Mark document email action as deprecated

docker/compose/docker-compose.portainer.yml

@@ -56,6 +56,7 @@ services:
     environment:
       PAPERLESS_REDIS: redis://broker:6379
       PAPERLESS_DBHOST: db
+      PAPERLESS_DBENGINE: postgres
     env_file:
       - stack.env
 volumes:

docker/compose/docker-compose.postgres-tika.yml

@@ -62,6 +62,7 @@ services:
     environment:
       PAPERLESS_REDIS: redis://broker:6379
       PAPERLESS_DBHOST: db
+      PAPERLESS_DBENGINE: postgresql
       PAPERLESS_TIKA_ENABLED: 1
       PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998

docker/compose/docker-compose.postgres.yml

@@ -56,6 +56,7 @@ services:
     environment:
       PAPERLESS_REDIS: redis://broker:6379
       PAPERLESS_DBHOST: db
+      PAPERLESS_DBENGINE: postgresql
 volumes:
   data:
   media:

docker/compose/docker-compose.sqlite-tika.yml

@@ -51,6 +51,7 @@ services:
     env_file: docker-compose.env
     environment:
       PAPERLESS_REDIS: redis://broker:6379
+      PAPERLESS_DBENGINE: sqlite
       PAPERLESS_TIKA_ENABLED: 1
       PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998

docker/compose/docker-compose.sqlite.yml

@@ -42,6 +42,7 @@ services:
     env_file: docker-compose.env
     environment:
       PAPERLESS_REDIS: redis://broker:6379
+      PAPERLESS_DBENGINE: sqlite
 volumes:
   data:
   media:

docker/rootfs/etc/s6-overlay/s6-rc.d/init-migrations/run

@@ -10,8 +10,12 @@ cd "${PAPERLESS_SRC_DIR}"
 
 # The whole migrate, with flock, needs to run as the right user
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
+	exec s6-setlock -n "${data_dir}/migration_lock" python3 manage.py check --tag compatibility paperless
 	exec s6-setlock -n "${data_dir}/migration_lock" python3 manage.py migrate --skip-checks --no-input
 else
+	exec s6-setuidgid paperless \
+		s6-setlock -n "${data_dir}/migration_lock" \
+		python3 manage.py check --tag compatibility paperless
 	exec s6-setuidgid paperless \
 		s6-setlock -n "${data_dir}/migration_lock" \
 		python3 manage.py migrate --skip-checks --no-input

pyproject.toml

@@ -45,7 +45,7 @@ dependencies = [
   "drf-spectacular-sidecar~=2026.1.1",
   "drf-writable-nested~=0.7.1",
   "faiss-cpu>=1.10",
-  "filelock~=3.24.3",
+  "filelock~=3.20.3",
   "flower~=2.0.1",
   "gotenberg-client~=0.13.1",
   "httpx-oauth~=0.16",

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

@@ -1,3 +1,4 @@
+import { DatePipe } from '@angular/common'
 import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 import {
   HttpTestingController,
@@ -138,6 +139,7 @@ describe('BulkEditorComponent', () => {
           },
         },
         FilterPipe,
+        DatePipe,
         SettingsService,
         {
           provide: UserService,

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/migrations/0003_remove_document_storage_type.py

@@ -5,7 +5,7 @@ from django.db import migrations
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0003_workflowaction_order"),
+        ("documents", "0002_squashed"),
     ]
 
     operations = [

src/documents/migrations/0003_workflowaction_order.py

@@ -1,18 +0,0 @@
-# Generated by Django 5.2.9 on 2026-01-20 20:06
-
-from django.db import migrations
-from django.db import models
-
-
-class Migration(migrations.Migration):
-    dependencies = [
-        ("documents", "0002_squashed"),
-    ]
-
-    operations = [
-        migrations.AddField(
-            model_name="workflowaction",
-            name="order",
-            field=models.PositiveIntegerField(default=0, verbose_name="order"),
-        ),
-    ]

src/documents/migrations/0004_workflowtrigger_filter_has_any_correspondents_and_more.py

@@ -6,7 +6,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0004_remove_document_storage_type"),
+        ("documents", "0003_remove_document_storage_type"),
     ]
 
     operations = [

src/documents/migrations/0005_alter_document_checksum_unique.py

@@ -6,7 +6,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0005_workflowtrigger_filter_has_any_correspondents_and_more"),
+        ("documents", "0004_workflowtrigger_filter_has_any_correspondents_and_more"),
     ]
 
     operations = [

src/documents/migrations/0006_document_content_length.py

@@ -7,7 +7,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0006_alter_document_checksum_unique"),
+        ("documents", "0005_alter_document_checksum_unique"),
     ]
 
     operations = [

src/documents/migrations/0007_sharelinkbundle.py

@@ -46,7 +46,7 @@ def revoke_share_link_bundle_permissions(apps, schema_editor):
 class Migration(migrations.Migration):
     dependencies = [
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),
-        ("documents", "0007_document_content_length"),
+        ("documents", "0006_document_content_length"),
     ]
 
     operations = [

src/documents/migrations/0008_workflowaction_passwords_alter_workflowaction_type.py

@@ -6,7 +6,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0008_sharelinkbundle"),
+        ("documents", "0007_sharelinkbundle"),
     ]
 
     operations = [

src/documents/migrations/0009_alter_document_content_length.py

@@ -7,7 +7,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0009_workflowaction_passwords_alter_workflowaction_type"),
+        ("documents", "0008_workflowaction_passwords_alter_workflowaction_type"),
     ]
 
     operations = [

src/documents/migrations/0010_optimize_integer_field_sizes.py

@@ -7,7 +7,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0010_alter_document_content_length"),
+        ("documents", "0009_alter_document_content_length"),
     ]
 
     operations = [

src/documents/migrations/0011_alter_workflowaction_type.py

@@ -6,7 +6,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0011_optimize_integer_field_sizes"),
+        ("documents", "0010_optimize_integer_field_sizes"),
     ]
 
     operations = [

src/documents/migrations/0012_document_root_document.py

@@ -7,7 +7,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0012_alter_workflowaction_type"),
+        ("documents", "0011_alter_workflowaction_type"),
     ]
 
     operations = [

src/documents/migrations/0013_alter_paperlesstask_task_name.py

@@ -6,7 +6,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0013_document_root_document"),
+        ("documents", "0012_document_root_document"),
     ]
 
     operations = [

src/documents/migrations/0014_savedview_visibility_to_ui_settings.py

@@ -124,7 +124,7 @@ def _restore_visibility_fields(apps, schema_editor):
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0014_alter_paperlesstask_task_name"),
+        ("documents", "0013_alter_paperlesstask_task_name"),
     ]
 
     operations = [

src/documents/migrations/0015_document_version_index_and_more.py

@@ -7,7 +7,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "0015_savedview_visibility_to_ui_settings"),
+        ("documents", "0014_savedview_visibility_to_ui_settings"),
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),
     ]
 

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:
-            return self.content
+        effective_content = self.get_effective_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/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_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/tests/test_migration_saved_view_visibility.py

@@ -6,8 +6,8 @@ SIDEBAR_VIEWS_VISIBLE_IDS_KEY = "sidebar_views_visible_ids"
 
 
 class TestMigrateSavedViewVisibilityToUiSettings(TestMigrations):
-    migrate_from = "0013_document_root_document"
-    migrate_to = "0015_savedview_visibility_to_ui_settings"
+    migrate_from = "0013_alter_paperlesstask_task_name"
+    migrate_to = "0014_savedview_visibility_to_ui_settings"
 
     def setUpBeforeMigration(self, apps) -> None:
         User = apps.get_model("auth", "User")
@@ -132,8 +132,8 @@ class TestMigrateSavedViewVisibilityToUiSettings(TestMigrations):
 
 
 class TestReverseMigrateSavedViewVisibilityFromUiSettings(TestMigrations):
-    migrate_from = "0015_savedview_visibility_to_ui_settings"
-    migrate_to = "0014_alter_paperlesstask_task_name"
+    migrate_from = "0014_savedview_visibility_to_ui_settings"
+    migrate_to = "0013_alter_paperlesstask_task_name"
 
     def setUpBeforeMigration(self, apps) -> None:
         User = apps.get_model("auth", "User")

src/documents/tests/test_migration_share_link_bundle.py

@@ -2,8 +2,8 @@ from documents.tests.utils import TestMigrations
 
 
 class TestMigrateShareLinkBundlePermissions(TestMigrations):
-    migrate_from = "0007_document_content_length"
-    migrate_to = "0008_sharelinkbundle"
+    migrate_from = "0006_document_content_length"
+    migrate_to = "0007_sharelinkbundle"
 
     def setUpBeforeMigration(self, apps) -> None:
         User = apps.get_model("auth", "User")
@@ -24,8 +24,8 @@ class TestMigrateShareLinkBundlePermissions(TestMigrations):
 
 
 class TestReverseMigrateShareLinkBundlePermissions(TestMigrations):
-    migrate_from = "0008_sharelinkbundle"
-    migrate_to = "0007_document_content_length"
+    migrate_from = "0007_sharelinkbundle"
+    migrate_to = "0006_document_content_length"
 
     def setUpBeforeMigration(self, apps) -> None:
         User = apps.get_model("auth", "User")

src/documents/views.py

@@ -1528,13 +1528,17 @@ class DocumentViewSet(
 
         return Response(sorted(entries, key=lambda x: x["timestamp"], reverse=True))
 
+    @extend_schema(
+        operation_id="documents_email_document",
+        deprecated=True,
+    )
     @action(
         methods=["post"],
         detail=True,
         url_path="email",
         permission_classes=[IsAuthenticated, ViewDocumentsPermissions],
     )
-    # TODO: deprecated as of 2.19, remove in future release
+    # TODO: deprecated, remove with drop of support for API v9
     def email_document(self, request, pk=None):
         request_data = request.data.copy()
         request_data.setlist("documents", [pk])

src/paperless/checks.py

@@ -7,6 +7,7 @@ from pathlib import Path
 
 from django.conf import settings
 from django.core.checks import Error
+from django.core.checks import Tags
 from django.core.checks import Warning
 from django.core.checks import register
 from django.db import connections
@@ -204,15 +205,16 @@ def audit_log_check(app_configs, **kwargs):
     return result
 
 
-@register()
+@register(Tags.compatibility)
 def check_v3_minimum_upgrade_version(
     app_configs: object,
     **kwargs: object,
 ) -> list[Error]:
-    """Enforce that upgrades to v3 must start from v2.20.9.
+    """
+    Enforce that upgrades to v3 must start from v2.20.10.
 
     v3 squashes all prior migrations into 0001_squashed and 0002_squashed.
-    If a user skips v2.20.9, the data migration in 1075_workflowaction_order
+    If a user skips v2.20.10, the data migration in 1075_workflowaction_order
     never runs and the squash may apply schema changes against an incomplete
     database state.
     """
@@ -239,7 +241,7 @@ def check_v3_minimum_upgrade_version(
         if {"0001_squashed", "0002_squashed"} & applied:
             return []
 
-        # On v2.20.9 exactly — squash will pick up cleanly from here
+        # On v2.20.10 exactly — squash will pick up cleanly from here
         if "1075_workflowaction_order" in applied:
             return []
 
@@ -250,8 +252,8 @@ def check_v3_minimum_upgrade_version(
         Error(
             "Cannot upgrade to Paperless-ngx v3 from this version.",
             hint=(
-                "Upgrading to v3 can only be performed from v2.20.9."
-                "Please upgrade to v2.20.9, run migrations, then upgrade to v3."
+                "Upgrading to v3 can only be performed from v2.20.10."
+                "Please upgrade to v2.20.10, run migrations, then upgrade to v3."
                 "See https://docs.paperless-ngx.com/setup/#upgrading for details."
             ),
             id="paperless.E002",

src/paperless/settings/custom.py

@@ -209,7 +209,6 @@ def parse_db_settings(data_dir: Path) -> dict[str, dict[str, Any]]:
         engine = get_choice_from_env(
             "PAPERLESS_DBENGINE",
             {"sqlite", "postgresql", "mariadb"},
-            default="sqlite",
         )
     except ValueError:
         # MariaDB users already had to set PAPERLESS_DBENGINE, so it was picked up above

src/paperless/tests/test_checks.py

@@ -581,11 +581,11 @@ class TestV3MinimumUpgradeVersionCheck:
     ) -> None:
         """
         GIVEN:
-            - DB is on an old v2 version (pre-v2.20.9)
+            - DB is on an old v2 version (pre-v2.20.10)
         WHEN:
             - The v3 upgrade check runs
         THEN:
-            - The error hint explicitly references v2.20.9 so users know what to do
+            - The error hint explicitly references v2.20.10 so users know what to do
         """
         mocker.patch.dict(
             "paperless.checks.connections",
@@ -593,7 +593,7 @@ class TestV3MinimumUpgradeVersionCheck:
         )
         result = check_v3_minimum_upgrade_version(None)
         assert len(result) == 1
-        assert "v2.20.9" in result[0].hint
+        assert "v2.20.10" in result[0].hint
 
     def test_db_error_is_swallowed(self, mocker: MockerFixture) -> None:
         """

uv.lock

@@ -1251,11 +1251,11 @@ wheels = [
 
 [[package]]
 name = "filelock"
-version = "3.24.3"
+version = "3.20.3"
 source = { registry = "https://pypi.org/simple" }
-sdist = { url = "https://files.pythonhosted.org/packages/73/92/a8e2479937ff39185d20dd6a851c1a63e55849e447a55e798cc2e1f49c65/filelock-3.24.3.tar.gz", hash = "sha256:011a5644dc937c22699943ebbfc46e969cdde3e171470a6e40b9533e5a72affa", size = 37935, upload-time = "2026-02-19T00:48:20.543Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/1d/65/ce7f1b70157833bf3cb851b556a37d4547ceafc158aa9b34b36782f23696/filelock-3.20.3.tar.gz", hash = "sha256:18c57ee915c7ec61cff0ecf7f0f869936c7c30191bb0cf406f1341778d0834e1", size = 19485, upload-time = "2026-01-09T17:55:05.421Z" }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/9c/0f/5d0c71a1aefeb08efff26272149e07ab922b64f46c63363756224bd6872e/filelock-3.24.3-py3-none-any.whl", hash = "sha256:426e9a4660391f7f8a810d71b0555bce9008b0a1cc342ab1f6947d37639e002d", size = 24331, upload-time = "2026-02-19T00:48:18.465Z" },
+    { url = "https://files.pythonhosted.org/packages/b5/36/7fb70f04bf00bc646cd5bb45aa9eddb15e19437a28b8fb2b4a5249fac770/filelock-3.20.3-py3-none-any.whl", hash = "sha256:4b0dda527ee31078689fc205ec4f1c1bf7d56cf88b6dc9426c4f230e46c2dce1", size = 16701, upload-time = "2026-01-09T17:55:04.334Z" },
 ]
 
 [[package]]
@@ -2961,7 +2961,7 @@ requires-dist = [
     { name = "drf-spectacular-sidecar", specifier = "~=2026.1.1" },
     { name = "drf-writable-nested", specifier = "~=0.7.1" },
     { name = "faiss-cpu", specifier = ">=1.10" },
-    { name = "filelock", specifier = "~=3.24.3" },
+    { name = "filelock", specifier = "~=3.20.3" },
     { name = "flower", specifier = "~=2.0.1" },
     { name = "gotenberg-client", specifier = "~=0.13.1" },
     { name = "granian", extras = ["uvloop"], marker = "extra == 'webserver'", specifier = "~=2.7.0" },