Update .mypy-baseline.txt

Modified is always going to be set
Update test_websockets.py
2026-02-26 21:36:26 +00:00 · 2026-02-22 16:15:06 -08:00 · 2026-02-22 16:15:06 -08:00 · 2026-02-22 16:15:06 -08:00 · 2026-02-22 16:15:06 -08:00 · 2026-02-22 16:15:06 -08:00
84 changed files with 2299 additions and 7217 deletions
--- a/.github/workflows/ci-backend.yml
+++ b/.github/workflows/ci-backend.yml
@@ -129,7 +129,6 @@ jobs:
        run: |
          uv pip list
      - name: Check typing (pyrefly)
-        continue-on-error: true
        run: |
          uv run pyrefly \
            check \
@@ -144,7 +143,6 @@ jobs:
            ${{ runner.os }}-mypy-py${{ env.DEFAULT_PYTHON }}-
            ${{ runner.os }}-mypy-
      - name: Check typing (mypy)
-        continue-on-error: true
        run: |
          uv run mypy \
            --show-error-codes \
--- a/.mypy-baseline.txt
+++ b/.mypy-baseline.txt
@@ -96,7 +96,9 @@ src/documents/conditionals.py:0: error: Function is missing a type annotation fo
 src/documents/conditionals.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/conditionals.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/conditionals.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
+src/documents/conditionals.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/consumer.py:0: error: "ConsumerPluginMixin" has no attribute "input_doc"  [attr-defined]
+src/documents/consumer.py:0: error: "ConsumerPluginMixin" has no attribute "log"  [attr-defined]
 src/documents/consumer.py:0: error: "ConsumerPluginMixin" has no attribute "metadata"  [attr-defined]
 src/documents/consumer.py:0: error: "ConsumerPluginMixin" has no attribute "metadata"  [attr-defined]
 src/documents/consumer.py:0: error: "ConsumerPluginMixin" has no attribute "metadata"  [attr-defined]
@@ -171,6 +173,7 @@ src/documents/filters.py:0: error: Function is missing a type annotation  [no-un
 src/documents/filters.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/filters.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/filters.py:0: error: Function is missing a type annotation  [no-untyped-def]
+src/documents/filters.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/filters.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/filters.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/filters.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
@@ -342,11 +345,18 @@ src/documents/migrations/0001_initial.py:0: error: Skipping analyzing "multisele
 src/documents/migrations/0008_sharelinkbundle.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/migrations/0008_sharelinkbundle.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/models.py:0: error: Argument 1 to "Path" has incompatible type "Path | None"; expected "str | PathLike[str]"  [arg-type]
+src/documents/models.py:0: error: Could not resolve manager type for "documents.models.Document.deleted_objects"  [django-manager-missing]
+src/documents/models.py:0: error: Could not resolve manager type for "documents.models.Document.global_objects"  [django-manager-missing]
+src/documents/models.py:0: error: Could not resolve manager type for "documents.models.Document.objects"  [django-manager-missing]
+src/documents/models.py:0: error: Couldn't resolve related manager 'custom_fields' for relation 'documents.models.CustomFieldInstance.document'.  [django-manager-missing]
 src/documents/models.py:0: error: Couldn't resolve related manager 'documents' for relation 'documents.models.Document.correspondent'.  [django-manager-missing]
 src/documents/models.py:0: error: Couldn't resolve related manager 'documents' for relation 'documents.models.Document.document_type'.  [django-manager-missing]
 src/documents/models.py:0: error: Couldn't resolve related manager 'documents' for relation 'documents.models.Document.storage_path'.  [django-manager-missing]
 src/documents/models.py:0: error: Couldn't resolve related manager 'fields' for relation 'documents.models.CustomFieldInstance.field'.  [django-manager-missing]
+src/documents/models.py:0: error: Couldn't resolve related manager 'notes' for relation 'documents.models.Note.document'.  [django-manager-missing]
 src/documents/models.py:0: error: Couldn't resolve related manager 'runs' for relation 'documents.models.WorkflowRun.workflow'.  [django-manager-missing]
+src/documents/models.py:0: error: Couldn't resolve related manager 'share_links' for relation 'documents.models.ShareLink.document'.  [django-manager-missing]
+src/documents/models.py:0: error: Couldn't resolve related manager 'workflow_runs' for relation 'documents.models.WorkflowRun.document'.  [django-manager-missing]
 src/documents/models.py:0: error: Function is missing a return type annotation  [no-untyped-def]
 src/documents/models.py:0: error: Function is missing a return type annotation  [no-untyped-def]
 src/documents/models.py:0: error: Function is missing a return type annotation  [no-untyped-def]
@@ -440,9 +450,6 @@ src/documents/permissions.py:0: error: Item "list[str]" of "Any | list[str] | Qu
 src/documents/permissions.py:0: error: Item "list[str]" of "Any | list[str] | QuerySet[User, User]" has no attribute "exists"  [union-attr]
 src/documents/permissions.py:0: error: Missing type parameters for generic type "QuerySet"  [type-arg]
 src/documents/permissions.py:0: error: Missing type parameters for generic type "dict"  [type-arg]
-src/documents/plugins/helpers.py:0: error: "Collection[str]" has no attribute "update"  [attr-defined]
-src/documents/plugins/helpers.py:0: error: Argument 1 to "send" of "BaseStatusManager" has incompatible type "dict[str, Collection[str]]"; expected "dict[str, str | int | None]"  [arg-type]
-src/documents/plugins/helpers.py:0: error: Argument 1 to "send" of "BaseStatusManager" has incompatible type "dict[str, Collection[str]]"; expected "dict[str, str | int | None]"  [arg-type]
 src/documents/plugins/helpers.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/plugins/helpers.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/plugins/helpers.py:0: error: Skipping analyzing "channels_redis.pubsub": module is installed, but missing library stubs or py.typed marker  [import-untyped]
@@ -549,7 +556,6 @@ src/documents/serialisers.py:0: error: Function is missing a type annotation  [n
 src/documents/serialisers.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/serialisers.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/serialisers.py:0: error: Function is missing a type annotation  [no-untyped-def]
-src/documents/serialisers.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/serialisers.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/serialisers.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/serialisers.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
@@ -667,7 +673,6 @@ src/documents/signals/handlers.py:0: error: Argument 3 to "validate_move" has in
 src/documents/signals/handlers.py:0: error: Argument 5 to "_suggestion_printer" has incompatible type "Any | None"; expected "MatchingModel"  [arg-type]
 src/documents/signals/handlers.py:0: error: Argument 5 to "_suggestion_printer" has incompatible type "Any | None"; expected "MatchingModel"  [arg-type]
 src/documents/signals/handlers.py:0: error: Argument 5 to "_suggestion_printer" has incompatible type "Any | None"; expected "MatchingModel"  [arg-type]
-src/documents/signals/handlers.py:0: error: Function is missing a return type annotation  [no-untyped-def]
 src/documents/signals/handlers.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/signals/handlers.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/signals/handlers.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
@@ -691,11 +696,15 @@ src/documents/signals/handlers.py:0: error: Function is missing a type annotatio
 src/documents/signals/handlers.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/signals/handlers.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/signals/handlers.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
+src/documents/signals/handlers.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
+src/documents/signals/handlers.py:0: error: Incompatible return value type (got "tuple[DocumentMetadataOverrides | None, str]", expected "tuple[DocumentMetadataOverrides, str] | None")  [return-value]
 src/documents/signals/handlers.py:0: error: Incompatible types in assignment (expression has type "list[Tag]", variable has type "set[Tag]")  [assignment]
 src/documents/signals/handlers.py:0: error: Incompatible types in assignment (expression has type "tuple[Any, Any, Any]", variable has type "tuple[Any, Any]")  [assignment]
+src/documents/signals/handlers.py:0: error: Item "ConsumableDocument" of "Document | ConsumableDocument" has no attribute "refresh_from_db"  [union-attr]
 src/documents/signals/handlers.py:0: error: Item "ConsumableDocument" of "Document | ConsumableDocument" has no attribute "save"  [union-attr]
 src/documents/signals/handlers.py:0: error: Item "ConsumableDocument" of "Document | ConsumableDocument" has no attribute "source_path"  [union-attr]
 src/documents/signals/handlers.py:0: error: Item "ConsumableDocument" of "Document | ConsumableDocument" has no attribute "tags"  [union-attr]
+src/documents/signals/handlers.py:0: error: Item "ConsumableDocument" of "Document | ConsumableDocument" has no attribute "tags"  [union-attr]
 src/documents/signals/handlers.py:0: error: Item "ConsumableDocument" of "Document | ConsumableDocument" has no attribute "title"  [union-attr]
 src/documents/signals/handlers.py:0: error: Item "None" of "Any | None" has no attribute "get"  [union-attr]
 src/documents/signals/handlers.py:0: error: Item "None" of "Any | None" has no attribute "get"  [union-attr]
@@ -966,6 +975,10 @@ src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annot
 src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation  [no-untyped-def]
+src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation  [no-untyped-def]
+src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
+src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
+src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/tests/test_bulk_edit.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
@@ -991,6 +1004,7 @@ src/documents/tests/test_bulk_edit.py:0: error: Item "dict[Any, Any]" of "Group
 src/documents/tests/test_bulk_edit.py:0: error: Item "dict[Any, Any]" of "Group | dict[Any, Any]" has no attribute "count"  [union-attr]
 src/documents/tests/test_bulk_edit.py:0: error: Too few arguments for "count" of "list"  [call-arg]
 src/documents/tests/test_bulk_edit.py:0: error: Too few arguments for "count" of "list"  [call-arg]
+src/documents/tests/test_bulk_edit.py:0: error: Unsupported operand types for - ("None" and "int")  [operator]
 src/documents/tests/test_caching.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/tests/test_classifier.py:0: error: "None" has no attribute "classes_"  [attr-defined]
 src/documents/tests/test_classifier.py:0: error: "None" has no attribute "classes_"  [attr-defined]
@@ -1552,7 +1566,6 @@ src/documents/views.py:0: error: Function is missing a return type annotation  [
 src/documents/views.py:0: error: Function is missing a return type annotation  [no-untyped-def]
 src/documents/views.py:0: error: Function is missing a return type annotation  [no-untyped-def]
 src/documents/views.py:0: error: Function is missing a return type annotation  [no-untyped-def]
-src/documents/views.py:0: error: Function is missing a return type annotation  [no-untyped-def]
 src/documents/views.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/views.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/views.py:0: error: Function is missing a type annotation  [no-untyped-def]
@@ -1928,6 +1941,7 @@ src/paperless/tests/test_websockets.py:0: error: Item "None" of "BaseChannelLaye
 src/paperless/tests/test_websockets.py:0: error: Item "None" of "BaseChannelLayer | None" has no attribute "group_send"  [union-attr]
 src/paperless/tests/test_websockets.py:0: error: Item "None" of "BaseChannelLayer | None" has no attribute "group_send"  [union-attr]
 src/paperless/tests/test_websockets.py:0: error: Item "None" of "BaseChannelLayer | None" has no attribute "group_send"  [union-attr]
+src/paperless/tests/test_websockets.py:0: error: Item "None" of "BaseChannelLayer | None" has no attribute "group_send"  [union-attr]
 src/paperless/tests/test_websockets.py:0: error: TypedDict "_WebsocketTestScope" has no key "user"  [typeddict-item]
 src/paperless/tests/test_websockets.py:0: error: TypedDict "_WebsocketTestScope" has no key "user"  [typeddict-item]
 src/paperless/tests/test_websockets.py:0: error: TypedDict "_WebsocketTestScope" has no key "user"  [typeddict-item]
@@ -2105,6 +2119,7 @@ src/paperless_mail/mail.py:0: error: Function is missing a return type annotatio
 src/paperless_mail/mail.py:0: error: Function is missing a return type annotation  [no-untyped-def]
 src/paperless_mail/mail.py:0: error: Function is missing a return type annotation  [no-untyped-def]
 src/paperless_mail/mail.py:0: error: Function is missing a return type annotation  [no-untyped-def]
+src/paperless_mail/mail.py:0: error: Function is missing a return type annotation  [no-untyped-def]
 src/paperless_mail/mail.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/paperless_mail/mail.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/paperless_mail/mail.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
--- a/2
+++ b/2
@@ -30,7 +30,7 @@ RUN set -eux \
 # Purpose: Installs s6-overlay and rootfs
 # Comments:
 #  - Don't leave anything extra in here either
-FROM ghcr.io/astral-sh/uv:0.10.5-python3.12-trixie-slim AS s6-overlay-base
+FROM ghcr.io/astral-sh/uv:0.10.0-python3.12-trixie-slim AS s6-overlay-base

 WORKDIR /usr/src/s6

--- a/docs/api.md
+++ b/docs/api.md
@@ -211,21 +211,6 @@ However, querying the tasks endpoint with the returned UUID e.g.
 `/api/tasks/?task_id={uuid}` will provide information on the state of the
 consumption including the ID of a created document if consumption succeeded.

-## Document Versions
-
-Document versions are file-level versions linked to one root document.
-
-   Root document metadata (title, tags, correspondent, document type, storage path, custom fields, permissions) remains shared.
-   Version-specific file data (file, mime type, checksums, archive info, extracted text content) belongs to the selected/latest version.
-
-Version-aware endpoints:
-
-   `GET /api/documents/{id}/`: returns root document data; `content` resolves to latest version content by default. Use `?version={version_id}` to resolve content for a specific version.
-   `PATCH /api/documents/{id}/`: content updates target the selected version (`?version={version_id}`) or latest version by default; non-content metadata updates target the root document.
-   `GET /api/documents/{id}/download/`, `GET /api/documents/{id}/preview/`, `GET /api/documents/{id}/thumb/`, `GET /api/documents/{id}/metadata/`: accept `?version={version_id}`.
-   `POST /api/documents/{id}/update_version/`: uploads a new version using multipart form field `document` and optional `version_label`.
-   `DELETE /api/documents/{root_id}/versions/{version_id}/`: deletes a non-root version.
-
 ## Permissions

 All objects (documents, tags, etc.) allow setting object-level permissions
@@ -315,13 +300,13 @@ The following methods are supported:
            -   `"doc": OUTPUT_DOCUMENT_INDEX` Optional index of the output document for split operations.
    -   Optional `parameters`:
        -   `"delete_original": true` to delete the original documents after editing.
-        -   `"update_document": true` to add the edited PDF as a new version of the root document.
+        -   `"update_document": true` to update the existing document with the edited PDF.
        -   `"include_metadata": true` to copy metadata from the original document to the edited document.
 -   `remove_password`
    -   Requires `parameters`:
        -   `"password": "PASSWORD_STRING"` The password to remove from the PDF documents.
    -   Optional `parameters`:
-        -   `"update_document": true` to add the password-less PDF as a new version of the root document.
+        -   `"update_document": true` to replace the existing document with the password-less PDF.
        -   `"delete_original": true` to delete the original document after editing.
        -   `"include_metadata": true` to copy metadata from the original document to the new password-less document.
 -   `merge`
--- a/docs/development.md
+++ b/docs/development.md
@@ -358,7 +358,7 @@ If you want to build the documentation locally, this is how you do it:
    $ uv run zensical serve
    ```

-## Building the Docker image {#docker_build}
+## Building the Docker image

 The docker image is primarily built by the GitHub actions workflow, but
 it can be faster when developing to build and tag an image locally.
--- a/docs/setup.md
+++ b/docs/setup.md
@@ -4,74 +4,53 @@ title: Setup

 # Installation

-!!! tip "Quick Start"
+You can go multiple routes to setup and run Paperless:
+
+-   [Use the script to setup a Docker install](#docker_script)
+-   [Use the Docker compose templates](#docker)
+-   [Build the Docker image yourself](#docker_build)
+-   [Install Paperless-ngx directly on your system manually ("bare metal")](#bare_metal)
+-   A user-maintained list of commercial hosting providers can be found [in the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Related-Projects)
+
+The Docker routes are quick & easy. These are the recommended routes.
+This configures all the stuff from the above automatically so that it
+just works and uses sensible defaults for all configuration options.
+Here you find a cheat-sheet for docker beginners: [CLI
+Basics](https://www.sehn.tech/refs/devops-with-docker/)
+
+The bare metal route is complicated to setup but makes it easier should
+you want to contribute some code back. You need to configure and run the
+above mentioned components yourself.
+
+### Use the Installation Script {#docker_script}
+
+Paperless provides an interactive installation script to setup a Docker Compose
+installation. The script asks for a couple configuration options, and will then create the
+necessary configuration files, pull the docker image, start Paperless-ngx and create your superuser
+account. The script essentially automatically performs the steps described in [Docker setup](#docker).
+
+1.  Make sure that Docker and Docker Compose are [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.
+
+2.  Download and run the installation script:

-    If you just want Paperless-ngx running quickly, use our installation script:
    ```shell-session
    bash -c "$(curl --location --silent --show-error https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/install-paperless-ngx.sh)"
    ```
-    _If piping into a shell directly from the internet makes you nervous, inspect [the script](https://github.com/paperless-ngx/paperless-ngx/blob/main/install-paperless-ngx.sh) first!_

-## Overview
+    !!! note

-Choose the installation route that best fits your setup:
+        macOS users will need to install [gnu-sed](https://formulae.brew.sh/formula/gnu-sed) with support
+        for running as `sed` as well as [wget](https://formulae.brew.sh/formula/wget).

-| Route                                                                                                             | Best for                                                                            | Effort |
-| ----------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------- | ------ |
-| [Installation script](#docker_script)                                                                             | Fastest first-time setup with guided prompts (recommended for most users)           | Low    |
-| [Docker Compose templates](#docker)                                                                               | Manual control over compose files and settings                                      | Medium |
-| [Bare metal](#bare_metal)                                                                                         | Advanced setups, packaging, and development-adjacent workflows                      | High   |
-| [Hosted providers (wiki)](https://github.com/paperless-ngx/paperless-ngx/wiki/Related-Projects#hosting-providers) | Managed hosting options maintained by the community &mdash; check details carefully | Varies |
+### Use Docker Compose {#docker}

-For most users, Docker is the best option. It is faster to set up,
-easier to maintain, and ships with sensible defaults.
+1.  Make sure that Docker and Docker Compose are [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.

-The bare-metal route gives you more control, but it requires manual
-installation and operation of all components. It is usually best suited
-for advanced users and contributors.
-
-!!! info
-
-    Because [superuser](usage.md#superusers) accounts have full access to all objects and documents, you may want to create a separate user account for daily use,
-    or "downgrade" your superuser account to a normal user account after setup.
-
-## Installation Script {#docker_script}
-
-Paperless-ngx provides an interactive script for Docker Compose setups.
-It asks a few configuration questions, then creates the required files,
-pulls the image, starts the containers, and creates your [superuser](usage.md#superusers)
-account. In short, it automates the [Docker Compose setup](#docker) described below.
-
-#### Prerequisites
-
-   Docker and Docker Compose must be [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.
-   macOS users will need [GNU sed](https://formulae.brew.sh/formula/gnu-sed) with support for running as `sed` as well as [wget](https://formulae.brew.sh/formula/wget).
-
-#### Run the installation script
-
-```shell-session
-bash -c "$(curl --location --silent --show-error https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/install-paperless-ngx.sh)"
-```
-
-#### After installation
-
-Paperless-ngx should be available at `http://127.0.0.1:8000` (or similar,
-depending on your configuration) and you will be able to login with the
-credentials you provided during the installation script.
-
-## Docker Compose Install {#docker}
-
-#### Prerequisites
-
-   Docker and Docker Compose must be [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.
-
-#### Installation
-
-1.  Go to the [/docker/compose directory on the project
+2.  Go to the [/docker/compose directory on the project
    page](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose){:target="\_blank"}
-    and download one `docker-compose.*.yml` file for your preferred
-    database backend. Save it in a local directory as `docker-compose.yml`.
-    Also download `docker-compose.env` and `.env` into that same directory.
+    and download one of the `docker-compose.*.yml` files, depending on which database backend
+    you want to use. Place the files in a local directory and rename it `docker-compose.yml`. Download the
+    `docker-compose.env` file and the `.env` file as well in the same directory.

    If you want to enable optional support for Office and other documents, download a
    file with `-tika` in the file name.
@@ -81,16 +60,15 @@ credentials you provided during the installation script.
        For new installations, it is recommended to use PostgreSQL as the
        database backend.

-2.  Modify `docker-compose.yml` as needed. For example, you may want to
-    change the paths for `consume`, `media`, and other directories to
-    use bind mounts.
+3.  Modify `docker-compose.yml` as needed. For example, you may want to change the paths to the
+    consumption, media etc. directories to use 'bind mounts'.
    Find the line that specifies where to mount the directory, e.g.:

    ```yaml
    - ./consume:/usr/src/paperless/consume
    ```

-    Replace the part _before_ the colon with your local directory:
+    Replace the part _before_ the colon with a local directory of your choice:

    ```yaml
    - /home/jonaswinkler/paperless-inbox:/usr/src/paperless/consume
@@ -104,15 +82,38 @@ credentials you provided during the installation script.
        - 8010:8000
    ```

-3.  Modify `docker-compose.env` with any configuration options you need.
+    **Rootless**
+
+    !!! warning
+
+        It is currently not possible to run the container rootless if additional languages are specified via `PAPERLESS_OCR_LANGUAGES`.
+
+    If you want to run Paperless as a rootless container, you will need
+    to do the following in your `docker-compose.yml`:
+
+    -   set the `user` running the container to map to the `paperless`
+        user in the container. This value (`user_id` below), should be
+        the same id that `USERMAP_UID` and `USERMAP_GID` are set to in
+        the next step. See `USERMAP_UID` and `USERMAP_GID`
+        [here](configuration.md#docker).
+
+    Your entry for Paperless should contain something like:
+
+    > ```
+    > webserver:
+    >   image: ghcr.io/paperless-ngx/paperless-ngx:latest
+    >   user: <user_id>
+    > ```
+
+4.  Modify `docker-compose.env` with any configuration options you'd like.
    See the [configuration documentation](configuration.md) for all options.

    You may also need to set `USERMAP_UID` and `USERMAP_GID` to
-    the UID and GID of your user on the host system. Use `id -u` and
-    `id -g` to get these values. This ensures both the container and the
-    host user can write to the consumption directory. If your UID and
-    GID are `1000` (the default for the first normal user on many
-    systems), this usually works out of the box without
+    the uid and gid of your user on the host system. Use `id -u` and
+    `id -g` to get these. This ensures that both the container and the host
+    user have write access to the consumption directory. If your UID
+    and GID on the host system is 1000 (the default for the first normal
+    user on most systems), it will work out of the box without any
    modifications. Run `id "username"` to check.

    !!! note
@@ -121,62 +122,78 @@ credentials you provided during the installation script.
        appending `_FILE` to configuration values. For example [`PAPERLESS_DBUSER`](configuration.md#PAPERLESS_DBUSER)
        can be set using `PAPERLESS_DBUSER_FILE=/var/run/secrets/password.txt`.

-4.  Run `docker compose pull`. This pulls the image from the GitHub container registry
-    by default, but you can pull from Docker Hub by changing the `image`
+    !!! warning
+
+        Some file systems such as NFS network shares don't support file
+        system notifications with `inotify`. When storing the consumption
+        directory on such a file system, paperless will not pick up new
+        files with the default configuration. You will need to use
+        [`PAPERLESS_CONSUMER_POLLING_INTERVAL`](configuration.md#PAPERLESS_CONSUMER_POLLING_INTERVAL), which will disable inotify.
+
+5.  Run `docker compose pull`. This will pull the image from the GitHub container registry
+    by default but you can change the image to pull from Docker Hub by changing the `image`
    line to `image: paperlessngx/paperless-ngx:latest`.

-5.  Run `docker compose up -d`. This will create and start the necessary containers.
+6.  Run `docker compose up -d`. This will create and start the necessary containers.

-#### After installation
+7.  Congratulations! Your Paperless-ngx instance should now be accessible at `http://127.0.0.1:8000`
+    (or similar, depending on your configuration). When you first access the web interface, you will be
+    prompted to create a superuser account.

-Your Paperless-ngx instance should now be accessible at
-`http://127.0.0.1:8000` (or similar, depending on your configuration).
-When you first access the web interface, you will be prompted to create
-a [superuser](usage.md#superusers) account.
+### Build the Docker image yourself {#docker_build}

-#### Optional Advanced Compose Configurations {#advanced_compose data-toc-label="Advanced Compose Configurations"}
+1.  Clone the entire repository of paperless:

-**Rootless**
+    ```shell-session
+    git clone https://github.com/paperless-ngx/paperless-ngx
+    ```

-!!! warning
+    The main branch always reflects the latest stable version.

-    It is currently not possible to run the container rootless if additional languages are specified via `PAPERLESS_OCR_LANGUAGES`.
+2.  Copy one of the `docker/compose/docker-compose.*.yml` to
+    `docker-compose.yml` in the root folder, depending on which database
+    backend you want to use. Copy `docker-compose.env` into the project
+    root as well.

-If you want to run Paperless as a rootless container, make this
-change in `docker-compose.yml`:
+3.  In the `docker-compose.yml` file, find the line that instructs
+    Docker Compose to pull the paperless image from Docker Hub:

-   Set the `user` running the container to map to the `paperless`
-    user in the container. This value (`user_id` below) should be
-    the same ID that `USERMAP_UID` and `USERMAP_GID` are set to in
-    `docker-compose.env`. See `USERMAP_UID` and `USERMAP_GID`
-    [here](configuration.md#docker).
+    ```yaml
+    webserver:
+        image: ghcr.io/paperless-ngx/paperless-ngx:latest
+    ```

-Your entry for Paperless should contain something like:
+    and replace it with a line that instructs Docker Compose to build
+    the image from the current working directory instead:

-> ```
-> webserver:
->   image: ghcr.io/paperless-ngx/paperless-ngx:latest
->   user: <user_id>
-> ```
+    ```yaml
+    webserver:
+        build:
+            context: .
+    ```

-**File systems without inotify support (e.g. NFS)**
+4.  Follow the [Docker setup](#docker) above except when asked to run
+    `docker compose pull` to pull the image, run

-Some file systems, such as NFS network shares, don't support file system
-notifications with `inotify`. When the consumption directory is on such a
-file system, Paperless-ngx will not pick up new files with the default
-configuration. Use [`PAPERLESS_CONSUMER_POLLING`](configuration.md#PAPERLESS_CONSUMER_POLLING)
-to enable polling and disable inotify. See [here](configuration.md#polling).
+    ```shell-session
+    docker compose build
+    ```

-## Bare Metal Install {#bare_metal}
+    instead to build the image.

-#### Prerequisites
+### Bare Metal Route {#bare_metal}

-   Paperless runs on Linux only, Windows is not supported.
-   Python 3 is required with versions 3.10 - 3.12 currently supported. Newer versions may work, but some dependencies may not be fully compatible.
+Paperless runs on linux only. The following procedure has been tested on
+a minimal installation of Debian/Buster, which is the current stable
+release at the time of writing. Windows is not and will never be
+supported.

-#### Installation
+Paperless requires Python 3. At this time, 3.10 - 3.12 are tested versions.
+Newer versions may work, but some dependencies may not fully support newer versions.
+Support for older Python versions may be dropped as they reach end of life or as newer versions
+are released, dependency support is confirmed, etc.

-1.  Install dependencies. Paperless requires the following packages:
+1.  Install dependencies. Paperless requires the following packages.

    -   `python3`
    -   `python3-pip`
@@ -239,8 +256,8 @@ to enable polling and disable inotify. See [here](configuration.md#polling).

 2.  Install `redis` >= 6.0 and configure it to start automatically.

-3.  Optional: Install `postgresql` and configure a database, user, and
-    password for Paperless-ngx. If you do not wish to use PostgreSQL,
+3.  Optional. Install `postgresql` and configure a database, user and
+    password for paperless. If you do not wish to use PostgreSQL,
    MariaDB and SQLite are available as well.

    !!! note
@@ -249,60 +266,61 @@ to enable polling and disable inotify. See [here](configuration.md#polling).
        extension](https://code.djangoproject.com/wiki/JSON1Extension) is
        enabled. This is usually the case, but not always.

-4.  Create a system user with a new home folder in which you want
-    to run Paperless-ngx.
+4.  Create a system user with a new home folder under which you wish
+    to run paperless.

    ```shell-session
    adduser paperless --system --home /opt/paperless --group
    ```

-5.  Download a release archive from
-    <https://github.com/paperless-ngx/paperless-ngx/releases>. For example:
+5.  Get the release archive from
+    <https://github.com/paperless-ngx/paperless-ngx/releases> for example with

    ```shell-session
-    curl -O -L https://github.com/paperless-ngx/paperless-ngx/releases/download/vX.Y.Z/paperless-ngx-vX.Y.Z.tar.xz
+    curl -O -L https://github.com/paperless-ngx/paperless-ngx/releases/download/v1.10.2/paperless-ngx-v1.10.2.tar.xz
    ```

    Extract the archive with

    ```shell-session
-    tar -xf paperless-ngx-vX.Y.Z.tar.xz
+    tar -xf paperless-ngx-v1.10.2.tar.xz
    ```

-    and copy the contents to the home directory of the user you created
-    earlier (`/opt/paperless`).
+    and copy the contents to the
+    home folder of the user you created before (`/opt/paperless`).

-    Optional: If you cloned the Git repository, you will need to
-    compile the frontend yourself. See [here](development.md#front-end-development)
+    Optional: If you cloned the git repo, you will have to
+    compile the frontend yourself, see [here](development.md#front-end-development)
    and use the `build` step, not `serve`.

-6.  Configure Paperless-ngx. See [configuration](configuration.md) for details.
+6.  Configure paperless. See [configuration](configuration.md) for details.
    Edit the included `paperless.conf` and adjust the settings to your
-    needs. Required settings for getting Paperless-ngx running are:
+    needs. Required settings for getting
+    paperless running are:

-    -   [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS) should point to your Redis server, such as
-        `redis://localhost:6379`.
-    -   [`PAPERLESS_DBENGINE`](configuration.md#PAPERLESS_DBENGINE) is optional, and should be one of `postgres`,
+    -   [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS) should point to your redis server, such as
+        <redis://localhost:6379>.
+    -   [`PAPERLESS_DBENGINE`](configuration.md#PAPERLESS_DBENGINE) optional, and should be one of `postgres`,
        `mariadb`, or `sqlite`
    -   [`PAPERLESS_DBHOST`](configuration.md#PAPERLESS_DBHOST) should be the hostname on which your
        PostgreSQL server is running. Do not configure this to use
        SQLite instead. Also configure port, database name, user and
        password as necessary.
-    -   [`PAPERLESS_CONSUMPTION_DIR`](configuration.md#PAPERLESS_CONSUMPTION_DIR) should point to the folder
-        that Paperless-ngx should watch for incoming documents.
-        Likewise, [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) and
-        [`PAPERLESS_MEDIA_ROOT`](configuration.md#PAPERLESS_MEDIA_ROOT) define where Paperless-ngx stores its data.
-        If needed, these can point to the same directory.
+    -   [`PAPERLESS_CONSUMPTION_DIR`](configuration.md#PAPERLESS_CONSUMPTION_DIR) should point to a folder which
+        paperless should watch for documents. You might want to have
+        this somewhere else. Likewise, [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) and
+        [`PAPERLESS_MEDIA_ROOT`](configuration.md#PAPERLESS_MEDIA_ROOT) define where paperless stores its data.
+        If you like, you can point both to the same directory.
    -   [`PAPERLESS_SECRET_KEY`](configuration.md#PAPERLESS_SECRET_KEY) should be a random sequence of
        characters. It's used for authentication. Failure to do so
        allows third parties to forge authentication credentials.
-    -   Set [`PAPERLESS_URL`](configuration.md#PAPERLESS_URL) if you are behind a reverse proxy. This should
+    -   [`PAPERLESS_URL`](configuration.md#PAPERLESS_URL) if you are behind a reverse proxy. This should
        point to your domain. Please see
        [configuration](configuration.md) for more
        information.

-    You can make many more adjustments, especially for OCR.
-    The following options are recommended for most users:
+    Many more adjustments can be made to paperless, especially the OCR
+    part. The following options are recommended for everyone:

    -   Set [`PAPERLESS_OCR_LANGUAGE`](configuration.md#PAPERLESS_OCR_LANGUAGE) to the language most of your
        documents are written in.
@@ -312,14 +330,15 @@ to enable polling and disable inotify. See [here](configuration.md#polling).

        Ensure your Redis instance [is secured](https://redis.io/docs/latest/operate/oss_and_stack/management/security/).

-7.  Create the following directories if they do not already exist:
+7.  Create the following directories if they are missing:

    -   `/opt/paperless/media`
    -   `/opt/paperless/data`
    -   `/opt/paperless/consume`

-    Adjust these paths if you configured different folders.
-    Then verify that the `paperless` user has write permissions:
+    Adjust as necessary if you configured different folders.
+    Ensure that the paperless user has write permissions for every one
+    of these folders with

    ```shell-session
    ls -l -d /opt/paperless/media
@@ -333,44 +352,45 @@ to enable polling and disable inotify. See [here](configuration.md#polling).
    sudo chown paperless:paperless /opt/paperless/consume
    ```

-8.  Install Python dependencies from `requirements.txt`.
+8.  Install python requirements from the `requirements.txt` file.

    ```shell-session
    sudo -Hu paperless pip3 install -r requirements.txt
    ```

-    This will install all Python dependencies in the home directory of
+    This will install all python dependencies in the home directory of
    the new paperless user.

    !!! tip

-        You can use a virtual environment if you prefer. If you do,
-        you may need to adjust the example scripts for your virtual
-        environment paths.
+        It is up to you if you wish to use a virtual environment or not for the Python
+        dependencies.  This is an alternative to the above and may require adjusting
+        the example scripts to utilize the virtual environment paths

    !!! tip

        If you use modern Python tooling, such as `uv`, installation will not include
-        dependencies for PostgreSQL or MariaDB. You can select those
-        extras with `--extra <EXTRA>`, or install all extras with
-        `--all-extras`.
+        dependencies for Postgres or Mariadb.  You can select those extras with `--extra <EXTRA>`
+        or all with `--all-extras`

-9.  Go to `/opt/paperless/src` and execute the following command:
+9.  Go to `/opt/paperless/src`, and execute the following command:

    ```bash
    # This creates the database schema.
    sudo -Hu paperless python3 manage.py migrate
    ```

-10. Optional: Test that Paperless-ngx is working by running
+    When you first access the web interface you will be prompted to create a superuser account.
+
+10. Optional: Test that paperless is working by executing

    ```bash
    # Manually starts the webserver
    sudo -Hu paperless python3 manage.py runserver
    ```

-    Then point your browser to `http://localhost:8000` if
-    accessing from the same device on which Paperless-ngx is installed.
+    and pointing your browser to http://localhost:8000 if
+    accessing from the same devices on which paperless is installed.
    If accessing from another machine, set up systemd services. You may need
    to set `PAPERLESS_DEBUG=true` in order for the development server to work
    normally in your browser.
@@ -378,24 +398,23 @@ to enable polling and disable inotify. See [here](configuration.md#polling).
    !!! warning

        This is a development server which should not be used in production.
-        It is not audited for security, and performance is inferior to
-        production-ready web servers.
+        It is not audited for security and performance is inferior to
+        production ready web servers.

    !!! tip

        This will not start the consumer. Paperless does this in a separate
        process.

-11. Set up systemd services to run Paperless-ngx automatically. You may use
+11. Setup systemd services to run paperless automatically. You may use
    the service definition files included in the `scripts` folder as a
    starting point.

-    Paperless needs:
-
-    -   The `webserver` script to run the webserver.
-    -   The `consumer` script to watch the input folder.
-    -   The `taskqueue` script for background workers (document consumption, etc.).
-    -   The `scheduler` script for periodic tasks such as email checking.
+    Paperless needs the `webserver` script to run the webserver, the
+    `consumer` script to watch the input folder, `taskqueue` for the
+    background workers used to handle things like document consumption
+    and the `scheduler` script to run tasks such as email checking at
+    certain times .

    !!! note

@@ -404,9 +423,9 @@ to enable polling and disable inotify. See [here](configuration.md#polling).
        `Require=paperless-webserver.socket` in the `webserver` script
        and configure `granian` to listen on port 80 (set `GRANIAN_PORT`).

-    These services rely on Redis and optionally the database server, but
+    These services rely on redis and optionally the database server, but
    don't need to be started in any particular order. The example files
-    depend on Redis being started. If you use a database server, you
+    depend on redis being started. If you use a database server, you
    should add additional dependencies.

    !!! note
@@ -416,15 +435,18 @@ to enable polling and disable inotify. See [here](configuration.md#polling).

    !!! warning

-        If Celery won't start, check
+        If celery won't start (check with
        `sudo systemctl status paperless-task-queue.service` for
-        `paperless-task-queue.service` and `paperless-scheduler.service`.
-        You may need to change the path in the files. Example:
+        paperless-task-queue.service and paperless-scheduler.service
+        ) you need to change the path in the files. Example:
        `ExecStart=/opt/paperless/.local/bin/celery --app paperless worker --loglevel INFO`

-12. Configure ImageMagick to allow processing of PDF documents. Most
+12. Optional: Install a samba server and make the consumption folder
+    available as a network share.
+
+13. Configure ImageMagick to allow processing of PDF documents. Most
    distributions have this disabled by default, since PDF documents can
-    contain malware. If you don't do this, Paperless-ngx will fall back to
+    contain malware. If you don't do this, paperless will fall back to
    Ghostscript for certain steps such as thumbnail generation.

    Edit `/etc/ImageMagick-6/policy.xml` and adjust
@@ -439,38 +461,32 @@ to enable polling and disable inotify. See [here](configuration.md#polling).
    <policy domain="coder" rights="read|write" pattern="PDF" />
    ```

-**Optional: Install the [jbig2enc](https://ocrmypdf.readthedocs.io/en/latest/jbig2.html) encoder.**
-This will reduce the size of generated PDF documents. You'll most likely need to compile this yourself, because this
-software has been patented until around 2017 and binary packages are not available for most distributions.
+14. Optional: Install the
+    [jbig2enc](https://ocrmypdf.readthedocs.io/en/latest/jbig2.html)
+    encoder. This will reduce the size of generated PDF documents.
+    You'll most likely need to compile this by yourself, because this
+    software has been patented until around 2017 and binary packages are
+    not available for most distributions.

-**Optional: download the NLTK data**
-If using the NLTK machine-learning processing (see [`PAPERLESS_ENABLE_NLTK`](configuration.md#PAPERLESS_ENABLE_NLTK) for details),
-download the NLTK data for the Snowball Stemmer, Stopwords and Punkt tokenizer to `/usr/share/nltk_data`. Refer to the [NLTK
-instructions](https://www.nltk.org/data.html) for details on how to download the data.
+15. Optional: If using the NLTK machine learning processing (see
+    [`PAPERLESS_ENABLE_NLTK`](configuration.md#PAPERLESS_ENABLE_NLTK) for details),
+    download the NLTK data for the Snowball
+    Stemmer, Stopwords and Punkt tokenizer to `/usr/share/nltk_data`. Refer to the [NLTK
+    instructions](https://www.nltk.org/data.html) for details on how to
+    download the data.

-#### After installation
+# Migrating to Paperless-ngx

-Your Paperless-ngx instance should now be accessible at `http://localhost:8000` (or similar, depending on your configuration).
-When you first access the web interface you will be prompted to create a [superuser](usage.md#superusers) account.
+Migration is possible both from Paperless-ng or directly from the
+'original' Paperless.

-## Build the Docker image yourself {#docker_build data-toc-label="Building the Docker image"}
+## Migrating from Paperless-ng

-Building the Docker image yourself is typically used for development, but it can also be used for production
-if you want to customize the image. See [Building the Docker image](development.md#docker_build) in the
-development documentation.
-
-## Migrating to Paperless-ngx
-
-You can migrate to Paperless-ngx from Paperless-ng or from the original
-Paperless project.
-
-<h3 id="migration_ng">Migrating from Paperless-ng</h3>
-
-Paperless-ngx is meant to be a drop-in replacement for Paperless-ng, and
-upgrading should be trivial for most users, especially when using
-Docker. However, as with any major change, it is recommended to take a
+Paperless-ngx is meant to be a drop-in replacement for Paperless-ng and
+thus upgrading should be trivial for most users, especially when using
+docker. However, as with any major change, it is recommended to take a
 full backup first. Once you are ready, simply change the docker image to
-point to the new source. For example, if using Docker Compose, edit
+point to the new source. E.g. if using Docker Compose, edit
 `docker-compose.yml` and change:

 ```
@@ -483,65 +499,66 @@ to
 image: ghcr.io/paperless-ngx/paperless-ngx:latest
 ```

-and then run `docker compose up -d`, which will pull the new image and
-recreate the container. That's it.
+and then run `docker compose up -d` which will pull the new image
+recreate the container. That's it!

 Users who installed with the bare-metal route should also update their
 Git clone to point to `https://github.com/paperless-ngx/paperless-ngx`,
-for example using:
+e.g. using the command
 `git remote set-url origin https://github.com/paperless-ngx/paperless-ngx`
 and then pull the latest version.

-<h3 id="migration_paperless">Migrating from Paperless</h3>
+## Migrating from Paperless

-At its core, Paperless-ngx is still Paperless and fully compatible.
+At its core, paperless-ngx is still paperless and fully compatible.
 However, some things have changed under the hood, so you need to adapt
-your setup depending on how you installed Paperless.
+your setup depending on how you installed paperless.

-This section describes how to update an existing Paperless Docker
-installation. Keep these points in mind:
+This setup describes how to update an existing paperless Docker
+installation. The important things to keep in mind are as follows:

 -   Read the [changelog](changelog.md) and
    take note of breaking changes.
-   Decide whether to stay on SQLite or migrate to PostgreSQL.
-    See [documentation](#sqlite_to_psql) for details on moving data
-    from SQLite to PostgreSQL. Both work fine with
-    Paperless. However, if you already have a database server running
-    for other services, you might as well use it for Paperless as well.
-   The task scheduler of Paperless, which is used to execute periodic
+-   You should decide if you want to stick with SQLite or want to
+    migrate your database to PostgreSQL. See [documentation](#sqlite_to_psql)
+    for details on
+    how to move your data from SQLite to PostgreSQL. Both work fine with
+    paperless. However, if you already have a database server running
+    for other services, you might as well use it for paperless as well.
+-   The task scheduler of paperless, which is used to execute periodic
    tasks such as email checking and maintenance, requires a
-    [Redis](https://redis.io/) message broker instance. The
+    [redis](https://redis.io/) message broker instance. The
    Docker Compose route takes care of that.
 -   The layout of the folder structure for your documents and data
-    remains the same, so you can plug your old Docker volumes into
+    remains the same, so you can just plug your old docker volumes into
    paperless-ngx and expect it to find everything where it should be.

-Migration to Paperless-ngx is then performed in a few simple steps:
+Migration to paperless-ngx is then performed in a few simple steps:

-1.  Stop Paperless.
+1.  Stop paperless.

    ```bash
    cd /path/to/current/paperless
    docker compose down
    ```

-2.  Create a backup for two reasons: if something goes wrong, you still
-    have your data; and if you don't like paperless-ngx, you can
-    switch back to Paperless.
+2.  Do a backup for two purposes: If something goes wrong, you still
+    have your data. Second, if you don't like paperless-ngx, you can
+    switch back to paperless.

-3.  Download the latest release of Paperless-ngx. You can either use
+3.  Download the latest release of paperless-ngx. You can either go with
    the Docker Compose files from
    [here](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)
    or clone the repository to build the image yourself (see
-    [development docs](development.md#docker_build)). You can either replace your current paperless
-    folder or put Paperless-ngx in
+    [above](#docker_build)). You can
+    either replace your current paperless folder or put paperless-ngx in
    a different location.

    !!! warning

        Paperless-ngx includes a `.env` file. This will set the project name
-        for Docker Compose to `paperless`, which will also define the
-        volume names created by Paperless-ngx. However, if you notice that
+        for docker compose to `paperless`, which will also define the name
+        of the volumes by paperless-ngx. However, if you experience that
        paperless-ngx is not using your old paperless volumes, verify the
        names of your volumes with

@@ -557,10 +574,10 @@ Migration to Paperless-ngx is then performed in a few simple steps:
    after you migrated your existing SQLite database.

 5.  Adjust `docker-compose.yml` and `docker-compose.env` to your needs.
-    See [Docker setup](#docker) for details on
-    which edits are recommended.
+    See [Docker setup](#docker) details on
+    which edits are advised.

-6.  Follow the update procedure in [Update paperless](administration.md#updating).
+6.  [Update paperless.](administration.md#updating)

 7.  In order to find your existing documents with the new search
    feature, you need to invoke a one-time operation that will create
@@ -571,99 +588,136 @@ Migration to Paperless-ngx is then performed in a few simple steps:
    ```

    This will migrate your database and create the search index. After
-    that, Paperless-ngx will maintain the index automatically.
+    that, paperless will take care of maintaining the index by itself.

-8.  Start Paperless-ngx.
+8.  Start paperless-ngx.

    ```bash
    docker compose up -d
    ```

-    This will run Paperless-ngx in the background and automatically start it
+    This will run paperless in the background and automatically start it
    on system boot.

-9.  Paperless may have installed a permanent redirect to `admin/` in your
+9.  Paperless installed a permanent redirect to `admin/` in your
    browser. This redirect is still in place and prevents access to the
-    new UI. Clear your browser cache to fix this.
+    new UI. Clear your browsing cache in order to fix this.

 10. Optionally, follow the instructions below to migrate your existing
    data to PostgreSQL.

-<h3 id="migration_lsio">Migrating from LinuxServer.io Docker Image</h3>
+## Migrating from LinuxServer.io Docker Image

-As with any upgrade or large change, it is highly recommended to
+As with any upgrades and large changes, it is highly recommended to
 create a backup before starting. This assumes the image was running
 using Docker Compose, but the instructions are translatable to Docker
 commands as well.

-1.  Stop and remove the Paperless container.
-2.  If using an external database, stop that container.
-3.  Update Redis configuration.
+1.  Stop and remove the paperless container
+2.  If using an external database, stop the container
+3.  Update Redis configuration

    1. If `REDIS_URL` is already set, change it to [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS)
       and continue to step 4.

-    1. Otherwise, add a new Redis service in `docker-compose.yml`,
-       following [the example compose
+    1. Otherwise, in the `docker-compose.yml` add a new service for
+       Redis, following [the example compose
       files](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)

    1. Set the environment variable [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS) so it points to
-       the new Redis container.
+       the new Redis container

-4.  Update user mapping.
+4.  Update user mapping

-    1. If set, change the environment variable `PUID` to `USERMAP_UID`.
+    1. If set, change the environment variable `PUID` to `USERMAP_UID`

-    1. If set, change the environment variable `PGID` to `USERMAP_GID`.
+    1. If set, change the environment variable `PGID` to `USERMAP_GID`

-5.  Update configuration paths.
+5.  Update configuration paths

-    1. Set the environment variable [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) to `/config`.
+    1. Set the environment variable [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) to `/config`

-6.  Update media paths.
+6.  Update media paths

    1. Set the environment variable [`PAPERLESS_MEDIA_ROOT`](configuration.md#PAPERLESS_MEDIA_ROOT) to
-       `/data/media`.
+       `/data/media`

-7.  Update timezone.
+7.  Update timezone

    1. Set the environment variable [`PAPERLESS_TIME_ZONE`](configuration.md#PAPERLESS_TIME_ZONE) to the same
-       value as `TZ`.
+       value as `TZ`

-8.  Modify `image:` to point to
+8.  Modify the `image:` to point to
    `ghcr.io/paperless-ngx/paperless-ngx:latest` or a specific version
    if preferred.
 9.  Start the containers as before, using `docker compose`.

