New Crowdin translations by GitHub Action

Added a new --url argument to specify the base URL of the Paperless instance, allowing matched documents to be displayed as clickable links. Updated the logic to fetch document titles based on the presence of the base URL.

docs/administration.md

@@ -699,6 +699,7 @@ document_fuzzy_match [--ratio] [--processes N]
 | --ratio     | No       | 85.0                | a number between 0 and 100, setting how similar a document must be for it to be reported. Higher numbers mean more similarity. |
 | --processes | No       | 1/4 of system cores | Number of processes to use for matching. Setting 1 disables multiple processes                                                 |
 | --delete    | No       | False               | If provided, one document of a matched pair above the ratio will be deleted.                                                   |
+| --url       | No       | blank               | If an instance URL is provided, the output table will show URLs to each documents instead of the document ID and name.         |
 
 !!! warning
 

docs/configuration.md

@@ -948,10 +948,11 @@ for display in the web interface.
 
     !!! note
 
-        The **remote OCR parser** (Azure AI) always produces a searchable
+        The **remote OCR parser** (Azure AI) also honors this setting: when
-        PDF and stores it as the archive copy, regardless of this setting.
+        no archive is requested (`never`, or `auto` with a born-digital PDF),
-        `ARCHIVE_FILE_GENERATION=never` has no effect when the remote
+        the remote engine is skipped entirely and locally-extracted text is
-        parser handles a document.
+        used instead, avoiding an unnecessary API call and a duplicate text
+        layer.
 
 #### [`PAPERLESS_OCR_CLEAN=<mode>`](#PAPERLESS_OCR_CLEAN) {#PAPERLESS_OCR_CLEAN}
 

docs/migration-v3.md

@@ -187,10 +187,11 @@ PAPERLESS_ARCHIVE_FILE_GENERATION=auto
 
 ### Remote OCR parser
 
-If you use the **remote OCR parser** (Azure AI), note that it always produces a
+If you use the **remote OCR parser** (Azure AI), `ARCHIVE_FILE_GENERATION` is
-searchable PDF and stores it as the archive copy. `ARCHIVE_FILE_GENERATION=never`
+honored the same way as for the local engine: when no archive is requested
-has no effect for documents handled by the remote parser - the archive is produced
+(`never`, or `auto` with a born-digital PDF), the remote engine is skipped
-unconditionally by the remote engine.
+entirely and locally-extracted text is used instead, avoiding an unnecessary
+API call and a duplicate text layer.
 
 ## Search Index (Whoosh -> Tantivy)
 

docs/usage.md

@@ -576,7 +576,9 @@ The following workflow action types are available:
 - Tags, correspondent, document type and storage path
 - Document owner
 - View and / or edit permissions to users or groups
-- Custom fields. Note that no value for the field will be set
+- Custom fields, optionally with a value. If no value is set, the field is only added to the
+  document and any value it may already have is left untouched. If a value is set, it will
+  overwrite an existing value of that field on the document.
 
 ##### Removal {#workflow-action-removal}
 

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

@@ -111,7 +111,7 @@
                     routerLinkActive="active" (click)="closeMenu()" [ngbPopover]="view.name"
                     [disablePopover]="!slimSidebarEnabled" placement="end" container="body" triggers="mouseenter:mouseleave"
                     popoverClass="popover-slim">
-                    <i-bs class="me-2" name="funnel"></i-bs><span><div class="d-inline-flex view-name"><span class="overflow-hidden" [class.text-wrap]="!slimSidebarEnabled">{{view.name}}</span></div>
+                    <i-bs class="me-2" [name]="view.icon || 'funnel'"></i-bs><span><div class="d-inline-flex view-name"><span class="overflow-hidden" [class.text-wrap]="!slimSidebarEnabled">{{view.name}}</span></div>
                         @if (showSidebarCounts && !slimSidebarEnabled) {
                           <span class="badge bg-info text-dark ms-2 d-inline">{{ savedViewService.getDocumentCount(view) }}</span>
                         }

src-ui/src/app/components/common/input/custom-fields-values/custom-fields-values.component.spec.ts

@@ -52,10 +52,10 @@ describe('CustomFieldsValuesComponent', () => {
   })
 
   it('should set selectedFields and map values correctly', () => {
-    component.value = { 1: 'value1' }
+    component.value = { 1: 'value1', 3: 0, 4: false }
-    component.selectedFields = [1, 2]
+    component.selectedFields = [1, 2, 3, 4]
-    expect(component.selectedFields).toEqual([1, 2])
+    expect(component.selectedFields).toEqual([1, 2, 3, 4])
-    expect(component.value).toEqual({ 1: 'value1', 2: null })
+    expect(component.value).toEqual({ 1: 'value1', 2: null, 3: 0, 4: false })
   })
 
   it('should return the correct custom field by id', () => {

src-ui/src/app/components/common/input/custom-fields-values/custom-fields-values.component.ts

@@ -77,7 +77,7 @@ export class CustomFieldsValuesComponent extends AbstractInputComponent<Object>
     this._selectedFields = newFields
     // map the selected fields to an object with field_id as key and value as value
     this.value = newFields.reduce((acc, fieldId) => {
-      acc[fieldId] = this.value?.[fieldId] || null
+      acc[fieldId] = this.value?.[fieldId] ?? null
       return acc
     }, {})
     this.onChange(this.value)

src-ui/src/app/components/common/input/select/select.component.html

@@ -36,7 +36,16 @@
           (focus)="clearLastSearchTerm()"
           (clear)="clearLastSearchTerm()"
           (blur)="onBlur()">
+          <ng-template ng-label-tmp let-item="item">
+            @if (iconField && item[iconField]) {
+              <i-bs class="me-2" [name]="item[iconField]"></i-bs>
+            }
+            <span [title]="item[bindLabel]">{{item[bindLabel]}}</span>
+          </ng-template>
           <ng-template ng-option-tmp let-item="item">
+              @if (iconField && item[iconField]) {
+                <i-bs class="me-2" [name]="item[iconField]"></i-bs>
+              }
               <span [title]="item[bindLabel]">{{item[bindLabel]}}</span>
           </ng-template>
         </ng-select>

src-ui/src/app/components/common/input/select/select.component.ts

@@ -35,7 +35,7 @@ import { AbstractInputComponent } from '../abstract-input'
     NgxBootstrapIconsModule,
   ],
 })
-export class SelectComponent extends AbstractInputComponent<number> {
+export class SelectComponent extends AbstractInputComponent<number | string> {
   constructor() {
     super()
     this.addItemRef = this.addItem.bind(this)
@@ -100,6 +100,9 @@ export class SelectComponent extends AbstractInputComponent<number> {
   @Input()
   bindLabel: string = 'name'
 
+  @Input()
+  iconField: string
+
   public searchFn = (term: string, item: any): boolean =>
     matchesSearchText(item?.[this.bindLabel], term)
 

src-ui/src/app/components/dashboard/widgets/saved-view-widget/saved-view-widget.component.html

@@ -1,6 +1,7 @@
 <pngx-widget-frame
   *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }"
   [title]="savedView.name"
+  [titleIcon]="savedView.icon || 'funnel'"
   [loading]="false"
   [draggable]="savedView"
   >

src-ui/src/app/components/dashboard/widgets/widget-frame/widget-frame.component.html

@@ -8,7 +8,12 @@
               <i-bs name="grip-vertical"></i-bs>
             </div>
           }
-          <h6 class="card-title mb-0">{{title()}}</h6>
+          <h6 class="card-title mb-0">
+            @if (titleIcon()) {
+              <i-bs class="me-2" [name]="titleIcon()"></i-bs>
+            }
+            {{title()}}
+          </h6>
           <ng-content select="[title-badge]"></ng-content>
           @if (badge() !== null && badge() !== undefined) {
             <span class="badge bg-info text-dark ms-2">{{badge()}}</span>

src-ui/src/app/components/dashboard/widgets/widget-frame/widget-frame.component.ts

@@ -16,6 +16,8 @@ export class WidgetFrameComponent implements AfterViewInit {
 
   title = input<string>()
 
+  titleIcon = input<string>()
+
   draggable = input<any>()
 
   cardless = input(false)

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

@@ -97,7 +97,9 @@
     <div class="dropdown-menu shadow dropdown-menu-right" ngbDropdownMenu>
       @if (!list.activeSavedViewId) {
         @for (view of savedViewService.allViews; track view) {
-          <button ngbDropdownItem (click)="loadViewConfig(view.id)">{{view.name}}</button>
+          <button ngbDropdownItem (click)="loadViewConfig(view.id)">
+            <i-bs class="me-2" [name]="view.icon || 'funnel'"></i-bs>{{view.name}}
+          </button>
         }
         @if (savedViewService.allViews.length > 0) {
           <div class="dropdown-divider"></div>

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

@@ -457,6 +457,7 @@ export class DocumentListComponent
       modal.componentInstance.buttonsEnabled.set(false)
       let savedView: SavedView = {
         name: formValue.name,
+        icon: formValue.icon,
         filter_rules: this.list.filterRules,
         sort_reverse: this.list.sortReverse,
         sort_field: this.list.sortField,

src-ui/src/app/components/document-list/save-view-config-dialog/save-view-config-dialog.component.html

@@ -6,6 +6,14 @@
   </div>
   <div class="modal-body">
     <pngx-input-text i18n-title title="Name" formControlName="name" [error]="error()?.name" autocomplete="off"></pngx-input-text>
+    <pngx-input-select
+      i18n-title
+      title="Icon"
+      formControlName="icon"
+      [items]="savedViewIcons"
+      iconField="icon"
+      [error]="error()?.icon">
+    </pngx-input-select>
     <pngx-input-check i18n-title title="Show in sidebar" formControlName="showInSideBar"></pngx-input-check>
     <pngx-input-check i18n-title title="Show on dashboard" formControlName="showOnDashboard"></pngx-input-check>
     <pngx-permissions-form accordion="true" formControlName="permissions_form"></pngx-permissions-form>

src-ui/src/app/components/document-list/save-view-config-dialog/save-view-config-dialog.component.spec.ts

@@ -9,6 +9,7 @@ import { CheckComponent } from '../../common/input/check/check.component'
 import { PermissionsFormComponent } from '../../common/input/permissions/permissions-form/permissions-form.component'
 import { PermissionsGroupComponent } from '../../common/input/permissions/permissions-group/permissions-group.component'
 import { PermissionsUserComponent } from '../../common/input/permissions/permissions-user/permissions-user.component'
+import { SelectComponent } from '../../common/input/select/select.component'
 import { TextComponent } from '../../common/input/text/text.component'
 import { SaveViewConfigDialogComponent } from './save-view-config-dialog.component'
 
@@ -40,6 +41,7 @@ describe('SaveViewConfigDialogComponent', () => {
         ReactiveFormsModule,
         SaveViewConfigDialogComponent,
         TextComponent,
+        SelectComponent,
         CheckComponent,
         PermissionsFormComponent,
         PermissionsUserComponent,
@@ -63,6 +65,7 @@ describe('SaveViewConfigDialogComponent', () => {
     expect(component.defaultName()).toEqual(name)
     expect(result).toEqual({
       name,
+      icon: 'funnel',
       showInSideBar: false,
       showOnDashboard: false,
     })
@@ -94,6 +97,7 @@ describe('SaveViewConfigDialogComponent', () => {
     component.save()
     expect(result).toEqual({
       name,
+      icon: 'funnel',
       showInSideBar: true,
       showOnDashboard: true,
     })
@@ -113,6 +117,7 @@ describe('SaveViewConfigDialogComponent', () => {
     component.save()
     expect(result).toEqual({
       name: '',
+      icon: 'funnel',
       showInSideBar: false,
       showOnDashboard: false,
       permissions_form: permissions,

src-ui/src/app/components/document-list/save-view-config-dialog/save-view-config-dialog.component.ts

@@ -13,9 +13,14 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import {
+  DEFAULT_SAVED_VIEW_ICON,
+  SAVED_VIEW_ICONS,
+} from 'src/app/data/saved-view-icons'
 import { User } from 'src/app/data/user'
 import { CheckComponent } from '../../common/input/check/check.component'
 import { PermissionsFormComponent } from '../../common/input/permissions/permissions-form/permissions-form.component'
+import { SelectComponent } from '../../common/input/select/select.component'
 import { TextComponent } from '../../common/input/text/text.component'
 
 @Component({
@@ -24,6 +29,7 @@ import { TextComponent } from '../../common/input/text/text.component'
   styleUrls: ['./save-view-config-dialog.component.scss'],
   imports: [
     CheckComponent,
+    SelectComponent,
     TextComponent,
     PermissionsFormComponent,
     FormsModule,
@@ -41,6 +47,7 @@ export class SaveViewConfigDialogComponent implements OnInit {
   public saveClicked = new EventEmitter()
 
   users: User[]
+  readonly savedViewIcons = SAVED_VIEW_ICONS
 
   setDefaultName(value: string) {
     this.defaultName.set(value)
@@ -49,6 +56,7 @@ export class SaveViewConfigDialogComponent implements OnInit {
 
   saveViewConfigForm = new FormGroup({
     name: new FormControl(''),
+    icon: new FormControl(DEFAULT_SAVED_VIEW_ICON),
     showInSideBar: new FormControl(false),
     showOnDashboard: new FormControl(false),
     permissions_form: new FormControl(null),
@@ -65,6 +73,7 @@ export class SaveViewConfigDialogComponent implements OnInit {
     const formValue = this.saveViewConfigForm.value
     const saveViewConfig = {
       name: formValue.name,
+      icon: formValue.icon,
       showInSideBar: formValue.showInSideBar,
       showOnDashboard: formValue.showOnDashboard,
     }

src-ui/src/app/components/manage/saved-views/saved-views.component.html

@@ -7,15 +7,24 @@
 </pngx-page-header>
 <form [formGroup]="savedViewsForm" (ngSubmit)="save()">
   <ul class="list-group mb-3" formGroupName="savedViews">
-    @for (view of savedViews(); track view) {
+    @for (view of pagedSavedViews(); track view) {
       <li class="list-group-item py-3">
       <div [formGroupName]="view.id">
         <div class="row">
-          <div class="col">
+          <div class="col-md">
             <pngx-input-text title="Name" formControlName="name"></pngx-input-text>
           </div>
+          <div class="col-md">
+            <pngx-input-select
+            i18n-title
+            title="Icon"
+            formControlName="icon"
+            [items]="savedViewIcons"
+            iconField="icon">
+            </pngx-input-select>
+          </div>
           @if (canSaveSettings) {
-            <div class="col">
+            <div class="col-md">
               <div class="form-check form-switch mt-3">
                 <input type="checkbox" class="form-check-input" id="show_on_dashboard_{{view.id}}" formControlName="show_on_dashboard">
                 <label class="form-check-label" for="show_on_dashboard_{{view.id}}" i18n>Show on dashboard</label>
@@ -81,6 +90,11 @@
     }
   </ul>
 
+  <div class="d-flex align-items-center mb-3">
     <button type="button" (click)="reset()" class="btn btn-outline-secondary mb-2" [disabled]="(isDirty$ | async) === false" i18n>Cancel</button>
     <button type="submit" class="btn btn-primary ms-2 mb-2" [disabled]="(isDirty$ | async) === false" i18n>Save</button>
+    @if (savedViews()?.length > pageSize) {
+      <ngb-pagination class="ms-auto" [pageSize]="pageSize" [collectionSize]="savedViews().length" [page]="page()" [maxSize]="5" (pageChange)="page.set($event)" size="sm" aria-label="Pagination"></ngb-pagination>
+    }
+  </div>
 </form>

src-ui/src/app/components/manage/saved-views/saved-views.component.spec.ts

@@ -4,6 +4,7 @@ import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { signal } from '@angular/core'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
+import { By } from '@angular/platform-browser'
 import { NgbModal, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { Subject, of, throwError } from 'rxjs'
@@ -25,8 +26,20 @@ import { PageHeaderComponent } from '../../common/page-header/page-header.compon
 import { SavedViewsComponent } from './saved-views.component'
 
 const savedViews = [
-  { id: 1, name: 'view1', show_in_sidebar: true, show_on_dashboard: true },
+  {
-  { id: 2, name: 'view2', show_in_sidebar: false, show_on_dashboard: false },
+    id: 1,
+    name: 'view1',
+    icon: 'archive',
+    show_in_sidebar: true,
+    show_on_dashboard: true,
+  },
+  {
+    id: 2,
+    name: 'view2',
+    icon: 'funnel',
+    show_in_sidebar: false,
+    show_on_dashboard: false,
+  },
 ]
 
 describe('SavedViewsComponent', () => {
@@ -157,6 +170,24 @@ describe('SavedViewsComponent', () => {
     expect(patchBody.show_in_sidebar).toBeUndefined()
   })
 
+  it('should persist a changed icon', () => {
+    const patchSpy = jest.spyOn(savedViewService, 'patchMany')
+    const view = savedViews[0]
+    const iconControl = component.savedViewsForm
+      .get('savedViews')
+      .get(view.id.toString())
+      .get('icon')
+
+    iconControl.setValue('bell')
+    iconControl.markAsDirty()
+    component.save()
+
+    expect(patchSpy.mock.calls[0][0][0]).toMatchObject({
+      id: view.id,
+      icon: 'bell',
+    })
+  })
+
   it('should persist visibility changes to user settings', () => {
     const patchSpy = jest.spyOn(savedViewService, 'patchMany')
     const updateVisibilitySpy = jest
@@ -222,6 +253,44 @@ describe('SavedViewsComponent', () => {
     ).toEqual(view.show_on_dashboard)
   })
 
+  it('should page saved views, clamp the page if views are removed', () => {
+    const manyViews = Array.from({ length: 30 }, (_, i) => ({
+      id: i + 1,
+      name: `view${i + 1}`,
+    })) as SavedView[]
+    const listSpy = jest.spyOn(savedViewService, 'list').mockReturnValue(
+      of({
+        all: manyViews.map((v) => v.id),
+        count: manyViews.length,
+        results: manyViews.concat([]),
+      })
+    )
+    component.ngOnInit()
+    fixture.detectChanges()
+    expect(listSpy).toHaveBeenCalledWith(1, 100000, null, false, {
+      full_perms: true,
+    })
+    expect(component.pagedSavedViews()).toHaveLength(25)
+    expect(fixture.debugElement.query(By.css('ngb-pagination'))).not.toBeNull()
+    // all views have controls, not just the current page
+    expect(
+      Object.keys(component.savedViewsForm.get('savedViews').value)
+    ).toHaveLength(30)
+
+    component.page.set(2)
+    expect(component.pagedSavedViews()).toHaveLength(5)
+
+    listSpy.mockReturnValue(
+      of({
+        all: manyViews.slice(0, 25).map((v) => v.id),
+        count: 25,
+        results: manyViews.slice(0, 25),
+      })
+    )
+    component.ngOnInit()
+    expect(component.page()).toEqual(1)
+  })
+
   it('should support editing permissions', () => {
     const confirmClicked = new Subject<any>()
     const modalRef = {

src-ui/src/app/components/manage/saved-views/saved-views.component.ts

@@ -1,18 +1,29 @@
 import { AsyncPipe } from '@angular/common'
-import { Component, OnDestroy, OnInit, inject, signal } from '@angular/core'
+import {
+  Component,
+  OnDestroy,
+  OnInit,
+  computed,
+  inject,
+  signal,
+} from '@angular/core'
 import {
   FormControl,
   FormGroup,
   FormsModule,
   ReactiveFormsModule,
 } from '@angular/forms'
-import { NgbModal } from '@ng-bootstrap/ng-bootstrap'
+import { NgbModal, NgbPaginationModule } from '@ng-bootstrap/ng-bootstrap'
 import { dirtyCheck } from '@ngneat/dirty-check-forms'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { BehaviorSubject, Observable, of, switchMap, takeUntil } from 'rxjs'
 import { PermissionsDialogComponent } from 'src/app/components/common/permissions-dialog/permissions-dialog.component'
 import { DisplayMode } from 'src/app/data/document'
 import { SavedView } from 'src/app/data/saved-view'
+import {
+  DEFAULT_SAVED_VIEW_ICON,
+  SAVED_VIEW_ICONS,
+} from 'src/app/data/saved-view-icons'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import {
   PermissionAction,
@@ -25,6 +36,7 @@ import { ToastService } from 'src/app/services/toast.service'
 import { ConfirmButtonComponent } from '../../common/confirm-button/confirm-button.component'
 import { DragDropSelectComponent } from '../../common/input/drag-drop-select/drag-drop-select.component'
 import { NumberComponent } from '../../common/input/number/number.component'
+import { SelectComponent } from '../../common/input/select/select.component'
 import { TextComponent } from '../../common/input/text/text.component'
 import { PageHeaderComponent } from '../../common/page-header/page-header.component'
 import { LoadingComponentWithPermissions } from '../../loading-component/loading.component'
@@ -36,12 +48,14 @@ import { LoadingComponentWithPermissions } from '../../loading-component/loading
     PageHeaderComponent,
     ConfirmButtonComponent,
     NumberComponent,
+    SelectComponent,
     TextComponent,
     IfPermissionsDirective,
     DragDropSelectComponent,
     FormsModule,
     ReactiveFormsModule,
     AsyncPipe,
+    NgbPaginationModule,
     NgxBootstrapIconsModule,
   ],
 })
@@ -56,8 +70,17 @@ export class SavedViewsComponent
   private readonly modalService = inject(NgbModal)
 
   DisplayMode = DisplayMode
+  readonly savedViewIcons = SAVED_VIEW_ICONS
 
   readonly savedViews = signal<SavedView[]>(undefined)
+  readonly page = signal(1)
+  public readonly pageSize = 25
+  // All views are loaded at init, so paging is only for display
+  readonly pagedSavedViews = computed(() => {
+    const start = (this.page() - 1) * this.pageSize
+    return this.savedViews()?.slice(start, start + this.pageSize)
+  })
+
   private savedViewsGroup = new FormGroup({})
   public savedViewsForm: FormGroup = new FormGroup({
     savedViews: this.savedViewsGroup,
@@ -84,9 +107,11 @@ export class SavedViewsComponent
   private reloadViews(): void {
     this.loading.set(true)
     this.savedViewService
-      .list(null, null, null, false, { full_perms: true })
+      .list(1, 100000, null, false, { full_perms: true })
       .subscribe((r) => {
         this.savedViews.set(r.results)
+        const pageCount = Math.ceil(r.results.length / this.pageSize)
+        this.page.update((page) => Math.min(page, Math.max(1, pageCount)))
         this.initialize()
       })
   }
@@ -110,6 +135,7 @@ export class SavedViewsComponent
       storeData.savedViews[view.id.toString()] = {
         id: view.id,
         name: view.name,
+        icon: view.icon ?? DEFAULT_SAVED_VIEW_ICON,
         show_on_dashboard: view.show_on_dashboard,
         show_in_sidebar: view.show_in_sidebar,
         page_size: view.page_size,
@@ -122,6 +148,7 @@ export class SavedViewsComponent
         new FormGroup({
           id: new FormControl({ value: null, disabled: !canEdit }),
           name: new FormControl({ value: null, disabled: !canEdit }),
+          icon: new FormControl({ value: null, disabled: !canEdit }),
           show_on_dashboard: new FormControl({
             value: null,
             disabled: false,
@@ -200,6 +227,7 @@ export class SavedViewsComponent
 
       const modelFieldsChanged =
         group.get('name')?.dirty ||
+        group.get('icon')?.dirty ||
         group.get('page_size')?.dirty ||
         group.get('display_mode')?.dirty ||
         group.get('display_fields')?.dirty

src-ui/src/app/data/saved-view-icons.ts

@@ -0,0 +1,89 @@
+export const DEFAULT_SAVED_VIEW_ICON = 'funnel'
+
+export const SAVED_VIEW_ICONS = [
+  { id: 'archive', name: $localize`Archive`, icon: 'archive' },
+  { id: 'bank', name: $localize`Bank`, icon: 'bank' },
+  { id: 'basket', name: $localize`Basket`, icon: 'basket' },
+  { id: 'bell', name: $localize`Bell`, icon: 'bell' },
+  { id: 'bookmark', name: $localize`Bookmark`, icon: 'bookmark' },
+  { id: 'boxes', name: $localize`Boxes`, icon: 'boxes' },
+  { id: 'briefcase', name: $localize`Briefcase`, icon: 'briefcase' },
+  { id: 'building', name: $localize`Building`, icon: 'building' },
+  { id: 'calculator', name: $localize`Calculator`, icon: 'calculator' },
+  { id: 'calendar', name: $localize`Calendar`, icon: 'calendar' },
+  { id: 'camera', name: $localize`Camera`, icon: 'camera' },
+  {
+    id: 'card-checklist',
+    name: $localize`Checklist`,
+    icon: 'card-checklist',
+  },
+  { id: 'cash', name: $localize`Cash`, icon: 'cash' },
+  { id: 'chat-left-text', name: $localize`Chat`, icon: 'chat-left-text' },
+  { id: 'check-circle', name: $localize`Check`, icon: 'check-circle' },
+  { id: 'clipboard', name: $localize`Clipboard`, icon: 'clipboard' },
+  { id: 'clock-history', name: $localize`Clock`, icon: 'clock-history' },
+  { id: 'credit-card', name: $localize`Credit card`, icon: 'credit-card' },
+  { id: 'download', name: $localize`Download`, icon: 'download' },
+  { id: 'envelope', name: $localize`Envelope`, icon: 'envelope' },
+  {
+    id: 'exclamation-triangle',
+    name: $localize`Warning`,
+    icon: 'exclamation-triangle',
+  },
+  { id: 'file-earmark', name: $localize`File`, icon: 'file-earmark' },
+  {
+    id: 'file-earmark-check',
+    name: $localize`Checked file`,
+    icon: 'file-earmark-check',
+  },
+  {
+    id: 'file-earmark-lock',
+    name: $localize`Locked file`,
+    icon: 'file-earmark-lock',
+  },
+  {
+    id: 'file-earmark-medical',
+    name: $localize`Medical file`,
+    icon: 'file-earmark-medical',
+  },
+  {
+    id: 'file-earmark-person',
+    name: $localize`Person file`,
+    icon: 'file-earmark-person',
+  },
+  {
+    id: 'file-earmark-spreadsheet',
+    name: $localize`Spreadsheet`,
+    icon: 'file-earmark-spreadsheet',
+  },
+  { id: 'file-text', name: $localize`Text file`, icon: 'file-text' },
+  { id: 'files', name: $localize`Files`, icon: 'files' },
+  { id: 'folder', name: $localize`Folder`, icon: 'folder' },
+  { id: 'funnel', name: $localize`Filter`, icon: 'funnel' },
+  { id: 'gear', name: $localize`Gear`, icon: 'gear' },
+  { id: 'globe2', name: $localize`Globe`, icon: 'globe2' },
+  { id: 'hash', name: $localize`Hash`, icon: 'hash' },
+  { id: 'heart', name: $localize`Heart`, icon: 'heart' },
+  { id: 'house', name: $localize`House`, icon: 'house' },
+  { id: 'inbox', name: $localize`Inbox`, icon: 'inbox' },
+  { id: 'journals', name: $localize`Journals`, icon: 'journals' },
+  { id: 'list-task', name: $localize`Task list`, icon: 'list-task' },
+  { id: 'newspaper', name: $localize`Newspaper`, icon: 'newspaper' },
+  { id: 'paperclip', name: $localize`Attachment`, icon: 'paperclip' },
+  { id: 'people', name: $localize`People`, icon: 'people' },
+  { id: 'person', name: $localize`Person`, icon: 'person' },
+  { id: 'printer', name: $localize`Printer`, icon: 'printer' },
+  { id: 'receipt', name: $localize`Receipt`, icon: 'receipt' },
+  { id: 'safe', name: $localize`Safe`, icon: 'safe' },
+  { id: 'search', name: $localize`Search`, icon: 'search' },
+  { id: 'send', name: $localize`Send`, icon: 'send' },
+  { id: 'shop', name: $localize`Shop`, icon: 'shop' },
+  { id: 'stack', name: $localize`Stack`, icon: 'stack' },
+  { id: 'stars', name: $localize`Stars`, icon: 'stars' },
+  { id: 'tag', name: $localize`Tag`, icon: 'tag' },
+  { id: 'tags', name: $localize`Tags`, icon: 'tags' },
+  { id: 'telephone', name: $localize`Telephone`, icon: 'telephone' },
+  { id: 'truck', name: $localize`Truck`, icon: 'truck' },
+  { id: 'upc-scan', name: $localize`Barcode`, icon: 'upc-scan' },
+  { id: 'wallet2', name: $localize`Wallet`, icon: 'wallet2' },
+]

src-ui/src/app/data/saved-view.ts

@@ -5,6 +5,8 @@ import { ObjectWithPermissions } from './object-with-permissions'
 export interface SavedView extends ObjectWithPermissions {
   name?: string
 
+  icon?: string
+
   show_on_dashboard?: boolean
 
   show_in_sidebar?: boolean

src-ui/src/main.ts

@@ -35,19 +35,27 @@ import {
   arrowRightShort,
   arrowUpRight,
   asterisk,
+  bank,
+  basket,
   bell,
   bodyText,
+  bookmark,
   boxArrowUp,
   boxArrowUpRight,
   boxes,
   braces,
+  briefcase,
+  building,
+  calculator,
   calendar,
   calendarEvent,
   calendarEventFill,
+  camera,
   cardChecklist,
   cardHeading,
   caretDown,
   caretUp,
+  cash,
   chatLeftText,
   chatSquareDots,
   check,
@@ -65,6 +73,7 @@ import {
   clipboardCheckFill,
   clipboardFill,
   clockHistory,
+  creditCard,
   dash,
   dashCircle,
   diagram3,
@@ -83,9 +92,12 @@ import {
   fileEarmarkDiff,
   fileEarmarkFill,
   fileEarmarkLock,
+  fileEarmarkMedical,
   fileEarmarkMinus,
+  fileEarmarkPerson,
   fileEarmarkPlus,
   fileEarmarkRichtext,
+  fileEarmarkSpreadsheet,
   fileText,
   files,
   filter,
@@ -93,12 +105,15 @@ import {
   folderFill,
   funnel,
   gear,
+  globe2,
   google,
   grid,
   gripVertical,
   hash,
   hddStack,
+  heart,
   house,
+  inbox,
   infoCircle,
   journals,
   link,
@@ -106,7 +121,9 @@ import {
   listTask,
   listUl,
   microsoft,
+  newspaper,
   nodePlus,
+  paperclip,
   pencil,
   people,
   peopleFill,
@@ -121,9 +138,12 @@ import {
   plusCircle,
   printer,
   questionCircle,
+  receipt,
+  safe,
   scissors,
   search,
   send,
+  shop,
   slashCircle,
   sliders2Vertical,
   sortAlphaDown,
@@ -133,14 +153,17 @@ import {
   tag,
   tagFill,
   tags,
+  telephone,
   textIndentLeft,
   textLeft,
   threeDots,
   threeDotsVertical,
   trash,
+  truck,
   uiRadios,
   unlock,
   upcScan,
+  wallet2,
   windowStack,
   x,
   xCircle,
@@ -258,15 +281,22 @@ const icons = {
   arrowRightShort,
   arrowUpRight,
   asterisk,
+  bank,
+  basket,
   bell,
   braces,
   bodyText,
+  bookmark,
   boxArrowUp,
   boxArrowUpRight,
   boxes,
+  briefcase,
+  building,
+  calculator,
   calendar,
   calendarEvent,
   calendarEventFill,
+  camera,
   cardChecklist,
   cardHeading,
   caretDown,
@@ -288,6 +318,8 @@ const icons = {
   clipboardCheckFill,
   clipboardFill,
   clockHistory,
+  cash,
+  creditCard,
   dash,
   dashCircle,
   diagram3,
@@ -306,9 +338,12 @@ const icons = {
   fileEarmarkDiff,
   fileEarmarkFill,
   fileEarmarkLock,
+  fileEarmarkMedical,
   fileEarmarkMinus,
+  fileEarmarkPerson,
   fileEarmarkPlus,
   fileEarmarkRichtext,
+  fileEarmarkSpreadsheet,
   files,
   fileText,
   filter,
@@ -316,12 +351,15 @@ const icons = {
   folderFill,
   funnel,
   gear,
+  globe2,
   google,
   grid,
   gripVertical,
   hash,
   hddStack,
+  heart,
   house,
+  inbox,
   infoCircle,
   journals,
   link,
@@ -329,8 +367,10 @@ const icons = {
   listTask,
   listUl,
   microsoft,
+  newspaper,
   nodePlus,
   pencil,
+  paperclip,
   people,
   peopleFill,
   person,
@@ -344,10 +384,13 @@ const icons = {
   plusCircle,
   printer,
   questionCircle,
+  receipt,
+  safe,
   scissors,
   search,
   send,
   slashCircle,
+  shop,
   sliders2Vertical,
   sortAlphaDown,
   sortAlphaUpAlt,
@@ -358,12 +401,15 @@ const icons = {
   tags,
   textIndentLeft,
   textLeft,
+  telephone,
   threeDots,
   threeDotsVertical,
   trash,
+  truck,
   uiRadios,
   unlock,
   upcScan,
+  wallet2,
   windowStack,
   x,
   xCircle,

src/documents/management/commands/document_fuzzy_match.py

@@ -55,7 +55,7 @@ class Command(PaperlessCommand):
             "--ratio",
             default=85.0,
             type=float,
-            help="Ratio to consider documents a match",
+            help="Ratio to consider documents a match (0.0 - 100.0)",
         )
         parser.add_argument(
             "--delete",
@@ -69,6 +69,17 @@ class Command(PaperlessCommand):
             action="store_true",
             help="Skip the confirmation prompt when used with --delete",
         )
+        parser.add_argument(
+            "--url",
+            default=None,
+            type=str,
+            help=(
+                "Base URL of the Paperless instance (e.g. "
+                "http://localhost:8000 or https://paperless.local). If set, matched "
+                "documents are shown as clickable (usually ctrl+click) links to "
+                "<url>/documents/<id>/details instead of by title."
+            ),
+        )
 
     def _render_results(
         self,
@@ -76,6 +87,7 @@ class Command(PaperlessCommand):
         *,
         opt_ratio: float,
         do_delete: bool,
+        base_url: str | None = None,
     ) -> list[int]:
         """Render match results as a Rich table. Returns list of PKs to delete."""
         if not matches:
@@ -88,14 +100,23 @@ class Command(PaperlessCommand):
             )
             return []
 
-        # Fetch titles for matched documents in a single query.
+        # Fetch titles for matched documents in a single query, unless we're
+        # going to show URLs instead.
+        titles: dict[int, str] = {}
+        if not base_url:
             all_pks = {pk for m in matches for pk in (m.doc_one_pk, m.doc_two_pk)}
-        titles: dict[int, str] = dict(
+            titles = dict(
                 Document.objects.filter(pk__in=all_pks)
                 .only("pk", "title")
                 .values_list("pk", "title"),
             )
 
+        def _cell(pk: int) -> str:
+            if base_url:
+                doc_url = f"{base_url.rstrip('/')}/documents/{pk}/details"
+                return f"[link={doc_url}]{doc_url}[/link]"
+            return f"[dim]#{pk}[/dim] {titles.get(pk, 'Unknown')}"
+
         table = Table(
             title=f"Fuzzy Matches (threshold: {opt_ratio:.1f}%)",
             show_lines=True,
@@ -124,8 +145,8 @@ class Command(PaperlessCommand):
 
             table.add_row(
                 str(i),
-                f"[dim]#{pk_a}[/dim] {titles.get(pk_a, 'Unknown')}",
+                _cell(pk_a),
-                f"[dim]#{pk_b}[/dim] {titles.get(pk_b, 'Unknown')}",
+                _cell(pk_b),
                 Text(f"{ratio:.1f}%", style=ratio_style),
             )
             maybe_delete_ids.append(pk_b)
@@ -208,6 +229,7 @@ class Command(PaperlessCommand):
             matches,
             opt_ratio=opt_ratio,
             do_delete=options["delete"],
+            base_url=options["url"],
         )
 
         if options["delete"] and maybe_delete_ids:

src/documents/migrations/0023_savedview_icon.py

@@ -0,0 +1,79 @@
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "0022_add_perf_indexes"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="savedview",
+            name="icon",
+            field=models.CharField(
+                choices=[
+                    ("archive", "Archive"),
+                    ("bank", "Bank"),
+                    ("basket", "Basket"),
+                    ("bell", "Bell"),
+                    ("bookmark", "Bookmark"),
+                    ("boxes", "Boxes"),
+                    ("briefcase", "Briefcase"),
+                    ("building", "Building"),
+                    ("calculator", "Calculator"),
+                    ("calendar", "Calendar"),
+                    ("camera", "Camera"),
+                    ("card-checklist", "Checklist"),
+                    ("cash", "Cash"),
+                    ("chat-left-text", "Chat"),
+                    ("check-circle", "Check"),
+                    ("clipboard", "Clipboard"),
+                    ("clock-history", "Clock"),
+                    ("credit-card", "Credit card"),
+                    ("download", "Download"),
+                    ("envelope", "Envelope"),
+                    ("exclamation-triangle", "Warning"),
+                    ("file-earmark", "File"),
+                    ("file-earmark-check", "Checked file"),
+                    ("file-earmark-lock", "Locked file"),
+                    ("file-earmark-medical", "Medical file"),
+                    ("file-earmark-person", "Person file"),
+                    ("file-earmark-spreadsheet", "Spreadsheet"),
+                    ("file-text", "Text file"),
+                    ("files", "Files"),
+                    ("folder", "Folder"),
+                    ("funnel", "Filter"),
+                    ("gear", "Gear"),
+                    ("globe2", "Globe"),
+                    ("hash", "Hash"),
+                    ("heart", "Heart"),
+                    ("house", "House"),
+                    ("inbox", "Inbox"),
+                    ("journals", "Journals"),
+                    ("list-task", "Task list"),
+                    ("newspaper", "Newspaper"),
+                    ("paperclip", "Attachment"),
+                    ("people", "People"),
+                    ("person", "Person"),
+                    ("printer", "Printer"),
+                    ("receipt", "Receipt"),
+                    ("safe", "Safe"),
+                    ("search", "Search"),
+                    ("send", "Send"),
+                    ("shop", "Shop"),
+                    ("stack", "Stack"),
+                    ("stars", "Stars"),
+                    ("tag", "Tag"),
+                    ("tags", "Tags"),
+                    ("telephone", "Telephone"),
+                    ("truck", "Truck"),
+                    ("upc-scan", "Barcode"),
+                    ("wallet2", "Wallet"),
+                ],
+                default="funnel",
+                max_length=64,
+                verbose_name="icon",
+            ),
+        ),
+    ]

src/documents/models.py

@@ -519,6 +519,68 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
 
 
 class SavedView(ModelWithOwner):
+    class Icon(models.TextChoices):
+        ARCHIVE = ("archive", _("Archive"))
+        BANK = ("bank", _("Bank"))
+        BASKET = ("basket", _("Basket"))
+        BELL = ("bell", _("Bell"))
+        BOOKMARK = ("bookmark", _("Bookmark"))
+        BOXES = ("boxes", _("Boxes"))
+        BRIEFCASE = ("briefcase", _("Briefcase"))
+        BUILDING = ("building", _("Building"))
+        CALCULATOR = ("calculator", _("Calculator"))
+        CALENDAR = ("calendar", _("Calendar"))
+        CAMERA = ("camera", _("Camera"))
+        CARD_CHECKLIST = ("card-checklist", _("Checklist"))
+        CASH = ("cash", _("Cash"))
+        CHAT_LEFT_TEXT = ("chat-left-text", _("Chat"))
+        CHECK_CIRCLE = ("check-circle", _("Check"))
+        CLIPBOARD = ("clipboard", _("Clipboard"))
+        CLOCK_HISTORY = ("clock-history", _("Clock"))
+        CREDIT_CARD = ("credit-card", _("Credit card"))
+        DOWNLOAD = ("download", _("Download"))
+        ENVELOPE = ("envelope", _("Envelope"))
+        EXCLAMATION_TRIANGLE = ("exclamation-triangle", _("Warning"))
+        FILE_EARMARK = ("file-earmark", _("File"))
+        FILE_EARMARK_CHECK = ("file-earmark-check", _("Checked file"))
+        FILE_EARMARK_LOCK = ("file-earmark-lock", _("Locked file"))
+        FILE_EARMARK_MEDICAL = ("file-earmark-medical", _("Medical file"))
+        FILE_EARMARK_PERSON = ("file-earmark-person", _("Person file"))
+        FILE_EARMARK_SPREADSHEET = (
+            "file-earmark-spreadsheet",
+            _("Spreadsheet"),
+        )
+        FILE_TEXT = ("file-text", _("Text file"))
+        FILES = ("files", _("Files"))
+        FOLDER = ("folder", _("Folder"))
+        FUNNEL = ("funnel", _("Filter"))
+        GEAR = ("gear", _("Gear"))
+        GLOBE = ("globe2", _("Globe"))
+        HASH = ("hash", _("Hash"))
+        HEART = ("heart", _("Heart"))
+        HOUSE = ("house", _("House"))
+        INBOX = ("inbox", _("Inbox"))
+        JOURNALS = ("journals", _("Journals"))
+        LIST_TASK = ("list-task", _("Task list"))
+        NEWSPAPER = ("newspaper", _("Newspaper"))
+        PAPERCLIP = ("paperclip", _("Attachment"))
+        PEOPLE = ("people", _("People"))
+        PERSON = ("person", _("Person"))
+        PRINTER = ("printer", _("Printer"))
+        RECEIPT = ("receipt", _("Receipt"))
+        SAFE = ("safe", _("Safe"))
+        SEARCH = ("search", _("Search"))
+        SEND = ("send", _("Send"))
+        SHOP = ("shop", _("Shop"))
+        STACK = ("stack", _("Stack"))
+        STARS = ("stars", _("Stars"))
+        TAG = ("tag", _("Tag"))
+        TAGS = ("tags", _("Tags"))
+        TELEPHONE = ("telephone", _("Telephone"))
+        TRUCK = ("truck", _("Truck"))
+        UPC_SCAN = ("upc-scan", _("Barcode"))
+        WALLET = ("wallet2", _("Wallet"))
+
     class DisplayMode(models.TextChoices):
         TABLE = ("table", _("Table"))
         SMALL_CARDS = ("smallCards", _("Small Cards"))
@@ -541,6 +603,13 @@ class SavedView(ModelWithOwner):
 
     name = models.CharField(_("name"), max_length=128)
 
+    icon = models.CharField(
+        _("icon"),
+        max_length=64,
+        choices=Icon.choices,
+        default=Icon.FUNNEL,
+    )
+
     sort_field = models.CharField(
         _("sort field"),
         max_length=128,

src/documents/serialisers.py

@@ -1383,6 +1383,7 @@ class SavedViewSerializer(OwnedObjectSerializer):
         fields = [
             "id",
             "name",
+            "icon",
             "sort_field",
             "sort_reverse",
             "filter_rules",
@@ -3213,6 +3214,13 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
                         {"assign_title": f'Invalid f-string detected: "{e.args[0]}"'},
                     )
 
+        if attrs.get("assign_custom_fields_values"):
+            # Empty strings treated as None to avoid unexpected behavior
+            attrs["assign_custom_fields_values"] = {
+                field_id: (None if value == "" else value)
+                for field_id, value in attrs["assign_custom_fields_values"].items()
+            }
+
         if (
             "type" in attrs
             and attrs["type"] == WorkflowAction.WorkflowActionType.EMAIL

src/documents/tests/test_api_documents.py

@@ -2905,18 +2905,20 @@ class TestDocumentApi(DirectoriesMixin, ConsumeTaskMixin, APITestCase):
 
         v1 = SavedView.objects.get(name="test")
         self.assertEqual(v1.sort_field, "created2")
+        self.assertEqual(v1.icon, SavedView.Icon.FUNNEL)
         self.assertEqual(v1.filter_rules.count(), 1)
         self.assertEqual(v1.owner, self.user)
 
         response = self.client.patch(
             f"/api/saved_views/{v1.id}/",
-            {"sort_reverse": True},
+            {"sort_reverse": True, "icon": SavedView.Icon.RECEIPT},
             format="json",
         )
 
         v1 = SavedView.objects.get(id=v1.id)
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         self.assertTrue(v1.sort_reverse)
+        self.assertEqual(v1.icon, SavedView.Icon.RECEIPT)
         self.assertEqual(v1.filter_rules.count(), 1)
 
         view["filter_rules"] = [{"rule_type": 12, "value": "secret"}]
@@ -2936,6 +2938,13 @@ class TestDocumentApi(DirectoriesMixin, ConsumeTaskMixin, APITestCase):
         v1 = SavedView.objects.get(id=v1.id)
         self.assertEqual(v1.filter_rules.count(), 0)
 
+        response = self.client.patch(
+            f"/api/saved_views/{v1.id}/",
+            {"icon": "not-an-icon"},
+            format="json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+
     def test_saved_view_display_options(self) -> None:
         """
         GIVEN:

src/documents/tests/test_api_workflows.py

@@ -422,6 +422,11 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
             json.dumps(
                 {
                     "assign_title": "",
+                    "assign_custom_fields": [self.cf1.id, self.cf2.id],
+                    "assign_custom_fields_values": {
+                        str(self.cf1.id): "",
+                        str(self.cf2.id): 0,
+                    },
                 },
             ),
             content_type="application/json",
@@ -429,6 +434,10 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_201_CREATED)
         action = WorkflowAction.objects.get(id=response.data["id"])
         self.assertIsNone(action.assign_title)
+        self.assertEqual(
+            action.assign_custom_fields_values,
+            {str(self.cf1.id): None, str(self.cf2.id): 0},
+        )
 
         response = self.client.post(
             self.ENDPOINT_TRIGGERS,

src/documents/tests/test_management_fuzzy.py

@@ -1,3 +1,4 @@
+import os
 from io import StringIO
 from unittest.mock import patch
 
@@ -41,7 +42,7 @@ class TestFuzzyMatchCommand(TestCase):
 
     def test_invalid_ratio_upper_limit(self) -> None:
         """
-        GIVEN:s
+        GIVEN:
             - Invalid ratio above upper
         WHEN:
             - Command is called
@@ -108,6 +109,45 @@ class TestFuzzyMatchCommand(TestCase):
         stdout, _ = self.call_command("--processes", "1")
         self.assertIn("Found 1 matching pair(s)", stdout)
 
+    def test_with_matches_and_url(self) -> None:
+        """
+        GIVEN:
+            - 2 documents exist
+            - Similarity between content is 86.667
+            - --url is provided
+        WHEN:
+            - Command is called with --url
+        THEN:
+            - 1 match is returned from doc 1 to doc 2
+            - No match from doc 2 to doc 1 reported
+            - Output contains clickable links to the documents instead of titles
+        """
+        # Content similarity is 86.667
+        Document.objects.create(
+            checksum="BEEFCAFE",
+            title="A",
+            content="first document scanned by bob",
+            mime_type="application/pdf",
+            filename="test.pdf",
+        )
+        Document.objects.create(
+            checksum="DEADBEAF",
+            title="A",
+            content="first document scanned by alice",
+            mime_type="application/pdf",
+            filename="other_test.pdf",
+        )
+        with patch.dict(os.environ, {"COLUMNS": "200"}):
+            stdout, _ = self.call_command(
+                "--processes",
+                "1",
+                "--url",
+                "http://localhost:8000",
+            )
+        self.assertIn("Found 1 matching pair(s)", stdout)
+        self.assertIn("http://localhost:8000/documents/1/details", stdout)
+        self.assertIn("http://localhost:8000/documents/2/details", stdout)
+
     def test_with_3_matches(self) -> None:
         """
         GIVEN:

src/documents/tests/test_workflows.py

@@ -2000,6 +2000,55 @@ class TestWorkflows(
                 r"Doc added in \w{3,}",
             )  # Match any 3-letter month name
 
+    def test_document_updated_workflow_existing_custom_field_empty_value(self) -> None:
+        """
+        GIVEN:
+            - Existing workflow with UPDATED trigger and action that assigns a custom field
+              with an empty value
+        WHEN:
+            - Document is updated that already contains the field with a value
+        THEN:
+            - The existing value is left untouched, see GH #13627
+        """
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
+            filter_has_document_type=self.dt,
+        )
+        action = WorkflowAction.objects.create()
+        action.assign_custom_fields.add(self.cf1)
+        action.assign_custom_fields_values = {self.cf1.pk: ""}
+        action.save()
+        w = Workflow.objects.create(
+            name="Workflow 1",
+            order=0,
+        )
+        w.triggers.add(trigger)
+        w.actions.add(action)
+        w.save()
+
+        doc = Document.objects.create(
+            title="sample test",
+            correspondent=self.c,
+            original_filename="sample.pdf",
+        )
+        CustomFieldInstance.objects.create(
+            document=doc,
+            field=self.cf1,
+            value_text="existing value",
+        )
+
+        superuser = User.objects.create_superuser("superuser")
+        self.client.force_authenticate(user=superuser)
+
+        self.client.patch(
+            f"/api/documents/{doc.id}/",
+            {"document_type": self.dt.id},
+            format="json",
+        )
+
+        doc.refresh_from_db()
+        self.assertEqual(doc.custom_fields.get(field=self.cf1).value, "existing value")
+
     def test_document_updated_workflow_existing_custom_field(self) -> None:
         """
         GIVEN:

src/documents/views.py

@@ -2267,7 +2267,7 @@ class ChatStreamingView(GenericAPIView[Any]):
             if not has_perms_owner_aware(request.user, "view_document", document):
                 return HttpResponseForbidden("Insufficient permissions")
 
-            documents = [document]
+            documents = Document.objects.filter(pk=document.pk)
         else:
             documents = Document.objects.filter(
                 id__in=permitted_document_ids(request.user),

src/documents/workflows/mutations.py

@@ -105,7 +105,8 @@ def apply_assignment_to_document(
                 field=field,
                 document=document,
             ).first()
-            if instance and args[value_field_name] is not None:
+            # empty string is indistinguishable from no value in the UI
+            if instance and args[value_field_name] not in (None, ""):
                 setattr(instance, value_field_name, args[value_field_name])
                 instance.save()
             elif not instance: