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https://github.com/paperless-ngx/paperless-ngx.git
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8124fc835f | ||
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f92c861e2d |
@@ -138,7 +138,9 @@ for suggested generation and embedding models.
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With AI enabled, Paperless-ngx can suggest a title, tags, correspondent, document type,
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storage path and dates by sending the document to the LLM. This is **opt-in per request**
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and surfaces through the "Suggest" control on the document detail page, alongside the
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classic classifier-based suggestions — it does not disable them. Suggestion output
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classic classifier-based suggestions — it does not disable them. Suggestions are requested
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automatically when you open a document that carries an inbox tag unless "Automatically request
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suggestions for inbox documents" under Settings > Documents is disabled. Suggestion output
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language can be steered with
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[`PAPERLESS_AI_LLM_OUTPUT_LANGUAGE`](configuration.md#PAPERLESS_AI_LLM_OUTPUT_LANGUAGE)
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(otherwise it follows the user's UI language).
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@@ -317,6 +317,8 @@ a "document already exists" message.
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Paperless-ngx can suggest tags, correspondents, document types and storage paths for documents based on the content of the document. This is done using a (non-LLM) machine learning model that is trained on the documents in your database. The suggestions are shown in the document detail page and can be accepted or rejected by the user.
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Suggestions are requested automatically when you open a document that still has an inbox tag. To only request them by pressing the "Suggest" button instead, turn off "Automatically request suggestions for inbox documents" under Settings > Documents.
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## AI Features
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Paperless-ngx includes several features that use AI to enhance the document management experience. These features are optional and can be enabled or disabled in the settings. If you are using the AI features, you may want to also enable the "LLM index" feature, which supports Retrieval-Augmented Generation (RAG) designed to improve the quality of AI responses. The LLM index feature is not enabled by default and requires additional configuration.
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@@ -237,6 +237,12 @@
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</div>
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</div>
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<div class="row">
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<div class="col">
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<pngx-input-check i18n-title title="Automatically request suggestions for inbox documents" i18n-hint hint="If un-checked, suggestions must be requested via the Suggest button." formControlName="documentEditingAutoSuggest"></pngx-input-check>
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</div>
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</div>
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<div class="row">
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<div class="col">
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<pngx-input-check i18n-title title="Show document thumbnail during loading" formControlName="documentEditingOverlayThumbnail"></pngx-input-check>
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@@ -267,7 +267,7 @@ describe('SettingsComponent', () => {
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expect(toastErrorSpy).toHaveBeenCalled()
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expect(storeSpy).toHaveBeenCalled()
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expect(appearanceSettingsSpy).not.toHaveBeenCalled()
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expect(setSpy).toHaveBeenCalledTimes(32)
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expect(setSpy).toHaveBeenCalledTimes(33)
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// succeed
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storeSpy.mockReturnValueOnce(of(true))
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@@ -168,6 +168,7 @@ export class SettingsComponent
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pdfEditorDefaultEditMode: new FormControl(null),
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documentEditingRemoveInboxTags: new FormControl(null),
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documentEditingOverlayThumbnail: new FormControl(null),
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documentEditingAutoSuggest: new FormControl(null),
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documentDetailsHiddenFields: new FormControl([]),
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searchDbOnly: new FormControl(null),
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searchLink: new FormControl(null),
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@@ -368,6 +369,9 @@ export class SettingsComponent
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documentEditingOverlayThumbnail: this.settings.get(
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SETTINGS_KEYS.DOCUMENT_EDITING_OVERLAY_THUMBNAIL
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),
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documentEditingAutoSuggest: this.settings.get(
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SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST
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),
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documentDetailsHiddenFields: this.settings.get(
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SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS
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),
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@@ -565,6 +569,10 @@ export class SettingsComponent
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SETTINGS_KEYS.DOCUMENT_EDITING_OVERLAY_THUMBNAIL,
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this.settingsForm.value.documentEditingOverlayThumbnail
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)
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this.settings.set(
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SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST,
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this.settingsForm.value.documentEditingAutoSuggest
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)
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this.settings.set(
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SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS,
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this.settingsForm.value.documentDetailsHiddenFields
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@@ -1473,6 +1473,35 @@ describe('DocumentDetailComponent', () => {
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})
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})
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it('should not automatically get suggestions if auto-suggest is disabled', () => {
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settingsService.set(SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST, false)
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const suggestionsSpy = jest.spyOn(documentService, 'getSuggestions')
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suggestionsSpy.mockReturnValue(of({ tags: [42] }))
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initNormally()
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expect(suggestionsSpy).not.toHaveBeenCalled()
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// still available on demand
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component.getSuggestions()
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expect(suggestionsSpy).toHaveBeenCalled()
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})
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it('should not automatically get AI suggestions if auto-suggest is disabled', () => {
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settingsService.set(SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST, false)
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const getSetting = settingsService.get.bind(settingsService)
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jest
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.spyOn(settingsService, 'get')
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.mockImplementation((key) =>
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key === SETTINGS_KEYS.AI_ENABLED ? true : getSetting(key)
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)
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const aiSuggestionsSpy = jest.spyOn(documentService, 'getAiSuggestions')
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aiSuggestionsSpy.mockReturnValue(of({ tags: [42] }))
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initNormally()
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expect(aiSuggestionsSpy).not.toHaveBeenCalled()
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component.getSuggestions()
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expect(aiSuggestionsSpy).toHaveBeenCalled()
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})
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it('should reset the suggestions loading state if the document changes mid-request', () => {
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const getSetting = settingsService.get.bind(settingsService)
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jest
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@@ -237,6 +237,9 @@ export class DocumentDetailComponent
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this.settings.getSignal<boolean>(
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SETTINGS_KEYS.DOCUMENT_EDITING_OVERLAY_THUMBNAIL
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)
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private readonly autoSuggestSetting = this.settings.getSignal<boolean>(
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SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST
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)
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private readonly hiddenFieldsSetting = this.settings.getSignal<
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DocumentDetailFieldID[]
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>(SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS)
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@@ -357,6 +360,10 @@ export class DocumentDetailComponent
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return this.aiEnabledSetting()
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}
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get autoSuggest(): boolean {
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return this.autoSuggestSetting()
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}
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get archiveContentRenderType(): ContentRenderType {
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const hasArchiveVersion =
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this.metadata()?.has_archive_version ??
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@@ -904,6 +911,7 @@ export class DocumentDetailComponent
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this.updateFormForCustomFields()
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this.loadMetadataForSelectedVersion()
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if (
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this.autoSuggest &&
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this.permissionsService.currentUserHasObjectPermissions(
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PermissionAction.Change,
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doc
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@@ -84,6 +84,8 @@ export const SETTINGS_KEYS = {
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'general-settings:document-editing:remove-inbox-tags',
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DOCUMENT_EDITING_OVERLAY_THUMBNAIL:
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'general-settings:document-editing:overlay-thumbnail',
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DOCUMENT_EDITING_AUTO_SUGGEST:
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'general-settings:document-editing:auto-suggest',
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DOCUMENT_DETAILS_HIDDEN_FIELDS:
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'general-settings:document-details:hidden-fields',
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SEARCH_DB_ONLY: 'general-settings:search:db-only',
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@@ -300,6 +302,11 @@ export const SETTINGS: UiSetting[] = [
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type: 'boolean',
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default: true,
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},
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{
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key: SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST,
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type: 'boolean',
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default: true,
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},
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{
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key: SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS,
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type: 'array',
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