Perf: avoid unnecessary full-row fetches in batch permission assignment

set_permissions_for_objects now takes a model + pks instead of instances,
and identity filtering resolves straight to ids, so bulk-editing
permissions no longer materializes full Document/User/Group rows just to
read their pk/id. Row construction for bulk_create is also chunked to
bound peak memory for very large "apply to all" operations.

.devcontainer/docker-compose.devcontainer.sqlite-tika.yml

@@ -68,7 +68,7 @@ services:
       - "--chromium-disable-javascript=true"
       - "--chromium-allow-list=file:///tmp/.*"
   tika:
-    image: docker.io/apache/tika:latest
+    image: docker.io/apache/tika:3.3.1.0
     restart: unless-stopped
 volumes:
   data:

.github/workflows/ci-backend.yml

@@ -11,7 +11,7 @@ concurrency:
   group: backend-${{ github.event.pull_request.number || github.ref }}
   cancel-in-progress: true
 env:
-  DEFAULT_UV_VERSION: "0.11.x"
+  DEFAULT_UV_VERSION: "0.12.x"
   NLTK_DATA: "/usr/share/nltk_data"
 permissions: {}
 jobs:

.github/workflows/ci-docs.yml

@@ -11,7 +11,7 @@ concurrency:
 permissions:
   contents: read
 env:
-  DEFAULT_UV_VERSION: "0.11.x"
+  DEFAULT_UV_VERSION: "0.12.x"
   DEFAULT_PYTHON_VERSION: "3.12"
 jobs:
   changes:

.github/workflows/ci-release.yml

@@ -8,7 +8,7 @@ concurrency:
   group: release-${{ github.ref }}
   cancel-in-progress: false
 env:
-  DEFAULT_UV_VERSION: "0.11.x"
+  DEFAULT_UV_VERSION: "0.12.x"
   DEFAULT_PYTHON_VERSION: "3.12"
 permissions: {}
 jobs:

.github/workflows/translate-strings.yml

@@ -4,7 +4,7 @@ on:
     branches:
       - dev
 env:
-  DEFAULT_UV_VERSION: "0.11.x"
+  DEFAULT_UV_VERSION: "0.12.x"
 jobs:
   generate-translate-strings:
     name: Generate Translation Strings

Dockerfile

@@ -30,7 +30,7 @@ RUN set -eux \
 # Purpose: Installs s6-overlay and rootfs
 # Comments:
 #  - Don't leave anything extra in here either
-FROM ghcr.io/astral-sh/uv:0.11.32-python3.12-trixie-slim AS s6-overlay-base
+FROM ghcr.io/astral-sh/uv:0.12.5-python3.14-trixie-slim AS s6-overlay-base
 
 WORKDIR /usr/src/s6
 

docker/compose/docker-compose.mariadb-tika.yml

@@ -81,7 +81,7 @@ services:
       - "--chromium-disable-javascript=true"
       - "--chromium-allow-list=file:///tmp/.*"
   tika:
-    image: docker.io/apache/tika:latest
+    image: docker.io/apache/tika:3.3.1.0
     restart: unless-stopped
 volumes:
   data:

docker/compose/docker-compose.postgres-tika.yml

@@ -76,7 +76,7 @@ services:
       - "--chromium-disable-javascript=true"
       - "--chromium-allow-list=file:///tmp/.*"
   tika:
-    image: docker.io/apache/tika:latest
+    image: docker.io/apache/tika:3.3.1.0
     restart: unless-stopped
 volumes:
   data:

docker/compose/docker-compose.sqlite-tika.yml

@@ -65,7 +65,7 @@ services:
       - "--chromium-disable-javascript=true"
       - "--chromium-allow-list=file:///tmp/.*"
   tika:
-    image: docker.io/apache/tika:latest
+    image: docker.io/apache/tika:3.3.1.0
     restart: unless-stopped
 volumes:
   data:

docker/rootfs/etc/ImageMagick-6/paperless-policy.xml

@@ -68,7 +68,14 @@
   <!-- <policy domain="resource" name="thread" value="4"/> -->
   <!-- <policy domain="resource" name="throttle" value="0"/> -->
   <!-- <policy domain="resource" name="time" value="3600"/> -->
-  <!-- <policy domain="coder" rights="none" pattern="MVG" /> -->
+  <!-- Paperless does not process SVG or ImageMagick scripting formats. -->
+  <policy domain="coder" rights="none" pattern="SVG" />
+  <policy domain="coder" rights="none" pattern="SVGZ" />
+  <policy domain="coder" rights="none" pattern="MSVG" />
+  <policy domain="coder" rights="none" pattern="RSVG" />
+  <policy domain="coder" rights="none" pattern="MSL" />
+  <policy domain="coder" rights="none" pattern="MVG" />
+  <policy domain="coder" rights="none" pattern="EPHEMERAL" />
   <!-- <policy domain="module" rights="none" pattern="{PS,PDF,XPS}" /> -->
   <!-- <policy domain="delegate" rights="none" pattern="HTTPS" /> -->
   <!-- <policy domain="path" rights="none" pattern="@*" /> -->
@@ -78,8 +85,6 @@
   <!-- <policy domain="system" name="pixel-cache-memory" value="anonymous"/> -->
   <!-- <policy domain="system" name="shred" value="2"/> -->
   <!-- <policy domain="system" name="precision" value="6"/> -->
-  <!-- not needed due to the need to use explicitly by mvg: -->
-  <!-- <policy domain="delegate" rights="none" pattern="MVG" /> -->
   <!-- use curl -->
   <policy domain="delegate" rights="none" pattern="URL" />
   <policy domain="delegate" rights="none" pattern="HTTPS" />

docs/advanced_usage.md

@@ -129,6 +129,10 @@ At a minimum you need to enable AI and choose an LLM backend:
   and/or [`PAPERLESS_AI_LLM_ENDPOINT`](configuration.md#PAPERLESS_AI_LLM_ENDPOINT). Ollama
   requires `PAPERLESS_AI_LLM_ENDPOINT` pointing at your Ollama server.
 
+See the community-maintained wiki page on
+[choosing AI models](https://github.com/paperless-ngx/paperless-ngx/wiki/AI-Model-Recommendations)
+for suggested generation and embedding models.
+
 ### AI-assisted suggestions
 
 With AI enabled, Paperless-ngx can suggest a title, tags, correspondent, document type,
@@ -808,7 +812,8 @@ Third-party parser plugins extend Paperless-ngx to support additional file
 formats. A plugin is a Python package that advertises itself under the
 `paperless_ngx.parsers` entry point group. Refer to the
 [developer documentation](development.md#making-custom-parsers) for how to
-create one.
+create one, or see the wiki for a community-maintained list of
+[parser plugins](https://github.com/paperless-ngx/paperless-ngx/wiki/Related-Projects#parser-plugins).
 
 !!! warning "Third-party plugins are not officially supported"
 

docs/api.md

@@ -227,6 +227,7 @@ Version-aware endpoints:
 - `PATCH /api/documents/{id}/`: content updates target the selected version (`?version={version_id}`) or latest version by default; non-content metadata updates target the root document.
 - `GET /api/documents/{id}/download/`, `GET /api/documents/{id}/preview/`, `GET /api/documents/{id}/thumb/`, `GET /api/documents/{id}/metadata/`: accept `?version={version_id}`.
 - `POST /api/documents/{id}/update_version/`: uploads a new version using multipart form field `document` and optional `version_label`.
+- `POST /api/documents/merge_as_versions/`: merges existing top-level documents as versions of a selected root. The JSON body must contain `documents` (at least two document IDs) and `root_document_id` (one of those IDs). When merging one source document, an optional `version_label` may be provided.
 - `PATCH /api/documents/{id}/versions/{version_id}/`: updates the `version_label` of a specific version.
 - `DELETE /api/documents/{root_id}/versions/{version_id}/`: deletes a non-root version.
 

docs/configuration.md

@@ -776,6 +776,24 @@ system. See the corresponding
 
     Defaults to "groups"
 
+#### [`PAPERLESS_SOCIAL_ACCOUNT_SYNC_SUPERUSER_GROUP=<str>`](#PAPERLESS_SOCIAL_ACCOUNT_SYNC_SUPERUSER_GROUP) {#PAPERLESS_SOCIAL_ACCOUNT_SYNC_SUPERUSER_GROUP}
+
+: Allows you to define a group name that, if present in the third-party authentication system's groups claim, will grant the user superuser (admin) and staff status in Paperless-ngx. If the group is not present in the claim, superuser status will be revoked upon next login.
+
+    !!! warning
+        This is a direct reflection of the claim on every login, including the connecting user, with no exemption for the last remaining admin. If the group is missing or misconfigured on the identity provider side, the logged-in user will immediately lose their own superuser access. Fix the group membership or claim mapping on the identity provider to restore it. If the identity provider itself is unreachable or misconfigured and you are locked out, you can recover admin access locally with `manage.py createsuperuser`.
+
+    Defaults to None
+
+#### [`PAPERLESS_SOCIAL_ACCOUNT_SYNC_STAFF_GROUP=<str>`](#PAPERLESS_SOCIAL_ACCOUNT_SYNC_STAFF_GROUP) {#PAPERLESS_SOCIAL_ACCOUNT_SYNC_STAFF_GROUP}
+
+: Allows you to define a group name that, if present in the third-party authentication system's groups claim, will grant the user staff status in Paperless-ngx. If the group is not present in the claim and the user is not a superuser, staff status will be revoked upon next login.
+
+    !!! warning
+        As with [`PAPERLESS_SOCIAL_ACCOUNT_SYNC_SUPERUSER_GROUP`](#PAPERLESS_SOCIAL_ACCOUNT_SYNC_SUPERUSER_GROUP), this is applied on every login unconditionally, including for the connecting user themselves.
+
+    Defaults to None
+
 #### [`PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS=<comma-separated-list>`](#PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS) {#PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS}
 
 : A list of group names that users who signup via social accounts will be added to upon signup. Groups listed here must already exist.
@@ -1197,7 +1215,7 @@ should be a valid crontab(5) expression describing when to run.
 
 : If set to the string "disable", no emails will be fetched automatically.
 
-    Defaults to `*/10 * * * *` or every ten minutes.
+    Defaults to every ten minutes, with an installation-specific minute offset.
 
 #### [`PAPERLESS_TRAIN_TASK_CRON=<cron expression>`](#PAPERLESS_TRAIN_TASK_CRON) {#PAPERLESS_TRAIN_TASK_CRON}
 
@@ -2070,6 +2088,8 @@ suggestions. This setting is required to be set to true in order to use the AI f
 models supported by the current embedding backend. If not supplied, defaults to
 "text-embedding-3-small" for the OpenAI-compatible backend,
 "sentence-transformers/all-MiniLM-L6-v2" for Huggingface, and "embeddinggemma" for Ollama.
+See [choosing AI models](https://github.com/paperless-ngx/paperless-ngx/wiki/AI-Model-Recommendations)
+for language and resource considerations.
 
     Defaults to None.
 
@@ -2126,6 +2146,8 @@ setting is required to be set to use the AI features.
 : The model to use for the AI backend, i.e. "gpt-3.5-turbo", "gpt-4" or any of the models supported
 by the current backend. If not supplied, defaults to "gpt-3.5-turbo" for the OpenAI-compatible
 backend and "llama3.1" for Ollama.
+See [choosing AI models](https://github.com/paperless-ngx/paperless-ngx/wiki/AI-Model-Recommendations)
+for local versus remote and model-size considerations.
 
     Defaults to None.
 

docs/migration-v3.md

@@ -156,7 +156,7 @@ The new settings are independent:
 
 ### Database configuration
 
-If you changed OCR settings via the admin UI (ApplicationConfiguration), the database values are **migrated automatically** during the upgrade. `mode` values (`skip` / `skip_noarchive`) are mapped to their new equivalents and `skip_archive_file` values are converted to the new `archive_file_generation` field. After upgrading, review the OCR settings in the admin UI to confirm the migrated values match your intent.
+If you changed OCR settings via the admin UI (ApplicationConfiguration), the database values are **migrated automatically** during the upgrade. `mode` values (`skip` / `skip_noarchive`) are mapped to their new equivalents and explicit `skip_archive_file` values are converted to the new `archive_file_generation` field. Users who relied on the old defaults must set `archive_file_generation` to `always` to preserve the v2 behaviour of always creating an archive. After upgrading, review the OCR settings in the admin UI to confirm the migrated values match your intent.
 
 ### Action Required
 
@@ -165,8 +165,9 @@ Remove any `PAPERLESS_OCR_SKIP_ARCHIVE_FILE` variable from your environment. If
 ```bash
 # v2: skip OCR when text present, always archive
 PAPERLESS_OCR_MODE=skip
-# v3: equivalent (auto is the new default)
-# No change needed - auto is the default
+# v3: equivalent
+PAPERLESS_OCR_MODE=auto
+PAPERLESS_ARCHIVE_FILE_GENERATION=always
 
 # v2: skip OCR when text present, skip archive too
 PAPERLESS_OCR_MODE=skip_noarchive

docs/setup.md

@@ -416,22 +416,15 @@ to a positive number to enable polling and disable native filesystem notificatio
         You may need to change the path in the files. Example:
         `ExecStart=/opt/paperless/.local/bin/celery --app paperless worker --loglevel INFO`
 
-12. Configure ImageMagick to allow processing of PDF documents. Most
-    distributions have this disabled by default, since PDF documents can
-    contain malware. If you don't do this, Paperless-ngx will fall back to
-    Ghostscript for certain steps such as thumbnail generation.
+12. Configure ImageMagick to allow processing of PDF documents and disable
+    formats that Paperless-ngx does not use. Most distributions disable PDF
+    processing by default, since PDF documents can contain malware. If you
+    don't enable it, Paperless-ngx will fall back to Ghostscript for certain
+    steps such as thumbnail generation.
 
-    Edit `/etc/ImageMagick-6/policy.xml` and adjust
-
-    ```
-    <policy domain="coder" rights="none" pattern="PDF" />
-    ```
-
-    to
-
-    ```
-    <policy domain="coder" rights="read|write" pattern="PDF" />
-    ```
+    Configure the active ImageMagick policy file (commonly
+    `/etc/ImageMagick-6/policy.xml` or `/etc/ImageMagick-7/policy.xml`) and
+    adjust similar to [the docker policy file](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/refs/heads/main/docker/rootfs/etc/ImageMagick-6/paperless-policy.xml). You should also include restrictions as noted there.
 
 **Optional: Install the [jbig2enc](https://ocrmypdf.readthedocs.io/en/latest/jbig2.html) encoder.**
 This will reduce the size of generated PDF documents. You'll most likely need to compile this yourself, because this

docs/usage.md

@@ -99,6 +99,10 @@ Think of versions as **file history** for a document.
 - By default, search and document content use the latest version.
 - In document detail, selecting a version switches the preview, file metadata and content (and download etc buttons) to that version.
 - Deleting a non-root version keeps metadata and falls back to the latest remaining version.
+- From the document list, select two or more documents and choose **Merge as versions** to combine them under one entry. Select the root document whose metadata and permissions should be retained; the other selected documents become file versions. The root may already have versions, but documents being added as versions must not have version histories of their own.
+- From a document's **Versions** menu, choose **Existing** to search for another document and add it as a version of the current document.
+- Documents merged as versions give up their archive serial number. If the root has no ASN of its own it takes the first one, otherwise the ASNs are released and the removal is logged.
+- Merging as versions cannot be undone from the UI, and deleting the root document moves its versions to the trash as well.
 
 ### Management Lists
 

paperless.conf.example

@@ -34,6 +34,8 @@ PAPERLESS_SECRET_KEY=change-me
 #PAPERLESS_AUTO_LOGIN_USERNAME=
 #PAPERLESS_COOKIE_PREFIX=
 #PAPERLESS_ENABLE_HTTP_REMOTE_USER=false
+#PAPERLESS_SOCIAL_ACCOUNT_SYNC_SUPERUSER_GROUP=
+#PAPERLESS_SOCIAL_ACCOUNT_SYNC_STAFF_GROUP=
 
 # OCR settings
 

pyproject.toml

@@ -84,9 +84,9 @@ mariadb = [
   "mysqlclient~=2.2.7",
 ]
 postgres = [
-  "psycopg[c,pool]==3.3",
+  "psycopg[c,pool]==3.3.4",
   # Direct dependency for proper resolution of the pre-built wheels
-  "psycopg-c==3.3",
+  "psycopg-c==3.3.4",
   "psycopg-pool==3.3.1",
 ]
 webserver = [
@@ -160,8 +160,10 @@ explicit = true
 [tool.uv.sources]
 # Markers are chosen to select these almost exclusively when building the Docker image
 psycopg-c = [
-  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.0/psycopg_c-3.3.0-cp312-cp312-linux_x86_64.whl", marker = "sys_platform == 'linux' and platform_machine == 'x86_64' and python_version == '3.12'" },
-  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.0/psycopg_c-3.3.0-cp312-cp312-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.12'" },
+  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.4/psycopg_c-3.3.4-cp312-cp312-linux_x86_64.whl", marker = "sys_platform == 'linux' and platform_machine == 'x86_64' and python_version == '3.12'" },
+  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.4/psycopg_c-3.3.4-cp312-cp312-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.12'" },
+  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.4/psycopg_c-3.3.4-cp314-cp314-linux_x86_64.whl", marker = "sys_platform == 'linux' and platform_machine == 'x86_64' and python_version == '3.14'" },
+  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.4/psycopg_c-3.3.4-cp314-cp314-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.14'" },
 ]
 torch = [
   { index = "pytorch-cpu" },

src-ui/e2e/document-detail/document-detail.spec.ts

@@ -33,7 +33,7 @@ test('should warn on unsaved changes', async ({ page }) => {
   await page.getByRole('button', { name: 'Close', exact: true }).click()
   await expect(page.getByRole('dialog')).toHaveText(/unsaved changes/)
   await page.getByRole('button', { name: 'Cancel' }).click()
-  await page.getByRole('link', { name: 'Close all' }).click()
+  await page.getByRole('button', { name: 'Close all' }).click()
   await expect(page.getByRole('dialog')).toHaveText(/unsaved changes/)
 })
 

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

@@ -89,7 +89,7 @@
         </div>
       </div>
       @if (filterText?.length) {
-        <button class="btn btn-link btn-sm px-2 position-absolute top-0 end-0 z-10" (click)="resetFilter()">
+        <button class="btn btn-link btn-sm px-2 position-absolute top-0 end-0 z-10" (click)="resetFilter()" aria-label="Clear search" i18n-aria-label>
           <i-bs width="1em" height="1em" name="x"></i-bs>
         </button>
       }
@@ -208,7 +208,7 @@
               </td>
             }
             <td class="d-lg-none">
-              <button class="btn btn-link" (click)="expandTask(task); $event.stopPropagation();">
+              <button class="btn btn-link" (click)="expandTask(task); $event.stopPropagation();" aria-label="View task details" i18n-aria-label>
                 <i-bs width="1.2em" height="1.2em" name="info-circle"></i-bs>
               </button>
             </td>

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

@@ -18,9 +18,11 @@
     </button>
 </pngx-page-header>
 
-<div class="row mb-3">
-    <ngb-pagination class="col-auto" [pageSize]="25" [collectionSize]="totalDocuments()" [page]="page()" [maxSize]="5" (pageChange)="page.set($event); reload()" size="sm" aria-label="Pagination"></ngb-pagination>
-</div>
+@if (totalDocuments() > 25) {
+    <div class="row mb-3">
+        <ngb-pagination class="col-auto" [pageSize]="25" [collectionSize]="totalDocuments()" [page]="page()" [maxSize]="5" (pageChange)="page.set($event); reload()" size="sm" aria-label="Pagination"></ngb-pagination>
+    </div>
+}
 
 <div class="card border table-responsive mb-3">
     <table class="table table-striped align-middle shadow-sm mb-0">
@@ -64,7 +66,7 @@
                     <td scope="row">
                     <div class="btn-group d-block d-sm-none">
                         <div ngbDropdown container="body" class="d-inline-block">
-                        <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle>
+                        <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle aria-label="Actions" i18n-aria-label>
                             <i-bs name="three-dots-vertical"></i-bs>
                         </button>
                         <div ngbDropdownMenu aria-labelledby="actionsMenuMobile">

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

@@ -4,27 +4,34 @@
     (click)="closeMobileSearch(); toggleMenuCollapsed()">
     <span class="navbar-toggler-icon"></span>
   </button>
-  <a class="navbar-brand d-flex align-items-center me-0 px-3 py-3 order-sm-0"
-    [ngClass]="{ 'slim': slimSidebarEnabled, 'col-auto col-md-3 col-lg-2 col-xxxl-1' : !slimSidebarEnabled, 'py-3' : !customAppTitle?.length || slimSidebarEnabled, 'py-2': customAppTitle?.length }"
+  <a class="navbar-brand d-flex align-items-center me-0 ps-md-3 py-0 order-sm-0"
+    [ngClass]="{ 'slim': slimSidebarEnabled, '' : !slimSidebarEnabled }"
     routerLink="/dashboard"
     tourAnchor="tour.intro">
-    <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1000 1000" width="1.5em" height="1.5em" fill="currentColor">
-      <path d="M341,949.1c-6.9-20.3-20.7-61.2-21.9-61-199.6-88.9-182.5-229.8-134.3-347.5,30,137.2,268.8,148.9,146.2,336-.9,2.2,10,27.8,19.5,51.3,22.7-51.9,58.6-115.5,55.8-120.8C178,398.7,724.9,299,807.1,18.5c83,251.5,53.1,659.8-377.4,814.9-2,1.4-63.5,148.6-66.9,150.2-.2-2.1-33.2,2.9-30.1-8.7,1.6-7,4.8-16.2,8.2-25.6h0v-.2h.1ZM323.1,846.2c48.3-71.9-12.7-120.8-56.9-152.2,81.2,107.4,66.4,120.8,56.9,152.2h0Z"/>
-    </svg>
-    <div class="ms-2 ms-md-3 d-inline-block" [class.d-md-none]="slimSidebarEnabled">
-      @if (customAppTitle?.length) {
-        <div class="d-flex flex-column align-items-start custom-title">
-          <span class="title">{{customAppTitle}}</span>
-          <span class="byline text-uppercase font-monospace" i18n>by Paperless-ngx</span>
-        </div>
+    @if (!hasCustomBranding) {
+      <pngx-logo extra_classes="navbar-official-logo px-1" height="2.4rem"></pngx-logo>
+      <svg class="brand-mark brand-mark-slim d-none" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1000 1000" width="1.5em" height="1.5em" fill="currentColor">
+        <path d="M341,949.1c-6.9-20.3-20.7-61.2-21.9-61-199.6-88.9-182.5-229.8-134.3-347.5,30,137.2,268.8,148.9,146.2,336-.9,2.2,10,27.8,19.5,51.3,22.7-51.9,58.6-115.5,55.8-120.8C178,398.7,724.9,299,807.1,18.5c83,251.5,53.1,659.8-377.4,814.9-2,1.4-63.5,148.6-66.9,150.2-.2-2.1-33.2,2.9-30.1-8.7,1.6-7,4.8-16.2,8.2-25.6h0v-.2h.1ZM323.1,846.2c48.3-71.9-12.7-120.8-56.9-152.2,81.2,107.4,66.4,120.8,56.9,152.2h0Z"/>
+      </svg>
+    } @else {
+      @if (customAppLogo) {
+        <img class="brand-logo" [src]="customAppLogo" alt="" />
       } @else {
-        Paperless-ngx
+        <svg class="brand-mark" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1000 1000" width="1.5em" height="1.5em" fill="currentColor">
+          <path d="M341,949.1c-6.9-20.3-20.7-61.2-21.9-61-199.6-88.9-182.5-229.8-134.3-347.5,30,137.2,268.8,148.9,146.2,336-.9,2.2,10,27.8,19.5,51.3,22.7-51.9,58.6-115.5,55.8-120.8C178,398.7,724.9,299,807.1,18.5c83,251.5,53.1,659.8-377.4,814.9-2,1.4-63.5,148.6-66.9,150.2-.2-2.1-33.2,2.9-30.1-8.7,1.6-7,4.8-16.2,8.2-25.6h0v-.2h.1ZM323.1,846.2c48.3-71.9-12.7-120.8-56.9-152.2,81.2,107.4,66.4,120.8,56.9,152.2h0Z"/>
+        </svg>
       }
-    </div>
+      <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>
+    }
   </a>
-  <div class="search-container flex-grow-1 py-2 pb-3 pb-sm-2 px-3 ps-md-4 me-sm-auto order-3 order-sm-1"
+  <div class="search-container flex-grow-1 py-2 pb-3 pb-sm-2 px-3 ps-md-3 me-sm-auto order-3 order-sm-1"
     [class.mobile-hidden]="mobileSearchHidden()">
-    <div class="col-12 col-md-7">
+    <div class="col-12 header-search">
       <pngx-global-search></pngx-global-search>
     </div>
   </div>
@@ -34,7 +41,7 @@
     }
     <pngx-toasts-dropdown></pngx-toasts-dropdown>
     <li ngbDropdown class="nav-item dropdown">
-      <button class="btn ps-1 border-0" id="userDropdown" ngbDropdownToggle>
+      <button class="btn navbar-action border-0" 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}}
@@ -71,7 +78,7 @@
       [ngClass]="slimSidebarEnabled ? 'slim' : 'col-md-3 col-lg-2 col-xxxl-1'" [class.animating]="slimSidebarAnimating()"
       [ngbCollapse]="isMenuCollapsed()">
       @if (canSaveSettings) {
-        <button class="btn btn-sm btn-dark sidebar-slim-toggler" (click)="toggleSlimSidebar()">
+        <button class="btn btn-sm btn-dark sidebar-slim-toggler" (click)="toggleSlimSidebar()" [aria-label]="slimSidebarEnabled ? 'Expand sidebar' : 'Collapse sidebar'" i18n-aria-label>
           @if (slimSidebarEnabled) {
             <i-bs width="0.9em" height="0.9em" name="chevron-double-right"></i-bs>
           } @else {
@@ -79,7 +86,7 @@
           }
         </button>
       }
-      <div class="sidebar-sticky pt-3 d-flex flex-column justify-space-around">
+      <div class="sidebar-sticky pt-3 pb-1 d-flex flex-column justify-space-around">
         <ul class="nav flex-column">
           <li class="nav-item app-link">
             <a class="nav-link" routerLink="dashboard" routerLinkActive="active" (click)="closeMenu()"
@@ -89,7 +96,9 @@
             </a>
           </li>
           <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }">
-            <a class="nav-link" routerLink="documents" routerLinkActive="active" (click)="closeMenu()"
+            <a class="nav-link" routerLink="documents" routerLinkActive="active"
+              [routerLinkActiveOptions]="{ paths: 'exact', queryParams: 'ignored', matrixParams: 'ignored', fragment: 'ignored' }"
+              (click)="closeMenu()"
               ngbPopover="Documents" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
               container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
               <i-bs class="me-2" name="files"></i-bs><span><ng-container i18n>Documents</ng-container></span>
@@ -159,11 +168,12 @@
             }
             @if (openDocuments.length >= 1) {
               <li class="nav-item w-100 app-link">
-                <a class="nav-link app-link" [class.text-truncate]="!slimSidebarEnabled" [routerLink]="[]" (click)="closeAll()"
+                <button type="button" class="nav-link nav-link-action app-link w-100 text-start"
+                  [class.text-truncate]="!slimSidebarEnabled" (click)="closeAll()"
                   ngbPopover="Close all" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
                   container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                   <i-bs class="me-2" name="x"></i-bs><span><ng-container i18n>Close all</ng-container></span>
-                </a>
+                </button>
               </li>
             }
           </ul>
@@ -177,10 +187,11 @@
             @if (canManageAttributes) {
               <li class="nav-item app-link" tourAnchor="tour.tags">
                 <div class="d-flex align-items-center attributes-row">
-                  <a class="nav-link flex-fill" routerLink="attributes" routerLinkActive="active" (click)="closeMenu()"
+                  <a class="nav-link flex-fill" routerLink="attributes" routerLinkActive="active"
+                    [routerLinkActiveOptions]="{ exact: !(slimSidebarEnabled || attributesSectionsCollapsed) }" (click)="closeMenu()"
                     ngbPopover="Attributes" i18n-ngbPopover [disablePopover]="!slimSidebarEnabled" placement="end"
                     container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
-                    <i-bs class="me-2" name="stack"></i-bs><span><ng-container i18n>Attributes</ng-container></span>
+                    <i-bs name="stack"></i-bs><span class="ms-2"><ng-container i18n>Attributes</ng-container></span>
                   </a>
                   @if (!slimSidebarEnabled && canSaveSettings) {
                     <button
@@ -195,32 +206,32 @@
                   }
                 </div>
                 <div
-                  class="attributes-submenu ms-2"
+                  class="attributes-submenu ms-3"
                   [ngbCollapse]="slimSidebarEnabled || attributesSectionsCollapsed"
                 >
                   <ul class="nav flex-column">
                     <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Tag }">
-                      <a class="nav-link py-1" routerLink="attributes/tags" routerLinkActive="active" (click)="closeMenu()">
+                      <a class="nav-link" routerLink="attributes/tags" routerLinkActive="active" (click)="closeMenu()">
                         <i-bs class="me-2" name="tags"></i-bs><span><ng-container i18n>Tags</ng-container></span>
                       </a>
                     </li>
                     <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Correspondent }">
-                      <a class="nav-link py-1" routerLink="attributes/correspondents" routerLinkActive="active" (click)="closeMenu()">
+                      <a class="nav-link" routerLink="attributes/correspondents" routerLinkActive="active" (click)="closeMenu()">
                         <i-bs class="me-2" name="person"></i-bs><span><ng-container i18n>Correspondents</ng-container></span>
                       </a>
                     </li>
                     <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.DocumentType }">
-                      <a class="nav-link py-1" routerLink="attributes/documenttypes" routerLinkActive="active" (click)="closeMenu()">
+                      <a class="nav-link" routerLink="attributes/documenttypes" routerLinkActive="active" (click)="closeMenu()">
                         <i-bs class="me-2" name="hash"></i-bs><span><ng-container i18n>Document types</ng-container></span>
                       </a>
                     </li>
                     <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.StoragePath }">
-                      <a class="nav-link py-1" routerLink="attributes/storagepaths" routerLinkActive="active" (click)="closeMenu()">
+                      <a class="nav-link" routerLink="attributes/storagepaths" routerLinkActive="active" (click)="closeMenu()">
                         <i-bs class="me-2" name="folder"></i-bs><span><ng-container i18n>Storage paths</ng-container></span>
                       </a>
                     </li>
                     <li class="nav-item app-link" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.CustomField }">
-                      <a class="nav-link py-1" routerLink="attributes/customfields" routerLinkActive="active" (click)="closeMenu()">
+                      <a class="nav-link" routerLink="attributes/customfields" routerLinkActive="active" (click)="closeMenu()">
                         <i-bs class="me-2" name="ui-radios"></i-bs><span><ng-container i18n>Custom fields</ng-container></span>
                       </a>
                     </li>
@@ -363,7 +374,7 @@
                         </a>
                       }
                     } @else {
-                      <a  *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.UISettings }" class="small text-decoration-none" routerLink="/settings" fragment="update-checking"
+                      <a  *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.UISettings }" class="small text-decoration-none" routerLink="/settings" fragment="update-checking" aria-label="Configure update checking" i18n-aria-label
                         [ngbPopover]="updateCheckingNotEnabledPopContent" popoverClass="shadow" triggers="mouseenter"
                         container="body">
                         <i-bs width="1.2em" height="1.2em" name="info-circle"></i-bs>

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

@@ -7,8 +7,8 @@
   bottom: 0;
   left: 0;
   z-index: 995; /* Behind the navbar */
-  padding: 50px 0 0; /* Height of navbar */
-  box-shadow: inset -1px 0 0 rgba(0, 0, 0, .1);
+  padding: 64px 0 0; /* Height of navbar */
+  border-right: 1px solid color-mix(in srgb, var(--bs-border-color) 65%, transparent);
   overflow-y: auto;
   --pngx-sidebar-width: 100%;
   max-width: var(--pngx-sidebar-width);
@@ -25,7 +25,7 @@
   }
 
   .view-name {
-    max-width: calc(100% - 50px)
+    max-width: calc(100% - 55px)
   }
 
   .nav-group:not(:has(.app-link)) .sidebar-heading {
@@ -47,7 +47,7 @@
 }
 @media (max-width: 767.98px) {
   .sidebar {
-    top: 3.5rem;
+    top: 4rem;
   }
 
   .search-container {
@@ -71,12 +71,14 @@
 
 main {
   transition: all .2s ease;
-  padding-top: 110px;
+  padding-top: 118px;
+  background: var(--pngx-bg-darker);
+  min-height: 100vh;
 }
 
 @media (min-width: 768px) {
   main {
-    padding-top: 56px;
+    padding-top: 64px;
   }
 }
 
@@ -91,7 +93,7 @@ main {
 
 @media(min-width: 768px) {
   .sidebar.slim {
-    max-width: 50px;
+    max-width: 55px;
 
     li.nav-item span.badge {
       display: inline-block;
@@ -150,7 +152,7 @@ main {
     display: block;
     position: fixed;
     left: calc(var(--pngx-sidebar-width) - 12px);
-    top: 60px;
+    top: 72px;
     z-index: 996;
     --bs-btn-padding-x: 0.35rem;
     --bs-btn-padding-y: 0.125rem;
@@ -158,7 +160,7 @@ main {
   }
 
   .sidebar.slim .sidebar-slim-toggler {
-    --pngx-sidebar-width: 50px !important;
+    --pngx-sidebar-width: 56px !important;
   }
 }
 
@@ -171,7 +173,7 @@ main {
   position: relative;
   top: 0;
   height: 100%;
-  padding-top: 0.5rem;
+  padding: .75rem .5rem 1rem;
   overflow-x: hidden;
   overflow-y: auto; /* Scrollable contents if viewport is shorter than content. */
   min-height: min-content;
@@ -186,11 +188,14 @@ main {
 .sidebar .nav-link {
   font-weight: 500;
   white-space: nowrap;
-  border-left: 2px solid transparent;
-  transition: color .15s ease-in-out;
+  border-radius: .55rem;
+  margin: 1px 0;
+  padding: .55rem .7rem;
+  transition: color .15s ease-in-out, background-color .15s ease-in-out;
 
-  &:hover, &.active, &:focus {
+  &:hover, &:focus {
     color: var(--bs-primary);
+    background-color: color-mix(in srgb, var(--bs-primary) 8%, transparent);
   }
 
   &:focus-visible {
@@ -199,8 +204,21 @@ main {
   }
 
   &.active {
-    font-weight: bold;
-    border-left-color: var(--bs-primary);
+    font-weight: 600;
+    color: var(--bs-primary);
+    background-color: color-mix(in srgb, var(--bs-primary) 13%, transparent);
+  }
+
+  &.nav-link-action {
+    color: var(--bs-secondary-color);
+    font-weight: 400;
+    background-color: transparent;
+
+    &:hover,
+    &:focus {
+      color: var(--bs-primary);
+      background-color: transparent;
+    }
   }
 
   i-bs {
@@ -209,20 +227,45 @@ main {
   }
 }
 
-// sub-page gets marker only
-.nav-item:has(.attributes-submenu.show .nav-link.active) > .attributes-row > .nav-link.active {
-  border-left-color: transparent;
-}
+.attributes-row {
+  border-radius: .55rem;
+  margin: .1rem 0;
+  transition: color .15s ease-in-out, background-color .15s ease-in-out;
 
-// bring sub-menu markers back out to L edge
-.attributes-submenu .nav-link {
-  margin-left: -0.5rem;
-  padding-left: calc(var(--bs-nav-link-padding-x) + 0.5rem);
+  > .nav-link {
+    margin: 0;
+
+    &:hover,
+    &:focus,
+    &.active {
+      background-color: transparent;
+    }
+  }
+
+  &:hover,
+  &:has(> .nav-link:focus-visible) {
+    background-color: color-mix(in srgb, var(--bs-primary) 8%, transparent);
+  }
+
+  &:has(> .nav-link.active) {
+    background-color: color-mix(in srgb, var(--bs-primary) 13%, transparent);
+  }
 }
 
 .attributes-row .attributes-expand-btn {
   opacity: 0.2;
+  width: 1.75rem;
+  height: 1.75rem;
+  margin-right: .35rem !important;
+  border-radius: 50%;
+  box-shadow: none !important;
   transition: opacity 0.15s ease-in-out;
+
+  &:focus-visible {
+    outline: 2px solid color-mix(in srgb, var(--bs-primary) 55%, transparent);
+    outline-offset: 1px;
+    opacity: 1;
+  }
 }
 
 .attributes-row:hover .attributes-expand-btn {
@@ -230,8 +273,10 @@ main {
 }
 
 .sidebar-heading {
-  font-size: 0.75rem;
+  font-size: 0.68rem;
   text-transform: uppercase;
+  font-weight: 700;
+  opacity: .75;
 }
 
 .nav {
@@ -288,16 +333,118 @@ main {
  */
 
 .navbar-brand {
-  font-size: 1rem;
+  --pngx-navbar-brand-shadow-rgb: 0, 0, 0;
+  font-size: 1.0625rem;
+  min-height: 64px;
+  letter-spacing: -0.015em;
 
-  .flex-column {
-    padding: 0.15rem 0;
+  &:hover,
+  &:focus-visible {
+    ::ng-deep .navbar-official-logo,
+    .brand-mark,
+    .brand-logo {
+      filter: drop-shadow(0 2px 3px rgba(var(--pngx-navbar-brand-shadow-rgb), .5));
+    }
+  }
+
+  ::ng-deep .navbar-official-logo {
+    filter: drop-shadow(0 1px 2px rgba(var(--pngx-navbar-brand-shadow-rgb), .3));
+    transition: filter .15s ease-in-out;
+
+    @media screen and (max-width: 575.98px) {
+      max-height: 2rem;
+    }
+  }
+
+  .brand-mark {
+    width: 1.65rem;
+    height: 1.65rem;
+    flex: 0 0 auto;
+    transition: filter .15s ease-in-out;
+  }
+
+  .brand-copy {
+    display: flex;
+    flex-direction: column;
+    align-items: flex-start;
+    min-width: 0;
+    line-height: 1.1;
+    transition: transform .15s ease-in-out;
+  }
+
+  .brand-title {
+    font-weight: 600;
+    max-width: 100%;
+    min-width: 0;
   }
 
   .byline {
-    font-size: 0.5rem;
-    letter-spacing: 0.1rem;
+    margin-top: .15rem;
+    font-size: .5rem;
+    font-weight: 500;
+    letter-spacing: .1rem;
+    opacity: .8;
   }
+
+  .brand-logo {
+    width: auto;
+    height: 2.75rem;
+    max-width: 5rem;
+    flex: 0 0 auto;
+    object-fit: contain;
+    transition: filter .15s ease-in-out, transform .15s ease-in-out;
+  }
+
+}
+
+:host-context(.primary-light) .navbar-brand {
+  --pngx-navbar-brand-shadow-rgb: 255, 255, 255; // Light app color, use white shadow for dark text
+}
+
+:host ::ng-deep .navbar-official-logo {
+  .leaf {
+    fill: color-mix(in srgb, var(--pngx-primary-text-contrast) 70%, var(--bs-primary)) !important;
+  }
+
+  .text {
+    fill: var(--pngx-primary-text-contrast) !important;
+  }
+}
+
+.navbar {
+  min-height: 64px;
+  box-shadow: 0 1px 0 rgba(0, 0, 0, .12), 0 4px 18px rgba(0, 0, 0, .08) !important;
+}
+
+.navbar > ul {
+  align-items: center;
+  gap: .125rem;
+  padding-right: .5rem;
+}
+
+:host ::ng-deep .navbar-action {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  min-width: 2.5rem;
+  min-height: 2.5rem;
+  padding: .45rem .55rem;
+  border-radius: .6rem;
+  transition: background-color .15s ease-in-out, opacity .15s ease-in-out;
+
+  &:hover,
+  &:focus-visible {
+    background-color: rgba(0, 0, 0, .14);
+  }
+}
+
+#userDropdown {
+  padding-left: .75rem;
+}
+
+.header-search {
+  width: 100%;
+  max-width: 44rem;
 }
 
 @media screen and (max-width: 575.98px) {
@@ -346,18 +493,44 @@ main {
     grid-area: actions;
     justify-self: end;
     flex-wrap: nowrap;
+    gap: 0;
+    padding-right: .25rem;
+  }
+
+  :host ::ng-deep .navbar-action {
+    min-width: 2.25rem;
+    padding-right: .4rem;
+    padding-left: .4rem;
+  }
+
+  #userDropdown {
+    padding-right: .35rem;
+    padding-left: .45rem;
   }
 }
 
 @media screen and (min-width: 768px) {
   .navbar-brand.slim {
-    max-width: 50px;
+    max-width: 55px;
+
+    .brand-logo {
+      width: 1.65rem;
+      max-width: 1.65rem;
+    }
+
+    .brand-mark-slim {
+      display: block !important;
+    }
+  }
+
+  :host ::ng-deep .navbar-brand.slim .navbar-official-logo {
+    display: none;
   }
 }
 
 :host ::ng-deep .dropdown.show .dropdown-toggle,
 :host ::ng-deep .dropdown-toggle:hover {
-  opacity: 0.7;
+  opacity: 1;
 }
 
 .dropdown-toggle::after {

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 { 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'
 import { ComponentWithPermissions } from '../with-permissions/with-permissions.component'
@@ -59,6 +60,7 @@ const SCROLL_THRESHOLD = 16
   styleUrls: ['./app-frame.component.scss'],
   imports: [
     GlobalSearchComponent,
+    LogoComponent,
     DocumentTitlePipe,
     IfPermissionsDirective,
     ToastsDropdownComponent,
@@ -190,11 +192,34 @@ export class AppFrameComponent
     return `${environment.appTitle} v${this.settingsService.get(SETTINGS_KEYS.VERSION)}${environment.tag === 'prod' ? '' : ` #${environment.tag}`}`
   }
 
+  get appTitle(): string {
+    this.settingsService.trackChanges()
+    return (
+      this.settingsService.get(SETTINGS_KEYS.APP_TITLE) || environment.appTitle
+    )
+  }
+
   get customAppTitle(): string {
     this.settingsService.trackChanges()
     return this.settingsService.get(SETTINGS_KEYS.APP_TITLE)
   }
 
+  get hasCustomBranding(): boolean {
+    this.settingsService.trackChanges()
+    return !!(
+      this.settingsService.get(SETTINGS_KEYS.APP_TITLE)?.length ||
+      this.settingsService.get(SETTINGS_KEYS.APP_LOGO)?.length
+    )
+  }
+
+  get customAppLogo(): string {
+    this.settingsService.trackChanges()
+    const logo = this.settingsService.get(SETTINGS_KEYS.APP_LOGO)
+    return logo?.length
+      ? environment.apiBaseUrl.replace(/\/api\/$/, logo)
+      : null
+  }
+
   get canSaveSettings(): boolean {
     return (
       this.permissionsService.currentUserCan(

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

@@ -4,12 +4,12 @@ form {
   > i-bs[name="search"] {
     position: absolute;
     left: 0.6rem;
-    top: .35rem;
+    top: .25rem;
     color: rgba(255, 255, 255, 0.6);
 
     @media screen and (min-width: 768px) {
       // adjust for smaller font size on non-mobile
-      top: 0.25rem;
+      top: .15rem;
     }
   }
 
@@ -37,8 +37,9 @@ form {
   }
 
   .form-control {
-    color: rgba(255, 255, 255, 0.3);
-    background-color: rgba(0, 0, 0, 0.15);
+    min-height: 2.25rem;
+    color: rgba(255, 255, 255, 0.55);
+    background-color: rgba(0, 0, 0, 0.16);
     padding-left: 1.8rem;
     border-color: rgba(255, 255, 255, 0.2);
     transition: all .3s ease, padding-left 0s ease, background-color 0s ease; // Safari requires all
@@ -52,7 +53,7 @@ form {
     }
 
     &:focus-within {
-      background-color: rgba(0, 0, 0, 0.3);
+      background-color: rgba(0, 0, 0, 0.26);
       color: var(--bs-light);
       flex-grow: 1;
       padding-left: 0.5rem;

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

@@ -1,9 +1,9 @@
 
-<li ngbDropdown class="nav-item mx-1" (openChange)="onOpenChange($event)">
+<li ngbDropdown class="nav-item position-relative" (openChange)="onOpenChange($event)">
   @if (toasts().length) {
-    <span class="badge rounded-pill z-3 pe-none bg-secondary me-2 position-absolute top-0 left-0">{{ toasts().length }}</span>
+    <span class="notification-count badge rounded-pill z-3 pe-none bg-secondary position-absolute">{{ toasts().length }}</span>
   }
-  <button class="btn border-0" id="notificationsDropdown" ngbDropdownToggle>
+  <button class="btn navbar-action border-0" id="notificationsDropdown" ngbDropdownToggle aria-label="Notifications" i18n-aria-label>
     <i-bs width="1.3em" height="1.3em" name="bell"></i-bs>
   </button>
   <div ngbDropdownMenu class="dropdown-menu-end shadow p-3" aria-labelledby="notificationsDropdown">

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

@@ -11,6 +11,16 @@
   display: none;
 }
 
+.notification-count {
+  top: -.2rem;
+  right: -.2rem;
+  min-width: 1.15rem;
+  height: 1.15rem;
+  padding: .18rem .32rem;
+  font-size: .68rem;
+  line-height: 1;
+}
+
 .dropdown-item {
   white-space: initial;
 }

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

@@ -1,6 +1,6 @@
 
-<li ngbDropdown class="nav-item me-n2" (openChange)="onOpenChange($event)">
-  <button class="btn border-0" id="chatDropdown" ngbDropdownToggle>
+<li ngbDropdown class="nav-item" (openChange)="onOpenChange($event)">
+  <button class="btn navbar-action border-0" id="chatDropdown" ngbDropdownToggle aria-label="Chat" i18n-aria-label>
     <i-bs width="1.3em" height="1.3em" name="chatSquareDots"></i-bs>
   </button>
   <div ngbDropdownMenu class="dropdown-menu-end shadow p-3" aria-labelledby="chatDropdown">

src-ui/src/app/components/common/confirm-dialog/merge-as-versions-confirm-dialog/merge-as-versions-confirm-dialog.component.html

@@ -0,0 +1,58 @@
+<div class="modal-header">
+  <h4 class="modal-title" id="modal-basic-title">{{title}}</h4>
+  <button type="button" class="btn-close" aria-label="Close" (click)="cancel()"></button>
+</div>
+<div class="modal-body">
+  <p>{{message}}</p>
+  <div class="form-group">
+    <label class="form-label" for="rootDocumentID" i18n>Root document:</label>
+    <select id="rootDocumentID" class="form-select" [ngModel]="rootDocumentID()" (ngModelChange)="rootDocumentID.set($event)">
+      @for (document of documents(); track document.id) {
+        <option [ngValue]="document.id">{{document.title}}</option>
+      }
+    </select>
+  </div>
+  <div class="form-group mt-4">
+    <span class="form-label d-inline-block" i18n>Versions (oldest first):</span>
+    <ul class="list-group"
+        cdkDropList
+        [cdkDropListData]="versionDocumentIDs()"
+        (cdkDropListDropped)="onDrop($event)">
+      @for (documentID of versionDocumentIDs(); track documentID) {
+        @let document = getDocument(documentID);
+        @if (document) {
+          <li class="list-group-item d-flex align-items-center" cdkDrag>
+            <i-bs name="grip-vertical" class="me-2"></i-bs>
+            <div class="d-flex flex-column">
+              <div>
+                @if (document.correspondent) {
+                  <b>{{document.correspondent | correspondentName | async}}: </b>
+                }{{document.title}}
+              </div>
+              <small class="text-muted">
+                {{document.created | customDate:'mediumDate'}}
+                @if (document.page_count) {
+                  | {document.page_count, plural, =1 {One page} other {{{document.page_count}} pages}}
+                }
+              </small>
+            </div>
+            @if ($last) {
+              <span class="badge bg-primary ms-auto" i18n>Current version</span>
+            }
+          </li>
+        }
+      }
+    </ul>
+    @if (versionDocumentIDs().length > 1) {
+      <div class="form-text" i18n>Drag to reorder.</div>
+    }
+  </div>
+</div>
+<div class="modal-footer">
+  <button type="button" class="btn" [class]="cancelBtnClass" (click)="cancel()" [disabled]="!buttonsEnabled()">
+    <span class="d-inline-block" style="padding-bottom: 1px;">{{cancelBtnCaption}}</span>
+  </button>
+  <button type="button" class="btn" [class]="btnClass" (click)="confirm()" [disabled]="!confirmButtonEnabled || !buttonsEnabled()">
+    {{btnCaption}}
+  </button>
+</div>

src-ui/src/app/components/common/confirm-dialog/merge-as-versions-confirm-dialog/merge-as-versions-confirm-dialog.component.scss

@@ -0,0 +1,3 @@
+.list-group-item {
+    cursor: move;
+}

src-ui/src/app/components/common/confirm-dialog/merge-as-versions-confirm-dialog/merge-as-versions-confirm-dialog.component.spec.ts

@@ -0,0 +1,70 @@
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { of } from 'rxjs'
+import { DocumentService } from 'src/app/services/rest/document.service'
+import { MergeAsVersionsConfirmDialogComponent } from './merge-as-versions-confirm-dialog.component'
+
+describe('MergeAsVersionsConfirmDialogComponent', () => {
+  let component: MergeAsVersionsConfirmDialogComponent
+  let fixture: ComponentFixture<MergeAsVersionsConfirmDialogComponent>
+  let documentService: DocumentService
+
+  beforeEach(async () => {
+    await TestBed.configureTestingModule({
+      imports: [
+        NgxBootstrapIconsModule.pick(allIcons),
+        MergeAsVersionsConfirmDialogComponent,
+      ],
+      providers: [
+        NgbActiveModal,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
+    }).compileComponents()
+
+    fixture = TestBed.createComponent(MergeAsVersionsConfirmDialogComponent)
+    documentService = TestBed.inject(DocumentService)
+    component = fixture.componentInstance
+    fixture.detectChanges()
+  })
+
+  it('should fetch selected documents', () => {
+    const documents = [
+      { id: 1, title: 'Document 1' },
+      { id: 2, title: 'Document 2' },
+    ]
+    jest.spyOn(documentService, 'getFew').mockReturnValue(
+      of({
+        all: [1, 2],
+        count: 2,
+        results: documents,
+      })
+    )
+    component.documentIDs.set([1, 2])
+
+    component.ngOnInit()
+
+    expect(component.documents()).toEqual(documents)
+    expect(documentService.getFew).toHaveBeenCalledWith([1, 2])
+  })
+
+  it('should exclude the root from the draggable documents', () => {
+    component.documentIDs.set([1, 2, 3])
+    component.rootDocumentID.set(2)
+
+    expect(component.versionDocumentIDs()).toEqual([1, 3])
+  })
+
+  it('should move draggable documents while keeping the root fixed', () => {
+    component.documentIDs.set([1, 2, 3])
+    component.rootDocumentID.set(1)
+
+    component.onDrop({ previousIndex: 1, currentIndex: 0 } as any)
+
+    expect(component.documentIDs()).toEqual([1, 3, 2])
+    expect(component.versionDocumentIDs()).toEqual([3, 2])
+  })
+})

src-ui/src/app/components/common/confirm-dialog/merge-as-versions-confirm-dialog/merge-as-versions-confirm-dialog.component.ts

@@ -0,0 +1,70 @@
+import {
+  CdkDragDrop,
+  DragDropModule,
+  moveItemInArray,
+} from '@angular/cdk/drag-drop'
+import { AsyncPipe } from '@angular/common'
+import { Component, OnInit, computed, inject, signal } from '@angular/core'
+import { FormsModule } from '@angular/forms'
+import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { takeUntil } from 'rxjs'
+import { Document } from 'src/app/data/document'
+import { CorrespondentNamePipe } from 'src/app/pipes/correspondent-name.pipe'
+import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
+import { DocumentService } from 'src/app/services/rest/document.service'
+import { ConfirmDialogComponent } from '../confirm-dialog.component'
+
+@Component({
+  selector: 'pngx-merge-as-versions-confirm-dialog',
+  templateUrl: './merge-as-versions-confirm-dialog.component.html',
+  styleUrl: './merge-as-versions-confirm-dialog.component.scss',
+  imports: [
+    AsyncPipe,
+    CorrespondentNamePipe,
+    CustomDatePipe,
+    DragDropModule,
+    FormsModule,
+    NgxBootstrapIconsModule,
+  ],
+})
+export class MergeAsVersionsConfirmDialogComponent
+  extends ConfirmDialogComponent
+  implements OnInit
+{
+  private readonly documentService = inject(DocumentService)
+
+  readonly documentIDs = signal<number[]>([])
+  readonly documents = signal<Document[]>([])
+  readonly rootDocumentID = signal(-1)
+  readonly versionDocumentIDs = computed(() =>
+    this.documentIDs().filter(
+      (documentID) => documentID !== this.rootDocumentID()
+    )
+  )
+
+  ngOnInit() {
+    this.documentService
+      .getFew(this.documentIDs())
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe((response) => this.documents.set(response.results))
+  }
+
+  onDrop(event: CdkDragDrop<number[]>) {
+    const versionDocumentIDs = this.versionDocumentIDs().concat()
+    moveItemInArray(versionDocumentIDs, event.previousIndex, event.currentIndex)
+
+    // The root keeps its place in the list, only the versions move around it
+    let versionIndex = 0
+    this.documentIDs.update((documentIDs) =>
+      documentIDs.map((documentID) =>
+        documentID === this.rootDocumentID()
+          ? documentID
+          : versionDocumentIDs[versionIndex++]
+      )
+    )
+  }
+
+  getDocument(documentID: number): Document | undefined {
+    return this.documents().find((document) => document.id === documentID)
+  }
+}

src-ui/src/app/components/common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component.html

@@ -36,7 +36,7 @@
         </div>
     <div class="form-group mt-4">
         <label class="form-label" for="metadataDocumentID" i18n>Use metadata from:</label>
-        <select class="form-select" [ngModel]="metadataDocumentID()" (ngModelChange)="metadataDocumentID.set($event)">
+        <select id="metadataDocumentID" class="form-select" [ngModel]="metadataDocumentID()" (ngModelChange)="metadataDocumentID.set($event)">
             <option [ngValue]="-1" i18n>Regenerate all metadata</option>
             @for (document of documents(); track document.id) {
               <option [ngValue]="document.id">{{document.title}}</option>

src-ui/src/app/components/common/confirm-dialog/rotate-confirm-dialog/rotate-confirm-dialog.component.html

@@ -6,7 +6,7 @@
 <div class="modal-body">
     <div class="row">
         <div class="col-2 d-flex justify-content-end">
-            <button class="btn btn-secondary mt-auto" (click)="rotate(false)">
+            <button class="btn btn-secondary mt-auto" (click)="rotate(false)" aria-label="Rotate counterclockwise" i18n-aria-label>
                 <i-bs name="arrow-counterclockwise"></i-bs>
             </button>
         </div>
@@ -16,7 +16,7 @@
             }
         </div>
         <div class="col-2 d-flex">
-            <button class="btn btn-secondary mt-auto" (click)="rotate()">
+            <button class="btn btn-secondary mt-auto" (click)="rotate()" aria-label="Rotate clockwise" i18n-aria-label>
                 <i-bs name="arrow-clockwise"></i-bs>
             </button>
         </div>

src-ui/src/app/components/common/custom-fields-dropdown/custom-fields-dropdown.component.html

@@ -1,5 +1,5 @@
 <div ngbDropdown #fieldDropdown="ngbDropdown" (openChange)="onOpenClose($event)" [popperOptions]="popperOptions">
-    <button type="button" class="btn btn-sm btn-outline-primary" id="customFieldsDropdown" [disabled]="disabled" ngbDropdownToggle>
+    <button type="button" class="btn btn-sm btn-outline-primary" id="customFieldsDropdown" [disabled]="disabled" ngbDropdownToggle aria-label="Custom Fields" i18n-aria-label>
       <i-bs name="ui-radios"></i-bs><div class="d-none d-lg-inline ms-1"><ng-container i18n>Custom Fields</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="customFieldsDropdown" class="shadow custom-fields-dropdown">

src-ui/src/app/components/common/custom-fields-query-dropdown/custom-fields-query-dropdown.component.html

@@ -1,6 +1,6 @@
 @if (useDropdown) {
   <div class="btn-group w-100" role="group" ngbDropdown #dropdown="ngbDropdown" (openChange)="onOpenChange($event)" [popperOptions]="popperOptions">
-    <button class="btn btn-sm btn-outline-primary" id="dropdown_toggle" ngbDropdownToggle [disabled]="disabled">
+    <button class="btn btn-sm btn-outline-primary" id="dropdown_toggle" ngbDropdownToggle [disabled]="disabled" [aria-label]="title">
       <i-bs name="{{icon}}"></i-bs><div class="d-none d-sm-inline ms-1">{{title}}</div>
       @if (isActive) {
         <pngx-clearable-badge [selected]="isActive" (cleared)="reset()"></pngx-clearable-badge>
@@ -38,7 +38,7 @@
       ngbDatepicker
       #d="ngbDatepicker"
       [footerTemplate]="datePickerFooterTemplate" />
-    <button class="btn btn-sm btn-outline-secondary rounded-end" (click)="d.toggle()" type="button">
+    <button class="btn btn-sm btn-outline-secondary rounded-end" (click)="d.toggle()" type="button" aria-label="Open date picker" i18n-aria-label>
       <i-bs name="calendar-event"></i-bs>
     </button>
     <ng-template #datePickerFooterTemplate>
@@ -143,7 +143,7 @@
         <input class="w-25 form-control rounded-end" type="text" [(ngModel)]="atom.value" [disabled]="disabled">
       }
     }
-    <button class="btn btn-link btn-sm text-danger pe-0" type="button" (click)="removeElement(atom)" [disabled]="disabled">
+    <button class="btn btn-link btn-sm text-danger pe-0" type="button" (click)="removeElement(atom)" [disabled]="disabled" aria-label="Remove query" i18n-aria-label>
       <i-bs name="x-circle"></i-bs>
     </button>
   </div>
@@ -185,7 +185,7 @@
         <i-bs name="braces"></i-bs>
       </button>
       @if (expression.depth > 0) {
-        <button type="button" class="btn btn-sm btn-outline-secondary text-danger" (click)="removeElement(expression)" [disabled]="disabled">
+        <button type="button" class="btn btn-sm btn-outline-secondary text-danger" (click)="removeElement(expression)" [disabled]="disabled" aria-label="Remove expression" i18n-aria-label>
           <i-bs name="x-circle"></i-bs>
         </button>
       }

src-ui/src/app/components/common/dates-dropdown/dates-dropdown.component.html

@@ -1,5 +1,5 @@
 <div class="btn-group w-100" ngbDropdown role="group" [popperOptions]="popperOptions" [placement]="placement">
-  <button class="btn btn-sm" id="dropdown{{title}}" ngbDropdownToggle [ngClass]="createdDateTo || createdDateFrom ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled">
+  <button class="btn btn-sm" id="dropdown{{title}}" ngbDropdownToggle [ngClass]="createdDateTo || createdDateFrom ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled" [aria-label]="title">
     <i-bs width="1em" height="1em" name="calendar-event-fill"></i-bs><div class="d-none d-sm-inline ms-1">{{title}}</div>
     <pngx-clearable-badge [selected]="isActive" (cleared)="reset()"></pngx-clearable-badge><span class="visually-hidden">selected</span>
   </button>
@@ -9,7 +9,7 @@
       <div class="list-group-item d-flex p-2 select-item" role="menuitem">
         <div class="selected-icon">
           @if (createdRelativeDate) {
-            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearCreatedRelativeDate()">
+            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearCreatedRelativeDate()" aria-label="Clear created relative date" i18n-aria-label>
               <i-bs width="1em" height="1em" name="check" class="variant-unfocused text-dark"></i-bs>
               <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
             </a>
@@ -33,7 +33,7 @@
       <div class="list-group-item d-flex p-2" role="menuitem">
         <div class="selected-icon">
           @if (createdDateFrom) {
-            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearCreatedFrom()">
+            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearCreatedFrom()" aria-label="Clear created from date" i18n-aria-label>
               <i-bs width="1em" height="1em" name="check" class="variant-unfocused"></i-bs>
               <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
             </a>
@@ -43,7 +43,7 @@
           <span class="input-group-text w-25 small text-muted" i18n>From</span>
           <input class="form-control small" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
             maxlength="10" [(ngModel)]="createdDateFrom" ngbDatepicker #createdDateFromPicker="ngbDatepicker" [footerTemplate]="createdFromFooterTemplate">
-          <button class="btn btn-outline-secondary" (click)="createdDateFromPicker.toggle()" type="button">
+          <button class="btn btn-outline-secondary" (click)="createdDateFromPicker.toggle()" type="button" aria-label="Open created from date picker" i18n-aria-label>
             <i-bs width="1em" height="1em" name="calendar"></i-bs>
           </button>
           <ng-template #createdFromFooterTemplate>
@@ -57,7 +57,7 @@
       <div class="list-group-item d-flex p-2" role="menuitem">
         <div class="selected-icon">
           @if (createdDateTo) {
-            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearCreatedTo()">
+            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearCreatedTo()" aria-label="Clear created to date" i18n-aria-label>
               <i-bs width="1em" height="1em" name="check" class="variant-unfocused"></i-bs>
               <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
             </a>
@@ -67,7 +67,7 @@
           <span class="input-group-text w-25 small text-muted" i18n>To</span>
           <input class="form-control small" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
             maxlength="10" [(ngModel)]="createdDateTo" ngbDatepicker #createdDateToPicker="ngbDatepicker" [footerTemplate]="createdToFooterTemplate">
-          <button class="btn btn-outline-secondary" (click)="createdDateToPicker.toggle()" type="button">
+          <button class="btn btn-outline-secondary" (click)="createdDateToPicker.toggle()" type="button" aria-label="Open created to date picker" i18n-aria-label>
             <i-bs width="1em" height="1em" name="calendar"></i-bs>
           </button>
           <ng-template #createdToFooterTemplate>
@@ -85,7 +85,7 @@
       <div class="list-group-item d-flex p-2 select-item" role="menuitem">
         <div class="selected-icon">
           @if (addedRelativeDate) {
-            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearAddedRelativeDate()">
+            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearAddedRelativeDate()" aria-label="Clear added relative date" i18n-aria-label>
               <i-bs width="1em" height="1em" name="check" class="variant-unfocused text-dark"></i-bs>
               <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
             </a>
@@ -109,7 +109,7 @@
       <div class="list-group-item d-flex p-2" role="menuitem">
         <div class="selected-icon">
           @if (addedDateFrom) {
-            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearAddedFrom()">
+            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearAddedFrom()" aria-label="Clear added from date" i18n-aria-label>
               <i-bs width="1em" height="1em" name="check" class="variant-unfocused"></i-bs>
               <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
             </a>
@@ -119,7 +119,7 @@
           <span class="input-group-text w-25 small text-muted" i18n>From</span>
           <input class="form-control small" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
             maxlength="10" [(ngModel)]="addedDateFrom" ngbDatepicker #addedDateFromPicker="ngbDatepicker" [footerTemplate]="addedFromFooterTemplate">
-          <button class="btn btn-outline-secondary" (click)="addedDateFromPicker.toggle()" type="button">
+          <button class="btn btn-outline-secondary" (click)="addedDateFromPicker.toggle()" type="button" aria-label="Open added from date picker" i18n-aria-label>
             <i-bs width="1em" height="1em" name="calendar"></i-bs>
           </button>
           <ng-template #addedFromFooterTemplate>
@@ -133,7 +133,7 @@
       <div class="list-group-item d-flex p-2" role="menuitem">
         <div class="selected-icon">
           @if (addedDateTo) {
-            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearAddedTo()">
+            <a class="text-light focus-variants" href="javascript:void(0)" (click)="clearAddedTo()" aria-label="Clear added to date" i18n-aria-label>
               <i-bs width="1em" height="1em" name="check" class="variant-unfocused"></i-bs>
               <i-bs width="1em" height="1em" name="x" class="variant-focused text-primary"></i-bs>
             </a>
@@ -143,7 +143,7 @@
           <span class="input-group-text w-25 small text-muted" i18n>To</span>
           <input class="form-control small" [placeholder]="datePlaceHolder" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()" (keypress)="onKeyPress($event)"
             maxlength="10" [(ngModel)]="addedDateTo" ngbDatepicker #addedDateToPicker="ngbDatepicker" [footerTemplate]="addedToFooterTemplate">
-          <button class="btn btn-outline-secondary" (click)="addedDateToPicker.toggle()" type="button">
+          <button class="btn btn-outline-secondary" (click)="addedDateToPicker.toggle()" type="button" aria-label="Open added to date picker" i18n-aria-label>
             <i-bs width="1em" height="1em" name="calendar"></i-bs>
           </button>
           <ng-template #addedToFooterTemplate>

src-ui/src/app/components/common/filterable-dropdown/filterable-dropdown.component.html

@@ -1,5 +1,5 @@
 <div class="btn-group w-100" ngbDropdown role="group" (openChange)="dropdownOpenChange($event)" #dropdown="ngbDropdown" (keydown)="listKeyDown($event)" [popperOptions]="popperOptions" [autoClose]="!creating()">
-  <button class="btn btn-sm" id="dropdown_{{name}}" ngbDropdownToggle [ngClass]="!editing && selectionModel.selectionSize() > 0 ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled">
+  <button class="btn btn-sm" id="dropdown_{{name}}" ngbDropdownToggle [ngClass]="!editing && selectionModel.selectionSize() > 0 ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled" [aria-label]="title">
     <i-bs name="{{icon}}"></i-bs><div class="d-none d-sm-inline ms-1">{{title}}</div>
     @if (!editing && selectionModel.totalCount > 0) {
       <pngx-clearable-badge [number]="selectionModel.totalCount" [selected]="selectionModel.selectionSize() > 0" (cleared)="reset()"></pngx-clearable-badge>

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

@@ -4,7 +4,7 @@
   }
 
   <div class="input-group" [class.is-invalid]="error">
-    <button type="button" class="input-group-text" [style.background-color]="value" (click)="colorPicker.toggle()">&nbsp;&nbsp;&nbsp;</button>
+    <button type="button" class="input-group-text" [style.background-color]="value" (click)="colorPicker.toggle()" aria-label="Open color picker" i18n-aria-label>&nbsp;&nbsp;&nbsp;</button>
 
     <ng-template #popContent>
       <div style="min-width: 200px;" class="pb-3">
@@ -14,7 +14,7 @@
 
     <input #inputField class="form-control" [class.is-invalid]="error" [id]="inputId" [(ngModel)]="value" (change)="onChange(value)" [autoClose]="'outside'" [ngbPopover]="popContent" #colorPicker="ngbPopover" placement="bottom" popoverClass="shadow">
 
-    <button class="btn btn-outline-secondary" type="button" (click)="randomize()">
+    <button class="btn btn-outline-secondary" type="button" (click)="randomize()" aria-label="Choose a random color" i18n-aria-label>
       <i-bs name="dice5"></i-bs>
     </button>
 

src-ui/src/app/components/common/input/custom-fields-values/custom-fields-values.component.html

@@ -74,7 +74,7 @@
           class="flex-grow-1"></pngx-input-textarea>
         }
       }
-      <button type="button" class="btn btn-link text-danger" (click)="removeSelectedField.next(fieldId)">
+      <button type="button" class="btn btn-link text-danger" (click)="removeSelectedField.next(fieldId)" aria-label="Remove custom field" i18n-aria-label>
         <i-bs name="trash"></i-bs>
       </button>
     </div>

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

@@ -13,7 +13,7 @@
           <input #inputField class="form-control" [class.is-invalid]="error" [placeholder]="placeholder" [id]="inputId" maxlength="10"
             (dateSelect)="onChange(value)" (change)="onChange(value)" (keypress)="onKeyPress($event)" (paste)="onPaste($event)"
             name="dp" [(ngModel)]="value" ngbDatepicker #datePicker="ngbDatepicker" #datePickerContent="ngModel" [disabled]="disabled" [footerTemplate]="datePickerFooterTemplate">
-          <button class="btn btn-outline-secondary calendar" (click)="datePicker.toggle()" type="button" [disabled]="disabled">
+          <button class="btn btn-outline-secondary calendar" (click)="datePicker.toggle()" type="button" [disabled]="disabled" aria-label="Open date picker" i18n-aria-label>
             <i-bs width="1.2em" height="1.2em" name="calendar"></i-bs>
           </button>
           <ng-template #datePickerFooterTemplate>

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

@@ -13,7 +13,7 @@
         <div class="input-group mb-3">
           <input type="text" class="form-control" [(ngModel)]="entry[0]" (change)="inputChange()" [disabled]="disabled" autocomplete="off">
           <input type="text" class="form-control" [(ngModel)]="entry[1]" (change)="inputChange()" [disabled]="disabled" autocomplete="off">
-          <button type="button" class="btn btn-outline-secondary" (click)="removeEntry(i)">
+          <button type="button" class="btn btn-outline-secondary" (click)="removeEntry(i)" aria-label="Remove entry" i18n-aria-label>
             <i-bs class="text-danger" name="trash"></i-bs>
           </button>
         </div>

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

@@ -50,7 +50,7 @@
           </ng-template>
         </ng-select>
         @if (allowCreateNew && !hideAddButton) {
-          <button class="btn btn-outline-secondary" type="button" (click)="addItem()" [disabled]="disabled">
+          <button class="btn btn-outline-secondary" type="button" (click)="addItem()" [disabled]="disabled" aria-label="Create new item" i18n-aria-label>
             <i-bs width="1.2em" height="1.2em" name="plus"></i-bs>
           </button>
         }

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

@@ -48,7 +48,7 @@
           </ng-template>
         </ng-select>
         @if (allowCreate && !hideAddButton) {
-          <button class="btn btn-outline-secondary" type="button" (click)="createTag(null, true)" [disabled]="disabled">
+          <button class="btn btn-outline-secondary" type="button" (click)="createTag(null, true)" [disabled]="disabled" aria-label="Create new tag" i18n-aria-label>
             <i-bs width="1.2em" height="1.2em" name="plus"></i-bs>
           </button>
         }

src-ui/src/app/components/common/page-header/page-header.component.scss

@@ -7,6 +7,15 @@ h3 {
     }
 }
 
+:host {
+  display: block;
+  margin-bottom: .35rem;
+}
+
+h3 > .h6 {
+  color: var(--bs-secondary-color);
+}
+
 @media (min-width: 1200px) {
     h3 {
         min-height: 2.8rem;

src-ui/src/app/components/common/permissions-filter-dropdown/permissions-filter-dropdown.component.html

@@ -1,5 +1,5 @@
 <div class="btn-group w-100" ngbDropdown role="group">
-  <button class="btn btn-sm" id="dropdown{{title}}" ngbDropdownToggle [ngClass]="isActive ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled">
+  <button class="btn btn-sm" id="dropdown{{title}}" ngbDropdownToggle [ngClass]="isActive ? 'btn-primary' : 'btn-outline-primary'" [disabled]="disabled" [aria-label]="title">
     <i-bs name="person-fill-lock"></i-bs><div class="d-none d-sm-inline ms-1">{{title}}</div>
     <pngx-clearable-badge [selected]="isActive" (cleared)="reset()"></pngx-clearable-badge><span class="visually-hidden">selected</span>
   </button>

src-ui/src/app/components/common/permissions-select/permissions-select.component.spec.ts

@@ -107,6 +107,25 @@ describe('PermissionsSelectComponent', () => {
     expect(component.form.get('Tag').get('Change').disabled).toBeTruthy()
   })
 
+  it('should update checkboxes when inherited permissions change', () => {
+    component.ngOnInit()
+    component.inheritedPermissions = ['documents.change_document']
+    component.writeValue(['delete_document'])
+    expect(component.form.get('Document').get('Change').value).toBeTruthy()
+    expect(component.form.get('Document').get('Change').disabled).toBeTruthy()
+
+    // swap for a group with a different permission, but the same number of them
+    component.inheritedPermissions = ['documents.view_document']
+
+    // the no-longer-inherited permission is unchecked, the explicit one is kept
+    expect(component.permissions).toEqual(['delete_document'])
+    expect(component.form.get('Document').get('Change').value).toBeFalsy()
+    expect(component.form.get('Document').get('Change').disabled).toBeFalsy()
+    expect(component.form.get('Document').get('Delete').value).toBeTruthy()
+    expect(component.form.get('Document').get('View').value).toBeTruthy()
+    expect(component.form.get('Document').get('View').disabled).toBeTruthy()
+  })
+
   it('should exclude history permissions if disabled', () => {
     settingsService.set(SETTINGS_KEYS.AUDITLOG_ENABLED, false)
     fixture = TestBed.createComponent(PermissionsSelectComponent)

src-ui/src/app/components/common/permissions-select/permissions-select.component.ts

@@ -74,12 +74,22 @@ export class PermissionsSelectComponent
       ? inherited.map((p) => p.replace(/^\w+\./g, ''))
       : []
 
-    if (this._inheritedPermissions !== newInheritedPermissions) {
-      this._inheritedPermissions = newInheritedPermissions
-      this.writeValue(this.permissions) // updates visual checks etc.
-    }
+    const changed =
+      newInheritedPermissions.length !== this._inheritedPermissions.length ||
+      newInheritedPermissions.some(
+        (p) => !this._inheritedPermissions.includes(p)
+      )
 
-    this.updateDisabledStates()
+    if (changed) {
+      // skip inherited permissions, these are the explicitly set ones
+      this.permissions = this.getSelectedPermissions(
+        this.form.getRawValue()
+      ).filter((p) => !this._inheritedPermissions.includes(p))
+      this._inheritedPermissions = newInheritedPermissions
+      this.applyCheckedState()
+    } else {
+      this.updateDisabledStates()
+    }
   }
 
   inheritedWarning: string = $localize`Inherited from group`
@@ -106,20 +116,29 @@ export class PermissionsSelectComponent
     }
 
     this.permissions = permissions ?? []
-    const allPerms = this._inheritedPermissions.concat(this.permissions)
+    this.applyCheckedState()
+  }
 
-    allPerms.forEach((permissionStr) => {
-      const { actionKey, typeKey } =
-        this.permissionsService.getPermissionKeys(permissionStr)
+  // sets every checkbox from inherited + own perms
+  private applyCheckedState(): void {
+    const allPerms = new Set(
+      this._inheritedPermissions.concat(this.permissions)
+    )
 
-      if (actionKey && typeKey) {
-        this.form
-          .get(typeKey)
-          ?.get(actionKey)
-          ?.patchValue(true, { emitEvent: false })
-      }
-    })
     this.allowedTypes.forEach((type) => {
+      const typeGroup = this.form.get(type)
+      for (const action of Object.keys(PermissionAction)) {
+        typeGroup.get(action)?.patchValue(
+          allPerms.has(
+            this.permissionsService.getPermissionCode(
+              PermissionAction[action],
+              PermissionType[type]
+            )
+          ),
+          { emitEvent: false } // don't trigger valueChanges now
+        )
+      }
+
       if (this.typeHasAllActionsSelected(type)) {
         this.typesWithAllActions.add(type)
       } else {
@@ -150,26 +169,9 @@ export class PermissionsSelectComponent
 
   ngOnInit(): void {
     this.form.valueChanges.subscribe((newValue) => {
-      let permissions = []
-      Object.entries(newValue).forEach(([typeKey, typeValue]) => {
-        const selectedActions = Object.entries(typeValue).filter(
-          ([actionKey, actionValue]) =>
-            actionValue &&
-            this.isActionSupported(
-              PermissionType[typeKey],
-              PermissionAction[actionKey]
-            )
-        )
-
-        selectedActions.forEach(([actionKey]) => {
-          permissions.push(
-            (PermissionType[typeKey] as string).replace(
-              '%s',
-              PermissionAction[actionKey]
-            )
-          )
-        })
+      const permissions = this.getSelectedPermissions(newValue)
 
+      Object.keys(newValue).forEach((typeKey) => {
         if (this.typeHasAllActionsSelected(typeKey)) {
           this.typesWithAllActions.add(typeKey)
         } else {
@@ -269,6 +271,30 @@ export class PermissionsSelectComponent
     return true
   }
 
+  private getSelectedPermissions(formValue: object): string[] {
+    const permissions = []
+    Object.entries(formValue).forEach(([typeKey, typeValue]) => {
+      Object.entries(typeValue)
+        .filter(
+          ([actionKey, actionValue]) =>
+            actionValue &&
+            this.isActionSupported(
+              PermissionType[typeKey],
+              PermissionAction[actionKey]
+            )
+        )
+        .forEach(([actionKey]) => {
+          permissions.push(
+            this.permissionsService.getPermissionCode(
+              PermissionAction[actionKey],
+              PermissionType[typeKey]
+            )
+          )
+        })
+    })
+    return permissions
+  }
+
   private typeHasAllActionsSelected(typeKey: string): boolean {
     return Object.keys(PermissionAction)
       .filter((action) =>

src-ui/src/app/components/common/suggestions-dropdown/suggestions-dropdown.component.html

@@ -1,5 +1,5 @@
 <div class="btn-group">
-  <button type="button" class="btn btn-sm btn-outline-primary" (click)="clickSuggest()" [disabled]="disabled() || loading() || (suggestions() && !aiEnabled())">
+  <button type="button" class="btn btn-sm btn-outline-primary" (click)="clickSuggest()" [disabled]="disabled() || loading() || (suggestions() && !aiEnabled())" [aria-label]="noSuggestions ? 'No suggestions' : 'Suggest'" i18n-aria-label>
     @if (loading()) {
       <div class="spinner-border spinner-border-sm" role="status"></div>
     } @else if (noSuggestions) {

src-ui/src/app/components/common/system-status-dialog/system-status-dialog.component.html

@@ -23,7 +23,7 @@
               <dd>
                 {{status().pngx_version}}
                 @if (versionMismatch()) {
-                    <button class="btn btn-sm d-inline align-items-center btn-dark text-uppercase small" [ngbPopover]="versionPopover" triggers="click mouseenter:mouseleave">
+                    <button class="btn btn-sm d-inline align-items-center btn-dark text-uppercase small" [ngbPopover]="versionPopover" triggers="click mouseenter:mouseleave" aria-label="View version mismatch details" i18n-aria-label>
                       <i-bs name="exclamation-triangle-fill" class="text-danger lh-1"></i-bs>
                     </button>
                 }

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

@@ -1,9 +1,7 @@
-<pngx-page-header title="Dashboard" [subTitle]="subtitle" i18n-title tourAnchor="tour.dashboard">
-  <pngx-logo extra_classes="d-none d-md-block mt-n2" height="3rem"></pngx-logo>
-</pngx-page-header>
+<pngx-page-header title="Dashboard" [subTitle]="subtitle" i18n-title tourAnchor="tour.dashboard"></pngx-page-header>
 
-<div class="row">
-  <div class="col-12 col-lg-8 col-xl-9 mb-4">
+<div class="row dashboard-grid g-4 pb-0">
+  <div class="col-12 col-lg-8 col-xl-9 mb-4 dashboard-main">
     <div class="row row-cols-1 g-4"
       cdkDropList
       [cdkDropListDisabled]="settingsService.globalDropzoneActive()"
@@ -58,7 +56,7 @@
       </ng-container>
     </div>
   </div>
-  <div class="col-12 col-lg-4 col-xl-3 col-sidebar">
+  <div class="col-12 col-lg-4 col-xl-3 col-sidebar dashboard-aside">
     <div class="row row-cols-1 g-4 mb-4 sticky-lg-top z-0">
       <pngx-upload-file-widget></pngx-upload-file-widget>
       <pngx-statistics-widget *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.UISettings }"></pngx-statistics-widget>

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

@@ -1,3 +1,13 @@
 .col-sidebar .row {
-    top: 3.5rem;
+  top: 4.75rem;
+}
+
+.dashboard-grid {
+  padding-bottom: 2rem;
+}
+
+@media (min-width: 1200px) {
+  .dashboard-main {
+    padding-right: 1rem;
+  }
 }

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

@@ -15,7 +15,6 @@ import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { environment } from 'src/environments/environment'
-import { LogoComponent } from '../common/logo/logo.component'
 import { PageHeaderComponent } from '../common/page-header/page-header.component'
 import { ComponentWithPermissions } from '../with-permissions/with-permissions.component'
 import { SavedViewWidgetComponent } from './widgets/saved-view-widget/saved-view-widget.component'
@@ -28,7 +27,6 @@ import { WelcomeWidgetComponent } from './widgets/welcome-widget/welcome-widget.
   templateUrl: './dashboard.component.html',
   styleUrls: ['./dashboard.component.scss'],
   imports: [
-    LogoComponent,
     PageHeaderComponent,
     SavedViewWidgetComponent,
     StatisticsWidgetComponent,

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

@@ -8,3 +8,14 @@
         width: 0.6rem;
     }
 }
+
+.list-group {
+  --bs-list-group-border-color: color-mix(in srgb, var(--bs-border-color) 58%, transparent);
+  --bs-list-group-bg: transparent;
+  border-radius: .6rem;
+  overflow: hidden;
+}
+
+.list-group-item {
+  padding: .7rem .8rem;
+}

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

@@ -4,6 +4,16 @@
 
 .btn-outline-dark {
   --bs-btn-border-color: var(--bs-border-color-translucent);
+  border-style: dashed;
+  border-width: 1px;
+  min-height: 5.25rem;
+  background: color-mix(in srgb, var(--bs-primary) 4%, var(--bs-light)) !important;
+
+  &:hover,
+  &:focus {
+    border-color: var(--bs-primary);
+    background: color-mix(in srgb, var(--bs-primary) 9%, var(--bs-light)) !important;
+  }
 }
 
 .smaller {

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

@@ -1,5 +1,5 @@
 @if (!cardless()) {
-  <div class="card shadow-sm bg-light fade" [class.show]="show()" cdkDrag [cdkDragDisabled]="!draggable()" cdkDragPreviewContainer="parent">
+  <div class="card bg-light fade" [class.show]="show()" cdkDrag [cdkDragDisabled]="!draggable()" cdkDragPreviewContainer="parent">
     <div class="card-header">
       <div class="d-flex justify-content-between align-items-center">
         <div class="d-flex align-items-center">

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

@@ -2,6 +2,20 @@ i-bs {
     cursor: move;
 }
 
+.card {
+  overflow: hidden;
+  border-color: color-mix(in srgb, var(--bs-border-color) 68%, transparent);
+
+  .card-header {
+    padding: .9rem 1rem;
+    border-bottom-color: color-mix(in srgb, var(--bs-border-color) 55%, transparent);
+  }
+
+  .card-body {
+    padding: 1rem;
+  }
+}
+
 .fade.show {
   animation: pngx-entry-fade 160ms ease-out;
 }

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

@@ -20,7 +20,7 @@
     </div>
   }
 
-  <button type="button" class="btn btn-sm btn-outline-danger me-md-4" (click)="delete()" [disabled]="!userIsOwner" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }">
+  <button type="button" class="btn btn-sm btn-outline-danger me-md-4" (click)="delete()" [disabled]="!userIsOwner" *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }" aria-label="Delete" i18n-aria-label>
     <i-bs width="1.2em" height="1.2em" name="trash"></i-bs><span class="d-none d-lg-inline ps-1" i18n>Delete</span>
   </button>
 
@@ -35,7 +35,7 @@
   />
 
   <div class="btn-group">
-    <button (click)="download()" class="btn btn-sm btn-outline-primary" [disabled]="downloading()">
+    <button (click)="download()" class="btn btn-sm btn-outline-primary" [disabled]="downloading()" aria-label="Download" i18n-aria-label>
       @if (downloading()) {
         <div class="spinner-border spinner-border-sm" role="status"></div>
       } @else {
@@ -45,7 +45,7 @@
     </button>
 
     <div class="btn-group" ngbDropdown role="group">
-      <button class="btn btn-sm btn-outline-primary dropdown-toggle" [disabled]="downloading()" ngbDropdownToggle></button>
+      <button class="btn btn-sm btn-outline-primary dropdown-toggle" [disabled]="downloading()" ngbDropdownToggle aria-label="Download options" i18n-aria-label></button>
       <div class="dropdown-menu shadow" ngbDropdownMenu>
         @if (metadata()?.has_archive_version) {
           <button ngbDropdownItem (click)="download(true)" [disabled]="downloading()" i18n>Download original</button>
@@ -62,7 +62,7 @@
   </div>
 
   <div class="ms-auto" ngbDropdown>
-    <button class="btn btn-sm btn-outline-primary" id="actionsDropdown" ngbDropdownToggle>
+    <button class="btn btn-sm btn-outline-primary" id="actionsDropdown" ngbDropdownToggle aria-label="Actions" i18n-aria-label>
       <i-bs name="three-dots"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Actions</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="actionsDropdown" class="shadow">
@@ -91,7 +91,7 @@
   </div>
 
   <div class="ms-auto" ngbDropdown>
-    <button class="btn btn-sm btn-outline-primary" id="sendDropdown" ngbDropdownToggle>
+    <button class="btn btn-sm btn-outline-primary" id="sendDropdown" ngbDropdownToggle aria-label="Send" i18n-aria-label>
       <i-bs name="send"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Send</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="actionsDropdown" class="shadow">

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

@@ -467,13 +467,6 @@ describe('DocumentDetailComponent', () => {
     const docWithVersions = {
       ...doc,
       versions: [
-        {
-          id: doc.id,
-          added: new Date('2024-01-01T00:00:00Z'),
-          version_label: 'Original',
-          checksum: 'aaaa',
-          is_root: true,
-        },
         {
           id: 10,
           added: new Date('2024-01-02T00:00:00Z'),
@@ -481,6 +474,13 @@ describe('DocumentDetailComponent', () => {
           checksum: 'bbbb',
           is_root: false,
         },
+        {
+          id: doc.id,
+          added: new Date('2024-01-01T00:00:00Z'),
+          version_label: 'Original',
+          checksum: 'aaaa',
+          is_root: true,
+        },
       ],
     } as Document
 
@@ -1232,8 +1232,8 @@ describe('DocumentDetailComponent', () => {
 
     metadataSpy.mockClear()
     component.document().versions = [
-      { id: doc.id, is_root: true },
       { id: 10, is_root: false },
+      { id: doc.id, is_root: true },
     ] as any
     jest.spyOn(documentService, 'getPreviewUrl').mockReturnValue('preview-root')
     jest.spyOn(documentService, 'getThumbUrl').mockReturnValue('thumb-root')
@@ -1929,8 +1929,8 @@ describe('DocumentDetailComponent', () => {
     component.documentId.set(doc.id)
     component.document.set({ ...doc, versions: [] } as Document)
     const updatedVersions = [
-      { id: doc.id, is_root: true },
       { id: 10, is_root: false },
+      { id: doc.id, is_root: true },
     ] as any
     const openDoc = { ...doc, versions: [] } as Document
     jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(openDoc)
@@ -2046,8 +2046,8 @@ describe('DocumentDetailComponent', () => {
   it('should include version in download and print only for non-latest selected version', () => {
     initNormally()
     component.document().versions = [
-      { id: doc.id, is_root: true },
       { id: 10, is_root: false },
+      { id: doc.id, is_root: true },
     ] as any
 
     const getDownloadUrlSpy = jest
@@ -2171,6 +2171,11 @@ describe('DocumentDetailComponent', () => {
     ).toBe(10)
     component.openEmailDocument()
     expect(modalSpy).toHaveBeenCalled()
+    expect(
+      (
+        modalSpy.mock.results[1].value as NgbModalRef
+      ).componentInstance.documentIds()
+    ).toEqual([10])
   })
 
   it('should set previewText', () => {

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

@@ -889,13 +889,9 @@ export class DocumentDetailComponent
 
   updateComponent(doc: Document) {
     this.document.set(doc)
-    // Default selected version is the newest version
+    // Default selected version is the newest version, which the API returns first
     const versions = doc.versions ?? []
-    this.selectedVersionId.set(
-      versions.length
-        ? Math.max(...versions.map((version) => version.id))
-        : doc.id
-    )
+    this.selectedVersionId.set(versions.length ? versions[0].id : doc.id)
     this.previewLoaded.set(false)
     this.requiresPassword = false
     this.updateFormForCustomFields()
@@ -1441,7 +1437,8 @@ export class DocumentDetailComponent
     if (!versions.length || !this.selectedVersionId()) {
       return null
     }
-    const latestVersionId = Math.max(...versions.map((version) => version.id))
+    // The API returns versions newest first
+    const latestVersionId = versions[0].id
     return this.selectedVersionId() === latestVersionId
       ? null
       : this.selectedVersionId()
@@ -1976,7 +1973,9 @@ export class DocumentDetailComponent
     const modal = this.modalService.open(EmailDocumentDialogComponent, {
       backdrop: 'static',
     })
-    modal.componentInstance.documentIds.set([this.document().id])
+    modal.componentInstance.documentIds.set([
+      this.selectedVersionId() ?? this.document().id,
+    ])
     modal.componentInstance.hasArchiveVersion.set(
       this.metadata()?.has_archive_version ??
         !!this.document()?.archived_file_name

src-ui/src/app/components/document-detail/document-version-dropdown/add-existing-document-version-dialog/add-existing-document-version-dialog.component.html

@@ -0,0 +1,18 @@
+<div class="modal-header">
+  <h4 class="modal-title" i18n>Add existing document as version</h4>
+  <button type="button" class="btn-close" aria-label="Close" (click)="cancel()"></button>
+</div>
+<div class="modal-body">
+  <pngx-input-document-link
+    [(ngModel)]="selectedDocumentIDs"
+    [parentDocumentID]="rootDocumentID"
+    [minimal]="true"
+    placeholder="Search for a document"
+    i18n-placeholder
+  ></pngx-input-document-link>
+  <div class="form-text mt-2" i18n>Select one document to add as a version.</div>
+</div>
+<div class="modal-footer">
+  <button type="button" class="btn btn-outline-secondary" (click)="cancel()" [disabled]="!buttonsEnabled()" i18n>Cancel</button>
+  <button type="button" class="btn btn-primary" (click)="confirm()" [disabled]="!buttonsEnabled() || selectedDocumentIDs.length !== 1" i18n>Add version</button>
+</div>

src-ui/src/app/components/document-detail/document-version-dropdown/add-existing-document-version-dialog/add-existing-document-version-dialog.component.spec.ts

@@ -0,0 +1,73 @@
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import { DocumentService } from 'src/app/services/rest/document.service'
+import { AddExistingDocumentVersionDialogComponent } from './add-existing-document-version-dialog.component'
+
+describe('AddExistingDocumentVersionDialogComponent', () => {
+  let component: AddExistingDocumentVersionDialogComponent
+  let fixture: ComponentFixture<AddExistingDocumentVersionDialogComponent>
+  let activeModal: jest.Mocked<Pick<NgbActiveModal, 'dismiss'>>
+
+  beforeEach(async () => {
+    activeModal = { dismiss: jest.fn() }
+    await TestBed.configureTestingModule({
+      imports: [AddExistingDocumentVersionDialogComponent],
+      providers: [
+        {
+          provide: NgbActiveModal,
+          useValue: activeModal,
+        },
+        {
+          provide: DocumentService,
+          useValue: {},
+        },
+      ],
+    }).compileComponents()
+
+    fixture = TestBed.createComponent(AddExistingDocumentVersionDialogComponent)
+    component = fixture.componentInstance
+    component.rootDocumentID = 3
+    fixture.detectChanges()
+  })
+
+  it('should emit the single selected document', () => {
+    const emitSpy = jest.spyOn(component.confirmClicked, 'emit')
+    component.selectedDocumentIDs = [20]
+
+    component.confirm()
+
+    expect(emitSpy).toHaveBeenCalledWith(20)
+  })
+
+  it('should require exactly one selected document', () => {
+    const emitSpy = jest.spyOn(component.confirmClicked, 'emit')
+    component.selectedDocumentIDs = [20, 21]
+
+    component.confirm()
+
+    expect(emitSpy).not.toHaveBeenCalled()
+  })
+
+  it('should dismiss on cancel', () => {
+    component.cancel()
+
+    expect(activeModal.dismiss).toHaveBeenCalled()
+  })
+
+  it('should re-render the buttons when they are toggled from outside', async () => {
+    const cancelButton: HTMLButtonElement = fixture.nativeElement.querySelector(
+      '.modal-footer button'
+    )
+    expect(cancelButton.disabled).toBeFalsy()
+
+    // No detectChanges: the dropdown toggling this from a request callback is
+    // all that happens, and nothing else schedules a render for the modal
+    component.buttonsEnabled.set(false)
+    await fixture.whenStable()
+    expect(cancelButton.disabled).toBeTruthy()
+
+    component.buttonsEnabled.set(true)
+    await fixture.whenStable()
+    expect(cancelButton.disabled).toBeFalsy()
+  })
+})

src-ui/src/app/components/document-detail/document-version-dropdown/add-existing-document-version-dialog/add-existing-document-version-dialog.component.ts

@@ -0,0 +1,35 @@
+import {
+  Component,
+  EventEmitter,
+  Input,
+  Output,
+  inject,
+  signal,
+} from '@angular/core'
+import { FormsModule } from '@angular/forms'
+import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import { DocumentLinkComponent } from 'src/app/components/common/input/document-link/document-link.component'
+
+@Component({
+  selector: 'pngx-add-existing-document-version-dialog',
+  templateUrl: './add-existing-document-version-dialog.component.html',
+  imports: [DocumentLinkComponent, FormsModule],
+})
+export class AddExistingDocumentVersionDialogComponent {
+  private readonly activeModal = inject(NgbActiveModal)
+
+  @Input() rootDocumentID: number
+  @Output() confirmClicked = new EventEmitter<number>()
+
+  selectedDocumentIDs: number[] = []
+  readonly buttonsEnabled = signal(true)
+
+  confirm(): void {
+    if (this.selectedDocumentIDs.length !== 1) return
+    this.confirmClicked.emit(this.selectedDocumentIDs[0])
+  }
+
+  cancel(): void {
+    this.activeModal.dismiss()
+  }
+}

src-ui/src/app/components/document-detail/document-version-dropdown/document-version-dropdown.component.html

@@ -1,7 +1,10 @@
 <div class="btn-group" ngbDropdown autoClose="outside">
-  <button class="btn btn-sm btn-outline-secondary dropdown-toggle" ngbDropdownToggle>
+  <button class="btn btn-sm btn-outline-secondary dropdown-toggle" ngbDropdownToggle aria-label="Versions" i18n-aria-label>
     <i-bs name="file-earmark-diff"></i-bs>
     <span class="d-none d-lg-inline ps-1" i18n>Versions</span>
+    @if (versions.length > 1) {
+      <span class="badge text-bg-secondary ms-1">{{ versions.length }}</span>
+    }
   </button>
   <div class="dropdown-menu shadow" ngbDropdownMenu>
     <div class="px-3 py-2 mb-2">
@@ -24,13 +27,26 @@
           class="visually-hidden"
           (change)="onVersionFileSelected($event)"
         />
-        <button
-          class="btn btn-sm btn-outline-secondary w-100"
-          (click)="versionFileInput.click()"
-          [disabled]="!userIsOwner || !userCanEdit"
-        >
-          <i-bs name="file-earmark-plus"></i-bs><span class="ps-1" i18n>Add new version</span>
-        </button>
+        <div class="btn-group btn-group-sm w-100">
+          <button
+            class="btn btn-sm btn-outline-secondary w-100"
+            (click)="versionFileInput.click()"
+            [disabled]="!userIsOwner || !userCanEdit"
+            title="Upload a new version"
+            i18n-title
+          >
+            <i-bs name="file-earmark-plus"></i-bs><span class="ps-1" i18n>Upload</span>
+          </button>
+          <button
+            class="btn btn-sm btn-outline-secondary w-100"
+            (click)="addExistingDocumentAsVersion()"
+            [disabled]="!userIsOwner || !userCanEdit"
+            title="Use an existing document"
+            i18n-title
+          >
+            <i-bs name="file-earmark"></i-bs><span class="ps-1" i18n>Existing</span>
+          </button>
+        </div>
       } @else {
         @switch (versionUploadState()) {
           @case (UploadState.Uploading) {
@@ -128,6 +144,7 @@
               i18n-confirmMessage
               [disabled]="!userIsOwner || !userCanEdit"
               (confirm)="deleteVersion(version.id)"
+              *pngxIfPermissions="{ action: PermissionAction.Delete, type: PermissionType.Document }"
             >
               <span class="visually-hidden" i18n>Delete version</span>
             </pngx-confirm-button>

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

@@ -1,9 +1,16 @@
 import { DatePipe } from '@angular/common'
-import { SimpleChange } from '@angular/core'
+import { SimpleChange, signal } from '@angular/core'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { By } from '@angular/platform-browser'
+import { NgbModal } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { Subject, of, throwError } from 'rxjs'
 import { DocumentVersionInfo } from 'src/app/data/document'
+import {
+  PermissionAction,
+  PermissionsService,
+  PermissionType,
+} from 'src/app/services/permissions.service'
 import { DocumentService } from 'src/app/services/rest/document.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
@@ -19,12 +26,20 @@ describe('DocumentVersionDropdownComponent', () => {
   let documentService: jest.Mocked<
     Pick<
       DocumentService,
-      'deleteVersion' | 'getVersions' | 'uploadVersion' | 'updateVersionLabel'
+      | 'deleteVersion'
+      | 'getVersions'
+      | 'mergeDocumentsAsVersions'
+      | 'uploadVersion'
+      | 'updateVersionLabel'
     >
   >
   let toastService: jest.Mocked<Pick<ToastService, 'showError' | 'showInfo'>>
   let finished$: Subject<{ taskId: string }>
   let failed$: Subject<{ taskId: string; message?: string }>
+  let modalService: jest.Mocked<Pick<NgbModal, 'open'>>
+  let permissionsService: jest.Mocked<
+    Pick<PermissionsService, 'currentUserCan'>
+  >
 
   beforeEach(async () => {
     finished$ = new Subject<{ taskId: string }>()
@@ -32,13 +47,18 @@ describe('DocumentVersionDropdownComponent', () => {
     documentService = {
       deleteVersion: jest.fn(),
       getVersions: jest.fn(),
+      mergeDocumentsAsVersions: jest.fn(),
       uploadVersion: jest.fn(),
       updateVersionLabel: jest.fn(),
     }
+    modalService = { open: jest.fn() }
     toastService = {
       showError: jest.fn(),
       showInfo: jest.fn(),
     }
+    permissionsService = {
+      currentUserCan: jest.fn().mockReturnValue(true),
+    }
 
     await TestBed.configureTestingModule({
       imports: [
@@ -61,6 +81,14 @@ describe('DocumentVersionDropdownComponent', () => {
           provide: ToastService,
           useValue: toastService,
         },
+        {
+          provide: NgbModal,
+          useValue: modalService,
+        },
+        {
+          provide: PermissionsService,
+          useValue: permissionsService,
+        },
         {
           provide: WebsocketStatusService,
           useValue: {
@@ -131,6 +159,31 @@ describe('DocumentVersionDropdownComponent', () => {
     )
   })
 
+  it('should not show version delete buttons without document delete permission', () => {
+    fixture.destroy()
+    permissionsService.currentUserCan.mockReturnValue(false)
+    fixture = TestBed.createComponent(DocumentVersionDropdownComponent)
+    component = fixture.componentInstance
+    component.documentId = 3
+    component.selectedVersionId = 3
+    component.userIsOwner = true
+    component.userCanEdit = true
+    component.versions = [
+      { id: 3, is_root: true, checksum: 'aaaa' },
+      { id: 10, is_root: false, checksum: 'bbbb' },
+    ]
+
+    fixture.detectChanges()
+
+    expect(permissionsService.currentUserCan).toHaveBeenCalledWith(
+      PermissionAction.Delete,
+      PermissionType.Document
+    )
+    expect(
+      fixture.debugElement.queryAll(By.css('pngx-confirm-button'))
+    ).toHaveLength(0)
+  })
+
   it('beginEditingVersion should set active row and draft label', () => {
     component.userCanEdit = true
     component.userIsOwner = true
@@ -222,9 +275,10 @@ describe('DocumentVersionDropdownComponent', () => {
   })
 
   it('onVersionFileSelected should upload and update versions after websocket success', () => {
+    // Newest first, as the API returns them
     const versions: DocumentVersionInfo[] = [
-      { id: 3, is_root: true, checksum: 'aaaa' },
       { id: 20, is_root: false, checksum: 'cccc' },
+      { id: 3, is_root: true, checksum: 'aaaa' },
     ]
     const file = new File(['test'], 'new-version.pdf', {
       type: 'application/pdf',
@@ -323,4 +377,45 @@ describe('DocumentVersionDropdownComponent', () => {
     expect(component.editingVersionId).toBeNull()
     expect(component.versionLabelDraft).toEqual('')
   })
+
+  it('addExistingDocumentAsVersion should merge with a label and refresh versions', () => {
+    const confirmClicked = new Subject<number>()
+    const modal = {
+      componentInstance: {
+        rootDocumentID: null,
+        buttonsEnabled: signal(true),
+        confirmClicked,
+      },
+      close: jest.fn(),
+    }
+    modalService.open.mockReturnValue(modal as any)
+    documentService.mergeDocumentsAsVersions.mockReturnValue(of({} as any))
+    // Newest first, as the API returns them. The merged document has a lower id
+    // than the root, which is the whole point of merging an existing document.
+    const versions: DocumentVersionInfo[] = [
+      { id: 2, is_root: false, checksum: 'cccc' },
+      { id: 3, is_root: true, checksum: 'aaaa' },
+    ]
+    documentService.getVersions.mockReturnValue(of({ id: 3, versions } as any))
+    component.newVersionLabel = '  Imported  '
+    const versionsEmitSpy = jest.spyOn(component.versionsUpdated, 'emit')
+    const selectedEmitSpy = jest.spyOn(component.versionSelected, 'emit')
+
+    component.addExistingDocumentAsVersion()
+    expect(modal.componentInstance.rootDocumentID).toEqual(3)
+    confirmClicked.next(2)
+
+    expect(documentService.mergeDocumentsAsVersions).toHaveBeenCalledWith(
+      [3, 2],
+      3,
+      'Imported'
+    )
+    expect(documentService.updateVersionLabel).not.toHaveBeenCalled()
+    expect(documentService.getVersions).toHaveBeenCalledWith(3)
+    expect(versionsEmitSpy).toHaveBeenCalledWith(versions)
+    expect(selectedEmitSpy).toHaveBeenCalledWith(2)
+    expect(component.newVersionLabel).toEqual('')
+    expect(modal.close).toHaveBeenCalled()
+    expect(toastService.showInfo).toHaveBeenCalled()
+  })
 })

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

@@ -11,7 +11,7 @@ import {
   SimpleChanges,
 } from '@angular/core'
 import { FormsModule } from '@angular/forms'
-import { NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
+import { NgbDropdownModule, NgbModal } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { merge, of, Subject } from 'rxjs'
 import {
@@ -25,6 +25,7 @@ import {
   tap,
 } from 'rxjs/operators'
 import { DocumentVersionInfo } from 'src/app/data/document'
+import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { DocumentService } from 'src/app/services/rest/document.service'
 import { ToastService } from 'src/app/services/toast.service'
@@ -33,6 +34,8 @@ import {
   WebsocketStatusService,
 } from 'src/app/services/websocket-status.service'
 import { ConfirmButtonComponent } from '../../common/confirm-button/confirm-button.component'
+import { ComponentWithPermissions } from '../../with-permissions/with-permissions.component'
+import { AddExistingDocumentVersionDialogComponent } from './add-existing-document-version-dialog/add-existing-document-version-dialog.component'
 
 @Component({
   selector: 'pngx-document-version-dropdown',
@@ -43,11 +46,15 @@ import { ConfirmButtonComponent } from '../../common/confirm-button/confirm-butt
     NgbDropdownModule,
     NgxBootstrapIconsModule,
     ConfirmButtonComponent,
+    IfPermissionsDirective,
     SlicePipe,
     CustomDatePipe,
   ],
 })
-export class DocumentVersionDropdownComponent implements OnChanges, OnDestroy {
+export class DocumentVersionDropdownComponent
+  extends ComponentWithPermissions
+  implements OnChanges, OnDestroy
+{
   UploadState = UploadState
 
   @Input() documentId: number
@@ -69,6 +76,7 @@ export class DocumentVersionDropdownComponent implements OnChanges, OnDestroy {
   private readonly documentsService = inject(DocumentService)
   private readonly toastService = inject(ToastService)
   private readonly websocketStatusService = inject(WebsocketStatusService)
+  private readonly modalService = inject(NgbModal)
   private readonly destroy$ = new Subject<void>()
   private readonly documentChange$ = new Subject<void>()
 
@@ -256,11 +264,10 @@ export class DocumentVersionDropdownComponent implements OnChanges, OnDestroy {
       .subscribe({
         next: (doc) => {
           if (uploadDocumentId !== this.documentId) return
-          if (doc?.versions) {
+          if (doc?.versions?.length) {
             this.versionsUpdated.emit(doc.versions)
-            this.versionSelected.emit(
-              Math.max(...doc.versions.map((version) => version.id))
-            )
+            // The API returns versions newest first
+            this.versionSelected.emit(doc.versions[0].id)
             this.clearVersionUploadStatus()
           }
         },
@@ -278,6 +285,55 @@ export class DocumentVersionDropdownComponent implements OnChanges, OnDestroy {
       })
   }
 
+  addExistingDocumentAsVersion(): void {
+    const modal = this.modalService.open(
+      AddExistingDocumentVersionDialogComponent,
+      { backdrop: 'static' }
+    )
+    const dialog =
+      modal.componentInstance as AddExistingDocumentVersionDialogComponent
+    dialog.rootDocumentID = this.documentId
+    dialog.confirmClicked
+      .pipe(takeUntil(this.destroy$), takeUntil(this.documentChange$))
+      .subscribe((existingDocumentID) => {
+        dialog.buttonsEnabled.set(false)
+        const versionLabel = this.newVersionLabel?.trim()
+        this.documentsService
+          .mergeDocumentsAsVersions(
+            [this.documentId, existingDocumentID],
+            this.documentId,
+            versionLabel
+          )
+          .pipe(
+            switchMap(() => this.documentsService.getVersions(this.documentId)),
+            first(),
+            finalize(() => dialog.buttonsEnabled.set(true)),
+            takeUntil(this.destroy$),
+            takeUntil(this.documentChange$)
+          )
+          .subscribe({
+            next: (document) => {
+              if (document?.versions?.length) {
+                this.versionsUpdated.emit(document.versions)
+                // The API returns versions newest first
+                this.versionSelected.emit(document.versions[0].id)
+              }
+              this.newVersionLabel = ''
+              modal.close()
+              this.toastService.showInfo(
+                $localize`Existing document added as a version.`
+              )
+            },
+            error: (error) => {
+              this.toastService.showError(
+                $localize`Error adding existing document as a version`,
+                error
+              )
+            },
+          })
+      })
+  }
+
   clearVersionUploadStatus(): void {
     this.versionUploadState.set(UploadState.Idle)
     this.versionUploadError.set(null)

src-ui/src/app/components/document-detail/metadata-collapse/metadata-collapse.component.html

@@ -1,6 +1,6 @@
 <h6>
   <button type="button" class="btn btn-outline-secondary btn-sm me-2"
-    (click)="expand = !expand">
+    (click)="expand = !expand" aria-label="Toggle document metadata" i18n-aria-label>
     @if (!expand) {
       <i-bs width="1.2em" height="1.2em" name="caret-down"></i-bs>
     }

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

@@ -74,7 +74,7 @@
       </pngx-filterable-dropdown>
     }
     <div class="btn-group">
-      <button type="button" class="btn btn-sm btn-outline-primary me-2" (click)="setPermissions()" [disabled]="!userOwnsAll || !userCanEditAll">
+      <button type="button" class="btn btn-sm btn-outline-primary me-2" (click)="setPermissions()" [disabled]="!userOwnsAll || !userCanEditAll" aria-label="Permissions" i18n-aria-label>
         <i-bs name="person-fill-lock"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Permissions</ng-container></div>
       </button>
     </div>
@@ -82,7 +82,7 @@
   <div class="d-flex align-items-center gap-2 ms-auto">
     <div class="btn-toolbar">
       <div ngbDropdown>
-        <button class="btn btn-sm btn-outline-primary" id="dropdownSelect" [disabled]="!userCanEdit && !userCanAdd" ngbDropdownToggle>
+        <button class="btn btn-sm btn-outline-primary" id="dropdownSelect" [disabled]="!userCanEdit && !userCanAdd" ngbDropdownToggle aria-label="Actions" i18n-aria-label>
           <i-bs name="three-dots"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Actions</ng-container></div>
         </button>
         <div ngbDropdownMenu aria-labelledby="dropdownSelect" class="shadow">
@@ -95,6 +95,9 @@
           <button ngbDropdownItem (click)="mergeSelected()" [disabled]="!userCanAdd || list.allSelected || list.selectedCount < 2">
             <i-bs name="journals" class="me-1"></i-bs><ng-container i18n>Merge</ng-container>
           </button>
+          <button ngbDropdownItem (click)="mergeSelectedAsVersions()" [disabled]="!userOwnsAll || !userCanEditAll || !userCanDelete || list.allSelected || list.selectedCount < 2">
+            <i-bs name="journal-bookmark-fill" class="me-1"></i-bs><ng-container i18n>Merge as versions</ng-container>
+          </button>
         </div>
       </div>
     </div>
@@ -104,6 +107,8 @@
         id="dropdownSend"
         ngbDropdownToggle
         [disabled]="disabled || !canSendSelection"
+        aria-label="Send"
+        i18n-aria-label
       >
         <i-bs name="send"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Send</ng-container>
         </div>
@@ -124,7 +129,7 @@
       </div>
     </div>
     <div class="btn-group btn-group-sm">
-      <button class="btn btn-sm btn-outline-primary" [disabled]="awaitingDownload()" (click)="downloadSelected()">
+      <button class="btn btn-sm btn-outline-primary" [disabled]="awaitingDownload()" (click)="downloadSelected()" aria-label="Download" i18n-aria-label>
         @if (!awaitingDownload()) {
           <i-bs name="arrow-down"></i-bs>
         }
@@ -136,7 +141,7 @@
         <div class="d-none d-sm-inline ms-1"><ng-container i18n>Download</ng-container></div>
       </button>
       <div ngbDropdown class="me-2 d-flex btn-group" role="group">
-        <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle-split rounded-end" ngbDropdownToggle></button>
+        <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle-split rounded-end" ngbDropdownToggle aria-label="Download options" i18n-aria-label></button>
         <div ngbDropdownMenu aria-labelledby="dropdownSelect" class="shadow">
           <form [formGroup]="downloadForm" class="px-3 py-1">
             <p class="mb-1" i18n>Include:</p>

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

@@ -1,5 +1,5 @@
 .dropdown-toggle-split {
-    --bs-border-radius: .25rem;
+    --bs-border-radius: .45rem;
 }
 
 .dropdown-menu{

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

@@ -1248,6 +1248,89 @@ describe('BulkEditorComponent', () => {
     expect(documentListViewService.selected.size).toEqual(0)
   })
 
+  it('should support merging documents as versions', () => {
+    let modal: NgbModalRef
+    modalService.activeInstances.subscribe((m) => (modal = m[0]))
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    jest
+      .spyOn(documentListViewService, 'documents', 'get')
+      .mockReturnValue([{ id: 3 }, { id: 4 }])
+    jest.spyOn(documentService, 'getFew').mockReturnValue(
+      of({
+        all: [3, 4],
+        count: 2,
+        results: [
+          { id: 3, title: 'Document 3' },
+          { id: 4, title: 'Document 4' },
+        ],
+      })
+    )
+    jest
+      .spyOn(documentListViewService, 'selected', 'get')
+      .mockReturnValue(new Set([3, 4]))
+    jest
+      .spyOn(permissionsService, 'currentUserHasObjectPermissions')
+      .mockReturnValue(true)
+    jest
+      .spyOn(permissionsService, 'currentUserOwnsObject')
+      .mockReturnValue(true)
+    const mergeAsVersionsSpy = jest
+      .spyOn(documentService, 'mergeDocumentsAsVersions')
+      .mockReturnValue(of(true))
+    const toastInfoSpy = jest.spyOn(toastService, 'showInfo')
+    fixture.detectChanges()
+
+    component.mergeSelectedAsVersions()
+    expect(modal).not.toBeUndefined()
+    modal.componentInstance.rootDocumentID.set(4)
+    modal.componentInstance.confirm()
+
+    expect(mergeAsVersionsSpy).toHaveBeenCalledWith([3, 4], 4)
+    httpTestingController.match(
+      `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`
+    )
+    httpTestingController.match(
+      `${environment.apiBaseUrl}documents/?page=1&page_size=100000&fields=id`
+    )
+    expect(documentListViewService.selected.size).toEqual(0)
+    expect(toastInfoSpy).toHaveBeenCalledWith('Documents merged as versions.')
+  })
+
+  it('should not report success when merging documents as versions fails', () => {
+    let modal: NgbModalRef
+    modalService.activeInstances.subscribe((m) => (modal = m[0]))
+    jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
+    jest
+      .spyOn(documentListViewService, 'documents', 'get')
+      .mockReturnValue([{ id: 3 }, { id: 4 }])
+    jest.spyOn(documentService, 'getFew').mockReturnValue(
+      of({
+        all: [3, 4],
+        count: 2,
+        results: [
+          { id: 3, title: 'Document 3' },
+          { id: 4, title: 'Document 4' },
+        ],
+      })
+    )
+    jest
+      .spyOn(documentListViewService, 'selected', 'get')
+      .mockReturnValue(new Set([3, 4]))
+    jest
+      .spyOn(documentService, 'mergeDocumentsAsVersions')
+      .mockReturnValue(throwError(() => new Error('failed')))
+    const toastInfoSpy = jest.spyOn(toastService, 'showInfo')
+    const toastErrorSpy = jest.spyOn(toastService, 'showError')
+    fixture.detectChanges()
+
+    component.mergeSelectedAsVersions()
+    modal.componentInstance.rootDocumentID.set(4)
+    modal.componentInstance.confirm()
+
+    expect(toastErrorSpy).toHaveBeenCalled()
+    expect(toastInfoSpy).not.toHaveBeenCalled()
+  })
+
   it('should support bulk download with archive, originals or both and file formatting', () => {
     jest.spyOn(permissionsService, 'currentUserCan').mockReturnValue(true)
     jest

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

@@ -50,6 +50,7 @@ import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { flattenTags } from 'src/app/utils/flatten-tags'
 import { queryParamsFromFilterRules } from 'src/app/utils/query-params'
+import { MergeAsVersionsConfirmDialogComponent } from '../../common/confirm-dialog/merge-as-versions-confirm-dialog/merge-as-versions-confirm-dialog.component'
 import { MergeConfirmDialogComponent } from '../../common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component'
 import { RotateConfirmDialogComponent } from '../../common/confirm-dialog/rotate-confirm-dialog/rotate-confirm-dialog.component'
 import { CorrespondentEditDialogComponent } from '../../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
@@ -171,6 +172,13 @@ export class BulkEditorComponent
     )
   }
 
+  get userCanDelete(): boolean {
+    return this.permissionService.currentUserCan(
+      PermissionAction.Delete,
+      PermissionType.Document
+    )
+  }
+
   ngOnInit() {
     if (
       this.permissionService.currentUserCan(
@@ -287,14 +295,17 @@ export class BulkEditorComponent
   private executeDocumentAction(
     modal: NgbModalRef,
     request: Observable<any>,
-    options: { deleteOriginals?: boolean } = {}
+    options: { clearSelection?: boolean; successMessage?: string } = {}
   ) {
     if (modal) {
       modal.componentInstance.buttonsEnabled.set(false)
     }
     request.pipe(first()).subscribe({
       next: () => {
-        this.handleOperationSuccess(modal, options.deleteOriginals ?? false)
+        this.handleOperationSuccess(modal, options.clearSelection ?? false)
+        if (options.successMessage) {
+          this.toastService.showInfo(options.successMessage)
+        }
       },
       error: (error) => this.handleOperationError(modal, error),
     })
@@ -990,7 +1001,7 @@ export class BulkEditorComponent
         this.executeDocumentAction(
           modal,
           this.documentService.mergeDocuments(mergeDialog.documentIDs(), args),
-          { deleteOriginals: !!args.delete_originals }
+          { clearSelection: !!args.delete_originals }
         )
         this.toastService.showInfo(
           $localize`Merged document will be queued for consumption.`
@@ -998,6 +1009,35 @@ export class BulkEditorComponent
       })
   }
 
+  mergeSelectedAsVersions() {
+    let modal = this.modalService.open(MergeAsVersionsConfirmDialogComponent, {
+      backdrop: 'static',
+    })
+    const mergeDialog =
+      modal.componentInstance as MergeAsVersionsConfirmDialogComponent
+    const documentIDs = Array.from(this.list.selected)
+    mergeDialog.title = $localize`Merge as versions`
+    mergeDialog.message = $localize`The selected documents will become versions of the root document.`
+    mergeDialog.btnCaption = $localize`Proceed`
+    mergeDialog.documentIDs.set(documentIDs)
+    mergeDialog.rootDocumentID.set(documentIDs[0])
+    mergeDialog.confirmClicked
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe(() => {
+        this.executeDocumentAction(
+          modal,
+          this.documentService.mergeDocumentsAsVersions(
+            mergeDialog.documentIDs(),
+            mergeDialog.rootDocumentID()
+          ),
+          {
+            clearSelection: true,
+            successMessage: $localize`Documents merged as versions.`,
+          }
+        )
+      })
+  }
+
   public setCustomFieldValues(changedCustomFields: ChangedItems) {
     const modal = this.modalService.open(CustomFieldsBulkEditDialogComponent, {
       backdrop: 'static',

src-ui/src/app/components/document-list/bulk-editor/custom-fields-bulk-edit-dialog/custom-fields-bulk-edit-dialog.component.html

@@ -61,7 +61,7 @@
               </pngx-input-textarea>
             }
           }
-          <button type="button" class="btn btn-outline-danger mb-3" (click)="removeField(field.id)">
+          <button type="button" class="btn btn-outline-danger mb-3" (click)="removeField(field.id)" aria-label="Remove custom field" i18n-aria-label>
             <i-bs name="x"></i-bs>
           </button>
         </div>

src-ui/src/app/components/document-list/document-card-small/document-card-small.component.html

@@ -154,9 +154,9 @@
               <i-bs name="download"></i-bs>
             </a>
           } @else {
-            <button class="btn btn-sm btn-outline-secondary placeholder bg-secondary"></button>
-            <button class="btn btn-sm btn-outline-secondary placeholder bg-secondary"></button>
-            <button class="btn btn-sm btn-outline-secondary placeholder bg-secondary"></button>
+            <span class="btn btn-sm btn-outline-secondary placeholder bg-secondary" aria-hidden="true"></span>
+            <span class="btn btn-sm btn-outline-secondary placeholder bg-secondary" aria-hidden="true"></span>
+            <span class="btn btn-sm btn-outline-secondary placeholder bg-secondary" aria-hidden="true"></span>
           }
         </div>
       </div>

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

@@ -1,6 +1,6 @@
 <pngx-page-header [title]="getTitle()">
   <div ngbDropdown class="btn-group flex-fill d-sm-none">
-    <button class="btn btn-sm btn-outline-primary" id="dropdownSelectMobile" ngbDropdownToggle>
+    <button class="btn btn-sm btn-outline-primary" id="dropdownSelectMobile" ngbDropdownToggle aria-label="Select" i18n-aria-label>
       <i-bs name="text-indent-left"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Select</ng-container></div>
       @if (list.hasSelection) {
         <pngx-clearable-badge [selected]="list.hasSelection" [number]="list.selectedCount" (cleared)="list.selectNone()"></pngx-clearable-badge><span class="visually-hidden">selected</span>
@@ -31,7 +31,7 @@
     </div>
   </div>
   <div ngbDropdown class="btn-group flex-fill">
-    <button class="btn btn-sm btn-outline-primary" id="dropdownDisplayFields" ngbDropdownToggle>
+    <button class="btn btn-sm btn-outline-primary" id="dropdownDisplayFields" ngbDropdownToggle aria-label="Show" i18n-aria-label>
       <i-bs name="card-heading"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Show</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="dropdownDisplayFields" class="shadow">
@@ -61,7 +61,7 @@
   </div>
 
   <div ngbDropdown class="btn-group flex-fill">
-    <button class="btn btn-outline-primary btn-sm" id="dropdownBasic1" ngbDropdownToggle>
+    <button class="btn btn-outline-primary btn-sm" id="dropdownBasic1" ngbDropdownToggle aria-label="Sort" i18n-aria-label>
       <i-bs name="arrow-down-up"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Sort</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="dropdownBasic1" class="shadow dropdown-menu-right">
@@ -85,8 +85,8 @@
     </div>
   </div>
 
-  <div class="btn-group flex-fill" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.SavedView }" ngbDropdown role="group">
-    <button class="btn btn-sm btn-outline-primary dropdown-toggle flex-fill" tourAnchor="tour.documents-views" ngbDropdownToggle>
+  <div class="btn-group flex-fill" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.SavedView }" ngbDropdown #viewsDropdown="ngbDropdown" role="group">
+    <button class="btn btn-sm btn-outline-primary dropdown-toggle flex-fill" tourAnchor="tour.documents-views" ngbDropdownToggle aria-label="Views" i18n-aria-label>
       <i-bs name="window-stack"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Views</ng-container></div>
       @if (savedViewIsModified) {
         <div class="position-absolute top-0 start-100 p-2 translate-middle badge bg-secondary border border-light rounded-circle">
@@ -95,15 +95,15 @@
       }
     </button>
     <div class="dropdown-menu shadow dropdown-menu-right" ngbDropdownMenu>
-      @if (!list.activeSavedViewId) {
-        @for (view of savedViewService.allViews; track view) {
-          <button ngbDropdownItem (click)="loadViewConfig(view.id)">
-            <i-bs class="me-2" [name]="view.icon || 'funnel'"></i-bs>{{view.name}}
-          </button>
-        }
-        @if (savedViewService.allViews.length > 0) {
-          <div class="dropdown-divider"></div>
-        }
+      @if (viewsDropdown.isOpen() && !list.activeSavedViewId && savedViewService.allViews.length > 0) {
+        <div class="views-list overflow-y-auto">
+          @for (view of savedViewService.allViews; track view.id) {
+            <button ngbDropdownItem (click)="loadViewConfig(view.id)">
+              <i-bs class="me-2" [name]="view.icon || 'funnel'"></i-bs>{{view.name}}
+            </button>
+          }
+        </div>
+        <div class="dropdown-divider"></div>
       }
 
       @if (list.activeSavedViewId && activeSavedViewCanChange) {
@@ -157,7 +157,7 @@
     </div>
   </ng-template>
 
-  <div tourAnchor="tour.documents">
+  <div class="mt-3 mb-n2" tourAnchor="tour.documents">
     <ng-container *ngTemplateOutlet="pagination"></ng-container>
   </div>
 

src-ui/src/app/components/document-list/document-list.component.scss

@@ -56,11 +56,11 @@ $paperless-card-breakpoints: (
 
 .sticky-top {
   z-index: 990; // below main navbar
-  top: calc(7rem - 2px); // height of navbar + search row (mobile)
+  top: calc(7.5rem - 2px); // height of navbar + search row (mobile)
   transition: top 0.2s ease;
 
   @media (min-width: 580px) {
-    top: 3.5rem; // height of navbar
+    top: 4.5em; // height of navbar
   }
 }
 
@@ -73,7 +73,7 @@ $paperless-card-breakpoints: (
 
 @media (max-width: 579.98px) {
   :host-context(main.mobile-search-hidden) .sticky-top {
-    top: calc(3.5rem - 2px); // height of navbar only when search is hidden
+    top: calc(4rem - 2px); // height of navbar only when search is hidden
   }
 }
 
@@ -93,4 +93,8 @@ a {
 
 pngx-page-header .dropdown-menu {
   --bs-dropdown-min-width: 12em;
+
+  .views-list {
+    max-height: min(400px, calc(100vh - 260px)); // leave room for the header above and the actions below
+  }
 }

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

@@ -18,7 +18,7 @@
           </select>
         }
         @if (_textFilter) {
-          <button class="btn btn-link btn-sm px-2 position-absolute top-0 end-0 z-10" (click)="resetTextField()">
+          <button class="btn btn-link btn-sm px-2 position-absolute top-0 end-0 z-10" (click)="resetTextField()" aria-label="Clear search" i18n-aria-label>
             <i-bs width="1em" height="1em" name="x"></i-bs>
           </button>
         }

src-ui/src/app/components/manage/document-attributes/custom-fields/custom-fields.component.html

@@ -24,7 +24,7 @@
           <div class="btn-toolbar gap-2">
             <div class="btn-group d-block d-sm-none">
               <div ngbDropdown container="body" class="d-inline-block">
-                <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle>
+                <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle aria-label="Actions" i18n-aria-label>
                   <i-bs name="three-dots-vertical"></i-bs>
                 </button>
                 <div ngbDropdownMenu aria-labelledby="actionsMenuMobile">

src-ui/src/app/components/manage/document-attributes/document-attributes.component.html

@@ -7,7 +7,7 @@
   >
   @if (activeManagementList) {
     <div ngbDropdown class="btn-group flex-fill d-sm-none">
-      <button class="btn btn-sm btn-outline-primary" id="dropdownSelectMobile" ngbDropdownToggle>
