Format remote OCR mode check tests

Update consumer.py
Ok, wire up the remote_ocr_mode with allow_remote for consumer
2026-08-18 08:43:22 +00:00 · 2026-08-15 10:44:36 -07:00 · 2026-08-15 10:44:36 -07:00 · 2026-08-15 10:44:36 -07:00 · 2026-08-15 10:44:36 -07:00 · 2026-08-15 10:44:36 -07:00
49 changed files with 6922 additions and 1561 deletions
@@ -83,7 +83,7 @@ jobs:
      - name: Install pnpm
        uses: pnpm/action-setup@0ebf47130e4866e96fce0953f49152a61190b271 # v6.0.9
        with:
-          package_json_file: src-ui/package.json
+          version: 10
      - name: Use Node.js 24
        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
        with:
@@ -115,7 +115,7 @@ jobs:
      - name: Install pnpm
        uses: pnpm/action-setup@0ebf47130e4866e96fce0953f49152a61190b271 # v6.0.9
        with:
-          package_json_file: src-ui/package.json
+          version: 10
      - name: Use Node.js 24
        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
        with:
@@ -154,7 +154,7 @@ jobs:
      - name: Install pnpm
        uses: pnpm/action-setup@0ebf47130e4866e96fce0953f49152a61190b271 # v6.0.9
        with:
-          package_json_file: src-ui/package.json
+          version: 10
      - name: Use Node.js 24
        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
        with:
@@ -209,7 +209,7 @@ jobs:
      - name: Install pnpm
        uses: pnpm/action-setup@0ebf47130e4866e96fce0953f49152a61190b271 # v6.0.9
        with:
-          package_json_file: src-ui/package.json
+          version: 10
      - name: Use Node.js 24
        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
        with:
@@ -243,7 +243,7 @@ jobs:
      - name: Install pnpm
        uses: pnpm/action-setup@0ebf47130e4866e96fce0953f49152a61190b271 # v6.0.9
        with:
-          package_json_file: src-ui/package.json
+          version: 10
      - name: Use Node.js 24
        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
        with:
@@ -42,7 +42,7 @@ jobs:
      - name: Install pnpm
        uses: pnpm/action-setup@0ebf47130e4866e96fce0953f49152a61190b271 # v6.0.9
        with:
-          package_json_file: src-ui/package.json
+          version: 10
      - name: Use Node.js 24
        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
        with:
@@ -45,7 +45,7 @@ jobs:
      - name: Install pnpm
        uses: pnpm/action-setup@0ebf47130e4866e96fce0953f49152a61190b271 # v6.0.9
        with:
-          package_json_file: src-ui/package.json
+          version: 10
      - name: Use Node.js 24
        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
        with:
@@ -2048,6 +2048,18 @@ 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}
@@ -456,6 +456,20 @@ 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
@@ -1086,11 +1086,16 @@ 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.
+the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details. These
 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 workflow explicitly enables remote OCR for them, so you can limit the remote engine to particular documents.
 ## Architecture
 Paperless-ngx consists of the following components:
@@ -5,14 +5,14 @@
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        <source>Next</source>
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        <source>Select month</source>
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      <trans-unit id="ngb.timepicker.minutes" datatype="html">
        <source>Minutes</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">360</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.timepicker.increment-hours" datatype="html">
        <source>Increment hours</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">397,399</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.timepicker.decrement-hours" datatype="html">
        <source>Decrement hours</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">435,438</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.timepicker.increment-minutes" datatype="html">
        <source>Increment minutes</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">442</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.timepicker.decrement-minutes" datatype="html">
        <source>Decrement minutes</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">442</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.timepicker.SS" datatype="html">
        <source>SS</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">442</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.timepicker.seconds" datatype="html">
        <source>Seconds</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">442</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.timepicker.increment-seconds" datatype="html">
        <source>Increment seconds</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">442</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.timepicker.decrement-seconds" datatype="html">
        <source>Decrement seconds</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">442</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.timepicker.PM" datatype="html">
        <source><x id="INTERPOLATION"/></source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/timepicker/timepicker.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/timepicker/timepicker.ts</context>
          <context context-type="linenumber">442</context>
        </context-group>
      </trans-unit>
      <trans-unit id="ngb.toast.close-aria" datatype="html">
        <source>Close</source>
        <context-group purpose="location">
-          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.1_@angular+core@22.1.1_@angular+_69897756b3f091add524dceba470da9d/node_modules/src/toast/toast.ts</context>
+          <context context-type="sourcefile">node_modules/.pnpm/@ng-bootstrap+ng-bootstrap@21.0.0_@angular+common@22.1.0_@angular+core@22.1.0_@angular+_379bf773160c49398165933da2ae33fd/node_modules/src/toast/toast.ts</context>
          <context context-type="linenumber">110,112</context>
        </context-group>
      </trans-unit>
@@ -343,7 +343,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/custom-fields/custom-fields.component.html</context>
-          <context context-type="linenumber">59</context>
+          <context context-type="linenumber">58</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/management-list/management-list.component.html</context>
@@ -2655,11 +2655,11 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/custom-fields/custom-fields.component.html</context>
-          <context context-type="linenumber">32,33</context>
+          <context context-type="linenumber">31,32</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/custom-fields/custom-fields.component.html</context>
-          <context context-type="linenumber">50</context>
+          <context context-type="linenumber">49</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/document-attributes.component.html</context>
@@ -2962,11 +2962,11 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/custom-fields/custom-fields.component.html</context>
-          <context context-type="linenumber">31,32</context>
+          <context context-type="linenumber">30,31</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/custom-fields/custom-fields.component.html</context>
-          <context context-type="linenumber">47</context>
+          <context context-type="linenumber">46</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/management-list/management-list.component.html</context>
@@ -3098,15 +3098,15 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">915</context>
+          <context context-type="linenumber">910</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">951</context>
+          <context context-type="linenumber">946</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">974</context>
+          <context context-type="linenumber">969</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/custom-fields/custom-fields.component.ts</context>
@@ -3723,7 +3723,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">863</context>
+          <context context-type="linenumber">858</context>
        </context-group>
      </trans-unit>
      <trans-unit id="994016933065248559" datatype="html">
@@ -5743,7 +5743,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">867</context>
+          <context context-type="linenumber">862</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4522609911791833187" datatype="html">
@@ -5965,7 +5965,7 @@
        <source>Not assigned</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/filterable-dropdown/filterable-dropdown.component.ts</context>
-          <context context-type="linenumber">104</context>
+          <context context-type="linenumber">100</context>
        </context-group>
        <note priority="1" from="description">Filter drop down element to filter for documents with no correspondent/type/tag assigned</note>
      </trans-unit>
@@ -5973,7 +5973,7 @@
        <source>Open <x id="PH" equiv-text="this.title"/> filter</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/filterable-dropdown/filterable-dropdown.component.ts</context>
-          <context context-type="linenumber">835</context>
+          <context context-type="linenumber">831</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7005745151564974365" datatype="html">
@@ -8197,7 +8197,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">865</context>
+          <context context-type="linenumber">860</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7295637485862454066" datatype="html">
@@ -8215,7 +8215,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">911</context>
+          <context context-type="linenumber">906</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2951161989614003846" datatype="html">
@@ -8762,84 +8762,84 @@
        <source>Move <x id="PH" equiv-text="this.getSelectionSize()"/> selected document(s) to the trash?</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">864</context>
+          <context context-type="linenumber">859</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8585195717323764335" datatype="html">
        <source>This operation will permanently recreate the archive files for <x id="PH" equiv-text="this.getSelectionSize()"/> selected document(s).</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">912</context>
+          <context context-type="linenumber">907</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7366623494074776040" datatype="html">
        <source>The archive files will be re-generated with the current settings.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">913</context>
+          <context context-type="linenumber">908</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6555329262222566158" datatype="html">
        <source>Rotate confirm</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">948</context>
+          <context context-type="linenumber">943</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5203024009814367559" datatype="html">
        <source>This operation will add rotated versions of the <x id="PH" equiv-text="this.getSelectionSize()"/> document(s).</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">949</context>
+          <context context-type="linenumber">944</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7910756456450124185" datatype="html">
        <source>Merge confirm</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">972</context>
+          <context context-type="linenumber">967</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7643543647233874431" datatype="html">
        <source>This operation will merge <x id="PH" equiv-text="this.getSelectionSize()"/> selected documents into a new document.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">973</context>
+          <context context-type="linenumber">968</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7869008840945899895" datatype="html">
        <source>Merged document will be queued for consumption.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">996</context>
+          <context context-type="linenumber">991</context>
        </context-group>
      </trans-unit>
      <trans-unit id="476913782630693351" datatype="html">
        <source>Custom fields updated.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">1021</context>
+          <context context-type="linenumber">1016</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3873496751167944011" datatype="html">
        <source>Error updating custom fields.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">1030</context>
+          <context context-type="linenumber">1025</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6144801143088984138" datatype="html">
        <source>Share link bundle creation requested.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">1078</context>
+          <context context-type="linenumber">1073</context>
        </context-group>
      </trans-unit>
      <trans-unit id="46019676931295023" datatype="html">
        <source>Share link bundle creation is not available yet.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.ts</context>
-          <context context-type="linenumber">1085</context>
+          <context context-type="linenumber">1080</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6307402210351946694" datatype="html">
@@ -9677,7 +9677,7 @@
        <source>Filter Documents (<x id="INTERPOLATION" equiv-text="{{ field.document_count }}"/>)</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/custom-fields/custom-fields.component.html</context>
-          <context context-type="linenumber">39,40</context>
+          <context context-type="linenumber">38,39</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/management-list/management-list.component.html</context>
@@ -9700,7 +9700,7 @@
        <source>No fields defined.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/custom-fields/custom-fields.component.html</context>
-          <context context-type="linenumber">70,72</context>
+          <context context-type="linenumber">68,70</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3032792139967609806" datatype="html">
@@ -11,21 +11,20 @@
  },
  "private": true,
  "dependencies": {
-    "@angular/cdk": "^22.1.1",
+    "@angular/cdk": "^22.0.6",
-    "@angular/common": "~22.1.1",
+    "@angular/common": "~22.1.0",
-    "@angular/compiler": "~22.1.1",
+    "@angular/compiler": "~22.1.0",
-    "@angular/core": "~22.1.1",
+    "@angular/core": "~22.1.0",
-    "@angular/forms": "~22.1.1",
+    "@angular/forms": "~22.1.0",
-    "@angular/localize": "~22.1.1",
+    "@angular/localize": "~22.1.0",
-    "@angular/platform-browser": "~22.1.1",
+    "@angular/platform-browser": "~22.1.0",
-    "@angular/router": "~22.1.1",
+    "@angular/router": "~22.1.0",
    "@ng-bootstrap/ng-bootstrap": "^21.0.0",
-    "@ng-select/ng-select": "~23.6.0",
+    "@ng-select/ng-select": "^23.5.0",
    "@ngneat/dirty-check-forms": "^3.0.3",
    "@popperjs/core": "^2.11.8",
    "bootstrap": "^5.3.8",
    "file-saver": "^2.0.5",
    "lodash-es": "^4.18.1",
    "mime-names": "^1.0.0",
    "ngx-bootstrap-icons": "^1.9.3",
    "ngx-color": "^10.1.0",
@@ -41,31 +40,30 @@
  },
  "devDependencies": {
    "@angular-builders/jest": "^22.0.1",
-    "@angular-devkit/core": "^22.1.3",
+    "@angular-devkit/core": "^22.1.2",
-    "@angular-devkit/schematics": "^22.1.3",
+    "@angular-devkit/schematics": "^22.1.2",
    "@angular-eslint/builder": "22.1.0",
    "@angular-eslint/eslint-plugin": "22.1.0",
    "@angular-eslint/eslint-plugin-template": "22.1.0",
    "@angular-eslint/schematics": "22.1.0",
    "@angular-eslint/template-parser": "22.1.0",
-    "@angular/build": "22.1.3",
+    "@angular/build": "22.1.2",
-    "@angular/cli": "22.1.3",
+    "@angular/cli": "22.1.2",
-    "@angular/compiler-cli": "~22.1.1",
+    "@angular/compiler-cli": "~22.1.0",
-    "@playwright/test": "^1.62.1",
+    "@playwright/test": "^1.62.0",
    "@types/jest": "^30.0.0",
-    "@types/node": "^26.2.0",
+    "@types/node": "^26.1.1",
-    "@typescript-eslint/eslint-plugin": "^8.67.0",
+    "@typescript-eslint/eslint-plugin": "^8.65.0",
-    "@typescript-eslint/parser": "^8.67.0",
+    "@typescript-eslint/parser": "^8.65.0",
-    "@typescript-eslint/utils": "^8.67.0",
+    "@typescript-eslint/utils": "^8.65.0",
-    "eslint": "^10.8.1",
+    "eslint": "^10.8.0",
    "jest": "30.4.2",
    "jest-environment-jsdom": "^30.4.1",
    "jest-junit": "^17.0.0",
    "jest-preset-angular": "^17.0.0",
    "jest-websocket-mock": "^2.5.0",
    "prettier": "^3.9.6",
    "prettier-plugin-organize-imports": "^4.3.0",
-    "ts-node": "~10.9.2",
+    "ts-node": "~10.9.1",
    "typescript": "^6.0.3"
  },
  "packageManager": "pnpm@11.15.1"
@@ -6,7 +6,6 @@ trustPolicyExclude:
  - "chokidar@4.0.3"
  - "semver@6.3.1 || 5.7.2"
 blockExoticSubdeps: true
 autoInstallPeers: false
 allowBuilds:
  "@parcel/watcher": true
  canvas: true
@@ -14,43 +14,48 @@
                <a ngbNavLink>{{category}}</a>
                <ng-template ngbNavContent>
                    <div class="p-3">
-                        <div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
+                        @for (section of getCategorySections(category); track section) {
-                            @for (option of getCategoryOptions(category); track option.key) {
+                            @if (section) {
-                                <div class="col">
+                                <h5 class="mt-4 mb-3">{{section}}</h5>
-                                    <div class="card bg-light">
+                            }
-                                        <div class="card-body">
+                            <div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
-                                            <div class="card-title d-flex align-items-center">
+                                @for (option of getCategoryOptions(category, section); track option.key) {
-                                                <h6 class="mb-0">
+                                    <div class="col">
-                                                  {{option.title}}
+                                        <div class="card bg-light">
-                                                </h6>
+                                            <div class="card-body">
-                                                <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">
+                                                <div class="card-title d-flex align-items-center">
-                                                    <i-bs name="info-circle"></i-bs>
+                                                    <h6 class="mb-0">
-                                                </a>
+                                                      {{option.title}}
-                                                @if (isSet(option.key)) {
+                                                    </h6>
-                                                  <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(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">
-                                                      <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
+                                                        <i-bs name="info-circle"></i-bs>
-                                                  </button>
+                                                    </a>
                                                    @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>
@@ -8,7 +8,11 @@ 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 { OutputTypeConfig } from 'src/app/data/paperless-config'
+import {
  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'
@@ -158,4 +162,24 @@ 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',
    ])
  })
 })
@@ -74,8 +74,20 @@ export class ConfigComponent
    return Object.values(ConfigCategory)
  }
-  getCategoryOptions(category: string): ConfigOption[] {
+  getCategorySections(category: string): string[] {
-    return PaperlessConfigOptions.filter((o) => o.category === category)
+    return [
      ...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
@@ -2,8 +2,3 @@
 .d-block.d-sm-none .dropdown-toggle::after {
  display: none;
 }
 tbody tr:last-child td,
 table:not(:has(tbody tr)) thead th {
  border-bottom: none;
 }
@@ -19,11 +19,6 @@
    height: 0.8em;
  }
  .sidebar-heading,
  .text-uppercase {
    letter-spacing: 0.06em;
  }
  .view-name {
    max-width: calc(100% - 50px)
  }
@@ -86,7 +81,7 @@ main {
 .sidebar li.nav-item span,
 .sidebar .sidebar-heading span {
-  transition: opacity .1s ease;
+  transition: all .1s ease;
 }
@media(min-width: 768px) {
@@ -154,7 +149,7 @@ main {
    z-index: 996;
    --bs-btn-padding-x: 0.35rem;
    --bs-btn-padding-y: 0.125rem;
-    transition: left .2s ease;
+    transition: all .2s ease;
  }
  .sidebar.slim .sidebar-slim-toggler {
@@ -186,8 +181,6 @@ main {
 .sidebar .nav-link {
  font-weight: 500;
  white-space: nowrap;
  border-left: 2px solid transparent;
  transition: color .15s ease-in-out;
  &:hover, &.active, &:focus {
    color: var(--bs-primary);
@@ -200,7 +193,6 @@ main {
  &.active {
    font-weight: bold;
    border-left-color: var(--bs-primary);
  }
  i-bs {
@@ -209,17 +201,6 @@ main {
  }
 }
 // sub-page gets marker only
 .nav-item:has(.attributes-submenu.show .nav-link.active) > .attributes-row > .nav-link.active {
  border-left-color: transparent;
 }
 // bring sub-menu markers back out to L edge
 .attributes-submenu .nav-link {
  margin-left: -0.5rem;
  padding-left: calc(var(--bs-nav-link-padding-x) + 0.5rem);
 }
 .attributes-row .attributes-expand-btn {
  opacity: 0.2;
  transition: opacity 0.15s ease-in-out;
@@ -1,4 +1,4 @@
-<div class="btn-group w-100" ngbDropdown role="group" (openChange)="dropdownOpenChange($event)" #dropdown="ngbDropdown" (keydown)="listKeyDown($event)" [popperOptions]="popperOptions" [autoClose]="!creating()">
+<div class="btn-group w-100" ngbDropdown role="group" (openChange)="dropdownOpenChange($event)" #dropdown="ngbDropdown" (keydown)="listKeyDown($event)" [popperOptions]="popperOptions">
  <button class="btn btn-sm" id="dropdown_{{name}}" ngbDropdownToggle [ngClass]="!editing && selectionModel.selectionSize() > 0 ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled">
    <i-bs name="{{icon}}"></i-bs><div class="d-none d-sm-inline ms-1">{{title}}</div>
    @if (!editing && selectionModel.totalCount > 0) {
@@ -3,7 +3,6 @@ import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
 import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { NEVER, Subject } from 'rxjs'
 import { NEGATIVE_NULL_FILTER_VALUE } from 'src/app/data/filter-rule-type'
 import {
  DEFAULT_MATCHING_ALGORITHM,
@@ -49,7 +48,6 @@ const negativeNullItem = {
 let selectionModel: FilterableDropdownSelectionModel
 const wait = (ms: number) => new Promise((resolve) => setTimeout(resolve, ms))
 const createModalRef = () => ({ closed: NEVER, dismissed: NEVER }) as any
 describe('FilterableDropdownComponent & FilterableDropdownSelectionModel', () => {
  let component: FilterableDropdownComponent
@@ -870,7 +868,7 @@ describe('FilterableDropdownComponent & FilterableDropdownSelectionModel', () =>
    expect(getRootDocCount(rootWithoutCounts.id)).toEqual(0)
  })
-  it('should keep the dropdown open while the create modal is active', async () => {
+  it('should set support create, keep open model and call createRef method', async () => {
    component.selectionModel.items = items
    component.icon = 'tag-fill'
    component.selectionModel = selectionModel
@@ -884,44 +882,20 @@ describe('FilterableDropdownComponent & FilterableDropdownSelectionModel', () =>
    fixture.detectChanges()
    component.filterText = 'Test Filter Text'
-    const modalClosed = new Subject<void>()
+    component.createRef = jest.fn()
    component.createRef = jest.fn(
      () =>
        ({
          closed: modalClosed,
          dismissed: NEVER,
        }) as any
    )
    component.createClicked()
-    expect(component.creating()).toBeTruthy()
+    expect(component.creating).toBeTruthy()
    expect(component.createRef).toHaveBeenCalledWith('Test Filter Text')
    fixture.detectChanges()
    expect(component.dropdown.autoClose).toBeFalsy()
    document.body.dispatchEvent(new MouseEvent('mousedown', { bubbles: true }))
    document.body.dispatchEvent(new MouseEvent('mouseup', { bubbles: true }))
    await wait(10)
    expect(component.dropdown.isOpen()).toBeTruthy()
    // Also cover a close that was already scheduled before autoClose changed.
    const openSpy = jest.spyOn(component.dropdown, 'open')
    component.dropdownOpenChange(false)
    expect(openSpy).toHaveBeenCalled() // should keep open
    component.dropdownOpenChange(false)
    expect(openSpy).toHaveBeenCalledTimes(2) // modal interactions keep it open
    modalClosed.next()
    fixture.detectChanges()
    expect(component.creating()).toBeFalsy()
    expect(component.dropdown.autoClose).toBeTruthy()
    expect(component.dropdown.isOpen()).toBeTruthy()
  })
  it('should call create on enter inside filter field if 0 items remain while editing', async () => {
    component.selectionModel.items = items
    component.icon = 'tag-fill'
    component.editing = true
-    component.createRef = jest.fn(createModalRef)
+    component.createRef = jest.fn()
    const createSpy = jest.spyOn(component, 'createClicked')
    expect(component.selectionModel.getSelectedItems()).toEqual([])
    fixture.nativeElement
@@ -941,7 +915,7 @@ describe('FilterableDropdownComponent & FilterableDropdownSelectionModel', () =>
    component.selectionModel.items = []
    component.icon = 'tag-fill'
    component.editing = true
-    component.createRef = jest.fn(createModalRef)
+    component.createRef = jest.fn()
    fixture.detectChanges()
    expect(fixture.nativeElement.textContent).not.toContain('Create')
@@ -15,13 +15,9 @@ import {
  signal,
 } from '@angular/core'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
-import {
+import { NgbDropdown, NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
  NgbDropdown,
  NgbDropdownModule,
  NgbModalRef,
 } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
-import { Subject, filter, first, merge, takeUntil } from 'rxjs'
+import { Subject, filter, takeUntil } from 'rxjs'
 import { NEGATIVE_NULL_FILTER_VALUE } from 'src/app/data/filter-rule-type'
 import { MatchingModel } from 'src/app/data/matching-model'
 import { ObjectWithPermissions } from 'src/app/data/object-with-permissions'
@@ -763,7 +759,7 @@ export class FilterableDropdownComponent
  disabled = false
  @Input()
-  createRef: (name: string) => NgbModalRef
+  createRef: (name) => void
  @Input()
  set documentCounts(counts: SelectionDataItem[]) {
@@ -781,7 +777,7 @@ export class FilterableDropdownComponent
  @Input()
  showExtraButtonIfEmpty: boolean = false
-  readonly creating = signal(false)
+  creating: boolean = false
  @Output()
  apply = new EventEmitter<ChangedItems>()
@@ -858,18 +854,12 @@ export class FilterableDropdownComponent
  }
  createClicked() {
-    this.creating.set(true)
+    this.creating = true
-    const modal = this.createRef(this.filterText)
+    this.createRef(this.filterText)
    merge(modal.closed, modal.dismissed)
      .pipe(first(), takeUntil(this.unsubscribeNotifier))
      .subscribe(() => this.creating.set(false))
  }
  dropdownOpenChange(open: boolean): void {
    if (open) {
      // Dont let a create modal close this
      if (this.creating()) return
      setTimeout(() => {
        this.listFilterTextInput?.nativeElement.focus()
        this.buttonsViewport?.checkViewportSize()
@@ -882,8 +872,9 @@ export class FilterableDropdownComponent
        this.editing && !this.selectionModel.manyToOne
      this.opened.next(this)
    } else {
-      if (this.creating()) {
+      if (this.creating) {
        this.dropdown?.open()
        this.creating = false
      } else {
        this.filterText = ''
        if (this.applyOnClose && this.selectionModel.isDirty()) {
@@ -762,7 +762,6 @@ export class BulkEditorComponent
        this.tagSelectionModel.items = flattenTags(tags.results)
        this.tagSelectionModel.toggle(newTag.id)
      })
    return modal
  }
  createCorrespondent(name: string) {
@@ -786,7 +785,6 @@ export class BulkEditorComponent
        this.correspondentSelectionModel.items = correspondents.results
        this.correspondentSelectionModel.toggle(newCorrespondent.id)
      })
    return modal
  }
  createDocumentType(name: string) {
@@ -808,7 +806,6 @@ export class BulkEditorComponent
        this.documentTypeSelectionModel.items = documentTypes.results
        this.documentTypeSelectionModel.toggle(newDocumentType.id)
      })
    return modal
  }
  createStoragePath(name: string) {
@@ -830,7 +827,6 @@ export class BulkEditorComponent
        this.storagePathsSelectionModel.items = storagePaths.results
        this.storagePathsSelectionModel.toggle(newStoragePath.id)
      })
    return modal
  }
  createCustomField(name: string) {
@@ -852,7 +848,6 @@ export class BulkEditorComponent
        this.customFieldsSelectionModel.items = customFields.results
        this.customFieldsSelectionModel.toggle(newCustomField.id)
      })
    return modal
  }
  applyDelete() {
@@ -21,47 +21,45 @@
        <div class="col d-flex align-items-center"><button class="btn btn-link p-0 text-start" type="button" (click)="editField(field)" [disabled]="!permissionsService.currentUserCan(PermissionAction.Change, PermissionType.CustomField)">{{field.name}}</button></div>
        <div class="col d-flex align-items-center">{{getDataType(field)}}</div>
        <div class="col">
-          <div class="btn-toolbar gap-2">
+          <div class="btn-group d-block d-sm-none">
-            <div class="btn-group d-block d-sm-none">
+            <div ngbDropdown container="body" class="d-inline-block">
-              <div ngbDropdown container="body" class="d-inline-block">
+              <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle>
-                <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle>
+                <i-bs name="three-dots-vertical"></i-bs>
-                  <i-bs name="three-dots-vertical"></i-bs>
+              </button>
-                </button>
+              <div ngbDropdownMenu aria-labelledby="actionsMenuMobile">
-                <div ngbDropdownMenu aria-labelledby="actionsMenuMobile">
+                <button (click)="editField(field)" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.CustomField }" ngbDropdownItem i18n>Edit</button>
-                  <button (click)="editField(field)" *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.CustomField }" ngbDropdownItem i18n>Edit</button>
+                <button class="text-danger" (click)="deleteField(field)" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.CustomField }" ngbDropdownItem i18n>Delete</button>
-                  <button class="text-danger" (click)="deleteField(field)" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.CustomField }" ngbDropdownItem i18n>Delete</button>
+                @if (field.document_count > 0) {
-                  @if (field.document_count > 0) {
+                  <a
-                    <a
+                    *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }"
-                      *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }"
+                    ngbDropdownItem
-                      ngbDropdownItem
+                    [routerLink]="getDocumentFilterUrl(field)"
-                      [routerLink]="getDocumentFilterUrl(field)"
+                    i18n
-                      i18n
+                    >Filter Documents ({{ field.document_count }})</a
-                      >Filter Documents ({{ field.document_count }})</a
+                  >
-                    >
+                }
                  }
                </div>
              </div>
            </div>
            <div class="btn-group d-none d-sm-inline-block">
              <button *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.CustomField }" class="btn btn-sm btn-outline-secondary" type="button" (click)="editField(field)">
                <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><ng-container i18n>Edit</ng-container>
              </button>
              <button *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.CustomField }" class="btn btn-sm btn-outline-danger" type="button" (click)="deleteField(field)">
                <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
              </button>
            </div>
            @if (field.document_count > 0) {
              <div class="btn-group d-none d-sm-inline-block">
                <a
                  class="btn btn-sm btn-outline-secondary"
                  [routerLink]="getDocumentFilterUrl(field)"
                >
                  <i-bs width="1em" height="1em" name="filter" class="me-1"></i-bs><ng-container i18n>Documents</ng-container
                  ><span class="badge bg-light text-secondary ms-2">{{ field.document_count }}</span>
                </a>
              </div>
            }
          </div>
          <div class="btn-group d-none d-sm-inline-block">
            <button *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.CustomField }" class="btn btn-sm btn-outline-secondary" type="button" (click)="editField(field)">
              <i-bs width="1em" height="1em" name="pencil" class="me-1"></i-bs><ng-container i18n>Edit</ng-container>
            </button>
            <button *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.CustomField }" class="btn btn-sm btn-outline-danger" type="button" (click)="deleteField(field)">
              <i-bs width="1em" height="1em" name="trash" class="me-1"></i-bs><ng-container i18n>Delete</ng-container>
            </button>
          </div>
          @if (field.document_count > 0) {
            <div class="btn-group d-none d-sm-inline-block ms-2">
              <a
                class="btn btn-sm btn-outline-secondary"
                [routerLink]="getDocumentFilterUrl(field)"
              >
                <i-bs width="1em" height="1em" name="filter" class="me-1"></i-bs><ng-container i18n>Documents</ng-container
                ><span class="badge bg-light text-secondary ms-2">{{ field.document_count }}</span>
              </a>
            </div>
          }
        </div>
      </div>
    </li>
@@ -69,7 +69,7 @@
  }
 </ul>
-<div class="my-3">
+<div class="my-3 shadow-sm">
  <ng-container
    [ngComponentOutlet]="activeSection?.component"
    #activeOutlet="ngComponentOutlet"
@@ -54,6 +54,10 @@ export const ConfigCategory = {
  AI: $localize`AI Settings`,
 }
 export const ConfigSection = {
  RemoteOCR: $localize`Remote OCR`,
 }
 export const LLMEmbeddingBackendConfig = {
  OPENAI_LIKE: 'openai-like',
  HUGGINGFACE: 'huggingface',
@@ -65,6 +69,15 @@ 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
@@ -72,6 +85,7 @@ export interface ConfigOption {
  choices?: Array<{ id: string; name: string }>
  config_key?: string
  category: string
  section?: string
  note?: string
 }
@@ -181,6 +195,43 @@ 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`,
@@ -398,6 +449,10 @@ 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
@@ -127,27 +127,6 @@ table .btn-link {
  background-color: var(--bs-body-bg);
 }
 html {
  -webkit-font-smoothing: antialiased;
  -moz-osx-font-smoothing: grayscale;
 }
 h1, h2, h3, h4, h5, h6,
 .h1, .h2, .h3, .h4, .h5, .h6 {
  font-weight: 600;
 }
 pngx-page-header h3 {
  font-size: 1.5rem;
 }
 table,
 .badge,
 .card-info,
 .pagination {
  font-variant-numeric: tabular-nums;
 }
 .bg-primary {
  background-color: var(--bs-primary) !important;
  color: var(--pngx-primary-text-contrast);
@@ -234,8 +213,7 @@ table,
 }
 .form-switch .form-check-input:focus {
-  // neutral knob in place of bootstrap's blue, which clashes with the theme colour
+  background-image: escape-svg(url("data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='-4 -4 8 8'><circle r='3' fill='#bbb'/></svg>"));
  --bs-form-switch-bg: url("data:image/svg+xml,%3csvg xmlns='http://www.w3.org/2000/svg' viewBox='-4 -4 8 8'%3e%3ccircle r='3' fill='%23bbb'/%3e%3c/svg%3e");
 }
 .nav-item a:focus-visible {
@@ -291,44 +269,33 @@ a.btn-link:focus-visible,
  box-shadow: 0 0 0 3px rgba(255, 255, 255, .25);
 }
-// Sortable table headers
+.asc {
-th[pngxSortable] {
+  background-color: #f8f9fa!important;
  cursor: pointer;
  user-select: none;
  white-space: nowrap;
  &::after {
    content: '';
    display: inline-block;
    vertical-align: -0.15em;
    width: 0.8rem;
    height: 0.8rem;
    margin-left: 0.25rem;
    // chevron, matched to the bootstrap-icons set used elsewhere in the app
    mask: url("data:image/svg+xml,%3csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 16 16'%3e%3cpath fill-rule='evenodd' d='M1.646 4.646a.5.5 0 0 1 .708 0L8 10.293l5.646-5.647a.5.5 0 0 1 .708.708l-6 6a.5.5 0 0 1-.708 0l-6-6a.5.5 0 0 1 0-.708z'/%3e%3c/svg%3e") no-repeat center / 0.8rem;
    background-color: currentColor;
    opacity: 0;
    transition: opacity 0.15s ease-in-out;
  }
  // hint that an unsorted column can be sorted
  &:hover::after {
    opacity: 0.35;
  }
 }
-.asc,
+.asc:after {
-.des {
+  content: '';
  color: var(--bs-primary);
  --bs-table-color-state: var(--bs-primary); // bootstrap sets cell color at higher specificity
  &::after {
    opacity: 1 !important;
  }
 }
 .asc::after {
  transform: rotate(180deg);
  background: url("data:image/png;base64,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") no-repeat;
  height: 1rem;
  width: 1rem;
  display: block;
  background-size: 1rem;
  float: right;
 }
 .des {
  background-color: #f8f9fa!important;
 }
 .des:after {
  content: '';
  background: url("data:image/png;base64,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") no-repeat;
  height: 1rem;
  width: 1rem;
  display: block;
  background-size: 1rem;
  float: right;
 }
 .paperless-input-select {
@@ -597,6 +564,10 @@ ul.pagination {
 table.table {
  --bs-table-color: var(--bs-body-color);
  --bs-table-bg: var(--bs-light-rgb);
  .des,.asc {
    background-color: var(--bs-body-bg) !important;
  }
 }
 .close {
@@ -805,16 +776,6 @@ canvas.hiddenCanvasElement {
 .document-card {
  overflow: hidden;
  transition: border-color 0.15s ease-in-out, box-shadow 0.15s ease-in-out;
  &:hover:not(.card-selected) {
    border-color: var(--pngx-card-hover-border);
    box-shadow: 0 0.125rem 0.5rem rgba(0, 0, 0, 0.1);
  }
  .document-card-check {
    border-color: var(--pngx-card-hover-border) !important;
  }
  .card-footer i-bs svg {
    vertical-align: middle;
@@ -23,7 +23,6 @@
  --pngx-bg-darker: var(--bs-gray-100);
  --pngx-bg-alt2: var(--bs-gray-200); // #e9ecef
  --pngx-bg-disabled: #f7f7f7;
  --pngx-card-hover-border: var(--bs-tertiary-color);
  --pngx-focus-alpha: 0.3;
  --pngx-toast-max-width: 340px;
  --bs-info: var(--pngx-bg-alt2);
@@ -37,22 +36,20 @@
 $text-color-light-bg: #212529;
 $text-color-dark-bg: #abb2bf;
 $text-color-dark-bg-accent: color.adjust($text-color-dark-bg, $lightness: 10%);
-// url-encoded $text-color-light-bg
+// Taken from bootstrap
-$text-color-light-bg-esc: "%23212529";
+$form-check-input-checked-bg-image-dark: url("data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 20 20'><path fill='none' stroke='#{$text-color-light-bg}' stroke-linecap='round' stroke-linejoin='round' stroke-width='3' d='M6 10l3 3l6-6'/></svg>");
-// Taken from bootstrap, pre-encoded
+$form-check-radio-checked-bg-image-dark: url("data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='-4 -4 8 8'><circle r='2' fill='#{$text-color-light-bg}'/></svg>");
 $form-check-input-checked-bg-image-dark: url("data:image/svg+xml,%3csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 20 20'%3e%3cpath fill='none' stroke='#{$text-color-light-bg-esc}' stroke-linecap='round' stroke-linejoin='round' stroke-width='3' d='M6 10l3 3l6-6'/%3e%3c/svg%3e");
 $form-check-radio-checked-bg-image-dark: url("data:image/svg+xml,%3csvg xmlns='http://www.w3.org/2000/svg' viewBox='-4 -4 8 8'%3e%3ccircle r='2' fill='#{$text-color-light-bg-esc}'/%3e%3c/svg%3e");
 .primary-light {
  --pngx-primary-text-contrast: #{$text-color-light-bg} !important;
  .form-check:not(.form-switch) {
    .form-check-input:checked[type=checkbox] {
-      --bs-form-check-bg-image: #{$form-check-input-checked-bg-image-dark};
+      background-image: escape-svg($form-check-input-checked-bg-image-dark);
    }
    .form-check-input:checked[type=radio] {
-      --bs-form-check-bg-image: #{$form-check-radio-checked-bg-image-dark};
+      background-image: escape-svg($form-check-radio-checked-bg-image-dark);
    }
  }
@@ -93,7 +90,6 @@ $form-check-radio-checked-bg-image-dark: url("data:image/svg+xml,%3csvg xmlns='h
  --pngx-bg-alt2: #232323;
  --pngx-bg-darker: #101216;
  --pngx-bg-disabled: var(--pngx-bg-alt);
  --pngx-card-hover-border: var(--bs-border-color);
  --pngx-focus-alpha: 0.6;
  --pngx-primary-faded: var(--pngx-primary-darken-15);
  --pngx-primary-text-contrast: var(--bs-body-color);
@@ -253,6 +249,13 @@ $form-check-radio-checked-bg-image-dark: url("data:image/svg+xml,%3csvg xmlns='h
  }
  table {
    .des,
    .asc {
      &::after {
        filter: invert(0.8); /* arrow is a black inline png bkgd image (!) so use filter */
      }
    }
    &.table-hover > tbody > tr:hover > * {
      background-color: var(--bs-light);
      color: var(--pngx-body-color-accent);
@@ -53,6 +53,7 @@ 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
@@ -451,12 +452,19 @@ 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:
@@ -34,6 +34,7 @@ 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":
        """
@@ -57,6 +58,8 @@ 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
@@ -62,17 +62,18 @@ def generate_unique_filename(doc, *, archive_filename=False) -> Path:
        old_filename = Path(doc.filename) if doc.filename else None
        root = settings.ORIGINALS_DIR
    base_filename = generate_filename(doc, archive_filename=archive_filename)
    # If generating archive filenames, try to make a name that is similar to
    # the original filename first.
    if archive_filename and doc.filename:
        # Generate the full path using the same logic as generate_filename
        base_generated = generate_filename(doc, archive_filename=archive_filename)
        # Try to create a simple PDF version based on the original filename
        # but preserve any directory structure from the template
-        if str(base_filename.parent) != ".":
+        if str(base_generated.parent) != ".":
            # Has directory structure, preserve it
-            simple_pdf_name = base_filename.parent / (Path(doc.filename).stem + ".pdf")
+            simple_pdf_name = base_generated.parent / (Path(doc.filename).stem + ".pdf")
        else:
            # No directory structure
            simple_pdf_name = Path(Path(doc.filename).stem + ".pdf")
@@ -80,17 +81,14 @@ def generate_unique_filename(doc, *, archive_filename=False) -> Path:
        if simple_pdf_name == old_filename or not (root / simple_pdf_name).exists():
            return simple_pdf_name
    file_extension = ".pdf" if archive_filename else doc.file_type
    filename_stem = base_filename.name.removesuffix(file_extension)
    counter = 0
    while True:
-        new_filename = base_filename
+        new_filename = generate_filename(
-        if counter:
+            doc,
-            new_filename = base_filename.with_name(
+            counter=counter,
-                f"{filename_stem}_{counter:02}{file_extension}",
+            archive_filename=archive_filename,
-            )
+        )
        if new_filename == old_filename:
            # still the same as before.
            return new_filename
@@ -66,6 +66,7 @@ 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
@@ -337,10 +338,17 @@ def bulk_update_documents(document_ids) -> None:
@shared_task
-def update_document_content_maybe_archive_file(document_id) -> None:
+def update_document_content_maybe_archive_file(
    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)
@@ -350,6 +358,7 @@ def update_document_content_maybe_archive_file(document_id) -> None:
        mime_type,
        document.original_filename or "",
        document.source_path,
        allow_remote=remote_ocr or RemoteOCRConfig().remote_ocr_by_default,
    )
    if not parser_class:
@@ -72,6 +72,10 @@ 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,
@@ -870,6 +874,49 @@ 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:
@@ -1559,6 +1559,72 @@ 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()
@@ -1566,6 +1632,20 @@ 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,
@@ -10,10 +10,8 @@ from auditlog.context import disable_auditlog
 from django.conf import settings
 from django.contrib.auth.models import User
 from django.db import DatabaseError
 from django.db import connection
 from django.test import TestCase
 from django.test import override_settings
 from django.test.utils import CaptureQueriesContext
 from django.utils import timezone
 from documents.file_handling import create_source_path_directory
@@ -34,36 +32,6 @@ from documents.tests.utils import FileSystemAssertsMixin
 class TestFileHandling(DirectoriesMixin, FileSystemAssertsMixin, TestCase):
    @override_settings(FILENAME_FORMAT="{title}")
    def test_generate_unique_filename_renders_template_once(self) -> None:
        document = Document.objects.create(
            title="collision",
            mime_type="application/pdf",
        )
        Document.objects.filter(pk=document.pk).update(filename="collision_03.pdf")
        document.refresh_from_db()
        for filename in (
            "collision.pdf",
            "collision_01.pdf",
            "collision_02.pdf",
            "collision_03.pdf",
        ):
            (settings.ORIGINALS_DIR / filename).touch()
        with CaptureQueriesContext(connection) as queries:
            generated = generate_unique_filename(document)
        relation_queries = [
            query["sql"]
            for query in queries.captured_queries
            if "documents_tag" in query["sql"]
            or "documents_customfieldinstance" in query["sql"]
        ]
        self.assertEqual(generated, Path("collision_03.pdf"))
        self.assertEqual(len(relation_queries), 2)
    @override_settings(FILENAME_FORMAT="")
    def test_generate_source_filename(self) -> None:
        document = Document()
@@ -287,6 +287,45 @@ 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,
@@ -338,13 +338,16 @@ def check_deprecated_v2_ocr_env_vars(
@register()
-def check_remote_parser_configured(app_configs: Any, **kwargs: Any) -> list[Error]:
+def check_remote_ocr_mode(app_configs: Any, **kwargs: Any) -> list[Error]:
-    if settings.REMOTE_OCR_ENGINE == "azureai" and not (
+    # Import here because checks.py runs before the app registry is ready
-        settings.REMOTE_OCR_ENDPOINT and settings.REMOTE_OCR_API_KEY
+    from paperless.models import RemoteOCRMode
-    ):
+
    valid_modes = {mode.value for mode in RemoteOCRMode}
    if settings.REMOTE_OCR_MODE not in valid_modes:
        return [
            Error(
-                "Azure AI remote parser requires endpoint and API key to be configured.",
+                f"PAPERLESS_REMOTE_OCR_MODE is set to {settings.REMOTE_OCR_MODE!r}, "
                f"expected one of {sorted(valid_modes)}.",
            ),
        ]
@@ -9,6 +9,7 @@ from paperless.models import CleanChoices
 from paperless.models import ColorConvertChoices
 from paperless.models import ModeChoices
 from paperless.models import OutputTypeChoices
 from paperless.models import RemoteOCRMode
@dataclasses.dataclass
@@ -185,6 +186,45 @@ class GeneralConfig(BaseConfig):
        self.app_logo = app_config.app_logo.url if app_config.app_logo else None
@dataclasses.dataclass
 class RemoteOCRConfig(BaseConfig):
    """
    Settings for the remote (cloud) OCR parser
    """
    remote_ocr_engine: str | None = dataclasses.field(init=False)
    remote_ocr_api_key: str | None = dataclasses.field(init=False)
    remote_ocr_endpoint: str | None = dataclasses.field(init=False)
    remote_ocr_mode: RemoteOCRMode = dataclasses.field(init=False)
    def __post_init__(self) -> None:
        app_config = self._get_config_instance()
        self.remote_ocr_engine = (
            app_config.remote_ocr_engine or settings.REMOTE_OCR_ENGINE
        )
        self.remote_ocr_api_key = (
            app_config.remote_ocr_api_key or settings.REMOTE_OCR_API_KEY
        )
        self.remote_ocr_endpoint = (
            app_config.remote_ocr_endpoint or settings.REMOTE_OCR_ENDPOINT
        )
        self.remote_ocr_mode = app_config.remote_ocr_mode or RemoteOCRMode(
            settings.REMOTE_OCR_MODE,
        )
    @property
    def remote_ocr_by_default(self) -> bool:
        """
        Whether every supported document goes to the remote engine.
        When False the remote engine is used only for documents that
        explicitly asked for it, i.e. a workflow matched during consumption or
        the user ticked the box when reprocessing.
        """
        return self.remote_ocr_mode == RemoteOCRMode.ALWAYS
@dataclasses.dataclass
 class AIConfig(BaseConfig):
    """
@@ -0,0 +1,44 @@
 # Generated by Django 5.2.16 on 2026-08-10 14:37
 from django.db import migrations
 from django.db import models
 class Migration(migrations.Migration):
    dependencies = [
        ("paperless", "0013_applicationconfiguration_llm_request_timeout"),
    ]
    operations = [
        migrations.AddField(
            model_name="applicationconfiguration",
            name="remote_ocr_api_key",
            field=models.CharField(
                blank=True,
                max_length=1024,
                null=True,
                verbose_name="Sets the remote OCR API key",
            ),
        ),
        migrations.AddField(
            model_name="applicationconfiguration",
            name="remote_ocr_endpoint",
            field=models.CharField(
                blank=True,
                max_length=256,
                null=True,
                verbose_name="Sets the remote OCR endpoint",
            ),
        ),
        migrations.AddField(
            model_name="applicationconfiguration",
            name="remote_ocr_engine",
            field=models.CharField(
                blank=True,
                choices=[("azureai", "Azure AI Document Intelligence")],
                max_length=32,
                null=True,
                verbose_name="Sets the remote OCR engine",
            ),
        ),
    ]
@@ -0,0 +1,27 @@
 # Generated by Django 5.2.16 on 2026-08-10 15:43
 from django.db import migrations
 from django.db import models
 class Migration(migrations.Migration):
    dependencies = [
        ("paperless", "0014_applicationconfiguration_remote_ocr_api_key_and_more"),
    ]
    operations = [
        migrations.AddField(
            model_name="applicationconfiguration",
            name="remote_ocr_mode",
            field=models.CharField(
                blank=True,
                choices=[
                    ("always", "All supported documents"),
                    ("workflow_only", "Only when a workflow enables it"),
                ],
                max_length=32,
                null=True,
                verbose_name="Sets which documents are sent to the remote OCR engine",
            ),
        ),
    ]
@@ -74,6 +74,23 @@ class ColorConvertChoices(models.TextChoices):
    CMYK = ("CMYK", _("CMYK"))
 class RemoteOCREngine(models.TextChoices):
    """
    Matches to PAPERLESS_REMOTE_OCR_ENGINE
    """
    AZURE_AI = ("azureai", _("Azure AI Document Intelligence"))
 class RemoteOCRMode(models.TextChoices):
    """
    Matches to PAPERLESS_REMOTE_OCR_MODE
    """
    ALWAYS = ("always", _("All supported documents"))
    WORKFLOW_ONLY = ("workflow_only", _("Only when a workflow enables it"))
 class LLMEmbeddingBackend(models.TextChoices):
    OPENAI_LIKE = ("openai-like", _("OpenAI-compatible"))
    HUGGINGFACE = ("huggingface", _("Huggingface"))
@@ -286,6 +303,44 @@ class ApplicationConfiguration(AbstractSingletonModel):
        null=True,
    )
    """
    Settings for the remote OCR parser
    """
    # PAPERLESS_REMOTE_OCR_ENGINE
    remote_ocr_engine = models.CharField(
        verbose_name=_("Sets the remote OCR engine"),
        blank=True,
        null=True,
        max_length=32,
        choices=RemoteOCREngine.choices,
    )
    # PAPERLESS_REMOTE_OCR_API_KEY
    remote_ocr_api_key = models.CharField(
        verbose_name=_("Sets the remote OCR API key"),
        blank=True,
        null=True,
        max_length=1024,
    )
    # PAPERLESS_REMOTE_OCR_ENDPOINT
    remote_ocr_endpoint = models.CharField(
        verbose_name=_("Sets the remote OCR endpoint"),
        blank=True,
        null=True,
        max_length=256,
    )
    # PAPERLESS_REMOTE_OCR_MODE
    remote_ocr_mode = models.CharField(
        verbose_name=_("Sets which documents are sent to the remote OCR engine"),
        blank=True,
        null=True,
        max_length=32,
        choices=RemoteOCRMode.choices,
    )
    """
    AI related settings
    """
@@ -134,6 +134,11 @@ class ParserProtocol(Protocol):
        Author or organisation name.
    url : str
        URL for documentation, source code, or issue tracker.
    Parsers that send document content to a remote service should additionally
    set ``uses_remote_service = True`` so the registry can exclude them when
    remote processing has not been requested for a document. The attribute is
    optional so a parser that omits it is treated as fully local.
    """
    # ------------------------------------------------------------------
@@ -145,6 +150,10 @@ class ParserProtocol(Protocol):
    author: str
    url: str
    # NOTE: uses_remote_service is not declared here, the registry reads it
    # with getattr(cls, ..., False) for backwards-compatibility with existing
    # parsers
    # ------------------------------------------------------------------
    # Class methods
    # ------------------------------------------------------------------
@@ -334,6 +334,8 @@ class ParserRegistry:
        mime_type: str,
        filename: str,
        path: Path | None = None,
        *,
        allow_remote: bool = True,
    ) -> type[ParserProtocol] | None:
        """Return the best parser class for the given file, or None.
@@ -359,6 +361,11 @@ class ParserRegistry:
        path:
            Optional filesystem path to the file. Forwarded to each
            parser's score method.
        allow_remote:
            When False, parsers that declare ``uses_remote_service = True``
            are excluded from consideration, so a document is never sent to
            a remote service. Parsers that do not declare the attribute
            are treated as local and are always considered.
        Returns
        -------
@@ -374,6 +381,13 @@ class ParserRegistry:
            if mime_type not in parser_class.supported_mime_types():
                continue
            if not allow_remote and getattr(
                parser_class,
                "uses_remote_service",
                False,
            ):
                continue
            score = parser_class.score(mime_type, filename, path)
            if score is None:
                continue
@@ -61,6 +61,18 @@ class RemoteEngineConfig:
        self.api_key = api_key
        self.endpoint = endpoint
    @classmethod
    def from_app_config(cls) -> Self:
        """Build the config from the app config, falling back to the env."""
        from paperless.config import RemoteOCRConfig
        app_config = RemoteOCRConfig()
        return cls(
            engine=app_config.remote_ocr_engine,
            api_key=app_config.remote_ocr_api_key,
            endpoint=app_config.remote_ocr_endpoint,
        )
    def engine_is_valid(self) -> bool:
        """Return True when the engine is known and fully configured."""
        return (
@@ -90,6 +102,9 @@ class RemoteDocumentParser:
        Maintainer name.
    url : str
        Issue tracker / source URL.
    uses_remote_service : bool
        Content is sent to a remote service, True so that the registry
        can skip this parser if remote processing was not requested.
    """
    name: str = "Paperless-ngx Remote OCR Parser"
@@ -97,6 +112,8 @@ class RemoteDocumentParser:
    author: str = "Paperless-ngx Contributors"
    url: str = "https://github.com/paperless-ngx/paperless-ngx"
    uses_remote_service: bool = True
    # ------------------------------------------------------------------
    # Class methods
    # ------------------------------------------------------------------
@@ -145,11 +162,7 @@ class RemoteDocumentParser:
            20 when the remote engine is configured and the MIME type is
            supported, otherwise None.
        """
-        config = RemoteEngineConfig(
+        config = RemoteEngineConfig.from_app_config()
            engine=settings.REMOTE_OCR_ENGINE,
            api_key=settings.REMOTE_OCR_API_KEY,
            endpoint=settings.REMOTE_OCR_ENDPOINT,
        )
        if not config.engine_is_valid():
            return None
        if mime_type not in _SUPPORTED_MIME_TYPES:
@@ -244,11 +257,7 @@ class RemoteDocumentParser:
            Whether an archive copy is wanted. For PDFs, False skips the
            remote engine and uses locally-extracted text instead.
        """
-        config = RemoteEngineConfig(
+        config = RemoteEngineConfig.from_app_config()
            engine=settings.REMOTE_OCR_ENGINE,
            api_key=settings.REMOTE_OCR_API_KEY,
            endpoint=settings.REMOTE_OCR_ENDPOINT,
        )
        if not config.engine_is_valid():
            logger.warning(
@@ -219,6 +219,13 @@ class ApplicationConfigurationSerializer(
        allow_null=True,
        max_length=1024,
    )
    remote_ocr_api_key = ObfuscatedPasswordField(
        required=False,
        allow_null=True,
        max_length=1024,
    )
    OBFUSCATED_FIELDS = ("llm_api_key", "remote_ocr_api_key")
    def run_validation(self, data):
        # Empty strings treated as None to avoid unexpected behavior
@@ -230,11 +237,13 @@ class ApplicationConfigurationSerializer(
            data["language"] = None
        if "llm_output_language" in data and data["llm_output_language"] == "":
            data["llm_output_language"] = None
-        if "llm_api_key" in data and data["llm_api_key"] is not None:
+        for field in self.OBFUSCATED_FIELDS:
-            if data["llm_api_key"] == "":
+            if field in data and data[field] is not None:
-                data["llm_api_key"] = None
+                if data[field] == "":
-            elif len(data["llm_api_key"].replace("*", "")) == 0:
+                    data[field] = None
-                del data["llm_api_key"]
+                # Not a real value, don't overwrite the stored one
                elif len(data[field].replace("*", "")) == 0:
                    del data[field]
        return super().run_validation(data)
    def update(self, instance, validated_data):
@@ -1197,6 +1197,7 @@ WEBHOOKS_ALLOW_INTERNAL_REQUESTS = get_bool_from_env(
 REMOTE_OCR_ENGINE = os.getenv("PAPERLESS_REMOTE_OCR_ENGINE")
 REMOTE_OCR_API_KEY = os.getenv("PAPERLESS_REMOTE_OCR_API_KEY")
 REMOTE_OCR_ENDPOINT = os.getenv("PAPERLESS_REMOTE_OCR_ENDPOINT")
 REMOTE_OCR_MODE = os.getenv("PAPERLESS_REMOTE_OCR_MODE", "always")
 ################################################################################
 # AI Settings                                                                  #
@@ -21,6 +21,7 @@ from unittest.mock import Mock
 import pytest
 from documents.parsers import ParseError
 from paperless.models import ApplicationConfiguration
 from paperless.parsers import ParserContext
 from paperless.parsers import ParserProtocol
 from paperless.parsers.remote import RemoteDocumentParser
@@ -33,6 +34,10 @@ if TYPE_CHECKING:
    from pytest_mock import MockerFixture
 # Remote ocr config from ApplicationConfiguration needs DB access
 pytestmark = pytest.mark.django_db
 # ---------------------------------------------------------------------------
 # Module-local fixtures
 # ---------------------------------------------------------------------------
@@ -227,6 +232,18 @@ class TestRemoteParserScore:
        score = RemoteDocumentParser.score("application/pdf", "doc.pdf")
        assert score is not None and score > 10
    @pytest.mark.usefixtures("no_engine_settings")
    def test_score_uses_app_config_when_env_unset(self) -> None:
        """The app config alone is enough to activate the parser."""
        config = ApplicationConfiguration.objects.first()
        assert config is not None
        config.remote_ocr_engine = "azureai"
        config.remote_ocr_api_key = "app-config-key"
        config.remote_ocr_endpoint = "https://config.cognitiveservices.azure.com"
        config.save()
        assert RemoteDocumentParser.score("application/pdf", "doc.pdf") == 20
 # ---------------------------------------------------------------------------
 # Properties
@@ -1277,6 +1277,8 @@ class TestParserFileTypes:
 # ---------------------------------------------------------------------------
 # Remote ocr config from ApplicationConfiguration needs DB access
@pytest.mark.django_db
 class TestRasterisedDocumentParserRegistry:
    def test_registered_in_defaults(self) -> None:
        from paperless.parsers.registry import ParserRegistry
@@ -15,7 +15,7 @@ from paperless.checks import audit_log_check
 from paperless.checks import binaries_check
 from paperless.checks import check_default_language_available
 from paperless.checks import check_deprecated_db_settings
-from paperless.checks import check_remote_parser_configured
+from paperless.checks import check_remote_ocr_mode
 from paperless.checks import check_v3_minimum_upgrade_version
 from paperless.checks import debug_mode_check
 from paperless.checks import paths_check
@@ -631,29 +631,21 @@ class TestV3MinimumUpgradeVersionCheck:
        assert check_v3_minimum_upgrade_version(None) == []
-class TestRemoteParserChecks:
+class TestRemoteOCRModeCheck:
-    def test_no_engine(self, settings: SettingsWrapper) -> None:
+    def test_valid_mode(self, settings: SettingsWrapper) -> None:
-        settings.REMOTE_OCR_ENGINE = None
+        settings.REMOTE_OCR_MODE = "workflow_only"
-        msgs = check_remote_parser_configured(None)
+
        msgs = check_remote_ocr_mode(None)
        assert len(msgs) == 0
-    def test_azure_no_endpoint(self, settings: SettingsWrapper) -> None:
+    def test_invalid_mode(self, settings: SettingsWrapper) -> None:
        settings.REMOTE_OCR_MODE = "sometimes"
-        settings.REMOTE_OCR_ENGINE = "azureai"
+        msgs = check_remote_ocr_mode(None)
        settings.REMOTE_OCR_API_KEY = "somekey"
        settings.REMOTE_OCR_ENDPOINT = None
        msgs = check_remote_parser_configured(None)
        assert len(msgs) == 1
-
+        assert "PAPERLESS_REMOTE_OCR_MODE is set to 'sometimes'" in msgs[0].msg
        msg = msgs[0]
        assert (
            "Azure AI remote parser requires endpoint and API key to be configured."
            in msg.msg
        )
 class TestTesseractChecks:
@@ -468,6 +468,124 @@ class TestParserRegistryGetParserForFile:
        assert result is AcceptingBuiltin
 class TestParserRegistryRemoteParsers:
    """Verify the allow_remote filter in ParserRegistry.get_parser_for_file()."""
    @staticmethod
    def _remote_parser_cls() -> type:
        class RemoteParser:
            name = "remote"
            version = "1.0"
            author = "A"
            url = "https://example.com/remote"
            uses_remote_service = True
            @classmethod
            def supported_mime_types(cls):
                return {"text/plain": ".txt"}
            @classmethod
            def score(cls, mime_type, filename, path=None):
                return 20
        return RemoteParser
    def test_remote_parser_wins_when_remote_allowed(
        self,
        dummy_parser_cls: type,
    ) -> None:
        """
        GIVEN: A remote parser scoring 20 and a local parser scoring 10.
        WHEN:  get_parser_for_file() is called with allow_remote=True.
        THEN:  The remote parser is returned.
        """
        remote_parser_cls = self._remote_parser_cls()
        registry = ParserRegistry()
        registry.register_builtin(dummy_parser_cls)
        registry.register_builtin(remote_parser_cls)
        result = registry.get_parser_for_file(
            "text/plain",
            "readme.txt",
            allow_remote=True,
        )
        assert result is remote_parser_cls
    def test_remote_parser_skipped_when_remote_not_allowed(
        self,
        dummy_parser_cls: type,
    ) -> None:
        """
        GIVEN: A remote parser scoring 20 and a local parser scoring 10.
        WHEN:  get_parser_for_file() is called with allow_remote=False.
        THEN:  The local parser is returned despite its lower score.
        """
        registry = ParserRegistry()
        registry.register_builtin(dummy_parser_cls)
        registry.register_builtin(self._remote_parser_cls())
        result = registry.get_parser_for_file(
            "text/plain",
            "readme.txt",
            allow_remote=False,
        )
        assert result is dummy_parser_cls
    def test_no_parser_when_only_remote_available_and_not_allowed(self) -> None:
        """
        GIVEN: A registry whose only candidate declares uses_remote_service.
        WHEN:  get_parser_for_file() is called with allow_remote=False.
        THEN:  None is returned — the remote parser is never used as a
               fallback when remote processing was not requested.
        """
        registry = ParserRegistry()
        registry.register_builtin(self._remote_parser_cls())
        result = registry.get_parser_for_file(
            "text/plain",
            "readme.txt",
            allow_remote=False,
        )
        assert result is None
    def test_parser_without_attribute_treated_as_local(
        self,
        dummy_parser_cls: type,
    ) -> None:
        """
        GIVEN: A third-party parser predating uses_remote_service, so it does
               not declare the attribute at all.
        WHEN:  get_parser_for_file() is called with allow_remote=False.
        THEN:  It is still considered, i.e. treated as fully local, rather
               than raising AttributeError.
        """
        assert not hasattr(dummy_parser_cls, "uses_remote_service")
        registry = ParserRegistry()
        registry.register_builtin(dummy_parser_cls)
        result = registry.get_parser_for_file(
            "text/plain",
            "readme.txt",
            allow_remote=False,
        )
        assert result is dummy_parser_cls
    def test_remote_allowed_by_default(self) -> None:
        """
        GIVEN: A registry containing only a remote parser.
        WHEN:  get_parser_for_file() is called without allow_remote.
        THEN:  The remote parser is returned — callers that do not opt in to
               the filter keep the previous behaviour.
        """
        remote_parser_cls = self._remote_parser_cls()
        registry = ParserRegistry()
        registry.register_builtin(remote_parser_cls)
        result = registry.get_parser_for_file("text/plain", "readme.txt")
        assert result is remote_parser_cls
 class TestDiscover:
    """Verify entrypoint discovery in ParserRegistry.discover()."""
@@ -0,0 +1,113 @@
 """Tests for RemoteOCRConfig precedence between app config and Django settings."""
 from __future__ import annotations
 from typing import TYPE_CHECKING
 import pytest
 from django.test import override_settings
 from paperless.config import RemoteOCRConfig
 from paperless.models import RemoteOCRMode
 if TYPE_CHECKING:
    from unittest.mock import MagicMock
@pytest.fixture()
 def null_app_config(mocker) -> MagicMock:
    """Mock ApplicationConfiguration with all fields None → falls back to Django settings."""
    return mocker.MagicMock(
        remote_ocr_engine=None,
        remote_ocr_api_key=None,
        remote_ocr_endpoint=None,
        remote_ocr_mode=None,
    )
@pytest.fixture()
 def make_remote_ocr_config(mocker):
    def _make(app_config, **django_settings_overrides):
        mocker.patch(
            "paperless.config.BaseConfig._get_config_instance",
            return_value=app_config,
        )
        with override_settings(**django_settings_overrides):
            return RemoteOCRConfig()
    return _make
 class TestRemoteOCRConfig:
    def test_falls_back_to_settings(
        self,
        make_remote_ocr_config,
        null_app_config,
    ) -> None:
        cfg = make_remote_ocr_config(
            null_app_config,
            REMOTE_OCR_ENGINE="azureai",
            REMOTE_OCR_API_KEY="env-key",
            REMOTE_OCR_ENDPOINT="https://env.cognitiveservices.azure.com",
            REMOTE_OCR_MODE=RemoteOCRMode.WORKFLOW_ONLY,
        )
        assert cfg.remote_ocr_engine == "azureai"
        assert cfg.remote_ocr_api_key == "env-key"
        assert cfg.remote_ocr_endpoint == "https://env.cognitiveservices.azure.com"
        assert cfg.remote_ocr_mode == RemoteOCRMode.WORKFLOW_ONLY
    def test_app_config_takes_precedence(
        self,
        make_remote_ocr_config,
        mocker,
    ) -> None:
        app_config = mocker.MagicMock(
            remote_ocr_engine="azureai",
            remote_ocr_api_key="db-key",
            remote_ocr_endpoint="https://db.cognitiveservices.azure.com",
            remote_ocr_mode=RemoteOCRMode.WORKFLOW_ONLY,
        )
        cfg = make_remote_ocr_config(
            app_config,
            REMOTE_OCR_ENGINE=None,
            REMOTE_OCR_API_KEY="env-key",
            REMOTE_OCR_ENDPOINT="https://env.cognitiveservices.azure.com",
            REMOTE_OCR_MODE=RemoteOCRMode.ALWAYS,
        )
        assert cfg.remote_ocr_engine == "azureai"
        assert cfg.remote_ocr_api_key == "db-key"
        assert cfg.remote_ocr_endpoint == "https://db.cognitiveservices.azure.com"
        assert cfg.remote_ocr_mode == RemoteOCRMode.WORKFLOW_ONLY
    def test_unset_everywhere(
        self,
        make_remote_ocr_config,
        null_app_config,
    ) -> None:
        cfg = make_remote_ocr_config(
            null_app_config,
            REMOTE_OCR_ENGINE=None,
            REMOTE_OCR_API_KEY=None,
            REMOTE_OCR_ENDPOINT=None,
        )
        assert cfg.remote_ocr_engine is None
        assert cfg.remote_ocr_api_key is None
        assert cfg.remote_ocr_endpoint is None
 class TestRemoteOCRByDefault:
    def test_always_mode(self, make_remote_ocr_config, null_app_config) -> None:
        cfg = make_remote_ocr_config(
            null_app_config,
            REMOTE_OCR_MODE=RemoteOCRMode.ALWAYS,
        )
        assert cfg.remote_ocr_by_default is True
    def test_workflow_only_mode(self, make_remote_ocr_config, null_app_config) -> None:
        cfg = make_remote_ocr_config(
            null_app_config,
            REMOTE_OCR_MODE=RemoteOCRMode.WORKFLOW_ONLY,
        )
        assert cfg.remote_ocr_by_default is False
@@ -1,34 +1,7 @@
 from typing import Any
 from typing import Final
 from typing import TypedDict
 from pydantic import BaseModel
 from pydantic import Field
 from pydantic import ValidationInfo
 from pydantic import field_validator
 from pydantic.fields import FieldInfo
 # taxonomy.py MAX_TAG_CANDIDATES = 10, prompt is "up to 3 relevant dates"
 MAX_EXISTING_IDS: Final = 10
 MAX_NEW_NAMES: Final = 8
 MAX_DATES: Final = 3
 # Matches documents.models.Document.title's CharField(max_length=128).
 MAX_TITLE_LENGTH: Final = 128
 def _truncate_to_field_limit(value: Any, field: FieldInfo) -> Any:
    """
    Clip down to its it's declared maximum. Run as a `mode="before"` validator.
    """
    limit = next(
        (m.max_length for m in field.metadata if hasattr(m, "max_length")),
        None,
    )
    return (
        value
        if (limit is None or not isinstance(value, (list, str)))
        else value[:limit]
    )
 class TaxonomyChoice(BaseModel):
@@ -41,32 +14,19 @@ class TaxonomyChoice(BaseModel):
    TaxonomyChoiceDict below.
    """
-    existing_ids: list[int] = Field(
+    existing_ids: list[int] = Field(default_factory=list)
-        default_factory=list,
+    new_names: list[str] = Field(default_factory=list)
        max_length=MAX_EXISTING_IDS,
    )
    new_names: list[str] = Field(default_factory=list, max_length=MAX_NEW_NAMES)
    @field_validator("existing_ids", "new_names", mode="before")
    @classmethod
    def _truncate(cls, value: Any, info: ValidationInfo) -> Any:
        return _truncate_to_field_limit(value, cls.model_fields[info.field_name])
 class DocumentClassifierSchema(BaseModel):
    """Schema for document classification suggestions."""
-    title: str = Field(max_length=MAX_TITLE_LENGTH)
+    title: str
    tags: TaxonomyChoice = Field(default_factory=TaxonomyChoice)
    correspondents: TaxonomyChoice = Field(default_factory=TaxonomyChoice)
    document_types: TaxonomyChoice = Field(default_factory=TaxonomyChoice)
    storage_paths: TaxonomyChoice = Field(default_factory=TaxonomyChoice)
-    dates: list[str] = Field(default_factory=list, max_length=MAX_DATES)
+    dates: list[str] = Field(default_factory=list)
    @field_validator("title", "dates", mode="before")
    @classmethod
    def _truncate(cls, value: Any, info: ValidationInfo) -> Any:
        return _truncate_to_field_limit(value, cls.model_fields[info.field_name])
 class TaxonomyChoiceDict(TypedDict):
@@ -1,7 +1,3 @@
 from paperless_ai.base_model import MAX_DATES
 from paperless_ai.base_model import MAX_EXISTING_IDS
 from paperless_ai.base_model import MAX_NEW_NAMES
 from paperless_ai.base_model import MAX_TITLE_LENGTH
 from paperless_ai.base_model import ClassificationSuggestions
 from paperless_ai.base_model import DocumentClassifierSchema
 from paperless_ai.base_model import TaxonomyChoice
@@ -67,86 +63,6 @@ def test_document_classifier_schema_json_schema_is_self_contained():
    assert set(taxonomy_choice_properties.keys()) == {"existing_ids", "new_names"}
 def test_every_sequence_in_the_emitted_schema_is_bounded():
    """
    GIVEN:
        - The DocumentClassifierSchema pydantic model
    WHEN:
        - Its JSON schema is generated via model_json_schema()
    THEN:
        - Every array property in the schema, including those on the
          referenced TaxonomyChoice definition, carries a maxItems
    """
    schema = DocumentClassifierSchema.model_json_schema()
    unbounded = [
        f"{owner}.{name}"
        for owner, definition in [
            ("DocumentClassifierSchema", schema),
            *schema.get("$defs", {}).items(),
        ]
        for name, prop in definition.get("properties", {}).items()
        if prop.get("type") == "array" and "maxItems" not in prop
    ]
    assert unbounded == []
 def test_dates_bound_matches_what_the_prompt_asks_for():
    """
    GIVEN:
        - The DocumentClassifierSchema pydantic model
    WHEN:
        - The emitted maxItems for dates is inspected
    THEN:
        - It equals the 3 that build_prompt_without_rag asks the model for
    """
    dates_schema = DocumentClassifierSchema.model_json_schema()["properties"]["dates"]
    assert dates_schema["maxItems"] == MAX_DATES == 3
 def test_over_long_response_is_truncated_rather_than_rejected():
    """
    GIVEN:
        - An LLM response overshooting every declared bound
    WHEN:
        - DocumentClassifierSchema is constructed from it
    THEN:
        - Each field is clipped to its maximum, with no ValidationError
    """
    parsed = DocumentClassifierSchema(
        title="T" * (MAX_TITLE_LENGTH + 50),
        tags=TaxonomyChoice(
            existing_ids=list(range(MAX_EXISTING_IDS + 20)),
            new_names=["n"] * (MAX_NEW_NAMES + 20),
        ),
        dates=[f"2016-{month:02d}-01" for month in range(1, 13)],
    )
    assert len(parsed.title) == MAX_TITLE_LENGTH
    assert len(parsed.dates) == MAX_DATES
    assert len(parsed.tags.existing_ids) == MAX_EXISTING_IDS
    assert len(parsed.tags.new_names) == MAX_NEW_NAMES
 def test_truncation_keeps_the_earliest_entries():
    """
    GIVEN:
        - An over-long dates list from an LLM response
    WHEN:
        - DocumentClassifierSchema is constructed from it
    THEN:
        - The kept entries are the first ones the model emitted
    """
    parsed = DocumentClassifierSchema(
        title="T",
        dates=["2016-10-01", "2016-09-01", "2016-08-01", "2016-07-01", "2016-06-01"],
    )
    assert parsed.dates == ["2016-10-01", "2016-09-01", "2016-08-01"]
 def test_model_dump_matches_typed_dict_keys():
    """
    GIVEN:
Author	SHA1	Message	Date
shamoonandGitHub	1fb524b026	Format remote OCR mode check tests	2026-08-15 10:44:36 -07:00
shamoonandGitHub	8870eaa92a	Update consumer.py	2026-08-15 10:44:36 -07:00
shamoonandGitHub	fe2f1dcc3b	Ok, wire up the remote_ocr_mode with allow_remote for consumer	2026-08-15 10:44:36 -07:00
shamoonandGitHub	9baef6b505	Docs for remote_ocr_mode	2026-08-15 10:44:36 -07:00
shamoonandGitHub	c2c0e6f127	More tests for remote_ocr_mode	2026-08-15 10:44:36 -07:00
shamoonandGitHub	5c89a30bf2	Update config.component.spec.ts	2026-08-15 10:44:36 -07:00
shamoonandGitHub	368a26c421	Checks for remote_ocr_mode and fix import	2026-08-15 10:44:36 -07:00
shamoonandGitHub	6d335bb964	remote_ocr_mode config setting	2026-08-15 10:44:36 -07:00
shamoonandGitHub	52953b92d8	Add to parser dev docs	2026-08-15 10:44:36 -07:00
shamoonandGitHub	44aecfb9a2	uses_remote_service + allow_remote to allow opt-in / out of remote OCR	2026-08-15 10:44:36 -07:00
shamoonandGitHub	c8b0c193c6	Actually we cant use this any more, in case settings are in app config	2026-08-15 10:44:35 -07:00
shamoonandGitHub	c9b6787165	Update test_tesseract_parser.py	2026-08-15 10:44:35 -07:00
shamoonandGitHub	d117df3a0e	Docs	2026-08-15 10:44:35 -07:00
shamoonandGitHub	22f77f9d06	Frontend stuff, with sections	2026-08-15 10:44:35 -07:00
shamoonandGitHub	9a28fa8d41	Backend tests	2026-08-15 10:44:35 -07:00
shamoonandGitHub	c1e4345708	Backend changes and migration for remote OCR Config	2026-08-15 10:44:35 -07:00