Chore: use document type ids in the bulk edit selection_data test

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>

src-ui/src/app/components/common/custom-fields-dropdown/custom-fields-dropdown.component.scss

@@ -1,3 +1,10 @@
 .custom-fields-dropdown {
     min-width: 300px;
+
+    // correct position on mobile
+    @media (max-width: 575.98px) {
+        &.show {
+            margin-left: -245px !important;
+        }
+    }
 }

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

@@ -308,7 +308,7 @@
                   </tr>
                   <tr class="align-middle">
                     <td i18n>Original SHA256 checksum</td>
-                    <td><span class="badge bg-light text-dark font-monospace text-wrap text-break text-start">{{metadata()?.original_checksum}}</span></td>
+                    <td><span class="badge bg-light font-monospace text-wrap text-break text-start">{{metadata()?.original_checksum}}</span></td>
                   </tr>
                   <tr>
                     <td i18n>Original file size</td>

src/conftest.py

@@ -77,30 +77,6 @@ def _clear_django_caches() -> None:
         cache.clear()
 
 
-@pytest.fixture(autouse=True)
-def _keep_connection_open_in_atomic(monkeypatch: pytest.MonkeyPatch) -> None:
-    """Make ``close_old_connections()`` a no-op inside the test's transaction.
-
-    The Celery signal handlers call it, as a worker would between tasks. Tests
-    run inside an open atomic block, where Postgres really closes the
-    connection, taking the test transaction and every later test on the
-    worker with it. SQLite in-memory ignores the close, which hid this.
-    """
-    from django.db.backends.base.base import BaseDatabaseWrapper
-
-    original = BaseDatabaseWrapper.close_if_unusable_or_obsolete
-
-    def close_unless_atomic(self: BaseDatabaseWrapper) -> None:
-        if not self.in_atomic_block:
-            original(self)
-
-    monkeypatch.setattr(
-        BaseDatabaseWrapper,
-        "close_if_unusable_or_obsolete",
-        close_unless_atomic,
-    )
-
-
 @pytest.fixture
 def paperless_dirs(
     tmp_path: Path,

src/documents/permissions.py

@@ -576,12 +576,9 @@ def annotate_document_count_by_ids(
                        or CustomFieldInstance)
         related_object_field: field on the relation pointing back to queryset pk
         document_ids: the document ids to count against -- a concrete list/set,
-                       or a simple (already resolved) queryset of ids. Callers
-                       that need this filtered by a complex condition (e.g. a
-                       permission check) should resolve it to a concrete list
-                       first if the same ids will be reused across multiple
-                       calls, rather than passing the complex queryset itself
-                       into each -- see ``_get_selection_data_for_queryset``.
+                       or a simple (already resolved) queryset of ids. Keep
+                       the list small: it is embedded in the statement as
+                       literal parameters.
         target_field: field on the relation pointing to Document id
     """
 

src/documents/tests/test_api_bulk_edit.py

@@ -1141,8 +1141,8 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertCountEqual(
             response.data["selected_document_types"],
             [
-                {"id": self.c1.id, "document_count": 1},
-                {"id": self.c2.id, "document_count": 0},
+                {"id": self.dt1.id, "document_count": 1},
+                {"id": self.dt2.id, "document_count": 0},
             ],
         )
 

src/documents/tests/test_api_custom_fields.py

@@ -1062,7 +1062,7 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
                 "custom_fields": [
                     {
                         "field": custom_field_doclink.id,
-                        "value": [doc2.id, doc3.id, doc4.id],
+                        "value": [2, 3, 4],
                     },
                 ],
             },
@@ -1073,13 +1073,13 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(CustomFieldInstance.objects.count(), 4)
         _cf_5 = doc2.custom_fields.first()
         assert _cf_5 is not None
-        self.assertEqual(_cf_5.value, [doc1.id])
+        self.assertEqual(_cf_5.value, [1])
         _cf_6 = doc3.custom_fields.first()
         assert _cf_6 is not None
-        self.assertEqual(_cf_6.value, [doc1.id])
+        self.assertEqual(_cf_6.value, [1])
         _cf_7 = doc4.custom_fields.first()
         assert _cf_7 is not None
-        self.assertEqual(_cf_7.value, [doc1.id])
+        self.assertEqual(_cf_7.value, [1])
 
         # Add links appends if necessary
         resp = self.client.patch(
@@ -1088,7 +1088,7 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
                 "custom_fields": [
                     {
                         "field": custom_field_doclink.id,
-                        "value": [doc1.id, doc4.id],
+                        "value": [1, 4],
                     },
                 ],
             },
@@ -1098,7 +1098,7 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(resp.status_code, status.HTTP_200_OK)
         _cf_8 = doc4.custom_fields.first()
         assert _cf_8 is not None
-        self.assertEqual(_cf_8.value, [doc1.id, doc3.id])
+        self.assertEqual(_cf_8.value, [1, 3])
 
         # Remove one of the links, removed on other doc
         resp = self.client.patch(
@@ -1107,7 +1107,7 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
                 "custom_fields": [
                     {
                         "field": custom_field_doclink.id,
-                        "value": [doc2.id, doc3.id],
+                        "value": [2, 3],
                     },
                 ],
             },
@@ -1117,13 +1117,13 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(resp.status_code, status.HTTP_200_OK)
         _cf_9 = doc2.custom_fields.first()
         assert _cf_9 is not None
-        self.assertEqual(_cf_9.value, [doc1.id])
+        self.assertEqual(_cf_9.value, [1])
         _cf_10 = doc3.custom_fields.first()
         assert _cf_10 is not None
-        self.assertEqual(_cf_10.value, [doc1.id, doc4.id])
+        self.assertEqual(_cf_10.value, [1, 4])
         _cf_11 = doc4.custom_fields.first()
         assert _cf_11 is not None
-        self.assertEqual(_cf_11.value, [doc3.id])
+        self.assertEqual(_cf_11.value, [3])
 
         # Removes the field entirely
         resp = self.client.patch(
@@ -1140,10 +1140,10 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(_cf_12.value, [])
         _cf_13 = doc3.custom_fields.first()
         assert _cf_13 is not None
-        self.assertEqual(_cf_13.value, [doc4.id])
+        self.assertEqual(_cf_13.value, [4])
         _cf_14 = doc4.custom_fields.first()
         assert _cf_14 is not None
-        self.assertEqual(_cf_14.value, [doc3.id])
+        self.assertEqual(_cf_14.value, [3])
 
         # If field exists on target doc but value is None
         doc5 = Document.objects.create(
@@ -1170,7 +1170,7 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(resp.status_code, status.HTTP_200_OK)
         _cf_15 = doc5.custom_fields.first()
         assert _cf_15 is not None
-        self.assertEqual(_cf_15.value, [doc1.id])
+        self.assertEqual(_cf_15.value, [1])
 
     def test_documentlink_patch_requires_change_permission_on_target_documents(
         self,

src/documents/tests/test_api_documents.py

@@ -49,6 +49,7 @@ from documents.models import WorkflowTrigger
 from documents.search import get_backend
 from documents.signals.handlers import run_workflows
 from documents.tests.utils import ConsumeTaskMixin
+from documents.views import DocumentViewSet
 from paperless_testing.dirs import DirectoriesMixin
 from paperless_testing.factories import DocumentFactory
 from paperless_testing.factories import TagFactory
@@ -1755,6 +1756,106 @@ class TestDocumentApi(DirectoriesMixin, ConsumeTaskMixin, APITestCase):
         }
         self.assertEqual(counts_by_field[custom_field.id], 1)
 
+    def test_selection_data_counts_with_shared_by_filter(self) -> None:
+        """
+        GIVEN:
+            - Several documents owned by one user with the same correspondent
+              and document type, only one of which is shared
+        WHEN:
+            - Requesting the document list filtered by shared_by__id with
+              include_selection_data=true
+        THEN:
+            - Counts reflect only the shared document, not every document the
+              owner has with that correspondent or document type, however the
+              link-table lookups are batched
+        """
+        owner = User.objects.create_user(username="owner")
+        other = User.objects.create_user(username="other")
+        correspondent = Correspondent.objects.create(name="c1")
+        doc_type = DocumentType.objects.create(name="dt1")
+        tag = Tag.objects.create(name="tag")
+        docs = [
+            Document.objects.create(
+                checksum=str(i),
+                owner=owner,
+                correspondent=correspondent,
+                document_type=doc_type,
+            )
+            for i in range(3)
+        ]
+        for doc in docs:
+            doc.tags.add(tag)
+        grant_object(other, docs[0], "view_document")
+
+        for batch_size in (10_000, 1):
+            with (
+                self.subTest(link_batch_size=batch_size),
+                mock.patch.object(
+                    DocumentViewSet,
+                    "selection_data_link_batch_size",
+                    batch_size,
+                ),
+            ):
+                response = self.client.get(
+                    f"/api/documents/?shared_by__id={owner.id}"
+                    "&include_selection_data=true",
+                )
+
+                self.assertEqual(response.status_code, status.HTTP_200_OK)
+                self.assertEqual(response.data["count"], 1)
+                selection_data = response.data["selection_data"]
+                for key, obj in (
+                    ("selected_correspondents", correspondent),
+                    ("selected_document_types", doc_type),
+                    ("selected_tags", tag),
+                ):
+                    counts = {
+                        item["id"]: item["document_count"]
+                        for item in selection_data[key]
+                    }
+                    self.assertEqual(counts[obj.id], 1, key)
+
+    def test_selection_data_counts_documents_once_when_filter_joins(self) -> None:
+        """
+        GIVEN:
+            - A document matching a multi-valued filter through two tags
+        WHEN:
+            - Requesting the document list with include_selection_data=true
+        THEN:
+            - The document is counted once per correspondent, not once per
+              matching tag, however the link-table lookups are batched
+        """
+        correspondent = Correspondent.objects.create(name="c1")
+        tag_a = Tag.objects.create(name="a")
+        tag_b = Tag.objects.create(name="b")
+        both = Document.objects.create(checksum="1", correspondent=correspondent)
+        both.tags.add(tag_a, tag_b)
+        only_a = Document.objects.create(checksum="2", correspondent=correspondent)
+        only_a.tags.add(tag_a)
+
+        for batch_size in (10_000, 1):
+            with (
+                self.subTest(link_batch_size=batch_size),
+                mock.patch.object(
+                    DocumentViewSet,
+                    "selection_data_link_batch_size",
+                    batch_size,
+                ),
+            ):
+                response = self.client.get(
+                    f"/api/documents/?tags__id__in={tag_a.id},{tag_b.id}"
+                    "&include_selection_data=true",
+                )
+
+                self.assertEqual(response.status_code, status.HTTP_200_OK)
+                counts = {
+                    item["id"]: item["document_count"]
+                    for item in response.data["selection_data"][
+                        "selected_correspondents"
+                    ]
+                }
+                self.assertEqual(counts[correspondent.id], 2)
+
     def test_statistics(self) -> None:
         doc1 = Document.objects.create(
             title="none1",

src/documents/tests/test_api_filter_by_custom_fields.py

@@ -628,23 +628,22 @@ class TestCustomFieldsSearch(DirectoriesMixin, APITestCase):
     # Subset check (document link field only)                   #
     # ==========================================================#
     def test_document_link_contains(self) -> None:
-        linked = {self.documents[1].id, self.documents[2].id}
         # Document link field "contains" performs a subset check.
         self._assert_query_match_predicate(
-            ["documentlink_field", "contains", sorted(linked)],
+            ["documentlink_field", "contains", [1, 2]],
             lambda document: (
                 "documentlink_field" in document
                 and document["documentlink_field"] is not None
-                and set(document["documentlink_field"]) >= linked
+                and set(document["documentlink_field"]) >= {1, 2}
             ),
         )
         # The order of IDs don't matter - this is the same as above.
         self._assert_query_match_predicate(
-            ["documentlink_field", "contains", sorted(linked, reverse=True)],
+            ["documentlink_field", "contains", [2, 1]],
             lambda document: (
                 "documentlink_field" in document
                 and document["documentlink_field"] is not None
-                and set(document["documentlink_field"]) >= linked
+                and set(document["documentlink_field"]) >= {1, 2}
             ),
         )
 

src/documents/tests/test_api_search.py

@@ -944,7 +944,7 @@ class TestDocumentSearchApi(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
 
         results = response.data["results"]
-        self.assertEqual({r["id"] for r in results}, {d1.id, d2.id})
+        self.assertEqual({r["id"] for r in results}, {1, 2})
 
     @mock.patch("documents.search._backend.parse_user_query")
     def test_search_parser_bug_surfaces_as_500_not_400(self, m) -> None:
@@ -1801,7 +1801,6 @@ class TestDocumentSearchApi(DirectoriesMixin, APITestCase):
     def test_search_sorting(self) -> None:
         u1 = UserFactory(username="user1")
         u2 = UserFactory(username="user2")
-        u3 = UserFactory(username="user3")
         c1 = Correspondent.objects.create(name="corres Ax")
         c2 = Correspondent.objects.create(name="corres Cx")
         c3 = Correspondent.objects.create(name="corres Bx")
@@ -1827,7 +1826,6 @@ class TestDocumentSearchApi(DirectoriesMixin, APITestCase):
             content="test",
             archive_serial_number=1,
             title="1",
-            owner=u3,
         )
         Note.objects.create(
             note="This is a note.",
@@ -1880,14 +1878,14 @@ class TestDocumentSearchApi(DirectoriesMixin, APITestCase):
             search_query("&ordering=-num_notes"),
             [d1.id, d3.id, d2.id],
         )
-        # owner sort: ORM orders by owner_id (integer)
+        # owner sort: ORM orders by owner_id (integer); NULLs first in SQLite ASC
         self.assertListEqual(
             search_query("&ordering=owner"),
-            [d1.id, d2.id, d3.id],
+            [d3.id, d1.id, d2.id],
         )
         self.assertListEqual(
             search_query("&ordering=-owner"),
-            [d3.id, d2.id, d1.id],
+            [d2.id, d1.id, d3.id],
         )
 
     def test_search_ordering_by_score(self) -> None:

src/documents/tests/test_api_status.py

@@ -5,7 +5,6 @@ from datetime import timedelta
 from pathlib import Path
 from unittest import mock
 
-from django.db import connection
 from django.test import override_settings
 from django.utils import timezone
 from rest_framework import status
@@ -69,7 +68,7 @@ class TestSystemStatus(APITestCase):
         self.assertEqual(response.data["install_type"], "bare-metal")
         self.assertIsNotNone(response.data["storage"]["total"])
         self.assertIsNotNone(response.data["storage"]["available"])
-        self.assertEqual(response.data["database"]["type"], connection.vendor)
+        self.assertEqual(response.data["database"]["type"], "sqlite")
         self.assertIsNotNone(response.data["database"]["url"])
         self.assertEqual(response.data["database"]["status"], "OK")
         self.assertIsNone(response.data["database"]["error"])

src/documents/tests/test_bulk_edit.py

@@ -1031,7 +1031,9 @@ class TestPDFActions(DirectoriesMixin, TestCase):
         with self.assertLogs("paperless.bulk_edit", level="ERROR") as cm:
             bulk_edit.merge(doc_ids)
             error_str = cm.output[0]
-            expected_str = f"Error merging document {self.doc2.id}, it will not be included in the merge"
+            expected_str = (
+                "Error merging document 2, it will not be included in the merge"
+            )
             self.assertIn(expected_str, error_str)
 
         mock_consume_file.assert_not_called()
@@ -1191,7 +1193,7 @@ class TestPDFActions(DirectoriesMixin, TestCase):
         with self.assertLogs("paperless.bulk_edit", level="ERROR") as cm:
             bulk_edit.split(doc_ids, pages)
             error_str = cm.output[0]
-            expected_str = f"Error splitting document {self.doc2.id}"
+            expected_str = "Error splitting document 2"
             self.assertIn(expected_str, error_str)
 
         mock_consume_file.assert_not_called()

src/documents/tests/test_consumer.py

@@ -248,8 +248,8 @@ class TestConsumer(
         )
         self.assertIsNone(document.correspondent)
         self.assertIsNone(document.document_type)
-        self.assertEqual(document.filename, f"{document.pk:07}.pdf")
-        self.assertEqual(document.archive_filename, f"{document.pk:07}.pdf")
+        self.assertEqual(document.filename, "0000001.pdf")
+        self.assertEqual(document.archive_filename, "0000001.pdf")
 
         self.assertIsFile(document.source_path)
 
@@ -1127,17 +1127,17 @@ class TestConsumer(
         with self.get_consumer(settings.CONSUMPTION_DIR / "simple.png") as consumer:
             consumer.run()
 
-            doc1 = Document.objects.latest("pk")
+            doc1 = Document.objects.filter(pk=1).first()
 
         with self.get_consumer(settings.CONSUMPTION_DIR / "simple.pdf") as consumer:
             consumer.run()
 
-            doc2 = Document.objects.latest("pk")
+            doc2 = Document.objects.filter(pk=2).first()
 
         with self.get_consumer(settings.CONSUMPTION_DIR / "simple.png.pdf") as consumer:
             consumer.run()
 
-            doc3 = Document.objects.latest("pk")
+            doc3 = Document.objects.filter(pk=3).first()
 
         self.assertEqual(doc1.filename, "simple.png")
         self.assertEqual(doc1.archive_filename, "simple.pdf")

src/documents/tests/test_file_handling.py

@@ -760,9 +760,6 @@ class TestFileHandlingWithArchive(DirectoriesMixin, FileSystemAssertsMixin, Test
             archive_checksum="B",
         )
 
-        # Without a format the files are renamed to match the primary key
-        original = doc.source_path
-        archive = doc.archive_path
         self.assertIsFile(original)
         self.assertIsFile(archive)
         self.assertIsFile(doc.source_path)
@@ -981,9 +978,6 @@ class TestFileHandlingWithArchive(DirectoriesMixin, FileSystemAssertsMixin, Test
             archive_filename="0000001.pdf",
         )
 
-        # Without a format the files are renamed to match the primary key
-        original = doc.source_path
-        archive = doc.archive_path
         self.assertIsFile(original)
         self.assertIsFile(archive)
         self.assertIsFile(doc.source_path)

src/documents/tests/test_management_exporter.py

@@ -151,20 +151,6 @@ class TestExportImport(
 
         super().setUp()
 
-    def _install_sample_files(self) -> None:
-        documents_dir = Path(self.dirs.media_dir) / "documents"
-        shutil.rmtree(documents_dir)
-        install_document_samples(documents_dir)
-        # Thumbnails are located by primary key, which the database sequence
-        # does not reset between tests on PostgreSQL
-        for number, document in enumerate(
-            (self.d1, self.d2, self.d3, self.d4),
-            start=1,
-        ):
-            source = documents_dir / "thumbnails" / f"{number:07}.webp"
-            if source != document.thumbnail_path:
-                shutil.copy(source, document.thumbnail_path)
-
     def _get_document_from_manifest(self, manifest, id):
         f = list(
             filter(
@@ -218,7 +204,8 @@ class TestExportImport(
         return manifest
 
     def test_exporter(self, *, use_filename_format=False) -> None:
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         num_permission_objects = Permission.objects.count()
 
@@ -321,7 +308,8 @@ class TestExportImport(
             self.assertEqual(messages.total_issue_count, 0)
 
     def test_exporter_with_filename_format(self) -> None:
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         with override_settings(
             FILENAME_FORMAT="{created_year}/{correspondent}/{title}",
@@ -329,7 +317,8 @@ class TestExportImport(
             self.test_exporter(use_filename_format=True)
 
     def test_exporter_includes_share_links_and_bundles(self) -> None:
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         share_link = ShareLink.objects.create(
             slug="share-link-slug",
@@ -427,7 +416,8 @@ class TestExportImport(
             )
 
     def test_update_export_changed_time(self) -> None:
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         self._do_export()
         self.assertIsFile(self.target / "manifest.json")
@@ -462,7 +452,8 @@ class TestExportImport(
         self.assertEqual(st_mtime_3, st_mtime_4)
 
     def test_update_export_changed_checksum(self) -> None:
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         self._do_export()
 
@@ -488,7 +479,8 @@ class TestExportImport(
         self.assertIsFile(self.target / "manifest.json")
 
     def test_update_export_deleted_document(self) -> None:
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         manifest = self._do_export()
 
@@ -519,7 +511,8 @@ class TestExportImport(
 
     @override_settings(FILENAME_FORMAT="{title}/{correspondent}")
     def test_update_export_changed_location(self) -> None:
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         self._do_export(use_filename_format=True)
         self.assertIsFile(self.target / "wow1" / "c.pdf")
@@ -560,7 +553,8 @@ class TestExportImport(
             - Zipfile is created
             - Zipfile contains exported files
         """
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         args = ["document_exporter", self.target, "--zip"]
 
@@ -588,7 +582,8 @@ class TestExportImport(
             - Zipfile is created
             - Zipfile contains exported files
         """
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         args = ["document_exporter", self.target, "--zip", "--use-filename-format"]
 
@@ -623,7 +618,8 @@ class TestExportImport(
             - Zipfile contains exported files
             - The existing file and directory in target are removed
         """
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         # Create stuff in target directory
         existing_file = self.target / "test.txt"
@@ -718,7 +714,8 @@ class TestExportImport(
             - Manifest.json doesn't contain information about archive files
             - Documents can be imported again
         """
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         manifest = self._do_export()
         has_archive = False
@@ -760,7 +757,8 @@ class TestExportImport(
             - Manifest.json doesn't contain information about thumbnails
             - Documents can be imported again
         """
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         manifest = self._do_export()
         has_thumbnail = False
@@ -804,7 +802,8 @@ class TestExportImport(
             - Main manifest.json file doesn't contain information about documents
             - Documents can be imported again
         """
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         manifest = self._do_export(split_manifest=True)
         has_document = False
@@ -828,7 +827,8 @@ class TestExportImport(
             self.assertEqual(CustomFieldInstance.objects.count(), 1)
 
     def _export_import_barcodes(self, *, split_manifest: bool) -> None:
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
         DocumentBarcodeFactory(document=self.d1, value="https://example.com")
         DocumentBarcodeFactory(document=self.d2, page=2, value="DE8937")
 
@@ -863,7 +863,8 @@ class TestExportImport(
         THEN:
             - Documents can be imported again
         """
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         self._do_export(use_folder_prefix=True)
 
@@ -889,7 +890,8 @@ class TestExportImport(
         THEN:
             - Documents can be imported again
         """
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         self._do_export(use_folder_prefix=True, split_manifest=True)
 
@@ -915,7 +917,8 @@ class TestExportImport(
             - ContentType & Permission objects are not deleted, db transaction rolled back
         """
 
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         num_content_type_objects = ContentType.objects.count()
         num_permission_objects = Permission.objects.count()
@@ -951,7 +954,8 @@ class TestExportImport(
             self.assertEqual(Permission.objects.count(), num_permission_objects + 1)
 
     def test_exporter_with_auditlog_disabled(self) -> None:
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         with override_settings(
             AUDIT_LOG_ENABLED=False,
@@ -970,7 +974,8 @@ class TestExportImport(
             - The soft-deleted document, note, and custom field instance
               survive the round-trip with deleted_at preserved
         """
-        self._install_sample_files()
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        install_document_samples(Path(self.dirs.media_dir) / "documents")
 
         # d1 has self.note and self.cfi1 attached via setUp
         self.d1.delete()

src/documents/tests/test_management_fuzzy.py

@@ -19,10 +19,6 @@ class TestFuzzyMatchCommand(TestCase):
         call_command(
             "document_fuzzy_match",
             "--no-progress-bar",
-            # The default scales with the CPU count and forks, which closes
-            # the test's database connection on PostgreSQL
-            "--processes",
-            "1",
             *args,
             stdout=stdout,
             stderr=stderr,

src/documents/tests/test_management_retagger.py

@@ -425,29 +425,26 @@ class TestRetaggerStoragePath(DirectoriesMixin):
 @pytest.mark.management
 @pytest.mark.django_db
 class TestRetaggerIdRange(DirectoriesMixin):
+    @pytest.mark.usefixtures("documents")
     @pytest.mark.parametrize(
-        ("range_end", "expected_count"),
+        ("id_range_args", "expected_count"),
         [
-            pytest.param("second", 1, id="narrow_range_limits_scope"),
-            pytest.param("extra", 2, id="wide_range_tags_all_matches"),
+            pytest.param(["1", "2"], 1, id="narrow_range_limits_scope"),
+            pytest.param(["1", "9999"], 2, id="wide_range_tags_all_matches"),
         ],
     )
     def test_id_range_limits_scope(
         self,
         tags: TagTuple,
-        documents: DocumentTuple,
-        range_end: str,
+        id_range_args: list[str],
         expected_count: int,
     ) -> None:
-        first, second, *_ = documents
-        extra = DocumentFactory(content="NOT the first document")
-        end = {"second": second, "extra": extra}[range_end]
+        DocumentFactory(content="NOT the first document")
         call_command(
             "document_retagger",
             "--tags",
             "--id-range",
-            str(first.pk),
-            str(end.pk),
+            *id_range_args,
             skip_checks=True,
         )
         tag_first, *_ = tags

src/documents/tests/test_workflows.py

@@ -174,8 +174,8 @@ class TestWorkflows(
         w.save()
 
         self.assertEqual(w.__str__(), "Workflow: Workflow 1")
-        self.assertEqual(trigger.__str__(), f"WorkflowTrigger {trigger.pk}")
-        self.assertEqual(action.__str__(), f"WorkflowAction {action.pk}")
+        self.assertEqual(trigger.__str__(), "WorkflowTrigger 1")
+        self.assertEqual(action.__str__(), "WorkflowAction 1")
 
         test_file = shutil.copy(
             self.SIMPLE_PDF,
@@ -433,7 +433,7 @@ class TestWorkflows(
                 list(document.tags.all()),
                 [self.t1, self.t2, self.t3],
             )
-            self.assertCountEqual(
+            self.assertEqual(
                 list(
                     get_users_with_perms(
                         document,

src/documents/views.py

@@ -5,6 +5,7 @@ import platform
 import re
 import tempfile
 import zipfile
+from collections import Counter
 from collections import deque
 from collections.abc import Callable
 from datetime import datetime
@@ -168,7 +169,6 @@ from documents.permissions import PaperlessNotePermissions
 from documents.permissions import PaperlessObjectPermissions
 from documents.permissions import TrashPermissions
 from documents.permissions import ViewDocumentsPermissions
-from documents.permissions import annotate_document_count_by_ids
 from documents.permissions import annotate_document_count_for_related_queryset
 from documents.permissions import get_document_count_filter_for_user
 from documents.permissions import get_permission_grantees
@@ -1022,71 +1022,83 @@ class DocumentViewSet(
         "custom_field_",
     )
 
-    def _get_selection_data_for_queryset(self, queryset):
-        # Resolve once instead of once per model below. `queryset` can carry an
-        # arbitrarily expensive WHERE clause (user filters plus the permission
-        # filter); re-embedding it as a subquery inside 5 separate Count(...)
-        # calls forces the database to re-evaluate that whole thing 5 times, and
-        # -- for FK relations especially -- can defeat semi-join planning
-        # entirely at scale. A concrete id list is cheap to reuse.
-        # order_by() drops the default/user ordering -- irrelevant for a plain
-        # id list, but left in place it forces a sort over the full filtered
-        # set before the ids can even be collected.
-        document_ids = list(queryset.order_by().values_list("pk", flat=True))
+    # Matching document ids are looked up in the link tables in batches of this
+    # size: one literal IN (...) over every match is a multi-MB statement per
+    # relation and, on SQLite, exceeds the bound-parameter limit.
+    selection_data_link_batch_size = 10_000
 
-        correspondents = Correspondent.objects.annotate(
-            document_count=Count(
-                "documents",
-                filter=Q(documents__id__in=document_ids),
-                distinct=True,
-            ),
-        )
-        document_types = DocumentType.objects.annotate(
-            document_count=Count(
-                "documents",
-                filter=Q(documents__id__in=document_ids),
-                distinct=True,
-            ),
-        )
-        storage_paths = StoragePath.objects.annotate(
-            document_count=Count(
-                "documents",
-                filter=Q(documents__id__in=document_ids),
-                distinct=True,
-            ),
-        )
-        # Tag and CustomField reach Document through an M2M/through-model table;
-        # a plain Count(filter=...) there is a much more expensive plan than the
-        # FK relations above once the bridge table is large -- see
-        # annotate_document_count_by_ids() for why.
-        tags = annotate_document_count_by_ids(
-            Tag.objects.all(),
-            through_model=Document.tags.through,
-            related_object_field="tag_id",
-            document_ids=document_ids,
-        )
-        custom_fields = annotate_document_count_by_ids(
-            CustomField.objects.all(),
-            through_model=CustomFieldInstance,
-            related_object_field="field_id",
-            document_ids=document_ids,
+    def _get_selection_data_for_queryset(self, queryset):
+        # The filtered queryset is evaluated once, as the page's own filter is,
+        # and never wrapped in a subquery: re-deriving a join or a HAVING
+        # (shared_by__id) per statement is very slow on some databases, and
+        # regrouping the queryset by another column would miscount.
+        # order_by() drops the default/user ordering, which only costs a sort.
+        correspondents: Counter = Counter()
+        document_types: Counter = Counter()
+        storage_paths: Counter = Counter()
+        document_ids: list[int] = []
+        seen: set[int] = set()
+        rows = queryset.order_by().values_list(
+            "pk",
+            "correspondent_id",
+            "document_type_id",
+            "storage_path_id",
         )
+        for pk, correspondent, document_type, storage_path in rows:
+            # A filter can join, repeating a document row.
+            if pk in seen:
+                continue
+            seen.add(pk)
+            document_ids.append(pk)
+            # Documents without a value count under None, which selection()
+            # never looks up.
+            correspondents[correspondent] += 1
+            document_types[document_type] += 1
+            storage_paths[storage_path] += 1
+
+        def link_table_counts(link_model, field_name: str) -> Counter:
+            result: Counter = Counter()
+            batch_size = self.selection_data_link_batch_size
+            for start in range(0, len(document_ids), batch_size):
+                result.update(
+                    dict(
+                        link_model.objects.filter(
+                            document_id__in=document_ids[start : start + batch_size],
+                        )
+                        .values_list(field_name)
+                        .annotate(document_count=Count("document_id")),
+                    ),
+                )
+            return result
+
+        def selection(model, counts: Counter) -> list[dict[str, int]]:
+            # Every object is listed, with 0 for those with no matching document.
+            return [
+                {"id": pk, "document_count": counts.get(pk, 0)}
+                for pk in model.objects.values_list("pk", flat=True)
+            ]
+
         return {
-            "selected_correspondents": [
-                {"id": t.id, "document_count": t.document_count} for t in correspondents
-            ],
-            "selected_tags": [
-                {"id": t.id, "document_count": t.document_count} for t in tags
-            ],
-            "selected_document_types": [
-                {"id": t.id, "document_count": t.document_count} for t in document_types
-            ],
-            "selected_storage_paths": [
-                {"id": t.id, "document_count": t.document_count} for t in storage_paths
-            ],
-            "selected_custom_fields": [
-                {"id": t.id, "document_count": t.document_count} for t in custom_fields
-            ],
+            "selected_correspondents": selection(
+                Correspondent,
+                correspondents,
+            ),
+            "selected_tags": selection(
+                Tag,
+                link_table_counts(Document.tags.through, "tag_id"),
+            ),
+            "selected_document_types": selection(
+                DocumentType,
+                document_types,
+            ),
+            "selected_storage_paths": selection(
+                StoragePath,
+                storage_paths,
+            ),
+            "selected_custom_fields": selection(
+                CustomField,
+                link_table_counts(CustomFieldInstance, "field_id"),
+            ),
         }
 
     @classmethod

src/paperless_ai/tests/test_chat.py

@@ -1,7 +1,6 @@
 from __future__ import annotations
 
 import json
-from contextlib import nullcontext
 from typing import TYPE_CHECKING
 from typing import Any
 from unittest.mock import MagicMock
@@ -38,13 +37,6 @@ def patch_embed_model():
     llama_settings.Settings.embed_model = None
 
 
-@pytest.fixture(autouse=True)
-def keep_db_connection():
-    # Closing the connection would roll back the test's transaction on PostgreSQL
-    with patch("paperless_ai.chat.db_connection_released", nullcontext):
-        yield
-
-
 @pytest.fixture(autouse=True)
 def patch_embed_nodes():
     with patch(