml

@@ -212,12 +212,7 @@ extend-select = [
   "UP",   # https://docs.astral.sh/ruff/rules/#pyupgrade-up
   "W",    # https://docs.astral.sh/ruff/rules/#pycodestyle-e-w
 ]
-ignore = [
-  "DJ001",
-  "PLC0415",
-  "RUF012",
-  "SIM105",
-]
+ignore = [ "DJ001", "ICN001", "PLC0415", "RUF012", "SIM105" ]
 # Migrations
 per-file-ignores."*/migrations/*.py" = [
   "E501",

src-ui/src/app/app-routing.module.ts

@@ -13,6 +13,7 @@ import { DocumentDetailComponent } from './components/document-detail/document-d
 import { DocumentListComponent } from './components/document-list/document-list.component'
 import { DocumentAttributesComponent } from './components/manage/document-attributes/document-attributes.component'
 import { MailComponent } from './components/manage/mail/mail.component'
+import { OcrTemplatesComponent } from './components/manage/ocr-templates/ocr-templates.component'
 import { SavedViewsComponent } from './components/manage/saved-views/saved-views.component'
 import { ShareLinksComponent } from './components/manage/share-links/share-links.component'
 import { WorkflowsComponent } from './components/manage/workflows/workflows.component'
@@ -275,6 +276,18 @@ export const routes: Routes = [
           componentName: 'WorkflowsComponent',
         },
       },
+      {
+        path: 'ocr-templates',
+        component: OcrTemplatesComponent,
+        canActivate: [PermissionsGuard],
+        data: {
+          requiredPermission: {
+            action: PermissionAction.View,
+            type: PermissionType.OcrTemplate,
+          },
+          componentName: 'OcrTemplatesComponent',
+        },
+      },
       {
         path: 'mail',
         component: MailComponent,

src-ui/src/app/components/admin/settings/settings.component.ts

@@ -113,6 +113,7 @@ const sidebarItemLabels: Record<HideableSidebarItemID, string> = {
   [HideableSidebarItemID.SavedViews]: $localize`Saved Views`,
   [HideableSidebarItemID.ShareLinks]: $localize`Share Links`,
   [HideableSidebarItemID.Workflows]: $localize`Workflows`,
+  [HideableSidebarItemID.OcrTemplates]: $localize`OCR Templates`,
   [HideableSidebarItemID.Mail]: $localize`Mail`,
   [HideableSidebarItemID.Documentation]: $localize`Documentation`,
 }

src-ui/src/app/components/admin/tasks/tasks.component.spec.ts

@@ -7,10 +7,15 @@ import {
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule } from '@angular/forms'
 import { By } from '@angular/platform-browser'
-import { Router } from '@angular/router'
+import {
+  ActivatedRoute,
+  convertToParamMap,
+  ParamMap,
+  Router,
+} from '@angular/router'
 import { RouterTestingModule } from '@angular/router/testing'
 import { NgbModal, NgbModalRef, NgbModule } from '@ng-bootstrap/ng-bootstrap'
-import { of, throwError } from 'rxjs'
+import { BehaviorSubject, of, throwError } from 'rxjs'
 import { routes } from 'src/app/app-routing.module'
 import {
   PaperlessTask,
@@ -159,6 +164,7 @@ const sectionCountResponse = {
 }
 
 describe('TasksComponent', () => {
+  let queryParams: BehaviorSubject<ParamMap>
   let component: TasksComponent
   let fixture: ComponentFixture<TasksComponent>
   let tasksService: TasksService
@@ -169,6 +175,7 @@ describe('TasksComponent', () => {
   let toastService: ToastService
 
   beforeEach(async () => {
+    queryParams = new BehaviorSubject(convertToParamMap({}))
     TestBed.configureTestingModule({
       imports: [
         NgbModule,
@@ -181,6 +188,17 @@ describe('TasksComponent', () => {
         ConfirmDialogComponent,
       ],
       providers: [
+        {
+          provide: ActivatedRoute,
+          useValue: {
+            queryParamMap: queryParams.asObservable(),
+            snapshot: {
+              get queryParamMap() {
+                return queryParams.value
+              },
+            },
+          },
+        },
         {
           provide: PermissionsService,
           useValue: {
@@ -219,7 +237,11 @@ describe('TasksComponent', () => {
   })
 
   // answers task list requests with the fixture tasks matching their status filter
-  function flushTaskLists(pageSize: number, count?: number) {
+  function flushTaskLists(
+    pageSize: number,
+    count?: number,
+    filteredTasks: PaperlessTask[] = tasks
+  ) {
     httpTestingController
       .match(
         (req) =>
@@ -228,7 +250,9 @@ describe('TasksComponent', () => {
       )
       .forEach((req) => {
         const statuses = req.request.params.getAll('status')
-        const results = tasks.filter((task) => statuses.includes(task.status))
+        const results = filteredTasks.filter((task) =>
+          statuses.includes(task.status)
+        )
         req.flush({ count: count ?? results.length, results })
       })
   }
@@ -238,6 +262,71 @@ describe('TasksComponent', () => {
     flushTaskLists(25, count)
   }
 
+  it('consumes a task link on load into the normal resettable Task ID filter', () => {
+    jest
+      .spyOn(tasksService, 'list')
+      .mockReturnValue(of({ count: 0, results: [] }))
+    jest
+      .spyOn(tasksService, 'statusCounts')
+      .mockReturnValue(of(sectionCountResponse))
+    jest.spyOn(router, 'navigate').mockResolvedValue(true)
+    queryParams.next(convertToParamMap({ task_id: 'linked-task' }))
+    fixture.destroy()
+    fixture = TestBed.createComponent(TasksComponent)
+    component = fixture.componentInstance
+    fixture.detectChanges()
+    expect(router.navigate).toHaveBeenCalledTimes(1)
+    expect(router.navigate).toHaveBeenCalledWith(
+      [],
+      expect.objectContaining({
+        queryParams: { task_id: null },
+        replaceUrl: true,
+      })
+    )
+    expect(component.filterTargetName).toBe('Task ID')
+    expect(component.filterText).toBe('linked-task')
+    expect(component.isFiltered).toBe(true)
+    component.setSection(TaskSection.InProgress)
+    expect(tasksService.list).toHaveBeenLastCalledWith(1, 25, {
+      task_id: 'linked-task',
+      status: [PaperlessTaskStatus.Pending, PaperlessTaskStatus.Started],
+    })
+    component.resetFilters()
+    expect(component.filterText).toBe('')
+    expect(component.isFiltered).toBe(false)
+    expect(tasksService.list).toHaveBeenLastCalledWith(1, 25, {
+      acknowledged: false,
+      status: [PaperlessTaskStatus.Pending, PaperlessTaskStatus.Started],
+    })
+    expect(router.navigate).toHaveBeenCalledTimes(1)
+  })
+
+  it('supports manually filtering by Task ID and clearing the text filter', () => {
+    jest
+      .spyOn(tasksService, 'list')
+      .mockReturnValue(of({ count: 0, results: [] }))
+    jest
+      .spyOn(tasksService, 'statusCounts')
+      .mockReturnValue(of(sectionCountResponse))
+    component.setSection(TaskSection.InProgress)
+    component.setFilterTarget(TaskFilterTargetID.TaskId)
+    component.filterText = tasks[0].task_id
+    jest.advanceTimersByTime(150)
+    expect(tasksService.list).toHaveBeenLastCalledWith(1, 25, {
+      task_id: tasks[0].task_id,
+      status: [PaperlessTaskStatus.Pending, PaperlessTaskStatus.Started],
+    })
+    component.pagedTasks.set(tasks)
+    expect(component.tasksForSection(TaskSection.NeedsAttention)).toEqual([
+      tasks[0],
+    ])
+    component.resetFilter()
+    expect(tasksService.list).toHaveBeenLastCalledWith(1, 25, {
+      acknowledged: false,
+      status: [PaperlessTaskStatus.Pending, PaperlessTaskStatus.Started],
+    })
+  })
+
   it('should display task sections with counts', () => {
     expect(component.selectedSection).toBe(TaskSection.All)
     expect(component.selectedTaskType).toBeNull()
@@ -771,6 +860,7 @@ describe('TasksComponent', () => {
     input.nativeElement.value = '191092'
     input.nativeElement.dispatchEvent(new Event('input'))
     jest.advanceTimersByTime(150)
+    flushTaskLists(10, undefined, [tasks[1]])
     fixture.detectChanges()
     expect(component.filterText).toEqual('191092')
     expect(component.tasksForSection(TaskSection.NeedsAttention)).toHaveLength(
@@ -782,6 +872,7 @@ describe('TasksComponent', () => {
     component.setSection(TaskSection.InProgress)
     component.filterText = 'system'
     jest.advanceTimersByTime(150)
+    flushTaskLists(25, undefined, [tasks[6]])
 
     expect(component.tasksForSection(TaskSection.InProgress)).toHaveLength(1)
     expect(component.tasksForSection(TaskSection.InProgress)[0].task_type).toBe(
@@ -815,6 +906,7 @@ describe('TasksComponent', () => {
     input.nativeElement.value = 'duplicate'
     input.nativeElement.dispatchEvent(new Event('input'))
     jest.advanceTimersByTime(150)
+    flushTaskLists(25, undefined, [tasks[0], tasks[1]])
     fixture.detectChanges()
     expect(component.filterText).toEqual('duplicate')
     expect(component.tasksForSection(TaskSection.NeedsAttention)).toHaveLength(
@@ -822,6 +914,53 @@ describe('TasksComponent', () => {
     )
   })
 
+  it('should show server-matched names when the displayed source is translated', () => {
+    component.setSection(TaskSection.InProgress)
+    flushTaskLists(25)
+    component.filterText = 'email'
+    jest.advanceTimersByTime(150)
+
+    const request = httpTestingController.expectOne(
+      (req) =>
+        req.url === `${environment.apiBaseUrl}tasks/` &&
+        req.params.get('name') === 'email' &&
+        req.params.get('page_size') === '25'
+    )
+    const translatedTask = {
+      ...tasks[5],
+      trigger_source_display: 'E-Mail',
+    }
+    request.flush({ count: 1, results: [translatedTask] })
+    fixture.detectChanges()
+
+    expect(component.totalTasks()).toBe(1)
+    expect(component.visibleTasks).toEqual([translatedTask])
+  })
+
+  it('should show server-matched duplicates when the displayed result is translated', () => {
+    component.setSection(TaskSection.NeedsAttention)
+    flushTaskLists(25)
+    jest
+      .spyOn(component, 'taskResultMessage')
+      .mockReturnValue('Duplikat von Document #311')
+    component.setFilterTarget(TaskFilterTargetID.Result)
+    component.filterText = 'duplicate'
+    jest.advanceTimersByTime(150)
+
+    const request = httpTestingController.expectOne(
+      (req) =>
+        req.url === `${environment.apiBaseUrl}tasks/` &&
+        req.params.get('result') === 'duplicate' &&
+        req.params.get('page_size') === '25'
+    )
+    request.flush({ count: 1, results: [tasks[1]] })
+    fixture.detectChanges()
+
+    expect(component.totalTasks()).toBe(1)
+    expect(component.visibleTasks).toEqual([tasks[1]])
+    expect(fixture.nativeElement.textContent).toContain('191092.pdf')
+  })
+
   it('should prefer explicit reason in the result message', () => {
     expect(
       component.taskResultMessage({

src-ui/src/app/components/admin/tasks/tasks.component.ts

@@ -1,7 +1,7 @@
 import { JsonPipe, NgTemplateOutlet } from '@angular/common'
 import { Component, inject, OnDestroy, OnInit, signal } from '@angular/core'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
-import { Router, RouterLink } from '@angular/router'
+import { ActivatedRoute, Router, RouterLink } from '@angular/router'
 import {
   NgbCollapseModule,
   NgbDropdownModule,
@@ -47,11 +47,13 @@ export enum TaskSection {
 export enum TaskFilterTargetID {
   Name,
   Result,
+  TaskId,
 }
 
 const FILTER_TARGETS = [
   { id: TaskFilterTargetID.Name, name: $localize`Name` },
   { id: TaskFilterTargetID.Result, name: $localize`Result` },
+  { id: TaskFilterTargetID.TaskId, name: $localize`Task ID` },
 ]
 
 const SECTION_LABELS = {
@@ -161,6 +163,7 @@ export class TasksComponent
   tasksService = inject(TasksService)
   private modalService = inject(NgbModal)
   private readonly router = inject(Router)
+  private readonly route = inject(ActivatedRoute)
   private readonly toastService = inject(ToastService)
 
   readonly TaskSection = TaskSection
@@ -275,6 +278,17 @@ export class TasksComponent
   }
 
   ngOnInit() {
+    const taskId = this.route.snapshot.queryParamMap.get('task_id')
+    if (taskId) {
+      this.filterTargetID = TaskFilterTargetID.TaskId
+      this._filterText = taskId
+      this.router.navigate([], {
+        relativeTo: this.route,
+        queryParams: { task_id: null },
+        queryParamsHandling: 'merge',
+        replaceUrl: true,
+      })
+    }
     this.tasksService.reload()
     this.reloadPage()
     timer(5000, 5000)
@@ -636,17 +650,12 @@ export class TasksComponent
 
     const query = this._filterText.toLowerCase()
 
-    if (this.filterTargetID == TaskFilterTargetID.Name) {
-      return [
-        this.taskDisplayName(task),
-        task.task_type_display,
-        task.trigger_source_display,
-      ]
-        .filter(Boolean)
-        .some((value) => value.toLowerCase().includes(query))
+    if (this.filterTargetID === TaskFilterTargetID.TaskId) {
+      return task.task_id.toLowerCase() === query
     }
 
-    return this.taskResultMessage(task)?.toLowerCase().includes(query) ?? false
+    // Text filtering now handled API-side
+    return true
   }
 
   private tasksForOptionCounts({
@@ -706,9 +715,15 @@ export class TasksComponent
     }
 
     if (this._filterText.length) {
-      params[
-        this.filterTargetID === TaskFilterTargetID.Name ? 'name' : 'result'
-      ] = this._filterText
+      const parameter = {
+        [TaskFilterTargetID.Name]: 'name',
+        [TaskFilterTargetID.Result]: 'result',
+        [TaskFilterTargetID.TaskId]: 'task_id',
+      }[this.filterTargetID]
+      params[parameter] = this._filterText
+      if (this.filterTargetID === TaskFilterTargetID.TaskId) {
+        delete params.acknowledged
+      }
     }
 
     return params

src-ui/src/app/components/app-frame/app-frame.component.html

@@ -289,6 +289,17 @@
                 <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Workflows" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.Workflows, $event)"></pngx-input-switch>
               }
             </li>
+            <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.OcrTemplates) && !settingsService.organizingSidebarItems()"
+              *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.OcrTemplate }">
+              <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.OcrTemplates)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="ocr-templates" routerLinkActive="active" (click)="closeMenu()"
+                ngbPopover="OCR Templates" i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end"
+                container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
+                <pngx-bs-icon class="me-2" name="bounding-box-circles"></pngx-bs-icon><span class="nav-link-label"><ng-container i18n>OCR Templates</ng-container></span>
+              </a>
+              @if (settingsService.organizingSidebarItems()) {
+                <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="OCR Templates" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.OcrTemplates)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.OcrTemplates, $event)"></pngx-input-switch>
+              }
+            </li>
             <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Mail) && !settingsService.organizingSidebarItems()" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.MailAccount }"
               tourAnchor="tour.mail">
               <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Mail)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="mail" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Mail"

src-ui/src/app/components/app-frame/app-frame.component.spec.ts

@@ -11,8 +11,10 @@ import { ActivatedRoute, Router } from '@angular/router'
 import { RouterTestingModule } from '@angular/router/testing'
 import { NgbModal, NgbModalModule, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { provideUiTour } from 'ngx-ui-tour-ng-bootstrap'
-import { of, throwError } from 'rxjs'
+import { of, Subject, throwError } from 'rxjs'
 import { routes } from 'src/app/app-routing.module'
+import { BulkOperationStatus } from 'src/app/data/bulk-operation'
+import { PaperlessTaskStatus } from 'src/app/data/paperless-task'
 import { SavedView } from 'src/app/data/saved-view'
 import { HideableSidebarItemID, SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
@@ -21,10 +23,11 @@ import {
   DjangoMessageLevel,
   DjangoMessagesService,
 } from 'src/app/services/django-messages.service'
+import { DocumentListViewService } from 'src/app/services/document-list-view.service'
 import { OpenDocumentsService } from 'src/app/services/open-documents.service'
 import {
-  PermissionType,
   PermissionsService,
+  PermissionType,
 } from 'src/app/services/permissions.service'
 import { RemoteVersionService } from 'src/app/services/rest/remote-version.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
@@ -95,6 +98,7 @@ describe('AppFrameComponent', () => {
   let savedViewSpy
   let modalService: NgbModal
   let maybeRefreshSpy
+  let bulkEvents: Subject<BulkOperationStatus>
   let tasksService: TasksService
 
   beforeEach(async () => {
@@ -182,6 +186,10 @@ describe('AppFrameComponent', () => {
     savedViewSpy = jest.spyOn(savedViewService, 'reload')
     maybeRefreshSpy = jest.spyOn(savedViewService, 'maybeRefreshDocumentCounts')
 
+    bulkEvents = new Subject<BulkOperationStatus>()
+    jest
+      .spyOn(TestBed.inject(WebsocketStatusService), 'onBulkOperationStatus')
+      .mockReturnValue(bulkEvents.asObservable())
     fixture = TestBed.createComponent(AppFrameComponent)
     component = fixture.componentInstance
 
@@ -190,6 +198,78 @@ describe('AppFrameComponent', () => {
     fixture.detectChanges()
   })
 
+  it('refreshes and notifies on completion without client-side task tracking', () => {
+    const list = TestBed.inject(DocumentListViewService)
+    const reload = jest.spyOn(list, 'reload').mockImplementation(() => {})
+    jest.spyOn(list, 'reduceSelectionToFilter').mockImplementation(() => {})
+    const tasksReload = jest
+      .spyOn(tasksService, 'reload')
+      .mockImplementation(() => {})
+    const success = jest.spyOn(toastService, 'showSuccess')
+    const refresh = jest
+      .spyOn(openDocumentsService, 'refreshDocument')
+      .mockImplementation(() => {})
+    jest
+      .spyOn(openDocumentsService, 'getOpenDocuments')
+      .mockReturnValue([document])
+    tasksReload.mockClear()
+    maybeRefreshSpy.mockClear()
+    bulkEvents.next({
+      task_id: 'bulk-task',
+      operation: 'set_permissions',
+      status: PaperlessTaskStatus.Started,
+    })
+    expect(reload).not.toHaveBeenCalled()
+    bulkEvents.next({
+      task_id: 'bulk-task',
+      operation: 'set_permissions',
+      status: PaperlessTaskStatus.Success,
+    })
+    expect(reload).toHaveBeenCalledTimes(1)
+    expect(reload).toHaveBeenCalledWith(null, false)
+    expect(refresh).toHaveBeenCalledWith(document.id)
+    expect(maybeRefreshSpy).toHaveBeenCalledTimes(1)
+    expect(tasksReload).toHaveBeenCalledTimes(1)
+    expect(success).toHaveBeenCalledWith('Bulk operation completed.')
+    fixture.destroy()
+    bulkEvents.next({
+      task_id: 'bulk-task',
+      operation: 'set_permissions',
+      status: PaperlessTaskStatus.Success,
+    })
+    expect(reload).toHaveBeenCalledTimes(1)
+  })
+
+  it('refreshes and reports failed or revoked bulk operations', () => {
+    const list = TestBed.inject(DocumentListViewService)
+    const reload = jest.spyOn(list, 'reload').mockImplementation(() => {})
+    jest.spyOn(list, 'reduceSelectionToFilter').mockImplementation(() => {})
+    jest.spyOn(tasksService, 'reload').mockImplementation(() => {})
+    const error = jest.spyOn(toastService, 'showError')
+    const success = jest.spyOn(toastService, 'showSuccess')
+    for (const status of [
+      PaperlessTaskStatus.Failure,
+      PaperlessTaskStatus.Revoked,
+    ]) {
+      bulkEvents.next({
+        task_id: 'bulk-task',
+        operation: 'set_permissions',
+        status,
+        error:
+          status === PaperlessTaskStatus.Revoked
+            ? 'Task expired before execution.'
+            : 'Could not update',
+      })
+    }
+    expect(reload).toHaveBeenCalledTimes(2)
+    expect(error).toHaveBeenCalledWith(expect.any(String), 'Could not update')
+    expect(error).toHaveBeenCalledWith(
+      'Bulk operation revoked.',
+      'Task expired before execution.'
+    )
+    expect(success).not.toHaveBeenCalled()
+  })
+
   it('should initialize the saved view service', () => {
     expect(savedViewSpy).toHaveBeenCalled()
   })
@@ -293,6 +373,7 @@ describe('AppFrameComponent', () => {
       HideableSidebarItemID.Dashboard,
       HideableSidebarItemID.Workflows,
       HideableSidebarItemID.ShareLinks,
+      HideableSidebarItemID.OcrTemplates,
     ])
     fixture.detectChanges()
 
@@ -308,6 +389,10 @@ describe('AppFrameComponent', () => {
       fixture.nativeElement.querySelector('[routerLink="share-links"]')
         .parentElement.classList
     ).toContain('d-none')
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="ocr-templates"]')
+        .parentElement.classList
+    ).toContain('d-none')
     expect(
       fixture.nativeElement.querySelector('[routerLink="mail"]').parentElement
         .classList
@@ -320,12 +405,21 @@ describe('AppFrameComponent', () => {
     ])
     settingsService.sidebarHiddenItemsEditing.set([
       HideableSidebarItemID.Dashboard,
+      HideableSidebarItemID.OcrTemplates,
     ])
     fixture.detectChanges()
 
     expect(
       fixture.nativeElement.querySelectorAll('pngx-input-switch').length
-    ).toBe(6)
+    ).toBe(7)
+    const ocrTemplatesLink = fixture.nativeElement.querySelector(
+      '[routerLink="ocr-templates"]'
+    )
+    expect(ocrTemplatesLink.parentElement.classList).not.toContain('d-none')
+    expect(ocrTemplatesLink.classList).toContain('opacity-50')
+    expect(
+      ocrTemplatesLink.parentElement.querySelector('pngx-input-switch')
+    ).not.toBeNull()
     expect(
       fixture.nativeElement.querySelector('[routerLink="dashboard"]')
         .parentElement.classList

src-ui/src/app/components/app-frame/app-frame.component.ts

@@ -8,12 +8,14 @@ import {
 import { NgClass } from '@angular/common'
 import {
   Component,
+  DestroyRef,
   HostListener,
   inject,
   OnInit,
   signal,
   viewChild,
 } from '@angular/core'
+import { takeUntilDestroyed } from '@angular/core/rxjs-interop'
 import { FormsModule } from '@angular/forms'
 import { ActivatedRoute, Router, RouterModule } from '@angular/router'
 import {
@@ -24,10 +26,11 @@ import {
   NgbPopoverModule,
 } from '@ng-bootstrap/ng-bootstrap'
 import { TourNgBootstrap } from 'ngx-ui-tour-ng-bootstrap'
-import { Observable } from 'rxjs'
+import { filter, Observable } from 'rxjs'
 import { first } from 'rxjs/operators'
 import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
 import { Document } from 'src/app/data/document'
+import { PaperlessTaskStatus } from 'src/app/data/paperless-task'
 import { SavedView } from 'src/app/data/saved-view'
 import {
   CollapsibleSection,
@@ -41,6 +44,7 @@ import {
   DjangoMessageLevel,
   DjangoMessagesService,
 } from 'src/app/services/django-messages.service'
+import { DocumentListViewService } from 'src/app/services/document-list-view.service'
 import { OpenDocumentsService } from 'src/app/services/open-documents.service'
 import {
   PermissionAction,
@@ -101,6 +105,8 @@ export class AppFrameComponent
   extends ComponentWithPermissions
   implements OnInit, ComponentCanDeactivate
 {
+  private destroyRef = inject(DestroyRef)
+  private documentList = inject(DocumentListViewService)
   router = inject(Router)
   private activatedRoute = inject(ActivatedRoute)
   private openDocumentsService = inject(OpenDocumentsService)
@@ -164,6 +170,46 @@ export class AppFrameComponent
   }
 
   ngOnInit(): void {
+    this.websocketStatusService
+      .onBulkOperationStatus()
+      .pipe(
+        filter(({ status }) =>
+          [
+            PaperlessTaskStatus.Success,
+            PaperlessTaskStatus.Failure,
+            PaperlessTaskStatus.Revoked,
+          ].includes(status)
+        ),
+        takeUntilDestroyed(this.destroyRef)
+      )
+      .subscribe(({ status, error }) => {
+        this.documentList.reload(null, false)
+        this.documentList.reduceSelectionToFilter()
+        // maybe someday we can optimize to only refresh affected documents
+        this.openDocumentsService.getOpenDocuments().forEach((doc) => {
+          this.openDocumentsService.refreshDocument(doc.id)
+        })
+        this.savedViewService.maybeRefreshDocumentCounts()
+        if (
+          this.permissionsService.currentUserCan(
+            PermissionAction.View,
+            PermissionType.PaperlessTask
+          )
+        ) {
+          this.tasksService.reload()
+        }
+        if (status === PaperlessTaskStatus.Success) {
+          this.toastService.showSuccess($localize`Bulk operation completed.`)
+        } else if (status === PaperlessTaskStatus.Revoked) {
+          this.toastService.showError($localize`Bulk operation revoked.`, error)
+        } else {
+          this.toastService.showError(
+            $localize`Bulk operation failed. Some changes may already have been applied.`,
+            error
+          )
+        }
+      })
+
     this.lastScrollY = window.scrollY
     this.detectClassicScrollbars()
 

src-ui/src/app/components/common/bootstrap-icon/icons.ts

@@ -16,6 +16,7 @@ import basket from 'bootstrap-icons/icons/basket.svg'
 import bell from 'bootstrap-icons/icons/bell.svg'
 import bodyText from 'bootstrap-icons/icons/body-text.svg'
 import bookmark from 'bootstrap-icons/icons/bookmark.svg'
+import boundingBoxCircles from 'bootstrap-icons/icons/bounding-box-circles.svg'
 import boxArrowInRight from 'bootstrap-icons/icons/box-arrow-in-right.svg'
 import boxArrowUpRight from 'bootstrap-icons/icons/box-arrow-up-right.svg'
 import boxArrowUp from 'bootstrap-icons/icons/box-arrow-up.svg'
@@ -77,6 +78,7 @@ import fileEarmarkMinus from 'bootstrap-icons/icons/file-earmark-minus.svg'
 import fileEarmarkPerson from 'bootstrap-icons/icons/file-earmark-person.svg'
 import fileEarmarkPlus from 'bootstrap-icons/icons/file-earmark-plus.svg'
 import fileEarmarkRichtext from 'bootstrap-icons/icons/file-earmark-richtext.svg'
+import fileEarmarkRuled from 'bootstrap-icons/icons/file-earmark-ruled.svg'
 import fileEarmarkSpreadsheet from 'bootstrap-icons/icons/file-earmark-spreadsheet.svg'
 import fileEarmark from 'bootstrap-icons/icons/file-earmark.svg'
 import fileText from 'bootstrap-icons/icons/file-text.svg'
@@ -118,6 +120,7 @@ import personFill from 'bootstrap-icons/icons/person-fill.svg'
 import personLock from 'bootstrap-icons/icons/person-lock.svg'
 import personSquare from 'bootstrap-icons/icons/person-square.svg'
 import person from 'bootstrap-icons/icons/person.svg'
+import playCircle from 'bootstrap-icons/icons/play-circle.svg'
 import playFill from 'bootstrap-icons/icons/play-fill.svg'
 import plusCircle from 'bootstrap-icons/icons/plus-circle.svg'
 import plus from 'bootstrap-icons/icons/plus.svg'
@@ -130,6 +133,7 @@ import search from 'bootstrap-icons/icons/search.svg'
 import send from 'bootstrap-icons/icons/send.svg'
 import shop from 'bootstrap-icons/icons/shop.svg'
 import slashCircle from 'bootstrap-icons/icons/slash-circle.svg'
+import sliders2 from 'bootstrap-icons/icons/sliders2.svg'
 import sliders2Vertical from 'bootstrap-icons/icons/sliders2-vertical.svg'
 import sortAlphaDown from 'bootstrap-icons/icons/sort-alpha-down.svg'
 import sortAlphaUpAlt from 'bootstrap-icons/icons/sort-alpha-up-alt.svg'
@@ -178,6 +182,7 @@ export const icons: Record<string, string> = {
   braces,
   bodyText,
   bookmark,
+  boundingBoxCircles,
   boxArrowInRight,
   boxArrowUp,
   boxArrowUpRight,
@@ -239,6 +244,7 @@ export const icons: Record<string, string> = {
   fileEarmarkPerson,
   fileEarmarkPlus,
   fileEarmarkRichtext,
+  fileEarmarkRuled,
   fileEarmarkSpreadsheet,
   files,
   fileText,
@@ -279,6 +285,7 @@ export const icons: Record<string, string> = {
   personFillLock,
   personLock,
   personSquare,
+  playCircle,
   playFill,
   plus,
   plusCircle,
@@ -290,6 +297,7 @@ export const icons: Record<string, string> = {
   search,
   send,
   slashCircle,
+  sliders2,
   shop,
   sliders2Vertical,
   sortAlphaDown,

src-ui/src/app/components/common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component.html

@@ -0,0 +1,32 @@
+<div class="modal-header">
+  <h4 class="modal-title" id="modal-basic-title">{{title}}</h4>
+  <button type="button" class="btn-close" aria-label="Close" (click)="cancel()">
+  </button>
+</div>
+<div class="modal-body">
+  @if (message) {
+    <p class="text-break" [innerHTML]="message"></p>
+  }
+  <div class="mb-3">
+    <label class="form-label" for="runWorkflowSelect" i18n>Workflow</label>
+    <select class="form-select" id="runWorkflowSelect" [(ngModel)]="workflowId" (ngModelChange)="workflowSelected()">
+      <option [ngValue]="null" disabled i18n>Select a workflow</option>
+      @for (workflow of workflows; track workflow.id) {
+        <option [ngValue]="workflow.id">{{workflow.name}}</option>
+      }
+    </select>
+  </div>
+  <div class="form-check">
+    <input class="form-check-input" type="checkbox" id="runWorkflowForce" [(ngModel)]="force" />
+    <label class="form-check-label" for="runWorkflowForce" i18n>Run on all selected documents</label>
+    <div class="form-text" i18n>Ignore the workflow's trigger filters and run on every selected document.</div>
+  </div>
+</div>
+<div class="modal-footer">
+  <button type="button" class="btn" [class]="cancelBtnClass" (click)="cancel()" [disabled]="!buttonsEnabled">
+    <span class="d-inline-block" style="padding-bottom: 1px;">{{cancelBtnCaption}}</span>
+  </button>
+  <button type="button" class="btn" [class]="btnClass" (click)="confirm()" [disabled]="!confirmButtonEnabled || !buttonsEnabled">
+    {{btnCaption}}
+  </button>
+</div>

src-ui/src/app/components/common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component.spec.ts

@@ -0,0 +1,42 @@
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import { RunWorkflowConfirmDialogComponent } from './run-workflow-confirm-dialog.component'
+
+describe('RunWorkflowConfirmDialogComponent', () => {
+  let component: RunWorkflowConfirmDialogComponent
+  let fixture: ComponentFixture<RunWorkflowConfirmDialogComponent>
+
+  beforeEach(async () => {
+    TestBed.configureTestingModule({
+      providers: [NgbActiveModal],
+      imports: [RunWorkflowConfirmDialogComponent],
+    }).compileComponents()
+
+    fixture = TestBed.createComponent(RunWorkflowConfirmDialogComponent)
+    component = fixture.componentInstance
+    component.workflows = [{ id: 5, name: 'Manual workflow' } as any]
+    fixture.detectChanges()
+  })
+
+  it('should disable confirm until a workflow is selected and not force by default', () => {
+    expect(component.confirmButtonEnabled).toBeFalsy()
+    expect(component.force).toBeFalsy()
+
+    component.workflowId = 5
+    component.workflowSelected()
+    expect(component.confirmButtonEnabled).toBeTruthy()
+
+    component.workflowId = null
+    component.workflowSelected()
+    expect(component.confirmButtonEnabled).toBeFalsy()
+  })
+
+  it('should render an option per workflow', () => {
+    const options = fixture.nativeElement.querySelectorAll(
+      '#runWorkflowSelect option'
+    )
+    // placeholder option + one per workflow
+    expect(options).toHaveLength(2)
+    expect(options[1].textContent).toContain('Manual workflow')
+  })
+})

src-ui/src/app/components/common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component.ts

@@ -0,0 +1,24 @@
+import { Component } from '@angular/core'
+import { FormsModule } from '@angular/forms'
+import { Workflow } from 'src/app/data/workflow'
+import { ConfirmDialogComponent } from '../confirm-dialog.component'
+
+@Component({
+  selector: 'pngx-run-workflow-confirm-dialog',
+  templateUrl: './run-workflow-confirm-dialog.component.html',
+  imports: [FormsModule],
+})
+export class RunWorkflowConfirmDialogComponent extends ConfirmDialogComponent {
+  public workflows: Workflow[] = []
+
+  public workflowId: number = null
+
+  // i.e. ignore the workflow's trigger filters
+  public force: boolean = false
+
+  override confirmButtonEnabled = false
+
+  public workflowSelected(): void {
+    this.confirmButtonEnabled = !!this.workflowId
+  }
+}

src-ui/src/app/components/common/confirm-dialog/zone-ocr-confirm-dialog/zone-ocr-confirm-dialog.component.html

@@ -0,0 +1,30 @@
+<div class="modal-header">
+  <h4 class="modal-title" id="modal-basic-title">{{title}}</h4>
+  <button type="button" class="btn-close" aria-label="Close" (click)="cancel()">
+  </button>
+</div>
+<div class="modal-body">
+  @if (messageBold) {
+    <p class="text-break"><b>{{messageBold}}</b></p>
+  }
+  @if (message) {
+    <p class="text-break" [innerHTML]="message"></p>
+  }
+  <pngx-input-select
+    [items]="templates()"
+    [(ngModel)]="template"
+    [allowNull]="true"
+    title="OCR template"
+    i18n-title
+    placeholder="All matching templates"
+    i18n-placeholder
+  ></pngx-input-select>
+</div>
+<div class="modal-footer">
+  <button type="button" class="btn" [class]="cancelBtnClass" (click)="cancel()" [disabled]="!buttonsEnabled()">
+    <span class="d-inline-block" style="padding-bottom: 1px;">{{cancelBtnCaption}}</span>
+  </button>
+  <button type="button" class="btn" [class]="btnClass" (click)="confirm()" [disabled]="!confirmButtonEnabled || !buttonsEnabled()">
+    {{btnCaption}}
+  </button>
+</div>

src-ui/src/app/components/common/confirm-dialog/zone-ocr-confirm-dialog/zone-ocr-confirm-dialog.component.spec.ts

@@ -0,0 +1,52 @@
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import { of } from 'rxjs'
+import { MATCH_NONE } from 'src/app/data/matching-model'
+import { OcrTemplate } from 'src/app/data/ocr-template'
+import { OcrTemplateService } from 'src/app/services/rest/ocr-template.service'
+import { ZoneOcrConfirmDialogComponent } from './zone-ocr-confirm-dialog.component'
+
+const templates: OcrTemplate[] = [
+  {
+    id: 1,
+    name: 'Invoices',
+    match: '',
+    matching_algorithm: MATCH_NONE,
+    sample_document: null,
+    source_width: 0,
+    source_height: 0,
+    enabled: true,
+    zones: [],
+  },
+]
+
+describe('ZoneOcrConfirmDialogComponent', () => {
+  let component: ZoneOcrConfirmDialogComponent
+  let fixture: ComponentFixture<ZoneOcrConfirmDialogComponent>
+
+  beforeEach(() => {
+    TestBed.configureTestingModule({
+      providers: [
+        NgbActiveModal,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
+      imports: [ZoneOcrConfirmDialogComponent],
+    })
+    jest
+      .spyOn(TestBed.inject(OcrTemplateService), 'listAll')
+      .mockReturnValue(of({ count: 1, all: [1], results: templates }))
+
+    fixture = TestBed.createComponent(ZoneOcrConfirmDialogComponent)
+    component = fixture.componentInstance
+    fixture.detectChanges()
+  })
+
+  it('should offer templates and default to all matching templates', () => {
+    expect(component.templates()).toEqual(templates)
+    expect(component.template).toBeNull()
+    expect(fixture.nativeElement.textContent).toContain('OCR template')
+  })
+})

src-ui/src/app/components/common/confirm-dialog/zone-ocr-confirm-dialog/zone-ocr-confirm-dialog.component.ts

@@ -0,0 +1,31 @@
+import { Component, OnInit, inject, signal } from '@angular/core'
+import { FormsModule } from '@angular/forms'
+import { takeUntil } from 'rxjs'
+import { OcrTemplate } from 'src/app/data/ocr-template'
+import { OcrTemplateService } from 'src/app/services/rest/ocr-template.service'
+import { SelectComponent } from '../../input/select/select.component'
+import { ConfirmDialogComponent } from '../confirm-dialog.component'
+
+@Component({
+  selector: 'pngx-zone-ocr-confirm-dialog',
+  templateUrl: './zone-ocr-confirm-dialog.component.html',
+  imports: [FormsModule, SelectComponent],
+})
+export class ZoneOcrConfirmDialogComponent
+  extends ConfirmDialogComponent
+  implements OnInit
+{
+  private readonly ocrTemplateService = inject(OcrTemplateService)
+
+  public readonly templates = signal<OcrTemplate[]>([])
+
+  /** The template to run, or null for every template that matches. */
+  template: number | null = null
+
+  ngOnInit() {
+    this.ocrTemplateService
+      .listAll()
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe((r) => this.templates.set(r.results))
+  }
+}

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html

@@ -164,7 +164,7 @@
           <pngx-input-text i18n-title title="Filter path" formControlName="filter_path" horizontal="true" i18n-hint hint="Apply to documents that match this path. Wildcards specified as * are allowed. Case-normalized." [error]="error?.filter_path"></pngx-input-text>
           <pngx-input-select i18n-title title="Filter mail rule" [items]="mailRules()" horizontal="true" [allowNull]="true" formControlName="filter_mailrule" i18n-hint hint="Apply to documents consumed via this mail rule." [error]="error?.filter_mailrule"></pngx-input-select>
         }
-        @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
+        @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled || formGroup.get('type').value === WorkflowTriggerType.Manual) {
           <pngx-input-select i18n-title title="Content matching algorithm" horizontal="true" [items]="getMatchingAlgorithms()" formControlName="matching_algorithm"></pngx-input-select>
           @if (matchingPatternRequired(formGroup)) {
             <pngx-input-text i18n-title title="Content matching pattern" horizontal="true" formControlName="match" [error]="error?.match"></pngx-input-text>
@@ -175,7 +175,7 @@
         }
       </div>
     </div>
-    @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
+    @if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled || formGroup.get('type').value === WorkflowTriggerType.Manual) {
       <div class="row mt-3">
         <div class="col">
           <div class="trigger-filters mb-3">

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts

@@ -123,6 +123,10 @@ export const WORKFLOW_TYPE_OPTIONS = [
     id: WorkflowTriggerType.Scheduled,
     name: $localize`Scheduled`,
   },
+  {
+    id: WorkflowTriggerType.Manual,
+    name: $localize`Manual`,
+  },
 ]
 
 export const WORKFLOW_ACTION_OPTIONS = [

src-ui/src/app/components/common/input/document-link/document-link.component.html

@@ -40,7 +40,7 @@
     (change)="onChange(selectedDocumentIDs)">
     <ng-template ng-label-tmp let-document="item">
       <div class="d-flex align-items-center">
-        @if (!disabled) {
+        @if (!disabled && multiple) {
           <button class="btn p-0 lh-1" (click)="unselect(document)" (mousedown)="$event.stopImmediatePropagation()" type="button" title="Remove link" i18n-title><pngx-bs-icon name="x"></pngx-bs-icon></button>
         }
         @if (document.title) {

src-ui/src/app/components/common/input/document-link/document-link.component.ts

@@ -81,6 +81,9 @@ export class DocumentLinkComponent
   @Input()
   placeholder: string = $localize`Search for documents`
 
+  @Input()
+  multiple: boolean = true
+
   /**
    * Parent for ng-select dropdown, needed to prevent close on click.
    */

src-ui/src/app/components/document-detail/document-detail.component.html

@@ -49,6 +49,12 @@
         <pngx-bs-icon width="1em" height="1em" name="arrow-counterclockwise" class="me-2"></pngx-bs-icon><span i18n>Reprocess</span>
       </button>
 
+      @if (manualWorkflows().length > 0) {
+        <button ngbDropdownItem (click)="runWorkflow()" [disabled]="!userCanEdit || !userIsOwner">
+          <pngx-bs-icon width="1em" height="1em" name="play-circle" class="me-2"></pngx-bs-icon><span i18n>Run workflow</span>
+        </button>
+      }
+
       <button ngbDropdownItem (click)="printDocument()" [hidden]="useNativePdfViewer || isMobile">
         <pngx-bs-icon width="1em" height="1em" name="printer" class="me-2"></pngx-bs-icon><span i18n>Print</span>
       </button>
@@ -61,6 +67,22 @@
         <pngx-bs-icon name="pencil" class="me-2"></pngx-bs-icon><ng-container i18n>PDF Editor</ng-container>
       </button>
 
+      <div class="d-flex" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.OcrTemplate }">
+        <button ngbDropdownItem (click)="runZoneOcr()" [disabled]="!userCanEdit || networkActive()">
+          <pngx-bs-icon width="1em" height="1em" name="bounding-box-circles" class="me-2"></pngx-bs-icon><span i18n>Run Zone OCR</span>
+        </button>
+        <button
+          ngbDropdownItem
+          class="w-auto flex-shrink-0 px-2"
+          (click)="runZoneOcrWithOptions()"
+          [disabled]="!userCanEdit || networkActive()"
+          title="Choose OCR template"
+          i18n-title
+        >
+          <pngx-bs-icon width="1em" height="1em" name="sliders2"></pngx-bs-icon>
+        </button>
+      </div>
+
       @if (userIsOwner && (requiresPassword || password)) {
         <button ngbDropdownItem (click)="removePassword()" [disabled]="!password">
           <pngx-bs-icon name="unlock" class="me-2"></pngx-bs-icon><ng-container i18n>Remove Password</ng-container>
@@ -90,7 +112,7 @@
 <div class="row">
   <div class="col-md-6 col-xl-5 mb-4">
 
-    <form [formGroup]='documentForm' (ngSubmit)="save()">
+    <form [formGroup]='documentForm' (ngSubmit)="save()" [attr.inert]="zoneOcrRunning() ? '' : null" [attr.aria-busy]="zoneOcrRunning()">
 
       <div class="btn-toolbar mb-1 pb-3 gap-2 row-gap-2 border-bottom">
         <div class="btn-group">

src-ui/src/app/components/document-detail/document-detail.component.spec.ts

@@ -1030,6 +1030,27 @@ describe('DocumentDetailComponent', () => {
     expect(modalCloseSpy).toHaveBeenCalled()
   })
 
+  it('should run a workflow on the document, confirm and close modal', () => {
+    initNormally()
+    const bulkEditSpy = jest.spyOn(documentService, 'bulkEdit')
+    bulkEditSpy.mockReturnValue(of(true))
+    let openModal: NgbModalRef
+    modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
+    const toastSpy = jest.spyOn(toastService, 'showInfo')
+    component.runWorkflow()
+    const modalCloseSpy = jest.spyOn(openModal, 'close')
+    openModal.componentInstance.workflowId = 5
+    openModal.componentInstance.force = true
+    openModal.componentInstance.confirmClicked.next()
+    expect(bulkEditSpy).toHaveBeenCalledWith(
+      { documents: [doc.id] },
+      'run_workflow',
+      { workflow: 5, filter_documents: false }
+    )
+    expect(toastSpy).toHaveBeenCalled()
+    expect(modalCloseSpy).toHaveBeenCalled()
+  })
+
   it('should pass remote OCR choice when reprocessing', () => {
     initNormally()
     const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
@@ -1909,6 +1930,203 @@ describe('DocumentDetailComponent', () => {
     expect(toastSpy).toHaveBeenCalledWith('Document reloaded.')
   })
 
+  it('should run a chosen zone OCR template on the selected version and reload', () => {
+    component.documentId.set(doc.id)
+    component.document.set({ ...doc, versions: docVersions })
+    component.selectedVersionId.set(10)
+    jest.spyOn(documentService, 'runZoneOcr').mockReturnValue(
+      of({
+        results: [
+          { zone: 'Total', value: '102.10' },
+          { zone: 'Due', value: '' },
+        ],
+      } as any)
+    )
+    const loadSpy = jest
+      .spyOn(component as any, 'loadDocument')
+      .mockImplementation(() => {})
+    const notifySpy = jest.spyOn(component.docChangeNotifier, 'next')
+    const toastSpy = jest.spyOn(toastService, 'showInfo')
+    const modalSpy = jest.spyOn(modalService, 'open')
+
+    component.runZoneOcrWithOptions()
+    const dialog = modalSpy.mock.results[0].value.componentInstance
+    expect(dialog.message).toBe(
+      'Fields filled by the template will be overwritten.'
+    )
+    dialog.template = 3
+    dialog.confirmClicked.emit()
+
+    expect(documentService.runZoneOcr).toHaveBeenCalledWith(doc.id, 3, 10)
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Filled 1 of 2 fields. No value found for: Due'
+    )
+    expect(notifySpy).toHaveBeenCalledWith(doc.id)
+    expect(loadSpy).toHaveBeenCalledWith(doc.id, true, expect.any(Function))
+    expect(component.zoneOcrRunning()).toBe(true)
+    loadSpy.mock.calls[0][2]()
+    expect(component.zoneOcrRunning()).toBe(false)
+    expect(component.networkActive()).toBe(false)
+  })
+
+  it('should summarize zone OCR results', () => {
+    component.documentId.set(doc.id)
+    component.document.set({ ...doc, versions: docVersions })
+    component.selectedVersionId.set(12)
+    jest.spyOn(component as any, 'loadDocument').mockImplementation(() => {})
+    const runSpy = jest.spyOn(documentService, 'runZoneOcr')
+    const toastSpy = jest.spyOn(toastService, 'showInfo')
+    const modalSpy = jest.spyOn(modalService, 'open')
+
+    runSpy.mockReturnValueOnce(of({ status: 'completed', results: [] }))
+    component.runZoneOcr()
+    expect(modalSpy).not.toHaveBeenCalled()
+    expect(runSpy).toHaveBeenCalledWith(doc.id, null, null)
+    expect(toastSpy).toHaveBeenLastCalledWith(
+      'Zone OCR found no fields to fill.'
+    )
+
+    component.networkActive.set(false)
+    runSpy.mockReturnValueOnce(
+      of({
+        status: 'completed',
+        results: [
+          { template: 'T', zone: 'Total', custom_field: 'Amount', value: 0 },
+        ],
+      })
+    )
+    component.runZoneOcr()
+    expect(toastSpy).toHaveBeenLastCalledWith('Filled 1 of 1 fields.')
+  })
+
+  it('should confirm before running zone OCR over unsaved changes', () => {
+    component.documentId.set(doc.id)
+    component.document.set({ ...doc, __changedFields: ['title'] })
+    component.documentForm.patchValue({ title: 'Unsaved title' })
+    const runSpy = jest.spyOn(documentService, 'runZoneOcr')
+    const modalSpy = jest.spyOn(modalService, 'open')
+
+    component.runZoneOcr()
+
+    const modal = modalSpy.mock.results[0].value
+    expect(modal.componentInstance.message).toBe(
+      'Running Zone OCR will discard them.'
+    )
+    expect(runSpy).not.toHaveBeenCalled()
+    modal.componentInstance.cancel()
+    expect(runSpy).not.toHaveBeenCalled()
+    expect(component.documentForm.get('title').value).toBe('Unsaved title')
+    expect(component.zoneOcrRunning()).toBe(false)
+  })
+
+  it('should warn about unsaved changes in the zone OCR options dialog', () => {
+    component.documentId.set(doc.id)
+    component.document.set({ ...doc, __changedFields: ['title'] })
+    const runSpy = jest.spyOn(documentService, 'runZoneOcr')
+    const modalSpy = jest.spyOn(modalService, 'open')
+
+    component.runZoneOcrWithOptions()
+
+    const dialog = modalSpy.mock.results[0].value.componentInstance
+    expect(dialog.message).toBe('Running Zone OCR will discard them.')
+    expect(dialog.btnClass).toBe('btn-warning')
+    dialog.cancel()
+    expect(runSpy).not.toHaveBeenCalled()
+    component.networkActive.set(true)
+    component.runZoneOcrWithOptions()
+    expect(modalSpy).toHaveBeenCalledTimes(1)
+  })
+
+  it('should not allow saving or a second zone OCR run while one is running', () => {
+    component.documentId.set(doc.id)
+    component.document.set({
+      ...doc,
+      versions: docVersions,
+      __changedFields: ['title'],
+    })
+    component.selectedVersionId.set(doc.id)
+    const pending = new Subject<any>()
+    const runSpy = jest
+      .spyOn(documentService, 'runZoneOcr')
+      .mockReturnValue(pending)
+    const modalSpy = jest.spyOn(modalService, 'open')
+
+    component.runZoneOcr()
+    modalSpy.mock.results[0].value.componentInstance.confirmClicked.emit()
+
+    expect(runSpy).toHaveBeenCalledWith(doc.id, null, doc.id)
+    expect(component.zoneOcrRunning()).toBe(true)
+    expect(component.networkActive()).toBe(true)
+    const saveSpy = jest.spyOn(documentService, 'patch')
+    component.save()
+    expect(saveSpy).not.toHaveBeenCalled()
+    component.runZoneOcr()
+    expect(modalSpy).toHaveBeenCalledTimes(1)
+    expect(runSpy).toHaveBeenCalledTimes(1)
+    pending.error(new Error('failed'))
+    expect(component.zoneOcrRunning()).toBe(false)
+    expect(component.networkActive()).toBe(false)
+    expect(component.document().__changedFields).toEqual(['title'])
+  })
+
+  it('should not reload after zone OCR if another document is open', () => {
+    component.documentId.set(doc.id)
+    component.document.set({ ...doc, __changedFields: [] })
+    const pending = new Subject<any>()
+    jest.spyOn(documentService, 'runZoneOcr').mockReturnValue(pending)
+    const loadSpy = jest.spyOn(component as any, 'loadDocument')
+
+    component.runZoneOcr()
+    component.documentId.set(99)
+    pending.next({ results: [] })
+
+    expect(loadSpy).not.toHaveBeenCalled()
+    expect(component.zoneOcrRunning()).toBe(false)
+    pending.complete()
+  })
+
+  it('should keep unsaved changes when zone OCR is skipped', () => {
+    component.documentId.set(doc.id)
+    component.document.set({ ...doc, __changedFields: ['title'] })
+    component.documentForm.patchValue({ title: 'Unsaved title' })
+    const modalSpy = jest.spyOn(modalService, 'open')
+    jest
+      .spyOn(documentService, 'runZoneOcr')
+      .mockReturnValue(of({ status: 'skipped', results: [] }))
+    const loadSpy = jest.spyOn(component as any, 'loadDocument')
+    const infoSpy = jest.spyOn(toastService, 'showInfo')
+
+    component.runZoneOcr()
+    modalSpy.mock.results[0].value.componentInstance.confirm()
+
+    expect(loadSpy).not.toHaveBeenCalled()
+    expect(component.documentForm.get('title').value).toBe('Unsaved title')
+    expect(component.zoneOcrRunning()).toBe(false)
+    expect(component.networkActive()).toBe(false)
+    expect(infoSpy).toHaveBeenCalledWith(
+      'No OCR template applies to this document.'
+    )
+  })
+
+  it('should show an error when zone OCR fails', () => {
+    component.document.set(doc)
+    jest
+      .spyOn(documentService, 'runZoneOcr')
+      .mockReturnValue(throwError(() => new Error('nope')))
+    const loadSpy = jest.spyOn(component as any, 'loadDocument')
+    const errorSpy = jest.spyOn(toastService, 'showError')
+
+    component.runZoneOcr()
+
+    expect(errorSpy).toHaveBeenCalledWith(
+      'Error running zone OCR.',
+      expect.any(Error)
+    )
+    expect(loadSpy).not.toHaveBeenCalled()
+    expect(component.zoneOcrRunning()).toBe(false)
+    expect(component.networkActive()).toBe(false)
+  })
+
   it('should change preview element by render type', () => {
     initNormally()
     component.document.update((document) => ({

src-ui/src/app/components/document-detail/document-detail.component.ts

@@ -64,10 +64,13 @@ import {
   FILTER_STORAGE_PATH,
 } from 'src/app/data/filter-rule-type'
 import { ObjectWithId } from 'src/app/data/object-with-id'
+import { OcrZoneRunResult } from 'src/app/data/ocr-template'
 import { StoragePath } from 'src/app/data/storage-path'
 import { Tag } from 'src/app/data/tag'
 import { SETTINGS_KEYS, SuggestionSource } from 'src/app/data/ui-settings'
 import { User } from 'src/app/data/user'
+import { Workflow } from 'src/app/data/workflow'
+import { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { DocumentTitlePipe } from 'src/app/pipes/document-title.pipe'
@@ -93,6 +96,7 @@ import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { TagService } from 'src/app/services/rest/tag.service'
 import { UserService } from 'src/app/services/rest/user.service'
+import { WorkflowService } from 'src/app/services/rest/workflow.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { TrashService } from 'src/app/services/trash.service'
@@ -104,6 +108,8 @@ import { DocumentDetailFieldID } from '../admin/settings/settings.component'
 import { ConfirmDialogComponent } from '../common/confirm-dialog/confirm-dialog.component'
 import { PasswordRemovalConfirmDialogComponent } from '../common/confirm-dialog/password-removal-confirm-dialog/password-removal-confirm-dialog.component'
 import { ReprocessConfirmDialogComponent } from '../common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component'
+import { RunWorkflowConfirmDialogComponent } from '../common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component'
+import { ZoneOcrConfirmDialogComponent } from '../common/confirm-dialog/zone-ocr-confirm-dialog/zone-ocr-confirm-dialog.component'
 import { CustomFieldsDropdownComponent } from '../common/custom-fields-dropdown/custom-fields-dropdown.component'
 import { CorrespondentEditDialogComponent } from '../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
 import { DocumentTypeEditDialogComponent } from '../common/edit-dialog/document-type-edit-dialog/document-type-edit-dialog.component'
@@ -233,6 +239,7 @@ export class DocumentDetailComponent
   private componentRouterService = inject(ComponentRouterService)
   private deviceDetectorService = inject(DeviceDetectorService)
   private savedViewService = inject(SavedViewService)
+  private readonly workflowService = inject(WorkflowService)
   private readonly websocketStatusService = inject(WebsocketStatusService)
   private readonly useNativePdfViewerSetting = this.settings.getSignal<boolean>(
     SETTINGS_KEYS.USE_NATIVE_PDF_VIEWER
@@ -266,6 +273,7 @@ export class DocumentDetailComponent
   readonly error = signal<any>(undefined)
 
   readonly networkActive = signal(false)
+  readonly zoneOcrRunning = signal(false)
 
   readonly documentId = signal<number>(undefined)
   readonly document = signal<Document>(undefined)
@@ -295,6 +303,7 @@ export class DocumentDetailComponent
   readonly correspondents = signal<Correspondent[]>(undefined)
   readonly documentTypes = signal<DocumentType[]>(undefined)
   readonly storagePaths = signal<StoragePath[]>(undefined)
+  readonly manualWorkflows = signal<Workflow[]>([])
 
   documentForm: FormGroup = new FormGroup({
     title: new FormControl(''),
@@ -543,7 +552,11 @@ export class DocumentDetailComponent
       )
   }
 
-  private loadDocument(documentId: number, forceRemote: boolean = false): void {
+  private loadDocument(
+    documentId: number,
+    forceRemote: boolean = false,
+    onComplete?: () => void
+  ): void {
     let redirectedToRoot = false
     this.closeIncomingUpdateModal()
     this.pendingIncomingUpdate = null
@@ -600,7 +613,8 @@ export class DocumentDetailComponent
         }),
         first(),
         takeUntil(this.unsubscribeNotifier),
-        takeUntil(this.docChangeNotifier)
+        takeUntil(this.docChangeNotifier),
+        finalize(() => onComplete?.())
       )
       .subscribe({
         next: (doc) => {
@@ -836,6 +850,20 @@ export class DocumentDetailComponent
         .pipe(first(), takeUntil(this.unsubscribeNotifier))
         .subscribe((result) => this.users.set(result.results))
     }
+    if (
+      this.permissionsService.currentUserCan(
+        PermissionAction.View,
+        PermissionType.Workflow
+      )
+    ) {
+      this.workflowService
+        .list(1, 100000, null, null, {
+          trigger_type: WorkflowTriggerType.Manual,
+          enabled: true,
+        })
+        .pipe(first(), takeUntil(this.unsubscribeNotifier))
+        .subscribe((result) => this.manualWorkflows.set(result.results))
+    }
 
     this.getCustomFields()
 
@@ -1334,6 +1362,7 @@ export class DocumentDetailComponent
   }
 
   save(close: boolean = false, savedCallback: () => void = null) {
+    if (this.zoneOcrRunning()) return
     this.networkActive.set(true)
     ;(document.activeElement as HTMLElement)?.dispatchEvent(new Event('change'))
     this.documentsService
@@ -1559,6 +1588,146 @@ export class DocumentDetailComponent
     })
   }
 
+  runWorkflow() {
+    const modal = this.modalService.open(RunWorkflowConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    modal.componentInstance.title = $localize`Run workflow`
+    modal.componentInstance.message = $localize`Run a workflow on "${this.document().title}".`
+    modal.componentInstance.btnCaption = $localize`Run`
+    modal.componentInstance.workflows = this.manualWorkflows()
+    modal.componentInstance.confirmClicked.subscribe(() => {
+      modal.componentInstance.buttonsEnabled.set(false)
+      this.documentsService
+        .bulkEdit({ documents: [this.document().id] }, 'run_workflow', {
+          workflow: modal.componentInstance.workflowId,
+          filter_documents: !modal.componentInstance.force,
+        })
+        .subscribe({
+          next: () => {
+            this.toastService.showInfo(
+              $localize`Workflow will run on "${this.document().title}" in the background.`
+            )
+            modal.close()
+          },
+          error: (error) => {
+            modal.componentInstance.buttonsEnabled.set(true)
+            this.toastService.showError(
+              $localize`Error executing operation`,
+              error
+            )
+          },
+        })
+    })
+  }
+
+  /** Runs every template that matches, confirming only over unsaved changes. */
+  runZoneOcr() {
+    if (this.networkActive()) return
+    const documentId = this.documentId()
+    const versionId = this.getSelectedNonLatestVersionId()
+    if (!this.hasLocalEdits(this.document())) {
+      this.executeZoneOcr(documentId, null, versionId)
+      return
+    }
+    const modal = this.modalService.open(ConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    modal.componentInstance.title = $localize`Run Zone OCR`
+    modal.componentInstance.messageBold = $localize`You have unsaved changes.`
+    modal.componentInstance.message = $localize`Running Zone OCR will discard them.`
+    modal.componentInstance.btnClass = 'btn-warning'
+    modal.componentInstance.btnCaption = $localize`Run Zone OCR`
+    modal.componentInstance.confirmClicked
+      .pipe(first(), takeUntil(this.unsubscribeNotifier))
+      .subscribe(() => {
+        modal.close()
+        if (this.documentId() === documentId && !this.networkActive()) {
+          this.executeZoneOcr(documentId, null, versionId)
+        }
+      })
+  }
+
+  /** Opens the dialog to pick which template to run. */
+  runZoneOcrWithOptions() {
+    if (this.networkActive()) return
+    const documentId = this.documentId()
+    const versionId = this.getSelectedNonLatestVersionId()
+    const modal = this.modalService.open(ZoneOcrConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    const dialog = modal.componentInstance as ZoneOcrConfirmDialogComponent
+    dialog.title = $localize`Run Zone OCR`
+    dialog.btnCaption = $localize`Run Zone OCR`
+    if (this.hasLocalEdits(this.document())) {
+      dialog.messageBold = $localize`You have unsaved changes.`
+      dialog.message = $localize`Running Zone OCR will discard them.`
+      dialog.btnClass = 'btn-warning'
+    } else {
+      dialog.message = $localize`Fields filled by the template will be overwritten.`
+    }
+    dialog.confirmClicked
+      .pipe(first(), takeUntil(this.unsubscribeNotifier))
+      .subscribe(() => {
+        modal.close()
+        if (this.documentId() === documentId && !this.networkActive()) {
+          this.executeZoneOcr(documentId, dialog.template, versionId)
+        }
+      })
+  }
+
+  private executeZoneOcr(
+    documentId: number,
+    templateId: number | null,
+    versionId: number | null
+  ) {
+    this.zoneOcrRunning.set(true)
+    this.networkActive.set(true)
+    this.documentsService
+      .runZoneOcr(documentId, templateId, versionId)
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe({
+        next: (response) => {
+          if (
+            this.documentId() !== documentId ||
+            response.status === 'skipped'
+          ) {
+            this.finishZoneOcr()
+            if (response.status === 'skipped') {
+              this.toastService.showInfo(
+                $localize`No OCR template applies to this document.`
+              )
+            }
+            return
+          }
+          this.toastService.showInfo(this.zoneOcrSummary(response.results))
+          this.docChangeNotifier.next(documentId)
+          this.loadDocument(documentId, true, () => this.finishZoneOcr())
+        },
+        error: (error) => {
+          this.finishZoneOcr()
+          this.toastService.showError($localize`Error running zone OCR.`, error)
+        },
+      })
+  }
+
+  private zoneOcrSummary(results: OcrZoneRunResult[]): string {
+    if (!results.length) return $localize`Zone OCR found no fields to fill.`
+    const missed = results
+      .filter((result) => !`${result.value ?? ''}`.trim())
+      .map((result) => result.zone)
+    const filled = results.length - missed.length
+    return missed.length
+      ? $localize`Filled ${filled} of ${results.length} fields. No value found for: ${missed.join(', ')}`
+      : $localize`Filled ${filled} of ${results.length} fields.`
+  }
+
+  private finishZoneOcr() {
+    this.zoneOcrRunning.set(false)
+    this.networkActive.set(false)
+    this.flushPendingIncomingUpdate()
+  }
+
   private getSelectedNonLatestVersionId(): number | null {
     const versions = this.document()?.versions ?? []
     if (!versions.length || !this.selectedVersionId()) {

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.html

@@ -98,6 +98,16 @@
           <button ngbDropdownItem (click)="mergeSelectedAsVersions()" [disabled]="!userOwnsAll || !userCanEditAll || !userCanDelete || list.allSelected || list.selectedCount < 2">
             <pngx-bs-icon name="journal-bookmark-fill" class="me-2"></pngx-bs-icon><ng-container i18n>Merge as versions</ng-container>
           </button>
+          @if (manualWorkflows.length > 0) {
+            <button ngbDropdownItem (click)="runWorkflowSelected()" [disabled]="!canRunWorkflow">
+              <pngx-bs-icon name="play-circle" class="me-2"></pngx-bs-icon><ng-container i18n>Run workflow</ng-container>
+            </button>
+          }
+          @if (permissionService.currentUserCan(PermissionAction.View, PermissionType.OcrTemplate)) {
+            <button ngbDropdownItem (click)="runZoneOcrSelected()" [disabled]="!userCanEditAll">
+              <pngx-bs-icon name="bounding-box-circles" class="me-2"></pngx-bs-icon><ng-container i18n>Run Zone OCR</ng-container>
+            </button>
+          }
         </div>
       </div>
     </div>

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.spec.ts

@@ -17,6 +17,7 @@ import { FILTER_TITLE } from 'src/app/data/filter-rule-type'
 import { Results } from 'src/app/data/results'
 import { StoragePath } from 'src/app/data/storage-path'
 import { Tag } from 'src/app/data/tag'
+import { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
 import { FilterPipe } from 'src/app/pipes/filter.pipe'
 import { DocumentListViewService } from 'src/app/services/document-list-view.service'
 import {
@@ -36,6 +37,7 @@ import { ShareLinkBundleService } from 'src/app/services/rest/share-link-bundle.
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { TagService } from 'src/app/services/rest/tag.service'
 import { UserService } from 'src/app/services/rest/user.service'
+import { WorkflowService } from 'src/app/services/rest/workflow.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { TrashService } from 'src/app/services/trash.service'
@@ -83,6 +85,7 @@ describe('BulkEditorComponent', () => {
   let customFieldsService: CustomFieldsService
   let httpTestingController: HttpTestingController
   let shareLinkBundleService: ShareLinkBundleService
+  let workflowService: WorkflowService
   let router: Router
 
   beforeEach(async () => {
@@ -173,6 +176,22 @@ describe('BulkEditorComponent', () => {
             delete: jest.fn(),
           },
         },
+        {
+          provide: WorkflowService,
+          useValue: {
+            list: jest.fn(() =>
+              of({
+                results: [
+                  {
+                    id: 5,
+                    name: 'Manual workflow',
+                    triggers: [{ type: WorkflowTriggerType.Manual }],
+                  },
+                ],
+              })
+            ),
+          },
+        },
         {
           provide: Router,
           useValue: { navigate: jest.fn().mockResolvedValue(true) },
@@ -195,6 +214,7 @@ describe('BulkEditorComponent', () => {
     customFieldsService = TestBed.inject(CustomFieldsService)
     httpTestingController = TestBed.inject(HttpTestingController)
     shareLinkBundleService = TestBed.inject(ShareLinkBundleService)
+    workflowService = TestBed.inject(WorkflowService)
     router = TestBed.inject(Router)
 
     fixture = TestBed.createComponent(BulkEditorComponent)
@@ -559,18 +579,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'modify_tags',
       parameters: { add_tags: [101], remove_tags: [] },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify tags bulk operation for all filtered documents', () => {
@@ -607,17 +628,18 @@ describe('BulkEditorComponent', () => {
     const req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       all: true,
       filters: { title_search: 'apple' },
       excluded_documents: [4],
       method: 'modify_tags',
       parameters: { add_tags: [101], remove_tags: [] },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
+    )
   })
 
   it('should execute modify tags bulk operation with confirmation dialog if enabled', () => {
@@ -644,6 +666,51 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
+    httpTestingController.expectNone(
+      `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
+    )
+    httpTestingController.expectNone(
+      `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
+    )
+  })
+
+  it('should load manual workflows on init', () => {
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    fixture.detectChanges()
+    expect(workflowService.list).toHaveBeenCalledWith(1, 100000, null, null, {
+      trigger_type: WorkflowTriggerType.Manual,
+      enabled: true,
+    })
+    expect(component.manualWorkflows).toHaveLength(1)
+    expect(component.manualWorkflows[0].id).toEqual(5)
+  })
+
+  it('should run a workflow on the selection via the run workflow dialog', () => {
+    let modal: NgbModalRef
+    modalService.activeInstances.subscribe((m) => (modal = m[0]))
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    jest
+      .spyOn(documentListViewService, 'documents', 'get')
+      .mockReturnValue([{ id: 3 }, { id: 4 }])
+    jest
+      .spyOn(documentListViewService, 'selected', 'get')
+      .mockReturnValue(new Set([3, 4]))
+    fixture.detectChanges()
+    component.runWorkflowSelected()
+    expect(modal).not.toBeUndefined()
+    expect(modal.componentInstance.workflows).toEqual(component.manualWorkflows)
+    modal.componentInstance.workflowId = 5
+    modal.componentInstance.force = true
+    modal.componentInstance.confirm()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}documents/bulk_edit/`
+    )
+    expect(req.request.body.method).toEqual('run_workflow')
+    expect(req.request.body.parameters).toEqual({
+      workflow: 5,
+      filter_documents: false,
+    })
+    req.flush(true)
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
     ) // list reload
@@ -729,18 +796,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'set_correspondent',
       parameters: { correspondent: 101 },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify correspondent bulk operation with confirmation dialog if enabled', () => {
@@ -767,12 +835,12 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should set modal dialog text accordingly for correspondent edit confirmation', () => {
@@ -827,18 +895,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'set_document_type',
       parameters: { document_type: 101 },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify document type bulk operation with confirmation dialog if enabled', () => {
@@ -865,12 +934,12 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should set modal dialog text accordingly for document type edit confirmation', () => {
@@ -925,18 +994,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'set_storage_path',
       parameters: { storage_path: 101 },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify storage path bulk operation with confirmation dialog if enabled', () => {
@@ -963,12 +1033,12 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should set modal dialog text accordingly for storage path edit confirmation', () => {
@@ -1023,18 +1093,19 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'modify_custom_fields',
       parameters: { add_custom_fields: [101], remove_custom_fields: [102] },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should execute modify custom fields bulk operation with confirmation dialog if enabled', () => {
@@ -1061,12 +1132,12 @@ describe('BulkEditorComponent', () => {
     httpTestingController
       .expectOne(`${environment.apiBaseUrl}documents/bulk_edit/`)
       .flush(true)
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
 
     // coverage for modal messages
     component.setCustomFields({
@@ -1285,6 +1356,53 @@ describe('BulkEditorComponent', () => {
     ) // listAllFilteredIds
   })
 
+  it('should support run zone ocr', () => {
+    let modal: NgbModalRef
+    modalService.activeInstances.subscribe((m) => (modal = m[0]))
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    jest
+      .spyOn(documentListViewService, 'documents', 'get')
+      .mockReturnValue([{ id: 3 }, { id: 4 }])
+    jest
+      .spyOn(documentListViewService, 'selected', 'get')
+      .mockReturnValue(new Set([3, 4]))
+    jest
+      .spyOn(permissionsService, 'currentUserHasObjectPermissions')
+      .mockReturnValue(true)
+    fixture.detectChanges()
+    component.runZoneOcrSelected()
+    expect(modal).not.toBeUndefined()
+    modal.componentInstance.confirm()
+    let req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}documents/run_zone_ocr/`
+    )
+    req.flush(true)
+    expect(req.request.body).toEqual({
+      documents: [3, 4],
+    })
+
+    component.runZoneOcrSelected()
+    modal.componentInstance.template = 3
+    modal.componentInstance.confirm()
+    req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}documents/run_zone_ocr/`
+    )
+    req.flush(true)
+    expect(req.request.body).toEqual({
+      documents: [3, 4],
+      template: 3,
+    })
+    httpTestingController.match(
+      `${environment.apiBaseUrl}ocr_templates/?page=1&page_size=100000`
+    ) // template list
+    httpTestingController.match(
+      `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
+    ) // list reload
+    httpTestingController.match(
+      `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
+    ) // listAllFilteredIds
+  })
+
   it('should support rotate', () => {
     let modal: NgbModalRef
     modalService.activeInstances.subscribe((m) => (modal = m[0]))
@@ -1540,6 +1658,47 @@ describe('BulkEditorComponent', () => {
     )
   })
 
+  it.each([true, false])(
+    'shows queued feedback and gates the task link on permission (%s)',
+    (canViewTasks) => {
+      jest
+        .spyOn(permissionsService, 'currentUserCan')
+        .mockReturnValue(canViewTasks)
+      const queued = jest.spyOn(toastService, 'show')
+      let modal: NgbModalRef
+      modalService.activeInstances.subscribe((instances) => {
+        if (instances.length) modal = instances[0]
+      })
+      const reload = jest.spyOn(documentListViewService, 'reload')
+      component.setPermissions()
+      const close = jest.spyOn(modal, 'close')
+      modal.componentInstance.confirmClicked.emit({
+        permissions: {},
+        merge: true,
+      })
+      const req = httpTestingController.expectOne(
+        `${environment.apiBaseUrl}documents/bulk_edit/`
+      )
+      req.flush({ result: 'OK', task_id: 'queued-operation' })
+      expect(close).toHaveBeenCalledTimes(1)
+      const notification = queued.mock.calls.at(-1)[0]
+      expect(notification.content).toBe('Bulk operation queued.')
+      if (canViewTasks) {
+        expect(notification.actionName).toBe('View task')
+        notification.action()
+        expect(router.navigate).toHaveBeenCalledWith(['/tasks'], {
+          queryParams: { task_id: 'queued-operation' },
+        })
+      } else {
+        expect(notification.action).toBeUndefined()
+        expect(notification.actionName).toBeUndefined()
+      }
+      expect(reload).not.toHaveBeenCalled()
+      expect(documentListViewService.selected.size).toBe(0)
+      expect(documentListViewService.allSelected).toBe(false)
+    }
+  )
+
   it('should support bulk permissions update', () => {
     let modal: NgbModalRef
     modalService.activeInstances.subscribe((m) => (modal = m[0]))
@@ -1572,8 +1731,9 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/bulk_edit/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'queued-task' })
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: [3, 4],
       method: 'set_permissions',
       parameters: {
@@ -1581,12 +1741,12 @@ describe('BulkEditorComponent', () => {
         merge: true,
       },
     })
-    httpTestingController.match(
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should not attempt to retrieve objects if user does not have permissions', () => {
@@ -1887,15 +2047,18 @@ describe('BulkEditorComponent', () => {
     expect(toastServiceShowErrorSpy).toHaveBeenCalled()
     expect(listReloadSpy).not.toHaveBeenCalled()
 
-    modal.componentInstance.succeeded.emit()
-    expect(toastServiceShowInfoSpy).toHaveBeenCalled()
-    expect(listReloadSpy).toHaveBeenCalled()
-    httpTestingController.match(
+    modal.componentInstance.succeeded.emit({
+      result: 'OK',
+      task_id: 'custom-fields-task',
+    })
+    expect(toastServiceShowInfoSpy).not.toHaveBeenCalled()
+    expect(listReloadSpy).not.toHaveBeenCalled()
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
-    ) // list reload
-    httpTestingController.match(
+    )
+    httpTestingController.expectNone(
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
-    ) // listAllFilteredIds
+    )
   })
 
   it('should create share link bundle and enable manage callback', () => {

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.ts

@@ -34,6 +34,7 @@ import { CustomField } from 'src/app/data/custom-field'
 import { MatchingModel } from 'src/app/data/matching-model'
 import { SelectionDataItem } from 'src/app/data/results'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { Workflow } from 'src/app/data/workflow'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { DocumentListViewService } from 'src/app/services/document-list-view.service'
 import { OpenDocumentsService } from 'src/app/services/open-documents.service'
@@ -53,6 +54,7 @@ import {
 } from 'src/app/services/rest/document.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { ShareLinkBundleService } from 'src/app/services/rest/share-link-bundle.service'
+import { WorkflowService } from 'src/app/services/rest/workflow.service'
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { TagService } from 'src/app/services/rest/tag.service'
 import { SettingsService } from 'src/app/services/settings.service'
@@ -64,6 +66,8 @@ import { MergeAsVersionsConfirmDialogComponent } from '../../common/confirm-dial
 import { MergeConfirmDialogComponent } from '../../common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component'
 import { ReprocessConfirmDialogComponent } from '../../common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component'
 import { RotateConfirmDialogComponent } from '../../common/confirm-dialog/rotate-confirm-dialog/rotate-confirm-dialog.component'
+import { RunWorkflowConfirmDialogComponent } from '../../common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component'
+import { ZoneOcrConfirmDialogComponent } from '../../common/confirm-dialog/zone-ocr-confirm-dialog/zone-ocr-confirm-dialog.component'
 import { CorrespondentEditDialogComponent } from '../../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
 import { CustomFieldEditDialogComponent } from '../../common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
 import { DocumentTypeEditDialogComponent } from '../../common/edit-dialog/document-type-edit-dialog/document-type-edit-dialog.component'
@@ -81,6 +85,7 @@ import { PermissionsDialogComponent } from '../../common/permissions-dialog/perm
 import { ShareLinkBundleDialogComponent } from '../../common/share-link-bundle-dialog/share-link-bundle-dialog.component'
 import { ComponentWithPermissions } from '../../with-permissions/with-permissions.component'
 import { CustomFieldsBulkEditDialogComponent } from './custom-fields-bulk-edit-dialog/custom-fields-bulk-edit-dialog.component'
+import { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
 
 @Component({
   selector: 'pngx-bulk-editor',
@@ -104,18 +109,21 @@ export class BulkEditorComponent
   private correspondentService = inject(CorrespondentService)
   list = inject(DocumentListViewService)
   private documentService = inject(DocumentService)
+  private trashService = inject(TrashService)
   private modalService = inject(NgbModal)
   private openDocumentService = inject(OpenDocumentsService)
   private settings = inject(SettingsService)
   private toastService = inject(ToastService)
-  private trashService = inject(TrashService)
   private storagePathService = inject(StoragePathService)
   private customFieldService = inject(CustomFieldsService)
   public readonly permissionService = inject(PermissionsService)
   private savedViewService = inject(SavedViewService)
   private readonly shareLinkBundleService = inject(ShareLinkBundleService)
+  private readonly workflowService = inject(WorkflowService)
   private readonly router = inject(Router)
 
+  public manualWorkflows: Workflow[] = []
+
   tagSelectionModel = new FilterableDropdownSelectionModel(true)
   correspondentSelectionModel = new FilterableDropdownSelectionModel()
   documentTypeSelectionModel = new FilterableDropdownSelectionModel()
@@ -258,6 +266,20 @@ export class BulkEditorComponent
           (result) => (this.customFieldsSelectionModel.items = result.results)
         )
     }
+    if (
+      this.permissionService.currentUserCan(
+        PermissionAction.View,
+        PermissionType.Workflow
+      )
+    ) {
+      this.workflowService
+        .list(1, 100000, null, null, {
+          trigger_type: WorkflowTriggerType.Manual,
+          enabled: true,
+        })
+        .pipe(first())
+        .subscribe((result) => (this.manualWorkflows = result.results))
+    }
 
     this.downloadForm
       .get('downloadFileTypeArchive')
@@ -286,6 +308,28 @@ export class BulkEditorComponent
     this.unsubscribeNotifier.complete()
   }
 
+  get canRunWorkflow(): boolean {
+    return this.userCanEditAll && this.manualWorkflows.length > 0
+  }
+
+  runWorkflowSelected() {
+    const modal = this.modalService.open(RunWorkflowConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    modal.componentInstance.title = $localize`Run workflow`
+    modal.componentInstance.message = $localize`Run a workflow on ${this.getSelectionSize()} selected document(s).`
+    modal.componentInstance.btnCaption = $localize`Run`
+    modal.componentInstance.workflows = this.manualWorkflows
+    modal.componentInstance.confirmClicked
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe(() => {
+        this.executeBulkEditMethod(modal, 'run_workflow', {
+          workflow: modal.componentInstance.workflowId,
+          filter_documents: !modal.componentInstance.force,
+        })
+      })
+  }
+
   private executeBulkEditMethod(
     modal: NgbModalRef,
     method: DocumentBulkEditMethod,
@@ -299,11 +343,33 @@ export class BulkEditorComponent
       .bulkEdit(overrideSelection ?? this.getSelectionQuery(), method, args)
       .pipe(first())
       .subscribe({
-        next: () => this.handleOperationSuccess(modal),
+        next: ({ task_id }) => this.handleOperationQueued(modal, task_id),
         error: (error) => this.handleOperationError(modal, error),
       })
   }
 
+  private handleOperationQueued(modal: NgbModalRef, taskId: string) {
+    modal?.close()
+    this.list.selectNone()
+    const canViewTasks = this.permissionService.currentUserCan(
+      PermissionAction.View,
+      PermissionType.PaperlessTask
+    )
+    this.toastService.show({
+      content: $localize`Bulk operation queued.`,
+      delay: 5000,
+      ...(canViewTasks
+        ? {
+            actionName: $localize`View task`,
+            action: () =>
+              this.router.navigate(['/tasks'], {
+                queryParams: { task_id: taskId },
+              }),
+          }
+        : {}),
+    })
+  }
+
   private executeDocumentAction(
     modal: NgbModalRef,
     request: Observable<any>,
@@ -966,6 +1032,30 @@ export class BulkEditorComponent
       })
   }
 
+  runZoneOcrSelected() {
+    const modal = this.modalService.open(ZoneOcrConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    const dialog = modal.componentInstance as ZoneOcrConfirmDialogComponent
+    dialog.title = $localize`Run zone OCR confirm`
+    dialog.messageBold = $localize`This operation will run zone OCR on ${this.getSelectionSize()} selected document(s).`
+    dialog.message = $localize`Fields filled by the template will be overwritten.`
+    dialog.btnClass = 'btn-warning'
+    dialog.btnCaption = $localize`Proceed`
+    dialog.confirmClicked
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe(() => {
+        dialog.buttonsEnabled.set(false)
+        this.executeDocumentAction(
+          modal,
+          this.documentService.runZoneOcrDocuments(
+            this.getSelectionQuery(),
+            dialog.template
+          )
+        )
+      })
+  }
+
   setPermissions() {
     let modal = this.modalService.open(PermissionsDialogComponent, {
       backdrop: 'static',
@@ -1088,14 +1178,9 @@ export class BulkEditorComponent
 
     dialog.selection = this.getSelectionQuery()
     dialog.selectionCount = this.getSelectionSize()
-    dialog.succeeded.subscribe((result) => {
-      this.toastService.showSuccess($localize`Custom fields updated.`)
-      this.list.reload()
-      this.list.reduceSelectionToFilter()
-      this.list.selected.forEach((id) => {
-        this.openDocumentService.refreshDocument(id)
-      })
-    })
+    dialog.succeeded.subscribe(({ task_id }) =>
+      this.handleOperationQueued(null, task_id)
+    )
     dialog.failed.subscribe((error) => {
       this.toastService.showError(
         $localize`Error updating custom fields.`,

src-ui/src/app/components/document-list/bulk-editor/custom-fields-bulk-edit-dialog/custom-fields-bulk-edit-dialog.component.spec.ts

@@ -59,7 +59,7 @@ describe('CustomFieldsBulkEditDialogComponent', () => {
   it('should emit succeeded event and close modal on successful save', () => {
     const editSpy = jest
       .spyOn(documentService, 'bulkEdit')
-      .mockReturnValue(of('Success'))
+      .mockReturnValue(of({ result: 'OK', task_id: 'custom-fields-task' }))
     const successSpy = jest.spyOn(component.succeeded, 'emit')
 
     component.selection = [1, 2]

src-ui/src/app/components/document-list/bulk-editor/custom-fields-bulk-edit-dialog/custom-fields-bulk-edit-dialog.component.ts

@@ -16,6 +16,7 @@ import { NumberComponent } from 'src/app/components/common/input/number/number.c
 import { SelectComponent } from 'src/app/components/common/input/select/select.component'
 import { TextComponent } from 'src/app/components/common/input/text/text.component'
 import { UrlComponent } from 'src/app/components/common/input/url/url.component'
+import { BulkOperationResponse } from 'src/app/data/bulk-operation'
 import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
 import {
   DocumentSelectionQuery,
@@ -49,7 +50,7 @@ export class CustomFieldsBulkEditDialogComponent {
   CustomFieldDataType = CustomFieldDataType
 
   @Output()
-  succeeded = new EventEmitter()
+  succeeded = new EventEmitter<BulkOperationResponse>()
 
   @Output()
   failed = new EventEmitter()
@@ -103,6 +104,8 @@ export class CustomFieldsBulkEditDialogComponent {
   }
 
   public save() {
+    if (this.networkActive) return
+    this.networkActive = true
     this.documentService
       .bulkEdit(this.selection, 'modify_custom_fields', {
         add_custom_fields: this.form.value,
@@ -110,11 +113,12 @@ export class CustomFieldsBulkEditDialogComponent {
       })
       .pipe(first())
       .subscribe({
-        next: () => {
+        next: (response) => {
           this.activeModal.close()
-          this.succeeded.emit()
+          this.succeeded.emit(response)
         },
         error: (error) => {
+          this.networkActive = false
           this.failed.emit(error)
         },
       })

src-ui/src/app/components/document-notes/document-notes.component.html

@@ -2,26 +2,47 @@
   <div>
     <form [formGroup]="noteForm" class="needs-validation mt-3" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.Note }" novalidate>
       <div class="form-group">
-        <textarea class="form-control form-control-sm" [class.is-invalid]="newNoteError" rows="3" formControlName="newNote" placeholder="Enter note" i18n-placeholder (keydown)="noteFormKeydown($event)" required></textarea>
-        <div class="invalid-feedback" i18n>
-                Please enter a note.
-            </div>
+        <textarea class="form-control form-control-sm" [class.is-invalid]="newNoteError" [class.d-none]="noteView() !== NoteViewMode.Edit" [attr.aria-invalid]="newNoteError" aria-label="Note" i18n-aria-label aria-describedby="noteFeedback" rows="3" formControlName="newNote" placeholder="Enter note (Markdown is supported)" i18n-placeholder (keydown)="noteFormKeydown($event)" required></textarea>
+        @if (noteView() === NoteViewMode.Preview) {
+          <section class="form-control form-control-sm note-preview" aria-label="Note preview" i18n-aria-label>
+            @if (noteForm.get('newNote').value) {
+              <div class="note-markdown text-break text-wrap" [innerHTML]="noteForm.get('newNote').value | markdown"></div>
+            } @else {
+              <span class="text-muted" i18n>Nothing to preview</span>
+            }
+          </section>
+        }
+        <div id="noteFeedback" class="invalid-feedback" i18n>
+          Please enter a note.
+        </div>
       </div>
-      <div class="form-group mt-2 d-flex justify-content-end align-items-center">
+      <div class="form-group mt-2 d-flex justify-content-between align-items-center">
         @if (networkActive()) {
           <div class="spinner-border spinner-border-sm fw-normal me-auto" role="status"></div>
         }
+        <fieldset class="btn-group btn-group-sm" aria-label="Note input mode" i18n-aria-label>
+          <input type="radio" class="btn-check" id="noteViewEdit" name="noteViewMode" [checked]="noteView() === NoteViewMode.Edit" (change)="noteView.set(NoteViewMode.Edit)">
+          <label class="btn btn-outline-secondary" for="noteViewEdit" i18n>Edit</label>
+          <input type="radio" class="btn-check" id="noteViewPreview" name="noteViewMode" [checked]="noteView() === NoteViewMode.Preview" (change)="noteView.set(NoteViewMode.Preview)">
+          <label class="btn btn-outline-secondary" for="noteViewPreview" i18n>Preview</label>
+        </fieldset>
         <button type="button" class="btn btn-primary btn-sm" [disabled]="networkActive() || addDisabled()" (click)="addNote()" i18n>Add note</button>
       </div>
     </form>
     <hr>
-      @for (note of notes(); track note) {
+      @for (note of notes(); track note.id) {
         <div class="card border mb-3">
           <div class="card-body text-dark">
-            <p class="card-text">{{note.note}}</p>
+            @if (note.format === NoteFormat.Markdown) {
+              <div class="card-text note-markdown text-break text-wrap" [innerHTML]="note.note | markdown"></div>
+            } @else {
+              <p class="card-text">{{note.note}}</p>
+            }
           </div>
           <div class="d-flex card-footer small bg-light text-primary justify-content-between align-items-center">
-            <span>{{displayName(note)}} - {{ note.created | customDate}}</span>
+            <span>
+              {{displayName(note)}} - {{ note.created | customDate}}
+            </span>
             <button type="button" class="btn btn-link btn-sm p-0 fade" title="Delete note" i18n-title (click)="deleteNote(note.id)" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Note }">
               <pngx-bs-icon name="trash"></pngx-bs-icon>
               <span class="visually-hidden" i18n>Delete note</span>

src-ui/src/app/components/document-notes/document-notes.component.scss

@@ -5,3 +5,42 @@
 .card:hover .fade {
     opacity: 1;
 }
+
+.note-preview {
+  min-height: calc(1.5em * 3 + 0.5rem + var(--bs-border-width) * 2); // textfield height with 3 rows
+}
+
+.note-markdown ::ng-deep {
+  h1, h2, h3, h4, h5, h6 {
+    font-size: 1em;
+    font-weight: bold;
+  }
+
+  table {
+    margin-bottom: 1rem;
+    display: block;
+    overflow-x: auto;
+    white-space: nowrap;
+  }
+
+  th, td {
+    padding: 0.15rem 0.4rem;
+    border: 1px solid var(--bs-border-color);
+  }
+
+  pre {
+    padding: 0.5rem;
+    background-color: var(--bs-tertiary-bg);
+    border-radius: var(--bs-border-radius);
+  }
+
+  blockquote {
+    padding-left: 0.75rem;
+    border-left: 0.25rem solid var(--bs-border-color);
+    color: var(--bs-secondary-color);
+  }
+
+  > :last-child {
+    margin-bottom: 0;
+  }
+}

src-ui/src/app/components/document-notes/document-notes.component.spec.ts

@@ -5,7 +5,7 @@ import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { By } from '@angular/platform-browser'
 import { of, throwError } from 'rxjs'
-import { DocumentNote } from 'src/app/data/document-note'
+import { DocumentNote, NoteFormat } from 'src/app/data/document-note'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { PermissionsService } from 'src/app/services/permissions.service'
@@ -129,6 +129,66 @@ describe('DocumentNotesComponent', () => {
     expect(fixture.debugElement.nativeElement.textContent).toContain('user3')
   })
 
+  it('should render notes according to their format', () => {
+    component.notes.set([
+      { id: 31, note: '**x**', format: NoteFormat.Markdown },
+      {
+        id: 32,
+        note: '<script>alert(1)</script>',
+        format: NoteFormat.Markdown,
+      },
+      { id: 33, note: '**x**', format: NoteFormat.Plain },
+    ])
+    fixture.detectChanges()
+
+    const noteCards = fixture.debugElement.queryAll(By.css('.card-text'))
+    expect(noteCards[0].query(By.css('strong')).nativeElement.textContent).toBe(
+      'x'
+    )
+    expect(noteCards[1].query(By.css('script'))).toBeNull()
+    expect(noteCards[2].query(By.css('strong'))).toBeNull()
+    expect(noteCards[2].nativeElement.textContent).toBe('**x**')
+  })
+
+  it('should toggle between edit and preview', () => {
+    const radios = fixture.debugElement.queryAll(
+      By.css('.btn-group input[type="radio"]')
+    )
+    radios[1].triggerEventHandler('change')
+    fixture.detectChanges()
+    expect(
+      fixture.debugElement.query(By.css('.note-preview')).nativeElement
+        .textContent
+    ).toContain('Nothing to preview')
+
+    component.noteForm.get('newNote').setValue('**bold**')
+    fixture.detectChanges()
+    expect(
+      fixture.debugElement.query(By.css('.note-preview strong'))
+    ).not.toBeNull()
+    expect(
+      fixture.debugElement.query(By.css('textarea')).nativeElement.classList
+    ).toContain('d-none')
+
+    radios[0].triggerEventHandler('change')
+    fixture.detectChanges()
+    expect(fixture.debugElement.query(By.css('.note-preview'))).toBeNull()
+    expect(
+      fixture.debugElement.query(By.css('textarea')).nativeElement.classList
+    ).not.toContain('d-none')
+  })
+
+  it('should return to edit mode after saving', () => {
+    component.documentId.set(12)
+    component.noteForm.get('newNote').setValue('Preview note')
+    fixture.debugElement
+      .queryAll(By.css('.btn-group input[type="radio"]'))[1]
+      .triggerEventHandler('change')
+    jest.spyOn(notesService, 'addNote').mockReturnValueOnce(of(notes))
+    component.addNote()
+    expect(component.noteView()).toBe('edit')
+  })
+
   it('should handle note user display in all situations', () => {
     expect(
       component.displayName({
@@ -161,7 +221,7 @@ describe('DocumentNotesComponent', () => {
     const addSpy = jest.spyOn(notesService, 'addNote')
     addSpy.mockReturnValueOnce(throwError(() => new Error('error saving note')))
     const toastsSpy = jest.spyOn(toastService, 'showError')
-    const addButton = fixture.debugElement.query(By.css('button'))
+    const addButton = fixture.debugElement.query(By.css('.btn-primary'))
     addButton.triggerEventHandler('click')
     expect(addSpy).toHaveBeenCalledWith(12, note)
     expect(toastsSpy).toHaveBeenCalled()
@@ -190,7 +250,9 @@ describe('DocumentNotesComponent', () => {
     component.documentId.set(12)
     component.notes.set(notes)
     fixture.detectChanges()
-    const deleteButton = fixture.debugElement.queryAll(By.css('button'))[1] // 0 is add button
+    const deleteButton = fixture.debugElement.query(
+      By.css('.card-footer button')
+    )
     const deleteSpy = jest.spyOn(notesService, 'deleteNote')
     const toastsSpy = jest.spyOn(toastService, 'showError')
     deleteSpy.mockReturnValueOnce(

src-ui/src/app/components/document-notes/document-notes.component.ts

@@ -14,15 +14,21 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
-import { DocumentNote } from 'src/app/data/document-note'
+import { DocumentNote, NoteFormat } from 'src/app/data/document-note'
 import { User } from 'src/app/data/user'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
+import { MarkdownPipe } from 'src/app/pipes/markdown.pipe'
 import { DocumentNotesService } from 'src/app/services/rest/document-notes.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { ComponentWithPermissions } from '../with-permissions/with-permissions.component'
 
+enum NoteViewMode {
+  Edit = 'edit',
+  Preview = 'preview',
+}
+
 @Component({
   selector: 'pngx-document-notes',
   templateUrl: './document-notes.component.html',
@@ -30,6 +36,7 @@ import { ComponentWithPermissions } from '../with-permissions/with-permissions.c
   imports: [
     IfPermissionsDirective,
     CustomDatePipe,
+    MarkdownPipe,
     FormsModule,
     ReactiveFormsModule,
     BootstrapIconComponent,
@@ -43,6 +50,9 @@ export class DocumentNotesComponent extends ComponentWithPermissions {
   readonly notes = model<DocumentNote[]>([])
   readonly addDisabled = input(false)
   readonly networkActive = signal(false)
+  protected readonly NoteViewMode = NoteViewMode
+  protected readonly NoteFormat = NoteFormat
+  protected readonly noteView = signal<NoteViewMode>(NoteViewMode.Edit)
 
   noteForm: FormGroup = new FormGroup({
     newNote: new FormControl(''),
@@ -75,6 +85,7 @@ export class DocumentNotesComponent extends ComponentWithPermissions {
       next: (result) => {
         this.notes.set(result)
         this.noteForm.get('newNote').reset()
+        this.noteView.set(NoteViewMode.Edit)
         this.networkActive.set(false)
         this.updated.emit(this.notes())
       },

src-ui/src/app/components/manage/ocr-templates/ocr-template-editor/ocr-template-editor-zone-list/ocr-template-editor-zone-list.component.html

@@ -0,0 +1,36 @@
+@if (zones.length === 0) {
+  <p class="text-muted" i18n>No zones yet. Drag anywhere on the sample document to create one.</p>
+} @else {
+  <div class="list-group">
+    @for (zone of zones; track $index; let i = $index) {
+      <div class="list-group-item list-group-item-action d-flex align-items-center gap-3 position-relative">
+        <span class="p-2 rounded flex-shrink-0" [style.background-color]="zoneColor(i)" aria-hidden="true"></span>
+        <div class="flex-grow-1 text-truncate">
+          <button type="button" class="btn btn-link p-0 fw-semibold text-reset text-decoration-none text-truncate mw-100 stretched-link" (click)="zoneSelected.emit(i)">{{ zone.name }}</button>
+          @if (!hasField(zone)) {
+            <div class="small text-warning text-truncate">
+              <pngx-bs-icon name="exclamation-triangle" class="me-1" aria-hidden="true"></pngx-bs-icon><span i18n>No field selected</span>
+            </div>
+          } @else {
+            <div class="small text-muted text-truncate">
+              {{ getZoneTargetName(zone) }}
+              @if (isCombined(zone)) {
+                <pngx-bs-icon name="braces" class="ms-1" title="Combined with other zones" i18n-title></pngx-bs-icon>
+              }
+            </div>
+          }
+        </div>
+        <small class="text-muted text-nowrap">
+          @if (zone.page === -1) {
+            <ng-container i18n>Last page</ng-container>
+          } @else {
+            <ng-container i18n>Page {{ zone.page ?? 1 }}</ng-container>
+          }
+        </small>
+        <button type="button" class="btn btn-sm btn-link text-danger position-relative z-2" (click)="zoneRemoved.emit(i)" title="Delete zone" i18n-title aria-label="Delete zone" i18n-aria-label>
+          <pngx-bs-icon name="trash"></pngx-bs-icon>
+        </button>
+      </div>
+    }
+  </div>
+}

src-ui/src/app/components/manage/ocr-templates/ocr-template-editor/ocr-template-editor-zone-list/ocr-template-editor-zone-list.component.spec.ts

@@ -0,0 +1,115 @@
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
+import { CustomField } from 'src/app/data/custom-field'
+import {
+  OcrTemplateZone,
+  OcrZoneTarget,
+  OcrZoneTransform,
+} from 'src/app/data/ocr-template'
+import { OcrTemplateEditorZoneListComponent } from './ocr-template-editor-zone-list.component'
+
+function zone(overrides: Partial<OcrTemplateZone> = {}): OcrTemplateZone {
+  return {
+    name: 'Zone 1',
+    target: OcrZoneTarget.CustomField,
+    custom_field: 7,
+    x: 10,
+    y: 20,
+    width: 30,
+    height: 40,
+    page: 1,
+    ocr_language: 'eng',
+    transform: OcrZoneTransform.Strip,
+    validation_regex: '',
+    order: 0,
+    ...overrides,
+  }
+}
+
+describe('OcrTemplateEditorZoneListComponent', () => {
+  let fixture: ComponentFixture<OcrTemplateEditorZoneListComponent>
+  let component: OcrTemplateEditorZoneListComponent
+
+  beforeEach(async () => {
+    await TestBed.configureTestingModule({
+      imports: [OcrTemplateEditorZoneListComponent, BootstrapIconComponent],
+    }).compileComponents()
+
+    fixture = TestBed.createComponent(OcrTemplateEditorZoneListComponent)
+    component = fixture.componentInstance
+  })
+
+  it('shows empty state when no zones are defined', () => {
+    fixture.detectChanges()
+
+    expect(fixture.nativeElement.textContent).toContain('No zones yet')
+  })
+
+  it('renders zone name, target, and page', () => {
+    component.zones = [zone(), zone({ name: 'Zone 2', page: -1 })]
+    component.customFields = [{ id: 7, name: 'Invoice Number' } as CustomField]
+    fixture.detectChanges()
+
+    const text = fixture.nativeElement.textContent
+    expect(text).toContain('Zone 1')
+    expect(text).toContain('Invoice Number')
+    expect(text).toContain('Page 1')
+    expect(text).toContain('Last page')
+  })
+
+  it('marks zones that share a field', () => {
+    component.zones = [
+      zone(),
+      zone({ name: 'Zone 2' }),
+      zone({ name: 'Zone 3', custom_field: 8 }),
+    ]
+    fixture.detectChanges()
+
+    expect(component.isCombined(component.zones[0])).toBe(true)
+    expect(component.isCombined(component.zones[2])).toBe(false)
+    expect(
+      fixture.nativeElement.querySelectorAll(
+        '[title="Combined with other zones"]'
+      )
+    ).toHaveLength(2)
+  })
+
+  it('warns only for zones without a field and clears the warning when assigned', () => {
+    component.zones = [
+      zone({ custom_field: null }),
+      zone({ target: OcrZoneTarget.Title, custom_field: null }),
+      zone(),
+    ]
+    fixture.detectChanges()
+
+    const warnings = () =>
+      fixture.nativeElement.querySelectorAll('.text-warning')
+    expect(warnings()).toHaveLength(1)
+    expect(warnings()[0].textContent).toContain('No field selected')
+
+    component.zones[0].custom_field = 7
+    fixture.componentRef.setInput('zones', [...component.zones])
+    fixture.detectChanges()
+    expect(warnings()).toHaveLength(0)
+  })
+
+  it('emits select and remove events', () => {
+    component.zones = [zone()]
+    const selectSpy = jest.spyOn(component.zoneSelected, 'emit')
+    const removeSpy = jest.spyOn(component.zoneRemoved, 'emit')
+    fixture.detectChanges()
+
+    const buttons = fixture.nativeElement.querySelectorAll('button')
+    buttons[0].click()
+    buttons[1].click()
+
+    expect(selectSpy).toHaveBeenCalledWith(0)
+    expect(removeSpy).toHaveBeenCalledWith(0)
+  })
+
+  it('does not label an unknown built-in target', () => {
+    expect(
+      component.getZoneTargetName(zone({ target: 'unknown' as OcrZoneTarget }))
+    ).toBe('')
+  })
+})

src-ui/src/app/components/manage/ocr-templates/ocr-template-editor/ocr-template-editor-zone-list/ocr-template-editor-zone-list.component.ts

@@ -0,0 +1,50 @@
+import { Component, EventEmitter, Input, Output } from '@angular/core'
+import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
+import { CustomField } from 'src/app/data/custom-field'
+import {
+  getZoneFieldKey,
+  OCR_BUILTIN_TARGETS,
+  OcrTemplateZone,
+  OcrZoneTarget,
+} from 'src/app/data/ocr-template'
+import { getZoneColor } from '../zone-geometry'
+
+@Component({
+  selector: 'pngx-ocr-template-zone-list',
+  imports: [BootstrapIconComponent],
+  templateUrl: './ocr-template-editor-zone-list.component.html',
+})
+export class OcrTemplateEditorZoneListComponent {
+  @Input() zones: OcrTemplateZone[] = []
+  @Input() customFields: CustomField[] = []
+
+  @Output() public readonly zoneSelected = new EventEmitter<number>()
+  @Output() public readonly zoneRemoved = new EventEmitter<number>()
+
+  public readonly zoneColor = getZoneColor
+
+  hasField(zone: OcrTemplateZone): boolean {
+    return getZoneFieldKey(zone) !== null
+  }
+
+  isCombined(zone: OcrTemplateZone): boolean {
+    const key = getZoneFieldKey(zone)
+    return (
+      key !== null &&
+      this.zones.filter((z) => getZoneFieldKey(z) === key).length > 1
+    )
+  }
+
+  getZoneTargetName(zone: OcrTemplateZone): string {
+    if (zone.target === OcrZoneTarget.CustomField) {
+      return (
+        this.customFields.find((field) => field.id === zone.custom_field)
+          ?.name ?? ''
+      )
+    }
+    return (
+      OCR_BUILTIN_TARGETS.find((target) => target.id === zone.target)?.name ??
+      ''
+    )
+  }
+}

src-ui/src/app/components/manage/ocr-templates/ocr-template-editor/ocr-template-editor.component.html

@@ -0,0 +1,313 @@
+<div class="modal-header">
+  <h4 class="modal-title" id="ocr-template-editor-title">{{ dialogTitle }}</h4>
+  @if (template.id) {
+    <span class="badge bg-primary text-primary-text-contrast ms-2">ID: {{ template.id }}</span>
+  }
+  <button type="button" class="btn-close" (click)="activeModal.dismiss()" [disabled]="saving()" aria-label="Close" i18n-aria-label></button>
+</div>
+
+<div class="modal-body d-flex flex-column">
+  <div class="row gx-3 editor-layout flex-grow-1 flex-lg-nowrap" [attr.inert]="saving() ? '' : null" [attr.aria-busy]="saving()">
+    <div class="col-lg-4 mb-3 mb-lg-0 overflow-auto">
+      <ul ngbNav #nav="ngbNav" [(activeId)]="activeTab" class="nav-underline flex-nowrap flex-md-wrap overflow-auto">
+        <li ngbNavItem="template">
+          <a ngbNavLink i18n>Template</a>
+          <ng-template ngbNavContent>
+            <div class="row mb-3">
+              <div class="col-9">
+                <pngx-input-text [(ngModel)]="template.name" title="Template name" i18n-title></pngx-input-text>
+              </div>
+              <div class="col-3">
+                <pngx-input-switch [(ngModel)]="template.enabled" title="Enabled" i18n-title></pngx-input-switch>
+              </div>
+            </div>
+
+            <pngx-input-select [(ngModel)]="template.matching_algorithm" [items]="matchingAlgorithms" title="Matching algorithm" i18n-title></pngx-input-select>
+            @if (patternRequired) {
+              <pngx-input-text [(ngModel)]="template.match" title="Matching pattern" i18n-title></pngx-input-text>
+              <pngx-input-check [(ngModel)]="template.is_insensitive" title="Case insensitive" i18n-title></pngx-input-check>
+            }
+
+            <div *pngxIfOwner="object">
+              <hr />
+              <pngx-permissions-form [users]="users()" [accordion]="true" [(ngModel)]="permissionsForm"></pngx-permissions-form>
+            </div>
+
+          </ng-template>
+        </li>
+
+        <li ngbNavItem="zones">
+          <a ngbNavLink><ng-container i18n>Zones</ng-container> <span class="badge bg-primary ms-2">{{ template.zones.length }}</span></a>
+          <ng-template ngbNavContent>
+            @if (selectedZone; as zone) {
+              <div class="d-flex align-items-center gap-2 mb-3">
+                <button type="button" class="btn btn-sm btn-link px-0 me-auto" (click)="deselectZone()">
+                  <pngx-bs-icon name="arrow-left" class="me-1"></pngx-bs-icon><ng-container i18n>All zones</ng-container>
+                </button>
+                <button type="button" class="btn btn-sm btn-outline-primary" (click)="testZone()" [disabled]="!previewDocId || zoneTesting">
+                  @if (zoneTesting) {
+                    <span class="spinner-border spinner-border-sm me-1" aria-hidden="true"></span>
+                  } @else {
+                    <pngx-bs-icon name="play-fill" class="me-1"></pngx-bs-icon>
+                  }
+                  <ng-container i18n>Test</ng-container>
+                </button>
+                <button type="button" class="btn btn-sm btn-outline-danger" (click)="removeZone(selectedZoneIndex)" title="Delete zone" i18n-title aria-label="Delete zone" i18n-aria-label>
+                  <pngx-bs-icon name="trash"></pngx-bs-icon>
+                </button>
+              </div>
+
+              @if (zoneTestResult; as result) {
+                @if (result.error) {
+                  <div class="alert alert-warning py-2 mb-3 small" role="alert">{{ result.error }}</div>
+                } @else {
+                  <dl class="row small border rounded mx-0 py-2 mb-3">
+                    <dt class="col-4" i18n>OCR text</dt>
+                    <dd class="col-8">
+                      @if (result.raw_text) {
+                        <code>{{ result.raw_text }}</code>
+                      } @else {
+                        <span class="text-muted" i18n>Nothing detected</span>
+                      }
+                    </dd>
+                    <dt class="col-4" i18n>Value</dt>
+                    <dd class="col-8" [class.mb-0]="!result.regex">
+                      @if (result.value) {
+                        <code>{{ result.value }}</code>
+                      } @else {
+                        <span class="text-muted" i18n>Empty</span>
+                      }
+                    </dd>
+                    @if (result.regex) {
+                      <dt class="col-4" i18n>Validation</dt>
+                      <dd class="col-8 mb-0">
+                        @if (result.regex_match) {
+                          <span class="badge bg-success" i18n>Regex matches</span>
+                        } @else {
+                          <span class="badge bg-danger" i18n>Regex does not match</span>
+                        }
+                      </dd>
+                    }
+                  </dl>
+                }
+              }
+
+              <pngx-input-text [ngModel]="zone.name" (ngModelChange)="renameZone(zone, $event)" title="Name" i18n-title></pngx-input-text>
+
+              <pngx-input-select
+                [items]="fieldItems()"
+                [ngModel]="zoneFieldValue(zone)"
+                (ngModelChange)="setZoneField(zone, $event)"
+                (createNew)="createField($event)"
+                title="Field"
+                i18n-title
+                placeholder="Choose a field"
+                i18n-placeholder
+                hint="Where the extracted value is written."
+                i18n-hint
+              ></pngx-input-select>
+
+              @if (isFieldShared(zone)) {
+                <pngx-input-text
+                  [ngModel]="getCombineFormat(zone)"
+                  (ngModelChange)="setCombineFormat(zone, $event)"
+                  [placeholder]="defaultCombineFormat(zone)"
+                  title="Combined value"
+                  i18n-title
+                  hint="Several zones write to this field. Set the format or leave empty to join them with spaces."
+                  i18n-hint
+                ></pngx-input-text>
+                <div class="d-flex flex-wrap gap-1 mt-n2 mb-3">
+                  @for (z of zonesForField(zone); track z) {
+                    <button type="button" class="btn btn-sm btn-outline-secondary font-monospace" (click)="insertCombineToken(zone, z)">{{ '{' + z.name + '}' }}</button>
+                  }
+                </div>
+              }
+
+              <div class="row align-items-end">
+                <div class="col">
+                  @if (!isLastPageZone(zone)) {
+                    <pngx-input-number [(ngModel)]="zone.page" [showAdd]="false" title="Page" i18n-title></pngx-input-number>
+                  }
+                </div>
+                <div class="col-auto">
+                  <pngx-input-switch [ngModel]="isLastPageZone(zone)" (ngModelChange)="setLastPageZone(zone, $event)" [horizontal]="true" title="Last page" i18n-title></pngx-input-switch>
+                </div>
+              </div>
+
+              <h6 class="border-top pt-3 mt-1 mb-3" i18n>Processing</h6>
+
+              <pngx-input-select
+                [items]="languageOptions"
+                [multiple]="true"
+                [ngModel]="ocrLanguageArray(zone)"
+                (ngModelChange)="setOcrLanguages(zone, $event)"
+                title="OCR language"
+                i18n-title
+                placeholder="Select languages"
+                i18n-placeholder
+              ></pngx-input-select>
+
+              <pngx-input-select [items]="transformOptions" [(ngModel)]="zone.transform" title="Transform" i18n-title></pngx-input-select>
+
+              @if (zone.transform === OcrZoneTransform.Date) {
+                <pngx-input-text
+                  [(ngModel)]="zone.date_format"
+                  title="Date format"
+                  i18n-title
+                  placeholder="Auto-detect"
+                  i18n-placeholder
+                  hint="Python date codes, e.g. %d.%m.%Y. Leave empty to detect the format automatically."
+                  i18n-hint
+                ></pngx-input-text>
+              }
+
+              <pngx-input-text [(ngModel)]="zone.validation_regex" title="Validation regex" i18n-title placeholder="\d{2}\.\d{2}\.\d{4}" hint="The value must match this pattern to be applied." i18n-hint></pngx-input-text>
+            } @else {
+              <pngx-ocr-template-zone-list
+                [zones]="template.zones"
+                [customFields]="customFields()"
+                (zoneSelected)="selectZone($event)"
+                (zoneRemoved)="removeZone($event)"
+              ></pngx-ocr-template-zone-list>
+            }
+          </ng-template>
+        </li>
+      </ul>
+
+      <div [ngbNavOutlet]="nav" class="mt-3"></div>
+    </div>
+
+    <div class="col-lg-8 d-flex flex-column">
+      <div class="d-flex flex-wrap gap-2 mb-2 flex-shrink-0">
+        <pngx-input-document-link
+          class="flex-grow-1"
+          [ngModel]="sampleDocumentIds"
+          (ngModelChange)="setSampleDocument($event)"
+          [minimal]="true"
+          [multiple]="false"
+          placeholder="Search for a sample document"
+          i18n-placeholder
+        ></pngx-input-document-link>
+        @if (previewDocId) {
+          <div class="input-group w-auto flex-nowrap">
+            <input class="form-control flex-grow-0 preview-page-input" type="number" min="1" [max]="previewPageCount()" [(ngModel)]="previewPageDisplay" [disabled]="!pageLoaded()" aria-label="Page" i18n-aria-label />
+            <span class="input-group-text" i18n>of {{ previewPageCount() ?? '?' }}</span>
+          </div>
+          <fieldset class="input-group w-auto flex-nowrap" aria-label="Zoom" i18n-aria-label>
+            <button type="button" class="btn btn-outline-secondary" aria-label="Zoom out" i18n-aria-label [disabled]="!pageLoaded() || zoom <= 0.5" (click)="zoomOut()"><pngx-bs-icon name="dash"></pngx-bs-icon></button>
+            <button type="button" class="btn btn-outline-secondary preview-zoom" title="Reset zoom" i18n-title [disabled]="!pageLoaded()" (click)="resetZoom()">{{ zoom | percent: '1.0-0' }}</button>
+            <button type="button" class="btn btn-outline-secondary" aria-label="Zoom in" i18n-aria-label [disabled]="!pageLoaded() || zoom >= 4" (click)="zoomIn()"><pngx-bs-icon name="plus"></pngx-bs-icon></button>
+          </fieldset>
+        }
+      </div>
+      <div class="flex-grow-1 overflow-hidden">
+        <div class="h-100 overflow-auto border" [attr.aria-busy]="previewDocId && !pageLoaded()">
+          @if (pageFailed()) {
+            <div class="py-5 px-3 text-center" role="alert">
+              <pngx-bs-icon name="exclamation-triangle" width="32" height="32" class="text-warning"></pngx-bs-icon>
+              <p class="my-3" i18n>Could not load this page.</p>
+              <button type="button" class="btn btn-sm btn-outline-secondary" (click)="setSampleDocument(sampleDocumentIds)"><pngx-bs-icon name="arrow-clockwise" class="me-1"></pngx-bs-icon><span i18n>Retry</span></button>
+            </div>
+          } @else if (previewDocId) {
+            <div class="position-relative" [class.d-none]="!pageLoaded()" [style.width.%]="zoom * 100">
+              <img
+                #pageImage
+                [src]="pageImageUrl"
+                (load)="onImageLoad()"
+                (error)="onImageError()"
+                alt="Sample document page"
+                i18n-alt
+                class="d-block w-100"
+                crossorigin="use-credentials"
+              />
+              @if (pageLoaded()) {
+                <svg
+                  #zoneOverlay
+                  class="zone-overlay position-absolute top-0 start-0 w-100 h-100"
+                  [attr.viewBox]="overlayViewBox()"
+                  preserveAspectRatio="none"
+                  [style.cursor]="overlayCursor"
+                  (pointerdown)="onOverlayPointerDown($event)"
+                  (pointermove)="onOverlayPointerMove($event)"
+                  (pointerup)="onOverlayPointerUp($event)"
+                  (pointercancel)="onOverlayPointerCancel($event)"
+                  (lostpointercapture)="onOverlayPointerCancel($event)"
+                  aria-label="Zone overlay" i18n-aria-label
+                >
+                  @for (zone of template.zones; track $index; let i = $index) {
+                    @if (zoneDisplayRect(i); as rect) {
+                      <g>
+                        <rect
+                          class="zone-rect"
+                          [class.zone-rect-selected]="selectedZoneIndex === i"
+                          [attr.x]="rect.x"
+                          [attr.y]="rect.y"
+                          [attr.width]="rect.w"
+                          [attr.height]="rect.h"
+                          [attr.stroke]="zoneColor(i)"
+                          [attr.fill]="zoneColor(i)"
+                        ></rect>
+                        <text
+                          class="zone-label fw-semibold pe-none"
+                          [attr.x]="rect.x + overlayUnitSize(6)"
+                          [attr.y]="zoneLabelY(rect)"
+                          [attr.font-size]="overlayFontSize()"
+                          [attr.fill]="zoneColor(i)"
+                        >{{ zoneLabel(zone, i) }}</text>
+
+                        @if (selectedZoneIndex === i) {
+                          @for (handle of resizeHandles(rect); track handle.handle) {
+                            <rect
+                              class="zone-resize-handle"
+                              [attr.x]="handle.x - overlayHandleSize() / 2"
+                              [attr.y]="handle.y - overlayHandleSize() / 2"
+                              [attr.width]="overlayHandleSize()"
+                              [attr.height]="overlayHandleSize()"
+                              [attr.fill]="zoneColor(i)"
+                            ></rect>
+                          }
+                        }
+                      </g>
+                    }
+                  }
+
+                  @if (drawingRect(); as rect) {
+                    <rect
+                      class="zone-drawing-rect"
+                      [attr.x]="rect.x"
+                      [attr.y]="rect.y"
+                      [attr.width]="rect.w"
+                      [attr.height]="rect.h"
+                    ></rect>
+                  }
+                </svg>
+              }
+            </div>
+            @if (!pageLoaded()) {
+              <div class="p-5 d-flex justify-content-center align-items-center">
+                <output class="spinner-border">
+                  <span class="visually-hidden" i18n>Loading page...</span>
+                </output>
+              </div>
+            }
+          } @else {
+            <div class="py-5 px-3 text-center text-muted">
+              <pngx-bs-icon name="file-text" width="32" height="32"></pngx-bs-icon>
+              <p class="mt-3 mb-0" i18n>No sample document selected.</p>
+            </div>
+          }
+        </div>
+      </div>
+    </div>
+  </div>
+</div>
+<div class="modal-footer">
+  <button type="button" class="btn btn-outline-secondary" (click)="activeModal.dismiss()" [disabled]="saving()" i18n>Cancel</button>
+  <button type="button" class="btn btn-primary" (click)="save()" [disabled]="saving() || !isDirty">
+    @if (saving()) {
+      <span class="spinner-border spinner-border-sm me-1" aria-hidden="true"></span>
+    }
+    <span i18n>Save</span>
+  </button>
+</div>

src-ui/src/app/components/manage/ocr-templates/ocr-template-editor/ocr-template-editor.component.scss

@@ -0,0 +1,64 @@
+:host {
+  display: flex;
+  flex-direction: column;
+  min-height: 0;
+}
+
+@media (min-width: 992px) {
+  .modal-body {
+    overflow: hidden;
+  }
+
+  .editor-layout {
+    min-height: 0;
+  }
+}
+
+.preview-page-input {
+  width: 3.5rem;
+}
+
+.preview-zoom {
+  min-width: 4rem;
+}
+
+.zone-overlay {
+  touch-action: none;
+}
+
+.zone-rect,
+.zone-drawing-rect {
+  vector-effect: non-scaling-stroke;
+}
+
+.zone-rect {
+  fill-opacity: 0.2;
+  stroke-width: 2;
+}
+
+.zone-rect-selected {
+  stroke-width: 3;
+}
+
+.zone-label {
+  font-family: var(--bs-font-sans-serif);
+  paint-order: stroke;
+  stroke: #fff;
+  stroke-linejoin: round;
+  stroke-width: 4px;
+  vector-effect: non-scaling-stroke;
+}
+
+.zone-resize-handle {
+  stroke: #fff;
+  stroke-width: 1;
+  vector-effect: non-scaling-stroke;
+}
+
+.zone-drawing-rect {
+  fill: var(--bs-primary);
+  fill-opacity: 0.2;
+  stroke: var(--bs-primary);
+  stroke-dasharray: 5 5;
+  stroke-width: 2;
+}

src-ui/src/app/components/manage/ocr-templates/ocr-template-editor/ocr-template-editor.component.spec.ts

@@ -0,0 +1,875 @@
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
+import { ElementRef } from '@angular/core'
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { By } from '@angular/platform-browser'
+import { NgbActiveModal, NgbModal } from '@ng-bootstrap/ng-bootstrap'
+import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
+import { of, Subject, throwError } from 'rxjs'
+import { PermissionsFormComponent } from 'src/app/components/common/input/permissions/permissions-form/permissions-form.component'
+import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
+import { Document } from 'src/app/data/document'
+import {
+  MATCH_ANY,
+  MATCH_AUTO,
+  MATCH_LITERAL,
+  MATCH_NONE,
+} from 'src/app/data/matching-model'
+import {
+  OcrTemplate,
+  OcrTemplateZone,
+  OcrZoneTarget,
+  OcrZoneTestResult,
+  OcrZoneTransform,
+} from 'src/app/data/ocr-template'
+import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { User } from 'src/app/data/user'
+import { PermissionsService } from 'src/app/services/permissions.service'
+import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
+import { DocumentService } from 'src/app/services/rest/document.service'
+import { OcrTemplateService } from 'src/app/services/rest/ocr-template.service'
+import { UserService } from 'src/app/services/rest/user.service'
+import { SettingsService } from 'src/app/services/settings.service'
+import { ToastService } from 'src/app/services/toast.service'
+import { OcrTemplateEditorComponent } from './ocr-template-editor.component'
+
+const customFields: CustomField[] = [
+  { id: 1, name: 'Invoice number', data_type: CustomFieldDataType.String },
+  { id: 2, name: 'Status', data_type: CustomFieldDataType.Select },
+]
+
+function zone(overrides: Partial<OcrTemplateZone> = {}): OcrTemplateZone {
+  return {
+    name: 'Invoice number',
+    target: OcrZoneTarget.CustomField,
+    custom_field: 1,
+    x: 100,
+    y: 100,
+    width: 200,
+    height: 100,
+    page: 1,
+    ocr_language: 'eng',
+    transform: OcrZoneTransform.Strip,
+    validation_regex: '',
+    order: 0,
+    ...overrides,
+  }
+}
+
+function pointer(x: number, y: number, pointerId = 1): PointerEvent {
+  return Object.assign(
+    new MouseEvent('pointermove', { clientX: x, clientY: y, button: 0 }),
+    { pointerId }
+  ) as PointerEvent
+}
+
+describe('OcrTemplateEditorComponent', () => {
+  let component: OcrTemplateEditorComponent
+  let fixture: ComponentFixture<OcrTemplateEditorComponent>
+  let documentService: DocumentService
+  let templateService: OcrTemplateService
+  let modalService: NgbModal
+  const activeModal = { close: jest.fn(), dismiss: jest.fn() }
+
+  beforeEach(() => {
+    TestBed.configureTestingModule({
+      imports: [BootstrapIconComponent, OcrTemplateEditorComponent],
+      providers: [
+        { provide: NgbActiveModal, useValue: activeModal },
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
+    })
+    jest
+      .spyOn(TestBed.inject(CustomFieldsService), 'listAll')
+      .mockReturnValue(of({ count: 2, all: [1, 2], results: customFields }))
+    jest
+      .spyOn(TestBed.inject(UserService), 'listAll')
+      .mockReturnValue(of({ count: 0, all: [], results: [] }))
+    TestBed.inject(PermissionsService).initialize([], { id: 1 } as User)
+    documentService = TestBed.inject(DocumentService)
+    jest
+      .spyOn(documentService, 'get')
+      .mockReturnValue(of({ id: 5, page_count: 3 }))
+    templateService = TestBed.inject(OcrTemplateService)
+    modalService = TestBed.inject(NgbModal)
+    activeModal.close.mockReset()
+    fixture = TestBed.createComponent(OcrTemplateEditorComponent)
+    component = fixture.componentInstance
+  })
+
+  function prepareOverlay() {
+    const image = document.createElement('img')
+    Object.defineProperties(image, {
+      naturalWidth: { value: 1000 },
+      naturalHeight: { value: 1000 },
+      clientWidth: { value: 1000 },
+    })
+    const overlay = document.createElementNS(
+      'http://www.w3.org/2000/svg',
+      'svg'
+    )
+    Object.assign(overlay, {
+      getScreenCTM: () => ({ inverse: () => ({}) }),
+      createSVGPoint: () => ({
+        x: 0,
+        y: 0,
+        matrixTransform() {
+          return { x: this.x, y: this.y }
+        },
+      }),
+      setPointerCapture: jest.fn(),
+      hasPointerCapture: () => true,
+      releasePointerCapture: jest.fn(),
+    })
+    component.imageRef = new ElementRef(image)
+    component.overlayRef = new ElementRef(overlay)
+    component.pageLoaded.set(true)
+  }
+
+  function fieldDialog() {
+    const dialog = {
+      dialogMode: { set: jest.fn() },
+      object: null,
+      succeeded: new Subject<CustomField>(),
+      failed: new Subject(),
+    }
+    jest
+      .spyOn(modalService, 'open')
+      .mockReturnValue({ componentInstance: dialog } as any)
+    return dialog
+  }
+
+  it('updates screen-sized overlay units when the preview image resizes', () => {
+    let resize: ResizeObserverCallback
+    const observer = {
+      observe: jest.fn(),
+      unobserve: jest.fn(),
+      disconnect: jest.fn(),
+    }
+    const resizeObserver = jest
+      .spyOn(globalThis, 'ResizeObserver')
+      .mockImplementation((callback) => {
+        resize = callback
+        return observer
+      })
+    const image = document.createElement('img')
+    const ref = new ElementRef(image)
+    component.pageImage = ref
+    expect(observer.observe).toHaveBeenCalledWith(image)
+    resize([], observer)
+    expect(component.overlayUnitSize(8)).toBe(8)
+
+    Object.defineProperties(image, {
+      naturalWidth: { value: 1000 },
+      clientWidth: { value: 500 },
+    })
+    resize([], observer)
+    expect(component.overlayUnitSize(8)).toBe(16)
+    expect(component.overlayFontSize()).toBe(24)
+
+    component.pageImage = undefined
+    expect(observer.disconnect).toHaveBeenCalledTimes(1)
+    fixture.destroy()
+    expect(observer.disconnect).toHaveBeenCalledTimes(2)
+    resizeObserver.mockRestore()
+  })
+
+  it('renders loaded image dimensions, zone labels, and selection handles', () => {
+    component.object = {
+      ...component.template,
+      id: 3,
+      sample_document: 5,
+      zones: [zone()],
+    }
+    component.selectedZoneIndex = 0
+    fixture.detectChanges()
+    const image = fixture.nativeElement.querySelector('img')
+    Object.defineProperties(image, {
+      naturalWidth: { value: 1000 },
+      naturalHeight: { value: 1500 },
+    })
+    image.dispatchEvent(new Event('load'))
+    fixture.detectChanges()
+
+    expect(component.template).toMatchObject({
+      source_width: 1000,
+      source_height: 1500,
+    })
+    expect(
+      fixture.nativeElement
+        .querySelector('.zone-overlay')
+        .getAttribute('viewBox')
+    ).toBe('0 0 1000 1500')
+    expect(
+      fixture.nativeElement.querySelector('.zone-label').textContent
+    ).toContain('Invoice number')
+    expect(
+      fixture.nativeElement.querySelectorAll('.zone-resize-handle')
+    ).toHaveLength(8)
+    expect(component.zoneLabel(zone({ name: '' }), 2)).toBe('Zone 3')
+    expect(component.zoneLabelY({ x: 0, y: 0, w: 100, h: 100 })).toBe(14)
+  })
+
+  it('offers the supported language and transform choices', () => {
+    expect(component.languageOptions.map((option) => option.id)).toContain(
+      'eng'
+    )
+    expect(component.transformOptions.map((option) => option.id)).toEqual(
+      Object.values(OcrZoneTransform)
+    )
+  })
+
+  it('clamps page navigation and supports one-based page input', () => {
+    component.setSampleDocument([5])
+    component.previewPageDisplay = 2
+    expect(component.previewPage).toBe(1)
+    expect(component.previewPageDisplay).toBe(2)
+    expect(component.pageImageUrl).toContain('/5/1/')
+    component.pageLoaded.set(true)
+    component.goToPage(1)
+    expect(component.pageLoaded()).toBe(true)
+    component.goToPage(Infinity)
+    component.goToPage(NaN)
+    expect(component.previewPage).toBe(1)
+    component.goToPage(99)
+    expect(component.previewPage).toBe(2)
+    expect(component.pageLoaded()).toBe(false)
+    component.goToPage(-5)
+    expect(component.previewPage).toBe(0)
+    component.previewPageCount.set(null)
+    component.goToPage(4.7)
+    expect(component.previewPage).toBe(4)
+  })
+
+  it('limits zoom and resets it to the original size', () => {
+    for (let i = 0; i < 20; i++) component.zoomIn()
+    expect(component.zoom).toBe(4)
+    for (let i = 0; i < 20; i++) component.zoomOut()
+    expect(component.zoom).toBe(0.5)
+    component.resetZoom()
+    expect(component.zoom).toBe(1)
+  })
+
+  it('moves last-page zones to the last page and can pin them to a page', () => {
+    component.setSampleDocument([5])
+    const selected = zone()
+    component.template.zones = [selected]
+    expect(component.isLastPageZone(selected)).toBe(false)
+    component.setLastPageZone(selected, true)
+    expect(selected.page).toBe(-1)
+    expect(component.isLastPageZone(selected)).toBe(true)
+    component.selectZone(0)
+    expect(component.previewPage).toBe(2)
+    component.setLastPageZone(selected, false)
+    expect(selected.page).toBe(3)
+  })
+
+  it('ignores page-count errors from a previous sample document', () => {
+    const pending = new Subject<Document>()
+    jest
+      .spyOn(documentService, 'get')
+      .mockReturnValueOnce(pending)
+      .mockReturnValueOnce(of({ id: 6 }))
+    component.setSampleDocument([5])
+    component.setSampleDocument([6])
+    pending.error(new Error('Old document failed'))
+    expect(component.pageFailed()).toBe(false)
+    expect(component.previewPageCount()).toBeNull()
+  })
+
+  it('ignores non-primary, unloaded, and saving pointer gestures', () => {
+    prepareOverlay()
+    component.onOverlayPointerDown(
+      new MouseEvent('pointerdown', { button: 2 }) as PointerEvent
+    )
+    expect(component.drawingRect()).toBeNull()
+    component.pageLoaded.set(false)
+    component.onOverlayPointerDown(pointer(100, 100))
+    expect(component.drawingRect()).toBeNull()
+    component.pageLoaded.set(true)
+    component.saving.set(true)
+    component.onOverlayPointerDown(pointer(100, 100))
+    expect(component.drawingRect()).toBeNull()
+  })
+
+  it('ignores pointer events when the SVG coordinate transform is unavailable', () => {
+    component.onOverlayPointerDown(pointer(100, 100))
+    expect(component.drawingRect()).toBeNull()
+    prepareOverlay()
+    jest
+      .spyOn(component.overlayRef.nativeElement, 'getScreenCTM')
+      .mockReturnValue(null)
+    component.onOverlayPointerDown(pointer(100, 100))
+    component.onOverlayPointerMove(pointer(200, 200))
+    expect(component.drawingRect()).toBeNull()
+  })
+
+  it('updates a drawing only for its captured pointer', () => {
+    prepareOverlay()
+    component.onOverlayPointerDown(pointer(100, 100))
+    component.onOverlayPointerDown(pointer(500, 500, 2))
+    component.onOverlayPointerMove(pointer(900, 900, 2))
+    expect(component.drawingRect()).toEqual({ x: 100, y: 100, w: 0, h: 0 })
+    component.onOverlayPointerMove(pointer(250, 200))
+    expect(component.drawingRect()).toEqual({ x: 100, y: 100, w: 150, h: 100 })
+    component.onOverlayPointerUp(pointer(250, 200))
+    expect(component.template.zones[0]).toMatchObject({
+      x: 100,
+      y: 100,
+      width: 150,
+      height: 100,
+    })
+  })
+
+  it('resizes a selected zone using its corner handle', () => {
+    prepareOverlay()
+    const selected = zone()
+    component.template.zones = [selected]
+    component.selectZone(0)
+    component.onOverlayPointerDown(pointer(100, 100))
+    component.onOverlayPointerMove(pointer(50, 75))
+    component.onOverlayPointerUp(pointer(60, 80))
+    expect(selected).toMatchObject({ x: 60, y: 80, width: 240, height: 120 })
+    expect(component.template.zones).toHaveLength(1)
+  })
+
+  it('shows the appropriate cursor over handles, zones, and empty space', () => {
+    prepareOverlay()
+    component.template.zones = [zone()]
+    component.onOverlayPointerMove(pointer(150, 150))
+    expect(component.overlayCursor).toBe('move')
+    component.selectZone(0)
+    component.onOverlayPointerMove(pointer(100, 100))
+    expect(component.overlayCursor).toBe('nw-resize')
+    component.onOverlayPointerMove(pointer(500, 500))
+    expect(component.overlayCursor).toBe('crosshair')
+    component.template.zones[0].page = 2
+    component.onOverlayPointerMove(pointer(100, 100))
+    expect(component.zoneDisplayRect(0)).toBeNull()
+    expect(component.overlayCursor).toBe('crosshair')
+  })
+
+  it('cancels only the captured pointer and tolerates an already-lost capture', () => {
+    prepareOverlay()
+    component.onOverlayPointerCancel(pointer(100, 100))
+    component.onOverlayPointerDown(pointer(100, 100))
+    component.onOverlayPointerCancel(pointer(150, 150, 2))
+    expect(component.drawingRect()).not.toBeNull()
+    jest
+      .spyOn(component.overlayRef.nativeElement, 'hasPointerCapture')
+      .mockReturnValue(false)
+    component.onOverlayPointerCancel(pointer(150, 150))
+    expect(component.drawingRect()).toBeNull()
+    expect(
+      component.overlayRef.nativeElement.releasePointerCapture
+    ).not.toHaveBeenCalled()
+    expect(component.template.zones).toEqual([])
+  })
+
+  it('preserves the selected zone when an earlier or later zone is removed', () => {
+    component.template.zones = [zone(), zone(), zone(), zone()]
+    component.selectZone(1)
+    const selected = component.selectedZone
+    component.removeZone(3)
+    expect(component.selectedZone).toBe(selected)
+    component.removeZone(0)
+    expect(component.selectedZoneIndex).toBe(0)
+    expect(component.selectedZone).toBe(selected)
+    component.selectZone(99)
+    expect(component.selectedZone).toBeNull()
+  })
+
+  it('does not test zones without a selection or a sample document', () => {
+    const test = jest.spyOn(templateService, 'testZone')
+    component.testZone()
+    component.template.zones = [zone()]
+    component.selectZone(0)
+    component.testZone()
+    expect(test).not.toHaveBeenCalled()
+  })
+
+  it.each([
+    {
+      response: { error: { error: 'OCR unavailable' } },
+      message: 'OCR unavailable',
+    },
+    { response: new Error('Network failure'), message: 'Test failed' },
+  ])('shows zone-test errors: $message', ({ response, message }) => {
+    component.template.zones = [zone({ page: undefined })]
+    component.selectZone(0)
+    component.setSampleDocument([5])
+    jest
+      .spyOn(templateService, 'testZone')
+      .mockReturnValue(throwError(() => response))
+    component.testZone()
+    expect(component.zoneTestResult).toEqual({ error: message })
+    expect(component.zoneTesting).toBe(false)
+    expect(templateService.testZone).toHaveBeenCalledWith(
+      5,
+      expect.objectContaining({ page: 1 })
+    )
+  })
+
+  it('switches between built-in targets, custom fields, and an unassigned field', () => {
+    const selected = zone()
+    expect(component.zoneFieldValue(selected)).toBe(1)
+    component.setZoneField(selected, OcrZoneTarget.Title)
+    expect(component.zoneFieldValue(selected)).toBe(OcrZoneTarget.Title)
+    expect(selected.custom_field).toBeNull()
+    component.setZoneField(selected, 7)
+    expect(selected).toMatchObject({
+      target: OcrZoneTarget.CustomField,
+      custom_field: 7,
+    })
+    component.setZoneField(selected, null)
+    expect(component.zoneFieldValue(selected)).toBeNull()
+    expect(component.zonesForField(selected)).toEqual([])
+    component.setCombineFormat(selected, 'Ignored')
+    expect(component.template.combine_formats).toEqual({})
+  })
+
+  it('creates combine formats when absent and leaves implicit formats alone on rename', () => {
+    const selected = zone({ target: OcrZoneTarget.Title, custom_field: null })
+    component.template.combine_formats = undefined
+    component.renameZone(selected, 'Renamed')
+    expect(selected.name).toBe('Renamed')
+    expect(component.getCombineFormat(selected)).toBe('')
+    component.setCombineFormat(selected, '{Renamed} ')
+    component.insertCombineToken(selected, selected)
+    expect(component.template.combine_formats).toEqual({
+      title: '{Renamed} {Renamed}',
+    })
+  })
+
+  it('saves templates without combine formats', () => {
+    component.template.combine_formats = undefined
+    fixture.detectChanges()
+    expect(component.isDirty).toBe(false)
+    jest
+      .spyOn(templateService, 'create')
+      .mockReturnValue(of(component.template))
+    component.save()
+    expect(component.template.combine_formats).toBeUndefined()
+  })
+
+  it('does not assign unsupported custom field types and surfaces creation failures', () => {
+    component.template.zones = [zone({ custom_field: null })]
+    component.selectZone(0)
+    const dialog = fieldDialog()
+    const error = jest.spyOn(TestBed.inject(ToastService), 'showError')
+    component.createField('Status')
+    expect(dialog.object).toEqual({ name: 'Status' })
+    dialog.succeeded.next(customFields[1])
+    expect(component.selectedZone.custom_field).toBeNull()
+    const failure = new Error('Could not save')
+    dialog.failed.next(failure)
+    expect(error).toHaveBeenCalledWith('Error saving field.', failure)
+  })
+
+  it('refreshes field choices when a field is created without a selected zone', () => {
+    const dialog = fieldDialog()
+    component.createField('Total')
+    dialog.succeeded.next(customFields[0])
+    expect(component.customFields()).toEqual(customFields)
+    expect(component.selectedZone).toBeNull()
+  })
+
+  it('should edit a copy of the template and load its sample document', () => {
+    const original: OcrTemplate = {
+      ...component.template,
+      id: 3,
+      name: 'Invoices',
+      match: 'Northwind',
+      matching_algorithm: MATCH_LITERAL,
+      sample_document: 5,
+      zones: [zone()],
+      combine_formats: { '1': '{Invoice number}' },
+    }
+    component.object = original
+    fixture.detectChanges()
+
+    expect(component.dialogTitle).toEqual('Edit OCR Template')
+    expect(component.previewDocId).toEqual(5)
+    expect(component.previewPageCount()).toEqual(3)
+    expect(component.pageImageUrl).toContain('document-page-image/5/0/')
+    expect(component.template.match).toEqual('Northwind')
+    expect(component.isDirty).toBeFalsy()
+
+    component.template.zones[0].x = 500
+    component.template.combine_formats['1'] = 'Edited'
+    expect(original.zones[0].x).toEqual(100)
+    expect(original.combine_formats['1']).toEqual('{Invoice number}')
+  })
+
+  it('should offer every matching algorithm except automatic', () => {
+    expect(component.matchingAlgorithms.map((a) => a.id)).not.toContain(
+      MATCH_AUTO
+    )
+    expect(component.template.matching_algorithm).toEqual(MATCH_ANY)
+    expect(component.patternRequired).toBeTruthy()
+
+    component.template.matching_algorithm = MATCH_NONE
+    expect(component.patternRequired).toBeFalsy()
+  })
+
+  it('should initialize new template permissions from saved defaults', () => {
+    const defaults = {
+      [SETTINGS_KEYS.DEFAULT_PERMS_OWNER]: 1,
+      [SETTINGS_KEYS.DEFAULT_PERMS_VIEW_USERS]: [2],
+      [SETTINGS_KEYS.DEFAULT_PERMS_VIEW_GROUPS]: [3],
+      [SETTINGS_KEYS.DEFAULT_PERMS_EDIT_USERS]: [],
+      [SETTINGS_KEYS.DEFAULT_PERMS_EDIT_GROUPS]: [4],
+    }
+    jest
+      .spyOn(TestBed.inject(SettingsService), 'get')
+      .mockImplementation((key) => defaults[key])
+    fixture.detectChanges()
+    expect(component.permissionsForm).toEqual({
+      owner: 1,
+      set_permissions: {
+        view: { users: [2], groups: [3] },
+        change: { users: [], groups: [4] },
+      },
+    })
+    expect(
+      fixture.debugElement.query(By.directive(PermissionsFormComponent))
+    ).toBeTruthy()
+    expect(component.isDirty).toBe(false)
+    const create = jest
+      .spyOn(templateService, 'create')
+      .mockReturnValue(of({ ...component.template, id: 3 }))
+    component.save()
+    expect(create).toHaveBeenCalledWith(
+      expect.objectContaining(component.permissionsForm)
+    )
+  })
+
+  it('should copy existing permissions and track changes without mutating the list item', () => {
+    component.object = {
+      ...component.template,
+      id: 3,
+      owner: 1,
+      permissions: {
+        view: { users: [2], groups: [] },
+        change: { users: [], groups: [3] },
+      },
+    }
+    fixture.detectChanges()
+    expect(component.permissionsForm.owner).toBe(1)
+    expect(component.isDirty).toBe(false)
+    component.permissionsForm.set_permissions.view.users.push(4)
+    expect(component.isDirty).toBe(true)
+    expect(component.object.permissions.view.users).toEqual([2])
+    const update = jest
+      .spyOn(templateService, 'update')
+      .mockReturnValue(of(component.template))
+    component.save()
+    expect(update).toHaveBeenCalledWith(
+      expect.objectContaining({
+        owner: 1,
+        set_permissions: {
+          view: { users: [2, 4], groups: [] },
+          change: { users: [], groups: [3] },
+        },
+      })
+    )
+  })
+
+  it('should hide sharing controls and omit permission changes for a shared editor', () => {
+    component.object = {
+      ...component.template,
+      id: 3,
+      owner: 2,
+      user_can_change: true,
+    }
+    fixture.detectChanges()
+    expect(
+      fixture.debugElement.query(By.directive(PermissionsFormComponent))
+    ).toBeNull()
+    component.permissionsForm = {
+      owner: 1,
+      set_permissions: { view: { users: [1] } },
+    }
+    const update = jest
+      .spyOn(templateService, 'update')
+      .mockReturnValue(of(component.template))
+    component.save()
+    expect(update.mock.calls[0][0].owner).toBe(2)
+    expect(update.mock.calls[0][0]).not.toHaveProperty('set_permissions')
+  })
+
+  it('should keep only the last picked sample document', () => {
+    component.setSampleDocument([5, 6])
+    expect(component.sampleDocumentIds).toEqual([6])
+
+    component.setSampleDocument([])
+    expect(component.previewDocId).toBeNull()
+    expect(component.pageImageUrl).toBeNull()
+  })
+
+  it('should ignore a stale sample document response', () => {
+    const pending = new Subject<Document>()
+    jest.spyOn(documentService, 'get').mockReturnValueOnce(pending)
+    component.setSampleDocument([5])
+    component.setSampleDocument([6])
+    pending.next({ id: 5, page_count: 99 })
+
+    expect(component.previewPageCount()).toEqual(3)
+  })
+
+  it('should show a failed page and retry it', () => {
+    jest
+      .spyOn(documentService, 'get')
+      .mockReturnValueOnce(throwError(() => new Error('offline')))
+    component.setSampleDocument([5])
+    expect(component.pageFailed()).toBeTruthy()
+
+    component.setSampleDocument(component.sampleDocumentIds)
+    expect(component.pageFailed()).toBeFalsy()
+
+    component.onImageError()
+    expect(component.pageFailed()).toBeTruthy()
+  })
+
+  it('should support create and update', () => {
+    const createSpy = jest
+      .spyOn(templateService, 'create')
+      .mockReturnValue(of({ ...component.template, id: 3 }))
+    const updateSpy = jest
+      .spyOn(templateService, 'update')
+      .mockReturnValue(of(component.template))
+    const succeededSpy = jest.spyOn(component.succeeded, 'emit')
+
+    component.save()
+    expect(createSpy).toHaveBeenCalled()
+    expect(succeededSpy).toHaveBeenCalledWith({ ...component.template, id: 3 })
+    expect(activeModal.close).toHaveBeenCalled()
+
+    component.saving.set(false)
+    component.template.id = 3
+    component.save()
+    expect(updateSpy).toHaveBeenCalledWith(component.template)
+  })
+
+  it('should emit failed and allow editing again after a failed save', () => {
+    prepareOverlay()
+    component.template.zones = [zone()]
+    const pending = new Subject<OcrTemplate>()
+    jest.spyOn(templateService, 'create').mockReturnValue(pending)
+    const failedSpy = jest.spyOn(component.failed, 'emit')
+    component.onOverlayPointerDown(pointer(150, 150))
+
+    component.save()
+    component.save()
+    expect(templateService.create).toHaveBeenCalledTimes(1)
+    component.onOverlayPointerMove(pointer(250, 250))
+    component.onOverlayPointerUp(pointer(250, 250))
+    expect(component.template.zones[0].x).toEqual(100)
+
+    pending.error(new Error('Save failed'))
+    expect(failedSpy).toHaveBeenCalled()
+    expect(component.saving()).toBeFalsy()
+    component.onOverlayPointerDown(pointer(150, 150))
+    component.onOverlayPointerUp(pointer(250, 250))
+    expect(component.template.zones[0].x).toEqual(200)
+  })
+
+  it('should track unsaved changes', () => {
+    fixture.detectChanges()
+    expect(component.isDirty).toBeFalsy()
+
+    component.template.combine_formats = { '1': '' }
+    expect(component.isDirty).toBeFalsy()
+
+    component.template.name = 'Invoices'
+    expect(component.isDirty).toBeTruthy()
+    component.template.name = ''
+    expect(component.isDirty).toBeFalsy()
+
+    component.setSampleDocument([5])
+    expect(component.isDirty).toBeTruthy()
+  })
+
+  it('should draw a zone with no field in empty space', () => {
+    prepareOverlay()
+    component.onOverlayPointerDown(pointer(100, 100))
+    component.onOverlayPointerUp(pointer(1200, 250))
+
+    expect(component.template.zones[0]).toMatchObject({
+      x: 100,
+      y: 100,
+      width: 900,
+      height: 150,
+      custom_field: null,
+    })
+    expect(component.selectedZoneIndex).toEqual(0)
+  })
+
+  it('should clear the selection on a click in empty space', () => {
+    prepareOverlay()
+    component.template.zones = [zone()]
+    component.selectZone(0)
+    component.onOverlayPointerDown(pointer(600, 600))
+    component.onOverlayPointerUp(pointer(602, 601))
+
+    expect(component.template.zones).toHaveLength(1)
+    expect(component.selectedZoneIndex).toBeNull()
+  })
+
+  it('should move a zone when dragging on it', () => {
+    prepareOverlay()
+    component.template.zones = [zone()]
+    component.onOverlayPointerDown(pointer(150, 150))
+    component.onOverlayPointerUp(pointer(250, 200))
+
+    expect(component.template.zones).toHaveLength(1)
+    expect(component.template.zones[0]).toMatchObject({ x: 200, y: 150 })
+  })
+
+  it('should cancel a drawing on escape and ignore other pointers', () => {
+    prepareOverlay()
+    component.onOverlayPointerDown(pointer(100, 100))
+    component.onOverlayPointerUp(pointer(300, 200, 2))
+    expect(component.drawingRect()).not.toBeNull()
+
+    component.cancelDrawing()
+    component.onOverlayPointerUp(pointer(300, 200))
+    expect(component.template.zones).toEqual([])
+  })
+
+  it('should open a zone in the zones tab and go back to the list', () => {
+    component.template.zones = [zone(), zone()]
+    component.selectZone(1)
+    expect(component.activeTab).toEqual('zones')
+    expect(component.selectedZone).toBe(component.template.zones[1])
+
+    component.deselectZone()
+    expect(component.selectedZone).toBeNull()
+
+    component.selectZone(0)
+    component.removeZone(0)
+    expect(component.template.zones).toHaveLength(1)
+    expect(component.selectedZone).toBeNull()
+  })
+
+  it('should only offer custom fields OCR can write to', () => {
+    fixture.detectChanges()
+    expect(component.fieldItems().map((item) => item.id)).toEqual([
+      OcrZoneTarget.Title,
+      OcrZoneTarget.Asn,
+      OcrZoneTarget.Created,
+      1,
+    ])
+  })
+
+  it('should create a custom field and assign it to the zone', () => {
+    const succeeded = new Subject<CustomField>()
+    const dialog = {
+      dialogMode: { set: jest.fn() },
+      object: null,
+      succeeded,
+      failed: new Subject(),
+    }
+    jest
+      .spyOn(modalService, 'open')
+      .mockReturnValue({ componentInstance: dialog } as any)
+    component.template.zones = [zone({ custom_field: null })]
+    component.selectZone(0)
+
+    component.createField()
+    expect(dialog.object).toEqual({ name: 'Invoice number' })
+    succeeded.next(customFields[0])
+
+    expect(component.template.zones[0].custom_field).toEqual(1)
+  })
+
+  it('should build and prune combine formats', () => {
+    const first = zone({ name: 'First' })
+    const second = zone({ name: 'Second' })
+    const other = zone({ name: 'Other', custom_field: 2 })
+    component.template.zones = [first, second, other]
+    component.template.combine_formats = { '2': '{Other}' }
+
+    expect(component.isFieldShared(first)).toBeTruthy()
+    expect(component.isFieldShared(other)).toBeFalsy()
+    expect(component.defaultCombineFormat(first)).toEqual('{First} {Second}')
+
+    component.insertCombineToken(first, second)
+    component.insertCombineToken(first, first)
+    expect(component.getCombineFormat(second)).toEqual('{Second} {First}')
+
+    jest.spyOn(templateService, 'create').mockReturnValue(of(null))
+    component.save()
+    expect(component.template.combine_formats).toEqual({
+      '1': '{Second} {First}',
+    })
+  })
+
+  it('should update exact tokens when a zone is renamed', () => {
+    const first = zone({ name: 'First [value]' })
+    component.template.zones = [first, zone({ name: 'Second' })]
+    component.template.combine_formats = {
+      '1': 'First [value]: {First [value]} / { First [value] } / {Second} / {First [value] extra}',
+      '2': '{First [value]}',
+    }
+
+    component.renameZone(first, '')
+    component.renameZone(first, 'Invoice number')
+
+    expect(first.name).toEqual('Invoice number')
+    expect(component.template.combine_formats).toEqual({
+      '1': 'First [value]: {Invoice number} / {Invoice number} / {Second} / {First [value] extra}',
+      '2': '{First [value]}',
+    })
+  })
+
+  it('should keep the language array stable until the value changes', () => {
+    const selected = zone({ ocr_language: 'deu+eng' })
+    const languages = component.ocrLanguageArray(selected)
+    expect(languages).toEqual(['deu', 'eng'])
+    expect(component.ocrLanguageArray(selected)).toBe(languages)
+
+    component.setOcrLanguages(selected, ['fra'])
+    expect(selected.ocr_language).toEqual('fra')
+    expect(component.ocrLanguageArray(selected)).toEqual(['fra'])
+
+    component.setOcrLanguages(selected, null)
+    expect(component.ocrLanguageArray(selected)).toEqual([])
+  })
+
+  it('should hide a test result once the zone changes', () => {
+    const selected = zone()
+    component.template.zones = [selected]
+    component.selectZone(0)
+    component.setSampleDocument([5])
+    jest
+      .spyOn(templateService, 'testZone')
+      .mockReturnValue(of({ value: '123' }))
+
+    component.testZone()
+    expect(component.zoneTestResult.value).toEqual('123')
+
+    selected.transform = OcrZoneTransform.Numeric
+    expect(component.zoneTestResult).toBeNull()
+  })
+
+  it('should drop a pending test when the zone or sample document changes', () => {
+    const pending = new Subject<OcrZoneTestResult>()
+    component.template.zones = [zone(), zone()]
+    component.selectZone(0)
+    component.setSampleDocument([5])
+    jest.spyOn(templateService, 'testZone').mockReturnValue(pending)
+
+    component.testZone()
+    expect(component.zoneTesting).toBeTruthy()
+    component.selectZone(1)
+    pending.next({ value: 'Old zone' })
+    expect(component.zoneTestResult).toBeNull()
+
+    component.testZone()
+    component.setSampleDocument([])
+    pending.next({ value: 'Old document' })
+    expect(component.zoneTestResult).toBeNull()
+  })
+})

src-ui/src/app/components/manage/ocr-templates/ocr-template-editor/ocr-template-editor.component.ts

@@ -0,0 +1,963 @@
+import { CommonModule } from '@angular/common'
+import {
+  Component,
+  computed,
+  ElementRef,
+  EventEmitter,
+  HostListener,
+  inject,
+  Input,
+  OnDestroy,
+  OnInit,
+  Output,
+  signal,
+  ViewChild,
+} from '@angular/core'
+import { FormsModule } from '@angular/forms'
+import {
+  NgbActiveModal,
+  NgbModal,
+  NgbNavModule,
+} from '@ng-bootstrap/ng-bootstrap'
+import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
+import { Subject, takeUntil } from 'rxjs'
+import { CustomFieldEditDialogComponent } from 'src/app/components/common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
+import { EditDialogMode } from 'src/app/components/common/edit-dialog/edit-dialog.component'
+import { DocumentLinkComponent } from 'src/app/components/common/input/document-link/document-link.component'
+import { CheckComponent } from 'src/app/components/common/input/check/check.component'
+import { NumberComponent } from 'src/app/components/common/input/number/number.component'
+import {
+  PermissionsFormComponent,
+  PermissionsFormObject,
+} from 'src/app/components/common/input/permissions/permissions-form/permissions-form.component'
+import { SelectComponent } from 'src/app/components/common/input/select/select.component'
+import { SwitchComponent } from 'src/app/components/common/input/switch/switch.component'
+import { TextComponent } from 'src/app/components/common/input/text/text.component'
+import { CustomField } from 'src/app/data/custom-field'
+import {
+  MATCH_ANY,
+  MATCH_AUTO,
+  MATCH_NONE,
+  MATCHING_ALGORITHMS,
+} from 'src/app/data/matching-model'
+import {
+  DEFAULT_OCR_ZONE_LANGUAGE,
+  getZoneFieldKey,
+  OCR_BUILTIN_TARGETS,
+  OCR_SUPPORTED_FIELD_TYPES,
+  OcrTemplate,
+  OcrTemplateZone,
+  OcrZoneTarget,
+  OcrZoneTestResult,
+  OcrZoneTransform,
+  ZoneTestRequest,
+} from 'src/app/data/ocr-template'
+import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { User } from 'src/app/data/user'
+import { IfOwnerDirective } from 'src/app/directives/if-owner.directive'
+import { PermissionsService } from 'src/app/services/permissions.service'
+import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
+import { DocumentService } from 'src/app/services/rest/document.service'
+import { OcrTemplateService } from 'src/app/services/rest/ocr-template.service'
+import { UserService } from 'src/app/services/rest/user.service'
+import { SettingsService } from 'src/app/services/settings.service'
+import { ToastService } from 'src/app/services/toast.service'
+import { OcrTemplateEditorZoneListComponent } from './ocr-template-editor-zone-list/ocr-template-editor-zone-list.component'
+import {
+  DisplayRect,
+  DrawingRect,
+  findHandleAt,
+  findZoneAt,
+  getResizeHandles,
+  getZoneColor,
+  getZoneDisplayRect,
+  getZonePage,
+  HANDLE_SIZE,
+  isZoneOnPage,
+  MIN_ZONE_SIZE,
+  MoveStart,
+  moveZone,
+  Point,
+  ResizeHandle,
+  resizeZone,
+} from './zone-geometry'
+
+type ActiveTab = 'template' | 'zones'
+type ZoneFieldSelection = OcrZoneTarget | number | null
+type OverlayInteraction =
+  | { kind: 'idle' }
+  | { kind: 'drawing'; pointerId: number; rect: DrawingRect }
+  | { kind: 'moving'; pointerId: number; zoneIndex: number; start: MoveStart }
+  | {
+      kind: 'resizing'
+      pointerId: number
+      zoneIndex: number
+      handle: ResizeHandle
+    }
+interface ZoneTest {
+  zone: OcrTemplateZone
+  /** The sample document and zone settings the result was produced from. */
+  key: string
+  result: OcrZoneTestResult | null
+}
+
+export const ZONE_TRANSFORM_OPTIONS = [
+  { id: OcrZoneTransform.None, name: $localize`None` },
+  { id: OcrZoneTransform.Strip, name: $localize`Strip whitespace` },
+  { id: OcrZoneTransform.Uppercase, name: $localize`Uppercase` },
+  { id: OcrZoneTransform.Lowercase, name: $localize`Lowercase` },
+  { id: OcrZoneTransform.Numeric, name: $localize`Numeric only` },
+  {
+    id: OcrZoneTransform.StripPunctuation,
+    name: $localize`Remove leading/trailing punctuation`,
+  },
+  { id: OcrZoneTransform.Date, name: $localize`Parse date` },
+  { id: OcrZoneTransform.QrCode, name: $localize`Read QR/barcode` },
+]
+
+export const ZONE_LANGUAGE_OPTIONS = [
+  { id: 'eng', name: $localize`English` },
+  { id: 'deu', name: $localize`German` },
+  { id: 'fra', name: $localize`French` },
+  { id: 'ita', name: $localize`Italian` },
+  { id: 'spa', name: $localize`Spanish` },
+  { id: 'por', name: $localize`Portuguese` },
+  { id: 'nld', name: $localize`Dutch` },
+]
+
+const TEMPLATE_MATCHING_ALGORITHMS = MATCHING_ALGORITHMS.filter(
+  (algorithm) => algorithm.id !== MATCH_AUTO
+)
+
+const NO_OVERLAY_INTERACTION: OverlayInteraction = { kind: 'idle' }
+const RESIZE_CURSOR: Record<ResizeHandle, string> = {
+  nw: 'nw-resize',
+  ne: 'ne-resize',
+  sw: 'sw-resize',
+  se: 'se-resize',
+  n: 'n-resize',
+  s: 's-resize',
+  w: 'w-resize',
+  e: 'e-resize',
+}
+
+@Component({
+  selector: 'pngx-ocr-template-editor',
+  imports: [
+    DocumentLinkComponent,
+    NumberComponent,
+    TextComponent,
+    CheckComponent,
+    SelectComponent,
+    SwitchComponent,
+    CommonModule,
+    FormsModule,
+    NgbNavModule,
+    BootstrapIconComponent,
+    OcrTemplateEditorZoneListComponent,
+    PermissionsFormComponent,
+    IfOwnerDirective,
+  ],
+  templateUrl: './ocr-template-editor.component.html',
+  styleUrls: ['./ocr-template-editor.component.scss'],
+})
+export class OcrTemplateEditorComponent implements OnInit, OnDestroy {
+  public readonly activeModal = inject(NgbActiveModal)
+  private readonly templateService = inject(OcrTemplateService)
+  private readonly customFieldsService = inject(CustomFieldsService)
+  private readonly documentService = inject(DocumentService)
+  private readonly toastService = inject(ToastService)
+  private readonly modalService = inject(NgbModal)
+  private readonly userService = inject(UserService)
+  private readonly settingsService = inject(SettingsService)
+  private readonly permissionsService = inject(PermissionsService)
+  private readonly destroy$ = new Subject<void>()
+  private readonly cancelZoneTest$ = new Subject<void>()
+
+  @Input() object: OcrTemplate
+  @Output() public readonly succeeded = new EventEmitter<OcrTemplate>()
+  @Output() public readonly failed = new EventEmitter()
+
+  @ViewChild('zoneOverlay') overlayRef: ElementRef<SVGSVGElement>
+  imageRef: ElementRef<HTMLImageElement>
+  private previewResizeObserver: ResizeObserver | null = null
+  private readonly overlayScale = signal(1)
+
+  @ViewChild('pageImage')
+  set pageImage(ref: ElementRef<HTMLImageElement> | undefined) {
+    this.previewResizeObserver?.disconnect()
+    this.imageRef = ref
+    if (!ref) return
+    this.previewResizeObserver = new ResizeObserver(() => {
+      const image = ref.nativeElement
+      if (image.naturalWidth && image.clientWidth) {
+        this.overlayScale.set(image.naturalWidth / image.clientWidth)
+      }
+    })
+    this.previewResizeObserver.observe(ref.nativeElement)
+  }
+
+  template: OcrTemplate = {
+    id: null,
+    name: '',
+    match: '',
+    matching_algorithm: MATCH_ANY,
+    is_insensitive: true,
+    sample_document: null,
+    source_width: 0,
+    source_height: 0,
+    enabled: true,
+    combine_formats: {},
+    zones: [],
+  }
+
+  public readonly customFields = signal<CustomField[]>([])
+  public readonly fieldItems = computed<
+    { id: ZoneFieldSelection; name: string }[]
+  >(() => [
+    ...OCR_BUILTIN_TARGETS,
+    ...this.customFields()
+      .filter((field) => OCR_SUPPORTED_FIELD_TYPES.includes(field.data_type))
+      .map((field) => ({ id: field.id, name: field.name })),
+  ])
+  public readonly users = signal<User[]>([])
+  permissionsForm: PermissionsFormObject = {}
+  public readonly OcrZoneTransform = OcrZoneTransform
+  public readonly saving = signal(false)
+
+  /** Bound to the document picker, which works with id arrays. */
+  sampleDocumentIds: number[] = []
+  previewPage = 0
+  public readonly previewPageCount = signal<number | null>(null)
+  public readonly pageLoaded = signal(false)
+  public readonly pageFailed = signal(false)
+  zoom = 1
+
+  get previewDocId(): number | null {
+    return this.sampleDocumentIds[0] ?? null
+  }
+
+  get pageImageUrl(): string | null {
+    return this.previewDocId
+      ? this.templateService.getPageImageUrl(
+          this.previewDocId,
+          this.previewPage
+        )
+      : null
+  }
+
+  get transformOptions() {
+    return ZONE_TRANSFORM_OPTIONS
+  }
+
+  get languageOptions() {
+    return ZONE_LANGUAGE_OPTIONS
+  }
+
+  get matchingAlgorithms() {
+    return TEMPLATE_MATCHING_ALGORITHMS
+  }
+
+  get patternRequired(): boolean {
+    return (
+      this.template.matching_algorithm !== MATCH_AUTO &&
+      this.template.matching_algorithm !== MATCH_NONE
+    )
+  }
+
+  public get previewPageDisplay(): number {
+    return this.previewPage + 1
+  }
+
+  public set previewPageDisplay(value: number) {
+    this.goToPage(value - 1)
+  }
+
+  activeTab: ActiveTab = 'template'
+
+  selectedZoneIndex: number | null = null
+  private overlayInteraction: OverlayInteraction = NO_OVERLAY_INTERACTION
+  overlayCursor = 'crosshair'
+
+  private readonly zoneTest = signal<ZoneTest | null>(null)
+
+  get zoneTestResult(): OcrZoneTestResult | null {
+    return this.isCurrentZoneTest() ? this.zoneTest().result : null
+  }
+
+  get zoneTesting(): boolean {
+    return this.isCurrentZoneTest() && this.zoneTest().result === null
+  }
+
+  get selectedZone(): OcrTemplateZone | null {
+    return this.selectedZoneIndex !== null
+      ? (this.template.zones[this.selectedZoneIndex] ?? null)
+      : null
+  }
+
+  private initialState = ''
+
+  get isDirty(): boolean {
+    return this.editorState() !== this.initialState
+  }
+
+  private editorState(): string {
+    const formats = Object.entries(this.template.combine_formats ?? {}).filter(
+      ([, format]) => format
+    )
+    return JSON.stringify({
+      ...this.template,
+      combine_formats: Object.fromEntries(formats),
+      sample_document: this.previewDocId ?? null,
+      permissions_form: this.permissionsForm,
+    })
+  }
+
+  get dialogTitle(): string {
+    return this.template.id
+      ? $localize`Edit OCR Template`
+      : $localize`New OCR Template`
+  }
+
+  ngOnInit() {
+    this.userService
+      .listAll()
+      .pipe(takeUntil(this.destroy$))
+      .subscribe((r) => this.users.set(r.results))
+    this.customFieldsService
+      .listAll()
+      .pipe(takeUntil(this.destroy$))
+      .subscribe((r) => {
+        this.customFields.set(r.results)
+      })
+
+    if (this.object) {
+      this.template = {
+        ...this.object,
+        zones: this.object.zones.map((zone) => ({ ...zone })),
+        combine_formats: { ...this.object.combine_formats },
+      }
+      if (this.template.sample_document) {
+        this.setSampleDocument([this.template.sample_document])
+      }
+    }
+    const permissions = this.object?.permissions
+    this.permissionsForm = this.object
+      ? {
+          owner: this.object.owner,
+          set_permissions: {
+            view: {
+              users: [...(permissions?.view.users ?? [])],
+              groups: [...(permissions?.view.groups ?? [])],
+            },
+            change: {
+              users: [...(permissions?.change.users ?? [])],
+              groups: [...(permissions?.change.groups ?? [])],
+            },
+          },
+        }
+      : {
+          owner: this.settingsService.get(SETTINGS_KEYS.DEFAULT_PERMS_OWNER),
+          set_permissions: {
+            view: {
+              users: this.settingsService.get(
+                SETTINGS_KEYS.DEFAULT_PERMS_VIEW_USERS
+              ),
+              groups: this.settingsService.get(
+                SETTINGS_KEYS.DEFAULT_PERMS_VIEW_GROUPS
+              ),
+            },
+            change: {
+              users: this.settingsService.get(
+                SETTINGS_KEYS.DEFAULT_PERMS_EDIT_USERS
+              ),
+              groups: this.settingsService.get(
+                SETTINGS_KEYS.DEFAULT_PERMS_EDIT_GROUPS
+              ),
+            },
+          },
+        }
+    this.initialState = this.editorState()
+  }
+
+  setSampleDocument(ids: number[]) {
+    const id = ids.at(-1)
+    this.sampleDocumentIds = id ? [id] : []
+    this.previewPage = 0
+    this.previewPageCount.set(null)
+    this.resetPage()
+    if (!id) return
+    this.documentService
+      .get(id)
+      .pipe(takeUntil(this.destroy$))
+      .subscribe({
+        next: (doc) => {
+          if (this.previewDocId !== id) return
+          this.previewPageCount.set(doc.page_count ?? null)
+        },
+        error: () => {
+          if (this.previewDocId === id) this.pageFailed.set(true)
+        },
+      })
+  }
+
+  private resetPage() {
+    this.stopOverlayInteraction()
+    this.clearZoneTest()
+    this.pageLoaded.set(false)
+    this.pageFailed.set(false)
+  }
+
+  goToPage(page: number) {
+    if (!Number.isFinite(page)) return
+    const pageCount = this.previewPageCount()
+    const max = pageCount ? pageCount - 1 : page
+    const clamped = Math.max(0, Math.min(Math.trunc(page), max))
+    if (clamped === this.previewPage) return
+    this.previewPage = clamped
+    this.resetPage()
+  }
+
+  zoomIn() {
+    this.zoom = Math.min(4, Math.round((this.zoom + 0.25) * 100) / 100)
+  }
+
+  zoomOut() {
+    this.zoom = Math.max(0.5, Math.round((this.zoom - 0.25) * 100) / 100)
+  }
+
+  resetZoom() {
+    this.zoom = 1
+  }
+
+  zonePage(zone: OcrTemplateZone): number {
+    return getZonePage(zone, this.previewPage, this.previewPageCount())
+  }
+
+  isLastPageZone(zone: OcrTemplateZone): boolean {
+    return zone.page === -1
+  }
+
+  setLastPageZone(zone: OcrTemplateZone, lastPage: boolean) {
+    zone.page = lastPage ? -1 : this.previewPage + 1
+  }
+
+  private isOnCurrentPage(zone: OcrTemplateZone): boolean {
+    return isZoneOnPage(zone, this.previewPage, this.previewPageCount())
+  }
+
+  onImageLoad() {
+    this.pageLoaded.set(true)
+    const img = this.imageRef.nativeElement
+    this.template.source_width = img.naturalWidth
+    this.template.source_height = img.naturalHeight
+  }
+
+  onImageError() {
+    this.stopOverlayInteraction()
+    this.pageFailed.set(true)
+  }
+
+  @HostListener('document:keydown.escape')
+  cancelDrawing() {
+    this.stopOverlayInteraction()
+  }
+
+  onOverlayPointerDown(event: PointerEvent) {
+    if (this.saving()) return
+    if (event.button !== 0 || this.overlayInteraction.kind !== 'idle') return
+    const point = this.svgPointFromEvent(event)
+    if (!this.pageLoaded() || !point) return
+    event.preventDefault()
+
+    if (this.selectedZoneIndex !== null) {
+      const handle = this.handleAt(point, this.selectedZoneIndex)
+      if (handle) {
+        this.overlayInteraction = {
+          kind: 'resizing',
+          pointerId: event.pointerId,
+          zoneIndex: this.selectedZoneIndex,
+          handle,
+        }
+        this.overlayRef.nativeElement.setPointerCapture(event.pointerId)
+        return
+      }
+    }
+
+    const clickedIdx = this.zoneIndexAt(point)
+    if (clickedIdx !== null) {
+      this.selectZone(clickedIdx)
+      const zone = this.template.zones[clickedIdx]
+      this.overlayInteraction = {
+        kind: 'moving',
+        pointerId: event.pointerId,
+        zoneIndex: clickedIdx,
+        start: {
+          mouseX: point.x,
+          mouseY: point.y,
+          zoneX: zone.x,
+          zoneY: zone.y,
+        },
+      }
+      this.overlayRef.nativeElement.setPointerCapture(event.pointerId)
+      return
+    }
+
+    // Empty space: start drawing a new zone. A click without a drag just clears
+    // the selection (see onOverlayPointerUp).
+    this.clearZoneTest()
+    this.selectedZoneIndex = null
+    this.overlayInteraction = {
+      kind: 'drawing',
+      pointerId: event.pointerId,
+      rect: {
+        startX: point.x,
+        startY: point.y,
+        endX: point.x,
+        endY: point.y,
+      },
+    }
+    this.overlayRef.nativeElement.setPointerCapture(event.pointerId)
+  }
+
+  onOverlayPointerMove(event: PointerEvent) {
+    if (
+      this.overlayInteraction.kind !== 'idle' &&
+      this.overlayInteraction.pointerId !== event.pointerId
+    )
+      return
+    const point = this.svgPointFromEvent(event)
+    if (!point) return
+
+    if (this.overlayInteraction.kind === 'resizing') {
+      resizeZone(
+        this.template.zones[this.overlayInteraction.zoneIndex],
+        this.overlayInteraction.handle,
+        point,
+        this.imageNaturalSize()
+      )
+      return
+    }
+
+    if (this.overlayInteraction.kind === 'moving') {
+      moveZone(
+        this.template.zones[this.overlayInteraction.zoneIndex],
+        point,
+        this.overlayInteraction.start,
+        this.imageNaturalSize()
+      )
+      return
+    }
+
+    if (this.overlayInteraction.kind === 'drawing') {
+      this.overlayInteraction.rect.endX = point.x
+      this.overlayInteraction.rect.endY = point.y
+      return
+    }
+
+    this.updateOverlayCursor(point)
+  }
+
+  private updateOverlayCursor(point: Point) {
+    if (this.selectedZoneIndex !== null) {
+      const handle = this.handleAt(point, this.selectedZoneIndex)
+      if (handle) {
+        this.overlayCursor = RESIZE_CURSOR[handle]
+        return
+      }
+    }
+    this.overlayCursor = this.zoneIndexAt(point) !== null ? 'move' : 'crosshair'
+  }
+
+  onOverlayPointerUp(event: PointerEvent) {
+    if (this.overlayInteraction.kind === 'idle') return
+    if (this.overlayInteraction.pointerId !== event.pointerId) return
+    this.onOverlayPointerMove(event)
+    const interaction = this.overlayInteraction
+    this.stopOverlayInteraction()
+    if (interaction.kind !== 'drawing') return
+
+    const rect = this.sourceRectFromDrawing(interaction.rect)
+
+    // Ignore tiny accidental clicks.
+    if (rect.w < MIN_ZONE_SIZE || rect.h < MIN_ZONE_SIZE) {
+      return
+    }
+
+    this.template.zones.push(this.createZoneFromRect(rect))
+    this.selectZone(this.template.zones.length - 1)
+  }
+
+  private createZoneFromRect(rect: DisplayRect): OcrTemplateZone {
+    const imageSize = this.imageNaturalSize()
+    return {
+      name: `Zone ${this.template.zones.length + 1}`,
+      target: OcrZoneTarget.CustomField,
+      custom_field: null,
+      x: rect.x,
+      y: rect.y,
+      width: rect.w,
+      height: rect.h,
+      page: this.previewPageDisplay,
+      ocr_language: DEFAULT_OCR_ZONE_LANGUAGE,
+      transform: OcrZoneTransform.Strip,
+      date_format: '',
+      validation_regex: '',
+      order: this.template.zones.length,
+      zone_source_width: imageSize.width,
+      zone_source_height: imageSize.height,
+    }
+  }
+
+  onOverlayPointerCancel(event: PointerEvent) {
+    if (this.overlayInteraction.kind === 'idle') return
+    if (this.overlayInteraction.pointerId !== event.pointerId) return
+    this.stopOverlayInteraction()
+  }
+
+  private stopOverlayInteraction() {
+    const interaction = this.overlayInteraction
+    this.overlayInteraction = NO_OVERLAY_INTERACTION
+    this.overlayCursor = 'crosshair'
+    const overlay = this.overlayRef?.nativeElement
+    if (
+      interaction.kind !== 'idle' &&
+      overlay?.hasPointerCapture(interaction.pointerId)
+    ) {
+      overlay.releasePointerCapture(interaction.pointerId)
+    }
+  }
+
+  drawingRect(): DisplayRect | null {
+    return this.overlayInteraction.kind === 'drawing'
+      ? this.displayRectFromDrawing(this.overlayInteraction.rect)
+      : null
+  }
+
+  /** The zone's rectangle on the overlay, or null if it's on another page. */
+  zoneDisplayRect(zoneIndex: number): DisplayRect | null {
+    const zone = this.template.zones[zoneIndex]
+    if (!this.isOnCurrentPage(zone)) return null
+    return getZoneDisplayRect(zone, this.imageNaturalSize())
+  }
+
+  private handleAt(point: Point, zoneIndex: number): ResizeHandle | null {
+    const rect = this.zoneDisplayRect(zoneIndex)
+    return rect ? findHandleAt(point, rect, this.overlayHandleSize()) : null
+  }
+
+  private zoneIndexAt(point: Point): number | null {
+    return findZoneAt(
+      point,
+      this.template.zones,
+      this.previewPage,
+      this.previewPageCount(),
+      this.imageNaturalSize()
+    )
+  }
+
+  overlayViewBox(): string {
+    const imageSize = this.imageNaturalSize()
+    return `0 0 ${imageSize.width} ${imageSize.height}`
+  }
+
+  public readonly zoneColor = getZoneColor
+
+  zoneLabel(zone: OcrTemplateZone, index: number): string {
+    return zone.name || `Zone ${index + 1}`
+  }
+
+  zoneLabelY(rect: DisplayRect): number {
+    return Math.max(this.overlayUnitSize(14), rect.y - this.overlayUnitSize(4))
+  }
+
+  public readonly resizeHandles = getResizeHandles
+
+  overlayHandleSize(): number {
+    return this.overlayUnitSize(HANDLE_SIZE)
+  }
+
+  overlayFontSize(): number {
+    return this.overlayUnitSize(12)
+  }
+
+  overlayUnitSize(screenPixels: number): number {
+    return screenPixels * this.overlayScale()
+  }
+
+  private svgPointFromEvent(event: MouseEvent): Point | null {
+    const svg = this.overlayRef?.nativeElement
+    const matrix = svg?.getScreenCTM()
+    if (!svg || !matrix) return null
+
+    const point = svg.createSVGPoint()
+    point.x = event.clientX
+    point.y = event.clientY
+
+    const svgPoint = point.matrixTransform(matrix.inverse())
+    const size = this.imageNaturalSize()
+    return {
+      x: Math.max(0, Math.min(svgPoint.x, size.width)),
+      y: Math.max(0, Math.min(svgPoint.y, size.height)),
+    }
+  }
+
+  private displayRectFromDrawing(rect: DrawingRect): DisplayRect {
+    return {
+      x: Math.min(rect.startX, rect.endX),
+      y: Math.min(rect.startY, rect.endY),
+      w: Math.abs(rect.endX - rect.startX),
+      h: Math.abs(rect.endY - rect.startY),
+    }
+  }
+
+  private sourceRectFromDrawing(rect: DrawingRect): DisplayRect {
+    const displayRect = this.displayRectFromDrawing(rect)
+    return {
+      x: Math.round(displayRect.x),
+      y: Math.round(displayRect.y),
+      w: Math.round(displayRect.w),
+      h: Math.round(displayRect.h),
+    }
+  }
+
+  private imageNaturalSize() {
+    const img = this.imageRef.nativeElement
+    return { width: img.naturalWidth, height: img.naturalHeight }
+  }
+
+  removeZone(index: number) {
+    this.stopOverlayInteraction()
+    this.clearZoneTest()
+    this.template.zones.splice(index, 1)
+    if (this.selectedZoneIndex === index) {
+      this.selectedZoneIndex = null
+    } else if (this.selectedZoneIndex > index) {
+      this.selectedZoneIndex--
+    }
+  }
+
+  selectZone(index: number) {
+    this.selectedZoneIndex = index
+    this.activeTab = 'zones'
+    this.clearZoneTest()
+    const zone = this.template.zones[index]
+    if (zone) {
+      this.goToPage(this.zonePage(zone) - 1)
+    }
+  }
+
+  deselectZone() {
+    this.selectedZoneIndex = null
+    this.clearZoneTest()
+  }
+
+  testZone() {
+    const zone = this.selectedZone
+    if (!zone || !this.previewDocId) return
+    this.clearZoneTest()
+    const test: ZoneTest = { zone, key: this.zoneTestKey(zone), result: null }
+    this.zoneTest.set(test)
+    this.templateService
+      .testZone(this.previewDocId, this.zoneTestRequest(zone))
+      .pipe(takeUntil(this.destroy$), takeUntil(this.cancelZoneTest$))
+      .subscribe({
+        next: (res) => this.zoneTest.set({ ...test, result: res }),
+        error: (err) =>
+          this.zoneTest.set({
+            ...test,
+            result: { error: err.error?.error || $localize`Test failed` },
+          }),
+      })
+  }
+
+  private clearZoneTest() {
+    this.cancelZoneTest$.next()
+    this.zoneTest.set(null)
+  }
+
+  /** A result is stale once its zone, settings or sample document change. */
+  private isCurrentZoneTest(): boolean {
+    const test = this.zoneTest()
+    return (
+      test?.zone === this.selectedZone &&
+      test.key === this.zoneTestKey(test.zone)
+    )
+  }
+
+  private zoneTestKey(zone: OcrTemplateZone): string {
+    return JSON.stringify([this.previewDocId, this.zoneTestRequest(zone)])
+  }
+
+  private zoneTestRequest(zone: OcrTemplateZone): ZoneTestRequest {
+    return {
+      name: zone.name,
+      x: zone.x,
+      y: zone.y,
+      width: zone.width,
+      height: zone.height,
+      page: zone.page ?? 1,
+      ocr_language: zone.ocr_language,
+      transform: zone.transform,
+      date_format: zone.date_format,
+      validation_regex: zone.validation_regex,
+      zone_source_width: zone.zone_source_width,
+      zone_source_height: zone.zone_source_height,
+    }
+  }
+
+  save() {
+    if (this.saving()) return
+    this.stopOverlayInteraction()
+    this.saving.set(true)
+    this.pruneCombineFormats()
+    this.template.sample_document = this.previewDocId
+    const payload = this.permissionsService.currentUserOwnsObject(this.object)
+      ? { ...this.template, ...this.permissionsForm }
+      : this.template
+    const obs = this.template.id
+      ? this.templateService.update(payload)
+      : this.templateService.create(payload)
+
+    obs.pipe(takeUntil(this.destroy$)).subscribe({
+      next: (saved) => {
+        this.activeModal.close()
+        this.succeeded.emit(saved)
+      },
+      error: (e) => {
+        this.saving.set(false)
+        this.failed.emit(e)
+      },
+    })
+  }
+
+  // ng-select needs a stable array between change detection runs, so the
+  // split language list is cached per zone until ocr_language changes.
+  private readonly ocrLanguageCache = new WeakMap<
+    OcrTemplateZone,
+    { language: string; languages: string[] }
+  >()
+
+  ocrLanguageArray(zone: OcrTemplateZone): string[] {
+    const language = zone.ocr_language || ''
+    const cached = this.ocrLanguageCache.get(zone)
+    if (cached?.language === language) return cached.languages
+    const languages = language.split('+').filter(Boolean)
+    this.ocrLanguageCache.set(zone, { language, languages })
+    return languages
+  }
+
+  setOcrLanguages(zone: OcrTemplateZone, langs: string[]) {
+    zone.ocr_language = (langs ?? []).join('+')
+  }
+
+  /** The field select's value: a built-in target, or a custom field id. */
+  zoneFieldValue(zone: OcrTemplateZone): ZoneFieldSelection {
+    return zone.target === OcrZoneTarget.CustomField
+      ? zone.custom_field
+      : zone.target
+  }
+
+  setZoneField(zone: OcrTemplateZone, value: ZoneFieldSelection) {
+    if (typeof value === 'string') {
+      zone.target = value
+      zone.custom_field = null
+    } else {
+      zone.target = OcrZoneTarget.CustomField
+      zone.custom_field = value
+    }
+  }
+
+  zonesForField(zone: OcrTemplateZone): OcrTemplateZone[] {
+    const key = getZoneFieldKey(zone)
+    if (!key) return []
+    return this.template.zones.filter((z) => getZoneFieldKey(z) === key)
+  }
+
+  isFieldShared(zone: OcrTemplateZone): boolean {
+    return this.zonesForField(zone).length > 1
+  }
+
+  renameZone(zone: OcrTemplateZone, name: string) {
+    const oldName = zone.name.trim()
+    const format = this.getCombineFormat(zone)
+    if (format) {
+      this.setCombineFormat(
+        zone,
+        format.replace(/\{([^{}]*)\}/g, (token, tokenName: string) =>
+          tokenName.trim() === oldName ? `{${name}}` : token
+        )
+      )
+    }
+    zone.name = name
+  }
+
+  getCombineFormat(zone: OcrTemplateZone): string {
+    return this.template.combine_formats?.[getZoneFieldKey(zone)] ?? ''
+  }
+
+  setCombineFormat(zone: OcrTemplateZone, value: string) {
+    const key = getZoneFieldKey(zone)
+    if (!key) return
+    this.template.combine_formats ??= {}
+    this.template.combine_formats[key] = value
+  }
+
+  defaultCombineFormat(zone: OcrTemplateZone): string {
+    return this.zonesForField(zone)
+      .map((z) => `{${z.name}}`)
+      .join(' ')
+  }
+
+  insertCombineToken(zone: OcrTemplateZone, tokenZone: OcrTemplateZone) {
+    const current = this.getCombineFormat(zone)
+    const sep = current && !current.endsWith(' ') ? ' ' : ''
+    this.setCombineFormat(zone, `${current}${sep}{${tokenZone.name}}`)
+  }
+
+  /** Drop formats that are empty or whose field no longer has several zones. */
+  private pruneCombineFormats() {
+    const formats = this.template.combine_formats
+    if (!formats) return
+    const keys = this.template.zones.map(getZoneFieldKey)
+    for (const [key, format] of Object.entries(formats)) {
+      if (!format || keys.filter((k) => k === key).length < 2) {
+        delete formats[key]
+      }
+    }
+  }
+
+  createField(name?: string) {
+    const zone = this.selectedZone
+    const modal = this.modalService.open(CustomFieldEditDialogComponent)
+    modal.componentInstance.dialogMode.set(EditDialogMode.CREATE)
+    modal.componentInstance.object = { name: name || zone?.name }
+    modal.componentInstance.succeeded
+      .pipe(takeUntil(this.destroy$))
+      .subscribe((field: CustomField) => {
+        this.toastService.showSuccess($localize`Saved field "${field.name}".`)
+        this.customFieldsService.clearCache()
+        this.customFieldsService
+          .listAll()
+          .pipe(takeUntil(this.destroy$))
+          .subscribe((r) => {
+            if (zone && OCR_SUPPORTED_FIELD_TYPES.includes(field.data_type)) {
+              this.setZoneField(zone, field.id)
+            }
+            this.customFields.set(r.results)
+          })
+      })
+    modal.componentInstance.failed
+      .pipe(takeUntil(this.destroy$))
+      .subscribe((e) => {
+        this.toastService.showError($localize`Error saving field.`, e)
+      })
+  }
+
+  ngOnDestroy() {
+    this.previewResizeObserver?.disconnect()
+    this.cancelZoneTest$.complete()
+    this.destroy$.next()
+    this.destroy$.complete()
+  }
+}

src-ui/src/app/components/manage/ocr-templates/ocr-template-editor/zone-geometry.spec.ts

@@ -0,0 +1,197 @@
+import {
+  OcrTemplateZone,
+  OcrZoneTarget,
+  OcrZoneTransform,
+} from 'src/app/data/ocr-template'
+import {
+  findHandleAt,
+  findZoneAt,
+  getResizeHandles,
+  getZoneDisplayRect,
+  getZonePage,
+  isZoneOnPage,
+  moveZone,
+  resizeZone,
+} from './zone-geometry'
+
+function zone(overrides: Partial<OcrTemplateZone> = {}): OcrTemplateZone {
+  return {
+    name: 'Zone',
+    target: OcrZoneTarget.CustomField,
+    custom_field: 1,
+    x: 100,
+    y: 200,
+    width: 300,
+    height: 400,
+    page: 1,
+    ocr_language: 'eng',
+    transform: OcrZoneTransform.Strip,
+    validation_regex: '',
+    order: 0,
+    ...overrides,
+  }
+}
+
+describe('OCR template editor geometry', () => {
+  it('normalizes zone pages', () => {
+    expect(getZonePage(zone({ page: 2 }), 0, 5)).toBe(2)
+    expect(getZonePage(zone({ page: -1 }), 0, 5)).toBe(5)
+    expect(getZonePage(zone({ page: -1 }), 2, null)).toBe(3)
+    expect(getZonePage(zone({ page: 0 }), 0, 5)).toBe(1)
+    expect(getZonePage(zone({ page: undefined }), 0, 5)).toBe(1)
+  })
+
+  it('checks whether a zone is on the current preview page', () => {
+    expect(isZoneOnPage(zone({ page: 2 }), 1, 5)).toBe(true)
+    expect(isZoneOnPage(zone({ page: 2 }), 0, 5)).toBe(false)
+    expect(isZoneOnPage(zone({ page: -1 }), 4, 5)).toBe(true)
+  })
+
+  it('uses natural image coordinates when source dimensions are unset', () => {
+    expect(
+      getZoneDisplayRect(zone({ x: 100, y: 200, width: 300, height: 400 }), {
+        width: 1000,
+        height: 2000,
+      })
+    ).toEqual({ x: 100, y: 200, w: 300, h: 400 })
+  })
+
+  it('uses per-zone source dimensions when present', () => {
+    expect(
+      getZoneDisplayRect(
+        zone({
+          x: 100,
+          y: 100,
+          width: 100,
+          height: 100,
+          zone_source_width: 1000,
+          zone_source_height: 1000,
+        }),
+        { width: 500, height: 750 }
+      )
+    ).toEqual({ x: 50, y: 75, w: 50, h: 75 })
+  })
+
+  it('finds zones from topmost to bottommost on the current page', () => {
+    const zones = [
+      zone({ name: 'first', x: 0, y: 0, width: 100, height: 100, page: 1 }),
+      zone({ name: 'second', x: 0, y: 0, width: 50, height: 50, page: 1 }),
+      zone({ name: 'third', x: 0, y: 0, width: 50, height: 50, page: 2 }),
+    ]
+
+    expect(
+      findZoneAt({ x: 25, y: 25 }, zones, 0, 2, { width: 100, height: 100 })
+    ).toBe(1)
+  })
+
+  it('finds resize handles around a display rect', () => {
+    const rect = { x: 10, y: 20, w: 100, h: 200 }
+
+    expect(findHandleAt({ x: 10, y: 20 }, rect)).toBe('nw')
+    expect(findHandleAt({ x: 110, y: 220 }, rect)).toBe('se')
+    expect(findHandleAt({ x: 60, y: 20 }, rect)).toBe('n')
+    expect(findHandleAt({ x: 90, y: 160 }, rect)).toBeNull()
+    expect(findHandleAt({ x: 19, y: 20 }, rect, 8)).toBeNull()
+    expect(findHandleAt({ x: 19, y: 20 }, rect, 10)).toBe('nw')
+  })
+
+  it('returns no zone when the point is outside every rectangle', () => {
+    expect(
+      findZoneAt({ x: 900, y: 900 }, [zone()], 0, 1, {
+        width: 1000,
+        height: 1000,
+      })
+    ).toBeNull()
+  })
+
+  it('resizes north-west edges while keeping the opposite corner fixed', () => {
+    const z = zone({ x: 100, y: 200, width: 300, height: 400 })
+    resizeZone(z, 'nw', { x: 50, y: 100 }, { width: 1000, height: 1000 })
+    expect(z).toMatchObject({ x: 50, y: 100, width: 350, height: 500 })
+    resizeZone(z, 'nw', { x: 900, y: 900 }, { width: 1000, height: 1000 })
+    expect(z).toMatchObject({ x: 390, y: 590, width: 10, height: 10 })
+  })
+
+  it('clamps resized north-west edges to the source image bounds', () => {
+    const z = zone({
+      x: 50,
+      y: 50,
+      width: 100,
+      height: 100,
+      zone_source_width: 200,
+      zone_source_height: 300,
+    })
+    resizeZone(z, 'nw', { x: -50, y: -50 }, { width: 400, height: 600 })
+    expect(z).toMatchObject({ x: 0, y: 0, width: 150, height: 150 })
+  })
+
+  it('uses the rendered handle positions for hit testing', () => {
+    const rect = { x: 10, y: 20, w: 100, h: 200 }
+    const handles = getResizeHandles(rect)
+
+    expect(handles).toEqual([
+      { handle: 'nw', x: 10, y: 20 },
+      { handle: 'n', x: 60, y: 20 },
+      { handle: 'ne', x: 110, y: 20 },
+      { handle: 'w', x: 10, y: 120 },
+      { handle: 'e', x: 110, y: 120 },
+      { handle: 'sw', x: 10, y: 220 },
+      { handle: 's', x: 60, y: 220 },
+      { handle: 'se', x: 110, y: 220 },
+    ])
+    for (const marker of handles) {
+      expect(findHandleAt(marker, rect)).toBe(marker.handle)
+    }
+  })
+
+  it('moves zones without leaving source image bounds', () => {
+    const z = zone({ x: 50, y: 50, width: 100, height: 100 })
+
+    moveZone(
+      z,
+      { x: 500, y: 500 },
+      { mouseX: 50, mouseY: 50, zoneX: 50, zoneY: 50 },
+      { width: 500, height: 500 }
+    )
+
+    expect(z.x).toBe(400)
+    expect(z.y).toBe(400)
+  })
+
+  it('resizes zones without leaving source image bounds', () => {
+    const z = zone({
+      x: 50,
+      y: 50,
+      width: 100,
+      height: 100,
+      zone_source_width: 200,
+      zone_source_height: 200,
+    })
+
+    resizeZone(z, 'se', { x: 500, y: 500 }, { width: 500, height: 500 })
+
+    expect(z.width).toBe(150)
+    expect(z.height).toBe(150)
+  })
+
+  it('moves zones in their original source coordinates on a different-size preview', () => {
+    const z = zone({
+      x: 50,
+      y: 50,
+      width: 100,
+      height: 100,
+      zone_source_width: 1000,
+      zone_source_height: 2000,
+    })
+
+    moveZone(
+      z,
+      { x: 75, y: 75 },
+      { mouseX: 25, mouseY: 25, zoneX: 50, zoneY: 50 },
+      { width: 500, height: 500 }
+    )
+
+    expect(z.x).toBe(150)
+    expect(z.y).toBe(250)
+  })
+})

src-ui/src/app/components/manage/ocr-templates/ocr-template-editor/zone-geometry.ts

@@ -0,0 +1,204 @@
+import { OcrTemplateZone } from 'src/app/data/ocr-template'
+
+export interface DrawingRect {
+  startX: number
+  startY: number
+  endX: number
+  endY: number
+}
+
+export interface Dimensions {
+  width: number
+  height: number
+}
+
+export interface Point {
+  x: number
+  y: number
+}
+
+export interface DisplayRect {
+  x: number
+  y: number
+  w: number
+  h: number
+}
+
+export interface MoveStart {
+  mouseX: number
+  mouseY: number
+  zoneX: number
+  zoneY: number
+}
+
+export type ResizeHandle = 'n' | 's' | 'e' | 'w' | 'ne' | 'nw' | 'se' | 'sw'
+
+export interface ResizeHandleMarker extends Point {
+  handle: ResizeHandle
+}
+
+export const HANDLE_SIZE = 8
+export const MIN_ZONE_SIZE = 10
+
+const ZONE_COLORS = [
+  '#4f8ff7',
+  '#ff6b6b',
+  '#51cf66',
+  '#ffd43b',
+  '#cc5de8',
+  '#ff922b',
+  '#20c997',
+  '#e599f7',
+]
+
+/** Outline color for a zone, shared by the preview overlay and the zone list. */
+export function getZoneColor(index: number): string {
+  return ZONE_COLORS[index % ZONE_COLORS.length]
+}
+
+export function getZonePage(
+  zone: OcrTemplateZone,
+  previewPage: number,
+  previewPageCount: number | null
+): number {
+  const page = zone.page ?? 1
+  if (page === -1) return previewPageCount ?? previewPage + 1
+  return Math.max(page, 1)
+}
+
+export function isZoneOnPage(
+  zone: OcrTemplateZone,
+  previewPage: number,
+  previewPageCount: number | null
+): boolean {
+  return getZonePage(zone, previewPage, previewPageCount) === previewPage + 1
+}
+
+function getZoneSourceSize(
+  zone: OcrTemplateZone,
+  imageSize: Dimensions
+): Dimensions {
+  return {
+    width: zone.zone_source_width || imageSize.width,
+    height: zone.zone_source_height || imageSize.height,
+  }
+}
+
+export function getZoneDisplayRect(
+  zone: OcrTemplateZone,
+  imageSize: Dimensions
+): DisplayRect {
+  const sourceSize = getZoneSourceSize(zone, imageSize)
+  // The SVG viewBox uses the preview image's natural dimensions.
+  const scaleX = imageSize.width / sourceSize.width
+  const scaleY = imageSize.height / sourceSize.height
+
+  return {
+    x: zone.x * scaleX,
+    y: zone.y * scaleY,
+    w: zone.width * scaleX,
+    h: zone.height * scaleY,
+  }
+}
+
+export function getResizeHandles(rect: DisplayRect): ResizeHandleMarker[] {
+  return [
+    { handle: 'nw', x: rect.x, y: rect.y },
+    { handle: 'n', x: rect.x + rect.w / 2, y: rect.y },
+    { handle: 'ne', x: rect.x + rect.w, y: rect.y },
+    { handle: 'w', x: rect.x, y: rect.y + rect.h / 2 },
+    { handle: 'e', x: rect.x + rect.w, y: rect.y + rect.h / 2 },
+    { handle: 'sw', x: rect.x, y: rect.y + rect.h },
+    { handle: 's', x: rect.x + rect.w / 2, y: rect.y + rect.h },
+    { handle: 'se', x: rect.x + rect.w, y: rect.y + rect.h },
+  ]
+}
+
+export function findHandleAt(
+  point: Point,
+  rect: DisplayRect,
+  handleSize = HANDLE_SIZE
+): ResizeHandle | null {
+  return (
+    getResizeHandles(rect).find(
+      ({ x, y }) =>
+        Math.abs(point.x - x) <= handleSize &&
+        Math.abs(point.y - y) <= handleSize
+    )?.handle ?? null
+  )
+}
+
+export function findZoneAt(
+  point: Point,
+  zones: OcrTemplateZone[],
+  previewPage: number,
+  previewPageCount: number | null,
+  imageSize: Dimensions
+): number | null {
+  for (let i = zones.length - 1; i >= 0; i--) {
+    const zone = zones[i]
+    if (!isZoneOnPage(zone, previewPage, previewPageCount)) continue
+    const rect = getZoneDisplayRect(zone, imageSize)
+
+    if (
+      point.x >= rect.x &&
+      point.x <= rect.x + rect.w &&
+      point.y >= rect.y &&
+      point.y <= rect.y + rect.h
+    ) {
+      return i
+    }
+  }
+
+  return null
+}
+
+export function moveZone(
+  zone: OcrTemplateZone,
+  point: Point,
+  moveStart: MoveStart,
+  imageSize: Dimensions
+) {
+  const sourceSize = getZoneSourceSize(zone, imageSize)
+  const scaleX = sourceSize.width / imageSize.width
+  const scaleY = sourceSize.height / imageSize.height
+  const dx = Math.round((point.x - moveStart.mouseX) * scaleX)
+  const dy = Math.round((point.y - moveStart.mouseY) * scaleY)
+
+  zone.x = clamp(moveStart.zoneX + dx, 0, sourceSize.width - zone.width)
+  zone.y = clamp(moveStart.zoneY + dy, 0, sourceSize.height - zone.height)
+}
+
+export function resizeZone(
+  zone: OcrTemplateZone,
+  handle: ResizeHandle,
+  point: Point,
+  imageSize: Dimensions
+) {
+  const sourceSize = getZoneSourceSize(zone, imageSize)
+  const scaleX = sourceSize.width / imageSize.width
+  const scaleY = sourceSize.height / imageSize.height
+  const imageX = clamp(Math.round(point.x * scaleX), 0, sourceSize.width)
+  const imageY = clamp(Math.round(point.y * scaleY), 0, sourceSize.height)
+
+  if (handle.includes('w')) {
+    const right = Math.min(zone.x + zone.width, sourceSize.width)
+    zone.x = clamp(imageX, 0, right - MIN_ZONE_SIZE)
+    zone.width = right - zone.x
+  }
+  if (handle.includes('e')) {
+    zone.width = Math.max(MIN_ZONE_SIZE, imageX - zone.x)
+  }
+  if (handle.includes('n')) {
+    const bottom = Math.min(zone.y + zone.height, sourceSize.height)
+    zone.y = clamp(imageY, 0, bottom - MIN_ZONE_SIZE)
+    zone.height = bottom - zone.y
+  }
+  if (handle.includes('s')) {
+    zone.height = Math.max(MIN_ZONE_SIZE, imageY - zone.y)
+  }
+}
+
+function clamp(value: number, min: number, max: number): number {
+  return Math.max(min, Math.min(value, max))
+}

src-ui/src/app/components/manage/ocr-templates/ocr-templates.component.html

@@ -0,0 +1,75 @@
+<pngx-page-header
+  title="OCR Templates"
+  i18n-title
+  info="Define extraction zones on document types to automatically populate custom fields via OCR."
+  i18n-info
+  >
+  <button type="button" class="btn btn-sm btn-outline-primary" (click)="editTemplate()" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.OcrTemplate }">
+    <pngx-bs-icon name="plus-circle" class="me-1"></pngx-bs-icon><ng-container i18n>Add Template</ng-container>
+  </button>
+</pngx-page-header>
+
+<ul class="list-group">
+
+  <li class="list-group-item">
+    <div class="row">
+      <div class="col" i18n>Name</div>
+      <div class="col d-none d-sm-flex" i18n>Matching</div>
+      <div class="col d-none d-sm-flex" i18n>Zones</div>
+      <div class="col" i18n>Status</div>
+      <div class="col" i18n>Actions</div>
+    </div>
+  </li>
+
+  @if (loading() && templates().length === 0) {
+    <li class="list-group-item">
+      <output class="spinner-border spinner-border-sm me-2"></output>
+      <ng-container i18n>Loading...</ng-container>
+    </li>
+  }
+
+  @for (template of templates(); track template.id) {
+    <li class="list-group-item">
+      <div class="row fade" [class.show]="show()">
+        <div class="col d-flex align-items-center"><button class="btn btn-link p-0 text-start" type="button" (click)="editTemplate(template)" [disabled]="!userCanEdit(template)">{{template.name}}</button></div>
+        <div class="col d-flex align-items-center d-none d-sm-flex">{{getMatching(template)}}</div>
+        <div class="col d-flex align-items-center d-none d-sm-flex"><code>{{template.zones.length}}</code></div>
+        <div class="col d-flex align-items-center">
+          <div class="form-check form-switch mb-0">
+            <input type="checkbox" class="form-check-input cursor-pointer" [id]="template.id+'_enable'" [(ngModel)]="template.enabled" (change)="toggleTemplateEnabled(template)" [disabled]="!userCanEdit(template)" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.OcrTemplate }">
+            <label class="form-check-label cursor-pointer" [for]="template.id+'_enable'">
+              <code> @if(template.enabled) { <ng-container i18n>Enabled</ng-container> } @else { <span i18n class="text-muted">Disabled</span> }</code>
+            </label>
+          </div>
+        </div>
+        <div class="col">
+
+          <div class="btn-group d-block d-sm-none">
+            <div ngbDropdown container="body" class="d-inline-block">
+              <button type="button" class="btn btn-link" id="actionsMenuMobile{{template.id}}" (click)="$event.stopPropagation()" ngbDropdownToggle>
+                <pngx-bs-icon name="three-dots-vertical"></pngx-bs-icon>
+              </button>
+              <div ngbDropdownMenu aria-labelledby="actionsMenuMobile{{template.id}}">
+                <button (click)="editTemplate(template)" [disabled]="!userCanEdit(template)" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.OcrTemplate }" ngbDropdownItem i18n>Edit</button>
+                <button (click)="deleteTemplate(template)" [disabled]="!permissionsService.currentUserOwnsObject(template)" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.OcrTemplate }" ngbDropdownItem i18n>Delete</button>
+              </div>
+            </div>
+          </div>
+          <div class="btn-toolbar d-none d-sm-flex gap-2" role="toolbar">
+            <div class="btn-group">
+              <button *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.OcrTemplate }" [disabled]="!userCanEdit(template)" class="btn btn-sm btn-outline-secondary" type="button" (click)="editTemplate(template)">
+                <pngx-bs-icon width="1em" height="1em" name="pencil" class="me-1"></pngx-bs-icon><ng-container i18n>Edit</ng-container>
+              </button>
+              <button *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.OcrTemplate }" [disabled]="!permissionsService.currentUserOwnsObject(template)" class="btn btn-sm btn-outline-danger" type="button" (click)="deleteTemplate(template)">
+                <pngx-bs-icon width="1em" height="1em" name="trash" class="me-1"></pngx-bs-icon><ng-container i18n>Delete</ng-container>
+              </button>
+            </div>
+          </div>
+        </div>
+      </div>
+    </li>
+  }
+  @if (!loading() && templates().length === 0) {
+    <li class="list-group-item" [class.show]="show()" i18n>No OCR templates defined.</li>
+  }
+</ul>

src-ui/src/app/components/manage/ocr-templates/ocr-templates.component.spec.ts

@@ -0,0 +1,300 @@
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { By } from '@angular/platform-browser'
+import { NgbModal, NgbModalRef } from '@ng-bootstrap/ng-bootstrap'
+import { of, throwError } from 'rxjs'
+import { MATCH_LITERAL, MATCH_NONE } from 'src/app/data/matching-model'
+import { OcrTemplate } from 'src/app/data/ocr-template'
+import { User } from 'src/app/data/user'
+import { DirtyFormGuard } from 'src/app/guards/dirty-form.guard'
+import { PermissionsService } from 'src/app/services/permissions.service'
+import { OcrTemplateService } from 'src/app/services/rest/ocr-template.service'
+import { UserService } from 'src/app/services/rest/user.service'
+import { ToastService } from 'src/app/services/toast.service'
+import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
+import { OcrTemplateEditorComponent } from './ocr-template-editor/ocr-template-editor.component'
+import { OcrTemplatesComponent } from './ocr-templates.component'
+import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
+
+const templates: OcrTemplate[] = [
+  {
+    id: 1,
+    name: 'Invoices',
+    match: 'Northwind',
+    matching_algorithm: MATCH_LITERAL,
+    sample_document: null,
+    source_width: 0,
+    source_height: 0,
+    enabled: true,
+    zones: [],
+  },
+]
+
+describe('OcrTemplatesComponent', () => {
+  let component: OcrTemplatesComponent
+  let fixture: ComponentFixture<OcrTemplatesComponent>
+  let ocrTemplateService: OcrTemplateService
+  let modalService: NgbModal
+  let toastService: ToastService
+  let modal: NgbModalRef
+
+  beforeEach(() => {
+    TestBed.configureTestingModule({
+      imports: [OcrTemplatesComponent, BootstrapIconComponent],
+      providers: [
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
+    })
+
+    TestBed.inject(PermissionsService).initialize(
+      [
+        'view_ocrtemplate',
+        'add_ocrtemplate',
+        'change_ocrtemplate',
+        'delete_ocrtemplate',
+      ],
+      { id: 1, groups: [], is_superuser: false } as User
+    )
+    jest
+      .spyOn(TestBed.inject(UserService), 'listAll')
+      .mockReturnValue(of({ count: 0, all: [], results: [] }))
+
+    ocrTemplateService = TestBed.inject(OcrTemplateService)
+    jest
+      .spyOn(ocrTemplateService, 'listAll')
+      .mockReturnValue(of({ count: 1, all: [1], results: templates }))
+    modalService = TestBed.inject(NgbModal)
+    modalService.activeInstances.subscribe((m) => (modal = m[m.length - 1]))
+    toastService = TestBed.inject(ToastService)
+    fixture = TestBed.createComponent(OcrTemplatesComponent)
+    component = fixture.componentInstance
+    fixture.detectChanges()
+  })
+
+  afterEach(() => modalService.dismissAll())
+
+  it('should show templates with their matching', () => {
+    const text = fixture.nativeElement.textContent
+    expect(text).toContain('Invoices')
+    expect(text).toContain('Exact match: Northwind')
+
+    expect(
+      component.getMatching({ ...templates[0], matching_algorithm: MATCH_NONE })
+    ).toEqual('None')
+    expect(component.getMatching({ ...templates[0], match: '' })).toEqual('-')
+  })
+
+  it.each([
+    {
+      name: 'owned',
+      owner: 1,
+      user_can_change: true,
+      editable: true,
+      deletable: true,
+    },
+    {
+      name: 'unowned',
+      owner: null,
+      user_can_change: true,
+      editable: true,
+      deletable: true,
+    },
+    {
+      name: 'view-only shared',
+      owner: 2,
+      user_can_change: false,
+      editable: false,
+      deletable: false,
+    },
+    {
+      name: 'editable shared',
+      owner: 2,
+      user_can_change: true,
+      editable: true,
+      deletable: false,
+    },
+  ])(
+    'should respect permissions for $name templates',
+    async ({ owner, user_can_change, editable, deletable }) => {
+      const template = { ...templates[0], owner, user_can_change }
+      component.templates.set([template])
+      fixture.detectChanges()
+      await fixture.whenStable()
+
+      expect(fixture.nativeElement.querySelector('.text-start').disabled).toBe(
+        !editable
+      )
+      expect(
+        fixture.nativeElement.querySelector('.form-switch input').disabled
+      ).toBe(!editable)
+      const buttons = Array.from<HTMLButtonElement>(
+        fixture.nativeElement.querySelectorAll('button')
+      )
+      for (const button of buttons.filter(
+        (button) => button.textContent.trim() === 'Edit'
+      )) {
+        expect(button.disabled).toBe(!editable)
+      }
+      for (const button of buttons.filter(
+        (button) => button.textContent.trim() === 'Delete'
+      )) {
+        expect(button.disabled).toBe(!deletable)
+      }
+    }
+  )
+
+  it('should allow a superuser to manage another users template', () => {
+    TestBed.inject(PermissionsService).initialize([], {
+      id: 1,
+      is_superuser: true,
+    } as User)
+    component.templates.set([
+      { ...templates[0], owner: 2, user_can_change: false },
+    ])
+    fixture.detectChanges()
+    expect(fixture.nativeElement.querySelector('.text-start').disabled).toBe(
+      false
+    )
+    expect(
+      fixture.nativeElement.querySelector('.btn-outline-danger').disabled
+    ).toBe(false)
+  })
+
+  it('should not open mutation dialogs or patch a view-only template', () => {
+    const template = { ...templates[0], owner: 2, user_can_change: false }
+    const open = jest.spyOn(modalService, 'open')
+    const patch = jest.spyOn(ocrTemplateService, 'patch')
+    component.editTemplate(template)
+    component.toggleTemplateEnabled(template)
+    component.deleteTemplate(template)
+    expect(open).not.toHaveBeenCalled()
+    expect(patch).not.toHaveBeenCalled()
+  })
+
+  it('should require global edit permission even for an owned template', () => {
+    TestBed.inject(PermissionsService).initialize(['view_ocrtemplate'], {
+      id: 1,
+    } as User)
+    fixture.destroy()
+    fixture = TestBed.createComponent(OcrTemplatesComponent)
+    component = fixture.componentInstance
+    fixture.detectChanges()
+    expect(fixture.nativeElement.querySelector('.text-start').disabled).toBe(
+      true
+    )
+    expect(fixture.nativeElement.querySelector('.form-switch input')).toBeNull()
+  })
+
+  it('should support create, show notification on error / success', () => {
+    const toastErrorSpy = jest.spyOn(toastService, 'showError')
+    const toastSuccessSpy = jest.spyOn(toastService, 'showSuccess')
+    const reloadSpy = jest.spyOn(component, 'reload')
+
+    fixture.debugElement
+      .queryAll(By.css('pngx-page-header button'))
+      .find((button) => button.nativeElement.textContent.includes('Add'))
+      .triggerEventHandler('click')
+
+    const editor = modal.componentInstance as OcrTemplateEditorComponent
+    expect(editor).toBeInstanceOf(OcrTemplateEditorComponent)
+    expect(editor.object).toBeUndefined()
+
+    editor.failed.emit({ error: 'error creating template' })
+    expect(toastErrorSpy).toHaveBeenCalled()
+    expect(reloadSpy).not.toHaveBeenCalled()
+
+    editor.succeeded.emit(templates[0])
+    expect(toastSuccessSpy).toHaveBeenCalled()
+    expect(reloadSpy).toHaveBeenCalled()
+  })
+
+  it('should pass the template to the editor', () => {
+    component.editTemplate(templates[0])
+    expect(modal.componentInstance.object).toBe(templates[0])
+  })
+
+  it('should confirm closing the editor with unsaved changes', async () => {
+    const confirmSpy = jest
+      .spyOn(TestBed.inject(DirtyFormGuard), 'confirmChanges')
+      .mockReturnValue(of(false))
+    component.editTemplate()
+    const editor = modal.componentInstance as OcrTemplateEditorComponent
+    editor.ngOnInit()
+
+    modal.dismiss()
+    await fixture.whenStable()
+    expect(confirmSpy).not.toHaveBeenCalled()
+
+    component.editTemplate()
+    const dirtyEditor = modal.componentInstance as OcrTemplateEditorComponent
+    dirtyEditor.ngOnInit()
+    dirtyEditor.template.name = 'Changed'
+    modal.dismiss()
+    await fixture.whenStable()
+    expect(confirmSpy).toHaveBeenCalled()
+    expect(modalService.hasOpenModals()).toBe(true)
+
+    dirtyEditor.saving.set(true)
+    confirmSpy.mockClear()
+    modal.dismiss()
+    await fixture.whenStable()
+    expect(confirmSpy).not.toHaveBeenCalled()
+    expect(modalService.hasOpenModals()).toBe(true)
+  })
+
+  it('should only send the enabled flag when toggling', () => {
+    const patchSpy = jest
+      .spyOn(ocrTemplateService, 'patch')
+      .mockReturnValueOnce(throwError(() => new Error('error toggling')))
+      .mockReturnValueOnce(of(templates[0]))
+    const toastErrorSpy = jest.spyOn(toastService, 'showError')
+    const toastSuccessSpy = jest.spyOn(toastService, 'showSuccess')
+    const reloadSpy = jest.spyOn(component, 'reload')
+
+    const toggle = fixture.debugElement.query(By.css('.form-switch input'))
+    toggle.nativeElement.click()
+    expect(patchSpy).toHaveBeenCalledWith({ id: 1, enabled: false })
+    expect(toastErrorSpy).toHaveBeenCalled()
+    expect(reloadSpy).toHaveBeenCalledTimes(1)
+
+    component.toggleTemplateEnabled(templates[0])
+    expect(toastSuccessSpy).toHaveBeenCalled()
+    expect(reloadSpy).toHaveBeenCalledTimes(2)
+  })
+
+  it('should support delete, show notification on error / success', () => {
+    const toastErrorSpy = jest.spyOn(toastService, 'showError')
+    const toastSuccessSpy = jest.spyOn(toastService, 'showSuccess')
+    const deleteSpy = jest.spyOn(ocrTemplateService, 'delete')
+    const reloadSpy = jest.spyOn(component, 'reload')
+
+    component.deleteTemplate(templates[0])
+    const dialog = modal.componentInstance as ConfirmDialogComponent
+
+    deleteSpy.mockReturnValueOnce(throwError(() => new Error('error deleting')))
+    dialog.confirmClicked.emit()
+    expect(toastErrorSpy).toHaveBeenCalled()
+    expect(dialog.buttonsEnabled()).toBe(true)
+    expect(reloadSpy).not.toHaveBeenCalled()
+
+    deleteSpy.mockReturnValueOnce(of(true))
+    dialog.confirmClicked.emit()
+    expect(toastSuccessSpy).toHaveBeenCalled()
+    expect(reloadSpy).toHaveBeenCalled()
+  })
+
+  it.each([true, false])(
+    'reports the enabled state %s after the update succeeds',
+    (enabled) => {
+      const template = { ...templates[0], enabled }
+      jest.spyOn(ocrTemplateService, 'patch').mockReturnValue(of(template))
+      const toast = jest.spyOn(toastService, 'showSuccess')
+      component.toggleTemplateEnabled(template)
+      expect(toast).toHaveBeenCalledWith(
+        `${enabled ? 'Enabled' : 'Disabled'} OCR template "${template.name}"`
+      )
+    }
+  )
+})

src-ui/src/app/components/manage/ocr-templates/ocr-templates.component.ts

@@ -0,0 +1,185 @@
+import { Component, OnInit, inject, signal } from '@angular/core'
+import { FormsModule } from '@angular/forms'
+import { NgbDropdownModule, NgbModal } from '@ng-bootstrap/ng-bootstrap'
+import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
+import { firstValueFrom, takeUntil, tap } from 'rxjs'
+import { MATCH_NONE, MATCHING_ALGORITHMS } from 'src/app/data/matching-model'
+import { OcrTemplate } from 'src/app/data/ocr-template'
+import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
+import { DirtyFormGuard } from 'src/app/guards/dirty-form.guard'
+import {
+  PermissionAction,
+  PermissionType,
+  PermissionsService,
+} from 'src/app/services/permissions.service'
+import { OcrTemplateService } from 'src/app/services/rest/ocr-template.service'
+import { ToastService } from 'src/app/services/toast.service'
+import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
+import { PageHeaderComponent } from '../../common/page-header/page-header.component'
+import { LoadingComponentWithPermissions } from '../../loading-component/loading.component'
+import { OcrTemplateEditorComponent } from './ocr-template-editor/ocr-template-editor.component'
+
+@Component({
+  selector: 'pngx-ocr-templates',
+  templateUrl: './ocr-templates.component.html',
+  imports: [
+    PageHeaderComponent,
+    IfPermissionsDirective,
+    FormsModule,
+    NgbDropdownModule,
+    BootstrapIconComponent,
+  ],
+})
+export class OcrTemplatesComponent
+  extends LoadingComponentWithPermissions
+  implements OnInit
+{
+  private readonly ocrTemplateService = inject(OcrTemplateService)
+  public readonly permissionsService = inject(PermissionsService)
+  private readonly modalService = inject(NgbModal)
+  private readonly dirtyFormGuard = inject(DirtyFormGuard)
+  private readonly toastService = inject(ToastService)
+
+  public readonly templates = signal<OcrTemplate[]>([])
+
+  ngOnInit() {
+    this.reload()
+  }
+
+  reload() {
+    this.loading.set(true)
+    this.ocrTemplateService
+      .listAll()
+      .pipe(
+        takeUntil(this.unsubscribeNotifier),
+        tap((r) => this.templates.set(r.results))
+      )
+      .subscribe(() => {
+        this.show.set(true)
+        this.loading.set(false)
+      })
+  }
+
+  getMatching(template: OcrTemplate): string {
+    if (template.matching_algorithm === MATCH_NONE) {
+      return $localize`None`
+    }
+    if (!template.match) {
+      return '-'
+    }
+    const algorithm = MATCHING_ALGORITHMS.find(
+      (a) => a.id === template.matching_algorithm
+    )
+    return `${algorithm?.shortName}: ${template.match}`
+  }
+
+  editTemplate(template?: OcrTemplate) {
+    if (template && !this.userCanEdit(template)) return
+    const modal = this.modalService.open(OcrTemplateEditorComponent, {
+      backdrop: 'static',
+      keyboard: false,
+      size: 'xxl',
+      fullscreen: 'lg',
+      scrollable: true,
+      ariaLabelledBy: 'ocr-template-editor-title',
+      beforeDismiss: () => {
+        const editor: OcrTemplateEditorComponent = modal.componentInstance
+        if (editor.saving()) return false
+        if (!editor.isDirty) return true
+        return firstValueFrom(
+          this.dirtyFormGuard.confirmChanges(undefined, $localize`Close`)
+        )
+      },
+    })
+    modal.componentInstance.object = template
+    modal.componentInstance.succeeded
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe((saved: OcrTemplate) => {
+        this.toastService.showSuccess(
+          $localize`Saved OCR template "${saved.name}".`
+        )
+        this.ocrTemplateService.clearCache()
+        this.reload()
+      })
+    modal.componentInstance.failed
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe((e) => {
+        this.toastService.showError($localize`Error saving OCR template.`, e)
+      })
+  }
+
+  toggleTemplateEnabled(template: OcrTemplate) {
+    if (!this.userCanEdit(template)) return
+    this.ocrTemplateService
+      .patch({ id: template.id, enabled: template.enabled } as OcrTemplate)
+      .subscribe({
+        next: () => {
+          this.toastService.showSuccess(
+            template.enabled
+              ? $localize`Enabled OCR template "${template.name}"`
+              : $localize`Disabled OCR template "${template.name}"`
+          )
+          this.reload()
+        },
+        error: (e) => {
+          this.toastService.showError(
+            $localize`Error toggling OCR template "${template.name}".`,
+            e
+          )
+          this.reload()
+        },
+      })
+  }
+
+  deleteTemplate(template: OcrTemplate) {
+    if (
+      !this.permissionsService.currentUserCan(
+        PermissionAction.Delete,
+        PermissionType.OcrTemplate
+      ) ||
+      !this.permissionsService.currentUserOwnsObject(template)
+    )
+      return
+    const modal = this.modalService.open(ConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    modal.componentInstance.title = $localize`Confirm delete OCR template`
+    modal.componentInstance.messageBold = $localize`This operation will permanently delete this OCR template.`
+    modal.componentInstance.message = $localize`This operation cannot be undone.`
+    modal.componentInstance.btnClass = 'btn-danger'
+    modal.componentInstance.btnCaption = $localize`Proceed`
+    modal.componentInstance.confirmClicked.subscribe(() => {
+      modal.componentInstance.buttonsEnabled.set(false)
+      this.ocrTemplateService.delete(template).subscribe({
+        next: () => {
+          modal.close()
+          this.toastService.showSuccess(
+            $localize`Deleted OCR template "${template.name}".`
+          )
+          this.ocrTemplateService.clearCache()
+          this.reload()
+        },
+        error: (e) => {
+          modal.componentInstance.buttonsEnabled.set(true)
+          this.toastService.showError(
+            $localize`Error deleting OCR template "${template.name}".`,
+            e
+          )
+        },
+      })
+    })
+  }
+
+  userCanEdit(template: OcrTemplate): boolean {
+    return (
+      this.permissionsService.currentUserCan(
+        PermissionAction.Change,
+        PermissionType.OcrTemplate
+      ) &&
+      this.permissionsService.currentUserHasObjectPermissions(
+        PermissionAction.Change,
+        template
+      )
+    )
+  }
+}

src-ui/src/app/data/bulk-operation.ts

@@ -0,0 +1,13 @@
+import { PaperlessTaskStatus } from './paperless-task'
+
+export interface BulkOperationResponse {
+  result: string
+  task_id: string
+}
+
+export interface BulkOperationStatus {
+  task_id: string
+  operation: string
+  status: PaperlessTaskStatus
+  error?: string
+}

src-ui/src/app/data/document-note.ts

@@ -1,8 +1,14 @@
 import { ObjectWithId } from './object-with-id'
 import { User } from './user'
 
+export enum NoteFormat {
+  Plain = 'plain',
+  Markdown = 'markdown',
+}
+
 export interface DocumentNote extends ObjectWithId {
   created?: Date
   note?: string
   user?: User
+  format?: NoteFormat
 }

src-ui/src/app/data/ocr-template.ts

@@ -0,0 +1,115 @@
+import { CustomFieldDataType } from './custom-field'
+import { MatchingModel } from './matching-model'
+import { ObjectWithPermissions } from './object-with-permissions'
+
+export enum OcrZoneTarget {
+  CustomField = 'custom_field',
+  Title = 'title',
+  Asn = 'asn',
+  Created = 'created',
+}
+
+export enum OcrZoneTransform {
+  None = 'none',
+  Strip = 'strip',
+  Uppercase = 'uppercase',
+  Lowercase = 'lowercase',
+  Numeric = 'numeric',
+  StripPunctuation = 'strip_punctuation',
+  Date = 'date',
+  QrCode = 'qr_code',
+}
+
+export const DEFAULT_OCR_ZONE_LANGUAGE = 'eng'
+
+/** The field a zone writes to, keyed by OcrTemplate.combine_formats. */
+export function getZoneFieldKey(zone: OcrTemplateZone): string | null {
+  if (zone.target !== OcrZoneTarget.CustomField) return zone.target
+  return zone.custom_field === null ? null : String(zone.custom_field)
+}
+
+/** Custom field types zone OCR can write to. See models.py OCR_SUPPORTED_FIELD_TYPES. */
+export const OCR_SUPPORTED_FIELD_TYPES: CustomFieldDataType[] = [
+  CustomFieldDataType.String,
+  CustomFieldDataType.Url,
+  CustomFieldDataType.Date,
+  CustomFieldDataType.Integer,
+  CustomFieldDataType.Float,
+  CustomFieldDataType.Monetary,
+  CustomFieldDataType.LongText,
+  CustomFieldDataType.Boolean,
+]
+
+export const OCR_BUILTIN_TARGETS = [
+  { id: OcrZoneTarget.Title, name: $localize`Title` },
+  { id: OcrZoneTarget.Asn, name: $localize`Archive serial number` },
+  { id: OcrZoneTarget.Created, name: $localize`Date created` },
+]
+
+export interface OcrTemplateZone {
+  id?: number
+  name: string
+  target: OcrZoneTarget
+  custom_field: number | null
+  page?: number
+  x: number
+  y: number
+  width: number
+  height: number
+  ocr_language: string
+  transform: OcrZoneTransform
+  date_format?: string
+  validation_regex: string
+  order: number
+  zone_source_width?: number
+  zone_source_height?: number
+}
+
+export interface OcrTemplate extends MatchingModel, ObjectWithPermissions {
+  name: string
+  sample_document: number | null
+  source_width: number
+  source_height: number
+  enabled: boolean
+  combine_formats?: Record<string, string>
+  created?: string
+  updated?: string
+  zones: OcrTemplateZone[]
+}
+
+export interface ZoneTestRequest {
+  name: string
+  x: number
+  y: number
+  width: number
+  height: number
+  page: number
+  ocr_language: string
+  transform: OcrZoneTransform
+  date_format?: string
+  validation_regex: string
+  zone_source_width?: number
+  zone_source_height?: number
+}
+
+export interface OcrZoneTestResult {
+  raw_text?: string | null
+  value?: string | null
+  regex?: string
+  regex_match?: boolean | null
+  error?: string
+}
+
+export interface OcrZoneRunResult {
+  template: string
+  zone: string
+  custom_field: string
+  value: string | number | boolean | null
+  reason?: string | null
+}
+
+export interface OcrZoneRunResponse {
+  status: 'completed' | 'skipped'
+  reason?: 'no_template'
+  results: OcrZoneRunResult[]
+}

src-ui/src/app/data/ui-settings.ts

@@ -35,6 +35,7 @@ export enum HideableSidebarItemID {
   SavedViews = 'saved_views',
   ShareLinks = 'share_links',
   Workflows = 'workflows',
+  OcrTemplates = 'ocr_templates',
   Mail = 'mail',
   Documentation = 'documentation',
 }

src-ui/src/app/data/workflow-trigger.ts

@@ -12,6 +12,7 @@ export enum WorkflowTriggerType {
   DocumentAdded = 2,
   DocumentUpdated = 3,
   Scheduled = 4,
+  Manual = 5,
 }
 
 export enum ScheduleDateField {

src-ui/src/app/guards/dirty-form.guard.ts

@@ -3,12 +3,16 @@ import { NgbModal } from '@ng-bootstrap/ng-bootstrap'
 import { DirtyCheckGuard } from '@ngneat/dirty-check-forms'
 import { Observable, Subject } from 'rxjs'
 import { ConfirmDialogComponent } from 'src/app/components/common/confirm-dialog/confirm-dialog.component'
+import { ActivatedRouteSnapshot } from '@angular/router'
 
 @Injectable({ providedIn: 'root' })
 export class DirtyFormGuard extends DirtyCheckGuard {
   private modalService = inject(NgbModal)
 
-  confirmChanges(): Observable<boolean> {
+  confirmChanges(
+    _currentRoute?: ActivatedRouteSnapshot,
+    leaveLabel: string = $localize`Leave page`
+  ): Observable<boolean> {
     let modal = this.modalService.open(ConfirmDialogComponent, {
       backdrop: 'static',
     })
@@ -16,7 +20,7 @@ export class DirtyFormGuard extends DirtyCheckGuard {
     modal.componentInstance.messageBold = $localize`You have unsaved changes.`
     modal.componentInstance.message = $localize`Are you sure you want to leave?`
     modal.componentInstance.btnClass = 'btn-warning'
-    modal.componentInstance.btnCaption = $localize`Leave page`
+    modal.componentInstance.btnCaption = leaveLabel
     modal.componentInstance.confirmClicked.subscribe(() => {
       modal.componentInstance.buttonsEnabled.set(false)
       modal.close()

src-ui/src/app/services/document-list-view.service.spec.ts

@@ -124,6 +124,42 @@ describe('DocumentListViewService', () => {
     })
   })
 
+  it.each([false, true])(
+    'preserves the current route on a background refresh (saved view: %s)',
+    (savedView) => {
+      if (savedView) documentListViewService.activateSavedView(view)
+      const navigate = jest.mocked(router.navigate)
+      navigate.mockClear()
+      documentListViewService.reload(null, false)
+      httpTestingController
+        .expectOne((req) => req.url === `${environment.apiBaseUrl}documents/`)
+        .flush(full_results)
+      expect(documentListViewService.documents).toEqual(full_results.results)
+      expect(navigate).not.toHaveBeenCalled()
+    }
+  )
+
+  it('preserves the route when a background refresh falls back to the first page', () => {
+    jest
+      .spyOn(documentListViewService, 'saveDocumentListView')
+      .mockImplementation(() => {})
+    documentListViewService.currentPage = 2
+    httpTestingController
+      .expectOne((req) => req.url === `${environment.apiBaseUrl}documents/`)
+      .flush(full_results)
+    const navigate = jest.mocked(router.navigate)
+    navigate.mockClear()
+    documentListViewService.reload(null, false)
+    httpTestingController
+      .expectOne((req) => req.url === `${environment.apiBaseUrl}documents/`)
+      .flush('Not found', { status: 404, statusText: 'Not found' })
+    httpTestingController
+      .expectOne((req) => req.url === `${environment.apiBaseUrl}documents/`)
+      .flush(full_results)
+    expect(documentListViewService.currentPage).toBe(1)
+    expect(navigate).not.toHaveBeenCalled()
+  })
+
   it('should reload the list', () => {
     expect(documentListViewService.currentPage).toEqual(1)
     documentListViewService.reload()

src-ui/src/app/services/document-list-view.service.ts

@@ -380,7 +380,7 @@ export class DocumentListViewService {
               queryParams: paramsFromViewState(activeListViewState),
               replaceUrl: !this.router.routerState.snapshot.url.includes('?'), // in case navigating from params-less /documents
             })
-          } else if (this._activeSavedViewId) {
+          } else if (updateQueryParams && this._activeSavedViewId) {
             this.router.navigate([], {
               queryParams: paramsFromViewState(activeListViewState, true),
               queryParamsHandling: 'merge',
@@ -399,7 +399,7 @@ export class DocumentListViewService {
             // this happens when applying a filter: the current page might not be available anymore due to the reduced result set.
             activeListViewState.currentPage = 1
             this.markChanged()
-            this.reload()
+            this.reload(onFinish, updateQueryParams)
           } else if (
             activeListViewState.sortField.indexOf('custom_field') === 0 &&
             !this.settings

src-ui/src/app/services/permissions.service.spec.ts

@@ -283,6 +283,10 @@ describe('PermissionsService', () => {
         'view_workflow',
         'change_workflow',
         'delete_workflow',
+        'add_ocrtemplate',
+        'view_ocrtemplate',
+        'change_ocrtemplate',
+        'delete_ocrtemplate',
         'add_customfield',
         'view_customfield',
         'change_customfield',

src-ui/src/app/services/permissions.service.ts

@@ -29,6 +29,7 @@ export enum PermissionType {
   ShareLinkBundle = '%s_sharelinkbundle',
   CustomField = '%s_customfield',
   Workflow = '%s_workflow',
+  OcrTemplate = '%s_ocrtemplate',
   ProcessedMail = '%s_processedmail',
   GlobalStatistics = '%s_global_statistics',
   SystemMonitoring = '%s_system_monitoring',

src-ui/src/app/services/rest/document-notes.service.spec.ts

@@ -1,6 +1,7 @@
 import { HttpTestingController } from '@angular/common/http/testing'
 import { TestBed } from '@angular/core/testing'
 import { Subscription } from 'rxjs'
+import { NoteFormat } from 'src/app/data/document-note'
 import { environment } from 'src/environments/environment'
 import { commonAbstractPaperlessServiceTests } from './abstract-paperless-service.spec'
 import { DocumentNotesService } from './document-notes.service'
@@ -50,6 +51,7 @@ describe(`Additional service tests for DocumentNotesService`, () => {
     expect(req.request.method).toEqual('POST')
     expect(req.request.body).toEqual({
       note: content,
+      format: NoteFormat.Markdown,
     })
   })
 

src-ui/src/app/services/rest/document-notes.service.ts

@@ -1,7 +1,7 @@
 import { HttpParams } from '@angular/common/http'
 import { Injectable } from '@angular/core'
 import { Observable } from 'rxjs'
-import { DocumentNote } from 'src/app/data/document-note'
+import { DocumentNote, NoteFormat } from 'src/app/data/document-note'
 import { AbstractPaperlessService } from './abstract-paperless-service'
 
 @Injectable({
@@ -22,6 +22,7 @@ export class DocumentNotesService extends AbstractPaperlessService<DocumentNote>
   addNote(id: number, note: string): Observable<DocumentNote[]> {
     return this.http.post<DocumentNote[]>(this.getResourceUrl(id, 'notes'), {
       note: note,
+      format: NoteFormat.Markdown,
     })
   }
 

src-ui/src/app/services/rest/document.service.spec.ts

@@ -248,6 +248,7 @@ describe(`DocumentService`, () => {
     )
     expect(req.request.method).toEqual('POST')
     expect(req.request.body).toEqual({
+      from_webui: true,
       documents: ids,
       method,
       parameters,
@@ -271,6 +272,7 @@ describe(`DocumentService`, () => {
     )
     expect(req.request.method).toEqual('POST')
     expect(req.request.body).toEqual({
+      from_webui: true,
       all: true,
       filters: { title__icontains: 'apple' },
       excluded_documents: [2, 3],
@@ -563,6 +565,20 @@ describe(`DocumentService`, () => {
 
     req.flush('task-id')
   })
+
+  it('should call appropriate api endpoint for running zone OCR', () => {
+    const url = `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/run-zone-ocr/`
+    subscription = service.runZoneOcr(documents[0].id).subscribe()
+    let req = httpTestingController.expectOne(url)
+    expect(req.request.method).toEqual('POST')
+    expect(req.request.body).toEqual({})
+    req.flush({ status: 'completed', results: [] })
+
+    subscription = service.runZoneOcr(documents[0].id, 3, 10).subscribe()
+    req = httpTestingController.expectOne(`${url}?version=10`)
+    expect(req.request.body).toEqual({ template: 3 })
+    req.flush({ status: 'completed', results: [] })
+  })
 })
 
 it('should construct sort fields respecting permissions', () => {

src-ui/src/app/services/rest/document.service.ts

@@ -12,8 +12,10 @@ import {
 import { DocumentMetadata } from 'src/app/data/document-metadata'
 import { DocumentSuggestions } from 'src/app/data/document-suggestions'
 import { FilterRule } from 'src/app/data/filter-rule'
+import { OcrZoneRunResponse } from 'src/app/data/ocr-template'
 import { Results, SelectionData } from 'src/app/data/results'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { BulkOperationResponse } from '../../data/bulk-operation'
 import { queryParamsFromFilterRules } from '../../utils/query-params'
 import {
   PermissionAction,
@@ -38,6 +40,7 @@ export type DocumentBulkEditMethod =
   | 'modify_tags'
   | 'modify_custom_fields'
   | 'set_permissions'
+  | 'run_workflow'
 
 export interface MergeDocumentsRequest {
   metadata_document_id?: number
@@ -337,11 +340,15 @@ export class DocumentService extends AbstractPaperlessService<Document> {
     method: DocumentBulkEditMethod,
     args: any
   ) {
-    return this.http.post(this.getResourceUrl(null, 'bulk_edit'), {
-      ...selection,
-      method: method,
-      parameters: args,
-    })
+    return this.http.post<BulkOperationResponse>(
+      this.getResourceUrl(null, 'bulk_edit'),
+      {
+        ...selection,
+        method: method,
+        from_webui: true,
+        parameters: args,
+      }
+    )
   }
 
   deleteDocuments(selection: DocumentSelectionQuery) {
@@ -360,6 +367,28 @@ export class DocumentService extends AbstractPaperlessService<Document> {
     })
   }
 
+  runZoneOcrDocuments(
+    selection: DocumentSelectionQuery,
+    templateId: number | null = null
+  ) {
+    return this.http.post(this.getResourceUrl(null, 'run_zone_ocr'), {
+      ...selection,
+      ...(templateId ? { template: templateId } : {}),
+    })
+  }
+
+  runZoneOcr(
+    id: number,
+    templateId: number | null = null,
+    versionId: number | null = null
+  ): Observable<OcrZoneRunResponse> {
+    return this.http.post<OcrZoneRunResponse>(
+      this.getResourceUrl(id, 'run-zone-ocr'),
+      templateId ? { template: templateId } : {},
+      { params: versionId ? { version: versionId.toString() } : {} }
+    )
+  }
+
   rotateDocuments(
     selection: DocumentSelectionQuery,
     degrees: number,

src-ui/src/app/services/rest/ocr-template.service.spec.ts

@@ -0,0 +1,78 @@
+import { provideHttpClient } from '@angular/common/http'
+import {
+  HttpTestingController,
+  provideHttpClientTesting,
+} from '@angular/common/http/testing'
+import { TestBed } from '@angular/core/testing'
+import { OcrZoneTransform, ZoneTestRequest } from 'src/app/data/ocr-template'
+import { environment } from 'src/environments/environment'
+import { OcrTemplateService } from './ocr-template.service'
+
+describe('OcrTemplateService', () => {
+  let service: OcrTemplateService
+  let http: HttpTestingController
+
+  beforeEach(() => {
+    TestBed.configureTestingModule({
+      providers: [provideHttpClient(), provideHttpClientTesting()],
+    })
+    service = TestBed.inject(OcrTemplateService)
+    http = TestBed.inject(HttpTestingController)
+  })
+
+  afterEach(() => http.verify())
+
+  it('builds page image URLs with zero-based page numbers', () => {
+    expect(service.getPageImageUrl(12, 0)).toBe(
+      `${environment.apiBaseUrl}ocr_templates/document-page-image/12/0/`
+    )
+    expect(service.getPageImageUrl(12, 2)).toBe(
+      `${environment.apiBaseUrl}ocr_templates/document-page-image/12/2/`
+    )
+  })
+
+  it('posts a zone test and returns the extraction result', () => {
+    const zone: ZoneTestRequest = {
+      name: 'Total',
+      x: 10,
+      y: 20,
+      width: 100,
+      height: 50,
+      page: -1,
+      ocr_language: 'eng',
+      transform: OcrZoneTransform.Numeric,
+      validation_regex: '\\d+',
+      zone_source_width: 1000,
+      zone_source_height: 1500,
+    }
+    const result = {
+      raw_text: 'Total: 123',
+      value: '123',
+      regex: '\\d+',
+      regex_match: true,
+    }
+    const next = jest.fn()
+    service.testZone(12, zone).subscribe(next)
+    const request = http.expectOne(
+      `${environment.apiBaseUrl}ocr_templates/test-zone/`
+    )
+    expect(request.request.method).toBe('POST')
+    expect(request.request.body).toEqual({ document: 12, zone })
+    request.flush(result)
+    expect(next).toHaveBeenCalledWith(result)
+  })
+
+  it('passes zone-test failures to the caller', () => {
+    const error = jest.fn()
+    service.testZone(12, {} as ZoneTestRequest).subscribe({ error })
+    http
+      .expectOne(`${environment.apiBaseUrl}ocr_templates/test-zone/`)
+      .flush(
+        { error: 'Invalid zone' },
+        { status: 400, statusText: 'Bad Request' }
+      )
+    expect(error).toHaveBeenCalledWith(
+      expect.objectContaining({ status: 400, error: { error: 'Invalid zone' } })
+    )
+  })
+})

src-ui/src/app/services/rest/ocr-template.service.ts

@@ -0,0 +1,30 @@
+import { Injectable } from '@angular/core'
+import { Observable } from 'rxjs'
+import {
+  OcrTemplate,
+  OcrZoneTestResult,
+  ZoneTestRequest,
+} from '../../data/ocr-template'
+import { AbstractPaperlessService } from './abstract-paperless-service'
+
+@Injectable({ providedIn: 'root' })
+export class OcrTemplateService extends AbstractPaperlessService<OcrTemplate> {
+  constructor() {
+    super()
+    this.resourceName = 'ocr_templates'
+  }
+
+  getPageImageUrl(docId: number, page: number): string {
+    return `${this.baseUrl}${this.resourceName}/document-page-image/${docId}/${page}/`
+  }
+
+  testZone(
+    docId: number,
+    zone: ZoneTestRequest
+  ): Observable<OcrZoneTestResult> {
+    return this.http.post<OcrZoneTestResult>(
+      `${this.baseUrl}${this.resourceName}/test-zone/`,
+      { document: docId, zone }
+    )
+  }
+}

src-ui/src/app/services/websocket-status.service.spec.ts

@@ -438,6 +438,20 @@ describe('ConsumerStatusService', () => {
     expect(updated).toBeTruthy()
   })
 
+  it('forwards bulk operation completion events', () => {
+    const received = jest.fn()
+    websocketStatusService.onBulkOperationStatus().subscribe(received)
+    const data = {
+      task_id: 'bulk-task',
+      operation: 'set_permissions',
+      status: 'success',
+    }
+    websocketStatusService.connect()
+    server.send({ type: WebsocketStatusType.BULK_OPERATION_STATUS, data })
+    websocketStatusService.disconnect()
+    expect(received).toHaveBeenCalledWith(data)
+  })
+
   it('should ignore keep-alive heartbeat messages from the server', () => {
     let updated = false
     let deleted = false

src-ui/src/app/services/websocket-status.service.ts

@@ -1,6 +1,7 @@
 import { Injectable, inject, signal } from '@angular/core'
 import { Subject } from 'rxjs'
 import { environment } from 'src/environments/environment'
+import { BulkOperationStatus } from '../data/bulk-operation'
 import { User } from '../data/user'
 import { WebsocketDocumentUpdatedMessage } from '../data/websocket-document-updated-message'
 import { WebsocketDocumentsDeletedMessage } from '../data/websocket-documents-deleted-message'
@@ -12,6 +13,7 @@ export enum WebsocketStatusType {
   DOCUMENTS_DELETED = 'documents_deleted',
   DOCUMENT_UPDATED = 'document_updated',
   HEARTBEAT = 'heartbeat',
+  BULK_OPERATION_STATUS = 'bulk_operation_status',
 }
 
 // see ProgressStatusOptions in src/documents/plugins/helpers.py
@@ -116,6 +118,13 @@ export class WebsocketStatusService {
   private readonly documentDeletedSubject = new Subject<boolean>()
   private readonly documentUpdatedSubject =
     new Subject<WebsocketDocumentUpdatedMessage>()
+  private readonly bulkOperationStatusSubject =
+    new Subject<BulkOperationStatus>()
+
+  onBulkOperationStatus() {
+    return this.bulkOperationStatusSubject.asObservable()
+  }
+
   private readonly connectionStatusSubject = new Subject<boolean>()
 
   private get(taskId: string, filename?: string) {
@@ -192,6 +201,7 @@ export class WebsocketStatusService {
           | WebsocketProgressMessage
           | WebsocketDocumentsDeletedMessage
           | WebsocketDocumentUpdatedMessage
+          | BulkOperationStatus
       } = JSON.parse(ev.data)
 
       switch (type) {
@@ -209,6 +219,12 @@ export class WebsocketStatusService {
           this.handleProgressUpdate(messageData as WebsocketProgressMessage)
           break
 
+        case WebsocketStatusType.BULK_OPERATION_STATUS:
+          this.bulkOperationStatusSubject.next(
+            messageData as BulkOperationStatus
+          )
+          break
+
         case WebsocketStatusType.HEARTBEAT:
           // keep-alive from the server, see paperless.consumers.StatusConsumer
           break

src-ui/src/styles.scss

@@ -691,6 +691,12 @@ table.table {
   }
 }
 
+@media (min-width: 992px) {
+  .modal-xxl {
+    --bs-modal-width: min(1440px, calc(100vw - 2 * var(--bs-modal-margin)));
+  }
+}
+
 .toast {
   --bs-toast-max-width: var(--pngx-toast-max-width);
 }

src/documents/apps.py

@@ -15,6 +15,7 @@ class DocumentsConfig(AppConfig):
         from documents.signals.handlers import add_to_index
         from documents.signals.handlers import run_workflows_added
         from documents.signals.handlers import run_workflows_updated
+        from documents.signals.handlers import run_zone_ocr_extraction
         from documents.signals.handlers import send_websocket_document_updated
         from documents.signals.handlers import set_correspondent
         from documents.signals.handlers import set_document_type
@@ -27,8 +28,10 @@ class DocumentsConfig(AppConfig):
         document_consumption_finished.connect(set_tags)
         document_consumption_finished.connect(set_storage_path)
         document_consumption_finished.connect(run_workflows_added)
+        document_consumption_finished.connect(run_zone_ocr_extraction)
         document_consumption_finished.connect(add_to_index)
         document_consumption_finished.connect(add_or_update_document_in_llm_index)
+
         document_updated.connect(run_workflows_updated)
         document_updated.connect(send_websocket_document_updated)
         document_updated.connect(add_or_update_document_in_llm_index)

src/documents/bulk_edit.py

@@ -33,6 +33,7 @@ from documents.models import CustomField
 from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentType
+from documents.models import OcrTemplate
 from documents.models import PaperlessTask
 from documents.models import StoragePath
 from documents.models import Tag
@@ -41,13 +42,16 @@ from documents.permissions import set_permissions_for_objects
 from documents.plugins.helpers import DocumentsStatusManager
 from documents.tasks import bulk_update_documents
 from documents.tasks import consume_file
+from documents.tasks import extract_zones
 from documents.tasks import remove_document_from_index
+from documents.tasks import run_workflows_for_documents
 from documents.tasks import update_document_content_maybe_archive_file
 from documents.versioning import get_latest_version_for_root
 from documents.versioning import get_root_document
 from documents.versioning import versions_newest_first
 
 if TYPE_CHECKING:
+    from collections.abc import Callable
     from collections.abc import Mapping
 
     from django.contrib.auth.models import User
@@ -131,9 +135,24 @@ def _scratch_path(name: str) -> Path:
     return Path(tempfile.mkdtemp(dir=settings.SCRATCH_DIR)) / name
 
 
+def _finish_metadata_edit(
+    document_ids: list[int],
+    update_callback: Callable[[list[int]], None] | None,
+) -> None:
+    if update_callback is not None:
+        update_callback(document_ids)
+    else:
+        bulk_update_documents.apply_async(
+            kwargs={"document_ids": document_ids},
+            headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
+        )
+
+
 def set_correspondent(
     doc_ids: list[int],
     correspondent: Correspondent,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
 ) -> Literal["OK"]:
     if correspondent:
         correspondent = Correspondent.objects.only("pk").get(id=correspondent)
@@ -146,15 +165,17 @@ def set_correspondent(
     affected_docs = list(qs.values_list("pk", flat=True))
     qs.update(correspondent=correspondent)
 
-    bulk_update_documents.apply_async(
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
+    _finish_metadata_edit(affected_docs, update_callback)
 
     return "OK"
 
 
-def set_storage_path(doc_ids: list[int], storage_path: StoragePath) -> Literal["OK"]:
+def set_storage_path(
+    doc_ids: list[int],
+    storage_path: StoragePath,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
+) -> Literal["OK"]:
     if storage_path:
         storage_path = StoragePath.objects.only("pk").get(id=storage_path)
 
@@ -168,15 +189,17 @@ def set_storage_path(doc_ids: list[int], storage_path: StoragePath) -> Literal["
     affected_docs = list(qs.values_list("pk", flat=True))
     qs.update(storage_path=storage_path)
 
-    bulk_update_documents.apply_async(
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
+    _finish_metadata_edit(affected_docs, update_callback)
 
     return "OK"
 
 
-def set_document_type(doc_ids: list[int], document_type: DocumentType) -> Literal["OK"]:
+def set_document_type(
+    doc_ids: list[int],
+    document_type: DocumentType,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
+) -> Literal["OK"]:
     if document_type:
         document_type = DocumentType.objects.only("pk").get(id=document_type)
 
@@ -188,15 +211,17 @@ def set_document_type(doc_ids: list[int], document_type: DocumentType) -> Litera
     affected_docs = list(qs.values_list("pk", flat=True))
     qs.update(document_type=document_type)
 
-    bulk_update_documents.apply_async(
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
+    _finish_metadata_edit(affected_docs, update_callback)
 
     return "OK"
 
 
-def add_tag(doc_ids: list[int], tag: int) -> Literal["OK"]:
+def add_tag(
+    doc_ids: list[int],
+    tag: int,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
+) -> Literal["OK"]:
     tag_obj = Tag.objects.get(pk=tag)
     tags_to_add = [tag_obj, *tag_obj.get_ancestors()]
 
@@ -217,15 +242,17 @@ def add_tag(doc_ids: list[int], tag: int) -> Literal["OK"]:
         DocumentTagRelationship.objects.bulk_create(to_create)
 
     if affected_docs:
-        bulk_update_documents.apply_async(
-            kwargs={"document_ids": list(affected_docs)},
-            headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-        )
+        _finish_metadata_edit(list(affected_docs), update_callback)
 
     return "OK"
 
 
-def remove_tag(doc_ids: list[int], tag: int) -> Literal["OK"]:
+def remove_tag(
+    doc_ids: list[int],
+    tag: int,
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
+) -> Literal["OK"]:
     tag_obj = Tag.objects.get(pk=tag)
     tag_ids = [tag_obj.id, *tag_obj.get_descendants_pks()]
 
@@ -238,10 +265,7 @@ def remove_tag(doc_ids: list[int], tag: int) -> Literal["OK"]:
     qs.delete()
 
     if affected_docs:
-        bulk_update_documents.apply_async(
-            kwargs={"document_ids": affected_docs},
-            headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-        )
+        _finish_metadata_edit(affected_docs, update_callback)
 
     return "OK"
 
@@ -250,6 +274,8 @@ def modify_tags(
     doc_ids: list[int],
     add_tags: list[int],
     remove_tags: list[int],
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
 ) -> Literal["OK"]:
     qs = Document.objects.filter(id__in=doc_ids).only("pk")
     affected_docs = list(qs.values_list("pk", flat=True))
@@ -293,10 +319,7 @@ def modify_tags(
                 )
 
     if affected_docs:
-        bulk_update_documents.apply_async(
-            kwargs={"document_ids": affected_docs},
-            headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-        )
+        _finish_metadata_edit(affected_docs, update_callback)
 
     return "OK"
 
@@ -305,6 +328,8 @@ def modify_custom_fields(
     doc_ids: list[int],
     add_custom_fields: list[int] | dict,
     remove_custom_fields: list[int],
+    *,
+    update_callback: Callable[[list[int]], None] | None = None,
 ) -> Literal["OK"]:
     qs = Document.objects.filter(id__in=doc_ids).only("pk")
     affected_docs = list(qs.values_list("pk", flat=True))
@@ -367,10 +392,7 @@ def modify_custom_fields(
         field_id__in=remove_custom_fields,
     ).hard_delete()
 
-    bulk_update_documents.apply_async(
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
+    _finish_metadata_edit(affected_docs, update_callback)
 
     return "OK"
 
@@ -445,12 +467,32 @@ def reprocess(doc_ids: list[int], *, remote_ocr: bool = False) -> Literal["OK"]:
     return "OK"
 
 
+def run_workflow(
+    doc_ids: list[int],
+    workflow: int,
+    *,
+    filter_documents: bool = True,
+) -> Literal["OK"]:
+    """
+    Manually run a single workflow against the given documents.
+
+    Done asynchronously via a Celery task.
+    """
+    run_workflows_for_documents.delay(
+        document_ids=doc_ids,
+        workflow_id=workflow,
+        filter_documents=filter_documents,
+    )
+    return "OK"
+
+
 def set_permissions(
     doc_ids: list[int],
     set_permissions: PermissionsSpec,
     *,
     owner: User | None = None,
     merge: bool = False,
+    update_callback: Callable[[list[int]], None] | None = None,
 ) -> Literal["OK"]:
     qs = Document.objects.filter(id__in=doc_ids).select_related("owner")
 
@@ -468,10 +510,7 @@ def set_permissions(
         merge=merge,
     )
 
-    bulk_update_documents.apply_async(
-        kwargs={"document_ids": affected_docs},
-        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
-    )
+    _finish_metadata_edit(affected_docs, update_callback)
 
     return "OK"
 
@@ -1191,3 +1230,22 @@ def remove_doclink(
         target_doc_field_instance.value.remove(document.id)
         target_doc_field_instance.save()
     Document.objects.filter(id=target_doc_id).update(modified=timezone.now())
+
+
+def run_zone_ocr(
+    doc_ids: list[int],
+    *,
+    template: OcrTemplate | None = None,
+) -> Literal["OK"]:
+    """
+    Queue zone OCR for the given documents, with the given template or with the
+    templates that match each document's content when its task runs.
+    """
+    template_id = template.pk if template is not None else None
+    for document_id in doc_ids:
+        extract_zones.apply_async(
+            kwargs={"document_id": document_id, "template_id": template_id},
+            headers={"trigger_source": PaperlessTask.TriggerSource.MANUAL},
+        )
+
+    return "OK"

src/documents/bulk_operations.py

@@ -0,0 +1,107 @@
+"""Queued document metadata edits."""
+
+from typing import Any
+
+from auditlog.context import set_actor
+from celery import shared_task
+from django.conf import settings
+from django.contrib.auth.models import User
+from django.db import transaction
+from rest_framework.exceptions import PermissionDenied
+
+from documents import bulk_edit
+from documents.models import CustomFieldInstance
+from documents.models import Document
+from documents.permissions import has_document_operation_permissions
+from documents.tasks import bulk_update_documents
+
+MODIFIED_FIELDS = {
+    "set_correspondent": "correspondent",
+    "set_document_type": "document_type",
+    "set_storage_path": "storage_path",
+    "add_tag": "tags",
+    "remove_tag": "tags",
+    "modify_tags": "tags",
+    "modify_custom_fields": "custom_fields",
+    "set_permissions": None,
+}
+QUEUED_OPERATIONS = frozenset(MODIFIED_FIELDS)
+
+
+def snapshot_field(doc_ids: list[int], field: str) -> dict[int, Any]:
+    """
+    Returns each document's current value of field, for the audit log.
+
+    Tags and custom fields are one row per value, so they are gathered
+    into a sorted list of pks per document (empty when there are none).
+    Reading them through Document.values() instead would join those rows
+    and return one arbitrary value per document.
+    """
+    if field == "tags":
+        rows = (
+            Document.tags.through.objects.filter(document_id__in=doc_ids)
+            .order_by("tag_id")
+            .values_list("document_id", "tag_id")
+        )
+    elif field == "custom_fields":
+        rows = (
+            CustomFieldInstance.objects.filter(document_id__in=doc_ids)
+            .order_by("pk")
+            .values_list("document_id", "pk")
+        )
+    else:
+        return dict(
+            Document.objects.filter(pk__in=doc_ids).values_list("pk", field),
+        )
+
+    values: dict[int, list[int]] = {doc_id: [] for doc_id in doc_ids}
+    for doc_id, pk in rows:
+        values[doc_id].append(pk)
+    return values
+
+
+@shared_task
+def execute_bulk_operation(
+    operation: str,
+    document_ids: list[int],
+    parameters: dict,
+    user_id: int,
+) -> dict:
+    if operation not in QUEUED_OPERATIONS:
+        raise ValueError(f"Unsupported bulk operation: {operation}")
+    method = getattr(bulk_edit, operation)
+    user = User.objects.get(pk=user_id)
+    if not has_document_operation_permissions(
+        user=user,
+        documents=document_ids,
+        method=method,
+        parameters=parameters,
+    ):
+        raise PermissionDenied("Insufficient permissions to execute bulk operation")
+
+    affected_ids: list[int] = []
+    modified_field = MODIFIED_FIELDS[operation]
+    # Keep metadata writes and their audit entries together. Follow-up processing
+    # runs after commit, within this same tracked task.
+    with set_actor(user), transaction.atomic():
+        old_values = (
+            snapshot_field(document_ids, modified_field)
+            if settings.AUDIT_LOG_ENABLED and modified_field
+            else {}
+        )
+        method(document_ids, **parameters, update_callback=affected_ids.extend)
+        if settings.AUDIT_LOG_ENABLED and modified_field:
+            from auditlog.models import LogEntry
+
+            new_values = snapshot_field(document_ids, modified_field)
+            for doc in Document.objects.filter(pk__in=document_ids):
+                LogEntry.objects.log_create(
+                    instance=doc,
+                    changes={modified_field: [old_values[doc.pk], new_values[doc.pk]]},
+                    action=LogEntry.Action.UPDATE,
+                    actor=user,
+                    additional_data={"reason": f"Bulk edit: {operation}"},
+                )
+    if affected_ids:
+        bulk_update_documents(list(dict.fromkeys(affected_ids)))
+    return {"operation": operation, "document_count": len(document_ids)}

src/documents/consumer.py

@@ -631,9 +631,7 @@ class ConsumerPlugin(
                                     pk=self.metadata.actor_id,
                                 ).first()
                                 if actor is not None:
-                                    from auditlog.context import (  # type: ignore[import-untyped]
-                                        set_actor,
-                                    )
+                                    from auditlog.context import set_actor  # type: ignore[import-untyped]
 
                                     with set_actor(actor):
                                         original_document.save()
@@ -651,9 +649,7 @@ class ConsumerPlugin(
 
                             # Create a log entry for the version addition, if enabled
                             if settings.AUDIT_LOG_ENABLED:
-                                from auditlog.models import (  # type: ignore[import-untyped]
-                                    LogEntry,
-                                )
+                                from auditlog.models import LogEntry  # type: ignore[import-untyped]
 
                                 LogEntry.objects.log_create(
                                     instance=root_doc,

src/documents/filters.py

@@ -35,6 +35,7 @@ from django_filters.rest_framework import DateTimeFilter
 from django_filters.rest_framework import Filter
 from django_filters.rest_framework import FilterSet
 from django_filters.rest_framework import MultipleChoiceFilter
+from django_filters.rest_framework import NumberFilter
 from drf_spectacular.utils import extend_schema_field
 from guardian.utils import get_group_obj_perms_model
 from guardian.utils import get_user_obj_perms_model
@@ -52,6 +53,7 @@ from documents.models import ShareLink
 from documents.models import ShareLinkBundle
 from documents.models import StoragePath
 from documents.models import Tag
+from documents.models import Workflow
 from documents.permissions import annotate_authorizing_fields
 from documents.permissions import permitted_document_ids
 from documents.permissions import permitted_object_ids
@@ -249,6 +251,17 @@ class CustomFieldFilterSet(FilterSet):
         }
 
 
+class WorkflowFilterSet(FilterSet):
+    trigger_type = NumberFilter(field_name="triggers__type", distinct=True)
+
+    class Meta:
+        model = Workflow
+        fields = {
+            "id": ID_KWARGS,
+            "enabled": ["exact"],
+        }
+
+
 @extend_schema_field(serializers.CharField)
 class CustomFieldsFilter(Filter):
     def filter(self, qs, value):

src/documents/matching.py

@@ -684,6 +684,7 @@ def document_matches_workflow(
                 trigger_type == WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED
                 or trigger_type == WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED
                 or trigger_type == WorkflowTrigger.WorkflowTriggerType.SCHEDULED
+                or trigger_type == WorkflowTrigger.WorkflowTriggerType.MANUAL
             ):
                 trigger_matched, reason = existing_document_matches_workflow(
                     document,

src/documents/migrations/0029_alter_workflowrun_type_alter_workflowtrigger_type.py

@@ -0,0 +1,43 @@
+# Generated by Django 5.2.18 on 2026-11-06 17:12
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "0028_replace_tag_tree_fields"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="workflowrun",
+            name="type",
+            field=models.PositiveSmallIntegerField(
+                choices=[
+                    (1, "Consumption Started"),
+                    (2, "Document Added"),
+                    (3, "Document Updated"),
+                    (4, "Scheduled"),
+                    (5, "Manual"),
+                ],
+                null=True,
+                verbose_name="workflow trigger type",
+            ),
+        ),
+        migrations.AlterField(
+            model_name="workflowtrigger",
+            name="type",
+            field=models.PositiveSmallIntegerField(
+                choices=[
+                    (1, "Consumption Started"),
+                    (2, "Document Added"),
+                    (3, "Document Updated"),
+                    (4, "Scheduled"),
+                    (5, "Manual"),
+                ],
+                default=1,
+                verbose_name="Workflow Trigger Type",
+            ),
+        ),
+    ]

src/documents/migrations/0030_note_format.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.2.17 on 2026-11-03 05:57
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "0029_alter_workflowrun_type_alter_workflowtrigger_type"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="note",
+            name="format",
+            field=models.CharField(
+                choices=[("plain", "Plain"), ("markdown", "Markdown")],
+                default="plain",
+                max_length=16,
+                verbose_name="format",
+            ),
+        ),
+    ]

src/documents/migrations/0031_ocrtemplate_ocrtemplatezone.py

@@ -0,0 +1,311 @@
+# Generated by Django 5.2.17 on 2026-10-20 20:29
+
+import django.core.validators
+import django.db.models.deletion
+import django.utils.timezone
+from django.conf import settings
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "0030_note_format"),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="OcrTemplate",
+            fields=[
+                (
+                    "id",
+                    models.AutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                ("name", models.CharField(max_length=128, verbose_name="name")),
+                (
+                    "match",
+                    models.CharField(blank=True, max_length=256, verbose_name="match"),
+                ),
+                (
+                    "matching_algorithm",
+                    models.PositiveSmallIntegerField(
+                        choices=[
+                            (0, "None"),
+                            (1, "Any word"),
+                            (2, "All words"),
+                            (3, "Exact match"),
+                            (4, "Regular expression"),
+                            (5, "Fuzzy word"),
+                            (6, "Automatic"),
+                        ],
+                        default=1,
+                        verbose_name="matching algorithm",
+                    ),
+                ),
+                (
+                    "is_insensitive",
+                    models.BooleanField(default=True, verbose_name="is insensitive"),
+                ),
+                (
+                    "source_width",
+                    models.PositiveIntegerField(
+                        help_text="Width of the image the zones were drawn on (px)",
+                        validators=[django.core.validators.MinValueValidator(1)],
+                        verbose_name="source width",
+                    ),
+                ),
+                (
+                    "source_height",
+                    models.PositiveIntegerField(
+                        help_text="Height of the image the zones were drawn on (px)",
+                        validators=[django.core.validators.MinValueValidator(1)],
+                        verbose_name="source height",
+                    ),
+                ),
+                ("enabled", models.BooleanField(default=True, verbose_name="enabled")),
+                (
+                    "combine_formats",
+                    models.JSONField(
+                        blank=True,
+                        default=dict,
+                        help_text="Per-target format strings for combining several zones into one field, keyed by target (custom field id, or 'title'/'asn'/'created'). Tokens like {Zone Name} are replaced with that zone's value.",
+                        verbose_name="combine formats",
+                    ),
+                ),
+                (
+                    "created",
+                    models.DateTimeField(
+                        db_index=True,
+                        default=django.utils.timezone.now,
+                        editable=False,
+                        verbose_name="created",
+                    ),
+                ),
+                (
+                    "updated",
+                    models.DateTimeField(auto_now=True, verbose_name="updated"),
+                ),
+                (
+                    "owner",
+                    models.ForeignKey(
+                        blank=True,
+                        default=None,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="owner",
+                    ),
+                ),
+                (
+                    "sample_document",
+                    models.ForeignKey(
+                        blank=True,
+                        help_text="Document used for previewing zones in the editor",
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="+",
+                        to="documents.document",
+                        verbose_name="sample document",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "OCR template",
+                "verbose_name_plural": "OCR templates",
+                "ordering": ("name",),
+                "abstract": False,
+            },
+        ),
+        migrations.CreateModel(
+            name="OcrTemplateZone",
+            fields=[
+                (
+                    "id",
+                    models.AutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                (
+                    "name",
+                    models.CharField(
+                        help_text="Descriptive name for this zone (e.g. 'Invoice Number')",
+                        max_length=128,
+                        verbose_name="zone name",
+                    ),
+                ),
+                (
+                    "target",
+                    models.CharField(
+                        choices=[
+                            ("custom_field", "Custom field"),
+                            ("title", "Title"),
+                            ("asn", "Archive serial number"),
+                            ("created", "Date created"),
+                        ],
+                        default="custom_field",
+                        help_text="Where the extracted value is written: a custom field, or a built-in document field (title, ASN, created date)",
+                        max_length=20,
+                        verbose_name="target",
+                    ),
+                ),
+                (
+                    "page",
+                    models.IntegerField(
+                        blank=True,
+                        help_text="Page (1 = first, -1 = last; blank uses the template default)",
+                        null=True,
+                        verbose_name="page",
+                    ),
+                ),
+                (
+                    "x",
+                    models.PositiveIntegerField(
+                        help_text="Left edge (px)",
+                        verbose_name="x",
+                    ),
+                ),
+                (
+                    "y",
+                    models.PositiveIntegerField(
+                        help_text="Top edge (px)",
+                        verbose_name="y",
+                    ),
+                ),
+                (
+                    "width",
+                    models.PositiveIntegerField(
+                        help_text="Zone width (px)",
+                        validators=[django.core.validators.MinValueValidator(1)],
+                        verbose_name="width",
+                    ),
+                ),
+                (
+                    "height",
+                    models.PositiveIntegerField(
+                        help_text="Zone height (px)",
+                        validators=[django.core.validators.MinValueValidator(1)],
+                        verbose_name="height",
+                    ),
+                ),
+                (
+                    "zone_source_width",
+                    models.PositiveIntegerField(
+                        blank=True,
+                        help_text="Width of the page image this zone was drawn on (px). Falls back to template source_width if unset.",
+                        null=True,
+                        verbose_name="zone source width",
+                    ),
+                ),
+                (
+                    "zone_source_height",
+                    models.PositiveIntegerField(
+                        blank=True,
+                        help_text="Height of the page image this zone was drawn on (px). Falls back to template source_height if unset.",
+                        null=True,
+                        verbose_name="zone source height",
+                    ),
+                ),
+                (
+                    "ocr_language",
+                    models.CharField(
+                        default="eng",
+                        help_text="Tesseract language code(s), e.g. 'deu+eng'",
+                        max_length=20,
+                        verbose_name="OCR language",
+                    ),
+                ),
+                (
+                    "transform",
+                    models.CharField(
+                        choices=[
+                            ("none", "None"),
+                            ("strip", "Strip whitespace"),
+                            ("uppercase", "Uppercase"),
+                            ("lowercase", "Lowercase"),
+                            ("numeric", "Numeric only"),
+                            (
+                                "strip_punctuation",
+                                "Remove leading/trailing punctuation",
+                            ),
+                            ("date", "Parse date"),
+                            ("qr_code", "Read QR/barcode"),
+                        ],
+                        default="strip",
+                        max_length=20,
+                        verbose_name="transform",
+                    ),
+                ),
+                (
+                    "date_format",
+                    models.CharField(
+                        blank=True,
+                        default="",
+                        help_text="Python strptime format for the 'Parse date' transform (e.g. %d.%m.%Y). Blank = auto-detect.",
+                        max_length=64,
+                        verbose_name="date format",
+                    ),
+                ),
+                (
+                    "validation_regex",
+                    models.CharField(
+                        blank=True,
+                        default="",
+                        help_text="Optional regex pattern — extracted text is only accepted if it matches",
+                        max_length=256,
+                        verbose_name="validation regex",
+                    ),
+                ),
+                ("order", models.PositiveIntegerField(default=0, verbose_name="order")),
+                (
+                    "custom_field",
+                    models.ForeignKey(
+                        blank=True,
+                        help_text="Target custom field (only used when target is 'custom_field')",
+                        null=True,
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="ocr_zones",
+                        to="documents.customfield",
+                        verbose_name="custom field",
+                    ),
+                ),
+                (
+                    "template",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="zones",
+                        to="documents.ocrtemplate",
+                        verbose_name="template",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "OCR template zone",
+                "verbose_name_plural": "OCR template zones",
+                "ordering": ("template", "order"),
+            },
+        ),
+        migrations.AddConstraint(
+            model_name="ocrtemplate",
+            constraint=models.UniqueConstraint(
+                fields=("name", "owner"),
+                name="documents_ocrtemplate_unique_name_owner",
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="ocrtemplate",
+            constraint=models.UniqueConstraint(
+                condition=models.Q(("owner__isnull", True)),
+                fields=("name",),
+                name="documents_ocrtemplate_name_uniq",
+            ),
+        ),
+    ]

src/documents/models.py

@@ -1006,12 +1006,23 @@ class PaperlessTask(ModelWithOwner):
 
 
 class Note(SoftDeleteModel):
+    class Format(models.TextChoices):
+        PLAIN = ("plain", _("Plain"))
+        MARKDOWN = ("markdown", _("Markdown"))
+
     note = models.TextField(
         _("content"),
         blank=True,
         help_text=_("Note for the document"),
     )
 
+    format = models.CharField(
+        max_length=16,
+        choices=Format,
+        default=Format.PLAIN,
+        verbose_name=_("format"),
+    )
+
     created = models.DateTimeField(
         _("created"),
         default=timezone.now,
@@ -1532,6 +1543,7 @@ class WorkflowTrigger(models.Model):
         DOCUMENT_ADDED = 2, _("Document Added")
         DOCUMENT_UPDATED = 3, _("Document Updated")
         SCHEDULED = 4, _("Scheduled")
+        MANUAL = 5, _("Manual")
 
     class DocumentSourceChoices(models.IntegerChoices):
         CONSUME_FOLDER = DocumentSource.ConsumeFolder.value, _("Consume Folder")
@@ -2204,3 +2216,215 @@ class WorkflowRun(SoftDeleteModel):
 
     def __str__(self) -> str:
         return f"WorkflowRun of {self.workflow} at {self.run_at} on {self.document}"
+
+
+class OcrTemplate(MatchingModel):
+    """Matching rules and extraction zones for documents with a common layout."""
+
+    source_width = models.PositiveIntegerField(
+        _("source width"),
+        validators=[MinValueValidator(1)],
+        help_text=_("Width of the image the zones were drawn on (px)"),
+    )
+
+    source_height = models.PositiveIntegerField(
+        _("source height"),
+        validators=[MinValueValidator(1)],
+        help_text=_("Height of the image the zones were drawn on (px)"),
+    )
+
+    sample_document = models.ForeignKey(
+        "documents.Document",
+        on_delete=models.SET_NULL,
+        null=True,
+        blank=True,
+        related_name="+",
+        verbose_name=_("sample document"),
+        help_text=_("Document used for previewing zones in the editor"),
+    )
+
+    enabled = models.BooleanField(_("enabled"), default=True)
+
+    combine_formats = models.JSONField(
+        _("combine formats"),
+        default=dict,
+        blank=True,
+        help_text=_(
+            "Per-target format strings for combining several zones into one "
+            "field, keyed by target (custom field id, or 'title'/'asn'/'created'). "
+            "Tokens like {Zone Name} are replaced with that zone's value.",
+        ),
+    )
+
+    created = models.DateTimeField(
+        _("created"),
+        default=timezone.now,
+        db_index=True,
+        editable=False,
+    )
+
+    updated = models.DateTimeField(
+        _("updated"),
+        auto_now=True,
+    )
+
+    class Meta(MatchingModel.Meta):
+        verbose_name = _("OCR template")
+        verbose_name_plural = _("OCR templates")
+
+
+class OcrTemplateZone(models.Model):
+    """A page region and the field its extracted value is written to."""
+
+    template = models.ForeignKey(
+        OcrTemplate,
+        on_delete=models.CASCADE,
+        related_name="zones",
+        verbose_name=_("template"),
+    )
+
+    name = models.CharField(
+        _("zone name"),
+        max_length=128,
+        help_text=_("Descriptive name for this zone (e.g. 'Invoice Number')"),
+    )
+
+    class TargetType(models.TextChoices):
+        CUSTOM_FIELD = ("custom_field", _("Custom field"))
+        TITLE = ("title", _("Title"))
+        ASN = ("asn", _("Archive serial number"))
+        CREATED = ("created", _("Date created"))
+
+    target = models.CharField(
+        _("target"),
+        max_length=20,
+        choices=TargetType.choices,
+        default=TargetType.CUSTOM_FIELD,
+        help_text=_(
+            "Where the extracted value is written: a custom field, or a "
+            "built-in document field (title, ASN, created date)",
+        ),
+    )
+
+    custom_field = models.ForeignKey(
+        "documents.CustomField",
+        on_delete=models.CASCADE,
+        related_name="ocr_zones",
+        verbose_name=_("custom field"),
+        null=True,
+        blank=True,
+        help_text=_("Target custom field (only used when target is 'custom_field')"),
+    )
+
+    page = models.IntegerField(
+        _("page"),
+        null=True,
+        blank=True,
+        help_text=_("Page (1 = first, -1 = last; blank uses the template default)"),
+    )
+
+    x = models.PositiveIntegerField(_("x"), help_text=_("Left edge (px)"))
+    y = models.PositiveIntegerField(_("y"), help_text=_("Top edge (px)"))
+    width = models.PositiveIntegerField(
+        _("width"),
+        validators=[MinValueValidator(1)],
+        help_text=_("Zone width (px)"),
+    )
+    height = models.PositiveIntegerField(
+        _("height"),
+        validators=[MinValueValidator(1)],
+        help_text=_("Zone height (px)"),
+    )
+
+    # Mixed-size PDFs need each zone's original page dimensions for scaling.
+    zone_source_width = models.PositiveIntegerField(
+        _("zone source width"),
+        null=True,
+        blank=True,
+        help_text=_(
+            "Width of the page image this zone was drawn on (px). "
+            "Falls back to template source_width if unset.",
+        ),
+    )
+    zone_source_height = models.PositiveIntegerField(
+        _("zone source height"),
+        null=True,
+        blank=True,
+        help_text=_(
+            "Height of the page image this zone was drawn on (px). "
+            "Falls back to template source_height if unset.",
+        ),
+    )
+
+    ocr_language = models.CharField(
+        _("OCR language"),
+        max_length=20,
+        default="eng",
+        help_text=_("Tesseract language code(s), e.g. 'deu+eng'"),
+    )
+
+    class TransformType(models.TextChoices):
+        NONE = ("none", _("None"))
+        STRIP = ("strip", _("Strip whitespace"))
+        UPPERCASE = ("uppercase", _("Uppercase"))
+        LOWERCASE = ("lowercase", _("Lowercase"))
+        NUMERIC = ("numeric", _("Numeric only"))
+        STRIP_PUNCTUATION = (
+            "strip_punctuation",
+            _("Remove leading/trailing punctuation"),
+        )
+        DATE = ("date", _("Parse date"))
+        QR_CODE = ("qr_code", _("Read QR/barcode"))
+
+    transform = models.CharField(
+        _("transform"),
+        max_length=20,
+        choices=TransformType.choices,
+        default=TransformType.STRIP,
+    )
+
+    date_format = models.CharField(
+        _("date format"),
+        max_length=64,
+        blank=True,
+        default="",
+        help_text=_(
+            "Python strptime format for the 'Parse date' transform "
+            "(e.g. %d.%m.%Y). Blank = auto-detect.",
+        ),
+    )
+
+    validation_regex = models.CharField(
+        _("validation regex"),
+        max_length=256,
+        blank=True,
+        default="",
+        help_text=_(
+            "Optional regex pattern — extracted text is only accepted if it matches",
+        ),
+    )
+
+    order = models.PositiveIntegerField(_("order"), default=0)
+
+    class Meta:
+        ordering = ("template", "order")
+        verbose_name = _("OCR template zone")
+        verbose_name_plural = _("OCR template zones")
+
+    def __str__(self) -> str:
+        return f"{self.template.name} -> {self.name}"
+
+
+# Document links and select fields require object references, not OCR text.
+OCR_SUPPORTED_FIELD_TYPES = frozenset(
+    {
+        CustomField.FieldDataType.STRING,
+        CustomField.FieldDataType.URL,
+        CustomField.FieldDataType.DATE,
+        CustomField.FieldDataType.INT,
+        CustomField.FieldDataType.FLOAT,
+        CustomField.FieldDataType.MONETARY,
+        CustomField.FieldDataType.LONG_TEXT,
+        CustomField.FieldDataType.BOOL,
+    },
+)

src/documents/permissions.py

@@ -739,3 +739,100 @@ class AcknowledgeTasksPermissions(GlobalPermissionsByMethod):
         "OPTIONS": ["documents.change_paperlesstask"],
         "POST": ["documents.change_paperlesstask"],
     }
+
+
+def has_document_operation_permissions(
+    *,
+    user: User,
+    documents: list[int],
+    method,
+    parameters: dict[str, Any],
+) -> bool:
+    from documents import bulk_edit
+
+    if not user.is_active:
+        return False
+    if user.is_superuser:
+        return True
+
+    root_docs = {
+        get_root_document(doc)
+        for doc in Document.objects.select_related(
+            "owner",
+            "root_document__owner",
+        ).filter(pk__in=documents)
+    }
+    user_is_owner_of_all_documents = all(
+        (doc.owner == user or doc.owner is None) for doc in root_docs
+    )
+
+    # check global and object permissions for all documents
+    has_perms = (
+        user.has_perm(
+            "documents.change_document",
+        )
+        and not Document.global_objects.filter(pk__in=documents)
+        .exclude(pk__in=permitted_document_ids(user, perm="change_document"))
+        .exists()
+    )
+
+    # check ownership for methods that change original document
+    if (
+        (
+            has_perms
+            and method
+            in [
+                bulk_edit.set_permissions,
+                bulk_edit.delete,
+                bulk_edit.rotate,
+                bulk_edit.delete_pages,
+                bulk_edit.edit_pdf,
+                bulk_edit.merge_as_versions,
+                bulk_edit.remove_password,
+            ]
+        )
+        or (
+            method in [bulk_edit.merge, bulk_edit.split]
+            and parameters.get("delete_originals")
+        )
+        or (method == bulk_edit.edit_pdf and parameters.get("update_document"))
+    ):
+        has_perms = has_perms and user_is_owner_of_all_documents
+
+    # check global add permissions for methods that create documents
+    if (
+        has_perms
+        and (
+            method in [bulk_edit.split, bulk_edit.merge]
+            or (
+                method in [bulk_edit.edit_pdf, bulk_edit.remove_password]
+                and not parameters.get("update_document")
+            )
+        )
+        and not user.has_perm("documents.add_document")
+    ):
+        has_perms = False
+
+    # check global delete permissions for methods that delete documents
+    if (
+        has_perms
+        and (
+            method == bulk_edit.delete
+            # Sources stop being documents of their own, and removing one
+            # again afterwards needs delete_document
+            or method == bulk_edit.merge_as_versions
+            or (
+                method in [bulk_edit.merge, bulk_edit.split]
+                and parameters.get("delete_originals")
+            )
+            or (
+                method in [bulk_edit.edit_pdf, bulk_edit.remove_password]
+                and parameters.get("delete_original")
+                and not parameters.get("update_document")
+            )
+        )
+        and not user.has_perm("documents.delete_document")
+    ):
+        has_perms = False
+
+    return has_perms

src/documents/regex.py

@@ -77,6 +77,33 @@ def safe_regex_match(pattern: str, text: str, *, flags: int = 0):
         return None
 
 
+def safe_regex_fullmatch(pattern: str, text: str, *, flags: int = 0):
+    """
+    Run a regex full match with a timeout. Returns a match object or None.
+    Validation errors and timeouts are logged and treated as no match.
+    """
+
+    try:
+        validate_regex_pattern(pattern)
+        compiled = regex.compile(pattern, flags=flags)
+    except (regex.error, ValueError) as exc:
+        logger.exception(
+            "Error while processing regular expression %s: %s",
+            textwrap.shorten(pattern, width=80, placeholder="…"),
+            exc,
+        )
+        return None
+
+    try:
+        return compiled.fullmatch(text, timeout=REGEX_TIMEOUT_SECONDS)
+    except TimeoutError:
+        logger.warning(
+            "Regular expression matching timed out for pattern %s",
+            textwrap.shorten(pattern, width=80, placeholder="…"),
+        )
+        return None
+
+
 def safe_regex_sub(pattern: str, repl: str, text: str, *, flags: int = 0) -> str | None:
     """
     Run a regex substitution with a timeout. Returns the substituted string,

src/documents/serialisers.py

@@ -23,6 +23,7 @@ from django.core.validators import MaxValueValidator
 from django.core.validators import MinValueValidator
 from django.core.validators import RegexValidator
 from django.core.validators import integer_validator
+from django.db import transaction
 from django.db.models import Count
 from django.db.models import Q
 from django.db.models.functions import Lower
@@ -54,6 +55,7 @@ if settings.AUDIT_LOG_ENABLED:
 from documents import bulk_edit
 from documents.data_models import DocumentSource
 from documents.filters import CustomFieldQueryParser
+from documents.models import OCR_SUPPORTED_FIELD_TYPES
 from documents.models import Correspondent
 from documents.models import CustomField
 from documents.models import CustomFieldInstance
@@ -62,6 +64,8 @@ from documents.models import DocumentBarcode
 from documents.models import DocumentType
 from documents.models import MatchingModel
 from documents.models import Note
+from documents.models import OcrTemplate
+from documents.models import OcrTemplateZone
 from documents.models import PaperlessTask
 from documents.models import SavedView
 from documents.models import SavedViewFilterRule
@@ -971,10 +975,19 @@ class NotesSerializer(serializers.ModelSerializer[Note]):
 
     class Meta:
         model = Note
-        fields = ["id", "note", "created", "user"]
+        fields = ["id", "note", "format", "created", "user"]
         ordering = ["-created"]
 
 
+class NoteCreateSerializer(serializers.Serializer[dict[str, Any]]):
+    note = serializers.CharField()
+    format = serializers.ChoiceField(
+        choices=Note.Format.choices,
+        default=Note.Format.PLAIN,
+        required=False,
+    )
+
+
 def _get_viewable_duplicates(
     document: Document,
     user: User | None,
@@ -1799,6 +1812,18 @@ class ReprocessDocumentsSerializer(DocumentSelectionSerializer):
     remote_ocr = serializers.BooleanField(required=False, default=False)
 
 
+class RunZoneOcrSerializer(serializers.Serializer):
+    template = serializers.PrimaryKeyRelatedField(
+        queryset=OcrTemplate.objects.prefetch_related("zones", "zones__custom_field"),
+        required=False,
+        allow_null=True,
+    )
+
+
+class RunZoneOcrDocumentsSerializer(DocumentSelectionSerializer, RunZoneOcrSerializer):
+    pass
+
+
 class BulkEditSerializer(
     SerializerWithPerms,
     DocumentSelectionSerializer,
@@ -1829,6 +1854,7 @@ class BulkEditSerializer(
             "modify_tags",
             "modify_custom_fields",
             "set_permissions",
+            "run_workflow",
             *LEGACY_DOCUMENT_ACTION_METHODS,
         ],
         label="Method",
@@ -1918,6 +1944,8 @@ class BulkEditSerializer(
             return bulk_edit.reprocess
         elif method == "set_permissions":
             return bulk_edit.set_permissions
+        elif method == "run_workflow":
+            return bulk_edit.run_workflow
         elif method == "rotate":
             return bulk_edit.rotate
         elif method == "merge":
@@ -2157,6 +2185,35 @@ class BulkEditSerializer(
         else:
             parameters["remote_ocr"] = False
 
+    def _validate_parameters_run_workflow(self, parameters) -> None:
+        if "workflow" not in parameters:
+            raise serializers.ValidationError("workflow not specified")
+        try:
+            workflow = Workflow.objects.get(id=parameters["workflow"])
+        except (Workflow.DoesNotExist, ValueError, TypeError):
+            raise serializers.ValidationError("Workflow does not exist")
+        request = self.context.get("request")
+        user = getattr(request, "user", None)
+        if user is not None and not user.has_perm("documents.view_workflow"):
+            raise PermissionDenied(
+                "Insufficient permissions to run this workflow",
+            )
+        if not workflow.enabled:
+            raise serializers.ValidationError("Workflow is not enabled")
+        if not workflow.triggers.filter(
+            type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
+        ).exists():
+            raise serializers.ValidationError(
+                "Workflow does not have a manual trigger",
+            )
+        if "filter_documents" in parameters:
+            if not isinstance(parameters["filter_documents"], bool):
+                raise serializers.ValidationError(
+                    "filter_documents must be a boolean",
+                )
+        else:
+            parameters["filter_documents"] = True
+
     def validate_parameters_remove_password(self, parameters):
         if "password" not in parameters:
             raise serializers.ValidationError("password not specified")
@@ -2223,6 +2280,8 @@ class BulkEditSerializer(
             self.validate_parameters_remove_password(parameters)
         elif method == bulk_edit.reprocess:
             self._validate_parameters_reprocess(parameters)
+        elif method == bulk_edit.run_workflow:
+            self._validate_parameters_run_workflow(parameters)
 
         return attrs
 
@@ -3676,3 +3735,181 @@ class StoragePathTestSerializer(SerializerWithPerms):
             document_field.queryset = Document.objects.filter(
                 id__in=permitted_document_ids(user),
             )
+
+
+class OcrTemplateZoneSerializer(serializers.ModelSerializer):
+    class Meta:
+        model = OcrTemplateZone
+        fields = [
+            "id",
+            "name",
+            "target",
+            "custom_field",
+            "page",
+            "x",
+            "y",
+            "width",
+            "height",
+            "ocr_language",
+            "transform",
+            "date_format",
+            "order",
+            "zone_source_width",
+            "zone_source_height",
+            "validation_regex",
+        ]
+
+    def validate_custom_field(self, value):
+        if value is None:
+            return value
+        if value.data_type not in OCR_SUPPORTED_FIELD_TYPES:
+            raise serializers.ValidationError(
+                f"Custom field type '{value.data_type}' is not supported for OCR extraction. "
+                f"Use string, integer, float, date, monetary, boolean, URL, or long text.",
+            )
+        return value
+
+    def validate_page(self, value):
+        if value is not None and value != -1 and value < 1:
+            raise serializers.ValidationError(
+                "Page must be positive or -1 for the last page.",
+            )
+        return value
+
+    def validate(self, data):
+        # A template PATCH still replaces each zone in full.
+        if self.root.partial:
+            for name, field in self.fields.items():
+                if field.required and name not in data:
+                    raise serializers.ValidationError(
+                        {name: field.error_messages["required"]},
+                    )
+        return data
+
+
+class OcrTemplateZoneTestSerializer(OcrTemplateZoneSerializer):
+    name = serializers.CharField(default="test")
+    x = serializers.IntegerField(min_value=0, default=0)
+    y = serializers.IntegerField(min_value=0, default=0)
+    width = serializers.IntegerField(min_value=2)
+    height = serializers.IntegerField(min_value=2)
+
+    class Meta(OcrTemplateZoneSerializer.Meta):
+        fields = [
+            "name",
+            "x",
+            "y",
+            "width",
+            "height",
+            "page",
+            "ocr_language",
+            "transform",
+            "date_format",
+            "validation_regex",
+            "zone_source_width",
+            "zone_source_height",
+        ]
+        extra_kwargs = {
+            "zone_source_width": {"min_value": 1},
+            "zone_source_height": {"min_value": 1},
+        }
+
+
+class OcrTemplateTestSerializer(serializers.Serializer):
+    document = serializers.PrimaryKeyRelatedField(
+        queryset=Document.objects.select_related("root_document__owner"),
+    )
+    zone = OcrTemplateZoneTestSerializer()
+
+
+class OcrTemplateSerializer(MatchingModelSerializer, OwnedObjectSerializer):
+    zones = OcrTemplateZoneSerializer(many=True, required=False)
+    combine_formats = serializers.DictField(
+        child=serializers.CharField(allow_blank=True, trim_whitespace=False),
+        required=False,
+    )
+
+    # Templates are never assigned to documents
+    slug = None
+    document_count = None
+
+    class Meta:
+        model = OcrTemplate
+        fields = [
+            "id",
+            "name",
+            "match",
+            "matching_algorithm",
+            "is_insensitive",
+            "source_width",
+            "source_height",
+            "sample_document",
+            "enabled",
+            "combine_formats",
+            "created",
+            "updated",
+            "zones",
+            "owner",
+            "permissions",
+            "user_can_change",
+            "set_permissions",
+        ]
+        read_only_fields = ["created", "updated"]
+
+    def validate_matching_algorithm(self, value):
+        if value == MatchingModel.MATCH_AUTO:
+            raise serializers.ValidationError(
+                "Automatic matching is not supported for OCR templates.",
+            )
+        return value
+
+    def validate(self, data):
+        data = super().validate(data)
+        zones = data.get("zones", [])
+        if (
+            self.instance
+            and "zones" not in data
+            and ("source_width" in data or "source_height" in data)
+        ):
+            zones = self.instance.zones.values()
+        source_width = data.get(
+            "source_width",
+            getattr(self.instance, "source_width", None),
+        )
+        source_height = data.get(
+            "source_height",
+            getattr(self.instance, "source_height", None),
+        )
+        for zone in zones:
+            width = zone.get("zone_source_width") or source_width
+            height = zone.get("zone_source_height") or source_height
+            if (
+                zone.get("x", 0) + zone.get("width", 0) > width
+                or zone.get("y", 0) + zone.get("height", 0) > height
+            ):
+                raise serializers.ValidationError(
+                    {
+                        "zones": f"Zone '{zone.get('name', '?')}' extends beyond its source dimensions.",
+                    },
+                )
+        return data
+
+    @transaction.atomic
+    def create(self, validated_data):
+        zones_data = validated_data.pop("zones", [])
+        template = super().create(validated_data)
+        for zone_data in zones_data:
+            OcrTemplateZone.objects.create(template=template, **zone_data)
+        return template
+
+    @transaction.atomic
+    def update(self, instance, validated_data):
+        zones_data = validated_data.pop("zones", None)
+        instance = super().update(instance, validated_data)
+
+        if zones_data is not None:
+            instance.zones.all().delete()
+            for zone_data in zones_data:
+                OcrTemplateZone.objects.create(template=instance, **zone_data)
+
+        return instance

src/documents/signals/handlers.py

@@ -8,6 +8,7 @@ from pathlib import Path
 from typing import TYPE_CHECKING
 from typing import Any
 
+from asgiref.sync import async_to_sync
 from celery import shared_task
 from celery.signals import before_task_publish
 from celery.signals import task_failure
@@ -16,6 +17,7 @@ from celery.signals import task_prerun
 from celery.signals import task_revoked
 from celery.signals import worker_process_init
 from celery.signals import worker_process_shutdown
+from channels.layers import get_channel_layer
 from django.conf import settings
 from django.contrib.auth.models import Group
 from django.contrib.auth.models import User
@@ -862,6 +864,8 @@ def run_workflows(
     logging_group: uuid.UUID | None = None,
     overrides: DocumentMetadataOverrides | None = None,
     original_file: Path | None = None,
+    *,
+    skip_matching: bool = False,
 ) -> tuple[DocumentMetadataOverrides, str] | None:
     """
     Execute workflows matching a document for the given trigger. When `overrides` is provided
@@ -872,6 +876,10 @@ def run_workflows(
     `document.source_path` (Document) or `document.original_file` (ConsumableDocument).
 
     Passing `workflow_to_run` skips the workflow query (currently only used by scheduled runs).
+
+    Passing `skip_matching` runs the workflow's actions without evaluating its trigger
+    filters against the document. It is only meaningful together with `workflow_to_run`
+    (e.g. a manual run the user has explicitly forced onto the selected documents).
     """
 
     use_overrides = overrides is not None
@@ -921,7 +929,11 @@ def run_workflows(
                 )
                 break
 
-        if matching.document_matches_workflow(document, workflow, trigger_type):
+        if skip_matching or matching.document_matches_workflow(
+            document,
+            workflow,
+            trigger_type,
+        ):
             action: WorkflowAction
             has_move_to_trash_action = False
             for action in workflow.actions.order_by("order", "pk"):
@@ -1051,6 +1063,8 @@ def run_workflows(
 # Task tracking -- Celery signal handlers
 # ---------------------------------------------------------------------------
 
+BULK_OPERATION_TASK_NAME = "documents.bulk_operations.execute_bulk_operation"
+
 TRACKED_TASKS: dict[str, PaperlessTask.TaskType] = {
     "documents.tasks.consume_file": PaperlessTask.TaskType.CONSUME_FILE,
     "documents.tasks.train_classifier": PaperlessTask.TaskType.TRAIN_CLASSIFIER,
@@ -1064,6 +1078,7 @@ TRACKED_TASKS: dict[str, PaperlessTask.TaskType] = {
     "documents.tasks.build_share_link_bundle": PaperlessTask.TaskType.BUILD_SHARE_LINK,
     "documents.bulk_edit.delete": PaperlessTask.TaskType.BULK_DELETE,
     "documents.tasks.apply_ai_suggestions": PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS,
+    BULK_OPERATION_TASK_NAME: PaperlessTask.TaskType.BULK_UPDATE,
 }
 
 _CELERY_STATE_TO_STATUS: dict[str, PaperlessTask.Status] = {
@@ -1081,8 +1096,7 @@ def _extract_input_data(
 
     For consume_file tasks this includes the filename, MIME type, and any
     non-null overrides from the DocumentMetadataOverrides object.  For
-    mail_fetch tasks it captures the account_ids list.  All other task
-    types store no input data and return {}.
+    mail_fetch tasks it captures the account_ids list.
     """
     if task_type == PaperlessTask.TaskType.CONSUME_FILE:
         input_doc = task_kwargs.get("input_doc")
@@ -1147,7 +1161,7 @@ def _extract_owner_id(
     task_type: PaperlessTask.TaskType,
     task_kwargs: dict,
 ) -> int | None:
-    """Return the owner_id from consume_file overrides, or None for all other task types."""
+    """Return the document owner for consumption tasks."""
     if task_type != PaperlessTask.TaskType.CONSUME_FILE:
         return None
     overrides = task_kwargs.get("overrides")
@@ -1186,9 +1200,16 @@ def before_task_publish_handler(
         _, task_kwargs, _ = body
         task_id = headers["id"]
 
-        input_data = _extract_input_data(task_type, task_kwargs)
+        if task_name == BULK_OPERATION_TASK_NAME:
+            input_data = {
+                "operation": task_kwargs["operation"],
+                "document_count": len(task_kwargs["document_ids"]),
+            }
+            owner_id = task_kwargs["user_id"]
+        else:
+            input_data = _extract_input_data(task_type, task_kwargs)
+            owner_id = _extract_owner_id(task_type, task_kwargs)
         trigger_source = _determine_trigger_source(headers)
-        owner_id = _extract_owner_id(task_type, task_kwargs)
 
         # A retried task is republished with the same task_id, so this fires
         # again for it; get_or_create keeps the original PENDING record
@@ -1228,6 +1249,30 @@ def task_prerun_handler(sender=None, task_id=None, task=None, **kwargs) -> None:
         logger.exception("Setting PaperlessTask started failed")
 
 
+def _send_bulk_operation_status(task: PaperlessTask | None) -> None:
+    """Send the recorded outcome to the initiator."""
+    try:
+        if task is None or task.owner_id is None:
+            return
+        result_data = task.result_data or {}
+        async_to_sync(get_channel_layer().group_send)(
+            f"bulk_operations_{task.owner_id}",
+            {
+                "type": "bulk_operation_status",
+                "data": {
+                    "task_id": task.task_id,
+                    "status": task.status,
+                    "operation": task.input_data["operation"],
+                    "error": result_data.get("error_message")
+                    or result_data.get("reason", ""),
+                },
+            },
+        )
+    except Exception:
+        # Just a notification failure
+        logger.exception("Sending bulk operation status failed")
+
+
 @task_postrun.connect
 def task_postrun_handler(
     sender=None,
@@ -1285,6 +1330,8 @@ def task_postrun_handler(
                 changed_fields.append("status")
 
         task_instance.save(update_fields=changed_fields)
+        if task and task.name == BULK_OPERATION_TASK_NAME:
+            _send_bulk_operation_status(task_instance)
     except Exception:  # pragma: no cover
         logger.exception("Updating PaperlessTask failed")
 
@@ -1350,6 +1397,8 @@ def task_failure_handler(
                     date_started - date_created
                 ).total_seconds()
             task_qs.update(**update_fields)
+            if sender and sender.name == BULK_OPERATION_TASK_NAME:
+                _send_bulk_operation_status(task_qs.first())
     except Exception:  # pragma: no cover
         logger.exception("Updating PaperlessTask on failure failed")
 
@@ -1386,13 +1435,16 @@ def task_revoked_handler(
             reason = "Task expired before execution."
         elif terminated:
             reason = "Task terminated during execution."
-        PaperlessTask.objects.filter(task_id=task_id).update(
+        task_qs = PaperlessTask.objects.filter(task_id=task_id)
+        task_qs.update(
             status=PaperlessTask.Status.REVOKED,
             date_done=timezone.now(),
             result_data={
                 "reason": (reason + " Check worker logs for details."),
             },
         )
+        if sender and sender.name == BULK_OPERATION_TASK_NAME:
+            _send_bulk_operation_status(task_qs.first())
     except Exception:  # pragma: no cover
         logger.exception("Updating PaperlessTask on revocation failed")
 
@@ -1412,6 +1464,19 @@ def close_connection_pool_on_worker_init(**kwargs) -> None:
             conn.close_pool()
 
 
+def run_zone_ocr_extraction(sender, document, original_file=None, **kwargs):
+    """Apply matching templates without failing consumption if extraction fails."""
+    try:
+        from documents.zone_ocr import run_zone_extraction
+
+        run_zone_extraction(document, Path(original_file) if original_file else None)
+    except Exception:
+        logger.exception(
+            "Zone OCR extraction failed for document %s",
+            document.pk,
+        )
+
+
 @worker_process_shutdown.connect
 def close_connection_pool_on_worker_shutdown(**kwargs) -> None:  # pragma: no cover
     """

src/documents/tasks.py

@@ -12,6 +12,7 @@ from celery import Task
 from celery import shared_task
 from django.conf import settings
 from django.contrib.contenttypes.models import ContentType
+from django.contrib.sessions.models import Session
 from django.db import models
 from django.db import transaction
 from django.db.models.signals import post_save
@@ -47,11 +48,13 @@ from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentBarcode
 from documents.models import DocumentType
+from documents.models import OcrTemplate
 from documents.models import PaperlessTask
 from documents.models import ShareLink
 from documents.models import ShareLinkBundle
 from documents.models import StoragePath
 from documents.models import Tag
+from documents.models import Workflow
 from documents.models import WorkflowRun
 from documents.models import WorkflowTrigger
 from documents.plugins.base import ConsumeTaskPlugin
@@ -68,7 +71,9 @@ from documents.utils import IterWrapper
 from documents.utils import compute_checksum
 from documents.utils import identity
 from documents.versioning import annotate_effective_content
+from documents.versioning import latest_version
 from documents.workflows.utils import get_workflows_for_trigger
+from documents.zone_ocr import run_zone_extraction
 from paperless.config import AIConfig
 from paperless.config import BarcodeConfig
 from paperless.config import RemoteOCRConfig
@@ -367,6 +372,31 @@ def _read_barcodes_for_reprocess(document: Document) -> list[StoredBarcode] | No
         return None
 
 
+@shared_task
+def extract_zones(document_id: int, template_id: int | None = None) -> None:
+    """
+    Run an OCR template against a stored document, or every template that
+    matches it when no template is given.
+    """
+    document = Document.objects.get(id=document_id)
+    templates = None
+    if template_id is not None:
+        try:
+            template = OcrTemplate.objects.prefetch_related(
+                "zones",
+                "zones__custom_field",
+            ).get(id=template_id)
+        except OcrTemplate.DoesNotExist:
+            logger.warning(
+                "OCR template %s no longer exists, not running zone OCR",
+                template_id,
+            )
+            return
+        templates = [template]
+
+    run_zone_extraction(latest_version(document), templates=templates, reindex=True)
+
+
 @shared_task
 def update_document_content_maybe_archive_file(
     document_id,
@@ -690,6 +720,51 @@ def check_scheduled_workflows() -> None:
                         )
 
 
+@shared_task
+def run_workflows_for_documents(
+    document_ids: list[int],
+    workflow_id: int,
+    *,
+    filter_documents: bool = True,
+) -> None:
+    """
+    Run a single workflow manually against the given documents.
+
+    ``filter_documents`` controls whether the workflow's trigger filters are applied.
+    When True, only documents matching the existing filters will have the workflow run.
+    When False, the workflow will be run on all specified documents regardless of the filters.
+    ``
+    """
+    try:
+        workflow = Workflow.objects.get(id=workflow_id)
+    except Workflow.DoesNotExist:
+        logger.warning(
+            f"Manual workflow run requested for missing workflow {workflow_id}",
+        )
+        return
+
+    for document in Document.objects.filter(
+        id__in=document_ids,
+        root_document__isnull=True,
+    ):
+        try:
+            run_workflows(
+                trigger_type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
+                document=document,
+                workflow_to_run=workflow,
+                skip_matching=not filter_documents,
+            )
+            # Manual runs dont send document_updated signal, so ws here to ensure clients are refreshed
+            send_websocket_document_updated(
+                sender=None,
+                document=document,
+            )
+        except Exception:
+            logger.exception(
+                f"Error running workflow {workflow} on document {document.pk}",
+            )
+
+
 def update_document_parent_tags(tag: Tag, new_parent: Tag) -> None:
     """
     When a tag's parent changes, ensure all documents containing the tag also have
@@ -925,3 +1000,17 @@ def cleanup_expired_share_link_bundles() -> None:
             )
     if count:
         logger.info("Deleted %s expired share link bundle(s)", count)
+
+
+@shared_task
+def clear_expired_sessions() -> None:
+    """
+    Remove expired database sessions in batches to limit the size of each delete.
+    """
+    expired = Session.objects.filter(expire_date__lt=timezone.now())
+    while session_keys := list(
+        expired.order_by("expire_date").values_list("pk", flat=True)[:500],
+    ):
+        expired.filter(pk__in=session_keys).delete()
+
+    logger.info("Cleared expired sessions")

src/documents/tests/test_api_app_config.py

@@ -287,6 +287,28 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
         self.assertEqual(config.user_args, user_args)
         self.assertEqual(config.barcode_tag_mapping, barcode_tag_mapping)
 
+    def test_api_update_config_rejects_reserved_user_args(self) -> None:
+        """
+        GIVEN:
+            - API request to update app config with user_args which set an
+              argument the parser manages itself
+        WHEN:
+            - API is called
+        THEN:
+            - Request is rejected with a 400 naming the argument
+            - Config is not updated
+        """
+        response = self.client.patch(
+            f"{self.ENDPOINT}1/",
+            json.dumps({"user_args": json.dumps({"sidecar": "/tmp/x.py"})}),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+        self.assertIn("sidecar", str(response.data["user_args"]))
+        config = ApplicationConfiguration.objects.first()
+        assert config is not None
+        self.assertIsNone(config.user_args)
+
     def test_api_update_config_rejects_invalid_json_objects(self) -> None:
         """
         GIVEN:

src/documents/tests/test_api_bulk_edit.py

@@ -7,14 +7,20 @@ from django.test import override_settings
 from rest_framework import status
 from rest_framework.test import APITestCase
 
+from documents.bulk_operations import execute_bulk_operation
 from documents.models import Correspondent
 from documents.models import CustomField
 from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentType
+from documents.models import OcrTemplate
 from documents.models import StoragePath
 from documents.models import Tag
+from documents.models import Workflow
+from documents.models import WorkflowAction
+from documents.models import WorkflowTrigger
 from paperless_testing.dirs import DirectoriesMixin
+from paperless_testing.factories import DocumentFactory
 from paperless_testing.factories import UserFactory
 from paperless_testing.permissions import grant_all_global
 from paperless_testing.permissions import grant_global
@@ -29,9 +35,18 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.user = user
         self.client.force_authenticate(user=user)
 
-        patcher = mock.patch("documents.bulk_edit.bulk_update_documents.apply_async")
+        patcher = mock.patch("documents.bulk_operations.bulk_update_documents")
         self.async_task = patcher.start()
         self.addCleanup(patcher.stop)
+        # Exercise accepted requests and worker execution together in these
+        # operation/validation tests. Queue-only behavior is tested separately.
+        enqueue = mock.patch(
+            "documents.views.execute_bulk_operation.apply_async",
+            side_effect=lambda *, kwargs, headers: self.run_operation(kwargs),
+        )
+        enqueue.start()
+        self.addCleanup(enqueue.stop)
+
         self.c1 = Correspondent.objects.create(name="c1")
         self.c2 = Correspondent.objects.create(name="c2")
         self.dt1 = DocumentType.objects.create(name="dt1")
@@ -61,11 +76,16 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.cf1 = CustomField.objects.create(name="cf1", data_type="string")
         self.cf2 = CustomField.objects.create(name="cf2", data_type="string")
 
+    @staticmethod
+    def run_operation(kwargs):
+        execute_bulk_operation(**kwargs)
+        return mock.Mock(id="test-bulk-operation")
+
     def setup_mock(self, m, method_name, return_value="OK") -> None:
         m.return_value = return_value
         m.__name__ = method_name
 
-    @mock.patch("documents.bulk_edit.bulk_update_documents.apply_async")
+    @mock.patch("documents.bulk_operations.bulk_update_documents")
     def test_api_set_correspondent(self, bulk_update_task_mock) -> None:
         self.assertNotEqual(self.doc1.correspondent, self.c1)
         response = self.client.post(
@@ -84,11 +104,11 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(self.doc1.correspondent, self.c1)
         bulk_update_task_mock.assert_called_once()
         self.assertCountEqual(
-            bulk_update_task_mock.call_args.kwargs["kwargs"]["document_ids"],
+            bulk_update_task_mock.call_args.args[0],
             [self.doc1.pk],
         )
 
-    @mock.patch("documents.bulk_edit.bulk_update_documents.apply_async")
+    @mock.patch("documents.bulk_operations.bulk_update_documents")
     def test_api_unset_correspondent(self, bulk_update_task_mock) -> None:
         self.doc1.correspondent = self.c1
         self.doc1.save()
@@ -110,7 +130,7 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.doc1.refresh_from_db()
         self.assertIsNone(self.doc1.correspondent)
 
-    @mock.patch("documents.bulk_edit.bulk_update_documents.apply_async")
+    @mock.patch("documents.bulk_operations.bulk_update_documents")
     def test_api_set_type(self, bulk_update_task_mock) -> None:
         self.assertNotEqual(self.doc1.document_type, self.dt1)
         response = self.client.post(
@@ -129,11 +149,11 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(self.doc1.document_type, self.dt1)
         bulk_update_task_mock.assert_called_once()
         self.assertCountEqual(
-            bulk_update_task_mock.call_args.kwargs["kwargs"]["document_ids"],
+            bulk_update_task_mock.call_args.args[0],
             [self.doc1.pk],
         )
 
-    @mock.patch("documents.bulk_edit.bulk_update_documents.apply_async")
+    @mock.patch("documents.bulk_operations.bulk_update_documents")
     def test_api_unset_type(self, bulk_update_task_mock) -> None:
         self.doc1.document_type = self.dt1
         self.doc1.save()
@@ -154,11 +174,11 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertIsNone(self.doc1.document_type)
         bulk_update_task_mock.assert_called_once()
         self.assertCountEqual(
-            bulk_update_task_mock.call_args.kwargs["kwargs"]["document_ids"],
+            bulk_update_task_mock.call_args.args[0],
             [self.doc1.pk],
         )
 
-    @mock.patch("documents.bulk_edit.bulk_update_documents.apply_async")
+    @mock.patch("documents.bulk_operations.bulk_update_documents")
     def test_api_add_tag(self, bulk_update_task_mock) -> None:
         self.assertFalse(self.doc1.tags.filter(pk=self.t1.pk).exists())
 
@@ -180,11 +200,11 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
 
         bulk_update_task_mock.assert_called_once()
         self.assertCountEqual(
-            bulk_update_task_mock.call_args.kwargs["kwargs"]["document_ids"],
+            bulk_update_task_mock.call_args.args[0],
             [self.doc1.pk],
         )
 
-    @mock.patch("documents.bulk_edit.bulk_update_documents.apply_async")
+    @mock.patch("documents.bulk_operations.bulk_update_documents")
     def test_api_remove_tag(self, bulk_update_task_mock) -> None:
         self.doc1.tags.add(self.t1)
 
@@ -223,6 +243,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertListEqual(args[0], [self.doc1.id, self.doc3.id])
         self.assertEqual(kwargs["add_tags"], [self.t1.id])
         self.assertEqual(kwargs["remove_tags"], [self.t2.id])
@@ -277,6 +300,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertListEqual(args[0], [self.doc1.id, self.doc3.id])
         self.assertEqual(kwargs["add_custom_fields"], [self.cf1.id])
         self.assertEqual(kwargs["remove_custom_fields"], [self.cf2.id])
@@ -345,6 +371,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertListEqual(args[0], [self.doc1.id, self.doc3.id])
         self.assertEqual(kwargs["add_custom_fields"], {self.cf1.id: "foo"})
         self.assertEqual(kwargs["remove_custom_fields"], [self.cf2.id])
@@ -506,6 +535,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertEqual(args[0], [self.doc1.id])
         self.assertEqual(len(kwargs), 0)
 
@@ -520,6 +552,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertEqual(args[0], [self.doc1.id])
         self.assertEqual(len(kwargs), 0)
 
@@ -544,6 +579,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertEqual(args[0], [self.doc1.id])
         self.assertEqual(len(kwargs), 0)
 
@@ -558,6 +596,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertEqual(args[0], [self.doc1.id])
         self.assertEqual(kwargs, {"remote_ocr": False})
 
@@ -580,9 +621,198 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertEqual(args[0], [self.doc1.id])
         self.assertEqual(kwargs, {"remote_ocr": True})
 
+    def _make_manual_workflow(self) -> Workflow:
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
+        )
+        action = WorkflowAction.objects.create()
+        workflow = Workflow.objects.create(name="Manual workflow", order=0)
+        workflow.triggers.add(trigger)
+        workflow.actions.add(action)
+        return workflow
+
+    def _run_workflow(self, parameters, documents=None):
+        return self.client.post(
+            "/api/documents/bulk_edit/",
+            json.dumps(
+                {
+                    "documents": documents or [self.doc1.id],
+                    "method": "run_workflow",
+                    "parameters": parameters,
+                },
+            ),
+            content_type="application/json",
+        )
+
+    @mock.patch("documents.views.bulk_edit.run_workflow")
+    def test_run_workflow(self, m) -> None:
+        """A valid run_workflow call passes the docs, workflow id and filter flag through."""
+        self.setup_mock(m, "run_workflow")
+        workflow = self._make_manual_workflow()
+
+        response = self._run_workflow({"workflow": workflow.id})
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        args, kwargs = m.call_args
+        self.assertEqual(args[0], [self.doc1.id])
+        self.assertEqual(kwargs, {"workflow": workflow.id, "filter_documents": True})
+
+        self._run_workflow({"workflow": workflow.id, "filter_documents": False})
+        self.assertFalse(m.call_args.kwargs["filter_documents"])
+
+    @mock.patch("documents.views.bulk_edit.run_workflow")
+    def test_run_workflow_invalid_parameters(self, m) -> None:
+        """Invalid run_workflow parameters are rejected before dispatch."""
+        self.setup_mock(m, "run_workflow")
+        manual = self._make_manual_workflow()
+        non_manual = Workflow.objects.create(name="Non-manual", order=0)
+        non_manual.triggers.add(
+            WorkflowTrigger.objects.create(
+                type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+            ),
+        )
+        disabled = Workflow.objects.create(
+            name="Disabled manual",
+            order=0,
+            enabled=False,
+        )
+        disabled.triggers.add(
+            WorkflowTrigger.objects.create(
+                type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
+            ),
+        )
+        for label, parameters in (
+            ("missing workflow", {}),
+            ("nonexistent workflow", {"workflow": 9999}),
+            ("no manual trigger", {"workflow": non_manual.id}),
+            ("disabled workflow", {"workflow": disabled.id}),
+            ("non-bool filter", {"workflow": manual.id, "filter_documents": "nope"}),
+        ):
+            with self.subTest(label):
+                response = self._run_workflow(parameters)
+                self.assertEqual(
+                    response.status_code,
+                    status.HTTP_400_BAD_REQUEST,
+                )
+        m.assert_not_called()
+
+    @mock.patch("documents.views.bulk_edit.run_workflow")
+    def test_run_workflow_requires_ownership(self, m) -> None:
+        """A non-owner without document ownership is forbidden (actions mutate docs)."""
+        self.setup_mock(m, "run_workflow")
+        user = UserFactory(username="no_perms")
+        grant_all_global(user)
+        doc = DocumentFactory(owner=UserFactory(username="other"))
+        workflow = self._make_manual_workflow()
+        self.client.force_authenticate(user=user)
+
+        response = self._run_workflow({"workflow": workflow.id}, documents=[doc.id])
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        m.assert_not_called()
+
+    @mock.patch("documents.views.bulk_edit.run_workflow")
+    def test_run_workflow_requires_workflow_permission(self, m) -> None:
+        """Owning the documents is not enough without view_workflow permission."""
+        self.setup_mock(m, "run_workflow")
+        user = UserFactory(username="no_wf_perms")
+        grant_global(user, "change_document")
+        doc = DocumentFactory(owner=user)
+        workflow = self._make_manual_workflow()
+        self.client.force_authenticate(user=user)
+
+        response = self._run_workflow({"workflow": workflow.id}, documents=[doc.id])
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        m.assert_not_called()
+
+    @mock.patch("documents.views.bulk_edit.run_zone_ocr")
+    def test_run_zone_ocr_documents_endpoint(self, m) -> None:
+        """
+        GIVEN:
+            - API data to run zone OCR on a document
+        WHEN:
+            - API is called
+        THEN:
+            - run_zone_ocr is called with the document
+        """
+        self.setup_mock(m, "run_zone_ocr")
+        response = self.client.post(
+            "/api/documents/run_zone_ocr/",
+            json.dumps({"documents": [self.doc1.id]}),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        m.assert_called_once()
+        args, kwargs = m.call_args
+        self.assertEqual(args[0], [self.doc1.id])
+        self.assertEqual(kwargs, {})
+
+    @mock.patch("documents.views.bulk_edit.run_zone_ocr")
+    def test_run_zone_ocr_documents_endpoint_with_template(self, m) -> None:
+        """
+        GIVEN:
+            - API data to run a chosen OCR template on a document
+        WHEN:
+            - API is called
+        THEN:
+            - run_zone_ocr is called with the template
+        """
+        self.setup_mock(m, "run_zone_ocr")
+        template = OcrTemplate.objects.create(
+            name="Bills",
+            source_width=100,
+            source_height=100,
+        )
+        response = self.client.post(
+            "/api/documents/run_zone_ocr/",
+            json.dumps({"documents": [self.doc1.id], "template": template.pk}),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        m.assert_called_once()
+        args, kwargs = m.call_args
+        self.assertEqual(args[0], [self.doc1.id])
+        self.assertEqual(kwargs, {"template": template})
+
+    @mock.patch("documents.views.bulk_edit.run_zone_ocr")
+    def test_run_zone_ocr_documents_endpoint_rejects_private_template(
+        self,
+        m,
+    ) -> None:
+        """
+        GIVEN:
+            - A user who can change the documents but not view the template
+        WHEN:
+            - API is called with that template
+        THEN:
+            - The whole request is refused
+        """
+        user = UserFactory(username="editor")
+        grant_global(user, "view_document", "change_document")
+        template = OcrTemplate.objects.create(
+            name="Private",
+            owner=UserFactory(username="other"),
+            source_width=100,
+            source_height=100,
+        )
+        self.client.force_authenticate(user=user)
+
+        response = self.client.post(
+            "/api/documents/run_zone_ocr/",
+            json.dumps({"documents": [self.doc1.id], "template": template.pk}),
+            content_type="application/json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        m.assert_not_called()
+
     @mock.patch("documents.serialisers.bulk_edit.set_storage_path")
     def test_api_set_storage_path(self, m) -> None:
         """
@@ -609,6 +839,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
 
         self.assertListEqual(args[0], [self.doc1.id])
         self.assertEqual(kwargs["storage_path"], self.sp1.id)
@@ -639,6 +872,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
 
         self.assertListEqual(args[0], [self.doc1.id])
         self.assertEqual(kwargs["storage_path"], None)
@@ -761,6 +997,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertEqual(args[0], [self.doc2.id])
         self.assertEqual(kwargs["storage_path"], self.sp1.id)
 
@@ -784,6 +1023,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertCountEqual(args[0], [self.doc1.id, self.doc3.id, self.doc5.id])
         self.assertEqual(kwargs["storage_path"], self.sp1.id)
 
@@ -820,6 +1062,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertCountEqual(args[0], [first_duplicate.id, second_duplicate.id])
         self.assertEqual(kwargs["storage_path"], self.sp1.id)
 
@@ -856,6 +1101,11 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
                 self.assertEqual(response.status_code, status.HTTP_200_OK)
                 get_backend.return_value.search_ids.assert_called_once()
                 args, kwargs = m.call_args
+                kwargs = {
+                    key: value
+                    for key, value in kwargs.items()
+                    if key != "update_callback"
+                }
                 self.assertEqual(args[0], [self.doc2.id])
                 self.assertEqual(kwargs["storage_path"], self.sp1.id)
 
@@ -1232,6 +1482,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
 
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertCountEqual(args[0], [self.doc2.id, self.doc3.id])
         self.assertEqual(len(kwargs["set_permissions"]["view"]["users"]), 2)
 
@@ -1644,6 +1897,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertCountEqual(args[0], [self.doc2.id, self.doc3.id])
         self.assertEqual(kwargs["degrees"], 90)
         self.assertEqual(kwargs["source_mode"], "latest_version")
@@ -1930,6 +2186,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertCountEqual(args[0], [self.doc2.id, self.doc3.id])
         self.assertEqual(kwargs["metadata_document_id"], self.doc3.id)
         self.assertEqual(kwargs["source_mode"], "latest_version")
@@ -2137,6 +2396,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertCountEqual(args[0], [self.doc2.id])
         self.assertEqual(kwargs["operations"], [{"page": 1}])
         self.assertEqual(kwargs["source_mode"], "explicit_selection")
@@ -2482,6 +2744,9 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
         args, kwargs = m.call_args
+        kwargs = {
+            key: value for key, value in kwargs.items() if key != "update_callback"
+        }
         self.assertCountEqual(args[0], [self.doc2.id])
         self.assertEqual(kwargs["password"], "secret")
         self.assertTrue(kwargs["update_document"])

src/documents/tests/test_api_documents.py

@@ -3689,6 +3689,7 @@ class TestDocumentApi(DirectoriesMixin, ConsumeTaskMixin, APITestCase):
             {
                 "id": note.id,
                 "note": note.note,
+                "format": Note.Format.PLAIN,
                 "user": {
                     "id": note.user.id,
                     "username": note.user.username,
@@ -3737,11 +3738,64 @@ class TestDocumentApi(DirectoriesMixin, ConsumeTaskMixin, APITestCase):
         resp_data = resp_data[0]
 
         self.assertEqual(resp_data["note"], "this is a posted note")
+        self.assertEqual(resp_data["format"], Note.Format.PLAIN)
 
         doc = Document.objects.get(pk=doc.pk)
         # modified was updated to today
         self.assertEqual(doc.modified.day, timezone.now().day)
 
+    def test_create_markdown_note(self) -> None:
+        doc = DocumentFactory(
+            title="test",
+            content="this is a document which will have a markdown note",
+        )
+
+        response = self.client.post(
+            f"/api/documents/{doc.pk}/notes/",
+            data={"note": "**markdown**", "format": Note.Format.MARKDOWN},
+            format="json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        note = Note.objects.get(document=doc)
+        self.assertEqual(note.format, Note.Format.MARKDOWN)
+
+        response = self.client.get(f"/api/documents/{doc.pk}/notes/", format="json")
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.json()[0]["format"], Note.Format.MARKDOWN)
+
+    def test_create_note_rejects_unsupported_format(self) -> None:
+        doc = DocumentFactory(
+            title="test",
+            content="this is a document which will have a note",
+        )
+
+        response = self.client.post(
+            f"/api/documents/{doc.pk}/notes/",
+            data={"note": "unsupported", "format": "html"},
+            format="json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+        self.assertIn("format", response.json())
+        self.assertFalse(Note.objects.filter(document=doc).exists())
+
+    def test_create_note_requires_note(self) -> None:
+        doc = DocumentFactory(
+            title="test",
+            content="this is a document which will have a note",
+        )
+
+        response = self.client.post(
+            f"/api/documents/{doc.pk}/notes/",
+            data={"format": Note.Format.MARKDOWN},
+            format="json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+        self.assertIn("note", response.json())
+        self.assertFalse(Note.objects.filter(document=doc).exists())
+
     def test_create_note_only_saves_document_modified_field(self) -> None:
         """
         GIVEN:

src/documents/tests/test_api_search_query_length.py

@@ -149,10 +149,10 @@ class TestPostSelectionPathsEnforceTheCap:
         assert str(_MAX_QUERY_LENGTH + 1) in message
         parse_spy.assert_not_called()
 
-    @mock.patch("documents.bulk_edit.bulk_update_documents.apply_async")
+    @mock.patch("documents.views.execute_bulk_operation.apply_async")
     def test_bulk_edit_query_at_exactly_the_cap_is_accepted(
         self,
-        bulk_update_task_mock: mock.MagicMock,
+        enqueue_mock: mock.MagicMock,
         admin_client: APIClient,
         searchable_document: Document,
     ) -> None:
@@ -163,12 +163,12 @@ class TestPostSelectionPathsEnforceTheCap:
             - Its `filters.query` is exactly `_MAX_QUERY_LENGTH` characters
               long
         THEN:
-            - The cap check accepts it and the request reaches the real
-              bulk-edit method (its Celery dispatch is mocked out here,
-              same as every other bulk-edit test, since nothing here is
-              testing that method itself)
+            - The cap check accepts it and queues the metadata operation.
+              Mock the executor dispatch so this exercises query validation
+              without requiring a broker.
         """
         query = "a" * _MAX_QUERY_LENGTH
+        enqueue_mock.return_value.id = "query-cap-task"
 
         response = admin_client.post(
             "/api/documents/bulk_edit/",
@@ -183,6 +183,11 @@ class TestPostSelectionPathsEnforceTheCap:
         )
 
         assert response.status_code == status.HTTP_200_OK
+        assert response.data == {"result": "OK", "task_id": "query-cap-task"}
+        enqueue_mock.assert_called_once()
+        assert (
+            enqueue_mock.call_args.kwargs["kwargs"]["operation"] == "set_document_type"
+        )
 
     def test_bulk_download_query_one_over_the_cap_is_a_400(
         self,

src/documents/tests/test_api_workflows.py

@@ -100,6 +100,47 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
             self.action.assign_correspondent.pk,
         )
 
+    def test_api_get_workflows_filter_trigger_type(self) -> None:
+        """
+        GIVEN:
+            - A consumption workflow and a manual workflow
+        WHEN:
+            - Workflows are requested filtered by trigger_type
+        THEN:
+            - Only workflows with a matching trigger are returned
+        """
+        manual_trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
+        )
+        manual_workflow = Workflow.objects.create(name="Manual", order=1)
+        manual_workflow.triggers.add(manual_trigger)
+
+        response = self.client.get(
+            f"{self.ENDPOINT}?trigger_type={WorkflowTrigger.WorkflowTriggerType.MANUAL}",
+            format="json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["count"], 1)
+        self.assertEqual(response.data["results"][0]["id"], manual_workflow.id)
+
+    def test_api_get_workflows_filter_enabled(self) -> None:
+        """
+        GIVEN:
+            - An enabled workflow and a disabled workflow
+        WHEN:
+            - Workflows are requested filtered by enabled
+        THEN:
+            - Only enabled workflows are returned
+        """
+        Workflow.objects.create(name="Disabled", order=1, enabled=False)
+
+        response = self.client.get(f"{self.ENDPOINT}?enabled=true", format="json")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data["count"], 1)
+        self.assertEqual(response.data["results"][0]["id"], self.workflow.id)
+
     def test_api_get_workflow_actions_ordered(self) -> None:
         """
         GIVEN:

src/documents/tests/test_bulk_edit.py

@@ -21,11 +21,13 @@ from documents.models import CustomField
 from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentType
+from documents.models import OcrTemplate
 from documents.models import StoragePath
 from documents.models import Tag
 from documents.pdf_ops import PageSpec
 from documents.permissions import PermissionsSpec
 from documents.permissions import set_permissions_for_objects
+from documents.tasks import extract_zones
 from paperless_testing.dirs import DirectoriesMixin
 from paperless_testing.factories import DocumentFactory
 from paperless_testing.permissions import grant_object
@@ -1874,6 +1876,111 @@ class TestPDFActions(DirectoriesMixin, TestCase):
         self.assertIn("Error removing password from document", cm.output[0])
 
 
+@pytest.mark.django_db
+class TestBulkEditRunZoneOcr:
+    @pytest.fixture
+    def mock_task(self, mocker: MockerFixture) -> mock.MagicMock:
+        return mocker.patch("documents.bulk_edit.extract_zones")
+
+    def test_queues_every_selected_document(
+        self,
+        mock_task: mock.MagicMock,
+    ) -> None:
+        """
+        GIVEN:
+            - Selected documents
+        WHEN:
+            - run_zone_ocr is called with them
+        THEN:
+            - Each document is queued once, templates are matched when its
+              task runs
+        """
+        docs = DocumentFactory.create_batch(2)
+
+        result = bulk_edit.run_zone_ocr([doc.id for doc in docs])
+
+        assert result == "OK"
+        assert [
+            call.kwargs["kwargs"] for call in mock_task.apply_async.call_args_list
+        ] == [{"document_id": doc.id, "template_id": None} for doc in docs]
+
+    def test_queues_the_chosen_template(self, mock_task: mock.MagicMock) -> None:
+        """
+        GIVEN:
+            - A chosen OCR template
+        WHEN:
+            - run_zone_ocr is called with it
+        THEN:
+            - The template is queued with the document
+        """
+        doc = DocumentFactory()
+        template = OcrTemplate.objects.create(
+            name="Bills",
+            source_width=100,
+            source_height=100,
+        )
+
+        bulk_edit.run_zone_ocr([doc.id], template=template)
+
+        assert mock_task.apply_async.call_args.kwargs["kwargs"] == {
+            "document_id": doc.id,
+            "template_id": template.pk,
+        }
+
+    def test_task_runs_extraction(self, mocker: MockerFixture) -> None:
+        """
+        GIVEN:
+            - A queued zone OCR task
+        WHEN:
+            - The task runs
+        THEN:
+            - Zone extraction runs on the stored document
+        """
+        extract = mocker.patch("documents.tasks.run_zone_extraction")
+        doc = DocumentFactory()
+
+        extract_zones(doc.id)
+
+        extract.assert_called_once_with(doc, templates=None, reindex=True)
+
+    def test_task_runs_the_chosen_template(self, mocker: MockerFixture) -> None:
+        """
+        GIVEN:
+            - A queued zone OCR task with a chosen template
+        WHEN:
+            - The task runs
+        THEN:
+            - Zone extraction runs with only that template
+        """
+        extract = mocker.patch("documents.tasks.run_zone_extraction")
+        doc = DocumentFactory()
+        template = OcrTemplate.objects.create(
+            name="Bills",
+            source_width=100,
+            source_height=100,
+        )
+
+        extract_zones(doc.id, template.pk)
+
+        extract.assert_called_once_with(doc, templates=[template], reindex=True)
+
+    def test_task_skips_a_deleted_template(self, mocker: MockerFixture) -> None:
+        """
+        GIVEN:
+            - A template deleted between queueing and running
+        WHEN:
+            - The task runs
+        THEN:
+            - Nothing is extracted
+        """
+        extract = mocker.patch("documents.tasks.run_zone_extraction")
+        doc = DocumentFactory()
+
+        extract_zones(doc.id, 999)
+
+        extract.assert_not_called()
+
+
 @pytest.mark.django_db
 class TestBulkEditReprocess:
     @pytest.fixture

src/documents/tests/test_bulk_operations.py

@@ -0,0 +1,307 @@
+"""Request acceptance, worker execution, and task tracking."""
+
+import uuid
+from unittest import mock
+
+import pytest
+from auditlog.models import LogEntry
+from django.contrib.auth.models import User
+from rest_framework.exceptions import PermissionDenied
+from rest_framework.test import APIClient
+
+from documents.bulk_operations import execute_bulk_operation
+from documents.models import Correspondent
+from documents.models import Document
+from documents.models import PaperlessTask
+from documents.signals.handlers import before_task_publish_handler
+from documents.signals.handlers import task_failure_handler
+from documents.signals.handlers import task_postrun_handler
+from documents.signals.handlers import task_revoked_handler
+from paperless_testing.factories import UserFactory
+
+
+@pytest.fixture
+def bulk_setup(paperless_dirs):
+    user = UserFactory(superuser=True)
+    client = APIClient()
+    client.force_authenticate(user)
+    doc = Document.objects.create(title="Example", checksum="bulk-op-example")
+    correspondent = Correspondent.objects.create(name="Example correspondent")
+    return user, client, doc, correspondent
+
+
+@pytest.mark.django_db
+@pytest.mark.parametrize(
+    "endpoint,operation,parameters",
+    [
+        ("bulk_edit", "set_correspondent", {"correspondent": None}),
+    ],
+)
+def test_request_only_queues(bulk_setup, endpoint, operation, parameters):
+    user, client, doc, _ = bulk_setup
+    task_id = str(uuid.uuid4())
+    data = {"documents": [doc.pk], "from_webui": True}
+    if endpoint == "bulk_edit":
+        data.update(method=operation, parameters=parameters)
+    with mock.patch("documents.views.execute_bulk_operation.apply_async") as enqueue:
+        enqueue.return_value.id = task_id
+        response = client.post(f"/api/documents/{endpoint}/", data, format="json")
+    assert response.status_code == 200
+    assert response.data == {"result": "OK", "task_id": task_id}
+    assert Document.objects.filter(pk=doc.pk).exists()
+    assert enqueue.call_args.kwargs["kwargs"] == {
+        "operation": operation,
+        "document_ids": [doc.pk],
+        "parameters": parameters,
+        "user_id": user.pk,
+    }
+    assert enqueue.call_args.kwargs["headers"]["trigger_source"] == "web_ui"
+
+
+@pytest.mark.django_db
+def test_metadata_task_includes_audit_and_followup(bulk_setup, settings):
+    user, _, doc, correspondent = bulk_setup
+    settings.AUDIT_LOG_ENABLED = True
+    with (
+        mock.patch("documents.bulk_operations.bulk_update_documents") as followup,
+        mock.patch(
+            "documents.bulk_edit.bulk_update_documents.apply_async",
+        ) as extra_task,
+    ):
+
+        def check_followup(ids):
+            doc.refresh_from_db()
+            assert doc.correspondent_id == correspondent.pk
+            assert LogEntry.objects.filter(object_pk=str(doc.pk), actor=user).exists()
+            assert ids == [doc.pk]
+
+        followup.side_effect = check_followup
+        result = execute_bulk_operation(
+            "set_correspondent",
+            [doc.pk],
+            {"correspondent": correspondent.pk},
+            user.pk,
+        )
+    followup.assert_called_once()
+    extra_task.assert_not_called()
+    assert result["document_count"] == 1
+
+
+@pytest.mark.django_db
+def test_permissions_rechecked_on_worker(bulk_setup):
+    user, _, doc, correspondent = bulk_setup
+    User.objects.filter(pk=user.pk).update(is_superuser=False)
+    with pytest.raises(PermissionDenied):
+        execute_bulk_operation(
+            "set_correspondent",
+            [doc.pk],
+            {"correspondent": correspondent.pk},
+            user.pk,
+        )
+    doc.refresh_from_db()
+    assert doc.correspondent_id is None
+
+
+@pytest.mark.django_db
+def test_queue_failure_does_not_change_documents(bulk_setup):
+    _, client, doc, correspondent = bulk_setup
+    with mock.patch(
+        "documents.views.execute_bulk_operation.apply_async",
+        side_effect=RuntimeError("broker unavailable"),
+    ):
+        response = client.post(
+            "/api/documents/bulk_edit/",
+            {
+                "documents": [doc.pk],
+                "method": "set_correspondent",
+                "parameters": {"correspondent": correspondent.pk},
+            },
+            format="json",
+        )
+    assert response.status_code == 400
+    doc.refresh_from_db()
+    assert doc.correspondent_id is None
+
+
+@pytest.mark.django_db
+@pytest.mark.parametrize("failed", [False, True])
+def test_tracked_outcome_records_initiator_and_result(bulk_setup, failed):
+    user, _, doc, _ = bulk_setup
+    task_id = str(uuid.uuid4())
+    before_task_publish_handler(
+        headers={
+            "task": "documents.bulk_operations.execute_bulk_operation",
+            "id": task_id,
+        },
+        body=(
+            (),
+            {
+                "operation": "set_permissions",
+                "document_ids": [doc.pk],
+                "user_id": user.pk,
+            },
+            {},
+        ),
+    )
+    task = PaperlessTask.objects.get(task_id=task_id)
+    assert task.owner_id == user.pk
+    assert task.task_type == PaperlessTask.TaskType.BULK_UPDATE
+    if failed:
+        task_failure_handler(task_id=task_id, exception=ValueError("Could not update"))
+    else:
+        task_postrun_handler(
+            task_id=task_id,
+            state="SUCCESS",
+            retval={"document_count": 1},
+        )
+    task.refresh_from_db()
+    assert task.status == ("failure" if failed else "success")
+    if failed:
+        assert task.result_data["error_message"] == "Could not update"
+    else:
+        assert task.result_data == {"document_count": 1}
+
+
+@pytest.mark.django_db
+def test_large_filtered_selection_is_one_task(bulk_setup):
+    _, client, _, _ = bulk_setup
+    Document.objects.bulk_create(
+        [
+            Document(title="bulk-large-selection", checksum=f"large-{i}")
+            for i in range(10_000)
+        ],
+    )
+    with mock.patch("documents.views.execute_bulk_operation.apply_async") as enqueue:
+        enqueue.return_value.id = str(uuid.uuid4())
+        response = client.post(
+            "/api/documents/bulk_edit/",
+            {
+                "all": True,
+                "filters": {"title__icontains": "bulk-large-selection"},
+                "method": "set_correspondent",
+                "parameters": {"correspondent": None},
+            },
+            format="json",
+        )
+    assert response.status_code == 200
+    enqueue.assert_called_once()
+    assert len(enqueue.call_args.kwargs["kwargs"]["document_ids"]) == 10_000
+
+
+@pytest.mark.django_db
+@pytest.mark.parametrize(
+    ("outcome", "expected_status", "expected_error"),
+    [
+        ("success", "success", ""),
+        ("failure", "failure", "Could not update"),
+        (
+            "expired",
+            "revoked",
+            "Task expired before execution. Check worker logs for details.",
+        ),
+    ],
+)
+def test_tracked_outcome_notifies_only_initiator(
+    bulk_setup,
+    outcome,
+    expected_status,
+    expected_error,
+):
+    user, _, doc, _ = bulk_setup
+    task_id = str(uuid.uuid4())
+    before_task_publish_handler(
+        headers={
+            "task": execute_bulk_operation.name,
+            "id": task_id,
+        },
+        body=(
+            (),
+            {
+                "operation": "set_permissions",
+                "document_ids": [doc.pk],
+                "user_id": user.pk,
+            },
+            {},
+        ),
+    )
+    task = PaperlessTask.objects.get(task_id=task_id)
+    assert task.owner_id == user.pk
+    assert task.task_type == PaperlessTask.TaskType.BULK_UPDATE
+    with mock.patch("documents.signals.handlers.async_to_sync") as send:
+        if outcome == "expired":
+            task_revoked_handler(
+                sender=execute_bulk_operation,
+                request=mock.Mock(id=task_id),
+                expired=True,
+            )
+        elif outcome == "failure":
+            task_failure_handler(
+                sender=execute_bulk_operation,
+                task_id=task_id,
+                exception=ValueError("Could not update"),
+            )
+        else:
+            task_postrun_handler(
+                task=execute_bulk_operation,
+                task_id=task_id,
+                state="SUCCESS",
+                retval={"document_count": 1},
+            )
+    group, event = send.return_value.call_args.args
+    assert group == f"bulk_operations_{user.pk}"
+    assert event["data"]["status"] == expected_status
+    assert event["data"]["error"] == expected_error
+    assert event["data"]["task_id"] == task_id
+
+
+@pytest.mark.anyio
+@pytest.mark.parametrize("anyio_backend", ["asyncio"])
+async def test_completion_socket_is_private(anyio_backend):
+    from types import SimpleNamespace
+
+    from channels.layers import get_channel_layer
+    from channels.testing import WebsocketCommunicator
+
+    from paperless.consumers import StatusConsumer
+
+    own = WebsocketCommunicator(StatusConsumer.as_asgi(), "/ws/status/")
+    other = WebsocketCommunicator(StatusConsumer.as_asgi(), "/ws/status/")
+    own.scope["user"] = SimpleNamespace(id=1, is_authenticated=True)
+    other.scope["user"] = SimpleNamespace(id=2, is_authenticated=True)
+    assert (await own.connect())[0]
+    assert (await other.connect())[0]
+    try:
+        event = {
+            "type": "bulk_operation_status",
+            "data": {"task_id": "example", "status": "success"},
+        }
+        await get_channel_layer().group_send("bulk_operations_1", event)
+        assert await own.receive_json_from() == event
+        assert await other.receive_nothing(timeout=0.02)
+    finally:
+        await own.disconnect()
+        await other.disconnect()
+
+
+@pytest.mark.django_db
+@pytest.mark.parametrize("endpoint", ["delete", "bulk_edit"])
+def test_trash_remains_synchronous(bulk_setup, endpoint):
+    _, client, doc, _ = bulk_setup
+    data = {"documents": [doc.pk]}
+    if endpoint == "bulk_edit":
+        data.update(method="delete", parameters={})
+    with (
+        mock.patch("documents.views.execute_bulk_operation.apply_async") as enqueue,
+        mock.patch("documents.search.get_backend"),
+    ):
+        response = client.post(
+            f"/api/documents/{endpoint}/",
+            data,
+            format="json",
+            HTTP_ACCEPT="application/json; version=9",
+        )
+    assert response.status_code == 200
+    assert response.data == {"result": "OK"}
+    assert not Document.objects.filter(pk=doc.pk).exists()
+    assert Document.deleted_objects.filter(pk=doc.pk).exists()
+    enqueue.assert_not_called()

src/documents/tests/test_regex.py

@@ -4,6 +4,7 @@ from django.conf import settings
 from pytest_mock import MockerFixture
 
 from documents.regex import safe_regex_finditer
+from documents.regex import safe_regex_fullmatch
 from documents.regex import safe_regex_match
 from documents.regex import safe_regex_search
 from documents.regex import safe_regex_sub
@@ -26,7 +27,7 @@ class TestValidateRegexPattern:
 
 
 class TestSafeRegexSearchAndMatch:
-    """Tests for safe_regex_search and safe_regex_match (same contract)."""
+    """Tests for safe_regex_search, _match and _fullmatch (same contract)."""
 
     @pytest.mark.parametrize(
         ("func", "pattern", "text", "expected_group"),
@@ -45,6 +46,13 @@ class TestSafeRegexSearchAndMatch:
                 "123",
                 id="match-match-found",
             ),
+            pytest.param(
+                safe_regex_fullmatch,
+                r"\d+",
+                "123",
+                "123",
+                id="fullmatch-match-found",
+            ),
         ],
     )
     def test_match_found(self, func, pattern, text, expected_group) -> None:
@@ -57,6 +65,12 @@ class TestSafeRegexSearchAndMatch:
         [
             pytest.param(safe_regex_search, r"\d+", "abcdef", id="search-no-match"),
             pytest.param(safe_regex_match, r"\d+", "abc123", id="match-no-match"),
+            pytest.param(
+                safe_regex_fullmatch,
+                r"\d+",
+                "123abc",
+                id="fullmatch-no-match",
+            ),
         ],
     )
     def test_no_match(self, func, pattern, text) -> None:
@@ -67,6 +81,7 @@ class TestSafeRegexSearchAndMatch:
         [
             pytest.param(safe_regex_search, id="search"),
             pytest.param(safe_regex_match, id="match"),
+            pytest.param(safe_regex_fullmatch, id="fullmatch"),
         ],
     )
     def test_invalid_pattern_returns_none(self, func) -> None:
@@ -77,6 +92,7 @@ class TestSafeRegexSearchAndMatch:
         [
             pytest.param(safe_regex_search, id="search"),
             pytest.param(safe_regex_match, id="match"),
+            pytest.param(safe_regex_fullmatch, id="fullmatch"),
         ],
     )
     def test_flags_respected(self, func) -> None:
@@ -87,6 +103,7 @@ class TestSafeRegexSearchAndMatch:
         [
             pytest.param(safe_regex_search, "search", id="search"),
             pytest.param(safe_regex_match, "match", id="match"),
+            pytest.param(safe_regex_fullmatch, "fullmatch", id="fullmatch"),
         ],
     )
     def test_timeout_returns_none(

src/documents/tests/test_task_signals.py

@@ -13,14 +13,52 @@ from documents.data_models import DocumentMetadataOverrides
 from documents.data_models import DocumentSource
 from documents.models import PaperlessTask
 from documents.signals.handlers import before_task_publish_handler
+from documents.signals.handlers import run_zone_ocr_extraction
 from documents.signals.handlers import task_failure_handler
 from documents.signals.handlers import task_postrun_handler
 from documents.signals.handlers import task_prerun_handler
 from documents.signals.handlers import task_revoked_handler
+from paperless_testing.factories import DocumentFactory
 from paperless_testing.factories import PaperlessTaskFactory
 from paperless_testing.factories import UserFactory
 
 
+@pytest.mark.django_db
+@pytest.mark.parametrize(
+    "original_file",
+    [None, "/tmp/original.pdf", Path("/tmp/original.pdf")],
+)
+def test_consumption_runs_zone_extraction(
+    original_file,
+    mocker: pytest_mock.MockerFixture,
+):
+    extract = mocker.patch("documents.zone_ocr.run_zone_extraction")
+    document = DocumentFactory()
+
+    run_zone_ocr_extraction(sender=None, document=document, original_file=original_file)
+
+    extract.assert_called_once_with(
+        document,
+        Path(original_file) if original_file else None,
+    )
+
+
+@pytest.mark.django_db
+def test_zone_extraction_failure_does_not_fail_consumption(
+    mocker: pytest_mock.MockerFixture,
+    caplog,
+):
+    mocker.patch(
+        "documents.zone_ocr.run_zone_extraction",
+        side_effect=RuntimeError("OCR failed"),
+    )
+    document = DocumentFactory()
+
+    run_zone_ocr_extraction(sender=None, document=document)
+
+    assert f"Zone OCR extraction failed for document {document.pk}" in caplog.text
+
+
 @pytest.fixture
 def consume_input_doc():
     doc = mock.MagicMock(spec=ConsumableDocument)

src/documents/tests/test_tasks.py

@@ -5,8 +5,11 @@ from unittest import mock
 
 import pytest
 from django.conf import settings
+from django.contrib.sessions.models import Session
+from django.db import connection
 from django.test import TestCase
 from django.test import override_settings
+from django.test.utils import CaptureQueriesContext
 from django.utils import timezone
 
 from documents import tasks
@@ -612,3 +615,36 @@ class TestApplyAISuggestionsTask(DirectoriesMixin, TestCase):
 
         apply_suggestions.assert_not_called()
         self.assertIn("no longer exists", "".join(cm.output))
+
+
+@pytest.mark.django_db
+class TestClearExpiredSessions:
+    def test_clears_only_expired_sessions_in_batches(self) -> None:
+        """
+        GIVEN:
+            - More than one batch of expired sessions and one still-valid session
+        WHEN:
+            - The clear_expired_sessions task runs
+        THEN:
+            - Only expired sessions are removed, using multiple deletes
+        """
+        now = timezone.now()
+        Session.objects.bulk_create(
+            Session(
+                session_key=f"expired-{i}",
+                session_data="",
+                expire_date=now - timedelta(days=1),
+            )
+            for i in range(501)
+        )
+        Session.objects.create(
+            session_key="valid",
+            session_data="",
+            expire_date=now + timedelta(days=1),
+        )
+
+        with CaptureQueriesContext(connection) as queries:
+            tasks.clear_expired_sessions()
+
+        assert set(Session.objects.values_list("session_key", flat=True)) == {"valid"}
+        assert sum(query["sql"].startswith("DELETE FROM") for query in queries) == 2

src/documents/tests/test_workflows.py

@@ -2288,6 +2288,83 @@ class TestWorkflows(
         doc.refresh_from_db()
         self.assertEqual(doc.owner, self.user2)
 
+    def _make_manual_workflow(self, *, require_tag: Tag | None = None) -> Workflow:
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
+        )
+        if require_tag is not None:
+            trigger.filter_has_all_tags.add(require_tag)
+        action = WorkflowAction.objects.create(assign_owner=self.user2)
+        workflow = Workflow.objects.create(name="Manual workflow", order=0)
+        workflow.triggers.add(trigger)
+        workflow.actions.add(action)
+        return workflow
+
+    @mock.patch("documents.tasks.send_websocket_document_updated")
+    def test_manual_workflow_run_applies_and_notifies(self, mock_ws) -> None:
+        """A manual run applies the workflow's actions and pushes a websocket update."""
+        workflow = self._make_manual_workflow()
+        doc = DocumentFactory()
+
+        tasks.run_workflows_for_documents([doc.pk], workflow.pk)
+
+        doc.refresh_from_db()
+        self.assertEqual(doc.owner, self.user2)
+        self.assertEqual(mock_ws.call_args.kwargs["document"].pk, doc.pk)
+
+    def test_manual_workflow_run_respects_filters(self) -> None:
+        """With filter_documents=True, a document failing the trigger filters is skipped."""
+        workflow = self._make_manual_workflow(require_tag=self.t1)
+        doc = DocumentFactory()
+
+        tasks.run_workflows_for_documents([doc.pk], workflow.pk, filter_documents=True)
+
+        doc.refresh_from_db()
+        self.assertIsNone(doc.owner)
+
+    def test_manual_workflow_run_force_ignores_filters(self) -> None:
+        """With filter_documents=False, actions run regardless of the trigger filters."""
+        workflow = self._make_manual_workflow(require_tag=self.t1)
+        doc = DocumentFactory()
+
+        tasks.run_workflows_for_documents([doc.pk], workflow.pk, filter_documents=False)
+
+        doc.refresh_from_db()
+        self.assertEqual(doc.owner, self.user2)
+
+    def test_manual_workflow_run_missing_workflow(self) -> None:
+        """A missing workflow id logs a warning rather than raising."""
+        doc = DocumentFactory()
+        with self.assertLogs("paperless.tasks", level="WARNING"):
+            tasks.run_workflows_for_documents([doc.pk], 9999)
+
+    @mock.patch("documents.tasks.send_websocket_document_updated")
+    @mock.patch("documents.tasks.run_workflows")
+    def test_manual_workflow_run_continues_after_error(
+        self,
+        mock_run_workflows,
+        mock_ws,
+    ) -> None:
+        """A failure on one document does not abort the run for the others."""
+        workflow = self._make_manual_workflow()
+        doc1 = DocumentFactory()
+        doc2 = DocumentFactory()
+
+        def side_effect(*args, document, **kwargs):
+            if document.pk == doc1.pk:
+                raise Exception("boom")
+
+        mock_run_workflows.side_effect = side_effect
+
+        with self.assertLogs("paperless.tasks", level="ERROR"):
+            tasks.run_workflows_for_documents([doc1.pk, doc2.pk], workflow.pk)
+
+        # Both documents were attempted; the websocket update only fired for the
+        # one that did not raise.
+        self.assertEqual(mock_run_workflows.call_count, 2)
+        ws_doc_ids = [c.kwargs["document"].pk for c in mock_ws.call_args_list]
+        self.assertEqual(ws_doc_ids, [doc2.pk])
+
     @mock.patch("documents.tasks.send_websocket_document_updated")
     def test_workflow_scheduled_trigger_sends_websocket_update(
         self,

src/documents/views.py

@@ -3,14 +3,17 @@ import logging
 import os
 import platform
 import re
+import subprocess
 import tempfile
 import zipfile
 from collections import Counter
 from collections import deque
 from collections.abc import Callable
+from dataclasses import asdict
 from datetime import datetime
 from datetime import timedelta
 from http import HTTPStatus
+from inspect import signature
 from itertools import islice
 from pathlib import Path
 from time import mktime
@@ -106,6 +109,9 @@ from documents import bulk_edit
 from documents.bulk_download import ArchiveOnlyStrategy
 from documents.bulk_download import OriginalAndArchiveStrategy
 from documents.bulk_download import OriginalsOnlyStrategy
+from documents.bulk_operations import QUEUED_OPERATIONS
+from documents.bulk_operations import execute_bulk_operation
+from documents.bulk_operations import snapshot_field
 from documents.caching import get_llm_suggestion_cache
 from documents.caching import get_metadata_cache
 from documents.caching import get_suggestion_cache
@@ -142,6 +148,7 @@ from documents.filters import ShareLinkFilterSet
 from documents.filters import StoragePathFilterSet
 from documents.filters import TagFilterSet
 from documents.filters import TitleContentFilter
+from documents.filters import WorkflowFilterSet
 from documents.mail import EmailAttachment
 from documents.mail import send_email
 from documents.matching import match_correspondents
@@ -154,6 +161,8 @@ from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import Note
+from documents.models import OcrTemplate
+from documents.models import OcrTemplateZone
 from documents.models import PaperlessTask
 from documents.models import SavedView
 from documents.models import ShareLink
@@ -173,6 +182,7 @@ from documents.permissions import ViewDocumentsPermissions
 from documents.permissions import annotate_document_count_for_related_queryset
 from documents.permissions import get_document_count_filter_for_user
 from documents.permissions import get_permission_grantees
+from documents.permissions import has_document_operation_permissions
 from documents.permissions import has_global_statistics_permission
 from documents.permissions import has_perms_owner_aware
 from documents.permissions import has_system_status_permission
@@ -182,6 +192,7 @@ from documents.permissions import restrict_queryset_to_visible
 from documents.permissions import set_permissions_for_objects
 from documents.permissions import user_is_unrestricted
 from documents.plugins.date_parsing import get_date_parser
+from documents.regex import safe_regex_fullmatch
 from documents.schema import generate_object_with_permissions_schema
 from documents.search import SearchHit
 from documents.serialisers import AcknowledgeTasksViewSerializer
@@ -201,12 +212,17 @@ from documents.serialisers import EditPdfDocumentsSerializer
 from documents.serialisers import EmailSerializer
 from documents.serialisers import MergeDocumentsAsVersionsSerializer
 from documents.serialisers import MergeDocumentsSerializer
+from documents.serialisers import NoteCreateSerializer
 from documents.serialisers import NotesSerializer
+from documents.serialisers import OcrTemplateSerializer
+from documents.serialisers import OcrTemplateTestSerializer
 from documents.serialisers import PostDocumentSerializer
 from documents.serialisers import RemovePasswordDocumentsSerializer
 from documents.serialisers import ReprocessDocumentsSerializer
 from documents.serialisers import RotateDocumentsSerializer
 from documents.serialisers import RunTaskSerializer
+from documents.serialisers import RunZoneOcrDocumentsSerializer
+from documents.serialisers import RunZoneOcrSerializer
 from documents.serialisers import SavedViewSerializer
 from documents.serialisers import SearchResultSerializer
 from documents.serialisers import SerializerWithPerms
@@ -238,6 +254,7 @@ from documents.versioning import get_latest_version_for_root
 from documents.versioning import get_request_version_param
 from documents.versioning import get_root_document
 from documents.versioning import latest_version_content_prefetch
+from documents.versioning import resolve_effective_document
 from documents.versioning import resolve_requested_version_for_root
 from documents.versioning import versions_newest_first
 from paperless import version
@@ -827,12 +844,7 @@ class EmailDocumentDetailSchema(EmailSerializer):
     notes=extend_schema(
         description="View, add, or delete notes for the document",
         methods=["GET", "POST", "DELETE"],
-        request=inline_serializer(
-            name="NoteCreateRequest",
-            fields={
-                "note": serializers.CharField(),
-            },
-        ),
+        request=NoteCreateSerializer,
         parameters=[
             OpenApiParameter(
                 name="id",
@@ -1890,19 +1902,23 @@ class DocumentViewSet(
                     {"error": "Error retrieving notes, check logs for more detail."},
                 )
         elif request.method == "POST":
-            try:
-                if currentUser is not None and not has_perms_owner_aware(
-                    currentUser,
-                    "change_document",
-                    doc,
-                ):
-                    return HttpResponseForbidden(
-                        "Insufficient permissions to create notes",
-                    )
+            if currentUser is not None and not has_perms_owner_aware(
+                currentUser,
+                "change_document",
+                doc,
+            ):
+                return HttpResponseForbidden(
+                    "Insufficient permissions to create notes",
+                )
 
+            note_serializer = NoteCreateSerializer(data=request.data)
+            note_serializer.is_valid(raise_exception=True)
+
+            try:
                 c = Note.objects.create(
                     document=doc,
-                    note=request.data["note"],
+                    note=note_serializer.validated_data["note"],
+                    format=note_serializer.validated_data["format"],
                     user=currentUser,
                 )
                 # If audit log is enabled make an entry in the log
@@ -2250,6 +2266,92 @@ class DocumentViewSet(
             raise Http404
         return version_doc
 
+    @extend_schema(
+        operation_id="documents_run_zone_ocr",
+        parameters=[
+            OpenApiParameter(
+                name="version",
+                type=OpenApiTypes.INT,
+                location=OpenApiParameter.QUERY,
+                description="File version ID. Defaults to the latest version.",
+            ),
+        ],
+        request=RunZoneOcrSerializer,
+        responses=inline_serializer(
+            name="RunZoneOcrResult",
+            fields={
+                "status": serializers.ChoiceField(choices=["completed", "skipped"]),
+                "reason": serializers.ChoiceField(
+                    choices=["no_template"],
+                    required=False,
+                ),
+                "results": serializers.ListField(child=serializers.DictField()),
+            },
+        ),
+    )
+    @action(
+        methods=["post"],
+        detail=True,
+        url_path="run-zone-ocr",
+        permission_classes=[IsAuthenticated],
+    )
+    def run_zone_ocr(self, request, pk=None):
+        """
+        Run zone-based OCR extraction on this document, with the given template
+        or with every template that matches it.
+        """
+        serializer = RunZoneOcrSerializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+        template = serializer.validated_data.get("template")
+
+        document = get_object_or_404(
+            Document.objects.select_related("root_document__owner"),
+            pk=pk,
+        )
+        if not request.user.has_perm(
+            "documents.change_document",
+        ) or not has_perms_owner_aware(request.user, "change_document", document):
+            return HttpResponseForbidden("Insufficient permissions")
+
+        if template is not None and not has_perms_owner_aware(
+            request.user,
+            "view_ocrtemplate",
+            template,
+        ):
+            return HttpResponseForbidden("Insufficient permissions")
+
+        from documents.zone_ocr import get_templates_for_document
+        from documents.zone_ocr import run_zone_extraction
+
+        resolution = resolve_effective_document(document, request)
+        if resolution.error == VersionResolutionError.INVALID:
+            raise NotFound("Invalid version parameter")
+        file_document = resolution.document
+        if file_document is None:
+            raise Http404
+
+        templates = (
+            [template]
+            if template is not None
+            else get_templates_for_document(file_document)
+        )
+        if not templates:
+            return Response(
+                {"status": "skipped", "reason": "no_template", "results": []},
+            )
+
+        doc_path = file_document.archive_path or file_document.source_path
+        if not doc_path or not Path(doc_path).is_file():
+            return Response(
+                {"error": "Document file not found"},
+                status=status.HTTP_404_NOT_FOUND,
+            )
+
+        results = run_zone_extraction(file_document, templates=templates, reindex=True)
+        return Response(
+            {"status": "completed", "results": [asdict(result) for result in results]},
+        )
+
     @extend_schema(
         operation_id="documents_delete_version",
         parameters=[
@@ -2982,6 +3084,27 @@ class DocumentOperationPermissionMixin(PassUserMixin, DocumentSelectionMixin):
         "merge_as_versions",
     }
 
+    def _queue_bulk_operation(self, method, documents, parameters, from_webui):
+        if "update_callback" in parameters:
+            raise ValueError("Unsupported bulk operation parameter: update_callback")
+        signature(method).bind(documents, **parameters)
+        task = execute_bulk_operation.apply_async(
+            kwargs={
+                "operation": method.__name__,
+                "document_ids": documents,
+                "parameters": parameters,
+                "user_id": self.request.user.pk,
+            },
+            headers={
+                "trigger_source": (
+                    PaperlessTask.TriggerSource.WEB_UI
+                    if from_webui
+                    else PaperlessTask.TriggerSource.API_UPLOAD
+                ),
+            },
+        )
+        return Response({"result": "OK", "task_id": task.id})
+
     def _has_document_permissions(
         self,
         *,
@@ -3027,6 +3150,7 @@ class DocumentOperationPermissionMixin(PassUserMixin, DocumentSelectionMixin):
                     bulk_edit.edit_pdf,
                     bulk_edit.merge_as_versions,
                     bulk_edit.remove_password,
+                    bulk_edit.run_workflow,
                 ]
             )
             or (
@@ -3110,7 +3234,7 @@ class DocumentOperationPermissionMixin(PassUserMixin, DocumentSelectionMixin):
                 else PaperlessTask.TriggerSource.API_UPLOAD
             )
 
-        if not self._has_document_permissions(
+        if not has_document_operation_permissions(
             user=user,
             documents=documents,
             method=method,
@@ -3141,67 +3265,21 @@ class DocumentOperationPermissionMixin(PassUserMixin, DocumentSelectionMixin):
                 name="BulkEditDocumentsResult",
                 fields={
                     "result": serializers.CharField(),
+                    "task_id": serializers.CharField(required=False),
                 },
             ),
         },
     ),
 )
 class BulkEditView(DocumentOperationPermissionMixin):
-    MODIFIED_FIELD_BY_METHOD = {
-        "set_correspondent": "correspondent",
-        "set_document_type": "document_type",
-        "set_storage_path": "storage_path",
-        "add_tag": "tags",
-        "remove_tag": "tags",
-        "modify_tags": "tags",
-        "modify_custom_fields": "custom_fields",
-        "set_permissions": None,
+    LEGACY_MODIFIED_FIELDS = {
         "delete": "deleted_at",
-        # These operations create new documents/versions no longer altering
-        # fields on the selected document in place
-        "rotate": None,
-        "delete_pages": None,
-        "split": None,
-        "merge": None,
-        "edit_pdf": None,
         "reprocess": "checksum",
         "remove_password": None,
     }
 
     serializer_class = BulkEditSerializer
 
-    @staticmethod
-    def _snapshot_field(doc_ids: list[int], field: str) -> dict[int, Any]:
-        """
-        Returns each document's current value of field, for the audit log.
-
-        Tags and custom fields are one row per value, so they are gathered
-        into a sorted list of pks per document (empty when there are none).
-        Reading them through Document.values() instead would join those rows
-        and return one arbitrary value per document.
-        """
-        if field == "tags":
-            rows = (
-                Document.tags.through.objects.filter(document_id__in=doc_ids)
-                .order_by("tag_id")
-                .values_list("document_id", "tag_id")
-            )
-        elif field == "custom_fields":
-            rows = (
-                CustomFieldInstance.objects.filter(document_id__in=doc_ids)
-                .order_by("pk")
-                .values_list("document_id", "pk")
-            )
-        else:
-            return dict(
-                Document.objects.filter(pk__in=doc_ids).values_list("pk", field),
-            )
-
-        values: dict[int, list[int]] = {doc_id: [] for doc_id in doc_ids}
-        for doc_id, pk in rows:
-            values[doc_id].append(pk)
-        return values
-
     def post(self, request, *args, **kwargs):
         request_method = request.data.get("method")
         api_version = int(request.version or settings.REST_FRAMEWORK["DEFAULT_VERSION"])
@@ -3237,7 +3315,7 @@ class BulkEditView(DocumentOperationPermissionMixin):
                 if from_webui
                 else PaperlessTask.TriggerSource.API_UPLOAD
             )
-        if not self._has_document_permissions(
+        if not has_document_operation_permissions(
             user=user,
             documents=documents,
             method=method,
@@ -3246,14 +3324,21 @@ class BulkEditView(DocumentOperationPermissionMixin):
             return HttpResponseForbidden("Insufficient permissions")
 
         try:
-            modified_field = self.MODIFIED_FIELD_BY_METHOD.get(method.__name__, None)
+            if method.__name__ in QUEUED_OPERATIONS:
+                return self._queue_bulk_operation(
+                    method,
+                    documents,
+                    parameters,
+                    from_webui,
+                )
+            modified_field = self.LEGACY_MODIFIED_FIELDS.get(method.__name__)
             if settings.AUDIT_LOG_ENABLED and modified_field:
-                old_values = self._snapshot_field(documents, modified_field)
+                old_values = snapshot_field(documents, modified_field)
 
             result = method(documents, **parameters)
 
             if settings.AUDIT_LOG_ENABLED and modified_field:
-                new_values = self._snapshot_field(documents, modified_field)
+                new_values = snapshot_field(documents, modified_field)
                 for doc in Document.objects.filter(pk__in=documents):
                     LogEntry.objects.log_create(
                         instance=doc,
@@ -3413,6 +3498,40 @@ class ReprocessDocumentsView(DocumentOperationPermissionMixin):
         )
 
 
+@extend_schema_view(
+    post=extend_schema(
+        operation_id="documents_run_zone_ocr_bulk",
+        description="Run OCR template zone extraction on selected documents",
+        responses={
+            200: inline_serializer(
+                name="RunZoneOcrDocumentsResult",
+                fields={
+                    "result": serializers.CharField(),
+                },
+            ),
+        },
+    ),
+)
+class RunZoneOcrDocumentsView(DocumentOperationPermissionMixin):
+    serializer_class = RunZoneOcrDocumentsSerializer
+
+    def post(self, request, *args, **kwargs):
+        serializer = self.get_serializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+        template = serializer.validated_data.get("template")
+        if template is not None and not has_perms_owner_aware(
+            request.user,
+            "view_ocrtemplate",
+            template,
+        ):
+            return HttpResponseForbidden("Insufficient permissions")
+        return self._execute_document_action(
+            method=bulk_edit.run_zone_ocr,
+            validated_data=serializer.validated_data,
+            operation_label="document zone OCR",
+        )
+
+
 @extend_schema_view(
     post=extend_schema(
         operation_id="documents_edit_pdf",
@@ -5196,6 +5315,8 @@ class WorkflowViewSet(ModelViewSet[Workflow]):
 
     serializer_class = WorkflowSerializer
     pagination_class = StandardPagination
+    filter_backends = (DjangoFilterBackend,)
+    filterset_class = WorkflowFilterSet
 
     model = Workflow
 
@@ -5710,3 +5831,147 @@ def serve_logo(request: HttpRequest, filename: str | None = None) -> FileRespons
         filename=logo_name,
         as_attachment=True,
     )
+
+
+class OcrTemplateViewSet(BulkPermissionMixin, PassUserMixin, ModelViewSet[OcrTemplate]):
+    """CRUD for OCR templates with zone definitions."""
+
+    model = OcrTemplate
+
+    queryset = (
+        OcrTemplate.objects.select_related("owner")
+        .prefetch_related(
+            "zones",
+            "zones__custom_field",
+        )
+        .order_by("name")
+    )
+    serializer_class = OcrTemplateSerializer
+    pagination_class = StandardPagination
+    permission_classes = (IsAuthenticated, PaperlessObjectPermissions)
+    filter_backends = (
+        OrderingFilter,
+        PermittedObjectsFilter,
+    )
+    ordering_fields = ("name",)
+
+    def get_permissions(self):
+        permissions = super().get_permissions()
+        if self.action in {"document_page_image", "test_zone"}:
+            permissions.append(ViewDocumentsPermissions())
+        return permissions
+
+    @action(
+        detail=False,
+        methods=["get"],
+        url_path=r"document-page-image/(?P<doc_id>[0-9]+)/(?P<page>[0-9]+)",
+    )
+    def document_page_image(self, request, doc_id=None, page=None):
+        """Render a page for the template editor's zone overlay."""
+        document = get_object_or_404(
+            Document.objects.select_related("root_document__owner"),
+            pk=doc_id,
+        )
+
+        if not has_perms_owner_aware(request.user, "view_document", document):
+            return HttpResponseForbidden("Insufficient permissions")
+
+        page_num = int(page)
+
+        if document.page_count and page_num >= document.page_count:
+            raise Http404(
+                f"Page {page_num} out of range (document has {document.page_count} pages)",
+            )
+
+        archive_path = document.archive_path
+        doc_path = archive_path or document.source_path
+        if not doc_path.is_file():
+            raise Http404("Document file not found")
+
+        if archive_path is None and document.mime_type.startswith("image/"):
+            return HttpResponse(doc_path.read_bytes(), content_type=document.mime_type)
+
+        with tempfile.TemporaryDirectory(dir=settings.SCRATCH_DIR) as tmp_dir:
+            output_prefix = Path(tmp_dir) / "page"
+            try:
+                subprocess.run(
+                    [
+                        "pdftoppm",
+                        "-png",
+                        "-r",
+                        "150",
+                        "-f",
+                        str(page_num + 1),
+                        "-l",
+                        str(page_num + 1),
+                        str(doc_path),
+                        str(output_prefix),
+                    ],
+                    check=True,
+                    capture_output=True,
+                    timeout=30,
+                )
+            except (subprocess.CalledProcessError, subprocess.TimeoutExpired) as error:
+                logger.warning(
+                    "Failed to render page %s of document %s: %s",
+                    page_num,
+                    document.pk,
+                    error,
+                )
+                raise Http404("Failed to render page") from error
+            except FileNotFoundError as error:
+                logger.warning("pdftoppm is not available")
+                raise Http404("Failed to render page") from error
+
+            rendered = sorted(Path(tmp_dir).glob("page-*.png"))
+            if not rendered:
+                raise Http404("No rendered page found")
+
+            content = rendered[0].read_bytes()
+
+        return HttpResponse(content, content_type="image/png")
+
+    @extend_schema(request=OcrTemplateTestSerializer)
+    @action(detail=False, methods=["post"], url_path="test-zone")
+    def test_zone(self, request):
+        """Extract an ad-hoc zone without changing the document."""
+        from documents.zone_ocr import extract_zone_preview
+
+        serializer = OcrTemplateTestSerializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+        document = serializer.validated_data["document"]
+
+        if not has_perms_owner_aware(request.user, "view_document", document):
+            return HttpResponseForbidden("Insufficient permissions")
+
+        doc_path = document.archive_path or document.source_path
+        if not doc_path or not Path(doc_path).is_file():
+            return Response(
+                {"error": "Document file not found"},
+                status=status.HTTP_404_NOT_FOUND,
+            )
+
+        zone = OcrTemplateZone(**serializer.validated_data["zone"])
+
+        result = extract_zone_preview(
+            Path(doc_path),
+            zone,
+            zone.zone_source_width or 0,
+            zone.zone_source_height or 0,
+            document.page_count,
+        )
+
+        regex_match = None
+        if zone.validation_regex and result.get("value") is not None:
+            regex_match = (
+                safe_regex_fullmatch(zone.validation_regex, result["value"]) is not None
+            )
+
+        return Response(
+            {
+                "raw_text": result.get("raw_text"),
+                "value": result.get("value"),
+                "regex": zone.validation_regex,
+                "regex_match": regex_match,
+            },
+        )