Include animating to prevent toggle showing early

TagSerializer.get_children() built a full nested TagSerializer(many=True)
for every tag, even when it had zero children, likely the common case for
most tags and maybe even most installs. Constructing a DRF ModelSerializer isn't
free (field introspection, deepcopy of declared fields, i18n lookups
all re-run per instantiation), so this scaled GET /api/tags/ linearly
with tag count in pure Python overhead, unrelated to SQL query count.

.github/workflows/issue-bot.yml

@@ -72,7 +72,7 @@ jobs:
                 'You are welcome to open a new issue that describes the problem you observed in your own words.'
               : 'This issue was automatically closed because it was not opened using our bug report form. ' +
                 'Issues have to be created through the form so that the details we need to investigate are included.\n\n' +
-                `If the problem is still there, please [open a new issue](${newIssue}) using the form. No other action is needed here.\n\n' +
+                `If the problem is still there, please [open a new issue](${newIssue}) using the form. No other action is needed here.\n\n` +
                 'If any part of your report was written by an AI tool or agent, you must say so: undisclosed AI-generated ' +
                 `contributions are a violation of our [Code of Conduct](${codeOfConduct}).`;
 

.github/workflows/pr-bot.yml

@@ -25,6 +25,10 @@ jobs:
   pr-bot:
     name: Automated PR Bot
     runs-on: ubuntu-latest
+    # Runs after Anti-slop so the welcome comment can see whether the PR was closed
+    # instead of racing it. Still runs if that job fails, so labeling is not lost.
+    needs: Anti-slop
+    if: ${{ !cancelled() }}
     permissions:
       contents: read
       pull-requests: write
@@ -99,8 +103,25 @@ jobs:
         uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
-            const pr = context.payload.pull_request;
-            const user = pr.user.login;
+            const user = context.payload.pull_request.user.login;
+
+            // Re-read the PR: Anti-slop may have closed and labeled it after the webhook
+            const { data: pr } = await github.rest.pulls.get({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              pull_number: context.payload.pull_request.number,
+            });
+
+            if (pr.state === 'closed') {
+              core.info('Skipping comment: PR is already closed');
+              return;
+            }
+
+            const labels = pr.labels.map((label) => (typeof label === 'string' ? label : label.name));
+            if (labels.includes('ai')) {
+              core.info('Skipping comment: PR is labeled ai');
+              return;
+            }
 
             const { data: members } = await github.rest.orgs.listMembers({
               org: 'paperless-ngx',

src-ui/messages.xlf

@@ -501,15 +501,43 @@
           <context context-type="linenumber">30</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="7057826840809102816" datatype="html">
+        <source>This value overrides <x id="INTERPOLATION" equiv-text="{{option.config_key}}"/>, which is set outside Paperless.</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/admin/config/config.component.html</context>
+          <context context-type="linenumber">35</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="7221396516204435584" datatype="html">
+        <source><x id="INTERPOLATION" equiv-text="{{option.config_key}}"/> is set outside Paperless. Enter a value here to override it.</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/admin/config/config.component.html</context>
+          <context context-type="linenumber">37</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="8318849619178340389" datatype="html">
+        <source>Use the externally configured value</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/admin/config/config.component.html</context>
+          <context context-type="linenumber">42</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="6032629623003430385" datatype="html">
+        <source>Reset to external</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/admin/config/config.component.html</context>
+          <context context-type="linenumber">43</context>
+        </context-group>
+      </trans-unit>
       <trans-unit id="7808756054397155068" datatype="html">
         <source>Reset</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.html</context>
-          <context context-type="linenumber">34</context>
+          <context context-type="linenumber">46</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.html</context>
-          <context context-type="linenumber">35</context>
+          <context context-type="linenumber">47</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/settings/settings.component.html</context>
@@ -520,7 +548,7 @@
         <source>Enable</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.html</context>
-          <context context-type="linenumber">43</context>
+          <context context-type="linenumber">56</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/profile-edit-dialog/profile-edit-dialog.component.html</context>
@@ -531,7 +559,7 @@
         <source>Cancel</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.html</context>
-          <context context-type="linenumber">67,68</context>
+          <context context-type="linenumber">80,81</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/settings/settings.component.html</context>
@@ -610,7 +638,7 @@
         <source>Save</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.html</context>
-          <context context-type="linenumber">70,71</context>
+          <context context-type="linenumber">83,84</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/settings/settings.component.html</context>
@@ -681,42 +709,42 @@
         <source>Error retrieving config</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.ts</context>
-          <context context-type="linenumber">117</context>
+          <context context-type="linenumber">118</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1172622527269118932" datatype="html">
         <source>Invalid JSON</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.ts</context>
-          <context context-type="linenumber">143</context>
+          <context context-type="linenumber">144</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5103146006962696736" datatype="html">
         <source>Configuration updated</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.ts</context>
-          <context context-type="linenumber">187</context>
+          <context context-type="linenumber">193</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1664963291286452273" datatype="html">
         <source>An error occurred updating configuration</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.ts</context>
-          <context context-type="linenumber">192</context>
+          <context context-type="linenumber">198</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2653081282186526824" datatype="html">
         <source>File successfully updated</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.ts</context>
-          <context context-type="linenumber">214</context>
+          <context context-type="linenumber">220</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5902783625859504265" datatype="html">
         <source>An error occurred uploading file</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/admin/config/config.component.ts</context>
-          <context context-type="linenumber">219</context>
+          <context context-type="linenumber">225</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4804785061014590286" datatype="html">

src-ui/src/app/components/admin/config/config.component.html

@@ -23,17 +23,30 @@
                                     <div class="col">
                                         <div class="card bg-light">
                                             <div class="card-body">
-                                                <div class="card-title d-flex align-items-center">
+                                                <div class="card-title d-flex align-items-center flex-wrap">
                                                     <h6 class="mb-0">
                                                       {{option.title}}
                                                     </h6>
                                                     <a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
                                                         <i-bs name="info-circle"></i-bs>
                                                     </a>
+                                                    @if (isExternallyConfigured(option.config_key)) {
+                                                      @if (isSet(option.key)) {
+                                                        <span class="badge rounded-pill bg-body-secondary text-dark fw-normal" title="This value overrides {{option.config_key}}, which is set outside Paperless." i18n-title>Overrides external</span>
+                                                      } @else {
+                                                        <span class="badge rounded-pill bg-body-secondary text-dark fw-normal" title="{{option.config_key}} is set outside Paperless. Enter a value here to override it." i18n-title>Set externally</span>
+                                                      }
+                                                    }
                                                     @if (isSet(option.key)) {
-                                                      <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
-                                                          <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
-                                                      </button>
+                                                      @if (isExternallyConfigured(option.config_key)) {
+                                                        <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Use the externally configured value" i18n-title (click)="resetOption(option.key)">
+                                                            <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset to external</ng-container>
+                                                        </button>
+                                                      } @else {
+                                                        <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
+                                                            <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
+                                                        </button>
+                                                      }
                                                     }
                                                 </div>
                                                 <div class="mb-n3">

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

@@ -163,6 +163,19 @@ describe('ConfigComponent', () => {
     expect(component.configForm.get('barcodes_enabled').value).toBeNull()
   })
 
+  it('should identify externally configured options', () => {
+    component.externallyConfiguredVariables = new Set([
+      'PAPERLESS_OCR_LANGUAGE',
+    ])
+
+    expect(
+      component.isExternallyConfigured('PAPERLESS_OCR_LANGUAGE')
+    ).toBeTruthy()
+    expect(
+      component.isExternallyConfigured('PAPERLESS_OCR_OUTPUT_TYPE')
+    ).toBeFalsy()
+  })
+
   it('should group options into sections within a category, or not', () => {
     const sections = component.getCategorySections(ConfigCategory.OCR)
     expect(sections).toEqual([null, ConfigSection.RemoteOCR])

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

@@ -69,6 +69,7 @@ export class ConfigComponent
   public configForm = new FormGroup({})
 
   public errors = {}
+  public externallyConfiguredVariables = new Set<string>()
 
   get optionCategories(): string[] {
     return Object.values(ConfigCategory)
@@ -152,6 +153,9 @@ export class ConfigComponent
   }
 
   private initialize(config: PaperlessConfig) {
+    this.externallyConfiguredVariables = new Set(
+      config.externally_configured_variables ?? []
+    )
     if (!this.store) {
       this.store = new BehaviorSubject(config)
 
@@ -162,7 +166,9 @@ export class ConfigComponent
           this.configForm.patchValue(state, { emitEvent: false })
         })
 
-      this.isDirty$ = dirtyCheck(this.configForm, this.store.asObservable())
+      this.isDirty$ = dirtyCheck(this.configForm, this.store.asObservable(), {
+        excludeKeys: ['externally_configured_variables'],
+      })
     }
     this.configForm.patchValue(config)
 
@@ -227,6 +233,10 @@ export class ConfigComponent
     return this.configForm.get(key).value != null
   }
 
+  public isExternallyConfigured(configKey: string): boolean {
+    return this.externallyConfiguredVariables.has(configKey)
+  }
+
   public resetOption(key: string) {
     this.configForm.get(key).setValue(null)
   }

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

@@ -112,6 +112,22 @@
 
                 <pngx-input-check i18n-title title="Use 'slim' sidebar (icons only)" formControlName="slimSidebarEnabled"></pngx-input-check>
 
+                <p class="mb-2 mt-3" i18n>Sidebar items to show:</p>
+                @for (option of sidebarItemOptions; track option.id) {
+                  <div class="form-check">
+                    <input
+                      class="form-check-input"
+                      type="checkbox"
+                      [id]="'sidebar-item-setting-' + option.id"
+                      [checked]="isSidebarItemShown(option.id)"
+                      (change)="toggleSidebarItem(option.id, $event.target.checked)"
+                    />
+                    <label class="form-check-label" [for]="'sidebar-item-setting-' + option.id">
+                      {{ option.label }}
+                    </label>
+                  </div>
+                }
+
               </div>
             </div>
 

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

@@ -24,7 +24,7 @@ import {
   SystemStatus,
   SystemStatusItemStatus,
 } from 'src/app/data/system-status'
-import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { HideableSidebarItemID, SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { IfOwnerDirective } from 'src/app/directives/if-owner.directive'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { PermissionsGuard } from 'src/app/guards/permissions.guard'
@@ -209,6 +209,45 @@ describe('SettingsComponent', () => {
     fixture.detectChanges()
   }
 
+  it('supports configuring sidebar items and canceling changes', () => {
+    completeSetup()
+
+    component.toggleSidebarItem(HideableSidebarItemID.Workflows, false)
+    fixture.detectChanges()
+
+    expect(component.settingsForm.value.sidebarHiddenItems).toContain(
+      HideableSidebarItemID.Workflows
+    )
+
+    settingsService.updateSidebarItemVisibility(
+      HideableSidebarItemID.Mail,
+      false
+    )
+
+    expect(component.settingsForm.value.sidebarHiddenItems).toContain(
+      HideableSidebarItemID.Mail
+    )
+
+    component.reset()
+
+    expect(component.settingsForm.value.sidebarHiddenItems).not.toContain(
+      HideableSidebarItemID.Workflows
+    )
+    expect(component.settingsForm.value.sidebarHiddenItems).not.toContain(
+      HideableSidebarItemID.Mail
+    )
+  })
+
+  it('enables sidebar item controls on general settings until destroyed', () => {
+    completeSetup()
+
+    expect(settingsService.organizingSidebarItems()).toBe(true)
+
+    component.ngOnDestroy()
+
+    expect(settingsService.organizingSidebarItems()).toBe(false)
+  })
+
   it('should support tabbed settings & change URL, prevent navigation if dirty confirmation rejected', async () => {
     completeSetup()
     const navigateSpy = jest.spyOn(router, 'navigate')
@@ -249,6 +288,7 @@ describe('SettingsComponent', () => {
 
   it('should support save local settings updating appearance settings and calling API, show error', () => {
     completeSetup()
+    component.toggleSidebarItem(HideableSidebarItemID.Workflows, false)
     const toastErrorSpy = jest.spyOn(toastService, 'showError')
     const toastSpy = jest.spyOn(toastService, 'show')
     const storeSpy = jest.spyOn(settingsService, 'storeSettings')
@@ -267,7 +307,10 @@ describe('SettingsComponent', () => {
     expect(toastErrorSpy).toHaveBeenCalled()
     expect(storeSpy).toHaveBeenCalled()
     expect(appearanceSettingsSpy).not.toHaveBeenCalled()
-    expect(setSpy).toHaveBeenCalledTimes(33)
+    expect(setSpy).toHaveBeenCalledTimes(34)
+    expect(setSpy).toHaveBeenCalledWith(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS, [
+      HideableSidebarItemID.Workflows,
+    ])
 
     // succeed
     storeSpy.mockReturnValueOnce(of(true))

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

@@ -39,7 +39,12 @@ import {
   SystemStatus,
   SystemStatusItemStatus,
 } from 'src/app/data/system-status'
-import { GlobalSearchType, SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import {
+  GlobalSearchType,
+  HIDEABLE_SIDEBAR_ITEM_IDS,
+  HideableSidebarItemID,
+  SETTINGS_KEYS,
+} from 'src/app/data/ui-settings'
 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'
@@ -102,6 +107,14 @@ const documentDetailFieldOptions = [
   { id: DocumentDetailFieldID.Tags, label: $localize`Tags` },
 ]
 
