Fix: copy only direct user grants in DocumentMetadataOverrides.from_document

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.

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/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):
     """