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Feature: Updates remote OCR parser to respect the OCR mode setting (#13408 )
* Have the remote parser respect the provided produce_archive_file setting, as already determined via the consumer checks * Updates the documentation to be correct about the respecting now * merge conflict fixing
2026-08-12 13:53:20 +00:00 · 2026-08-12 12:23:55 +00:00 · 2026-08-11 19:23:46 +00:00 · 2026-08-11 15:25:08 +00:00 · 2026-08-11 14:11:20 +00:00 · 2026-08-11 07:08:30 -07:00
166 changed files with 40765 additions and 43077 deletions
@@ -301,8 +301,7 @@ The following methods are supported:
 - `delete`
  - No `parameters` required
 - `reprocess`
-  - Optional `parameters`: `{ "remote_ocr": true }` to send the documents to the
+  - No `parameters` required
    remote OCR engine, see [Remote OCR](usage.md#remote-ocr). Defaults to false.
 - `set_permissions`
  - Requires `parameters`:
    - `"set_permissions": PERMISSIONS_OBJ` (see format [above](#permissions)) and / or
@@ -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}
@@ -2047,18 +2048,6 @@ password. All of these options come from their similarly-named [Django settings]
    Defaults to None.
 #### [`PAPERLESS_REMOTE_OCR_MODE=<str>`](#PAPERLESS_REMOTE_OCR_MODE) {#PAPERLESS_REMOTE_OCR_MODE}
 : Which documents are sent to the remote OCR engine.
    - `always`: every document of a supported file type is sent to the remote
      engine, bypassing the local OCR engine.
    - `workflow_only`: documents are processed locally unless a workflow
      explicitly enables remote OCR for them, letting you use the remote engine
      selectively.
    Defaults to "always".
 ## AI {#ai}
 #### [`PAPERLESS_AI_ENABLED=<bool>`](#PAPERLESS_AI_ENABLED) {#PAPERLESS_AI_ENABLED}
@@ -456,20 +456,6 @@ def score(
    return 10
 ```
 **Remote services**
 If your parser sends document content to a remote service, declare it:
 ```python
 class MyCustomParser:
    uses_remote_service = True
 ```
 Paperless-ngx excludes such parsers when the document being consumed has not
 been marked for remote processing, so users can keep remote OCR off by default
 and enable it selectively with a workflow. Parsers that do not declare the
 attribute are treated as fully local and are always considered.
 **Archive and rendition flags**
 ```python
@@ -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)
@@ -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}
@@ -648,48 +650,6 @@ happened while it was still encrypted, that original version will likewise be mi
 **Current limitation**: Passwords are stored as a simple list without descriptions. To handle
 multiple PDF types with different passwords, create separate workflows for each use case.
 ##### Remote OCR {#workflow-action-remote-ocr}
 "Remote OCR" actions send the document to the configured remote OCR engine instead of processing it
 locally. To use remote OCR selectively, set the [remote OCR mode](configuration.md#PAPERLESS_REMOTE_OCR_MODE)
 to `workflow_only` then add this action to a workflow that matches only the documents you
 want sent to the remote engine. See [Remote OCR](#remote-ocr) for the engine setup. The action only works with
 a **Consumption Started** trigger.
 The action takes no options, its presence is what enables remote OCR for a matching document.
 If the remote engine is not configured, or does not support the document's file type, the document is
 processed locally instead and a warning is written to the log.
 ##### Apply AI Suggestions {#workflow-action-apply-ai-suggestions}
 "Apply AI Suggestions" actions ask the configured AI service for title and metadata suggestions,
 the same as the AI suggestions shown on the document detail page, except applied automatically and in bulk.
 It requires [AI features](configuration.md#ai) to be enabled. You can specify:
 - Which suggestions to apply: title, tags, correspondent, document type, storage path and / or created
  date. Suggestions for fields you did not select are discarded.
 - Whether to create missing items. By default only tags, correspondents and document types that
  already exist are assigned and any other suggestion is dropped. With this enabled, suggested items
  that do not exist are created. Storage paths are never created.
 - Whether to overwrite existing values. By default a field is only filled in if it is currently empty.
  Note that documents almost always already have a title and created date, so if you select those you
  will usually want to enable this too. Tags are an exception: suggested tags are always added and
  never replace the document's existing tags.
 The action works with every trigger **except Consumption Started**, because suggestions are made from
 the document's text, which does not exist until after the document has been processed.
 Because the query to the AI service is slow, the action is queued and runs in the background rather
 than as part of the workflow run itself. The document is updated once the suggestions come back.
 !!! warning
    Every matching document results in a query to the AI service, which may incur costs and have privacy
    implications. Queries can be slow, so a workflow matching a large number of documents can occupy the
    task queue, and delay consumption of new documents, etc. Consider narrowing the trigger filters,
    running in small batches and / or increasing workers.
 #### Workflow placeholders
 Titles and webhook payloads can be generated by workflows using [Jinja templates](https://jinja.palletsprojects.com/en/3.1.x/templates/).
@@ -1126,19 +1086,11 @@ Paperless-ngx supports performing OCR on documents using remote services. At the
 [Microsoft's Azure "Document Intelligence" service](https://azure.microsoft.com/en-us/products/ai-services/ai-document-intelligence).
 This is of course a paid service (with a free tier) which requires an Azure account and subscription. Azure AI is not affiliated with
 Paperless-ngx in any way. When enabled, Paperless-ngx will automatically send appropriate documents to Azure for OCR processing, bypassing
-the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details. These
+the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details.
 settings can be supplied as environment variables or via **Application Configuration**.
 Additionally, when using a commercial service with this feature, consider both potential costs as well as any associated file size
 or page limitations (e.g. with a free tier).
 By default, every document of a supported file type is sent to the remote engine. To use it more selectively, set the
 [remote OCR mode](configuration.md#PAPERLESS_REMOTE_OCR_MODE) to `workflow_only`. Documents are then processed locally
 unless a [remote OCR workflow action](#workflow-action-remote-ocr) enables it for them, so you can limit the remote
 engine to particular documents.
 Setting the mode to `workflow_only` also allows the **Reprocess** actions to selectively use remote OCR for individual documents.
 ## Architecture
 Paperless-ngx consists of the following components:
@@ -599,7 +599,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.html</context>
-          <context context-type="linenumber">84,85</context>
+          <context context-type="linenumber">85,86</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3768927257183755959" datatype="html">
@@ -670,7 +670,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.html</context>
-          <context context-type="linenumber">85,86</context>
+          <context context-type="linenumber">86,87</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5079885666748292382" datatype="html">
@@ -9907,7 +9907,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.ts</context>
-          <context context-type="linenumber">296</context>
+          <context context-type="linenumber">314</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2620006875434695386" datatype="html">
@@ -10234,7 +10234,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.ts</context>
-          <context context-type="linenumber">290</context>
+          <context context-type="linenumber">308</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3501895737484542570" datatype="html">
@@ -10346,28 +10346,28 @@
        <source>Saved view &quot;<x id="PH" equiv-text="savedView.name"/>&quot; deleted.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.ts</context>
-          <context context-type="linenumber">160</context>
+          <context context-type="linenumber">178</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1660419335376265526" datatype="html">
        <source>Views saved successfully.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.ts</context>
-          <context context-type="linenumber">237</context>
+          <context context-type="linenumber">255</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1699877326523238632" datatype="html">
        <source>Error while saving views.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.ts</context>
-          <context context-type="linenumber">242</context>
+          <context context-type="linenumber">260</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4919025779187821586" datatype="html">
        <source>Note: Sharing saved views does not share the underlying documents.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.ts</context>
-          <context context-type="linenumber">278</context>
+          <context context-type="linenumber">296</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1229748338333965418" datatype="html">
@@ -14,48 +14,43 @@
                <a ngbNavLink>{{category}}</a>
                <ng-template ngbNavContent>
                    <div class="p-3">
-                        @for (section of getCategorySections(category); track section) {
+                        <div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
-                            @if (section) {
+                            @for (option of getCategoryOptions(category); track option.key) {
-                                <h5 class="mt-4 mb-3">{{section}}</h5>
+                                <div class="col">
-                            }
+                                    <div class="card bg-light">
-                            <div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
+                                        <div class="card-body">
-                                @for (option of getCategoryOptions(category, section); track option.key) {
+                                            <div class="card-title d-flex align-items-center">
-                                    <div class="col">
+                                                <h6 class="mb-0">
-                                        <div class="card bg-light">
+                                                  {{option.title}}
-                                            <div class="card-body">
+                                                </h6>
-                                                <div class="card-title d-flex align-items-center">
+                                                <a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
-                                                    <h6 class="mb-0">
+                                                    <i-bs name="info-circle"></i-bs>
-                                                      {{option.title}}
+                                                </a>
-                                                    </h6>
+                                                @if (isSet(option.key)) {
-                                                    <a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
+                                                  <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
-                                                        <i-bs name="info-circle"></i-bs>
+                                                      <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
-                                                    </a>
+                                                  </button>
                                                    @if (isSet(option.key)) {
                                                      <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
                                                          <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
                                                      </button>
                                                    }
                                                </div>
                                                <div class="mb-n3">
                                                    @switch (option.type) {
                                                        @case (ConfigOptionType.Select) { <pngx-input-select [formControlName]="option.key" [error]="errors[option.key]" [items]="option.choices" [allowNull]="true"></pngx-input-select> }
                                                        @case (ConfigOptionType.Number) { <pngx-input-number [formControlName]="option.key" [error]="errors[option.key]" [showAdd]="false"></pngx-input-number> }
                                                        @case (ConfigOptionType.Boolean) { <pngx-input-switch [formControlName]="option.key" [error]="errors[option.key]" [showUnsetNote]="true" [horizontal]="true" title="Enable" i18n-title></pngx-input-switch> }
                                                        @case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
                                                        @case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
                                                        @case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
                                                        @case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
                                                    }
                                                </div>
                                                @if (option.note) {
                                                    <div class="form-text fst-italic">{{option.note}}</div>
                                                }
                                            </div>
                                            <div class="mb-n3">
                                                @switch (option.type) {
                                                    @case (ConfigOptionType.Select) { <pngx-input-select [formControlName]="option.key" [error]="errors[option.key]" [items]="option.choices" [allowNull]="true"></pngx-input-select> }
                                                    @case (ConfigOptionType.Number) { <pngx-input-number [formControlName]="option.key" [error]="errors[option.key]" [showAdd]="false"></pngx-input-number> }
                                                    @case (ConfigOptionType.Boolean) { <pngx-input-switch [formControlName]="option.key" [error]="errors[option.key]" [showUnsetNote]="true" [horizontal]="true" title="Enable" i18n-title></pngx-input-switch> }
                                                    @case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
                                                    @case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
                                                    @case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
                                                    @case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
                                                }
                                            </div>
                                            @if (option.note) {
                                                <div class="form-text fst-italic">{{option.note}}</div>
                                            }
                                        </div>
                                    </div>
-                                }
+                                </div>
-                            </div>
+                            }
-                        }
+                        </div>
                    </div>
                </ng-template>
            </li>
@@ -8,11 +8,7 @@ import { NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgSelectModule } from '@ng-select/ng-select'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { of, throwError } from 'rxjs'
-import {
+import { OutputTypeConfig } from 'src/app/data/paperless-config'
  ConfigCategory,
  ConfigSection,
  OutputTypeConfig,
 } from 'src/app/data/paperless-config'
 import { ConfigService } from 'src/app/services/config.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
@@ -162,24 +158,4 @@ describe('ConfigComponent', () => {
    component.resetOption('barcodes_enabled')
    expect(component.configForm.get('barcodes_enabled').value).toBeNull()
  })
  it('should group options into sections within a category, or not', () => {
    const sections = component.getCategorySections(ConfigCategory.OCR)
    expect(sections).toEqual([null, ConfigSection.RemoteOCR])
    expect(
      component
        .getCategoryOptions(ConfigCategory.OCR)
        .map((option) => option.key)
    ).toContain('output_type')
    expect(
      component
        .getCategoryOptions(ConfigCategory.OCR, ConfigSection.RemoteOCR)
        .map((option) => option.key)
    ).toEqual([
      'remote_ocr_engine',
      'remote_ocr_api_key',
      'remote_ocr_endpoint',
      'remote_ocr_mode',
    ])
  })
 })
@@ -74,20 +74,8 @@ export class ConfigComponent
    return Object.values(ConfigCategory)
  }
-  getCategorySections(category: string): string[] {
+  getCategoryOptions(category: string): ConfigOption[] {
-    return [
+    return PaperlessConfigOptions.filter((o) => o.category === category)
      ...new Set(
        PaperlessConfigOptions.filter((o) => o.category === category).map(
          (o) => o.section ?? null // null means no section
        )
      ),
    ]
  }
  getCategoryOptions(category: string, section: string = null): ConfigOption[] {
    return PaperlessConfigOptions.filter(
      (o) => o.category === category && (o.section ?? null) === section
    )
  }
  initialConfig: PaperlessConfig
@@ -1,28 +0,0 @@
 <div class="modal-header">
  <h4 class="modal-title" id="modal-basic-title">{{title}}</h4>
  <button type="button" class="btn-close" aria-label="Close" (click)="cancel()">
  </button>
 </div>
 <div class="modal-body">
  @if (messageBold) {
    <p class="text-break"><b>{{messageBold}}</b></p>
  }
  @if (message) {
    <p class="mb-0 text-break" [innerHTML]="message"></p>
  }
  @if (showRemoteOcr) {
    <div class="form-check mt-3">
      <input class="form-check-input" type="checkbox" id="reprocessRemoteOcr" [(ngModel)]="remoteOcr" />
      <label class="form-check-label" for="reprocessRemoteOcr" i18n>Use remote OCR</label>
      <div class="form-text" i18n>Sends the document to the configured remote OCR service, which may incur costs.</div>
    </div>
  }
 </div>
 <div class="modal-footer">
  <button type="button" class="btn" [class]="cancelBtnClass" (click)="cancel()" [disabled]="!buttonsEnabled">
    <span class="d-inline-block" style="padding-bottom: 1px;">{{cancelBtnCaption}}</span>
  </button>
  <button type="button" class="btn" [class]="btnClass" (click)="confirm()" [disabled]="!confirmButtonEnabled || !buttonsEnabled">
    {{btnCaption}}
  </button>
 </div>
@@ -1,72 +0,0 @@
 import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
 import { RemoteOCRModeConfig } from 'src/app/data/paperless-config'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ReprocessConfirmDialogComponent } from './reprocess-confirm-dialog.component'
 describe('ReprocessConfirmDialogComponent', () => {
  let component: ReprocessConfirmDialogComponent
  let fixture: ComponentFixture<ReprocessConfirmDialogComponent>
  let settingsService: SettingsService
  const createComponent = (configured: boolean, mode: string) => {
    settingsService.set(SETTINGS_KEYS.REMOTE_OCR_CONFIGURED, configured)
    settingsService.set(SETTINGS_KEYS.REMOTE_OCR_MODE, mode)
    fixture = TestBed.createComponent(ReprocessConfirmDialogComponent)
    component = fixture.componentInstance
    fixture.detectChanges()
  }
  beforeEach(async () => {
    TestBed.configureTestingModule({
      providers: [
        NgbActiveModal,
        provideHttpClient(withInterceptorsFromDi()),
        provideHttpClientTesting(),
      ],
      imports: [ReprocessConfirmDialogComponent],
    }).compileComponents()
    settingsService = TestBed.inject(SettingsService)
  })
  it('should not request remote OCR by default', () => {
    createComponent(true, RemoteOCRModeConfig.WORKFLOW_ONLY)
    expect(component.remoteOcr).toBeFalsy()
  })
  it('should not offer remote OCR when no engine is configured', () => {
    createComponent(false, RemoteOCRModeConfig.WORKFLOW_ONLY)
    expect(component.showRemoteOcr).toBeFalsy()
    expect(
      fixture.nativeElement.querySelector('#reprocessRemoteOcr')
    ).toBeNull()
  })
  it('should not offer remote OCR when it already handles every document', () => {
    createComponent(true, RemoteOCRModeConfig.ALWAYS)
    expect(component.showRemoteOcr).toBeFalsy()
    expect(
      fixture.nativeElement.querySelector('#reprocessRemoteOcr')
    ).toBeNull()
  })
  it('should offer remote OCR when configured and selective', () => {
    createComponent(true, RemoteOCRModeConfig.WORKFLOW_ONLY)
    expect(component.showRemoteOcr).toBeTruthy()
    const checkbox = fixture.nativeElement.querySelector('#reprocessRemoteOcr')
    expect(checkbox).not.toBeNull()
    checkbox.click()
    fixture.detectChanges()
    expect(component.remoteOcr).toBeTruthy()
  })
 })
@@ -1,20 +0,0 @@
 import { Component, inject } from '@angular/core'
 import { FormsModule } from '@angular/forms'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ConfirmDialogComponent } from '../confirm-dialog.component'
@Component({
  selector: 'pngx-reprocess-confirm-dialog',
  templateUrl: './reprocess-confirm-dialog.component.html',
  imports: [FormsModule],
 })
 export class ReprocessConfirmDialogComponent extends ConfirmDialogComponent {
  private settings = inject(SettingsService)
  remoteOcr: boolean = false
  public get showRemoteOcr(): boolean {
    // Hidden when it is not configured, or when it already handles every document anyway.
    return this.settings.remoteOCRIsSelectable
  }
 }
@@ -455,52 +455,6 @@
          </div>
        </div>
      }
      @case (WorkflowActionType.RemoteOcr) {
        <div class="row">
          <div class="col">
            <p class="text-muted small" i18n>The document will be sent to the configured remote OCR service. May incur costs.</p>
          </div>
        </div>
      }
      @case (WorkflowActionType.ApplyAiSuggestions) {
        <div class="row">
          <div class="col">
            <p class="text-muted small" i18n>The document will be sent to the configured AI service for suggestions. Consider costs and privacy.</p>
            <pngx-input-select
              i18n-title
              title="Apply suggestions for"
              [items]="aiSuggestionFieldOptions"
              [multiple]="true"
              formControlName="ai_suggestion_fields"
              [error]="error?.actions?.[i]?.ai_suggestion_fields"
              hint="Suggestions for fields that are not selected are discarded."
              i18n-hint
            ></pngx-input-select>
          </div>
        </div>
        <div class="row">
          <div class="col-md-6">
            <pngx-input-switch
              [horizontal]="true"
              i18n-title
              title="Create missing items"
              formControlName="ai_create_missing"
              hint="Create suggested tags, correspondents and document types that do not exist yet."
              i18n-hint
            ></pngx-input-switch>
          </div>
          <div class="col-md-6">
            <pngx-input-switch
              [horizontal]="true"
              i18n-title
              title="Overwrite existing values"
              formControlName="ai_overwrite_existing"
              hint="Apply suggestions even if the document already has a value. Tags are always added, never replaced."
              i18n-hint
            ></pngx-input-switch>
          </div>
        </div>
      }
    }
  </div>
 </ng-template>
@@ -22,7 +22,6 @@ import {
 } from 'src/app/data/matching-model'
 import { Workflow } from 'src/app/data/workflow'
 import {
  AISuggestionField,
  WorkflowAction,
  WorkflowActionType,
 } from 'src/app/data/workflow-action'
@@ -30,7 +29,6 @@ import {
  DocumentSource,
  WorkflowTriggerType,
 } from 'src/app/data/workflow-trigger'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { IfOwnerDirective } from 'src/app/directives/if-owner.directive'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CorrespondentService } from 'src/app/services/rest/correspondent.service'
@@ -50,7 +48,6 @@ import { TagsComponent } from '../../input/tags/tags.component'
 import { TextComponent } from '../../input/text/text.component'
 import { EditDialogMode } from '../edit-dialog.component'
 import {
  AI_SUGGESTION_FIELD_OPTIONS,
  DOCUMENT_SOURCE_OPTIONS,
  SCHEDULE_DATE_FIELD_OPTIONS,
  TriggerFilterType,
@@ -227,12 +224,7 @@ describe('WorkflowEditDialogComponent', () => {
    ).toEqual('Document Added')
    expect(component.getTriggerTypeOptionName(null)).toEqual('')
    expect(component.sourceOptions).toEqual(DOCUMENT_SOURCE_OPTIONS)
-    // Remote OCR is absent until the workflow has a consumption trigger
+    expect(component.actionTypeOptions).toEqual(WORKFLOW_ACTION_OPTIONS)
    expect(component.actionTypeOptions).toEqual(
      WORKFLOW_ACTION_OPTIONS.filter(
        (a) => a.id !== WorkflowActionType.RemoteOcr
      )
    )
    expect(
      component.getActionTypeOptionName(WorkflowActionType.Assignment)
    ).toEqual('Assignment')
@@ -241,231 +233,14 @@ describe('WorkflowEditDialogComponent', () => {
      SCHEDULE_DATE_FIELD_OPTIONS
    )
-    // Email, remote OCR and AI all disabled
+    // Email disabled
    jest.spyOn(settingsService, 'get').mockReturnValue(false)
    component.ngOnInit()
    expect(component.actionTypeOptions).toEqual(
-      WORKFLOW_ACTION_OPTIONS.filter(
+      WORKFLOW_ACTION_OPTIONS.filter((a) => a.id !== WorkflowActionType.Email)
        (a) =>
          a.id !== WorkflowActionType.Email &&
          a.id !== WorkflowActionType.RemoteOcr &&
          a.id !== WorkflowActionType.ApplyAiSuggestions
      )
    )
  })
  it('should offer remote OCR only for consumption workflows', () => {
    jest.spyOn(settingsService, 'get').mockReturnValue(true)
    // A consumption trigger makes the action reachable
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.Consumption }],
      actions: [],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).toContain(
      WorkflowActionType.RemoteOcr
    )
    // Any other trigger type runs after the document has been parsed
    component.object = {
      name: 'Workflow 2',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
      actions: [],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
      WorkflowActionType.RemoteOcr
    )
  })
  it('should offer remote OCR on a trigger added to a new workflow', () => {
    jest.spyOn(settingsService, 'get').mockReturnValue(true)
    component.ngOnInit()
    // Nothing for the action to apply to yet
    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
      WorkflowActionType.RemoteOcr
    )
    // addTrigger creates the form field with emitEvent false, so the options
    // have to be computed on read rather than cached from valueChanges
    component.addTrigger()
    expect(component.actionTypeOptions.map((a) => a.id)).toContain(
      WorkflowActionType.RemoteOcr
    )
    // Switching that trigger to a type that runs after parsing removes it
    component.triggerFields
      .at(0)
      .get('type')
      .setValue(WorkflowTriggerType.DocumentAdded)
    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
      WorkflowActionType.RemoteOcr
    )
  })
  it('should keep remote OCR listed when an action already uses it', () => {
    jest.spyOn(settingsService, 'get').mockReturnValue(true)
    // Otherwise changing the trigger would silently blank the selection
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
      actions: [{ type: WorkflowActionType.RemoteOcr }],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).toContain(
      WorkflowActionType.RemoteOcr
    )
  })
  it('should not offer remote OCR when no engine is configured', () => {
    jest
      .spyOn(settingsService, 'get')
      .mockImplementation((key) => key !== SETTINGS_KEYS.REMOTE_OCR_CONFIGURED)
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.Consumption }],
      actions: [],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
      WorkflowActionType.RemoteOcr
    )
  })
  it('should offer apply AI suggestions unless every trigger is consumption', () => {
    jest.spyOn(settingsService, 'get').mockReturnValue(true)
    // Consumption runs before the document has been parsed, so there would be
    // no content to make suggestions from
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.Consumption }],
      actions: [],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
      WorkflowActionType.ApplyAiSuggestions
    )
    // A second, usable trigger is enough
    component.object = {
      name: 'Workflow 2',
      order: 0,
      enabled: true,
      triggers: [
        { type: WorkflowTriggerType.Consumption },
        { type: WorkflowTriggerType.DocumentAdded },
      ],
      actions: [],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).toContain(
      WorkflowActionType.ApplyAiSuggestions
    )
  })
  it('should keep apply AI suggestions listed when an action already uses it', () => {
    jest.spyOn(settingsService, 'get').mockReturnValue(true)
    // Otherwise changing the trigger would silently blank the selection
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.Consumption }],
      actions: [{ type: WorkflowActionType.ApplyAiSuggestions }],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).toContain(
      WorkflowActionType.ApplyAiSuggestions
    )
  })
  it('should not offer apply AI suggestions when AI is disabled', () => {
    jest
      .spyOn(settingsService, 'get')
      .mockImplementation((key) => key !== SETTINGS_KEYS.AI_ENABLED)
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
      actions: [],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
      WorkflowActionType.ApplyAiSuggestions
    )
  })
  it('should create form fields for apply AI suggestions options', () => {
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
      actions: [
        {
          type: WorkflowActionType.ApplyAiSuggestions,
          ai_suggestion_fields: [
            AISuggestionField.Title,
            AISuggestionField.Tags,
          ],
          ai_create_missing: true,
          ai_overwrite_existing: true,
        },
      ],
    } as Workflow
    component.ngOnInit()
    const action = component.actionFields.at(0)
    expect(action.get('ai_suggestion_fields').value).toEqual([
      AISuggestionField.Title,
      AISuggestionField.Tags,
    ])
    expect(action.get('ai_create_missing').value).toBeTruthy()
    expect(action.get('ai_overwrite_existing').value).toBeTruthy()
    expect(component.aiSuggestionFieldOptions).toEqual(
      AI_SUGGESTION_FIELD_OPTIONS
    )
  })
  it('should default apply AI suggestions options on a new action', () => {
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
      actions: [],
    } as Workflow
    component.addAction()
    const action = component.actionFields.at(component.actionFields.length - 1)
    expect(action.get('ai_suggestion_fields').value).toEqual([])
    expect(action.get('ai_create_missing').value).toBeFalsy()
    expect(action.get('ai_overwrite_existing').value).toBeFalsy()
  })
  it('should support add and remove triggers and actions', () => {
    component.object = workflow
    component.addTrigger()
@@ -30,7 +30,6 @@ import { StoragePath } from 'src/app/data/storage-path'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { Workflow } from 'src/app/data/workflow'
 import {
  AISuggestionField,
  WorkflowAction,
  WorkflowActionType,
 } from 'src/app/data/workflow-action'
@@ -149,41 +148,6 @@ export const WORKFLOW_ACTION_OPTIONS = [
    id: WorkflowActionType.MoveToTrash,
    name: $localize`Move to trash`,
  },
  {
    id: WorkflowActionType.RemoteOcr,
    name: $localize`Remote OCR`,
  },
  {
    id: WorkflowActionType.ApplyAiSuggestions,
    name: $localize`Apply AI suggestions`,
  },
 ]
 export const AI_SUGGESTION_FIELD_OPTIONS = [
  {
    id: AISuggestionField.Title,
    name: $localize`Title`,
  },
  {
    id: AISuggestionField.Tags,
    name: $localize`Tags`,
  },
  {
    id: AISuggestionField.Correspondent,
    name: $localize`Correspondent`,
  },
  {
    id: AISuggestionField.DocumentType,
    name: $localize`Document type`,
  },
  {
    id: AISuggestionField.StoragePath,
    name: $localize`Storage path`,
  },
  {
    id: AISuggestionField.Created,
    name: $localize`Created date`,
  },
 ]
 export enum TriggerFilterType {
@@ -540,6 +504,8 @@ export class WorkflowEditDialogComponent
  expandedItem: number = null
  readonly allowedActionTypes = signal([])
  private readonly triggerFilterOptionsMap = new WeakMap<
    FormArray,
    TriggerFilterOption[]
@@ -582,58 +548,13 @@ export class WorkflowEditDialogComponent
      this.checkRemovalActionFields.bind(this)
    )
    this.checkRemovalActionFields(this.objectForm.value)
-  }
+    this.allowedActionTypes.set(
-
+      this.settingsService.get(SETTINGS_KEYS.EMAIL_ENABLED)
-  private allowedActionTypes: typeof WORKFLOW_ACTION_OPTIONS = null
+        ? WORKFLOW_ACTION_OPTIONS
-
+        : WORKFLOW_ACTION_OPTIONS.filter(
-  private getAllowedActionTypes() {
+            (a) => a.id !== WorkflowActionType.Email
-    let allowed = WORKFLOW_ACTION_OPTIONS
+          )
-
+    )
    if (!this.settingsService.get(SETTINGS_KEYS.EMAIL_ENABLED)) {
      allowed = allowed.filter((a) => a.id !== WorkflowActionType.Email)
    }
    // Remote OCR is decided before the document is parsed, so it is only
    // offered for workflows that run at consumption.
    const formWorkflow: Workflow = this.objectForm?.value
    const remoteOcrUsable =
      this.settingsService.get(SETTINGS_KEYS.REMOTE_OCR_CONFIGURED) &&
      (formWorkflow?.triggers?.some(
        (trigger) => trigger.type === WorkflowTriggerType.Consumption
      ) ||
        formWorkflow?.actions?.some(
          (action) => action.type === WorkflowActionType.RemoteOcr
        ))
    if (!remoteOcrUsable) {
      allowed = allowed.filter((a) => a.id !== WorkflowActionType.RemoteOcr)
    }
    // Only available after consumption. Unlike remote OCR this is hidden only
    // once every trigger is consumption, so it stays offered on a workflow
    // that has no triggers yet.
