Use in-memory channel layers in tests

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

@@ -95,7 +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()">

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

@@ -83,9 +83,9 @@ 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,
@@ -392,7 +392,7 @@ 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,
       })
     )
@@ -1205,17 +1205,21 @@ 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({
@@ -1225,11 +1229,52 @@ 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 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 change preview element by render type', () => {

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

@@ -13,6 +13,7 @@ import {
   NgbDateStruct,
   NgbDropdownModule,
   NgbModal,
+  NgbModalRef,
   NgbNav,
   NgbNavChangeEvent,
   NgbNavModule,
@@ -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'
@@ -142,6 +144,11 @@ enum ContentRenderType {
   TIFF = 'tiff',
 }
 
+interface IncomingDocumentUpdate {
+  document_id: number
+  modified?: string
+}
+
 @Component({
   selector: 'pngx-document-detail',
   templateUrl: './document-detail.component.html',
@@ -205,6 +212,7 @@ export class DocumentDetailComponent
   private componentRouterService = inject(ComponentRouterService)
   private deviceDetectorService = inject(DeviceDetectorService)
   private savedViewService = inject(SavedViewService)
+  private websocketStatusService = inject(WebsocketStatusService)
 
   @ViewChild('inputTitle')
   titleInput: TextComponent
@@ -261,6 +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
@@ -432,7 +443,64 @@ export class DocumentDetailComponent
       )
   }
 
-  private loadDocument(documentId: number): void {
+  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
+    if (modified) {
+      const parsed = new Date(modified)
+      if (!isNaN(parsed.getTime())) {
+        formattedModified = parsed.toLocaleString()
+      }
+    }
+
+    modal.componentInstance.title = $localize`Document was updated.`
+    modal.componentInstance.messageBold = formattedModified
+      ? $localize`Document was updated at ${formattedModified}.`
+      : $localize`This document was updated elsewhere.`
+    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
@@ -477,21 +545,25 @@ 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
@@ -522,6 +594,50 @@ 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
@@ -580,6 +696,11 @@ export class DocumentDetailComponent
 
     this.getCustomFields()
 
+    this.websocketStatusService
+      .onDocumentUpdated()
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe((data) => this.handleIncomingDocumentUpdated(data))
+
     this.route.paramMap
       .pipe(
         filter(
@@ -914,6 +1035,7 @@ export class DocumentDetailComponent
       )
       .subscribe({
         next: (doc) => {
+          this.closeIncomingUpdateModal()
           Object.assign(this.document, doc)
           doc['permissions_form'] = {
             owner: doc.owner,
@@ -960,6 +1082,8 @@ export class DocumentDetailComponent
       .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)
@@ -974,16 +1098,19 @@ 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,
@@ -1003,6 +1130,7 @@ export class DocumentDetailComponent
               error
             )
           }
+          this.flushPendingIncomingUpdate()
         },
       })
   }
@@ -1039,8 +1167,11 @@ 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()
@@ -1048,8 +1179,10 @@ 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()
         },
       })
   }
@@ -1135,7 +1268,7 @@ 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()

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
 

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[]
+}

src-ui/src/app/services/websocket-status.service.spec.ts

@@ -416,4 +416,25 @@ 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()
+  })
 })

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
@@ -103,6 +105,8 @@ export class WebsocketStatusService {
   private documentConsumptionFinishedSubject = new Subject<FileStatus>()
   private documentConsumptionFailedSubject = new Subject<FileStatus>()
   private documentDeletedSubject = new Subject<boolean>()
+  private documentUpdatedSubject =
+    new Subject<WebsocketDocumentUpdatedMessage>()
   private connectionStatusSubject = new Subject<boolean>()
 
   private get(taskId: string, filename?: string) {
@@ -169,7 +173,10 @@ export class WebsocketStatusService {
         data: messageData,
       }: {
         type: WebsocketStatusType
-        data: WebsocketProgressMessage | WebsocketDocumentsDeletedMessage
+        data:
+          | WebsocketProgressMessage
+          | WebsocketDocumentsDeletedMessage
+          | WebsocketDocumentUpdatedMessage
       } = JSON.parse(ev.data)
 
       switch (type) {
@@ -177,6 +184,12 @@ 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
@@ -184,7 +197,11 @@ 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 (
@@ -244,6 +261,15 @@ 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
@@ -297,6 +323,10 @@ export class WebsocketStatusService {
     return this.documentDeletedSubject
   }
 
+  onDocumentUpdated() {
+    return this.documentUpdatedSubject
+  }
+
   onConnectionStatus() {
     return this.connectionStatusSubject.asObservable()
   }

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",
+        },
+    }

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
 

src/documents/plugins/helpers.py

@@ -100,3 +100,25 @@ class DocumentsStatusManager(BaseStatusManager):
         }
 
         self.send(payload)
+
+    def send_document_updated(
+        self,
+        *,
+        document_id: int,
+        modified: str | None = None,
+        owner_id: int | None = None,
+        users_can_view: list[int] | None = None,
+        groups_can_view: list[int] | None = None,
+    ) -> None:
+        payload = {
+            "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)

src/documents/signals/handlers.py

@@ -23,6 +23,7 @@ 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
@@ -45,6 +46,7 @@ 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
@@ -63,6 +65,7 @@ if TYPE_CHECKING:
     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:
@@ -753,6 +756,30 @@ 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)
+            if document.modified
+            else None,
+            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,

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
@@ -534,6 +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:

src/documents/tests/test_workflows.py

@@ -1965,6 +1965,36 @@ 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:

src/paperless/consumers.py

@@ -52,3 +52,10 @@ class StatusConsumer(WebsocketConsumer):
             self.close()
         else:
             self.send(json.dumps(event))
+
+    def document_updated(self, event) -> None:
+        if not self._authenticated():
+            self.close()
+        else:
+            if self._can_view(event["data"]):
+                self.send(json.dumps(event))

src/paperless/tests/test_websockets.py

@@ -158,6 +158,39 @@ 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()
+        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: