fix css sanitizer stuff

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>

.codecov.yml

@@ -14,10 +14,6 @@ component_management:
 # https://docs.codecov.com/docs/carryforward-flags
 flags:
   # Backend Python versions
-  backend-python-3.10:
-    paths:
-      - src/**
-    carryforward: true
   backend-python-3.11:
     paths:
       - src/**
@@ -26,6 +22,14 @@ flags:
     paths:
       - src/**
     carryforward: true
+  backend-python-3.13:
+    paths:
+      - src/**
+    carryforward: true
+  backend-python-3.14:
+    paths:
+      - src/**
+    carryforward: true
   # Frontend (shards merge into single flag)
   frontend-node-24.x:
     paths:
@@ -41,9 +45,10 @@ coverage:
     project:
       backend:
         flags:
-          - backend-python-3.10
           - backend-python-3.11
           - backend-python-3.12
+          - backend-python-3.13
+          - backend-python-3.14
         paths:
           - src/**
         # https://docs.codecov.com/docs/commit-status#threshold
@@ -59,9 +64,10 @@ coverage:
     patch:
       backend:
         flags:
-          - backend-python-3.10
           - backend-python-3.11
           - backend-python-3.12
+          - backend-python-3.13
+          - backend-python-3.14
         paths:
           - src/**
         target: 100%

.devcontainer/Dockerfile

@@ -64,8 +64,6 @@ ARG RUNTIME_PACKAGES="\
   libmagic1 \
   media-types \
   zlib1g \
-  # Barcode splitter
-  libzbar0 \
   poppler-utils \
   htop \
   sudo"

.devcontainer/README.md

@@ -89,6 +89,18 @@ Additional tasks are available for common maintenance operations:
 - **Migrate Database**: To apply database migrations.
 - **Create Superuser**: To create an admin user for the application.
 
+## Committing from the Host Machine
+
+The DevContainer automatically installs Git pre-commit hooks during setup. However, these hooks are configured for use inside the container.
+
+If you want to commit changes from your host machine (outside the DevContainer), you need to set up prek on your host. This installs it as a standalone tool.
+
+```bash
+uv tool install prek && prek install
+```
+
+After this, you can commit either from inside the DevContainer or from your host machine.
+
 ## Let's Get Started!
 
 Follow the steps above to get your development environment up and running. Happy coding!

.devcontainer/devcontainer.json

@@ -3,7 +3,11 @@
     "dockerComposeFile": "docker-compose.devcontainer.sqlite-tika.yml",
     "service": "paperless-development",
     "workspaceFolder": "/usr/src/paperless/paperless-ngx",
-    "postCreateCommand": "/bin/bash -c 'rm -rf .venv/.*  && uv sync --group dev && uv run pre-commit install'",
+    "forwardPorts": [4200, 8000],
+    "containerEnv": {
+        "UV_CACHE_DIR": "/usr/src/paperless/paperless-ngx/.uv-cache"
+    },
+    "postCreateCommand": "/bin/bash -c 'rm -rf .venv/.* && uv sync --group dev && uv run prek install'",
     "customizations": {
         "vscode": {
             "extensions": [
@@ -11,7 +15,8 @@
                 "ms-python.python",
                 "ms-vscode.js-debug-nightly",
                 "eamodio.gitlens",
-            "yzhang.markdown-all-in-one"
+                "yzhang.markdown-all-in-one",
+                "pnpm.pnpm"
             ],
             "settings": {
                 "python.defaultInterpreterPath": "/usr/src/paperless/paperless-ngx/.venv/bin/python",

.devcontainer/vscode/tasks.json

@@ -33,7 +33,7 @@
 			"label": "Start: Frontend Angular",
 			"description": "Start the Frontend Angular Dev Server",
 			"type": "shell",
-			"command": "pnpm start",
+			"command": "pnpm exec ng serve --host 0.0.0.0",
 			"isBackground": true,
 			"options": {
 				"cwd": "${workspaceFolder}/src-ui"
@@ -116,9 +116,9 @@
 		},
 		{
 			"label": "Maintenance: Build Documentation",
-			"description": "Build the documentation with MkDocs",
+			"description": "Build the documentation with Zensical",
 			"type": "shell",
-			"command": "uv run mkdocs build --config-file mkdocs.yml && uv run mkdocs serve",
+			"command": "uv run zensical build && uv run zensical serve",
 			"group": "none",
 			"presentation": {
 				"echo": true,
@@ -174,12 +174,22 @@
 		{
 			"label": "Maintenance: Install Frontend Dependencies",
 			"description": "Install frontend (pnpm) dependencies",
-			"type": "pnpm",
+			"type": "shell",
-			"script": "install",
+			"command": "pnpm install",
-			"path": "src-ui",
 			"group": "clean",
 			"problemMatcher": [],
-			"detail": "install dependencies from package"
+			"options": {
+				"cwd": "${workspaceFolder}/src-ui"
+			},
+			"presentation": {
+				"echo": true,
+				"reveal": "always",
+				"focus": true,
+				"panel": "shared",
+				"showReuseMessage": false,
+				"clear": true,
+				"revealProblems": "onProblem"
+			}
 		},
 		{
 			"description": "Clean install frontend dependencies and build the frontend for production",

.dockerignore

@@ -28,3 +28,4 @@
 ./resources
 # Other stuff
 **/*.drawio.png
+.mypy_baseline

.editorconfig

@@ -39,3 +39,6 @@ max_line_length = off
 
 [Dockerfile*]
 indent_style = space
+
+[*.toml]
+indent_style = space

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -21,6 +21,7 @@ body:
         - [The installation instructions](https://docs.paperless-ngx.com/setup/#installation).
         - [Existing issues and discussions](https://github.com/paperless-ngx/paperless-ngx/search?q=&type=issues).
         - Disable any custom container initialization scripts, if using
+        - Remove any third-party parser plugins — issues caused by or requiring changes to a third-party plugin will be closed without investigation.
 
         If you encounter issues while installing or configuring Paperless-ngx, please post in the ["Support" section of the discussions](https://github.com/paperless-ngx/paperless-ngx/discussions/new?category=support).
   - type: textarea

.github/PULL_REQUEST_TEMPLATE.md

@@ -37,6 +37,6 @@ NOTE: PRs that do not address the following will not be merged, please do not sk
 - [ ] If applicable, I have included testing coverage for new code in this PR, for [backend](https://docs.paperless-ngx.com/development/#testing) and / or [front-end](https://docs.paperless-ngx.com/development/#testing-and-code-style) changes.
 - [ ] If applicable, I have tested my code for breaking changes & regressions on both mobile & desktop devices, using the latest version of major browsers.
 - [ ] If applicable, I have checked that all tests pass, see [documentation](https://docs.paperless-ngx.com/development/#back-end-development).
-- [ ] I have run all `pre-commit` hooks, see [documentation](https://docs.paperless-ngx.com/development/#code-formatting-with-pre-commit-hooks).
+- [ ] I have run all Git `pre-commit` hooks, see [documentation](https://docs.paperless-ngx.com/development/#code-formatting-with-pre-commit-hooks).
 - [ ] I have made corresponding changes to the documentation as needed.
 - [ ] In the description of the PR above I have disclosed the use of AI tools in the coding of this PR.

.github/dependabot.yml

@@ -12,6 +12,8 @@ updates:
     open-pull-requests-limit: 10
     schedule:
       interval: "monthly"
+    cooldown:
+      default-days: 7
     labels:
       - "frontend"
       - "dependencies"
@@ -36,7 +38,9 @@ updates:
     directory: "/"
     # Check for updates once a week
     schedule:
-      interval: "weekly"
+      interval: "monthly"
+    cooldown:
+      default-days: 7
     labels:
       - "backend"
       - "dependencies"
@@ -46,8 +50,8 @@ updates:
         patterns:
           - "*pytest*"
           - "ruff"
-          - "mkdocs-material"
+          - "zensical"
-          - "pre-commit*"
+          - "prek*"
       # Django & DRF Ecosystem
       django-ecosystem:
         patterns:
@@ -69,7 +73,6 @@ updates:
         patterns:
           - "ocrmypdf"
           - "pdf2image"
-          - "pyzbar"
           - "zxing-cpp"
           - "tika-client"
           - "gotenberg-client"
@@ -98,6 +101,8 @@ updates:
     schedule:
       # Check for updates to GitHub Actions every month
       interval: "monthly"
+    cooldown:
+      default-days: 7
     labels:
       - "ci-cd"
       - "dependencies"
@@ -113,7 +118,9 @@ updates:
       - "/"
       - "/.devcontainer/"
     schedule:
-      interval: "weekly"
+      interval: "monthly"
+    cooldown:
+      default-days: 7
     open-pull-requests-limit: 5
     labels:
       - "dependencies"
@@ -124,7 +131,9 @@ updates:
   - package-ecosystem: "docker-compose"
     directory: "/docker/compose/"
     schedule:
-      interval: "weekly"
+      interval: "monthly"
+    cooldown:
+      default-days: 7
     open-pull-requests-limit: 5
     labels:
       - "dependencies"
@@ -148,3 +157,16 @@ updates:
       postgres:
         patterns:
           - "docker.io/library/postgres*"
+      greenmail:
+        patterns:
+          - "docker.io/greenmail*"
+  - package-ecosystem: "pre-commit" # See documentation for possible values
+    directory: "/" # Location of package manifests
+    schedule:
+      interval: "monthly"
+    cooldown:
+      default-days: 7
+    groups:
+      pre-commit-dependencies:
+        patterns:
+          - "*"

.github/workflows/ci-backend.yml

@@ -3,66 +3,123 @@ on:
   push:
     branches-ignore:
       - 'translations**'
-    paths:
-      - 'src/**'
-      - 'pyproject.toml'
-      - 'uv.lock'
-      - 'docker/compose/docker-compose.ci-test.yml'
-      - '.github/workflows/ci-backend.yml'
   pull_request:
     branches-ignore:
       - 'translations**'
-    paths:
-      - 'src/**'
-      - 'pyproject.toml'
-      - 'uv.lock'
-      - 'docker/compose/docker-compose.ci-test.yml'
-      - '.github/workflows/ci-backend.yml'
   workflow_dispatch:
 concurrency:
   group: backend-${{ github.event.pull_request.number || github.ref }}
   cancel-in-progress: true
 env:
-  DEFAULT_UV_VERSION: "0.9.x"
+  DEFAULT_UV_VERSION: "0.11.x"
   NLTK_DATA: "/usr/share/nltk_data"
+permissions: {}
 jobs:
+  changes:
+    name: Detect Backend Changes
+    runs-on: ubuntu-slim
+    permissions:
+      contents: read
+    outputs:
+      backend_changed: ${{ steps.force.outputs.run_all == 'true' || steps.filter.outputs.backend == 'true' }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          fetch-depth: 0
+          persist-credentials: false
+      - name: Decide run mode
+        id: force
+        env:
+          EVENT_NAME: ${{ github.event_name }}
+          REF_NAME: ${{ github.ref_name }}
+        run: |
+          if [[ "${EVENT_NAME}" == "workflow_dispatch" ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          elif [[ "${EVENT_NAME}" == "push" && ( "${REF_NAME}" == "main" || "${REF_NAME}" == "dev" ) ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          else
+            echo "run_all=false" >> "$GITHUB_OUTPUT"
+          fi
+      - name: Set diff range
+        id: range
+        if: steps.force.outputs.run_all != 'true'
+        env:
+          BEFORE_SHA: ${{ github.event.before }}
+          DEFAULT_BRANCH: ${{ github.event.repository.default_branch }}
+          EVENT_CREATED: ${{ github.event.created }}
+          EVENT_NAME: ${{ github.event_name }}
+          PR_BASE_SHA: ${{ github.event.pull_request.base.sha }}
+          SHA: ${{ github.sha }}
+        run: |
+          if [[ "${EVENT_NAME}" == "pull_request" ]]; then
+            echo "base=${PR_BASE_SHA}" >> "$GITHUB_OUTPUT"
+          elif [[ "${EVENT_CREATED}" == "true" ]]; then
+            echo "base=${DEFAULT_BRANCH}" >> "$GITHUB_OUTPUT"
+          else
+            echo "base=${BEFORE_SHA}" >> "$GITHUB_OUTPUT"
+          fi
+          echo "ref=${SHA}" >> "$GITHUB_OUTPUT"
+      - name: Detect changes
+        id: filter
+        if: steps.force.outputs.run_all != 'true'
+        uses: dorny/paths-filter@fbd0ab8f3e69293af611ebaee6363fc25e6d187d # v4.0.1
+        with:
+          base: ${{ steps.range.outputs.base }}
+          ref: ${{ steps.range.outputs.ref }}
+          filters: |
+            backend:
+              - 'src/**'
+              - 'pyproject.toml'
+              - 'uv.lock'
+              - 'docker/compose/docker-compose.ci-test.yml'
+              - '.github/workflows/ci-backend.yml'
   test:
+    needs: changes
+    if: needs.changes.outputs.backend_changed == 'true'
     name: "Python ${{ matrix.python-version }}"
     runs-on: ubuntu-24.04
+    permissions:
+      contents: read
     strategy:
       matrix:
-        python-version: ['3.10', '3.11', '3.12']
+        python-version: ['3.11', '3.12', '3.13', '3.14']
       fail-fast: false
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Start containers
         run: |
           docker compose --file docker/compose/docker-compose.ci-test.yml pull --quiet
           docker compose --file docker/compose/docker-compose.ci-test.yml up --detach
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405 # v6.2.0
         with:
           python-version: "${{ matrix.python-version }}"
       - name: Install uv
-        uses: astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@08807647e7069bb48b6ef5acd8ec9567f424441b # v8.1.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
           enable-cache: true
           python-version: ${{ steps.setup-python.outputs.python-version }}
       - name: Install system dependencies
+        timeout-minutes: 10
         run: |
           sudo apt-get update -qq
           sudo apt-get install -qq --no-install-recommends \
-            unpaper tesseract-ocr imagemagick ghostscript libzbar0 poppler-utils
+            unpaper tesseract-ocr imagemagick ghostscript poppler-utils
       - name: Configure ImageMagick
         run: |
           sudo cp docker/rootfs/etc/ImageMagick-6/paperless-policy.xml /etc/ImageMagick-6/policy.xml
       - name: Install Python dependencies
+        env:
+          PYTHON_VERSION: ${{ steps.setup-python.outputs.python-version }}
         run: |
           uv sync \
-            --python ${{ steps.setup-python.outputs.python-version }} \
+            --python "${PYTHON_VERSION}" \
             --group testing \
             --frozen
       - name: List installed Python dependencies
@@ -70,29 +127,27 @@ jobs:
           uv pip list
       - name: Install NLTK data
         run: |
-          uv run python -m nltk.downloader punkt punkt_tab snowball_data stopwords -d ${{ env.NLTK_DATA }}
+          uv run python -m nltk.downloader punkt punkt_tab snowball_data stopwords -d "${NLTK_DATA}"
       - name: Run tests
         env:
           NLTK_DATA: ${{ env.NLTK_DATA }}
           PAPERLESS_CI_TEST: 1
-          PAPERLESS_MAIL_TEST_HOST: ${{ secrets.TEST_MAIL_HOST }}
+          PYTHON_VERSION: ${{ steps.setup-python.outputs.python-version }}
-          PAPERLESS_MAIL_TEST_USER: ${{ secrets.TEST_MAIL_USER }}
-          PAPERLESS_MAIL_TEST_PASSWD: ${{ secrets.TEST_MAIL_PASSWD }}
         run: |
           uv run \
-            --python ${{ steps.setup-python.outputs.python-version }} \
+            --python "${PYTHON_VERSION}" \
             --dev \
             --frozen \
             pytest
       - name: Upload test results to Codecov
         if: always()
-        uses: codecov/codecov-action@v5
+        uses: codecov/codecov-action@57e3a136b779b570ffcdbf80b3bdc90e7fab3de2 # v6.0.0
         with:
           flags: backend-python-${{ matrix.python-version }}
           files: junit.xml
           report_type: test_results
       - name: Upload coverage to Codecov
-        uses: codecov/codecov-action@v5
+        uses: codecov/codecov-action@57e3a136b779b570ffcdbf80b3bdc90e7fab3de2 # v6.0.0
         with:
           flags: backend-python-${{ matrix.python-version }}
           files: coverage.xml
@@ -102,3 +157,91 @@ jobs:
         run: |
           docker compose --file docker/compose/docker-compose.ci-test.yml logs
           docker compose --file docker/compose/docker-compose.ci-test.yml down
+  typing:
+    needs: changes
+    if: needs.changes.outputs.backend_changed == 'true'
+    name: Check project typing
+    runs-on: ubuntu-24.04
+    permissions:
+      contents: read
+    env:
+      DEFAULT_PYTHON: "3.12"
+      PAPERLESS_SECRET_KEY: "ci-typing-not-a-real-secret"
+    steps:
+      - name: Checkout
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Set up Python
+        id: setup-python
+        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405 # v6.2.0
+        with:
+          python-version: "${{ env.DEFAULT_PYTHON }}"
+      - name: Install uv
+        uses: astral-sh/setup-uv@08807647e7069bb48b6ef5acd8ec9567f424441b # v8.1.0
+        with:
+          version: ${{ env.DEFAULT_UV_VERSION }}
+          enable-cache: true
+          python-version: ${{ steps.setup-python.outputs.python-version }}
+      - name: Install Python dependencies
+        env:
+          PYTHON_VERSION: ${{ steps.setup-python.outputs.python-version }}
+        run: |
+          uv sync \
+            --python "${PYTHON_VERSION}" \
+            --group testing \
+            --group typing \
+            --frozen
+      - name: List installed Python dependencies
+        run: |
+          uv pip list
+      - name: Check typing (pyrefly)
+        continue-on-error: true
+        run: |
+          uv run pyrefly \
+            check \
+            src/
+      - name: Cache Mypy
+        uses: actions/cache@27d5ce7f107fe9357f9df03efb73ab90386fccae # v5.0.5
+        with:
+          path: .mypy_cache
+          # Keyed by OS, Python version, and dependency hashes
+          key: ${{ runner.os }}-mypy-py${{ env.DEFAULT_PYTHON }}-${{ hashFiles('pyproject.toml', 'uv.lock') }}
+          restore-keys: |
+            ${{ runner.os }}-mypy-py${{ env.DEFAULT_PYTHON }}-
+            ${{ runner.os }}-mypy-
+      - name: Check typing (mypy)
+        continue-on-error: true
+        run: |
+          uv run mypy \
+            --show-error-codes \
+            --warn-unused-configs \
+            src/ | uv run mypy-baseline filter
+  gate:
+    name: Backend CI Gate
+    needs: [changes, test, typing]
+    if: always()
+    runs-on: ubuntu-slim
+    steps:
+      - name: Check gate
+        env:
+          BACKEND_CHANGED: ${{ needs.changes.outputs.backend_changed }}
+          TEST_RESULT: ${{ needs.test.result }}
+          TYPING_RESULT: ${{ needs.typing.result }}
+        run: |
+          if [[ "${BACKEND_CHANGED}" != "true" ]]; then
+            echo "No backend-relevant changes detected."
+            exit 0
+          fi
+
+          if [[ "${TEST_RESULT}" != "success" ]]; then
+            echo "::error::Backend test job result: ${TEST_RESULT}"
+            exit 1
+          fi
+
+          if [[ "${TYPING_RESULT}" != "success" ]]; then
+            echo "::error::Backend typing job result: ${TYPING_RESULT}"
+            exit 1
+          fi
+
+          echo "Backend checks passed."

.github/workflows/ci-docker.yml

@@ -41,19 +41,20 @@ jobs:
       ref-name: ${{ steps.ref.outputs.name }}
     steps:
       - name: Checkout
-        uses: actions/checkout@v6.0.1
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Determine ref name
         id: ref
         run: |
           ref_name="${GITHUB_HEAD_REF:-$GITHUB_REF_NAME}"
-          # Sanitize by replacing / with - for cache keys
+          # Sanitize by replacing / with - for use in tags and cache keys
-          cache_ref="${ref_name//\//-}"
+          sanitized_ref="${ref_name//\//-}"
 
           echo "ref_name=${ref_name}"
-          echo "cache_ref=${cache_ref}"
+          echo "sanitized_ref=${sanitized_ref}"
 
-          echo "name=${ref_name}" >> $GITHUB_OUTPUT
+          echo "name=${sanitized_ref}" >> $GITHUB_OUTPUT
-          echo "cache-ref=${cache_ref}" >> $GITHUB_OUTPUT
       - name: Check push permissions
         id: check-push
         env:
@@ -62,12 +63,14 @@ jobs:
           # should-push: Should we push to GHCR?
           # True for:
           #   1. Pushes (tags/dev/beta) - filtered via the workflow triggers
-          #   2. Internal PRs where the branch name starts with 'feature-' - filtered here when a PR is synced
+          #   2. Manual dispatch - always push to GHCR
+          #   3. Internal PRs where the branch name starts with 'feature-' or 'fix-'
 
           should_push="false"
-
           if [[ "${{ github.event_name }}" == "push" ]]; then
             should_push="true"
+          elif [[ "${{ github.event_name }}" == "workflow_dispatch" ]]; then
+            should_push="true"
           elif [[ "${{ github.event_name }}" == "pull_request" && "${{ github.event.pull_request.head.repo.full_name }}" == "${{ github.repository }}" ]]; then
             if [[ "${REF_NAME}" == feature-* || "${REF_NAME}" == fix-* ]]; then
               should_push="true"
@@ -86,7 +89,7 @@ jobs:
                 push_external="true"
                 ;;
             esac
-            case "${{ github.ref }}" in
+            case "${GITHUB_REF}" in
               refs/tags/v*|*beta.rc*)
                 push_external="true"
                 ;;
@@ -103,9 +106,9 @@ jobs:
           echo "repository=${repo_name}"
           echo "name=${repo_name}" >> $GITHUB_OUTPUT
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v3.12.0
+        uses: docker/setup-buildx-action@4d04d5d9486b7bd6fa91e7baf45bbb4f8b9deedd # v4.0.0
       - name: Login to GitHub Container Registry
-        uses: docker/login-action@v3.6.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         with:
           registry: ${{ env.REGISTRY }}
           username: ${{ github.actor }}
@@ -118,7 +121,7 @@ jobs:
           sudo rm -rf "$AGENT_TOOLSDIRECTORY"
       - name: Docker metadata
         id: docker-meta
-        uses: docker/metadata-action@v5.10.0
+        uses: docker/metadata-action@030e881283bb7a6894de51c315a6bfe6a94e05cf # v6.0.0
         with:
           images: |
             ${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}
@@ -129,7 +132,7 @@ jobs:
             type=semver,pattern={{major}}.{{minor}}
       - name: Build and push by digest
         id: build
-        uses: docker/build-push-action@v6.18.0
+        uses: docker/build-push-action@bcafcacb16a39f128d818304e6c9c0c18556b85f # v7.1.0
         with:
           context: .
           file: ./Dockerfile
@@ -139,67 +142,69 @@ jobs:
             PNGX_TAG_VERSION=${{ steps.docker-meta.outputs.version }}
           outputs: type=image,name=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }},push-by-digest=true,name-canonical=true,push=${{ steps.check-push.outputs.should-push }}
           cache-from: |
-            type=registry,ref=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}/cache/app:${{ steps.ref.outputs.cache-ref }}-${{ matrix.arch }}
+            type=registry,ref=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}/cache/app:${{ steps.ref.outputs.name }}-${{ matrix.arch }}
             type=registry,ref=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}/cache/app:dev-${{ matrix.arch }}
-          cache-to: ${{ steps.check-push.outputs.should-push == 'true' && format('type=registry,mode=max,ref={0}/{1}/cache/app:{2}-{3}', env.REGISTRY, steps.repo.outputs.name, steps.ref.outputs.cache-ref, matrix.arch) || '' }}
+          cache-to: ${{ steps.check-push.outputs.should-push == 'true' && format('type=registry,mode=max,ref={0}/{1}/cache/app:{2}-{3}', env.REGISTRY, steps.repo.outputs.name, steps.ref.outputs.name, matrix.arch) || '' }}
       - name: Export digest
         if: steps.check-push.outputs.should-push == 'true'
         run: |
           mkdir -p /tmp/digests
           digest="${{ steps.build.outputs.digest }}"
           echo "digest=${digest}"
-          touch "/tmp/digests/${digest#sha256:}"
+          echo "${digest}" > "/tmp/digests/digest-${{ matrix.arch }}.txt"
       - name: Upload digest
         if: steps.check-push.outputs.should-push == 'true'
-        uses: actions/upload-artifact@v6.0.0
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: digests-${{ matrix.arch }}
-          path: /tmp/digests/*
+          path: /tmp/digests/digest-${{ matrix.arch }}.txt
           if-no-files-found: error
           retention-days: 1
+          archive: false
   merge-and-push:
     name: Merge and Push Manifest
     runs-on: ubuntu-24.04
     needs: build-arch
     if: needs.build-arch.outputs.should-push == 'true'
+    environment: image-publishing
     permissions:
       contents: read
       packages: write
     steps:
       - name: Download digests
-        uses: actions/download-artifact@v7.0.0
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
         with:
           path: /tmp/digests
-          pattern: digests-*
+          pattern: digest-*.txt
           merge-multiple: true
       - name: List digests
         run: |
           echo "Downloaded digests:"
           ls -la /tmp/digests/
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v3.12.0
+        uses: docker/setup-buildx-action@4d04d5d9486b7bd6fa91e7baf45bbb4f8b9deedd # v4.0.0
       - name: Login to GitHub Container Registry
-        uses: docker/login-action@v3.6.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         with:
           registry: ${{ env.REGISTRY }}
           username: ${{ github.actor }}
           password: ${{ secrets.GITHUB_TOKEN }}
       - name: Login to Docker Hub
         if: needs.build-arch.outputs.push-external == 'true'
-        uses: docker/login-action@v3.6.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
       - name: Login to Quay.io
         if: needs.build-arch.outputs.push-external == 'true'
-        uses: docker/login-action@v3.6.0
+        uses: docker/login-action@4907a6ddec9925e35a0a9e82d7399ccc52663121 # v4.1.0
         with:
           registry: quay.io
           username: ${{ secrets.QUAY_USERNAME }}
           password: ${{ secrets.QUAY_ROBOT_TOKEN }}
       - name: Docker metadata
         id: docker-meta
-        uses: docker/metadata-action@v5.10.0
+        uses: docker/metadata-action@030e881283bb7a6894de51c315a6bfe6a94e05cf # v6.0.0
         with:
           images: |
             ${{ env.REGISTRY }}/${{ needs.build-arch.outputs.repository }}
@@ -216,8 +221,9 @@ jobs:
           tags=$(jq -cr '.tags | map("-t " + .) | join(" ")' <<< "${DOCKER_METADATA_OUTPUT_JSON}")
 
           digests=""
-          for digest in *; do
+          for digest_file in digest-*.txt; do
-            digests+="${{ env.REGISTRY }}/${REPOSITORY}@sha256:${digest} "
+            digest=$(cat "${digest_file}")
+            digests+="${{ env.REGISTRY }}/${REPOSITORY}@${digest} "
           done
 
           echo "Creating manifest with tags: ${tags}"
@@ -225,8 +231,10 @@ jobs:
 
           docker buildx imagetools create ${tags} ${digests}
       - name: Inspect image
+        env:
+          FIRST_TAG: ${{ fromJSON(steps.docker-meta.outputs.json).tags[0] }}
         run: |
-          docker buildx imagetools inspect ${{ fromJSON(steps.docker-meta.outputs.json).tags[0] }}
+          docker buildx imagetools inspect "${FIRST_TAG}"
       - name: Copy to Docker Hub
         if: needs.build-arch.outputs.push-external == 'true'
         env:

.github/workflows/ci-docs.yml

@@ -1,39 +1,84 @@
 name: Documentation
 on:
   push:
-    branches:
+    branches-ignore:
-      - main
+      - 'translations**'
-      - dev
-    paths:
-      - 'docs/**'
-      - 'mkdocs.yml'
-      - '.github/workflows/ci-docs.yml'
   pull_request:
-    paths:
-      - 'docs/**'
-      - 'mkdocs.yml'
-      - '.github/workflows/ci-docs.yml'
   workflow_dispatch:
 concurrency:
   group: docs-${{ github.event.pull_request.number || github.ref }}
   cancel-in-progress: true
+permissions:
+  contents: read
 env:
-  DEFAULT_UV_VERSION: "0.9.x"
+  DEFAULT_UV_VERSION: "0.11.x"
-  DEFAULT_PYTHON_VERSION: "3.11"
+  DEFAULT_PYTHON_VERSION: "3.12"
 jobs:
+  changes:
+    name: Detect Docs Changes
+    runs-on: ubuntu-slim
+    outputs:
+      docs_changed: ${{ steps.force.outputs.run_all == 'true' || steps.filter.outputs.docs == 'true' }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          fetch-depth: 0
+          persist-credentials: false
+      - name: Decide run mode
+        id: force
+        run: |
+          if [[ "${{ github.event_name }}" == "workflow_dispatch" ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          elif [[ "${{ github.event_name }}" == "push" && ( "${{ github.ref_name }}" == "main" || "${{ github.ref_name }}" == "dev" ) ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          else
+            echo "run_all=false" >> "$GITHUB_OUTPUT"
+          fi
+      - name: Set diff range
+        id: range
+        if: steps.force.outputs.run_all != 'true'
+        run: |
+          if [[ "${{ github.event_name }}" == "pull_request" ]]; then
+            echo "base=${{ github.event.pull_request.base.sha }}" >> "$GITHUB_OUTPUT"
+          elif [[ "${{ github.event.created }}" == "true" ]]; then
+            echo "base=${{ github.event.repository.default_branch }}" >> "$GITHUB_OUTPUT"
+          else
+            echo "base=${{ github.event.before }}" >> "$GITHUB_OUTPUT"
+          fi
+          echo "ref=${{ github.sha }}" >> "$GITHUB_OUTPUT"
+      - name: Detect changes
+        id: filter
+        if: steps.force.outputs.run_all != 'true'
+        uses: dorny/paths-filter@fbd0ab8f3e69293af611ebaee6363fc25e6d187d # v4.0.1
+        with:
+          base: ${{ steps.range.outputs.base }}
+          ref: ${{ steps.range.outputs.ref }}
+          filters: |
+            docs:
+              - 'docs/**'
+              - 'zensical.toml'
+              - 'pyproject.toml'
+              - 'uv.lock'
+              - '.github/workflows/ci-docs.yml'
   build:
+    needs: changes
+    if: needs.changes.outputs.docs_changed == 'true'
     name: Build Documentation
     runs-on: ubuntu-24.04
     steps:
+      - uses: actions/configure-pages@45bfe0192ca1faeb007ade9deae92b16b8254a0d # v6.0.0
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405 # v6.2.0
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
       - name: Install uv
-        uses: astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@08807647e7069bb48b6ef5acd8ec9567f424441b # v8.1.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
           enable-cache: true
@@ -47,42 +92,45 @@ jobs:
             --python ${{ steps.setup-python.outputs.python-version }} \
             --dev \
             --frozen \
-            mkdocs build --config-file ./mkdocs.yml
+            zensical build --clean
-      - name: Upload artifact
+      - name: Upload GitHub Pages artifact
-        uses: actions/upload-artifact@v6
+        uses: actions/upload-pages-artifact@fc324d3547104276b827a68afc52ff2a11cc49c9 # v5.0.0
         with:
-          name: documentation
+          path: site
-          path: site/
+          name: github-pages-${{ github.run_id }}-${{ github.run_attempt }}
-          retention-days: 7
   deploy:
     name: Deploy Documentation
-    needs: build
+    needs: [changes, build]
-    if: github.event_name == 'push' && github.ref == 'refs/heads/main'
+    if: github.event_name == 'push' && github.ref == 'refs/heads/main' && needs.changes.outputs.docs_changed == 'true'
     runs-on: ubuntu-24.04
+    permissions:
+      pages: write
+      id-token: write
+    environment:
+      name: github-pages
+      url: ${{ steps.deployment.outputs.page_url }}
     steps:
-      - name: Checkout
+      - name: Deploy GitHub Pages
-        uses: actions/checkout@v6
+        uses: actions/deploy-pages@cd2ce8fcbc39b97be8ca5fce6e763baed58fa128 # v5.0.0
-      - name: Set up Python
+        id: deployment
-        id: setup-python
-        uses: actions/setup-python@v6
         with:
-          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
+          artifact_name: github-pages-${{ github.run_id }}-${{ github.run_attempt }}
-      - name: Install uv
+  gate:
-        uses: astral-sh/setup-uv@v7
+    name: Docs CI Gate
-        with:
+    needs: [changes, build]
-          version: ${{ env.DEFAULT_UV_VERSION }}
+    if: always()
-          enable-cache: true
+    runs-on: ubuntu-slim
-          python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
+    steps:
-      - name: Install Python dependencies
+      - name: Check gate
         run: |
-          uv sync --python ${{ steps.setup-python.outputs.python-version }} --dev --frozen
+          if [[ "${{ needs.changes.outputs.docs_changed }}" != "true" ]]; then
-      - name: Deploy documentation
+            echo "No docs-relevant changes detected."
-        run: |
+            exit 0
-          echo "docs.paperless-ngx.com" > "${{ github.workspace }}/docs/CNAME"
+          fi
-          git config --global user.name "${{ github.actor }}"
+
-          git config --global user.email "${{ github.actor }}@users.noreply.github.com"
+          if [[ "${{ needs.build.result }}" != "success" ]]; then
-          uv run \
+            echo "::error::Docs build job result: ${{ needs.build.result }}"
-            --python ${{ steps.setup-python.outputs.python-version }} \
+            exit 1
-            --dev \
+          fi
-            --frozen \
+
-            mkdocs gh-deploy --force --no-history
+          echo "Docs checks passed."

.github/workflows/ci-frontend.yml

@@ -3,39 +3,96 @@ on:
   push:
     branches-ignore:
       - 'translations**'
-    paths:
-      - 'src-ui/**'
-      - '.github/workflows/ci-frontend.yml'
   pull_request:
     branches-ignore:
       - 'translations**'
-    paths:
-      - 'src-ui/**'
-      - '.github/workflows/ci-frontend.yml'
   workflow_dispatch:
 concurrency:
   group: frontend-${{ github.event.pull_request.number || github.ref }}
   cancel-in-progress: true
+permissions: {}
 jobs:
-  install-dependencies:
+  changes:
-    name: Install Dependencies
+    name: Detect Frontend Changes
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-slim
+    permissions:
+      contents: read
+    outputs:
+      frontend_changed: ${{ steps.force.outputs.run_all == 'true' || steps.filter.outputs.frontend == 'true' }}
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          fetch-depth: 0
+          persist-credentials: false
+      - name: Decide run mode
+        id: force
+        env:
+          EVENT_NAME: ${{ github.event_name }}
+          REF_NAME: ${{ github.ref_name }}
+        run: |
+          if [[ "${EVENT_NAME}" == "workflow_dispatch" ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          elif [[ "${EVENT_NAME}" == "push" && ( "${REF_NAME}" == "main" || "${REF_NAME}" == "dev" ) ]]; then
+            echo "run_all=true" >> "$GITHUB_OUTPUT"
+          else
+            echo "run_all=false" >> "$GITHUB_OUTPUT"
+          fi
+      - name: Set diff range
+        id: range
+        if: steps.force.outputs.run_all != 'true'
+        env:
+          BEFORE_SHA: ${{ github.event.before }}
+          DEFAULT_BRANCH: ${{ github.event.repository.default_branch }}
+          EVENT_CREATED: ${{ github.event.created }}
+          EVENT_NAME: ${{ github.event_name }}
+          PR_BASE_SHA: ${{ github.event.pull_request.base.sha }}
+          SHA: ${{ github.sha }}
+        run: |
+          if [[ "${EVENT_NAME}" == "pull_request" ]]; then
+            echo "base=${PR_BASE_SHA}" >> "$GITHUB_OUTPUT"
+          elif [[ "${EVENT_CREATED}" == "true" ]]; then
+            echo "base=${DEFAULT_BRANCH}" >> "$GITHUB_OUTPUT"
+          else
+            echo "base=${BEFORE_SHA}" >> "$GITHUB_OUTPUT"
+          fi
+          echo "ref=${SHA}" >> "$GITHUB_OUTPUT"
+      - name: Detect changes
+        id: filter
+        if: steps.force.outputs.run_all != 'true'
+        uses: dorny/paths-filter@fbd0ab8f3e69293af611ebaee6363fc25e6d187d # v4.0.1
+        with:
+          base: ${{ steps.range.outputs.base }}
+          ref: ${{ steps.range.outputs.ref }}
+          filters: |
+            frontend:
+              - 'src-ui/**'
+              - '.github/workflows/ci-frontend.yml'
+  install-dependencies:
+    needs: changes
+    if: needs.changes.outputs.frontend_changed == 'true'
+    name: Install Dependencies
+    runs-on: ubuntu-24.04
+    permissions:
+      contents: read
+    steps:
+      - name: Checkout
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Install pnpm
-        uses: pnpm/action-setup@v4
+        uses: pnpm/action-setup@903f9c1a6ebcba6cf41d87230be49611ac97822e # v6.0.3
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
         with:
           node-version: 24.x
           cache: 'pnpm'
           cache-dependency-path: 'src-ui/pnpm-lock.yaml'
       - name: Cache frontend dependencies
         id: cache-frontend-deps
-        uses: actions/cache@v5
+        uses: actions/cache@27d5ce7f107fe9357f9df03efb73ab90386fccae # v5.0.5
         with:
           path: |
             ~/.pnpm-store
@@ -45,23 +102,28 @@ jobs:
         run: cd src-ui && pnpm install
   lint:
     name: Lint
-    needs: install-dependencies
+    needs: [changes, install-dependencies]
+    if: needs.changes.outputs.frontend_changed == 'true'
     runs-on: ubuntu-24.04
+    permissions:
+      contents: read
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Install pnpm
-        uses: pnpm/action-setup@v4
+        uses: pnpm/action-setup@903f9c1a6ebcba6cf41d87230be49611ac97822e # v6.0.3
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
         with:
           node-version: 24.x
           cache: 'pnpm'
           cache-dependency-path: 'src-ui/pnpm-lock.yaml'
       - name: Cache frontend dependencies
-        uses: actions/cache@v5
+        uses: actions/cache@27d5ce7f107fe9357f9df03efb73ab90386fccae # v5.0.5
         with:
           path: |
             ~/.pnpm-store
@@ -73,8 +135,11 @@ jobs:
         run: cd src-ui && pnpm run lint
   unit-tests:
     name: "Unit Tests (${{ matrix.shard-index }}/${{ matrix.shard-count }})"
-    needs: install-dependencies
+    needs: [changes, install-dependencies]
+    if: needs.changes.outputs.frontend_changed == 'true'
     runs-on: ubuntu-24.04
+    permissions:
+      contents: read
     strategy:
       fail-fast: false
       matrix:
@@ -83,19 +148,21 @@ jobs:
         shard-count: [4]
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Install pnpm
-        uses: pnpm/action-setup@v4
+        uses: pnpm/action-setup@903f9c1a6ebcba6cf41d87230be49611ac97822e # v6.0.3
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
         with:
           node-version: 24.x
           cache: 'pnpm'
           cache-dependency-path: 'src-ui/pnpm-lock.yaml'
       - name: Cache frontend dependencies
-        uses: actions/cache@v5
+        uses: actions/cache@27d5ce7f107fe9357f9df03efb73ab90386fccae # v5.0.5
         with:
           path: |
             ~/.pnpm-store
@@ -107,21 +174,24 @@ jobs:
         run: cd src-ui && pnpm run test --max-workers=2 --shard=${{ matrix.shard-index }}/${{ matrix.shard-count }}
       - name: Upload test results to Codecov
         if: always()
-        uses: codecov/codecov-action@v5
+        uses: codecov/codecov-action@57e3a136b779b570ffcdbf80b3bdc90e7fab3de2 # v6.0.0
         with:
           flags: frontend-node-${{ matrix.node-version }}
           directory: src-ui/
           report_type: test_results
       - name: Upload coverage to Codecov
-        uses: codecov/codecov-action@v5
+        uses: codecov/codecov-action@57e3a136b779b570ffcdbf80b3bdc90e7fab3de2 # v6.0.0
         with:
           flags: frontend-node-${{ matrix.node-version }}
           directory: src-ui/coverage/
   e2e-tests:
     name: "E2E Tests (${{ matrix.shard-index }}/${{ matrix.shard-count }})"
-    needs: install-dependencies
+    needs: [changes, install-dependencies]
+    if: needs.changes.outputs.frontend_changed == 'true'
     runs-on: ubuntu-24.04
-    container: mcr.microsoft.com/playwright:v1.57.0-noble
+    permissions:
+      contents: read
+    container: mcr.microsoft.com/playwright:v1.59.1-noble
     env:
       PLAYWRIGHT_BROWSERS_PATH: /ms-playwright
       PLAYWRIGHT_SKIP_BROWSER_DOWNLOAD: 1
@@ -133,19 +203,21 @@ jobs:
         shard-count: [2]
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       - name: Install pnpm
-        uses: pnpm/action-setup@v4
+        uses: pnpm/action-setup@903f9c1a6ebcba6cf41d87230be49611ac97822e # v6.0.3
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
         with:
           node-version: 24.x
           cache: 'pnpm'
           cache-dependency-path: 'src-ui/pnpm-lock.yaml'
       - name: Cache frontend dependencies
-        uses: actions/cache@v5
+        uses: actions/cache@27d5ce7f107fe9357f9df03efb73ab90386fccae # v5.0.5
         with:
           path: |
             ~/.pnpm-store
@@ -159,23 +231,30 @@ jobs:
         run: cd src-ui && pnpm exec playwright test --shard ${{ matrix.shard-index }}/${{ matrix.shard-count }}
   bundle-analysis:
     name: Bundle Analysis
-    needs: [unit-tests, e2e-tests]
+    needs: [changes, unit-tests, e2e-tests]
+    if: needs.changes.outputs.frontend_changed == 'true'
     runs-on: ubuntu-24.04
+    environment: bundle-analysis
+    permissions:
+      contents: read
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          fetch-depth: 2
+          persist-credentials: false
       - name: Install pnpm
-        uses: pnpm/action-setup@v4
+        uses: pnpm/action-setup@903f9c1a6ebcba6cf41d87230be49611ac97822e # v6.0.3
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
         with:
           node-version: 24.x
           cache: 'pnpm'
           cache-dependency-path: 'src-ui/pnpm-lock.yaml'
       - name: Cache frontend dependencies
-        uses: actions/cache@v5
+        uses: actions/cache@27d5ce7f107fe9357f9df03efb73ab90386fccae # v5.0.5
         with:
           path: |
             ~/.pnpm-store
@@ -187,3 +266,49 @@ jobs:
         env:
           CODECOV_TOKEN: ${{ secrets.CODECOV_TOKEN }}
         run: cd src-ui && pnpm run build --configuration=production
+  gate:
+    name: Frontend CI Gate
+    needs: [changes, install-dependencies, lint, unit-tests, e2e-tests, bundle-analysis]
+    if: always()
+    runs-on: ubuntu-slim
+    steps:
+      - name: Check gate
+        env:
+          BUNDLE_ANALYSIS_RESULT: ${{ needs['bundle-analysis'].result }}
+          E2E_RESULT: ${{ needs['e2e-tests'].result }}
+          FRONTEND_CHANGED: ${{ needs.changes.outputs.frontend_changed }}
+          INSTALL_RESULT: ${{ needs['install-dependencies'].result }}
+          LINT_RESULT: ${{ needs.lint.result }}
+          UNIT_RESULT: ${{ needs['unit-tests'].result }}
+        run: |
+          if [[ "${FRONTEND_CHANGED}" != "true" ]]; then
+            echo "No frontend-relevant changes detected."
+            exit 0
+          fi
+
+          if [[ "${INSTALL_RESULT}" != "success" ]]; then
+            echo "::error::Frontend install job result: ${INSTALL_RESULT}"
+            exit 1
+          fi
+
+          if [[ "${LINT_RESULT}" != "success" ]]; then
+            echo "::error::Frontend lint job result: ${LINT_RESULT}"
+            exit 1
+          fi
+
+          if [[ "${UNIT_RESULT}" != "success" ]]; then
+            echo "::error::Frontend unit-tests job result: ${UNIT_RESULT}"
+            exit 1
+          fi
+
+          if [[ "${E2E_RESULT}" != "success" ]]; then
+            echo "::error::Frontend e2e-tests job result: ${E2E_RESULT}"
+            exit 1
+          fi
+
+          if [[ "${BUNDLE_ANALYSIS_RESULT}" != "success" ]]; then
+            echo "::error::Frontend bundle-analysis job result: ${BUNDLE_ANALYSIS_RESULT}"
+            exit 1
+          fi
+
+          echo "Frontend checks passed."

.github/workflows/ci-lint.yml

@@ -9,16 +9,20 @@ on:
 concurrency:
   group: lint-${{ github.event.pull_request.number || github.ref }}
   cancel-in-progress: true
+permissions:
+  contents: read
 jobs:
-  pre-commit:
+  lint:
-    name: Pre-commit Checks
+    name: Linting via prek
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-slim
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
-      - name: Install Python
-        uses: actions/setup-python@v6
         with:
-          python-version: "3.11"
+          persist-credentials: false
-      - name: Run pre-commit
+      - name: Install Python
-        uses: pre-commit/action@v3.0.1
+        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405 # v6.2.0
+        with:
+          python-version: "3.14"
+      - name: Run prek
+        uses: j178/prek-action@cbc2f23eb5539cf20d82d1aabd0d0ecbcc56f4e3 # v2.0.2

.github/workflows/ci-release.yml

@@ -8,38 +8,45 @@ concurrency:
   group: release-${{ github.ref }}
   cancel-in-progress: false
 env:
-  DEFAULT_UV_VERSION: "0.9.x"
+  DEFAULT_UV_VERSION: "0.11.x"
-  DEFAULT_PYTHON_VERSION: "3.11"
+  DEFAULT_PYTHON_VERSION: "3.12"
+permissions: {}
 jobs:
   wait-for-docker:
     name: Wait for Docker Build
     runs-on: ubuntu-24.04
+    permissions:
+      checks: read
+      statuses: read
     steps:
       - name: Wait for Docker build
-        uses: lewagon/wait-on-check-action@v1.4.1
+        uses: lewagon/wait-on-check-action@9312864dfbc9fd208e9c0417843430751c042800 # v1.7.0
         with:
           ref: ${{ github.sha }}
-          check-name: 'Build Docker Image'
+          check-name: 'Merge and Push Manifest'
           repo-token: ${{ secrets.GITHUB_TOKEN }}
           wait-interval: 60
   build-release:
     name: Build Release
     needs: wait-for-docker
     runs-on: ubuntu-24.04
+    permissions:
+      contents: read
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       # ---- Frontend Build ----
       - name: Install pnpm
-        uses: pnpm/action-setup@v4
+        uses: pnpm/action-setup@903f9c1a6ebcba6cf41d87230be49611ac97822e # v6.0.3
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
         with:
           node-version: 24.x
-          cache: 'pnpm'
+          package-manager-cache: false
-          cache-dependency-path: 'src-ui/pnpm-lock.yaml'
       - name: Install frontend dependencies
         run: cd src-ui && pnpm install
       - name: Build frontend
@@ -47,45 +54,55 @@ jobs:
       # ---- Backend Setup ----
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405 # v6.2.0
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
       - name: Install uv
-        uses: astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@08807647e7069bb48b6ef5acd8ec9567f424441b # v8.1.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
-          enable-cache: true
+          enable-cache: false
           python-version: ${{ steps.setup-python.outputs.python-version }}
       - name: Install Python dependencies
+        env:
+          PYTHON_VERSION: ${{ steps.setup-python.outputs.python-version }}
         run: |
-          uv sync --python ${{ steps.setup-python.outputs.python-version }} --dev --frozen
+          uv sync --python "${PYTHON_VERSION}" --dev --frozen
       - name: Install system dependencies
         run: |
           sudo apt-get update -qq
           sudo apt-get install -qq --no-install-recommends gettext liblept5
       # ---- Build Documentation ----
       - name: Build documentation
+        env:
+          PYTHON_VERSION: ${{ steps.setup-python.outputs.python-version }}
         run: |
           uv run \
-            --python ${{ steps.setup-python.outputs.python-version }} \
+            --python "${PYTHON_VERSION}" \
             --dev \
             --frozen \
-            mkdocs build --config-file ./mkdocs.yml
+            zensical build --clean
       # ---- Prepare Release ----
       - name: Generate requirements file
         run: |
           uv export --quiet --no-dev --all-extras --format requirements-txt --output-file requirements.txt
       - name: Compile messages
+        env:
+          PAPERLESS_SECRET_KEY: "ci-release-not-a-real-secret"
+          PYTHON_VERSION: ${{ steps.setup-python.outputs.python-version }}
         run: |
           cd src/
           uv run \
-            --python ${{ steps.setup-python.outputs.python-version }} \
+            --python "${PYTHON_VERSION}" \
             manage.py compilemessages
       - name: Collect static files
+        env:
+          PAPERLESS_SECRET_KEY: "ci-release-not-a-real-secret"
+          PYTHON_VERSION: ${{ steps.setup-python.outputs.python-version }}
         run: |
           cd src/
           uv run \
-            --python ${{ steps.setup-python.outputs.python-version }} \
+            --python "${PYTHON_VERSION}" \
             manage.py collectstatic --no-input --clear
       - name: Assemble release package
         run: |
@@ -118,7 +135,7 @@ jobs:
           sudo chown -R 1000:1000 paperless-ngx/
           tar -cJf paperless-ngx.tar.xz paperless-ngx/
       - name: Upload release artifact
-        uses: actions/upload-artifact@v6
+        uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7.0.1
         with:
           name: release
           path: dist/paperless-ngx.tar.xz
@@ -127,38 +144,44 @@ jobs:
     name: Publish Release
     needs: build-release
     runs-on: ubuntu-24.04
+    permissions:
+      contents: write
+      pull-requests: write
     outputs:
       prerelease: ${{ steps.get-version.outputs.prerelease }}
       changelog: ${{ steps.create-release.outputs.body }}
       version: ${{ steps.get-version.outputs.version }}
     steps:
       - name: Download release artifact
-        uses: actions/download-artifact@v7
+        uses: actions/download-artifact@3e5f45b2cfb9172054b4087a40e8e0b5a5461e7c # v8.0.1
         with:
           name: release
           path: ./
       - name: Get version info
         id: get-version
+        env:
+          REF_NAME: ${{ github.ref_name }}
         run: |
-          echo "version=${{ github.ref_name }}" >> $GITHUB_OUTPUT
+          echo "version=${REF_NAME}" >> $GITHUB_OUTPUT
-          if [[ "${{ github.ref_name }}" == *"-beta.rc"* ]]; then
+          if [[ "${REF_NAME}" == *"-beta.rc"* ]]; then
             echo "prerelease=true" >> $GITHUB_OUTPUT
           else
             echo "prerelease=false" >> $GITHUB_OUTPUT
           fi
       - name: Create release and changelog
         id: create-release
-        uses: release-drafter/release-drafter@v6
+        uses: release-drafter/release-drafter@5de93583980a40bd78603b6dfdcda5b4df377b32 # v7.2.0
         with:
           name: Paperless-ngx ${{ steps.get-version.outputs.version }}
           tag: ${{ steps.get-version.outputs.version }}
           version: ${{ steps.get-version.outputs.version }}
           prerelease: ${{ steps.get-version.outputs.prerelease }}
           publish: true
+          commitish: ${{ steps.get-version.outputs.prerelease == 'true' && 'dev' || 'main' }}
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
       - name: Upload release archive
-        uses: shogo82148/actions-upload-release-asset@v1
+        uses: shogo82148/actions-upload-release-asset@ee2ae851dc5d938b90075b3ef12c540abfd1ee72 # v1.10.1
         with:
           github_token: ${{ secrets.GITHUB_TOKEN }}
           upload_url: ${{ steps.create-release.outputs.upload_url }}
@@ -173,29 +196,39 @@ jobs:
     needs: publish-release
     if: needs.publish-release.outputs.prerelease == 'false'
     runs-on: ubuntu-24.04
+    permissions:
+      contents: write
+      pull-requests: write
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           ref: main
+          persist-credentials: true # for pushing changelog branch
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405 # v6.2.0
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
       - name: Install uv
-        uses: astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@08807647e7069bb48b6ef5acd8ec9567f424441b # v8.1.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
-          enable-cache: true
+          enable-cache: false
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
       - name: Update changelog
         working-directory: docs
+        env:
+          CHANGELOG: ${{ needs.publish-release.outputs.changelog }}
+          PYTHON_VERSION: ${{ steps.setup-python.outputs.python-version }}
+          VERSION: ${{ needs.publish-release.outputs.version }}
         run: |
-          git branch ${{ needs.publish-release.outputs.version }}-changelog
+          branch_name="${VERSION}-changelog"
-          git checkout ${{ needs.publish-release.outputs.version }}-changelog
 
-          echo -e "# Changelog\n\n${{ needs.publish-release.outputs.changelog }}\n" > changelog-new.md
+          git branch "${branch_name}"
+          git checkout "${branch_name}"
+
+          printf '# Changelog\n\n%s\n' "${CHANGELOG}" > changelog-new.md
 
           echo "Manually linking usernames"
           sed -i -r 's|@([a-zA-Z0-9_]+) \(\[#|[@\1](https://github.com/\1) ([#|g' changelog-new.md
@@ -208,24 +241,28 @@ jobs:
           mv changelog-new.md changelog.md
 
           uv run \
-            --python ${{ steps.setup-python.outputs.python-version }} \
+            --python "${PYTHON_VERSION}" \
             --dev \
-            pre-commit run --files changelog.md || true
+            prek run --files changelog.md || true
 
           git config --global user.name "github-actions"
           git config --global user.email "41898282+github-actions[bot]@users.noreply.github.com"
-          git commit -am "Changelog ${{ needs.publish-release.outputs.version }} - GHA"
+          git commit -am "Changelog ${VERSION} - GHA"
-          git push origin ${{ needs.publish-release.outputs.version }}-changelog
+          git push origin "${branch_name}"
       - name: Create pull request
-        uses: actions/github-script@v8
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
+        env:
+          VERSION: ${{ needs.publish-release.outputs.version }}
         with:
           script: |
             const { repo, owner } = context.repo;
+            const version = process.env.VERSION;
+            const head = `${version}-changelog`;
             const result = await github.rest.pulls.create({
-              title: 'Documentation: Add ${{ needs.publish-release.outputs.version }} changelog',
+              title: `Documentation: Add ${version} changelog`,
               owner,
               repo,
-              head: '${{ needs.publish-release.outputs.version }}-changelog',
+              head,
               base: 'main',
               body: 'This PR is auto-generated by CI.'
             });

.github/workflows/ci-static-analysis.yml

@@ -0,0 +1,50 @@
+name: Static Analysis
+on:
+  push:
+    branches-ignore:
+      - 'translations**'
+  pull_request:
+    branches-ignore:
+      - 'translations**'
+  workflow_dispatch:
+concurrency:
+  group: static-analysis-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: true
+permissions:
+  contents: read
+jobs:
+  zizmor:
+    name: Run zizmor
+    runs-on: ubuntu-24.04
+    permissions:
+      contents: read
+      actions: read
+      security-events: write
+    steps:
+      - name: Checkout
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Run zizmor
+        uses: zizmorcore/zizmor-action@b1d7e1fb5de872772f31590499237e7cce841e8e # v0.5.3
+  semgrep:
+    name: Semgrep CE
+    runs-on: ubuntu-24.04
+    container:
+      image: semgrep/semgrep:1.155.0@sha256:cc869c685dcc0fe497c86258da9f205397d8108e56d21a86082ea4886e52784d
+    if: github.actor != 'dependabot[bot]'
+    permissions:
+      contents: read
+      security-events: write
+    steps:
+      - name: Checkout
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
+      - name: Run Semgrep
+        run: semgrep scan --config auto --sarif-output results.sarif
+      - name: Upload results to GitHub code scanning
+        uses: github/codeql-action/upload-sarif@95e58e9a2cdfd71adc6e0353d5c52f41a045d225 # v4.35.2
+        if: always()
+        with:
+          sarif_file: results.sarif

.github/workflows/cleanup-tags.yml

@@ -12,11 +12,13 @@ on:
 concurrency:
   group: registry-tags-cleanup
   cancel-in-progress: false
+permissions: {}
 jobs:
   cleanup-images:
     name: Cleanup Image Tags for ${{ matrix.primary-name }}
     if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-24.04
+    environment: registry-maintenance
     strategy:
       fail-fast: false
       matrix:
@@ -27,7 +29,7 @@ jobs:
     steps:
       - name: Clean temporary images
         if: "${{ env.TOKEN != '' }}"
-        uses: stumpylog/image-cleaner-action/ephemeral@v0.12.0
+        uses: stumpylog/image-cleaner-action/ephemeral@4fe057d991d63b8f6d5d22c40f17c1bca2226537 # v0.12.0
         with:
           token: "${{ env.TOKEN }}"
           owner: "${{ github.repository_owner }}"
@@ -43,6 +45,7 @@ jobs:
     runs-on: ubuntu-24.04
     needs:
       - cleanup-images
+    environment: registry-maintenance
     strategy:
       fail-fast: false
       matrix:
@@ -53,7 +56,7 @@ jobs:
     steps:
       - name: Clean untagged images
         if: "${{ env.TOKEN != '' }}"
-        uses: stumpylog/image-cleaner-action/untagged@v0.12.0
+        uses: stumpylog/image-cleaner-action/untagged@4fe057d991d63b8f6d5d22c40f17c1bca2226537 # v0.12.0
         with:
           token: "${{ env.TOKEN }}"
           owner: "${{ github.repository_owner }}"

.github/workflows/codeql-analysis.yml

@@ -34,10 +34,12 @@ jobs:
         # Learn more about CodeQL language support at https://git.io/codeql-language-support
     steps:
       - name: Checkout repository
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
+        with:
+          persist-credentials: false
       # Initializes the CodeQL tools for scanning.
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@v4
+        uses: github/codeql-action/init@95e58e9a2cdfd71adc6e0353d5c52f41a045d225 # v4.35.2
         with:
           languages: ${{ matrix.language }}
           # If you wish to specify custom queries, you can do so here or in a config file.
@@ -45,4 +47,4 @@ jobs:
           # Prefix the list here with "+" to use these queries and those in the config file.
           # queries: ./path/to/local/query, your-org/your-repo/queries@main
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@v4
+        uses: github/codeql-action/analyze@95e58e9a2cdfd71adc6e0353d5c52f41a045d225 # v4.35.2

.github/workflows/crowdin.yml

@@ -6,18 +6,23 @@ on:
   push:
     paths: ['src/locale/**', 'src-ui/messages.xlf', 'src-ui/src/locale/**']
     branches: [dev]
+permissions:
+  contents: write
+  pull-requests: write
 jobs:
   synchronize-with-crowdin:
     name: Crowdin Sync
     if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-24.04
+    environment: translation-sync
     steps:
       - name: Checkout
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         with:
           token: ${{ secrets.PNGX_BOT_PAT }}
+          persist-credentials: false
       - name: crowdin action
-        uses: crowdin/github-action@v2
+        uses: crowdin/github-action@8868a33591d21088edfc398968173a3b98d51706 # v2.16.2
         with:
           upload_translations: false
           download_translations: true

.github/workflows/pr-bot.yml

@@ -2,21 +2,33 @@ name: PR Bot
 on:
   pull_request_target:
     types: [opened]
+jobs:
+  Anti-slop:
+    runs-on: ubuntu-latest
     permissions:
       contents: read
+      issues: read
       pull-requests: write
-jobs:
+    steps:
+      - uses: peakoss/anti-slop@57858eead489d08b255fab2af45a506c2ca6eab2 # v0.3.0
+        with:
+          max-failures: 4
+          failure-add-pr-labels: 'ai'
+          require-pr-template: true
   pr-bot:
     name: Automated PR Bot
     runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      pull-requests: write
     steps:
       - name: Label PR by file path or branch name
         # see .github/labeler.yml for the labeler config
-        uses: actions/labeler@v6
+        uses: actions/labeler@634933edcd8ababfe52f92936142cc22ac488b1b # v6.0.1
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
       - name: Label by size
-        uses: Gascon1/pr-size-labeler@v1.3.0
+        uses: Gascon1/pr-size-labeler@deff8ed00a76639a7c0f197525bafa3350ba4c36 # v1.3.0
         with:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
           xs_label: 'small-change'
@@ -26,7 +38,7 @@ jobs:
           fail_if_xl: 'false'
           excluded_files: /\.lock$/ /\.txt$/ ^src-ui/pnpm-lock\.yaml$ ^src-ui/messages\.xlf$ ^src/locale/en_US/LC_MESSAGES/django\.po$
       - name: Label by PR title
-        uses: actions/github-script@v8
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             const pr = context.payload.pull_request;
@@ -52,7 +64,7 @@ jobs:
             }
       - name: Label bot-generated PRs
         if: ${{ contains(github.actor, 'dependabot') || contains(github.actor, 'crowdin-bot') }}
-        uses: actions/github-script@v8
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             const pr = context.payload.pull_request;
@@ -77,7 +89,7 @@ jobs:
             }
       - name: Welcome comment
         if: ${{ !contains(github.actor, 'bot') }}
-        uses: actions/github-script@v8
+        uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             const pr = context.payload.pull_request;

.github/workflows/project-actions.yml

@@ -19,6 +19,6 @@ jobs:
     if: github.event_name == 'pull_request_target' && (github.event.action == 'opened' || github.event.action == 'reopened') && github.event.pull_request.user.login != 'dependabot'
     steps:
       - name: Label PR with release-drafter
-        uses: release-drafter/release-drafter@v6
+        uses: release-drafter/release-drafter@5de93583980a40bd78603b6dfdcda5b4df377b32 # v7.2.0
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

.github/workflows/repo-maintenance.yml

@@ -3,10 +3,6 @@ on:
   schedule:
     - cron: '0 3 * * *'
   workflow_dispatch:
-permissions:
-  issues: write
-  pull-requests: write
-  discussions: write
 concurrency:
   group: lock
 jobs:
@@ -14,8 +10,11 @@ jobs:
     name: 'Stale'
     if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-24.04
+    permissions:
+      issues: write
+      pull-requests: write
     steps:
-      - uses: actions/stale@v10
+      - uses: actions/stale@b5d41d4e1d5dceea10e7104786b73624c18a190f # v10.2.0
         with:
           days-before-stale: 7
           days-before-close: 14
@@ -36,8 +35,12 @@ jobs:
     name: 'Lock Old Threads'
     if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-24.04
+    permissions:
+      issues: write
+      pull-requests: write
+      discussions: write
     steps:
-      - uses: dessant/lock-threads@v6
+      - uses: dessant/lock-threads@7266a7ce5c1df01b1c6db85bf8cd86c737dadbe7 # v6.0.0
         with:
           issue-inactive-days: '30'
           pr-inactive-days: '30'
@@ -56,8 +59,10 @@ jobs:
     name: 'Close Answered Discussions'
     if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-24.04
+    permissions:
+      discussions: write
     steps:
-      - uses: actions/github-script@v8
+      - uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             function sleep(ms) {
@@ -113,8 +118,10 @@ jobs:
     name: 'Close Outdated Discussions'
     if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-24.04
+    permissions:
+      discussions: write
     steps:
-      - uses: actions/github-script@v8
+      - uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             function sleep(ms) {
@@ -205,8 +212,10 @@ jobs:
     name: 'Close Unsupported Feature Requests'
     if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-24.04
+    permissions:
+      discussions: write
     steps:
-      - uses: actions/github-script@v8
+      - uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3 # v9.0.0
         with:
           script: |
             function sleep(ms) {

.github/workflows/translate-strings.yml

@@ -3,30 +3,35 @@ on:
   push:
     branches:
       - dev
+env:
+  DEFAULT_UV_VERSION: "0.11.x"
 jobs:
   generate-translate-strings:
     name: Generate Translation Strings
     runs-on: ubuntu-latest
+    environment: translation-sync
     permissions:
       contents: write
     steps:
       - name: Checkout code
-        uses: actions/checkout@v6
+        uses: actions/checkout@de0fac2e4500dabe0009e67214ff5f5447ce83dd # v6.0.2
         env:
           GH_REF: ${{ github.ref }} # sonar rule:githubactions:S7630 - avoid injection
         with:
           token: ${{ secrets.PNGX_BOT_PAT }}
           ref: ${{ env.GH_REF }}
+          persist-credentials: true # for pushing translation branch
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@v6
+        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405 # v6.2.0
       - name: Install system dependencies
         run: |
           sudo apt-get update -qq
           sudo apt-get install -qq --no-install-recommends gettext
       - name: Install uv
-        uses: astral-sh/setup-uv@v7
+        uses: astral-sh/setup-uv@08807647e7069bb48b6ef5acd8ec9567f424441b # v8.1.0
         with:
+          version: ${{ env.DEFAULT_UV_VERSION }}
           enable-cache: true
       - name: Install backend python dependencies
         run: |
@@ -34,20 +39,22 @@ jobs:
             --group dev \
             --frozen
       - name: Generate backend translation strings
+        env:
+          PAPERLESS_SECRET_KEY: "ci-translate-not-a-real-secret"
         run: cd src/ && uv run manage.py makemessages -l en_US -i "samples*"
       - name: Install pnpm
-        uses: pnpm/action-setup@v4
+        uses: pnpm/action-setup@903f9c1a6ebcba6cf41d87230be49611ac97822e # v6.0.3
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@v6
+        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
         with:
           node-version: 24.x
           cache: 'pnpm'
           cache-dependency-path: 'src-ui/pnpm-lock.yaml'
       - name: Cache frontend dependencies
         id: cache-frontend-deps
-        uses: actions/cache@v5
+        uses: actions/cache@27d5ce7f107fe9357f9df03efb73ab90386fccae # v5.0.5
         with:
           path: |
             ~/.pnpm-store
@@ -63,7 +70,7 @@ jobs:
           cd src-ui
           pnpm run ng extract-i18n
       - name: Commit changes
-        uses: stefanzweifel/git-auto-commit-action@v7
+        uses: stefanzweifel/git-auto-commit-action@04702edda442b2e678b25b537cec683a1493fcb9 # v7.1.0
         with:
           file_pattern: 'src-ui/messages.xlf src/locale/en_US/LC_MESSAGES/django.po'
           commit_message: "Auto translate strings"

.github/zizmor.yml

@@ -0,0 +1,29 @@
+rules:
+  template-injection:
+    ignore:
+      # github.event_name is a GitHub-internal constant (push/pull_request/etc.),
+      # not attacker-controllable.
+      - ci-docker.yml:74
+      - ci-docs.yml:33
+      # github.event.repository.default_branch refers to the target repo's setting,
+      # which only admins can change; not influenced by fork PR authors.
+      - ci-docs.yml:45
+      # steps.setup-python.outputs.python-version is always a semver string (e.g. "3.12.0")
+      # produced by actions/setup-python from a hardcoded env var input.
+      - ci-docs.yml:88
+      - ci-docs.yml:92
+      # needs.*.result is always one of: success/failure/cancelled/skipped.
+      - ci-docs.yml:131
+      - ci-docs.yml:132
+      # needs.changes.outputs.* is always "true" or "false".
+      - ci-docs.yml:126
+      # steps.build.outputs.digest is always a SHA256 digest (sha256:[a-f0-9]{64}).
+      - ci-docker.yml:152
+  dangerous-triggers:
+    ignore:
+      # Both workflows use pull_request_target solely to label/comment on fork PRs
+      # (requires write-back access unavailable to pull_request). Neither workflow
+      # checks out PR code or executes anything from the fork — only reads PR
+      # metadata via context/API. Permissions are scoped to pull-requests: write.
+      - pr-bot.yml:2
+      - project-actions.yml:2

.gitignore

@@ -40,6 +40,7 @@ htmlcov/
 .coverage
 .coverage.*
 .cache
+.uv-cache
 nosetests.xml
 coverage.xml
 *,cover
@@ -53,7 +54,7 @@ junit.xml
 # Django stuff:
 *.log
 
-# MkDocs documentation
+# Zensical documentation
 site/
 
 # PyBuilder
@@ -78,6 +79,7 @@ virtualenv
 /docker-compose.env
 /docker-compose.yml
 .ruff_cache/
+.mypy_cache/
 
 # Used for development
 scripts/import-for-development
@@ -110,3 +112,6 @@ celerybeat-schedule*
 
 # ignore pnpm package store folder created when setting up the devcontainer
 .pnpm-store/
+
+# Git worktree local folder
+.worktrees

.pre-commit-config.yaml

@@ -1,6 +1,7 @@
 # This file configures pre-commit hooks.
 # See https://pre-commit.com/ for general information
 # See https://pre-commit.com/hooks.html for a listing of possible hooks
+# We actually run via https://github.com/j178/prek which is compatible
 repos:
   # General hooks
   - repo: https://github.com/pre-commit/pre-commit-hooks
@@ -28,7 +29,7 @@ repos:
       - id: check-case-conflict
       - id: detect-private-key
   - repo: https://github.com/codespell-project/codespell
-    rev: v2.4.1
+    rev: v2.4.2
     hooks:
       - id: codespell
         additional_dependencies: [tomli]
@@ -37,7 +38,7 @@ repos:
           - json
   # See https://github.com/prettier/prettier/issues/15742 for the fork reason
   - repo: https://github.com/rbubley/mirrors-prettier
-    rev: 'v3.6.2'
+    rev: 'v3.8.3'
     hooks:
       - id: prettier
         types_or:
@@ -45,16 +46,16 @@ repos:
           - ts
           - markdown
         additional_dependencies:
-          - prettier@3.3.3
+          - prettier@3.8.3
-          - 'prettier-plugin-organize-imports@4.1.0'
+          - 'prettier-plugin-organize-imports@4.3.0'
   # Python hooks
   - repo: https://github.com/astral-sh/ruff-pre-commit
-    rev: v0.14.5
+    rev: v0.15.12
     hooks:
       - id: ruff-check
       - id: ruff-format
   - repo: https://github.com/tox-dev/pyproject-fmt
-    rev: "v2.11.1"
+    rev: "v2.21.1"
     hooks:
       - id: pyproject-fmt
   # Dockerfile hooks
@@ -64,7 +65,7 @@ repos:
       - id: hadolint
   # Shell script hooks
   - repo: https://github.com/lovesegfault/beautysh
-    rev: v6.4.2
+    rev: v6.4.3
     hooks:
       - id: beautysh
         types: [file]
@@ -76,7 +77,7 @@ repos:
     hooks:
       - id: shellcheck
   - repo: https://github.com/google/yamlfmt
-    rev: v0.20.0
+    rev: v0.21.0
     hooks:
       - id: yamlfmt
         exclude: "^src-ui/pnpm-lock.yaml"

.prettierrc.js

@@ -5,14 +5,6 @@ const config = {
 	singleQuote: true,
 	// https://prettier.io/docs/en/options.html#trailing-commas
 	trailingComma: 'es5',
-	overrides: [
-		{
-			files: ['docs/*.md'],
-			options: {
-				tabWidth: 4,
-			},
-		},
-	],
 	plugins: [require('prettier-plugin-organize-imports')],
 }
 

CONTRIBUTING.md

@@ -13,7 +13,9 @@ If you want to implement something big:
 
 ## Python
 
-Paperless supports python 3.10 - 3.12 at this time. We format Python code with [ruff](https://docs.astral.sh/ruff/formatter/).
+Paperless-ngx currently supports Python 3.11, 3.12, 3.13, and 3.14. As a policy, we aim to support at least the three most recent Python versions, and drop support for versions as they reach end-of-life. Older versions may be supported if dependencies permit, but this is not guaranteed.
+
+We format Python code with [ruff](https://docs.astral.sh/ruff/formatter/).
 
 ## Branches
 

Dockerfile

@@ -30,7 +30,7 @@ RUN set -eux \
 # Purpose: Installs s6-overlay and rootfs
 # Comments:
 #  - Don't leave anything extra in here either
-FROM ghcr.io/astral-sh/uv:0.9.26-python3.12-trixie-slim AS s6-overlay-base
+FROM ghcr.io/astral-sh/uv:0.11.6-python3.12-trixie-slim AS s6-overlay-base
 
 WORKDIR /usr/src/s6
 
@@ -45,7 +45,7 @@ ENV \
 ARG TARGETARCH
 ARG TARGETVARIANT
 # Lock this version
-ARG S6_OVERLAY_VERSION=3.2.1.0
+ARG S6_OVERLAY_VERSION=3.2.2.0
 
 ARG S6_BUILD_TIME_PKGS="curl \
                         xz-utils"
@@ -154,8 +154,6 @@ ARG RUNTIME_PACKAGES="\
   libmagic1 \
   media-types \
   zlib1g \
-  # Barcode splitter
-  libzbar0 \
   poppler-utils"
 
 # Install basic runtime packages.
@@ -238,9 +236,11 @@ RUN set -eux \
     && mkdir -m700 --verbose /usr/src/paperless/.gnupg \
   && echo "Adjusting all permissions" \
     && chown --from root:root --changes --recursive paperless:paperless /usr/src/paperless \
+  && echo "Making fontconfig cache writable for arbitrary container UIDs" \
+    && chmod 1777 /var/cache/fontconfig \
   && echo "Collecting static files" \
-    && s6-setuidgid paperless python3 manage.py collectstatic --clear --no-input --link \
+    && PAPERLESS_SECRET_KEY=build-time-dummy s6-setuidgid paperless python3 manage.py collectstatic --clear --no-input --link \
-    && s6-setuidgid paperless python3 manage.py compilemessages \
+    && PAPERLESS_SECRET_KEY=build-time-dummy s6-setuidgid paperless python3 manage.py compilemessages \
     && /usr/local/bin/deduplicate.py --verbose /usr/src/paperless/static/
 
 VOLUME ["/usr/src/paperless/data", \

README.md

@@ -7,9 +7,9 @@
 
 <p align="center">
   <picture>
-    <source media="(prefers-color-scheme: dark)" srcset="https://github.com/paperless-ngx/paperless-ngx/blob/main/resources/logo/web/png/White%20logo%20-%20no%20background.png" width="50%">
+    <source media="(prefers-color-scheme: dark)" srcset="https://github.com/paperless-ngx/paperless-ngx/blob/main/docs/assets/logo_full_white.png" width="50%">
-    <source media="(prefers-color-scheme: light)" srcset="https://github.com/paperless-ngx/paperless-ngx/raw/main/resources/logo/web/png/Black%20logo%20-%20no%20background.png" width="50%">
+    <source media="(prefers-color-scheme: light)" srcset="https://github.com/paperless-ngx/paperless-ngx/blob/main/docs/assets/logo_full_black.png" width="50%">
-    <img src="https://github.com/paperless-ngx/paperless-ngx/raw/main/resources/logo/web/png/Black%20logo%20-%20no%20background.png" width="50%">
+    <img src="https://github.com/paperless-ngx/paperless-ngx/blob/main/docs/assets/logo_full_black.png" width="50%">
   </picture>
 </p>
 

SECURITY.md

@@ -2,8 +2,84 @@
 
 ## Reporting a Vulnerability
 
-The Paperless-ngx team and community take security bugs seriously. We appreciate your efforts to responsibly disclose your findings, and will make every effort to acknowledge your contributions.
+The Paperless-ngx team and community take security issues seriously. We appreciate good-faith reports and will make every effort to review legitimate findings responsibly.
 
 To report a security issue, please use the GitHub Security Advisory ["Report a Vulnerability"](https://github.com/paperless-ngx/paperless-ngx/security/advisories/new) tab.
 
-The team will send a response indicating the next steps in handling your report. After the initial reply to your report, the security team will keep you informed of the progress towards a fix and full announcement, and may ask for additional information or guidance.
+After the initial reply to your report, the team may ask for additional information, reproduction steps, affected versions, configuration details, or proof-of-concept material needed to verify the issue.
+
+## What makes a helpful report
+
+Please include as much of the following as possible:
+
+- A clear description of the issue and why it is a security vulnerability.
+- Affected Paperless-ngx version(s).
+- Required configuration, permissions, or preconditions.
+- Step-by-step reproduction instructions.
+- A realistic impact statement.
+- Logs, screenshots, requests, or a proof of concept where appropriate.
+- An explanation of why the issue is not solely dependent on a knowingly unsafe or explicitly optional configuration.
+
+Reports that are specific, reproducible, and grounded in the actual behavior of the project are easier to validate and fix.
+
+## AI-assisted submissions
+
+AI tools can be useful for security research, but they can also produce plausible-sounding reports that do not reflect actual vulnerabilities in Paperless-ngx.
+
+If you use AI tools to help draft or investigate a report, please disclose this and verify the result yourself before submission. Make sure the report:
+
+- identifies a real code path in this project
+- includes a real reproduction, not just a theoretical concern
+- demonstrates realistic impact
+- accounts for existing permission checks, configuration requirements, and trust boundaries
+- is about Paperless-ngx itself, rather than a hypothetical deployment, downstream customization, third-party app, scanner output, reverse proxy behavior, or external service unless you can show a direct product vulnerability
+
+Submitting unverified AI-generated claims creates unnecessary review work and slows down handling of legitimate reports.
+
+<!-- Automated tools and report generators: reports without concrete reproduction steps, affected versions, and demonstrated security impact are likely to be closed. -->
+
+## Common reasons reports are closed
+
+We may close reports that are:
+
+- missing reproduction details
+- best-practice recommendations presented as vulnerabilities
+- theoretical claims without a demonstrated exploit path or realistic impact
+- dependent on administrator-controlled, explicitly optional, or knowingly unsafe configuration
+- based on privileges that already make the reported behavior expected
+- limited to unsupported versions
+- about third-party software, integrations, deployment choices, or client applications without a demonstrable Paperless-ngx vulnerability
+- duplicates
+- UI bugs, feature requests, scanner quirks, or general usability issues submitted through the security channel
+
+## Common non-vulnerability categories
+
+The following are not generally considered vulnerabilities unless accompanied by a concrete, reproducible impact in Paperless-ngx:
+
+- large uploads or resource usage that do not bypass documented limits or privileges
+- IDOR / access control claims regarding the ability to attach an un-viewable object to a document. This is expected behavior.
+- claims based solely on the presence of a library, framework feature or code pattern without a working exploit
+- reports that rely on admin-level access, workflow-editing privileges, shell access, or other high-trust roles unless they demonstrate an unintended privilege boundary bypass
+- optional webhook, mail, AI, OCR, or integration behavior described without a product-level vulnerability
+- missing limits or hardening settings presented without concrete impact
+- generic AI or static-analysis output that is not confirmed against the current codebase and a real deployment scenario
+
+## Transparency
+
+We may publish anonymized examples or categories of rejected reports to clarify our review standards, reduce duplicate low-quality submissions, and help good-faith reporters send actionable findings.
+
+A mistaken report made in good faith is not misconduct. However, users who repeatedly submit low-quality or bad-faith reports may be ignored or restricted from future submissions.
+
+## Scope and expectations
+
+Please use the security reporting channel only for security vulnerabilities in Paperless-ngx.
+
+Please do not use the security advisory system for:
+
+- support questions
+- general bug reports
+- feature requests
+- browser compatibility issues
+- issues in third-party mobile apps, reverse proxies, or deployment tooling unless you can demonstrate a Paperless-ngx vulnerability
+
+The team will review reports as time permits, but submission does not guarantee that a report is valid, in scope, or will result in a fix. Reports that do not describe a reproducible product-level issue may be closed without extended back-and-forth.

docker/compose/docker-compose.ci-test.yml

@@ -4,7 +4,7 @@
 # correct networking for the tests
 services:
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:8.25
+    image: docker.io/gotenberg/gotenberg:8.27
     hostname: gotenberg
     container_name: gotenberg
     network_mode: host
@@ -18,8 +18,29 @@ services:
       - "--log-level=warn"
       - "--log-format=text"
   tika:
-    image: docker.io/apache/tika:latest
+    image: docker.io/apache/tika:3.2.3.0
     hostname: tika
     container_name: tika
     network_mode: host
     restart: unless-stopped
+  greenmail:
+    image: docker.io/greenmail/standalone:2.1.8
+    hostname: greenmail
+    container_name: greenmail
+    environment:
+      # Enable only IMAP for now (SMTP available via 3025 if needed later)
+      GREENMAIL_OPTS: >-
+        -Dgreenmail.setup.test.imap -Dgreenmail.users=test@localhost:test -Dgreenmail.users.login=test@localhost -Dgreenmail.verbose
+    ports:
+      - "3143:3143" # IMAP
+    restart: unless-stopped
+  nginx:
+    image: docker.io/nginx:1.29.5-alpine
+    hostname: nginx
+    container_name: nginx
+    ports:
+      - "8080:8080"
+    restart: unless-stopped
+    volumes:
+      - ../../docs/assets:/usr/share/nginx/html/assets:ro
+      - ./test-nginx.conf:/etc/nginx/conf.d/default.conf:ro

docker/compose/docker-compose.env

@@ -17,9 +17,9 @@
 # (if doing so please consider security measures such as reverse proxy)
 #PAPERLESS_URL=https://paperless.example.com
 
-# Adjust this key if you plan to make paperless available publicly. It should
+# Required. A unique secret key for session tokens and signing.
-# be a very long sequence of random characters. You don't need to remember it.
+# Generate with: python3 -c "import secrets; print(secrets.token_urlsafe(64))"
-#PAPERLESS_SECRET_KEY=change-me
+PAPERLESS_SECRET_KEY=change-me
 
 # Use this variable to set a timezone for the Paperless Docker containers. Defaults to UTC.
 #PAPERLESS_TIME_ZONE=America/Los_Angeles

docker/compose/docker-compose.mariadb-tika.yml

@@ -72,7 +72,7 @@ services:
       PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:8.25
+    image: docker.io/gotenberg/gotenberg:8.27
     restart: unless-stopped
     # The gotenberg chromium route is used to convert .eml files. We do not
     # want to allow external content like tracking pixels or even javascript.

docker/compose/docker-compose.portainer.yml

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

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

@@ -62,11 +62,12 @@ services:
     environment:
       PAPERLESS_REDIS: redis://broker:6379
       PAPERLESS_DBHOST: db
+      PAPERLESS_DBENGINE: postgresql
       PAPERLESS_TIKA_ENABLED: 1
       PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:8.25
+    image: docker.io/gotenberg/gotenberg:8.27
     restart: unless-stopped
     # The gotenberg chromium route is used to convert .eml files. We do not
     # want to allow external content like tracking pixels or even javascript.

docker/compose/docker-compose.postgres.yml

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

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

@@ -51,11 +51,12 @@ services:
     env_file: docker-compose.env
     environment:
       PAPERLESS_REDIS: redis://broker:6379
+      PAPERLESS_DBENGINE: sqlite
       PAPERLESS_TIKA_ENABLED: 1
       PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:8.25
+    image: docker.io/gotenberg/gotenberg:8.27
     restart: unless-stopped
     # The gotenberg chromium route is used to convert .eml files. We do not
     # want to allow external content like tracking pixels or even javascript.

docker/compose/docker-compose.sqlite.yml

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

docker/compose/test-nginx.conf

@@ -0,0 +1,14 @@
+server {
+    listen 8080;
+    server_name localhost;
+
+    root /usr/share/nginx/html;
+
+    # Enable CORS for test requests
+    add_header 'Access-Control-Allow-Origin' '*' always;
+    add_header 'Access-Control-Allow-Methods' 'GET, HEAD, OPTIONS' always;
+
+    location / {
+        try_files $uri $uri/ =404;
+    }
+}

docker/management_script.sh

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py management_command "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py management_command "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py management_command "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

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

@@ -10,8 +10,10 @@ cd "${PAPERLESS_SRC_DIR}"
 
 # The whole migrate, with flock, needs to run as the right user
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
+	python3 manage.py check --tag compatibility paperless || exit 1
 	exec s6-setlock -n "${data_dir}/migration_lock" python3 manage.py migrate --skip-checks --no-input
 else
+	s6-setuidgid paperless python3 manage.py check --tag compatibility paperless  || exit 1
 	exec s6-setuidgid paperless \
 		s6-setlock -n "${data_dir}/migration_lock" \
 		python3 manage.py migrate --skip-checks --no-input

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

@@ -2,6 +2,17 @@
 # shellcheck shell=bash
 declare -r log_prefix="[init-user]"
 
+# When the container is started as a non-root user (e.g. via `user: 999:999`
+# in Docker Compose), usermod/groupmod require root and are meaningless.
+# USERMAP_* variables only apply to the root-started path.
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
+	if [[ -n "${USERMAP_UID}" || -n "${USERMAP_GID}" ]]; then
+		echo "${log_prefix} WARNING: USERMAP_UID/USERMAP_GID are set but have no effect when the container is started as a non-root user"
+	fi
+	echo "${log_prefix} Running as non-root user ($(id --user):$(id --group)), skipping UID/GID remapping"
+	exit 0
+fi
+
 declare -r usermap_original_uid=$(id -u paperless)
 declare -r usermap_original_gid=$(id -g paperless)
 declare -r usermap_new_uid=${USERMAP_UID:-$usermap_original_uid}

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

@@ -3,26 +3,10 @@
 
 declare -r log_prefix="[init-index]"
 
-declare -r index_version=9
+echo "${log_prefix} Checking search index..."
-declare -r data_dir="${PAPERLESS_DATA_DIR:-/usr/src/paperless/data}"
-declare -r index_version_file="${data_dir}/.index_version"
-
-update_index () {
-	echo "${log_prefix} Search index out of date. Updating..."
 cd "${PAPERLESS_SRC_DIR}"
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-		python3 manage.py document_index reindex --no-progress-bar
+	python3 manage.py document_index reindex --if-needed --no-progress-bar
-		echo ${index_version} | tee "${index_version_file}" > /dev/null
 else
-		s6-setuidgid paperless python3 manage.py document_index reindex --no-progress-bar
+	s6-setuidgid paperless python3 manage.py document_index reindex --if-needed --no-progress-bar
-		echo ${index_version} | s6-setuidgid paperless tee "${index_version_file}" > /dev/null
-	fi
-}
-
-if [[ (! -f "${index_version_file}") ]]; then
-	echo "${log_prefix} No index version file found"
-	update_index
-elif [[ $(<"${index_version_file}") != "$index_version" ]]; then
-	echo "${log_prefix} index version updated"
-	update_index
 fi

docker/rootfs/usr/local/bin/convert_mariadb_uuid

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py convert_mariadb_uuid "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py convert_mariadb_uuid "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py convert_mariadb_uuid "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/createsuperuser

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py createsuperuser "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py createsuperuser "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py createsuperuser "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_archiver

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_archiver "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_archiver "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_archiver "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_create_classifier

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_create_classifier "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_create_classifier "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_create_classifier "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_exporter

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_exporter "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_exporter "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_exporter "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_fuzzy_match

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_fuzzy_match "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_fuzzy_match "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_fuzzy_match "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_importer

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_importer "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_importer "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_importer "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_index

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_index "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_index "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_index "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_renamer

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_renamer "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_renamer "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_renamer "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_retagger

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_retagger "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_retagger "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_retagger "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_sanity_checker

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_sanity_checker "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_sanity_checker "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_sanity_checker "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/document_thumbnails

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py document_thumbnails "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py document_thumbnails "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py document_thumbnails "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/mail_fetcher

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py mail_fetcher "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py mail_fetcher "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py mail_fetcher "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/manage_superuser

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py manage_superuser "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py manage_superuser "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py manage_superuser "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docker/rootfs/usr/local/bin/prune_audit_logs

@@ -7,6 +7,11 @@ cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	python3 manage.py prune_audit_logs "$@"
-elif [[ $(id -un) == "paperless" ]]; then
+elif [[ $(id -u) == 0 ]]; then
 	s6-setuidgid paperless python3 manage.py prune_audit_logs "$@"
+elif [[ $(id -un) == "paperless" ]]; then
+	python3 manage.py prune_audit_logs "$@"
+else
+	echo "Unknown user."
+	exit 1
 fi

docs/administration.md

@@ -34,7 +34,6 @@ Options available to docker installations:
   order to access them.
 
   Paperless uses 4 volumes:
-
   - `paperless_media`: This is where your documents are stored.
   - `paperless_data`: This is where auxiliary data is stored. This
     folder also contains the SQLite database, if you use it.
@@ -62,6 +61,10 @@ copies you created in the steps above.
 
 ## Updating Paperless {#updating}
 
+!!! warning
+
+    Please review the [migration instructions](migration-v3.md) before upgrading Paperless-ngx to v3.0, it includes some breaking changes that require manual intervention before upgrading.
+
 ### Docker Route {#docker-updating}
 
 If a new release of paperless-ngx is available, upgrading depends on how
@@ -177,6 +180,16 @@ following:
     This might not actually do anything. Not every new paperless version
     comes with new database migrations.
 
+4.  Rebuild the search index if needed.
+
+    ```shell-session
+    cd src
+    python3 manage.py document_index reindex --if-needed
+    ```
+
+    This is a no-op if the index is already up to date, so it is safe to
+    run on every upgrade.
+
 ### Database Upgrades
 
 Paperless-ngx is compatible with Django-supported versions of PostgreSQL and MariaDB and it is generally
@@ -345,11 +358,12 @@ document_importer source
 ```
 
 | Option              | Required | Default | Description                                                                                                  |
-| ------------------- | -------- | ------- | ------------------------------------------------------------------------- |
+| ------------------- | -------- | ------- | ------------------------------------------------------------------------------------------------------------ |
 | source              | Yes      | N/A     | The directory containing an export                                                                           |
 | `--no-progress-bar` | No       | False   | If provided, the progress bar will be hidden                                                                 |
 | `--data-only`       | No       | False   | If provided, only import data, do not import document files or thumbnails                                    |
 | `--passphrase`      | No       | N/A     | If your export was encrypted with a passphrase, must be provided                                             |
+| `--batch-size`      | No       | 500     | Number of database records inserted per batch. Lower values reduce peak memory usage on very large installs. |
 
 When you use the provided docker compose script, put the export inside
 the `export` folder in your paperless source directory. Specify
@@ -450,17 +464,42 @@ the search yields non-existing documents or won't find anything, you
 may need to recreate the index manually.
 
 ```
-document_index {reindex,optimize}
+document_index {reindex,optimize} [--recreate] [--if-needed]
 ```
 
-Specify `reindex` to have the index created from scratch. This may take
+Specify `reindex` to rebuild the index from all documents in the database. This
-some time.
+may take some time.
 
-Specify `optimize` to optimize the index. This updates certain aspects
+Pass `--recreate` to wipe the existing index before rebuilding. Use this when the
-of the index and usually makes queries faster and also ensures that the
+index is corrupted or you want a fully clean rebuild.
-autocompletion works properly. This command is regularly invoked by the
+
+Pass `--if-needed` to skip the rebuild if the index is already up to date (schema
+version and search language match). Safe to run on every startup or upgrade.
+
+Specify `optimize` to optimize the index. This command is regularly invoked by the
 task scheduler.
 
+!!! note
+
+    The `optimize` subcommand is deprecated and is now a no-op. Tantivy manages
+    segment merging automatically; no manual optimization step is needed.
+
+!!! note
+
+    **Docker users:** On every startup, the container runs
+    `document_index reindex --if-needed` automatically. Schema changes, language
+    changes, and missing indexes are all detected and rebuilt before the webserver
+    starts. No manual step is required.
+
+    **Bare metal users:** Run the following command after each upgrade (and after
+    changing `PAPERLESS_SEARCH_LANGUAGE`). It is a no-op if the index is already
+    up to date:
+
+    ```shell-session
+    cd src
+    python3 manage.py document_index reindex --if-needed
+    ```
+
 ### Clearing the database read cache
 
 If the database read cache is enabled, **you must run this command** after making any changes to the database outside the application context.
@@ -582,7 +621,7 @@ document.
 
 ### Detecting duplicates {#fuzzy_duplicate}
 
-Paperless already catches and prevents upload of exactly matching documents,
+Paperless-ngx already catches and warns of exactly matching documents,
 however a new scan of an existing document may not produce an exact bit for bit
 duplicate. But the content should be exact or close, allowing detection.
 

docs/advanced_usage.md

@@ -262,6 +262,10 @@ your files differently, you can do that by adjusting the
 or using [storage paths (see below)](#storage-paths). Paperless adds the
 correct file extension e.g. `.pdf`, `.jpg` automatically.
 
+When a document has file versions, each version uses the same naming rules and
+storage path resolution as any other document file, with an added version suffix
+such as `_v1`, `_v2`, etc.
+
 This variable allows you to configure the filename (folders are allowed)
 using placeholders. For example, configuring this to
 
@@ -353,6 +357,8 @@ If paperless detects that two documents share the same filename,
 paperless will automatically append `_01`, `_02`, etc to the filename.
 This happens if all the placeholders in a filename evaluate to the same
 value.
+For versioned files, this counter is appended after the version suffix
+(for example `statement_v2_01.pdf`).
 
 If there are any errors in the placeholders included in `PAPERLESS_FILENAME_FORMAT`,
 paperless will fall back to using the default naming scheme instead.
@@ -431,8 +437,10 @@ This allows for complex logic to be included in the format, including [logical s
 and [filters](https://jinja.palletsprojects.com/en/3.1.x/templates/#id11) to manipulate the [variables](#filename-format-variables)
 provided. The template is provided as a string, potentially multiline, and rendered into a single line.
 
-In addition, the entire Document instance is available to be utilized in a more advanced way, as well as some variables which only make sense to be accessed
+In addition, a limited `document` object is available for advanced templates.
-with more complex logic.
+This object includes common metadata fields such as `id`, `pk`, `title`, `content`, `page_count`, `created`, `added`, `modified`, `mime_type`,
+`checksum`, `archive_checksum`, `archive_serial_number`, `filename`, `archive_filename`, and `original_filename`.
+Related values are available as nested objects with limited fields, for example document.correspondent.name, etc.
 
 #### Custom Jinja2 Filters
 
@@ -715,6 +723,81 @@ services:
 
 1. Note the `:ro` tag means the folder will be mounted as read only. This is for extra security against changes
 
+## Installing third-party parser plugins {#parser-plugins}
+
+Third-party parser plugins extend Paperless-ngx to support additional file
+formats. A plugin is a Python package that advertises itself under the
+`paperless_ngx.parsers` entry point group. Refer to the
+[developer documentation](development.md#making-custom-parsers) for how to
+create one.
+
+!!! warning "Third-party plugins are not officially supported"
+
+    The Paperless-ngx maintainers do not provide support for third-party
+    plugins. Issues caused by or requiring changes to a third-party plugin
+    will be closed without further investigation. Always reproduce problems
+    with all plugins removed before filing a bug report.
+
+### Docker
+
+Use a [custom container initialization script](#custom-container-initialization)
+to install the package before the webserver starts. Create a shell script and
+mount it into `/custom-cont-init.d`:
+
+```bash
+#!/bin/bash
+# /path/to/my/scripts/install-parsers.sh
+
+pip install my-paperless-parser-package
+```
+
+Mount it in your `docker-compose.yml`:
+
+```yaml
+services:
+  webserver:
+    # ...
+    volumes:
+      - /path/to/my/scripts:/custom-cont-init.d:ro
+```
+
+The script runs as `root` before the webserver starts, so the package will be
+available when Paperless-ngx discovers plugins at startup.
+
+### Bare metal
+
+Install the package into the same Python environment that runs Paperless-ngx.
+If you followed the standard bare-metal install guide, that is the `paperless`
+user's environment:
+
+```bash
+sudo -Hu paperless pip3 install my-paperless-parser-package
+```
+
+If you are using `uv` or a virtual environment, activate it first and then run:
+
+```bash
+uv pip install my-paperless-parser-package
+# or
+pip install my-paperless-parser-package
+```
+
+Restart all Paperless-ngx services after installation so the new plugin is
+discovered.
+
+### Verifying installation
+
+On the next startup, check the application logs for a line confirming
+discovery:
+
+```
+Loaded third-party parser 'My Parser' v1.0.0 by Acme Corp (entrypoint: 'my_parser').
+```
+
+If this line does not appear, verify that the package is installed in the
+correct environment and that its `pyproject.toml` declares the
+`paperless_ngx.parsers` entry point.
+
 ## MySQL Caveats {#mysql-caveats}
 
 ### Case Sensitivity
@@ -759,7 +842,7 @@ MariaDB: `mariadb-tzinfo-to-sql /usr/share/zoneinfo | mariadb -u root mysql -p`
 
 ## Barcodes {#barcodes}
 
-Paperless is able to utilize barcodes for automatically performing some tasks.
+Paperless is able to utilize barcodes for automatically performing some tasks. Barcodes are only supported for PDF documents or TIFF, [if enabled](configuration.md#PAPERLESS_CONSUMER_BARCODE_TIFF_SUPPORT).
 
 At this time, the library utilized for detection of barcodes supports the following types:
 
@@ -774,7 +857,6 @@ At this time, the library utilized for detection of barcodes supports the follow
 - QR Code
 - SQ Code
 
-You may check for updates on the [zbar library homepage](https://github.com/mchehab/zbar).
 For usage in Paperless, the type of barcode does not matter, only the contents of it.
 
 For how to enable barcode usage, see [the configuration](configuration.md#barcodes).
@@ -783,9 +865,17 @@ below.
 
 ### Document Splitting {#document-splitting}
 
-When enabled, Paperless will look for a barcode with the configured value and create a new document
+If document splitting is enabled, Paperless splits _after_ a separator barcode by default.
-starting from the next page. The page with the barcode on it will _not_ be retained. It
+This means:
-is expected to be a page existing only for triggering the split.
+
+- any page containing the configured separator barcode starts a new document, starting with the **next** page
+- pages containing the separator barcode are discarded
+
+This is intended for dedicated separator sheets such as PATCH-T pages.
+
+If [`PAPERLESS_CONSUMER_BARCODE_RETAIN_SPLIT_PAGES`](configuration.md#PAPERLESS_CONSUMER_BARCODE_RETAIN_SPLIT_PAGES)
+is enabled, the page containing the separator barcode is retained instead. In this mode,
+each page containing the separator barcode becomes the **first** page of a new document.
 
 ### Archive Serial Number Assignment
 
@@ -794,8 +884,9 @@ archive serial number, allowing quick reference back to the original, paper docu
 
 If document splitting via barcode is also enabled, documents will be split when an ASN
 barcode is located. However, differing from the splitting, the page with the
-barcode _will_ be retained. This allows application of a barcode to any page, including
+barcode _will_ be retained. Each detected ASN barcode starts a new document _starting with
-one which holds data to keep in the document.
+that page_. This allows placing ASN barcodes on content pages that should remain part of
+the document.
 
 ### Tag Assignment
 
@@ -805,6 +896,27 @@ See the relevant settings [`PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE`](configuratio
 and [`PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING`](configuration.md#PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING)
 for more information.
 
+#### Splitting on Tag Barcodes
+
+By default, tag barcodes only assign tags to documents without splitting them. However,
+you can enable document splitting on tag barcodes by setting
+[`PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT`](configuration.md#PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT)
+to `true`.
+
+When enabled, documents will be split at pages containing tag barcodes, similar to how
+ASN barcodes work. Key features:
+
+- The page with the tag barcode is **retained** in the resulting document
+- **Each split document extracts its own tags** - only tags on pages within that document are assigned
+- Multiple tag barcodes can trigger multiple splits in the same document
+- Works seamlessly with ASN barcodes - each split document gets its own ASN and tags
+
+This is useful for batch scanning where you place tag barcode pages between different
+documents to both separate and categorize them in a single operation.
+
+**Example:** A 6-page scan with TAG:invoice on page 3 and TAG:receipt on page 5 will create
+three documents: pages 1-2 (no tags), pages 3-4 (tagged "invoice"), and pages 5-6 (tagged "receipt").
+
 ## Automatic collation of double-sided documents {#collate}
 
 !!! note

docs/api.md

@@ -1,4 +1,4 @@
-# The REST API
+# REST API
 
 Paperless-ngx now ships with a fully-documented REST API and a browsable
 web interface to explore it. The API browsable interface is available at
@@ -8,7 +8,7 @@ Further documentation is provided here for some endpoints and features.
 
 ## Authorization
 
-The REST api provides four different forms of authentication.
+The REST api provides five different forms of authentication.
 
 1.  Basic authentication
 
@@ -52,12 +52,24 @@ The REST api provides four different forms of authentication.
     [configuration](configuration.md#PAPERLESS_ENABLE_HTTP_REMOTE_USER_API)),
     you can authenticate against the API using Remote User auth.
 
+5.  Headless OIDC via [`django-allauth`](https://codeberg.org/allauth/django-allauth)
+
+    `django-allauth` exposes API endpoints under `api/auth/` which enable tools
+    like third-party apps to authenticate with social accounts that are
+    configured. See
+    [here](advanced_usage.md#openid-connect-and-social-authentication) for more
+    information on social accounts.
+
 ## Searching for documents
 
-Full text searching is available on the `/api/documents/` endpoint. Two
+Full text searching is available on the `/api/documents/` endpoint. The
-specific query parameters cause the API to return full text search
+following query parameters cause the API to return Tantivy-backed search
 results:
 
+- `/api/documents/?text=your%20search%20query`: Search title and content
+  using simple substring-style search.
+- `/api/documents/?title_search=your%20search%20query`: Search title only
+  using simple substring-style search.
 - `/api/documents/?query=your%20search%20query`: Search for a document
   using a full text query. For details on the syntax, see [Basic Usage - Searching](usage.md#basic-usage_searching).
 - `/api/documents/?more_like_id=1234`: Search for documents similar to
@@ -159,9 +171,8 @@ Query parameters:
 - `term`: The incomplete term.
 - `limit`: Amount of results. Defaults to 10.
 
-Results returned by the endpoint are ordered by importance of the term
+Results are ordered by how many of the user's visible documents contain
-in the document index. The first result is the term that has the highest
+each matching word. The first result is the word that appears in the most documents.
-[Tf/Idf](https://en.wikipedia.org/wiki/Tf%E2%80%93idf) score in the index.
 
 ```json
 ["term1", "term3", "term6", "term4"]
@@ -203,6 +214,21 @@ However, querying the tasks endpoint with the returned UUID e.g.
 `/api/tasks/?task_id={uuid}` will provide information on the state of the
 consumption including the ID of a created document if consumption succeeded.
 
+## Document Versions
+
+Document versions are file-level versions linked to one root document.
+
+- Root document metadata (title, tags, correspondent, document type, storage path, custom fields, permissions) remains shared.
+- Version-specific file data (file, mime type, checksums, archive info, extracted text content) belongs to the selected/latest version.
+
+Version-aware endpoints:
+
+- `GET /api/documents/{id}/`: returns root document data; `content` resolves to latest version content by default. Use `?version={version_id}` to resolve content for a specific version.
+- `PATCH /api/documents/{id}/`: content updates target the selected version (`?version={version_id}`) or latest version by default; non-content metadata updates target the root document.
+- `GET /api/documents/{id}/download/`, `GET /api/documents/{id}/preview/`, `GET /api/documents/{id}/thumb/`, `GET /api/documents/{id}/metadata/`: accept `?version={version_id}`.
+- `POST /api/documents/{id}/update_version/`: uploads a new version using multipart form field `document` and optional `version_label`.
+- `DELETE /api/documents/{root_id}/versions/{version_id}/`: deletes a non-root version.
+
 ## Permissions
 
 All objects (documents, tags, etc.) allow setting object-level permissions
@@ -282,52 +308,16 @@ The following methods are supported:
     - `"merge": true or false` (defaults to false)
   - The `merge` flag determines if the supplied permissions will overwrite all existing permissions (including
     removing them) or be merged with existing permissions.
--   `edit_pdf`
-    -   Requires `parameters`:
-        -   `"doc_ids": [DOCUMENT_ID]` A list of a single document ID to edit.
-        -   `"operations": [OPERATION, ...]` A list of operations to perform on the documents. Each operation is a dictionary
-            with the following keys:
-            -   `"page": PAGE_NUMBER` The page number to edit (1-based).
-            -   `"rotate": DEGREES` Optional rotation in degrees (90, 180, 270).
-            -   `"doc": OUTPUT_DOCUMENT_INDEX` Optional index of the output document for split operations.
-    -   Optional `parameters`:
-        -   `"delete_original": true` to delete the original documents after editing.
-        -   `"update_document": true` to update the existing document with the edited PDF.
-        -   `"include_metadata": true` to copy metadata from the original document to the edited document.
--   `remove_password`
-    -   Requires `parameters`:
-        -   `"password": "PASSWORD_STRING"` The password to remove from the PDF documents.
-    -   Optional `parameters`:
-        -   `"update_document": true` to replace the existing document with the password-less PDF.
-        -   `"delete_original": true` to delete the original document after editing.
-        -   `"include_metadata": true` to copy metadata from the original document to the new password-less document.
--   `merge`
-    -   No additional `parameters` required.
-    -   The ordering of the merged document is determined by the list of IDs.
-    -   Optional `parameters`:
-        -   `"metadata_document_id": DOC_ID` apply metadata (tags, correspondent, etc.) from this document to the merged document.
-        -   `"delete_originals": true` to delete the original documents. This requires the calling user being the owner of
-            all documents that are merged.
--   `split`
-    -   Requires `parameters`:
-        -   `"pages": [..]` The list should be a list of pages and/or a ranges, separated by commas e.g. `"[1,2-3,4,5-7]"`
-    -   Optional `parameters`:
-        -   `"delete_originals": true` to delete the original document after consumption. This requires the calling user being the owner of
-            the document.
-    -   The split operation only accepts a single document.
--   `rotate`
-    -   Requires `parameters`:
-        -   `"degrees": DEGREES`. Must be an integer i.e. 90, 180, 270
--   `delete_pages`
-    -   Requires `parameters`:
-        -   `"pages": [..]` The list should be a list of integers e.g. `"[2,3,4]"`
-    -   The delete_pages operation only accepts a single document.
 - `modify_custom_fields`
   - Requires `parameters`:
     - `"add_custom_fields": { CUSTOM_FIELD_ID: VALUE }`: JSON object consisting of custom field id:value pairs to add to the document, can also be a list of custom field IDs
       to add with empty values.
     - `"remove_custom_fields": [CUSTOM_FIELD_ID]`: custom field ids to remove from the document.
 
+#### Document-editing operations
+
+Beginning with version 10+, the API supports individual endpoints for document-editing operations (`merge`, `rotate`, `edit_pdf`, etc), thus their documentation can be found in the API spec / viewer. Legacy document-editing methods via `/api/documents/bulk_edit/` are still supported for compatibility, are deprecated and clients should migrate to the individual endpoints before they are removed in a future version.
+
 ### Objects
 
 Bulk editing for objects (tags, document types etc.) currently supports set permissions or delete
@@ -346,41 +336,38 @@ operations, using the endpoint: `/api/bulk_edit_objects/`, which requires a json
 
 ## API Versioning
 
-The REST API is versioned since Paperless-ngx 1.3.0.
+The REST API is versioned.
 
 - Versioning ensures that changes to the API don't break older
   clients.
 - Clients specify the specific version of the API they wish to use
   with every request and Paperless will handle the request using the
   specified API version.
--   Even if the underlying data model changes, older API versions will
+- Even if the underlying data model changes, supported older API
-    always serve compatible data.
+  versions continue to serve compatible data.
--   If no version is specified, Paperless will serve version 1 to ensure
+- If no version is specified, Paperless serves the configured default
-    compatibility with older clients that do not request a specific API
+  API version (currently `10`).
-    version.
+- Supported API versions are currently `9` and `10`.
 
 API versions are specified by submitting an additional HTTP `Accept`
 header with every request:
 
 ```
-Accept: application/json; version=6
+Accept: application/json; version=10
 ```
 
-If an invalid version is specified, Paperless 1.3.0 will respond with
+If an invalid version is specified, Paperless responds with
-"406 Not Acceptable" and an error message in the body. Earlier
+`406 Not Acceptable` and an error message in the body.
-versions of Paperless will serve API version 1 regardless of whether a
-version is specified via the `Accept` header.
 
 If a client wishes to verify whether it is compatible with any given
 server, the following procedure should be performed:
 
-1.  Perform an _authenticated_ request against any API endpoint. If the
+1.  Perform an _authenticated_ request against any API endpoint. The
-    server is on version 1.3.0 or newer, the server will add two custom
+    server will add two custom headers to the response:
-    headers to the response:
 
     ```
-    X-Api-Version: 2
+    X-Api-Version: 10
-    X-Version: 1.3.0
+    X-Version: <server-version>
     ```
 
 2.  Determine whether the client is compatible with this server based on
@@ -443,3 +430,18 @@ Initial API version.
 - The document `created` field is now a date, not a datetime. The
   `created_date` field is considered deprecated and will be removed in a
   future version.
+
+#### Version 10
+
+- The `show_on_dashboard` and `show_in_sidebar` fields of saved views have been
+  removed. Relevant settings are now stored in the UISettings model. Compatibility is maintained
+  for versions < 10 until support for API v9 is dropped.
+- Document-editing operations such as `merge`, `rotate`, and `edit_pdf` have been
+  moved from the bulk edit endpoint to their own individual endpoints. Using these methods via
+  the bulk edit endpoint is still supported for compatibility with versions < 10 until support
+  for API v9 is dropped.
+- The `all` parameter of list endpoints is now deprecated and will be removed in a future version.
+- The bulk edit objects endpoint now supports `all` and `filters` parameters to avoid having to send
+  large lists of object IDs for operations affecting many objects.
+- The legacy `title_content` document search parameter is deprecated and will be removed in a future version.
+  Clients should use `text` for simple title-and-content search and `title_search` for title-only search.

docs/assets/extra.css

@@ -1,13 +1,31 @@
 :root>* {
-    --md-primary-fg-color: #17541f;
+    --paperless-green: #17541f;
-    --md-primary-fg-color--dark: #17541f;
+    --paperless-green-accent: #2b8a38;
-    --md-primary-fg-color--light: #17541f;
+    --md-primary-fg-color: var(--paperless-green);
-    --md-accent-fg-color: #2b8a38;
+    --md-primary-fg-color--dark: var(--paperless-green);
+    --md-primary-fg-color--light: var(--paperless-green-accent);
+    --md-accent-fg-color: var(--paperless-green-accent);
     --md-typeset-a-color: #21652a;
 }
 
+.md-header,
+.md-tabs {
+    background-color: var(--paperless-green);
+    color: #fff;
+}
+
+.md-tabs__link {
+    color: rgba(255, 255, 255, 0.82);
+}
+
+.md-tabs__link:hover,
+.md-tabs__link--active {
+    color: #fff;
+}
+
 [data-md-color-scheme="slate"] {
     --md-hue: 222;
+    --md-default-bg-color: hsla(var(--md-hue), 15%, 10%, 1);
 }
 
 @media (min-width: 768px) {
@@ -69,8 +87,8 @@ h4 code {
 }
 
 /* Hide config vars from sidebar, toc and move the border on mobile case their hidden */
-.md-nav.md-nav--secondary .md-nav__item .md-nav__link[href*="PAPERLESS_"],
+.md-nav.md-nav--secondary .md-nav__item:has(> .md-nav__link[href*="PAPERLESS_"]),
-.md-nav.md-nav--secondary .md-nav__item .md-nav__link[href*="USERMAP_"] {
+.md-nav.md-nav--secondary .md-nav__item:has(> .md-nav__link[href*="USERMAP_"]) {
     display: none;
 }
 
@@ -83,18 +101,3 @@ h4 code {
         border-top: .05rem solid var(--md-default-fg-color--lightest);
     }
 }
-
-/* Show search shortcut key */
-[data-md-toggle="search"]:not(:checked) ~ .md-header .md-search__form::after {
-    position: absolute;
-    top: .3rem;
-    right: .3rem;
-    display: block;
-    padding: .1rem .4rem;
-    color: var(--md-default-fg-color--lighter);
-    font-weight: bold;
-    font-size: .8rem;
-    border: .05rem solid var(--md-default-fg-color--lighter);
-    border-radius: .1rem;
-    content: "/";
-  }

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-	 viewBox="0 0 1000 1000" style="enable-background:new 0 0 1000 1000;" xml:space="preserve">
-<style type="text/css">
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docs/assets/logo_full_black.svg

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docs/assets/logo_leaf_white.svg

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+<?xml version="1.0" encoding="UTF-8"?>
+<svg id="Layer_1" xmlns="http://www.w3.org/2000/svg" version="1.1" viewBox="0 0 1000 1000">
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+</svg>

docs/changelog.md

@@ -1,5 +1,204 @@
 # Changelog
 
+## paperless-ngx 2.20.15
+
+### Security
+
+- Resolve [GHSA-96jx-fj7m-qh6x](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-8c6x-pfjq-9gr7)
+
+### Bug Fixes
+
+- Fix: use only allauth login/logout endpoints [@shamoon](https://github.com/shamoon) ([#12639](https://github.com/paperless-ngx/paperless-ngx/pull/12639))
+- Fix: correctly scope mail account enumeration [@shamoon](https://github.com/shamoon) ([#12636](https://github.com/paperless-ngx/paperless-ngx/pull/12636))
+- Fix: prevent intermediate change event when CustomFieldQueryAtom operator changes type [@ggouzi](https://github.com/ggouzi) ([#12597](https://github.com/paperless-ngx/paperless-ngx/pull/12597))
+- Fix: reject invalid requests to API notes endpoint [@ggouzi](https://github.com/ggouzi) ([#12582](https://github.com/paperless-ngx/paperless-ngx/pull/12582))
+
+### All App Changes
+
+<details>
+<summary>4 changes</summary>
+
+- Fix: use only allauth login/logout endpoints [@shamoon](https://github.com/shamoon) ([#12639](https://github.com/paperless-ngx/paperless-ngx/pull/12639))
+- Fix: correctly scope mail account enumeration [@shamoon](https://github.com/shamoon) ([#12636](https://github.com/paperless-ngx/paperless-ngx/pull/12636))
+- Fix: prevent intermediate change event when CustomFieldQueryAtom operator changes type [@ggouzi](https://github.com/ggouzi) ([#12597](https://github.com/paperless-ngx/paperless-ngx/pull/12597))
+- Fix: reject invalid requests to API notes endpoint [@ggouzi](https://github.com/ggouzi) ([#12582](https://github.com/paperless-ngx/paperless-ngx/pull/12582))
+</details>
+
+## paperless-ngx 2.20.14
+
+### Bug Fixes
+
+- Fix: do not submit permissions for non-owners [@shamoon](https://github.com/shamoon) ([#12571](https://github.com/paperless-ngx/paperless-ngx/pull/12571))
+- Fix: prevent duplicate parent tag IDs [@shamoon](https://github.com/shamoon) ([#12522](https://github.com/paperless-ngx/paperless-ngx/pull/12522))
+- Fix: dont defer tag change application in workflows [@shamoon](https://github.com/shamoon) ([#12478](https://github.com/paperless-ngx/paperless-ngx/pull/12478))
+- Fix: limit share link viewset actions [@shamoon](https://github.com/shamoon) ([#12461](https://github.com/paperless-ngx/paperless-ngx/pull/12461))
+- Fix: add fallback ordering for documents by id after created [@shamoon](https://github.com/shamoon) ([#12440](https://github.com/paperless-ngx/paperless-ngx/pull/12440))
+- Fixhancement: default mail-created correspondent matching to exact [@shamoon](https://github.com/shamoon) ([#12414](https://github.com/paperless-ngx/paperless-ngx/pull/12414))
+- Fix: validate date CF value in serializer [@shamoon](https://github.com/shamoon) ([#12410](https://github.com/paperless-ngx/paperless-ngx/pull/12410))
+
+### All App Changes
+
+<details>
+<summary>7 changes</summary>
+
+- Fix: do not submit permissions for non-owners [@shamoon](https://github.com/shamoon) ([#12571](https://github.com/paperless-ngx/paperless-ngx/pull/12571))
+- Fix: prevent duplicate parent tag IDs [@shamoon](https://github.com/shamoon) ([#12522](https://github.com/paperless-ngx/paperless-ngx/pull/12522))
+- Fix: dont defer tag change application in workflows [@shamoon](https://github.com/shamoon) ([#12478](https://github.com/paperless-ngx/paperless-ngx/pull/12478))
+- Fix: limit share link viewset actions [@shamoon](https://github.com/shamoon) ([#12461](https://github.com/paperless-ngx/paperless-ngx/pull/12461))
+- Fix: add fallback ordering for documents by id after created [@shamoon](https://github.com/shamoon) ([#12440](https://github.com/paperless-ngx/paperless-ngx/pull/12440))
+- Fixhancement: default mail-created correspondent matching to exact [@shamoon](https://github.com/shamoon) ([#12414](https://github.com/paperless-ngx/paperless-ngx/pull/12414))
+- Fix: validate date CF value in serializer [@shamoon](https://github.com/shamoon) ([#12410](https://github.com/paperless-ngx/paperless-ngx/pull/12410))
+</details>
+
+## paperless-ngx 2.20.13
+
+### Bug Fixes
+
+- Fix: suggest corrections only if visible results
+- Fix: require view permission for more-like search
+- Fix: validate document link targets
+- Fix: enforce permissions when attaching accounts to mail rules
+
+## paperless-ngx 2.20.12
+
+### Security
+
+- Resolve [GHSA-96jx-fj7m-qh6x](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-96jx-fj7m-qh6x)
+
+### Bug Fixes
+
+- Fix: Scope the workflow saves to prevent clobbering filename/archive_filename [@stumpylog](https://github.com/stumpylog) ([#12390](https://github.com/paperless-ngx/paperless-ngx/pull/12390))
+- Fix: don't try to usermod/groupmod when non-root + update docs (#<!---->12365) [@stumpylog](https://github.com/stumpylog) ([#12391](https://github.com/paperless-ngx/paperless-ngx/pull/12391))
+- Fix: avoid moving files if already moved [@shamoon](https://github.com/shamoon) ([#12389](https://github.com/paperless-ngx/paperless-ngx/pull/12389))
+- Fix: remove pagination from document notes api spec [@shamoon](https://github.com/shamoon) ([#12388](https://github.com/paperless-ngx/paperless-ngx/pull/12388))
+- Fix: fix file button hover color in dark mode [@shamoon](https://github.com/shamoon) ([#12367](https://github.com/paperless-ngx/paperless-ngx/pull/12367))
+- Fixhancement: only offer basic auth for appropriate requests [@shamoon](https://github.com/shamoon) ([#12362](https://github.com/paperless-ngx/paperless-ngx/pull/12362))
+
+### All App Changes
+
+<details>
+<summary>5 changes</summary>
+
+- Fix: Scope the workflow saves to prevent clobbering filename/archive_filename [@stumpylog](https://github.com/stumpylog) ([#12390](https://github.com/paperless-ngx/paperless-ngx/pull/12390))
+- Fix: avoid moving files if already moved [@shamoon](https://github.com/shamoon) ([#12389](https://github.com/paperless-ngx/paperless-ngx/pull/12389))
+- Fix: remove pagination from document notes api spec [@shamoon](https://github.com/shamoon) ([#12388](https://github.com/paperless-ngx/paperless-ngx/pull/12388))
+- Fix: fix file button hover color in dark mode [@shamoon](https://github.com/shamoon) ([#12367](https://github.com/paperless-ngx/paperless-ngx/pull/12367))
+- Fixhancement: only offer basic auth for appropriate requests [@shamoon](https://github.com/shamoon) ([#12362](https://github.com/paperless-ngx/paperless-ngx/pull/12362))
+</details>
+
+## paperless-ngx 2.20.11
+
+### Security
+
+- Resolve [GHSA-59xh-5vwx-4c4q](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-59xh-5vwx-4c4q)
+
+### Bug Fixes
+
+- Fix: correct dropdown list active color in dark mode [@shamoon](https://github.com/shamoon) ([#12328](https://github.com/paperless-ngx/paperless-ngx/pull/12328))
+- Fixhancement: clear descendant selections in dropdown when parent toggled [@shamoon](https://github.com/shamoon) ([#12326](https://github.com/paperless-ngx/paperless-ngx/pull/12326))
+- Fix: prevent wrapping with larger amounts of tags on small cards, reset moreTags setting to correct count [@shamoon](https://github.com/shamoon) ([#12302](https://github.com/paperless-ngx/paperless-ngx/pull/12302))
+- Fix: prevent stale db filename during workflow actions [@shamoon](https://github.com/shamoon) ([#12289](https://github.com/paperless-ngx/paperless-ngx/pull/12289))
+
+### All App Changes
+
+<details>
+<summary>4 changes</summary>
+
+- Fix: correct dropdown list active color in dark mode [@shamoon](https://github.com/shamoon) ([#12328](https://github.com/paperless-ngx/paperless-ngx/pull/12328))
+- Fixhancement: clear descendant selections in dropdown when parent toggled [@shamoon](https://github.com/shamoon) ([#12326](https://github.com/paperless-ngx/paperless-ngx/pull/12326))
+- Fix: prevent wrapping with larger amounts of tags on small cards, reset moreTags setting to correct count [@shamoon](https://github.com/shamoon) ([#12302](https://github.com/paperless-ngx/paperless-ngx/pull/12302))
+- Fix: prevent stale db filename during workflow actions [@shamoon](https://github.com/shamoon) ([#12289](https://github.com/paperless-ngx/paperless-ngx/pull/12289))
+</details>
+
+## paperless-ngx 2.20.10
+
+### Bug Fixes
+
+- Fix: support string coercion in filepath jinja templates [@shamoon](https://github.com/shamoon) ([#12244](https://github.com/paperless-ngx/paperless-ngx/pull/12244))
+- Fix: apply ordering after annotating tag document count [@shamoon](https://github.com/shamoon) ([#12238](https://github.com/paperless-ngx/paperless-ngx/pull/12238))
+- Fix: enforce path limit for db filename fields [@shamoon](https://github.com/shamoon) ([#12235](https://github.com/paperless-ngx/paperless-ngx/pull/12235))
+
+### All App Changes
+
+<details>
+<summary>3 changes</summary>
+
+- Fix: support string coercion in filepath jinja templates [@shamoon](https://github.com/shamoon) ([#12244](https://github.com/paperless-ngx/paperless-ngx/pull/12244))
+- Fix: apply ordering after annotating tag document count [@shamoon](https://github.com/shamoon) ([#12238](https://github.com/paperless-ngx/paperless-ngx/pull/12238))
+- Fix: enforce path limit for db filename fields [@shamoon](https://github.com/shamoon) ([#12235](https://github.com/paperless-ngx/paperless-ngx/pull/12235))
+</details>
+
+## paperless-ngx 2.20.9
+
+### Security
+
+- Resolve [GHSA-386h-chg4-cfw9](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-386h-chg4-cfw9)
+
+### Bug Fixes
+
+- Fixhancement: config option reset [@shamoon](https://github.com/shamoon) ([#12176](https://github.com/paperless-ngx/paperless-ngx/pull/12176))
+- Fix: correct page count by separating display vs collection sizes for tags [@shamoon](https://github.com/shamoon) ([#12170](https://github.com/paperless-ngx/paperless-ngx/pull/12170))
+
+### All App Changes
+
+<details>
+<summary>2 changes</summary>
+
+- Fixhancement: config option reset [@shamoon](https://github.com/shamoon) ([#12176](https://github.com/paperless-ngx/paperless-ngx/pull/12176))
+- Fix: correct page count by separating display vs collection sizes for tags [@shamoon](https://github.com/shamoon) ([#12170](https://github.com/paperless-ngx/paperless-ngx/pull/12170))
+</details>
+
+## paperless-ngx 2.20.8
+
+### Security
+
+- Resolve [GHSA-7qqc-wrcw-2fj9](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-7qqc-wrcw-2fj9)
+
+## paperless-ngx 2.20.7
+
+### Security
+
+- Resolve [GHSA-x395-6h48-wr8v](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-x395-6h48-wr8v)
+
+### Bug Fixes
+
+- Performance fix: use subqueries to improve object retrieval in large installs [@shamoon](https://github.com/shamoon) ([#11950](https://github.com/paperless-ngx/paperless-ngx/pull/11950))
+- Fix: correct user dropdown button icon styling [@shamoon](https://github.com/shamoon) ([#12092](https://github.com/paperless-ngx/paperless-ngx/issues/12092))
+- Fix: fix broken docker create_classifier command in 2.20.6 [@shamoon](https://github.com/shamoon) ([#11965](https://github.com/paperless-ngx/paperless-ngx/issues/11965))
+
+### All App Changes
+
+<details>
+<summary>3 changes</summary>
+
+- Performance fix: use subqueries to improve object retrieval in large installs [@shamoon](https://github.com/shamoon) ([#11950](https://github.com/paperless-ngx/paperless-ngx/pull/11950))
+- Fix: correct user dropdown button icon styling [@shamoon](https://github.com/shamoon) ([#12092](https://github.com/paperless-ngx/paperless-ngx/issues/12092))
+- Fix: fix broken docker create_classifier command in 2.20.6 [@shamoon](https://github.com/shamoon) ([#11965](https://github.com/paperless-ngx/paperless-ngx/issues/11965))
+</details>
+
+## paperless-ngx 2.20.6
+
+### Security
+
+- Resolve [GHSA-jqwv-hx7q-fxh3](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-jqwv-hx7q-fxh3) and [GHSA-w47q-3m69-84v8](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-w47q-3m69-84v8)
+
+### Bug Fixes
+
+- Fix: extract all ids for nested tags [@shamoon](https://github.com/shamoon) ([#11888](https://github.com/paperless-ngx/paperless-ngx/pull/11888))
+- Fixhancement: change date calculation for 'this year' to include future documents [@shamoon](https://github.com/shamoon) ([#11884](https://github.com/paperless-ngx/paperless-ngx/pull/11884))
+- Fix: Running management scripts under rootless could fail [@stumpylog](https://github.com/stumpylog) ([#11870](https://github.com/paperless-ngx/paperless-ngx/pull/11870))
+- Fix: use correct field id for overrides [@shamoon](https://github.com/shamoon) ([#11869](https://github.com/paperless-ngx/paperless-ngx/pull/11869))
+
+### All App Changes
+
+<details>
+<summary>3 changes</summary>
+
+- Fix: extract all ids for nested tags [@shamoon](https://github.com/shamoon) ([#11888](https://github.com/paperless-ngx/paperless-ngx/pull/11888))
+- Fixhancement: change date calculation for 'this year' to include future documents [@shamoon](https://github.com/shamoon) ([#11884](https://github.com/paperless-ngx/paperless-ngx/pull/11884))
+- Fix: use correct field id for overrides [@shamoon](https://github.com/shamoon) ([#11869](https://github.com/paperless-ngx/paperless-ngx/pull/11869))
+</details>
+
 ## paperless-ngx 2.20.5
 
 ### Bug Fixes
@@ -6171,7 +6370,6 @@ This release contains new database migrations.
 ### paperless-ng 1.1.0
 
 - Document processing status
-
   - Paperless now shows the status of processing documents on the
     dashboard in real time.
   - Status notifications when
@@ -6216,7 +6414,6 @@ This release contains new database migrations.
 - Official support for Python 3.9.
 
 - Other changes and fixes
-
   - Adjusted the default parallelization settings to run more than
     one task in parallel on systems with 4 or less cores. This
     addresses issues with paperless not consuming any new files when

docs/configuration.md

@@ -51,137 +51,190 @@ matcher.
 ### Database
 
 By default, Paperless uses **SQLite** with a database stored at `data/db.sqlite3`.
-To switch to **PostgreSQL** or **MariaDB**, set [`PAPERLESS_DBHOST`](#PAPERLESS_DBHOST) and optionally configure other
+For multi-user or higher-throughput deployments, **PostgreSQL** (recommended) or
-database-related environment variables.
+**MariaDB** can be used instead by setting [`PAPERLESS_DBENGINE`](#PAPERLESS_DBENGINE)
+and the relevant connection variables.
+
+#### [`PAPERLESS_DBENGINE=<engine>`](#PAPERLESS_DBENGINE) {#PAPERLESS_DBENGINE}
+
+: Specifies the database engine to use. Accepted values are `sqlite`, `postgresql`,
+and `mariadb`.
+
+    Defaults to `sqlite` if not set.
+
+    PostgreSQL and MariaDB both require [`PAPERLESS_DBHOST`](#PAPERLESS_DBHOST) to be
+    set. SQLite does not use any other connection variables; the database file is always
+    located at `<PAPERLESS_DATA_DIR>/db.sqlite3`.
+
+    !!! warning
+        Using MariaDB comes with some caveats.
+        See [MySQL Caveats](advanced_usage.md#mysql-caveats).
 
 #### [`PAPERLESS_DBHOST=<hostname>`](#PAPERLESS_DBHOST) {#PAPERLESS_DBHOST}
 
-: If unset, Paperless uses **SQLite** by default.
+: Hostname of the PostgreSQL or MariaDB database server. Required when
-
+`PAPERLESS_DBENGINE` is `postgresql` or `mariadb`.
-    Set `PAPERLESS_DBHOST` to switch to PostgreSQL or MariaDB instead.
-
-#### [`PAPERLESS_DBENGINE=<engine_name>`](#PAPERLESS_DBENGINE) {#PAPERLESS_DBENGINE}
-
-: Optional. Specifies the database engine to use when connecting to a remote database.
-Available options are `postgresql` and `mariadb`.
-
-    Defaults to `postgresql` if `PAPERLESS_DBHOST` is set.
-
-    !!! warning
-
-        Using MariaDB comes with some caveats. See [MySQL Caveats](advanced_usage.md#mysql-caveats).
 
 #### [`PAPERLESS_DBPORT=<port>`](#PAPERLESS_DBPORT) {#PAPERLESS_DBPORT}
 
 : Port to use when connecting to PostgreSQL or MariaDB.
 
-    Default is `5432` for PostgreSQL and `3306` for MariaDB.
+    Defaults to `5432` for PostgreSQL and `3306` for MariaDB.
 
 #### [`PAPERLESS_DBNAME=<name>`](#PAPERLESS_DBNAME) {#PAPERLESS_DBNAME}
 
-: Name of the database to connect to when using PostgreSQL or MariaDB.
+: Name of the PostgreSQL or MariaDB database to connect to.
 
-    Defaults to "paperless".
+    Defaults to `paperless`.
 
-#### [`PAPERLESS_DBUSER=<name>`](#PAPERLESS_DBUSER) {#PAPERLESS_DBUSER}
+#### [`PAPERLESS_DBUSER=<user>`](#PAPERLESS_DBUSER) {#PAPERLESS_DBUSER}
 
 : Username for authenticating with the PostgreSQL or MariaDB database.
 
-    Defaults to "paperless".
+    Defaults to `paperless`.
 
 #### [`PAPERLESS_DBPASS=<password>`](#PAPERLESS_DBPASS) {#PAPERLESS_DBPASS}
 
 : Password for the PostgreSQL or MariaDB database user.
 
-    Defaults to "paperless".
+    Defaults to `paperless`.
 
-#### [`PAPERLESS_DBSSLMODE=<mode>`](#PAPERLESS_DBSSLMODE) {#PAPERLESS_DBSSLMODE}
+#### [`PAPERLESS_DB_OPTIONS=<options>`](#PAPERLESS_DB_OPTIONS) {#PAPERLESS_DB_OPTIONS}
 
-: SSL mode to use when connecting to PostgreSQL or MariaDB.
+: Advanced database connection options as a comma-delimited key-value string.
+Keys and values are separated by `=`. Dot-notation produces nested option
+dictionaries; for example, `pool.max_size=20` sets
+`OPTIONS["pool"]["max_size"] = 20`.
 
-    See [the official documentation about
+    Options specified here are merged over the engine defaults. Unrecognised keys
-    sslmode for PostgreSQL](https://www.postgresql.org/docs/current/libpq-ssl.html).
+    are passed through to the underlying database driver without validation, so a
+    typo will be silently ignored rather than producing an error.
 
-    See [the official documentation about
+    Refer to your database driver's documentation for the full set of accepted keys:
-    sslmode for MySQL and MariaDB](https://dev.mysql.com/doc/refman/8.0/en/connection-options.html#option_general_ssl-mode).
 
-    *Note*: SSL mode values differ between PostgreSQL and MariaDB.
+    - PostgreSQL: [libpq connection parameters](https://www.postgresql.org/docs/current/libpq-connect.html#LIBPQ-PARAMKEYWORDS)
+    - MariaDB: [MariaDB Connector/Python](https://mariadb.com/kb/en/mariadb-connector-python/)
+    - SQLite: [SQLite PRAGMA statements](https://www.sqlite.org/pragma.html)
 
-    Default is `prefer` for PostgreSQL and `PREFERRED` for MariaDB.
+    !!! note "PostgreSQL connection pooling"
 
-#### [`PAPERLESS_DBSSLROOTCERT=<ca-path>`](#PAPERLESS_DBSSLROOTCERT) {#PAPERLESS_DBSSLROOTCERT}
+        Pool size is controlled via `pool.min_size` and `pool.max_size`. When
+        configuring pooling, ensure your PostgreSQL `max_connections` is large enough
+        to handle all pool connections across all workers:
+        `(web_workers + celery_workers) * pool.max_size + safety_margin`.
 
-: Path to the SSL root certificate used to verify the database server.
+    !!! note "SQLite defaults"
 
-    See [the official documentation about
+        SQLite connections are pre-configured with WAL journal mode, optimised
-    sslmode for PostgreSQL](https://www.postgresql.org/docs/current/libpq-ssl.html).
+        synchronous and cache settings, and a 5-second busy timeout. These defaults
-    Changes the location of `root.crt`.
+        suit most deployments. To override `init_command`, use `;` between PRAGMAs
+        within the value and `,` between options:
 
-    See [the official documentation about
+        ```bash
-    sslmode for MySQL and MariaDB](https://dev.mysql.com/doc/refman/8.0/en/connection-options.html#option_general_ssl-ca).
+        PAPERLESS_DB_OPTIONS="init_command=PRAGMA journal_mode=DELETE;PRAGMA synchronous=FULL,transaction_mode=DEFERRED"
+        ```
 
-    Defaults to unset, using the standard location in the home directory.
+    !!! note "MariaDB: READ COMMITTED isolation level"
 
-#### [`PAPERLESS_DBSSLCERT=<client-cert-path>`](#PAPERLESS_DBSSLCERT) {#PAPERLESS_DBSSLCERT}
+        MariaDB connections default to `READ COMMITTED` isolation level, which
+        eliminates gap locking and reduces deadlock frequency. If binary logging is
+        enabled on your MariaDB server, this requires `binlog_format=ROW` (the
+        default for most managed MariaDB instances). Statement-based replication is
+        not compatible with `READ COMMITTED`.
 
-: Path to the client SSL certificate used when connecting securely.
+    **Examples:**
 
-    See [the official documentation about
+    ```bash title="PostgreSQL: require SSL, set a custom CA certificate, and limit the pool size"
-    sslmode for PostgreSQL](https://www.postgresql.org/docs/current/libpq-ssl.html).
+    PAPERLESS_DB_OPTIONS="sslmode=require,sslrootcert=/certs/ca.pem,pool.max_size=5"
+    ```
 
-    See [the official documentation about
+    ```bash title="MariaDB: require SSL with a custom CA certificate"
-    sslmode for MySQL and MariaDB](https://dev.mysql.com/doc/refman/8.0/en/connection-options.html#option_general_ssl-cert).
+    PAPERLESS_DB_OPTIONS="ssl_mode=REQUIRED,ssl.ca=/certs/ca.pem"
+    ```
 
-    Changes the location of `postgresql.crt`.
+    ```bash title="PostgreSQL or MariaDB: set a connection timeout"
+    PAPERLESS_DB_OPTIONS="connect_timeout=10"
+    ```
 
-    Defaults to unset, using the standard location in the home directory.
+#### ~~[`PAPERLESS_DBSSLMODE`](#PAPERLESS_DBSSLMODE)~~ {#PAPERLESS_DBSSLMODE}
 
-#### [`PAPERLESS_DBSSLKEY=<client-cert-key>`](#PAPERLESS_DBSSLKEY) {#PAPERLESS_DBSSLKEY}
+!!! failure "Removed in v3"
 
-: Path to the client SSL private key used when connecting securely.
+    Use [`PAPERLESS_DB_OPTIONS`](#PAPERLESS_DB_OPTIONS) instead.
 
-    See [the official documentation about
+    ```bash title="PostgreSQL"
-    sslmode for PostgreSQL](https://www.postgresql.org/docs/current/libpq-ssl.html).
+    PAPERLESS_DB_OPTIONS="sslmode=require"
+    ```
 
-    See [the official documentation about
+    ```bash title="MariaDB"
-    sslmode for MySQL and MariaDB](https://dev.mysql.com/doc/refman/8.0/en/connection-options.html#option_general_ssl-key).
+    PAPERLESS_DB_OPTIONS="ssl_mode=REQUIRED"
+    ```
 
-    Changes the location of `postgresql.key`.
+#### ~~[`PAPERLESS_DBSSLROOTCERT`](#PAPERLESS_DBSSLROOTCERT)~~ {#PAPERLESS_DBSSLROOTCERT}
 
-    Defaults to unset, using the standard location in the home directory.
+!!! failure "Removed in v3"
 
-#### [`PAPERLESS_DB_TIMEOUT=<int>`](#PAPERLESS_DB_TIMEOUT) {#PAPERLESS_DB_TIMEOUT}
+    Use [`PAPERLESS_DB_OPTIONS`](#PAPERLESS_DB_OPTIONS) instead.
 
-: Sets how long a database connection should wait before timing out.
+    ```bash title="PostgreSQL"
+    PAPERLESS_DB_OPTIONS="sslrootcert=/path/to/ca.pem"
+    ```
 
-    For SQLite, this sets how long to wait if the database is locked.
+    ```bash title="MariaDB"
-    For PostgreSQL or MariaDB, this sets the connection timeout.
+    PAPERLESS_DB_OPTIONS="ssl.ca=/path/to/ca.pem"
+    ```
 
-    Defaults to unset, which uses Django’s built-in defaults.
+#### ~~[`PAPERLESS_DBSSLCERT`](#PAPERLESS_DBSSLCERT)~~ {#PAPERLESS_DBSSLCERT}
 
-#### [`PAPERLESS_DB_POOLSIZE=<int>`](#PAPERLESS_DB_POOLSIZE) {#PAPERLESS_DB_POOLSIZE}
+!!! failure "Removed in v3"
 
-: Defines the maximum number of database connections to keep in the pool.
+    Use [`PAPERLESS_DB_OPTIONS`](#PAPERLESS_DB_OPTIONS) instead.
 
-    Only applies to PostgreSQL. This setting is ignored for other database engines.
+    ```bash title="PostgreSQL"
+    PAPERLESS_DB_OPTIONS="sslcert=/path/to/client.crt"
+    ```
 
-    The value must be greater than or equal to 1 to be used.
+    ```bash title="MariaDB"
-    Defaults to unset, which disables connection pooling.
+    PAPERLESS_DB_OPTIONS="ssl.cert=/path/to/client.crt"
+    ```
 
-    !!! note
+#### ~~[`PAPERLESS_DBSSLKEY`](#PAPERLESS_DBSSLKEY)~~ {#PAPERLESS_DBSSLKEY}
 
-        A pool of 8-10 connections per worker is typically sufficient.
+!!! failure "Removed in v3"
-        If you encounter error messages such as `couldn't get a connection`
-        or database connection timeouts, you probably need to increase the pool size.
 
-    !!! warning
+    Use [`PAPERLESS_DB_OPTIONS`](#PAPERLESS_DB_OPTIONS) instead.
-        Make sure your PostgreSQL `max_connections` setting is large enough to handle the connection pools:
-        `(NB_PAPERLESS_WORKERS + NB_CELERY_WORKERS) × POOL_SIZE + SAFETY_MARGIN`. For example, with
-        4 Paperless workers and 2 Celery workers, and a pool size of 8:``(4 + 2) × 8 + 10 = 58`,
-        so `max_connections = 60` (or even more) is appropriate.
 
-        This assumes only Paperless-ngx connects to your PostgreSQL instance. If you have other applications,
+    ```bash title="PostgreSQL"
-        you should increase `max_connections` accordingly.
+    PAPERLESS_DB_OPTIONS="sslkey=/path/to/client.key"
+    ```
+
+    ```bash title="MariaDB"
+    PAPERLESS_DB_OPTIONS="ssl.key=/path/to/client.key"
+    ```
+
+#### ~~[`PAPERLESS_DB_TIMEOUT`](#PAPERLESS_DB_TIMEOUT)~~ {#PAPERLESS_DB_TIMEOUT}
+
+!!! failure "Removed in v3"
+
+    Use [`PAPERLESS_DB_OPTIONS`](#PAPERLESS_DB_OPTIONS) instead.
+
+    ```bash title="SQLite"
+    PAPERLESS_DB_OPTIONS="timeout=30"
+    ```
+
+    ```bash title="PostgreSQL or MariaDB"
+    PAPERLESS_DB_OPTIONS="connect_timeout=30"
+    ```
+
+#### ~~[`PAPERLESS_DB_POOLSIZE`](#PAPERLESS_DB_POOLSIZE)~~ {#PAPERLESS_DB_POOLSIZE}
+
+!!! failure "Removed in v3"
+
+    Use [`PAPERLESS_DB_OPTIONS`](#PAPERLESS_DB_OPTIONS) instead.
+
+    ```bash
+    PAPERLESS_DB_OPTIONS="pool.max_size=10"
+    ```
 
 #### [`PAPERLESS_DB_READ_CACHE_ENABLED=<bool>`](#PAPERLESS_DB_READ_CACHE_ENABLED) {#PAPERLESS_DB_READ_CACHE_ENABLED}
 
@@ -367,6 +420,12 @@ Defaults to `/usr/share/nltk_data`
 
 : This is where paperless will store the classification model.
 
+    !!! warning
+
+        The classification model uses Python's pickle serialization format.
+        Ensure this file is only writable by the paperless user, as a
+        maliciously crafted model file could execute arbitrary code when loaded.
+
     Defaults to `PAPERLESS_DATA_DIR/classification_model.pickle`.
 
 ## Logging
@@ -387,14 +446,20 @@ Defaults to `/usr/share/nltk_data`
 
 #### [`PAPERLESS_SECRET_KEY=<key>`](#PAPERLESS_SECRET_KEY) {#PAPERLESS_SECRET_KEY}
 
-: Paperless uses this to make session tokens. If you expose paperless
+: **Required.** Paperless uses this to make session tokens and sign
-on the internet, you need to change this, since the default secret
+sensitive data. Paperless will refuse to start if this is not set.
-is well known.
 
     Use any sequence of characters. The more, the better. You don't
-    need to remember this. Just face-roll your keyboard.
+    need to remember this. You can generate a suitable key with:
 
-    Default is listed in the file `src/paperless/settings.py`.
+        python3 -c "import secrets; print(secrets.token_urlsafe(64))"
+
+    !!! warning
+
+        This setting has no default value. You **must** set it before
+        starting Paperless. Existing installations that relied on the
+        previous default value should set `PAPERLESS_SECRET_KEY` to
+        that value to avoid invalidating existing sessions and tokens.
 
 #### [`PAPERLESS_URL=<url>`](#PAPERLESS_URL) {#PAPERLESS_URL}
 
@@ -453,8 +518,25 @@ do CORS calls. Set this to your public domain name.
 fail2ban with log entries for failed authorization attempts. Value should be
 IP address(es).
 
+    This setting also controls allauth's
+    [`ALLAUTH_TRUSTED_PROXY_COUNT`](https://docs.allauth.org/en/latest/account/configuration.html),
+    which is set to the number of proxies listed here. Without this,
+    allauth cannot determine the client IP address for rate limiting when
+    running behind a reverse proxy, resulting in a `403 Forbidden` on login.
+
     Defaults to empty string.
 
+#### [`PAPERLESS_ALLAUTH_TRUSTED_CLIENT_IP_HEADER=<header-name>`](#PAPERLESS_ALLAUTH_TRUSTED_CLIENT_IP_HEADER) {#PAPERLESS_ALLAUTH_TRUSTED_CLIENT_IP_HEADER}
+
+: Sets allauth's
+[`ALLAUTH_TRUSTED_CLIENT_IP_HEADER`](https://docs.allauth.org/en/latest/account/configuration.html).
+Use this when your reverse proxy sets a dedicated header for the real
+client IP instead of `X-Forwarded-For`, for example `X-Real-IP` (nginx)
+or `CF-Connecting-IP` (Cloudflare). When set, this takes precedence over
+[`PAPERLESS_TRUSTED_PROXIES`](#PAPERLESS_TRUSTED_PROXIES).
+
+    Defaults to none.
+
 #### [`PAPERLESS_FORCE_SCRIPT_NAME=<path>`](#PAPERLESS_FORCE_SCRIPT_NAME) {#PAPERLESS_FORCE_SCRIPT_NAME}
 
 : To host paperless under a subpath url like example.com/paperless you
@@ -639,6 +721,9 @@ See the corresponding [django-allauth documentation](https://docs.allauth.org/en
 for a list of provider configurations. You will also need to include the relevant Django 'application' inside the
 [PAPERLESS_APPS](#PAPERLESS_APPS) setting to activate that specific authentication provider (e.g. `allauth.socialaccount.providers.openid_connect` for the [OIDC Connect provider](https://docs.allauth.org/en/latest/socialaccount/providers/openid_connect.html)).
 
+: For OpenID Connect providers, set `settings.token_auth_method` if your identity provider
+requires a specific token endpoint authentication method.
+
     Defaults to None, which does not enable any third party authentication systems.
 
 #### [`PAPERLESS_SOCIAL_AUTO_SIGNUP=<bool>`](#PAPERLESS_SOCIAL_AUTO_SIGNUP) {#PAPERLESS_SOCIAL_AUTO_SIGNUP}
@@ -659,7 +744,7 @@ system. See the corresponding
 
 : Sync groups from the third party authentication system (e.g. OIDC) to Paperless-ngx. When enabled, users will be added or removed from groups based on their group membership in the third party authentication system. Groups must already exist in Paperless-ngx and have the same name as in the third party authentication system. Groups are updated upon logging in via the third party authentication system, see the corresponding [django-allauth documentation](https://docs.allauth.org/en/dev/socialaccount/signals.html).
 
-: In order to pass groups from the authentication system you will need to update your [PAPERLESS_SOCIALACCOUNT_PROVIDERS](#PAPERLESS_SOCIALACCOUNT_PROVIDERS) setting by adding a top-level "SCOPES" setting which includes "groups", e.g.:
+: In order to pass groups from the authentication system you will need to update your [PAPERLESS_SOCIALACCOUNT_PROVIDERS](#PAPERLESS_SOCIALACCOUNT_PROVIDERS) setting by adding a top-level "SCOPES" setting which includes "groups", or the custom groups claim configured in [`PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM`](#PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM) e.g.:
 
     ```json
     {"openid_connect":{"SCOPE": ["openid","profile","email","groups"]...
@@ -667,6 +752,12 @@ system. See the corresponding
 
     Defaults to False
 
+#### [`PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM=<str>`](#PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM) {#PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM}
+
+: Allows you to define a custom groups claim. See [PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS](#PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS) which is required for this setting to take effect.
+
+    Defaults to "groups"
+
 #### [`PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS=<comma-separated-list>`](#PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS) {#PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS}
 
 : A list of group names that users who signup via social accounts will be added to upon signup. Groups listed here must already exist.
@@ -726,6 +817,14 @@ If both the [PAPERLESS_ACCOUNT_DEFAULT_GROUPS](#PAPERLESS_ACCOUNT_DEFAULT_GROUPS
 
     Defaults to 1209600 (2 weeks)
 
+#### [`PAPERLESS_TOKEN_THROTTLE_RATE=<rate>`](#PAPERLESS_TOKEN_THROTTLE_RATE) {#PAPERLESS_TOKEN_THROTTLE_RATE}
+
+: Rate limit for the API token authentication endpoint (`/api/token/`), used to mitigate brute-force login attempts.
+Uses Django REST Framework's [throttle rate format](https://www.django-rest-framework.org/api-guide/throttling/#setting-the-throttling-policy),
+e.g. `5/min`, `100/hour`, `1000/day`.
+
+    Defaults to `5/min`
+
 ## OCR settings {#ocr}
 
 Paperless uses [OCRmyPDF](https://ocrmypdf.readthedocs.io/en/latest/)
@@ -757,11 +856,14 @@ parsing documents.
 
 #### [`PAPERLESS_OCR_MODE=<mode>`](#PAPERLESS_OCR_MODE) {#PAPERLESS_OCR_MODE}
 
-: Tell paperless when and how to perform ocr on your documents. Three
+: Tell paperless when and how to perform ocr on your documents. Four
 modes are available:
 
-    -   `skip`: Paperless skips all pages and will perform ocr only on
+    -   `auto` (default): Paperless detects whether a document already
-        pages where no text is present. This is the safest option.
+        has embedded text via pdftotext. If sufficient text is found,
+        OCR is skipped for that document (`--skip-text`). If no text is
+        present, OCR runs normally. This is the safest option for mixed
+        document collections.
 
     -   `redo`: Paperless will OCR all pages of your documents and
         attempt to replace any existing text layers with new text. This
@@ -779,24 +881,59 @@ modes are available:
         significantly larger and text won't appear as sharp when zoomed
         in.
 
-    The default is `skip`, which only performs OCR when necessary and
+    -   `off`: Paperless never invokes the OCR engine. For PDFs, text
-    always creates archived documents.
+        is extracted via pdftotext only. For image documents, text will
+        be empty. Archive file generation still works via format
+        conversion (no Tesseract or Ghostscript required).
 
-    Read more about this in the [OCRmyPDF
+    The default is `auto`.
+
+    For the `skip`, `redo`, and `force` modes, read more about OCR
+    behaviour in the [OCRmyPDF
     documentation](https://ocrmypdf.readthedocs.io/en/latest/advanced.html#when-ocr-is-skipped).
 
-#### [`PAPERLESS_OCR_SKIP_ARCHIVE_FILE=<mode>`](#PAPERLESS_OCR_SKIP_ARCHIVE_FILE) {#PAPERLESS_OCR_SKIP_ARCHIVE_FILE}
+#### [`PAPERLESS_ARCHIVE_FILE_GENERATION=<mode>`](#PAPERLESS_ARCHIVE_FILE_GENERATION) {#PAPERLESS_ARCHIVE_FILE_GENERATION}
 
-: Specify when you would like paperless to skip creating an archived
+: Controls when paperless creates a PDF/A archive version of your
-version of your documents. This is useful if you don't want to have two
+documents. Archive files are stored alongside the original and are used
-almost-identical versions of your documents in the media folder.
+for display in the web interface.
 
-    -   `never`: Never skip creating an archived version.
+    -   `auto` (default): Produce archives for scanned or image-based
-    -   `with_text`: Skip creating an archived version for documents
+        documents. Skip archive generation for born-digital PDFs that
-    that already have embedded text.
+        already contain embedded text. This is the recommended setting
-    -   `always`: Always skip creating an archived version.
+        for mixed document collections.
+    -   `always`: Always produce a PDF/A archive when the parser
+        supports it, regardless of whether the document already has
+        text.
+    -   `never`: Never produce an archive. Only the original file is
+        stored. Saves disk space but the web viewer will display the
+        original file directly.
 
-    The default is `never`.
+    **Behaviour by file type and mode** (`auto` column shows the default):
+
+    | Document type              | `never` | `auto` (default)           | `always` |
+    | -------------------------- | ------- | -------------------------- | -------- |
+    | Scanned image (TIFF, JPEG) | No      | **Yes**                    | Yes      |
+    | Image-based PDF            | No      | **Yes** (short/no text, untagged) | Yes |
+    | Born-digital PDF           | No      | No (tagged or has embedded text)  | Yes |
+    | Plain text, email, HTML    | No      | No                         | No       |
+    | DOCX / ODT (via Tika)      | Yes\*   | Yes\*                      | Yes\*    |
+
+    \* Tika always produces a PDF rendition for display; this counts as
+    the archive regardless of the setting.
+
+    !!! note
+
+        This setting applies to the built-in Tesseract parser. Parsers
+        that must always convert documents to PDF for display (e.g. DOCX,
+        ODT via Tika) will produce a PDF regardless of this setting.
+
+    !!! note
+
+        The **remote OCR parser** (Azure AI) always produces a searchable
+        PDF and stores it as the archive copy, regardless of this setting.
+        `ARCHIVE_FILE_GENERATION=never` has no effect when the remote
+        parser handles a document.
 
 #### [`PAPERLESS_OCR_CLEAN=<mode>`](#PAPERLESS_OCR_CLEAN) {#PAPERLESS_OCR_CLEAN}
 
@@ -1059,6 +1196,32 @@ should be a valid crontab(5) expression describing when to run.
 
     Defaults to `0 0 * * *` or daily at midnight.
 
+#### [`PAPERLESS_SEARCH_LANGUAGE=<language>`](#PAPERLESS_SEARCH_LANGUAGE) {#PAPERLESS_SEARCH_LANGUAGE}
+
+: Sets the stemmer language for the full-text search index.
+Stemming improves recall by matching word variants (e.g. "running" matches "run").
+Changing this setting causes the index to be rebuilt automatically on next startup.
+An invalid value raises an error at startup.
+
+: Use the ISO 639-1 two-letter code (e.g. `en`, `de`, `fr`). Lowercase full names
+(e.g. `english`, `german`, `french`) are also accepted. The capitalized names shown
+in the [Tantivy Language enum](https://docs.rs/tantivy/latest/tantivy/tokenizer/enum.Language.html)
+documentation are **not** valid — use the lowercase equivalent.
+
+: If not set, paperless infers the language from
+[`PAPERLESS_OCR_LANGUAGE`](#PAPERLESS_OCR_LANGUAGE). If the OCR language has no
+Tantivy stemmer equivalent, stemming is disabled.
+
+    Defaults to unset (inferred from `PAPERLESS_OCR_LANGUAGE`).
+
+#### [`PAPERLESS_ADVANCED_FUZZY_SEARCH_THRESHOLD=<float>`](#PAPERLESS_ADVANCED_FUZZY_SEARCH_THRESHOLD) {#PAPERLESS_ADVANCED_FUZZY_SEARCH_THRESHOLD}
+
+: When set to a float value, approximate/fuzzy matching is applied alongside exact
+matching. Fuzzy results rank below exact matches. A value of `0.5` is a reasonable
+starting point. Leave unset to disable fuzzy matching entirely.
+
+    Defaults to unset (disabled).
+
 #### [`PAPERLESS_SANITY_TASK_CRON=<cron expression>`](#PAPERLESS_SANITY_TASK_CRON) {#PAPERLESS_SANITY_TASK_CRON}
 
 : Configures the scheduled sanity checker frequency. The value should be a
@@ -1146,8 +1309,9 @@ via the consumption directory, you can disable the consumer to save resources.
 
 #### [`PAPERLESS_CONSUMER_DELETE_DUPLICATES=<bool>`](#PAPERLESS_CONSUMER_DELETE_DUPLICATES) {#PAPERLESS_CONSUMER_DELETE_DUPLICATES}
 
-: When the consumer detects a duplicate document, it will not touch
+: As of version 3.0 Paperless-ngx allows duplicate documents to be consumed by default, _except_ when
-the original document. This default behavior can be changed here.
+this setting is enabled. When enabled, Paperless will check if a document with the same hash already
+exists in the system and delete the duplicate file from the consumption directory without consuming it.
 
     Defaults to false.
 
@@ -1215,14 +1379,6 @@ using Python's `re.match()`, which anchors at the start of the filename.
 
     The default ignores are `[.stfolder, .stversions, .localized, @eaDir, .Spotlight-V100, .Trashes, __MACOSX]` and cannot be overridden.
 
-#### [`PAPERLESS_CONSUMER_BARCODE_SCANNER=<string>`](#PAPERLESS_CONSUMER_BARCODE_SCANNER) {#PAPERLESS_CONSUMER_BARCODE_SCANNER}
-
-: Sets the barcode scanner used for barcode functionality.
-
-    Currently, "PYZBAR" (the default) or "ZXING" might be selected.
-    If you have problems that your Barcodes/QR-Codes are not detected
-    (especially with bad scan quality and/or small codes), try the other one.
-
 #### [`PAPERLESS_PRE_CONSUME_SCRIPT=<filename>`](#PAPERLESS_PRE_CONSUME_SCRIPT) {#PAPERLESS_PRE_CONSUME_SCRIPT}
 
 : After some initial validation, Paperless can trigger an arbitrary
@@ -1357,6 +1513,14 @@ ports.
 
 ## Incoming Mail {#incoming_mail}
 
+#### [`PAPERLESS_EMAIL_ALLOW_INTERNAL_HOSTS=<bool>`](#PAPERLESS_EMAIL_ALLOW_INTERNAL_HOSTS) {#PAPERLESS_EMAIL_ALLOW_INTERNAL_HOSTS}
+
+: If set to false, incoming mail account connections are blocked when the
+configured IMAP hostname resolves to a non-public address (for example,
+localhost, link-local, or RFC1918 private ranges).
+
+    Defaults to true, which allows internal hosts.
+
 ### Email OAuth {#email_oauth}
 
 #### [`PAPERLESS_OAUTH_CALLBACK_BASE_URL=<str>`](#PAPERLESS_OAUTH_CALLBACK_BASE_URL) {#PAPERLESS_OAUTH_CALLBACK_BASE_URL}
@@ -1550,6 +1714,20 @@ assigns or creates tags if a properly formatted barcode is detected.
 
     Please refer to the Python regex documentation for more information.
 
+#### [`PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT=<bool>`](#PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT) {#PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT}
+
+: Enables splitting of documents on tag barcodes, similar to how ASN barcodes work.
+
+    When enabled, documents will be split into separate PDFs at pages containing
+    tag barcodes that match the configured `PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING`
+    patterns. The page with the tag barcode will be retained in the new document.
+
+    Each split document will have the detected tags assigned to it.
+
+    This only has an effect if `PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE` is also enabled.
+
+    Defaults to false.
+
 ## Audit Trail
 
 #### [`PAPERLESS_AUDIT_LOG_ENABLED=<bool>`](#PAPERLESS_AUDIT_LOG_ENABLED) {#PAPERLESS_AUDIT_LOG_ENABLED}
@@ -1610,6 +1788,16 @@ processing. This only has an effect if
 
     Defaults to `0 1 * * *`, once per day.
 
+## Share links
+
+#### [`PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON=<cron expression>`](#PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON) {#PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON}
+
+: Controls how often Paperless-ngx removes expired share link bundles (and their generated ZIP archives).
+
+: If set to the string "disable", expired bundles are not cleaned up automatically.
+
+    Defaults to `0 2 * * *`, once per day at 02:00.
+
 ## Binaries
 
 There are a few external software packages that Paperless expects to
@@ -1843,52 +2031,73 @@ suggestions. This setting is required to be set to true in order to use the AI f
 
 #### [`PAPERLESS_AI_LLM_EMBEDDING_BACKEND=<str>`](#PAPERLESS_AI_LLM_EMBEDDING_BACKEND) {#PAPERLESS_AI_LLM_EMBEDDING_BACKEND}
 
-: The embedding backend to use for RAG. This can be either "openai" or "huggingface".
+: The embedding backend to use for RAG. This can be "openai-like", "huggingface", or
+"ollama". The "openai-like" backend uses an OpenAI-compatible embeddings API.
 
     Defaults to None.
 
 #### [`PAPERLESS_AI_LLM_EMBEDDING_MODEL=<str>`](#PAPERLESS_AI_LLM_EMBEDDING_MODEL) {#PAPERLESS_AI_LLM_EMBEDDING_MODEL}
 
-: The model to use for the embedding backend for RAG. This can be set to any of the embedding models supported by the current embedding backend. If not supplied, defaults to "text-embedding-3-small" for OpenAI and "sentence-transformers/all-MiniLM-L6-v2" for Huggingface.
+: The model to use for the embedding backend for RAG. This can be set to any of the embedding
+models supported by the current embedding backend. If not supplied, defaults to
+"text-embedding-3-small" for the OpenAI-compatible backend,
+"sentence-transformers/all-MiniLM-L6-v2" for Huggingface, and "embeddinggemma" for Ollama.
+
+    Defaults to None.
+
+#### [`PAPERLESS_AI_LLM_EMBEDDING_ENDPOINT=<str>`](#PAPERLESS_AI_LLM_EMBEDDING_ENDPOINT) {#PAPERLESS_AI_LLM_EMBEDDING_ENDPOINT}
+
+: The endpoint / url to use for the embedding backend. If not supplied, embeddings use
+`PAPERLESS_AI_LLM_ENDPOINT`.
 
     Defaults to None.
 
 #### [`PAPERLESS_AI_LLM_BACKEND=<str>`](#PAPERLESS_AI_LLM_BACKEND) {#PAPERLESS_AI_LLM_BACKEND}
 
-: The AI backend to use. This can be either "openai" or "ollama". If set to "ollama", the AI
+: The AI backend to use. This can be either "openai-like" or "ollama". If set to "ollama", the AI
-features will be run locally on your machine. If set to "openai", the AI features will be run
+features will be run locally on your machine. If set to "openai-like", the AI features will use
-using the OpenAI API. This setting is required to be set to use the AI features.
+an OpenAI-compatible API endpoint, including OpenAI itself and compatible providers. This
+setting is required to be set to use the AI features.
 
     Defaults to None.
 
     !!! note
 
-        The OpenAI API is a paid service. You will need to set up an OpenAI account and
+        Remote AI providers may be paid services. If you use a hosted OpenAI-compatible API, you
-        will be charged for usage incurred by Paperless-ngx features and your document data
+        are responsible for any usage charges incurred by Paperless-ngx features, and your
-        will (of course) be sent to the OpenAI API. Paperless-ngx does not endorse the use of the
+        document data will be sent to the provider you configure.
-        OpenAI API in any way.
 
-        Refer to the OpenAI terms of service, and use at your own risk.
+        Paperless-ngx does not endorse any specific provider. Refer to your provider's terms of
+        service and privacy policy, and use at your own risk.
 
 #### [`PAPERLESS_AI_LLM_MODEL=<str>`](#PAPERLESS_AI_LLM_MODEL) {#PAPERLESS_AI_LLM_MODEL}
 
-: The model to use for the AI backend, i.e. "gpt-3.5-turbo", "gpt-4" or any of the models supported by the
+: The model to use for the AI backend, i.e. "gpt-3.5-turbo", "gpt-4" or any of the models supported
-current backend. If not supplied, defaults to "gpt-3.5-turbo" for OpenAI and "llama3.1" for Ollama.
+by the current backend. If not supplied, defaults to "gpt-3.5-turbo" for the OpenAI-compatible
+backend and "llama3.1" for Ollama.
 
     Defaults to None.
 
 #### [`PAPERLESS_AI_LLM_API_KEY=<str>`](#PAPERLESS_AI_LLM_API_KEY) {#PAPERLESS_AI_LLM_API_KEY}
 
-: The API key to use for the AI backend. This is required for the OpenAI backend (optional for others).
+: The API key to use for the AI backend. This is typically required for the OpenAI-compatible
+backend (optional for others).
 
     Defaults to None.
 
 #### [`PAPERLESS_AI_LLM_ENDPOINT=<str>`](#PAPERLESS_AI_LLM_ENDPOINT) {#PAPERLESS_AI_LLM_ENDPOINT}
 
-: The endpoint / url to use for the AI backend. This is required for the Ollama backend (optional for others).
+: The endpoint / url to use for the AI backend. This is required for the Ollama backend and may be
+used with the OpenAI-compatible backend to target a custom provider or local gateway.
 
     Defaults to None.
 
+#### [`PAPERLESS_AI_LLM_ALLOW_INTERNAL_ENDPOINTS=<bool>`](#PAPERLESS_AI_LLM_ALLOW_INTERNAL_ENDPOINTS) {#PAPERLESS_AI_LLM_ALLOW_INTERNAL_ENDPOINTS}
+
+: If set to false, Paperless blocks AI endpoint URLs that resolve to non-public addresses (e.g., localhost, etc).
+
+    Defaults to true, which allows internal endpoints.
+
 #### [`PAPERLESS_AI_LLM_INDEX_TASK_CRON=<cron expression>`](#PAPERLESS_AI_LLM_INDEX_TASK_CRON) {#PAPERLESS_AI_LLM_INDEX_TASK_CRON}
 
 : Configures the schedule to update the AI embeddings of text content and metadata for all documents. Only performed if

docs/development.md

@@ -75,13 +75,13 @@ first-time setup.
 4.  Install the Python dependencies:
 
     ```bash
-    $ uv sync --group dev
+    uv sync --group dev
     ```
 
 5.  Install pre-commit hooks:
 
     ```bash
-    $ uv run pre-commit install
+    uv run prek install
     ```
 
 6.  Apply migrations and create a superuser (also can be done via the web UI) for your development instance:
@@ -89,12 +89,11 @@ first-time setup.
     ```bash
     # src/
 
-    $ uv run manage.py migrate
+    uv run manage.py migrate
-    $ uv run manage.py createsuperuser
+    uv run manage.py createsuperuser
     ```
 
 7.  You can now either ...
-
     - install Redis or
 
     - use the included `scripts/start_services.sh` to use Docker to fire
@@ -103,7 +102,7 @@ first-time setup.
 
     - spin up a bare Redis container
 
-        ```
+      ```bash
       docker run -d -p 6379:6379 --restart unless-stopped redis:latest
       ```
 
@@ -118,18 +117,18 @@ work well for development, but you can use whatever you want.
 Configure the IDE to use the `src/`-folder as the base source folder.
 Configure the following launch configurations in your IDE:
 
--   `python3 manage.py runserver`
+- `uv run manage.py runserver`
--   `python3 manage.py document_consumer`
+- `uv run manage.py document_consumer`
--   `celery --app paperless worker -l DEBUG` (or any other log level)
+- `uv run celery --app paperless worker -l DEBUG` (or any other log level)
 
 To start them all:
 
 ```bash
 # src/
 
-$ python3 manage.py runserver & \
+uv run manage.py runserver & \
-  python3 manage.py document_consumer & \
+  uv run manage.py document_consumer & \
-  celery --app paperless worker -l DEBUG
+  uv run celery --app paperless worker -l DEBUG
 ```
 
 You might need the front end to test your back end code.
@@ -140,8 +139,8 @@ To build the front end once use this command:
 ```bash
 # src-ui/
 
-$ pnpm install
+pnpm install
-$ ng build --configuration production
+pnpm ng build --configuration production
 ```
 
 ### Testing
@@ -199,7 +198,7 @@ The front end is built using AngularJS. In order to get started, you need Node.j
 4.  You can launch a development server by running:
 
     ```bash
-    ng serve
+    pnpm ng serve
     ```
 
     This will automatically update whenever you save. However, in-place
@@ -217,21 +216,21 @@ commit. See [above](#code-formatting-with-pre-commit-hooks) for installation ins
 command such as
 
 ```bash
-$ git ls-files -- '*.ts' | xargs pre-commit run prettier --files
+git ls-files -- '*.ts' | xargs uv run prek run prettier --files
 ```
 
 Front end testing uses Jest and Playwright. Unit tests and e2e tests,
 respectively, can be run non-interactively with:
 
 ```bash
-$ ng test
+pnpm ng test
-$ npx playwright test
+pnpm playwright test
 ```
 
 Playwright also includes a UI which can be run with:
 
 ```bash
-$ npx playwright test --ui
+pnpm playwright test --ui
 ```
 
 ### Building the frontend
@@ -239,7 +238,7 @@ $ npx playwright test --ui
 In order to build the front end and serve it as part of Django, execute:
 
 ```bash
-$ ng build --configuration production
+pnpm ng build --configuration production
 ```
 
 This will build the front end and put it in a location from which the
@@ -312,10 +311,10 @@ end (such as error messages).
 - The source language of the project is "en_US".
 - Localization files end up in the folder `src/locale/`.
 - In order to extract strings from the application, call
-    `python3 manage.py makemessages -l en_US`. This is important after
+  `uv run manage.py makemessages -l en_US`. This is important after
   making changes to translatable strings.
 - The message files need to be compiled for them to show up in the
-    application. Call `python3 manage.py compilemessages` to do this.
+  application. Call `uv run manage.py compilemessages` to do this.
   The generated files don't get committed into git, since these are
   derived artifacts. The build pipeline takes care of executing this
   command.
@@ -338,13 +337,13 @@ LANGUAGES = [
 
 ## Building the documentation
 
-The documentation is built using material-mkdocs, see their [documentation](https://squidfunk.github.io/mkdocs-material/reference/).
+The documentation is built using Zensical, see their [documentation](https://zensical.org/docs/).
 If you want to build the documentation locally, this is how you do it:
 
 1.  Build the documentation
 
     ```bash
-    $ uv run mkdocs build --config-file mkdocs.yml
+    $ uv run zensical build
     ```
 
     _alternatively..._
@@ -355,10 +354,10 @@ If you want to build the documentation locally, this is how you do it:
     something.
 
     ```bash
-    $ uv run mkdocs serve
+    $ uv run zensical serve
     ```
 
-## Building the Docker image
+## Building the Docker image {#docker_build}
 
 The docker image is primarily built by the GitHub actions workflow, but
 it can be faster when developing to build and tag an image locally.
@@ -371,88 +370,505 @@ docker build --file Dockerfile --tag paperless:local .
 
 ## Extending Paperless-ngx
 
-Paperless-ngx does not have any fancy plugin systems and will probably never
+Paperless-ngx supports third-party document parsers via a Python entry point
-have. However, some parts of the application have been designed to allow
+plugin system. Plugins are distributed as ordinary Python packages and
-easy integration of additional features without any modification to the
+discovered automatically at startup — no changes to the Paperless-ngx source
-base code.
+are required.
+
+!!! warning "Third-party plugins are not officially supported"
+
+    The Paperless-ngx maintainers do not provide support for third-party
+    plugins. Issues that are caused by or require changes to a third-party
+    plugin will be closed without further investigation. If you believe you
+    have found a bug in Paperless-ngx itself (not in a plugin), please
+    reproduce it with all third-party plugins removed before filing an issue.
 
 ### Making custom parsers
 
-Paperless-ngx uses parsers to add documents. A parser is
+Paperless-ngx uses parsers to add documents. A parser is responsible for:
-responsible for:
 
--   Retrieving the content from the original
+- Extracting plain-text content from the document
--   Creating a thumbnail
+- Generating a thumbnail image
--   _optional:_ Retrieving a created date from the original
+- _optional:_ Detecting the document's creation date
--   _optional:_ Creating an archived document from the original
+- _optional:_ Producing a searchable PDF archive copy
 
-Custom parsers can be added to Paperless-ngx to support more file types. In
+Custom parsers are distributed as ordinary Python packages and registered
-order to do that, you need to write the parser itself and announce its
+via a [setuptools entry point](https://setuptools.pypa.io/en/latest/userguide/entry_point.html).
-existence to Paperless-ngx.
+No changes to the Paperless-ngx source are required.
 
-The parser itself must extend `documents.parsers.DocumentParser` and
+#### 1. Implementing the parser class
-must implement the methods `parse` and `get_thumbnail`. You can provide
+
-your own implementation to `get_date` if you don't want to rely on
+Your parser must satisfy the `ParserProtocol` structural interface defined in
-Paperless-ngx' default date guessing mechanisms.
+`paperless.parsers`. The simplest approach is to write a plain class — no base
+class is required, only the right attributes and methods.
+
+**Class-level identity attributes**
+
+The registry reads these before instantiating the parser, so they must be
+plain class attributes (not instance attributes or properties):
 
 ```python
-class MyCustomParser(DocumentParser):
+class MyCustomParser:
-
+    name    = "My Format Parser"   # human-readable name shown in logs
-    def parse(self, document_path, mime_type):
+    version = "1.0.0"              # semantic version string
-        # This method does not return anything. Rather, you should assign
+    author  = "Acme Corp"          # author / organisation
-        # whatever you got from the document to the following fields:
+    url     = "https://example.com/my-parser"  # docs or issue tracker
-
-        # The content of the document.
-        self.text = "content"
-
-        # Optional: path to a PDF document that you created from the original.
-        self.archive_path = os.path.join(self.tempdir, "archived.pdf")
-
-        # Optional: "created" date of the document.
-        self.date = get_created_from_metadata(document_path)
-
-    def get_thumbnail(self, document_path, mime_type):
-        # This should return the path to a thumbnail you created for this
-        # document.
-        return os.path.join(self.tempdir, "thumb.webp")
 ```
 
-If you encounter any issues during parsing, raise a
+**Declaring supported MIME types**
-`documents.parsers.ParseError`.
 
-The `self.tempdir` directory is a temporary directory that is guaranteed
+Return a `dict` mapping MIME type strings to preferred file extensions
-to be empty and removed after consumption finished. You can use that
+(including the leading dot). Paperless-ngx uses the extension when storing
-directory to store any intermediate files and also use it to store the
+archive copies and serving files for download.
-thumbnail / archived document.
-
-After that, you need to announce your parser to Paperless-ngx. You need to
-connect a handler to the `document_consumer_declaration` signal. Have a
-look in the file `src/paperless_tesseract/apps.py` on how that's done.
-The handler is a method that returns information about your parser:
 
 ```python
-def myparser_consumer_declaration(sender, **kwargs):
+@classmethod
+def supported_mime_types(cls) -> dict[str, str]:
     return {
-        "parser": MyCustomParser,
+        "application/x-my-format": ".myf",
-        "weight": 0,
+        "application/x-my-format-alt": ".myf",
-        "mime_types": {
-            "application/pdf": ".pdf",
-            "image/jpeg": ".jpg",
-        }
     }
 ```
 
--   `parser` is a reference to a class that extends `DocumentParser`.
+**Scoring**
--   `weight` is used whenever two or more parsers are able to parse a
+
-    file: The parser with the higher weight wins. This can be used to
+When more than one parser can handle a file, the registry calls `score()` on
-    override the parsers provided by Paperless-ngx.
+each candidate and picks the one with the highest result and equal scores favor third-party parsers over built-ins. Return `None` to
--   `mime_types` is a dictionary. The keys are the mime types your
+decline handling a file even though the MIME type is listed as supported (for
-    parser supports and the value is the default file extension that
+example, when a required external service is not configured).
-    Paperless-ngx should use when storing files and serving them for
+
-    download. We could guess that from the file extensions, but some
+| Score  | Meaning                                                                           |
-    mime types have many extensions associated with them and the Python
+| ------ | --------------------------------------------------------------------------------- |
-    methods responsible for guessing the extension do not always return
+| `None` | Decline — do not handle this file                                                 |
-    the same value.
+| `10`   | Default priority used by all built-in parsers                                     |
+| `20`   | Priority used by the remote OCR built-in parser, allowing it to replace Tesseract |
+| `> 10` | Override a built-in parser for the same MIME type                                 |
+
+```python
+@classmethod
+def score(
+    cls,
+    mime_type: str,
+    filename: str,
+    path: "Path | None" = None,
+) -> int | None:
+    # Inspect filename or file bytes here if needed.
+    return 10
+```
+
+**Archive and rendition flags**
+
+```python
+@property
+def can_produce_archive(self) -> bool:
+    """True if parse() can produce a searchable PDF archive copy."""
+    return True   # or False if your parser doesn't produce PDFs
+
+@property
+def requires_pdf_rendition(self) -> bool:
+    """True if the original format cannot be displayed by a browser
+    (e.g. DOCX, ODT) and the PDF output must always be kept."""
+    return False
+```
+
+**Context manager — temp directory lifecycle**
+
+Paperless-ngx always uses parsers as context managers. Create a temporary
+working directory in `__enter__` (or `__init__`) and remove it in `__exit__`
+regardless of whether an exception occurred. Store intermediate files,
+thumbnails, and archive PDFs inside this directory.
+
+```python
+import shutil
+import tempfile
+from pathlib import Path
+from typing import Self
+from types import TracebackType
+
+from django.conf import settings
+
+class MyCustomParser:
+    ...
+
+    def __init__(self, logging_group: object = None) -> None:
+        settings.SCRATCH_DIR.mkdir(parents=True, exist_ok=True)
+        self._tempdir = Path(
+            tempfile.mkdtemp(prefix="paperless-", dir=settings.SCRATCH_DIR)
+        )
+        self._text: str | None = None
+        self._archive_path: Path | None = None
+
+    def __enter__(self) -> Self:
+        return self
+
+    def __exit__(
+        self,
+        exc_type: type[BaseException] | None,
+        exc_val: BaseException | None,
+        exc_tb: TracebackType | None,
+    ) -> None:
+        shutil.rmtree(self._tempdir, ignore_errors=True)
+```
+
+**Optional context — `configure()`**
+
+The consumer calls `configure()` with a `ParserContext` after instantiation
+and before `parse()`. If your parser doesn't need context, a no-op
+implementation is fine:
+
+```python
+from paperless.parsers import ParserContext
+
+def configure(self, context: ParserContext) -> None:
+    pass   # override if you need context.mailrule_id, etc.
+```
+
+**Parsing**
+
+`parse()` is the core method. It must not return a value; instead, store
+results in instance attributes and expose them via the accessor methods below.
+Raise `documents.parsers.ParseError` on any unrecoverable failure.
+
+```python
+from documents.parsers import ParseError
+
+def parse(
+    self,
+    document_path: Path,
+    mime_type: str,
+    *,
+    produce_archive: bool = True,
+) -> None:
+    try:
+        self._text = extract_text_from_my_format(document_path)
+    except Exception as e:
+        raise ParseError(f"Failed to parse {document_path}: {e}") from e
+
+    if produce_archive and self.can_produce_archive:
+        archive = self._tempdir / "archived.pdf"
+        convert_to_pdf(document_path, archive)
+        self._archive_path = archive
+```
+
+**Result accessors**
+
+```python
+def get_text(self) -> str | None:
+    return self._text
+
+def get_date(self) -> "datetime.datetime | None":
+    # Return a datetime extracted from the document, or None to let
+    # Paperless-ngx use its default date-guessing logic.
+    return None
+
+def get_archive_path(self) -> Path | None:
+    return self._archive_path
+
+def get_page_count(self, document_path: Path, mime_type: str) -> int | None:
+    # If the format doesn't have the concept of pages, return None
+    return count_pages(document_path)
+
+```
+
+**Thumbnail**
+
+`get_thumbnail()` may be called independently of `parse()`. Return the path
+to a WebP image inside `self._tempdir`. The image should be roughly 500 × 700
+pixels.
+
+```python
+def get_thumbnail(self, document_path: Path, mime_type: str) -> Path:
+    thumb = self._tempdir / "thumb.webp"
+    render_thumbnail(document_path, thumb)
+    return thumb
+```
+
+**Optional methods**
+
+These are called by the API on demand, not during the consumption pipeline.
+Implement them if your format supports the information; otherwise return
+`None` / `[]`.
+
+```python
+
+def extract_metadata(
+    self,
+    document_path: Path,
+    mime_type: str,
+) -> "list[MetadataEntry]":
+    # Must never raise. Return [] if metadata cannot be read.
+    from paperless.parsers import MetadataEntry
+    return [
+        MetadataEntry(
+            namespace="https://example.com/ns/",
+            prefix="ex",
+            key="Author",
+            value="Alice",
+        )
+    ]
+```
+
+#### 2. Registering via entry point
+
+Add the following to your package's `pyproject.toml`. The key (left of `=`)
+is an arbitrary name used only in log output; the value is the
+`module:ClassName` import path.
+
+```toml
+[project.entry-points."paperless_ngx.parsers"]
+my_parser = "my_package.parsers:MyCustomParser"
+```
+
+Install your package into the same Python environment as Paperless-ngx (or
+add it to the Docker image), and the parser will be discovered automatically
+on the next startup. No configuration changes are needed.
+
+To verify discovery, check the application logs at startup for a line like:
+
+```
+Loaded third-party parser 'My Format Parser' v1.0.0 by Acme Corp (entrypoint: 'my_parser').
+```
+
+#### 3. Utilities
+
+`paperless.parsers.utils` provides helpers you can import directly:
+
+| Function                                | Description                                                      |
+| --------------------------------------- | ---------------------------------------------------------------- |
+| `read_file_handle_unicode_errors(path)` | Read a file as UTF-8, replacing invalid bytes instead of raising |
+| `get_page_count_for_pdf(path)`          | Count pages in a PDF using pikepdf                               |
+| `extract_pdf_metadata(path)`            | Extract XMP metadata from a PDF as a `list[MetadataEntry]`       |
+
+#### Minimal example
+
+A complete, working parser for a hypothetical plain-XML format:
+
+```python
+from __future__ import annotations
+
+import shutil
+import tempfile
+from pathlib import Path
+from typing import Self
+from types import TracebackType
+import xml.etree.ElementTree as ET
+
+from django.conf import settings
+
+from documents.parsers import ParseError
+from paperless.parsers import ParserContext
+
+
+class XmlDocumentParser:
+    name    = "XML Parser"
+    version = "1.0.0"
+    author  = "Acme Corp"
+    url     = "https://example.com/xml-parser"
+
+    @classmethod
+    def supported_mime_types(cls) -> dict[str, str]:
+        return {"application/xml": ".xml", "text/xml": ".xml"}
+
+    @classmethod
+    def score(cls, mime_type: str, filename: str, path: Path | None = None) -> int | None:
+        return 10
+
+    @property
+    def can_produce_archive(self) -> bool:
+        return False
+
+    @property
+    def requires_pdf_rendition(self) -> bool:
+        return False
+
+    def __init__(self, logging_group: object = None) -> None:
+        settings.SCRATCH_DIR.mkdir(parents=True, exist_ok=True)
+        self._tempdir = Path(tempfile.mkdtemp(prefix="paperless-", dir=settings.SCRATCH_DIR))
+        self._text: str | None = None
+
+    def __enter__(self) -> Self:
+        return self
+
+    def __exit__(self, exc_type, exc_val, exc_tb) -> None:
+        shutil.rmtree(self._tempdir, ignore_errors=True)
+
+    def configure(self, context: ParserContext) -> None:
+        pass
+
+    def parse(self, document_path: Path, mime_type: str, *, produce_archive: bool = True) -> None:
+        try:
+            tree = ET.parse(document_path)
+            self._text = " ".join(tree.getroot().itertext())
+        except ET.ParseError as e:
+            raise ParseError(f"XML parse error: {e}") from e
+
+    def get_text(self) -> str | None:
+        return self._text
+
+    def get_date(self):
+        return None
+
+    def get_archive_path(self) -> Path | None:
+        return None
+
+    def get_thumbnail(self, document_path: Path, mime_type: str) -> Path:
+        from PIL import Image, ImageDraw
+        img = Image.new("RGB", (500, 700), color="white")
+        ImageDraw.Draw(img).text((10, 10), "XML Document", fill="black")
+        out = self._tempdir / "thumb.webp"
+        img.save(out, format="WEBP")
+        return out
+
+    def get_page_count(self, document_path: Path, mime_type: str) -> int | None:
+        return None
+
+    def extract_metadata(self, document_path: Path, mime_type: str) -> list:
+        return []
+```
+
+### Developing date parser plugins
+
+Paperless-ngx uses a plugin system for date parsing, allowing you to extend or replace the default date parsing behavior. Plugins are discovered using [Python entry points](https://setuptools.pypa.io/en/latest/userguide/entry_point.html).
+
+#### Creating a Date Parser Plugin
+
+To create a custom date parser plugin, you need to:
+
+1. Create a class that inherits from `DateParserPluginBase`
+2. Implement the required abstract method
+3. Register your plugin via an entry point
+
+##### 1. Implementing the Parser Class
+
+Your parser must extend `documents.plugins.date_parsing.DateParserPluginBase` and implement the `parse` method:
+
+```python
+from collections.abc import Iterator
+import datetime
+
+from documents.plugins.date_parsing import DateParserPluginBase
+
+
+class MyDateParserPlugin(DateParserPluginBase):
+    """
+    Custom date parser implementation.
+    """
+
+    def parse(self, filename: str, content: str) -> Iterator[datetime.datetime]:
+        """
+        Parse dates from the document's filename and content.
+
+        Args:
+            filename: The original filename of the document
+            content: The extracted text content of the document
+
+        Yields:
+            datetime.datetime: Valid datetime objects found in the document
+        """
+        # Your parsing logic here
+        # Use self.config to access configuration settings
+
+        # Example: parse dates from filename first
+        if self.config.filename_date_order:
+            # Your filename parsing logic
+            yield some_datetime
+
+        # Then parse dates from content
+        # Your content parsing logic
+        yield another_datetime
+```
+
+##### 2. Configuration and Helper Methods
+
+Your parser instance is initialized with a `DateParserConfig` object accessible via `self.config`. This provides:
+
+- `languages: list[str]` - List of language codes for date parsing
+- `timezone_str: str` - Timezone string for date localization
+- `ignore_dates: set[datetime.date]` - Dates that should be filtered out
+- `reference_time: datetime.datetime` - Current time for filtering future dates
+- `filename_date_order: str | None` - Date order preference for filenames (e.g., "DMY", "MDY")
+- `content_date_order: str` - Date order preference for content
+
+The base class provides two helper methods you can use:
+
+```python
+def _parse_string(
+    self,
+    date_string: str,
+    date_order: str,
+) -> datetime.datetime | None:
+    """
+    Parse a single date string using dateparser with configured settings.
+    """
+
+def _filter_date(
+    self,
+    date: datetime.datetime | None,
+) -> datetime.datetime | None:
+    """
+    Validate a parsed datetime against configured rules.
+    Filters out dates before 1900, future dates, and ignored dates.
+    """
+```
+
+##### 3. Resource Management (Optional)
+
+If your plugin needs to acquire or release resources (database connections, API clients, etc.), override the context manager methods. Paperless-ngx will always use plugins as context managers, ensuring resources can be released even in the event of errors.
+
+##### 4. Registering Your Plugin
+
+Register your plugin using a setuptools entry point in your package's `pyproject.toml`:
+
+```toml
+[project.entry-points."paperless_ngx.date_parsers"]
+my_parser = "my_package.parsers:MyDateParserPlugin"
+```
+
+The entry point name (e.g., `"my_parser"`) is used for sorting when multiple plugins are found. Paperless-ngx will use the first plugin alphabetically by name if multiple plugins are discovered.
+
+#### Plugin Discovery
+
+Paperless-ngx automatically discovers and loads date parser plugins at runtime. The discovery process:
+
+1. Queries the `paperless_ngx.date_parsers` entry point group
+2. Validates that each plugin is a subclass of `DateParserPluginBase`
+3. Sorts valid plugins alphabetically by entry point name
+4. Uses the first valid plugin, or falls back to the default `RegexDateParserPlugin` if none are found
+
+If multiple plugins are installed, a warning is logged indicating which plugin was selected.
+
+#### Example: Simple Date Parser
+
+Here's a minimal example that only looks for ISO 8601 dates:
+
+```python
+import datetime
+import re
+from collections.abc import Iterator
+
+from documents.plugins.date_parsing.base import DateParserPluginBase
+
+
+class ISODateParserPlugin(DateParserPluginBase):
+    """
+    Parser that only matches ISO 8601 formatted dates (YYYY-MM-DD).
+    """
+
+    ISO_REGEX = re.compile(r"\b(\d{4}-\d{2}-\d{2})\b")
+
+    def parse(self, filename: str, content: str) -> Iterator[datetime.datetime]:
+        # Combine filename and content for searching
+        text = f"{filename} {content}"
+
+        for match in self.ISO_REGEX.finditer(text):
+            date_string = match.group(1)
+            # Use helper method to parse with configured timezone
+            date = self._parse_string(date_string, "YMD")
+            # Use helper method to validate the date
+            filtered_date = self._filter_date(date)
+            if filtered_date is not None:
+                yield filtered_date
+```
 
 ## Using Visual Studio Code devcontainer
 
@@ -471,7 +887,6 @@ To get started:
 2. VS Code will prompt you with "Reopen in container". Do so and wait for the environment to start.
 
 3. In case your host operating system is Windows:
-
    - The Source Control view in Visual Studio Code might show: "The detected Git repository is potentially unsafe as the folder is owned by someone other than the current user." Use "Manage Unsafe Repositories" to fix this.
    - Git might have detecteded modifications for all files, because Windows is using CRLF line endings. Run `git checkout .` in the containers terminal to fix this issue.
 

docs/faq.md

@@ -1,3 +1,7 @@
+---
+title: FAQs
+---
+
 # Frequently Asked Questions
 
 ## _What's the general plan for Paperless-ngx?_
@@ -63,8 +67,10 @@ elsewhere. Here are a couple notes about that.
   Paperless also supports various Office documents (.docx, .doc, odt,
   .ppt, .pptx, .odp, .xls, .xlsx, .ods).
 
-Paperless-ngx determines the type of a file by inspecting its content.
+Paperless-ngx determines the type of a file by inspecting its content
-The file extensions do not matter.
+rather than its file extensions. However, files processed via the
+consumption directory will be rejected if they have a file extension that
+not supported by any of the available parsers.
 
 ## _Will paperless-ngx run on Raspberry Pi?_
 

docs/index.md

@@ -1,6 +1,10 @@
+---
+title: Home
+---
+
 <div class="grid-left" markdown>
 ![image](assets/logo_full_black.svg#only-light){.index-logo}
-![image](assets/logo_full_white.svg#only-dark){.index-logo}
+![image](assets/logo_full_eee.svg#only-dark){.index-logo}
 
 **Paperless-ngx** is a _community-supported_ open-source document management system that transforms your
 physical documents into a searchable online archive so you can keep, well, _less paper_.

docs/migration-v3.md

@@ -0,0 +1,328 @@
+# v3 Migration Guide
+
+## Pre-Requisites
+
+Upgrading to Paperless-ngx v3 can only be performed from version 2.20.15. If you are running an older version, please upgrade to v2.20.15 before proceeding with the v3 upgrade.
+
+## Secret Key is Now Required
+
+The `PAPERLESS_SECRET_KEY` environment variable is now required. This is a critical security setting used for cryptographic signing and should be set to a long, random value.
+
+### Action Required
+
+If you are upgrading an existing installation, you must now set `PAPERLESS_SECRET_KEY` explicitly.
+
+If your installation was relying on the previous built-in default key, you have two options:
+
+- Set `PAPERLESS_SECRET_KEY` to that previous value to preserve existing sessions and tokens.
+- Set `PAPERLESS_SECRET_KEY` to a new random value to improve security, understanding that this will invalidate existing sessions and other signed tokens.
+
+For new installations, or if you choose to rotate the key, you may generate a new secret key with:
+
+```bash
+python3 -c "import secrets; print(secrets.token_urlsafe(64))"
+```
+
+## Consumer Settings Changes
+
+The v3 consumer command uses a [different library](https://watchfiles.helpmanual.io/) to unify
+the watching for new files in the consume directory. For the user, this removes several configuration options related to delays and retries
+and replaces with a single unified setting. It also adjusts how the consumer ignore filtering happens, replaced `fnmatch` with `regex` and
+separating the directory ignore from the file ignore.
+
+### Summary
+
+| Old Setting                    | New Setting                                                                         | Notes                                                                                |
+| ------------------------------ | ----------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------ |
+| `CONSUMER_POLLING`             | [`CONSUMER_POLLING_INTERVAL`](configuration.md#PAPERLESS_CONSUMER_POLLING_INTERVAL) | Renamed for clarity                                                                  |
+| `CONSUMER_INOTIFY_DELAY`       | [`CONSUMER_STABILITY_DELAY`](configuration.md#PAPERLESS_CONSUMER_STABILITY_DELAY)   | Unified for all modes                                                                |
+| `CONSUMER_POLLING_DELAY`       | _Removed_                                                                           | Use `CONSUMER_STABILITY_DELAY`                                                       |
+| `CONSUMER_POLLING_RETRY_COUNT` | _Removed_                                                                           | Automatic with stability tracking                                                    |
+| `CONSUMER_IGNORE_PATTERNS`     | [`CONSUMER_IGNORE_PATTERNS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_PATTERNS)   | **Now regex, not fnmatch**; user patterns are added to (not replacing) default ones  |
+| _New_                          | [`CONSUMER_IGNORE_DIRS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_DIRS)           | Additional directories to ignore; user entries are added to (not replacing) defaults |
+
+## Duplicate Handling Changes
+
+Paperless-ngx v3 no longer rejects duplicate documents by default. Instead, it now allows duplicates but adds a way to identify them via the UI. To (re-)enable duplicate rejection, set `PAPERLESS_CONSUMER_DELETE_DUPLICATES=true` in your environment.
+
+## Encryption Support
+
+Document and thumbnail encryption is no longer supported. This was previously deprecated in [paperless-ng 0.9.3](https://github.com/paperless-ngx/paperless-ngx/blob/dev/docs/changelog.md#paperless-ng-093)
+
+Users must decrypt their document using the `decrypt_documents` command before upgrading.
+
+## Barcode Scanner Changes
+
+Support for [pyzbar](https://github.com/NaturalHistoryMuseum/pyzbar) has been removed. The underlying libzbar library has
+seen no updates in 16 years and is largely unmaintained, and the pyzbar Python wrapper last saw a release in March 2022. In
+practice, pyzbar struggled with barcode detection reliability, particularly on skewed, low-contrast, or partially
+obscured barcodes. [zxing-cpp](https://github.com/zxing-cpp/zxing-cpp) is actively maintained, significantly more
+reliable at finding barcodes, and now ships pre-built wheels for both x86_64 and arm64, removing the need to build the library.
+
+The `CONSUMER_BARCODE_SCANNER` setting has been removed. zxing-cpp is now the only backend.
+
+### Summary
+
+| Old Setting                | New Setting | Notes                             |
+| -------------------------- | ----------- | --------------------------------- |
+| `CONSUMER_BARCODE_SCANNER` | _Removed_   | zxing-cpp is now the only backend |
+
+### Action Required
+
+- If you were already using `CONSUMER_BARCODE_SCANNER=ZXING`, simply remove the setting.
+- If you had `CONSUMER_BARCODE_SCANNER=PYZBAR` or were using the default, no functional changes are needed beyond
+  removing the setting. zxing-cpp supports all the same barcode formats and you should see improved detection
+  reliability.
+- The `libzbar0` / `libzbar-dev` system packages are no longer required and can be removed from any custom Docker
+  images or host installations.
+
+## Database Engine
+
+`PAPERLESS_DBENGINE` is now required to use PostgreSQL or MariaDB. Previously, the
+engine was inferred from the presence of `PAPERLESS_DBHOST`, with `PAPERLESS_DBENGINE`
+only needed to select MariaDB over PostgreSQL.
+
+SQLite users require no changes, though they may explicitly set their engine if desired.
+
+#### Action Required
+
+PostgreSQL and MariaDB users must add `PAPERLESS_DBENGINE` to their environment:
+
+```yaml
+# v2 (PostgreSQL inferred from PAPERLESS_DBHOST)
+PAPERLESS_DBHOST: postgres
+
+# v3 (engine must be explicit)
+PAPERLESS_DBENGINE: postgresql
+PAPERLESS_DBHOST: postgres
+```
+
+See [`PAPERLESS_DBENGINE`](configuration.md#PAPERLESS_DBENGINE) for accepted values.
+
+## Database Advanced Options
+
+The individual SSL, timeout, and pooling variables have been removed in favor of a
+single [`PAPERLESS_DB_OPTIONS`](configuration.md#PAPERLESS_DB_OPTIONS) string. This
+consolidates a growing set of engine-specific variables into one place, and allows
+any option supported by the underlying database driver to be set without requiring a
+dedicated environment variable for each.
+
+The removed variables and their replacements are:
+
+| Removed Variable          | Replacement in `PAPERLESS_DB_OPTIONS`                                        |
+| ------------------------- | ---------------------------------------------------------------------------- |
+| `PAPERLESS_DBSSLMODE`     | `sslmode=<value>` (PostgreSQL) or `ssl_mode=<value>` (MariaDB)               |
+| `PAPERLESS_DBSSLROOTCERT` | `sslrootcert=<path>` (PostgreSQL) or `ssl.ca=<path>` (MariaDB)               |
+| `PAPERLESS_DBSSLCERT`     | `sslcert=<path>` (PostgreSQL) or `ssl.cert=<path>` (MariaDB)                 |
+| `PAPERLESS_DBSSLKEY`      | `sslkey=<path>` (PostgreSQL) or `ssl.key=<path>` (MariaDB)                   |
+| `PAPERLESS_DB_POOLSIZE`   | `pool.max_size=<value>` (PostgreSQL only)                                    |
+| `PAPERLESS_DB_TIMEOUT`    | `timeout=<value>` (SQLite) or `connect_timeout=<value>` (PostgreSQL/MariaDB) |
+
+The deprecated variables will continue to function for now but will be removed in a
+future release. A deprecation warning is logged at startup for each deprecated variable
+that is still set.
+
+#### Action Required
+
+Users with any of the deprecated variables set should migrate to `PAPERLESS_DB_OPTIONS`.
+Multiple options are combined in a single value:
+
+```bash
+PAPERLESS_DB_OPTIONS="sslmode=require,sslrootcert=/certs/ca.pem,pool.max_size=10"
+```
+
+## OCR and Archive File Generation Settings
+
+The settings that control OCR behaviour and archive file generation have been redesigned. The old settings that coupled these two concerns together are **removed** — old values are not silently honoured; a startup warning is logged if any removed variable is still set in your environment.
+
+### Removed settings
+
+| Removed Setting                             | Replacement                                                           |
+| ------------------------------------------- | --------------------------------------------------------------------- |
+| `PAPERLESS_OCR_MODE=skip`                   | `PAPERLESS_OCR_MODE=auto` (new default)                               |
+| `PAPERLESS_OCR_MODE=skip_noarchive`         | `PAPERLESS_OCR_MODE=auto` + `PAPERLESS_ARCHIVE_FILE_GENERATION=never` |
+| `PAPERLESS_OCR_SKIP_ARCHIVE_FILE=never`     | `PAPERLESS_ARCHIVE_FILE_GENERATION=always`                            |
+| `PAPERLESS_OCR_SKIP_ARCHIVE_FILE=with_text` | `PAPERLESS_ARCHIVE_FILE_GENERATION=auto` (new default)                |
+| `PAPERLESS_OCR_SKIP_ARCHIVE_FILE=always`    | `PAPERLESS_ARCHIVE_FILE_GENERATION=never`                             |
+
+### What changed and why
+
+Previously, `OCR_MODE` conflated two independent concerns: whether to run OCR and whether to produce an archive. `skip` meant "skip OCR if text exists, but always produce an archive". `skip_noarchive` meant "skip OCR if text exists, and also skip the archive". This made it impossible to, for example, disable OCR entirely while still producing archives.
+
+The new settings are independent:
+
+- [`PAPERLESS_OCR_MODE`](configuration.md#PAPERLESS_OCR_MODE) controls OCR: `auto` (default), `force`, `redo`, `off`.
+- [`PAPERLESS_ARCHIVE_FILE_GENERATION`](configuration.md#PAPERLESS_ARCHIVE_FILE_GENERATION) controls archive production: `auto` (default), `always`, `never`.
+
+### Database configuration
+
+If you changed OCR settings via the admin UI (ApplicationConfiguration), the database values are **migrated automatically** during the upgrade. `mode` values (`skip` / `skip_noarchive`) are mapped to their new equivalents and `skip_archive_file` values are converted to the new `archive_file_generation` field. After upgrading, review the OCR settings in the admin UI to confirm the migrated values match your intent.
+
+### Action Required
+
+Remove any `PAPERLESS_OCR_SKIP_ARCHIVE_FILE` variable from your environment. If you relied on `OCR_MODE=skip` or `OCR_MODE=skip_noarchive`, update accordingly:
+
+```bash
+# v2: skip OCR when text present, always archive
+PAPERLESS_OCR_MODE=skip
+# v3: equivalent (auto is the new default)
+# No change needed — auto is the default
+
+# v2: skip OCR when text present, skip archive too
+PAPERLESS_OCR_MODE=skip_noarchive
+# v3: equivalent
+PAPERLESS_OCR_MODE=auto
+PAPERLESS_ARCHIVE_FILE_GENERATION=never
+
+# v2: always skip archive
+PAPERLESS_OCR_SKIP_ARCHIVE_FILE=always
+# v3: equivalent
+PAPERLESS_ARCHIVE_FILE_GENERATION=never
+
+# v2: skip archive only for born-digital docs
+PAPERLESS_OCR_SKIP_ARCHIVE_FILE=with_text
+# v3: equivalent (auto is the new default)
+PAPERLESS_ARCHIVE_FILE_GENERATION=auto
+```
+
+### Remote OCR parser
+
+If you use the **remote OCR parser** (Azure AI), note that it always produces a
+searchable PDF and stores it as the archive copy. `ARCHIVE_FILE_GENERATION=never`
+has no effect for documents handled by the remote parser — the archive is produced
+unconditionally by the remote engine.
+
+# Search Index (Whoosh -> Tantivy)
+
+The full-text search backend has been replaced with [Tantivy](https://github.com/quickwit-oss/tantivy).
+The index format is incompatible with Whoosh, so **the search index is automatically rebuilt from
+scratch on first startup after upgrading**. No manual action is required for the rebuild itself.
+
+### Note and custom field search syntax
+
+The old Whoosh index exposed `note` and `custom_field` as flat text fields that were included in
+unqualified searches (e.g. just typing `invoice` would match note content). With Tantivy these are
+now structured JSON fields accessed via dotted paths:
+
+| Old syntax           | New syntax                  |
+| -------------------- | --------------------------- |
+| `note:query`         | `notes.note:query`          |
+| `custom_field:query` | `custom_fields.value:query` |
+
+**Saved views are migrated automatically.** Any saved view filter rule that used an explicit
+`note:` or `custom_field:` field prefix in a fulltext query is rewritten to the new syntax by a
+data migration that runs on upgrade.
+
+**Unqualified queries are not migrated.** If you had a saved view with a plain search term (e.g.
+`invoice`) that happened to match note content or custom field values, it will no longer return
+those matches. Update those queries to use the explicit prefix, for example:
+
+```
+invoice OR notes.note:invoice OR custom_fields.value:invoice
+```
+
+Custom field names can also be searched with `custom_fields.name:fieldname`.
+
+## OpenID Connect Token Endpoint Authentication
+
+Some existing OpenID Connect setups may require an explicit token endpoint authentication method after upgrading to v3.
+
+#### Action Required
+
+If OIDC login fails at the callback with an `invalid_client` error, add `token_auth_method` to the provider `settings` in
+[`PAPERLESS_SOCIALACCOUNT_PROVIDERS`](configuration.md#PAPERLESS_SOCIALACCOUNT_PROVIDERS).
+
+For example:
+
+```json
+{
+  "openid_connect": {
+    "APPS": [
+      {
+        ...
+        "settings": {
+          "server_url": "https://login.example.com",
+          "token_auth_method": "client_secret_basic"
+        }
+      }
+    ]
+  }
+}
+```
+
+## Task History Cleared on Upgrade
+
+The task tracking system has been redesigned in this release. All existing task history records are dropped from the database during the upgrade. Previously completed, failed, or acknowledged tasks will no longer appear in the task list after upgrading.
+
+No user action is required.
+
+## Consume Script Positional Arguments Removed
+
+Pre- and post-consumption scripts no longer receive positional arguments. All information is
+now passed exclusively via environment variables, which have been available since earlier versions.
+
+### Pre-consumption script
+
+Previously, the original file path was passed as `$1`. It is now only available as
+`DOCUMENT_SOURCE_PATH`.
+
+**Before:**
+
+```bash
+#!/usr/bin/env bash
+# $1 was the original file path
+process_document "$1"
+```
+
+**After:**
+
+```bash
+#!/usr/bin/env bash
+process_document "${DOCUMENT_SOURCE_PATH}"
+```
+
+### Post-consumption script
+
+Previously, document metadata was passed as positional arguments `$1` through `$8`:
+
+| Argument | Environment Variable Equivalent |
+| -------- | ------------------------------- |
+| `$1`     | `DOCUMENT_ID`                   |
+| `$2`     | `DOCUMENT_FILE_NAME`            |
+| `$3`     | `DOCUMENT_SOURCE_PATH`          |
+| `$4`     | `DOCUMENT_THUMBNAIL_PATH`       |
+| `$5`     | `DOCUMENT_DOWNLOAD_URL`         |
+| `$6`     | `DOCUMENT_THUMBNAIL_URL`        |
+| `$7`     | `DOCUMENT_CORRESPONDENT`        |
+| `$8`     | `DOCUMENT_TAGS`                 |
+
+**Before:**
+
+```bash
+#!/usr/bin/env bash
+DOCUMENT_ID=$1
+CORRESPONDENT=$7
+TAGS=$8
+```
+
+**After:**
+
+```bash
+#!/usr/bin/env bash
+# Use environment variables directly
+echo "Document ${DOCUMENT_ID} from ${DOCUMENT_CORRESPONDENT} tagged: ${DOCUMENT_TAGS}"
+```
+
+### Action Required
+
+Update any pre- or post-consumption scripts that read `$1`, `$2`, etc. to use the
+corresponding environment variables instead. Environment variables have been the preferred
+option since v1.8.0.
+
+## Reverse Proxy and Login Rate Limiting
+
+Allauth changed how it determines the client IP address for login rate limiting. Users running
+behind a reverse proxy may need to set
+[`PAPERLESS_TRUSTED_PROXIES`](configuration.md#PAPERLESS_TRUSTED_PROXIES),
+[`PAPERLESS_ALLAUTH_TRUSTED_CLIENT_IP_HEADER`](configuration.md#PAPERLESS_ALLAUTH_TRUSTED_CLIENT_IP_HEADER),
+or both, to avoid `403 Forbidden` errors on login.

docs/migration.md

@@ -1,25 +0,0 @@
-# v3 Migration Guide
-
-## Consumer Settings Changes
-
-The v3 consumer command uses a [different library](https://watchfiles.helpmanual.io/) to unify
-the watching for new files in the consume directory. For the user, this removes several configuration options related to delays and retries
-and replaces with a single unified setting. It also adjusts how the consumer ignore filtering happens, replaced `fnmatch` with `regex` and
-separating the directory ignore from the file ignore.
-
-### Summary
-
-| Old Setting                    | New Setting                                                                         | Notes                                                                                |
-| ------------------------------ | ----------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------ |
-| `CONSUMER_POLLING`             | [`CONSUMER_POLLING_INTERVAL`](configuration.md#PAPERLESS_CONSUMER_POLLING_INTERVAL) | Renamed for clarity                                                                  |
-| `CONSUMER_INOTIFY_DELAY`       | [`CONSUMER_STABILITY_DELAY`](configuration.md#PAPERLESS_CONSUMER_STABILITY_DELAY)   | Unified for all modes                                                                |
-| `CONSUMER_POLLING_DELAY`       | _Removed_                                                                           | Use `CONSUMER_STABILITY_DELAY`                                                       |
-| `CONSUMER_POLLING_RETRY_COUNT` | _Removed_                                                                           | Automatic with stability tracking                                                    |
-| `CONSUMER_IGNORE_PATTERNS`     | [`CONSUMER_IGNORE_PATTERNS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_PATTERNS)   | **Now regex, not fnmatch**; user patterns are added to (not replacing) default ones  |
-| _New_                          | [`CONSUMER_IGNORE_DIRS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_DIRS)           | Additional directories to ignore; user entries are added to (not replacing) defaults |
-
-## Encryption Support
-
-Document and thumbnail encryption is no longer supported. This was previously deprecated in [paperless-ng 0.9.3](https://github.com/paperless-ngx/paperless-ngx/blob/dev/docs/changelog.md#paperless-ng-093)
-
-Users must decrypt their document using the `decrypt_documents` command before upgrading.

docs/setup.md

@@ -1,52 +1,77 @@
-## Installation
+---
+title: Setup
+---
 
-You can go multiple routes to setup and run Paperless:
+# Installation
 
--   [Use the script to setup a Docker install](#docker_script)
+!!! tip "Quick Start"
--   [Use the Docker compose templates](#docker)
--   [Build the Docker image yourself](#docker_build)
--   [Install Paperless-ngx directly on your system manually ("bare metal")](#bare_metal)
--   A user-maintained list of commercial hosting providers can be found [in the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Related-Projects)
 
-The Docker routes are quick & easy. These are the recommended routes.
+    If you just want Paperless-ngx running quickly, use our installation script:
-This configures all the stuff from the above automatically so that it
+    ```shell-session
-just works and uses sensible defaults for all configuration options.
+    bash -c "$(curl --location --silent --show-error https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/install-paperless-ngx.sh)"
-Here you find a cheat-sheet for docker beginners: [CLI
+    ```
-Basics](https://www.sehn.tech/refs/devops-with-docker/)
+    _If piping into a shell directly from the internet makes you nervous, inspect [the script](https://github.com/paperless-ngx/paperless-ngx/blob/main/install-paperless-ngx.sh) first!_
 
-The bare metal route is complicated to setup but makes it easier should
+## Overview
-you want to contribute some code back. You need to configure and run the
-above mentioned components yourself.
 
-### Use the Installation Script {#docker_script}
+Choose the installation route that best fits your setup:
 
-Paperless provides an interactive installation script to setup a Docker Compose
+| Route                                                                                                             | Best for                                                                            | Effort |
-installation. The script asks for a couple configuration options, and will then create the
+| ----------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------- | ------ |
-necessary configuration files, pull the docker image, start Paperless-ngx and create your superuser
+| [Installation script](#docker_script)                                                                             | Fastest first-time setup with guided prompts (recommended for most users)           | Low    |
-account. The script essentially automatically performs the steps described in [Docker setup](#docker).
+| [Docker Compose templates](#docker)                                                                               | Manual control over compose files and settings                                      | Medium |
+| [Bare metal](#bare_metal)                                                                                         | Advanced setups, packaging, and development-adjacent workflows                      | High   |
+| [Hosted providers (wiki)](https://github.com/paperless-ngx/paperless-ngx/wiki/Related-Projects#hosting-providers) | Managed hosting options maintained by the community — check details carefully | Varies |
 
-1.  Make sure that Docker and Docker Compose are [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.
+For most users, Docker is the best option. It is faster to set up,
+easier to maintain, and ships with sensible defaults.
 
-2.  Download and run the installation script:
+The bare-metal route gives you more control, but it requires manual
+installation and operation of all components. It is usually best suited
+for advanced users and contributors.
+
+!!! info
+
+    Because [superuser](usage.md#superusers) accounts have full access to all objects and documents, you may want to create a separate user account for daily use,
+    or "downgrade" your superuser account to a normal user account after setup.
+
+## Installation Script {#docker_script}
+
+Paperless-ngx provides an interactive script for Docker Compose setups.
+It asks a few configuration questions, then creates the required files,
+pulls the image, starts the containers, and creates your [superuser](usage.md#superusers)
+account. In short, it automates the [Docker Compose setup](#docker) described below.
+
+#### Prerequisites
+
+- Docker and Docker Compose must be [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.
+- macOS users will need [GNU sed](https://formulae.brew.sh/formula/gnu-sed) with support for running as `sed` as well as [wget](https://formulae.brew.sh/formula/wget).
+
+#### Run the installation script
 
 ```shell-session
 bash -c "$(curl --location --silent --show-error https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/install-paperless-ngx.sh)"
 ```
 
-    !!! note
+#### After installation
 
-        macOS users will need to install [gnu-sed](https://formulae.brew.sh/formula/gnu-sed) with support
+Paperless-ngx should be available at `http://127.0.0.1:8000` (or similar,
-        for running as `sed` as well as [wget](https://formulae.brew.sh/formula/wget).
+depending on your configuration) and you will be able to login with the
+credentials you provided during the installation script.
 
-### Use Docker Compose {#docker}
+## Docker Compose Install {#docker}
 
-1.  Make sure that Docker and Docker Compose are [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.
+#### Prerequisites
 
-2.  Go to the [/docker/compose directory on the project
+- Docker and Docker Compose must be [installed](https://docs.docker.com/engine/install/){:target="\_blank"}.
+
+#### Installation
+
+1.  Go to the [/docker/compose directory on the project
     page](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose){:target="\_blank"}
-    and download one of the `docker-compose.*.yml` files, depending on which database backend
+    and download one `docker-compose.*.yml` file for your preferred
-    you want to use. Place the files in a local directory and rename it `docker-compose.yml`. Download the
+    database backend. Save it in a local directory as `docker-compose.yml`.
-    `docker-compose.env` file and the `.env` file as well in the same directory.
+    Also download `docker-compose.env` and `.env` into that same directory.
 
     If you want to enable optional support for Office and other documents, download a
     file with `-tika` in the file name.
@@ -56,15 +81,16 @@ account. The script essentially automatically performs the steps described in [D
         For new installations, it is recommended to use PostgreSQL as the
         database backend.
 
-3.  Modify `docker-compose.yml` as needed. For example, you may want to change the paths to the
+2.  Modify `docker-compose.yml` as needed. For example, you may want to
-    consumption, media etc. directories to use 'bind mounts'.
+    change the paths for `consume`, `media`, and other directories to
+    use bind mounts.
     Find the line that specifies where to mount the directory, e.g.:
 
     ```yaml
     - ./consume:/usr/src/paperless/consume
     ```
 
-    Replace the part _before_ the colon with a local directory of your choice:
+    Replace the part _before_ the colon with your local directory:
 
     ```yaml
     - /home/jonaswinkler/paperless-inbox:/usr/src/paperless/consume
@@ -78,38 +104,15 @@ account. The script essentially automatically performs the steps described in [D
       - 8010:8000
     ```
 
-    **Rootless**
+3.  Modify `docker-compose.env` with any configuration options you need.
-
-    !!! warning
-
-        It is currently not possible to run the container rootless if additional languages are specified via `PAPERLESS_OCR_LANGUAGES`.
-
-    If you want to run Paperless as a rootless container, you will need
-    to do the following in your `docker-compose.yml`:
-
-    -   set the `user` running the container to map to the `paperless`
-        user in the container. This value (`user_id` below), should be
-        the same id that `USERMAP_UID` and `USERMAP_GID` are set to in
-        the next step. See `USERMAP_UID` and `USERMAP_GID`
-        [here](configuration.md#docker).
-
-    Your entry for Paperless should contain something like:
-
-    > ```
-    > webserver:
-    >   image: ghcr.io/paperless-ngx/paperless-ngx:latest
-    >   user: <user_id>
-    > ```
-
-4.  Modify `docker-compose.env` with any configuration options you'd like.
     See the [configuration documentation](configuration.md) for all options.
 
     You may also need to set `USERMAP_UID` and `USERMAP_GID` to
-    the uid and gid of your user on the host system. Use `id -u` and
+    the UID and GID of your user on the host system. Use `id -u` and
-    `id -g` to get these. This ensures that both the container and the host
+    `id -g` to get these values. This ensures both the container and the
-    user have write access to the consumption directory. If your UID
+    host user can write to the consumption directory. If your UID and
-    and GID on the host system is 1000 (the default for the first normal
+    GID are `1000` (the default for the first normal user on many
-    user on most systems), it will work out of the box without any
+    systems), this usually works out of the box without
     modifications. Run `id "username"` to check.
 
     !!! note
@@ -118,79 +121,55 @@ account. The script essentially automatically performs the steps described in [D
         appending `_FILE` to configuration values. For example [`PAPERLESS_DBUSER`](configuration.md#PAPERLESS_DBUSER)
         can be set using `PAPERLESS_DBUSER_FILE=/var/run/secrets/password.txt`.
 
-    !!! warning
+4.  Run `docker compose pull`. This pulls the image from the GitHub container registry
-
+    by default, but you can pull from Docker Hub by changing the `image`
-        Some file systems such as NFS network shares don't support file
-        system notifications with `inotify`. When storing the consumption
-        directory on such a file system, paperless will not pick up new
-        files with the default configuration. You will need to use
-        [`PAPERLESS_CONSUMER_POLLING_INTERVAL`](configuration.md#PAPERLESS_CONSUMER_POLLING_INTERVAL), which will disable inotify.
-
-5.  Run `docker compose pull`. This will pull the image from the GitHub container registry
-    by default but you can change the image to pull from Docker Hub by changing the `image`
     line to `image: paperlessngx/paperless-ngx:latest`.
 
-6.  Run `docker compose up -d`. This will create and start the necessary containers.
+5.  Run `docker compose up -d`. This will create and start the necessary containers.
 
-7.  Congratulations! Your Paperless-ngx instance should now be accessible at `http://127.0.0.1:8000`
+#### After installation
-    (or similar, depending on your configuration). When you first access the web interface, you will be
-    prompted to create a superuser account.
 
-### Build the Docker image yourself {#docker_build}
+Your Paperless-ngx instance should now be accessible at
+`http://127.0.0.1:8000` (or similar, depending on your configuration).
+When you first access the web interface, you will be prompted to create
+a [superuser](usage.md#superusers) account.
 
-1.  Clone the entire repository of paperless:
+#### Optional Advanced Compose Configurations {#advanced_compose data-toc-label="Advanced Compose Configurations"}
 
-    ```shell-session
+**Rootless**
-    git clone https://github.com/paperless-ngx/paperless-ngx
-    ```
 
-    The main branch always reflects the latest stable version.
+!!! warning
 
-2.  Copy one of the `docker/compose/docker-compose.*.yml` to
+    It is not possible to run the container rootless if additional languages are specified via `PAPERLESS_OCR_LANGUAGES`.
-    `docker-compose.yml` in the root folder, depending on which database
-    backend you want to use. Copy `docker-compose.env` into the project
-    root as well.
 
-3.  In the `docker-compose.yml` file, find the line that instructs
+If you want to run Paperless as a rootless container, set `user:` in `docker-compose.yml` to the UID and GID of your host user (use `id -u` and `id -g` to find these values). The container process starts directly as that user with no internal privilege remapping:
-    Docker Compose to pull the paperless image from Docker Hub:
 
 ```yaml
 webserver:
   image: ghcr.io/paperless-ngx/paperless-ngx:latest
+  user: '1000:1000'
 ```
 
-    and replace it with a line that instructs Docker Compose to build
+Do not combine this with `USERMAP_UID` or `USERMAP_GID`, which are intended for the non-rootless case described in step 3.
-    the image from the current working directory instead:
 
-    ```yaml
+**File systems without inotify support (e.g. NFS)**
-    webserver:
-        build:
-            context: .
-    ```
 
-4.  Follow the [Docker setup](#docker) above except when asked to run
+Some file systems, such as NFS network shares, don't support file system
-    `docker compose pull` to pull the image, run
+notifications with `inotify`. When the consumption directory is on such a
+file system, Paperless-ngx will not pick up new files with the default
+configuration. Use [`PAPERLESS_CONSUMER_POLLING`](configuration.md#PAPERLESS_CONSUMER_POLLING)
+to enable polling and disable inotify. See [here](configuration.md#polling).
 
-    ```shell-session
+## Bare Metal Install {#bare_metal}
-    docker compose build
-    ```
 
-    instead to build the image.
+#### Prerequisites
 
-### Bare Metal Route {#bare_metal}
+- Paperless runs on Linux only, Windows is not supported.
+- Python 3.11, 3.12, 3.13, or 3.14 is required. As a policy, Paperless-ngx aims to support at least the three most recent Python versions and drops support for versions as they reach end-of-life. Newer versions may work, but some dependencies may not be fully compatible.
 
-Paperless runs on linux only. The following procedure has been tested on
+#### Installation
-a minimal installation of Debian/Buster, which is the current stable
-release at the time of writing. Windows is not and will never be
-supported.
-
-Paperless requires Python 3. At this time, 3.10 - 3.12 are tested versions.
-Newer versions may work, but some dependencies may not fully support newer versions.
-Support for older Python versions may be dropped as they reach end of life or as newer versions
-are released, dependency support is confirmed, etc.
-
-1.  Install dependencies. Paperless requires the following packages.
 
+1.  Install dependencies. Paperless requires the following packages:
     - `python3`
     - `python3-pip`
     - `python3-dev`
@@ -203,18 +182,16 @@ are released, dependency support is confirmed, etc.
     - `libpq-dev` for PostgreSQL
     - `libmagic-dev` for mime type detection
     - `mariadb-client` for MariaDB compile time
-    -   `libzbar0` for barcode detection
     - `poppler-utils` for barcode detection
 
     Use this list for your preferred package management:
 
     ```
-    python3 python3-pip python3-dev imagemagick fonts-liberation gnupg libpq-dev default-libmysqlclient-dev pkg-config libmagic-dev libzbar0 poppler-utils
+    python3 python3-pip python3-dev imagemagick fonts-liberation gnupg libpq-dev default-libmysqlclient-dev pkg-config libmagic-dev poppler-utils
     ```
 
     These dependencies are required for OCRmyPDF, which is used for text
     recognition.
-
     - `unpaper`
     - `ghostscript`
     - `icc-profiles-free`
@@ -234,13 +211,11 @@ are released, dependency support is confirmed, etc.
     ```
 
     On Raspberry Pi, these libraries are required as well:
-
     - `libatlas-base-dev`
     - `libxslt1-dev`
     - `mime-support`
 
     You will also need these for installing some of the python dependencies:
-
     - `build-essential`
     - `python3-setuptools`
     - `python3-wheel`
@@ -253,8 +228,8 @@ are released, dependency support is confirmed, etc.
 
 2.  Install `redis` >= 6.0 and configure it to start automatically.
 
-3.  Optional. Install `postgresql` and configure a database, user and
+3.  Optional: Install `postgresql` and configure a database, user, and
-    password for paperless. If you do not wish to use PostgreSQL,
+    password for Paperless-ngx. If you do not wish to use PostgreSQL,
     MariaDB and SQLite are available as well.
 
     !!! note
@@ -263,62 +238,59 @@ are released, dependency support is confirmed, etc.
         extension](https://code.djangoproject.com/wiki/JSON1Extension) is
         enabled. This is usually the case, but not always.
 
-4.  Create a system user with a new home folder under which you wish
+4.  Create a system user with a new home folder in which you want
-    to run paperless.
+    to run Paperless-ngx.
 
     ```shell-session
     adduser paperless --system --home /opt/paperless --group
     ```
 
-5.  Get the release archive from
+5.  Download a release archive from
-    <https://github.com/paperless-ngx/paperless-ngx/releases> for example with
+    <https://github.com/paperless-ngx/paperless-ngx/releases>. For example:
 
     ```shell-session
-    curl -O -L https://github.com/paperless-ngx/paperless-ngx/releases/download/v1.10.2/paperless-ngx-v1.10.2.tar.xz
+    curl -O -L https://github.com/paperless-ngx/paperless-ngx/releases/download/vX.Y.Z/paperless-ngx-vX.Y.Z.tar.xz
     ```
 
     Extract the archive with
 
     ```shell-session
-    tar -xf paperless-ngx-v1.10.2.tar.xz
+    tar -xf paperless-ngx-vX.Y.Z.tar.xz
     ```
 
-    and copy the contents to the
+    and copy the contents to the home directory of the user you created
-    home folder of the user you created before (`/opt/paperless`).
+    earlier (`/opt/paperless`).
 
-    Optional: If you cloned the git repo, you will have to
+    Optional: If you cloned the Git repository, you will need to
-    compile the frontend yourself, see [here](development.md#front-end-development)
+    compile the frontend yourself. See [here](development.md#front-end-development)
     and use the `build` step, not `serve`.
 
-6.  Configure paperless. See [configuration](configuration.md) for details.
+6.  Configure Paperless-ngx. See [configuration](configuration.md) for details.
     Edit the included `paperless.conf` and adjust the settings to your
-    needs. Required settings for getting
+    needs. Required settings for getting Paperless-ngx running are:
-    paperless running are:
+    - [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS) should point to your Redis server, such as
-
+      `redis://localhost:6379`.
-    -   [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS) should point to your redis server, such as
+    - [`PAPERLESS_DBENGINE`](configuration.md#PAPERLESS_DBENGINE) is optional, and should be one of `postgres`,
-        <redis://localhost:6379>.
-    -   [`PAPERLESS_DBENGINE`](configuration.md#PAPERLESS_DBENGINE) optional, and should be one of `postgres`,
       `mariadb`, or `sqlite`
     - [`PAPERLESS_DBHOST`](configuration.md#PAPERLESS_DBHOST) should be the hostname on which your
       PostgreSQL server is running. Do not configure this to use
       SQLite instead. Also configure port, database name, user and
       password as necessary.
-    -   [`PAPERLESS_CONSUMPTION_DIR`](configuration.md#PAPERLESS_CONSUMPTION_DIR) should point to a folder which
+    - [`PAPERLESS_CONSUMPTION_DIR`](configuration.md#PAPERLESS_CONSUMPTION_DIR) should point to the folder
-        paperless should watch for documents. You might want to have
+      that Paperless-ngx should watch for incoming documents.
-        this somewhere else. Likewise, [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) and
+      Likewise, [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) and
-        [`PAPERLESS_MEDIA_ROOT`](configuration.md#PAPERLESS_MEDIA_ROOT) define where paperless stores its data.
+      [`PAPERLESS_MEDIA_ROOT`](configuration.md#PAPERLESS_MEDIA_ROOT) define where Paperless-ngx stores its data.
-        If you like, you can point both to the same directory.
+      If needed, these can point to the same directory.
     - [`PAPERLESS_SECRET_KEY`](configuration.md#PAPERLESS_SECRET_KEY) should be a random sequence of
       characters. It's used for authentication. Failure to do so
       allows third parties to forge authentication credentials.
-    -   [`PAPERLESS_URL`](configuration.md#PAPERLESS_URL) if you are behind a reverse proxy. This should
+    - Set [`PAPERLESS_URL`](configuration.md#PAPERLESS_URL) if you are behind a reverse proxy. This should
       point to your domain. Please see
       [configuration](configuration.md) for more
       information.
 
-    Many more adjustments can be made to paperless, especially the OCR
+    You can make many more adjustments, especially for OCR.
-    part. The following options are recommended for everyone:
+    The following options are recommended for most users:
-
     - Set [`PAPERLESS_OCR_LANGUAGE`](configuration.md#PAPERLESS_OCR_LANGUAGE) to the language most of your
       documents are written in.
     - Set [`PAPERLESS_TIME_ZONE`](configuration.md#PAPERLESS_TIME_ZONE) to your local time zone.
@@ -327,15 +299,13 @@ are released, dependency support is confirmed, etc.
 
         Ensure your Redis instance [is secured](https://redis.io/docs/latest/operate/oss_and_stack/management/security/).
 
-7.  Create the following directories if they are missing:
+7.  Create the following directories if they do not already exist:
-
     - `/opt/paperless/media`
     - `/opt/paperless/data`
     - `/opt/paperless/consume`
 
-    Adjust as necessary if you configured different folders.
+    Adjust these paths if you configured different folders.
-    Ensure that the paperless user has write permissions for every one
+    Then verify that the `paperless` user has write permissions:
-    of these folders with
 
     ```shell-session
     ls -l -d /opt/paperless/media
@@ -349,45 +319,44 @@ are released, dependency support is confirmed, etc.
     sudo chown paperless:paperless /opt/paperless/consume
     ```
 
-8.  Install python requirements from the `requirements.txt` file.
+8.  Install Python dependencies from `requirements.txt`.
 
     ```shell-session
     sudo -Hu paperless pip3 install -r requirements.txt
     ```
 
-    This will install all python dependencies in the home directory of
+    This will install all Python dependencies in the home directory of
     the new paperless user.
 
     !!! tip
 
-        It is up to you if you wish to use a virtual environment or not for the Python
+        You can use a virtual environment if you prefer. If you do,
-        dependencies.  This is an alternative to the above and may require adjusting
+        you may need to adjust the example scripts for your virtual
-        the example scripts to utilize the virtual environment paths
+        environment paths.
 
     !!! tip
 
         If you use modern Python tooling, such as `uv`, installation will not include
-        dependencies for Postgres or Mariadb.  You can select those extras with `--extra <EXTRA>`
+        dependencies for PostgreSQL or MariaDB. You can select those
-        or all with `--all-extras`
+        extras with `--extra <EXTRA>`, or install all extras with
+        `--all-extras`.
 
-9.  Go to `/opt/paperless/src`, and execute the following command:
+9.  Go to `/opt/paperless/src` and execute the following command:
 
     ```bash
     # This creates the database schema.
     sudo -Hu paperless python3 manage.py migrate
     ```
 
-    When you first access the web interface you will be prompted to create a superuser account.
+10. Optional: Test that Paperless-ngx is working by running
-
-10. Optional: Test that paperless is working by executing
 
     ```bash
     # Manually starts the webserver
     sudo -Hu paperless python3 manage.py runserver
     ```
 
-    and pointing your browser to http://localhost:8000 if
+    Then point your browser to `http://localhost:8000` if
-    accessing from the same devices on which paperless is installed.
+    accessing from the same device on which Paperless-ngx is installed.
     If accessing from another machine, set up systemd services. You may need
     to set `PAPERLESS_DEBUG=true` in order for the development server to work
     normally in your browser.
@@ -395,23 +364,23 @@ are released, dependency support is confirmed, etc.
     !!! warning
 
         This is a development server which should not be used in production.
-        It is not audited for security and performance is inferior to
+        It is not audited for security, and performance is inferior to
-        production ready web servers.
+        production-ready web servers.
 
     !!! tip
 
         This will not start the consumer. Paperless does this in a separate
         process.
 
-11. Setup systemd services to run paperless automatically. You may use
+11. Set up systemd services to run Paperless-ngx automatically. You may use
     the service definition files included in the `scripts` folder as a
     starting point.
 
-    Paperless needs the `webserver` script to run the webserver, the
+    Paperless needs:
-    `consumer` script to watch the input folder, `taskqueue` for the
+    - The `webserver` script to run the webserver.
-    background workers used to handle things like document consumption
+    - The `consumer` script to watch the input folder.
-    and the `scheduler` script to run tasks such as email checking at
+    - The `taskqueue` script for background workers (document consumption, etc.).
-    certain times .
+    - The `scheduler` script for periodic tasks such as email checking.
 
     !!! note
 
@@ -420,9 +389,9 @@ are released, dependency support is confirmed, etc.
         `Require=paperless-webserver.socket` in the `webserver` script
         and configure `granian` to listen on port 80 (set `GRANIAN_PORT`).
 
-    These services rely on redis and optionally the database server, but
+    These services rely on Redis and optionally the database server, but
     don't need to be started in any particular order. The example files
-    depend on redis being started. If you use a database server, you
+    depend on Redis being started. If you use a database server, you
     should add additional dependencies.
 
     !!! note
@@ -432,18 +401,15 @@ are released, dependency support is confirmed, etc.
 
     !!! warning
 
-        If celery won't start (check with
+        If Celery won't start, check
         `sudo systemctl status paperless-task-queue.service` for
-        paperless-task-queue.service and paperless-scheduler.service
+        `paperless-task-queue.service` and `paperless-scheduler.service`.
-        ) you need to change the path in the files. Example:
+        You may need to change the path in the files. Example:
         `ExecStart=/opt/paperless/.local/bin/celery --app paperless worker --loglevel INFO`
 
-12. Optional: Install a samba server and make the consumption folder
+12. Configure ImageMagick to allow processing of PDF documents. Most
-    available as a network share.
-
-13. Configure ImageMagick to allow processing of PDF documents. Most
     distributions have this disabled by default, since PDF documents can
-    contain malware. If you don't do this, paperless will fall back to
+    contain malware. If you don't do this, Paperless-ngx will fall back to
     Ghostscript for certain steps such as thumbnail generation.
 
     Edit `/etc/ImageMagick-6/policy.xml` and adjust
@@ -458,32 +424,38 @@ are released, dependency support is confirmed, etc.
     <policy domain="coder" rights="read|write" pattern="PDF" />
     ```
 
-14. Optional: Install the
+**Optional: Install the [jbig2enc](https://ocrmypdf.readthedocs.io/en/latest/jbig2.html) encoder.**
-    [jbig2enc](https://ocrmypdf.readthedocs.io/en/latest/jbig2.html)
+This will reduce the size of generated PDF documents. You'll most likely need to compile this yourself, because this
-    encoder. This will reduce the size of generated PDF documents.
+software has been patented until around 2017 and binary packages are not available for most distributions.
-    You'll most likely need to compile this by yourself, because this
-    software has been patented until around 2017 and binary packages are
-    not available for most distributions.
 
-15. Optional: If using the NLTK machine learning processing (see
+**Optional: download the NLTK data**
-    [`PAPERLESS_ENABLE_NLTK`](configuration.md#PAPERLESS_ENABLE_NLTK) for details),
+If using the NLTK machine-learning processing (see [`PAPERLESS_ENABLE_NLTK`](configuration.md#PAPERLESS_ENABLE_NLTK) for details),
-    download the NLTK data for the Snowball
+download the NLTK data for the Snowball Stemmer, Stopwords and Punkt tokenizer to `/usr/share/nltk_data`. Refer to the [NLTK
-    Stemmer, Stopwords and Punkt tokenizer to `/usr/share/nltk_data`. Refer to the [NLTK
+instructions](https://www.nltk.org/data.html) for details on how to download the data.
-    instructions](https://www.nltk.org/data.html) for details on how to
-    download the data.
 
-# Migrating to Paperless-ngx
+#### After installation
 
-Migration is possible both from Paperless-ng or directly from the
+Your Paperless-ngx instance should now be accessible at `http://localhost:8000` (or similar, depending on your configuration).
-'original' Paperless.
+When you first access the web interface you will be prompted to create a [superuser](usage.md#superusers) account.
 
-## Migrating from Paperless-ng
+## Build the Docker image yourself {#docker_build data-toc-label="Building the Docker image"}
 
-Paperless-ngx is meant to be a drop-in replacement for Paperless-ng and
+Building the Docker image yourself is typically used for development, but it can also be used for production
-thus upgrading should be trivial for most users, especially when using
+if you want to customize the image. See [Building the Docker image](development.md#docker_build) in the
-docker. However, as with any major change, it is recommended to take a
+development documentation.
+
+## Migrating to Paperless-ngx
+
+You can migrate to Paperless-ngx from Paperless-ng or from the original
+Paperless project.
+
+<h3 id="migration_ng">Migrating from Paperless-ng</h3>
+
+Paperless-ngx is meant to be a drop-in replacement for Paperless-ng, and
+upgrading should be trivial for most users, especially when using
+Docker. However, as with any major change, it is recommended to take a
 full backup first. Once you are ready, simply change the docker image to
-point to the new source. E.g. if using Docker Compose, edit
+point to the new source. For example, if using Docker Compose, edit
 `docker-compose.yml` and change:
 
 ```
@@ -496,66 +468,64 @@ to
 image: ghcr.io/paperless-ngx/paperless-ngx:latest
 ```
 
-and then run `docker compose up -d` which will pull the new image
+and then run `docker compose up -d`, which will pull the new image and
-recreate the container. That's it!
+recreate the container. That's it.
 
 Users who installed with the bare-metal route should also update their
 Git clone to point to `https://github.com/paperless-ngx/paperless-ngx`,
-e.g. using the command
+for example using:
 `git remote set-url origin https://github.com/paperless-ngx/paperless-ngx`
 and then pull the latest version.
 
-## Migrating from Paperless
+<h3 id="migration_paperless">Migrating from Paperless</h3>
 
-At its core, paperless-ngx is still paperless and fully compatible.
+At its core, Paperless-ngx is still Paperless and fully compatible.
 However, some things have changed under the hood, so you need to adapt
-your setup depending on how you installed paperless.
+your setup depending on how you installed Paperless.
 
-This setup describes how to update an existing paperless Docker
+This section describes how to update an existing Paperless Docker
-installation. The important things to keep in mind are as follows:
+installation. Keep these points in mind:
 
 - Read the [changelog](changelog.md) and
   take note of breaking changes.
--   You should decide if you want to stick with SQLite or want to
+- Decide whether to stay on SQLite or migrate to PostgreSQL.
-    migrate your database to PostgreSQL. See [documentation](#sqlite_to_psql)
+  Both work fine with Paperless-ngx.
-    for details on
+  However, if you already have a database server running
-    how to move your data from SQLite to PostgreSQL. Both work fine with
+  for other services, you might as well use it for Paperless as well.
-    paperless. However, if you already have a database server running
+- The task scheduler of Paperless, which is used to execute periodic
-    for other services, you might as well use it for paperless as well.
--   The task scheduler of paperless, which is used to execute periodic
   tasks such as email checking and maintenance, requires a
-    [redis](https://redis.io/) message broker instance. The
+  [Redis](https://redis.io/) message broker instance. The
   Docker Compose route takes care of that.
 - The layout of the folder structure for your documents and data
-    remains the same, so you can just plug your old docker volumes into
+  remains the same, so you can plug your old Docker volumes into
   paperless-ngx and expect it to find everything where it should be.
 
-Migration to paperless-ngx is then performed in a few simple steps:
+Migration to Paperless-ngx is then performed in a few simple steps:
 
-1.  Stop paperless.
+1.  Stop Paperless.
 
     ```bash
     cd /path/to/current/paperless
     docker compose down
     ```
 
-2.  Do a backup for two purposes: If something goes wrong, you still
+2.  Create a backup for two reasons: if something goes wrong, you still
-    have your data. Second, if you don't like paperless-ngx, you can
+    have your data; and if you don't like paperless-ngx, you can
-    switch back to paperless.
+    switch back to Paperless.
 
-3.  Download the latest release of paperless-ngx. You can either go with
+3.  Download the latest release of Paperless-ngx. You can either use
     the Docker Compose files from
     [here](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)
     or clone the repository to build the image yourself (see
-    [above](#docker_build)). You can
+    [development docs](development.md#docker_build)). You can either replace your current paperless
-    either replace your current paperless folder or put paperless-ngx in
+    folder or put Paperless-ngx in
     a different location.
 
     !!! warning
 
         Paperless-ngx includes a `.env` file. This will set the project name
-        for docker compose to `paperless`, which will also define the name
+        for Docker Compose to `paperless`, which will also define the
-        of the volumes by paperless-ngx. However, if you experience that
+        volume names created by Paperless-ngx. However, if you notice that
         paperless-ngx is not using your old paperless volumes, verify the
         names of your volumes with
 
@@ -571,10 +541,10 @@ Migration to paperless-ngx is then performed in a few simple steps:
     after you migrated your existing SQLite database.
 
 5.  Adjust `docker-compose.yml` and `docker-compose.env` to your needs.
-    See [Docker setup](#docker) details on
+    See [Docker setup](#docker) for details on
-    which edits are advised.
+    which edits are recommended.
 
-6.  [Update paperless.](administration.md#updating)
+6.  Follow the update procedure in [Update paperless](administration.md#updating).
 
 7.  In order to find your existing documents with the new search
     feature, you need to invoke a one-time operation that will create
@@ -585,136 +555,93 @@ Migration to paperless-ngx is then performed in a few simple steps:
     ```
 
     This will migrate your database and create the search index. After
-    that, paperless will take care of maintaining the index by itself.
+    that, Paperless-ngx will maintain the index automatically.
 
-8.  Start paperless-ngx.
+8.  Start Paperless-ngx.
 
     ```bash
     docker compose up -d
     ```
 
-    This will run paperless in the background and automatically start it
+    This will run Paperless-ngx in the background and automatically start it
     on system boot.
 
-9.  Paperless installed a permanent redirect to `admin/` in your
+9.  Paperless may have installed a permanent redirect to `admin/` in your
     browser. This redirect is still in place and prevents access to the
-    new UI. Clear your browsing cache in order to fix this.
+    new UI. Clear your browser cache to fix this.
 
 10. Optionally, follow the instructions below to migrate your existing
     data to PostgreSQL.
 
-## Migrating from LinuxServer.io Docker Image
+<h3 id="migration_lsio">Migrating from LinuxServer.io Docker Image</h3>
 
-As with any upgrades and large changes, it is highly recommended to
+As with any upgrade or large change, it is highly recommended to
 create a backup before starting. This assumes the image was running
 using Docker Compose, but the instructions are translatable to Docker
 commands as well.
 
-1.  Stop and remove the paperless container
+1.  Stop and remove the Paperless container.
-2.  If using an external database, stop the container
+2.  If using an external database, stop that container.
-3.  Update Redis configuration
+3.  Update Redis configuration.
-
     1. If `REDIS_URL` is already set, change it to [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS)
        and continue to step 4.
 
-    1. Otherwise, in the `docker-compose.yml` add a new service for
+    1. Otherwise, add a new Redis service in `docker-compose.yml`,
-       Redis, following [the example compose
+       following [the example compose
        files](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)
 
     1. Set the environment variable [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS) so it points to
-       the new Redis container
+       the new Redis container.
 
-4.  Update user mapping
+4.  Update user mapping.
+    1. If set, change the environment variable `PUID` to `USERMAP_UID`.
 
-    1. If set, change the environment variable `PUID` to `USERMAP_UID`
+    1. If set, change the environment variable `PGID` to `USERMAP_GID`.
 
-    1. If set, change the environment variable `PGID` to `USERMAP_GID`
+5.  Update configuration paths.
-
+    1. Set the environment variable [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) to `/config`.
-5.  Update configuration paths
-
-    1. Set the environment variable [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) to `/config`
-
-6.  Update media paths
 
+6.  Update media paths.
     1. Set the environment variable [`PAPERLESS_MEDIA_ROOT`](configuration.md#PAPERLESS_MEDIA_ROOT) to
-       `/data/media`
+       `/data/media`.
-
-7.  Update timezone
 
+7.  Update timezone.
     1. Set the environment variable [`PAPERLESS_TIME_ZONE`](configuration.md#PAPERLESS_TIME_ZONE) to the same
-       value as `TZ`
+       value as `TZ`.
 
-8.  Modify the `image:` to point to
+8.  Modify `image:` to point to
     `ghcr.io/paperless-ngx/paperless-ngx:latest` or a specific version
     if preferred.
 9.  Start the containers as before, using `docker compose`.
 
-## Moving data from SQLite to PostgreSQL or MySQL/MariaDB {#sqlite_to_psql}
+## Running Paperless-ngx on less powerful devices {#less-powerful-devices data-toc-label="Less Powerful Devices"}
 
-The best way to migrate between database types is to perform an [export](administration.md#exporter) and then
+Paperless runs on Raspberry Pi. Some tasks can be slow on lower-powered
-[import](administration.md#importer) into a clean installation of Paperless-ngx.
+hardware, but a few settings can improve performance:
-
-## Moving back to Paperless
-
-Lets say you migrated to Paperless-ngx and used it for a while, but
-decided that you don't like it and want to move back (If you do, send
-me a mail about what part you didn't like!), you can totally do that
-with a few simple steps.
-
-Paperless-ngx modified the database schema slightly, however, these
-changes can be reverted while keeping your current data, so that your
-current data will be compatible with original Paperless. Thumbnails
-were also changed from PNG to WEBP format and will need to be
-re-generated.
-
-Execute this:
-
-```shell-session
-$ cd /path/to/paperless
-$ docker compose run --rm webserver migrate documents 0023
-```
-
-Or without docker:
-
-```shell-session
-$ cd /path/to/paperless/src
-$ python3 manage.py migrate documents 0023
-```
-
-After regenerating thumbnails, you'll need to clear your cookies
-(Paperless-ngx comes with updated dependencies that do cookie-processing
-differently) and probably your cache as well.
-
-# Considerations for less powerful devices {#less-powerful-devices}
-
-Paperless runs on Raspberry Pi. However, some things are rather slow on
-the Pi and configuring some options in paperless can help improve
-performance immensely:
 
 - Stick with SQLite to save some resources. See [troubleshooting](troubleshooting.md#log-reports-creating-paperlesstask-failed)
   if you encounter issues with SQLite locking.
 - If you do not need the filesystem-based consumer, consider disabling it
   entirely by setting [`PAPERLESS_CONSUMER_DISABLE`](configuration.md#PAPERLESS_CONSUMER_DISABLE) to `true`.
--   Consider setting [`PAPERLESS_OCR_PAGES`](configuration.md#PAPERLESS_OCR_PAGES) to 1, so that paperless will
+- Consider setting [`PAPERLESS_OCR_PAGES`](configuration.md#PAPERLESS_OCR_PAGES) to 1, so that Paperless
-    only OCR the first page of your documents. In most cases, this page
+  OCRs only the first page of your documents. In most cases, this page
   contains enough information to be able to find it.
 - [`PAPERLESS_TASK_WORKERS`](configuration.md#PAPERLESS_TASK_WORKERS) and [`PAPERLESS_THREADS_PER_WORKER`](configuration.md#PAPERLESS_THREADS_PER_WORKER) are
   configured to use all cores. The Raspberry Pi models 3 and up have 4
-    cores, meaning that paperless will use 2 workers and 2 threads per
+  cores, meaning that Paperless will use 2 workers and 2 threads per
   worker. This may result in sluggish response times during
   consumption, so you might want to lower these settings (example: 2
   workers and 1 thread to always have some computing power left for
   other tasks).
--   Keep [`PAPERLESS_OCR_MODE`](configuration.md#PAPERLESS_OCR_MODE) at its default value `skip` and consider
+- Keep [`PAPERLESS_OCR_MODE`](configuration.md#PAPERLESS_OCR_MODE) at its default value `auto` and consider
-    OCR'ing your documents before feeding them into paperless. Some
+  OCRing your documents before feeding them into Paperless. Some
   scanners are able to do this!
--   Set [`PAPERLESS_OCR_SKIP_ARCHIVE_FILE`](configuration.md#PAPERLESS_OCR_SKIP_ARCHIVE_FILE) to `with_text` to skip archive
+- Set [`PAPERLESS_ARCHIVE_FILE_GENERATION`](configuration.md#PAPERLESS_ARCHIVE_FILE_GENERATION) to `never` to skip archive
-    file generation for already ocr'ed documents, or `always` to skip it
+  file generation entirely, saving disk space at the cost of in-browser PDF/A viewing.
-    for all documents.
 - If you want to perform OCR on the device, consider using
   `PAPERLESS_OCR_CLEAN=none`. This will speed up OCR times and use
   less memory at the expense of slightly worse OCR results.
--   If using docker, consider setting [`PAPERLESS_WEBSERVER_WORKERS`](configuration.md#PAPERLESS_WEBSERVER_WORKERS) to 1. This will save some memory.
+- If using Docker, consider setting [`PAPERLESS_WEBSERVER_WORKERS`](configuration.md#PAPERLESS_WEBSERVER_WORKERS) to 1. This will save some memory.
 - Consider setting [`PAPERLESS_ENABLE_NLTK`](configuration.md#PAPERLESS_ENABLE_NLTK) to false, to disable the
   more advanced language processing, which can take more memory and
   processing time.
@@ -726,17 +653,19 @@ For details, refer to [configuration](configuration.md).
     Updating the
     [automatic matching algorithm](advanced_usage.md#automatic-matching) takes quite a bit of time. However, the update mechanism
     checks if your data has changed before doing the heavy lifting. If you
-    experience the algorithm taking too much cpu time, consider changing the
+    experience the algorithm taking too much CPU time, consider changing the
     schedule in the admin interface to daily. You can also manually invoke
     the task by changing the date and time of the next run to today/now.
 
     The actual matching of the algorithm is fast and works on Raspberry Pi
     as well as on any other device.
 
-# Using nginx as a reverse proxy {#nginx}
+## Additional considerations
 
-Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-a-Reverse-Proxy-with-Paperless-ngx#nginx) for user-maintained documentation of using nginx with Paperless-ngx.
+**Using a reverse proxy with Paperless-ngx**
 
-# Enhancing security {#security}
+Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-a-Reverse-Proxy-with-Paperless-ngx#nginx) for user-maintained documentation on using nginx with Paperless-ngx.
 
-Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-Security-Tools-with-Paperless-ngx) for user-maintained documentation of how to configure security tools like Fail2ban with Paperless-ngx.
+**Enhancing security**
+
+Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Using-Security-Tools-with-Paperless-ngx) for user-maintained documentation on configuring security tools like Fail2ban with Paperless-ngx.

docs/usage.md

@@ -1,4 +1,8 @@
-# Usage Overview
+---
+title: Basic Usage
+---
+
+# Usage
 
 Paperless-ngx is an application that manages your personal documents. With
 the (optional) help of a document scanner (see [the scanners wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Scanner-&-Software-Recommendations)), Paperless-ngx transforms your unwieldy
@@ -85,6 +89,17 @@ You can view the document, edit its metadata, assign tags, correspondents,
 document types, and custom fields. You can also view the document history,
 download the document or share it via a share link.
 
+### Document File Versions
+
+Think of versions as **file history** for a document.
+
+- Versions track the underlying file and extracted text content (OCR/text).
+- Metadata such as tags, correspondent, document type, storage path and custom fields stay on the "root" document.
+- Version files follow normal filename formatting (including storage paths) and add a `_vN` suffix (for example `_v1`, `_v2`).
+- By default, search and document content use the latest version.
+- In document detail, selecting a version switches the preview, file metadata and content (and download etc buttons) to that version.
+- Deleting a non-root version keeps metadata and falls back to the latest remaining version.
+
 ### Management Lists
 
 Paperless-ngx includes management lists for tags, correspondents, document types
@@ -119,9 +134,9 @@ following operations on your documents:
 !!! tip
 
     This process can be configured to fit your needs. If you don't want
-    paperless to create archived versions for digital documents, you can
+    paperless to create archived versions for born-digital documents, set
-    configure that by configuring
+    [`PAPERLESS_ARCHIVE_FILE_GENERATION=auto`](configuration.md#PAPERLESS_ARCHIVE_FILE_GENERATION)
-    `PAPERLESS_OCR_SKIP_ARCHIVE_FILE=with_text`. Please read the
+    (the default). To skip archives entirely, use `never`. Please read the
     [relevant section in the documentation](configuration.md#ocr).
 
 !!! note
@@ -216,7 +231,6 @@ different means. These are as follows:
   documents (the IMAP standard calls these "keywords"). Paperless
   will not consume mails already tagged. Not all mail servers support
   this feature!
-
   - **Apple Mail support:** Apple Mail clients allow differently colored tags. For this to work use `apple:<color>` (e.g. _apple:green_) as a custom tag. Available colors are _red_, _orange_, _yellow_, _blue_, _green_, _violet_ and _grey_.
 
 !!! warning
@@ -288,13 +302,19 @@ Paperless-ngx includes several features that use AI to enhance the document mana
 
 !!! warning
 
-    Remember that Paperless-ngx will send document content to the AI provider you have configured, so consider the privacy implications of using these features, especially if using a remote model (e.g. OpenAI), instead of the default local model.
+    Remember that Paperless-ngx will send document content to the AI provider you have configured,
+    so consider the privacy implications of using these features, especially if using a remote
+    model or API provider instead of the default local model.
 
 The AI features work by creating an embedding of the text content and metadata of documents, which is then used for various tasks such as similarity search and question answering. This uses the FAISS vector store.
 
 ### AI-Enhanced Suggestions
 
-If enabled, Paperless-ngx can use an AI LLM model to suggest document titles, dates, tags, correspondents and document types for documents. This feature will always be "opt-in" and does not disable the existing classifier-based suggestion system. Currently, both remote (via the OpenAI API) and local (via Ollama) models are supported, see [configuration](configuration.md#ai) for details.
+If enabled, Paperless-ngx can use an AI LLM model to suggest document titles, dates, tags,
+correspondents and document types for documents. This feature will always be "opt-in" and does not
+disable the existing classifier-based suggestion system. Currently, both remote
+(via OpenAI-compatible APIs) and local (via Ollama) models are supported, see
+[configuration](configuration.md#ai) for details.
 
 ### Document Chat
 
@@ -308,12 +328,14 @@ or using [email](#workflow-action-email) or [webhook](#workflow-action-webhook)
 
 ### Share Links
 
-"Share links" are shareable public links to files and can be created and managed under the 'Send' button on the document detail screen.
+"Share links" are public links to files (or an archive of files) and can be created and managed under the 'Send' button on the document detail screen or from the bulk editor.
 
--   Share links do not require a user to login and thus link directly to a file.
+- Share links do not require a user to login and thus link directly to a file or bundled download.
 - Links are unique and are of the form `{paperless-url}/share/{randomly-generated-slug}`.
 - Links can optionally have an expiration time set.
 - After a link expires or is deleted users will be redirected to the regular paperless-ngx login.
+- From the document detail screen you can create a share link for that single document.
+- From the bulk editor you can create a **share link bundle** for any selection. Paperless-ngx prepares a ZIP archive in the background and exposes a single share link. You can revisit the "Manage share link bundles" dialog to monitor progress, retry failed bundles, or delete links.
 
 !!! tip
 
@@ -366,6 +388,11 @@ permissions can be granted to limit access to certain parts of the UI (and corre
 
 Superusers can access all parts of the front and backend application as well as any and all objects. Superuser status can only be granted by another superuser.
 
+!!! tip
+
+    Because superuser accounts can see all objects and documents, you may want to use a regular account for day-to-day use. Additional superuser accounts can
+    be created via [cli](administration.md#create-superuser) or granted superuser status from an existing superuser account.
+
 #### Admin Status
 
 Admin status (Django 'staff status') grants access to viewing the paperless logs and the system status dialog
@@ -378,13 +405,14 @@ determine if a user can create, edit, delete or view _any_ documents, but indivi
 still have "object-level" permissions.
 
 | Type             | Details                                                                                                                                                                                                                         |
-| ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
 | AppConfig        | _Change_ or higher permissions grants access to the "Application Configuration" area.                                                                                                                                           |
 | Correspondent    | Add, edit, delete or view Correspondents.                                                                                                                                                                                       |
 | CustomField      | Add, edit, delete or view Custom Fields.                                                                                                                                                                                        |
 | Document         | Add, edit, delete or view Documents.                                                                                                                                                                                            |
 | DocumentType     | Add, edit, delete or view Document Types.                                                                                                                                                                                       |
 | Group            | Add, edit, delete or view Groups.                                                                                                                                                                                               |
+| GlobalStatistics | View aggregate object counts and statistics. This does not grant access to view individual documents.                                                                                                                           |
 | MailAccount      | Add, edit, delete or view Mail Accounts.                                                                                                                                                                                        |
 | MailRule         | Add, edit, delete or view Mail Rules.                                                                                                                                                                                           |
 | Note             | Add, edit, delete or view Notes.                                                                                                                                                                                                |
@@ -392,9 +420,10 @@ still have "object-level" permissions.
 | SavedView        | Add, edit, delete or view Saved Views.                                                                                                                                                                                          |
 | ShareLink        | Add, delete or view Share Links.                                                                                                                                                                                                |
 | StoragePath      | Add, edit, delete or view Storage Paths.                                                                                                                                                                                        |
+| SystemMonitoring | View the system status dialog, tasks summary and their API endpoints. Admin users also retain system status access.                                                                                                             |
 | Tag              | Add, edit, delete or view Tags.                                                                                                                                                                                                 |
 | UISettings       | Add, edit, delete or view the UI settings that are used by the web app.<br/>:warning: **Users that will access the web UI must be granted at least _View_ permissions.**                                                        |
-| User          | Add, edit, delete or view Users.                                                                                                                                                                                                |
+| User             | Add, edit, delete or view other user accounts via Settings > Users & Groups and `/api/users/`. These permissions are not needed for users to edit their own profile via "My Profile" or `/api/profile/`.                        |
 | Workflow         | Add, edit, delete or view Workflows.<br/>Note that Workflows are global; all users who can access workflows see the same set. Workflows have other permission implications — see [Workflow permissions](#workflow-permissions). |
 
 #### Detailed Explanation of Object Permissions {#object-permissions}
@@ -405,6 +434,8 @@ still have "object-level" permissions.
 | View  | Confers the ability to view (not edit) a document, tag, etc.<br/>Users without 'view' (or higher) permissions will be shown _'Private'_ in place of the object name for example when viewing a document with a tag for which the user doesn't have permissions.                                                                          |
 | Edit  | Confers the ability to edit (and view) a document, tag, etc.                                                                                                                                                                                                                                                                             |
 
+For related metadata such as tags, correspondents, document types, and storage paths, object visibility and document assignment are intentionally distinct. A user may still retain or submit a known object ID when editing a document even if that related object is displayed as _Private_ or omitted from search and selection results. This allows documents to preserve existing assignments that the current user cannot necessarily inspect in detail.
+
 ### Password reset
 
 In order to enable the password reset feature you will need to setup an SMTP backend, see
@@ -558,10 +589,22 @@ For security reasons, webhooks can be limited to specific ports and disallowed f
 [configuration settings](configuration.md#workflow-webhooks) to change this behavior. If you are allowing non-admins to create workflows,
 you may want to adjust these settings to prevent abuse.
 
+##### Move to Trash {#workflow-action-move-to-trash}
+
+"Move to Trash" actions move the document to the trash. The document can be restored
+from the trash until the trash is emptied (after the configured delay or manually).
+
+The "Move to Trash" action will always be executed at the end of the workflow run,
+regardless of its position in the action list. After a "Move to Trash" action is executed
+no other workflow will be executed on the document.
+
+If a "Move to Trash" action is executed in a consume pipeline, the consumption
+will be aborted and the file will be deleted.
+
 #### Workflow placeholders
 
-Titles can be assigned by workflows using [Jinja templates](https://jinja.palletsprojects.com/en/3.1.x/templates/).
+Titles and webhook payloads can be generated by workflows using [Jinja templates](https://jinja.palletsprojects.com/en/3.1.x/templates/).
-This allows for complex logic to be used to generate the title, including [logical structures](https://jinja.palletsprojects.com/en/3.1.x/templates/#list-of-control-structures)
+This allows for complex logic to be used, including [logical structures](https://jinja.palletsprojects.com/en/3.1.x/templates/#list-of-control-structures)
 and [filters](https://jinja.palletsprojects.com/en/3.1.x/templates/#id11).
 The template is provided as a string.
 
@@ -583,8 +626,8 @@ applied. You can use the following placeholders in the template with any trigger
 - `{{added_day}}`: added day
 - `{{added_time}}`: added time in HH:MM format
 - `{{original_filename}}`: original file name without extension
--   `{{filename}}`: current file name without extension
+- `{{filename}}`: current file name without extension (for "added" workflows this may not be final yet, you can use `{{original_filename}}`)
--   `{{doc_title}}`: current document title
+- `{{doc_title}}`: current document title (cannot be used in title assignment)
 
 The following placeholders are only available for "added" or "updated" triggers
 
@@ -593,7 +636,7 @@ The following placeholders are only available for "added" or "updated" triggers
 - `{{created_year_short}}`: created year
 - `{{created_month}}`: created month
 - `{{created_month_name}}`: created month name
--   `{created_month_name_short}}`: created month short name
+- `{{created_month_name_short}}`: created month short name
 - `{{created_day}}`: created day
 - `{{created_time}}`: created time in HH:MM format
 - `{{doc_url}}`: URL to the document in the web UI. Requires the `PAPERLESS_URL` setting to be set.
@@ -771,13 +814,20 @@ contract you signed 8 years ago).
 
 When you search paperless for a document, it tries to match this query
 against your documents. Paperless will look for matching documents by
-inspecting their content, title, correspondent, type and tags. Paperless
+inspecting their content, title, correspondent, type, tags, notes, and
-returns a scored list of results, so that documents matching your query
+custom field values. Paperless returns a scored list of results, so that
-better will appear further up in the search results.
+documents matching your query better will appear further up in the search
+results.
 
 By default, paperless returns only documents which contain all words
-typed in the search bar. However, paperless also offers advanced search
+typed in the search bar. A few things to know about how matching works:
-syntax if you want to drill down the results further.
+
+- **Word-order-independent**: "invoice unpaid" and "unpaid invoice" return the same results.
+- **Accent-insensitive**: searching `resume` also finds `résumé`, `cafe` finds `café`.
+- **Separator-agnostic**: punctuation and separators are stripped during indexing, so
+  searching a partial number like `1312` finds documents containing `A-1312/B`.
+
+Paperless also offers advanced search syntax if you want to drill down further.
 
 Matching documents with logical expressions:
 
@@ -806,18 +856,70 @@ Matching inexact words:
 produ*name
 ```
 
+Matching natural date keywords:
+
+```
+added:today
+modified:yesterday
+created:"previous week"
+added:"previous month"
+modified:"this year"
+```
+
+Supported date keywords: `today`, `yesterday`, `previous week`,
+`this month`, `previous month`, `this year`, `previous year`,
+`previous quarter`.
+
+#### Searching custom fields
+
+Custom field values are included in the full-text index, so a plain search
+already matches documents whose custom field values contain your search terms.
+To narrow by field name or value specifically:
+
+```
+custom_fields.value:policy
+custom_fields.name:"Contract Number"
+custom_fields.name:Insurance custom_fields.value:policy
+```
+
+- `custom_fields.value` matches against the value of any custom field.
+- `custom_fields.name` matches the name of the field (use quotes for multi-word names).
+- Combine both to find documents where a specific named field contains a specific value.
+
+Because separators are stripped during indexing, individual parts of formatted
+codes are searchable on their own. A value stored as `A-1312/99.50` produces the
+tokens `a`, `1312`, `99`, `50` — each searchable independently:
+
+```
+custom_fields.value:1312
+custom_fields.name:"Contract Number" custom_fields.value:1312
+```
+
 !!! note
 
-    Inexact terms are hard for search indexes. These queries might take a
+    Custom date fields do not support relative date syntax (e.g. `[now to 2 weeks]`).
-    while to execute. That's why paperless offers auto complete and query
+    For date ranges on custom date fields, use the document list filters in the web UI.
-    correction.
+
+#### Searching notes
+
+Notes content is included in full-text search automatically. To search
+by note author or content specifically:
+
+```
+notes.user:alice
+notes.note:reminder
+notes.user:alice notes.note:insurance
+```
 
 All of these constructs can be combined as you see fit. If you want to
-learn more about the query language used by paperless, paperless uses
+learn more about the query language used by paperless, see the
-Whoosh's default query language. Head over to [Whoosh query
+[Tantivy query language documentation](https://docs.rs/tantivy/latest/tantivy/query/struct.QueryParser.html).
-language](https://whoosh.readthedocs.io/en/latest/querylang.html). For
+
-details on what date parsing utilities are available, see [Date
+!!! note
-parsing](https://whoosh.readthedocs.io/en/latest/dates.html#parsing-date-queries).
+
+    Fuzzy (approximate) matching can be enabled by setting
+    [`PAPERLESS_ADVANCED_FUZZY_SEARCH_THRESHOLD`](configuration.md#PAPERLESS_ADVANCED_FUZZY_SEARCH_THRESHOLD).
+    When enabled, paperless will include near-miss results ranked below exact matches.
 
 ## Keyboard shortcuts / hotkeys
 
@@ -975,7 +1077,6 @@ Paperless-ngx consists of the following components:
   with a scheduler that executes certain commands periodically.
 
   This task processor is responsible for:
-
   - Consuming documents. When the consumer finds new documents, it
     notifies the task processor to start a consumption task.
   - The task processor also performs the consumption of any

mkdocs.yml

@@ -1,87 +0,0 @@
-site_name: Paperless-ngx
-theme:
-  name: material
-  logo: assets/logo.svg
-  font:
-    text: Roboto
-    code: Roboto Mono
-  palette:
-    # Palette toggle for automatic mode
-    - media: "(prefers-color-scheme)"
-      toggle:
-        icon: material/brightness-auto
-        name: Switch to light mode
-    # Palette toggle for light mode
-    - media: "(prefers-color-scheme: light)"
-      scheme: default
-      toggle:
-        icon: material/brightness-7
-        name: Switch to dark mode
-    # Palette toggle for dark mode
-    - media: "(prefers-color-scheme: dark)"
-      scheme: slate
-      toggle:
-        icon: material/brightness-4
-        name: Switch to system preference
-  features:
-    - navigation.tabs
-    - navigation.top
-    - toc.integrate
-    - content.code.annotate
-  icon:
-    repo: fontawesome/brands/github
-  favicon: assets/favicon.png
-repo_url: https://github.com/paperless-ngx/paperless-ngx
-repo_name: paperless-ngx/paperless-ngx
-edit_uri: blob/main/docs/
-extra_css:
-  - assets/extra.css
-markdown_extensions:
-  - attr_list
-  - md_in_html
-  - def_list
-  - admonition
-  - tables
-  - pymdownx.highlight:
-      anchor_linenums: true
-  - pymdownx.superfences
-  - pymdownx.inlinehilite
-  - pymdownx.snippets
-  - pymdownx.tilde
-  - footnotes
-  - pymdownx.superfences:
-      custom_fences:
-        - name: mermaid
-          class: mermaid
-          format: !!python/name:pymdownx.superfences.fence_code_format
-  - pymdownx.emoji:
-      emoji_index: !!python/name:material.extensions.emoji.twemoji
-      emoji_generator: !!python/name:material.extensions.emoji.to_svg
-strict: true
-nav:
-  - index.md
-  - setup.md
-  - 'Basic Usage': usage.md
-  - configuration.md
-  - administration.md
-  - advanced_usage.md
-  - 'REST API': api.md
-  - development.md
-  - 'FAQs': faq.md
-  - troubleshooting.md
-  - 'Migration to v3': migration.md
-  - changelog.md
-copyright: Copyright © 2016 - 2026 Daniel Quinn, Jonas Winkler, and the Paperless-ngx team
-extra:
-  social:
-    - icon: fontawesome/brands/github
-      link: https://github.com/paperless-ngx/paperless-ngx
-    - icon: fontawesome/brands/docker
-      link: https://hub.docker.com/r/paperlessngx/paperless-ngx
-    - icon: material/chat
-      link: https://matrix.to/#/#paperless:matrix.org
-plugins:
-  - search
-  - glightbox:
-      skip_classes:
-        - no-lightbox

paperless-ngx.code-workspace

@@ -30,9 +30,25 @@
 			"**/.idea": true,
 			"**/.venv": true,
 			"**/.coverage": true,
-			"**/coverage.json": true
+			"**/coverage.json": true,
+			"htmlcov/": true,
+			"coverage.xml": true,
+			"junit.xml": true
 		},
-		"python.defaultInterpreterPath": ".venv/bin/python3",
+		"python.languageServer": "Pylance",
+		"python.defaultInterpreterPath": "${workspaceFolder:paperless-ngx}/.venv/bin/python3",
+		"python.analysis.extraPaths": ["${workspaceFolder:paperless-ngx}/src"],
+		"python.analysis.inlayHints.pytestParameters": true,
+		"python.testing.pytestEnabled": true,
+		"python.testing.unittestEnabled": false,
+		"[python]": {
+			"editor.defaultFormatter": "charliermarsh.ruff",
+			"editor.formatOnSave": true,
+			"editor.codeActionsOnSave": {
+				"source.fixAll.ruff": "explicit",
+				"source.organizeImports.ruff": "explicit"
+			}
+		}
 	},
 	"extensions": {
 		"recommendations": ["ms-python.python", "charliermarsh.ruff", "editorconfig.editorconfig"],

paperless.conf.example

@@ -23,7 +23,8 @@
 
 # Security and hosting
 
-#PAPERLESS_SECRET_KEY=change-me
+# Required. Generate with: python3 -c "import secrets; print(secrets.token_urlsafe(64))"
+PAPERLESS_SECRET_KEY=change-me
 #PAPERLESS_URL=https://example.com
 #PAPERLESS_CSRF_TRUSTED_ORIGINS=https://example.com # can be set using PAPERLESS_URL
 #PAPERLESS_ALLOWED_HOSTS=example.com,www.example.com # can be set using PAPERLESS_URL
@@ -66,6 +67,7 @@
 #PAPERLESS_CONSUMER_BARCODE_DPI=300
 #PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE=false
 #PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING={"TAG:(.*)": "\\g<1>"}
+#PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT=false
 #PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED=false
 #PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_SUBDIR_NAME=double-sided
 #PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_TIFF_SUPPORT=false

pyproject.toml

@@ -1,12 +1,11 @@
 [project]
 name = "paperless-ngx"
-version = "2.20.5"
+version = "3.0.0"
 description = "A community-supported supercharged document management system: scan, index and archive all your physical documents"
 readme = "README.md"
-requires-python = ">=3.10"
+requires-python = ">=3.11"
 classifiers = [
   "Programming Language :: Python :: 3 :: Only",
-  "Programming Language :: Python :: 3.10",
   "Programming Language :: Python :: 3.11",
   "Programming Language :: Python :: 3.12",
   "Programming Language :: Python :: 3.13",
@@ -14,53 +13,54 @@ classifiers = [
 ]
 # TODO: Move certain things to groups and then utilize that further
 # This will allow testing to not install a webserver, mysql, etc
-
 dependencies = [
   "azure-ai-documentintelligence>=1.0.2",
   "babel>=2.17",
-  "bleach~=6.3.0",
+  "bleach[css]~=6.3.0",
-  "celery[redis]~=5.5.1",
+  "celery[redis]~=5.6.2",
   "channels~=4.2",
   "channels-redis~=4.2",
   "concurrent-log-handler~=0.9.25",
   "dateparser~=1.2",
   # WARNING: django does not use semver.
   #          Only patch versions are guaranteed to not introduce breaking changes.
-  "django~=5.2.5",
+  "django~=5.2.13",
-  "django-allauth[mfa,socialaccount]~=65.13.1",
+  "django-allauth[mfa,socialaccount]~=65.16.0",
   "django-auditlog~=3.4.1",
-  "django-cachalot~=2.8.0",
+  "django-cachalot~=2.9.0",
-  "django-celery-results~=2.6.0",
   "django-compression-middleware~=0.5.0",
   "django-cors-headers~=4.9.0",
   "django-extensions~=4.1",
   "django-filter~=25.1",
-  "django-guardian~=3.2.0",
+  "django-guardian~=3.3.0",
   "django-multiselectfield~=1.0.1",
+  "django-rich~=2.2.0",
   "django-soft-delete~=1.0.18",
-  "django-treenode>=0.23.2",
+  "django-treenode>=0.24",
   "djangorestframework~=3.16",
   "djangorestframework-guardian~=0.4.0",
   "drf-spectacular~=0.28",
-  "drf-spectacular-sidecar~=2025.10.1",
+  "drf-spectacular-sidecar~=2026.5.1",
   "drf-writable-nested~=0.7.1",
   "faiss-cpu>=1.10",
-  "filelock~=3.20.0",
+  "filelock~=3.29.0",
   "flower~=2.0.1",
-  "gotenberg-client~=0.13.1",
+  "gotenberg-client~=0.14.0",
   "httpx-oauth~=0.16",
-  "imap-tools~=1.11.0",
+  "ijson>=3.2",
+  "imap-tools~=1.12.1",
   "jinja2~=3.1.5",
   "langdetect~=1.0.9",
-  "llama-index-core>=0.14.12",
+  "llama-index-core>=0.14.21",
   "llama-index-embeddings-huggingface>=0.6.1",
-  "llama-index-embeddings-openai>=0.5.1",
+  "llama-index-embeddings-ollama>=0.9",
+  "llama-index-embeddings-openai-like>=0.2.2",
   "llama-index-llms-ollama>=0.9.1",
-  "llama-index-llms-openai>=0.6.13",
+  "llama-index-llms-openai-like>=0.7.1",
   "llama-index-vector-stores-faiss>=0.5.2",
   "nltk~=3.9.1",
-  "ocrmypdf~=16.13.0",
+  "ocrmypdf~=17.4.2",
-  "openai>=1.76",
+  "openai>=2.32",
   "pathvalidate~=3.3.1",
   "pdf2image~=1.17.0",
   "python-dateutil~=2.9.0",
@@ -68,77 +68,75 @@ dependencies = [
   "python-gnupg~=0.5.4",
   "python-ipware~=3.0.0",
   "python-magic~=0.4.27",
-  "pyzbar~=0.1.9",
+  "rapidfuzz~=3.14.5",
-  "rapidfuzz~=3.14.0",
   "redis[hiredis]~=5.2.1",
-  "regex>=2025.9.18",
+  "regex>=2026.4.4",
-  "scikit-learn~=1.7.0",
+  "scikit-learn~=1.8.0",
-  "sentence-transformers>=4.1",
+  "sentence-transformers>=5.4.1",
   "setproctitle~=1.3.4",
-  "tika-client~=0.10.0",
+  "tantivy~=0.26.0",
-  "torch~=2.9.1",
+  "tika-client~=0.11.0",
-  "tqdm~=4.67.1",
+  "torch~=2.11.0",
   "watchfiles>=1.1.1",
-  "whitenoise~=6.9",
+  "whitenoise~=6.11",
-  "whoosh-reloaded>=2.7.5",
+  "zxing-cpp~=3.0.0",
-  "zxing-cpp~=2.3.0",
 ]
-
+[project.optional-dependencies]
-optional-dependencies.mariadb = [
+mariadb = [
   "mysqlclient~=2.2.7",
 ]
-optional-dependencies.postgres = [
+postgres = [
-  "psycopg[c,pool]==3.2.12",
+  "psycopg[c,pool]==3.3",
   # Direct dependency for proper resolution of the pre-built wheels
-  "psycopg-c==3.2.12",
+  "psycopg-c==3.3",
   "psycopg-pool==3.3",
 ]
-optional-dependencies.webserver = [
+webserver = [
-  "granian[uvloop]~=2.5.1",
+  "granian[uvloop]~=2.7.0",
 ]
 
 [dependency-groups]
-
 dev = [
-  { "include-group" = "docs" },
+  { include-group = "docs" },
-  { "include-group" = "testing" },
+  { include-group = "lint" },
-  { "include-group" = "lint" },
+  { include-group = "testing" },
 ]
-
 docs = [
-  "mkdocs-glightbox~=0.5.1",
+  "zensical>=0.0.36",
-  "mkdocs-material~=9.7.0",
+]
+lint = [
+  "prek~=0.3.10",
+  "ruff~=0.15.12",
 ]
-
 testing = [
   "daphne",
   "factory-boy~=3.3.1",
+  "faker~=40.15.0",
   "imagehash",
-  "pytest~=8.4.1",
+  "pytest~=9.0.3",
-  "pytest-cov~=7.0.0",
+  "pytest-cov~=7.1.0",
-  "pytest-django~=4.11.1",
+  "pytest-django~=4.12.0",
-  "pytest-env",
+  "pytest-env~=1.6.0",
   "pytest-httpx",
-  "pytest-mock",
+  "pytest-mock~=3.15.1",
-  "pytest-rerunfailures",
+  # "pytest-randomly~=4.0.1",
+  "pytest-rerunfailures~=16.1",
   "pytest-sugar",
-  "pytest-xdist",
+  "pytest-xdist~=3.8.0",
+  "time-machine>=2.13",
 ]
-
-lint = [
-  "pre-commit~=4.5.1",
-  "pre-commit-uv~=4.2.0",
-  "ruff~=0.14.0",
-]
-
 typing = [
   "celery-types",
   "django-filter-stubs",
   "django-stubs[compatible-mypy]",
   "djangorestframework-stubs[compatible-mypy]",
   "lxml-stubs",
+  "microsoft-python-type-stubs @ git+https://github.com/microsoft/python-type-stubs.git",
   "mypy",
+  "mypy-baseline",
+  "pyrefly",
   "types-bleach",
+  "types-channels",
   "types-colorama",
   "types-dateparser",
   "types-markdown",
@@ -146,40 +144,33 @@ typing = [
   "types-python-dateutil",
   "types-pytz",
   "types-redis",
-  "types-setuptools",
+  "types-regex",
-  "types-tqdm",
+  "types-setuptools"
 ]
 
 [tool.uv]
-required-version = ">=0.5.14"
+required-version = ">=0.9.0"
-package = false
 environments = [
   "sys_platform == 'darwin'",
   "sys_platform == 'linux'",
 ]
-
+package = false
-[tool.uv.sources]
-# Markers are chosen to select these almost exclusively when building the Docker image
-psycopg-c = [
-  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-bookworm-3.2.12/psycopg_c-3.2.12-cp312-cp312-linux_x86_64.whl", marker = "sys_platform == 'linux' and platform_machine == 'x86_64' and python_version == '3.12'" },
-  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-bookworm-3.2.12/psycopg_c-3.2.12-cp312-cp312-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.12'" },
-]
-zxing-cpp = [
-  { url = "https://github.com/paperless-ngx/builder/releases/download/zxing-2.3.0/zxing_cpp-2.3.0-cp312-cp312-linux_x86_64.whl", marker = "sys_platform == 'linux' and platform_machine == 'x86_64' and python_version == '3.12'" },
-  { url = "https://github.com/paperless-ngx/builder/releases/download/zxing-2.3.0/zxing_cpp-2.3.0-cp312-cp312-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.12'" },
-]
-
-torch = [
-  { index = "pytorch-cpu" },
-]
-
 [[tool.uv.index]]
 name = "pytorch-cpu"
 url = "https://download.pytorch.org/whl/cpu"
 explicit = true
+[tool.uv.sources]
+# Markers are chosen to select these almost exclusively when building the Docker image
+psycopg-c = [
+  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.0/psycopg_c-3.3.0-cp312-cp312-linux_x86_64.whl", marker = "sys_platform == 'linux' and platform_machine == 'x86_64' and python_version == '3.12'" },
+  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.0/psycopg_c-3.3.0-cp312-cp312-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.12'" },
+]
+torch = [
+  { index = "pytorch-cpu" },
+]
 
 [tool.ruff]
-target-version = "py310"
+target-version = "py311"
 line-length = 88
 src = [
   "src",
@@ -188,10 +179,12 @@ respect-gitignore = true
 # https://docs.astral.sh/ruff/settings/
 fix = true
 show-fixes = true
-
 output-format = "grouped"
+[tool.ruff.format]
+line-ending = "lf"
+[tool.ruff.lint]
 # https://docs.astral.sh/ruff/rules/
-lint.extend-select = [
+extend-select = [
   "COM",  # https://docs.astral.sh/ruff/rules/#flake8-commas-com
   "DJ",   # https://docs.astral.sh/ruff/rules/#flake8-django-dj
   "EXE",  # https://docs.astral.sh/ruff/rules/#flake8-executable-exe
@@ -216,102 +209,52 @@ lint.extend-select = [
   "UP",   # https://docs.astral.sh/ruff/rules/#pyupgrade-up
   "W",    # https://docs.astral.sh/ruff/rules/#pycodestyle-e-w
 ]
-lint.ignore = [
+ignore = [
   "DJ001",
   "PLC0415",
   "RUF012",
   "SIM105",
 ]
 # Migrations
-lint.per-file-ignores."*/migrations/*.py" = [
+per-file-ignores."*/migrations/*.py" = [
   "E501",
   "SIM",
   "T201",
 ]
 # Testing
-lint.per-file-ignores."*/tests/*.py" = [
+per-file-ignores."*/tests/*.py" = [
   "E501",
   "SIM117",
 ]
-lint.per-file-ignores.".github/scripts/*.py" = [
+per-file-ignores.".github/scripts/*.py" = [
   "E501",
   "INP001",
   "SIM117",
 ]
 # Docker specific
-lint.per-file-ignores."docker/rootfs/usr/local/bin/wait-for-redis.py" = [
+per-file-ignores."docker/rootfs/usr/local/bin/wait-for-redis.py" = [
   "INP001",
   "T201",
 ]
-lint.per-file-ignores."docker/wait-for-redis.py" = [
+per-file-ignores."docker/wait-for-redis.py" = [
   "INP001",
   "T201",
 ]
-lint.per-file-ignores."src/documents/models.py" = [
+per-file-ignores."src/documents/models.py" = [
   "SIM115",
 ]
-lint.per-file-ignores."src/paperless_tesseract/tests/test_parser.py" = [
+isort.force-single-line = true
-  "RUF001",
-]
-lint.isort.force-single-line = true
 
 [tool.codespell]
 write-changes = true
 ignore-words-list = "criterias,afterall,valeu,ureue,equest,ure,assertIn,Oktober,commitish"
-skip = "src-ui/src/locale/*,src-ui/pnpm-lock.yaml,src-ui/e2e/*,src/paperless_mail/tests/samples/*,src/documents/tests/samples/*,*.po,*.json"
+skip = """\
+  src-ui/src/locale/*,src-ui/pnpm-lock.yaml,src-ui/e2e/*,src/paperless_mail/tests/samples/*,src/paperless/tests/samples\
+  /mail/*,src/documents/tests/samples/*,*.po,*.json\
+  """
 
-[tool.pytest.ini_options]
+[tool.pyproject-fmt]
-minversion = "8.0"
+table_format = "long"
-pythonpath = [
-  "src",
-]
-testpaths = [
-  "src/documents/tests/",
-  "src/paperless/tests/",
-  "src/paperless_mail/tests/",
-  "src/paperless_tesseract/tests/",
-  "src/paperless_tika/tests",
-  "src/paperless_text/tests/",
-  "src/paperless_remote/tests/",
-  "src/paperless_ai/tests",
-]
-addopts = [
-  "--pythonwarnings=all",
-  "--cov",
-  "--cov-report=html",
-  "--cov-report=xml",
-  "--numprocesses=auto",
-  "--maxprocesses=16",
-  "--quiet",
-  "--durations=50",
-  "--junitxml=junit.xml",
-  "-o junit_family=legacy",
-]
-norecursedirs = [ "src/locale/", ".venv/", "src-ui/" ]
-
-DJANGO_SETTINGS_MODULE = "paperless.settings"
-
-[tool.pytest_env]
-PAPERLESS_DISABLE_DBHANDLER = "true"
-PAPERLESS_CACHE_BACKEND = "django.core.cache.backends.locmem.LocMemCache"
-
-[tool.coverage.run]
-source = [
-  "src/",
-]
-omit = [
-  "*/tests/*",
-  "manage.py",
-  "paperless/wsgi.py",
-  "paperless/auth.py",
-]
-
-[tool.coverage.report]
-exclude_also = [
-  "if settings.AUDIT_LOG_ENABLED:",
-  "if AUDIT_LOG_ENABLED:",
-  "if TYPE_CHECKING:",
-]
 
 [tool.mypy]
 mypy_path = "src"
@@ -326,5 +269,81 @@ disallow_untyped_defs = true
 warn_redundant_casts = true
 warn_unused_ignores = true
 
+[tool.pyrefly]
+search-path = [ "src" ]
+baseline = ".pyrefly-baseline.json"
+python-platform = "linux"
+
 [tool.django-stubs]
 django_settings_module = "paperless.settings"
+
+[tool.pytest]
+minversion = "9.0"
+pythonpath = [ "src" ]
+strict_config = true
+strict_markers = true
+strict_parametrization_ids = true
+strict_xfail = true
+testpaths = [
+  "src/documents/tests/",
+  "src/paperless/tests/",
+  "src/paperless_mail/tests/",
+  "src/paperless_ai/tests",
+]
+addopts = [
+  "--pythonwarnings=all",
+  "--cov",
+  "--cov-report=html",
+  "--cov-report=xml",
+  "--numprocesses=auto",
+  "--maxprocesses=16",
+  "--dist=loadscope",
+  "--durations=50",
+  "--durations-min=0.5",
+  "--junitxml=junit.xml",
+  "-o",
+  "junit_family=legacy",
+]
+norecursedirs = [ "src/locale/", ".venv/", "src-ui/" ]
+DJANGO_SETTINGS_MODULE = "paperless.settings"
+markers = [
+  "live: Integration tests requiring external services (Gotenberg, Tika, nginx, etc)",
+  "nginx: Tests that make HTTP requests to the local nginx service",
+  "gotenberg: Tests requiring Gotenberg service",
+  "tika: Tests requiring Tika service",
+  "greenmail: Tests requiring Greenmail service",
+  "date_parsing: Tests which cover date parsing from content or filename",
+  "management: Tests which cover management commands/functionality",
+  "search: Tests for the Tantivy search backend",
+  "api: Tests for REST API endpoints",
+]
+
+[tool.pytest_env]
+PAPERLESS_SECRET_KEY = "test-secret-key-do-not-use-in-production"
+PAPERLESS_DISABLE_DBHANDLER = "true"
+PAPERLESS_CACHE_BACKEND = "django.core.cache.backends.locmem.LocMemCache"
+PAPERLESS_CHANNELS_BACKEND = "channels.layers.InMemoryChannelLayer"
+# I don't think anything hits this, but just in case, basically infinite
+PAPERLESS_TOKEN_THROTTLE_RATE = "1000/min"
+
+[tool.coverage.report]
+exclude_also = [
+  "if settings.AUDIT_LOG_ENABLED:",
+  "if AUDIT_LOG_ENABLED:",
+  "if TYPE_CHECKING:",
+]
+[tool.coverage.run]
+source = [
+  "src/",
+]
+omit = [
+  "*/tests/*",
+  "manage.py",
+  "paperless/wsgi.py",
+  "paperless/auth.py",
+]
+
+[tool.mypy-baseline]
+baseline_path = ".mypy-baseline.txt"
+sort_baseline = true
+ignore_categories = [ "note" ]

resources/logo.txt

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