Fix: clear descendant selections in dropdown when parent toggled (#12326)

src-ui/src/app/components/common/filterable-dropdown/filterable-dropdown.component.spec.ts

@@ -631,6 +631,59 @@ describe('FilterableDropdownComponent & FilterableDropdownSelectionModel', () =>
     ])
   })
 
+  it('deselecting a parent clears selected descendants', () => {
+    const root: Tag = { id: 100, name: 'Root Tag' }
+    const child: Tag = { id: 101, name: 'Child Tag', parent: root.id }
+    const grandchild: Tag = {
+      id: 102,
+      name: 'Grandchild Tag',
+      parent: child.id,
+    }
+    const other: Tag = { id: 103, name: 'Other Tag' }
+
+    selectionModel.items = [root, child, grandchild, other]
+    selectionModel.set(root.id, ToggleableItemState.Selected, false)
+    selectionModel.set(child.id, ToggleableItemState.Selected, false)
+    selectionModel.set(grandchild.id, ToggleableItemState.Selected, false)
+    selectionModel.set(other.id, ToggleableItemState.Selected, false)
+
+    selectionModel.toggle(root.id, false)
+
+    expect(selectionModel.getSelectedItems()).toEqual([other])
+  })
+
+  it('un-excluding a parent clears excluded descendants', () => {
+    const root: Tag = { id: 110, name: 'Root Tag' }
+    const child: Tag = { id: 111, name: 'Child Tag', parent: root.id }
+    const other: Tag = { id: 112, name: 'Other Tag' }
+
+    selectionModel.items = [root, child, other]
+    selectionModel.set(root.id, ToggleableItemState.Excluded, false)
+    selectionModel.set(child.id, ToggleableItemState.Excluded, false)
+    selectionModel.set(other.id, ToggleableItemState.Excluded, false)
+
+    selectionModel.exclude(root.id, false)
+
+    expect(selectionModel.getExcludedItems()).toEqual([other])
+  })
+
+  it('excluding a selected parent clears selected descendants', () => {
+    const root: Tag = { id: 120, name: 'Root Tag' }
+    const child: Tag = { id: 121, name: 'Child Tag', parent: root.id }
+    const other: Tag = { id: 122, name: 'Other Tag' }
+
+    selectionModel.manyToOne = true
+    selectionModel.items = [root, child, other]
+    selectionModel.set(root.id, ToggleableItemState.Selected, false)
+    selectionModel.set(child.id, ToggleableItemState.Selected, false)
+    selectionModel.set(other.id, ToggleableItemState.Selected, false)
+
+    selectionModel.exclude(root.id, false)
+
+    expect(selectionModel.getExcludedItems()).toEqual([root])
+    expect(selectionModel.getSelectedItems()).toEqual([other])
+  })
+
   it('resorts items immediately when document count sorting enabled', () => {
     const apple: Tag = { id: 55, name: 'Apple' }
     const zebra: Tag = { id: 56, name: 'Zebra' }

src-ui/src/app/components/common/filterable-dropdown/filterable-dropdown.component.ts

@@ -231,6 +231,7 @@ export class FilterableDropdownSelectionModel {
       state == ToggleableItemState.Excluded
     ) {
       this.temporarySelectionStates.delete(id)
+      this.clearDescendantSelections(id)
     }
 
     if (!id) {
@@ -257,6 +258,7 @@ export class FilterableDropdownSelectionModel {
 
       if (this.manyToOne || this.singleSelect) {
         this.temporarySelectionStates.set(id, ToggleableItemState.Excluded)
+        this.clearDescendantSelections(id)
 
         if (this.singleSelect) {
           for (let key of this.temporarySelectionStates.keys()) {
@@ -277,9 +279,15 @@ export class FilterableDropdownSelectionModel {
           newState = ToggleableItemState.NotSelected
         }
         this.temporarySelectionStates.set(id, newState)
+        if (newState == ToggleableItemState.Excluded) {
+          this.clearDescendantSelections(id)
+        }
       }
     } else if (!id || state == ToggleableItemState.Excluded) {
       this.temporarySelectionStates.delete(id)
+      if (id) {
+        this.clearDescendantSelections(id)
+      }
     }
 
     if (fireEvent) {
@@ -291,6 +299,33 @@ export class FilterableDropdownSelectionModel {
     return this.selectionStates.get(id) || ToggleableItemState.NotSelected
   }
 
+  private clearDescendantSelections(id: number) {
+    for (const descendantID of this.getDescendantIDs(id)) {
+      this.temporarySelectionStates.delete(descendantID)
+    }
+  }
+
+  private getDescendantIDs(id: number): number[] {
+    const descendants: number[] = []
+    const queue: number[] = [id]
+
+    while (queue.length) {
+      const parentID = queue.shift()
+      for (const item of this._items) {
+        if (
+          typeof item?.id === 'number' &&
+          typeof (item as any)['parent'] === 'number' &&
+          (item as any)['parent'] === parentID
+        ) {
+          descendants.push(item.id)
+          queue.push(item.id)
+        }
+      }
+    }
+
+    return descendants
+  }
+
   get logicalOperator(): LogicalOperator {
     return this.temporaryLogicalOperator
   }

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

@@ -15,7 +15,7 @@
       }
 
       @if (document && displayFields?.includes(DisplayField.TAGS)) {
-        <div class="tags d-flex flex-column text-end position-absolute me-1 fs-6">
+        <div class="tags d-flex flex-column text-end position-absolute me-1 fs-6" [class.tags-no-wrap]="document.tags.length > 3">
           @for (tagID of tagIDs; track tagID) {
             <pngx-tag [tagID]="tagID" (click)="clickTag.emit(tagID);$event.stopPropagation()" [clickable]="true" linkTitle="Toggle tag filter" i18n-linkTitle></pngx-tag>
           }

src-ui/src/app/components/document-list/document-card-small/document-card-small.component.scss

@@ -72,4 +72,14 @@ a {
   max-width: 80%;
   row-gap: .2rem;
   line-height: 1;
+
+  &.tags-no-wrap {
+    ::ng-deep .badge {
+      display: inline-block;
+      max-width: 100%;
+      white-space: nowrap;
+      overflow: hidden;
+      text-overflow: ellipsis;
+    }
+  }
 }

src-ui/src/app/components/document-list/document-card-small/document-card-small.component.spec.ts

@@ -82,6 +82,16 @@ describe('DocumentCardSmallComponent', () => {
     ).toHaveLength(6)
   })
 
+  it('should clear hidden tag counter when tag count falls below the limit', () => {
+    expect(component.moreTags).toEqual(3)
+
+    component.document.tags = [1, 2, 3, 4, 5, 6]
+    fixture.detectChanges()
+
+    expect(component.moreTags).toBeNull()
+    expect(fixture.nativeElement.textContent).not.toContain('+ 3')
+  })
+
   it('should try to close the preview on mouse leave', () => {
     component.popupPreview = {
       close: jest.fn(),

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

@@ -126,6 +126,7 @@ export class DocumentCardSmallComponent
       this.moreTags = this.document.tags.length - (limit - 1)
       return this.document.tags.slice(0, limit - 1)
     } else {
+      this.moreTags = null
       return this.document.tags
     }
   }

src/documents/signals/handlers.py

@@ -833,6 +833,8 @@ def run_workflows(
             if not use_overrides:
                 # limit title to 128 characters
                 document.title = document.title[:128]
+                # Make sure the filename and archive filename are accurate
+                document.refresh_from_db(fields=["filename", "archive_filename"])
                 # save first before setting tags
                 document.save()
                 document.tags.set(doc_tag_ids)

src/documents/tests/test_workflows.py

@@ -25,6 +25,7 @@ from rest_framework.test import APIClient
 from rest_framework.test import APITestCase
 
 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.webhooks import send_webhook
@@ -898,6 +899,63 @@ class TestWorkflows(
         expected_str = f"Document matched {trigger} from {w}"
         self.assertIn(expected_str, cm.output[0])
 
+    def test_workflow_assign_custom_field_keeps_storage_filename_in_sync(self) -> None:
+        """
+        GIVEN:
+            - Existing document with a storage path template that depends on a custom field
+            - Existing workflow triggered on document update assigning that custom field
+        WHEN:
+            - Workflow runs for the document
+        THEN:
+            - The database filename remains aligned with the moved file on disk
+        """
+        storage_path = StoragePath.objects.create(
+            name="workflow-custom-field-path",
+            path="{{ custom_fields|get_cf_value('Custom Field 1', 'none') }}/{{ title }}",
+        )
+        doc = Document.objects.create(
+            title="workflow custom field sync",
+            mime_type="application/pdf",
+            checksum="workflow-custom-field-sync",
+            storage_path=storage_path,
+            original_filename="workflow-custom-field-sync.pdf",
+        )
+        CustomFieldInstance.objects.create(
+            document=doc,
+            field=self.cf1,
+            value_text="initial",
+        )
+
+        generated = generate_unique_filename(doc)
+        destination = (settings.ORIGINALS_DIR / generated).resolve()
+        create_source_path_directory(destination)
+        shutil.copy(self.SAMPLE_DIR / "simple.pdf", destination)
+        Document.objects.filter(pk=doc.pk).update(filename=generated.as_posix())
+        doc.refresh_from_db()
+
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
+        )
+        action = WorkflowAction.objects.create(
+            type=WorkflowAction.WorkflowActionType.ASSIGNMENT,
+            assign_custom_fields_values={self.cf1.pk: "cars"},
+        )
+        action.assign_custom_fields.add(self.cf1.pk)
+        workflow = Workflow.objects.create(
+            name="Workflow custom field filename sync",
+            order=0,
+        )
+        workflow.triggers.add(trigger)
+        workflow.actions.add(action)
+        workflow.save()
+
+        run_workflows(WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED, doc)
+
+        doc.refresh_from_db()
+        expected_filename = generate_filename(doc)
+        self.assertEqual(Path(doc.filename), expected_filename)
+        self.assertTrue(doc.source_path.is_file())
+
     def test_document_added_workflow(self):
         trigger = WorkflowTrigger.objects.create(
             type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,