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Author SHA1 Message Date
shamoonandGitHub 166ee77173 Use get_choice_from_env 2026-08-19 10:25:39 -07:00
shamoonandGitHub 9160204bdb Format remote OCR mode check tests 2026-08-19 10:25:39 -07:00
shamoonandGitHub 62e03fcf0c Update consumer.py 2026-08-19 10:25:39 -07:00
shamoonandGitHub ba2c2e1e14 Ok, wire up the remote_ocr_mode with allow_remote for consumer 2026-08-19 10:25:39 -07:00
shamoonandGitHub ee9e7a7358 Docs for remote_ocr_mode 2026-08-19 10:25:39 -07:00
shamoonandGitHub 26c5112d0f More tests for remote_ocr_mode 2026-08-19 10:25:39 -07:00
shamoonandGitHub bd7b816341 Update config.component.spec.ts 2026-08-19 10:25:39 -07:00
shamoonandGitHub f21b4892b2 Checks for remote_ocr_mode and fix import 2026-08-19 10:25:39 -07:00
shamoonandGitHub 655275d5f5 remote_ocr_mode config setting 2026-08-19 10:25:39 -07:00
shamoonandGitHub a6137487cf Add to parser dev docs 2026-08-19 10:25:39 -07:00
shamoonandGitHub 41b69a826e uses_remote_service + allow_remote to allow opt-in / out of remote OCR 2026-08-19 10:25:39 -07:00
shamoonandGitHub 39a868f97d Dont mark entire test file for db, use a mock for empty engine settings 2026-08-19 10:25:38 -07:00
shamoonandGitHub c7471608c0 Actually we cant use this any more, in case settings are in app config 2026-08-19 10:25:38 -07:00
shamoonandGitHub 965f627929 Update test_tesseract_parser.py 2026-08-19 10:25:38 -07:00
shamoonandGitHub 5ee14593fd Docs 2026-08-19 10:25:38 -07:00
shamoonandGitHub 0dfdfdaca9 Frontend stuff, with sections 2026-08-19 10:25:38 -07:00
shamoonandGitHub 39fb5504d5 Backend tests 2026-08-19 10:25:38 -07:00
shamoonandGitHub 16c384d331 Backend changes and migration for remote OCR Config 2026-08-19 10:25:38 -07:00
38 changed files with 942 additions and 318 deletions
+12
View File
@@ -2066,6 +2066,18 @@ password. All of these options come from their similarly-named [Django settings]
Defaults to None.
#### [`PAPERLESS_REMOTE_OCR_MODE=<str>`](#PAPERLESS_REMOTE_OCR_MODE) {#PAPERLESS_REMOTE_OCR_MODE}
: Which documents are sent to the remote OCR engine.
- `always`: every document of a supported file type is sent to the remote
engine, bypassing the local OCR engine.
- `workflow_only`: documents are processed locally unless a workflow
explicitly enables remote OCR for them, letting you use the remote engine
selectively.
Defaults to "always".
## AI {#ai}
#### [`PAPERLESS_AI_ENABLED=<bool>`](#PAPERLESS_AI_ENABLED) {#PAPERLESS_AI_ENABLED}
+14
View File
@@ -456,6 +456,20 @@ def score(
return 10
```
**Remote services**
If your parser sends document content to a remote service, declare it:
```python
class MyCustomParser:
uses_remote_service = True
```
Paperless-ngx excludes such parsers when the document being consumed has not
been marked for remote processing, so users can keep remote OCR off by default
and enable it selectively with a workflow. Parsers that do not declare the
attribute are treated as fully local and are always considered.
**Archive and rendition flags**
```python
+6 -1
View File
@@ -1090,11 +1090,16 @@ Paperless-ngx supports performing OCR on documents using remote services. At the
[Microsoft's Azure "Document Intelligence" service](https://azure.microsoft.com/en-us/products/ai-services/ai-document-intelligence).
This is of course a paid service (with a free tier) which requires an Azure account and subscription. Azure AI is not affiliated with
Paperless-ngx in any way. When enabled, Paperless-ngx will automatically send appropriate documents to Azure for OCR processing, bypassing
the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details.
the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details. These
settings can be supplied as environment variables or via **Application Configuration**.
Additionally, when using a commercial service with this feature, consider both potential costs as well as any associated file size
or page limitations (e.g. with a free tier).
By default, every document of a supported file type is sent to the remote engine. To use it more selectively, set the
[remote OCR mode](configuration.md#PAPERLESS_REMOTE_OCR_MODE) to `workflow_only`. Documents are then processed locally
unless a workflow explicitly enables remote OCR for them, so you can limit the remote engine to particular documents.
## Architecture
Paperless-ngx consists of the following components:
+10 -10
View File
@@ -8488,67 +8488,67 @@
<source>Delete version</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.html</context>
<context context-type="linenumber">146,147</context>
<context context-type="linenumber">145,146</context>
</context-group>
</trans-unit>
<trans-unit id="9111284310237278846" datatype="html">
<source>Error deleting version</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts</context>
<context context-type="linenumber">164</context>
<context context-type="linenumber">158</context>
</context-group>
</trans-unit>
<trans-unit id="1450293275912542759" datatype="html">
<source>Error updating version label</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts</context>
<context context-type="linenumber">197</context>
<context context-type="linenumber">191</context>
</context-group>
</trans-unit>
<trans-unit id="3567158019134759286" datatype="html">
<source>Uploading new version. Processing will happen in the background.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts</context>
<context context-type="linenumber">219</context>
<context context-type="linenumber">213</context>
</context-group>
</trans-unit>
<trans-unit id="1549684689040001385" datatype="html">
<source>Missing task ID.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts</context>
<context context-type="linenumber">232</context>
<context context-type="linenumber">226</context>
</context-group>
</trans-unit>
<trans-unit id="205445381296663832" datatype="html">
<source>Upload failed.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts</context>
<context context-type="linenumber">254</context>
<context context-type="linenumber">248</context>
</context-group>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts</context>
<context context-type="linenumber">278</context>
<context context-type="linenumber">272</context>
</context-group>
</trans-unit>
<trans-unit id="8350861980330256599" datatype="html">
<source>Error uploading new version</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts</context>
<context context-type="linenumber">281</context>
<context context-type="linenumber">275</context>
</context-group>
</trans-unit>
<trans-unit id="4050545381573552340" datatype="html">
<source>Existing document added as a version.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts</context>
<context context-type="linenumber">324</context>
<context context-type="linenumber">318</context>
</context-group>
</trans-unit>
<trans-unit id="8552490241798412439" datatype="html">
<source>Error adding existing document as a version</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.ts</context>
<context context-type="linenumber">329</context>
<context context-type="linenumber">323</context>
</context-group>
</trans-unit>
<trans-unit id="6299008920007331381" datatype="html">
@@ -14,43 +14,48 @@
<a ngbNavLink>{{category}}</a>
<ng-template ngbNavContent>
<div class="p-3">
<div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
@for (option of getCategoryOptions(category); track option.key) {
<div class="col">
<div class="card bg-light">
<div class="card-body">
<div class="card-title d-flex align-items-center">
<h6 class="mb-0">
{{option.title}}
</h6>
<a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
<i-bs name="info-circle"></i-bs>
</a>
@if (isSet(option.key)) {
<button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
<i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
</button>
@for (section of getCategorySections(category); track section) {
@if (section) {
<h5 class="mt-4 mb-3">{{section}}</h5>
}
<div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
@for (option of getCategoryOptions(category, section); track option.key) {
<div class="col">
<div class="card bg-light">
<div class="card-body">
<div class="card-title d-flex align-items-center">
<h6 class="mb-0">
{{option.title}}
</h6>
<a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
<i-bs name="info-circle"></i-bs>
</a>
