Fix: consolidate and extend unicode NFC normalization for filenames and matching

Consolidates the scattered unicodedata.normalize("NFC", ...) calls introduced
by my earlier filename/path normalization work into a single
documents.utils.normalize_unicode() helper, and closes several gaps where
NFD-normalized filenames could still slip through unnormalized:

- Document.get_public_filename() now normalizes, fixing exported filenames
  built from an NFD title/correspondent name (the default, non-format export
  path was not covered by the earlier fix).
- DocumentViewSet.update_version() now normalizes the uploaded filename,
  matching PostDocumentView's existing behavior.
- ConsumerPlugin normalizes self.filename once at consumption time, covering
  the title fallback and Document.original_filename for every document
  source (consume folder, mail, API, barcode splits).
- Workflow trigger and mail rule filename/path matching (documents/matching.py,
  paperless_mail/mail.py) now normalize the document/attachment side before
  comparing, so an NFD filename matches an NFC-typed filter pattern instead of
  silently failing to match.
- WorkflowTriggerSerializer and MailRuleSerializer normalize filter_filename/
  filter_path and the attachment include/exclude patterns once at write time,
  so the read side isn't re-normalizing an already-canonical value on every
  match.

.github/workflows/issue-bot.yml

@@ -72,11 +72,9 @@ jobs:
                 'You are welcome to open a new issue that describes the problem you observed in your own words.'
               : 'This issue was automatically closed because it was not opened using our bug report form. ' +
                 'Issues have to be created through the form so that the details we need to investigate are included.\n\n' +
-                `If the problem is still there, please [open a new issue](${newIssue}) using the form — that is all it takes ` +
+                `If the problem is still there, please [open a new issue](${newIssue}) using the form. No other action is needed here.\n\n` +
-                'to get it looked at, and no other action is needed here.\n\n' +
                 'If any part of your report was written by an AI tool or agent, you must say so: undisclosed AI-generated ' +
-                `contributions are a violation of our [Code of Conduct](${codeOfConduct}), and such reports must describe the ` +
+                `contributions are a violation of our [Code of Conduct](${codeOfConduct}).`;
-                `behavior you observed only, without code analysis or suggested fixes. See our [contributing guidelines](${contributing}).`;
 
             await github.rest.issues.createComment({ ...common, body });
             await github.rest.issues.addLabels({ ...common, labels: ['ai'] });

.github/workflows/pr-bot.yml

@@ -25,6 +25,10 @@ jobs:
   pr-bot:
     name: Automated PR Bot
     runs-on: ubuntu-latest
+    # Runs after Anti-slop so the welcome comment can see whether the PR was closed
+    # instead of racing it. Still runs if that job fails, so labeling is not lost.
+    needs: Anti-slop
+    if: ${{ !cancelled() }}
     permissions:
       contents: read
       pull-requests: write
@@ -99,8 +103,25 @@ jobs:
         uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
-            const pr = context.payload.pull_request;
+            const user = context.payload.pull_request.user.login;
-            const user = pr.user.login;
+
+            // Re-read the PR: Anti-slop may have closed and labeled it after the webhook
+            const { data: pr } = await github.rest.pulls.get({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              pull_number: context.payload.pull_request.number,
+            });
+
+            if (pr.state === 'closed') {
+              core.info('Skipping comment: PR is already closed');
+              return;
+            }
+
+            const labels = pr.labels.map((label) => (typeof label === 'string' ? label : label.name));
+            if (labels.includes('ai')) {
+              core.info('Skipping comment: PR is labeled ai');
+              return;
+            }
 
             const { data: members } = await github.rest.orgs.listMembers({
               org: 'paperless-ngx',

docs/advanced_usage.md

@@ -138,7 +138,9 @@ for suggested generation and embedding models.
 With AI enabled, Paperless-ngx can suggest a title, tags, correspondent, document type,
 storage path and dates by sending the document to the LLM. This is **opt-in per request**
 and surfaces through the "Suggest" control on the document detail page, alongside the
-classic classifier-based suggestions — it does not disable them. Suggestion output
+classic classifier-based suggestions — it does not disable them. Suggestions are requested
+automatically when you open a document that carries an inbox tag unless "Automatically request
+suggestions for inbox documents" under Settings > Documents is disabled. Suggestion output
 language can be steered with
 [`PAPERLESS_AI_LLM_OUTPUT_LANGUAGE`](configuration.md#PAPERLESS_AI_LLM_OUTPUT_LANGUAGE)
 (otherwise it follows the user's UI language).

docs/usage.md

@@ -317,6 +317,8 @@ a "document already exists" message.
 
 Paperless-ngx can suggest tags, correspondents, document types and storage paths for documents based on the content of the document. This is done using a (non-LLM) machine learning model that is trained on the documents in your database. The suggestions are shown in the document detail page and can be accepted or rejected by the user.
 
+Suggestions are requested automatically when you open a document that still has an inbox tag. To only request them by pressing the "Suggest" button instead, turn off "Automatically request suggestions for inbox documents" under Settings > Documents.
+
 ## AI Features
 
 Paperless-ngx includes several features that use AI to enhance the document management experience. These features are optional and can be enabled or disabled in the settings. If you are using the AI features, you may want to also enable the "LLM index" feature, which supports Retrieval-Augmented Generation (RAG) designed to improve the quality of AI responses. The LLM index feature is not enabled by default and requires additional configuration.
@@ -684,7 +686,8 @@ It requires [AI features](configuration.md#ai) to be enabled. You can specify:
   never replace the document's existing tags.
 
 The action works with every trigger **except Consumption Started**, because suggestions are made from
-the document's text, which does not exist until after the document has been processed.
+the document's text, which does not exist until after the document has been processed. Documents whose
+processed text is empty or contains only whitespace are skipped.
 
 Because the query to the AI service is slow, the action is queued and runs in the background rather
 than as part of the workflow run itself. The document is updated once the suggestions come back.

pyproject.toml

@@ -32,21 +32,21 @@ dependencies = [
   "django-cors-headers~=4.9.0",
   "django-extensions~=4.1",
   "django-filter~=25.1",
-  "django-guardian~=3.3.3",
+  "django-guardian>=3.3.3,<3.5",
   "django-multiselectfield~=1.0.1",
   "django-rich~=2.2.0",
   "django-soft-delete~=1.0.18",
   "django-treenode>=0.24",
   "djangorestframework~=3.16",
   "drf-spectacular~=0.30",
-  "drf-spectacular-sidecar~=2026.7.1",
+  "drf-spectacular-sidecar>=2026.7.1,<2026.9",
   "drf-writable-nested~=0.7.1",
   "filelock~=3.32.0",
   "flower>=2.0.1,<2.2",
   "gotenberg-client[httpx]~=1.0",
   "httpx-oauth~=0.17",
   "ijson>=3.5.1",
-  "imap-tools~=1.14.0",
+  "imap-tools>=1.14,<1.16",
   "jinja2~=3.1.6",
   "langdetect~=1.0.9",
   "llama-index-core>=0.14.23",
@@ -56,7 +56,7 @@ dependencies = [
   "llama-index-llms-ollama>=0.9.1",
   "llama-index-llms-openai-like>=0.7.1",
   "nltk~=3.10.0",
-  "ocrmypdf>=17.7,<17.11",
+  "ocrmypdf>=17.7,<17.12",
   "openai>=2.48",
   "pathvalidate~=3.3.1",
   "pdf2image~=1.17.0",
@@ -103,17 +103,17 @@ docs = [
   "zensical>=0.0.51",
 ]
 lint = [
-  "prek~=0.4.11",
+  "prek>=0.4.11,<0.6",
   "ruff~=0.16.1",
 ]
 testing = [
   "daphne",
   "factory-boy~=3.3.1",
-  "faker~=40.36.0",
+  "faker>=40.36,<40.38",
   "imagehash",
   "pytest~=9.1.1",
   "pytest-cov~=7.1.0",
-  "pytest-django~=4.12.0",
+  "pytest-django>=4.12,<4.15",
   "pytest-env~=1.7.0",
   "pytest-httpx",
   "pytest-mock~=3.15.1",

src-ui/angular.json

@@ -71,8 +71,10 @@
             "tsConfig": "tsconfig.app.json",
             "localize": true,
             "assets": [
-              "src/favicon.ico",
               "src/apple-touch-icon.png",
+              "src/icon-192.png",
+              "src/icon-512.png",
+              "src/icon-512-maskable.png",
               "src/assets",
               "src/manifest.webmanifest",
               {

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

@@ -23,17 +23,30 @@
                                     <div class="col">
                                         <div class="card bg-light">
                                             <div class="card-body">
-                                                <div class="card-title d-flex align-items-center">
+                                                <div class="card-title d-flex align-items-center flex-wrap">
                                                     <h6 class="mb-0">
                                                       {{option.title}}
                                                     </h6>
                                                     <a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
                                                         <i-bs name="info-circle"></i-bs>
                                                     </a>
+                                                    @if (isExternallyConfigured(option.config_key)) {
+                                                      @if (isSet(option.key)) {
+                                                        <span class="badge rounded-pill bg-body-secondary text-dark fw-normal" title="This value overrides {{option.config_key}}, which is set outside Paperless." i18n-title>Overrides external</span>
+                                                      } @else {
+                                                        <span class="badge rounded-pill bg-body-secondary text-dark fw-normal" title="{{option.config_key}} is set outside Paperless. Enter a value here to override it." i18n-title>Set externally</span>
+                                                      }
+                                                    }
                                                     @if (isSet(option.key)) {
-                                                      <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
+                                                      @if (isExternallyConfigured(option.config_key)) {
-                                                          <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
+                                                        <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Use the externally configured value" i18n-title (click)="resetOption(option.key)">
-                                                      </button>
+                                                            <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset to external</ng-container>
+                                                        </button>
+                                                      } @else {
+                                                        <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
+                                                            <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
+                                                        </button>
+                                                      }
                                                     }
                                                 </div>
                                                 <div class="mb-n3">

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

@@ -163,6 +163,19 @@ describe('ConfigComponent', () => {
     expect(component.configForm.get('barcodes_enabled').value).toBeNull()
   })
 
+  it('should identify externally configured options', () => {
+    component.externallyConfiguredVariables = new Set([
+      'PAPERLESS_OCR_LANGUAGE',
+    ])
+
+    expect(
+      component.isExternallyConfigured('PAPERLESS_OCR_LANGUAGE')
+    ).toBeTruthy()
+    expect(
+      component.isExternallyConfigured('PAPERLESS_OCR_OUTPUT_TYPE')
+    ).toBeFalsy()
+  })
+
   it('should group options into sections within a category, or not', () => {
     const sections = component.getCategorySections(ConfigCategory.OCR)
     expect(sections).toEqual([null, ConfigSection.RemoteOCR])

src-ui/src/app/components/admin/config/config.component.ts

@@ -69,6 +69,7 @@ export class ConfigComponent
   public configForm = new FormGroup({})
 
   public errors = {}
+  public externallyConfiguredVariables = new Set<string>()
 
   get optionCategories(): string[] {
     return Object.values(ConfigCategory)
@@ -152,6 +153,9 @@ export class ConfigComponent
   }
 
   private initialize(config: PaperlessConfig) {
+    this.externallyConfiguredVariables = new Set(
+      config.externally_configured_variables ?? []
+    )
     if (!this.store) {
       this.store = new BehaviorSubject(config)
 
@@ -162,7 +166,9 @@ export class ConfigComponent
           this.configForm.patchValue(state, { emitEvent: false })
         })
 
-      this.isDirty$ = dirtyCheck(this.configForm, this.store.asObservable())
+      this.isDirty$ = dirtyCheck(this.configForm, this.store.asObservable(), {
+        excludeKeys: ['externally_configured_variables'],
+      })
     }
     this.configForm.patchValue(config)
 
@@ -227,6 +233,10 @@ export class ConfigComponent
     return this.configForm.get(key).value != null
   }
 
+  public isExternallyConfigured(configKey: string): boolean {
+    return this.externallyConfiguredVariables.has(configKey)
+  }
+
   public resetOption(key: string) {
     this.configForm.get(key).setValue(null)
   }

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

@@ -237,6 +237,12 @@
               </div>
             </div>
 
+            <div class="row">
+              <div class="col">
+                <pngx-input-check i18n-title title="Automatically request suggestions for inbox documents" i18n-hint hint="If un-checked, suggestions must be requested via the Suggest button." formControlName="documentEditingAutoSuggest"></pngx-input-check>
+              </div>
+            </div>
+
             <div class="row">
               <div class="col">
                 <pngx-input-check i18n-title title="Show document thumbnail during loading" formControlName="documentEditingOverlayThumbnail"></pngx-input-check>

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

@@ -267,7 +267,7 @@ describe('SettingsComponent', () => {
     expect(toastErrorSpy).toHaveBeenCalled()
     expect(storeSpy).toHaveBeenCalled()
     expect(appearanceSettingsSpy).not.toHaveBeenCalled()
-    expect(setSpy).toHaveBeenCalledTimes(32)
+    expect(setSpy).toHaveBeenCalledTimes(33)
 
     // succeed
     storeSpy.mockReturnValueOnce(of(true))

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

@@ -168,6 +168,7 @@ export class SettingsComponent
     pdfEditorDefaultEditMode: new FormControl(null),
     documentEditingRemoveInboxTags: new FormControl(null),
     documentEditingOverlayThumbnail: new FormControl(null),
+    documentEditingAutoSuggest: new FormControl(null),
     documentDetailsHiddenFields: new FormControl([]),
     searchDbOnly: new FormControl(null),
     searchLink: new FormControl(null),
@@ -368,6 +369,9 @@ export class SettingsComponent
       documentEditingOverlayThumbnail: this.settings.get(
         SETTINGS_KEYS.DOCUMENT_EDITING_OVERLAY_THUMBNAIL
       ),
+      documentEditingAutoSuggest: this.settings.get(
+        SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST
+      ),
       documentDetailsHiddenFields: this.settings.get(
         SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS
       ),
@@ -565,6 +569,10 @@ export class SettingsComponent
       SETTINGS_KEYS.DOCUMENT_EDITING_OVERLAY_THUMBNAIL,
       this.settingsForm.value.documentEditingOverlayThumbnail
     )
+    this.settings.set(
+      SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST,
+      this.settingsForm.value.documentEditingAutoSuggest
+    )
     this.settings.set(
       SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS,
       this.settingsForm.value.documentDetailsHiddenFields

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

@@ -4,7 +4,7 @@ import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { NgbActiveModal, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgSelectModule } from '@ng-select/ng-select'
-import { of } from 'rxjs'
+import { of, throwError } from 'rxjs'
 import {
   MailAction,
   MailMetadataCorrespondentOption,
@@ -15,6 +15,7 @@ import { CorrespondentService } from 'src/app/services/rest/correspondent.servic
 import { DocumentTypeService } from 'src/app/services/rest/document-type.service'
 import { MailAccountService } from 'src/app/services/rest/mail-account.service'
 import { SettingsService } from 'src/app/services/settings.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { CheckComponent } from '../../input/check/check.component'
 import { NumberComponent } from '../../input/number/number.component'
 import { PermissionsFormComponent } from '../../input/permissions/permissions-form/permissions-form.component'
@@ -81,6 +82,41 @@ describe('MailRuleEditDialogComponent', () => {
     fixture.detectChanges()
   })
 
+  it('should use empty related object lists when retrieval fails', () => {
+    const failed = () => throwError(() => new Error('Forbidden'))
+    const toastSpy = jest.spyOn(TestBed.inject(ToastService), 'showError')
+    jest
+      .spyOn(TestBed.inject(MailAccountService), 'listAll')
+      .mockReturnValue(failed())
+    jest
+      .spyOn(TestBed.inject(CorrespondentService), 'listAll')
+      .mockReturnValue(failed())
+    jest
+      .spyOn(TestBed.inject(DocumentTypeService), 'listAll')
+      .mockReturnValue(failed())
+
+    const failedFixture = TestBed.createComponent(MailRuleEditDialogComponent)
+    const failedComponent = failedFixture.componentInstance
+
+    expect(failedComponent.accounts()).toEqual([])
+    expect(failedComponent.correspondents()).toEqual([])
+    expect(failedComponent.documentTypes()).toEqual([])
+    expect(() => failedFixture.detectChanges()).not.toThrow()
+    expect(toastSpy).toHaveBeenCalledTimes(3)
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Error retrieving mail accounts',
+      expect.any(Error)
+    )
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Error retrieving correspondents',
+      expect.any(Error)
+    )
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Error retrieving document types',
+      expect.any(Error)
+    )
+  })
+
   it('should support create and edit modes', () => {
     component.dialogMode.set(EditDialogMode.CREATE)
     const createTitleSpy = jest.spyOn(component, 'getCreateTitle')

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

@@ -6,7 +6,7 @@ import {
   FormsModule,
   ReactiveFormsModule,
 } from '@angular/forms'
-import { map } from 'rxjs'
+import { catchError, map, of } from 'rxjs'
 import { EditDialogComponent } from 'src/app/components/common/edit-dialog/edit-dialog.component'
 import { Correspondent } from 'src/app/data/correspondent'
 import { DocumentType } from 'src/app/data/document-type'
@@ -26,6 +26,7 @@ import { MailAccountService } from 'src/app/services/rest/mail-account.service'
 import { MailRuleService } from 'src/app/services/rest/mail-rule.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { SettingsService } from 'src/app/services/settings.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { CheckComponent } from '../../input/check/check.component'
 import { NumberComponent } from '../../input/number/number.component'
 import { SelectComponent } from '../../input/select/select.component'
@@ -158,17 +159,45 @@ export class MailRuleEditDialogComponent extends EditDialogComponent<MailRule> {
   private readonly accountService = inject(MailAccountService)
   private readonly correspondentService = inject(CorrespondentService)
   private readonly documentTypeService = inject(DocumentTypeService)
+  private readonly toastService = inject(ToastService)
 
   readonly accounts = toSignal(
-    this.accountService.listAll().pipe(map((result) => result.results)),
+    this.accountService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => {
+        this.toastService.showError(
+          $localize`Error retrieving mail accounts`,
+          error
+        )
+        return of([])
+      })
+    ),
     { initialValue: undefined as MailAccount[] }
   )
   readonly correspondents = toSignal(
-    this.correspondentService.listAll().pipe(map((result) => result.results)),
+    this.correspondentService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => {
+        this.toastService.showError(
+          $localize`Error retrieving correspondents`,
+          error
+        )
+        return of([])
+      })
+    ),
     { initialValue: undefined as Correspondent[] }
   )
   readonly documentTypes = toSignal(
-    this.documentTypeService.listAll().pipe(map((result) => result.results)),
+    this.documentTypeService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => {
+        this.toastService.showError(
+          $localize`Error retrieving document types`,
+          error
+        )
+        return of([])
+      })
+    ),
     { initialValue: undefined as DocumentType[] }
   )
 

src-ui/src/app/components/common/edit-dialog/user-edit-dialog/user-edit-dialog.component.spec.ts

@@ -81,6 +81,23 @@ describe('UserEditDialogComponent', () => {
     fixture.detectChanges()
   })
 
+  it('should use an empty group list when retrieval fails', () => {
+    const toastSpy = jest.spyOn(toastService, 'showError')
+    jest
+      .spyOn(TestBed.inject(GroupService), 'listAll')
+      .mockReturnValue(throwError(() => new Error('Forbidden')))
+
+    const failedFixture = TestBed.createComponent(UserEditDialogComponent)
+    const failedComponent = failedFixture.componentInstance
+
+    expect(failedComponent.groups()).toEqual([])
+    expect(() => failedFixture.detectChanges()).not.toThrow()
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Error retrieving groups',
+      expect.any(Error)
+    )
+  })
+
   it('should support create and edit modes', () => {
     component.dialogMode.set(EditDialogMode.CREATE)
     const createTitleSpy = jest.spyOn(component, 'getCreateTitle')

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

@@ -6,7 +6,7 @@ import {
   FormsModule,
   ReactiveFormsModule,
 } from '@angular/forms'
-import { first, map } from 'rxjs'
+import { catchError, first, map, of } from 'rxjs'
 import { EditDialogComponent } from 'src/app/components/common/edit-dialog/edit-dialog.component'
 import { Group } from 'src/app/data/group'
 import { User } from 'src/app/data/user'
@@ -42,7 +42,13 @@ export class UserEditDialogComponent
   private readonly groupsService = inject(GroupService)
 
   readonly groups = toSignal(
-    this.groupsService.listAll().pipe(map((result) => result.results)),
+    this.groupsService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => {
+        this.toastService.showError($localize`Error retrieving groups`, error)
+        return of([])
+      })
+    ),
     { initialValue: undefined as Group[] }
   )
   readonly passwordIsSet = signal(false)

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

@@ -11,7 +11,7 @@ import {
 } from '@angular/forms'
 import { NgbActiveModal, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgSelectModule } from '@ng-select/ng-select'
-import { of } from 'rxjs'
+import { of, throwError } from 'rxjs'
 import { CustomFieldQueriesModel } from 'src/app/components/common/custom-fields-query-dropdown/custom-fields-query-dropdown.component'
 import { CustomFieldDataType } from 'src/app/data/custom-field'
 import { CustomFieldQueryLogicalOperator } from 'src/app/data/custom-field-query'
@@ -39,6 +39,7 @@ import { DocumentTypeService } from 'src/app/services/rest/document-type.service
 import { MailRuleService } from 'src/app/services/rest/mail-rule.service'
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { SettingsService } from 'src/app/services/settings.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { CustomFieldQueryExpression } from 'src/app/utils/custom-field-query-element'
 import { ConfirmButtonComponent } from '../../confirm-button/confirm-button.component'
 import { NumberComponent } from '../../input/number/number.component'
@@ -206,6 +207,44 @@ describe('WorkflowEditDialogComponent', () => {
     settingsService.set(SETTINGS_KEYS.AI_ENABLED, ai)
   }
 
+  it('should use empty related object lists when access is forbidden', () => {
+    const forbidden = () => throwError(() => new Error('Forbidden'))
+    const toastSpy = jest.spyOn(TestBed.inject(ToastService), 'showError')
+    jest
+      .spyOn(TestBed.inject(CorrespondentService), 'listAll')
+      .mockReturnValue(forbidden())
+    jest
+      .spyOn(TestBed.inject(DocumentTypeService), 'listAll')
+      .mockReturnValue(forbidden())
+    jest
+      .spyOn(TestBed.inject(StoragePathService), 'listAll')
+      .mockReturnValue(forbidden())
+    jest
+      .spyOn(TestBed.inject(MailRuleService), 'listAll')
+      .mockReturnValue(forbidden())
+    jest
+      .spyOn(TestBed.inject(CustomFieldsService), 'listAll')
+      .mockReturnValue(forbidden())
+
+    const forbiddenFixture = TestBed.createComponent(
+      WorkflowEditDialogComponent
+    )
+    const forbiddenComponent = forbiddenFixture.componentInstance
+
+    expect(forbiddenComponent.correspondents()).toEqual([])
+    expect(forbiddenComponent.documentTypes()).toEqual([])
+    expect(forbiddenComponent.storagePaths()).toEqual([])
+    expect(forbiddenComponent.mailRules()).toEqual([])
+    expect(forbiddenComponent.customFields()).toEqual([])
+    expect(forbiddenComponent.dateCustomFields()).toEqual([])
+    expect(() => forbiddenFixture.detectChanges()).not.toThrow()
+    expect(toastSpy).toHaveBeenCalledTimes(1)
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Some workflow options could not be loaded.',
+      expect.any(Error)
+    )
+  })
+
   it('should support create and edit modes, support adding triggers and actions on new workflow', () => {
     component.dialogMode.set(EditDialogMode.CREATE)
     const createTitleSpy = jest.spyOn(component, 'getCreateTitle')

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

@@ -16,7 +16,7 @@ import {
 } from '@angular/forms'
 import { NgbAccordionModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
-import { Subscription, map, takeUntil } from 'rxjs'
+import { Subscription, catchError, map, of, takeUntil } from 'rxjs'
 import { Correspondent } from 'src/app/data/correspondent'
 import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
 import { DocumentType } from 'src/app/data/document-type'
@@ -48,6 +48,7 @@ import { StoragePathService } from 'src/app/services/rest/storage-path.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { WorkflowService } from 'src/app/services/rest/workflow.service'
 import { SettingsService } from 'src/app/services/settings.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { CustomFieldQueryExpression } from 'src/app/utils/custom-field-query-element'
 import { ConfirmButtonComponent } from '../../confirm-button/confirm-button.component'
 import {
@@ -512,26 +513,43 @@ export class WorkflowEditDialogComponent
   private readonly storagePathService = inject(StoragePathService)
   private readonly mailRuleService = inject(MailRuleService)
   private readonly customFieldsService = inject(CustomFieldsService)
+  private readonly toastService = inject(ToastService)
+  private relatedObjectLoadErrorShown = false
 
   readonly templates = signal<Workflow[]>(undefined)
   readonly correspondents = toSignal(
-    this.correspondentService.listAll().pipe(map((result) => result.results)),
+    this.correspondentService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => this.handleRelatedObjectLoadError(error))
+    ),
     { initialValue: undefined as Correspondent[] }
   )
   readonly documentTypes = toSignal(
-    this.documentTypeService.listAll().pipe(map((result) => result.results)),
+    this.documentTypeService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => this.handleRelatedObjectLoadError(error))
+    ),
     { initialValue: undefined as DocumentType[] }
   )
   readonly storagePaths = toSignal(
-    this.storagePathService.listAll().pipe(map((result) => result.results)),
+    this.storagePathService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => this.handleRelatedObjectLoadError(error))
+    ),
     { initialValue: undefined as StoragePath[] }
   )
   readonly mailRules = toSignal(
-    this.mailRuleService.listAll().pipe(map((result) => result.results)),
+    this.mailRuleService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => this.handleRelatedObjectLoadError(error))
+    ),
     { initialValue: undefined as MailRule[] }
   )
   readonly customFields = toSignal(
-    this.customFieldsService.listAll().pipe(map((result) => result.results)),
+    this.customFieldsService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => this.handleRelatedObjectLoadError(error))
+    ),
     { initialValue: undefined as CustomField[] }
   )
   readonly dateCustomFields = computed(() =>
@@ -545,6 +563,17 @@ export class WorkflowEditDialogComponent
     SETTINGS_KEYS.AI_ENABLED
   )
 
+  private handleRelatedObjectLoadError(error) {
+    if (!this.relatedObjectLoadErrorShown) {
+      this.relatedObjectLoadErrorShown = true
+      this.toastService.showError(
+        $localize`Some workflow options could not be loaded.`,
+        error
+      )
+    }
+    return of([])
+  }
+
   expandedItem: number = null
 
   private readonly triggerFilterOptionsMap = new WeakMap<

src-ui/src/app/components/common/input/permissions/permissions-group/permissions-group.component.spec.ts

@@ -7,8 +7,9 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { NgSelectModule } from '@ng-select/ng-select'
-import { of } from 'rxjs'
+import { of, throwError } from 'rxjs'
 import { GroupService } from 'src/app/services/rest/group.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { PermissionsGroupComponent } from './permissions-group.component'
 
 describe('PermissionsGroupComponent', () => {
@@ -60,4 +61,19 @@ describe('PermissionsGroupComponent', () => {
     expect(component.value).toEqual({ id: 2, name: 'Group 2' })
     expect(groupServiceSpy).toHaveBeenCalled()
   })
+
+  it('should use an empty group list when retrieval fails', () => {
+    const toastSpy = jest.spyOn(TestBed.inject(ToastService), 'showError')
+    groupServiceSpy.mockReturnValue(throwError(() => new Error('Forbidden')))
+
+    const failedFixture = TestBed.createComponent(PermissionsGroupComponent)
+    const failedComponent = failedFixture.componentInstance
+
+    expect(failedComponent.groups()).toEqual([])
+    expect(() => failedFixture.detectChanges()).not.toThrow()
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Error retrieving groups',
+      expect.any(Error)
+    )
+  })
 })

src-ui/src/app/components/common/input/permissions/permissions-group/permissions-group.component.ts

@@ -6,9 +6,10 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { NgSelectComponent } from '@ng-select/ng-select'
-import { map } from 'rxjs/operators'
+import { catchError, map, of } from 'rxjs'
 import { Group } from 'src/app/data/group'
 import { GroupService } from 'src/app/services/rest/group.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { AbstractInputComponent } from '../../abstract-input'
 
 @Component({
@@ -26,8 +27,15 @@ import { AbstractInputComponent } from '../../abstract-input'
 })
 export class PermissionsGroupComponent extends AbstractInputComponent<Group> {
   private readonly groupService = inject(GroupService)
+  private readonly toastService = inject(ToastService)
   readonly groups = toSignal(
-    this.groupService.listAll().pipe(map((result) => result.results)),
+    this.groupService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => {
+        this.toastService.showError($localize`Error retrieving groups`, error)
+        return of([])
+      })
+    ),
     { initialValue: undefined as Group[] }
   )
 }

src-ui/src/app/components/common/input/permissions/permissions-user/permissions-user.component.spec.ts

@@ -7,8 +7,9 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { NgSelectModule } from '@ng-select/ng-select'
-import { of } from 'rxjs'
+import { of, throwError } from 'rxjs'
 import { UserService } from 'src/app/services/rest/user.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { PermissionsUserComponent } from './permissions-user.component'
 
 describe('PermissionsUserComponent', () => {
@@ -60,4 +61,19 @@ describe('PermissionsUserComponent', () => {
     expect(component.value).toEqual({ id: 2, name: 'User 2' })
     expect(userServiceSpy).toHaveBeenCalled()
   })
+
+  it('should use an empty user list when retrieval fails', () => {
+    const toastSpy = jest.spyOn(TestBed.inject(ToastService), 'showError')
+    userServiceSpy.mockReturnValue(throwError(() => new Error('Forbidden')))
+
+    const failedFixture = TestBed.createComponent(PermissionsUserComponent)
+    const failedComponent = failedFixture.componentInstance
+
+    expect(failedComponent.users()).toEqual([])
+    expect(() => failedFixture.detectChanges()).not.toThrow()
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Error retrieving users',
+      expect.any(Error)
+    )
+  })
 })

src-ui/src/app/components/common/input/permissions/permissions-user/permissions-user.component.ts

@@ -6,9 +6,10 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { NgSelectComponent } from '@ng-select/ng-select'
-import { map } from 'rxjs/operators'
+import { catchError, map, of } from 'rxjs'
 import { User } from 'src/app/data/user'
 import { UserService } from 'src/app/services/rest/user.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { AbstractInputComponent } from '../../abstract-input'
 
 @Component({
@@ -26,8 +27,15 @@ import { AbstractInputComponent } from '../../abstract-input'
 })
 export class PermissionsUserComponent extends AbstractInputComponent<User[]> {
   private readonly userService = inject(UserService)
+  private readonly toastService = inject(ToastService)
   readonly users = toSignal(
-    this.userService.listAll().pipe(map((result) => result.results)),
+    this.userService.listAll().pipe(
+      map((result) => result.results),
+      catchError((error) => {
+        this.toastService.showError($localize`Error retrieving users`, error)
+        return of([])
+      })
+    ),
     { initialValue: undefined as User[] }
   )
 }

src-ui/src/app/components/common/permissions-dialog/permissions-dialog.component.spec.ts

@@ -4,8 +4,9 @@ import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { NgbActiveModal, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgSelectModule } from '@ng-select/ng-select'
-import { of } from 'rxjs'
+import { of, throwError } from 'rxjs'
 import { UserService } from 'src/app/services/rest/user.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { PermissionsFormComponent } from '../input/permissions/permissions-form/permissions-form.component'
 import { PermissionsGroupComponent } from '../input/permissions/permissions-group/permissions-group.component'
 import { PermissionsUserComponent } from '../input/permissions/permissions-user/permissions-user.component'
@@ -77,6 +78,23 @@ describe('PermissionsDialogComponent', () => {
     fixture.detectChanges()
   })
 
+  it('should use an empty user list when retrieval fails', () => {
+    const toastSpy = jest.spyOn(TestBed.inject(ToastService), 'showError')
+    jest
+      .spyOn(TestBed.inject(UserService), 'listAll')
+      .mockReturnValue(throwError(() => new Error('Forbidden')))
+
+    const failedFixture = TestBed.createComponent(PermissionsDialogComponent)
+    const failedComponent = failedFixture.componentInstance
+
+    expect(failedComponent.users()).toEqual([])
+    expect(() => failedFixture.detectChanges()).not.toThrow()
+    expect(toastSpy).toHaveBeenCalledWith(
+      'Error retrieving users',
+      expect.any(Error)
+    )
+  })
+
   it('should return permissions', () => {
     expect(component.permissions).toEqual({
       owner: null,

src-ui/src/app/components/common/permissions-dialog/permissions-dialog.component.ts

@@ -14,10 +14,11 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
-import { map } from 'rxjs'
+import { catchError, map, of } from 'rxjs'
 import { ObjectWithPermissions } from 'src/app/data/object-with-permissions'
 import { User } from 'src/app/data/user'
 import { UserService } from 'src/app/services/rest/user.service'
+import { ToastService } from 'src/app/services/toast.service'
 import { PermissionsFormComponent } from '../input/permissions/permissions-form/permissions-form.component'
 import { SwitchComponent } from '../input/switch/switch.component'
 
@@ -35,9 +36,16 @@ import { SwitchComponent } from '../input/switch/switch.component'
 export class PermissionsDialogComponent {
   activeModal = inject(NgbActiveModal)
   private userService = inject(UserService)
+  private toastService = inject(ToastService)
 
   readonly users = toSignal(
-    this.userService.listAll().pipe(map((r) => r.results)),
+    this.userService.listAll().pipe(
+      map((r) => r.results),
+      catchError((error) => {
+        this.toastService.showError($localize`Error retrieving users`, error)
+        return of([])
+      })
+    ),
     { initialValue: undefined as User[] }
   )
   readonly title = signal($localize`Set permissions`)

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

@@ -1473,6 +1473,35 @@ describe('DocumentDetailComponent', () => {
     })
   })
 
+  it('should not automatically get suggestions if auto-suggest is disabled', () => {
+    settingsService.set(SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST, false)
+    const suggestionsSpy = jest.spyOn(documentService, 'getSuggestions')
+    suggestionsSpy.mockReturnValue(of({ tags: [42] }))
+    initNormally()
+    expect(suggestionsSpy).not.toHaveBeenCalled()
+
+    // still available on demand
+    component.getSuggestions()
+    expect(suggestionsSpy).toHaveBeenCalled()
+  })
+
+  it('should not automatically get AI suggestions if auto-suggest is disabled', () => {
+    settingsService.set(SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST, false)
+    const getSetting = settingsService.get.bind(settingsService)
+    jest
+      .spyOn(settingsService, 'get')
+      .mockImplementation((key) =>
+        key === SETTINGS_KEYS.AI_ENABLED ? true : getSetting(key)
+      )
+    const aiSuggestionsSpy = jest.spyOn(documentService, 'getAiSuggestions')
+    aiSuggestionsSpy.mockReturnValue(of({ tags: [42] }))
+    initNormally()
+    expect(aiSuggestionsSpy).not.toHaveBeenCalled()
+
+    component.getSuggestions()
+    expect(aiSuggestionsSpy).toHaveBeenCalled()
+  })
+
   it('should reset the suggestions loading state if the document changes mid-request', () => {
     const getSetting = settingsService.get.bind(settingsService)
     jest

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

@@ -237,6 +237,9 @@ export class DocumentDetailComponent
     this.settings.getSignal<boolean>(
       SETTINGS_KEYS.DOCUMENT_EDITING_OVERLAY_THUMBNAIL
     )
+  private readonly autoSuggestSetting = this.settings.getSignal<boolean>(
+    SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST
+  )
   private readonly hiddenFieldsSetting = this.settings.getSignal<
     DocumentDetailFieldID[]
   >(SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS)
@@ -357,6 +360,10 @@ export class DocumentDetailComponent
     return this.aiEnabledSetting()
   }
 
+  get autoSuggest(): boolean {
+    return this.autoSuggestSetting()
+  }
+
   get archiveContentRenderType(): ContentRenderType {
     const hasArchiveVersion =
       this.metadata()?.has_archive_version ??
@@ -904,6 +911,7 @@ export class DocumentDetailComponent
     this.updateFormForCustomFields()
     this.loadMetadataForSelectedVersion()
     if (
+      this.autoSuggest &&
       this.permissionsService.currentUserHasObjectPermissions(
         PermissionAction.Change,
         doc

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

@@ -10,7 +10,7 @@
             }
           </div>
         </div>
-        @if (textFilterTarget === 'asn') {
+        @if (textFilterTarget === 'asn' || textFilterTarget === 'duplicates') {
           <select class="form-select flex-grow-0 w-auto" [(ngModel)]="textFilterModifier" (change)="textFilterModifierChange()">
             @for (m of textFilterModifiers; track m) {
               <option ngbDropdownItem [value]="m.id">{{m.label}}</option>
@@ -23,7 +23,7 @@
           </button>
         }
         <input #textFilterInput class="form-control form-control-sm" type="text"
-        [disabled]="textFilterModifierIsNull"
+        [disabled]="textFilterInputDisabled"
         [(ngModel)]="textFilter"
         (keydown)="textFilterKeydown($event)"
         [ngbTypeahead]="searchAutoComplete"

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

@@ -53,6 +53,7 @@ import {
   FILTER_HAS_CUSTOM_FIELDS_ALL,
   FILTER_HAS_CUSTOM_FIELDS_ANY,
   FILTER_HAS_DOCUMENT_TYPE_ANY,
+  FILTER_HAS_DUPLICATES,
   FILTER_HAS_STORAGE_PATH_ANY,
   FILTER_HAS_TAGS_ALL,
   FILTER_HAS_TAGS_ANY,
@@ -427,6 +428,38 @@ describe('FilterEditorComponent', () => {
     expect(component.textFilterTarget).toEqual('mime-type') // TEXT_FILTER_TARGET_MIME_TYPE
   })
 
+  it('should ingest filter rules for documents with duplicates', () => {
+    component.filterRules = [
+      {
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: 'true',
+      },
+    ]
+    fixture.detectChanges()
+
+    expect(component.textFilterTarget).toEqual('duplicates')
+    expect(component.textFilterModifier).toEqual('has-duplicates')
+    expect(component.textFilterInputDisabled).toBeTruthy()
+  })
+
+  it('should ingest filter rules for documents without duplicates', () => {
+    component.filterRules = [
+      {
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: 'false',
+      },
+    ]
+
+    expect(component.textFilterTarget).toEqual('duplicates')
+    expect(component.textFilterModifier).toEqual('does-not-have-duplicates')
+    expect(component.filterRules).toEqual([
+      {
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: 'false',
+      },
+    ])
+  })
+
   it('should ingest text filter rules for fulltext query', () => {
     expect(component.textFilter).toEqual(null)
     component.filterRules = [
@@ -1390,6 +1423,33 @@ describe('FilterEditorComponent', () => {
     ])
   })
 
+  it('should convert duplicate target input to the correct filter rule', () => {
+    const textFieldTargetDropdown = fixture.debugElement.queryAll(
+      By.directive(NgbDropdownItem)
+    )[5]
+    textFieldTargetDropdown.triggerEventHandler('click')
+    fixture.detectChanges()
+
+    expect(component.textFilterTarget).toEqual('duplicates')
+    expect(component.filterRules).toEqual([
+      {
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: 'true',
+      },
+    ])
+
+    const textFieldModifierSelect = fixture.debugElement.query(By.css('select'))
+    textFieldModifierSelect.nativeElement.value = 'does-not-have-duplicates'
+    textFieldModifierSelect.nativeElement.dispatchEvent(new Event('change'))
+    fixture.detectChanges()
+    expect(component.filterRules).toEqual([
+      {
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: 'false',
+      },
+    ])
+  })
+
   it('should convert user input to correct filter rules on full text query', () => {
     component.textFilterInput.nativeElement.value = 'foo'
     component.textFilterInput.nativeElement.dispatchEvent(new Event('input'))
@@ -2178,6 +2238,22 @@ describe('FilterEditorComponent', () => {
     ]
     expect(component.generateFilterName()).toEqual('Without any tag')
 
+    component.filterRules = [
+      {
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: 'true',
+      },
+    ]
+    expect(component.generateFilterName()).toEqual('With duplicates')
+
+    component.filterRules = [
+      {
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: 'false',
+      },
+    ]
+    expect(component.generateFilterName()).toEqual('Without duplicates')
+
     component.filterRules = [
       {
         rule_type: FILTER_CUSTOM_FIELDS_QUERY,

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

@@ -65,6 +65,7 @@ import {
   FILTER_HAS_CUSTOM_FIELDS_ALL,
   FILTER_HAS_CUSTOM_FIELDS_ANY,
   FILTER_HAS_DOCUMENT_TYPE_ANY,
+  FILTER_HAS_DUPLICATES,
   FILTER_HAS_STORAGE_PATH_ANY,
   FILTER_HAS_TAGS_ALL,
   FILTER_HAS_TAGS_ANY,
@@ -129,12 +130,15 @@ const TEXT_FILTER_TARGET_FULLTEXT_QUERY = 'fulltext-query'
 const TEXT_FILTER_TARGET_FULLTEXT_MORELIKE = 'fulltext-morelike'
 const TEXT_FILTER_TARGET_CUSTOM_FIELDS = 'custom-fields'
 const TEXT_FILTER_TARGET_MIME_TYPE = 'mime-type'
+const TEXT_FILTER_TARGET_DUPLICATES = 'duplicates'
 
 const TEXT_FILTER_MODIFIER_EQUALS = 'equals'
 const TEXT_FILTER_MODIFIER_NULL = 'is null'
 const TEXT_FILTER_MODIFIER_NOTNULL = 'not null'
 const TEXT_FILTER_MODIFIER_GT = 'greater'
 const TEXT_FILTER_MODIFIER_LT = 'less'
+const TEXT_FILTER_MODIFIER_HAS_DUPLICATES = 'has-duplicates'
+const TEXT_FILTER_MODIFIER_DOES_NOT_HAVE_DUPLICATES = 'does-not-have-duplicates'
 
 const RELATIVE_DATE_QUERY_REGEXP_CREATED = /created:[\["]([^\]]+)[\]"]/g
 const RELATIVE_DATE_QUERY_REGEXP_ADDED = /added:[\["]([^\]]+)[\]"]/g
@@ -205,6 +209,7 @@ const DEFAULT_TEXT_FILTER_TARGET_OPTIONS = [
     id: TEXT_FILTER_TARGET_FULLTEXT_QUERY,
     name: $localize`Advanced search`,
   },
+  { id: TEXT_FILTER_TARGET_DUPLICATES, name: $localize`Duplicates` },
 ]
 
 const DEPRECATED_CUSTOM_FIELDS_TEXT_FILTER_TARGET_OPTION = {
@@ -241,6 +246,17 @@ const DEFAULT_TEXT_FILTER_MODIFIER_OPTIONS = [
   },
 ]
 
+const DUPLICATES_FILTER_MODIFIER_OPTIONS = [
+  {
+    id: TEXT_FILTER_MODIFIER_HAS_DUPLICATES,
+    label: $localize`exist`,
+  },
+  {
+    id: TEXT_FILTER_MODIFIER_DOES_NOT_HAVE_DUPLICATES,
+    label: $localize`do not exist`,
+  },
+]
+
 @Component({
   selector: 'pngx-filter-editor',
   templateUrl: './filter-editor.component.html',
@@ -320,6 +336,12 @@ export class FilterEditorComponent
           if (rule.value == 'false') {
             return $localize`Without any tag`
           }
+          break
+
+        case FILTER_HAS_DUPLICATES:
+          return rule.value == 'false'
+            ? $localize`Without duplicates`
+            : $localize`With duplicates`
 
         case FILTER_CUSTOM_FIELDS_QUERY:
           return $localize`Custom fields query`
@@ -390,7 +412,9 @@ export class FilterEditorComponent
   public textFilterModifier: string
 
   get textFilterModifiers() {
-    return DEFAULT_TEXT_FILTER_MODIFIER_OPTIONS
+    return this.textFilterTarget === TEXT_FILTER_TARGET_DUPLICATES
+      ? DUPLICATES_FILTER_MODIFIER_OPTIONS
+      : DEFAULT_TEXT_FILTER_MODIFIER_OPTIONS
   }
 
   get textFilterModifierIsNull(): boolean {
@@ -399,6 +423,13 @@ export class FilterEditorComponent
     )
   }
 
+  get textFilterInputDisabled(): boolean {
+    return (
+      this.textFilterModifierIsNull ||
+      this.textFilterTarget === TEXT_FILTER_TARGET_DUPLICATES
+    )
+  }
+
   tagSelectionModel = new FilterableDropdownSelectionModel(true)
   correspondentSelectionModel = new FilterableDropdownSelectionModel()
   documentTypeSelectionModel = new FilterableDropdownSelectionModel()
@@ -444,6 +475,7 @@ export class FilterEditorComponent
     this.customFieldQueriesModel.clear(false)
     this._textFilter = null
     this._moreLikeId = null
+    this.textFilterTarget = TEXT_FILTER_TARGET_TITLE_CONTENT
     this.dateAddedTo = null
     this.dateAddedFrom = null
     this.dateCreatedTo = null
@@ -477,6 +509,13 @@ export class FilterEditorComponent
           this.textFilterTarget = TEXT_FILTER_TARGET_MIME_TYPE
           this._textFilter = rule.value
           break
+        case FILTER_HAS_DUPLICATES:
+          this.textFilterTarget = TEXT_FILTER_TARGET_DUPLICATES
+          this.textFilterModifier =
+            rule.value == 'false' || rule.value == '0'
+              ? TEXT_FILTER_MODIFIER_DOES_NOT_HAVE_DUPLICATES
+              : TEXT_FILTER_MODIFIER_HAS_DUPLICATES
+          break
         case FILTER_FULLTEXT_QUERY:
           let allQueryArgs = rule.value.split(',')
           let textQueryArgs = []
@@ -800,6 +839,14 @@ export class FilterEditorComponent
         value: this._textFilter.trim(),
       })
     }
+    if (this.textFilterTarget == TEXT_FILTER_TARGET_DUPLICATES) {
+      filterRules.push({
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: (
+          this.textFilterModifier == TEXT_FILTER_MODIFIER_HAS_DUPLICATES
+        ).toString(),
+      })
+    }
     if (this._textFilter && this.textFilterTarget == TEXT_FILTER_TARGET_TITLE) {
       filterRules.push({
         rule_type: FILTER_SIMPLE_TITLE,
@@ -1163,7 +1210,7 @@ export class FilterEditorComponent
   }
 
   get textFilter() {
-    return this.textFilterModifierIsNull ? '' : this._textFilter
+    return this.textFilterInputDisabled ? '' : this._textFilter
   }
 
   set textFilter(value) {
@@ -1363,12 +1410,24 @@ export class FilterEditorComponent
       this._textFilter = ''
     }
     this.textFilterTarget = target
+    if (target == TEXT_FILTER_TARGET_DUPLICATES) {
+      this._textFilter = ''
+      this.textFilterModifier = TEXT_FILTER_MODIFIER_HAS_DUPLICATES
+    } else if (
+      [
+        TEXT_FILTER_MODIFIER_HAS_DUPLICATES,
+        TEXT_FILTER_MODIFIER_DOES_NOT_HAVE_DUPLICATES,
+      ].includes(this.textFilterModifier)
+    ) {
+      this.textFilterModifier = TEXT_FILTER_MODIFIER_EQUALS
+    }
     this.textFilterInput.nativeElement.focus()
     this.updateRules()
   }
 
   textFilterModifierChange() {
     if (
+      this.textFilterTarget == TEXT_FILTER_TARGET_DUPLICATES ||
       this.textFilterModifierIsNull ||
       ([
         TEXT_FILTER_MODIFIER_EQUALS,

src-ui/src/app/data/filter-rule-type.ts

@@ -49,6 +49,7 @@ export const FILTER_MODIFIED_AFTER = 16
 export const FILTER_TITLE_CONTENT = 19 // Deprecated in favor of Tantivy-backed `text` filtervar. Keep for now for existing saved views
 export const FILTER_SIMPLE_TITLE = 48
 export const FILTER_SIMPLE_TEXT = 49
+export const FILTER_HAS_DUPLICATES = 50
 export const FILTER_FULLTEXT_QUERY = 20
 export const FILTER_FULLTEXT_MORELIKE = 21
 
@@ -382,6 +383,13 @@ export const FILTER_RULE_TYPES: FilterRuleType[] = [
     datatype: 'string',
     multi: false,
   },
+  {
+    id: FILTER_HAS_DUPLICATES,
+    filtervar: 'has_duplicates',
+    datatype: 'boolean',
+    multi: false,
+    default: true,
+  },
 ]
 
 export interface FilterRuleType {

src-ui/src/app/data/paperless-config.ts

@@ -422,6 +422,7 @@ export const PaperlessConfigOptions: ConfigOption[] = [
 ]
 
 export interface PaperlessConfig extends ObjectWithId {
+  externally_configured_variables: string[]
   output_type: OutputTypeConfig
   pages: number
   language: string

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

@@ -84,6 +84,8 @@ export const SETTINGS_KEYS = {
     'general-settings:document-editing:remove-inbox-tags',
   DOCUMENT_EDITING_OVERLAY_THUMBNAIL:
     'general-settings:document-editing:overlay-thumbnail',
+  DOCUMENT_EDITING_AUTO_SUGGEST:
+    'general-settings:document-editing:auto-suggest',
   DOCUMENT_DETAILS_HIDDEN_FIELDS:
     'general-settings:document-details:hidden-fields',
   SEARCH_DB_ONLY: 'general-settings:search:db-only',
@@ -300,6 +302,11 @@ export const SETTINGS: UiSetting[] = [
     type: 'boolean',
     default: true,
   },
+  {
+    key: SETTINGS_KEYS.DOCUMENT_EDITING_AUTO_SUGGEST,
+    type: 'boolean',
+    default: true,
+  },
   {
     key: SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS,
     type: 'array',

src-ui/src/app/utils/query-params.spec.ts

@@ -7,6 +7,7 @@ import {
   FILTER_HAS_ANY_TAG,
   FILTER_HAS_CUSTOM_FIELDS_ALL,
   FILTER_HAS_CUSTOM_FIELDS_ANY,
+  FILTER_HAS_DUPLICATES,
   FILTER_HAS_TAGS_ALL,
   FILTER_SIMPLE_TEXT,
   FILTER_SIMPLE_TITLE,
@@ -132,6 +133,16 @@ describe('QueryParams Utils', () => {
       is_tagged: 0,
     })
 
+    params = queryParamsFromFilterRules([
+      {
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: 'false',
+      },
+    ])
+    expect(params).toEqual({
+      has_duplicates: 0,
+    })
+
     params = queryParamsFromFilterRules([
       {
         rule_type: FILTER_TITLE_CONTENT,
@@ -247,6 +258,18 @@ describe('QueryParams Utils', () => {
       },
     ])
 
+    rules = filterRulesFromQueryParams(
+      convertToParamMap({
+        has_duplicates: 'true',
+      })
+    )
+    expect(rules).toEqual([
+      {
+        rule_type: FILTER_HAS_DUPLICATES,
+        value: 'true',
+      },
+    ])
+
     rules = filterRulesFromQueryParams(
       convertToParamMap({
         correspondent__isnull: '1',

src-ui/src/assets/logo-dark-notext.svg

@@ -1,3 +0,0 @@
-<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 198.4 238.9" style="enable-background:new 0 0 198.4 238.9" xml:space="preserve">
-  <path d="M194.7 0C164.211 70.943 17.64 79.733 64.55 194.06c.59 1.468-10.848 17-18.47 29.897-1.758-6.453-3.816-13.486-3.516-14.075 38.109-45.141-27.26-70.643-30.776-107.583-16.423 29.318-22.286 80.623 27.25 110.23.29 0 2.637 11.138 3.816 16.712-1.169 2.348-2.348 4.695-2.927 6.454-1.168 2.926 7.622 2.637 7.622 3.226.879-.29 21.697-36.94 22.276-37.23C187.667 174.711 208.485 68.596 194.699 0zm-60.096 74.749c-55.11 49.246-64.49 85.897-62.732 103.777-18.47-43.682 35.772-91.76 62.732-103.777zM28.2 145.102c10.548 9.67 28.14 39.278 13.196 56.58 3.506-7.912 4.684-25.793-13.196-56.58z"/>
-</svg>

src-ui/src/assets/logo-dark.svg

@@ -1,4 +0,0 @@
-<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 2897.4 896.6" style="enable-background:new 0 0 2897.4 896.6" xml:space="preserve">
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-  <path d="M140 713.7c-3.4-16.4-10.3-49.1-11.2-49.1C-16.9 577.5.4 426.6 48.6 340.4 59 449 251.2 524 139.1 656.8c-.9 1.7 5.2 22.4 10.3 41.4 22.4-37.9 56-83.6 54.3-87.9C65.9 273.9 496.9 248.1 586.6 39.4c40.5 201.8-20.7 513.9-367.2 593.2-1.7.9-62.9 108.6-65.5 109.5 0-1.7-25.9-.9-22.4-9.5 1.6-5.2 5.1-12 8.5-18.9zm-4.3-81.1c44-50.9-7.8-137.9-38.8-166.4 52.6 90.5 49.1 143.1 38.8 166.4z" style="fill:#17541f"/>
-</svg>

src-ui/src/assets/logo-notext.svg

@@ -1,3 +0,0 @@
-<svg xmlns="http://www.w3.org/2000/svg" width="264.567" height="318.552" viewBox="0 0 70 84.284">
-  <path style="fill:#17541f;stroke-width:1.10017" d="M752.438 82.365C638.02 348.605 87.938 381.61 263.964 810.674c2.2 5.5-40.706 63.81-69.31 112.217-6.602-24.204-14.304-50.607-13.204-52.807C324.473 700.658 79.136 604.944 65.934 466.322 4.324 576.34-17.678 768.868 168.25 879.984c1.1 0 9.902 41.808 14.303 62.711-4.4 8.802-8.802 17.602-11.002 24.203-4.4 11.002 28.603 9.902 28.603 12.102 3.3-1.1 81.413-138.62 83.614-139.72 442.267-101.216 520.377-499.476 468.67-756.915ZM526.904 362.906c-206.831 184.828-242.036 322.35-235.435 389.46-69.31-163.926 134.22-344.353 235.435-389.46ZM127.543 626.947c39.606 36.306 105.616 147.422 49.508 212.332 13.202-29.704 17.602-96.814-49.508-212.332z" transform="matrix(.094 0 0 .094 -2.042 -7.742)" fill="#17541F"/>
-</svg>

src-ui/src/assets/logo-white-notext.svg

@@ -1,3 +0,0 @@
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-</svg>

src-ui/src/assets/logo.svg

@@ -1,4 +0,0 @@
-<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 2897.4 896.6" style="enable-background:new 0 0 2897.4 896.6" xml:space="preserve">
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-  <path d="M140 713.7c-3.4-16.4-10.3-49.1-11.2-49.1C-16.9 577.5.4 426.6 48.6 340.4 59 449 251.2 524 139.1 656.8c-.9 1.7 5.2 22.4 10.3 41.4 22.4-37.9 56-83.6 54.3-87.9C65.9 273.9 496.9 248.1 586.6 39.4c40.5 201.8-20.7 513.9-367.2 593.2-1.7.9-62.9 108.6-65.5 109.5 0-1.7-25.9-.9-22.4-9.5 1.6-5.2 5.1-12 8.5-18.9zm-4.3-81.1c44-50.9-7.8-137.9-38.8-166.4 52.6 90.5 49.1 143.1 38.8 166.4z" style="fill:#17541f"/>
-</svg>

src-ui/src/index.html

@@ -8,7 +8,6 @@
   <meta name="color-scheme" content="dark light">
   <meta name="theme-color" content="#17541f" />
   <link rel="manifest" href="manifest.webmanifest">
-  <link rel="icon" type="image/x-icon" href="favicon.ico">
   <link rel="apple-touch-icon" href="apple-touch-icon.png">
 </head>
 <body>

src-ui/src/manifest.webmanifest

@@ -4,12 +4,20 @@
   "display": "standalone",
   "icons": [
     {
-      "src": "favicon.ico",
+      "src": "icon-192.png",
-      "sizes": "256x256"
+      "sizes": "192x192",
+      "type": "image/png"
     },
     {
-      "src": "assets/logo-notext.svg",
+      "src": "icon-512.png",
-      "sizes": "any"
+      "sizes": "512x512",
+      "type": "image/png"
+    },
+    {
+      "src": "icon-512-maskable.png",
+      "sizes": "512x512",
+      "type": "image/png",
+      "purpose": "maskable"
     }
   ],
   "name": "Paperless-ngx",

src/documents/consumer.py

@@ -52,6 +52,7 @@ from documents.templating.workflows import parse_w_workflow_placeholders
 from documents.utils import compute_checksum
 from documents.utils import copy_basic_file_stats
 from documents.utils import copy_file_with_basic_stats
+from documents.utils import normalize_unicode
 from documents.utils import run_subprocess
 from paperless.config import OcrConfig
 from paperless.config import RemoteOCRConfig
@@ -201,7 +202,9 @@ class ConsumerPluginMixin:
 
         self.renew_logging_group()
 
-        self.filename = self.metadata.filename or self.input_doc.original_file.name
+        self.filename = normalize_unicode(
+            self.metadata.filename or self.input_doc.original_file.name,
+        )
 
     def _send_progress(
         self,

src/documents/filters.py

@@ -12,7 +12,6 @@ from typing import TYPE_CHECKING
 from typing import Any
 
 from django.contrib.contenttypes.models import ContentType
-from django.core.exceptions import FieldError
 from django.db.models import Case
 from django.db.models import CharField
 from django.db.models import Count
@@ -25,6 +24,7 @@ from django.db.models import Sum
 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.translation import gettext_lazy as _
 from django_filters import DateFilter
 from django_filters.rest_framework import BooleanFilter
@@ -50,7 +50,9 @@ from documents.models import ShareLink
 from documents.models import ShareLinkBundle
 from documents.models import StoragePath
 from documents.models import Tag
+from documents.permissions import permitted_document_ids
 from documents.permissions import permitted_object_ids
+from documents.versioning import annotate_effective_content
 
 if TYPE_CHECKING:
     from collections.abc import Callable
@@ -180,14 +182,9 @@ class TitleContentFilter(Filter):
             logger.warning(
                 "Deprecated document filter parameter 'title_content' used; use `text` instead.",
             )
-            try:
+            return annotate_effective_content(qs).filter(
-                return qs.filter(
+                Q(title__icontains=value) | Q(effective_content__icontains=value),
-                    Q(title__icontains=value) | Q(effective_content__icontains=value),
+            )
-                )
-            except FieldError:
-                return qs.filter(
-                    Q(title__icontains=value) | Q(content__icontains=value),
-                )
         else:
             return qs
 
@@ -198,14 +195,9 @@ class EffectiveContentFilter(Filter):
         value = value.strip() if isinstance(value, str) else value
         if not value:
             return qs
-        try:
+        return annotate_effective_content(qs).filter(
-            return qs.filter(
+            **{f"effective_content__{self.lookup_expr}": value},
-                **{f"effective_content__{self.lookup_expr}": value},
+        )
-            )
-        except FieldError:
-            return qs.filter(
-                **{f"content__{self.lookup_expr}": value},
-            )
 
 
 @extend_schema_field(serializers.BooleanField)
@@ -793,6 +785,12 @@ class CustomFieldQueryFilter(Filter):
 
 
 class DocumentFilterSet(FilterSet):
+    has_duplicates = BooleanFilter(method="filter_has_duplicates")
+
+    def __init__(self, *args: Any, user: Any = None, **kwargs: Any) -> None:
+        super().__init__(*args, **kwargs)
+        self._user = user
+
     is_tagged = BooleanFilter(
         label="Is tagged",
         field_name="tags",
@@ -852,6 +850,38 @@ class DocumentFilterSet(FilterSet):
 
     mime_type = MimeTypeFilter()
 
+    def filter_has_duplicates(self, queryset, name, value):
+        if value is None:
+            return queryset
+
+        user = (
+            self._user
+            if self._user is not None
+            else getattr(self.request, "user", None)
+        )
+        queryset = queryset.alias(
+            nonempty_archive_checksum=NullIf("archive_checksum", Value("")),
+        )
+
+        visible_root_documents = Document.global_objects.filter(
+            root_document__isnull=True,
+            pk__in=permitted_document_ids(
+                user,
+                include_deleted=True,
+            ),
+        ).exclude(pk=OuterRef("pk"))
+        # see serialisers._get_viewable_duplicates().
+        matching_duplicates = visible_root_documents.filter(
+            Q(checksum=OuterRef("checksum"))
+            | Q(checksum=OuterRef("nonempty_archive_checksum"))
+            | Q(archive_checksum=OuterRef("checksum"))
+            | Q(archive_checksum=OuterRef("nonempty_archive_checksum")),
+        )
+
+        return queryset.alias(
+            has_visible_duplicates=Exists(matching_duplicates),
+        ).filter(has_visible_duplicates=value)
+
     # Backwards compatibility
     created__date__gt = DateFilter(field_name="created", lookup_expr="gt")
     created__date__gte = DateFilter(field_name="created", lookup_expr="gte")

src/documents/matching.py

@@ -21,6 +21,7 @@ from documents.models import Workflow
 from documents.models import WorkflowTrigger
 from documents.permissions import permitted_object_ids
 from documents.regex import safe_regex_search
+from documents.utils import normalize_unicode
 
 if TYPE_CHECKING:
     from django.db.models import QuerySet
@@ -311,11 +312,12 @@ def consumable_document_matches_workflow(
         trigger_matched = False
 
     # Document filename vs trigger filename
+    document_filename = normalize_unicode(document.original_file.name)
     if (
         trigger.filter_filename is not None
         and len(trigger.filter_filename) > 0
         and not fnmatch(
-            document.original_file.name.lower(),
+            document_filename.lower(),
             trigger.filter_filename.lower(),
         )
     ):
@@ -328,10 +330,12 @@ def consumable_document_matches_workflow(
     # Document path vs trigger path
 
     # Use the original_path if set, else us the original_file
-    match_against = (
+    match_against = normalize_unicode(
-        document.original_path
+        str(
-        if document.original_path is not None
+            document.original_path
-        else document.original_file
+            if document.original_path is not None
+            else document.original_file,
+        ),
     )
 
     if (
@@ -536,7 +540,7 @@ def existing_document_matches_workflow(
         and len(trigger.filter_filename) > 0
         and document.original_filename is not None
         and not fnmatch(
-            document.original_filename.lower(),
+            normalize_unicode(document.original_filename).lower(),
             trigger.filter_filename.lower(),
         )
     ):

src/documents/migrations/0026_alter_document_archive_checksum_and_more.py

@@ -0,0 +1,86 @@
+# Generated by Django 5.2.16 on 2026-09-05 16:29
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "0025_workflowaction_apply_ai_suggestions"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="document",
+            name="archive_checksum",
+            field=models.CharField(
+                blank=True,
+                db_index=True,
+                editable=False,
+                help_text="The checksum of the archived document.",
+                max_length=64,
+                null=True,
+                verbose_name="archive checksum",
+            ),
+        ),
+        migrations.AlterField(
+            model_name="savedviewfilterrule",
+            name="rule_type",
+            field=models.PositiveSmallIntegerField(
+                choices=[
+                    (0, "title contains"),
+                    (1, "content contains"),
+                    (2, "ASN is"),
+                    (3, "correspondent is"),
+                    (4, "document type is"),
+                    (5, "is in inbox"),
+                    (6, "has tag"),
+                    (7, "has any tag"),
+                    (8, "created before"),
+                    (9, "created after"),
+                    (10, "created year is"),
+                    (11, "created month is"),
+                    (12, "created day is"),
+                    (13, "added before"),
+                    (14, "added after"),
+                    (15, "modified before"),
+                    (16, "modified after"),
+                    (17, "does not have tag"),
+                    (18, "does not have ASN"),
+                    (19, "title or content contains"),
+                    (20, "fulltext query"),
+                    (21, "more like this"),
+                    (22, "has tags in"),
+                    (23, "ASN greater than"),
+                    (24, "ASN less than"),
+                    (25, "storage path is"),
+                    (26, "has correspondent in"),
+                    (27, "does not have correspondent in"),
+                    (28, "has document type in"),
+                    (29, "does not have document type in"),
+                    (30, "has storage path in"),
+                    (31, "does not have storage path in"),
+                    (32, "owner is"),
+                    (33, "has owner in"),
+                    (34, "does not have owner"),
+                    (35, "does not have owner in"),
+                    (36, "has custom field value"),
+                    (37, "is shared by me"),
+                    (38, "has custom fields"),
+                    (39, "has custom field in"),
+                    (40, "does not have custom field in"),
+                    (41, "does not have custom field"),
+                    (42, "custom fields query"),
+                    (43, "created to"),
+                    (44, "created from"),
+                    (45, "added to"),
+                    (46, "added from"),
+                    (47, "mime type is"),
+                    (48, "simple title search"),
+                    (49, "simple text search"),
+                    (50, "has duplicates"),
+                ],
+                verbose_name="rule type",
+            ),
+        ),
+    ]

src/documents/models.py

@@ -27,6 +27,7 @@ from django_softdelete.models import SoftDeleteModel
 
 from documents.data_models import DocumentSource
 from documents.parsers import get_default_file_extension
+from documents.utils import normalize_unicode
 
 
 class ModelWithOwner(models.Model):
@@ -227,6 +228,7 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
         editable=False,
         blank=True,
         null=True,
+        db_index=True,
         help_text=_("The checksum of the archived document."),
     )
 
@@ -466,7 +468,7 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
         context_document = (
             self.root_document if self.root_document_id is not None else self
         )
-        result = str(context_document)
+        result = normalize_unicode(str(context_document))
 
         if counter:
             result += f"_{counter:02}"
@@ -706,6 +708,7 @@ class SavedViewFilterRule(models.Model):
         (47, _("mime type is")),
         (48, _("simple title search")),
         (49, _("simple text search")),
+        (50, _("has duplicates")),
     ]
 
     saved_view = models.ForeignKey(

src/documents/search/_backend.py

@@ -284,6 +284,46 @@ class WriteBatch:
             tantivy.Query.term_query(self._backend._schema, "id", doc_id),
         )
 
+    def add_or_update_ids(self, ids: Sequence[int]) -> None:
+        """
+        Add or update multiple documents in the batch by primary key.
+
+        Unlike calling ``add_or_update()`` once per document, this resolves
+        viewer permissions and effective (versioned) content in bulk against
+        the ids as a whole, instead of once per document -- see
+        ``_DocumentViewerStream`` and ``annotate_effective_content``. Use
+        this whenever more than one document is being written in the same
+        batch.
+
+        An id with no matching document (e.g. deleted between the caller
+        collecting ids and the batch running) is silently skipped, matching
+        ``add_or_update()``'s existing single-document deferred-task behavior
+        rather than erroring or leaving a stale index entry.
+
+        Args:
+            ids: Primary keys of Document instances to index
+        """
+        from documents.models import Document
+        from documents.versioning import annotate_effective_content
+
+        ids = list(ids)
+        if not ids:
+            return
+
+        queryset = annotate_effective_content(
+            Document.objects.filter(pk__in=ids)
+            .select_related("correspondent", "document_type", "storage_path", "owner")
+            .prefetch_related("tags", "notes__user", "custom_fields__field"),
+        )
+        for document, grant in _DocumentViewerStream(queryset, chunk_size=1000):
+            self.remove(document.pk)
+            doc = self._backend._build_tantivy_doc(
+                document,
+                viewer_ids=grant.viewer_ids,
+                viewer_group_ids=grant.viewer_group_ids,
+            )
+            self._writer.add_document(doc)
+
 
 class TantivyBackend:
     """

src/documents/serialisers.py

@@ -87,6 +87,7 @@ from documents.regex import validate_regex_pattern
 from documents.templating.filepath import validate_filepath_template_and_render
 from documents.templating.utils import convert_format_str_to_template_format
 from documents.templating.workflows import validate_workflow_template
+from documents.utils import normalize_unicode
 from documents.validators import uri_validator
 from documents.validators import url_validator
 from documents.versioning import sort_versions_newest_first
@@ -674,6 +675,9 @@ class TagSerializer(MatchingModelSerializer, OwnedObjectSerializer):
             ordering = ordering or (Lower("name"),)
             children = children.order_by(*ordering)
 
+        if not children:
+            return []
+
         serializer = TagSerializer(
             children,
             many=True,
@@ -3117,6 +3121,13 @@ class WorkflowTriggerSerializer(serializers.ModelSerializer[WorkflowTrigger]):
         ):
             attrs["filter_path"] = None
 
+        # Normalize once at write time, since these are matched against many
+        # documents but edited rarely
+        if attrs.get("filter_filename") is not None:
+            attrs["filter_filename"] = normalize_unicode(attrs["filter_filename"])
+        if attrs.get("filter_path") is not None:
+            attrs["filter_path"] = normalize_unicode(attrs["filter_path"])
+
         if (
             "filter_custom_field_query" in attrs
             and attrs["filter_custom_field_query"] is not None

src/documents/tasks.py

@@ -312,7 +312,10 @@ def bulk_update_documents(document_ids) -> None:
     from documents.search import get_backend
 
     document_ids = list(document_ids)
-    # Annotated so indexing below doesn't query the versions of each document
+    # Annotated so the signal handlers below (e.g. matching) don't query the
+    # versions of each document. Indexing re-queries and re-annotates its own
+    # copy via add_or_update_ids() below, after these signals (and any
+    # workflow they trigger) have had a chance to mutate the documents.
     documents = annotate_effective_content(
         Document.objects.filter(id__in=document_ids),
     )
@@ -328,8 +331,7 @@ def bulk_update_documents(document_ids) -> None:
         post_save.send(Document, instance=doc, created=False)
 
     with get_backend().batch_update() as batch:
-        for doc in documents:
+        batch.add_or_update_ids(document_ids)
-            batch.add_or_update(doc)
 
     ai_config = AIConfig()
     if ai_config.llm_index_enabled:

src/documents/templating/filepath.py

@@ -1,7 +1,6 @@
 import logging
 import os
 import re
-import unicodedata
 from collections.abc import Iterable
 from pathlib import PurePath
 
@@ -26,6 +25,7 @@ from documents.templating.environment import _template_environment
 from documents.templating.filters import format_datetime
 from documents.templating.filters import get_cf_value
 from documents.templating.filters import localize_date
+from documents.utils import normalize_unicode
 
 logger = logging.getLogger("paperless.templating")
 
@@ -42,7 +42,7 @@ class FilePathTemplate(Template):
             3. Removing extra spaces before and after forward slashes
             4. Preserving spaces in other parts of the path
             """
-            value = unicodedata.normalize("NFC", value)
+            value = normalize_unicode(value)
             value = value.replace("\n", "").replace("\r", "")
             value = re.sub(r"\s*/\s*", "/", value)
 
@@ -184,17 +184,17 @@ def get_basic_metadata_context(
     """
     return {
         "title": pathvalidate.sanitize_filename(
-            unicodedata.normalize("NFC", document.title),
+            normalize_unicode(document.title),
             replacement_text="-",
         ),
         "correspondent": pathvalidate.sanitize_filename(
-            unicodedata.normalize("NFC", document.correspondent.name),
+            normalize_unicode(document.correspondent.name),
             replacement_text="-",
         )
         if document.correspondent
         else no_value_default,
         "document_type": pathvalidate.sanitize_filename(
-            unicodedata.normalize("NFC", document.document_type.name),
+            normalize_unicode(document.document_type.name),
             replacement_text="-",
         )
         if document.document_type
@@ -205,8 +205,7 @@ def get_basic_metadata_context(
         "owner_username": document.owner.username
         if document.owner
         else no_value_default,
-        "original_name": unicodedata.normalize(
+        "original_name": normalize_unicode(
-            "NFC",
             PurePath(document.original_filename).with_suffix("").name,
         )
         if document.original_filename
@@ -275,12 +274,12 @@ def get_tags_context(tags: Iterable[Tag]) -> dict[str, str | list[str]]:
     return {
         "tag_list": pathvalidate.sanitize_filename(
             ",".join(
-                sorted(unicodedata.normalize("NFC", tag.name) for tag in tags),
+                sorted(normalize_unicode(tag.name) for tag in tags),
             ),
             replacement_text="-",
         ),
         # Assumed to be ordered, but a template could loop through to find what they want
-        "tag_name_list": [unicodedata.normalize("NFC", x.name) for x in tags],
+        "tag_name_list": [normalize_unicode(x.name) for x in tags],
     }
 
 
@@ -307,7 +306,7 @@ def get_custom_fields_context(
             CustomField.FieldDataType.LONG_TEXT,
         }:
             value = pathvalidate.sanitize_filename(
-                unicodedata.normalize("NFC", field_instance.value),
+                normalize_unicode(field_instance.value),
                 replacement_text="-",
             )
         elif (
@@ -316,8 +315,7 @@ def get_custom_fields_context(
         ):
             options = field_instance.field.extra_data["select_options"]
             value = pathvalidate.sanitize_filename(
-                unicodedata.normalize(
+                normalize_unicode(
-                    "NFC",
                     next(
                         option["label"]
                         for option in options
@@ -330,7 +328,7 @@ def get_custom_fields_context(
             value = field_instance.value
         field_data["custom_fields"][
             pathvalidate.sanitize_filename(
-                unicodedata.normalize("NFC", field_instance.field.name),
+                normalize_unicode(field_instance.field.name),
                 replacement_text="-",
             )
         ] = {

src/documents/tests/conftest.py

@@ -10,7 +10,7 @@ import pytest
 from django.contrib.auth import get_user_model
 from django.contrib.contenttypes.models import ContentType
 from guardian.shortcuts import clear_ct_cache
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 from rest_framework.test import APIClient
 
 from documents.tests.factories import DocumentFactory
@@ -100,7 +100,7 @@ def sample_doc(
 @pytest.fixture()
 def _search_index(
     tmp_path: Path,
-    settings: SettingsWrapper,
+    settings: Settings,
 ) -> Generator[None, None, None]:
     """Create a temp index directory and point INDEX_DIR at it.
 
@@ -118,7 +118,7 @@ def _search_index(
 
 
 @pytest.fixture()
-def settings_timezone(settings: SettingsWrapper) -> zoneinfo.ZoneInfo:
+def settings_timezone(settings: Settings) -> zoneinfo.ZoneInfo:
     return zoneinfo.ZoneInfo(settings.TIME_ZONE)
 
 

src/documents/tests/date_parsing/conftest.py

@@ -70,7 +70,7 @@ def clear_lru_cache() -> Generator[None, None, None]:
 
 
 @pytest.fixture
-def mock_date_parser_settings(settings: pytest_django.fixtures.SettingsWrapper) -> Any:
+def mock_date_parser_settings(settings: pytest_django.fixtures.Settings) -> Any:
     """
     Override Django settings for the duration of date parser tests.
     """

src/documents/tests/export/test_sinks.py

@@ -6,7 +6,7 @@ from pathlib import Path
 
 import pytest
 import pytest_mock
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 
 from documents.export.sinks import DirectoryExportSink
 from documents.export.sinks import ExportSink
@@ -242,7 +242,7 @@ class TestZipExportSink:
         self,
         tmp_path: Path,
         source_file: Path,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         scratch_dir = tmp_path / "scratch"
         settings.SCRATCH_DIR = scratch_dir
@@ -261,7 +261,7 @@ class TestZipExportSink:
     def test_abort_after_manifest_written_cleans_up_pending_tmp(
         self,
         tmp_path: Path,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         scratch_dir = tmp_path / "scratch"
         settings.SCRATCH_DIR = scratch_dir

src/documents/tests/search/conftest.py

@@ -15,11 +15,11 @@ if TYPE_CHECKING:
     from collections.abc import Generator
     from pathlib import Path
 
-    from pytest_django.fixtures import SettingsWrapper
+    from pytest_django.fixtures import Settings
 
 
 @pytest.fixture
-def index_dir(tmp_path: Path, settings: SettingsWrapper) -> Path:
+def index_dir(tmp_path: Path, settings: Settings) -> Path:
     path = tmp_path / "index"
     path.mkdir()
     settings.INDEX_DIR = path

src/documents/tests/search/test_backend.py

@@ -4,6 +4,8 @@ from pathlib import Path
 import pytest
 from django.contrib.auth.models import Group
 from django.contrib.auth.models import User
+from django.db import connection
+from django.test.utils import CaptureQueriesContext
 from guardian.shortcuts import assign_perm
 from pytest_mock import MockerFixture
 
@@ -102,6 +104,191 @@ class TestWriteBatch:
         assert len(backend.search_ids("indexable", user=None)) == 1
 
 
+class TestAddOrUpdateIds:
+    """Test WriteBatch.add_or_update_ids(), the bulk id-based upsert path.
+
+    Unlike add_or_update() called once per document, this resolves viewer
+    permissions and effective (versioned) content in bulk against the ids as
+    a whole, so it must produce identical indexed output to the per-document
+    path while issuing a constant number of queries regardless of batch size.
+    """
+
+    def test_missing_id_is_skipped_not_errored(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        doc = Document.objects.create(
+            title="doc",
+            content="present",
+            checksum="EXIST1",
+            pk=1,
+        )
+        missing_pk = 999
+
+        with backend.batch_update() as batch:
+            batch.add_or_update_ids([doc.pk, missing_pk])
+
+        assert backend.search_ids("present", user=None) == [doc.pk]
+
+    def test_query_count_does_not_scale_with_batch_size(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        """Each query count must stay far below N, not merely match between
+        two runs -- an exact-equality assertion between two measurements is
+        at the mercy of incidental process-level caches (e.g. Django's
+        ContentType.objects.get_for_model) warming on whichever run happens
+        first, which makes counts differ by a query for reasons unrelated to
+        batch size. A generous fixed bound sidesteps that: the old
+        per-document path issued roughly 8 queries per document, so 50
+        documents under a bound this low proves the fix regardless of cache
+        state.
+        """
+        max_queries_for_any_batch_size = 15
+
+        small_docs = [
+            Document.objects.create(
+                title="doc",
+                content=f"unique{i}",
+                checksum=f"SMALL{i}",
+                pk=i,
+            )
+            for i in range(1, 3)
+        ]
+        with CaptureQueriesContext(connection) as ctx_small:
+            with backend.batch_update() as batch:
+                batch.add_or_update_ids([d.pk for d in small_docs])
+        assert len(ctx_small.captured_queries) <= max_queries_for_any_batch_size
+
+        large_docs = [
+            Document.objects.create(
+                title="doc",
+                content=f"unique{i}",
+                checksum=f"LARGE{i}",
+                pk=i,
+            )
+            for i in range(100, 150)
+        ]
+        with CaptureQueriesContext(connection) as ctx_large:
+            with backend.batch_update() as batch:
+                batch.add_or_update_ids([d.pk for d in large_docs])
+        assert len(ctx_large.captured_queries) <= max_queries_for_any_batch_size
+
+        for doc in large_docs:
+            assert backend.search_ids(f"unique{doc.pk}", user=None) == [doc.pk]
+
+    def test_resolves_direct_user_grant_in_bulk(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        owner = UserFactory()
+        user = UserFactory()
+        doc = Document.objects.create(
+            title="doc",
+            checksum="PERM1",
+            pk=1,
+            owner=owner,
+        )
+        assign_perm("view_document", user, doc)
+
+        with backend.batch_update() as batch:
+            batch.add_or_update_ids([doc.pk])
+
+        assert backend.search_ids("doc", user=user) == [doc.pk]
+        other = UserFactory()
+        assert backend.search_ids("doc", user=other) == []
+
+    def test_resolves_group_grant_in_bulk(self, backend: TantivyBackend) -> None:
+        owner = UserFactory()
+        group = Group.objects.create(name="reviewers")
+        user = UserFactory()
+        user.groups.add(group)
+        doc = Document.objects.create(
+            title="doc",
+            checksum="GPERM1",
+            pk=1,
+            owner=owner,
+        )
+        assign_perm("view_document", group, doc)
+
+        with backend.batch_update() as batch:
+            batch.add_or_update_ids([doc.pk])
+
+        assert backend.search_ids("doc", user=user) == [doc.pk]
+        other = UserFactory()
+        assert backend.search_ids("doc", user=other) == []
+
+    def test_indexes_notes_and_custom_fields(self, backend: TantivyBackend) -> None:
+        note_author = UserFactory(username="noter")
+        field = CustomField.objects.create(
+            name="Invoice Number",
+            data_type=CustomField.FieldDataType.STRING,
+        )
+        doc = Document.objects.create(title="doc", checksum="RICH1", pk=1)
+        Note.objects.create(document=doc, note="Reviewed", user=note_author)
+        CustomFieldInstance.objects.create(
+            document=doc,
+            field=field,
+            value_text="INV-42",
+        )
+
+        with backend.batch_update() as batch:
+            batch.add_or_update_ids([doc.pk])
+
+        assert backend.search_ids("notes.user:noter", user=None) == [doc.pk]
+        assert backend.search_ids("custom_fields.value:INV-42", user=None) == [
+            doc.pk,
+        ]
+
+    def test_uses_effective_content_for_versioned_documents(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        root = Document.objects.create(
+            title="Statement",
+            content="stale text",
+            checksum="ROOT1",
+            pk=1,
+        )
+        Document.objects.create(
+            title="Statement",
+            content="latest version text",
+            checksum="VER1",
+            pk=2,
+            root_document=root,
+            version_index=1,
+        )
+
+        with backend.batch_update() as batch:
+            batch.add_or_update_ids([root.pk])
+
+        assert backend.search_ids("latest", user=None) == [root.pk]
+        assert backend.search_ids("stale", user=None) == []
+
+    def test_reindexes_documents_already_in_the_index(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        """add_or_update_ids must upsert, matching add_or_update's behaviour."""
+        doc = Document.objects.create(
+            title="doc",
+            content="original",
+            checksum="UP1",
+            pk=1,
+        )
+        backend.add_or_update(doc)
+        assert backend.search_ids("original", user=None) == [doc.pk]
+
+        doc.content = "updated"
+        doc.save()
+
+        with backend.batch_update() as batch:
+            batch.add_or_update_ids([doc.pk])
+
+        assert backend.search_ids("original", user=None) == []
+        assert backend.search_ids("updated", user=None) == [doc.pk]
+
+
 class TestSearch:
     """Test search query parsing and matching via search_ids."""
 

src/documents/tests/search/test_schema.py

@@ -11,7 +11,8 @@ from documents.search._schema import needs_rebuild
 if TYPE_CHECKING:
     from pathlib import Path
 
-    from pytest_django.fixtures import SettingsWrapper
+    from pytest_django.fixtures import Settings
+
 
 pytestmark = pytest.mark.search
 
@@ -25,7 +26,7 @@ class TestNeedsRebuild:
     def test_returns_false_when_version_and_language_match(
         self,
         index_dir: Path,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         settings.SEARCH_LANGUAGE = "en"
         (index_dir / ".index_settings.json").write_text(
@@ -36,7 +37,7 @@ class TestNeedsRebuild:
     def test_returns_true_on_schema_version_mismatch(
         self,
         index_dir: Path,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         settings.SEARCH_LANGUAGE = None
         (index_dir / ".index_settings.json").write_text(
@@ -47,7 +48,7 @@ class TestNeedsRebuild:
     def test_returns_true_when_version_is_not_an_integer(
         self,
         index_dir: Path,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         settings.SEARCH_LANGUAGE = None
         (index_dir / ".index_settings.json").write_text(
@@ -58,7 +59,7 @@ class TestNeedsRebuild:
     def test_returns_true_when_language_key_missing(
         self,
         index_dir: Path,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         settings.SEARCH_LANGUAGE = "en"
         (index_dir / ".index_settings.json").write_text(
@@ -69,7 +70,7 @@ class TestNeedsRebuild:
     def test_returns_true_when_language_differs(
         self,
         index_dir: Path,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         settings.SEARCH_LANGUAGE = "de"
         (index_dir / ".index_settings.json").write_text(

src/documents/tests/test_api_app_config.py

@@ -35,7 +35,8 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
         THEN:
             - Existing config
         """
-        response = self.client.get(self.ENDPOINT, format="json")
+        with patch.dict("os.environ", {}, clear=True):
+            response = self.client.get(self.ENDPOINT, format="json")
 
         self.assertEqual(response.status_code, status.HTTP_200_OK)
 
@@ -45,6 +46,7 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
             response.data[0],
             {
                 "id": 1,
+                "externally_configured_variables": [],
                 "output_type": None,
                 "pages": None,
                 "language": None,
@@ -76,7 +78,7 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
                 "remote_ocr_api_key": None,
                 "remote_ocr_endpoint": None,
                 "remote_ocr_mode": None,
-                "ai_enabled": False,
+                "ai_enabled": None,
                 "llm_embedding_backend": None,
                 "llm_embedding_model": None,
                 "llm_embedding_endpoint": None,
@@ -91,6 +93,31 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
             },
         )
 
+    def test_api_get_config_reports_external_configuration_without_values(self) -> None:
+        with patch.dict(
+            "os.environ",
+            {
+                "PAPERLESS_OCR_LANGUAGE": "eng",
+                "PAPERLESS_REMOTE_OCR_API_KEY": "secret-value",
+                "PAPERLESS_FUTURE_SETTING": "future-value",
+                "UNRELATED_SETTING": "unrelated-value",
+            },
+            clear=True,
+        ):
+            response = self.client.get(self.ENDPOINT, format="json")
+
+        self.assertCountEqual(
+            response.data[0]["externally_configured_variables"],
+            [
+                "PAPERLESS_FUTURE_SETTING",
+                "PAPERLESS_OCR_LANGUAGE",
+                "PAPERLESS_REMOTE_OCR_API_KEY",
+            ],
+        )
+        self.assertNotContains(response, "secret-value")
+        self.assertNotContains(response, "future-value")
+        self.assertNotContains(response, "UNRELATED_SETTING")
+
     def test_api_get_ui_settings_with_config(self) -> None:
         """
         GIVEN:
@@ -949,6 +976,26 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
             )
             mock_update.assert_called_once()
 
+    @override_settings(AI_ENABLED=True, LLM_EMBEDDING_BACKEND=None)
+    def test_external_ai_setting_triggers_index_update(self) -> None:
+        config = ApplicationConfiguration.objects.first()
+        assert config is not None
+        config.ai_enabled = None
+        config.llm_embedding_backend = None
+        config.save()
+
+        with (
+            patch("documents.tasks.llmindex_index.apply_async") as mock_update,
+            patch("paperless.views.llm_index_exists", return_value=False),
+        ):
+            self.client.patch(
+                f"{self.ENDPOINT}1/",
+                json.dumps({"llm_embedding_backend": "openai-like"}),
+                content_type="application/json",
+            )
+
+        mock_update.assert_called_once()
+
     def test_update_llm_embedding_chunk_size_triggers_rebuild(self) -> None:
         config = ApplicationConfiguration.objects.first()
         assert config is not None

src/documents/tests/test_api_bulk_edit.py

@@ -717,6 +717,44 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
         self.assertEqual(args[0], [self.doc2.id])
         self.assertEqual(kwargs["storage_path"], self.sp1.id)
 
+    @mock.patch("documents.serialisers.bulk_edit.set_storage_path")
+    def test_api_bulk_edit_with_all_true_resolves_owned_duplicates(self, m) -> None:
+        self.setup_mock(m, "set_storage_path")
+        user = User.objects.create_user(username="duplicate-owner")
+        user.user_permissions.add(
+            Permission.objects.get(codename="change_document"),
+        )
+        first_duplicate = Document.objects.create(
+            checksum="owned-duplicate",
+            title="First duplicate",
+            owner=user,
+        )
+        second_duplicate = Document.objects.create(
+            checksum="owned-duplicate",
+            title="Second duplicate",
+            owner=user,
+        )
+        self.client.force_authenticate(user=user)
+
+        response = self.client.post(
+            "/api/documents/bulk_edit/",
+            json.dumps(
+                {
+                    "all": True,
+                    "filters": {"has_duplicates": True},
+                    "method": "set_storage_path",
+                    "parameters": {"storage_path": self.sp1.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], [first_duplicate.id, second_duplicate.id])
+        self.assertEqual(kwargs["storage_path"], self.sp1.id)
+
     @mock.patch("documents.search.get_backend")
     @mock.patch("documents.serialisers.bulk_edit.set_storage_path")
     def test_api_bulk_edit_with_all_true_resolves_documents_from_search_filters(

src/documents/tests/test_api_document_versions.py

@@ -2,14 +2,12 @@ from __future__ import annotations
 
 import datetime
 from typing import TYPE_CHECKING
-from unittest import TestCase
 from unittest import mock
 
 from auditlog.models import LogEntry  # type: ignore[import-untyped]
 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 FieldError
 from django.core.files.uploadedfile import SimpleUploadedFile
 from django.test import TestCase as DjangoTestCase
 from django.utils import timezone
@@ -22,6 +20,7 @@ from documents.filters import TitleContentFilter
 from documents.models import Document
 from documents.tests.utils import DirectoriesMixin
 from documents.tests.utils import read_streaming_response
+from documents.versioning import annotate_effective_content
 from documents.views import DocumentSelectionMixin
 
 if TYPE_CHECKING:
@@ -598,6 +597,7 @@ class TestDocumentVersioningApi(DirectoriesMixin, APITestCase):
         self.assertEqual(input_doc.root_document_id, root.id)
         self.assertEqual(input_doc.source, DocumentSource.ApiUpload)
         self.assertEqual(overrides.version_label, "New Version")
+        self.assertEqual(overrides.owner_id, self.user.id)
         self.assertEqual(overrides.actor_id, self.user.id)
 
     def test_update_version_with_version_pk_normalizes_to_root(self) -> None:
@@ -891,32 +891,104 @@ class TestDocumentVersioningApi(DirectoriesMixin, APITestCase):
         )
 
 
-class TestVersionAwareFilters(TestCase):
+class TestVersionAwareFilters(DjangoTestCase):
-    def test_title_content_filter_falls_back_to_content(self) -> None:
+    """
-        queryset = mock.Mock()
+    The filters annotate effective_content themselves rather than relying on
-        fallback_queryset = mock.Mock()
+    the caller's queryset carrying it, so they stay version-aware on a plain
-        queryset.filter.side_effect = [FieldError("missing field"), fallback_queryset]
+    Document queryset (e.g. the bulk-edit "select all matching" path).
+    """
 
-        result = TitleContentFilter().filter(queryset, " latest ")
+    def setUp(self) -> None:
+        super().setUp()
+        self.root = Document.objects.create(
+            title="root",
+            checksum="root",
+            mime_type="application/pdf",
+            content="superseded-content",
+        )
+        Document.objects.create(
+            title="version",
+            checksum="version",
+            mime_type="application/pdf",
+            root_document=self.root,
+            version_index=1,
+            content="latest-content",
+        )
+        self.unversioned = Document.objects.create(
+            title="unversioned",
+            checksum="unversioned",
+            mime_type="application/pdf",
+            content="latest-content",
+        )
 
-        self.assertIs(result, fallback_queryset)
+    def test_title_content_filter_matches_latest_version_content(self) -> None:
-        self.assertEqual(queryset.filter.call_count, 2)
+        result = TitleContentFilter().filter(
-
+            Document.objects.filter(root_document__isnull=True),
-    def test_effective_content_filter_falls_back_to_content_lookup(self) -> None:
-        queryset = mock.Mock()
-        fallback_queryset = mock.Mock()
-        queryset.filter.side_effect = [FieldError("missing field"), fallback_queryset]
-
-        result = EffectiveContentFilter(lookup_expr="icontains").filter(
-            queryset,
             " latest ",
         )
 
-        self.assertIs(result, fallback_queryset)
+        self.assertCountEqual(
-        first_kwargs = queryset.filter.call_args_list[0].kwargs
+            [doc.id for doc in result],
-        second_kwargs = queryset.filter.call_args_list[1].kwargs
+            [self.root.id, self.unversioned.id],
-        self.assertEqual(first_kwargs, {"effective_content__icontains": "latest"})
+        )
-        self.assertEqual(second_kwargs, {"content__icontains": "latest"})
+
+    def test_effective_content_filter_matches_latest_version_content(self) -> None:
+        result = EffectiveContentFilter(lookup_expr="icontains").filter(
+            Document.objects.filter(root_document__isnull=True),
+            " latest ",
+        )
+
+        self.assertCountEqual(
+            [doc.id for doc in result],
+            [self.root.id, self.unversioned.id],
+        )
+
+    def test_effective_content_filter_ignores_superseded_content(self) -> None:
+        result = EffectiveContentFilter(lookup_expr="icontains").filter(
+            Document.objects.filter(root_document__isnull=True),
+            "superseded",
+        )
+
+        self.assertEqual(list(result), [])
+
+    def test_filters_reuse_an_existing_annotation(self) -> None:
+        """
+        Annotating twice under the same alias is an error, so an already
+        annotated queryset (the search path) has to be left alone.
+        """
+        annotated = annotate_effective_content(
+            Document.objects.filter(root_document__isnull=True),
+        )
+        self.assertIs(annotate_effective_content(annotated), annotated)
+
+        result = EffectiveContentFilter(lookup_expr="icontains").filter(
+            annotated,
+            "latest",
+        )
+
+        self.assertCountEqual(
+            [doc.id for doc in result],
+            [self.root.id, self.unversioned.id],
+        )
+
+    def test_bulk_selection_does_not_match_superseded_content(self) -> None:
+        """
+        Bulk edit's "select all matching" builds its own queryset, so before
+        the filters annotated for themselves it matched the root document's
+        superseded content -- selecting documents the list view, filtered by
+        the same term, does not show.
+        """
+        user = User.objects.create_superuser(username="bulk_selection")
+
+        selected = DocumentSelectionMixin()._resolve_document_ids(
+            user=user,
+            validated_data={
+                "all": True,
+                "filters": {"content__icontains": "superseded"},
+            },
+        )
+
+        self.assertEqual(selected, [])
 
     def test_effective_content_filter_returns_input_for_empty_values(self) -> None:
         queryset = mock.Mock()

src/documents/tests/test_api_documents.py

@@ -981,6 +981,128 @@ class TestDocumentApi(DirectoriesMixin, ConsumeTaskMixin, APITestCase):
         self.assertEqual(len(results), 1)
         self.assertEqual(results[0]["id"], doc.id)
 
+    def test_has_duplicates_filter(self) -> None:
+        original_match = Document.objects.create(
+            title="original match",
+            checksum="same-original",
+        )
+        second_original_match = Document.objects.create(
+            title="second original match",
+            checksum="same-original",
+        )
+        archive_match = Document.objects.create(
+            title="archive match",
+            checksum="archive-source",
+            archive_checksum="same-archive",
+        )
+        original_to_archive_match = Document.objects.create(
+            title="original to archive match",
+            checksum="same-archive",
+        )
+        first_archive_match = Document.objects.create(
+            title="first archive match",
+            checksum="first-archive-source",
+            archive_checksum="same-archive-only",
+        )
+        second_archive_match = Document.objects.create(
+            title="second archive match",
+            checksum="second-archive-source",
+            archive_checksum="same-archive-only",
+        )
+        first_empty_archive = Document.objects.create(
+            title="first empty archive",
+            checksum="first-empty-archive",
+            archive_checksum="",
+        )
+        second_empty_archive = Document.objects.create(
+            title="second empty archive",
+            checksum="second-empty-archive",
+            archive_checksum="",
+        )
+        unique = Document.objects.create(title="unique", checksum="unique")
+        version_root = Document.objects.create(
+            title="version root",
+            checksum="version-root",
+        )
+        Document.objects.create(
+            title="version",
+            checksum=unique.checksum,
+            root_document=version_root,
+            version_index=1,
+        )
+        trash_match = Document.objects.create(
+            title="trash match",
+            checksum="trash-match",
+        )
+        trashed_duplicate = Document.objects.create(
+            title="trashed duplicate",
+            checksum="trash-match",
+        )
+        trashed_duplicate.delete()
+
+        response = self.client.get("/api/documents/?has_duplicates=true")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertCountEqual(
+            [document["id"] for document in response.data["results"]],
+            [
+                original_match.id,
+                second_original_match.id,
+                archive_match.id,
+                original_to_archive_match.id,
+                first_archive_match.id,
+                second_archive_match.id,
+                trash_match.id,
+            ],
+        )
+
+        response = self.client.get("/api/documents/?has_duplicates=false")
+
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertCountEqual(
+            [document["id"] for document in response.data["results"]],
+            [
+                unique.id,
+                version_root.id,
+                first_empty_archive.id,
+                second_empty_archive.id,
+            ],
+        )
+
+        response = self.client.get(f"/api/documents/{first_empty_archive.id}/")
+        self.assertEqual(response.data["duplicate_documents"], [])
+
+    def test_has_duplicates_filter_respects_document_permissions(self) -> None:
+        owner = User.objects.create_user(username="duplicate-owner")
+        requester = User.objects.create_user(username="duplicate-requester")
+        requester.user_permissions.add(
+            Permission.objects.get(codename="view_document"),
+        )
+        visible_document = Document.objects.create(
+            title="visible document",
+            checksum="permission-match",
+            owner=requester,
+        )
+        hidden_duplicate = Document.objects.create(
+            title="hidden duplicate",
+            checksum="permission-match",
+            owner=owner,
+        )
+        self.client.force_authenticate(user=requester)
+
+        response = self.client.get("/api/documents/?has_duplicates=true")
+        self.assertNotIn(
+            visible_document.id,
+            [document["id"] for document in response.data["results"]],
+        )
+
+        assign_perm("view_document", requester, hidden_duplicate)
+        response = self.client.get("/api/documents/?has_duplicates=true")
+        self.assertIn(
+            visible_document.id,
+            [document["id"] for document in response.data["results"]],
+        )
+
     def test_custom_fields_icontains_filter_no_duplicates(self) -> None:
         """
         GIVEN:

src/documents/tests/test_api_search.py

@@ -1947,6 +1947,29 @@ class TestDocumentSearchApi(DirectoriesMixin, APITestCase):
         self.assertEqual(len(response.data["documents"]), 1)
         self.assertEqual(response.data["documents"][0]["id"], title_match.id)
 
+    def test_global_search_returns_latest_version_content(self) -> None:
+        root = Document.objects.create(
+            title="bank statement",
+            content="superseded content",
+            checksum="GSV1",
+            pk=23,
+        )
+        Document.objects.create(
+            title="bank statement v2",
+            content="latest content",
+            checksum="GSV2",
+            pk=24,
+            root_document=root,
+            version_index=1,
+        )
+
+        self.client.force_authenticate(self.user)
+
+        response = self.client.get("/api/search/?query=bank&db_only=true")
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        returned = {doc["id"]: doc["content"] for doc in response.data["documents"]}
+        self.assertEqual(returned.get(root.id), "latest content")
+
     def test_global_search_filters_owned_mail_objects(self) -> None:
         user1 = User.objects.create_user("mail-search-user")
         user2 = User.objects.create_user("other-mail-search-user")

src/documents/tests/test_api_update_version_nfc.py

@@ -0,0 +1,69 @@
+import unicodedata
+from typing import TYPE_CHECKING
+from unittest import mock
+
+import celery.result
+import pytest
+from django.core.files.uploadedfile import SimpleUploadedFile
+
+from documents.models import Document
+
+if TYPE_CHECKING:
+    from documents.data_models import ConsumableDocument
+
+
+@pytest.fixture()
+def consume_file_mock():
+    with mock.patch("documents.tasks.consume_file.apply_async") as m:
+        m.return_value = celery.result.AsyncResult(id="test-task-id")
+        yield m
+
+
+@pytest.fixture()
+def directories(tmp_path, settings, _media_settings):
+    scratch = tmp_path / "scratch"
+    scratch.mkdir()
+    settings.SCRATCH_DIR = scratch
+    return scratch
+
+
+@pytest.mark.django_db
+class TestUpdateVersionNFCNormalization:
+    def test_nfd_filename_normalized_to_nfc(
+        self,
+        admin_client,
+        consume_file_mock: mock.MagicMock,
+        directories,
+    ):
+        """Uploaded new-version file with NFD filename must have its temp name stored as NFC."""
+        document = Document.objects.create(
+            title="Test",
+            content="content",
+            checksum="checksum",
+            mime_type="application/pdf",
+        )
+
+        nfd = unicodedata.normalize("NFD", "Rechnung März.pdf")
+        nfc = unicodedata.normalize("NFC", "Rechnung März.pdf")
+
+        assert nfd != nfc
+
+        uploaded = SimpleUploadedFile(
+            nfd,
+            b"%PDF-1.4 test",
+            content_type="application/pdf",
+        )
+        response = admin_client.post(
+            f"/api/documents/{document.pk}/update_version/",
+            {"document": uploaded},
+        )
+
+        assert response.status_code == 200
+
+        task_kwargs = consume_file_mock.call_args.kwargs["kwargs"]
+        input_doc: ConsumableDocument = task_kwargs["input_doc"]
+
+        assert input_doc.original_file.name == nfc, (
+            f"Expected NFC filename {nfc!r}, got {input_doc.original_file.name!r}"
+        )
+        assert unicodedata.is_normalized("NFC", input_doc.original_file.name)

src/documents/tests/test_checks.py

@@ -1,7 +1,7 @@
 import pytest
 from django.core.checks import Error
 from django.core.checks import Warning
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 from pytest_mock import MockerFixture
 
 from documents.checks import filename_format_check
@@ -47,7 +47,7 @@ class TestFilenameFormatCheck:
     )
     def test_warns_on_old_style_format(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         filename_format: str,
         expected_hint: str,
     ) -> None:

src/documents/tests/test_get_public_filename_nfc.py

@@ -0,0 +1,48 @@
+import unicodedata
+from datetime import date
+
+import pytest
+
+from documents.models import Correspondent
+from documents.models import Document
+
+
+@pytest.mark.django_db
+class TestGetPublicFilenameNfc:
+    def test_normalizes_nfd_title_to_nfc(self) -> None:
+        nfd_title = unicodedata.normalize("NFD", "Gehaltserhöhung")
+        assert not unicodedata.is_normalized("NFC", nfd_title)
+
+        doc = Document(
+            mime_type="application/pdf",
+            title=nfd_title,
+            created=date(2025, 10, 17),
+        )
+
+        result = doc.get_public_filename()
+
+        assert unicodedata.is_normalized("NFC", result)
+        assert (
+            result
+            == "2025-10-17 "
+            + unicodedata.normalize(
+                "NFC",
+                nfd_title,
+            )
+            + ".pdf"
+        )
+
+    def test_normalizes_nfd_correspondent_name_to_nfc(self) -> None:
+        nfd_name = unicodedata.normalize("NFD", "Müller GmbH")
+        correspondent = Correspondent.objects.create(name=nfd_name)
+
+        doc = Document.objects.create(
+            mime_type="application/pdf",
+            title="Rechnung",
+            created=date(2025, 10, 17),
+            correspondent=correspondent,
+        )
+
+        result = doc.get_public_filename()
+
+        assert unicodedata.is_normalized("NFC", result)

src/documents/tests/test_management_consumer.py

@@ -43,7 +43,7 @@ if TYPE_CHECKING:
     from collections.abc import Generator
     from unittest.mock import MagicMock
 
-    from pytest_django.fixtures import SettingsWrapper
+    from pytest_django.fixtures import Settings
     from pytest_mock import MockerFixture
 
 
@@ -605,7 +605,7 @@ class TestCommandValidation:
 
     def test_raises_for_missing_consumption_dir(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         """Test command raises error when directory is not provided."""
         settings.CONSUMPTION_DIR = None
@@ -639,7 +639,7 @@ class TestCommandOneshot:
         scratch_dir: Path,
         sample_pdf: Path,
         mock_consume_file_delay: MagicMock,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         """Test oneshot mode processes existing files."""
         target = consumption_dir / "document.pdf"
@@ -659,7 +659,7 @@ class TestCommandOneshot:
         scratch_dir: Path,
         sample_pdf: Path,
         mock_consume_file_delay: MagicMock,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         """Test oneshot mode processes files recursively."""
         subdir = consumption_dir / "subdir"
@@ -681,7 +681,7 @@ class TestCommandOneshot:
         consumption_dir: Path,
         scratch_dir: Path,
         mock_consume_file_delay: MagicMock,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         """Test oneshot mode ignores unsupported file extensions."""
         target = consumption_dir / "document.xyz"
@@ -1256,7 +1256,7 @@ class TestProcessExistingFilesQueued:
         consumption_dir: Path,
         sample_pdf: Path,
         mock_consume_file_delay: MagicMock,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         """The set returned seeds the rescan's queued set, avoiding re-queue."""
         target = consumption_dir / "document.pdf"

src/documents/tests/test_matching_nfc.py

@@ -0,0 +1,80 @@
+import unicodedata
+
+import pytest
+
+from documents.data_models import ConsumableDocument
+from documents.data_models import DocumentSource
+from documents.matching import consumable_document_matches_workflow
+from documents.matching import existing_document_matches_workflow
+from documents.models import Document
+from documents.models import Workflow
+from documents.models import WorkflowTrigger
+
+
+@pytest.mark.django_db
+class TestMatchingNfcNormalization:
+    def test_consumable_document_filename_nfd_matches_nfc_pattern(
+        self,
+        tmp_path,
+    ) -> None:
+        """
+        GIVEN:
+            - A file on disk whose name is NFD-normalized
+            - A workflow trigger filename filter typed as NFC
+        WHEN:
+            - The consumable document is checked against the trigger
+        THEN:
+            - It matches, because both sides are normalized before comparing
+        """
+        nfd_name = unicodedata.normalize("NFD", "Gehaltserhöhung.pdf")
+        nfc_pattern = unicodedata.normalize("NFC", "*Gehaltserhöhung*")
+        assert nfd_name != unicodedata.normalize("NFC", nfd_name)
+
+        file_path = tmp_path / nfd_name
+        file_path.write_bytes(b"%PDF-1.4 test")
+
+        document = ConsumableDocument(
+            source=DocumentSource.ConsumeFolder,
+            original_file=file_path,
+        )
+        trigger = WorkflowTrigger(
+            type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
+            filter_filename=nfc_pattern,
+            sources=[],
+        )
+
+        matched, reason = consumable_document_matches_workflow(document, trigger)
+
+        assert matched, reason
+
+    def test_existing_document_filename_nfd_matches_nfc_pattern(self) -> None:
+        """
+        GIVEN:
+            - A Document whose original_filename is NFD-normalized (e.g. from
+              before normalization was applied at consumption time)
+            - A workflow trigger filename filter typed as NFC
+        WHEN:
+            - The document is checked against the trigger
+        THEN:
+            - It matches, because both sides are normalized before comparing
+        """
+        nfd_name = unicodedata.normalize("NFD", "Gehaltserhöhung.pdf")
+        nfc_pattern = unicodedata.normalize("NFC", "*Gehaltserhöhung*")
+
+        document = Document.objects.create(
+            title="Test",
+            content="content",
+            checksum="checksum",
+            mime_type="application/pdf",
+            original_filename=nfd_name,
+        )
+        workflow = Workflow.objects.create(name="Test workflow", order=0)
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+            filter_filename=nfc_pattern,
+        )
+        workflow.triggers.add(trigger)
+
+        matched, reason = existing_document_matches_workflow(document, trigger)
+
+        assert matched, reason

src/documents/tests/test_normalize_unicode.py

@@ -0,0 +1,6 @@
+from documents.utils import normalize_unicode
+
+
+class TestNormalizeUnicode:
+    def test_none_passes_through(self) -> None:
+        assert normalize_unicode(None) is None

src/documents/tests/test_parsers.py

@@ -1,7 +1,7 @@
 from collections.abc import Generator
 
 import pytest
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 
 from documents.parsers import get_default_file_extension
 from documents.parsers import get_supported_file_extensions
@@ -14,7 +14,7 @@ from paperless.parsers.tika import TikaDocumentParser
 
 
 @pytest.fixture()
-def _tika_registry(settings: SettingsWrapper) -> Generator[None, None, None]:
+def _tika_registry(settings: Settings) -> Generator[None, None, None]:
     """
     Rebuild the parser registry with Tika enabled for the duration of the
     test, then reset on exit so other tests see the default (Tika-disabled)

src/documents/tests/test_workflows.py

@@ -23,6 +23,7 @@ from guardian.shortcuts import get_users_with_perms
 from httpx import ConnectError
 from httpx import HTTPError
 from httpx import HTTPStatusError
+from pytest_django.fixtures import Settings
 from pytest_httpx import HTTPXMock
 from rest_framework.test import APIClient
 from rest_framework.test import APITestCase
@@ -38,7 +39,6 @@ from paperless_ai.exceptions import LLMTimeoutError
 
 if TYPE_CHECKING:
     from django.db.models import QuerySet
-from pytest_django.fixtures import SettingsWrapper
 
 from documents import tasks
 from documents.data_models import ConsumableDocument
@@ -5356,7 +5356,7 @@ class TestDateWorkflowLocalization(
     def test_document_consumption_workflow_localization(
         self,
         tmp_path: Path,
-        settings: SettingsWrapper,
+        settings: Settings,
         title_template: str,
         expected_title: str,
     ) -> None:
@@ -5711,6 +5711,39 @@ class TestApplyAISuggestionsWorkflowAction(
         self.assertEqual(changed, [])
         self.assertIn("AI is not enabled", "".join(cm.output))
 
+    def test_document_without_content_does_nothing(self) -> None:
+        """
+        GIVEN:
+            - A document whose OCR content is empty or whitespace-only
+        WHEN:
+            - AI suggestions are applied by a workflow
+        THEN:
+            - The classifier is not called and the document is left unchanged
+        """
+        action = self.make_action(ai_overwrite_existing=True)
+
+        for content in ("", " \n\t"):
+            with self.subTest(content=content):
+                self.doc.content = content
+                self.doc.save(update_fields=["content"])
+
+                with (
+                    mock.patch(
+                        "documents.workflows.ai.get_ai_document_classification",
+                    ) as get_classification,
+                    self.assertLogs(
+                        "paperless.workflows.ai",
+                        level="WARNING",
+                    ) as cm,
+                ):
+                    changed = apply_ai_suggestions_to_document(action, self.doc)
+
+                self.assertEqual(changed, [])
+                get_classification.assert_not_called()
+                self.assertIn("has no content", "".join(cm.output))
+                self.doc.refresh_from_db()
+                self.assertEqual(self.doc.title, "original.pdf")
+
     def test_invalid_configuration_leaves_document_untouched(self) -> None:
         """
         GIVEN:

src/documents/utils.py

@@ -1,6 +1,7 @@
 import hashlib
 import logging
 import shutil
+import unicodedata
 from collections.abc import Callable
 from collections.abc import Iterable
 from collections.abc import Iterator
@@ -31,6 +32,25 @@ def identity(iterable: Iterable[_T]) -> Iterable[_T]:
     return iterable
 
 
+def normalize_unicode(value: str | None) -> str | None:
+    """
+    Normalize a string to Unicode NFC form, or return None unchanged.
+
+    This is the single normalization pass for any user- or filesystem-supplied
+    text that ends up in a filename, path, or is compared/matched against one
+    (titles, correspondent/tag/type names, uploaded filenames, workflow and
+    mail rule filename/path filters). Composed (NFC) and decomposed (NFD)
+    forms of the same visible text are different byte sequences, which breaks
+    exact comparisons and filesystem lookups even though the text looks
+    identical. Always normalize through this function rather than calling
+    unicodedata.normalize() directly, so every call site agrees on the same
+    form.
+    """
+    if value is None:
+        return None
+    return unicodedata.normalize("NFC", value)
+
+
 class QuerySetStream(Generic[_M]):
     """Stream a QuerySet via .iterator(chunk_size=...) instead of
     materializing it (plus any prefetch caches) all at once, while still

src/documents/versioning.py

@@ -27,10 +27,13 @@ def versions_newest_first(documents: QuerySet[Document]) -> QuerySet[Document]:
 
 def annotate_effective_content(documents: QuerySet[Document]) -> QuerySet[Document]:
     """
-    Annotates documents with the content of their newest version, falling back
+    Annotates documents with the content of their newest version unless the
-    to their own, so get_effective_content() can answer from the row rather
+    queryset already carries the annotation, falling back to their own, so
-    than querying for the versions of each document
+    get_effective_content() can answer from the row rather than querying for
+    the versions of each document.
     """
+    if "effective_content" in documents.query.annotations:
+        return documents
     return documents.annotate(
         effective_content=Coalesce(
             Subquery(

src/documents/views.py

@@ -231,7 +231,9 @@ from documents.tasks import sanity_check
 from documents.tasks import train_classifier
 from documents.tasks import update_document_parent_tags
 from documents.utils import get_boolean
+from documents.utils import normalize_unicode
 from documents.versioning import VersionResolutionError
+from documents.versioning import annotate_effective_content
 from documents.versioning import get_latest_version_for_root
 from documents.versioning import get_request_version_param
 from documents.versioning import get_root_document
@@ -2067,6 +2069,7 @@ class DocumentViewSet(
 
         try:
             doc_name, doc_data = serializer.validated_data.get("document")
+            doc_name = normalize_unicode(doc_name)
             version_label = serializer.validated_data.get("version_label")
 
             t = int(mktime(datetime.now().timetuple()))
@@ -2091,6 +2094,7 @@ class DocumentViewSet(
             if version_label:
                 overrides.version_label = version_label.strip()
             if request.user is not None:
+                overrides.owner_id = request.user.id
                 overrides.actor_id = request.user.id
 
             async_task = consume_file.apply_async(
@@ -2815,6 +2819,7 @@ class DocumentSelectionMixin:
         filtered_documents = DocumentFilterSet(
             data=orm_filters,
             queryset=permitted_documents,
+            user=user,
         ).qs.distinct()
         # tantivy-filtered docs (if search params provided)
         search_filtered_ids = self._get_search_document_ids(
@@ -3331,7 +3336,7 @@ class PostDocumentView(GenericAPIView[Any]):
         serializer.is_valid(raise_exception=True)
 
         doc_name, doc_data = serializer.validated_data.get("document")
-        doc_name = normalize("NFC", doc_name)
+        doc_name = normalize_unicode(doc_name)
         correspondent_id = serializer.validated_data.get("correspondent")
         document_type_id = serializer.validated_data.get("document_type")
         storage_path_id = serializer.validated_data.get("storage_path")
@@ -3630,8 +3635,13 @@ class GlobalSearchView(PassUserMixin):
         OBJECT_LIMIT = 3
         docs = []
         if request.user.has_perm("documents.view_document"):
-            all_docs = Document.objects.filter(
+            # Never more than OBJECT_LIMIT rows come back here, so annotating
-                id__in=permitted_document_ids(request.user),
+            # is cheap -- and without it these results show the root
+            # document's superseded content.
+            all_docs = annotate_effective_content(
+                Document.objects.filter(
+                    id__in=permitted_document_ids(request.user),
+                ),
             )
             if db_only:
                 docs = all_docs.filter(title__icontains=query)[:OBJECT_LIMIT]
@@ -5467,8 +5477,7 @@ class TrashView(ListModelMixin, PassUserMixin):
                 from documents.search import get_backend
 
                 with get_backend().batch_update() as batch:
-                    for doc in restored:
+                    batch.add_or_update_ids([doc.pk for doc in restored])
-                        batch.add_or_update(doc)
         elif action == "empty":
             if doc_ids is None:
                 doc_ids = [doc.id for doc in docs]

src/documents/workflows/ai.py

@@ -138,6 +138,16 @@ def apply_ai_suggestions_to_document(
         )
         return []
 
+    if not document.content.strip():
+        logger.warning(
+            "Document %s has no content, skipping AI suggestions for workflow "
+            "action %s",
+            document.pk,
+            action.pk,
+            extra={"group": logging_group},
+        )
+        return []
+
     # Workflows run without a user, so we use the document owner
     owner = document.owner
 

src/paperless/config.py

@@ -133,21 +133,27 @@ class BarcodeConfig(BaseConfig):
         app_config = self._get_config_instance()
 
         self.barcodes_enabled = (
-            app_config.barcodes_enabled or settings.CONSUMER_ENABLE_BARCODES
+            app_config.barcodes_enabled
+            if app_config.barcodes_enabled is not None
+            else settings.CONSUMER_ENABLE_BARCODES
         )
         self.barcode_enable_tiff_support = (
             app_config.barcode_enable_tiff_support
-            or settings.CONSUMER_BARCODE_TIFF_SUPPORT
+            if app_config.barcode_enable_tiff_support is not None
+            else settings.CONSUMER_BARCODE_TIFF_SUPPORT
         )
         self.barcode_string = (
             app_config.barcode_string or settings.CONSUMER_BARCODE_STRING
         )
         self.barcode_retain_split_pages = (
             app_config.barcode_retain_split_pages
-            or settings.CONSUMER_BARCODE_RETAIN_SPLIT_PAGES
+            if app_config.barcode_retain_split_pages is not None
+            else settings.CONSUMER_BARCODE_RETAIN_SPLIT_PAGES
         )
         self.barcode_enable_asn = (
-            app_config.barcode_enable_asn or settings.CONSUMER_ENABLE_ASN_BARCODE
+            app_config.barcode_enable_asn
+            if app_config.barcode_enable_asn is not None
+            else settings.CONSUMER_ENABLE_ASN_BARCODE
         )
         self.barcode_asn_prefix = (
             app_config.barcode_asn_prefix or settings.CONSUMER_ASN_BARCODE_PREFIX
@@ -160,13 +166,17 @@ class BarcodeConfig(BaseConfig):
             app_config.barcode_max_pages or settings.CONSUMER_BARCODE_MAX_PAGES
         )
         self.barcode_enable_tag = (
-            app_config.barcode_enable_tag or settings.CONSUMER_ENABLE_TAG_BARCODE
+            app_config.barcode_enable_tag
+            if app_config.barcode_enable_tag is not None
+            else settings.CONSUMER_ENABLE_TAG_BARCODE
         )
         self.barcode_tag_mapping = (
             app_config.barcode_tag_mapping or settings.CONSUMER_TAG_BARCODE_MAPPING
         )
         self.barcode_tag_split = (
-            app_config.barcode_tag_split or settings.CONSUMER_TAG_BARCODE_SPLIT
+            app_config.barcode_tag_split
+            if app_config.barcode_tag_split is not None
+            else settings.CONSUMER_TAG_BARCODE_SPLIT
         )
 
 
@@ -248,7 +258,11 @@ class AIConfig(BaseConfig):
     def __post_init__(self) -> None:
         app_config = self._get_config_instance()
 
-        self.ai_enabled = app_config.ai_enabled or settings.AI_ENABLED
+        self.ai_enabled = (
+            app_config.ai_enabled
+            if app_config.ai_enabled is not None
+            else settings.AI_ENABLED
+        )
         self.llm_embedding_backend = (
             app_config.llm_embedding_backend or settings.LLM_EMBEDDING_BACKEND
         )

src/paperless/migrations/0016_alter_applicationconfiguration_ai_enabled.py

@@ -0,0 +1,28 @@
+from django.db import migrations
+from django.db import models
+
+
+def normalize_ai_enabled(apps, schema_editor):
+    application_configuration = apps.get_model(
+        "paperless",
+        "ApplicationConfiguration",
+    )
+    application_configuration.objects.filter(ai_enabled=False).update(ai_enabled=None)
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("paperless", "0015_applicationconfiguration_remote_ocr_mode"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="applicationconfiguration",
+            name="ai_enabled",
+            field=models.BooleanField(
+                null=True,
+                verbose_name="Enables AI features",
+            ),
+        ),
+        migrations.RunPython(normalize_ai_enabled, migrations.RunPython.noop),
+    ]

src/paperless/models.py

@@ -348,7 +348,6 @@ class ApplicationConfiguration(AbstractSingletonModel):
     ai_enabled = models.BooleanField(
         verbose_name=_("Enables AI features"),
         null=True,
-        default=False,
     )
 
     llm_embedding_backend = models.CharField(

src/paperless/serialisers.py

@@ -1,4 +1,5 @@
 import logging
+import os
 from io import BytesIO
 
 import magic
@@ -212,6 +213,7 @@ class ProfileSerializer(PasswordValidationMixin, serializers.ModelSerializer[Use
 class ApplicationConfigurationSerializer(
     serializers.ModelSerializer[ApplicationConfiguration],
 ):
+    externally_configured_variables = serializers.SerializerMethodField()
     user_args = serializers.JSONField(binary=True, allow_null=True)
     barcode_tag_mapping = serializers.JSONField(binary=True, allow_null=True)
     llm_api_key = ObfuscatedPasswordField(
@@ -227,6 +229,12 @@ class ApplicationConfigurationSerializer(
 
     OBFUSCATED_FIELDS = ("llm_api_key", "remote_ocr_api_key")
 
+    def get_externally_configured_variables(
+        self,
+        instance: ApplicationConfiguration,
+    ) -> list[str]:
+        return sorted(name for name in os.environ if name.startswith("PAPERLESS_"))
+
     def run_validation(self, data):
         # Empty strings treated as None to avoid unexpected behavior
         if "user_args" in data and data["user_args"] == "":

src/paperless/settings/__init__.py

@@ -701,6 +701,9 @@ CELERY_BROKER_CONNECTION_RETRY_ON_STARTUP = True
 CELERY_BROKER_TRANSPORT_OPTIONS = {
     "global_keyprefix": _REDIS_KEY_PREFIX,
 }
+CELERY_RESULT_BACKEND_TRANSPORT_OPTIONS = {
+    "global_keyprefix": _REDIS_KEY_PREFIX,
+}
 
 CELERY_TASK_TRACK_STARTED = True
 CELERY_TASK_TIME_LIMIT: Final[int] = get_int_from_env("PAPERLESS_WORKER_TIMEOUT", 1800)

src/paperless/tests/parsers/conftest.py

@@ -24,7 +24,7 @@ if TYPE_CHECKING:
     from pathlib import Path
     from unittest.mock import MagicMock
 
-    from pytest_django.fixtures import SettingsWrapper
+    from pytest_django.fixtures import Settings
     from pytest_mock import MockerFixture
 
     #: Type for the ``make_tesseract_parser`` fixture factory.
@@ -131,9 +131,9 @@ def empty_remote_ocr_app_config(mocker: MockerFixture) -> MagicMock:
 
 @pytest.fixture()
 def azure_settings(
-    settings: SettingsWrapper,
+    settings: Settings,
     empty_remote_ocr_app_config: MagicMock,
-) -> SettingsWrapper:
+) -> Settings:
     """Configure Django settings for a valid Azure AI OCR engine.
 
     Sets ``REMOTE_OCR_ENGINE``, ``REMOTE_OCR_API_KEY``, and
@@ -142,7 +142,7 @@ def azure_settings(
 
     Returns
     -------
-    SettingsWrapper
+    Settings
         The modified settings object (for chaining further overrides).
     """
     settings.REMOTE_OCR_ENGINE = "azureai"
@@ -153,14 +153,14 @@ def azure_settings(
 
 @pytest.fixture()
 def no_engine_settings(
-    settings: SettingsWrapper,
+    settings: Settings,
     empty_remote_ocr_app_config: MagicMock,
-) -> SettingsWrapper:
+) -> Settings:
     """Configure Django settings with no remote engine configured.
 
     Returns
     -------
-    SettingsWrapper
+    Settings
         The modified settings object.
     """
     settings.REMOTE_OCR_ENGINE = None

src/paperless/tests/parsers/test_mail_parser.py

@@ -7,7 +7,7 @@ import httpx
 import pytest
 from django.test.html import parse_html
 from django.utils import timezone
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 from pytest_httpx import HTTPXMock
 from pytest_mock import MockerFixture
 
@@ -428,7 +428,7 @@ class TestTikaHtmlParse:
 
     def test_tika_parse_unreachable(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         mail_parser: MailDocumentParser,
     ) -> None:
         """

src/paperless/tests/parsers/test_remote_parser.py

@@ -30,7 +30,7 @@ if TYPE_CHECKING:
     from collections.abc import Callable
     from pathlib import Path
 
-    from pytest_django.fixtures import SettingsWrapper
+    from pytest_django.fixtures import Settings
     from pytest_mock import MockerFixture
 
 
@@ -67,7 +67,7 @@ def make_azure_mock() -> Callable[[str], Mock]:
 
 @pytest.fixture()
 def azure_client(
-    azure_settings: SettingsWrapper,
+    azure_settings: Settings,
     make_azure_mock: Callable[[str], Mock],
     mocker: MockerFixture,
 ) -> Mock:
@@ -83,7 +83,7 @@ def azure_client(
 
 @pytest.fixture()
 def failing_azure_client(
-    azure_settings: SettingsWrapper,
+    azure_settings: Settings,
     mocker: MockerFixture,
 ) -> Mock:
     """Patch the Azure DI client to raise RuntimeError on every call.
@@ -199,7 +199,7 @@ class TestRemoteParserScore:
 
     def test_score_returns_none_when_api_key_missing(
         self,
-        no_engine_settings: SettingsWrapper,
+        no_engine_settings: Settings,
     ) -> None:
         no_engine_settings.REMOTE_OCR_ENGINE = "azureai"
         no_engine_settings.REMOTE_OCR_ENDPOINT = (
@@ -210,7 +210,7 @@ class TestRemoteParserScore:
 
     def test_score_returns_none_when_endpoint_missing(
         self,
-        no_engine_settings: SettingsWrapper,
+        no_engine_settings: Settings,
     ) -> None:
         no_engine_settings.REMOTE_OCR_ENGINE = "azureai"
         no_engine_settings.REMOTE_OCR_API_KEY = "key"
@@ -231,7 +231,7 @@ class TestRemoteParserScore:
     @pytest.mark.django_db
     def test_score_uses_app_config_when_env_unset(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         """The app config alone is enough to activate the parser."""
         settings.REMOTE_OCR_ENGINE = None

src/paperless/tests/parsers/test_tika_parser.py

@@ -5,7 +5,7 @@ from pathlib import Path
 
 import pytest
 from httpx import codes
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 from pytest_httpx import HTTPXMock
 
 from documents.parsers import ParseError
@@ -27,7 +27,7 @@ class TestTikaParserRegistryInterface:
 
     def test_score_returns_none_when_tika_disabled(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         settings.TIKA_ENABLED = False
         result = TikaDocumentParser.score(
@@ -38,7 +38,7 @@ class TestTikaParserRegistryInterface:
 
     def test_score_returns_int_when_tika_enabled(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         settings.TIKA_ENABLED = True
         result = TikaDocumentParser.score(
@@ -49,7 +49,7 @@ class TestTikaParserRegistryInterface:
 
     def test_score_returns_none_for_unsupported_mime(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
     ) -> None:
         settings.TIKA_ENABLED = True
         result = TikaDocumentParser.score("application/pdf", "doc.pdf")
@@ -90,7 +90,7 @@ class TestTikaParser:
     def test_parse(
         self,
         httpx_mock: HTTPXMock,
-        settings: SettingsWrapper,
+        settings: Settings,
         tika_parser: TikaDocumentParser,
         sample_odt_file: Path,
     ) -> None:
@@ -179,7 +179,7 @@ class TestTikaParser:
         setting_value: str,
         expected_form_value: str,
         httpx_mock: HTTPXMock,
-        settings: SettingsWrapper,
+        settings: Settings,
         sample_odt_file: Path,
     ) -> None:
         """

src/paperless/tests/test_adapter.py

@@ -10,7 +10,7 @@ from django.contrib.auth.models import User
 from django.forms import ValidationError
 from django.http import HttpRequest
 from django.urls import reverse
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 from pytest_mock import MockerFixture
 from rest_framework.authtoken.models import Token
 
@@ -19,7 +19,7 @@ from paperless.adapter import DrfTokenStrategy
 
 @pytest.mark.django_db
 class TestCustomAccountAdapter:
-    def test_is_open_for_signup(self, settings: SettingsWrapper) -> None:
+    def test_is_open_for_signup(self, settings: Settings) -> None:
         adapter = get_adapter()
 
         # With no accounts, signups should be allowed
@@ -33,7 +33,7 @@ class TestCustomAccountAdapter:
         settings.ACCOUNT_ALLOW_SIGNUPS = False
         assert not adapter.is_open_for_signup(None)
 
-    def test_is_safe_url(self, settings: SettingsWrapper) -> None:
+    def test_is_safe_url(self, settings: Settings) -> None:
         request = HttpRequest()
         request.get_host = lambda: "example.com"
         with context.request_context(request):
@@ -55,7 +55,7 @@ class TestCustomAccountAdapter:
 
     def test_pre_authenticate(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         mocker: MockerFixture,
     ) -> None:
         mocker.patch("allauth.core.internal.ratelimit.consume", return_value=True)
@@ -70,7 +70,7 @@ class TestCustomAccountAdapter:
         with pytest.raises(ValidationError):
             adapter.pre_authenticate(request)
 
-    def test_get_reset_password_from_key_url(self, settings: SettingsWrapper) -> None:
+    def test_get_reset_password_from_key_url(self, settings: Settings) -> None:
         request = HttpRequest()
         request.get_host = lambda: "foo.org"
         with context.request_context(request):
@@ -87,7 +87,7 @@ class TestCustomAccountAdapter:
 
     def test_save_user_adds_groups(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         mocker: MockerFixture,
     ) -> None:
         settings.ACCOUNT_DEFAULT_GROUPS = ["group1", "group2"]
@@ -130,7 +130,7 @@ class TestCustomAccountAdapter:
 
 class TestCustomSocialAccountAdapter:
     @pytest.mark.django_db
-    def test_is_open_for_signup(self, settings: SettingsWrapper) -> None:
+    def test_is_open_for_signup(self, settings: Settings) -> None:
         adapter = get_social_adapter()
 
         settings.SOCIALACCOUNT_ALLOW_SIGNUPS = True
@@ -146,7 +146,7 @@ class TestCustomSocialAccountAdapter:
     @pytest.mark.django_db
     def test_save_user_adds_groups(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         mocker: MockerFixture,
     ) -> None:
         settings.SOCIAL_ACCOUNT_DEFAULT_GROUPS = ["group1", "group2"]

src/paperless/tests/test_checks.py

@@ -8,7 +8,7 @@ import pytest
 from django.core.checks import ERROR
 from django.core.checks import Error
 from django.core.checks import Warning
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 from pytest_mock import MockerFixture
 
 from paperless.checks import audit_log_check
@@ -31,7 +31,7 @@ class PaperlessTestDirs:
 # TODO: consolidate with documents/tests/conftest.py PaperlessDirs/paperless_dirs
 #       once the paperless and documents test suites are ready to share fixtures.
 @pytest.fixture()
-def directories(tmp_path: Path, settings: SettingsWrapper) -> PaperlessTestDirs:
+def directories(tmp_path: Path, settings: Settings) -> PaperlessTestDirs:
     data_dir = tmp_path / "data"
     media_dir = tmp_path / "media"
     consumption_dir = tmp_path / "consumption"
@@ -54,7 +54,7 @@ class TestChecks:
     def test_binaries(self) -> None:
         assert binaries_check(None) == []
 
-    def test_binaries_fail(self, settings: SettingsWrapper) -> None:
+    def test_binaries_fail(self, settings: Settings) -> None:
         settings.CONVERT_BINARY = "uuuhh"
         assert len(binaries_check(None)) == 1
 
@@ -62,7 +62,7 @@ class TestChecks:
     def test_paths_check(self) -> None:
         assert paths_check(None) == []
 
-    def test_paths_check_dont_exist(self, settings: SettingsWrapper) -> None:
+    def test_paths_check_dont_exist(self, settings: Settings) -> None:
         settings.MEDIA_ROOT = Path("uuh")
         settings.DATA_DIR = Path("whatever")
         settings.CONSUMPTION_DIR = Path("idontcare")
@@ -89,11 +89,11 @@ class TestChecks:
         for msg in msgs:
             assert msg.msg.endswith("is not writeable")
 
-    def test_debug_disabled(self, settings: SettingsWrapper) -> None:
+    def test_debug_disabled(self, settings: Settings) -> None:
         settings.DEBUG = False
         assert debug_mode_check(None) == []
 
-    def test_debug_enabled(self, settings: SettingsWrapper) -> None:
+    def test_debug_enabled(self, settings: Settings) -> None:
         settings.DEBUG = True
         assert len(debug_mode_check(None)) == 1
 
@@ -150,7 +150,7 @@ class TestOcrSettingsChecks:
     )
     def test_invalid_setting_produces_one_error(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         setting: str,
         value: str,
         expected_msg: str,
@@ -173,7 +173,7 @@ class TestOcrSettingsChecks:
 
 
 class TestTimezoneSettingsChecks:
-    def test_invalid_timezone(self, settings: SettingsWrapper) -> None:
+    def test_invalid_timezone(self, settings: Settings) -> None:
         """
         GIVEN:
             - Default settings
@@ -192,7 +192,7 @@ class TestTimezoneSettingsChecks:
 
 
 class TestEmailCertSettingsChecks:
-    def test_not_valid_file(self, settings: SettingsWrapper) -> None:
+    def test_not_valid_file(self, settings: Settings) -> None:
         """
         GIVEN:
             - Default settings
@@ -215,7 +215,7 @@ class TestEmailCertSettingsChecks:
 class TestAuditLogChecks:
     def test_was_enabled_once(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         mocker: MockerFixture,
     ) -> None:
         """
@@ -634,7 +634,7 @@ class TestTesseractChecks:
     def test_default_language(self) -> None:
         check_default_language_available(None)
 
-    def test_no_language(self, settings: SettingsWrapper) -> None:
+    def test_no_language(self, settings: Settings) -> None:
 
         settings.OCR_LANGUAGE = ""
 
@@ -649,7 +649,7 @@ class TestTesseractChecks:
 
     def test_invalid_language(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         mocker: MockerFixture,
     ) -> None:
 
@@ -668,7 +668,7 @@ class TestTesseractChecks:
 
     def test_multi_part_language(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         mocker: MockerFixture,
     ) -> None:
         """
@@ -692,7 +692,7 @@ class TestTesseractChecks:
 
     def test_multi_part_language_bad_format(
         self,
-        settings: SettingsWrapper,
+        settings: Settings,
         mocker: MockerFixture,
     ) -> None:
         """

src/paperless/tests/test_config_precedence.py

@@ -0,0 +1,32 @@
+from django.test import TestCase
+from django.test import override_settings
+
+from paperless.config import AIConfig
+from paperless.config import BarcodeConfig
+from paperless.models import ApplicationConfiguration
+
+
+class TestBooleanConfigPrecedence(TestCase):
+    @override_settings(CONSUMER_ENABLE_BARCODES=True)
+    def test_database_false_overrides_barcode_environment_setting(self) -> None:
+        config, _ = ApplicationConfiguration.objects.get_or_create()
+        config.barcodes_enabled = False
+        config.save()
+
+        self.assertFalse(BarcodeConfig().barcodes_enabled)
+
+    @override_settings(AI_ENABLED=True)
+    def test_database_false_overrides_ai_environment_setting(self) -> None:
+        config, _ = ApplicationConfiguration.objects.get_or_create()
+        config.ai_enabled = False
+        config.save()
+
+        self.assertFalse(AIConfig().ai_enabled)
+
+    @override_settings(AI_ENABLED=True)
+    def test_null_ai_setting_uses_environment_setting(self) -> None:
+        config, _ = ApplicationConfiguration.objects.get_or_create()
+        config.ai_enabled = None
+        config.save()
+
+        self.assertTrue(AIConfig().ai_enabled)

src/paperless/tests/test_views.py

@@ -1,13 +1,13 @@
 from pathlib import Path
 
 from django.test import Client
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 
 
 def test_favicon_view(
     client: Client,
     tmp_path: Path,
-    settings: SettingsWrapper,
+    settings: Settings,
 ) -> None:
     favicon_path = tmp_path / "paperless" / "img" / "favicon.ico"
     favicon_path.parent.mkdir(parents=True)
@@ -24,7 +24,7 @@ def test_favicon_view(
 def test_favicon_view_missing_file(
     client: Client,
     tmp_path: Path,
-    settings: SettingsWrapper,
+    settings: Settings,
 ) -> None:
     settings.STATIC_ROOT = tmp_path
     response = client.get("/favicon.ico")

src/paperless/views.py

@@ -443,8 +443,13 @@ class ApplicationConfigurationViewSet(ModelViewSet[ApplicationConfiguration]):
         new_llm_embedding_backend = (
             new_instance.llm_embedding_backend or settings.LLM_EMBEDDING_BACKEND
         )
+        new_ai_enabled = (
+            new_instance.ai_enabled
+            if new_instance.ai_enabled is not None
+            else settings.AI_ENABLED
+        )
         new_ai_index_enabled = bool(
-            new_instance.ai_enabled and new_llm_embedding_backend,
+            new_ai_enabled and new_llm_embedding_backend,
         )
         new_llm_embedding_chunk_size = (
             new_instance.llm_embedding_chunk_size or settings.LLM_EMBEDDING_CHUNK_SIZE

src/paperless_ai/tests/conftest.py

@@ -3,11 +3,11 @@ from pathlib import Path
 import pytest
 import pytest_mock
 from llama_index.core.base.embeddings.base import BaseEmbedding
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 
 
 @pytest.fixture
-def temp_llm_index_dir(tmp_path: Path, settings: SettingsWrapper) -> Path:
+def temp_llm_index_dir(tmp_path: Path, settings: Settings) -> Path:
     settings.LLM_INDEX_DIR = tmp_path
     settings.LLM_INDEX_LOCK = tmp_path / "index.lock"
     settings.LLM_INDEX_RWLOCK = tmp_path / "llmindex.rwlock.db"

src/paperless_ai/tests/test_index_locking.py

@@ -8,7 +8,7 @@ import pytest
 from django.conf import settings
 from filelock import ReadWriteLock
 from llama_index.core.schema import TextNode
-from pytest_django.fixtures import SettingsWrapper
+from pytest_django.fixtures import Settings
 
 from paperless_ai import indexing
 from paperless_ai.vector_store import PaperlessSqliteVecVectorStore
@@ -69,7 +69,7 @@ class TestCompactionLock:
     def test_compaction_skips_when_a_reader_holds_the_lock(
         self,
         temp_llm_index_dir: Path,
-        settings: SettingsWrapper,
+        settings: Settings,
         caplog: pytest.LogCaptureFixture,
     ) -> None:
         _seed_bloated_index(temp_llm_index_dir)

src/paperless_mail/mail.py

@@ -6,7 +6,6 @@ import socket
 import ssl
 import tempfile
 import traceback
-import unicodedata
 from datetime import date
 from datetime import timedelta
 from fnmatch import fnmatch
@@ -45,6 +44,7 @@ from documents.models import Correspondent
 from documents.models import PaperlessTask
 from documents.parsers import is_mime_type_supported
 from documents.tasks import consume_file
+from documents.utils import normalize_unicode
 from paperless.network import is_public_ip
 from paperless.network import resolve_hostname_ips
 from paperless_mail.models import MailAccount
@@ -617,10 +617,10 @@ class MailAccountHandler(LoggingMixin):
         rule: MailRule,
     ) -> str | None:
         if rule.assign_title_from == MailRule.TitleSource.FROM_SUBJECT:
-            return unicodedata.normalize("NFC", message.subject)
+            return normalize_unicode(message.subject)
 
         elif rule.assign_title_from == MailRule.TitleSource.FROM_FILENAME:
-            return unicodedata.normalize("NFC", Path(att.filename).stem)
+            return normalize_unicode(Path(att.filename).stem)
 
         elif rule.assign_title_from == MailRule.TitleSource.NONE:
             return None
@@ -1004,6 +1004,8 @@ class MailAccountHandler(LoggingMixin):
         consume_tasks = []
 
         for att in message.attachments:
+            attachment_filename = normalize_unicode(att.filename)
+
             if (
                 att.content_disposition != "attachment"
                 and rule.attachment_type
@@ -1018,7 +1020,7 @@ class MailAccountHandler(LoggingMixin):
 
             if not self.filename_inclusion_matches(
                 rule.filter_attachment_filename_include,
-                att.filename,
+                attachment_filename,
             ):
                 # Force the filename and pattern to the lowercase
                 # as this is system dependent otherwise
@@ -1030,7 +1032,7 @@ class MailAccountHandler(LoggingMixin):
                 continue
             elif self.filename_exclusion_matches(
                 rule.filter_attachment_filename_exclude,
-                att.filename,
+                attachment_filename,
             ):
                 self.log.debug(
                     f"Rule {rule}: "
@@ -1064,7 +1066,7 @@ class MailAccountHandler(LoggingMixin):
                 )
 
                 attachment_name = pathvalidate.sanitize_filename(
-                    unicodedata.normalize("NFC", att.filename),
+                    attachment_filename,
                 )
                 if attachment_name:
                     temp_filename = temp_dir / attachment_name
@@ -1175,7 +1177,7 @@ class MailAccountHandler(LoggingMixin):
         doc_overrides = DocumentMetadataOverrides(
             title=message.subject,
             filename=pathvalidate.sanitize_filename(
-                unicodedata.normalize("NFC", f"{message.subject}.eml"),
+                normalize_unicode(f"{message.subject}.eml"),
             ),
             correspondent_id=correspondent.id if correspondent else None,
             document_type_id=doc_type.id if doc_type else None,

src/paperless_mail/serialisers.py

@@ -8,6 +8,7 @@ from documents.serialisers import CorrespondentField
 from documents.serialisers import DocumentTypeField
 from documents.serialisers import OwnedObjectSerializer
 from documents.serialisers import TagsField
+from documents.utils import normalize_unicode
 from paperless_mail.models import MailAccount
 from paperless_mail.models import MailRule
 from paperless_mail.models import ProcessedMail
@@ -161,6 +162,12 @@ class MailRuleSerializer(OwnedObjectSerializer):
             raise serializers.ValidationError("Maximum mail age is unreasonably large.")
         return value
 
+    def validate_filter_attachment_filename_include(self, value):
+        return normalize_unicode(value)
+
+    def validate_filter_attachment_filename_exclude(self, value):
+        return normalize_unicode(value)
+
 
 class ProcessedMailSerializer(OwnedObjectSerializer):
     class Meta:

uv.lock

@@ -1012,15 +1012,15 @@ wheels = [
 
 [[package]]
 name = "django-guardian"
-version = "3.3.3"
+version = "3.4.0"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
     { name = "django" },
     { name = "typing-extensions", marker = "python_full_version < '3.13'" },
 ]
-sdist = { url = "https://files.pythonhosted.org/packages/f4/27/2924c6ebb788d5b76ca9f28ba4da82a2d828e56bb0f9b973dd523e797da4/django_guardian-3.3.3.tar.gz", hash = "sha256:fa9be851e5e7df4fccd0b0d7a171042cdbfaf0412a9aa54c56361d642eaccff1", size = 111083, upload-time = "2026-07-22T23:35:21.784Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/89/c7/0a2cea15a432bd97fffa50b0a01be6018e30b9cdb9775ce33c41f6994fb5/django_guardian-3.4.0.tar.gz", hash = "sha256:f7bd2d673c018e28970c6f98a5bdeeaaf294b9ca7726586695cff01f15db7ef0", size = 111700, upload-time = "2026-08-28T10:04:07.701Z" }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/40/e4/68a8224d9746f51e39e5f2442c240424c1545f63a60e28dc63735104a2cd/django_guardian-3.3.3-py3-none-any.whl", hash = "sha256:490c04c81564a15470a95cd39a5844c5898adefa4334eed6a70aa7bb41a0b7e3", size = 147566, upload-time = "2026-07-22T23:35:20.158Z" },
+    { url = "https://files.pythonhosted.org/packages/32/6d/518729624af9e29a7ea7f4b429ddca56fd6af3462c835b0e42b494680474/django_guardian-3.4.0-py3-none-any.whl", hash = "sha256:73380fcf6815b1de15dea9cbfc931d20afdae30852228c9be2f286e0e84950c8", size = 148072, upload-time = "2026-08-28T10:04:06.056Z" },
 ]
 
 [[package]]
@@ -1095,11 +1095,11 @@ wheels = [
 
 [[package]]
 name = "django-treenode"
-version = "0.24.0"
+version = "0.25.0"
 source = { registry = "https://pypi.org/simple" }
-sdist = { url = "https://files.pythonhosted.org/packages/71/8b/ff8bca02000c1d211e8eb29111fe45fd725992fc53511384b57824225333/django_treenode-0.24.0.tar.gz", hash = "sha256:7ad2198620c285ebaa9a75d0bdcb9164c5e88c084f4c3e8f765ed0fa44cbd0d6", size = 28447, upload-time = "2026-04-15T19:52:28.502Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/cb/2b/09f04b44b3583a911ae4f5d0e3360a23d529704c9e9115fce2520b7d4420/django_treenode-0.25.0.tar.gz", hash = "sha256:d14d0eb3571c227ce11147210d62a8f87b568bbb30fa76a5be9b9e6d514157c3", size = 29951, upload-time = "2026-08-26T00:20:13.489Z" }
 wheels = [
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+    { url = "https://files.pythonhosted.org/packages/e1/ac/2140e8c20e2a47457ec23302273527d3430bf5c09edb8940d74c0725c138/django_treenode-0.25.0-py3-none-any.whl", hash = "sha256:f47caab5440420870b6287602b3ee401ca354416d44b24ab97579be5ea658927", size = 22343, upload-time = "2026-08-26T00:20:12.078Z" },
 ]
 
 [[package]]
@@ -1153,14 +1153,14 @@ wheels = [
 
 [[package]]
 name = "drf-spectacular-sidecar"
-version = "2026.7.1"
+version = "2026.8.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
     { name = "django" },
 ]
-sdist = { url = "https://files.pythonhosted.org/packages/7a/51/9e038d14bf51a0bd051e8bcb690287349c908fa7ba69021d9f3e5d5ac51f/drf_spectacular_sidecar-2026.7.1.tar.gz", hash = "sha256:40113c4066c7bc3ef15a7ce1c40cda227a907a9986748024a813a9e0595eba25", size = 2593211, upload-time = "2026-07-01T13:39:06.084Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/28/82/eb18e2108b8ceaa50a01d2cdb35ab5ce198c18f062448b2d29d6e89aabeb/drf_spectacular_sidecar-2026.8.1.tar.gz", hash = "sha256:9d9ee678e5ec70cdda2c7ed95cafcdb6141664dc3e11def8a8599c8ad36cf6f5", size = 2603635, upload-time = "2026-08-01T12:09:03.088Z" }
 wheels = [
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+    { url = "https://files.pythonhosted.org/packages/3e/5b/5ea443b8c24b4a4815a6467a158c4511dfe8bed83f8861a27bdb29c4fc47/drf_spectacular_sidecar-2026.8.1-py3-none-any.whl", hash = "sha256:6b8784d3e8c6bd9aa740b14e874640697ab1bc67f5232d74fdd9ef84eaea6bc3", size = 2626283, upload-time = "2026-08-01T12:09:01.705Z" },
 ]
 
 [[package]]
@@ -1194,11 +1194,11 @@ wheels = [
 
 [[package]]
 name = "faker"
-version = "40.36.0"
+version = "40.37.0"
 source = { registry = "https://pypi.org/simple" }
-sdist = { url = "https://files.pythonhosted.org/packages/98/d2/026af1e002bbc6df534d1f8262b18ec79a974f928e9290bfbfdfe7c7b2af/faker-40.36.0.tar.gz", hash = "sha256:754048c76c03afa7de83eee8f4bcee3cf668cbb7d995f54a4e9678db7f110308", size = 2025903, upload-time = "2026-07-24T21:11:33.088Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/f6/fb/35acc76128d5ee8983d940da871cc8eba876e7b0e9e6bd402ecd7104dcdc/faker-40.37.0.tar.gz", hash = "sha256:a92dff7f310e61fb544c61720e15edb2e7448bc33d15a321a99e9ab7b94abf54", size = 2025920, upload-time = "2026-08-21T16:33:16.261Z" }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/50/9a/b947ed175ce9a0dcb070ccf3607f0ce8720cfb5ed1a36166a150b2acd5af/faker-40.36.0-py3-none-any.whl", hash = "sha256:82b9497d9cfe017048075bcf969298a74b1b6e39f5e4dad1211085d1133f7b62", size = 2062829, upload-time = "2026-07-24T21:11:31.37Z" },
+    { url = "https://files.pythonhosted.org/packages/3e/22/bf589b6b2c7527047f55450358fbe5961aeaadf168d6b51a1a1c67da497f/faker-40.37.0-py3-none-any.whl", hash = "sha256:ddbafa55c94d5b69c08ced3a7f202614204a02e07ba6548c729b8d18acc0b490", size = 2062853, upload-time = "2026-08-21T16:33:14.516Z" },
 ]
 
 [[package]]
@@ -1850,11 +1850,11 @@ wheels = [
 
 [[package]]
 name = "imap-tools"
-version = "1.14.0"
+version = "1.15.0"
 source = { registry = "https://pypi.org/simple" }
-sdist = { url = "https://files.pythonhosted.org/packages/41/66/d52b6c7740aa81678404a9039668ab2b4887f46055290f232229a2d5b612/imap_tools-1.14.0.tar.gz", hash = "sha256:d730a35763c09ca02be45b93c8d5d638d9f098876c95841c7ce4d337ede403da", size = 48268, upload-time = "2026-07-24T06:23:43.804Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/59/4e/acf9a7d59932548bc749fe0f5ae852e6da00b640303ed72786f697944b69/imap_tools-1.15.0.tar.gz", hash = "sha256:a90f948549ab000d96caf17c90e63b114f8788ba4a0d3f9274a96c0e108c3805", size = 48497, upload-time = "2026-08-06T10:25:26.567Z" }
 wheels = [
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+    { url = "https://files.pythonhosted.org/packages/50/eb/a4ad6ec962af2806c3484adb1869c24a04d8ef8c2034f2dd2b0f48459b0a/imap_tools-1.15.0-py3-none-any.whl", hash = "sha256:7bb0003c8bf124b80968c7bef786e4577d8365e9afb6551dc15b13161b688bdc", size = 36512, upload-time = "2026-08-06T10:25:24.377Z" },
 ]
 
 [[package]]
@@ -2802,7 +2802,7 @@ wheels = [
 
 [[package]]
 name = "ocrmypdf"
-version = "17.10.0"
+version = "17.11.0"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
     { name = "fpdf2" },
@@ -2819,9 +2819,9 @@ dependencies = [
     { name = "typing-extensions", marker = "python_full_version < '3.13'" },
     { name = "uharfbuzz" },
 ]
-sdist = { url = "https://files.pythonhosted.org/packages/20/2e/96c9912ad50fe3e186f0d3580d06d27ac2300fcc178d7457794f4bcaf3b8/ocrmypdf-17.10.0.tar.gz", hash = "sha256:3e80a22e7ca9a746034e990414c9f18791f168800f3ede92101504f45be6129c", size = 7499394, upload-time = "2026-08-05T00:25:50.595Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/4c/9a/f7d7c943e07b0a28cb0958229ac480f3c51b4169ad9df030477f103b298a/ocrmypdf-17.11.0.tar.gz", hash = "sha256:8e41cbba23bba9ce20bc557576211e1829d1beaef00183bacd227b4b9482af87", size = 7544564, upload-time = "2026-08-28T22:15:37.774Z" }
 wheels = [
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+    { url = "https://files.pythonhosted.org/packages/14/85/5a996c67cf44ecd3dfb6154202c7fecefb71b5ed52ec00b6a4de46a77e15/ocrmypdf-17.11.0-py3-none-any.whl", hash = "sha256:56cc82e49e22ba0fe77585d7fe788ab951b58ff1e7f75025eafa917e37efb2a9", size = 534921, upload-time = "2026-08-28T22:15:35.815Z" },
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 [[package]]
@@ -3036,14 +3036,14 @@ requires-dist = [
     { name = "django-cors-headers", specifier = "~=4.9.0" },
     { name = "django-extensions", specifier = "~=4.1" },
     { name = "django-filter", specifier = "~=25.1" },
-    { name = "django-guardian", specifier = "~=3.3.3" },
+    { name = "django-guardian", specifier = ">=3.3.3,<3.5.0" },
     { name = "django-multiselectfield", specifier = "~=1.0.1" },
     { name = "django-rich", specifier = "~=2.2.0" },
     { name = "django-soft-delete", specifier = "~=1.0.18" },
     { name = "django-treenode", specifier = ">=0.24" },
     { name = "djangorestframework", specifier = "~=3.16" },
     { name = "drf-spectacular", specifier = "~=0.30" },
-    { name = "drf-spectacular-sidecar", specifier = "~=2026.7.1" },
+    { name = "drf-spectacular-sidecar", specifier = ">=2026.7.1,<2026.9.0" },
     { name = "drf-writable-nested", specifier = "~=0.7.1" },
     { name = "filelock", specifier = "~=3.32.0" },
     { name = "flower", specifier = ">=2.0.1,<2.2" },
@@ -3051,7 +3051,7 @@ requires-dist = [
     { name = "granian", extras = ["uvloop"], marker = "extra == 'webserver'", specifier = ">=2.7,<2.9" },
     { name = "httpx-oauth", specifier = "~=0.17" },
     { name = "ijson", specifier = ">=3.5.1" },
-    { name = "imap-tools", specifier = "~=1.14.0" },
+    { name = "imap-tools", specifier = ">=1.14,<1.16" },
     { name = "jinja2", specifier = "~=3.1.6" },
     { name = "langdetect", specifier = "~=1.0.9" },
     { name = "llama-index-core", specifier = ">=0.14.23" },
@@ -3062,7 +3062,7 @@ requires-dist = [
     { name = "llama-index-llms-openai-like", specifier = ">=0.7.1" },
     { name = "mysqlclient", marker = "extra == 'mariadb'", specifier = "~=2.2.7" },
     { name = "nltk", specifier = "~=3.10.0" },
-    { name = "ocrmypdf", specifier = ">=17.7,<17.11" },
+    { name = "ocrmypdf", specifier = ">=17.7,<17.12" },
     { name = "openai", specifier = ">=2.48" },
     { name = "pathvalidate", specifier = "~=3.3.1" },
     { name = "pdf2image", specifier = "~=1.17.0" },
@@ -3098,12 +3098,12 @@ provides-extras = ["mariadb", "postgres", "webserver"]
 dev = [
     { name = "daphne" },
     { name = "factory-boy", specifier = "~=3.3.1" },
-    { name = "faker", specifier = "~=40.36.0" },
+    { name = "faker", specifier = ">=40.36,<40.38" },
     { name = "imagehash" },
-    { name = "prek", specifier = "~=0.4.11" },
+    { name = "prek", specifier = ">=0.4.11,<0.6.0" },
     { name = "pytest", specifier = "~=9.1.1" },
     { name = "pytest-cov", specifier = "~=7.1.0" },
-    { name = "pytest-django", specifier = "~=4.12.0" },
+    { name = "pytest-django", specifier = ">=4.12,<4.15" },
     { name = "pytest-env", specifier = "~=1.7.0" },
     { name = "pytest-httpx" },
     { name = "pytest-mock", specifier = "~=3.15.1" },
@@ -3116,17 +3116,17 @@ dev = [
 ]
 docs = [{ name = "zensical", specifier = ">=0.0.51" }]
 lint = [
-    { name = "prek", specifier = "~=0.4.11" },
+    { name = "prek", specifier = ">=0.4.11,<0.6.0" },
     { name = "ruff", specifier = "~=0.16.1" },
 ]
 testing = [
     { name = "daphne" },
     { name = "factory-boy", specifier = "~=3.3.1" },
-    { name = "faker", specifier = "~=40.36.0" },
+    { name = "faker", specifier = ">=40.36,<40.38" },
     { name = "imagehash" },
     { name = "pytest", specifier = "~=9.1.1" },
     { name = "pytest-cov", specifier = "~=7.1.0" },
-    { name = "pytest-django", specifier = "~=4.12.0" },
+    { name = "pytest-django", specifier = ">=4.12,<4.15" },
     { name = "pytest-env", specifier = "~=1.7.0" },
     { name = "pytest-httpx" },
     { name = "pytest-mock", specifier = "~=3.15.1" },
@@ -3376,23 +3376,23 @@ wheels = [
 
 [[package]]
 name = "prek"
-version = "0.4.11"
+version = "0.5.0"
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