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13 Commits
Author SHA1 Message Date
shamoon 62648fffe8 Fix migration 2026-11-06 14:15:05 -08:00
shamoon b0c8ce25fd docs 2026-11-06 14:14:29 -08:00
shamoon 3c4f5d8959 Add to doc details 2026-11-06 14:14:29 -08:00
shamoon 85c52cc27f tests 2026-11-06 14:14:29 -08:00
shamoon 9b3d484e24 Bulk run workflow + dialog 2026-11-06 14:14:28 -08:00
shamoon 3a5ba814b6 frotnend use the manual filter 2026-11-06 14:14:28 -08:00
shamoon 26552f54b4 Ah, need a backend filter for wf type 2026-11-06 14:14:28 -08:00
shamoon de9d7e54bd WorkflowTriggerType.Manual 2026-11-06 14:14:27 -08:00
shamoon a5c460a567 Add some backend tests for the manual wf 2026-11-06 14:14:27 -08:00
shamoon cfca79e7fc api bulk edit run_workflow 2026-11-06 14:14:27 -08:00
shamoon 9d59f3aaa2 run_workflows task= with filter_documents option 2026-11-06 14:14:26 -08:00
shamoon 332c308f84 Add skip_matching to run_workflows 2026-11-06 14:14:26 -08:00
shamoon a0b8da7687 Add manual trigger 2026-11-06 14:14:23 -08:00
27 changed files with 646 additions and 8 deletions

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+30 -5
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@@ -493,7 +493,7 @@ fields and permissions, which will be merged.
#### Types {#workflow-trigger-types}
Currently, there are four events that correspond to workflow trigger 'types':
Currently, there are five events that correspond to workflow trigger 'types':
1. **Consumption Started**: _before_ a document is consumed, so events can include filters by source (mail, consumption
folder or API), file path, file name, mail rule
@@ -505,8 +505,10 @@ Currently, there are four events that correspond to workflow trigger 'types':
4. **Scheduled**: a scheduled trigger that can be used to run workflows at a specific time. The date used can be either the document
added, created, updated date or you can specify a (date) custom field. You can also specify a day offset from the date (positive
offsets will trigger after the date, negative offsets will trigger before).
5. **Manual**: a trigger that only runs when you explicitly choose to run the workflow against one or more existing documents. See
[running a workflow manually](#running-a-workflow-manually) below.
The following flow diagram illustrates the four document trigger types:
The following flow diagram illustrates the document trigger types:
```mermaid
flowchart TD
@@ -526,6 +528,10 @@ flowchart TD
matching
trigger(s)"}
manual{"Matching
'Manual'
trigger(s)"}
A[New Document] --> consumption
consumption --> |Yes| C[Workflow Actions Run]
consumption --> |No| D
@@ -543,6 +549,10 @@ flowchart TD
scheduled --> |Yes| N[Workflow Actions Run]
scheduled --> |No| O[Document Saved]
N --> O
P[User Runs Workflow] --> manual
manual --> |Yes| Q[Workflow Actions Run]
manual --> |No| R[Document Saved]
Q --> R
```
#### Filters {#workflow-trigger-filters}
@@ -554,9 +564,9 @@ Workflows allow you to filter by:
- File path, including wildcards. Note that enabling `PAPERLESS_CONSUMER_RECURSIVE` would allow, for
example, automatically assigning documents to different owners based on the upload directory.
- Mail rule. Choosing this option will force 'mail fetch' to be the workflow source.
- Content matching (`Added`, `Updated` and `Scheduled` triggers only). Filter document content using the matching settings.
- Content matching (`Added`, `Updated`, `Scheduled` and `Manual` triggers only). Filter document content using the matching settings.
There are also 'advanced' filters available for `Added`, `Updated` and `Scheduled` triggers:
There are also 'advanced' filters available for `Added`, `Updated`, `Scheduled` and `Manual` triggers:
- Any Tags: Filter for documents with any of the specified tags.
- All Tags: Filter for documents with all of the specified tags.
@@ -569,6 +579,21 @@ There are also 'advanced' filters available for `Added`, `Updated` and `Schedule
- Not Storage paths: Filter documents without any of these storage paths.
- Custom field query: Filter documents with a custom field query (the same as used for the document list filters).
#### Running a workflow manually {#running-a-workflow-manually}
A workflow with a **Manual** trigger does not run automatically. Instead, it can be run on demand against existing
documents from the web UI:
- From the document list, select one or more documents and choose **Run workflow** from the "Actions" menu.
- From an individual document, choose **Run workflow** from the "Actions" menu.
You will be asked which workflow to run. By default the workflow's trigger filters still apply, so documents that do
not match are skipped. You can instead choose to **run on all selected documents**, which ignores the trigger filters
and runs the workflow's actions on every selected document.
Manual runs happen in the background. As with scheduled workflows, the document list is not refreshed automatically when
they finish, so you may need to reload the list to see the results.
### Workflow Actions
#### Types {#workflow-action-types}
@@ -649,7 +674,7 @@ new version of the same document, this time with normal OCR/text extraction appl
a password-protected file added with this trigger will briefly exist as an un-OCR'd version before
the properly processed version is created.
**Document Added**, **Document Updated**, **Scheduled**: these triggers run against a document that
**Document Added**, **Document Updated**, **Scheduled**, **Manual**: these triggers run against a document that
already exists, so password removal happens immediately: the decrypted content is queued for
consumption as a new version right away. Note that if the document's initial consumption also
happened while it was still encrypted, that original version will likewise be missing OCR text.