@if (isSet(option.key)) {
<button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
<i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
</button>
}
</div>
<div class="mb-n3">
@switch (option.type) {
@case (ConfigOptionType.Select) { <pngx-input-select [formControlName]="option.key" [error]="errors[option.key]" [items]="option.choices" [allowNull]="true"></pngx-input-select> }
@case (ConfigOptionType.Number) { <pngx-input-number [formControlName]="option.key" [error]="errors[option.key]" [showAdd]="false"></pngx-input-number> }
@case (ConfigOptionType.Boolean) { <pngx-input-switch [formControlName]="option.key" [error]="errors[option.key]" [showUnsetNote]="true" [horizontal]="true" title="Enable" i18n-title></pngx-input-switch> }
@case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
@case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
@case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
@case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
}
</div>
@if (option.note) {
<div class="form-text fst-italic">{{option.note}}</div>
}
</div>
<div class="mb-n3">
@switch (option.type) {
@case (ConfigOptionType.Select) { <pngx-input-select [formControlName]="option.key" [error]="errors[option.key]" [items]="option.choices" [allowNull]="true"></pngx-input-select> }
@case (ConfigOptionType.Number) { <pngx-input-number [formControlName]="option.key" [error]="errors[option.key]" [showAdd]="false"></pngx-input-number> }
@case (ConfigOptionType.Boolean) { <pngx-input-switch [formControlName]="option.key" [error]="errors[option.key]" [showUnsetNote]="true" [horizontal]="true" title="Enable" i18n-title></pngx-input-switch> }
@case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
@case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
@case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
@case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
}
</div>
@if (option.note) {
<div class="form-text fst-italic">{{option.note}}</div>
}
</div>
</div>
</div>
}
</div>
}
</div>
}
</div>
</ng-template>
</li>
@@ -8,7 +8,11 @@ import { NgbModule } from '@ng-bootstrap/ng-bootstrap'
import { NgSelectModule } from '@ng-select/ng-select'
import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
import { of, throwError } from 'rxjs'
import { OutputTypeConfig } from 'src/app/data/paperless-config'
import {
ConfigCategory,
ConfigSection,
OutputTypeConfig,
} from 'src/app/data/paperless-config'
import { ConfigService } from 'src/app/services/config.service'
import { SettingsService } from 'src/app/services/settings.service'
import { ToastService } from 'src/app/services/toast.service'
@@ -158,4 +162,24 @@ describe('ConfigComponent', () => {
component.resetOption('barcodes_enabled')
expect(component.configForm.get('barcodes_enabled').value).toBeNull()
})
it('should group options into sections within a category, or not', () => {
const sections = component.getCategorySections(ConfigCategory.OCR)
expect(sections).toEqual([null, ConfigSection.RemoteOCR])
expect(
component
.getCategoryOptions(ConfigCategory.OCR)
.map((option) => option.key)
).toContain('output_type')
expect(
component
.getCategoryOptions(ConfigCategory.OCR, ConfigSection.RemoteOCR)
.map((option) => option.key)
).toEqual([
'remote_ocr_engine',
'remote_ocr_api_key',
'remote_ocr_endpoint',
'remote_ocr_mode',
])
})
})
@@ -74,8 +74,20 @@ export class ConfigComponent
return Object.values(ConfigCategory)
}
getCategoryOptions(category: string): ConfigOption[] {
return PaperlessConfigOptions.filter((o) => o.category === category)
getCategorySections(category: string): string[] {
return [
...new Set(
PaperlessConfigOptions.filter((o) => o.category === category).map(
(o) => o.section ?? null // null means no section
)
),
]
}
getCategoryOptions(category: string, section: string = null): ConfigOption[] {
return PaperlessConfigOptions.filter(
(o) => o.category === category && (o.section ?? null) === section
)
}
initialConfig: PaperlessConfig
@@ -141,7 +141,6 @@
i18n-confirmMessage
[disabled]="!userIsOwner || !userCanEdit"
(confirm)="deleteVersion(version.id)"
*pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }"
>
<span class="visually-hidden" i18n>Delete version</span>
</pngx-confirm-button>
@@ -1,16 +1,10 @@
import { DatePipe } from '@angular/common'
import { SimpleChange, signal } from '@angular/core'
import { ComponentFixture, TestBed } from '@angular/core/testing'
import { By } from '@angular/platform-browser'
import { NgbModal } from '@ng-bootstrap/ng-bootstrap'
import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
import { Subject, of, throwError } from 'rxjs'
import { DocumentVersionInfo } from 'src/app/data/document'
import {
PermissionAction,
PermissionsService,
PermissionType,
} from 'src/app/services/permissions.service'
import { DocumentService } from 'src/app/services/rest/document.service'
import { SettingsService } from 'src/app/services/settings.service'
import { ToastService } from 'src/app/services/toast.service'
@@ -37,9 +31,6 @@ describe('DocumentVersionDropdownComponent', () => {
let finished$: Subject<{ taskId: string }>
let failed$: Subject<{ taskId: string; message?: string }>
let modalService: jest.Mocked<Pick<NgbModal, 'open'>>
let permissionsService: jest.Mocked<
Pick<PermissionsService, 'currentUserCan'>
>
beforeEach(async () => {
finished$ = new Subject<{ taskId: string }>()
@@ -56,9 +47,6 @@ describe('DocumentVersionDropdownComponent', () => {
showError: jest.fn(),
showInfo: jest.fn(),
}
permissionsService = {
currentUserCan: jest.fn().mockReturnValue(true),
}
await TestBed.configureTestingModule({
imports: [
@@ -85,10 +73,6 @@ describe('DocumentVersionDropdownComponent', () => {
provide: NgbModal,
useValue: modalService,
},
{
provide: PermissionsService,
useValue: permissionsService,
},
{
provide: WebsocketStatusService,
useValue: {
@@ -159,31 +143,6 @@ describe('DocumentVersionDropdownComponent', () => {
)
})
it('should not show version delete buttons without document delete permission', () => {
fixture.destroy()
permissionsService.currentUserCan.mockReturnValue(false)
fixture = TestBed.createComponent(DocumentVersionDropdownComponent)
component = fixture.componentInstance
component.documentId = 3
component.selectedVersionId = 3
component.userIsOwner = true
component.userCanEdit = true
component.versions = [
{ id: 3, is_root: true, checksum: 'aaaa' },
{ id: 10, is_root: false, checksum: 'bbbb' },
]
fixture.detectChanges()
expect(permissionsService.currentUserCan).toHaveBeenCalledWith(
PermissionAction.Delete,
PermissionType.Document
)
expect(
fixture.debugElement.queryAll(By.css('pngx-confirm-button'))
).toHaveLength(0)
})
it('beginEditingVersion should set active row and draft label', () => {
component.userCanEdit = true
component.userIsOwner = true
@@ -25,7 +25,6 @@ import {
tap,
} from 'rxjs/operators'
import { DocumentVersionInfo } from 'src/app/data/document'
import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
import { DocumentService } from 'src/app/services/rest/document.service'
import { ToastService } from 'src/app/services/toast.service'
@@ -34,7 +33,6 @@ import {
WebsocketStatusService,
} from 'src/app/services/websocket-status.service'
import { ConfirmButtonComponent } from '../../common/confirm-button/confirm-button.component'
import { ComponentWithPermissions } from '../../with-permissions/with-permissions.component'
import { AddExistingDocumentVersionDialogComponent } from './add-existing-document-version-dialog/add-existing-document-version-dialog.component'
@Component({
@@ -46,15 +44,11 @@ import { AddExistingDocumentVersionDialogComponent } from './add-existing-docume
NgbDropdownModule,
NgxBootstrapIconsModule,
ConfirmButtonComponent,
IfPermissionsDirective,
SlicePipe,
CustomDatePipe,
],
})
export class DocumentVersionDropdownComponent
extends ComponentWithPermissions
implements OnChanges, OnDestroy
{
export class DocumentVersionDropdownComponent implements OnChanges, OnDestroy {
UploadState = UploadState
@Input() documentId: number
+55
View File
@@ -54,6 +54,10 @@ export const ConfigCategory = {
AI: $localize`AI Settings`,
}
export const ConfigSection = {
RemoteOCR: $localize`Remote OCR`,
}
export const LLMEmbeddingBackendConfig = {
OPENAI_LIKE: 'openai-like',
HUGGINGFACE: 'huggingface',
@@ -65,6 +69,15 @@ export const LLMBackendConfig = {
OLLAMA: 'ollama',
}
export const RemoteOCREngineConfig = {
AZURE_AI: 'azureai',
}
export const RemoteOCRModeConfig = {
ALWAYS: 'always',
WORKFLOW_ONLY: 'workflow_only',
}
export interface ConfigOption {
key: string
title: string
@@ -72,6 +85,7 @@ export interface ConfigOption {
choices?: Array<{ id: string; name: string }>
config_key?: string
category: string
section?: string
note?: string
}
@@ -181,6 +195,43 @@ export const PaperlessConfigOptions: ConfigOption[] = [
config_key: 'PAPERLESS_OCR_USER_ARGS',
category: ConfigCategory.OCR,
},
{
key: 'remote_ocr_engine',
title: $localize`Remote OCR Engine`,
type: ConfigOptionType.Select,
choices: mapToItems(RemoteOCREngineConfig),
config_key: 'PAPERLESS_REMOTE_OCR_ENGINE',
category: ConfigCategory.OCR,
section: ConfigSection.RemoteOCR,
note: $localize`Enabling remote OCR sends documents to a third-party service for processing. Consider the privacy implications as well as potential costs before enabling.`,
},
{
key: 'remote_ocr_api_key',
title: $localize`Remote OCR API Key`,
type: ConfigOptionType.Password,
config_key: 'PAPERLESS_REMOTE_OCR_API_KEY',
category: ConfigCategory.OCR,
section: ConfigSection.RemoteOCR,
},
{
key: 'remote_ocr_endpoint',
title: $localize`Remote OCR Endpoint`,
type: ConfigOptionType.String,
config_key: 'PAPERLESS_REMOTE_OCR_ENDPOINT',
category: ConfigCategory.OCR,
section: ConfigSection.RemoteOCR,
note: $localize`Required when using the Azure AI engine.`,
},
{
key: 'remote_ocr_mode',
title: $localize`Remote OCR Mode`,
type: ConfigOptionType.Select,
choices: mapToItems(RemoteOCRModeConfig),
config_key: 'PAPERLESS_REMOTE_OCR_MODE',
category: ConfigCategory.OCR,
section: ConfigSection.RemoteOCR,
note: $localize`Which documents are sent to the remote engine. Use 'workflow_only' to keep remote OCR off unless a workflow enables it for a document.`,
},
{
key: 'app_logo',
title: $localize`Application Logo`,
@@ -398,6 +449,10 @@ export interface PaperlessConfig extends ObjectWithId {
barcode_enable_tag: boolean
barcode_tag_mapping: object
barcode_tag_split: boolean
remote_ocr_engine: string
remote_ocr_api_key: string
remote_ocr_endpoint: string
remote_ocr_mode: string
ai_enabled: boolean
llm_embedding_backend: string
llm_embedding_model: string
+8
View File
@@ -53,6 +53,7 @@ from documents.utils import copy_basic_file_stats
from documents.utils import copy_file_with_basic_stats
from documents.utils import run_subprocess
from paperless.config import OcrConfig
from paperless.config import RemoteOCRConfig
from paperless.models import ArchiveFileGenerationChoices
from paperless.parsers import ParserContext
from paperless.parsers import ParserProtocol
@@ -451,12 +452,19 @@ class ConsumerPlugin(
except Exception as e:
self.log.error(f"Error attempting to clean PDF: {e}")
# Workflows have already run at this point, so the metadata knows
# whether this document was singled out for remote OCR
allow_remote = (
self.metadata.remote_ocr or RemoteOCRConfig().remote_ocr_by_default
)
# Based on the mime type, get the parser for that type
parser_class: type[ParserProtocol] | None = (
get_parser_registry().get_parser_for_file(
mime_type,
self.filename,
self.working_copy,
allow_remote=allow_remote,
)
)
if not parser_class:
+3
View File
@@ -34,6 +34,7 @@ class DocumentMetadataOverrides:
skip_asn_if_exists: bool = False
version_label: str | None = None
actor_id: int | None = None
remote_ocr: bool = False
def update(self, other: "DocumentMetadataOverrides") -> "DocumentMetadataOverrides":
"""
@@ -57,6 +58,8 @@ class DocumentMetadataOverrides:
self.actor_id = other.actor_id
if other.skip_asn_if_exists:
self.skip_asn_if_exists = True
if other.remote_ocr:
self.remote_ocr = True
if other.version_label is not None:
self.version_label = other.version_label
+22 -9
View File
@@ -266,7 +266,11 @@ class WriteBatch:
if self._lock is not None:
self._lock.release()
def add_or_update(self, document: Document) -> None:
def add_or_update(
self,
document: Document,
effective_content: str | None = None,
) -> None:
"""
Add or update a document in the batch.
@@ -276,9 +280,11 @@ class WriteBatch:
Args:
document: Django Document instance to index
effective_content: Override document.content for indexing (used when
re-indexing with newer OCR text from document versions)
"""
self.remove(document.pk)
doc = self._backend._build_tantivy_doc(document)
doc = self._backend._build_tantivy_doc(document, effective_content)
self._writer.add_document(doc)
def remove(self, doc_id: int) -> None:
@@ -419,17 +425,18 @@ class TantivyBackend:
def _build_tantivy_doc(
self,
document: Document,
effective_content: str | None = None,
viewer_ids: list[int] | None = None,
viewer_group_ids: list[int] | None = None,
) -> tantivy.Document:
"""Build a tantivy Document from a Django Document instance.
A root document is indexed with its effective content, i.e. the newest
version's OCR text, so it is never indexed with its own outdated text.
Annotate the queryset with ``annotate_effective_content`` when indexing
more than a couple of documents, to resolve that without a query each.
``effective_content`` overrides ``document.content`` for indexing —
used when re-indexing a root document with a newer version's OCR text.
"""
content = document.get_effective_content() or ""
content = (
effective_content if effective_content is not None else document.content
)
doc = tantivy.Document()
@@ -577,7 +584,11 @@ class TantivyBackend:
return doc
def add_or_update(self, document: Document) -> None:
def add_or_update(
self,
document: Document,
effective_content: str | None = None,
) -> None:
"""
Add or update a single document with file locking.
@@ -590,11 +601,12 @@ class TantivyBackend:
Args:
document: Django Document instance to index
effective_content: Override document.content for indexing
"""
self._ensure_open()
try:
with self.batch_update(lock_timeout=_LOCK_TIMEOUT_SECONDS) as batch:
batch.add_or_update(document)
batch.add_or_update(document, effective_content)
except SearchIndexLockError:
logger.error(
"Search index lock exhausted for document %d after %d attempts; "
@@ -1015,6 +1027,7 @@ class TantivyBackend:
):
doc = self._build_tantivy_doc(
document,
document.get_effective_content(),
viewer_ids=viewer_ids,
viewer_group_ids=viewer_group_ids,
)
+4 -6
View File
@@ -794,12 +794,10 @@ def cleanup_user_deletion(sender, instance: User | Group, **kwargs) -> None:
def add_to_index(sender, document, **kwargs) -> None:
from documents.search import get_backend
# A newly consumed version is not searchable on its own, its content
# becomes the effective_content of the root document
if document.root_document_id:
document = document.root_document
get_backend().add_or_update(document)
get_backend().add_or_update(
document,
effective_content=document.get_effective_content(),
)
def run_workflows_added(
+15 -7
View File
@@ -64,9 +64,9 @@ from documents.signals.handlers import send_websocket_document_updated
from documents.utils import IterWrapper
from documents.utils import compute_checksum
from documents.utils import identity
from documents.versioning import annotate_effective_content
from documents.workflows.utils import get_workflows_for_trigger
from paperless.config import AIConfig
from paperless.config import RemoteOCRConfig
from paperless.logging import consume_task_id
from paperless.parsers import ParserContext
from paperless.parsers.registry import get_parser_registry
@@ -115,7 +115,10 @@ def index_document(self, document_id: int) -> None:
)
return
with get_backend().batch_update() as batch:
batch.add_or_update(document)
batch.add_or_update(
document,
effective_content=document.get_effective_content(),
)
@shared_task(
@@ -310,10 +313,7 @@ def bulk_update_documents(document_ids) -> None:
from documents.search import get_backend
document_ids = list(document_ids)
# Annotated so indexing below doesn't query the versions of each document
documents = annotate_effective_content(
Document.objects.filter(id__in=document_ids),
)
documents = Document.objects.filter(id__in=document_ids)
for doc in documents:
clear_document_caches(doc.pk)
@@ -338,10 +338,17 @@ def bulk_update_documents(document_ids) -> None:
@shared_task
def update_document_content_maybe_archive_file(document_id) -> None:
def update_document_content_maybe_archive_file(
document_id,
*,
remote_ocr: bool = False,
) -> None:
"""
Re-creates OCR content and thumbnail for a document, and archive file if
it exists.
Remote OCR is used only when the engine is configured to handle everything
or if explicitly asked for via ``remote_ocr``.
"""
document = Document.objects.get(id=document_id)
@@ -351,6 +358,7 @@ def update_document_content_maybe_archive_file(document_id) -> None:
mime_type,
document.original_filename or "",
document.source_path,
allow_remote=remote_ocr or RemoteOCRConfig().remote_ocr_by_default,
)
if not parser_class:
@@ -16,7 +16,6 @@ from documents.search._backend import TantivyBackend
from documents.search._backend import WriteBatch
from documents.search._backend import get_backend
from documents.search._backend import reset_backend
from documents.signals.handlers import add_to_index
from documents.tests.factories import CorrespondentFactory
from documents.tests.factories import DocumentFactory
from documents.tests.factories import DocumentTypeFactory
@@ -1031,81 +1030,6 @@ class TestHighlightHits:
assert len(hits) == 0
class TestVersionIndexing:
"""
GIVEN:
- A root document whose new version has just been consumed, e.g. by
the password removal workflow action
WHEN:
- The consumption finished signal is handled
THEN:
- The root document is indexed with the new version's content, since
versions are not searchable on their own
"""
def test_consumed_version_updates_root_entry(
self,
backend: TantivyBackend,
mocker: MockerFixture,
) -> None:
root = Document.objects.create(
title="Statement",
content="",
checksum="VER1",
pk=90,
)
backend.add_or_update(root)
version = Document.objects.create(
title="Statement",
content="unprotected statement text",
checksum="VER2",
pk=91,
root_document=root,
version_index=1,
)
mocker.patch("documents.search.get_backend", return_value=backend)
add_to_index(sender=None, document=version)
assert backend.search_ids("unprotected", user=None) == [root.pk]
class TestEffectiveContentIndexing:
"""
GIVEN:
- A root document with a newer version
WHEN:
- The root document is indexed
THEN:
- The newest version's content is indexed, never the root's own
outdated text
"""
def test_root_is_indexed_with_latest_version_content(
self,
backend: TantivyBackend,
) -> None:
root = Document.objects.create(
title="Statement",
content="stale original text",
checksum="EFF1",
pk=95,
)
Document.objects.create(
title="Statement",
content="latest version text",
checksum="EFF2",
pk=96,
root_document=root,
version_index=1,
)
backend.add_or_update(root)
assert backend.search_ids("latest", user=None) == [root.pk]
assert backend.search_ids("stale", user=None) == []
class TestIndexDirectoryGarbageCollection:
"""Regression tests for Tantivy segment files leaking on disk when
multiple long-lived worker processes (Granian/Celery) take turns writing
@@ -72,6 +72,10 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
"barcode_enable_tag": None,
"barcode_tag_mapping": None,
"barcode_tag_split": None,
"remote_ocr_engine": None,
"remote_ocr_api_key": None,
"remote_ocr_endpoint": None,
"remote_ocr_mode": None,
"ai_enabled": False,
"llm_embedding_backend": None,
"llm_embedding_model": None,
@@ -870,6 +874,49 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
config.refresh_from_db()
self.assertEqual(config.llm_api_key, None)
def test_update_remote_ocr_api_key(self) -> None:
"""
GIVEN:
- Existing config with remote_ocr_api_key specified
WHEN:
- API to update remote_ocr_api_key is called with all *s
- API to update remote_ocr_api_key is called with empty string
THEN:
- remote_ocr_api_key is unchanged
- remote_ocr_api_key is set to None
"""
config = ApplicationConfiguration.objects.first()
assert config is not None
config.remote_ocr_api_key = "1234567890"
config.save()
# Test with all *
response = self.client.patch(
f"{self.ENDPOINT}1/",
json.dumps(
{
"remote_ocr_api_key": "*" * 32,
},
),
content_type="application/json",
)
self.assertEqual(response.status_code, status.HTTP_200_OK)
config.refresh_from_db()
self.assertEqual(config.remote_ocr_api_key, "1234567890")
# Test with empty string
response = self.client.patch(
f"{self.ENDPOINT}1/",
json.dumps(
{
"remote_ocr_api_key": "",
},
),
content_type="application/json",
)
self.assertEqual(response.status_code, status.HTTP_200_OK)
config.refresh_from_db()
self.assertEqual(config.remote_ocr_api_key, None)
def test_enable_ai_index_triggers_update(self) -> None:
"""
GIVEN:
+80
View File
@@ -1559,6 +1559,72 @@ class PostConsumeTestCase(DirectoriesMixin, GetConsumerMixin, TestCase):
consumer.run_post_consume_script(doc)
class TestConsumerRemoteOCR(
DirectoriesMixin,
FileSystemAssertsMixin,
GetConsumerMixin,
TestCase,
):
"""
The consumer resolves the remote OCR mode and the per-document request from
workflows into the allow_remote flag it hands to the parser registry.
"""
def setUp(self) -> None:
super().setUp()
patcher = mock.patch("documents.consumer.get_parser_registry")
self.mock_registry = patcher.start()
self.mock_registry.return_value.get_parser_for_file.return_value = DummyParser
self.addCleanup(patcher.stop)
def _consume(self, *, overrides: DocumentMetadataOverrides | None = None) -> bool:
src = (
Path(__file__).parent
/ "samples"
/ "documents"
/ "originals"
/ "0000001.pdf"
)
dst = self.dirs.scratch_dir / "sample.pdf"
shutil.copy(src, dst)
with self.get_consumer(dst, overrides=overrides) as consumer:
consumer.run()
_, kwargs = self.mock_registry.return_value.get_parser_for_file.call_args
return kwargs["allow_remote"]
@override_settings(REMOTE_OCR_MODE="always")
def test_always_mode_allows_remote(self) -> None:
"""
GIVEN: Remote OCR mode is 'always'.
WHEN: A document is consumed without any workflow asking for it.
THEN: The registry is allowed to pick the remote parser.
"""
self.assertTrue(self._consume())
@override_settings(REMOTE_OCR_MODE="workflow_only")
def test_workflow_only_mode_denies_remote_by_default(self) -> None:
"""
GIVEN: Remote OCR mode is 'workflow_only'.
WHEN: A document is consumed and nothing asked for remote OCR.
THEN: The remote parser is excluded.
"""
self.assertFalse(self._consume())
@override_settings(REMOTE_OCR_MODE="workflow_only")
def test_workflow_only_mode_allows_remote_when_requested(self) -> None:
"""
GIVEN: Remote OCR mode is 'workflow_only'.
WHEN: A workflow set remote_ocr on the metadata overrides.
THEN: The registry is allowed to pick the remote parser.
"""
self.assertTrue(
self._consume(overrides=DocumentMetadataOverrides(remote_ocr=True)),
)
class TestMetadataOverrides(TestCase):
def test_update_skip_asn_if_exists(self) -> None:
base = DocumentMetadataOverrides()
@@ -1566,6 +1632,20 @@ class TestMetadataOverrides(TestCase):
base.update(incoming)
self.assertTrue(base.skip_asn_if_exists)
def test_update_remote_ocr(self) -> None:
base = DocumentMetadataOverrides()
base.update(DocumentMetadataOverrides(remote_ocr=True))
self.assertTrue(base.remote_ocr)
def test_update_remote_ocr_is_not_unset(self) -> None:
"""
A later workflow that says nothing must not undo an earlier one that
asked for remote OCR.
"""
base = DocumentMetadataOverrides(remote_ocr=True)
base.update(DocumentMetadataOverrides())
self.assertTrue(base.remote_ocr)
def test_update_actor_and_version_label(self) -> None:
base = DocumentMetadataOverrides(
actor_id=1,
+39
View File
@@ -287,6 +287,45 @@ class TestUpdateContent(DirectoriesMixin, TestCase):
self.assertNotEqual(Document.objects.get(pk=doc.pk).content, "test")
class TestUpdateContentRemoteOCR(DirectoriesMixin, TestCase):
"""
Consumption workflows do not run on reprocess, so the remote parser is
used only in 'always' mode or when the caller explicitly asks for it.
"""
def setUp(self) -> None:
super().setUp()
patcher = mock.patch("documents.tasks.get_parser_registry")
self.mock_registry = patcher.start()
self.mock_registry.return_value.get_parser_for_file.return_value = None
self.addCleanup(patcher.stop)
self.doc = Document.objects.create(
title="test",
content="my document",
checksum="wow",
mime_type="application/pdf",
)
def _allow_remote(self, **kwargs) -> bool:
tasks.update_document_content_maybe_archive_file(self.doc.pk, **kwargs)
_, call_kwargs = self.mock_registry.return_value.get_parser_for_file.call_args
return call_kwargs["allow_remote"]
@override_settings(REMOTE_OCR_MODE="always")
def test_always_mode_allows_remote(self) -> None:
self.assertTrue(self._allow_remote())
@override_settings(REMOTE_OCR_MODE="workflow_only")
def test_workflow_only_mode_denies_remote_by_default(self) -> None:
self.assertFalse(self._allow_remote())
@override_settings(REMOTE_OCR_MODE="workflow_only")
def test_workflow_only_mode_allows_remote_when_requested(self) -> None:
self.assertTrue(self._allow_remote(remote_ocr=True))
class TestAIIndex(DirectoriesMixin, TestCase):
@override_settings(
AI_ENABLED=True,
-21
View File
@@ -6,10 +6,7 @@ from typing import TYPE_CHECKING
from typing import Any
from django.db.models import F
from django.db.models import OuterRef
from django.db.models import QuerySet
from django.db.models import Subquery
from django.db.models.functions import Coalesce
from documents.models import Document
@@ -25,24 +22,6 @@ def versions_newest_first(documents: QuerySet[Document]) -> QuerySet[Document]:
return documents.order_by(F("version_index").desc(nulls_last=True), "-id")
def annotate_effective_content(documents: QuerySet[Document]) -> QuerySet[Document]:
"""
Annotates documents with the content of their newest version, falling back
to their own, so get_effective_content() can answer from the row rather
than querying for the versions of each document
"""
return documents.annotate(
effective_content=Coalesce(
Subquery(
versions_newest_first(
Document.objects.filter(root_document=OuterRef("pk")),
).values("content")[:1],
),
F("content"),
),
)
def sort_versions_newest_first(documents: list[Document]) -> list[Document]:
"""
Same sorting as versions_newest_first()
+38 -38
View File
@@ -2,7 +2,7 @@ msgid ""
msgstr ""
"Project-Id-Version: paperless-ngx\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2026-08-19 18:18+0000\n"
"POT-Creation-Date: 2026-08-19 14:23+0000\n"
"PO-Revision-Date: 2022-02-17 04:17\n"
"Last-Translator: \n"
"Language-Team: English\n"
@@ -2170,151 +2170,151 @@ msgstr ""
msgid "paperless application settings"
msgstr ""
#: paperless/settings/__init__.py:562
#: paperless/settings/__init__.py:556
msgid "English (US)"
msgstr ""
#: paperless/settings/__init__.py:563
#: paperless/settings/__init__.py:557
msgid "Arabic"
msgstr ""
#: paperless/settings/__init__.py:564
#: paperless/settings/__init__.py:558
msgid "Afrikaans"
msgstr ""
#: paperless/settings/__init__.py:565
#: paperless/settings/__init__.py:559
msgid "Belarusian"
msgstr ""
#: paperless/settings/__init__.py:566
#: paperless/settings/__init__.py:560
msgid "Bulgarian"
msgstr ""
#: paperless/settings/__init__.py:567
#: paperless/settings/__init__.py:561
msgid "Catalan"
msgstr ""
#: paperless/settings/__init__.py:568
#: paperless/settings/__init__.py:562
msgid "Czech"
msgstr ""
#: paperless/settings/__init__.py:569
#: paperless/settings/__init__.py:563
msgid "Danish"
msgstr ""
#: paperless/settings/__init__.py:570
#: paperless/settings/__init__.py:564
msgid "German"
msgstr ""
#: paperless/settings/__init__.py:571
#: paperless/settings/__init__.py:565
msgid "Greek"
msgstr ""
#: paperless/settings/__init__.py:572
#: paperless/settings/__init__.py:566
msgid "English (GB)"
msgstr ""
#: paperless/settings/__init__.py:573
#: paperless/settings/__init__.py:567
msgid "Spanish"
msgstr ""
#: paperless/settings/__init__.py:574
#: paperless/settings/__init__.py:568
msgid "Persian"
msgstr ""
#: paperless/settings/__init__.py:575
#: paperless/settings/__init__.py:569
msgid "Finnish"
msgstr ""
#: paperless/settings/__init__.py:576
#: paperless/settings/__init__.py:570
msgid "French"
msgstr ""
#: paperless/settings/__init__.py:577
#: paperless/settings/__init__.py:571
msgid "Hungarian"
msgstr ""
#: paperless/settings/__init__.py:578
#: paperless/settings/__init__.py:572
msgid "Indonesian"
msgstr ""
#: paperless/settings/__init__.py:579
#: paperless/settings/__init__.py:573
msgid "Italian"
msgstr ""
#: paperless/settings/__init__.py:580
#: paperless/settings/__init__.py:574
msgid "Japanese"
msgstr ""
#: paperless/settings/__init__.py:581
#: paperless/settings/__init__.py:575
msgid "Korean"
msgstr ""
#: paperless/settings/__init__.py:582
#: paperless/settings/__init__.py:576
msgid "Luxembourgish"
msgstr ""
#: paperless/settings/__init__.py:583
#: paperless/settings/__init__.py:577
msgid "Norwegian"
msgstr ""
#: paperless/settings/__init__.py:584
#: paperless/settings/__init__.py:578
msgid "Dutch"
msgstr ""
#: paperless/settings/__init__.py:585
#: paperless/settings/__init__.py:579
msgid "Polish"
msgstr ""
#: paperless/settings/__init__.py:586
#: paperless/settings/__init__.py:580
msgid "Portuguese (Brazil)"
msgstr ""
#: paperless/settings/__init__.py:587
#: paperless/settings/__init__.py:581
msgid "Portuguese"
msgstr ""
#: paperless/settings/__init__.py:588
#: paperless/settings/__init__.py:582
msgid "Romanian"
msgstr ""
#: paperless/settings/__init__.py:589
#: paperless/settings/__init__.py:583
msgid "Russian"
msgstr ""
#: paperless/settings/__init__.py:590
#: paperless/settings/__init__.py:584
msgid "Slovak"
msgstr ""
#: paperless/settings/__init__.py:591
#: paperless/settings/__init__.py:585
msgid "Slovenian"
msgstr ""
#: paperless/settings/__init__.py:592
#: paperless/settings/__init__.py:586
msgid "Serbian"
msgstr ""
#: paperless/settings/__init__.py:593
#: paperless/settings/__init__.py:587
msgid "Swedish"
msgstr ""
#: paperless/settings/__init__.py:594
#: paperless/settings/__init__.py:588
msgid "Turkish"
msgstr ""
#: paperless/settings/__init__.py:595
#: paperless/settings/__init__.py:589
msgid "Ukrainian"
msgstr ""
#: paperless/settings/__init__.py:596
#: paperless/settings/__init__.py:590
msgid "Vietnamese"
msgstr ""
#: paperless/settings/__init__.py:597
#: paperless/settings/__init__.py:591
msgid "Chinese Simplified"
msgstr ""
#: paperless/settings/__init__.py:598
#: paperless/settings/__init__.py:592
msgid "Chinese Traditional"
msgstr ""
-14
View File
@@ -337,20 +337,6 @@ def check_deprecated_v2_ocr_env_vars(
return warnings
@register()
def check_remote_parser_configured(app_configs: Any, **kwargs: Any) -> list[Error]:
if settings.REMOTE_OCR_ENGINE == "azureai" and not (
settings.REMOTE_OCR_ENDPOINT and settings.REMOTE_OCR_API_KEY
):
return [
Error(
"Azure AI remote parser requires endpoint and API key to be configured.",
),
]
return []
def get_tesseract_langs():
proc = subprocess.run(
[shutil.which("tesseract"), "--list-langs"],
+40
View File
@@ -9,6 +9,7 @@ from paperless.models import CleanChoices
from paperless.models import ColorConvertChoices
from paperless.models import ModeChoices
from paperless.models import OutputTypeChoices
from paperless.models import RemoteOCRMode
@dataclasses.dataclass
@@ -185,6 +186,45 @@ class GeneralConfig(BaseConfig):
self.app_logo = app_config.app_logo.url if app_config.app_logo else None
@dataclasses.dataclass
class RemoteOCRConfig(BaseConfig):
"""
Settings for the remote (cloud) OCR parser
"""
remote_ocr_engine: str | None = dataclasses.field(init=False)
remote_ocr_api_key: str | None = dataclasses.field(init=False)
remote_ocr_endpoint: str | None = dataclasses.field(init=False)
remote_ocr_mode: RemoteOCRMode = dataclasses.field(init=False)
def __post_init__(self) -> None:
app_config = self._get_config_instance()
self.remote_ocr_engine = (
app_config.remote_ocr_engine or settings.REMOTE_OCR_ENGINE
)
self.remote_ocr_api_key = (
app_config.remote_ocr_api_key or settings.REMOTE_OCR_API_KEY
)
self.remote_ocr_endpoint = (
app_config.remote_ocr_endpoint or settings.REMOTE_OCR_ENDPOINT
)
self.remote_ocr_mode = app_config.remote_ocr_mode or RemoteOCRMode(
settings.REMOTE_OCR_MODE,
)
@property
def remote_ocr_by_default(self) -> bool:
"""
Whether every supported document goes to the remote engine.
When False the remote engine is used only for documents that
explicitly asked for it, i.e. a workflow matched during consumption or
the user ticked the box when reprocessing.
"""
return self.remote_ocr_mode == RemoteOCRMode.ALWAYS
@dataclasses.dataclass
class AIConfig(BaseConfig):
"""
@@ -0,0 +1,44 @@
# Generated by Django 5.2.16 on 2026-08-10 14:37
from django.db import migrations
from django.db import models
class Migration(migrations.Migration):
dependencies = [
("paperless", "0013_applicationconfiguration_llm_request_timeout"),
]
operations = [
migrations.AddField(
model_name="applicationconfiguration",
name="remote_ocr_api_key",
field=models.CharField(
blank=True,
max_length=1024,
null=True,
verbose_name="Sets the remote OCR API key",
),
),
migrations.AddField(
model_name="applicationconfiguration",
name="remote_ocr_endpoint",
field=models.CharField(
blank=True,
max_length=256,
null=True,
verbose_name="Sets the remote OCR endpoint",
),
),
migrations.AddField(
model_name="applicationconfiguration",
name="remote_ocr_engine",
field=models.CharField(
blank=True,
choices=[("azureai", "Azure AI Document Intelligence")],
max_length=32,
null=True,
verbose_name="Sets the remote OCR engine",
),
),
]
@@ -0,0 +1,27 @@
# Generated by Django 5.2.16 on 2026-08-10 15:43
from django.db import migrations
from django.db import models
class Migration(migrations.Migration):
dependencies = [
("paperless", "0014_applicationconfiguration_remote_ocr_api_key_and_more"),
]
operations = [
migrations.AddField(
model_name="applicationconfiguration",
name="remote_ocr_mode",
field=models.CharField(
blank=True,
choices=[
("always", "All supported documents"),
("workflow_only", "Only when a workflow enables it"),
],
max_length=32,
null=True,
verbose_name="Sets which documents are sent to the remote OCR engine",
),
),
]
+55
View File
@@ -74,6 +74,23 @@ class ColorConvertChoices(models.TextChoices):
CMYK = ("CMYK", _("CMYK"))
class RemoteOCREngine(models.TextChoices):
"""
Matches to PAPERLESS_REMOTE_OCR_ENGINE
"""
AZURE_AI = ("azureai", _("Azure AI Document Intelligence"))
class RemoteOCRMode(models.TextChoices):
"""
Matches to PAPERLESS_REMOTE_OCR_MODE
"""
ALWAYS = ("always", _("All supported documents"))
WORKFLOW_ONLY = ("workflow_only", _("Only when a workflow enables it"))
class LLMEmbeddingBackend(models.TextChoices):
OPENAI_LIKE = ("openai-like", _("OpenAI-compatible"))
HUGGINGFACE = ("huggingface", _("Huggingface"))
@@ -286,6 +303,44 @@ class ApplicationConfiguration(AbstractSingletonModel):
null=True,
)
"""
Settings for the remote OCR parser
"""
# PAPERLESS_REMOTE_OCR_ENGINE
remote_ocr_engine = models.CharField(
verbose_name=_("Sets the remote OCR engine"),
blank=True,
null=True,
max_length=32,
choices=RemoteOCREngine.choices,
)
# PAPERLESS_REMOTE_OCR_API_KEY
remote_ocr_api_key = models.CharField(
verbose_name=_("Sets the remote OCR API key"),
blank=True,
null=True,
max_length=1024,
)
# PAPERLESS_REMOTE_OCR_ENDPOINT
remote_ocr_endpoint = models.CharField(
verbose_name=_("Sets the remote OCR endpoint"),
blank=True,
null=True,
max_length=256,
)
# PAPERLESS_REMOTE_OCR_MODE
remote_ocr_mode = models.CharField(
verbose_name=_("Sets which documents are sent to the remote OCR engine"),
blank=True,
null=True,
max_length=32,
choices=RemoteOCRMode.choices,
)
"""
AI related settings
"""
+9
View File
@@ -134,6 +134,11 @@ class ParserProtocol(Protocol):
Author or organisation name.
url : str
URL for documentation, source code, or issue tracker.
Parsers that send document content to a remote service should additionally
set ``uses_remote_service = True`` so the registry can exclude them when
remote processing has not been requested for a document. The attribute is
optional so a parser that omits it is treated as fully local.
"""
# ------------------------------------------------------------------
@@ -145,6 +150,10 @@ class ParserProtocol(Protocol):
author: str
url: str
# NOTE: uses_remote_service is not declared here, the registry reads it
# with getattr(cls, ..., False) for backwards-compatibility with existing
# parsers
# ------------------------------------------------------------------
# Class methods
# ------------------------------------------------------------------
+14
View File
@@ -334,6 +334,8 @@ class ParserRegistry:
mime_type: str,
filename: str,
path: Path | None = None,
*,
allow_remote: bool = True,
) -> type[ParserProtocol] | None:
"""Return the best parser class for the given file, or None.
@@ -359,6 +361,11 @@ class ParserRegistry:
path:
Optional filesystem path to the file. Forwarded to each
parser's score method.
allow_remote:
When False, parsers that declare ``uses_remote_service = True``
are excluded from consideration, so a document is never sent to
a remote service. Parsers that do not declare the attribute
are treated as local and are always considered.
Returns
-------
@@ -374,6 +381,13 @@ class ParserRegistry:
if mime_type not in parser_class.supported_mime_types():
continue
if not allow_remote and getattr(
parser_class,
"uses_remote_service",
False,
):
continue
score = parser_class.score(mime_type, filename, path)
if score is None:
continue
+19 -10
View File
@@ -61,6 +61,18 @@ class RemoteEngineConfig:
self.api_key = api_key
self.endpoint = endpoint
@classmethod
def from_app_config(cls) -> Self:
"""Build the config from the app config, falling back to the env."""
from paperless.config import RemoteOCRConfig
app_config = RemoteOCRConfig()
return cls(
engine=app_config.remote_ocr_engine,
api_key=app_config.remote_ocr_api_key,
endpoint=app_config.remote_ocr_endpoint,
)
def engine_is_valid(self) -> bool:
"""Return True when the engine is known and fully configured."""
return (
@@ -90,6 +102,9 @@ class RemoteDocumentParser:
Maintainer name.
url : str
Issue tracker / source URL.
uses_remote_service : bool
Content is sent to a remote service, True so that the registry
can skip this parser if remote processing was not requested.
"""
name: str = "Paperless-ngx Remote OCR Parser"
@@ -97,6 +112,8 @@ class RemoteDocumentParser:
author: str = "Paperless-ngx Contributors"
url: str = "https://github.com/paperless-ngx/paperless-ngx"
uses_remote_service: bool = True
# ------------------------------------------------------------------
# Class methods
# ------------------------------------------------------------------
@@ -145,11 +162,7 @@ class RemoteDocumentParser:
20 when the remote engine is configured and the MIME type is
supported, otherwise None.
"""
config = RemoteEngineConfig(
engine=settings.REMOTE_OCR_ENGINE,
api_key=settings.REMOTE_OCR_API_KEY,
endpoint=settings.REMOTE_OCR_ENDPOINT,
)
config = RemoteEngineConfig.from_app_config()
if not config.engine_is_valid():
return None
if mime_type not in _SUPPORTED_MIME_TYPES:
@@ -244,11 +257,7 @@ class RemoteDocumentParser:
Whether an archive copy is wanted. For PDFs, False skips the
remote engine and uses locally-extracted text instead.
"""
config = RemoteEngineConfig(
engine=settings.REMOTE_OCR_ENGINE,
api_key=settings.REMOTE_OCR_API_KEY,
endpoint=settings.REMOTE_OCR_ENDPOINT,
)
config = RemoteEngineConfig.from_app_config()
if not config.engine_is_valid():
logger.warning(
+14 -5
View File
@@ -219,6 +219,13 @@ class ApplicationConfigurationSerializer(
allow_null=True,
max_length=1024,
)
remote_ocr_api_key = ObfuscatedPasswordField(
required=False,
allow_null=True,
max_length=1024,
)
OBFUSCATED_FIELDS = ("llm_api_key", "remote_ocr_api_key")
def run_validation(self, data):
# Empty strings treated as None to avoid unexpected behavior
@@ -230,11 +237,13 @@ class ApplicationConfigurationSerializer(
data["language"] = None
if "llm_output_language" in data and data["llm_output_language"] == "":
data["llm_output_language"] = None
if "llm_api_key" in data and data["llm_api_key"] is not None:
if data["llm_api_key"] == "":
data["llm_api_key"] = None
elif len(data["llm_api_key"].replace("*", "")) == 0:
del data["llm_api_key"]
for field in self.OBFUSCATED_FIELDS:
if field in data and data[field] is not None:
if data[field] == "":
data[field] = None
# Not a real value, don't overwrite the stored one
elif len(data[field].replace("*", "")) == 0:
del data[field]
return super().run_validation(data)
def update(self, instance, validated_data):
+5
View File
@@ -1203,6 +1203,11 @@ WEBHOOKS_ALLOW_INTERNAL_REQUESTS = get_bool_from_env(
REMOTE_OCR_ENGINE = os.getenv("PAPERLESS_REMOTE_OCR_ENGINE")
REMOTE_OCR_API_KEY = os.getenv("PAPERLESS_REMOTE_OCR_API_KEY")
REMOTE_OCR_ENDPOINT = os.getenv("PAPERLESS_REMOTE_OCR_ENDPOINT")
REMOTE_OCR_MODE = get_choice_from_env(
"PAPERLESS_REMOTE_OCR_MODE",
{"always", "workflow_only"},
default="always",
)
################################################################################
# AI Settings #
+24 -2
View File
@@ -114,7 +114,26 @@ def remote_parser() -> Generator[RemoteDocumentParser, None, None]:
@pytest.fixture()
def azure_settings(settings: SettingsWrapper) -> SettingsWrapper:
def empty_remote_ocr_app_config(mocker: MockerFixture) -> MagicMock:
# empty app config without accessing db
app_config = mocker.MagicMock(
remote_ocr_engine=None,
remote_ocr_api_key=None,
remote_ocr_endpoint=None,
remote_ocr_mode=None,
)
mocker.patch(
"paperless.config.BaseConfig._get_config_instance",
return_value=app_config,
)
return app_config
@pytest.fixture()
def azure_settings(
settings: SettingsWrapper,
empty_remote_ocr_app_config: MagicMock,
) -> SettingsWrapper:
"""Configure Django settings for a valid Azure AI OCR engine.
Sets ``REMOTE_OCR_ENGINE``, ``REMOTE_OCR_API_KEY``, and
@@ -133,7 +152,10 @@ def azure_settings(settings: SettingsWrapper) -> SettingsWrapper:
@pytest.fixture()
def no_engine_settings(settings: SettingsWrapper) -> SettingsWrapper:
def no_engine_settings(
settings: SettingsWrapper,
empty_remote_ocr_app_config: MagicMock,
) -> SettingsWrapper:
"""Configure Django settings with no remote engine configured.
Returns
@@ -21,6 +21,7 @@ from unittest.mock import Mock
import pytest
from documents.parsers import ParseError
from paperless.models import ApplicationConfiguration
from paperless.parsers import ParserContext
from paperless.parsers import ParserProtocol
from paperless.parsers.remote import RemoteDocumentParser
@@ -198,21 +199,21 @@ class TestRemoteParserScore:
def test_score_returns_none_when_api_key_missing(
self,
settings: SettingsWrapper,
no_engine_settings: SettingsWrapper,
) -> None:
settings.REMOTE_OCR_ENGINE = "azureai"
settings.REMOTE_OCR_API_KEY = None
settings.REMOTE_OCR_ENDPOINT = "https://test.cognitiveservices.azure.com"
no_engine_settings.REMOTE_OCR_ENGINE = "azureai"
no_engine_settings.REMOTE_OCR_ENDPOINT = (
"https://test.cognitiveservices.azure.com"
)
result = RemoteDocumentParser.score("application/pdf", "doc.pdf")
assert result is None
def test_score_returns_none_when_endpoint_missing(
self,
settings: SettingsWrapper,
no_engine_settings: SettingsWrapper,
) -> None:
settings.REMOTE_OCR_ENGINE = "azureai"
settings.REMOTE_OCR_API_KEY = "key"
settings.REMOTE_OCR_ENDPOINT = None
no_engine_settings.REMOTE_OCR_ENGINE = "azureai"
no_engine_settings.REMOTE_OCR_API_KEY = "key"
result = RemoteDocumentParser.score("application/pdf", "doc.pdf")
assert result is None
@@ -227,6 +228,24 @@ class TestRemoteParserScore:
score = RemoteDocumentParser.score("application/pdf", "doc.pdf")
assert score is not None and score > 10
@pytest.mark.django_db
def test_score_uses_app_config_when_env_unset(
self,
settings: SettingsWrapper,
) -> None:
"""The app config alone is enough to activate the parser."""
settings.REMOTE_OCR_ENGINE = None
settings.REMOTE_OCR_API_KEY = None
settings.REMOTE_OCR_ENDPOINT = None
config = ApplicationConfiguration.objects.first()
assert config is not None
config.remote_ocr_engine = "azureai"
config.remote_ocr_api_key = "app-config-key"
config.remote_ocr_endpoint = "https://config.cognitiveservices.azure.com"
config.save()
assert RemoteDocumentParser.score("application/pdf", "doc.pdf") == 20
# ---------------------------------------------------------------------------
# Properties
@@ -1277,6 +1277,8 @@ class TestParserFileTypes:
# ---------------------------------------------------------------------------
# Remote ocr config from ApplicationConfiguration needs DB access
@pytest.mark.django_db
class TestRasterisedDocumentParserRegistry:
def test_registered_in_defaults(self) -> None:
from paperless.parsers.registry import ParserRegistry
-26
View File
@@ -15,7 +15,6 @@ from paperless.checks import audit_log_check
from paperless.checks import binaries_check
from paperless.checks import check_default_language_available
from paperless.checks import check_deprecated_db_settings
from paperless.checks import check_remote_parser_configured
from paperless.checks import check_v3_minimum_upgrade_version
from paperless.checks import debug_mode_check
from paperless.checks import paths_check
@@ -631,31 +630,6 @@ class TestV3MinimumUpgradeVersionCheck:
assert check_v3_minimum_upgrade_version(None) == []
class TestRemoteParserChecks:
def test_no_engine(self, settings: SettingsWrapper) -> None:
settings.REMOTE_OCR_ENGINE = None
msgs = check_remote_parser_configured(None)
assert len(msgs) == 0
def test_azure_no_endpoint(self, settings: SettingsWrapper) -> None:
settings.REMOTE_OCR_ENGINE = "azureai"
settings.REMOTE_OCR_API_KEY = "somekey"
settings.REMOTE_OCR_ENDPOINT = None
msgs = check_remote_parser_configured(None)
assert len(msgs) == 1
msg = msgs[0]
assert (
"Azure AI remote parser requires endpoint and API key to be configured."
in msg.msg
)
class TestTesseractChecks:
def test_default_language(self) -> None:
check_default_language_available(None)
+118
View File
@@ -468,6 +468,124 @@ class TestParserRegistryGetParserForFile:
assert result is AcceptingBuiltin
class TestParserRegistryRemoteParsers:
"""Verify the allow_remote filter in ParserRegistry.get_parser_for_file()."""
@staticmethod
def _remote_parser_cls() -> type:
class RemoteParser:
name = "remote"
version = "1.0"
author = "A"
url = "https://example.com/remote"
uses_remote_service = True
@classmethod
def supported_mime_types(cls):
return {"text/plain": ".txt"}
@classmethod
def score(cls, mime_type, filename, path=None):
return 20
return RemoteParser
def test_remote_parser_wins_when_remote_allowed(
self,
dummy_parser_cls: type,
) -> None:
"""
GIVEN: A remote parser scoring 20 and a local parser scoring 10.
WHEN: get_parser_for_file() is called with allow_remote=True.
THEN: The remote parser is returned.
"""
remote_parser_cls = self._remote_parser_cls()
registry = ParserRegistry()
registry.register_builtin(dummy_parser_cls)
registry.register_builtin(remote_parser_cls)
result = registry.get_parser_for_file(
"text/plain",
"readme.txt",
allow_remote=True,
)
assert result is remote_parser_cls
def test_remote_parser_skipped_when_remote_not_allowed(
self,
dummy_parser_cls: type,
) -> None:
"""
GIVEN: A remote parser scoring 20 and a local parser scoring 10.
WHEN: get_parser_for_file() is called with allow_remote=False.
THEN: The local parser is returned despite its lower score.
"""
registry = ParserRegistry()
registry.register_builtin(dummy_parser_cls)
registry.register_builtin(self._remote_parser_cls())
result = registry.get_parser_for_file(
"text/plain",
"readme.txt",
allow_remote=False,
)
assert result is dummy_parser_cls
def test_no_parser_when_only_remote_available_and_not_allowed(self) -> None:
"""
GIVEN: A registry whose only candidate declares uses_remote_service.
WHEN: get_parser_for_file() is called with allow_remote=False.
THEN: None is returned the remote parser is never used as a
fallback when remote processing was not requested.
"""
registry = ParserRegistry()
registry.register_builtin(self._remote_parser_cls())
result = registry.get_parser_for_file(
"text/plain",
"readme.txt",
allow_remote=False,
)
assert result is None
def test_parser_without_attribute_treated_as_local(
self,
dummy_parser_cls: type,
) -> None:
"""
GIVEN: A third-party parser predating uses_remote_service, so it does
not declare the attribute at all.
WHEN: get_parser_for_file() is called with allow_remote=False.
THEN: It is still considered, i.e. treated as fully local, rather
than raising AttributeError.
"""
assert not hasattr(dummy_parser_cls, "uses_remote_service")
registry = ParserRegistry()
registry.register_builtin(dummy_parser_cls)
result = registry.get_parser_for_file(
"text/plain",
"readme.txt",
allow_remote=False,
)
assert result is dummy_parser_cls
def test_remote_allowed_by_default(self) -> None:
"""
GIVEN: A registry containing only a remote parser.
WHEN: get_parser_for_file() is called without allow_remote.
THEN: The remote parser is returned callers that do not opt in to
the filter keep the previous behaviour.
"""
remote_parser_cls = self._remote_parser_cls()
registry = ParserRegistry()
registry.register_builtin(remote_parser_cls)
result = registry.get_parser_for_file("text/plain", "readme.txt")
assert result is remote_parser_cls
class TestDiscover:
"""Verify entrypoint discovery in ParserRegistry.discover()."""
@@ -0,0 +1,113 @@
"""Tests for RemoteOCRConfig precedence between app config and Django settings."""
from __future__ import annotations
from typing import TYPE_CHECKING
import pytest
from django.test import override_settings
from paperless.config import RemoteOCRConfig
from paperless.models import RemoteOCRMode
if TYPE_CHECKING:
from unittest.mock import MagicMock
@pytest.fixture()
def null_app_config(mocker) -> MagicMock:
"""Mock ApplicationConfiguration with all fields None → falls back to Django settings."""
return mocker.MagicMock(
remote_ocr_engine=None,
remote_ocr_api_key=None,
remote_ocr_endpoint=None,
remote_ocr_mode=None,
)
@pytest.fixture()
def make_remote_ocr_config(mocker):
def _make(app_config, **django_settings_overrides):
mocker.patch(
"paperless.config.BaseConfig._get_config_instance",
return_value=app_config,
)
with override_settings(**django_settings_overrides):
return RemoteOCRConfig()
return _make
class TestRemoteOCRConfig:
def test_falls_back_to_settings(
self,
make_remote_ocr_config,
null_app_config,
) -> None:
cfg = make_remote_ocr_config(
null_app_config,
REMOTE_OCR_ENGINE="azureai",
REMOTE_OCR_API_KEY="env-key",
REMOTE_OCR_ENDPOINT="https://env.cognitiveservices.azure.com",
REMOTE_OCR_MODE=RemoteOCRMode.WORKFLOW_ONLY,
)
assert cfg.remote_ocr_engine == "azureai"
assert cfg.remote_ocr_api_key == "env-key"
assert cfg.remote_ocr_endpoint == "https://env.cognitiveservices.azure.com"
assert cfg.remote_ocr_mode == RemoteOCRMode.WORKFLOW_ONLY
def test_app_config_takes_precedence(
self,
make_remote_ocr_config,
mocker,
) -> None:
app_config = mocker.MagicMock(
remote_ocr_engine="azureai",
remote_ocr_api_key="db-key",
remote_ocr_endpoint="https://db.cognitiveservices.azure.com",
remote_ocr_mode=RemoteOCRMode.WORKFLOW_ONLY,
)
cfg = make_remote_ocr_config(
app_config,
REMOTE_OCR_ENGINE=None,
REMOTE_OCR_API_KEY="env-key",
REMOTE_OCR_ENDPOINT="https://env.cognitiveservices.azure.com",
REMOTE_OCR_MODE=RemoteOCRMode.ALWAYS,
)
assert cfg.remote_ocr_engine == "azureai"
assert cfg.remote_ocr_api_key == "db-key"
assert cfg.remote_ocr_endpoint == "https://db.cognitiveservices.azure.com"
assert cfg.remote_ocr_mode == RemoteOCRMode.WORKFLOW_ONLY
def test_unset_everywhere(
self,
make_remote_ocr_config,
null_app_config,
) -> None:
cfg = make_remote_ocr_config(
null_app_config,
REMOTE_OCR_ENGINE=None,
REMOTE_OCR_API_KEY=None,
REMOTE_OCR_ENDPOINT=None,
)
assert cfg.remote_ocr_engine is None
assert cfg.remote_ocr_api_key is None
assert cfg.remote_ocr_endpoint is None
class TestRemoteOCRByDefault:
def test_always_mode(self, make_remote_ocr_config, null_app_config) -> None:
cfg = make_remote_ocr_config(
null_app_config,
REMOTE_OCR_MODE=RemoteOCRMode.ALWAYS,
)
assert cfg.remote_ocr_by_default is True
def test_workflow_only_mode(self, make_remote_ocr_config, null_app_config) -> None:
cfg = make_remote_ocr_config(
null_app_config,
REMOTE_OCR_MODE=RemoteOCRMode.WORKFLOW_ONLY,
)
assert cfg.remote_ocr_by_default is False