    const aiSuggestionsUsable =
      this.settingsService.get(SETTINGS_KEYS.AI_ENABLED) &&
      (!formWorkflow?.triggers?.length ||
        formWorkflow.triggers.some(
          (trigger) => trigger.type !== WorkflowTriggerType.Consumption
        ) ||
        formWorkflow.actions?.some(
          (action) => action.type === WorkflowActionType.ApplyAiSuggestions
        ))
    if (!aiSuggestionsUsable) {
      allowed = allowed.filter(
        (a) => a.id !== WorkflowActionType.ApplyAiSuggestions
      )
    }
    if (
      this.allowedActionTypes?.length === allowed.length &&
      this.allowedActionTypes.every((a, i) => a.id === allowed[i].id)
    ) {
      return this.allowedActionTypes
    }
    this.allowedActionTypes = allowed
    return allowed
  }
  private checkRemovalActionFields(formWorkflow: Workflow) {
@@ -1277,11 +1198,6 @@ export class WorkflowEditDialogComponent
        passwords: new FormControl(
          this.formatPasswords(action.passwords ?? [])
        ),
        ai_suggestion_fields: new FormControl(
          action.ai_suggestion_fields ?? []
        ),
        ai_create_missing: new FormControl(!!action.ai_create_missing),
        ai_overwrite_existing: new FormControl(!!action.ai_overwrite_existing),
      }),
      { emitEvent }
    )
@@ -1363,18 +1279,13 @@ export class WorkflowEditDialogComponent
  get actionTypeOptions() {
    this.settingsService.trackChanges()
-    // Computed on read rather than cached
+    return this.allowedActionTypes()
    return this.getAllowedActionTypes()
  }
  getActionTypeOptionName(type: WorkflowActionType): string {
    return this.actionTypeOptions.find((t) => t.id === type)?.name ?? ''
  }
  get aiSuggestionFieldOptions() {
    return AI_SUGGESTION_FIELD_OPTIONS
  }
  addAction() {
    if (!this.object) {
      this.object = Object.assign({}, this.objectForm.value)
@@ -1428,9 +1339,6 @@ export class WorkflowEditDialogComponent
        include_document: false,
      },
      passwords: [],
      ai_suggestion_fields: [],
      ai_create_missing: false,
      ai_overwrite_existing: false,
    }
    this.object.actions.push(action)
    this.createActionField(action)
@@ -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', () => {
@@ -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)
@@ -963,24 +963,12 @@ describe('DocumentDetailComponent', () => {
    component.reprocess()
    const modalCloseSpy = jest.spyOn(openModal, 'close')
    openModal.componentInstance.confirmClicked.next()
-    expect(reprocessSpy).toHaveBeenCalledWith({ documents: [doc.id] }, false)
+    expect(reprocessSpy).toHaveBeenCalledWith({ documents: [doc.id] })
    expect(modalSpy).toHaveBeenCalled()
    expect(toastSpy).toHaveBeenCalled()
    expect(modalCloseSpy).toHaveBeenCalled()
  })
  it('should pass remote OCR choice when reprocessing', () => {
    initNormally()
    const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
    reprocessSpy.mockReturnValue(of(true))
    let openModal: NgbModalRef
    modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
    component.reprocess()
    openModal.componentInstance.remoteOcr = true
    openModal.componentInstance.confirmClicked.next()
    expect(reprocessSpy).toHaveBeenCalledWith({ documents: [doc.id] }, true)
  })
  it('should show error if redo ocr call fails', () => {
    initNormally()
    const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
@@ -97,7 +97,6 @@ import { ISODateAdapter } from 'src/app/utils/ngb-iso-date-adapter'
 import * as UTIF from 'utif'
 import { DocumentDetailFieldID } from '../admin/settings/settings.component'
 import { ConfirmDialogComponent } from '../common/confirm-dialog/confirm-dialog.component'
 import { ReprocessConfirmDialogComponent } from '../common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component'
 import { PasswordRemovalConfirmDialogComponent } from '../common/confirm-dialog/password-removal-confirm-dialog/password-removal-confirm-dialog.component'
 import { CustomFieldsDropdownComponent } from '../common/custom-fields-dropdown/custom-fields-dropdown.component'
 import { CorrespondentEditDialogComponent } from '../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
@@ -1403,7 +1402,7 @@ export class DocumentDetailComponent
  }
  reprocess() {
-    let modal = this.modalService.open(ReprocessConfirmDialogComponent, {
+    let modal = this.modalService.open(ConfirmDialogComponent, {
      backdrop: 'static',
    })
    modal.componentInstance.title = $localize`Reprocess confirm`
@@ -1414,10 +1413,7 @@ export class DocumentDetailComponent
    modal.componentInstance.confirmClicked.subscribe(() => {
      modal.componentInstance.buttonsEnabled = false
      this.documentsService
-        .reprocessDocuments(
+        .reprocessDocuments({ documents: [this.document().id] })
          { documents: [this.document().id] },
          modal.componentInstance.remoteOcr
        )
        .subscribe({
          next: () => {
            this.toastService.showInfo(
@@ -1122,7 +1122,6 @@ describe('BulkEditorComponent', () => {
    req.flush(true)
    expect(req.request.body).toEqual({
      documents: [3, 4],
      remote_ocr: false,
    })
    httpTestingController.match(
      `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
@@ -51,7 +51,6 @@ import { ToastService } from 'src/app/services/toast.service'
 import { flattenTags } from 'src/app/utils/flatten-tags'
 import { queryParamsFromFilterRules } from 'src/app/utils/query-params'
 import { MergeConfirmDialogComponent } from '../../common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component'
 import { ReprocessConfirmDialogComponent } from '../../common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component'
 import { RotateConfirmDialogComponent } from '../../common/confirm-dialog/rotate-confirm-dialog/rotate-confirm-dialog.component'
 import { CorrespondentEditDialogComponent } from '../../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
 import { CustomFieldEditDialogComponent } from '../../common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
@@ -910,7 +909,7 @@ export class BulkEditorComponent
  }
  reprocessSelected() {
-    let modal = this.modalService.open(ReprocessConfirmDialogComponent, {
+    let modal = this.modalService.open(ConfirmDialogComponent, {
      backdrop: 'static',
    })
    modal.componentInstance.title = $localize`Reprocess confirm`
@@ -924,10 +923,7 @@ export class BulkEditorComponent
        modal.componentInstance.buttonsEnabled = false
        this.executeDocumentAction(
          modal,
-          this.documentService.reprocessDocuments(
+          this.documentService.reprocessDocuments(this.getSelectionQuery())
            this.getSelectionQuery(),
            modal.componentInstance.remoteOcr
          )
        )
      })
  }
@@ -7,7 +7,7 @@
 </pngx-page-header>
 <form [formGroup]="savedViewsForm" (ngSubmit)="save()">
  <ul class="list-group mb-3" formGroupName="savedViews">
-    @for (view of savedViews(); track view) {
+    @for (view of pagedSavedViews(); track view) {
      <li class="list-group-item py-3">
      <div [formGroupName]="view.id">
        <div class="row">
@@ -81,6 +81,11 @@
    }
  </ul>
-  <button type="button" (click)="reset()" class="btn btn-outline-secondary mb-2" [disabled]="(isDirty$ | async) === false" i18n>Cancel</button>
+  <div class="d-flex align-items-center mb-3">
-  <button type="submit" class="btn btn-primary ms-2 mb-2" [disabled]="(isDirty$ | async) === false" i18n>Save</button>
+    <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($event)" size="sm" aria-label="Pagination"></ngb-pagination>
    }
  </div>
 </form>
@@ -4,6 +4,7 @@ import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { signal } from '@angular/core'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { By } from '@angular/platform-browser'
 import { NgbModal, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { Subject, of, throwError } from 'rxjs'
@@ -222,6 +223,44 @@ describe('SavedViewsComponent', () => {
    ).toEqual(view.show_on_dashboard)
  })
  it('should page saved views, clamp the page if views are removed', () => {
    const manyViews = Array.from({ length: 30 }, (_, i) => ({
      id: i + 1,
      name: `view${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 = {
@@ -1,12 +1,19 @@
 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'
@@ -42,6 +49,7 @@ import { LoadingComponentWithPermissions } from '../../loading-component/loading
    FormsModule,
    ReactiveFormsModule,
    AsyncPipe,
    NgbPaginationModule,
    NgxBootstrapIconsModule,
  ],
 })
@@ -58,6 +66,14 @@ export class SavedViewsComponent
  DisplayMode = DisplayMode
  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 +100,11 @@ 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()
      })
  }
@@ -54,10 +54,6 @@ export const ConfigCategory = {
  AI: $localize`AI Settings`,
 }
 export const ConfigSection = {
  RemoteOCR: $localize`Remote OCR`,
 }
 export const LLMEmbeddingBackendConfig = {
  OPENAI_LIKE: 'openai-like',
  HUGGINGFACE: 'huggingface',
@@ -69,15 +65,6 @@ export const LLMBackendConfig = {
  OLLAMA: 'ollama',
 }
 export const RemoteOCREngineConfig = {
  AZURE_AI: 'azureai',
 }
 export const RemoteOCRModeConfig = {
  ALWAYS: 'always',
  WORKFLOW_ONLY: 'workflow_only',
 }
 export interface ConfigOption {
  key: string
  title: string
@@ -85,7 +72,6 @@ export interface ConfigOption {
  choices?: Array<{ id: string; name: string }>
  config_key?: string
  category: string
  section?: string
  note?: string
 }
@@ -195,43 +181,6 @@ export const PaperlessConfigOptions: ConfigOption[] = [
    config_key: 'PAPERLESS_OCR_USER_ARGS',
    category: ConfigCategory.OCR,
  },
  {
    key: 'remote_ocr_engine',
    title: $localize`Remote OCR Engine`,
    type: ConfigOptionType.Select,
    choices: mapToItems(RemoteOCREngineConfig),
    config_key: 'PAPERLESS_REMOTE_OCR_ENGINE',
    category: ConfigCategory.OCR,
    section: ConfigSection.RemoteOCR,
    note: $localize`Enabling remote OCR sends documents to a third-party service for processing. Consider the privacy implications as well as potential costs before enabling.`,
  },
  {
    key: 'remote_ocr_api_key',
    title: $localize`Remote OCR API Key`,
    type: ConfigOptionType.Password,
    config_key: 'PAPERLESS_REMOTE_OCR_API_KEY',
    category: ConfigCategory.OCR,
    section: ConfigSection.RemoteOCR,
  },
  {
    key: 'remote_ocr_endpoint',
    title: $localize`Remote OCR Endpoint`,
    type: ConfigOptionType.String,
    config_key: 'PAPERLESS_REMOTE_OCR_ENDPOINT',
    category: ConfigCategory.OCR,
    section: ConfigSection.RemoteOCR,
    note: $localize`Required when using the Azure AI engine.`,
  },
  {
    key: 'remote_ocr_mode',
    title: $localize`Remote OCR Mode`,
    type: ConfigOptionType.Select,
    choices: mapToItems(RemoteOCRModeConfig),
    config_key: 'PAPERLESS_REMOTE_OCR_MODE',
    category: ConfigCategory.OCR,
    section: ConfigSection.RemoteOCR,
    note: $localize`Which documents are sent to the remote engine. Use 'workflow_only' to keep remote OCR off unless a workflow enables it for a document.`,
  },
  {
    key: 'app_logo',
    title: $localize`Application Logo`,
@@ -449,10 +398,6 @@ export interface PaperlessConfig extends ObjectWithId {
  barcode_enable_tag: boolean
  barcode_tag_mapping: object
  barcode_tag_split: boolean
  remote_ocr_engine: string
  remote_ocr_api_key: string
  remote_ocr_endpoint: string
  remote_ocr_mode: string
  ai_enabled: boolean
  llm_embedding_backend: string
  llm_embedding_model: string
@@ -1,6 +1,5 @@
 import { PdfEditorEditMode } from '../components/common/pdf-editor/pdf-editor-edit-mode'
 import { PdfZoomScale } from '../components/common/pdf-viewer/pdf-viewer.types'
 import { RemoteOCRModeConfig } from './paperless-config'
 import { User } from './user'
 export interface UiSettings {
@@ -95,8 +94,6 @@ export const SETTINGS_KEYS = {
  OUTLOOK_OAUTH_URL: 'outlook_oauth_url',
  EMAIL_ENABLED: 'email_enabled',
  AI_ENABLED: 'ai_enabled',
  REMOTE_OCR_CONFIGURED: 'remote_ocr:configured',
  REMOTE_OCR_MODE: 'remote_ocr:mode',
 }
 export const SETTINGS: UiSetting[] = [
@@ -350,14 +347,4 @@ export const SETTINGS: UiSetting[] = [
    type: 'string',
    default: PdfEditorEditMode.Create,
  },
  {
    key: SETTINGS_KEYS.REMOTE_OCR_CONFIGURED,
    type: 'boolean',
    default: false,
  },
  {
    key: SETTINGS_KEYS.REMOTE_OCR_MODE,
    type: 'string',
    default: RemoteOCRModeConfig.ALWAYS,
  },
 ]
@@ -7,18 +7,6 @@ export enum WorkflowActionType {
  Webhook = 4,
  PasswordRemoval = 5,
  MoveToTrash = 6,
  RemoteOcr = 7,
  ApplyAiSuggestions = 8,
 }
 // see src/documents/models.py AISuggestionField
 export enum AISuggestionField {
  Title = 'title',
  Tags = 'tags',
  Correspondent = 'correspondent',
  DocumentType = 'document_type',
  StoragePath = 'storage_path',
  Created = 'created',
 }
 export interface WorkflowActionEmail extends ObjectWithId {
@@ -113,10 +101,4 @@ export interface WorkflowAction extends ObjectWithId {
  webhook?: WorkflowActionWebhook
  passwords?: string[]
  ai_suggestion_fields?: AISuggestionField[]
  ai_create_missing?: boolean
  ai_overwrite_existing?: boolean
 }
@@ -284,21 +284,6 @@ describe(`DocumentService`, () => {
    expect(req.request.method).toEqual('POST')
    expect(req.request.body).toEqual({
      documents: ids,
      remote_ocr: false,
    })
  })
  it('should request remote OCR when reprocessing with it enabled', () => {
    const ids = [1, 2, 3]
    subscription = service
      .reprocessDocuments({ documents: ids }, true)
      .subscribe()
    const req = httpTestingController.expectOne(
      `${environment.apiBaseUrl}${endpoint}/reprocess/`
    )
    expect(req.request.body).toEqual({
      documents: ids,
      remote_ocr: true,
    })
  })
@@ -349,13 +349,9 @@ export class DocumentService extends AbstractPaperlessService<Document> {
    })
  }
-  reprocessDocuments(
+  reprocessDocuments(selection: DocumentSelectionQuery) {
    selection: DocumentSelectionQuery,
    remoteOcr: boolean = false
  ) {
    return this.http.post(this.getResourceUrl(null, 'reprocess'), {
      ...selection,
      remote_ocr: remoteOcr,
    })
  }
@@ -13,7 +13,6 @@ import { environment } from 'src/environments/environment'
 import { CustomFieldDataType } from '../data/custom-field'
 import { DEFAULT_DISPLAY_FIELDS, DisplayField } from '../data/document'
 import { SavedView } from '../data/saved-view'
 import { RemoteOCRModeConfig } from '../data/paperless-config'
 import { SETTINGS_KEYS, UiSettings } from '../data/ui-settings'
 import { PermissionsService } from './permissions.service'
 import { CustomFieldsService } from './rest/custom-fields.service'
@@ -435,26 +434,4 @@ describe('SettingsService', () => {
        ).name
    ).toEqual(customFields[0].name)
  })
  it('should offer remote OCR only when configured and selective', () => {
    settingsService.set(SETTINGS_KEYS.REMOTE_OCR_CONFIGURED, false)
    settingsService.set(
      SETTINGS_KEYS.REMOTE_OCR_MODE,
      RemoteOCRModeConfig.WORKFLOW_ONLY
    )
    expect(settingsService.remoteOCRIsSelectable).toBeFalsy()
    // configured, but already handling every document
    settingsService.set(SETTINGS_KEYS.REMOTE_OCR_CONFIGURED, true)
    settingsService.set(
      SETTINGS_KEYS.REMOTE_OCR_MODE,
      RemoteOCRModeConfig.ALWAYS
    )
    expect(settingsService.remoteOCRIsSelectable).toBeFalsy()
    settingsService.set(
      SETTINGS_KEYS.REMOTE_OCR_MODE,
      RemoteOCRModeConfig.WORKFLOW_ONLY
    )
    expect(settingsService.remoteOCRIsSelectable).toBeTruthy()
  })
 })
@@ -19,7 +19,6 @@ import {
 } from 'src/app/utils/color'
 import { DEFAULT_APP_TITLE, environment } from 'src/environments/environment'
 import { DEFAULT_DISPLAY_FIELDS, DisplayField } from '../data/document'
 import { RemoteOCRModeConfig } from '../data/paperless-config'
 import { SavedView } from '../data/saved-view'
 import {
  PAPERLESS_GREEN_HEX,
@@ -688,17 +687,6 @@ export class SettingsService {
    return this.settingIsSet(SETTINGS_KEYS.UPDATE_CHECKING_ENABLED)
  }
  /**
   * Offering remote OCR as a  choice only makes sense when an engine
   * is configured but is not already handling every document.
   */
  get remoteOCRIsSelectable(): boolean {
    return (
      this.get(SETTINGS_KEYS.REMOTE_OCR_CONFIGURED) &&
      this.get(SETTINGS_KEYS.REMOTE_OCR_MODE) !== RemoteOCRModeConfig.ALWAYS
    )
  }
  offerTour(): boolean {
    return this.dashboardIsEmpty() && !this.get(SETTINGS_KEYS.TOUR_COMPLETE)
  }
@@ -394,16 +394,10 @@ def delete(doc_ids: list[int]) -> Literal["OK"]:
    return "OK"
-def reprocess(doc_ids: list[int], *, remote_ocr: bool = False) -> Literal["OK"]:
+def reprocess(doc_ids: list[int]) -> Literal["OK"]:
    """
    Re-run parsing for the given documents.
    Consumption workflows do not run here, so ``remote_ocr`` is how the user
    asks for the remote engine when it is not configured to handle everything.
    """
    for document_id in doc_ids:
        update_document_content_maybe_archive_file.apply_async(
-            kwargs={"document_id": document_id, "remote_ocr": remote_ocr},
+            kwargs={"document_id": document_id},
            headers={"trigger_source": PaperlessTask.TriggerSource.MANUAL},
        )
@@ -53,7 +53,6 @@ from documents.utils import copy_basic_file_stats
 from documents.utils import copy_file_with_basic_stats
 from documents.utils import run_subprocess
 from paperless.config import OcrConfig
 from paperless.config import RemoteOCRConfig
 from paperless.models import ArchiveFileGenerationChoices
 from paperless.parsers import ParserContext
 from paperless.parsers import ParserProtocol
@@ -452,19 +451,12 @@ class ConsumerPlugin(
                except Exception as e:
                    self.log.error(f"Error attempting to clean PDF: {e}")
            # Workflows have already run at this point, so the metadata knows
            # whether this document was singled out for remote OCR
            allow_remote = (
                self.metadata.remote_ocr or RemoteOCRConfig().remote_ocr_by_default
            )
            # Based on the mime type, get the parser for that type
            parser_class: type[ParserProtocol] | None = (
                get_parser_registry().get_parser_for_file(
                    mime_type,
                    self.filename,
                    self.working_copy,
                    allow_remote=allow_remote,
                )
            )
            if not parser_class:
@@ -473,16 +465,6 @@ class ConsumerPlugin(
                    f"Unsupported mime type {mime_type}",
                )
            if self.metadata.remote_ocr and not getattr(
                parser_class,
                "uses_remote_service",
                False,
            ):
                self.log.warning(
                    "Remote OCR was requested for this document but no remote "
                    "parser is available for it, processing locally instead.",
                )
            # Notify all listeners that we're going to do some work.
            document_consumption_started.send(
@@ -34,7 +34,6 @@ class DocumentMetadataOverrides:
    skip_asn_if_exists: bool = False
    version_label: str | None = None
    actor_id: int | None = None
    remote_ocr: bool = False
    def update(self, other: "DocumentMetadataOverrides") -> "DocumentMetadataOverrides":
        """
@@ -58,8 +57,6 @@ class DocumentMetadataOverrides:
            self.actor_id = other.actor_id
        if other.skip_asn_if_exists:
            self.skip_asn_if_exists = True
        if other.remote_ocr:
            self.remote_ocr = True
        if other.version_label is not None:
            self.version_label = other.version_label
@@ -1,30 +0,0 @@
 # Generated by Django 5.2.16 on 2026-08-10 17:27
 from django.db import migrations
 from django.db import models
 class Migration(migrations.Migration):
    dependencies = [
        ("documents", "0022_add_perf_indexes"),
    ]
    operations = [
        migrations.AlterField(
            model_name="workflowaction",
            name="type",
            field=models.PositiveSmallIntegerField(
                choices=[
                    (1, "Assignment"),
                    (2, "Removal"),
                    (3, "Email"),
                    (4, "Webhook"),
                    (5, "Password removal"),
                    (6, "Move to trash"),
                    (7, "Remote OCR"),
                ],
                default=1,
                verbose_name="Workflow Action Type",
            ),
        ),
    ]
@@ -1,84 +0,0 @@
 # Generated by Django 5.2.16 on 2026-08-10 18:26
 from django.db import migrations
 from django.db import models
 class Migration(migrations.Migration):
    dependencies = [
        ("documents", "0023_alter_workflowaction_type"),
    ]
    operations = [
        migrations.AddField(
            model_name="workflowaction",
            name="ai_create_missing",
            field=models.BooleanField(
                default=False,
                help_text="Create suggested tags, correspondents, document types and storage paths that do not already exist instead of skipping them.",
                verbose_name="create missing objects",
            ),
        ),
        migrations.AddField(
            model_name="workflowaction",
            name="ai_overwrite_existing",
            field=models.BooleanField(
                default=False,
                help_text="Apply suggestions even if the document already has a value for that field. Tags are always added to, never replaced.",
                verbose_name="overwrite existing values",
            ),
        ),
        migrations.AddField(
            model_name="workflowaction",
            name="ai_suggestion_fields",
            field=models.JSONField(
                blank=True,
                help_text="Which of the AI-suggested fields to apply to the document.",
                null=True,
                verbose_name="AI suggestion fields",
            ),
        ),
        migrations.AlterField(
            model_name="workflowaction",
            name="type",
            field=models.PositiveSmallIntegerField(
                choices=[
                    (1, "Assignment"),
                    (2, "Removal"),
                    (3, "Email"),
                    (4, "Webhook"),
                    (5, "Password removal"),
                    (6, "Move to trash"),
                    (7, "Remote OCR"),
                    (8, "Apply AI suggestions"),
                ],
                default=1,
                verbose_name="Workflow Action Type",
            ),
        ),
        migrations.AlterField(
            model_name="paperlesstask",
            name="task_type",
            field=models.CharField(
                choices=[
                    ("consume_file", "Consume File"),
                    ("train_classifier", "Train Classifier"),
                    ("sanity_check", "Sanity Check"),
                    ("index_optimize", "Index Optimize"),
                    ("mail_fetch", "Mail Fetch"),
                    ("llm_index", "LLM Index"),
                    ("empty_trash", "Empty Trash"),
                    ("check_workflows", "Check Workflows"),
                    ("bulk_update", "Bulk Update"),
                    ("reprocess_document", "Reprocess Document"),
                    ("build_share_link", "Build Share Link"),
                    ("bulk_delete", "Bulk Delete"),
                    ("apply_ai_suggestions", "Apply AI Suggestions"),
                ],
                db_index=True,
                help_text="The kind of work being performed",
                max_length=50,
                verbose_name="Task Type",
            ),
        ),
    ]
@@ -695,7 +695,6 @@ class PaperlessTask(ModelWithOwner):
        REPROCESS_DOCUMENT = "reprocess_document", _("Reprocess Document")
        BUILD_SHARE_LINK = "build_share_link", _("Build Share Link")
        BULK_DELETE = "bulk_delete", _("Bulk Delete")
        APPLY_AI_SUGGESTIONS = "apply_ai_suggestions", _("Apply AI Suggestions")
    COMPLETE_STATUSES = (
        Status.SUCCESS,
@@ -1600,22 +1599,6 @@ class WorkflowAction(models.Model):
            6,
            _("Move to trash"),
        )
        REMOTE_OCR = (
            7,
            _("Remote OCR"),
        )
        APPLY_AI_SUGGESTIONS = (
            8,
            _("Apply AI suggestions"),
        )
    class AISuggestionField(models.TextChoices):
        TITLE = ("title", _("Title"))
        TAGS = ("tags", _("Tags"))
        CORRESPONDENT = ("correspondent", _("Correspondent"))
        DOCUMENT_TYPE = ("document_type", _("Document type"))
        STORAGE_PATH = ("storage_path", _("Storage path"))
        CREATED = ("created", _("Created date"))
    type = models.PositiveSmallIntegerField(
        _("Workflow Action Type"),
@@ -1854,33 +1837,6 @@ class WorkflowAction(models.Model):
        ),
    )
    ai_suggestion_fields = models.JSONField(
        _("AI suggestion fields"),
        null=True,
        blank=True,
        help_text=_(
            "Which of the AI-suggested fields to apply to the document.",
        ),
    )
    ai_create_missing = models.BooleanField(
        _("create missing objects"),
        default=False,
        help_text=_(
            "Create suggested tags, correspondents, document types and storage "
            "paths that do not already exist instead of skipping them.",
        ),
    )
    ai_overwrite_existing = models.BooleanField(
        _("overwrite existing values"),
        default=False,
        help_text=_(
            "Apply suggestions even if the document already has a value for that "
            "field. Tags are always added to, never replaced.",
        ),
    )
    class Meta:
        verbose_name = _("workflow action")
        verbose_name_plural = _("workflow actions")
@@ -1744,7 +1744,7 @@ class DeleteDocumentsSerializer(DocumentSelectionSerializer):
 class ReprocessDocumentsSerializer(DocumentSelectionSerializer):
-    remote_ocr = serializers.BooleanField(required=False, default=False)
+    pass
 class BulkEditSerializer(
@@ -2086,13 +2086,6 @@ class BulkEditSerializer(
                        f"Page {op['page']} is out of bounds for document with {doc.page_count} pages.",
                    )
    def _validate_parameters_reprocess(self, parameters) -> None:
        if "remote_ocr" in parameters:
            if not isinstance(parameters["remote_ocr"], bool):
                raise serializers.ValidationError("remote_ocr must be a boolean")
        else:
            parameters["remote_ocr"] = False
    def validate_parameters_remove_password(self, parameters):
        if "password" not in parameters:
            raise serializers.ValidationError("password not specified")
@@ -2157,8 +2150,6 @@ class BulkEditSerializer(
            self._validate_parameters_edit_pdf(parameters, attrs["documents"][0])
        elif method == bulk_edit.remove_password:
            self.validate_parameters_remove_password(parameters)
        elif method == bulk_edit.reprocess:
            self._validate_parameters_reprocess(parameters)
        return attrs
@@ -3184,9 +3175,6 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
            "email",
            "webhook",
            "passwords",
            "ai_suggestion_fields",
            "ai_create_missing",
            "ai_overwrite_existing",
        ]
    def validate(self, attrs):
@@ -3225,6 +3213,13 @@ 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
@@ -3260,23 +3255,6 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
                    "Passwords are required for password removal actions",
                )
        if (
            "type" in attrs
            and attrs["type"] == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
        ):
            fields = attrs.get("ai_suggestion_fields")
            valid_fields = set(WorkflowAction.AISuggestionField.values)
            if (
                fields is None
                or not isinstance(fields, list)
                or len(fields) == 0
                or any(field not in valid_fields for field in fields)
            ):
                raise serializers.ValidationError(
                    "At least one valid field is required for apply AI "
                    f"suggestions actions, options are: {sorted(valid_fields)}",
                )
        return attrs
@@ -3297,40 +3275,6 @@ class WorkflowSerializer(serializers.ModelSerializer[Workflow]):
            "actions",
        ]
    def validate(self, attrs):
        attrs = super().validate(attrs)
        triggers = attrs.get("triggers") or []
        actions = attrs.get("actions") or []
        # Remote OCR can only work with consumption triggers
        if any(
            action.get("type") == WorkflowAction.WorkflowActionType.REMOTE_OCR
            for action in actions
        ) and not any(
            trigger.get("type") == WorkflowTrigger.WorkflowTriggerType.CONSUMPTION
            for trigger in triggers
        ):
            raise serializers.ValidationError(
                "Remote OCR actions require a consumption started trigger",
            )
        # Suggestions are made from the document content, which does not exist
        # until after consumption has finished
        if any(
            action.get("type") == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
            for action in actions
        ) and not any(
            trigger.get("type") != WorkflowTrigger.WorkflowTriggerType.CONSUMPTION
            for trigger in triggers
        ):
            raise serializers.ValidationError(
                "Apply AI suggestions actions require a trigger other than "
                "consumption started",
            )
        return attrs
    def update_triggers_and_actions(
        self,
        instance: Workflow,
@@ -971,39 +971,6 @@ def run_workflows(
                    )
                elif action.type == WorkflowAction.WorkflowActionType.MOVE_TO_TRASH:
                    has_move_to_trash_action = True
                elif action.type == WorkflowAction.WorkflowActionType.REMOTE_OCR:
                    if use_overrides and overrides:
                        overrides.remote_ocr = True
                    else:
                        # If a workflow has a consumption trigger *and* another type,
                        # the document has already been parsed by the time the other one fires
                        logger.debug(
                            "Remote OCR action only applies to consumption "
                            "triggers, ignoring",
                            extra={"group": logging_group},
                        )
                elif (
                    action.type
                    == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
                ):
                    if use_overrides:
                        # The document has not been parsed yet, so there is no
                        # content for the LLM to make suggestions from
                        logger.debug(
                            "Apply AI suggestions action does not apply to "
                            "consumption triggers, ignoring",
                            extra={"group": logging_group},
                        )
                    else:
                        # Queued rather than run sync
                        from documents.tasks import apply_ai_suggestions
                        # kwargs so the PaperlessTask record can note the
                        # document, see _extract_input_data
                        apply_ai_suggestions.delay(
                            action_id=action.pk,
                            document_id=document.pk,
                        )
            if not use_overrides:
                # limit title to 128 characters
@@ -1059,7 +1026,6 @@ TRACKED_TASKS: dict[str, PaperlessTask.TaskType] = {
    "documents.tasks.update_document_content_maybe_archive_file": PaperlessTask.TaskType.REPROCESS_DOCUMENT,
    "documents.tasks.build_share_link_bundle": PaperlessTask.TaskType.BUILD_SHARE_LINK,
    "documents.bulk_edit.delete": PaperlessTask.TaskType.BULK_DELETE,
    "documents.tasks.apply_ai_suggestions": PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS,
 }
 _CELERY_STATE_TO_STATUS: dict[str, PaperlessTask.Status] = {
@@ -1113,12 +1079,6 @@ def _extract_input_data(
            return {"account_ids": account_ids}
        return {}
    if task_type == PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS:
        document_id = task_kwargs.get("document_id")
        if document_id is not None:
            return {"document_id": document_id}
        return {}
    return {}
@@ -66,7 +66,6 @@ from documents.utils import compute_checksum
 from documents.utils import identity
 from documents.workflows.utils import get_workflows_for_trigger
 from paperless.config import AIConfig
 from paperless.config import RemoteOCRConfig
 from paperless.logging import consume_task_id
 from paperless.parsers import ParserContext
 from paperless.parsers.registry import get_parser_registry
@@ -338,17 +337,10 @@ def bulk_update_documents(document_ids) -> None:
@shared_task
-def update_document_content_maybe_archive_file(
+def update_document_content_maybe_archive_file(document_id) -> None:
    document_id,
    *,
    remote_ocr: bool = False,
 ) -> None:
    """
    Re-creates OCR content and thumbnail for a document, and archive file if
    it exists.
    Remote OCR is used only when the engine is configured to handle everything
    or if explicitly asked for via ``remote_ocr``.
    """
    document = Document.objects.get(id=document_id)
@@ -358,7 +350,6 @@ def update_document_content_maybe_archive_file(
        mime_type,
        document.original_filename or "",
        document.source_path,
        allow_remote=remote_ocr or RemoteOCRConfig().remote_ocr_by_default,
    )
    if not parser_class:
@@ -713,45 +704,6 @@ def llmindex_index(
    )
@shared_task(
    bind=True,
    autoretry_for=(Exception,),
    max_retries=3,
    retry_backoff=60,
    retry_backoff_max=600,
    retry_jitter=True,
 )
 def apply_ai_suggestions(self, action_id: int, document_id: int) -> None:
    """
    Deferred "apply AI suggestions" workflow action.
    """
    from documents.models import WorkflowAction
    from documents.workflows.ai import apply_ai_suggestions_to_document
    try:
        action = WorkflowAction.objects.get(pk=action_id)
        document = Document.objects.select_related("owner").get(pk=document_id)
    except (WorkflowAction.DoesNotExist, Document.DoesNotExist):
        logger.warning(
            "Workflow action %s or document %s no longer exists, "
            "not applying AI suggestions",
            action_id,
            document_id,
        )
        return
    if not apply_ai_suggestions_to_document(action, document):
        return
    # No document_updated signal to avoid loop
    clear_document_caches(document.pk)
    index_document.delay(document.pk)
    ai_config = AIConfig()
    if ai_config.llm_index_enabled:
        update_document_in_llm_index.apply_async(kwargs={"document": document})
@shared_task
 def update_document_in_llm_index(document) -> None:
    llm_index_add_or_update_document(document)
@@ -72,10 +72,6 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
                "barcode_enable_tag": None,
                "barcode_tag_mapping": None,
                "barcode_tag_split": None,
                "remote_ocr_engine": None,
                "remote_ocr_api_key": None,
                "remote_ocr_endpoint": None,
                "remote_ocr_mode": None,
                "ai_enabled": False,
                "llm_embedding_backend": None,
                "llm_embedding_model": None,
@@ -874,49 +870,6 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
        config.refresh_from_db()
        self.assertEqual(config.llm_api_key, None)
    def test_update_remote_ocr_api_key(self) -> None:
        """
        GIVEN:
            - Existing config with remote_ocr_api_key specified
        WHEN:
            - API to update remote_ocr_api_key is called with all *s
            - API to update remote_ocr_api_key is called with empty string
        THEN:
            - remote_ocr_api_key is unchanged
            - remote_ocr_api_key is set to None
        """
        config = ApplicationConfiguration.objects.first()
        assert config is not None
        config.remote_ocr_api_key = "1234567890"
        config.save()
        # Test with all *
        response = self.client.patch(
            f"{self.ENDPOINT}1/",
            json.dumps(
                {
                    "remote_ocr_api_key": "*" * 32,
                },
            ),
            content_type="application/json",
        )
        self.assertEqual(response.status_code, status.HTTP_200_OK)
        config.refresh_from_db()
        self.assertEqual(config.remote_ocr_api_key, "1234567890")
        # Test with empty string
        response = self.client.patch(
            f"{self.ENDPOINT}1/",
            json.dumps(
                {
                    "remote_ocr_api_key": "",
                },
            ),
            content_type="application/json",
        )
        self.assertEqual(response.status_code, status.HTTP_200_OK)
        config.refresh_from_db()
        self.assertEqual(config.remote_ocr_api_key, None)
    def test_enable_ai_index_triggers_update(self) -> None:
        """
        GIVEN:
@@ -532,29 +532,7 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
        m.assert_called_once()
        args, kwargs = m.call_args
        self.assertEqual(args[0], [self.doc1.id])
-        self.assertEqual(kwargs, {"remote_ocr": False})
+        self.assertEqual(len(kwargs), 0)
    @mock.patch("documents.views.bulk_edit.reprocess")
    def test_reprocess_documents_endpoint_remote_ocr(self, m) -> None:
        """
        GIVEN:
            - API data to reprocess a document with remote OCR requested
        WHEN:
            - API is called
        THEN:
            - reprocess is called with remote_ocr=True
        """
        self.setup_mock(m, "reprocess")
        response = self.client.post(
            "/api/documents/reprocess/",
            json.dumps({"documents": [self.doc1.id], "remote_ocr": True}),
            content_type="application/json",
        )
        self.assertEqual(response.status_code, status.HTTP_200_OK)
        m.assert_called_once()
        args, kwargs = m.call_args
        self.assertEqual(args[0], [self.doc1.id])
        self.assertEqual(kwargs, {"remote_ocr": True})
    @mock.patch("documents.serialisers.bulk_edit.set_storage_path")
    def test_api_set_storage_path(self, m) -> None:
@@ -1575,29 +1553,6 @@ class TestBulkEditAPI(DirectoriesMixin, APITestCase):
                            ),
                        )
    def test_legacy_bulk_edit_reprocess_invalid_remote_ocr(self) -> None:
        """
        GIVEN:
            - The deprecated bulk_edit endpoint with a non-boolean remote_ocr
        WHEN:
            - API is called
        THEN:
            - The request is rejected rather than passed through to the task
        """
        response = self.client.post(
            "/api/documents/bulk_edit/",
            json.dumps(
                {
                    "documents": [self.doc1.id],
                    "method": "reprocess",
                    "parameters": {"remote_ocr": "yes please"},
                },
            ),
            content_type="application/json",
        )
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
    @mock.patch("documents.views.bulk_edit.edit_pdf")
    def test_edit_pdf(self, m) -> None:
        self.setup_mock(m, "edit_pdf")
@@ -60,10 +60,6 @@ class TestApiUiSettings(DirectoriesMixin, APITestCase):
                },
                "email_enabled": False,
                "ai_enabled": False,
                "remote_ocr": {
                    "configured": False,
                    "mode": "always",
                },
            },
        )
@@ -158,50 +154,6 @@ class TestApiUiSettings(DirectoriesMixin, APITestCase):
            str(response.data["settings"]),
        )
    @override_settings(
        REMOTE_OCR_ENGINE="azureai",
        REMOTE_OCR_API_KEY="somekey",
        REMOTE_OCR_ENDPOINT="https://example.cognitiveservices.azure.com",
        REMOTE_OCR_MODE="workflow_only",
    )
    def test_settings_reports_remote_ocr_when_configured(self) -> None:
        """
        GIVEN:
            - A fully configured remote OCR engine in workflow_only mode
        WHEN:
            - The ui_settings endpoint is called
        THEN:
            - The UI is told remote OCR is available and selective, so it can
              offer it where it would actually change something
        """
        response = self.client.get(self.ENDPOINT, format="json")
        self.assertEqual(response.status_code, status.HTTP_200_OK)
        self.assertEqual(
            response.data["settings"]["remote_ocr"],
            {"configured": True, "mode": "workflow_only"},
        )
    @override_settings(
        REMOTE_OCR_ENGINE="azureai",
        REMOTE_OCR_API_KEY=None,
        REMOTE_OCR_ENDPOINT=None,
    )
    def test_settings_reports_remote_ocr_incompletely_configured(self) -> None:
        """
        GIVEN:
            - An engine named but missing its endpoint and API key
        WHEN:
            - The ui_settings endpoint is called
        THEN:
            - It is reported as not configured, matching what the parser
              registry will actually do
        """
        response = self.client.get(self.ENDPOINT, format="json")
        self.assertEqual(response.status_code, status.HTTP_200_OK)
        self.assertFalse(response.data["settings"]["remote_ocr"]["configured"])
    @override_settings(
        OAUTH_CALLBACK_BASE_URL="http://localhost:8000",
        GMAIL_OAUTH_CLIENT_ID="abc123",
@@ -390,221 +390,6 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
        self.assertEqual(Workflow.objects.count(), 1)
    def test_api_create_remote_ocr_action_requires_consumption_trigger(
        self,
    ) -> None:
        """
        GIVEN:
            - API request to create a workflow with a remote OCR action
            - No consumption started trigger, so the action could never run
        WHEN:
            - API is called
        THEN:
            - Correct HTTP 400 response
            - No objects are created
        """
        existing_count = Workflow.objects.count()
        response = self.client.post(
            self.ENDPOINT,
            json.dumps(
                {
                    "name": "Remote OCR too late",
                    "order": 1,
                    "triggers": [
                        {
                            "type": WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
                        },
                    ],
                    "actions": [
                        {
                            "type": WorkflowAction.WorkflowActionType.REMOTE_OCR,
                        },
                    ],
                },
            ),
            content_type="application/json",
        )
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
        self.assertEqual(Workflow.objects.count(), existing_count)
    def test_api_create_remote_ocr_action_with_consumption_trigger(self) -> None:
        """
        GIVEN:
            - API request to create a workflow with a remote OCR action
            - A consumption started trigger alongside another trigger type
        WHEN:
            - API is called
        THEN:
            - The workflow is created, the action applies to consumption only
        """
        response = self.client.post(
            self.ENDPOINT,
            json.dumps(
                {
                    "name": "Remote OCR on consume",
                    "order": 1,
                    "triggers": [
                        {
                            "type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
                            "filter_filename": "*.pdf",
                        },
                        {
                            "type": WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
                        },
                    ],
                    "actions": [
                        {
                            "type": WorkflowAction.WorkflowActionType.REMOTE_OCR,
                        },
                    ],
                },
            ),
            content_type="application/json",
        )
        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
    def _post_ai_suggestions_workflow(self, *, trigger_types, action: dict):
        def trigger(trigger_type):
            # consumption triggers require a filter of their own
            if trigger_type == WorkflowTrigger.WorkflowTriggerType.CONSUMPTION:
                return {"type": trigger_type, "filter_filename": "*.pdf"}
            return {"type": trigger_type}
        return self.client.post(
            self.ENDPOINT,
            json.dumps(
                {
                    "name": "Apply AI suggestions",
                    "order": 1,
                    "triggers": [trigger(t) for t in trigger_types],
                    "actions": [
                        {
                            "type": WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
                            **action,
                        },
                    ],
                },
            ),
            content_type="application/json",
        )
    def test_api_create_apply_ai_suggestions_action(self) -> None:
        """
        GIVEN:
            - API request to create a workflow with an apply AI suggestions
              action and a valid set of fields
        WHEN:
            - API is called
        THEN:
            - The workflow is created with the chosen options
        """
        response = self._post_ai_suggestions_workflow(
            trigger_types=[WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED],
            action={
                "ai_suggestion_fields": ["title", "tags", "correspondent"],
                "ai_create_missing": True,
                "ai_overwrite_existing": True,
            },
        )
        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
        action = Workflow.objects.get(name="Apply AI suggestions").actions.first()
        self.assertEqual(
            action.ai_suggestion_fields,
            ["title", "tags", "correspondent"],
        )
        self.assertTrue(action.ai_create_missing)
        self.assertTrue(action.ai_overwrite_existing)
    def test_api_create_apply_ai_suggestions_action_requires_fields(self) -> None:
        """
        GIVEN:
            - API request to create an apply AI suggestions action with no
              fields selected, which could never do anything
        WHEN:
            - API is called
        THEN:
            - Correct HTTP 400 response
            - No objects are created
        """
        existing_count = Workflow.objects.count()
        response = self._post_ai_suggestions_workflow(
            trigger_types=[WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED],
            action={"ai_suggestion_fields": []},
        )
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
        self.assertEqual(Workflow.objects.count(), existing_count)
    def test_api_create_apply_ai_suggestions_action_rejects_unknown_field(
        self,
    ) -> None:
        """
        GIVEN:
            - API request to create an apply AI suggestions action naming a
              field that does not exist
        WHEN:
            - API is called
        THEN:
            - Correct HTTP 400 response
        """
        response = self._post_ai_suggestions_workflow(
            trigger_types=[WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED],
            action={"ai_suggestion_fields": ["title", "not_a_field"]},
        )
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
    def test_api_create_apply_ai_suggestions_action_rejects_consumption_only(
        self,
    ) -> None:
        """
        GIVEN:
            - API request to create an apply AI suggestions action whose only
              trigger is consumption started, so there is no document content
              to make suggestions from yet
        WHEN:
            - API is called
        THEN:
            - Correct HTTP 400 response
            - No objects are created
        """
        existing_count = Workflow.objects.count()
        response = self._post_ai_suggestions_workflow(
            trigger_types=[WorkflowTrigger.WorkflowTriggerType.CONSUMPTION],
            action={"ai_suggestion_fields": ["title"]},
        )
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
        self.assertEqual(Workflow.objects.count(), existing_count)
    def test_api_create_apply_ai_suggestions_action_allows_extra_consumption_trigger(
        self,
    ) -> None:
        """
        GIVEN:
            - API request to create an apply AI suggestions action with a
              consumption trigger alongside a usable one
        WHEN:
            - API is called
        THEN:
            - The workflow is created, the action applies to the other trigger
        """
        response = self._post_ai_suggestions_workflow(
            trigger_types=[
                WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
                WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
            ],
            action={"ai_suggestion_fields": ["title"]},
        )
        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
    def test_api_create_workflow_trigger_action_empty_fields(self) -> None:
        """
        GIVEN:
@@ -637,6 +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",
@@ -644,6 +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,
@@ -1782,56 +1782,3 @@ class TestPDFActions(DirectoriesMixin, TestCase):
        self.assertIn("wrong password", str(exc.exception))
        self.assertIn("Error removing password from document", cm.output[0])
 class TestBulkEditReprocess(DirectoriesMixin, TestCase):
    def setUp(self) -> None:
        super().setUp()
        self.doc = Document.objects.create(
            title="test",
            checksum="A",
            mime_type="application/pdf",
        )
    @mock.patch("documents.bulk_edit.update_document_content_maybe_archive_file")
    def test_reprocess_defaults_to_local(self, mock_task: mock.Mock) -> None:
        """
        GIVEN:
            - A reprocess request that says nothing about remote OCR
        WHEN:
            - reprocess is called
        THEN:
            - The task is queued without asking for the remote engine
        """
        result = bulk_edit.reprocess([self.doc.id])
        self.assertEqual(result, "OK")
        mock_task.apply_async.assert_called_once()
        _, kwargs = mock_task.apply_async.call_args
        self.assertEqual(
            kwargs["kwargs"],
            {"document_id": self.doc.id, "remote_ocr": False},
        )
    @mock.patch("documents.bulk_edit.update_document_content_maybe_archive_file")
    def test_reprocess_passes_remote_ocr(self, mock_task: mock.Mock) -> None:
        """
        GIVEN:
            - A reprocess request that explicitly asks for remote OCR
        WHEN:
            - reprocess is called
        THEN:
            - The request is forwarded to the task for every document
        """
        other = Document.objects.create(
            title="test2",
            checksum="B",
            mime_type="application/pdf",
        )
        bulk_edit.reprocess([self.doc.id, other.id], remote_ocr=True)
        self.assertEqual(mock_task.apply_async.call_count, 2)
        for call in mock_task.apply_async.call_args_list:
            self.assertTrue(call.kwargs["kwargs"]["remote_ocr"])
@@ -1559,72 +1559,6 @@ class PostConsumeTestCase(DirectoriesMixin, GetConsumerMixin, TestCase):
                        consumer.run_post_consume_script(doc)
 class TestConsumerRemoteOCR(
    DirectoriesMixin,
    FileSystemAssertsMixin,
    GetConsumerMixin,
    TestCase,
 ):
    """
    The consumer resolves the remote OCR mode and the per-document request from
    workflows into the allow_remote flag it hands to the parser registry.
    """
    def setUp(self) -> None:
        super().setUp()
        patcher = mock.patch("documents.consumer.get_parser_registry")
        self.mock_registry = patcher.start()
        self.mock_registry.return_value.get_parser_for_file.return_value = DummyParser
        self.addCleanup(patcher.stop)
    def _consume(self, *, overrides: DocumentMetadataOverrides | None = None) -> bool:
        src = (
            Path(__file__).parent
            / "samples"
            / "documents"
            / "originals"
            / "0000001.pdf"
        )
        dst = self.dirs.scratch_dir / "sample.pdf"
        shutil.copy(src, dst)
        with self.get_consumer(dst, overrides=overrides) as consumer:
            consumer.run()
        _, kwargs = self.mock_registry.return_value.get_parser_for_file.call_args
        return kwargs["allow_remote"]
    @override_settings(REMOTE_OCR_MODE="always")
    def test_always_mode_allows_remote(self) -> None:
        """
        GIVEN: Remote OCR mode is 'always'.
        WHEN:  A document is consumed without any workflow asking for it.
        THEN:  The registry is allowed to pick the remote parser.
        """
        self.assertTrue(self._consume())
    @override_settings(REMOTE_OCR_MODE="workflow_only")
    def test_workflow_only_mode_denies_remote_by_default(self) -> None:
        """
        GIVEN: Remote OCR mode is 'workflow_only'.
        WHEN:  A document is consumed and nothing asked for remote OCR.
        THEN:  The remote parser is excluded.
        """
        self.assertFalse(self._consume())
    @override_settings(REMOTE_OCR_MODE="workflow_only")
    def test_workflow_only_mode_allows_remote_when_requested(self) -> None:
        """
        GIVEN: Remote OCR mode is 'workflow_only'.
        WHEN:  A workflow set remote_ocr on the metadata overrides.
        THEN:  The registry is allowed to pick the remote parser.
        """
        self.assertTrue(
            self._consume(overrides=DocumentMetadataOverrides(remote_ocr=True)),
        )
 class TestMetadataOverrides(TestCase):
    def test_update_skip_asn_if_exists(self) -> None:
        base = DocumentMetadataOverrides()
@@ -1632,20 +1566,6 @@ class TestMetadataOverrides(TestCase):
        base.update(incoming)
        self.assertTrue(base.skip_asn_if_exists)
    def test_update_remote_ocr(self) -> None:
        base = DocumentMetadataOverrides()
        base.update(DocumentMetadataOverrides(remote_ocr=True))
        self.assertTrue(base.remote_ocr)
    def test_update_remote_ocr_is_not_unset(self) -> None:
        """
        A later workflow that says nothing must not undo an earlier one that
        asked for remote OCR.
        """
        base = DocumentMetadataOverrides(remote_ocr=True)
        base.update(DocumentMetadataOverrides())
        self.assertTrue(base.remote_ocr)
    def test_update_actor_and_version_label(self) -> None:
        base = DocumentMetadataOverrides(
            actor_id=1,
@@ -385,25 +385,6 @@ class TestTaskFailureHandler:
        task_failure_handler(task_id=None, exception=ValueError("x"), traceback=None)
@pytest.mark.django_db
 class TestApplyAiSuggestionsTracking:
    def test_records_the_document_it_is_for(self) -> None:
        """
        The action queues one task per document, so the tracked record notes
        which document it is for -- otherwise a bulk run is an indistinguishable
        wall of identical entries in the tasks list.
        """
        task_id = send_publish(
            "documents.tasks.apply_ai_suggestions",
            (),
            {"action_id": 1, "document_id": 42},
        )
        task = PaperlessTask.objects.get(task_id=task_id)
        assert task.task_type == PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS
        assert task.input_data == {"document_id": 42}
@pytest.mark.django_db
 class TestTaskRevokedHandler:
    def test_marks_task_revoked(self, mocker: pytest_mock.MockerFixture) -> None:
@@ -14,7 +14,6 @@ from documents.models import Correspondent
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import Tag
 from documents.models import WorkflowAction
 from documents.sanity_checker import SanityCheckFailedException
 from documents.sanity_checker import SanityCheckMessages
 from documents.tests.test_classifier import dummy_preprocess
@@ -288,45 +287,6 @@ class TestUpdateContent(DirectoriesMixin, TestCase):
        self.assertNotEqual(Document.objects.get(pk=doc.pk).content, "test")
 class TestUpdateContentRemoteOCR(DirectoriesMixin, TestCase):
    """
    Consumption workflows do not run on reprocess, so the remote parser is
    used only in 'always' mode or when the caller explicitly asks for it.
    """
    def setUp(self) -> None:
        super().setUp()
        patcher = mock.patch("documents.tasks.get_parser_registry")
        self.mock_registry = patcher.start()
        self.mock_registry.return_value.get_parser_for_file.return_value = None
        self.addCleanup(patcher.stop)
        self.doc = Document.objects.create(
            title="test",
            content="my document",
            checksum="wow",
            mime_type="application/pdf",
        )
    def _allow_remote(self, **kwargs) -> bool:
        tasks.update_document_content_maybe_archive_file(self.doc.pk, **kwargs)
        _, call_kwargs = self.mock_registry.return_value.get_parser_for_file.call_args
        return call_kwargs["allow_remote"]
    @override_settings(REMOTE_OCR_MODE="always")
    def test_always_mode_allows_remote(self) -> None:
        self.assertTrue(self._allow_remote())
    @override_settings(REMOTE_OCR_MODE="workflow_only")
    def test_workflow_only_mode_denies_remote_by_default(self) -> None:
        self.assertFalse(self._allow_remote())
    @override_settings(REMOTE_OCR_MODE="workflow_only")
    def test_workflow_only_mode_allows_remote_when_requested(self) -> None:
        self.assertTrue(self._allow_remote(remote_ocr=True))
 class TestAIIndex(DirectoriesMixin, TestCase):
    @override_settings(
        AI_ENABLED=True,
@@ -448,110 +408,3 @@ class TestAIIndex(DirectoriesMixin, TestCase):
                rebuild=False,
                document_ids=doc_ids,
            )
 class TestApplyAISuggestionsTask(DirectoriesMixin, TestCase):
    def setUp(self) -> None:
        super().setUp()
        self.doc = Document.objects.create(
            title="doc",
            content="content",
            checksum="apply-ai-suggestions",
        )
        self.action = WorkflowAction.objects.create(
            type=WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
            ai_suggestion_fields=[WorkflowAction.AISuggestionField.TITLE],
        )
    def test_reindexes_without_sending_document_updated(self) -> None:
        """
        GIVEN:
            - An apply AI suggestions action that changes the document
        WHEN:
            - The task runs
        THEN:
            - The search index and caches are refreshed directly, deliberately
              not via the document_updated signal: that re-runs updated
              workflows, which for this action means queueing another LLM
              query for a document it just changed, forever
        """
        with (
            mock.patch(
                "documents.workflows.ai.apply_ai_suggestions_to_document",
                return_value=["title"],
            ),
            mock.patch("documents.tasks.index_document") as index_document,
            mock.patch("documents.tasks.clear_document_caches") as clear_caches,
            mock.patch("documents.tasks.document_updated") as document_updated,
        ):
            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk)
        index_document.delay.assert_called_once_with(self.doc.pk)
        clear_caches.assert_called_once_with(self.doc.pk)
        document_updated.send.assert_not_called()
    def test_no_changes_skips_reindex(self) -> None:
        """
        GIVEN:
            - An apply AI suggestions action that changes nothing
        WHEN:
            - The task runs
        THEN:
            - No reindexing work is queued
        """
        with (
            mock.patch(
                "documents.workflows.ai.apply_ai_suggestions_to_document",
                return_value=[],
            ),
            mock.patch("documents.tasks.index_document") as index_document,
        ):
            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk)
        index_document.delay.assert_not_called()
    @override_settings(AI_ENABLED=True, LLM_EMBEDDING_BACKEND="huggingface")
    def test_updates_llm_index_when_enabled(self) -> None:
        """
        GIVEN:
            - An apply AI suggestions action that changes the document
            - The LLM index is enabled
        WHEN:
            - The task runs
        THEN:
            - The document is updated in the LLM index too
        """
        with (
            mock.patch(
                "documents.workflows.ai.apply_ai_suggestions_to_document",
                return_value=["title"],
            ),
            mock.patch("documents.tasks.index_document"),
            mock.patch(
                "documents.tasks.update_document_in_llm_index",
            ) as update_in_llm_index,
        ):
            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk)
        update_in_llm_index.apply_async.assert_called_once()
    def test_deleted_document_is_a_noop(self) -> None:
        """
        GIVEN:
            - A document that was deleted between the workflow running and the
              queued task starting
        WHEN:
            - The task runs
        THEN:
            - It logs and exits rather than raising
        """
        with (
            mock.patch(
                "documents.workflows.ai.apply_ai_suggestions_to_document",
            ) as apply_suggestions,
            self.assertLogs("paperless.tasks", level="WARNING") as cm,
        ):
            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk + 1000)
        apply_suggestions.assert_not_called()
        self.assertIn("no longer exists", "".join(cm.output))
@@ -31,9 +31,7 @@ from documents.file_handling import create_source_path_directory
 from documents.file_handling import generate_filename
 from documents.file_handling import generate_unique_filename
 from documents.signals.handlers import run_workflows
 from documents.workflows.ai import apply_ai_suggestions_to_document
 from documents.workflows.webhooks import send_webhook
 from paperless_ai.exceptions import LLMTimeoutError
 if TYPE_CHECKING:
    from django.db.models import QuerySet
@@ -2002,6 +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:
@@ -5362,493 +5409,3 @@ class TestDateWorkflowLocalization(
            document = Document.objects.first()
            assert document is not None
            assert document.title == expected_title
 class TestRemoteOCRWorkflowAction(DirectoriesMixin, SampleDirMixin, APITestCase):
    def _make_workflow(self, trigger_type) -> None:
        trigger = WorkflowTrigger.objects.create(type=trigger_type)
        action = WorkflowAction.objects.create(
            type=WorkflowAction.WorkflowActionType.REMOTE_OCR,
        )
        w = Workflow.objects.create(name="Remote OCR", order=0)
        w.triggers.add(trigger)
        w.actions.add(action)
        w.save()
    def test_consumption_trigger_requests_remote_ocr(self) -> None:
        """
        GIVEN:
            - A consumption workflow with a remote OCR action
        WHEN:
            - A matching document is consumed
        THEN:
            - The overrides ask for remote OCR, which is what the consumer
              reads when choosing a parser
        """
        self._make_workflow(WorkflowTrigger.WorkflowTriggerType.CONSUMPTION)
        test_file = shutil.copy(
            self.SAMPLE_DIR / "simple.pdf",
            self.dirs.scratch_dir / "simple.pdf",
        )
        overrides = DocumentMetadataOverrides()
        run_workflows(
            WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
            ConsumableDocument(
                source=DocumentSource.ConsumeFolder,
                original_file=test_file,
            ),
            overrides=overrides,
        )
        self.assertTrue(overrides.remote_ocr)
    def test_other_trigger_types_are_ignored(self) -> None:
        """
        GIVEN:
            - A workflow with a remote OCR action that also has a
              non-consumption trigger, which is a valid combination
        WHEN:
            - The non-consumption trigger fires
        THEN:
            - The action is skipped, since the document has already been
              parsed by this point
        """
        trigger = WorkflowTrigger.objects.create(
            type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
        )
        updated_trigger = WorkflowTrigger.objects.create(
            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
        )
        action = WorkflowAction.objects.create(
            type=WorkflowAction.WorkflowActionType.REMOTE_OCR,
        )
        w = Workflow.objects.create(name="Remote OCR", order=0)
        w.triggers.add(trigger, updated_trigger)
        w.actions.add(action)
        w.save()
        doc = Document.objects.create(
            title="sample test",
            original_filename="sample.pdf",
        )
        with self.assertLogs("paperless.handlers", level="DEBUG") as cm:
            run_workflows(
                WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
                doc,
            )
        self.assertIn("only applies to consumption triggers", "".join(cm.output))
 SUGGESTIONS = {
    "title": "Suggested Title",
    "tags": ["Existing Tag", "Suggested Tag"],
    "correspondents": ["Existing Correspondent", "Suggested Correspondent"],
    "document_types": ["Suggested Document Type"],
    "storage_paths": ["Suggested Storage Path"],
    "dates": ["2024-03-05"],
 }
 ALL_SUGGESTION_FIELDS = [
    WorkflowAction.AISuggestionField.TITLE,
    WorkflowAction.AISuggestionField.TAGS,
    WorkflowAction.AISuggestionField.CORRESPONDENT,
    WorkflowAction.AISuggestionField.DOCUMENT_TYPE,
    WorkflowAction.AISuggestionField.STORAGE_PATH,
    WorkflowAction.AISuggestionField.CREATED,
 ]
@override_settings(AI_ENABLED=True)
 class TestApplyAISuggestionsWorkflowAction(
    DirectoriesMixin,
    SampleDirMixin,
    APITestCase,
 ):
    def setUp(self) -> None:
        super().setUp()
        self.user = User.objects.create(username="ai-user")
        self.doc = Document.objects.create(
            title="original.pdf",
            content="the document content",
            checksum="ai-suggestions-checksum",
            mime_type="application/pdf",
            created=datetime.date(2020, 1, 1),
            owner=self.user,
        )
    def make_action(self, **kwargs) -> WorkflowAction:
        return WorkflowAction.objects.create(
            type=WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
            ai_suggestion_fields=kwargs.pop(
                "ai_suggestion_fields",
                ALL_SUGGESTION_FIELDS,
            ),
            **kwargs,
        )
    def make_workflow(self, action: WorkflowAction, trigger_type) -> Workflow:
        trigger = WorkflowTrigger.objects.create(type=trigger_type)
        w = Workflow.objects.create(name="Apply AI suggestions", order=0)
        w.triggers.add(trigger)
        w.actions.add(action)
        w.save()
        return w
    def apply(self, action: WorkflowAction) -> list[str]:
        with mock.patch(
            "documents.workflows.ai.get_ai_document_classification",
            return_value=SUGGESTIONS,
        ):
            changed = apply_ai_suggestions_to_document(action, self.doc)
        self.doc.refresh_from_db()
        return changed
    def test_document_added_trigger_queues_task(self) -> None:
        """
        GIVEN:
            - A document added workflow with an apply AI suggestions action
        WHEN:
            - A matching document is added
        THEN:
            - The work is queued rather than run inline, so a slow LLM query
              cannot stall the rest of the workflow run
        """
        action = self.make_action()
        self.make_workflow(action, WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED)
        with mock.patch("documents.tasks.apply_ai_suggestions.delay") as delay:
            run_workflows(
                WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
                self.doc,
            )
        delay.assert_called_once_with(action_id=action.pk, document_id=self.doc.pk)
    def test_consumption_trigger_is_ignored(self) -> None:
        """
        GIVEN:
            - A workflow with an apply AI suggestions action and a consumption
              trigger alongside a valid one
        WHEN:
            - The consumption trigger fires
        THEN:
            - The action is skipped, since the document has not been parsed
              yet and so has no content to make suggestions from
        """
        action = self.make_action()
        w = self.make_workflow(
            action,
            WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
        )
        w.triggers.add(
            WorkflowTrigger.objects.create(
                type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
            ),
        )
        test_file = shutil.copy(
            self.SAMPLE_DIR / "simple.pdf",
            self.dirs.scratch_dir / "simple.pdf",
        )
        with (
            mock.patch("documents.tasks.apply_ai_suggestions.delay") as delay,
            self.assertLogs("paperless.handlers", level="DEBUG") as cm,
        ):
            run_workflows(
                WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
                ConsumableDocument(
                    source=DocumentSource.ConsumeFolder,
                    original_file=test_file,
                ),
                overrides=DocumentMetadataOverrides(),
            )
        delay.assert_not_called()
        self.assertIn("does not apply to consumption triggers", "".join(cm.output))
    def test_no_selected_fields_does_nothing(self) -> None:
        """
        GIVEN:
            - An action with no suggestion fields selected
        WHEN:
            - The action is applied
        THEN:
            - Nothing is changed and it is logged
        """
        action = self.make_action(ai_suggestion_fields=[])
        with self.assertLogs("paperless.workflows.ai", level="WARNING") as cm:
            changed = self.apply(action)
        self.assertEqual(changed, [])
        self.assertIn("no AI suggestion fields selected", "".join(cm.output))
    @override_settings(AI_ENABLED=False)
    def test_ai_disabled_does_nothing(self) -> None:
        """
        GIVEN:
            - An action on an install where AI has since been disabled
        WHEN:
            - The action is applied
        THEN:
            - Nothing is changed and it is logged
        """
        action = self.make_action()
        with self.assertLogs("paperless.workflows.ai", level="ERROR") as cm:
            changed = self.apply(action)
        self.assertEqual(changed, [])
        self.assertIn("AI is not enabled", "".join(cm.output))
    def test_invalid_configuration_leaves_document_untouched(self) -> None:
        """
        GIVEN:
            - An AI backend that is misconfigured
        WHEN:
            - The action is applied
        THEN:
            - The failure is logged and the document is left alone. It is not
              re-raised, because retrying will not fix a bad configuration
        """
        action = self.make_action()
        with (
            mock.patch(
                "documents.workflows.ai.get_ai_document_classification",
                side_effect=ValueError("nope"),
            ),
            self.assertLogs("paperless.workflows.ai", level="ERROR") as cm,
        ):
            changed = apply_ai_suggestions_to_document(action, self.doc)
        self.assertEqual(changed, [])
        self.doc.refresh_from_db()
        self.assertEqual(self.doc.title, "original.pdf")
        self.assertIn("Invalid AI configuration", "".join(cm.output))
    def test_transient_llm_failure_is_raised_for_retry(self) -> None:
        """
        GIVEN:
            - An LLM backend that times out, or rate limits the request
        WHEN:
            - The action is applied
        THEN:
            - The error propagates so the queued task can back off and retry,
              rather than silently dropping this document's suggestions
        """
        action = self.make_action()
        with (
            mock.patch(
                "documents.workflows.ai.get_ai_document_classification",
                side_effect=LLMTimeoutError(),
            ),
            self.assertRaises(LLMTimeoutError),
        ):
            apply_ai_suggestions_to_document(action, self.doc)
        self.doc.refresh_from_db()
        self.assertEqual(self.doc.title, "original.pdf")
    def test_only_matching_objects_are_applied(self) -> None:
        """
        GIVEN:
            - An action without create missing, and only some of the suggested
              objects existing
        WHEN:
            - The action is applied
        THEN:
            - Only the existing objects are assigned, unmatched suggestions are
              dropped rather than creating anything
        """
        tag = Tag.objects.create(name="Existing Tag", owner=self.user)
        correspondent = Correspondent.objects.create(
            name="Existing Correspondent",
            owner=self.user,
        )
        action = self.make_action(ai_overwrite_existing=True)
        changed = self.apply(action)
        self.assertEqual(self.doc.correspondent, correspondent)
        self.assertEqual(list(self.doc.tags.all()), [tag])
        # Nothing matched for these and create missing is off
        self.assertIsNone(self.doc.document_type)
        self.assertIsNone(self.doc.storage_path)
        self.assertNotIn("document_type", changed)
        self.assertEqual(Tag.objects.count(), 1)
        self.assertEqual(Correspondent.objects.count(), 1)
    def test_create_missing_creates_objects_owned_by_document_owner(self) -> None:
        """
        GIVEN:
            - An action with create missing enabled
        WHEN:
            - The action is applied and suggestions match nothing
        THEN:
            - Tags, correspondents and document types are created, owned by the
              document owner so they stay private to them
            - Storage paths are never created, since a path template cannot be
              inferred from a name
        """
        action = self.make_action(
            ai_create_missing=True,
            ai_overwrite_existing=True,
        )
        changed = self.apply(action)
        self.assertEqual(
            sorted(t.name for t in self.doc.tags.all()),
            ["Existing Tag", "Suggested Tag"],
        )
        self.assertEqual(self.doc.correspondent.name, "Existing Correspondent")
        self.assertEqual(self.doc.correspondent.owner, self.user)
        self.assertEqual(self.doc.document_type.name, "Suggested Document Type")
        self.assertEqual(self.doc.document_type.owner, self.user)
        self.assertIsNone(self.doc.storage_path)
        self.assertFalse(StoragePath.objects.exists())
        self.assertNotIn("storage_path", changed)
    def test_overwrite_disabled_keeps_existing_values(self) -> None:
        """
        GIVEN:
            - An action without overwrite existing
            - A document that already has a title, created date and
              correspondent
        WHEN:
            - The action is applied
        THEN:
            - The existing values are kept, only the empty document type is
              filled in
        """
        existing = Correspondent.objects.create(name="Mine", owner=self.user)
        self.doc.correspondent = existing
        self.doc.save()
        action = self.make_action(ai_create_missing=True)
        changed = self.apply(action)
        self.assertEqual(self.doc.title, "original.pdf")
        self.assertEqual(self.doc.created, datetime.date(2020, 1, 1))
        self.assertEqual(self.doc.correspondent, existing)
        self.assertEqual(self.doc.document_type.name, "Suggested Document Type")
        self.assertNotIn("title", changed)
        self.assertNotIn("correspondent", changed)
    def test_overwrite_enabled_replaces_existing_values(self) -> None:
        """
        GIVEN:
            - An action with overwrite existing
            - A document that already has a title and created date
        WHEN:
            - The action is applied
        THEN:
            - The suggested values replace them
        """
        action = self.make_action(
            ai_create_missing=True,
            ai_overwrite_existing=True,
        )
        changed = self.apply(action)
        self.assertEqual(self.doc.title, "Suggested Title")
        self.assertEqual(self.doc.created, datetime.date(2024, 3, 5))
        self.assertIn("title", changed)
        self.assertIn("created", changed)
    def test_tags_are_added_not_replaced(self) -> None:
        """
        GIVEN:
            - A document that already has a tag unrelated to the suggestions
        WHEN:
            - The action is applied with overwrite existing enabled
        THEN:
            - The existing tag is kept, since suggested tags are always
              additive regardless of the overwrite setting
        """
        kept = Tag.objects.create(name="Do Not Remove", owner=self.user)
        self.doc.tags.add(kept)
        Tag.objects.create(name="Existing Tag", owner=self.user)
        action = self.make_action(ai_overwrite_existing=True)
        self.apply(action)
        self.assertEqual(
            sorted(t.name for t in self.doc.tags.all()),
            ["Do Not Remove", "Existing Tag"],
        )
    def test_unselected_fields_are_untouched(self) -> None:
        """
        GIVEN:
            - An action that only selects the title
        WHEN:
            - The action is applied
        THEN:
            - Only the title changes, even though the LLM suggested everything
        """
        action = self.make_action(
            ai_suggestion_fields=[WorkflowAction.AISuggestionField.TITLE],
            ai_create_missing=True,
            ai_overwrite_existing=True,
        )
        changed = self.apply(action)
        self.assertEqual(changed, ["title"])
        self.assertEqual(self.doc.title, "Suggested Title")
        self.assertEqual(self.doc.tags.count(), 0)
        self.assertIsNone(self.doc.correspondent)
        self.assertEqual(self.doc.created, datetime.date(2020, 1, 1))
    def test_another_users_private_objects_are_not_matched(self) -> None:
        """
        GIVEN:
            - A suggested tag name that exists, but is owned by someone else
        WHEN:
            - The action is applied
        THEN:
            - It is not assigned, because the document owner cannot see it
        """
        other = User.objects.create(username="someone-else")
        Tag.objects.create(name="Existing Tag", owner=other)
        action = self.make_action(
            ai_suggestion_fields=[WorkflowAction.AISuggestionField.TAGS],
        )
        self.apply(action)
        self.assertEqual(self.doc.tags.count(), 0)
    def test_unparsable_dates_are_skipped(self) -> None:
        """
        GIVEN:
            - Suggested dates that are not all valid
        WHEN:
            - The action is applied
        THEN:
            - The first usable date is applied and the rest ignored
        """
        action = self.make_action(
            ai_suggestion_fields=[WorkflowAction.AISuggestionField.CREATED],
            ai_overwrite_existing=True,
        )
        with mock.patch(
            "documents.workflows.ai.get_ai_document_classification",
            return_value={**SUGGESTIONS, "dates": ["not a date", "2019-07-04"]},
        ):
            changed = apply_ai_suggestions_to_document(action, self.doc)
        self.doc.refresh_from_db()
        self.assertEqual(changed, ["created"])
        self.assertEqual(self.doc.created, datetime.date(2019, 7, 4))
@@ -236,15 +236,12 @@ from paperless import version
 from paperless.celery import app as celery_app
 from paperless.config import AIConfig
 from paperless.config import GeneralConfig
 from paperless.config import RemoteOCRConfig
 from paperless.models import ApplicationConfiguration
 from paperless.parsers.registry import get_parser_registry
 from paperless.parsers.remote import RemoteEngineConfig
 from paperless.serialisers import GroupSerializer
 from paperless.serialisers import UserSerializer
 from paperless.views import StandardPagination
 from paperless_ai.ai_classifier import get_ai_document_classification
 from paperless_ai.ai_classifier import get_llm_output_language
 from paperless_ai.chat import stream_chat_with_documents
 from paperless_ai.exceptions import LLMTimeoutError
 from paperless_ai.matching import extract_unmatched_names
@@ -656,6 +653,20 @@ class TagViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet[Tag]):
            update_document_parent_tags(tag, new_parent)
 def _get_llm_output_language(ai_config: AIConfig, request) -> str | None:
    output_language = ai_config.llm_output_language
    if (
        not output_language
        and hasattr(request.user, "ui_settings")
        and isinstance(
            request.user.ui_settings.settings,
            dict,
        )
    ):
        output_language = request.user.ui_settings.settings.get("language")
    return output_language
@extend_schema_view(**generate_object_with_permissions_schema(DocumentTypeSerializer))
 class DocumentTypeViewSet(
    PermissionsAwareDocumentCountMixin,
@@ -1517,10 +1528,7 @@ class DocumentViewSet(
        if not ai_config.ai_enabled:
            return HttpResponseBadRequest("AI is required for this feature")
-        output_language = get_llm_output_language(
+        output_language = _get_llm_output_language(ai_config=ai_config, request=request)
            ai_config=ai_config,
            user=request.user,
        )
        llm_cache_backend = ":".join(
            part
            for part in (
@@ -2259,16 +2267,13 @@ 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),
            )
-        output_language = get_llm_output_language(
+        output_language = _get_llm_output_language(ai_config=ai_config, request=request)
            ai_config=ai_config,
            user=request.user,
        )
        response = StreamingHttpResponse(
            stream_chat_with_documents(
@@ -4005,11 +4010,6 @@ class UiSettingsView(GenericAPIView[Any]):
        ui_settings["auditlog_enabled"] = settings.AUDIT_LOG_ENABLED
        ui_settings["remote_ocr"] = {
            "configured": RemoteEngineConfig.from_app_config().engine_is_valid(),
            "mode": RemoteOCRConfig().remote_ocr_mode,
        }
        if settings.GMAIL_OAUTH_ENABLED or settings.OUTLOOK_OAUTH_ENABLED:
            manager = PaperlessMailOAuth2Manager()
            if settings.GMAIL_OAUTH_ENABLED:
@@ -1,241 +0,0 @@
 import logging
 from datetime import date
 from datetime import datetime
 from django.contrib.auth.models import User
 from documents.models import Correspondent
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import StoragePath
 from documents.models import Tag
 from documents.models import WorkflowAction
 from paperless.config import AIConfig
 from paperless_ai.ai_classifier import get_ai_document_classification
 from paperless_ai.ai_classifier import get_llm_output_language
 from paperless_ai.matching import extract_unmatched_names
 from paperless_ai.matching import match_correspondents_by_name
 from paperless_ai.matching import match_document_types_by_name
 from paperless_ai.matching import match_storage_paths_by_name
 from paperless_ai.matching import match_tags_by_name
 logger = logging.getLogger("paperless.workflows.ai")
 AISuggestionField = WorkflowAction.AISuggestionField
 # Tags use m2m relation instead
 DIRECT_FIELDS: dict[str, str] = {
    AISuggestionField.TITLE: "title",
    AISuggestionField.CORRESPONDENT: "correspondent",
    AISuggestionField.DOCUMENT_TYPE: "document_type",
    AISuggestionField.STORAGE_PATH: "storage_path",
    AISuggestionField.CREATED: "created",
 }
 def resolve_date(dates: list[str]) -> date | None:
    """
    First usable date out of the suggestions, which are expected as
    YYYY-MM-DD. Document.created is a DateField, so only one can be applied.
    """
    for value in dates:
        try:
            return datetime.strptime(value, "%Y-%m-%d").date()
        except (TypeError, ValueError):
            logger.debug("Ignoring unparsable suggested date %s", value)
    return None
 def resolve_object(
    model,
    names: list[str],
    matched: list,
    *,
    create_missing: bool,
    owner: User | None,
 ):
    """
    Single object from a suggestion list. The best match if there was one, else
    optionally a newly-created object. StoragePaths are excluded.
    """
    if matched:
        return matched[0]
    if not create_missing or model is StoragePath:
        return None
    unmatched = extract_unmatched_names(names, matched)
    if not unmatched:
        return None
    # (name, owner) is what MatchingModel is unique on
    obj, created = model.objects.get_or_create(
        name=unmatched[0][:128],
        owner=owner,
    )
    if created:
        logger.info("Created %s '%s' from AI suggestion", model.__name__, obj.name)
    return obj
 def resolve_tags(
    names: list[str],
    matched: list[Tag],
    *,
    create_missing: bool,
    owner: User | None,
 ) -> list[Tag]:
    """
    Matched tags, plus newly created ones if create_missing is set.
    """
    tags = list(matched)
    if not create_missing:
        return tags
    for name in extract_unmatched_names(names, matched):
        tag, created = Tag.objects.get_or_create(
            name=name[:128],
            owner=owner,
        )
        if created:
            logger.info("Created tag '%s' from AI suggestion", tag.name)
        tags.append(tag)
    return tags
 def apply_ai_suggestions_to_document(
    action: WorkflowAction,
    document: Document,
    logging_group=None,
 ) -> list[str]:
    """
    Get suggestions about `document` and write the chosen fields.
    Returns the names of the fields that were actually changed.
    """
    selected = set(action.ai_suggestion_fields or [])
    if not selected:
        logger.warning(
            "Workflow action %s has no AI suggestion fields selected, skipping",
            action.pk,
            extra={"group": logging_group},
        )
        return []
    ai_config = AIConfig()
    if not ai_config.ai_enabled:
        logger.error(
            "AI is not enabled, cannot apply AI suggestions for document %s",
            document.pk,
            extra={"group": logging_group},
        )
        return []
    # Workflows run without a user, so we use the document owner
    owner = document.owner
    try:
        suggestions = get_ai_document_classification(
            document,
            owner,
            get_llm_output_language(ai_config, owner),
        )
    except ValueError:
        # A bad AI config will not fix itself, so swallow it rather than
        # letting the caller retry. Timeouts, rate limits, network errors etc
        # propagate so the queued task can back off and try again.
        logger.exception(
            "Invalid AI configuration, cannot get suggestions for document %s",
            document.pk,
            extra={"group": logging_group},
        )
        return []
    overwrite = action.ai_overwrite_existing
    create_missing = action.ai_create_missing
    updated_fields: list[str] = []
    def should_set(field: str) -> bool:
        # The field is selected and (overwrite or it's empty)
        return field in selected and (
            overwrite or getattr(document, DIRECT_FIELDS[field]) in (None, "")
        )
    if should_set(AISuggestionField.TITLE):
        title = (suggestions.get("title") or "").strip()
        if title:
            # title is capped at 128 characters
            document.title = title[:128]
            updated_fields.append("title")
    if should_set(AISuggestionField.CORRESPONDENT):
        names = suggestions.get("correspondents", [])
        correspondent = resolve_object(
            Correspondent,
            names,
            match_correspondents_by_name(names, owner),
            create_missing=create_missing,
            owner=owner,
        )
        if correspondent:
            document.correspondent = correspondent
            updated_fields.append("correspondent")
    if should_set(AISuggestionField.DOCUMENT_TYPE):
        names = suggestions.get("document_types", [])
        document_type = resolve_object(
            DocumentType,
            names,
            match_document_types_by_name(names, owner),
            create_missing=create_missing,
            owner=owner,
        )
        if document_type:
            document.document_type = document_type
            updated_fields.append("document_type")
    if should_set(AISuggestionField.STORAGE_PATH):
        names = suggestions.get("storage_paths", [])
        storage_path = resolve_object(
            StoragePath,
            names,
            match_storage_paths_by_name(names, owner),
            create_missing=create_missing,
            owner=owner,
        )
        if storage_path:
            document.storage_path = storage_path
            updated_fields.append("storage_path")
    if should_set(AISuggestionField.CREATED):
        created = resolve_date(suggestions.get("dates", []))
        if created:
            document.created = created
            updated_fields.append("created")
    if updated_fields:
        # save fields and update modified
        document.save(update_fields=[*updated_fields, "modified"])
    if AISuggestionField.TAGS in selected:
        names = suggestions.get("tags", [])
        tags = resolve_tags(
            names,
            match_tags_by_name(names, owner),
            create_missing=create_missing,
            owner=owner,
        )
        if tags:
            # Suggested tags are always added, so overwrite_existing
            # does not really apply here
            document.add_nested_tags(tags)
            updated_fields.append("tags")
    logger.info(
        "Applied AI suggestions %s to document %s",
        updated_fields or "(none)",
        document.pk,
        extra={"group": logging_group},
    )
    return updated_fields
@@ -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:
@@ -2,8 +2,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: paperless-ngx\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-07-31 16:14+0000\n"
+"POT-Creation-Date: 2026-08-10 02:25+0000\n"
-"PO-Revision-Date: 2026-07-31 16:15\n"
+"PO-Revision-Date: 2026-08-10 02:27\n"
 "Last-Translator: \n"
 "Language-Team: Afrikaans\n"
 "Language: af_ZA\n"
@@ -21,39 +21,39 @@ msgstr ""
 msgid "Documents"
 msgstr "Dokumente"
-#: documents/filters.py:472
+#: documents/filters.py:471
 msgid "Value must be valid JSON."
 msgstr "Waarde moet geldige JSON wees."
-#: documents/filters.py:491
+#: documents/filters.py:490
 msgid "Invalid custom field query expression"
 msgstr "Ongeldige gepasmaakte veldnavraaguitdrukking"
-#: documents/filters.py:501
+#: documents/filters.py:500
 msgid "Invalid expression list. Must be nonempty."
 msgstr "Ongeldige uitdrukking lys. Moet nie leeg wees nie."
-#: documents/filters.py:522
+#: documents/filters.py:521
 msgid "Invalid logical operator {op!r}"
 msgstr "Ongeldige logiese uitdrukking {op!r}"
-#: documents/filters.py:536
+#: documents/filters.py:535
 msgid "Maximum number of query conditions exceeded."
 msgstr ""
-#: documents/filters.py:600
+#: documents/filters.py:599
 msgid "{name!r} is not a valid custom field."
 msgstr ""
-#: documents/filters.py:637
+#: documents/filters.py:636
 msgid "{data_type} does not support query expr {expr!r}."
 msgstr ""
-#: documents/filters.py:752 documents/models.py:136
+#: documents/filters.py:755 documents/models.py:136
 msgid "Maximum nesting depth exceeded."
 msgstr ""
-#: documents/filters.py:1094
+#: documents/filters.py:1079
 msgid "Custom field not found"
 msgstr ""
@@ -1338,48 +1338,48 @@ msgstr ""
 msgid "workflow runs"
 msgstr ""
-#: documents/serialisers.py:522 documents/serialisers.py:874
+#: documents/serialisers.py:521 documents/serialisers.py:873
-#: documents/serialisers.py:2776 documents/views.py:299 documents/views.py:2558
+#: documents/serialisers.py:2767 documents/views.py:299 documents/views.py:2555
 #: paperless_mail/serialisers.py:155
 msgid "Insufficient permissions."
 msgstr ""
-#: documents/serialisers.py:710
+#: documents/serialisers.py:709
 msgid "Invalid color."
 msgstr "Ongeldige kleur."
-#: documents/serialisers.py:2248
+#: documents/serialisers.py:2244
 #, python-format
 msgid "File type %(type)s not supported"
 msgstr "Lêertipe %(type)s word nie ondersteun nie"
-#: documents/serialisers.py:2292
+#: documents/serialisers.py:2288
 #, python-format
 msgid "Custom field id must be an integer: %(id)s"
 msgstr ""
-#: documents/serialisers.py:2299
+#: documents/serialisers.py:2295
 #, python-format
 msgid "Custom field with id %(id)s does not exist"
 msgstr ""
-#: documents/serialisers.py:2316 documents/serialisers.py:2326
+#: documents/serialisers.py:2312 documents/serialisers.py:2322
 msgid "Custom fields must be a list of integers or an object mapping ids to values."
 msgstr ""
-#: documents/serialisers.py:2321
+#: documents/serialisers.py:2317
 msgid "Some custom fields don't exist or were specified twice."
 msgstr ""
-#: documents/serialisers.py:2468
+#: documents/serialisers.py:2464
 msgid "Invalid variable detected."
 msgstr "Ongeldige veranderlike bespeur."
-#: documents/serialisers.py:2832
+#: documents/serialisers.py:2823
 msgid "Duplicate document identifiers are not allowed."
 msgstr ""
-#: documents/serialisers.py:2862 documents/views.py:4517
+#: documents/serialisers.py:2853 documents/views.py:4509
 #, python-format
 msgid "Documents not found: %(ids)s"
 msgstr ""
@@ -1634,36 +1634,36 @@ msgstr ""
 msgid "Unable to parse URI {value}"
 msgstr ""
-#: documents/views.py:292 documents/views.py:2555
+#: documents/views.py:292 documents/views.py:2552
 msgid "Invalid more_like_id"
 msgstr ""
-#: documents/views.py:1567
+#: documents/views.py:1566
 msgid "Invalid AI configuration."
 msgstr ""
-#: documents/views.py:1576
+#: documents/views.py:1575
 msgid "AI backend request timed out."
 msgstr ""
-#: documents/views.py:2380 documents/views.py:2701
+#: documents/views.py:2377 documents/views.py:2698
 msgid "Specify only one of text, title_search, query, or more_like_id."
 msgstr ""
-#: documents/views.py:4529
+#: documents/views.py:4522
 #, python-format
 msgid "Insufficient permissions to share document %(id)s."
 msgstr ""
-#: documents/views.py:4575
+#: documents/views.py:4568
 msgid "Bundle is already being processed."
 msgstr ""
-#: documents/views.py:4636
+#: documents/views.py:4629
 msgid "The share link bundle is still being prepared. Please try again later."
 msgstr ""
-#: documents/views.py:4646
+#: documents/views.py:4639
 msgid "The share link bundle is unavailable."
 msgstr ""
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
Crowdin Bot	793374158f	New Crowdin translations by GitHub Action	2026-08-12 12:23:55 +00:00
Trenton HandGitHub	6a02b87dde	Feature: Updates remote OCR parser to respect the OCR mode setting (#13408 ) * Have the remote parser respect the provided produce_archive_file setting, as already determined via the consumer checks * Updates the documentation to be correct about the respecting now * merge conflict fixing	2026-08-11 19:23:46 +00:00
Trenton HandGitHub	59a2651804	Fix: pass document chat queries as a QuerySet instead of a materialized list (#13638 ) In tracemalloc based profiling, not materializing the whole Document list reduced memory to approximately 20% of the baseline, with a peak memory that scaled with the library size. Now, the lazt queryset is used and only the needed pk value is actually contributing to memory	2026-08-11 15:25:08 +00:00
GitHub Actions	a99f63e059	Auto translate strings	2026-08-11 14:11:20 +00:00
shamoonandGitHub	939cb52f6e	Fix: add pagination to saved views management page (#13646 )	2026-08-11 07:08:30 -07:00
shamoonandGitHub	855669ddf9	Fix: fixes for workflow assign custom field values (#13630 )	2026-08-10 07:38:07 -07:00