Auto translate strings

Bumps [astral-sh/uv](https://github.com/astral-sh/uv) from 0.10.7-python3.12-trixie-slim to 0.10.8-python3.12-trixie-slim.
- [Release notes](https://github.com/astral-sh/uv/releases)
- [Changelog](https://github.com/astral-sh/uv/blob/main/CHANGELOG.md)
- [Commits](https://github.com/astral-sh/uv/compare/0.10.7...0.10.8)

---
updated-dependencies:
- dependency-name: astral-sh/uv
  dependency-version: 0.10.8-python3.12-trixie-slim
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

.github/workflows/ci-backend.yml

@@ -3,21 +3,9 @@ on:
   push:
     branches-ignore:
       - 'translations**'
-    paths:
-      - 'src/**'
-      - 'pyproject.toml'
-      - 'uv.lock'
-      - 'docker/compose/docker-compose.ci-test.yml'
-      - '.github/workflows/ci-backend.yml'
   pull_request:
     branches-ignore:
       - 'translations**'
-    paths:
-      - 'src/**'
-      - 'pyproject.toml'
-      - 'uv.lock'
-      - 'docker/compose/docker-compose.ci-test.yml'
-      - '.github/workflows/ci-backend.yml'
   workflow_dispatch:
 concurrency:
   group: backend-${{ github.event.pull_request.number || github.ref }}
@@ -26,7 +14,55 @@ env:
   DEFAULT_UV_VERSION: "0.10.x"
   NLTK_DATA: "/usr/share/nltk_data"
 jobs:
+  changes:
+    name: Detect Backend Changes
+    runs-on: ubuntu-slim
+    outputs:
+      backend_changed: ${{ steps.force.outputs.run_all == 'true' || steps.filter.outputs.backend == 'true' }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v6.0.2
+        with:
+          fetch-depth: 0
+      - name: Decide run mode
+        id: force
+        run: |
+          if [[ "${{ github.event_name }}" == "workflow_dispatch" ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          elif [[ "${{ github.event_name }}" == "push" && ( "${{ github.ref_name }}" == "main" || "${{ github.ref_name }}" == "dev" ) ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          else
+            echo "run_all=false" >> "$GITHUB_OUTPUT"
+          fi
+      - name: Set diff range
+        id: range
+        if: steps.force.outputs.run_all != 'true'
+        run: |
+          if [[ "${{ github.event_name }}" == "pull_request" ]]; then
+            echo "base=${{ github.event.pull_request.base.sha }}" >> "$GITHUB_OUTPUT"
+          elif [[ "${{ github.event.created }}" == "true" ]]; then
+            echo "base=${{ github.event.repository.default_branch }}" >> "$GITHUB_OUTPUT"
+          else
+            echo "base=${{ github.event.before }}" >> "$GITHUB_OUTPUT"
+          fi
+          echo "ref=${{ github.sha }}" >> "$GITHUB_OUTPUT"
+      - name: Detect changes
+        id: filter
+        if: steps.force.outputs.run_all != 'true'
+        uses: dorny/paths-filter@v3.0.2
+        with:
+          base: ${{ steps.range.outputs.base }}
+          ref: ${{ steps.range.outputs.ref }}
+          filters: |
+            backend:
+              - 'src/**'
+              - 'pyproject.toml'
+              - 'uv.lock'
+              - 'docker/compose/docker-compose.ci-test.yml'
+              - '.github/workflows/ci-backend.yml'
   test:
+    needs: changes
+    if: needs.changes.outputs.backend_changed == 'true'
     name: "Python ${{ matrix.python-version }}"
     runs-on: ubuntu-24.04
     strategy:
@@ -100,6 +136,8 @@ jobs:
           docker compose --file docker/compose/docker-compose.ci-test.yml logs
           docker compose --file docker/compose/docker-compose.ci-test.yml down
   typing:
+    needs: changes
+    if: needs.changes.outputs.backend_changed == 'true'
     name: Check project typing
     runs-on: ubuntu-24.04
     env:
@@ -150,3 +188,27 @@ jobs:
             --show-error-codes \
             --warn-unused-configs \
             src/ | uv run mypy-baseline filter
+  gate:
+    name: Backend CI Gate
+    needs: [changes, test, typing]
+    if: always()
+    runs-on: ubuntu-slim
+    steps:
+      - name: Check gate
+        run: |
+          if [[ "${{ needs.changes.outputs.backend_changed }}" != "true" ]]; then
+            echo "No backend-relevant changes detected."
+            exit 0
+          fi
+
+          if [[ "${{ needs.test.result }}" != "success" ]]; then
+            echo "::error::Backend test job result: ${{ needs.test.result }}"
+            exit 1
+          fi
+
+          if [[ "${{ needs.typing.result }}" != "success" ]]; then
+            echo "::error::Backend typing job result: ${{ needs.typing.result }}"
+            exit 1
+          fi
+
+          echo "Backend checks passed."

.github/workflows/ci-docker.yml

@@ -149,15 +149,16 @@ jobs:
           mkdir -p /tmp/digests
           digest="${{ steps.build.outputs.digest }}"
           echo "digest=${digest}"
-          touch "/tmp/digests/${digest#sha256:}"
+          echo "${digest}" > "/tmp/digests/digest-${{ matrix.arch }}.txt"
       - name: Upload digest
         if: steps.check-push.outputs.should-push == 'true'
         uses: actions/upload-artifact@v7.0.0
         with:
           name: digests-${{ matrix.arch }}
-          path: /tmp/digests/*
+          path: /tmp/digests/digest-${{ matrix.arch }}.txt
           if-no-files-found: error
           retention-days: 1
+          archive: false
   merge-and-push:
     name: Merge and Push Manifest
     runs-on: ubuntu-24.04
@@ -171,7 +172,7 @@ jobs:
         uses: actions/download-artifact@v8.0.0
         with:
           path: /tmp/digests
-          pattern: digests-*
+          pattern: digest-*.txt
           merge-multiple: true
       - name: List digests
         run: |
@@ -217,8 +218,9 @@ jobs:
           tags=$(jq -cr '.tags | map("-t " + .) | join(" ")' <<< "${DOCKER_METADATA_OUTPUT_JSON}")
 
           digests=""
-          for digest in *; do
+          for digest_file in digest-*.txt; do
-            digests+="${{ env.REGISTRY }}/${REPOSITORY}@sha256:${digest} "
+            digest=$(cat "${digest_file}")
+            digests+="${{ env.REGISTRY }}/${REPOSITORY}@${digest} "
           done
 
           echo "Creating manifest with tags: ${tags}"

.github/workflows/ci-docs.yml

@@ -1,22 +1,9 @@
 name: Documentation
 on:
   push:
-    branches:
+    branches-ignore:
-      - main
+      - 'translations**'
-      - dev
-    paths:
-      - 'docs/**'
-      - 'zensical.toml'
-      - 'pyproject.toml'
-      - 'uv.lock'
-      - '.github/workflows/ci-docs.yml'
   pull_request:
-    paths:
-      - 'docs/**'
-      - 'zensical.toml'
-      - 'pyproject.toml'
-      - 'uv.lock'
-      - '.github/workflows/ci-docs.yml'
   workflow_dispatch:
 concurrency:
   group: docs-${{ github.event.pull_request.number || github.ref }}
@@ -29,7 +16,55 @@ env:
   DEFAULT_UV_VERSION: "0.10.x"
   DEFAULT_PYTHON_VERSION: "3.12"
 jobs:
+  changes:
+    name: Detect Docs Changes
+    runs-on: ubuntu-slim
+    outputs:
+      docs_changed: ${{ steps.force.outputs.run_all == 'true' || steps.filter.outputs.docs == 'true' }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v6.0.2
+        with:
+          fetch-depth: 0
+      - name: Decide run mode
+        id: force
+        run: |
+          if [[ "${{ github.event_name }}" == "workflow_dispatch" ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          elif [[ "${{ github.event_name }}" == "push" && ( "${{ github.ref_name }}" == "main" || "${{ github.ref_name }}" == "dev" ) ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          else
+            echo "run_all=false" >> "$GITHUB_OUTPUT"
+          fi
+      - name: Set diff range
+        id: range
+        if: steps.force.outputs.run_all != 'true'
+        run: |
+          if [[ "${{ github.event_name }}" == "pull_request" ]]; then
+            echo "base=${{ github.event.pull_request.base.sha }}" >> "$GITHUB_OUTPUT"
+          elif [[ "${{ github.event.created }}" == "true" ]]; then
+            echo "base=${{ github.event.repository.default_branch }}" >> "$GITHUB_OUTPUT"
+          else
+            echo "base=${{ github.event.before }}" >> "$GITHUB_OUTPUT"
+          fi
+          echo "ref=${{ github.sha }}" >> "$GITHUB_OUTPUT"
+      - name: Detect changes
+        id: filter
+        if: steps.force.outputs.run_all != 'true'
+        uses: dorny/paths-filter@v3.0.2
+        with:
+          base: ${{ steps.range.outputs.base }}
+          ref: ${{ steps.range.outputs.ref }}
+          filters: |
+            docs:
+              - 'docs/**'
+              - 'zensical.toml'
+              - 'pyproject.toml'
+              - 'uv.lock'
+              - '.github/workflows/ci-docs.yml'
   build:
+    needs: changes
+    if: needs.changes.outputs.docs_changed == 'true'
     name: Build Documentation
     runs-on: ubuntu-24.04
     steps:
@@ -64,8 +99,8 @@ jobs:
           name: github-pages-${{ github.run_id }}-${{ github.run_attempt }}
   deploy:
     name: Deploy Documentation
-    needs: build
+    needs: [changes, build]
-    if: github.event_name == 'push' && github.ref == 'refs/heads/main'
+    if: github.event_name == 'push' && github.ref == 'refs/heads/main' && needs.changes.outputs.docs_changed == 'true'
     runs-on: ubuntu-24.04
     environment:
       name: github-pages
@@ -76,3 +111,22 @@ jobs:
         id: deployment
         with:
           artifact_name: github-pages-${{ github.run_id }}-${{ github.run_attempt }}
+  gate:
+    name: Docs CI Gate
+    needs: [changes, build]
+    if: always()
+    runs-on: ubuntu-slim
+    steps:
+      - name: Check gate
+        run: |
+          if [[ "${{ needs.changes.outputs.docs_changed }}" != "true" ]]; then
+            echo "No docs-relevant changes detected."
+            exit 0
+          fi
+
+          if [[ "${{ needs.build.result }}" != "success" ]]; then
+            echo "::error::Docs build job result: ${{ needs.build.result }}"
+            exit 1
+          fi
+
+          echo "Docs checks passed."

.github/workflows/ci-frontend.yml

@@ -3,21 +3,60 @@ on:
   push:
     branches-ignore:
       - 'translations**'
-    paths:
-      - 'src-ui/**'
-      - '.github/workflows/ci-frontend.yml'
   pull_request:
     branches-ignore:
       - 'translations**'
-    paths:
-      - 'src-ui/**'
-      - '.github/workflows/ci-frontend.yml'
   workflow_dispatch:
 concurrency:
   group: frontend-${{ github.event.pull_request.number || github.ref }}
   cancel-in-progress: true
 jobs:
+  changes:
+    name: Detect Frontend Changes
+    runs-on: ubuntu-slim
+    outputs:
+      frontend_changed: ${{ steps.force.outputs.run_all == 'true' || steps.filter.outputs.frontend == 'true' }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v6.0.2
+        with:
+          fetch-depth: 0
+      - name: Decide run mode
+        id: force
+        run: |
+          if [[ "${{ github.event_name }}" == "workflow_dispatch" ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          elif [[ "${{ github.event_name }}" == "push" && ( "${{ github.ref_name }}" == "main" || "${{ github.ref_name }}" == "dev" ) ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          else
+            echo "run_all=false" >> "$GITHUB_OUTPUT"
+          fi
+      - name: Set diff range
+        id: range
+        if: steps.force.outputs.run_all != 'true'
+        run: |
+          if [[ "${{ github.event_name }}" == "pull_request" ]]; then
+            echo "base=${{ github.event.pull_request.base.sha }}" >> "$GITHUB_OUTPUT"
+          elif [[ "${{ github.event.created }}" == "true" ]]; then
+            echo "base=${{ github.event.repository.default_branch }}" >> "$GITHUB_OUTPUT"
+          else
+            echo "base=${{ github.event.before }}" >> "$GITHUB_OUTPUT"
+          fi
+          echo "ref=${{ github.sha }}" >> "$GITHUB_OUTPUT"
+      - name: Detect changes
+        id: filter
+        if: steps.force.outputs.run_all != 'true'
+        uses: dorny/paths-filter@v3.0.2
+        with:
+          base: ${{ steps.range.outputs.base }}
+          ref: ${{ steps.range.outputs.ref }}
+          filters: |
+            frontend:
+              - 'src-ui/**'
+              - '.github/workflows/ci-frontend.yml'
   install-dependencies:
+    needs: changes
+    if: needs.changes.outputs.frontend_changed == 'true'
     name: Install Dependencies
     runs-on: ubuntu-24.04
     steps:
@@ -45,7 +84,8 @@ jobs:
         run: cd src-ui && pnpm install
   lint:
     name: Lint
-    needs: install-dependencies
+    needs: [changes, install-dependencies]
+    if: needs.changes.outputs.frontend_changed == 'true'
     runs-on: ubuntu-24.04
     steps:
       - name: Checkout
@@ -73,7 +113,8 @@ jobs:
         run: cd src-ui && pnpm run lint
   unit-tests:
     name: "Unit Tests (${{ matrix.shard-index }}/${{ matrix.shard-count }})"
-    needs: install-dependencies
+    needs: [changes, install-dependencies]
+    if: needs.changes.outputs.frontend_changed == 'true'
     runs-on: ubuntu-24.04
     strategy:
       fail-fast: false
@@ -119,7 +160,8 @@ jobs:
           directory: src-ui/coverage/
   e2e-tests:
     name: "E2E Tests (${{ matrix.shard-index }}/${{ matrix.shard-count }})"
-    needs: install-dependencies
+    needs: [changes, install-dependencies]
+    if: needs.changes.outputs.frontend_changed == 'true'
     runs-on: ubuntu-24.04
     container: mcr.microsoft.com/playwright:v1.58.2-noble
     env:
@@ -159,7 +201,8 @@ jobs:
         run: cd src-ui && pnpm exec playwright test --shard ${{ matrix.shard-index }}/${{ matrix.shard-count }}
   bundle-analysis:
     name: Bundle Analysis
-    needs: [unit-tests, e2e-tests]
+    needs: [changes, unit-tests, e2e-tests]
+    if: needs.changes.outputs.frontend_changed == 'true'
     runs-on: ubuntu-24.04
     steps:
       - name: Checkout
@@ -189,3 +232,42 @@ jobs:
         env:
           CODECOV_TOKEN: ${{ secrets.CODECOV_TOKEN }}
         run: cd src-ui && pnpm run build --configuration=production
+  gate:
+    name: Frontend CI Gate
+    needs: [changes, install-dependencies, lint, unit-tests, e2e-tests, bundle-analysis]
+    if: always()
+    runs-on: ubuntu-slim
+    steps:
+      - name: Check gate
+        run: |
+          if [[ "${{ needs.changes.outputs.frontend_changed }}" != "true" ]]; then
+            echo "No frontend-relevant changes detected."
+            exit 0
+          fi
+
+          if [[ "${{ needs['install-dependencies'].result }}" != "success" ]]; then
+            echo "::error::Frontend install job result: ${{ needs['install-dependencies'].result }}"
+            exit 1
+          fi
+
+          if [[ "${{ needs.lint.result }}" != "success" ]]; then
+            echo "::error::Frontend lint job result: ${{ needs.lint.result }}"
+            exit 1
+          fi
+
+          if [[ "${{ needs['unit-tests'].result }}" != "success" ]]; then
+            echo "::error::Frontend unit-tests job result: ${{ needs['unit-tests'].result }}"
+            exit 1
+          fi
+
+          if [[ "${{ needs['e2e-tests'].result }}" != "success" ]]; then
+            echo "::error::Frontend e2e-tests job result: ${{ needs['e2e-tests'].result }}"
+            exit 1
+          fi
+
+          if [[ "${{ needs['bundle-analysis'].result }}" != "success" ]]; then
+            echo "::error::Frontend bundle-analysis job result: ${{ needs['bundle-analysis'].result }}"
+            exit 1
+          fi
+
+          echo "Frontend checks passed."

.github/workflows/pr-bot.yml

@@ -2,13 +2,24 @@ name: PR Bot
 on:
   pull_request_target:
     types: [opened]
-permissions:
-  contents: read
-  pull-requests: write
 jobs:
+  anti-slop:
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      issues: read
+      pull-requests: write
+    steps:
+      - uses: peakoss/anti-slop@v0.2.1
+        with:
+          max-failures: 4
+          failure-add-pr-labels: 'ai'
   pr-bot:
     name: Automated PR Bot
     runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      pull-requests: write
     steps:
       - name: Label PR by file path or branch name
         # see .github/labeler.yml for the labeler config

.pre-commit-config.yaml

@@ -50,7 +50,7 @@ repos:
           - 'prettier-plugin-organize-imports@4.1.0'
   # Python hooks
   - repo: https://github.com/astral-sh/ruff-pre-commit
-    rev: v0.15.0
+    rev: v0.15.5
     hooks:
       - id: ruff-check
       - id: ruff-format

Dockerfile

@@ -30,7 +30,7 @@ RUN set -eux \
 # Purpose: Installs s6-overlay and rootfs
 # Comments:
 #  - Don't leave anything extra in here either
-FROM ghcr.io/astral-sh/uv:0.10.7-python3.12-trixie-slim AS s6-overlay-base
+FROM ghcr.io/astral-sh/uv:0.10.9-python3.12-trixie-slim AS s6-overlay-base
 
 WORKDIR /usr/src/s6
 

docs/api.md

@@ -305,52 +305,16 @@ The following methods are supported:
         -   `"merge": true or false` (defaults to false)
     -   The `merge` flag determines if the supplied permissions will overwrite all existing permissions (including
         removing them) or be merged with existing permissions.
--   `edit_pdf`
-    -   Requires `parameters`:
-        -   `"doc_ids": [DOCUMENT_ID]` A list of a single document ID to edit.
-        -   `"operations": [OPERATION, ...]` A list of operations to perform on the documents. Each operation is a dictionary
-            with the following keys:
-            -   `"page": PAGE_NUMBER` The page number to edit (1-based).
-            -   `"rotate": DEGREES` Optional rotation in degrees (90, 180, 270).
-            -   `"doc": OUTPUT_DOCUMENT_INDEX` Optional index of the output document for split operations.
-    -   Optional `parameters`:
-        -   `"delete_original": true` to delete the original documents after editing.
-        -   `"update_document": true` to add the edited PDF as a new version of the root document.
-        -   `"include_metadata": true` to copy metadata from the original document to the edited document.
--   `remove_password`
-    -   Requires `parameters`:
-        -   `"password": "PASSWORD_STRING"` The password to remove from the PDF documents.
-    -   Optional `parameters`:
-        -   `"update_document": true` to add the password-less PDF as a new version of the root document.
-        -   `"delete_original": true` to delete the original document after editing.
-        -   `"include_metadata": true` to copy metadata from the original document to the new password-less document.
--   `merge`
-    -   No additional `parameters` required.
-    -   The ordering of the merged document is determined by the list of IDs.
-    -   Optional `parameters`:
-        -   `"metadata_document_id": DOC_ID` apply metadata (tags, correspondent, etc.) from this document to the merged document.
-        -   `"delete_originals": true` to delete the original documents. This requires the calling user being the owner of
-            all documents that are merged.
--   `split`
-    -   Requires `parameters`:
-        -   `"pages": [..]` The list should be a list of pages and/or a ranges, separated by commas e.g. `"[1,2-3,4,5-7]"`
-    -   Optional `parameters`:
-        -   `"delete_originals": true` to delete the original document after consumption. This requires the calling user being the owner of
-            the document.
-    -   The split operation only accepts a single document.
--   `rotate`
-    -   Requires `parameters`:
-        -   `"degrees": DEGREES`. Must be an integer i.e. 90, 180, 270
--   `delete_pages`
-    -   Requires `parameters`:
-        -   `"pages": [..]` The list should be a list of integers e.g. `"[2,3,4]"`
-    -   The delete_pages operation only accepts a single document.
 -   `modify_custom_fields`
     -   Requires `parameters`:
         -   `"add_custom_fields": { CUSTOM_FIELD_ID: VALUE }`: JSON object consisting of custom field id:value pairs to add to the document, can also be a list of custom field IDs
             to add with empty values.
         -   `"remove_custom_fields": [CUSTOM_FIELD_ID]`: custom field ids to remove from the document.
 
+#### Document-editing operations
+
+Beginning with version 10+, the API supports individual endpoints for document-editing operations (`merge`, `rotate`, `edit_pdf`, etc), thus their documentation can be found in the API spec / viewer. Legacy document-editing methods via `/api/documents/bulk_edit/` are still supported for compatibility, are deprecated and clients should migrate to the individual endpoints before they are removed in a future version.
+
 ### Objects
 
 Bulk editing for objects (tags, document types etc.) currently supports set permissions or delete
@@ -369,41 +333,38 @@ operations, using the endpoint: `/api/bulk_edit_objects/`, which requires a json
 
 ## API Versioning
 
-The REST API is versioned since Paperless-ngx 1.3.0.
+The REST API is versioned.
 
 -   Versioning ensures that changes to the API don't break older
     clients.
 -   Clients specify the specific version of the API they wish to use
     with every request and Paperless will handle the request using the
     specified API version.
--   Even if the underlying data model changes, older API versions will
+-   Even if the underlying data model changes, supported older API
-    always serve compatible data.
+    versions continue to serve compatible data.
--   If no version is specified, Paperless will serve version 1 to ensure
+-   If no version is specified, Paperless serves the configured default
-    compatibility with older clients that do not request a specific API
+    API version (currently `10`).
-    version.
+-   Supported API versions are currently `9` and `10`.
 
 API versions are specified by submitting an additional HTTP `Accept`
 header with every request:
 
 ```
-Accept: application/json; version=6
+Accept: application/json; version=10
 ```
 
-If an invalid version is specified, Paperless 1.3.0 will respond with
+If an invalid version is specified, Paperless responds with
-"406 Not Acceptable" and an error message in the body. Earlier
+`406 Not Acceptable` and an error message in the body.
-versions of Paperless will serve API version 1 regardless of whether a
-version is specified via the `Accept` header.
 
 If a client wishes to verify whether it is compatible with any given
 server, the following procedure should be performed:
 
-1.  Perform an _authenticated_ request against any API endpoint. If the
+1.  Perform an _authenticated_ request against any API endpoint. The
-    server is on version 1.3.0 or newer, the server will add two custom
+    server will add two custom headers to the response:
-    headers to the response:
 
     ```
-    X-Api-Version: 2
+    X-Api-Version: 10
-    X-Version: 1.3.0
+    X-Version: <server-version>
     ```
 
 2.  Determine whether the client is compatible with this server based on
@@ -470,4 +431,9 @@ Initial API version.
 #### Version 10
 
 -   The `show_on_dashboard` and `show_in_sidebar` fields of saved views have been
-    removed. Relevant settings are now stored in the UISettings model.
+    removed. Relevant settings are now stored in the UISettings model. Compatibility is maintained
+    for versions < 10 until support for API v9 is dropped.
+-   Document-editing operations such as `merge`, `rotate`, and `edit_pdf` have been
+    moved from the bulk edit endpoint to their own individual endpoints. Using these methods via
+    the bulk edit endpoint is still supported for compatibility with versions < 10 until support
+    for API v9 is dropped.

docs/development.md

@@ -75,13 +75,13 @@ first-time setup.
 4.  Install the Python dependencies:
 
     ```bash
-    $ uv sync --group dev
+    uv sync --group dev
     ```
 
 5.  Install pre-commit hooks:
 
     ```bash
-    $ uv run prek install
+    uv run prek install
     ```
 
 6.  Apply migrations and create a superuser (also can be done via the web UI) for your development instance:
@@ -89,8 +89,8 @@ first-time setup.
     ```bash
     # src/
 
-    $ uv run manage.py migrate
+    uv run manage.py migrate
-    $ uv run manage.py createsuperuser
+    uv run manage.py createsuperuser
     ```
 
 7.  You can now either ...
@@ -103,7 +103,7 @@ first-time setup.
 
     -   spin up a bare Redis container
 
-        ```
+        ```bash
         docker run -d -p 6379:6379 --restart unless-stopped redis:latest
         ```
 
@@ -118,18 +118,18 @@ work well for development, but you can use whatever you want.
 Configure the IDE to use the `src/`-folder as the base source folder.
 Configure the following launch configurations in your IDE:
 
--   `python3 manage.py runserver`
+-   `uv run manage.py runserver`
--   `python3 manage.py document_consumer`
+-   `uv run manage.py document_consumer`
--   `celery --app paperless worker -l DEBUG` (or any other log level)
+-   `uv run celery --app paperless worker -l DEBUG` (or any other log level)
 
 To start them all:
 
 ```bash
 # src/
 
-$ python3 manage.py runserver & \
+uv run manage.py runserver & \
-  python3 manage.py document_consumer & \
+  uv run manage.py document_consumer & \
-  celery --app paperless worker -l DEBUG
+  uv run celery --app paperless worker -l DEBUG
 ```
 
 You might need the front end to test your back end code.
@@ -140,8 +140,8 @@ To build the front end once use this command:
 ```bash
 # src-ui/
 
-$ pnpm install
+pnpm install
-$ ng build --configuration production
+pnpm ng build --configuration production
 ```
 
 ### Testing
@@ -199,7 +199,7 @@ The front end is built using AngularJS. In order to get started, you need Node.j
 4.  You can launch a development server by running:
 
     ```bash
-    ng serve
+    pnpm ng serve
     ```
 
     This will automatically update whenever you save. However, in-place
@@ -217,21 +217,21 @@ commit. See [above](#code-formatting-with-pre-commit-hooks) for installation ins
 command such as
 
 ```bash
-$ git ls-files -- '*.ts' | xargs prek run prettier --files
+git ls-files -- '*.ts' | xargs uv run prek run prettier --files
 ```
 
 Front end testing uses Jest and Playwright. Unit tests and e2e tests,
 respectively, can be run non-interactively with:
 
 ```bash
-$ ng test
+pnpm ng test
-$ npx playwright test
+pnpm playwright test
 ```
 
 Playwright also includes a UI which can be run with:
 
 ```bash
-$ npx playwright test --ui
+pnpm playwright test --ui
 ```
 
 ### Building the frontend
@@ -239,7 +239,7 @@ $ npx playwright test --ui
 In order to build the front end and serve it as part of Django, execute:
 
 ```bash
-$ ng build --configuration production
+pnpm ng build --configuration production
 ```
 
 This will build the front end and put it in a location from which the
@@ -312,10 +312,10 @@ end (such as error messages).
 -   The source language of the project is "en_US".
 -   Localization files end up in the folder `src/locale/`.
 -   In order to extract strings from the application, call
-    `python3 manage.py makemessages -l en_US`. This is important after
+    `uv run manage.py makemessages -l en_US`. This is important after
     making changes to translatable strings.
 -   The message files need to be compiled for them to show up in the
-    application. Call `python3 manage.py compilemessages` to do this.
+    application. Call `uv run manage.py compilemessages` to do this.
     The generated files don't get committed into git, since these are
     derived artifacts. The build pipeline takes care of executing this
     command.

pyproject.toml

@@ -45,10 +45,11 @@ dependencies = [
   "drf-spectacular-sidecar~=2026.1.1",
   "drf-writable-nested~=0.7.1",
   "faiss-cpu>=1.10",
-  "filelock~=3.24.3",
+  "filelock~=3.20.3",
   "flower~=2.0.1",
   "gotenberg-client~=0.13.1",
   "httpx-oauth~=0.16",
+  "ijson>=3.2",
   "imap-tools~=1.11.0",
   "jinja2~=3.1.5",
   "langdetect~=1.0.9",
@@ -73,7 +74,6 @@ dependencies = [
   "regex>=2025.9.18",
   "scikit-learn~=1.7.0",
   "sentence-transformers>=4.1",
-  "servestatic>=4",
   "setproctitle~=1.3.4",
   "tika-client~=0.10.0",
   "torch~=2.10.0",

scripts/post-consumption-example.sh

@@ -19,6 +19,4 @@ following additional information about it:
 * Correspondent: ${DOCUMENT_CORRESPONDENT}
 * Tags: ${DOCUMENT_TAGS}
 
-It was consumed with the passphrase ${PASSPHRASE}
-
 "

src-ui/messages.xlf

@@ -1217,7 +1217,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1760</context>
+          <context context-type="linenumber">1758</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1577733187050997705" datatype="html">
@@ -2802,19 +2802,19 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1761</context>
+          <context context-type="linenumber">1759</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">802</context>
+          <context context-type="linenumber">833</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">835</context>
+          <context context-type="linenumber">871</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">854</context>
+          <context context-type="linenumber">894</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/document-attributes/custom-fields/custom-fields.component.ts</context>
@@ -3404,27 +3404,27 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">445</context>
+          <context context-type="linenumber">470</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">485</context>
+          <context context-type="linenumber">510</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">523</context>
+          <context context-type="linenumber">548</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">561</context>
+          <context context-type="linenumber">586</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">623</context>
+          <context context-type="linenumber">648</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">756</context>
+          <context context-type="linenumber">781</context>
         </context-group>
       </trans-unit>
       <trans-unit id="994016933065248559" datatype="html">
@@ -3434,39 +3434,46 @@
           <context context-type="linenumber">9</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="6705735915615634619" datatype="html">
+        <source>{VAR_PLURAL, plural, =1 {One page} other {<x id="INTERPOLATION"/> pages}}</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.html</context>
+          <context context-type="linenumber">25</context>
+        </context-group>
+      </trans-unit>
       <trans-unit id="7508164375697837821" datatype="html">
         <source>Use metadata from:</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.html</context>
-          <context context-type="linenumber">22</context>
+          <context context-type="linenumber">34</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2020403212524346652" datatype="html">
         <source>Regenerate all metadata</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.html</context>
-          <context context-type="linenumber">24</context>
+          <context context-type="linenumber">36</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2710430925353472741" datatype="html">
         <source>Try to include archive version in merge for non-PDF files</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.html</context>
-          <context context-type="linenumber">32</context>
+          <context context-type="linenumber">44</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5612366187076076264" datatype="html">
         <source>Delete original documents after successful merge</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.html</context>
-          <context context-type="linenumber">36</context>
+          <context context-type="linenumber">48</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5138283234724909648" datatype="html">
         <source>Note that only PDFs will be included.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.html</context>
-          <context context-type="linenumber">39</context>
+          <context context-type="linenumber">51</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1309641780471803652" datatype="html">
@@ -3505,7 +3512,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1814</context>
+          <context context-type="linenumber">1812</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6661109599266152398" datatype="html">
@@ -3516,7 +3523,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1815</context>
+          <context context-type="linenumber">1813</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5162686434580248853" datatype="html">
@@ -3527,7 +3534,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1816</context>
+          <context context-type="linenumber">1814</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8157388568390631653" datatype="html">
@@ -5492,7 +5499,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">760</context>
+          <context context-type="linenumber">785</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4522609911791833187" datatype="html">
@@ -7320,7 +7327,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">390</context>
+          <context context-type="linenumber">415</context>
         </context-group>
         <note priority="1" from="description">this string is used to separate processing, failed and added on the file upload widget</note>
       </trans-unit>
@@ -7844,7 +7851,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">758</context>
+          <context context-type="linenumber">783</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7295637485862454066" datatype="html">
@@ -7862,7 +7869,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">798</context>
+          <context context-type="linenumber">829</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2951161989614003846" datatype="html">
@@ -7883,88 +7890,88 @@
         <source>Reprocess operation for &quot;<x id="PH" equiv-text="this.document.title"/>&quot; will begin in the background.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1387</context>
+          <context context-type="linenumber">1385</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4409560272830824468" datatype="html">
         <source>Error executing operation</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1398</context>
+          <context context-type="linenumber">1396</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6030453331794586802" datatype="html">
         <source>Error downloading document</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1461</context>
+          <context context-type="linenumber">1459</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4458954481601077369" datatype="html">
         <source>Page Fit</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1541</context>
+          <context context-type="linenumber">1539</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4663705961777238777" datatype="html">
         <source>PDF edit operation for &quot;<x id="PH" equiv-text="this.document.title"/>&quot; will begin in the background.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1781</context>
+          <context context-type="linenumber">1779</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9043972994040261999" datatype="html">
         <source>Error executing PDF edit operation</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1793</context>
+          <context context-type="linenumber">1791</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6172690334763056188" datatype="html">
         <source>Please enter the current password before attempting to remove it.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1804</context>
+          <context context-type="linenumber">1802</context>
         </context-group>
       </trans-unit>
       <trans-unit id="968660764814228922" datatype="html">
         <source>Password removal operation for &quot;<x id="PH" equiv-text="this.document.title"/>&quot; will begin in the background.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1838</context>
+          <context context-type="linenumber">1836</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2282118435712883014" datatype="html">
         <source>Error executing password removal operation</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1852</context>
+          <context context-type="linenumber">1850</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3740891324955700797" datatype="html">
         <source>Print failed.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1891</context>
+          <context context-type="linenumber">1889</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6457245677384603573" datatype="html">
         <source>Error loading document for printing.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1903</context>
+          <context context-type="linenumber">1901</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6085793215710522488" datatype="html">
         <source>An error occurred loading tiff: <x id="PH" equiv-text="err.toString()"/></source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1968</context>
+          <context context-type="linenumber">1966</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
-          <context context-type="linenumber">1972</context>
+          <context context-type="linenumber">1970</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4958946940233632319" datatype="html">
@@ -8208,25 +8215,25 @@
         <source>Error executing bulk operation</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">294</context>
+          <context context-type="linenumber">321</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7894972847287473517" datatype="html">
         <source>&quot;<x id="PH" equiv-text="items[0].name"/>&quot;</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">382</context>
+          <context context-type="linenumber">407</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">388</context>
+          <context context-type="linenumber">413</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8639884465898458690" datatype="html">
         <source>&quot;<x id="PH" equiv-text="items[0].name"/>&quot; and &quot;<x id="PH_1" equiv-text="items[1].name"/>&quot;</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">384</context>
+          <context context-type="linenumber">409</context>
         </context-group>
         <note priority="1" from="description">This is for messages like &apos;modify &quot;tag1&quot; and &quot;tag2&quot;&apos;</note>
       </trans-unit>
@@ -8234,7 +8241,7 @@
         <source><x id="PH" equiv-text="list"/> and &quot;<x id="PH_1" equiv-text="items[items.length - 1].name"/>&quot;</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">392,394</context>
+          <context context-type="linenumber">417,419</context>
         </context-group>
         <note priority="1" from="description">this is for messages like &apos;modify &quot;tag1&quot;, &quot;tag2&quot; and &quot;tag3&quot;&apos;</note>
       </trans-unit>
@@ -8242,14 +8249,14 @@
         <source>Confirm tags assignment</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">409</context>
+          <context context-type="linenumber">434</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6619516195038467207" datatype="html">
         <source>This operation will add the tag &quot;<x id="PH" equiv-text="tag.name"/>&quot; to <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">415</context>
+          <context context-type="linenumber">440</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1894412783609570695" datatype="html">
@@ -8258,14 +8265,14 @@
         )"/> to <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">420,422</context>
+          <context context-type="linenumber">445,447</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7181166515756808573" datatype="html">
         <source>This operation will remove the tag &quot;<x id="PH" equiv-text="tag.name"/>&quot; from <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">428</context>
+          <context context-type="linenumber">453</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3819792277998068944" datatype="html">
@@ -8274,7 +8281,7 @@
         )"/> from <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">433,435</context>
+          <context context-type="linenumber">458,460</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2739066218579571288" datatype="html">
@@ -8285,84 +8292,84 @@
         )"/> on <x id="PH_2" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">437,441</context>
+          <context context-type="linenumber">462,466</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2996713129519325161" datatype="html">
         <source>Confirm correspondent assignment</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">478</context>
+          <context context-type="linenumber">503</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6900893559485781849" datatype="html">
         <source>This operation will assign the correspondent &quot;<x id="PH" equiv-text="correspondent.name"/>&quot; to <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">480</context>
+          <context context-type="linenumber">505</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1257522660364398440" datatype="html">
         <source>This operation will remove the correspondent from <x id="PH" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">482</context>
+          <context context-type="linenumber">507</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5393409374423140648" datatype="html">
         <source>Confirm document type assignment</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">516</context>
+          <context context-type="linenumber">541</context>
         </context-group>
       </trans-unit>
       <trans-unit id="332180123895325027" datatype="html">
         <source>This operation will assign the document type &quot;<x id="PH" equiv-text="documentType.name"/>&quot; to <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">518</context>
+          <context context-type="linenumber">543</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2236642492594872779" datatype="html">
         <source>This operation will remove the document type from <x id="PH" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">520</context>
+          <context context-type="linenumber">545</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6386555513013840736" datatype="html">
         <source>Confirm storage path assignment</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">554</context>
+          <context context-type="linenumber">579</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8750527458618415924" datatype="html">
         <source>This operation will assign the storage path &quot;<x id="PH" equiv-text="storagePath.name"/>&quot; to <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">556</context>
+          <context context-type="linenumber">581</context>
         </context-group>
       </trans-unit>
       <trans-unit id="60728365335056946" datatype="html">
         <source>This operation will remove the storage path from <x id="PH" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">558</context>
+          <context context-type="linenumber">583</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4187352575310415704" datatype="html">
         <source>Confirm custom field assignment</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">587</context>
+          <context context-type="linenumber">612</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7966494636326273856" datatype="html">
         <source>This operation will assign the custom field &quot;<x id="PH" equiv-text="customField.name"/>&quot; to <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">593</context>
+          <context context-type="linenumber">618</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5789455969634598553" datatype="html">
@@ -8371,14 +8378,14 @@
         )"/> to <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">598,600</context>
+          <context context-type="linenumber">623,625</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5648572354333199245" datatype="html">
         <source>This operation will remove the custom field &quot;<x id="PH" equiv-text="customField.name"/>&quot; from <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">606</context>
+          <context context-type="linenumber">631</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6666899594015948817" datatype="html">
@@ -8387,7 +8394,7 @@
         )"/> from <x id="PH_1" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">611,613</context>
+          <context context-type="linenumber">636,638</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8050047262594964176" datatype="html">
@@ -8398,91 +8405,91 @@
         )"/> on <x id="PH_2" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">615,619</context>
+          <context context-type="linenumber">640,644</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8615059324209654051" datatype="html">
         <source>Move <x id="PH" equiv-text="this.list.selected.size"/> selected document(s) to the trash?</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">757</context>
+          <context context-type="linenumber">782</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8585195717323764335" datatype="html">
         <source>This operation will permanently recreate the archive files for <x id="PH" equiv-text="this.list.selected.size"/> selected document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">799</context>
+          <context context-type="linenumber">830</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7366623494074776040" datatype="html">
         <source>The archive files will be re-generated with the current settings.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">800</context>
+          <context context-type="linenumber">831</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6555329262222566158" datatype="html">
         <source>Rotate confirm</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">832</context>
+          <context context-type="linenumber">868</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5203024009814367559" datatype="html">
         <source>This operation will add rotated versions of the <x id="PH" equiv-text="this.list.selected.size"/> document(s).</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">833</context>
+          <context context-type="linenumber">869</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7910756456450124185" datatype="html">
         <source>Merge confirm</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">852</context>
+          <context context-type="linenumber">892</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7643543647233874431" datatype="html">
         <source>This operation will merge <x id="PH" equiv-text="this.list.selected.size"/> selected documents into a new document.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">853</context>
+          <context context-type="linenumber">893</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7869008840945899895" datatype="html">
         <source>Merged document will be queued for consumption.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">872</context>
+          <context context-type="linenumber">916</context>
         </context-group>
       </trans-unit>
       <trans-unit id="476913782630693351" datatype="html">
         <source>Custom fields updated.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">896</context>
+          <context context-type="linenumber">940</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3873496751167944011" datatype="html">
         <source>Error updating custom fields.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">905</context>
+          <context context-type="linenumber">949</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6144801143088984138" datatype="html">
         <source>Share link bundle creation requested.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">945</context>
+          <context context-type="linenumber">989</context>
         </context-group>
       </trans-unit>
       <trans-unit id="46019676931295023" datatype="html">
         <source>Share link bundle creation is not available yet.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">952</context>
+          <context context-type="linenumber">996</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6307402210351946694" datatype="html">

src-ui/src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.html

@@ -10,10 +10,22 @@
         <ul class="list-group"
             cdkDropList
             (cdkDropListDropped)="onDrop($event)">
-            @for (documentID of documentIDs; track documentID) {
+            @for (document of documents; track document.id) {
-                <li class="list-group-item" cdkDrag>
+                <li class="list-group-item d-flex align-items-center" cdkDrag>
                     <i-bs name="grip-vertical" class="me-2"></i-bs>
-                    {{getDocument(documentID)?.title}}
+                    <div class="d-flex flex-column">
+                        <div>
+                          @if (document.correspondent) {
+                            <b>{{document.correspondent | correspondentName | async}}: </b>
+                          }{{document.title}}
+                        </div>
+                        <small class="text-muted">
+                          {{document.created | customDate:'mediumDate'}}
+                          @if (document.page_count) {
+                            | {document.page_count, plural, =1 {One page} other {{{document.page_count}} pages}}
+                          }
+                        </small>
+                    </div>
                 </li>
             }
         </ul>

src-ui/src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.ts

@@ -3,11 +3,14 @@ import {
   DragDropModule,
   moveItemInArray,
 } from '@angular/cdk/drag-drop'
+import { AsyncPipe } from '@angular/common'
 import { Component, OnInit, inject } from '@angular/core'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { takeUntil } from 'rxjs'
 import { Document } from 'src/app/data/document'
+import { CorrespondentNamePipe } from 'src/app/pipes/correspondent-name.pipe'
+import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { PermissionsService } from 'src/app/services/permissions.service'
 import { DocumentService } from 'src/app/services/rest/document.service'
 import { ConfirmDialogComponent } from '../confirm-dialog.component'
@@ -17,6 +20,9 @@ import { ConfirmDialogComponent } from '../confirm-dialog.component'
   templateUrl: './merge-confirm-dialog.component.html',
   styleUrl: './merge-confirm-dialog.component.scss',
   imports: [
+    AsyncPipe,
+    CorrespondentNamePipe,
+    CustomDatePipe,
     DragDropModule,
     FormsModule,
     ReactiveFormsModule,

