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* perf: skip effective_content annotation on document list unless filtered on

DocumentViewSet.get_queryset() always attached a correlated subquery
resolving each document's latest version content, even though it's only
needed for the deprecated search/title_content/content__* filter params.
Evaluated for every candidate row before pagination's LIMIT, this is
pathological on MariaDB: its default cardinality estimate for the mostly-
NULL root_document_id self-join drives it to a near-full-table scan per
row instead of using the FK index, turning a normal filtered list request
into a multi-second query (root cause of paperless-ngx#13778's report).

Only attach the annotation when a request actually filters on it. The
common case now relies on Document.get_effective_content()'s existing
prefetch-based fallback instead (extended the "versions" prefetch to
include content), which DocumentSerializer.to_representation() now calls
directly instead of checking for the annotation via hasattr().

* fix: address review feedback on effective_content annotation skip

- _needs_effective_content_annotation() now checks for a non-blank,
  stripped param value rather than mere key presence, matching how
  SearchFilter/TitleContentFilter/EffectiveContentFilter themselves
  no-op on a blank value. An empty ?search= or a saved view with a
  cleared text filter no longer re-triggers the annotation.

- The "versions" prefetch on DocumentViewSet no longer carries content
  for every historical version of every document -- that's unused
  bloat for version-heavy documents. Added
  latest_version_content_prefetch() (versioning.py), a separate,
  windowed prefetch scoped to just the newest version's content per
  root, and taught Document.get_effective_content() to check it first.

- DocumentSerializer.to_representation() no longer unconditionally
  calls get_effective_content(). Added has_prefetched_effective_content()
  (versioning.py) as a cheap upfront check: only resolve version-aware
  content when an SQL annotation or a versions prefetch is already on
  the instance. TrashView and GlobalSearchView build their own
  querysets independently of DocumentViewSet and never display
  document content at all (checked both frontend components), so they
  now keep showing the document's own, unresolved content with zero
  extra queries -- the same behavior as before effective_content
  resolution existed, just generalized past the narrow hasattr() check
  it replaced.

* Perf: derive _CONTENT_FILTER_PARAMS from DocumentFilterSet and search_fields instead of hand-maintaining it

* Fixes the new test failure and restricts doing the annotation even further, so content must have been requested to annotate even

* CLean up the new test with the docstrings, handle the fields in one place

* Fun with contenttype and caching. Compare only the
queries spent on the documents themselves or else

docker/rootfs/etc/s6-overlay/s6-rc.d/init-compile-bytecode/run

@@ -0,0 +1,58 @@
+#!/command/with-contenv /usr/bin/bash
+# shellcheck shell=bash
+declare -r log_prefix="[init-compile-bytecode]"
+
+# PYTHONDONTWRITEBYTECODE=1 is set for the whole container. This unit compiles a
+# scoped set of libraries anyway, to speed up startup without bloating image size.
+
+# Handle the people using a read only file system
+if [[ "${S6_READ_ONLY_ROOT}" == "1" ]]; then
+	echo "${log_prefix} S6_READ_ONLY_ROOT=1, skipping (nothing to write bytecode to)"
+	exit 0
+fi
+
+# When running as a non-root user, site-packages is still root-owned and unwritable,
+# so this step would just fail loudly on every container start. Skip it.
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
+	echo "${log_prefix} USER_IS_NON_ROOT is set, skipping (site-packages is not writable)"
+	exit 0
+fi
+
+declare -r site_packages="$(python3 -c 'import site; print(site.getsitepackages()[0])')"
+
+# Deliberately scoped to packages that paperless.settings/paperless/__init__.py import
+# unconditionally on every manage.py invocation (Django itself, the always-loaded
+# INSTALLED_APPS, and celery). This is NOT "compile everything" - the optional AI stack
+# (torch, llama-index, sentence-transformers, ...) is intentionally excluded since it is
+# lazy-imported and large.
+declare -a scope=(
+	"${PAPERLESS_SRC_DIR}"
+	"${site_packages}/django"
+	"${site_packages}/celery"
+	"${site_packages}/kombu"
+	"${site_packages}/rest_framework"
+	"${site_packages}/django_filters"
+	"${site_packages}/whitenoise"
+	"${site_packages}/corsheaders"
+	"${site_packages}/django_extensions"
+	"${site_packages}/guardian"
+	"${site_packages}/allauth"
+	"${site_packages}/drf_spectacular"
+	"${site_packages}/drf_spectacular_sidecar"
+	"${site_packages}/treenode"
+	"${site_packages}/compression_middleware"
+)
+
+declare -a existing_scope=()
+for path in "${scope[@]}"; do
+	[[ -d "${path}" ]] && existing_scope+=("${path}")
+done
+
+echo "${log_prefix} Compiling bytecode for: ${existing_scope[*]}"
+declare -r start_seconds=${SECONDS}
+
+if ! PYTHONDONTWRITEBYTECODE= python3 -m compileall -q "${existing_scope[@]}"; then
+	echo "${log_prefix} WARNING: compileall reported errors (read-only filesystem or unwritable site-packages?); continuing without a bytecode cache"
+fi
+
+echo "${log_prefix} Done in $((SECONDS - start_seconds))s"

docker/rootfs/etc/s6-overlay/s6-rc.d/init-compile-bytecode/type

@@ -0,0 +1 @@
+oneshot

docker/rootfs/etc/s6-overlay/s6-rc.d/init-compile-bytecode/up

@@ -0,0 +1 @@
+/etc/s6-overlay/s6-rc.d/init-compile-bytecode/run

docs/configuration.md

@@ -1200,6 +1200,15 @@ still perform some basic text pre-processing before matching.
 
     Defaults to true, enabling the feature.
 
+#### [`PAPERLESS_CLASSIFIER_MATCH_THRESHOLD=<float>`](#PAPERLESS_CLASSIFIER_MATCH_THRESHOLD) {#PAPERLESS_CLASSIFIER_MATCH_THRESHOLD}
+
+: Sets the minimum confidence score (0.0-1.0) required for the automatic
+classifier to assign a correspondent, document type, or storage path to a
+document. Predictions below this threshold are discarded and the field is
+left unassigned, preventing low-confidence guesses from being applied.
+
+    Defaults to 0.6.
+
 #### [`PAPERLESS_DATE_PARSER_LANGUAGES=<lang>`](#PAPERLESS_DATE_PARSER_LANGUAGES) {#PAPERLESS_DATE_PARSER_LANGUAGES}
 
 : Specifies which language Paperless should use when parsing dates from documents.

src-ui/src/app/components/admin/settings/settings.component.html

@@ -112,6 +112,22 @@
 
                 <pngx-input-check i18n-title title="Use 'slim' sidebar (icons only)" formControlName="slimSidebarEnabled"></pngx-input-check>
 
+                <p class="mb-2 mt-3" i18n>Sidebar items to show:</p>
+                @for (option of sidebarItemOptions; track option.id) {
+                  <div class="form-check">
+                    <input
+                      class="form-check-input"
+                      type="checkbox"
+                      [id]="'sidebar-item-setting-' + option.id"
+                      [checked]="isSidebarItemShown(option.id)"
+                      (change)="toggleSidebarItem(option.id, $event.target.checked)"
+                    />
+                    <label class="form-check-label" [for]="'sidebar-item-setting-' + option.id">
+                      {{ option.label }}
+                    </label>
+                  </div>
+                }
+
               </div>
             </div>
 

src-ui/src/app/components/admin/settings/settings.component.spec.ts

@@ -24,7 +24,7 @@ import {
   SystemStatus,
   SystemStatusItemStatus,
 } from 'src/app/data/system-status'
-import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { HideableSidebarItemID, SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { IfOwnerDirective } from 'src/app/directives/if-owner.directive'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { PermissionsGuard } from 'src/app/guards/permissions.guard'
@@ -209,6 +209,45 @@ describe('SettingsComponent', () => {
     fixture.detectChanges()
   }
 
+  it('supports configuring sidebar items and canceling changes', () => {
+    completeSetup()
+
+    component.toggleSidebarItem(HideableSidebarItemID.Workflows, false)
+    fixture.detectChanges()
+
+    expect(component.settingsForm.value.sidebarHiddenItems).toContain(
+      HideableSidebarItemID.Workflows
+    )
+
+    settingsService.updateSidebarItemVisibility(
+      HideableSidebarItemID.Mail,
+      false
+    )
+
+    expect(component.settingsForm.value.sidebarHiddenItems).toContain(
+      HideableSidebarItemID.Mail
+    )
+
+    component.reset()
+
+    expect(component.settingsForm.value.sidebarHiddenItems).not.toContain(
+      HideableSidebarItemID.Workflows
+    )
+    expect(component.settingsForm.value.sidebarHiddenItems).not.toContain(
+      HideableSidebarItemID.Mail
+    )
+  })
+
+  it('enables sidebar item controls on general settings until destroyed', () => {
+    completeSetup()
+
+    expect(settingsService.organizingSidebarItems()).toBe(true)
+
+    component.ngOnDestroy()
+
+    expect(settingsService.organizingSidebarItems()).toBe(false)
+  })
+
   it('should support tabbed settings & change URL, prevent navigation if dirty confirmation rejected', async () => {
     completeSetup()
     const navigateSpy = jest.spyOn(router, 'navigate')
@@ -249,6 +288,7 @@ describe('SettingsComponent', () => {
 
   it('should support save local settings updating appearance settings and calling API, show error', () => {
     completeSetup()
+    component.toggleSidebarItem(HideableSidebarItemID.Workflows, false)
     const toastErrorSpy = jest.spyOn(toastService, 'showError')
     const toastSpy = jest.spyOn(toastService, 'show')
     const storeSpy = jest.spyOn(settingsService, 'storeSettings')
@@ -267,7 +307,10 @@ describe('SettingsComponent', () => {
     expect(toastErrorSpy).toHaveBeenCalled()
     expect(storeSpy).toHaveBeenCalled()
     expect(appearanceSettingsSpy).not.toHaveBeenCalled()
-    expect(setSpy).toHaveBeenCalledTimes(33)
+    expect(setSpy).toHaveBeenCalledTimes(34)
+    expect(setSpy).toHaveBeenCalledWith(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS, [
+      HideableSidebarItemID.Workflows,
+    ])
 
     // succeed
     storeSpy.mockReturnValueOnce(of(true))

src-ui/src/app/components/admin/settings/settings.component.ts

@@ -39,7 +39,12 @@ import {
   SystemStatus,
   SystemStatusItemStatus,
 } from 'src/app/data/system-status'
-import { GlobalSearchType, SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import {
+  GlobalSearchType,
+  HIDEABLE_SIDEBAR_ITEM_IDS,
+  HideableSidebarItemID,
+  SETTINGS_KEYS,
+} from 'src/app/data/ui-settings'
 import { User } from 'src/app/data/user'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
@@ -102,6 +107,14 @@ const documentDetailFieldOptions = [
   { id: DocumentDetailFieldID.Tags, label: $localize`Tags` },
 ]
 
+const sidebarItemLabels: Record<HideableSidebarItemID, string> = {
+  [HideableSidebarItemID.Dashboard]: $localize`Dashboard`,
+  [HideableSidebarItemID.SavedViews]: $localize`Saved Views`,
+  [HideableSidebarItemID.Workflows]: $localize`Workflows`,
+  [HideableSidebarItemID.Mail]: $localize`Mail`,
+  [HideableSidebarItemID.Documentation]: $localize`Documentation`,
+}
+
 @Component({
   selector: 'pngx-settings',
   templateUrl: './settings.component.html',
@@ -149,6 +162,7 @@ export class SettingsComponent
     bulkEditApplyOnClose: new FormControl(null),
     documentListItemPerPage: new FormControl(null),
     slimSidebarEnabled: new FormControl(null),
+    sidebarHiddenItems: new FormControl<HideableSidebarItemID[]>([]),
     darkModeUseSystem: new FormControl(null),
     darkModeEnabled: new FormControl(null),
     darkModeInvertThumbs: new FormControl(null),
@@ -186,6 +200,7 @@ export class SettingsComponent
 
   store: BehaviorSubject<any>
   storeSub: Subscription
+  sidebarItemsSub: Subscription
   isDirty$: Observable<boolean>
   isDirty: boolean = false
   unsubscribeNotifier: Subject<any> = new Subject()
@@ -203,6 +218,10 @@ export class SettingsComponent
   public readonly PdfEditorEditMode = PdfEditorEditMode
 
   public readonly documentDetailFieldOptions = documentDetailFieldOptions
+  public readonly sidebarItemOptions = HIDEABLE_SIDEBAR_ITEM_IDS.map((id) => ({
+    id,
+    label: sidebarItemLabels[id],
+  }))
 
   get systemStatusHasErrors(): boolean {
     const status = this.systemStatus()
@@ -230,6 +249,10 @@ export class SettingsComponent
 
   constructor() {
     super()
+    this.sidebarItemsSub =
+      this.settings.sidebarHiddenItemsEditingChanged.subscribe((hiddenItems) =>
+        this.settingsForm.controls.sidebarHiddenItems.setValue(hiddenItems)
+      )
     this.settings.settingsSaved.subscribe(() => {
       if (!this.savePending) this.initialize()
       this.savedViewsService.maybeRefreshDocumentCounts()
@@ -279,14 +302,21 @@ export class SettingsComponent
 
     this.activatedRoute.paramMap.subscribe((paramMap) => {
       const section = paramMap.get('section')
+      let navID = SettingsNavIDs.General
       if (section) {
         const navIDKey: string = Object.keys(SettingsNavIDs).find(
           (navID) => navID.toLowerCase() == section
         )
         if (navIDKey) {
-          this.activeNavID.set(SettingsNavIDs[navIDKey])
+          navID = SettingsNavIDs[navIDKey]
         }
       }
+      this.activeNavID.set(navID)
+      this.settings.sidebarHiddenItemsEditing.set(
+        navID === SettingsNavIDs.General
+          ? [...this.settingsForm.controls.sidebarHiddenItems.value]
+          : null
+      )
     })
   }
 
@@ -310,6 +340,7 @@ export class SettingsComponent
         SETTINGS_KEYS.DOCUMENT_LIST_SIZE
       ),
       slimSidebarEnabled: this.settings.get(SETTINGS_KEYS.SLIM_SIDEBAR),
+      sidebarHiddenItems: this.settings.get(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS),
       darkModeUseSystem: this.settings.get(SETTINGS_KEYS.DARK_MODE_USE_SYSTEM),
       darkModeEnabled: this.settings.get(SETTINGS_KEYS.DARK_MODE_ENABLED),
       darkModeInvertThumbs: this.settings.get(
@@ -436,6 +467,12 @@ export class SettingsComponent
       this.settingsForm.patchValue(currentFormValue)
     }
 
+    if (this.settings.organizingSidebarItems()) {
+      this.settings.sidebarHiddenItemsEditing.set([
+        ...this.settingsForm.controls.sidebarHiddenItems.value,
+      ])
+    }
+
     if (this.canViewSystemStatus) {
       this.systemStatusService.get().subscribe((status) => {
         this.systemStatus.set(status)
@@ -444,8 +481,18 @@ export class SettingsComponent
   }
 
   ngOnDestroy() {
+    this.settings.sidebarHiddenItemsEditing.set(null)
     if (this.isDirty) this.settings.updateAppearanceSettings() // in case user changed appearance but didn't save
     this.storeSub && this.storeSub.unsubscribe()
+    this.sidebarItemsSub.unsubscribe()
+  }
+
+  isSidebarItemShown(item: HideableSidebarItemID): boolean {
+    return !(this.settingsForm.value.sidebarHiddenItems || []).includes(item)
+  }
+
+  toggleSidebarItem(item: HideableSidebarItemID, checked: boolean): void {
+    this.settings.updateSidebarItemVisibility(item, checked)
   }
 
   public saveSettings() {
@@ -473,6 +520,10 @@ export class SettingsComponent
       SETTINGS_KEYS.SLIM_SIDEBAR,
       this.settingsForm.value.slimSidebarEnabled
     )
+    this.settings.set(
+      SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS,
+      this.settingsForm.value.sidebarHiddenItems
+    )
     this.settings.set(
       SETTINGS_KEYS.DARK_MODE_USE_SYSTEM,
       this.settingsForm.value.darkModeUseSystem
@@ -632,6 +683,11 @@ export class SettingsComponent
 
   reset() {
     this.settingsForm.patchValue(this.store.getValue())
+    if (this.settings.organizingSidebarItems()) {
+      this.settings.sidebarHiddenItemsEditing.set([
+        ...this.settingsForm.controls.sidebarHiddenItems.value,
+      ])
+    }
   }
 
   clearThemeColor() {

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

@@ -86,12 +86,15 @@
       }
       <div class="sidebar-sticky pt-3 pb-1 d-flex flex-column justify-space-around">
         <ul class="nav flex-column">
-          <li class="nav-item app-link">
+          <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Dashboard) && !settingsService.organizingSidebarItems()">
-            <a class="nav-link" routerLink="dashboard" routerLinkActive="active" (click)="closeMenu()"
+            <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Dashboard)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="dashboard" routerLinkActive="active" (click)="closeMenu()"
               ngbPopover="Dashboard" i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end"
               container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
               <i-bs class="me-2" name="house"></i-bs><span class="nav-link-label"><ng-container i18n>Dashboard</ng-container></span>
             </a>
+            @if (settingsService.organizingSidebarItems()) {
+              <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Dashboard" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.Dashboard)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.Dashboard, $event)"></pngx-input-switch>
+            }
           </li>
           <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }">
             <a class="nav-link" routerLink="documents" routerLinkActive="active"
@@ -237,29 +240,38 @@
                 </div>
               </li>
             }
-            <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.SavedView }">
+            <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.SavedViews) && !settingsService.organizingSidebarItems()" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.SavedView }">
-              <a class="nav-link" routerLink="savedviews" routerLinkActive="active" (click)="closeMenu()"
+              <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.SavedViews)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="savedviews" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="Saved Views" i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="me-2" name="window-stack"></i-bs><span class="nav-link-label"><ng-container i18n>Saved Views</ng-container></span>
               </a>
+              @if (settingsService.organizingSidebarItems()) {
+                <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Saved Views" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.SavedViews)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.SavedViews, $event)"></pngx-input-switch>
+              }
             </li>
-            <li class="nav-item app-link"
+            <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows) && !settingsService.organizingSidebarItems()"
               *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Workflow }"
               tourAnchor="tour.workflows">
-              <a class="nav-link" routerLink="workflows" routerLinkActive="active" (click)="closeMenu()"
+              <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="workflows" routerLinkActive="active" (click)="closeMenu()"
                 ngbPopover="Workflows" i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="me-2" name="boxes"></i-bs><span class="nav-link-label"><ng-container i18n>Workflows</ng-container></span>
               </a>
+              @if (settingsService.organizingSidebarItems()) {
+                <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Workflows" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.Workflows, $event)"></pngx-input-switch>
+              }
             </li>
-            <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.MailAccount }"
+            <li class="nav-item app-link position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Mail) && !settingsService.organizingSidebarItems()" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.MailAccount }"
               tourAnchor="tour.mail">
-              <a class="nav-link" routerLink="mail" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Mail"
+              <a class="nav-link" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Mail)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()" routerLink="mail" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Mail"
                 i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end" container="body"
                 triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="me-2" name="envelope"></i-bs><span class="nav-link-label"><ng-container i18n>Mail</ng-container></span>
               </a>
+              @if (settingsService.organizingSidebarItems()) {
+                <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Mail" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.Mail)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.Mail, $event)"></pngx-input-switch>
+              }
             </li>
             <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }">
               <a class="nav-link" routerLink="trash" routerLinkActive="active" (click)="closeMenu()" ngbPopover="Trash"
@@ -322,13 +334,16 @@
                 </a>
               </li>
             }
-            <li class="nav-item mt-2" tourAnchor="tour.outro">
+            <li class="nav-item mt-2 position-relative" [class.d-none]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Documentation) && !settingsService.organizingSidebarItems()" tourAnchor="tour.outro">
-              <a class="text-muted small d-flex align-items-center flex-wrap text-decoration-none nav-anchor"
+              <a class="text-muted small d-flex align-items-center flex-wrap text-decoration-none nav-anchor" [class.opacity-50]="settingsService.sidebarItemIsHidden(HideableSidebarItemID.Documentation)" [class.pe-5]="settingsService.organizingSidebarItems() && !slimSidebarEnabled && !slimSidebarAnimating()"
                 target="_blank" rel="noopener noreferrer" href="https://docs.paperless-ngx.com" ngbPopover="Documentation"
                 i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end" container="body"
                 triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="d-flex me-2" name="question-circle"></i-bs><span><ng-container i18n>Documentation</ng-container></span>
               </a>
+              @if (settingsService.organizingSidebarItems()) {
+                <pngx-input-switch class="position-absolute top-50 end-0 translate-middle-y me-1" [class.d-none]="slimSidebarEnabled || slimSidebarAnimating()" [compact]="true" title="Documentation" i18n-title [ngModel]="!settingsService.sidebarItemIsHidden(HideableSidebarItemID.Documentation)" (ngModelChange)="toggleSidebarItem(HideableSidebarItemID.Documentation, $event)"></pngx-input-switch>
+              }
             </li>
             <li class="nav-item" [class.visually-hidden]="slimSidebarEnabled">
               <div class="text-muted small d-flex align-items-center flex-wrap nav-label">

src-ui/src/app/components/app-frame/app-frame.component.spec.ts

@@ -15,7 +15,7 @@ import { provideUiTour } from 'ngx-ui-tour-ng-bootstrap'
 import { of, throwError } from 'rxjs'
 import { routes } from 'src/app/app-routing.module'
 import { SavedView } from 'src/app/data/saved-view'
-import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { HideableSidebarItemID, SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { PermissionsGuard } from 'src/app/guards/permissions.guard'
 import {
@@ -287,6 +287,82 @@ describe('AppFrameComponent', () => {
     jest.useRealTimers()
   })
 
+  it('should hide configured sidebar items', () => {
+    settingsService.set(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS, [
+      HideableSidebarItemID.Dashboard,
+      HideableSidebarItemID.Workflows,
+    ])
+    fixture.detectChanges()
+
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]')
+        .parentElement.classList
+    ).toContain('d-none')
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="workflows"]')
+        .parentElement.classList
+    ).toContain('d-none')
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="mail"]').parentElement
+        .classList
+    ).not.toContain('d-none')
+  })
+
+  it('should show hidden items and visibility switches while customizing', () => {
+    settingsService.set(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS, [
+      HideableSidebarItemID.Dashboard,
+    ])
+    settingsService.sidebarHiddenItemsEditing.set([
+      HideableSidebarItemID.Dashboard,
+    ])
+    fixture.detectChanges()
+
+    expect(
+      fixture.nativeElement.querySelectorAll('pngx-input-switch').length
+    ).toBe(5)
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]')
+        .parentElement.classList
+    ).not.toContain('d-none')
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]').classList
+    ).toContain('opacity-50')
+
+    settingsService.set(SETTINGS_KEYS.SLIM_SIDEBAR, true)
+    fixture.detectChanges()
+
+    expect(
+      Array.from(
+        fixture.nativeElement.querySelectorAll('pngx-input-switch')
+      ).every((toggle: HTMLElement) => toggle.classList.contains('d-none'))
+    ).toBe(true)
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]').classList
+    ).not.toContain('pe-5')
+
+    settingsService.set(SETTINGS_KEYS.SLIM_SIDEBAR, false)
+    component.slimSidebarAnimating.set(true)
+    fixture.detectChanges()
+
+    expect(
+      Array.from(
+        fixture.nativeElement.querySelectorAll('pngx-input-switch')
+      ).every((toggle: HTMLElement) => toggle.classList.contains('d-none'))
+    ).toBe(true)
+
+    component.slimSidebarAnimating.set(false)
+    fixture.detectChanges()
+
+    expect(
+      Array.from(
+        fixture.nativeElement.querySelectorAll('pngx-input-switch')
+      ).every((toggle: HTMLElement) => !toggle.classList.contains('d-none'))
+    ).toBe(true)
+    expect(
+      fixture.nativeElement.querySelector('[routerLink="dashboard"]').classList
+    ).toContain('pe-5')
+  })
+
   it('should show error on toggle slim sidebar if store settings fails', () => {
     jest.spyOn(console, 'warn').mockImplementation(() => {})
     const toastSpy = jest.spyOn(toastService, 'showError')

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

@@ -7,6 +7,7 @@ import {
 } from '@angular/cdk/drag-drop'
 import { NgClass } from '@angular/common'
 import { Component, HostListener, inject, OnInit, signal } from '@angular/core'
+import { FormsModule } from '@angular/forms'
 import { ActivatedRoute, Router, RouterModule } from '@angular/router'
 import {
   NgbCollapseModule,
@@ -21,7 +22,11 @@ import { Observable } from 'rxjs'
 import { first } from 'rxjs/operators'
 import { Document } from 'src/app/data/document'
 import { SavedView } from 'src/app/data/saved-view'
-import { CollapsibleSection, SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import {
+  CollapsibleSection,
+  HideableSidebarItemID,
+  SETTINGS_KEYS,
+} from 'src/app/data/ui-settings'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { ComponentCanDeactivate } from 'src/app/guards/dirty-doc.guard'
 import { DocumentTitlePipe } from 'src/app/pipes/document-title.pipe'
@@ -48,6 +53,7 @@ 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 { SwitchComponent } from '../common/input/switch/switch.component'
 import { DocumentDetailComponent } from '../document-detail/document-detail.component'
 import { ComponentWithPermissions } from '../with-permissions/with-permissions.component'
 import { GlobalSearchComponent } from './global-search/global-search.component'
@@ -76,6 +82,8 @@ const SCROLL_THRESHOLD = 16
     NgxBootstrapIconsModule,
     DragDropModule,
     TourNgBootstrap,
+    FormsModule,
+    SwitchComponent,
   ],
 })
 export class AppFrameComponent
@@ -98,6 +106,7 @@ export class AppFrameComponent
   readonly isMenuCollapsed = signal(true)
   readonly slimSidebarAnimating = signal(false)
   readonly mobileSearchHidden = signal(false)
+  readonly HideableSidebarItemID = HideableSidebarItemID
   private readonly versionSetting = this.settingsService.getSignal<string>(
     SETTINGS_KEYS.VERSION
   )
@@ -195,6 +204,10 @@ export class AppFrameComponent
     }, 200) // slightly longer than css animation for slim sidebar
   }
 
+  toggleSidebarItem(item: HideableSidebarItemID, visible: boolean): void {
+    this.settingsService.updateSidebarItemVisibility(item, visible)
+  }
+
   toggleAttributesSections(event?: Event): void {
     event?.preventDefault()
     event?.stopPropagation()

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

@@ -1,6 +1,6 @@
-<div class="mb-3">
+<div [class.mb-3]="!compact">
-  <div class="row">
+  <div [class.row]="!compact">
-    @if (!horizontal) {
+    @if (!horizontal && !compact) {
       <div class="d-flex align-items-center position-relative hidden-button-container col-md-3">
         <label class="form-label" [for]="inputId" [ngbTooltip]="showUnsetNote && isUnset ? tipContent: null" placement="end">
           {{title}}
@@ -17,8 +17,8 @@
     }
     <div [ngClass]="{'align-items-center': horizontal, 'd-flex': horizontal}">
       <div class="form-check form-switch">
-        <input #inputField type="checkbox" class="form-check-input" [id]="inputId" [(ngModel)]="value" [ngModelOptions]="{standalone: true}" (change)="onChange(value)" (blur)="onTouched()" [disabled]="disabled">
+        <input #inputField type="checkbox" class="form-check-input" [id]="inputId" [(ngModel)]="value" [ngModelOptions]="{standalone: true}" (change)="onChange(value)" (blur)="onTouched()" [disabled]="disabled" [attr.aria-label]="compact ? title : null">
-        @if (horizontal) {
+        @if (horizontal && !compact) {
           <label class="form-check-label" [class.text-muted]="showUnsetNote && isUnset" [for]="inputId" [ngbTooltip]="showUnsetNote && isUnset ? tipContent: null" placement="end">
             {{title}}
             @if (showUnsetNote && isUnset) {

src-ui/src/app/components/common/input/switch/switch.component.spec.ts

@@ -48,4 +48,14 @@ describe('SwitchComponent', () => {
     component.value = undefined
     expect(component.isUnset).toBeTruthy()
   })
+
+  it('should support a compact layout', () => {
+    component.compact = true
+    component.title = 'Test switch'
+    fixture.detectChanges()
+
+    expect(fixture.nativeElement.querySelector('.mb-3')).toBeNull()
+    expect(fixture.nativeElement.querySelector('.row')).toBeNull()
+    expect(input.getAttribute('aria-label')).toEqual('Test switch')
+  })
 })

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

@@ -25,6 +25,9 @@ export class SwitchComponent extends AbstractInputComponent<boolean> {
   @Input()
   showUnsetNote: boolean = false
 
+  @Input()
+  compact: boolean = false
+
   constructor() {
     super()
   }

src-ui/src/app/data/ui-settings.ts

@@ -24,6 +24,16 @@ export enum CollapsibleSection {
   ATTRIBUTES = 'attributes',
 }
 
+export enum HideableSidebarItemID {
+  Dashboard = 'dashboard',
+  SavedViews = 'saved_views',
+  Workflows = 'workflows',
+  Mail = 'mail',
+  Documentation = 'documentation',
+}
+
+export const HIDEABLE_SIDEBAR_ITEM_IDS = Object.values(HideableSidebarItemID)
+
 export const PAPERLESS_GREEN_HEX = '#17541f'
 
 export const SETTINGS_KEYS = {
@@ -56,6 +66,7 @@ export const SETTINGS_KEYS = {
   NOTES_ENABLED: 'general-settings:notes-enabled',
   AUDITLOG_ENABLED: 'general-settings:auditlog-enabled',
   SLIM_SIDEBAR: 'general-settings:slim-sidebar',
+  SIDEBAR_HIDDEN_ITEMS: 'general-settings:sidebar:hidden-items',
   ATTRIBUTES_SECTIONS_COLLAPSED:
     'general-settings:attributes-sections-collapsed',
   UPDATE_CHECKING_ENABLED: 'general-settings:update-checking:enabled',
@@ -127,6 +138,11 @@ export const SETTINGS: UiSetting[] = [
     type: 'boolean',
     default: false,
   },
+  {
+    key: SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS,
+    type: 'array',
+    default: [],
+  },
   {
     key: SETTINGS_KEYS.ATTRIBUTES_SECTIONS_COLLAPSED,
     type: 'array',

src-ui/src/app/services/settings.service.spec.ts

@@ -14,7 +14,11 @@ import { CustomFieldDataType } from '../data/custom-field'
 import { DEFAULT_DISPLAY_FIELDS, DisplayField } from '../data/document'
 import { SavedView } from '../data/saved-view'
 import { RemoteOCRModeConfig } from '../data/paperless-config'
-import { SETTINGS_KEYS, UiSettings } from '../data/ui-settings'
+import {
+  HideableSidebarItemID,
+  SETTINGS_KEYS,
+  UiSettings,
+} from '../data/ui-settings'
 import { PermissionsService } from './permissions.service'
 import { CustomFieldsService } from './rest/custom-fields.service'
 import { SettingsService } from './settings.service'
@@ -230,6 +234,35 @@ describe('SettingsService', () => {
     expect(notesEnabled()).toBeFalsy()
   })
 
+  it('updates sidebar item visibility', () => {
+    httpTestingController
+      .expectOne(`${environment.apiBaseUrl}ui_settings/`)
+      .flush(ui_settings)
+
+    expect(
+      settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)
+    ).toBe(false)
+
+    settingsService.updateSidebarItemVisibility(
+      HideableSidebarItemID.Workflows,
+      false
+    )
+
+    expect(
+      settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)
+    ).toBe(true)
+    expect(settingsService.get(SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS)).toEqual([])
+
+    settingsService.updateSidebarItemVisibility(
+      HideableSidebarItemID.Workflows,
+      true
+    )
+
+    expect(
+      settingsService.sidebarItemIsHidden(HideableSidebarItemID.Workflows)
+    ).toBe(false)
+  })
+
   it('updates setting signals when settings are reinitialized', () => {
     let req = httpTestingController.expectOne(
       `${environment.apiBaseUrl}ui_settings/`

src-ui/src/app/services/settings.service.ts

@@ -24,6 +24,7 @@ import { DEFAULT_DISPLAY_FIELDS, DisplayField } from '../data/document'
 import { RemoteOCRModeConfig } from '../data/paperless-config'
 import { SavedView } from '../data/saved-view'
 import {
+  HideableSidebarItemID,
   PAPERLESS_GREEN_HEX,
   SETTINGS,
   SETTINGS_KEYS,
@@ -313,6 +314,18 @@ export class SettingsService {
   readonly globalDropzoneEnabled = signal(true)
   readonly globalDropzoneActive = signal(false)
   readonly organizingSidebarSavedViews = signal(false)
+  readonly sidebarHiddenItemsEditing = signal<HideableSidebarItemID[] | null>(
+    null
+  )
+  readonly organizingSidebarItems = computed(
+    () => this.sidebarHiddenItemsEditing() !== null
+  )
+  readonly sidebarHiddenItemsEditingChanged = new EventEmitter<
+    HideableSidebarItemID[]
+  >()
+  readonly hiddenSidebarItems = this.getSignal<HideableSidebarItemID[]>(
+    SETTINGS_KEYS.SIDEBAR_HIDDEN_ITEMS
+  )
 
   readonly allDisplayFields = signal<Array<{ id: DisplayField; name: string }>>(
     DEFAULT_DISPLAY_FIELDS
@@ -749,6 +762,29 @@ export class SettingsService {
     return this.storeSettings()
   }
 
+  sidebarItemIsHidden(item: HideableSidebarItemID): boolean {
+    return (
+      this.sidebarHiddenItemsEditing() ?? this.hiddenSidebarItems()
+    ).includes(item)
+  }
+
+  updateSidebarItemVisibility(
+    item: HideableSidebarItemID,
+    visible: boolean
+  ): void {
+    const hiddenItems = new Set(
+      this.sidebarHiddenItemsEditing() ?? this.hiddenSidebarItems()
+    )
+    if (visible) {
+      hiddenItems.delete(item)
+    } else {
+      hiddenItems.add(item)
+    }
+    const updatedHiddenItems = [...hiddenItems]
+    this.sidebarHiddenItemsEditing.set(updatedHiddenItems)
+    this.sidebarHiddenItemsEditingChanged.emit(updatedHiddenItems)
+  }
+
   updateSavedViewsVisibility(
     dashboardVisibleViewIds: number[],
     sidebarVisibleViewIds: number[]

src/documents/apps.py

@@ -28,6 +28,7 @@ class DocumentsConfig(AppConfig):
         document_consumption_finished.connect(set_storage_path)
         document_consumption_finished.connect(add_to_index)
         document_consumption_finished.connect(run_workflows_added)
+        document_consumption_finished.connect(add_to_index)
         document_consumption_finished.connect(add_or_update_document_in_llm_index)
         document_updated.connect(run_workflows_updated)
         document_updated.connect(send_websocket_document_updated)

src/documents/bulk_edit.py

@@ -2,6 +2,7 @@ from __future__ import annotations
 
 import logging
 import tempfile
+import uuid
 from pathlib import Path
 from typing import TYPE_CHECKING
 from typing import Literal
@@ -298,53 +299,55 @@ def modify_custom_fields(
 ) -> Literal["OK"]:
     qs = Document.objects.filter(id__in=doc_ids).only("pk")
     affected_docs = list(qs.values_list("pk", flat=True))
-    # Ensure add_custom_fields is a list of tuples, supports old API
+    # Ensure add_custom_fields is a list of (int, value) tuples, supports old API
     add_custom_fields = (
-        add_custom_fields.items()
+        [(int(field), value) for field, value in add_custom_fields.items()]
         if isinstance(add_custom_fields, dict)
-        else [(field, None) for field in add_custom_fields]
+        else [(int(field), None) for field in add_custom_fields]
     )
 
-    custom_fields = CustomField.objects.filter(
+    # Resolved once, instead of re-querying the same field for every document
-        id__in=[int(field) for field, _ in add_custom_fields],
+    custom_fields_by_id: dict[int, CustomField] = CustomField.objects.in_bulk(
-    ).distinct()
+        [field_id for field_id, _ in add_custom_fields],
+    )
+    # Passed to update_or_create() below rather than a bare id, so the FK is
+    # cached on the created instance and auditlog's post_save receiver does
+    # not reload it per row. Only needed for additions. content is deferred:
+    # the one field here that is both large and unused.
+    docs_by_id: dict[int, Document] = (
+        Document.objects.defer("content").in_bulk(affected_docs)
+        if add_custom_fields
+        else {}
+    )
     for field_id, value in add_custom_fields:
-        for doc_id in affected_docs:
+        custom_field = custom_fields_by_id[field_id]
-            defaults = {}
-            custom_field = custom_fields.get(id=field_id)
-            if custom_field:
         value_field = CustomFieldInstance.TYPE_TO_DATA_STORE_NAME_MAP[
             custom_field.data_type
         ]
-                defaults[value_field] = value
+        is_doclink = custom_field.data_type == CustomField.FieldDataType.DOCUMENTLINK
-                if (
+        for doc_id in affected_docs:
-                    custom_field.data_type == CustomField.FieldDataType.DOCUMENTLINK
+            if is_doclink and value and doc_id in value:
-                    and value
-                    and doc_id in value
-                ):
                 # Prevent self-linking
                 continue
             CustomFieldInstance.objects.update_or_create(
-                document_id=doc_id,
+                document=docs_by_id[doc_id],
-                field_id=field_id,
+                field=custom_field,
-                defaults=defaults,
+                defaults={value_field: value},
             )
-            if custom_field.data_type == CustomField.FieldDataType.DOCUMENTLINK:
+            if is_doclink:
-                doc = Document.objects.get(id=doc_id)
+                reflect_doclinks(docs_by_id[doc_id], custom_field, value)
-                reflect_doclinks(doc, custom_field, value)
 
-    # For doc link fields that are being removed, remove symmetrical links
+    # For doc link fields that are being removed, remove symmetrical links.
+    # select_related avoids a per-instance reload of the document and field.
     for doclink_being_removed_instance in CustomFieldInstance.objects.filter(
         document_id__in=affected_docs,
         field__id__in=remove_custom_fields,
         field__data_type=CustomField.FieldDataType.DOCUMENTLINK,
         value_document_ids__isnull=False,
-    ):
+    ).select_related("field", "document"):
         for target_doc_id in doclink_being_removed_instance.value:
             remove_doclink(
-                document=Document.objects.get(
+                document=doclink_being_removed_instance.document,
-                    id=doclink_being_removed_instance.document.id,
-                ),
                 field=doclink_being_removed_instance.field,
                 target_doc_id=target_doc_id,
             )
@@ -379,7 +382,7 @@ def delete(doc_ids: list[int]) -> Literal["OK"]:
         )
         delete_ids = list({*doc_ids, *version_ids})
 
-        Document.objects.filter(id__in=delete_ids).delete()
+        Document.objects.filter(id__in=delete_ids).delete(transaction_id=uuid.uuid4())
 
         from documents.search import get_backend
 
@@ -1177,10 +1180,13 @@ def remove_doclink(
     """
     Removes a 'symmetrical' link to `document` from the target document's existing custom field instance
     """
-    target_doc_field_instance = CustomFieldInstance.objects.filter(
+    # select_related: a signal receiver (auditlog) touches .document/.field on
-        document_id=target_doc_id,
+    # the save() below, without this that is a per-call reload query
-        field=field,
+    target_doc_field_instance = (
-    ).first()
+        CustomFieldInstance.objects.filter(document_id=target_doc_id, field=field)
+        .select_related("document", "field")
+        .first()
+    )
     if (
         target_doc_field_instance is not None
         and document.id in target_doc_field_instance.value

src/documents/classifier.py

@@ -34,6 +34,27 @@ from paperless.signed_pickle import signed_pickle_loads
 
 logger = logging.getLogger("paperless.classifier")
 
+
+def _predict_with_threshold(classifier, X, threshold: float) -> int | None:
+    """
+    Return the predicted class id, or None if:
+    - the prediction is -1 (no match), or
+    - the winning class probability is below the configured threshold.
+
+    Using predict_proba() instead of predict() lets us apply a minimum-confidence
+    cutoff so that uncertain predictions are discarded rather than assigned.
+    """
+    probas = classifier.predict_proba(X)[0]
+    best_idx = int(probas.argmax())
+    best_class = int(classifier.classes_[best_idx])
+
+    if best_class == -1:
+        return None
+    if threshold > 0.0 and probas[best_idx] < threshold:
+        return None
+    return best_class
+
+
 ADVANCED_TEXT_PROCESSING_ENABLED = (
     settings.NLTK_LANGUAGE is not None and settings.NLTK_ENABLED
 )
@@ -102,7 +123,8 @@ class DocumentClassifier:
     # v8 - Added storage path classifier
     # v9 - Changed from hashing to time/ids for re-train check
     # v10 - HMAC-signed model file
-    FORMAT_VERSION = 10
+    # v11 - Use sample_weight for balanced training; predict_proba with threshold
+    FORMAT_VERSION = 11
 
     HMAC_SIZE = 32  # SHA-256 digest length
 
@@ -324,6 +346,13 @@ class DocumentClassifier:
         from sklearn.preprocessing import LabelBinarizer
         from sklearn.preprocessing import MultiLabelBinarizer
 
+        # MLPClassifier does not support class_weight directly
+        # (https://github.com/scikit-learn/scikit-learn/issues/9113), so we use
+        # compute_sample_weight to balance classes during training and prevent
+        # over-represented correspondents from dominating predictions.
+        # https://scikit-learn.org/stable/modules/generated/sklearn.utils.class_weight.compute_sample_weight.html
+        from sklearn.utils.class_weight import compute_sample_weight
+
         # Step 2: vectorize data
         logger.debug("Vectorizing data...")
         notify("Vectorizing document content...")
@@ -369,7 +398,7 @@ class DocumentClassifier:
                 self.tags_binarizer = MultiLabelBinarizer()
                 labels_tags_vectorized = self.tags_binarizer.fit_transform(labels_tags)
 
-            self.tags_classifier = MLPClassifier(tol=0.01)
+            self.tags_classifier = MLPClassifier(tol=0.01, random_state=0)
             self.tags_classifier.fit(data_vectorized, labels_tags_vectorized)
         else:
             self.tags_classifier = None
@@ -380,8 +409,12 @@ class DocumentClassifier:
             notify(
                 f"Training correspondent classifier ({num_correspondents} correspondent(s))...",
             )
-            self.correspondent_classifier = MLPClassifier(tol=0.01)
+            self.correspondent_classifier = MLPClassifier(tol=0.01, random_state=0)
-            self.correspondent_classifier.fit(data_vectorized, labels_correspondent)
+            self.correspondent_classifier.fit(
+                data_vectorized,
+                labels_correspondent,
+                sample_weight=compute_sample_weight("balanced", labels_correspondent),
+            )
         else:
             self.correspondent_classifier = None
             logger.debug(
@@ -393,8 +426,12 @@ class DocumentClassifier:
             notify(
                 f"Training document type classifier ({num_document_types} type(s))...",
             )
-            self.document_type_classifier = MLPClassifier(tol=0.01)
+            self.document_type_classifier = MLPClassifier(tol=0.01, random_state=0)
-            self.document_type_classifier.fit(data_vectorized, labels_document_type)
+            self.document_type_classifier.fit(
+                data_vectorized,
+                labels_document_type,
+                sample_weight=compute_sample_weight("balanced", labels_document_type),
+            )
         else:
             self.document_type_classifier = None
             logger.debug(
@@ -406,10 +443,11 @@ class DocumentClassifier:
                 "Training storage paths classifier...",
             )
             notify(f"Training storage path classifier ({num_storage_paths} path(s))...")
-            self.storage_path_classifier = MLPClassifier(tol=0.01)
+            self.storage_path_classifier = MLPClassifier(tol=0.01, random_state=0)
             self.storage_path_classifier.fit(
                 data_vectorized,
                 labels_storage_path,
+                sample_weight=compute_sample_weight("balanced", labels_storage_path),
             )
         else:
             self.storage_path_classifier = None
@@ -546,23 +584,23 @@ class DocumentClassifier:
     def predict_correspondent(self, content: str) -> int | None:
         if self.correspondent_classifier:
             X = self._vectorize(content)
-            correspondent_id = self.correspondent_classifier.predict(X)
+            predicted_id = _predict_with_threshold(
-            if correspondent_id != -1:
+                self.correspondent_classifier,
-                return correspondent_id
+                X,
-            else:
+                settings.CLASSIFIER_MATCH_THRESHOLD,
-                return None
+            )
-        else:
+            return predicted_id
         return None
 
     def predict_document_type(self, content: str) -> int | None:
         if self.document_type_classifier:
             X = self._vectorize(content)
-            document_type_id = self.document_type_classifier.predict(X)
+            predicted_id = _predict_with_threshold(
-            if document_type_id != -1:
+                self.document_type_classifier,
-                return document_type_id
+                X,
-            else:
+                settings.CLASSIFIER_MATCH_THRESHOLD,
-                return None
+            )
-        else:
+            return predicted_id
         return None
 
     def predict_tags(self, content: str) -> list[int]:
@@ -589,10 +627,10 @@ class DocumentClassifier:
     def predict_storage_path(self, content: str) -> int | None:
         if self.storage_path_classifier:
             X = self._vectorize(content)
-            storage_path_id = self.storage_path_classifier.predict(X)
+            predicted_id = _predict_with_threshold(
-            if storage_path_id != -1:
+                self.storage_path_classifier,
-                return storage_path_id
+                X,
-            else:
+                settings.CLASSIFIER_MATCH_THRESHOLD,
-                return None
+            )
-        else:
+            return predicted_id
         return None

src/documents/consumer.py

@@ -52,7 +52,6 @@ from documents.templating.workflows import parse_w_workflow_placeholders
 from documents.utils import compute_checksum
 from documents.utils import copy_basic_file_stats
 from documents.utils import copy_file_with_basic_stats
-from documents.utils import normalize_unicode
 from documents.utils import run_subprocess
 from paperless.config import OcrConfig
 from paperless.config import RemoteOCRConfig
@@ -202,9 +201,7 @@ class ConsumerPluginMixin:
 
         self.renew_logging_group()
 
-        self.filename = normalize_unicode(
+        self.filename = self.metadata.filename or self.input_doc.original_file.name
-            self.metadata.filename or self.input_doc.original_file.name,
-        )
 
     def _send_progress(
         self,

src/documents/management/commands/document_consumer.py

@@ -156,6 +156,15 @@ class FileStabilityTracker:
                     logger.debug(f"File disappeared during stability check: {path}")
                 continue
 
+            # Stable, but empty: some scanners create a zero byte placeholder
+            # and only write the page some time later. Consuming it now can
+            # only fail  so drop it and let the writer's next event
+            # (or the periodic rescan) bring it back once it has content
+            if not tracked.last_size:
+                to_remove.append(path)
+                logger.debug("Ignoring stable but empty file: %s", path)
+                continue
+
             # File is stable, we can return it
             to_yield.append(path)
             logger.info(f"File is stable: {path}")

src/documents/matching.py

@@ -21,7 +21,6 @@ from documents.models import Workflow
 from documents.models import WorkflowTrigger
 from documents.permissions import permitted_object_ids
 from documents.regex import safe_regex_search
-from documents.utils import normalize_unicode
 
 if TYPE_CHECKING:
     from django.db.models import QuerySet
@@ -312,12 +311,11 @@ def consumable_document_matches_workflow(
         trigger_matched = False
 
     # Document filename vs trigger filename
-    document_filename = normalize_unicode(document.original_file.name)
     if (
         trigger.filter_filename is not None
         and len(trigger.filter_filename) > 0
         and not fnmatch(
-            document_filename.lower(),
+            document.original_file.name.lower(),
             trigger.filter_filename.lower(),
         )
     ):
@@ -330,12 +328,10 @@ def consumable_document_matches_workflow(
     # Document path vs trigger path
 
     # Use the original_path if set, else us the original_file
-    match_against = normalize_unicode(
+    match_against = (
-        str(
         document.original_path
         if document.original_path is not None
-            else document.original_file,
+        else document.original_file
-        ),
     )
 
     if (
@@ -540,7 +536,7 @@ def existing_document_matches_workflow(
         and len(trigger.filter_filename) > 0
         and document.original_filename is not None
         and not fnmatch(
-            normalize_unicode(document.original_filename).lower(),
+            document.original_filename.lower(),
             trigger.filter_filename.lower(),
         )
     ):

src/documents/models.py

@@ -1,4 +1,5 @@
 import datetime
+import uuid
 from pathlib import Path
 from typing import Final
 
@@ -27,7 +28,6 @@ from django_softdelete.models import SoftDeleteModel
 
 from documents.data_models import DocumentSource
 from documents.parsers import get_default_file_extension
-from documents.utils import normalize_unicode
 
 
 class ModelWithOwner(models.Model):
@@ -375,6 +375,7 @@ 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
 
@@ -384,6 +385,19 @@ 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")
@@ -468,7 +482,7 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
         context_document = (
             self.root_document if self.root_document_id is not None else self
         )
-        result = normalize_unicode(str(context_document))
+        result = str(context_document)
 
         if counter:
             result += f"_{counter:02}"
@@ -515,13 +529,20 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
     def delete(
         self,
         *args,
+        transaction_id=None,
         **kwargs,
     ):
-        # If deleting a root document, move all its versions to trash as well.
+        # Versions must share the root's transaction ID so they are restored
+        # together by django-softdelete.
+        if transaction_id is None:
+            transaction_id = uuid.uuid4()
         if self.root_document_id is None:
-            Document.objects.filter(root_document=self).delete()
+            Document.objects.filter(root_document=self).delete(
+                transaction_id=transaction_id,
+            )
         return super().delete(
             *args,
+            transaction_id=transaction_id,
             **kwargs,
         )
 

src/documents/serialisers.py

@@ -87,9 +87,9 @@ from documents.regex import validate_regex_pattern
 from documents.templating.filepath import validate_filepath_template_and_render
 from documents.templating.utils import convert_format_str_to_template_format
 from documents.templating.workflows import validate_workflow_template
-from documents.utils import normalize_unicode
 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:
@@ -1153,8 +1153,14 @@ class DocumentSerializer(
 
     def to_representation(self, instance):
         doc = super().to_representation(instance)
-        if "content" in self.fields and hasattr(instance, "effective_content"):
+        if "content" in self.fields and has_prefetched_effective_content(instance):
-            doc["content"] = getattr(instance, "effective_content") or ""
+            # Only resolve version-aware content when it's cheap: an SQL
+            # 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
@@ -1248,30 +1254,31 @@ class DocumentSerializer(
 
             validated_data["tags"] = list(final_tags)
         if validated_data.get("remove_inbox_tags"):
-            tag_ids_being_added = (
+            current_tag_ids = {t.pk for t in instance.tags.all()}
-                [
+            tags = (
-                    tag.id
+                validated_data["tags"]
-                    for tag in validated_data["tags"]
-                    if tag not in instance.tags.all()
-                ]
                 if "tags" in validated_data
-                else []
+                else list(instance.tags.all())
             )
-            inbox_tags_not_being_added = Tag.objects.filter(is_inbox_tag=True).exclude(
+
-                id__in=tag_ids_being_added,
+            # Tags newly added in this update, plus their ancestors, are kept
-            )
+            keep_ids: set[int] = set()
-            if "tags" in validated_data:
+            for tag in tags:
-                validated_data["tags"] = [
+                if tag.pk not in current_tag_ids:
-                    tag
+                    keep_ids.add(tag.pk)
-                    for tag in validated_data["tags"]
+                    keep_ids.update(int(pk) for pk in tag.get_ancestors_pks())
-                    if tag not in inbox_tags_not_being_added
+
-                ]
+            # Remove inbox tags and their descendants, except those being kept
-            else:
+            remove_ids: set[int] = set()
-                validated_data["tags"] = [
+            for inbox_tag in (
-                    tag
+                Tag.objects.filter(is_inbox_tag=True)
-                    for tag in instance.tags.all()
+                .exclude(pk__in=keep_ids)
-                    if tag not in inbox_tags_not_being_added
+                .only("pk", "tn_descendants_pks")
-                ]
+            ):
+                remove_ids.add(inbox_tag.pk)
+                remove_ids.update(int(pk) for pk in inbox_tag.get_descendants_pks())
+
+            validated_data["tags"] = [t for t in tags if t.pk not in remove_ids]
 
         if settings.AUDIT_LOG_ENABLED:
             with set_actor(self.user):
@@ -3121,13 +3128,6 @@ class WorkflowTriggerSerializer(serializers.ModelSerializer[WorkflowTrigger]):
         ):
             attrs["filter_path"] = None
 
-        # Normalize once at write time, since these are matched against many
-        # documents but edited rarely
-        if attrs.get("filter_filename") is not None:
-            attrs["filter_filename"] = normalize_unicode(attrs["filter_filename"])
-        if attrs.get("filter_path") is not None:
-            attrs["filter_path"] = normalize_unicode(attrs["filter_path"])
-
         if (
             "filter_custom_field_query" in attrs
             and attrs["filter_custom_field_query"] is not None

src/documents/templating/filepath.py

@@ -1,6 +1,7 @@
 import logging
 import os
 import re
+import unicodedata
 from collections.abc import Iterable
 from pathlib import PurePath
 
@@ -25,7 +26,6 @@ from documents.templating.environment import _template_environment
 from documents.templating.filters import format_datetime
 from documents.templating.filters import get_cf_value
 from documents.templating.filters import localize_date
-from documents.utils import normalize_unicode
 
 logger = logging.getLogger("paperless.templating")
 
@@ -42,7 +42,7 @@ class FilePathTemplate(Template):
             3. Removing extra spaces before and after forward slashes
             4. Preserving spaces in other parts of the path
             """
-            value = normalize_unicode(value)
+            value = unicodedata.normalize("NFC", value)
             value = value.replace("\n", "").replace("\r", "")
             value = re.sub(r"\s*/\s*", "/", value)
 
@@ -184,17 +184,17 @@ def get_basic_metadata_context(
     """
     return {
         "title": pathvalidate.sanitize_filename(
-            normalize_unicode(document.title),
+            unicodedata.normalize("NFC", document.title),
             replacement_text="-",
         ),
         "correspondent": pathvalidate.sanitize_filename(
-            normalize_unicode(document.correspondent.name),
+            unicodedata.normalize("NFC", document.correspondent.name),
             replacement_text="-",
         )
         if document.correspondent
         else no_value_default,
         "document_type": pathvalidate.sanitize_filename(
-            normalize_unicode(document.document_type.name),
+            unicodedata.normalize("NFC", document.document_type.name),
             replacement_text="-",
         )
         if document.document_type
@@ -205,7 +205,8 @@ def get_basic_metadata_context(
         "owner_username": document.owner.username
         if document.owner
         else no_value_default,
-        "original_name": normalize_unicode(
+        "original_name": unicodedata.normalize(
+            "NFC",
             PurePath(document.original_filename).with_suffix("").name,
         )
         if document.original_filename
@@ -274,12 +275,12 @@ def get_tags_context(tags: Iterable[Tag]) -> dict[str, str | list[str]]:
     return {
         "tag_list": pathvalidate.sanitize_filename(
             ",".join(
-                sorted(normalize_unicode(tag.name) for tag in tags),
+                sorted(unicodedata.normalize("NFC", tag.name) for tag in tags),
             ),
             replacement_text="-",
         ),
         # Assumed to be ordered, but a template could loop through to find what they want
-        "tag_name_list": [normalize_unicode(x.name) for x in tags],
+        "tag_name_list": [unicodedata.normalize("NFC", x.name) for x in tags],
     }
 
 
@@ -306,7 +307,7 @@ def get_custom_fields_context(
             CustomField.FieldDataType.LONG_TEXT,
         }:
             value = pathvalidate.sanitize_filename(
-                normalize_unicode(field_instance.value),
+                unicodedata.normalize("NFC", field_instance.value),
                 replacement_text="-",
             )
         elif (
@@ -315,7 +316,8 @@ def get_custom_fields_context(
         ):
             options = field_instance.field.extra_data["select_options"]
             value = pathvalidate.sanitize_filename(
-                normalize_unicode(
+                unicodedata.normalize(
+                    "NFC",
                     next(
                         option["label"]
                         for option in options
@@ -328,7 +330,7 @@ def get_custom_fields_context(
             value = field_instance.value
         field_data["custom_fields"][
             pathvalidate.sanitize_filename(
-                normalize_unicode(field_instance.field.name),
+                unicodedata.normalize("NFC", field_instance.field.name),
                 replacement_text="-",
             )
         ] = {

src/documents/tests/test_api_trash.py

@@ -207,3 +207,65 @@ class TestTrashAPI(DirectoriesMixin, APITestCase):
         )
         self.assertEqual(resp.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertIn("have not yet been deleted", resp.data["documents"][0])
+
+    def _make_versioned_document(self) -> tuple[Document, list[Document]]:
+        root = Document.objects.create(
+            title="root",
+            content="root-content",
+            checksum="root",
+            mime_type="application/pdf",
+        )
+        versions = [
+            Document.objects.create(
+                title=f"v{index}",
+                content=f"v{index}-content",
+                checksum=f"v{index}",
+                mime_type="application/pdf",
+                root_document=root,
+                version_index=index,
+            )
+            for index in range(1, 3)
+        ]
+        return root, versions
+
+    def test_api_trash_restore_document_restores_its_versions(self) -> None:
+        """
+        GIVEN:
+            - Existing document with two versions
+        WHEN:
+            - API request to delete the document
+            - API request to restore it from the trash
+        THEN:
+            - Only the document itself is listed in the trash
+            - A version cannot be restored without its root
+            - The document is restored together with all of its versions
+        """
+        root, versions = self._make_versioned_document()
+
+        self.client.force_login(user=self.user)
+        self.client.delete(f"/api/documents/{root.pk}/")
+        self.assertEqual(Document.deleted_objects.count(), 3)
+
+        resp = self.client.get("/api/trash/")
+        self.assertEqual(resp.status_code, status.HTTP_200_OK)
+        self.assertEqual(resp.data["count"], 1)
+        self.assertEqual(resp.data["results"][0]["id"], root.pk)
+
+        # A version cannot be restored while its root remains in the trash.
+        resp = self.client.post(
+            "/api/trash/",
+            {"action": "restore", "documents": [versions[0].pk]},
+        )
+        self.assertEqual(resp.status_code, status.HTTP_400_BAD_REQUEST)
+        self.assertIn("Restore the root document", resp.data["documents"][0])
+
+        resp = self.client.post(
+            "/api/trash/",
+            {"action": "restore", "documents": [root.pk]},
+        )
+        self.assertEqual(resp.status_code, status.HTTP_200_OK)
+        self.assertEqual(Document.deleted_objects.count(), 0)
+        self.assertCountEqual(
+            Document.objects.filter(root_document=root).values_list("id", flat=True),
+            [version.pk for version in versions],
+        )

src/documents/tests/test_api_update_version_nfc.py

@@ -1,69 +0,0 @@
-import unicodedata
-from typing import TYPE_CHECKING
-from unittest import mock
-
-import celery.result
-import pytest
-from django.core.files.uploadedfile import SimpleUploadedFile
-
-from documents.models import Document
-
-if TYPE_CHECKING:
-    from documents.data_models import ConsumableDocument
-
-
-@pytest.fixture()
-def consume_file_mock():
-    with mock.patch("documents.tasks.consume_file.apply_async") as m:
-        m.return_value = celery.result.AsyncResult(id="test-task-id")
-        yield m
-
-
-@pytest.fixture()
-def directories(tmp_path, settings, _media_settings):
-    scratch = tmp_path / "scratch"
-    scratch.mkdir()
-    settings.SCRATCH_DIR = scratch
-    return scratch
-
-
-@pytest.mark.django_db
-class TestUpdateVersionNFCNormalization:
-    def test_nfd_filename_normalized_to_nfc(
-        self,
-        admin_client,
-        consume_file_mock: mock.MagicMock,
-        directories,
-    ):
-        """Uploaded new-version file with NFD filename must have its temp name stored as NFC."""
-        document = Document.objects.create(
-            title="Test",
-            content="content",
-            checksum="checksum",
-            mime_type="application/pdf",
-        )
-
-        nfd = unicodedata.normalize("NFD", "Rechnung März.pdf")
-        nfc = unicodedata.normalize("NFC", "Rechnung März.pdf")
-
-        assert nfd != nfc
-
-        uploaded = SimpleUploadedFile(
-            nfd,
-            b"%PDF-1.4 test",
-            content_type="application/pdf",
-        )
-        response = admin_client.post(
-            f"/api/documents/{document.pk}/update_version/",
-            {"document": uploaded},
-        )
-
-        assert response.status_code == 200
-
-        task_kwargs = consume_file_mock.call_args.kwargs["kwargs"]
-        input_doc: ConsumableDocument = task_kwargs["input_doc"]
-
-        assert input_doc.original_file.name == nfc, (
-            f"Expected NFC filename {nfc!r}, got {input_doc.original_file.name!r}"
-        )
-        assert unicodedata.is_normalized("NFC", input_doc.original_file.name)

src/documents/tests/test_bulk_edit.py

@@ -392,6 +392,11 @@ class TestBulkEdit(DirectoriesMixin, TestCase):
         self.assertFalse(Document.objects.filter(id=self.doc1.id).exists())
         self.assertFalse(Document.objects.filter(id=version.id).exists())
 
+        Document.deleted_objects.get(id=self.doc1.id).restore(strict=False)
+
+        self.assertTrue(Document.objects.filter(id=self.doc1.id).exists())
+        self.assertTrue(Document.objects.filter(id=version.id).exists())
+
     def test_delete_version_document_keeps_root(self) -> None:
         version = Document.objects.create(
             checksum="A-v1",

src/documents/tests/test_classifier.py

@@ -3,6 +3,7 @@ import warnings
 from pathlib import Path
 from unittest import mock
 
+import numpy as np
 import pytest
 from django.conf import settings
 from django.test import TestCase
@@ -11,6 +12,7 @@ from django.test import override_settings
 from documents.classifier import ClassifierModelCorruptError
 from documents.classifier import DocumentClassifier
 from documents.classifier import IncompatibleClassifierVersionError
+from documents.classifier import _predict_with_threshold
 from documents.classifier import load_classifier
 from documents.models import Correspondent
 from documents.models import Document
@@ -625,6 +627,103 @@ class TestClassifier(DirectoriesMixin, TestCase):
         self.assertEqual(self.classifier.predict_storage_path(doc1.content), sp.pk)
         self.assertIsNone(self.classifier.predict_storage_path(doc2.content))
 
+    def test_predict_rejects_prediction_below_match_threshold(self) -> None:
+        """
+        GIVEN:
+            - Classifiers trained against test data with confident predictions
+        WHEN:
+            - CLASSIFIER_MATCH_THRESHOLD exceeds the model's confidence
+        THEN:
+            - Every predict_* method discards the match in favor of no match
+        """
+        c1 = Correspondent.objects.create(
+            name="c1",
+            matching_algorithm=Correspondent.MATCH_AUTO,
+        )
+        dt1 = DocumentType.objects.create(
+            name="dt1",
+            matching_algorithm=DocumentType.MATCH_AUTO,
+        )
+        sp1 = StoragePath.objects.create(
+            name="sp1",
+            matching_algorithm=StoragePath.MATCH_AUTO,
+        )
+
+        doc1 = Document.objects.create(
+            title="doc1",
+            content="this is a document from c1",
+            correspondent=c1,
+            document_type=dt1,
+            storage_path=sp1,
+            checksum="A",
+        )
+        Document.objects.create(
+            title="doc2",
+            content="this is a document from no one",
+            checksum="B",
+        )
+
+        self.classifier.train()
+
+        predictors = {
+            "correspondent": self.classifier.predict_correspondent,
+            "document_type": self.classifier.predict_document_type,
+            "storage_path": self.classifier.predict_storage_path,
+        }
+        # No real prediction can reach a confidence this high, so this
+        # isolates the threshold check from the model's actual output.
+        with override_settings(CLASSIFIER_MATCH_THRESHOLD=0.999999):
+            for name, predict in predictors.items():
+                with self.subTest(field=name):
+                    self.assertIsNone(predict(doc1.content))
+
+    def test_train_uses_balanced_sample_weight(self) -> None:
+        """
+        GIVEN:
+            - A training set with correspondents, document types and storage paths
+        WHEN:
+            - The classifier is trained
+        THEN:
+            - Each MLP classifier is fit with balanced sample weights, so that
+              over-represented classes don't dominate predictions
+        """
+        c1 = Correspondent.objects.create(
+            name="c1",
+            matching_algorithm=Correspondent.MATCH_AUTO,
+        )
+        dt1 = DocumentType.objects.create(
+            name="dt1",
+            matching_algorithm=DocumentType.MATCH_AUTO,
+        )
+        sp1 = StoragePath.objects.create(
+            name="sp1",
+            matching_algorithm=StoragePath.MATCH_AUTO,
+        )
+
+        Document.objects.create(
+            title="doc1",
+            content="this is a document from c1",
+            correspondent=c1,
+            document_type=dt1,
+            storage_path=sp1,
+            checksum="A",
+        )
+        Document.objects.create(
+            title="doc2",
+            content="this is a document from no one",
+            checksum="B",
+        )
+
+        with mock.patch(
+            "sklearn.utils.class_weight.compute_sample_weight",
+            return_value=None,
+        ) as mocked_compute_sample_weight:
+            self.classifier.train()
+
+        self.assertEqual(mocked_compute_sample_weight.call_count, 3)
+        for call in mocked_compute_sample_weight.call_args_list:
+            self.assertEqual(call.args[0], "balanced")
+
     def test_one_tag_predict(self) -> None:
         t1 = Tag.objects.create(name="t1", matching_algorithm=Tag.MATCH_AUTO, pk=12)
 
@@ -810,6 +909,52 @@ class TestClassifier(DirectoriesMixin, TestCase):
             load_classifier(raise_exception=True)
 
 
+class _StubProbaClassifier:
+    """
+    A fake scikit-learn classifier exposing just enough of the API for
+    `_predict_with_threshold`: `classes_` and `predict_proba`.
+    """
+
+    def __init__(self, classes: list[int], probabilities: list[float]) -> None:
+        self.classes_ = np.array(classes)
+        self._probabilities = np.array([probabilities])
+
+    def predict_proba(self, X) -> np.ndarray:
+        return self._probabilities
+
+
+@pytest.mark.parametrize(
+    ("classes", "probabilities", "threshold", "expected"),
+    [
+        # confident prediction above the threshold is returned
+        ([-1, 3], [0.1, 0.9], 0.6, 3),
+        # prediction below the threshold is discarded
+        ([-1, 3], [0.45, 0.55], 0.6, None),
+        # boundary: exactly at the threshold is accepted, not discarded
+        ([-1, 3], [0.4, 0.6], 0.6, 3),
+        # the winning class is the "no match" pseudo-class, regardless of its
+        # own confidence
+        ([-1, 3], [0.99, 0.01], 0.0, None),
+        # threshold of 0.0 disables the confidence check entirely
+        ([-1, 3], [0.45, 0.55], 0.0, 3),
+    ],
+)
+def test_predict_with_threshold(classes, probabilities, threshold, expected) -> None:
+    classifier = _StubProbaClassifier(classes, probabilities)
+    result = _predict_with_threshold(classifier, X=None, threshold=threshold)
+    assert result == expected
+
+
+def test_classifier_match_threshold_default() -> None:
+    """
+    GIVEN:
+        - No PAPERLESS_CLASSIFIER_MATCH_THRESHOLD environment variable is set
+    THEN:
+        - The classifier match threshold defaults to 0.6
+    """
+    assert settings.CLASSIFIER_MATCH_THRESHOLD == 0.6
+
+
 def test_preprocess_content() -> None:
     """
     GIVEN:

src/documents/tests/test_document_list_effective_content_annotation.py

@@ -0,0 +1,457 @@
+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
+        WHEN:
+            - Checking whether the effective_content annotation is needed
+        THEN:
+            - It is needed only for requests that actually filter on it
+        """
+        view = DocumentViewSet()
+        view.request = SimpleNamespace(query_params=params)
+
+        assert view._needs_effective_content_annotation() is expected
+
+
+class TestNeedsEffectiveContentPrefetch:
+    """
+    DocumentViewSet._needs_effective_content_prefetch() decides whether the
+    single-version content prefetch is worth attaching. It has to read the
+    `fields` param exactly the way get_serializer() does, or a request whose
+    response includes content ends up without the prefetch and pays
+    get_effective_content()'s per-instance fallback instead.
+    """
+
+    @pytest.mark.parametrize(
+        ("params", "expected"),
+        [
+            pytest.param({}, True, id="no-fields-param-keeps-every-field"),
+            pytest.param({"fields": ""}, True, id="blank-fields-keeps-every-field"),
+            pytest.param(
+                {"fields": "id,content"},
+                True,
+                id="content-among-requested-fields",
+            ),
+            pytest.param({"fields": "content"}, True, id="content-only"),
+            pytest.param({"fields": "id"}, False, id="content-not-requested"),
+            pytest.param(
+                {"fields": "id,title"},
+                False,
+                id="several-fields-without-content",
+            ),
+        ],
+    )
+    def test_detects_whether_content_can_reach_the_response(
+        self,
+        params: dict[str, str],
+        expected: bool,  # noqa: FBT001
+    ) -> None:
+        """
+        GIVEN:
+            - A view bound to a request carrying the given query params
+        WHEN:
+            - Checking whether the content prefetch is needed
+        THEN:
+            - It is needed exactly when get_serializer() would emit content,
+              which treats a blank `fields` the same as an absent one
+        """
+        view = DocumentViewSet()
+        view.request = SimpleNamespace(query_params=params)
+
+        assert view._needs_effective_content_prefetch() 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
+        WHEN:
+            - Listing documents with no search/content-filter param
+        THEN:
+            - The response still reflects the latest version's content
+            - The database never evaluates effective_content per row
+        """
+        root = DocumentFactory(content="old-root-content")
+        DocumentFactory(
+            root_document=root,
+            version_index=1,
+            content="new-version-content",
+        )
+
+        with CaptureQueriesContext(connection) as ctx:
+            response = admin_client.get("/api/documents/?fields=id,content")
+
+        assert response.status_code == status.HTTP_200_OK
+        assert response.data["results"] == [
+            {"id": root.id, "content": "new-version-content"},
+        ]
+        assert not any(
+            "effective_content" in query["sql"] for query in ctx.captured_queries
+        )
+
+    @pytest.mark.parametrize(
+        "fields_param",
+        [
+            pytest.param("", id="blank-fields"),
+            pytest.param("id,content", id="content-requested"),
+        ],
+    )
+    def test_content_resolves_without_a_query_per_document(
+        self,
+        admin_client: APIClient,
+        fields_param: str,
+    ) -> None:
+        """
+        GIVEN:
+            - One versioned root document, then two more
+        WHEN:
+            - Listing documents with a `fields` param that keeps content
+        THEN:
+            - Every root's content resolves to its latest version's
+            - The query count does not grow with the number of documents,
+              i.e. a blank `fields` does not skip the prefetch and fall back
+              to loading each root's deferred version content
+        """
+        first = DocumentFactory(content="first-root-content")
+        DocumentFactory(
+            root_document=first,
+            version_index=1,
+            content="first-version-content",
+        )
+
+        with CaptureQueriesContext(connection) as one_document:
+            response = admin_client.get(f"/api/documents/?fields={fields_param}")
+
+        assert response.status_code == status.HTTP_200_OK
+        assert [r["content"] for r in response.data["results"]] == [
+            "first-version-content",
+        ]
+
+        for index in range(2):
+            root = DocumentFactory(content=f"root-content-{index}")
+            DocumentFactory(
+                root_document=root,
+                version_index=1,
+                content=f"version-content-{index}",
+            )
+        with CaptureQueriesContext(connection) as three_documents:
+            response = admin_client.get(f"/api/documents/?fields={fields_param}")
+
+        assert response.status_code == status.HTTP_200_OK
+        assert sorted(r["content"] for r in response.data["results"]) == [
+            "first-version-content",
+            "version-content-0",
+            "version-content-1",
+        ]
+        assert len(_get_document_queries(three_documents)) == len(
+            _get_document_queries(one_document),
+        )
+
+    def test_list_without_content_field_skips_prefetch_and_omits_content(
+        self,
+        admin_client: APIClient,
+    ) -> None:
+        """
+        GIVEN:
+            - A versioned root document
+        WHEN:
+            - Listing documents without asking for content
+        THEN:
+            - Content is neither serialized nor resolved
+            - Nothing pays for the prefetch or the per-instance fallback
+        """
+        root = DocumentFactory(content="root-content")
+        DocumentFactory(
+            root_document=root,
+            version_index=1,
+            content="version-content",
+        )
+
+        with CaptureQueriesContext(connection) as ctx:
+            response = admin_client.get("/api/documents/?fields=id")
+
+        assert response.status_code == status.HTTP_200_OK
+        assert response.data["results"] == [{"id": root.id}]
+        assert _get_effective_content_fallback_queries(ctx) == []
+        # Only the list query itself reads a content column: no extra query
+        # for the skipped prefetch, none for a per-instance fallback
+        content_queries = [
+            query
+            for query in ctx.captured_queries
+            if '"documents_document"."content"' in query["sql"]
+        ]
+        assert len(content_queries) == 1
+
+    def test_latest_version_content_prefetch_carries_only_the_newest_version(
+        self,
+    ) -> None:
+        """
+        GIVEN:
+            - A root document with two versions
+        WHEN:
+            - Fetching the root through latest_version_content_prefetch()
+        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)
+        """
+        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",
+        )
+
+        fetched_root = (
+            Document.objects.filter(pk=root.pk)
+            .prefetch_related(
+                latest_version_content_prefetch(),
+            )
+            .get()
+        )
+
+        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:
+        """
+        GIVEN:
+            - A document the ORM never annotated or prefetched for
+        WHEN:
+            - Asking whether its effective content is already resolved
+        THEN:
+            - It is not, so the serializer must leave it alone
+        """
+        document = DocumentFactory.build()
+
+        assert has_prefetched_effective_content(document) is False
+
+    def test_true_with_effective_content_annotation(self) -> None:
+        """
+        GIVEN:
+            - A document carrying the queryset's effective_content annotation
+        WHEN:
+            - Asking whether its effective content is already resolved
+        THEN:
+            - It is, straight off the annotation
+        """
+        document = DocumentFactory.build()
+        document.effective_content = "resolved"
+
+        assert has_prefetched_effective_content(document) is True
+
+    def test_true_with_lean_prefetch_attr_even_when_empty(self) -> None:
+        """
+        GIVEN:
+            - A document the lean content prefetch ran for, finding no versions
+        WHEN:
+            - Asking whether its effective content is already resolved
+        THEN:
+            - It is: an empty prefetch is an answer, not a missing one
+        """
+        document = DocumentFactory.build()
+        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:
+        """
+        GIVEN:
+            - A document carrying only the metadata "versions" prefetch
+        WHEN:
+            - Asking whether its effective content is already resolved
+        THEN:
+            - It is, via get_effective_content()'s prefetch-cache branch
+        """
+        document = DocumentFactory.build()
+        document._prefetched_objects_cache = {"versions": []}
+
+        assert has_prefetched_effective_content(document) is True
+
+
+def _get_document_queries(
+    ctx: CaptureQueriesContext,
+) -> list[dict[str, str]]:
+    """
+    The queries a list request spends on the documents themselves, i.e.
+    everything but the one-time django_content_type lookup guardian's
+    permission filtering makes. That lookup is process-cached, and the
+    autouse fixture in conftest clears the cache before every test, so it
+    lands in whichever request happens to run first and never repeats --
+    counting it makes a request look like it costs one query more than the
+    identical request after it.
+    """
+    return [q for q in ctx.captured_queries if '"django_content_type"' not in q["sql"]]
+
+
+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 TestTrashAndGlobalSearchEffectiveContentIsNeverPerInstance:
+    """
+    TrashView and GlobalSearchView serialize Document instances with
+    DocumentSerializer too, but build their querysets independently of
+    DocumentViewSet.get_queryset(). TrashView doesn't display content at all,
+    so it keeps the document's own unresolved content; GlobalSearchView
+    annotates effective_content itself, so it shows the latest version's.
+    Neither should ever fall back to a per-instance query.
+    """
+
+    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
+              version would have had (also trashed, deletion cascades)
+        WHEN:
+            - Listing trash
+        THEN:
+            - The response shows the document's own content
+            - Nothing ever queries for versions to resolve it
+        """
+        root = DocumentFactory(content="own-content")
+        DocumentFactory(
+            root_document=root,
+            version_index=1,
+            content="version-content",
+        )
+        root.delete()
+
+        with CaptureQueriesContext(connection) as ctx:
+            response = admin_client.get("/api/trash/")
+
+        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"
+        assert _get_effective_content_fallback_queries(ctx) == []
+
+    def test_global_search_db_only_shows_latest_version_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
+        WHEN:
+            - Using the global search endpoint's db_only mode
+        THEN:
+            - The response shows the latest version's content, resolved by
+              GlobalSearchView's own effective_content annotation
+            - There is no per-instance fallback query
+        """
+        root = DocumentFactory(title="findme", content="own-content")
+        DocumentFactory(
+            root_document=root,
+            version_index=1,
+            content="version-content",
+        )
+
+        with CaptureQueriesContext(connection) as ctx:
+            response = admin_client.get(
+                "/api/search/?query=findme&db_only=true",
+            )
+
+        assert response.status_code == status.HTTP_200_OK
+        [result] = [d for d in response.data["documents"] if d["id"] == root.id]
+        assert result["content"] == "version-content"
+        assert _get_effective_content_fallback_queries(ctx) == []

src/documents/tests/test_document_model.py

@@ -110,7 +110,7 @@ class TestDocument(TestCase):
             checksum="checksum",
             mime_type="application/pdf",
         )
-        Document.objects.create(
+        version = Document.objects.create(
             root_document=root,
             correspondent=root.correspondent,
             title="Version",
@@ -124,6 +124,10 @@ class TestDocument(TestCase):
         self.assertEqual(Document.objects.count(), 0)
         self.assertEqual(Document.deleted_objects.count(), 2)
 
+        root.restore(strict=False)
+
+        self.assertTrue(Document.objects.filter(pk=version.pk).exists())
+
     def test_file_name(self) -> None:
         doc = Document(
             mime_type="application/pdf",

src/documents/tests/test_get_public_filename_nfc.py

@@ -1,48 +0,0 @@
-import unicodedata
-from datetime import date
-
-import pytest
-
-from documents.models import Correspondent
-from documents.models import Document
-
-
-@pytest.mark.django_db
-class TestGetPublicFilenameNfc:
-    def test_normalizes_nfd_title_to_nfc(self) -> None:
-        nfd_title = unicodedata.normalize("NFD", "Gehaltserhöhung")
-        assert not unicodedata.is_normalized("NFC", nfd_title)
-
-        doc = Document(
-            mime_type="application/pdf",
-            title=nfd_title,
-            created=date(2025, 10, 17),
-        )
-
-        result = doc.get_public_filename()
-
-        assert unicodedata.is_normalized("NFC", result)
-        assert (
-            result
-            == "2025-10-17 "
-            + unicodedata.normalize(
-                "NFC",
-                nfd_title,
-            )
-            + ".pdf"
-        )
-
-    def test_normalizes_nfd_correspondent_name_to_nfc(self) -> None:
-        nfd_name = unicodedata.normalize("NFD", "Müller GmbH")
-        correspondent = Correspondent.objects.create(name=nfd_name)
-
-        doc = Document.objects.create(
-            mime_type="application/pdf",
-            title="Rechnung",
-            created=date(2025, 10, 17),
-            correspondent=correspondent,
-        )
-
-        result = doc.get_public_filename()
-
-        assert unicodedata.is_normalized("NFC", result)

src/documents/tests/test_management_consumer.py

@@ -136,6 +136,23 @@ def wait_for_mock_call(
     return False
 
 
+def sleep_past_stability(
+    owner: FileStabilityTracker | ConsumerThread,
+    *,
+    windows: float = 1.5,
+) -> None:
+    """
+    Block until a tracked file's stability window has certainly elapsed.
+
+    Args:
+        owner: The tracker, or the consumer thread running one, whose
+               configured stability delay sets the wait.
+        windows: How many stability windows to wait, giving slop for a slow
+                 or loaded test runner.
+    """
+    sleep(owner.stability_delay * windows)
+
+
 class TestTrackedFile:
     """Tests for the TrackedFile dataclass."""
 
@@ -261,6 +278,56 @@ class TestFileStabilityTracker:
         assert len(stable) == 0
         assert stability_tracker.pending_count == 1
 
+    def test_get_stable_files_skips_empty_file(
+        self,
+        stability_tracker: FileStabilityTracker,
+        tmp_path: Path,
+    ) -> None:
+        """
+        GIVEN:
+            - A zero byte file, tracked and past its stability delay
+        WHEN:
+            - Stable files are collected
+        THEN:
+            - The file is not yielded for consumption
+            - The file is dropped from tracking rather than held, so an
+              abandoned placeholder does not keep the watch loop awake
+        """
+        empty = tmp_path / "scan.pdf"
+        empty.write_bytes(b"")
+        stability_tracker.track(empty, Change.added)
+        sleep_past_stability(stability_tracker)
+
+        stable = list(stability_tracker.get_stable_files())
+
+        assert stable == []
+        assert stability_tracker.pending_count == 0
+
+    def test_empty_file_is_yielded_once_content_arrives(
+        self,
+        stability_tracker: FileStabilityTracker,
+        tmp_path: Path,
+    ) -> None:
+        """
+        GIVEN:
+            - A zero byte file which was dropped from tracking while empty
+        WHEN:
+            - The writer fills the file and a new event re-tracks it
+        THEN:
+            - The file is yielded for consumption once it is stable
+        """
+        target = tmp_path / "scan.pdf"
+        target.write_bytes(b"")
+        stability_tracker.track(target, Change.added)
+        sleep_past_stability(stability_tracker)
+        assert list(stability_tracker.get_stable_files()) == []
+
+        target.write_bytes(b"%PDF-1.4 content")
+        stability_tracker.track(target, Change.modified)
+        sleep_past_stability(stability_tracker)
+
+        assert list(stability_tracker.get_stable_files()) == [target]
+
     def test_get_stable_files_deleted_during_check(self, temp_file: Path) -> None:
         """Test deleted file is not returned during stability check."""
         tracker = FileStabilityTracker(stability_delay=0.1)
@@ -879,6 +946,51 @@ class TestCommandWatch:
 
         mock_consume_file_delay.apply_async.assert_called()
 
+    def test_scanner_placeholder_is_not_consumed_while_empty(
+        self,
+        consumption_dir: Path,
+        sample_pdf: Path,
+        mock_consume_file_delay: MagicMock,
+        start_consumer: Callable[..., ConsumerThread],
+    ) -> None:
+        """
+        GIVEN:
+            - A scanner which creates a zero byte placeholder and only writes
+              the page some time later (GH discussion #13969)
+        WHEN:
+            - The placeholder sits untouched well past the stability delay
+            - The scanner then writes the real content
+        THEN:
+            - The empty placeholder is never queued, as it could only fail
+              with "Unsupported mime type inode/x-empty"
+            - The file is queued exactly once, when the content lands
+        """
+        thread = start_consumer(stability_delay=0.2)
+
+        target = consumption_dir / "scan.pdf"
+        target.write_bytes(b"")  # the scanner's placeholder
+
+        # Well past the stability delay: the old behaviour queued it here.
+        sleep_past_stability(thread, windows=5)
+        if thread.exception:
+            raise thread.exception
+        assert mock_consume_file_delay.apply_async.call_count == 0
+
+        shutil.copy(sample_pdf, target)  # the scanner finishes the page
+
+        assert wait_for_mock_call(
+            mock_consume_file_delay.apply_async,
+            timeout_s=5.0,
+        )
+        if thread.exception:
+            raise thread.exception
+
+        assert mock_consume_file_delay.apply_async.call_count == 1
+        queued_doc = mock_consume_file_delay.apply_async.call_args.kwargs["kwargs"][
+            "input_doc"
+        ]
+        assert queued_doc.original_file.name == "scan.pdf"
+
     def test_ignores_macos_files(
         self,
         consumption_dir: Path,

src/documents/tests/test_matching_nfc.py

@@ -1,80 +0,0 @@
-import unicodedata
-
-import pytest
-
-from documents.data_models import ConsumableDocument
-from documents.data_models import DocumentSource
-from documents.matching import consumable_document_matches_workflow
-from documents.matching import existing_document_matches_workflow
-from documents.models import Document
-from documents.models import Workflow
-from documents.models import WorkflowTrigger
-
-
-@pytest.mark.django_db
-class TestMatchingNfcNormalization:
-    def test_consumable_document_filename_nfd_matches_nfc_pattern(
-        self,
-        tmp_path,
-    ) -> None:
-        """
-        GIVEN:
-            - A file on disk whose name is NFD-normalized
-            - A workflow trigger filename filter typed as NFC
-        WHEN:
-            - The consumable document is checked against the trigger
-        THEN:
-            - It matches, because both sides are normalized before comparing
-        """
-        nfd_name = unicodedata.normalize("NFD", "Gehaltserhöhung.pdf")
-        nfc_pattern = unicodedata.normalize("NFC", "*Gehaltserhöhung*")
-        assert nfd_name != unicodedata.normalize("NFC", nfd_name)
-
-        file_path = tmp_path / nfd_name
-        file_path.write_bytes(b"%PDF-1.4 test")
-
-        document = ConsumableDocument(
-            source=DocumentSource.ConsumeFolder,
-            original_file=file_path,
-        )
-        trigger = WorkflowTrigger(
-            type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
-            filter_filename=nfc_pattern,
-            sources=[],
-        )
-
-        matched, reason = consumable_document_matches_workflow(document, trigger)
-
-        assert matched, reason
-
-    def test_existing_document_filename_nfd_matches_nfc_pattern(self) -> None:
-        """
-        GIVEN:
-            - A Document whose original_filename is NFD-normalized (e.g. from
-              before normalization was applied at consumption time)
-            - A workflow trigger filename filter typed as NFC
-        WHEN:
-            - The document is checked against the trigger
-        THEN:
-            - It matches, because both sides are normalized before comparing
-        """
-        nfd_name = unicodedata.normalize("NFD", "Gehaltserhöhung.pdf")
-        nfc_pattern = unicodedata.normalize("NFC", "*Gehaltserhöhung*")
-
-        document = Document.objects.create(
-            title="Test",
-            content="content",
-            checksum="checksum",
-            mime_type="application/pdf",
-            original_filename=nfd_name,
-        )
-        workflow = Workflow.objects.create(name="Test workflow", order=0)
-        trigger = WorkflowTrigger.objects.create(
-            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
-            filter_filename=nfc_pattern,
-        )
-        workflow.triggers.add(trigger)
-
-        matched, reason = existing_document_matches_workflow(document, trigger)
-
-        assert matched, reason

src/documents/tests/test_normalize_unicode.py

@@ -1,6 +0,0 @@
-from documents.utils import normalize_unicode
-
-
-class TestNormalizeUnicode:
-    def test_none_passes_through(self) -> None:
-        assert normalize_unicode(None) is None

src/documents/tests/test_tag_hierarchy.py

@@ -2,6 +2,7 @@ from unittest import mock
 
 from django.contrib.auth.models import Permission
 from django.contrib.auth.models import User
+from rest_framework import status
 from rest_framework.test import APITestCase
 
 from documents import bulk_edit
@@ -108,6 +109,44 @@ class TestTagHierarchy(DirectoriesMixin, APITestCase):
         self.document.refresh_from_db()
         assert self.document.tags.count() == 0
 
+    def test_remove_inbox_tags_removes_nested_children(self) -> None:
+        inbox = Tag.objects.create(name="Inbox", is_inbox_tag=True)
+        nested = Tag.objects.create(name="Nested", tn_parent=inbox)
+        self.document.add_nested_tags([nested])
+
+        resp = self.client.patch(
+            f"/api/documents/{self.document.pk}/",
+            {"title": "new title", "remove_inbox_tags": True},
+            format="json",
+        )
+        assert resp.status_code == status.HTTP_200_OK
+        self.document.refresh_from_db()
+        assert self.document.tags.count() == 0
+
+        # A subsequent save must not re-add the inbox tag as an ancestor
+        resp = self.client.patch(
+            f"/api/documents/{self.document.pk}/",
+            {"title": "another title", "tags": [], "remove_inbox_tags": True},
+            format="json",
+        )
+        assert resp.status_code == status.HTTP_200_OK
+        self.document.refresh_from_db()
+        assert self.document.tags.count() == 0
+
+    def test_remove_inbox_tags_keeps_inbox_when_nested_child_added(self) -> None:
+        inbox = Tag.objects.create(name="Inbox", is_inbox_tag=True)
+        nested = Tag.objects.create(name="Nested", tn_parent=inbox)
+        self.document.add_nested_tags([inbox])
+
+        self.client.patch(
+            f"/api/documents/{self.document.pk}/",
+            {"tags": [nested.pk], "remove_inbox_tags": True},
+            format="json",
+        )
+        self.document.refresh_from_db()
+        tags = set(self.document.tags.values_list("pk", flat=True))
+        assert tags == {inbox.pk, nested.pk}
+
     def test_bulk_edit_respects_hierarchy(self) -> None:
         bulk_edit.add_tag([self.document.pk], self.child.pk)
         self.document.refresh_from_db()

src/documents/tests/test_views.py

@@ -32,6 +32,7 @@ from documents.signals.handlers import update_llm_suggestions_cache
 from documents.tests.utils import DirectoriesMixin
 from documents.tests.utils import read_streaming_response
 from paperless.models import ApplicationConfiguration
+from paperless_ai.exceptions import LLMProviderError
 from paperless_ai.exceptions import LLMTimeoutError
 
 
@@ -737,6 +738,38 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
             get_llm_suggestion_cache(self.document.pk, backend="openai-like"),
         )
 
+    @patch("documents.views.get_ai_document_classification")
+    @override_settings(
+        AI_ENABLED=True,
+        LLM_BACKEND="openai-like",
+    )
+    def test_ai_suggestions_with_llm_provider_error(
+        self,
+        mock_get_ai_classification,
+    ) -> None:
+        mock_get_ai_classification.side_effect = LLMProviderError(
+            "confidential provider response",
+        )
+
+        self.client.force_login(user=self.user)
+        response = self.client.get(
+            f"/api/documents/{self.document.pk}/ai_suggestions/",
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_502_BAD_GATEWAY)
+        self.assertEqual(
+            response.json(),
+            {
+                "ai": [
+                    "AI backend rejected the request. Check logs for details.",
+                ],
+            },
+        )
+        self.assertNotIn("confidential provider response", response.content.decode())
+        self.assertIsNone(
+            get_llm_suggestion_cache(self.document.pk, backend="openai-like"),
+        )
+
     @patch("documents.views.get_ai_document_classification")
     @override_settings(
         AI_ENABLED=True,

src/documents/utils.py

@@ -1,7 +1,6 @@
 import hashlib
 import logging
 import shutil
-import unicodedata
 from collections.abc import Callable
 from collections.abc import Iterable
 from collections.abc import Iterator
@@ -32,25 +31,6 @@ def identity(iterable: Iterable[_T]) -> Iterable[_T]:
     return iterable
 
 
-def normalize_unicode(value: str | None) -> str | None:
-    """
-    Normalize a string to Unicode NFC form, or return None unchanged.
-
-    This is the single normalization pass for any user- or filesystem-supplied
-    text that ends up in a filename, path, or is compared/matched against one
-    (titles, correspondent/tag/type names, uploaded filenames, workflow and
-    mail rule filename/path filters). Composed (NFC) and decomposed (NFD)
-    forms of the same visible text are different byte sequences, which breaks
-    exact comparisons and filesystem lookups even though the text looks
-    identical. Always normalize through this function rather than calling
-    unicodedata.normalize() directly, so every call site agrees on the same
-    form.
-    """
-    if value is None:
-        return None
-    return unicodedata.normalize("NFC", value)
-
-
 class QuerySetStream(Generic[_M]):
     """Stream a QuerySet via .iterator(chunk_size=...) instead of
     materializing it (plus any prefetch caches) all at once, while still

src/documents/versioning.py

@@ -7,9 +7,12 @@ 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
 
@@ -46,6 +49,68 @@ 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()

src/documents/views.py

@@ -36,7 +36,6 @@ from django.db.migrations.recorder import MigrationRecorder
 from django.db.models import Avg
 from django.db.models import Case
 from django.db.models import Count
-from django.db.models import F
 from django.db.models import IntegerField
 from django.db.models import Max
 from django.db.models import Model
@@ -137,12 +136,14 @@ from documents.filters import CustomFieldFilterSet
 from documents.filters import DocumentFilterSet
 from documents.filters import DocumentsOrderingFilter
 from documents.filters import DocumentTypeFilterSet
+from documents.filters import EffectiveContentFilter
 from documents.filters import PaperlessTaskFilterSet
 from documents.filters import PermittedObjectsFilter
 from documents.filters import ShareLinkBundleFilterSet
 from documents.filters import ShareLinkFilterSet
 from documents.filters import StoragePathFilterSet
 from documents.filters import TagFilterSet
+from documents.filters import TitleContentFilter
 from documents.mail import EmailAttachment
 from documents.mail import send_email
 from documents.matching import match_correspondents
@@ -231,12 +232,12 @@ from documents.tasks import sanity_check
 from documents.tasks import train_classifier
 from documents.tasks import update_document_parent_tags
 from documents.utils import get_boolean
-from documents.utils import normalize_unicode
 from documents.versioning import VersionResolutionError
 from documents.versioning import annotate_effective_content
 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
@@ -253,6 +254,7 @@ 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 LLMProviderError
 from paperless_ai.exceptions import LLMTimeoutError
 from paperless_ai.matching import extract_unmatched_names
 from paperless_ai.matching import match_correspondents_by_name
@@ -1084,12 +1086,59 @@ class DocumentViewSet(
             ],
         }
 
-    def get_queryset(self):
+    @classmethod
-        latest_version_content = Subquery(
+    def _content_filter_params(cls) -> tuple[str, ...]:
-            versions_newest_first(
+        """
-                Document.objects.filter(root_document=OuterRef("pk")),
+        Query params whose filtering needs effective_content evaluated in SQL
-            ).values("content")[:1],
+        against every candidate row -- see
+        _needs_effective_content_annotation(). Derived rather than
+        hand-maintained so a new content-filtering param counts automatically.
+        """
+        params = [
+            name
+            for name, f in DocumentFilterSet.declared_filters.items()
+            if isinstance(f, (TitleContentFilter, EffectiveContentFilter))
+        ]
+        if "effective_content" in cls.search_fields:
+            params.append(SearchFilter().search_param)
+        return tuple(params)
+
+    def _needs_effective_content_annotation(self) -> bool:
+        # effective_content is a per-row correlated subquery resolving each
+        # document's latest version. Filtering *on* it forces the database to
+        # evaluate it for every candidate row before reaching the LIMIT, which
+        # the root_document_id self-join makes pathological on MariaDB
+        # specifically once real candidate counts get large; otherwise the
+        # "versions" prefetch + Document.get_effective_content() resolves only
+        # the page that survives pagination. Every param here is deprecated in
+        # favor of the Tantivy-backed search endpoint (see filters.py's
+        # TitleContentFilter/EffectiveContentFilter docs), so pay that cost
+        # only when one is actually used. Blank values don't count, matching
+        # how those filters themselves no-op on them -- an empty `?search=`
+        # applies no predicate.
+        params = self.request.query_params
+        return any(
+            params.get(param, "").strip() for param in self._content_filter_params()
         )
+
+    def _requested_fields(self) -> list[str] | None:
+        # The sparse-fieldset `fields` param, as DynamicFieldsModelSerializer
+        # wants it: None means "no restriction, serialize everything", which
+        # a blank value means too. get_queryset() and get_serializer() both
+        # branch on this, and they have to read it identically -- a queryset
+        # that skips the content prefetch for a response that still
+        # serializes content reintroduces get_effective_content()'s
+        # per-instance fallback.
+        fields_param = self.request.query_params.get("fields")
+        return fields_param.split(",") if fields_param else None
+
+    def _needs_effective_content_prefetch(self) -> bool:
+        # The prefetch spares get_effective_content() a per-instance fallback
+        # query, but only earns itself when content can reach the response.
+        fields = self._requested_fields()
+        return fields is None or "content" in fields
+
+    def get_queryset(self):
         # 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.
@@ -1109,13 +1158,7 @@ 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.
-        return (
+        prefetches = [
-            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(
             Prefetch(
                 "versions",
                 queryset=Document.objects.only(
@@ -1134,15 +1177,24 @@ class DocumentViewSet(
             ),
             # NotesSerializer nests the author, this avoids query per note
             Prefetch("notes", queryset=Note.objects.select_related("user")),
+        ]
+        if self._needs_effective_content_prefetch():
+            prefetches.append(latest_version_content_prefetch())
+        queryset = (
+            Document.objects.filter(root_document__isnull=True)
+            .order_by("-created", "-id")
+            .annotate(num_notes=Coalesce(note_count, 0))
+            .select_related("correspondent", "storage_path", "document_type", "owner")
+            .prefetch_related(*prefetches)
         )
-        )
+        if self._needs_effective_content_annotation():
+            queryset = annotate_effective_content(queryset)
+        return queryset
 
     def get_serializer(self, *args, **kwargs):
-        fields_param = self.request.query_params.get("fields", None)
-        fields = fields_param.split(",") if fields_param else None
         truncate_content = self.request.query_params.get("truncate_content", "False")
         kwargs.setdefault("context", self.get_serializer_context())
-        kwargs.setdefault("fields", fields)
+        kwargs.setdefault("fields", self._requested_fields())
         kwargs.setdefault("truncate_content", truncate_content.lower() in ["true", "1"])
         try:
             full_perms = get_boolean(
@@ -1604,6 +1656,22 @@ class DocumentViewSet(
                     {"ai": [_("AI backend request timed out.")]},
                     status=status.HTTP_503_SERVICE_UNAVAILABLE,
                 )
+            except LLMProviderError:
+                logger.exception(
+                    "AI backend rejected the request for document %s",
+                    doc.pk,
+                )
+                return Response(
+                    {
+                        "ai": [
+                            _(
+                                "AI backend rejected the request. "
+                                "Check logs for details.",
+                            ),
+                        ],
+                    },
+                    status=status.HTTP_502_BAD_GATEWAY,
+                )
             set_llm_suggestions_cache(
                 doc.pk,
                 llm_suggestions,
@@ -2069,7 +2137,6 @@ class DocumentViewSet(
 
         try:
             doc_name, doc_data = serializer.validated_data.get("document")
-            doc_name = normalize_unicode(doc_name)
             version_label = serializer.validated_data.get("version_label")
 
             t = int(mktime(datetime.now().timetuple()))
@@ -3336,7 +3403,7 @@ class PostDocumentView(GenericAPIView[Any]):
         serializer.is_valid(raise_exception=True)
 
         doc_name, doc_data = serializer.validated_data.get("document")
-        doc_name = normalize_unicode(doc_name)
+        doc_name = normalize("NFC", doc_name)
         correspondent_id = serializer.validated_data.get("correspondent")
         document_type_id = serializer.validated_data.get("document_type")
         storage_path_id = serializer.validated_data.get("storage_path")
@@ -5439,7 +5506,10 @@ class TrashView(ListModelMixin, PassUserMixin):
 
     model = Document
 
-    queryset = Document.deleted_objects.all()
+    # A version is listed separately only when its root is not in the trash.
+    queryset = Document.deleted_objects.exclude(
+        root_document_id__in=Document.deleted_objects.values("id"),
+    )
 
     def get(self, request: Request, format: str | None = None) -> Response:
         self.serializer_class = DocumentSerializer
@@ -5470,7 +5540,15 @@ class TrashView(ListModelMixin, PassUserMixin):
             return HttpResponseForbidden("Insufficient permissions")
         action = serializer.validated_data.get("action")
         if action == "restore":
-            restored = list(Document.deleted_objects.filter(id__in=doc_ids))
+            restored = list(self.get_queryset().filter(id__in=doc_ids))
+            if len(restored) != len(doc_ids):
+                raise ValidationError(
+                    {
+                        "documents": [
+                            "Restore the root document instead of one of its versions.",
+                        ],
+                    },
+                )
             for doc in restored:
                 doc.restore(strict=False)
             if restored: