Fix: 3.1.0 llm suggestions simplify schema, fix docstrings (#13850)

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>

SECURITY.md

@@ -59,10 +59,13 @@ The following are not generally considered vulnerabilities unless accompanied by
 - large uploads or resource usage that do not bypass documented limits or privileges
 - IDOR / access control claims regarding the ability to attach an un-viewable object to a document. This is expected behavior.
 - claims based solely on the presence of a library, framework feature or code pattern without a working exploit
-- reports that rely on admin-level access, workflow-editing privileges, shell access, or other high-trust roles unless they demonstrate an unintended privilege boundary bypass
+- pickle deserialization of internal data from trusted components such as the Redis-compatible broker or Paperless-ngx data directory
+- users with permission to edit users granting themselves additional privileges; this is expected behavior for that trusted permission
+- reports that rely on admin-level access, application-configuration access, workflow-editing privileges, shell access, or other high-trust roles unless they demonstrate an unintended privilege boundary bypass
 - optional webhook, mail, AI, OCR, or integration behavior described without a product-level vulnerability
 - missing limits or hardening settings presented without concrete impact
 - generic AI or static-analysis output that is not confirmed against the current codebase and a real deployment scenario
+- metadata names visible in a document's custom storage path, even when the user cannot access the underlying metadata object; this is expected behavior
 - the ability to attach objects that a user cannot access to a document by ID is an intentional design choice, and not considered a vulnerability
 
 ## Transparency

docs/changelog.md

@@ -1,5 +1,220 @@
 # Changelog
 
+## paperless-ngx 3.1.0
+
+### Features / Enhancements
+
+- Enhancement: Apply AI suggestions workflow action [@shamoon](https://github.com/shamoon) ([#13639](https://github.com/paperless-ngx/paperless-ngx/pull/13639))
+- Enhancement: welcome widget visual tweaks [@shamoon](https://github.com/shamoon) ([#13794](https://github.com/paperless-ngx/paperless-ngx/pull/13794))
+- Enhancement: support using remote OCR engines selectively [@shamoon](https://github.com/shamoon) ([#13633](https://github.com/paperless-ngx/paperless-ngx/pull/13633))
+- Enhancement: websocket heartbeat [@oktupol](https://github.com/oktupol) ([#13739](https://github.com/paperless-ngx/paperless-ngx/pull/13739))
+- Enhancement: more v3 ui tweaks [@shamoon](https://github.com/shamoon) ([#13774](https://github.com/paperless-ngx/paperless-ngx/pull/13774))
+- Tweak: better support long list of views in documents list [@shamoon](https://github.com/shamoon) ([#13769](https://github.com/paperless-ngx/paperless-ngx/pull/13769))
+- QoL: add count badge to versions dropdown [@shamoon](https://github.com/shamoon) ([#13753](https://github.com/paperless-ngx/paperless-ngx/pull/13753))
+- Tweakhancement: add jitter to IMAP polling schedule [@shamoon](https://github.com/shamoon) ([#13734](https://github.com/paperless-ngx/paperless-ngx/pull/13734))
+- Enhancement: sync OIDC groups to superuser and staff roles [@BeSovereign](https://github.com/BeSovereign) ([#13060](https://github.com/paperless-ngx/paperless-ngx/pull/13060))
+- Enhancement: merge documents as versions [@shamoon](https://github.com/shamoon) ([#13515](https://github.com/paperless-ngx/paperless-ngx/pull/13515))
+- Tweak: adjust modal proportions for small screens [@shamoon](https://github.com/shamoon) ([#13728](https://github.com/paperless-ngx/paperless-ngx/pull/13728))
+- Refactor: render paperless\_ai prompts via Jinja2 templates instead of f-strings [@stumpylog](https://github.com/stumpylog) ([#13698](https://github.com/paperless-ngx/paperless-ngx/pull/13698))
+- Tweak: small visual tweaks / improvements \& fixes [@shamoon](https://github.com/shamoon) ([#13700](https://github.com/paperless-ngx/paperless-ngx/pull/13700))
+- Enhancement: prefer existing tags, types, correspondents, and storage paths in AI suggestions [@stumpylog](https://github.com/stumpylog) ([#13676](https://github.com/paperless-ngx/paperless-ngx/pull/13676))
+- Tweak: tweak permissions menu labels for shared user-dependent views [@shamoon](https://github.com/shamoon) ([#13685](https://github.com/paperless-ngx/paperless-ngx/pull/13685))
+- Feature: Allow selection of compression type and and level during export [@stumpylog](https://github.com/stumpylog) ([#13661](https://github.com/paperless-ngx/paperless-ngx/pull/13661))
+- Enhancement: customizable icons for saved views [@shamoon](https://github.com/shamoon) ([#13388](https://github.com/paperless-ngx/paperless-ngx/pull/13388))
+- Enhancement: Add --url argument to document\_fuzzy\_match to improve output [@lukyjay](https://github.com/lukyjay) ([#13123](https://github.com/paperless-ngx/paperless-ngx/pull/13123))
+- Feature: Updates remote OCR parser to respect the OCR mode setting [@stumpylog](https://github.com/stumpylog) ([#13408](https://github.com/paperless-ngx/paperless-ngx/pull/13408))
+- Tweak: improve no ML suggestions UX [@shamoon](https://github.com/shamoon) ([#13621](https://github.com/paperless-ngx/paperless-ngx/pull/13621))
+- Performance: reduce memory and I/O overhead of the document exporter during zip exports [@stumpylog](https://github.com/stumpylog) ([#13490](https://github.com/paperless-ngx/paperless-ngx/pull/13490))
+- QoL: make name button text on attribute pages selectable [@shamoon](https://github.com/shamoon) ([#13592](https://github.com/paperless-ngx/paperless-ngx/pull/13592))
+- Performance: More efficient mail fetching [@stumpylog](https://github.com/stumpylog) ([#13432](https://github.com/paperless-ngx/paperless-ngx/pull/13432))
+
+### Bug Fixes
+
+- Fix: prevent config autocomplete craziness [@shamoon](https://github.com/shamoon) ([#13808](https://github.com/paperless-ngx/paperless-ngx/pull/13808))
+- Fix/performance: prevent token reuse in dropdown filtering, also a perf thing [@shamoon](https://github.com/shamoon) ([#13804](https://github.com/paperless-ngx/paperless-ngx/pull/13804))
+- Fix: exclude version documents from bulk edit "all" [@shamoon](https://github.com/shamoon) ([#13791](https://github.com/paperless-ngx/paperless-ngx/pull/13791))
+- Fix: fix bottom mobile nav buttons on Android [@shamoon](https://github.com/shamoon) ([#13780](https://github.com/paperless-ngx/paperless-ngx/pull/13780))
+- Fix: lazy import guardian modules to fix search language setting [@shamoon](https://github.com/shamoon) ([#13768](https://github.com/paperless-ngx/paperless-ngx/pull/13768))
+- Fix: version indexing fixes [@shamoon](https://github.com/shamoon) ([#13737](https://github.com/paperless-ngx/paperless-ngx/pull/13737))
+- Fix: append charset to file response for text files [@shamoon](https://github.com/shamoon) ([#13759](https://github.com/paperless-ngx/paperless-ngx/pull/13759))
+- Chore: pin Apache Tika images to 3.3.1 [@shamoon](https://github.com/shamoon) ([#13758](https://github.com/paperless-ngx/paperless-ngx/pull/13758))
+- Fix: align bulk edit object perms with document model [@shamoon](https://github.com/shamoon) ([#13757](https://github.com/paperless-ngx/paperless-ngx/pull/13757))
+- Fix: use selected version for doc detail emailing [@shamoon](https://github.com/shamoon) ([#13738](https://github.com/paperless-ngx/paperless-ngx/pull/13738))
+- Fix: hide version delete button without global perms [@shamoon](https://github.com/shamoon) ([#13735](https://github.com/paperless-ngx/paperless-ngx/pull/13735))
+- Fix: dont re-render path template when checking collisions [@shamoon](https://github.com/shamoon) ([#13718](https://github.com/paperless-ngx/paperless-ngx/pull/13718))
+- Fix: DocumentClassifierSchema bounds [@shamoon](https://github.com/shamoon) ([#13707](https://github.com/paperless-ngx/paperless-ngx/pull/13707))
+- Fix: remove shadow around attribute pages [@shamoon](https://github.com/shamoon) ([#13696](https://github.com/paperless-ngx/paperless-ngx/pull/13696))
+- Zen: correct dropdown corner radius visual defect [@shamoon](https://github.com/shamoon) ([#13695](https://github.com/paperless-ngx/paperless-ngx/pull/13695))
+- Fix: handle Android keyboard popper overlay [@shamoon](https://github.com/shamoon) ([#13694](https://github.com/paperless-ngx/paperless-ngx/pull/13694))
+- Fix: only show create when there is text, hide set values if no fields in cf bulk edit dropdown [@shamoon](https://github.com/shamoon) ([#13688](https://github.com/paperless-ngx/paperless-ngx/pull/13688))
+- Fix: reopen a fresh Tantivy index per write to prevent orphaned segment files [@stumpylog](https://github.com/stumpylog) ([#13682](https://github.com/paperless-ngx/paperless-ngx/pull/13682))
+- Fix: fix validation of workflow title assignment [@maxtruxa](https://github.com/maxtruxa) ([#13659](https://github.com/paperless-ngx/paperless-ngx/pull/13659))
+- Fix: dont clip search dropdown on mobile [@shamoon](https://github.com/shamoon) ([#13675](https://github.com/paperless-ngx/paperless-ngx/pull/13675))
+- Fix: include sharelink bundle perms in WebUI [@shamoon](https://github.com/shamoon) ([#13664](https://github.com/paperless-ngx/paperless-ngx/pull/13664))
+- Fix: add pagination to saved views management page [@shamoon](https://github.com/shamoon) ([#13646](https://github.com/paperless-ngx/paperless-ngx/pull/13646))
+- Fix: fixes for workflow assign custom field values [@shamoon](https://github.com/shamoon) ([#13630](https://github.com/paperless-ngx/paperless-ngx/pull/13630))
+- Fix: deny deactivated users in permission filtering and auto-login [@stumpylog](https://github.com/stumpylog) ([#13623](https://github.com/paperless-ngx/paperless-ngx/pull/13623))
+- Fix: check bulk mail delete permissions for the whole batch up front [@stumpylog](https://github.com/stumpylog) ([#13620](https://github.com/paperless-ngx/paperless-ngx/pull/13620))
+- Fix: Allow DRF to validate the maximum API key length [@stumpylog](https://github.com/stumpylog) ([#13614](https://github.com/paperless-ngx/paperless-ngx/pull/13614))
+- Fix: render PDF form values in annotation layer [@shamoon](https://github.com/shamoon) ([#13607](https://github.com/paperless-ngx/paperless-ngx/pull/13607))
+- QoL: disable name button without perms [@shamoon](https://github.com/shamoon) ([#13606](https://github.com/paperless-ngx/paperless-ngx/pull/13606))
+- Fix: prevent debounce overwrites in advanced search field, also improve Esc behavior [@shamoon](https://github.com/shamoon) ([#13602](https://github.com/paperless-ngx/paperless-ngx/pull/13602))
+- Fix: raise ParseError on remote OCR failure instead of silently continuing [@stumpylog](https://github.com/stumpylog) ([#13574](https://github.com/paperless-ngx/paperless-ngx/pull/13574))
+- Fix: use selected version when creating share links [@shamoon](https://github.com/shamoon) ([#13571](https://github.com/paperless-ngx/paperless-ngx/pull/13571))
+- Fix: reject bulk edit permissions requests without the correct key [@shamoon](https://github.com/shamoon) ([#13563](https://github.com/paperless-ngx/paperless-ngx/pull/13563))
+- Fix: correctly serve app logo specified in env [@shamoon](https://github.com/shamoon) ([#13561](https://github.com/paperless-ngx/paperless-ngx/pull/13561))
+- Fix: prevent workflow passwords field type error [@shamoon](https://github.com/shamoon) ([#13552](https://github.com/paperless-ngx/paperless-ngx/pull/13552))
+- Fix: correct Firefox print regression [@shamoon](https://github.com/shamoon) ([#13543](https://github.com/paperless-ngx/paperless-ngx/pull/13543))
+- Fix: hide some saved view operations on management page without permissions [@shamoon](https://github.com/shamoon) ([#13542](https://github.com/paperless-ngx/paperless-ngx/pull/13542))
+- Fix: disable pdfjs selection rendering [@shamoon](https://github.com/shamoon) ([#13538](https://github.com/paperless-ngx/paperless-ngx/pull/13538))
+- Fix: hide sidebar drag grips with insufficient permissions [@shamoon](https://github.com/shamoon) ([#13536](https://github.com/paperless-ngx/paperless-ngx/pull/13536))
+- Fix: don't re-queue a consume-folder file that is already queued and awaiting consumption [@stumpylog](https://github.com/stumpylog) ([#13526](https://github.com/paperless-ngx/paperless-ngx/pull/13526))
+- Fix: correct multi-search non-adjacent queries [@shamoon](https://github.com/shamoon) ([#13504](https://github.com/paperless-ngx/paperless-ngx/pull/13504))
+- Fix: Content-Disposition filename normalization [@shamoon](https://github.com/shamoon) ([#13514](https://github.com/paperless-ngx/paperless-ngx/pull/13514))
+- Fix: prevent duplicated text query with multiple date queries [@shamoon](https://github.com/shamoon) ([#13522](https://github.com/paperless-ngx/paperless-ngx/pull/13522))
+- Fix: crash filtering document link custom fields with an unset or unrelated field present [@ggouzi](https://github.com/ggouzi) ([#13518](https://github.com/paperless-ngx/paperless-ngx/pull/13518))
+- Fix: parse unpadded yyyy-mm-dd date input regardless of locale [@Se1foo](https://github.com/Se1foo) ([#13501](https://github.com/paperless-ngx/paperless-ngx/pull/13501))
+
+### Documentation
+
+- Documentation: clarify default OCR mode changes in v3 [@shamoon](https://github.com/shamoon) ([#13666](https://github.com/paperless-ngx/paperless-ngx/pull/13666))
+- Fix: fixes for workflow assign custom field values [@shamoon](https://github.com/shamoon) ([#13630](https://github.com/paperless-ngx/paperless-ngx/pull/13630))
+- Documentation: add wiki links for AI stuff and parser plugins [@shamoon](https://github.com/shamoon) ([#13626](https://github.com/paperless-ngx/paperless-ngx/pull/13626))
+
+### Maintenance
+
+- Chore(deps): Bump the actions group across 1 directory with 20 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13481](https://github.com/paperless-ngx/paperless-ngx/pull/13481))
+
+### Dependencies
+
+<details>
+<summary>23 changes</summary>
+
+- Chore: Upgrade Docker image to Python 3.14 [@stumpylog](https://github.com/stumpylog) ([#13721](https://github.com/paperless-ngx/paperless-ngx/pull/13721))
+- Chore(deps): Bump the uv group across 1 directory with 2 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13709](https://github.com/paperless-ngx/paperless-ngx/pull/13709))
+- Chore: update, reorg some npm deps [@shamoon](https://github.com/shamoon) ([#13716](https://github.com/paperless-ngx/paperless-ngx/pull/13716))
+- Chore: update fpdf2 to 2.8.8 [@shamoon](https://github.com/shamoon) ([#13629](https://github.com/paperless-ngx/paperless-ngx/pull/13629))
+- Chore: update pnpm, add blockExoticSubdeps [@shamoon](https://github.com/shamoon) ([#13628](https://github.com/paperless-ngx/paperless-ngx/pull/13628))
+- Chore(deps): Bump h2 from 4.3.0 to 4.4.1 in the uv group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13593](https://github.com/paperless-ngx/paperless-ngx/pull/13593))
+- Chore(deps): Bump pdfjs-dist from 6.1.200 to 6.2.108 in /src-ui in the npm\_and\_yarn group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13594](https://github.com/paperless-ngx/paperless-ngx/pull/13594))
+- Chore(deps): Bump cryptography from 48.0.1 to 50.0.0 in the uv group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13588](https://github.com/paperless-ngx/paperless-ngx/pull/13588))
+- Chore(deps): Bump the utilities-patch group across 1 directory with 6 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13539](https://github.com/paperless-ngx/paperless-ngx/pull/13539))
+- Chore(deps): Bump the utilities-minor group across 1 directory with 20 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13535](https://github.com/paperless-ngx/paperless-ngx/pull/13535))
+- Chore(deps): Bump aiohttp from 3.14.1 to 3.14.3 in the uv group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13537](https://github.com/paperless-ngx/paperless-ngx/pull/13537))
+- Chore(deps-dev): Bump zensical from 0.0.47 to 0.0.51 in the development group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13533](https://github.com/paperless-ngx/paperless-ngx/pull/13533))
+- Chore(deps-dev): Bump postcss from 8.5.22 to 8.5.25 in /src/paperless\_mail/templates in the npm\_and\_yarn group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13534](https://github.com/paperless-ngx/paperless-ngx/pull/13534))
+- Chore(deps): Bump the pre-commit-dependencies group across 1 directory with 4 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13532](https://github.com/paperless-ngx/paperless-ngx/pull/13532))
+- Chore: ruff 0.16 upgrade [@stumpylog](https://github.com/stumpylog) ([#13531](https://github.com/paperless-ngx/paperless-ngx/pull/13531))
+- Chore(deps): Bump the actions group across 1 directory with 20 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13481](https://github.com/paperless-ngx/paperless-ngx/pull/13481))
+- docker(deps): bump astral-sh/uv from 0.11.28-python3.12-trixie-slim to 0.11.32-python3.12-trixie-slim @[dependabot[bot]](https://github.com/apps/dependabot) ([#13472](https://github.com/paperless-ngx/paperless-ngx/pull/13472))
+- docker-compose(deps): bump nginx from 1.31.2-alpine to 1.31.3-alpine in /docker/compose @[dependabot[bot]](https://github.com/apps/dependabot) ([#13470](https://github.com/paperless-ngx/paperless-ngx/pull/13470))
+- docker-compose(deps): Bump greenmail/standalone from 2.1.9 to 2.1.11 in /docker/compose @[dependabot[bot]](https://github.com/apps/dependabot) ([#13469](https://github.com/paperless-ngx/paperless-ngx/pull/13469))
+- Chore(deps): Bump the frontend-angular-dependencies group across 1 directory with 18 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13476](https://github.com/paperless-ngx/paperless-ngx/pull/13476))
+- Chore(deps-dev): Bump @playwright/test from 1.61.1 to 1.62.0 in /src-ui @[dependabot[bot]](https://github.com/apps/dependabot) ([#13480](https://github.com/paperless-ngx/paperless-ngx/pull/13480))
+- Chore(deps-dev): Bump the frontend-eslint-dependencies group across 1 directory with 4 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13477](https://github.com/paperless-ngx/paperless-ngx/pull/13477))
+- Chore(deps-dev): Bump @types/node from 26.1.0 to 26.1.1 in /src-ui @[dependabot[bot]](https://github.com/apps/dependabot) ([#13479](https://github.com/paperless-ngx/paperless-ngx/pull/13479))
+
+</details>
+
+### All App Changes
+
+<details>
+<summary>91 changes</summary>
+
+- Fix: prevent config autocomplete craziness [@shamoon](https://github.com/shamoon) ([#13808](https://github.com/paperless-ngx/paperless-ngx/pull/13808))
+- Fix/performance: prevent token reuse in dropdown filtering, also a perf thing [@shamoon](https://github.com/shamoon) ([#13804](https://github.com/paperless-ngx/paperless-ngx/pull/13804))
+- Enhancement: Apply AI suggestions workflow action [@shamoon](https://github.com/shamoon) ([#13639](https://github.com/paperless-ngx/paperless-ngx/pull/13639))
+- Fix: exclude version documents from bulk edit "all" [@shamoon](https://github.com/shamoon) ([#13791](https://github.com/paperless-ngx/paperless-ngx/pull/13791))
+- Enhancement: welcome widget visual tweaks [@shamoon](https://github.com/shamoon) ([#13794](https://github.com/paperless-ngx/paperless-ngx/pull/13794))
+- Performance: fetch note authors with prefetch instead of one query each [@shamoon](https://github.com/shamoon) ([#13790](https://github.com/paperless-ngx/paperless-ngx/pull/13790))
+- Tweak: more misc UI tweaks [@shamoon](https://github.com/shamoon) ([#13783](https://github.com/paperless-ngx/paperless-ngx/pull/13783))
+- Enhancement: support using remote OCR engines selectively [@shamoon](https://github.com/shamoon) ([#13633](https://github.com/paperless-ngx/paperless-ngx/pull/13633))
+- Fix: fix bottom mobile nav buttons on Android [@shamoon](https://github.com/shamoon) ([#13780](https://github.com/paperless-ngx/paperless-ngx/pull/13780))
+- Enhancement: websocket heartbeat [@oktupol](https://github.com/oktupol) ([#13739](https://github.com/paperless-ngx/paperless-ngx/pull/13739))
+- Fix: lazy import guardian modules to fix search language setting [@shamoon](https://github.com/shamoon) ([#13768](https://github.com/paperless-ngx/paperless-ngx/pull/13768))
+- Enhancement: more v3 ui tweaks [@shamoon](https://github.com/shamoon) ([#13774](https://github.com/paperless-ngx/paperless-ngx/pull/13774))
+- Chore: add some missing UI accessibility labels [@shamoon](https://github.com/shamoon) ([#13772](https://github.com/paperless-ngx/paperless-ngx/pull/13772))
+- Chore: refactor permission checkbox live changes [@shamoon](https://github.com/shamoon) ([#13771](https://github.com/paperless-ngx/paperless-ngx/pull/13771))
+- Tweak: better support long list of views in documents list [@shamoon](https://github.com/shamoon) ([#13769](https://github.com/paperless-ngx/paperless-ngx/pull/13769))
+- Fix: version indexing fixes [@shamoon](https://github.com/shamoon) ([#13737](https://github.com/paperless-ngx/paperless-ngx/pull/13737))
+- Fix: append charset to file response for text files [@shamoon](https://github.com/shamoon) ([#13759](https://github.com/paperless-ngx/paperless-ngx/pull/13759))
+- Fix: align bulk edit object perms with document model [@shamoon](https://github.com/shamoon) ([#13757](https://github.com/paperless-ngx/paperless-ngx/pull/13757))
+- QoL: add count badge to versions dropdown [@shamoon](https://github.com/shamoon) ([#13753](https://github.com/paperless-ngx/paperless-ngx/pull/13753))
+- Tweakhancement: add jitter to IMAP polling schedule [@shamoon](https://github.com/shamoon) ([#13734](https://github.com/paperless-ngx/paperless-ngx/pull/13734))
+- Fix: use selected version for doc detail emailing [@shamoon](https://github.com/shamoon) ([#13738](https://github.com/paperless-ngx/paperless-ngx/pull/13738))
+- Fix: hide version delete button without global perms [@shamoon](https://github.com/shamoon) ([#13735](https://github.com/paperless-ngx/paperless-ngx/pull/13735))
+- Enhancement: sync OIDC groups to superuser and staff roles [@BeSovereign](https://github.com/BeSovereign) ([#13060](https://github.com/paperless-ngx/paperless-ngx/pull/13060))
+- Enhancement: merge documents as versions [@shamoon](https://github.com/shamoon) ([#13515](https://github.com/paperless-ngx/paperless-ngx/pull/13515))
+- Tweak: adjust modal proportions for small screens [@shamoon](https://github.com/shamoon) ([#13728](https://github.com/paperless-ngx/paperless-ngx/pull/13728))
+- Refactor: render paperless\_ai prompts via Jinja2 templates instead of f-strings [@stumpylog](https://github.com/stumpylog) ([#13698](https://github.com/paperless-ngx/paperless-ngx/pull/13698))
+- Chore(deps): Bump the uv group across 1 directory with 2 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13709](https://github.com/paperless-ngx/paperless-ngx/pull/13709))
+- Fix: dont re-render path template when checking collisions [@shamoon](https://github.com/shamoon) ([#13718](https://github.com/paperless-ngx/paperless-ngx/pull/13718))
+- Chore: update, reorg some npm deps [@shamoon](https://github.com/shamoon) ([#13716](https://github.com/paperless-ngx/paperless-ngx/pull/13716))
+- Fix: DocumentClassifierSchema bounds [@shamoon](https://github.com/shamoon) ([#13707](https://github.com/paperless-ngx/paperless-ngx/pull/13707))
+- Tweak: small visual tweaks / improvements \& fixes [@shamoon](https://github.com/shamoon) ([#13700](https://github.com/paperless-ngx/paperless-ngx/pull/13700))
+- Fix: remove shadow around attribute pages [@shamoon](https://github.com/shamoon) ([#13696](https://github.com/paperless-ngx/paperless-ngx/pull/13696))
+- Zen: correct dropdown corner radius visual defect [@shamoon](https://github.com/shamoon) ([#13695](https://github.com/paperless-ngx/paperless-ngx/pull/13695))
+- Fix: handle Android keyboard popper overlay [@shamoon](https://github.com/shamoon) ([#13694](https://github.com/paperless-ngx/paperless-ngx/pull/13694))
+- Enhancement: prefer existing tags, types, correspondents, and storage paths in AI suggestions [@stumpylog](https://github.com/stumpylog) ([#13676](https://github.com/paperless-ngx/paperless-ngx/pull/13676))
+- Fix: only show create when there is text, hide set values if no fields in cf bulk edit dropdown [@shamoon](https://github.com/shamoon) ([#13688](https://github.com/paperless-ngx/paperless-ngx/pull/13688))
+- Fix: reopen a fresh Tantivy index per write to prevent orphaned segment files [@stumpylog](https://github.com/stumpylog) ([#13682](https://github.com/paperless-ngx/paperless-ngx/pull/13682))
+- Tweak: tweak permissions menu labels for shared user-dependent views [@shamoon](https://github.com/shamoon) ([#13685](https://github.com/paperless-ngx/paperless-ngx/pull/13685))
+- Fix: fix validation of workflow title assignment [@maxtruxa](https://github.com/maxtruxa) ([#13659](https://github.com/paperless-ngx/paperless-ngx/pull/13659))
+- Feature: Allow selection of compression type and and level during export [@stumpylog](https://github.com/stumpylog) ([#13661](https://github.com/paperless-ngx/paperless-ngx/pull/13661))
+- Fix: dont clip search dropdown on mobile [@shamoon](https://github.com/shamoon) ([#13675](https://github.com/paperless-ngx/paperless-ngx/pull/13675))
+- Fix: include sharelink bundle perms in WebUI [@shamoon](https://github.com/shamoon) ([#13664](https://github.com/paperless-ngx/paperless-ngx/pull/13664))
+- Enhancement: customizable icons for saved views [@shamoon](https://github.com/shamoon) ([#13388](https://github.com/paperless-ngx/paperless-ngx/pull/13388))
+- Enhancement: Add --url argument to document\_fuzzy\_match to improve output [@lukyjay](https://github.com/lukyjay) ([#13123](https://github.com/paperless-ngx/paperless-ngx/pull/13123))
+- Feature: Updates remote OCR parser to respect the OCR mode setting [@stumpylog](https://github.com/stumpylog) ([#13408](https://github.com/paperless-ngx/paperless-ngx/pull/13408))
+- Performance: pass document chat queries as a QuerySet instead of a materialized.list [@stumpylog](https://github.com/stumpylog) ([#13638](https://github.com/paperless-ngx/paperless-ngx/pull/13638))
+- Fix: add pagination to saved views management page [@shamoon](https://github.com/shamoon) ([#13646](https://github.com/paperless-ngx/paperless-ngx/pull/13646))
+- Fix: fixes for workflow assign custom field values [@shamoon](https://github.com/shamoon) ([#13630](https://github.com/paperless-ngx/paperless-ngx/pull/13630))
+- Fix: deny deactivated users in permission filtering and auto-login [@stumpylog](https://github.com/stumpylog) ([#13623](https://github.com/paperless-ngx/paperless-ngx/pull/13623))
+- Chore: update fpdf2 to 2.8.8 [@shamoon](https://github.com/shamoon) ([#13629](https://github.com/paperless-ngx/paperless-ngx/pull/13629))
+- Chore: update pnpm, add blockExoticSubdeps [@shamoon](https://github.com/shamoon) ([#13628](https://github.com/paperless-ngx/paperless-ngx/pull/13628))
+- Fix: check bulk mail delete permissions for the whole batch up front [@stumpylog](https://github.com/stumpylog) ([#13620](https://github.com/paperless-ngx/paperless-ngx/pull/13620))
+- Tweak: improve no ML suggestions UX [@shamoon](https://github.com/shamoon) ([#13621](https://github.com/paperless-ngx/paperless-ngx/pull/13621))
+- Fix: Allow DRF to validate the maximum API key length [@stumpylog](https://github.com/stumpylog) ([#13614](https://github.com/paperless-ngx/paperless-ngx/pull/13614))
+- Performance: unify permission-filtering backends, fixes Correspondent/Tag list slowness [@stumpylog](https://github.com/stumpylog) ([#13601](https://github.com/paperless-ngx/paperless-ngx/pull/13601))
+- Performance: generalize permitted\_document\_ids into permitted\_object\_ids for any model [@stumpylog](https://github.com/stumpylog) ([#13578](https://github.com/paperless-ngx/paperless-ngx/pull/13578))
+- Fix: render PDF form values in annotation layer [@shamoon](https://github.com/shamoon) ([#13607](https://github.com/paperless-ngx/paperless-ngx/pull/13607))
+- QoL: disable name button without perms [@shamoon](https://github.com/shamoon) ([#13606](https://github.com/paperless-ngx/paperless-ngx/pull/13606))
+- Fix: prevent debounce overwrites in advanced search field, also improve Esc behavior [@shamoon](https://github.com/shamoon) ([#13602](https://github.com/paperless-ngx/paperless-ngx/pull/13602))
+- Performance: reduce memory and I/O overhead of the document exporter during zip exports [@stumpylog](https://github.com/stumpylog) ([#13490](https://github.com/paperless-ngx/paperless-ngx/pull/13490))
+- Chore(deps): Bump h2 from 4.3.0 to 4.4.1 in the uv group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13593](https://github.com/paperless-ngx/paperless-ngx/pull/13593))
+- Chore(deps): Bump pdfjs-dist from 6.1.200 to 6.2.108 in /src-ui in the npm\_and\_yarn group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13594](https://github.com/paperless-ngx/paperless-ngx/pull/13594))
+- QoL: make name button text on attribute pages selectable [@shamoon](https://github.com/shamoon) ([#13592](https://github.com/paperless-ngx/paperless-ngx/pull/13592))
+- Fix: raise ParseError on remote OCR failure instead of silently continuing [@stumpylog](https://github.com/stumpylog) ([#13574](https://github.com/paperless-ngx/paperless-ngx/pull/13574))
+- Fix: use selected version when creating share links [@shamoon](https://github.com/shamoon) ([#13571](https://github.com/paperless-ngx/paperless-ngx/pull/13571))
+- Chore: specify AI chat refine template [@shamoon](https://github.com/shamoon) ([#13564](https://github.com/paperless-ngx/paperless-ngx/pull/13564))
+- Fix: reject bulk edit permissions requests without the correct key [@shamoon](https://github.com/shamoon) ([#13563](https://github.com/paperless-ngx/paperless-ngx/pull/13563))
+- Fix: correctly serve app logo specified in env [@shamoon](https://github.com/shamoon) ([#13561](https://github.com/paperless-ngx/paperless-ngx/pull/13561))
+- Fix: prevent workflow passwords field type error [@shamoon](https://github.com/shamoon) ([#13552](https://github.com/paperless-ngx/paperless-ngx/pull/13552))
+- Chore(deps): Bump the utilities-patch group across 1 directory with 6 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13539](https://github.com/paperless-ngx/paperless-ngx/pull/13539))
+- Chore(deps): Bump the utilities-minor group across 1 directory with 20 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13535](https://github.com/paperless-ngx/paperless-ngx/pull/13535))
+- Performance: More efficient mail fetching [@stumpylog](https://github.com/stumpylog) ([#13432](https://github.com/paperless-ngx/paperless-ngx/pull/13432))
+- Performance: eliminate per-document guardian permission-check causing high CPU on document lists [@stumpylog](https://github.com/stumpylog) ([#13505](https://github.com/paperless-ngx/paperless-ngx/pull/13505))
+- Fix: correct Firefox print regression [@shamoon](https://github.com/shamoon) ([#13543](https://github.com/paperless-ngx/paperless-ngx/pull/13543))
+- Fix: hide some saved view operations on management page without permissions [@shamoon](https://github.com/shamoon) ([#13542](https://github.com/paperless-ngx/paperless-ngx/pull/13542))
+- Chore(deps): Bump aiohttp from 3.14.1 to 3.14.3 in the uv group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13537](https://github.com/paperless-ngx/paperless-ngx/pull/13537))
+- Chore(deps-dev): Bump zensical from 0.0.47 to 0.0.51 in the development group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13533](https://github.com/paperless-ngx/paperless-ngx/pull/13533))
+- Fix: disable pdfjs selection rendering [@shamoon](https://github.com/shamoon) ([#13538](https://github.com/paperless-ngx/paperless-ngx/pull/13538))
+- Fix: hide sidebar drag grips with insufficient permissions [@shamoon](https://github.com/shamoon) ([#13536](https://github.com/paperless-ngx/paperless-ngx/pull/13536))
+- Chore(deps-dev): Bump postcss from 8.5.22 to 8.5.25 in /src/paperless\_mail/templates in the npm\_and\_yarn group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13534](https://github.com/paperless-ngx/paperless-ngx/pull/13534))
+- Chore: ruff 0.16 upgrade [@stumpylog](https://github.com/stumpylog) ([#13531](https://github.com/paperless-ngx/paperless-ngx/pull/13531))
+- Fix: don't re-queue a consume-folder file that is already queued and awaiting consumption [@stumpylog](https://github.com/stumpylog) ([#13526](https://github.com/paperless-ngx/paperless-ngx/pull/13526))
+- Fix: correct multi-search non-adjacent queries [@shamoon](https://github.com/shamoon) ([#13504](https://github.com/paperless-ngx/paperless-ngx/pull/13504))
+- Fix: Content-Disposition filename normalization [@shamoon](https://github.com/shamoon) ([#13514](https://github.com/paperless-ngx/paperless-ngx/pull/13514))
+- Fix: prevent duplicated text query with multiple date queries [@shamoon](https://github.com/shamoon) ([#13522](https://github.com/paperless-ngx/paperless-ngx/pull/13522))
+- Fix: crash filtering document link custom fields with an unset or unrelated field present [@ggouzi](https://github.com/ggouzi) ([#13518](https://github.com/paperless-ngx/paperless-ngx/pull/13518))
+- Fix: parse unpadded yyyy-mm-dd date input regardless of locale [@Se1foo](https://github.com/Se1foo) ([#13501](https://github.com/paperless-ngx/paperless-ngx/pull/13501))
+- Chore(deps): Bump the frontend-angular-dependencies group across 1 directory with 18 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13476](https://github.com/paperless-ngx/paperless-ngx/pull/13476))
+- Chore(deps-dev): Bump @playwright/test from 1.61.1 to 1.62.0 in /src-ui @[dependabot[bot]](https://github.com/apps/dependabot) ([#13480](https://github.com/paperless-ngx/paperless-ngx/pull/13480))
+- Chore(deps-dev): Bump the frontend-eslint-dependencies group across 1 directory with 4 updates @[dependabot[bot]](https://github.com/apps/dependabot) ([#13477](https://github.com/paperless-ngx/paperless-ngx/pull/13477))
+- Chore(deps-dev): Bump @types/node from 26.1.0 to 26.1.1 in /src-ui @[dependabot[bot]](https://github.com/apps/dependabot) ([#13479](https://github.com/paperless-ngx/paperless-ngx/pull/13479))
+
+</details>
+
 ## paperless-ngx 3.0.5
 
 ### Bug Fixes

docs/configuration.md

@@ -8,6 +8,12 @@ common [OCR](#ocr) related settings and some frontend settings. If set, these wi
 preference over the settings via environment variables. If not set, the environment setting
 or applicable default will be utilized instead.
 
+!!! warning
+
+    Changing configuration from the UI requires the `AppConfig` permission, which applies
+    instance-wide and should be treated as an admin-level permission. See
+    [global permissions](usage.md#global-permissions).
+
 - If you run paperless on docker, `paperless.conf` is not used.
   Rather, configure paperless by copying necessary options to
   `docker-compose.env`.
@@ -1125,6 +1131,10 @@ they use underscores instead of dashes.
         so specifying invalid options may prevent paperless from consuming
         any documents.  Use with caution!
 
+        These arguments are passed directly to OCRmyPDF, so this setting should only
+        be changed by trusted users. This applies to the `AppConfig` permission as well,
+        which allows setting these arguments from the UI.
+
     Specify arguments as a JSON dictionary. Keep note of lower case
     booleans and double quoted parameter names and strings. Examples:
 

docs/usage.md

@@ -427,27 +427,27 @@ Global permissions define what areas of the app and API endpoints users can acce
 determine if a user can create, edit, delete or view _any_ documents, but individual documents themselves
 still have "object-level" permissions.
 
-| Type             | Details                                                                                                                                                                                                                         |
+| Type             | Details                                                                                                                                                                                                                                                                                              |
-| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| ---------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
-| AppConfig        | _Change_ or higher permissions grants access to the "Application Configuration" area.                                                                                                                                           |
+| AppConfig        | _Change_ or higher permissions grants access to the "Application Configuration" area.<br/>:warning: **This is a trusted, admin-level permission.** Application configuration applies instance-wide and some settings, such as OCR arguments, are passed directly to the underlying processing tools. |
-| Correspondent    | Add, edit, delete or view Correspondents.                                                                                                                                                                                       |
+| Correspondent    | Add, edit, delete or view Correspondents.                                                                                                                                                                                                                                                            |
-| CustomField      | Add, edit, delete or view Custom Fields.                                                                                                                                                                                        |
+| CustomField      | Add, edit, delete or view Custom Fields.                                                                                                                                                                                                                                                             |
-| Document         | Add, edit, delete or view Documents.                                                                                                                                                                                            |
+| Document         | Add, edit, delete or view Documents.                                                                                                                                                                                                                                                                 |
-| DocumentType     | Add, edit, delete or view Document Types.                                                                                                                                                                                       |
+| DocumentType     | Add, edit, delete or view Document Types.                                                                                                                                                                                                                                                            |
-| Group            | Add, edit, delete or view Groups.                                                                                                                                                                                               |
+| Group            | Add, edit, delete or view Groups.                                                                                                                                                                                                                                                                    |
-| GlobalStatistics | View aggregate object counts and statistics. This does not grant access to view individual documents.                                                                                                                           |
+| GlobalStatistics | View aggregate object counts and statistics. This does not grant access to view individual documents.                                                                                                                                                                                                |
-| MailAccount      | Add, edit, delete or view Mail Accounts.                                                                                                                                                                                        |
+| MailAccount      | Add, edit, delete or view Mail Accounts.                                                                                                                                                                                                                                                             |
-| MailRule         | Add, edit, delete or view Mail Rules.                                                                                                                                                                                           |
+| MailRule         | Add, edit, delete or view Mail Rules.                                                                                                                                                                                                                                                                |
-| Note             | Add, edit, delete or view Notes.                                                                                                                                                                                                |
+| Note             | Add, edit, delete or view Notes.                                                                                                                                                                                                                                                                     |
-| PaperlessTask    | View or dismiss (_Change_) File Tasks.                                                                                                                                                                                          |
+| PaperlessTask    | View or dismiss (_Change_) File Tasks.                                                                                                                                                                                                                                                               |
-| SavedView        | Add, edit, delete or view Saved Views.                                                                                                                                                                                          |
+| SavedView        | Add, edit, delete or view Saved Views.                                                                                                                                                                                                                                                               |
-| ShareLink        | Add, delete or view Share Links.                                                                                                                                                                                                |
+| ShareLink        | Add, delete or view Share Links.                                                                                                                                                                                                                                                                     |
-| StoragePath      | Add, edit, delete or view Storage Paths.                                                                                                                                                                                        |
+| StoragePath      | Add, edit, delete or view Storage Paths.                                                                                                                                                                                                                                                             |
-| SystemMonitoring | View the system status dialog, tasks summary and their API endpoints. Admin users also retain system status access.                                                                                                             |
+| SystemMonitoring | View the system status dialog, tasks summary and their API endpoints. Admin users also retain system status access.                                                                                                                                                                                  |
-| Tag              | Add, edit, delete or view Tags.                                                                                                                                                                                                 |
+| Tag              | Add, edit, delete or view Tags.                                                                                                                                                                                                                                                                      |
-| UISettings       | Add, edit, delete or view the UI settings that are used by the web app.<br/>:warning: **Users that will access the web UI must be granted at least _View_ permissions.**                                                        |
+| UISettings       | Add, edit, delete or view the UI settings that are used by the web app.<br/>:warning: **Users that will access the web UI must be granted at least _View_ permissions.**                                                                                                                             |
-| User             | Add, edit, delete or view other user accounts via Settings > Users & Groups and `/api/users/`. These permissions are not needed for users to edit their own profile via "My Profile" or `/api/profile/`.                        |
+| User             | Add, edit, delete or view other user accounts via Settings > Users & Groups and `/api/users/`. These permissions are not needed for users to edit their own profile via "My Profile" or `/api/profile/`.                                                                                             |
-| Workflow         | Add, edit, delete or view Workflows.<br/>Note that Workflows are global; all users who can access workflows see the same set. Workflows have other permission implications — see [Workflow permissions](#workflow-permissions). |
+| Workflow         | Add, edit, delete or view Workflows.<br/>Note that Workflows are global; all users who can access workflows see the same set. Workflows have other permission implications — see [Workflow permissions](#workflow-permissions).                                                                      |
 
 #### Detailed Explanation of Object Permissions {#object-permissions}
 
@@ -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/).

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "paperless-ngx"
-version = "3.0.5"
+version = "3.1.0"
 description = "A community-supported supercharged document management system: scan, index and archive all your physical documents"
 readme = "README.md"
 requires-python = ">=3.11"

src-ui/package.json

@@ -1,6 +1,6 @@
 {
   "name": "paperless-ngx-ui",
-  "version": "3.0.5",
+  "version": "3.1.0",
   "scripts": {
     "preinstall": "npx only-allow pnpm",
     "ng": "ng",

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

@@ -6,7 +6,7 @@
     infoLink="configuration">
 </pngx-page-header>
 
-<form [formGroup]="configForm" (ngSubmit)="saveConfig()" class="pb-4">
+<form [formGroup]="configForm" (ngSubmit)="saveConfig()" class="pb-4" autocomplete="off">
 
     <ul ngbNav #nav="ngbNav" class="nav-tabs">
         @for (category of optionCategories; track category) {
@@ -44,7 +44,7 @@
                                                         @case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
                                                         @case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
                                                         @case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
-                                                        @case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
+                                                        @case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]" autocomplete="new-password"></pngx-input-password> }
                                                     }
                                                 </div>
                                                 @if (option.note) {

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

@@ -4,31 +4,29 @@
     (click)="closeMobileSearch(); toggleMenuCollapsed()">
     <i-bs width="1.5em" height="1.5em" name="list"></i-bs>
   </button>
-  <a class="navbar-brand d-flex align-items-center me-0 ps-md-3 py-0 order-sm-0"
+  <div class="navbar-brand-container order-sm-0">
+    <a class="navbar-brand d-flex align-items-center me-0 ps-md-3 py-0"
     [ngClass]="{ 'slim': slimSidebarEnabled, '' : !slimSidebarEnabled }"
     routerLink="/dashboard"
     tourAnchor="tour.intro">
-    @if (!hasCustomBranding) {
+      @if (!hasCustomBranding) {
-      <pngx-logo extra_classes="navbar-official-logo px-1" height="2.4rem"></pngx-logo>
+        <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">
+        <pngx-brand-mark class="brand-mark brand-mark-slim d-none"></pngx-brand-mark>
-        <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>
-    } @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">
+        @if (customAppLogo) {
-          <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"/>
+          <img class="brand-logo" [src]="customAppLogo" alt="" />
-        </svg>
+        } @else {
-      }
+          <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>
-        @if (customAppTitle) {
-          <span class="byline text-uppercase font-monospace" i18n>by Paperless-ngx</span>
         }
-      </div>
+        <div class="brand-copy ms-2 text-truncate" [class.d-md-none]="slimSidebarEnabled">
-    }
+          <span class="brand-title text-truncate">{{ appTitle }}</span>
-  </a>
+          @if (customAppTitle) {
+            <span class="byline text-uppercase font-monospace" i18n>by Paperless-ngx</span>
+          }
+        </div>
+      }
+    </a>
+  </div>
   <div class="search-container flex-grow-1 py-2 pb-3 pb-sm-2 me-sm-auto order-3 order-sm-1"
     [class.mobile-hidden]="mobileSearchHidden()">
     <div class="col-12 header-search mx-auto">
@@ -41,7 +39,7 @@
     }
     <pngx-toasts-dropdown></pngx-toasts-dropdown>
     <li ngbDropdown class="nav-item dropdown">
-      <button class="btn navbar-action border-0" id="userDropdown" ngbDropdownToggle aria-label="User menu" i18n-aria-label>
+      <button class="btn navbar-action border-0 me-1 me-md-2" id="userDropdown" ngbDropdownToggle aria-label="User menu" i18n-aria-label>
         <i-bs width="1.3em" height="1.3em" name="person-circle"></i-bs>
         <span class="small ms-2 d-none d-sm-inline">
           {{this.settingsService.displayName}}

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

@@ -109,6 +109,16 @@ main {
 }
 
 @media(min-width: 768px) {
+  // hide scrollbars on browsers that take up layout width
+  // :host-context since <html> is outside the component
+  :host-context(.pngx-classic-scrollbars) .sidebar.slim {
+    scrollbar-width: none;
+
+    &::-webkit-scrollbar {
+      display: none;
+    }
+  }
+
   .sidebar.slim {
     max-width: 55px;
 
@@ -125,6 +135,19 @@ main {
     .sidebar-heading span {
       display: none;
     }
+
+    .nav-link,
+    .nav-anchor {
+      display: flex;
+      align-items: center;
+      justify-content: center;
+      padding-left: 0;
+      padding-right: 0;
+
+      i-bs {
+        margin-right: 0 !important;
+      }
+    }
   }
 
   .sidebar.slim:not(.animating) ~ main.col-slim {
@@ -362,6 +385,7 @@ main {
   }
 
   ::ng-deep .navbar-official-logo {
+    will-change: filter; // Safari repaints the whole navbar on filter change without this
     filter: drop-shadow(0 1px 2px rgba(var(--pngx-navbar-brand-shadow-rgb), .3));
     transition: filter .15s ease-in-out;
 
@@ -417,7 +441,7 @@ main {
 
 :host ::ng-deep .navbar-official-logo {
   .leaf {
-    fill: color-mix(in srgb, var(--pngx-primary-text-contrast) 70%, var(--bs-primary)) !important;
+    fill: color-mix(in srgb, var(--pngx-primary-text-contrast) 85%, var(--bs-primary)) !important;
   }
 
   .text {
@@ -436,6 +460,19 @@ main {
   padding-right: .5rem;
 }
 
+// true center the search with equal flex widths
+@media (min-width: 768px) {
+  .navbar-brand-container,
+  .navbar > ul {
+    display: flex; // so the brand link stays as wide as its contents
+    flex: 1 1 0;
+  }
+
+  .navbar > ul {
+    justify-content: flex-end;
+  }
+}
+
 :host ::ng-deep .navbar-action {
   display: inline-flex;
   align-items: center;
@@ -476,6 +513,7 @@ main {
     text-align: left;
   }
 
+  .navbar-brand-container,
   .navbar-brand {
     grid-area: brand;
     min-width: 0;

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

@@ -543,6 +543,27 @@ describe('AppFrameComponent', () => {
     )
   })
 
+  it('should only flag scrollbars that take up layout width', () => {
+    const offsetWidth = jest.spyOn(HTMLElement.prototype, 'offsetWidth', 'get')
+    jest.spyOn(HTMLElement.prototype, 'clientWidth', 'get').mockReturnValue(100)
+
+    offsetWidth.mockReturnValue(115)
+    component['detectClassicScrollbars']()
+    expect(
+      window.document.documentElement.classList.contains(
+        'pngx-classic-scrollbars'
+      )
+    ).toBeTruthy()
+
+    offsetWidth.mockReturnValue(100)
+    component['detectClassicScrollbars']()
+    expect(
+      window.document.documentElement.classList.contains(
+        'pngx-classic-scrollbars'
+      )
+    ).toBeFalsy()
+  })
+
   it('should collapse attributes sections when enabling slim sidebar', () => {
     jest.spyOn(settingsService, 'storeSettings').mockReturnValue(of(true))
     settingsService.set(SETTINGS_KEYS.ATTRIBUTES_SECTIONS_COLLAPSED, [])

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

@@ -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,
@@ -116,6 +118,7 @@ export class AppFrameComponent
 
   ngOnInit(): void {
     this.lastScrollY = window.scrollY
+    this.detectClassicScrollbars()
 
     if (this.settingsService.get(SETTINGS_KEYS.UPDATE_CHECKING_ENABLED)) {
       this.checkForUpdates()
@@ -341,6 +344,22 @@ export class AppFrameComponent
     this.lastScrollY = currentScrollY
   }
 
+  /**
+   * Flag for browsers whose scrollbars take up layout width. Remove me
+   * some day, I hope.
+   */
+  private detectClassicScrollbars(): void {
+    const probe = document.createElement('div')
+    probe.style.cssText =
+      'position:absolute;top:-9999px;width:100px;height:100px;overflow:scroll'
+    document.body.appendChild(probe)
+    document.documentElement.classList.toggle(
+      'pngx-classic-scrollbars',
+      probe.offsetWidth > probe.clientWidth
+    )
+    probe.remove()
+  }
+
   private isMobileViewport(): boolean {
     return window.innerWidth < 768
   }

src-ui/src/app/components/common/edit-dialog/mail-account-edit-dialog/mail-account-edit-dialog.component.ts

@@ -94,6 +94,7 @@ export class MailAccountEditDialogComponent extends EditDialogComponent<MailAcco
         this.testActive = false
         this.testResult.set('danger')
         this.alertTimeout = setTimeout(() => this.testResultAlert.close(), 5000)
+        this.error = e.error
       },
     })
   }

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html

@@ -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>

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.spec.ts

@@ -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()

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts

@@ -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)

src-ui/src/app/components/common/input/document-link/document-link.component.html

@@ -47,8 +47,8 @@
             <i-bs width="0.9em" height="0.9em" name="file-text" class="me-1"></i-bs><span>{{document.title}}</span>
           </a>
         } @else {
-          <span class="badge bg-light text-muted" (click)="unselect(document)" (mousedown)="$event.stopImmediatePropagation()" type="button" title="Remove link" i18n-title>
+          <span class="badge bg-light text-muted">
-            <i-bs width="0.9em" height="0.9em" name="exclamation-triangle-fill" class="me-1"></i-bs><span i18n>Not found</span>
+            <i-bs width="0.9em" height="0.9em" name="exclamation-triangle-fill" class="me-1"></i-bs><span i18n>Unavailable</span>
           </span>
         }
       </div>

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

@@ -151,6 +151,23 @@ describe('DocumentLinkComponent', () => {
     expect(component.selectedDocuments).toEqual([])
   })
 
+  it('should preserve and neutrally label unavailable document IDs', async () => {
+    jest.spyOn(documentService, 'getFew').mockReturnValue(
+      of({
+        count: 0,
+        all: [],
+        results: [],
+      })
+    )
+
+    component.writeValue([99])
+    await fixture.whenStable()
+
+    expect(component.selectedDocuments).toEqual([{ id: 99 }])
+    expect(fixture.nativeElement.textContent).toContain('Unavailable')
+    expect(fixture.nativeElement.textContent).not.toContain('Not found')
+  })
+
   it('should support unselect', () => {
     const getSpy = jest.spyOn(documentService, 'getFew')
     getSpy.mockImplementation((ids) => {
@@ -167,6 +184,15 @@ describe('DocumentLinkComponent', () => {
     expect(component.selectedDocuments).toEqual([documents[1]])
   })
 
+  it('should not unselect documents when disabled', () => {
+    component.disabled = true
+    component.selectedDocuments = [documents[0]]
+
+    component.unselect(documents[0])
+
+    expect(component.selectedDocuments).toEqual([documents[0]])
+  })
+
   it('should use correct compare, trackBy functions', () => {
     expect(component.compareDocuments(documents[0], { id: 1 })).toBeTruthy()
     expect(component.compareDocuments(documents[0], { id: 2 })).toBeFalsy()

src-ui/src/app/components/common/input/document-link/document-link.component.ts

@@ -101,7 +101,7 @@ export class DocumentLinkComponent
         .subscribe((documentResults) => {
           this.loading.set(false)
           this.selectedDocuments = documentIDs.map(
-            (id) => documentResults.results.find((d) => d.id === id) ?? {}
+            (id) => documentResults.results.find((d) => d.id === id) ?? { id }
           )
           super.writeValue(documentIDs)
         })
@@ -142,6 +142,8 @@ export class DocumentLinkComponent
   }
 
   unselect(document: Document): void {
+    if (this.disabled) return
+
     this.selectedDocuments = this.selectedDocuments.filter(
       (d) => d && d.id !== document.id
     )

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

@@ -40,6 +40,10 @@ describe('PasswordComponent', () => {
     // expect(component.value).toEqual('foo')
   })
 
+  it('should not offer itself to browser autofill by default', () => {
+    expect(input.getAttribute('autocomplete')).toEqual('off')
+  })
+
   it('should support toggling field visibility', () => {
     expect(input.type).toEqual('password')
     component.showReveal = true

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

@@ -25,7 +25,7 @@ export class PasswordComponent extends AbstractInputComponent<string> {
   showReveal: boolean = false
 
   @Input()
-  autocomplete: string
+  autocomplete: string = 'off'
 
   public textVisible: boolean = false
 

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

@@ -36,11 +36,16 @@
           (focus)="clearLastSearchTerm()"
           (clear)="clearLastSearchTerm()"
           (blur)="onBlur()">
-          <ng-template ng-label-tmp let-item="item">
+          <ng-template ng-label-tmp let-item="item" let-clear="clear">
-            @if (iconField && item[iconField]) {
+            @if (multiple && !disabled) {
-              <i-bs class="me-2" [name]="item[iconField]"></i-bs>
+              <span class="ng-value-icon left" role="button" tabindex="0" (click)="clear(item)" (keydown.enter)="clear(item)" aria-label="Remove item" i18n-aria-label>×</span>
             }
-            <span [title]="item[bindLabel]">{{item[bindLabel]}}</span>
+            <span class="ng-value-label" [title]="item[bindLabel]">
+              @if (iconField && item[iconField]) {
+                <i-bs class="me-2" [name]="item[iconField]"></i-bs>
+              }
+              {{item[bindLabel]}}
+            </span>
           </ng-template>
           <ng-template ng-option-tmp let-item="item">
               @if (iconField && item[iconField]) {

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

@@ -24,6 +24,12 @@ describe('TextComponent', () => {
     input = component.inputField.nativeElement
   })
 
+  it('should not offer itself to browser autofill by default', () => {
+    expect(
+      component.inputField.nativeElement.getAttribute('autocomplete')
+    ).toEqual('off')
+  })
+
   it('should support use of input field', () => {
     expect(component.value).toBeUndefined()
     input.value = 'foo'

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

@@ -28,7 +28,7 @@ import { AbstractInputComponent } from '../abstract-input'
 })
 export class TextComponent extends AbstractInputComponent<string> {
   @Input()
-  autocomplete: string
+  autocomplete: string = 'off'
 
   @Input()
   placeholder: string = ''

src-ui/src/app/components/common/logo/brand-mark/brand-mark.component.html

@@ -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>

src-ui/src/app/components/common/logo/brand-mark/brand-mark.component.ts

@@ -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)
+}

src-ui/src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.html

@@ -1,10 +1,18 @@
-<ngb-alert class="pe-3" type="primary" [dismissible]="true" (closed)="dismiss.emit(true)">
+<ngb-alert class="welcome-widget bg-light shadow-sm pe-3 position-relative overflow-hidden" type="primary" [dismissible]="true" (closed)="dismiss.emit(true)">
-  <h4 class="alert-heading"><ng-container i18n>Paperless-ngx is running!</ng-container> 🎉</h4>
+  <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>
-  <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>
+  <div class="d-flex align-items-start gap-3 gap-md-4 position-relative">
-  <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>
+    <pngx-brand-mark class="d-none d-sm-block flex-shrink-0 text-primary" width="3rem" height="3rem"></pngx-brand-mark>
-  <hr>
+    <div class="flex-grow-1">
-  <div class="d-flex align-items-end">
+      <h4 class="alert-heading text-primary fw-semibold"><ng-container i18n>Paperless-ngx is running!</ng-container> 🎉</h4>
-    <p class="lead fs-6 m-0"><em i18n>Thanks for being a part of the Paperless-ngx community!</em></p>
+      <div class="welcome-copy text-dark">
-    <button class="btn btn-primary ms-auto flex-shrink-0" (click)="tourService.start()"><ng-container i18n>Start the tour</ng-container> &rarr;</button>
+        <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>

src-ui/src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.scss

@@ -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;
+}

src-ui/src/app/components/dashboard/widgets/welcome-widget/welcome-widget.component.ts

@@ -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)

src-ui/src/app/components/document-detail/document-detail.component.spec.ts

@@ -24,7 +24,7 @@ import {
 } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { DeviceDetectorService } from 'ngx-device-detector'
-import { of, throwError } from 'rxjs'
+import { Subject, of, throwError } from 'rxjs'
 import { routes } from 'src/app/app-routing.module'
 import { Correspondent } from 'src/app/data/correspondent'
 import { CustomFieldDataType } from 'src/app/data/custom-field'
@@ -1444,6 +1444,26 @@ describe('DocumentDetailComponent', () => {
     })
   })
 
+  it('should reset the suggestions loading state if the document changes mid-request', () => {
+    const getSetting = settingsService.get.bind(settingsService)
+    jest
+      .spyOn(settingsService, 'get')
+      .mockImplementation((key) =>
+        key === SETTINGS_KEYS.AI_ENABLED ? true : getSetting(key)
+      )
+    const pending = new Subject<any>()
+    jest
+      .spyOn(documentService, 'getAiSuggestions')
+      .mockReturnValue(pending.asObservable())
+    initNormally()
+    expect(component.suggestionsLoading()).toBeTruthy()
+
+    // the in-flight request is cancelled, e.g. by a websocket-driven reload
+    component.docChangeNotifier.next(component.documentId())
+
+    expect(component.suggestionsLoading()).toBeFalsy()
+  })
+
   it('should show error if needed for get suggestions', () => {
     const suggestionsSpy = jest.spyOn(documentService, 'getSuggestions')
     const errorSpy = jest.spyOn(toastService, 'showError')

src-ui/src/app/components/document-detail/document-detail.component.ts

@@ -34,6 +34,7 @@ import {
   debounceTime,
   distinctUntilChanged,
   filter,
+  finalize,
   first,
   map,
   switchMap,
@@ -1016,16 +1017,15 @@ export class DocumentDetailComponent
       .pipe(
         first(),
         takeUntil(this.unsubscribeNotifier),
-        takeUntil(this.docChangeNotifier)
+        takeUntil(this.docChangeNotifier),
+        finalize(() => this.suggestionsLoading.set(false))
       )
       .subscribe({
         next: (result) => {
           this.suggestions.set(result)
-          this.suggestionsLoading.set(false)
         },
         error: (error) => {
           this.suggestions.set(null)
-          this.suggestionsLoading.set(false)
           this.toastService.showError(
             $localize`Error retrieving suggestions.`,
             error

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.html

@@ -114,13 +114,23 @@
         </div>
       </button>
       <div ngbDropdownMenu aria-labelledby="dropdownSend" class="shadow">
-        <button ngbDropdownItem (click)="createShareLinkBundle()" [disabled]="!canSendSelection">
+        @if (permissionService.currentUserCan(PermissionAction.Add, PermissionType.ShareLinkBundle)) {
-          <i-bs name="link" class="me-1"></i-bs><ng-container i18n>Create a share link bundle</ng-container>
+          <button ngbDropdownItem (click)="createShareLinkBundle()" [disabled]="!canSendSelection">
-        </button>
+            <i-bs name="link" class="me-1"></i-bs><ng-container i18n>Create a share link bundle</ng-container>
-        <button ngbDropdownItem (click)="manageShareLinkBundles()">
+          </button>
-          <i-bs name="list-ul" class="me-1"></i-bs><ng-container i18n>Manage share link bundles</ng-container>
+        }
-        </button>
+        @if (permissionService.currentUserCan(PermissionAction.View, PermissionType.ShareLinkBundle)) {
-        <div class="dropdown-divider"></div>
+          <button ngbDropdownItem (click)="manageShareLinkBundles()">
+            <i-bs name="list-ul" class="me-1"></i-bs><ng-container i18n>Manage share link bundles</ng-container>
+          </button>
+        }
+        @if (
+          emailEnabled &&
+          (permissionService.currentUserCan(PermissionAction.Add, PermissionType.ShareLinkBundle) ||
+            permissionService.currentUserCan(PermissionAction.View, PermissionType.ShareLinkBundle))
+        ) {
+          <div class="dropdown-divider"></div>
+        }
         @if (emailEnabled) {
           <button ngbDropdownItem (click)="emailSelected()" [disabled]="!canSendSelection">
             <i-bs name="envelope" class="me-1"></i-bs><ng-container i18n>Email</ng-container>

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.spec.ts

@@ -19,7 +19,11 @@ import { StoragePath } from 'src/app/data/storage-path'
 import { Tag } from 'src/app/data/tag'
 import { FilterPipe } from 'src/app/pipes/filter.pipe'
 import { DocumentListViewService } from 'src/app/services/document-list-view.service'
-import { PermissionsService } from 'src/app/services/permissions.service'
+import {
+  PermissionAction,
+  PermissionsService,
+  PermissionType,
+} from 'src/app/services/permissions.service'
 import { CorrespondentService } from 'src/app/services/rest/correspondent.service'
 import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
 import { DocumentTypeService } from 'src/app/services/rest/document-type.service'
@@ -252,6 +256,54 @@ describe('BulkEditorComponent', () => {
     ).toBe(true)
   })
 
+  it('should only show permitted share link bundle actions', () => {
+    permissionsService.initialize(
+      [
+        permissionsService.getPermissionCode(
+          PermissionAction.Add,
+          PermissionType.ShareLinkBundle
+        ),
+      ],
+      { is_superuser: false } as any
+    )
+    fixture.detectChanges()
+
+    expect(fixture.nativeElement.textContent).toContain(
+      'Create a share link bundle'
+    )
+    expect(fixture.nativeElement.textContent).not.toContain(
+      'Manage share link bundles'
+    )
+
+    permissionsService.initialize(
+      [
+        permissionsService.getPermissionCode(
+          PermissionAction.View,
+          PermissionType.ShareLinkBundle
+        ),
+      ],
+      { is_superuser: false } as any
+    )
+    fixture.detectChanges()
+
+    expect(fixture.nativeElement.textContent).not.toContain(
+      'Create a share link bundle'
+    )
+    expect(fixture.nativeElement.textContent).toContain(
+      'Manage share link bundles'
+    )
+
+    permissionsService.initialize([], { is_superuser: false } as any)
+    fixture.detectChanges()
+
+    expect(fixture.nativeElement.textContent).not.toContain(
+      'Create a share link bundle'
+    )
+    expect(fixture.nativeElement.textContent).not.toContain(
+      'Manage share link bundles'
+    )
+  })
+
   it('should apply selection data to correspondents menu', () => {
     jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
     fixture.detectChanges()

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.ts

@@ -101,7 +101,7 @@ export class BulkEditorComponent
   private toastService = inject(ToastService)
   private storagePathService = inject(StoragePathService)
   private customFieldService = inject(CustomFieldsService)
-  private permissionService = inject(PermissionsService)
+  public readonly permissionService = inject(PermissionsService)
   private savedViewService = inject(SavedViewService)
   private readonly shareLinkBundleService = inject(ShareLinkBundleService)
 

src-ui/src/app/data/workflow-action.ts

@@ -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
 }

src-ui/src/app/utils/text-search.spec.ts

@@ -15,6 +15,35 @@ describe('text search utilities', () => {
     expect(matchesSearchText('taxes 2026', 'tax receipt')).toBeFalsy()
   })
 
+  it('does not let two terms match the same word', () => {
+    expect(matchesSearchText('Another Tag', 'another tag th')).toBeFalsy()
+    expect(matchesSearchText('Another Tag', 'another tag ag')).toBeFalsy()
+    expect(matchesSearchText('Another Tag', 'another tag e')).toBeFalsy()
+    expect(matchesSearchText('Another Tag', 'another tag')).toBeTruthy()
+    expect(matchesSearchText('Another Tag', 'tag another')).toBeTruthy()
+  })
+
+  it('matches a single term anywhere in the value', () => {
+    expect(matchesSearchText('Another Tag', 'anoth')).toBeTruthy()
+    expect(matchesSearchText('Another Tag', 'th')).toBeTruthy()
+  })
+
+  it('treats punctuation as a separator on both sides', () => {
+    expect(matchesSearchText('medical-history', 'medical history')).toBeTruthy()
+    expect(matchesSearchText('medical history', 'medical-history')).toBeTruthy()
+    expect(matchesSearchText('medical-history', 'medical dental')).toBeFalsy()
+  })
+
+  it('matches longer terms first so they cannot be starved', () => {
+    expect(matchesSearchText('tagger tag', 'tag tagger')).toBeTruthy()
+  })
+
+  it('handles a query with no usable terms', () => {
+    expect(matchesSearchText('Another Tag', '')).toBeTruthy()
+    // Still filters, so the dropdown can offer to create a tag named "---"
+    expect(matchesSearchText('Another Tag', '---')).toBeFalsy()
+  })
+
   it('matches a large set of tag names without blocking input', () => {
     const tagNames = Array.from(
       { length: 1280 },

src-ui/src/app/utils/text-search.ts

@@ -3,13 +3,18 @@ import { diacritics } from 'normalize-diacritics/diacritics'
 export type SearchTextValue =
   string | number | boolean | bigint | null | undefined
 
+const NON_ASCII = /[^\x00-\x7F]/
+const SEPARATORS = /[^\p{L}\p{N}]+/u
+
 export function normalizeSearchText(value: SearchTextValue): string {
-  const normalized = diacritics.reduce(
+  const text = String(value ?? '')
-    (text, replacement) => {
+
-      return text.replace(replacement.diacritics, replacement.letter)
+  // Nothing in the table matches ASCII, so skip normaliation
-    },
+  if (!NON_ASCII.test(text)) return text.toLocaleLowerCase()
-    String(value ?? '')
+
-  )
+  const normalized = diacritics.reduce((text, replacement) => {
+    return text.replace(replacement.diacritics, replacement.letter)
+  }, text)
 
   return normalized.toLocaleLowerCase()
 }
@@ -18,8 +23,28 @@ export function matchesSearchText(
   value: SearchTextValue,
   searchText: SearchTextValue
 ): boolean {
-  const normalizedValue = normalizeSearchText(value)
+  const query = normalizeSearchText(searchText)
-  const searchTerms = normalizeSearchText(searchText).trim().split(/\s+/)
+  const terms = query.split(SEPARATORS).filter(Boolean)
 
-  return searchTerms.every((term) => normalizedValue.includes(term))
+  // Empty or punctuation-only query, nothing to split into terms
+  if (terms.length === 0) {
+    return normalizeSearchText(value).includes(query.trim())
+  }
+
+  const words = normalizeSearchText(value).split(SEPARATORS).filter(Boolean)
+  const claimed = new Array<boolean>(words.length).fill(false)
+
+  // Each term takes a word of its own, longest first, so that "another tag th"
+  // doesn't match "Another Tag" by finding the "th" inside "another"
+  return terms
+    .sort((a, b) => b.length - a.length)
+    .every((term) => {
+      for (let i = 0; i < words.length; i++) {
+        if (!claimed[i] && words[i].includes(term)) {
+          claimed[i] = true
+          return true
+        }
+      }
+      return false
+    })
 }

src-ui/src/environments/environment.prod.ts

@@ -8,7 +8,7 @@ export const environment = {
   apiVersion: '10', // match src/paperless/settings.py
   appTitle: DEFAULT_APP_TITLE,
   tag: 'prod',
-  version: '3.0.5',
+  version: '3.1.0',
   webSocketHost: window.location.host,
   webSocketProtocol: window.location.protocol == 'https:' ? 'wss:' : 'ws:',
   webSocketBaseUrl: base_url.pathname + 'ws/',

src/documents/caching.py

@@ -1,7 +1,9 @@
 from __future__ import annotations
 
+import hashlib
 import logging
 import pickle
+import uuid
 from binascii import hexlify
 from collections import OrderedDict
 from dataclasses import dataclass
@@ -55,6 +57,8 @@ LLM_CACHE_CLASSIFIER_VERSION: Final[int] = 1001
 CACHE_1_MINUTE: Final[int] = 60
 CACHE_5_MINUTES: Final[int] = 5 * CACHE_1_MINUTE
 CACHE_50_MINUTES: Final[int] = 50 * CACHE_1_MINUTE
+# Deliberately longer than any entry it names
+LLM_CACHE_GENERATION_TIMEOUT: Final[int] = 2 * CACHE_50_MINUTES
 
 read_cache = caches["read-cache"]
 
@@ -206,12 +210,40 @@ def refresh_suggestions_cache(
     cache.touch(doc_key, timeout)
 
 
+def invalidate_suggestions_cache(document_id: int) -> None:
+    """Invalidate classifier-generated suggestions for a document."""
+    cache.delete(get_suggestion_cache_key(document_id))
+
+
+def _llm_generation_key(document_id: int) -> str:
+    return f"{get_suggestion_cache_key(document_id)}_llm_generation"
+
+
+def _llm_variant_key(document_id: int, backend: str) -> str:
+    """Cache key for one LLM configuration and permission scope.
+
+    ``backend`` identifies the variant - model, endpoint, output language and
+    requesting user.
+
+    Generating the token on first use lets invalidate_llm_suggestions_cache()
+    be no-op for documents that never had AI suggestions.
+    """
+    generation_key = _llm_generation_key(document_id)
+    generation = cache.get_or_set(
+        generation_key,
+        lambda: uuid.uuid4().hex,
+        timeout=LLM_CACHE_GENERATION_TIMEOUT,
+    )
+    cache.touch(generation_key, LLM_CACHE_GENERATION_TIMEOUT)
+    backend_hash = hashlib.sha256(backend.encode()).hexdigest()[:16]
+    return f"{get_suggestion_cache_key(document_id)}_llm_{generation}_{backend_hash}"
+
+
 def get_llm_suggestion_cache(
     document_id: int,
     backend: str,
 ) -> SuggestionCacheData | None:
-    doc_key = get_suggestion_cache_key(document_id)
+    data: SuggestionCacheData = cache.get(_llm_variant_key(document_id, backend))
-    data: SuggestionCacheData = cache.get(doc_key)
 
     if (
         data
@@ -234,9 +266,8 @@ def set_llm_suggestions_cache(
     Cache LLM-generated suggestions using a backend-specific identifier
     (e.g. 'openai-like:gpt-4').
     """
-    doc_key = get_suggestion_cache_key(document_id)
     cache.set(
-        doc_key,
+        _llm_variant_key(document_id, backend),
         SuggestionCacheData(
             classifier_version=LLM_CACHE_CLASSIFIER_VERSION,
             classifier_hash=backend,
@@ -246,17 +277,31 @@ def set_llm_suggestions_cache(
     )
 
 
+def refresh_llm_suggestions_cache(
+    document_id: int,
+    backend: str,
+    *,
+    timeout: int = CACHE_50_MINUTES,
+) -> None:
+    """
+    Refreshes the expiration of one cached LLM suggestion variant.
+    """
+    cache.touch(_llm_variant_key(document_id, backend), timeout)
+
+
 def invalidate_llm_suggestions_cache(
     document_id: int,
 ) -> None:
     """
-    Invalidate the LLM suggestions cache for a specific document and backend.
+    Invalidate every LLM suggestion variant for a document.
     """
-    doc_key = get_suggestion_cache_key(document_id)
+    generation_key = _llm_generation_key(document_id)
-    data: SuggestionCacheData = cache.get(doc_key)
+    if cache.get(generation_key) is not None:
-
+        cache.set(
-    if data:
+            generation_key,
-        cache.delete(doc_key)
+            uuid.uuid4().hex,
+            timeout=LLM_CACHE_GENERATION_TIMEOUT,
+        )
 
 
 def get_metadata_cache_key(document_id: int) -> str:
@@ -357,3 +402,4 @@ def clear_document_caches(document_id: int) -> None:
             get_thumbnail_modified_key(document_id),
         ],
     )
+    invalidate_llm_suggestions_cache(document_id)

src/documents/migrations/0025_workflowaction_apply_ai_suggestions.py

@@ -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",
+            ),
+        ),
+    ]

src/documents/models.py

@@ -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")

src/documents/serialisers.py

@@ -3235,6 +3235,9 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
             "email",
             "webhook",
             "passwords",
+            "ai_suggestion_fields",
+            "ai_create_missing",
+            "ai_overwrite_existing",
         ]
 
     def validate(self, attrs):
@@ -3292,6 +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
 
 
@@ -3320,24 +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:
@@ -3345,6 +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(

src/documents/signals/handlers.py

@@ -32,6 +32,7 @@ from rest_framework import serializers
 from documents import matching
 from documents.caching import clear_document_caches
 from documents.caching import invalidate_llm_suggestions_cache
+from documents.caching import invalidate_suggestions_cache
 from documents.data_models import ConsumableDocument
 from documents.file_handling import create_source_path_directory
 from documents.file_handling import delete_empty_directories
@@ -740,9 +741,9 @@ def cleanup_custom_field_deletion(sender, instance: CustomField, **kwargs) -> No
 @receiver(models.signals.post_save, sender=Document)
 def update_llm_suggestions_cache(sender, instance, **kwargs):
     """
-    Invalidate the LLM suggestions cache when a document is saved.
+    Invalidate suggestions caches when a document is saved.
     """
-    # Invalidate the cache for the document
+    invalidate_suggestions_cache(instance.pk)
     invalidate_llm_suggestions_cache(instance.pk)
 
 
@@ -984,6 +985,28 @@ 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 +1062,7 @@ 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 +1116,12 @@ 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 {}
 
 

src/documents/tasks.py

@@ -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)

src/documents/tests/test_api_document_versions.py

@@ -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])

src/documents/tests/test_api_search.py

@@ -93,6 +93,36 @@ class TestDocumentSearchApi(DirectoriesMixin, APITestCase):
         self.assertEqual(response.data["count"], 0)
         self.assertEqual(len(results), 0)
 
+    def test_search_after_restore_from_trash(self) -> None:
+        """
+        GIVEN:
+            - Indexed document that was moved to the trash
+        WHEN:
+            - The document is restored from the trash
+        THEN:
+            - The document is searchable again without a reindex
+        """
+        doc = Document.objects.create(
+            title="invoice",
+            content="the thing i bought at a shop and paid with bank account",
+            checksum="A",
+            pk=1,
+        )
+        get_backend().add_or_update(doc)
+
+        self.assertEqual(self.client.get("/api/documents/?query=shop").data["count"], 1)
+
+        self.client.delete(f"/api/documents/{doc.pk}/")
+        self.assertEqual(self.client.get("/api/documents/?query=shop").data["count"], 0)
+
+        response = self.client.post(
+            "/api/trash/",
+            {"action": "restore", "documents": [doc.pk]},
+        )
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+
+        self.assertEqual(self.client.get("/api/documents/?query=shop").data["count"], 1)
+
     def test_simple_text_search(self) -> None:
         tagged = Tag.objects.create(name="invoice")
         matching_doc = Document.objects.create(

src/documents/tests/test_api_workflows.py

@@ -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:

src/documents/tests/test_task_signals.py

@@ -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:

src/documents/tests/test_tasks.py

@@ -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))

src/documents/tests/test_views.py

@@ -9,6 +9,7 @@ from django.conf import settings
 from django.contrib.auth.models import Group
 from django.contrib.auth.models import Permission
 from django.contrib.auth.models import User
+from django.core.cache import cache
 from django.db import connection
 from django.test import TestCase
 from django.test import override_settings
@@ -18,6 +19,7 @@ from guardian.shortcuts import assign_perm
 from rest_framework import status
 
 from documents.caching import get_llm_suggestion_cache
+from documents.caching import get_suggestion_cache_key
 from documents.caching import set_llm_suggestions_cache
 from documents.models import Correspondent
 from documents.models import Document
@@ -342,7 +344,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
         super().setUp()
 
     @patch("documents.views.get_llm_suggestion_cache")
-    @patch("documents.views.refresh_suggestions_cache")
+    @patch("documents.views.refresh_llm_suggestions_cache")
     @override_settings(
         AI_ENABLED=True,
         LLM_BACKEND="mock_backend",
@@ -383,12 +385,15 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
         self.assertEqual(response.json()["tags"], [self.tag1.pk])
         mock_get_cache.assert_called_once_with(
             self.document.pk,
-            backend="mock_backend",
+            backend=f"mock_backend:user={self.user.pk}",
+        )
+        mock_refresh_cache.assert_called_once_with(
+            self.document.pk,
+            backend=f"mock_backend:user={self.user.pk}",
         )
-        mock_refresh_cache.assert_called_once_with(self.document.pk)
 
     @patch("documents.views.get_llm_suggestion_cache")
-    @patch("documents.views.refresh_suggestions_cache")
+    @patch("documents.views.refresh_llm_suggestions_cache")
     @override_settings(
         AI_ENABLED=True,
         LLM_BACKEND="mock_backend",
@@ -524,7 +529,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
         self.assertEqual(
             get_llm_suggestion_cache(
                 self.document.pk,
-                backend="mock_backend:de-de",
+                backend=f"mock_backend:de-de:user={self.user.pk}",
             ).suggestions["title"],
             "KI Title",
         )
@@ -563,7 +568,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
         self.assertEqual(
             get_llm_suggestion_cache(
                 self.document.pk,
-                backend="mock_backend:fr-fr",
+                backend=f"mock_backend:fr-fr:user={self.user.pk}",
             ).suggestions["title"],
             "Titre IA",
         )
@@ -600,7 +605,79 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
         self.assertIsNotNone(
             get_llm_suggestion_cache(
                 self.document.pk,
-                backend="mock_backend:model-a:http://endpoint-a",
+                backend=(f"mock_backend:model-a:http://endpoint-a:user={self.user.pk}"),
+            ),
+        )
+
+    @patch("documents.views.get_ai_document_classification")
+    @override_settings(
+        AI_ENABLED=True,
+        LLM_BACKEND="mock_backend",
+    )
+    def test_ai_suggestions_cache_variants_coexist_per_requesting_user(
+        self,
+        mock_get_ai_classification,
+    ) -> None:
+        """
+        GIVEN:
+            - One user has populated the document's LLM suggestion cache
+            - A second user requests suggestions for the same document and
+              backend
+        WHEN:
+            - The second request is made
+        THEN:
+            - The first user's prompt-derived result is not reused
+            - The classification runs with the second user's visibility
+              context without evicting the first user's result
+        """
+        second_user = User.objects.create_superuser(username="second_user")
+        empty_choices = {
+            "tags": {"existing_ids": [], "new_names": []},
+            "correspondents": {"existing_ids": [], "new_names": []},
+            "document_types": {"existing_ids": [], "new_names": []},
+            "storage_paths": {"existing_ids": [], "new_names": []},
+            "dates": [],
+        }
+        mock_get_ai_classification.side_effect = [
+            {"title": "First user's result", **empty_choices},
+            {"title": "Second user's result", **empty_choices},
+        ]
+
+        self.client.force_login(user=self.user)
+        first_response = self.client.get(
+            f"/api/documents/{self.document.pk}/ai_suggestions/",
+        )
+        self.client.force_login(user=second_user)
+        second_response = self.client.get(
+            f"/api/documents/{self.document.pk}/ai_suggestions/",
+        )
+        self.client.force_login(user=self.user)
+        first_cached_response = self.client.get(
+            f"/api/documents/{self.document.pk}/ai_suggestions/",
+        )
+
+        self.assertEqual(first_response.json()["title"], "First user's result")
+        self.assertEqual(second_response.json()["title"], "Second user's result")
+        self.assertEqual(
+            first_cached_response.json()["title"],
+            "First user's result",
+        )
+        self.assertEqual(mock_get_ai_classification.call_count, 2)
+        mock_get_ai_classification.assert_called_with(
+            self.document,
+            second_user,
+            None,
+        )
+        self.assertIsNotNone(
+            get_llm_suggestion_cache(
+                self.document.pk,
+                backend=f"mock_backend:user={second_user.pk}",
+            ),
+        )
+        self.assertIsNotNone(
+            get_llm_suggestion_cache(
+                self.document.pk,
+                backend=f"mock_backend:user={self.user.pk}",
             ),
         )
 
@@ -786,8 +863,7 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
         self.assertEqual(response.json()["tags"], [])
         self.assertEqual(response.json()["suggested_tags"], [])
 
-    def test_invalidate_suggestions_cache(self) -> None:
+    def test_document_save_invalidates_all_suggestion_caches(self) -> None:
-        self.client.force_login(user=self.user)
         suggestions = {
             "title": "AI Title",
             "tags": ["tag1", "tag2"],
@@ -796,11 +872,18 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
             "storage_paths": ["path1"],
             "dates": ["2023-01-01"],
         }
+        standard_cache_key = get_suggestion_cache_key(self.document.pk)
+        cache.set(standard_cache_key, "classifier suggestions")
         set_llm_suggestions_cache(
             self.document.pk,
             suggestions,
             backend="mock_backend",
         )
+        set_llm_suggestions_cache(
+            self.document.pk,
+            {**suggestions, "title": "Other Variant"},
+            backend="other_backend:user=2",
+        )
         self.assertEqual(
             get_llm_suggestion_cache(
                 self.document.pk,
@@ -808,17 +891,26 @@ class TestAISuggestions(DirectoriesMixin, TestCase):
             ).suggestions,
             suggestions,
         )
-        # post_save signal triggered
+        self.assertEqual(cache.get(standard_cache_key), "classifier suggestions")
+
         update_llm_suggestions_cache(
             sender=None,
             instance=self.document,
         )
+
+        self.assertIsNone(cache.get(standard_cache_key))
         self.assertIsNone(
             get_llm_suggestion_cache(
                 self.document.pk,
                 backend="mock_backend",
             ),
         )
+        self.assertIsNone(
+            get_llm_suggestion_cache(
+                self.document.pk,
+                backend="other_backend:user=2",
+            ),
+        )
 
 
 class TestAIChatStreamingView(DirectoriesMixin, TestCase):

src/documents/tests/test_workflows.py

@@ -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 +5491,516 @@ 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_fields_persist_when_tags_are_applied_in_the_same_run(self) -> None:
+        """
+        GIVEN:
+            - A document that already has a filename, as any consumed document does
+            - Suggestions carrying both a document type and tags
+        WHEN:
+            - The suggestions are applied
+        THEN:
+            - The document type is still set after the tags are added
+
+        Adding tags fires m2m_changed, and update_filename_and_move_files
+        refreshes the document from the database. Assigning fields and then
+        adding tags before saving loses those assignments, and only for
+        documents with a filename, so it does not reproduce on a bare
+        Document.objects.create().
+        """
+        self.doc.filename = "originals/original.pdf"
+        self.doc.save(update_fields=["filename"])
+
+        action = self.make_action(ai_create_missing=True)
+        changed = self.apply(action)
+
+        self.assertIn("document_type", changed)
+        self.assertIn("tags", changed)
+        self.assertIsNotNone(
+            self.doc.document_type,
+            "document_type was reported as applied but did not persist",
+        )
+        self.assertEqual(self.doc.document_type.name, "Suggested Document Type")
+        self.assertEqual(self.doc.correspondent.name, "Existing Correspondent")
+        self.assertCountEqual(
+            [t.name for t in self.doc.tags.all()],
+            ["Existing Tag", "Suggested Tag"],
+        )
+
+    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))

src/documents/views.py

@@ -113,6 +113,7 @@ from documents.bulk_download import OriginalsOnlyStrategy
 from documents.caching import get_llm_suggestion_cache
 from documents.caching import get_metadata_cache
 from documents.caching import get_suggestion_cache
+from documents.caching import refresh_llm_suggestions_cache
 from documents.caching import refresh_metadata_cache
 from documents.caching import refresh_suggestions_cache
 from documents.caching import set_llm_suggestions_cache
@@ -247,6 +248,7 @@ 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 +667,6 @@ 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 +1121,8 @@ 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 +1530,10 @@ 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 (
@@ -1549,6 +1541,7 @@ class DocumentViewSet(
                 ai_config.llm_model,
                 ai_config.llm_endpoint,
                 output_language,
+                f"user={request.user.pk}",
             )
             if part
         )
@@ -1564,8 +1557,11 @@ class DocumentViewSet(
             # freshly for this requester on every request, cache hit or not,
             # so a resolved id cached for one user's visibility can never be
             # handed unfiltered to a second, less-privileged requester of
-            # the same (backend-keyed, not user-keyed) cache entry.
+            # the same (backend + user-keyed) cache entry.
-            refresh_suggestions_cache(doc.pk)
+            refresh_llm_suggestions_cache(
+                doc.pk,
+                backend=llm_cache_backend,
+            )
             llm_suggestions = cached_llm_suggestions.suggestions
         else:
             try:
@@ -2330,7 +2326,10 @@ 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 +2793,11 @@ 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(
@@ -5435,8 +5437,15 @@ class TrashView(ListModelMixin, PassUserMixin):
             return HttpResponseForbidden("Insufficient permissions")
         action = serializer.validated_data.get("action")
         if action == "restore":
-            for doc in Document.deleted_objects.filter(id__in=doc_ids).all():
+            restored = list(Document.deleted_objects.filter(id__in=doc_ids))
+            for doc in restored:
                 doc.restore(strict=False)
+            if restored:
+                from documents.search import get_backend
+
+                with get_backend().batch_update() as batch:
+                    for doc in restored:
+                        batch.add_or_update(doc)
         elif action == "empty":
             if doc_ids is None:
                 doc_ids = [doc.id for doc in docs]

src/documents/workflows/ai.py

@@ -0,0 +1,263 @@
+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")
+
+    tags_to_add: list[Tag] = []
+    if AISuggestionField.TAGS in selected:
+        choice = suggestions["tags"]
+        names = choice["new_names"]
+        tags_to_add = resolve_tags(
+            names,
+            resolve_tag_ids(choice["existing_ids"], owner)
+            + match_tags_by_name(names, owner),
+            create_missing=create_missing,
+            owner=owner,
+        )
+        if tags_to_add:
+            # Suggested tags are always added, so overwrite_existing
+            # does not really apply here
+            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"])
+
+    # Tags at the end so m2m_changed doesn't trigger db and overwrite other changes
+    if tags_to_add:
+        document.add_nested_tags(tags_to_add)
+
+    logger.info(
+        "Applied AI suggestions %s to document %s",
+        updated_fields or "(none)",
+        document.pk,
+        extra={"group": logging_group},
+    )
+
+    return updated_fields