Saves work on a probable fix

get_users_with_perms includes group members by default, so PDF actions such
as merge and split gave them direct grants on the new documents, which
outlived their group membership.

pyproject.toml

@@ -43,7 +43,7 @@ dependencies = [
   "drf-spectacular~=0.30",
   "drf-spectacular-sidecar>=2026.7.1,<2026.10",
   "drf-writable-nested~=0.7.1",
-  "filelock~=3.32.0",
+  "filelock>=3.32,<4.1",
   "flower>=2.0.1,<2.3",
   "gotenberg-client[httpx]~=1.0",
   "httpx-oauth~=0.17",

src/documents/data_models.py

@@ -130,12 +130,14 @@ class DocumentMetadataOverrides:
             get_users_with_perms(
                 doc,
                 only_with_perms_in=["view_document"],
+                with_group_users=False,
             ).values_list("id", flat=True),
         )
         overrides.change_users = list(
             get_users_with_perms(
                 doc,
                 only_with_perms_in=["change_document"],
+                with_group_users=False,
             ).values_list("id", flat=True),
         )
         overrides.custom_fields = {

src/documents/management/commands/document_exporter.py

@@ -3,6 +3,7 @@ from itertools import islice
 from pathlib import Path
 from typing import TYPE_CHECKING
 from typing import Any
+from typing import Final
 
 from allauth.mfa.models import Authenticator
 from allauth.socialaccount.models import SocialAccount
@@ -70,6 +71,10 @@ from paperless.models import ApplicationConfiguration
 from paperless_mail.models import MailAccount
 from paperless_mail.models import MailRule
 
+# Derived names replace the original's extension with these suffixes
+THUMBNAIL_SUFFIX: Final[str] = "-thumbnail.webp"
+ARCHIVE_SUFFIX: Final[str] = "-archive.pdf"
+
 
 def serialize_queryset_batched(
     queryset: "QuerySet[Any]",
@@ -512,7 +517,12 @@ class Command(CryptMixin, PaperlessCommand):
                     counter=filename_counter,
                 )
             else:
-                base_name = document.get_public_filename(counter=filename_counter)
+                # Leave room for the longer of the derived name suffixes
+                base_name = document.get_public_filename(
+                    counter=filename_counter,
+                    max_bytes=Document.MAX_PUBLIC_FILENAME_BYTES
+                    - max(len(THUMBNAIL_SUFFIX), len(ARCHIVE_SUFFIX)),
+                )
 
             # The thumbnail and archive names are derived from the stem, so
             # uniqueness must hold without the original's extension
@@ -541,7 +551,7 @@ class Command(CryptMixin, PaperlessCommand):
         document_dict[EXPORTER_FILE_NAME] = original_arc
 
         if not self.no_thumbnail:
-            thumbnail_name = base_name.parent / (base_name.stem + "-thumbnail.webp")
+            thumbnail_name = base_name.parent / (base_name.stem + THUMBNAIL_SUFFIX)
             if self.use_folder_prefix:
                 thumbnail_name = Path("thumbnails") / thumbnail_name
             thumbnail_arc = thumbnail_name.as_posix()
@@ -550,7 +560,7 @@ class Command(CryptMixin, PaperlessCommand):
             thumbnail_arc = None
 
         if not self.no_archive and document.has_archive_version:
-            archive_name = base_name.parent / (base_name.stem + "-archive.pdf")
+            archive_name = base_name.parent / (base_name.stem + ARCHIVE_SUFFIX)
             if self.use_folder_prefix:
                 archive_name = Path("archive") / archive_name
             archive_arc = archive_name.as_posix()

src/documents/models.py

@@ -157,6 +157,8 @@ class StoragePath(MatchingModel):
 
 class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-missing]
     MAX_STORED_FILENAME_LENGTH: Final[int] = 1024
+    # Per-component limit of common filesystems (ext4, XFS, btrfs, ZFS, APFS)
+    MAX_PUBLIC_FILENAME_BYTES: Final[int] = 255
 
     correspondent = models.ForeignKey(
         Correspondent,
@@ -484,28 +486,47 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
     def archive_file(self):
         return Path(self.archive_path).open("rb")
 
-    def get_public_filename(self, *, archive=False, counter=0, suffix=None) -> str:
+    def get_public_filename(
+        self,
+        *,
+        archive=False,
+        counter=0,
+        suffix=None,
+        max_bytes: int = MAX_PUBLIC_FILENAME_BYTES,
+    ) -> str:
         """
         Returns a sanitized filename for the document, not including any paths.
+
+        The name fits in max_bytes (UTF-8). A title that is too long is
+        shortened, so the counter, suffix and extension are always kept.
         """
         # Root owns metadata for all versions
         context_document = (
             self.root_document if self.root_document_id is not None else self
         )
-        result = str(context_document)
 
+        tail = ""
         if counter:
-            result += f"_{counter:02}"
+            tail += f"_{counter:02}"
 
         if suffix:
-            result += suffix
+            tail += suffix
 
         if archive:
-            result += ".pdf"
+            tail += ".pdf"
         else:
-            result += self.file_type
+            tail += self.file_type
 
-        return pathvalidate.sanitize_filename(result, replacement_text="-")
+        # sanitize_filename truncates from the end, which would cut off the
+        # counter and extension, so shorten the title before appending them
+        head_bytes = max_bytes - len(tail.encode())
+        head = str(context_document).encode()[:head_bytes].decode(errors="ignore")
+
+        return pathvalidate.sanitize_filename(
+            head + tail,
+            replacement_text="-",
+            max_len=max_bytes,
+        )
 
     @property
     def file_type(self):

src/documents/permissions.py

@@ -1,11 +1,5 @@
-from collections.abc import Mapping
-from collections.abc import Sequence
 from typing import Any
-from typing import ClassVar
-from typing import Literal
-from typing import TypeGuard
 from typing import TypeVar
-from typing import cast
 
 from django.contrib.auth.models import Group
 from django.contrib.auth.models import Permission
@@ -68,23 +62,28 @@ class PaperlessAdminPermissions(BasePermission):
         return request.user.is_active and request.user.is_staff
 
 
-def _is_active_and_authenticated(user: User | None) -> TypeGuard[User]:
-    return (
-        user is not None
-        and getattr(user, "is_active", False)
-        and getattr(user, "is_authenticated", False)
-    )
-
-
 def has_global_statistics_permission(user: User | None) -> bool:
-    return _is_active_and_authenticated(user) and (
-        getattr(user, "is_superuser", False)
-        or user.has_perm("paperless.view_global_statistics")
+    if (
+        user is None
+        or not getattr(user, "is_active", False)
+        or not getattr(user, "is_authenticated", False)
+    ):
+        return False
+
+    return getattr(user, "is_superuser", False) or user.has_perm(
+        "paperless.view_global_statistics",
     )
 
 
 def has_system_status_permission(user: User | None) -> bool:
-    return _is_active_and_authenticated(user) and (
+    if (
+        user is None
+        or not getattr(user, "is_active", False)
+        or not getattr(user, "is_authenticated", False)
+    ):
+        return False
+
+    return (
         getattr(user, "is_superuser", False)
         or getattr(user, "is_staff", False)
         or user.has_perm("paperless.view_system_monitoring")
@@ -706,32 +705,7 @@ def has_perms_owner_aware(user, perms, obj):
     return obj.owner is None or obj.owner == user or checker.has_perm(perms, obj)
 
 
-# HEAD is deliberately absent: GlobalPermissionsByMethod checks it against GET.
-MappedMethod = Literal["GET", "POST", "PUT", "PATCH", "DELETE", "OPTIONS"]
-
-
-class GlobalPermissionsByMethod(BasePermission):
-    """
-    Requires the global (model-level) permissions listed in ``perms_map`` for
-    the request's HTTP method. HEAD is checked against the ``"GET"`` entry,
-    since DRF runs the GET handler for it. A method missing from
-    ``perms_map`` is denied.
-    """
-
-    perms_map: ClassVar[Mapping[MappedMethod, Sequence[str]]]
-
-    def has_permission(self, request: Any, view: Any) -> bool:
-        if not request.user or not request.user.is_authenticated:
-            return False
-
-        method = "GET" if request.method == "HEAD" else request.method
-        # An unknown method is not a MappedMethod, but .get() returns None for
-        # it, so it is still denied.
-        perms = self.perms_map.get(cast("MappedMethod", method))
-        return perms is not None and request.user.has_perms(perms)
-
-
-class ViewDocumentsPermissions(GlobalPermissionsByMethod):
+class ViewDocumentsPermissions(BasePermission):
     """
     Permissions class that checks for model permissions for only viewing Documents.
     """
@@ -742,18 +716,31 @@ class ViewDocumentsPermissions(GlobalPermissionsByMethod):
         "POST": ["documents.view_document"],
     }
 
+    def has_permission(self, request, view):
+        if not request.user or (not request.user.is_authenticated):  # pragma: no cover
+            return False
 
-class TrashPermissions(GlobalPermissionsByMethod):
+        return request.user.has_perms(self.perms_map.get(request.method, []))
+
+
+class TrashPermissions(BasePermission):
     """Check the global document permission for each trash operation."""
 
     perms_map = {
         "OPTIONS": ["documents.view_document"],
+        "HEAD": ["documents.view_document"],
         "GET": ["documents.view_document"],
         "POST": ["documents.delete_document"],
     }
 
+    def has_permission(self, request, view):
+        if not request.user or not request.user.is_authenticated:  # pragma: no cover
+            return False
 
-class PaperlessNotePermissions(GlobalPermissionsByMethod):
+        return request.user.has_perms(self.perms_map.get(request.method, []))
+
+
+class PaperlessNotePermissions(BasePermission):
     """
     Permissions class that checks for model permissions for Notes.
     """
@@ -773,13 +760,28 @@ class PaperlessNotePermissions(GlobalPermissionsByMethod):
         ],
     }
 
+    def has_permission(self, request, view):
+        if not request.user or (not request.user.is_authenticated):  # pragma: no cover
+            return False
 
-class AcknowledgeTasksPermissions(GlobalPermissionsByMethod):
+        perms = self.perms_map[request.method]
+
+        return request.user.has_perms(perms)
+
+
+class AcknowledgeTasksPermissions(BasePermission):
     """
     Permissions class that checks for model permissions for acknowledging tasks.
     """
 
     perms_map = {
-        "OPTIONS": ["documents.change_paperlesstask"],
         "POST": ["documents.change_paperlesstask"],
     }
+
+    def has_permission(self, request: Any, view: Any) -> bool:
+        if not request.user or not request.user.is_authenticated:  # pragma: no cover
+            return False
+
+        perms = self.perms_map.get(request.method, [])
+
+        return request.user.has_perms(perms)

src/documents/tests/test_api_documents.py

@@ -3653,34 +3653,6 @@ class TestDocumentApi(DirectoriesMixin, ConsumeTaskMixin, APITestCase):
         )
         self.assertEqual(response.status_code, status.HTTP_200_OK)
 
-    def test_notes_head_and_unsupported_methods(self) -> None:
-        """
-        GIVEN:
-            - A user allowed to view notes on their own document
-        WHEN:
-            - The notes endpoint is requested with HEAD, PUT and PATCH
-        THEN:
-            - HEAD is allowed like GET
-            - PUT and PATCH are rejected with 403 rather than a server error
-        """
-        user = UserFactory()
-        grant_global(user, "view_note", "view_document")
-        doc = DocumentFactory(owner=user)
-        self.client.force_authenticate(user)
-
-        self.assertEqual(
-            self.client.head(f"/api/documents/{doc.pk}/notes/").status_code,
-            status.HTTP_200_OK,
-        )
-        self.assertEqual(
-            self.client.put(f"/api/documents/{doc.pk}/notes/").status_code,
-            status.HTTP_403_FORBIDDEN,
-        )
-        self.assertEqual(
-            self.client.patch(f"/api/documents/{doc.pk}/notes/").status_code,
-            status.HTTP_403_FORBIDDEN,
-        )
-
     def test_delete_note(self) -> None:
         """
         GIVEN:

src/documents/tests/test_api_search.py

@@ -1001,21 +1001,6 @@ class TestDocumentSearchApi(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         self.assertEqual(len(response.data), 10)
 
-    def test_search_autocomplete_head_requires_view_document(self) -> None:
-        """
-        GIVEN:
-            - A user without the global view document permission
-        WHEN:
-            - A HEAD request is made for autocomplete
-        THEN:
-            - It is rejected like the equivalent GET request
-        """
-        self.client.force_authenticate(user=UserFactory())
-
-        response = self.client.head("/api/search/autocomplete/?term=test")
-
-        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
-
     def test_search_autocomplete_respect_permissions(self) -> None:
         """
         GIVEN:

src/documents/tests/test_consumer.py

@@ -34,8 +34,10 @@ from documents.tests.utils import GetConsumerMixin
 from paperless_mail.models import MailRule
 from paperless_testing.assertions import FileSystemAssertsMixin
 from paperless_testing.dirs import DirectoriesMixin
+from paperless_testing.factories import DocumentFactory
 from paperless_testing.factories import UserFactory
 from paperless_testing.fakes.progress import FakeProgressManager
+from paperless_testing.permissions import grant_object
 
 
 class _BaseNewStyleParser:
@@ -1683,6 +1685,32 @@ class TestMetadataOverrides(TestCase):
         self.assertEqual(base.actor_id, 2)
         self.assertEqual(base.version_label, "v2")
 
+    def test_from_document_copies_user_and_group_grants_separately(self) -> None:
+        """
+        GIVEN:
+            - A document with view and change granted directly to one user and
+              to a group with another user as a member
+        WHEN:
+            - Overrides are built from the document
+        THEN:
+            - The user lists hold only the directly granted user
+            - The group lists hold the group
+        """
+        direct_user = UserFactory()
+        group_member = UserFactory()
+        group = Group.objects.create(name="group")
+        group_member.groups.add(group)
+        document = DocumentFactory()
+        grant_object(direct_user, document, "view_document", "change_document")
+        grant_object(group, document, "view_document", "change_document")
+
+        overrides = DocumentMetadataOverrides.from_document(document)
+
+        self.assertEqual(overrides.view_users, [direct_user.pk])
+        self.assertEqual(overrides.change_users, [direct_user.pk])
+        self.assertEqual(overrides.view_groups, [group.pk])
+        self.assertEqual(overrides.change_groups, [group.pk])
+
 
 class TestBarcodeApplyDetectedASN(TestCase):
     """

src/documents/tests/test_document_model.py

@@ -4,6 +4,7 @@ from datetime import date
 from pathlib import Path
 from unittest import mock
 
+import pytest
 from django.test import TestCase
 from django.test import override_settings
 from faker import Faker
@@ -257,3 +258,77 @@ def test_suggestion_content() -> None:
     )
     doc.content = content_over_limit
     assert doc.suggestion_content == expected_cropped_content
+
+
+@pytest.mark.django_db
+class TestPublicFilenameLength:
+    @pytest.mark.parametrize(
+        ("title", "archive", "extension"),
+        [
+            pytest.param("a" * 300, False, ".jpg", id="ascii-original"),
+            pytest.param("a" * 300, True, ".pdf", id="ascii-archive"),
+            pytest.param("ä" * 200, False, ".jpg", id="multibyte-original"),
+        ],
+    )
+    def test_long_title_keeps_extension_within_limit(
+        self,
+        title: str,
+        *,
+        archive: bool,
+        extension: str,
+    ) -> None:
+        """
+        GIVEN:
+            - A document whose title alone is longer than 255 bytes
+        WHEN:
+            - The public file name is generated
+        THEN:
+            - The name fits in 255 bytes and still ends with the extension
+        """
+        doc = Document(mime_type="image/jpeg", title=title, created=date(2020, 12, 25))
+
+        name = doc.get_public_filename(archive=archive)
+
+        assert len(name.encode()) <= 255
+        assert name.endswith(extension)
+
+    def test_long_title_counters_give_distinct_names(self) -> None:
+        """
+        GIVEN:
+            - A document whose title alone is longer than 255 bytes
+        WHEN:
+            - Public file names are generated with increasing counters
+        THEN:
+            - Each counter produces a distinct name that keeps the counter
+        """
+        doc = Document(
+            mime_type="application/pdf",
+            title="ä" * 200,
+            created=date(2020, 12, 25),
+        )
+
+        names = [doc.get_public_filename(counter=counter) for counter in range(3)]
+
+        assert len(set(names)) == 3
+        assert names[1].endswith("_01.pdf")
+        assert all(len(name.encode()) <= 255 for name in names)
+
+    def test_max_bytes_bounds_name(self) -> None:
+        """
+        GIVEN:
+            - A document with a long title
+        WHEN:
+            - The public file name is generated with a smaller byte limit
+        THEN:
+            - The name fits in that limit and keeps the counter and extension
+        """
+        doc = Document(
+            mime_type="application/pdf",
+            title="a" * 300,
+            created=date(2020, 12, 25),
+        )
+
+        name = doc.get_public_filename(counter=1, max_bytes=100)
+
+        assert len(name.encode()) <= 100
+        assert name.endswith("_01.pdf")

src/documents/tests/test_management_exporter.py

@@ -1537,3 +1537,67 @@ class TestExportDerivedFileNameCollisions:
             assert (
                 target / record[EXPORTER_ARCHIVE_NAME]
             ).read_text() == f"archive {pk}"
+
+    def test_long_titles_export_within_file_name_limit(
+        self,
+        paperless_dirs: PaperlessDirs,
+        tmp_path: Path,
+    ) -> None:
+        """
+        GIVEN:
+            - Two documents with the same created date and the same title
+            - The title alone is longer than 255 bytes and contains umlauts
+        WHEN:
+            - The exporter runs
+        THEN:
+            - The export finishes with distinct original, thumbnail and archive names
+            - Every exported file name fits in 255 bytes
+            - Each exported file holds its own document's content
+        """
+        for pk in (1, 2):
+            (paperless_dirs.originals_dir / f"{pk:07}.pdf").write_bytes(
+                f"original {pk}".encode(),
+            )
+            (paperless_dirs.archive_dir / f"{pk:07}.pdf").write_bytes(
+                f"archive {pk}".encode(),
+            )
+            (paperless_dirs.thumbnail_dir / f"{pk:07}.webp").write_bytes(
+                f"thumbnail {pk}".encode(),
+            )
+            DocumentFactory(
+                pk=pk,
+                title="Bestellbestätigung " * 15,
+                created=date(2026, 10, 15),
+                filename=f"{pk:07}.pdf",
+                archive_filename=f"{pk:07}.pdf",
+                mime_type="application/pdf",
+            )
+
+        target = tmp_path / "export"
+        target.mkdir()
+        call_command(
+            "document_exporter",
+            str(target),
+            "--no-progress-bar",
+            skip_checks=True,
+        )
+
+        manifest = json.loads((target / "manifest.json").read_text())
+        records = {r["pk"]: r for r in manifest if r["model"] == "documents.document"}
+
+        for key in (
+            EXPORTER_FILE_NAME,
+            EXPORTER_THUMBNAIL_NAME,
+            EXPORTER_ARCHIVE_NAME,
+        ):
+            assert records[1][key] != records[2][key]
+
+        for pk in (1, 2):
+            record = records[pk]
+            for key, content in (
+                (EXPORTER_FILE_NAME, f"original {pk}"),
+                (EXPORTER_THUMBNAIL_NAME, f"thumbnail {pk}"),
+                (EXPORTER_ARCHIVE_NAME, f"archive {pk}"),
+            ):
+                assert len(Path(record[key]).name.encode()) <= 255
+                assert (target / record[key]).read_text() == content

uv.lock

@@ -1272,11 +1272,11 @@ wheels = [
 
 [[package]]
 name = "filelock"
-version = "3.32.6"
+version = "4.0.12"
 source = { registry = "https://pypi.org/simple" }
-sdist = { url = "https://files.pythonhosted.org/packages/38/46/126b1831dca12060d4a8296bf9c4fe5c93c4f22197fa239cb0cc82042bba/filelock-3.32.6.tar.gz", hash = "sha256:a3f55a18af3652a94d8f47d6055df434f254ca1d02ef2524850c6d249ca2512c", size = 225172, upload-time = "2026-09-08T22:57:11.528Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/53/e4/34efcb869715cf299e47d1ac7b2624d2bcb6f2d3dffc2f0abe8417f65ab2/filelock-4.0.12.tar.gz", hash = "sha256:cf42711a7ac791818b299fab0332a088c65aeeefa36290de98db92c434303b0c", size = 253880, upload-time = "2026-10-05T13:17:43.677Z" }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/cc/06/4f138f618dbea66803291274f228f01daf29f306fe8b96bc30dab765df75/filelock-3.32.6-py3-none-any.whl", hash = "sha256:3f16ecd0117feae0dfc147e8c62eb5daeccd8bd800378c3ddf416de9b4feb6b1", size = 100189, upload-time = "2026-09-08T22:57:10.182Z" },
+    { url = "https://files.pythonhosted.org/packages/da/a1/b047e1c486a2c66283633b7dbb73872ca16ca1ce6a426f70d4d037fc8e1c/filelock-4.0.12-py3-none-any.whl", hash = "sha256:5f17ee83ecee8a6f3e389c75822fb70a1c2f0506b99438a6dffa1d56793588c8", size = 111732, upload-time = "2026-10-05T13:17:42.361Z" },
 ]
 
 [[package]]
@@ -3184,7 +3184,7 @@ requires-dist = [
     { name = "drf-spectacular", specifier = "~=0.30" },
     { name = "drf-spectacular-sidecar", specifier = ">=2026.7.1,<2026.10" },
     { name = "drf-writable-nested", specifier = "~=0.7.1" },
-    { name = "filelock", specifier = "~=3.32.0" },
+    { name = "filelock", specifier = ">=3.32,<4.1" },
     { name = "flower", specifier = ">=2.0.1,<2.3" },
     { name = "gotenberg-client", extras = ["httpx"], specifier = "~=1.0" },
     { name = "granian", extras = ["uvloop"], marker = "extra == 'webserver'", specifier = ">=2.7,<2.9" },