-## Running Paperless-ngx on less powerful devices {#less-powerful-devices data-toc-label="Less Powerful Devices"}
+## Moving data from SQLite to PostgreSQL or MySQL/MariaDB {#sqlite_to_psql}

-Paperless runs on Raspberry Pi. Some tasks can be slow on lower-powered
-hardware, but a few settings can improve performance:
+The best way to migrate between database types is to perform an [export](administration.md#exporter) and then
+[import](administration.md#importer) into a clean installation of Paperless-ngx.
+
+## Moving back to Paperless
+
+Lets say you migrated to Paperless-ngx and used it for a while, but
+decided that you don't like it and want to move back (If you do, send
+me a mail about what part you didn't like!), you can totally do that
+with a few simple steps.
+
+Paperless-ngx modified the database schema slightly, however, these
+changes can be reverted while keeping your current data, so that your
+current data will be compatible with original Paperless. Thumbnails
+were also changed from PNG to WEBP format and will need to be
+re-generated.
+
+Execute this:
+
+```shell-session
+$ cd /path/to/paperless
+$ docker compose run --rm webserver migrate documents 0023
+```
+
+Or without docker:
+
+```shell-session
+$ cd /path/to/paperless/src
+$ python3 manage.py migrate documents 0023
+```
+
+After regenerating thumbnails, you'll need to clear your cookies
+(Paperless-ngx comes with updated dependencies that do cookie-processing
+differently) and probably your cache as well.
+
+# Considerations for less powerful devices {#less-powerful-devices}
+
+Paperless runs on Raspberry Pi. However, some things are rather slow on
+the Pi and configuring some options in paperless can help improve
+performance immensely:

 -   Stick with SQLite to save some resources. See [troubleshooting](troubleshooting.md#log-reports-creating-paperlesstask-failed)
    if you encounter issues with SQLite locking.
 -   If you do not need the filesystem-based consumer, consider disabling it
    entirely by setting [`PAPERLESS_CONSUMER_DISABLE`](configuration.md#PAPERLESS_CONSUMER_DISABLE) to `true`.
-   Consider setting [`PAPERLESS_OCR_PAGES`](configuration.md#PAPERLESS_OCR_PAGES) to 1, so that Paperless
-    OCRs only the first page of your documents. In most cases, this page
+-   Consider setting [`PAPERLESS_OCR_PAGES`](configuration.md#PAPERLESS_OCR_PAGES) to 1, so that paperless will
+    only OCR the first page of your documents. In most cases, this page
    contains enough information to be able to find it.
 -   [`PAPERLESS_TASK_WORKERS`](configuration.md#PAPERLESS_TASK_WORKERS) and [`PAPERLESS_THREADS_PER_WORKER`](configuration.md#PAPERLESS_THREADS_PER_WORKER) are
    configured to use all cores. The Raspberry Pi models 3 and up have 4
-    cores, meaning that Paperless will use 2 workers and 2 threads per
+    cores, meaning that paperless will use 2 workers and 2 threads per
    worker. This may result in sluggish response times during
    consumption, so you might want to lower these settings (example: 2
    workers and 1 thread to always have some computing power left for
    other tasks).
 -   Keep [`PAPERLESS_OCR_MODE`](configuration.md#PAPERLESS_OCR_MODE) at its default value `skip` and consider
-    OCRing your documents before feeding them into Paperless. Some
+    OCR'ing your documents before feeding them into paperless. Some
    scanners are able to do this!
 -   Set [`PAPERLESS_OCR_SKIP_ARCHIVE_FILE`](configuration.md#PAPERLESS_OCR_SKIP_ARCHIVE_FILE) to `with_text` to skip archive
-    file generation for already OCRed documents, or `always` to skip it
+    file generation for already ocr'ed documents, or `always` to skip it
    for all documents.
 -   If you want to perform OCR on the device, consider using
    `PAPERLESS_OCR_CLEAN=none`. This will speed up OCR times and use
    less memory at the expense of slightly worse OCR results.
-   If using Docker, consider setting [`PAPERLESS_WEBSERVER_WORKERS`](configuration.md#PAPERLESS_WEBSERVER_WORKERS) to 1. This will save some memory.
+-   If using docker, consider setting [`PAPERLESS_WEBSERVER_WORKERS`](configuration.md#PAPERLESS_WEBSERVER_WORKERS) to 1. This will save some memory.
 -   Consider setting [`PAPERLESS_ENABLE_NLTK`](configuration.md#PAPERLESS_ENABLE_NLTK) to false, to disable the
    more advanced language processing, which can take more memory and
    processing time.
@@ -675,19 +729,17 @@ For details, refer to [configuration](configuration.md).
    Updating the
    [automatic matching algorithm](advanced_usage.md#automatic-matching) takes quite a bit of time. However, the update mechanism
    checks if your data has changed before doing the heavy lifting. If you
-    experience the algorithm taking too much CPU time, consider changing the
+    experience the algorithm taking too much cpu time, consider changing the
    schedule in the admin interface to daily. You can also manually invoke
    the task by changing the date and time of the next run to today/now.

    The actual matching of the algorithm is fast and works on Raspberry Pi
    as well as on any other device.

-## Additional considerations
+# Using nginx as a reverse proxy {#nginx}

-**Using a reverse proxy with Paperless-ngx**
+Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-a-Reverse-Proxy-with-Paperless-ngx#nginx) for user-maintained documentation of using nginx with Paperless-ngx.

-Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-a-Reverse-Proxy-with-Paperless-ngx#nginx) for user-maintained documentation on using nginx with Paperless-ngx.
+# Enhancing security {#security}

-**Enhancing security**
-
-Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-Security-Tools-with-Paperless-ngx) for user-maintained documentation on configuring security tools like Fail2ban with Paperless-ngx.
+Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-Security-Tools-with-Paperless-ngx) for user-maintained documentation of how to configure security tools like Fail2ban with Paperless-ngx.
--- a/docs/usage.md
+++ b/docs/usage.md
@@ -89,16 +89,6 @@ You can view the document, edit its metadata, assign tags, correspondents,
 document types, and custom fields. You can also view the document history,
 download the document or share it via a share link.

-### Document File Versions
-
-Think of versions as **file history** for a document.
-
-   Versions track the underlying file and extracted text content (OCR/text).
-   Metadata such as tags, correspondent, document type, storage path and custom fields stay on the "root" document.
-   By default, search and document content use the latest version.
-   In document detail, selecting a version switches the preview, file metadata and content (and download etc buttons) to that version.
-   Deleting a non-root version keeps metadata and falls back to the latest remaining version.
-
 ### Management Lists

 Paperless-ngx includes management lists for tags, correspondents, document types
@@ -382,11 +372,6 @@ permissions can be granted to limit access to certain parts of the UI (and corre

 Superusers can access all parts of the front and backend application as well as any and all objects. Superuser status can only be granted by another superuser.

-!!! tip
-
-    Because superuser accounts can see all objects and documents, you may want to use a regular account for day-to-day use. Additional superuser accounts can
-    be created via [cli](administration.md#create-superuser) or granted superuser status from an existing superuser account.
-
 #### Admin Status

 Admin status (Django 'staff status') grants access to viewing the paperless logs and the system status dialog
@@ -579,18 +564,6 @@ For security reasons, webhooks can be limited to specific ports and disallowed f
 [configuration settings](configuration.md#workflow-webhooks) to change this behavior. If you are allowing non-admins to create workflows,
 you may want to adjust these settings to prevent abuse.

-##### Move to Trash {#workflow-action-move-to-trash}
-
-"Move to Trash" actions move the document to the trash. The document can be restored
-from the trash until the trash is emptied (after the configured delay or manually).
-
-The "Move to Trash" action will always be executed at the end of the workflow run,
-regardless of its position in the action list. After a "Move to Trash" action is executed
-no other workflow will be executed on the document.
-
-If a "Move to Trash" action is executed in a consume pipeline, the consumption
-will be aborted and the file will be deleted.
-
 #### Workflow placeholders

 Titles and webhook payloads can be generated by workflows using [Jinja templates](https://jinja.palletsprojects.com/en/3.1.x/templates/).
--- a/pyproject.toml
+++ b/pyproject.toml
@@ -35,9 +35,8 @@ dependencies = [
  "django-cors-headers~=4.9.0",
  "django-extensions~=4.1",
  "django-filter~=25.1",
-  "django-guardian~=3.3.0",
+  "django-guardian~=3.2.0",
  "django-multiselectfield~=1.0.1",
-  "django-rich~=2.2.0",
  "django-soft-delete~=1.0.18",
  "django-treenode>=0.23.2",
  "djangorestframework~=3.16",
@@ -46,7 +45,7 @@ dependencies = [
  "drf-spectacular-sidecar~=2026.1.1",
  "drf-writable-nested~=0.7.1",
  "faiss-cpu>=1.10",
-  "filelock~=3.24.3",
+  "filelock~=3.20.0",
  "flower~=2.0.1",
  "gotenberg-client~=0.13.1",
  "httpx-oauth~=0.16",
@@ -77,6 +76,7 @@ dependencies = [
  "setproctitle~=1.3.4",
  "tika-client~=0.10.0",
  "torch~=2.10.0",
+  "tqdm~=4.67.1",
  "watchfiles>=1.1.1",
  "whitenoise~=6.11",
  "whoosh-reloaded>=2.7.5",
@@ -114,8 +114,8 @@ testing = [
  "imagehash",
  "pytest~=9.0.0",
  "pytest-cov~=7.0.0",
-  "pytest-django~=4.12.0",
-  "pytest-env~=1.5.0",
+  "pytest-django~=4.11.1",
+  "pytest-env~=1.2.0",
  "pytest-httpx",
  "pytest-mock~=3.15.1",
  #"pytest-randomly~=4.0.1",
@@ -149,6 +149,7 @@ typing = [
  "types-pytz",
  "types-redis",
  "types-setuptools",
+  "types-tqdm",
 ]

 [tool.uv]
@@ -303,7 +304,6 @@ markers = [
  "tika: Tests requiring Tika service",
  "greenmail: Tests requiring Greenmail service",
  "date_parsing: Tests which cover date parsing from content or filename",
-  "management: Tests which cover management commands/functionality",
 ]

 [tool.pytest_env]
--- a/src-ui/messages.xlf
+++ b/src-ui/messages.xlf
--- a/src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html
+++ b/src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html
@@ -448,13 +448,6 @@
          </div>
        </div>
      }
-      @case (WorkflowActionType.MoveToTrash) {
-        <div class="row">
-          <div class="col">
-            <p class="text-muted small" i18n>The document will be moved to the trash at the end of the workflow run.</p>
-          </div>
-        </div>
-      }
    }
  </div>
 </ng-template>
--- a/src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts
+++ b/src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts
@@ -143,10 +143,6 @@ export const WORKFLOW_ACTION_OPTIONS = [
    id: WorkflowActionType.PasswordRemoval,
    name: $localize`Password removal`,
  },
-  {
-    id: WorkflowActionType.MoveToTrash,
-    name: $localize`Move to trash`,
-  },
 ]

 export enum TriggerFilterType {
--- a/src-ui/src/app/components/document-detail/document-detail.component.html
+++ b/src-ui/src/app/components/document-detail/document-detail.component.html
@@ -1,7 +1,7 @@
 <pngx-page-header [(title)]="title" [id]="documentId">
  @if (archiveContentRenderType === ContentRenderType.PDF && !useNativePdfViewer) {
    @if (previewNumPages) {
-      <div class="input-group input-group-sm ms-2 d-none d-md-flex">
+      <div class="input-group input-group-sm d-none d-md-flex">
        <div class="input-group-text" i18n>Page</div>
          <input class="form-control flex-grow-0 w-auto" type="number" min="1" [max]="previewNumPages" [(ngModel)]="previewCurrentPage" />
        <div class="input-group-text" i18n>of {{previewNumPages}}</div>
@@ -24,16 +24,6 @@
    <i-bs width="1.2em" height="1.2em" name="trash"></i-bs><span class="d-none d-lg-inline ps-1" i18n>Delete</span>
  </button>

-  <pngx-document-version-dropdown
-    [documentId]="documentId"
-    [versions]="document?.versions ?? []"
-    [selectedVersionId]="selectedVersionId"
-    [userIsOwner]="userIsOwner"
-    [userCanEdit]="userCanEdit"
-    (versionSelected)="onVersionSelected($event)"
-    (versionsUpdated)="onVersionsUpdated($event)"
-  />
-
  <div class="btn-group">
    <button (click)="download()" class="btn btn-sm btn-outline-primary" [disabled]="downloading">
      @if (downloading) {
@@ -44,21 +34,14 @@
      <span class="d-none d-lg-inline ps-1" i18n>Download</span>
    </button>

-    <div class="btn-group" ngbDropdown role="group">
-      <button class="btn btn-sm btn-outline-primary dropdown-toggle" [disabled]="downloading" ngbDropdownToggle></button>
-      <div class="dropdown-menu shadow" ngbDropdownMenu>
-        @if (metadata?.has_archive_version) {
+    @if (metadata?.has_archive_version) {
+      <div class="btn-group" ngbDropdown role="group">
+        <button class="btn btn-sm btn-outline-primary dropdown-toggle" [disabled]="downloading" ngbDropdownToggle></button>
+        <div class="dropdown-menu shadow" ngbDropdownMenu>
          <button ngbDropdownItem (click)="download(true)" [disabled]="downloading" i18n>Download original</button>
-          <div class="dropdown-divider"></div>
-        }
-        <form class="px-3 py-1">
-          <div class="form-check">
-            <input type="checkbox" class="form-check-input" id="downloadUseFormatting" [(ngModel)]="useFormattedFilename" [ngModelOptions]="{standalone: true}" />
-            <label class="form-check-label" for="downloadUseFormatting" i18n>Use formatted filename</label>
-          </div>
-        </form>
+        </div>
      </div>
-    </div>
+    }
  </div>

  <div class="ms-auto" ngbDropdown>
@@ -112,7 +95,6 @@
  <div class="col-md-6 col-xl-5 mb-4">

    <form [formGroup]='documentForm' (ngSubmit)="save()">
-
      <div class="btn-toolbar mb-1 border-bottom">
        <div class="btn-group pb-3">
          <button type="button" class="btn btn-sm btn-outline-secondary" i18n-title title="Close" (click)="close()">
--- a/src-ui/src/app/components/document-detail/document-detail.component.spec.ts
+++ b/src-ui/src/app/components/document-detail/document-detail.component.spec.ts
@@ -65,6 +65,7 @@ import { TagService } from 'src/app/services/rest/tag.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
+import { WebsocketStatusService } from 'src/app/services/websocket-status.service'
 import { environment } from 'src/environments/environment'
 import { ConfirmDialogComponent } from '../common/confirm-dialog/confirm-dialog.component'
 import { PasswordRemovalConfirmDialogComponent } from '../common/confirm-dialog/password-removal-confirm-dialog/password-removal-confirm-dialog.component'
@@ -83,9 +84,9 @@ const doc: Document = {
  storage_path: 31,
  tags: [41, 42, 43],
  content: 'text content',
-  added: new Date('May 4, 2014 03:24:00'),
-  created: new Date('May 4, 2014 03:24:00'),
-  modified: new Date('May 4, 2014 03:24:00'),
+  added: new Date('May 4, 2014 03:24:00').toISOString(),
+  created: new Date('May 4, 2014 03:24:00').toISOString(),
+  modified: new Date('May 4, 2014 03:24:00').toISOString(),
  archive_serial_number: null,
  original_file_name: 'file.pdf',
  owner: null,
@@ -294,27 +295,6 @@ describe('DocumentDetailComponent', () => {
    component = fixture.componentInstance
  })

-  function initNormally() {
-    jest
-      .spyOn(activatedRoute, 'paramMap', 'get')
-      .mockReturnValue(of(convertToParamMap({ id: 3, section: 'details' })))
-    jest
-      .spyOn(documentService, 'get')
-      .mockReturnValueOnce(of(Object.assign({}, doc)))
-    jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(null)
-    jest
-      .spyOn(openDocumentsService, 'openDocument')
-      .mockReturnValueOnce(of(true))
-    jest.spyOn(customFieldsService, 'listAll').mockReturnValue(
-      of({
-        count: customFields.length,
-        all: customFields.map((f) => f.id),
-        results: customFields,
-      })
-    )
-    fixture.detectChanges()
-  }
-
  it('should load four tabs via url params', () => {
    jest
      .spyOn(activatedRoute, 'paramMap', 'get')
@@ -327,6 +307,29 @@ describe('DocumentDetailComponent', () => {
    expect(component.activeNavID).toEqual(component.DocumentDetailNavIDs.Notes)
  })

+  it('should switch from preview to details when pdf preview enters the DOM', fakeAsync(() => {
+    component.nav = {
+      activeId: component.DocumentDetailNavIDs.Preview,
+      select: jest.fn(),
+    } as any
+    ;(component as any).pdfPreview = {
+      nativeElement: { offsetParent: {} },
+    }
+
+    tick()
+    expect(component.nav.select).toHaveBeenCalledWith(
+      component.DocumentDetailNavIDs.Details
+    )
+  }))
+
+  it('should forward title key up value to titleSubject', () => {
+    const subjectSpy = jest.spyOn(component.titleSubject, 'next')
+
+    component.titleKeyUp({ target: { value: 'Updated title' } })
+
+    expect(subjectSpy).toHaveBeenCalledWith('Updated title')
+  })
+
  it('should change url on tab switch', () => {
    initNormally()
    const navigateSpy = jest.spyOn(router, 'navigate')
@@ -375,117 +378,6 @@ describe('DocumentDetailComponent', () => {
    expect(component.document).toEqual(doc)
  })

-  it('should redirect to root when opening a version document id', () => {
-    const navigateSpy = jest.spyOn(router, 'navigate')
-    jest
-      .spyOn(activatedRoute, 'paramMap', 'get')
-      .mockReturnValue(of(convertToParamMap({ id: 10, section: 'details' })))
-    jest
-      .spyOn(documentService, 'get')
-      .mockReturnValueOnce(throwError(() => ({ status: 404 }) as any))
-    const getRootSpy = jest
-      .spyOn(documentService, 'getRootId')
-      .mockReturnValue(of({ root_id: 3 }))
-    jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(null)
-    jest
-      .spyOn(openDocumentsService, 'openDocument')
-      .mockReturnValueOnce(of(true))
-    jest.spyOn(customFieldsService, 'listAll').mockReturnValue(
-      of({
-        count: customFields.length,
-        all: customFields.map((f) => f.id),
-        results: customFields,
-      })
-    )
-
-    fixture.detectChanges()
-    httpTestingController.expectOne(component.previewUrl).flush('preview')
-
-    expect(getRootSpy).toHaveBeenCalledWith(10)
-    expect(navigateSpy).toHaveBeenCalledWith(['documents', 3, 'details'], {
-      replaceUrl: true,
-    })
-  })
-
-  it('should navigate to 404 when root lookup fails', () => {
-    const navigateSpy = jest.spyOn(router, 'navigate')
-    jest
-      .spyOn(activatedRoute, 'paramMap', 'get')
-      .mockReturnValue(of(convertToParamMap({ id: 10, section: 'details' })))
-    jest
-      .spyOn(documentService, 'get')
-      .mockReturnValueOnce(throwError(() => ({ status: 404 }) as any))
-    jest
-      .spyOn(documentService, 'getRootId')
-      .mockReturnValue(throwError(() => new Error('boom')))
-    jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(null)
-    jest
-      .spyOn(openDocumentsService, 'openDocument')
-      .mockReturnValueOnce(of(true))
-    jest.spyOn(customFieldsService, 'listAll').mockReturnValue(
-      of({
-        count: customFields.length,
-        all: customFields.map((f) => f.id),
-        results: customFields,
-      })
-    )
-
-    fixture.detectChanges()
-    httpTestingController.expectOne(component.previewUrl).flush('preview')
-
-    expect(navigateSpy).toHaveBeenCalledWith(['404'], { replaceUrl: true })
-  })
-
-  it('should not render a delete button for the root/original version', () => {
-    const docWithVersions = {
-      ...doc,
-      versions: [
-        {
-          id: doc.id,
-          added: new Date('2024-01-01T00:00:00Z'),
-          version_label: 'Original',
-          checksum: 'aaaa',
-          is_root: true,
-        },
-        {
-          id: 10,
-          added: new Date('2024-01-02T00:00:00Z'),
-          version_label: 'Edited',
-          checksum: 'bbbb',
-          is_root: false,
-        },
-      ],
-    } as Document
-
-    jest
-      .spyOn(activatedRoute, 'paramMap', 'get')
-      .mockReturnValue(of(convertToParamMap({ id: 3, section: 'details' })))
-    jest.spyOn(documentService, 'get').mockReturnValueOnce(of(docWithVersions))
-    jest
-      .spyOn(documentService, 'getMetadata')
-      .mockReturnValue(of({ has_archive_version: true } as any))
-    jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(null)
-    jest
-      .spyOn(openDocumentsService, 'openDocument')
-      .mockReturnValueOnce(of(true))
-    jest.spyOn(customFieldsService, 'listAll').mockReturnValue(
-      of({
-        count: customFields.length,
-        all: customFields.map((f) => f.id),
-        results: customFields,
-      })
-    )
-
-    fixture.detectChanges()
-    httpTestingController.expectOne(component.previewUrl).flush('preview')
-    fixture.detectChanges()
-
-    const deleteButtons = fixture.debugElement.queryAll(
-      By.css('pngx-confirm-button')
-    )
-    expect(deleteButtons.length).toEqual(1)
-  })
-
  it('should fall back to details tab when duplicates tab is active but no duplicates', () => {
    initNormally()
    component.activeNavID = component.DocumentDetailNavIDs.Duplicates
@@ -524,7 +416,7 @@ describe('DocumentDetailComponent', () => {
    jest.spyOn(documentService, 'get').mockReturnValue(
      of({
        ...doc,
-        modified: new Date('2024-01-02T00:00:00Z'),
+        modified: '2024-01-02T00:00:00Z',
        duplicate_documents: updatedDuplicates,
      })
    )
@@ -664,18 +556,6 @@ describe('DocumentDetailComponent', () => {
    expect(navigateSpy).toHaveBeenCalledWith(['404'], { replaceUrl: true })
  })

-  it('discard should request the currently selected version', () => {
-    initNormally()
-    const getSpy = jest.spyOn(documentService, 'get')
-    getSpy.mockClear()
-    getSpy.mockReturnValueOnce(of(doc))
-
-    component.selectedVersionId = 10
-    component.discard()
-
-    expect(getSpy).toHaveBeenCalledWith(component.documentId, 10)
-  })
-
  it('should 404 on invalid id', () => {
    const navigateSpy = jest.spyOn(router, 'navigate')
    jest
@@ -728,18 +608,6 @@ describe('DocumentDetailComponent', () => {
    )
  })

-  it('save should target currently selected version', () => {
-    initNormally()
-    component.selectedVersionId = 10
-    const patchSpy = jest.spyOn(documentService, 'patch')
-    patchSpy.mockReturnValue(of(doc))
-
-    component.save()
-
-    expect(patchSpy).toHaveBeenCalled()
-    expect(patchSpy.mock.calls[0][1]).toEqual(10)
-  })
-
  it('should show toast error on save if error occurs', () => {
    currentUserHasObjectPermissions = true
    initNormally()
@@ -1192,32 +1060,7 @@ describe('DocumentDetailComponent', () => {
    const metadataSpy = jest.spyOn(documentService, 'getMetadata')
    metadataSpy.mockReturnValue(of({ has_archive_version: true }))
    initNormally()
-    expect(metadataSpy).toHaveBeenCalledWith(doc.id, null)
-  })
-
-  it('should pass metadata version only for non-latest selected versions', () => {
-    const metadataSpy = jest.spyOn(documentService, 'getMetadata')
-    metadataSpy.mockReturnValue(of({ has_archive_version: true }))
-    initNormally()
-    httpTestingController.expectOne(component.previewUrl).flush('preview')
-
-    expect(metadataSpy).toHaveBeenCalledWith(doc.id, null)
-
-    metadataSpy.mockClear()
-    component.document.versions = [
-      { id: doc.id, is_root: true },
-      { id: 10, is_root: false },
-    ] as any
-    jest.spyOn(documentService, 'getPreviewUrl').mockReturnValue('preview-root')
-    jest.spyOn(documentService, 'getThumbUrl').mockReturnValue('thumb-root')
-    jest
-      .spyOn(documentService, 'get')
-      .mockReturnValue(of({ content: 'root' } as Document))
-
-    component.selectVersion(doc.id)
-    httpTestingController.expectOne('preview-root').flush('root')
-
-    expect(metadataSpy).toHaveBeenCalledWith(doc.id, doc.id)
+    expect(metadataSpy).toHaveBeenCalled()
  })

  it('should show an error if failed metadata retrieval', () => {
@@ -1386,17 +1229,21 @@ describe('DocumentDetailComponent', () => {
    expect(errorSpy).toHaveBeenCalled()
  })

-  it('should warn when open document does not match doc retrieved from backend on init', () => {
+  it('should show incoming update modal when open local draft is older than backend on init', () => {
    let openModal: NgbModalRef
    modalService.activeInstances.subscribe((modals) => (openModal = modals[0]))
    const modalSpy = jest.spyOn(modalService, 'open')
-    const openDoc = Object.assign({}, doc)
+    const openDoc = Object.assign({}, doc, {
+      __changedFields: ['title'],
+    })
    // simulate a document being modified elsewhere and db updated
-    doc.modified = new Date()
+    const remoteDoc = Object.assign({}, doc, {
+      modified: new Date(new Date(doc.modified).getTime() + 1000).toISOString(),
+    })
    jest
      .spyOn(activatedRoute, 'paramMap', 'get')
      .mockReturnValue(of(convertToParamMap({ id: 3, section: 'details' })))
-    jest.spyOn(documentService, 'get').mockReturnValueOnce(of(doc))
+    jest.spyOn(documentService, 'get').mockReturnValueOnce(of(remoteDoc))
    jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(openDoc)
    jest.spyOn(customFieldsService, 'listAll').mockReturnValue(
      of({
@@ -1406,11 +1253,185 @@ describe('DocumentDetailComponent', () => {
      })
    )
    fixture.detectChanges() // calls ngOnInit
-    expect(modalSpy).toHaveBeenCalledWith(ConfirmDialogComponent)
-    const closeSpy = jest.spyOn(openModal, 'close')
+    expect(modalSpy).toHaveBeenCalledWith(ConfirmDialogComponent, {
+      backdrop: 'static',
+    })
    const confirmDialog = openModal.componentInstance as ConfirmDialogComponent
-    confirmDialog.confirmClicked.next(confirmDialog)
-    expect(closeSpy).toHaveBeenCalled()
+    expect(confirmDialog.messageBold).toContain('Document was updated at')
+  })
+
+  it('should react to websocket document updated notifications', () => {
+    initNormally()
+    const updateMessage = {
+      document_id: component.documentId,
+      modified: '2026-02-17T00:00:00Z',
+      owner_id: 1,
+    }
+    const handleSpy = jest
+      .spyOn(component as any, 'handleIncomingDocumentUpdated')
+      .mockImplementation(() => {})
+    const websocketStatusService = TestBed.inject(WebsocketStatusService)
+
+    websocketStatusService.handleDocumentUpdated(updateMessage)
+
+    expect(handleSpy).toHaveBeenCalledWith(updateMessage)
+  })
+
+  it('should queue incoming update while network is active and flush after', () => {
+    initNormally()
+    const loadSpy = jest.spyOn(component as any, 'loadDocument')
+    const toastSpy = jest.spyOn(toastService, 'showInfo')
+
+    component.networkActive = true
+    ;(component as any).handleIncomingDocumentUpdated({
+      document_id: component.documentId,
+      modified: '2026-02-17T00:00:00Z',
+    })
+
+    expect(loadSpy).not.toHaveBeenCalled()
+
+    component.networkActive = false
+    ;(component as any).flushPendingIncomingUpdate()
+
+    expect(loadSpy).toHaveBeenCalledWith(component.documentId, true)
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Document reloaded with latest changes.'
+    )
+  })
+
+  it('should ignore queued incoming update matching local save modified', () => {
+    initNormally()
+    const loadSpy = jest.spyOn(component as any, 'loadDocument')
+    const toastSpy = jest.spyOn(toastService, 'showInfo')
+
+    component.networkActive = true
+    ;(component as any).lastLocalSaveModified = '2026-02-17T00:00:00+00:00'
+    ;(component as any).handleIncomingDocumentUpdated({
+      document_id: component.documentId,
+      modified: '2026-02-17T00:00:00+00:00',
+    })
+
+    component.networkActive = false
+    ;(component as any).flushPendingIncomingUpdate()
+
+    expect(loadSpy).not.toHaveBeenCalled()
+    expect(toastSpy).not.toHaveBeenCalled()
+  })
+
+  it('should clear pdf source if preview URL is empty', () => {
+    component.pdfSource = { url: '/preview', password: 'secret' } as any
+    component.previewUrl = null
+    ;(component as any).updatePdfSource()
+
+    expect(component.pdfSource).toBeUndefined()
+  })
+
+  it('should close incoming update modal if one is open', () => {
+    const modalRef = { close: jest.fn() } as unknown as NgbModalRef
+    ;(component as any).incomingUpdateModal = modalRef
+    ;(component as any).closeIncomingUpdateModal()
+
+    expect(modalRef.close).toHaveBeenCalled()
+    expect((component as any).incomingUpdateModal).toBeNull()
+  })
+
+  it('should reload remote version when incoming update modal is confirmed', async () => {
+    let openModal: NgbModalRef
+    modalService.activeInstances.subscribe((modals) => (openModal = modals[0]))
+    const reloadSpy = jest
+      .spyOn(component as any, 'reloadRemoteVersion')
+      .mockImplementation(() => {})
+
+    ;(component as any).showIncomingUpdateModal('2026-02-17T00:00:00Z')
+
+    const dialog = openModal.componentInstance as ConfirmDialogComponent
+    dialog.confirmClicked.next()
+    await openModal.result
+
+    expect(dialog.buttonsEnabled).toBe(false)
+    expect(reloadSpy).toHaveBeenCalled()
+    expect((component as any).incomingUpdateModal).toBeNull()
+  })
+
+  it('should overwrite open document state when loading remote version with force', () => {
+    const openDoc = Object.assign({}, doc, {
+      title: 'Locally edited title',
+      __changedFields: ['title'],
+    })
+    const remoteDoc = Object.assign({}, doc, {
+      title: 'Remote title',
+      modified: '2026-02-17T00:00:00Z',
+    })
+    jest.spyOn(documentService, 'get').mockReturnValue(of(remoteDoc))
+    jest.spyOn(documentService, 'getMetadata').mockReturnValue(
+      of({
+        has_archive_version: false,
+        original_mime_type: 'application/pdf',
+      })
+    )
+    jest.spyOn(documentService, 'getSuggestions').mockReturnValue(
+      of({
+        suggested_tags: [],
+        suggested_document_types: [],
+        suggested_correspondents: [],
+      })
+    )
+    jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(openDoc)
+    const setDirtySpy = jest.spyOn(openDocumentsService, 'setDirty')
+    const saveSpy = jest.spyOn(openDocumentsService, 'save')
+
+    ;(component as any).loadDocument(doc.id, true)
+
+    expect(openDoc.title).toEqual('Remote title')
+    expect(openDoc.__changedFields).toEqual([])
+    expect(setDirtySpy).toHaveBeenCalledWith(openDoc, false)
+    expect(saveSpy).toHaveBeenCalled()
+  })
+
+  it('should ignore incoming update for a different document id', () => {
+    initNormally()
+    const loadSpy = jest.spyOn(component as any, 'loadDocument')
+
+    ;(component as any).handleIncomingDocumentUpdated({
+      document_id: component.documentId + 1,
+      modified: '2026-02-17T00:00:00Z',
+    })
+
+    expect(loadSpy).not.toHaveBeenCalled()
+  })
+
+  it('should show incoming update modal when local document has unsaved edits', () => {
+    initNormally()
+    jest.spyOn(openDocumentsService, 'isDirty').mockReturnValue(true)
+    const modalSpy = jest
+      .spyOn(component as any, 'showIncomingUpdateModal')
+      .mockImplementation(() => {})
+
+    ;(component as any).handleIncomingDocumentUpdated({
+      document_id: component.documentId,
+      modified: '2026-02-17T00:00:00Z',
+    })
+
+    expect(modalSpy).toHaveBeenCalledWith('2026-02-17T00:00:00Z')
+  })
+
+  it('should reload current document and show toast when reloading remote version', () => {
+    component.documentId = doc.id
+    const closeModalSpy = jest
+      .spyOn(component as any, 'closeIncomingUpdateModal')
+      .mockImplementation(() => {})
+    const loadSpy = jest
+      .spyOn(component as any, 'loadDocument')
+      .mockImplementation(() => {})
+    const notifySpy = jest.spyOn(component.docChangeNotifier, 'next')
+    const toastSpy = jest.spyOn(toastService, 'showInfo')
+
+    ;(component as any).reloadRemoteVersion()
+
+    expect(closeModalSpy).toHaveBeenCalled()
+    expect(notifySpy).toHaveBeenCalledWith(doc.id)
+    expect(loadSpy).toHaveBeenCalledWith(doc.id, true)
+    expect(toastSpy).toHaveBeenCalledWith('Document reloaded.')
  })

  it('should change preview element by render type', () => {
@@ -1622,88 +1643,26 @@ describe('DocumentDetailComponent', () => {
    expect(closeSpy).toHaveBeenCalled()
  })

-  it('selectVersion should update preview and handle preview failures', () => {
-    const previewSpy = jest.spyOn(documentService, 'getPreviewUrl')
-    initNormally()
-    httpTestingController.expectOne(component.previewUrl).flush('preview')
-
-    previewSpy.mockReturnValueOnce('preview-version')
-    jest.spyOn(documentService, 'getThumbUrl').mockReturnValue('thumb-version')
+  function initNormally() {
+    jest
+      .spyOn(activatedRoute, 'paramMap', 'get')
+      .mockReturnValue(of(convertToParamMap({ id: 3, section: 'details' })))
    jest
      .spyOn(documentService, 'get')
-      .mockReturnValue(of({ content: 'version-content' } as Document))
-
-    component.selectVersion(10)
-    httpTestingController.expectOne('preview-version').flush('version text')
-
-    expect(component.previewUrl).toBe('preview-version')
-    expect(component.thumbUrl).toBe('thumb-version')
-    expect(component.previewText).toBe('version text')
-    expect(component.documentForm.get('content').value).toBe('version-content')
-    const pdfSource = component.pdfSource as { url: string; password?: string }
-    expect(pdfSource.url).toBe('preview-version')
-    expect(pdfSource.password).toBeUndefined()
-
-    previewSpy.mockReturnValueOnce('preview-error')
-    component.selectVersion(11)
-    httpTestingController
-      .expectOne('preview-error')
-      .error(new ErrorEvent('fail'))
-
-    expect(component.previewText).toContain('An error occurred loading content')
-  })
-
-  it('selectVersion should show toast if version content retrieval fails', () => {
-    initNormally()
-    httpTestingController.expectOne(component.previewUrl).flush('preview')
-
-    jest.spyOn(documentService, 'getPreviewUrl').mockReturnValue('preview-ok')
-    jest.spyOn(documentService, 'getThumbUrl').mockReturnValue('thumb-ok')
+      .mockReturnValueOnce(of(Object.assign({}, doc)))
+    jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(null)
    jest
-      .spyOn(documentService, 'getMetadata')
-      .mockReturnValue(of({ has_archive_version: true } as any))
-    const contentError = new Error('content failed')
-    jest
-      .spyOn(documentService, 'get')
-      .mockReturnValue(throwError(() => contentError))
-    const toastSpy = jest.spyOn(toastService, 'showError')
-
-    component.selectVersion(10)
-    httpTestingController.expectOne('preview-ok').flush('preview text')
-
-    expect(toastSpy).toHaveBeenCalledWith(
-      'Error retrieving version content',
-      contentError
+      .spyOn(openDocumentsService, 'openDocument')
+      .mockReturnValueOnce(of(true))
+    jest.spyOn(customFieldsService, 'listAll').mockReturnValue(
+      of({
+        count: customFields.length,
+        all: customFields.map((f) => f.id),
+        results: customFields,
+      })
    )
-  })
-
-  it('onVersionSelected should delegate to selectVersion', () => {
-    const selectVersionSpy = jest
-      .spyOn(component, 'selectVersion')
-      .mockImplementation(() => {})
-
-    component.onVersionSelected(42)
-
-    expect(selectVersionSpy).toHaveBeenCalledWith(42)
-  })
-
-  it('onVersionsUpdated should sync open document versions and save', () => {
-    component.documentId = doc.id
-    component.document = { ...doc, versions: [] } as Document
-    const updatedVersions = [
-      { id: doc.id, is_root: true },
-      { id: 10, is_root: false },
-    ] as any
-    const openDoc = { ...doc, versions: [] } as Document
-    jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(openDoc)
-    const saveSpy = jest.spyOn(openDocumentsService, 'save')
-
-    component.onVersionsUpdated(updatedVersions)
-
-    expect(component.document.versions).toEqual(updatedVersions)
-    expect(openDoc.versions).toEqual(updatedVersions)
-    expect(saveSpy).toHaveBeenCalled()
-  })
+    fixture.detectChanges()
+  }

  it('createDisabled should return true if the user does not have permission to add the specified data type', () => {
    currentUserCan = false
@@ -1721,6 +1680,14 @@ describe('DocumentDetailComponent', () => {
    expect(component.createDisabled(DataType.Tag)).toBeFalsy()
  })

+  it('should expose add permission via userCanAdd getter', () => {
+    currentUserCan = true
+    expect(component.userCanAdd).toBeTruthy()
+
+    currentUserCan = false
+    expect(component.userCanAdd).toBeFalsy()
+  })
+
  it('should call tryRenderTiff when no archive and file is tiff', () => {
    initNormally()
    const tiffRenderSpy = jest.spyOn(
@@ -1797,88 +1764,6 @@ describe('DocumentDetailComponent', () => {
    expect(urlRevokeSpy).toHaveBeenCalled()
  })

-  it('should include version in download and print only for non-latest selected version', () => {
-    initNormally()
-    component.document.versions = [
-      { id: doc.id, is_root: true },
-      { id: 10, is_root: false },
-    ] as any
-
-    const getDownloadUrlSpy = jest
-      .spyOn(documentService, 'getDownloadUrl')
-      .mockReturnValueOnce('download-latest')
-      .mockReturnValueOnce('print-latest')
-      .mockReturnValueOnce('download-non-latest')
-      .mockReturnValueOnce('print-non-latest')
-
-    component.selectedVersionId = 10
-    component.download()
-    expect(getDownloadUrlSpy).toHaveBeenNthCalledWith(
-      1,
-      doc.id,
-      false,
-      null,
-      false
-    )
-    httpTestingController
-      .expectOne('download-latest')
-      .error(new ProgressEvent('failed'))
-
-    component.printDocument()
-    expect(getDownloadUrlSpy).toHaveBeenNthCalledWith(2, doc.id, false, null)
-    httpTestingController
-      .expectOne('print-latest')
-      .error(new ProgressEvent('failed'))
-
-    component.selectedVersionId = doc.id
-    component.download()
-    expect(getDownloadUrlSpy).toHaveBeenNthCalledWith(
-      3,
-      doc.id,
-      false,
-      doc.id,
-      false
-    )
-    httpTestingController
-      .expectOne('download-non-latest')
-      .error(new ProgressEvent('failed'))
-
-    component.printDocument()
-    expect(getDownloadUrlSpy).toHaveBeenNthCalledWith(4, doc.id, false, doc.id)
-    httpTestingController
-      .expectOne('print-non-latest')
-      .error(new ProgressEvent('failed'))
-  })
-
-  it('should omit version in download and print when no version is selected', () => {
-    initNormally()
-    component.document.versions = [] as any
-    ;(component as any).selectedVersionId = undefined
-
-    const getDownloadUrlSpy = jest
-      .spyOn(documentService, 'getDownloadUrl')
-      .mockReturnValueOnce('download-no-version')
-      .mockReturnValueOnce('print-no-version')
-
-    component.download()
-    expect(getDownloadUrlSpy).toHaveBeenNthCalledWith(
-      1,
-      doc.id,
-      false,
-      null,
-      false
-    )
-    httpTestingController
-      .expectOne('download-no-version')
-      .error(new ProgressEvent('failed'))
-
-    component.printDocument()
-    expect(getDownloadUrlSpy).toHaveBeenNthCalledWith(2, doc.id, false, null)
-    httpTestingController
-      .expectOne('print-no-version')
-      .error(new ProgressEvent('failed'))
-  })
-
  it('should download a file with the correct filename', () => {
    const mockBlob = new Blob(['test content'], { type: 'text/plain' })
    const mockResponse = new HttpResponse({
--- a/src-ui/src/app/components/document-detail/document-detail.component.ts
+++ b/src-ui/src/app/components/document-detail/document-detail.component.ts
@@ -13,6 +13,7 @@ import {
  NgbDateStruct,
  NgbDropdownModule,
  NgbModal,
+  NgbModalRef,
  NgbNav,
  NgbNavChangeEvent,
  NgbNavModule,
@@ -36,7 +37,7 @@ import { Correspondent } from 'src/app/data/correspondent'
 import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
 import { CustomFieldInstance } from 'src/app/data/custom-field-instance'
 import { DataType } from 'src/app/data/datatype'
-import { Document, DocumentVersionInfo } from 'src/app/data/document'
+import { Document } from 'src/app/data/document'
 import { DocumentMetadata } from 'src/app/data/document-metadata'
 import { DocumentNote } from 'src/app/data/document-note'
 import { DocumentSuggestions } from 'src/app/data/document-suggestions'
@@ -80,6 +81,7 @@ import { TagService } from 'src/app/services/rest/tag.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
+import { WebsocketStatusService } from 'src/app/services/websocket-status.service'
 import { getFilenameFromContentDisposition } from 'src/app/utils/http'
 import { ISODateAdapter } from 'src/app/utils/ngb-iso-date-adapter'
 import * as UTIF from 'utif'
@@ -120,7 +122,6 @@ import { SuggestionsDropdownComponent } from '../common/suggestions-dropdown/sug
 import { DocumentNotesComponent } from '../document-notes/document-notes.component'
 import { ComponentWithPermissions } from '../with-permissions/with-permissions.component'
 import { DocumentHistoryComponent } from './document-history/document-history.component'
-import { DocumentVersionDropdownComponent } from './document-version-dropdown/document-version-dropdown.component'
 import { MetadataCollapseComponent } from './metadata-collapse/metadata-collapse.component'

 enum DocumentDetailNavIDs {
@@ -143,6 +144,11 @@ enum ContentRenderType {
  TIFF = 'tiff',
 }

+interface IncomingDocumentUpdate {
+  document_id: number
+  modified: string
+}
+
@Component({
  selector: 'pngx-document-detail',
  templateUrl: './document-detail.component.html',
@@ -178,7 +184,6 @@ enum ContentRenderType {
    TextAreaComponent,
    RouterModule,
    PngxPdfViewerComponent,
-    DocumentVersionDropdownComponent,
  ],
 })
 export class DocumentDetailComponent
@@ -186,7 +191,6 @@ export class DocumentDetailComponent
  implements OnInit, OnDestroy, DirtyComponent
 {
  PdfRenderMode = PdfRenderMode
-
  documentsService = inject(DocumentService)
  private route = inject(ActivatedRoute)
  private tagService = inject(TagService)
@@ -208,6 +212,7 @@ export class DocumentDetailComponent
  private componentRouterService = inject(ComponentRouterService)
  private deviceDetectorService = inject(DeviceDetectorService)
  private savedViewService = inject(SavedViewService)
+  private readonly websocketStatusService = inject(WebsocketStatusService)

  @ViewChild('inputTitle')
  titleInput: TextComponent
@@ -238,9 +243,6 @@ export class DocumentDetailComponent
  tiffURL: string
  tiffError: string

-  // Versioning
-  selectedVersionId: number
-
  correspondents: Correspondent[]
  documentTypes: DocumentType[]
  storagePaths: StoragePath[]
@@ -267,6 +269,9 @@ export class DocumentDetailComponent
  isDirty$: Observable<boolean>
  unsubscribeNotifier: Subject<any> = new Subject()
  docChangeNotifier: Subject<any> = new Subject()
+  private incomingUpdateModal: NgbModalRef
+  private pendingIncomingUpdate: IncomingDocumentUpdate
+  private lastLocalSaveModified: string | null = null

  requiresPassword: boolean = false
  password: string
@@ -276,7 +281,6 @@ export class DocumentDetailComponent
  customFields: CustomField[]

  public downloading: boolean = false
-  public useFormattedFilename: boolean = false

  public readonly CustomFieldDataType = CustomFieldDataType

@@ -319,19 +323,13 @@ export class DocumentDetailComponent
  }

  get archiveContentRenderType(): ContentRenderType {
-    const hasArchiveVersion =
-      this.metadata?.has_archive_version ?? !!this.document?.archived_file_name
-    return hasArchiveVersion
+    return this.document?.archived_file_name
      ? this.getRenderType('application/pdf')
-      : this.getRenderType(
-          this.metadata?.original_mime_type || this.document?.mime_type
-        )
+      : this.getRenderType(this.document?.mime_type)
  }

  get originalContentRenderType(): ContentRenderType {
-    return this.getRenderType(
-      this.metadata?.original_mime_type || this.document?.mime_type
-    )
+    return this.getRenderType(this.document?.mime_type)
  }

  get showThumbnailOverlay(): boolean {
@@ -361,46 +359,16 @@ export class DocumentDetailComponent
  }

  private updatePdfSource() {
+    if (!this.previewUrl) {
+      this.pdfSource = undefined
+      return
+    }
    this.pdfSource = {
      url: this.previewUrl,
-      password: this.password,
+      password: this.password || undefined,
    }
  }

-  private loadMetadataForSelectedVersion() {
-    const selectedVersionId = this.getSelectedNonLatestVersionId()
-    this.documentsService
-      .getMetadata(this.documentId, selectedVersionId)
-      .pipe(
-        first(),
-        takeUntil(this.unsubscribeNotifier),
-        takeUntil(this.docChangeNotifier)
-      )
-      .subscribe({
-        next: (result) => {
-          this.metadata = result
-          this.tiffURL = null
-          this.tiffError = null
-          if (this.archiveContentRenderType === ContentRenderType.TIFF) {
-            this.tryRenderTiff()
-          }
-          if (
-            this.archiveContentRenderType !== ContentRenderType.PDF ||
-            this.useNativePdfViewer
-          ) {
-            this.previewLoaded = true
-          }
-        },
-        error: (error) => {
-          this.metadata = {} // allow display to fallback to <object> tag
-          this.toastService.showError(
-            $localize`Error retrieving metadata`,
-            error
-          )
-        },
-      })
-  }
-
  get isRTL() {
    if (!this.metadata || !this.metadata.lang) return false
    else {
@@ -475,12 +443,59 @@ export class DocumentDetailComponent
      )
  }

-  private loadDocument(documentId: number): void {
-    let redirectedToRoot = false
-    this.selectedVersionId = documentId
-    this.previewUrl = this.documentsService.getPreviewUrl(
-      this.selectedVersionId
+  private hasLocalEdits(doc: Document): boolean {
+    return (
+      this.openDocumentService.isDirty(doc) || !!doc.__changedFields?.length
    )
+  }
+
+  private showIncomingUpdateModal(modified: string): void {
+    if (this.incomingUpdateModal) return
+
+    const modal = this.modalService.open(ConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    this.incomingUpdateModal = modal
+
+    let formattedModified = null
+    const parsed = new Date(modified)
+    formattedModified = parsed.toLocaleString()
+
+    modal.componentInstance.title = $localize`Document was updated`
+    modal.componentInstance.messageBold = $localize`Document was updated at ${formattedModified}.`
+    modal.componentInstance.message = $localize`Reload to discard your local unsaved edits and load the latest remote version.`
+    modal.componentInstance.btnClass = 'btn-warning'
+    modal.componentInstance.btnCaption = $localize`Reload`
+    modal.componentInstance.cancelBtnCaption = $localize`Dismiss`
+
+    modal.componentInstance.confirmClicked.pipe(first()).subscribe(() => {
+      modal.componentInstance.buttonsEnabled = false
+      modal.close()
+      this.reloadRemoteVersion()
+    })
+    modal.result.finally(() => {
+      this.incomingUpdateModal = null
+    })
+  }
+
+  private closeIncomingUpdateModal() {
+    if (!this.incomingUpdateModal) return
+    this.incomingUpdateModal.close()
+    this.incomingUpdateModal = null
+  }
+
+  private flushPendingIncomingUpdate() {
+    if (!this.pendingIncomingUpdate || this.networkActive) return
+    const pendingUpdate = this.pendingIncomingUpdate
+    this.pendingIncomingUpdate = null
+    this.handleIncomingDocumentUpdated(pendingUpdate)
+  }
+
+  private loadDocument(documentId: number, forceRemote: boolean = false): void {
+    this.closeIncomingUpdateModal()
+    this.pendingIncomingUpdate = null
+    this.lastLocalSaveModified = null
+    this.previewUrl = this.documentsService.getPreviewUrl(documentId)
    this.updatePdfSource()
    this.http
      .get(this.previewUrl, { responseType: 'text' })
@@ -496,29 +511,11 @@ export class DocumentDetailComponent
            err.message ?? err.toString()
          }`),
      })
-    this.thumbUrl = this.documentsService.getThumbUrl(this.selectedVersionId)
+    this.thumbUrl = this.documentsService.getThumbUrl(documentId)
    this.documentsService
      .get(documentId)
      .pipe(
-        catchError((error) => {
-          if (error?.status === 404) {
-            // if not found, check if there's root document that exists and redirect if so
-            return this.documentsService.getRootId(documentId).pipe(
-              map((result) => {
-                const rootId = result?.root_id
-                if (rootId && rootId !== documentId) {
-                  const section =
-                    this.route.snapshot.paramMap.get('section') || 'details'
-                  redirectedToRoot = true
-                  this.router.navigate(['documents', rootId, section], {
-                    replaceUrl: true,
-                  })
-                }
-                return null
-              }),
-              catchError(() => of(null))
-            )
-          }
+        catchError(() => {
          // 404 is handled in the subscribe below
          return of(null)
        }),
@@ -529,9 +526,6 @@ export class DocumentDetailComponent
      .subscribe({
        next: (doc) => {
          if (!doc) {
-            if (redirectedToRoot) {
-              return
-            }
            this.router.navigate(['404'], { replaceUrl: true })
            return
          }
@@ -545,21 +539,25 @@ export class DocumentDetailComponent
            openDocument.duplicate_documents = doc.duplicate_documents
            this.openDocumentService.save()
          }
-          const useDoc = openDocument || doc
-          if (openDocument) {
-            if (
-              new Date(doc.modified) > new Date(openDocument.modified) &&
-              !this.modalService.hasOpenModals()
-            ) {
-              const modal = this.modalService.open(ConfirmDialogComponent)
-              modal.componentInstance.title = $localize`Document changes detected`
-              modal.componentInstance.messageBold = $localize`The version of this document in your browser session appears older than the existing version.`
-              modal.componentInstance.message = $localize`Saving the document here may overwrite other changes that were made. To restore the existing version, discard your changes or close the document.`
-              modal.componentInstance.cancelBtnClass = 'visually-hidden'
-              modal.componentInstance.btnCaption = $localize`Ok`
-              modal.componentInstance.confirmClicked.subscribe(() =>
-                modal.close()
-              )
+          let useDoc = openDocument || doc
+          if (openDocument && forceRemote) {
+            Object.assign(openDocument, doc)
+            openDocument.__changedFields = []
+            this.openDocumentService.setDirty(openDocument, false)
+            this.openDocumentService.save()
+            useDoc = openDocument
+          } else if (openDocument) {
+            if (new Date(doc.modified) > new Date(openDocument.modified)) {
+              if (this.hasLocalEdits(openDocument)) {
+                this.showIncomingUpdateModal(doc.modified)
+              } else {
+                // No local edits to preserve, so keep the tab in sync automatically.
+                Object.assign(openDocument, doc)
+                openDocument.__changedFields = []
+                this.openDocumentService.setDirty(openDocument, false)
+                this.openDocumentService.save()
+                useDoc = openDocument
+              }
            }
          } else {
            this.openDocumentService
@@ -590,6 +588,50 @@ export class DocumentDetailComponent
      })
  }

+  private handleIncomingDocumentUpdated(data: IncomingDocumentUpdate): void {
+    if (
+      !this.documentId ||
+      !this.document ||
+      data.document_id !== this.documentId
+    )
+      return
+    if (this.networkActive) {
+      this.pendingIncomingUpdate = data
+      return
+    }
+    // If modified timestamp of the incoming update is the same as the last local save,
+    // we assume this update is from our own save and dont notify
+    const incomingModified = data.modified
+    if (
+      incomingModified &&
+      this.lastLocalSaveModified &&
+      incomingModified === this.lastLocalSaveModified
+    ) {
+      this.lastLocalSaveModified = null
+      return
+    }
+    this.lastLocalSaveModified = null
+
+    if (this.openDocumentService.isDirty(this.document)) {
+      this.showIncomingUpdateModal(data.modified)
+    } else {
+      this.docChangeNotifier.next(this.documentId)
+      this.loadDocument(this.documentId, true)
+      this.toastService.showInfo(
+        $localize`Document reloaded with latest changes.`
+      )
+    }
+  }
+
+  private reloadRemoteVersion() {
+    if (!this.documentId) return
+
+    this.closeIncomingUpdateModal()
+    this.docChangeNotifier.next(this.documentId)
+    this.loadDocument(this.documentId, true)
+    this.toastService.showInfo($localize`Document reloaded.`)
+  }
+
  ngOnInit(): void {
    this.setZoom(
      this.settings.get(SETTINGS_KEYS.PDF_VIEWER_ZOOM_SETTING) as PdfZoomScale
@@ -648,6 +690,11 @@ export class DocumentDetailComponent

    this.getCustomFields()

+    this.websocketStatusService
+      .onDocumentUpdated()
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe((data) => this.handleIncomingDocumentUpdated(data))
+
    this.route.paramMap
      .pipe(
        filter(
@@ -748,15 +795,36 @@ export class DocumentDetailComponent

  updateComponent(doc: Document) {
    this.document = doc
-    // Default selected version is the newest version
-    const versions = doc.versions ?? []
-    this.selectedVersionId = versions.length
-      ? Math.max(...versions.map((version) => version.id))
-      : doc.id
-    this.previewLoaded = false
    this.requiresPassword = false
    this.updateFormForCustomFields()
-    this.loadMetadataForSelectedVersion()
+    if (this.archiveContentRenderType === ContentRenderType.TIFF) {
+      this.tryRenderTiff()
+    }
+    this.documentsService
+      .getMetadata(doc.id)
+      .pipe(
+        first(),
+        takeUntil(this.unsubscribeNotifier),
+        takeUntil(this.docChangeNotifier)
+      )
+      .subscribe({
+        next: (result) => {
+          this.metadata = result
+          if (
+            this.archiveContentRenderType !== ContentRenderType.PDF ||
+            this.useNativePdfViewer
+          ) {
+            this.previewLoaded = true
+          }
+        },
+        error: (error) => {
+          this.metadata = {} // allow display to fallback to <object> tag
+          this.toastService.showError(
+            $localize`Error retrieving metadata`,
+            error
+          )
+        },
+      })
    if (
      this.permissionsService.currentUserHasObjectPermissions(
        PermissionAction.Change,
@@ -785,78 +853,6 @@ export class DocumentDetailComponent
    }
  }

-  // Update file preview and download target to a specific version (by document id)
-  selectVersion(versionId: number) {
-    this.selectedVersionId = versionId
-    this.previewLoaded = false
-    this.previewUrl = this.documentsService.getPreviewUrl(
-      this.documentId,
-      false,
-      this.selectedVersionId
-    )
-    this.updatePdfSource()
-    this.thumbUrl = this.documentsService.getThumbUrl(
-      this.documentId,
-      this.selectedVersionId
-    )
-    this.loadMetadataForSelectedVersion()
-    this.documentsService
-      .get(this.documentId, this.selectedVersionId, 'content')
-      .pipe(
-        first(),
-        takeUntil(this.unsubscribeNotifier),
-        takeUntil(this.docChangeNotifier)
-      )
-      .subscribe({
-        next: (doc) => {
-          const content = doc?.content ?? ''
-          this.document.content = content
-          this.documentForm.patchValue(
-            {
-              content,
-            },
-            {
-              emitEvent: false,
-            }
-          )
-        },
-        error: (error) => {
-          this.toastService.showError(
-            $localize`Error retrieving version content`,
-            error
-          )
-        },
-      })
-    // For text previews, refresh content
-    this.http
-      .get(this.previewUrl, { responseType: 'text' })
-      .pipe(
-        first(),
-        takeUntil(this.unsubscribeNotifier),
-        takeUntil(this.docChangeNotifier)
-      )
-      .subscribe({
-        next: (res) => (this.previewText = res.toString()),
-        error: (err) =>
-          (this.previewText = $localize`An error occurred loading content: ${
-            err.message ?? err.toString()
-          }`),
-      })
-  }
-
-  onVersionSelected(versionId: number) {
-    this.selectVersion(versionId)
-  }
-
-  onVersionsUpdated(versions: DocumentVersionInfo[]) {
-    this.document.versions = versions
-    const openDoc = this.openDocumentService.getOpenDocument(this.documentId)
-    if (openDoc) {
-      openDoc.versions = versions
-      this.openDocumentService.save()
-    }
-  }
-
  get customFieldFormFields(): FormArray {
    return this.documentForm.get('custom_fields') as FormArray
  }
@@ -1025,7 +1021,7 @@ export class DocumentDetailComponent

  discard() {
    this.documentsService
-      .get(this.documentId, this.selectedVersionId)
+      .get(this.documentId)
      .pipe(
        first(),
        takeUntil(this.unsubscribeNotifier),
@@ -1033,6 +1029,7 @@ export class DocumentDetailComponent
      )
      .subscribe({
        next: (doc) => {
+          this.closeIncomingUpdateModal()
          Object.assign(this.document, doc)
          doc['permissions_form'] = {
            owner: doc.owner,
@@ -1075,10 +1072,12 @@ export class DocumentDetailComponent
    this.networkActive = true
    ;(document.activeElement as HTMLElement)?.dispatchEvent(new Event('change'))
    this.documentsService
-      .patch(this.getChangedFields(), this.selectedVersionId)
+      .patch(this.getChangedFields())
      .pipe(first())
      .subscribe({
        next: (docValues) => {
+          this.closeIncomingUpdateModal()
+          this.lastLocalSaveModified = docValues.modified ?? null
          // in case data changed while saving eg removing inbox_tags
          this.documentForm.patchValue(docValues)
          const newValues = Object.assign({}, this.documentForm.value)
@@ -1093,16 +1092,19 @@ export class DocumentDetailComponent
          this.networkActive = false
          this.error = null
          if (close) {
+            this.pendingIncomingUpdate = null
            this.close(() =>
              this.openDocumentService.refreshDocument(this.documentId)
            )
          } else {
            this.openDocumentService.refreshDocument(this.documentId)
+            this.flushPendingIncomingUpdate()
          }
          this.savedViewService.maybeRefreshDocumentCounts()
        },
        error: (error) => {
          this.networkActive = false
+          this.lastLocalSaveModified = null
          const canEdit =
            this.permissionsService.currentUserHasObjectPermissions(
              PermissionAction.Change,
@@ -1122,6 +1124,7 @@ export class DocumentDetailComponent
              error
            )
          }
+          this.flushPendingIncomingUpdate()
        },
      })
  }
@@ -1130,7 +1133,7 @@ export class DocumentDetailComponent
    this.networkActive = true
    this.store.next(this.documentForm.value)
    this.documentsService
-      .patch(this.getChangedFields(), this.selectedVersionId)
+      .patch(this.getChangedFields())
      .pipe(
        switchMap((updateResult) => {
          this.savedViewService.maybeRefreshDocumentCounts()
@@ -1158,8 +1161,11 @@ export class DocumentDetailComponent
      .pipe(first())
      .subscribe({
        next: ({ updateResult, nextDocId, closeResult }) => {
+          this.closeIncomingUpdateModal()
          this.error = null
          this.networkActive = false
+          this.pendingIncomingUpdate = null
+          this.lastLocalSaveModified = null
          if (closeResult && updateResult && nextDocId) {
            this.router.navigate(['documents', nextDocId])
            this.titleInput?.focus()
@@ -1167,8 +1173,10 @@ export class DocumentDetailComponent
        },
        error: (error) => {
          this.networkActive = false
+          this.lastLocalSaveModified = null
          this.error = error.error
          this.toastService.showError($localize`Error saving document`, error)
+          this.flushPendingIncomingUpdate()
        },
      })
  }
@@ -1254,7 +1262,7 @@ export class DocumentDetailComponent
        .subscribe({
          next: () => {
            this.toastService.showInfo(
-              $localize`Reprocess operation for "${this.document.title}" will begin in the background. Close and re-open or reload this document after the operation has completed to see new content.`
+              $localize`Reprocess operation for "${this.document.title}" will begin in the background.`
            )
            if (modal) {
              modal.close()
@@ -1273,25 +1281,11 @@ export class DocumentDetailComponent
    })
  }

-  private getSelectedNonLatestVersionId(): number | null {
-    const versions = this.document?.versions ?? []
-    if (!versions.length || !this.selectedVersionId) {
-      return null
-    }
-    const latestVersionId = Math.max(...versions.map((version) => version.id))
-    return this.selectedVersionId === latestVersionId
-      ? null
-      : this.selectedVersionId
-  }
-
  download(original: boolean = false) {
    this.downloading = true
-    const selectedVersionId = this.getSelectedNonLatestVersionId()
    const downloadUrl = this.documentsService.getDownloadUrl(
      this.documentId,
-      original,
-      selectedVersionId,
-      this.useFormattedFilename
+      original
    )
    this.http
      .get(downloadUrl, { observe: 'response', responseType: 'blob' })
@@ -1723,11 +1717,9 @@ export class DocumentDetailComponent
  }

  printDocument() {
-    const selectedVersionId = this.getSelectedNonLatestVersionId()
    const printUrl = this.documentsService.getDownloadUrl(
      this.document.id,
-      false,
-      selectedVersionId
+      false
    )
    this.http
      .get(printUrl, { responseType: 'blob' })
@@ -1775,7 +1767,7 @@ export class DocumentDetailComponent
    const modal = this.modalService.open(ShareLinksDialogComponent)
    modal.componentInstance.documentId = this.document.id
    modal.componentInstance.hasArchiveVersion =
-      this.metadata?.has_archive_version ?? !!this.document?.archived_file_name
+      !!this.document?.archived_file_name
  }

  get emailEnabled(): boolean {
@@ -1788,7 +1780,7 @@ export class DocumentDetailComponent
    })
    modal.componentInstance.documentIds = [this.document.id]
    modal.componentInstance.hasArchiveVersion =
-      this.metadata?.has_archive_version ?? !!this.document?.archived_file_name
+      !!this.document?.archived_file_name
  }

  private tryRenderTiff() {
--- a/src-ui/src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.html
+++ b/src-ui/src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.html
@@ -1,134 +0,0 @@
-<div class="btn-group" ngbDropdown autoClose="outside">
-  <button class="btn btn-sm btn-outline-secondary dropdown-toggle" ngbDropdownToggle>
-    <i-bs name="file-earmark-diff"></i-bs>
-    <span class="d-none d-lg-inline ps-1" i18n>Versions</span>
-  </button>
-  <div class="dropdown-menu shadow" ngbDropdownMenu>
-    <div class="px-3 py-2 mb-2">
-      @if (versionUploadState === UploadState.Idle) {
-        <div class="input-group input-group-sm mb-2">
-          <span class="input-group-text" i18n>Label</span>
-          <input
-            class="form-control"
-            type="text"
-            [(ngModel)]="newVersionLabel"
-            i18n-placeholder
-            placeholder="Optional"
-            [disabled]="!userIsOwner || !userCanEdit"
-          />
-        </div>
-        <input
-          #versionFileInput
-          type="file"
-          class="visually-hidden"
-          (change)="onVersionFileSelected($event)"
-        />
-        <button
-          class="btn btn-sm btn-outline-secondary w-100"
-          (click)="versionFileInput.click()"
-          [disabled]="!userIsOwner || !userCanEdit"
-        >
-          <i-bs name="file-earmark-plus"></i-bs><span class="ps-1" i18n>Add new version</span>
-        </button>
-      } @else {
-        @switch (versionUploadState) {
-          @case (UploadState.Uploading) {
-            <div class="small text-muted mt-1 d-flex align-items-center">
-              <output class="spinner-border spinner-border-sm me-2" aria-hidden="true"></output>
-              <span i18n>Uploading version...</span>
-            </div>
-          }
-          @case (UploadState.Processing) {
-            <div class="small text-muted mt-1 d-flex align-items-center">
-              <output class="spinner-border spinner-border-sm me-2" aria-hidden="true"></output>
-              <span i18n>Processing version...</span>
-            </div>
-          }
-          @case (UploadState.Failed) {
-            <div class="small text-danger mt-1 d-flex align-items-center justify-content-between">
-              <span i18n>Version upload failed.</span>
-              <button type="button" class="btn btn-link btn-sm p-0 ms-2" (click)="clearVersionUploadStatus()" i18n>Dismiss</button>
-            </div>
-            @if (versionUploadError) {
-              <div class="small text-muted mt-1">{{ versionUploadError }}</div>
-            }
-          }
-        }
-      }
-    </div>
-    @for (version of versions; track version.id) {
-      <div class="dropdown-item border-top px-0">
-        <div class="d-flex align-items-center w-100 py-2 version-item">
-          <div class="btn btn-link link-underline link-underline-opacity-0 d-flex align-items-center small text-start p-0 version-link"
-            (click)="selectVersion(version.id)"
-          >
-            <div class="check mx-3">
-              @if (selectedVersionId === version.id) {
-                <i-bs name="check-circle"></i-bs>
-              } @else {
-                <i-bs class="text-muted" name="circle"></i-bs>
-              }
-            </div>
-            <div class="d-flex flex-column">
-              <div class="input-group input-group-sm mb-1">
-                @if (isEditingVersion(version.id)) {
-                  <input
-                    class="form-control"
-                    type="text"
-                    [(ngModel)]="versionLabelDraft"
-                    i18n-placeholder
-                    placeholder="Version label"
-                    [disabled]="savingVersionLabelId !== null"
-                    (keydown.enter)="submitEditedVersionLabel(version, $event)"
-                    (keydown.escape)="cancelEditingVersion($event)"
-                    (click)="$event.stopPropagation()"
-                  />
-                } @else {
-                  <span class="input-group-text version-label">
-                    @if (version.version_label) {
-                      {{ version.version_label }}
-                    } @else {
-                      <span i18n>Version</span>&nbsp;#{{ version.id }}
-                    }
-                  </span>
-                }
-                @if (canEditLabels) {
-                  <button
-                    type="button"
-                    class="btn btn-outline-secondary"
-                    [disabled]="savingVersionLabelId !== null"
-                    (click)="isEditingVersion(version.id) ? submitEditedVersionLabel(version, $event) : beginEditingVersion(version, $event)"
-                  >
-                    @if (isEditingVersion(version.id)) {
-                      <i-bs width=".8rem" height=".8rem" name="check-lg"></i-bs>
-                    } @else {
-                      <i-bs width=".8rem" height=".8rem" name="pencil"></i-bs>
-                    }
-                  </button>
-                }
-              </div>
-              <div class="d-flex text-muted small align-items-center mt-1">
-                {{ version.added | customDate:'short' }}
-                <div class="badge bg-light text-muted ms-auto">
-                  {{ version.checksum | slice:0:8 }}
-                </div>
-              </div>
-            </div>
-          </div>
-          @if (!version.is_root) {
-            <pngx-confirm-button
-              buttonClasses="btn btn-sm btn-link text-danger mx-1"
-              iconName="trash"
-              confirmMessage="Delete this version?"
-              i18n-confirmMessage
-              [disabled]="!userIsOwner || !userCanEdit"
-              (confirm)="deleteVersion(version.id)"
-            >
-              <span class="visually-hidden" i18n>Delete version</span>
-            </pngx-confirm-button>
-          }
-        </div>
-      </div>
-    }
-  </div>
-</div>
--- a/src-ui/src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.scss
+++ b/src-ui/src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.scss
@@ -1,17 +0,0 @@
-.version-item {
-  .check {
-    width: 1rem;
-    height: 100%;
-  }
-
-  > .version-link {
-    .flex-column {
-      width: 260px;
-    }
-
-    .input-group .version-label, .input-group input {
-      width: 140px;
-      flex: 1 1 auto;
-    }
-  }
-}
--- a/src-ui/src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.spec.ts
+++ b/src-ui/src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.spec.ts
@@ -1,324 +0,0 @@
-import { DatePipe } from '@angular/common'
-import { SimpleChange } from '@angular/core'
-import { ComponentFixture, TestBed } from '@angular/core/testing'
-import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
-import { Subject, of, throwError } from 'rxjs'
-import { DocumentVersionInfo } from 'src/app/data/document'
-import { DocumentService } from 'src/app/services/rest/document.service'
-import { SettingsService } from 'src/app/services/settings.service'
-import { ToastService } from 'src/app/services/toast.service'
-import {
-  UploadState,
-  WebsocketStatusService,
-} from 'src/app/services/websocket-status.service'
-import { DocumentVersionDropdownComponent } from './document-version-dropdown.component'
-
-describe('DocumentVersionDropdownComponent', () => {
-  let component: DocumentVersionDropdownComponent
-  let fixture: ComponentFixture<DocumentVersionDropdownComponent>
-  let documentService: jest.Mocked<
-    Pick<
-      DocumentService,
-      'deleteVersion' | 'getVersions' | 'uploadVersion' | 'updateVersionLabel'
-    >
-  >
-  let toastService: jest.Mocked<Pick<ToastService, 'showError' | 'showInfo'>>
-  let finished$: Subject<{ taskId: string }>
-  let failed$: Subject<{ taskId: string; message?: string }>
-
-  beforeEach(async () => {
-    finished$ = new Subject<{ taskId: string }>()
-    failed$ = new Subject<{ taskId: string; message?: string }>()
-    documentService = {
-      deleteVersion: jest.fn(),
-      getVersions: jest.fn(),
-      uploadVersion: jest.fn(),
-      updateVersionLabel: jest.fn(),
-    }
-    toastService = {
-      showError: jest.fn(),
-      showInfo: jest.fn(),
-    }
-
-    await TestBed.configureTestingModule({
-      imports: [
-        DocumentVersionDropdownComponent,
-        NgxBootstrapIconsModule.pick(allIcons),
-      ],
-      providers: [
-        DatePipe,
-        {
-          provide: DocumentService,
-          useValue: documentService,
-        },
-        {
-          provide: SettingsService,
-          useValue: {
-            get: () => null,
-          },
-        },
-        {
-          provide: ToastService,
-          useValue: toastService,
-        },
-        {
-          provide: WebsocketStatusService,
-          useValue: {
-            onDocumentConsumptionFinished: () => finished$,
-            onDocumentConsumptionFailed: () => failed$,
-          },
-        },
-      ],
-    }).compileComponents()
-
-    fixture = TestBed.createComponent(DocumentVersionDropdownComponent)
-    component = fixture.componentInstance
-    component.documentId = 3
-    component.selectedVersionId = 3
-    component.versions = [
-      {
-        id: 3,
-        is_root: true,
-        checksum: 'aaaa',
-      },
-      {
-        id: 10,
-        is_root: false,
-        checksum: 'bbbb',
-      },
-    ]
-    fixture.detectChanges()
-  })
-
-  it('selectVersion should emit the selected id', () => {
-    const emitSpy = jest.spyOn(component.versionSelected, 'emit')
-    component.selectVersion(10)
-    expect(emitSpy).toHaveBeenCalledWith(10)
-  })
-
-  it('deleteVersion should refresh versions and select fallback when deleting current selection', () => {
-    const updatedVersions: DocumentVersionInfo[] = [
-      { id: 3, is_root: true, checksum: 'aaaa' },
-      { id: 20, is_root: false, checksum: 'cccc' },
-    ]
-    component.selectedVersionId = 10
-    documentService.deleteVersion.mockReturnValue(
-      of({ result: 'deleted', current_version_id: 3 })
-    )
-    documentService.getVersions.mockReturnValue(
-      of({ id: 3, versions: updatedVersions } as any)
-    )
-    const versionsEmitSpy = jest.spyOn(component.versionsUpdated, 'emit')
-    const selectedEmitSpy = jest.spyOn(component.versionSelected, 'emit')
-
-    component.deleteVersion(10)
-
-    expect(documentService.deleteVersion).toHaveBeenCalledWith(3, 10)
-    expect(documentService.getVersions).toHaveBeenCalledWith(3)
-    expect(versionsEmitSpy).toHaveBeenCalledWith(updatedVersions)
-    expect(selectedEmitSpy).toHaveBeenCalledWith(3)
-  })
-
-  it('deleteVersion should show an error toast on failure', () => {
-    const error = new Error('delete failed')
-    documentService.deleteVersion.mockReturnValue(throwError(() => error))
-
-    component.deleteVersion(10)
-
-    expect(toastService.showError).toHaveBeenCalledWith(
-      'Error deleting version',
-      error
-    )
-  })
-
-  it('beginEditingVersion should set active row and draft label', () => {
-    component.userCanEdit = true
-    component.userIsOwner = true
-    const version = {
-      id: 10,
-      is_root: false,
-      checksum: 'bbbb',
-      version_label: 'Current',
-    } as DocumentVersionInfo
-
-    component.beginEditingVersion(version)
-
-    expect(component.editingVersionId).toEqual(10)
-    expect(component.versionLabelDraft).toEqual('Current')
-  })
-
-  it('submitEditedVersionLabel should close editor without save if unchanged', () => {
-    const version = {
-      id: 10,
-      is_root: false,
-      checksum: 'bbbb',
-      version_label: 'Current',
-    } as DocumentVersionInfo
-    const saveSpy = jest.spyOn(component, 'saveVersionLabel')
-    component.editingVersionId = 10
-    component.versionLabelDraft = '  Current  '
-
-    component.submitEditedVersionLabel(version)
-
-    expect(saveSpy).not.toHaveBeenCalled()
-    expect(component.editingVersionId).toBeNull()
-    expect(component.versionLabelDraft).toEqual('')
-  })
-
-  it('submitEditedVersionLabel should call saveVersionLabel when changed', () => {
-    const version = {
-      id: 10,
-      is_root: false,
-      checksum: 'bbbb',
-      version_label: 'Current',
-    } as DocumentVersionInfo
-    const saveSpy = jest
-      .spyOn(component, 'saveVersionLabel')
-      .mockImplementation(() => {})
-    component.editingVersionId = 10
-    component.versionLabelDraft = '  Updated  '
-
-    component.submitEditedVersionLabel(version)
-
-    expect(saveSpy).toHaveBeenCalledWith(10, 'Updated')
-    expect(component.editingVersionId).toBeNull()
-  })
-
-  it('saveVersionLabel should update the version and emit versionsUpdated', () => {
-    documentService.updateVersionLabel.mockReturnValue(
-      of({
-        id: 10,
-        version_label: 'Updated',
-        is_root: false,
-      } as any)
-    )
-    const emitSpy = jest.spyOn(component.versionsUpdated, 'emit')
-
-    component.saveVersionLabel(10, 'Updated')
-
-    expect(documentService.updateVersionLabel).toHaveBeenCalledWith(
-      3,
-      10,
-      'Updated'
-    )
-    expect(emitSpy).toHaveBeenCalledWith([
-      { id: 3, is_root: true, checksum: 'aaaa' },
-      { id: 10, is_root: false, checksum: 'bbbb', version_label: 'Updated' },
-    ])
-    expect(component.savingVersionLabelId).toBeNull()
-  })
-
-  it('saveVersionLabel should show error toast on failure', () => {
-    const error = new Error('save failed')
-    documentService.updateVersionLabel.mockReturnValue(throwError(() => error))
-
-    component.saveVersionLabel(10, 'Updated')
-
-    expect(toastService.showError).toHaveBeenCalledWith(
-      'Error updating version label',
-      error
-    )
-    expect(component.savingVersionLabelId).toBeNull()
-  })
-
-  it('onVersionFileSelected should upload and update versions after websocket success', () => {
-    const versions: DocumentVersionInfo[] = [
-      { id: 3, is_root: true, checksum: 'aaaa' },
-      { id: 20, is_root: false, checksum: 'cccc' },
-    ]
-    const file = new File(['test'], 'new-version.pdf', {
-      type: 'application/pdf',
-    })
-    const input = document.createElement('input')
-    Object.defineProperty(input, 'files', { value: [file] })
-    component.newVersionLabel = '  Updated scan  '
-    documentService.uploadVersion.mockReturnValue(
-      of({ task_id: 'task-1' } as any)
-    )
-    documentService.getVersions.mockReturnValue(of({ id: 3, versions } as any))
-    const versionsEmitSpy = jest.spyOn(component.versionsUpdated, 'emit')
-    const selectedEmitSpy = jest.spyOn(component.versionSelected, 'emit')
-
-    component.onVersionFileSelected({ target: input } as Event)
-    finished$.next({ taskId: 'task-1' })
-
-    expect(documentService.uploadVersion).toHaveBeenCalledWith(
-      3,
-      file,
-      'Updated scan'
-    )
-    expect(toastService.showInfo).toHaveBeenCalled()
-    expect(documentService.getVersions).toHaveBeenCalledWith(3)
-    expect(versionsEmitSpy).toHaveBeenCalledWith(versions)
-    expect(selectedEmitSpy).toHaveBeenCalledWith(20)
-    expect(component.newVersionLabel).toEqual('')
-    expect(component.versionUploadState).toEqual(UploadState.Idle)
-    expect(component.versionUploadError).toBeNull()
-  })
-
-  it('onVersionFileSelected should set failed state after websocket failure', () => {
-    const file = new File(['test'], 'new-version.pdf', {
-      type: 'application/pdf',
-    })
-    const input = document.createElement('input')
-    Object.defineProperty(input, 'files', { value: [file] })
-    documentService.uploadVersion.mockReturnValue(of('task-1'))
-
-    component.onVersionFileSelected({ target: input } as Event)
-    failed$.next({ taskId: 'task-1', message: 'processing failed' })
-
-    expect(component.versionUploadState).toEqual(UploadState.Failed)
-    expect(component.versionUploadError).toEqual('processing failed')
-    expect(documentService.getVersions).not.toHaveBeenCalled()
-  })
-
-  it('onVersionFileSelected should fail when backend response has no task id', () => {
-    const file = new File(['test'], 'new-version.pdf', {
-      type: 'application/pdf',
-    })
-    const input = document.createElement('input')
-    Object.defineProperty(input, 'files', { value: [file] })
-    documentService.uploadVersion.mockReturnValue(of({} as any))
-
-    component.onVersionFileSelected({ target: input } as Event)
-
-    expect(component.versionUploadState).toEqual(UploadState.Failed)
-    expect(component.versionUploadError).toEqual('Missing task ID.')
-    expect(documentService.getVersions).not.toHaveBeenCalled()
-  })
-
-  it('onVersionFileSelected should show error when upload request fails', () => {
-    const file = new File(['test'], 'new-version.pdf', {
-      type: 'application/pdf',
-    })
-    const input = document.createElement('input')
-    Object.defineProperty(input, 'files', { value: [file] })
-    const error = new Error('upload failed')
-    documentService.uploadVersion.mockReturnValue(throwError(() => error))
-
-    component.onVersionFileSelected({ target: input } as Event)
-
-    expect(component.versionUploadState).toEqual(UploadState.Failed)
-    expect(component.versionUploadError).toEqual('upload failed')
-    expect(toastService.showError).toHaveBeenCalledWith(
-      'Error uploading new version',
-      error
-    )
-  })
-
-  it('ngOnChanges should clear upload status on document switch', () => {
-    component.versionUploadState = UploadState.Failed
-    component.versionUploadError = 'something failed'
-    component.editingVersionId = 10
-    component.versionLabelDraft = 'draft'
-
-    component.ngOnChanges({
-      documentId: new SimpleChange(3, 4, false),
-    })
-
-    expect(component.versionUploadState).toEqual(UploadState.Idle)
-    expect(component.versionUploadError).toBeNull()
-    expect(component.editingVersionId).toBeNull()
-    expect(component.versionLabelDraft).toEqual('')
-  })
-})
--- a/src-ui/src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts
+++ b/src-ui/src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts
@@ -1,281 +0,0 @@
-import { SlicePipe } from '@angular/common'
-import {
-  Component,
-  EventEmitter,
-  inject,
-  Input,
-  OnChanges,
-  OnDestroy,
-  Output,
-  SimpleChanges,
-} from '@angular/core'
-import { FormsModule } from '@angular/forms'
-import { NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
-import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
-import { merge, of, Subject } from 'rxjs'
-import {
-  filter,
-  finalize,
-  first,
-  map,
-  switchMap,
-  take,
-  takeUntil,
-  tap,
-} from 'rxjs/operators'
-import { DocumentVersionInfo } from 'src/app/data/document'
-import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
-import { DocumentService } from 'src/app/services/rest/document.service'
-import { ToastService } from 'src/app/services/toast.service'
-import {
-  UploadState,
-  WebsocketStatusService,
-} from 'src/app/services/websocket-status.service'
-import { ConfirmButtonComponent } from '../../common/confirm-button/confirm-button.component'
-
-@Component({
-  selector: 'pngx-document-version-dropdown',
-  templateUrl: './document-version-dropdown.component.html',
-  styleUrls: ['./document-version-dropdown.component.scss'],
-  imports: [
-    FormsModule,
-    NgbDropdownModule,
-    NgxBootstrapIconsModule,
-    ConfirmButtonComponent,
-    SlicePipe,
-    CustomDatePipe,
-  ],
-})
-export class DocumentVersionDropdownComponent implements OnChanges, OnDestroy {
-  UploadState = UploadState
-
-  @Input() documentId: number
-  @Input() versions: DocumentVersionInfo[] = []
-  @Input() selectedVersionId: number
-  @Input() userCanEdit: boolean = false
-  @Input() userIsOwner: boolean = false
-
-  @Output() versionSelected = new EventEmitter<number>()
-  @Output() versionsUpdated = new EventEmitter<DocumentVersionInfo[]>()
-
-  newVersionLabel: string = ''
-  versionUploadState: UploadState = UploadState.Idle
-  versionUploadError: string | null = null
-  savingVersionLabelId: number | null = null
-  editingVersionId: number | null = null
-  versionLabelDraft: string = ''
-
-  private readonly documentsService = inject(DocumentService)
-  private readonly toastService = inject(ToastService)
-  private readonly websocketStatusService = inject(WebsocketStatusService)
-  private readonly destroy$ = new Subject<void>()
-  private readonly documentChange$ = new Subject<void>()
-
-  ngOnChanges(changes: SimpleChanges): void {
-    if (changes.documentId && !changes.documentId.firstChange) {
-      this.documentChange$.next()
-      this.clearVersionUploadStatus()
-      this.cancelEditingVersion()
-    }
-  }
-
-  ngOnDestroy(): void {
-    this.documentChange$.next()
-    this.documentChange$.complete()
-    this.destroy$.next()
-    this.destroy$.complete()
-  }
-
-  selectVersion(versionId: number): void {
-    this.versionSelected.emit(versionId)
-  }
-
-  get canEditLabels(): boolean {
-    return this.userIsOwner && this.userCanEdit
-  }
-
-  isEditingVersion(versionId: number): boolean {
-    return this.editingVersionId === versionId
-  }
-
-  beginEditingVersion(version: DocumentVersionInfo, event?: Event): void {
-    event?.preventDefault()
-    event?.stopPropagation()
-    if (!this.canEditLabels || this.savingVersionLabelId !== null) return
-    this.editingVersionId = version.id
-    this.versionLabelDraft = version.version_label ?? ''
-  }
-
-  cancelEditingVersion(event?: Event): void {
-    event?.preventDefault()
-    event?.stopPropagation()
-    this.editingVersionId = null
-    this.versionLabelDraft = ''
-  }
-
-  submitEditedVersionLabel(version: DocumentVersionInfo, event?: Event): void {
-    event?.preventDefault()
-    event?.stopPropagation()
-    if (this.savingVersionLabelId !== null) return
-    const nextLabel = this.versionLabelDraft?.trim() || null
-    const currentLabel = version.version_label?.trim() || null
-    if (nextLabel === currentLabel) {
-      this.cancelEditingVersion()
-      return
-    }
-    this.saveVersionLabel(version.id, nextLabel)
-    this.cancelEditingVersion()
-  }
-
-  deleteVersion(versionId: number): void {
-    const wasSelected = this.selectedVersionId === versionId
-    this.documentsService
-      .deleteVersion(this.documentId, versionId)
-      .pipe(
-        switchMap((result) =>
-          this.documentsService
-            .getVersions(this.documentId)
-            .pipe(map((doc) => ({ doc, result })))
-        ),
-        first(),
-        takeUntil(this.destroy$)
-      )
-      .subscribe({
-        next: ({ doc, result }) => {
-          if (doc?.versions) {
-            this.versionsUpdated.emit(doc.versions)
-          }
-
-          if (wasSelected || this.selectedVersionId === versionId) {
-            const fallbackId = result?.current_version_id ?? this.documentId
-            this.versionSelected.emit(fallbackId)
-          }
-        },
-        error: (error) => {
-          this.toastService.showError($localize`Error deleting version`, error)
-        },
-      })
-  }
-
-  saveVersionLabel(versionId: number, versionLabel: string | null): void {
-    if (this.savingVersionLabelId !== null) return
-    this.savingVersionLabelId = versionId
-    this.documentsService
-      .updateVersionLabel(this.documentId, versionId, versionLabel)
-      .pipe(
-        first(),
-        finalize(() => {
-          if (this.savingVersionLabelId === versionId) {
-            this.savingVersionLabelId = null
-          }
-        }),
-        takeUntil(this.destroy$)
-      )
-      .subscribe({
-        next: (updatedVersion) => {
-          const updatedVersions = this.versions.map((version) =>
-            version.id === versionId
-              ? {
-                  ...version,
-                  version_label: updatedVersion.version_label,
-                }
-              : version
-          )
-          this.versionsUpdated.emit(updatedVersions)
-        },
-        error: (error) => {
-          this.toastService.showError(
-            $localize`Error updating version label`,
-            error
-          )
-        },
-      })
-  }
-
-  onVersionFileSelected(event: Event): void {
-    const input = event.target as HTMLInputElement
-    if (!input?.files || input.files.length === 0) return
-    const uploadDocumentId = this.documentId
-    const file = input.files[0]
-    input.value = ''
-    const label = this.newVersionLabel?.trim()
-    this.versionUploadState = UploadState.Uploading
-    this.versionUploadError = null
-    this.documentsService
-      .uploadVersion(uploadDocumentId, file, label)
-      .pipe(
-        first(),
-        tap(() => {
-          this.toastService.showInfo(
-            $localize`Uploading new version. Processing will happen in the background.`
-          )
-          this.newVersionLabel = ''
-          this.versionUploadState = UploadState.Processing
-        }),
-        map((taskId) =>
-          typeof taskId === 'string'
-            ? taskId
-            : (taskId as { task_id?: string })?.task_id
-        ),
-        switchMap((taskId) => {
-          if (!taskId) {
-            this.versionUploadState = UploadState.Failed
-            this.versionUploadError = $localize`Missing task ID.`
-            return of(null)
-          }
-          return merge(
-            this.websocketStatusService.onDocumentConsumptionFinished().pipe(
-              filter((status) => status.taskId === taskId),
-              map(() => ({ state: 'success' as const }))
-            ),
-            this.websocketStatusService.onDocumentConsumptionFailed().pipe(
-              filter((status) => status.taskId === taskId),
-              map((status) => ({
-                state: 'failed' as const,
-                message: status.message,
-              }))
-            )
-          ).pipe(takeUntil(merge(this.destroy$, this.documentChange$)), take(1))
-        }),
-        switchMap((result) => {
-          if (result?.state !== 'success') {
-            if (result?.state === 'failed') {
-              this.versionUploadState = UploadState.Failed
-              this.versionUploadError =
-                result.message || $localize`Upload failed.`
-            }
-            return of(null)
-          }
-          return this.documentsService.getVersions(uploadDocumentId)
-        }),
-        takeUntil(this.destroy$),
-        takeUntil(this.documentChange$)
-      )
-      .subscribe({
-        next: (doc) => {
-          if (uploadDocumentId !== this.documentId) return
-          if (doc?.versions) {
-            this.versionsUpdated.emit(doc.versions)
-            this.versionSelected.emit(
-              Math.max(...doc.versions.map((version) => version.id))
-            )
-            this.clearVersionUploadStatus()
-          }
-        },
-        error: (error) => {
-          if (uploadDocumentId !== this.documentId) return
-          this.versionUploadState = UploadState.Failed
-          this.versionUploadError = error?.message || $localize`Upload failed.`
-          this.toastService.showError(
-            $localize`Error uploading new version`,
-            error
-          )
-        },
-      })
-  }
-
-  clearVersionUploadStatus(): void {
-    this.versionUploadState = UploadState.Idle
-    this.versionUploadError = null
-  }
-}
--- a/src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.html
+++ b/src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.html
@@ -62,9 +62,9 @@

@if (!loading || data.length > 0) {
  <div class="d-flex mb-2">
-    @if (displayCollectionSize > 0) {
+    @if (collectionSize > 0) {
      <div>
-        <ng-container i18n>{displayCollectionSize, plural, =1 {One {{typeName}}} other {{{displayCollectionSize || 0}} total {{typeNamePlural}}}}</ng-container>
+        <ng-container i18n>{collectionSize, plural, =1 {One {{typeName}}} other {{{collectionSize || 0}} total {{typeNamePlural}}}}</ng-container>
        @if (selectedObjects.size > 0) {
          &nbsp;({{selectedObjects.size}} selected)
        }
--- a/src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.spec.ts
+++ b/src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.spec.ts
@@ -231,7 +231,7 @@ describe('ManagementListComponent', () => {
    expect(reloadSpy).toHaveBeenCalled()
  })

-  it('should use API count for pagination and all ids for displayed total', fakeAsync(() => {
+  it('should use the all list length for collection size when provided', fakeAsync(() => {
    jest.spyOn(tagService, 'listFiltered').mockReturnValueOnce(
      of({
        count: 1,
@@ -243,8 +243,7 @@ describe('ManagementListComponent', () => {
    component.reloadData()
    tick(100)

-    expect(component.collectionSize).toBe(1)
-    expect(component.displayCollectionSize).toBe(3)
+    expect(component.collectionSize).toBe(3)
  }))

  it('should support quick filter for objects', () => {
--- a/src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.ts
+++ b/src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.ts
@@ -27,7 +27,6 @@ import {
  MatchingModel,
 } from 'src/app/data/matching-model'
 import { ObjectWithPermissions } from 'src/app/data/object-with-permissions'
-import { Results } from 'src/app/data/results'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import {
  SortableDirective,
@@ -95,7 +94,6 @@ export abstract class ManagementListComponent<T extends MatchingModel>
  public page = 1

  public collectionSize = 0
-  public displayCollectionSize = 0

  public sortField: string
  public sortReverse: boolean
@@ -149,14 +147,6 @@ export abstract class ManagementListComponent<T extends MatchingModel>
    return data
  }

-  protected getCollectionSize(results: Results<T>): number {
-    return results.all?.length ?? results.count
-  }
-
-  protected getDisplayCollectionSize(results: Results<T>): number {
-    return this.getCollectionSize(results)
-  }
-
  getDocumentCount(object: MatchingModel): number {
    return (
      object.document_count ??
@@ -187,8 +177,7 @@ export abstract class ManagementListComponent<T extends MatchingModel>
        tap((c) => {
          this.unfilteredData = c.results
          this.data = this.filterData(c.results)
-          this.collectionSize = this.getCollectionSize(c)
-          this.displayCollectionSize = this.getDisplayCollectionSize(c)
+          this.collectionSize = c.all?.length ?? c.count
          this.allIDs = c.all
        }),
        delay(100)
--- a/src-ui/src/app/components/manage/document-attributes/management-list/tag-list/tag-list.component.ts
+++ b/src-ui/src/app/components/manage/document-attributes/management-list/tag-list/tag-list.component.ts
@@ -9,7 +9,6 @@ import {
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { TagEditDialogComponent } from 'src/app/components/common/edit-dialog/tag-edit-dialog/tag-edit-dialog.component'
 import { FILTER_HAS_TAGS_ALL } from 'src/app/data/filter-rule-type'
-import { Results } from 'src/app/data/results'
 import { Tag } from 'src/app/data/tag'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { SortableDirective } from 'src/app/directives/sortable.directive'
@@ -77,16 +76,6 @@ export class TagListComponent extends ManagementListComponent<Tag> {
    return data.filter((tag) => !tag.parent || !availableIds.has(tag.parent))
  }

-  protected override getCollectionSize(results: Results<Tag>): number {
-    // Tag list pages are requested with is_root=true (when unfiltered), so
-    // pagination must follow root count even though `all` includes descendants
-    return results.count
-  }
-
-  protected override getDisplayCollectionSize(results: Results<Tag>): number {
-    return super.getCollectionSize(results)
-  }
-
  protected override getSelectableIDs(tags: Tag[]): number[] {
    const ids: number[] = []
    for (const tag of tags.filter(Boolean)) {
--- a/src-ui/src/app/data/document.ts
+++ b/src-ui/src/app/data/document.ts
@@ -128,15 +128,15 @@ export interface Document extends ObjectWithPermissions {
  checksum?: string

  // UTC
-  created?: Date
+  created?: string // ISO string

-  modified?: Date
+  modified?: string // ISO string

-  added?: Date
+  added?: string // ISO string

  mime_type?: string

-  deleted_at?: Date
+  deleted_at?: string // ISO string

  original_file_name?: string

@@ -161,18 +161,6 @@ export interface Document extends ObjectWithPermissions {

  duplicate_documents?: Document[]

-  // Versioning
-  root_document?: number
-  versions?: DocumentVersionInfo[]
-
  // Frontend only
  __changedFields?: string[]
 }
-
-export interface DocumentVersionInfo {
-  id: number
-  added?: Date
-  version_label?: string
-  checksum?: string
-  is_root: boolean
-}
--- a/src-ui/src/app/data/websocket-document-updated-message.ts
+++ b/src-ui/src/app/data/websocket-document-updated-message.ts
@@ -0,0 +1,7 @@
+export interface WebsocketDocumentUpdatedMessage {
+  document_id: number
+  modified: string
+  owner_id?: number
+  users_can_view?: number[]
+  groups_can_view?: number[]
+}
--- a/src-ui/src/app/data/workflow-action.ts
+++ b/src-ui/src/app/data/workflow-action.ts
@@ -6,7 +6,6 @@ export enum WorkflowActionType {
  Email = 3,
  Webhook = 4,
  PasswordRemoval = 5,
-  MoveToTrash = 6,
 }

 export interface WorkflowActionEmail extends ObjectWithId {
--- a/src-ui/src/app/services/rest/document.service.spec.ts
+++ b/src-ui/src/app/services/rest/document.service.spec.ts
@@ -165,14 +165,6 @@ describe(`DocumentService`, () => {
    expect(req.request.method).toEqual('GET')
  })

-  it('should call appropriate api endpoint for versioned metadata', () => {
-    subscription = service.getMetadata(documents[0].id, 123).subscribe()
-    const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/metadata/?version=123`
-    )
-    expect(req.request.method).toEqual('GET')
-  })
-
  it('should call appropriate api endpoint for getting selection data', () => {
    const ids = [documents[0].id]
    subscription = service.getSelectionData(ids).subscribe()
@@ -241,22 +233,11 @@ describe(`DocumentService`, () => {
    )
  })

-  it('should return the correct preview URL for a specific version', () => {
-    const url = service.getPreviewUrl(documents[0].id, false, 123)
-    expect(url).toEqual(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/preview/?version=123`
-    )
-  })
-
  it('should return the correct thumb URL for a single document', () => {
    let url = service.getThumbUrl(documents[0].id)
    expect(url).toEqual(
      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/thumb/`
    )
-    url = service.getThumbUrl(documents[0].id, 123)
-    expect(url).toEqual(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/thumb/?version=123`
-    )
  })

  it('should return the correct download URL for a single document', () => {
@@ -268,22 +249,6 @@ describe(`DocumentService`, () => {
    expect(url).toEqual(
      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/download/?original=true`
    )
-    url = service.getDownloadUrl(documents[0].id, false, 123)
-    expect(url).toEqual(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/download/?version=123`
-    )
-    url = service.getDownloadUrl(documents[0].id, true, 123, true)
-    expect(url).toContain('original=true')
-    expect(url).toContain('version=123')
-    expect(url).toContain('follow_formatting=true')
-  })
-
-  it('should pass optional get params for version and fields', () => {
-    subscription = service.get(documents[0].id, 123, 'content').subscribe()
-    const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/?full_perms=true&version=123&fields=content`
-    )
-    expect(req.request.method).toEqual('GET')
  })

  it('should set search query', () => {
@@ -318,77 +283,12 @@ describe(`DocumentService`, () => {
    expect(req.request.body.remove_inbox_tags).toEqual(true)
  })

-  it('should pass selected version to patch when provided', () => {
-    subscription = service.patch(documents[0], 123).subscribe()
-    const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/?version=123`
-    )
-    expect(req.request.method).toEqual('PATCH')
-  })
-
  it('should call appropriate api endpoint for getting audit log', () => {
    subscription = service.getHistory(documents[0].id).subscribe()
    const req = httpTestingController.expectOne(
      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/history/`
    )
  })
-
-  it('should call appropriate api endpoint for getting root document id', () => {
-    subscription = service.getRootId(documents[0].id).subscribe()
-    const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/root/`
-    )
-    expect(req.request.method).toEqual('GET')
-    req.flush({ root_id: documents[0].id })
-  })
-
-  it('should call appropriate api endpoint for getting document versions', () => {
-    subscription = service.getVersions(documents[0].id).subscribe()
-    const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/?fields=id,versions`
-    )
-    expect(req.request.method).toEqual('GET')
-  })
-
-  it('should call appropriate api endpoint for deleting a document version', () => {
-    subscription = service.deleteVersion(documents[0].id, 10).subscribe()
-    const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/versions/10/`
-    )
-    expect(req.request.method).toEqual('DELETE')
-    req.flush({ result: 'OK', current_version_id: documents[0].id })
-  })
-
-  it('should call appropriate api endpoint for updating a document version label', () => {
-    subscription = service
-      .updateVersionLabel(documents[0].id, 10, 'Updated label')
-      .subscribe()
-    const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/versions/10/`
-    )
-    expect(req.request.method).toEqual('PATCH')
-    expect(req.request.body).toEqual({ version_label: 'Updated label' })
-    req.flush({ id: 10, version_label: 'Updated label', is_root: false })
-  })
-
-  it('should call appropriate api endpoint for uploading a new version', () => {
-    const file = new File(['hello'], 'test.pdf', { type: 'application/pdf' })
-
-    subscription = service
-      .uploadVersion(documents[0].id, file, 'Label')
-      .subscribe()
-    const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}${endpoint}/${documents[0].id}/update_version/`
-    )
-    expect(req.request.method).toEqual('POST')
-    expect(req.request.body).toBeInstanceOf(FormData)
-
-    const body = req.request.body as FormData
-    expect(body.get('version_label')).toEqual('Label')
-    expect(body.get('document')).toBeInstanceOf(File)
-
-    req.flush('task-id')
-  })
 })

 it('should construct sort fields respecting permissions', () => {
--- a/src-ui/src/app/services/rest/document.service.ts
+++ b/src-ui/src/app/services/rest/document.service.ts
@@ -7,7 +7,6 @@ import {
  DOCUMENT_SORT_FIELDS,
  DOCUMENT_SORT_FIELDS_FULLTEXT,
  Document,
-  DocumentVersionInfo,
 } from 'src/app/data/document'
 import { DocumentMetadata } from 'src/app/data/document-metadata'
 import { DocumentSuggestions } from 'src/app/data/document-suggestions'
@@ -156,123 +155,44 @@ export class DocumentService extends AbstractPaperlessService<Document> {
    }).pipe(map((response) => response.results.map((doc) => doc.id)))
  }

-  get(
-    id: number,
-    versionID: number = null,
-    fields: string = null
-  ): Observable<Document> {
-    const params: { full_perms: boolean; version?: string; fields?: string } = {
-      full_perms: true,
-    }
-    if (versionID) {
-      params.version = versionID.toString()
-    }
-    if (fields) {
-      params.fields = fields
-    }
+  get(id: number): Observable<Document> {
    return this.http.get<Document>(this.getResourceUrl(id), {
-      params,
+      params: {
+        full_perms: true,
+      },
    })
  }

-  getPreviewUrl(
-    id: number,
-    original: boolean = false,
-    versionID: number = null
-  ): string {
+  getPreviewUrl(id: number, original: boolean = false): string {
    let url = new URL(this.getResourceUrl(id, 'preview'))
    if (this._searchQuery) url.hash = `#search="${this.searchQuery}"`
    if (original) {
      url.searchParams.append('original', 'true')
    }
-    if (versionID) {
-      url.searchParams.append('version', versionID.toString())
-    }
    return url.toString()
  }

-  getThumbUrl(id: number, versionID: number = null): string {
-    let url = new URL(this.getResourceUrl(id, 'thumb'))
-    if (versionID) {
-      url.searchParams.append('version', versionID.toString())
-    }
-    return url.toString()
+  getThumbUrl(id: number): string {
+    return this.getResourceUrl(id, 'thumb')
  }

-  getDownloadUrl(
-    id: number,
-    original: boolean = false,
-    versionID: number = null,
-    followFormatting: boolean = false
-  ): string {
-    let url = new URL(this.getResourceUrl(id, 'download'))
+  getDownloadUrl(id: number, original: boolean = false): string {
+    let url = this.getResourceUrl(id, 'download')
    if (original) {
-      url.searchParams.append('original', 'true')
+      url += '?original=true'
    }
-    if (versionID) {
-      url.searchParams.append('version', versionID.toString())
-    }
-    if (followFormatting) {
-      url.searchParams.append('follow_formatting', 'true')
-    }
-    return url.toString()
-  }
-
-  uploadVersion(documentId: number, file: File, versionLabel?: string) {
-    const formData = new FormData()
-    formData.append('document', file, file.name)
-    if (versionLabel) {
-      formData.append('version_label', versionLabel)
-    }
-    return this.http.post<string>(
-      this.getResourceUrl(documentId, 'update_version'),
-      formData
-    )
-  }
-
-  getVersions(documentId: number): Observable<Document> {
-    return this.http.get<Document>(this.getResourceUrl(documentId), {
-      params: {
-        fields: 'id,versions',
-      },
-    })
-  }
-
-  getRootId(documentId: number) {
-    return this.http.get<{ root_id: number }>(
-      this.getResourceUrl(documentId, 'root')
-    )
-  }
-
-  deleteVersion(rootDocumentId: number, versionId: number) {
-    return this.http.delete<{ result: string; current_version_id: number }>(
-      this.getResourceUrl(rootDocumentId, `versions/${versionId}`)
-    )
-  }
-
-  updateVersionLabel(
-    rootDocumentId: number,
-    versionId: number,
-    versionLabel: string | null
-  ): Observable<DocumentVersionInfo> {
-    return this.http.patch<DocumentVersionInfo>(
-      this.getResourceUrl(rootDocumentId, `versions/${versionId}`),
-      { version_label: versionLabel }
-    )
+    return url
  }

  getNextAsn(): Observable<number> {
    return this.http.get<number>(this.getResourceUrl(null, 'next_asn'))
  }

-  patch(o: Document, versionID: number = null): Observable<Document> {
+  patch(o: Document): Observable<Document> {
    o.remove_inbox_tags = !!this.settingsService.get(
      SETTINGS_KEYS.DOCUMENT_EDITING_REMOVE_INBOX_TAGS
    )
-    this.clearCache()
-    return this.http.patch<Document>(this.getResourceUrl(o.id), o, {
-      params: versionID ? { version: versionID.toString() } : {},
-    })
+    return super.patch(o)
  }

  uploadDocument(formData) {
@@ -283,15 +203,8 @@ export class DocumentService extends AbstractPaperlessService<Document> {
    )
  }

-  getMetadata(
-    id: number,
-    versionID: number = null
-  ): Observable<DocumentMetadata> {
-    let url = new URL(this.getResourceUrl(id, 'metadata'))
-    if (versionID) {
-      url.searchParams.append('version', versionID.toString())
-    }
-    return this.http.get<DocumentMetadata>(url.toString())
+  getMetadata(id: number): Observable<DocumentMetadata> {
+    return this.http.get<DocumentMetadata>(this.getResourceUrl(id, 'metadata'))
  }

  bulkEdit(ids: number[], method: string, args: any) {
--- a/src-ui/src/app/services/websocket-status.service.spec.ts
+++ b/src-ui/src/app/services/websocket-status.service.spec.ts
@@ -416,4 +416,42 @@ describe('ConsumerStatusService', () => {
    websocketStatusService.disconnect()
    expect(deleted).toBeTruthy()
  })
+
+  it('should trigger updated subject on document updated', () => {
+    let updated = false
+    websocketStatusService.onDocumentUpdated().subscribe((data) => {
+      updated = true
+      expect(data.document_id).toEqual(12)
+    })
+
+    websocketStatusService.connect()
+    server.send({
+      type: WebsocketStatusType.DOCUMENT_UPDATED,
+      data: {
+        document_id: 12,
+        modified: '2026-02-17T00:00:00Z',
+        owner_id: 1,
+      },
+    })
+
+    websocketStatusService.disconnect()
+    expect(updated).toBeTruthy()
+  })
+
+  it('should ignore document updated events the user cannot view', () => {
+    let updated = false
+    websocketStatusService.onDocumentUpdated().subscribe(() => {
+      updated = true
+    })
+
+    websocketStatusService.handleDocumentUpdated({
+      document_id: 12,
+      modified: '2026-02-17T00:00:00Z',
+      owner_id: 2,
+      users_can_view: [],
+      groups_can_view: [],
+    })
+
+    expect(updated).toBeFalsy()
+  })
 })
--- a/src-ui/src/app/services/websocket-status.service.ts
+++ b/src-ui/src/app/services/websocket-status.service.ts
@@ -2,6 +2,7 @@ import { Injectable, inject } from '@angular/core'
 import { Subject } from 'rxjs'
 import { environment } from 'src/environments/environment'
 import { User } from '../data/user'
+import { WebsocketDocumentUpdatedMessage } from '../data/websocket-document-updated-message'
 import { WebsocketDocumentsDeletedMessage } from '../data/websocket-documents-deleted-message'
 import { WebsocketProgressMessage } from '../data/websocket-progress-message'
 import { SettingsService } from './settings.service'
@@ -9,6 +10,7 @@ import { SettingsService } from './settings.service'
 export enum WebsocketStatusType {
  STATUS_UPDATE = 'status_update',
  DOCUMENTS_DELETED = 'documents_deleted',
+  DOCUMENT_UPDATED = 'document_updated',
 }

 // see ProgressStatusOptions in src/documents/plugins/helpers.py
@@ -89,28 +91,24 @@ export class FileStatus {
  }
 }

-export enum UploadState {
-  Idle = 'idle',
-  Uploading = 'uploading',
-  Processing = 'processing',
-  Failed = 'failed',
-}
-
@Injectable({
  providedIn: 'root',
 })
 export class WebsocketStatusService {
-  private settingsService = inject(SettingsService)
+  private readonly settingsService = inject(SettingsService)

  private statusWebSocket: WebSocket

  private consumerStatus: FileStatus[] = []

-  private documentDetectedSubject = new Subject<FileStatus>()
-  private documentConsumptionFinishedSubject = new Subject<FileStatus>()
-  private documentConsumptionFailedSubject = new Subject<FileStatus>()
-  private documentDeletedSubject = new Subject<boolean>()
-  private connectionStatusSubject = new Subject<boolean>()
+  private readonly documentDetectedSubject = new Subject<FileStatus>()
+  private readonly documentConsumptionFinishedSubject =
+    new Subject<FileStatus>()
+  private readonly documentConsumptionFailedSubject = new Subject<FileStatus>()
+  private readonly documentDeletedSubject = new Subject<boolean>()
+  private readonly documentUpdatedSubject =
+    new Subject<WebsocketDocumentUpdatedMessage>()
+  private readonly connectionStatusSubject = new Subject<boolean>()

  private get(taskId: string, filename?: string) {
    let status =
@@ -176,7 +174,10 @@ export class WebsocketStatusService {
        data: messageData,
      }: {
        type: WebsocketStatusType
-        data: WebsocketProgressMessage | WebsocketDocumentsDeletedMessage
+        data:
+          | WebsocketProgressMessage
+          | WebsocketDocumentsDeletedMessage
+          | WebsocketDocumentUpdatedMessage
      } = JSON.parse(ev.data)

      switch (type) {
@@ -184,6 +185,12 @@ export class WebsocketStatusService {
          this.documentDeletedSubject.next(true)
          break

+        case WebsocketStatusType.DOCUMENT_UPDATED:
+          this.handleDocumentUpdated(
+            messageData as WebsocketDocumentUpdatedMessage
+          )
+          break
+
        case WebsocketStatusType.STATUS_UPDATE:
          this.handleProgressUpdate(messageData as WebsocketProgressMessage)
          break
@@ -191,7 +198,11 @@ export class WebsocketStatusService {
    }
  }

-  private canViewMessage(messageData: WebsocketProgressMessage): boolean {
+  private canViewMessage(messageData: {
+    owner_id?: number
+    users_can_view?: number[]
+    groups_can_view?: number[]
+  }): boolean {
    // see paperless.consumers.StatusConsumer._can_view
    const user: User = this.settingsService.currentUser
    return (
@@ -251,6 +262,15 @@ export class WebsocketStatusService {
    }
  }

+  handleDocumentUpdated(messageData: WebsocketDocumentUpdatedMessage) {
+    // fallback if backend didn't restrict message
+    if (!this.canViewMessage(messageData)) {
+      return
+    }
+
+    this.documentUpdatedSubject.next(messageData)
+  }
+
  fail(status: FileStatus, message: string) {
    status.message = message
    status.phase = FileStatusPhase.FAILED
@@ -304,6 +324,10 @@ export class WebsocketStatusService {
    return this.documentDeletedSubject
  }

+  onDocumentUpdated() {
+    return this.documentUpdatedSubject
+  }
+
  onConnectionStatus() {
    return this.connectionStatusSubject.asObservable()
  }
--- a/src-ui/src/main.ts
+++ b/src-ui/src/main.ts
@@ -59,7 +59,6 @@ import {
  chevronDoubleLeft,
  chevronDoubleRight,
  chevronRight,
-  circle,
  clipboard,
  clipboardCheck,
  clipboardCheckFill,
@@ -80,11 +79,9 @@ import {
  eye,
  fileEarmark,
  fileEarmarkCheck,
-  fileEarmarkDiff,
  fileEarmarkFill,
  fileEarmarkLock,
  fileEarmarkMinus,
-  fileEarmarkPlus,
  fileEarmarkRichtext,
  fileText,
  files,
@@ -281,7 +278,6 @@ const icons = {
  chevronDoubleLeft,
  chevronDoubleRight,
  chevronRight,
-  circle,
  clipboard,
  clipboardCheck,
  clipboardCheckFill,
@@ -302,11 +298,9 @@ const icons = {
  eye,
  fileEarmark,
  fileEarmarkCheck,
-  fileEarmarkDiff,
  fileEarmarkFill,
  fileEarmarkLock,
  fileEarmarkMinus,
-  fileEarmarkPlus,
  fileEarmarkRichtext,
  files,
  fileText,
--- a/src/conftest.py
+++ b/src/conftest.py
@@ -0,0 +1,11 @@
+import pytest
+from pytest_django.fixtures import SettingsWrapper
+
+
+@pytest.fixture(autouse=True)
+def in_memory_channel_layers(settings: SettingsWrapper) -> None:
+    settings.CHANNEL_LAYERS = {
+        "default": {
+            "BACKEND": "channels.layers.InMemoryChannelLayer",
+        },
+    }
--- a/src/documents/apps.py
+++ b/src/documents/apps.py
@@ -15,6 +15,7 @@ class DocumentsConfig(AppConfig):
        from documents.signals.handlers import add_to_index
        from documents.signals.handlers import run_workflows_added
        from documents.signals.handlers import run_workflows_updated
+        from documents.signals.handlers import send_websocket_document_updated
        from documents.signals.handlers import set_correspondent
        from documents.signals.handlers import set_document_type
        from documents.signals.handlers import set_storage_path
@@ -29,6 +30,7 @@ class DocumentsConfig(AppConfig):
        document_consumption_finished.connect(run_workflows_added)
        document_consumption_finished.connect(add_or_update_document_in_llm_index)
        document_updated.connect(run_workflows_updated)
+        document_updated.connect(send_websocket_document_updated)

        import documents.schema  # noqa: F401

--- a/src/documents/bulk_edit.py
+++ b/src/documents/bulk_edit.py
@@ -1,5 +1,6 @@
 from __future__ import annotations

+import hashlib
 import logging
 import tempfile
 from pathlib import Path
@@ -72,48 +73,6 @@ def restore_archive_serial_numbers(backup: dict[int, int | None]) -> None:
    logger.info(f"Restored archive serial numbers for documents {list(backup.keys())}")


-def _get_root_ids_by_doc_id(doc_ids: list[int]) -> dict[int, int]:
-    """
-    Resolve each provided document id to its root document id.
-
-    - If the id is already a root document: root id is itself.
-    - If the id is a version document: root id is its `root_document_id`.
-    """
-    qs = Document.objects.filter(id__in=doc_ids).only("id", "root_document_id")
-    return {doc.id: doc.root_document_id or doc.id for doc in qs}
-
-
-def _get_root_and_current_docs_by_root_id(
-    root_ids: set[int],
-) -> tuple[dict[int, Document], dict[int, Document]]:
-    """
-    Returns:
-      - root_docs: root_id -> root Document
-      - current_docs: root_id -> newest version Document (or root if none)
-    """
-    root_docs = {
-        doc.id: doc
-        for doc in Document.objects.filter(id__in=root_ids).select_related(
-            "owner",
-        )
-    }
-    latest_versions_by_root_id: dict[int, Document] = {}
-    for version_doc in Document.objects.filter(root_document_id__in=root_ids).order_by(
-        "root_document_id",
-        "-id",
-    ):
-        root_id = version_doc.root_document_id
-        if root_id is None:
-            continue
-        latest_versions_by_root_id.setdefault(root_id, version_doc)
-
-    current_docs: dict[int, Document] = {
-        root_id: latest_versions_by_root_id.get(root_id, root_docs[root_id])
-        for root_id in root_docs
-    }
-    return root_docs, current_docs
-
-
 def set_correspondent(
    doc_ids: list[int],
    correspondent: Correspondent,
@@ -350,29 +309,16 @@ def modify_custom_fields(
@shared_task
 def delete(doc_ids: list[int]) -> Literal["OK"]:
    try:
-        root_ids = (
-            Document.objects.filter(id__in=doc_ids, root_document__isnull=True)
-            .values_list("id", flat=True)
-            .distinct()
-        )
-        version_ids = (
-            Document.objects.filter(root_document_id__in=root_ids)
-            .exclude(id__in=doc_ids)
-            .values_list("id", flat=True)
-            .distinct()
-        )
-        delete_ids = list({*doc_ids, *version_ids})
-
-        Document.objects.filter(id__in=delete_ids).delete()
+        Document.objects.filter(id__in=doc_ids).delete()

        from documents import index

        with index.open_index_writer() as writer:
-            for id in delete_ids:
+            for id in doc_ids:
                index.remove_document_by_id(writer, id)

        status_mgr = DocumentsStatusManager()
-        status_mgr.send_documents_deleted(delete_ids)
+        status_mgr.send_documents_deleted(doc_ids)
    except Exception as e:
        if "Data too long for column" in str(e):
            logger.warning(
@@ -417,60 +363,43 @@ def set_permissions(
    return "OK"


-def rotate(
-    doc_ids: list[int],
-    degrees: int,
-    *,
-    user: User | None = None,
-) -> Literal["OK"]:
+def rotate(doc_ids: list[int], degrees: int) -> Literal["OK"]:
    logger.info(
        f"Attempting to rotate {len(doc_ids)} documents by {degrees} degrees.",
    )
-    doc_to_root_id = _get_root_ids_by_doc_id(doc_ids)
-    root_ids = set(doc_to_root_id.values())
-    root_docs_by_id, current_docs_by_root_id = _get_root_and_current_docs_by_root_id(
-        root_ids,
-    )
+    qs = Document.objects.filter(id__in=doc_ids)
+    affected_docs: list[int] = []
    import pikepdf

-    for root_id in root_ids:
-        root_doc = root_docs_by_id[root_id]
-        source_doc = current_docs_by_root_id[root_id]
-        if source_doc.mime_type != "application/pdf":
+    rotate_tasks = []
+    for doc in qs:
+        if doc.mime_type != "application/pdf":
            logger.warning(
-                f"Document {root_doc.id} is not a PDF, skipping rotation.",
+                f"Document {doc.id} is not a PDF, skipping rotation.",
            )
            continue
        try:
-            # Write rotated output to a temp file and create a new version via consume pipeline
-            filepath: Path = (
-                Path(tempfile.mkdtemp(dir=settings.SCRATCH_DIR))
-                / f"{root_doc.id}_rotated.pdf"
-            )
-            with pikepdf.open(source_doc.source_path) as pdf:
+            with pikepdf.open(doc.source_path, allow_overwriting_input=True) as pdf:
                for page in pdf.pages:
                    page.rotate(degrees, relative=True)
-                pdf.remove_unreferenced_resources()
-                pdf.save(filepath)
-
-            # Preserve metadata/permissions via overrides; mark as new version
-            overrides = DocumentMetadataOverrides().from_document(root_doc)
-            if user is not None:
-                overrides.actor_id = user.id
-
-            consume_file.delay(
-                ConsumableDocument(
-                    source=DocumentSource.ConsumeFolder,
-                    original_file=filepath,
-                    root_document_id=root_doc.id,
-                ),
-                overrides,
-            )
-            logger.info(
-                f"Queued new rotated version for document {root_doc.id} by {degrees} degrees",
-            )
+                pdf.save()
+                doc.checksum = hashlib.md5(doc.source_path.read_bytes()).hexdigest()
+                doc.save()
+                rotate_tasks.append(
+                    update_document_content_maybe_archive_file.s(
+                        document_id=doc.id,
+                    ),
+                )
+                logger.info(
+                    f"Rotated document {doc.id} by {degrees} degrees",
+                )
+                affected_docs.append(doc.id)
        except Exception as e:
-            logger.exception(f"Error rotating document {root_doc.id}: {e}")
+            logger.exception(f"Error rotating document {doc.id}: {e}")
+
+    if len(affected_docs) > 0:
+        bulk_update_task = bulk_update_documents.si(document_ids=affected_docs)
+        chord(header=rotate_tasks, body=bulk_update_task).delay()

    return "OK"

@@ -655,62 +584,30 @@ def split(
    return "OK"


-def delete_pages(
-    doc_ids: list[int],
-    pages: list[int],
-    *,
-    user: User | None = None,
-) -> Literal["OK"]:
+def delete_pages(doc_ids: list[int], pages: list[int]) -> Literal["OK"]:
    logger.info(
        f"Attempting to delete pages {pages} from {len(doc_ids)} documents",
    )
-    doc = Document.objects.select_related("root_document").get(id=doc_ids[0])
-    root_doc: Document
-    if doc.root_document_id is None or doc.root_document is None:
-        root_doc = doc
-    else:
-        root_doc = doc.root_document
-
-    source_doc = (
-        Document.objects.filter(Q(id=root_doc.id) | Q(root_document=root_doc))
-        .order_by("-id")
-        .first()
-    )
-    if source_doc is None:
-        source_doc = root_doc
+    doc = Document.objects.get(id=doc_ids[0])
    pages = sorted(pages)  # sort pages to avoid index issues
    import pikepdf

    try:
-        # Produce edited PDF to a temp file and create a new version
-        filepath: Path = (
-            Path(tempfile.mkdtemp(dir=settings.SCRATCH_DIR))
-            / f"{root_doc.id}_pages_deleted.pdf"
-        )
-        with pikepdf.open(source_doc.source_path) as pdf:
+        with pikepdf.open(doc.source_path, allow_overwriting_input=True) as pdf:
            offset = 1  # pages are 1-indexed
            for page_num in pages:
                pdf.pages.remove(pdf.pages[page_num - offset])
                offset += 1  # remove() changes the index of the pages
            pdf.remove_unreferenced_resources()
-            pdf.save(filepath)
-
-        overrides = DocumentMetadataOverrides().from_document(root_doc)
-        if user is not None:
-            overrides.actor_id = user.id
-        consume_file.delay(
-            ConsumableDocument(
-                source=DocumentSource.ConsumeFolder,
-                original_file=filepath,
-                root_document_id=root_doc.id,
-            ),
-            overrides,
-        )
-        logger.info(
-            f"Queued new version for document {root_doc.id} after deleting pages {pages}",
-        )
+            pdf.save()
+            doc.checksum = hashlib.md5(doc.source_path.read_bytes()).hexdigest()
+            if doc.page_count is not None:
+                doc.page_count = doc.page_count - len(pages)
+            doc.save()
+            update_document_content_maybe_archive_file.delay(document_id=doc.id)
+            logger.info(f"Deleted pages {pages} from document {doc.id}")
    except Exception as e:
-        logger.exception(f"Error deleting pages from document {root_doc.id}: {e}")
+        logger.exception(f"Error deleting pages from document {doc.id}: {e}")

    return "OK"

@@ -735,26 +632,13 @@ def edit_pdf(
    logger.info(
        f"Editing PDF of document {doc_ids[0]} with {len(operations)} operations",
    )
-    doc = Document.objects.select_related("root_document").get(id=doc_ids[0])
-    root_doc: Document
-    if doc.root_document_id is None or doc.root_document is None:
-        root_doc = doc
-    else:
-        root_doc = doc.root_document
-
-    source_doc = (
-        Document.objects.filter(Q(id=root_doc.id) | Q(root_document=root_doc))
-        .order_by("-id")
-        .first()
-    )
-    if source_doc is None:
-        source_doc = root_doc
+    doc = Document.objects.get(id=doc_ids[0])
    import pikepdf

    pdf_docs: list[pikepdf.Pdf] = []

    try:
-        with pikepdf.open(source_doc.source_path) as src:
+        with pikepdf.open(doc.source_path) as src:
            # prepare output documents
            max_idx = max(op.get("doc", 0) for op in operations)
            pdf_docs = [pikepdf.new() for _ in range(max_idx + 1)]
@@ -773,56 +657,42 @@ def edit_pdf(
                    dst.pages[-1].rotate(op["rotate"], relative=True)

        if update_document:
-            # Create a new version from the edited PDF rather than replacing in-place
+            temp_path = doc.source_path.with_suffix(".tmp.pdf")
            pdf = pdf_docs[0]
            pdf.remove_unreferenced_resources()
-            filepath: Path = (
-                Path(tempfile.mkdtemp(dir=settings.SCRATCH_DIR))
-                / f"{root_doc.id}_edited.pdf"
-            )
-            pdf.save(filepath)
-            overrides = (
-                DocumentMetadataOverrides().from_document(root_doc)
-                if include_metadata
-                else DocumentMetadataOverrides()
-            )
-            if user is not None:
-                overrides.owner_id = user.id
-                overrides.actor_id = user.id
-            consume_file.delay(
-                ConsumableDocument(
-                    source=DocumentSource.ConsumeFolder,
-                    original_file=filepath,
-                    root_document_id=root_doc.id,
-                ),
-                overrides,
-            )
+            # save the edited PDF to a temporary file in case of errors
+            pdf.save(temp_path)
+            # replace the original document with the edited one
+            temp_path.replace(doc.source_path)
+            doc.checksum = hashlib.md5(doc.source_path.read_bytes()).hexdigest()
+            doc.page_count = len(pdf.pages)
+            doc.save()
+            update_document_content_maybe_archive_file.delay(document_id=doc.id)
        else:
            consume_tasks = []
            overrides = (
-                DocumentMetadataOverrides().from_document(root_doc)
+                DocumentMetadataOverrides().from_document(doc)
                if include_metadata
                else DocumentMetadataOverrides()
            )
            if user is not None:
                overrides.owner_id = user.id
-                overrides.actor_id = user.id
            if not delete_original:
                overrides.skip_asn_if_exists = True
            if delete_original and len(pdf_docs) == 1:
-                overrides.asn = root_doc.archive_serial_number
+                overrides.asn = doc.archive_serial_number
            for idx, pdf in enumerate(pdf_docs, start=1):
-                version_filepath: Path = (
+                filepath: Path = (
                    Path(tempfile.mkdtemp(dir=settings.SCRATCH_DIR))
-                    / f"{root_doc.id}_edit_{idx}.pdf"
+                    / f"{doc.id}_edit_{idx}.pdf"
                )
                pdf.remove_unreferenced_resources()
-                pdf.save(version_filepath)
+                pdf.save(filepath)
                consume_tasks.append(
                    consume_file.s(
                        ConsumableDocument(
                            source=DocumentSource.ConsumeFolder,
-                            original_file=version_filepath,
+                            original_file=filepath,
                        ),
                        overrides,
                    ),
@@ -844,7 +714,7 @@ def edit_pdf(
                group(consume_tasks).delay()

    except Exception as e:
-        logger.exception(f"Error editing document {root_doc.id}: {e}")
+        logger.exception(f"Error editing document {doc.id}: {e}")
        raise ValueError(
            f"An error occurred while editing the document: {e}",
        ) from e
@@ -867,61 +737,38 @@ def remove_password(
    import pikepdf

    for doc_id in doc_ids:
-        doc = Document.objects.select_related("root_document").get(id=doc_id)
-        root_doc: Document
-        if doc.root_document_id is None or doc.root_document is None:
-            root_doc = doc
-        else:
-            root_doc = doc.root_document
-
-        source_doc = (
-            Document.objects.filter(Q(id=root_doc.id) | Q(root_document=root_doc))
-            .order_by("-id")
-            .first()
-        )
-        if source_doc is None:
-            source_doc = root_doc
+        doc = Document.objects.get(id=doc_id)
        try:
            logger.info(
                f"Attempting password removal from document {doc_ids[0]}",
            )
-            with pikepdf.open(source_doc.source_path, password=password) as pdf:
-                filepath: Path = (
-                    Path(tempfile.mkdtemp(dir=settings.SCRATCH_DIR))
-                    / f"{root_doc.id}_unprotected.pdf"
-                )
+            with pikepdf.open(doc.source_path, password=password) as pdf:
+                temp_path = doc.source_path.with_suffix(".tmp.pdf")
                pdf.remove_unreferenced_resources()
-                pdf.save(filepath)
+                pdf.save(temp_path)

                if update_document:
-                    # Create a new version rather than modifying the root/original in place.
-                    overrides = (
-                        DocumentMetadataOverrides().from_document(root_doc)
-                        if include_metadata
-                        else DocumentMetadataOverrides()
-                    )
-                    if user is not None:
-                        overrides.owner_id = user.id
-                        overrides.actor_id = user.id
-                    consume_file.delay(
-                        ConsumableDocument(
-                            source=DocumentSource.ConsumeFolder,
-                            original_file=filepath,
-                            root_document_id=root_doc.id,
-                        ),
-                        overrides,
-                    )
+                    # replace the original document with the unprotected one
+                    temp_path.replace(doc.source_path)
+                    doc.checksum = hashlib.md5(doc.source_path.read_bytes()).hexdigest()
+                    doc.page_count = len(pdf.pages)
+                    doc.save()
+                    update_document_content_maybe_archive_file.delay(document_id=doc.id)
                else:
                    consume_tasks = []
                    overrides = (
-                        DocumentMetadataOverrides().from_document(root_doc)
+                        DocumentMetadataOverrides().from_document(doc)
                        if include_metadata
                        else DocumentMetadataOverrides()
                    )
                    if user is not None:
                        overrides.owner_id = user.id
-                        overrides.actor_id = user.id

+                    filepath: Path = (
+                        Path(tempfile.mkdtemp(dir=settings.SCRATCH_DIR))
+                        / f"{doc.id}_unprotected.pdf"
+                    )
+                    temp_path.replace(filepath)
                    consume_tasks.append(
                        consume_file.s(
                            ConsumableDocument(
@@ -933,17 +780,12 @@ def remove_password(
                    )

                    if delete_original:
-                        chord(
-                            header=consume_tasks,
-                            body=delete.si([doc.id]),
-                        ).delay()
+                        chord(header=consume_tasks, body=delete.si([doc.id])).delay()
                    else:
                        group(consume_tasks).delay()

        except Exception as e:
-            logger.exception(
-                f"Error removing password from document {root_doc.id}: {e}",
-            )
+            logger.exception(f"Error removing password from document {doc.id}: {e}")
            raise ValueError(
                f"An error occurred while removing the password: {e}",
            ) from e
--- a/src/documents/conditionals.py
+++ b/src/documents/conditionals.py
@@ -1,6 +1,5 @@
 from datetime import datetime
 from datetime import timezone
-from typing import Any

 from django.conf import settings
 from django.core.cache import cache
@@ -13,7 +12,6 @@ from documents.caching import CLASSIFIER_VERSION_KEY
 from documents.caching import get_thumbnail_modified_key
 from documents.classifier import DocumentClassifier
 from documents.models import Document
-from documents.versioning import resolve_effective_document_by_pk


 def suggestions_etag(request, pk: int) -> str | None:
@@ -73,10 +71,12 @@ def metadata_etag(request, pk: int) -> str | None:
    Metadata is extracted from the original file, so use its checksum as the
    ETag
    """
-    doc = resolve_effective_document_by_pk(pk, request).document
-    if doc is None:
+    try:
+        doc = Document.objects.only("checksum").get(pk=pk)
+        return doc.checksum
+    except Document.DoesNotExist:  # pragma: no cover
        return None
-    return doc.checksum
+    return None


 def metadata_last_modified(request, pk: int) -> datetime | None:
@@ -85,25 +85,28 @@ def metadata_last_modified(request, pk: int) -> datetime | None:
    not the modification of the original file, but of the database object, but might as well
    error on the side of more cautious
    """
-    doc = resolve_effective_document_by_pk(pk, request).document
-    if doc is None:
+    try:
+        doc = Document.objects.only("modified").get(pk=pk)
+        return doc.modified
+    except Document.DoesNotExist:  # pragma: no cover
        return None
-    return doc.modified
+    return None


 def preview_etag(request, pk: int) -> str | None:
    """
    ETag for the document preview, using the original or archive checksum, depending on the request
    """
-    doc = resolve_effective_document_by_pk(pk, request).document
-    if doc is None:
+    try:
+        doc = Document.objects.only("checksum", "archive_checksum").get(pk=pk)
+        use_original = (
+            "original" in request.query_params
+            and request.query_params["original"] == "true"
+        )
+        return doc.checksum if use_original else doc.archive_checksum
+    except Document.DoesNotExist:  # pragma: no cover
        return None
-    use_original = (
-        hasattr(request, "query_params")
-        and "original" in request.query_params
-        and request.query_params["original"] == "true"
-    )
-    return doc.checksum if use_original else doc.archive_checksum
+    return None


 def preview_last_modified(request, pk: int) -> datetime | None:
@@ -111,25 +114,24 @@ def preview_last_modified(request, pk: int) -> datetime | None:
    Uses the documents modified time to set the Last-Modified header.  Not strictly
    speaking correct, but close enough and quick
    """
-    doc = resolve_effective_document_by_pk(pk, request).document
-    if doc is None:
+    try:
+        doc = Document.objects.only("modified").get(pk=pk)
+        return doc.modified
+    except Document.DoesNotExist:  # pragma: no cover
        return None
-    return doc.modified
+    return None


-def thumbnail_last_modified(request: Any, pk: int) -> datetime | None:
+def thumbnail_last_modified(request, pk: int) -> datetime | None:
    """
    Returns the filesystem last modified either from cache or from filesystem.
    Cache should be (slightly?) faster than filesystem
    """
    try:
-        doc = resolve_effective_document_by_pk(pk, request).document
-        if doc is None:
-            return None
+        doc = Document.objects.only("pk").get(pk=pk)
        if not doc.thumbnail_path.exists():
            return None
-        # Use the effective document id for cache key
-        doc_key = get_thumbnail_modified_key(doc.id)
+        doc_key = get_thumbnail_modified_key(pk)

        cache_hit = cache.get(doc_key)
        if cache_hit is not None:
@@ -143,5 +145,5 @@ def thumbnail_last_modified(request: Any, pk: int) -> datetime | None:
        )
        cache.set(doc_key, last_modified, CACHE_50_MINUTES)
        return last_modified
-    except (Document.DoesNotExist, OSError):  # pragma: no cover
+    except Document.DoesNotExist:  # pragma: no cover
        return None
--- a/src/documents/consumer.py
+++ b/src/documents/consumer.py
@@ -102,12 +102,6 @@ class ConsumerStatusShortMessage(str, Enum):


 class ConsumerPluginMixin:
-    if TYPE_CHECKING:
-        from logging import Logger
-        from logging import LoggerAdapter
-
-        log: "LoggerAdapter"  # type: ignore[type-arg]
-
    def __init__(
        self,
        input_doc: ConsumableDocument,
@@ -122,22 +116,6 @@ class ConsumerPluginMixin:

        self.filename = self.metadata.filename or self.input_doc.original_file.name

-        if input_doc.root_document_id:
-            self.log.debug(
-                f"Document root document id: {input_doc.root_document_id}",
-            )
-            root_document = Document.objects.get(pk=input_doc.root_document_id)
-            version_index = Document.objects.filter(root_document=root_document).count()
-            filename_path = Path(self.filename)
-            if filename_path.suffix:
-                self.filename = str(
-                    filename_path.with_name(
-                        f"{filename_path.stem}_v{version_index}{filename_path.suffix}",
-                    ),
-                )
-            else:
-                self.filename = f"{self.filename}_v{version_index}"
-
    def _send_progress(
        self,
        current_progress: int,
@@ -183,41 +161,6 @@ class ConsumerPlugin(
 ):
    logging_name = LOGGING_NAME

-    def _clone_root_into_version(
-        self,
-        root_doc: Document,
-        *,
-        text: str | None,
-        page_count: int | None,
-        mime_type: str,
-    ) -> Document:
-        self.log.debug("Saving record for updated version to database")
-        version_doc = Document.objects.get(pk=root_doc.pk)
-        setattr(version_doc, "pk", None)
-        version_doc.root_document = root_doc
-        file_for_checksum = (
-            self.unmodified_original
-            if self.unmodified_original is not None
-            else self.working_copy
-        )
-        version_doc.checksum = hashlib.md5(
-            file_for_checksum.read_bytes(),
-        ).hexdigest()
-        version_doc.content = text or ""
-        version_doc.page_count = page_count
-        version_doc.mime_type = mime_type
-        version_doc.original_filename = self.filename
-        version_doc.storage_path = root_doc.storage_path
-        # Clear unique file path fields so they can be generated uniquely later
-        version_doc.filename = None
-        version_doc.archive_filename = None
-        version_doc.archive_checksum = None
-        if self.metadata.version_label is not None:
-            version_doc.version_label = self.metadata.version_label
-        version_doc.added = timezone.now()
-        version_doc.modified = timezone.now()
-        return version_doc
-
    def run_pre_consume_script(self) -> None:
        """
        If one is configured and exists, run the pre-consume script and
@@ -534,65 +477,12 @@ class ConsumerPlugin(
        try:
            with transaction.atomic():
                # store the document.
-                if self.input_doc.root_document_id:
-                    # If this is a new version of an existing document, we need
-                    # to make sure we're not creating a new document, but updating
-                    # the existing one.
-                    root_doc = Document.objects.get(
-                        pk=self.input_doc.root_document_id,
-                    )
-                    original_document = self._clone_root_into_version(
-                        root_doc,
-                        text=text,
-                        page_count=page_count,
-                        mime_type=mime_type,
-                    )
-                    actor = None
-
-                    # Save the new version, potentially creating an audit log entry for the version addition if enabled.
-                    if (
-                        settings.AUDIT_LOG_ENABLED
-                        and self.metadata.actor_id is not None
-                    ):
-                        actor = User.objects.filter(pk=self.metadata.actor_id).first()
-                        if actor is not None:
-                            from auditlog.context import (  # type: ignore[import-untyped]
-                                set_actor,
-                            )
-
-                            with set_actor(actor):
-                                original_document.save()
-                        else:
-                            original_document.save()
-                    else:
-                        original_document.save()
-
-                    # Create a log entry for the version addition, if enabled
-                    if settings.AUDIT_LOG_ENABLED:
-                        from auditlog.models import (  # type: ignore[import-untyped]
-                            LogEntry,
-                        )
-
-                        LogEntry.objects.log_create(
-                            instance=root_doc,
-                            changes={
-                                "Version Added": ["None", original_document.id],
-                            },
-                            action=LogEntry.Action.UPDATE,
-                            actor=actor,
-                            additional_data={
-                                "reason": "Version added",
-                                "version_id": original_document.id,
-                            },
-                        )
-                    document = original_document
-                else:
-                    document = self._store(
-                        text=text,
-                        date=date,
-                        page_count=page_count,
-                        mime_type=mime_type,
-                    )
+                document = self._store(
+                    text=text,
+                    date=date,
+                    page_count=page_count,
+                    mime_type=mime_type,
+                )

                # If we get here, it was successful. Proceed with post-consume
                # hooks. If they fail, nothing will get changed.
@@ -810,9 +700,6 @@ class ConsumerPlugin(
        if self.metadata.asn is not None:
            document.archive_serial_number = self.metadata.asn

-        if self.metadata.version_label is not None:
-            document.version_label = self.metadata.version_label
-
        if self.metadata.owner_id:
            document.owner = User.objects.get(
                pk=self.metadata.owner_id,
--- a/src/documents/data_models.py
+++ b/src/documents/data_models.py
@@ -31,8 +31,6 @@ class DocumentMetadataOverrides:
    change_groups: list[int] | None = None
    custom_fields: dict | None = None
    skip_asn_if_exists: bool = False
-    version_label: str | None = None
-    actor_id: int | None = None

    def update(self, other: "DocumentMetadataOverrides") -> "DocumentMetadataOverrides":
        """
@@ -52,12 +50,8 @@ class DocumentMetadataOverrides:
            self.storage_path_id = other.storage_path_id
        if other.owner_id is not None:
            self.owner_id = other.owner_id
-        if other.actor_id is not None:
-            self.actor_id = other.actor_id
        if other.skip_asn_if_exists:
            self.skip_asn_if_exists = True
-        if other.version_label is not None:
-            self.version_label = other.version_label

        # merge
        if self.tag_ids is None:
@@ -166,7 +160,6 @@ class ConsumableDocument:

    source: DocumentSource
    original_file: Path
-    root_document_id: int | None = None
    original_path: Path | None = None
    mailrule_id: int | None = None
    mime_type: str = dataclasses.field(init=False, default=None)
--- a/src/documents/filters.py
+++ b/src/documents/filters.py
@@ -6,10 +6,8 @@ import json
 import operator
 from contextlib import contextmanager
 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
@@ -162,37 +160,14 @@ class InboxFilter(Filter):

@extend_schema_field(serializers.CharField)
 class TitleContentFilter(Filter):
-    def filter(self, qs: Any, value: Any) -> Any:
+    def filter(self, qs, value):
        value = value.strip() if isinstance(value, str) else value
        if value:
-            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 qs.filter(Q(title__icontains=value) | Q(content__icontains=value))
        else:
            return qs


-@extend_schema_field(serializers.CharField)
-class EffectiveContentFilter(Filter):
-    def filter(self, qs: Any, value: Any) -> Any:
-        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},
-            )
-
-
@extend_schema_field(serializers.BooleanField)
 class SharedByUser(Filter):
    def filter(self, qs, value):
@@ -749,11 +724,6 @@ class DocumentFilterSet(FilterSet):

    title_content = TitleContentFilter()

-    content__istartswith = EffectiveContentFilter(lookup_expr="istartswith")
-    content__iendswith = EffectiveContentFilter(lookup_expr="iendswith")
-    content__icontains = EffectiveContentFilter(lookup_expr="icontains")
-    content__iexact = EffectiveContentFilter(lookup_expr="iexact")
-
    owner__id__none = ObjectFilter(field_name="owner", exclude=True)

    custom_fields__icontains = CustomFieldsFilter()
@@ -794,6 +764,7 @@ class DocumentFilterSet(FilterSet):
        fields = {
            "id": ID_KWARGS,
            "title": CHAR_KWARGS,
+            "content": CHAR_KWARGS,
            "archive_serial_number": INT_KWARGS,
            "created": DATE_KWARGS,
            "added": DATETIME_KWARGS,
--- a/src/documents/index.py
+++ b/src/documents/index.py
@@ -158,11 +158,7 @@ def open_index_searcher() -> Searcher:
        searcher.close()


-def update_document(
-    writer: AsyncWriter,
-    doc: Document,
-    effective_content: str | None = None,
-) -> None:
+def update_document(writer: AsyncWriter, doc: Document) -> None:
    tags = ",".join([t.name for t in doc.tags.all()])
    tags_ids = ",".join([str(t.id) for t in doc.tags.all()])
    notes = ",".join([str(c.note) for c in Note.objects.filter(document=doc)])
@@ -192,7 +188,7 @@ def update_document(
    writer.update_document(
        id=doc.pk,
        title=doc.title,
-        content=effective_content or doc.content,
+        content=doc.content,
        correspondent=doc.correspondent.name if doc.correspondent else None,
        correspondent_id=doc.correspondent.id if doc.correspondent else None,
        has_correspondent=doc.correspondent is not None,
@@ -235,12 +231,9 @@ def remove_document_by_id(writer: AsyncWriter, doc_id) -> None:
    writer.delete_by_term("id", doc_id)


-def add_or_update_document(
-    document: Document,
-    effective_content: str | None = None,
-) -> None:
+def add_or_update_document(document: Document) -> None:
    with open_index_writer() as writer:
-        update_document(writer, document, effective_content=effective_content)
+        update_document(writer, document)


 def remove_document_from_index(document: Document) -> None:
--- a/src/documents/management/commands/base.py
+++ b/src/documents/management/commands/base.py
@@ -1,320 +0,0 @@
-"""
-Base command class for Paperless-ngx management commands.
-
-Provides automatic progress bar and multiprocessing support with minimal boilerplate.
-"""
-
-from __future__ import annotations
-
-import os
-from collections.abc import Iterable
-from collections.abc import Sized
-from concurrent.futures import ProcessPoolExecutor
-from concurrent.futures import as_completed
-from dataclasses import dataclass
-from typing import TYPE_CHECKING
-from typing import Any
-from typing import ClassVar
-from typing import Generic
-from typing import TypeVar
-
-from django import db
-from django.core.management import CommandError
-from django.db.models import QuerySet
-from django_rich.management import RichCommand
-from rich.console import Console
-from rich.progress import BarColumn
-from rich.progress import MofNCompleteColumn
-from rich.progress import Progress
-from rich.progress import SpinnerColumn
-from rich.progress import TextColumn
-from rich.progress import TimeElapsedColumn
-from rich.progress import TimeRemainingColumn
-
-if TYPE_CHECKING:
-    from collections.abc import Callable
-    from collections.abc import Generator
-    from collections.abc import Iterable
-    from collections.abc import Sequence
-
-    from django.core.management import CommandParser
-
-T = TypeVar("T")
-R = TypeVar("R")
-
-
-@dataclass(frozen=True, slots=True)
-class ProcessResult(Generic[T, R]):
-    """
-    Result of processing a single item in parallel.
-
-    Attributes:
-        item: The input item that was processed.
-        result: The return value from the processing function, or None if an error occurred.
-        error: The exception if processing failed, or None on success.
-    """
-
-    item: T
-    result: R | None
-    error: BaseException | None
-
-    @property
-    def success(self) -> bool:
-        """Return True if the item was processed successfully."""
-        return self.error is None
-
-
-class PaperlessCommand(RichCommand):
-    """
-    Base command class with automatic progress bar and multiprocessing support.
-
-    Features are opt-in via class attributes:
-        supports_progress_bar: Adds --no-progress-bar argument (default: True)
-        supports_multiprocessing: Adds --processes argument (default: False)
-
-    Example usage:
-
-        class Command(PaperlessCommand):
-            help = "Process all documents"
-
-            def handle(self, *args, **options):
-                documents = Document.objects.all()
-                for doc in self.track(documents, description="Processing..."):
-                    process_document(doc)
-
-        class Command(PaperlessCommand):
-            help = "Regenerate thumbnails"
-            supports_multiprocessing = True
-
-            def handle(self, *args, **options):
-                ids = list(Document.objects.values_list("id", flat=True))
-                for result in self.process_parallel(process_doc, ids):
-                    if result.error:
-                        self.console.print(f"[red]Failed: {result.error}[/red]")
-    """
-
-    supports_progress_bar: ClassVar[bool] = True
-    supports_multiprocessing: ClassVar[bool] = False
-
-    # Instance attributes set by execute() before handle() runs
-    no_progress_bar: bool
-    process_count: int
-
-    def add_arguments(self, parser: CommandParser) -> None:
-        """Add arguments based on supported features."""
-        super().add_arguments(parser)
-
-        if self.supports_progress_bar:
-            parser.add_argument(
-                "--no-progress-bar",
-                default=False,
-                action="store_true",
-                help="Disable the progress bar",
-            )
-
-        if self.supports_multiprocessing:
-            default_processes = max(1, (os.cpu_count() or 1) // 4)
-            parser.add_argument(
-                "--processes",
-                default=default_processes,
-                type=int,
-                help=f"Number of processes to use (default: {default_processes})",
-            )
-
-    def execute(self, *args: Any, **options: Any) -> str | None:
-        """
-        Set up instance state before handle() is called.
-
-        This is called by Django's command infrastructure after argument parsing
-        but before handle(). We use it to set instance attributes from options.
-        """
-        # Set progress bar state
-        if self.supports_progress_bar:
-            self.no_progress_bar = options.get("no_progress_bar", False)
-        else:
-            self.no_progress_bar = True
-
-        # Set multiprocessing state
-        if self.supports_multiprocessing:
-            self.process_count = options.get("processes", 1)
-            if self.process_count < 1:
-                raise CommandError("--processes must be at least 1")
-        else:
-            self.process_count = 1
-
-        return super().execute(*args, **options)
-
-    def _create_progress(self, description: str) -> Progress:
-        """
-        Create a configured Progress instance.
-
-        Progress output is directed to stderr to match the convention that
-        progress bars are transient UI feedback, not command output. This
-        mirrors tqdm's default behavior and prevents progress bar rendering
-        from interfering with stdout-based assertions in tests or piped
-        command output.
-
-        Args:
-            description: Text to display alongside the progress bar.
-
-        Returns:
-            A Progress instance configured with appropriate columns.
-        """
-        return Progress(
-            SpinnerColumn(),
-            TextColumn("[progress.description]{task.description}"),
-            BarColumn(),
-            MofNCompleteColumn(),
-            TimeElapsedColumn(),
-            TimeRemainingColumn(),
-            console=Console(stderr=True),
-            transient=False,
-        )
-
-    def _get_iterable_length(self, iterable: Iterable[object]) -> int | None:
-        """
-        Attempt to determine the length of an iterable without consuming it.
-
-        Tries .count() first (for Django querysets - executes SELECT COUNT(*)),
-        then falls back to len() for sequences.
-
-        Args:
-            iterable: The iterable to measure.
-
-        Returns:
-            The length if determinable, None otherwise.
-        """
-        if isinstance(iterable, QuerySet):
-            return iterable.count()
-
-        if isinstance(iterable, Sized):
-            return len(iterable)
-
-        return None
-
-    def track(
-        self,
-        iterable: Iterable[T],
-        *,
-        description: str = "Processing...",
-        total: int | None = None,
-    ) -> Generator[T, None, None]:
-        """
-        Iterate over items with an optional progress bar.
-
-        Respects --no-progress-bar flag. When disabled, simply yields items
-        without any progress display.
-
-        Args:
-            iterable: The items to iterate over.
-            description: Text to display alongside the progress bar.
-            total: Total number of items. If None, attempts to determine
-                automatically via .count() (for querysets) or len().
-
-        Yields:
-            Items from the iterable.
-
-        Example:
-            for doc in self.track(documents, description="Renaming..."):
-                process(doc)
-        """
-        if self.no_progress_bar:
-            yield from iterable
-            return
-
-        # Attempt to determine total if not provided
-        if total is None:
-            total = self._get_iterable_length(iterable)
-
-        with self._create_progress(description) as progress:
-            task_id = progress.add_task(description, total=total)
-            for item in iterable:
-                yield item
-                progress.advance(task_id)
-
-    def process_parallel(
-        self,
-        fn: Callable[[T], R],
-        items: Sequence[T],
-        *,
-        description: str = "Processing...",
-    ) -> Generator[ProcessResult[T, R], None, None]:
-        """
-        Process items in parallel with progress tracking.
-
-        When --processes=1, runs sequentially in the main process without
-        spawning subprocesses. This is critical for testing, as multiprocessing
-        breaks fixtures, mocks, and database transactions.
-
-        When --processes > 1, uses ProcessPoolExecutor and automatically closes
-        database connections before spawning workers (required for PostgreSQL).
-
-        Args:
-            fn: Function to apply to each item. Must be picklable for parallel
-                execution (i.e., defined at module level, not a lambda or closure).
-            items: Sequence of items to process.
-            description: Text to display alongside the progress bar.
-
-        Yields:
-            ProcessResult for each item, containing the item, result, and any error.
-
-        Example:
-            def regenerate_thumbnail(doc_id: int) -> Path:
-                ...
-
-            for result in self.process_parallel(regenerate_thumbnail, doc_ids):
-                if result.error:
-                    self.console.print(f"[red]Failed {result.item}[/red]")
-        """
-        total = len(items)
-
-        if self.process_count == 1:
-            # Sequential execution in main process - critical for testing
-            yield from self._process_sequential(fn, items, description, total)
-        else:
-            # Parallel execution with ProcessPoolExecutor
-            yield from self._process_parallel(fn, items, description, total)
-
-    def _process_sequential(
-        self,
-        fn: Callable[[T], R],
-        items: Sequence[T],
-        description: str,
-        total: int,
-    ) -> Generator[ProcessResult[T, R], None, None]:
-        """Process items sequentially in the main process."""
-        for item in self.track(items, description=description, total=total):
-            try:
-                result = fn(item)
-                yield ProcessResult(item=item, result=result, error=None)
-            except Exception as e:
-                yield ProcessResult(item=item, result=None, error=e)
-
-    def _process_parallel(
-        self,
-        fn: Callable[[T], R],
-        items: Sequence[T],
-        description: str,
-        total: int,
-    ) -> Generator[ProcessResult[T, R], None, None]:
-        """Process items in parallel using ProcessPoolExecutor."""
-        # Close database connections before forking - required for PostgreSQL
-        db.connections.close_all()
-
-        with self._create_progress(description) as progress:
-            task_id = progress.add_task(description, total=total)
-
-            with ProcessPoolExecutor(max_workers=self.process_count) as executor:
-                # Submit all tasks and map futures back to items
-                future_to_item = {executor.submit(fn, item): item for item in items}
-
-                # Yield results as they complete
-                for future in as_completed(future_to_item):
-                    item = future_to_item[future]
-                    try:
-                        result = future.result()
-                        yield ProcessResult(item=item, result=result, error=None)
-                    except Exception as e:
-                        yield ProcessResult(item=item, result=None, error=e)
-                    finally:
-                        progress.advance(task_id)
--- a/src/documents/management/commands/document_archiver.py
+++ b/src/documents/management/commands/document_archiver.py
@@ -1,15 +1,20 @@
 import logging
+import multiprocessing

+import tqdm
+from django import db
 from django.conf import settings
+from django.core.management.base import BaseCommand

-from documents.management.commands.base import PaperlessCommand
+from documents.management.commands.mixins import MultiProcessMixin
+from documents.management.commands.mixins import ProgressBarMixin
 from documents.models import Document
 from documents.tasks import update_document_content_maybe_archive_file

 logger = logging.getLogger("paperless.management.archiver")


-class Command(PaperlessCommand):
+class Command(MultiProcessMixin, ProgressBarMixin, BaseCommand):
    help = (
        "Using the current classification model, assigns correspondents, tags "
        "and document types to all documents, effectively allowing you to "
@@ -17,10 +22,7 @@ class Command(PaperlessCommand):
        "modified) after their initial import."
    )

-    supports_multiprocessing = True
-
    def add_arguments(self, parser):
-        super().add_arguments(parser)
        parser.add_argument(
            "-f",
            "--overwrite",
@@ -42,8 +44,13 @@ class Command(PaperlessCommand):
                "run on this specific document."
            ),
        )
+        self.add_argument_progress_bar_mixin(parser)
+        self.add_argument_processes_mixin(parser)

    def handle(self, *args, **options):
+        self.handle_processes_mixin(**options)
+        self.handle_progress_bar_mixin(**options)
+
        settings.SCRATCH_DIR.mkdir(parents=True, exist_ok=True)

        overwrite = options["overwrite"]
@@ -53,21 +60,35 @@ class Command(PaperlessCommand):
        else:
            documents = Document.objects.all()

-        document_ids = [
-            doc.id for doc in documents if overwrite or not doc.has_archive_version
-        ]
+        document_ids = list(
+            map(
+                lambda doc: doc.id,
+                filter(lambda d: overwrite or not d.has_archive_version, documents),
+            ),
+        )
+
+        # Note to future self: this prevents django from reusing database
+        # connections between processes, which is bad and does not work
+        # with postgres.
+        db.connections.close_all()

        try:
            logging.getLogger().handlers[0].level = logging.ERROR

-            for result in self.process_parallel(
-                update_document_content_maybe_archive_file,
-                document_ids,
-                description="Archiving...",
-            ):
-                if result.error:
-                    self.console.print(
-                        f"[red]Failed document {result.item}: {result.error}[/red]",
+            if self.process_count == 1:
+                for doc_id in document_ids:
+                    update_document_content_maybe_archive_file(doc_id)
+            else:  # pragma: no cover
+                with multiprocessing.Pool(self.process_count) as pool:
+                    list(
+                        tqdm.tqdm(
+                            pool.imap_unordered(
+                                update_document_content_maybe_archive_file,
+                                document_ids,
+                            ),
+                            total=len(document_ids),
+                            disable=self.no_progress_bar,
+                        ),
                    )
-        except KeyboardInterrupt:  # pragma: no cover
-            self.console.print("[yellow]Aborting...[/yellow]")
+        except KeyboardInterrupt:
+            self.stdout.write(self.style.NOTICE("Aborting..."))
--- a/src/documents/management/commands/document_fuzzy_match.py
+++ b/src/documents/management/commands/document_fuzzy_match.py
@@ -1,20 +1,24 @@
 import dataclasses
+import multiprocessing
 from typing import Final

 import rapidfuzz
+import tqdm
+from django.core.management import BaseCommand
 from django.core.management import CommandError

-from documents.management.commands.base import PaperlessCommand
+from documents.management.commands.mixins import MultiProcessMixin
+from documents.management.commands.mixins import ProgressBarMixin
 from documents.models import Document


-@dataclasses.dataclass(frozen=True, slots=True)
+@dataclasses.dataclass(frozen=True)
 class _WorkPackage:
    first_doc: Document
    second_doc: Document


-@dataclasses.dataclass(frozen=True, slots=True)
+@dataclasses.dataclass(frozen=True)
 class _WorkResult:
    doc_one_pk: int
    doc_two_pk: int
@@ -27,23 +31,22 @@ class _WorkResult:
 def _process_and_match(work: _WorkPackage) -> _WorkResult:
    """
    Does basic processing of document content, gets the basic ratio
-    and returns the result package.
+    and returns the result package
    """
+    # Normalize the string some, lower case, whitespace, etc
    first_string = rapidfuzz.utils.default_process(work.first_doc.content)
    second_string = rapidfuzz.utils.default_process(work.second_doc.content)

+    # Basic matching ratio
    match = rapidfuzz.fuzz.ratio(first_string, second_string)

    return _WorkResult(work.first_doc.pk, work.second_doc.pk, match)


-class Command(PaperlessCommand):
+class Command(MultiProcessMixin, ProgressBarMixin, BaseCommand):
    help = "Searches for documents where the content almost matches"

-    supports_multiprocessing = True
-
    def add_arguments(self, parser):
-        super().add_arguments(parser)
        parser.add_argument(
            "--ratio",
            default=85.0,
@@ -56,11 +59,16 @@ class Command(PaperlessCommand):
            action="store_true",
            help="If set, one document of matches above the ratio WILL BE DELETED",
        )
+        self.add_argument_progress_bar_mixin(parser)
+        self.add_argument_processes_mixin(parser)

    def handle(self, *args, **options):
        RATIO_MIN: Final[float] = 0.0
        RATIO_MAX: Final[float] = 100.0

+        self.handle_processes_mixin(**options)
+        self.handle_progress_bar_mixin(**options)
+
        if options["delete"]:
            self.stdout.write(
                self.style.WARNING(
@@ -72,58 +80,66 @@ class Command(PaperlessCommand):
        checked_pairs: set[tuple[int, int]] = set()
        work_pkgs: list[_WorkPackage] = []

+        # Ratio is a float from 0.0 to 100.0
        if opt_ratio < RATIO_MIN or opt_ratio > RATIO_MAX:
            raise CommandError("The ratio must be between 0 and 100")

        all_docs = Document.objects.all().order_by("id")

+        # Build work packages for processing
        for first_doc in all_docs:
            for second_doc in all_docs:
+                # doc to doc is obviously not useful
                if first_doc.pk == second_doc.pk:
                    continue
+                # Skip empty documents (e.g. password-protected)
                if first_doc.content.strip() == "" or second_doc.content.strip() == "":
                    continue
+                # Skip matching which have already been matched together
+                # doc 1 to doc 2 is the same as doc 2 to doc 1
                doc_1_to_doc_2 = (first_doc.pk, second_doc.pk)
                doc_2_to_doc_1 = doc_1_to_doc_2[::-1]
                if doc_1_to_doc_2 in checked_pairs or doc_2_to_doc_1 in checked_pairs:
                    continue
                checked_pairs.update([doc_1_to_doc_2, doc_2_to_doc_1])
+                # Actually something useful to work on now
                work_pkgs.append(_WorkPackage(first_doc, second_doc))

-        results: list[_WorkResult] = []
+        # Don't spin up a pool of 1 process
        if self.process_count == 1:
-            for work in self.track(work_pkgs, description="Matching..."):
+            results = []
+            for work in tqdm.tqdm(work_pkgs, disable=self.no_progress_bar):
                results.append(_process_and_match(work))
        else:  # pragma: no cover
-            for proc_result in self.process_parallel(
-                _process_and_match,
-                work_pkgs,
-                description="Matching...",
-            ):
-                if proc_result.error:
-                    self.console.print(
-                        f"[red]Failed: {proc_result.error}[/red]",
-                    )
-                elif proc_result.result is not None:
-                    results.append(proc_result.result)
-
-        messages: list[str] = []
-        maybe_delete_ids: list[int] = []
-        for match_result in sorted(results):
-            if match_result.ratio >= opt_ratio:
-                messages.append(
-                    self.style.NOTICE(
-                        f"Document {match_result.doc_one_pk} fuzzy match"
-                        f" to {match_result.doc_two_pk}"
-                        f" (confidence {match_result.ratio:.3f})\n",
+            with multiprocessing.Pool(processes=self.process_count) as pool:
+                results = list(
+                    tqdm.tqdm(
+                        pool.imap_unordered(_process_and_match, work_pkgs),
+                        total=len(work_pkgs),
+                        disable=self.no_progress_bar,
                    ),
                )
-                maybe_delete_ids.append(match_result.doc_two_pk)
+
+        # Check results
+        messages = []
+        maybe_delete_ids = []
+        for result in sorted(results):
+            if result.ratio >= opt_ratio:
+                messages.append(
+                    self.style.NOTICE(
+                        f"Document {result.doc_one_pk} fuzzy match"
+                        f" to {result.doc_two_pk} (confidence {result.ratio:.3f})\n",
+                    ),
+                )
+                maybe_delete_ids.append(result.doc_two_pk)

        if len(messages) == 0:
-            messages.append(self.style.SUCCESS("No matches found\n"))
-        self.stdout.writelines(messages)
-
+            messages.append(
+                self.style.SUCCESS("No matches found\n"),
+            )
+        self.stdout.writelines(
+            messages,
+        )
        if options["delete"]:
            self.stdout.write(
                self.style.NOTICE(
--- a/src/documents/management/commands/document_renamer.py
+++ b/src/documents/management/commands/document_renamer.py
@@ -1,12 +1,25 @@
+import logging
+
+import tqdm
+from django.core.management.base import BaseCommand
 from django.db.models.signals import post_save

-from documents.management.commands.base import PaperlessCommand
+from documents.management.commands.mixins import ProgressBarMixin
 from documents.models import Document


-class Command(PaperlessCommand):
-    help = "Rename all documents"
+class Command(ProgressBarMixin, BaseCommand):
+    help = "This will rename all documents to match the latest filename format."
+
+    def add_arguments(self, parser):
+        self.add_argument_progress_bar_mixin(parser)

    def handle(self, *args, **options):
-        for document in self.track(Document.objects.all(), description="Renaming..."):
+        self.handle_progress_bar_mixin(**options)
+        logging.getLogger().handlers[0].level = logging.ERROR
+
+        for document in tqdm.tqdm(
+            Document.objects.all(),
+            disable=self.no_progress_bar,
+        ):
            post_save.send(Document, instance=document, created=False)
--- a/src/documents/management/commands/document_retagger.py
+++ b/src/documents/management/commands/document_retagger.py
@@ -1,7 +1,10 @@
 import logging

+import tqdm
+from django.core.management.base import BaseCommand
+
 from documents.classifier import load_classifier
-from documents.management.commands.base import PaperlessCommand
+from documents.management.commands.mixins import ProgressBarMixin
 from documents.models import Document
 from documents.signals.handlers import set_correspondent
 from documents.signals.handlers import set_document_type
@@ -11,7 +14,7 @@ from documents.signals.handlers import set_tags
 logger = logging.getLogger("paperless.management.retagger")


-class Command(PaperlessCommand):
+class Command(ProgressBarMixin, BaseCommand):
    help = (
        "Using the current classification model, assigns correspondents, tags "
        "and document types to all documents, effectively allowing you to "
@@ -20,7 +23,6 @@ class Command(PaperlessCommand):
    )

    def add_arguments(self, parser):
-        super().add_arguments(parser)
        parser.add_argument("-c", "--correspondent", default=False, action="store_true")
        parser.add_argument("-T", "--tags", default=False, action="store_true")
        parser.add_argument("-t", "--document_type", default=False, action="store_true")
@@ -32,7 +34,7 @@ class Command(PaperlessCommand):
            action="store_true",
            help=(
                "By default this command won't try to assign a correspondent "
-                "if more than one matches the document. Use this flag if "
+                "if more than one matches the document.  Use this flag if "
                "you'd rather it just pick the first one it finds."
            ),
        )
@@ -47,6 +49,7 @@ class Command(PaperlessCommand):
                "and tags that do not match anymore due to changed rules."
            ),
        )
+        self.add_argument_progress_bar_mixin(parser)
        parser.add_argument(
            "--suggest",
            default=False,
@@ -65,6 +68,8 @@ class Command(PaperlessCommand):
        )

    def handle(self, *args, **options):
+        self.handle_progress_bar_mixin(**options)
+
        if options["inbox_only"]:
            queryset = Document.objects.filter(tags__is_inbox_tag=True)
        else:
@@ -79,7 +84,7 @@ class Command(PaperlessCommand):

        classifier = load_classifier()

-        for document in self.track(documents, description="Retagging..."):
+        for document in tqdm.tqdm(documents, disable=self.no_progress_bar):
            if options["correspondent"]:
                set_correspondent(
                    sender=None,
@@ -117,7 +122,6 @@ class Command(PaperlessCommand):
                    stdout=self.stdout,
                    style_func=self.style,
                )
-
            if options["storage_path"]:
                set_storage_path(
                    sender=None,
--- a/src/documents/management/commands/document_thumbnails.py
+++ b/src/documents/management/commands/document_thumbnails.py
@@ -1,45 +1,43 @@
 import logging
+import multiprocessing
 import shutil

-from documents.management.commands.base import PaperlessCommand
+import tqdm
+from django import db
+from django.core.management.base import BaseCommand
+
+from documents.management.commands.mixins import MultiProcessMixin
+from documents.management.commands.mixins import ProgressBarMixin
 from documents.models import Document
 from documents.parsers import get_parser_class_for_mime_type

-logger = logging.getLogger("paperless.management.thumbnails")

-
-def _process_document(doc_id: int) -> None:
+def _process_document(doc_id) -> None:
    document: Document = Document.objects.get(id=doc_id)
    parser_class = get_parser_class_for_mime_type(document.mime_type)

-    if parser_class is None:
-        logger.warning(
-            "%s: No parser for mime type %s",
-            document,
-            document.mime_type,
-        )
+    if parser_class:
+        parser = parser_class(logging_group=None)
+    else:
+        print(f"{document} No parser for mime type {document.mime_type}")  # noqa: T201
        return

-    parser = parser_class(logging_group=None)
-
    try:
        thumb = parser.get_thumbnail(
            document.source_path,
            document.mime_type,
            document.get_public_filename(),
        )
+
        shutil.move(thumb, document.thumbnail_path)
    finally:
        parser.cleanup()


-class Command(PaperlessCommand):
+class Command(MultiProcessMixin, ProgressBarMixin, BaseCommand):
    help = "This will regenerate the thumbnails for all documents."

-    supports_multiprocessing = True
-
    def add_arguments(self, parser) -> None:
-        super().add_arguments(parser)
        parser.add_argument(
            "-d",
            "--document",
@@ -51,23 +49,36 @@ class Command(PaperlessCommand):
                "run on this specific document."
            ),
        )
+        self.add_argument_progress_bar_mixin(parser)
+        self.add_argument_processes_mixin(parser)

    def handle(self, *args, **options):
        logging.getLogger().handlers[0].level = logging.ERROR

+        self.handle_processes_mixin(**options)
+        self.handle_progress_bar_mixin(**options)
+
        if options["document"]:
            documents = Document.objects.filter(pk=options["document"])
        else:
            documents = Document.objects.all()

-        ids = list(documents.values_list("id", flat=True))
+        ids = [doc.id for doc in documents]

-        for result in self.process_parallel(
-            _process_document,
-            ids,
-            description="Regenerating thumbnails...",
-        ):
-            if result.error:  # pragma: no cover
-                self.console.print(
-                    f"[red]Failed document {result.item}: {result.error}[/red]",
+        # Note to future self: this prevents django from reusing database
+        # connections between processes, which is bad and does not work
+        # with postgres.
+        db.connections.close_all()
+
+        if self.process_count == 1:
+            for doc_id in ids:
+                _process_document(doc_id)
+        else:  # pragma: no cover
+            with multiprocessing.Pool(processes=self.process_count) as pool:
+                list(
+                    tqdm.tqdm(
+                        pool.imap_unordered(_process_document, ids),
+                        total=len(ids),
+                        disable=self.no_progress_bar,
+                    ),
                )
--- a/src/documents/management/commands/mixins.py
+++ b/src/documents/management/commands/mixins.py
@@ -21,6 +21,26 @@ class CryptFields(TypedDict):
    fields: list[str]


+class MultiProcessMixin:
+    """
+    Small class to handle adding an argument and validating it
+    for the use of multiple processes
+    """
+
+    def add_argument_processes_mixin(self, parser: ArgumentParser) -> None:
+        parser.add_argument(
+            "--processes",
+            default=max(1, os.cpu_count() // 4),
+            type=int,
+            help="Number of processes to distribute work amongst",
+        )
+
+    def handle_processes_mixin(self, *args, **options) -> None:
+        self.process_count = options["processes"]
+        if self.process_count < 1:
+            raise CommandError("There must be at least 1 process")
+
+
 class ProgressBarMixin:
    """
    Many commands use a progress bar, which can be disabled
--- a/src/documents/management/commands/prune_audit_logs.py
+++ b/src/documents/management/commands/prune_audit_logs.py
@@ -1,21 +1,27 @@
 from auditlog.models import LogEntry
+from django.core.management.base import BaseCommand
 from django.db import transaction
+from tqdm import tqdm

-from documents.management.commands.base import PaperlessCommand
+from documents.management.commands.mixins import ProgressBarMixin


-class Command(PaperlessCommand):
-    """Prune the audit logs of objects that no longer exist."""
+class Command(BaseCommand, ProgressBarMixin):
+    """
+    Prune the audit logs of objects that no longer exist.
+    """

    help = "Prunes the audit logs of objects that no longer exist."

-    def handle(self, *args, **options):
+    def add_arguments(self, parser):
+        self.add_argument_progress_bar_mixin(parser)
+
+    def handle(self, **options):
+        self.handle_progress_bar_mixin(**options)
        with transaction.atomic():
-            for log_entry in self.track(
-                LogEntry.objects.all(),
-                description="Pruning audit logs...",
-            ):
+            for log_entry in tqdm(LogEntry.objects.all(), disable=self.no_progress_bar):
                model_class = log_entry.content_type.model_class()
+                # use global_objects for SoftDeleteModel
                objects = (
                    model_class.global_objects
                    if hasattr(model_class, "global_objects")
@@ -26,8 +32,8 @@ class Command(PaperlessCommand):
                    and not objects.filter(pk=log_entry.object_id).exists()
                ):
                    log_entry.delete()
-                    self.console.print(
-                        f"Deleted audit log entry for "
-                        f"{model_class.__name__} #{log_entry.object_id}",
-                        style="yellow",
+                    tqdm.write(
+                        self.style.NOTICE(
+                            f"Deleted audit log entry for {model_class.__name__} #{log_entry.object_id}",
+                        ),
                    )
--- a/src/documents/migrations/0012_alter_workflowaction_type.py
+++ b/src/documents/migrations/0012_alter_workflowaction_type.py
@@ -1,29 +0,0 @@
-# Generated by Django 5.2.11 on 2026-02-14 19:19
-
-from django.db import migrations
-from django.db import models
-
-
-class Migration(migrations.Migration):
-    dependencies = [
-        ("documents", "0011_optimize_integer_field_sizes"),
-    ]
-
-    operations = [
-        migrations.AlterField(
-            model_name="workflowaction",
-            name="type",
-            field=models.PositiveSmallIntegerField(
-                choices=[
-                    (1, "Assignment"),
-                    (2, "Removal"),
-                    (3, "Email"),
-                    (4, "Webhook"),
-                    (5, "Password removal"),
-                    (6, "Move to trash"),
-                ],
-                default=1,
-                verbose_name="Workflow Action Type",
-            ),
-        ),
-    ]
--- a/src/documents/migrations/0013_document_root_document.py
+++ b/src/documents/migrations/0013_document_root_document.py
@@ -1,37 +0,0 @@
-# Generated by Django 5.1.6 on 2025-02-26 17:08
-
-import django.db.models.deletion
-from django.db import migrations
-from django.db import models
-
-
-class Migration(migrations.Migration):
-    dependencies = [
-        ("documents", "0012_alter_workflowaction_type"),
-    ]
-
-    operations = [
-        migrations.AddField(
-            model_name="document",
-            name="root_document",
-            field=models.ForeignKey(
-                blank=True,
-                null=True,
-                on_delete=django.db.models.deletion.CASCADE,
-                related_name="versions",
-                to="documents.document",
-                verbose_name="root document for this version",
-            ),
-        ),
-        migrations.AddField(
-            model_name="document",
-            name="version_label",
-            field=models.CharField(
-                blank=True,
-                help_text="Optional short label for a document version.",
-                max_length=64,
-                null=True,
-                verbose_name="version label",
-            ),
-        ),
-    ]
--- a/src/documents/models.py
+++ b/src/documents/models.py
@@ -155,7 +155,7 @@ class StoragePath(MatchingModel):
        verbose_name_plural = _("storage paths")


-class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-missing]
+class Document(SoftDeleteModel, ModelWithOwner):
    correspondent = models.ForeignKey(
        Correspondent,
        blank=True,
@@ -308,23 +308,6 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
        ),
    )

-    root_document = models.ForeignKey(
-        "self",
-        blank=True,
-        null=True,
-        related_name="versions",
-        on_delete=models.CASCADE,
-        verbose_name=_("root document for this version"),
-    )
-
-    version_label = models.CharField(
-        _("version label"),
-        max_length=64,
-        blank=True,
-        null=True,
-        help_text=_("Optional short label for a document version."),
-    )
-
    class Meta:
        ordering = ("-created",)
        verbose_name = _("document")
@@ -436,19 +419,6 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
        tags_to_add = self.tags.model.objects.filter(id__in=tag_ids)
        self.tags.add(*tags_to_add)

-    def delete(
-        self,
-        *args,
-        **kwargs,
-    ):
-        # If deleting a root document, move all its versions to trash as well.
-        if self.root_document_id is None:
-            Document.objects.filter(root_document=self).delete()
-        return super().delete(
-            *args,
-            **kwargs,
-        )
-

 class SavedView(ModelWithOwner):
    class DisplayMode(models.TextChoices):
@@ -1439,10 +1409,6 @@ class WorkflowAction(models.Model):
            5,
            _("Password removal"),
        )
-        MOVE_TO_TRASH = (
-            6,
-            _("Move to trash"),
-        )

    type = models.PositiveSmallIntegerField(
        _("Workflow Action Type"),
@@ -1746,5 +1712,5 @@ class WorkflowRun(SoftDeleteModel):
        verbose_name = _("workflow run")
        verbose_name_plural = _("workflow runs")

-    def __str__(self) -> str:
+    def __str__(self):
        return f"WorkflowRun of {self.workflow} at {self.run_at} on {self.document}"
--- a/src/documents/plugins/helpers.py
+++ b/src/documents/plugins/helpers.py
@@ -1,4 +1,5 @@
 import enum
+from collections.abc import Mapping
 from typing import TYPE_CHECKING

 from asgiref.sync import async_to_sync
@@ -47,7 +48,7 @@ class BaseStatusManager:
            async_to_sync(self._channel.flush)
            self._channel = None

-    def send(self, payload: dict[str, str | int | None]) -> None:
+    def send(self, payload: Mapping[str, object]) -> None:
        # Ensure the layer is open
        self.open()

@@ -73,26 +74,28 @@ class ProgressManager(BaseStatusManager):
        max_progress: int,
        extra_args: dict[str, str | int | None] | None = None,
    ) -> None:
-        payload = {
-            "type": "status_update",
-            "data": {
-                "filename": self.filename,
-                "task_id": self.task_id,
-                "current_progress": current_progress,
-                "max_progress": max_progress,
-                "status": status,
-                "message": message,
-            },
+        data: dict[str, object] = {
+            "filename": self.filename,
+            "task_id": self.task_id,
+            "current_progress": current_progress,
+            "max_progress": max_progress,
+            "status": status,
+            "message": message,
        }
        if extra_args is not None:
-            payload["data"].update(extra_args)
+            data.update(extra_args)
+
+        payload: dict[str, object] = {
+            "type": "status_update",
+            "data": data,
+        }

        self.send(payload)


 class DocumentsStatusManager(BaseStatusManager):
    def send_documents_deleted(self, documents: list[int]) -> None:
-        payload = {
+        payload: dict[str, object] = {
            "type": "documents_deleted",
            "data": {
                "documents": documents,
@@ -100,3 +103,25 @@ class DocumentsStatusManager(BaseStatusManager):
        }

        self.send(payload)
+
+    def send_document_updated(
+        self,
+        *,
+        document_id: int,
+        modified: str,
+        owner_id: int | None = None,
+        users_can_view: list[int] | None = None,
+        groups_can_view: list[int] | None = None,
+    ) -> None:
+        payload: dict[str, object] = {
+            "type": "document_updated",
+            "data": {
+                "document_id": document_id,
+                "modified": modified,
+                "owner_id": owner_id,
+                "users_can_view": users_can_view or [],
+                "groups_can_view": groups_can_view or [],
+            },
+        }
+
+        self.send(payload)
--- a/src/documents/serialisers.py
+++ b/src/documents/serialisers.py
@@ -9,7 +9,6 @@ from decimal import Decimal
 from typing import TYPE_CHECKING
 from typing import Any
 from typing import Literal
-from typing import TypedDict

 import magic
 from celery import states
@@ -91,8 +90,6 @@ if TYPE_CHECKING:
    from collections.abc import Iterable

    from django.db.models.query import QuerySet
-    from rest_framework.relations import ManyRelatedField
-    from rest_framework.relations import RelatedField


 logger = logging.getLogger("paperless.serializers")
@@ -552,6 +549,28 @@ class ColorField(serializers.Field):
        return 1


+class TagSerializerVersion1(MatchingModelSerializer, OwnedObjectSerializer):
+    colour = ColorField(source="color", default="#a6cee3")
+
+    class Meta:
+        model = Tag
+        fields = (
+            "id",
+            "slug",
+            "name",
+            "colour",
+            "match",
+            "matching_algorithm",
+            "is_insensitive",
+            "is_inbox_tag",
+            "document_count",
+            "owner",
+            "permissions",
+            "user_can_change",
+            "set_permissions",
+        )
+
+
 class TagSerializer(MatchingModelSerializer, OwnedObjectSerializer):
    def get_text_color(self, obj) -> str:
        try:
@@ -1028,7 +1047,6 @@ def _get_viewable_duplicates(
    duplicates = Document.global_objects.filter(
        Q(checksum__in=checksums) | Q(archive_checksum__in=checksums),
    ).exclude(pk=document.pk)
-    duplicates = duplicates.filter(root_document__isnull=True)
    duplicates = duplicates.order_by("-created")
    allowed = get_objects_for_user_owner_aware(
        user,
@@ -1045,22 +1063,6 @@ class DuplicateDocumentSummarySerializer(serializers.Serializer):
    deleted_at = serializers.DateTimeField(allow_null=True)


-class DocumentVersionInfoSerializer(serializers.Serializer):
-    id = serializers.IntegerField()
-    added = serializers.DateTimeField()
-    version_label = serializers.CharField(required=False, allow_null=True)
-    checksum = serializers.CharField(required=False, allow_null=True)
-    is_root = serializers.BooleanField()
-
-
-class _DocumentVersionInfo(TypedDict):
-    id: int
-    added: datetime
-    version_label: str | None
-    checksum: str | None
-    is_root: bool
-
-
@extend_schema_serializer(
    deprecate_fields=["created_date"],
 )
@@ -1081,10 +1083,6 @@ class DocumentSerializer(
    duplicate_documents = SerializerMethodField()

    notes = NotesSerializer(many=True, required=False, read_only=True)
-    root_document: RelatedField[Document, Document, Any] | ManyRelatedField = (
-        serializers.PrimaryKeyRelatedField(read_only=True)
-    )
-    versions = SerializerMethodField()

    custom_fields = CustomFieldInstanceSerializer(
        many=True,
@@ -1118,44 +1116,6 @@ class DocumentSerializer(
        duplicates = _get_viewable_duplicates(obj, user)
        return list(duplicates.values("id", "title", "deleted_at"))

-    @extend_schema_field(DocumentVersionInfoSerializer(many=True))
-    def get_versions(self, obj):
-        root_doc = obj if obj.root_document_id is None else obj.root_document
-        if root_doc is None:
-            return []
-
-        prefetched_cache = getattr(obj, "_prefetched_objects_cache", None)
-        prefetched_versions = (
-            prefetched_cache.get("versions")
-            if isinstance(prefetched_cache, dict)
-            else None
-        )
-
-        versions: list[Document]
-        if prefetched_versions is not None:
-            versions = [*prefetched_versions, root_doc]
-        else:
-            versions_qs = Document.objects.filter(root_document=root_doc).only(
-                "id",
-                "added",
-                "checksum",
-                "version_label",
-            )
-            versions = [*versions_qs, root_doc]
-
-        def build_info(doc: Document) -> _DocumentVersionInfo:
-            return {
-                "id": doc.id,
-                "added": doc.added,
-                "version_label": doc.version_label,
-                "checksum": doc.checksum,
-                "is_root": doc.id == root_doc.id,
-            }
-
-        info = [build_info(doc) for doc in versions]
-        info.sort(key=lambda item: item["id"], reverse=True)
-        return info
-
    def get_original_file_name(self, obj) -> str | None:
        return obj.original_filename

@@ -1167,8 +1127,6 @@ class DocumentSerializer(

    def to_representation(self, instance):
        doc = super().to_representation(instance)
-        if "content" in self.fields and hasattr(instance, "effective_content"):
-            doc["content"] = getattr(instance, "effective_content") or ""
        if self.truncate_content and "content" in self.fields:
            doc["content"] = doc.get("content")[0:550]

@@ -1346,8 +1304,6 @@ class DocumentSerializer(
            "remove_inbox_tags",
            "page_count",
            "mime_type",
-            "root_document",
-            "versions",
        )
        list_serializer_class = OwnedObjectListSerializer

@@ -2042,38 +1998,6 @@ class PostDocumentSerializer(serializers.Serializer):
            return created.date()


-class DocumentVersionSerializer(serializers.Serializer):
-    document = serializers.FileField(
-        label="Document",
-        write_only=True,
-    )
-    version_label = serializers.CharField(
-        label="Version label",
-        required=False,
-        allow_blank=True,
-        allow_null=True,
-        max_length=64,
-    )
-
-    validate_document = PostDocumentSerializer().validate_document
-
-
-class DocumentVersionLabelSerializer(serializers.Serializer):
-    version_label = serializers.CharField(
-        label="Version label",
-        required=True,
-        allow_blank=True,
-        allow_null=True,
-        max_length=64,
-    )
-
-    def validate_version_label(self, value):
-        if value is None:
-            return None
-        normalized = value.strip()
-        return normalized or None
-
-
 class BulkDownloadSerializer(DocumentListSerializer):
    content = serializers.ChoiceField(
        choices=["archive", "originals", "both"],
@@ -2273,7 +2197,7 @@ class TasksViewSerializer(OwnedObjectSerializer):
        return list(duplicates.values("id", "title", "deleted_at"))


-class RunTaskViewSerializer(serializers.Serializer[dict[str, Any]]):
+class RunTaskViewSerializer(serializers.Serializer):
    task_name = serializers.ChoiceField(
        choices=PaperlessTask.TaskName.choices,
        label="Task Name",
@@ -2281,7 +2205,7 @@ class RunTaskViewSerializer(serializers.Serializer[dict[str, Any]]):
    )


-class AcknowledgeTasksViewSerializer(serializers.Serializer[dict[str, Any]]):
+class AcknowledgeTasksViewSerializer(serializers.Serializer):
    tasks = serializers.ListField(
        required=True,
        label="Tasks",
--- a/src/documents/signals/handlers.py
+++ b/src/documents/signals/handlers.py
@@ -4,6 +4,7 @@ import logging
 import shutil
 from pathlib import Path
 from typing import TYPE_CHECKING
+from typing import Any

 from celery import shared_task
 from celery import states
@@ -23,6 +24,7 @@ from django.db.models import Q
 from django.dispatch import receiver
 from django.utils import timezone
 from filelock import FileLock
+from rest_framework import serializers

 from documents import matching
 from documents.caching import clear_document_caches
@@ -45,10 +47,10 @@ from documents.models import WorkflowAction
 from documents.models import WorkflowRun
 from documents.models import WorkflowTrigger
 from documents.permissions import get_objects_for_user_owner_aware
+from documents.plugins.helpers import DocumentsStatusManager
 from documents.templating.utils import convert_format_str_to_template_format
 from documents.workflows.actions import build_workflow_action_context
 from documents.workflows.actions import execute_email_action
-from documents.workflows.actions import execute_move_to_trash_action
 from documents.workflows.actions import execute_password_removal_action
 from documents.workflows.actions import execute_webhook_action
 from documents.workflows.mutations import apply_assignment_to_document
@@ -59,13 +61,12 @@ from documents.workflows.utils import get_workflows_for_trigger
 from paperless.config import AIConfig

 if TYPE_CHECKING:
-    import uuid
-
    from documents.classifier import DocumentClassifier
    from documents.data_models import ConsumableDocument
    from documents.data_models import DocumentMetadataOverrides

 logger = logging.getLogger("paperless.handlers")
+DRF_DATETIME_FIELD = serializers.DateTimeField()


 def add_inbox_tags(sender, document: Document, logging_group=None, **kwargs) -> None:
@@ -725,18 +726,12 @@ def add_to_index(sender, document, **kwargs) -> None:
    from documents import index

    index.add_or_update_document(document)
-    if document.root_document_id is not None and document.root_document is not None:
-        # keep in sync when a new version is consumed.
-        index.add_or_update_document(
-            document.root_document,
-            effective_content=document.content,
-        )


 def run_workflows_added(
    sender,
    document: Document,
-    logging_group: uuid.UUID | None = None,
+    logging_group=None,
    original_file=None,
    **kwargs,
 ) -> None:
@@ -752,7 +747,7 @@ def run_workflows_added(
 def run_workflows_updated(
    sender,
    document: Document,
-    logging_group: uuid.UUID | None = None,
+    logging_group=None,
    **kwargs,
 ) -> None:
    run_workflows(
@@ -762,11 +757,33 @@ def run_workflows_updated(
    )


+def send_websocket_document_updated(
+    sender,
+    document: Document,
+    **kwargs,
+) -> None:
+    # At this point, workflows may already have applied additional changes.
+    document.refresh_from_db()
+
+    from documents.data_models import DocumentMetadataOverrides
+
+    doc_overrides = DocumentMetadataOverrides.from_document(document)
+
+    with DocumentsStatusManager() as status_mgr:
+        status_mgr.send_document_updated(
+            document_id=document.id,
+            modified=DRF_DATETIME_FIELD.to_representation(document.modified),
+            owner_id=doc_overrides.owner_id,
+            users_can_view=doc_overrides.view_users,
+            groups_can_view=doc_overrides.view_groups,
+        )
+
+
 def run_workflows(
    trigger_type: WorkflowTrigger.WorkflowTriggerType,
    document: Document | ConsumableDocument,
    workflow_to_run: Workflow | None = None,
-    logging_group: uuid.UUID | None = None,
+    logging_group=None,
    overrides: DocumentMetadataOverrides | None = None,
    original_file: Path | None = None,
 ) -> tuple[DocumentMetadataOverrides, str] | None:
@@ -792,33 +809,14 @@ def run_workflows(

    for workflow in workflows:
        if not use_overrides:
-            if TYPE_CHECKING:
-                assert isinstance(document, Document)
-            try:
-                # This can be called from bulk_update_documents, which may be running multiple times
-                # Refresh this so the matching data is fresh and instance fields are re-freshed
-                # Otherwise, this instance might be behind and overwrite the work another process did
-                document.refresh_from_db()
-                doc_tag_ids = list(document.tags.values_list("pk", flat=True))
-            except Document.DoesNotExist:
-                # Document was hard deleted by a previous workflow or another process
-                logger.info(
-                    "Document no longer exists, skipping remaining workflows",
-                    extra={"group": logging_group},
-                )
-                break
-
-            # Check if document was soft deleted (moved to trash)
-            if document.is_deleted:
-                logger.info(
-                    "Document was moved to trash, skipping remaining workflows",
-                    extra={"group": logging_group},
-                )
-                break
+            # This can be called from bulk_update_documents, which may be running multiple times
+            # Refresh this so the matching data is fresh and instance fields are re-freshed
+            # Otherwise, this instance might be behind and overwrite the work another process did
+            document.refresh_from_db()
+            doc_tag_ids = list(document.tags.values_list("pk", flat=True))

        if matching.document_matches_workflow(document, workflow, trigger_type):
            action: WorkflowAction
-            has_move_to_trash_action = False
            for action in workflow.actions.order_by("order", "pk"):
                message = f"Applying {action} from {workflow}"
                if not use_overrides:
@@ -862,8 +860,6 @@ def run_workflows(
                    )
                elif action.type == WorkflowAction.WorkflowActionType.PASSWORD_REMOVAL:
                    execute_password_removal_action(action, document, logging_group)
-                elif action.type == WorkflowAction.WorkflowActionType.MOVE_TO_TRASH:
-                    has_move_to_trash_action = True

            if not use_overrides:
                # limit title to 128 characters
@@ -878,12 +874,7 @@ def run_workflows(
                document=document if not use_overrides else None,
            )

-            if has_move_to_trash_action:
-                execute_move_to_trash_action(action, document, logging_group)
-
    if use_overrides:
-        if TYPE_CHECKING:
-            assert overrides is not None
        return overrides, "\n".join(messages)


@@ -1035,7 +1026,11 @@ def add_or_update_document_in_llm_index(sender, document, **kwargs):


@receiver(models.signals.post_delete, sender=Document)
-def delete_document_from_llm_index(sender, instance: Document, **kwargs):
+def delete_document_from_llm_index(
+    sender: Any,
+    instance: Document,
+    **kwargs: Any,
+) -> None:
    """
    Delete a document from the LLM index when it is deleted.
    """
--- a/src/documents/tasks.py
+++ b/src/documents/tasks.py
@@ -60,6 +60,7 @@ from documents.sanity_checker import SanityCheckFailedException
 from documents.signals import document_updated
 from documents.signals.handlers import cleanup_document_deletion
 from documents.signals.handlers import run_workflows
+from documents.signals.handlers import send_websocket_document_updated
 from documents.workflows.utils import get_workflows_for_trigger
 from paperless.config import AIConfig
 from paperless_ai.indexing import llm_index_add_or_update_document
@@ -156,22 +157,15 @@ def consume_file(
    if overrides is None:
        overrides = DocumentMetadataOverrides()

-    plugins: list[type[ConsumeTaskPlugin]] = (
-        [
-            ConsumerPreflightPlugin,
-            ConsumerPlugin,
-        ]
-        if input_doc.root_document_id is not None
-        else [
-            ConsumerPreflightPlugin,
-            AsnCheckPlugin,
-            CollatePlugin,
-            BarcodePlugin,
-            AsnCheckPlugin,  # Re-run ASN check after barcode reading
-            WorkflowTriggerPlugin,
-            ConsumerPlugin,
-        ]
-    )
+    plugins: list[type[ConsumeTaskPlugin]] = [
+        ConsumerPreflightPlugin,
+        AsnCheckPlugin,
+        CollatePlugin,
+        BarcodePlugin,
+        AsnCheckPlugin,  # Re-run ASN check after barcode reading
+        WorkflowTriggerPlugin,
+        ConsumerPlugin,
+    ]

    with (
        ProgressManager(
@@ -541,6 +535,11 @@ def check_scheduled_workflows() -> None:
                            workflow_to_run=workflow,
                            document=document,
                        )
+                        # Scheduled workflows dont send document_updated signal, so send a websocket update here to ensure clients are updated
+                        send_websocket_document_updated(
+                            sender=None,
+                            document=document,
+                        )


 def update_document_parent_tags(tag: Tag, new_parent: Tag) -> None:
--- a/src/documents/tests/management/init.py
+++ b/src/documents/tests/management/init.py
--- a/src/documents/tests/management/test_management_base_cmd.py
+++ b/src/documents/tests/management/test_management_base_cmd.py
@@ -1,518 +0,0 @@
-"""Tests for PaperlessCommand base class."""
-
-from __future__ import annotations
-
-import io
-from typing import TYPE_CHECKING
-
-import pytest
-from django.core.management import CommandError
-from django.db.models import QuerySet
-from rich.console import Console
-
-from documents.management.commands.base import PaperlessCommand
-from documents.management.commands.base import ProcessResult
-
-if TYPE_CHECKING:
-    from pytest_mock import MockerFixture
-
-
-# --- Test Commands ---
-# These simulate real command implementations for testing
-
-
-class SimpleCommand(PaperlessCommand):
-    """Command with default settings (progress bar, no multiprocessing)."""
-
-    help = "Simple test command"
-
-    def handle(self, *args, **options):
-        items = list(range(5))
-        results = []
-        for item in self.track(items, description="Processing..."):
-            results.append(item * 2)
-        self.stdout.write(f"Results: {results}")
-
-
-class NoProgressBarCommand(PaperlessCommand):
-    """Command with progress bar disabled."""
-
-    help = "No progress bar command"
-    supports_progress_bar = False
-
-    def handle(self, *args, **options):
-        items = list(range(3))
-        for _ in self.track(items):
-            # We don't need to actually work
-            pass
-        self.stdout.write("Done")
-
-
-class MultiprocessCommand(PaperlessCommand):
-    """Command with multiprocessing support."""
-
-    help = "Multiprocess test command"
-    supports_multiprocessing = True
-
-    def handle(self, *args, **options):
-        items = list(range(5))
-        results = []
-        for result in self.process_parallel(
-            _double_value,
-            items,
-            description="Processing...",
-        ):
-            results.append(result)
-        successes = sum(1 for r in results if r.success)
-        self.stdout.write(f"Successes: {successes}")
-
-
-# --- Helper Functions for Multiprocessing ---
-# Must be at module level to be picklable
-
-
-def _double_value(x: int) -> int:
-    """Double the input value."""
-    return x * 2
-
-
-def _divide_ten_by(x: int) -> float:
-    """Divide 10 by x. Raises ZeroDivisionError if x is 0."""
-    return 10 / x
-
-
-# --- Fixtures ---
-
-
-@pytest.fixture
-def console() -> Console:
-    """Create a non-interactive console for testing."""
-    return Console(force_terminal=False, force_interactive=False)
-
-
-@pytest.fixture
-def simple_command(console: Console) -> SimpleCommand:
-    """Create a SimpleCommand instance configured for testing."""
-    command = SimpleCommand()
-    command.stdout = io.StringIO()
-    command.stderr = io.StringIO()
-    command.console = console
-    command.no_progress_bar = True
-    command.process_count = 1
-    return command
-
-
-@pytest.fixture
-def multiprocess_command(console: Console) -> MultiprocessCommand:
-    """Create a MultiprocessCommand instance configured for testing."""
-    command = MultiprocessCommand()
-    command.stdout = io.StringIO()
-    command.stderr = io.StringIO()
-    command.console = console
-    command.no_progress_bar = True
-    command.process_count = 1
-    return command
-
-
-@pytest.fixture
-def mock_queryset():
-    """
-    Create a mock Django QuerySet that tracks method calls.
-
-    This verifies we use .count() instead of len() for querysets.
-    """
-
-    class MockQuerySet(QuerySet):
-        def __init__(self, items: list):
-            self._items = items
-            self.count_called = False
-
-        def count(self) -> int:
-            self.count_called = True
-            return len(self._items)
-
-        def __iter__(self):
-            return iter(self._items)
-
-        def __len__(self):
-            raise AssertionError("len() should not be called on querysets")
-
-    return MockQuerySet
-
-
-# --- Test Classes ---
-
-
-@pytest.mark.management
-class TestProcessResult:
-    """Tests for the ProcessResult dataclass."""
-
-    def test_success_result(self):
-        result = ProcessResult(item=1, result=2, error=None)
-
-        assert result.item == 1
-        assert result.result == 2
-        assert result.error is None
-        assert result.success is True
-
-    def test_error_result(self):
-        error = ValueError("test error")
-        result = ProcessResult(item=1, result=None, error=error)
-
-        assert result.item == 1
-        assert result.result is None
-        assert result.error is error
-        assert result.success is False
-
-
-@pytest.mark.management
-class TestPaperlessCommandArguments:
-    """Tests for argument parsing behavior."""
-
-    def test_progress_bar_argument_added_by_default(self):
-        command = SimpleCommand()
-        parser = command.create_parser("manage.py", "simple")
-
-        options = parser.parse_args(["--no-progress-bar"])
-        assert options.no_progress_bar is True
-
-        options = parser.parse_args([])
-        assert options.no_progress_bar is False
-
-    def test_progress_bar_argument_not_added_when_disabled(self):
-        command = NoProgressBarCommand()
-        parser = command.create_parser("manage.py", "noprogress")
-
-        options = parser.parse_args([])
-        assert not hasattr(options, "no_progress_bar")
-
-    def test_processes_argument_added_when_multiprocessing_enabled(self):
-        command = MultiprocessCommand()
-        parser = command.create_parser("manage.py", "multiprocess")
-
-        options = parser.parse_args(["--processes", "4"])
-        assert options.processes == 4
-
-        options = parser.parse_args([])
-        assert options.processes >= 1
-
-    def test_processes_argument_not_added_when_multiprocessing_disabled(self):
-        command = SimpleCommand()
-        parser = command.create_parser("manage.py", "simple")
-
-        options = parser.parse_args([])
-        assert not hasattr(options, "processes")
-
-
-@pytest.mark.management
-class TestPaperlessCommandExecute:
-    """Tests for the execute() setup behavior."""
-
-    @pytest.fixture
-    def base_options(self) -> dict:
-        """Base options required for execute()."""
-        return {
-            "verbosity": 1,
-            "no_color": True,
-            "force_color": False,
-            "skip_checks": True,
-        }
-
-    @pytest.mark.parametrize(
-        ("no_progress_bar_flag", "expected"),
-        [
-            pytest.param(False, False, id="progress-bar-enabled"),
-            pytest.param(True, True, id="progress-bar-disabled"),
-        ],
-    )
-    def test_no_progress_bar_state_set(
-        self,
-        base_options: dict,
-        *,
-        no_progress_bar_flag: bool,
-        expected: bool,
-    ):
-        command = SimpleCommand()
-        command.stdout = io.StringIO()
-        command.stderr = io.StringIO()
-
-        options = {**base_options, "no_progress_bar": no_progress_bar_flag}
-        command.execute(**options)
-
-        assert command.no_progress_bar is expected
-
-    def test_no_progress_bar_always_true_when_not_supported(self, base_options: dict):
-        command = NoProgressBarCommand()
-        command.stdout = io.StringIO()
-        command.stderr = io.StringIO()
-
-        command.execute(**base_options)
-
-        assert command.no_progress_bar is True
-
-    @pytest.mark.parametrize(
-        ("processes", "expected"),
-        [
-            pytest.param(1, 1, id="single-process"),
-            pytest.param(4, 4, id="four-processes"),
-        ],
-    )
-    def test_process_count_set(
-        self,
-        base_options: dict,
-        processes: int,
-        expected: int,
-    ):
-        command = MultiprocessCommand()
-        command.stdout = io.StringIO()
-        command.stderr = io.StringIO()
-
-        options = {**base_options, "processes": processes, "no_progress_bar": True}
-        command.execute(**options)
-
-        assert command.process_count == expected
-
-    @pytest.mark.parametrize(
-        "invalid_count",
-        [
-            pytest.param(0, id="zero"),
-            pytest.param(-1, id="negative"),
-        ],
-    )
-    def test_process_count_validation_rejects_invalid(
-        self,
-        base_options: dict,
-        invalid_count: int,
-    ):
-        command = MultiprocessCommand()
-        command.stdout = io.StringIO()
-        command.stderr = io.StringIO()
-
-        options = {**base_options, "processes": invalid_count, "no_progress_bar": True}
-
-        with pytest.raises(CommandError, match="--processes must be at least 1"):
-            command.execute(**options)
-
-    def test_process_count_defaults_to_one_when_not_supported(self, base_options: dict):
-        command = SimpleCommand()
-        command.stdout = io.StringIO()
-        command.stderr = io.StringIO()
-
-        options = {**base_options, "no_progress_bar": True}
-        command.execute(**options)
-
-        assert command.process_count == 1
-
-
-@pytest.mark.management
-class TestGetIterableLength:
-    """Tests for the _get_iterable_length() method."""
-
-    def test_uses_count_for_querysets(
-        self,
-        simple_command: SimpleCommand,
-        mock_queryset,
-    ):
-        """Should call .count() on Django querysets rather than len()."""
-        queryset = mock_queryset([1, 2, 3, 4, 5])
-
-        result = simple_command._get_iterable_length(queryset)
-
-        assert result == 5
-        assert queryset.count_called is True
-
-    def test_uses_len_for_sized(self, simple_command: SimpleCommand):
-        """Should use len() for sequences and other Sized types."""
-        result = simple_command._get_iterable_length([1, 2, 3, 4])
-
-        assert result == 4
-
-    def test_returns_none_for_unsized_iterables(self, simple_command: SimpleCommand):
-        """Should return None for generators and other iterables without len()."""
-        result = simple_command._get_iterable_length(x for x in [1, 2, 3])
-
-        assert result is None
-
-
-@pytest.mark.management
-class TestTrack:
-    """Tests for the track() method."""
-
-    def test_with_progress_bar_disabled(self, simple_command: SimpleCommand):
-        simple_command.no_progress_bar = True
-        items = ["a", "b", "c"]
-
-        result = list(simple_command.track(items, description="Test..."))
-
-        assert result == items
-
-    def test_with_progress_bar_enabled(self, simple_command: SimpleCommand):
-        simple_command.no_progress_bar = False
-        items = [1, 2, 3]
-
-        result = list(simple_command.track(items, description="Processing..."))
-
-        assert result == items
-
-    def test_with_explicit_total(self, simple_command: SimpleCommand):
-        simple_command.no_progress_bar = False
-
-        def gen():
-            yield from [1, 2, 3]
-
-        result = list(simple_command.track(gen(), total=3))
-
-        assert result == [1, 2, 3]
-
-    def test_with_generator_no_total(self, simple_command: SimpleCommand):
-        def gen():
-            yield from [1, 2, 3]
-
-        result = list(simple_command.track(gen()))
-
-        assert result == [1, 2, 3]
-
-    def test_empty_iterable(self, simple_command: SimpleCommand):
-        result = list(simple_command.track([]))
-
-        assert result == []
-
-    def test_uses_queryset_count(
-        self,
-        simple_command: SimpleCommand,
-        mock_queryset,
-        mocker: MockerFixture,
-    ):
-        """Verify track() uses .count() for querysets."""
-        simple_command.no_progress_bar = False
-        queryset = mock_queryset([1, 2, 3])
-
-        spy = mocker.spy(simple_command, "_get_iterable_length")
-
-        result = list(simple_command.track(queryset))
-
-        assert result == [1, 2, 3]
-        spy.assert_called_once_with(queryset)
-        assert queryset.count_called is True
-
-
-@pytest.mark.management
-class TestProcessParallel:
-    """Tests for the process_parallel() method."""
-
-    def test_sequential_processing_single_process(
-        self,
-        multiprocess_command: MultiprocessCommand,
-    ):
-        multiprocess_command.process_count = 1
-        items = [1, 2, 3, 4, 5]
-
-        results = list(multiprocess_command.process_parallel(_double_value, items))
-
-        assert len(results) == 5
-        assert all(r.success for r in results)
-
-        result_map = {r.item: r.result for r in results}
-        assert result_map == {1: 2, 2: 4, 3: 6, 4: 8, 5: 10}
-
-    def test_sequential_processing_handles_errors(
-        self,
-        multiprocess_command: MultiprocessCommand,
-    ):
-        multiprocess_command.process_count = 1
-        items = [1, 2, 0, 4]  # 0 causes ZeroDivisionError
-
-        results = list(multiprocess_command.process_parallel(_divide_ten_by, items))
-
-        assert len(results) == 4
-
-        successes = [r for r in results if r.success]
-        failures = [r for r in results if not r.success]
-
-        assert len(successes) == 3
-        assert len(failures) == 1
-        assert failures[0].item == 0
-        assert isinstance(failures[0].error, ZeroDivisionError)
-
-    def test_parallel_closes_db_connections(
-        self,
-        multiprocess_command: MultiprocessCommand,
-        mocker: MockerFixture,
-    ):
-        multiprocess_command.process_count = 2
-        items = [1, 2, 3]
-
-        mock_connections = mocker.patch(
-            "documents.management.commands.base.db.connections",
-        )
-
-        results = list(multiprocess_command.process_parallel(_double_value, items))
-
-        mock_connections.close_all.assert_called_once()
-        assert len(results) == 3
-
-    def test_parallel_processing_handles_errors(
-        self,
-        multiprocess_command: MultiprocessCommand,
-        mocker: MockerFixture,
-    ):
-        multiprocess_command.process_count = 2
-        items = [1, 2, 0, 4]
-
-        mocker.patch("documents.management.commands.base.db.connections")
-
-        results = list(multiprocess_command.process_parallel(_divide_ten_by, items))
-
-        failures = [r for r in results if not r.success]
-        assert len(failures) == 1
-        assert failures[0].item == 0
-
-    def test_empty_items(self, multiprocess_command: MultiprocessCommand):
-        results = list(multiprocess_command.process_parallel(_double_value, []))
-
-        assert results == []
-
-    def test_result_contains_original_item(
-        self,
-        multiprocess_command: MultiprocessCommand,
-    ):
-        items = [10, 20, 30]
-
-        results = list(multiprocess_command.process_parallel(_double_value, items))
-
-        for result in results:
-            assert result.item in items
-            assert result.result == result.item * 2
-
-    def test_sequential_path_used_for_single_process(
-        self,
-        multiprocess_command: MultiprocessCommand,
-        mocker: MockerFixture,
-    ):
-        """Verify single process uses sequential path (important for testing)."""
-        multiprocess_command.process_count = 1
-
-        spy_sequential = mocker.spy(multiprocess_command, "_process_sequential")
-        spy_parallel = mocker.spy(multiprocess_command, "_process_parallel")
-
-        list(multiprocess_command.process_parallel(_double_value, [1, 2, 3]))
-
-        spy_sequential.assert_called_once()
-        spy_parallel.assert_not_called()
-
-    def test_parallel_path_used_for_multiple_processes(
-        self,
-        multiprocess_command: MultiprocessCommand,
-        mocker: MockerFixture,
-    ):
-        """Verify multiple processes uses parallel path."""
-        multiprocess_command.process_count = 2
-
-        mocker.patch("documents.management.commands.base.db.connections")
-        spy_sequential = mocker.spy(multiprocess_command, "_process_sequential")
-        spy_parallel = mocker.spy(multiprocess_command, "_process_parallel")
-
-        list(multiprocess_command.process_parallel(_double_value, [1, 2, 3]))
-
-        spy_parallel.assert_called_once()
-        spy_sequential.assert_not_called()
--- a/src/documents/tests/test_api_document_versions.py
+++ b/src/documents/tests/test_api_document_versions.py
@@ -1,811 +0,0 @@
-from __future__ import annotations
-
-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 rest_framework import status
-from rest_framework.test import APITestCase
-
-from documents.data_models import DocumentSource
-from documents.filters import EffectiveContentFilter
-from documents.filters import TitleContentFilter
-from documents.models import Document
-from documents.tests.utils import DirectoriesMixin
-
-if TYPE_CHECKING:
-    from pathlib import Path
-
-
-class TestDocumentVersioningApi(DirectoriesMixin, APITestCase):
-    def setUp(self) -> None:
-        super().setUp()
-
-        self.user = User.objects.create_superuser(username="temp_admin")
-        self.client.force_authenticate(user=self.user)
-
-    def _make_pdf_upload(self, name: str = "version.pdf") -> SimpleUploadedFile:
-        return SimpleUploadedFile(
-            name,
-            b"%PDF-1.4\n1 0 obj\n<<>>\nendobj\n%%EOF",
-            content_type="application/pdf",
-        )
-
-    def _write_file(self, path: Path, content: bytes = b"data") -> None:
-        path.parent.mkdir(parents=True, exist_ok=True)
-        path.write_bytes(content)
-
-    def _create_pdf(
-        self,
-        *,
-        title: str,
-        checksum: str,
-        root_document: Document | None = None,
-    ) -> Document:
-        doc = Document.objects.create(
-            title=title,
-            checksum=checksum,
-            mime_type="application/pdf",
-            root_document=root_document,
-        )
-        self._write_file(doc.source_path, b"pdf")
-        self._write_file(doc.thumbnail_path, b"thumb")
-        return doc
-
-    def test_root_endpoint_returns_root_for_version_and_root(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        version = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-
-        resp_root = self.client.get(f"/api/documents/{root.id}/root/")
-        self.assertEqual(resp_root.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp_root.data["root_id"], root.id)
-
-        resp_version = self.client.get(f"/api/documents/{version.id}/root/")
-        self.assertEqual(resp_version.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp_version.data["root_id"], root.id)
-
-    def test_root_endpoint_returns_404_for_missing_document(self) -> None:
-        resp = self.client.get("/api/documents/9999/root/")
-
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-    def test_root_endpoint_returns_403_when_user_lacks_permission(self) -> None:
-        owner = User.objects.create_user(username="owner")
-        viewer = User.objects.create_user(username="viewer")
-        viewer.user_permissions.add(
-            Permission.objects.get(codename="view_document"),
-        )
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            owner=owner,
-        )
-        self.client.force_authenticate(user=viewer)
-
-        resp = self.client.get(f"/api/documents/{root.id}/root/")
-
-        self.assertEqual(resp.status_code, status.HTTP_403_FORBIDDEN)
-
-    def test_delete_version_disallows_deleting_root(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-
-        with mock.patch("documents.index.remove_document_from_index"):
-            resp = self.client.delete(f"/api/documents/{root.id}/versions/{root.id}/")
-
-        self.assertEqual(resp.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertTrue(Document.objects.filter(id=root.id).exists())
-
-    def test_delete_version_deletes_version_and_returns_current_version(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            content="root-content",
-        )
-        v1 = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-            content="v1-content",
-        )
-        v2 = Document.objects.create(
-            title="v2",
-            checksum="v2",
-            mime_type="application/pdf",
-            root_document=root,
-            content="v2-content",
-        )
-
-        with (
-            mock.patch("documents.index.remove_document_from_index"),
-            mock.patch("documents.index.add_or_update_document"),
-        ):
-            resp = self.client.delete(f"/api/documents/{root.id}/versions/{v2.id}/")
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertFalse(Document.objects.filter(id=v2.id).exists())
-        self.assertEqual(resp.data["current_version_id"], v1.id)
-        root.refresh_from_db()
-        self.assertEqual(root.content, "root-content")
-
-        with (
-            mock.patch("documents.index.remove_document_from_index"),
-            mock.patch("documents.index.add_or_update_document"),
-        ):
-            resp = self.client.delete(f"/api/documents/{root.id}/versions/{v1.id}/")
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertFalse(Document.objects.filter(id=v1.id).exists())
-        self.assertEqual(resp.data["current_version_id"], root.id)
-        root.refresh_from_db()
-        self.assertEqual(root.content, "root-content")
-
-    def test_delete_version_writes_audit_log_entry(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        version = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-        version_id = version.id
-
-        with (
-            mock.patch("documents.index.remove_document_from_index"),
-            mock.patch("documents.index.add_or_update_document"),
-        ):
-            resp = self.client.delete(
-                f"/api/documents/{root.id}/versions/{version_id}/",
-            )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-
-        # Audit log entry is created against the root document.
-        entry = (
-            LogEntry.objects.filter(
-                content_type=ContentType.objects.get_for_model(Document),
-                object_id=root.id,
-            )
-            .order_by("-timestamp")
-            .first()
-        )
-        self.assertIsNotNone(entry)
-        assert entry is not None
-        self.assertIsNotNone(entry.actor)
-        assert entry.actor is not None
-        self.assertEqual(entry.actor.id, self.user.id)
-        self.assertEqual(entry.action, LogEntry.Action.UPDATE)
-        self.assertEqual(
-            entry.changes,
-            {"Version Deleted": ["None", version_id]},
-        )
-        additional_data = entry.additional_data or {}
-        self.assertEqual(additional_data.get("version_id"), version_id)
-
-    def test_delete_version_returns_404_when_version_not_related(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        other_root = Document.objects.create(
-            title="other",
-            checksum="other",
-            mime_type="application/pdf",
-        )
-        other_version = Document.objects.create(
-            title="other-v1",
-            checksum="other-v1",
-            mime_type="application/pdf",
-            root_document=other_root,
-        )
-
-        with mock.patch("documents.index.remove_document_from_index"):
-            resp = self.client.delete(
-                f"/api/documents/{root.id}/versions/{other_version.id}/",
-            )
-
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-    def test_delete_version_accepts_version_id_as_root_parameter(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        version = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-
-        with (
-            mock.patch("documents.index.remove_document_from_index"),
-            mock.patch("documents.index.add_or_update_document"),
-        ):
-            resp = self.client.delete(
-                f"/api/documents/{version.id}/versions/{version.id}/",
-            )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertFalse(Document.objects.filter(id=version.id).exists())
-        self.assertEqual(resp.data["current_version_id"], root.id)
-
-    def test_delete_version_returns_404_when_root_missing(self) -> None:
-        resp = self.client.delete("/api/documents/9999/versions/123/")
-
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-    def test_delete_version_reindexes_root_document(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        version = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-
-        with (
-            mock.patch("documents.index.remove_document_from_index") as remove_index,
-            mock.patch("documents.index.add_or_update_document") as add_or_update,
-        ):
-            resp = self.client.delete(
-                f"/api/documents/{root.id}/versions/{version.id}/",
-            )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        remove_index.assert_called_once_with(version)
-        add_or_update.assert_called_once()
-        self.assertEqual(add_or_update.call_args[0][0].id, root.id)
-
-    def test_delete_version_returns_403_without_permission(self) -> None:
-        owner = User.objects.create_user(username="owner")
-        other = User.objects.create_user(username="other")
-        other.user_permissions.add(
-            Permission.objects.get(codename="delete_document"),
-        )
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            owner=owner,
-        )
-        version = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-        self.client.force_authenticate(user=other)
-
-        resp = self.client.delete(
-            f"/api/documents/{root.id}/versions/{version.id}/",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_403_FORBIDDEN)
-
-    def test_delete_version_returns_404_when_version_missing(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-
-        resp = self.client.delete(f"/api/documents/{root.id}/versions/9999/")
-
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-    def test_update_version_label_updates_and_trims(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        version = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-            version_label="old",
-        )
-
-        resp = self.client.patch(
-            f"/api/documents/{root.id}/versions/{version.id}/",
-            {"version_label": "  Label 1  "},
-            format="json",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        version.refresh_from_db()
-        self.assertEqual(version.version_label, "Label 1")
-        self.assertEqual(resp.data["version_label"], "Label 1")
-        self.assertEqual(resp.data["id"], version.id)
-        self.assertFalse(resp.data["is_root"])
-
-    def test_update_version_label_clears_on_blank(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            version_label="Root Label",
-        )
-
-        resp = self.client.patch(
-            f"/api/documents/{root.id}/versions/{root.id}/",
-            {"version_label": "   "},
-            format="json",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        root.refresh_from_db()
-        self.assertIsNone(root.version_label)
-        self.assertIsNone(resp.data["version_label"])
-        self.assertTrue(resp.data["is_root"])
-
-    def test_update_version_label_returns_403_without_permission(self) -> None:
-        owner = User.objects.create_user(username="owner")
-        other = User.objects.create_user(username="other")
-        other.user_permissions.add(
-            Permission.objects.get(codename="change_document"),
-        )
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            owner=owner,
-        )
-        version = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-        self.client.force_authenticate(user=other)
-
-        resp = self.client.patch(
-            f"/api/documents/{root.id}/versions/{version.id}/",
-            {"version_label": "Blocked"},
-            format="json",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_403_FORBIDDEN)
-
-    def test_update_version_label_returns_404_for_unrelated_version(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        other_root = Document.objects.create(
-            title="other",
-            checksum="other",
-            mime_type="application/pdf",
-        )
-        other_version = Document.objects.create(
-            title="other-v1",
-            checksum="other-v1",
-            mime_type="application/pdf",
-            root_document=other_root,
-        )
-
-        resp = self.client.patch(
-            f"/api/documents/{root.id}/versions/{other_version.id}/",
-            {"version_label": "Nope"},
-            format="json",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-    def test_download_version_param_errors(self) -> None:
-        root = self._create_pdf(title="root", checksum="root")
-
-        resp = self.client.get(
-            f"/api/documents/{root.id}/download/?version=not-a-number",
-        )
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-        resp = self.client.get(f"/api/documents/{root.id}/download/?version=9999")
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-        other_root = self._create_pdf(title="other", checksum="other")
-        other_version = self._create_pdf(
-            title="other-v1",
-            checksum="other-v1",
-            root_document=other_root,
-        )
-        resp = self.client.get(
-            f"/api/documents/{root.id}/download/?version={other_version.id}",
-        )
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-    def test_download_preview_thumb_with_version_param(self) -> None:
-        root = self._create_pdf(title="root", checksum="root")
-        version = self._create_pdf(
-            title="v1",
-            checksum="v1",
-            root_document=root,
-        )
-        self._write_file(version.source_path, b"version")
-        self._write_file(version.thumbnail_path, b"thumb")
-
-        resp = self.client.get(
-            f"/api/documents/{root.id}/download/?version={version.id}",
-        )
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp.content, b"version")
-
-        resp = self.client.get(
-            f"/api/documents/{root.id}/preview/?version={version.id}",
-        )
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp.content, b"version")
-
-        resp = self.client.get(
-            f"/api/documents/{root.id}/thumb/?version={version.id}",
-        )
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp.content, b"thumb")
-
-    def test_metadata_version_param_uses_version(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        version = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-
-        with mock.patch("documents.views.DocumentViewSet.get_metadata") as metadata:
-            metadata.return_value = []
-            resp = self.client.get(
-                f"/api/documents/{root.id}/metadata/?version={version.id}",
-            )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertTrue(metadata.called)
-
-    def test_metadata_version_param_errors(self) -> None:
-        root = self._create_pdf(title="root", checksum="root")
-
-        resp = self.client.get(
-            f"/api/documents/{root.id}/metadata/?version=not-a-number",
-        )
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-        resp = self.client.get(f"/api/documents/{root.id}/metadata/?version=9999")
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-        other_root = self._create_pdf(title="other", checksum="other")
-        other_version = self._create_pdf(
-            title="other-v1",
-            checksum="other-v1",
-            root_document=other_root,
-        )
-        resp = self.client.get(
-            f"/api/documents/{root.id}/metadata/?version={other_version.id}",
-        )
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-    def test_metadata_returns_403_when_user_lacks_permission(self) -> None:
-        owner = User.objects.create_user(username="owner")
-        other = User.objects.create_user(username="other")
-        other.user_permissions.add(
-            Permission.objects.get(codename="view_document"),
-        )
-        doc = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            owner=owner,
-        )
-        self.client.force_authenticate(user=other)
-
-        resp = self.client.get(f"/api/documents/{doc.id}/metadata/")
-
-        self.assertEqual(resp.status_code, status.HTTP_403_FORBIDDEN)
-
-    def test_update_version_enqueues_consume_with_overrides(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        upload = self._make_pdf_upload()
-
-        async_task = mock.Mock()
-        async_task.id = "task-123"
-
-        with mock.patch("documents.views.consume_file") as consume_mock:
-            consume_mock.delay.return_value = async_task
-            resp = self.client.post(
-                f"/api/documents/{root.id}/update_version/",
-                {"document": upload, "version_label": "  New Version  "},
-                format="multipart",
-            )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp.data, "task-123")
-        consume_mock.delay.assert_called_once()
-        input_doc, overrides = consume_mock.delay.call_args[0]
-        self.assertEqual(input_doc.root_document_id, root.id)
-        self.assertEqual(input_doc.source, DocumentSource.ApiUpload)
-        self.assertEqual(overrides.version_label, "New Version")
-        self.assertEqual(overrides.actor_id, self.user.id)
-
-    def test_update_version_with_version_pk_normalizes_to_root(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        version = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-        upload = self._make_pdf_upload()
-
-        async_task = mock.Mock()
-        async_task.id = "task-123"
-
-        with mock.patch("documents.views.consume_file") as consume_mock:
-            consume_mock.delay.return_value = async_task
-            resp = self.client.post(
-                f"/api/documents/{version.id}/update_version/",
-                {"document": upload, "version_label": "  New Version  "},
-                format="multipart",
-            )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp.data, "task-123")
-        consume_mock.delay.assert_called_once()
-        input_doc, overrides = consume_mock.delay.call_args[0]
-        self.assertEqual(input_doc.root_document_id, root.id)
-        self.assertEqual(overrides.version_label, "New Version")
-        self.assertEqual(overrides.actor_id, self.user.id)
-
-    def test_update_version_returns_500_on_consume_failure(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        upload = self._make_pdf_upload()
-
-        with mock.patch("documents.views.consume_file") as consume_mock:
-            consume_mock.delay.side_effect = Exception("boom")
-            resp = self.client.post(
-                f"/api/documents/{root.id}/update_version/",
-                {"document": upload},
-                format="multipart",
-            )
-
-        self.assertEqual(resp.status_code, status.HTTP_500_INTERNAL_SERVER_ERROR)
-
-    def test_update_version_returns_403_without_permission(self) -> None:
-        owner = User.objects.create_user(username="owner")
-        other = User.objects.create_user(username="other")
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            owner=owner,
-        )
-        self.client.force_authenticate(user=other)
-
-        resp = self.client.post(
-            f"/api/documents/{root.id}/update_version/",
-            {"document": self._make_pdf_upload()},
-            format="multipart",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_403_FORBIDDEN)
-
-    def test_update_version_returns_404_for_missing_document(self) -> None:
-        resp = self.client.post(
-            "/api/documents/9999/update_version/",
-            {"document": self._make_pdf_upload()},
-            format="multipart",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_404_NOT_FOUND)
-
-    def test_update_version_requires_document(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-
-        resp = self.client.post(
-            f"/api/documents/{root.id}/update_version/",
-            {"version_label": "label"},
-            format="multipart",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_400_BAD_REQUEST)
-
-    def test_patch_content_updates_latest_version_content(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            content="root-content",
-        )
-        v1 = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-            content="v1-content",
-        )
-        v2 = Document.objects.create(
-            title="v2",
-            checksum="v2",
-            mime_type="application/pdf",
-            root_document=root,
-            content="v2-content",
-        )
-
-        resp = self.client.patch(
-            f"/api/documents/{root.id}/",
-            {"content": "edited-content"},
-            format="json",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp.data["content"], "edited-content")
-        root.refresh_from_db()
-        v1.refresh_from_db()
-        v2.refresh_from_db()
-        self.assertEqual(v2.content, "edited-content")
-        self.assertEqual(root.content, "root-content")
-        self.assertEqual(v1.content, "v1-content")
-
-    def test_patch_content_updates_selected_version_content(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            content="root-content",
-        )
-        v1 = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-            content="v1-content",
-        )
-        v2 = Document.objects.create(
-            title="v2",
-            checksum="v2",
-            mime_type="application/pdf",
-            root_document=root,
-            content="v2-content",
-        )
-
-        resp = self.client.patch(
-            f"/api/documents/{root.id}/?version={v1.id}",
-            {"content": "edited-v1"},
-            format="json",
-        )
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp.data["content"], "edited-v1")
-        root.refresh_from_db()
-        v1.refresh_from_db()
-        v2.refresh_from_db()
-        self.assertEqual(v1.content, "edited-v1")
-        self.assertEqual(v2.content, "v2-content")
-        self.assertEqual(root.content, "root-content")
-
-    def test_retrieve_returns_latest_version_content(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            content="root-content",
-        )
-        Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-            content="v1-content",
-        )
-
-        resp = self.client.get(f"/api/documents/{root.id}/")
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp.data["content"], "v1-content")
-
-    def test_retrieve_with_version_param_returns_selected_version_content(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-            content="root-content",
-        )
-        v1 = Document.objects.create(
-            title="v1",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-            content="v1-content",
-        )
-
-        resp = self.client.get(f"/api/documents/{root.id}/?version={v1.id}")
-
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        self.assertEqual(resp.data["content"], "v1-content")
-
-
-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]
-
-        result = TitleContentFilter().filter(queryset, " latest ")
-
-        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,
-            " 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"})
-
-    def test_effective_content_filter_returns_input_for_empty_values(self) -> None:
-        queryset = mock.Mock()
-
-        result = EffectiveContentFilter(lookup_expr="icontains").filter(queryset, "   ")
-
-        self.assertIs(result, queryset)
-        queryset.filter.assert_not_called()
--- a/src/documents/tests/test_api_documents.py
+++ b/src/documents/tests/test_api_documents.py
@@ -445,40 +445,6 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
        self.assertEqual(response.status_code, status.HTTP_200_OK)
        self.assertEqual(response.content, content)

-    @override_settings(FILENAME_FORMAT="")
-    def test_download_follow_formatting(self) -> None:
-        content = b"This is a test"
-        content_archive = b"This is the same test but archived"
-
-        doc = Document.objects.create(
-            title="none",
-            filename="my_document.pdf",
-            archive_filename="archived.pdf",
-            mime_type="application/pdf",
-        )
-
-        with Path(doc.source_path).open("wb") as f:
-            f.write(content)
-
-        with Path(doc.archive_path).open("wb") as f:
-            f.write(content_archive)
-
-        # Without follow_formatting, should use public filename
-        response = self.client.get(f"/api/documents/{doc.pk}/download/")
-        self.assertIn("none.pdf", response["Content-Disposition"])
-
-        # With follow_formatting, should use actual filename on disk
-        response = self.client.get(
-            f"/api/documents/{doc.pk}/download/?follow_formatting=true",
-        )
-        self.assertIn("archived.pdf", response["Content-Disposition"])
-
-        # With follow_formatting and original, should use source filename
-        response = self.client.get(
-            f"/api/documents/{doc.pk}/download/?original=true&follow_formatting=true",
-        )
-        self.assertIn("my_document.pdf", response["Content-Disposition"])
-
    def test_document_actions_not_existing_file(self) -> None:
        doc = Document.objects.create(
            title="none",
@@ -588,36 +554,6 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
        self.assertIsNone(response.data[1]["actor"])
        self.assertEqual(response.data[1]["action"], "create")

-    def test_document_history_logs_version_deletion(self) -> None:
-        root_doc = Document.objects.create(
-            title="Root",
-            checksum="123",
-            mime_type="application/pdf",
-            owner=self.user,
-        )
-        version_doc = Document.objects.create(
-            title="Version",
-            checksum="456",
-            mime_type="application/pdf",
-            root_document=root_doc,
-            owner=self.user,
-        )
-
-        response = self.client.delete(
-            f"/api/documents/{root_doc.pk}/versions/{version_doc.pk}/",
-        )
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-
-        response = self.client.get(f"/api/documents/{root_doc.pk}/history/")
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-        self.assertEqual(len(response.data), 2)
-        self.assertEqual(response.data[0]["actor"]["id"], self.user.id)
-        self.assertEqual(response.data[0]["action"], "update")
-        self.assertEqual(
-            response.data[0]["changes"],
-            {"Version Deleted": ["None", version_doc.pk]},
-        )
-
    @override_settings(AUDIT_LOG_ENABLED=False)
    def test_document_history_action_disabled(self) -> None:
        """
@@ -1270,44 +1206,16 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
        input_doc, overrides = self.get_last_consume_delay_call_args()

        self.assertEqual(input_doc.original_file.name, "simple.pdf")
-        self.assertIn(Path(settings.SCRATCH_DIR), input_doc.original_file.parents)
+        self.assertTrue(
+            input_doc.original_file.resolve(strict=False).is_relative_to(
+                Path(settings.SCRATCH_DIR).resolve(strict=False),
+            ),
+        )
        self.assertIsNone(overrides.title)
        self.assertIsNone(overrides.correspondent_id)
        self.assertIsNone(overrides.document_type_id)
        self.assertIsNone(overrides.tag_ids)

-    def test_document_filters_use_latest_version_content(self) -> None:
-        root = Document.objects.create(
-            title="versioned root",
-            checksum="root",
-            mime_type="application/pdf",
-            content="root-content",
-        )
-        version = Document.objects.create(
-            title="versioned root",
-            checksum="v1",
-            mime_type="application/pdf",
-            root_document=root,
-            content="latest-version-content",
-        )
-
-        response = self.client.get(
-            "/api/documents/?content__icontains=latest-version-content",
-        )
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-        results = response.data["results"]
-        self.assertEqual(len(results), 1)
-        self.assertEqual(results[0]["id"], root.id)
-        self.assertEqual(results[0]["content"], version.content)
-
-        response = self.client.get(
-            "/api/documents/?title_content=latest-version-content",
-        )
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-        results = response.data["results"]
-        self.assertEqual(len(results), 1)
-        self.assertEqual(results[0]["id"], root.id)
-
    def test_create_wrong_endpoint(self) -> None:
        response = self.client.post(
            "/api/documents/",
@@ -1351,7 +1259,11 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
        input_doc, overrides = self.get_last_consume_delay_call_args()

        self.assertEqual(input_doc.original_file.name, "simple.pdf")
-        self.assertIn(Path(settings.SCRATCH_DIR), input_doc.original_file.parents)
+        self.assertTrue(
+            input_doc.original_file.resolve(strict=False).is_relative_to(
+                Path(settings.SCRATCH_DIR).resolve(strict=False),
+            ),
+        )
        self.assertIsNone(overrides.title)
        self.assertIsNone(overrides.correspondent_id)
        self.assertIsNone(overrides.document_type_id)
@@ -2515,6 +2427,57 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
            )
            self.assertEqual(response.status_code, status.HTTP_201_CREATED, endpoint)

+    def test_tag_color_default(self) -> None:
+        response = self.client.post("/api/tags/", {"name": "tag"}, format="json")
+        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
+        self.assertEqual(Tag.objects.get(id=response.data["id"]).color, "#a6cee3")
+        self.assertEqual(
+            self.client.get(
+                f"/api/tags/{response.data['id']}/",
+                headers={"Accept": "application/json; version=1"},
+                format="json",
+            ).data["colour"],
+            1,
+        )
+
+    def test_tag_color(self) -> None:
+        response = self.client.post(
+            "/api/tags/",
+            data={"name": "tag", "colour": 3},
+            headers={"Accept": "application/json; version=1"},
+            format="json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
+        self.assertEqual(Tag.objects.get(id=response.data["id"]).color, "#b2df8a")
+        self.assertEqual(
+            self.client.get(
+                f"/api/tags/{response.data['id']}/",
+                headers={"Accept": "application/json; version=1"},
+                format="json",
+            ).data["colour"],
+            3,
+        )
+
+    def test_tag_color_invalid(self) -> None:
+        response = self.client.post(
+            "/api/tags/",
+            data={"name": "tag", "colour": 34},
+            headers={"Accept": "application/json; version=1"},
+            format="json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+
+    def test_tag_color_custom(self) -> None:
+        tag = Tag.objects.create(name="test", color="#abcdef")
+        self.assertEqual(
+            self.client.get(
+                f"/api/tags/{tag.id}/",
+                headers={"Accept": "application/json; version=1"},
+                format="json",
+            ).data["colour"],
+            1,
+        )
+
    def test_get_existing_notes(self) -> None:
        """
        GIVEN:
--- a/src/documents/tests/test_api_workflows.py
+++ b/src/documents/tests/test_api_workflows.py
@@ -896,210 +896,3 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
                "Passwords are required",
                str(response.data["non_field_errors"][0]),
            )
-
-    def test_trash_action_validation(self) -> None:
-        """
-        GIVEN:
-            - API request to create a workflow with a trash action
-        WHEN:
-            - API is called
-        THEN:
-            - Correct HTTP response
-        """
-        response = self.client.post(
-            self.ENDPOINT,
-            json.dumps(
-                {
-                    "name": "Workflow 2",
-                    "order": 1,
-                    "triggers": [
-                        {
-                            "type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-                            "sources": [DocumentSource.ApiUpload],
-                            "filter_filename": "*",
-                        },
-                    ],
-                    "actions": [
-                        {
-                            "type": WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-                        },
-                    ],
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
-
-        response = self.client.post(
-            self.ENDPOINT,
-            json.dumps(
-                {
-                    "name": "Workflow 3",
-                    "order": 2,
-                    "triggers": [
-                        {
-                            "type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-                            "sources": [DocumentSource.ApiUpload],
-                            "filter_filename": "*",
-                        },
-                    ],
-                    "actions": [
-                        {
-                            "type": WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-                        },
-                    ],
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
-
-    def test_trash_action_as_last_action_valid(self) -> None:
-        """
-        GIVEN:
-            - API request to create a workflow with multiple actions
-            - Move to trash action is the last action
-        WHEN:
-            - API is called
-        THEN:
-            - Workflow is created successfully
-        """
-        response = self.client.post(
-            self.ENDPOINT,
-            json.dumps(
-                {
-                    "name": "Workflow with Move to Trash Last",
-                    "order": 1,
-                    "triggers": [
-                        {
-                            "type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-                            "sources": [DocumentSource.ApiUpload],
-                            "filter_filename": "*",
-                        },
-                    ],
-                    "actions": [
-                        {
-                            "type": WorkflowAction.WorkflowActionType.ASSIGNMENT,
-                            "assign_title": "Assigned Title",
-                        },
-                        {
-                            "type": WorkflowAction.WorkflowActionType.REMOVAL,
-                            "remove_all_tags": True,
-                        },
-                        {
-                            "type": WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-                        },
-                    ],
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
-
-    def test_update_workflow_add_trash_at_end_valid(self) -> None:
-        """
-        GIVEN:
-            - Existing workflow without trash action
-        WHEN:
-            - PATCH to add trash action at end
-        THEN:
-            - HTTP 200 success
-        """
-        response = self.client.post(
-            self.ENDPOINT,
-            json.dumps(
-                {
-                    "name": "Workflow to Add Move to Trash",
-                    "order": 1,
-                    "triggers": [
-                        {
-                            "type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-                            "sources": [DocumentSource.ApiUpload],
-                            "filter_filename": "*",
-                        },
-                    ],
-                    "actions": [
-                        {
-                            "type": WorkflowAction.WorkflowActionType.ASSIGNMENT,
-                            "assign_title": "First Action",
-                        },
-                    ],
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
-        workflow_id = response.data["id"]
-
-        response = self.client.patch(
-            f"{self.ENDPOINT}{workflow_id}/",
-            json.dumps(
-                {
-                    "actions": [
-                        {
-                            "type": WorkflowAction.WorkflowActionType.ASSIGNMENT,
-                            "assign_title": "First Action",
-                        },
-                        {
-                            "type": WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-                        },
-                    ],
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-
-    def test_update_workflow_remove_trash_action_valid(self) -> None:
-        """
-        GIVEN:
-            - Existing workflow with trash action
-        WHEN:
-            - PATCH to remove trash action
-        THEN:
-            - HTTP 200 success
-        """
-        response = self.client.post(
-            self.ENDPOINT,
-            json.dumps(
-                {
-                    "name": "Workflow to Remove move to trash",
-                    "order": 1,
-                    "triggers": [
-                        {
-                            "type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-                            "sources": [DocumentSource.ApiUpload],
-                            "filter_filename": "*",
-                        },
-                    ],
-                    "actions": [
-                        {
-                            "type": WorkflowAction.WorkflowActionType.ASSIGNMENT,
-                            "assign_title": "First Action",
-                        },
-                        {
-                            "type": WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-                        },
-                    ],
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
-        workflow_id = response.data["id"]
-
-        response = self.client.patch(
-            f"{self.ENDPOINT}{workflow_id}/",
-            json.dumps(
-                {
-                    "actions": [
-                        {
-                            "type": WorkflowAction.WorkflowActionType.ASSIGNMENT,
-                            "assign_title": "Only Action",
-                        },
-                    ],
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
--- a/src/documents/tests/test_bulk_edit.py
+++ b/src/documents/tests/test_bulk_edit.py
@@ -1,3 +1,4 @@
+import hashlib
 import shutil
 from datetime import date
 from pathlib import Path
@@ -381,55 +382,6 @@ class TestBulkEdit(DirectoriesMixin, TestCase):
            [self.doc3.id, self.doc4.id, self.doc5.id],
        )

-    def test_delete_root_document_deletes_all_versions(self) -> None:
-        version = Document.objects.create(
-            checksum="A-v1",
-            title="A version",
-            root_document=self.doc1,
-        )
-
-        bulk_edit.delete([self.doc1.id])
-
-        self.assertFalse(Document.objects.filter(id=self.doc1.id).exists())
-        self.assertFalse(Document.objects.filter(id=version.id).exists())
-
-    def test_delete_version_document_keeps_root(self) -> None:
-        version = Document.objects.create(
-            checksum="A-v1",
-            title="A version",
-            root_document=self.doc1,
-        )
-
-        bulk_edit.delete([version.id])
-
-        self.assertTrue(Document.objects.filter(id=self.doc1.id).exists())
-        self.assertFalse(Document.objects.filter(id=version.id).exists())
-
-    def test_get_root_and_current_doc_mapping(self) -> None:
-        version1 = Document.objects.create(
-            checksum="B-v1",
-            title="B version 1",
-            root_document=self.doc2,
-        )
-        version2 = Document.objects.create(
-            checksum="B-v2",
-            title="B version 2",
-            root_document=self.doc2,
-        )
-
-        root_ids_by_doc_id = bulk_edit._get_root_ids_by_doc_id(
-            [self.doc2.id, version1.id, version2.id],
-        )
-        self.assertEqual(root_ids_by_doc_id[self.doc2.id], self.doc2.id)
-        self.assertEqual(root_ids_by_doc_id[version1.id], self.doc2.id)
-        self.assertEqual(root_ids_by_doc_id[version2.id], self.doc2.id)
-
-        root_docs, current_docs = bulk_edit._get_root_and_current_docs_by_root_id(
-            {self.doc2.id},
-        )
-        self.assertEqual(root_docs[self.doc2.id].id, self.doc2.id)
-        self.assertEqual(current_docs[self.doc2.id].id, version2.id)
-
    @mock.patch("documents.tasks.bulk_update_documents.delay")
    def test_set_permissions(self, m) -> None:
        doc_ids = [self.doc1.id, self.doc2.id, self.doc3.id]
@@ -970,8 +922,15 @@ class TestPDFActions(DirectoriesMixin, TestCase):

        mock_consume_file.assert_not_called()

-    @mock.patch("documents.tasks.consume_file.delay")
-    def test_rotate(self, mock_consume_delay):
+    @mock.patch("documents.tasks.bulk_update_documents.si")
+    @mock.patch("documents.tasks.update_document_content_maybe_archive_file.s")
+    @mock.patch("celery.chord.delay")
+    def test_rotate(
+        self,
+        mock_chord,
+        mock_update_document,
+        mock_update_documents,
+    ) -> None:
        """
        GIVEN:
            - Existing documents
@@ -982,22 +941,19 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        """
        doc_ids = [self.doc1.id, self.doc2.id]
        result = bulk_edit.rotate(doc_ids, 90)
-        self.assertEqual(mock_consume_delay.call_count, 2)
-        for call, expected_id in zip(
-            mock_consume_delay.call_args_list,
-            doc_ids,
-        ):
-            consumable, overrides = call.args
-            self.assertEqual(consumable.root_document_id, expected_id)
-            self.assertIsNotNone(overrides)
+        self.assertEqual(mock_update_document.call_count, 2)
+        mock_update_documents.assert_called_once()
+        mock_chord.assert_called_once()
        self.assertEqual(result, "OK")

-    @mock.patch("documents.tasks.consume_file.delay")
+    @mock.patch("documents.tasks.bulk_update_documents.si")
+    @mock.patch("documents.tasks.update_document_content_maybe_archive_file.s")
    @mock.patch("pikepdf.Pdf.save")
    def test_rotate_with_error(
        self,
        mock_pdf_save,
-        mock_consume_delay,
+        mock_update_archive_file,
+        mock_update_documents,
    ):
        """
        GIVEN:
@@ -1016,12 +972,16 @@ class TestPDFActions(DirectoriesMixin, TestCase):
            error_str = cm.output[0]
            expected_str = "Error rotating document"
            self.assertIn(expected_str, error_str)
-            mock_consume_delay.assert_not_called()
+            mock_update_archive_file.assert_not_called()

-    @mock.patch("documents.tasks.consume_file.delay")
+    @mock.patch("documents.tasks.bulk_update_documents.si")
+    @mock.patch("documents.tasks.update_document_content_maybe_archive_file.s")
+    @mock.patch("celery.chord.delay")
    def test_rotate_non_pdf(
        self,
-        mock_consume_delay,
+        mock_chord,
+        mock_update_document,
+        mock_update_documents,
    ):
        """
        GIVEN:
@@ -1033,18 +993,17 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        """
        with self.assertLogs("paperless.bulk_edit", level="INFO") as cm:
            result = bulk_edit.rotate([self.doc2.id, self.img_doc.id], 90)
-            expected_str = f"Document {self.img_doc.id} is not a PDF, skipping rotation"
-            self.assertTrue(any(expected_str in line for line in cm.output))
-            self.assertEqual(mock_consume_delay.call_count, 1)
-            consumable, overrides = mock_consume_delay.call_args[0]
-            self.assertEqual(consumable.root_document_id, self.doc2.id)
-            self.assertIsNotNone(overrides)
+            output_str = cm.output[1]
+            expected_str = "Document 4 is not a PDF, skipping rotation"
+            self.assertIn(expected_str, output_str)
+            self.assertEqual(mock_update_document.call_count, 1)
+            mock_update_documents.assert_called_once()
+            mock_chord.assert_called_once()
            self.assertEqual(result, "OK")

-    @mock.patch("documents.tasks.consume_file.delay")
+    @mock.patch("documents.tasks.update_document_content_maybe_archive_file.delay")
    @mock.patch("pikepdf.Pdf.save")
-    @mock.patch("documents.data_models.magic.from_file", return_value="application/pdf")
-    def test_delete_pages(self, mock_magic, mock_pdf_save, mock_consume_delay):
+    def test_delete_pages(self, mock_pdf_save, mock_update_archive_file) -> None:
        """
        GIVEN:
            - Existing documents
@@ -1052,22 +1011,28 @@ class TestPDFActions(DirectoriesMixin, TestCase):
            - Delete pages action is called with 1 document and 2 pages
        THEN:
            - Save should be called once
-            - A new version should be enqueued via consume_file
+            - Archive file should be updated once
+            - The document's page_count should be reduced by the number of deleted pages
        """
        doc_ids = [self.doc2.id]
+        initial_page_count = self.doc2.page_count
        pages = [1, 3]
        result = bulk_edit.delete_pages(doc_ids, pages)
        mock_pdf_save.assert_called_once()
-        mock_consume_delay.assert_called_once()
-        consumable, overrides = mock_consume_delay.call_args[0]
-        self.assertEqual(consumable.root_document_id, self.doc2.id)
-        self.assertTrue(str(consumable.original_file).endswith("_pages_deleted.pdf"))
-        self.assertIsNotNone(overrides)
+        mock_update_archive_file.assert_called_once()
        self.assertEqual(result, "OK")

-    @mock.patch("documents.tasks.consume_file.delay")
+        expected_page_count = initial_page_count - len(pages)
+        self.doc2.refresh_from_db()
+        self.assertEqual(self.doc2.page_count, expected_page_count)
+
+    @mock.patch("documents.tasks.update_document_content_maybe_archive_file.delay")
    @mock.patch("pikepdf.Pdf.save")
-    def test_delete_pages_with_error(self, mock_pdf_save, mock_consume_delay):
+    def test_delete_pages_with_error(
+        self,
+        mock_pdf_save,
+        mock_update_archive_file,
+    ) -> None:
        """
        GIVEN:
            - Existing documents
@@ -1076,7 +1041,7 @@ class TestPDFActions(DirectoriesMixin, TestCase):
            - PikePDF raises an error
        THEN:
            - Save should be called once
-            - No new version should be enqueued
+            - Archive file should not be updated
        """
        mock_pdf_save.side_effect = Exception("Error saving PDF")
        doc_ids = [self.doc2.id]
@@ -1087,7 +1052,7 @@ class TestPDFActions(DirectoriesMixin, TestCase):
            error_str = cm.output[0]
            expected_str = "Error deleting pages from document"
            self.assertIn(expected_str, error_str)
-            mock_consume_delay.assert_not_called()
+            mock_update_archive_file.assert_not_called()

    @mock.patch("documents.bulk_edit.group")
    @mock.patch("documents.tasks.consume_file.s")
@@ -1186,18 +1151,24 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        self.doc2.refresh_from_db()
        self.assertEqual(self.doc2.archive_serial_number, 333)

-    @mock.patch("documents.tasks.consume_file.delay")
-    def test_edit_pdf_with_update_document(self, mock_consume_delay):
+    @mock.patch("documents.tasks.update_document_content_maybe_archive_file.delay")
+    def test_edit_pdf_with_update_document(
+        self,
+        mock_update_document: mock.Mock,
+    ) -> None:
        """
        GIVEN:
            - A single existing PDF document
        WHEN:
            - edit_pdf is called with update_document=True and a single output
        THEN:
-            - A version update is enqueued targeting the existing document
+            - The original document is updated in-place
+            - The update_document_content_maybe_archive_file task is triggered
        """
        doc_ids = [self.doc2.id]
        operations = [{"page": 1}, {"page": 2}]
+        original_checksum = self.doc2.checksum
+        original_page_count = self.doc2.page_count

        result = bulk_edit.edit_pdf(
            doc_ids,
@@ -1207,11 +1178,10 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        )

        self.assertEqual(result, "OK")
-        mock_consume_delay.assert_called_once()
-        consumable, overrides = mock_consume_delay.call_args[0]
-        self.assertEqual(consumable.root_document_id, self.doc2.id)
-        self.assertTrue(str(consumable.original_file).endswith("_edited.pdf"))
-        self.assertIsNotNone(overrides)
+        self.doc2.refresh_from_db()
+        self.assertNotEqual(self.doc2.checksum, original_checksum)
+        self.assertNotEqual(self.doc2.page_count, original_page_count)
+        mock_update_document.assert_called_once_with(document_id=self.doc2.id)

    @mock.patch("documents.bulk_edit.group")
    @mock.patch("documents.tasks.consume_file.s")
@@ -1288,20 +1258,10 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        mock_consume_file.assert_not_called()

    @mock.patch("documents.bulk_edit.update_document_content_maybe_archive_file.delay")
-    @mock.patch("documents.tasks.consume_file.delay")
-    @mock.patch("documents.bulk_edit.tempfile.mkdtemp")
    @mock.patch("pikepdf.open")
-    def test_remove_password_update_document(
-        self,
-        mock_open,
-        mock_mkdtemp,
-        mock_consume_delay,
-        mock_update_document,
-    ):
+    def test_remove_password_update_document(self, mock_open, mock_update_document):
        doc = self.doc1
-        temp_dir = self.dirs.scratch_dir / "remove-password-update"
-        temp_dir.mkdir(parents=True, exist_ok=True)
-        mock_mkdtemp.return_value = str(temp_dir)
+        original_checksum = doc.checksum

        fake_pdf = mock.MagicMock()
        fake_pdf.pages = [mock.Mock(), mock.Mock(), mock.Mock()]
@@ -1321,17 +1281,12 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        self.assertEqual(result, "OK")
        mock_open.assert_called_once_with(doc.source_path, password="secret")
        fake_pdf.remove_unreferenced_resources.assert_called_once()
-        mock_update_document.assert_not_called()
-        mock_consume_delay.assert_called_once()
-        consumable, overrides = mock_consume_delay.call_args[0]
-        expected_path = temp_dir / f"{doc.id}_unprotected.pdf"
-        self.assertTrue(expected_path.exists())
-        self.assertEqual(
-            Path(consumable.original_file).resolve(),
-            expected_path.resolve(),
-        )
-        self.assertEqual(consumable.root_document_id, doc.id)
-        self.assertIsNotNone(overrides)
+        doc.refresh_from_db()
+        self.assertNotEqual(doc.checksum, original_checksum)
+        expected_checksum = hashlib.md5(doc.source_path.read_bytes()).hexdigest()
+        self.assertEqual(doc.checksum, expected_checksum)
+        self.assertEqual(doc.page_count, len(fake_pdf.pages))
+        mock_update_document.assert_called_once_with(document_id=doc.id)

    @mock.patch("documents.bulk_edit.chord")
    @mock.patch("documents.bulk_edit.group")
@@ -1340,12 +1295,12 @@ class TestPDFActions(DirectoriesMixin, TestCase):
    @mock.patch("pikepdf.open")
    def test_remove_password_creates_consumable_document(
        self,
-        mock_open: mock.Mock,
-        mock_mkdtemp: mock.Mock,
-        mock_consume_file: mock.Mock,
-        mock_group: mock.Mock,
-        mock_chord: mock.Mock,
-    ) -> None:
+        mock_open,
+        mock_mkdtemp,
+        mock_consume_file,
+        mock_group,
+        mock_chord,
+    ):
        doc = self.doc2
        temp_dir = self.dirs.scratch_dir / "remove-password"
        temp_dir.mkdir(parents=True, exist_ok=True)
@@ -1354,8 +1309,8 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        fake_pdf = mock.MagicMock()
        fake_pdf.pages = [mock.Mock(), mock.Mock()]

-        def save_side_effect(target_path: Path) -> None:
-            target_path.write_bytes(b"password removed")
+        def save_side_effect(target_path):
+            Path(target_path).write_bytes(b"password removed")

        fake_pdf.save.side_effect = save_side_effect
        mock_open.return_value.__enter__.return_value = fake_pdf
@@ -1397,13 +1352,13 @@ class TestPDFActions(DirectoriesMixin, TestCase):
    @mock.patch("pikepdf.open")
    def test_remove_password_deletes_original(
        self,
-        mock_open: mock.Mock,
-        mock_mkdtemp: mock.Mock,
-        mock_consume_file: mock.Mock,
-        mock_group: mock.Mock,
-        mock_chord: mock.Mock,
-        mock_delete: mock.Mock,
-    ) -> None:
+        mock_open,
+        mock_mkdtemp,
+        mock_consume_file,
+        mock_group,
+        mock_chord,
+        mock_delete,
+    ):
        doc = self.doc2
        temp_dir = self.dirs.scratch_dir / "remove-password-delete"
        temp_dir.mkdir(parents=True, exist_ok=True)
@@ -1412,8 +1367,8 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        fake_pdf = mock.MagicMock()
        fake_pdf.pages = [mock.Mock(), mock.Mock()]

-        def save_side_effect(target_path: Path) -> None:
-            target_path.write_bytes(b"password removed")
+        def save_side_effect(target_path):
+            Path(target_path).write_bytes(b"password removed")

        fake_pdf.save.side_effect = save_side_effect
        mock_open.return_value.__enter__.return_value = fake_pdf
@@ -1436,7 +1391,7 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        mock_delete.si.assert_called_once_with([doc.id])

    @mock.patch("pikepdf.open")
-    def test_remove_password_open_failure(self, mock_open: mock.Mock) -> None:
+    def test_remove_password_open_failure(self, mock_open):
        mock_open.side_effect = RuntimeError("wrong password")

        with self.assertLogs("paperless.bulk_edit", level="ERROR") as cm:
--- a/src/documents/tests/test_consumer.py
+++ b/src/documents/tests/test_consumer.py
@@ -16,9 +16,6 @@ from guardian.core import ObjectPermissionChecker

 from documents.barcodes import BarcodePlugin
 from documents.consumer import ConsumerError
-from documents.consumer import ConsumerPlugin
-from documents.consumer import ConsumerPreflightPlugin
-from documents.data_models import ConsumableDocument
 from documents.data_models import DocumentMetadataOverrides
 from documents.data_models import DocumentSource
 from documents.models import Correspondent
@@ -32,7 +29,6 @@ from documents.parsers import ParseError
 from documents.plugins.helpers import ProgressStatusOptions
 from documents.tasks import sanity_check
 from documents.tests.utils import DirectoriesMixin
-from documents.tests.utils import DummyProgressManager
 from documents.tests.utils import FileSystemAssertsMixin
 from documents.tests.utils import GetConsumerMixin
 from paperless_mail.models import MailRule
@@ -98,13 +94,11 @@ class FaultyGenericExceptionParser(_BaseTestParser):
        raise Exception("Generic exception.")


-def fake_magic_from_file(file, *, mime=False):  # NOSONAR
+def fake_magic_from_file(file, *, mime=False):
    if mime:
        filepath = Path(file)
        if filepath.name.startswith("invalid_pdf"):
            return "application/octet-stream"
-        if filepath.name.startswith("valid_pdf"):
-            return "application/pdf"
        if filepath.suffix == ".pdf":
            return "application/pdf"
        elif filepath.suffix == ".png":
@@ -670,144 +664,6 @@ class TestConsumer(

        self._assert_first_last_send_progress()

-    @mock.patch("documents.consumer.load_classifier")
-    def test_version_label_override_applies(self, m) -> None:
-        m.return_value = MagicMock()
-
-        with self.get_consumer(
-            self.get_test_file(),
-            DocumentMetadataOverrides(version_label="v1"),
-        ) as consumer:
-            consumer.run()
-
-        document = Document.objects.first()
-        assert document is not None
-
-        self.assertEqual(document.version_label, "v1")
-
-        self._assert_first_last_send_progress()
-
-    @override_settings(AUDIT_LOG_ENABLED=True)
-    @mock.patch("documents.consumer.load_classifier")
-    def test_consume_version_creates_new_version(self, m) -> None:
-        m.return_value = MagicMock()
-
-        with self.get_consumer(self.get_test_file()) as consumer:
-            consumer.run()
-
-        root_doc = Document.objects.first()
-        self.assertIsNotNone(root_doc)
-        assert root_doc is not None
-
-        actor = User.objects.create_user(
-            username="actor",
-            email="actor@example.com",
-            password="password",
-        )
-
-        version_file = self.get_test_file2()
-        status = DummyProgressManager(version_file.name, None)
-        overrides = DocumentMetadataOverrides(
-            version_label="v2",
-            actor_id=actor.pk,
-        )
-        doc = ConsumableDocument(
-            DocumentSource.ApiUpload,
-            original_file=version_file,
-            root_document_id=root_doc.pk,
-        )
-        preflight = ConsumerPreflightPlugin(
-            doc,
-            overrides,
-            status,  # type: ignore[arg-type]
-            self.dirs.scratch_dir,
-            "task-id",
-        )
-        preflight.setup()
-        preflight.run()
-
-        consumer = ConsumerPlugin(
-            doc,
-            overrides,
-            status,  # type: ignore[arg-type]
-            self.dirs.scratch_dir,
-            "task-id",
-        )
-        consumer.setup()
-        try:
-            self.assertTrue(consumer.filename.endswith("_v0.pdf"))
-            consumer.run()
-        finally:
-            consumer.cleanup()
-
-        versions = Document.objects.filter(root_document=root_doc)
-        self.assertEqual(versions.count(), 1)
-        version = versions.first()
-        assert version is not None
-        assert version.original_filename is not None
-        self.assertEqual(version.version_label, "v2")
-        self.assertTrue(version.original_filename.endswith("_v0.pdf"))
-        self.assertTrue(bool(version.content))
-
-    @override_settings(AUDIT_LOG_ENABLED=True)
-    @mock.patch("documents.consumer.load_classifier")
-    def test_consume_version_with_missing_actor_and_filename_without_suffix(
-        self,
-        m: mock.Mock,
-    ) -> None:
-        m.return_value = MagicMock()
-
-        with self.get_consumer(self.get_test_file()) as consumer:
-            consumer.run()
-
-        root_doc = Document.objects.first()
-        self.assertIsNotNone(root_doc)
-        assert root_doc is not None
-
-        version_file = self.get_test_file2()
-        status = DummyProgressManager(version_file.name, None)
-        overrides = DocumentMetadataOverrides(
-            filename="valid_pdf_version-upload",
-            actor_id=999999,
-        )
-        doc = ConsumableDocument(
-            DocumentSource.ApiUpload,
-            original_file=version_file,
-            root_document_id=root_doc.pk,
-        )
-
-        preflight = ConsumerPreflightPlugin(
-            doc,
-            overrides,
-            status,  # type: ignore[arg-type]
-            self.dirs.scratch_dir,
-            "task-id",
-        )
-        preflight.setup()
-        preflight.run()
-
-        consumer = ConsumerPlugin(
-            doc,
-            overrides,
-            status,  # type: ignore[arg-type]
-            self.dirs.scratch_dir,
-            "task-id",
-        )
-        consumer.setup()
-        try:
-            self.assertEqual(consumer.filename, "valid_pdf_version-upload_v0")
-            consumer.run()
-        finally:
-            consumer.cleanup()
-
-        version = (
-            Document.objects.filter(root_document=root_doc).order_by("-id").first()
-        )
-        self.assertIsNotNone(version)
-        assert version is not None
-        self.assertEqual(version.original_filename, "valid_pdf_version-upload_v0")
-        self.assertTrue(bool(version.content))
-
    @mock.patch("documents.consumer.load_classifier")
    def testClassifyDocument(self, m) -> None:
        correspondent = Correspondent.objects.create(
@@ -1323,7 +1179,7 @@ class PostConsumeTestCase(DirectoriesMixin, GetConsumerMixin, TestCase):
                consumer.run_post_consume_script(doc)

    @mock.patch("documents.consumer.run_subprocess")
-    def test_post_consume_script_simple(self, m: mock.MagicMock) -> None:
+    def test_post_consume_script_simple(self, m) -> None:
        with tempfile.NamedTemporaryFile() as script:
            with override_settings(POST_CONSUME_SCRIPT=script.name):
                doc = Document.objects.create(title="Test", mime_type="application/pdf")
@@ -1334,10 +1190,7 @@ class PostConsumeTestCase(DirectoriesMixin, GetConsumerMixin, TestCase):
                m.assert_called_once()

    @mock.patch("documents.consumer.run_subprocess")
-    def test_post_consume_script_with_correspondent_and_type(
-        self,
-        m: mock.MagicMock,
-    ) -> None:
+    def test_post_consume_script_with_correspondent_and_type(self, m) -> None:
        with tempfile.NamedTemporaryFile() as script:
            with override_settings(POST_CONSUME_SCRIPT=script.name):
                c = Correspondent.objects.create(name="my_bank")
@@ -1420,19 +1273,6 @@ class TestMetadataOverrides(TestCase):
        base.update(incoming)
        self.assertTrue(base.skip_asn_if_exists)

-    def test_update_actor_and_version_label(self) -> None:
-        base = DocumentMetadataOverrides(
-            actor_id=1,
-            version_label="root",
-        )
-        incoming = DocumentMetadataOverrides(
-            actor_id=2,
-            version_label="v2",
-        )
-        base.update(incoming)
-        self.assertEqual(base.actor_id, 2)
-        self.assertEqual(base.version_label, "v2")
-

 class TestBarcodeApplyDetectedASN(TestCase):
    """
--- a/src/documents/tests/test_document_model.py
+++ b/src/documents/tests/test_document_model.py
@@ -45,22 +45,10 @@ class TestDocument(TestCase):
        Path(file_path).touch()
        Path(thumb_path).touch()

-        with mock.patch(
-            "documents.signals.handlers.Path.unlink",
-            autospec=True,
-        ) as mock_unlink:
+        with mock.patch("documents.signals.handlers.Path.unlink") as mock_unlink:
            document.delete()
            empty_trash([document.pk])
-
-            target_paths: set[str] = {str(file_path), str(thumb_path)}
-
-            actual_deletions = [
-                call
-                for call in mock_unlink.call_args_list
-                if str(call.args[0]) in target_paths
-            ]
-
-            self.assertEqual(len(actual_deletions), 2)
+            self.assertEqual(mock_unlink.call_count, 2)

    def test_document_soft_delete(self) -> None:
        document = Document.objects.create(
@@ -77,12 +65,7 @@ class TestDocument(TestCase):
        Path(file_path).touch()
        Path(thumb_path).touch()

-        target_paths: set[str] = {str(file_path), str(thumb_path)}
-
-        with mock.patch(
-            "documents.signals.handlers.Path.unlink",
-            autospec=True,
-        ) as mock_unlink:
+        with mock.patch("documents.signals.handlers.Path.unlink") as mock_unlink:
            document.delete()
            self.assertEqual(mock_unlink.call_count, 0)

@@ -93,36 +76,7 @@ class TestDocument(TestCase):

            document.delete()
            empty_trash([document.pk])
-
-            actual_deletions = [
-                call
-                for call in mock_unlink.call_args_list
-                if str(call.args[0]) in target_paths
-            ]
-
-            self.assertEqual(len(actual_deletions), 2)
-
-    def test_delete_root_deletes_versions(self) -> None:
-        root = Document.objects.create(
-            correspondent=Correspondent.objects.create(name="Test0"),
-            title="Head",
-            content="content",
-            checksum="checksum",
-            mime_type="application/pdf",
-        )
-        Document.objects.create(
-            root_document=root,
-            correspondent=root.correspondent,
-            title="Version",
-            content="content",
-            checksum="checksum2",
-            mime_type="application/pdf",
-        )
-
-        root.delete()
-
-        self.assertEqual(Document.objects.count(), 0)
-        self.assertEqual(Document.deleted_objects.count(), 2)
+            self.assertEqual(mock_unlink.call_count, 2)

    def test_file_name(self) -> None:
        doc = Document(
--- a/src/documents/tests/test_management.py
+++ b/src/documents/tests/test_management.py
@@ -4,7 +4,6 @@ from io import StringIO
 from pathlib import Path
 from unittest import mock

-import pytest
 from auditlog.models import LogEntry
 from django.contrib.contenttypes.models import ContentType
 from django.core.management import call_command
@@ -20,7 +19,6 @@ from documents.tests.utils import FileSystemAssertsMixin
 sample_file: Path = Path(__file__).parent / "samples" / "simple.pdf"


-@pytest.mark.management
@override_settings(FILENAME_FORMAT="{correspondent}/{title}")
 class TestArchiver(DirectoriesMixin, FileSystemAssertsMixin, TestCase):
    def make_models(self):
@@ -96,7 +94,6 @@ class TestArchiver(DirectoriesMixin, FileSystemAssertsMixin, TestCase):
        self.assertEqual(doc2.archive_filename, "document_01.pdf")


-@pytest.mark.management
 class TestMakeIndex(TestCase):
    @mock.patch("documents.management.commands.document_index.index_reindex")
    def test_reindex(self, m) -> None:
@@ -109,7 +106,6 @@ class TestMakeIndex(TestCase):
        m.assert_called_once()


-@pytest.mark.management
 class TestRenamer(DirectoriesMixin, FileSystemAssertsMixin, TestCase):
    @override_settings(FILENAME_FORMAT="")
    def test_rename(self) -> None:
@@ -144,7 +140,6 @@ class TestCreateClassifier(TestCase):
        m.assert_called_once()


-@pytest.mark.management
 class TestSanityChecker(DirectoriesMixin, TestCase):
    def test_no_issues(self) -> None:
        with self.assertLogs() as capture:
@@ -170,7 +165,6 @@ class TestSanityChecker(DirectoriesMixin, TestCase):
        self.assertIn("Checksum mismatch. Stored: abc, actual:", capture.output[1])


-@pytest.mark.management
 class TestConvertMariaDBUUID(TestCase):
    @mock.patch("django.db.connection.schema_editor")
    def test_convert(self, m) -> None:
@@ -184,7 +178,6 @@ class TestConvertMariaDBUUID(TestCase):
        self.assertIn("Successfully converted", stdout.getvalue())


-@pytest.mark.management
 class TestPruneAuditLogs(TestCase):
    def test_prune_audit_logs(self) -> None:
        LogEntry.objects.create(
--- a/src/documents/tests/test_management_consumer.py
+++ b/src/documents/tests/test_management_consumer.py
@@ -577,7 +577,6 @@ class TestTagsFromPath:
        assert len(tag_ids) == 0


-@pytest.mark.management
 class TestCommandValidation:
    """Tests for command argument validation."""

@@ -606,7 +605,6 @@ class TestCommandValidation:
            cmd.handle(directory=str(sample_pdf), oneshot=True, testing=False)


-@pytest.mark.management
@pytest.mark.usefixtures("mock_supported_extensions")
 class TestCommandOneshot:
    """Tests for oneshot mode."""
@@ -777,7 +775,6 @@ def start_consumer(
            )


-@pytest.mark.management
@pytest.mark.django_db
 class TestCommandWatch:
    """Integration tests for the watch loop."""
@@ -899,7 +896,6 @@ class TestCommandWatch:
        assert not thread.is_alive()


-@pytest.mark.management
@pytest.mark.django_db
 class TestCommandWatchPolling:
    """Tests for polling mode."""
@@ -932,7 +928,6 @@ class TestCommandWatchPolling:
        mock_consume_file_delay.delay.assert_called()


-@pytest.mark.management
@pytest.mark.django_db
 class TestCommandWatchRecursive:
    """Tests for recursive watching."""
@@ -996,7 +991,6 @@ class TestCommandWatchRecursive:
        assert len(overrides.tag_ids) == 2


-@pytest.mark.management
@pytest.mark.django_db
 class TestCommandWatchEdgeCases:
    """Tests for edge cases and error handling."""
--- a/src/documents/tests/test_management_exporter.py
+++ b/src/documents/tests/test_management_exporter.py
@@ -7,7 +7,6 @@ from pathlib import Path
 from unittest import mock
 from zipfile import ZipFile

-import pytest
 from allauth.socialaccount.models import SocialAccount
 from allauth.socialaccount.models import SocialApp
 from allauth.socialaccount.models import SocialToken
@@ -46,7 +45,6 @@ from documents.tests.utils import paperless_environment
 from paperless_mail.models import MailAccount


-@pytest.mark.management
 class TestExportImport(
    DirectoriesMixin,
    FileSystemAssertsMixin,
@@ -848,7 +846,6 @@ class TestExportImport(
        self.assertEqual(Document.objects.all().count(), 4)


-@pytest.mark.management
 class TestCryptExportImport(
    DirectoriesMixin,
    FileSystemAssertsMixin,
--- a/src/documents/tests/test_management_fuzzy.py
+++ b/src/documents/tests/test_management_fuzzy.py
@@ -1,6 +1,5 @@
 from io import StringIO

-import pytest
 from django.core.management import CommandError
 from django.core.management import call_command
 from django.test import TestCase
@@ -8,7 +7,6 @@ from django.test import TestCase
 from documents.models import Document


-@pytest.mark.management
 class TestFuzzyMatchCommand(TestCase):
    MSG_REGEX = r"Document \d fuzzy match to \d \(confidence \d\d\.\d\d\d\)"

@@ -51,6 +49,19 @@ class TestFuzzyMatchCommand(TestCase):
            self.call_command("--ratio", "101")
        self.assertIn("The ratio must be between 0 and 100", str(e.exception))

+    def test_invalid_process_count(self) -> None:
+        """
+        GIVEN:
+            - Invalid process count less than 0 above upper
+        WHEN:
+            - Command is called
+        THEN:
+            - Error is raised indicating issue
+        """
+        with self.assertRaises(CommandError) as e:
+            self.call_command("--processes", "0")
+        self.assertIn("There must be at least 1 process", str(e.exception))
+
    def test_no_matches(self) -> None:
        """
        GIVEN:
@@ -140,7 +151,7 @@ class TestFuzzyMatchCommand(TestCase):
            mime_type="application/pdf",
            filename="final_test.pdf",
        )
-        stdout, _ = self.call_command("--no-progress-bar")
+        stdout, _ = self.call_command()
        lines = [x.strip() for x in stdout.splitlines() if x.strip()]
        self.assertEqual(len(lines), 3)
        for line in lines:
@@ -183,7 +194,7 @@ class TestFuzzyMatchCommand(TestCase):

        self.assertEqual(Document.objects.count(), 3)

-        stdout, _ = self.call_command("--delete", "--no-progress-bar")
+        stdout, _ = self.call_command("--delete")

        self.assertIn(
            "The command is configured to delete documents.  Use with caution",
--- a/src/documents/tests/test_management_importer.py
+++ b/src/documents/tests/test_management_importer.py
@@ -4,7 +4,6 @@ from io import StringIO
 from pathlib import Path
 from zipfile import ZipFile

-import pytest
 from django.contrib.auth.models import User
 from django.core.management import call_command
 from django.core.management.base import CommandError
@@ -19,7 +18,6 @@ from documents.tests.utils import FileSystemAssertsMixin
 from documents.tests.utils import SampleDirMixin


-@pytest.mark.management
 class TestCommandImport(
    DirectoriesMixin,
    FileSystemAssertsMixin,
--- a/src/documents/tests/test_management_retagger.py
+++ b/src/documents/tests/test_management_retagger.py
@@ -1,4 +1,3 @@
-import pytest
 from django.core.management import call_command
 from django.core.management.base import CommandError
 from django.test import TestCase
@@ -11,7 +10,6 @@ from documents.models import Tag
 from documents.tests.utils import DirectoriesMixin


-@pytest.mark.management
 class TestRetagger(DirectoriesMixin, TestCase):
    def make_models(self) -> None:
        self.sp1 = StoragePath.objects.create(
--- a/src/documents/tests/test_management_superuser.py
+++ b/src/documents/tests/test_management_superuser.py
@@ -2,7 +2,6 @@ import os
 from io import StringIO
 from unittest import mock

-import pytest
 from django.contrib.auth.models import User
 from django.core.management import call_command
 from django.test import TestCase
@@ -10,7 +9,6 @@ from django.test import TestCase
 from documents.tests.utils import DirectoriesMixin


-@pytest.mark.management
 class TestManageSuperUser(DirectoriesMixin, TestCase):
    def call_command(self, environ):
        out = StringIO()
--- a/src/documents/tests/test_management_thumbnails.py
+++ b/src/documents/tests/test_management_thumbnails.py
@@ -2,7 +2,6 @@ import shutil
 from pathlib import Path
 from unittest import mock

-import pytest
 from django.core.management import call_command
 from django.test import TestCase

@@ -13,7 +12,6 @@ from documents.tests.utils import DirectoriesMixin
 from documents.tests.utils import FileSystemAssertsMixin


-@pytest.mark.management
 class TestMakeThumbnails(DirectoriesMixin, FileSystemAssertsMixin, TestCase):
    def make_models(self) -> None:
        self.d1 = Document.objects.create(
--- a/src/documents/tests/test_task_signals.py
+++ b/src/documents/tests/test_task_signals.py
@@ -7,9 +7,7 @@ from django.test import TestCase
 from documents.data_models import ConsumableDocument
 from documents.data_models import DocumentMetadataOverrides
 from documents.data_models import DocumentSource
-from documents.models import Document
 from documents.models import PaperlessTask
-from documents.signals.handlers import add_to_index
 from documents.signals.handlers import before_task_publish_handler
 from documents.signals.handlers import task_failure_handler
 from documents.signals.handlers import task_postrun_handler
@@ -200,39 +198,3 @@ class TestTaskSignalHandler(DirectoriesMixin, TestCase):
        task = PaperlessTask.objects.get()

        self.assertEqual(celery.states.FAILURE, task.status)
-
-    def test_add_to_index_indexes_root_once_for_root_documents(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-
-        with mock.patch("documents.index.add_or_update_document") as add:
-            add_to_index(sender=None, document=root)
-
-        add.assert_called_once_with(root)
-
-    def test_add_to_index_reindexes_root_for_version_documents(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        version = Document.objects.create(
-            title="version",
-            checksum="version",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-
-        with mock.patch("documents.index.add_or_update_document") as add:
-            add_to_index(sender=None, document=version)
-
-        self.assertEqual(add.call_count, 2)
-        self.assertEqual(add.call_args_list[0].args[0].id, version.id)
-        self.assertEqual(add.call_args_list[1].args[0].id, root.id)
-        self.assertEqual(
-            add.call_args_list[1].kwargs,
-            {"effective_content": version.content},
-        )
--- a/src/documents/tests/test_version_conditionals.py
+++ b/src/documents/tests/test_version_conditionals.py
@@ -1,91 +0,0 @@
-from types import SimpleNamespace
-from unittest import mock
-
-from django.test import TestCase
-
-from documents.conditionals import metadata_etag
-from documents.conditionals import preview_etag
-from documents.conditionals import thumbnail_last_modified
-from documents.models import Document
-from documents.tests.utils import DirectoriesMixin
-from documents.versioning import resolve_effective_document_by_pk
-
-
-class TestConditionals(DirectoriesMixin, TestCase):
-    def test_metadata_etag_uses_latest_version_for_root_request(self) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root-checksum",
-            archive_checksum="root-archive",
-            mime_type="application/pdf",
-        )
-        latest = Document.objects.create(
-            title="v1",
-            checksum="version-checksum",
-            archive_checksum="version-archive",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-        request = SimpleNamespace(query_params={})
-
-        self.assertEqual(metadata_etag(request, root.id), latest.checksum)
-        self.assertEqual(preview_etag(request, root.id), latest.archive_checksum)
-
-    def test_resolve_effective_doc_returns_none_for_invalid_or_unrelated_version(
-        self,
-    ) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        other_root = Document.objects.create(
-            title="other",
-            checksum="other",
-            mime_type="application/pdf",
-        )
-        other_version = Document.objects.create(
-            title="other-v1",
-            checksum="other-v1",
-            mime_type="application/pdf",
-            root_document=other_root,
-        )
-
-        invalid_request = SimpleNamespace(query_params={"version": "not-a-number"})
-        unrelated_request = SimpleNamespace(
-            query_params={"version": str(other_version.id)},
-        )
-
-        self.assertIsNone(
-            resolve_effective_document_by_pk(root.id, invalid_request).document,
-        )
-        self.assertIsNone(
-            resolve_effective_document_by_pk(root.id, unrelated_request).document,
-        )
-
-    def test_thumbnail_last_modified_uses_effective_document_for_cache_key(
-        self,
-    ) -> None:
-        root = Document.objects.create(
-            title="root",
-            checksum="root",
-            mime_type="application/pdf",
-        )
-        latest = Document.objects.create(
-            title="v2",
-            checksum="v2",
-            mime_type="application/pdf",
-            root_document=root,
-        )
-        latest.thumbnail_path.parent.mkdir(parents=True, exist_ok=True)
-        latest.thumbnail_path.write_bytes(b"thumb")
-
-        request = SimpleNamespace(query_params={})
-        with mock.patch(
-            "documents.conditionals.get_thumbnail_modified_key",
-            return_value="thumb-modified-key",
-        ) as get_thumb_key:
-            result = thumbnail_last_modified(request, root.id)
-
-        self.assertIsNotNone(result)
-        get_thumb_key.assert_called_once_with(latest.id)
--- a/src/documents/tests/test_workflows.py
+++ b/src/documents/tests/test_workflows.py
@@ -7,7 +7,6 @@ from collections.abc import Callable
 from datetime import timedelta
 from pathlib import Path
 from typing import TYPE_CHECKING
-from typing import Any
 from unittest import mock

 import pytest
@@ -57,7 +56,6 @@ from documents.models import WorkflowActionEmail
 from documents.models import WorkflowActionWebhook
 from documents.models import WorkflowRun
 from documents.models import WorkflowTrigger
-from documents.plugins.base import StopConsumeTaskError
 from documents.serialisers import WorkflowTriggerSerializer
 from documents.signals import document_consumption_finished
 from documents.tests.utils import DirectoriesMixin
@@ -643,7 +641,9 @@ class TestWorkflows(

        expected_str = f"Document did not match {w}"
        self.assertIn(expected_str, cm.output[0])
-        expected_str = f"Document path {test_file} does not match"
+        expected_str = (
+            f"Document path {Path(test_file).resolve(strict=False)} does not match"
+        )
        self.assertIn(expected_str, cm.output[1])

    def test_workflow_no_match_mail_rule(self) -> None:
@@ -1968,6 +1968,36 @@ class TestWorkflows(
        doc.refresh_from_db()
        self.assertEqual(doc.owner, self.user2)

+    @mock.patch("documents.tasks.send_websocket_document_updated")
+    def test_workflow_scheduled_trigger_sends_websocket_update(
+        self,
+        mock_send_websocket_document_updated,
+    ) -> None:
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.SCHEDULED,
+            schedule_offset_days=1,
+            schedule_date_field=WorkflowTrigger.ScheduleDateField.CREATED,
+        )
+        action = WorkflowAction.objects.create(assign_owner=self.user2)
+        workflow = Workflow.objects.create(name="Workflow 1", order=0)
+        workflow.triggers.add(trigger)
+        workflow.actions.add(action)
+
+        doc = Document.objects.create(
+            title="sample test",
+            correspondent=self.c,
+            original_filename="sample.pdf",
+            created=timezone.now() - timedelta(days=2),
+        )
+
+        tasks.check_scheduled_workflows()
+
+        self.assertEqual(mock_send_websocket_document_updated.call_count, 1)
+        self.assertEqual(
+            mock_send_websocket_document_updated.call_args.kwargs["document"].pk,
+            doc.pk,
+        )
+
    def test_workflow_scheduled_trigger_added(self) -> None:
        """
        GIVEN:
@@ -3917,427 +3947,6 @@ class TestWorkflows(
        )
        assert mock_remove_password.call_count == 2

-    def test_workflow_trash_action_soft_delete(self):
-        """
-        GIVEN:
-            - Document updated workflow with delete action
-        WHEN:
-            - Document that matches is updated
-        THEN:
-            - Document is moved to trash (soft deleted)
-        """
-        trigger = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
-        )
-        action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-        )
-        w = Workflow.objects.create(
-            name="Workflow 1",
-            order=0,
-        )
-        w.triggers.add(trigger)
-        w.actions.add(action)
-        w.save()
-
-        doc = Document.objects.create(
-            title="sample test",
-            correspondent=self.c,
-            original_filename="sample.pdf",
-        )
-
-        self.assertEqual(Document.objects.count(), 1)
-        self.assertEqual(Document.deleted_objects.count(), 0)
-
-        run_workflows(WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED, doc)
-
-        self.assertEqual(Document.objects.count(), 0)
-        self.assertEqual(Document.deleted_objects.count(), 1)
-
-    @override_settings(
-        PAPERLESS_EMAIL_HOST="localhost",
-        EMAIL_ENABLED=True,
-        PAPERLESS_URL="http://localhost:8000",
-    )
-    @mock.patch("django.core.mail.message.EmailMessage.send")
-    def test_workflow_trash_with_email_action(self, mock_email_send):
-        """
-        GIVEN:
-            - Workflow with email action, then move to trash action
-        WHEN:
-            - Document matches and workflow runs
-        THEN:
-            - Email is sent first
-            - Document is moved to trash (soft deleted)
-        """
-        mock_email_send.return_value = 1
-
-        trigger = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
-        )
-        email_action = WorkflowActionEmail.objects.create(
-            subject="Document deleted: {doc_title}",
-            body="Document {doc_title} will be deleted",
-            to="user@example.com",
-            include_document=False,
-        )
-        email_workflow_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.EMAIL,
-            email=email_action,
-        )
-        trash_workflow_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-        )
-        w = Workflow.objects.create(
-            name="Workflow with email then move to trash",
-            order=0,
-        )
-        w.triggers.add(trigger)
-        w.actions.add(email_workflow_action, trash_workflow_action)
-        w.save()
-
-        doc = Document.objects.create(
-            title="sample test",
-            correspondent=self.c,
-            original_filename="sample.pdf",
-        )
-
-        self.assertEqual(Document.objects.count(), 1)
-        self.assertEqual(Document.deleted_objects.count(), 0)
-
-        run_workflows(WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED, doc)
-
-        mock_email_send.assert_called_once()
-        self.assertEqual(Document.objects.count(), 0)
-        self.assertEqual(Document.deleted_objects.count(), 1)
-
-    @override_settings(
-        PAPERLESS_URL="http://localhost:8000",
-    )
-    @mock.patch("documents.workflows.webhooks.send_webhook.delay")
-    def test_workflow_trash_with_webhook_action(self, mock_webhook_delay):
-        """
-        GIVEN:
-            - Workflow with webhook action (include_document=True), then move to trash action
-        WHEN:
-            - Document matches and workflow runs
-        THEN:
-            - Webhook .delay() is called with complete data including file bytes
-            - Document is moved to trash (soft deleted)
-            - Webhook task has all necessary data and doesn't rely on document existence
-        """
-        trigger = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
-        )
-        webhook_action = WorkflowActionWebhook.objects.create(
-            use_params=True,
-            params={
-                "title": "{{doc_title}}",
-                "message": "Document being deleted",
-            },
-            url="https://paperless-ngx.com/webhook",
-            include_document=True,
-        )
-        webhook_workflow_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.WEBHOOK,
-            webhook=webhook_action,
-        )
-        trash_workflow_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-        )
-        w = Workflow.objects.create(
-            name="Workflow with webhook then move to trash",
-            order=0,
-        )
-        w.triggers.add(trigger)
-        w.actions.add(webhook_workflow_action, trash_workflow_action)
-        w.save()
-
-        test_file = shutil.copy(
-            self.SAMPLE_DIR / "simple.pdf",
-            self.dirs.scratch_dir / "simple.pdf",
-        )
-
-        doc = Document.objects.create(
-            title="sample test",
-            correspondent=self.c,
-            original_filename="simple.pdf",
-            filename=test_file,
-            mime_type="application/pdf",
-        )
-
-        self.assertEqual(Document.objects.count(), 1)
-        self.assertEqual(Document.deleted_objects.count(), 0)
-
-        run_workflows(WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED, doc)
-
-        mock_webhook_delay.assert_called_once()
-        call_kwargs = mock_webhook_delay.call_args[1]
-        self.assertEqual(call_kwargs["url"], "https://paperless-ngx.com/webhook")
-        self.assertEqual(
-            call_kwargs["data"],
-            {"title": "sample test", "message": "Document being deleted"},
-        )
-        self.assertIsNotNone(call_kwargs["files"])
-        self.assertIn("file", call_kwargs["files"])
-        self.assertEqual(call_kwargs["files"]["file"][0], "simple.pdf")
-        self.assertEqual(call_kwargs["files"]["file"][2], "application/pdf")
-        self.assertIsInstance(call_kwargs["files"]["file"][1], bytes)
-
-        self.assertEqual(Document.objects.count(), 0)
-        self.assertEqual(Document.deleted_objects.count(), 1)
-
-    @override_settings(
-        PAPERLESS_EMAIL_HOST="localhost",
-        EMAIL_ENABLED=True,
-        PAPERLESS_URL="http://localhost:8000",
-    )
-    @mock.patch("django.core.mail.message.EmailMessage.send")
-    def test_workflow_trash_after_email_failure(self, mock_email_send) -> None:
-        """
-        GIVEN:
-            - Workflow with email action (that fails), then move to trash action
-        WHEN:
-            - Document matches and workflow runs
-            - Email action raises exception
-        THEN:
-            - Email failure is logged
-            - Move to Trash still executes successfully (soft delete)
-        """
-        mock_email_send.side_effect = Exception("Email server error")
-
-        trigger = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
-        )
-        email_action = WorkflowActionEmail.objects.create(
-            subject="Document deleted: {doc_title}",
-            body="Document {doc_title} will be deleted",
-            to="user@example.com",
-            include_document=False,
-        )
-        email_workflow_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.EMAIL,
-            email=email_action,
-        )
-        trash_workflow_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-        )
-        w = Workflow.objects.create(
-            name="Workflow with failing email then move to trash",
-            order=0,
-        )
-        w.triggers.add(trigger)
-        w.actions.add(email_workflow_action, trash_workflow_action)
-        w.save()
-
-        doc = Document.objects.create(
-            title="sample test",
-            correspondent=self.c,
-            original_filename="sample.pdf",
-        )
-
-        self.assertEqual(Document.objects.count(), 1)
-        self.assertEqual(Document.deleted_objects.count(), 0)
-
-        with self.assertLogs("paperless.workflows.actions", level="ERROR") as cm:
-            run_workflows(WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED, doc)
-
-            expected_str = "Error occurred sending notification email"
-            self.assertIn(expected_str, cm.output[0])
-
-        self.assertEqual(Document.objects.count(), 0)
-        self.assertEqual(Document.deleted_objects.count(), 1)
-
-    def test_multiple_workflows_trash_then_assignment(self):
-        """
-        GIVEN:
-            - Workflow 1 (order=0) with move to trash action
-            - Workflow 2 (order=1) with assignment action
-            - Both workflows match the same document
-        WHEN:
-            - Workflows run sequentially
-        THEN:
-            - First workflow runs and deletes document (soft delete)
-            - Second workflow does not trigger (document no longer exists)
-            - Logs confirm move to trash and skipping of remaining workflows
-        """
-        trigger1 = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
-        )
-        trash_workflow_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-        )
-        w1 = Workflow.objects.create(
-            name="Workflow 1 - Move to Trash",
-            order=0,
-        )
-        w1.triggers.add(trigger1)
-        w1.actions.add(trash_workflow_action)
-        w1.save()
-
-        trigger2 = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
-        )
-        assignment_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.ASSIGNMENT,
-            assign_correspondent=self.c2,
-        )
-        w2 = Workflow.objects.create(
-            name="Workflow 2 - Assignment",
-            order=1,
-        )
-        w2.triggers.add(trigger2)
-        w2.actions.add(assignment_action)
-        w2.save()
-
-        doc = Document.objects.create(
-            title="sample test",
-            correspondent=self.c,
-            original_filename="sample.pdf",
-        )
-
-        self.assertEqual(Document.objects.count(), 1)
-        self.assertEqual(Document.deleted_objects.count(), 0)
-
-        with self.assertLogs("paperless", level="DEBUG") as cm:
-            run_workflows(WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED, doc)
-
-        self.assertEqual(Document.objects.count(), 0)
-        self.assertEqual(Document.deleted_objects.count(), 1)
-
-        # We check logs instead of WorkflowRun.objects.count() because when the document
-        # is soft-deleted, the WorkflowRun is cascade-deleted (hard delete) since it does
-        # not inherit from the SoftDeleteModel. The logs confirm that the first workflow
-        # executed the move to trash and remaining workflows were skipped.
-        log_output = "\n".join(cm.output)
-        self.assertIn("Moved document", log_output)
-        self.assertIn("to trash", log_output)
-        self.assertIn(
-            "Document was moved to trash, skipping remaining workflows",
-            log_output,
-        )
-
-    def test_workflow_delete_action_during_consumption(self):
-        """
-        GIVEN:
-            - Workflow with consumption trigger and delete action
-        WHEN:
-            - Document is being consumed and workflow runs
-        THEN:
-            - StopConsumeTaskError is raised to halt consumption
-            - Original file is deleted
-            - No document is created
-        """
-        trigger = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-            sources=f"{DocumentSource.ConsumeFolder}",
-            filter_filename="*",
-        )
-        action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-        )
-        w = Workflow.objects.create(
-            name="Workflow Delete During Consumption",
-            order=0,
-        )
-        w.triggers.add(trigger)
-        w.actions.add(action)
-        w.save()
-
-        # Create a test file to be consumed
-        test_file = shutil.copy(
-            self.SAMPLE_DIR / "simple.pdf",
-            self.dirs.scratch_dir / "simple.pdf",
-        )
-        test_file_path = Path(test_file)
-        self.assertTrue(test_file_path.exists())
-
-        # Create a ConsumableDocument
-        consumable_doc = ConsumableDocument(
-            source=DocumentSource.ConsumeFolder,
-            original_file=test_file_path,
-        )
-
-        self.assertEqual(Document.objects.count(), 0)
-
-        # Run workflows with overrides (consumption flow)
-        with self.assertRaises(StopConsumeTaskError) as context:
-            run_workflows(
-                WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-                consumable_doc,
-                overrides=DocumentMetadataOverrides(),
-            )
-
-        self.assertIn("deleted by workflow action", str(context.exception))
-
-        # File should be deleted
-        self.assertFalse(test_file_path.exists())
-
-        # No document should be created
-        self.assertEqual(Document.objects.count(), 0)
-
-    def test_workflow_delete_action_during_consumption_with_assignment(self):
-        """
-        GIVEN:
-            - Workflow with consumption trigger, assignment action, then delete action
-        WHEN:
-            - Document is being consumed and workflow runs
-        THEN:
-            - StopConsumeTaskError is raised to halt consumption
-            - Original file is deleted
-            - No document is created (even though assignment would have worked)
-        """
-        trigger = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-            sources=f"{DocumentSource.ConsumeFolder}",
-            filter_filename="*",
-        )
-        assignment_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.ASSIGNMENT,
-            assign_title="This should not be applied",
-            assign_correspondent=self.c,
-        )
-        trash_workflow_action = WorkflowAction.objects.create(
-            type=WorkflowAction.WorkflowActionType.MOVE_TO_TRASH,
-        )
-        w = Workflow.objects.create(
-            name="Workflow Assignment then Delete During Consumption",
-            order=0,
-        )
-        w.triggers.add(trigger)
-        w.actions.add(assignment_action, trash_workflow_action)
-        w.save()
-
-        # Create a test file to be consumed
-        test_file = shutil.copy(
-            self.SAMPLE_DIR / "simple.pdf",
-            self.dirs.scratch_dir / "simple2.pdf",
-        )
-        test_file_path = Path(test_file)
-        self.assertTrue(test_file_path.exists())
-
-        # Create a ConsumableDocument
-        consumable_doc = ConsumableDocument(
-            source=DocumentSource.ConsumeFolder,
-            original_file=test_file_path,
-        )
-
-        self.assertEqual(Document.objects.count(), 0)
-
-        # Run workflows with overrides (consumption flow)
-        with self.assertRaises(StopConsumeTaskError):
-            run_workflows(
-                WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-                consumable_doc,
-                overrides=DocumentMetadataOverrides(),
-            )
-
-        # File should be deleted
-        self.assertFalse(test_file_path.exists())
-
-        # No document should be created
-        self.assertEqual(Document.objects.count(), 0)
-

 class TestWebhookSend:
    def test_send_webhook_data_or_json(
@@ -4380,17 +3989,13 @@ class TestWebhookSend:


@pytest.fixture
-def resolve_to(monkeypatch: pytest.MonkeyPatch) -> Callable[[str], None]:
+def resolve_to(monkeypatch):
    """
    Force DNS resolution to a specific IP for any hostname.
    """

-    def _set(ip: str) -> None:
-        def fake_getaddrinfo(
-            host: str,
-            *_args: object,
-            **_kwargs: object,
-        ) -> list[tuple[Any, ...]]:
+    def _set(ip: str):
+        def fake_getaddrinfo(host, *_args, **_kwargs):
            return [(socket.AF_INET, None, None, "", (ip, 0))]

        monkeypatch.setattr(socket, "getaddrinfo", fake_getaddrinfo)
@@ -4597,7 +4202,7 @@ class TestDateWorkflowLocalization(
        self,
        title_template: str,
        expected_title: str,
-    ) -> None:
+    ):
        """
        GIVEN:
            - Document added workflow with title template using localize_date filter
@@ -4662,7 +4267,7 @@ class TestDateWorkflowLocalization(
        self,
        title_template: str,
        expected_title: str,
-    ) -> None:
+    ):
        """
        GIVEN:
            - Document updated workflow with title template using localize_date filter
@@ -4738,7 +4343,7 @@ class TestDateWorkflowLocalization(
        settings: SettingsWrapper,
        title_template: str,
        expected_title: str,
-    ) -> None:
+    ):
        trigger = WorkflowTrigger.objects.create(
            type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
            sources=f"{DocumentSource.ApiUpload}",
--- a/src/documents/versioning.py
+++ b/src/documents/versioning.py
@@ -1,124 +0,0 @@
-from __future__ import annotations
-
-from dataclasses import dataclass
-from enum import Enum
-from typing import TYPE_CHECKING
-from typing import Any
-
-from documents.models import Document
-
-if TYPE_CHECKING:
-    from django.http import HttpRequest
-
-
-class VersionResolutionError(str, Enum):
-    INVALID = "invalid"
-    NOT_FOUND = "not_found"
-
-
-@dataclass(frozen=True, slots=True)
-class VersionResolution:
-    document: Document | None
-    error: VersionResolutionError | None = None
-
-
-def _document_manager(*, include_deleted: bool) -> Any:
-    return Document.global_objects if include_deleted else Document.objects
-
-
-def get_request_version_param(request: HttpRequest) -> str | None:
-    if hasattr(request, "query_params"):
-        return request.query_params.get("version")
-    return None
-
-
-def get_root_document(doc: Document, *, include_deleted: bool = False) -> Document:
-    # Use root_document_id to avoid a query when this is already a root.
-    # If root_document isn't available, fall back to the document itself.
-    if doc.root_document_id is None:
-        return doc
-    if doc.root_document is not None:
-        return doc.root_document
-
-    manager = _document_manager(include_deleted=include_deleted)
-    root_doc = manager.only("id").filter(id=doc.root_document_id).first()
-    return root_doc or doc
-
-
-def get_latest_version_for_root(
-    root_doc: Document,
-    *,
-    include_deleted: bool = False,
-) -> Document:
-    manager = _document_manager(include_deleted=include_deleted)
-    latest = manager.filter(root_document=root_doc).order_by("-id").first()
-    return latest or root_doc
-
-
-def resolve_requested_version_for_root(
-    root_doc: Document,
-    request: Any,
-    *,
-    include_deleted: bool = False,
-) -> VersionResolution:
-    version_param = get_request_version_param(request)
-    if not version_param:
-        return VersionResolution(
-            document=get_latest_version_for_root(
-                root_doc,
-                include_deleted=include_deleted,
-            ),
-        )
-
-    try:
-        version_id = int(version_param)
-    except (TypeError, ValueError):
-        return VersionResolution(document=None, error=VersionResolutionError.INVALID)
-
-    manager = _document_manager(include_deleted=include_deleted)
-    candidate = manager.only("id", "root_document_id").filter(id=version_id).first()
-    if candidate is None:
-        return VersionResolution(document=None, error=VersionResolutionError.NOT_FOUND)
-    if candidate.id != root_doc.id and candidate.root_document_id != root_doc.id:
-        return VersionResolution(document=None, error=VersionResolutionError.NOT_FOUND)
-    return VersionResolution(document=candidate)
-
-
-def resolve_effective_document(
-    request_doc: Document,
-    request: Any,
-    *,
-    include_deleted: bool = False,
-) -> VersionResolution:
-    root_doc = get_root_document(request_doc, include_deleted=include_deleted)
-    if get_request_version_param(request) is not None:
-        return resolve_requested_version_for_root(
-            root_doc,
-            request,
-            include_deleted=include_deleted,
-        )
-    if request_doc.root_document_id is None:
-        return VersionResolution(
-            document=get_latest_version_for_root(
-                root_doc,
-                include_deleted=include_deleted,
-            ),
-        )
-    return VersionResolution(document=request_doc)
-
-
-def resolve_effective_document_by_pk(
-    pk: int,
-    request: Any,
-    *,
-    include_deleted: bool = False,
-) -> VersionResolution:
-    manager = _document_manager(include_deleted=include_deleted)
-    request_doc = manager.only("id", "root_document_id").filter(pk=pk).first()
-    if request_doc is None:
-        return VersionResolution(document=None, error=VersionResolutionError.NOT_FOUND)
-    return resolve_effective_document(
-        request_doc,
-        request,
-        include_deleted=include_deleted,
-    )
--- a/src/documents/views.py
+++ b/src/documents/views.py
@@ -10,8 +10,6 @@ from collections import deque
 from datetime import datetime
 from pathlib import Path
 from time import mktime
-from typing import TYPE_CHECKING
-from typing import Any
 from typing import Literal
 from unicodedata import normalize
 from urllib.parse import quote
@@ -31,22 +29,15 @@ from django.db.migrations.loader import MigrationLoader
 from django.db.migrations.recorder import MigrationRecorder
 from django.db.models import Case
 from django.db.models import Count
-from django.db.models import F
 from django.db.models import IntegerField
 from django.db.models import Max
 from django.db.models import Model
-from django.db.models import OuterRef
-from django.db.models import Prefetch
-from django.db.models import Q
-from django.db.models import Subquery
 from django.db.models import Sum
 from django.db.models import When
-from django.db.models.functions import Coalesce
 from django.db.models.functions import Lower
 from django.db.models.manager import Manager
 from django.http import FileResponse
 from django.http import Http404
-from django.http import HttpRequest
 from django.http import HttpResponse
 from django.http import HttpResponseBadRequest
 from django.http import HttpResponseForbidden
@@ -91,7 +82,6 @@ from rest_framework.mixins import ListModelMixin
 from rest_framework.mixins import RetrieveModelMixin
 from rest_framework.mixins import UpdateModelMixin
 from rest_framework.permissions import IsAuthenticated
-from rest_framework.request import Request
 from rest_framework.response import Response
 from rest_framework.viewsets import GenericViewSet
 from rest_framework.viewsets import ModelViewSet
@@ -179,8 +169,6 @@ from documents.serialisers import CustomFieldSerializer
 from documents.serialisers import DocumentListSerializer
 from documents.serialisers import DocumentSerializer
 from documents.serialisers import DocumentTypeSerializer
-from documents.serialisers import DocumentVersionLabelSerializer
-from documents.serialisers import DocumentVersionSerializer
 from documents.serialisers import EmailSerializer
 from documents.serialisers import NotesSerializer
 from documents.serialisers import PostDocumentSerializer
@@ -193,6 +181,7 @@ from documents.serialisers import ShareLinkSerializer
 from documents.serialisers import StoragePathSerializer
 from documents.serialisers import StoragePathTestSerializer
 from documents.serialisers import TagSerializer
+from documents.serialisers import TagSerializerVersion1
 from documents.serialisers import TasksViewSerializer
 from documents.serialisers import TrashSerializer
 from documents.serialisers import UiSettingsViewSerializer
@@ -209,11 +198,6 @@ from documents.tasks import sanity_check
 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 get_latest_version_for_root
-from documents.versioning import get_request_version_param
-from documents.versioning import get_root_document
-from documents.versioning import resolve_requested_version_for_root
 from paperless import version
 from paperless.celery import app as celery_app
 from paperless.config import AIConfig
@@ -488,7 +472,6 @@ class CorrespondentViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet):
@extend_schema_view(**generate_object_with_permissions_schema(TagSerializer))
 class TagViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet):
    model = Tag
-    serializer_class = TagSerializer
    document_count_through = Document.tags.through
    document_count_source_field = "tag_id"

@@ -496,6 +479,12 @@ class TagViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet):
        Lower("name"),
    )

+    def get_serializer_class(self, *args, **kwargs):
+        if int(self.request.version) == 1:
+            return TagSerializerVersion1
+        else:
+            return TagSerializer
+
    pagination_class = StandardPagination
    permission_classes = (IsAuthenticated, PaperlessObjectPermissions)
    filter_backends = (
@@ -617,12 +606,6 @@ class EmailDocumentDetailSchema(EmailSerializer):
                type=OpenApiTypes.BOOL,
                location=OpenApiParameter.QUERY,
            ),
-            OpenApiParameter(
-                name="follow_formatting",
-                description="Whether or not to use the filename on disk",
-                type=OpenApiTypes.BOOL,
-                location=OpenApiParameter.QUERY,
-            ),
        ],
        responses={200: OpenApiTypes.BINARY},
    ),
@@ -801,7 +784,7 @@ class DocumentViewSet(
    GenericViewSet,
 ):
    model = Document
-    queryset = Document.objects.all()
+    queryset = Document.objects.annotate(num_notes=Count("notes"))
    serializer_class = DocumentSerializer
    pagination_class = StandardPagination
    permission_classes = (IsAuthenticated, PaperlessObjectPermissions)
@@ -812,7 +795,7 @@ class DocumentViewSet(
        ObjectOwnedOrGrantedPermissionsFilter,
    )
    filterset_class = DocumentFilterSet
-    search_fields = ("title", "correspondent__name", "effective_content")
+    search_fields = ("title", "correspondent__name", "content")
    ordering_fields = (
        "id",
        "title",
@@ -830,33 +813,12 @@ class DocumentViewSet(
    )

    def get_queryset(self):
-        latest_version_content = Subquery(
-            Document.objects.filter(root_document=OuterRef("pk"))
-            .order_by("-id")
-            .values("content")[:1],
-        )
        return (
-            Document.objects.filter(root_document__isnull=True)
-            .distinct()
+            Document.objects.distinct()
            .order_by("-created")
-            .annotate(effective_content=Coalesce(latest_version_content, F("content")))
            .annotate(num_notes=Count("notes"))
            .select_related("correspondent", "storage_path", "document_type", "owner")
-            .prefetch_related(
-                Prefetch(
-                    "versions",
-                    queryset=Document.objects.only(
-                        "id",
-                        "added",
-                        "checksum",
-                        "version_label",
-                        "root_document_id",
-                    ),
-                ),
-                "tags",
-                "custom_fields",
-                "notes",
-            )
+            .prefetch_related("tags", "custom_fields", "notes")
        )

    def get_serializer(self, *args, **kwargs):
@@ -878,100 +840,15 @@ class DocumentViewSet(
        )
        return super().get_serializer(*args, **kwargs)

-    @extend_schema(
-        operation_id="documents_root",
-        responses=inline_serializer(
-            name="DocumentRootResponse",
-            fields={
-                "root_id": serializers.IntegerField(),
-            },
-        ),
-    )
-    @action(methods=["get"], detail=True, url_path="root")
-    def root(self, request, pk=None):
-        try:
-            doc = Document.global_objects.select_related(
-                "owner",
-                "root_document",
-            ).get(pk=pk)
-        except Document.DoesNotExist:
-            raise Http404
-
-        root_doc = get_root_document(doc)
-        if request.user is not None and not has_perms_owner_aware(
-            request.user,
-            "view_document",
-            root_doc,
-        ):
-            return HttpResponseForbidden("Insufficient permissions")
-
-        return Response({"root_id": root_doc.id})
-
-    def retrieve(
-        self,
-        request: Request,
-        *args: Any,
-        **kwargs: Any,
-    ) -> Response:
-        response = super().retrieve(request, *args, **kwargs)
-        if (
-            "version" not in request.query_params
-            or not isinstance(response.data, dict)
-            or "content" not in response.data
-        ):
-            return response
-
-        root_doc = self.get_object()
-        content_doc = self._resolve_file_doc(root_doc, request)
-        response.data["content"] = content_doc.content or ""
-        return response
-
    def update(self, request, *args, **kwargs):
-        partial = kwargs.pop("partial", False)
-        root_doc = self.get_object()
-        content_doc = (
-            self._resolve_file_doc(root_doc, request)
-            if "version" in request.query_params
-            else get_latest_version_for_root(root_doc)
-        )
-        content_updated = "content" in request.data
-        updated_content = request.data.get("content") if content_updated else None
-
-        data = request.data.copy()
-        serializer_partial = partial
-        if content_updated and content_doc.id != root_doc.id:
-            if updated_content is None:
-                raise ValidationError({"content": ["This field may not be null."]})
-            data.pop("content", None)
-            serializer_partial = True
-
-        serializer = self.get_serializer(
-            root_doc,
-            data=data,
-            partial=serializer_partial,
-        )
-        serializer.is_valid(raise_exception=True)
-        self.perform_update(serializer)
-
-        if content_updated and content_doc.id != root_doc.id:
-            content_doc.content = (
-                str(updated_content) if updated_content is not None else ""
-            )
-            content_doc.save(update_fields=["content", "modified"])
-
-        refreshed_doc = self.get_queryset().get(pk=root_doc.pk)
-        response_data = self.get_serializer(refreshed_doc).data
-        if "version" in request.query_params and "content" in response_data:
-            response_data["content"] = content_doc.content
-        response = Response(response_data)
-
+        response = super().update(request, *args, **kwargs)
        from documents import index

-        index.add_or_update_document(refreshed_doc)
+        index.add_or_update_document(self.get_object())

        document_updated.send(
            sender=self.__class__,
-            document=refreshed_doc,
+            document=self.get_object(),
        )

        return response
@@ -999,76 +876,19 @@ class DocumentViewSet(
            and request.query_params["original"] == "true"
        )

-    def _resolve_file_doc(self, root_doc: Document, request):
-        version_requested = get_request_version_param(request) is not None
-        resolution = resolve_requested_version_for_root(
-            root_doc,
-            request,
-            include_deleted=version_requested,
-        )
-        if resolution.error == VersionResolutionError.INVALID:
-            raise NotFound("Invalid version parameter")
-        if resolution.document is None:
-            raise Http404
-        return resolution.document
-
-    def _get_effective_file_doc(
-        self,
-        request_doc: Document,
-        root_doc: Document,
-        request: Request,
-    ) -> Document:
-        if (
-            request_doc.root_document_id is not None
-            and get_request_version_param(request) is None
-        ):
-            return request_doc
-        return self._resolve_file_doc(root_doc, request)
-
-    def _resolve_request_and_root_doc(
-        self,
-        pk,
-        request: Request,
-        *,
-        include_deleted: bool = False,
-    ) -> tuple[Document, Document] | HttpResponseForbidden:
-        manager = Document.global_objects if include_deleted else Document.objects
-        try:
-            request_doc = manager.select_related(
-                "owner",
-                "root_document",
-            ).get(id=pk)
-        except Document.DoesNotExist:
-            raise Http404
-
-        root_doc = get_root_document(
-            request_doc,
-            include_deleted=include_deleted,
-        )
+    def file_response(self, pk, request, disposition):
+        doc = Document.global_objects.select_related("owner").get(id=pk)
        if request.user is not None and not has_perms_owner_aware(
            request.user,
            "view_document",
-            root_doc,
+            doc,
        ):
            return HttpResponseForbidden("Insufficient permissions")
-        return request_doc, root_doc
-
-    def file_response(self, pk, request, disposition):
-        resolved = self._resolve_request_and_root_doc(
-            pk,
-            request,
-            include_deleted=True,
-        )
-        if isinstance(resolved, HttpResponseForbidden):
-            return resolved
-        request_doc, root_doc = resolved
-        file_doc = self._get_effective_file_doc(request_doc, root_doc, request)
        return serve_file(
-            doc=file_doc,
+            doc=doc,
            use_archive=not self.original_requested(request)
-            and file_doc.has_archive_version,
+            and doc.has_archive_version,
            disposition=disposition,
-            follow_formatting=request.query_params.get("follow_formatting", False),
        )

    def get_metadata(self, file, mime_type):
@@ -1101,14 +921,16 @@ class DocumentViewSet(
        condition(etag_func=metadata_etag, last_modified_func=metadata_last_modified),
    )
    def metadata(self, request, pk=None):
-        resolved = self._resolve_request_and_root_doc(pk, request)
-        if isinstance(resolved, HttpResponseForbidden):
-            return resolved
-        request_doc, root_doc = resolved
-
-        # Choose the effective document (newest version by default,
-        # or explicit via ?version=).
-        doc = self._get_effective_file_doc(request_doc, root_doc, request)
+        try:
+            doc = Document.objects.select_related("owner").get(pk=pk)
+            if request.user is not None and not has_perms_owner_aware(
+                request.user,
+                "view_document",
+                doc,
+            ):
+                return HttpResponseForbidden("Insufficient permissions")
+        except Document.DoesNotExist:
+            raise Http404

        document_cached_metadata = get_metadata_cache(doc.pk)

@@ -1277,38 +1099,29 @@ class DocumentViewSet(
        condition(etag_func=preview_etag, last_modified_func=preview_last_modified),
    )
    def preview(self, request, pk=None):
-        resolved = self._resolve_request_and_root_doc(pk, request)
-        if isinstance(resolved, HttpResponseForbidden):
-            return resolved
-        request_doc, root_doc = resolved
-
        try:
-            file_doc = self._get_effective_file_doc(request_doc, root_doc, request)
-
-            return serve_file(
-                doc=file_doc,
-                use_archive=not self.original_requested(request)
-                and file_doc.has_archive_version,
-                disposition="inline",
-            )
-        except FileNotFoundError:
+            response = self.file_response(pk, request, "inline")
+            return response
+        except (FileNotFoundError, Document.DoesNotExist):
            raise Http404

    @action(methods=["get"], detail=True, filter_backends=[])
    @method_decorator(cache_control(no_cache=True))
    @method_decorator(last_modified(thumbnail_last_modified))
    def thumb(self, request, pk=None):
-        resolved = self._resolve_request_and_root_doc(pk, request)
-        if isinstance(resolved, HttpResponseForbidden):
-            return resolved
-        request_doc, root_doc = resolved
-
        try:
-            file_doc = self._get_effective_file_doc(request_doc, root_doc, request)
-            handle = file_doc.thumbnail_file
+            doc = Document.objects.select_related("owner").get(id=pk)
+            if request.user is not None and not has_perms_owner_aware(
+                request.user,
+                "view_document",
+                doc,
+            ):
+                return HttpResponseForbidden("Insufficient permissions")
+
+            handle = doc.thumbnail_file

            return HttpResponse(handle, content_type="image/webp")
-        except FileNotFoundError:
+        except (FileNotFoundError, Document.DoesNotExist):
            raise Http404

    @action(methods=["get"], detail=True)
@@ -1597,246 +1410,6 @@ class DocumentViewSet(
                "Error emailing documents, check logs for more detail.",
            )

-    @extend_schema(
-        operation_id="documents_update_version",
-        request=DocumentVersionSerializer,
-        responses={
-            200: OpenApiTypes.STR,
-        },
-    )
-    @action(methods=["post"], detail=True, parser_classes=[parsers.MultiPartParser])
-    def update_version(self, request, pk=None):
-        serializer = DocumentVersionSerializer(data=request.data)
-        serializer.is_valid(raise_exception=True)
-
-        try:
-            request_doc = Document.objects.select_related(
-                "owner",
-                "root_document",
-            ).get(pk=pk)
-            root_doc = get_root_document(request_doc)
-            if request.user is not None and not has_perms_owner_aware(
-                request.user,
-                "change_document",
-                root_doc,
-            ):
-                return HttpResponseForbidden("Insufficient permissions")
-        except Document.DoesNotExist:
-            raise Http404
-
-        try:
-            doc_name, doc_data = serializer.validated_data.get("document")
-            version_label = serializer.validated_data.get("version_label")
-
-            t = int(mktime(datetime.now().timetuple()))
-
-            settings.SCRATCH_DIR.mkdir(parents=True, exist_ok=True)
-
-            temp_file_path = Path(tempfile.mkdtemp(dir=settings.SCRATCH_DIR)) / Path(
-                pathvalidate.sanitize_filename(doc_name),
-            )
-
-            temp_file_path.write_bytes(doc_data)
-
-            os.utime(temp_file_path, times=(t, t))
-
-            input_doc = ConsumableDocument(
-                source=DocumentSource.ApiUpload,
-                original_file=temp_file_path,
-                root_document_id=root_doc.pk,
-            )
-
-            overrides = DocumentMetadataOverrides()
-            if version_label:
-                overrides.version_label = version_label.strip()
-            if request.user is not None:
-                overrides.actor_id = request.user.id
-
-            async_task = consume_file.delay(
-                input_doc,
-                overrides,
-            )
-            logger.debug(
-                f"Updated document {root_doc.id} with new version",
-            )
-            return Response(async_task.id)
-        except Exception as e:
-            logger.warning(f"An error occurred updating document: {e!s}")
-            return HttpResponseServerError(
-                "Error updating document, check logs for more detail.",
-            )
-
-    def _get_root_doc_for_version_action(self, pk) -> Document:
-        try:
-            root_doc = Document.objects.select_related(
-                "owner",
-                "root_document",
-            ).get(pk=pk)
-        except Document.DoesNotExist:
-            raise Http404
-        return get_root_document(root_doc)
-
-    def _get_version_doc_for_root(self, root_doc: Document, version_id) -> Document:
-        try:
-            version_doc = Document.objects.select_related("owner").get(
-                pk=version_id,
-            )
-        except Document.DoesNotExist:
-            raise Http404
-
-        if (
-            version_doc.id != root_doc.id
-            and version_doc.root_document_id != root_doc.id
-        ):
-            raise Http404
-        return version_doc
-
-    @extend_schema(
-        operation_id="documents_delete_version",
-        parameters=[
-            OpenApiParameter(
-                name="version_id",
-                type=OpenApiTypes.INT,
-                location=OpenApiParameter.PATH,
-            ),
-        ],
-        responses=inline_serializer(
-            name="DeleteDocumentVersionResult",
-            fields={
-                "result": serializers.CharField(),
-                "current_version_id": serializers.IntegerField(),
-            },
-        ),
-    )
-    @action(
-        methods=["delete"],
-        detail=True,
-        url_path=r"versions/(?P<version_id>\d+)",
-    )
-    def delete_version(self, request, pk=None, version_id=None):
-        root_doc = self._get_root_doc_for_version_action(pk)
-
-        if request.user is not None and not has_perms_owner_aware(
-            request.user,
-            "delete_document",
-            root_doc,
-        ):
-            return HttpResponseForbidden("Insufficient permissions")
-
-        version_doc = self._get_version_doc_for_root(root_doc, version_id)
-
-        if version_doc.id == root_doc.id:
-            return HttpResponseBadRequest(
-                "Cannot delete the root/original version. Delete the document instead.",
-            )
-
-        from documents import index
-
-        index.remove_document_from_index(version_doc)
-        version_doc_id = version_doc.id
-        version_doc.delete()
-        index.add_or_update_document(root_doc)
-        if settings.AUDIT_LOG_ENABLED:
-            actor = (
-                request.user if request.user and request.user.is_authenticated else None
-            )
-            LogEntry.objects.log_create(
-                instance=root_doc,
-                changes={
-                    "Version Deleted": ["None", version_doc_id],
-                },
-                action=LogEntry.Action.UPDATE,
-                actor=actor,
-                additional_data={
-                    "reason": "Version deleted",
-                    "version_id": version_doc_id,
-                },
-            )
-
-        current = (
-            Document.objects.filter(Q(id=root_doc.id) | Q(root_document=root_doc))
-            .order_by("-id")
-            .first()
-        )
-        return Response(
-            {
-                "result": "OK",
-                "current_version_id": current.id if current else root_doc.id,
-            },
-        )
-
-    @extend_schema(
-        operation_id="documents_update_version_label",
-        request=DocumentVersionLabelSerializer,
-        parameters=[
-            OpenApiParameter(
-                name="version_id",
-                type=OpenApiTypes.INT,
-                location=OpenApiParameter.PATH,
-            ),
-        ],
-        responses=inline_serializer(
-            name="UpdateDocumentVersionLabelResult",
-            fields={
-                "id": serializers.IntegerField(),
-                "added": serializers.DateTimeField(),
-                "version_label": serializers.CharField(
-                    required=False,
-                    allow_null=True,
-                ),
-                "checksum": serializers.CharField(
-                    required=False,
-                    allow_null=True,
-                ),
-                "is_root": serializers.BooleanField(),
-            },
-        ),
-    )
-    @delete_version.mapping.patch
-    def update_version_label(self, request, pk=None, version_id=None):
-        serializer = DocumentVersionLabelSerializer(data=request.data)
-        serializer.is_valid(raise_exception=True)
-
-        root_doc = self._get_root_doc_for_version_action(pk)
-        if request.user is not None and not has_perms_owner_aware(
-            request.user,
-            "change_document",
-            root_doc,
-        ):
-            return HttpResponseForbidden("Insufficient permissions")
-
-        version_doc = self._get_version_doc_for_root(root_doc, version_id)
-        old_label = version_doc.version_label
-        version_doc.version_label = serializer.validated_data["version_label"]
-        version_doc.save(update_fields=["version_label"])
-
-        if settings.AUDIT_LOG_ENABLED and old_label != version_doc.version_label:
-            actor = (
-                request.user if request.user and request.user.is_authenticated else None
-            )
-            LogEntry.objects.log_create(
-                instance=root_doc,
-                changes={
-                    "Version Label": [old_label, version_doc.version_label],
-                },
-                action=LogEntry.Action.UPDATE,
-                actor=actor,
-                additional_data={
-                    "reason": "Version label updated",
-                    "version_id": version_doc.id,
-                },
-            )
-
-        return Response(
-            {
-                "id": version_doc.id,
-                "added": version_doc.added,
-                "version_label": version_doc.version_label,
-                "checksum": version_doc.checksum,
-                "is_root": version_doc.id == root_doc.id,
-            },
-        )
-

 class ChatStreamingSerializer(serializers.Serializer):
    q = serializers.CharField(required=True)
@@ -1925,7 +1498,7 @@ class ChatStreamingView(GenericAPIView):
    ),
 )
 class UnifiedSearchViewSet(DocumentViewSet):
-    def __init__(self, *args: Any, **kwargs: Any) -> None:
+    def __init__(self, *args, **kwargs) -> None:
        super().__init__(*args, **kwargs)
        self.searcher = None

@@ -2103,7 +1676,7 @@ class SavedViewViewSet(ModelViewSet, PassUserMixin):
            .prefetch_related("filter_rules")
        )

-    def perform_create(self, serializer: serializers.BaseSerializer[Any]) -> None:
+    def perform_create(self, serializer) -> None:
        serializer.save(owner=self.request.user)


@@ -2136,15 +1709,13 @@ class BulkEditView(PassUserMixin):
        "modify_custom_fields": "custom_fields",
        "set_permissions": None,
        "delete": "deleted_at",
-        # These operations create new documents/versions no longer altering
-        # fields on the selected document in place
-        "rotate": None,
-        "delete_pages": None,
+        "rotate": "checksum",
+        "delete_pages": "checksum",
        "split": None,
        "merge": None,
-        "edit_pdf": None,
+        "edit_pdf": "checksum",
        "reprocess": "checksum",
-        "remove_password": None,
+        "remove_password": "checksum",
    }

    permission_classes = (IsAuthenticated,)
@@ -2162,8 +1733,6 @@ class BulkEditView(PassUserMixin):
        if method in [
            bulk_edit.split,
            bulk_edit.merge,
-            bulk_edit.rotate,
-            bulk_edit.delete_pages,
            bulk_edit.edit_pdf,
            bulk_edit.remove_password,
        ]:
@@ -3453,30 +3022,14 @@ class SharedLinkView(View):
        return response


-def serve_file(
-    *,
-    doc: Document,
-    use_archive: bool,
-    disposition: str,
-    follow_formatting: bool = False,
-) -> HttpResponse:
+def serve_file(*, doc: Document, use_archive: bool, disposition: str) -> HttpResponse:
    if use_archive:
-        if TYPE_CHECKING:
-            assert doc.archive_filename
-
        file_handle = doc.archive_file
-        filename = (
-            doc.archive_filename
-            if follow_formatting
-            else doc.get_public_filename(archive=True)
-        )
+        filename = doc.get_public_filename(archive=True)
        mime_type = "application/pdf"
    else:
-        if TYPE_CHECKING:
-            assert doc.filename
-
        file_handle = doc.source_file
-        filename = doc.filename if follow_formatting else doc.get_public_filename()
+        filename = doc.get_public_filename()
        mime_type = doc.mime_type
        # Support browser previewing csv files by using text mime type
        if mime_type in {"application/csv", "text/csv"} and disposition == "inline":
@@ -3957,16 +3510,11 @@ class TrashView(ListModelMixin, PassUserMixin):

    queryset = Document.deleted_objects.all()

-    def get(self, request: Request, format: str | None = None) -> Response:
+    def get(self, request, format=None):
        self.serializer_class = DocumentSerializer
        return self.list(request, format)

-    def post(
-        self,
-        request: Request,
-        *args: Any,
-        **kwargs: Any,
-    ) -> Response | HttpResponse:
+    def post(self, request, *args, **kwargs):
        serializer = self.get_serializer(data=request.data)
        serializer.is_valid(raise_exception=True)

@@ -3990,7 +3538,7 @@ class TrashView(ListModelMixin, PassUserMixin):
        return Response({"result": "OK", "doc_ids": doc_ids})


-def serve_logo(request: HttpRequest, filename: str | None = None) -> FileResponse:
+def serve_logo(request, filename=None):
    """
    Serves the configured logo file with Content-Disposition: attachment.
    Prevents inline execution of SVGs. See GHSA-6p53-hqqw-8j62
--- a/src/documents/workflows/actions.py
+++ b/src/documents/workflows/actions.py
@@ -1,6 +1,5 @@
 import logging
 import re
-import uuid
 from pathlib import Path

 from django.conf import settings
@@ -16,7 +15,6 @@ from documents.models import Document
 from documents.models import DocumentType
 from documents.models import WorkflowAction
 from documents.models import WorkflowTrigger
-from documents.plugins.base import StopConsumeTaskError
 from documents.signals import document_consumption_finished
 from documents.templating.workflows import parse_w_workflow_placeholders
 from documents.workflows.webhooks import send_webhook
@@ -340,33 +338,3 @@ def execute_password_removal_action(
        document.pk,
        extra={"group": logging_group},
    )
-
-
-def execute_move_to_trash_action(
-    action: WorkflowAction,
-    document: Document | ConsumableDocument,
-    logging_group: uuid.UUID | None,
-) -> None:
-    """
-    Execute a move to trash action for a workflow on an existing document or a
-    document in consumption. In case of an existing document it soft-deletes
-    the document. In case of consumption it aborts consumption and deletes the
-    file.
-    """
-    if isinstance(document, Document):
-        document.delete()
-        logger.debug(
-            f"Moved document {document} to trash",
-            extra={"group": logging_group},
-        )
-    else:
-        if document.original_file.exists():
-            document.original_file.unlink()
-        logger.info(
-            f"Workflow move to trash action triggered during consumption, "
-            f"deleting file {document.original_file}",
-            extra={"group": logging_group},
-        )
-        raise StopConsumeTaskError(
-            "Document deleted by workflow action during consumption",
-        )
--- a/src/locale/en_US/LC_MESSAGES/django.po
+++ b/src/locale/en_US/LC_MESSAGES/django.po
--- a/src/paperless/consumers.py
+++ b/src/paperless/consumers.py
@@ -1,4 +1,5 @@
 import json
+from typing import Any

 from asgiref.sync import async_to_sync
 from channels.exceptions import AcceptConnection
@@ -52,3 +53,10 @@ class StatusConsumer(WebsocketConsumer):
            self.close()
        else:
            self.send(json.dumps(event))
+
+    def document_updated(self, event: Any) -> None:
+        if not self._authenticated():
+            self.close()
+        else:
+            if self._can_view(event["data"]):
+                self.send(json.dumps(event))
--- a/src/paperless/settings.py
+++ b/src/paperless/settings.py
@@ -377,7 +377,7 @@ REST_FRAMEWORK = {
    "DEFAULT_VERSION": "9",  # match src-ui/src/environments/environment.prod.ts
    # Make sure these are ordered and that the most recent version appears
    # last. See api.md#api-versioning when adding new versions.
-    "ALLOWED_VERSIONS": ["2", "3", "4", "5", "6", "7", "8", "9"],
+    "ALLOWED_VERSIONS": ["1", "2", "3", "4", "5", "6", "7", "8", "9"],
    # DRF Spectacular default schema
    "DEFAULT_SCHEMA_CLASS": "drf_spectacular.openapi.AutoSchema",
 }
--- a/src/paperless/tests/test_websockets.py
+++ b/src/paperless/tests/test_websockets.py
@@ -48,6 +48,20 @@ class TestWebSockets(TestCase):
        mock_close.assert_called_once()
        mock_close.reset_mock()

+        message = {
+            "type": "document_updated",
+            "data": {"document_id": 10, "modified": "2026-02-17T00:00:00Z"},
+        }
+
+        await channel_layer.group_send(
+            "status_updates",
+            message,
+        )
+        await communicator.receive_nothing()
+
+        mock_close.assert_called_once()
+        mock_close.reset_mock()
+
        message = {"type": "documents_deleted", "data": {"documents": [1, 2, 3]}}

        await channel_layer.group_send(
@@ -158,6 +172,40 @@ class TestWebSockets(TestCase):

        await communicator.disconnect()

+    @mock.patch("paperless.consumers.StatusConsumer._can_view")
+    @mock.patch("paperless.consumers.StatusConsumer._authenticated")
+    async def test_receive_document_updated(self, _authenticated, _can_view) -> None:
+        _authenticated.return_value = True
+        _can_view.return_value = True
+
+        communicator = WebsocketCommunicator(application, "/ws/status/")
+        connected, _ = await communicator.connect()
+        self.assertTrue(connected)
+
+        message = {
+            "type": "document_updated",
+            "data": {
+                "document_id": 10,
+                "modified": "2026-02-17T00:00:00Z",
+                "owner_id": 1,
+                "users_can_view": [1],
+                "groups_can_view": [],
+            },
+        }
+
+        channel_layer = get_channel_layer()
+        assert channel_layer is not None
+        await channel_layer.group_send(
+            "status_updates",
+            message,
+        )
+
+        response = await communicator.receive_json_from()
+
+        self.assertEqual(response, message)
+
+        await communicator.disconnect()
+
    @mock.patch("channels.layers.InMemoryChannelLayer.group_send")
    def test_manager_send_progress(self, mock_group_send) -> None:
        with ProgressManager(task_id="test") as manager:
@@ -190,7 +238,10 @@ class TestWebSockets(TestCase):
        )

    @mock.patch("channels.layers.InMemoryChannelLayer.group_send")
-    def test_manager_send_documents_deleted(self, mock_group_send) -> None:
+    def test_manager_send_documents_deleted(
+        self,
+        mock_group_send: mock.MagicMock,
+    ) -> None:
        with DocumentsStatusManager() as manager:
            manager.send_documents_deleted([1, 2, 3])

--- a/src/paperless_ai/embedding.py
+++ b/src/paperless_ai/embedding.py
@@ -23,7 +23,6 @@ def get_embedding_model() -> BaseEmbedding:
            return OpenAIEmbedding(
                model=config.llm_embedding_model or "text-embedding-3-small",
                api_key=config.llm_api_key,
-                api_base=config.llm_endpoint or None,
            )
        case LLMEmbeddingBackend.HUGGINGFACE:
            return HuggingFaceEmbedding(
--- a/src/paperless_ai/tests/test_embedding.py
+++ b/src/paperless_ai/tests/test_embedding.py
@@ -65,14 +65,12 @@ def test_get_embedding_model_openai(mock_ai_config):
    mock_ai_config.return_value.llm_embedding_backend = LLMEmbeddingBackend.OPENAI
    mock_ai_config.return_value.llm_embedding_model = "text-embedding-3-small"
    mock_ai_config.return_value.llm_api_key = "test_api_key"
-    mock_ai_config.return_value.llm_endpoint = "http://test-url"

    with patch("paperless_ai.embedding.OpenAIEmbedding") as MockOpenAIEmbedding:
        model = get_embedding_model()
        MockOpenAIEmbedding.assert_called_once_with(
            model="text-embedding-3-small",
            api_key="test_api_key",
-            api_base="http://test-url",
        )
        assert model == MockOpenAIEmbedding.return_value

--- a/src/paperless_mail/mail.py
+++ b/src/paperless_mail/mail.py
@@ -536,7 +536,6 @@ class MailAccountHandler(LoggingMixin):
        self.log.debug(f"Processing mail account {account}")

        total_processed_files = 0
-        consumed_messages: set[tuple[str, str | None]] = set()
        try:
            with get_mailbox(
                account.imap_server,
@@ -575,7 +574,6 @@ class MailAccountHandler(LoggingMixin):
                            M,
                            rule,
                            supports_gmail_labels=supports_gmail_labels,
-                            consumed_messages=consumed_messages,
                        )
                        if total_processed_files > 0 and rule.stop_processing:
                            self.log.debug(
@@ -607,8 +605,7 @@ class MailAccountHandler(LoggingMixin):
        rule: MailRule,
        *,
        supports_gmail_labels: bool,
-        consumed_messages: set[tuple[str, str | None]],
-    ) -> int:
+    ):
        folders = [rule.folder]
        # In case of MOVE, make sure also the destination exists
        if rule.action == MailRule.MailAction.MOVE:
@@ -655,26 +652,11 @@ class MailAccountHandler(LoggingMixin):

        mails_processed = 0
        total_processed_files = 0
-        rule_seen_messages: set[tuple[str, str | None]] = set()

        for message in messages:
            if TYPE_CHECKING:
                assert isinstance(message, MailMessage)

-            message_key = (rule.folder, message.uid)
-            if message_key in rule_seen_messages:
-                self.log.debug(
-                    f"Skipping duplicate fetched mail '{message.uid}' subject '{message.subject}' from '{message.from_}'.",
-                )
-                continue
-            rule_seen_messages.add(message_key)
-
-            if message_key in consumed_messages:
-                self.log.debug(
-                    f"Skipping mail '{message.uid}' subject '{message.subject}' from '{message.from_}', already queued by a previous rule in this run.",
-                )
-                continue
-
            if ProcessedMail.objects.filter(
                rule=rule,
                uid=message.uid,
@@ -687,8 +669,6 @@ class MailAccountHandler(LoggingMixin):

            try:
                processed_files = self._handle_message(message, rule)
-                if processed_files > 0:
-                    consumed_messages.add(message_key)

                total_processed_files += processed_files
                mails_processed += 1
--- a/src/paperless_mail/tests/test_mail.py
+++ b/src/paperless_mail/tests/test_mail.py
@@ -863,82 +863,6 @@ class TestMail(

        self.assertEqual(len(self.mailMocker.bogus_mailbox.messages), 0)

-    def test_handle_mail_account_overlapping_rules_only_first_consumes(self) -> None:
-        """
-        GIVEN:
-            - Multiple rules that match the same mail
-        WHEN:
-            - Mail account is processed
-        THEN:
-            - Only the first rule should be applied
-        """
-        account = MailAccount.objects.create(
-            name="test",
-            imap_server="",
-            username="admin",
-            password="secret",
-        )
-
-        first_rule = MailRule.objects.create(
-            name="testrule-first",
-            account=account,
-            action=MailRule.MailAction.DELETE,
-            filter_subject="Claim",
-            order=1,
-        )
-        _ = MailRule.objects.create(
-            name="testrule-second",
-            account=account,
-            action=MailRule.MailAction.DELETE,
-            filter_subject="Claim",
-            order=2,
-        )
-
-        self.mail_account_handler.handle_mail_account(account)
-        self.mailMocker.apply_mail_actions()
-
-        self.assertEqual(self.mailMocker._queue_consumption_tasks_mock.call_count, 1)
-        queued_rule = self.mailMocker._queue_consumption_tasks_mock.call_args.kwargs[
-            "rule"
-        ]
-        self.assertEqual(queued_rule.id, first_rule.id)
-
-    def test_handle_mail_account_skip_duplicate_uids_from_fetch(self) -> None:
-        """
-        GIVEN:
-            - Multiple mails with the same UID returned from the mailbox fetch method
-        WHEN:
-            - Mail account is processed
-        THEN:
-            - Only one of the mails should be processed, to avoid duplicate processing due to fetch issues
-        """
-        account = MailAccount.objects.create(
-            name="test",
-            imap_server="",
-            username="admin",
-            password="secret",
-        )
-        _ = MailRule.objects.create(
-            name="testrule",
-            account=account,
-            action=MailRule.MailAction.DELETE,
-            filter_subject="Duplicated mail",
-        )
-
-        duplicated_message = self.mailMocker.messageBuilder.create_message(
-            subject="Duplicated mail",
-        )
-        self.mailMocker.bogus_mailbox.messages = [
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-            duplicated_message,
-        ]
-        self.mailMocker.bogus_mailbox.updateClient()
-
-        self.mail_account_handler.handle_mail_account(account)
-        self.mailMocker.apply_mail_actions()
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-        self.assertEqual(self.mailMocker._queue_consumption_tasks_mock.call_count, 1)
-
    @pytest.mark.flaky(reruns=4)
    def test_handle_mail_account_flag(self) -> None:
        account = MailAccount.objects.create(
--- a/uv.lock
+++ b/uv.lock
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 [[package]]
Author	SHA1	Message	Date
shamoon	4387635091	Update .mypy-baseline.txt	2026-02-22 16:15:06 -08:00
shamoon	47d15273f9	Modified is always going to be set	2026-02-22 16:15:06 -08:00
shamoon	53e2d9b850	Update test_websockets.py	2026-02-22 16:15:06 -08:00
shamoon	33a26e50d9	Some random frontend coverage	2026-02-22 16:15:06 -08:00
shamoon	3788144484	sonar	2026-02-22 16:15:06 -08:00
shamoon	90da16f5d4	Update .mypy-baseline.txt	2026-02-22 16:15:06 -08:00
shamoon	26501800e4	Let LLM fix mypy stuff	2026-02-22 16:15:06 -08:00
shamoon	f03d8d1476	mypy stuff	2026-02-22 16:15:06 -08:00
shamoon	3a66ece118	Use in-memory channel layers in tests	2026-02-22 16:15:06 -08:00
shamoon	17295a963a	Make sure to use same date formatting in backend	2026-02-22 16:15:06 -08:00
shamoon	3ce4d3cfdd	Actually these are not Dates	2026-02-22 16:15:06 -08:00
shamoon	3d30bbbe48	Dont trigger notification for regular save "echoes"	2026-02-22 16:15:06 -08:00
shamoon	81049476d9	Queue updates to handle workflow triggering	2026-02-22 16:15:06 -08:00
shamoon	679738e610	Make scheduled trigger update	2026-02-22 16:15:06 -08:00
shamoon	d9f8862e1f	Fix test	2026-02-22 16:15:06 -08:00
shamoon	2863a32146	Actually use a modal	2026-02-22 16:15:06 -08:00
shamoon	d73be8bf43	Frontend handle this	2026-02-22 16:15:06 -08:00
shamoon	946e2367ca	Frontend service doc updated ws	2026-02-22 16:15:06 -08:00
shamoon	e19eddc078	Backend doc updated ws	2026-02-22 16:15:06 -08:00