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

@@ -950,8 +950,8 @@ describe('DocumentDetailComponent', () => {
 
   it('should support reprocess, confirm and close modal after started', () => {
     initNormally()
-    const bulkEditSpy = jest.spyOn(documentService, 'bulkEdit')
+    const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
-    bulkEditSpy.mockReturnValue(of(true))
+    reprocessSpy.mockReturnValue(of(true))
     let openModal: NgbModalRef
     modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
     const modalSpy = jest.spyOn(modalService, 'open')
@@ -959,7 +959,7 @@ describe('DocumentDetailComponent', () => {
     component.reprocess()
     const modalCloseSpy = jest.spyOn(openModal, 'close')
     openModal.componentInstance.confirmClicked.next()
-    expect(bulkEditSpy).toHaveBeenCalledWith([doc.id], 'reprocess', {})
+    expect(reprocessSpy).toHaveBeenCalledWith([doc.id])
     expect(modalSpy).toHaveBeenCalled()
     expect(toastSpy).toHaveBeenCalled()
     expect(modalCloseSpy).toHaveBeenCalled()
@@ -967,13 +967,13 @@ describe('DocumentDetailComponent', () => {
 
   it('should show error if redo ocr call fails', () => {
     initNormally()
-    const bulkEditSpy = jest.spyOn(documentService, 'bulkEdit')
+    const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
     let openModal: NgbModalRef
     modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
     const toastSpy = jest.spyOn(toastService, 'showError')
     component.reprocess()
     const modalCloseSpy = jest.spyOn(openModal, 'close')
-    bulkEditSpy.mockReturnValue(throwError(() => new Error('error occurred')))
+    reprocessSpy.mockReturnValue(throwError(() => new Error('error occurred')))
     openModal.componentInstance.confirmClicked.next()
     expect(toastSpy).toHaveBeenCalled()
     expect(modalCloseSpy).not.toHaveBeenCalled()
@@ -1669,18 +1669,15 @@ describe('DocumentDetailComponent', () => {
     modal.componentInstance.pages = [{ page: 1, rotate: 0, splitAfter: false }]
     modal.componentInstance.confirm()
     let req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/edit_pdf/`
     )
     expect(req.request.body).toEqual({
       documents: [10],
-      method: 'edit_pdf',
+      operations: [{ page: 1, rotate: 0, doc: 0 }],
-      parameters: {
+      delete_original: false,
-        operations: [{ page: 1, rotate: 0, doc: 0 }],
+      update_document: false,
-        delete_original: false,
+      include_metadata: true,
-        update_document: false,
+      source_mode: 'explicit_selection',
-        include_metadata: true,
-        source_mode: 'explicit_selection',
-      },
     })
     req.error(new ErrorEvent('failed'))
     expect(errorSpy).toHaveBeenCalled()
@@ -1691,7 +1688,7 @@ describe('DocumentDetailComponent', () => {
     modal.componentInstance.deleteOriginal = true
     modal.componentInstance.confirm()
     req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/edit_pdf/`
     )
     req.flush(true)
     expect(closeSpy).toHaveBeenCalled()
@@ -1711,18 +1708,15 @@ describe('DocumentDetailComponent', () => {
     dialog.deleteOriginal = true
     dialog.confirm()
     const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/remove_password/`
     )
     expect(req.request.body).toEqual({
       documents: [10],
-      method: 'remove_password',
+      password: 'secret',
-      parameters: {
+      update_document: false,
-        password: 'secret',
+      include_metadata: false,
-        update_document: false,
+      delete_original: true,
-        include_metadata: false,
+      source_mode: 'explicit_selection',
-        delete_original: true,
-        source_mode: 'explicit_selection',
-      },
     })
     req.flush(true)
   })
@@ -1737,7 +1731,7 @@ describe('DocumentDetailComponent', () => {
 
     expect(errorSpy).toHaveBeenCalled()
     httpTestingController.expectNone(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/remove_password/`
     )
   })
 
@@ -1753,7 +1747,7 @@ describe('DocumentDetailComponent', () => {
       modal.componentInstance as PasswordRemovalConfirmDialogComponent
     dialog.confirm()
     const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/remove_password/`
     )
     req.error(new ErrorEvent('failed'))
 
@@ -1774,7 +1768,7 @@ describe('DocumentDetailComponent', () => {
       modal.componentInstance as PasswordRemovalConfirmDialogComponent
     dialog.confirm()
     const req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/remove_password/`
     )
     req.flush(true)
 

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

@@ -1379,27 +1379,25 @@ export class DocumentDetailComponent
     modal.componentInstance.btnCaption = $localize`Proceed`
     modal.componentInstance.confirmClicked.subscribe(() => {
       modal.componentInstance.buttonsEnabled = false
-      this.documentsService
+      this.documentsService.reprocessDocuments([this.document.id]).subscribe({
-        .bulkEdit([this.document.id], 'reprocess', {})
+        next: () => {
-        .subscribe({
+          this.toastService.showInfo(
-          next: () => {
+            $localize`Reprocess operation for "${this.document.title}" will begin in the background.`
-            this.toastService.showInfo(
+          )
-              $localize`Reprocess operation for "${this.document.title}" will begin in the background.`
+          if (modal) {
-            )
+            modal.close()
-            if (modal) {
+          }
-              modal.close()
+        },
-            }
+        error: (error) => {
-          },
+          if (modal) {
-          error: (error) => {
+            modal.componentInstance.buttonsEnabled = true
-            if (modal) {
+          }
-              modal.componentInstance.buttonsEnabled = true
+          this.toastService.showError(
-            }
+            $localize`Error executing operation`,
-            this.toastService.showError(
+            error
-              $localize`Error executing operation`,
+          )
-              error
+        },
-            )
+      })
-          },
-        })
     })
   }
 
@@ -1766,7 +1764,7 @@ export class DocumentDetailComponent
       .subscribe(() => {
         modal.componentInstance.buttonsEnabled = false
         this.documentsService
-          .bulkEdit([sourceDocumentId], 'edit_pdf', {
+          .editPdfDocuments([sourceDocumentId], {
             operations: modal.componentInstance.getOperations(),
             delete_original: modal.componentInstance.deleteOriginal,
             update_document:
@@ -1824,7 +1822,7 @@ export class DocumentDetailComponent
         dialog.buttonsEnabled = false
         this.networkActive = true
         this.documentsService
-          .bulkEdit([sourceDocumentId], 'remove_password', {
+          .removePasswordDocuments([sourceDocumentId], {
             password: this.password,
             update_document: dialog.updateDocument,
             include_metadata: dialog.includeMetadata,

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

@@ -849,13 +849,11 @@ describe('BulkEditorComponent', () => {
     expect(modal).not.toBeUndefined()
     modal.componentInstance.confirm()
     let req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/delete/`
     )
     req.flush(true)
     expect(req.request.body).toEqual({
       documents: [3, 4],
-      method: 'delete',
-      parameters: {},
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true`
@@ -868,7 +866,7 @@ describe('BulkEditorComponent', () => {
     fixture.detectChanges()
     component.applyDelete()
     req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/delete/`
     )
   })
 
@@ -944,13 +942,11 @@ describe('BulkEditorComponent', () => {
     expect(modal).not.toBeUndefined()
     modal.componentInstance.confirm()
     let req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/reprocess/`
     )
     req.flush(true)
     expect(req.request.body).toEqual({
       documents: [3, 4],
-      method: 'reprocess',
-      parameters: {},
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true`
@@ -979,13 +975,13 @@ describe('BulkEditorComponent', () => {
     modal.componentInstance.rotate()
     modal.componentInstance.confirm()
     let req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/rotate/`
     )
     req.flush(true)
     expect(req.request.body).toEqual({
       documents: [3, 4],
-      method: 'rotate',
+      degrees: 90,
-      parameters: { degrees: 90 },
+      source_mode: 'latest_version',
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true`
@@ -1021,13 +1017,12 @@ describe('BulkEditorComponent', () => {
     modal.componentInstance.metadataDocumentID = 3
     modal.componentInstance.confirm()
     let req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/merge/`
     )
     req.flush(true)
     expect(req.request.body).toEqual({
       documents: [3, 4],
-      method: 'merge',
+      metadata_document_id: 3,
-      parameters: { metadata_document_id: 3 },
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true`
@@ -1040,13 +1035,13 @@ describe('BulkEditorComponent', () => {
     modal.componentInstance.deleteOriginals = true
     modal.componentInstance.confirm()
     req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/merge/`
     )
     req.flush(true)
     expect(req.request.body).toEqual({
       documents: [3, 4],
-      method: 'merge',
+      metadata_document_id: 3,
-      parameters: { metadata_document_id: 3, delete_originals: true },
+      delete_originals: true,
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true`
@@ -1061,13 +1056,13 @@ describe('BulkEditorComponent', () => {
     modal.componentInstance.archiveFallback = true
     modal.componentInstance.confirm()
     req = httpTestingController.expectOne(
-      `${environment.apiBaseUrl}documents/bulk_edit/`
+      `${environment.apiBaseUrl}documents/merge/`
     )
     req.flush(true)
     expect(req.request.body).toEqual({
       documents: [3, 4],
-      method: 'merge',
+      metadata_document_id: 3,
-      parameters: { metadata_document_id: 3, archive_fallback: true },
+      archive_fallback: true,
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true`

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

@@ -12,7 +12,7 @@ import {
 } from '@ng-bootstrap/ng-bootstrap'
 import { saveAs } from 'file-saver'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
-import { first, map, Subject, switchMap, takeUntil } from 'rxjs'
+import { first, map, Observable, Subject, switchMap, takeUntil } from 'rxjs'
 import { ConfirmDialogComponent } from 'src/app/components/common/confirm-dialog/confirm-dialog.component'
 import { CustomField } from 'src/app/data/custom-field'
 import { MatchingModel } from 'src/app/data/matching-model'
@@ -29,7 +29,9 @@ import { CorrespondentService } from 'src/app/services/rest/correspondent.servic
 import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
 import { DocumentTypeService } from 'src/app/services/rest/document-type.service'
 import {
+  DocumentBulkEditMethod,
   DocumentService,
+  MergeDocumentsRequest,
   SelectionDataItem,
 } from 'src/app/services/rest/document.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
@@ -255,9 +257,9 @@ export class BulkEditorComponent
     this.unsubscribeNotifier.complete()
   }
 
-  private executeBulkOperation(
+  private executeBulkEditMethod(
     modal: NgbModalRef,
-    method: string,
+    method: DocumentBulkEditMethod,
     args: any,
     overrideDocumentIDs?: number[]
   ) {
@@ -272,32 +274,55 @@ export class BulkEditorComponent
       )
       .pipe(first())
       .subscribe({
-        next: () => {
+        next: () => this.handleOperationSuccess(modal),
-          if (args['delete_originals']) {
+        error: (error) => this.handleOperationError(modal, error),
-            this.list.selected.clear()
-          }
-          this.list.reload()
-          this.list.reduceSelectionToFilter()
-          this.list.selected.forEach((id) => {
-            this.openDocumentService.refreshDocument(id)
-          })
-          this.savedViewService.maybeRefreshDocumentCounts()
-          if (modal) {
-            modal.close()
-          }
-        },
-        error: (error) => {
-          if (modal) {
-            modal.componentInstance.buttonsEnabled = true
-          }
-          this.toastService.showError(
-            $localize`Error executing bulk operation`,
-            error
-          )
-        },
       })
   }
 
+  private executeDocumentAction(
+    modal: NgbModalRef,
+    request: Observable<any>,
+    options: { deleteOriginals?: boolean } = {}
+  ) {
+    if (modal) {
+      modal.componentInstance.buttonsEnabled = false
+    }
+    request.pipe(first()).subscribe({
+      next: () => {
+        this.handleOperationSuccess(modal, options.deleteOriginals ?? false)
+      },
+      error: (error) => this.handleOperationError(modal, error),
+    })
+  }
+
+  private handleOperationSuccess(
+    modal: NgbModalRef,
+    clearSelection: boolean = false
+  ) {
+    if (clearSelection) {
+      this.list.selected.clear()
+    }
+    this.list.reload()
+    this.list.reduceSelectionToFilter()
+    this.list.selected.forEach((id) => {
+      this.openDocumentService.refreshDocument(id)
+    })
+    this.savedViewService.maybeRefreshDocumentCounts()
+    if (modal) {
+      modal.close()
+    }
+  }
+
+  private handleOperationError(modal: NgbModalRef, error: any) {
+    if (modal) {
+      modal.componentInstance.buttonsEnabled = true
+    }
+    this.toastService.showError(
+      $localize`Error executing bulk operation`,
+      error
+    )
+  }
+
   private applySelectionData(
     items: SelectionDataItem[],
     selectionModel: FilterableDropdownSelectionModel
@@ -446,13 +471,13 @@ export class BulkEditorComponent
       modal.componentInstance.confirmClicked
         .pipe(takeUntil(this.unsubscribeNotifier))
         .subscribe(() => {
-          this.executeBulkOperation(modal, 'modify_tags', {
+          this.executeBulkEditMethod(modal, 'modify_tags', {
             add_tags: changedTags.itemsToAdd.map((t) => t.id),
             remove_tags: changedTags.itemsToRemove.map((t) => t.id),
           })
         })
     } else {
-      this.executeBulkOperation(null, 'modify_tags', {
+      this.executeBulkEditMethod(null, 'modify_tags', {
         add_tags: changedTags.itemsToAdd.map((t) => t.id),
         remove_tags: changedTags.itemsToRemove.map((t) => t.id),
       })
@@ -486,12 +511,12 @@ export class BulkEditorComponent
       modal.componentInstance.confirmClicked
         .pipe(takeUntil(this.unsubscribeNotifier))
         .subscribe(() => {
-          this.executeBulkOperation(modal, 'set_correspondent', {
+          this.executeBulkEditMethod(modal, 'set_correspondent', {
             correspondent: correspondent ? correspondent.id : null,
           })
         })
     } else {
-      this.executeBulkOperation(null, 'set_correspondent', {
+      this.executeBulkEditMethod(null, 'set_correspondent', {
         correspondent: correspondent ? correspondent.id : null,
       })
     }
@@ -524,12 +549,12 @@ export class BulkEditorComponent
       modal.componentInstance.confirmClicked
         .pipe(takeUntil(this.unsubscribeNotifier))
         .subscribe(() => {
-          this.executeBulkOperation(modal, 'set_document_type', {
+          this.executeBulkEditMethod(modal, 'set_document_type', {
             document_type: documentType ? documentType.id : null,
           })
         })
     } else {
-      this.executeBulkOperation(null, 'set_document_type', {
+      this.executeBulkEditMethod(null, 'set_document_type', {
         document_type: documentType ? documentType.id : null,
       })
     }
@@ -562,12 +587,12 @@ export class BulkEditorComponent
       modal.componentInstance.confirmClicked
         .pipe(takeUntil(this.unsubscribeNotifier))
         .subscribe(() => {
-          this.executeBulkOperation(modal, 'set_storage_path', {
+          this.executeBulkEditMethod(modal, 'set_storage_path', {
             storage_path: storagePath ? storagePath.id : null,
           })
         })
     } else {
-      this.executeBulkOperation(null, 'set_storage_path', {
+      this.executeBulkEditMethod(null, 'set_storage_path', {
         storage_path: storagePath ? storagePath.id : null,
       })
     }
@@ -624,7 +649,7 @@ export class BulkEditorComponent
       modal.componentInstance.confirmClicked
         .pipe(takeUntil(this.unsubscribeNotifier))
         .subscribe(() => {
-          this.executeBulkOperation(modal, 'modify_custom_fields', {
+          this.executeBulkEditMethod(modal, 'modify_custom_fields', {
             add_custom_fields: changedCustomFields.itemsToAdd.map((f) => f.id),
             remove_custom_fields: changedCustomFields.itemsToRemove.map(
               (f) => f.id
@@ -632,7 +657,7 @@ export class BulkEditorComponent
           })
         })
     } else {
-      this.executeBulkOperation(null, 'modify_custom_fields', {
+      this.executeBulkEditMethod(null, 'modify_custom_fields', {
         add_custom_fields: changedCustomFields.itemsToAdd.map((f) => f.id),
         remove_custom_fields: changedCustomFields.itemsToRemove.map(
           (f) => f.id
@@ -762,10 +787,16 @@ export class BulkEditorComponent
         .pipe(takeUntil(this.unsubscribeNotifier))
         .subscribe(() => {
           modal.componentInstance.buttonsEnabled = false
-          this.executeBulkOperation(modal, 'delete', {})
+          this.executeDocumentAction(
+            modal,
+            this.documentService.deleteDocuments(Array.from(this.list.selected))
+          )
         })
     } else {
-      this.executeBulkOperation(null, 'delete', {})
+      this.executeDocumentAction(
+        null,
+        this.documentService.deleteDocuments(Array.from(this.list.selected))
+      )
     }
   }
 
@@ -804,7 +835,12 @@ export class BulkEditorComponent
       .pipe(takeUntil(this.unsubscribeNotifier))
       .subscribe(() => {
         modal.componentInstance.buttonsEnabled = false
-        this.executeBulkOperation(modal, 'reprocess', {})
+        this.executeDocumentAction(
+          modal,
+          this.documentService.reprocessDocuments(
+            Array.from(this.list.selected)
+          )
+        )
       })
   }
 
@@ -815,7 +851,7 @@ export class BulkEditorComponent
     modal.componentInstance.confirmClicked.subscribe(
       ({ permissions, merge }) => {
         modal.componentInstance.buttonsEnabled = false
-        this.executeBulkOperation(modal, 'set_permissions', {
+        this.executeBulkEditMethod(modal, 'set_permissions', {
           ...permissions,
           merge,
         })
@@ -838,9 +874,13 @@ export class BulkEditorComponent
       .pipe(takeUntil(this.unsubscribeNotifier))
       .subscribe(() => {
         rotateDialog.buttonsEnabled = false
-        this.executeBulkOperation(modal, 'rotate', {
+        this.executeDocumentAction(
-          degrees: rotateDialog.degrees,
+          modal,
-        })
+          this.documentService.rotateDocuments(
+            Array.from(this.list.selected),
+            rotateDialog.degrees
+          )
+        )
       })
   }
 
@@ -856,18 +896,22 @@ export class BulkEditorComponent
     mergeDialog.confirmClicked
       .pipe(takeUntil(this.unsubscribeNotifier))
       .subscribe(() => {
-        const args = {}
+        const args: MergeDocumentsRequest = {}
         if (mergeDialog.metadataDocumentID > -1) {
-          args['metadata_document_id'] = mergeDialog.metadataDocumentID
+          args.metadata_document_id = mergeDialog.metadataDocumentID
         }
         if (mergeDialog.deleteOriginals) {
-          args['delete_originals'] = true
+          args.delete_originals = true
         }
         if (mergeDialog.archiveFallback) {
-          args['archive_fallback'] = true
+          args.archive_fallback = true
         }
         mergeDialog.buttonsEnabled = false
-        this.executeBulkOperation(modal, 'merge', args, mergeDialog.documentIDs)
+        this.executeDocumentAction(
+          modal,
+          this.documentService.mergeDocuments(mergeDialog.documentIDs, args),
+          { deleteOriginals: !!args.delete_originals }
+        )
         this.toastService.showInfo(
           $localize`Merged document will be queued for consumption.`
         )

src-ui/src/app/services/rest/document.service.spec.ts

@@ -230,6 +230,88 @@ describe(`DocumentService`, () => {
     })
   })
 
+  it('should call appropriate api endpoint for delete documents', () => {
+    const ids = [1, 2, 3]
+    subscription = service.deleteDocuments(ids).subscribe()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}${endpoint}/delete/`
+    )
+    expect(req.request.method).toEqual('POST')
+    expect(req.request.body).toEqual({
+      documents: ids,
+    })
+  })
+
+  it('should call appropriate api endpoint for reprocess documents', () => {
+    const ids = [1, 2, 3]
+    subscription = service.reprocessDocuments(ids).subscribe()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}${endpoint}/reprocess/`
+    )
+    expect(req.request.method).toEqual('POST')
+    expect(req.request.body).toEqual({
+      documents: ids,
+    })
+  })
+
+  it('should call appropriate api endpoint for rotate documents', () => {
+    const ids = [1, 2, 3]
+    subscription = service.rotateDocuments(ids, 90).subscribe()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}${endpoint}/rotate/`
+    )
+    expect(req.request.method).toEqual('POST')
+    expect(req.request.body).toEqual({
+      documents: ids,
+      degrees: 90,
+      source_mode: 'latest_version',
+    })
+  })
+
+  it('should call appropriate api endpoint for merge documents', () => {
+    const ids = [1, 2, 3]
+    const args = { metadata_document_id: 1, delete_originals: true }
+    subscription = service.mergeDocuments(ids, args).subscribe()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}${endpoint}/merge/`
+    )
+    expect(req.request.method).toEqual('POST')
+    expect(req.request.body).toEqual({
+      documents: ids,
+      metadata_document_id: 1,
+      delete_originals: true,
+    })
+  })
+
+  it('should call appropriate api endpoint for edit pdf', () => {
+    const ids = [1]
+    const args = { operations: [{ page: 1, rotate: 90, doc: 0 }] }
+    subscription = service.editPdfDocuments(ids, args).subscribe()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}${endpoint}/edit_pdf/`
+    )
+    expect(req.request.method).toEqual('POST')
+    expect(req.request.body).toEqual({
+      documents: ids,
+      operations: [{ page: 1, rotate: 90, doc: 0 }],
+    })
+  })
+
+  it('should call appropriate api endpoint for remove password', () => {
+    const ids = [1]
+    const args = { password: 'secret', update_document: true }
+    subscription = service.removePasswordDocuments(ids, args).subscribe()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}${endpoint}/remove_password/`
+    )
+    expect(req.request.method).toEqual('POST')
+    expect(req.request.body).toEqual({
+      documents: ids,
+      password: 'secret',
+      update_document: true,
+    })
+  })
+
   it('should return the correct preview URL for a single document', () => {
     let url = service.getPreviewUrl(documents[0].id)
     expect(url).toEqual(

src-ui/src/app/services/rest/document.service.ts

@@ -42,6 +42,45 @@ export enum BulkEditSourceMode {
   EXPLICIT_SELECTION = 'explicit_selection',
 }
 
+export type DocumentBulkEditMethod =
+  | 'set_correspondent'
+  | 'set_document_type'
+  | 'set_storage_path'
+  | 'add_tag'
+  | 'remove_tag'
+  | 'modify_tags'
+  | 'modify_custom_fields'
+  | 'set_permissions'
+
+export interface MergeDocumentsRequest {
+  metadata_document_id?: number
+  delete_originals?: boolean
+  archive_fallback?: boolean
+  source_mode?: BulkEditSourceMode
+}
+
+export interface EditPdfOperation {
+  page: number
+  rotate?: number
+  doc?: number
+}
+
+export interface EditPdfDocumentsRequest {
+  operations: EditPdfOperation[]
+  delete_original?: boolean
+  update_document?: boolean
+  include_metadata?: boolean
+  source_mode?: BulkEditSourceMode
+}
+
+export interface RemovePasswordDocumentsRequest {
+  password: string
+  update_document?: boolean
+  delete_original?: boolean
+  include_metadata?: boolean
+  source_mode?: BulkEditSourceMode
+}
+
 @Injectable({
   providedIn: 'root',
 })
@@ -299,7 +338,7 @@ export class DocumentService extends AbstractPaperlessService<Document> {
     return this.http.get<DocumentMetadata>(url.toString())
   }
 
-  bulkEdit(ids: number[], method: string, args: any) {
+  bulkEdit(ids: number[], method: DocumentBulkEditMethod, args: any) {
     return this.http.post(this.getResourceUrl(null, 'bulk_edit'), {
       documents: ids,
       method: method,
@@ -307,6 +346,54 @@ export class DocumentService extends AbstractPaperlessService<Document> {
     })
   }
 
+  deleteDocuments(ids: number[]) {
+    return this.http.post(this.getResourceUrl(null, 'delete'), {
+      documents: ids,
+    })
+  }
+
+  reprocessDocuments(ids: number[]) {
+    return this.http.post(this.getResourceUrl(null, 'reprocess'), {
+      documents: ids,
+    })
+  }
+
+  rotateDocuments(
+    ids: number[],
+    degrees: number,
+    sourceMode: BulkEditSourceMode = BulkEditSourceMode.LATEST_VERSION
+  ) {
+    return this.http.post(this.getResourceUrl(null, 'rotate'), {
+      documents: ids,
+      degrees,
+      source_mode: sourceMode,
+    })
+  }
+
+  mergeDocuments(ids: number[], request: MergeDocumentsRequest = {}) {
+    return this.http.post(this.getResourceUrl(null, 'merge'), {
+      documents: ids,
+      ...request,
+    })
+  }
+
+  editPdfDocuments(ids: number[], request: EditPdfDocumentsRequest) {
+    return this.http.post(this.getResourceUrl(null, 'edit_pdf'), {
+      documents: ids,
+      ...request,
+    })
+  }
+
+  removePasswordDocuments(
+    ids: number[],
+    request: RemovePasswordDocumentsRequest
+  ) {
+    return this.http.post(this.getResourceUrl(null, 'remove_password'), {
+      documents: ids,
+      ...request,
+    })
+  }
+
   getSelectionData(ids: number[]): Observable<SelectionData> {
     return this.http.post<SelectionData>(
       this.getResourceUrl(null, 'selection_data'),

src/documents/management/commands/base.py

@@ -304,7 +304,7 @@ class PaperlessCommand(RichCommand):
 
         Progress output is directed to stderr to match the convention that
         progress bars are transient UI feedback, not command output. This
-        mirrors tqdm's default behavior and prevents progress bar rendering
+        mirrors the convention that progress bars are transient UI feedback and prevents progress bar rendering
         from interfering with stdout-based assertions in tests or piped
         command output.
 

src/documents/management/commands/document_archiver.py

@@ -17,6 +17,7 @@ class Command(PaperlessCommand):
         "modified) after their initial import."
     )
 
+    supports_progress_bar = True
     supports_multiprocessing = True
 
     def add_arguments(self, parser):

src/documents/management/commands/document_exporter.py

@@ -3,12 +3,10 @@ import json
 import os
 import shutil
 import tempfile
-from itertools import chain
 from itertools import islice
 from pathlib import Path
 from typing import TYPE_CHECKING
 
-import tqdm
 from allauth.mfa.models import Authenticator
 from allauth.socialaccount.models import SocialAccount
 from allauth.socialaccount.models import SocialApp
@@ -19,7 +17,6 @@ from django.contrib.auth.models import Permission
 from django.contrib.auth.models import User
 from django.contrib.contenttypes.models import ContentType
 from django.core import serializers
-from django.core.management.base import BaseCommand
 from django.core.management.base import CommandError
 from django.core.serializers.json import DjangoJSONEncoder
 from django.db import transaction
@@ -38,6 +35,7 @@ if settings.AUDIT_LOG_ENABLED:
 
 from documents.file_handling import delete_empty_directories
 from documents.file_handling import generate_filename
+from documents.management.commands.base import PaperlessCommand
 from documents.management.commands.mixins import CryptMixin
 from documents.models import Correspondent
 from documents.models import CustomField
@@ -81,14 +79,99 @@ def serialize_queryset_batched(
         yield serializers.serialize("python", chunk)
 
 
-class Command(CryptMixin, BaseCommand):
+class StreamingManifestWriter:
+    """Incrementally writes a JSON array to a file, one record at a time.
+
+    Writes to <target>.tmp first; on close(), optionally BLAKE2b-compares
+    with the existing file (--compare-json) and renames or discards accordingly.
+    On exception, discard() deletes the tmp file and leaves the original intact.
+    """
+
+    def __init__(
+        self,
+        path: Path,
+        *,
+        compare_json: bool = False,
+        files_in_export_dir: "set[Path] | None" = None,
+    ) -> None:
+        self._path = path.resolve()
+        self._tmp_path = self._path.with_suffix(self._path.suffix + ".tmp")
+        self._compare_json = compare_json
+        self._files_in_export_dir: set[Path] = (
+            files_in_export_dir if files_in_export_dir is not None else set()
+        )
+        self._file = None
+        self._first = True
+
+    def open(self) -> None:
+        self._path.parent.mkdir(parents=True, exist_ok=True)
+        self._file = self._tmp_path.open("w", encoding="utf-8")
+        self._file.write("[")
+        self._first = True
+
+    def write_record(self, record: dict) -> None:
+        if not self._first:
+            self._file.write(",\n")
+        else:
+            self._first = False
+        self._file.write(
+            json.dumps(record, cls=DjangoJSONEncoder, indent=2, ensure_ascii=False),
+        )
+
+    def write_batch(self, records: list[dict]) -> None:
+        for record in records:
+            self.write_record(record)
+
+    def close(self) -> None:
+        if self._file is None:
+            return
+        self._file.write("\n]")
+        self._file.close()
+        self._file = None
+        self._finalize()
+
+    def discard(self) -> None:
+        if self._file is not None:
+            self._file.close()
+            self._file = None
+        if self._tmp_path.exists():
+            self._tmp_path.unlink()
+
+    def _finalize(self) -> None:
+        """Compare with existing file (if --compare-json) then rename or discard tmp."""
+        if self._path in self._files_in_export_dir:
+            self._files_in_export_dir.remove(self._path)
+            if self._compare_json:
+                existing_hash = hashlib.blake2b(self._path.read_bytes()).hexdigest()
+                new_hash = hashlib.blake2b(self._tmp_path.read_bytes()).hexdigest()
+                if existing_hash == new_hash:
+                    self._tmp_path.unlink()
+                    return
+        self._tmp_path.rename(self._path)
+
+    def __enter__(self) -> "StreamingManifestWriter":
+        self.open()
+        return self
+
+    def __exit__(self, exc_type, exc_val, exc_tb) -> None:
+        if exc_type is not None:
+            self.discard()
+        else:
+            self.close()
+
+
+class Command(CryptMixin, PaperlessCommand):
     help = (
         "Decrypt and rename all files in our collection into a given target "
         "directory.  And include a manifest file containing document data for "
         "easy import."
     )
 
+    supports_progress_bar = True
+    supports_multiprocessing = False
+
     def add_arguments(self, parser) -> None:
+        super().add_arguments(parser)
         parser.add_argument("target")
 
         parser.add_argument(
@@ -195,13 +278,6 @@ class Command(CryptMixin, BaseCommand):
             help="If set, only the database will be imported, not files",
         )
 
-        parser.add_argument(
-            "--no-progress-bar",
-            default=False,
-            action="store_true",
-            help="If set, the progress bar will not be shown",
-        )
-
         parser.add_argument(
             "--passphrase",
             help="If provided, is used to encrypt sensitive data in the export",
@@ -230,7 +306,6 @@ class Command(CryptMixin, BaseCommand):
         self.no_thumbnail: bool = options["no_thumbnail"]
         self.zip_export: bool = options["zip"]
         self.data_only: bool = options["data_only"]
-        self.no_progress_bar: bool = options["no_progress_bar"]
         self.passphrase: str | None = options.get("passphrase")
         self.batch_size: int = options["batch_size"]
 
@@ -322,95 +397,85 @@ class Command(CryptMixin, BaseCommand):
         if settings.AUDIT_LOG_ENABLED:
             manifest_key_to_object_query["log_entries"] = LogEntry.objects.all()
 
-        with transaction.atomic():
+        # Crypto setup before streaming begins
-            manifest_dict = {}
+        if self.passphrase:
-
+            self.setup_crypto(passphrase=self.passphrase)
-            # Build an overall manifest
+        elif MailAccount.objects.count() > 0 or SocialToken.objects.count() > 0:
-            for key, object_query in manifest_key_to_object_query.items():
+            self.stdout.write(
-                manifest_dict[key] = list(
+                self.style.NOTICE(
-                    chain.from_iterable(
+                    "No passphrase was given, sensitive fields will be in plaintext",
-                        serialize_queryset_batched(
+                ),
-                            object_query,
-                            batch_size=self.batch_size,
-                        ),
-                    ),
-                )
-
-            self.encrypt_secret_fields(manifest_dict)
-
-            # These are treated specially and included in the per-document manifest
-            # if that setting is enabled.  Otherwise, they are just exported to the bulk
-            # manifest
-            document_map: dict[int, Document] = {
-                d.pk: d for d in manifest_key_to_object_query["documents"]
-            }
-            document_manifest = manifest_dict["documents"]
-
-        # 3. Export files from each document
-        for index, document_dict in tqdm.tqdm(
-            enumerate(document_manifest),
-            total=len(document_manifest),
-            disable=self.no_progress_bar,
-        ):
-            document = document_map[document_dict["pk"]]
-
-            # 3.1. generate a unique filename
-            base_name = self.generate_base_name(document)
-
-            # 3.2. write filenames into manifest
-            original_target, thumbnail_target, archive_target = (
-                self.generate_document_targets(document, base_name, document_dict)
             )
 
-            # 3.3. write files to target folder
+        document_manifest: list[dict] = []
-            if not self.data_only:
-                self.copy_document_files(
-                    document,
-                    original_target,
-                    thumbnail_target,
-                    archive_target,
-                )
-
-            if self.split_manifest:
-                manifest_name = base_name.with_name(f"{base_name.stem}-manifest.json")
-                if self.use_folder_prefix:
-                    manifest_name = Path("json") / manifest_name
-                manifest_name = (self.target / manifest_name).resolve()
-                manifest_name.parent.mkdir(parents=True, exist_ok=True)
-                content = [document_manifest[index]]
-                content += list(
-                    filter(
-                        lambda d: d["fields"]["document"] == document_dict["pk"],
-                        manifest_dict["notes"],
-                    ),
-                )
-                content += list(
-                    filter(
-                        lambda d: d["fields"]["document"] == document_dict["pk"],
-                        manifest_dict["custom_field_instances"],
-                    ),
-                )
-
-                self.check_and_write_json(
-                    content,
-                    manifest_name,
-                )
-
-        # These were exported already
-        if self.split_manifest:
-            del manifest_dict["documents"]
-            del manifest_dict["notes"]
-            del manifest_dict["custom_field_instances"]
-
-        # 4.1 write primary manifest to target folder
-        manifest = []
-        for key, item in manifest_dict.items():
-            manifest.extend(item)
         manifest_path = (self.target / "manifest.json").resolve()
-        self.check_and_write_json(
+
-            manifest,
+        with StreamingManifestWriter(
             manifest_path,
-        )
+            compare_json=self.compare_json,
+            files_in_export_dir=self.files_in_export_dir,
+        ) as writer:
+            with transaction.atomic():
+                for key, qs in manifest_key_to_object_query.items():
+                    if key == "documents":
+                        # Accumulate for file-copy loop; written to manifest after
+                        for batch in serialize_queryset_batched(
+                            qs,
+                            batch_size=self.batch_size,
+                        ):
+                            for record in batch:
+                                self._encrypt_record_inline(record)
+                            document_manifest.extend(batch)
+                    elif self.split_manifest and key in (
+                        "notes",
+                        "custom_field_instances",
+                    ):
+                        # Written per-document in _write_split_manifest
+                        pass
+                    else:
+                        for batch in serialize_queryset_batched(
+                            qs,
+                            batch_size=self.batch_size,
+                        ):
+                            for record in batch:
+                                self._encrypt_record_inline(record)
+                            writer.write_batch(batch)
+
+            document_map: dict[int, Document] = {
+                d.pk: d for d in Document.objects.order_by("id")
+            }
+
+            # 3. Export files from each document
+            for index, document_dict in enumerate(
+                self.track(
+                    document_manifest,
+                    description="Exporting documents...",
+                    total=len(document_manifest),
+                ),
+            ):
+                document = document_map[document_dict["pk"]]
+
+                # 3.1. generate a unique filename
+                base_name = self.generate_base_name(document)
+
+                # 3.2. write filenames into manifest
+                original_target, thumbnail_target, archive_target = (
+                    self.generate_document_targets(document, base_name, document_dict)
+                )
+
+                # 3.3. write files to target folder
+                if not self.data_only:
+                    self.copy_document_files(
+                        document,
+                        original_target,
+                        thumbnail_target,
+                        archive_target,
+                    )
+
+                if self.split_manifest:
+                    self._write_split_manifest(document_dict, document, base_name)
+                else:
+                    writer.write_record(document_dict)
 
         # 4.2 write version information to target folder
         extra_metadata_path = (self.target / "metadata.json").resolve()
@@ -532,6 +597,42 @@ class Command(CryptMixin, BaseCommand):
                 archive_target,
             )
 
+    def _encrypt_record_inline(self, record: dict) -> None:
+        """Encrypt sensitive fields in a single record, if passphrase is set."""
+        if not self.passphrase:
+            return
+        fields = self.CRYPT_FIELDS_BY_MODEL.get(record.get("model", ""))
+        if fields:
+            for field in fields:
+                if record["fields"].get(field):
+                    record["fields"][field] = self.encrypt_string(
+                        value=record["fields"][field],
+                    )
+
+    def _write_split_manifest(
+        self,
+        document_dict: dict,
+        document: Document,
+        base_name: Path,
+    ) -> None:
+        """Write per-document manifest file for --split-manifest mode."""
+        content = [document_dict]
+        content.extend(
+            serializers.serialize("python", Note.objects.filter(document=document)),
+        )
+        content.extend(
+            serializers.serialize(
+                "python",
+                CustomFieldInstance.objects.filter(document=document),
+            ),
+        )
+        manifest_name = base_name.with_name(f"{base_name.stem}-manifest.json")
+        if self.use_folder_prefix:
+            manifest_name = Path("json") / manifest_name
+        manifest_name = (self.target / manifest_name).resolve()
+        manifest_name.parent.mkdir(parents=True, exist_ok=True)
+        self.check_and_write_json(content, manifest_name)
+
     def check_and_write_json(
         self,
         content: list[dict] | dict,
@@ -549,14 +650,14 @@ class Command(CryptMixin, BaseCommand):
         if target in self.files_in_export_dir:
             self.files_in_export_dir.remove(target)
             if self.compare_json:
-                target_checksum = hashlib.md5(target.read_bytes()).hexdigest()
+                target_checksum = hashlib.blake2b(target.read_bytes()).hexdigest()
                 src_str = json.dumps(
                     content,
                     cls=DjangoJSONEncoder,
                     indent=2,
                     ensure_ascii=False,
                 )
-                src_checksum = hashlib.md5(src_str.encode("utf-8")).hexdigest()
+                src_checksum = hashlib.blake2b(src_str.encode("utf-8")).hexdigest()
                 if src_checksum == target_checksum:
                     perform_write = False
 
@@ -606,28 +707,3 @@ class Command(CryptMixin, BaseCommand):
         if perform_copy:
             target.parent.mkdir(parents=True, exist_ok=True)
             copy_file_with_basic_stats(source, target)
-
-    def encrypt_secret_fields(self, manifest: dict) -> None:
-        """
-        Encrypts certain fields in the export.  Currently limited to the mail account password
-        """
-
-        if self.passphrase:
-            self.setup_crypto(passphrase=self.passphrase)
-
-            for crypt_config in self.CRYPT_FIELDS:
-                exporter_key = crypt_config["exporter_key"]
-                crypt_fields = crypt_config["fields"]
-                for manifest_record in manifest[exporter_key]:
-                    for field in crypt_fields:
-                        if manifest_record["fields"][field]:
-                            manifest_record["fields"][field] = self.encrypt_string(
-                                value=manifest_record["fields"][field],
-                            )
-
-        elif MailAccount.objects.count() > 0 or SocialToken.objects.count() > 0:
-            self.stdout.write(
-                self.style.NOTICE(
-                    "No passphrase was given, sensitive fields will be in plaintext",
-                ),
-            )

src/documents/management/commands/document_fuzzy_match.py

@@ -40,6 +40,7 @@ def _process_and_match(work: _WorkPackage) -> _WorkResult:
 class Command(PaperlessCommand):
     help = "Searches for documents where the content almost matches"
 
+    supports_progress_bar = True
     supports_multiprocessing = True
 
     def add_arguments(self, parser):

src/documents/management/commands/document_importer.py

@@ -8,14 +8,13 @@ from pathlib import Path
 from zipfile import ZipFile
 from zipfile import is_zipfile
 
-import tqdm
+import ijson
 from django.conf import settings
 from django.contrib.auth.models import Permission
 from django.contrib.auth.models import User
 from django.contrib.contenttypes.models import ContentType
 from django.core.exceptions import FieldDoesNotExist
 from django.core.management import call_command
-from django.core.management.base import BaseCommand
 from django.core.management.base import CommandError
 from django.core.serializers.base import DeserializationError
 from django.db import IntegrityError
@@ -25,6 +24,7 @@ from django.db.models.signals import post_save
 from filelock import FileLock
 
 from documents.file_handling import create_source_path_directory
+from documents.management.commands.base import PaperlessCommand
 from documents.management.commands.mixins import CryptMixin
 from documents.models import Correspondent
 from documents.models import CustomField
@@ -33,7 +33,6 @@ from documents.models import Document
 from documents.models import DocumentType
 from documents.models import Note
 from documents.models import Tag
-from documents.parsers import run_convert
 from documents.settings import EXPORTER_ARCHIVE_NAME
 from documents.settings import EXPORTER_CRYPTO_SETTINGS_NAME
 from documents.settings import EXPORTER_FILE_NAME
@@ -47,6 +46,15 @@ if settings.AUDIT_LOG_ENABLED:
     from auditlog.registry import auditlog
 
 
+def iter_manifest_records(path: Path) -> Generator[dict, None, None]:
+    """Yield records one at a time from a manifest JSON array via ijson."""
+    try:
+        with path.open("rb") as f:
+            yield from ijson.items(f, "item")
+    except ijson.JSONError as e:
+        raise CommandError(f"Failed to parse manifest file {path}: {e}") from e
+
+
 @contextmanager
 def disable_signal(sig, receiver, sender, *, weak: bool | None = None) -> Generator:
     try:
@@ -57,21 +65,18 @@ def disable_signal(sig, receiver, sender, *, weak: bool | None = None) -> Genera
         sig.connect(receiver=receiver, sender=sender, **kwargs)
 
 
-class Command(CryptMixin, BaseCommand):
+class Command(CryptMixin, PaperlessCommand):
     help = (
         "Using a manifest.json file, load the data from there, and import the "
         "documents it refers to."
     )
 
-    def add_arguments(self, parser) -> None:
+    supports_progress_bar = True
-        parser.add_argument("source")
+    supports_multiprocessing = False
 
-        parser.add_argument(
+    def add_arguments(self, parser) -> None:
-            "--no-progress-bar",
+        super().add_arguments(parser)
-            default=False,
+        parser.add_argument("source")
-            action="store_true",
-            help="If set, the progress bar will not be shown",
-        )
 
         parser.add_argument(
             "--data-only",
@@ -147,14 +152,9 @@ class Command(CryptMixin, BaseCommand):
         Loads manifest data from the various JSON files for parsing and loading the database
         """
         main_manifest_path: Path = self.source / "manifest.json"
-
-        with main_manifest_path.open() as infile:
-            self.manifest = json.load(infile)
         self.manifest_paths.append(main_manifest_path)
 
         for file in Path(self.source).glob("**/*-manifest.json"):
-            with file.open() as infile:
-                self.manifest += json.load(infile)
             self.manifest_paths.append(file)
 
     def load_metadata(self) -> None:
@@ -231,12 +231,10 @@ class Command(CryptMixin, BaseCommand):
 
         self.source = Path(options["source"]).resolve()
         self.data_only: bool = options["data_only"]
-        self.no_progress_bar: bool = options["no_progress_bar"]
         self.passphrase: str | None = options.get("passphrase")
         self.version: str | None = None
         self.salt: str | None = None
         self.manifest_paths = []
-        self.manifest = []
 
         # Create a temporary directory for extracting a zip file into it, even if supplied source is no zip file to keep code cleaner.
         with tempfile.TemporaryDirectory() as tmp_dir:
@@ -296,6 +294,9 @@ class Command(CryptMixin, BaseCommand):
             else:
                 self.stdout.write(self.style.NOTICE("Data only import completed"))
 
+            for tmp in getattr(self, "_decrypted_tmp_paths", []):
+                tmp.unlink(missing_ok=True)
+
         self.stdout.write("Updating search index...")
         call_command(
             "document_index",
@@ -348,11 +349,12 @@ class Command(CryptMixin, BaseCommand):
                     ) from e
 
         self.stdout.write("Checking the manifest")
-        for record in self.manifest:
+        for manifest_path in self.manifest_paths:
-            # Only check if the document files exist if this is not data only
+            for record in iter_manifest_records(manifest_path):
-            # We don't care about documents for a data only import
+                # Only check if the document files exist if this is not data only
-            if not self.data_only and record["model"] == "documents.document":
+                # We don't care about documents for a data only import
-                check_document_validity(record)
+                if not self.data_only and record["model"] == "documents.document":
+                    check_document_validity(record)
 
     def _import_files_from_manifest(self) -> None:
         settings.ORIGINALS_DIR.mkdir(parents=True, exist_ok=True)
@@ -361,23 +363,31 @@ class Command(CryptMixin, BaseCommand):
 
         self.stdout.write("Copy files into paperless...")
 
-        manifest_documents = list(
+        document_records = [
-            filter(lambda r: r["model"] == "documents.document", self.manifest),
+            {
-        )
+                "pk": record["pk"],
+                EXPORTER_FILE_NAME: record[EXPORTER_FILE_NAME],
+                EXPORTER_THUMBNAIL_NAME: record.get(EXPORTER_THUMBNAIL_NAME),
+                EXPORTER_ARCHIVE_NAME: record.get(EXPORTER_ARCHIVE_NAME),
+            }
+            for manifest_path in self.manifest_paths
+            for record in iter_manifest_records(manifest_path)
+            if record["model"] == "documents.document"
+        ]
 
-        for record in tqdm.tqdm(manifest_documents, disable=self.no_progress_bar):
+        for record in self.track(document_records, description="Copying files..."):
             document = Document.objects.get(pk=record["pk"])
 
             doc_file = record[EXPORTER_FILE_NAME]
             document_path = self.source / doc_file
 
-            if EXPORTER_THUMBNAIL_NAME in record:
+            if record[EXPORTER_THUMBNAIL_NAME]:
                 thumb_file = record[EXPORTER_THUMBNAIL_NAME]
                 thumbnail_path = (self.source / thumb_file).resolve()
             else:
                 thumbnail_path = None
 
-            if EXPORTER_ARCHIVE_NAME in record:
+            if record[EXPORTER_ARCHIVE_NAME]:
                 archive_file = record[EXPORTER_ARCHIVE_NAME]
                 archive_path = self.source / archive_file
             else:
@@ -392,22 +402,10 @@ class Command(CryptMixin, BaseCommand):
                 copy_file_with_basic_stats(document_path, document.source_path)
 
                 if thumbnail_path:
-                    if thumbnail_path.suffix in {".png", ".PNG"}:
+                    copy_file_with_basic_stats(
-                        run_convert(
+                        thumbnail_path,
-                            density=300,
+                        document.thumbnail_path,
-                            scale="500x5000>",
+                    )
-                            alpha="remove",
-                            strip=True,
-                            trim=False,
-                            auto_orient=True,
-                            input_file=f"{thumbnail_path}[0]",
-                            output_file=str(document.thumbnail_path),
-                        )
-                    else:
-                        copy_file_with_basic_stats(
-                            thumbnail_path,
-                            document.thumbnail_path,
-                        )
 
                 if archive_path:
                     create_source_path_directory(document.archive_path)
@@ -418,33 +416,43 @@ class Command(CryptMixin, BaseCommand):
 
             document.save()
 
+    def _decrypt_record_if_needed(self, record: dict) -> dict:
+        fields = self.CRYPT_FIELDS_BY_MODEL.get(record.get("model", ""))
+        if fields:
+            for field in fields:
+                if record["fields"].get(field):
+                    record["fields"][field] = self.decrypt_string(
+                        value=record["fields"][field],
+                    )
+        return record
+
     def decrypt_secret_fields(self) -> None:
         """
-        The converse decryption of some fields out of the export before importing to database
+        The converse decryption of some fields out of the export before importing to database.
+        Streams records from each manifest path and writes decrypted content to a temp file.
         """
-        if self.passphrase:
+        if not self.passphrase:
-            # Salt has been loaded from metadata.json at this point, so it cannot be None
+            return
-            self.setup_crypto(passphrase=self.passphrase, salt=self.salt)
+        # Salt has been loaded from metadata.json at this point, so it cannot be None
-
+        self.setup_crypto(passphrase=self.passphrase, salt=self.salt)
-            had_at_least_one_record = False
+        self._decrypted_tmp_paths: list[Path] = []
-
+        new_paths: list[Path] = []
-            for crypt_config in self.CRYPT_FIELDS:
+        for manifest_path in self.manifest_paths:
-                importer_model: str = crypt_config["model_name"]
+            tmp = manifest_path.with_name(manifest_path.stem + ".decrypted.json")
-                crypt_fields: str = crypt_config["fields"]
+            with tmp.open("w", encoding="utf-8") as out:
-                for record in filter(
+                out.write("[\n")
-                    lambda x: x["model"] == importer_model,
+                first = True
-                    self.manifest,
+                for record in iter_manifest_records(manifest_path):
-                ):
+                    if not first:
-                    had_at_least_one_record = True
+                        out.write(",\n")
-                    for field in crypt_fields:
+                    json.dump(
-                        if record["fields"][field]:
+                        self._decrypt_record_if_needed(record),
-                            record["fields"][field] = self.decrypt_string(
+                        out,
-                                value=record["fields"][field],
+                        indent=2,
-                            )
+                        ensure_ascii=False,
-
+                    )
-            if had_at_least_one_record:
+                    first = False
-                # It's annoying, but the DB is loaded from the JSON directly
+                out.write("\n]\n")
-                # Maybe could change that in the future?
+            self._decrypted_tmp_paths.append(tmp)
-                (self.source / "manifest.json").write_text(
+            new_paths.append(tmp)
-                    json.dumps(self.manifest, indent=2, ensure_ascii=False),
+        self.manifest_paths = new_paths
-                )

src/documents/management/commands/document_index.py

@@ -8,6 +8,9 @@ from documents.tasks import index_reindex
 class Command(PaperlessCommand):
     help = "Manages the document index."
 
+    supports_progress_bar = True
+    supports_multiprocessing = False
+
     def add_arguments(self, parser):
         super().add_arguments(parser)
         parser.add_argument("command", choices=["reindex", "optimize"])

src/documents/management/commands/document_llmindex.py

@@ -7,6 +7,9 @@ from documents.tasks import llmindex_index
 class Command(PaperlessCommand):
     help = "Manages the LLM-based vector index for Paperless."
 
+    supports_progress_bar = True
+    supports_multiprocessing = False
+
     def add_arguments(self, parser: Any) -> None:
         super().add_arguments(parser)
         parser.add_argument("command", choices=["rebuild", "update"])

src/documents/management/commands/document_renamer.py

@@ -7,6 +7,9 @@ from documents.models import Document
 class Command(PaperlessCommand):
     help = "Rename all documents"
 
+    supports_progress_bar = True
+    supports_multiprocessing = False
+
     def handle(self, *args, **options):
         for document in self.track(Document.objects.all(), description="Renaming..."):
             post_save.send(Document, instance=document, created=False)

src/documents/management/commands/document_retagger.py

@@ -180,6 +180,9 @@ class Command(PaperlessCommand):
         "modified) after their initial import."
     )
 
+    supports_progress_bar = True
+    supports_multiprocessing = False
+
     def add_arguments(self, parser) -> None:
         super().add_arguments(parser)
         parser.add_argument("-c", "--correspondent", default=False, action="store_true")

src/documents/management/commands/document_sanity_checker.py

@@ -24,6 +24,9 @@ _LEVEL_STYLE: dict[int, tuple[str, str]] = {
 class Command(PaperlessCommand):
     help = "This command checks your document archive for issues."
 
+    supports_progress_bar = True
+    supports_multiprocessing = False
+
     def _render_results(self, messages: SanityCheckMessages) -> None:
         """Render sanity check results as a Rich table."""
 

src/documents/management/commands/document_thumbnails.py

@@ -36,6 +36,7 @@ def _process_document(doc_id: int) -> None:
 class Command(PaperlessCommand):
     help = "This will regenerate the thumbnails for all documents."
 
+    supports_progress_bar = True
     supports_multiprocessing = True
 
     def add_arguments(self, parser) -> None:

src/documents/management/commands/loaddata_stdin.py

@@ -1,22 +0,0 @@
-import sys
-
-from django.core.management.commands.loaddata import Command as LoadDataCommand
-
-
-# This class is used to migrate data between databases
-# That's difficult to test
-class Command(LoadDataCommand):  # pragma: no cover
-    """
-    Allow the loading of data from standard in.  Sourced originally from:
-    https://gist.github.com/bmispelon/ad5a2c333443b3a1d051 (MIT licensed)
-    """
-
-    def parse_name(self, fixture_name):
-        self.compression_formats["stdin"] = (lambda x, y: sys.stdin, None)
-        if fixture_name == "-":
-            return "-", "json", "stdin"
-
-    def find_fixtures(self, fixture_label):
-        if fixture_label == "-":
-            return [("-", None, "-")]
-        return super().find_fixtures(fixture_label)

src/documents/management/commands/mixins.py

@@ -1,6 +1,5 @@
 import base64
 import os
-from argparse import ArgumentParser
 from typing import TypedDict
 
 from cryptography.fernet import Fernet
@@ -21,25 +20,6 @@ class CryptFields(TypedDict):
     fields: list[str]
 
 
-class ProgressBarMixin:
-    """
-    Many commands use a progress bar, which can be disabled
-    via this class
-    """
-
-    def add_argument_progress_bar_mixin(self, parser: ArgumentParser) -> None:
-        parser.add_argument(
-            "--no-progress-bar",
-            default=False,
-            action="store_true",
-            help="If set, the progress bar will not be shown",
-        )
-
-    def handle_progress_bar_mixin(self, *args, **options) -> None:
-        self.no_progress_bar = options["no_progress_bar"]
-        self.use_progress_bar = not self.no_progress_bar
-
-
 class CryptMixin:
     """
     Fully based on:
@@ -71,7 +51,7 @@ class CryptMixin:
     key_size = 32
     kdf_algorithm = "pbkdf2_sha256"
 
-    CRYPT_FIELDS: CryptFields = [
+    CRYPT_FIELDS: list[CryptFields] = [
         {
             "exporter_key": "mail_accounts",
             "model_name": "paperless_mail.mailaccount",
@@ -89,6 +69,10 @@ class CryptMixin:
             ],
         },
     ]
+    # O(1) lookup for per-record encryption; derived from CRYPT_FIELDS at class definition time
+    CRYPT_FIELDS_BY_MODEL: dict[str, list[str]] = {
+        cfg["model_name"]: cfg["fields"] for cfg in CRYPT_FIELDS
+    }
 
     def get_crypt_params(self) -> dict[str, dict[str, str | int]]:
         return {

src/documents/management/commands/prune_audit_logs.py

@@ -9,6 +9,9 @@ class Command(PaperlessCommand):
 
     help = "Prunes the audit logs of objects that no longer exist."
 
+    supports_progress_bar = True
+    supports_multiprocessing = False
+
     def handle(self, *args, **options):
         with transaction.atomic():
             for log_entry in self.track(

src/documents/matching.py

@@ -169,7 +169,7 @@ def match_storage_paths(document: Document, classifier: DocumentClassifier, user
 def matches(matching_model: MatchingModel, document: Document):
     search_flags = 0
 
-    document_content = document.content
+    document_content = document.get_effective_content() or ""
 
     # Check that match is not empty
     if not matching_model.match.strip():

src/documents/models.py

@@ -361,6 +361,42 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
             res += f" {self.title}"
         return res
 
+    def get_effective_content(self) -> str | None:
+        """
+        Returns the effective content for the document.
+
+        For root documents, this is the latest version's content when available.
+        For version documents, this is always the document's own content.
+        If the queryset already annotated ``effective_content``, that value is used.
+        """
+        if hasattr(self, "effective_content"):
+            return getattr(self, "effective_content")
+
+        if self.root_document_id is not None or self.pk is None:
+            return self.content
+
+        prefetched_cache = getattr(self, "_prefetched_objects_cache", None)
+        prefetched_versions = (
+            prefetched_cache.get("versions")
+            if isinstance(prefetched_cache, dict)
+            else None
+        )
+        if prefetched_versions:
+            latest_prefetched = max(prefetched_versions, key=lambda doc: doc.id)
+            return latest_prefetched.content
+
+        latest_version_content = (
+            Document.objects.filter(root_document=self)
+            .order_by("-id")
+            .values_list("content", flat=True)
+            .first()
+        )
+        return (
+            latest_version_content
+            if latest_version_content is not None
+            else self.content
+        )
+
     @property
     def suggestion_content(self):
         """
@@ -373,15 +409,21 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
         This improves processing speed for large documents while keeping
         enough context for accurate suggestions.
         """
-        if not self.content or len(self.content) <= 1200000:
+        effective_content = self.get_effective_content()
-            return self.content
+        if not effective_content or len(effective_content) <= 1200000:
+            return effective_content
         else:
             # Use 80% from the start and 20% from the end
             # to preserve both opening and closing context.
             head_len = 800000
             tail_len = 200000
 
-            return " ".join((self.content[:head_len], self.content[-tail_len:]))
+            return " ".join(
+                (
+                    effective_content[:head_len],
+                    effective_content[-tail_len:],
+                ),
+            )
 
     @property
     def source_path(self) -> Path:

src/documents/serialisers.py

@@ -703,15 +703,6 @@ class StoragePathField(serializers.PrimaryKeyRelatedField):
 
 
 class CustomFieldSerializer(serializers.ModelSerializer):
-    def __init__(self, *args, **kwargs):
-        context = kwargs.get("context")
-        self.api_version = int(
-            context.get("request").version
-            if context and context.get("request")
-            else settings.REST_FRAMEWORK["DEFAULT_VERSION"],
-        )
-        super().__init__(*args, **kwargs)
-
     data_type = serializers.ChoiceField(
         choices=CustomField.FieldDataType,
         read_only=False,
@@ -791,38 +782,6 @@ class CustomFieldSerializer(serializers.ModelSerializer):
             )
         return super().validate(attrs)
 
-    def to_internal_value(self, data):
-        ret = super().to_internal_value(data)
-
-        if (
-            self.api_version < 7
-            and ret.get("data_type", "") == CustomField.FieldDataType.SELECT
-            and isinstance(ret.get("extra_data", {}).get("select_options"), list)
-        ):
-            ret["extra_data"]["select_options"] = [
-                {
-                    "label": option,
-                    "id": get_random_string(length=16),
-                }
-                for option in ret["extra_data"]["select_options"]
-            ]
-
-        return ret
-
-    def to_representation(self, instance):
-        ret = super().to_representation(instance)
-
-        if (
-            self.api_version < 7
-            and instance.data_type == CustomField.FieldDataType.SELECT
-        ):
-            # Convert the select options with ids to a list of strings
-            ret["extra_data"]["select_options"] = [
-                option["label"] for option in ret["extra_data"]["select_options"]
-            ]
-
-        return ret
-
 
 class ReadWriteSerializerMethodField(serializers.SerializerMethodField):
     """
@@ -937,50 +896,6 @@ class CustomFieldInstanceSerializer(serializers.ModelSerializer):
 
         return data
 
-    def get_api_version(self):
-        return int(
-            self.context.get("request").version
-            if self.context.get("request")
-            else settings.REST_FRAMEWORK["DEFAULT_VERSION"],
-        )
-
-    def to_internal_value(self, data):
-        ret = super().to_internal_value(data)
-
-        if (
-            self.get_api_version() < 7
-            and ret.get("field").data_type == CustomField.FieldDataType.SELECT
-            and ret.get("value") is not None
-        ):
-            # Convert the index of the option in the field.extra_data["select_options"]
-            # list to the options unique id
-            ret["value"] = ret.get("field").extra_data["select_options"][ret["value"]][
-                "id"
-            ]
-
-        return ret
-
-    def to_representation(self, instance):
-        ret = super().to_representation(instance)
-
-        if (
-            self.get_api_version() < 7
-            and instance.field.data_type == CustomField.FieldDataType.SELECT
-        ):
-            # return the index of the option in the field.extra_data["select_options"] list
-            ret["value"] = next(
-                (
-                    idx
-                    for idx, option in enumerate(
-                        instance.field.extra_data["select_options"],
-                    )
-                    if option["id"] == instance.value
-                ),
-                None,
-            )
-
-        return ret
-
     class Meta:
         model = CustomFieldInstance
         fields = [
@@ -1004,20 +919,6 @@ class NotesSerializer(serializers.ModelSerializer):
         fields = ["id", "note", "created", "user"]
         ordering = ["-created"]
 
-    def to_representation(self, instance):
-        ret = super().to_representation(instance)
-
-        request = self.context.get("request")
-        api_version = int(
-            request.version if request else settings.REST_FRAMEWORK["DEFAULT_VERSION"],
-        )
-
-        if api_version < 8 and "user" in ret:
-            user_id = ret["user"]["id"]
-            ret["user"] = user_id
-
-        return ret
-
 
 def _get_viewable_duplicates(
     document: Document,
@@ -1172,22 +1073,6 @@ class DocumentSerializer(
             doc["content"] = getattr(instance, "effective_content") or ""
         if self.truncate_content and "content" in self.fields:
             doc["content"] = doc.get("content")[0:550]
-
-        request = self.context.get("request")
-        api_version = int(
-            request.version if request else settings.REST_FRAMEWORK["DEFAULT_VERSION"],
-        )
-
-        if api_version < 9 and "created" in self.fields:
-            # provide created as a datetime for backwards compatibility
-            from django.utils import timezone
-
-            doc["created"] = timezone.make_aware(
-                datetime.combine(
-                    instance.created,
-                    datetime.min.time(),
-                ),
-            ).isoformat()
         return doc
 
     def to_internal_value(self, data):
@@ -1440,6 +1325,124 @@ class SavedViewSerializer(OwnedObjectSerializer):
             "set_permissions",
         ]
 
+    def _get_api_version(self) -> int:
+        request = self.context.get("request")
+        return int(
+            request.version if request else settings.REST_FRAMEWORK["DEFAULT_VERSION"],
+        )
+
+    def _update_legacy_visibility_preferences(
+        self,
+        saved_view_id: int,
+        *,
+        show_on_dashboard: bool | None,
+        show_in_sidebar: bool | None,
+    ) -> UiSettings | None:
+        if show_on_dashboard is None and show_in_sidebar is None:
+            return None
+
+        request = self.context.get("request")
+        user = request.user if request else self.user
+        if user is None:
+            return None
+
+        ui_settings, _ = UiSettings.objects.get_or_create(
+            user=user,
+            defaults={"settings": {}},
+        )
+        current_settings = (
+            ui_settings.settings if isinstance(ui_settings.settings, dict) else {}
+        )
+        current_settings = dict(current_settings)
+
+        saved_views_settings = current_settings.get("saved_views")
+        if isinstance(saved_views_settings, dict):
+            saved_views_settings = dict(saved_views_settings)
+        else:
+            saved_views_settings = {}
+
+        dashboard_ids = {
+            int(raw_id)
+            for raw_id in saved_views_settings.get("dashboard_views_visible_ids", [])
+            if str(raw_id).isdigit()
+        }
+        sidebar_ids = {
+            int(raw_id)
+            for raw_id in saved_views_settings.get("sidebar_views_visible_ids", [])
+            if str(raw_id).isdigit()
+        }
+
+        if show_on_dashboard is not None:
+            if show_on_dashboard:
+                dashboard_ids.add(saved_view_id)
+            else:
+                dashboard_ids.discard(saved_view_id)
+        if show_in_sidebar is not None:
+            if show_in_sidebar:
+                sidebar_ids.add(saved_view_id)
+            else:
+                sidebar_ids.discard(saved_view_id)
+
+        saved_views_settings["dashboard_views_visible_ids"] = sorted(dashboard_ids)
+        saved_views_settings["sidebar_views_visible_ids"] = sorted(sidebar_ids)
+        current_settings["saved_views"] = saved_views_settings
+        ui_settings.settings = current_settings
+        ui_settings.save(update_fields=["settings"])
+        return ui_settings
+
+    def to_representation(self, instance):
+        # TODO: remove this and related backwards compatibility code when API v9 is dropped
+        ret = super().to_representation(instance)
+        request = self.context.get("request")
+        api_version = self._get_api_version()
+
+        if api_version < 10:
+            dashboard_ids = set()
+            sidebar_ids = set()
+            user = request.user if request else None
+            if user is not None and hasattr(user, "ui_settings"):
+                ui_settings = user.ui_settings.settings or None
+                saved_views = None
+                if isinstance(ui_settings, dict):
+                    saved_views = ui_settings.get("saved_views", {})
+                if isinstance(saved_views, dict):
+                    dashboard_ids = set(
+                        saved_views.get("dashboard_views_visible_ids", []),
+                    )
+                    sidebar_ids = set(
+                        saved_views.get("sidebar_views_visible_ids", []),
+                    )
+            ret["show_on_dashboard"] = instance.id in dashboard_ids
+            ret["show_in_sidebar"] = instance.id in sidebar_ids
+
+        return ret
+
+    def to_internal_value(self, data):
+        # TODO: remove this and related backwards compatibility code when API v9 is dropped
+        api_version = self._get_api_version()
+        if api_version >= 10:
+            return super().to_internal_value(data)
+
+        normalized_data = data.copy()
+        legacy_visibility_fields = {}
+        boolean_field = serializers.BooleanField()
+
+        for field_name in ("show_on_dashboard", "show_in_sidebar"):
+            if field_name in normalized_data:
+                try:
+                    legacy_visibility_fields[field_name] = (
+                        boolean_field.to_internal_value(
+                            normalized_data.get(field_name),
+                        )
+                    )
+                except serializers.ValidationError as exc:
+                    raise serializers.ValidationError({field_name: exc.detail})
+                del normalized_data[field_name]
+
+        ret = super().to_internal_value(normalized_data)
+        ret.update(legacy_visibility_fields)
+        return ret
+
     def validate(self, attrs):
         attrs = super().validate(attrs)
         if "display_fields" in attrs and attrs["display_fields"] is not None:
@@ -1459,6 +1462,9 @@ class SavedViewSerializer(OwnedObjectSerializer):
         return attrs
 
     def update(self, instance, validated_data):
+        request = self.context.get("request")
+        show_on_dashboard = validated_data.pop("show_on_dashboard", None)
+        show_in_sidebar = validated_data.pop("show_in_sidebar", None)
         if "filter_rules" in validated_data:
             rules_data = validated_data.pop("filter_rules")
         else:
@@ -1480,9 +1486,19 @@ class SavedViewSerializer(OwnedObjectSerializer):
             SavedViewFilterRule.objects.filter(saved_view=instance).delete()
             for rule_data in rules_data:
                 SavedViewFilterRule.objects.create(saved_view=instance, **rule_data)
+        ui_settings = self._update_legacy_visibility_preferences(
+            instance.id,
+            show_on_dashboard=show_on_dashboard,
+            show_in_sidebar=show_in_sidebar,
+        )
+        if request is not None and ui_settings is not None:
+            request.user.ui_settings = ui_settings
         return instance
 
     def create(self, validated_data):
+        request = self.context.get("request")
+        show_on_dashboard = validated_data.pop("show_on_dashboard", None)
+        show_in_sidebar = validated_data.pop("show_in_sidebar", None)
         rules_data = validated_data.pop("filter_rules")
         if "user" in validated_data:
             # backwards compatibility
@@ -1490,6 +1506,13 @@ class SavedViewSerializer(OwnedObjectSerializer):
         saved_view = super().create(validated_data)
         for rule_data in rules_data:
             SavedViewFilterRule.objects.create(saved_view=saved_view, **rule_data)
+        ui_settings = self._update_legacy_visibility_preferences(
+            saved_view.id,
+            show_on_dashboard=show_on_dashboard,
+            show_in_sidebar=show_in_sidebar,
+        )
+        if request is not None and ui_settings is not None:
+            request.user.ui_settings = ui_settings
         return saved_view
 
 
@@ -1517,11 +1540,124 @@ class DocumentListSerializer(serializers.Serializer):
         return documents
 
 
+class SourceModeValidationMixin:
+    def validate_source_mode(self, source_mode: str) -> str:
+        if source_mode not in bulk_edit.SourceModeChoices.__dict__.values():
+            raise serializers.ValidationError("Invalid source_mode")
+        return source_mode
+
+
+class RotateDocumentsSerializer(DocumentListSerializer, SourceModeValidationMixin):
+    degrees = serializers.IntegerField(required=True)
+    source_mode = serializers.CharField(
+        required=False,
+        default=bulk_edit.SourceModeChoices.LATEST_VERSION,
+    )
+
+
+class MergeDocumentsSerializer(DocumentListSerializer, SourceModeValidationMixin):
+    metadata_document_id = serializers.IntegerField(
+        required=False,
+        allow_null=True,
+    )
+    delete_originals = serializers.BooleanField(required=False, default=False)
+    archive_fallback = serializers.BooleanField(required=False, default=False)
+    source_mode = serializers.CharField(
+        required=False,
+        default=bulk_edit.SourceModeChoices.LATEST_VERSION,
+    )
+
+
+class EditPdfDocumentsSerializer(DocumentListSerializer, SourceModeValidationMixin):
+    operations = serializers.ListField(required=True)
+    delete_original = serializers.BooleanField(required=False, default=False)
+    update_document = serializers.BooleanField(required=False, default=False)
+    include_metadata = serializers.BooleanField(required=False, default=True)
+    source_mode = serializers.CharField(
+        required=False,
+        default=bulk_edit.SourceModeChoices.LATEST_VERSION,
+    )
+
+    def validate(self, attrs):
+        documents = attrs["documents"]
+        if len(documents) > 1:
+            raise serializers.ValidationError(
+                "Edit PDF method only supports one document",
+            )
+
+        operations = attrs["operations"]
+        if not isinstance(operations, list):
+            raise serializers.ValidationError("operations must be a list")
+
+        for op in operations:
+            if not isinstance(op, dict):
+                raise serializers.ValidationError("invalid operation entry")
+            if "page" not in op or not isinstance(op["page"], int):
+                raise serializers.ValidationError("page must be an integer")
+            if "rotate" in op and not isinstance(op["rotate"], int):
+                raise serializers.ValidationError("rotate must be an integer")
+            if "doc" in op and not isinstance(op["doc"], int):
+                raise serializers.ValidationError("doc must be an integer")
+
+        if attrs["update_document"]:
+            max_idx = max(op.get("doc", 0) for op in operations)
+            if max_idx > 0:
+                raise serializers.ValidationError(
+                    "update_document only allowed with a single output document",
+                )
+
+        doc = Document.objects.get(id=documents[0])
+        if doc.page_count:
+            for op in operations:
+                if op["page"] < 1 or op["page"] > doc.page_count:
+                    raise serializers.ValidationError(
+                        f"Page {op['page']} is out of bounds for document with {doc.page_count} pages.",
+                    )
+        return attrs
+
+
+class RemovePasswordDocumentsSerializer(
+    DocumentListSerializer,
+    SourceModeValidationMixin,
+):
+    password = serializers.CharField(required=True)
+    update_document = serializers.BooleanField(required=False, default=False)
+    delete_original = serializers.BooleanField(required=False, default=False)
+    include_metadata = serializers.BooleanField(required=False, default=True)
+    source_mode = serializers.CharField(
+        required=False,
+        default=bulk_edit.SourceModeChoices.LATEST_VERSION,
+    )
+
+
+class DeleteDocumentsSerializer(DocumentListSerializer):
+    pass
+
+
+class ReprocessDocumentsSerializer(DocumentListSerializer):
+    pass
+
+
 class BulkEditSerializer(
     SerializerWithPerms,
     DocumentListSerializer,
     SetPermissionsMixin,
+    SourceModeValidationMixin,
 ):
+    # TODO: remove this and related backwards compatibility code when API v9 is dropped
+    # split, delete_pages can be removed entirely
+    MOVED_DOCUMENT_ACTION_ENDPOINTS = {
+        "delete": "/api/documents/delete/",
+        "reprocess": "/api/documents/reprocess/",
+        "rotate": "/api/documents/rotate/",
+        "merge": "/api/documents/merge/",
+        "edit_pdf": "/api/documents/edit_pdf/",
+        "remove_password": "/api/documents/remove_password/",
+        "split": "/api/documents/edit_pdf/",
+        "delete_pages": "/api/documents/edit_pdf/",
+    }
+    LEGACY_DOCUMENT_ACTION_METHODS = tuple(MOVED_DOCUMENT_ACTION_ENDPOINTS.keys())
+
     method = serializers.ChoiceField(
         choices=[
             "set_correspondent",
@@ -1531,15 +1667,8 @@ class BulkEditSerializer(
             "remove_tag",
             "modify_tags",
             "modify_custom_fields",
-            "delete",
-            "reprocess",
             "set_permissions",
-            "rotate",
+            *LEGACY_DOCUMENT_ACTION_METHODS,
-            "merge",
-            "split",
-            "delete_pages",
-            "edit_pdf",
-            "remove_password",
         ],
         label="Method",
         write_only=True,
@@ -1617,8 +1746,7 @@ class BulkEditSerializer(
             return bulk_edit.edit_pdf
         elif method == "remove_password":
             return bulk_edit.remove_password
-        else:  # pragma: no cover
+        else:
-            # This will never happen as it is handled by the ChoiceField
             raise serializers.ValidationError("Unsupported method.")
 
     def _validate_parameters_tags(self, parameters) -> None:
@@ -1728,9 +1856,7 @@ class BulkEditSerializer(
             "source_mode",
             bulk_edit.SourceModeChoices.LATEST_VERSION,
         )
-        if source_mode not in bulk_edit.SourceModeChoices.__dict__.values():
+        parameters["source_mode"] = self.validate_source_mode(source_mode)
-            raise serializers.ValidationError("Invalid source_mode")
-        parameters["source_mode"] = source_mode
 
     def _validate_parameters_split(self, parameters) -> None:
         if "pages" not in parameters:

src/documents/tests/test_api_bulk_edit.py

@@ -422,6 +422,34 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(args[0], [self.doc1.id])
         self.assertEqual(len(kwargs), 0)
 
+    @mock.patch("documents.views.bulk_edit.delete")
+    def test_delete_documents_endpoint(self, m) -> None:
+        self.setup_mock(m, "delete")
+        response = self.client.post(
+            "/api/documents/delete/",
+            json.dumps({"documents": [self.doc1.id]}),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        m.assert_called_once()
+        args, kwargs = m.call_args
+        self.assertEqual(args[0], [self.doc1.id])
+        self.assertEqual(len(kwargs), 0)
+
+    @mock.patch("documents.views.bulk_edit.reprocess")
+    def test_reprocess_documents_endpoint(self, m) -> None:
+        self.setup_mock(m, "reprocess")
+        response = self.client.post(
+            "/api/documents/reprocess/",
+            json.dumps({"documents": [self.doc1.id]}),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        m.assert_called_once()
+        args, kwargs = m.call_args
+        self.assertEqual(args[0], [self.doc1.id])
+        self.assertEqual(len(kwargs), 0)
+
     @mock.patch("documents.serialisers.bulk_edit.set_storage_path")
     def test_api_set_storage_path(self, m) -> None:
         """
@@ -877,7 +905,7 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(kwargs["merge"], True)
 
     @mock.patch("documents.serialisers.bulk_edit.set_storage_path")
-    @mock.patch("documents.serialisers.bulk_edit.merge")
+    @mock.patch("documents.views.bulk_edit.merge")
     def test_insufficient_global_perms(self, mock_merge, mock_set_storage) -> None:
         """
         GIVEN:
@@ -912,12 +940,11 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         mock_set_storage.assert_not_called()
 
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/merge/",
             json.dumps(
                 {
                     "documents": [self.doc1.id],
-                    "method": "merge",
+                    "metadata_document_id": self.doc1.id,
-                    "parameters": {"metadata_document_id": self.doc1.id},
                 },
             ),
             content_type="application/json",
@@ -927,15 +954,12 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         mock_merge.assert_not_called()
 
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/merge/",
             json.dumps(
                 {
                     "documents": [self.doc1.id],
-                    "method": "merge",
+                    "metadata_document_id": self.doc1.id,
-                    "parameters": {
+                    "delete_originals": True,
-                        "metadata_document_id": self.doc1.id,
-                        "delete_originals": True,
-                    },
                 },
             ),
             content_type="application/json",
@@ -1052,85 +1076,57 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
 
         m.assert_called_once()
 
-    @mock.patch("documents.serialisers.bulk_edit.rotate")
+    @mock.patch("documents.views.bulk_edit.rotate")
     def test_rotate(self, m) -> None:
         self.setup_mock(m, "rotate")
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/rotate/",
             json.dumps(
                 {
                     "documents": [self.doc2.id, self.doc3.id],
-                    "method": "rotate",
+                    "degrees": 90,
-                    "parameters": {"degrees": 90},
                 },
             ),
             content_type="application/json",
         )
 
         self.assertEqual(response.status_code, status.HTTP_200_OK)
-
         m.assert_called_once()
         args, kwargs = m.call_args
         self.assertCountEqual(args[0], [self.doc2.id, self.doc3.id])
         self.assertEqual(kwargs["degrees"], 90)
-
+        self.assertEqual(kwargs["source_mode"], "latest_version")
-    @mock.patch("documents.serialisers.bulk_edit.rotate")
-    def test_rotate_invalid_params(self, m) -> None:
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id, self.doc3.id],
-                    "method": "rotate",
-                    "parameters": {"degrees": "foo"},
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id, self.doc3.id],
-                    "method": "rotate",
-                    "parameters": {"degrees": 90.5},
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-
-        m.assert_not_called()
-
-    @mock.patch("documents.serialisers.bulk_edit.merge")
-    def test_merge(self, m) -> None:
-        self.setup_mock(m, "merge")
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id, self.doc3.id],
-                    "method": "merge",
-                    "parameters": {"metadata_document_id": self.doc3.id},
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-
-        m.assert_called_once()
-        args, kwargs = m.call_args
-        self.assertCountEqual(args[0], [self.doc2.id, self.doc3.id])
-        self.assertEqual(kwargs["metadata_document_id"], self.doc3.id)
         self.assertEqual(kwargs["user"], self.user)
 
-    @mock.patch("documents.serialisers.bulk_edit.merge")
+    @mock.patch("documents.views.bulk_edit.rotate")
-    def test_merge_and_delete_insufficient_permissions(self, m) -> None:
+    def test_rotate_invalid_params(self, m) -> None:
+        response = self.client.post(
+            "/api/documents/rotate/",
+            json.dumps(
+                {
+                    "documents": [self.doc2.id, self.doc3.id],
+                    "degrees": "foo",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+
+        response = self.client.post(
+            "/api/documents/rotate/",
+            json.dumps(
+                {
+                    "documents": [self.doc2.id, self.doc3.id],
+                    "degrees": 90.5,
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+        m.assert_not_called()
+
+    @mock.patch("documents.views.bulk_edit.rotate")
+    def test_rotate_insufficient_permissions(self, m) -> None:
         self.doc1.owner = User.objects.get(username="temp_admin")
         self.doc1.save()
         user1 = User.objects.create(username="user1")
@@ -1138,17 +1134,13 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         user1.save()
         self.client.force_authenticate(user=user1)
 
-        self.setup_mock(m, "merge")
+        self.setup_mock(m, "rotate")
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/rotate/",
             json.dumps(
                 {
                     "documents": [self.doc1.id, self.doc2.id],
-                    "method": "merge",
+                    "degrees": 90,
-                    "parameters": {
-                        "metadata_document_id": self.doc2.id,
-                        "delete_originals": True,
-                    },
                 },
             ),
             content_type="application/json",
@@ -1159,15 +1151,11 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.content, b"Insufficient permissions")
 
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/rotate/",
             json.dumps(
                 {
                     "documents": [self.doc2.id, self.doc3.id],
-                    "method": "merge",
+                    "degrees": 90,
-                    "parameters": {
-                        "metadata_document_id": self.doc2.id,
-                        "delete_originals": True,
-                    },
                 },
             ),
             content_type="application/json",
@@ -1176,27 +1164,78 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         m.assert_called_once()
 
-    @mock.patch("documents.serialisers.bulk_edit.merge")
+    @mock.patch("documents.views.bulk_edit.merge")
-    def test_merge_invalid_parameters(self, m) -> None:
+    def test_merge(self, m) -> None:
-        """
-        GIVEN:
-            - API data for merging documents is called
-            - The parameters are invalid
-        WHEN:
-            - API is called
-        THEN:
-            - The API fails with a correct error code
-        """
         self.setup_mock(m, "merge")
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/merge/",
+            json.dumps(
+                {
+                    "documents": [self.doc2.id, self.doc3.id],
+                    "metadata_document_id": self.doc3.id,
+                },
+            ),
+            content_type="application/json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        m.assert_called_once()
+        args, kwargs = m.call_args
+        self.assertCountEqual(args[0], [self.doc2.id, self.doc3.id])
+        self.assertEqual(kwargs["metadata_document_id"], self.doc3.id)
+        self.assertEqual(kwargs["source_mode"], "latest_version")
+        self.assertEqual(kwargs["user"], self.user)
+
+    @mock.patch("documents.views.bulk_edit.merge")
+    def test_merge_and_delete_insufficient_permissions(self, m) -> None:
+        self.doc1.owner = User.objects.get(username="temp_admin")
+        self.doc1.save()
+        user1 = User.objects.create(username="user1")
+        user1.user_permissions.add(*Permission.objects.all())
+        user1.save()
+        self.client.force_authenticate(user=user1)
+
+        self.setup_mock(m, "merge")
+        response = self.client.post(
+            "/api/documents/merge/",
             json.dumps(
                 {
                     "documents": [self.doc1.id, self.doc2.id],
-                    "method": "merge",
+                    "metadata_document_id": self.doc2.id,
-                    "parameters": {
+                    "delete_originals": True,
-                        "delete_originals": "not_boolean",
+                },
-                    },
+            ),
+            content_type="application/json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        m.assert_not_called()
+        self.assertEqual(response.content, b"Insufficient permissions")
+
+        response = self.client.post(
+            "/api/documents/merge/",
+            json.dumps(
+                {
+                    "documents": [self.doc2.id, self.doc3.id],
+                    "metadata_document_id": self.doc2.id,
+                    "delete_originals": True,
+                },
+            ),
+            content_type="application/json",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        m.assert_called_once()
+
+    @mock.patch("documents.views.bulk_edit.merge")
+    def test_merge_invalid_parameters(self, m) -> None:
+        self.setup_mock(m, "merge")
+        response = self.client.post(
+            "/api/documents/merge/",
+            json.dumps(
+                {
+                    "documents": [self.doc1.id, self.doc2.id],
+                    "delete_originals": "not_boolean",
                 },
             ),
             content_type="application/json",
@@ -1205,207 +1244,67 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         m.assert_not_called()
 
-    @mock.patch("documents.serialisers.bulk_edit.split")
+    def test_bulk_edit_allows_legacy_file_methods_with_warning(self) -> None:
-    def test_split(self, m) -> None:
+        method_payloads = {
-        self.setup_mock(m, "split")
+            "delete": {},
-        response = self.client.post(
+            "reprocess": {},
-            "/api/documents/bulk_edit/",
+            "rotate": {"degrees": 90},
-            json.dumps(
+            "merge": {"metadata_document_id": self.doc2.id},
-                {
+            "edit_pdf": {"operations": [{"page": 1}]},
-                    "documents": [self.doc2.id],
+            "remove_password": {"password": "secret"},
-                    "method": "split",
+            "split": {"pages": "1,2-4"},
-                    "parameters": {"pages": "1,2-4,5-6,7"},
+            "delete_pages": {"pages": [1, 2]},
-                },
+        }
-            ),
-            content_type="application/json",
-        )
 
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        for version in (9, 10):
+            for method, parameters in method_payloads.items():
+                with self.subTest(method=method, version=version):
+                    with mock.patch(
+                        f"documents.views.bulk_edit.{method}",
+                    ) as mocked_method:
+                        self.setup_mock(mocked_method, method)
+                        with self.assertLogs("paperless.api", level="WARNING") as logs:
+                            response = self.client.post(
+                                "/api/documents/bulk_edit/",
+                                json.dumps(
+                                    {
+                                        "documents": [self.doc2.id],
+                                        "method": method,
+                                        "parameters": parameters,
+                                    },
+                                ),
+                                content_type="application/json",
+                                headers={
+                                    "Accept": f"application/json; version={version}",
+                                },
+                            )
 
-        m.assert_called_once()
+                        self.assertEqual(response.status_code, status.HTTP_200_OK)
-        args, kwargs = m.call_args
+                        mocked_method.assert_called_once()
-        self.assertCountEqual(args[0], [self.doc2.id])
+                        self.assertTrue(
-        self.assertEqual(kwargs["pages"], [[1], [2, 3, 4], [5, 6], [7]])
+                            any(
-        self.assertEqual(kwargs["user"], self.user)
+                                "Deprecated bulk_edit method" in entry
+                                and f"'{method}'" in entry
+                                for entry in logs.output
+                            ),
+                        )
 
-    def test_split_invalid_params(self) -> None:
+    @mock.patch("documents.views.bulk_edit.edit_pdf")
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "split",
-                    "parameters": {},  # pages not specified
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"pages not specified", response.content)
-
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "split",
-                    "parameters": {"pages": "1:7"},  # wrong format
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"invalid pages specified", response.content)
-
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [
-                        self.doc1.id,
-                        self.doc2.id,
-                    ],  # only one document supported
-                    "method": "split",
-                    "parameters": {"pages": "1-2,3-7"},  # wrong format
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"Split method only supports one document", response.content)
-
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "split",
-                    "parameters": {
-                        "pages": "1",
-                        "delete_originals": "notabool",
-                    },  # not a bool
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"delete_originals must be a boolean", response.content)
-
-    @mock.patch("documents.serialisers.bulk_edit.delete_pages")
-    def test_delete_pages(self, m) -> None:
-        self.setup_mock(m, "delete_pages")
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "delete_pages",
-                    "parameters": {"pages": [1, 2, 3, 4]},
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-
-        m.assert_called_once()
-        args, kwargs = m.call_args
-        self.assertCountEqual(args[0], [self.doc2.id])
-        self.assertEqual(kwargs["pages"], [1, 2, 3, 4])
-
-    def test_delete_pages_invalid_params(self) -> None:
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [
-                        self.doc1.id,
-                        self.doc2.id,
-                    ],  # only one document supported
-                    "method": "delete_pages",
-                    "parameters": {
-                        "pages": [1, 2, 3, 4],
-                    },
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(
-            b"Delete pages method only supports one document",
-            response.content,
-        )
-
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "delete_pages",
-                    "parameters": {},  # pages not specified
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"pages not specified", response.content)
-
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "delete_pages",
-                    "parameters": {"pages": "1-3"},  # not a list
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"pages must be a list", response.content)
-
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "delete_pages",
-                    "parameters": {"pages": ["1-3"]},  # not ints
-                },
-            ),
-            content_type="application/json",
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"pages must be a list of integers", response.content)
-
-    @mock.patch("documents.serialisers.bulk_edit.edit_pdf")
     def test_edit_pdf(self, m) -> None:
         self.setup_mock(m, "edit_pdf")
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "edit_pdf",
+                    "operations": [{"page": 1}],
-                    "parameters": {
+                    "source_mode": "explicit_selection",
-                        "operations": [{"page": 1}],
-                        "source_mode": "explicit_selection",
-                    },
                 },
             ),
             content_type="application/json",
         )
 
         self.assertEqual(response.status_code, status.HTTP_200_OK)
-
         m.assert_called_once()
         args, kwargs = m.call_args
         self.assertCountEqual(args[0], [self.doc2.id])
@@ -1414,14 +1313,12 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(kwargs["user"], self.user)
 
     def test_edit_pdf_invalid_params(self) -> None:
-        # multiple documents
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id, self.doc3.id],
-                    "method": "edit_pdf",
+                    "operations": [{"page": 1}],
-                    "parameters": {"operations": [{"page": 1}]},
                 },
             ),
             content_type="application/json",
@@ -1429,44 +1326,25 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertIn(b"Edit PDF method only supports one document", response.content)
 
-        # no operations specified
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "edit_pdf",
+                    "operations": "not_a_list",
-                    "parameters": {},
                 },
             ),
             content_type="application/json",
         )
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"operations not specified", response.content)
+        self.assertIn(b"Expected a list of items", response.content)
 
-        # operations not a list
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "edit_pdf",
+                    "operations": ["invalid_operation"],
-                    "parameters": {"operations": "not_a_list"},
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"operations must be a list", response.content)
-
-        # invalid operation
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "edit_pdf",
-                    "parameters": {"operations": ["invalid_operation"]},
                 },
             ),
             content_type="application/json",
@@ -1474,14 +1352,12 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertIn(b"invalid operation entry", response.content)
 
-        # page not an int
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "edit_pdf",
+                    "operations": [{"page": "not_an_int"}],
-                    "parameters": {"operations": [{"page": "not_an_int"}]},
                 },
             ),
             content_type="application/json",
@@ -1489,14 +1365,12 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertIn(b"page must be an integer", response.content)
 
-        # rotate not an int
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "edit_pdf",
+                    "operations": [{"page": 1, "rotate": "not_an_int"}],
-                    "parameters": {"operations": [{"page": 1, "rotate": "not_an_int"}]},
                 },
             ),
             content_type="application/json",
@@ -1504,14 +1378,12 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertIn(b"rotate must be an integer", response.content)
 
-        # doc not an int
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "edit_pdf",
+                    "operations": [{"page": 1, "doc": "not_an_int"}],
-                    "parameters": {"operations": [{"page": 1, "doc": "not_an_int"}]},
                 },
             ),
             content_type="application/json",
@@ -1519,53 +1391,13 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertIn(b"doc must be an integer", response.content)
 
-        # update_document not a boolean
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "edit_pdf",
+                    "update_document": True,
-                    "parameters": {
+                    "operations": [{"page": 1, "doc": 1}, {"page": 2, "doc": 2}],
-                        "update_document": "not_a_bool",
-                        "operations": [{"page": 1}],
-                    },
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"update_document must be a boolean", response.content)
-
-        # include_metadata not a boolean
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "edit_pdf",
-                    "parameters": {
-                        "include_metadata": "not_a_bool",
-                        "operations": [{"page": 1}],
-                    },
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"include_metadata must be a boolean", response.content)
-
-        # update_document True but output would be multiple documents
-        response = self.client.post(
-            "/api/documents/bulk_edit/",
-            json.dumps(
-                {
-                    "documents": [self.doc2.id],
-                    "method": "edit_pdf",
-                    "parameters": {
-                        "update_document": True,
-                        "operations": [{"page": 1, "doc": 1}, {"page": 2, "doc": 2}],
-                    },
                 },
             ),
             content_type="application/json",
@@ -1576,17 +1408,13 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
             response.content,
         )
 
-        # invalid source mode
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "edit_pdf",
+                    "operations": [{"page": 1}],
-                    "parameters": {
+                    "source_mode": "not_a_mode",
-                        "operations": [{"page": 1}],
-                        "source_mode": "not_a_mode",
-                    },
                 },
             ),
             content_type="application/json",
@@ -1594,42 +1422,70 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertIn(b"Invalid source_mode", response.content)
 
-    @mock.patch("documents.serialisers.bulk_edit.edit_pdf")
+    @mock.patch("documents.views.bulk_edit.edit_pdf")
     def test_edit_pdf_page_out_of_bounds(self, m) -> None:
-        """
-        GIVEN:
-            - API data for editing PDF is called
-            - The page number is out of bounds
-        WHEN:
-            - API is called
-        THEN:
-            - The API fails with a correct error code
-        """
         self.setup_mock(m, "edit_pdf")
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "edit_pdf",
+                    "operations": [{"page": 99}],
-                    "parameters": {"operations": [{"page": 99}]},
                 },
             ),
             content_type="application/json",
         )
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertIn(b"out of bounds", response.content)
+        m.assert_not_called()
 
-    @mock.patch("documents.serialisers.bulk_edit.remove_password")
+    @mock.patch("documents.views.bulk_edit.edit_pdf")
-    def test_remove_password(self, m) -> None:
+    def test_edit_pdf_insufficient_permissions(self, m) -> None:
-        self.setup_mock(m, "remove_password")
+        self.doc1.owner = User.objects.get(username="temp_admin")
+        self.doc1.save()
+        user1 = User.objects.create(username="user1")
+        user1.user_permissions.add(*Permission.objects.all())
+        user1.save()
+        self.client.force_authenticate(user=user1)
+
+        self.setup_mock(m, "edit_pdf")
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/edit_pdf/",
+            json.dumps(
+                {
+                    "documents": [self.doc1.id],
+                    "operations": [{"page": 1}],
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        m.assert_not_called()
+        self.assertEqual(response.content, b"Insufficient permissions")
+
+        response = self.client.post(
+            "/api/documents/edit_pdf/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "remove_password",
+                    "operations": [{"page": 1}],
-                    "parameters": {"password": "secret", "update_document": True},
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        m.assert_called_once()
+
+    @mock.patch("documents.views.bulk_edit.remove_password")
+    def test_remove_password(self, m) -> None:
+        self.setup_mock(m, "remove_password")
+        response = self.client.post(
+            "/api/documents/remove_password/",
+            json.dumps(
+                {
+                    "documents": [self.doc2.id],
+                    "password": "secret",
+                    "update_document": True,
                 },
             ),
             content_type="application/json",
@@ -1641,36 +1497,69 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertCountEqual(args[0], [self.doc2.id])
         self.assertEqual(kwargs["password"], "secret")
         self.assertTrue(kwargs["update_document"])
+        self.assertEqual(kwargs["source_mode"], "latest_version")
         self.assertEqual(kwargs["user"], self.user)
 
     def test_remove_password_invalid_params(self) -> None:
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/remove_password/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "remove_password",
-                    "parameters": {},
                 },
             ),
             content_type="application/json",
         )
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"password not specified", response.content)
 
         response = self.client.post(
-            "/api/documents/bulk_edit/",
+            "/api/documents/remove_password/",
             json.dumps(
                 {
                     "documents": [self.doc2.id],
-                    "method": "remove_password",
+                    "password": 123,
-                    "parameters": {"password": 123},
                 },
             ),
             content_type="application/json",
         )
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn(b"password must be a string", response.content)
+
+    @mock.patch("documents.views.bulk_edit.remove_password")
+    def test_remove_password_insufficient_permissions(self, m) -> None:
+        self.doc1.owner = User.objects.get(username="temp_admin")
+        self.doc1.save()
+        user1 = User.objects.create(username="user1")
+        user1.user_permissions.add(*Permission.objects.all())
+        user1.save()
+        self.client.force_authenticate(user=user1)
+
+        self.setup_mock(m, "remove_password")
+        response = self.client.post(
+            "/api/documents/remove_password/",
+            json.dumps(
+                {
+                    "documents": [self.doc1.id],
+                    "password": "secret",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        m.assert_not_called()
+        self.assertEqual(response.content, b"Insufficient permissions")
+
+        response = self.client.post(
+            "/api/documents/remove_password/",
+            json.dumps(
+                {
+                    "documents": [self.doc2.id],
+                    "password": "secret",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        m.assert_called_once()
 
     @override_settings(AUDIT_LOG_ENABLED=True)
     def test_bulk_edit_audit_log_enabled_simple_field(self) -> None:

src/documents/tests/test_api_custom_fields.py

@@ -323,113 +323,6 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
 
         mock_delay.assert_called_once_with(cf_select)
 
-    def test_custom_field_select_old_version(self) -> None:
-        """
-        GIVEN:
-            - Nothing
-        WHEN:
-            - API post request is made for custom fields with api version header < 7
-            - API get request is made for custom fields with api version header < 7
-        THEN:
-            - The select options are created with unique ids
-            - The select options are returned in the old format
-        """
-        resp = self.client.post(
-            self.ENDPOINT,
-            headers={"Accept": "application/json; version=6"},
-            data=json.dumps(
-                {
-                    "data_type": "select",
-                    "name": "Select Field",
-                    "extra_data": {
-                        "select_options": [
-                            "Option 1",
-                            "Option 2",
-                        ],
-                    },
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(resp.status_code, status.HTTP_201_CREATED)
-
-        field = CustomField.objects.get(name="Select Field")
-        self.assertEqual(
-            field.extra_data["select_options"],
-            [
-                {"label": "Option 1", "id": ANY},
-                {"label": "Option 2", "id": ANY},
-            ],
-        )
-
-        resp = self.client.get(
-            f"{self.ENDPOINT}{field.id}/",
-            headers={"Accept": "application/json; version=6"},
-        )
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-
-        data = resp.json()
-        self.assertEqual(
-            data["extra_data"]["select_options"],
-            [
-                "Option 1",
-                "Option 2",
-            ],
-        )
-
-    def test_custom_field_select_value_old_version(self) -> None:
-        """
-        GIVEN:
-            - Existing document with custom field select
-        WHEN:
-            - API post request is made to add the field for document with api version header < 7
-            - API get request is made for document with api version header < 7
-        THEN:
-            - The select value is returned in the old format, the index of the option
-        """
-        custom_field_select = CustomField.objects.create(
-            name="Select Field",
-            data_type=CustomField.FieldDataType.SELECT,
-            extra_data={
-                "select_options": [
-                    {"label": "Option 1", "id": "abc-123"},
-                    {"label": "Option 2", "id": "def-456"},
-                ],
-            },
-        )
-
-        doc = Document.objects.create(
-            title="WOW",
-            content="the content",
-            checksum="123",
-            mime_type="application/pdf",
-        )
-
-        resp = self.client.patch(
-            f"/api/documents/{doc.id}/",
-            headers={"Accept": "application/json; version=6"},
-            data=json.dumps(
-                {
-                    "custom_fields": [
-                        {"field": custom_field_select.id, "value": 1},
-                    ],
-                },
-            ),
-            content_type="application/json",
-        )
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-        doc.refresh_from_db()
-        self.assertEqual(doc.custom_fields.first().value, "def-456")
-
-        resp = self.client.get(
-            f"/api/documents/{doc.id}/",
-            headers={"Accept": "application/json; version=6"},
-        )
-        self.assertEqual(resp.status_code, status.HTTP_200_OK)
-
-        data = resp.json()
-        self.assertEqual(data["custom_fields"][0]["value"], 1)
-
     def test_create_custom_field_monetary_validation(self) -> None:
         """
         GIVEN:

src/documents/tests/test_api_documents.py

@@ -41,6 +41,7 @@ from documents.models import SavedView
 from documents.models import ShareLink
 from documents.models import StoragePath
 from documents.models import Tag
+from documents.models import UiSettings
 from documents.models import Workflow
 from documents.models import WorkflowAction
 from documents.models import WorkflowTrigger
@@ -176,7 +177,7 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
         results = response.data["results"]
         self.assertEqual(len(results[0]), 0)
 
-    def test_document_fields_api_version_8_respects_created(self) -> None:
+    def test_document_fields_respects_created(self) -> None:
         Document.objects.create(
             title="legacy",
             checksum="123",
@@ -186,7 +187,6 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
 
         response = self.client.get(
             "/api/documents/?fields=id",
-            headers={"Accept": "application/json; version=8"},
             format="json",
         )
         self.assertEqual(response.status_code, status.HTTP_200_OK)
@@ -196,25 +196,22 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
 
         response = self.client.get(
             "/api/documents/?fields=id,created",
-            headers={"Accept": "application/json; version=8"},
             format="json",
         )
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         results = response.data["results"]
         self.assertIn("id", results[0])
         self.assertIn("created", results[0])
-        self.assertRegex(results[0]["created"], r"^2024-01-15T00:00:00.*$")
+        self.assertEqual(results[0]["created"], "2024-01-15")
 
-    def test_document_legacy_created_format(self) -> None:
+    def test_document_created_format(self) -> None:
         """
         GIVEN:
             - Existing document
         WHEN:
-            - Document is requested with api version ≥ 9
+            - Document is requested
-            - Document is requested with api version < 9
         THEN:
             - Document created field is returned as date
-            - Document created field is returned as datetime
         """
         doc = Document.objects.create(
             title="none",
@@ -225,14 +222,6 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
 
         response = self.client.get(
             f"/api/documents/{doc.pk}/",
-            headers={"Accept": "application/json; version=8"},
-        )
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-        self.assertRegex(response.data["created"], r"^2023-01-01T00:00:00.*$")
-
-        response = self.client.get(
-            f"/api/documents/{doc.pk}/",
-            headers={"Accept": "application/json; version=9"},
         )
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         self.assertEqual(response.data["created"], "2023-01-01")
@@ -2200,6 +2189,205 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         self.assertEqual(response.data["count"], 0)
 
+    def test_saved_view_api_version_backward_compatibility(self) -> None:
+        """
+        GIVEN:
+            - Saved views and UiSettings with visibility preferences
+        WHEN:
+            - API request with version=9 (legacy)
+            - API request with version=10 (current)
+        THEN:
+            - Version 9 returns show_on_dashboard and show_in_sidebar from UiSettings
+            - Version 10 omits these fields (moved to UiSettings)
+        """
+        v1 = SavedView.objects.create(
+            owner=self.user,
+            name="dashboard_view",
+            sort_field="created",
+        )
+        v2 = SavedView.objects.create(
+            owner=self.user,
+            name="sidebar_view",
+            sort_field="created",
+        )
+        v3 = SavedView.objects.create(
+            owner=self.user,
+            name="hidden_view",
+            sort_field="created",
+        )
+
+        UiSettings.objects.update_or_create(
+            user=self.user,
+            defaults={
+                "settings": {
+                    "saved_views": {
+                        "dashboard_views_visible_ids": [v1.id],
+                        "sidebar_views_visible_ids": [v2.id],
+                    },
+                },
+            },
+        )
+
+        response_v9 = self.client.get(
+            "/api/saved_views/",
+            headers={"Accept": "application/json; version=9"},
+            format="json",
+        )
+        self.assertEqual(response_v9.status_code, status.HTTP_200_OK)
+        results_v9 = {r["id"]: r for r in response_v9.data["results"]}
+        self.assertIn("show_on_dashboard", results_v9[v1.id])
+        self.assertIn("show_in_sidebar", results_v9[v1.id])
+        self.assertTrue(results_v9[v1.id]["show_on_dashboard"])
+        self.assertFalse(results_v9[v1.id]["show_in_sidebar"])
+        self.assertTrue(results_v9[v2.id]["show_in_sidebar"])
+        self.assertFalse(results_v9[v2.id]["show_on_dashboard"])
+        self.assertFalse(results_v9[v3.id]["show_on_dashboard"])
+        self.assertFalse(results_v9[v3.id]["show_in_sidebar"])
+
+        response_v10 = self.client.get(
+            "/api/saved_views/",
+            headers={"Accept": "application/json; version=10"},
+            format="json",
+        )
+        self.assertEqual(response_v10.status_code, status.HTTP_200_OK)
+        results_v10 = {r["id"]: r for r in response_v10.data["results"]}
+        self.assertNotIn("show_on_dashboard", results_v10[v1.id])
+        self.assertNotIn("show_in_sidebar", results_v10[v1.id])
+
+    def test_saved_view_api_version_9_user_without_ui_settings(self) -> None:
+        """
+        GIVEN:
+            - User with no UiSettings and a saved view
+        WHEN:
+            - API request with version=9
+        THEN:
+            - show_on_dashboard and show_in_sidebar are False (default)
+        """
+        SavedView.objects.create(
+            owner=self.user,
+            name="test_view",
+            sort_field="created",
+        )
+        UiSettings.objects.filter(user=self.user).delete()
+
+        response = self.client.get(
+            "/api/saved_views/",
+            headers={"Accept": "application/json; version=9"},
+            format="json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        result = response.data["results"][0]
+        self.assertFalse(result["show_on_dashboard"])
+        self.assertFalse(result["show_in_sidebar"])
+
+    def test_saved_view_api_version_9_create_writes_visibility_to_ui_settings(
+        self,
+    ) -> None:
+        """
+        GIVEN:
+            - No UiSettings for the current user
+        WHEN:
+            - A saved view is created through API version 9 with visibility flags
+        THEN:
+            - Visibility is persisted in UiSettings.saved_views
+        """
+        UiSettings.objects.filter(user=self.user).delete()
+
+        response = self.client.post(
+            "/api/saved_views/",
+            {
+                "name": "legacy-v9-create",
+                "sort_field": "created",
+                "filter_rules": [],
+                "show_on_dashboard": True,
+                "show_in_sidebar": False,
+            },
+            headers={"Accept": "application/json; version=9"},
+            format="json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
+        self.assertTrue(response.data["show_on_dashboard"])
+        self.assertFalse(response.data["show_in_sidebar"])
+
+        self.user.refresh_from_db()
+        self.assertTrue(hasattr(self.user, "ui_settings"))
+        saved_view_settings = self.user.ui_settings.settings["saved_views"]
+        self.assertListEqual(
+            saved_view_settings["dashboard_views_visible_ids"],
+            [response.data["id"]],
+        )
+        self.assertListEqual(saved_view_settings["sidebar_views_visible_ids"], [])
+
+    def test_saved_view_api_version_9_patch_writes_visibility_to_ui_settings(
+        self,
+    ) -> None:
+        """
+        GIVEN:
+            - Existing saved views and UiSettings visibility ids
+        WHEN:
+            - A saved view is updated through API version 9 visibility flags
+        THEN:
+            - The per-user UiSettings visibility ids are updated
+        """
+        v1 = SavedView.objects.create(
+            owner=self.user,
+            name="legacy-v9-patch-1",
+            sort_field="created",
+        )
+        v2 = SavedView.objects.create(
+            owner=self.user,
+            name="legacy-v9-patch-2",
+            sort_field="created",
+        )
+        UiSettings.objects.update_or_create(
+            user=self.user,
+            defaults={
+                "settings": {
+                    "saved_views": {
+                        "dashboard_views_visible_ids": [v1.id],
+                        "sidebar_views_visible_ids": [v1.id, v2.id],
+                    },
+                },
+            },
+        )
+
+        response = self.client.patch(
+            f"/api/saved_views/{v1.id}/",
+            {
+                "show_on_dashboard": False,
+            },
+            headers={"Accept": "application/json; version=9"},
+            format="json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertFalse(response.data["show_on_dashboard"])
+        self.assertTrue(response.data["show_in_sidebar"])
+
+        self.user.refresh_from_db()
+        saved_view_settings = self.user.ui_settings.settings["saved_views"]
+        self.assertListEqual(saved_view_settings["dashboard_views_visible_ids"], [])
+        self.assertListEqual(
+            saved_view_settings["sidebar_views_visible_ids"],
+            [v1.id, v2.id],
+        )
+
+        response = self.client.patch(
+            f"/api/saved_views/{v1.id}/",
+            {
+                "show_in_sidebar": False,
+            },
+            headers={"Accept": "application/json; version=9"},
+            format="json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertFalse(response.data["show_on_dashboard"])
+        self.assertFalse(response.data["show_in_sidebar"])
+
+        self.user.refresh_from_db()
+        saved_view_settings = self.user.ui_settings.settings["saved_views"]
+        self.assertListEqual(saved_view_settings["dashboard_views_visible_ids"], [])
+        self.assertListEqual(saved_view_settings["sidebar_views_visible_ids"], [v2.id])
+
     def test_saved_view_create_update_patch(self) -> None:
         User.objects.create_user("user1")
 
@@ -2603,26 +2791,6 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
             },
         )
 
-    def test_docnote_serializer_v7(self) -> None:
-        doc = Document.objects.create(
-            title="test",
-            mime_type="application/pdf",
-            content="this is a document which will have notes!",
-        )
-        Note.objects.create(
-            note="This is a note.",
-            document=doc,
-            user=self.user,
-        )
-        self.assertEqual(
-            self.client.get(
-                f"/api/documents/{doc.pk}/",
-                headers={"Accept": "application/json; version=7"},
-                format="json",
-            ).data["notes"][0]["user"],
-            self.user.id,
-        )
-
     def test_create_note(self) -> None:
         """
         GIVEN:
@@ -3391,14 +3559,13 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
             )
 
 
-class TestDocumentApiV2(DirectoriesMixin, APITestCase):
+class TestDocumentApiTagColors(DirectoriesMixin, APITestCase):
     def setUp(self) -> None:
         super().setUp()
 
         self.user = User.objects.create_superuser(username="temp_admin")
 
         self.client.force_authenticate(user=self.user)
-        self.client.defaults["HTTP_ACCEPT"] = "application/json; version=2"
 
     def test_tag_validate_color(self) -> None:
         self.assertEqual(

src/documents/tests/test_api_filter_by_custom_fields.py

@@ -152,7 +152,7 @@ class TestCustomFieldsSearch(DirectoriesMixin, APITestCase):
             context={
                 "request": types.SimpleNamespace(
                     method="GET",
-                    version="7",
+                    version="9",
                 ),
             },
         )

src/documents/tests/test_api_schema.py

@@ -25,3 +25,39 @@ class TestApiSchema(APITestCase):
 
         ui_response = self.client.get(self.ENDPOINT + "view/")
         self.assertEqual(ui_response.status_code, status.HTTP_200_OK)
+
+    def test_schema_includes_dedicated_document_edit_endpoints(self) -> None:
+        schema_response = self.client.get(self.ENDPOINT)
+        self.assertEqual(schema_response.status_code, status.HTTP_200_OK)
+
+        paths = schema_response.data["paths"]
+        self.assertIn("/api/documents/delete/", paths)
+        self.assertIn("/api/documents/reprocess/", paths)
+        self.assertIn("/api/documents/rotate/", paths)
+        self.assertIn("/api/documents/merge/", paths)
+        self.assertIn("/api/documents/edit_pdf/", paths)
+        self.assertIn("/api/documents/remove_password/", paths)
+
+    def test_schema_bulk_edit_advertises_legacy_document_action_methods(self) -> None:
+        schema_response = self.client.get(self.ENDPOINT)
+        self.assertEqual(schema_response.status_code, status.HTTP_200_OK)
+
+        schema = schema_response.data["components"]["schemas"]
+        bulk_schema = schema["BulkEditRequest"]
+        method_schema = bulk_schema["properties"]["method"]
+
+        # drf-spectacular emits the enum as a referenced schema for this field
+        enum_ref = method_schema["allOf"][0]["$ref"].split("/")[-1]
+        advertised_methods = schema[enum_ref]["enum"]
+
+        for action_method in [
+            "delete",
+            "reprocess",
+            "rotate",
+            "merge",
+            "edit_pdf",
+            "remove_password",
+            "split",
+            "delete_pages",
+        ]:
+            self.assertIn(action_method, advertised_methods)

src/documents/tests/test_document_model.py

@@ -156,6 +156,46 @@ class TestDocument(TestCase):
         )
         self.assertEqual(doc.get_public_filename(), "2020-12-25 test")
 
+    def test_suggestion_content_uses_latest_version_content_for_root_documents(
+        self,
+    ) -> None:
+        root = Document.objects.create(
+            title="root",
+            checksum="root",
+            mime_type="application/pdf",
+            content="outdated root content",
+        )
+        version = Document.objects.create(
+            title="v1",
+            checksum="v1",
+            mime_type="application/pdf",
+            root_document=root,
+            content="latest version content",
+        )
+
+        self.assertEqual(root.suggestion_content, version.content)
+
+    def test_content_length_is_per_document_row_for_versions(self) -> None:
+        root = Document.objects.create(
+            title="root",
+            checksum="root",
+            mime_type="application/pdf",
+            content="abc",
+        )
+        version = Document.objects.create(
+            title="v1",
+            checksum="v1",
+            mime_type="application/pdf",
+            root_document=root,
+            content="abcdefgh",
+        )
+
+        root.refresh_from_db()
+        version.refresh_from_db()
+
+        self.assertEqual(root.content_length, 3)
+        self.assertEqual(version.content_length, 8)
+
 
 def test_suggestion_content() -> None:
     """

src/documents/tests/test_management_exporter.py

@@ -147,7 +147,6 @@ class TestExportImport(
         else:
             raise ValueError(f"document with id {id} does not exist in manifest")
 
-    @override_settings(PASSPHRASE="test")
     def _do_export(
         self,
         *,
@@ -441,7 +440,6 @@ class TestExportImport(
         )
         self.assertRaises(FileNotFoundError, call_command, "document_exporter", target)
 
-    @override_settings(PASSPHRASE="test")
     def test_export_zipped(self) -> None:
         """
         GIVEN:
@@ -473,7 +471,6 @@ class TestExportImport(
             self.assertIn("manifest.json", zip.namelist())
             self.assertIn("metadata.json", zip.namelist())
 
-    @override_settings(PASSPHRASE="test")
     def test_export_zipped_format(self) -> None:
         """
         GIVEN:
@@ -510,7 +507,6 @@ class TestExportImport(
             self.assertIn("manifest.json", zip.namelist())
             self.assertIn("metadata.json", zip.namelist())
 
-    @override_settings(PASSPHRASE="test")
     def test_export_zipped_with_delete(self) -> None:
         """
         GIVEN:
@@ -753,6 +749,31 @@ class TestExportImport(
             call_command("document_importer", "--no-progress-bar", self.target)
             self.assertEqual(Document.objects.count(), 4)
 
+    def test_folder_prefix_with_split(self) -> None:
+        """
+        GIVEN:
+            - Request to export documents to directory
+        WHEN:
+            - Option use_folder_prefix is used
+            - Option split manifest is used
+        THEN:
+            - Documents can be imported again
+        """
+        shutil.rmtree(Path(self.dirs.media_dir) / "documents")
+        shutil.copytree(
+            Path(__file__).parent / "samples" / "documents",
+            Path(self.dirs.media_dir) / "documents",
+        )
+
+        self._do_export(use_folder_prefix=True, split_manifest=True)
+
+        with paperless_environment():
+            self.assertEqual(Document.objects.count(), 4)
+            Document.objects.all().delete()
+            self.assertEqual(Document.objects.count(), 0)
+            call_command("document_importer", "--no-progress-bar", self.target)
+            self.assertEqual(Document.objects.count(), 4)
+
     def test_import_db_transaction_failed(self) -> None:
         """
         GIVEN:

src/documents/tests/test_management_importer.py

@@ -119,15 +119,22 @@ class TestCommandImport(
             # No read permissions
             original_path.chmod(0o222)
 
+            manifest_path = Path(temp_dir) / "manifest.json"
+            manifest_path.write_text(
+                json.dumps(
+                    [
+                        {
+                            "model": "documents.document",
+                            EXPORTER_FILE_NAME: "original.pdf",
+                            EXPORTER_ARCHIVE_NAME: "archive.pdf",
+                        },
+                    ],
+                ),
+            )
+
             cmd = Command()
             cmd.source = Path(temp_dir)
-            cmd.manifest = [
+            cmd.manifest_paths = [manifest_path]
-                {
-                    "model": "documents.document",
-                    EXPORTER_FILE_NAME: "original.pdf",
-                    EXPORTER_ARCHIVE_NAME: "archive.pdf",
-                },
-            ]
             cmd.data_only = False
             with self.assertRaises(CommandError) as cm:
                 cmd.check_manifest_validity()
@@ -296,7 +303,7 @@ class TestCommandImport(
         (self.dirs.scratch_dir / "manifest.json").touch()
 
         # We're not building a manifest, so it fails, but this test doesn't care
-        with self.assertRaises(json.decoder.JSONDecodeError):
+        with self.assertRaises(CommandError):
             call_command(
                 "document_importer",
                 "--no-progress-bar",
@@ -325,7 +332,7 @@ class TestCommandImport(
         )
 
         # We're not building a manifest, so it fails, but this test doesn't care
-        with self.assertRaises(json.decoder.JSONDecodeError):
+        with self.assertRaises(CommandError):
             call_command(
                 "document_importer",
                 "--no-progress-bar",

src/documents/tests/test_matchables.py

@@ -48,6 +48,52 @@ class _TestMatchingBase(TestCase):
 
 
 class TestMatching(_TestMatchingBase):
+    def test_matches_uses_latest_version_content_for_root_documents(self) -> None:
+        root = Document.objects.create(
+            title="root",
+            checksum="root",
+            mime_type="application/pdf",
+            content="root content without token",
+        )
+        Document.objects.create(
+            title="v1",
+            checksum="v1",
+            mime_type="application/pdf",
+            root_document=root,
+            content="latest version contains keyword",
+        )
+        tag = Tag.objects.create(
+            name="tag",
+            match="keyword",
+            matching_algorithm=Tag.MATCH_ANY,
+        )
+
+        self.assertTrue(matching.matches(tag, root))
+
+    def test_matches_does_not_fall_back_to_root_content_when_version_exists(
+        self,
+    ) -> None:
+        root = Document.objects.create(
+            title="root",
+            checksum="root",
+            mime_type="application/pdf",
+            content="root contains keyword",
+        )
+        Document.objects.create(
+            title="v1",
+            checksum="v1",
+            mime_type="application/pdf",
+            root_document=root,
+            content="latest version without token",
+        )
+        tag = Tag.objects.create(
+            name="tag",
+            match="keyword",
+            matching_algorithm=Tag.MATCH_ANY,
+        )
+
+        self.assertFalse(matching.matches(tag, root))
+
     def test_match_none(self) -> None:
         self._test_matching(
             "",

src/documents/views.py

@@ -176,14 +176,20 @@ from documents.serialisers import BulkEditObjectsSerializer
 from documents.serialisers import BulkEditSerializer
 from documents.serialisers import CorrespondentSerializer
 from documents.serialisers import CustomFieldSerializer
+from documents.serialisers import DeleteDocumentsSerializer
 from documents.serialisers import DocumentListSerializer
 from documents.serialisers import DocumentSerializer
 from documents.serialisers import DocumentTypeSerializer
 from documents.serialisers import DocumentVersionLabelSerializer
 from documents.serialisers import DocumentVersionSerializer
+from documents.serialisers import EditPdfDocumentsSerializer
 from documents.serialisers import EmailSerializer
+from documents.serialisers import MergeDocumentsSerializer
 from documents.serialisers import NotesSerializer
 from documents.serialisers import PostDocumentSerializer
+from documents.serialisers import RemovePasswordDocumentsSerializer
+from documents.serialisers import ReprocessDocumentsSerializer
+from documents.serialisers import RotateDocumentsSerializer
 from documents.serialisers import RunTaskViewSerializer
 from documents.serialisers import SavedViewSerializer
 from documents.serialisers import SearchResultSerializer
@@ -2114,6 +2120,125 @@ class SavedViewViewSet(BulkPermissionMixin, PassUserMixin, ModelViewSet):
     ordering_fields = ("name",)
 
 
+class DocumentOperationPermissionMixin(PassUserMixin):
+    permission_classes = (IsAuthenticated,)
+    parser_classes = (parsers.JSONParser,)
+    METHOD_NAMES_REQUIRING_USER = {
+        "split",
+        "merge",
+        "rotate",
+        "delete_pages",
+        "edit_pdf",
+        "remove_password",
+    }
+
+    def _has_document_permissions(
+        self,
+        *,
+        user: User,
+        documents: list[int],
+        method,
+        parameters: dict[str, Any],
+    ) -> bool:
+        if user.is_superuser:
+            return True
+
+        document_objs = Document.objects.select_related("owner").filter(
+            pk__in=documents,
+        )
+        user_is_owner_of_all_documents = all(
+            (doc.owner == user or doc.owner is None) for doc in document_objs
+        )
+
+        # check global and object permissions for all documents
+        has_perms = user.has_perm("documents.change_document") and all(
+            has_perms_owner_aware(user, "change_document", doc) for doc in document_objs
+        )
+
+        # check ownership for methods that change original document
+        if (
+            (
+                has_perms
+                and method
+                in [
+                    bulk_edit.set_permissions,
+                    bulk_edit.delete,
+                    bulk_edit.rotate,
+                    bulk_edit.delete_pages,
+                    bulk_edit.edit_pdf,
+                    bulk_edit.remove_password,
+                ]
+            )
+            or (
+                method in [bulk_edit.merge, bulk_edit.split]
+                and parameters.get("delete_originals")
+            )
+            or (method == bulk_edit.edit_pdf and parameters.get("update_document"))
+        ):
+            has_perms = user_is_owner_of_all_documents
+
+        # check global add permissions for methods that create documents
+        if (
+            has_perms
+            and (
+                method in [bulk_edit.split, bulk_edit.merge]
+                or (
+                    method in [bulk_edit.edit_pdf, bulk_edit.remove_password]
+                    and not parameters.get("update_document")
+                )
+            )
+            and not user.has_perm("documents.add_document")
+        ):
+            has_perms = False
+
+        # check global delete permissions for methods that delete documents
+        if (
+            has_perms
+            and (
+                method == bulk_edit.delete
+                or (
+                    method in [bulk_edit.merge, bulk_edit.split]
+                    and parameters.get("delete_originals")
+                )
+            )
+            and not user.has_perm("documents.delete_document")
+        ):
+            has_perms = False
+
+        return has_perms
+
+    def _execute_document_action(
+        self,
+        *,
+        method,
+        validated_data: dict[str, Any],
+        operation_label: str,
+    ):
+        documents = validated_data["documents"]
+        parameters = {k: v for k, v in validated_data.items() if k != "documents"}
+        user = self.request.user
+
+        if method.__name__ in self.METHOD_NAMES_REQUIRING_USER:
+            parameters["user"] = user
+
+        if not self._has_document_permissions(
+            user=user,
+            documents=documents,
+            method=method,
+            parameters=parameters,
+        ):
+            return HttpResponseForbidden("Insufficient permissions")
+
+        try:
+            result = method(documents, **parameters)
+            return Response({"result": result})
+        except Exception as e:
+            logger.warning(f"An error occurred performing {operation_label}: {e!s}")
+            return HttpResponseBadRequest(
+                f"Error performing {operation_label}, check logs for more detail.",
+            )
+
+
 @extend_schema_view(
     post=extend_schema(
         operation_id="bulk_edit",
@@ -2132,7 +2257,7 @@ class SavedViewViewSet(BulkPermissionMixin, PassUserMixin, ModelViewSet):
         },
     ),
 )
-class BulkEditView(PassUserMixin):
+class BulkEditView(DocumentOperationPermissionMixin):
     MODIFIED_FIELD_BY_METHOD = {
         "set_correspondent": "correspondent",
         "set_document_type": "document_type",
@@ -2154,11 +2279,24 @@ class BulkEditView(PassUserMixin):
         "remove_password": None,
     }
 
-    permission_classes = (IsAuthenticated,)
     serializer_class = BulkEditSerializer
-    parser_classes = (parsers.JSONParser,)
 
     def post(self, request, *args, **kwargs):
+        request_method = request.data.get("method")
+        api_version = int(request.version or settings.REST_FRAMEWORK["DEFAULT_VERSION"])
+        # TODO: remove this and related backwards compatibility code when API v9 is dropped
+        if request_method in BulkEditSerializer.LEGACY_DOCUMENT_ACTION_METHODS:
+            endpoint = BulkEditSerializer.MOVED_DOCUMENT_ACTION_ENDPOINTS[
+                request_method
+            ]
+            logger.warning(
+                "Deprecated bulk_edit method '%s' requested on API version %s. "
+                "Use '%s' instead.",
+                request_method,
+                api_version,
+                endpoint,
+            )
+
         serializer = self.get_serializer(data=request.data)
         serializer.is_valid(raise_exception=True)
 
@@ -2166,82 +2304,15 @@ class BulkEditView(PassUserMixin):
         method = serializer.validated_data.get("method")
         parameters = serializer.validated_data.get("parameters")
         documents = serializer.validated_data.get("documents")
-        if method in [
+        if method.__name__ in self.METHOD_NAMES_REQUIRING_USER:
-            bulk_edit.split,
-            bulk_edit.merge,
-            bulk_edit.rotate,
-            bulk_edit.delete_pages,
-            bulk_edit.edit_pdf,
-            bulk_edit.remove_password,
-        ]:
             parameters["user"] = user
-
+        if not self._has_document_permissions(
-        if not user.is_superuser:
+            user=user,
-            document_objs = Document.objects.select_related("owner").filter(
+            documents=documents,
-                pk__in=documents,
+            method=method,
-            )
+            parameters=parameters,
-            user_is_owner_of_all_documents = all(
+        ):
-                (doc.owner == user or doc.owner is None) for doc in document_objs
+            return HttpResponseForbidden("Insufficient permissions")
-            )
-
-            # check global and object permissions for all documents
-            has_perms = user.has_perm("documents.change_document") and all(
-                has_perms_owner_aware(user, "change_document", doc)
-                for doc in document_objs
-            )
-
-            # check ownership for methods that change original document
-            if (
-                (
-                    has_perms
-                    and method
-                    in [
-                        bulk_edit.set_permissions,
-                        bulk_edit.delete,
-                        bulk_edit.rotate,
-                        bulk_edit.delete_pages,
-                        bulk_edit.edit_pdf,
-                        bulk_edit.remove_password,
-                    ]
-                )
-                or (
-                    method in [bulk_edit.merge, bulk_edit.split]
-                    and parameters["delete_originals"]
-                )
-                or (method == bulk_edit.edit_pdf and parameters["update_document"])
-            ):
-                has_perms = user_is_owner_of_all_documents
-
-            # check global add permissions for methods that create documents
-            if (
-                has_perms
-                and (
-                    method in [bulk_edit.split, bulk_edit.merge]
-                    or (
-                        method in [bulk_edit.edit_pdf, bulk_edit.remove_password]
-                        and not parameters["update_document"]
-                    )
-                )
-                and not user.has_perm("documents.add_document")
-            ):
-                has_perms = False
-
-            # check global delete permissions for methods that delete documents
-            if (
-                has_perms
-                and (
-                    method == bulk_edit.delete
-                    or (
-                        method in [bulk_edit.merge, bulk_edit.split]
-                        and parameters["delete_originals"]
-                    )
-                )
-                and not user.has_perm("documents.delete_document")
-            ):
-                has_perms = False
-
-            if not has_perms:
-                return HttpResponseForbidden("Insufficient permissions")
 
         try:
             modified_field = self.MODIFIED_FIELD_BY_METHOD.get(method.__name__, None)
@@ -2298,6 +2369,168 @@ class BulkEditView(PassUserMixin):
             )
 
 
+@extend_schema_view(
+    post=extend_schema(
+        operation_id="documents_rotate",
+        description="Rotate one or more documents",
+        responses={
+            200: inline_serializer(
+                name="RotateDocumentsResult",
+                fields={
+                    "result": serializers.CharField(),
+                },
+            ),
+        },
+    ),
+)
+class RotateDocumentsView(DocumentOperationPermissionMixin):
+    serializer_class = RotateDocumentsSerializer
+
+    def post(self, request, *args, **kwargs):
+        serializer = self.get_serializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+        return self._execute_document_action(
+            method=bulk_edit.rotate,
+            validated_data=serializer.validated_data,
+            operation_label="document rotate",
+        )
+
+
+@extend_schema_view(
+    post=extend_schema(
+        operation_id="documents_merge",
+        description="Merge selected documents into a new document",
+        responses={
+            200: inline_serializer(
+                name="MergeDocumentsResult",
+                fields={
+                    "result": serializers.CharField(),
+                },
+            ),
+        },
+    ),
+)
+class MergeDocumentsView(DocumentOperationPermissionMixin):
+    serializer_class = MergeDocumentsSerializer
+
+    def post(self, request, *args, **kwargs):
+        serializer = self.get_serializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+        return self._execute_document_action(
+            method=bulk_edit.merge,
+            validated_data=serializer.validated_data,
+            operation_label="document merge",
+        )
+
+
+@extend_schema_view(
+    post=extend_schema(
+        operation_id="documents_delete",
+        description="Move selected documents to trash",
+        responses={
+            200: inline_serializer(
+                name="DeleteDocumentsResult",
+                fields={
+                    "result": serializers.CharField(),
+                },
+            ),
+        },
+    ),
+)
+class DeleteDocumentsView(DocumentOperationPermissionMixin):
+    serializer_class = DeleteDocumentsSerializer
+
+    def post(self, request, *args, **kwargs):
+        serializer = self.get_serializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+        return self._execute_document_action(
+            method=bulk_edit.delete,
+            validated_data=serializer.validated_data,
+            operation_label="document delete",
+        )
+
+
+@extend_schema_view(
+    post=extend_schema(
+        operation_id="documents_reprocess",
+        description="Reprocess selected documents",
+        responses={
+            200: inline_serializer(
+                name="ReprocessDocumentsResult",
+                fields={
+                    "result": serializers.CharField(),
+                },
+            ),
+        },
+    ),
+)
+class ReprocessDocumentsView(DocumentOperationPermissionMixin):
+    serializer_class = ReprocessDocumentsSerializer
+
+    def post(self, request, *args, **kwargs):
+        serializer = self.get_serializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+        return self._execute_document_action(
+            method=bulk_edit.reprocess,
+            validated_data=serializer.validated_data,
+            operation_label="document reprocess",
+        )
+
+
+@extend_schema_view(
+    post=extend_schema(
+        operation_id="documents_edit_pdf",
+        description="Perform PDF edit operations on a selected document",
+        responses={
+            200: inline_serializer(
+                name="EditPdfDocumentsResult",
+                fields={
+                    "result": serializers.CharField(),
+                },
+            ),
+        },
+    ),
+)
+class EditPdfDocumentsView(DocumentOperationPermissionMixin):
+    serializer_class = EditPdfDocumentsSerializer
+
+    def post(self, request, *args, **kwargs):
+        serializer = self.get_serializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+        return self._execute_document_action(
+            method=bulk_edit.edit_pdf,
+            validated_data=serializer.validated_data,
+            operation_label="PDF edit",
+        )
+
+
+@extend_schema_view(
+    post=extend_schema(
+        operation_id="documents_remove_password",
+        description="Remove password protection from selected PDFs",
+        responses={
+            200: inline_serializer(
+                name="RemovePasswordDocumentsResult",
+                fields={
+                    "result": serializers.CharField(),
+                },
+            ),
+        },
+    ),
+)
+class RemovePasswordDocumentsView(DocumentOperationPermissionMixin):
+    serializer_class = RemovePasswordDocumentsSerializer
+
+    def post(self, request, *args, **kwargs):
+        serializer = self.get_serializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+        return self._execute_document_action(
+            method=bulk_edit.remove_password,
+            validated_data=serializer.validated_data,
+            operation_label="password removal",
+        )
+
+
 @extend_schema_view(
     post=extend_schema(
         description="Upload a document via the API",

src/paperless/settings/__init__.py

@@ -6,18 +6,25 @@ import math
 import multiprocessing
 import os
 import tempfile
-from os import PathLike
 from pathlib import Path
 from typing import Final
 from urllib.parse import urlparse
 
-from celery.schedules import crontab
 from compression_middleware.middleware import CompressionMiddleware
-from dateparser.languages.loader import LocaleDataLoader
 from django.utils.translation import gettext_lazy as _
 from dotenv import load_dotenv
 
+from paperless.settings.custom import parse_beat_schedule
+from paperless.settings.custom import parse_dateparser_languages
 from paperless.settings.custom import parse_db_settings
+from paperless.settings.custom import parse_hosting_settings
+from paperless.settings.custom import parse_ignore_dates
+from paperless.settings.custom import parse_redis_url
+from paperless.settings.parsers import get_bool_from_env
+from paperless.settings.parsers import get_float_from_env
+from paperless.settings.parsers import get_int_from_env
+from paperless.settings.parsers import get_list_from_env
+from paperless.settings.parsers import get_path_from_env
 
 logger = logging.getLogger("paperless.settings")
 
@@ -45,239 +52,8 @@ for path in [
 os.environ["OMP_THREAD_LIMIT"] = "1"
 
 
-def __get_boolean(key: str, default: str = "NO") -> bool:
-    """
-    Return a boolean value based on whatever the user has supplied in the
-    environment based on whether the value "looks like" it's True or not.
-    """
-    return bool(os.getenv(key, default).lower() in ("yes", "y", "1", "t", "true"))
-
-
-def __get_int(key: str, default: int) -> int:
-    """
-    Return an integer value based on the environment variable or a default
-    """
-    return int(os.getenv(key, default))
-
-
-def __get_optional_int(key: str) -> int | None:
-    """
-    Returns None if the environment key is not present, otherwise an integer
-    """
-    if key in os.environ:
-        return __get_int(key, -1)  # pragma: no cover
-    return None
-
-
-def __get_float(key: str, default: float) -> float:
-    """
-    Return an integer value based on the environment variable or a default
-    """
-    return float(os.getenv(key, default))
-
-
-def __get_path(
-    key: str,
-    default: PathLike | str,
-) -> Path:
-    """
-    Return a normalized, absolute path based on the environment variable or a default,
-    if provided
-    """
-    if key in os.environ:
-        return Path(os.environ[key]).resolve()
-    return Path(default).resolve()
-
-
-def __get_optional_path(key: str) -> Path | None:
-    """
-    Returns None if the environment key is not present, otherwise a fully resolved Path
-    """
-    if key in os.environ:
-        return __get_path(key, "")
-    return None
-
-
-def __get_list(
-    key: str,
-    default: list[str] | None = None,
-    sep: str = ",",
-) -> list[str]:
-    """
-    Return a list of elements from the environment, as separated by the given
-    string, or the default if the key does not exist
-    """
-    if key in os.environ:
-        return list(filter(None, os.environ[key].split(sep)))
-    elif default is not None:
-        return default
-    else:
-        return []
-
-
-def _parse_redis_url(env_redis: str | None) -> tuple[str, str]:
-    """
-    Gets the Redis information from the environment or a default and handles
-    converting from incompatible django_channels and celery formats.
-
-    Returns a tuple of (celery_url, channels_url)
-    """
-
-    # Not set, return a compatible default
-    if env_redis is None:
-        return ("redis://localhost:6379", "redis://localhost:6379")
-
-    if "unix" in env_redis.lower():
-        # channels_redis socket format, looks like:
-        # "unix:///path/to/redis.sock"
-        _, path = env_redis.split(":", 1)
-        # Optionally setting a db number
-        if "?db=" in env_redis:
-            path, number = path.split("?db=")
-            return (f"redis+socket:{path}?virtual_host={number}", env_redis)
-        else:
-            return (f"redis+socket:{path}", env_redis)
-
-    elif "+socket" in env_redis.lower():
-        # celery socket style, looks like:
-        # "redis+socket:///path/to/redis.sock"
-        _, path = env_redis.split(":", 1)
-        if "?virtual_host=" in env_redis:
-            # Virtual host (aka db number)
-            path, number = path.split("?virtual_host=")
-            return (env_redis, f"unix:{path}?db={number}")
-        else:
-            return (env_redis, f"unix:{path}")
-
-    # Not a socket
-    return (env_redis, env_redis)
-
-
-def _parse_beat_schedule() -> dict:
-    """
-    Configures the scheduled tasks, according to default or
-    environment variables.  Task expiration is configured so the task will
-    expire (and not run), shortly before the default frequency will put another
-    of the same task into the queue
-
-
-    https://docs.celeryq.dev/en/stable/userguide/periodic-tasks.html#beat-entries
-    https://docs.celeryq.dev/en/latest/userguide/calling.html#expiration
-    """
-    schedule = {}
-    tasks = [
-        {
-            "name": "Check all e-mail accounts",
-            "env_key": "PAPERLESS_EMAIL_TASK_CRON",
-            # Default every ten minutes
-            "env_default": "*/10 * * * *",
-            "task": "paperless_mail.tasks.process_mail_accounts",
-            "options": {
-                # 1 minute before default schedule sends again
-                "expires": 9.0 * 60.0,
-            },
-        },
-        {
-            "name": "Train the classifier",
-            "env_key": "PAPERLESS_TRAIN_TASK_CRON",
-            # Default hourly at 5 minutes past the hour
-            "env_default": "5 */1 * * *",
-            "task": "documents.tasks.train_classifier",
-            "options": {
-                # 1 minute before default schedule sends again
-                "expires": 59.0 * 60.0,
-            },
-        },
-        {
-            "name": "Optimize the index",
-            "env_key": "PAPERLESS_INDEX_TASK_CRON",
-            # Default daily at midnight
-            "env_default": "0 0 * * *",
-            "task": "documents.tasks.index_optimize",
-            "options": {
-                # 1 hour before default schedule sends again
-                "expires": 23.0 * 60.0 * 60.0,
-            },
-        },
-        {
-            "name": "Perform sanity check",
-            "env_key": "PAPERLESS_SANITY_TASK_CRON",
-            # Default Sunday at 00:30
-            "env_default": "30 0 * * sun",
-            "task": "documents.tasks.sanity_check",
-            "options": {
-                # 1 hour before default schedule sends again
-                "expires": ((7.0 * 24.0) - 1.0) * 60.0 * 60.0,
-            },
-        },
-        {
-            "name": "Empty trash",
-            "env_key": "PAPERLESS_EMPTY_TRASH_TASK_CRON",
-            # Default daily at 01:00
-            "env_default": "0 1 * * *",
-            "task": "documents.tasks.empty_trash",
-            "options": {
-                # 1 hour before default schedule sends again
-                "expires": 23.0 * 60.0 * 60.0,
-            },
-        },
-        {
-            "name": "Check and run scheduled workflows",
-            "env_key": "PAPERLESS_WORKFLOW_SCHEDULED_TASK_CRON",
-            # Default hourly at 5 minutes past the hour
-            "env_default": "5 */1 * * *",
-            "task": "documents.tasks.check_scheduled_workflows",
-            "options": {
-                # 1 minute before default schedule sends again
-                "expires": 59.0 * 60.0,
-            },
-        },
-        {
-            "name": "Rebuild LLM index",
-            "env_key": "PAPERLESS_LLM_INDEX_TASK_CRON",
-            # Default daily at 02:10
-            "env_default": "10 2 * * *",
-            "task": "documents.tasks.llmindex_index",
-            "options": {
-                # 1 hour before default schedule sends again
-                "expires": 23.0 * 60.0 * 60.0,
-            },
-        },
-        {
-            "name": "Cleanup expired share link bundles",
-            "env_key": "PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON",
-            # Default daily at 02:00
-            "env_default": "0 2 * * *",
-            "task": "documents.tasks.cleanup_expired_share_link_bundles",
-            "options": {
-                # 1 hour before default schedule sends again
-                "expires": 23.0 * 60.0 * 60.0,
-            },
-        },
-    ]
-    for task in tasks:
-        # Either get the environment setting or use the default
-        value = os.getenv(task["env_key"], task["env_default"])
-        # Don't add disabled tasks to the schedule
-        if value == "disable":
-            continue
-        # I find https://crontab.guru/ super helpful
-        # crontab(5) format
-        #   - five time-and-date fields
-        #   - separated by at least one blank
-        minute, hour, day_month, month, day_week = value.split(" ")
-
-        schedule[task["name"]] = {
-            "task": task["task"],
-            "schedule": crontab(minute, hour, day_week, day_month, month),
-            "options": task["options"],
-        }
-
-    return schedule
-
-
 # NEVER RUN WITH DEBUG IN PRODUCTION.
-DEBUG = __get_boolean("PAPERLESS_DEBUG", "NO")
+DEBUG = get_bool_from_env("PAPERLESS_DEBUG", "NO")
 
 
 ###############################################################################
@@ -286,21 +62,21 @@ DEBUG = __get_boolean("PAPERLESS_DEBUG", "NO")
 
 BASE_DIR: Path = Path(__file__).resolve().parent.parent.parent
 
-STATIC_ROOT = __get_path("PAPERLESS_STATICDIR", BASE_DIR.parent / "static")
+STATIC_ROOT = get_path_from_env("PAPERLESS_STATICDIR", BASE_DIR.parent / "static")
 
-MEDIA_ROOT = __get_path("PAPERLESS_MEDIA_ROOT", BASE_DIR.parent / "media")
+MEDIA_ROOT = get_path_from_env("PAPERLESS_MEDIA_ROOT", BASE_DIR.parent / "media")
 ORIGINALS_DIR = MEDIA_ROOT / "documents" / "originals"
 ARCHIVE_DIR = MEDIA_ROOT / "documents" / "archive"
 THUMBNAIL_DIR = MEDIA_ROOT / "documents" / "thumbnails"
 SHARE_LINK_BUNDLE_DIR = MEDIA_ROOT / "documents" / "share_link_bundles"
 
-DATA_DIR = __get_path("PAPERLESS_DATA_DIR", BASE_DIR.parent / "data")
+DATA_DIR = get_path_from_env("PAPERLESS_DATA_DIR", BASE_DIR.parent / "data")
 
-NLTK_DIR = __get_path("PAPERLESS_NLTK_DIR", "/usr/share/nltk_data")
+NLTK_DIR = get_path_from_env("PAPERLESS_NLTK_DIR", "/usr/share/nltk_data")
 
 # Check deprecated setting first
 EMPTY_TRASH_DIR = (
-    __get_path("PAPERLESS_TRASH_DIR", os.getenv("PAPERLESS_EMPTY_TRASH_DIR"))
+    get_path_from_env("PAPERLESS_TRASH_DIR", os.getenv("PAPERLESS_EMPTY_TRASH_DIR"))
     if os.getenv("PAPERLESS_TRASH_DIR") or os.getenv("PAPERLESS_EMPTY_TRASH_DIR")
     else None
 )
@@ -309,21 +85,21 @@ EMPTY_TRASH_DIR = (
 # threads.
 MEDIA_LOCK = MEDIA_ROOT / "media.lock"
 INDEX_DIR = DATA_DIR / "index"
-MODEL_FILE = __get_path(
+MODEL_FILE = get_path_from_env(
     "PAPERLESS_MODEL_FILE",
     DATA_DIR / "classification_model.pickle",
 )
 LLM_INDEX_DIR = DATA_DIR / "llm_index"
 
-LOGGING_DIR = __get_path("PAPERLESS_LOGGING_DIR", DATA_DIR / "log")
+LOGGING_DIR = get_path_from_env("PAPERLESS_LOGGING_DIR", DATA_DIR / "log")
 
-CONSUMPTION_DIR = __get_path(
+CONSUMPTION_DIR = get_path_from_env(
     "PAPERLESS_CONSUMPTION_DIR",
     BASE_DIR.parent / "consume",
 )
 
 # This will be created if it doesn't exist
-SCRATCH_DIR = __get_path(
+SCRATCH_DIR = get_path_from_env(
     "PAPERLESS_SCRATCH_DIR",
     Path(tempfile.gettempdir()) / "paperless",
 )
@@ -332,10 +108,10 @@ SCRATCH_DIR = __get_path(
 # Application Definition                                                      #
 ###############################################################################
 
-env_apps = __get_list("PAPERLESS_APPS")
+env_apps = get_list_from_env("PAPERLESS_APPS")
 
 INSTALLED_APPS = [
-    "servestatic.runserver_nostatic",
+    "whitenoise.runserver_nostatic",
     "django.contrib.auth",
     "django.contrib.contenttypes",
     "django.contrib.sessions",
@@ -379,7 +155,7 @@ REST_FRAMEWORK = {
     "DEFAULT_VERSION": "10",  # match src-ui/src/environments/environment.prod.ts
     # Make sure these are ordered and that the most recent version appears
     # last. See api.md#api-versioning when adding new versions.
-    "ALLOWED_VERSIONS": ["2", "3", "4", "5", "6", "7", "8", "9", "10"],
+    "ALLOWED_VERSIONS": ["9", "10"],
     # DRF Spectacular default schema
     "DEFAULT_SCHEMA_CLASS": "drf_spectacular.openapi.AutoSchema",
 }
@@ -391,7 +167,7 @@ if DEBUG:
 
 MIDDLEWARE = [
     "django.middleware.security.SecurityMiddleware",
-    "servestatic.middleware.ServeStaticMiddleware",
+    "whitenoise.middleware.WhiteNoiseMiddleware",
     "django.contrib.sessions.middleware.SessionMiddleware",
     "corsheaders.middleware.CorsMiddleware",
     "django.middleware.locale.LocaleMiddleware",
@@ -405,7 +181,7 @@ MIDDLEWARE = [
 ]
 
 # Optional to enable compression
-if __get_boolean("PAPERLESS_ENABLE_COMPRESSION", "yes"):  # pragma: no cover
+if get_bool_from_env("PAPERLESS_ENABLE_COMPRESSION", "yes"):  # pragma: no cover
     MIDDLEWARE.insert(0, "compression_middleware.middleware.CompressionMiddleware")
 
 # Workaround to not compress streaming responses (e.g. chat).
@@ -424,20 +200,8 @@ CompressionMiddleware.process_response = patched_process_response
 ROOT_URLCONF = "paperless.urls"
 
 
-def _parse_base_paths() -> tuple[str, str, str, str, str]:
-    script_name = os.getenv("PAPERLESS_FORCE_SCRIPT_NAME")
-    base_url = (script_name or "") + "/"
-    login_url = base_url + "accounts/login/"
-    login_redirect_url = base_url + "dashboard"
-    logout_redirect_url = os.getenv(
-        "PAPERLESS_LOGOUT_REDIRECT_URL",
-        login_url + "?loggedout=1",
-    )
-    return script_name, base_url, login_url, login_redirect_url, logout_redirect_url
-
-
 FORCE_SCRIPT_NAME, BASE_URL, LOGIN_URL, LOGIN_REDIRECT_URL, LOGOUT_REDIRECT_URL = (
-    _parse_base_paths()
+    parse_hosting_settings()
 )
 
 # DRF Spectacular settings
@@ -466,12 +230,12 @@ WHITENOISE_STATIC_PREFIX = "/static/"
 
 STORAGES = {
     "staticfiles": {
-        "BACKEND": "servestatic.storage.CompressedStaticFilesStorage",
+        "BACKEND": "whitenoise.storage.CompressedStaticFilesStorage",
     },
     "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
 }
 
-_CELERY_REDIS_URL, _CHANNELS_REDIS_URL = _parse_redis_url(
+_CELERY_REDIS_URL, _CHANNELS_REDIS_URL = parse_redis_url(
     os.getenv("PAPERLESS_REDIS", None),
 )
 _REDIS_KEY_PREFIX = os.getenv("PAPERLESS_REDIS_PREFIX", "")
@@ -520,8 +284,8 @@ EMAIL_PORT: Final[int] = int(os.getenv("PAPERLESS_EMAIL_PORT", 25))
 EMAIL_HOST_USER: Final[str] = os.getenv("PAPERLESS_EMAIL_HOST_USER", "")
 EMAIL_HOST_PASSWORD: Final[str] = os.getenv("PAPERLESS_EMAIL_HOST_PASSWORD", "")
 DEFAULT_FROM_EMAIL: Final[str] = os.getenv("PAPERLESS_EMAIL_FROM", EMAIL_HOST_USER)
-EMAIL_USE_TLS: Final[bool] = __get_boolean("PAPERLESS_EMAIL_USE_TLS")
+EMAIL_USE_TLS: Final[bool] = get_bool_from_env("PAPERLESS_EMAIL_USE_TLS")
-EMAIL_USE_SSL: Final[bool] = __get_boolean("PAPERLESS_EMAIL_USE_SSL")
+EMAIL_USE_SSL: Final[bool] = get_bool_from_env("PAPERLESS_EMAIL_USE_SSL")
 EMAIL_SUBJECT_PREFIX: Final[str] = "[Paperless-ngx] "
 EMAIL_TIMEOUT = 30.0
 EMAIL_ENABLED = EMAIL_HOST != "localhost" or EMAIL_HOST_USER != ""
@@ -546,20 +310,22 @@ ACCOUNT_DEFAULT_HTTP_PROTOCOL = os.getenv(
 )
 
 ACCOUNT_ADAPTER = "paperless.adapter.CustomAccountAdapter"
-ACCOUNT_ALLOW_SIGNUPS = __get_boolean("PAPERLESS_ACCOUNT_ALLOW_SIGNUPS")
+ACCOUNT_ALLOW_SIGNUPS = get_bool_from_env("PAPERLESS_ACCOUNT_ALLOW_SIGNUPS")
-ACCOUNT_DEFAULT_GROUPS = __get_list("PAPERLESS_ACCOUNT_DEFAULT_GROUPS")
+ACCOUNT_DEFAULT_GROUPS = get_list_from_env("PAPERLESS_ACCOUNT_DEFAULT_GROUPS")
 
 SOCIALACCOUNT_ADAPTER = "paperless.adapter.CustomSocialAccountAdapter"
-SOCIALACCOUNT_ALLOW_SIGNUPS = __get_boolean(
+SOCIALACCOUNT_ALLOW_SIGNUPS = get_bool_from_env(
     "PAPERLESS_SOCIALACCOUNT_ALLOW_SIGNUPS",
     "yes",
 )
-SOCIALACCOUNT_AUTO_SIGNUP = __get_boolean("PAPERLESS_SOCIAL_AUTO_SIGNUP")
+SOCIALACCOUNT_AUTO_SIGNUP = get_bool_from_env("PAPERLESS_SOCIAL_AUTO_SIGNUP")
 SOCIALACCOUNT_PROVIDERS = json.loads(
     os.getenv("PAPERLESS_SOCIALACCOUNT_PROVIDERS", "{}"),
 )
-SOCIAL_ACCOUNT_DEFAULT_GROUPS = __get_list("PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS")
+SOCIAL_ACCOUNT_DEFAULT_GROUPS = get_list_from_env(
-SOCIAL_ACCOUNT_SYNC_GROUPS = __get_boolean("PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS")
+    "PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS",
+)
+SOCIAL_ACCOUNT_SYNC_GROUPS = get_bool_from_env("PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS")
 SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM: Final[str] = os.getenv(
     "PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM",
     "groups",
@@ -571,8 +337,8 @@ MFA_TOTP_ISSUER = "Paperless-ngx"
 
 ACCOUNT_EMAIL_SUBJECT_PREFIX = "[Paperless-ngx] "
 
-DISABLE_REGULAR_LOGIN = __get_boolean("PAPERLESS_DISABLE_REGULAR_LOGIN")
+DISABLE_REGULAR_LOGIN = get_bool_from_env("PAPERLESS_DISABLE_REGULAR_LOGIN")
-REDIRECT_LOGIN_TO_SSO = __get_boolean("PAPERLESS_REDIRECT_LOGIN_TO_SSO")
+REDIRECT_LOGIN_TO_SSO = get_bool_from_env("PAPERLESS_REDIRECT_LOGIN_TO_SSO")
 
 AUTO_LOGIN_USERNAME = os.getenv("PAPERLESS_AUTO_LOGIN_USERNAME")
 
@@ -585,12 +351,15 @@ ACCOUNT_EMAIL_VERIFICATION = (
     )
 )
 
-ACCOUNT_EMAIL_UNKNOWN_ACCOUNTS = __get_boolean(
+ACCOUNT_EMAIL_UNKNOWN_ACCOUNTS = get_bool_from_env(
     "PAPERLESS_ACCOUNT_EMAIL_UNKNOWN_ACCOUNTS",
     "True",
 )
 
-ACCOUNT_SESSION_REMEMBER = __get_boolean("PAPERLESS_ACCOUNT_SESSION_REMEMBER", "True")
+ACCOUNT_SESSION_REMEMBER = get_bool_from_env(
+    "PAPERLESS_ACCOUNT_SESSION_REMEMBER",
+    "True",
+)
 SESSION_EXPIRE_AT_BROWSER_CLOSE = not ACCOUNT_SESSION_REMEMBER
 SESSION_COOKIE_AGE = int(
     os.getenv("PAPERLESS_SESSION_COOKIE_AGE", 60 * 60 * 24 * 7 * 3),
@@ -607,8 +376,8 @@ if AUTO_LOGIN_USERNAME:
 
 def _parse_remote_user_settings() -> str:
     global MIDDLEWARE, AUTHENTICATION_BACKENDS, REST_FRAMEWORK
-    enable = __get_boolean("PAPERLESS_ENABLE_HTTP_REMOTE_USER")
+    enable = get_bool_from_env("PAPERLESS_ENABLE_HTTP_REMOTE_USER")
-    enable_api = __get_boolean("PAPERLESS_ENABLE_HTTP_REMOTE_USER_API")
+    enable_api = get_bool_from_env("PAPERLESS_ENABLE_HTTP_REMOTE_USER_API")
     if enable or enable_api:
         MIDDLEWARE.append("paperless.auth.HttpRemoteUserMiddleware")
         AUTHENTICATION_BACKENDS.insert(
@@ -636,16 +405,16 @@ HTTP_REMOTE_USER_HEADER_NAME = _parse_remote_user_settings()
 X_FRAME_OPTIONS = "SAMEORIGIN"
 
 # The next 3 settings can also be set using just PAPERLESS_URL
-CSRF_TRUSTED_ORIGINS = __get_list("PAPERLESS_CSRF_TRUSTED_ORIGINS")
+CSRF_TRUSTED_ORIGINS = get_list_from_env("PAPERLESS_CSRF_TRUSTED_ORIGINS")
 
 if DEBUG:
     # Allow access from the angular development server during debugging
     CSRF_TRUSTED_ORIGINS.append("http://localhost:4200")
 
 # We allow CORS from localhost:8000
-CORS_ALLOWED_ORIGINS = __get_list(
+CORS_ALLOWED_ORIGINS = get_list_from_env(
     "PAPERLESS_CORS_ALLOWED_HOSTS",
-    ["http://localhost:8000"],
+    default=["http://localhost:8000"],
 )
 
 if DEBUG:
@@ -658,7 +427,7 @@ CORS_EXPOSE_HEADERS = [
     "Content-Disposition",
 ]
 
-ALLOWED_HOSTS = __get_list("PAPERLESS_ALLOWED_HOSTS", ["*"])
+ALLOWED_HOSTS = get_list_from_env("PAPERLESS_ALLOWED_HOSTS", default=["*"])
 if ALLOWED_HOSTS != ["*"]:
     # always allow localhost. Necessary e.g. for healthcheck in docker.
     ALLOWED_HOSTS.append("localhost")
@@ -678,10 +447,10 @@ def _parse_paperless_url():
 PAPERLESS_URL = _parse_paperless_url()
 
 # For use with trusted proxies
-TRUSTED_PROXIES = __get_list("PAPERLESS_TRUSTED_PROXIES")
+TRUSTED_PROXIES = get_list_from_env("PAPERLESS_TRUSTED_PROXIES")
 
-USE_X_FORWARDED_HOST = __get_boolean("PAPERLESS_USE_X_FORWARD_HOST", "false")
+USE_X_FORWARDED_HOST = get_bool_from_env("PAPERLESS_USE_X_FORWARD_HOST", "false")
-USE_X_FORWARDED_PORT = __get_boolean("PAPERLESS_USE_X_FORWARD_PORT", "false")
+USE_X_FORWARDED_PORT = get_bool_from_env("PAPERLESS_USE_X_FORWARD_PORT", "false")
 SECURE_PROXY_SSL_HEADER = (
     tuple(json.loads(os.environ["PAPERLESS_PROXY_SSL_HEADER"]))
     if "PAPERLESS_PROXY_SSL_HEADER" in os.environ
@@ -724,7 +493,7 @@ CSRF_COOKIE_NAME = f"{COOKIE_PREFIX}csrftoken"
 SESSION_COOKIE_NAME = f"{COOKIE_PREFIX}sessionid"
 LANGUAGE_COOKIE_NAME = f"{COOKIE_PREFIX}django_language"
 
-EMAIL_CERTIFICATE_FILE = __get_optional_path("PAPERLESS_EMAIL_CERTIFICATE_LOCATION")
+EMAIL_CERTIFICATE_FILE = get_path_from_env("PAPERLESS_EMAIL_CERTIFICATE_LOCATION")
 
 
 ###############################################################################
@@ -875,7 +644,7 @@ CELERY_BROKER_URL = _CELERY_REDIS_URL
 CELERY_TIMEZONE = TIME_ZONE
 
 CELERY_WORKER_HIJACK_ROOT_LOGGER = False
-CELERY_WORKER_CONCURRENCY: Final[int] = __get_int("PAPERLESS_TASK_WORKERS", 1)
+CELERY_WORKER_CONCURRENCY: Final[int] = get_int_from_env("PAPERLESS_TASK_WORKERS", 1)
 TASK_WORKERS = CELERY_WORKER_CONCURRENCY
 CELERY_WORKER_MAX_TASKS_PER_CHILD = 1
 CELERY_WORKER_SEND_TASK_EVENTS = True
@@ -888,7 +657,7 @@ CELERY_BROKER_TRANSPORT_OPTIONS = {
 }
 
 CELERY_TASK_TRACK_STARTED = True
-CELERY_TASK_TIME_LIMIT: Final[int] = __get_int("PAPERLESS_WORKER_TIMEOUT", 1800)
+CELERY_TASK_TIME_LIMIT: Final[int] = get_int_from_env("PAPERLESS_WORKER_TIMEOUT", 1800)
 
 CELERY_RESULT_EXTENDED = True
 CELERY_RESULT_BACKEND = "django-db"
@@ -900,7 +669,7 @@ CELERY_TASK_SERIALIZER = "pickle"
 CELERY_ACCEPT_CONTENT = ["application/json", "application/x-python-serialize"]
 
 # https://docs.celeryq.dev/en/stable/userguide/configuration.html#beat-schedule
-CELERY_BEAT_SCHEDULE = _parse_beat_schedule()
+CELERY_BEAT_SCHEDULE = parse_beat_schedule()
 
 # https://docs.celeryq.dev/en/stable/userguide/configuration.html#beat-schedule-filename
 CELERY_BEAT_SCHEDULE_FILENAME = str(DATA_DIR / "celerybeat-schedule.db")
@@ -908,14 +677,14 @@ CELERY_BEAT_SCHEDULE_FILENAME = str(DATA_DIR / "celerybeat-schedule.db")
 
 # Cachalot: Database read cache.
 def _parse_cachalot_settings():
-    ttl = __get_int("PAPERLESS_READ_CACHE_TTL", 3600)
+    ttl = get_int_from_env("PAPERLESS_READ_CACHE_TTL", 3600)
     ttl = min(ttl, 31536000) if ttl > 0 else 3600
-    _, redis_url = _parse_redis_url(
+    _, redis_url = parse_redis_url(
         os.getenv("PAPERLESS_READ_CACHE_REDIS_URL", _CHANNELS_REDIS_URL),
     )
     result = {
         "CACHALOT_CACHE": "read-cache",
-        "CACHALOT_ENABLED": __get_boolean(
+        "CACHALOT_ENABLED": get_bool_from_env(
             "PAPERLESS_DB_READ_CACHE_ENABLED",
             default="no",
         ),
@@ -1000,9 +769,9 @@ CONSUMER_POLLING_INTERVAL = float(os.getenv("PAPERLESS_CONSUMER_POLLING_INTERVAL
 
 CONSUMER_STABILITY_DELAY = float(os.getenv("PAPERLESS_CONSUMER_STABILITY_DELAY", 5))
 
-CONSUMER_DELETE_DUPLICATES = __get_boolean("PAPERLESS_CONSUMER_DELETE_DUPLICATES")
+CONSUMER_DELETE_DUPLICATES = get_bool_from_env("PAPERLESS_CONSUMER_DELETE_DUPLICATES")
 
-CONSUMER_RECURSIVE = __get_boolean("PAPERLESS_CONSUMER_RECURSIVE")
+CONSUMER_RECURSIVE = get_bool_from_env("PAPERLESS_CONSUMER_RECURSIVE")
 
 # Ignore regex patterns, matched against filename only
 CONSUMER_IGNORE_PATTERNS = list(
@@ -1024,13 +793,13 @@ CONSUMER_IGNORE_DIRS = list(
     ),
 )
 
-CONSUMER_SUBDIRS_AS_TAGS = __get_boolean("PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS")
+CONSUMER_SUBDIRS_AS_TAGS = get_bool_from_env("PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS")
 
-CONSUMER_ENABLE_BARCODES: Final[bool] = __get_boolean(
+CONSUMER_ENABLE_BARCODES: Final[bool] = get_bool_from_env(
     "PAPERLESS_CONSUMER_ENABLE_BARCODES",
 )
 
-CONSUMER_BARCODE_TIFF_SUPPORT: Final[bool] = __get_boolean(
+CONSUMER_BARCODE_TIFF_SUPPORT: Final[bool] = get_bool_from_env(
     "PAPERLESS_CONSUMER_BARCODE_TIFF_SUPPORT",
 )
 
@@ -1039,7 +808,7 @@ CONSUMER_BARCODE_STRING: Final[str] = os.getenv(
     "PATCHT",
 )
 
-CONSUMER_ENABLE_ASN_BARCODE: Final[bool] = __get_boolean(
+CONSUMER_ENABLE_ASN_BARCODE: Final[bool] = get_bool_from_env(
     "PAPERLESS_CONSUMER_ENABLE_ASN_BARCODE",
 )
 
@@ -1048,23 +817,26 @@ CONSUMER_ASN_BARCODE_PREFIX: Final[str] = os.getenv(
     "ASN",
 )
 
-CONSUMER_BARCODE_UPSCALE: Final[float] = __get_float(
+CONSUMER_BARCODE_UPSCALE: Final[float] = get_float_from_env(
     "PAPERLESS_CONSUMER_BARCODE_UPSCALE",
     0.0,
 )
 
-CONSUMER_BARCODE_DPI: Final[int] = __get_int("PAPERLESS_CONSUMER_BARCODE_DPI", 300)
+CONSUMER_BARCODE_DPI: Final[int] = get_int_from_env(
+    "PAPERLESS_CONSUMER_BARCODE_DPI",
+    300,
+)
 
-CONSUMER_BARCODE_MAX_PAGES: Final[int] = __get_int(
+CONSUMER_BARCODE_MAX_PAGES: Final[int] = get_int_from_env(
     "PAPERLESS_CONSUMER_BARCODE_MAX_PAGES",
     0,
 )
 
-CONSUMER_BARCODE_RETAIN_SPLIT_PAGES = __get_boolean(
+CONSUMER_BARCODE_RETAIN_SPLIT_PAGES = get_bool_from_env(
     "PAPERLESS_CONSUMER_BARCODE_RETAIN_SPLIT_PAGES",
 )
 
-CONSUMER_ENABLE_TAG_BARCODE: Final[bool] = __get_boolean(
+CONSUMER_ENABLE_TAG_BARCODE: Final[bool] = get_bool_from_env(
     "PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE",
 )
 
@@ -1077,11 +849,11 @@ CONSUMER_TAG_BARCODE_MAPPING = dict(
     ),
 )
 
-CONSUMER_TAG_BARCODE_SPLIT: Final[bool] = __get_boolean(
+CONSUMER_TAG_BARCODE_SPLIT: Final[bool] = get_bool_from_env(
     "PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT",
 )
 
-CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED: Final[bool] = __get_boolean(
+CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED: Final[bool] = get_bool_from_env(
     "PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED",
 )
 
@@ -1090,13 +862,13 @@ CONSUMER_COLLATE_DOUBLE_SIDED_SUBDIR_NAME: Final[str] = os.getenv(
     "double-sided",
 )
 
-CONSUMER_COLLATE_DOUBLE_SIDED_TIFF_SUPPORT: Final[bool] = __get_boolean(
+CONSUMER_COLLATE_DOUBLE_SIDED_TIFF_SUPPORT: Final[bool] = get_bool_from_env(
     "PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_TIFF_SUPPORT",
 )
 
 CONSUMER_PDF_RECOVERABLE_MIME_TYPES = ("application/octet-stream",)
 
-OCR_PAGES = __get_optional_int("PAPERLESS_OCR_PAGES")
+OCR_PAGES = get_int_from_env("PAPERLESS_OCR_PAGES")
 
 # The default language that tesseract will attempt to use when parsing
 # documents.  It should be a 3-letter language code consistent with ISO 639.
@@ -1110,20 +882,20 @@ OCR_MODE = os.getenv("PAPERLESS_OCR_MODE", "skip")
 
 OCR_SKIP_ARCHIVE_FILE = os.getenv("PAPERLESS_OCR_SKIP_ARCHIVE_FILE", "never")
 
-OCR_IMAGE_DPI = __get_optional_int("PAPERLESS_OCR_IMAGE_DPI")
+OCR_IMAGE_DPI = get_int_from_env("PAPERLESS_OCR_IMAGE_DPI")
 
 OCR_CLEAN = os.getenv("PAPERLESS_OCR_CLEAN", "clean")
 
-OCR_DESKEW: Final[bool] = __get_boolean("PAPERLESS_OCR_DESKEW", "true")
+OCR_DESKEW: Final[bool] = get_bool_from_env("PAPERLESS_OCR_DESKEW", "true")
 
-OCR_ROTATE_PAGES: Final[bool] = __get_boolean("PAPERLESS_OCR_ROTATE_PAGES", "true")
+OCR_ROTATE_PAGES: Final[bool] = get_bool_from_env("PAPERLESS_OCR_ROTATE_PAGES", "true")
 
-OCR_ROTATE_PAGES_THRESHOLD: Final[float] = __get_float(
+OCR_ROTATE_PAGES_THRESHOLD: Final[float] = get_float_from_env(
     "PAPERLESS_OCR_ROTATE_PAGES_THRESHOLD",
     12.0,
 )
 
-OCR_MAX_IMAGE_PIXELS: Final[int | None] = __get_optional_int(
+OCR_MAX_IMAGE_PIXELS: Final[int | None] = get_int_from_env(
     "PAPERLESS_OCR_MAX_IMAGE_PIXELS",
 )
 
@@ -1134,7 +906,7 @@ OCR_COLOR_CONVERSION_STRATEGY = os.getenv(
 
 OCR_USER_ARGS = os.getenv("PAPERLESS_OCR_USER_ARGS")
 
-MAX_IMAGE_PIXELS: Final[int | None] = __get_optional_int(
+MAX_IMAGE_PIXELS: Final[int | None] = get_int_from_env(
     "PAPERLESS_MAX_IMAGE_PIXELS",
 )
 
@@ -1149,7 +921,7 @@ CONVERT_MEMORY_LIMIT = os.getenv("PAPERLESS_CONVERT_MEMORY_LIMIT")
 GS_BINARY = os.getenv("PAPERLESS_GS_BINARY", "gs")
 
 # Fallback layout for .eml consumption
-EMAIL_PARSE_DEFAULT_LAYOUT = __get_int(
+EMAIL_PARSE_DEFAULT_LAYOUT = get_int_from_env(
     "PAPERLESS_EMAIL_PARSE_DEFAULT_LAYOUT",
     1,  # MailRule.PdfLayout.TEXT_HTML but that can't be imported here
 )
@@ -1163,23 +935,9 @@ DATE_ORDER = os.getenv("PAPERLESS_DATE_ORDER", "DMY")
 FILENAME_DATE_ORDER = os.getenv("PAPERLESS_FILENAME_DATE_ORDER")
 
 
-def _parse_dateparser_languages(languages: str | None):
-    language_list = languages.split("+") if languages else []
-    # There is an unfixed issue in zh-Hant and zh-Hans locales in the dateparser lib.
-    # See: https://github.com/scrapinghub/dateparser/issues/875
-    for index, language in enumerate(language_list):
-        if language.startswith("zh-") and "zh" not in language_list:
-            logger.warning(
-                f'Chinese locale detected: {language}. dateparser might fail to parse some dates with this locale, so Chinese ("zh") will be used as a fallback.',
-            )
-            language_list.append("zh")
-
-    return list(LocaleDataLoader().get_locale_map(locales=language_list))
-
-
 # If not set, we will infer it at runtime
 DATE_PARSER_LANGUAGES = (
-    _parse_dateparser_languages(
+    parse_dateparser_languages(
         os.getenv("PAPERLESS_DATE_PARSER_LANGUAGES"),
     )
     if os.getenv("PAPERLESS_DATE_PARSER_LANGUAGES")
@@ -1190,7 +948,7 @@ DATE_PARSER_LANGUAGES = (
 # Maximum number of dates taken from document start to end to show as suggestions for
 # `created` date in the frontend. Duplicates are removed, which can result in
 # fewer dates shown.
-NUMBER_OF_SUGGESTED_DATES = __get_int("PAPERLESS_NUMBER_OF_SUGGESTED_DATES", 3)
+NUMBER_OF_SUGGESTED_DATES = get_int_from_env("PAPERLESS_NUMBER_OF_SUGGESTED_DATES", 3)
 
 # Specify the filename format for out files
 FILENAME_FORMAT = os.getenv("PAPERLESS_FILENAME_FORMAT")
@@ -1198,7 +956,7 @@ FILENAME_FORMAT = os.getenv("PAPERLESS_FILENAME_FORMAT")
 # If this is enabled, variables in filename format will resolve to
 # empty-string instead of 'none'.
 # Directories with 'empty names' are omitted, too.
-FILENAME_FORMAT_REMOVE_NONE = __get_boolean(
+FILENAME_FORMAT_REMOVE_NONE = get_bool_from_env(
     "PAPERLESS_FILENAME_FORMAT_REMOVE_NONE",
     "NO",
 )
@@ -1209,7 +967,7 @@ THUMBNAIL_FONT_NAME = os.getenv(
 )
 
 # Tika settings
-TIKA_ENABLED = __get_boolean("PAPERLESS_TIKA_ENABLED", "NO")
+TIKA_ENABLED = get_bool_from_env("PAPERLESS_TIKA_ENABLED", "NO")
 TIKA_ENDPOINT = os.getenv("PAPERLESS_TIKA_ENDPOINT", "http://localhost:9998")
 TIKA_GOTENBERG_ENDPOINT = os.getenv(
     "PAPERLESS_TIKA_GOTENBERG_ENDPOINT",
@@ -1219,52 +977,21 @@ TIKA_GOTENBERG_ENDPOINT = os.getenv(
 if TIKA_ENABLED:
     INSTALLED_APPS.append("paperless_tika.apps.PaperlessTikaConfig")
 
-AUDIT_LOG_ENABLED = __get_boolean("PAPERLESS_AUDIT_LOG_ENABLED", "true")
+AUDIT_LOG_ENABLED = get_bool_from_env("PAPERLESS_AUDIT_LOG_ENABLED", "true")
 if AUDIT_LOG_ENABLED:
     INSTALLED_APPS.append("auditlog")
     MIDDLEWARE.append("auditlog.middleware.AuditlogMiddleware")
 
 
-def _parse_ignore_dates(
-    env_ignore: str,
-    date_order: str = DATE_ORDER,
-) -> set[datetime.datetime]:
-    """
-    If the PAPERLESS_IGNORE_DATES environment variable is set, parse the
-    user provided string(s) into dates
-
-    Args:
-        env_ignore (str): The value of the environment variable, comma separated dates
-        date_order (str, optional): The format of the date strings.
-                                    Defaults to DATE_ORDER.
-
-    Returns:
-        Set[datetime.datetime]: The set of parsed date objects
-    """
-    import dateparser
-
-    ignored_dates = set()
-    for s in env_ignore.split(","):
-        d = dateparser.parse(
-            s,
-            settings={
-                "DATE_ORDER": date_order,
-            },
-        )
-        if d:
-            ignored_dates.add(d.date())
-    return ignored_dates
-
-
 # List dates that should be ignored when trying to parse date from document text
 IGNORE_DATES: set[datetime.date] = set()
 
 if os.getenv("PAPERLESS_IGNORE_DATES") is not None:
-    IGNORE_DATES = _parse_ignore_dates(os.getenv("PAPERLESS_IGNORE_DATES"))
+    IGNORE_DATES = parse_ignore_dates(os.getenv("PAPERLESS_IGNORE_DATES"), DATE_ORDER)
 
 ENABLE_UPDATE_CHECK = os.getenv("PAPERLESS_ENABLE_UPDATE_CHECK", "default")
 if ENABLE_UPDATE_CHECK != "default":
-    ENABLE_UPDATE_CHECK = __get_boolean("PAPERLESS_ENABLE_UPDATE_CHECK")
+    ENABLE_UPDATE_CHECK = get_bool_from_env("PAPERLESS_ENABLE_UPDATE_CHECK")
 
 APP_TITLE = os.getenv("PAPERLESS_APP_TITLE", None)
 APP_LOGO = os.getenv("PAPERLESS_APP_LOGO", None)
@@ -1309,7 +1036,7 @@ def _get_nltk_language_setting(ocr_lang: str) -> str | None:
     return iso_code_to_nltk.get(ocr_lang)
 
 
-NLTK_ENABLED: Final[bool] = __get_boolean("PAPERLESS_ENABLE_NLTK", "yes")
+NLTK_ENABLED: Final[bool] = get_bool_from_env("PAPERLESS_ENABLE_NLTK", "yes")
 
 NLTK_LANGUAGE: str | None = _get_nltk_language_setting(OCR_LANGUAGE)
 
@@ -1318,7 +1045,7 @@ NLTK_LANGUAGE: str | None = _get_nltk_language_setting(OCR_LANGUAGE)
 ###############################################################################
 
 EMAIL_GNUPG_HOME: Final[str | None] = os.getenv("PAPERLESS_EMAIL_GNUPG_HOME")
-EMAIL_ENABLE_GPG_DECRYPTOR: Final[bool] = __get_boolean(
+EMAIL_ENABLE_GPG_DECRYPTOR: Final[bool] = get_bool_from_env(
     "PAPERLESS_ENABLE_GPG_DECRYPTOR",
 )
 
@@ -1326,7 +1053,7 @@ EMAIL_ENABLE_GPG_DECRYPTOR: Final[bool] = __get_boolean(
 ###############################################################################
 # Soft Delete                                                                 #
 ###############################################################################
-EMPTY_TRASH_DELAY = max(__get_int("PAPERLESS_EMPTY_TRASH_DELAY", 30), 1)
+EMPTY_TRASH_DELAY = max(get_int_from_env("PAPERLESS_EMPTY_TRASH_DELAY", 30), 1)
 
 
 ###############################################################################
@@ -1351,21 +1078,17 @@ OUTLOOK_OAUTH_ENABLED = bool(
 ###############################################################################
 # Webhooks
 ###############################################################################
-WEBHOOKS_ALLOWED_SCHEMES = set(
+WEBHOOKS_ALLOWED_SCHEMES = {
     s.lower()
-    for s in __get_list(
+    for s in get_list_from_env(
         "PAPERLESS_WEBHOOKS_ALLOWED_SCHEMES",
-        ["http", "https"],
+        default=["http", "https"],
     )
-)
+}
-WEBHOOKS_ALLOWED_PORTS = set(
+WEBHOOKS_ALLOWED_PORTS = {
-    int(p)
+    int(p) for p in get_list_from_env("PAPERLESS_WEBHOOKS_ALLOWED_PORTS", default=[])
-    for p in __get_list(
+}
-        "PAPERLESS_WEBHOOKS_ALLOWED_PORTS",
+WEBHOOKS_ALLOW_INTERNAL_REQUESTS = get_bool_from_env(
-        [],
-    )
-)
-WEBHOOKS_ALLOW_INTERNAL_REQUESTS = __get_boolean(
     "PAPERLESS_WEBHOOKS_ALLOW_INTERNAL_REQUESTS",
     "true",
 )
@@ -1380,7 +1103,7 @@ REMOTE_OCR_ENDPOINT = os.getenv("PAPERLESS_REMOTE_OCR_ENDPOINT")
 ################################################################################
 # AI Settings                                                                  #
 ################################################################################
-AI_ENABLED = __get_boolean("PAPERLESS_AI_ENABLED", "NO")
+AI_ENABLED = get_bool_from_env("PAPERLESS_AI_ENABLED", "NO")
 LLM_EMBEDDING_BACKEND = os.getenv(
     "PAPERLESS_AI_LLM_EMBEDDING_BACKEND",
 )  # "huggingface" or "openai"

src/paperless/settings/custom.py

@@ -1,11 +1,191 @@
+import datetime
+import logging
 import os
 from pathlib import Path
 from typing import Any
 
+from celery.schedules import crontab
+from dateparser.languages.loader import LocaleDataLoader
+
 from paperless.settings.parsers import get_choice_from_env
 from paperless.settings.parsers import get_int_from_env
 from paperless.settings.parsers import parse_dict_from_str
 
+logger = logging.getLogger(__name__)
+
+
+def parse_hosting_settings() -> tuple[str | None, str, str, str, str]:
+    script_name = os.getenv("PAPERLESS_FORCE_SCRIPT_NAME")
+    base_url = (script_name or "") + "/"
+    login_url = base_url + "accounts/login/"
+    login_redirect_url = base_url + "dashboard"
+    logout_redirect_url = os.getenv(
+        "PAPERLESS_LOGOUT_REDIRECT_URL",
+        login_url + "?loggedout=1",
+    )
+    return script_name, base_url, login_url, login_redirect_url, logout_redirect_url
+
+
+def parse_redis_url(env_redis: str | None) -> tuple[str, str]:
+    """
+    Gets the Redis information from the environment or a default and handles
+    converting from incompatible django_channels and celery formats.
+
+    Returns a tuple of (celery_url, channels_url)
+    """
+
+    # Not set, return a compatible default
+    if env_redis is None:
+        return ("redis://localhost:6379", "redis://localhost:6379")
+
+    if "unix" in env_redis.lower():
+        # channels_redis socket format, looks like:
+        # "unix:///path/to/redis.sock"
+        _, path = env_redis.split(":", maxsplit=1)
+        # Optionally setting a db number
+        if "?db=" in env_redis:
+            path, number = path.split("?db=")
+            return (f"redis+socket:{path}?virtual_host={number}", env_redis)
+        else:
+            return (f"redis+socket:{path}", env_redis)
+
+    elif "+socket" in env_redis.lower():
+        # celery socket style, looks like:
+        # "redis+socket:///path/to/redis.sock"
+        _, path = env_redis.split(":", maxsplit=1)
+        if "?virtual_host=" in env_redis:
+            # Virtual host (aka db number)
+            path, number = path.split("?virtual_host=")
+            return (env_redis, f"unix:{path}?db={number}")
+        else:
+            return (env_redis, f"unix:{path}")
+
+    # Not a socket
+    return (env_redis, env_redis)
+
+
+def parse_beat_schedule() -> dict:
+    """
+    Configures the scheduled tasks, according to default or
+    environment variables.  Task expiration is configured so the task will
+    expire (and not run), shortly before the default frequency will put another
+    of the same task into the queue
+
+
+    https://docs.celeryq.dev/en/stable/userguide/periodic-tasks.html#beat-entries
+    https://docs.celeryq.dev/en/latest/userguide/calling.html#expiration
+    """
+    schedule = {}
+    tasks = [
+        {
+            "name": "Check all e-mail accounts",
+            "env_key": "PAPERLESS_EMAIL_TASK_CRON",
+            # Default every ten minutes
+            "env_default": "*/10 * * * *",
+            "task": "paperless_mail.tasks.process_mail_accounts",
+            "options": {
+                # 1 minute before default schedule sends again
+                "expires": 9.0 * 60.0,
+            },
+        },
+        {
+            "name": "Train the classifier",
+            "env_key": "PAPERLESS_TRAIN_TASK_CRON",
+            # Default hourly at 5 minutes past the hour
+            "env_default": "5 */1 * * *",
+            "task": "documents.tasks.train_classifier",
+            "options": {
+                # 1 minute before default schedule sends again
+                "expires": 59.0 * 60.0,
+            },
+        },
+        {
+            "name": "Optimize the index",
+            "env_key": "PAPERLESS_INDEX_TASK_CRON",
+            # Default daily at midnight
+            "env_default": "0 0 * * *",
+            "task": "documents.tasks.index_optimize",
+            "options": {
+                # 1 hour before default schedule sends again
+                "expires": 23.0 * 60.0 * 60.0,
+            },
+        },
+        {
+            "name": "Perform sanity check",
+            "env_key": "PAPERLESS_SANITY_TASK_CRON",
+            # Default Sunday at 00:30
+            "env_default": "30 0 * * sun",
+            "task": "documents.tasks.sanity_check",
+            "options": {
+                # 1 hour before default schedule sends again
+                "expires": ((7.0 * 24.0) - 1.0) * 60.0 * 60.0,
+            },
+        },
+        {
+            "name": "Empty trash",
+            "env_key": "PAPERLESS_EMPTY_TRASH_TASK_CRON",
+            # Default daily at 01:00
+            "env_default": "0 1 * * *",
+            "task": "documents.tasks.empty_trash",
+            "options": {
+                # 1 hour before default schedule sends again
+                "expires": 23.0 * 60.0 * 60.0,
+            },
+        },
+        {
+            "name": "Check and run scheduled workflows",
+            "env_key": "PAPERLESS_WORKFLOW_SCHEDULED_TASK_CRON",
+            # Default hourly at 5 minutes past the hour
+            "env_default": "5 */1 * * *",
+            "task": "documents.tasks.check_scheduled_workflows",
+            "options": {
+                # 1 minute before default schedule sends again
+                "expires": 59.0 * 60.0,
+            },
+        },
+        {
+            "name": "Rebuild LLM index",
+            "env_key": "PAPERLESS_LLM_INDEX_TASK_CRON",
+            # Default daily at 02:10
+            "env_default": "10 2 * * *",
+            "task": "documents.tasks.llmindex_index",
+            "options": {
+                # 1 hour before default schedule sends again
+                "expires": 23.0 * 60.0 * 60.0,
+            },
+        },
+        {
+            "name": "Cleanup expired share link bundles",
+            "env_key": "PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON",
+            # Default daily at 02:00
+            "env_default": "0 2 * * *",
+            "task": "documents.tasks.cleanup_expired_share_link_bundles",
+            "options": {
+                # 1 hour before default schedule sends again
+                "expires": 23.0 * 60.0 * 60.0,
+            },
+        },
+    ]
+    for task in tasks:
+        # Either get the environment setting or use the default
+        value = os.getenv(task["env_key"], task["env_default"])
+        # Don't add disabled tasks to the schedule
+        if value == "disable":
+            continue
+        # I find https://crontab.guru/ super helpful
+        # crontab(5) format
+        #   - five time-and-date fields
+        #   - separated by at least one blank
+        minute, hour, day_month, month, day_week = value.split(" ")
+
+        schedule[task["name"]] = {
+            "task": task["task"],
+            "schedule": crontab(minute, hour, day_week, day_month, month),
+            "options": task["options"],
+        }
+
+    return schedule
+
 
 def parse_db_settings(data_dir: Path) -> dict[str, dict[str, Any]]:
     """Parse database settings from environment variables.
@@ -120,3 +300,48 @@ def parse_db_settings(data_dir: Path) -> dict[str, dict[str, Any]]:
     )
 
     return {"default": db_config}
+
+
+def parse_dateparser_languages(languages: str | None) -> list[str]:
+    language_list = languages.split("+") if languages else []
+    # There is an unfixed issue in zh-Hant and zh-Hans locales in the dateparser lib.
+    # See: https://github.com/scrapinghub/dateparser/issues/875
+    for index, language in enumerate(language_list):
+        if language.startswith("zh-") and "zh" not in language_list:
+            logger.warning(
+                f"Chinese locale detected: {language}. dateparser might fail to parse"
+                f' some dates with this locale, so Chinese ("zh") will be used as a fallback.',
+            )
+            language_list.append("zh")
+
+    return list(LocaleDataLoader().get_locale_map(locales=language_list))
+
+
+def parse_ignore_dates(
+    env_ignore: str,
+    date_order: str,
+) -> set[datetime.date]:
+    """
+    If the PAPERLESS_IGNORE_DATES environment variable is set, parse the
+    user provided string(s) into dates
+
+    Args:
+        env_ignore (str): The value of the environment variable, comma separated dates
+        date_order (str): The format of the date strings.
+
+    Returns:
+        set[datetime.date]: The set of parsed date objects
+    """
+    import dateparser
+
+    ignored_dates = set()
+    for s in env_ignore.split(","):
+        d = dateparser.parse(
+            s,
+            settings={
+                "DATE_ORDER": date_order,
+            },
+        )
+        if d:
+            ignored_dates.add(d.date())
+    return ignored_dates

src/paperless/settings/parsers.py

@@ -156,6 +156,108 @@ def parse_dict_from_str(
     return settings
 
 
+def get_bool_from_env(key: str, default: str = "NO") -> bool:
+    """
+    Return a boolean value based on whatever the user has supplied in the
+    environment based on whether the value "looks like" it's True or not.
+    """
+    return str_to_bool(os.getenv(key, default))
+
+
+@overload
+def get_float_from_env(key: str) -> float | None: ...
+
+
+@overload
+def get_float_from_env(key: str, default: None) -> float | None: ...
+
+
+@overload
+def get_float_from_env(key: str, default: float) -> float: ...
+
+
+def get_float_from_env(key: str, default: float | None = None) -> float | None:
+    """
+    Return a float value based on the environment variable.
+    If default is provided, returns that value when key is missing.
+    If default is None, returns None when key is missing.
+    """
+    if key not in os.environ:
+        return default
+
+    return float(os.environ[key])
+
+
+@overload
+def get_path_from_env(key: str) -> Path | None: ...
+
+
+@overload
+def get_path_from_env(key: str, default: None) -> Path | None: ...
+
+
+@overload
+def get_path_from_env(key: str, default: Path | str) -> Path: ...
+
+
+def get_path_from_env(key: str, default: Path | str | None = None) -> Path | None:
+    """
+    Return a Path object based on the environment variable.
+    If default is provided, returns that value when key is missing.
+    If default is None, returns None when key is missing.
+    """
+    if key not in os.environ:
+        return default if default is None else Path(default).resolve()
+
+    return Path(os.environ[key]).resolve()
+
+
+def get_list_from_env(
+    key: str,
+    separator: str = ",",
+    default: list[T] | None = None,
+    *,
+    strip_whitespace: bool = True,
+    remove_empty: bool = True,
+    required: bool = False,
+) -> list[str] | list[T]:
+    """
+    Get and parse a list from an environment variable or return a default.
+
+    Args:
+        key: Environment variable name
+        separator: Character(s) to split on (default: ',')
+        default: Default value to return if env var is not set or empty
+        strip_whitespace: Whether to strip whitespace from each element
+        remove_empty: Whether to remove empty strings from the result
+        required: If True, raise an error when the env var is missing and no default provided
+
+    Returns:
+        List of strings or list of type-cast values, or default if env var is empty/None
+
+    Raises:
+        ValueError: If required=True and env var is missing and there is no default
+    """
+    # Get the environment variable value
+    env_value = os.environ.get(key)
+
+    # Handle required environment variables
+    if required and env_value is None and default is None:
+        raise ValueError(f"Required environment variable '{key}' is not set")
+
+    if env_value:
+        items = env_value.split(separator)
+        if strip_whitespace:
+            items = [item.strip() for item in items]
+        if remove_empty:
+            items = [item for item in items if item]
+        return items
+    elif default is not None:
+        return default
+    else:
+        return []
+
+
 def get_choice_from_env(
     env_key: str,
     choices: set[str],

src/paperless/tests/settings/test_custom_parsers.py

@@ -1,10 +1,279 @@
+import datetime
 import os
 from pathlib import Path
+from typing import Any
 
 import pytest
+from celery.schedules import crontab
 from pytest_mock import MockerFixture
 
+from paperless.settings.custom import parse_beat_schedule
+from paperless.settings.custom import parse_dateparser_languages
 from paperless.settings.custom import parse_db_settings
+from paperless.settings.custom import parse_hosting_settings
+from paperless.settings.custom import parse_ignore_dates
+from paperless.settings.custom import parse_redis_url
+
+
+class TestRedisSocketConversion:
+    @pytest.mark.parametrize(
+        ("input_url", "expected"),
+        [
+            pytest.param(
+                None,
+                ("redis://localhost:6379", "redis://localhost:6379"),
+                id="none_uses_default",
+            ),
+            pytest.param(
+                "redis+socket:///run/redis/redis.sock",
+                (
+                    "redis+socket:///run/redis/redis.sock",
+                    "unix:///run/redis/redis.sock",
+                ),
+                id="celery_style_socket",
+            ),
+            pytest.param(
+                "unix:///run/redis/redis.sock",
+                (
+                    "redis+socket:///run/redis/redis.sock",
+                    "unix:///run/redis/redis.sock",
+                ),
+                id="redis_py_style_socket",
+            ),
+            pytest.param(
+                "redis+socket:///run/redis/redis.sock?virtual_host=5",
+                (
+                    "redis+socket:///run/redis/redis.sock?virtual_host=5",
+                    "unix:///run/redis/redis.sock?db=5",
+                ),
+                id="celery_style_socket_with_db",
+            ),
+            pytest.param(
+                "unix:///run/redis/redis.sock?db=10",
+                (
+                    "redis+socket:///run/redis/redis.sock?virtual_host=10",
+                    "unix:///run/redis/redis.sock?db=10",
+                ),
+                id="redis_py_style_socket_with_db",
+            ),
+            pytest.param(
+                "redis://myredishost:6379",
+                ("redis://myredishost:6379", "redis://myredishost:6379"),
+                id="host_with_port_unchanged",
+            ),
+            # Credentials in unix:// URL contain multiple colons (user:password@)
+            # Regression test for https://github.com/paperless-ngx/paperless-ngx/pull/12239
+            pytest.param(
+                "unix://user:password@/run/redis/redis.sock",
+                (
+                    "redis+socket://user:password@/run/redis/redis.sock",
+                    "unix://user:password@/run/redis/redis.sock",
+                ),
+                id="redis_py_style_socket_with_credentials",
+            ),
+            pytest.param(
+                "redis+socket://user:password@/run/redis/redis.sock",
+                (
+                    "redis+socket://user:password@/run/redis/redis.sock",
+                    "unix://user:password@/run/redis/redis.sock",
+                ),
+                id="celery_style_socket_with_credentials",
+            ),
+        ],
+    )
+    def test_redis_socket_parsing(
+        self,
+        input_url: str | None,
+        expected: tuple[str, str],
+    ) -> None:
+        """
+        GIVEN:
+            - Various Redis connection URI formats
+        WHEN:
+            - The URI is parsed
+        THEN:
+            - Socket based URIs are translated
+            - Non-socket URIs are unchanged
+            - None provided uses default
+        """
+        result = parse_redis_url(input_url)
+        assert expected == result
+
+
+class TestParseHostingSettings:
+    @pytest.mark.parametrize(
+        ("env", "expected"),
+        [
+            pytest.param(
+                {},
+                (
+                    None,
+                    "/",
+                    "/accounts/login/",
+                    "/dashboard",
+                    "/accounts/login/?loggedout=1",
+                ),
+                id="no_env_vars",
+            ),
+            pytest.param(
+                {"PAPERLESS_FORCE_SCRIPT_NAME": "/paperless"},
+                (
+                    "/paperless",
+                    "/paperless/",
+                    "/paperless/accounts/login/",
+                    "/paperless/dashboard",
+                    "/paperless/accounts/login/?loggedout=1",
+                ),
+                id="force_script_name_only",
+            ),
+            pytest.param(
+                {
+                    "PAPERLESS_FORCE_SCRIPT_NAME": "/docs",
+                    "PAPERLESS_LOGOUT_REDIRECT_URL": "/custom/logout",
+                },
+                (
+                    "/docs",
+                    "/docs/",
+                    "/docs/accounts/login/",
+                    "/docs/dashboard",
+                    "/custom/logout",
+                ),
+                id="force_script_name_and_logout_redirect",
+            ),
+        ],
+    )
+    def test_parse_hosting_settings(
+        self,
+        mocker: MockerFixture,
+        env: dict[str, str],
+        expected: tuple[str | None, str, str, str, str],
+    ) -> None:
+        """Test parse_hosting_settings with various env configurations."""
+        mocker.patch.dict(os.environ, env, clear=True)
+
+        result = parse_hosting_settings()
+
+        assert result == expected
+
+
+def make_expected_schedule(
+    overrides: dict[str, dict[str, Any]] | None = None,
+    disabled: set[str] | None = None,
+) -> dict[str, Any]:
+    """
+    Build the expected schedule with optional overrides and disabled tasks.
+    """
+
+    mail_expire = 9.0 * 60.0
+    classifier_expire = 59.0 * 60.0
+    index_expire = 23.0 * 60.0 * 60.0
+    sanity_expire = ((7.0 * 24.0) - 1.0) * 60.0 * 60.0
+    empty_trash_expire = 23.0 * 60.0 * 60.0
+    workflow_expire = 59.0 * 60.0
+    llm_index_expire = 23.0 * 60.0 * 60.0
+    share_link_cleanup_expire = 23.0 * 60.0 * 60.0
+
+    schedule: dict[str, Any] = {
+        "Check all e-mail accounts": {
+            "task": "paperless_mail.tasks.process_mail_accounts",
+            "schedule": crontab(minute="*/10"),
+            "options": {"expires": mail_expire},
+        },
+        "Train the classifier": {
+            "task": "documents.tasks.train_classifier",
+            "schedule": crontab(minute="5", hour="*/1"),
+            "options": {"expires": classifier_expire},
+        },
+        "Optimize the index": {
+            "task": "documents.tasks.index_optimize",
+            "schedule": crontab(minute=0, hour=0),
+            "options": {"expires": index_expire},
+        },
+        "Perform sanity check": {
+            "task": "documents.tasks.sanity_check",
+            "schedule": crontab(minute=30, hour=0, day_of_week="sun"),
+            "options": {"expires": sanity_expire},
+        },
+        "Empty trash": {
+            "task": "documents.tasks.empty_trash",
+            "schedule": crontab(minute=0, hour="1"),
+            "options": {"expires": empty_trash_expire},
+        },
+        "Check and run scheduled workflows": {
+            "task": "documents.tasks.check_scheduled_workflows",
+            "schedule": crontab(minute="5", hour="*/1"),
+            "options": {"expires": workflow_expire},
+        },
+        "Rebuild LLM index": {
+            "task": "documents.tasks.llmindex_index",
+            "schedule": crontab(minute="10", hour="2"),
+            "options": {"expires": llm_index_expire},
+        },
+        "Cleanup expired share link bundles": {
+            "task": "documents.tasks.cleanup_expired_share_link_bundles",
+            "schedule": crontab(minute=0, hour="2"),
+            "options": {"expires": share_link_cleanup_expire},
+        },
+    }
+
+    overrides = overrides or {}
+    disabled = disabled or set()
+
+    for key, val in overrides.items():
+        schedule[key] = {**schedule.get(key, {}), **val}
+
+    for key in disabled:
+        schedule.pop(key, None)
+
+    return schedule
+
+
+class TestParseBeatSchedule:
+    @pytest.mark.parametrize(
+        ("env", "expected"),
+        [
+            pytest.param({}, make_expected_schedule(), id="defaults"),
+            pytest.param(
+                {"PAPERLESS_EMAIL_TASK_CRON": "*/50 * * * mon"},
+                make_expected_schedule(
+                    overrides={
+                        "Check all e-mail accounts": {
+                            "schedule": crontab(minute="*/50", day_of_week="mon"),
+                        },
+                    },
+                ),
+                id="email-changed",
+            ),
+            pytest.param(
+                {"PAPERLESS_INDEX_TASK_CRON": "disable"},
+                make_expected_schedule(disabled={"Optimize the index"}),
+                id="index-disabled",
+            ),
+            pytest.param(
+                {
+                    "PAPERLESS_EMAIL_TASK_CRON": "disable",
+                    "PAPERLESS_TRAIN_TASK_CRON": "disable",
+                    "PAPERLESS_SANITY_TASK_CRON": "disable",
+                    "PAPERLESS_INDEX_TASK_CRON": "disable",
+                    "PAPERLESS_EMPTY_TRASH_TASK_CRON": "disable",
+                    "PAPERLESS_WORKFLOW_SCHEDULED_TASK_CRON": "disable",
+                    "PAPERLESS_LLM_INDEX_TASK_CRON": "disable",
+                    "PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON": "disable",
+                },
+                {},
+                id="all-disabled",
+            ),
+        ],
+    )
+    def test_parse_beat_schedule(
+        self,
+        env: dict[str, str],
+        expected: dict[str, Any],
+        mocker: MockerFixture,
+    ) -> None:
+        mocker.patch.dict(os.environ, env, clear=False)
+        schedule = parse_beat_schedule()
+        assert schedule == expected
 
 
 class TestParseDbSettings:
@@ -264,3 +533,85 @@ class TestParseDbSettings:
         settings = parse_db_settings(tmp_path)
 
         assert settings == expected_database_settings
+
+
+class TestParseIgnoreDates:
+    """Tests the parsing of the PAPERLESS_IGNORE_DATES setting value."""
+
+    def test_no_ignore_dates_set(self) -> None:
+        """
+        GIVEN:
+            - No ignore dates are set
+        THEN:
+            - No ignore dates are parsed
+        """
+        assert parse_ignore_dates("", "YMD") == set()
+
+    @pytest.mark.parametrize(
+        ("env_str", "date_format", "expected"),
+        [
+            pytest.param(
+                "1985-05-01",
+                "YMD",
+                {datetime.date(1985, 5, 1)},
+                id="single-ymd",
+            ),
+            pytest.param(
+                "1985-05-01,1991-12-05",
+                "YMD",
+                {datetime.date(1985, 5, 1), datetime.date(1991, 12, 5)},
+                id="multiple-ymd",
+            ),
+            pytest.param(
+                "2010-12-13",
+                "YMD",
+                {datetime.date(2010, 12, 13)},
+                id="single-ymd-2",
+            ),
+            pytest.param(
+                "11.01.10",
+                "DMY",
+                {datetime.date(2010, 1, 11)},
+                id="single-dmy",
+            ),
+            pytest.param(
+                "11.01.2001,15-06-1996",
+                "DMY",
+                {datetime.date(2001, 1, 11), datetime.date(1996, 6, 15)},
+                id="multiple-dmy",
+            ),
+        ],
+    )
+    def test_ignore_dates_parsed(
+        self,
+        env_str: str,
+        date_format: str,
+        expected: set[datetime.date],
+    ) -> None:
+        """
+        GIVEN:
+            - Ignore dates are set per certain inputs
+        THEN:
+            - All ignore dates are parsed
+        """
+        assert parse_ignore_dates(env_str, date_format) == expected
+
+
+@pytest.mark.parametrize(
+    ("languages", "expected"),
+    [
+        ("de", ["de"]),
+        ("zh", ["zh"]),
+        ("fr+en", ["fr", "en"]),
+        # Locales must be supported
+        ("en-001+fr-CA", ["en-001", "fr-CA"]),
+        ("en-001+fr", ["en-001", "fr"]),
+        # Special case for Chinese: variants seem to miss some dates,
+        # so we always add "zh" as a fallback.
+        ("en+zh-Hans-HK", ["en", "zh-Hans-HK", "zh"]),
+        ("en+zh-Hans", ["en", "zh-Hans", "zh"]),
+        ("en+zh-Hans+zh-Hant", ["en", "zh-Hans", "zh-Hant", "zh"]),
+    ],
+)
+def test_parse_dateparser_languages(languages: str, expected: list[str]) -> None:
+    assert sorted(parse_dateparser_languages(languages)) == sorted(expected)

src/paperless/tests/settings/test_environment_parsers.py

@@ -4,8 +4,12 @@ from pathlib import Path
 import pytest
 from pytest_mock import MockerFixture
 
+from paperless.settings.parsers import get_bool_from_env
 from paperless.settings.parsers import get_choice_from_env
+from paperless.settings.parsers import get_float_from_env
 from paperless.settings.parsers import get_int_from_env
+from paperless.settings.parsers import get_list_from_env
+from paperless.settings.parsers import get_path_from_env
 from paperless.settings.parsers import parse_dict_from_str
 from paperless.settings.parsers import str_to_bool
 
@@ -205,6 +209,29 @@ class TestParseDictFromString:
         assert isinstance(result["database"]["port"], int)
 
 
+class TestGetBoolFromEnv:
+    def test_existing_env_var(self, mocker):
+        """Test that an existing environment variable is read and converted."""
+        mocker.patch.dict(os.environ, {"TEST_VAR": "true"})
+        assert get_bool_from_env("TEST_VAR") is True
+
+    def test_missing_env_var_uses_default_no(self, mocker):
+        """Test that a missing environment variable uses default 'NO' and returns False."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        assert get_bool_from_env("MISSING_VAR") is False
+
+    def test_missing_env_var_with_explicit_default(self, mocker):
+        """Test that a missing environment variable uses the provided default."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        assert get_bool_from_env("MISSING_VAR", default="yes") is True
+
+    def test_invalid_value_raises_error(self, mocker):
+        """Test that an invalid value raises ValueError (delegates to str_to_bool)."""
+        mocker.patch.dict(os.environ, {"INVALID_VAR": "maybe"})
+        with pytest.raises(ValueError):
+            get_bool_from_env("INVALID_VAR")
+
+
 class TestGetIntFromEnv:
     @pytest.mark.parametrize(
         ("env_value", "expected"),
@@ -259,6 +286,199 @@ class TestGetIntFromEnv:
             get_int_from_env("INVALID_INT")
 
 
+class TestGetFloatFromEnv:
+    @pytest.mark.parametrize(
+        ("env_value", "expected"),
+        [
+            pytest.param("3.14", 3.14, id="pi"),
+            pytest.param("42", 42.0, id="int_as_float"),
+            pytest.param("-2.5", -2.5, id="negative"),
+            pytest.param("0.0", 0.0, id="zero_float"),
+            pytest.param("0", 0.0, id="zero_int"),
+            pytest.param("1.5e2", 150.0, id="sci_positive"),
+            pytest.param("1e-3", 0.001, id="sci_negative"),
+            pytest.param("-1.23e4", -12300.0, id="sci_large"),
+        ],
+    )
+    def test_existing_env_var_valid_floats(self, mocker, env_value, expected):
+        """Test that existing environment variables with valid floats return correct values."""
+        mocker.patch.dict(os.environ, {"FLOAT_VAR": env_value})
+        assert get_float_from_env("FLOAT_VAR") == expected
+
+    @pytest.mark.parametrize(
+        ("default", "expected"),
+        [
+            pytest.param(3.14, 3.14, id="pi_default"),
+            pytest.param(0.0, 0.0, id="zero_default"),
+            pytest.param(-2.5, -2.5, id="negative_default"),
+            pytest.param(None, None, id="none_default"),
+        ],
+    )
+    def test_missing_env_var_with_defaults(self, mocker, default, expected):
+        """Test that missing environment variables return provided defaults."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        assert get_float_from_env("MISSING_VAR", default=default) == expected
+
+    def test_missing_env_var_no_default(self, mocker):
+        """Test that missing environment variable with no default returns None."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        assert get_float_from_env("MISSING_VAR") is None
+
+    @pytest.mark.parametrize(
+        "invalid_value",
+        [
+            pytest.param("not_a_number", id="text"),
+            pytest.param("42.5.0", id="double_decimal"),
+            pytest.param("42a", id="alpha_suffix"),
+            pytest.param("", id="empty"),
+            pytest.param(" ", id="whitespace"),
+            pytest.param("true", id="boolean"),
+            pytest.param("1.2.3", id="triple_decimal"),
+        ],
+    )
+    def test_invalid_float_values_raise_error(self, mocker, invalid_value):
+        """Test that invalid float values raise ValueError."""
+        mocker.patch.dict(os.environ, {"INVALID_FLOAT": invalid_value})
+        with pytest.raises(ValueError):
+            get_float_from_env("INVALID_FLOAT")
+
+
+class TestGetPathFromEnv:
+    @pytest.mark.parametrize(
+        "env_value",
+        [
+            pytest.param("/tmp/test", id="absolute"),
+            pytest.param("relative/path", id="relative"),
+            pytest.param("/path/with spaces/file.txt", id="spaces"),
+            pytest.param(".", id="current_dir"),
+            pytest.param("..", id="parent_dir"),
+            pytest.param("/", id="root"),
+        ],
+    )
+    def test_existing_env_var_paths(self, mocker, env_value):
+        """Test that existing environment variables with paths return resolved Path objects."""
+        mocker.patch.dict(os.environ, {"PATH_VAR": env_value})
+        result = get_path_from_env("PATH_VAR")
+        assert isinstance(result, Path)
+        assert result == Path(env_value).resolve()
+
+    def test_missing_env_var_no_default(self, mocker):
+        """Test that missing environment variable with no default returns None."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        assert get_path_from_env("MISSING_VAR") is None
+
+    def test_missing_env_var_with_none_default(self, mocker):
+        """Test that missing environment variable with None default returns None."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        assert get_path_from_env("MISSING_VAR", default=None) is None
+
+    @pytest.mark.parametrize(
+        "default_path_str",
+        [
+            pytest.param("/default/path", id="absolute_default"),
+            pytest.param("relative/default", id="relative_default"),
+            pytest.param(".", id="current_default"),
+        ],
+    )
+    def test_missing_env_var_with_path_defaults(self, mocker, default_path_str):
+        """Test that missing environment variables return resolved default Path objects."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        default_path = Path(default_path_str)
+        result = get_path_from_env("MISSING_VAR", default=default_path)
+        assert isinstance(result, Path)
+        assert result == default_path.resolve()
+
+    def test_relative_paths_are_resolved(self, mocker):
+        """Test that relative paths are properly resolved to absolute paths."""
+        mocker.patch.dict(os.environ, {"REL_PATH": "relative/path"})
+        result = get_path_from_env("REL_PATH")
+        assert result is not None
+        assert result.is_absolute()
+
+
+class TestGetListFromEnv:
+    @pytest.mark.parametrize(
+        ("env_value", "expected"),
+        [
+            pytest.param("a,b,c", ["a", "b", "c"], id="basic_comma_separated"),
+            pytest.param("single", ["single"], id="single_element"),
+            pytest.param("", [], id="empty_string"),
+            pytest.param("a, b , c", ["a", "b", "c"], id="whitespace_trimmed"),
+            pytest.param("a,,b,c", ["a", "b", "c"], id="empty_elements_removed"),
+        ],
+    )
+    def test_existing_env_var_basic_parsing(self, mocker, env_value, expected):
+        """Test that existing environment variables are parsed correctly."""
+        mocker.patch.dict(os.environ, {"LIST_VAR": env_value})
+        result = get_list_from_env("LIST_VAR")
+        assert result == expected
+
+    @pytest.mark.parametrize(
+        ("separator", "env_value", "expected"),
+        [
+            pytest.param("|", "a|b|c", ["a", "b", "c"], id="pipe_separator"),
+            pytest.param(":", "a:b:c", ["a", "b", "c"], id="colon_separator"),
+            pytest.param(";", "a;b;c", ["a", "b", "c"], id="semicolon_separator"),
+        ],
+    )
+    def test_custom_separators(self, mocker, separator, env_value, expected):
+        """Test that custom separators work correctly."""
+        mocker.patch.dict(os.environ, {"LIST_VAR": env_value})
+        result = get_list_from_env("LIST_VAR", separator=separator)
+        assert result == expected
+
+    @pytest.mark.parametrize(
+        ("default", "expected"),
+        [
+            pytest.param(
+                ["default1", "default2"],
+                ["default1", "default2"],
+                id="string_list_default",
+            ),
+            pytest.param([1, 2, 3], [1, 2, 3], id="int_list_default"),
+            pytest.param(None, [], id="none_default_returns_empty_list"),
+        ],
+    )
+    def test_missing_env_var_with_defaults(self, mocker, default, expected):
+        """Test that missing environment variables return provided defaults."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        result = get_list_from_env("MISSING_VAR", default=default)
+        assert result == expected
+
+    def test_missing_env_var_no_default(self, mocker):
+        """Test that missing environment variable with no default returns empty list."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        result = get_list_from_env("MISSING_VAR")
+        assert result == []
+
+    def test_required_env_var_missing_raises_error(self, mocker):
+        """Test that missing required environment variable raises ValueError."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        with pytest.raises(
+            ValueError,
+            match="Required environment variable 'REQUIRED_VAR' is not set",
+        ):
+            get_list_from_env("REQUIRED_VAR", required=True)
+
+    def test_required_env_var_with_default_does_not_raise(self, mocker):
+        """Test that required environment variable with default does not raise error."""
+        mocker.patch.dict(os.environ, {}, clear=True)
+        result = get_list_from_env("REQUIRED_VAR", default=["default"], required=True)
+        assert result == ["default"]
+
+    def test_strip_whitespace_false(self, mocker):
+        """Test that whitespace is preserved when strip_whitespace=False."""
+        mocker.patch.dict(os.environ, {"LIST_VAR": " a , b , c "})
+        result = get_list_from_env("LIST_VAR", strip_whitespace=False)
+        assert result == [" a ", " b ", " c "]
+
+    def test_remove_empty_false(self, mocker):
+        """Test that empty elements are preserved when remove_empty=False."""
+        mocker.patch.dict(os.environ, {"LIST_VAR": "a,,b,,c"})
+        result = get_list_from_env("LIST_VAR", remove_empty=False)
+        assert result == ["a", "", "b", "", "c"]
+
+
 class TestGetEnvChoice:
     @pytest.fixture
     def valid_choices(self) -> set[str]:
@@ -394,21 +614,3 @@ class TestGetEnvChoice:
         result = get_choice_from_env("TEST_ENV", large_choices)
 
         assert result == "option_50"
-
-    def test_different_env_keys(
-        self,
-        mocker: MockerFixture,
-        valid_choices: set[str],
-    ) -> None:
-        """Test function works with different environment variable keys."""
-        test_cases = [
-            ("DJANGO_ENV", "development"),
-            ("DATABASE_BACKEND", "staging"),
-            ("LOG_LEVEL", "production"),
-            ("APP_MODE", "development"),
-        ]
-
-        for env_key, env_value in test_cases:
-            mocker.patch.dict("os.environ", {env_key: env_value})
-            result = get_choice_from_env(env_key, valid_choices)
-            assert result == env_value

src/paperless/tests/settings/test_settings.py

@@ -0,0 +1,56 @@
+import os
+from unittest import TestCase
+from unittest import mock
+
+from paperless.settings import _parse_paperless_url
+from paperless.settings import default_threads_per_worker
+
+
+class TestThreadCalculation(TestCase):
+    def test_workers_threads(self) -> None:
+        """
+        GIVEN:
+            - Certain CPU counts
+        WHEN:
+            - Threads per worker is calculated
+        THEN:
+            - Threads per worker less than or equal to CPU count
+            - At least 1 thread per worker
+        """
+        default_workers = 1
+
+        for i in range(1, 64):
+            with mock.patch(
+                "paperless.settings.multiprocessing.cpu_count",
+            ) as cpu_count:
+                cpu_count.return_value = i
+
+                default_threads = default_threads_per_worker(default_workers)
+
+                self.assertGreaterEqual(default_threads, 1)
+
+                self.assertLessEqual(default_workers * default_threads, i)
+
+
+class TestPaperlessURLSettings(TestCase):
+    def test_paperless_url(self) -> None:
+        """
+        GIVEN:
+            - PAPERLESS_URL is set
+        WHEN:
+            - The URL is parsed
+        THEN:
+            - The URL is returned and present in related settings
+        """
+        with mock.patch.dict(
+            os.environ,
+            {
+                "PAPERLESS_URL": "https://example.com",
+            },
+        ):
+            url = _parse_paperless_url()
+            self.assertEqual("https://example.com", url)
+            from django.conf import settings
+
+            self.assertIn(url, settings.CSRF_TRUSTED_ORIGINS)
+            self.assertIn(url, settings.CORS_ALLOWED_ORIGINS)

src/paperless/tests/test_adapter.py

@@ -1,107 +1,100 @@
-from unittest import mock
+import logging
 
+import pytest
 from allauth.account.adapter import get_adapter
 from allauth.core import context
 from allauth.socialaccount.adapter import get_adapter as get_social_adapter
-from django.conf import settings
 from django.contrib.auth.models import AnonymousUser
 from django.contrib.auth.models import Group
 from django.contrib.auth.models import User
 from django.forms import ValidationError
 from django.http import HttpRequest
-from django.test import TestCase
-from django.test import override_settings
 from django.urls import reverse
+from pytest_django.fixtures import SettingsWrapper
+from pytest_mock import MockerFixture
 from rest_framework.authtoken.models import Token
 
 from paperless.adapter import DrfTokenStrategy
 
 
-class TestCustomAccountAdapter(TestCase):
+@pytest.mark.django_db
-    def test_is_open_for_signup(self) -> None:
+class TestCustomAccountAdapter:
+    def test_is_open_for_signup(self, settings: SettingsWrapper) -> None:
         adapter = get_adapter()
 
         # With no accounts, signups should be allowed
-        self.assertTrue(adapter.is_open_for_signup(None))
+        assert adapter.is_open_for_signup(None)
 
         User.objects.create_user("testuser")
 
-        # Test when ACCOUNT_ALLOW_SIGNUPS is True
         settings.ACCOUNT_ALLOW_SIGNUPS = True
-        self.assertTrue(adapter.is_open_for_signup(None))
+        assert adapter.is_open_for_signup(None)
 
-        # Test when ACCOUNT_ALLOW_SIGNUPS is False
         settings.ACCOUNT_ALLOW_SIGNUPS = False
-        self.assertFalse(adapter.is_open_for_signup(None))
+        assert not adapter.is_open_for_signup(None)
 
-    def test_is_safe_url(self) -> None:
+    def test_is_safe_url(self, settings: SettingsWrapper) -> None:
         request = HttpRequest()
-        request.get_host = mock.Mock(return_value="example.com")
+        request.get_host = lambda: "example.com"
         with context.request_context(request):
             adapter = get_adapter()
-            with override_settings(ALLOWED_HOSTS=["*"]):
-                # True because request host is same
-                url = "https://example.com"
-                self.assertTrue(adapter.is_safe_url(url))
 
-            url = "https://evil.com"
+            settings.ALLOWED_HOSTS = ["*"]
+            # True because request host is same
+            assert adapter.is_safe_url("https://example.com")
             # False despite wildcard because request host is different
-            self.assertFalse(adapter.is_safe_url(url))
+            assert not adapter.is_safe_url("https://evil.com")
 
             settings.ALLOWED_HOSTS = ["example.com"]
-            url = "https://example.com"
             # True because request host is same
-            self.assertTrue(adapter.is_safe_url(url))
+            assert adapter.is_safe_url("https://example.com")
 
             settings.ALLOWED_HOSTS = ["*", "example.com"]
-            url = "//evil.com"
             # False because request host is not in allowed hosts
-            self.assertFalse(adapter.is_safe_url(url))
+            assert not adapter.is_safe_url("//evil.com")
 
-    @mock.patch("allauth.core.internal.ratelimit.consume", return_value=True)
+    def test_pre_authenticate(
-    def test_pre_authenticate(self, mock_consume) -> None:
+        self,
+        settings: SettingsWrapper,
+        mocker: MockerFixture,
+    ) -> None:
+        mocker.patch("allauth.core.internal.ratelimit.consume", return_value=True)
         adapter = get_adapter()
         request = HttpRequest()
-        request.get_host = mock.Mock(return_value="example.com")
+        request.get_host = lambda: "example.com"
 
         settings.DISABLE_REGULAR_LOGIN = False
         adapter.pre_authenticate(request)
 
         settings.DISABLE_REGULAR_LOGIN = True
-        with self.assertRaises(ValidationError):
+        with pytest.raises(ValidationError):
             adapter.pre_authenticate(request)
 
-    def test_get_reset_password_from_key_url(self) -> None:
+    def test_get_reset_password_from_key_url(self, settings: SettingsWrapper) -> None:
         request = HttpRequest()
-        request.get_host = mock.Mock(return_value="foo.org")
+        request.get_host = lambda: "foo.org"
         with context.request_context(request):
             adapter = get_adapter()
 
-            # Test when PAPERLESS_URL is None
+            settings.PAPERLESS_URL = None
-            with override_settings(
+            settings.ACCOUNT_DEFAULT_HTTP_PROTOCOL = "https"
-                PAPERLESS_URL=None,
+            expected_url = f"https://foo.org{reverse('account_reset_password_from_key', kwargs={'uidb36': 'UID', 'key': 'KEY'})}"
-                ACCOUNT_DEFAULT_HTTP_PROTOCOL="https",
+            assert adapter.get_reset_password_from_key_url("UID-KEY") == expected_url
-            ):
-                expected_url = f"https://foo.org{reverse('account_reset_password_from_key', kwargs={'uidb36': 'UID', 'key': 'KEY'})}"
-                self.assertEqual(
-                    adapter.get_reset_password_from_key_url("UID-KEY"),
-                    expected_url,
-                )
 
-            # Test when PAPERLESS_URL is not None
+            settings.PAPERLESS_URL = "https://bar.com"
-            with override_settings(PAPERLESS_URL="https://bar.com"):
+            expected_url = f"https://bar.com{reverse('account_reset_password_from_key', kwargs={'uidb36': 'UID', 'key': 'KEY'})}"
-                expected_url = f"https://bar.com{reverse('account_reset_password_from_key', kwargs={'uidb36': 'UID', 'key': 'KEY'})}"
+            assert adapter.get_reset_password_from_key_url("UID-KEY") == expected_url
-                self.assertEqual(
-                    adapter.get_reset_password_from_key_url("UID-KEY"),
-                    expected_url,
-                )
 
-    @override_settings(ACCOUNT_DEFAULT_GROUPS=["group1", "group2"])
+    def test_save_user_adds_groups(
-    def test_save_user_adds_groups(self) -> None:
+        self,
+        settings: SettingsWrapper,
+        mocker: MockerFixture,
+    ) -> None:
+        settings.ACCOUNT_DEFAULT_GROUPS = ["group1", "group2"]
         Group.objects.create(name="group1")
         user = User.objects.create_user("testuser")
         adapter = get_adapter()
-        form = mock.Mock(
+        form = mocker.MagicMock(
             cleaned_data={
                 "username": "testuser",
                 "email": "user@example.com",
@@ -110,88 +103,81 @@ class TestCustomAccountAdapter(TestCase):
 
         user = adapter.save_user(HttpRequest(), user, form, commit=True)
 
-        self.assertEqual(user.groups.count(), 1)
+        assert user.groups.count() == 1
-        self.assertTrue(user.groups.filter(name="group1").exists())
+        assert user.groups.filter(name="group1").exists()
-        self.assertFalse(user.groups.filter(name="group2").exists())
+        assert not user.groups.filter(name="group2").exists()
 
-    def test_fresh_install_save_creates_superuser(self) -> None:
+    def test_fresh_install_save_creates_superuser(self, mocker: MockerFixture) -> None:
         adapter = get_adapter()
-        form = mock.Mock(
+        form = mocker.MagicMock(
             cleaned_data={
                 "username": "testuser",
                 "email": "user@paperless-ngx.com",
             },
         )
         user = adapter.save_user(HttpRequest(), User(), form, commit=True)
-        self.assertTrue(user.is_superuser)
+        assert user.is_superuser
 
-        # Next time, it should not create a superuser
+        form = mocker.MagicMock(
-        form = mock.Mock(
             cleaned_data={
                 "username": "testuser2",
                 "email": "user2@paperless-ngx.com",
             },
         )
         user2 = adapter.save_user(HttpRequest(), User(), form, commit=True)
-        self.assertFalse(user2.is_superuser)
+        assert not user2.is_superuser
 
 
-class TestCustomSocialAccountAdapter(TestCase):
+class TestCustomSocialAccountAdapter:
-    def test_is_open_for_signup(self) -> None:
+    @pytest.mark.django_db
+    def test_is_open_for_signup(self, settings: SettingsWrapper) -> None:
         adapter = get_social_adapter()
 
-        # Test when SOCIALACCOUNT_ALLOW_SIGNUPS is True
         settings.SOCIALACCOUNT_ALLOW_SIGNUPS = True
-        self.assertTrue(adapter.is_open_for_signup(None, None))
+        assert adapter.is_open_for_signup(None, None)
 
-        # Test when SOCIALACCOUNT_ALLOW_SIGNUPS is False
         settings.SOCIALACCOUNT_ALLOW_SIGNUPS = False
-        self.assertFalse(adapter.is_open_for_signup(None, None))
+        assert not adapter.is_open_for_signup(None, None)
 
     def test_get_connect_redirect_url(self) -> None:
         adapter = get_social_adapter()
-        request = None
+        assert adapter.get_connect_redirect_url(None, None) == reverse("base")
-        socialaccount = None
 
-        # Test the default URL
+    @pytest.mark.django_db
-        expected_url = reverse("base")
+    def test_save_user_adds_groups(
-        self.assertEqual(
+        self,
-            adapter.get_connect_redirect_url(request, socialaccount),
+        settings: SettingsWrapper,
-            expected_url,
+        mocker: MockerFixture,
-        )
+    ) -> None:
-
+        settings.SOCIAL_ACCOUNT_DEFAULT_GROUPS = ["group1", "group2"]
-    @override_settings(SOCIAL_ACCOUNT_DEFAULT_GROUPS=["group1", "group2"])
-    def test_save_user_adds_groups(self) -> None:
         Group.objects.create(name="group1")
         adapter = get_social_adapter()
-        request = HttpRequest()
         user = User.objects.create_user("testuser")
-        sociallogin = mock.Mock(
+        sociallogin = mocker.MagicMock(user=user)
-            user=user,
-        )
 
-        user = adapter.save_user(request, sociallogin, None)
+        user = adapter.save_user(HttpRequest(), sociallogin, None)
 
-        self.assertEqual(user.groups.count(), 1)
+        assert user.groups.count() == 1
-        self.assertTrue(user.groups.filter(name="group1").exists())
+        assert user.groups.filter(name="group1").exists()
-        self.assertFalse(user.groups.filter(name="group2").exists())
+        assert not user.groups.filter(name="group2").exists()
 
-    def test_error_logged_on_authentication_error(self) -> None:
+    def test_error_logged_on_authentication_error(
+        self,
+        caplog: pytest.LogCaptureFixture,
+    ) -> None:
         adapter = get_social_adapter()
-        request = HttpRequest()
+        with caplog.at_level(logging.INFO, logger="paperless.auth"):
-        with self.assertLogs("paperless.auth", level="INFO") as log_cm:
             adapter.on_authentication_error(
-                request,
+                HttpRequest(),
                 provider="test-provider",
                 error="Error",
                 exception="Test authentication error",
             )
-        self.assertTrue(
+        assert any("Test authentication error" in msg for msg in caplog.messages)
-            any("Test authentication error" in message for message in log_cm.output),
-        )
 
 
-class TestDrfTokenStrategy(TestCase):
+@pytest.mark.django_db
+class TestDrfTokenStrategy:
     def test_create_access_token_creates_new_token(self) -> None:
         """
         GIVEN:
@@ -201,7 +187,6 @@ class TestDrfTokenStrategy(TestCase):
         THEN:
             - A new token is created and its key is returned
         """
-
         user = User.objects.create_user("testuser")
         request = HttpRequest()
         request.user = user
@@ -209,13 +194,9 @@ class TestDrfTokenStrategy(TestCase):
         strategy = DrfTokenStrategy()
         token_key = strategy.create_access_token(request)
 
-        # Verify a token was created
+        assert token_key is not None
-        self.assertIsNotNone(token_key)
+        assert Token.objects.filter(user=user).exists()
-        self.assertTrue(Token.objects.filter(user=user).exists())
+        assert token_key == Token.objects.get(user=user).key
-
-        # Verify the returned key matches the created token
-        token = Token.objects.get(user=user)
-        self.assertEqual(token_key, token.key)
 
     def test_create_access_token_returns_existing_token(self) -> None:
         """
@@ -226,7 +207,6 @@ class TestDrfTokenStrategy(TestCase):
         THEN:
             - The same token key is returned (no new token created)
         """
-
         user = User.objects.create_user("testuser")
         existing_token = Token.objects.create(user=user)
 
@@ -236,11 +216,8 @@ class TestDrfTokenStrategy(TestCase):
         strategy = DrfTokenStrategy()
         token_key = strategy.create_access_token(request)
 
-        # Verify the existing token key is returned
+        assert token_key == existing_token.key
-        self.assertEqual(token_key, existing_token.key)
+        assert Token.objects.filter(user=user).count() == 1
-
-        # Verify only one token exists (no duplicate created)
-        self.assertEqual(Token.objects.filter(user=user).count(), 1)
 
     def test_create_access_token_returns_none_for_unauthenticated_user(self) -> None:
         """
@@ -251,12 +228,11 @@ class TestDrfTokenStrategy(TestCase):
         THEN:
             - None is returned and no token is created
         """
-
         request = HttpRequest()
         request.user = AnonymousUser()
 
         strategy = DrfTokenStrategy()
         token_key = strategy.create_access_token(request)
 
-        self.assertIsNone(token_key)
+        assert token_key is None
-        self.assertEqual(Token.objects.count(), 0)
+        assert Token.objects.count() == 0

src/paperless/tests/test_checks.py

@@ -1,16 +1,15 @@
 import os
+from collections.abc import Callable
+from dataclasses import dataclass
 from pathlib import Path
 from unittest import mock
 
 import pytest
 from django.core.checks import Error
 from django.core.checks import Warning
-from django.test import TestCase
+from pytest_django.fixtures import SettingsWrapper
-from django.test import override_settings
 from pytest_mock import MockerFixture
 
-from documents.tests.utils import DirectoriesMixin
-from documents.tests.utils import FileSystemAssertsMixin
 from paperless.checks import audit_log_check
 from paperless.checks import binaries_check
 from paperless.checks import check_deprecated_db_settings
@@ -20,54 +19,84 @@ from paperless.checks import paths_check
 from paperless.checks import settings_values_check
 
 
-class TestChecks(DirectoriesMixin, TestCase):
+@dataclass(frozen=True, slots=True)
-    def test_binaries(self) -> None:
+class PaperlessTestDirs:
-        self.assertEqual(binaries_check(None), [])
+    data_dir: Path
+    media_dir: Path
+    consumption_dir: Path
 
-    @override_settings(CONVERT_BINARY="uuuhh")
-    def test_binaries_fail(self) -> None:
-        self.assertEqual(len(binaries_check(None)), 1)
 
-    def test_paths_check(self) -> None:
+# TODO: consolidate with documents/tests/conftest.py PaperlessDirs/paperless_dirs
-        self.assertEqual(paths_check(None), [])
+#       once the paperless and documents test suites are ready to share fixtures.
+@pytest.fixture()
+def directories(tmp_path: Path, settings: SettingsWrapper) -> PaperlessTestDirs:
+    data_dir = tmp_path / "data"
+    media_dir = tmp_path / "media"
+    consumption_dir = tmp_path / "consumption"
 
-    @override_settings(
+    for d in (data_dir, media_dir, consumption_dir):
-        MEDIA_ROOT=Path("uuh"),
+        d.mkdir()
-        DATA_DIR=Path("whatever"),
+
-        CONSUMPTION_DIR=Path("idontcare"),
+    settings.DATA_DIR = data_dir
+    settings.MEDIA_ROOT = media_dir
+    settings.CONSUMPTION_DIR = consumption_dir
+
+    return PaperlessTestDirs(
+        data_dir=data_dir,
+        media_dir=media_dir,
+        consumption_dir=consumption_dir,
     )
-    def test_paths_check_dont_exist(self) -> None:
-        msgs = paths_check(None)
-        self.assertEqual(len(msgs), 3, str(msgs))
 
-        for msg in msgs:
-            self.assertTrue(msg.msg.endswith("is set but doesn't exist."))
 
-    def test_paths_check_no_access(self) -> None:
+class TestChecks:
-        Path(self.dirs.data_dir).chmod(0o000)
+    def test_binaries(self) -> None:
-        Path(self.dirs.media_dir).chmod(0o000)
+        assert binaries_check(None) == []
-        Path(self.dirs.consumption_dir).chmod(0o000)
 
-        self.addCleanup(os.chmod, self.dirs.data_dir, 0o777)
+    def test_binaries_fail(self, settings: SettingsWrapper) -> None:
-        self.addCleanup(os.chmod, self.dirs.media_dir, 0o777)
+        settings.CONVERT_BINARY = "uuuhh"
-        self.addCleanup(os.chmod, self.dirs.consumption_dir, 0o777)
+        assert len(binaries_check(None)) == 1
+
+    @pytest.mark.usefixtures("directories")
+    def test_paths_check(self) -> None:
+        assert paths_check(None) == []
+
+    def test_paths_check_dont_exist(self, settings: SettingsWrapper) -> None:
+        settings.MEDIA_ROOT = Path("uuh")
+        settings.DATA_DIR = Path("whatever")
+        settings.CONSUMPTION_DIR = Path("idontcare")
 
         msgs = paths_check(None)
-        self.assertEqual(len(msgs), 3)
 
+        assert len(msgs) == 3, str(msgs)
         for msg in msgs:
-            self.assertTrue(msg.msg.endswith("is not writeable"))
+            assert msg.msg.endswith("is set but doesn't exist.")
 
-    @override_settings(DEBUG=False)
+    def test_paths_check_no_access(self, directories: PaperlessTestDirs) -> None:
-    def test_debug_disabled(self) -> None:
+        directories.data_dir.chmod(0o000)
-        self.assertEqual(debug_mode_check(None), [])
+        directories.media_dir.chmod(0o000)
+        directories.consumption_dir.chmod(0o000)
 
-    @override_settings(DEBUG=True)
+        try:
-    def test_debug_enabled(self) -> None:
+            msgs = paths_check(None)
-        self.assertEqual(len(debug_mode_check(None)), 1)
+        finally:
+            directories.data_dir.chmod(0o777)
+            directories.media_dir.chmod(0o777)
+            directories.consumption_dir.chmod(0o777)
+
+        assert len(msgs) == 3
+        for msg in msgs:
+            assert msg.msg.endswith("is not writeable")
+
+    def test_debug_disabled(self, settings: SettingsWrapper) -> None:
+        settings.DEBUG = False
+        assert debug_mode_check(None) == []
+
+    def test_debug_enabled(self, settings: SettingsWrapper) -> None:
+        settings.DEBUG = True
+        assert len(debug_mode_check(None)) == 1
 
 
-class TestSettingsChecksAgainstDefaults(DirectoriesMixin, TestCase):
+class TestSettingsChecksAgainstDefaults:
     def test_all_valid(self) -> None:
         """
         GIVEN:
@@ -78,104 +107,71 @@ class TestSettingsChecksAgainstDefaults(DirectoriesMixin, TestCase):
             - No system check errors reported
         """
         msgs = settings_values_check(None)
-        self.assertEqual(len(msgs), 0)
+        assert len(msgs) == 0
 
 
-class TestOcrSettingsChecks(DirectoriesMixin, TestCase):
+class TestOcrSettingsChecks:
-    @override_settings(OCR_OUTPUT_TYPE="notapdf")
+    @pytest.mark.parametrize(
-    def test_invalid_output_type(self) -> None:
+        ("setting", "value", "expected_msg"),
+        [
+            pytest.param(
+                "OCR_OUTPUT_TYPE",
+                "notapdf",
+                'OCR output type "notapdf"',
+                id="invalid-output-type",
+            ),
+            pytest.param(
+                "OCR_MODE",
+                "makeitso",
+                'OCR output mode "makeitso"',
+                id="invalid-mode",
+            ),
+            pytest.param(
+                "OCR_MODE",
+                "skip_noarchive",
+                "deprecated",
+                id="deprecated-mode",
+            ),
+            pytest.param(
+                "OCR_SKIP_ARCHIVE_FILE",
+                "invalid",
+                'OCR_SKIP_ARCHIVE_FILE setting "invalid"',
+                id="invalid-skip-archive-file",
+            ),
+            pytest.param(
+                "OCR_CLEAN",
+                "cleanme",
+                'OCR clean mode "cleanme"',
+                id="invalid-clean",
+            ),
+        ],
+    )
+    def test_invalid_setting_produces_one_error(
+        self,
+        settings: SettingsWrapper,
+        setting: str,
+        value: str,
+        expected_msg: str,
+    ) -> None:
         """
         GIVEN:
             - Default settings
-            - OCR output type is invalid
+            - One OCR setting is set to an invalid value
         WHEN:
             - Settings are validated
         THEN:
-            - system check error reported for OCR output type
+            - Exactly one system check error is reported containing the expected message
         """
+        setattr(settings, setting, value)
+
         msgs = settings_values_check(None)
-        self.assertEqual(len(msgs), 1)
 
-        msg = msgs[0]
+        assert len(msgs) == 1
-
+        assert expected_msg in msgs[0].msg
-        self.assertIn('OCR output type "notapdf"', msg.msg)
-
-    @override_settings(OCR_MODE="makeitso")
-    def test_invalid_ocr_type(self) -> None:
-        """
-        GIVEN:
-            - Default settings
-            - OCR type is invalid
-        WHEN:
-            - Settings are validated
-        THEN:
-            - system check error reported for OCR type
-        """
-        msgs = settings_values_check(None)
-        self.assertEqual(len(msgs), 1)
-
-        msg = msgs[0]
-
-        self.assertIn('OCR output mode "makeitso"', msg.msg)
-
-    @override_settings(OCR_MODE="skip_noarchive")
-    def test_deprecated_ocr_type(self) -> None:
-        """
-        GIVEN:
-            - Default settings
-            - OCR type is deprecated
-        WHEN:
-            - Settings are validated
-        THEN:
-            - deprecation warning reported for OCR type
-        """
-        msgs = settings_values_check(None)
-        self.assertEqual(len(msgs), 1)
-
-        msg = msgs[0]
-
-        self.assertIn("deprecated", msg.msg)
-
-    @override_settings(OCR_SKIP_ARCHIVE_FILE="invalid")
-    def test_invalid_ocr_skip_archive_file(self) -> None:
-        """
-        GIVEN:
-            - Default settings
-            - OCR_SKIP_ARCHIVE_FILE is invalid
-        WHEN:
-            - Settings are validated
-        THEN:
-            - system check error reported for OCR_SKIP_ARCHIVE_FILE
-        """
-        msgs = settings_values_check(None)
-        self.assertEqual(len(msgs), 1)
-
-        msg = msgs[0]
-
-        self.assertIn('OCR_SKIP_ARCHIVE_FILE setting "invalid"', msg.msg)
-
-    @override_settings(OCR_CLEAN="cleanme")
-    def test_invalid_ocr_clean(self) -> None:
-        """
-        GIVEN:
-            - Default settings
-            - OCR cleaning type is invalid
-        WHEN:
-            - Settings are validated
-        THEN:
-            - system check error reported for OCR cleaning type
-        """
-        msgs = settings_values_check(None)
-        self.assertEqual(len(msgs), 1)
-
-        msg = msgs[0]
-
-        self.assertIn('OCR clean mode "cleanme"', msg.msg)
 
 
-class TestTimezoneSettingsChecks(DirectoriesMixin, TestCase):
+class TestTimezoneSettingsChecks:
-    @override_settings(TIME_ZONE="TheMoon\\MyCrater")
+    def test_invalid_timezone(self, settings: SettingsWrapper) -> None:
-    def test_invalid_timezone(self) -> None:
         """
         GIVEN:
             - Default settings
@@ -185,17 +181,16 @@ class TestTimezoneSettingsChecks(DirectoriesMixin, TestCase):
         THEN:
             - system check error reported for timezone
         """
+        settings.TIME_ZONE = "TheMoon\\MyCrater"
+
         msgs = settings_values_check(None)
-        self.assertEqual(len(msgs), 1)
 
-        msg = msgs[0]
+        assert len(msgs) == 1
-
+        assert 'Timezone "TheMoon\\MyCrater"' in msgs[0].msg
-        self.assertIn('Timezone "TheMoon\\MyCrater"', msg.msg)
 
 
-class TestEmailCertSettingsChecks(DirectoriesMixin, FileSystemAssertsMixin, TestCase):
+class TestEmailCertSettingsChecks:
-    @override_settings(EMAIL_CERTIFICATE_FILE=Path("/tmp/not_actually_here.pem"))
+    def test_not_valid_file(self, settings: SettingsWrapper) -> None:
-    def test_not_valid_file(self) -> None:
         """
         GIVEN:
             - Default settings
@@ -205,19 +200,22 @@ class TestEmailCertSettingsChecks(DirectoriesMixin, FileSystemAssertsMixin, Test
         THEN:
             - system check error reported for email certificate
         """
-        self.assertIsNotFile("/tmp/not_actually_here.pem")
+        cert_path = Path("/tmp/not_actually_here.pem")
+        assert not cert_path.is_file()
+        settings.EMAIL_CERTIFICATE_FILE = cert_path
 
         msgs = settings_values_check(None)
 
-        self.assertEqual(len(msgs), 1)
+        assert len(msgs) == 1
-
+        assert "Email cert /tmp/not_actually_here.pem is not a file" in msgs[0].msg
-        msg = msgs[0]
-
-        self.assertIn("Email cert /tmp/not_actually_here.pem is not a file", msg.msg)
 
 
-class TestAuditLogChecks(TestCase):
+class TestAuditLogChecks:
-    def test_was_enabled_once(self) -> None:
+    def test_was_enabled_once(
+        self,
+        settings: SettingsWrapper,
+        mocker: MockerFixture,
+    ) -> None:
         """
         GIVEN:
             - Audit log is not enabled
@@ -226,23 +224,18 @@ class TestAuditLogChecks(TestCase):
         THEN:
             - system check error reported for disabling audit log
         """
-        introspect_mock = mock.MagicMock()
+        settings.AUDIT_LOG_ENABLED = False
+        introspect_mock = mocker.MagicMock()
         introspect_mock.introspection.table_names.return_value = ["auditlog_logentry"]
-        with override_settings(AUDIT_LOG_ENABLED=False):
+        mocker.patch.dict(
-            with mock.patch.dict(
+            "paperless.checks.connections",
-                "paperless.checks.connections",
+            {"default": introspect_mock},
-                {"default": introspect_mock},
+        )
-            ):
-                msgs = audit_log_check(None)
 
-                self.assertEqual(len(msgs), 1)
+        msgs = audit_log_check(None)
 
-                msg = msgs[0]
+        assert len(msgs) == 1
-
+        assert "auditlog table was found but audit log is disabled." in msgs[0].msg
-                self.assertIn(
-                    ("auditlog table was found but audit log is disabled."),
-                    msg.msg,
-                )
 
 
 DEPRECATED_VARS: dict[str, str] = {
@@ -271,20 +264,16 @@ class TestDeprecatedDbSettings:
     @pytest.mark.parametrize(
         ("env_var", "db_option_key"),
         [
-            ("PAPERLESS_DB_TIMEOUT", "timeout"),
+            pytest.param("PAPERLESS_DB_TIMEOUT", "timeout", id="db-timeout"),
-            ("PAPERLESS_DB_POOLSIZE", "pool.min_size / pool.max_size"),
+            pytest.param(
-            ("PAPERLESS_DBSSLMODE", "sslmode"),
+                "PAPERLESS_DB_POOLSIZE",
-            ("PAPERLESS_DBSSLROOTCERT", "sslrootcert"),
+                "pool.min_size / pool.max_size",
-            ("PAPERLESS_DBSSLCERT", "sslcert"),
+                id="db-poolsize",
-            ("PAPERLESS_DBSSLKEY", "sslkey"),
+            ),
-        ],
+            pytest.param("PAPERLESS_DBSSLMODE", "sslmode", id="ssl-mode"),
-        ids=[
+            pytest.param("PAPERLESS_DBSSLROOTCERT", "sslrootcert", id="ssl-rootcert"),
-            "db-timeout",
+            pytest.param("PAPERLESS_DBSSLCERT", "sslcert", id="ssl-cert"),
-            "db-poolsize",
+            pytest.param("PAPERLESS_DBSSLKEY", "sslkey", id="ssl-key"),
-            "ssl-mode",
-            "ssl-rootcert",
-            "ssl-cert",
-            "ssl-key",
         ],
     )
     def test_single_deprecated_var_produces_one_warning(
@@ -403,7 +392,10 @@ class TestV3MinimumUpgradeVersionCheck:
     """Test suite for check_v3_minimum_upgrade_version system check."""
 
     @pytest.fixture
-    def build_conn_mock(self, mocker: MockerFixture):
+    def build_conn_mock(
+        self,
+        mocker: MockerFixture,
+    ) -> Callable[[list[str], list[str]], mock.MagicMock]:
         """Factory fixture that builds a connections['default'] mock.
 
         Usage::
@@ -423,7 +415,7 @@ class TestV3MinimumUpgradeVersionCheck:
     def test_no_migrations_table_fresh_install(
         self,
         mocker: MockerFixture,
-        build_conn_mock,
+        build_conn_mock: Callable[[list[str], list[str]], mock.MagicMock],
     ) -> None:
         """
         GIVEN:
@@ -442,7 +434,7 @@ class TestV3MinimumUpgradeVersionCheck:
     def test_no_documents_migrations_fresh_install(
         self,
         mocker: MockerFixture,
-        build_conn_mock,
+        build_conn_mock: Callable[[list[str], list[str]], mock.MagicMock],
     ) -> None:
         """
         GIVEN:
@@ -461,7 +453,7 @@ class TestV3MinimumUpgradeVersionCheck:
     def test_v3_state_with_0001_squashed(
         self,
         mocker: MockerFixture,
-        build_conn_mock,
+        build_conn_mock: Callable[[list[str], list[str]], mock.MagicMock],
     ) -> None:
         """
         GIVEN:
@@ -485,7 +477,7 @@ class TestV3MinimumUpgradeVersionCheck:
     def test_v3_state_with_0002_squashed_only(
         self,
         mocker: MockerFixture,
-        build_conn_mock,
+        build_conn_mock: Callable[[list[str], list[str]], mock.MagicMock],
     ) -> None:
         """
         GIVEN:
@@ -504,7 +496,7 @@ class TestV3MinimumUpgradeVersionCheck:
     def test_v2_20_9_state_ready_to_upgrade(
         self,
         mocker: MockerFixture,
-        build_conn_mock,
+        build_conn_mock: Callable[[list[str], list[str]], mock.MagicMock],
     ) -> None:
         """
         GIVEN:
@@ -531,7 +523,7 @@ class TestV3MinimumUpgradeVersionCheck:
     def test_v2_20_8_raises_error(
         self,
         mocker: MockerFixture,
-        build_conn_mock,
+        build_conn_mock: Callable[[list[str], list[str]], mock.MagicMock],
     ) -> None:
         """
         GIVEN:
@@ -558,7 +550,7 @@ class TestV3MinimumUpgradeVersionCheck:
     def test_very_old_version_raises_error(
         self,
         mocker: MockerFixture,
-        build_conn_mock,
+        build_conn_mock: Callable[[list[str], list[str]], mock.MagicMock],
     ) -> None:
         """
         GIVEN:
@@ -585,7 +577,7 @@ class TestV3MinimumUpgradeVersionCheck:
     def test_error_hint_mentions_v2_20_9(
         self,
         mocker: MockerFixture,
-        build_conn_mock,
+        build_conn_mock: Callable[[list[str], list[str]], mock.MagicMock],
     ) -> None:
         """
         GIVEN:

src/paperless/tests/test_settings.py

@@ -1,482 +0,0 @@
-import datetime
-import os
-from unittest import TestCase
-from unittest import mock
-
-import pytest
-from celery.schedules import crontab
-
-from paperless.settings import _parse_base_paths
-from paperless.settings import _parse_beat_schedule
-from paperless.settings import _parse_dateparser_languages
-from paperless.settings import _parse_ignore_dates
-from paperless.settings import _parse_paperless_url
-from paperless.settings import _parse_redis_url
-from paperless.settings import default_threads_per_worker
-
-
-class TestIgnoreDateParsing(TestCase):
-    """
-    Tests the parsing of the PAPERLESS_IGNORE_DATES setting value
-    """
-
-    def _parse_checker(self, test_cases) -> None:
-        """
-        Helper function to check ignore date parsing
-
-        Args:
-            test_cases (_type_): _description_
-        """
-        for env_str, date_format, expected_date_set in test_cases:
-            self.assertSetEqual(
-                _parse_ignore_dates(env_str, date_format),
-                expected_date_set,
-            )
-
-    def test_no_ignore_dates_set(self) -> None:
-        """
-        GIVEN:
-            - No ignore dates are set
-        THEN:
-            - No ignore dates are parsed
-        """
-        self.assertSetEqual(_parse_ignore_dates(""), set())
-
-    def test_single_ignore_dates_set(self) -> None:
-        """
-        GIVEN:
-            - Ignore dates are set per certain inputs
-        THEN:
-            - All ignore dates are parsed
-        """
-        test_cases = [
-            ("1985-05-01", "YMD", {datetime.date(1985, 5, 1)}),
-            (
-                "1985-05-01,1991-12-05",
-                "YMD",
-                {datetime.date(1985, 5, 1), datetime.date(1991, 12, 5)},
-            ),
-            ("2010-12-13", "YMD", {datetime.date(2010, 12, 13)}),
-            ("11.01.10", "DMY", {datetime.date(2010, 1, 11)}),
-            (
-                "11.01.2001,15-06-1996",
-                "DMY",
-                {datetime.date(2001, 1, 11), datetime.date(1996, 6, 15)},
-            ),
-        ]
-
-        self._parse_checker(test_cases)
-
-
-class TestThreadCalculation(TestCase):
-    def test_workers_threads(self) -> None:
-        """
-        GIVEN:
-            - Certain CPU counts
-        WHEN:
-            - Threads per worker is calculated
-        THEN:
-            - Threads per worker less than or equal to CPU count
-            - At least 1 thread per worker
-        """
-        default_workers = 1
-
-        for i in range(1, 64):
-            with mock.patch(
-                "paperless.settings.multiprocessing.cpu_count",
-            ) as cpu_count:
-                cpu_count.return_value = i
-
-                default_threads = default_threads_per_worker(default_workers)
-
-                self.assertGreaterEqual(default_threads, 1)
-
-                self.assertLessEqual(default_workers * default_threads, i)
-
-
-class TestRedisSocketConversion(TestCase):
-    def test_redis_socket_parsing(self) -> None:
-        """
-        GIVEN:
-            - Various Redis connection URI formats
-        WHEN:
-            - The URI is parsed
-        THEN:
-            - Socket based URIs are translated
-            - Non-socket URIs are unchanged
-            - None provided uses default
-        """
-
-        for input, expected in [
-            # Nothing is set
-            (None, ("redis://localhost:6379", "redis://localhost:6379")),
-            # celery style
-            (
-                "redis+socket:///run/redis/redis.sock",
-                (
-                    "redis+socket:///run/redis/redis.sock",
-                    "unix:///run/redis/redis.sock",
-                ),
-            ),
-            # redis-py / channels-redis style
-            (
-                "unix:///run/redis/redis.sock",
-                (
-                    "redis+socket:///run/redis/redis.sock",
-                    "unix:///run/redis/redis.sock",
-                ),
-            ),
-            # celery style with db
-            (
-                "redis+socket:///run/redis/redis.sock?virtual_host=5",
-                (
-                    "redis+socket:///run/redis/redis.sock?virtual_host=5",
-                    "unix:///run/redis/redis.sock?db=5",
-                ),
-            ),
-            # redis-py / channels-redis style with db
-            (
-                "unix:///run/redis/redis.sock?db=10",
-                (
-                    "redis+socket:///run/redis/redis.sock?virtual_host=10",
-                    "unix:///run/redis/redis.sock?db=10",
-                ),
-            ),
-            # Just a host with a port
-            (
-                "redis://myredishost:6379",
-                ("redis://myredishost:6379", "redis://myredishost:6379"),
-            ),
-        ]:
-            result = _parse_redis_url(input)
-            self.assertTupleEqual(expected, result)
-
-
-class TestCeleryScheduleParsing(TestCase):
-    MAIL_EXPIRE_TIME = 9.0 * 60.0
-    CLASSIFIER_EXPIRE_TIME = 59.0 * 60.0
-    INDEX_EXPIRE_TIME = 23.0 * 60.0 * 60.0
-    SANITY_EXPIRE_TIME = ((7.0 * 24.0) - 1.0) * 60.0 * 60.0
-    EMPTY_TRASH_EXPIRE_TIME = 23.0 * 60.0 * 60.0
-    RUN_SCHEDULED_WORKFLOWS_EXPIRE_TIME = 59.0 * 60.0
-    LLM_INDEX_EXPIRE_TIME = 23.0 * 60.0 * 60.0
-    CLEANUP_EXPIRED_SHARE_BUNDLES_EXPIRE_TIME = 23.0 * 60.0 * 60.0
-
-    def test_schedule_configuration_default(self) -> None:
-        """
-        GIVEN:
-            - No configured task schedules
-        WHEN:
-            - The celery beat schedule is built
-        THEN:
-            - The default schedule is returned
-        """
-        schedule = _parse_beat_schedule()
-
-        self.assertDictEqual(
-            {
-                "Check all e-mail accounts": {
-                    "task": "paperless_mail.tasks.process_mail_accounts",
-                    "schedule": crontab(minute="*/10"),
-                    "options": {"expires": self.MAIL_EXPIRE_TIME},
-                },
-                "Train the classifier": {
-                    "task": "documents.tasks.train_classifier",
-                    "schedule": crontab(minute="5", hour="*/1"),
-                    "options": {"expires": self.CLASSIFIER_EXPIRE_TIME},
-                },
-                "Optimize the index": {
-                    "task": "documents.tasks.index_optimize",
-                    "schedule": crontab(minute=0, hour=0),
-                    "options": {"expires": self.INDEX_EXPIRE_TIME},
-                },
-                "Perform sanity check": {
-                    "task": "documents.tasks.sanity_check",
-                    "schedule": crontab(minute=30, hour=0, day_of_week="sun"),
-                    "options": {"expires": self.SANITY_EXPIRE_TIME},
-                },
-                "Empty trash": {
-                    "task": "documents.tasks.empty_trash",
-                    "schedule": crontab(minute=0, hour="1"),
-                    "options": {"expires": self.EMPTY_TRASH_EXPIRE_TIME},
-                },
-                "Check and run scheduled workflows": {
-                    "task": "documents.tasks.check_scheduled_workflows",
-                    "schedule": crontab(minute="5", hour="*/1"),
-                    "options": {"expires": self.RUN_SCHEDULED_WORKFLOWS_EXPIRE_TIME},
-                },
-                "Rebuild LLM index": {
-                    "task": "documents.tasks.llmindex_index",
-                    "schedule": crontab(minute=10, hour=2),
-                    "options": {
-                        "expires": self.LLM_INDEX_EXPIRE_TIME,
-                    },
-                },
-                "Cleanup expired share link bundles": {
-                    "task": "documents.tasks.cleanup_expired_share_link_bundles",
-                    "schedule": crontab(minute=0, hour=2),
-                    "options": {
-                        "expires": self.CLEANUP_EXPIRED_SHARE_BUNDLES_EXPIRE_TIME,
-                    },
-                },
-            },
-            schedule,
-        )
-
-    def test_schedule_configuration_changed(self) -> None:
-        """
-        GIVEN:
-            - Email task is configured non-default
-        WHEN:
-            - The celery beat schedule is built
-        THEN:
-            - The email task is configured per environment
-            - The default schedule is returned for other tasks
-        """
-        with mock.patch.dict(
-            os.environ,
-            {"PAPERLESS_EMAIL_TASK_CRON": "*/50 * * * mon"},
-        ):
-            schedule = _parse_beat_schedule()
-
-        self.assertDictEqual(
-            {
-                "Check all e-mail accounts": {
-                    "task": "paperless_mail.tasks.process_mail_accounts",
-                    "schedule": crontab(minute="*/50", day_of_week="mon"),
-                    "options": {"expires": self.MAIL_EXPIRE_TIME},
-                },
-                "Train the classifier": {
-                    "task": "documents.tasks.train_classifier",
-                    "schedule": crontab(minute="5", hour="*/1"),
-                    "options": {"expires": self.CLASSIFIER_EXPIRE_TIME},
-                },
-                "Optimize the index": {
-                    "task": "documents.tasks.index_optimize",
-                    "schedule": crontab(minute=0, hour=0),
-                    "options": {"expires": self.INDEX_EXPIRE_TIME},
-                },
-                "Perform sanity check": {
-                    "task": "documents.tasks.sanity_check",
-                    "schedule": crontab(minute=30, hour=0, day_of_week="sun"),
-                    "options": {"expires": self.SANITY_EXPIRE_TIME},
-                },
-                "Empty trash": {
-                    "task": "documents.tasks.empty_trash",
-                    "schedule": crontab(minute=0, hour="1"),
-                    "options": {"expires": self.EMPTY_TRASH_EXPIRE_TIME},
-                },
-                "Check and run scheduled workflows": {
-                    "task": "documents.tasks.check_scheduled_workflows",
-                    "schedule": crontab(minute="5", hour="*/1"),
-                    "options": {"expires": self.RUN_SCHEDULED_WORKFLOWS_EXPIRE_TIME},
-                },
-                "Rebuild LLM index": {
-                    "task": "documents.tasks.llmindex_index",
-                    "schedule": crontab(minute=10, hour=2),
-                    "options": {
-                        "expires": self.LLM_INDEX_EXPIRE_TIME,
-                    },
-                },
-                "Cleanup expired share link bundles": {
-                    "task": "documents.tasks.cleanup_expired_share_link_bundles",
-                    "schedule": crontab(minute=0, hour=2),
-                    "options": {
-                        "expires": self.CLEANUP_EXPIRED_SHARE_BUNDLES_EXPIRE_TIME,
-                    },
-                },
-            },
-            schedule,
-        )
-
-    def test_schedule_configuration_disabled(self) -> None:
-        """
-        GIVEN:
-            - Search index task is disabled
-        WHEN:
-            - The celery beat schedule is built
-        THEN:
-            - The search index task is not present
-            - The default schedule is returned for other tasks
-        """
-        with mock.patch.dict(os.environ, {"PAPERLESS_INDEX_TASK_CRON": "disable"}):
-            schedule = _parse_beat_schedule()
-
-        self.assertDictEqual(
-            {
-                "Check all e-mail accounts": {
-                    "task": "paperless_mail.tasks.process_mail_accounts",
-                    "schedule": crontab(minute="*/10"),
-                    "options": {"expires": self.MAIL_EXPIRE_TIME},
-                },
-                "Train the classifier": {
-                    "task": "documents.tasks.train_classifier",
-                    "schedule": crontab(minute="5", hour="*/1"),
-                    "options": {"expires": self.CLASSIFIER_EXPIRE_TIME},
-                },
-                "Perform sanity check": {
-                    "task": "documents.tasks.sanity_check",
-                    "schedule": crontab(minute=30, hour=0, day_of_week="sun"),
-                    "options": {"expires": self.SANITY_EXPIRE_TIME},
-                },
-                "Empty trash": {
-                    "task": "documents.tasks.empty_trash",
-                    "schedule": crontab(minute=0, hour="1"),
-                    "options": {"expires": self.EMPTY_TRASH_EXPIRE_TIME},
-                },
-                "Check and run scheduled workflows": {
-                    "task": "documents.tasks.check_scheduled_workflows",
-                    "schedule": crontab(minute="5", hour="*/1"),
-                    "options": {"expires": self.RUN_SCHEDULED_WORKFLOWS_EXPIRE_TIME},
-                },
-                "Rebuild LLM index": {
-                    "task": "documents.tasks.llmindex_index",
-                    "schedule": crontab(minute=10, hour=2),
-                    "options": {
-                        "expires": self.LLM_INDEX_EXPIRE_TIME,
-                    },
-                },
-                "Cleanup expired share link bundles": {
-                    "task": "documents.tasks.cleanup_expired_share_link_bundles",
-                    "schedule": crontab(minute=0, hour=2),
-                    "options": {
-                        "expires": self.CLEANUP_EXPIRED_SHARE_BUNDLES_EXPIRE_TIME,
-                    },
-                },
-            },
-            schedule,
-        )
-
-    def test_schedule_configuration_disabled_all(self) -> None:
-        """
-        GIVEN:
-            - All tasks are disabled
-        WHEN:
-            - The celery beat schedule is built
-        THEN:
-            - No tasks are scheduled
-        """
-        with mock.patch.dict(
-            os.environ,
-            {
-                "PAPERLESS_EMAIL_TASK_CRON": "disable",
-                "PAPERLESS_TRAIN_TASK_CRON": "disable",
-                "PAPERLESS_SANITY_TASK_CRON": "disable",
-                "PAPERLESS_INDEX_TASK_CRON": "disable",
-                "PAPERLESS_EMPTY_TRASH_TASK_CRON": "disable",
-                "PAPERLESS_WORKFLOW_SCHEDULED_TASK_CRON": "disable",
-                "PAPERLESS_LLM_INDEX_TASK_CRON": "disable",
-                "PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON": "disable",
-            },
-        ):
-            schedule = _parse_beat_schedule()
-
-        self.assertDictEqual(
-            {},
-            schedule,
-        )
-
-
-class TestPaperlessURLSettings(TestCase):
-    def test_paperless_url(self) -> None:
-        """
-        GIVEN:
-            - PAPERLESS_URL is set
-        WHEN:
-            - The URL is parsed
-        THEN:
-            - The URL is returned and present in related settings
-        """
-        with mock.patch.dict(
-            os.environ,
-            {
-                "PAPERLESS_URL": "https://example.com",
-            },
-        ):
-            url = _parse_paperless_url()
-            self.assertEqual("https://example.com", url)
-            from django.conf import settings
-
-            self.assertIn(url, settings.CSRF_TRUSTED_ORIGINS)
-            self.assertIn(url, settings.CORS_ALLOWED_ORIGINS)
-
-
-class TestPathSettings(TestCase):
-    def test_default_paths(self) -> None:
-        """
-        GIVEN:
-            - PAPERLESS_FORCE_SCRIPT_NAME is not set
-        WHEN:
-            - Settings are parsed
-        THEN:
-            - Paths are as expected
-        """
-        base_paths = _parse_base_paths()
-        self.assertEqual(None, base_paths[0])  # FORCE_SCRIPT_NAME
-        self.assertEqual("/", base_paths[1])  # BASE_URL
-        self.assertEqual("/accounts/login/", base_paths[2])  # LOGIN_URL
-        self.assertEqual("/dashboard", base_paths[3])  # LOGIN_REDIRECT_URL
-        self.assertEqual(
-            "/accounts/login/?loggedout=1",
-            base_paths[4],
-        )  # LOGOUT_REDIRECT_URL
-
-    @mock.patch("os.environ", {"PAPERLESS_FORCE_SCRIPT_NAME": "/paperless"})
-    def test_subpath(self) -> None:
-        """
-        GIVEN:
-            - PAPERLESS_FORCE_SCRIPT_NAME is set
-        WHEN:
-            - Settings are parsed
-        THEN:
-            - The path is returned and present in related settings
-        """
-        base_paths = _parse_base_paths()
-        self.assertEqual("/paperless", base_paths[0])  # FORCE_SCRIPT_NAME
-        self.assertEqual("/paperless/", base_paths[1])  # BASE_URL
-        self.assertEqual("/paperless/accounts/login/", base_paths[2])  # LOGIN_URL
-        self.assertEqual("/paperless/dashboard", base_paths[3])  # LOGIN_REDIRECT_URL
-        self.assertEqual(
-            "/paperless/accounts/login/?loggedout=1",
-            base_paths[4],
-        )  # LOGOUT_REDIRECT_URL
-
-    @mock.patch(
-        "os.environ",
-        {
-            "PAPERLESS_FORCE_SCRIPT_NAME": "/paperless",
-            "PAPERLESS_LOGOUT_REDIRECT_URL": "/foobar/",
-        },
-    )
-    def test_subpath_with_explicit_logout_url(self) -> None:
-        """
-        GIVEN:
-            - PAPERLESS_FORCE_SCRIPT_NAME is set and so is PAPERLESS_LOGOUT_REDIRECT_URL
-        WHEN:
-            - Settings are parsed
-        THEN:
-            - The correct logout redirect URL is returned
-        """
-        base_paths = _parse_base_paths()
-        self.assertEqual("/paperless/", base_paths[1])  # BASE_URL
-        self.assertEqual("/foobar/", base_paths[4])  # LOGOUT_REDIRECT_URL
-
-
-@pytest.mark.parametrize(
-    ("languages", "expected"),
-    [
-        ("de", ["de"]),
-        ("zh", ["zh"]),
-        ("fr+en", ["fr", "en"]),
-        # Locales must be supported
-        ("en-001+fr-CA", ["en-001", "fr-CA"]),
-        ("en-001+fr", ["en-001", "fr"]),
-        # Special case for Chinese: variants seem to miss some dates,
-        # so we always add "zh" as a fallback.
-        ("en+zh-Hans-HK", ["en", "zh-Hans-HK", "zh"]),
-        ("en+zh-Hans", ["en", "zh-Hans", "zh"]),
-        ("en+zh-Hans+zh-Hant", ["en", "zh-Hans", "zh-Hant", "zh"]),
-    ],
-)
-def test_parser_date_parser_languages(languages, expected) -> None:
-    assert sorted(_parse_dateparser_languages(languages)) == sorted(expected)

src/paperless/tests/test_utils.py

@@ -9,35 +9,50 @@ from paperless.utils import ocr_to_dateparser_languages
 @pytest.mark.parametrize(
     ("ocr_language", "expected"),
     [
-        # One language
+        pytest.param("eng", ["en"], id="single-language"),
-        ("eng", ["en"]),
+        pytest.param("fra+ita+lao", ["fr", "it", "lo"], id="multiple-languages"),
-        # Multiple languages
+        pytest.param("fil", ["fil"], id="no-two-letter-equivalent"),
-        ("fra+ita+lao", ["fr", "it", "lo"]),
+        pytest.param(
-        # Languages that don't have a two-letter equivalent
+            "aze_cyrl+srp_latn",
-        ("fil", ["fil"]),
+            ["az-Cyrl", "sr-Latn"],
-        # Languages with a script part supported by dateparser
+            id="script-supported-by-dateparser",
-        ("aze_cyrl+srp_latn", ["az-Cyrl", "sr-Latn"]),
+        ),
-        # Languages with a script part not supported by dateparser
+        pytest.param(
-        # In this case, default to the language without script
+            "deu_frak",
-        ("deu_frak", ["de"]),
+            ["de"],
-        # Traditional and simplified chinese don't have the same name in dateparser,
+            id="script-not-supported-falls-back-to-language",
-        # so they're converted to the general chinese language
+        ),
-        ("chi_tra+chi_sim", ["zh"]),
+        pytest.param(
-        # If a language is not supported by dateparser, fallback to the supported ones
+            "chi_tra+chi_sim",
-        ("eng+unsupported_language+por", ["en", "pt"]),
+            ["zh"],
-        # If no language is supported, fallback to default
+            id="chinese-variants-collapse-to-general",
-        ("unsupported1+unsupported2", []),
+        ),
-        # Duplicate languages, should not duplicate in result
+        pytest.param(
-        ("eng+eng", ["en"]),
+            "eng+unsupported_language+por",
-        # Language with script, but script is not mapped
+            ["en", "pt"],
-        ("ita_unknownscript", ["it"]),
+            id="unsupported-language-skipped",
+        ),
+        pytest.param(
+            "unsupported1+unsupported2",
+            [],
+            id="all-unsupported-returns-empty",
+        ),
+        pytest.param("eng+eng", ["en"], id="duplicates-deduplicated"),
+        pytest.param(
+            "ita_unknownscript",
+            ["it"],
+            id="unknown-script-falls-back-to-language",
+        ),
     ],
 )
-def test_ocr_to_dateparser_languages(ocr_language, expected):
+def test_ocr_to_dateparser_languages(ocr_language: str, expected: list[str]) -> None:
     assert sorted(ocr_to_dateparser_languages(ocr_language)) == sorted(expected)
 
 
-def test_ocr_to_dateparser_languages_exception(monkeypatch, caplog):
+def test_ocr_to_dateparser_languages_exception(
+    monkeypatch: pytest.MonkeyPatch,
+    caplog: pytest.LogCaptureFixture,
+) -> None:
     # Patch LocaleDataLoader.get_locale_map to raise an exception
     class DummyLoader:
         def get_locale_map(self, locales=None):

src/paperless/tests/test_views.py

@@ -1,24 +1,31 @@
-import tempfile
 from pathlib import Path
 
-from django.test import override_settings
+from django.test import Client
+from pytest_django.fixtures import SettingsWrapper
 
 
-def test_favicon_view(client):
+def test_favicon_view(
-    with tempfile.TemporaryDirectory() as tmpdir:
+    client: Client,
-        static_dir = Path(tmpdir)
+    tmp_path: Path,
-        favicon_path = static_dir / "paperless" / "img" / "favicon.ico"
+    settings: SettingsWrapper,
-        favicon_path.parent.mkdir(parents=True, exist_ok=True)
+) -> None:
-        favicon_path.write_bytes(b"FAKE ICON DATA")
+    favicon_path = tmp_path / "paperless" / "img" / "favicon.ico"
+    favicon_path.parent.mkdir(parents=True)
+    favicon_path.write_bytes(b"FAKE ICON DATA")
 
-        with override_settings(STATIC_ROOT=static_dir):
+    settings.STATIC_ROOT = tmp_path
-            response = client.get("/favicon.ico")
+
-            assert response.status_code == 200
+    response = client.get("/favicon.ico")
-            assert response["Content-Type"] == "image/x-icon"
+    assert response.status_code == 200
-            assert b"".join(response.streaming_content) == b"FAKE ICON DATA"
+    assert response["Content-Type"] == "image/x-icon"
+    assert b"".join(response.streaming_content) == b"FAKE ICON DATA"
 
 
-def test_favicon_view_missing_file(client):
+def test_favicon_view_missing_file(
-    with override_settings(STATIC_ROOT=Path(tempfile.mkdtemp())):
+    client: Client,
-        response = client.get("/favicon.ico")
+    tmp_path: Path,
-        assert response.status_code == 404
+    settings: SettingsWrapper,
+) -> None:
+    settings.STATIC_ROOT = tmp_path
+    response = client.get("/favicon.ico")
+    assert response.status_code == 404

src/paperless/urls.py

@@ -21,12 +21,18 @@ from documents.views import BulkEditView
 from documents.views import ChatStreamingView
 from documents.views import CorrespondentViewSet
 from documents.views import CustomFieldViewSet
+from documents.views import DeleteDocumentsView
 from documents.views import DocumentTypeViewSet
+from documents.views import EditPdfDocumentsView
 from documents.views import GlobalSearchView
 from documents.views import IndexView
 from documents.views import LogViewSet
+from documents.views import MergeDocumentsView
 from documents.views import PostDocumentView
 from documents.views import RemoteVersionView
+from documents.views import RemovePasswordDocumentsView
+from documents.views import ReprocessDocumentsView
+from documents.views import RotateDocumentsView
 from documents.views import SavedViewViewSet
 from documents.views import SearchAutoCompleteView
 from documents.views import SelectionDataView
@@ -132,6 +138,36 @@ urlpatterns = [
                                 BulkEditView.as_view(),
                                 name="bulk_edit",
                             ),
+                            re_path(
+                                "^delete/",
+                                DeleteDocumentsView.as_view(),
+                                name="delete_documents",
+                            ),
+                            re_path(
+                                "^reprocess/",
+                                ReprocessDocumentsView.as_view(),
+                                name="reprocess_documents",
+                            ),
+                            re_path(
+                                "^rotate/",
+                                RotateDocumentsView.as_view(),
+                                name="rotate_documents",
+                            ),
+                            re_path(
+                                "^merge/",
+                                MergeDocumentsView.as_view(),
+                                name="merge_documents",
+                            ),
+                            re_path(
+                                "^edit_pdf/",
+                                EditPdfDocumentsView.as_view(),
+                                name="edit_pdf_documents",
+                            ),
+                            re_path(
+                                "^remove_password/",
+                                RemovePasswordDocumentsView.as_view(),
+                                name="remove_password_documents",
+                            ),
                             re_path(
                                 "^bulk_download/",
                                 BulkDownloadView.as_view(),

src/paperless_ai/base_model.py

@@ -1,4 +1,4 @@
-from llama_index.core.bridge.pydantic import BaseModel
+from pydantic import BaseModel
 
 
 class DocumentClassifierSchema(BaseModel):

src/paperless_ai/chat.py

@@ -1,10 +1,6 @@
 import logging
 import sys
 
-from llama_index.core import VectorStoreIndex
-from llama_index.core.prompts import PromptTemplate
-from llama_index.core.query_engine import RetrieverQueryEngine
-
 from documents.models import Document
 from paperless_ai.client import AIClient
 from paperless_ai.indexing import load_or_build_index
@@ -14,15 +10,13 @@ logger = logging.getLogger("paperless_ai.chat")
 MAX_SINGLE_DOC_CONTEXT_CHARS = 15000
 SINGLE_DOC_SNIPPET_CHARS = 800
 
-CHAT_PROMPT_TMPL = PromptTemplate(
+CHAT_PROMPT_TMPL = """Context information is below.
-    template="""Context information is below.
     ---------------------
     {context_str}
     ---------------------
     Given the context information and not prior knowledge, answer the query.
     Query: {query_str}
-    Answer:""",
+    Answer:"""
-)
 
 
 def stream_chat_with_documents(query_str: str, documents: list[Document]):
@@ -43,6 +37,10 @@ def stream_chat_with_documents(query_str: str, documents: list[Document]):
         yield "Sorry, I couldn't find any content to answer your question."
         return
 
+    from llama_index.core import VectorStoreIndex
+    from llama_index.core.prompts import PromptTemplate
+    from llama_index.core.query_engine import RetrieverQueryEngine
+
     local_index = VectorStoreIndex(nodes=nodes)
     retriever = local_index.as_retriever(
         similarity_top_k=3 if len(documents) == 1 else 5,
@@ -85,7 +83,8 @@ def stream_chat_with_documents(query_str: str, documents: list[Document]):
             for node in top_nodes
         )
 
-    prompt = CHAT_PROMPT_TMPL.partial_format(
+    prompt_template = PromptTemplate(template=CHAT_PROMPT_TMPL)
+    prompt = prompt_template.partial_format(
         context_str=context,
         query_str=query_str,
     ).format(llm=client.llm)

src/paperless_ai/client.py

@@ -1,9 +1,10 @@
 import logging
+from typing import TYPE_CHECKING
 
-from llama_index.core.llms import ChatMessage
+if TYPE_CHECKING:
-from llama_index.core.program.function_program import get_function_tool
+    from llama_index.core.llms import ChatMessage
-from llama_index.llms.ollama import Ollama
+    from llama_index.llms.ollama import Ollama
-from llama_index.llms.openai import OpenAI
+    from llama_index.llms.openai import OpenAI
 
 from paperless.config import AIConfig
 from paperless_ai.base_model import DocumentClassifierSchema
@@ -20,14 +21,18 @@ class AIClient:
         self.settings = AIConfig()
         self.llm = self.get_llm()
 
-    def get_llm(self) -> Ollama | OpenAI:
+    def get_llm(self) -> "Ollama | OpenAI":
         if self.settings.llm_backend == "ollama":
+            from llama_index.llms.ollama import Ollama
+
             return Ollama(
                 model=self.settings.llm_model or "llama3.1",
                 base_url=self.settings.llm_endpoint or "http://localhost:11434",
                 request_timeout=120,
             )
         elif self.settings.llm_backend == "openai":
+            from llama_index.llms.openai import OpenAI
+
             return OpenAI(
                 model=self.settings.llm_model or "gpt-3.5-turbo",
                 api_base=self.settings.llm_endpoint or None,
@@ -43,6 +48,9 @@ class AIClient:
             self.settings.llm_model,
         )
 
+        from llama_index.core.llms import ChatMessage
+        from llama_index.core.program.function_program import get_function_tool
+
         user_msg = ChatMessage(role="user", content=prompt)
         tool = get_function_tool(DocumentClassifierSchema)
         result = self.llm.chat_with_tools(
@@ -58,7 +66,7 @@ class AIClient:
         parsed = DocumentClassifierSchema(**tool_calls[0].tool_kwargs)
         return parsed.model_dump()
 
-    def run_chat(self, messages: list[ChatMessage]) -> str:
+    def run_chat(self, messages: list["ChatMessage"]) -> str:
         logger.debug(
             "Running chat query against %s with model %s",
             self.settings.llm_backend,

src/paperless_ai/embedding.py

@@ -1,13 +1,12 @@
 import json
 from typing import TYPE_CHECKING
 
+from django.conf import settings
+
 if TYPE_CHECKING:
     from pathlib import Path
 
-from django.conf import settings
+    from llama_index.core.base.embeddings.base import BaseEmbedding
-from llama_index.core.base.embeddings.base import BaseEmbedding
-from llama_index.embeddings.huggingface import HuggingFaceEmbedding
-from llama_index.embeddings.openai import OpenAIEmbedding
 
 from documents.models import Document
 from documents.models import Note
@@ -15,17 +14,21 @@ from paperless.config import AIConfig
 from paperless.models import LLMEmbeddingBackend
 
 
-def get_embedding_model() -> BaseEmbedding:
+def get_embedding_model() -> "BaseEmbedding":
     config = AIConfig()
 
     match config.llm_embedding_backend:
         case LLMEmbeddingBackend.OPENAI:
+            from llama_index.embeddings.openai import OpenAIEmbedding
+
             return OpenAIEmbedding(
                 model=config.llm_embedding_model or "text-embedding-3-small",
                 api_key=config.llm_api_key,
                 api_base=config.llm_endpoint or None,
             )
         case LLMEmbeddingBackend.HUGGINGFACE:
+            from llama_index.embeddings.huggingface import HuggingFaceEmbedding
+
             return HuggingFaceEmbedding(
                 model_name=config.llm_embedding_model
                 or "sentence-transformers/all-MiniLM-L6-v2",

src/paperless_ai/indexing.py

@@ -4,26 +4,12 @@ from collections.abc import Callable
 from collections.abc import Iterable
 from datetime import timedelta
 from pathlib import Path
+from typing import TYPE_CHECKING
 from typing import TypeVar
 
-import faiss
-import llama_index.core.settings as llama_settings
 from celery import states
 from django.conf import settings
 from django.utils import timezone
-from llama_index.core import Document as LlamaDocument
-from llama_index.core import StorageContext
-from llama_index.core import VectorStoreIndex
-from llama_index.core import load_index_from_storage
-from llama_index.core.indices.prompt_helper import PromptHelper
-from llama_index.core.node_parser import SimpleNodeParser
-from llama_index.core.prompts import PromptTemplate
-from llama_index.core.retrievers import VectorIndexRetriever
-from llama_index.core.schema import BaseNode
-from llama_index.core.storage.docstore import SimpleDocumentStore
-from llama_index.core.storage.index_store import SimpleIndexStore
-from llama_index.core.text_splitter import TokenTextSplitter
-from llama_index.vector_stores.faiss import FaissVectorStore
 
 from documents.models import Document
 from documents.models import PaperlessTask
@@ -34,6 +20,10 @@ from paperless_ai.embedding import get_embedding_model
 _T = TypeVar("_T")
 IterWrapper = Callable[[Iterable[_T]], Iterable[_T]]
 
+if TYPE_CHECKING:
+    from llama_index.core import VectorStoreIndex
+    from llama_index.core.schema import BaseNode
+
 
 def _identity(iterable: Iterable[_T]) -> Iterable[_T]:
     return iterable
@@ -75,12 +65,23 @@ def get_or_create_storage_context(*, rebuild=False):
         settings.LLM_INDEX_DIR.mkdir(parents=True, exist_ok=True)
 
     if rebuild or not settings.LLM_INDEX_DIR.exists():
+        import faiss
+        from llama_index.core import StorageContext
+        from llama_index.core.storage.docstore import SimpleDocumentStore
+        from llama_index.core.storage.index_store import SimpleIndexStore
+        from llama_index.vector_stores.faiss import FaissVectorStore
+
         embedding_dim = get_embedding_dim()
         faiss_index = faiss.IndexFlatL2(embedding_dim)
         vector_store = FaissVectorStore(faiss_index=faiss_index)
         docstore = SimpleDocumentStore()
         index_store = SimpleIndexStore()
     else:
+        from llama_index.core import StorageContext
+        from llama_index.core.storage.docstore import SimpleDocumentStore
+        from llama_index.core.storage.index_store import SimpleIndexStore
+        from llama_index.vector_stores.faiss import FaissVectorStore
+
         vector_store = FaissVectorStore.from_persist_dir(settings.LLM_INDEX_DIR)
         docstore = SimpleDocumentStore.from_persist_dir(settings.LLM_INDEX_DIR)
         index_store = SimpleIndexStore.from_persist_dir(settings.LLM_INDEX_DIR)
@@ -93,7 +94,7 @@ def get_or_create_storage_context(*, rebuild=False):
     )
 
 
-def build_document_node(document: Document) -> list[BaseNode]:
+def build_document_node(document: Document) -> list["BaseNode"]:
     """
     Given a Document, returns parsed Nodes ready for indexing.
     """
@@ -112,6 +113,9 @@ def build_document_node(document: Document) -> list[BaseNode]:
         "added": document.added.isoformat() if document.added else None,
         "modified": document.modified.isoformat(),
     }
+    from llama_index.core import Document as LlamaDocument
+    from llama_index.core.node_parser import SimpleNodeParser
+
     doc = LlamaDocument(text=text, metadata=metadata)
     parser = SimpleNodeParser()
     return parser.get_nodes_from_documents([doc])
@@ -122,6 +126,10 @@ def load_or_build_index(nodes=None):
     Load an existing VectorStoreIndex if present,
     or build a new one using provided nodes if storage is empty.
     """
+    import llama_index.core.settings as llama_settings
+    from llama_index.core import VectorStoreIndex
+    from llama_index.core import load_index_from_storage
+
     embed_model = get_embedding_model()
     llama_settings.Settings.embed_model = embed_model
     storage_context = get_or_create_storage_context()
@@ -143,7 +151,7 @@ def load_or_build_index(nodes=None):
         )
 
 
-def remove_document_docstore_nodes(document: Document, index: VectorStoreIndex):
+def remove_document_docstore_nodes(document: Document, index: "VectorStoreIndex"):
     """
     Removes existing documents from docstore for a given document from the index.
     This is necessary because FAISS IndexFlatL2 is append-only.
@@ -174,6 +182,8 @@ def update_llm_index(
     """
     Rebuild or update the LLM index.
     """
+    from llama_index.core import VectorStoreIndex
+
     nodes = []
 
     documents = Document.objects.all()
@@ -187,6 +197,8 @@ def update_llm_index(
         (settings.LLM_INDEX_DIR / "meta.json").unlink(missing_ok=True)
         # Rebuild index from scratch
         logger.info("Rebuilding LLM index.")
+        import llama_index.core.settings as llama_settings
+
         embed_model = get_embedding_model()
         llama_settings.Settings.embed_model = embed_model
         storage_context = get_or_create_storage_context(rebuild=True)
@@ -271,6 +283,10 @@ def llm_index_remove_document(document: Document):
 
 
 def truncate_content(content: str) -> str:
+    from llama_index.core.indices.prompt_helper import PromptHelper
+    from llama_index.core.prompts import PromptTemplate
+    from llama_index.core.text_splitter import TokenTextSplitter
+
     prompt_helper = PromptHelper(
         context_window=8192,
         num_output=512,
@@ -315,6 +331,8 @@ def query_similar_documents(
         else None
     )
 
+    from llama_index.core.retrievers import VectorIndexRetriever
+
     retriever = VectorIndexRetriever(
         index=index,
         similarity_top_k=top_k,

src/paperless_ai/tests/test_ai_indexing.py

@@ -181,11 +181,11 @@ def test_load_or_build_index_builds_when_nodes_given(
 ) -> None:
     with (
         patch(
-            "paperless_ai.indexing.load_index_from_storage",
+            "llama_index.core.load_index_from_storage",
             side_effect=ValueError("Index not found"),
         ),
         patch(
-            "paperless_ai.indexing.VectorStoreIndex",
+            "llama_index.core.VectorStoreIndex",
             return_value=MagicMock(),
         ) as mock_index_cls,
         patch(
@@ -206,7 +206,7 @@ def test_load_or_build_index_raises_exception_when_no_nodes(
 ) -> None:
     with (
         patch(
-            "paperless_ai.indexing.load_index_from_storage",
+            "llama_index.core.load_index_from_storage",
             side_effect=ValueError("Index not found"),
         ),
         patch(
@@ -225,11 +225,11 @@ def test_load_or_build_index_succeeds_when_nodes_given(
 ) -> None:
     with (
         patch(
-            "paperless_ai.indexing.load_index_from_storage",
+            "llama_index.core.load_index_from_storage",
             side_effect=ValueError("Index not found"),
         ),
         patch(
-            "paperless_ai.indexing.VectorStoreIndex",
+            "llama_index.core.VectorStoreIndex",
             return_value=MagicMock(),
         ) as mock_index_cls,
         patch(
@@ -334,7 +334,7 @@ def test_query_similar_documents(
         patch(
             "paperless_ai.indexing.vector_store_file_exists",
         ) as mock_vector_store_exists,
-        patch("paperless_ai.indexing.VectorIndexRetriever") as mock_retriever_cls,
+        patch("llama_index.core.retrievers.VectorIndexRetriever") as mock_retriever_cls,
         patch("paperless_ai.indexing.Document.objects.filter") as mock_filter,
     ):
         mock_storage.return_value = MagicMock()

src/paperless_ai/tests/test_chat.py

@@ -45,7 +45,7 @@ def test_stream_chat_with_one_document_full_content(mock_document) -> None:
         patch("paperless_ai.chat.AIClient") as mock_client_cls,
         patch("paperless_ai.chat.load_or_build_index") as mock_load_index,
         patch(
-            "paperless_ai.chat.RetrieverQueryEngine.from_args",
+            "llama_index.core.query_engine.RetrieverQueryEngine.from_args",
         ) as mock_query_engine_cls,
     ):
         mock_client = MagicMock()
@@ -76,7 +76,7 @@ def test_stream_chat_with_multiple_documents_retrieval(patch_embed_nodes) -> Non
         patch("paperless_ai.chat.AIClient") as mock_client_cls,
         patch("paperless_ai.chat.load_or_build_index") as mock_load_index,
         patch(
-            "paperless_ai.chat.RetrieverQueryEngine.from_args",
+            "llama_index.core.query_engine.RetrieverQueryEngine.from_args",
         ) as mock_query_engine_cls,
         patch.object(VectorStoreIndex, "as_retriever") as mock_as_retriever,
     ):

src/paperless_ai/tests/test_client.py

@@ -18,13 +18,13 @@ def mock_ai_config():
 
 @pytest.fixture
 def mock_ollama_llm():
-    with patch("paperless_ai.client.Ollama") as MockOllama:
+    with patch("llama_index.llms.ollama.Ollama") as MockOllama:
         yield MockOllama
 
 
 @pytest.fixture
 def mock_openai_llm():
-    with patch("paperless_ai.client.OpenAI") as MockOpenAI:
+    with patch("llama_index.llms.openai.OpenAI") as MockOpenAI:
         yield MockOpenAI
 
 

src/paperless_ai/tests/test_embedding.py

@@ -67,7 +67,7 @@ def test_get_embedding_model_openai(mock_ai_config):
     mock_ai_config.return_value.llm_api_key = "test_api_key"
     mock_ai_config.return_value.llm_endpoint = "http://test-url"
 
-    with patch("paperless_ai.embedding.OpenAIEmbedding") as MockOpenAIEmbedding:
+    with patch("llama_index.embeddings.openai.OpenAIEmbedding") as MockOpenAIEmbedding:
         model = get_embedding_model()
         MockOpenAIEmbedding.assert_called_once_with(
             model="text-embedding-3-small",
@@ -84,7 +84,7 @@ def test_get_embedding_model_huggingface(mock_ai_config):
     )
 
     with patch(
-        "paperless_ai.embedding.HuggingFaceEmbedding",
+        "llama_index.embeddings.huggingface.HuggingFaceEmbedding",
     ) as MockHuggingFaceEmbedding:
         model = get_embedding_model()
         MockHuggingFaceEmbedding.assert_called_once_with(

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