+const sidebarItemLabels: Record<HideableSidebarItemID, string> = {
+  [HideableSidebarItemID.Dashboard]: $localize`Dashboard`,
+  [HideableSidebarItemID.SavedViews]: $localize`Saved Views`,
+  [HideableSidebarItemID.Workflows]: $localize`Workflows`,
+  [HideableSidebarItemID.Mail]: $localize`Mail`,
+  [HideableSidebarItemID.Documentation]: $localize`Documentation`,
+}
+
 @Component({
   selector: 'pngx-settings',
   templateUrl: './settings.component.html',
@@ -149,6 +162,7 @@ export class SettingsComponent
     bulkEditApplyOnClose: new FormControl(null),
     documentListItemPerPage: new FormControl(null),
     slimSidebarEnabled: new FormControl(null),
+    sidebarHiddenItems: new FormControl<HideableSidebarItemID[]>([]),
     darkModeUseSystem: new FormControl(null),
     darkModeEnabled: new FormControl(null),
     darkModeInvertThumbs: new FormControl(null),
@@ -186,6 +200,7 @@ export class SettingsComponent
 
   store: BehaviorSubject<any>
   storeSub: Subscription
+  sidebarItemsSub: Subscription
   isDirty$: Observable<boolean>
   isDirty: boolean = false
   unsubscribeNotifier: Subject<any> = new Subject()
@@ -203,6 +218,10 @@ export class SettingsComponent
   public readonly PdfEditorEditMode = PdfEditorEditMode
 
   public readonly documentDetailFieldOptions = documentDetailFieldOptions
+  public readonly sidebarItemOptions = HIDEABLE_SIDEBAR_ITEM_IDS.map((id) => ({
+    id,
+    label: sidebarItemLabels[id],
+  }))
 
   get systemStatusHasErrors(): boolean {
     const status = this.systemStatus()
@@ -230,6 +249,10 @@ export class SettingsComponent
 
   constructor() {
     super()
+    this.sidebarItemsSub =
+      this.settings.sidebarHiddenItemsEditingChanged.subscribe((hiddenItems) =>
+        this.settingsForm.controls.sidebarHiddenItems.setValue(hiddenItems)
+      )
     this.settings.settingsSaved.subscribe(() => {
       if (!this.savePending) this.initialize()
       this.savedViewsService.maybeRefreshDocumentCounts()
@@ -279,14 +302,21 @@ export class SettingsComponent
 
     this.activatedRoute.paramMap.subscribe((paramMap) => {
       const section = paramMap.get('section')
+      let navID = SettingsNavIDs.General
       if (section) {
         const navIDKey: string = Object.keys(SettingsNavIDs).find(
           (navID) => navID.toLowerCase() == section
         )
         if (navIDKey) {
-          this.activeNavID.set(SettingsNavIDs[navIDKey])
+          navID = SettingsNavIDs[navIDKey]
         }
       }
+      this.activeNavID.set(navID)
+      this.settings.sidebarHiddenItemsEditing.set(
+        navID === SettingsNavIDs.General
+          ? [...this.settingsForm.controls.sidebarHiddenItems.value]
+          : null
+      )
     })
   }
 
@@ -310,6 +340,7 @@ export class SettingsComponent
         SETTINGS_KEYS.DOCUMENT_LIST_SIZE
       ),
       slimSidebarEnabled: this.settings.get(SETTINGS_KEYS.SLIM_SIDEBAR),
+      sidebarHiddenItems: this.settings.get(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS),
       darkModeUseSystem: this.settings.get(SETTINGS_KEYS.DARK_MODE_USE_SYSTEM),
       darkModeEnabled: this.settings.get(SETTINGS_KEYS.DARK_MODE_ENABLED),
       darkModeInvertThumbs: this.settings.get(
@@ -436,6 +467,12 @@ export class SettingsComponent
       this.settingsForm.patchValue(currentFormValue)
     }
 
+    if (this.settings.organizingSidebarItems()) {
+      this.settings.sidebarHiddenItemsEditing.set([
+        ...this.settingsForm.controls.sidebarHiddenItems.value,
+      ])
+    }
+
     if (this.canViewSystemStatus) {
       this.systemStatusService.get().subscribe((status) => {
         this.systemStatus.set(status)
@@ -444,8 +481,18 @@ export class SettingsComponent
   }
 
   ngOnDestroy() {
+    this.settings.sidebarHiddenItemsEditing.set(null)
     if (this.isDirty) this.settings.updateAppearanceSettings() // in case user changed appearance but didn't save
     this.storeSub && this.storeSub.unsubscribe()
+    this.sidebarItemsSub.unsubscribe()
+  }
+
+  isSidebarItemShown(item: HideableSidebarItemID): boolean {
+    return !(this.settingsForm.value.sidebarHiddenItems || []).includes(item)
+  }
+
+  toggleSidebarItem(item: HideableSidebarItemID, checked: boolean): void {
+    this.settings.updateSidebarItemVisibility(item, checked)
   }
 
   public saveSettings() {
@@ -473,6 +520,10 @@ export class SettingsComponent
       SETTINGS_KEYS.SLIM_SIDEBAR,
       this.settingsForm.value.slimSidebarEnabled
     )
+    this.settings.set(
+      SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS,
+      this.settingsForm.value.sidebarHiddenItems
+    )
     this.settings.set(
       SETTINGS_KEYS.DARK_MODE_USE_SYSTEM,
       this.settingsForm.value.darkModeUseSystem
@@ -632,6 +683,11 @@ export class SettingsComponent
 
   reset() {
     this.settingsForm.patchValue(this.store.getValue())
+    if (this.settings.organizingSidebarItems()) {
+      this.settings.sidebarHiddenItemsEditing.set([
+        ...this.settingsForm.controls.sidebarHiddenItems.value,
+      ])
+    }
   }
 