@@ -118,6 +118,7 @@ import personFill from 'bootstrap-icons/icons/person-fill.svg'
import personLock from 'bootstrap-icons/icons/person-lock.svg'
import personSquare from 'bootstrap-icons/icons/person-square.svg'
import person from 'bootstrap-icons/icons/person.svg'
import playCircle from 'bootstrap-icons/icons/play-circle.svg'
import playFill from 'bootstrap-icons/icons/play-fill.svg'
import plusCircle from 'bootstrap-icons/icons/plus-circle.svg'
import plus from 'bootstrap-icons/icons/plus.svg'
@@ -279,6 +280,7 @@ export const icons: Record<string, string> = {
personFillLock,
personLock,
personSquare,
playCircle,
playFill,
plus,
plusCircle,
@@ -0,0 +1,32 @@
<div class="modal-header">
<h4 class="modal-title" id="modal-basic-title">{{title}}</h4>
<button type="button" class="btn-close" aria-label="Close" (click)="cancel()">
</button>
</div>
<div class="modal-body">
@if (message) {
<p class="text-break" [innerHTML]="message"></p>
}
<div class="mb-3">
<label class="form-label" for="runWorkflowSelect" i18n>Workflow</label>
<select class="form-select" id="runWorkflowSelect" [(ngModel)]="workflowId" (ngModelChange)="workflowSelected()">
<option [ngValue]="null" disabled i18n>Select a workflow</option>
@for (workflow of workflows; track workflow.id) {
<option [ngValue]="workflow.id">{{workflow.name}}</option>
}
</select>
</div>
<div class="form-check">
<input class="form-check-input" type="checkbox" id="runWorkflowForce" [(ngModel)]="force" />
<label class="form-check-label" for="runWorkflowForce" i18n>Run on all selected documents</label>
<div class="form-text" i18n>Ignore the workflow's trigger filters and run on every selected document.</div>
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn" [class]="cancelBtnClass" (click)="cancel()" [disabled]="!buttonsEnabled">
<span class="d-inline-block" style="padding-bottom: 1px;">{{cancelBtnCaption}}</span>
</button>
<button type="button" class="btn" [class]="btnClass" (click)="confirm()" [disabled]="!confirmButtonEnabled || !buttonsEnabled">
{{btnCaption}}
</button>
</div>
@@ -0,0 +1,42 @@
import { ComponentFixture, TestBed } from '@angular/core/testing'
import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
import { RunWorkflowConfirmDialogComponent } from './run-workflow-confirm-dialog.component'
describe('RunWorkflowConfirmDialogComponent', () => {
let component: RunWorkflowConfirmDialogComponent
let fixture: ComponentFixture<RunWorkflowConfirmDialogComponent>
beforeEach(async () => {
TestBed.configureTestingModule({
providers: [NgbActiveModal],
imports: [RunWorkflowConfirmDialogComponent],
}).compileComponents()
fixture = TestBed.createComponent(RunWorkflowConfirmDialogComponent)
component = fixture.componentInstance
component.workflows = [{ id: 5, name: 'Manual workflow' } as any]
fixture.detectChanges()
})
it('should disable confirm until a workflow is selected and not force by default', () => {
expect(component.confirmButtonEnabled).toBeFalsy()
expect(component.force).toBeFalsy()
component.workflowId = 5
component.workflowSelected()
expect(component.confirmButtonEnabled).toBeTruthy()
component.workflowId = null
component.workflowSelected()
expect(component.confirmButtonEnabled).toBeFalsy()
})
it('should render an option per workflow', () => {
const options = fixture.nativeElement.querySelectorAll(
'#runWorkflowSelect option'
)
// placeholder option + one per workflow
expect(options).toHaveLength(2)
expect(options[1].textContent).toContain('Manual workflow')
})
})
@@ -0,0 +1,24 @@
import { Component } from '@angular/core'
import { FormsModule } from '@angular/forms'
import { Workflow } from 'src/app/data/workflow'
import { ConfirmDialogComponent } from '../confirm-dialog.component'
@Component({
selector: 'pngx-run-workflow-confirm-dialog',
templateUrl: './run-workflow-confirm-dialog.component.html',
imports: [FormsModule],
})
export class RunWorkflowConfirmDialogComponent extends ConfirmDialogComponent {
public workflows: Workflow[] = []
public workflowId: number = null
// i.e. ignore the workflow's trigger filters
public force: boolean = false
override confirmButtonEnabled = false
public workflowSelected(): void {
this.confirmButtonEnabled = !!this.workflowId
}
}
@@ -164,7 +164,7 @@
<pngx-input-text i18n-title title="Filter path" formControlName="filter_path" horizontal="true" i18n-hint hint="Apply to documents that match this path. Wildcards specified as * are allowed. Case-normalized." [error]="error?.filter_path"></pngx-input-text>
<pngx-input-select i18n-title title="Filter mail rule" [items]="mailRules()" horizontal="true" [allowNull]="true" formControlName="filter_mailrule" i18n-hint hint="Apply to documents consumed via this mail rule." [error]="error?.filter_mailrule"></pngx-input-select>
}
@if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
@if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled || formGroup.get('type').value === WorkflowTriggerType.Manual) {
<pngx-input-select i18n-title title="Content matching algorithm" horizontal="true" [items]="getMatchingAlgorithms()" formControlName="matching_algorithm"></pngx-input-select>
@if (matchingPatternRequired(formGroup)) {
<pngx-input-text i18n-title title="Content matching pattern" horizontal="true" formControlName="match" [error]="error?.match"></pngx-input-text>
@@ -175,7 +175,7 @@
}
</div>
</div>
@if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled) {
@if (formGroup.get('type').value === WorkflowTriggerType.DocumentAdded || formGroup.get('type').value === WorkflowTriggerType.DocumentUpdated || formGroup.get('type').value === WorkflowTriggerType.Scheduled || formGroup.get('type').value === WorkflowTriggerType.Manual) {
<div class="row mt-3">
<div class="col">
<div class="trigger-filters mb-3">
@@ -123,6 +123,10 @@ export const WORKFLOW_TYPE_OPTIONS = [
id: WorkflowTriggerType.Scheduled,
name: $localize`Scheduled`,
},
{
id: WorkflowTriggerType.Manual,
name: $localize`Manual`,
},
]
export const WORKFLOW_ACTION_OPTIONS = [
@@ -49,6 +49,12 @@
<pngx-bs-icon width="1em" height="1em" name="arrow-counterclockwise" class="me-2"></pngx-bs-icon><span i18n>Reprocess</span>
</button>
@if (manualWorkflows().length > 0) {
<button ngbDropdownItem (click)="runWorkflow()" [disabled]="!userCanEdit || !userIsOwner">
<pngx-bs-icon width="1em" height="1em" name="play-circle" class="me-2"></pngx-bs-icon><span i18n>Run workflow</span>
</button>
}
<button ngbDropdownItem (click)="printDocument()" [hidden]="useNativePdfViewer || isMobile">
<pngx-bs-icon width="1em" height="1em" name="printer" class="me-2"></pngx-bs-icon><span i18n>Print</span>
</button>
@@ -1030,6 +1030,27 @@ describe('DocumentDetailComponent', () => {
expect(modalCloseSpy).toHaveBeenCalled()
})
it('should run a workflow on the document, confirm and close modal', () => {
initNormally()
const bulkEditSpy = jest.spyOn(documentService, 'bulkEdit')
bulkEditSpy.mockReturnValue(of(true))
let openModal: NgbModalRef
modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
const toastSpy = jest.spyOn(toastService, 'showInfo')
component.runWorkflow()
const modalCloseSpy = jest.spyOn(openModal, 'close')
openModal.componentInstance.workflowId = 5
openModal.componentInstance.force = true
openModal.componentInstance.confirmClicked.next()
expect(bulkEditSpy).toHaveBeenCalledWith(
{ documents: [doc.id] },
'run_workflow',
{ workflow: 5, filter_documents: false }
)
expect(toastSpy).toHaveBeenCalled()
expect(modalCloseSpy).toHaveBeenCalled()
})
it('should pass remote OCR choice when reprocessing', () => {
initNormally()
const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
@@ -68,6 +68,8 @@ import { StoragePath } from 'src/app/data/storage-path'
import { Tag } from 'src/app/data/tag'
import { SETTINGS_KEYS, SuggestionSource } from 'src/app/data/ui-settings'
import { User } from 'src/app/data/user'
import { Workflow } from 'src/app/data/workflow'
import { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
import { DocumentTitlePipe } from 'src/app/pipes/document-title.pipe'
@@ -93,6 +95,7 @@ import { SavedViewService } from 'src/app/services/rest/saved-view.service'
import { StoragePathService } from 'src/app/services/rest/storage-path.service'
import { TagService } from 'src/app/services/rest/tag.service'
import { UserService } from 'src/app/services/rest/user.service'
import { WorkflowService } from 'src/app/services/rest/workflow.service'
import { SettingsService } from 'src/app/services/settings.service'
import { ToastService } from 'src/app/services/toast.service'
import { TrashService } from 'src/app/services/trash.service'
@@ -104,6 +107,7 @@ import { DocumentDetailFieldID } from '../admin/settings/settings.component'
import { ConfirmDialogComponent } from '../common/confirm-dialog/confirm-dialog.component'
import { PasswordRemovalConfirmDialogComponent } from '../common/confirm-dialog/password-removal-confirm-dialog/password-removal-confirm-dialog.component'
import { ReprocessConfirmDialogComponent } from '../common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component'
import { RunWorkflowConfirmDialogComponent } from '../common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component'
import { CustomFieldsDropdownComponent } from '../common/custom-fields-dropdown/custom-fields-dropdown.component'
import { CorrespondentEditDialogComponent } from '../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
import { DocumentTypeEditDialogComponent } from '../common/edit-dialog/document-type-edit-dialog/document-type-edit-dialog.component'
@@ -233,6 +237,7 @@ export class DocumentDetailComponent
private componentRouterService = inject(ComponentRouterService)
private deviceDetectorService = inject(DeviceDetectorService)
private savedViewService = inject(SavedViewService)
private readonly workflowService = inject(WorkflowService)
private readonly websocketStatusService = inject(WebsocketStatusService)
private readonly useNativePdfViewerSetting = this.settings.getSignal<boolean>(
SETTINGS_KEYS.USE_NATIVE_PDF_VIEWER
@@ -295,6 +300,7 @@ export class DocumentDetailComponent
readonly correspondents = signal<Correspondent[]>(undefined)
readonly documentTypes = signal<DocumentType[]>(undefined)
readonly storagePaths = signal<StoragePath[]>(undefined)
readonly manualWorkflows = signal<Workflow[]>([])
documentForm: FormGroup = new FormGroup({
title: new FormControl(''),
@@ -836,6 +842,19 @@ export class DocumentDetailComponent
.pipe(first(), takeUntil(this.unsubscribeNotifier))
.subscribe((result) => this.users.set(result.results))
}
if (
this.permissionsService.currentUserCan(
PermissionAction.View,
PermissionType.Workflow
)
) {
this.workflowService
.list(1, 100000, null, null, {
trigger_type: WorkflowTriggerType.Manual,
})
.pipe(first(), takeUntil(this.unsubscribeNotifier))
.subscribe((result) => this.manualWorkflows.set(result.results))
}
this.getCustomFields()
@@ -1559,6 +1578,39 @@ export class DocumentDetailComponent
})
}
runWorkflow() {
const modal = this.modalService.open(RunWorkflowConfirmDialogComponent, {
backdrop: 'static',
})
modal.componentInstance.title = $localize`Run workflow`
modal.componentInstance.message = $localize`Run a workflow on "${this.document().title}".`
modal.componentInstance.btnCaption = $localize`Run`
modal.componentInstance.workflows = this.manualWorkflows()
modal.componentInstance.confirmClicked.subscribe(() => {
modal.componentInstance.buttonsEnabled.set(false)
this.documentsService
.bulkEdit({ documents: [this.document().id] }, 'run_workflow', {
workflow: modal.componentInstance.workflowId,
filter_documents: !modal.componentInstance.force,
})
.subscribe({
next: () => {
this.toastService.showInfo(
$localize`Workflow will run on "${this.document().title}" in the background.`
)
modal.close()
},
error: (error) => {
modal.componentInstance.buttonsEnabled.set(true)
this.toastService.showError(
$localize`Error executing operation`,
error
)
},
})
})
}
private getSelectedNonLatestVersionId(): number | null {
const versions = this.document()?.versions ?? []
if (!versions.length || !this.selectedVersionId()) {
@@ -98,6 +98,11 @@
<button ngbDropdownItem (click)="mergeSelectedAsVersions()" [disabled]="!userOwnsAll || !userCanEditAll || !userCanDelete || list.allSelected || list.selectedCount < 2">
<pngx-bs-icon name="journal-bookmark-fill" class="me-2"></pngx-bs-icon><ng-container i18n>Merge as versions</ng-container>
</button>
@if (manualWorkflows.length > 0) {
<button ngbDropdownItem (click)="runWorkflowSelected()" [disabled]="!canRunWorkflow">
<pngx-bs-icon name="play-circle" class="me-2"></pngx-bs-icon><ng-container i18n>Run workflow</ng-container>
</button>
}
</div>
</div>
</div>
@@ -17,6 +17,7 @@ import { FILTER_TITLE } from 'src/app/data/filter-rule-type'
import { Results } from 'src/app/data/results'
import { StoragePath } from 'src/app/data/storage-path'
import { Tag } from 'src/app/data/tag'
import { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
import { FilterPipe } from 'src/app/pipes/filter.pipe'
import { DocumentListViewService } from 'src/app/services/document-list-view.service'
import {
@@ -36,6 +37,7 @@ import { ShareLinkBundleService } from 'src/app/services/rest/share-link-bundle.
import { StoragePathService } from 'src/app/services/rest/storage-path.service'
import { TagService } from 'src/app/services/rest/tag.service'
import { UserService } from 'src/app/services/rest/user.service'
import { WorkflowService } from 'src/app/services/rest/workflow.service'
import { SettingsService } from 'src/app/services/settings.service'
import { ToastService } from 'src/app/services/toast.service'
import { TrashService } from 'src/app/services/trash.service'
@@ -83,6 +85,7 @@ describe('BulkEditorComponent', () => {
let customFieldsService: CustomFieldsService
let httpTestingController: HttpTestingController
let shareLinkBundleService: ShareLinkBundleService
let workflowService: WorkflowService
let router: Router
beforeEach(async () => {
@@ -173,6 +176,22 @@ describe('BulkEditorComponent', () => {
delete: jest.fn(),
},
},
{
provide: WorkflowService,
useValue: {
list: jest.fn(() =>
of({
results: [
{
id: 5,
name: 'Manual workflow',
triggers: [{ type: WorkflowTriggerType.Manual }],
},
],
})
),
},
},
{
provide: Router,
useValue: { navigate: jest.fn().mockResolvedValue(true) },
@@ -195,6 +214,7 @@ describe('BulkEditorComponent', () => {
customFieldsService = TestBed.inject(CustomFieldsService)
httpTestingController = TestBed.inject(HttpTestingController)
shareLinkBundleService = TestBed.inject(ShareLinkBundleService)
workflowService = TestBed.inject(WorkflowService)
router = TestBed.inject(Router)
fixture = TestBed.createComponent(BulkEditorComponent)
@@ -652,6 +672,50 @@ describe('BulkEditorComponent', () => {
) // listAllFilteredIds
})
it('should load manual workflows on init', () => {
jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
fixture.detectChanges()
expect(workflowService.list).toHaveBeenCalledWith(1, 100000, null, null, {
trigger_type: WorkflowTriggerType.Manual,
})
expect(component.manualWorkflows).toHaveLength(1)
expect(component.manualWorkflows[0].id).toEqual(5)
})
it('should run a workflow on the selection via the run workflow dialog', () => {
let modal: NgbModalRef
modalService.activeInstances.subscribe((m) => (modal = m[0]))
jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
jest
.spyOn(documentListViewService, 'documents', 'get')
.mockReturnValue([{ id: 3 }, { id: 4 }])
jest
.spyOn(documentListViewService, 'selected', 'get')
.mockReturnValue(new Set([3, 4]))
fixture.detectChanges()
component.runWorkflowSelected()
expect(modal).not.toBeUndefined()
expect(modal.componentInstance.workflows).toEqual(component.manualWorkflows)
modal.componentInstance.workflowId = 5
modal.componentInstance.force = true
modal.componentInstance.confirm()
const req = httpTestingController.expectOne(
`${environment.apiBaseUrl}documents/bulk_edit/`
)
expect(req.request.body.method).toEqual('run_workflow')
expect(req.request.body.parameters).toEqual({
workflow: 5,
filter_documents: false,
})
req.flush(true)
httpTestingController.match(
`${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
) // list reload
httpTestingController.match(
`${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
) // listAllFilteredIds
})
it('should set modal dialog text accordingly for tag edit confirmation', () => {
let modal: NgbModalRef
modalService.activeInstances.subscribe((m) => (modal = m[m.length - 1]))
@@ -34,6 +34,7 @@ import { CustomField } from 'src/app/data/custom-field'
import { MatchingModel } from 'src/app/data/matching-model'
import { SelectionDataItem } from 'src/app/data/results'
import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
import { Workflow } from 'src/app/data/workflow'
import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
import { DocumentListViewService } from 'src/app/services/document-list-view.service'
import { OpenDocumentsService } from 'src/app/services/open-documents.service'
@@ -53,6 +54,7 @@ import {
} from 'src/app/services/rest/document.service'
import { SavedViewService } from 'src/app/services/rest/saved-view.service'
import { ShareLinkBundleService } from 'src/app/services/rest/share-link-bundle.service'
import { WorkflowService } from 'src/app/services/rest/workflow.service'
import { StoragePathService } from 'src/app/services/rest/storage-path.service'
import { TagService } from 'src/app/services/rest/tag.service'
import { SettingsService } from 'src/app/services/settings.service'
@@ -64,6 +66,7 @@ import { MergeAsVersionsConfirmDialogComponent } from '../../common/confirm-dial
import { MergeConfirmDialogComponent } from '../../common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component'
import { ReprocessConfirmDialogComponent } from '../../common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component'
import { RotateConfirmDialogComponent } from '../../common/confirm-dialog/rotate-confirm-dialog/rotate-confirm-dialog.component'
import { RunWorkflowConfirmDialogComponent } from '../../common/confirm-dialog/run-workflow-confirm-dialog/run-workflow-confirm-dialog.component'
import { CorrespondentEditDialogComponent } from '../../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
import { CustomFieldEditDialogComponent } from '../../common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
import { DocumentTypeEditDialogComponent } from '../../common/edit-dialog/document-type-edit-dialog/document-type-edit-dialog.component'
@@ -81,6 +84,7 @@ import { PermissionsDialogComponent } from '../../common/permissions-dialog/perm
import { ShareLinkBundleDialogComponent } from '../../common/share-link-bundle-dialog/share-link-bundle-dialog.component'
import { ComponentWithPermissions } from '../../with-permissions/with-permissions.component'
import { CustomFieldsBulkEditDialogComponent } from './custom-fields-bulk-edit-dialog/custom-fields-bulk-edit-dialog.component'
import { WorkflowTriggerType } from 'src/app/data/workflow-trigger'
@Component({
selector: 'pngx-bulk-editor',
@@ -114,8 +118,11 @@ export class BulkEditorComponent
public readonly permissionService = inject(PermissionsService)
private savedViewService = inject(SavedViewService)
private readonly shareLinkBundleService = inject(ShareLinkBundleService)
private readonly workflowService = inject(WorkflowService)
private readonly router = inject(Router)
public manualWorkflows: Workflow[] = []
tagSelectionModel = new FilterableDropdownSelectionModel(true)
correspondentSelectionModel = new FilterableDropdownSelectionModel()
documentTypeSelectionModel = new FilterableDropdownSelectionModel()
@@ -258,6 +265,19 @@ export class BulkEditorComponent
(result) => (this.customFieldsSelectionModel.items = result.results)
)
}
if (
this.permissionService.currentUserCan(
PermissionAction.View,
PermissionType.Workflow
)
) {
this.workflowService
.list(1, 100000, null, null, {
trigger_type: WorkflowTriggerType.Manual,
})
.pipe(first())
.subscribe((result) => (this.manualWorkflows = result.results))
}
this.downloadForm
.get('downloadFileTypeArchive')
@@ -286,6 +306,28 @@ export class BulkEditorComponent
this.unsubscribeNotifier.complete()
}
get canRunWorkflow(): boolean {
return this.userCanEditAll && this.manualWorkflows.length > 0
}
runWorkflowSelected() {
const modal = this.modalService.open(RunWorkflowConfirmDialogComponent, {
backdrop: 'static',
})
modal.componentInstance.title = $localize`Run workflow`
modal.componentInstance.message = $localize`Run a workflow on ${this.getSelectionSize()} selected document(s).`
modal.componentInstance.btnCaption = $localize`Run`
modal.componentInstance.workflows = this.manualWorkflows
modal.componentInstance.confirmClicked
.pipe(takeUntil(this.unsubscribeNotifier))
.subscribe(() => {
this.executeBulkEditMethod(modal, 'run_workflow', {
workflow: modal.componentInstance.workflowId,
filter_documents: !modal.componentInstance.force,
})
})
}
private executeBulkEditMethod(
modal: NgbModalRef,
method: DocumentBulkEditMethod,
+1
View File
@@ -12,6 +12,7 @@ export enum WorkflowTriggerType {
DocumentAdded = 2,
DocumentUpdated = 3,
Scheduled = 4,
Manual = 5,
}
export enum ScheduleDateField {
@@ -38,6 +38,7 @@ export type DocumentBulkEditMethod =
| 'modify_tags'
| 'modify_custom_fields'
| 'set_permissions'
| 'run_workflow'
export interface MergeDocumentsRequest {
metadata_document_id?: number
+20
View File
@@ -42,6 +42,7 @@ from documents.plugins.helpers import DocumentsStatusManager
from documents.tasks import bulk_update_documents
from documents.tasks import consume_file
from documents.tasks import remove_document_from_index
from documents.tasks import run_workflows_for_documents
from documents.tasks import update_document_content_maybe_archive_file
from documents.versioning import get_latest_version_for_root
from documents.versioning import get_root_document
@@ -445,6 +446,25 @@ def reprocess(doc_ids: list[int], *, remote_ocr: bool = False) -> Literal["OK"]:
return "OK"
def run_workflow(
doc_ids: list[int],
workflow: int,
*,
filter_documents: bool = True,
) -> Literal["OK"]:
"""
Manually run a single workflow against the given documents.
Done asynchronously via a Celery task.
"""
run_workflows_for_documents.delay(
document_ids=doc_ids,
workflow_id=workflow,
filter_documents=filter_documents,
)
return "OK"
def set_permissions(
doc_ids: list[int],
set_permissions: PermissionsSpec,
+12
View File
@@ -35,6 +35,7 @@ from django_filters.rest_framework import DateTimeFilter
from django_filters.rest_framework import Filter
from django_filters.rest_framework import FilterSet
from django_filters.rest_framework import MultipleChoiceFilter
from django_filters.rest_framework import NumberFilter
from drf_spectacular.utils import extend_schema_field
from guardian.utils import get_group_obj_perms_model
from guardian.utils import get_user_obj_perms_model
@@ -52,6 +53,7 @@ from documents.models import ShareLink
from documents.models import ShareLinkBundle
from documents.models import StoragePath
from documents.models import Tag
from documents.models import Workflow
from documents.permissions import annotate_authorizing_fields
from documents.permissions import permitted_document_ids
from documents.permissions import permitted_object_ids
@@ -249,6 +251,16 @@ class CustomFieldFilterSet(FilterSet):
}
class WorkflowFilterSet(FilterSet):
trigger_type = NumberFilter(field_name="triggers__type", distinct=True)
class Meta:
model = Workflow
fields = {
"id": ID_KWARGS,
}
@extend_schema_field(serializers.CharField)
class CustomFieldsFilter(Filter):
def filter(self, qs, value):
+1
View File
@@ -684,6 +684,7 @@ def document_matches_workflow(
trigger_type == WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED
or trigger_type == WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED
or trigger_type == WorkflowTrigger.WorkflowTriggerType.SCHEDULED
or trigger_type == WorkflowTrigger.WorkflowTriggerType.MANUAL
):
trigger_matched, reason = existing_document_matches_workflow(
document,
@@ -0,0 +1,43 @@
# Generated by Django 5.2.18 on 2026-11-06 17:12
from django.db import migrations
from django.db import models
class Migration(migrations.Migration):
dependencies = [
("documents", "0028_replace_tag_tree_fields"),
]
operations = [
migrations.AlterField(
model_name="workflowrun",
name="type",
field=models.PositiveSmallIntegerField(
choices=[
(1, "Consumption Started"),
(2, "Document Added"),
(3, "Document Updated"),
(4, "Scheduled"),
(5, "Manual"),
],
null=True,
verbose_name="workflow trigger type",
),
),
migrations.AlterField(
model_name="workflowtrigger",
name="type",
field=models.PositiveSmallIntegerField(
choices=[
(1, "Consumption Started"),
(2, "Document Added"),
(3, "Document Updated"),
(4, "Scheduled"),
(5, "Manual"),
],
default=1,
verbose_name="Workflow Trigger Type",
),
),
]
+1
View File
@@ -1532,6 +1532,7 @@ class WorkflowTrigger(models.Model):
DOCUMENT_ADDED = 2, _("Document Added")
DOCUMENT_UPDATED = 3, _("Document Updated")
SCHEDULED = 4, _("Scheduled")
MANUAL = 5, _("Manual")
class DocumentSourceChoices(models.IntegerChoices):
CONSUME_FOLDER = DocumentSource.ConsumeFolder.value, _("Consume Folder")
+26
View File
@@ -1829,6 +1829,7 @@ class BulkEditSerializer(
"modify_tags",
"modify_custom_fields",
"set_permissions",
"run_workflow",
*LEGACY_DOCUMENT_ACTION_METHODS,
],
label="Method",
@@ -1918,6 +1919,8 @@ class BulkEditSerializer(
return bulk_edit.reprocess
elif method == "set_permissions":
return bulk_edit.set_permissions
elif method == "run_workflow":
return bulk_edit.run_workflow
elif method == "rotate":
return bulk_edit.rotate
elif method == "merge":
@@ -2157,6 +2160,27 @@ class BulkEditSerializer(
else:
parameters["remote_ocr"] = False
def _validate_parameters_run_workflow(self, parameters) -> None:
if "workflow" not in parameters:
raise serializers.ValidationError("workflow not specified")
try:
workflow = Workflow.objects.get(id=parameters["workflow"])
except (Workflow.DoesNotExist, ValueError, TypeError):
raise serializers.ValidationError("Workflow does not exist")
if not workflow.triggers.filter(
type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
).exists():
raise serializers.ValidationError(
"Workflow does not have a manual trigger",
)
if "filter_documents" in parameters:
if not isinstance(parameters["filter_documents"], bool):
raise serializers.ValidationError(
"filter_documents must be a boolean",
)
else:
parameters["filter_documents"] = True
def validate_parameters_remove_password(self, parameters):
if "password" not in parameters:
raise serializers.ValidationError("password not specified")
@@ -2223,6 +2247,8 @@ class BulkEditSerializer(
self.validate_parameters_remove_password(parameters)
elif method == bulk_edit.reprocess:
self._validate_parameters_reprocess(parameters)
elif method == bulk_edit.run_workflow:
self._validate_parameters_run_workflow(parameters)
return attrs
+11 -1
View File
@@ -862,6 +862,8 @@ def run_workflows(
logging_group: uuid.UUID | None = None,
overrides: DocumentMetadataOverrides | None = None,
original_file: Path | None = None,
*,
skip_matching: bool = False,
) -> tuple[DocumentMetadataOverrides, str] | None:
"""
Execute workflows matching a document for the given trigger. When `overrides` is provided
@@ -872,6 +874,10 @@ def run_workflows(
`document.source_path` (Document) or `document.original_file` (ConsumableDocument).
