We need a tasks notification service

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>

.devcontainer/Dockerfile

@@ -8,7 +8,7 @@ ARG DEBIAN_FRONTEND=noninteractive
 ARG TARGETARCH
 
 # Can be workflow provided, defaults set for manual building
-ARG JBIG2ENC_VERSION=0.32
+ARG JBIG2ENC_VERSION=0.30
 
 # Set Python environment variables
 ENV PYTHONDONTWRITEBYTECODE=1 \

Dockerfile

@@ -99,7 +99,7 @@ ARG DEBIAN_FRONTEND=noninteractive
 ARG TARGETARCH
 
 # Can be workflow provided, defaults set for manual building
-ARG JBIG2ENC_VERSION=0.32
+ARG JBIG2ENC_VERSION=0.30
 
 # Set Python environment variables
 ENV PYTHONDONTWRITEBYTECODE=1 \

docs/api.md

@@ -288,6 +288,12 @@ The API supports various bulk-editing operations which are executed asynchronous
 For bulk operations on documents, use the endpoint `/api/documents/bulk_edit/` which accepts
 a json payload of the format:
 
+Document bulk operations, including the dedicated document action endpoints, return
+`{"result":"OK","task_id":"…"}` when queued. Use `/api/tasks/?task_id={uuid}`
+to check the task outcome. Actions that create or reprocess files may start further
+consumption or reprocessing tasks and completion of the bulk task means those tasks
+were scheduled, not that their file processing has finished.
+
 ```json
 {
   "documents": [LIST_OF_DOCUMENT_IDS],

docs/usage.md

@@ -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 +579,22 @@ 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. From the document list, the workflow's trigger filters apply by default, so
+documents that do not match are skipped. You can choose to **run on all selected documents** to ignore the filters.
+From an individual document, the option to ignore trigger filters is selected by default. Clear it to run the workflow
+only if the document matches its trigger filters.
+
+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 +675,7 @@ 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.

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

@@ -33,6 +33,7 @@ import { RemoteVersionService } from 'src/app/services/rest/remote-version.servi
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { SearchService } from 'src/app/services/rest/search.service'
 import { SettingsService } from 'src/app/services/settings.service'
+import { TaskNotificationService } from 'src/app/services/task-notification.service'
 import { TasksService } from 'src/app/services/tasks.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { UploadDocumentsService } from 'src/app/services/upload-documents.service'
@@ -198,14 +199,14 @@ describe('AppFrameComponent', () => {
     fixture.detectChanges()
   })
 
-  it('refreshes and notifies on completion without client-side task tracking', () => {
+  it('refreshes and updates the task notification on completion', () => {
     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 success = jest.spyOn(toastService, 'show')
     const refresh = jest
       .spyOn(openDocumentsService, 'refreshDocument')
       .mockImplementation(() => {})
@@ -230,7 +231,12 @@ describe('AppFrameComponent', () => {
     expect(refresh).toHaveBeenCalledWith(document.id)
     expect(maybeRefreshSpy).toHaveBeenCalledTimes(1)
     expect(tasksReload).toHaveBeenCalledTimes(1)
-    expect(success).toHaveBeenCalledWith('Bulk operation completed.')
+    expect(success).toHaveBeenCalledWith(
+      expect.objectContaining({
+        id: 'task-bulk-task',
+        content: 'Operation completed.',
+      })
+    )
     fixture.destroy()
     bulkEvents.next({
       task_id: 'bulk-task',
@@ -245,14 +251,14 @@ describe('AppFrameComponent', () => {
     const reload = jest.spyOn(list, 'reload').mockImplementation(() => {})
     jest.spyOn(list, 'reduceSelectionToFilter').mockImplementation(() => {})
     jest.spyOn(tasksService, 'reload').mockImplementation(() => {})
-    const error = jest.spyOn(toastService, 'showError')
+    const error = jest.spyOn(toastService, 'show')
     const success = jest.spyOn(toastService, 'showSuccess')
     for (const status of [
       PaperlessTaskStatus.Failure,
       PaperlessTaskStatus.Revoked,
     ]) {
       bulkEvents.next({
-        task_id: 'bulk-task',
+        task_id: `${status}-task`,
         operation: 'set_permissions',
         status,
         error:
@@ -262,11 +268,36 @@ describe('AppFrameComponent', () => {
       })
     }
     expect(reload).toHaveBeenCalledTimes(2)
-    expect(error).toHaveBeenCalledWith(expect.any(String), 'Could not update')
     expect(error).toHaveBeenCalledWith(
-      'Bulk operation revoked.',
-      'Task expired before execution.'
+      expect.objectContaining({
+        content:
+          'Operation failed. Some changes may already have been applied.',
+        error: 'Could not update',
+      })
     )
+    expect(error).toHaveBeenCalledWith(
+      expect.objectContaining({
+        content: 'Operation revoked.',
+        error: 'Task expired before execution.',
+      })
+    )
+    expect(success).not.toHaveBeenCalled()
+  })
+
+  it('passes delete completion to the shared task notification handler', () => {
+    const success = jest.spyOn(toastService, 'showSuccess')
+    const notifications = TestBed.inject(TaskNotificationService)
+    const handleStatus = jest.spyOn(notifications, 'complete')
+    bulkEvents.next({
+      task_id: 'delete-1',
+      operation: 'delete',
+      status: PaperlessTaskStatus.Success,
+    })
+    expect(handleStatus).toHaveBeenCalledWith({
+      task_id: 'delete-1',
+      operation: 'delete',
+      status: PaperlessTaskStatus.Success,
+    })
     expect(success).not.toHaveBeenCalled()
   })
 

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

@@ -57,6 +57,7 @@ import {
 } from 'src/app/services/rest/remote-version.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { SettingsService } from 'src/app/services/settings.service'
+import { TaskNotificationService } from 'src/app/services/task-notification.service'
 import { TasksService } from 'src/app/services/tasks.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { UploadDocumentsService } from 'src/app/services/upload-documents.service'
@@ -115,6 +116,7 @@ export class AppFrameComponent
   settingsService = inject(SettingsService)
   tasksService = inject(TasksService)
   private readonly toastService = inject(ToastService)
+  private readonly taskNotifications = inject(TaskNotificationService)
   private modalService = inject(NgbModal)
   permissionsService = inject(PermissionsService)
   private djangoMessagesService = inject(DjangoMessagesService)
@@ -182,7 +184,7 @@ export class AppFrameComponent
         ),
         takeUntilDestroyed(this.destroyRef)
       )
-      .subscribe(({ status, error }) => {
+      .subscribe((result) => {
         this.documentList.reload(null, false)
         this.documentList.reduceSelectionToFilter()
         // maybe someday we can optimize to only refresh affected documents
@@ -198,16 +200,7 @@ export class AppFrameComponent
         ) {
           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.taskNotifications.complete(result)
       })
 
     this.lastScrollY = window.scrollY

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

@@ -118,6 +118,7 @@ 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'
@@ -279,6 +280,7 @@ export const icons: Record<string, string> = {
   personFillLock,
   personLock,
   personSquare,
+  playCircle,
   playFill,
   plus,
   plusCircle,

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

@@ -0,0 +1,37 @@
+<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" />
+    @if (singleDocument) {
+      <label class="form-check-label" for="runWorkflowForce" i18n>Run on this document regardless of trigger filters</label>
+      <div class="form-text" i18n>Ignore the workflow's trigger filters for this document.</div>
+    } @else {
+      <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 +1,63 @@
+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')
+  })
+
+  it('should describe the checkbox for a selection or a single document', async () => {
+    const checkbox = fixture.nativeElement.querySelector('#runWorkflowForce')
+    expect(checkbox.checked).toBe(false)
+    expect(fixture.nativeElement.textContent).toContain(
+      'Run on all selected documents'
+    )
+
+    component.singleDocument = true
+    component.force = true
+    fixture.detectChanges()
+    await fixture.whenStable()
+    fixture.detectChanges()
+    expect(checkbox.checked).toBe(true)
+    expect(fixture.nativeElement.textContent).toContain(
+      'Run on this document regardless of trigger filters'
+    )
+    expect(fixture.nativeElement.textContent).not.toContain(
+      'Run on all selected documents'
+    )
+  })
+})

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

@@ -0,0 +1,26 @@
+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
+
+  public singleDocument: boolean = false
+
+  // 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/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/toast/toast.component.scss

@@ -7,6 +7,7 @@
     background-color: var(--pngx-toast-bg);
     color: var(--bs-body-color);
     overflow: hidden;
+    transition: background-color .18s ease, border-color .18s ease;
 
     &.toast-success {
         --pngx-toast-accent: var(--pngx-toast-success);
@@ -23,6 +24,13 @@
 
 .toast-icon {
     color: var(--pngx-toast-accent);
+    transition: color .18s ease;
+}
+
+@media (prefers-reduced-motion: reduce) {
+    .toast, .toast-icon {
+        transition: none;
+    }
 }
 
 .toast-content {

src-ui/src/app/components/common/toast/toast.component.spec.ts

@@ -65,6 +65,36 @@ describe('ToastComponent', () => {
     expect(component.delayRemaining()).toEqual(3000)
   })
 
+  it('updates its color and icon in place and restarts the countdown', () => {
+    jest.useFakeTimers()
+    fixture.componentRef.setInput('toast', {
+      id: 'task-1',
+      content: 'Queued',
+      delay: 5000,
+    })
+    fixture.detectChanges()
+    component.onShown(component.toast)
+    jest.advanceTimersByTime(4500)
+    const element = fixture.nativeElement.querySelector('ngb-toast')
+    fixture.componentRef.setInput('toast', {
+      id: 'task-1',
+      content: 'Completed',
+      delay: 5000,
+      level: ToastLevel.Success,
+    })
+    fixture.detectChanges()
+    expect(fixture.nativeElement.querySelector('ngb-toast')).toBe(element)
+    expect(element.classList).toContain('toast-success')
+    expect(element.querySelector('[name="check-circle"]')).not.toBeNull()
+    expect(component.delayRemaining()).toBe(5000)
+    const hide = jest.spyOn(component.ngbToast, 'hide')
+    jest.advanceTimersByTime(1000)
+    expect(hide).not.toHaveBeenCalled()
+    jest.advanceTimersByTime(4200)
+    expect(hide).toHaveBeenCalled()
+    jest.useRealTimers()
+  })
+
   it('should hide the toast when the countdown ends', () => {
     jest.useFakeTimers()
     const toast = { content: 'Info', delay: 3000 }

src-ui/src/app/components/common/toast/toast.component.ts

@@ -5,8 +5,10 @@ import {
   DestroyRef,
   EventEmitter,
   Input,
+  OnChanges,
   OnInit,
   Output,
+  SimpleChanges,
   ViewChild,
   inject,
   signal,
@@ -34,7 +36,7 @@ import { Toast, ToastLevel } from 'src/app/services/toast.service'
   styleUrl: './toast.component.scss',
   providers: [DatePipe, CustomDatePipe],
 })
-export class ToastComponent implements OnInit {
+export class ToastComponent implements OnInit, OnChanges {
   private clipboard = inject(Clipboard)
   private customDatePipe = inject(CustomDatePipe)
   private destroyRef = inject(DestroyRef)
@@ -69,6 +71,12 @@ export class ToastComponent implements OnInit {
     if (this.autohide) this.delayRemaining.set(this.toast.delay)
   }
 
+  ngOnChanges(changes: SimpleChanges): void {
+    if (changes.toast && !changes.toast.firstChange && this.autohide) {
+      this.onShown(this.toast)
+    }
+  }
+
   get relativeTimestamp(): string {
     return this.customDatePipe.transform(this.toast.timestamp, 'relative')
   }

src-ui/src/app/components/common/toasts/toasts.component.spec.ts

@@ -68,9 +68,9 @@ describe('ToastsComponent', () => {
     toasts.forEach((t) => toastSubject.next(t))
     expect(component.toasts().map((t) => t.id)).toEqual(['3', '2', '1'])
 
-    // showing a visible toast again moves it to the top without duplicating
+    // Updating a visible toast preserves its position without duplicating it.
     toastSubject.next(toasts[1])
-    expect(component.toasts().map((t) => t.id)).toEqual(['1', '3', '2'])
+    expect(component.toasts().map((t) => t.id)).toEqual(['3', '2', '1'])
   })
 
   it('should remove a popup when it hides without closing it', () => {

src-ui/src/app/components/common/toasts/toasts.component.ts

@@ -32,10 +32,11 @@ export class ToastsComponent {
           return
         }
         this.toasts.update((toasts) =>
-          [toast, ...toasts.filter((t) => t.id !== toast.id)].slice(
-            0,
-            MAX_VISIBLE_TOASTS
-          )
+          toasts.some((existing) => existing.id === toast.id)
+            ? toasts.map((existing) =>
+                existing.id === toast.id ? toast : existing
+              )
+            : [toast, ...toasts].slice(0, MAX_VISIBLE_TOASTS)
         )
       })
   }

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>

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

@@ -1013,27 +1013,85 @@ describe('DocumentDetailComponent', () => {
     ])
   })
 
-  it('should support reprocess, confirm and close modal after started', () => {
+  it('should queue reprocess, show the task link and close the modal', () => {
+    jest.useFakeTimers()
     initNormally()
     const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
-    reprocessSpy.mockReturnValue(of(true))
+    reprocessSpy.mockReturnValue(of({ result: 'OK', task_id: 'reprocess-1' }))
     let openModal: NgbModalRef
     modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
     const modalSpy = jest.spyOn(modalService, 'open')
-    const toastSpy = jest.spyOn(toastService, 'showInfo')
+    const toastSpy = jest.spyOn(toastService, 'show')
     component.reprocess()
     const modalCloseSpy = jest.spyOn(openModal, 'close')
     openModal.componentInstance.confirmClicked.next()
     expect(reprocessSpy).toHaveBeenCalledWith({ documents: [doc.id] }, false)
     expect(modalSpy).toHaveBeenCalled()
-    expect(toastSpy).toHaveBeenCalled()
+    expect(toastSpy).not.toHaveBeenCalled()
     expect(modalCloseSpy).toHaveBeenCalled()
+    jest.advanceTimersByTime(400)
+    expect(toastSpy).toHaveBeenCalledWith(
+      expect.objectContaining({
+        content: 'Document reprocessing queued.',
+        actionName: 'View task',
+      })
+    )
+    toastSpy.mock.calls.at(-1)[0].action()
+    expect(router.navigate).toHaveBeenCalledWith(['/tasks'], {
+      queryParams: { task_id: 'reprocess-1' },
+    })
+    expect(modalCloseSpy).toHaveBeenCalled()
+    jest.useRealTimers()
+  })
+
+  it('should run a workflow on the document, confirm and close modal', () => {
+    jest.useFakeTimers()
+    initNormally()
+    const bulkEditSpy = jest.spyOn(documentService, 'bulkEdit')
+    bulkEditSpy.mockReturnValue(of({ result: 'OK', task_id: 'workflow-1' }))
+    let openModal: NgbModalRef
+    modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
+    const toastSpy = jest.spyOn(toastService, 'show')
+    component.runWorkflow()
+    expect(openModal.componentInstance.singleDocument).toBe(true)
+    expect(openModal.componentInstance.force).toBe(true)
+    const modalCloseSpy = jest.spyOn(openModal, 'close')
+    openModal.componentInstance.workflowId = 5
+    openModal.componentInstance.confirmClicked.next()
+    expect(bulkEditSpy).toHaveBeenCalledWith(
+      { documents: [doc.id] },
+      'run_workflow',
+      { workflow: 5, filter_documents: false }
+    )
+    jest.advanceTimersByTime(400)
+    expect(toastSpy).toHaveBeenCalledWith(
+      expect.objectContaining({ content: 'Workflow queued.' })
+    )
+    expect(modalCloseSpy).toHaveBeenCalled()
+    jest.useRealTimers()
+  })
+
+  it('should apply workflow filters when the single-document checkbox is cleared', () => {
+    initNormally()
+    const bulkEditSpy = jest.spyOn(documentService, 'bulkEdit')
+    bulkEditSpy.mockReturnValue(of({ result: 'OK', task_id: 'workflow-2' }))
+    let openModal: NgbModalRef
+    modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
+    component.runWorkflow()
+    openModal.componentInstance.workflowId = 5
+    openModal.componentInstance.force = false
+    openModal.componentInstance.confirmClicked.next()
+    expect(bulkEditSpy).toHaveBeenCalledWith(
+      { documents: [doc.id] },
+      'run_workflow',
+      { workflow: 5, filter_documents: true }
+    )
   })
 
   it('should pass remote OCR choice when reprocessing', () => {
     initNormally()
     const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
-    reprocessSpy.mockReturnValue(of(true))
+    reprocessSpy.mockReturnValue(of({ result: 'OK', task_id: 'reprocess-2' }))
     let openModal: NgbModalRef
     modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
     component.reprocess()
@@ -1962,10 +2020,12 @@ describe('DocumentDetailComponent', () => {
   })
 
   it('should support pdf editor, handle error', () => {
+    jest.useFakeTimers()
     let modal: NgbModalRef
     modalService.activeInstances.subscribe((m) => (modal = m[0]))
     const closeSpy = jest.spyOn(openDocumentsService, 'closeDocument')
     const errorSpy = jest.spyOn(toastService, 'showError')
+    const queuedToastSpy = jest.spyOn(toastService, 'show')
     initNormally()
     component.selectedVersionId.set(10)
     component.editPdf()
@@ -1984,6 +2044,7 @@ describe('DocumentDetailComponent', () => {
       update_document: false,
       include_metadata: true,
       source_mode: 'explicit_selection',
+      from_webui: true,
     })
     req.error(new ErrorEvent('failed'))
     expect(errorSpy).toHaveBeenCalled()
@@ -1996,13 +2057,21 @@ describe('DocumentDetailComponent', () => {
     req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/edit_pdf/`
     )
-    req.flush(true)
-    expect(closeSpy).toHaveBeenCalled()
+    req.flush({ result: 'OK', task_id: 'edit-pdf-1' })
+    jest.advanceTimersByTime(400)
+    expect(closeSpy).not.toHaveBeenCalled()
+    expect(queuedToastSpy).toHaveBeenCalledWith(
+      expect.objectContaining({ content: 'PDF edit queued.' })
+    )
+    jest.useRealTimers()
   })
 
   it('should support removing password protection from pdfs', () => {
+    jest.useFakeTimers()
     let modal: NgbModalRef
     modalService.activeInstances.subscribe((m) => (modal = m[0]))
+    const closeSpy = jest.spyOn(openDocumentsService, 'closeDocument')
+    const queuedToastSpy = jest.spyOn(toastService, 'show')
     initNormally()
     component.selectedVersionId.set(10)
     component.password = 'secret'
@@ -2023,8 +2092,15 @@ describe('DocumentDetailComponent', () => {
       include_metadata: false,
       delete_original: true,
       source_mode: 'explicit_selection',
+      from_webui: true,
     })
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'remove-password-1' })
+    jest.advanceTimersByTime(400)
+    expect(closeSpy).not.toHaveBeenCalled()
+    expect(queuedToastSpy).toHaveBeenCalledWith(
+      expect.objectContaining({ content: 'Password removal queued.' })
+    )
+    jest.useRealTimers()
   })
 
   it('should require the current password before removing it', () => {
@@ -2076,9 +2152,9 @@ describe('DocumentDetailComponent', () => {
     const req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/remove_password/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'remove-password-2' })
 
-    expect(refreshSpy).toHaveBeenCalledWith(doc.id)
+    expect(refreshSpy).not.toHaveBeenCalled()
   })
 
   it('should support keyboard shortcuts', () => {

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

@@ -68,6 +68,8 @@ 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'
@@ -93,7 +95,9 @@ 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 { TaskNotificationService } from 'src/app/services/task-notification.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { TrashService } from 'src/app/services/trash.service'
 import { WebsocketStatusService } from 'src/app/services/websocket-status.service'
@@ -104,6 +108,7 @@ 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 { 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'
@@ -222,6 +227,7 @@ export class DocumentDetailComponent
   private documentListViewService = inject(DocumentListViewService)
   private documentTitlePipe = inject(DocumentTitlePipe)
   private toastService = inject(ToastService)
+  private taskNotifications = inject(TaskNotificationService)
   private trashService = inject(TrashService)
   private settings = inject(SettingsService)
   private storagePathService = inject(StoragePathService)
@@ -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
@@ -295,6 +302,7 @@ 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(''),
@@ -836,6 +844,20 @@ 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()
 
@@ -1538,9 +1560,11 @@ export class DocumentDetailComponent
           modal.componentInstance.remoteOcr
         )
         .subscribe({
-          next: () => {
-            this.toastService.showInfo(
-              $localize`Reprocess operation for "${this.document().title}" will begin in the background.`
+          next: ({ task_id }) => {
+            this.taskNotifications.showQueued(
+              task_id,
+              $localize`Document reprocessing queued.`,
+              { content: $localize`Document reprocessing completed.` }
             )
             if (modal) {
               modal.close()
@@ -1559,6 +1583,45 @@ 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.singleDocument = true
+    modal.componentInstance.force = true
+    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: ({ task_id }) => {
+            this.taskNotifications.showQueued(
+              task_id,
+              $localize`Workflow queued.`,
+              {
+                content: $localize`Workflow completed.`,
+              }
+            )
+            modal.close()
+          },
+          error: (error) => {
+            modal.componentInstance.buttonsEnabled.set(true)
+            this.toastService.showError(
+              $localize`Error executing operation`,
+              error
+            )
+          },
+        })
+    })
+  }
+
   private getSelectedNonLatestVersionId(): number | null {
     const versions = this.document()?.versions ?? []
     if (!versions.length || !this.selectedVersionId()) {
@@ -1934,14 +1997,15 @@ export class DocumentDetailComponent
           })
           .pipe(first(), takeUntil(this.unsubscribeNotifier))
           .subscribe({
-            next: () => {
-              this.toastService.showInfo(
-                $localize`PDF edit operation for "${this.document().title}" will begin in the background.`
+            next: ({ task_id }) => {
+              this.taskNotifications.showQueued(
+                task_id,
+                $localize`PDF edit queued.`,
+                {
+                  content: $localize`PDF edit completed.`,
+                }
               )
               modal.close()
-              if (modal.componentInstance.deleteOriginal) {
-                this.openDocumentService.closeDocument(this.document())
-              }
             },
             error: (error) => {
               if (modal) {
@@ -1991,17 +2055,14 @@ export class DocumentDetailComponent
           })
           .pipe(first(), takeUntil(this.unsubscribeNotifier))
           .subscribe({
-            next: () => {
-              this.toastService.showInfo(
-                $localize`Password removal operation for "${this.document().title}" will begin in the background.`
+            next: ({ task_id }) => {
+              this.taskNotifications.showQueued(
+                task_id,
+                $localize`Password removal queued.`,
+                { content: $localize`Password removal completed.` }
               )
               this.networkActive.set(false)
               modal.close()
-              if (!dialog.updateDocument && dialog.deleteOriginal) {
-                this.openDocumentService.closeDocument(this.document())
-              } else if (dialog.updateDocument) {
-                this.openDocumentService.refreshDocument(this.documentId())
-              }
             },
             error: (error) => {
               dialog.buttonsEnabled.set(true)

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

@@ -2,6 +2,7 @@ import { DatePipe } from '@angular/common'
 import { SimpleChange, signal } from '@angular/core'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { By } from '@angular/platform-browser'
+import { Router } from '@angular/router'
 import { NgbModal } from '@ng-bootstrap/ng-bootstrap'
 import { Subject, of, throwError } from 'rxjs'
 import { DocumentVersionInfo } from 'src/app/data/document'
@@ -33,7 +34,7 @@ describe('DocumentVersionDropdownComponent', () => {
     >
   >
   let toastService: jest.Mocked<
-    Pick<ToastService, 'showError' | 'showInfo' | 'showSuccess'>
+    Pick<ToastService, 'show' | 'showError' | 'showInfo' | 'showSuccess'>
   >
   let finished$: Subject<{ taskId: string }>
   let failed$: Subject<{ taskId: string; message?: string }>
@@ -54,6 +55,7 @@ describe('DocumentVersionDropdownComponent', () => {
     }
     modalService = { open: jest.fn() }
     toastService = {
+      show: jest.fn(),
       showError: jest.fn(),
       showInfo: jest.fn(),
       showSuccess: jest.fn(),
@@ -88,6 +90,10 @@ describe('DocumentVersionDropdownComponent', () => {
           provide: PermissionsService,
           useValue: permissionsService,
         },
+        {
+          provide: Router,
+          useValue: { navigate: jest.fn() },
+        },
         {
           provide: WebsocketStatusService,
           useValue: {
@@ -377,7 +383,8 @@ describe('DocumentVersionDropdownComponent', () => {
     expect(component.versionLabelDraft).toEqual('')
   })
 
-  it('addExistingDocumentAsVersion should merge with a label and refresh versions', () => {
+  it('addExistingDocumentAsVersion should queue with a label and wait to refresh versions', () => {
+    jest.useFakeTimers()
     const confirmClicked = new Subject<number>()
     const modal = {
       componentInstance: {
@@ -388,14 +395,9 @@ describe('DocumentVersionDropdownComponent', () => {
       close: jest.fn(),
     }
     modalService.open.mockReturnValue(modal as any)
-    documentService.mergeDocumentsAsVersions.mockReturnValue(of({} as any))
-    // Newest first, as the API returns them. The merged document has a lower id
-    // than the root, which is the whole point of merging an existing document.
-    const versions: DocumentVersionInfo[] = [
-      { id: 2, is_root: false, checksum: 'cccc' },
-      { id: 3, is_root: true, checksum: 'aaaa' },
-    ]
-    documentService.getVersions.mockReturnValue(of({ id: 3, versions } as any))
+    documentService.mergeDocumentsAsVersions.mockReturnValue(
+      of({ result: 'OK', task_id: 'versions-1' })
+    )
     component.newVersionLabel = '  Imported  '
     const versionsEmitSpy = jest.spyOn(component.versionsUpdated, 'emit')
     const selectedEmitSpy = jest.spyOn(component.versionSelected, 'emit')
@@ -410,11 +412,18 @@ describe('DocumentVersionDropdownComponent', () => {
       'Imported'
     )
     expect(documentService.updateVersionLabel).not.toHaveBeenCalled()
-    expect(documentService.getVersions).toHaveBeenCalledWith(3)
-    expect(versionsEmitSpy).toHaveBeenCalledWith(versions)
-    expect(selectedEmitSpy).toHaveBeenCalledWith(2)
+    expect(documentService.getVersions).not.toHaveBeenCalled()
+    expect(versionsEmitSpy).not.toHaveBeenCalled()
+    expect(selectedEmitSpy).not.toHaveBeenCalled()
     expect(component.newVersionLabel).toEqual('')
     expect(modal.close).toHaveBeenCalled()
-    expect(toastService.showSuccess).toHaveBeenCalled()
+    jest.advanceTimersByTime(400)
+    expect(toastService.show).toHaveBeenCalledWith(
+      expect.objectContaining({
+        content: 'Existing document queued to be added as a version.',
+        actionName: 'View task',
+      })
+    )
+    jest.useRealTimers()
   })
 })

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

@@ -28,6 +28,7 @@ import { DocumentVersionInfo } from 'src/app/data/document'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { DocumentService } from 'src/app/services/rest/document.service'
+import { TaskNotificationService } from 'src/app/services/task-notification.service'
 import { ToastService } from 'src/app/services/toast.service'
 import {
   UploadState,
@@ -77,6 +78,7 @@ export class DocumentVersionDropdownComponent
   private readonly toastService = inject(ToastService)
   private readonly websocketStatusService = inject(WebsocketStatusService)
   private readonly modalService = inject(NgbModal)
+  private readonly taskNotifications = inject(TaskNotificationService)
   private readonly destroy$ = new Subject<void>()
   private readonly documentChange$ = new Subject<void>()
 
@@ -305,23 +307,19 @@ export class DocumentVersionDropdownComponent
             versionLabel
           )
           .pipe(
-            switchMap(() => this.documentsService.getVersions(this.documentId)),
             first(),
             finalize(() => dialog.buttonsEnabled.set(true)),
             takeUntil(this.destroy$),
             takeUntil(this.documentChange$)
           )
           .subscribe({
-            next: (document) => {
-              if (document?.versions?.length) {
-                this.versionsUpdated.emit(document.versions)
-                // The API returns versions newest first
-                this.versionSelected.emit(document.versions[0].id)
-              }
+            next: ({ task_id }) => {
               this.newVersionLabel = ''
               modal.close()
-              this.toastService.showSuccess(
-                $localize`Existing document added as a version.`
+              this.taskNotifications.showQueued(
+                task_id,
+                $localize`Existing document queued to be added as a version.`,
+                { content: $localize`Existing document added as a version.` }
               )
             },
             error: (error) => {

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

@@ -98,6 +98,11 @@
           <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>
+          }
         </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)
@@ -654,6 +674,53 @@ describe('BulkEditorComponent', () => {
     )
   })
 
+  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)
+    expect(modal.componentInstance.singleDocument).toBe(false)
+    expect(modal.componentInstance.force).toBe(false)
+    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
+    httpTestingController.match(
+      `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
+    ) // listAllFilteredIds
+  })
+
   it('should set modal dialog text accordingly for tag edit confirmation', () => {
     let modal: NgbModalRef
     modalService.activeInstances.subscribe((m) => (modal = m[m.length - 1]))
@@ -1172,14 +1239,15 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/delete/`
     )
-    const notifySpy = jest
-      .spyOn(trashService, 'notifyMovedToTrash')
+    const trackSpy = jest
+      .spyOn(trashService, 'trackMovedToTrash')
       .mockImplementation(() => {})
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'delete-1' })
     expect(req.request.body).toEqual({
       documents: [3, 4],
+      from_webui: true,
     })
-    expect(notifySpy).toHaveBeenCalledWith(expect.any(String), [3, 4])
+    expect(trackSpy).toHaveBeenCalledWith('delete-1', 2, [3, 4])
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
     ) // list reload
@@ -1196,9 +1264,9 @@ describe('BulkEditorComponent', () => {
     req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/delete/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'delete-2' })
     // ids aren't known when all matching documents are selected, so no undo
-    expect(notifySpy).toHaveBeenLastCalledWith(expect.any(String), null)
+    expect(trackSpy).toHaveBeenLastCalledWith('delete-2', 0, null)
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
     ) // list reload
@@ -1278,10 +1346,11 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/reprocess/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'reprocess-1' })
     expect(req.request.body).toEqual({
       documents: [3, 4],
       remote_ocr: false,
+      from_webui: true,
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
@@ -1312,11 +1381,12 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/rotate/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'rotate-1' })
     expect(req.request.body).toEqual({
       documents: [3, 4],
       degrees: 90,
       source_mode: 'latest_version',
+      from_webui: true,
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
@@ -1354,10 +1424,11 @@ describe('BulkEditorComponent', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/merge/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'merge-1' })
     expect(req.request.body).toEqual({
       documents: [3, 4],
       metadata_document_id: 3,
+      from_webui: true,
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
@@ -1372,11 +1443,12 @@ describe('BulkEditorComponent', () => {
     req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/merge/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'merge-2' })
     expect(req.request.body).toEqual({
       documents: [3, 4],
       metadata_document_id: 3,
       delete_originals: true,
+      from_webui: true,
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
@@ -1393,11 +1465,12 @@ describe('BulkEditorComponent', () => {
     req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}documents/merge/`
     )
-    req.flush(true)
+    req.flush({ result: 'OK', task_id: 'merge-3' })
     expect(req.request.body).toEqual({
       documents: [3, 4],
       metadata_document_id: 3,
       archive_fallback: true,
+      from_webui: true,
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
@@ -1409,6 +1482,7 @@ describe('BulkEditorComponent', () => {
   })
 
   it('should support merging documents as versions', () => {
+    jest.useFakeTimers()
     let modal: NgbModalRef
     modalService.activeInstances.subscribe((m) => (modal = m[0]))
     jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
@@ -1436,8 +1510,8 @@ describe('BulkEditorComponent', () => {
       .mockReturnValue(true)
     const mergeAsVersionsSpy = jest
       .spyOn(documentService, 'mergeDocumentsAsVersions')
-      .mockReturnValue(of(true))
-    const toastSuccessSpy = jest.spyOn(toastService, 'showSuccess')
+      .mockReturnValue(of({ result: 'OK', task_id: 'versions-1' }))
+    const toastSpy = jest.spyOn(toastService, 'show')
     fixture.detectChanges()
 
     component.mergeSelectedAsVersions()
@@ -1453,9 +1527,11 @@ describe('BulkEditorComponent', () => {
       `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
     )
     expect(documentListViewService.selected.size).toEqual(0)
-    expect(toastSuccessSpy).toHaveBeenCalledWith(
-      'Documents merged as versions.'
+    jest.advanceTimersByTime(400)
+    expect(toastSpy).toHaveBeenCalledWith(
+      expect.objectContaining({ content: 'Bulk operation queued.' })
     )
+    jest.useRealTimers()
   })
 
   it('should not report success when merging documents as versions fails', () => {
@@ -1549,6 +1625,7 @@ describe('BulkEditorComponent', () => {
   it.each([true, false])(
     'shows queued feedback and gates the task link on permission (%s)',
     (canViewTasks) => {
+      jest.useFakeTimers()
       jest
         .spyOn(permissionsService, 'currentUserCan')
         .mockReturnValue(canViewTasks)
@@ -1569,6 +1646,8 @@ describe('BulkEditorComponent', () => {
       )
       req.flush({ result: 'OK', task_id: 'queued-operation' })
       expect(close).toHaveBeenCalledTimes(1)
+      expect(queued).not.toHaveBeenCalled()
+      jest.advanceTimersByTime(400)
       const notification = queued.mock.calls.at(-1)[0]
       expect(notification.content).toBe('Bulk operation queued.')
       if (canViewTasks) {
@@ -1584,6 +1663,7 @@ describe('BulkEditorComponent', () => {
       expect(reload).not.toHaveBeenCalled()
       expect(documentListViewService.selected.size).toBe(0)
       expect(documentListViewService.allSelected).toBe(false)
+      jest.useRealTimers()
     }
   )
 

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

@@ -19,24 +19,18 @@ import {
   NgbModalRef,
 } from '@ng-bootstrap/ng-bootstrap'
 import { saveAs } from 'file-saver'
-import {
-  first,
-  map,
-  Observable,
-  Subject,
-  switchMap,
-  takeUntil,
-  tap,
-} from 'rxjs'
+import { first, map, Observable, Subject, switchMap, takeUntil } from 'rxjs'
 import { BootstrapIconComponent } from 'src/app/components/common/bootstrap-icon/bootstrap-icon.component'
 import { ConfirmDialogComponent } from 'src/app/components/common/confirm-dialog/confirm-dialog.component'
+import { BulkOperationResponse } from 'src/app/data/bulk-operation'
 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 { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
 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'
 import {
   PermissionAction,
   PermissionsService,
@@ -51,11 +45,12 @@ import {
   DocumentService,
   MergeDocumentsRequest,
 } 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 { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { TagService } from 'src/app/services/rest/tag.service'
+import { WorkflowService } from 'src/app/services/rest/workflow.service'
 import { SettingsService } from 'src/app/services/settings.service'
+import { TaskNotificationService } from 'src/app/services/task-notification.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { TrashService } from 'src/app/services/trash.service'
 import { flattenTags } from 'src/app/utils/flatten-tags'
@@ -64,6 +59,7 @@ 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 { 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'
@@ -106,16 +102,18 @@ export class BulkEditorComponent
   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 taskNotifications = inject(TaskNotificationService)
   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 +256,20 @@ 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 +298,28 @@ 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,
@@ -304,65 +338,39 @@ export class BulkEditorComponent
       })
   }
 
-  private handleOperationQueued(modal: NgbModalRef, taskId: string) {
+  private handleOperationQueued(
+    modal: NgbModalRef,
+    taskId: string,
+    onQueued?: (taskId: string) => void
+  ) {
     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 },
-              }),
-          }
-        : {}),
-    })
+    if (onQueued) {
+      onQueued(taskId)
+    } else {
+      this.taskNotifications.showQueued(
+        taskId,
+        $localize`Bulk operation queued.`
+      )
+    }
   }
 
   private executeDocumentAction(
     modal: NgbModalRef,
-    request: Observable<any>,
-    options: { clearSelection?: boolean; successMessage?: string } = {}
+    request: Observable<BulkOperationResponse>,
+    onQueued?: (taskId: string) => void
   ) {
     if (modal) {
       modal.componentInstance.buttonsEnabled.set(false)
     }
     request.pipe(first()).subscribe({
-      next: () => {
-        this.handleOperationSuccess(modal, options.clearSelection ?? false)
-        if (options.successMessage) {
-          this.toastService.showSuccess(options.successMessage)
-        }
+      next: ({ task_id }) => {
+        this.handleOperationQueued(modal, task_id, onQueued)
       },
       error: (error) => this.handleOperationError(modal, error),
     })
   }
 
-  private handleOperationSuccess(
-    modal: NgbModalRef,
-    clearSelection: boolean = false
-  ) {
-    if (clearSelection) {
-      this.list.selected.clear()
-    }
-    this.list.reload()
-    this.list.reduceSelectionToFilter()
-    this.list.selected.forEach((id) => {
-      this.openDocumentService.refreshDocument(id)
-    })
-    this.savedViewService.maybeRefreshDocumentCounts()
-    if (modal) {
-      modal.close()
-    }
-  }
-
   private handleOperationError(modal: NgbModalRef, error: any) {
     if (modal) {
       modal.componentInstance.buttonsEnabled.set(true)
@@ -930,16 +938,8 @@ export class BulkEditorComponent
     const count = this.getSelectionSize()
     this.executeDocumentAction(
       modal,
-      this.documentService
-        .deleteDocuments(this.getSelectionQuery())
-        .pipe(
-          tap(() =>
-            this.trashService.notifyMovedToTrash(
-              $localize`Moved ${count} document(s) to the trash`,
-              documents
-            )
-          )
-        )
+      this.documentService.deleteDocuments(this.getSelectionQuery()),
+      (taskId) => this.trashService.trackMovedToTrash(taskId, count, documents)
     )
   }
 
@@ -1053,11 +1053,7 @@ export class BulkEditorComponent
         mergeDialog.buttonsEnabled.set(false)
         this.executeDocumentAction(
           modal,
-          this.documentService.mergeDocuments(mergeDialog.documentIDs(), args),
-          { clearSelection: !!args.delete_originals }
-        )
-        this.toastService.showInfo(
-          $localize`Merged document will be queued for consumption.`
+          this.documentService.mergeDocuments(mergeDialog.documentIDs(), args)
         )
       })
   }
@@ -1082,11 +1078,7 @@ export class BulkEditorComponent
           this.documentService.mergeDocumentsAsVersions(
             mergeDialog.documentIDs(),
             mergeDialog.rootDocumentID()
-          ),
-          {
-            clearSelection: true,
-            successMessage: $localize`Documents merged as versions.`,
-          }
+          )
         )
       })
   }

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 +5,45 @@
 .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;
+  }
+
+  h1 { font-size: 1.25em; }
+  h2 { font-size: 1.15em; }
+  h3 { font-size: 1.05em; }
+
+  table {
+    margin-bottom: 1rem;
+    display: block;
+    overflow-x: auto;
+  }
+
+  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/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/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/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

@@ -290,6 +290,7 @@ describe(`DocumentService`, () => {
     expect(req.request.method).toEqual('POST')
     expect(req.request.body).toEqual({
       documents: ids,
+      from_webui: true,
     })
   })
 
@@ -303,6 +304,7 @@ describe(`DocumentService`, () => {
     expect(req.request.body).toEqual({
       documents: ids,
       remote_ocr: false,
+      from_webui: true,
     })
   })
 
@@ -317,6 +319,7 @@ describe(`DocumentService`, () => {
     expect(req.request.body).toEqual({
       documents: ids,
       remote_ocr: true,
+      from_webui: true,
     })
   })
 
@@ -331,6 +334,7 @@ describe(`DocumentService`, () => {
       documents: ids,
       degrees: 90,
       source_mode: 'latest_version',
+      from_webui: true,
     })
   })
 
@@ -346,6 +350,7 @@ describe(`DocumentService`, () => {
       documents: ids,
       metadata_document_id: 1,
       delete_originals: true,
+      from_webui: true,
     })
   })
 
@@ -359,6 +364,7 @@ describe(`DocumentService`, () => {
     expect(req.request.body).toEqual({
       documents: ids,
       root_document_id: 2,
+      from_webui: true,
     })
   })
 
@@ -374,6 +380,7 @@ describe(`DocumentService`, () => {
       documents: ids,
       root_document_id: 2,
       version_label: 'Imported',
+      from_webui: true,
     })
   })
 
@@ -388,6 +395,7 @@ describe(`DocumentService`, () => {
     expect(req.request.body).toEqual({
       documents: ids,
       operations: [{ page: 1, rotate: 90, doc: 0 }],
+      from_webui: true,
     })
   })
 
@@ -403,6 +411,7 @@ describe(`DocumentService`, () => {
       documents: ids,
       password: 'secret',
       update_document: true,
+      from_webui: true,
     })
   })
 

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

@@ -39,6 +39,7 @@ export type DocumentBulkEditMethod =
   | 'modify_tags'
   | 'modify_custom_fields'
   | 'set_permissions'
+  | 'run_workflow'
 
 export interface MergeDocumentsRequest {
   metadata_document_id?: number
@@ -350,19 +351,24 @@ export class DocumentService extends AbstractPaperlessService<Document> {
   }
 
   deleteDocuments(selection: DocumentSelectionQuery) {
-    return this.http.post(this.getResourceUrl(null, 'delete'), {
-      ...selection,
-    })
+    return this.http.post<BulkOperationResponse>(
+      this.getResourceUrl(null, 'delete'),
+      { ...selection, from_webui: true }
+    )
   }
 
   reprocessDocuments(
     selection: DocumentSelectionQuery,
     remoteOcr: boolean = false
   ) {
-    return this.http.post(this.getResourceUrl(null, 'reprocess'), {
-      ...selection,
-      remote_ocr: remoteOcr,
-    })
+    return this.http.post<BulkOperationResponse>(
+      this.getResourceUrl(null, 'reprocess'),
+      {
+        ...selection,
+        remote_ocr: remoteOcr,
+        from_webui: true,
+      }
+    )
   }
 
   rotateDocuments(
@@ -370,18 +376,26 @@ export class DocumentService extends AbstractPaperlessService<Document> {
     degrees: number,
     sourceMode: BulkEditSourceMode = BulkEditSourceMode.LATEST_VERSION
   ) {
-    return this.http.post(this.getResourceUrl(null, 'rotate'), {
-      ...selection,
-      degrees,
-      source_mode: sourceMode,
-    })
+    return this.http.post<BulkOperationResponse>(
+      this.getResourceUrl(null, 'rotate'),
+      {
+        ...selection,
+        degrees,
+        source_mode: sourceMode,
+        from_webui: true,
+      }
+    )
   }
 
   mergeDocuments(ids: number[], request: MergeDocumentsRequest = {}) {
-    return this.http.post(this.getResourceUrl(null, 'merge'), {
-      documents: ids,
-      ...request,
-    })
+    return this.http.post<BulkOperationResponse>(
+      this.getResourceUrl(null, 'merge'),
+      {
+        documents: ids,
+        ...request,
+        from_webui: true,
+      }
+    )
   }
 
   mergeDocumentsAsVersions(
@@ -389,28 +403,40 @@ export class DocumentService extends AbstractPaperlessService<Document> {
     rootDocumentId: number,
     versionLabel?: string
   ) {
-    return this.http.post(this.getResourceUrl(null, 'merge_as_versions'), {
-      documents: ids,
-      root_document_id: rootDocumentId,
-      ...(versionLabel ? { version_label: versionLabel } : {}),
-    })
+    return this.http.post<BulkOperationResponse>(
+      this.getResourceUrl(null, 'merge_as_versions'),
+      {
+        documents: ids,
+        root_document_id: rootDocumentId,
+        ...(versionLabel ? { version_label: versionLabel } : {}),
+        from_webui: true,
+      }
+    )
   }
 
   editPdfDocuments(ids: number[], request: EditPdfDocumentsRequest) {
-    return this.http.post(this.getResourceUrl(null, 'edit_pdf'), {
-      documents: ids,
-      ...request,
-    })
+    return this.http.post<BulkOperationResponse>(
+      this.getResourceUrl(null, 'edit_pdf'),
+      {
+        documents: ids,
+        ...request,
+        from_webui: true,
+      }
+    )
   }
 
   removePasswordDocuments(
     ids: number[],
     request: RemovePasswordDocumentsRequest
   ) {
-    return this.http.post(this.getResourceUrl(null, 'remove_password'), {
-      documents: ids,
-      ...request,
-    })
+    return this.http.post<BulkOperationResponse>(
+      this.getResourceUrl(null, 'remove_password'),
+      {
+        documents: ids,
+        ...request,
+        from_webui: true,
+      }
+    )
   }
 
   getSelectionData(

src-ui/src/app/services/task-notification.service.spec.ts

@@ -0,0 +1,145 @@
+import { TestBed } from '@angular/core/testing'
+import { Router } from '@angular/router'
+import { BulkOperationStatus } from '../data/bulk-operation'
+import { PaperlessTaskStatus } from '../data/paperless-task'
+import { PermissionsService } from './permissions.service'
+import { TaskNotificationService } from './task-notification.service'
+import { Toast, ToastLevel, ToastService } from './toast.service'
+
+describe('TaskNotificationService', () => {
+  let service: TaskNotificationService
+  let toastService: ToastService
+  let popups: Toast[]
+  let notifications: Toast[]
+  const navigate = jest.fn()
+  const currentUserCan = jest.fn()
+  const result = (
+    status = PaperlessTaskStatus.Success
+  ): BulkOperationStatus => ({
+    task_id: 'task-1',
+    operation: 'run_workflow',
+    status,
+  })
+
+  beforeEach(() => {
+    jest.useFakeTimers()
+    currentUserCan.mockReturnValue(true)
+    TestBed.configureTestingModule({
+      providers: [
+        { provide: Router, useValue: { navigate } },
+        { provide: PermissionsService, useValue: { currentUserCan } },
+      ],
+    })
+    service = TestBed.inject(TaskNotificationService)
+    toastService = TestBed.inject(ToastService)
+    popups = []
+    notifications = []
+    toastService.showToast.subscribe((toast) => popups.push(toast))
+    toastService
+      .getToasts()
+      .subscribe((toasts) => (notifications = [...toasts]))
+  })
+
+  afterEach(() => {
+    jest.clearAllTimers()
+    jest.useRealTimers()
+  })
+
+  it('replaces a queued notification with its result, retaining the task link', () => {
+    service.showQueued('task-1', 'Workflow queued.', {
+      content: 'Workflow completed.',
+    })
+    jest.advanceTimersByTime(399)
+    expect(popups).toHaveLength(0)
+    jest.advanceTimersByTime(1)
+    expect(popups[0].content).toBe('Workflow queued.')
+    service.complete(result())
+    expect(notifications).toHaveLength(1)
+    expect(popups[1]).toEqual(
+      expect.objectContaining({
+        id: popups[0].id,
+        content: 'Workflow completed.',
+        level: ToastLevel.Success,
+        actionName: 'View task',
+      })
+    )
+    popups[1].action()
+    expect(navigate).toHaveBeenCalledWith(['/tasks'], {
+      queryParams: { task_id: 'task-1' },
+    })
+  })
+
+  it('shows only the result when a task completes during the grace period', () => {
+    service.showQueued('task-1', 'Queued')
+    jest.advanceTimersByTime(100)
+    service.complete(result())
+    jest.advanceTimersByTime(1000)
+    expect(popups.map((toast) => toast.content)).toEqual([
+      'Operation completed.',
+    ])
+  })
+
+  it('does not show a stale queued state when completion beats the HTTP response', () => {
+    service.complete(result())
+    service.showQueued('task-1', 'Workflow queued.', {
+      content: 'Workflow completed.',
+    })
+    jest.advanceTimersByTime(1000)
+    expect(popups.every((toast) => toast.level === ToastLevel.Success)).toBe(
+      true
+    )
+    expect(notifications).toHaveLength(1)
+    expect(notifications[0].content).toBe('Workflow completed.')
+  })
+
+  it.each([PaperlessTaskStatus.Failure, PaperlessTaskStatus.Revoked])(
+    'replaces the queued state with an error for %s',
+    (status) => {
+      service.showQueued('task-1', 'Queued', {
+        content: 'Success',
+        actionName: 'Undo',
+      })
+      jest.advanceTimersByTime(400)
+      service.complete({ ...result(status), error: 'Task failed' })
+      expect(notifications).toHaveLength(1)
+      expect(notifications[0]).toEqual(
+        expect.objectContaining({
+          level: ToastLevel.Error,
+          error: 'Task failed',
+          actionName: 'View task',
+        })
+      )
+    }
+  )
+
+  it('ignores nonterminal and duplicate outcomes', () => {
+    service.showQueued('task-1', 'Queued')
+    service.complete(result(PaperlessTaskStatus.Started))
+    expect(popups).toHaveLength(0)
+    service.complete(result())
+    service.complete(result())
+    expect(popups).toHaveLength(1)
+  })
+
+  it('keeps concurrent task notifications separate', () => {
+    service.showQueued('task-1', 'First queued')
+    service.showQueued('task-2', 'Second queued')
+    jest.advanceTimersByTime(400)
+    service.complete(result())
+    expect(notifications).toHaveLength(2)
+    expect(notifications.map((toast) => toast.content)).toEqual([
+      'Second queued',
+      'Operation completed.',
+    ])
+  })
+
+  it('omits task links without task viewing permission', () => {
+    currentUserCan.mockReturnValue(false)
+    service.showQueued('task-1', 'Queued')
+    jest.advanceTimersByTime(400)
+    service.complete(result())
+    expect(popups.every((toast) => !toast.action && !toast.actionName)).toBe(
+      true
+    )
+  })
+})

src-ui/src/app/services/task-notification.service.ts

@@ -0,0 +1,110 @@
+import { inject, Injectable, OnDestroy } from '@angular/core'
+import { Router } from '@angular/router'
+import { BulkOperationStatus } from '../data/bulk-operation'
+import { PaperlessTaskStatus } from '../data/paperless-task'
+import {
+  PermissionAction,
+  PermissionsService,
+  PermissionType,
+} from './permissions.service'
+import { Toast, ToastLevel, ToastService } from './toast.service'
+
+interface PendingNotification {
+  success: Partial<Toast>
+  timer: ReturnType<typeof setTimeout>
+}
+
+@Injectable({ providedIn: 'root' })
+export class TaskNotificationService implements OnDestroy {
+  private toastService = inject(ToastService)
+  private router = inject(Router)
+  private permissionsService = inject(PermissionsService)
+  private pending = new Map<string, PendingNotification>()
+  private completed = new Map<string, BulkOperationStatus>()
+
+  ngOnDestroy() {
+    this.pending.forEach(({ timer }) => clearTimeout(timer))
+  }
+
+  showQueued(taskId: string, content: string, success: Partial<Toast> = {}) {
+    const completed = this.completed.get(taskId)
+    if (completed) {
+      this.showResult(completed, success)
+      return
+    }
+    if (this.pending.has(taskId)) return
+    this.pending.set(taskId, {
+      success,
+      // short delay in case the task finishes super fast
+      timer: setTimeout(() => this.show(taskId, { content, delay: 5000 }), 400),
+    })
+  }
+
+  complete(result: BulkOperationStatus) {
+    if (
+      ![
+        PaperlessTaskStatus.Success,
+        PaperlessTaskStatus.Failure,
+        PaperlessTaskStatus.Revoked,
+      ].includes(result.status) ||
+      this.completed.has(result.task_id)
+    )
+      return
+
+    this.completed.set(result.task_id, result)
+    // Retain recent outcomes in case task finishes quickly
+    if (this.completed.size > 100) {
+      this.completed.delete(this.completed.keys().next().value)
+    }
+    const pending = this.pending.get(result.task_id)
+    if (pending) {
+      clearTimeout(pending.timer)
+      this.pending.delete(result.task_id)
+    }
+    // Trash needs the caller's document IDs to offer Undo on success.
+    if (
+      pending ||
+      result.operation !== 'delete' ||
+      result.status !== PaperlessTaskStatus.Success
+    ) {
+      this.showResult(result, pending?.success)
+    }
+  }
+
+  private showResult(
+    result: BulkOperationStatus,
+    success: Partial<Toast> = {}
+  ) {
+    const succeeded = result.status === PaperlessTaskStatus.Success
+    this.show(result.task_id, {
+      content: succeeded
+        ? $localize`Operation completed.`
+        : result.status === PaperlessTaskStatus.Revoked
+          ? $localize`Operation revoked.`
+          : $localize`Operation failed. Some changes may already have been applied.`,
+      delay: succeeded ? 5000 : 10000,
+      level: succeeded ? ToastLevel.Success : ToastLevel.Error,
+      ...(succeeded ? success : { error: result.error }),
+    })
+  }
+
+  private show(taskId: string, toast: Toast) {
+    const canViewTasks = this.permissionsService.currentUserCan(
+      PermissionAction.View,
+      PermissionType.PaperlessTask
+    )
+    this.toastService.show({
+      id: `task-${taskId}`,
+      ...(canViewTasks
+        ? {
+            actionName: $localize`View task`,
+            action: () =>
+              this.router.navigate(['/tasks'], {
+                queryParams: { task_id: taskId },
+              }),
+          }
+        : {}),
+      ...toast,
+    })
+  }
+}

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

@@ -38,6 +38,29 @@ describe('ToastService', () => {
     })
   })
 
+  it('updates a notification by ID without duplicating or moving it', () => {
+    let notifications: Toast[] = []
+    toastService
+      .getToasts()
+      .subscribe((toasts) => (notifications = [...toasts]))
+    toastService.show({ id: 'task-1', content: 'Queued', delay: 5000 })
+    toastService.show({
+      id: 'other',
+      content: 'Another notification',
+      delay: 5000,
+    })
+    toastService.show({
+      id: 'task-1',
+      content: 'Completed',
+      delay: 5000,
+      level: ToastLevel.Success,
+    })
+    expect(notifications.map((toast) => toast.content)).toEqual([
+      'Another notification',
+      'Completed',
+    ])
+  })
+
   it('parses error string to object on show', () => {
     const toast = {
       title: 'Title',

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

@@ -75,7 +75,14 @@ export class ToastService {
     if (persistent) {
       // the dropdown is open, so it's seen as it arrives
       toast.read = !!this._suppressPopupToasts
-      this.toasts.unshift(toast)
+      const index = this.toasts.findIndex(
+        (existing) => existing.id === toast.id
+      )
+      if (index === -1) {
+        this.toasts.unshift(toast)
+      } else {
+        this.toasts[index] = toast
+      }
       this.toastsSubject.next(this.toasts)
     }
     // Popups are suppressed while the dropdown is open

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

@@ -5,8 +5,10 @@ import {
   HttpTestingController,
 } from '@angular/common/http/testing'
 import { environment } from 'src/environments/environment'
+import { PaperlessTaskStatus } from '../data/paperless-task'
 import { DocumentListViewService } from './document-list-view.service'
-import { Toast, ToastService } from './toast.service'
+import { TaskNotificationService } from './task-notification.service'
+import { Toast, ToastLevel, ToastService } from './toast.service'
 import { TrashService } from './trash.service'
 
 describe('TrashService', () => {
@@ -105,4 +107,52 @@ describe('TrashService', () => {
     expect(toast.content).toEqual('Moved 500 document(s) to the trash')
     expect(toast.action).toBeUndefined()
   })
+
+  it('offers Undo only after the matching delete task succeeds', () => {
+    let toasts: Toast[] = []
+    toastService.getToasts().subscribe((t) => (toasts = [...t]))
+    service.trackMovedToTrash('delete-1', 2, [1, 2])
+    expect(toasts).toHaveLength(0)
+    const notifications = TestBed.inject(TaskNotificationService)
+    notifications.complete({
+      task_id: 'other-delete',
+      operation: 'delete',
+      status: PaperlessTaskStatus.Success,
+    })
+    expect(toasts).toHaveLength(0)
+    notifications.complete({
+      task_id: 'delete-1',
+      operation: 'delete',
+      status: PaperlessTaskStatus.Success,
+    })
+    expect(toasts).toHaveLength(1)
+    expect(toasts[0].actionName).toBe('Undo')
+    toasts[0].action()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}trash/`
+    )
+    expect(req.request.body).toEqual({ action: 'restore', documents: [1, 2] })
+  })
+
+  it('handles completion before the queue response and does not offer Undo on failure', () => {
+    let toasts: Toast[] = []
+    toastService.getToasts().subscribe((t) => (toasts = [...t]))
+    const notifications = TestBed.inject(TaskNotificationService)
+    notifications.complete({
+      task_id: 'delete-1',
+      operation: 'delete',
+      status: PaperlessTaskStatus.Success,
+    })
+    service.trackMovedToTrash('delete-1', 1, [1])
+    expect(toasts[0].actionName).toBe('Undo')
+    service.trackMovedToTrash('delete-2', 1, [2])
+    notifications.complete({
+      task_id: 'delete-2',
+      operation: 'delete',
+      status: PaperlessTaskStatus.Failure,
+    })
+    expect(toasts).toHaveLength(2)
+    expect(toasts[0].level).toBe(ToastLevel.Error)
+    expect(toasts[0].actionName).not.toBe('Undo')
+  })
 })

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

@@ -5,7 +5,8 @@ import { environment } from 'src/environments/environment'
 import { Document } from '../data/document'
 import { Results } from '../data/results'
 import { DocumentListViewService } from './document-list-view.service'
-import { ToastLevel, ToastService } from './toast.service'
+import { TaskNotificationService } from './task-notification.service'
+import { Toast, ToastLevel, ToastService } from './toast.service'
 
 @Injectable({
   providedIn: 'root',
@@ -14,6 +15,22 @@ export class TrashService {
   private http = inject(HttpClient)
   private toastService = inject(ToastService)
   private documentListViewService = inject(DocumentListViewService)
+  private taskNotifications = inject(TaskNotificationService)
+
+  public trackMovedToTrash(
+    taskId: string,
+    count: number,
+    documents?: number[]
+  ) {
+    this.taskNotifications.showQueued(
+      taskId,
+      $localize`Bulk operation queued.`,
+      this.movedToTrashToast(
+        $localize`Moved ${count} document(s) to the trash`,
+        documents
+      )
+    )
+  }
 
   public getTrash(page: number = 1): Observable<Results<Document>> {
     const httpParams = new HttpParams().set('page', page.toString())
@@ -43,14 +60,22 @@ export class TrashService {
    * Shows a toast with an Undo action when possible
    */
   public notifyMovedToTrash(content: string, documents?: number[]) {
+    this.toastService.show(this.movedToTrashToast(content, documents))
+  }
+
+  private movedToTrashToast(content: string, documents?: number[]): Toast {
     const canUndo = documents?.length > 0
-    this.toastService.show({
+    return {
       content,
       delay: 10000,
       level: ToastLevel.Success,
-      actionName: canUndo ? $localize`Undo` : undefined,
-      action: canUndo ? () => this.undoMoveToTrash(documents) : undefined,
-    })
+      ...(canUndo
+        ? {
+            actionName: $localize`Undo`,
+            action: () => this.undoMoveToTrash(documents),
+          }
+        : {}),
+    }
   }
 
   private undoMoveToTrash(documents: number[]) {

src/documents/bulk_edit.py

@@ -42,6 +42,7 @@ from documents.plugins.helpers import DocumentsStatusManager
 from documents.tasks import bulk_update_documents
 from documents.tasks import consume_file
 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
@@ -426,6 +427,7 @@ def delete(doc_ids: list[int]) -> Literal["OK"]:
                 "Detected a possible incompatible database column. See https://docs.paperless-ngx.com/troubleshooting/#convert-uuid-field",
             )
         logger.error(f"Error deleting documents: {e!s}")
+        raise
 
     return "OK"
 
@@ -464,6 +466,25 @@ 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.
+
+    Called from the tracked bulk operation task.
+    """
+    run_workflows_for_documents(
+        document_ids=doc_ids,
+        workflow_id=workflow,
+        filter_documents=filter_documents,
+    )
+    return "OK"
+
+
 def set_permissions(
     doc_ids: list[int],
     set_permissions: PermissionsSpec,

src/documents/bulk_operations.py

@@ -1,4 +1,4 @@
-"""Queued document metadata edits."""
+"""Queued document bulk operations."""
 
 from typing import Any
 
@@ -12,6 +12,7 @@ from rest_framework.exceptions import PermissionDenied
 from documents import bulk_edit
 from documents.models import CustomFieldInstance
 from documents.models import Document
+from documents.models import PaperlessTask
 from documents.permissions import has_document_operation_permissions
 from documents.tasks import bulk_update_documents
 
@@ -25,7 +26,35 @@ MODIFIED_FIELDS = {
     "modify_custom_fields": "custom_fields",
     "set_permissions": None,
 }
-QUEUED_OPERATIONS = frozenset(MODIFIED_FIELDS)
+LEGACY_MODIFIED_FIELDS = {"delete": "deleted_at", "reprocess": "checksum"}
+QUEUED_OPERATIONS = frozenset(
+    (
+        *MODIFIED_FIELDS,
+        "delete",
+        "reprocess",
+        "run_workflow",
+        "rotate",
+        "merge",
+        "merge_as_versions",
+        "split",
+        "delete_pages",
+        "edit_pdf",
+        "remove_password",
+    ),
+)
+USER_OPERATIONS = frozenset(
+    {
+        "split",
+        "merge",
+        "rotate",
+        "delete_pages",
+        "edit_pdf",
+        "remove_password",
+        "merge_as_versions",
+    },
+)
+# merge_as_versions doesn't queue any consume tasks
+TRIGGER_SOURCE_OPERATIONS = USER_OPERATIONS - {"merge_as_versions"}
 
 
 def snapshot_field(doc_ids: list[int], field: str) -> dict[int, Any]:
@@ -66,6 +95,7 @@ def execute_bulk_operation(
     document_ids: list[int],
     parameters: dict,
     user_id: int,
+    trigger_source: str = PaperlessTask.TriggerSource.API_UPLOAD,
 ) -> dict:
     if operation not in QUEUED_OPERATIONS:
         raise ValueError(f"Unsupported bulk operation: {operation}")
@@ -79,6 +109,39 @@ def execute_bulk_operation(
     ):
         raise PermissionDenied("Insufficient permissions to execute bulk operation")
 
+    if operation == "run_workflow" and not user.has_perm("documents.view_workflow"):
+        raise PermissionDenied("Insufficient permissions to run this workflow")
+
+    if operation not in MODIFIED_FIELDS:
+        execution_parameters = parameters.copy()
+        if operation in USER_OPERATIONS:
+            execution_parameters["user"] = user
+        if operation in TRIGGER_SOURCE_OPERATIONS:
+            execution_parameters["trigger_source"] = trigger_source
+        modified_field = LEGACY_MODIFIED_FIELDS.get(operation)
+        with set_actor(user):
+            old_values = (
+                snapshot_field(document_ids, modified_field)
+                if settings.AUDIT_LOG_ENABLED and modified_field
+                else {}
+            )
+            method(document_ids, **execution_parameters)
+            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}"},
+                    )
+        return {"operation": operation, "document_count": len(document_ids)}
+
     affected_ids: list[int] = []
     modified_field = MODIFIED_FIELDS[operation]
     # Keep metadata writes and their audit entries together. Follow-up processing

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/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")

src/documents/serialisers.py

@@ -971,10 +971,19 @@ 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,
@@ -1679,6 +1688,7 @@ class MergeDocumentsSerializer(DocumentListSerializer, SourceModeValidationMixin
 
 class MergeDocumentsAsVersionsSerializer(DocumentListSerializer):
     root_document_id = serializers.IntegerField(required=True)
+    from_webui = serializers.BooleanField(required=False, default=False)
     version_label = serializers.CharField(
         required=False,
         allow_blank=True,
@@ -1792,11 +1802,12 @@ class RemovePasswordDocumentsSerializer(
 
 
 class DeleteDocumentsSerializer(DocumentSelectionSerializer):
-    pass
+    from_webui = serializers.BooleanField(required=False, default=False)
 
 
 class ReprocessDocumentsSerializer(DocumentSelectionSerializer):
     remote_ocr = serializers.BooleanField(required=False, default=False)
+    from_webui = serializers.BooleanField(required=False, default=False)
 
 
 class BulkEditSerializer(
@@ -1829,6 +1840,7 @@ class BulkEditSerializer(
             "modify_tags",
             "modify_custom_fields",
             "set_permissions",
+            "run_workflow",
             *LEGACY_DOCUMENT_ACTION_METHODS,
         ],
         label="Method",
@@ -1918,6 +1930,8 @@ 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 +2171,35 @@ 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 +2266,8 @@ 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
 

src/documents/signals/handlers.py

@@ -864,6 +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
@@ -874,6 +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
@@ -923,7 +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"):
@@ -1196,6 +1206,8 @@ def before_task_publish_handler(
                 "document_count": len(task_kwargs["document_ids"]),
             }
             owner_id = task_kwargs["user_id"]
+            if task_kwargs["operation"] == "delete":
+                task_type = PaperlessTask.TaskType.BULK_DELETE
         else:
             input_data = _extract_input_data(task_type, task_kwargs)
             owner_id = _extract_owner_id(task_type, task_kwargs)

src/documents/tasks.py

@@ -53,6 +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.models import WorkflowRun
 from documents.models import WorkflowTrigger
 from documents.plugins.base import ConsumeTaskPlugin
@@ -691,6 +692,51 @@ 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

src/documents/tests/test_api_bulk_edit.py

@@ -15,7 +15,11 @@ from documents.models import Document
 from documents.models import DocumentType
 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
@@ -622,6 +626,111 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         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.serialisers.bulk_edit.set_storage_path")
     def test_api_set_storage_path(self, m) -> None:
         """