The LLM-generated test for that last thing

don't let waiting requests re-run a failed llm generation
tidy up
2026-08-27 05:03:20 +00:00 · 2026-08-26 09:57:07 -07:00 · 2026-08-26 09:57:07 -07:00 · 2026-08-26 09:53:27 -07:00 · 2026-08-26 09:53:27 -07:00 · 2026-08-26 16:50:29 +00:00
36 changed files with 2332 additions and 705 deletions
@@ -667,6 +667,35 @@ The action takes no options, its presence is what enables remote OCR for a match
 If the remote engine is not configured, or does not support the document's file type, the document is
 processed locally instead and a warning is written to the log.

+##### Apply AI Suggestions {#workflow-action-apply-ai-suggestions}
+
+"Apply AI Suggestions" actions ask the configured AI service for title and metadata suggestions,
+the same as the AI suggestions shown on the document detail page, except applied automatically and in bulk.
+It requires [AI features](configuration.md#ai) to be enabled. You can specify:
+
+- Which suggestions to apply: title, tags, correspondent, document type, storage path and / or created
+  date. Suggestions for fields you did not select are discarded.
+- Whether to create missing items. By default only tags, correspondents and document types that
+  already exist are assigned and any other suggestion is dropped. With this enabled, suggested items
+  that do not exist are created. Storage paths are never created.
+- Whether to overwrite existing values. By default a field is only filled in if it is currently empty.
+  Note that documents almost always already have a title and created date, so if you select those you
+  will usually want to enable this too. Tags are an exception: suggested tags are always added and
+  never replace the document's existing tags.
+
+The action works with every trigger **except Consumption Started**, because suggestions are made from
+the document's text, which does not exist until after the document has been processed.
+
+Because the query to the AI service is slow, the action is queued and runs in the background rather
+than as part of the workflow run itself. The document is updated once the suggestions come back.
+
+!!! warning
+
+    Every matching document results in a query to the AI service, which may incur costs and have privacy
+    implications. Queries can be slow, so a workflow matching a large number of documents can occupy the
+    task queue, and delay consumption of new documents, etc. Consider narrowing the trigger filters,
+    running in small batches and / or increasing workers.
+
 #### Workflow placeholders

 Titles and webhook payloads can be generated by workflows using [Jinja templates](https://jinja.palletsprojects.com/en/3.1.x/templates/).
@@ -296,11 +296,11 @@
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-          <context context-type="linenumber">93</context>
+          <context context-type="linenumber">89</context>
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-          <context context-type="linenumber">95</context>
+          <context context-type="linenumber">91</context>
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@@ -323,11 +323,11 @@
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-          <context context-type="linenumber">102</context>
+          <context context-type="linenumber">98</context>
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          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">104</context>
+          <context context-type="linenumber">100</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/share-link-bundle-dialog/share-link-bundle-dialog.component.html</context>
@@ -374,15 +374,15 @@
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        <context-group purpose="location">
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+          <context context-type="linenumber">56</context>
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-          <context context-type="linenumber">286</context>
+          <context context-type="linenumber">282</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5890330709052835856" datatype="html">
@@ -727,11 +727,11 @@
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        <context-group purpose="location">
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-          <context context-type="linenumber">320</context>
+          <context context-type="linenumber">316</context>
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-          <context context-type="linenumber">322</context>
+          <context context-type="linenumber">318</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2272120016352772836" datatype="html">
@@ -1142,11 +1142,11 @@
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">244</context>
+          <context context-type="linenumber">240</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">246</context>
+          <context context-type="linenumber">242</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/saved-views/saved-views.component.html</context>
@@ -1620,6 +1620,10 @@
          <context context-type="sourcefile">src/app/components/admin/settings/settings.component.ts</context>
          <context context-type="linenumber">99</context>
        </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
+          <context context-type="linenumber">173</context>
+        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.html</context>
          <context context-type="linenumber">174</context>
@@ -1651,6 +1655,10 @@
          <context context-type="sourcefile">src/app/components/admin/settings/settings.component.ts</context>
          <context context-type="linenumber">100</context>
        </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
+          <context context-type="linenumber">177</context>
+        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.html</context>
          <context context-type="linenumber">178</context>
@@ -1682,6 +1690,10 @@
          <context context-type="sourcefile">src/app/components/admin/settings/settings.component.ts</context>
          <context context-type="linenumber">101</context>
        </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
+          <context context-type="linenumber">181</context>
+        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.html</context>
          <context context-type="linenumber">182</context>
@@ -1711,7 +1723,11 @@
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">215</context>
+          <context context-type="linenumber">211</context>
+        </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
+          <context context-type="linenumber">169</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/input/tags/tags.component.ts</context>
@@ -1801,15 +1817,15 @@
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">162</context>
+          <context context-type="linenumber">164</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">274</context>
+          <context context-type="linenumber">276</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">304</context>
+          <context context-type="linenumber">306</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6904866445262015585" datatype="html">
@@ -1820,11 +1836,11 @@
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">307</context>
+          <context context-type="linenumber">303</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">309</context>
+          <context context-type="linenumber">305</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8492095365580052820" datatype="html">
@@ -2087,7 +2103,7 @@
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">95</context>
+          <context context-type="linenumber">96</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/share-link-bundle-manage-dialog/share-link-bundle-manage-dialog.component.html</context>
@@ -2402,7 +2418,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">80</context>
+          <context context-type="linenumber">81</context>
        </context-group>
      </trans-unit>
      <trans-unit id="228975554646076615" datatype="html">
@@ -2462,7 +2478,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">122</context>
+          <context context-type="linenumber">123</context>
        </context-group>
      </trans-unit>
      <trans-unit id="235571817610183244" datatype="html">
@@ -2473,7 +2489,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">84</context>
+          <context context-type="linenumber">85</context>
        </context-group>
      </trans-unit>
      <trans-unit id="526966086395145275" datatype="html">
@@ -2484,7 +2500,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">76</context>
+          <context context-type="linenumber">77</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6520092939021340973" datatype="html">
@@ -2601,11 +2617,11 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">268</context>
+          <context context-type="linenumber">264</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">270</context>
+          <context context-type="linenumber">266</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3818027200170621545" datatype="html">
@@ -2962,11 +2978,11 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">298</context>
+          <context context-type="linenumber">294</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">300</context>
+          <context context-type="linenumber">296</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4569276013106377105" datatype="html">
@@ -3275,104 +3291,104 @@
        <source>by Paperless-ngx</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">27,28</context>
+          <context context-type="linenumber">23,24</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7228136119811576789" datatype="html">
        <source>User menu</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">44</context>
+          <context context-type="linenumber">40</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2448391510242468907" datatype="html">
        <source>Logged in as <x id="INTERPOLATION" equiv-text="{{this.settingsService.displayName}}"/></source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">52,53</context>
+          <context context-type="linenumber">48,49</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2127032578120864096" datatype="html">
        <source>My Profile</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">56</context>
+          <context context-type="linenumber">52</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3797778920049399855" datatype="html">
        <source>Logout</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">63</context>
+          <context context-type="linenumber">59</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4895326106573044490" datatype="html">
        <source>Documentation</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">68</context>
+          <context context-type="linenumber">64</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">328,329</context>
+          <context context-type="linenumber">324,325</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">331</context>
+          <context context-type="linenumber">327</context>
        </context-group>
      </trans-unit>
      <trans-unit id="472206565520537964" datatype="html">
        <source>Saved views</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">112,113</context>
+          <context context-type="linenumber">108,109</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">142,143</context>
+          <context context-type="linenumber">138,139</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6988090220128974198" datatype="html">
        <source>Open documents</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">151,152</context>
+          <context context-type="linenumber">147,148</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5687256342387781369" datatype="html">
        <source>Close all</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">173</context>
+          <context context-type="linenumber">169</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">175</context>
+          <context context-type="linenumber">171</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3897348120591552265" datatype="html">
        <source>Manage</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">184,185</context>
+          <context context-type="linenumber">180,181</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8008131619909556709" datatype="html">
        <source>Attributes</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">192</context>
+          <context context-type="linenumber">188</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">194</context>
+          <context context-type="linenumber">190</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7437910965833684826" datatype="html">
        <source>Correspondents</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">220</context>
+          <context context-type="linenumber">216</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/suggestions-dropdown/suggestions-dropdown.component.html</context>
@@ -3391,7 +3407,7 @@
        <source>Document types</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">225</context>
+          <context context-type="linenumber">221</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/document-attributes.component.ts</context>
@@ -3402,7 +3418,7 @@
        <source>Storage paths</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">230</context>
+          <context context-type="linenumber">226</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/document-attributes/document-attributes.component.ts</context>
@@ -3413,7 +3429,7 @@
        <source>Custom fields</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">235</context>
+          <context context-type="linenumber">231</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/bulk-editor/bulk-editor.component.html</context>
@@ -3432,11 +3448,11 @@
        <source>Workflows</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">253</context>
+          <context context-type="linenumber">249</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">255</context>
+          <context context-type="linenumber">251</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/manage/workflows/workflows.component.html</context>
@@ -3447,99 +3463,99 @@
        <source>Mail</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">261</context>
+          <context context-type="linenumber">257</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">263</context>
+          <context context-type="linenumber">259</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7844706011418789951" datatype="html">
        <source>Administration</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">278,279</context>
+          <context context-type="linenumber">274,275</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3008420115644088420" datatype="html">
        <source>Configuration</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">291</context>
+          <context context-type="linenumber">287</context>
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        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">293</context>
+          <context context-type="linenumber">289</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1534029177398918729" datatype="html">
        <source>GitHub</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">338</context>
+          <context context-type="linenumber">334</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4112664765954374539" datatype="html">
        <source>is available.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">348</context>
+          <context context-type="linenumber">344</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1175891574282637937" datatype="html">
        <source>Click to view.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">348</context>
+          <context context-type="linenumber">344</context>
        </context-group>
      </trans-unit>
      <trans-unit id="9811291095862612" datatype="html">
        <source>Paperless-ngx can automatically check for updates</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">352</context>
+          <context context-type="linenumber">348</context>
        </context-group>
      </trans-unit>
      <trans-unit id="894819944961861800" datatype="html">
        <source> How does this work? </source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">360</context>
+          <context context-type="linenumber">356</context>
        </context-group>
      </trans-unit>
      <trans-unit id="509090351011426949" datatype="html">
        <source>Update available</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">372</context>
+          <context context-type="linenumber">368</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1329827712962827905" datatype="html">
        <source>Configure update checking</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.html</context>
-          <context context-type="linenumber">377</context>
+          <context context-type="linenumber">373</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1542489069631984294" datatype="html">
        <source>Sidebar views updated</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">425</context>
+          <context context-type="linenumber">427</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3547923076537026828" datatype="html">
        <source>Error updating sidebar views</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">428</context>
+          <context context-type="linenumber">430</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2526035785704676448" datatype="html">
        <source>An error occurred while saving update checking settings.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/app-frame/app-frame.component.ts</context>
-          <context context-type="linenumber">449</context>
+          <context context-type="linenumber">451</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4580988005648117665" datatype="html">
@@ -4332,7 +4348,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">91</context>
+          <context context-type="linenumber">92</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-list/document-list.component.html</context>
@@ -5322,7 +5338,7 @@
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">137</context>
+          <context context-type="linenumber">138</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/profile-edit-dialog/profile-edit-dialog.component.html</context>
@@ -5954,18 +5970,67 @@
          <context context-type="linenumber">461,462</context>
        </context-group>
      </trans-unit>
+      <trans-unit id="4231754882471903566" datatype="html">
+        <source>The document will be sent to the configured AI service for suggestions. Consider costs and privacy.</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
+          <context context-type="linenumber">468,469</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="3473589590476379802" datatype="html">
+        <source>Apply suggestions for</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
+          <context context-type="linenumber">471,472</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="6859826074028847234" datatype="html">
+        <source>Suggestions for fields that are not selected are discarded.</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
+          <context context-type="linenumber">476,477</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="1137167921211640884" datatype="html">
+        <source>Create missing items</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
+          <context context-type="linenumber">486,487</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="449779688394460071" datatype="html">
+        <source>Create suggested tags, correspondents and document types that do not exist yet.</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
+          <context context-type="linenumber">488,489</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="5192325026233872238" datatype="html">
+        <source>Overwrite existing values</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
+          <context context-type="linenumber">496,497</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="9010697250406492150" datatype="html">
+        <source>Apply suggestions even if the document already has a value. Tags are always added, never replaced.</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
+          <context context-type="linenumber">498,499</context>
+        </context-group>
+      </trans-unit>
      <trans-unit id="4626030417479279989" datatype="html">
        <source>Consume Folder</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">72</context>
+          <context context-type="linenumber">73</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3553216189604488439" datatype="html">
        <source>Modified</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">99</context>
+          <context context-type="linenumber">100</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/data/document.ts</context>
@@ -5976,63 +6041,63 @@
        <source>Custom Field</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">103</context>
+          <context context-type="linenumber">104</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8696908693776094667" datatype="html">
        <source>Consumption Started</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">111</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7858311467093621703" datatype="html">
        <source>Document Added</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">114</context>
+          <context context-type="linenumber">115</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7955486237346046731" datatype="html">
        <source>Document Updated</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">118</context>
+          <context context-type="linenumber">119</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5502398334173581061" datatype="html">
        <source>Assignment</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">129</context>
+          <context context-type="linenumber">130</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6234812824772766804" datatype="html">
        <source>Removal</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">133</context>
+          <context context-type="linenumber">134</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4206419737792796794" datatype="html">
        <source>Webhook</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">141</context>
+          <context context-type="linenumber">142</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4824906895380506720" datatype="html">
        <source>Password removal</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">145</context>
+          <context context-type="linenumber">146</context>
        </context-group>
      </trans-unit>
      <trans-unit id="2048798344356757326" datatype="html">
        <source>Move to trash</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">149</context>
+          <context context-type="linenumber">150</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.ts</context>
@@ -6047,116 +6112,157 @@
        <source>Remote OCR</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">153</context>
+          <context context-type="linenumber">154</context>
        </context-group>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/data/paperless-config.ts</context>
          <context context-type="linenumber">58</context>
        </context-group>
      </trans-unit>
+      <trans-unit id="4101630920511881483" datatype="html">
+        <source>Apply AI suggestions</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
+          <context context-type="linenumber">158</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="5701618810648052610" datatype="html">
+        <source>Title</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
+          <context context-type="linenumber">165</context>
+        </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.html</context>
+          <context context-type="linenumber">167</context>
+        </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/document-list/document-list.component.html</context>
+          <context context-type="linenumber">218,219</context>
+        </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/document-list/filter-editor/filter-editor.component.ts</context>
+          <context context-type="linenumber">197</context>
+        </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/data/document.ts</context>
+          <context context-type="linenumber">30</context>
+        </context-group>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/data/document.ts</context>
+          <context context-type="linenumber">90</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="5224451373257709572" datatype="html">
+        <source>Created date</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
+          <context context-type="linenumber">185</context>
+        </context-group>
+      </trans-unit>
      <trans-unit id="4522609911791833187" datatype="html">
        <source>Has any of these tags</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">222</context>
+          <context context-type="linenumber">254</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4166903555074156852" datatype="html">
        <source>Has all of these tags</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">261</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6624363795312783141" datatype="html">
        <source>Does not have these tags</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">236</context>
+          <context context-type="linenumber">268</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7168528512669831184" datatype="html">
        <source>Has any of these correspondents</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">243</context>
+          <context context-type="linenumber">275</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5281365940563983618" datatype="html">
        <source>Has correspondent</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">251</context>
+          <context context-type="linenumber">283</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6884498632428600393" datatype="html">
        <source>Does not have correspondents</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">259</context>
+          <context context-type="linenumber">291</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4806713133917046341" datatype="html">
        <source>Has document type</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">267</context>
+          <context context-type="linenumber">299</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8801397520369995032" datatype="html">
        <source>Has any of these document types</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">275</context>
+          <context context-type="linenumber">307</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1507843981661822403" datatype="html">
        <source>Does not have document types</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">283</context>
+          <context context-type="linenumber">315</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4277260190522078330" datatype="html">
        <source>Has storage path</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">291</context>
+          <context context-type="linenumber">323</context>
        </context-group>
      </trans-unit>
      <trans-unit id="8858580062214623097" datatype="html">
        <source>Has any of these storage paths</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">299</context>
+          <context context-type="linenumber">331</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6070943364927280151" datatype="html">
        <source>Does not have storage paths</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">307</context>
+          <context context-type="linenumber">339</context>
        </context-group>
      </trans-unit>
      <trans-unit id="6250799006816371860" datatype="html">
        <source>Matches custom field query</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">315</context>
+          <context context-type="linenumber">347</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3138206142174978019" datatype="html">
        <source>Create new workflow</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">524</context>
+          <context context-type="linenumber">556</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5996779210524133604" datatype="html">
        <source>Edit workflow</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">528</context>
+          <context context-type="linenumber">560</context>
        </context-group>
      </trans-unit>
      <trans-unit id="5457837313196342910" datatype="html">
@@ -8021,35 +8127,35 @@
        <source>Paperless-ngx is running!</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">2</context>
+          <context context-type="linenumber">6</context>
        </context-group>
      </trans-unit>
      <trans-unit id="3326049540711826572" datatype="html">
        <source>You&apos;re ready to start uploading documents! Explore the various features of this web app on your own, or start a quick tour using the button below.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">3,4</context>
+          <context context-type="linenumber">8,9</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4474647174688421179" datatype="html">
        <source>More detail on how to use and configure Paperless-ngx is always available in the <x id="START_LINK" ctype="x-a" equiv-text="&lt;a href=&quot;https://docs.paperless-ngx.com&quot; target=&quot;_blank&quot;&gt;"/>documentation<x id="CLOSE_LINK" ctype="x-a" equiv-text="&lt;/a&gt;"/>.</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">4,6</context>
+          <context context-type="linenumber">9,10</context>
        </context-group>
      </trans-unit>
      <trans-unit id="4294899532887357745" datatype="html">
        <source>Thanks for being a part of the Paperless-ngx community!</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">7,8</context>
+          <context context-type="linenumber">13,14</context>
        </context-group>
      </trans-unit>
      <trans-unit id="1415832194529539652" datatype="html">
        <source>Start the tour</source>
        <context-group purpose="location">
          <context context-type="sourcefile">src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html</context>
-          <context context-type="linenumber">8</context>
+          <context context-type="linenumber">14</context>
        </context-group>
      </trans-unit>
      <trans-unit id="7822640317427130239" datatype="html">
@@ -8208,29 +8314,6 @@
          <context context-type="linenumber">164,165</context>
        </context-group>
      </trans-unit>
-      <trans-unit id="5701618810648052610" datatype="html">
-        <source>Title</source>
-        <context-group purpose="location">
-          <context context-type="sourcefile">src/app/components/document-detail/document-detail.component.html</context>
-          <context context-type="linenumber">167</context>
-        </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">src/app/components/document-list/document-list.component.html</context>
-          <context context-type="linenumber">218,219</context>
-        </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">src/app/components/document-list/filter-editor/filter-editor.component.ts</context>
-          <context context-type="linenumber">197</context>
-        </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">src/app/data/document.ts</context>
-          <context context-type="linenumber">30</context>
-        </context-group>
-        <context-group purpose="location">
-          <context context-type="sourcefile">src/app/data/document.ts</context>
-          <context context-type="linenumber">90</context>
-        </context-group>
-      </trans-unit>
      <trans-unit id="5114742157723900905" datatype="html">
        <source>Date created</source>
        <context-group purpose="location">
@@ -10,16 +10,12 @@
    tourAnchor="tour.intro">
    @if (!hasCustomBranding) {
      <pngx-logo extra_classes="navbar-official-logo px-1" height="2.4rem"></pngx-logo>
-      <svg class="brand-mark brand-mark-slim d-none" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1000 1000" width="1.5em" height="1.5em" fill="currentColor">
-        <path d="M341,949.1c-6.9-20.3-20.7-61.2-21.9-61-199.6-88.9-182.5-229.8-134.3-347.5,30,137.2,268.8,148.9,146.2,336-.9,2.2,10,27.8,19.5,51.3,22.7-51.9,58.6-115.5,55.8-120.8C178,398.7,724.9,299,807.1,18.5c83,251.5,53.1,659.8-377.4,814.9-2,1.4-63.5,148.6-66.9,150.2-.2-2.1-33.2,2.9-30.1-8.7,1.6-7,4.8-16.2,8.2-25.6h0v-.2h.1ZM323.1,846.2c48.3-71.9-12.7-120.8-56.9-152.2,81.2,107.4,66.4,120.8,56.9,152.2h0Z"/>
-      </svg>
+      <pngx-brand-mark class="brand-mark brand-mark-slim d-none"></pngx-brand-mark>
    } @else {
      @if (customAppLogo) {
        <img class="brand-logo" [src]="customAppLogo" alt="" />
      } @else {
-        <svg class="brand-mark" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1000 1000" width="1.5em" height="1.5em" fill="currentColor">
-          <path d="M341,949.1c-6.9-20.3-20.7-61.2-21.9-61-199.6-88.9-182.5-229.8-134.3-347.5,30,137.2,268.8,148.9,146.2,336-.9,2.2,10,27.8,19.5,51.3,22.7-51.9,58.6-115.5,55.8-120.8C178,398.7,724.9,299,807.1,18.5c83,251.5,53.1,659.8-377.4,814.9-2,1.4-63.5,148.6-66.9,150.2-.2-2.1-33.2,2.9-30.1-8.7,1.6-7,4.8-16.2,8.2-25.6h0v-.2h.1ZM323.1,846.2c48.3-71.9-12.7-120.8-56.9-152.2,81.2,107.4,66.4,120.8,56.9,152.2h0Z"/>
-        </svg>
+        <pngx-brand-mark class="brand-mark"></pngx-brand-mark>
      }
      <div class="brand-copy ms-2 text-truncate" [class.d-md-none]="slimSidebarEnabled">
        <span class="brand-title text-truncate">{{ appTitle }}</span>
@@ -45,6 +45,7 @@ import { TasksService } from 'src/app/services/tasks.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { environment } from 'src/environments/environment'
 import { ChatComponent } from '../chat/chat/chat.component'
+import { BrandMarkComponent } from '../common/logo/brand-mark/brand-mark.component'
 import { LogoComponent } from '../common/logo/logo.component'
 import { ProfileEditDialogComponent } from '../common/profile-edit-dialog/profile-edit-dialog.component'
 import { DocumentDetailComponent } from '../document-detail/document-detail.component'
@@ -61,6 +62,7 @@ const SCROLL_THRESHOLD = 16
  imports: [
    GlobalSearchComponent,
    LogoComponent,
+    BrandMarkComponent,
    DocumentTitlePipe,
    IfPermissionsDirective,
    ToastsDropdownComponent,
@@ -462,6 +462,45 @@
          </div>
        </div>
      }
+      @case (WorkflowActionType.ApplyAiSuggestions) {
+        <div class="row">
+          <div class="col">
+            <p class="text-muted small" i18n>The document will be sent to the configured AI service for suggestions. Consider costs and privacy.</p>
+            <pngx-input-select
+              i18n-title
+              title="Apply suggestions for"
+              [items]="aiSuggestionFieldOptions"
+              [multiple]="true"
+              formControlName="ai_suggestion_fields"
+              [error]="error?.actions?.[i]?.ai_suggestion_fields"
+              hint="Suggestions for fields that are not selected are discarded."
+              i18n-hint
+            ></pngx-input-select>
+          </div>
+        </div>
+        <div class="row">
+          <div class="col-md-6">
+            <pngx-input-switch
+              [horizontal]="true"
+              i18n-title
+              title="Create missing items"
+              formControlName="ai_create_missing"
+              hint="Create suggested tags, correspondents and document types that do not exist yet."
+              i18n-hint
+            ></pngx-input-switch>
+          </div>
+          <div class="col-md-6">
+            <pngx-input-switch
+              [horizontal]="true"
+              i18n-title
+              title="Overwrite existing values"
+              formControlName="ai_overwrite_existing"
+              hint="Apply suggestions even if the document already has a value. Tags are always added, never replaced."
+              i18n-hint
+            ></pngx-input-switch>
+          </div>
+        </div>
+      }
    }
  </div>
 </ng-template>
@@ -22,6 +22,7 @@ import {
 } from 'src/app/data/matching-model'
 import { Workflow } from 'src/app/data/workflow'
 import {
+  AISuggestionField,
  WorkflowAction,
  WorkflowActionType,
 } from 'src/app/data/workflow-action'
@@ -49,6 +50,7 @@ import { TagsComponent } from '../../input/tags/tags.component'
 import { TextComponent } from '../../input/text/text.component'
 import { EditDialogMode } from '../edit-dialog.component'
 import {
+  AI_SUGGESTION_FIELD_OPTIONS,
  DOCUMENT_SOURCE_OPTIONS,
  SCHEDULE_DATE_FIELD_OPTIONS,
  TriggerFilterType,
@@ -239,14 +241,15 @@ describe('WorkflowEditDialogComponent', () => {
      SCHEDULE_DATE_FIELD_OPTIONS
    )

-    // Email disabled
+    // Email, remote OCR and AI all disabled
    jest.spyOn(settingsService, 'get').mockReturnValue(false)
    component.ngOnInit()
    expect(component.actionTypeOptions).toEqual(
      WORKFLOW_ACTION_OPTIONS.filter(
        (a) =>
          a.id !== WorkflowActionType.Email &&
-          a.id !== WorkflowActionType.RemoteOcr
+          a.id !== WorkflowActionType.RemoteOcr &&
+          a.id !== WorkflowActionType.ApplyAiSuggestions
      )
    )
  })
@@ -344,6 +347,125 @@ describe('WorkflowEditDialogComponent', () => {
    )
  })

+  it('should offer apply AI suggestions unless every trigger is consumption', () => {
+    jest.spyOn(settingsService, 'get').mockReturnValue(true)
+
+    // Consumption runs before the document has been parsed, so there would be
+    // no content to make suggestions from
+    component.object = {
+      name: 'Workflow 1',
+      order: 0,
+      enabled: true,
+      triggers: [{ type: WorkflowTriggerType.Consumption }],
+      actions: [],
+    } as Workflow
+    component.ngOnInit()
+    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
+      WorkflowActionType.ApplyAiSuggestions
+    )
+
+    // A second, usable trigger is enough
+    component.object = {
+      name: 'Workflow 2',
+      order: 0,
+      enabled: true,
+      triggers: [
+        { type: WorkflowTriggerType.Consumption },
+        { type: WorkflowTriggerType.DocumentAdded },
+      ],
+      actions: [],
+    } as Workflow
+    component.ngOnInit()
+    expect(component.actionTypeOptions.map((a) => a.id)).toContain(
+      WorkflowActionType.ApplyAiSuggestions
+    )
+  })
+
+  it('should keep apply AI suggestions listed when an action already uses it', () => {
+    jest.spyOn(settingsService, 'get').mockReturnValue(true)
+
+    // Otherwise changing the trigger would silently blank the selection
+    component.object = {
+      name: 'Workflow 1',
+      order: 0,
+      enabled: true,
+      triggers: [{ type: WorkflowTriggerType.Consumption }],
+      actions: [{ type: WorkflowActionType.ApplyAiSuggestions }],
+    } as Workflow
+    component.ngOnInit()
+
+    expect(component.actionTypeOptions.map((a) => a.id)).toContain(
+      WorkflowActionType.ApplyAiSuggestions
+    )
+  })
+
+  it('should not offer apply AI suggestions when AI is disabled', () => {
+    jest
+      .spyOn(settingsService, 'get')
+      .mockImplementation((key) => key !== SETTINGS_KEYS.AI_ENABLED)
+
+    component.object = {
+      name: 'Workflow 1',
+      order: 0,
+      enabled: true,
+      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
+      actions: [],
+    } as Workflow
+    component.ngOnInit()
+
+    expect(component.actionTypeOptions.map((a) => a.id)).not.toContain(
+      WorkflowActionType.ApplyAiSuggestions
+    )
+  })
+
+  it('should create form fields for apply AI suggestions options', () => {
+    component.object = {
+      name: 'Workflow 1',
+      order: 0,
+      enabled: true,
+      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
+      actions: [
+        {
+          type: WorkflowActionType.ApplyAiSuggestions,
+          ai_suggestion_fields: [
+            AISuggestionField.Title,
+            AISuggestionField.Tags,
+          ],
+          ai_create_missing: true,
+          ai_overwrite_existing: true,
+        },
+      ],
+    } as Workflow
+    component.ngOnInit()
+
+    const action = component.actionFields.at(0)
+    expect(action.get('ai_suggestion_fields').value).toEqual([
+      AISuggestionField.Title,
+      AISuggestionField.Tags,
+    ])
+    expect(action.get('ai_create_missing').value).toBeTruthy()
+    expect(action.get('ai_overwrite_existing').value).toBeTruthy()
+    expect(component.aiSuggestionFieldOptions).toEqual(
+      AI_SUGGESTION_FIELD_OPTIONS
+    )
+  })
+
+  it('should default apply AI suggestions options on a new action', () => {
+    component.object = {
+      name: 'Workflow 1',
+      order: 0,
+      enabled: true,
+      triggers: [{ type: WorkflowTriggerType.DocumentAdded }],
+      actions: [],
+    } as Workflow
+    component.addAction()
+
+    const action = component.actionFields.at(component.actionFields.length - 1)
+    expect(action.get('ai_suggestion_fields').value).toEqual([])
+    expect(action.get('ai_create_missing').value).toBeFalsy()
+    expect(action.get('ai_overwrite_existing').value).toBeFalsy()
+  })
+
  it('should support add and remove triggers and actions', () => {
    component.object = workflow
    component.addTrigger()
@@ -30,6 +30,7 @@ import { StoragePath } from 'src/app/data/storage-path'
 import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { Workflow } from 'src/app/data/workflow'
 import {
+  AISuggestionField,
  WorkflowAction,
  WorkflowActionType,
 } from 'src/app/data/workflow-action'
@@ -152,6 +153,37 @@ export const WORKFLOW_ACTION_OPTIONS = [
    id: WorkflowActionType.RemoteOcr,
    name: $localize`Remote OCR`,
  },
+  {
+    id: WorkflowActionType.ApplyAiSuggestions,
+    name: $localize`Apply AI suggestions`,
+  },
+]
+
+export const AI_SUGGESTION_FIELD_OPTIONS = [
+  {
+    id: AISuggestionField.Title,
+    name: $localize`Title`,
+  },
+  {
+    id: AISuggestionField.Tags,
+    name: $localize`Tags`,
+  },
+  {
+    id: AISuggestionField.Correspondent,
+    name: $localize`Correspondent`,
+  },
+  {
+    id: AISuggestionField.DocumentType,
+    name: $localize`Document type`,
+  },
+  {
+    id: AISuggestionField.StoragePath,
+    name: $localize`Storage path`,
+  },
+  {
+    id: AISuggestionField.Created,
+    name: $localize`Created date`,
+  },
 ]

 export enum TriggerFilterType {
@@ -576,6 +608,24 @@ export class WorkflowEditDialogComponent
      allowed = allowed.filter((a) => a.id !== WorkflowActionType.RemoteOcr)
    }

+    // Only available after consumption. Unlike remote OCR this is hidden only
+    // once every trigger is consumption, so it stays offered on a workflow
+    // that has no triggers yet.
+    const aiSuggestionsUsable =
+      this.settingsService.get(SETTINGS_KEYS.AI_ENABLED) &&
+      (!formWorkflow?.triggers?.length ||
+        formWorkflow.triggers.some(
+          (trigger) => trigger.type !== WorkflowTriggerType.Consumption
+        ) ||
+        formWorkflow.actions?.some(
+          (action) => action.type === WorkflowActionType.ApplyAiSuggestions
+        ))
+    if (!aiSuggestionsUsable) {
+      allowed = allowed.filter(
+        (a) => a.id !== WorkflowActionType.ApplyAiSuggestions
+      )
+    }
+
    if (
      this.allowedActionTypes?.length === allowed.length &&
      this.allowedActionTypes.every((a, i) => a.id === allowed[i].id)
@@ -1227,6 +1277,11 @@ export class WorkflowEditDialogComponent
        passwords: new FormControl(
          this.formatPasswords(action.passwords ?? [])
        ),
+        ai_suggestion_fields: new FormControl(
+          action.ai_suggestion_fields ?? []
+        ),
+        ai_create_missing: new FormControl(!!action.ai_create_missing),
+        ai_overwrite_existing: new FormControl(!!action.ai_overwrite_existing),
      }),
      { emitEvent }
    )
@@ -1316,6 +1371,10 @@ export class WorkflowEditDialogComponent
    return this.actionTypeOptions.find((t) => t.id === type)?.name ?? ''
  }

+  get aiSuggestionFieldOptions() {
+    return AI_SUGGESTION_FIELD_OPTIONS
+  }
+
  addAction() {
    if (!this.object) {
      this.object = Object.assign({}, this.objectForm.value)
@@ -1369,6 +1428,9 @@ export class WorkflowEditDialogComponent
        include_document: false,
      },
      passwords: [],
+      ai_suggestion_fields: [],
+      ai_create_missing: false,
+      ai_overwrite_existing: false,
    }
    this.object.actions.push(action)
    this.createActionField(action)
@@ -0,0 +1,3 @@
+<svg class="w-100 h-100 d-block" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1000 1000" fill="currentColor" aria-hidden="true">
+  <path d="M341,949.1c-6.9-20.3-20.7-61.2-21.9-61-199.6-88.9-182.5-229.8-134.3-347.5,30,137.2,268.8,148.9,146.2,336-.9,2.2,10,27.8,19.5,51.3,22.7-51.9,58.6-115.5,55.8-120.8C178,398.7,724.9,299,807.1,18.5c83,251.5,53.1,659.8-377.4,814.9-2,1.4-63.5,148.6-66.9,150.2-.2-2.1-33.2,2.9-30.1-8.7,1.6-7,4.8-16.2,8.2-25.6h0v-.2h.1ZM323.1,846.2c48.3-71.9-12.7-120.8-56.9-152.2,81.2,107.4,66.4,120.8,56.9,152.2h0Z"/>
+</svg>
@@ -0,0 +1,14 @@
+import { Component, input } from '@angular/core'
+
+@Component({
+  selector: 'pngx-brand-mark',
+  templateUrl: './brand-mark.component.html',
+  host: {
+    '[style.width]': 'width()',
+    '[style.height]': 'height()',
+  },
+})
+export class BrandMarkComponent {
+  readonly width = input<string>(null)
+  readonly height = input<string>(null)
+}
@@ -1,10 +1,18 @@
-<ngb-alert class="pe-3" type="primary" [dismissible]="true" (closed)="dismiss.emit(true)">
-  <h4 class="alert-heading"><ng-container i18n>Paperless-ngx is running!</ng-container> 🎉</h4>
-  <p i18n>You're ready to start uploading documents! Explore the various features of this web app on your own, or start a quick tour using the button below.</p>
-  <p i18n>More detail on how to use and configure Paperless-ngx is always available in the <a href="https://docs.paperless-ngx.com" target="_blank">documentation</a>.</p>
-  <hr>
-  <div class="d-flex align-items-end">
-    <p class="lead fs-6 m-0"><em i18n>Thanks for being a part of the Paperless-ngx community!</em></p>
-    <button class="btn btn-primary ms-auto flex-shrink-0" (click)="tourService.start()"><ng-container i18n>Start the tour</ng-container> &rarr;</button>
+<ngb-alert class="welcome-widget bg-light shadow-sm pe-3 position-relative overflow-hidden" type="primary" [dismissible]="true" (closed)="dismiss.emit(true)">
+  <pngx-brand-mark class="welcome-watermark d-none d-md-block position-absolute top-50 translate-middle-y text-primary pe-none" width="26rem" height="26rem"></pngx-brand-mark>
+  <div class="d-flex align-items-start gap-3 gap-md-4 position-relative">
+    <pngx-brand-mark class="d-none d-sm-block flex-shrink-0 text-primary" width="3rem" height="3rem"></pngx-brand-mark>
+    <div class="flex-grow-1">
+      <h4 class="alert-heading text-primary fw-semibold"><ng-container i18n>Paperless-ngx is running!</ng-container> 🎉</h4>
+      <div class="welcome-copy text-dark">
+        <p i18n>You're ready to start uploading documents! Explore the various features of this web app on your own, or start a quick tour using the button below.</p>
+        <p class="mb-0" i18n>More detail on how to use and configure Paperless-ngx is always available in the <a href="https://docs.paperless-ngx.com" target="_blank">documentation</a>.</p>
+      </div>
+      <hr class="opacity-100">
+      <div class="d-flex flex-column flex-sm-row align-items-sm-center gap-3">
+        <p class="m-0 text-secondary"><em i18n>Thanks for being a part of the Paperless-ngx community!</em></p>
+        <button class="btn btn-primary ms-sm-auto flex-shrink-0 align-self-start align-self-sm-auto" (click)="tourService.start()"><ng-container i18n>Start the tour</ng-container> &rarr;</button>
+      </div>
+    </div>
  </div>
 </ngb-alert>
@@ -0,0 +1,16 @@
+.welcome-widget {
+  border-color: color-mix(in srgb, var(--bs-primary) 50%, transparent);
+
+  hr {
+    border-top-color: color-mix(in srgb, var(--bs-primary) 25%, transparent);
+  }
+}
+
+.welcome-copy {
+  max-width: 68ch;
+}
+
+.welcome-watermark {
+  right: -6rem;
+  opacity: .07;
+}
@@ -1,12 +1,13 @@
 import { Component, EventEmitter, Output, inject } from '@angular/core'
 import { NgbAlertModule } from '@ng-bootstrap/ng-bootstrap'
 import { TourService } from 'ngx-ui-tour-ng-bootstrap'
+import { BrandMarkComponent } from '../../../common/logo/brand-mark/brand-mark.component'

@Component({
  selector: 'pngx-welcome-widget',
  templateUrl: './welcome-widget.component.html',
  styleUrls: ['./welcome-widget.component.scss'],
-  imports: [NgbAlertModule],
+  imports: [NgbAlertModule, BrandMarkComponent],
 })
 export class WelcomeWidgetComponent {
  readonly tourService = inject(TourService)
@@ -8,6 +8,17 @@ export enum WorkflowActionType {
  PasswordRemoval = 5,
  MoveToTrash = 6,
  RemoteOcr = 7,
+  ApplyAiSuggestions = 8,
+}
+
+// see src/documents/models.py AISuggestionField
+export enum AISuggestionField {
+  Title = 'title',
+  Tags = 'tags',
+  Correspondent = 'correspondent',
+  DocumentType = 'document_type',
+  StoragePath = 'storage_path',
+  Created = 'created',
 }

 export interface WorkflowActionEmail extends ObjectWithId {
@@ -102,4 +113,10 @@ export interface WorkflowAction extends ObjectWithId {
  webhook?: WorkflowActionWebhook

  passwords?: string[]
+
+  ai_suggestion_fields?: AISuggestionField[]
+
+  ai_create_missing?: boolean
+
+  ai_overwrite_existing?: boolean
 }
@@ -2,12 +2,15 @@ from __future__ import annotations

 import logging
 import pickle
+import time
 from binascii import hexlify
 from collections import OrderedDict
 from dataclasses import dataclass
+from hashlib import sha256
 from typing import TYPE_CHECKING
 from typing import Any
 from typing import Final
+from uuid import uuid4

 from django.conf import settings
 from django.core.cache import cache
@@ -16,6 +19,7 @@ from django.core.cache import caches
 from documents.models import Document

 if TYPE_CHECKING:
+    from django.contrib.auth.models import User
    from django.core.cache.backends.base import BaseCache

    from documents.classifier import DocumentClassifier
@@ -52,6 +56,9 @@ CLASSIFIER_MODIFIED_KEY: Final[str] = "classifier_modified"
 #          [...]} per taxonomy field (#13676)
 LLM_CACHE_CLASSIFIER_VERSION: Final[int] = 1001

+# How often a request waiting on llm generation re-checks the cache
+LLM_SUGGESTION_POLL_INTERVAL: Final[float] = 0.5
+
 CACHE_1_MINUTE: Final[int] = 60
 CACHE_5_MINUTES: Final[int] = 5 * CACHE_1_MINUTE
 CACHE_50_MINUTES: Final[int] = 50 * CACHE_1_MINUTE
@@ -223,6 +230,68 @@ def get_llm_suggestion_cache(
    return None


+def retrieve_llm_suggestions(
+    document: Document,
+    user: User | None,
+    output_language: str | None,
+    *,
+    backend: str,
+    lock_timeout: int,
+) -> dict:
+    """Return cached LLM suggestions, generating them once across workers."""
+    # Lazy import to avoid pulling in the whole AI stuff
+    from paperless_ai.ai_classifier import get_ai_document_classification
+    from paperless_ai.exceptions import LLMTimeoutError
+
+    lock_key = (
+        f"{get_suggestion_cache_key(document.pk)}_llm_lock_"
+        f"{sha256(backend.encode()).hexdigest()}"
+    )
+    waited = False
+
+    while True:
+        cached = get_llm_suggestion_cache(document.pk, backend=backend)
+        if cached is not None:
+            refresh_suggestions_cache(document.pk)
+            return cached.suggestions
+
+        lock_token = uuid4().hex
+        if cache.add(lock_key, lock_token, lock_timeout):
+            if waited:
+                # The generation we were waiting on has ended without caching
+                # anything so it either failed or outlived its lock. Give up
+                # rather than re-running it
+                cache.delete(lock_key)
+                raise LLMTimeoutError
+
+            try:
+                # The cache may have been populated while acquiring the lock.
+                cached = get_llm_suggestion_cache(document.pk, backend=backend)
+                if cached is not None:
+                    refresh_suggestions_cache(document.pk)
+                    return cached.suggestions
+
+                suggestions = get_ai_document_classification(
+                    document,
+                    user,
+                    output_language,
+                )
+                set_llm_suggestions_cache(
+                    document.pk,
+                    suggestions,
+                    backend=backend,
+                )
+                return suggestions
+            finally:
+                # Don't remove lock if this one expired while generation was still running
+                if cache.get(lock_key) == lock_token:
+                    cache.delete(lock_key)
+
+        waited = True
+        # Another worker is generating suggestions, poll to avoid another LLM request
+        time.sleep(LLM_SUGGESTION_POLL_INTERVAL)
+
+
 def set_llm_suggestions_cache(
    document_id: int,
    suggestions: dict,
@@ -129,7 +129,7 @@ class DocumentMetadataOverrides:
        )
        overrides.custom_fields = {
            custom_field.field.id: custom_field.value
-            for custom_field in doc.custom_fields.select_related("field").all()
+            for custom_field in doc.custom_fields.all()
        }

        groups_with_perms = get_groups_with_perms(
@@ -0,0 +1,84 @@
+# Generated by Django 5.2.16 on 2026-08-10 18:26
+
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "0024_alter_workflowaction_type"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="workflowaction",
+            name="ai_create_missing",
+            field=models.BooleanField(
+                default=False,
+                help_text="Create suggested tags, correspondents, document types and storage paths that do not already exist instead of skipping them.",
+                verbose_name="create missing objects",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowaction",
+            name="ai_overwrite_existing",
+            field=models.BooleanField(
+                default=False,
+                help_text="Apply suggestions even if the document already has a value for that field. Tags are always added to, never replaced.",
+                verbose_name="overwrite existing values",
+            ),
+        ),
+        migrations.AddField(
+            model_name="workflowaction",
+            name="ai_suggestion_fields",
+            field=models.JSONField(
+                blank=True,
+                help_text="Which of the AI-suggested fields to apply to the document.",
+                null=True,
+                verbose_name="AI suggestion fields",
+            ),
+        ),
+        migrations.AlterField(
+            model_name="workflowaction",
+            name="type",
+            field=models.PositiveSmallIntegerField(
+                choices=[
+                    (1, "Assignment"),
+                    (2, "Removal"),
+                    (3, "Email"),
+                    (4, "Webhook"),
+                    (5, "Password removal"),
+                    (6, "Move to trash"),
+                    (7, "Remote OCR"),
+                    (8, "Apply AI suggestions"),
+                ],
+                default=1,
+                verbose_name="Workflow Action Type",
+            ),
+        ),
+        migrations.AlterField(
+            model_name="paperlesstask",
+            name="task_type",
+            field=models.CharField(
+                choices=[
+                    ("consume_file", "Consume File"),
+                    ("train_classifier", "Train Classifier"),
+                    ("sanity_check", "Sanity Check"),
+                    ("index_optimize", "Index Optimize"),
+                    ("mail_fetch", "Mail Fetch"),
+                    ("llm_index", "LLM Index"),
+                    ("empty_trash", "Empty Trash"),
+                    ("check_workflows", "Check Workflows"),
+                    ("bulk_update", "Bulk Update"),
+                    ("reprocess_document", "Reprocess Document"),
+                    ("build_share_link", "Build Share Link"),
+                    ("bulk_delete", "Bulk Delete"),
+                    ("apply_ai_suggestions", "Apply AI Suggestions"),
+                ],
+                db_index=True,
+                help_text="The kind of work being performed",
+                max_length=50,
+                verbose_name="Task Type",
+            ),
+        ),
+    ]
@@ -766,6 +766,7 @@ class PaperlessTask(ModelWithOwner):
        REPROCESS_DOCUMENT = "reprocess_document", _("Reprocess Document")
        BUILD_SHARE_LINK = "build_share_link", _("Build Share Link")
        BULK_DELETE = "bulk_delete", _("Bulk Delete")
+        APPLY_AI_SUGGESTIONS = "apply_ai_suggestions", _("Apply AI Suggestions")

    COMPLETE_STATUSES = (
        Status.SUCCESS,
@@ -1674,6 +1675,18 @@ class WorkflowAction(models.Model):
            7,
            _("Remote OCR"),
        )
+        APPLY_AI_SUGGESTIONS = (
+            8,
+            _("Apply AI suggestions"),
+        )
+
+    class AISuggestionField(models.TextChoices):
+        TITLE = ("title", _("Title"))
+        TAGS = ("tags", _("Tags"))
+        CORRESPONDENT = ("correspondent", _("Correspondent"))
+        DOCUMENT_TYPE = ("document_type", _("Document type"))
+        STORAGE_PATH = ("storage_path", _("Storage path"))
+        CREATED = ("created", _("Created date"))

    type = models.PositiveSmallIntegerField(
        _("Workflow Action Type"),
@@ -1912,6 +1925,33 @@ class WorkflowAction(models.Model):
        ),
    )

+    ai_suggestion_fields = models.JSONField(
+        _("AI suggestion fields"),
+        null=True,
+        blank=True,
+        help_text=_(
+            "Which of the AI-suggested fields to apply to the document.",
+        ),
+    )
+
+    ai_create_missing = models.BooleanField(
+        _("create missing objects"),
+        default=False,
+        help_text=_(
+            "Create suggested tags, correspondents, document types and storage "
+            "paths that do not already exist instead of skipping them.",
+        ),
+    )
+
+    ai_overwrite_existing = models.BooleanField(
+        _("overwrite existing values"),
+        default=False,
+        help_text=_(
+            "Apply suggestions even if the document already has a value for that "
+            "field. Tags are always added to, never replaced.",
+        ),
+    )
+
    class Meta:
        verbose_name = _("workflow action")
        verbose_name_plural = _("workflow actions")
@@ -3,7 +3,6 @@ from __future__ import annotations
 import logging
 import math
 import re
-from collections.abc import Iterable
 from datetime import datetime
 from datetime import timedelta
 from decimal import Decimal
@@ -877,106 +876,8 @@ def validate_documentlink_targets(user, doc_ids):
        )


-# drf-writable-nested revalidates a document's custom_fields more than once
-# per request: once as the ordinary nested list, then again per-item while
-# matching existing vs. new CustomFieldInstance rows during save() -- and
-# that second pass builds a brand new serializer (and field) instance per
-# item (see its update_or_create_reverse_relations / _get_serializer_for_field),
-# so a cache on the field instance alone only helps the first pass. It does,
-# however, explicitly pass `context=self.context` to every one of those
-# fresh serializers -- the *same* dict object the outer DocumentSerializer
-# is using, not a copy. That context dict is already request-scoped (DRF
-# builds it fresh per request via get_serializer_context()), so stashing the
-# resolved CustomField objects there -- rather than in some new global/
-# thread-local cache -- lets every later pass reuse them for free while
-# staying entirely within DRF's existing, already-request-scoped machinery.
-_CUSTOM_FIELD_CONTEXT_CACHE_KEY = "_custom_field_lookup_cache"
-
-
-class _CachingCustomFieldPrimaryKeyField(serializers.PrimaryKeyRelatedField):
-    """
-    Resolves CustomField ids with as few queries as possible: a per-instance
-    cache for repeat lookups on this exact field instance, backed by a
-    shared cache on the serializer context (see _CUSTOM_FIELD_CONTEXT_CACHE_KEY
-    above) so later, separately-instantiated fields for the same request
-    reuse what was already resolved instead of re-querying.
-    """
-
-    def __init__(self, **kwargs: Any) -> None:
-        super().__init__(**kwargs)
-        self._cache: dict[int, CustomField] = {}
-
-    def _shared_cache(self) -> dict[int, CustomField]:
-        return self.context.setdefault(_CUSTOM_FIELD_CONTEXT_CACHE_KEY, {})
-
-    @staticmethod
-    def _normalize_pk(data: Any) -> int | None:
-        """
-        Returns `data` coerced to the int a valid CustomField pk would be,
-        or None if `data` isn't a plausible pk (wrong type, unhashable,
-        non-numeric, or a bool -- DRF itself rejects bools as pks since
-        `True == 1` would otherwise silently match). None tells callers to
-        leave `data` alone and let `super().to_internal_value()` report the
-        normal validation error instead of touching the cache/queryset with
-        it directly.
-        """
-        if isinstance(data, bool):
-            return None
-        try:
-            return int(data)
-        except (TypeError, ValueError):
-            return None
-
-    def prefetch(self, ids: Iterable[Any]) -> None:
-        shared_cache = self._shared_cache()
-        candidates = {pk for i in ids if (pk := self._normalize_pk(i)) is not None}
-        missing = {
-            i for i in candidates if i not in self._cache and i not in shared_cache
-        }
-        if missing:
-            for obj in self.get_queryset().filter(pk__in=missing):
-                shared_cache[obj.pk] = obj
-        for i in candidates:
-            obj = shared_cache.get(i)
-            if obj is not None:
-                self._cache[i] = obj
-
-    def to_internal_value(self, data: Any) -> CustomField:
-        pk = self._normalize_pk(data)
-        if pk is None:
-            return super().to_internal_value(data)
-        if pk in self._cache:
-            return self._cache[pk]
-        shared_cache = self._shared_cache()
-        if pk in shared_cache:
-            obj = shared_cache[pk]
-            self._cache[pk] = obj
-            return obj
-        obj: CustomField = super().to_internal_value(data)
-        self._cache[obj.pk] = obj
-        shared_cache[obj.pk] = obj
-        return obj
-
-
-class CustomFieldInstanceListSerializer(serializers.ListSerializer):
-    def to_internal_value(self, data: Any) -> list[Any]:
-        if isinstance(data, list):
-            field_ids = []
-            for item in data:
-                if not isinstance(item, dict) or "field" not in item:
-                    continue
-                try:
-                    hash(item["field"])
-                except TypeError:
-                    continue
-                field_ids.append(item["field"])
-            if field_ids:
-                self.child.fields["field"].prefetch(field_ids)
-        return super().to_internal_value(data)
-
-
 class CustomFieldInstanceSerializer(serializers.ModelSerializer[CustomFieldInstance]):
-    field = _CachingCustomFieldPrimaryKeyField(queryset=CustomField.objects.all())
+    field = serializers.PrimaryKeyRelatedField(queryset=CustomField.objects.all())
    value = ReadWriteSerializerMethodField(allow_null=True)

    def create(self, validated_data):
@@ -1077,7 +978,6 @@ class CustomFieldInstanceSerializer(serializers.ModelSerializer[CustomFieldInsta

    class Meta:
        model = CustomFieldInstance
-        list_serializer_class = CustomFieldInstanceListSerializer
        fields = [
            "value",
            "field",
@@ -3335,6 +3235,9 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
            "email",
            "webhook",
            "passwords",
+            "ai_suggestion_fields",
+            "ai_create_missing",
+            "ai_overwrite_existing",
        ]

    def validate(self, attrs):
@@ -3392,6 +3295,23 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
                    "Passwords are required for password removal actions",
                )

+        if (
+            "type" in attrs
+            and attrs["type"] == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
+        ):
+            fields = attrs.get("ai_suggestion_fields")
+            valid_fields = set(WorkflowAction.AISuggestionField.values)
+            if (
+                fields is None
+                or not isinstance(fields, list)
+                or len(fields) == 0
+                or any(field not in valid_fields for field in fields)
+            ):
+                raise serializers.ValidationError(
+                    "At least one valid field is required for apply AI "
+                    f"suggestions actions, options are: {sorted(valid_fields)}",
+                )
+
        return attrs


@@ -3420,24 +3340,43 @@ class WorkflowSerializer(serializers.ModelSerializer[Workflow]):
                action.get("type") == WorkflowAction.WorkflowActionType.REMOTE_OCR
                for action in attrs["actions"]
            )
+            has_ai_suggestions_action = any(
+                action.get("type")
+                == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
+                for action in attrs["actions"]
+            )
        else:
            has_remote_ocr_action = self.instance is not None and (
                self.instance.actions.filter(
                    type=WorkflowAction.WorkflowActionType.REMOTE_OCR,
                ).exists()
            )
+            has_ai_suggestions_action = self.instance is not None and (
+                self.instance.actions.filter(
+                    type=WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
+                ).exists()
+            )

        if "triggers" in attrs:
            has_consumption_trigger = any(
                trigger.get("type") == WorkflowTrigger.WorkflowTriggerType.CONSUMPTION
                for trigger in attrs["triggers"]
            )
+            has_non_consumption_trigger = any(
+                trigger.get("type") != WorkflowTrigger.WorkflowTriggerType.CONSUMPTION
+                for trigger in attrs["triggers"]
+            )
        else:
            has_consumption_trigger = self.instance is not None and (
                self.instance.triggers.filter(
                    type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
                ).exists()
            )
+            has_non_consumption_trigger = self.instance is not None and (
+                self.instance.triggers.exclude(
+                    type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
+                ).exists()
+            )

        # Remote OCR can only work with consumption triggers
        if has_remote_ocr_action and not has_consumption_trigger:
@@ -3445,6 +3384,14 @@ class WorkflowSerializer(serializers.ModelSerializer[Workflow]):
                "Remote OCR actions require a consumption started trigger",
            )

+        # Suggestions are made from the document content, which does not exist
+        # until after consumption has finished
+        if has_ai_suggestions_action and not has_non_consumption_trigger:
+            raise serializers.ValidationError(
+                "Apply AI suggestions actions require a trigger other than "
+                "consumption started",
+            )
+
        return attrs

    def update_triggers_and_actions(
@@ -984,6 +984,28 @@ def run_workflows(
                            "triggers, ignoring",
                            extra={"group": logging_group},
                        )
+                elif (
+                    action.type
+                    == WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS
+                ):
+                    if use_overrides:
+                        # The document has not been parsed yet, so there is no
+                        # content for the LLM to make suggestions from
+                        logger.debug(
+                            "Apply AI suggestions action does not apply to "
+                            "consumption triggers, ignoring",
+                            extra={"group": logging_group},
+                        )
+                    else:
+                        # Queued rather than run sync
+                        from documents.tasks import apply_ai_suggestions
+
+                        # kwargs so the PaperlessTask record can note the
+                        # document, see _extract_input_data
+                        apply_ai_suggestions.delay(
+                            action_id=action.pk,
+                            document_id=document.pk,
+                        )

            if not use_overrides:
                # limit title to 128 characters
@@ -1039,6 +1061,7 @@ TRACKED_TASKS: dict[str, PaperlessTask.TaskType] = {
    "documents.tasks.update_document_content_maybe_archive_file": PaperlessTask.TaskType.REPROCESS_DOCUMENT,
    "documents.tasks.build_share_link_bundle": PaperlessTask.TaskType.BUILD_SHARE_LINK,
    "documents.bulk_edit.delete": PaperlessTask.TaskType.BULK_DELETE,
+    "documents.tasks.apply_ai_suggestions": PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS,
 }

 _CELERY_STATE_TO_STATUS: dict[str, PaperlessTask.Status] = {
@@ -1092,6 +1115,12 @@ def _extract_input_data(
            return {"account_ids": account_ids}
        return {}

+    if task_type == PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS:
+        document_id = task_kwargs.get("document_id")
+        if document_id is not None:
+            return {"document_id": document_id}
+        return {}
+
    return {}


@@ -71,6 +71,7 @@ from paperless.config import RemoteOCRConfig
 from paperless.logging import consume_task_id
 from paperless.parsers import ParserContext
 from paperless.parsers.registry import get_parser_registry
+from paperless_ai.exceptions import LLMTimeoutError
 from paperless_ai.indexing import llm_index_add_or_update_document
 from paperless_ai.indexing import llm_index_remove_document
 from paperless_ai.indexing import update_llm_index
@@ -714,6 +715,45 @@ def llmindex_index(
    )


+@shared_task(
+    bind=True,
+    autoretry_for=(LLMTimeoutError,),
+    max_retries=3,
+    retry_backoff=60,
+    retry_backoff_max=600,
+    retry_jitter=True,
+)
+def apply_ai_suggestions(self, action_id: int, document_id: int) -> None:
+    """
+    Deferred "apply AI suggestions" workflow action.
+    """
+    from documents.models import WorkflowAction
+    from documents.workflows.ai import apply_ai_suggestions_to_document
+
+    try:
+        action = WorkflowAction.objects.get(pk=action_id)
+        document = Document.objects.select_related("owner").get(pk=document_id)
+    except (WorkflowAction.DoesNotExist, Document.DoesNotExist):
+        logger.warning(
+            "Workflow action %s or document %s no longer exists, "
+            "not applying AI suggestions",
+            action_id,
+            document_id,
+        )
+        return
+
+    if not apply_ai_suggestions_to_document(action, document):
+        return
+
+    # No document_updated signal to avoid loop
+    clear_document_caches(document.pk)
+    index_document.delay(document.pk)
+
+    ai_config = AIConfig()
+    if ai_config.llm_index_enabled:
+        update_document_in_llm_index.apply_async(kwargs={"document": document})
+
+
@shared_task
 def update_document_in_llm_index(document) -> None:
    llm_index_add_or_update_document(document)
@@ -5,9 +5,7 @@ from unittest.mock import ANY

 from django.contrib.auth.models import Permission
 from django.contrib.auth.models import User
-from django.db import connection
 from django.test import override_settings
-from django.test.utils import CaptureQueriesContext
 from guardian.shortcuts import assign_perm
 from rest_framework import status
 from rest_framework.test import APITestCase
@@ -15,9 +13,6 @@ from rest_framework.test import APITestCase
 from documents.models import CustomField
 from documents.models import CustomFieldInstance
 from documents.models import Document
-from documents.serialisers import CustomFieldInstanceSerializer
-from documents.serialisers import DocumentSerializer
-from documents.tests.factories import DocumentFactory
 from documents.tests.utils import DirectoriesMixin


@@ -535,136 +530,6 @@ class TestCustomFieldsAPI(DirectoriesMixin, APITestCase):
        doc.refresh_from_db()
        self.assertEqual(len(doc.custom_fields.all()), 10)

-    def test_document_serializer_custom_fields_validation_batches_field_lookup(
-        self,
-    ) -> None:
-        """
-        GIVEN:
-            - A document is being validated with several custom field values
-              at once (as happens on every PATCH/PUT/POST)
-        WHEN:
-            - The serializer is validated
-        THEN:
-            - The referenced CustomField objects are resolved with a single
-              query, not one query per custom field
-        """
-        doc = DocumentFactory(mime_type="application/pdf")
-        custom_fields = [
-            CustomField.objects.create(
-                name=f"Test Custom Field {i}",
-                data_type=CustomField.FieldDataType.STRING,
-            )
-            for i in range(5)
-        ]
-
-        serializer = DocumentSerializer(
-            doc,
-            data={
-                "custom_fields": [
-                    {"field": custom_field.id, "value": "test value"}
-                    for custom_field in custom_fields
-                ],
-            },
-            partial=True,
-        )
-
-        with CaptureQueriesContext(connection) as ctx:
-            self.assertTrue(serializer.is_valid(), serializer.errors)
-
-        custom_field_lookups = [
-            query
-            for query in ctx.captured_queries
-            if 'FROM "documents_customfield" WHERE "documents_customfield"."id"'
-            in query["sql"]
-        ]
-        self.assertEqual(
-            len(custom_field_lookups),
-            1,
-            "Expected a single batched query to resolve the custom fields, "
-            f"got {len(custom_field_lookups)}: {custom_field_lookups}",
-        )
-
-    def test_custom_field_lookup_reuses_shared_context_cache(self) -> None:
-        """
-        GIVEN:
-            - A CustomField has already been resolved once, by a serializer
-              sharing a given `context` dict
-        WHEN:
-            - A second, separately-instantiated CustomFieldInstanceSerializer
-              validates the same field id, sharing that same context
-              (this is what drf-writable-nested does: it rebuilds a fresh
-              serializer -- and fresh field instances -- per item while
-              matching existing vs. new instances during save())
-        THEN:
-            - No additional query is issued to resolve the CustomField
-        """
-        custom_field = CustomField.objects.create(
-            name="Test Custom Field",
-            data_type=CustomField.FieldDataType.STRING,
-        )
-
-        context: dict = {}
-        first_pass = CustomFieldInstanceSerializer(
-            data={"field": custom_field.id, "value": "a"},
-            context=context,
-        )
-        self.assertTrue(first_pass.is_valid(), first_pass.errors)
-
-        second_pass = CustomFieldInstanceSerializer(
-            data={"field": custom_field.id, "value": "b"},
-            context=context,
-        )
-        with CaptureQueriesContext(connection) as ctx:
-            self.assertTrue(second_pass.is_valid(), second_pass.errors)
-
-        custom_field_lookups = [
-            query
-            for query in ctx.captured_queries
-            if 'FROM "documents_customfield" WHERE "documents_customfield"."id"'
-            in query["sql"]
-        ]
-        self.assertEqual(
-            len(custom_field_lookups),
-            0,
-            "Expected the second, separately-instantiated serializer to reuse "
-            f"the already-resolved CustomField, got: {custom_field_lookups}",
-        )
-
-    def test_custom_field_validation_rejects_malformed_field_value(self) -> None:
-        """
-        GIVEN:
-            - A document is being validated with a malformed custom_fields
-              entry whose "field" value is neither a valid CustomField id
-              nor a type DRF's own PrimaryKeyRelatedField can safely reject
-              on its own (unhashable, or a non-numeric scalar)
-        WHEN:
-            - The serializer is validated
-        THEN:
-            - A normal validation error is raised, not an unhandled
-              TypeError/ValueError escaping past DRF's validation layer
-        """
-        doc = DocumentFactory(mime_type="application/pdf")
-
-        bad_field_values = {
-            "unhashable-list": [],
-            "unhashable-dict": {},
-            "non-numeric-scalar": "abc",
-        }
-        for case_id, bad_field_value in bad_field_values.items():
-            with self.subTest(case_id):
-                serializer = DocumentSerializer(
-                    doc,
-                    data={
-                        "custom_fields": [
-                            {"field": bad_field_value, "value": "test value"},
-                        ],
-                    },
-                    partial=True,
-                )
-
-                self.assertFalse(serializer.is_valid())
-                self.assertIn("custom_fields", serializer.errors)
-
    def test_change_custom_field_instance_value(self) -> None:
        """
        GIVEN:
@@ -11,6 +11,7 @@ from django.contrib.auth.models import User
 from django.contrib.contenttypes.models import ContentType
 from django.core.exceptions import FieldError
 from django.core.files.uploadedfile import SimpleUploadedFile
+from django.test import TestCase as DjangoTestCase
 from django.utils import timezone
 from rest_framework import status
 from rest_framework.test import APITestCase
@@ -21,6 +22,7 @@ from documents.filters import TitleContentFilter
 from documents.models import Document
 from documents.tests.utils import DirectoriesMixin
 from documents.tests.utils import read_streaming_response
+from documents.views import DocumentSelectionMixin

 if TYPE_CHECKING:
    from pathlib import Path
@@ -923,3 +925,36 @@ class TestVersionAwareFilters(TestCase):

        self.assertIs(result, queryset)
        queryset.filter.assert_not_called()
+
+
+class TestBulkSelectionExcludesVersions(DjangoTestCase):
+    def test_select_all_matching_does_not_select_version_documents(self) -> None:
+        """
+        "Select all matching" reconstructs the document list, which never
+        contains version documents as rows of their own.
+        """
+        user = User.objects.create_superuser(username="bulk_versions")
+        root = Document.objects.create(
+            title="shared-title root",
+            checksum="bulk-root",
+            mime_type="application/pdf",
+            content="root",
+        )
+        Document.objects.create(
+            title="shared-title version",
+            checksum="bulk-version",
+            mime_type="application/pdf",
+            root_document=root,
+            version_index=1,
+            content="version",
+        )
+
+        selected = DocumentSelectionMixin()._resolve_document_ids(
+            user=user,
+            validated_data={
+                "all": True,
+                "filters": {"title__icontains": "shared-title"},
+            },
+        )
+
+        self.assertEqual(selected, [root.id])
@@ -2486,7 +2486,7 @@ class TestDocumentApi(DirectoriesMixin, ConsumeTaskMixin, APITestCase):
        response = self.client.get("/api/documents/34676/suggestions/")
        self.assertEqual(response.status_code, status.HTTP_404_NOT_FOUND)

-    @mock.patch("documents.views.get_ai_document_classification")
+    @mock.patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(AI_ENABLED=True)
    def test_suggestions_still_uses_classifier_when_ai_enabled(
        self,
@@ -641,6 +641,145 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
        self.assertEqual(self.workflow.triggers.get(), self.trigger)

+    def _post_ai_suggestions_workflow(self, *, trigger_types, action: dict):
+        def trigger(trigger_type):
+            # consumption triggers require a filter of their own
+            if trigger_type == WorkflowTrigger.WorkflowTriggerType.CONSUMPTION:
+                return {"type": trigger_type, "filter_filename": "*.pdf"}
+            return {"type": trigger_type}
+
+        return self.client.post(
+            self.ENDPOINT,
+            json.dumps(
+                {
+                    "name": "Apply AI suggestions",
+                    "order": 1,
+                    "triggers": [trigger(t) for t in trigger_types],
+                    "actions": [
+                        {
+                            "type": WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
+                            **action,
+                        },
+                    ],
+                },
+            ),
+            content_type="application/json",
+        )
+
+    def test_api_create_apply_ai_suggestions_action(self) -> None:
+        """
+        GIVEN:
+            - API request to create a workflow with an apply AI suggestions
+              action and a valid set of fields
+        WHEN:
+            - API is called
+        THEN:
+            - The workflow is created with the chosen options
+        """
+        response = self._post_ai_suggestions_workflow(
+            trigger_types=[WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED],
+            action={
+                "ai_suggestion_fields": ["title", "tags", "correspondent"],
+                "ai_create_missing": True,
+                "ai_overwrite_existing": True,
+            },
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
+        action = Workflow.objects.get(name="Apply AI suggestions").actions.first()
+        self.assertEqual(
+            action.ai_suggestion_fields,
+            ["title", "tags", "correspondent"],
+        )
+        self.assertTrue(action.ai_create_missing)
+        self.assertTrue(action.ai_overwrite_existing)
+
+    def test_api_create_apply_ai_suggestions_action_requires_fields(self) -> None:
+        """
+        GIVEN:
+            - API request to create an apply AI suggestions action with no
+              fields selected, which could never do anything
+        WHEN:
+            - API is called
+        THEN:
+            - Correct HTTP 400 response
+            - No objects are created
+        """
+        existing_count = Workflow.objects.count()
+
+        response = self._post_ai_suggestions_workflow(
+            trigger_types=[WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED],
+            action={"ai_suggestion_fields": []},
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+        self.assertEqual(Workflow.objects.count(), existing_count)
+
+    def test_api_create_apply_ai_suggestions_action_rejects_unknown_field(
+        self,
+    ) -> None:
+        """
+        GIVEN:
+            - API request to create an apply AI suggestions action naming a
+              field that does not exist
+        WHEN:
+            - API is called
+        THEN:
+            - Correct HTTP 400 response
+        """
+        response = self._post_ai_suggestions_workflow(
+            trigger_types=[WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED],
+            action={"ai_suggestion_fields": ["title", "not_a_field"]},
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+
+    def test_api_create_apply_ai_suggestions_action_rejects_consumption_only(
+        self,
+    ) -> None:
+        """
+        GIVEN:
+            - API request to create an apply AI suggestions action whose only
+              trigger is consumption started, so there is no document content
+              to make suggestions from yet
+        WHEN:
+            - API is called
+        THEN:
+            - Correct HTTP 400 response
+            - No objects are created
+        """
+        existing_count = Workflow.objects.count()
+
+        response = self._post_ai_suggestions_workflow(
+            trigger_types=[WorkflowTrigger.WorkflowTriggerType.CONSUMPTION],
+            action={"ai_suggestion_fields": ["title"]},
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+        self.assertEqual(Workflow.objects.count(), existing_count)
+
+    def test_api_create_apply_ai_suggestions_action_allows_extra_consumption_trigger(
+        self,
+    ) -> None:
+        """
+        GIVEN:
+            - API request to create an apply AI suggestions action with a
+              consumption trigger alongside a usable one
+        WHEN:
+            - API is called
+        THEN:
+            - The workflow is created, the action applies to the other trigger
+        """
+        response = self._post_ai_suggestions_workflow(
+            trigger_types=[
+                WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
+                WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+            ],
+            action={"ai_suggestion_fields": ["title"]},
+        )
+
+        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
+
    def test_api_create_workflow_trigger_action_empty_fields(self) -> None:
        """
        GIVEN:
@@ -1,6 +1,13 @@
 import pickle
+from concurrent.futures import ThreadPoolExecutor
+from threading import Event
+from threading import Lock
+
+import pytest

 from documents.caching import StoredLRUCache
+from documents.caching import retrieve_llm_suggestions
+from paperless_ai.exceptions import LLMTimeoutError


 def test_lru_cache_entries() -> None:
@@ -43,3 +50,119 @@ def test_stored_lru_cache_key_ttl(mocker) -> None:
    assert key == "test_key"
    assert timeout == 321
    assert pickle.loads(data) == {"x": "X", "y": "Y"}
+
+
+def test_llm_suggestions_are_generated_once_for_concurrent_requests(mocker) -> None:
+    generation_started = Event()
+    finish_generation = Event()
+    waiter_started = Event()
+    call_lock = Lock()
+    calls = 0
+    suggestions = {"title": "Generated once"}
+    document = mocker.Mock(pk=42)
+    user = mocker.Mock()
+
+    def generate(*args) -> dict:
+        nonlocal calls
+        with call_lock:
+            calls += 1
+        generation_started.set()
+        assert finish_generation.wait(timeout=2)
+        return suggestions
+
+    def wait_for_generation(_interval: float) -> None:
+        waiter_started.set()
+        assert finish_generation.wait(timeout=2)
+
+    mock_get_classification = mocker.patch(
+        "paperless_ai.ai_classifier.get_ai_document_classification",
+        side_effect=generate,
+    )
+    mocker.patch("documents.caching.time.sleep", side_effect=wait_for_generation)
+
+    with ThreadPoolExecutor(max_workers=2) as executor:
+        first = executor.submit(
+            retrieve_llm_suggestions,
+            document,
+            user,
+            None,
+            backend="ollama:model",
+            lock_timeout=10,
+        )
+        assert generation_started.wait(timeout=2)
+        second = executor.submit(
+            retrieve_llm_suggestions,
+            document,
+            user,
+            None,
+            backend="ollama:model",
+            lock_timeout=10,
+        )
+        assert waiter_started.wait(timeout=2)
+        finish_generation.set()
+
+        assert first.result(timeout=2) == suggestions
+        assert second.result(timeout=2) == suggestions
+
+    assert calls == 1
+    mock_get_classification.assert_called_once_with(document, user, None)
+
+
+def test_llm_suggestions_waiter_does_not_rerun_a_failed_generation(mocker) -> None:
+    """
+    A request queued behind a generation that fails should give up, not take
+    its turn at re-running a query that just failed.
+    """
+    generation_started = Event()
+    fail_generation = Event()
+    waiter_started = Event()
+    call_lock = Lock()
+    calls = 0
+    document = mocker.Mock(pk=43)
+    user = mocker.Mock()
+
+    def generate(*args) -> dict:
+        nonlocal calls
+        with call_lock:
+            calls += 1
+        generation_started.set()
+        assert fail_generation.wait(timeout=2)
+        raise ValueError("Unknown model")
+
+    def wait_for_generation(_interval: float) -> None:
+        waiter_started.set()
+        assert fail_generation.wait(timeout=2)
+
+    mocker.patch(
+        "paperless_ai.ai_classifier.get_ai_document_classification",
+        side_effect=generate,
+    )
+    mocker.patch("documents.caching.time.sleep", side_effect=wait_for_generation)
+
+    with ThreadPoolExecutor(max_workers=2) as executor:
+        first = executor.submit(
+            retrieve_llm_suggestions,
+            document,
+            user,
+            None,
+            backend="ollama:model",
+            lock_timeout=10,
+        )
+        assert generation_started.wait(timeout=2)
+        second = executor.submit(
+            retrieve_llm_suggestions,
+            document,
+            user,
+            None,
+            backend="ollama:model",
+            lock_timeout=10,
+        )
+        assert waiter_started.wait(timeout=2)
+        fail_generation.set()
+
+        with pytest.raises(ValueError, match="Unknown model"):
+            first.result(timeout=2)
+        with pytest.raises(LLMTimeoutError):
+            second.result(timeout=2)
+
+    assert calls == 1
@@ -1,58 +0,0 @@
-from django.db import connection
-from django.test import TestCase
-from django.test.utils import CaptureQueriesContext
-
-from documents.data_models import DocumentMetadataOverrides
-from documents.models import CustomField
-from documents.models import CustomFieldInstance
-from documents.tests.factories import DocumentFactory
-from documents.tests.utils import DirectoriesMixin
-
-
-class TestDocumentMetadataOverridesFromDocument(DirectoriesMixin, TestCase):
-    def test_from_document_batches_custom_field_lookup_after_refresh_from_db(
-        self,
-    ) -> None:
-        """
-        GIVEN:
-            - A document has several custom field values
-            - The document instance has just been refreshed from the database,
-              which drops any prefetched related objects (as
-              send_websocket_document_updated does before building overrides)
-        WHEN:
-            - DocumentMetadataOverrides.from_document() reads the document's
-              custom field values
-        THEN:
-            - The referenced CustomField objects are resolved with a single
-              query, not one query per custom field
-        """
-        doc = DocumentFactory(mime_type="application/pdf")
-        for i in range(5):
-            CustomFieldInstance.objects.create(
-                document=doc,
-                field=CustomField.objects.create(
-                    name=f"Test Custom Field {i}",
-                    data_type=CustomField.FieldDataType.STRING,
-                ),
-                value_text="value",
-            )
-
-        doc.refresh_from_db()
-
-        with CaptureQueriesContext(connection) as ctx:
-            overrides = DocumentMetadataOverrides.from_document(doc)
-
-        self.assertEqual(len(overrides.custom_fields), 5)
-        unbatched_field_lookups = [
-            query
-            for query in ctx.captured_queries
-            if 'FROM "documents_customfield" WHERE "documents_customfield"."id"'
-            in query["sql"]
-        ]
-        self.assertEqual(
-            unbatched_field_lookups,
-            [],
-            "Expected CustomField data to come from the CustomFieldInstance "
-            "join, not a separate per-instance lookup, "
-            f"got: {unbatched_field_lookups}",
-        )
@@ -385,6 +385,25 @@ class TestTaskFailureHandler:
        task_failure_handler(task_id=None, exception=ValueError("x"), traceback=None)


+@pytest.mark.django_db
+class TestApplyAiSuggestionsTracking:
+    def test_records_the_document_it_is_for(self) -> None:
+        """
+        The action queues one task per document, so the tracked record notes
+        which document it is for -- otherwise a bulk run is an indistinguishable
+        wall of identical entries in the tasks list.
+        """
+        task_id = send_publish(
+            "documents.tasks.apply_ai_suggestions",
+            (),
+            {"action_id": 1, "document_id": 42},
+        )
+
+        task = PaperlessTask.objects.get(task_id=task_id)
+        assert task.task_type == PaperlessTask.TaskType.APPLY_AI_SUGGESTIONS
+        assert task.input_data == {"document_id": 42}
+
+
@pytest.mark.django_db
 class TestTaskRevokedHandler:
    def test_marks_task_revoked(self, mocker: pytest_mock.MockerFixture) -> None:
@@ -14,6 +14,7 @@ from documents.models import Correspondent
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import Tag
+from documents.models import WorkflowAction
 from documents.sanity_checker import SanityCheckFailedException
 from documents.sanity_checker import SanityCheckMessages
 from documents.tests.test_classifier import dummy_preprocess
@@ -447,3 +448,110 @@ class TestAIIndex(DirectoriesMixin, TestCase):
                rebuild=False,
                document_ids=doc_ids,
            )
+
+
+class TestApplyAISuggestionsTask(DirectoriesMixin, TestCase):
+    def setUp(self) -> None:
+        super().setUp()
+        self.doc = Document.objects.create(
+            title="doc",
+            content="content",
+            checksum="apply-ai-suggestions",
+        )
+        self.action = WorkflowAction.objects.create(
+            type=WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
+            ai_suggestion_fields=[WorkflowAction.AISuggestionField.TITLE],
+        )
+
+    def test_reindexes_without_sending_document_updated(self) -> None:
+        """
+        GIVEN:
+            - An apply AI suggestions action that changes the document
+        WHEN:
+            - The task runs
+        THEN:
+            - The search index and caches are refreshed directly, deliberately
+              not via the document_updated signal: that re-runs updated
+              workflows, which for this action means queueing another LLM
+              query for a document it just changed, forever
+        """
+        with (
+            mock.patch(
+                "documents.workflows.ai.apply_ai_suggestions_to_document",
+                return_value=["title"],
+            ),
+            mock.patch("documents.tasks.index_document") as index_document,
+            mock.patch("documents.tasks.clear_document_caches") as clear_caches,
+            mock.patch("documents.tasks.document_updated") as document_updated,
+        ):
+            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk)
+
+        index_document.delay.assert_called_once_with(self.doc.pk)
+        clear_caches.assert_called_once_with(self.doc.pk)
+        document_updated.send.assert_not_called()
+
+    def test_no_changes_skips_reindex(self) -> None:
+        """
+        GIVEN:
+            - An apply AI suggestions action that changes nothing
+        WHEN:
+            - The task runs
+        THEN:
+            - No reindexing work is queued
+        """
+        with (
+            mock.patch(
+                "documents.workflows.ai.apply_ai_suggestions_to_document",
+                return_value=[],
+            ),
+            mock.patch("documents.tasks.index_document") as index_document,
+        ):
+            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk)
+
+        index_document.delay.assert_not_called()
+
+    @override_settings(AI_ENABLED=True, LLM_EMBEDDING_BACKEND="huggingface")
+    def test_updates_llm_index_when_enabled(self) -> None:
+        """
+        GIVEN:
+            - An apply AI suggestions action that changes the document
+            - The LLM index is enabled
+        WHEN:
+            - The task runs
+        THEN:
+            - The document is updated in the LLM index too
+        """
+        with (
+            mock.patch(
+                "documents.workflows.ai.apply_ai_suggestions_to_document",
+                return_value=["title"],
+            ),
+            mock.patch("documents.tasks.index_document"),
+            mock.patch(
+                "documents.tasks.update_document_in_llm_index",
+            ) as update_in_llm_index,
+        ):
+            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk)
+
+        update_in_llm_index.apply_async.assert_called_once()
+
+    def test_deleted_document_is_a_noop(self) -> None:
+        """
+        GIVEN:
+            - A document that was deleted between the workflow running and the
+              queued task starting
+        WHEN:
+            - The task runs
+        THEN:
+            - It logs and exits rather than raising
+        """
+        with (
+            mock.patch(
+                "documents.workflows.ai.apply_ai_suggestions_to_document",
+            ) as apply_suggestions,
+            self.assertLogs("paperless.tasks", level="WARNING") as cm,
+        ):
+            tasks.apply_ai_suggestions(self.action.pk, self.doc.pk + 1000)
+
+        apply_suggestions.assert_not_called()
+        self.assertIn("no longer exists", "".join(cm.output))
@@ -441,7 +441,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
        self.assertEqual(response.json()["tags"], [])
        self.assertEqual(response.json()["suggested_tags"], [])

-    @patch("documents.views.get_ai_document_classification")
+    @patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(
        AI_ENABLED=True,
        LLM_BACKEND="mock_backend",
@@ -491,7 +491,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
            None,
        )

-    @patch("documents.views.get_ai_document_classification")
+    @patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(
        AI_ENABLED=True,
        LLM_BACKEND="mock_backend",
@@ -529,7 +529,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
            "KI Title",
        )

-    @patch("documents.views.get_ai_document_classification")
+    @patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(
        AI_ENABLED=True,
        LLM_BACKEND="mock_backend",
@@ -568,7 +568,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
            "Titre IA",
        )

-    @patch("documents.views.get_ai_document_classification")
+    @patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(
        AI_ENABLED=True,
        LLM_BACKEND="mock_backend",
@@ -604,7 +604,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
            ),
        )

-    @patch("documents.views.get_ai_document_classification")
+    @patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(
        AI_ENABLED=True,
        LLM_BACKEND="openai-like",
@@ -633,7 +633,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
            get_llm_suggestion_cache(self.document.pk, backend="openai-like"),
        )

-    @patch("documents.views.get_ai_document_classification")
+    @patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(
        AI_ENABLED=True,
        LLM_BACKEND="openai-like",
@@ -660,7 +660,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
            get_llm_suggestion_cache(self.document.pk, backend="openai-like"),
        )

-    @patch("documents.views.get_ai_document_classification")
+    @patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(
        AI_ENABLED=True,
        LLM_BACKEND="mock_backend",
@@ -698,7 +698,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
        self.assertEqual(response.json()["tags"], [self.tag1.pk])
        self.assertEqual(response.json()["suggested_tags"], ["Follow-up"])

-    @patch("documents.views.get_ai_document_classification")
+    @patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(
        AI_ENABLED=True,
        LLM_BACKEND="mock_backend",
@@ -737,7 +737,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
        self.assertEqual(response.json()["tags"], [self.tag1.pk])
        self.assertEqual(response.json()["suggested_tags"], [])

-    @patch("documents.views.get_ai_document_classification")
+    @patch("paperless_ai.ai_classifier.get_ai_document_classification")
    @override_settings(
        AI_ENABLED=True,
        LLM_BACKEND="mock_backend",
@@ -31,7 +31,10 @@ from documents.file_handling import create_source_path_directory
 from documents.file_handling import generate_filename
 from documents.file_handling import generate_unique_filename
 from documents.signals.handlers import run_workflows
+from documents.workflows.ai import apply_ai_suggestions_to_document
 from documents.workflows.webhooks import send_webhook
+from paperless_ai.base_model import ClassificationSuggestions
+from paperless_ai.exceptions import LLMTimeoutError

 if TYPE_CHECKING:
    from django.db.models import QuerySet
@@ -5488,3 +5491,481 @@ class TestRemoteOCRWorkflowAction(DirectoriesMixin, SampleDirMixin, APITestCase)
            )

        self.assertIn("only applies to consumption triggers", "".join(cm.output))
+
+
+SUGGESTIONS: ClassificationSuggestions = {
+    "title": "Suggested Title",
+    "tags": {
+        "existing_ids": [],
+        "new_names": ["Existing Tag", "Suggested Tag"],
+    },
+    "correspondents": {
+        "existing_ids": [],
+        "new_names": ["Existing Correspondent", "Suggested Correspondent"],
+    },
+    "document_types": {
+        "existing_ids": [],
+        "new_names": ["Suggested Document Type"],
+    },
+    "storage_paths": {
+        "existing_ids": [],
+        "new_names": ["Suggested Storage Path"],
+    },
+    "dates": ["2024-03-05"],
+}
+
+ALL_SUGGESTION_FIELDS = [
+    WorkflowAction.AISuggestionField.TITLE,
+    WorkflowAction.AISuggestionField.TAGS,
+    WorkflowAction.AISuggestionField.CORRESPONDENT,
+    WorkflowAction.AISuggestionField.DOCUMENT_TYPE,
+    WorkflowAction.AISuggestionField.STORAGE_PATH,
+    WorkflowAction.AISuggestionField.CREATED,
+]
+
+
+@override_settings(AI_ENABLED=True)
+class TestApplyAISuggestionsWorkflowAction(
+    DirectoriesMixin,
+    SampleDirMixin,
+    APITestCase,
+):
+    def setUp(self) -> None:
+        super().setUp()
+        self.user = User.objects.create(username="ai-user")
+        self.doc = Document.objects.create(
+            title="original.pdf",
+            content="the document content",
+            checksum="ai-suggestions-checksum",
+            mime_type="application/pdf",
+            created=datetime.date(2020, 1, 1),
+            owner=self.user,
+        )
+
+    def make_action(self, **kwargs) -> WorkflowAction:
+        return WorkflowAction.objects.create(
+            type=WorkflowAction.WorkflowActionType.APPLY_AI_SUGGESTIONS,
+            ai_suggestion_fields=kwargs.pop(
+                "ai_suggestion_fields",
+                ALL_SUGGESTION_FIELDS,
+            ),
+            **kwargs,
+        )
+
+    def make_workflow(self, action: WorkflowAction, trigger_type) -> Workflow:
+        trigger = WorkflowTrigger.objects.create(type=trigger_type)
+        w = Workflow.objects.create(name="Apply AI suggestions", order=0)
+        w.triggers.add(trigger)
+        w.actions.add(action)
+        w.save()
+        return w
+
+    def apply(
+        self,
+        action: WorkflowAction,
+        suggestions: ClassificationSuggestions = SUGGESTIONS,
+    ) -> list[str]:
+        with mock.patch(
+            "documents.workflows.ai.get_ai_document_classification",
+            return_value=suggestions,
+        ):
+            changed = apply_ai_suggestions_to_document(action, self.doc)
+        self.doc.refresh_from_db()
+        return changed
+
+    def test_document_added_trigger_queues_task(self) -> None:
+        """
+        GIVEN:
+            - A document added workflow with an apply AI suggestions action
+        WHEN:
+            - A matching document is added
+        THEN:
+            - The work is queued rather than run inline, so a slow LLM query
+              cannot stall the rest of the workflow run
+        """
+        action = self.make_action()
+        self.make_workflow(action, WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED)
+
+        with mock.patch("documents.tasks.apply_ai_suggestions.delay") as delay:
+            run_workflows(
+                WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+                self.doc,
+            )
+
+        delay.assert_called_once_with(action_id=action.pk, document_id=self.doc.pk)
+
+    def test_consumption_trigger_is_ignored(self) -> None:
+        """
+        GIVEN:
+            - A workflow with an apply AI suggestions action and a consumption
+              trigger alongside a valid one
+        WHEN:
+            - The consumption trigger fires
+        THEN:
+            - The action is skipped, since the document has not been parsed
+              yet and so has no content to make suggestions from
+        """
+        action = self.make_action()
+        w = self.make_workflow(
+            action,
+            WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        w.triggers.add(
+            WorkflowTrigger.objects.create(
+                type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
+            ),
+        )
+
+        test_file = shutil.copy(
+            self.SAMPLE_DIR / "simple.pdf",
+            self.dirs.scratch_dir / "simple.pdf",
+        )
+
+        with (
+            mock.patch("documents.tasks.apply_ai_suggestions.delay") as delay,
+            self.assertLogs("paperless.handlers", level="DEBUG") as cm,
+        ):
+            run_workflows(
+                WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
+                ConsumableDocument(
+                    source=DocumentSource.ConsumeFolder,
+                    original_file=test_file,
+                ),
+                overrides=DocumentMetadataOverrides(),
+            )
+
+        delay.assert_not_called()
+        self.assertIn("does not apply to consumption triggers", "".join(cm.output))
+
+    def test_no_selected_fields_does_nothing(self) -> None:
+        """
+        GIVEN:
+            - An action with no suggestion fields selected
+        WHEN:
+            - The action is applied
+        THEN:
+            - Nothing is changed and it is logged
+        """
+        action = self.make_action(ai_suggestion_fields=[])
+
+        with self.assertLogs("paperless.workflows.ai", level="WARNING") as cm:
+            changed = self.apply(action)
+
+        self.assertEqual(changed, [])
+        self.assertIn("no AI suggestion fields selected", "".join(cm.output))
+
+    @override_settings(AI_ENABLED=False)
+    def test_ai_disabled_does_nothing(self) -> None:
+        """
+        GIVEN:
+            - An action on an install where AI has since been disabled
+        WHEN:
+            - The action is applied
+        THEN:
+            - Nothing is changed and it is logged
+        """
+        action = self.make_action()
+
+        with self.assertLogs("paperless.workflows.ai", level="ERROR") as cm:
+            changed = self.apply(action)
+
+        self.assertEqual(changed, [])
+        self.assertIn("AI is not enabled", "".join(cm.output))
+
+    def test_invalid_configuration_leaves_document_untouched(self) -> None:
+        """
+        GIVEN:
+            - An AI backend that is misconfigured
+        WHEN:
+            - The action is applied
+        THEN:
+            - The failure is logged and the document is left alone. It is not
+              re-raised, because retrying will not fix a bad configuration
+        """
+        action = self.make_action()
+
+        with (
+            mock.patch(
+                "documents.workflows.ai.get_ai_document_classification",
+                side_effect=ValueError("nope"),
+            ),
+            self.assertLogs("paperless.workflows.ai", level="ERROR") as cm,
+        ):
+            changed = apply_ai_suggestions_to_document(action, self.doc)
+
+        self.assertEqual(changed, [])
+        self.doc.refresh_from_db()
+        self.assertEqual(self.doc.title, "original.pdf")
+        self.assertIn("Invalid AI configuration", "".join(cm.output))
+
+    def test_transient_llm_failure_is_raised_for_retry(self) -> None:
+        """
+        GIVEN:
+            - An LLM backend that times out, or rate limits the request
+        WHEN:
+            - The action is applied
+        THEN:
+            - The error propagates so the queued task can back off and retry,
+              rather than silently dropping this document's suggestions
+        """
+        action = self.make_action()
+
+        with (
+            mock.patch(
+                "documents.workflows.ai.get_ai_document_classification",
+                side_effect=LLMTimeoutError(),
+            ),
+            self.assertRaises(LLMTimeoutError),
+        ):
+            apply_ai_suggestions_to_document(action, self.doc)
+
+        self.doc.refresh_from_db()
+        self.assertEqual(self.doc.title, "original.pdf")
+
+    def test_only_matching_objects_are_applied(self) -> None:
+        """
+        GIVEN:
+            - An action without create missing, and only some of the suggested
+              objects existing
+        WHEN:
+            - The action is applied
+        THEN:
+            - Only the existing objects are assigned, unmatched suggestions are
+              dropped rather than creating anything
+        """
+        tag = Tag.objects.create(name="Existing Tag", owner=self.user)
+        correspondent = Correspondent.objects.create(
+            name="Existing Correspondent",
+            owner=self.user,
+        )
+        action = self.make_action(ai_overwrite_existing=True)
+
+        changed = self.apply(action)
+
+        self.assertEqual(self.doc.correspondent, correspondent)
+        self.assertEqual(list(self.doc.tags.all()), [tag])
+        # Nothing matched for these and create missing is off
+        self.assertIsNone(self.doc.document_type)
+        self.assertIsNone(self.doc.storage_path)
+        self.assertNotIn("document_type", changed)
+        self.assertEqual(Tag.objects.count(), 1)
+        self.assertEqual(Correspondent.objects.count(), 1)
+
+    def test_existing_id_suggestions_are_applied(self) -> None:
+        """
+        GIVEN:
+            - AI suggestions that select existing taxonomy candidates by ID
+        WHEN:
+            - The suggestions are applied
+        THEN:
+            - Each selected object is assigned to the document
+        """
+        tag = Tag.objects.create(name="Existing Tag", owner=self.user)
+        correspondent = Correspondent.objects.create(
+            name="Existing Correspondent",
+            owner=self.user,
+        )
+        document_type = DocumentType.objects.create(
+            name="Existing Document Type",
+            owner=self.user,
+        )
+        storage_path = StoragePath.objects.create(
+            name="Existing Storage Path",
+            path="{{ title }}",
+            owner=self.user,
+        )
+        action = self.make_action(ai_overwrite_existing=True)
+        suggestions: ClassificationSuggestions = {
+            **SUGGESTIONS,
+            "tags": {"existing_ids": [tag.pk], "new_names": []},
+            "correspondents": {
+                "existing_ids": [correspondent.pk],
+                "new_names": [],
+            },
+            "document_types": {
+                "existing_ids": [document_type.pk],
+                "new_names": [],
+            },
+            "storage_paths": {
+                "existing_ids": [storage_path.pk],
+                "new_names": [],
+            },
+        }
+
+        changed = self.apply(action, suggestions)
+
+        self.assertEqual(list(self.doc.tags.all()), [tag])
+        self.assertEqual(self.doc.correspondent, correspondent)
+        self.assertEqual(self.doc.document_type, document_type)
+        self.assertEqual(self.doc.storage_path, storage_path)
+        self.assertTrue(
+            {"tags", "correspondent", "document_type", "storage_path"} <= set(changed),
+        )
+
+    def test_create_missing_creates_objects_owned_by_document_owner(self) -> None:
+        """
+        GIVEN:
+            - An action with create missing enabled
+        WHEN:
+            - The action is applied and suggestions match nothing
+        THEN:
+            - Tags, correspondents and document types are created, owned by the
+              document owner so they stay private to them
+            - Storage paths are never created, since a path template cannot be
+              inferred from a name
+        """
+        action = self.make_action(
+            ai_create_missing=True,
+            ai_overwrite_existing=True,
+        )
+
+        changed = self.apply(action)
+
+        self.assertEqual(
+            sorted(t.name for t in self.doc.tags.all()),
+            ["Existing Tag", "Suggested Tag"],
+        )
+        self.assertEqual(self.doc.correspondent.name, "Existing Correspondent")
+        self.assertEqual(self.doc.correspondent.owner, self.user)
+        self.assertEqual(self.doc.document_type.name, "Suggested Document Type")
+        self.assertEqual(self.doc.document_type.owner, self.user)
+
+        self.assertIsNone(self.doc.storage_path)
+        self.assertFalse(StoragePath.objects.exists())
+        self.assertNotIn("storage_path", changed)
+
+    def test_overwrite_disabled_keeps_existing_values(self) -> None:
+        """
+        GIVEN:
+            - An action without overwrite existing
+            - A document that already has a title, created date and
+              correspondent
+        WHEN:
+            - The action is applied
+        THEN:
+            - The existing values are kept, only the empty document type is
+              filled in
+        """
+        existing = Correspondent.objects.create(name="Mine", owner=self.user)
+        self.doc.correspondent = existing
+        self.doc.save()
+        action = self.make_action(ai_create_missing=True)
+
+        changed = self.apply(action)
+
+        self.assertEqual(self.doc.title, "original.pdf")
+        self.assertEqual(self.doc.created, datetime.date(2020, 1, 1))
+        self.assertEqual(self.doc.correspondent, existing)
+        self.assertEqual(self.doc.document_type.name, "Suggested Document Type")
+        self.assertNotIn("title", changed)
+        self.assertNotIn("correspondent", changed)
+
+    def test_overwrite_enabled_replaces_existing_values(self) -> None:
+        """
+        GIVEN:
+            - An action with overwrite existing
+            - A document that already has a title and created date
+        WHEN:
+            - The action is applied
+        THEN:
+            - The suggested values replace them
+        """
+        action = self.make_action(
+            ai_create_missing=True,
+            ai_overwrite_existing=True,
+        )
+
+        changed = self.apply(action)
+
+        self.assertEqual(self.doc.title, "Suggested Title")
+        self.assertEqual(self.doc.created, datetime.date(2024, 3, 5))
+        self.assertIn("title", changed)
+        self.assertIn("created", changed)
+
+    def test_tags_are_added_not_replaced(self) -> None:
+        """
+        GIVEN:
+            - A document that already has a tag unrelated to the suggestions
+        WHEN:
+            - The action is applied with overwrite existing enabled
+        THEN:
+            - The existing tag is kept, since suggested tags are always
+              additive regardless of the overwrite setting
+        """
+        kept = Tag.objects.create(name="Do Not Remove", owner=self.user)
+        self.doc.tags.add(kept)
+        Tag.objects.create(name="Existing Tag", owner=self.user)
+        action = self.make_action(ai_overwrite_existing=True)
+
+        self.apply(action)
+
+        self.assertEqual(
+            sorted(t.name for t in self.doc.tags.all()),
+            ["Do Not Remove", "Existing Tag"],
+        )
+
+    def test_unselected_fields_are_untouched(self) -> None:
+        """
+        GIVEN:
+            - An action that only selects the title
+        WHEN:
+            - The action is applied
+        THEN:
+            - Only the title changes, even though the LLM suggested everything
+        """
+        action = self.make_action(
+            ai_suggestion_fields=[WorkflowAction.AISuggestionField.TITLE],
+            ai_create_missing=True,
+            ai_overwrite_existing=True,
+        )
+
+        changed = self.apply(action)
+
+        self.assertEqual(changed, ["title"])
+        self.assertEqual(self.doc.title, "Suggested Title")
+        self.assertEqual(self.doc.tags.count(), 0)
+        self.assertIsNone(self.doc.correspondent)
+        self.assertEqual(self.doc.created, datetime.date(2020, 1, 1))
+
+    def test_another_users_private_objects_are_not_matched(self) -> None:
+        """
+        GIVEN:
+            - A suggested tag name that exists, but is owned by someone else
+        WHEN:
+            - The action is applied
+        THEN:
+            - It is not assigned, because the document owner cannot see it
+        """
+        other = User.objects.create(username="someone-else")
+        Tag.objects.create(name="Existing Tag", owner=other)
+        action = self.make_action(
+            ai_suggestion_fields=[WorkflowAction.AISuggestionField.TAGS],
+        )
+
+        self.apply(action)
+
+        self.assertEqual(self.doc.tags.count(), 0)
+
+    def test_unparsable_dates_are_skipped(self) -> None:
+        """
+        GIVEN:
+            - Suggested dates that are not all valid
+        WHEN:
+            - The action is applied
+        THEN:
+            - The first usable date is applied and the rest ignored
+        """
+        action = self.make_action(
+            ai_suggestion_fields=[WorkflowAction.AISuggestionField.CREATED],
+            ai_overwrite_existing=True,
+        )
+
+        with mock.patch(
+            "documents.workflows.ai.get_ai_document_classification",
+            return_value={**SUGGESTIONS, "dates": ["not a date", "2019-07-04"]},
+        ):
+            changed = apply_ai_suggestions_to_document(action, self.doc)
+
+        self.doc.refresh_from_db()
+        self.assertEqual(changed, ["created"])
+        self.assertEqual(self.doc.created, datetime.date(2019, 7, 4))
@@ -115,7 +115,7 @@ from documents.caching import get_metadata_cache
 from documents.caching import get_suggestion_cache
 from documents.caching import refresh_metadata_cache
 from documents.caching import refresh_suggestions_cache
-from documents.caching import set_llm_suggestions_cache
+from documents.caching import retrieve_llm_suggestions
 from documents.caching import set_metadata_cache
 from documents.caching import set_suggestions_cache
 from documents.classifier import load_classifier
@@ -246,7 +246,7 @@ from paperless.parsers.remote import RemoteEngineConfig
 from paperless.serialisers import GroupSerializer
 from paperless.serialisers import UserSerializer
 from paperless.views import StandardPagination
-from paperless_ai.ai_classifier import get_ai_document_classification
+from paperless_ai.ai_classifier import get_llm_output_language
 from paperless_ai.chat import stream_chat_with_documents
 from paperless_ai.exceptions import LLMTimeoutError
 from paperless_ai.matching import extract_unmatched_names
@@ -665,20 +665,6 @@ class TagViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet[Tag]):
            update_document_parent_tags(tag, new_parent)


-def _get_llm_output_language(ai_config: AIConfig, request) -> str | None:
-    output_language = ai_config.llm_output_language
-    if (
-        not output_language
-        and hasattr(request.user, "ui_settings")
-        and isinstance(
-            request.user.ui_settings.settings,
-            dict,
-        )
-    ):
-        output_language = request.user.ui_settings.settings.get("language")
-    return output_language
-
-
@extend_schema_view(**generate_object_with_permissions_schema(DocumentTypeSerializer))
 class DocumentTypeViewSet(
    PermissionsAwareDocumentCountMixin,
@@ -1133,7 +1119,8 @@ class DocumentViewSet(
                    "custom_fields",
                    queryset=CustomFieldInstance.objects.select_related("field"),
                ),
-                "notes",
+                # NotesSerializer nests the author, this avoids query per note
+                Prefetch("notes", queryset=Note.objects.select_related("user")),
            )
        )

@@ -1541,7 +1528,10 @@ class DocumentViewSet(
        if not ai_config.ai_enabled:
            return HttpResponseBadRequest("AI is required for this feature")

-        output_language = _get_llm_output_language(ai_config=ai_config, request=request)
+        output_language = get_llm_output_language(
+            ai_config=ai_config,
+            user=request.user,
+        )
        llm_cache_backend = ":".join(
            part
            for part in (
@@ -1569,10 +1559,13 @@ class DocumentViewSet(
            llm_suggestions = cached_llm_suggestions.suggestions
        else:
            try:
-                llm_suggestions = get_ai_document_classification(
-                    doc,
-                    request.user,
-                    output_language,
+                llm_suggestions = retrieve_llm_suggestions(
+                    document=doc,
+                    user=request.user,
+                    output_language=output_language,
+                    backend=llm_cache_backend,
+                    # Classification, localization + 30s
+                    lock_timeout=(2 * ai_config.llm_request_timeout) + 30,
                )
            except ValueError as exc:
                logger.exception(
@@ -1597,11 +1590,6 @@ class DocumentViewSet(
                    {"ai": [_("AI backend request timed out.")]},
                    status=status.HTTP_503_SERVICE_UNAVAILABLE,
                )
-            set_llm_suggestions_cache(
-                doc.pk,
-                llm_suggestions,
-                backend=llm_cache_backend,
-            )

        tags_choice: TaxonomyChoiceDict = llm_suggestions["tags"]
        correspondents_choice: TaxonomyChoiceDict = llm_suggestions["correspondents"]
@@ -2330,7 +2318,10 @@ class ChatStreamingView(GenericAPIView[Any]):
                id__in=permitted_document_ids(request.user),
            )

-        output_language = _get_llm_output_language(ai_config=ai_config, request=request)
+        output_language = get_llm_output_language(
+            ai_config=ai_config,
+            user=request.user,
+        )

        response = StreamingHttpResponse(
            stream_chat_with_documents(
@@ -2794,8 +2785,11 @@ class DocumentSelectionMixin:
            for key, value in filters.items()
            if key not in _TANTIVY_SEARCH_PARAM_NAMES
        }
+        # Operations are addressed to roots, a caller that wants
+        # to act on a specific version passes its id explicitly instead
        permitted_documents = Document.objects.filter(
            id__in=permitted_document_ids(user),
+            root_document__isnull=True,
        )
        # orm-filtered docs
        filtered_documents = DocumentFilterSet(
@@ -0,0 +1,259 @@
+import logging
+from datetime import date
+from datetime import datetime
+from typing import TypeVar
+
+from django.contrib.auth.models import User
+
+from documents.models import Correspondent
+from documents.models import Document
+from documents.models import DocumentType
+from documents.models import MatchingModel
+from documents.models import StoragePath
+from documents.models import Tag
+from documents.models import WorkflowAction
+from paperless.config import AIConfig
+from paperless_ai.ai_classifier import get_ai_document_classification
+from paperless_ai.ai_classifier import get_llm_output_language
+from paperless_ai.matching import extract_unmatched_names
+from paperless_ai.matching import match_correspondents_by_name
+from paperless_ai.matching import match_document_types_by_name
+from paperless_ai.matching import match_storage_paths_by_name
+from paperless_ai.matching import match_tags_by_name
+from paperless_ai.matching import resolve_correspondent_ids
+from paperless_ai.matching import resolve_document_type_ids
+from paperless_ai.matching import resolve_storage_path_ids
+from paperless_ai.matching import resolve_tag_ids
+
+logger = logging.getLogger("paperless.workflows.ai")
+
+AISuggestionField = WorkflowAction.AISuggestionField
+ObjT = TypeVar("ObjT", bound=MatchingModel)
+
+# Tags use m2m relation instead
+DIRECT_FIELDS: dict[str, str] = {
+    AISuggestionField.TITLE: "title",
+    AISuggestionField.CORRESPONDENT: "correspondent",
+    AISuggestionField.DOCUMENT_TYPE: "document_type",
+    AISuggestionField.STORAGE_PATH: "storage_path",
+    AISuggestionField.CREATED: "created",
+}
+
+
+def resolve_date(dates: list[str]) -> date | None:
+    """
+    First usable date out of the suggestions, which are expected as
+    YYYY-MM-DD. Document.created is a DateField, so only one can be applied.
+    """
+    for value in dates:
+        try:
+            return datetime.strptime(value, "%Y-%m-%d").date()
+        except (TypeError, ValueError):
+            logger.debug("Ignoring unparsable suggested date %s", value)
+    return None
+
+
+def resolve_object(
+    model: type[ObjT],
+    names: list[str],
+    matched: list[ObjT],
+    *,
+    create_missing: bool,
+    owner: User | None,
+) -> ObjT | None:
+    """
+    Single object from a suggestion list. The best match if there was one, else
+    optionally a newly-created object. StoragePaths are excluded.
+    """
+    if matched:
+        return matched[0]
+
+    if not create_missing or model is StoragePath:
+        return None
+
+    unmatched = extract_unmatched_names(names, matched)
+    if not unmatched:
+        return None
+
+    # (name, owner) is what MatchingModel is unique on
+    obj, created = model.objects.get_or_create(
+        name=unmatched[0][:128],
+        owner=owner,
+    )
+    if created:
+        logger.info("Created %s '%s' from AI suggestion", model.__name__, obj.name)
+    return obj
+
+
+def resolve_tags(
+    names: list[str],
+    matched: list[Tag],
+    *,
+    create_missing: bool,
+    owner: User | None,
+) -> list[Tag]:
+    """
+    Matched tags, plus newly created ones if create_missing is set.
+    """
+    tags = list(matched)
+    if not create_missing:
+        return tags
+
+    for name in extract_unmatched_names(names, matched):
+        tag, created = Tag.objects.get_or_create(
+            name=name[:128],
+            owner=owner,
+        )
+        if created:
+            logger.info("Created tag '%s' from AI suggestion", tag.name)
+        tags.append(tag)
+    return tags
+
+
+def apply_ai_suggestions_to_document(
+    action: WorkflowAction,
+    document: Document,
+    logging_group=None,
+) -> list[str]:
+    """
+    Get suggestions about `document` and write the chosen fields.
+
+    Returns the names of the fields that were actually changed.
+    """
+    selected = set(action.ai_suggestion_fields or [])
+    if not selected:
+        logger.warning(
+            "Workflow action %s has no AI suggestion fields selected, skipping",
+            action.pk,
+            extra={"group": logging_group},
+        )
+        return []
+
+    ai_config = AIConfig()
+    if not ai_config.ai_enabled:
+        logger.error(
+            "AI is not enabled, cannot apply AI suggestions for document %s",
+            document.pk,
+            extra={"group": logging_group},
+        )
+        return []
+
+    # Workflows run without a user, so we use the document owner
+    owner = document.owner
+
+    try:
+        suggestions = get_ai_document_classification(
+            document,
+            owner,
+            get_llm_output_language(ai_config, owner),
+        )
+    except ValueError:
+        # A bad AI config will not fix itself, so swallow it rather than
+        # letting the caller retry. Timeouts, rate limits, network errors etc
+        # propagate so the queued task can back off and try again.
+        logger.exception(
+            "Invalid AI configuration, cannot get suggestions for document %s",
+            document.pk,
+            extra={"group": logging_group},
+        )
+        return []
+
+    overwrite = action.ai_overwrite_existing
+    create_missing = action.ai_create_missing
+    updated_fields: list[str] = []
+
+    def should_set(field: str) -> bool:
+        # The field is selected and (overwrite or it's empty)
+        return field in selected and (
+            overwrite or getattr(document, DIRECT_FIELDS[field]) in (None, "")
+        )
+
+    if should_set(AISuggestionField.TITLE):
+        title = suggestions["title"].strip()
+        if title:
+            # title is capped at 128 characters
+            document.title = title[:128]
+            updated_fields.append("title")
+
+    if should_set(AISuggestionField.CORRESPONDENT):
+        choice = suggestions["correspondents"]
+        names = choice["new_names"]
+        correspondent = resolve_object(
+            Correspondent,
+            names,
+            resolve_correspondent_ids(choice["existing_ids"], owner)
+            + match_correspondents_by_name(names, owner),
+            create_missing=create_missing,
+            owner=owner,
+        )
+        if correspondent:
+            document.correspondent = correspondent
+            updated_fields.append("correspondent")
+
+    if should_set(AISuggestionField.DOCUMENT_TYPE):
+        choice = suggestions["document_types"]
+        names = choice["new_names"]
+        document_type = resolve_object(
+            DocumentType,
+            names,
+            resolve_document_type_ids(choice["existing_ids"], owner)
+            + match_document_types_by_name(names, owner),
+            create_missing=create_missing,
+            owner=owner,
+        )
+        if document_type:
+            document.document_type = document_type
+            updated_fields.append("document_type")
+
+    if should_set(AISuggestionField.STORAGE_PATH):
+        choice = suggestions["storage_paths"]
+        names = choice["new_names"]
+        storage_path = resolve_object(
+            StoragePath,
+            names,
+            resolve_storage_path_ids(choice["existing_ids"], owner)
+            + match_storage_paths_by_name(names, owner),
+            create_missing=create_missing,
+            owner=owner,
+        )
+        if storage_path:
+            document.storage_path = storage_path
+            updated_fields.append("storage_path")
+
+    if should_set(AISuggestionField.CREATED):
+        created = resolve_date(suggestions["dates"])
+        if created:
+            document.created = created
+            updated_fields.append("created")
+
+    if AISuggestionField.TAGS in selected:
+        choice = suggestions["tags"]
+        names = choice["new_names"]
+        tags = resolve_tags(
+            names,
+            resolve_tag_ids(choice["existing_ids"], owner)
+            + match_tags_by_name(names, owner),
+            create_missing=create_missing,
+            owner=owner,
+        )
+        if tags:
+            # Suggested tags are always added, so overwrite_existing
+            # does not really apply here
+            document.add_nested_tags(tags)
+            updated_fields.append("tags")
+
+    if updated_fields:
+        # save fields and update modified (excluding m2m tags from update_fields)
+        direct_updated_fields = [
+            field for field in updated_fields if field in DIRECT_FIELDS.values()
+        ]
+        document.save(update_fields=[*direct_updated_fields, "modified"])
+
+    logger.info(
+        "Applied AI suggestions %s to document %s",
+        updated_fields or "(none)",
+        document.pk,
+        extra={"group": logging_group},
+    )
+
+    return updated_fields
@@ -47,6 +47,22 @@ def get_language_name(language_code: str) -> str:
    return language_code


+def get_llm_output_language(ai_config: AIConfig, user: User | None) -> str | None:
+    """
+    Language to localize LLM output into: the configured language, falling back
+    to the user's own UI language when unset.
+    """
+    output_language = ai_config.llm_output_language
+    if (
+        not output_language
+        and user is not None
+        and hasattr(user, "ui_settings")
+        and isinstance(user.ui_settings.settings, dict)
+    ):
+        output_language = user.ui_settings.settings.get("language")
+    return output_language
+
+
 def build_prompt_without_rag(
    document: Document,
    config: AIConfig,
@@ -11,7 +11,7 @@ from documents.models import Correspondent
 from documents.models import DocumentType
 from documents.models import StoragePath
 from documents.models import Tag
-from documents.permissions import get_objects_for_user_owner_aware
+from documents.permissions import permitted_object_ids
 from documents.permissions import restrict_queryset_to_visible

 MATCH_THRESHOLD = 0.8
@@ -63,30 +63,40 @@ def resolve_storage_path_ids(ids: list[int], user: User | None) -> list[StorageP

 def _match_by_name(
    names: list[str],
-    user: User,
+    user: User | None,
    model: type[ModelT],
    perm: str,
 ) -> list[ModelT]:
-    queryset = get_objects_for_user_owner_aware(user, [perm], model)
+    # A workflow may have no user. In that case permitted_object_ids limits
+    # matching to unowned objects, avoiding another user's private taxonomy.
+    queryset = model.objects.filter(
+        pk__in=permitted_object_ids(user, model, perm),
+    )
    return _match_names_to_queryset(names, queryset)


-def match_tags_by_name(names: list[str], user: User) -> list[Tag]:
+def match_tags_by_name(names: list[str], user: User | None) -> list[Tag]:
    return _match_by_name(names, user, Tag, "view_tag")


 def match_correspondents_by_name(
    names: list[str],
-    user: User,
+    user: User | None,
 ) -> list[Correspondent]:
    return _match_by_name(names, user, Correspondent, "view_correspondent")


-def match_document_types_by_name(names: list[str], user: User) -> list[DocumentType]:
+def match_document_types_by_name(
+    names: list[str],
+    user: User | None,
+) -> list[DocumentType]:
    return _match_by_name(names, user, DocumentType, "view_documenttype")


-def match_storage_paths_by_name(names: list[str], user: User) -> list[StoragePath]:
+def match_storage_paths_by_name(
+    names: list[str],
+    user: User | None,
+) -> list[StoragePath]:
    return _match_by_name(names, user, StoragePath, "view_storagepath")


@@ -1,5 +1,4 @@
 from collections.abc import Callable
-from unittest.mock import patch

 import pytest
 import pytest_mock
@@ -45,33 +44,25 @@ class TestAIMatching(TestCase):
        self.storage_path1 = StoragePath.objects.create(name="Test Storage Path 1")
        self.storage_path2 = StoragePath.objects.create(name="Test Storage Path 2")

-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
-    def test_match_tags_by_name(self, mock_get_objects) -> None:
-        mock_get_objects.return_value = Tag.objects.all()
+    def test_match_tags_by_name(self) -> None:
        names = ["Test Tag 1", "Nonexistent Tag"]
        result = match_tags_by_name(names, user=None)
        self.assertEqual(len(result), 1)
        self.assertEqual(result[0].name, "Test Tag 1")

-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
-    def test_match_correspondents_by_name(self, mock_get_objects) -> None:
-        mock_get_objects.return_value = Correspondent.objects.all()
+    def test_match_correspondents_by_name(self) -> None:
        names = ["Test Correspondent 1", "Nonexistent Correspondent"]
        result = match_correspondents_by_name(names, user=None)
        self.assertEqual(len(result), 1)
        self.assertEqual(result[0].name, "Test Correspondent 1")

-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
-    def test_match_document_types_by_name(self, mock_get_objects) -> None:
-        mock_get_objects.return_value = DocumentType.objects.all()
+    def test_match_document_types_by_name(self) -> None:
        names = ["Test Document Type 1", "Nonexistent Document Type"]
        result = match_document_types_by_name(names, user=None)
        self.assertEqual(len(result), 1)
        self.assertEqual(result[0].name, "Test Document Type 1")

-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
-    def test_match_storage_paths_by_name(self, mock_get_objects) -> None:
-        mock_get_objects.return_value = StoragePath.objects.all()
+    def test_match_storage_paths_by_name(self) -> None:
        names = ["Test Storage Path 1", "Nonexistent Storage Path"]
        result = match_storage_paths_by_name(names, user=None)
        self.assertEqual(len(result), 1)
@@ -83,16 +74,12 @@ class TestAIMatching(TestCase):
        unmatched_names = extract_unmatched_names(llm_names, matched_objects)
        self.assertEqual(unmatched_names, ["Nonexistent Tag"])

-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
-    def test_match_tags_by_name_with_empty_names(self, mock_get_objects) -> None:
-        mock_get_objects.return_value = Tag.objects.all()
+    def test_match_tags_by_name_with_empty_names(self) -> None:
        names = [None, "", "   "]
        result = match_tags_by_name(names, user=None)
        self.assertEqual(result, [])

-    @patch("paperless_ai.matching.get_objects_for_user_owner_aware")
-    def test_match_tags_with_fuzzy_matching(self, mock_get_objects) -> None:
-        mock_get_objects.return_value = Tag.objects.all()
+    def test_match_tags_with_fuzzy_matching(self) -> None:
        names = ["Test Taag 1", "Teest Tag 2"]
        result = match_tags_by_name(names, user=None)
        self.assertEqual(len(result), 2)
Author	SHA1	Message	Date
shamoon	f2250ef96d	The LLM-generated test for that last thing	2026-08-26 09:57:07 -07:00
shamoon	50043ddb66	don't let waiting requests re-run a failed llm generation	2026-08-26 09:57:07 -07:00
shamoon	15a5618a6e	tidy up	2026-08-26 09:53:27 -07:00
shamoon	34a01a5bd6	Enhancement: prevent duplication of llm suggestion requests	2026-08-26 09:53:27 -07:00
GitHub Actions	cafed919a1	Auto translate strings	2026-08-26 16:50:29 +00:00
shamoonandGitHub	549afde1fd	Enhancement: Apply AI suggestions workflow action (#13639 )	2026-08-26 16:41:21 +00:00
GitHub Actions	a8576d827e	Auto translate strings	2026-08-26 14:29:05 +00:00
shamoonandGitHub	7330c4d9cb	Fix: exclude version documents from bulk edit "all" (#13791 )	2026-08-26 14:27:31 +00:00
GitHub Actions	2e7cd14964	Auto translate strings	2026-08-26 04:48:45 +00:00
shamoonandGitHub	5090ffe39e	Enhancement: welcome widget visual tweaks (#13794 )	2026-08-25 21:47:13 -07:00
GitHub Actions	35d40b51cb	Auto translate strings	2026-08-25 21:37:07 +00:00
shamoonandGitHub	78025df405	Performance: fetch note authors with prefetch instead of one query each (#13790 )	2026-08-25 14:35:22 -07:00