   clearThemeColor() {

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

@@ -86,12 +86,15 @@
       }
       <div class="sidebar-sticky pt-3 pb-1 d-flex flex-column justify-space-around">
         <ul class="nav flex-column">
-          <li class="nav-item app-link">
-            <a class="nav-link" routerLink="dashboard" routerLinkActive="active" (click)="closeMenu()"
+          <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Dashboard) && !settingsService.organizingSidebarItems()">
+            <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Dashboard)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="dashboard" routerLinkActive="active" (click)="closeMenu()"
               ngbPopover="Dashboard" i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end"
               container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
               <i-bs class="me-2" name="house"></i-bs><span class="nav-link-label"><ng-container i18n>Dashboard</ng-container></span>
             </a>
+            @if (settingsService.organizingSidebarItems()) {
+              <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Dashboard" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.Dashboard)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.Dashboard, $event)"></pngx-input-switch>
+            }
           </li>
           <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }">
             <a class="nav-link" routerLink="documents" routerLinkActive="active"
@@ -237,29 +240,38 @@
                 </div>
               </li>
             }
-            <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.SavedView }">
-              <a class="nav-link" routerLink="savedviews" routerLinkActive="active" (click)="closeMenu()"
+            <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.SavedViews) && !settingsService.organizingSidebarItems()" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.SavedView }">
+              <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.SavedViews)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="savedviews" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="Saved Views" i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="me-2" name="window-stack"></i-bs><span class="nav-link-label"><ng-container i18n>Saved Views</ng-container></span>
               </a>
+              @if (settingsService.organizingSidebarItems()) {
+                <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Saved Views" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.SavedViews)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.SavedViews, $event)"></pngx-input-switch>
+              }
             </li>
-            <li class="nav-item app-link"
+            <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows) && !settingsService.organizingSidebarItems()"
               *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Workflow }"
               tourAnchor="tour.workflows">
-              <a class="nav-link" routerLink="workflows" routerLinkActive="active" (click)="closeMenu()"
+              <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="workflows" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="Workflows" i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="me-2" name="boxes"></i-bs><span class="nav-link-label"><ng-container i18n>Workflows</ng-container></span>
               </a>
+              @if (settingsService.organizingSidebarItems()) {
+                <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Workflows" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.Workflows, $event)"></pngx-input-switch>
+              }
             </li>
-            <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.MailAccount }"
+            <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Mail) && !settingsService.organizingSidebarItems()" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.MailAccount }"
               tourAnchor="tour.mail">
-              <a class="nav-link" routerLink="mail" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Mail"
+              <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Mail)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="mail" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Mail"
                 i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end" container="body"
                 triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="me-2" name="envelope"></i-bs><span class="nav-link-label"><ng-container i18n>Mail</ng-container></span>
               </a>
+              @if (settingsService.organizingSidebarItems()) {
+                <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Mail" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.Mail)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.Mail, $event)"></pngx-input-switch>
+              }
             </li>
             <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }">
               <a class="nav-link" routerLink="trash" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Trash"
@@ -322,13 +334,16 @@
                 </a>
               </li>
             }
-            <li class="nav-item mt-2" tourAnchor="tour.outro">
-              <a class="text-muted small d-flex align-items-center flex-wrap text-decoration-none nav-anchor"
+            <li class="nav-item mt-2 position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Documentation) && !settingsService.organizingSidebarItems()" tourAnchor="tour.outro">
+              <a class="text-muted small d-flex align-items-center flex-wrap text-decoration-none nav-anchor" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Documentation)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()"
                 target="_blank" rel="noopener noreferrer" href="https://docs.paperless-ngx.com" ngbPopover="Documentation"
                 i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end" container="body"
                 triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="d-flex me-2" name="question-circle"></i-bs><span><ng-container i18n>Documentation</ng-container></span>
               </a>
+              @if (settingsService.organizingSidebarItems()) {
+                <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Documentation" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.Documentation)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.Documentation, $event)"></pngx-input-switch>
+              }
             </li>
             <li class="nav-item" [class.visually-hidden]="slimSidebarEnabled">
               <div class="text-muted small d-flex align-items-center flex-wrap nav-label">

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

@@ -15,7 +15,7 @@ import { provideUiTour } from 'ngx-ui-tour-ng-bootstrap'
 import { of, throwError } from 'rxjs'
 import { routes } from 'src/app/app-routing.module'
 import { SavedView } from 'src/app/data/saved-view'
-import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { HideableSidebarItemID, SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { PermissionsGuard } from 'src/app/guards/permissions.guard'
 import {
@@ -287,6 +287,82 @@ describe('AppFrameComponent', () => {
     jest.useRealTimers()
   })
 
+  it('should hide configured sidebar items', () => {
+    settingsService.set(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS, [
+      HideableSidebarItemID.Dashboard,
+      HideableSidebarItemID.Workflows,
+    ])
+    fixture.detectChanges()
+
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]')
+        .parentElement.classList
+    ).toContain('d-none')
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="workflows"]')
+        .parentElement.classList
+    ).toContain('d-none')
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="mail"]').parentElement
+        .classList
+    ).not.toContain('d-none')
+  })
+
+  it('should show hidden items and visibility switches while customizing', () => {
+    settingsService.set(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS, [
+      HideableSidebarItemID.Dashboard,
+    ])
+    settingsService.sidebarHiddenItemsEditing.set([
+      HideableSidebarItemID.Dashboard,
+    ])
+    fixture.detectChanges()
+
+    expect(
+      fixture.nativeElement.querySelectorAll('pngx-input-switch').length
+    ).toBe(5)
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]')
+        .parentElement.classList
+    ).not.toContain('d-none')
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]').classList
+    ).toContain('opacity-50')
+
+    settingsService.set(SETTINGS_KEYS.SLIM_SIDEBAR, true)
+    fixture.detectChanges()
+
+    expect(
+      Array.from(
+        fixture.nativeElement.querySelectorAll('pngx-input-switch')
+      ).every((toggle: HTMLElement) => toggle.classList.contains('d-none'))
+    ).toBe(true)
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]').classList
+    ).not.toContain('pe-5')
+
+    settingsService.set(SETTINGS_KEYS.SLIM_SIDEBAR, false)
+    component.slimSidebarAnimating.set(true)
+    fixture.detectChanges()
+
+    expect(
+      Array.from(
+        fixture.nativeElement.querySelectorAll('pngx-input-switch')
+      ).every((toggle: HTMLElement) => toggle.classList.contains('d-none'))
+    ).toBe(true)
+
+    component.slimSidebarAnimating.set(false)
+    fixture.detectChanges()
+
+    expect(
+      Array.from(
+        fixture.nativeElement.querySelectorAll('pngx-input-switch')
+      ).every((toggle: HTMLElement) => !toggle.classList.contains('d-none'))
+    ).toBe(true)
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]').classList
+    ).toContain('pe-5')
+  })
+
   it('should show error on toggle slim sidebar if store settings fails', () => {
     jest.spyOn(console, 'warn').mockImplementation(() => {})
     const toastSpy = jest.spyOn(toastService, 'showError')

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

@@ -7,6 +7,7 @@ import {
 } from '@angular/cdk/drag-drop'
 import { NgClass } from '@angular/common'
 import { Component, HostListener, inject, OnInit, signal } from '@angular/core'
+import { FormsModule } from '@angular/forms'
 import { ActivatedRoute, Router, RouterModule } from '@angular/router'
 import {
   NgbCollapseModule,
@@ -21,7 +22,11 @@ import { Observable } from 'rxjs'
 import { first } from 'rxjs/operators'
 import { Document } from 'src/app/data/document'
 import { SavedView } from 'src/app/data/saved-view'
-import { CollapsibleSection, SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import {
+  CollapsibleSection,
+  HideableSidebarItemID,
+  SETTINGS_KEYS,
+} from 'src/app/data/ui-settings'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { ComponentCanDeactivate } from 'src/app/guards/dirty-doc.guard'
 import { DocumentTitlePipe } from 'src/app/pipes/document-title.pipe'
@@ -48,6 +53,7 @@ import { ChatComponent } from '../chat/chat/chat.component'
 import { BrandMarkComponent } from '../common/logo/brand-mark/brand-mark.component'
 import { LogoComponent } from '../common/logo/logo.component'
 import { ProfileEditDialogComponent } from '../common/profile-edit-dialog/profile-edit-dialog.component'
+import { SwitchComponent } from '../common/input/switch/switch.component'
 import { DocumentDetailComponent } from '../document-detail/document-detail.component'
 import { ComponentWithPermissions } from '../with-permissions/with-permissions.component'
 import { GlobalSearchComponent } from './global-search/global-search.component'
@@ -76,6 +82,8 @@ const SCROLL_THRESHOLD = 16
     NgxBootstrapIconsModule,
     DragDropModule,
     TourNgBootstrap,
+    FormsModule,
+    SwitchComponent,
   ],
 })
 export class AppFrameComponent
@@ -98,6 +106,7 @@ export class AppFrameComponent
   readonly isMenuCollapsed = signal(true)
   readonly slimSidebarAnimating = signal(false)
   readonly mobileSearchHidden = signal(false)
+  readonly HideableSidebarItemID = HideableSidebarItemID
   private readonly versionSetting = this.settingsService.getSignal<string>(
     SETTINGS_KEYS.VERSION
   )
@@ -195,6 +204,10 @@ export class AppFrameComponent
     }, 200) // slightly longer than css animation for slim sidebar
   }
 
