Update mypy baseline

---------

Co-authored-by: github-actions <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>

.mypy-baseline.txt

@@ -445,7 +445,6 @@ src/documents/permissions.py:0: error: Function is missing a type annotation  [n
 src/documents/permissions.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/permissions.py:0: error: Function is missing a type annotation  [no-untyped-def]
 src/documents/permissions.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
-src/documents/permissions.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
 src/documents/permissions.py:0: error: Item "list[str]" of "Any | list[str] | QuerySet[User, User]" has no attribute "exclude"  [union-attr]
 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: Item "list[str]" of "Any | list[str] | QuerySet[User, User]" has no attribute "exists"  [union-attr]
@@ -560,8 +559,6 @@ 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]
 src/documents/serialisers.py:0: error: Function is missing a type annotation for one or more arguments  [no-untyped-def]
@@ -1573,8 +1570,6 @@ 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 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]

docs/advanced_usage.md

@@ -431,8 +431,10 @@ This allows for complex logic to be included in the format, including [logical s
 and [filters](https://jinja.palletsprojects.com/en/3.1.x/templates/#id11) to manipulate the [variables](#filename-format-variables)
 provided. The template is provided as a string, potentially multiline, and rendered into a single line.
 
-In addition, the entire Document instance is available to be utilized in a more advanced way, as well as some variables which only make sense to be accessed
-with more complex logic.
+In addition, a limited `document` object is available for advanced templates.
+This object includes common metadata fields such as `id`, `pk`, `title`, `content`, `page_count`, `created`, `added`, `modified`, `mime_type`,
+`checksum`, `archive_checksum`, `archive_serial_number`, `filename`, `archive_filename`, and `original_filename`.
+Related values are available as nested objects with limited fields, for example document.correspondent.name, etc.
 
 #### Custom Jinja2 Filters
 

docs/changelog.md

@@ -1,5 +1,23 @@
 # Changelog
 
+## paperless-ngx 2.20.7
+
+### Bug Fixes
+
+-   Performance fix: use subqueries to improve object retrieval in large installs [@shamoon](https://github.com/shamoon) ([#11950](https://github.com/paperless-ngx/paperless-ngx/pull/11950))
+-   Fix: correct user dropdown button icon styling [@shamoon](https://github.com/shamoon) ([#12092](https://github.com/paperless-ngx/paperless-ngx/issues/12092))
+-   Fix: fix broken docker create_classifier command in 2.20.6 [@shamoon](https://github.com/shamoon) ([#11965](https://github.com/paperless-ngx/paperless-ngx/issues/11965))
+
+### All App Changes
+
+<details>
+<summary>3 changes</summary>
+
+-   Performance fix: use subqueries to improve object retrieval in large installs [@shamoon](https://github.com/shamoon) ([#11950](https://github.com/paperless-ngx/paperless-ngx/pull/11950))
+-   Fix: correct user dropdown button icon styling [@shamoon](https://github.com/shamoon) ([#12092](https://github.com/paperless-ngx/paperless-ngx/issues/12092))
+-   Fix: fix broken docker create_classifier command in 2.20.6 [@shamoon](https://github.com/shamoon) ([#11965](https://github.com/paperless-ngx/paperless-ngx/issues/11965))
+</details>
+
 ## paperless-ngx 2.20.6
 
 ### Bug Fixes

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "paperless-ngx"
-version = "2.20.6"
+version = "2.20.7"
 description = "A community-supported supercharged document management system: scan, index and archive all your physical documents"
 readme = "README.md"
 requires-python = ">=3.10"

src-ui/e2e/dashboard/dashboard.spec.ts

@@ -52,11 +52,11 @@ test('dashboard saved view document links', async ({ page }) => {
 test('test slim sidebar', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR1, { notFound: 'fallback' })
   await page.goto('/dashboard')
-  await page.locator('#sidebarMenu').getByRole('button').click()
+  await page.locator('.sidebar-slim-toggler').click()
   await expect(
     page.getByRole('link', { name: 'Dashboard' }).getByText('Dashboard')
   ).toBeHidden()
-  await page.locator('#sidebarMenu').getByRole('button').click()
+  await page.locator('.sidebar-slim-toggler').click()
   await expect(
     page.getByRole('link', { name: 'Dashboard' }).getByText('Dashboard')
   ).toBeVisible()

src-ui/e2e/permissions/global-permissions.spec.ts

@@ -33,9 +33,9 @@ test('should not allow user to view correspondents', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR, { notFound: 'fallback' })
   await page.goto('/dashboard')
   await expect(
-    page.getByRole('link', { name: 'Correspondents' })
+    page.getByRole('link', { name: 'Attributes' })
   ).not.toBeAttached()
-  await page.goto('/correspondents')
+  await page.goto('/attributes/correspondents')
   await expect(page.locator('body')).toHaveText(
     /You don't have permissions to do that/i
   )
@@ -44,8 +44,10 @@ test('should not allow user to view correspondents', async ({ page }) => {
 test('should not allow user to view tags', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR, { notFound: 'fallback' })
   await page.goto('/dashboard')
-  await expect(page.getByRole('link', { name: 'Tags' })).not.toBeAttached()
-  await page.goto('/tags')
+  await expect(
+    page.getByRole('link', { name: 'Attributes' })
+  ).not.toBeAttached()
+  await page.goto('/attributes/tags')
   await expect(page.locator('body')).toHaveText(
     /You don't have permissions to do that/i
   )
@@ -55,9 +57,9 @@ test('should not allow user to view document types', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR, { notFound: 'fallback' })
   await page.goto('/dashboard')
   await expect(
-    page.getByRole('link', { name: 'Document Types' })
+    page.getByRole('link', { name: 'Attributes' })
   ).not.toBeAttached()
-  await page.goto('/documenttypes')
+  await page.goto('/attributes/documenttypes')
   await expect(page.locator('body')).toHaveText(
     /You don't have permissions to do that/i
   )
@@ -67,9 +69,9 @@ test('should not allow user to view storage paths', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR, { notFound: 'fallback' })
   await page.goto('/dashboard')
   await expect(
-    page.getByRole('link', { name: 'Storage Paths' })
+    page.getByRole('link', { name: 'Attributes' })
   ).not.toBeAttached()
-  await page.goto('/storagepaths')
+  await page.goto('/attributes/storagepaths')
   await expect(page.locator('body')).toHaveText(
     /You don't have permissions to do that/i
   )

src-ui/package.json

@@ -1,6 +1,6 @@
 {
   "name": "paperless-ngx-ui",
-  "version": "2.20.6",
+  "version": "2.20.7",
   "scripts": {
     "preinstall": "npx only-allow pnpm",
     "ng": "ng",

src-ui/src/app/app-routing.module.ts

@@ -11,13 +11,9 @@ import { DashboardComponent } from './components/dashboard/dashboard.component'
 import { DocumentAsnComponent } from './components/document-asn/document-asn.component'
 import { DocumentDetailComponent } from './components/document-detail/document-detail.component'
 import { DocumentListComponent } from './components/document-list/document-list.component'
-import { CorrespondentListComponent } from './components/manage/correspondent-list/correspondent-list.component'
-import { CustomFieldsComponent } from './components/manage/custom-fields/custom-fields.component'
-import { DocumentTypeListComponent } from './components/manage/document-type-list/document-type-list.component'
+import { DocumentAttributesComponent } from './components/manage/document-attributes/document-attributes.component'
 import { MailComponent } from './components/manage/mail/mail.component'
 import { SavedViewsComponent } from './components/manage/saved-views/saved-views.component'
-import { StoragePathListComponent } from './components/manage/storage-path-list/storage-path-list.component'
-import { TagListComponent } from './components/manage/tag-list/tag-list.component'
 import { WorkflowsComponent } from './components/manage/workflows/workflows.component'
 import { NotFoundComponent } from './components/not-found/not-found.component'
 import { DirtyDocGuard } from './guards/dirty-doc.guard'
@@ -106,52 +102,76 @@ export const routes: Routes = [
         },
       },
       {
-        path: 'tags',
-        component: TagListComponent,
+        path: 'attributes',
+        component: DocumentAttributesComponent,
         canActivate: [PermissionsGuard],
         data: {
-          requiredPermission: {
-            action: PermissionAction.View,
-            type: PermissionType.Tag,
-          },
-          componentName: 'TagListComponent',
+          requiredPermissionAny: [
+            { action: PermissionAction.View, type: PermissionType.Tag },
+            {
+              action: PermissionAction.View,
+              type: PermissionType.Correspondent,
+            },
+            {
+              action: PermissionAction.View,
+              type: PermissionType.DocumentType,
+            },
+            { action: PermissionAction.View, type: PermissionType.StoragePath },
+            { action: PermissionAction.View, type: PermissionType.CustomField },
+          ],
+          componentName: 'DocumentAttributesComponent',
         },
       },
       {
-        path: 'documenttypes',
-        component: DocumentTypeListComponent,
+        path: 'attributes/:section',
+        component: DocumentAttributesComponent,
         canActivate: [PermissionsGuard],
         data: {
-          requiredPermission: {
-            action: PermissionAction.View,
-            type: PermissionType.DocumentType,
-          },
-          componentName: 'DocumentTypeListComponent',
+          requiredPermissionAny: [
+            { action: PermissionAction.View, type: PermissionType.Tag },
+            {
+              action: PermissionAction.View,
+              type: PermissionType.Correspondent,
+            },
+            {
+              action: PermissionAction.View,
+              type: PermissionType.DocumentType,
+            },
+            { action: PermissionAction.View, type: PermissionType.StoragePath },
+            { action: PermissionAction.View, type: PermissionType.CustomField },
+          ],
+          componentName: 'DocumentAttributesComponent',
         },
       },
+      {
+        path: 'documentproperties',
+        redirectTo: '/attributes',
+        pathMatch: 'full',
+      },
+      {
+        path: 'documentproperties/:section',
+        redirectTo: '/attributes/:section',
+        pathMatch: 'full',
+      },
+      {
+        path: 'tags',
+        redirectTo: '/attributes/tags',
+        pathMatch: 'full',
+      },
       {
         path: 'correspondents',
-        component: CorrespondentListComponent,
-        canActivate: [PermissionsGuard],
-        data: {
-          requiredPermission: {
-            action: PermissionAction.View,
-            type: PermissionType.Correspondent,
-          },
-          componentName: 'CorrespondentListComponent',
-        },
+        redirectTo: '/attributes/correspondents',
+        pathMatch: 'full',
+      },
+      {
+        path: 'documenttypes',
+        redirectTo: '/attributes/documenttypes',
+        pathMatch: 'full',
       },
       {
         path: 'storagepaths',
-        component: StoragePathListComponent,
-        canActivate: [PermissionsGuard],
-        data: {
-          requiredPermission: {
-            action: PermissionAction.View,
-            type: PermissionType.StoragePath,
-          },
-          componentName: 'StoragePathListComponent',
-        },
+        redirectTo: '/attributes/storagepaths',
+        pathMatch: 'full',
       },
       {
         path: 'logs',
@@ -239,15 +259,8 @@ export const routes: Routes = [
       },
       {
         path: 'customfields',
-        component: CustomFieldsComponent,
-        canActivate: [PermissionsGuard],
-        data: {
-          requiredPermission: {
-            action: PermissionAction.View,
-            type: PermissionType.CustomField,
-          },
-          componentName: 'CustomFieldsComponent',
-        },
+        redirectTo: '/attributes/customfields',
+        pathMatch: 'full',
       },
       {
         path: 'workflows',

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

@@ -195,8 +195,8 @@ export class AppComponent implements OnInit, OnDestroy {
       },
       {
         anchorId: 'tour.tags',
-        content: $localize`Tags, correspondents, document types and storage paths can all be managed using these pages. They can also be created from the document edit view.`,
-        route: '/tags',
+        content: $localize`Attributes like tags, correspondents, document types, storage paths and custom fields can all be managed here. They can also be created from the document edit view.`,
+        route: '/attributes/tags',
         backdropConfig: {
           offset: 0,
         },

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

@@ -5,13 +5,13 @@
   i18n-info
   >
   <button class="btn btn-sm btn-outline-primary" (click)="tourService.start()">
-    <i-bs class="me-1" name="airplane"></i-bs>&nbsp;<ng-container i18n>Start tour</ng-container>
+    <i-bs class="me-2" name="airplane"></i-bs><ng-container i18n>Start tour</ng-container>
   </button>
   @if (permissionsService.isAdmin()) {
     <button class="btn btn-sm btn-outline-primary position-relative ms-md-5 me-1" (click)="showSystemStatus()"
       [disabled]="!systemStatus">
       @if (!systemStatus) {
-        <div class="spinner-border spinner-border-sm me-1 h-75" role="status"></div>
+        <div class="spinner-border spinner-border-sm me-2 h-75" role="status"></div>
       } @else {
         <i-bs class="me-2" name="card-checklist"></i-bs>
         @if (systemStatusHasErrors) {
@@ -28,7 +28,7 @@
     </button>
     <a class="btn btn-sm btn-primary" href="admin/" target="_blank">
       <ng-container i18n>Open Django Admin</ng-container>
-      &nbsp;<i-bs name="arrow-up-right"></i-bs>
+      <i-bs class="ms-2" name="arrow-up-right"></i-bs>
     </a>
   }
 </pngx-page-header>

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

@@ -6,10 +6,10 @@
   >
   <div class="btn-toolbar col col-md-auto align-items-center gap-2">
     <button class="btn btn-sm btn-outline-secondary me-2" (click)="clearSelection()" [hidden]="selectedTasks.size === 0">
-      <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Clear selection</ng-container>
+      <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Clear selection</ng-container>
     </button>
     <button class="btn btn-sm btn-outline-primary me-2" (click)="dismissTasks()" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.PaperlessTask }" [disabled]="tasksService.total === 0">
-      <i-bs name="check2-all"></i-bs>&nbsp;{{dismissButtonText}}
+      <i-bs name="check2-all" class="me-1"></i-bs>{{dismissButtonText}}
     </button>
     <div class="form-inline d-flex align-items-center">
       <div class="input-group input-group-sm flex-fill w-auto flex-nowrap">
@@ -113,12 +113,12 @@
           <td scope="row">
             <div class="btn-group" role="group">
               <button class="btn btn-sm btn-outline-secondary" (click)="dismissTask(task); $event.stopPropagation();" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.PaperlessTask }">
-                <i-bs name="check"></i-bs>&nbsp;<ng-container i18n>Dismiss</ng-container>
+                <i-bs name="check" class="me-1"></i-bs><ng-container i18n>Dismiss</ng-container>
               </button>
               <ng-container *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }">
                 @if (task.related_document) {
                   <button class="btn btn-sm btn-outline-primary" (click)="dismissAndGo(task); $event.stopPropagation();">
-                    <i-bs name="file-text"></i-bs>&nbsp;<ng-container i18n>Open Document</ng-container>
+                    <i-bs name="file-text" class="me-1"></i-bs><ng-container i18n>Open Document</ng-container>
                   </button>
                 }
               </ng-container>

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

@@ -5,16 +5,16 @@
     i18n-info
     infoLink="usage/#document-trash">
     <button class="btn btn-sm btn-outline-secondary" (click)="clearSelection()" [hidden]="selectedDocuments.size === 0">
-        <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Clear selection</ng-container>
+        <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Clear selection</ng-container>
     </button>
     <button type="button" class="btn btn-sm btn-outline-primary" (click)="restoreAll(selectedDocuments)" [disabled]="selectedDocuments.size === 0">
-        <i-bs name="arrow-counterclockwise"></i-bs>&nbsp;<ng-container i18n>Restore selected</ng-container>
+        <i-bs name="arrow-counterclockwise" class="me-1"></i-bs><ng-container i18n>Restore selected</ng-container>
     </button>
     <button type="button" class="btn btn-sm btn-outline-danger" (click)="emptyTrash(selectedDocuments)" [disabled]="selectedDocuments.size === 0">
-        <i-bs name="trash"></i-bs>&nbsp;<ng-container i18n>Delete selected</ng-container>
+        <i-bs name="trash" class="me-1"></i-bs><ng-container i18n>Delete selected</ng-container>
     </button>
     <button type="button" class="btn btn-sm btn-outline-danger" (click)="emptyTrash()" [disabled]="documentsInTrash.length === 0">
-        <i-bs name="trash"></i-bs>&nbsp;<ng-container i18n>Empty trash</ng-container>
+        <i-bs name="trash" class="me-1"></i-bs><ng-container i18n>Empty trash</ng-container>
     </button>
 </pngx-page-header>
 
@@ -75,10 +75,10 @@
                     </div>
                     <div class="btn-group d-none d-sm-block">
                         <button class="btn btn-sm btn-outline-secondary" (click)="restore(document); $event.stopPropagation();">
-                            <i-bs width="1em" height="1em" name="arrow-counterclockwise"></i-bs>&nbsp;<ng-container i18n>Restore</ng-container>
+                            <i-bs width="1em" height="1em" name="arrow-counterclockwise" class="me-1"></i-bs><ng-container i18n>Restore</ng-container>
                         </button>
                         <button class="btn btn-sm btn-outline-danger" (click)="delete(document); $event.stopPropagation();">
-                            <i-bs width="1em" height="1em" name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
+                            <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
                         </button>
                     </div>
                     </td>

src-ui/src/app/components/admin/users-groups/users-groups.component.html

@@ -11,7 +11,7 @@
   <h4 class="d-flex">
     <ng-container i18n>Users</ng-container>
     <button type="button" class="btn btn-sm btn-outline-primary ms-4" (click)="editUser()" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.User }">
-      <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Add User</ng-container>
+      <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Add User</ng-container>
     </button>
   </h4>
   <ul class="list-group">
@@ -32,10 +32,10 @@
           <div class="col">
             <div class="btn-group">
               <button class="btn btn-sm btn-outline-secondary" type="button" (click)="editUser(user)" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.User }">
-                <i-bs width="1em" height="1em" name="pencil"></i-bs>&nbsp;<ng-container i18n>Edit</ng-container>
+                <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><ng-container i18n>Edit</ng-container>
               </button>
               <button class="btn btn-sm btn-outline-danger" type="button" (click)="deleteUser(user)" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.User }">
-                <i-bs width="1em" height="1em" name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
+                <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
               </button>
             </div>
           </div>
@@ -49,7 +49,7 @@
   <h4 class="mt-4 d-flex">
     <ng-container i18n>Groups</ng-container>
     <button type="button" class="btn btn-sm btn-outline-primary ms-4" (click)="editGroup()" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.Group }">
-      <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Add Group</ng-container>
+      <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Add Group</ng-container>
     </button>
   </h4>
   <ul class="list-group">
@@ -70,10 +70,10 @@
           <div class="col">
             <div class="btn-group">
               <button class="btn btn-sm btn-outline-secondary" type="button" (click)="editGroup(group)" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.Group }">
-                <i-bs width="1em" height="1em" name="pencil"></i-bs>&nbsp;<ng-container i18n>Edit</ng-container>
+                <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><ng-container i18n>Edit</ng-container>
               </button>
               <button class="btn btn-sm btn-outline-danger" type="button" (click)="deleteGroup(group)" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Group }">
-                <i-bs width="1em" height="1em" name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
+                <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
               </button>
             </div>
           </div>

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

@@ -86,14 +86,14 @@
             <a class="nav-link" routerLink="dashboard" routerLinkActive="active" (click)="closeMenu()"
               ngbPopover="Dashboard" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
               container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-              <i-bs class="me-1" name="house"></i-bs><span>&nbsp;<ng-container i18n>Dashboard</ng-container></span>
+              <i-bs class="me-2" name="house"></i-bs><span><ng-container i18n>Dashboard</ng-container></span>
             </a>
           </li>
           <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }">
             <a class="nav-link" routerLink="documents" routerLinkActive="active" (click)="closeMenu()"
               ngbPopover="Documents" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
               container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-              <i-bs class="me-1" name="files"></i-bs><span>&nbsp;<ng-container i18n>Documents</ng-container></span>
+              <i-bs class="me-2" name="files"></i-bs><span><ng-container i18n>Documents</ng-container></span>
             </a>
           </li>
         </ul>
@@ -117,8 +117,7 @@
                     routerLinkActive="active" (click)="closeMenu()" [ngbPopover]="view.name"
                     [disablePopover]="!slimSidebarEnabled" placement="end" container="body" triggers="mouseenter:mouseleave"
                     popoverClass="popover-slim">
-                    <i-bs class="me-1" name="funnel"></i-bs>
-                      <span>&nbsp;<div class="d-inline-flex view-name"><span class="overflow-hidden" [class.text-wrap]="!slimSidebarEnabled">{{view.name}}</span></div>
+                    <i-bs class="me-2" name="funnel"></i-bs><span><div class="d-inline-flex view-name"><span class="overflow-hidden" [class.text-wrap]="!slimSidebarEnabled">{{view.name}}</span></div>
                         @if (showSidebarCounts && !slimSidebarEnabled) {
                           <span class="badge bg-info text-dark ms-2 d-inline">{{ savedViewService.getDocumentCount(view) }}</span>
                         }
@@ -151,7 +150,7 @@
                   routerLinkActive="active" (click)="closeMenu()" [ngbPopover]="d.title | documentTitle"
                   [disablePopover]="!slimSidebarEnabled" placement="end" container="body" triggers="mouseenter:mouseleave"
                   popoverClass="popover-slim">
-                  <i-bs class="me-1" name="file-text"></i-bs><span>&nbsp;{{d.title | documentTitle}}</span>
+                  <i-bs class="me-2" name="file-text"></i-bs><span>{{d.title | documentTitle}}</span>
                   <span class="close flex-column justify-content-center" (click)="closeDocument(d); $event.preventDefault()">
                     <i-bs name="x"></i-bs>
                   </span>
@@ -163,7 +162,7 @@
                 <a class="nav-link app-link" [class.text-truncate]="!slimSidebarEnabled" [routerLink]="[]" (click)="closeAll()"
                   ngbPopover="Close all" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
                   container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                  <i-bs class="me-1" name="x"></i-bs><span>&nbsp;<ng-container i18n>Close all</ng-container></span>
+                  <i-bs class="me-2" name="x"></i-bs><span><ng-container i18n>Close all</ng-container></span>
                 </a>
               </li>
             }
@@ -175,49 +174,65 @@
             <span i18n>Manage</span>
           </h6>
           <ul class="nav flex-column mb-2">
-            <li class="nav-item app-link"
-              *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Correspondent }">
-              <a class="nav-link" routerLink="correspondents" routerLinkActive="active" (click)="closeMenu()"
-                ngbPopover="Correspondents" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
-                container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="person"></i-bs><span>&nbsp;<ng-container i18n>Correspondents</ng-container></span>
-              </a>
-            </li>
-            <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Tag }"
-              tourAnchor="tour.tags">
-              <a class="nav-link" routerLink="tags" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Tags"
-                i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end" container="body"
-                triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="tags"></i-bs><span>&nbsp;<ng-container i18n>Tags</ng-container></span>
-              </a>
-            </li>
-            <li class="nav-item app-link"
-              *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.DocumentType }">
-              <a class="nav-link" routerLink="documenttypes" routerLinkActive="active" (click)="closeMenu()"
-                ngbPopover="Document Types" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
-                container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="hash"></i-bs><span>&nbsp;<ng-container i18n>Document Types</ng-container></span>
-              </a>
-            </li>
-            <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.StoragePath }">
-              <a class="nav-link" routerLink="storagepaths" routerLinkActive="active" (click)="closeMenu()"
-                ngbPopover="Storage Paths" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
-                container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="folder"></i-bs><span>&nbsp;<ng-container i18n>Storage Paths</ng-container></span>
-              </a>
-            </li>
-            <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.CustomField }">
-              <a class="nav-link" routerLink="customfields" routerLinkActive="active" (click)="closeMenu()"
-                ngbPopover="Custom Fields" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
-                container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="ui-radios"></i-bs><span>&nbsp;<ng-container i18n>Custom Fields</ng-container></span>
-              </a>
-            </li>
+            @if (canManageAttributes) {
+              <li class="nav-item app-link" tourAnchor="tour.tags">
+                <div class="d-flex align-items-center attributes-row">
+                  <a class="nav-link flex-fill" routerLink="attributes" routerLinkActive="active" (click)="closeMenu()"
+                    ngbPopover="Attributes" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
+                    container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
+                    <i-bs class="me-2" name="stack"></i-bs><span><ng-container i18n>Attributes</ng-container></span>
+                  </a>
+                  @if (!slimSidebarEnabled) {
+                    <button
+                      type="button"
+                      class="btn btn-link btn-sm text-muted p-0 me-3 attributes-expand-btn"
+                      (click)="toggleAttributesSections($event)"
+                      [attr.aria-label]="attributesSectionsCollapsed ? 'Expand attributes sections' : 'Collapse attributes sections'"
+                      i18n-aria-label
+                    >
+                      <i-bs [name]="attributesSectionsCollapsed ? 'plus-circle' : 'dash-circle'"></i-bs>
+                    </button>
+                  }
+                </div>
+                <div
+                  class="attributes-submenu ms-2"
+                  [ngbCollapse]="slimSidebarEnabled || attributesSectionsCollapsed"
+                >
+                  <ul class="nav flex-column">
+                    <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Tag }">
+                      <a class="nav-link py-1" routerLink="attributes/tags" routerLinkActive="active" (click)="closeMenu()">
+                        <i-bs class="me-2" name="tags"></i-bs><span><ng-container i18n>Tags</ng-container></span>
+                      </a>
+                    </li>
+                    <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Correspondent }">
+                      <a class="nav-link py-1" routerLink="attributes/correspondents" routerLinkActive="active" (click)="closeMenu()">
+                        <i-bs class="me-2" name="person"></i-bs><span><ng-container i18n>Correspondents</ng-container></span>
+                      </a>
+                    </li>
+                    <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.DocumentType }">
+                      <a class="nav-link py-1" routerLink="attributes/documenttypes" routerLinkActive="active" (click)="closeMenu()">
+                        <i-bs class="me-2" name="hash"></i-bs><span><ng-container i18n>Document types</ng-container></span>
+                      </a>
+                    </li>
+                    <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.StoragePath }">
+                      <a class="nav-link py-1" routerLink="attributes/storagepaths" routerLinkActive="active" (click)="closeMenu()">
+                        <i-bs class="me-2" name="folder"></i-bs><span><ng-container i18n>Storage paths</ng-container></span>
+                      </a>
+                    </li>
+                    <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.CustomField }">
+                      <a class="nav-link py-1" routerLink="attributes/customfields" routerLinkActive="active" (click)="closeMenu()">
+                        <i-bs class="me-2" name="ui-radios"></i-bs><span><ng-container i18n>Custom fields</ng-container></span>
+                      </a>
+                    </li>
+                  </ul>
+                </div>
+              </li>
+            }
             <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.SavedView }">
               <a class="nav-link" routerLink="savedviews" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="Saved Views" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="window-stack"></i-bs><span>&nbsp;<ng-container i18n>Saved Views</ng-container></span>
+                <i-bs class="me-2" name="window-stack"></i-bs><span><ng-container i18n>Saved Views</ng-container></span>
               </a>
             </li>
             <li class="nav-item app-link"
@@ -226,7 +241,7 @@
               <a class="nav-link" routerLink="workflows" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="Workflows" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="boxes"></i-bs><span>&nbsp;<ng-container i18n>Workflows</ng-container></span>
+                <i-bs class="me-2" name="boxes"></i-bs><span><ng-container i18n>Workflows</ng-container></span>
               </a>
             </li>
             <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.MailAccount }"
@@ -234,14 +249,14 @@
               <a class="nav-link" routerLink="mail" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Mail"
                 i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end" container="body"
                 triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="envelope"></i-bs><span>&nbsp;<ng-container i18n>Mail</ng-container></span>
+                <i-bs class="me-2" name="envelope"></i-bs><span><ng-container i18n>Mail</ng-container></span>
               </a>
             </li>
             <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }">
               <a class="nav-link" routerLink="trash" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Trash"
                 i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end" container="body"
                 triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="trash"></i-bs><span>&nbsp;<ng-container i18n>Trash</ng-container></span>
+                <i-bs class="me-2" name="trash"></i-bs><span><ng-container i18n>Trash</ng-container></span>
               </a>
             </li>
           </ul>
@@ -257,21 +272,21 @@
               <a class="nav-link" routerLink="settings" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="Settings" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="gear"></i-bs><span>&nbsp;<ng-container i18n>Settings</ng-container></span>
+                <i-bs class="me-2" name="gear"></i-bs><span><ng-container i18n>Settings</ng-container></span>
               </a>
             </li>
             <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.AppConfig }">
               <a class="nav-link" routerLink="config" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="Configuration" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="sliders2-vertical"></i-bs><span>&nbsp;<ng-container i18n>Configuration</ng-container></span>
+                <i-bs class="me-2" name="sliders2-vertical"></i-bs><span><ng-container i18n>Configuration</ng-container></span>
               </a>
             </li>
             <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.User }">
               <a class="nav-link" routerLink="usersgroups" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="Users & Groups" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="people"></i-bs><span>&nbsp;<ng-container i18n>Users & Groups</ng-container></span>
+                <i-bs class="me-2" name="people"></i-bs><span><ng-container i18n>Users & Groups</ng-container></span>
               </a>
             </li>
             <li class="nav-item app-link"
@@ -280,7 +295,7 @@
               <a class="nav-link" routerLink="tasks" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="File Tasks" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="me-1" name="list-task"></i-bs><span>&nbsp;<ng-container i18n>File Tasks</ng-container>@if (tasksService.failedFileTasks.length > 0) {
+                <i-bs class="me-2" name="list-task"></i-bs><span><ng-container i18n>File Tasks</ng-container>@if (tasksService.failedFileTasks.length > 0) {
                   <span><span class="badge bg-danger ms-2 d-inline">{{tasksService.failedFileTasks.length}}</span></span>
                 }</span>
                 @if (tasksService.failedFileTasks.length > 0 && slimSidebarEnabled) {
@@ -293,7 +308,7 @@
                 <a class="nav-link" routerLink="logs" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Logs"
                   i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end" container="body"
                   triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                  <i-bs class="me-1" name="text-left"></i-bs><span>&nbsp;<ng-container i18n>Logs</ng-container></span>
+                  <i-bs class="me-2" name="text-left"></i-bs><span><ng-container i18n>Logs</ng-container></span>
                 </a>
               </li>
             }
@@ -302,7 +317,7 @@
                 target="_blank" rel="noopener noreferrer" href="https://docs.paperless-ngx.com" ngbPopover="Documentation"
                 i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end" container="body"
                 triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                <i-bs class="d-flex" name="question-circle"></i-bs><span class="ms-1">&nbsp;<ng-container i18n>Documentation</ng-container></span>
+                <i-bs class="d-flex me-2" name="question-circle"></i-bs><span><ng-container i18n>Documentation</ng-container></span>
               </a>
             </li>
             <li class="nav-item" [class.visually-hidden]="slimSidebarEnabled">
@@ -341,9 +356,9 @@
                           href="https://github.com/paperless-ngx/paperless-ngx/releases"
                           [ngbPopover]="updateAvailablePopContent" popoverClass="shadow" triggers="mouseenter:mouseleave"
                           container="body">
-                          <i-bs width="1.2em" height="1.2em" name="info-circle"></i-bs>
+                          <i-bs width="1.2em" height="1.2em" name="info-circle" class="me-1"></i-bs>
                           @if (appRemoteVersion?.update_available) {
-                            &nbsp;<ng-container i18n>Update available</ng-container>
+                            <ng-container i18n>Update available</ng-container>
                           }
                         </a>
                       }

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

@@ -177,6 +177,15 @@ main {
   }
 }
 
+.attributes-row .attributes-expand-btn {
+  opacity: 0.2;
+  transition: opacity 0.15s ease-in-out;
+}
+
+.attributes-row:hover .attributes-expand-btn {
+  opacity: 1;
+}
+
 .sidebar-heading {
   font-size: 0.75rem;
   text-transform: uppercase;
@@ -281,7 +290,7 @@ main {
 .navbar .dropdown-menu {
   font-size: 0.875rem; // body size
 
-  a i-bs {
+  a i-bs, button i-bs {
     opacity: 0.6;
   }
 }

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

@@ -28,7 +28,10 @@ import {
   DjangoMessagesService,
 } from 'src/app/services/django-messages.service'
 import { OpenDocumentsService } from 'src/app/services/open-documents.service'
-import { PermissionsService } from 'src/app/services/permissions.service'
+import {
+  PermissionType,
+  PermissionsService,
+} from 'src/app/services/permissions.service'
 import { RemoteVersionService } from 'src/app/services/rest/remote-version.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { SearchService } from 'src/app/services/rest/search.service'
@@ -258,7 +261,7 @@ describe('AppFrameComponent', () => {
     const toastSpy = jest.spyOn(toastService, 'showError')
     component.toggleSlimSidebar()
     httpTestingController
-      .expectOne(`${environment.apiBaseUrl}ui_settings/`)
+      .match(`${environment.apiBaseUrl}ui_settings/`)[0]
       .flush('error', {
         status: 500,
         statusText: 'error',
@@ -373,4 +376,103 @@ describe('AppFrameComponent', () => {
   it('should call maybeRefreshDocumentCounts after saved views reload', () => {
     expect(maybeRefreshSpy).toHaveBeenCalled()
   })
+
+  it('should indicate attributes management availability when any permission is granted', () => {
+    jest
+      .spyOn(permissionsService, 'currentUserCan')
+      .mockImplementation((action, type) => {
+        return type === PermissionType.Tag
+      })
+
+    expect(component.canManageAttributes).toBe(true)
+  })
+
+  it('should indicate attributes management availability for other permission types', () => {
+    const canSpy = jest
+      .spyOn(permissionsService, 'currentUserCan')
+      .mockImplementation((action, type) => {
+        return type === PermissionType.Correspondent
+      })
+    expect(component.canManageAttributes).toBe(true)
+
+    canSpy.mockImplementation((action, type) => {
+      return type === PermissionType.DocumentType
+    })
+    expect(component.canManageAttributes).toBe(true)
+
+    canSpy.mockImplementation((action, type) => {
+      return type === PermissionType.StoragePath
+    })
+    expect(component.canManageAttributes).toBe(true)
+
+    canSpy.mockImplementation((action, type) => {
+      return type === PermissionType.CustomField
+    })
+    expect(component.canManageAttributes).toBe(true)
+  })
+
+  it('should toggle attributes sections and stop event bubbling', () => {
+    const preventDefault = jest.fn()
+    const stopPropagation = jest.fn()
+    const setSpy = jest.spyOn(settingsService, 'set')
+    jest.spyOn(settingsService, 'storeSettings').mockReturnValue(of(true))
+
+    component.toggleAttributesSections({
+      preventDefault,
+      stopPropagation,
+    } as any)
+
+    expect(preventDefault).toHaveBeenCalled()
+    expect(stopPropagation).toHaveBeenCalled()
+    expect(setSpy).toHaveBeenCalledWith(
+      SETTINGS_KEYS.ATTRIBUTES_SECTIONS_COLLAPSED,
+      ['attributes']
+    )
+  })
+
+  it('should show error when saving slim sidebar setting fails', () => {
+    const toastSpy = jest.spyOn(toastService, 'showError')
+    jest.spyOn(console, 'warn').mockImplementation(() => {})
+    jest
+      .spyOn(settingsService, 'storeSettings')
+      .mockReturnValue(throwError(() => new Error('boom')))
+
+    component.slimSidebarEnabled = true
+
+    expect(toastSpy).toHaveBeenCalled()
+  })
+
+  it('should show error when saving attributes collapsed setting fails', () => {
+    const toastSpy = jest.spyOn(toastService, 'showError')
+    jest.spyOn(console, 'warn').mockImplementation(() => {})
+    jest
+      .spyOn(settingsService, 'storeSettings')
+      .mockReturnValue(throwError(() => new Error('boom')))
+
+    component.attributesSectionsCollapsed = true
+
+    expect(toastSpy).toHaveBeenCalled()
+  })
+
+  it('should persist attributes section collapse state', () => {
+    const setSpy = jest.spyOn(settingsService, 'set')
+    jest.spyOn(settingsService, 'storeSettings').mockReturnValue(of(true))
+
+    component.attributesSectionsCollapsed = true
+
+    expect(setSpy).toHaveBeenCalledWith(
+      SETTINGS_KEYS.ATTRIBUTES_SECTIONS_COLLAPSED,
+      ['attributes']
+    )
+  })
+
+  it('should collapse attributes sections when enabling slim sidebar', () => {
+    jest.spyOn(settingsService, 'storeSettings').mockReturnValue(of(true))
+    settingsService.set(SETTINGS_KEYS.ATTRIBUTES_SECTIONS_COLLAPSED, [])
+    settingsService.set(SETTINGS_KEYS.SLIM_SIDEBAR, false)
+
+    component.toggleSlimSidebar()
+
+    expect(component.attributesSectionsCollapsed).toBe(true)
+  })
 })

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

@@ -21,7 +21,7 @@ import { Observable } from 'rxjs'
 import { first } from 'rxjs/operators'
 import { Document } from 'src/app/data/document'
 import { SavedView } from 'src/app/data/saved-view'
-import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { CollapsibleSection, SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { ComponentCanDeactivate } from 'src/app/guards/dirty-doc.guard'
 import { DocumentTitlePipe } from 'src/app/pipes/document-title.pipe'
@@ -141,11 +141,20 @@ export class AppFrameComponent
   toggleSlimSidebar(): void {
     this.slimSidebarAnimating = true
     this.slimSidebarEnabled = !this.slimSidebarEnabled
+    if (this.slimSidebarEnabled) {
+      this.attributesSectionsCollapsed = true
+    }
     setTimeout(() => {
       this.slimSidebarAnimating = false
     }, 200) // slightly longer than css animation for slim sidebar
   }
 
+  toggleAttributesSections(event?: Event): void {
+    event?.preventDefault()
+    event?.stopPropagation()
+    this.attributesSectionsCollapsed = !this.attributesSectionsCollapsed
+  }
+
   get versionString(): string {
     return `${environment.appTitle} v${this.settingsService.get(SETTINGS_KEYS.VERSION)}${environment.tag === 'prod' ? '' : ` #${environment.tag}`}`
   }
@@ -167,6 +176,31 @@ export class AppFrameComponent
     )
   }
 
+  get canManageAttributes(): boolean {
+    return (
+      this.permissionsService.currentUserCan(
+        PermissionAction.View,
+        PermissionType.Tag
+      ) ||
+      this.permissionsService.currentUserCan(
+        PermissionAction.View,
+        PermissionType.Correspondent
+      ) ||
+      this.permissionsService.currentUserCan(
+        PermissionAction.View,
+        PermissionType.DocumentType
+      ) ||
+      this.permissionsService.currentUserCan(
+        PermissionAction.View,
+        PermissionType.StoragePath
+      ) ||
+      this.permissionsService.currentUserCan(
+        PermissionAction.View,
+        PermissionType.CustomField
+      )
+    )
+  }
+
   get slimSidebarEnabled(): boolean {
     return this.settingsService.get(SETTINGS_KEYS.SLIM_SIDEBAR)
   }
@@ -186,6 +220,31 @@ export class AppFrameComponent
       })
   }
 
+  get attributesSectionsCollapsed(): boolean {
+    return this.settingsService
+      .get(SETTINGS_KEYS.ATTRIBUTES_SECTIONS_COLLAPSED)
+      ?.includes(CollapsibleSection.ATTRIBUTES)
+  }
+
+  set attributesSectionsCollapsed(collapsed: boolean) {
+    // TODO: refactor to be able to toggle individual sections, if implemented
+    this.settingsService.set(
+      SETTINGS_KEYS.ATTRIBUTES_SECTIONS_COLLAPSED,
+      collapsed ? [CollapsibleSection.ATTRIBUTES] : []
+    )
+    this.settingsService
+      .storeSettings()
+      .pipe(first())
+      .subscribe({
+        error: (error) => {
+          this.toastService.showError(
+            $localize`An error occurred while saving settings.`
+          )
+          console.warn(error)
+        },
+      })
+  }
+
   get aiEnabled(): boolean {
     return this.settingsService.get(SETTINGS_KEYS.AI_ENABLED)
   }

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

@@ -49,17 +49,13 @@
                 [disabled]="disablePrimaryButton(type, item)"
                 (mouseenter)="onButtonHover($event)">
                     @if (type === DataType.Document) {
-                        <i-bs width="1em" height="1em" name="file-earmark-richtext"></i-bs>
-                        <span>&nbsp;<ng-container i18n>Open</ng-container></span>
+                        <i-bs width="1em" height="1em" name="file-earmark-richtext" class="me-1"></i-bs><span><ng-container i18n>Open</ng-container></span>
                     } @else if (type === DataType.SavedView) {
-                        <i-bs width="1em" height="1em" name="eye"></i-bs>
-                        <span>&nbsp;<ng-container i18n>Open</ng-container></span>
+                        <i-bs width="1em" height="1em" name="eye" class="me-1"></i-bs><span><ng-container i18n>Open</ng-container></span>
                     } @else if (type === DataType.Workflow || type === DataType.CustomField || type === DataType.Group || type === DataType.User || type === DataType.MailAccount || type === DataType.MailRule) {
-                        <i-bs width="1em" height="1em" name="pencil"></i-bs>
-                        <span>&nbsp;<ng-container i18n>Open</ng-container></span>
+                        <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><span><ng-container i18n>Open</ng-container></span>
                     } @else {
-                        <i-bs width="1em" height="1em" name="filter"></i-bs>
-                        <span>&nbsp;<ng-container i18n>Filter documents</ng-container></span>
+                        <i-bs width="1em" height="1em" name="filter" class="me-1"></i-bs><span><ng-container i18n>Filter documents</ng-container></span>
                     }
                 </button>
                 @if (type !== DataType.SavedView && type !== DataType.Workflow && type !== DataType.CustomField && type !== DataType.Group && type !== DataType.User && type !== DataType.MailAccount && type !== DataType.MailRule) {
@@ -69,11 +65,9 @@
                     [disabled]="disableSecondaryButton(type, item)"
                     (mouseenter)="onButtonHover($event)">
                         @if (type === DataType.Document) {
-                            <i-bs width="1em" height="1em" name="download"></i-bs>
-                            <span>&nbsp;<ng-container i18n>Download</ng-container></span>
+                            <i-bs width="1em" height="1em" name="download" class="me-1"></i-bs><span><ng-container i18n>Download</ng-container></span>
                         } @else {
-                            <i-bs width="1em" height="1em" name="file-earmark-richtext"></i-bs>
-                            <span>&nbsp;<ng-container i18n>Open</ng-container></span>
+                            <i-bs width="1em" height="1em" name="file-earmark-richtext" class="me-1"></i-bs><span><ng-container i18n>Open</ng-container></span>
                         }
                     </button>
                 }

src-ui/src/app/components/common/custom-field-display/custom-field-display.component.html

@@ -20,7 +20,7 @@
                     @for (docId of value; track docId) {
                       @if (getDocumentTitle(docId)) {
                           <a routerLink="/documents/{{docId}}" class="badge bg-body text-primary" title="View" i18n-title>
-                              <i-bs width="0.9em" height="0.9em" name="file-text"></i-bs>&nbsp;<span>{{ getDocumentTitle(docId) }}</span>
+                              <i-bs width="0.9em" height="0.9em" name="file-text" class="me-1"></i-bs><span>{{ getDocumentTitle(docId) }}</span>
                           </a>
                       }
                     }

src-ui/src/app/components/common/custom-fields-dropdown/custom-fields-dropdown.component.html

@@ -1,7 +1,6 @@
 <div ngbDropdown #fieldDropdown="ngbDropdown" (openChange)="onOpenClose($event)" [popperOptions]="popperOptions">
     <button type="button" class="btn btn-sm btn-outline-primary" id="customFieldsDropdown" [disabled]="disabled" ngbDropdownToggle>
-      <i-bs name="ui-radios"></i-bs>
-      <div class="d-none d-lg-inline">&nbsp;<ng-container i18n>Custom Fields</ng-container></div>
+      <i-bs name="ui-radios"></i-bs><div class="d-none d-lg-inline ms-1"><ng-container i18n>Custom Fields</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="customFieldsDropdown" class="shadow custom-fields-dropdown">
         <div class="list-group list-group-flush" (keydown)="listKeyDown($event)">
@@ -18,7 +17,7 @@
             @if (!filterText?.length || filteredFields.length === 0) {
                 <button class="list-group-item list-group-item-action bg-light" (click)="createField(filterText)" [disabled]="!canCreateFields" #button>
                     <small>
-                        <i-bs width=".9em" height=".9em" name="asterisk"></i-bs>&nbsp;<ng-container i18n>Create new field</ng-container>
+                        <i-bs width=".9em" height=".9em" name="asterisk" class="me-1"></i-bs><ng-container i18n>Create new field</ng-container>
                     </small>
                 </button>
             }

src-ui/src/app/components/common/custom-fields-query-dropdown/custom-fields-query-dropdown.component.html

@@ -1,8 +1,7 @@
 @if (useDropdown) {
   <div class="btn-group w-100" role="group" ngbDropdown #dropdown="ngbDropdown" (openChange)="onOpenChange($event)" [popperOptions]="popperOptions">
     <button class="btn btn-sm btn-outline-primary" id="dropdown_toggle" ngbDropdownToggle [disabled]="disabled">
-      <i-bs name="{{icon}}"></i-bs>
-      <div class="d-none d-sm-inline">&nbsp;{{title}}</div>
+      <i-bs name="{{icon}}"></i-bs><div class="d-none d-sm-inline ms-1">{{title}}</div>
       @if (isActive) {
         <pngx-clearable-badge [selected]="isActive" (cleared)="reset()"></pngx-clearable-badge>
       }

src-ui/src/app/components/common/dates-dropdown/dates-dropdown.component.html

@@ -1,7 +1,6 @@
 <div class="btn-group w-100" ngbDropdown role="group" [popperOptions]="popperOptions" [placement]="placement">
   <button class="btn btn-sm" id="dropdown{{title}}" ngbDropdownToggle [ngClass]="createdDateTo || createdDateFrom ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled">
-    <i-bs width="1em" height="1em" name="calendar-event-fill"></i-bs>
-    <div class="d-none d-sm-inline">&nbsp;{{title}}</div>
+    <i-bs width="1em" height="1em" name="calendar-event-fill"></i-bs><div class="d-none d-sm-inline ms-1">{{title}}</div>
     <pngx-clearable-badge [selected]="isActive" (cleared)="reset()"></pngx-clearable-badge><span class="visually-hidden">selected</span>
   </button>
   <div class="dropdown-menu date-dropdown shadow p-2" ngbDropdownMenu attr.aria-labelledby="dropdown{{title}}">

src-ui/src/app/components/common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component.html

@@ -17,7 +17,7 @@
       @switch (objectForm.get('data_type').value) {
         @case (CustomFieldDataType.Select) {
           <button type="button" class="btn btn-sm btn-primary my-2" (click)="addSelectOption()">
-            <span i18n>Add option</span>&nbsp;<i-bs name="plus-circle"></i-bs>
+            <span i18n>Add option</span><i-bs class="ms-1" name="plus-circle"></i-bs>
           </button>
           <div formArrayName="select_options">
             @for (option of objectForm.controls.extra_data.controls.select_options.controls; track option; let i = $index) {

src-ui/src/app/components/common/edit-dialog/mail-rule-edit-dialog/mail-rule-edit-dialog.component.html

@@ -9,19 +9,24 @@
   </div>
   <div class="modal-body">
     <div class="row">
-      <div class="col-md-4">
+      <div class="col-md-6">
         <pngx-input-text [horizontal]="true" i18n-title title="Name" formControlName="name" [error]="error?.name" autocomplete="off"></pngx-input-text>
       </div>
-      <div class="col-md-3">
+      <div class="col-md-4">
         <pngx-input-select [horizontal]="true" i18n-title title="Account" [items]="accounts" formControlName="account"></pngx-input-select>
       </div>
-      <div class="col-md-3">
-        <pngx-input-number [horizontal]="true" i18n-title title="Order" formControlName="order" [showAdd]="false" [error]="error?.order"></pngx-input-number>
-      </div>
       <div class="col-md-2 pt-2">
         <pngx-input-switch [horizontal]="true" i18n-title title="Enabled" formControlName="enabled"></pngx-input-switch>
       </div>
     </div>
+    <div class="row">
+      <div class="col-md-6">
+        <pngx-input-number [horizontal]="true" i18n-title title="Order" formControlName="order" [showAdd]="false" [error]="error?.order"></pngx-input-number>
+      </div>
+      <div class="col-md-6">
+        <pngx-input-switch [horizontal]="true" i18n-title title="Stop further processing" formControlName="stop_processing" i18n-hint hint="Stop processing further rules if this rule queues any document(s)."></pngx-input-switch>
+      </div>
+    </div>
     <hr class="mt-0"/>
     <div class="row">
       <p class="small" i18n>Paperless will only process mails that match <em>all</em> of the criteria specified below.</p>

src-ui/src/app/components/common/edit-dialog/mail-rule-edit-dialog/mail-rule-edit-dialog.component.ts

@@ -222,6 +222,7 @@ export class MailRuleEditDialogComponent extends EditDialogComponent<MailRule> {
       ),
       assign_correspondent: new FormControl(null),
       assign_owner_from_rule: new FormControl(true),
+      stop_processing: new FormControl(false),
     })
   }
 

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html

@@ -30,7 +30,7 @@
               <div class="d-flex">
                 <p class="p-2" i18n>Trigger Workflow On:</p>
                 <button type="button" class="btn btn-sm btn-outline-primary ms-auto mb-3" (click)="addTrigger()">
-                  <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Add Trigger</ng-container>
+                  <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Add Trigger</ng-container>
                 </button>
               </div>
               <div ngbAccordion [closeOthers]="true">
@@ -72,7 +72,7 @@
               <div class="d-flex">
                 <p class="p-2" i18n>Apply Actions:</p>
                 <button type="button" class="btn btn-sm btn-outline-primary ms-auto mb-3" (click)="addAction()">
-                  <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Add Action</ng-container>
+                  <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Add Action</ng-container>
                 </button>
               </div>
               <div ngbAccordion [closeOthers]="true" cdkDropList (cdkDropListDropped)="onActionDrop($event)">
@@ -187,7 +187,7 @@
                 (click)="addFilter(formGroup)"
                 [disabled]="!canAddFilter(formGroup)"
               >
-                <i-bs name="plus-circle"></i-bs>&nbsp;<span i18n>Add filter</span>
+                <i-bs name="plus-circle" class="me-1"></i-bs><span i18n>Add filter</span>
               </button>
             </div>
             <ul class="mt-2 list-group filters" formArrayName="filters">

src-ui/src/app/components/common/filterable-dropdown/filterable-dropdown.component.html

@@ -1,7 +1,6 @@
 <div class="btn-group w-100" ngbDropdown role="group" (openChange)="dropdownOpenChange($event)" #dropdown="ngbDropdown" (keydown)="listKeyDown($event)" [popperOptions]="popperOptions">
   <button class="btn btn-sm" id="dropdown_{{name}}" ngbDropdownToggle [ngClass]="!editing && selectionModel.selectionSize() > 0 ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled">
-    <i-bs name="{{icon}}"></i-bs>
-    <div class="d-none d-sm-inline">&nbsp;{{title}}</div>
+    <i-bs name="{{icon}}"></i-bs><div class="d-none d-sm-inline ms-1">{{title}}</div>
     @if (!editing && selectionModel.totalCount > 0) {
       <pngx-clearable-badge [number]="selectionModel.totalCount" [selected]="selectionModel.selectionSize() > 0" (cleared)="reset()"></pngx-clearable-badge>
     }

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

@@ -5,7 +5,7 @@
         <label class="form-label" [class.mb-md-0]="horizontal" [for]="inputId">{{title}}</label>
         @if (removable) {
           <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-            <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+            <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
             </button>
           }
         </div>

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

@@ -4,7 +4,7 @@
       <label class="form-label" [class.mb-md-0]="horizontal" [for]="inputId">{{title}}</label>
       @if (removable) {
         <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-          <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+          <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
           </button>
         }
       </div>

src-ui/src/app/components/common/input/document-link/document-link.component.html

@@ -9,7 +9,7 @@
         }
         @if (removable) {
           <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-            <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+            <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
           </button>
         }
       </div>
@@ -44,11 +44,11 @@
         }
         @if (document.title) {
           <a routerLink="/documents/{{document.id}}" class="badge bg-light text-primary" (mousedown)="$event.stopImmediatePropagation();" title="Open link" i18n-title>
-            <i-bs width="0.9em" height="0.9em" name="file-text"></i-bs>&nbsp;<span>{{document.title}}</span>
+            <i-bs width="0.9em" height="0.9em" name="file-text" class="me-1"></i-bs><span>{{document.title}}</span>
           </a>
         } @else {
           <span class="badge bg-light text-muted" (click)="unselect(document)" (mousedown)="$event.stopImmediatePropagation()" type="button" title="Remove link" i18n-title>
-            <i-bs width="0.9em" height="0.9em" name="exclamation-triangle-fill"></i-bs>&nbsp;<span i18n>Not found</span>
+            <i-bs width="0.9em" height="0.9em" name="exclamation-triangle-fill" class="me-1"></i-bs><span i18n>Not found</span>
           </span>
         }
       </div>

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

@@ -5,7 +5,7 @@
         <label class="form-label mb-0" [class.mb-md-0]="horizontal" [for]="inputId">{{title}}</label>
       }
       <button type="button" class="btn btn-sm btn-outline-primary ms-4" (click)="addEntry()">
-        <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Add</ng-container>
+        <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Add</ng-container>
       </button>
     </div>
     <div class="position-relative">

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

@@ -6,7 +6,7 @@
         }
         @if (removable) {
           <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-            <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+            <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
             </button>
           }
         </div>

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

@@ -6,7 +6,7 @@
       }
       @if (removable) {
         <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-          <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+          <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
         </button>
       }
     </div>

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

@@ -6,7 +6,7 @@
       }
       @if (removable) {
         <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-          <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+          <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
           </button>
         }
       </div>

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

@@ -7,7 +7,7 @@
         }
         @if (removable) {
           <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-            <i-bs  name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+            <i-bs  name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
             </button>
         }
       </div>

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

@@ -10,7 +10,7 @@
         </label>
         @if (removable) {
           <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-            <i-bs  name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+            <i-bs  name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
           </button>
         }
       </div>
@@ -22,7 +22,7 @@
           <label class="form-check-label" [class.text-muted]="showUnsetNote && isUnset" [for]="inputId" [ngbTooltip]="showUnsetNote && isUnset ? tipContent: null" placement="end">
             {{title}}
             @if (showUnsetNote && isUnset) {
-              &nbsp;<i-bs width="0.9em" height="0.9em" name="exclamation-triangle"></i-bs>
+              <i-bs class="ms-1" width="0.9em" height="0.9em" name="exclamation-triangle"></i-bs>
             }
           </label>
         }

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

@@ -6,7 +6,7 @@
       }
       @if (removable) {
         <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-          <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+          <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
           </button>
         }
       </div>

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

@@ -6,7 +6,7 @@
       }
       @if (removable) {
         <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-          <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+          <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
           </button>
         }
       </div>

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

@@ -4,7 +4,7 @@
       <label class="form-label" [class.mb-md-0]="horizontal" [for]="inputId">{{title}}</label>
       @if (removable) {
         <button type="button" class="btn btn-sm btn-danger position-absolute left-0" (click)="removed.emit(this)">
-          <i-bs name="x"></i-bs>&nbsp;<ng-container i18n>Remove</ng-container>
+          <i-bs name="x" class="me-1"></i-bs><ng-container i18n>Remove</ng-container>
         </button>
       }
     </div>

src-ui/src/app/components/common/page-header/page-header.component.html

@@ -5,7 +5,7 @@
       @if (id) {
         <span class="badge bg-primary text-primary-text-contrast ms-3 small fs-normal cursor-pointer" (click)="copyID()">
           @if (copied) {
-            <i-bs width="1em" height="1em" name="clipboard-check"></i-bs>&nbsp;<ng-container i18n>Copied!</ng-container>
+            <i-bs width="1em" height="1em" name="clipboard-check" class="me-1"></i-bs><ng-container i18n>Copied!</ng-container>
           } @else {
             ID: {{id}}
           }

src-ui/src/app/components/common/pdf-viewer/pdf-viewer.component.scss

@@ -150,4 +150,8 @@
   position: absolute;
   inset: 0;
   pointer-events: none;
+
+  & .annotationTextContent {
+    opacity: 0;
+  }
 }

src-ui/src/app/components/common/pdf-viewer/pdf-viewer.component.spec.ts

@@ -65,6 +65,13 @@ describe('PngxPdfViewerComponent', () => {
     const pageSpy = jest.fn()
     component.pageChange.subscribe(pageSpy)
 
+    // In real usage the viewer may have multiple pages; our pdfjs mock defaults
+    // to a single page, so explicitly simulate a multi-page document here.
+    const pdf = (component as any).pdf as { numPages: number }
+    pdf.numPages = 3
+    const viewer = (component as any).pdfViewer as PDFViewer
+    viewer.setDocument(pdf)
+
     component.zoomScale = PdfZoomScale.PageFit
     component.zoom = PdfZoomLevel.Two
     component.rotation = 90
@@ -81,7 +88,6 @@ describe('PngxPdfViewerComponent', () => {
       page: new SimpleChange(undefined, 2, false),
     })
 
-    const viewer = (component as any).pdfViewer as PDFViewer
     expect(viewer.pagesRotation).toBe(90)
     expect(viewer.currentPageNumber).toBe(2)
     expect(pageSpy).toHaveBeenCalledWith(2)
@@ -196,6 +202,8 @@ describe('PngxPdfViewerComponent', () => {
     const scaleSpy = jest.spyOn(component as any, 'applyViewerState')
     const resizeSpy = jest.spyOn(component as any, 'setupResizeObserver')
 
+    // Angular sets the input value before calling ngOnChanges; mirror that here.
+    component.src = 'test.pdf'
     component.ngOnChanges({
       src: new SimpleChange(undefined, 'test.pdf', true),
       zoomScale: new SimpleChange(
@@ -211,6 +219,25 @@ describe('PngxPdfViewerComponent', () => {
     expect(scaleSpy).not.toHaveBeenCalled()
   })
 
+  it('resets viewer state on src change', () => {
+    const mockViewer = {
+      setDocument: jest.fn(),
+      currentPageNumber: 7,
+      cleanup: jest.fn(),
+    }
+    ;(component as any).pdfViewer = mockViewer
+    ;(component as any).loadingTask = { destroy: jest.fn() }
+    jest.spyOn(component as any, 'loadDocument').mockImplementation(() => {})
+
+    component.src = 'test.pdf'
+    component.ngOnChanges({
+      src: new SimpleChange(undefined, 'test.pdf', true),
+    })
+
+    expect(mockViewer.setDocument).toHaveBeenCalledWith(null)
+    expect(mockViewer.currentPageNumber).toBe(1)
+  })
+
   it('applies viewer state after view init when already loaded', () => {
     const applySpy = jest.spyOn(component as any, 'applyViewerState')
     ;(component as any).hasLoaded = true

src-ui/src/app/components/common/pdf-viewer/pdf-viewer.component.ts

@@ -81,7 +81,7 @@ export class PngxPdfViewerComponent
     this.dispatchFindIfReady()
     this.rendered.emit()
   }
-  private readonly onPagesInit = () => this.applyScale()
+  private readonly onPagesInit = () => this.applyViewerState()
   private readonly onPageChanging = (evt: { pageNumber: number }) => {
     // Avoid [(page)] two-way binding re-triggers navigation
     this.lastViewerPage = evt.pageNumber
@@ -90,8 +90,10 @@ export class PngxPdfViewerComponent
 
   ngOnChanges(changes: SimpleChanges): void {
     if (changes['src']) {
-      this.hasLoaded = false
-      this.loadDocument()
+      this.resetViewerState()
+      if (this.src) {
+        this.loadDocument()
+      }
       return
     }
 
@@ -139,6 +141,21 @@ export class PngxPdfViewerComponent
     this.pdfViewer = undefined
   }
 
+  private resetViewerState(): void {
+    this.hasLoaded = false
+    this.hasRenderedPage = false
+    this.lastFindQuery = ''
+    this.lastViewerPage = undefined
+    this.loadingTask?.destroy()
+    this.loadingTask = undefined
+    this.pdf = undefined
+    this.linkService.setDocument(null)
+    if (this.pdfViewer) {
+      this.pdfViewer.setDocument(null)
+      this.pdfViewer.currentPageNumber = 1
+    }
+  }
+
   private async loadDocument(): Promise<void> {
     if (this.hasLoaded) {
       return
@@ -222,7 +239,11 @@ export class PngxPdfViewerComponent
       hasPages &&
       this.page !== this.lastViewerPage
     ) {
-      this.pdfViewer.currentPageNumber = this.page
+      const nextPage = Math.min(
+        Math.max(Math.trunc(this.page), 1),
+        this.pdfViewer.pagesCount
+      )
+      this.pdfViewer.currentPageNumber = nextPage
     }
     if (this.page === this.lastViewerPage) {
       this.lastViewerPage = undefined

src-ui/src/app/components/common/permissions-filter-dropdown/permissions-filter-dropdown.component.html

@@ -1,7 +1,6 @@
 <div class="btn-group w-100" ngbDropdown role="group">
   <button class="btn btn-sm" id="dropdown{{title}}" ngbDropdownToggle [ngClass]="isActive ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled">
-    <i-bs name="person-fill-lock"></i-bs>
-    <div class="d-none d-sm-inline">&nbsp;{{title}}</div>
+    <i-bs name="person-fill-lock"></i-bs><div class="d-none d-sm-inline ms-1">{{title}}</div>
     <pngx-clearable-badge [selected]="isActive" (cleared)="reset()"></pngx-clearable-badge><span class="visually-hidden">selected</span>
   </button>
   <div class="dropdown-menu permission-filter-dropdown shadow py-0 w-2" ngbDropdownMenu attr.aria-labelledby="dropdown{{title}}">

src-ui/src/app/components/common/profile-edit-dialog/profile-edit-dialog.component.html

@@ -90,7 +90,7 @@
             <div class="list-group">
               @for (provider of socialAccountProviders; track provider.name) {
                 <a class="list-group-item list-group-item-action text-primary d-flex align-items-center" href="{{ provider.login_url }}" rel="noopener noreferrer">
-                  {{provider.name}}&nbsp;<i-bs class="pb-1 ps-1" name="box-arrow-up-right"></i-bs>
+                  {{provider.name}}<i-bs class="pb-1 ms-2" name="box-arrow-up-right"></i-bs>
                 </a>
               }
             </div>
@@ -139,7 +139,7 @@
           <label class="d-block mb-2" i18n>Two-factor Authentication</label>
           @if (recoveryCodes) {
             <div class="alert alert-warning" role="alert">
-              <i-bs name="exclamation-triangle"></i-bs>&nbsp;<ng-container i18n>Recovery codes will not be shown again, make sure to save them.</ng-container>
+              <i-bs name="exclamation-triangle" class="me-1"></i-bs><ng-container i18n>Recovery codes will not be shown again, make sure to save them.</ng-container>
             </div>
             <div class="d-flex flex-row align-items-start mb-3">
               <ul class="list-group w-50">
@@ -156,12 +156,10 @@
               </ul>
               <button type="button" class="btn btn-sm btn-outline-secondary ms-2" (click)="copyRecoveryCodes()" i18n-title title="Copy">
                 @if (!codesCopied) {
-                  <i-bs width="1em" height="1em" name="clipboard-fill"></i-bs>
-                  &nbsp;<span i18n>Copy codes</span>
+                  <i-bs width="1em" height="1em" name="clipboard-fill" class="me-1"></i-bs><span i18n>Copy codes</span>
                 }
                 @if (codesCopied) {
-                  <i-bs width="1em" height="1em" name="clipboard-check-fill" class="text-primary"></i-bs>
-                  &nbsp;<span class="text-primary" i18n>Copied!</span>
+                  <i-bs width="1em" height="1em" name="clipboard-check-fill" class="text-primary me-1"></i-bs><span class="text-primary" i18n>Copied!</span>
                 }
               </button>
             </div>

src-ui/src/app/components/common/system-status-dialog/system-status-dialog.component.html

@@ -173,7 +173,7 @@
                     <div class="spinner-border spinner-border-sm ms-2" role="status"></div>
                   } @else {
                     <button class="btn btn-sm d-flex align-items-center btn-dark small ms-2" (click)="runTask(PaperlessTaskName.IndexOptimize)">
-                      <i-bs name="play-fill"></i-bs>&nbsp;
+                      <i-bs name="play-fill" class="me-1"></i-bs>
                       <ng-container i18n>Run Task</ng-container>
                     </button>
                   }
@@ -207,7 +207,7 @@
                     <div class="spinner-border spinner-border-sm ms-2" role="status"></div>
                   } @else {
                     <button class="btn btn-sm d-flex align-items-center btn-dark small ms-2" (click)="runTask(PaperlessTaskName.TrainClassifier)">
-                      <i-bs name="play-fill"></i-bs>&nbsp;
+                      <i-bs name="play-fill" class="me-1"></i-bs>
                       <ng-container i18n>Run Task</ng-container>
                     </button>
                   }
@@ -241,7 +241,7 @@
                     <div class="spinner-border spinner-border-sm ms-2" role="status"></div>
                   } @else {
                     <button class="btn btn-sm d-flex align-items-center btn-dark small ms-2" (click)="runTask(PaperlessTaskName.SanityCheck)">
-                      <i-bs name="play-fill"></i-bs>&nbsp;
+                      <i-bs name="play-fill" class="me-1"></i-bs>
                       <ng-container i18n>Run Task</ng-container>
                     </button>
                   }
@@ -289,7 +289,7 @@
                       <div class="spinner-border spinner-border-sm ms-2" role="status"></div>
                     } @else {
                       <button class="btn btn-sm d-flex align-items-center btn-dark small ms-2" (click)="runTask(PaperlessTaskName.LLMIndexUpdate)">
-                        <i-bs name="play-fill"></i-bs>&nbsp;
+                        <i-bs name="play-fill" class="me-1"></i-bs>
                         <ng-container i18n>Run Task</ng-container>
                       </button>
                     }
@@ -313,10 +313,10 @@
 <div class="modal-footer">
   <button class="btn btn-sm d-flex align-items-center btn-dark btn btn-sm d-flex align-items-center btn-dark btn-outline-secondary" (click)="copy()">
     @if (!copied) {
-      <i-bs name="clipboard-fill"></i-bs>&nbsp;
+      <i-bs name="clipboard-fill" class="me-1"></i-bs>
     }
     @if (copied) {
-      <i-bs name="clipboard-check-fill"></i-bs>&nbsp;
+      <i-bs name="clipboard-check-fill" class="me-1"></i-bs>
     }
     <ng-container i18n>Copy</ng-container>
   </button>

src-ui/src/app/components/common/toast/toast.component.html

@@ -35,10 +35,10 @@
                     <div class="col offset-sm-3">
                     <button class="btn btn-sm btn-outline-secondary" (click)="copyError(toast.error)">
                         @if (!copied) {
-                        <i-bs name="clipboard"></i-bs>&nbsp;
+                        <i-bs name="clipboard" class="me-1"></i-bs>
                         }
                         @if (copied) {
-                        <i-bs name="clipboard-check"></i-bs>&nbsp;
+                        <i-bs name="clipboard-check" class="me-1"></i-bs>
                         }
                         <ng-container i18n>Copy Raw Error</ng-container>
                     </button>

src-ui/src/app/components/dashboard/widgets/upload-file-widget/upload-file-widget.component.html

@@ -2,7 +2,7 @@
   <div content tourAnchor="tour.upload-widget">
     <form class="justify-content-center d-flex flex-column align-items-center">
       <button type="button" class="btn btn-outline-dark bg-light shadow-sm w-100 h-100 pt-3 pb-3" (click)="fileUpload.click()">
-        <i-bs class="text-primary" name="plus-circle"></i-bs>&nbsp;
+        <i-bs class="text-primary me-1" name="plus-circle"></i-bs>
         <span class="text-primary" i18n>Upload documents</span>
         <div class="text-muted smaller fst-italic" i18n>or drop files anywhere</div>
       </button>

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

@@ -46,29 +46,28 @@
 
   <div class="ms-auto" ngbDropdown>
     <button class="btn btn-sm btn-outline-primary" id="actionsDropdown" ngbDropdownToggle>
-      <i-bs name="three-dots"></i-bs>
-      <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Actions</ng-container></div>
+      <i-bs name="three-dots"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Actions</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="actionsDropdown" class="shadow">
       <button ngbDropdownItem (click)="reprocess()" [disabled]="!userCanEdit || !userIsOwner">
-        <i-bs width="1em" height="1em" name="arrow-counterclockwise"></i-bs>&nbsp;<span i18n>Reprocess</span>
+        <i-bs width="1em" height="1em" name="arrow-counterclockwise" class="me-1"></i-bs><span i18n>Reprocess</span>
       </button>
 
       <button ngbDropdownItem (click)="printDocument()" [hidden]="useNativePdfViewer || isMobile">
-        <i-bs width="1em" height="1em" name="printer"></i-bs>&nbsp;<span i18n>Print</span>
+        <i-bs width="1em" height="1em" name="printer" class="me-1"></i-bs><span i18n>Print</span>
       </button>
 
       <button ngbDropdownItem (click)="moreLike()">
-        <i-bs width="1em" height="1em" name="diagram-3"></i-bs>&nbsp;<span i18n>More like this</span>
+        <i-bs width="1em" height="1em" name="diagram-3" class="me-1"></i-bs><span i18n>More like this</span>
       </button>
 
       <button ngbDropdownItem (click)="editPdf()" [disabled]="!userIsOwner || !userCanEdit || originalContentRenderType !== ContentRenderType.PDF">
-        <i-bs name="pencil"></i-bs>&nbsp;<ng-container i18n>PDF Editor</ng-container>
+        <i-bs name="pencil" class="me-1"></i-bs><ng-container i18n>PDF Editor</ng-container>
       </button>
 
       @if (userIsOwner && (requiresPassword || password)) {
         <button ngbDropdownItem (click)="removePassword()" [disabled]="!password">
-          <i-bs name="unlock"></i-bs>&nbsp;<ng-container i18n>Remove Password</ng-container>
+          <i-bs name="unlock" class="me-1"></i-bs><ng-container i18n>Remove Password</ng-container>
         </button>
       }
     </div>
@@ -76,16 +75,15 @@
 
   <div class="ms-auto" ngbDropdown>
     <button class="btn btn-sm btn-outline-primary" id="sendDropdown" ngbDropdownToggle>
-      <i-bs name="send"></i-bs>
-      <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Send</ng-container></div>
+      <i-bs name="send"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Send</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="actionsDropdown" class="shadow">
       <button ngbDropdownItem (click)="openShareLinks()" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.ShareLink }">
-        <i-bs name="link"></i-bs>&nbsp;<span i18n>Share Links</span>
+        <i-bs name="link" class="me-1"></i-bs><span i18n>Share Links</span>
       </button>
       @if (emailEnabled) {
         <button ngbDropdownItem (click)="openEmailDocument()">
-          <i-bs name="envelope"></i-bs>&nbsp;<span i18n>Email</span>
+          <i-bs name="envelope" class="me-1"></i-bs><span i18n>Email</span>
         </button>
       }
     </div>
@@ -457,7 +455,7 @@
         @if (!useNativePdfViewer) {
           <div class="preview-sticky pdf-viewer-container">
             <pngx-pdf-viewer
-              [src]="{ url: previewUrl, password: password }"
+              [src]="pdfSource"
               [renderMode]="PdfRenderMode.All"
               [(page)]="previewCurrentPage"
               [zoomScale]="previewZoomScale"

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

@@ -110,6 +110,7 @@ import { PDFEditorComponent } from '../common/pdf-editor/pdf-editor.component'
 import { PngxPdfViewerComponent } from '../common/pdf-viewer/pdf-viewer.component'
 import {
   PdfRenderMode,
+  PdfSource,
   PdfZoomLevel,
   PdfZoomScale,
   PngxPdfDocumentProxy,
@@ -227,6 +228,7 @@ export class DocumentDetailComponent
   title: string
   titleSubject: Subject<string> = new Subject()
   previewUrl: string
+  pdfSource?: PdfSource
   thumbUrl: string
   previewText: string
   previewLoaded: boolean = false
@@ -345,6 +347,17 @@ export class DocumentDetailComponent
     return ContentRenderType.Other
   }
 
+  private updatePdfSource() {
+    if (!this.previewUrl) {
+      this.pdfSource = undefined
+      return
+    }
+    this.pdfSource = {
+      url: this.previewUrl,
+      password: this.password || undefined,
+    }
+  }
+
   get isRTL() {
     if (!this.metadata || !this.metadata.lang) return false
     else {
@@ -421,6 +434,7 @@ export class DocumentDetailComponent
 
   private loadDocument(documentId: number): void {
     this.previewUrl = this.documentsService.getPreviewUrl(documentId)
+    this.updatePdfSource()
     this.http
       .get(this.previewUrl, { responseType: 'text' })
       .pipe(
@@ -1230,6 +1244,7 @@ export class DocumentDetailComponent
   onPasswordKeyUp(event: KeyboardEvent) {
     if ('Enter' == event.key) {
       this.password = (event.target as HTMLInputElement).value
+      this.updatePdfSource()
     }
   }
 

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.html

@@ -75,7 +75,7 @@
     }
     <div class="btn-group">
       <button type="button" class="btn btn-sm btn-outline-primary me-2" (click)="setPermissions()" [disabled]="!userOwnsAll || !userCanEditAll">
-        <i-bs name="person-fill-lock"></i-bs><div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Permissions</ng-container></div>
+        <i-bs name="person-fill-lock"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Permissions</ng-container></div>
       </button>
     </div>
   </div>
@@ -83,18 +83,17 @@
     <div class="btn-toolbar">
       <div ngbDropdown>
         <button class="btn btn-sm btn-outline-primary" id="dropdownSelect" [disabled]="!userCanEdit && !userCanAdd" ngbDropdownToggle>
-          <i-bs name="three-dots"></i-bs>
-          <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Actions</ng-container></div>
+          <i-bs name="three-dots"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Actions</ng-container></div>
         </button>
         <div ngbDropdownMenu aria-labelledby="dropdownSelect" class="shadow">
           <button ngbDropdownItem (click)="reprocessSelected()" [disabled]="!userCanEditAll && !userCanEditAll">
-            <i-bs name="body-text"></i-bs>&nbsp;<ng-container i18n>Reprocess</ng-container>
+            <i-bs name="body-text" class="me-1"></i-bs><ng-container i18n>Reprocess</ng-container>
           </button>
           <button ngbDropdownItem (click)="rotateSelected()" [disabled]="!userOwnsAll && !userCanEditAll">
-            <i-bs name="arrow-clockwise"></i-bs>&nbsp;<ng-container i18n>Rotate</ng-container>
+            <i-bs name="arrow-clockwise" class="me-1"></i-bs><ng-container i18n>Rotate</ng-container>
           </button>
           <button ngbDropdownItem (click)="mergeSelected()" [disabled]="!userCanAdd || list.selected.size < 2">
-            <i-bs name="journals"></i-bs>&nbsp;<ng-container i18n>Merge</ng-container>
+            <i-bs name="journals" class="me-1"></i-bs><ng-container i18n>Merge</ng-container>
           </button>
         </div>
       </div>
@@ -106,22 +105,20 @@
         ngbDropdownToggle
         [disabled]="disabled || list.selected.size === 0"
       >
-        <i-bs name="send"></i-bs>
-        <div class="d-none d-sm-inline">
-          &nbsp;<ng-container i18n>Send</ng-container>
+        <i-bs name="send"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Send</ng-container>
         </div>
       </button>
       <div ngbDropdownMenu aria-labelledby="dropdownSend" class="shadow">
         <button ngbDropdownItem (click)="createShareLinkBundle()">
-          <i-bs name="link"></i-bs>&nbsp;<ng-container i18n>Create a share link bundle</ng-container>
+          <i-bs name="link" class="me-1"></i-bs><ng-container i18n>Create a share link bundle</ng-container>
         </button>
         <button ngbDropdownItem (click)="manageShareLinkBundles()">
-          <i-bs name="list-ul"></i-bs>&nbsp;<ng-container i18n>Manage share link bundles</ng-container>
+          <i-bs name="list-ul" class="me-1"></i-bs><ng-container i18n>Manage share link bundles</ng-container>
         </button>
         <div class="dropdown-divider"></div>
         @if (emailEnabled) {
           <button ngbDropdownItem (click)="emailSelected()">
-            <i-bs name="envelope"></i-bs>&nbsp;<ng-container i18n>Email</ng-container>
+            <i-bs name="envelope" class="me-1"></i-bs><ng-container i18n>Email</ng-container>
           </button>
         }
       </div>
@@ -136,7 +133,7 @@
             <span class="visually-hidden">Preparing download...</span>
           </div>
         }
-        <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Download</ng-container></div>
+        <div class="d-none d-sm-inline ms-1"><ng-container i18n>Download</ng-container></div>
       </button>
       <div ngbDropdown class="me-2 d-flex btn-group" role="group">
         <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle-split rounded-end" ngbDropdownToggle></button>
@@ -164,7 +161,7 @@
 
     <div class="btn-group btn-group-sm">
       <button type="button" class="btn btn-sm btn-outline-danger" (click)="applyDelete()" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }" [disabled]="!userOwnsAll">
-        <i-bs name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
+        <i-bs name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
       </button>
     </div>
   </div>

src-ui/src/app/components/document-list/document-card-large/document-card-large.component.html

@@ -66,16 +66,16 @@
           <div class="btn-group">
             @if (document) {
               <a class="btn btn-sm btn-outline-secondary" (click)="clickMoreLike.emit()">
-                <i-bs name="diagram-3"></i-bs>&nbsp;<span class="d-none d-md-inline" i18n>More like this</span>
+                <i-bs name="diagram-3" class="me-1"></i-bs><span class="d-none d-md-inline" i18n>More like this</span>
               </a>
               <a routerLink="/documents/{{document.id}}" class="btn btn-sm btn-outline-secondary" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.Document }">
-                <i-bs name="file-earmark-richtext"></i-bs>&nbsp;<span class="d-none d-md-inline" i18n>Open</span>
+                <i-bs name="file-earmark-richtext" class="me-1"></i-bs><span class="d-none d-md-inline" i18n>Open</span>
               </a>
               <pngx-preview-popup [document]="document" #popupPreview>
-                <i-bs name="eye"></i-bs>&nbsp;<span class="d-none d-md-inline" i18n>View</span>
+                <i-bs name="eye" class="me-1"></i-bs><span class="d-none d-md-inline" i18n>View</span>
               </pngx-preview-popup>
               <a class="btn btn-sm btn-outline-secondary" [href]="getDownloadUrl()">
-                <i-bs name="download"></i-bs>&nbsp;<span class="d-none d-md-inline" i18n>Download</span>
+                <i-bs name="download" class="me-1"></i-bs><span class="d-none d-md-inline" i18n>Download</span>
               </a>
             } @else {
               <div class="placeholder btn btn-sm btn-outline-secondary bg-secondary" style="width: 60px;">&nbsp;</div>

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

@@ -1,8 +1,7 @@
 <pngx-page-header [title]="getTitle()">
   <div ngbDropdown class="btn-group flex-fill d-sm-none">
     <button class="btn btn-sm btn-outline-primary" id="dropdownSelectMobile" ngbDropdownToggle>
-      <i-bs name="text-indent-left"></i-bs>
-      <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Select</ng-container></div>
+      <i-bs name="text-indent-left"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Select</ng-container></div>
       @if (list.selected.size > 0) {
         <pngx-clearable-badge [selected]="list.selected.size > 0" [number]="list.selected.size" (cleared)="list.selectNone()"></pngx-clearable-badge><span class="visually-hidden">selected</span>
       }
@@ -20,21 +19,20 @@
     <div class="btn-group btn-group-sm flex-nowrap">
       @if (list.selected.size > 0) {
         <button class="btn btn-sm btn-outline-secondary" (click)="list.selectNone()">
-          <i-bs name="slash-circle"></i-bs>&nbsp;<ng-container i18n>None</ng-container>
+          <i-bs name="slash-circle" class="me-1"></i-bs><ng-container i18n>None</ng-container>
         </button>
       }
       <button class="btn btn-sm btn-outline-primary" (click)="list.selectPage()">
-        <i-bs name="file-earmark-check"></i-bs>&nbsp;<ng-container i18n>Page</ng-container>
+        <i-bs name="file-earmark-check" class="me-1"></i-bs><ng-container i18n>Page</ng-container>
       </button>
       <button class="btn btn-sm btn-outline-primary" (click)="list.selectAll()">
-        <i-bs name="check-all"></i-bs>&nbsp;<ng-container i18n>All</ng-container>
+        <i-bs name="check-all" class="me-1"></i-bs><ng-container i18n>All</ng-container>
       </button>
     </div>
   </div>
   <div ngbDropdown class="btn-group flex-fill">
     <button class="btn btn-sm btn-outline-primary" id="dropdownDisplayFields" ngbDropdownToggle>
-      <i-bs name="card-heading"></i-bs>
-      <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Show</ng-container></div>
+      <i-bs name="card-heading"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Show</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="dropdownDisplayFields" class="shadow">
       <div class="px-3">
@@ -64,8 +62,7 @@
 
   <div ngbDropdown class="btn-group flex-fill">
     <button class="btn btn-outline-primary btn-sm" id="dropdownBasic1" ngbDropdownToggle>
-      <i-bs name="arrow-down-up"></i-bs>
-      <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Sort</ng-container></div>
+      <i-bs name="arrow-down-up"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Sort</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="dropdownBasic1" class="shadow dropdown-menu-right">
       <div class="w-100 d-flex pb-2 mb-1 border-bottom">
@@ -90,8 +87,7 @@
 
   <div class="btn-group flex-fill" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.SavedView }" ngbDropdown role="group">
     <button class="btn btn-sm btn-outline-primary dropdown-toggle flex-fill" tourAnchor="tour.documents-views" ngbDropdownToggle>
-      <i-bs class="me-1" name="window-stack"></i-bs>
-      <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Views</ng-container></div>
+      <i-bs name="window-stack"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Views</ng-container></div>
       @if (savedViewIsModified) {
         <div class="position-absolute top-0 start-100 p-2 translate-middle badge bg-secondary border border-light rounded-circle">
           <span class="visually-hidden">selected</span>

src-ui/src/app/components/manage/document-attributes/custom-fields/custom-fields.component.html

@@ -1,15 +1,3 @@
-<pngx-page-header
-  title="Custom Fields"
-  i18n-title
-  info="Customize the data fields that can be attached to documents."
-  i18n-info
-  infoLink="usage/#custom-fields"
-  >
-  <button type="button" class="btn btn-sm btn-outline-primary" (click)="editField()" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.CustomField }">
-    <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Add Field</ng-container>
-  </button>
-</pngx-page-header>
-
 <ul class="list-group">
 
   <li class="list-group-item">
@@ -55,10 +43,10 @@
           </div>
           <div class="btn-group d-none d-sm-inline-block">
             <button *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.CustomField }" class="btn btn-sm btn-outline-secondary" type="button" (click)="editField(field)">
-              <i-bs width="1em" height="1em" name="pencil"></i-bs>&nbsp;<ng-container i18n>Edit</ng-container>
+              <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><ng-container i18n>Edit</ng-container>
             </button>
             <button *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.CustomField }" class="btn btn-sm btn-outline-danger" type="button" (click)="deleteField(field)">
-              <i-bs width="1em" height="1em" name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
+              <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
             </button>
           </div>
           @if (field.document_count > 0) {
@@ -67,7 +55,7 @@
                 class="btn btn-sm btn-outline-secondary"
                 [routerLink]="getDocumentFilterUrl(field)"
               >
-                <i-bs width="1em" height="1em" name="filter"></i-bs>&nbsp;<ng-container i18n>Documents</ng-container
+                <i-bs width="1em" height="1em" name="filter" class="me-1"></i-bs><ng-container i18n>Documents</ng-container
                 ><span class="badge bg-light text-secondary ms-2">{{ field.document_count }}</span>
               </a>
             </div>

src-ui/src/app/components/manage/document-attributes/custom-fields/custom-fields.component.spec.ts

@@ -26,9 +26,9 @@ import { PermissionsService } from 'src/app/services/permissions.service'
 import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
-import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
-import { CustomFieldEditDialogComponent } from '../../common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
+import { ConfirmDialogComponent } from '../../../common/confirm-dialog/confirm-dialog.component'
+import { CustomFieldEditDialogComponent } from '../../../common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
+import { PageHeaderComponent } from '../../../common/page-header/page-header.component'
 import { CustomFieldsComponent } from './custom-fields.component'
 
 const fields: CustomField[] = [
@@ -110,10 +110,7 @@ describe('CustomFieldsComponent', () => {
     const toastInfoSpy = jest.spyOn(toastService, 'showInfo')
     const reloadSpy = jest.spyOn(component, 'reload')
 
-    const createButton = fixture.debugElement
-      .queryAll(By.css('button'))
-      .find((btn) => btn.nativeElement.textContent.trim().includes('Add Field'))
-    createButton.triggerEventHandler('click')
+    component.editField()
 
     expect(modal).not.toBeUndefined()
     const editDialog = modal.componentInstance as CustomFieldEditDialogComponent

src-ui/src/app/components/manage/document-attributes/custom-fields/custom-fields.component.ts

@@ -7,6 +7,10 @@ import {
 } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { delay, takeUntil, tap } from 'rxjs'
+import { ConfirmDialogComponent } from 'src/app/components/common/confirm-dialog/confirm-dialog.component'
+import { CustomFieldEditDialogComponent } from 'src/app/components/common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
+import { EditDialogMode } from 'src/app/components/common/edit-dialog/edit-dialog.component'
+import { LoadingComponentWithPermissions } from 'src/app/components/loading-component/loading.component'
 import { CustomField, DATA_TYPE_LABELS } from 'src/app/data/custom-field'
 import {
   CustomFieldQueryLogicalOperator,
@@ -21,18 +25,12 @@ import { DocumentService } from 'src/app/services/rest/document.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
-import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
-import { CustomFieldEditDialogComponent } from '../../common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
-import { EditDialogMode } from '../../common/edit-dialog/edit-dialog.component'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
-import { LoadingComponentWithPermissions } from '../../loading-component/loading.component'
 
 @Component({
   selector: 'pngx-custom-fields',
   templateUrl: './custom-fields.component.html',
   styleUrls: ['./custom-fields.component.scss'],
   imports: [
-    PageHeaderComponent,
     IfPermissionsDirective,
     NgbDropdownModule,
     NgbPaginationModule,
@@ -44,14 +42,14 @@ export class CustomFieldsComponent
   extends LoadingComponentWithPermissions
   implements OnInit
 {
-  private customFieldsService = inject(CustomFieldsService)
-  permissionsService = inject(PermissionsService)
-  private modalService = inject(NgbModal)
-  private toastService = inject(ToastService)
-  private documentListViewService = inject(DocumentListViewService)
-  private settingsService = inject(SettingsService)
-  private documentService = inject(DocumentService)
-  private savedViewService = inject(SavedViewService)
+  private readonly customFieldsService = inject(CustomFieldsService)
+  public readonly permissionsService = inject(PermissionsService)
+  private readonly modalService = inject(NgbModal)
+  private readonly toastService = inject(ToastService)
+  private readonly documentListViewService = inject(DocumentListViewService)
+  private readonly settingsService = inject(SettingsService)
+  private readonly documentService = inject(DocumentService)
+  private readonly savedViewService = inject(SavedViewService)
 
   public fields: CustomField[] = []
 

src-ui/src/app/components/manage/document-attributes/document-attributes.component.html

@@ -0,0 +1,77 @@
+<pngx-page-header
+  [title]="activeTabLabel"
+  info="Manage tags, correspondents, document types, storage paths, and custom fields."
+  i18n-info
+  [infoLink]="activeInfoLink"
+  [loading]="activeHeaderLoading"
+  >
+  @if (activeManagementList) {
+    <div ngbDropdown class="btn-group flex-fill d-sm-none">
+      <button class="btn btn-sm btn-outline-primary" id="dropdownSelectMobile" ngbDropdownToggle>
+        <i-bs name="text-indent-left"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Select</ng-container></div>
+        @if (activeManagementList.selectedObjects.size > 0) {
+          <pngx-clearable-badge [selected]="activeManagementList.selectedObjects.size > 0" [number]="activeManagementList.selectedObjects.size" (cleared)="activeManagementList.selectNone()"></pngx-clearable-badge><span class="visually-hidden">selected</span>
+        }
+      </button>
+      <div ngbDropdownMenu aria-labelledby="dropdownSelectMobile" class="shadow">
+        <button ngbDropdownItem (click)="activeManagementList.selectNone()" i18n>Select none</button>
+        <button ngbDropdownItem (click)="activeManagementList.selectPage(true)" i18n>Select page</button>
+        <button ngbDropdownItem (click)="activeManagementList.selectAll()" i18n>Select all</button>
+      </div>
+    </div>
+
+    <div class="d-none d-sm-flex flex-fill me-3">
+      <div class="input-group input-group-sm">
+        <span class="input-group-text border-0" i18n>Select:</span>
+      </div>
+      <div class="btn-group btn-group-sm flex-nowrap">
+        @if (activeManagementList.selectedObjects.size > 0) {
+          <button class="btn btn-sm btn-outline-secondary" (click)="activeManagementList.selectNone()">
+            <i-bs name="slash-circle" class="me-1"></i-bs><ng-container i18n>None</ng-container>
+          </button>
+        }
+        <button class="btn btn-sm btn-outline-primary" (click)="activeManagementList.selectPage(true)">
+          <i-bs name="file-earmark-check" class="me-1"></i-bs><ng-container i18n>Page</ng-container>
+        </button>
+        <button class="btn btn-sm btn-outline-primary" (click)="activeManagementList.selectAll()">
+          <i-bs name="check-all" class="me-1"></i-bs><ng-container i18n>All</ng-container>
+        </button>
+      </div>
+    </div>
+
+    <button type="button" class="btn btn-sm btn-outline-primary" (click)="activeManagementList.setPermissions()"
+      [disabled]="!activeManagementList.userCanBulkEdit(PermissionAction.Change) || activeManagementList.selectedObjects.size === 0">
+      <i-bs name="person-fill-lock" class="me-1"></i-bs><ng-container i18n>Permissions</ng-container>
+    </button>
+    <button type="button" class="btn btn-sm btn-outline-danger" (click)="activeManagementList.delete()"
+      [disabled]="!activeManagementList.userCanBulkEdit(PermissionAction.Delete) || activeManagementList.selectedObjects.size === 0">
+      <i-bs name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
+    </button>
+    <button type="button" class="btn btn-sm btn-outline-primary ms-md-5" (click)="activeManagementList.openCreateDialog()"
+      *pngxIfPermissions="{ action: PermissionAction.Add, type: activeManagementList.permissionType }">
+      <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Create</ng-container>
+    </button>
+  } @else if (activeCustomFields) {
+    <button type="button" class="btn btn-sm btn-outline-primary" (click)="activeCustomFields.editField()"
+      *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.CustomField }">
+      <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Add Field</ng-container>
+    </button>
+  }
+</pngx-page-header>
+
+<ul ngbNav #nav="ngbNav" (navChange)="onNavChange($event)" [(activeId)]="activeNavID" class="nav-underline">
+  @for (section of visibleSections; track section.id) {
+    <li [ngbNavItem]="section.id">
+      <a ngbNavLink >
+        <i-bs class="me-2" [name]="section.icon"></i-bs>{{ section.label }}
+      </a>
+    </li>
+  }
+</ul>
+
+<div class="my-3 shadow-sm">
+  <ng-container
+    [ngComponentOutlet]="activeSection?.component"
+    #activeOutlet="ngComponentOutlet"
+  ></ng-container>
+</div>

src-ui/src/app/components/manage/document-attributes/document-attributes.component.spec.ts

@@ -0,0 +1,189 @@
+import { Component } from '@angular/core'
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import {
+  ActivatedRoute,
+  convertToParamMap,
+  ParamMap,
+  Router,
+} from '@angular/router'
+import { RouterTestingModule } from '@angular/router/testing'
+import { allIcons, NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { Subject } from 'rxjs'
+import {
+  PermissionAction,
+  PermissionsService,
+  PermissionType,
+} from 'src/app/services/permissions.service'
+import {
+  DocumentAttributesComponent,
+  DocumentAttributesSectionKind,
+} from './document-attributes.component'
+
+@Component({
+  selector: 'pngx-dummy-section',
+  template: '',
+  standalone: true,
+})
+class DummySectionComponent {}
+
+describe('DocumentAttributesComponent', () => {
+  let component: DocumentAttributesComponent
+  let fixture: ComponentFixture<DocumentAttributesComponent>
+  let router: Router
+  let paramMapSubject: Subject<ParamMap>
+  let permissionsService: PermissionsService
+
+  beforeEach(async () => {
+    paramMapSubject = new Subject<ParamMap>()
+
+    TestBed.configureTestingModule({
+      imports: [
+        RouterTestingModule,
+        NgxBootstrapIconsModule.pick(allIcons),
+        DocumentAttributesComponent,
+        DummySectionComponent,
+      ],
+      providers: [
+        {
+          provide: ActivatedRoute,
+          useValue: {
+            paramMap: paramMapSubject.asObservable(),
+          },
+        },
+        {
+          provide: PermissionsService,
+          useValue: {
+            currentUserCan: jest.fn(),
+          },
+        },
+      ],
+    }).compileComponents()
+
+    fixture = TestBed.createComponent(DocumentAttributesComponent)
+    component = fixture.componentInstance
+    router = TestBed.inject(Router)
+    permissionsService = TestBed.inject(PermissionsService)
+
+    jest.spyOn(router, 'navigate').mockResolvedValue(true)
+    ;(component as any).sections = [
+      {
+        id: 1,
+        path: 'tags',
+        label: 'Tags',
+        icon: 'tags',
+        permissionType: PermissionType.Tag,
+        kind: DocumentAttributesSectionKind.ManagementList,
+        component: DummySectionComponent,
+      },
+      {
+        id: 2,
+        path: 'customfields',
+        label: 'Custom fields',
+        icon: 'ui-radios',
+        permissionType: PermissionType.CustomField,
+        kind: DocumentAttributesSectionKind.CustomFields,
+        component: DummySectionComponent,
+      },
+    ]
+  })
+
+  it('should navigate to default section when no section is provided', () => {
+    jest
+      .spyOn(permissionsService, 'currentUserCan')
+      .mockImplementation((action, type) => {
+        return action === PermissionAction.View && type === PermissionType.Tag
+      })
+
+    fixture.detectChanges()
+    paramMapSubject.next(convertToParamMap({}))
+
+    expect(router.navigate).toHaveBeenCalledWith(['attributes', 'tags'], {
+      replaceUrl: true,
+    })
+    expect(component.activeNavID).toBe(1)
+  })
+
+  it('should set active section from route param when valid', () => {
+    jest
+      .spyOn(permissionsService, 'currentUserCan')
+      .mockImplementation((action, type) => {
+        return (
+          action === PermissionAction.View &&
+          type === PermissionType.CustomField
+        )
+      })
+
+    fixture.detectChanges()
+    paramMapSubject.next(convertToParamMap({ section: 'customfields' }))
+
+    expect(component.activeNavID).toBe(2)
+    expect(router.navigate).not.toHaveBeenCalled()
+  })
+
+  it('should update active nav id when route section changes', () => {
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+
+    fixture.detectChanges()
+    component.activeNavID = 1
+    paramMapSubject.next(convertToParamMap({ section: 'customfields' }))
+
+    expect(component.activeNavID).toBe(2)
+  })
+
+  it('should redirect to dashboard when no sections are visible', () => {
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(false)
+
+    fixture.detectChanges()
+    paramMapSubject.next(convertToParamMap({}))
+
+    expect(router.navigate).toHaveBeenCalledWith(['/dashboard'], {
+      replaceUrl: true,
+    })
+  })
+
+  it('should navigate when a nav change occurs', () => {
+    jest
+      .spyOn(permissionsService, 'currentUserCan')
+      .mockImplementation(() => true)
+
+    fixture.detectChanges()
+    paramMapSubject.next(convertToParamMap({ section: 'tags' }))
+
+    component.onNavChange({ nextId: 2 } as any)
+
+    expect(router.navigate).toHaveBeenCalledWith(['attributes', 'customfields'])
+  })
+
+  it('should ignore nav changes for unknown sections', () => {
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+
+    fixture.detectChanges()
+    paramMapSubject.next(convertToParamMap({ section: 'tags' }))
+
+    component.onNavChange({ nextId: 999 } as any)
+
+    expect(router.navigate).not.toHaveBeenCalled()
+  })
+
+  it('should return activeManagementList correctly', () => {
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    expect(component.activeManagementList).toBeNull()
+
+    component.activeNavID = 1
+    expect(component.activeSection.kind).toBe(
+      DocumentAttributesSectionKind.ManagementList
+    )
+    expect(component.activeManagementList).toBeDefined()
+  })
+
+  it('should return activeCustomFields correctly', () => {
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    expect(component.activeCustomFields).toBeNull()
+
+    component.activeNavID = 2
+    expect(component.activeSection.kind).toBe(
+      DocumentAttributesSectionKind.CustomFields
+    )
+    expect(component.activeCustomFields).toBeDefined()
+  })
+})

src-ui/src/app/components/manage/document-attributes/document-attributes.component.ts

@@ -0,0 +1,256 @@
+import { NgComponentOutlet } from '@angular/common'
+import {
+  AfterViewChecked,
+  ChangeDetectorRef,
+  Component,
+  inject,
+  OnDestroy,
+  OnInit,
+  Type,
+  ViewChild,
+} from '@angular/core'
+import { ActivatedRoute, Router } from '@angular/router'
+import {
+  NgbDropdownModule,
+  NgbNavChangeEvent,
+  NgbNavModule,
+} from '@ng-bootstrap/ng-bootstrap'
+import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { Subject, takeUntil } from 'rxjs'
+import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
+import {
+  PermissionAction,
+  PermissionsService,
+  PermissionType,
+} from 'src/app/services/permissions.service'
+import { ClearableBadgeComponent } from '../../common/clearable-badge/clearable-badge.component'
+import { PageHeaderComponent } from '../../common/page-header/page-header.component'
+import { CustomFieldsComponent } from './custom-fields/custom-fields.component'
+import { CorrespondentListComponent } from './management-list/correspondent-list/correspondent-list.component'
+import { DocumentTypeListComponent } from './management-list/document-type-list/document-type-list.component'
+import { ManagementListComponent } from './management-list/management-list.component'
+import { StoragePathListComponent } from './management-list/storage-path-list/storage-path-list.component'
+import { TagListComponent } from './management-list/tag-list/tag-list.component'
+
+enum DocumentAttributesNavIDs {
+  Tags = 1,
+  Correspondents = 2,
+  DocumentTypes = 3,
+  StoragePaths = 4,
+  CustomFields = 5,
+}
+
+export enum DocumentAttributesSectionKind {
+  ManagementList = 'managementList',
+  CustomFields = 'customFields',
+}
+
+interface DocumentAttributesSection {
+  id: DocumentAttributesNavIDs
+  path: string
+  label: string
+  icon: string
+  infoLink?: string
+  permissionType: PermissionType
+  kind: DocumentAttributesSectionKind
+  component: Type<any>
+}
+
+@Component({
+  selector: 'pngx-document-attributes',
+  templateUrl: './document-attributes.component.html',
+  styleUrls: ['./document-attributes.component.scss'],
+  imports: [
+    PageHeaderComponent,
+    NgbNavModule,
+    NgbDropdownModule,
+    NgComponentOutlet,
+    NgxBootstrapIconsModule,
+    IfPermissionsDirective,
+    ClearableBadgeComponent,
+  ],
+})
+export class DocumentAttributesComponent
+  implements OnInit, OnDestroy, AfterViewChecked
+{
+  private readonly permissionsService = inject(PermissionsService)
+  private readonly activatedRoute = inject(ActivatedRoute)
+  private readonly router = inject(Router)
+  private readonly cdr = inject(ChangeDetectorRef)
+  private readonly unsubscribeNotifier = new Subject<void>()
+
+  protected readonly PermissionAction = PermissionAction
+  protected readonly PermissionType = PermissionType
+
+  readonly sections: DocumentAttributesSection[] = [
+    {
+      id: DocumentAttributesNavIDs.Tags,
+      path: 'tags',
+      label: $localize`Tags`,
+      icon: 'tags',
+      infoLink: 'usage/#terms-and-definitions',
+      permissionType: PermissionType.Tag,
+      kind: DocumentAttributesSectionKind.ManagementList,
+      component: TagListComponent,
+    },
+    {
+      id: DocumentAttributesNavIDs.Correspondents,
+      path: 'correspondents',
+      label: $localize`Correspondents`,
+      icon: 'person',
+      infoLink: 'usage/#terms-and-definitions',
+      permissionType: PermissionType.Correspondent,
+      kind: DocumentAttributesSectionKind.ManagementList,
+      component: CorrespondentListComponent,
+    },
+    {
+      id: DocumentAttributesNavIDs.DocumentTypes,
+      path: 'documenttypes',
+      label: $localize`Document types`,
+      icon: 'hash',
+      infoLink: 'usage/#terms-and-definitions',
+      permissionType: PermissionType.DocumentType,
+      kind: DocumentAttributesSectionKind.ManagementList,
+      component: DocumentTypeListComponent,
+    },
+    {
+      id: DocumentAttributesNavIDs.StoragePaths,
+      path: 'storagepaths',
+      label: $localize`Storage paths`,
+      icon: 'folder',
+      infoLink: 'usage/#terms-and-definitions',
+      permissionType: PermissionType.StoragePath,
+      kind: DocumentAttributesSectionKind.ManagementList,
+      component: StoragePathListComponent,
+    },
+    {
+      id: DocumentAttributesNavIDs.CustomFields,
+      path: 'customfields',
+      label: $localize`Custom fields`,
+      icon: 'ui-radios',
+      infoLink: 'usage/#custom-fields',
+      permissionType: PermissionType.CustomField,
+      kind: DocumentAttributesSectionKind.CustomFields,
+      component: CustomFieldsComponent,
+    },
+  ]
+
+  @ViewChild('activeOutlet', { read: NgComponentOutlet })
+  private readonly activeOutlet?: NgComponentOutlet
+
+  private lastHeaderLoading: boolean
+
+  activeNavID: number = null
+
+  get visibleSections(): DocumentAttributesSection[] {
+    return this.sections.filter((section) =>
+      this.permissionsService.currentUserCan(
+        PermissionAction.View,
+        section.permissionType
+      )
+    )
+  }
+
+  get activeSection(): DocumentAttributesSection | null {
+    return (
+      this.visibleSections.find((section) => section.id === this.activeNavID) ??
+      null
+    )
+  }
+
+  get activeManagementList(): ManagementListComponent<any> | null {
+    if (
+      this.activeSection?.kind !== DocumentAttributesSectionKind.ManagementList
+    )
+      return null
+    const instance = this.activeOutlet?.componentInstance
+    return instance instanceof ManagementListComponent ? instance : null
+  }
+
+  get activeCustomFields(): CustomFieldsComponent | null {
+    if (this.activeSection?.kind !== DocumentAttributesSectionKind.CustomFields)
+      return null
+    const instance = this.activeOutlet?.componentInstance
+    return instance instanceof CustomFieldsComponent ? instance : null
+  }
+
+  get activeTabLabel(): string {
+    return this.activeSection?.label ?? ''
+  }
+
+  get activeInfoLink(): string {
+    return this.activeSection?.infoLink ?? null
+  }
+
+  get activeHeaderLoading(): boolean {
+    return (
+      this.activeManagementList?.loading ??
+      this.activeCustomFields?.loading ??
+      false
+    )
+  }
+
+  ngOnInit(): void {
+    this.activatedRoute.paramMap
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe((paramMap) => {
+        const section = paramMap.get('section')
+        const navIDFromSection =
+          this.getNavIDForSection(section) ?? this.getDefaultNavID()
+
+        if (navIDFromSection == null) {
+          this.router.navigate(['/dashboard'], { replaceUrl: true })
+          return
+        }
+
+        if (this.activeNavID !== navIDFromSection) {
+          this.activeNavID = navIDFromSection
+        }
+
+        if (!section || this.getNavIDForSection(section) == null) {
+          this.router.navigate(
+            ['attributes', this.getSectionForNavID(this.activeNavID)],
+            { replaceUrl: true }
+          )
+        }
+      })
+  }
+
+  ngOnDestroy(): void {
+    this.unsubscribeNotifier.next()
+    this.unsubscribeNotifier.complete()
+  }
+
+  ngAfterViewChecked(): void {
+    const current = this.activeHeaderLoading
+    if (this.lastHeaderLoading !== current) {
+      this.lastHeaderLoading = current
+      this.cdr.detectChanges()
+    }
+  }
+
+  onNavChange(navChangeEvent: NgbNavChangeEvent): void {
+    const nextSection = this.getSectionForNavID(navChangeEvent.nextId)
+    if (!nextSection) {
+      return
+    }
+    this.router.navigate(['attributes', nextSection])
+  }
+
+  private getDefaultNavID(): DocumentAttributesNavIDs | null {
+    return this.visibleSections[0]?.id ?? null
+  }
+
+  private getNavIDForSection(section: string): DocumentAttributesNavIDs | null {
+    const path = section?.toLowerCase()
+    if (!path) return null
+
+    const found = this.visibleSections.find((s) => s.path === path)
+    return found?.id ?? null
+  }
+
+  private getSectionForNavID(navID: number): string | null {
+    const section = this.visibleSections.find((s) => s.id === navID)
+    return section?.path ?? null
+  }
+}

src-ui/src/app/components/manage/document-attributes/management-list/correspondent-list/correspondent-list.component.spec.ts

@@ -9,7 +9,7 @@ import { of } from 'rxjs'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { SortableDirective } from 'src/app/directives/sortable.directive'
 import { CorrespondentService } from 'src/app/services/rest/correspondent.service'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
+import { PageHeaderComponent } from '../../../../common/page-header/page-header.component'
 import { CorrespondentListComponent } from './correspondent-list.component'
 
 describe('CorrespondentListComponent', () => {

src-ui/src/app/components/manage/document-attributes/management-list/correspondent-list/correspondent-list.component.ts

@@ -1,4 +1,4 @@
-import { NgClass, NgTemplateOutlet, TitleCasePipe } from '@angular/common'
+import { NgClass, NgTemplateOutlet } from '@angular/common'
 import { Component, inject } from '@angular/core'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { RouterModule } from '@angular/router'
@@ -7,6 +7,7 @@ import {
   NgbPaginationModule,
 } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { CorrespondentEditDialogComponent } from 'src/app/components/common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
 import { Correspondent } from 'src/app/data/correspondent'
 import { FILTER_HAS_CORRESPONDENT_ANY } from 'src/app/data/filter-rule-type'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
@@ -14,21 +15,16 @@ import { SortableDirective } from 'src/app/directives/sortable.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { PermissionType } from 'src/app/services/permissions.service'
 import { CorrespondentService } from 'src/app/services/rest/correspondent.service'
-import { ClearableBadgeComponent } from '../../common/clearable-badge/clearable-badge.component'
-import { CorrespondentEditDialogComponent } from '../../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
-import { ManagementListComponent } from '../management-list/management-list.component'
+import { ManagementListComponent } from '../management-list.component'
 
 @Component({
   selector: 'pngx-correspondent-list',
-  templateUrl: './../management-list/management-list.component.html',
-  styleUrls: ['./../management-list/management-list.component.scss'],
+  templateUrl: './../management-list.component.html',
+  styleUrls: ['./../management-list.component.scss'],
   providers: [{ provide: CustomDatePipe }],
   imports: [
     SortableDirective,
     IfPermissionsDirective,
-    PageHeaderComponent,
-    TitleCasePipe,
     FormsModule,
     ReactiveFormsModule,
     RouterModule,
@@ -37,11 +33,10 @@ import { ManagementListComponent } from '../management-list/management-list.comp
     NgbDropdownModule,
     NgbPaginationModule,
     NgxBootstrapIconsModule,
-    ClearableBadgeComponent,
   ],
 })
 export class CorrespondentListComponent extends ManagementListComponent<Correspondent> {
-  private datePipe = inject(CustomDatePipe)
+  private readonly datePipe = inject(CustomDatePipe)
 
   constructor() {
     super()

src-ui/src/app/components/manage/document-attributes/management-list/document-type-list/document-type-list.component.spec.ts

@@ -9,7 +9,7 @@ import { of } from 'rxjs'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { SortableDirective } from 'src/app/directives/sortable.directive'
 import { DocumentTypeService } from 'src/app/services/rest/document-type.service'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
+import { PageHeaderComponent } from '../../../../common/page-header/page-header.component'
 import { DocumentTypeListComponent } from './document-type-list.component'
 
 describe('DocumentTypeListComponent', () => {

src-ui/src/app/components/manage/document-attributes/management-list/document-type-list/document-type-list.component.ts

@@ -1,4 +1,4 @@
-import { NgClass, NgTemplateOutlet, TitleCasePipe } from '@angular/common'
+import { NgClass, NgTemplateOutlet } from '@angular/common'
 import { Component, inject } from '@angular/core'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { RouterModule } from '@angular/router'
@@ -7,25 +7,21 @@ import {
   NgbPaginationModule,
 } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { DocumentTypeEditDialogComponent } from 'src/app/components/common/edit-dialog/document-type-edit-dialog/document-type-edit-dialog.component'
 import { DocumentType } from 'src/app/data/document-type'
 import { FILTER_HAS_DOCUMENT_TYPE_ANY } from 'src/app/data/filter-rule-type'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { SortableDirective } from 'src/app/directives/sortable.directive'
 import { PermissionType } from 'src/app/services/permissions.service'
 import { DocumentTypeService } from 'src/app/services/rest/document-type.service'
-import { ClearableBadgeComponent } from '../../common/clearable-badge/clearable-badge.component'
-import { DocumentTypeEditDialogComponent } from '../../common/edit-dialog/document-type-edit-dialog/document-type-edit-dialog.component'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
-import { ManagementListComponent } from '../management-list/management-list.component'
+import { ManagementListComponent } from '../management-list.component'
 
 @Component({
   selector: 'pngx-document-type-list',
-  templateUrl: './../management-list/management-list.component.html',
-  styleUrls: ['./../management-list/management-list.component.scss'],
+  templateUrl: './../management-list.component.html',
+  styleUrls: ['./../management-list.component.scss'],
   imports: [
     SortableDirective,
-    PageHeaderComponent,
-    TitleCasePipe,
     IfPermissionsDirective,
     FormsModule,
     ReactiveFormsModule,
@@ -35,7 +31,6 @@ import { ManagementListComponent } from '../management-list/management-list.comp
     NgbDropdownModule,
     NgbPaginationModule,
     NgxBootstrapIconsModule,
-    ClearableBadgeComponent,
   ],
 })
 export class DocumentTypeListComponent extends ManagementListComponent<DocumentType> {

src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.html

@@ -1,50 +1,3 @@
-<pngx-page-header title="{{ typeNamePlural | titlecase }}" info="View, add, edit and delete {{ typeNamePlural }}." infoLink="usage/#terms-and-definitions" [loading]="loading">
-
-  <div ngbDropdown class="btn-group flex-fill d-sm-none">
-    <button class="btn btn-sm btn-outline-primary" id="dropdownSelectMobile" ngbDropdownToggle>
-      <i-bs name="text-indent-left"></i-bs>
-      <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Select</ng-container></div>
-      @if (selectedObjects.size > 0) {
-        <pngx-clearable-badge [selected]="selectedObjects.size > 0" [number]="selectedObjects.size" (cleared)="selectNone()"></pngx-clearable-badge><span class="visually-hidden">selected</span>
-      }
-    </button>
-    <div ngbDropdownMenu aria-labelledby="dropdownSelectMobile" class="shadow">
-      <button ngbDropdownItem (click)="selectNone()" i18n>Select none</button>
-      <button ngbDropdownItem (click)="selectPage(true)" i18n>Select page</button>
-      <button ngbDropdownItem (click)="selectAll()" i18n>Select all</button>
-    </div>
-  </div>
-
-  <div class="d-none d-sm-flex flex-fill me-3">
-    <div class="input-group input-group-sm">
-      <span class="input-group-text border-0" i18n>Select:</span>
-    </div>
-    <div class="btn-group btn-group-sm flex-nowrap">
-      @if (selectedObjects.size > 0) {
-        <button class="btn btn-sm btn-outline-secondary" (click)="selectNone()">
-          <i-bs name="slash-circle"></i-bs>&nbsp;<ng-container i18n>None</ng-container>
-        </button>
-      }
-      <button class="btn btn-sm btn-outline-primary" (click)="selectPage(true)">
-        <i-bs name="file-earmark-check"></i-bs>&nbsp;<ng-container i18n>Page</ng-container>
-      </button>
-      <button class="btn btn-sm btn-outline-primary" (click)="selectAll()">
-        <i-bs name="check-all"></i-bs>&nbsp;<ng-container i18n>All</ng-container>
-      </button>
-    </div>
-  </div>
-
-  <button type="button" class="btn btn-sm btn-outline-primary" (click)="setPermissions()" [disabled]="!userCanBulkEdit(PermissionAction.Change) || selectedObjects.size === 0">
-    <i-bs name="person-fill-lock"></i-bs>&nbsp;<ng-container i18n>Permissions</ng-container>
-  </button>
-  <button type="button" class="btn btn-sm btn-outline-danger" (click)="delete()" [disabled]="!userCanBulkEdit(PermissionAction.Delete) || selectedObjects.size === 0">
-    <i-bs name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
-  </button>
-  <button type="button" class="btn btn-sm btn-outline-primary ms-md-5" (click)="openCreateDialog()" *pngxIfPermissions="{ action: PermissionAction.Add, type: permissionType }">
-    <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Create</ng-container>
-  </button>
-</pngx-page-header>
-
 <div class="row mb-3">
   <div class="col mb-2 mb-xl-0">
     <div class="form-inline d-flex align-items-center">
@@ -76,19 +29,19 @@
   <table class="table table-striped align-middle shadow-sm mb-0">
     <thead>
       <tr>
-        <th scope="col">
+        <th>
           <div class="form-check m-0 ms-2 me-n2">
-            <input type="checkbox" class="form-check-input" id="all-objects" [(ngModel)]="togggleAll" [disabled]="data.length === 0" (change)="selectPage($event.target.checked); $event.stopPropagation();">
+            <input type="checkbox" class="form-check-input" id="all-objects" [(ngModel)]="togggleAll" [disabled]="data.length === 0" (change)="$event.target.checked ? selectPage() : clearSelection(); $event.stopPropagation();">
             <label class="form-check-label" for="all-objects"></label>
           </div>
         </th>
-        <th scope="col" class="fw-normal" pngxSortable="name" [currentSortField]="sortField" [currentSortReverse]="sortReverse" (sort)="onSort($event)" i18n>Name</th>
-        <th scope="col" class="fw-normal d-none d-sm-table-cell" pngxSortable="matching_algorithm" [currentSortField]="sortField" [currentSortReverse]="sortReverse" (sort)="onSort($event)" i18n>Matching</th>
-        <th scope="col" class="fw-normal" pngxSortable="document_count" [currentSortField]="sortField" [currentSortReverse]="sortReverse" (sort)="onSort($event)" i18n>Document count</th>
+        <th class="fw-normal" pngxSortable="name" [currentSortField]="sortField" [currentSortReverse]="sortReverse" (sort)="onSort($event)" i18n>Name</th>
+        <th class="fw-normal d-none d-sm-table-cell" pngxSortable="matching_algorithm" [currentSortField]="sortField" [currentSortReverse]="sortReverse" (sort)="onSort($event)" i18n>Matching</th>
+        <th class="fw-normal" pngxSortable="document_count" [currentSortField]="sortField" [currentSortReverse]="sortReverse" (sort)="onSort($event)" i18n>Document count</th>
         @for (column of extraColumns; track column) {
-          <th scope="col" class="fw-normal" [ngClass]="{ 'd-none d-sm-table-cell' : column.hideOnMobile }" pngxSortable="{{column.key}}" [currentSortField]="sortField" [currentSortReverse]="sortReverse" (sort)="onSort($event)">{{column.name}}</th>
+          <th class="fw-normal" [ngClass]="{ 'd-none d-sm-table-cell' : column.hideOnMobile }" pngxSortable="{{column.key}}" [currentSortField]="sortField" [currentSortReverse]="sortReverse" (sort)="onSort($event)">{{column.name}}</th>
         }
-        <th scope="col" class="fw-normal" i18n>Actions</th>
+        <th class="fw-normal" i18n>Actions</th>
       </tr>
     </thead>
     <tbody>
@@ -131,16 +84,16 @@
         <label class="form-check-label" for="{{typeName}}{{object.id}}"></label>
       </div>
     </td>
-    <td scope="row" class="name-cell" style="--depth: {{depth}}">
+    <td class="name-cell" style="--depth: {{depth}}">
       @if (depth > 0) {
         <div class="indicator"></div>
       }
       <button class="btn btn-link ms-0 ps-0 text-start" (click)="userCanEdit(object) ? openEditDialog(object) : null; $event.stopPropagation()">{{ object.name }}</button>
     </td>
-    <td scope="row" class="d-none d-sm-table-cell">{{ getMatching(object) }}</td>
-    <td scope="row">{{ getDocumentCount(object) }}</td>
+    <td class="d-none d-sm-table-cell">{{ getMatching(object) }}</td>
+    <td>{{ getDocumentCount(object) }}</td>
     @for (column of extraColumns; track column) {
-      <td scope="row" [ngClass]="{ 'd-none d-sm-table-cell' : column.hideOnMobile }">
+      <td [ngClass]="{ 'd-none d-sm-table-cell' : column.hideOnMobile }">
         @if (column.badgeFn) {
           <span
             class="badge"
@@ -156,7 +109,7 @@
         }
       </td>
     }
-    <td scope="row">
+    <td>
       <div class="btn-toolbar gap-2">
         <div class="btn-group d-block d-sm-none">
           <div ngbDropdown container="body" class="d-inline-block">
@@ -181,10 +134,10 @@
         </div>
         <div class="btn-group d-none d-sm-inline-block">
           <button class="btn btn-sm btn-outline-secondary" (click)="openEditDialog(object); $event.stopPropagation();" *pngxIfPermissions="{ action: PermissionAction.Change, type: permissionType }" [disabled]="!userCanEdit(object)">
-            <i-bs width="1em" height="1em" name="pencil"></i-bs>&nbsp;<ng-container i18n>Edit</ng-container>
+            <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><ng-container i18n>Edit</ng-container>
           </button>
           <button class="btn btn-sm btn-outline-danger" (click)="openDeleteDialog(object); $event.stopPropagation();" *pngxIfPermissions="{ action: PermissionAction.Delete, type: permissionType }" [disabled]="!userCanDelete(object)">
-            <i-bs width="1em" height="1em" name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
+            <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
           </button>
         </div>
         @if (getDocumentCount(object) > 0) {
@@ -195,7 +148,7 @@
               [routerLink]="getDocumentFilterUrl(object)"
               (click)="$event?.stopPropagation()"
             >
-              <i-bs width="1em" height="1em" name="filter"></i-bs>&nbsp;<ng-container i18n>Documents</ng-container
+              <i-bs width="1em" height="1em" name="filter" class="me-1"></i-bs><ng-container i18n>Documents</ng-container
               ><span class="badge bg-light text-secondary ms-2">{{ getDocumentCount(object) }}</span>
             </a>
           </div>

src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.spec.ts

@@ -44,12 +44,12 @@ import { BulkEditObjectOperation } from 'src/app/services/rest/abstract-name-fil
 import { TagService } from 'src/app/services/rest/tag.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
-import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
-import { EditDialogComponent } from '../../common/edit-dialog/edit-dialog.component'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
-import { PermissionsDialogComponent } from '../../common/permissions-dialog/permissions-dialog.component'
-import { TagListComponent } from '../tag-list/tag-list.component'
+import { ConfirmDialogComponent } from '../../../common/confirm-dialog/confirm-dialog.component'
+import { EditDialogComponent } from '../../../common/edit-dialog/edit-dialog.component'
+import { PageHeaderComponent } from '../../../common/page-header/page-header.component'
+import { PermissionsDialogComponent } from '../../../common/permissions-dialog/permissions-dialog.component'
 import { ManagementListComponent } from './management-list.component'
+import { TagListComponent } from './tag-list/tag-list.component'
 
 const tags: Tag[] = [
   {
@@ -304,12 +304,12 @@ describe('ManagementListComponent', () => {
   })
 
   it('selectPage should select current page items or clear selection', () => {
-    component.selectPage(true)
+    component.selectPage()
     expect(component.selectedObjects).toEqual(new Set(tags.map((t) => t.id)))
     expect(component.togggleAll).toBe(true)
 
     component.togggleAll = true
-    component.selectPage(false)
+    component.clearSelection()
     expect(component.selectedObjects.size).toBe(0)
     expect(component.togggleAll).toBe(false)
   })

src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.ts

@@ -16,6 +16,10 @@ import {
   takeUntil,
   tap,
 } from 'rxjs/operators'
+import { ConfirmDialogComponent } from 'src/app/components/common/confirm-dialog/confirm-dialog.component'
+import { EditDialogMode } from 'src/app/components/common/edit-dialog/edit-dialog.component'
+import { PermissionsDialogComponent } from 'src/app/components/common/permissions-dialog/permissions-dialog.component'
+import { LoadingComponentWithPermissions } from 'src/app/components/loading-component/loading.component'
 import {
   MATCH_AUTO,
   MATCH_NONE,
@@ -40,10 +44,6 @@ import {
 } from 'src/app/services/rest/abstract-name-filter-service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
-import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
-import { EditDialogMode } from '../../common/edit-dialog/edit-dialog.component'
-import { PermissionsDialogComponent } from '../../common/permissions-dialog/permissions-dialog.component'
-import { LoadingComponentWithPermissions } from '../../loading-component/loading.component'
 
 export interface ManagementListColumn {
   key: string
@@ -69,13 +69,14 @@ export abstract class ManagementListComponent<T extends MatchingModel>
   implements OnInit, OnDestroy
 {
   protected service: AbstractNameFilterService<T>
-  private modalService: NgbModal = inject(NgbModal)
+  private readonly modalService: NgbModal = inject(NgbModal)
   protected editDialogComponent: any
-  private toastService: ToastService = inject(ToastService)
-  private documentListViewService: DocumentListViewService = inject(
+  private readonly toastService: ToastService = inject(ToastService)
+  private readonly documentListViewService: DocumentListViewService = inject(
     DocumentListViewService
   )
-  private permissionsService: PermissionsService = inject(PermissionsService)
+  private readonly permissionsService: PermissionsService =
+    inject(PermissionsService)
   protected filterRuleType: number
   public typeName: string
   public typeNamePlural: string
@@ -196,7 +197,7 @@ export abstract class ManagementListComponent<T extends MatchingModel>
   }
 
   openCreateDialog() {
-    var activeModal = this.modalService.open(this.editDialogComponent, {
+    const activeModal = this.modalService.open(this.editDialogComponent, {
       backdrop: 'static',
     })
     activeModal.componentInstance.dialogMode = EditDialogMode.CREATE
@@ -215,7 +216,7 @@ export abstract class ManagementListComponent<T extends MatchingModel>
   }
 
   openEditDialog(object: T) {
-    var activeModal = this.modalService.open(this.editDialogComponent, {
+    const activeModal = this.modalService.open(this.editDialogComponent, {
       backdrop: 'static',
     })
     activeModal.componentInstance.object = object
@@ -243,7 +244,7 @@ export abstract class ManagementListComponent<T extends MatchingModel>
   }
 
   openDeleteDialog(object: T) {
-    var activeModal = this.modalService.open(ConfirmDialogComponent, {
+    const activeModal = this.modalService.open(ConfirmDialogComponent, {
       backdrop: 'static',
     })
     activeModal.componentInstance.title = $localize`Confirm delete`
@@ -343,13 +344,9 @@ export abstract class ManagementListComponent<T extends MatchingModel>
     this.clearSelection()
   }
 
-  selectPage(select: boolean) {
-    if (select) {
-      this.selectedObjects = new Set(this.getSelectableIDs(this.data))
-      this.togggleAll = this.areAllPageItemsSelected()
-    } else {
-      this.clearSelection()
-    }
+  selectPage() {
+    this.selectedObjects = new Set(this.getSelectableIDs(this.data))
+    this.togggleAll = this.areAllPageItemsSelected()
   }
 
   selectAll() {

src-ui/src/app/components/manage/document-attributes/management-list/storage-path-list/storage-path-list.component.spec.ts

@@ -10,7 +10,7 @@ import { StoragePath } from 'src/app/data/storage-path'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { SortableDirective } from 'src/app/directives/sortable.directive'
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
+import { PageHeaderComponent } from '../../../../common/page-header/page-header.component'
 import { StoragePathListComponent } from './storage-path-list.component'
 
 describe('StoragePathListComponent', () => {

src-ui/src/app/components/manage/document-attributes/management-list/storage-path-list/storage-path-list.component.ts

@@ -1,4 +1,4 @@
-import { NgClass, NgTemplateOutlet, TitleCasePipe } from '@angular/common'
+import { NgClass, NgTemplateOutlet } from '@angular/common'
 import { Component, inject } from '@angular/core'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { RouterModule } from '@angular/router'
@@ -7,25 +7,21 @@ import {
   NgbPaginationModule,
 } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { StoragePathEditDialogComponent } from 'src/app/components/common/edit-dialog/storage-path-edit-dialog/storage-path-edit-dialog.component'
 import { FILTER_HAS_STORAGE_PATH_ANY } from 'src/app/data/filter-rule-type'
 import { StoragePath } from 'src/app/data/storage-path'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { SortableDirective } from 'src/app/directives/sortable.directive'
 import { PermissionType } from 'src/app/services/permissions.service'
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
-import { ClearableBadgeComponent } from '../../common/clearable-badge/clearable-badge.component'
-import { StoragePathEditDialogComponent } from '../../common/edit-dialog/storage-path-edit-dialog/storage-path-edit-dialog.component'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
-import { ManagementListComponent } from '../management-list/management-list.component'
+import { ManagementListComponent } from '../management-list.component'
 
 @Component({
   selector: 'pngx-storage-path-list',
-  templateUrl: './../management-list/management-list.component.html',
-  styleUrls: ['./../management-list/management-list.component.scss'],
+  templateUrl: './../management-list.component.html',
+  styleUrls: ['./../management-list.component.scss'],
   imports: [
     SortableDirective,
-    PageHeaderComponent,
-    TitleCasePipe,
     IfPermissionsDirective,
     FormsModule,
     ReactiveFormsModule,
@@ -35,7 +31,6 @@ import { ManagementListComponent } from '../management-list/management-list.comp
     NgbDropdownModule,
     NgbPaginationModule,
     NgxBootstrapIconsModule,
-    ClearableBadgeComponent,
   ],
 })
 export class StoragePathListComponent extends ManagementListComponent<StoragePath> {

src-ui/src/app/components/manage/document-attributes/management-list/tag-list/tag-list.component.spec.ts

@@ -9,7 +9,7 @@ import { of } from 'rxjs'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { SortableDirective } from 'src/app/directives/sortable.directive'
 import { TagService } from 'src/app/services/rest/tag.service'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
+import { PageHeaderComponent } from '../../../../common/page-header/page-header.component'
 import { TagListComponent } from './tag-list.component'
 
 describe('TagListComponent', () => {
@@ -138,12 +138,12 @@ describe('TagListComponent', () => {
     }
 
     component.data = [parent as any]
-    component.selectPage(true)
+    component.selectPage()
 
     expect(component.selectedObjects.has(10)).toBe(true)
     expect(component.selectedObjects.has(11)).toBe(true)
 
-    component.selectPage(false)
+    component.clearSelection()
     expect(component.selectedObjects.size).toBe(0)
   })
 })

src-ui/src/app/components/manage/document-attributes/management-list/tag-list/tag-list.component.ts

@@ -1,4 +1,4 @@
-import { NgClass, NgTemplateOutlet, TitleCasePipe } from '@angular/common'
+import { NgClass, NgTemplateOutlet } from '@angular/common'
 import { Component, inject } from '@angular/core'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { RouterModule } from '@angular/router'
@@ -7,25 +7,21 @@ import {
   NgbPaginationModule,
 } from '@ng-bootstrap/ng-bootstrap'
 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 { Tag } from 'src/app/data/tag'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { SortableDirective } from 'src/app/directives/sortable.directive'
 import { PermissionType } from 'src/app/services/permissions.service'
 import { TagService } from 'src/app/services/rest/tag.service'
-import { ClearableBadgeComponent } from '../../common/clearable-badge/clearable-badge.component'
-import { TagEditDialogComponent } from '../../common/edit-dialog/tag-edit-dialog/tag-edit-dialog.component'
-import { PageHeaderComponent } from '../../common/page-header/page-header.component'
-import { ManagementListComponent } from '../management-list/management-list.component'
+import { ManagementListComponent } from '../management-list.component'
 
 @Component({
   selector: 'pngx-tag-list',
-  templateUrl: './../management-list/management-list.component.html',
-  styleUrls: ['./../management-list/management-list.component.scss'],
+  templateUrl: './../management-list.component.html',
+  styleUrls: ['./../management-list.component.scss'],
   imports: [
     SortableDirective,
-    PageHeaderComponent,
-    TitleCasePipe,
     IfPermissionsDirective,
     FormsModule,
     ReactiveFormsModule,
@@ -35,7 +31,6 @@ import { ManagementListComponent } from '../management-list/management-list.comp
     NgbDropdownModule,
     NgbPaginationModule,
     NgxBootstrapIconsModule,
-    ClearableBadgeComponent,
   ],
 })
 export class TagListComponent extends ManagementListComponent<Tag> {

src-ui/src/app/components/manage/mail/mail.component.html

@@ -11,16 +11,16 @@
   <h4>
     <ng-container i18n>Mail accounts</ng-container>
     <button type="button" class="btn btn-sm btn-outline-primary ms-4" (click)="editMailAccount()" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.MailAccount }">
-      <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Add Account</ng-container>
+      <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Add Account</ng-container>
     </button>
     @if (gmailOAuthUrl) {
       <a class="btn btn-sm btn-outline-secondary ms-2" [href]="gmailOAuthUrl" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.MailAccount }">
-        <i-bs name="google"></i-bs>&nbsp;<ng-container i18n>Connect Gmail Account</ng-container>
+        <i-bs name="google" class="me-1"></i-bs><ng-container i18n>Connect Gmail Account</ng-container>
       </a>
     }
     @if (outlookOAuthUrl) {
       <a class="btn btn-sm btn-outline-secondary ms-2" [href]="outlookOAuthUrl" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.MailAccount }">
-        <i-bs name="microsoft"></i-bs>&nbsp;<ng-container i18n>Connect Outlook Account</ng-container>
+        <i-bs name="microsoft" class="me-1"></i-bs><ng-container i18n>Connect Outlook Account</ng-container>
       </a>
     }
   </h4>
@@ -72,18 +72,18 @@
             <div class="btn-toolbar d-none d-sm-flex gap-2" role="toolbar">
               <div class="btn-group">
                 <button *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.MailAccount }" [disabled]="!userCanEdit(account)" class="btn btn-sm btn-outline-secondary" type="button" (click)="editMailAccount(account)">
-                  <i-bs width="1em" height="1em" name="pencil"></i-bs>&nbsp;<ng-container i18n>Edit</ng-container>
+                  <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><ng-container i18n>Edit</ng-container>
                 </button>
                 <button *pngxIfOwner="account" class="btn btn-sm btn-outline-secondary" type="button" (click)="editPermissions(account)">
-                  <i-bs width="1em" height="1em" name="person-lock"></i-bs>&nbsp;<ng-container i18n>Permissions</ng-container>
+                  <i-bs width="1em" height="1em" name="person-lock" class="me-1"></i-bs><ng-container i18n>Permissions</ng-container>
                 </button>
                 <button *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.MailAccount }" [disabled]="!userIsOwner(account)" class="btn btn-sm btn-outline-danger" type="button" (click)="deleteMailAccount(account)">
-                  <i-bs width="1em" height="1em" name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
+                  <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
                 </button>
               </div>
               <div class="btn-group">
                 <button *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.MailAccount }" [disabled]="!userIsOwner(account)" class="btn btn-sm btn-outline-secondary" type="button" (click)="processAccount(account)">
-                  <i-bs width="1em" height="1em" name="arrow-clockwise"></i-bs>&nbsp;<ng-container i18n>Process Mail</ng-container>
+                  <i-bs width="1em" height="1em" name="arrow-clockwise" class="me-1"></i-bs><ng-container i18n>Process Mail</ng-container>
                 </button>
               </div>
             </div>
@@ -102,7 +102,7 @@
   <h4 class="mt-4">
     <ng-container i18n>Mail rules</ng-container>
     <button type="button" class="btn btn-sm btn-outline-primary ms-4" (click)="editMailRule()" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.MailRule }">
-      <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Add Rule</ng-container>
+      <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Add Rule</ng-container>
     </button>
   </h4>
   <ul class="list-group">
@@ -140,7 +140,7 @@
           </div>
           <div class="col d-flex align-items-center d-none d-sm-flex" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.ProcessedMail }">
             <button class="btn btn-sm btn-outline-secondary" type="button" (click)="viewProcessedMail(rule)">
-              <i-bs width="1em" height="1em" name="clock-history"></i-bs>&nbsp;<ng-container i18n>View Processed Mail</ng-container>
+              <i-bs width="1em" height="1em" name="clock-history" class="me-1"></i-bs><ng-container i18n>View Processed Mail</ng-container>
             </button>
           </div>
           <div class="col-3">
@@ -160,18 +160,18 @@
             <div class="btn-toolbar d-none d-sm-flex gap-2" role="toolbar">
               <div class="btn-group">
                 <button *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.MailRule }" [disabled]="!userCanEdit(rule)" class="btn btn-sm btn-outline-secondary" type="button" (click)="editMailRule(rule)">
-                  <i-bs width="1em" height="1em" name="pencil"></i-bs>&nbsp;<ng-container i18n>Edit</ng-container>
+                  <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><ng-container i18n>Edit</ng-container>
                 </button>
                 <button *pngxIfOwner="rule" class="btn btn-sm btn-outline-secondary" type="button" (click)="editPermissions(rule)">
-                  <i-bs width="1em" height="1em" name="person-lock"></i-bs>&nbsp;<ng-container i18n>Permissions</ng-container>
+                  <i-bs width="1em" height="1em" name="person-lock" class="me-1"></i-bs><ng-container i18n>Permissions</ng-container>
                 </button>
                 <button *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.MailRule }" [disabled]="!userIsOwner(rule)" class="btn btn-sm btn-outline-danger" type="button" (click)="deleteMailRule(rule)">
-                  <i-bs width="1em" height="1em" name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
+                  <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
                 </button>
               </div>
               <div class="btn-group">
                 <button *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.MailRule }" class="btn btn-sm btn-outline-secondary" type="button" (click)="copyMailRule(rule)">
-                  <i-bs width="1em" height="1em" name="files"></i-bs>&nbsp;<ng-container i18n>Copy</ng-container>
+                  <i-bs width="1em" height="1em" name="files" class="me-1"></i-bs><ng-container i18n>Copy</ng-container>
                 </button>
               </div>
             </div>

src-ui/src/app/components/manage/workflows/workflows.component.html

@@ -6,7 +6,7 @@
   infoLink="usage/#workflows"
   >
   <button type="button" class="btn btn-sm btn-outline-primary" (click)="editWorkflow()" *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.Workflow }">
-    <i-bs name="plus-circle"></i-bs>&nbsp;<ng-container i18n>Add Workflow</ng-container>
+    <i-bs name="plus-circle" class="me-1"></i-bs><ng-container i18n>Add Workflow</ng-container>
   </button>
 </pngx-page-header>
 
@@ -60,15 +60,15 @@
           <div class="btn-toolbar d-none d-sm-flex gap-2" role="toolbar">
             <div class="btn-group">
               <button *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.Workflow }" class="btn btn-sm btn-outline-secondary" type="button" (click)="editWorkflow(workflow)">
-                <i-bs width="1em" height="1em" name="pencil"></i-bs>&nbsp;<ng-container i18n>Edit</ng-container>
+                <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><ng-container i18n>Edit</ng-container>
               </button>
               <button *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Workflow }" class="btn btn-sm btn-outline-danger" type="button" (click)="deleteWorkflow(workflow)">
-                <i-bs width="1em" height="1em" name="trash"></i-bs>&nbsp;<ng-container i18n>Delete</ng-container>
+                <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
               </button>
             </div>
             <div class="btn-group">
               <button *pngxIfPermissions="{ action: PermissionAction.Add, type: PermissionType.Workflow }" class="btn btn-sm btn-outline-secondary" type="button" (click)="copyWorkflow(workflow)">
-                <i-bs width="1em" height="1em" name="files"></i-bs>&nbsp;<ng-container i18n>Copy</ng-container>
+                <i-bs width="1em" height="1em" name="files" class="me-1"></i-bs><ng-container i18n>Copy</ng-container>
               </button>
             </div>
           </div>

src-ui/src/app/components/not-found/not-found.component.html

@@ -6,7 +6,7 @@
       <h1 class="display-6" i18n>Not Found</h1>
       <p>
         <a class="btn btn-primary" routerLink="/dashboard">
-          <i-bs width="1.2em" height="1.2em" name="house"></i-bs>&nbsp;<ng-container i18n>Go to Dashboard</ng-container>
+          <i-bs width="1.2em" height="1.2em" name="house" class="me-1"></i-bs><ng-container i18n>Go to Dashboard</ng-container>
         </a>
       </p>
     </div>

src-ui/src/app/data/mail-rule.ts

@@ -84,4 +84,6 @@ export interface MailRule extends ObjectWithPermissions {
   assign_correspondent?: number // PaperlessCorrespondent.id
 
   assign_owner_from_rule: boolean
+
+  stop_processing: boolean
 }

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

@@ -19,6 +19,10 @@ export enum GlobalSearchType {
   TITLE_CONTENT = 'title-content',
 }
 
+export enum CollapsibleSection {
+  ATTRIBUTES = 'attributes',
+}
+
 export const PAPERLESS_GREEN_HEX = '#17541f'
 
 export const SETTINGS_KEYS = {
@@ -51,6 +55,8 @@ export const SETTINGS_KEYS = {
   NOTES_ENABLED: 'general-settings:notes-enabled',
   AUDITLOG_ENABLED: 'general-settings:auditlog-enabled',
   SLIM_SIDEBAR: 'general-settings:slim-sidebar',
+  ATTRIBUTES_SECTIONS_COLLAPSED:
+    'general-settings:attributes-sections-collapsed',
   UPDATE_CHECKING_ENABLED: 'general-settings:update-checking:enabled',
   UPDATE_CHECKING_BACKEND_SETTING:
     'general-settings:update-checking:backend-setting',
@@ -112,6 +118,11 @@ export const SETTINGS: UiSetting[] = [
     type: 'boolean',
     default: false,
   },
+  {
+    key: SETTINGS_KEYS.ATTRIBUTES_SECTIONS_COLLAPSED,
+    type: 'array',
+    default: [],
+  },
   {
     key: SETTINGS_KEYS.DOCUMENT_LIST_SIZE,
     type: 'number',

src-ui/src/app/guards/permissions.guard.spec.ts

@@ -96,4 +96,52 @@ describe('PermissionsGuard', () => {
     expect(canActivate).toHaveProperty('root') // returns UrlTree
     expect(toastSpy).toHaveBeenCalled()
   })
+
+  it('should activate when any required permission is granted', () => {
+    jest
+      .spyOn(permissionsService, 'currentUserCan')
+      .mockImplementation((action, type) => {
+        return type === PermissionType.Tag
+      })
+
+    const canActivate = guard.canActivate(
+      {
+        data: {
+          requiredPermissionAny: [
+            { action: PermissionAction.View, type: PermissionType.Tag },
+            {
+              action: PermissionAction.View,
+              type: PermissionType.DocumentType,
+            },
+          ],
+        },
+      } as any,
+      routerState.snapshot
+    )
+
+    expect(canActivate).toBeTruthy()
+  })
+
+  it('should not activate when no required permission is granted', () => {
+    jest
+      .spyOn(permissionsService, 'currentUserCan')
+      .mockImplementation(() => false)
+
+    const canActivate = guard.canActivate(
+      {
+        data: {
+          requiredPermissionAny: [
+            { action: PermissionAction.View, type: PermissionType.Tag },
+            {
+              action: PermissionAction.View,
+              type: PermissionType.DocumentType,
+            },
+          ],
+        },
+      } as any,
+      routerState.snapshot
+    )
+
+    expect(canActivate).toHaveProperty('root')
+  })
 })

src-ui/src/app/guards/permissions.guard.ts

@@ -20,12 +20,20 @@ export class PermissionsGuard {
     route: ActivatedRouteSnapshot,
     state: RouterStateSnapshot
   ): boolean | UrlTree {
+    const requiredPermissionAny: { action: any; type: any }[] =
+      route.data.requiredPermissionAny
+
     if (
       (route.data.requireAdmin && !this.permissionsService.isAdmin()) ||
       (route.data.requiredPermission &&
         !this.permissionsService.currentUserCan(
           route.data.requiredPermission.action,
           route.data.requiredPermission.type
+        )) ||
+      (Array.isArray(requiredPermissionAny) &&
+        requiredPermissionAny.length > 0 &&
+        !requiredPermissionAny.some((p) =>
+          this.permissionsService.currentUserCan(p.action, p.type)
         ))
     ) {
       // Check if tour is running 1 = TourState.ON

src-ui/src/app/services/rest/mail-rule.service.spec.ts

@@ -33,6 +33,7 @@ const mail_rules = [
     action: MailAction.MarkRead,
     assign_title_from: MailMetadataTitleOption.FromSubject,
     assign_owner_from_rule: true,
+    stop_processing: false,
   },
   {
     name: 'Mail Rule 2',
@@ -52,6 +53,7 @@ const mail_rules = [
     action: MailAction.Delete,
     assign_title_from: MailMetadataTitleOption.FromSubject,
     assign_owner_from_rule: true,
+    stop_processing: false,
   },
   {
     name: 'Mail Rule 3',
@@ -71,6 +73,7 @@ const mail_rules = [
     action: MailAction.Flag,
     assign_title_from: MailMetadataTitleOption.FromSubject,
     assign_owner_from_rule: false,
+    stop_processing: false,
   },
 ]
 

src-ui/src/environments/environment.prod.ts

@@ -6,7 +6,7 @@ export const environment = {
   apiVersion: '9', // match src/paperless/settings.py
   appTitle: 'Paperless-ngx',
   tag: 'prod',
-  version: '2.20.6',
+  version: '2.20.7',
   webSocketHost: window.location.host,
   webSocketProtocol: window.location.protocol == 'https:' ? 'wss:' : 'ws:',
   webSocketBaseUrl: base_url.pathname + 'ws/',

src-ui/src/main.ts

@@ -125,6 +125,7 @@ import {
   sliders2Vertical,
   sortAlphaDown,
   sortAlphaUpAlt,
+  stack,
   stars,
   tag,
   tagFill,
@@ -343,6 +344,7 @@ const icons = {
   sliders2Vertical,
   sortAlphaDown,
   sortAlphaUpAlt,
+  stack,
   stars,
   tagFill,
   tag,

src/documents/permissions.py

@@ -1,11 +1,20 @@
+from typing import Any
+
 from django.contrib.auth.models import Group
 from django.contrib.auth.models import Permission
 from django.contrib.auth.models import User
 from django.contrib.contenttypes.models import ContentType
+from django.db.models import Count
+from django.db.models import IntegerField
+from django.db.models import OuterRef
 from django.db.models import Q
 from django.db.models import QuerySet
+from django.db.models import Subquery
+from django.db.models.functions import Cast
+from django.db.models.functions import Coalesce
 from guardian.core import ObjectPermissionChecker
 from guardian.models import GroupObjectPermission
+from guardian.models import UserObjectPermission
 from guardian.shortcuts import assign_perm
 from guardian.shortcuts import get_objects_for_user
 from guardian.shortcuts import get_users_with_perms
@@ -134,31 +143,104 @@ def set_permissions_for_object(
                         )
 
 
+def _permitted_document_ids(user):
+    """
+    Return a queryset of document IDs the user may view, limited to non-deleted
+    documents. This intentionally avoids ``get_objects_for_user`` to keep the
+    subquery small and index-friendly.
+    """
+
+    base_docs = Document.objects.filter(deleted_at__isnull=True).only("id", "owner")
+
+    if user is None or not getattr(user, "is_authenticated", False):
+        # Just Anonymous user e.g. for drf-spectacular
+        return base_docs.filter(owner__isnull=True).values_list("id", flat=True)
+
+    if getattr(user, "is_superuser", False):
+        return base_docs.values_list("id", flat=True)
+
+    document_ct = ContentType.objects.get_for_model(Document)
+    perm_filter = {
+        "permission__codename": "view_document",
+        "permission__content_type": document_ct,
+    }
+
+    user_perm_docs = (
+        UserObjectPermission.objects.filter(user=user, **perm_filter)
+        .annotate(object_pk_int=Cast("object_pk", IntegerField()))
+        .values_list("object_pk_int", flat=True)
+    )
+
+    group_perm_docs = (
+        GroupObjectPermission.objects.filter(group__user=user, **perm_filter)
+        .annotate(object_pk_int=Cast("object_pk", IntegerField()))
+        .values_list("object_pk_int", flat=True)
+    )
+
+    permitted_documents = user_perm_docs.union(group_perm_docs)
+
+    return base_docs.filter(
+        Q(owner=user) | Q(owner__isnull=True) | Q(id__in=permitted_documents),
+    ).values_list("id", flat=True)
+
+
 def get_document_count_filter_for_user(user):
     """
     Return the Q object used to filter document counts for the given user.
+
+    The filter is expressed as an ``id__in`` against a small subquery of permitted
+    document IDs to keep the generated SQL simple and avoid large OR clauses.
     """
 
-    if user is None or not getattr(user, "is_authenticated", False):
-        return Q(documents__deleted_at__isnull=True, documents__owner__isnull=True)
     if getattr(user, "is_superuser", False):
+        # Superuser: no permission filtering needed
         return Q(documents__deleted_at__isnull=True)
-    return Q(
-        documents__deleted_at__isnull=True,
-        documents__id__in=get_objects_for_user_owner_aware(
-            user,
-            "documents.view_document",
-            Document,
-        ).values_list("id", flat=True),
+
+    permitted_ids = _permitted_document_ids(user)
+    return Q(documents__id__in=permitted_ids)
+
+
+def annotate_document_count_for_related_queryset(
+    queryset: QuerySet[Any],
+    through_model: Any,
+    related_object_field: str,
+    target_field: str = "document_id",
+    user: User | None = None,
+) -> QuerySet[Any]:
+    """
+    Annotate a queryset with permissions-aware document counts using a subquery
+    against a relation table.
+
+    Args:
+        queryset: base queryset to annotate (must contain pk)
+        through_model: model representing the relation (e.g., Document.tags.through
+                       or CustomFieldInstance)
+        source_field: field on the relation pointing back to queryset pk
+        target_field: field on the relation pointing to Document id
+        user: the user for whom to filter permitted document ids
+    """
+
+    permitted_ids = _permitted_document_ids(user)
+    counts = (
+        through_model.objects.filter(
+            **{
+                related_object_field: OuterRef("pk"),
+                f"{target_field}__in": permitted_ids,
+            },
+        )
+        .values(related_object_field)
+        .annotate(c=Count(target_field))
+        .values("c")
     )
+    return queryset.annotate(document_count=Coalesce(Subquery(counts[:1]), 0))
 
 
 def get_objects_for_user_owner_aware(
-    user,
-    perms,
-    Model,
+    user: User | None,
+    perms: str | list[str],
+    Model: Any,
     *,
-    include_deleted=False,
+    include_deleted: bool = False,
 ) -> QuerySet:
     """
     Returns objects the user owns, are unowned, or has explicit perms.
@@ -234,7 +316,7 @@ class AcknowledgeTasksPermissions(BasePermission):
         "POST": ["documents.change_paperlesstask"],
     }
 
-    def has_permission(self, request, view):
+    def has_permission(self, request: Any, view: Any) -> bool:
         if not request.user or not request.user.is_authenticated:  # pragma: no cover
             return False
 

src/documents/serialisers.py

@@ -7,6 +7,7 @@ from datetime import datetime
 from datetime import timedelta
 from decimal import Decimal
 from typing import TYPE_CHECKING
+from typing import Any
 from typing import Literal
 
 import magic
@@ -720,7 +721,7 @@ class StoragePathField(serializers.PrimaryKeyRelatedField):
 
 
 class CustomFieldSerializer(serializers.ModelSerializer):
-    def __init__(self, *args, **kwargs) -> None:
+    def __init__(self, *args, **kwargs):
         context = kwargs.get("context")
         self.api_version = int(
             context.get("request").version
@@ -2926,7 +2927,7 @@ class WorkflowSerializer(serializers.ModelSerializer):
 
         return instance
 
-    def to_representation(self, instance):
+    def to_representation(self, instance: Workflow) -> dict[str, Any]:
         data = super().to_representation(instance)
         actions = instance.actions.order_by("order", "pk")
         data["actions"] = WorkflowActionSerializer(
@@ -2951,7 +2952,7 @@ class TrashSerializer(SerializerWithPerms):
         write_only=True,
     )
 
-    def validate_documents(self, documents):
+    def validate_documents(self, documents: list[int]) -> list[int]:
         count = Document.deleted_objects.filter(id__in=documents).count()
         if not count == len(documents):
             raise serializers.ValidationError(
@@ -2968,8 +2969,22 @@ class StoragePathTestSerializer(SerializerWithPerms):
     )
 
     document = serializers.PrimaryKeyRelatedField(
-        queryset=Document.objects.all(),
+        queryset=Document.objects.none(),
         required=True,
         label="Document",
         write_only=True,
     )
+
+    def __init__(self, *args: Any, **kwargs: Any) -> None:
+        super().__init__(*args, **kwargs)
+        request = self.context.get("request")
+        user = getattr(request, "user", None) if request else None
+        if user is not None and user.is_authenticated:
+            document_field = self.fields.get("document")
+            if not isinstance(document_field, serializers.PrimaryKeyRelatedField):
+                return
+            document_field.queryset = get_objects_for_user_owner_aware(
+                user,
+                "documents.view_document",
+                Document,
+            )

src/documents/templating/filepath.py

@@ -192,6 +192,52 @@ def get_basic_metadata_context(
     }
 
 
+def get_safe_document_context(
+    document: Document,
+    tags: Iterable[Tag],
+) -> dict[str, object]:
+    """
+    Build a document context object to avoid supplying entire model instance.
+    """
+    return {
+        "id": document.pk,
+        "pk": document.pk,
+        "title": document.title,
+        "content": document.content,
+        "page_count": document.page_count,
+        "created": document.created,
+        "added": document.added,
+        "modified": document.modified,
+        "archive_serial_number": document.archive_serial_number,
+        "mime_type": document.mime_type,
+        "checksum": document.checksum,
+        "archive_checksum": document.archive_checksum,
+        "filename": document.filename,
+        "archive_filename": document.archive_filename,
+        "original_filename": document.original_filename,
+        "owner": {"username": document.owner.username, "id": document.owner.id}
+        if document.owner
+        else None,
+        "tags": [{"name": tag.name, "id": tag.id} for tag in tags],
+        "correspondent": (
+            {"name": document.correspondent.name, "id": document.correspondent.id}
+            if document.correspondent
+            else None
+        ),
+        "document_type": (
+            {"name": document.document_type.name, "id": document.document_type.id}
+            if document.document_type
+            else None
+        ),
+        "storage_path": {
+            "path": document.storage_path.path,
+            "id": document.storage_path.id,
+        }
+        if document.storage_path
+        else None,
+    }
+
+
 def get_tags_context(tags: Iterable[Tag]) -> dict[str, str | list[str]]:
     """
     Given an Iterable of tags, constructs some context from them for usage
@@ -302,7 +348,7 @@ def validate_filepath_template_and_render(
 
     # Build the context dictionary
     context = (
-        {"document": document}
+        {"document": get_safe_document_context(document, tags=tags_list)}
         | get_basic_metadata_context(document, no_value_default=NO_VALUE_PLACEHOLDER)
         | get_creation_date_context(document)
         | get_added_date_context(document)

src/documents/tests/test_api_objects.py

@@ -5,10 +5,13 @@ from unittest import mock
 from django.contrib.auth.models import Permission
 from django.contrib.auth.models import User
 from django.test import override_settings
+from guardian.shortcuts import assign_perm
 from rest_framework import status
 from rest_framework.test import APITestCase
 
 from documents.models import Correspondent
+from documents.models import CustomField
+from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import StoragePath
@@ -398,6 +401,292 @@ class TestApiStoragePaths(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         self.assertEqual(response.data, "folder/Something")
 
+    def test_test_storage_path_requires_document_view_permission(self) -> None:
+        owner = User.objects.create_user(username="owner")
+        unprivileged = User.objects.create_user(username="unprivileged")
+        document = Document.objects.create(
+            mime_type="application/pdf",
+            owner=owner,
+            title="Sensitive",
+            checksum="123",
+        )
+        self.client.force_authenticate(user=unprivileged)
+        response = self.client.post(
+            f"{self.ENDPOINT}test/",
+            json.dumps(
+                {
+                    "document": document.id,
+                    "path": "path/{{ title }}",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+        self.assertIn("document", response.data)
+
+    def test_test_storage_path_allows_shared_document_view_permission(self) -> None:
+        owner = User.objects.create_user(username="owner")
+        viewer = User.objects.create_user(username="viewer")
+        document = Document.objects.create(
+            mime_type="application/pdf",
+            owner=owner,
+            title="Shared",
+            checksum="123",
+        )
+        assign_perm("view_document", viewer, document)
+
+        self.client.force_authenticate(user=viewer)
+        response = self.client.post(
+            f"{self.ENDPOINT}test/",
+            json.dumps(
+                {
+                    "document": document.id,
+                    "path": "path/{{ title }}",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data, "path/Shared")
+
+    def test_test_storage_path_exposes_basic_document_context_but_not_sensitive_owner_data(
+        self,
+    ) -> None:
+        owner = User.objects.create_user(
+            username="owner",
+            password="password",
+            email="owner@example.com",
+        )
+        document = Document.objects.create(
+            mime_type="application/pdf",
+            owner=owner,
+            title="Document",
+            content="Top secret content",
+            page_count=2,
+            checksum="123",
+        )
+        self.client.force_authenticate(user=owner)
+
+        response = self.client.post(
+            f"{self.ENDPOINT}test/",
+            json.dumps(
+                {
+                    "document": document.id,
+                    "path": "{{ document.owner.username }}",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data, "owner")
+
+        for expression, expected in (
+            ("{{ document.content }}", "Top secret content"),
+            ("{{ document.id }}", str(document.id)),
+            ("{{ document.page_count }}", "2"),
+        ):
+            response = self.client.post(
+                f"{self.ENDPOINT}test/",
+                json.dumps(
+                    {
+                        "document": document.id,
+                        "path": expression,
+                    },
+                ),
+                content_type="application/json",
+            )
+            self.assertEqual(response.status_code, status.HTTP_200_OK)
+            self.assertEqual(response.data, expected)
+
+        for expression in (
+            "{{ document.owner.password }}",
+            "{{ document.owner.email }}",
+        ):
+            response = self.client.post(
+                f"{self.ENDPOINT}test/",
+                json.dumps(
+                    {
+                        "document": document.id,
+                        "path": expression,
+                    },
+                ),
+                content_type="application/json",
+            )
+            self.assertEqual(response.status_code, status.HTTP_200_OK)
+            self.assertIsNone(response.data)
+
+    def test_test_storage_path_includes_related_objects_for_visible_document(
+        self,
+    ) -> None:
+        owner = User.objects.create_user(username="owner")
+        viewer = User.objects.create_user(username="viewer")
+        private_correspondent = Correspondent.objects.create(
+            name="Private Correspondent",
+            owner=owner,
+        )
+        document = Document.objects.create(
+            mime_type="application/pdf",
+            owner=owner,
+            correspondent=private_correspondent,
+            title="Document",
+            checksum="123",
+        )
+        assign_perm("view_document", viewer, document)
+
+        self.client.force_authenticate(user=viewer)
+        response = self.client.post(
+            f"{self.ENDPOINT}test/",
+            json.dumps(
+                {
+                    "document": document.id,
+                    "path": "{{ correspondent }}",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data, "Private Correspondent")
+
+        response = self.client.post(
+            f"{self.ENDPOINT}test/",
+            json.dumps(
+                {
+                    "document": document.id,
+                    "path": (
+                        "{{ document.correspondent.name if document.correspondent else 'none' }}"
+                    ),
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data, "Private Correspondent")
+
+    def test_test_storage_path_superuser_can_view_private_related_objects(self) -> None:
+        owner = User.objects.create_user(username="owner")
+        private_correspondent = Correspondent.objects.create(
+            name="Private Correspondent",
+            owner=owner,
+        )
+        document = Document.objects.create(
+            mime_type="application/pdf",
+            owner=owner,
+            correspondent=private_correspondent,
+            title="Document",
+            checksum="123",
+        )
+
+        response = self.client.post(
+            f"{self.ENDPOINT}test/",
+            json.dumps(
+                {
+                    "document": document.id,
+                    "path": (
+                        "{{ document.correspondent.name if document.correspondent else 'none' }}"
+                    ),
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data, "Private Correspondent")
+
+    def test_test_storage_path_includes_doc_type_storage_path_and_tags(
+        self,
+    ) -> None:
+        owner = User.objects.create_user(username="owner")
+        viewer = User.objects.create_user(username="viewer")
+        private_document_type = DocumentType.objects.create(
+            name="Private Type",
+            owner=owner,
+        )
+        private_storage_path = StoragePath.objects.create(
+            name="Private Storage Path",
+            path="private/path",
+            owner=owner,
+        )
+        private_tag = Tag.objects.create(
+            name="Private Tag",
+            owner=owner,
+        )
+        document = Document.objects.create(
+            mime_type="application/pdf",
+            owner=owner,
+            document_type=private_document_type,
+            storage_path=private_storage_path,
+            title="Document",
+            checksum="123",
+        )
+        document.tags.add(private_tag)
+        assign_perm("view_document", viewer, document)
+
+        self.client.force_authenticate(user=viewer)
+        response = self.client.post(
+            f"{self.ENDPOINT}test/",
+            json.dumps(
+                {
+                    "document": document.id,
+                    "path": (
+                        "{{ document.document_type.name if document.document_type else 'none' }}/"
+                        "{{ document.storage_path.path if document.storage_path else 'none' }}/"
+                        "{{ document.tags[0].name if document.tags else 'none' }}"
+                    ),
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data, "Private Type/private/path/Private Tag")
+
+        response = self.client.post(
+            f"{self.ENDPOINT}test/",
+            json.dumps(
+                {
+                    "document": document.id,
+                    "path": "{{ document_type }}/{{ tag_list if tag_list else 'none' }}",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data, "Private Type/Private Tag")
+
+    def test_test_storage_path_includes_custom_fields_for_visible_document(
+        self,
+    ) -> None:
+        owner = User.objects.create_user(username="owner")
+        viewer = User.objects.create_user(username="viewer")
+        document = Document.objects.create(
+            mime_type="application/pdf",
+            owner=owner,
+            title="Document",
+            checksum="123",
+        )
+        custom_field = CustomField.objects.create(
+            name="Secret Number",
+            data_type=CustomField.FieldDataType.INT,
+        )
+        CustomFieldInstance.objects.create(
+            document=document,
+            field=custom_field,
+            value_int=42,
+        )
+        assign_perm("view_document", viewer, document)
+
+        self.client.force_authenticate(user=viewer)
+        response = self.client.post(
+            f"{self.ENDPOINT}test/",
+            json.dumps(
+                {
+                    "document": document.id,
+                    "path": "{{ custom_fields | get_cf_value('Secret Number', 'none') }}",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response.data, "42")
+
 
 class TestBulkEditObjects(APITestCase):
     # See test_api_permissions.py for bulk tests on permissions

src/documents/tests/test_file_handling.py

@@ -1364,11 +1364,11 @@ class TestFilenameGeneration(DirectoriesMixin, TestCase):
     def test_template_with_security(self) -> None:
         """
         GIVEN:
-            - Filename format with one or more undefined variables
+            - Filename format with an unavailable document attribute
         WHEN:
             - Filepath for a document with this format is called
         THEN:
-            - The first undefined variable is logged
+            - The missing attribute is logged
             - The default format is used
         """
         doc_a = Document.objects.create(
@@ -1390,7 +1390,7 @@ class TestFilenameGeneration(DirectoriesMixin, TestCase):
             self.assertEqual(len(capture.output), 1)
             self.assertEqual(
                 capture.output[0],
-                "WARNING:paperless.templating:Template attempted restricted operation: <bound method Model.save of <Document: 2020-06-25 Does Matter>> is not safely callable",
+                "ERROR:paperless.templating:Template variable error: 'dict object' has no attribute 'save'",
             )
 
     def test_template_with_custom_fields(self) -> None:

src/documents/views.py

@@ -32,7 +32,6 @@ from django.db.models import Count
 from django.db.models import IntegerField
 from django.db.models import Max
 from django.db.models import Model
-from django.db.models import Q
 from django.db.models import Sum
 from django.db.models import When
 from django.db.models.functions import Lower
@@ -134,6 +133,7 @@ from documents.matching import match_storage_paths
 from documents.matching import match_tags
 from documents.models import Correspondent
 from documents.models import CustomField
+from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import Note
@@ -153,6 +153,7 @@ from documents.permissions import PaperlessAdminPermissions
 from documents.permissions import PaperlessNotePermissions
 from documents.permissions import PaperlessObjectPermissions
 from documents.permissions import ViewDocumentsPermissions
+from documents.permissions import annotate_document_count_for_related_queryset
 from documents.permissions import get_document_count_filter_for_user
 from documents.permissions import get_objects_for_user_owner_aware
 from documents.permissions import has_perms_owner_aware
@@ -174,6 +175,7 @@ from documents.serialisers import PostDocumentSerializer
 from documents.serialisers import RunTaskViewSerializer
 from documents.serialisers import SavedViewSerializer
 from documents.serialisers import SearchResultSerializer
+from documents.serialisers import SerializerWithPerms
 from documents.serialisers import ShareLinkBundleSerializer
 from documents.serialisers import ShareLinkSerializer
 from documents.serialisers import StoragePathSerializer
@@ -271,17 +273,22 @@ class PassUserMixin(GenericAPIView):
     """
 
     def get_serializer(self, *args, **kwargs):
-        kwargs.setdefault("user", self.request.user)
-        try:
-            full_perms = get_boolean(
-                str(self.request.query_params.get("full_perms", "false")),
+        serializer_class = self.get_serializer_class()
+        if isinstance(serializer_class, type) and issubclass(
+            serializer_class,
+            SerializerWithPerms,
+        ):
+            kwargs.setdefault("user", self.request.user)
+            try:
+                full_perms = get_boolean(
+                    str(self.request.query_params.get("full_perms", "false")),
+                )
+            except ValueError:
+                full_perms = False
+            kwargs.setdefault(
+                "full_perms",
+                full_perms,
             )
-        except ValueError:
-            full_perms = False
-        kwargs.setdefault(
-            "full_perms",
-            full_perms,
-        )
         return super().get_serializer(*args, **kwargs)
 
 
@@ -387,22 +394,46 @@ class PermissionsAwareDocumentCountMixin(BulkPermissionMixin, PassUserMixin):
     Mixin to add document count to queryset, permissions-aware if needed
     """
 
+    # Default is simple relation path, override for through-table/count specialization.
+    document_count_through: type[Model] | None = None
+    document_count_source_field: str | None = None
+
+    def _get_document_count_source_field(self) -> str:
+        if self.document_count_source_field is None:
+            msg = (
+                "document_count_source_field must be set when "
+                "document_count_through is configured"
+            )
+            raise ValueError(msg)
+        return self.document_count_source_field
+
     def get_document_count_filter(self):
         request = getattr(self, "request", None)
         user = getattr(request, "user", None) if request else None
         return get_document_count_filter_for_user(user)
 
     def get_queryset(self):
+        base_qs = super().get_queryset()
+
+        # Use optimized through-table counting when configured.
+        if self.document_count_through:
+            user = getattr(getattr(self, "request", None), "user", None)
+            return annotate_document_count_for_related_queryset(
+                base_qs,
+                through_model=self.document_count_through,
+                related_object_field=self._get_document_count_source_field(),
+                user=user,
+            )
+
+        # Fallback: simple Count on relation with permission filter.
         filter = self.get_document_count_filter()
-        return (
-            super()
-            .get_queryset()
-            .annotate(document_count=Count("documents", filter=filter))
+        return base_qs.annotate(
+            document_count=Count("documents", filter=filter),
         )
 
 
 @extend_schema_view(**generate_object_with_permissions_schema(CorrespondentSerializer))
-class CorrespondentViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
+class CorrespondentViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet):
     model = Correspondent
 
     queryset = Correspondent.objects.select_related("owner").order_by(Lower("name"))
@@ -439,8 +470,10 @@ class CorrespondentViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
 
 
 @extend_schema_view(**generate_object_with_permissions_schema(TagSerializer))
-class TagViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
+class TagViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet):
     model = Tag
+    document_count_through = Document.tags.through
+    document_count_source_field = "tag_id"
 
     queryset = Tag.objects.select_related("owner").order_by(
         Lower("name"),
@@ -483,12 +516,16 @@ class TagViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
         descendant_pks = {pk for tag in all_tags for pk in tag.get_descendants_pks()}
 
         if descendant_pks:
-            filter_q = self.get_document_count_filter()
+            user = getattr(getattr(self, "request", None), "user", None)
             children_source = list(
-                Tag.objects.filter(pk__in=descendant_pks | {t.pk for t in all_tags})
-                .select_related("owner")
-                .annotate(document_count=Count("documents", filter=filter_q))
-                .order_by(*ordering),
+                annotate_document_count_for_related_queryset(
+                    Tag.objects.filter(pk__in=descendant_pks | {t.pk for t in all_tags})
+                    .select_related("owner")
+                    .order_by(*ordering),
+                    through_model=self.document_count_through,
+                    related_object_field=self._get_document_count_source_field(),
+                    user=user,
+                ),
             )
         else:
             children_source = all_tags
@@ -515,7 +552,7 @@ class TagViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
 
 
 @extend_schema_view(**generate_object_with_permissions_schema(DocumentTypeSerializer))
-class DocumentTypeViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
+class DocumentTypeViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet):
     model = DocumentType
 
     queryset = DocumentType.objects.select_related("owner").order_by(Lower("name"))
@@ -2478,7 +2515,7 @@ class BulkDownloadView(GenericAPIView):
 
 
 @extend_schema_view(**generate_object_with_permissions_schema(StoragePathSerializer))
-class StoragePathViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
+class StoragePathViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet):
     model = StoragePath
 
     queryset = StoragePath.objects.select_related("owner").order_by(
@@ -2523,7 +2560,10 @@ class StoragePathViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
         """
         Test storage path against a document
         """
-        serializer = StoragePathTestSerializer(data=request.data)
+        serializer = StoragePathTestSerializer(
+            data=request.data,
+            context={"request": request},
+        )
         serializer.is_valid(raise_exception=True)
 
         document = serializer.validated_data.get("document")
@@ -2982,7 +3022,7 @@ class SharedLinkView(View):
         return response
 
 
-def serve_file(*, doc: Document, use_archive: bool, disposition: str):
+def serve_file(*, doc: Document, use_archive: bool, disposition: str) -> HttpResponse:
     if use_archive:
         file_handle = doc.archive_file
         filename = doc.get_public_filename(archive=True)
@@ -3166,7 +3206,7 @@ class WorkflowViewSet(ModelViewSet):
     )
 
 
-class CustomFieldViewSet(ModelViewSet):
+class CustomFieldViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet):
     permission_classes = (IsAuthenticated, PaperlessObjectPermissions)
 
     serializer_class = CustomFieldSerializer
@@ -3178,35 +3218,11 @@ class CustomFieldViewSet(ModelViewSet):
     filterset_class = CustomFieldFilterSet
 
     model = CustomField
+    document_count_through = CustomFieldInstance
+    document_count_source_field = "field_id"
 
     queryset = CustomField.objects.all().order_by("-created")
 
-    def get_queryset(self):
-        filter = (
-            Q(fields__document__deleted_at__isnull=True)
-            if self.request.user is None or self.request.user.is_superuser
-            else (
-                Q(
-                    fields__document__deleted_at__isnull=True,
-                    fields__document__id__in=get_objects_for_user_owner_aware(
-                        self.request.user,
-                        "documents.view_document",
-                        Document,
-                    ).values_list("id", flat=True),
-                )
-            )
-        )
-        return (
-            super()
-            .get_queryset()
-            .annotate(
-                document_count=Count(
-                    "fields",
-                    filter=filter,
-                ),
-            )
-        )
-
 
 @extend_schema_view(
     get=extend_schema(

src/locale/en_US/LC_MESSAGES/django.po

@@ -2,7 +2,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: paperless-ngx\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-02-03 20:10+0000\n"
+"POT-Creation-Date: 2026-02-16 17:32+0000\n"
 "PO-Revision-Date: 2022-02-17 04:17\n"
 "Last-Translator: \n"
 "Language-Team: English\n"
@@ -1283,47 +1283,47 @@ msgstr ""
 msgid "workflow runs"
 msgstr ""
 
-#: documents/serialisers.py:458
+#: documents/serialisers.py:459
 msgid "Insufficient permissions."
 msgstr ""
 
-#: documents/serialisers.py:668
+#: documents/serialisers.py:669
 msgid "Invalid color."
 msgstr ""
 
-#: documents/serialisers.py:1910
+#: documents/serialisers.py:1911
 #, python-format
 msgid "File type %(type)s not supported"
 msgstr ""
 
-#: documents/serialisers.py:1954
+#: documents/serialisers.py:1955
 #, python-format
 msgid "Custom field id must be an integer: %(id)s"
 msgstr ""
 
-#: documents/serialisers.py:1961
+#: documents/serialisers.py:1962
 #, python-format
 msgid "Custom field with id %(id)s does not exist"
 msgstr ""
 
-#: documents/serialisers.py:1978 documents/serialisers.py:1988
+#: documents/serialisers.py:1979 documents/serialisers.py:1989
 msgid ""
 "Custom fields must be a list of integers or an object mapping ids to values."
 msgstr ""
 
-#: documents/serialisers.py:1983
+#: documents/serialisers.py:1984
 msgid "Some custom fields don't exist or were specified twice."
 msgstr ""
 
-#: documents/serialisers.py:2098
+#: documents/serialisers.py:2099
 msgid "Invalid variable detected."
 msgstr ""
 
-#: documents/serialisers.py:2300
+#: documents/serialisers.py:2301
 msgid "Duplicate document identifiers are not allowed."
 msgstr ""
 
-#: documents/serialisers.py:2330 documents/views.py:2839
+#: documents/serialisers.py:2331 documents/views.py:2879
 #, python-format
 msgid "Documents not found: %(ids)s"
 msgstr ""
@@ -1587,20 +1587,20 @@ msgstr ""
 msgid "Unable to parse URI {value}"
 msgstr ""
 
-#: documents/views.py:2851
+#: documents/views.py:2891
 #, python-format
 msgid "Insufficient permissions to share document %(id)s."
 msgstr ""
 
-#: documents/views.py:2894
+#: documents/views.py:2934
 msgid "Bundle is already being processed."
 msgstr ""
 
-#: documents/views.py:2951
+#: documents/views.py:2991
 msgid "The share link bundle is still being prepared. Please try again later."
 msgstr ""
 
-#: documents/views.py:2961
+#: documents/views.py:3001
 msgid "The share link bundle is unavailable."
 msgstr ""
 
@@ -2220,7 +2220,7 @@ msgstr ""
 msgid "account"
 msgstr ""
 
-#: paperless_mail/models.py:157 paperless_mail/models.py:318
+#: paperless_mail/models.py:157 paperless_mail/models.py:326
 msgid "folder"
 msgstr ""
 
@@ -2312,26 +2312,36 @@ msgstr ""
 msgid "Assign the rule owner to documents"
 msgstr ""
 
-#: paperless_mail/models.py:326
-msgid "uid"
+#: paperless_mail/models.py:305
+msgid "Stop processing further rules"
+msgstr ""
+
+#: paperless_mail/models.py:308
+msgid ""
+"If True, no further rules will be processed after this one if any document "
+"is queued."
 msgstr ""
 
 #: paperless_mail/models.py:334
-msgid "subject"
+msgid "uid"
 msgstr ""
 
 #: paperless_mail/models.py:342
+msgid "subject"
+msgstr ""
+
+#: paperless_mail/models.py:350
 msgid "received"
 msgstr ""
 
-#: paperless_mail/models.py:349
+#: paperless_mail/models.py:357
 msgid "processed"
 msgstr ""
 
-#: paperless_mail/models.py:355
+#: paperless_mail/models.py:363
 msgid "status"
 msgstr ""
 
-#: paperless_mail/models.py:363
+#: paperless_mail/models.py:371
 msgid "error"
 msgstr ""

src/paperless/version.py

@@ -1,6 +1,6 @@
 from typing import Final
 
-__version__: Final[tuple[int, int, int]] = (2, 20, 6)
+__version__: Final[tuple[int, int, int]] = (2, 20, 7)
 # Version string like X.Y.Z
 __full_version_str__: Final[str] = ".".join(map(str, __version__))
 # Version string like X.Y

src/paperless_mail/mail.py

@@ -575,6 +575,11 @@ class MailAccountHandler(LoggingMixin):
                             rule,
                             supports_gmail_labels=supports_gmail_labels,
                         )
+                        if total_processed_files > 0 and rule.stop_processing:
+                            self.log.debug(
+                                f"Rule {rule}: Stopping processing rules due to stop_processing flag",
+                            )
+                            break
                     except Exception as e:
                         self.log.exception(
                             f"Rule {rule}: Error while processing rule: {e}",

src/paperless_mail/migrations/0003_mailrule_stop_processing.py

@@ -0,0 +1,22 @@
+# Generated by Django 5.1.6 on 2025-02-24 16:07
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("paperless_mail", "0002_optimize_integer_field_sizes"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="mailrule",
+            name="stop_processing",
+            field=models.BooleanField(
+                default=False,
+                help_text="If True, no further rules will be processed after this one if any document is consumed.",
+                verbose_name="Stop processing further rules",
+            ),
+        ),
+    ]

src/paperless_mail/models.py

@@ -301,6 +301,14 @@ class MailRule(document_models.ModelWithOwner):
         default=True,
     )
 
+    stop_processing = models.BooleanField(
+        _("Stop processing further rules"),
+        default=False,
+        help_text=_(
+            "If True, no further rules will be processed after this one if any document is queued.",
+        ),
+    )
+
     def __str__(self):
         return f"{self.account.name}.{self.name}"
 

src/paperless_mail/serialisers.py

@@ -102,6 +102,7 @@ class MailRuleSerializer(OwnedObjectSerializer):
             "user_can_change",
             "permissions",
             "set_permissions",
+            "stop_processing",
         ]
 
     def update(self, instance, validated_data):

src/paperless_mail/tests/test_mail.py

@@ -1692,6 +1692,39 @@ class TestTasks(TestCase):
         result = tasks.process_mail_accounts(account_ids=[account_b.id])
         self.assertIn("No new", result)
 
+    @mock.patch("paperless_mail.tasks.MailAccountHandler.handle_mail_account")
+    def test_rule_with_stop_processing(self, m):
+        """
+        GIVEN:
+            - Mail account with a rule with stop_processing=True
+        WHEN:
+            - Mail account is processed
+        THEN:
+            - Should only process the first rule
+        """
+        m.side_effect = lambda account: 6
+
+        account = MailAccount.objects.create(
+            name="A",
+            imap_server="A",
+            username="A",
+            password="A",
+        )
+        MailRule.objects.create(
+            name="A",
+            account=account,
+            stop_processing=True,
+        )
+        MailRule.objects.create(
+            name="B",
+            account=account,
+        )
+
+        result = tasks.process_mail_accounts()
+
+        self.assertEqual(m.call_count, 1)
+        self.assertIn("Added 6", result)
+
 
 class TestMailAccountTestView(APITestCase):
     def setUp(self) -> None:
@@ -1777,8 +1810,8 @@ class TestMailAccountTestView(APITestCase):
     )
     def test_mail_account_test_view_refresh_token_fails(
         self,
-        mock_mock_refresh_account_oauth_token,
-    ):
+        mock_mock_refresh_account_oauth_token: mock.MagicMock,
+    ) -> None:
         """
         GIVEN:
             - Mail account with expired token

uv.lock

@@ -3019,7 +3019,7 @@ wheels = [
 
 [[package]]
 name = "paperless-ngx"
-version = "2.20.6"
+version = "2.20.7"
 source = { virtual = "." }
 dependencies = [
     { name = "azure-ai-documentintelligence", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },