Grr, didnt commit this

docs/api.md

@@ -162,6 +162,17 @@ including `gt` (>), `gte` (>=), `lt` (<), `lte` (<=), and `range`.
 Lastly, document link fields support a `contains` operator that behaves
 like a "is superset of" check.
 
+Date fields also accept relative expressions supported by
+[dateparser](https://dateparser.readthedocs.io/en/stable/), such as `today`,
+`in 30 days`, or `1 month ago`. For example, dates within the next 30 days:
+
+```json
+["expiry", "range", ["today", "in 30 days"]]
+```
+
+Expressions resolve each time the query runs, using `PAPERLESS_TIME_ZONE` and
+`PAPERLESS_DATE_PARSER_LANGUAGES` (automatic language detection when unset).
+
 ### `/api/search/autocomplete/`
 
 Get auto completions for a partial search term.

docs/usage.md

@@ -726,7 +726,6 @@ applied. You can use the following placeholders in the template with any trigger
 - `{{added_time}}`: added time in HH:MM format
 - `{{original_filename}}`: original file name without extension
 - `{{filename}}`: current file name without extension (for "added" workflows this may not be final yet, you can use `{{original_filename}}`)
-- `{{custom_fields}}`: Custom field names mapped to their type and value, as in [file name templates](advanced_usage.md#additional-variables). For example, `{{ custom_fields.Invoice.value }}` or `{{ custom_fields | get_cf_value("Invoice", "") }}` for a fallback when the field is missing. In title assignments, fields assigned by the same action are available.
 - `{{doc_title}}`: current document title (cannot be used in title assignment)
 
 The following placeholders are only available for "added" or "updated" triggers

src-ui/src/app/components/admin/tasks/tasks.component.spec.ts

@@ -19,6 +19,7 @@ import {
   PaperlessTaskTriggerSource,
   PaperlessTaskType,
 } from 'src/app/data/paperless-task'
+import { Results } from 'src/app/data/results'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { PermissionsGuard } from 'src/app/guards/permissions.guard'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
@@ -152,6 +153,11 @@ const tasks: PaperlessTask[] = [
   },
 ]
 
+const paginatedTasks: Results<PaperlessTask> = {
+  count: tasks.length,
+  results: tasks,
+}
+
 const sectionCountResponse = {
   all: 7,
   needs_attention: 2,
@@ -198,7 +204,7 @@ describe('TasksComponent', () => {
     }).compileComponents()
 
     tasksService = TestBed.inject(TasksService)
-    reloadSpy = jest.spyOn(tasksService, 'reload').mockImplementation(() => {})
+    reloadSpy = jest.spyOn(tasksService, 'reload')
     httpTestingController = TestBed.inject(HttpTestingController)
     modalService = TestBed.inject(NgbModal)
     router = TestBed.inject(Router)
@@ -208,6 +214,15 @@ describe('TasksComponent', () => {
     jest.useFakeTimers()
     fixture.detectChanges()
 
+    httpTestingController
+      .expectOne(
+        (req) =>
+          req.url === `${environment.apiBaseUrl}tasks/` &&
+          req.params.get('acknowledged') === 'false' &&
+          req.params.get('page_size') === '1000'
+      )
+      .flush(paginatedTasks)
+
     httpTestingController
       .expectOne(
         (req) =>

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

@@ -344,11 +344,11 @@
                 ngbPopover="Tasks" i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="me-2" name="list-task"></i-bs><span class="nav-link-label"><ng-container i18n>Tasks</ng-container></span>
-                @if (tasksService.needsAttentionTasksCount > 0 && !slimSidebarEnabled) {
-                  <span class="badge bg-danger ms-2 d-inline flex-shrink-0">{{tasksService.needsAttentionTasksCount}}</span>
+                @if (tasksService.needsAttentionTasks.length > 0 && !slimSidebarEnabled) {
+                  <span class="badge bg-danger ms-2 d-inline flex-shrink-0">{{tasksService.needsAttentionTasks.length}}</span>
                 }
-                @if (tasksService.needsAttentionTasksCount > 0 && slimSidebarEnabled) {
-                  <span class="badge bg-danger position-absolute top-0 end-0 d-none d-md-block">{{tasksService.needsAttentionTasksCount}}</span>
+                @if (tasksService.needsAttentionTasks.length > 0 && slimSidebarEnabled) {
+                  <span class="badge bg-danger position-absolute top-0 end-0 d-none d-md-block">{{tasksService.needsAttentionTasks.length}}</span>
                 }
               </a>
             </li>

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

@@ -588,8 +588,8 @@ describe('AppFrameComponent', () => {
 
   it('should show tasks badge for needs-attention tasks', () => {
     jest
-      .spyOn(tasksService, 'needsAttentionTasksCount', 'get')
-      .mockReturnValue(2)
+      .spyOn(tasksService, 'needsAttentionTasks', 'get')
+      .mockReturnValue([{} as any, {} as any])
 
     fixture.detectChanges()
 

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

@@ -33,21 +33,54 @@
 
 <ng-template #comparisonValueTemplate let-atom="atom">
   @if (getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Date) {
-    <input class="form-control" placeholder="yyyy-mm-dd"
-      [(ngModel)]="atom.value"
-      [ngModelOptions]="{standalone: true}"
-      ngbDatepicker
-      #d="ngbDatepicker"
-      [footerTemplate]="datePickerFooterTemplate" />
-    <button class="btn btn-sm btn-outline-secondary rounded-end" (click)="d.toggle()" type="button" aria-label="Open date picker" i18n-aria-label>
-      <i-bs name="calendar-event"></i-bs>
-    </button>
-    <ng-template #datePickerFooterTemplate>
-      <div class="btn-group-xs border-top p-2 d-flex">
-        <button type="button" class="btn btn-primary" (click)="atom.value = today; d.close()" i18n>Today</button>
-        <button type="button" class="btn btn-secondary ms-auto" (click)="d.close()" i18n>Close</button>
+    @let relativeDate = getRelativeDate(atom);
+    <div class="d-flex gap-2 w-100 ms-0 mt-1">
+      <fieldset class="btn-group btn-group-sm flex-shrink-0 date-mode" aria-label="Date mode" i18n-aria-label>
+        <input type="radio" class="btn-check" [id]="atom.id + '_fixed'" [name]="atom.id + '_dateMode'" [checked]="!relativeDate" (change)="toggleRelativeDate(atom)" [disabled]="disabled" aria-label="Fixed date" i18n-aria-label>
+        <label class="btn btn-outline-secondary text-nowrap" [for]="atom.id + '_fixed'" title="Fixed date" i18n-title>
+          <i-bs name="calendar"></i-bs><span class="d-none d-md-inline ms-2" i18n>Fixed</span>
+        </label>
+        <input type="radio" class="btn-check" [id]="atom.id + '_relative'" [name]="atom.id + '_dateMode'" [checked]="!!relativeDate" (change)="toggleRelativeDate(atom)" [disabled]="disabled" aria-label="Relative date" i18n-aria-label>
+        <label class="btn btn-outline-secondary text-nowrap" [for]="atom.id + '_relative'" title="Relative date" i18n-title>
+          <i-bs name="clock-history"></i-bs><span class="d-none d-md-inline ms-2" i18n>Relative</span>
+        </label>
+      </fieldset>
+      <div class="input-group input-group-sm flex-grow-1">
+        @if (relativeDate) {
+          @if (relativeDate.unit.includes('{n}')) {
+            <input class="form-control w-25 flex-grow-0" type="number" min="0" aria-label="Amount" i18n-aria-label
+              [ngModel]="relativeDate.amount"
+              (ngModelChange)="updateRelativeDate(atom, { amount: $event })"
+              [ngModelOptions]="{standalone: true}" />
+          }
+          <label class="visually-hidden" [for]="atom.id + '_unit'" i18n>Unit</label>
+          <select class="form-select" [id]="atom.id + '_unit'"
+            [ngModel]="relativeDate.unit"
+            (ngModelChange)="updateRelativeDate(atom, { unit: $event })"
+            [ngModelOptions]="{standalone: true}">
+            @for (unit of relativeDateUnits; track unit.id) {
+              <option [ngValue]="unit.id">{{unit.label}}</option>
+            }
+          </select>
+        } @else {
+          <input class="form-control" placeholder="yyyy-mm-dd"
+            [(ngModel)]="atom.value"
+            [ngModelOptions]="{standalone: true}"
+            ngbDatepicker
+            #d="ngbDatepicker"
+            [footerTemplate]="datePickerFooterTemplate" />
+          <button class="btn btn-sm btn-outline-secondary" (click)="d.toggle()" type="button" aria-label="Open date picker" i18n-aria-label>
+            <i-bs name="calendar-event"></i-bs>
+          </button>
+          <ng-template #datePickerFooterTemplate>
+            <div class="btn-group-xs border-top p-2 d-flex">
+              <button type="button" class="btn btn-primary" (click)="atom.value = today; d.close()" i18n>Today</button>
+              <button type="button" class="btn btn-secondary ms-auto" (click)="d.close()" i18n>Close</button>
+            </div>
+          </ng-template>
+        }
       </div>
-    </ng-template>
+    </div>
   } @else if (getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Float || getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Integer) {
     <input class="w-25 form-control rounded-end" type="number" [(ngModel)]="atom.value" [ngModelOptions]="{standalone: true}" [disabled]="disabled">
   } @else if (getCustomFieldByID(atom.field)?.data_type === CustomFieldDataType.Boolean) {
@@ -83,6 +116,7 @@
 </ng-template>
 
 <ng-template #queryAtom let-atom="atom">
+  <label class="visually-hidden" [for]="atom.id + '_operator'" i18n>Operator</label>
   <div class="input-group input-group-sm">
     <ng-select #fieldSelects
       class="paperless-input-select"
@@ -96,7 +130,7 @@
       [appendTo]="selectAppendTo"
       (mousedown)="$event.stopImmediatePropagation()"
     ></ng-select>
-    <select class="w-25 form-select" [(ngModel)]="atom.operator" [ngModelOptions]="{standalone: true}" [disabled]="disabled">
+    <select class="w-25 form-select" [id]="atom.id + '_operator'" [class.rounded-end]="hasDateValueRow(atom)" [(ngModel)]="atom.operator" [ngModelOptions]="{standalone: true}" [disabled]="disabled">
       @for (operator of getOperatorsForField(atom.field); track operator.label) {
         <option [ngValue]="operator.value">{{operator.label}}</option>
       }
@@ -151,10 +185,10 @@
         <input class="w-25 form-control rounded-end" type="text" [(ngModel)]="atom.value" [ngModelOptions]="{standalone: true}" [disabled]="disabled">
       }
     }
-    <button class="btn btn-link btn-sm text-danger pe-0" type="button" (click)="removeElement(atom)" [disabled]="disabled" aria-label="Remove query" i18n-aria-label>
-      <i-bs name="x-circle"></i-bs>
-    </button>
   </div>
+  <button class="btn btn-link btn-sm text-danger pe-0 align-self-center" type="button" (click)="removeElement(atom)" [disabled]="disabled" aria-label="Remove query" i18n-aria-label>
+    <i-bs name="x-circle"></i-bs>
+  </button>
 </ng-template>
 
 <ng-template #queryExpression let-expression="expression">

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

@@ -5,6 +5,11 @@
   }
 }
 
+:host {
+  --ng-select-border-radius: var(--bs-border-radius);
+  --ng-select-height: calc(1.5em + 0.5rem + calc(var(--bs-border-width) * 2));
+}
+
 :host ::ng-deep .ng-select-container {
   border-top-right-radius: 0 !important;
   border-bottom-right-radius: 0 !important;
@@ -41,3 +46,13 @@
     min-width: 140px;
   }
 }
+
+.date-mode .btn {
+  --bs-btn-color: var(--bs-secondary-color);
+  --bs-btn-hover-bg: transparent;
+  --bs-btn-hover-color: var(--bs-body-color);
+  --bs-btn-hover-border-color: var(--bs-border-color);
+  --bs-btn-active-bg: transparent;
+  --bs-btn-active-color: var(--bs-primary);
+  --bs-btn-active-border-color: var(--bs-border-color);
+}

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

@@ -3,7 +3,7 @@ import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { LOCALE_ID } from '@angular/core'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
-import { NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
+import { NgbDateAdapter, NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgSelectModule } from '@ng-select/ng-select'
 import { allIcons, NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { of } from 'rxjs'
@@ -11,6 +11,7 @@ import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
 import {
   CUSTOM_FIELD_QUERY_OPERATORS_BY_GROUP,
   CustomFieldQueryLogicalOperator,
+  CustomFieldQueryOperator,
   CustomFieldQueryOperatorGroups,
 } from 'src/app/data/custom-field-query'
 import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
@@ -19,6 +20,7 @@ import {
   CustomFieldQueryElement,
   CustomFieldQueryExpression,
 } from 'src/app/utils/custom-field-query-element'
+import { ISODateAdapter } from 'src/app/utils/ngb-iso-date-adapter'
 import {
   CustomFieldQueriesModel,
   CustomFieldsQueryDropdownComponent,
@@ -48,6 +50,12 @@ const customFields = [
     data_type: CustomFieldDataType.Monetary,
     extra_data: { default_currency: 'EUR' },
   },
+  {
+    id: 4,
+    name: 'Test Date Field',
+    data_type: CustomFieldDataType.Date,
+    extra_data: {},
+  },
 ]
 
 describe('CustomFieldsQueryDropdownComponent', () => {
@@ -69,6 +77,7 @@ describe('CustomFieldsQueryDropdownComponent', () => {
         provideHttpClient(withInterceptorsFromDi()),
         provideHttpClientTesting(),
         { provide: LOCALE_ID, useValue: 'de' },
+        { provide: NgbDateAdapter, useClass: ISODateAdapter },
       ],
     }).compileComponents()
 
@@ -237,6 +246,74 @@ describe('CustomFieldsQueryDropdownComponent', () => {
     expect(component.selectionModel.queries.length).toBe(1)
   })
 
+  it('should build relative date values from amount and unit', async () => {
+    component.useDropdown = false
+    const atom = new CustomFieldQueryAtom([
+      4,
+      CustomFieldQueryOperator.GreaterThanOrEqual,
+      '2026-10-22',
+    ])
+    component.selectionModel.addAtom(atom)
+    fixture.detectChanges()
+    await fixture.whenStable()
+    const query = (selector: string) =>
+      fixture.nativeElement.querySelector(selector)
+    expect(query('[ngbDatepicker]')).not.toBeNull()
+    expect(query('input[id$="_fixed"]').checked).toBe(true)
+
+    query('input[id$="_relative"]').click()
+    fixture.detectChanges()
+    await fixture.whenStable()
+    expect(atom.value).toBeNull()
+    const amount: HTMLInputElement = query('input[aria-label="Amount"]')
+    const unit: HTMLSelectElement = query('select[id$="_unit"]')
+    amount.value = '30'
+    amount.dispatchEvent(new Event('input'))
+    expect(atom.serialize()).toEqual([4, 'gte', '30 days ago'])
+    unit.selectedIndex = 6
+    unit.dispatchEvent(new Event('change'))
+    expect(atom.serialize()).toEqual([4, 'gte', 'in 30 weeks'])
+    unit.selectedIndex = 0
+    unit.dispatchEvent(new Event('change'))
+    fixture.detectChanges()
+    expect(atom.serialize()).toEqual([4, 'gte', 'today'])
+    expect(query('input[aria-label="Amount"]')).toBeNull()
+
+    query('input[id$="_fixed"]').click()
+    fixture.detectChanges()
+    expect(atom.value).toBeNull()
+    expect(query('[ngbDatepicker]')).not.toBeNull()
+  })
+
+  it('should restore a saved relative date value', async () => {
+    component.useDropdown = false
+    const atom = new CustomFieldQueryAtom([
+      4,
+      CustomFieldQueryOperator.Exact,
+      'in 2 months',
+    ])
+    component.selectionModel.addAtom(atom)
+    fixture.detectChanges()
+    await fixture.whenStable()
+    expect(component.getRelativeDate(atom)).toEqual({
+      amount: 2,
+      unit: 'in {n} months',
+    })
+    expect(
+      fixture.nativeElement.querySelector('input[aria-label="Amount"]').value
+    ).toBe('2')
+
+    const today = new CustomFieldQueryAtom([
+      4,
+      CustomFieldQueryOperator.Exact,
+      'today',
+    ])
+    expect(component.getRelativeDate(today)).toEqual({
+      amount: null,
+      unit: 'today',
+    })
+  })
+
   describe('CustomFieldQueriesModel', () => {
     let model: CustomFieldQueriesModel
 

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

@@ -49,6 +49,26 @@ import { LoadingComponentWithPermissions } from '../../loading-component/loading
 import { ClearableBadgeComponent } from '../clearable-badge/clearable-badge.component'
 import { DocumentLinkComponent } from '../input/document-link/document-link.component'
 
+interface RelativeDate {
+  // The expression sent to the API, with {n} standing in for the amount
+  amount: number | null
+  unit: string
+}
+
+function parseRelativeDate(
+  value: string,
+  unit: string
+): RelativeDate | undefined {
+  const [prefix, suffix] = unit.split('{n}')
+  if (suffix === undefined) {
+    return value === unit ? { amount: null, unit } : undefined
+  }
+  if (!value.startsWith(prefix) || !value.endsWith(suffix)) return undefined
+  const amount = value.slice(prefix.length, value.length - suffix.length)
+  if (!amount || !Number.isInteger(+amount) || +amount < 0) return undefined
+  return { amount: +amount, unit }
+}
+
 export class CustomFieldQueriesModel {
   private readonly _queries = signal<CustomFieldQueryElement[]>([])
   private rootSubscriptions: Subscription[] = []
@@ -305,6 +325,67 @@ export class CustomFieldsQueryDropdownComponent extends LoadingComponentWithPerm
 
   public readonly today: string = new Date().toLocaleDateString('en-CA')
 
+  public readonly relativeDateUnits = [
+    { id: 'today', label: $localize`Today` },
+    { id: '{n} days ago', label: $localize`days ago` },
+    { id: '{n} weeks ago', label: $localize`weeks ago` },
+    { id: '{n} months ago', label: $localize`months ago` },
+    { id: '{n} years ago', label: $localize`years ago` },
+    { id: 'in {n} days', label: $localize`days from now` },
+    { id: 'in {n} weeks', label: $localize`weeks from now` },
+    { id: 'in {n} months', label: $localize`months from now` },
+    { id: 'in {n} years', label: $localize`years from now` },
+  ]
+
+  private readonly relativeDates = new Map<string, RelativeDate>()
+
+  getRelativeDate(atom: CustomFieldQueryAtom): RelativeDate | undefined {
+    if (!this.relativeDates.has(atom.id) && typeof atom.value === 'string') {
+      for (const { id } of this.relativeDateUnits) {
+        const relativeDate = parseRelativeDate(atom.value, id)
+        if (relativeDate) {
+          this.relativeDates.set(atom.id, relativeDate)
+          break
+        }
+      }
+    }
+    return this.relativeDates.get(atom.id)
+  }
+
+  hasDateValueRow(atom: CustomFieldQueryAtom): boolean {
+    return (
+      this.getCustomFieldByID(atom.field)?.data_type ===
+        CustomFieldDataType.Date &&
+      atom.operator !== CustomFieldQueryOperator.Exists &&
+      atom.operator !== CustomFieldQueryOperator.IsNull
+    )
+  }
+
+  toggleRelativeDate(atom: CustomFieldQueryAtom) {
+    if (this.getRelativeDate(atom)) {
+      this.relativeDates.delete(atom.id)
+      atom.value = null
+    } else {
+      this.relativeDates.set(atom.id, { amount: null, unit: '{n} days ago' })
+      this.updateRelativeDate(atom, {})
+    }
+  }
+
+  updateRelativeDate(
+    atom: CustomFieldQueryAtom,
+    change: Partial<RelativeDate>
+  ) {
+    const { amount, unit } = Object.assign(
+      this.relativeDates.get(atom.id),
+      change
+    )
+    if (!unit.includes('{n}')) {
+      atom.value = unit
+    } else {
+      atom.value = amount === null ? null : unit.replace('{n}', `${amount}`)
+    }
+  }
+
   public customFieldSearchFn = (term: string, field: CustomField): boolean =>
     matchesSearchText(field?.name, term)
 

src-ui/src/app/services/tasks.service.spec.ts

@@ -9,7 +9,11 @@ import {
 } from '@angular/common/http/testing'
 import { TestBed } from '@angular/core/testing'
 import { environment } from 'src/environments/environment'
-import { PaperlessTaskType } from '../data/paperless-task'
+import {
+  PaperlessTaskStatus,
+  PaperlessTaskTriggerSource,
+  PaperlessTaskType,
+} from '../data/paperless-task'
 import { TasksService } from './tasks.service'
 
 describe('TasksService', () => {
@@ -34,23 +38,23 @@ describe('TasksService', () => {
     httpTestingController.verify()
   })
 
-  it('calls tasks status counts api endpoint on reload', () => {
+  it('calls tasks api endpoint on reload', () => {
     tasksService.reload()
     const req = httpTestingController.expectOne(
       (req: HttpRequest<unknown>) =>
-        req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
-        req.params.get('acknowledged') === 'false'
+        req.url === `${environment.apiBaseUrl}tasks/` &&
+        req.params.get('acknowledged') === 'false' &&
+        req.params.get('page_size') === '1000'
     )
     expect(req.request.method).toEqual('GET')
-    req.flush({ all: 5, needs_attention: 3, in_progress: 1, completed: 1 })
-    expect(tasksService.needsAttentionTasksCount).toEqual(3)
+    req.flush({ count: 0, results: [] })
   })
 
   it('cancels an in-progress reload when reloading again', () => {
     tasksService.reload()
     const staleReload = httpTestingController.expectOne(
       (req: HttpRequest<unknown>) =>
-        req.url === `${environment.apiBaseUrl}tasks/status_counts/`
+        req.url === `${environment.apiBaseUrl}tasks/`
     )
     tasksService.reload()
 
@@ -58,9 +62,9 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/status_counts/`
+          req.url === `${environment.apiBaseUrl}tasks/`
       )
-      .flush({ all: 0, needs_attention: 0, in_progress: 0, completed: 0 })
+      .flush({ count: 0, results: [] })
   })
 
   it('continues reloading after a reload request fails', () => {
@@ -68,7 +72,7 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/status_counts/`
+          req.url === `${environment.apiBaseUrl}tasks/`
       )
       .flush('error', { status: 500, statusText: 'error' })
 
@@ -78,16 +82,16 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/status_counts/`
+          req.url === `${environment.apiBaseUrl}tasks/`
       )
-      .flush({ all: 0, needs_attention: 0, in_progress: 0, completed: 0 })
+      .flush({ count: 0, results: [] })
   })
 
   it('reloads after dismissing a task while a reload is already in progress', () => {
     tasksService.reload()
     const staleReload = httpTestingController.expectOne(
       (req: HttpRequest<unknown>) =>
-        req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
+        req.url === `${environment.apiBaseUrl}tasks/` &&
         req.params.get('acknowledged') === 'false'
     )
 
@@ -100,12 +104,12 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
+          req.url === `${environment.apiBaseUrl}tasks/` &&
           req.params.get('acknowledged') === 'false'
       )
-      .flush({ all: 50, needs_attention: 42, in_progress: 3, completed: 5 })
+      .flush({ count: 0, results: [] })
 
-    expect(tasksService.needsAttentionTasksCount).toEqual(42)
+    expect(tasksService.needsAttentionTasks).toHaveLength(0)
   })
 
   it('calls acknowledge_tasks api endpoint on dismiss and reloads', () => {
@@ -122,10 +126,11 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
-          req.params.get('acknowledged') === 'false'
+          req.url === `${environment.apiBaseUrl}tasks/` &&
+          req.params.get('acknowledged') === 'false' &&
+          req.params.get('page_size') === '1000'
       )
-      .flush({ all: 0, needs_attention: 0, in_progress: 0, completed: 0 })
+      .flush({ count: 0, results: [] })
   })
 
   it('calls acknowledge_tasks api endpoint on dismiss all and reloads', () => {
@@ -142,10 +147,65 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
-          req.params.get('acknowledged') === 'false'
+          req.url === `${environment.apiBaseUrl}tasks/` &&
+          req.params.get('acknowledged') === 'false' &&
+          req.params.get('page_size') === '1000'
       )
-      .flush({ all: 0, needs_attention: 0, in_progress: 0, completed: 0 })
+      .flush({ count: 0, results: [] })
+  })
+
+  it('includes revoked tasks in needs attention', () => {
+    const mockTasks = [
+      {
+        task_type: PaperlessTaskType.SanityCheck,
+        trigger_source: PaperlessTaskTriggerSource.System,
+        status: PaperlessTaskStatus.Failure,
+        acknowledged: false,
+        task_id: '1235',
+        input_data: {},
+        date_created: new Date(),
+        related_document_ids: [],
+      },
+      {
+        task_type: PaperlessTaskType.MailFetch,
+        trigger_source: PaperlessTaskTriggerSource.Scheduled,
+        status: PaperlessTaskStatus.Revoked,
+        acknowledged: false,
+        task_id: '1236',
+        input_data: {},
+        date_created: new Date(),
+        related_document_ids: [],
+      },
+      {
+        task_type: PaperlessTaskType.EmptyTrash,
+        trigger_source: PaperlessTaskTriggerSource.Manual,
+        status: PaperlessTaskStatus.Success,
+        acknowledged: false,
+        task_id: '1238',
+        input_data: {},
+        date_created: new Date(),
+        related_document_ids: [],
+      },
+    ]
+
+    tasksService.reload()
+
+    const req = httpTestingController.expectOne(
+      (req: HttpRequest<unknown>) =>
+        req.url === `${environment.apiBaseUrl}tasks/` &&
+        req.params.get('acknowledged') === 'false' &&
+        req.params.get('page_size') === '1000'
+    )
+
+    req.flush({ count: mockTasks.length, results: mockTasks })
+
+    expect(tasksService.needsAttentionTasks).toHaveLength(2)
+    expect(tasksService.needsAttentionTasks.map((task) => task.status)).toEqual(
+      expect.arrayContaining([
+        PaperlessTaskStatus.Failure,
+        PaperlessTaskStatus.Revoked,
+      ])
+    )
   })
 
   it('supports running tasks', () => {

src-ui/src/app/services/tasks.service.ts

@@ -5,12 +5,14 @@ import {
   catchError,
   finalize,
   first,
+  map,
   switchMap,
   takeUntil,
   tap,
 } from 'rxjs/operators'
 import {
   PaperlessTask,
+  PaperlessTaskStatus,
   PaperlessTaskStatusCounts,
   PaperlessTaskType,
 } from 'src/app/data/paperless-task'
@@ -25,42 +27,50 @@ export class TasksService {
 
   private baseUrl: string = environment.apiBaseUrl
   private endpoint: string = 'tasks'
+  private readonly defaultReloadPageSize = 1000
 
   public loading: boolean = false
 
-  private readonly tasksStatusCounts = signal<PaperlessTaskStatusCounts>({
-    all: 0,
-    needs_attention: 0,
-    in_progress: 0,
-    completed: 0,
-  })
+  private readonly tasks = signal<PaperlessTask[]>([])
   private readonly reloadNotifier = new Subject<void>()
 
   private unsubscribeNotifer: Subject<any> = new Subject()
 
   constructor() {
     this.reloadNotifier
-      .pipe(switchMap(() => this.fetchUnacknowledgedTasksCounts()))
-      .subscribe((taskStatusCounts) => {
-        this.tasksStatusCounts.set(taskStatusCounts)
+      .pipe(
+        switchMap(() => {
+          this.loading = true
+          return this.http
+            .get<Results<PaperlessTask>>(`${this.baseUrl}${this.endpoint}/`, {
+              params: {
+                acknowledged: 'false',
+                page_size: this.defaultReloadPageSize,
+              },
+            })
+            .pipe(
+              map((response) => response.results),
+              takeUntil(this.unsubscribeNotifer),
+              catchError(() => EMPTY),
+              finalize(() => {
+                this.loading = false
+              })
+            )
+        })
+      )
+      .subscribe((tasks) => {
+        this.tasks.set(tasks)
       })
   }
 
-  private fetchUnacknowledgedTasksCounts(): Observable<PaperlessTaskStatusCounts> {
-    this.loading = true
-    return this.statusCounts({ acknowledged: false }).pipe(
-      takeUntil(this.unsubscribeNotifer),
-      catchError(() => EMPTY),
-      finalize(() => {
-        this.loading = false
-      })
+  public get needsAttentionTasks(): PaperlessTask[] {
+    return this.tasks().filter((t) =>
+      [PaperlessTaskStatus.Failure, PaperlessTaskStatus.Revoked].includes(
+        t.status
+      )
     )
   }
 
-  public get needsAttentionTasksCount(): number {
-    return this.tasksStatusCounts().needs_attention
-  }
-
   public reload() {
     this.reloadNotifier.next()
   }
@@ -95,7 +105,7 @@ export class TasksService {
 
   public dismissTasks(task_ids: Set<number>): Observable<any> {
     return this.http
-      .post(`${this.baseUrl}${this.endpoint}/acknowledge/`, {
+      .post(`${this.baseUrl}tasks/acknowledge/`, {
         tasks: [...task_ids],
       })
       .pipe(
@@ -109,7 +119,7 @@ export class TasksService {
 
   public dismissAllTasks(): Observable<any> {
     return this.http
-      .post(`${this.baseUrl}${this.endpoint}/acknowledge/`, {
+      .post(`${this.baseUrl}tasks/acknowledge/`, {
         all: true,
       })
       .pipe(

src/documents/consumer.py

@@ -847,19 +847,6 @@ class ConsumerPlugin(
             local_added,
             self.filename,
             self.filename,
-            custom_fields=[
-                CustomFieldInstance(
-                    field=field,
-                    **{
-                        CustomFieldInstance.get_value_field_name(
-                            field.data_type,
-                        ): self.metadata.custom_fields[field.pk],
-                    },
-                )
-                for field in CustomField.objects.filter(
-                    pk__in=self.metadata.custom_fields or {},
-                )
-            ],
         )
 
     def _store(

src/documents/filters.py

@@ -11,6 +11,8 @@ from decimal import InvalidOperation
 from typing import TYPE_CHECKING
 from typing import Any
 
+import dateparser
+from django.conf import settings
 from django.contrib.contenttypes.models import ContentType
 from django.db.models import Case
 from django.db.models import CharField
@@ -25,6 +27,7 @@ from django.db.models import Value
 from django.db.models import When
 from django.db.models.functions import Cast
 from django.db.models.functions import NullIf
+from django.utils import timezone
 from django.utils.translation import gettext_lazy as _
 from django_filters import DateFilter
 from django_filters.rest_framework import BooleanFilter
@@ -57,6 +60,7 @@ from documents.versioning import annotate_effective_content
 
 if TYPE_CHECKING:
     from collections.abc import Callable
+    from datetime import datetime
 
 CHAR_KWARGS = ["istartswith", "iendswith", "icontains", "iexact"]
 ID_KWARGS = ["in", "exact"]
@@ -322,6 +326,51 @@ class MonetaryAmountField(serializers.Field):
         return str(value)
 
 
+class DateQueryField(serializers.DateField):
+    """
+    Accepts either a fixed date or a relative date expression using `dateparser` and
+    resolves it against the provided reference datetime.
+    """
+
+    default_error_messages = {
+        "expression": _(
+            'Expected a date or a relative date such as "today" or "in 30 days".',
+        ),
+    }
+
+    def __init__(self, *, reference_datetime: datetime, **kwargs):
+        super().__init__(**kwargs)
+        self.reference_datetime = reference_datetime
+
+    def to_internal_value(self, value):
+        try:
+            # Let the parent class handle fixed-date formats and string validation first
+            return super().to_internal_value(value)
+        except serializers.ValidationError:
+            if not isinstance(value, str):
+                raise
+
+        try:
+            parsed = dateparser.parse(
+                value,
+                # The UI always builds English expressions
+                locales=[*settings.DATE_PARSER_LANGUAGES, "en"]
+                if settings.DATE_PARSER_LANGUAGES
+                else None,
+                settings={
+                    "PARSERS": ["relative-time"],
+                    "RELATIVE_BASE": self.reference_datetime,
+                    "TIMEZONE": str(self.reference_datetime.tzinfo),
+                    "RETURN_AS_TIMEZONE_AWARE": True,
+                },
+            )
+        except (ValueError, OverflowError):
+            self.fail("expression")
+        if parsed is None:
+            self.fail("expression")
+        return parsed.astimezone(self.reference_datetime.tzinfo).date()
+
+
 class SelectField(serializers.CharField):
     def __init__(self, custom_field: CustomField) -> None:
         self._options = custom_field.extra_data["select_options"]
@@ -463,6 +512,8 @@ class CustomFieldQueryParser:
             raise serializers.ValidationError(
                 {self._validation_prefix: [_("Value must be valid JSON.")]},
             )
+        # Save the current local time as the reference for the query
+        self._reference_datetime = timezone.localtime()
         return (
             self._parse_expr(expr, validation_prefix=self._validation_prefix),
             self._annotations,
@@ -649,6 +700,8 @@ class CustomFieldQueryParser:
         ):
             # DateField admits queries in the form of `year__exact`, etc. These take integers.
             field = serializers.IntegerField()
+        elif custom_field.data_type == CustomField.FieldDataType.DATE:
+            field = DateQueryField(reference_datetime=self._reference_datetime)
         elif custom_field.data_type == CustomField.FieldDataType.DOCUMENTLINK:
             # We can be more specific here and make sure the value is a list.
             field = serializers.ListField(child=serializers.IntegerField())

src/documents/templating/workflows.py

@@ -1,5 +1,4 @@
 import logging
-from collections.abc import Iterable
 from datetime import date
 from datetime import datetime
 from pathlib import Path
@@ -14,9 +13,7 @@ from jinja2 import make_logging_undefined
 from jinja2.meta import find_undeclared_variables
 from jinja2.sandbox import SecurityError
 
-from documents.models import CustomFieldInstance
 from documents.templating.environment import _template_environment
-from documents.templating.filepath import get_custom_fields_context
 from documents.templating.filters import format_datetime
 from documents.templating.filters import localize_date
 
@@ -59,7 +56,6 @@ _known_placeholder_names = {
     "doc_title",
     "doc_url",
     "doc_id",
-    "custom_fields",
 }
 
 
@@ -90,7 +86,6 @@ def parse_w_workflow_placeholders(
     doc_title: str | None = None,
     doc_url: str | None = None,
     doc_id: int | None = None,
-    custom_fields: Iterable[CustomFieldInstance] = (),
 ) -> str:
     """
     Available title placeholders for Workflows depend on what has already been assigned,
@@ -113,7 +108,6 @@ def parse_w_workflow_placeholders(
         "original_filename": Path(original_filename).stem,
         "filename": Path(filename).stem,
     }
-    formatting.update(get_custom_fields_context(custom_fields))
     if created is not None:
         formatting.update(
             {

src/documents/tests/test_api_filter_by_custom_fields.py

@@ -2,8 +2,12 @@ import json
 import types
 from collections.abc import Callable
 from datetime import date
+from unittest.mock import patch
 from urllib.parse import quote
 
+import time_machine
+from django.test import override_settings
+from django.utils import timezone
 from rest_framework.test import APITestCase
 
 from documents.models import CustomField
@@ -443,6 +447,65 @@ class TestCustomFieldsSearch(DirectoriesMixin, APITestCase):
             ),
         )
 
+    @override_settings(TIME_ZONE="America/Los_Angeles")
+    def test_relative_dates(self) -> None:
+        # Reevaluate the same mixed relative/fixed range on different local dates.
+        for today in (date(2024, 8, 22), date(2024, 11, 15)):
+            with (
+                self.subTest(today=today),
+                time_machine.travel(f"{today}T23:30:00-07:00", tick=False),
+                patch(
+                    "documents.filters.timezone.localtime",
+                    wraps=timezone.localtime,
+                ) as localtime,
+            ):
+                self._assert_query_match_predicate(
+                    ["date_field", "range", ["today", "2024-11-15"]],
+                    lambda document, today=today: (
+                        "date_field" in document
+                        and document["date_field"] is not None
+                        and today <= document["date_field"] <= date(2024, 11, 15)
+                    ),
+                )
+                localtime.assert_called_once_with()
+
+    def test_relative_date_validation(self) -> None:
+        for value, keyword in (
+            ("not a date", "date"),
+            ("January 2024", "date"),
+            ("today + " + "9" * 5000 + " days", "date"),
+            (True, "format"),
+        ):
+            with self.subTest(value=str(value)[:50]):
+                self._assert_validation_error(
+                    json.dumps(["date_field", "exact", value]),
+                    ["custom_field_query", "2"],
+                    keyword,
+                )
+
+    @time_machine.travel("2024-08-22T12:00:00Z", tick=False)
+    def test_relative_date_languages(self) -> None:
+        for locales in (["de"], ["zh-Hans", "de"], None):
+            with (
+                self.subTest(locales=locales),
+                override_settings(
+                    DATE_PARSER_LANGUAGES=locales,
+                ),
+            ):
+                self._assert_query_match_predicate(
+                    ["date_field", "exact", "heute"],
+                    lambda document: (
+                        "date_field" in document
+                        and document["date_field"] == date(2024, 8, 22)
+                    ),
+                )
+        with override_settings(DATE_PARSER_LANGUAGES=["en"]):
+            self._assert_validation_error(
+                json.dumps(["date_field", "exact", "heute"]),
+                ["custom_field_query", "2"],
+                "date",
+            )
+
     def test_gt_monetary(self) -> None:
         self._assert_query_match_predicate(
             ["monetary_field", "gt", "99"],

src/documents/tests/test_workflows.py

@@ -1846,50 +1846,6 @@ class TestWorkflows(
             expected_str = f"Document storage path {doc.storage_path} does not match {trigger.filter_has_storage_path}"
             self.assertIn(expected_str, cm.output[1])
 
-    def test_title_custom_fields(self) -> None:
-        from documents.consumer import ConsumerPlugin
-        from documents.templating.workflows import validate_workflow_template
-
-        field = CustomField.objects.create(
-            name="Invoice",
-            data_type=CustomField.FieldDataType.STRING,
-        )
-        template = '{{ custom_fields.Invoice.value }} {{ custom_fields | get_cf_value("Missing", "fallback") }}'
-        validate_workflow_template(template)
-        consumer = mock.Mock(
-            filename="invoice.pdf",
-            metadata=DocumentMetadataOverrides(custom_fields={field.pk: "INV-123"}),
-        )
-        self.assertEqual(
-            ConsumerPlugin._parse_title_placeholders(consumer, template),
-            "INV-123 fallback",
-        )
-        trigger = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
-        )
-        action = WorkflowAction.objects.create(assign_title=template)
-        doc = Document.objects.create(title="Original")
-        action.assign_custom_fields.add(field)
-        action.assign_custom_fields_values = {str(field.pk): "INV-123"}
-        action.save()
-        workflow = Workflow.objects.create(name="Custom field title", order=0)
-        workflow.triggers.add(trigger)
-        workflow.actions.add(action)
-
-        document_consumption_finished.send(sender=self.__class__, document=doc)
-
-        doc.refresh_from_db()
-        self.assertEqual(doc.title, "INV-123 fallback")
-
-        # Existing fields remain available when the action assigns no custom fields.
-        action.assign_custom_fields.clear()
-        CustomFieldInstance.objects.filter(document=doc, field=field).update(
-            value_text="INV-456",
-        )
-        document_consumption_finished.send(sender=self.__class__, document=doc)
-        doc.refresh_from_db()
-        self.assertEqual(doc.title, "INV-456 fallback")
-
     def test_document_added_invalid_title_placeholders(self) -> None:
         """
         GIVEN:
@@ -5164,72 +5120,6 @@ class TestWorkflows(
         self.assertEqual(Document.objects.count(), 0)
 
 
-@pytest.mark.django_db
-@pytest.mark.parametrize("use_overrides", [False, True])
-def test_custom_fields_in_email_and_webhook_templates(
-    use_overrides,
-    settings,
-    tmp_path,
-):
-    from documents.workflows.actions import build_workflow_action_context
-    from documents.workflows.actions import execute_email_action
-    from documents.workflows.actions import execute_webhook_action
-
-    settings.EMAIL_ENABLED = True
-    field = CustomField.objects.create(
-        name="Invoice",
-        data_type=CustomField.FieldDataType.STRING,
-    )
-    if use_overrides:
-        invoice = tmp_path / "invoice.pdf"
-        invoice.write_bytes(b"%PDF-1.7")
-        document = ConsumableDocument(
-            source=DocumentSource.ConsumeFolder,
-            original_file=invoice,
-        )
-        overrides = DocumentMetadataOverrides(custom_fields={field.pk: "INV-123"})
-    else:
-        document = Document.objects.create(title="Invoice")
-        CustomFieldInstance.objects.create(
-            document=document,
-            field=field,
-            value_text="INV-123",
-        )
-        overrides = None
-    context = build_workflow_action_context(document, overrides)
-    template = '{{ custom_fields.Invoice.value }} {{ custom_fields | get_cf_value("Missing", "fallback") }}'
-    action = WorkflowAction(
-        email=WorkflowActionEmail(
-            subject=template,
-            body=template,
-            to="test@example.com",
-        ),
-        webhook=WorkflowActionWebhook(
-            url="https://example.com",
-            body=template,
-        ),
-    )
-    with mock.patch("documents.workflows.actions.send_email") as send_email:
-        execute_email_action(
-            action,
-            document,
-            context,
-            None,
-            Path("invoice.pdf"),
-            WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
-        )
-    assert send_email.call_args.kwargs["subject"] == "INV-123 fallback"
-    assert send_email.call_args.kwargs["body"] == "INV-123 fallback"
-    with mock.patch("documents.workflows.actions.send_webhook.apply_async") as send:
-        for use_params in (False, True):
-            action.webhook.use_params = use_params
-            action.webhook.params = {"invoice": template}
-            execute_webhook_action(action, document, context, None, Path("invoice.pdf"))
-            assert send.call_args.kwargs["kwargs"]["data"] == (
-                {"invoice": "INV-123 fallback"} if use_params else "INV-123 fallback"
-            )
-
-
 class TestWebhookSend:
     def test_send_webhook_data_or_json(
         self,

src/documents/workflows/actions.py

@@ -11,8 +11,6 @@ from documents.data_models import DocumentMetadataOverrides
 from documents.mail import EmailAttachment
 from documents.mail import send_email
 from documents.models import Correspondent
-from documents.models import CustomField
-from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import WorkflowAction
@@ -50,9 +48,6 @@ def build_workflow_action_context(
             "added": timezone.localtime(document.added),
             "created": document.created,
             "id": document.pk,
-            "custom_fields": CustomFieldInstance.global_objects.filter(
-                document=document,
-            ).select_related("field"),
         }
 
     correspondent_obj = (
@@ -85,19 +80,6 @@ def build_workflow_action_context(
         "added": timezone.localtime(timezone.now()),
         "created": overrides.created if overrides else None,
         "id": "",
-        "custom_fields": [
-            CustomFieldInstance(
-                field=field,
-                **{
-                    CustomFieldInstance.get_value_field_name(
-                        field.data_type,
-                    ): overrides.custom_fields[field.pk],
-                },
-            )
-            for field in CustomField.objects.filter(
-                pk__in=overrides.custom_fields or {},
-            )
-        ],
     }
 
 
@@ -134,7 +116,6 @@ def execute_email_action(
                 context["title"],
                 context["doc_url"],
                 context["id"],
-                custom_fields=context["custom_fields"],
             )
             if action.email.subject
             else ""
@@ -152,7 +133,6 @@ def execute_email_action(
                 context["title"],
                 context["doc_url"],
                 context["id"],
-                custom_fields=context["custom_fields"],
             )
             if action.email.body
             else ""
@@ -231,7 +211,6 @@ def execute_webhook_action(
                             context["title"],
                             context["doc_url"],
                             context["id"],
-                            custom_fields=context["custom_fields"],
                         )
                 except Exception as e:
                     logger.error(
@@ -251,7 +230,6 @@ def execute_webhook_action(
                 context["title"],
                 context["doc_url"],
                 context["id"],
-                custom_fields=context["custom_fields"],
             )
         headers = {}
         if action.webhook.headers:

src/documents/workflows/mutations.py

@@ -43,33 +43,6 @@ def apply_assignment_to_document(
     if action.assign_owner:
         document.owner = action.assign_owner
 
-    if action.has_assign_custom_fields:
-        for field in action.assign_custom_fields.all():
-            value_field_name = CustomFieldInstance.get_value_field_name(
-                data_type=field.data_type,
-            )
-            args = {
-                value_field_name: action.assign_custom_fields_values.get(
-                    str(field.pk),
-                    None,
-                ),
-            }
-            # for some reason update_or_create doesn't work here
-            instance = CustomFieldInstance.objects.filter(
-                field=field,
-                document=document,
-            ).first()
-            # empty string is indistinguishable from no value in the UI
-            if instance and args[value_field_name] not in (None, ""):
-                setattr(instance, value_field_name, args[value_field_name])
-                instance.save()
-            elif not instance:
-                CustomFieldInstance.objects.create(
-                    **args,
-                    field=field,
-                    document=document,
-                )
-
     if action.assign_title:
         try:
             title = parse_w_workflow_placeholders(
@@ -84,9 +57,6 @@ def apply_assignment_to_document(
                 "",  # dont pass the title to avoid recursion
                 "",  # no urls in titles
                 document.pk,
-                custom_fields=CustomFieldInstance.global_objects.filter(
-                    document=document,
-                ).select_related("field"),
             )
             if title:
                 document.title = title
@@ -121,6 +91,33 @@ def apply_assignment_to_document(
             merge=True,
         )
 
+    if action.has_assign_custom_fields:
+        for field in action.assign_custom_fields.all():
+            value_field_name = CustomFieldInstance.get_value_field_name(
+                data_type=field.data_type,
+            )
+            args = {
+                value_field_name: action.assign_custom_fields_values.get(
+                    str(field.pk),
+                    None,
+                ),
+            }
+            # for some reason update_or_create doesn't work here
+            instance = CustomFieldInstance.objects.filter(
+                field=field,
+                document=document,
+            ).first()
+            # empty string is indistinguishable from no value in the UI
+            if instance and args[value_field_name] not in (None, ""):
+                setattr(instance, value_field_name, args[value_field_name])
+                instance.save()
+            elif not instance:
+                CustomFieldInstance.objects.create(
+                    **args,
+                    field=field,
+                    document=document,
+                )
+
 
 def apply_assignment_to_overrides(
     action: WorkflowAction,