Fix/performance: prevent token re-use in dropdown filtering, also a perf thing (#13804 )

Fix: handle social account sync groups claim sent as str
Auto translate strings
2026-08-26 20:53:20 +00:00 · 2026-08-26 13:18:09 -07:00 · 2026-08-26 12:37:29 -07:00 · 2026-08-26 16:50:29 +00:00 · 2026-08-26 16:41:21 +00:00 · 2026-08-26 14:29:05 +00:00
35 changed files with 2233 additions and 771 deletions
@@ -667,6 +667,35 @@ The action takes no options, its presence is what enables remote OCR for a match
 If the remote engine is not configured, or does not support the document's file type, the document is
 processed locally instead and a warning is written to the log.
 ##### Apply AI Suggestions {#workflow-action-apply-ai-suggestions}
 "Apply AI Suggestions" actions ask the configured AI service for title and metadata suggestions,
 the same as the AI suggestions shown on the document detail page, except applied automatically and in bulk.
 It requires [AI features](configuration.md#ai) to be enabled. You can specify:
 - Which suggestions to apply: title, tags, correspondent, document type, storage path and / or created
  date. Suggestions for fields you did not select are discarded.
 - Whether to create missing items. By default only tags, correspondents and document types that
  already exist are assigned and any other suggestion is dropped. With this enabled, suggested items
  that do not exist are created. Storage paths are never created.
 - Whether to overwrite existing values. By default a field is only filled in if it is currently empty.
  Note that documents almost always already have a title and created date, so if you select those you
  will usually want to enable this too. Tags are an exception: suggested tags are always added and
  never replace the document's existing tags.
 The action works with every trigger **except Consumption Started**, because suggestions are made from
 the document's text, which does not exist until after the document has been processed.
 Because the query to the AI service is slow, the action is queued and runs in the background rather
 than as part of the workflow run itself. The document is updated once the suggestions come back.
 !!! warning
    Every matching document results in a query to the AI service, which may incur costs and have privacy
    implications. Queries can be slow, so a workflow matching a large number of documents can occupy the
    task queue, and delay consumption of new documents, etc. Consider narrowing the trigger filters,
    running in small batches and / or increasing workers.
 #### Workflow placeholders
 Titles and webhook payloads can be generated by workflows using [Jinja templates](https://jinja.palletsprojects.com/en/3.1.x/templates/).
@@ -296,11 +296,11 @@
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@@ -323,11 +323,11 @@
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@@ -374,15 +374,15 @@
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      <trans-unit id="5890330709052835856" datatype="html">
@@ -727,11 +727,11 @@
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      <trans-unit id="2272120016352772836" datatype="html">
@@ -1142,11 +1142,11 @@
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          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">240</context>
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+          <context context-type="linenumber">242</context>
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          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.html</context>
@@ -1620,6 +1620,10 @@
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          <context context-type="linenumber">99</context>
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          <context context-type="linenumber">173</context>
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          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.html</context>
          <context context-type="linenumber">174</context>
@@ -1651,6 +1655,10 @@
          <context context-type="sourcefile">src/app/components/admin/settings/settings.component.ts</context>
          <context context-type="linenumber">100</context>
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        <context-group purpose="location">
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          <context context-type="linenumber">177</context>
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@@ -1682,6 +1690,10 @@
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          <context context-type="linenumber">101</context>
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@@ -1711,7 +1723,11 @@
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          <context context-type="linenumber">169</context>
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          <context context-type="sourcefile">src/app/components/common/input/tags/tags.component.ts</context>
@@ -1801,15 +1817,15 @@
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">162</context>
+          <context context-type="linenumber">164</context>
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          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">274</context>
+          <context context-type="linenumber">276</context>
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          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">306</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6904866445262015585" datatype="html">
@@ -1820,11 +1836,11 @@
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
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-          <context context-type="linenumber">309</context>
+          <context context-type="linenumber">305</context>
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      <trans-unit id="8492095365580052820" datatype="html">
@@ -2087,7 +2103,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">95</context>
+          <context context-type="linenumber">96</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/share-link-bundle-manage-dialog/share-link-bundle-manage-dialog.component.html</context>
@@ -2402,7 +2418,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
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+          <context context-type="linenumber">81</context>
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      <trans-unit id="228975554646076615" datatype="html">
@@ -2462,7 +2478,7 @@
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">122</context>
+          <context context-type="linenumber">123</context>
        </context-group>
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      <trans-unit id="235571817610183244" datatype="html">
@@ -2473,7 +2489,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">84</context>
+          <context context-type="linenumber">85</context>
        </context-group>
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      <trans-unit id="526966086395145275" datatype="html">
@@ -2484,7 +2500,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">76</context>
+          <context context-type="linenumber">77</context>
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      <trans-unit id="6520092939021340973" datatype="html">
@@ -2601,11 +2617,11 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">268</context>
+          <context context-type="linenumber">264</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">270</context>
+          <context context-type="linenumber">266</context>
        </context-group>
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      <trans-unit id="3818027200170621545" datatype="html">
@@ -2962,11 +2978,11 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">298</context>
+          <context context-type="linenumber">294</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">300</context>
+          <context context-type="linenumber">296</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4569276013106377105" datatype="html">
@@ -3275,104 +3291,104 @@
        <source>by Paperless-ngx</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">27,28</context>
+          <context context-type="linenumber">23,24</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7228136119811576789" datatype="html">
        <source>User menu</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">44</context>
+          <context context-type="linenumber">40</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2448391510242468907" datatype="html">
        <source>Logged in as <x id="INTERPOLATION" equiv-text="{{this.settingsService.displayName}}"/></source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">52,53</context>
+          <context context-type="linenumber">48,49</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2127032578120864096" datatype="html">
        <source>My Profile</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">52</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3797778920049399855" datatype="html">
        <source>Logout</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">59</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4895326106573044490" datatype="html">
        <source>Documentation</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">68</context>
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-          <context context-type="linenumber">331</context>
+          <context context-type="linenumber">327</context>
        </context-group>
      </trans-unit>
      <trans-unit id="472206565520537964" datatype="html">
        <source>Saved views</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">112,113</context>
+          <context context-type="linenumber">108,109</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">142,143</context>
+          <context context-type="linenumber">138,139</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6988090220128974198" datatype="html">
        <source>Open documents</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">151,152</context>
+          <context context-type="linenumber">147,148</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5687256342387781369" datatype="html">
        <source>Close all</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">173</context>
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-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">171</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3897348120591552265" datatype="html">
        <source>Manage</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">184,185</context>
+          <context context-type="linenumber">180,181</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8008131619909556709" datatype="html">
        <source>Attributes</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">192</context>
+          <context context-type="linenumber">188</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">194</context>
+          <context context-type="linenumber">190</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7437910965833684826" datatype="html">
        <source>Correspondents</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">220</context>
+          <context context-type="linenumber">216</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/suggestions-dropdown/suggestions-dropdown.component.html</context>
@@ -3391,7 +3407,7 @@
        <source>Document types</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">225</context>
+          <context context-type="linenumber">221</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/document-attributes.component.ts</context>
@@ -3402,7 +3418,7 @@
        <source>Storage paths</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">230</context>
+          <context context-type="linenumber">226</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/document-attributes.component.ts</context>
@@ -3413,7 +3429,7 @@
        <source>Custom fields</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">235</context>
+          <context context-type="linenumber">231</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.html</context>
@@ -3432,11 +3448,11 @@
        <source>Workflows</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">249</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">255</context>
+          <context context-type="linenumber">251</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/workflows/workflows.component.html</context>
@@ -3447,99 +3463,99 @@
        <source>Mail</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">261</context>
+          <context context-type="linenumber">257</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">263</context>
+          <context context-type="linenumber">259</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7844706011418789951" datatype="html">
        <source>Administration</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">278,279</context>
+          <context context-type="linenumber">274,275</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3008420115644088420" datatype="html">
        <source>Configuration</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">291</context>
+          <context context-type="linenumber">287</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">293</context>
+          <context context-type="linenumber">289</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1534029177398918729" datatype="html">
        <source>GitHub</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">338</context>
+          <context context-type="linenumber">334</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4112664765954374539" datatype="html">
        <source>is available.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">348</context>
+          <context context-type="linenumber">344</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1175891574282637937" datatype="html">
        <source>Click to view.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">348</context>
+          <context context-type="linenumber">344</context>
        </context-group>
      </trans-unit>
      <trans-unit id="9811291095862612" datatype="html">
        <source>Paperless-ngx can automatically check for updates</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">352</context>
+          <context context-type="linenumber">348</context>
        </context-group>
      </trans-unit>
      <trans-unit id="894819944961861800" datatype="html">
        <source> How does this work? </source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">360</context>
+          <context context-type="linenumber">356</context>
        </context-group>
      </trans-unit>
      <trans-unit id="509090351011426949" datatype="html">
        <source>Update available</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">372</context>
+          <context context-type="linenumber">368</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1329827712962827905" datatype="html">
        <source>Configure update checking</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">377</context>
+          <context context-type="linenumber">373</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1542489069631984294" datatype="html">
        <source>Sidebar views updated</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">425</context>
+          <context context-type="linenumber">427</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3547923076537026828" datatype="html">
        <source>Error updating sidebar views</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">428</context>
+          <context context-type="linenumber">430</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2526035785704676448" datatype="html">
        <source>An error occurred while saving update checking settings.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">449</context>
+          <context context-type="linenumber">451</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4580988005648117665" datatype="html">
@@ -4332,7 +4348,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">91</context>
+          <context context-type="linenumber">92</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/document-list.component.html</context>
@@ -5322,7 +5338,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">137</context>
+          <context context-type="linenumber">138</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/profile-edit-dialog/profile-edit-dialog.component.html</context>
@@ -5954,18 +5970,67 @@
          <context context-type="linenumber">461,462</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4231754882471903566" datatype="html">
        <source>The document will be sent to the configured AI service for suggestions. Consider costs and privacy.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
          <context context-type="linenumber">468,469</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3473589590476379802" datatype="html">
        <source>Apply suggestions for</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
          <context context-type="linenumber">471,472</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6859826074028847234" datatype="html">
        <source>Suggestions for fields that are not selected are discarded.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
          <context context-type="linenumber">476,477</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1137167921211640884" datatype="html">
        <source>Create missing items</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
          <context context-type="linenumber">486,487</context>
        </context-group>
      </trans-unit>
      <trans-unit id="449779688394460071" datatype="html">
        <source>Create suggested tags, correspondents and document types that do not exist yet.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
          <context context-type="linenumber">488,489</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5192325026233872238" datatype="html">
        <source>Overwrite existing values</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
          <context context-type="linenumber">496,497</context>
        </context-group>
      </trans-unit>
      <trans-unit id="9010697250406492150" datatype="html">
        <source>Apply suggestions even if the document already has a value. Tags are always added, never replaced.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
          <context context-type="linenumber">498,499</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4626030417479279989" datatype="html">
        <source>Consume Folder</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">72</context>
+          <context context-type="linenumber">73</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3553216189604488439" datatype="html">
        <source>Modified</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">99</context>
+          <context context-type="linenumber">100</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/data/document.ts</context>
@@ -5976,63 +6041,63 @@
        <source>Custom Field</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">103</context>
+          <context context-type="linenumber">104</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8696908693776094667" datatype="html">
        <source>Consumption Started</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">111</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7858311467093621703" datatype="html">
        <source>Document Added</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">114</context>
+          <context context-type="linenumber">115</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7955486237346046731" datatype="html">
        <source>Document Updated</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">118</context>
+          <context context-type="linenumber">119</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5502398334173581061" datatype="html">
        <source>Assignment</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">129</context>
+          <context context-type="linenumber">130</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6234812824772766804" datatype="html">
        <source>Removal</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">133</context>
+          <context context-type="linenumber">134</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4206419737792796794" datatype="html">
        <source>Webhook</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">141</context>
+          <context context-type="linenumber">142</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4824906895380506720" datatype="html">
        <source>Password removal</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">146</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2048798344356757326" datatype="html">
        <source>Move to trash</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">149</context>
+          <context context-type="linenumber">150</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
@@ -6047,116 +6112,157 @@
        <source>Remote OCR</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">153</context>
+          <context context-type="linenumber">154</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/data/paperless-config.ts</context>
          <context context-type="linenumber">58</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4101630920511881483" datatype="html">
        <source>Apply AI suggestions</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
          <context context-type="linenumber">158</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5701618810648052610" datatype="html">
        <source>Title</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
          <context context-type="linenumber">165</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.html</context>
          <context context-type="linenumber">167</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/document-list.component.html</context>
          <context context-type="linenumber">218,219</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/filter-editor/filter-editor.component.ts</context>
          <context context-type="linenumber">197</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/data/document.ts</context>
          <context context-type="linenumber">30</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/data/document.ts</context>
          <context context-type="linenumber">90</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5224451373257709572" datatype="html">
        <source>Created date</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
          <context context-type="linenumber">185</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4522609911791833187" datatype="html">
        <source>Has any of these tags</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">222</context>
+          <context context-type="linenumber">254</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4166903555074156852" datatype="html">
        <source>Has all of these tags</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">261</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6624363795312783141" datatype="html">
        <source>Does not have these tags</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">268</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7168528512669831184" datatype="html">
        <source>Has any of these correspondents</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">243</context>
+          <context context-type="linenumber">275</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5281365940563983618" datatype="html">
        <source>Has correspondent</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">251</context>
+          <context context-type="linenumber">283</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6884498632428600393" datatype="html">
        <source>Does not have correspondents</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">259</context>
+          <context context-type="linenumber">291</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4806713133917046341" datatype="html">
        <source>Has document type</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">267</context>
+          <context context-type="linenumber">299</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8801397520369995032" datatype="html">
        <source>Has any of these document types</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">275</context>
+          <context context-type="linenumber">307</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1507843981661822403" datatype="html">
        <source>Does not have document types</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">315</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4277260190522078330" datatype="html">
        <source>Has storage path</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">291</context>
+          <context context-type="linenumber">323</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8858580062214623097" datatype="html">
        <source>Has any of these storage paths</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">299</context>
+          <context context-type="linenumber">331</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6070943364927280151" datatype="html">
        <source>Does not have storage paths</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">307</context>
+          <context context-type="linenumber">339</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6250799006816371860" datatype="html">
        <source>Matches custom field query</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">315</context>
+          <context context-type="linenumber">347</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3138206142174978019" datatype="html">
        <source>Create new workflow</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">524</context>
+          <context context-type="linenumber">556</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5996779210524133604" datatype="html">
        <source>Edit workflow</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">528</context>
+          <context context-type="linenumber">560</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5457837313196342910" datatype="html">
@@ -8021,35 +8127,35 @@
        <source>Paperless-ngx is running!</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">2</context>
+          <context context-type="linenumber">6</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3326049540711826572" datatype="html">
        <source>You&apos;re ready to start uploading documents! Explore the various features of this web app on your own, or start a quick tour using the button below.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">3,4</context>
+          <context context-type="linenumber">8,9</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4474647174688421179" datatype="html">
        <source>More detail on how to use and configure Paperless-ngx is always available in the <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://docs.paperless-ngx.com&quot; target=&quot;_blank&quot;&gt;"/>documentation<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a&gt;"/>.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">4,6</context>
+          <context context-type="linenumber">9,10</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4294899532887357745" datatype="html">
        <source>Thanks for being a part of the Paperless-ngx community!</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">7,8</context>
+          <context context-type="linenumber">13,14</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1415832194529539652" datatype="html">
        <source>Start the tour</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">8</context>
+          <context context-type="linenumber">14</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7822640317427130239" datatype="html">
@@ -8208,29 +8314,6 @@
          <context context-type="linenumber">164,165</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5701618810648052610" datatype="html">
        <source>Title</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.html</context>
          <context context-type="linenumber">167</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/document-list.component.html</context>
          <context context-type="linenumber">218,219</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/filter-editor/filter-editor.component.ts</context>
          <context context-type="linenumber">197</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/data/document.ts</context>
          <context context-type="linenumber">30</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/data/document.ts</context>
          <context context-type="linenumber">90</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5114742157723900905" datatype="html">
        <source>Date created</source>
        <context-group purpose="location">
@@ -10,16 +10,12 @@
    tourAnchor="tour.intro">
    @if (!hasCustomBranding) {
      <pngx-logo extra_classes="navbar-official-logo px-1" height="2.4rem"></pngx-logo>
-      <svg class="brand-mark brand-mark-slim d-none" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1000 1000" width="1.5em" height="1.5em" fill="currentColor">
+      <pngx-brand-mark class="brand-mark brand-mark-slim d-none"></pngx-brand-mark>
        <path d="M341,949.1c-6.9-20.3-20.7-61.2-21.9-61-199.6-88.9-182.5-229.8-134.3-347.5,30,137.2,268.8,148.9,146.2,336-.9,2.2,10,27.8,19.5,51.3,22.7-51.9,58.6-115.5,55.8-120.8C178,398.7,724.9,299,807.1,18.5c83,251.5,53.1,659.8-377.4,814.9-2,1.4-63.5,148.6-66.9,150.2-.2-2.1-33.2,2.9-30.1-8.7,1.6-7,4.8-16.2,8.2-25.6h0v-.2h.1ZM323.1,846.2c48.3-71.9-12.7-120.8-56.9-152.2,81.2,107.4,66.4,120.8,56.9,152.2h0Z"/>
      </svg>
    } @else {
      @if (customAppLogo) {
        <img class="brand-logo" [src]="customAppLogo" alt="" />
      } @else {
-        <svg class="brand-mark" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1000 1000" width="1.5em" height="1.5em" fill="currentColor">
+        <pngx-brand-mark class="brand-mark"></pngx-brand-mark>
          <path d="M341,949.1c-6.9-20.3-20.7-61.2-21.9-61-199.6-88.9-182.5-229.8-134.3-347.5,30,137.2,268.8,148.9,146.2,336-.9,2.2,10,27.8,19.5,51.3,22.7-51.9,58.6-115.5,55.8-120.8C178,398.7,724.9,299,807.1,18.5c83,251.5,53.1,659.8-377.4,814.9-2,1.4-63.5,148.6-66.9,150.2-.2-2.1-33.2,2.9-30.1-8.7,1.6-7,4.8-16.2,8.2-25.6h0v-.2h.1ZM323.1,846.2c48.3-71.9-12.7-120.8-56.9-152.2,81.2,107.4,66.4,120.8,56.9,152.2h0Z"/>
        </svg>
      }
      <div class="brand-copy ms-2 text-truncate" [class.d-md-none]="slimSidebarEnabled">
        <span class="brand-title text-truncate">{{ appTitle }}</span>
@@ -45,6 +45,7 @@ import { TasksService } from 'src/app/services/tasks.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { environment } from 'src/environments/environment'
 import { ChatComponent } from '../chat/chat/chat.component'
 import { BrandMarkComponent } from '../common/logo/brand-mark/brand-mark.component'
 import { LogoComponent } from '../common/logo/logo.component'
 import { ProfileEditDialogComponent } from '../common/profile-edit-dialog/profile-edit-dialog.component'
 import { DocumentDetailComponent } from '../document-detail/document-detail.component'
@@ -61,6 +62,7 @@ const SCROLL_THRESHOLD = 16
  imports: [
    GlobalSearchComponent,
    LogoComponent,
    BrandMarkComponent,
    DocumentTitlePipe,
    IfPermissionsDirective,
    ToastsDropdownComponent,
@@ -462,6 +462,45 @@
          </div>
        </div>
      }
      @case (WorkflowActionType.ApplyAiSuggestions) {
        <div class="row">
          <div class="col">
            <p class="text-muted small" i18n>The document will be sent to the configured AI service for suggestions. Consider costs and privacy.</p>
            <pngx-input-select
              i18n-title
              title="Apply suggestions for"
              [items]="aiSuggestionFieldOptions"
              [multiple]="true"
              formControlName="ai_suggestion_fields"
              [error]="error?.actions?.[i]?.ai_suggestion_fields"
              hint="Suggestions for fields that are not selected are discarded."
              i18n-hint
            ></pngx-input-select>
          </div>
        </div>
        <div class="row">
          <div class="col-md-6">
            <pngx-input-switch
              [horizontal]="true"
              i18n-title
              title="Create missing items"
              formControlName="ai_create_missing"
              hint="Create suggested tags, correspondents and document types that do not exist yet."
              i18n-hint
            ></pngx-input-switch>
          </div>
          <div class="col-md-6">
            <pngx-input-switch
              [horizontal]="true"
              i18n-title
              title="Overwrite existing values"
              formControlName="ai_overwrite_existing"
              hint="Apply suggestions even if the document already has a value. Tags are always added, never replaced."
              i18n-hint
            ></pngx-input-switch>
          </div>
        </div>
      }
    }
  </div>
 </ng-template>
@@ -22,6 +22,7 @@ import {
 } from 'src/app/data/matching-model'
 import { Workflow } from 'src/app/data/workflow'
 import {
  AISuggestionField,
  WorkflowAction,
  WorkflowActionType,
 } from 'src/app/data/workflow-action'
@@ -49,6 +50,7 @@ import { TagsComponent } from '../../input/tags/tags.component'
 import { TextComponent } from '../../input/text/text.component'
 import { EditDialogMode } from '../edit-dialog.component'
 import {
  AI_SUGGESTION_FIELD_OPTIONS,
  DOCUMENT_SOURCE_OPTIONS,
  SCHEDULE_DATE_FIELD_OPTIONS,
  TriggerFilterType,
@@ -239,14 +241,15 @@ describe('WorkflowEditDialogComponent', () => {
      SCHEDULE_DATE_FIELD_OPTIONS
    )
-    // Email disabled
+    // Email, remote OCR and AI all disabled
    jest.spyOn(settingsService, 'get').mockReturnValue(false)
    component.ngOnInit()
    expect(component.actionTypeOptions).toEqual(
      WORKFLOW_ACTION_OPTIONS.filter(
        (a) =>
          a.id !== WorkflowActionType.Email &&
-          a.id !== WorkflowActionType.RemoteOcr
+          a.id !== WorkflowActionType.RemoteOcr &&
          a.id !== WorkflowActionType.ApplyAiSuggestions
      )
    )
  })
@@ -344,6 +347,125 @@ describe('WorkflowEditDialogComponent', () => {
    )
  })
  it('should offer apply AI suggestions unless every trigger is consumption', () => {
    jest.spyOn(settingsService, 'get').mockReturnValue(true)
    // Consumption runs before the document has been parsed, so there would be
    // no content to make suggestions from
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.Consumption }],
      actions: [],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
      WorkflowActionType.ApplyAiSuggestions
    )
    // A second, usable trigger is enough
    component.object = {
      name: 'Workflow 2',
      order: 0,
      enabled: true,
      triggers: [
        { type: WorkflowTriggerType.Consumption },
        { type: WorkflowTriggerType.DocumentAdded },
      ],
      actions: [],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).toContain(
      WorkflowActionType.ApplyAiSuggestions
    )
  })
  it('should keep apply AI suggestions listed when an action already uses it', () => {
    jest.spyOn(settingsService, 'get').mockReturnValue(true)
    // Otherwise changing the trigger would silently blank the selection
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.Consumption }],
      actions: [{ type: WorkflowActionType.ApplyAiSuggestions }],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).toContain(
      WorkflowActionType.ApplyAiSuggestions
    )
  })
  it('should not offer apply AI suggestions when AI is disabled', () => {
    jest
      .spyOn(settingsService, 'get')
      .mockImplementation((key) => key !== SETTINGS_KEYS.AI_ENABLED)
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
      actions: [],
    } as Workflow
    component.ngOnInit()
    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
      WorkflowActionType.ApplyAiSuggestions
    )
  })
  it('should create form fields for apply AI suggestions options', () => {
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
      actions: [
        {
          type: WorkflowActionType.ApplyAiSuggestions,
          ai_suggestion_fields: [
            AISuggestionField.Title,
            AISuggestionField.Tags,
          ],
          ai_create_missing: true,
          ai_overwrite_existing: true,
        },
      ],
    } as Workflow
    component.ngOnInit()
    const action = component.actionFields.at(0)
    expect(action.get('ai_suggestion_fields').value).toEqual([
      AISuggestionField.Title,
      AISuggestionField.Tags,
    ])
    expect(action.get('ai_create_missing').value).toBeTruthy()
    expect(action.get('ai_overwrite_existing').value).toBeTruthy()
    expect(component.aiSuggestionFieldOptions).toEqual(
      AI_SUGGESTION_FIELD_OPTIONS
    )
  })
  it('should default apply AI suggestions options on a new action', () => {
    component.object = {
      name: 'Workflow 1',
      order: 0,
      enabled: true,
      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
      actions: [],
    } as Workflow
    component.addAction()
    const action = component.actionFields.at(component.actionFields.length - 1)
    expect(action.get('ai_suggestion_fields').value).toEqual([])
    expect(action.get('ai_create_missing').value).toBeFalsy()
    expect(action.get('ai_overwrite_existing').value).toBeFalsy()
  })
  it('should support add and remove triggers and actions', () => {
    component.object = workflow
    component.addTrigger()
@@ -30,6 +30,7 @@ import { StoragePath } from 'src/app/data/storage-path'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { Workflow } from 'src/app/data/workflow'
 import {
  AISuggestionField,
  WorkflowAction,
  WorkflowActionType,
 } from 'src/app/data/workflow-action'
@@ -152,6 +153,37 @@ export const WORKFLOW_ACTION_OPTIONS = [
    id: WorkflowActionType.RemoteOcr,
    name: $localize`Remote OCR`,
  },
  {
    id: WorkflowActionType.ApplyAiSuggestions,
    name: $localize`Apply AI suggestions`,
  },
 ]
 export const AI_SUGGESTION_FIELD_OPTIONS = [
  {
    id: AISuggestionField.Title,
    name: $localize`Title`,
  },
  {
    id: AISuggestionField.Tags,
    name: $localize`Tags`,
  },
  {
    id: AISuggestionField.Correspondent,
    name: $localize`Correspondent`,
  },
  {
    id: AISuggestionField.DocumentType,
    name: $localize`Document type`,
  },
  {
    id: AISuggestionField.StoragePath,
    name: $localize`Storage path`,
  },
  {
    id: AISuggestionField.Created,
    name: $localize`Created date`,
  },
 ]
 export enum TriggerFilterType {
@@ -576,6 +608,24 @@ export class WorkflowEditDialogComponent
      allowed = allowed.filter((a) => a.id !== WorkflowActionType.RemoteOcr)
    }
    // Only available after consumption. Unlike remote OCR this is hidden only
    // once every trigger is consumption, so it stays offered on a workflow
    // that has no triggers yet.
    const aiSuggestionsUsable =
      this.settingsService.get(SETTINGS_KEYS.AI_ENABLED) &&
      (!formWorkflow?.triggers?.length ||
        formWorkflow.triggers.some(
          (trigger) => trigger.type !== WorkflowTriggerType.Consumption
        ) ||
        formWorkflow.actions?.some(
          (action) => action.type === WorkflowActionType.ApplyAiSuggestions
        ))
    if (!aiSuggestionsUsable) {
      allowed = allowed.filter(
        (a) => a.id !== WorkflowActionType.ApplyAiSuggestions
      )
    }
    if (
      this.allowedActionTypes?.length === allowed.length &&
      this.allowedActionTypes.every((a, i) => a.id === allowed[i].id)
@@ -1227,6 +1277,11 @@ export class WorkflowEditDialogComponent
        passwords: new FormControl(
          this.formatPasswords(action.passwords ?? [])
        ),
        ai_suggestion_fields: new FormControl(
          action.ai_suggestion_fields ?? []
        ),
        ai_create_missing: new FormControl(!!action.ai_create_missing),
        ai_overwrite_existing: new FormControl(!!action.ai_overwrite_existing),
      }),
      { emitEvent }
    )
@@ -1316,6 +1371,10 @@ export class WorkflowEditDialogComponent
    return this.actionTypeOptions.find((t) => t.id === type)?.name ?? ''
  }
  get aiSuggestionFieldOptions() {
    return AI_SUGGESTION_FIELD_OPTIONS
  }
  addAction() {
    if (!this.object) {
      this.object = Object.assign({}, this.objectForm.value)
@@ -1369,6 +1428,9 @@ export class WorkflowEditDialogComponent
        include_document: false,
      },
      passwords: [],
      ai_suggestion_fields: [],
      ai_create_missing: false,
      ai_overwrite_existing: false,
    }
    this.object.actions.push(action)
    this.createActionField(action)
@@ -0,0 +1,3 @@
 <svg class="w-100 h-100 d-block" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1000 1000" fill="currentColor" aria-hidden="true">
  <path d="M341,949.1c-6.9-20.3-20.7-61.2-21.9-61-199.6-88.9-182.5-229.8-134.3-347.5,30,137.2,268.8,148.9,146.2,336-.9,2.2,10,27.8,19.5,51.3,22.7-51.9,58.6-115.5,55.8-120.8C178,398.7,724.9,299,807.1,18.5c83,251.5,53.1,659.8-377.4,814.9-2,1.4-63.5,148.6-66.9,150.2-.2-2.1-33.2,2.9-30.1-8.7,1.6-7,4.8-16.2,8.2-25.6h0v-.2h.1ZM323.1,846.2c48.3-71.9-12.7-120.8-56.9-152.2,81.2,107.4,66.4,120.8,56.9,152.2h0Z"/>
 </svg>
@@ -0,0 +1,14 @@
 import { Component, input } from '@angular/core'
@Component({
  selector: 'pngx-brand-mark',
  templateUrl: './brand-mark.component.html',
  host: {
    '[style.width]': 'width()',
    '[style.height]': 'height()',
  },
 })
 export class BrandMarkComponent {
  readonly width = input<string>(null)
  readonly height = input<string>(null)
 }
@@ -1,10 +1,18 @@
-<ngb-alert class="pe-3" type="primary" [dismissible]="true" (closed)="dismiss.emit(true)">
+<ngb-alert class="welcome-widget bg-light shadow-sm pe-3 position-relative overflow-hidden" type="primary" [dismissible]="true" (closed)="dismiss.emit(true)">
-  <h4 class="alert-heading"><ng-container i18n>Paperless-ngx is running!</ng-container> 🎉</h4>
+  <pngx-brand-mark class="welcome-watermark d-none d-md-block position-absolute top-50 translate-middle-y text-primary pe-none" width="26rem" height="26rem"></pngx-brand-mark>
-  <p i18n>You're ready to start uploading documents! Explore the various features of this web app on your own, or start a quick tour using the button below.</p>
+  <div class="d-flex align-items-start gap-3 gap-md-4 position-relative">
-  <p i18n>More detail on how to use and configure Paperless-ngx is always available in the <a href="https://docs.paperless-ngx.com" target="_blank">documentation</a>.</p>
+    <pngx-brand-mark class="d-none d-sm-block flex-shrink-0 text-primary" width="3rem" height="3rem"></pngx-brand-mark>
-  <hr>
+    <div class="flex-grow-1">
-  <div class="d-flex align-items-end">
+      <h4 class="alert-heading text-primary fw-semibold"><ng-container i18n>Paperless-ngx is running!</ng-container> 🎉</h4>
-    <p class="lead fs-6 m-0"><em i18n>Thanks for being a part of the Paperless-ngx community!</em></p>
+      <div class="welcome-copy text-dark">
-    <button class="btn btn-primary ms-auto flex-shrink-0" (click)="tourService.start()"><ng-container i18n>Start the tour</ng-container> &rarr;</button>
+        <p i18n>You're ready to start uploading documents! Explore the various features of this web app on your own, or start a quick tour using the button below.</p>
        <p class="mb-0" i18n>More detail on how to use and configure Paperless-ngx is always available in the <a href="https://docs.paperless-ngx.com" target="_blank">documentation</a>.</p>
      </div>
      <hr class="opacity-100">
      <div class="d-flex flex-column flex-sm-row align-items-sm-center gap-3">
        <p class="m-0 text-secondary"><em i18n>Thanks for being a part of the Paperless-ngx community!</em></p>
        <button class="btn btn-primary ms-sm-auto flex-shrink-0 align-self-start align-self-sm-auto" (click)="tourService.start()"><ng-container i18n>Start the tour</ng-container> &rarr;</button>
      </div>
    </div>
  </div>
 </ngb-alert>
@@ -0,0 +1,16 @@
 .welcome-widget {
  border-color: color-mix(in srgb, var(--bs-primary) 50%, transparent);
  hr {
    border-top-color: color-mix(in srgb, var(--bs-primary) 25%, transparent);
  }
 }
 .welcome-copy {
  max-width: 68ch;
 }
 .welcome-watermark {
  right: -6rem;
  opacity: .07;
 }
@@ -1,12 +1,13 @@
 import { Component, EventEmitter, Output, inject } from '@angular/core'
 import { NgbAlertModule } from '@ng-bootstrap/ng-bootstrap'
 import { TourService } from 'ngx-ui-tour-ng-bootstrap'
 import { BrandMarkComponent } from '../../../common/logo/brand-mark/brand-mark.component'
@Component({
  selector: 'pngx-welcome-widget',
  templateUrl: './welcome-widget.component.html',
  styleUrls: ['./welcome-widget.component.scss'],
-  imports: [NgbAlertModule],
+  imports: [NgbAlertModule, BrandMarkComponent],
 })
 export class WelcomeWidgetComponent {
  readonly tourService = inject(TourService)
@@ -8,6 +8,17 @@ export enum WorkflowActionType {
  PasswordRemoval = 5,
  MoveToTrash = 6,
  RemoteOcr = 7,
  ApplyAiSuggestions = 8,
 }
 // see src/documents/models.py AISuggestionField
 export enum AISuggestionField {
  Title = 'title',
  Tags = 'tags',
  Correspondent = 'correspondent',
  DocumentType = 'document_type',
  StoragePath = 'storage_path',
  Created = 'created',
 }
 export interface WorkflowActionEmail extends ObjectWithId {
@@ -102,4 +113,10 @@ export interface WorkflowAction extends ObjectWithId {
  webhook?: WorkflowActionWebhook
  passwords?: string[]
  ai_suggestion_fields?: AISuggestionField[]
  ai_create_missing?: boolean
  ai_overwrite_existing?: boolean
 }
@@ -15,6 +15,35 @@ describe('text search utilities', () => {
    expect(matchesSearchText('taxes 2026', 'tax receipt')).toBeFalsy()
  })
  it('does not let two terms match the same word', () => {
    expect(matchesSearchText('Another Tag', 'another tag th')).toBeFalsy()
    expect(matchesSearchText('Another Tag', 'another tag ag')).toBeFalsy()
    expect(matchesSearchText('Another Tag', 'another tag e')).toBeFalsy()
    expect(matchesSearchText('Another Tag', 'another tag')).toBeTruthy()
    expect(matchesSearchText('Another Tag', 'tag another')).toBeTruthy()
  })
  it('matches a single term anywhere in the value', () => {
    expect(matchesSearchText('Another Tag', 'anoth')).toBeTruthy()
    expect(matchesSearchText('Another Tag', 'th')).toBeTruthy()
  })
  it('treats punctuation as a separator on both sides', () => {
    expect(matchesSearchText('medical-history', 'medical history')).toBeTruthy()
    expect(matchesSearchText('medical history', 'medical-history')).toBeTruthy()
    expect(matchesSearchText('medical-history', 'medical dental')).toBeFalsy()
  })
  it('matches longer terms first so they cannot be starved', () => {
    expect(matchesSearchText('tagger tag', 'tag tagger')).toBeTruthy()
  })
  it('handles a query with no usable terms', () => {
    expect(matchesSearchText('Another Tag', '')).toBeTruthy()
    // Still filters, so the dropdown can offer to create a tag named "---"
    expect(matchesSearchText('Another Tag', '---')).toBeFalsy()
  })
  it('matches a large set of tag names without blocking input', () => {
    const tagNames = Array.from(
      { length: 1280 },
@@ -3,13 +3,18 @@ import { diacritics } from 'normalize-diacritics/diacritics'
 export type SearchTextValue =
  string | number | boolean | bigint | null | undefined
 const NON_ASCII = /[^\x00-\x7F]/
 const SEPARATORS = /[^\p{L}\p{N}]+/u
 export function normalizeSearchText(value: SearchTextValue): string {
-  const normalized = diacritics.reduce(
+  const text = String(value ?? '')
-    (text, replacement) => {
+
-      return text.replace(replacement.diacritics, replacement.letter)
+  // Nothing in the table matches ASCII, so skip normaliation
-    },
+  if (!NON_ASCII.test(text)) return text.toLocaleLowerCase()
-    String(value ?? '')
+
-  )
+  const normalized = diacritics.reduce((text, replacement) => {
    return text.replace(replacement.diacritics, replacement.letter)
  }, text)
  return normalized.toLocaleLowerCase()
 }
@@ -18,8 +23,28 @@ export function matchesSearchText(
  value: SearchTextValue,
  searchText: SearchTextValue
 ): boolean {
-  const normalizedValue = normalizeSearchText(value)
+  const query = normalizeSearchText(searchText)
-  const searchTerms = normalizeSearchText(searchText).trim().split(/\s+/)
+  const terms = query.split(SEPARATORS).filter(Boolean)
-  return searchTerms.every((term) => normalizedValue.includes(term))
+  // Empty or punctuation-only query, nothing to split into terms
  if (terms.length === 0) {
    return normalizeSearchText(value).includes(query.trim())
  }
  const words = normalizeSearchText(value).split(SEPARATORS).filter(Boolean)
  const claimed = new Array<boolean>(words.length).fill(false)
  // Each term takes a word of its own, longest first, so that "another tag th"
  // doesn't match "Another Tag" by finding the "th" inside "another"
  return terms
    .sort((a, b) => b.length - a.length)
    .every((term) => {
      for (let i = 0; i < words.length; i++) {
        if (!claimed[i] && words[i].includes(term)) {
          claimed[i] = true
          return true
        }
      }
      return false
    })
 }
@@ -0,0 +1,84 @@
 # Generated by Django 5.2.16 on 2026-08-10 18:26
 from django.db import migrations
 from django.db import models
 class Migration(migrations.Migration):
    dependencies = [
        ("documents", "0024_alter_workflowaction_type"),
    ]
    operations = [
        migrations.AddField(
            model_name="workflowaction",
            name="ai_create_missing",
            field=models.BooleanField(
                default=False,
                help_text="Create suggested tags, correspondents, document types and storage paths that do not already exist instead of skipping them.",
                verbose_name="create missing objects",
            ),
        ),
        migrations.AddField(
            model_name="workflowaction",
            name="ai_overwrite_existing",
            field=models.BooleanField(
                default=False,
                help_text="Apply suggestions even if the document already has a value for that field. Tags are always added to, never replaced.",
                verbose_name="overwrite existing values",
            ),
        ),
        migrations.AddField(
            model_name="workflowaction",
            name="ai_suggestion_fields",
            field=models.JSONField(
                blank=True,
                help_text="Which of the AI-suggested fields to apply to the document.",
                null=True,
                verbose_name="AI suggestion fields",
            ),
        ),
        migrations.AlterField(
            model_name="workflowaction",
            name="type",
            field=models.PositiveSmallIntegerField(
                choices=[
                    (1, "Assignment"),
                    (2, "Removal"),
                    (3, "Email"),
                    (4, "Webhook"),
                    (5, "Password removal"),
                    (6, "Move to trash"),
                    (7, "Remote OCR"),
                    (8, "Apply AI suggestions"),
                ],
                default=1,
                verbose_name="Workflow Action Type",
            ),
        ),
        migrations.AlterField(
            model_name="paperlesstask",
            name="task_type",
            field=models.CharField(
                choices=[
                    ("consume_file", "Consume File"),
                    ("train_classifier", "Train Classifier"),
                    ("sanity_check", "Sanity Check"),
                    ("index_optimize", "Index Optimize"),
                    ("mail_fetch", "Mail Fetch"),
                    ("llm_index", "LLM Index"),
                    ("empty_trash", "Empty Trash"),
                    ("check_workflows", "Check Workflows"),
                    ("bulk_update", "Bulk Update"),
                    ("reprocess_document", "Reprocess Document"),
                    ("build_share_link", "Build Share Link"),
                    ("bulk_delete", "Bulk Delete"),
                    ("apply_ai_suggestions", "Apply AI Suggestions"),
                ],
                db_index=True,
                help_text="The kind of work being performed",
                max_length=50,
                verbose_name="Task Type",
            ),
        ),
    ]
@@ -373,7 +373,6 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
        If the queryset already annotated ``effective_content``, that value is used.
        """
        # Here to avoid circular import
        from documents.versioning import LATEST_VERSION_CONTENT_PREFETCH_ATTR
        from documents.versioning import sort_versions_newest_first
        from documents.versioning import versions_newest_first
@@ -383,19 +382,6 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
        if self.root_document_id is not None or self.pk is None:
            return self.content
        latest_version_prefetch = getattr(
            self,
            LATEST_VERSION_CONTENT_PREFETCH_ATTR,
            None,
        )
        if latest_version_prefetch is not None:
            # Empty list means prefetch ran and found no versions — use own content.
            return (
                latest_version_prefetch[0].content
                if latest_version_prefetch
                else self.content
            )
        prefetched_cache = getattr(self, "_prefetched_objects_cache", None)
        prefetched_versions = (
            prefetched_cache.get("versions")
@@ -780,6 +766,7 @@ class PaperlessTask(ModelWithOwner):
        REPROCESS_DOCUMENT = "reprocess_document", _("Reprocess Document")
        BUILD_SHARE_LINK = "build_share_link", _("Build Share Link")
        BULK_DELETE = "bulk_delete", _("Bulk Delete")
        APPLY_AI_SUGGESTIONS = "apply_ai_suggestions", _("Apply AI Suggestions")
    COMPLETE_STATUSES = (
        Status.SUCCESS,
@@ -1688,6 +1675,18 @@ class WorkflowAction(models.Model):
            7,
            _("Remote OCR"),
        )
        APPLY_AI_SUGGESTIONS = (
            8,
            _("Apply AI suggestions"),
        )
    class AISuggestionField(models.TextChoices):
        TITLE = ("title", _("Title"))
        TAGS = ("tags", _("Tags"))
        CORRESPONDENT = ("correspondent", _("Correspondent"))
        DOCUMENT_TYPE = ("document_type", _("Document type"))
        STORAGE_PATH = ("storage_path", _("Storage path"))
        CREATED = ("created", _("Created date"))
    type = models.PositiveSmallIntegerField(
        _("Workflow Action Type"),
@@ -1926,6 +1925,33 @@ class WorkflowAction(models.Model):
        ),
    )
    ai_suggestion_fields = models.JSONField(
        _("AI suggestion fields"),
        null=True,
        blank=True,
        help_text=_(
            "Which of the AI-suggested fields to apply to the document.",
        ),
    )
    ai_create_missing = models.BooleanField(
        _("create missing objects"),
        default=False,
        help_text=_(
            "Create suggested tags, correspondents, document types and storage "
            "paths that do not already exist instead of skipping them.",
        ),
    )
    ai_overwrite_existing = models.BooleanField(
        _("overwrite existing values"),
        default=False,
        help_text=_(
            "Apply suggestions even if the document already has a value for that "
            "field. Tags are always added to, never replaced.",
        ),
    )
    class Meta:
        verbose_name = _("workflow action")
        verbose_name_plural = _("workflow actions")
@@ -88,7 +88,6 @@ from documents.templating.utils import convert_format_str_to_template_format
 from documents.templating.workflows import validate_workflow_template
 from documents.validators import uri_validator
 from documents.validators import url_validator
 from documents.versioning import has_prefetched_effective_content
 from documents.versioning import sort_versions_newest_first
 if TYPE_CHECKING:
@@ -1147,14 +1146,8 @@ class DocumentSerializer(
    def to_representation(self, instance):
        doc = super().to_representation(instance)
-        if "content" in self.fields and has_prefetched_effective_content(instance):
+        if "content" in self.fields and hasattr(instance, "effective_content"):
-            # Only resolve version-aware content when it's cheap: an SQL
+            doc["content"] = getattr(instance, "effective_content") or ""
            # annotation or a versions prefetch is already on the instance.
            # A caller that set up neither (e.g. TrashView, GlobalSearchView,
            # which build their own querysets) gets the document's own,
            # unresolved content instead of paying for an extra per-instance
            # query -- same as before effective_content resolution existed.
            doc["content"] = instance.get_effective_content() or ""
        if self.truncate_content and "content" in self.fields:
            doc["content"] = doc.get("content")[0:550]
        return doc
@@ -3242,6 +3235,9 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
            "email",
            "webhook",
            "passwords",
            "ai_suggestion_fields",
            "ai_create_missing",
            "ai_overwrite_existing",
        ]
    def validate(self, attrs):
@@ -3299,6 +3295,23 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
                    "Passwords are required for password removal actions",
                )
        if (
            "type" in attrs
            and attrs["type"] == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
        ):
            fields = attrs.get("ai_suggestion_fields")
            valid_fields = set(WorkflowAction.AISuggestionField.values)
            if (
                fields is None
                or not isinstance(fields, list)
                or len(fields) == 0
                or any(field not in valid_fields for field in fields)
            ):
                raise serializers.ValidationError(
                    "At least one valid field is required for apply AI "
                    f"suggestions actions, options are: {sorted(valid_fields)}",
                )
        return attrs
@@ -3327,24 +3340,43 @@ class WorkflowSerializer(serializers.ModelSerializer[Workflow]):
                action.get("type") == WorkflowAction.WorkflowActionType.REMOTE_OCR
                for action in attrs["actions"]
            )
            has_ai_suggestions_action = any(
                action.get("type")
                == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
                for action in attrs["actions"]
            )
        else:
            has_remote_ocr_action = self.instance is not None and (
                self.instance.actions.filter(
                    type=WorkflowAction.WorkflowActionType.REMOTE_OCR,
                ).exists()
            )
            has_ai_suggestions_action = self.instance is not None and (
                self.instance.actions.filter(
                    type=WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
                ).exists()
            )
        if "triggers" in attrs:
            has_consumption_trigger = any(
                trigger.get("type") == WorkflowTrigger.WorkflowTriggerType.CONSUMPTION
                for trigger in attrs["triggers"]
            )
            has_non_consumption_trigger = any(
                trigger.get("type") != WorkflowTrigger.WorkflowTriggerType.CONSUMPTION
                for trigger in attrs["triggers"]
            )
        else:
            has_consumption_trigger = self.instance is not None and (
                self.instance.triggers.filter(
                    type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
                ).exists()
            )
            has_non_consumption_trigger = self.instance is not None and (
                self.instance.triggers.exclude(
                    type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
                ).exists()
            )
        # Remote OCR can only work with consumption triggers
        if has_remote_ocr_action and not has_consumption_trigger:
@@ -3352,6 +3384,14 @@ class WorkflowSerializer(serializers.ModelSerializer[Workflow]):
                "Remote OCR actions require a consumption started trigger",
            )
        # Suggestions are made from the document content, which does not exist
        # until after consumption has finished
        if has_ai_suggestions_action and not has_non_consumption_trigger:
            raise serializers.ValidationError(
                "Apply AI suggestions actions require a trigger other than "
                "consumption started",
            )
        return attrs
    def update_triggers_and_actions(
@@ -984,6 +984,28 @@ def run_workflows(
                            "triggers, ignoring",
                            extra={"group": logging_group},
                        )
                elif (
                    action.type
                    == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
                ):
                    if use_overrides:
                        # The document has not been parsed yet, so there is no
                        # content for the LLM to make suggestions from
                        logger.debug(
                            "Apply AI suggestions action does not apply to "
                            "consumption triggers, ignoring",
                            extra={"group": logging_group},
                        )
                    else:
                        # Queued rather than run sync
                        from documents.tasks import apply_ai_suggestions
                        # kwargs so the PaperlessTask record can note the
                        # document, see _extract_input_data
                        apply_ai_suggestions.delay(
                            action_id=action.pk,
                            document_id=document.pk,
                        )
            if not use_overrides:
                # limit title to 128 characters
@@ -1039,6 +1061,7 @@ TRACKED_TASKS: dict[str, PaperlessTask.TaskType] = {
    "documents.tasks.update_document_content_maybe_archive_file": PaperlessTask.TaskType.REPROCESS_DOCUMENT,
    "documents.tasks.build_share_link_bundle": PaperlessTask.TaskType.BUILD_SHARE_LINK,
    "documents.bulk_edit.delete": PaperlessTask.TaskType.BULK_DELETE,
    "documents.tasks.apply_ai_suggestions": PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS,
 }
 _CELERY_STATE_TO_STATUS: dict[str, PaperlessTask.Status] = {
@@ -1092,6 +1115,12 @@ def _extract_input_data(
            return {"account_ids": account_ids}
        return {}
    if task_type == PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS:
        document_id = task_kwargs.get("document_id")
        if document_id is not None:
            return {"document_id": document_id}
        return {}
    return {}
@@ -71,6 +71,7 @@ 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
 from paperless_ai.exceptions import LLMTimeoutError
 from paperless_ai.indexing import llm_index_add_or_update_document
 from paperless_ai.indexing import llm_index_remove_document
 from paperless_ai.indexing import update_llm_index
@@ -714,6 +715,45 @@ def llmindex_index(
    )
@shared_task(
    bind=True,
    autoretry_for=(LLMTimeoutError,),
    max_retries=3,
    retry_backoff=60,
    retry_backoff_max=600,
    retry_jitter=True,
 )
 def apply_ai_suggestions(self, action_id: int, document_id: int) -> None:
    """
    Deferred "apply AI suggestions" workflow action.
    """
    from documents.models import WorkflowAction
    from documents.workflows.ai import apply_ai_suggestions_to_document
    try:
        action = WorkflowAction.objects.get(pk=action_id)
        document = Document.objects.select_related("owner").get(pk=document_id)
    except (WorkflowAction.DoesNotExist, Document.DoesNotExist):
        logger.warning(
            "Workflow action %s or document %s no longer exists, "
            "not applying AI suggestions",
            action_id,
            document_id,
        )
        return
    if not apply_ai_suggestions_to_document(action, document):
        return
    # No document_updated signal to avoid loop
    clear_document_caches(document.pk)
    index_document.delay(document.pk)
    ai_config = AIConfig()
    if ai_config.llm_index_enabled:
        update_document_in_llm_index.apply_async(kwargs={"document": document})
@shared_task
 def update_document_in_llm_index(document) -> None:
    llm_index_add_or_update_document(document)
@@ -11,6 +11,7 @@ from django.contrib.auth.models import User
 from django.contrib.contenttypes.models import ContentType
 from django.core.exceptions import FieldError
 from django.core.files.uploadedfile import SimpleUploadedFile
 from django.test import TestCase as DjangoTestCase
 from django.utils import timezone
 from rest_framework import status
 from rest_framework.test import APITestCase
@@ -21,6 +22,7 @@ from documents.filters import TitleContentFilter
 from documents.models import Document
 from documents.tests.utils import DirectoriesMixin
 from documents.tests.utils import read_streaming_response
 from documents.views import DocumentSelectionMixin
 if TYPE_CHECKING:
    from pathlib import Path
@@ -923,3 +925,36 @@ class TestVersionAwareFilters(TestCase):
        self.assertIs(result, queryset)
        queryset.filter.assert_not_called()
 class TestBulkSelectionExcludesVersions(DjangoTestCase):
    def test_select_all_matching_does_not_select_version_documents(self) -> None:
        """
        "Select all matching" reconstructs the document list, which never
        contains version documents as rows of their own.
        """
        user = User.objects.create_superuser(username="bulk_versions")
        root = Document.objects.create(
            title="shared-title root",
            checksum="bulk-root",
            mime_type="application/pdf",
            content="root",
        )
        Document.objects.create(
            title="shared-title version",
            checksum="bulk-version",
            mime_type="application/pdf",
            root_document=root,
            version_index=1,
            content="version",
        )
        selected = DocumentSelectionMixin()._resolve_document_ids(
            user=user,
            validated_data={
                "all": True,
                "filters": {"title__icontains": "shared-title"},
            },
        )
        self.assertEqual(selected, [root.id])
@@ -641,6 +641,145 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
        self.assertEqual(self.workflow.triggers.get(), self.trigger)
    def _post_ai_suggestions_workflow(self, *, trigger_types, action: dict):
        def trigger(trigger_type):
            # consumption triggers require a filter of their own
            if trigger_type == WorkflowTrigger.WorkflowTriggerType.CONSUMPTION:
                return {"type": trigger_type, "filter_filename": "*.pdf"}
            return {"type": trigger_type}
        return self.client.post(
            self.ENDPOINT,
            json.dumps(
                {
                    "name": "Apply AI suggestions",
                    "order": 1,
                    "triggers": [trigger(t) for t in trigger_types],
                    "actions": [
                        {
                            "type": WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
                            **action,
                        },
                    ],
                },
            ),
            content_type="application/json",
        )
    def test_api_create_apply_ai_suggestions_action(self) -> None:
        """
        GIVEN:
            - API request to create a workflow with an apply AI suggestions
              action and a valid set of fields
        WHEN:
            - API is called
        THEN:
            - The workflow is created with the chosen options
        """
        response = self._post_ai_suggestions_workflow(
            trigger_types=[WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED],
            action={
                "ai_suggestion_fields": ["title", "tags", "correspondent"],
                "ai_create_missing": True,
                "ai_overwrite_existing": True,
            },
        )
        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
        action = Workflow.objects.get(name="Apply AI suggestions").actions.first()
        self.assertEqual(
            action.ai_suggestion_fields,
            ["title", "tags", "correspondent"],
        )
        self.assertTrue(action.ai_create_missing)
        self.assertTrue(action.ai_overwrite_existing)
    def test_api_create_apply_ai_suggestions_action_requires_fields(self) -> None:
        """
        GIVEN:
            - API request to create an apply AI suggestions action with no
              fields selected, which could never do anything
        WHEN:
            - API is called
        THEN:
            - Correct HTTP 400 response
            - No objects are created
        """
        existing_count = Workflow.objects.count()
        response = self._post_ai_suggestions_workflow(
            trigger_types=[WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED],
            action={"ai_suggestion_fields": []},
        )
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
        self.assertEqual(Workflow.objects.count(), existing_count)
    def test_api_create_apply_ai_suggestions_action_rejects_unknown_field(
        self,
    ) -> None:
        """
        GIVEN:
            - API request to create an apply AI suggestions action naming a
              field that does not exist
        WHEN:
            - API is called
        THEN:
            - Correct HTTP 400 response
        """
        response = self._post_ai_suggestions_workflow(
            trigger_types=[WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED],
            action={"ai_suggestion_fields": ["title", "not_a_field"]},
        )
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
    def test_api_create_apply_ai_suggestions_action_rejects_consumption_only(
        self,
    ) -> None:
        """
        GIVEN:
            - API request to create an apply AI suggestions action whose only
              trigger is consumption started, so there is no document content
              to make suggestions from yet
        WHEN:
            - API is called
        THEN:
            - Correct HTTP 400 response
            - No objects are created
        """
        existing_count = Workflow.objects.count()
        response = self._post_ai_suggestions_workflow(
            trigger_types=[WorkflowTrigger.WorkflowTriggerType.CONSUMPTION],
            action={"ai_suggestion_fields": ["title"]},
        )
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
        self.assertEqual(Workflow.objects.count(), existing_count)
    def test_api_create_apply_ai_suggestions_action_allows_extra_consumption_trigger(
        self,
    ) -> None:
        """
        GIVEN:
            - API request to create an apply AI suggestions action with a
              consumption trigger alongside a usable one
        WHEN:
            - API is called
        THEN:
            - The workflow is created, the action applies to the other trigger
        """
        response = self._post_ai_suggestions_workflow(
            trigger_types=[
                WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
                WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
            ],
            action={"ai_suggestion_fields": ["title"]},
        )
        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
    def test_api_create_workflow_trigger_action_empty_fields(self) -> None:
        """
        GIVEN:
@@ -1,239 +0,0 @@
 from __future__ import annotations
 from types import SimpleNamespace
 from typing import TYPE_CHECKING
 import pytest
 from django.db import connection
 from django.test.utils import CaptureQueriesContext
 from rest_framework import status
 from documents.models import Document
 from documents.tests.factories import DocumentFactory
 from documents.versioning import LATEST_VERSION_CONTENT_PREFETCH_ATTR
 from documents.versioning import has_prefetched_effective_content
 from documents.versioning import latest_version_content_prefetch
 from documents.views import DocumentViewSet
 if TYPE_CHECKING:
    from rest_framework.test import APIClient
 class TestNeedsEffectiveContentAnnotation:
    """
    DocumentViewSet._needs_effective_content_annotation() decides whether
    the effective_content correlated subquery is worth attaching to the
    queryset at all -- see TestDocumentListEffectiveContentAnnotation below
    for why. This only checks that decision's own logic (a plain query-param
    membership test), not that Django/DRF's filtering machinery works.
    """
    @pytest.mark.parametrize(
        ("params", "expected"),
        [
            ({}, False),
            ({"ordering": "-added"}, False),
            ({"tags__id__in": "1,2"}, False),
            ({"search": ""}, False),
            ({"search": "   "}, False),
            ({"content__icontains": ""}, False),
            ({"search": "foo"}, True),
            ({"title_content": "foo"}, True),
            ({"content__istartswith": "foo"}, True),
            ({"content__iendswith": "foo"}, True),
            ({"content__icontains": "foo"}, True),
            ({"content__iexact": "foo"}, True),
        ],
    )
    def test_detects_content_filter_params(
        self,
        params: dict[str, str],
        expected: bool,  # noqa: FBT001
    ) -> None:
        # GIVEN a view bound to a request carrying the given query params
        view = DocumentViewSet()
        view.request = SimpleNamespace(query_params=params)
        # WHEN checking whether the effective_content annotation is needed
        # THEN it's needed only for requests that actually filter on it
        assert view._needs_effective_content_annotation() is expected
@pytest.mark.django_db
 class TestDocumentListEffectiveContentAnnotation:
    """
    DocumentViewSet.get_queryset() only attaches the effective_content
    correlated subquery when a request actually filters on it. Attaching it
    unconditionally re-executes it once per candidate row before the page's
    LIMIT is applied -- fine on SQLite/Postgres, but pathological on
    MariaDB's default cardinality estimation for the root_document_id
    self-join once candidate counts get large (see the root_document_id /
    effective_content perf investigation).
    """
    def test_list_without_content_filter_skips_annotation_but_returns_latest_content(
        self,
        admin_client: APIClient,
    ) -> None:
        # GIVEN a root document whose latest version has different content
        root = DocumentFactory(content="old-root-content")
        DocumentFactory(
            root_document=root,
            version_index=1,
            content="new-version-content",
        )
        # WHEN listing documents with no search/content-filter param
        with CaptureQueriesContext(connection) as ctx:
            response = admin_client.get("/api/documents/?fields=id,content")
        # THEN the response still reflects the latest version's content...
        assert response.status_code == status.HTTP_200_OK
        assert response.data["results"] == [
            {"id": root.id, "content": "new-version-content"},
        ]
        # ...without the database ever evaluating effective_content per row
        assert not any(
            "effective_content" in query["sql"] for query in ctx.captured_queries
        )
    def test_latest_version_content_prefetch_carries_only_the_newest_version(
        self,
    ) -> None:
        # GIVEN a root document with two versions
        root = DocumentFactory(content="root-content")
        DocumentFactory(
            root_document=root,
            version_index=1,
            content="older-version-content",
        )
        DocumentFactory(
            root_document=root,
            version_index=2,
            content="newest-version-content",
        )
        # WHEN fetching the root through latest_version_content_prefetch()
        fetched_root = (
            Document.objects.filter(pk=root.pk)
            .prefetch_related(
                latest_version_content_prefetch(),
            )
            .get()
        )
        # THEN the prefetch carries only the single newest version, not
        # every historical version's content (the whole point of not
        # reusing the metadata-only "versions" prefetch for this)
        latest = getattr(fetched_root, LATEST_VERSION_CONTENT_PREFETCH_ATTR)
        assert [v.content for v in latest] == ["newest-version-content"]
 class TestHasPrefetchedEffectiveContent:
    """
    DocumentSerializer.to_representation() only calls get_effective_content()
    when has_prefetched_effective_content() says it's cheap -- otherwise a
    caller that never set up an annotation or prefetch (TrashView,
    GlobalSearchView, which build their own querysets and don't display
    content at all) would pay for a per-instance query nobody asked for.
    """
    def test_false_with_no_annotation_or_prefetch(self) -> None:
        document = Document()
        assert has_prefetched_effective_content(document) is False
    def test_true_with_effective_content_annotation(self) -> None:
        document = Document()
        document.effective_content = "resolved"
        assert has_prefetched_effective_content(document) is True
    def test_true_with_lean_prefetch_attr_even_when_empty(self) -> None:
        document = Document()
        setattr(document, LATEST_VERSION_CONTENT_PREFETCH_ATTR, [])
        assert has_prefetched_effective_content(document) is True
    def test_true_with_metadata_versions_prefetch_cache(self) -> None:
        document = Document()
        document._prefetched_objects_cache = {"versions": []}
        assert has_prefetched_effective_content(document) is True
 def _get_effective_content_fallback_queries(
    ctx: CaptureQueriesContext,
 ) -> list[dict[str, str]]:
    """
    Document.get_effective_content()'s per-instance fallback (no annotation,
    no prefetch) is a `.values_list("content", flat=True).first()` query --
    a SELECT of just the content column. Distinct from get_versions()'s own,
    unrelated per-instance metadata query (id/checksum/added/etc, no
    content) run to build the "versions" response field, which isn't part
    of what this test file covers.
    """
    return [
        q
        for q in ctx.captured_queries
        if q["sql"].startswith('SELECT "documents_document"."content" FROM')
    ]
@pytest.mark.django_db
 class TestTrashAndGlobalSearchDoNotResolveEffectiveContent:
    """
    TrashView and GlobalSearchView serialize Document instances with
    DocumentSerializer too, but build their querysets independently of
    DocumentViewSet.get_queryset() -- and neither actually displays
    document content. They should keep showing the document's own,
    unresolved content with no extra query, exactly as before
    effective_content resolution existed.
    """
    def test_trash_list_shows_unresolved_content_with_no_extra_query(
        self,
        admin_client: APIClient,
    ) -> None:
        # GIVEN a trashed root document whose own content differs from what
        # a (also trashed, since deletion cascades) version would have had
        root = DocumentFactory(content="own-content")
        DocumentFactory(
            root_document=root,
            version_index=1,
            content="version-content",
        )
        root.delete()
        # WHEN listing trash
        with CaptureQueriesContext(connection) as ctx:
            response = admin_client.get("/api/trash/")
        # THEN the response shows the document's own content...
        assert response.status_code == status.HTTP_200_OK
        [result] = [r for r in response.data["results"] if r["id"] == root.id]
        assert result["content"] == "own-content"
        # ...without ever querying for versions to resolve it
        assert _get_effective_content_fallback_queries(ctx) == []
    def test_global_search_db_only_shows_unresolved_content_with_no_extra_query(
        self,
        admin_client: APIClient,
    ) -> None:
        # GIVEN a root document, findable by title, whose own content
        # differs from its latest version's
        root = DocumentFactory(title="findme", content="own-content")
        DocumentFactory(
            root_document=root,
            version_index=1,
            content="version-content",
        )
        # WHEN using the global search endpoint's db_only mode
        with CaptureQueriesContext(connection) as ctx:
            response = admin_client.get(
                "/api/search/?query=findme&db_only=true",
            )
        # THEN the response shows the document's own content...
        assert response.status_code == status.HTTP_200_OK
        [result] = [d for d in response.data["documents"] if d["id"] == root.id]
        assert result["content"] == "own-content"
        # ...without ever querying for versions to resolve it
        assert _get_effective_content_fallback_queries(ctx) == []
@@ -385,6 +385,25 @@ class TestTaskFailureHandler:
        task_failure_handler(task_id=None, exception=ValueError("x"), traceback=None)
@pytest.mark.django_db
 class TestApplyAiSuggestionsTracking:
    def test_records_the_document_it_is_for(self) -> None:
        """
        The action queues one task per document, so the tracked record notes
        which document it is for -- otherwise a bulk run is an indistinguishable
        wall of identical entries in the tasks list.
        """
        task_id = send_publish(
            "documents.tasks.apply_ai_suggestions",
            (),
            {"action_id": 1, "document_id": 42},
        )
        task = PaperlessTask.objects.get(task_id=task_id)
        assert task.task_type == PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS
        assert task.input_data == {"document_id": 42}
@pytest.mark.django_db
 class TestTaskRevokedHandler:
    def test_marks_task_revoked(self, mocker: pytest_mock.MockerFixture) -> None:
@@ -14,6 +14,7 @@ from documents.models import Correspondent
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import Tag
 from documents.models import WorkflowAction
 from documents.sanity_checker import SanityCheckFailedException
 from documents.sanity_checker import SanityCheckMessages
 from documents.tests.test_classifier import dummy_preprocess
@@ -447,3 +448,110 @@ class TestAIIndex(DirectoriesMixin, TestCase):
                rebuild=False,
                document_ids=doc_ids,
            )
 class TestApplyAISuggestionsTask(DirectoriesMixin, TestCase):
    def setUp(self) -> None:
        super().setUp()
        self.doc = Document.objects.create(
            title="doc",
            content="content",
            checksum="apply-ai-suggestions",
        )
        self.action = WorkflowAction.objects.create(
            type=WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
            ai_suggestion_fields=[WorkflowAction.AISuggestionField.TITLE],
        )
    def test_reindexes_without_sending_document_updated(self) -> None:
        """
        GIVEN:
            - An apply AI suggestions action that changes the document
        WHEN:
            - The task runs
        THEN:
            - The search index and caches are refreshed directly, deliberately
              not via the document_updated signal: that re-runs updated
              workflows, which for this action means queueing another LLM
              query for a document it just changed, forever
        """
        with (
            mock.patch(
                "documents.workflows.ai.apply_ai_suggestions_to_document",
                return_value=["title"],
            ),
            mock.patch("documents.tasks.index_document") as index_document,
            mock.patch("documents.tasks.clear_document_caches") as clear_caches,
            mock.patch("documents.tasks.document_updated") as document_updated,
        ):
            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk)
        index_document.delay.assert_called_once_with(self.doc.pk)
        clear_caches.assert_called_once_with(self.doc.pk)
        document_updated.send.assert_not_called()
    def test_no_changes_skips_reindex(self) -> None:
        """
        GIVEN:
            - An apply AI suggestions action that changes nothing
        WHEN:
            - The task runs
        THEN:
            - No reindexing work is queued
        """
        with (
            mock.patch(
                "documents.workflows.ai.apply_ai_suggestions_to_document",
                return_value=[],
            ),
            mock.patch("documents.tasks.index_document") as index_document,
        ):
            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk)
        index_document.delay.assert_not_called()
    @override_settings(AI_ENABLED=True, LLM_EMBEDDING_BACKEND="huggingface")
    def test_updates_llm_index_when_enabled(self) -> None:
        """
        GIVEN:
            - An apply AI suggestions action that changes the document
            - The LLM index is enabled
        WHEN:
            - The task runs
        THEN:
            - The document is updated in the LLM index too
        """
        with (
            mock.patch(
                "documents.workflows.ai.apply_ai_suggestions_to_document",
                return_value=["title"],
            ),
            mock.patch("documents.tasks.index_document"),
            mock.patch(
                "documents.tasks.update_document_in_llm_index",
            ) as update_in_llm_index,
        ):
            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk)
        update_in_llm_index.apply_async.assert_called_once()
    def test_deleted_document_is_a_noop(self) -> None:
        """
        GIVEN:
            - A document that was deleted between the workflow running and the
              queued task starting
        WHEN:
            - The task runs
        THEN:
            - It logs and exits rather than raising
        """
        with (
            mock.patch(
                "documents.workflows.ai.apply_ai_suggestions_to_document",
            ) as apply_suggestions,
            self.assertLogs("paperless.tasks", level="WARNING") as cm,
        ):
            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk + 1000)
        apply_suggestions.assert_not_called()
        self.assertIn("no longer exists", "".join(cm.output))
@@ -31,7 +31,10 @@ from documents.file_handling import create_source_path_directory
 from documents.file_handling import generate_filename
 from documents.file_handling import generate_unique_filename
 from documents.signals.handlers import run_workflows
 from documents.workflows.ai import apply_ai_suggestions_to_document
 from documents.workflows.webhooks import send_webhook
 from paperless_ai.base_model import ClassificationSuggestions
 from paperless_ai.exceptions import LLMTimeoutError
 if TYPE_CHECKING:
    from django.db.models import QuerySet
@@ -5488,3 +5491,481 @@ class TestRemoteOCRWorkflowAction(DirectoriesMixin, SampleDirMixin, APITestCase)
            )
        self.assertIn("only applies to consumption triggers", "".join(cm.output))
 SUGGESTIONS: ClassificationSuggestions = {
    "title": "Suggested Title",
    "tags": {
        "existing_ids": [],
        "new_names": ["Existing Tag", "Suggested Tag"],
    },
    "correspondents": {
        "existing_ids": [],
        "new_names": ["Existing Correspondent", "Suggested Correspondent"],
    },
    "document_types": {
        "existing_ids": [],
        "new_names": ["Suggested Document Type"],
    },
    "storage_paths": {
        "existing_ids": [],
        "new_names": ["Suggested Storage Path"],
    },
    "dates": ["2024-03-05"],
 }
 ALL_SUGGESTION_FIELDS = [
    WorkflowAction.AISuggestionField.TITLE,
    WorkflowAction.AISuggestionField.TAGS,
    WorkflowAction.AISuggestionField.CORRESPONDENT,
    WorkflowAction.AISuggestionField.DOCUMENT_TYPE,
    WorkflowAction.AISuggestionField.STORAGE_PATH,
    WorkflowAction.AISuggestionField.CREATED,
 ]
@override_settings(AI_ENABLED=True)
 class TestApplyAISuggestionsWorkflowAction(
    DirectoriesMixin,
    SampleDirMixin,
    APITestCase,
 ):
    def setUp(self) -> None:
        super().setUp()
        self.user = User.objects.create(username="ai-user")
        self.doc = Document.objects.create(
            title="original.pdf",
            content="the document content",
            checksum="ai-suggestions-checksum",
            mime_type="application/pdf",
            created=datetime.date(2020, 1, 1),
            owner=self.user,
        )
    def make_action(self, **kwargs) -> WorkflowAction:
        return WorkflowAction.objects.create(
            type=WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
            ai_suggestion_fields=kwargs.pop(
                "ai_suggestion_fields",
                ALL_SUGGESTION_FIELDS,
            ),
            **kwargs,
        )
    def make_workflow(self, action: WorkflowAction, trigger_type) -> Workflow:
        trigger = WorkflowTrigger.objects.create(type=trigger_type)
        w = Workflow.objects.create(name="Apply AI suggestions", order=0)
        w.triggers.add(trigger)
        w.actions.add(action)
        w.save()
        return w
    def apply(
        self,
        action: WorkflowAction,
        suggestions: ClassificationSuggestions = SUGGESTIONS,
    ) -> list[str]:
        with mock.patch(
            "documents.workflows.ai.get_ai_document_classification",
            return_value=suggestions,
        ):
            changed = apply_ai_suggestions_to_document(action, self.doc)
        self.doc.refresh_from_db()
        return changed
    def test_document_added_trigger_queues_task(self) -> None:
        """
        GIVEN:
            - A document added workflow with an apply AI suggestions action
        WHEN:
            - A matching document is added
        THEN:
            - The work is queued rather than run inline, so a slow LLM query
              cannot stall the rest of the workflow run
        """
        action = self.make_action()
        self.make_workflow(action, WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED)
        with mock.patch("documents.tasks.apply_ai_suggestions.delay") as delay:
            run_workflows(
                WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
                self.doc,
            )
        delay.assert_called_once_with(action_id=action.pk, document_id=self.doc.pk)
    def test_consumption_trigger_is_ignored(self) -> None:
        """
        GIVEN:
            - A workflow with an apply AI suggestions action and a consumption
              trigger alongside a valid one
        WHEN:
            - The consumption trigger fires
        THEN:
            - The action is skipped, since the document has not been parsed
              yet and so has no content to make suggestions from
        """
        action = self.make_action()
        w = self.make_workflow(
            action,
            WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
        )
        w.triggers.add(
            WorkflowTrigger.objects.create(
                type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
            ),
        )
        test_file = shutil.copy(
            self.SAMPLE_DIR / "simple.pdf",
            self.dirs.scratch_dir / "simple.pdf",
        )
        with (
            mock.patch("documents.tasks.apply_ai_suggestions.delay") as delay,
            self.assertLogs("paperless.handlers", level="DEBUG") as cm,
        ):
            run_workflows(
                WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
                ConsumableDocument(
                    source=DocumentSource.ConsumeFolder,
                    original_file=test_file,
                ),
                overrides=DocumentMetadataOverrides(),
            )
        delay.assert_not_called()
        self.assertIn("does not apply to consumption triggers", "".join(cm.output))
    def test_no_selected_fields_does_nothing(self) -> None:
        """
        GIVEN:
            - An action with no suggestion fields selected
        WHEN:
            - The action is applied
        THEN:
            - Nothing is changed and it is logged
        """
        action = self.make_action(ai_suggestion_fields=[])
        with self.assertLogs("paperless.workflows.ai", level="WARNING") as cm:
            changed = self.apply(action)
        self.assertEqual(changed, [])
        self.assertIn("no AI suggestion fields selected", "".join(cm.output))
    @override_settings(AI_ENABLED=False)
    def test_ai_disabled_does_nothing(self) -> None:
        """
        GIVEN:
            - An action on an install where AI has since been disabled
        WHEN:
            - The action is applied
        THEN:
            - Nothing is changed and it is logged
        """
        action = self.make_action()
        with self.assertLogs("paperless.workflows.ai", level="ERROR") as cm:
            changed = self.apply(action)
        self.assertEqual(changed, [])
        self.assertIn("AI is not enabled", "".join(cm.output))
    def test_invalid_configuration_leaves_document_untouched(self) -> None:
        """
        GIVEN:
            - An AI backend that is misconfigured
        WHEN:
            - The action is applied
        THEN:
            - The failure is logged and the document is left alone. It is not
              re-raised, because retrying will not fix a bad configuration
        """
        action = self.make_action()
        with (
            mock.patch(
                "documents.workflows.ai.get_ai_document_classification",
                side_effect=ValueError("nope"),
            ),
            self.assertLogs("paperless.workflows.ai", level="ERROR") as cm,
        ):
            changed = apply_ai_suggestions_to_document(action, self.doc)
        self.assertEqual(changed, [])
        self.doc.refresh_from_db()
        self.assertEqual(self.doc.title, "original.pdf")
        self.assertIn("Invalid AI configuration", "".join(cm.output))
    def test_transient_llm_failure_is_raised_for_retry(self) -> None:
        """
        GIVEN:
            - An LLM backend that times out, or rate limits the request
        WHEN:
            - The action is applied
        THEN:
            - The error propagates so the queued task can back off and retry,
              rather than silently dropping this document's suggestions
        """
        action = self.make_action()
        with (
            mock.patch(
                "documents.workflows.ai.get_ai_document_classification",
                side_effect=LLMTimeoutError(),
            ),
            self.assertRaises(LLMTimeoutError),
        ):
            apply_ai_suggestions_to_document(action, self.doc)
        self.doc.refresh_from_db()
        self.assertEqual(self.doc.title, "original.pdf")
    def test_only_matching_objects_are_applied(self) -> None:
        """
        GIVEN:
            - An action without create missing, and only some of the suggested
              objects existing
        WHEN:
            - The action is applied
        THEN:
            - Only the existing objects are assigned, unmatched suggestions are
              dropped rather than creating anything
        """
        tag = Tag.objects.create(name="Existing Tag", owner=self.user)
        correspondent = Correspondent.objects.create(
            name="Existing Correspondent",
            owner=self.user,
        )
        action = self.make_action(ai_overwrite_existing=True)
        changed = self.apply(action)
        self.assertEqual(self.doc.correspondent, correspondent)
        self.assertEqual(list(self.doc.tags.all()), [tag])
        # Nothing matched for these and create missing is off
        self.assertIsNone(self.doc.document_type)
        self.assertIsNone(self.doc.storage_path)
        self.assertNotIn("document_type", changed)
        self.assertEqual(Tag.objects.count(), 1)
        self.assertEqual(Correspondent.objects.count(), 1)
    def test_existing_id_suggestions_are_applied(self) -> None:
        """
        GIVEN:
            - AI suggestions that select existing taxonomy candidates by ID
        WHEN:
            - The suggestions are applied
        THEN:
            - Each selected object is assigned to the document
        """
        tag = Tag.objects.create(name="Existing Tag", owner=self.user)
        correspondent = Correspondent.objects.create(
            name="Existing Correspondent",
            owner=self.user,
        )
        document_type = DocumentType.objects.create(
            name="Existing Document Type",
            owner=self.user,
        )
        storage_path = StoragePath.objects.create(
            name="Existing Storage Path",
            path="{{ title }}",
            owner=self.user,
        )
        action = self.make_action(ai_overwrite_existing=True)
        suggestions: ClassificationSuggestions = {
            **SUGGESTIONS,
            "tags": {"existing_ids": [tag.pk], "new_names": []},
            "correspondents": {
                "existing_ids": [correspondent.pk],
                "new_names": [],
            },
            "document_types": {
                "existing_ids": [document_type.pk],
                "new_names": [],
            },
            "storage_paths": {
                "existing_ids": [storage_path.pk],
                "new_names": [],
            },
        }
        changed = self.apply(action, suggestions)
        self.assertEqual(list(self.doc.tags.all()), [tag])
        self.assertEqual(self.doc.correspondent, correspondent)
        self.assertEqual(self.doc.document_type, document_type)
        self.assertEqual(self.doc.storage_path, storage_path)
        self.assertTrue(
            {"tags", "correspondent", "document_type", "storage_path"} <= set(changed),
        )
    def test_create_missing_creates_objects_owned_by_document_owner(self) -> None:
        """
        GIVEN:
            - An action with create missing enabled
        WHEN:
            - The action is applied and suggestions match nothing
        THEN:
            - Tags, correspondents and document types are created, owned by the
              document owner so they stay private to them
            - Storage paths are never created, since a path template cannot be
              inferred from a name
        """
        action = self.make_action(
            ai_create_missing=True,
            ai_overwrite_existing=True,
        )
        changed = self.apply(action)
        self.assertEqual(
            sorted(t.name for t in self.doc.tags.all()),
            ["Existing Tag", "Suggested Tag"],
        )
        self.assertEqual(self.doc.correspondent.name, "Existing Correspondent")
        self.assertEqual(self.doc.correspondent.owner, self.user)
        self.assertEqual(self.doc.document_type.name, "Suggested Document Type")
        self.assertEqual(self.doc.document_type.owner, self.user)
        self.assertIsNone(self.doc.storage_path)
        self.assertFalse(StoragePath.objects.exists())
        self.assertNotIn("storage_path", changed)
    def test_overwrite_disabled_keeps_existing_values(self) -> None:
        """
        GIVEN:
            - An action without overwrite existing
            - A document that already has a title, created date and
              correspondent
        WHEN:
            - The action is applied
        THEN:
            - The existing values are kept, only the empty document type is
              filled in
        """
        existing = Correspondent.objects.create(name="Mine", owner=self.user)
        self.doc.correspondent = existing
        self.doc.save()
        action = self.make_action(ai_create_missing=True)
        changed = self.apply(action)
        self.assertEqual(self.doc.title, "original.pdf")
        self.assertEqual(self.doc.created, datetime.date(2020, 1, 1))
        self.assertEqual(self.doc.correspondent, existing)
        self.assertEqual(self.doc.document_type.name, "Suggested Document Type")
        self.assertNotIn("title", changed)
        self.assertNotIn("correspondent", changed)
    def test_overwrite_enabled_replaces_existing_values(self) -> None:
        """
        GIVEN:
            - An action with overwrite existing
            - A document that already has a title and created date
        WHEN:
            - The action is applied
        THEN:
            - The suggested values replace them
        """
        action = self.make_action(
            ai_create_missing=True,
            ai_overwrite_existing=True,
        )
        changed = self.apply(action)
        self.assertEqual(self.doc.title, "Suggested Title")
        self.assertEqual(self.doc.created, datetime.date(2024, 3, 5))
        self.assertIn("title", changed)
        self.assertIn("created", changed)
    def test_tags_are_added_not_replaced(self) -> None:
        """
        GIVEN:
            - A document that already has a tag unrelated to the suggestions
        WHEN:
            - The action is applied with overwrite existing enabled
        THEN:
            - The existing tag is kept, since suggested tags are always
              additive regardless of the overwrite setting
        """
        kept = Tag.objects.create(name="Do Not Remove", owner=self.user)
        self.doc.tags.add(kept)
        Tag.objects.create(name="Existing Tag", owner=self.user)
        action = self.make_action(ai_overwrite_existing=True)
        self.apply(action)
        self.assertEqual(
            sorted(t.name for t in self.doc.tags.all()),
            ["Do Not Remove", "Existing Tag"],
        )
    def test_unselected_fields_are_untouched(self) -> None:
        """
        GIVEN:
            - An action that only selects the title
        WHEN:
            - The action is applied
        THEN:
            - Only the title changes, even though the LLM suggested everything
        """
        action = self.make_action(
            ai_suggestion_fields=[WorkflowAction.AISuggestionField.TITLE],
            ai_create_missing=True,
            ai_overwrite_existing=True,
        )
        changed = self.apply(action)
        self.assertEqual(changed, ["title"])
        self.assertEqual(self.doc.title, "Suggested Title")
        self.assertEqual(self.doc.tags.count(), 0)
        self.assertIsNone(self.doc.correspondent)
        self.assertEqual(self.doc.created, datetime.date(2020, 1, 1))
    def test_another_users_private_objects_are_not_matched(self) -> None:
        """
        GIVEN:
            - A suggested tag name that exists, but is owned by someone else
        WHEN:
            - The action is applied
        THEN:
            - It is not assigned, because the document owner cannot see it
        """
        other = User.objects.create(username="someone-else")
        Tag.objects.create(name="Existing Tag", owner=other)
        action = self.make_action(
            ai_suggestion_fields=[WorkflowAction.AISuggestionField.TAGS],
        )
        self.apply(action)
        self.assertEqual(self.doc.tags.count(), 0)
    def test_unparsable_dates_are_skipped(self) -> None:
        """
        GIVEN:
            - Suggested dates that are not all valid
        WHEN:
            - The action is applied
        THEN:
            - The first usable date is applied and the rest ignored
        """
        action = self.make_action(
            ai_suggestion_fields=[WorkflowAction.AISuggestionField.CREATED],
            ai_overwrite_existing=True,
        )
        with mock.patch(
            "documents.workflows.ai.get_ai_document_classification",
            return_value={**SUGGESTIONS, "dates": ["not a date", "2019-07-04"]},
        ):
            changed = apply_ai_suggestions_to_document(action, self.doc)
        self.doc.refresh_from_db()
        self.assertEqual(changed, ["created"])
        self.assertEqual(self.doc.created, datetime.date(2019, 7, 4))
@@ -7,12 +7,9 @@ from typing import Any
 from django.db.models import F
 from django.db.models import OuterRef
 from django.db.models import Prefetch
 from django.db.models import QuerySet
 from django.db.models import Subquery
 from django.db.models import Window
 from django.db.models.functions import Coalesce
 from django.db.models.functions import RowNumber
 from documents.models import Document
@@ -46,68 +43,6 @@ def annotate_effective_content(documents: QuerySet[Document]) -> QuerySet[Docume
    )
 LATEST_VERSION_CONTENT_PREFETCH_ATTR = "_latest_version_content_prefetch"
 def latest_version_content_prefetch() -> Prefetch:
    """
    A Prefetch for Document.versions scoped to just the newest version's
    content, for get_effective_content()'s fallback when no SQL annotation
    is present.
    Deliberately not merged into a metadata-only "versions" prefetch (the one
    used for the serialized versions list): that one fetches every historical
    version of every document, and pulling full OCR content for versions
    nobody will read wastes DB transfer/memory at scale. This one is windowed
    down to a single row per root, then bounded by Prefetch's own IN-list to
    whatever page/result set it's attached to -- one cheap bulk query total,
    not one per document and not one per version.
    """
    return Prefetch(
        "versions",
        queryset=(
            Document.objects.filter(
                root_document_id__isnull=False,
                deleted_at__isnull=True,
            )
            .annotate(
                rn=Window(
                    RowNumber(),
                    partition_by=F("root_document_id"),
                    order_by=[
                        F("version_index").desc(nulls_last=True),
                        F("id").desc(),
                    ],
                ),
            )
            .filter(rn=1)
            .only("id", "root_document_id", "content")
        ),
        to_attr=LATEST_VERSION_CONTENT_PREFETCH_ATTR,
    )
 def has_prefetched_effective_content(document: Document) -> bool:
    """
    True if document.get_effective_content() can answer without an extra
    per-instance query -- an SQL ``effective_content`` annotation, the lean
    latest_version_content_prefetch(), or the metadata-only "versions"
    prefetch is already present on the instance.
    Callers that haven't set any of those up (e.g. views that build their
    own querysets independently of DocumentViewSet.get_queryset(), like
    TrashView or GlobalSearchView) intentionally don't pay for version-aware
    content resolution -- see DocumentSerializer.to_representation(), which
    uses this to decide whether to call get_effective_content() at all.
    """
    if hasattr(document, "effective_content"):
        return True
    if getattr(document, LATEST_VERSION_CONTENT_PREFETCH_ATTR, None) is not None:
        return True
    prefetched_cache = getattr(document, "_prefetched_objects_cache", None)
    return isinstance(prefetched_cache, dict) and "versions" in prefetched_cache
 def sort_versions_newest_first(documents: list[Document]) -> list[Document]:
    """
    Same sorting as versions_newest_first()
@@ -233,7 +233,6 @@ from documents.versioning import VersionResolutionError
 from documents.versioning import get_latest_version_for_root
 from documents.versioning import get_request_version_param
 from documents.versioning import get_root_document
 from documents.versioning import latest_version_content_prefetch
 from documents.versioning import resolve_requested_version_for_root
 from documents.versioning import versions_newest_first
 from paperless import version
@@ -248,6 +247,7 @@ from paperless.serialisers import GroupSerializer
 from paperless.serialisers import UserSerializer
 from paperless.views import StandardPagination
 from paperless_ai.ai_classifier import get_ai_document_classification
 from paperless_ai.ai_classifier import get_llm_output_language
 from paperless_ai.chat import stream_chat_with_documents
 from paperless_ai.exceptions import LLMTimeoutError
 from paperless_ai.matching import extract_unmatched_names
@@ -666,20 +666,6 @@ class TagViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet[Tag]):
            update_document_parent_tags(tag, new_parent)
 def _get_llm_output_language(ai_config: AIConfig, request) -> str | None:
    output_language = ai_config.llm_output_language
    if (
        not output_language
        and hasattr(request.user, "ui_settings")
        and isinstance(
            request.user.ui_settings.settings,
            dict,
        )
    ):
        output_language = request.user.ui_settings.settings.get("language")
    return output_language
@extend_schema_view(**generate_object_with_permissions_schema(DocumentTypeSerializer))
 class DocumentTypeViewSet(
    PermissionsAwareDocumentCountMixin,
@@ -1086,40 +1072,12 @@ class DocumentViewSet(
            ],
        }
    # Query params whose filtering needs effective_content evaluated in SQL
    # against every candidate row -- see _needs_effective_content_annotation().
    _CONTENT_FILTER_PARAMS = (
        "search",  # DRF SearchFilter's search_fields includes effective_content
        "title_content",
        "content__istartswith",
        "content__iendswith",
        "content__icontains",
        "content__iexact",
    )
    def _needs_effective_content_annotation(self) -> bool:
        # effective_content is a per-row correlated subquery resolving each
        # document's latest version. Cheap when evaluated only for the page
        # that survives filtering/sorting/pagination (the common case, via
        # the "versions" prefetch + Document.get_effective_content()'s
        # fallback), but if anything filters *on* it, the database has to
        # evaluate it for every candidate row before the LIMIT is reached --
        # pathological on MariaDB specifically for the root_document_id
        # self-join once real candidate counts get large. Everything on this
        # list is deprecated in favor of the Tantivy-backed search endpoint
        # (see filters.py's TitleContentFilter/EffectiveContentFilter docs),
        # so keep paying that cost only when one is actually used. Checked as
        # a stripped, non-blank value (not just key presence) to match how
        # DRF's SearchFilter and TitleContentFilter/EffectiveContentFilter
        # themselves no-op on a blank value -- otherwise an empty `?search=`
        # or a saved view with a cleared text filter would still pay for the
        # annotation despite applying no actual predicate.
        params = self.request.query_params
        return any(
            params.get(param, "").strip() for param in self._CONTENT_FILTER_PARAMS
        )
    def get_queryset(self):
        latest_version_content = Subquery(
            versions_newest_first(
                Document.objects.filter(root_document=OuterRef("pk")),
            ).values("content")[:1],
        )
        # A correlated subquery avoids the LEFT JOIN + Count() this used to
        # be, which forced a GROUP BY aggregate over every matching document
        # before the query could even be sorted or limited.
@@ -1139,9 +1097,10 @@ class DocumentViewSet(
        # ObjectFilter.filter(). A blanket .distinct() here forces the
        # database to fully sort and dedupe every visible document before
        # it can apply LIMIT, which is disastrous at scale.
-        queryset = (
+        return (
            Document.objects.filter(root_document__isnull=True)
            .order_by("-created", "-id")
            .annotate(effective_content=Coalesce(latest_version_content, F("content")))
            .annotate(num_notes=Coalesce(note_count, 0))
            .select_related("correspondent", "storage_path", "document_type", "owner")
            .prefetch_related(
@@ -1156,25 +1115,15 @@ class DocumentViewSet(
                        "version_index",
                    ),
                ),
                latest_version_content_prefetch(),
                "tags",
                Prefetch(
                    "custom_fields",
                    queryset=CustomFieldInstance.objects.select_related("field"),
                ),
-                "notes",
+                # NotesSerializer nests the author, this avoids query per note
                Prefetch("notes", queryset=Note.objects.select_related("user")),
            )
        )
        if self._needs_effective_content_annotation():
            latest_version_content = Subquery(
                versions_newest_first(
                    Document.objects.filter(root_document=OuterRef("pk")),
                ).values("content")[:1],
            )
            queryset = queryset.annotate(
                effective_content=Coalesce(latest_version_content, F("content")),
            )
        return queryset
    def get_serializer(self, *args, **kwargs):
        fields_param = self.request.query_params.get("fields", None)
@@ -1580,7 +1529,10 @@ class DocumentViewSet(
        if not ai_config.ai_enabled:
            return HttpResponseBadRequest("AI is required for this feature")
-        output_language = _get_llm_output_language(ai_config=ai_config, request=request)
+        output_language = get_llm_output_language(
            ai_config=ai_config,
            user=request.user,
        )
        llm_cache_backend = ":".join(
            part
            for part in (
@@ -2369,7 +2321,10 @@ class ChatStreamingView(GenericAPIView[Any]):
                id__in=permitted_document_ids(request.user),
            )
-        output_language = _get_llm_output_language(ai_config=ai_config, request=request)
+        output_language = get_llm_output_language(
            ai_config=ai_config,
            user=request.user,
        )
        response = StreamingHttpResponse(
            stream_chat_with_documents(
@@ -2833,8 +2788,11 @@ class DocumentSelectionMixin:
            for key, value in filters.items()
            if key not in _TANTIVY_SEARCH_PARAM_NAMES
        }
        # Operations are addressed to roots, a caller that wants
        # to act on a specific version passes its id explicitly instead
        permitted_documents = Document.objects.filter(
            id__in=permitted_document_ids(user),
            root_document__isnull=True,
        )
        # orm-filtered docs
        filtered_documents = DocumentFilterSet(
@@ -0,0 +1,259 @@
 import logging
 from datetime import date
 from datetime import datetime
 from typing import TypeVar
 from django.contrib.auth.models import User
 from documents.models import Correspondent
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import MatchingModel
 from documents.models import StoragePath
 from documents.models import Tag
 from documents.models import WorkflowAction
 from paperless.config import AIConfig
 from paperless_ai.ai_classifier import get_ai_document_classification
 from paperless_ai.ai_classifier import get_llm_output_language
 from paperless_ai.matching import extract_unmatched_names
 from paperless_ai.matching import match_correspondents_by_name
 from paperless_ai.matching import match_document_types_by_name
 from paperless_ai.matching import match_storage_paths_by_name
 from paperless_ai.matching import match_tags_by_name
 from paperless_ai.matching import resolve_correspondent_ids
 from paperless_ai.matching import resolve_document_type_ids
 from paperless_ai.matching import resolve_storage_path_ids
 from paperless_ai.matching import resolve_tag_ids
 logger = logging.getLogger("paperless.workflows.ai")
 AISuggestionField = WorkflowAction.AISuggestionField
 ObjT = TypeVar("ObjT", bound=MatchingModel)
 # Tags use m2m relation instead
 DIRECT_FIELDS: dict[str, str] = {
    AISuggestionField.TITLE: "title",
    AISuggestionField.CORRESPONDENT: "correspondent",
    AISuggestionField.DOCUMENT_TYPE: "document_type",
    AISuggestionField.STORAGE_PATH: "storage_path",
    AISuggestionField.CREATED: "created",
 }
 def resolve_date(dates: list[str]) -> date | None:
    """
    First usable date out of the suggestions, which are expected as
    YYYY-MM-DD. Document.created is a DateField, so only one can be applied.
    """
    for value in dates:
        try:
            return datetime.strptime(value, "%Y-%m-%d").date()
        except (TypeError, ValueError):
            logger.debug("Ignoring unparsable suggested date %s", value)
    return None
 def resolve_object(
    model: type[ObjT],
    names: list[str],
    matched: list[ObjT],
    *,
    create_missing: bool,
    owner: User | None,
 ) -> ObjT | None:
    """
    Single object from a suggestion list. The best match if there was one, else
    optionally a newly-created object. StoragePaths are excluded.
    """
    if matched:
        return matched[0]
    if not create_missing or model is StoragePath:
        return None
    unmatched = extract_unmatched_names(names, matched)
    if not unmatched:
        return None
    # (name, owner) is what MatchingModel is unique on
    obj, created = model.objects.get_or_create(
        name=unmatched[0][:128],
        owner=owner,
    )
    if created:
        logger.info("Created %s '%s' from AI suggestion", model.__name__, obj.name)
    return obj
 def resolve_tags(
    names: list[str],
    matched: list[Tag],
    *,
    create_missing: bool,
    owner: User | None,
 ) -> list[Tag]:
    """
    Matched tags, plus newly created ones if create_missing is set.
    """
    tags = list(matched)
    if not create_missing:
        return tags
    for name in extract_unmatched_names(names, matched):
        tag, created = Tag.objects.get_or_create(
            name=name[:128],
            owner=owner,
        )
        if created:
            logger.info("Created tag '%s' from AI suggestion", tag.name)
        tags.append(tag)
    return tags
 def apply_ai_suggestions_to_document(
    action: WorkflowAction,
    document: Document,
    logging_group=None,
 ) -> list[str]:
    """
    Get suggestions about `document` and write the chosen fields.
    Returns the names of the fields that were actually changed.
    """
    selected = set(action.ai_suggestion_fields or [])
    if not selected:
        logger.warning(
            "Workflow action %s has no AI suggestion fields selected, skipping",
            action.pk,
            extra={"group": logging_group},
        )
        return []
    ai_config = AIConfig()
    if not ai_config.ai_enabled:
        logger.error(
            "AI is not enabled, cannot apply AI suggestions for document %s",
            document.pk,
            extra={"group": logging_group},
        )
        return []
    # Workflows run without a user, so we use the document owner
    owner = document.owner
    try:
        suggestions = get_ai_document_classification(
            document,
            owner,
            get_llm_output_language(ai_config, owner),
        )
    except ValueError:
        # A bad AI config will not fix itself, so swallow it rather than
        # letting the caller retry. Timeouts, rate limits, network errors etc
        # propagate so the queued task can back off and try again.
        logger.exception(
            "Invalid AI configuration, cannot get suggestions for document %s",
            document.pk,
            extra={"group": logging_group},
        )
        return []
    overwrite = action.ai_overwrite_existing
    create_missing = action.ai_create_missing
    updated_fields: list[str] = []
    def should_set(field: str) -> bool:
        # The field is selected and (overwrite or it's empty)
        return field in selected and (
            overwrite or getattr(document, DIRECT_FIELDS[field]) in (None, "")
        )
    if should_set(AISuggestionField.TITLE):
        title = suggestions["title"].strip()
        if title:
            # title is capped at 128 characters
            document.title = title[:128]
            updated_fields.append("title")
    if should_set(AISuggestionField.CORRESPONDENT):
        choice = suggestions["correspondents"]
        names = choice["new_names"]
        correspondent = resolve_object(
            Correspondent,
            names,
            resolve_correspondent_ids(choice["existing_ids"], owner)
            + match_correspondents_by_name(names, owner),
            create_missing=create_missing,
            owner=owner,
        )
        if correspondent:
            document.correspondent = correspondent
            updated_fields.append("correspondent")
    if should_set(AISuggestionField.DOCUMENT_TYPE):
        choice = suggestions["document_types"]
        names = choice["new_names"]
        document_type = resolve_object(
            DocumentType,
            names,
            resolve_document_type_ids(choice["existing_ids"], owner)
            + match_document_types_by_name(names, owner),
            create_missing=create_missing,
            owner=owner,
        )
        if document_type:
            document.document_type = document_type
            updated_fields.append("document_type")
    if should_set(AISuggestionField.STORAGE_PATH):
        choice = suggestions["storage_paths"]
        names = choice["new_names"]
        storage_path = resolve_object(
            StoragePath,
            names,
            resolve_storage_path_ids(choice["existing_ids"], owner)
            + match_storage_paths_by_name(names, owner),
            create_missing=create_missing,
            owner=owner,
        )
        if storage_path:
            document.storage_path = storage_path
            updated_fields.append("storage_path")
    if should_set(AISuggestionField.CREATED):
        created = resolve_date(suggestions["dates"])
        if created:
            document.created = created
            updated_fields.append("created")
    if AISuggestionField.TAGS in selected:
        choice = suggestions["tags"]
        names = choice["new_names"]
        tags = resolve_tags(
            names,
            resolve_tag_ids(choice["existing_ids"], owner)
            + match_tags_by_name(names, owner),
            create_missing=create_missing,
            owner=owner,
        )
        if tags:
            # Suggested tags are always added, so overwrite_existing
            # does not really apply here
            document.add_nested_tags(tags)
            updated_fields.append("tags")
    if updated_fields:
        # save fields and update modified (excluding m2m tags from update_fields)
        direct_updated_fields = [
            field for field in updated_fields if field in DIRECT_FIELDS.values()
        ]
        document.save(update_fields=[*direct_updated_fields, "modified"])
    logger.info(
        "Applied AI suggestions %s to document %s",
        updated_fields or "(none)",
        document.pk,
        extra={"group": logging_group},
    )
    return updated_fields
@@ -67,6 +67,10 @@ def handle_social_account_updated(sender, request, sociallogin, **kwargs):
            )
            or []
        )
    if isinstance(social_account_groups, str):
        social_account_groups = [social_account_groups]
    if settings.SOCIAL_ACCOUNT_SYNC_GROUPS and social_account_groups is not None:
        groups = Group.objects.filter(name__in=social_account_groups)
        logger.debug(
@@ -295,6 +295,43 @@ class TestSyncSocialLoginGroups(TestCase):
        self.assertEqual(list(user.groups.all()), [group])
    @override_settings(
        SOCIAL_ACCOUNT_SYNC_SUPERUSER_GROUP="admin",
        SOCIAL_ACCOUNT_SYNC_STAFF_GROUP="admin",
    )
    def test_sync_superuser_claim_no_substring_match(self) -> None:
        """
        GIVEN:
            - Configured superuser group sync
            - Provider emits the groups claim as a bare string, and the user's
              only group merely *contains* the configured name
        WHEN:
            - Social login updated via signal
        THEN:
            - User is not promoted, since only an exact group match counts
        """
        user = User.objects.create_user(
            username="testuser",
            is_superuser=False,
            is_staff=False,
        )
        sociallogin = Mock(
            user=user,
            account=Mock(
                extra_data={
                    "groups": "paperless-admins-readonly",
                },
            ),
        )
        handle_social_account_updated(
            sender=None,
            request=HttpRequest(),
            sociallogin=sociallogin,
        )
        user.refresh_from_db()
        self.assertFalse(user.is_superuser)
        self.assertFalse(user.is_staff)
    @override_settings(
        SOCIAL_ACCOUNT_SYNC_SUPERUSER_GROUP="admin-group",
        SOCIAL_ACCOUNT_SYNC_STAFF_GROUP=None,
@@ -47,6 +47,22 @@ def get_language_name(language_code: str) -> str:
    return language_code
 def get_llm_output_language(ai_config: AIConfig, user: User | None) -> str | None:
    """
    Language to localize LLM output into: the configured language, falling back
    to the user's own UI language when unset.
    """
    output_language = ai_config.llm_output_language
    if (
        not output_language
        and user is not None
        and hasattr(user, "ui_settings")
        and isinstance(user.ui_settings.settings, dict)
    ):
        output_language = user.ui_settings.settings.get("language")
    return output_language
 def build_prompt_without_rag(
    document: Document,
    config: AIConfig,
@@ -11,7 +11,7 @@ from documents.models import Correspondent
 from documents.models import DocumentType
 from documents.models import StoragePath
 from documents.models import Tag
-from documents.permissions import get_objects_for_user_owner_aware
+from documents.permissions import permitted_object_ids
 from documents.permissions import restrict_queryset_to_visible
 MATCH_THRESHOLD = 0.8
@@ -63,30 +63,40 @@ def resolve_storage_path_ids(ids: list[int], user: User | None) -> list[StorageP
 def _match_by_name(
    names: list[str],
-    user: User,
+    user: User | None,
    model: type[ModelT],
    perm: str,
 ) -> list[ModelT]:
-    queryset = get_objects_for_user_owner_aware(user, [perm], model)
+    # A workflow may have no user. In that case permitted_object_ids limits
    # matching to unowned objects, avoiding another user's private taxonomy.
    queryset = model.objects.filter(
        pk__in=permitted_object_ids(user, model, perm),
    )
    return _match_names_to_queryset(names, queryset)
-def match_tags_by_name(names: list[str], user: User) -> list[Tag]:
+def match_tags_by_name(names: list[str], user: User | None) -> list[Tag]:
    return _match_by_name(names, user, Tag, "view_tag")
 def match_correspondents_by_name(
    names: list[str],
-    user: User,
+    user: User | None,
 ) -> list[Correspondent]:
    return _match_by_name(names, user, Correspondent, "view_correspondent")
-def match_document_types_by_name(names: list[str], user: User) -> list[DocumentType]:
+def match_document_types_by_name(
    names: list[str],
    user: User | None,
 ) -> list[DocumentType]:
    return _match_by_name(names, user, DocumentType, "view_documenttype")
-def match_storage_paths_by_name(names: list[str], user: User) -> list[StoragePath]:
+def match_storage_paths_by_name(
    names: list[str],
    user: User | None,
 ) -> list[StoragePath]:
    return _match_by_name(names, user, StoragePath, "view_storagepath")
@@ -1,5 +1,4 @@
 from collections.abc import Callable
 from unittest.mock import patch
 import pytest
 import pytest_mock
@@ -45,33 +44,25 @@ class TestAIMatching(TestCase):
        self.storage_path1 = StoragePath.objects.create(name="Test Storage Path 1")
        self.storage_path2 = StoragePath.objects.create(name="Test Storage Path 2")
-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
+    def test_match_tags_by_name(self) -> None:
    def test_match_tags_by_name(self, mock_get_objects) -> None:
        mock_get_objects.return_value = Tag.objects.all()
        names = ["Test Tag 1", "Nonexistent Tag"]
        result = match_tags_by_name(names, user=None)
        self.assertEqual(len(result), 1)
        self.assertEqual(result[0].name, "Test Tag 1")
-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
+    def test_match_correspondents_by_name(self) -> None:
    def test_match_correspondents_by_name(self, mock_get_objects) -> None:
        mock_get_objects.return_value = Correspondent.objects.all()
        names = ["Test Correspondent 1", "Nonexistent Correspondent"]
        result = match_correspondents_by_name(names, user=None)
        self.assertEqual(len(result), 1)
        self.assertEqual(result[0].name, "Test Correspondent 1")
-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
+    def test_match_document_types_by_name(self) -> None:
    def test_match_document_types_by_name(self, mock_get_objects) -> None:
        mock_get_objects.return_value = DocumentType.objects.all()
        names = ["Test Document Type 1", "Nonexistent Document Type"]
        result = match_document_types_by_name(names, user=None)
        self.assertEqual(len(result), 1)
        self.assertEqual(result[0].name, "Test Document Type 1")
-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
+    def test_match_storage_paths_by_name(self) -> None:
    def test_match_storage_paths_by_name(self, mock_get_objects) -> None:
        mock_get_objects.return_value = StoragePath.objects.all()
        names = ["Test Storage Path 1", "Nonexistent Storage Path"]
        result = match_storage_paths_by_name(names, user=None)
        self.assertEqual(len(result), 1)
@@ -83,16 +74,12 @@ class TestAIMatching(TestCase):
        unmatched_names = extract_unmatched_names(llm_names, matched_objects)
        self.assertEqual(unmatched_names, ["Nonexistent Tag"])
-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
+    def test_match_tags_by_name_with_empty_names(self) -> None:
    def test_match_tags_by_name_with_empty_names(self, mock_get_objects) -> None:
        mock_get_objects.return_value = Tag.objects.all()
        names = [None, "", "   "]
        result = match_tags_by_name(names, user=None)
        self.assertEqual(result, [])
-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
+    def test_match_tags_with_fuzzy_matching(self) -> None:
    def test_match_tags_with_fuzzy_matching(self, mock_get_objects) -> None:
        mock_get_objects.return_value = Tag.objects.all()
        names = ["Test Taag 1", "Teest Tag 2"]
        result = match_tags_by_name(names, user=None)
        self.assertEqual(len(result), 2)
Author	SHA1	Message	Date
shamoonandGitHub	b4068d38bc	Fix/performance: prevent token re-use in dropdown filtering, also a perf thing (#13804 )	2026-08-26 13:18:09 -07:00
shamoon	139739c2a2	Fix: handle social account sync groups claim sent as str	2026-08-26 12:37:29 -07:00
GitHub Actions	cafed919a1	Auto translate strings	2026-08-26 16:50:29 +00:00
shamoonandGitHub	549afde1fd	Enhancement: Apply AI suggestions workflow action (#13639 )	2026-08-26 16:41:21 +00:00
GitHub Actions	a8576d827e	Auto translate strings	2026-08-26 14:29:05 +00:00
shamoonandGitHub	7330c4d9cb	Fix: exclude version documents from bulk edit "all" (#13791 )	2026-08-26 14:27:31 +00:00
GitHub Actions	2e7cd14964	Auto translate strings	2026-08-26 04:48:45 +00:00
shamoonandGitHub	5090ffe39e	Enhancement: welcome widget visual tweaks (#13794 )	2026-08-25 21:47:13 -07:00
GitHub Actions	35d40b51cb	Auto translate strings	2026-08-25 21:37:07 +00:00
shamoonandGitHub	78025df405	Performance: fetch note authors with prefetch instead of one query each (#13790 )	2026-08-25 14:35:22 -07:00