Passing `workflow_to_run` skips the workflow query (currently only used by scheduled runs).
Passing `skip_matching` runs the workflow's actions without evaluating its trigger
filters against the document. It is only meaningful together with `workflow_to_run`
(e.g. a manual run the user has explicitly forced onto the selected documents).
"""
use_overrides = overrides is not None
@@ -921,7 +927,11 @@ def run_workflows(
)
break
if matching.document_matches_workflow(document, workflow, trigger_type):
if skip_matching or 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"):
+42
View File
@@ -52,6 +52,7 @@ from documents.models import ShareLink
from documents.models import ShareLinkBundle
from documents.models import StoragePath
from documents.models import Tag
from documents.models import Workflow
from documents.models import WorkflowRun
from documents.models import WorkflowTrigger
from documents.plugins.base import ConsumeTaskPlugin
@@ -690,6 +691,47 @@ def check_scheduled_workflows() -> None:
)
@shared_task
def run_workflows_for_documents(
document_ids: list[int],
workflow_id: int,
*,
filter_documents: bool = True,
) -> None:
"""
Run a single workflow manually against the given documents.
``filter_documents`` controls whether the workflow's trigger filters are applied.
When True, only documents matching the existing filters will have the workflow run.
When False, the workflow will be run on all specified documents regardless of the filters.
``
"""
try:
workflow = Workflow.objects.get(id=workflow_id)
except Workflow.DoesNotExist:
logger.warning(
f"Manual workflow run requested for missing workflow {workflow_id}",
)
return
for document in Document.objects.filter(
id__in=document_ids,
root_document__isnull=True,
):
run_workflows(
trigger_type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
document=document,
workflow_to_run=workflow,
skip_matching=not filter_documents,
)
# Manual runs dont send a document_updated signal, so push a websocket
# update here to ensure clients are refreshed
send_websocket_document_updated(
sender=None,
document=document,
)
def update_document_parent_tags(tag: Tag, new_parent: Tag) -> None:
"""
When a tag's parent changes, ensure all documents containing the tag also have
+83
View File
@@ -14,7 +14,11 @@ from documents.models import Document
from documents.models import DocumentType
from documents.models import StoragePath
from documents.models import Tag
from documents.models import Workflow
from documents.models import WorkflowAction
from documents.models import WorkflowTrigger
from paperless_testing.dirs import DirectoriesMixin
from paperless_testing.factories import DocumentFactory
from paperless_testing.factories import UserFactory
from paperless_testing.permissions import grant_all_global
from paperless_testing.permissions import grant_global
@@ -583,6 +587,85 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
self.assertEqual(args[0], [self.doc1.id])
self.assertEqual(kwargs, {"remote_ocr": True})
def _make_manual_workflow(self) -> Workflow:
trigger = WorkflowTrigger.objects.create(
type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
)
action = WorkflowAction.objects.create()
workflow = Workflow.objects.create(name="Manual workflow", order=0)
workflow.triggers.add(trigger)
workflow.actions.add(action)
return workflow
def _run_workflow(self, parameters, documents=None):
return self.client.post(
"/api/documents/bulk_edit/",
json.dumps(
{
"documents": documents or [self.doc1.id],
"method": "run_workflow",
"parameters": parameters,
},
),
content_type="application/json",
)
@mock.patch("documents.views.bulk_edit.run_workflow")
def test_run_workflow(self, m) -> None:
"""A valid run_workflow call passes the docs, workflow id and filter flag through."""
self.setup_mock(m, "run_workflow")
workflow = self._make_manual_workflow()
response = self._run_workflow({"workflow": workflow.id})
self.assertEqual(response.status_code, status.HTTP_200_OK)
args, kwargs = m.call_args
self.assertEqual(args[0], [self.doc1.id])
self.assertEqual(kwargs, {"workflow": workflow.id, "filter_documents": True})
self._run_workflow({"workflow": workflow.id, "filter_documents": False})
self.assertFalse(m.call_args.kwargs["filter_documents"])
@mock.patch("documents.views.bulk_edit.run_workflow")
def test_run_workflow_invalid_parameters(self, m) -> None:
"""Invalid run_workflow parameters are rejected before dispatch."""
self.setup_mock(m, "run_workflow")
manual = self._make_manual_workflow()
non_manual = Workflow.objects.create(name="Non-manual", order=0)
non_manual.triggers.add(
WorkflowTrigger.objects.create(
type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
),
)
for label, parameters in (
("missing workflow", {}),
("nonexistent workflow", {"workflow": 9999}),
("no manual trigger", {"workflow": non_manual.id}),
("non-bool filter", {"workflow": manual.id, "filter_documents": "nope"}),
):
with self.subTest(label):
response = self._run_workflow(parameters)
self.assertEqual(
response.status_code,
status.HTTP_400_BAD_REQUEST,
)
m.assert_not_called()
@mock.patch("documents.views.bulk_edit.run_workflow")
def test_run_workflow_requires_ownership(self, m) -> None:
"""A non-owner without document ownership is forbidden (actions mutate docs)."""
self.setup_mock(m, "run_workflow")
user = UserFactory(username="no_perms")
grant_all_global(user)
doc = DocumentFactory(owner=UserFactory(username="other"))
workflow = self._make_manual_workflow()
self.client.force_authenticate(user=user)
response = self._run_workflow({"workflow": workflow.id}, documents=[doc.id])
self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
m.assert_not_called()
@mock.patch("documents.serialisers.bulk_edit.set_storage_path")
def test_api_set_storage_path(self, m) -> None:
"""
+24
View File
@@ -100,6 +100,30 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
self.action.assign_correspondent.pk,
)
def test_api_get_workflows_filter_trigger_type(self) -> None:
"""
GIVEN:
- A consumption workflow and a manual workflow
WHEN:
- Workflows are requested filtered by trigger_type
THEN:
- Only workflows with a matching trigger are returned
"""
manual_trigger = WorkflowTrigger.objects.create(
type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
)
manual_workflow = Workflow.objects.create(name="Manual", order=1)
manual_workflow.triggers.add(manual_trigger)
response = self.client.get(
f"{self.ENDPOINT}?trigger_type={WorkflowTrigger.WorkflowTriggerType.MANUAL}",
format="json",
)
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(response.data["count"], 1)
self.assertEqual(response.data["results"][0]["id"], manual_workflow.id)
def test_api_get_workflow_actions_ordered(self) -> None:
"""
GIVEN:
+50
View File
@@ -2288,6 +2288,56 @@ class TestWorkflows(
doc.refresh_from_db()
self.assertEqual(doc.owner, self.user2)
def _make_manual_workflow(self, *, require_tag: Tag | None = None) -> Workflow:
trigger = WorkflowTrigger.objects.create(
type=WorkflowTrigger.WorkflowTriggerType.MANUAL,
)
if require_tag is not None:
trigger.filter_has_all_tags.add(require_tag)
action = WorkflowAction.objects.create(assign_owner=self.user2)
workflow = Workflow.objects.create(name="Manual workflow", order=0)
workflow.triggers.add(trigger)
workflow.actions.add(action)
return workflow
@mock.patch("documents.tasks.send_websocket_document_updated")
def test_manual_workflow_run_applies_and_notifies(self, mock_ws) -> None:
"""A manual run applies the workflow's actions and pushes a websocket update."""
workflow = self._make_manual_workflow()
doc = DocumentFactory()
tasks.run_workflows_for_documents([doc.pk], workflow.pk)
doc.refresh_from_db()
self.assertEqual(doc.owner, self.user2)
self.assertEqual(mock_ws.call_args.kwargs["document"].pk, doc.pk)
def test_manual_workflow_run_respects_filters(self) -> None:
"""With filter_documents=True, a document failing the trigger filters is skipped."""
workflow = self._make_manual_workflow(require_tag=self.t1)
doc = DocumentFactory()
tasks.run_workflows_for_documents([doc.pk], workflow.pk, filter_documents=True)
doc.refresh_from_db()
self.assertIsNone(doc.owner)
def test_manual_workflow_run_force_ignores_filters(self) -> None:
"""With filter_documents=False, actions run regardless of the trigger filters."""
workflow = self._make_manual_workflow(require_tag=self.t1)
doc = DocumentFactory()
tasks.run_workflows_for_documents([doc.pk], workflow.pk, filter_documents=False)
doc.refresh_from_db()
self.assertEqual(doc.owner, self.user2)
def test_manual_workflow_run_missing_workflow(self) -> None:
"""A missing workflow id logs a warning rather than raising."""
doc = DocumentFactory()
with self.assertLogs("paperless.tasks", level="WARNING"):
tasks.run_workflows_for_documents([doc.pk], 9999)
@mock.patch("documents.tasks.send_websocket_document_updated")
def test_workflow_scheduled_trigger_sends_websocket_update(
self,
+5
View File
@@ -140,6 +140,7 @@ from documents.filters import ShareLinkFilterSet
from documents.filters import StoragePathFilterSet
from documents.filters import TagFilterSet
from documents.filters import TitleContentFilter
from documents.filters import WorkflowFilterSet
from documents.mail import EmailAttachment
from documents.mail import send_email
from documents.matching import match_correspondents
@@ -3020,6 +3021,7 @@ class DocumentOperationPermissionMixin(PassUserMixin, DocumentSelectionMixin):
bulk_edit.edit_pdf,
bulk_edit.merge_as_versions,
bulk_edit.remove_password,
bulk_edit.run_workflow,
]
)
or (
@@ -3159,6 +3161,7 @@ class BulkEditView(DocumentOperationPermissionMixin):
"edit_pdf": None,
"reprocess": "checksum",
"remove_password": None,
"run_workflow": None,
}
serializer_class = BulkEditSerializer
@@ -5189,6 +5192,8 @@ class WorkflowViewSet(ModelViewSet[Workflow]):
serializer_class = WorkflowSerializer
pagination_class = StandardPagination
filter_backends = (DjangoFilterBackend,)
filterset_class = WorkflowFilterSet
model = Workflow