mirror of
https://github.com/paperless-ngx/paperless-ngx.git
synced 2026-08-10 21:03:18 +00:00
Compare commits
| Author | SHA1 | Date | |
|---|---|---|---|
  Trenton HandGitHub
|
28995c6fe0 | ||
 shamoonandGitHub
|
855669ddf9 | ||
|
Trenton Holmes
|
50914f784a | ||
|
stumpylog
|
f4b88cae63 | ||
|
stumpylog
|
2516944c18 |
@@ -948,10 +948,11 @@ for display in the web interface.
|
||||
|
||||
!!! note
|
||||
|
||||
The **remote OCR parser** (Azure AI) always produces a searchable
|
||||
PDF and stores it as the archive copy, regardless of this setting.
|
||||
`ARCHIVE_FILE_GENERATION=never` has no effect when the remote
|
||||
parser handles a document.
|
||||
The **remote OCR parser** (Azure AI) also honors this setting: when
|
||||
no archive is requested (`never`, or `auto` with a born-digital PDF),
|
||||
the remote engine is skipped entirely and locally-extracted text is
|
||||
used instead, avoiding an unnecessary API call and a duplicate text
|
||||
layer.
|
||||
|
||||
#### [`PAPERLESS_OCR_CLEAN=<mode>`](#PAPERLESS_OCR_CLEAN) {#PAPERLESS_OCR_CLEAN}
|
||||
|
||||
|
||||
@@ -187,10 +187,11 @@ PAPERLESS_ARCHIVE_FILE_GENERATION=auto
|
||||
|
||||
### Remote OCR parser
|
||||
|
||||
If you use the **remote OCR parser** (Azure AI), note that it always produces a
|
||||
searchable PDF and stores it as the archive copy. `ARCHIVE_FILE_GENERATION=never`
|
||||
has no effect for documents handled by the remote parser - the archive is produced
|
||||
unconditionally by the remote engine.
|
||||
If you use the **remote OCR parser** (Azure AI), `ARCHIVE_FILE_GENERATION` is
|
||||
honored the same way as for the local engine: when no archive is requested
|
||||
(`never`, or `auto` with a born-digital PDF), the remote engine is skipped
|
||||
entirely and locally-extracted text is used instead, avoiding an unnecessary
|
||||
API call and a duplicate text layer.
|
||||
|
||||
## Search Index (Whoosh -> Tantivy)
|
||||
|
||||
|
||||
+4
-3
@@ -576,7 +576,9 @@ The following workflow action types are available:
|
||||
- Tags, correspondent, document type and storage path
|
||||
- Document owner
|
||||
- View and / or edit permissions to users or groups
|
||||
- Custom fields. Note that no value for the field will be set
|
||||
- Custom fields, optionally with a value. If no value is set, the field is only added to the
|
||||
document and any value it may already have is left untouched. If a value is set, it will
|
||||
overwrite an existing value of that field on the document.
|
||||
|
||||
##### Removal {#workflow-action-removal}
|
||||
|
||||
@@ -1084,8 +1086,7 @@ Paperless-ngx supports performing OCR on documents using remote services. At the
|
||||
[Microsoft's Azure "Document Intelligence" service](https://azure.microsoft.com/en-us/products/ai-services/ai-document-intelligence).
|
||||
This is of course a paid service (with a free tier) which requires an Azure account and subscription. Azure AI is not affiliated with
|
||||
Paperless-ngx in any way. When enabled, Paperless-ngx will automatically send appropriate documents to Azure for OCR processing, bypassing
|
||||
the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details. These
|
||||
settings can be supplied as environment variables or via **Application Configuration**.
|
||||
the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details.
|
||||
|
||||
Additionally, when using a commercial service with this feature, consider both potential costs as well as any associated file size
|
||||
or page limitations (e.g. with a free tier).
|
||||
|
||||
@@ -14,48 +14,43 @@
|
||||
<a ngbNavLink>{{category}}</a>
|
||||
<ng-template ngbNavContent>
|
||||
<div class="p-3">
|
||||
@for (section of getCategorySections(category); track section) {
|
||||
@if (section) {
|
||||
<h5 class="mt-4 mb-3">{{section}}</h5>
|
||||
}
|
||||
<div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
|
||||
@for (option of getCategoryOptions(category, section); track option.key) {
|
||||
<div class="col">
|
||||
<div class="card bg-light">
|
||||
<div class="card-body">
|
||||
<div class="card-title d-flex align-items-center">
|
||||
<h6 class="mb-0">
|
||||
{{option.title}}
|
||||
</h6>
|
||||
<a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
|
||||
<i-bs name="info-circle"></i-bs>
|
||||
</a>
|
||||
@if (isSet(option.key)) {
|
||||
<button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
|
||||
<i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
<div class="mb-n3">
|
||||
@switch (option.type) {
|
||||
@case (ConfigOptionType.Select) { <pngx-input-select [formControlName]="option.key" [error]="errors[option.key]" [items]="option.choices" [allowNull]="true"></pngx-input-select> }
|
||||
@case (ConfigOptionType.Number) { <pngx-input-number [formControlName]="option.key" [error]="errors[option.key]" [showAdd]="false"></pngx-input-number> }
|
||||
@case (ConfigOptionType.Boolean) { <pngx-input-switch [formControlName]="option.key" [error]="errors[option.key]" [showUnsetNote]="true" [horizontal]="true" title="Enable" i18n-title></pngx-input-switch> }
|
||||
@case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
|
||||
@case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
|
||||
@case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
|
||||
@case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
|
||||
}
|
||||
</div>
|
||||
@if (option.note) {
|
||||
<div class="form-text fst-italic">{{option.note}}</div>
|
||||
<div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
|
||||
@for (option of getCategoryOptions(category); track option.key) {
|
||||
<div class="col">
|
||||
<div class="card bg-light">
|
||||
<div class="card-body">
|
||||
<div class="card-title d-flex align-items-center">
|
||||
<h6 class="mb-0">
|
||||
{{option.title}}
|
||||
</h6>
|
||||
<a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
|
||||
<i-bs name="info-circle"></i-bs>
|
||||
</a>
|
||||
@if (isSet(option.key)) {
|
||||
<button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
|
||||
<i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
<div class="mb-n3">
|
||||
@switch (option.type) {
|
||||
@case (ConfigOptionType.Select) { <pngx-input-select [formControlName]="option.key" [error]="errors[option.key]" [items]="option.choices" [allowNull]="true"></pngx-input-select> }
|
||||
@case (ConfigOptionType.Number) { <pngx-input-number [formControlName]="option.key" [error]="errors[option.key]" [showAdd]="false"></pngx-input-number> }
|
||||
@case (ConfigOptionType.Boolean) { <pngx-input-switch [formControlName]="option.key" [error]="errors[option.key]" [showUnsetNote]="true" [horizontal]="true" title="Enable" i18n-title></pngx-input-switch> }
|
||||
@case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
|
||||
@case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
|
||||
@case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
|
||||
@case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
|
||||
}
|
||||
</div>
|
||||
@if (option.note) {
|
||||
<div class="form-text fst-italic">{{option.note}}</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</ng-template>
|
||||
</li>
|
||||
|
||||
@@ -8,11 +8,7 @@ import { NgbModule } from '@ng-bootstrap/ng-bootstrap'
|
||||
import { NgSelectModule } from '@ng-select/ng-select'
|
||||
import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
|
||||
import { of, throwError } from 'rxjs'
|
||||
import {
|
||||
ConfigCategory,
|
||||
ConfigSection,
|
||||
OutputTypeConfig,
|
||||
} from 'src/app/data/paperless-config'
|
||||
import { OutputTypeConfig } from 'src/app/data/paperless-config'
|
||||
import { ConfigService } from 'src/app/services/config.service'
|
||||
import { SettingsService } from 'src/app/services/settings.service'
|
||||
import { ToastService } from 'src/app/services/toast.service'
|
||||
@@ -162,23 +158,4 @@ describe('ConfigComponent', () => {
|
||||
component.resetOption('barcodes_enabled')
|
||||
expect(component.configForm.get('barcodes_enabled').value).toBeNull()
|
||||
})
|
||||
|
||||
it('should group options into sections within a category, or not', () => {
|
||||
const sections = component.getCategorySections(ConfigCategory.OCR)
|
||||
expect(sections).toEqual([null, ConfigSection.RemoteOCR])
|
||||
expect(
|
||||
component
|
||||
.getCategoryOptions(ConfigCategory.OCR)
|
||||
.map((option) => option.key)
|
||||
).toContain('output_type')
|
||||
expect(
|
||||
component
|
||||
.getCategoryOptions(ConfigCategory.OCR, ConfigSection.RemoteOCR)
|
||||
.map((option) => option.key)
|
||||
).toEqual([
|
||||
'remote_ocr_engine',
|
||||
'remote_ocr_api_key',
|
||||
'remote_ocr_endpoint',
|
||||
])
|
||||
})
|
||||
})
|
||||
|
||||
@@ -74,20 +74,8 @@ export class ConfigComponent
|
||||
return Object.values(ConfigCategory)
|
||||
}
|
||||
|
||||
getCategorySections(category: string): string[] {
|
||||
return [
|
||||
...new Set(
|
||||
PaperlessConfigOptions.filter((o) => o.category === category).map(
|
||||
(o) => o.section ?? null // null means no section
|
||||
)
|
||||
),
|
||||
]
|
||||
}
|
||||
|
||||
getCategoryOptions(category: string, section: string = null): ConfigOption[] {
|
||||
return PaperlessConfigOptions.filter(
|
||||
(o) => o.category === category && (o.section ?? null) === section
|
||||
)
|
||||
getCategoryOptions(category: string): ConfigOption[] {
|
||||
return PaperlessConfigOptions.filter((o) => o.category === category)
|
||||
}
|
||||
|
||||
initialConfig: PaperlessConfig
|
||||
|
||||
+4
-4
@@ -52,10 +52,10 @@ describe('CustomFieldsValuesComponent', () => {
|
||||
})
|
||||
|
||||
it('should set selectedFields and map values correctly', () => {
|
||||
component.value = { 1: 'value1' }
|
||||
component.selectedFields = [1, 2]
|
||||
expect(component.selectedFields).toEqual([1, 2])
|
||||
expect(component.value).toEqual({ 1: 'value1', 2: null })
|
||||
component.value = { 1: 'value1', 3: 0, 4: false }
|
||||
component.selectedFields = [1, 2, 3, 4]
|
||||
expect(component.selectedFields).toEqual([1, 2, 3, 4])
|
||||
expect(component.value).toEqual({ 1: 'value1', 2: null, 3: 0, 4: false })
|
||||
})
|
||||
|
||||
it('should return the correct custom field by id', () => {
|
||||
|
||||
+1
-1
@@ -77,7 +77,7 @@ export class CustomFieldsValuesComponent extends AbstractInputComponent<Object>
|
||||
this._selectedFields = newFields
|
||||
// map the selected fields to an object with field_id as key and value as value
|
||||
this.value = newFields.reduce((acc, fieldId) => {
|
||||
acc[fieldId] = this.value?.[fieldId] || null
|
||||
acc[fieldId] = this.value?.[fieldId] ?? null
|
||||
return acc
|
||||
}, {})
|
||||
this.onChange(this.value)
|
||||
|
||||
@@ -54,10 +54,6 @@ export const ConfigCategory = {
|
||||
AI: $localize`AI Settings`,
|
||||
}
|
||||
|
||||
export const ConfigSection = {
|
||||
RemoteOCR: $localize`Remote OCR`,
|
||||
}
|
||||
|
||||
export const LLMEmbeddingBackendConfig = {
|
||||
OPENAI_LIKE: 'openai-like',
|
||||
HUGGINGFACE: 'huggingface',
|
||||
@@ -69,10 +65,6 @@ export const LLMBackendConfig = {
|
||||
OLLAMA: 'ollama',
|
||||
}
|
||||
|
||||
export const RemoteOCREngineConfig = {
|
||||
AZURE_AI: 'azureai',
|
||||
}
|
||||
|
||||
export interface ConfigOption {
|
||||
key: string
|
||||
title: string
|
||||
@@ -80,7 +72,6 @@ export interface ConfigOption {
|
||||
choices?: Array<{ id: string; name: string }>
|
||||
config_key?: string
|
||||
category: string
|
||||
section?: string
|
||||
note?: string
|
||||
}
|
||||
|
||||
@@ -190,33 +181,6 @@ export const PaperlessConfigOptions: ConfigOption[] = [
|
||||
config_key: 'PAPERLESS_OCR_USER_ARGS',
|
||||
category: ConfigCategory.OCR,
|
||||
},
|
||||
{
|
||||
key: 'remote_ocr_engine',
|
||||
title: $localize`Remote OCR Engine`,
|
||||
type: ConfigOptionType.Select,
|
||||
choices: mapToItems(RemoteOCREngineConfig),
|
||||
config_key: 'PAPERLESS_REMOTE_OCR_ENGINE',
|
||||
category: ConfigCategory.OCR,
|
||||
section: ConfigSection.RemoteOCR,
|
||||
note: $localize`Enabling remote OCR sends documents to a third-party service for processing. Consider the privacy implications as well as potential costs before enabling.`,
|
||||
},
|
||||
{
|
||||
key: 'remote_ocr_api_key',
|
||||
title: $localize`Remote OCR API Key`,
|
||||
type: ConfigOptionType.Password,
|
||||
config_key: 'PAPERLESS_REMOTE_OCR_API_KEY',
|
||||
category: ConfigCategory.OCR,
|
||||
section: ConfigSection.RemoteOCR,
|
||||
},
|
||||
{
|
||||
key: 'remote_ocr_endpoint',
|
||||
title: $localize`Remote OCR Endpoint`,
|
||||
type: ConfigOptionType.String,
|
||||
config_key: 'PAPERLESS_REMOTE_OCR_ENDPOINT',
|
||||
category: ConfigCategory.OCR,
|
||||
section: ConfigSection.RemoteOCR,
|
||||
note: $localize`Required when using the Azure AI engine.`,
|
||||
},
|
||||
{
|
||||
key: 'app_logo',
|
||||
title: $localize`Application Logo`,
|
||||
@@ -434,9 +398,6 @@ export interface PaperlessConfig extends ObjectWithId {
|
||||
barcode_enable_tag: boolean
|
||||
barcode_tag_mapping: object
|
||||
barcode_tag_split: boolean
|
||||
remote_ocr_engine: string
|
||||
remote_ocr_api_key: string
|
||||
remote_ocr_endpoint: string
|
||||
ai_enabled: boolean
|
||||
llm_embedding_backend: string
|
||||
llm_embedding_model: string
|
||||
|
||||
@@ -3213,6 +3213,13 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
|
||||
{"assign_title": f'Invalid f-string detected: "{e.args[0]}"'},
|
||||
)
|
||||
|
||||
if attrs.get("assign_custom_fields_values"):
|
||||
# Empty strings treated as None to avoid unexpected behavior
|
||||
attrs["assign_custom_fields_values"] = {
|
||||
field_id: (None if value == "" else value)
|
||||
for field_id, value in attrs["assign_custom_fields_values"].items()
|
||||
}
|
||||
|
||||
if (
|
||||
"type" in attrs
|
||||
and attrs["type"] == WorkflowAction.WorkflowActionType.EMAIL
|
||||
|
||||
@@ -72,9 +72,6 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
|
||||
"barcode_enable_tag": None,
|
||||
"barcode_tag_mapping": None,
|
||||
"barcode_tag_split": None,
|
||||
"remote_ocr_engine": None,
|
||||
"remote_ocr_api_key": None,
|
||||
"remote_ocr_endpoint": None,
|
||||
"ai_enabled": False,
|
||||
"llm_embedding_backend": None,
|
||||
"llm_embedding_model": None,
|
||||
@@ -873,49 +870,6 @@ class TestApiAppConfig(DirectoriesMixin, APITestCase):
|
||||
config.refresh_from_db()
|
||||
self.assertEqual(config.llm_api_key, None)
|
||||
|
||||
def test_update_remote_ocr_api_key(self) -> None:
|
||||
"""
|
||||
GIVEN:
|
||||
- Existing config with remote_ocr_api_key specified
|
||||
WHEN:
|
||||
- API to update remote_ocr_api_key is called with all *s
|
||||
- API to update remote_ocr_api_key is called with empty string
|
||||
THEN:
|
||||
- remote_ocr_api_key is unchanged
|
||||
- remote_ocr_api_key is set to None
|
||||
"""
|
||||
config = ApplicationConfiguration.objects.first()
|
||||
assert config is not None
|
||||
config.remote_ocr_api_key = "1234567890"
|
||||
config.save()
|
||||
|
||||
# Test with all *
|
||||
response = self.client.patch(
|
||||
f"{self.ENDPOINT}1/",
|
||||
json.dumps(
|
||||
{
|
||||
"remote_ocr_api_key": "*" * 32,
|
||||
},
|
||||
),
|
||||
content_type="application/json",
|
||||
)
|
||||
self.assertEqual(response.status_code, status.HTTP_200_OK)
|
||||
config.refresh_from_db()
|
||||
self.assertEqual(config.remote_ocr_api_key, "1234567890")
|
||||
# Test with empty string
|
||||
response = self.client.patch(
|
||||
f"{self.ENDPOINT}1/",
|
||||
json.dumps(
|
||||
{
|
||||
"remote_ocr_api_key": "",
|
||||
},
|
||||
),
|
||||
content_type="application/json",
|
||||
)
|
||||
self.assertEqual(response.status_code, status.HTTP_200_OK)
|
||||
config.refresh_from_db()
|
||||
self.assertEqual(config.remote_ocr_api_key, None)
|
||||
|
||||
def test_enable_ai_index_triggers_update(self) -> None:
|
||||
"""
|
||||
GIVEN:
|
||||
|
||||
@@ -422,6 +422,11 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
|
||||
json.dumps(
|
||||
{
|
||||
"assign_title": "",
|
||||
"assign_custom_fields": [self.cf1.id, self.cf2.id],
|
||||
"assign_custom_fields_values": {
|
||||
str(self.cf1.id): "",
|
||||
str(self.cf2.id): 0,
|
||||
},
|
||||
},
|
||||
),
|
||||
content_type="application/json",
|
||||
@@ -429,6 +434,10 @@ class TestApiWorkflows(DirectoriesMixin, APITestCase):
|
||||
self.assertEqual(response.status_code, status.HTTP_201_CREATED)
|
||||
action = WorkflowAction.objects.get(id=response.data["id"])
|
||||
self.assertIsNone(action.assign_title)
|
||||
self.assertEqual(
|
||||
action.assign_custom_fields_values,
|
||||
{str(self.cf1.id): None, str(self.cf2.id): 0},
|
||||
)
|
||||
|
||||
response = self.client.post(
|
||||
self.ENDPOINT_TRIGGERS,
|
||||
|
||||
@@ -2000,6 +2000,55 @@ class TestWorkflows(
|
||||
r"Doc added in \w{3,}",
|
||||
) # Match any 3-letter month name
|
||||
|
||||
def test_document_updated_workflow_existing_custom_field_empty_value(self) -> None:
|
||||
"""
|
||||
GIVEN:
|
||||
- Existing workflow with UPDATED trigger and action that assigns a custom field
|
||||
with an empty value
|
||||
WHEN:
|
||||
- Document is updated that already contains the field with a value
|
||||
THEN:
|
||||
- The existing value is left untouched, see GH #13627
|
||||
"""
|
||||
trigger = WorkflowTrigger.objects.create(
|
||||
type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
|
||||
filter_has_document_type=self.dt,
|
||||
)
|
||||
action = WorkflowAction.objects.create()
|
||||
action.assign_custom_fields.add(self.cf1)
|
||||
action.assign_custom_fields_values = {self.cf1.pk: ""}
|
||||
action.save()
|
||||
w = Workflow.objects.create(
|
||||
name="Workflow 1",
|
||||
order=0,
|
||||
)
|
||||
w.triggers.add(trigger)
|
||||
w.actions.add(action)
|
||||
w.save()
|
||||
|
||||
doc = Document.objects.create(
|
||||
title="sample test",
|
||||
correspondent=self.c,
|
||||
original_filename="sample.pdf",
|
||||
)
|
||||
CustomFieldInstance.objects.create(
|
||||
document=doc,
|
||||
field=self.cf1,
|
||||
value_text="existing value",
|
||||
)
|
||||
|
||||
superuser = User.objects.create_superuser("superuser")
|
||||
self.client.force_authenticate(user=superuser)
|
||||
|
||||
self.client.patch(
|
||||
f"/api/documents/{doc.id}/",
|
||||
{"document_type": self.dt.id},
|
||||
format="json",
|
||||
)
|
||||
|
||||
doc.refresh_from_db()
|
||||
self.assertEqual(doc.custom_fields.get(field=self.cf1).value, "existing value")
|
||||
|
||||
def test_document_updated_workflow_existing_custom_field(self) -> None:
|
||||
"""
|
||||
GIVEN:
|
||||
|
||||
@@ -105,7 +105,8 @@ def apply_assignment_to_document(
|
||||
field=field,
|
||||
document=document,
|
||||
).first()
|
||||
if instance and args[value_field_name] is not None:
|
||||
# empty string is indistinguishable from no value in the UI
|
||||
if instance and args[value_field_name] not in (None, ""):
|
||||
setattr(instance, value_field_name, args[value_field_name])
|
||||
instance.save()
|
||||
elif not instance:
|
||||
|
||||
@@ -185,30 +185,6 @@ class GeneralConfig(BaseConfig):
|
||||
self.app_logo = app_config.app_logo.url if app_config.app_logo else None
|
||||
|
||||
|
||||
@dataclasses.dataclass
|
||||
class RemoteOCRConfig(BaseConfig):
|
||||
"""
|
||||
Settings for the remote (cloud) OCR parser
|
||||
"""
|
||||
|
||||
remote_ocr_engine: str | None = dataclasses.field(init=False)
|
||||
remote_ocr_api_key: str | None = dataclasses.field(init=False)
|
||||
remote_ocr_endpoint: str | None = dataclasses.field(init=False)
|
||||
|
||||
def __post_init__(self) -> None:
|
||||
app_config = self._get_config_instance()
|
||||
|
||||
self.remote_ocr_engine = (
|
||||
app_config.remote_ocr_engine or settings.REMOTE_OCR_ENGINE
|
||||
)
|
||||
self.remote_ocr_api_key = (
|
||||
app_config.remote_ocr_api_key or settings.REMOTE_OCR_API_KEY
|
||||
)
|
||||
self.remote_ocr_endpoint = (
|
||||
app_config.remote_ocr_endpoint or settings.REMOTE_OCR_ENDPOINT
|
||||
)
|
||||
|
||||
|
||||
@dataclasses.dataclass
|
||||
class AIConfig(BaseConfig):
|
||||
"""
|
||||
|
||||
@@ -1,44 +0,0 @@
|
||||
# Generated by Django 5.2.16 on 2026-08-10 14:37
|
||||
|
||||
from django.db import migrations
|
||||
from django.db import models
|
||||
|
||||
|
||||
class Migration(migrations.Migration):
|
||||
dependencies = [
|
||||
("paperless", "0013_applicationconfiguration_llm_request_timeout"),
|
||||
]
|
||||
|
||||
operations = [
|
||||
migrations.AddField(
|
||||
model_name="applicationconfiguration",
|
||||
name="remote_ocr_api_key",
|
||||
field=models.CharField(
|
||||
blank=True,
|
||||
max_length=1024,
|
||||
null=True,
|
||||
verbose_name="Sets the remote OCR API key",
|
||||
),
|
||||
),
|
||||
migrations.AddField(
|
||||
model_name="applicationconfiguration",
|
||||
name="remote_ocr_endpoint",
|
||||
field=models.CharField(
|
||||
blank=True,
|
||||
max_length=256,
|
||||
null=True,
|
||||
verbose_name="Sets the remote OCR endpoint",
|
||||
),
|
||||
),
|
||||
migrations.AddField(
|
||||
model_name="applicationconfiguration",
|
||||
name="remote_ocr_engine",
|
||||
field=models.CharField(
|
||||
blank=True,
|
||||
choices=[("azureai", "Azure AI Document Intelligence")],
|
||||
max_length=32,
|
||||
null=True,
|
||||
verbose_name="Sets the remote OCR engine",
|
||||
),
|
||||
),
|
||||
]
|
||||
@@ -74,14 +74,6 @@ class ColorConvertChoices(models.TextChoices):
|
||||
CMYK = ("CMYK", _("CMYK"))
|
||||
|
||||
|
||||
class RemoteOCREngine(models.TextChoices):
|
||||
"""
|
||||
Matches to PAPERLESS_REMOTE_OCR_ENGINE
|
||||
"""
|
||||
|
||||
AZURE_AI = ("azureai", _("Azure AI Document Intelligence"))
|
||||
|
||||
|
||||
class LLMEmbeddingBackend(models.TextChoices):
|
||||
OPENAI_LIKE = ("openai-like", _("OpenAI-compatible"))
|
||||
HUGGINGFACE = ("huggingface", _("Huggingface"))
|
||||
@@ -294,35 +286,6 @@ class ApplicationConfiguration(AbstractSingletonModel):
|
||||
null=True,
|
||||
)
|
||||
|
||||
"""
|
||||
Settings for the remote OCR parser
|
||||
"""
|
||||
|
||||
# PAPERLESS_REMOTE_OCR_ENGINE
|
||||
remote_ocr_engine = models.CharField(
|
||||
verbose_name=_("Sets the remote OCR engine"),
|
||||
blank=True,
|
||||
null=True,
|
||||
max_length=32,
|
||||
choices=RemoteOCREngine.choices,
|
||||
)
|
||||
|
||||
# PAPERLESS_REMOTE_OCR_API_KEY
|
||||
remote_ocr_api_key = models.CharField(
|
||||
verbose_name=_("Sets the remote OCR API key"),
|
||||
blank=True,
|
||||
null=True,
|
||||
max_length=1024,
|
||||
)
|
||||
|
||||
# PAPERLESS_REMOTE_OCR_ENDPOINT
|
||||
remote_ocr_endpoint = models.CharField(
|
||||
verbose_name=_("Sets the remote OCR endpoint"),
|
||||
blank=True,
|
||||
null=True,
|
||||
max_length=256,
|
||||
)
|
||||
|
||||
"""
|
||||
AI related settings
|
||||
"""
|
||||
|
||||
@@ -3,7 +3,9 @@ Built-in remote-OCR document parser.
|
||||
|
||||
Handles documents by sending them to a configured remote OCR engine
|
||||
(currently Azure AI Vision / Document Intelligence) and retrieving both
|
||||
the extracted text and a searchable PDF with an embedded text layer.
|
||||
the extracted text and a searchable PDF with an embedded text layer. For
|
||||
born-digital PDFs that need no archive copy, the remote call is skipped
|
||||
entirely in favor of locally-extracted text (see ``RemoteDocumentParser.parse``).
|
||||
|
||||
When no engine is configured, ``score()`` returns ``None`` so the parser
|
||||
is effectively invisible to the registry — the tesseract parser handles
|
||||
@@ -22,6 +24,8 @@ from typing import Self
|
||||
from django.conf import settings
|
||||
|
||||
from documents.parsers import ParseError
|
||||
from paperless.parsers.utils import extract_pdf_text
|
||||
from paperless.parsers.utils import post_process_text
|
||||
from paperless.version import __full_version_str__
|
||||
|
||||
if TYPE_CHECKING:
|
||||
@@ -57,18 +61,6 @@ class RemoteEngineConfig:
|
||||
self.api_key = api_key
|
||||
self.endpoint = endpoint
|
||||
|
||||
@classmethod
|
||||
def from_app_config(cls) -> Self:
|
||||
"""Build the config from the app config, falling back to the env."""
|
||||
from paperless.config import RemoteOCRConfig
|
||||
|
||||
app_config = RemoteOCRConfig()
|
||||
return cls(
|
||||
engine=app_config.remote_ocr_engine,
|
||||
api_key=app_config.remote_ocr_api_key,
|
||||
endpoint=app_config.remote_ocr_endpoint,
|
||||
)
|
||||
|
||||
def engine_is_valid(self) -> bool:
|
||||
"""Return True when the engine is known and fully configured."""
|
||||
return (
|
||||
@@ -82,8 +74,11 @@ class RemoteDocumentParser:
|
||||
"""Parse documents via a remote OCR API (currently Azure AI Vision).
|
||||
|
||||
This parser sends documents to a remote engine that returns both
|
||||
extracted text and a searchable PDF with an embedded text layer.
|
||||
It does not depend on Tesseract or ocrmypdf.
|
||||
extracted text and a searchable PDF with an embedded text layer,
|
||||
except when ``parse()`` is called with ``produce_archive=False`` for
|
||||
a PDF, in which case the remote call is skipped and only locally
|
||||
extracted text is returned (no archive). It does not depend on
|
||||
Tesseract or ocrmypdf.
|
||||
|
||||
Class attributes
|
||||
----------------
|
||||
@@ -150,7 +145,11 @@ class RemoteDocumentParser:
|
||||
20 when the remote engine is configured and the MIME type is
|
||||
supported, otherwise None.
|
||||
"""
|
||||
config = RemoteEngineConfig.from_app_config()
|
||||
config = RemoteEngineConfig(
|
||||
engine=settings.REMOTE_OCR_ENGINE,
|
||||
api_key=settings.REMOTE_OCR_API_KEY,
|
||||
endpoint=settings.REMOTE_OCR_ENDPOINT,
|
||||
)
|
||||
if not config.engine_is_valid():
|
||||
return None
|
||||
if mime_type not in _SUPPORTED_MIME_TYPES:
|
||||
@@ -168,8 +167,11 @@ class RemoteDocumentParser:
|
||||
Returns
|
||||
-------
|
||||
bool
|
||||
Always True — the remote engine always returns a PDF with an
|
||||
embedded text layer that serves as the archive copy.
|
||||
Always True — the remote engine is capable of returning a PDF
|
||||
with an embedded text layer to serve as the archive copy.
|
||||
Whether it actually does so for a given document depends on
|
||||
``produce_archive`` passed to :meth:`parse` (see there for when
|
||||
the remote engine call, and thus archive generation, is skipped).
|
||||
"""
|
||||
return True
|
||||
|
||||
@@ -226,6 +228,12 @@ class RemoteDocumentParser:
|
||||
) -> None:
|
||||
"""Send the document to the remote engine and store results.
|
||||
|
||||
When *produce_archive* is False for a PDF, the caller (via
|
||||
``documents.consumer.should_produce_archive``) has already determined
|
||||
that the document is born-digital and needs no archive — skip the
|
||||
remote engine entirely rather than re-OCRing it and creating a
|
||||
duplicate text layer.
|
||||
|
||||
Parameters
|
||||
----------
|
||||
document_path:
|
||||
@@ -233,10 +241,14 @@ class RemoteDocumentParser:
|
||||
mime_type:
|
||||
Detected MIME type of the document.
|
||||
produce_archive:
|
||||
Ignored — the remote engine always returns a searchable PDF,
|
||||
which is stored as the archive copy regardless of this flag.
|
||||
Whether an archive copy is wanted. For PDFs, False skips the
|
||||
remote engine and uses locally-extracted text instead.
|
||||
"""
|
||||
config = RemoteEngineConfig.from_app_config()
|
||||
config = RemoteEngineConfig(
|
||||
engine=settings.REMOTE_OCR_ENGINE,
|
||||
api_key=settings.REMOTE_OCR_API_KEY,
|
||||
endpoint=settings.REMOTE_OCR_ENDPOINT,
|
||||
)
|
||||
|
||||
if not config.engine_is_valid():
|
||||
logger.warning(
|
||||
@@ -245,6 +257,16 @@ class RemoteDocumentParser:
|
||||
self._text = ""
|
||||
return
|
||||
|
||||
if not produce_archive and mime_type == "application/pdf":
|
||||
logger.debug(
|
||||
"Remote OCR: skipped — no archive requested, "
|
||||
"using locally-extracted text",
|
||||
)
|
||||
self._text = (
|
||||
post_process_text(extract_pdf_text(document_path, log=logger)) or ""
|
||||
)
|
||||
return
|
||||
|
||||
if config.engine == "azureai":
|
||||
self._text = self._azure_ai_vision_parse(document_path, config)
|
||||
|
||||
|
||||
@@ -219,13 +219,6 @@ class ApplicationConfigurationSerializer(
|
||||
allow_null=True,
|
||||
max_length=1024,
|
||||
)
|
||||
remote_ocr_api_key = ObfuscatedPasswordField(
|
||||
required=False,
|
||||
allow_null=True,
|
||||
max_length=1024,
|
||||
)
|
||||
|
||||
OBFUSCATED_FIELDS = ("llm_api_key", "remote_ocr_api_key")
|
||||
|
||||
def run_validation(self, data):
|
||||
# Empty strings treated as None to avoid unexpected behavior
|
||||
@@ -237,13 +230,11 @@ class ApplicationConfigurationSerializer(
|
||||
data["language"] = None
|
||||
if "llm_output_language" in data and data["llm_output_language"] == "":
|
||||
data["llm_output_language"] = None
|
||||
for field in self.OBFUSCATED_FIELDS:
|
||||
if field in data and data[field] is not None:
|
||||
if data[field] == "":
|
||||
data[field] = None
|
||||
# Not a real value, don't overwrite the stored one
|
||||
elif len(data[field].replace("*", "")) == 0:
|
||||
del data[field]
|
||||
if "llm_api_key" in data and data["llm_api_key"] is not None:
|
||||
if data["llm_api_key"] == "":
|
||||
data["llm_api_key"] = None
|
||||
elif len(data["llm_api_key"].replace("*", "")) == 0:
|
||||
del data["llm_api_key"]
|
||||
return super().run_validation(data)
|
||||
|
||||
def update(self, instance, validated_data):
|
||||
|
||||
@@ -21,7 +21,6 @@ from unittest.mock import Mock
|
||||
import pytest
|
||||
|
||||
from documents.parsers import ParseError
|
||||
from paperless.models import ApplicationConfiguration
|
||||
from paperless.parsers import ParserContext
|
||||
from paperless.parsers import ParserProtocol
|
||||
from paperless.parsers.remote import RemoteDocumentParser
|
||||
@@ -34,10 +33,6 @@ if TYPE_CHECKING:
|
||||
from pytest_mock import MockerFixture
|
||||
|
||||
|
||||
# Remote ocr config from ApplicationConfiguration needs DB access
|
||||
pytestmark = pytest.mark.django_db
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Module-local fixtures
|
||||
# ---------------------------------------------------------------------------
|
||||
@@ -232,18 +227,6 @@ class TestRemoteParserScore:
|
||||
score = RemoteDocumentParser.score("application/pdf", "doc.pdf")
|
||||
assert score is not None and score > 10
|
||||
|
||||
@pytest.mark.usefixtures("no_engine_settings")
|
||||
def test_score_uses_app_config_when_env_unset(self) -> None:
|
||||
"""The app config alone is enough to activate the parser."""
|
||||
config = ApplicationConfiguration.objects.first()
|
||||
assert config is not None
|
||||
config.remote_ocr_engine = "azureai"
|
||||
config.remote_ocr_api_key = "app-config-key"
|
||||
config.remote_ocr_endpoint = "https://config.cognitiveservices.azure.com"
|
||||
config.save()
|
||||
|
||||
assert RemoteDocumentParser.score("application/pdf", "doc.pdf") == 20
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Properties
|
||||
@@ -354,6 +337,117 @@ class TestRemoteParserParse:
|
||||
assert remote_parser.get_date() is None
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# parse() — produce_archive=False skips the remote engine (PDFs only)
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
class TestRemoteParserSkipsWhenNoArchiveWanted:
|
||||
"""When the caller has already decided no archive is needed for a PDF
|
||||
(documents.consumer.should_produce_archive), the remote engine call is
|
||||
skipped entirely in favor of locally-extracted text.
|
||||
"""
|
||||
|
||||
def test_pdf_skips_azure_when_no_archive_requested(
|
||||
self,
|
||||
remote_parser: RemoteDocumentParser,
|
||||
simple_digital_pdf_file: Path,
|
||||
azure_client: Mock,
|
||||
) -> None:
|
||||
"""
|
||||
GIVEN: produce_archive=False for a PDF
|
||||
WHEN: parse() is called
|
||||
THEN: Azure is never invoked, no archive is produced, and text
|
||||
comes from local pdftotext extraction
|
||||
"""
|
||||
remote_parser.parse(
|
||||
simple_digital_pdf_file,
|
||||
"application/pdf",
|
||||
produce_archive=False,
|
||||
)
|
||||
|
||||
azure_client.begin_analyze_document.assert_not_called()
|
||||
assert remote_parser.get_archive_path() is None
|
||||
assert remote_parser.get_text() != ""
|
||||
|
||||
def test_pdf_no_archive_requested_text_matches_local_extraction(
|
||||
self,
|
||||
remote_parser: RemoteDocumentParser,
|
||||
simple_digital_pdf_file: Path,
|
||||
azure_client: Mock,
|
||||
mocker: MockerFixture,
|
||||
) -> None:
|
||||
"""
|
||||
GIVEN: produce_archive=False for a PDF
|
||||
WHEN: parse() is called
|
||||
THEN: the returned text is exactly the locally-extracted text,
|
||||
not anything from the (unused) Azure mock
|
||||
"""
|
||||
mocker.patch(
|
||||
"paperless.parsers.remote.extract_pdf_text",
|
||||
return_value="Local digital text.",
|
||||
)
|
||||
|
||||
remote_parser.parse(
|
||||
simple_digital_pdf_file,
|
||||
"application/pdf",
|
||||
produce_archive=False,
|
||||
)
|
||||
|
||||
assert remote_parser.get_text() == "Local digital text."
|
||||
|
||||
def test_pdf_no_archive_requested_closes_no_client(
|
||||
self,
|
||||
remote_parser: RemoteDocumentParser,
|
||||
simple_digital_pdf_file: Path,
|
||||
azure_client: Mock,
|
||||
) -> None:
|
||||
remote_parser.parse(
|
||||
simple_digital_pdf_file,
|
||||
"application/pdf",
|
||||
produce_archive=False,
|
||||
)
|
||||
|
||||
azure_client.close.assert_not_called()
|
||||
|
||||
def test_non_pdf_still_calls_azure_when_no_archive_requested(
|
||||
self,
|
||||
remote_parser: RemoteDocumentParser,
|
||||
simple_digital_pdf_file: Path,
|
||||
azure_client: Mock,
|
||||
) -> None:
|
||||
"""
|
||||
Images have no local-text fallback, so produce_archive=False does
|
||||
not skip the remote engine for non-PDF MIME types.
|
||||
"""
|
||||
remote_parser.parse(
|
||||
simple_digital_pdf_file,
|
||||
"image/png",
|
||||
produce_archive=False,
|
||||
)
|
||||
|
||||
azure_client.begin_analyze_document.assert_called_once()
|
||||
assert remote_parser.get_text() == _DEFAULT_TEXT
|
||||
|
||||
@pytest.mark.usefixtures("no_engine_settings")
|
||||
def test_unconfigured_engine_takes_precedence_over_skip(
|
||||
self,
|
||||
remote_parser: RemoteDocumentParser,
|
||||
simple_digital_pdf_file: Path,
|
||||
) -> None:
|
||||
"""An unconfigured engine still short-circuits before the
|
||||
produce_archive check, returning empty text as before.
|
||||
"""
|
||||
remote_parser.parse(
|
||||
simple_digital_pdf_file,
|
||||
"application/pdf",
|
||||
produce_archive=False,
|
||||
)
|
||||
|
||||
assert remote_parser.get_text() == ""
|
||||
assert remote_parser.get_archive_path() is None
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# parse() — Azure failure path
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
@@ -1277,8 +1277,6 @@ class TestParserFileTypes:
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
# Remote ocr config from ApplicationConfiguration needs DB access
|
||||
@pytest.mark.django_db
|
||||
class TestRasterisedDocumentParserRegistry:
|
||||
def test_registered_in_defaults(self) -> None:
|
||||
from paperless.parsers.registry import ParserRegistry
|
||||
|
||||
@@ -1,88 +0,0 @@
|
||||
"""Tests for RemoteOCRConfig precedence between app config and Django settings."""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
from typing import TYPE_CHECKING
|
||||
|
||||
import pytest
|
||||
from django.test import override_settings
|
||||
|
||||
from paperless.config import RemoteOCRConfig
|
||||
|
||||
if TYPE_CHECKING:
|
||||
from unittest.mock import MagicMock
|
||||
|
||||
|
||||
@pytest.fixture()
|
||||
def null_app_config(mocker) -> MagicMock:
|
||||
"""Mock ApplicationConfiguration with all fields None → falls back to Django settings."""
|
||||
return mocker.MagicMock(
|
||||
remote_ocr_engine=None,
|
||||
remote_ocr_api_key=None,
|
||||
remote_ocr_endpoint=None,
|
||||
)
|
||||
|
||||
|
||||
@pytest.fixture()
|
||||
def make_remote_ocr_config(mocker):
|
||||
def _make(app_config, **django_settings_overrides):
|
||||
mocker.patch(
|
||||
"paperless.config.BaseConfig._get_config_instance",
|
||||
return_value=app_config,
|
||||
)
|
||||
with override_settings(**django_settings_overrides):
|
||||
return RemoteOCRConfig()
|
||||
|
||||
return _make
|
||||
|
||||
|
||||
class TestRemoteOCRConfig:
|
||||
def test_falls_back_to_settings(
|
||||
self,
|
||||
make_remote_ocr_config,
|
||||
null_app_config,
|
||||
) -> None:
|
||||
cfg = make_remote_ocr_config(
|
||||
null_app_config,
|
||||
REMOTE_OCR_ENGINE="azureai",
|
||||
REMOTE_OCR_API_KEY="env-key",
|
||||
REMOTE_OCR_ENDPOINT="https://env.cognitiveservices.azure.com",
|
||||
)
|
||||
assert cfg.remote_ocr_engine == "azureai"
|
||||
assert cfg.remote_ocr_api_key == "env-key"
|
||||
assert cfg.remote_ocr_endpoint == "https://env.cognitiveservices.azure.com"
|
||||
|
||||
def test_app_config_takes_precedence(
|
||||
self,
|
||||
make_remote_ocr_config,
|
||||
mocker,
|
||||
) -> None:
|
||||
app_config = mocker.MagicMock(
|
||||
remote_ocr_engine="azureai",
|
||||
remote_ocr_api_key="db-key",
|
||||
remote_ocr_endpoint="https://db.cognitiveservices.azure.com",
|
||||
)
|
||||
cfg = make_remote_ocr_config(
|
||||
app_config,
|
||||
REMOTE_OCR_ENGINE=None,
|
||||
REMOTE_OCR_API_KEY="env-key",
|
||||
REMOTE_OCR_ENDPOINT="https://env.cognitiveservices.azure.com",
|
||||
)
|
||||
assert cfg.remote_ocr_engine == "azureai"
|
||||
assert cfg.remote_ocr_api_key == "db-key"
|
||||
assert cfg.remote_ocr_endpoint == "https://db.cognitiveservices.azure.com"
|
||||
|
||||
def test_unset_everywhere(
|
||||
self,
|
||||
make_remote_ocr_config,
|
||||
null_app_config,
|
||||
) -> None:
|
||||
cfg = make_remote_ocr_config(
|
||||
null_app_config,
|
||||
REMOTE_OCR_ENGINE=None,
|
||||
REMOTE_OCR_API_KEY=None,
|
||||
REMOTE_OCR_ENDPOINT=None,
|
||||
)
|
||||
assert cfg.remote_ocr_engine is None
|
||||
assert cfg.remote_ocr_api_key is None
|
||||
assert cfg.remote_ocr_endpoint is None
|
||||
Reference in New Issue
Block a user