+  toggleSidebarItem(item: HideableSidebarItemID, visible: boolean): void {
+    this.settingsService.updateSidebarItemVisibility(item, visible)
+  }
+
   toggleAttributesSections(event?: Event): void {
     event?.preventDefault()
     event?.stopPropagation()

src-ui/src/app/components/common/input/switch/switch.component.html

@@ -1,6 +1,6 @@
-<div class="mb-3">
-  <div class="row">
-    @if (!horizontal) {
+<div [class.mb-3]="!compact">
+  <div [class.row]="!compact">
+    @if (!horizontal && !compact) {
       <div class="d-flex align-items-center position-relative hidden-button-container col-md-3">
         <label class="form-label" [for]="inputId" [ngbTooltip]="showUnsetNote && isUnset ? tipContent: null" placement="end">
           {{title}}
@@ -17,8 +17,8 @@
     }
     <div [ngClass]="{'align-items-center': horizontal, 'd-flex': horizontal}">
       <div class="form-check form-switch">
-        <input #inputField type="checkbox" class="form-check-input" [id]="inputId" [(ngModel)]="value" [ngModelOptions]="{standalone: true}" (change)="onChange(value)" (blur)="onTouched()" [disabled]="disabled">
-        @if (horizontal) {
+        <input #inputField type="checkbox" class="form-check-input" [id]="inputId" [(ngModel)]="value" [ngModelOptions]="{standalone: true}" (change)="onChange(value)" (blur)="onTouched()" [disabled]="disabled" [attr.aria-label]="compact ? title : null">
+        @if (horizontal && !compact) {
           <label class="form-check-label" [class.text-muted]="showUnsetNote && isUnset" [for]="inputId" [ngbTooltip]="showUnsetNote && isUnset ? tipContent: null" placement="end">
             {{title}}
             @if (showUnsetNote && isUnset) {

src-ui/src/app/components/common/input/switch/switch.component.spec.ts

@@ -48,4 +48,14 @@ describe('SwitchComponent', () => {
     component.value = undefined
     expect(component.isUnset).toBeTruthy()
   })
+
+  it('should support a compact layout', () => {
+    component.compact = true
+    component.title = 'Test switch'
+    fixture.detectChanges()
+
+    expect(fixture.nativeElement.querySelector('.mb-3')).toBeNull()
+    expect(fixture.nativeElement.querySelector('.row')).toBeNull()
+    expect(input.getAttribute('aria-label')).toEqual('Test switch')
+  })
 })

src-ui/src/app/components/common/input/switch/switch.component.ts

@@ -25,6 +25,9 @@ export class SwitchComponent extends AbstractInputComponent<boolean> {
   @Input()
   showUnsetNote: boolean = false
 
+  @Input()
+  compact: boolean = false
+
   constructor() {
     super()
   }

src-ui/src/app/data/paperless-config.ts

@@ -422,6 +422,7 @@ export const PaperlessConfigOptions: ConfigOption[] = [
 ]
 
 export interface PaperlessConfig extends ObjectWithId {
+  externally_configured_variables: string[]
   output_type: OutputTypeConfig
   pages: number
   language: string

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

@@ -24,6 +24,16 @@ export enum CollapsibleSection {
   ATTRIBUTES = 'attributes',
 }
 
+export enum HideableSidebarItemID {
+  Dashboard = 'dashboard',
+  SavedViews = 'saved_views',
+  Workflows = 'workflows',
+  Mail = 'mail',
+  Documentation = 'documentation',
+}
+
+export const HIDEABLE_SIDEBAR_ITEM_IDS = Object.values(HideableSidebarItemID)
+
 export const PAPERLESS_GREEN_HEX = '#17541f'
 
 export const SETTINGS_KEYS = {
@@ -56,6 +66,7 @@ export const SETTINGS_KEYS = {
   NOTES_ENABLED: 'general-settings:notes-enabled',
   AUDITLOG_ENABLED: 'general-settings:auditlog-enabled',
   SLIM_SIDEBAR: 'general-settings:slim-sidebar',
+  SIDEBAR_HIDDEN_ITEMS: 'general-settings:sidebar:hidden-items',
   ATTRIBUTES_SECTIONS_COLLAPSED:
     'general-settings:attributes-sections-collapsed',
   UPDATE_CHECKING_ENABLED: 'general-settings:update-checking:enabled',
@@ -127,6 +138,11 @@ export const SETTINGS: UiSetting[] = [
     type: 'boolean',
     default: false,
   },
+  {
+    key: SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS,
+    type: 'array',
+    default: [],
+  },
   {
     key: SETTINGS_KEYS.ATTRIBUTES_SECTIONS_COLLAPSED,
     type: 'array',

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

@@ -14,7 +14,11 @@ import { CustomFieldDataType } from '../data/custom-field'
 import { DEFAULT_DISPLAY_FIELDS, DisplayField } from '../data/document'
 import { SavedView } from '../data/saved-view'
 import { RemoteOCRModeConfig } from '../data/paperless-config'
-import { SETTINGS_KEYS, UiSettings } from '../data/ui-settings'
+import {
+  HideableSidebarItemID,
+  SETTINGS_KEYS,
+  UiSettings,
+} from '../data/ui-settings'
 import { PermissionsService } from './permissions.service'
 import { CustomFieldsService } from './rest/custom-fields.service'
 import { SettingsService } from './settings.service'
@@ -230,6 +234,35 @@ describe('SettingsService', () => {
     expect(notesEnabled()).toBeFalsy()
   })
 
+  it('updates sidebar item visibility', () => {
+    httpTestingController
+      .expectOne(`${environment.apiBaseUrl}ui_settings/`)
+      .flush(ui_settings)
+
+    expect(
+      settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)
+    ).toBe(false)
+
+    settingsService.updateSidebarItemVisibility(
+      HideableSidebarItemID.Workflows,
+      false
+    )
+
+    expect(
+      settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)
+    ).toBe(true)
+    expect(settingsService.get(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS)).toEqual([])
+
+    settingsService.updateSidebarItemVisibility(
+      HideableSidebarItemID.Workflows,
+      true
+    )
+
+    expect(
+      settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)
+    ).toBe(false)
+  })
+
   it('updates setting signals when settings are reinitialized', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}ui_settings/`

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

@@ -24,6 +24,7 @@ import { DEFAULT_DISPLAY_FIELDS, DisplayField } from '../data/document'
 import { RemoteOCRModeConfig } from '../data/paperless-config'
 import { SavedView } from '../data/saved-view'
 import {
+  HideableSidebarItemID,
   PAPERLESS_GREEN_HEX,
   SETTINGS,
   SETTINGS_KEYS,
@@ -313,6 +314,18 @@ export class SettingsService {
   readonly globalDropzoneEnabled = signal(true)
   readonly globalDropzoneActive = signal(false)
   readonly organizingSidebarSavedViews = signal(false)
+  readonly sidebarHiddenItemsEditing = signal<HideableSidebarItemID[] | null>(
+    null
+  )
+  readonly organizingSidebarItems = computed(
+    () => this.sidebarHiddenItemsEditing() !== null
+  )
+  readonly sidebarHiddenItemsEditingChanged = new EventEmitter<
+    HideableSidebarItemID[]
+  >()
+  readonly hiddenSidebarItems = this.getSignal<HideableSidebarItemID[]>(
+    SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS
+  )
 
   readonly allDisplayFields = signal<Array<{ id: DisplayField; name: string }>>(
     DEFAULT_DISPLAY_FIELDS
@@ -749,6 +762,29 @@ export class SettingsService {
     return this.storeSettings()
   }
 
+  sidebarItemIsHidden(item: HideableSidebarItemID): boolean {
+    return (
+      this.sidebarHiddenItemsEditing() ?? this.hiddenSidebarItems()
+    ).includes(item)
+  }
+
+  updateSidebarItemVisibility(
+    item: HideableSidebarItemID,
+    visible: boolean
+  ): void {
+    const hiddenItems = new Set(
+      this.sidebarHiddenItemsEditing() ?? this.hiddenSidebarItems()
+    )
+    if (visible) {
+      hiddenItems.delete(item)
+    } else {
+      hiddenItems.add(item)
+    }
+    const updatedHiddenItems = [...hiddenItems]
+    this.sidebarHiddenItemsEditing.set(updatedHiddenItems)
+    this.sidebarHiddenItemsEditingChanged.emit(updatedHiddenItems)
+  }
+
   updateSavedViewsVisibility(
     dashboardVisibleViewIds: number[],
     sidebarVisibleViewIds: number[]

src/documents/filters.py

@@ -12,7 +12,6 @@ from typing import TYPE_CHECKING
 from typing import Any
 
 from django.contrib.contenttypes.models import ContentType
-from django.core.exceptions import FieldError
 from django.db.models import Case
 from django.db.models import CharField
 from django.db.models import Count
@@ -53,6 +52,7 @@ from documents.models import StoragePath
 from documents.models import Tag
 from documents.permissions import permitted_document_ids
 from documents.permissions import permitted_object_ids
+from documents.versioning import annotate_effective_content
 
 if TYPE_CHECKING:
     from collections.abc import Callable
@@ -182,14 +182,9 @@ class TitleContentFilter(Filter):
             logger.warning(
                 "Deprecated document filter parameter 'title_content' used; use `text` instead.",
             )
-            try:
-                return qs.filter(
-                    Q(title__icontains=value) | Q(effective_content__icontains=value),
-                )
-            except FieldError:
-                return qs.filter(
-                    Q(title__icontains=value) | Q(content__icontains=value),
-                )
+            return annotate_effective_content(qs).filter(
+                Q(title__icontains=value) | Q(effective_content__icontains=value),
+            )
         else:
             return qs
 
@@ -200,14 +195,9 @@ class EffectiveContentFilter(Filter):
         value = value.strip() if isinstance(value, str) else value
         if not value:
             return qs
-        try:
-            return qs.filter(
-                **{f"effective_content__{self.lookup_expr}": value},
-            )
-        except FieldError:
-            return qs.filter(
-                **{f"content__{self.lookup_expr}": value},
-            )
+        return annotate_effective_content(qs).filter(
+            **{f"effective_content__{self.lookup_expr}": value},
+        )
 
 
 @extend_schema_field(serializers.BooleanField)

src/documents/serialisers.py

@@ -674,6 +674,9 @@ class TagSerializer(MatchingModelSerializer, OwnedObjectSerializer):
             ordering = ordering or (Lower("name"),)
             children = children.order_by(*ordering)
 
+        if not children:
+            return []
+
         serializer = TagSerializer(
             children,
             many=True,

src/documents/tests/test_api_app_config.py

@@ -35,7 +35,8 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
         THEN:
             - Existing config
         """
-        response = self.client.get(self.ENDPOINT, format="json")
+        with patch.dict("os.environ", {}, clear=True):
+            response = self.client.get(self.ENDPOINT, format="json")
 
         self.assertEqual(response.status_code, status.HTTP_200_OK)
 
@@ -45,6 +46,7 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
             response.data[0],
             {
                 "id": 1,
+                "externally_configured_variables": [],
                 "output_type": None,
                 "pages": None,
                 "language": None,
@@ -91,6 +93,31 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
             },
         )
 
+    def test_api_get_config_reports_external_configuration_without_values(self) -> None:
+        with patch.dict(
+            "os.environ",
+            {
+                "PAPERLESS_OCR_LANGUAGE": "eng",
+                "PAPERLESS_REMOTE_OCR_API_KEY": "secret-value",
+                "PAPERLESS_FUTURE_SETTING": "future-value",
+                "UNRELATED_SETTING": "unrelated-value",
+            },
+            clear=True,
+        ):
+            response = self.client.get(self.ENDPOINT, format="json")
+
+        self.assertCountEqual(
+            response.data[0]["externally_configured_variables"],
+            [
+                "PAPERLESS_FUTURE_SETTING",
+                "PAPERLESS_OCR_LANGUAGE",
+                "PAPERLESS_REMOTE_OCR_API_KEY",
+            ],
+        )
+        self.assertNotContains(response, "secret-value")
+        self.assertNotContains(response, "future-value")
+        self.assertNotContains(response, "UNRELATED_SETTING")
+
     def test_api_get_ui_settings_with_config(self) -> None:
         """
         GIVEN:

src/documents/tests/test_api_document_versions.py

@@ -2,14 +2,12 @@ from __future__ import annotations
 
 import datetime
 from typing import TYPE_CHECKING
-from unittest import TestCase
 from unittest import mock
 
 from auditlog.models import LogEntry  # type: ignore[import-untyped]
 from django.contrib.auth.models import Permission
 from django.contrib.auth.models import User
 from django.contrib.contenttypes.models import ContentType
-from django.core.exceptions import FieldError
 from django.core.files.uploadedfile import SimpleUploadedFile
 from django.test import TestCase as DjangoTestCase
 from django.utils import timezone
@@ -22,6 +20,7 @@ from documents.filters import TitleContentFilter
 from documents.models import Document
 from documents.tests.utils import DirectoriesMixin
 from documents.tests.utils import read_streaming_response
+from documents.versioning import annotate_effective_content
 from documents.views import DocumentSelectionMixin
 
 if TYPE_CHECKING:
@@ -892,32 +891,104 @@ class TestDocumentVersioningApi(DirectoriesMixin, APITestCase):
         )
 
 
-class TestVersionAwareFilters(TestCase):
-    def test_title_content_filter_falls_back_to_content(self) -> None:
-        queryset = mock.Mock()
-        fallback_queryset = mock.Mock()
-        queryset.filter.side_effect = [FieldError("missing field"), fallback_queryset]
+class TestVersionAwareFilters(DjangoTestCase):
+    """
+    The filters annotate effective_content themselves rather than relying on
+    the caller's queryset carrying it, so they stay version-aware on a plain
+    Document queryset (e.g. the bulk-edit "select all matching" path).
+    """
 
-        result = TitleContentFilter().filter(queryset, " latest ")
+    def setUp(self) -> None:
+        super().setUp()
+        self.root = Document.objects.create(
+            title="root",
+            checksum="root",
+            mime_type="application/pdf",
+            content="superseded-content",
+        )
+        Document.objects.create(
+            title="version",
+            checksum="version",
+            mime_type="application/pdf",
+            root_document=self.root,
+            version_index=1,
+            content="latest-content",
+        )
+        self.unversioned = Document.objects.create(
+            title="unversioned",
+            checksum="unversioned",
+            mime_type="application/pdf",
+            content="latest-content",
+        )
 
-        self.assertIs(result, fallback_queryset)
-        self.assertEqual(queryset.filter.call_count, 2)
-
-    def test_effective_content_filter_falls_back_to_content_lookup(self) -> None:
-        queryset = mock.Mock()
-        fallback_queryset = mock.Mock()
-        queryset.filter.side_effect = [FieldError("missing field"), fallback_queryset]
-
-        result = EffectiveContentFilter(lookup_expr="icontains").filter(
-            queryset,
+    def test_title_content_filter_matches_latest_version_content(self) -> None:
+        result = TitleContentFilter().filter(
+            Document.objects.filter(root_document__isnull=True),
             " latest ",
         )
 
-        self.assertIs(result, fallback_queryset)
-        first_kwargs = queryset.filter.call_args_list[0].kwargs
-        second_kwargs = queryset.filter.call_args_list[1].kwargs
-        self.assertEqual(first_kwargs, {"effective_content__icontains": "latest"})
-        self.assertEqual(second_kwargs, {"content__icontains": "latest"})
+        self.assertCountEqual(
+            [doc.id for doc in result],
+            [self.root.id, self.unversioned.id],
+        )
+
+    def test_effective_content_filter_matches_latest_version_content(self) -> None:
+        result = EffectiveContentFilter(lookup_expr="icontains").filter(
+            Document.objects.filter(root_document__isnull=True),
+            " latest ",
+        )
+
+        self.assertCountEqual(
+            [doc.id for doc in result],
+            [self.root.id, self.unversioned.id],
+        )
+
+    def test_effective_content_filter_ignores_superseded_content(self) -> None:
+        result = EffectiveContentFilter(lookup_expr="icontains").filter(
+            Document.objects.filter(root_document__isnull=True),
+            "superseded",
+        )
+
+        self.assertEqual(list(result), [])
+
+    def test_filters_reuse_an_existing_annotation(self) -> None:
+        """
+        Annotating twice under the same alias is an error, so an already
+        annotated queryset (the search path) has to be left alone.
+        """
+        annotated = annotate_effective_content(
+            Document.objects.filter(root_document__isnull=True),
+        )
+        self.assertIs(annotate_effective_content(annotated), annotated)
+
+        result = EffectiveContentFilter(lookup_expr="icontains").filter(
+            annotated,
+            "latest",
+        )
+
+        self.assertCountEqual(
+            [doc.id for doc in result],
+            [self.root.id, self.unversioned.id],
+        )
+
+    def test_bulk_selection_does_not_match_superseded_content(self) -> None:
+        """
+        Bulk edit's "select all matching" builds its own queryset, so before
+        the filters annotated for themselves it matched the root document's
+        superseded content -- selecting documents the list view, filtered by
+        the same term, does not show.
+        """
+        user = User.objects.create_superuser(username="bulk_selection")
+
+        selected = DocumentSelectionMixin()._resolve_document_ids(
+            user=user,
+            validated_data={
+                "all": True,
+                "filters": {"content__icontains": "superseded"},
+            },
+        )
+
+        self.assertEqual(selected, [])
 
     def test_effective_content_filter_returns_input_for_empty_values(self) -> None:
         queryset = mock.Mock()

src/documents/tests/test_api_search.py

@@ -1947,6 +1947,29 @@ class TestDocumentSearchApi(DirectoriesMixin, APITestCase):
         self.assertEqual(len(response.data["documents"]), 1)
         self.assertEqual(response.data["documents"][0]["id"], title_match.id)
 
+    def test_global_search_returns_latest_version_content(self) -> None:
+        root = Document.objects.create(
+            title="bank statement",
+            content="superseded content",
+            checksum="GSV1",
+            pk=23,
+        )
+        Document.objects.create(
+            title="bank statement v2",
+            content="latest content",
+            checksum="GSV2",
+            pk=24,
+            root_document=root,
+            version_index=1,
+        )
+
+        self.client.force_authenticate(self.user)
+
+        response = self.client.get("/api/search/?query=bank&db_only=true")
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        returned = {doc["id"]: doc["content"] for doc in response.data["documents"]}
+        self.assertEqual(returned.get(root.id), "latest content")
+
     def test_global_search_filters_owned_mail_objects(self) -> None:
         user1 = User.objects.create_user("mail-search-user")
         user2 = User.objects.create_user("other-mail-search-user")

src/documents/versioning.py

@@ -27,10 +27,13 @@ def versions_newest_first(documents: QuerySet[Document]) -> QuerySet[Document]:
 
 def annotate_effective_content(documents: QuerySet[Document]) -> QuerySet[Document]:
     """
-    Annotates documents with the content of their newest version, falling back
-    to their own, so get_effective_content() can answer from the row rather
-    than querying for the versions of each document
+    Annotates documents with the content of their newest version unless the
+    queryset already carries the annotation, falling back to their own, so
+    get_effective_content() can answer from the row rather than querying for
+    the versions of each document.
     """
+    if "effective_content" in documents.query.annotations:
+        return documents
     return documents.annotate(
         effective_content=Coalesce(
             Subquery(

src/documents/views.py

@@ -232,6 +232,7 @@ from documents.tasks import train_classifier
 from documents.tasks import update_document_parent_tags
 from documents.utils import get_boolean
 from documents.versioning import VersionResolutionError
+from documents.versioning import annotate_effective_content
 from documents.versioning import get_latest_version_for_root
 from documents.versioning import get_request_version_param
 from documents.versioning import get_root_document
@@ -3632,8 +3633,13 @@ class GlobalSearchView(PassUserMixin):
         OBJECT_LIMIT = 3
         docs = []
         if request.user.has_perm("documents.view_document"):
-            all_docs = Document.objects.filter(
-                id__in=permitted_document_ids(request.user),
+            # Never more than OBJECT_LIMIT rows come back here, so annotating
+            # is cheap -- and without it these results show the root
+            # document's superseded content.
+            all_docs = annotate_effective_content(
+                Document.objects.filter(
+                    id__in=permitted_document_ids(request.user),
+                ),
             )
             if db_only:
                 docs = all_docs.filter(title__icontains=query)[:OBJECT_LIMIT]

src/locale/en_US/LC_MESSAGES/django.po

@@ -2,7 +2,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: paperless-ngx\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-09-07 20:47+0000\n"
+"POT-Creation-Date: 2026-09-08 15:56+0000\n"
 "PO-Revision-Date: 2022-02-17 04:17\n"
 "Last-Translator: \n"
 "Language-Team: English\n"
@@ -21,39 +21,39 @@ msgstr ""
 msgid "Documents"
 msgstr ""
 
-#: documents/filters.py:473
+#: documents/filters.py:463
 msgid "Value must be valid JSON."
 msgstr ""
 
-#: documents/filters.py:492
+#: documents/filters.py:482
 msgid "Invalid custom field query expression"
 msgstr ""
 
-#: documents/filters.py:502
+#: documents/filters.py:492
 msgid "Invalid expression list. Must be nonempty."
 msgstr ""
 
-#: documents/filters.py:523
+#: documents/filters.py:513
 msgid "Invalid logical operator {op!r}"
 msgstr ""
 
-#: documents/filters.py:537
+#: documents/filters.py:527
 msgid "Maximum number of query conditions exceeded."
 msgstr ""
 
-#: documents/filters.py:601
+#: documents/filters.py:591
 msgid "{name!r} is not a valid custom field."
 msgstr ""
 
-#: documents/filters.py:638
+#: documents/filters.py:628
 msgid "{data_type} does not support query expr {expr!r}."
 msgstr ""
 
-#: documents/filters.py:757 documents/models.py:136
+#: documents/filters.py:747 documents/models.py:136
 msgid "Maximum nesting depth exceeded."
 msgstr ""
 
-#: documents/filters.py:1119
+#: documents/filters.py:1109
 msgid "Custom field not found"
 msgstr ""
 
@@ -1631,49 +1631,49 @@ msgstr ""
 msgid "workflow runs"
 msgstr ""
 
-#: documents/serialisers.py:524 documents/serialisers.py:878
-#: documents/serialisers.py:2838 documents/views.py:314 documents/views.py:2624
+#: documents/serialisers.py:524 documents/serialisers.py:881
+#: documents/serialisers.py:2841 documents/views.py:315 documents/views.py:2625
 #: paperless_mail/serialisers.py:156
 msgid "Insufficient permissions."
 msgstr ""
 
-#: documents/serialisers.py:714
+#: documents/serialisers.py:717
 msgid "Invalid color."
 msgstr ""
 
-#: documents/serialisers.py:2315
+#: documents/serialisers.py:2318
 #, python-format
 msgid "File type %(type)s not supported"
 msgstr ""
 
-#: documents/serialisers.py:2359
+#: documents/serialisers.py:2362
 #, python-format
 msgid "Custom field id must be an integer: %(id)s"
 msgstr ""
 
-#: documents/serialisers.py:2366
+#: documents/serialisers.py:2369
 #, python-format
 msgid "Custom field with id %(id)s does not exist"
 msgstr ""
 
-#: documents/serialisers.py:2383 documents/serialisers.py:2393
+#: documents/serialisers.py:2386 documents/serialisers.py:2396
 msgid ""
 "Custom fields must be a list of integers or an object mapping ids to values."
 msgstr ""
 
-#: documents/serialisers.py:2388
+#: documents/serialisers.py:2391
 msgid "Some custom fields don't exist or were specified twice."
 msgstr ""
 
-#: documents/serialisers.py:2535
+#: documents/serialisers.py:2538
 msgid "Invalid variable detected."
 msgstr ""
 
-#: documents/serialisers.py:2894
+#: documents/serialisers.py:2897
 msgid "Duplicate document identifiers are not allowed."
 msgstr ""
 
-#: documents/serialisers.py:2924 documents/views.py:4626
+#: documents/serialisers.py:2927 documents/views.py:4632
 #, python-format
 msgid "Documents not found: %(ids)s"
 msgstr ""
@@ -1941,36 +1941,36 @@ msgstr ""
 msgid "Unable to parse URI {value}"
 msgstr ""
 
-#: documents/views.py:307 documents/views.py:2621
+#: documents/views.py:308 documents/views.py:2622
 msgid "Invalid more_like_id"
 msgstr ""
 
-#: documents/views.py:1591
+#: documents/views.py:1592
 msgid "Invalid AI configuration."
 msgstr ""
 
-#: documents/views.py:1602
+#: documents/views.py:1603
 msgid "AI backend request timed out."
 msgstr ""
 
-#: documents/views.py:2446 documents/views.py:2767
+#: documents/views.py:2447 documents/views.py:2768
 msgid "Specify only one of text, title_search, query, or more_like_id."
 msgstr ""
 
-#: documents/views.py:4639
+#: documents/views.py:4645
 #, python-format
 msgid "Insufficient permissions to share document %(id)s."
 msgstr ""
 
-#: documents/views.py:4685
+#: documents/views.py:4691
 msgid "Bundle is already being processed."
 msgstr ""
 
-#: documents/views.py:4749
+#: documents/views.py:4755
 msgid "The share link bundle is still being prepared. Please try again later."
 msgstr ""
 
-#: documents/views.py:4763
+#: documents/views.py:4769
 msgid "The share link bundle is unavailable."
 msgstr ""
 

src/paperless/serialisers.py

@@ -1,4 +1,5 @@
 import logging
+import os
 from io import BytesIO
 
 import magic
@@ -212,6 +213,7 @@ class ProfileSerializer(PasswordValidationMixin, serializers.ModelSerializer[Use
 class ApplicationConfigurationSerializer(
     serializers.ModelSerializer[ApplicationConfiguration],
 ):
+    externally_configured_variables = serializers.SerializerMethodField()
     user_args = serializers.JSONField(binary=True, allow_null=True)
     barcode_tag_mapping = serializers.JSONField(binary=True, allow_null=True)
     llm_api_key = ObfuscatedPasswordField(
@@ -227,6 +229,12 @@ class ApplicationConfigurationSerializer(
 
     OBFUSCATED_FIELDS = ("llm_api_key", "remote_ocr_api_key")
 
+    def get_externally_configured_variables(
+        self,
+        instance: ApplicationConfiguration,
+    ) -> list[str]:
+        return sorted(name for name in os.environ if name.startswith("PAPERLESS_"))
+
     def run_validation(self, data):
         # Empty strings treated as None to avoid unexpected behavior
         if "user_args" in data and data["user_args"] == "":