+      <button class="btn btn-sm btn-outline-primary" id="dropdownSelectMobile" ngbDropdownToggle aria-label="Select" i18n-aria-label>
         <i-bs name="text-indent-left"></i-bs><div class="d-none d-sm-inline ms-1"><ng-container i18n>Select</ng-container></div>
         @if (activeManagementList.hasSelection) {
           <pngx-clearable-badge [selected]="activeManagementList.hasSelection" [number]="activeManagementList.selectedCount" (cleared)="activeManagementList.selectNone()"></pngx-clearable-badge><span class="visually-hidden">selected</span>

src-ui/src/app/components/manage/document-attributes/management-list/management-list.component.html

@@ -1,7 +1,7 @@
 <div class="row mb-3">
   <div class="col mb-2 mb-xl-0">
     <div class="form-inline d-flex align-items-center">
-      <label class="text-muted me-2 mb-0" for="managementNameFilter" i18n>Filter by:</label>
+      <label class="me-2 mb-0" for="managementNameFilter" i18n>Filter by:</label>
       <input id="managementNameFilter" class="form-control form-control-sm flex-fill w-auto" type="text" autofocus [(ngModel)]="nameFilter" (keyup)="onNameFilterKeyUp($event)" placeholder="Name" i18n-placeholder>
     </div>
   </div>
@@ -9,7 +9,7 @@
   <div class="col-auto mb-2 mb-xl-0">
     <div class="form-inline d-flex align-items-center">
       <div class="input-group input-group-sm w-auto d-none d-md-flex">
-        <label class="input-group-text border-0" for="managementPageSize" i18n>Show:</label>
+        <label class="input-group-text bg-transparent border-0" for="managementPageSize" i18n>Show:</label>
       </div>
       <div class="input-group input-group-sm w-auto me-3">
         <select id="managementPageSize" class="form-select form-select-sm small" [(ngModel)]="pageSize">
@@ -113,7 +113,7 @@
       <div class="btn-toolbar gap-2">
         <div class="btn-group d-block d-sm-none">
           <div ngbDropdown container="body" class="d-inline-block">
-            <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle>
+            <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle aria-label="Actions" i18n-aria-label>
               <i-bs name="three-dots-vertical"></i-bs>
             </button>
             <div ngbDropdownMenu aria-labelledby="actionsMenuMobile">

src-ui/src/app/components/manage/mail/mail.component.html

@@ -58,7 +58,7 @@
           <div class="col">
             <div class="btn-group d-block d-sm-none">
               <div ngbDropdown container="body" class="d-inline-block">
-                <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle>
+                <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle aria-label="Actions" i18n-aria-label>
                   <i-bs name="three-dots-vertical"></i-bs>
                 </button>
                 <div ngbDropdownMenu aria-labelledby="actionsMenuMobile">
@@ -146,7 +146,7 @@
           <div class="col-3">
             <div class="btn-group d-block d-sm-none">
               <div ngbDropdown container="body" class="d-inline-block">
-                <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle>
+                <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle aria-label="Actions" i18n-aria-label>
                   <i-bs name="three-dots-vertical"></i-bs>
                 </button>
                 <div ngbDropdownMenu aria-labelledby="actionsMenuMobile">

src-ui/src/app/components/manage/workflows/workflows.component.html

@@ -47,7 +47,7 @@
 
           <div class="btn-group d-block d-sm-none">
             <div ngbDropdown container="body" class="d-inline-block">
-              <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle>
+              <button type="button" class="btn btn-link" id="actionsMenuMobile" (click)="$event.stopPropagation()" ngbDropdownToggle aria-label="Actions" i18n-aria-label>
                 <i-bs name="three-dots-vertical"></i-bs>
               </button>
               <div ngbDropdownMenu aria-labelledby="actionsMenuMobile">

src-ui/src/app/services/rest/document.service.spec.ts

@@ -316,6 +316,34 @@ describe(`DocumentService`, () => {
     })
   })
 
+  it('should call appropriate api endpoint for merging documents as versions', () => {
+    const ids = [1, 2, 3]
+    subscription = service.mergeDocumentsAsVersions(ids, 2).subscribe()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}${endpoint}/merge_as_versions/`
+    )
+    expect(req.request.method).toEqual('POST')
+    expect(req.request.body).toEqual({
+      documents: ids,
+      root_document_id: 2,
+    })
+  })
+
+  it('should include an optional label when merging one document as a version', () => {
+    const ids = [1, 2]
+    subscription = service
+      .mergeDocumentsAsVersions(ids, 2, 'Imported')
+      .subscribe()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}${endpoint}/merge_as_versions/`
+    )
+    expect(req.request.body).toEqual({
+      documents: ids,
+      root_document_id: 2,
+      version_label: 'Imported',
+    })
+  })
+
   it('should call appropriate api endpoint for edit pdf', () => {
     const ids = [1]
     const args = { operations: [{ page: 1, rotate: 90, doc: 0 }] }

src-ui/src/app/services/rest/document.service.ts

@@ -374,6 +374,18 @@ export class DocumentService extends AbstractPaperlessService<Document> {
     })
   }
 
+  mergeDocumentsAsVersions(
+    ids: number[],
+    rootDocumentId: number,
+    versionLabel?: string
+  ) {
+    return this.http.post(this.getResourceUrl(null, 'merge_as_versions'), {
+      documents: ids,
+      root_document_id: rootDocumentId,
+      ...(versionLabel ? { version_label: versionLabel } : {}),
+    })
+  }
+
   editPdfDocuments(ids: number[], request: EditPdfDocumentsRequest) {
     return this.http.post(this.getResourceUrl(null, 'edit_pdf'), {
       documents: ids,

src-ui/src/app/services/websocket-status.service.spec.ts

@@ -438,6 +438,21 @@ describe('ConsumerStatusService', () => {
     expect(updated).toBeTruthy()
   })
 
+  it('should ignore keep-alive heartbeat messages from the server', () => {
+    let updated = false
+    let deleted = false
+    websocketStatusService.onDocumentUpdated().subscribe(() => (updated = true))
+    websocketStatusService.onDocumentDeleted().subscribe(() => (deleted = true))
+
+    websocketStatusService.connect()
+    server.send({ type: WebsocketStatusType.HEARTBEAT })
+
+    expect(updated).toBeFalsy()
+    expect(deleted).toBeFalsy()
+    expect(websocketStatusService.getConsumerStatus()).toHaveLength(0)
+    websocketStatusService.disconnect()
+  })
+
   it('should ignore document updated events the user cannot view', () => {
     let updated = false
     websocketStatusService.onDocumentUpdated().subscribe(() => {

src-ui/src/app/services/websocket-status.service.ts

@@ -11,6 +11,7 @@ export enum WebsocketStatusType {
   STATUS_UPDATE = 'status_update',
   DOCUMENTS_DELETED = 'documents_deleted',
   DOCUMENT_UPDATED = 'document_updated',
+  HEARTBEAT = 'heartbeat',
 }
 
 // see ProgressStatusOptions in src/documents/plugins/helpers.py
@@ -207,6 +208,10 @@ export class WebsocketStatusService {
         case WebsocketStatusType.STATUS_UPDATE:
           this.handleProgressUpdate(messageData as WebsocketProgressMessage)
           break
+
+        case WebsocketStatusType.HEARTBEAT:
+          // keep-alive from the server, see paperless.consumers.StatusConsumer
+          break
       }
     }
   }

src-ui/src/main.ts

@@ -115,6 +115,7 @@ import {
   house,
   inbox,
   infoCircle,
+  journalBookmarkFill,
   journals,
   link,
   listNested,
@@ -361,6 +362,7 @@ const icons = {
   house,
   inbox,
   infoCircle,
+  journalBookmarkFill,
   journals,
   link,
   listNested,

src-ui/src/styles.scss

@@ -1,7 +1,7 @@
 @use "sass:meta";
 // bs variables
 $grid-gutter-width: 1.5rem;
-$border-radius: .375rem;
+$border-radius: .425rem;
 $btn-border-width: var(--bs-border-width);
 
 $form-file-button-bg: var(--bs-body-bg);
@@ -68,15 +68,44 @@ body {
   --pngx-body-font-size: 0.875rem;
   font-size: var(--pngx-body-font-size);
   height: 100vh;
+  letter-spacing: -0.005em;
 }
 
 * {
   transition: background-color 0.3s ease, border-color 0.3s ease;
 }
 
+.card,
+.dropdown-menu,
+.modal-content,
+.popover {
+  --bs-card-border-color: color-mix(in srgb, var(--bs-border-color) 72%, transparent);
+  border-radius: .55rem;
+}
+
+.card {
+  box-shadow: 0 1px 2px rgba(0, 0, 0, .04), 0 8px 24px rgba(0, 0, 0, .035);
+}
+
+.btn {
+  --bs-btn-border-radius: .425rem;
+  --bs-border-radius-sm: .425rem;
+  font-weight: 500;
+}
+
+.form-control,
+.form-select,
+.input-group-text {
+  border-radius: .425rem;
+}
+
+.pagination, .input-group {
+  --bs-border-radius-sm: .425rem;
+}
+
 @media(min-width: 768px) {
   .col-slim {
-    padding-left: calc(50px + $grid-gutter-width) !important;
+    padding-left: calc(56px + $grid-gutter-width) !important;
   }
 }
 
@@ -607,10 +636,63 @@ table.table {
   color: var(--bs-body-color);
 }
 
+// Tighten horizontal spacing in modals on small viewports
+@media (max-width: 575.98px) {
+  .modal {
+    --bs-modal-margin: 0.25rem;
+    --bs-modal-header-padding-x: 0.5rem;
+    --bs-modal-header-padding: var(--bs-modal-header-padding-y) var(--bs-modal-header-padding-x);
+
+    .modal-body {
+      padding-inline: 0.5rem;
+    }
+
+    .modal-footer {
+      padding-inline: 0.25rem;
+    }
+
+    .accordion {
+      --bs-accordion-btn-padding-x: 0.75rem;
+      --bs-accordion-body-padding-x: 0.5rem;
+    }
+
+    .card {
+      --bs-card-spacer-x: 0.5rem;
+    }
+
+    .list-group {
+      --bs-list-group-item-padding-x: 0.5rem;
+    }
+  }
+}
+
+// Wider-width modals on small viewports when the content is wide (e.g. landscape)
+@media (min-width: 576px) and (max-height: 700px) {
+  .modal {
+    --bs-modal-margin: 0.5rem;
+  }
+
+  .modal-dialog {
+    max-width: min(var(--bs-modal-width), calc(100% - 1rem));
+  }
+
+  .modal-lg {
+    --bs-modal-width: 800px;
+  }
+
+  .modal-xl {
+    --bs-modal-width: 1140px;
+  }
+}
+
 .toast {
   --bs-toast-max-width: var(--pngx-toast-max-width);
 }
 
+.alert {
+  --bs-border-radius: .425rem;
+}
+
 .alert-primary {
   --bs-alert-color: var(--bs-primary);
   --bs-alert-bg: var(--pngx-primary-faded);
@@ -742,6 +824,8 @@ code {
   --bs-accordion-bg: var(--bs-light);
   --bs-accordion-active-color: var(--bs-primary);
   --bs-accordion-active-bg: var(--pngx-bg-alt);
+  --bs-border-radius: .425rem;
+  --bs-accordion-inner-border-radius: calc(.425rem - 1px);
 }
 
 .accordion-button::after {

src-ui/src/theme.scss

@@ -20,7 +20,7 @@
   --pngx-primary-darken-27: hsl(var(--pngx-primary), calc(var(--pngx-primary-lightness) - 27%));
   --pngx-success-darken-10: hsl(152, 69%, 11%); // based on success #198754
   --pngx-bg-alt: #fff;
-  --pngx-bg-darker: var(--bs-gray-100);
+  --pngx-bg-darker: #f4f6f5;
   --pngx-bg-alt2: var(--bs-gray-200); // #e9ecef
   --pngx-bg-disabled: #f7f7f7;
   --pngx-card-hover-border: var(--bs-tertiary-color);
@@ -91,7 +91,7 @@ $form-check-radio-checked-bg-image-dark: url("data:image/svg+xml,%3csvg xmlns='h
   --pngx-body-color-accent: #{$text-color-dark-bg-accent};
   --pngx-bg-alt: #242529;
   --pngx-bg-alt2: #232323;
-  --pngx-bg-darker: #101216;
+  --pngx-bg-darker: #121315;
   --pngx-bg-disabled: var(--pngx-bg-alt);
   --pngx-card-hover-border: var(--bs-border-color);
   --pngx-focus-alpha: 0.6;
@@ -107,7 +107,7 @@ $form-check-radio-checked-bg-image-dark: url("data:image/svg+xml,%3csvg xmlns='h
   --bs-light-rgb: 28, 28, 31;
   --bs-info: var(--pngx-bg-alt);
   --bs-info-rgb: 36, 36, 39;
-  --bs-border-color: #47494f;
+  --bs-border-color: #34373d;
   --bs-tertiary-bg: var(--pngx-bg-darker);
   --bs-dark-border-subtle: var(--pngx-bg-darker);
   --bs-border-color-translucent: rgba(0, 0, 0, .175); // override bs

src/documents/bulk_edit.py

@@ -12,6 +12,7 @@ from celery import group
 from celery import shared_task
 from django.conf import settings
 from django.db import transaction
+from django.db.models import Max
 from django.db.models import Q
 from django.utils import timezone
 
@@ -26,10 +27,11 @@ from documents.models import DocumentType
 from documents.models import PaperlessTask
 from documents.models import StoragePath
 from documents.models import Tag
-from documents.permissions import set_permissions_for_object
+from documents.permissions import set_permissions_for_objects
 from documents.plugins.helpers import DocumentsStatusManager
 from documents.tasks import bulk_update_documents
 from documents.tasks import consume_file
+from documents.tasks import remove_document_from_index
 from documents.tasks import update_document_content_maybe_archive_file
 from documents.versioning import get_latest_version_for_root
 from documents.versioning import get_root_document
@@ -39,6 +41,9 @@ if TYPE_CHECKING:
 
     from django.contrib.auth.models import User
 
+if settings.AUDIT_LOG_ENABLED:
+    from auditlog.models import LogEntry
+
 logger: logging.Logger = logging.getLogger("paperless.bulk_edit")
 
 SourceMode = Literal["latest_version", "explicit_selection"]
@@ -419,10 +424,13 @@ def set_permissions(
     else:
         qs.update(owner=owner)
 
-    for doc in qs:
-        set_permissions_for_object(permissions=set_permissions, object=doc, merge=merge)
-
     affected_docs = list(qs.values_list("pk", flat=True))
+    set_permissions_for_objects(
+        permissions=set_permissions,
+        model=Document,
+        pks=affected_docs,
+        merge=merge,
+    )
 
     bulk_update_documents.apply_async(
         kwargs={"document_ids": affected_docs},
@@ -612,6 +620,115 @@ def merge(
     return "OK"
 
 
+def merge_as_versions(
+    doc_ids: list[int],
+    *,
+    root_document_id: int,
+    version_label: str | None = None,
+    user: User | None = None,
+) -> Literal["OK"]:
+    with transaction.atomic():
+        documents = list(
+            # Ordered by pk so concurrent merges take the row locks in the same order
+            Document.objects.select_for_update()
+            .filter(id__in=doc_ids)
+            .order_by("id")
+            .defer("content"),
+        )
+        documents_by_id = {document.id: document for document in documents}
+
+        source_ids = [doc_id for doc_id in doc_ids if doc_id != root_document_id]
+        root_document = documents_by_id[root_document_id]
+        next_version_index = (
+            Document.global_objects.filter(
+                root_document_id=root_document_id,
+            ).aggregate(max_index=Max("version_index"))["max_index"]
+            or 0
+        )
+
+        # A version gives up its ASN
+        source_asns = [
+            documents_by_id[source_id].archive_serial_number
+            for source_id in source_ids
+            if documents_by_id[source_id].archive_serial_number is not None
+        ]
+
+        updated_fields = ["root_document", "version_index", "archive_serial_number"]
+        if version_label is not None:
+            updated_fields.append("version_label")
+
+        for source_id in source_ids:
+            next_version_index += 1
+            source_document = documents_by_id[source_id]
+            source_document.root_document_id = root_document.pk
+            source_document.version_index = next_version_index
+            source_document.archive_serial_number = None
+            if version_label is not None:
+                source_document.version_label = version_label
+
+        # bulk_update and not save() to avoid post_save now
+        Document.objects.bulk_update(
+            [documents_by_id[source_id] for source_id in source_ids],
+            updated_fields,
+        )
+
+        root_updates = {"modified": timezone.now()}
+        if source_asns and root_document.archive_serial_number is None:
+            # If a version had one, hand the ASN over, the same as merge() does
+            root_updates["archive_serial_number"] = source_asns.pop(0)
+            logger.info(
+                f"Document {root_document.id} took archive serial number "
+                f"{root_updates['archive_serial_number']} from a document merged into it",
+            )
+        if source_asns:
+            logger.warning(
+                f"Archive serial number(s) {source_asns} were removed by merging "
+                f"those documents as versions of document {root_document.id}",
+            )
+
+        Document.objects.filter(pk=root_document.pk).update(**root_updates)
+
+        if settings.AUDIT_LOG_ENABLED:
+            # update() doesn't fire auditlog signals, so manual
+            LogEntry.objects.log_create(
+                instance=root_document,
+                changes={"Merged As Versions": ["None", source_ids]},
+                action=LogEntry.Action.UPDATE,
+                actor=user,
+                additional_data={
+                    "reason": "Merged as versions",
+                    "version_ids": source_ids,
+                },
+            )
+
+    # One batch rather than a task each
+    from documents.search import SearchIndexLockError
+    from documents.search import get_backend
+
+    try:
+        with get_backend().batch_update() as batch:
+            for source_id in source_ids:
+                batch.remove(source_id)
+    except SearchIndexLockError:
+        logger.error(
+            f"Search index lock exhausted removing {source_ids}, "
+            f"scheduling deferred index removal",
+        )
+        for source_id in source_ids:
+            remove_document_from_index.apply_async(args=[source_id], countdown=60)
+
+    bulk_update_documents.apply_async(
+        kwargs={"document_ids": [root_document_id]},
+        headers={"trigger_source": PaperlessTask.TriggerSource.SYSTEM},
+    )
+
+    # And as far as the frontend is concerned, they're deleted
+    status_mgr = DocumentsStatusManager()
+    status_mgr.send_documents_deleted(source_ids)
+
+    return "OK"
+
+
 def split(
     doc_ids: list[int],
     pages: list[list[int]],

src/documents/models.py

@@ -372,6 +372,10 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
         For version documents, this is always the document's own content.
         If the queryset already annotated ``effective_content``, that value is used.
         """
+        # Here to avoid circular import
+        from documents.versioning import sort_versions_newest_first
+        from documents.versioning import versions_newest_first
+
         if hasattr(self, "effective_content"):
             return getattr(self, "effective_content")
 
@@ -388,12 +392,10 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
             # Empty list means prefetch ran and found no versions — use own content.
             if not prefetched_versions:
                 return self.content
-            latest_prefetched = max(prefetched_versions, key=lambda doc: doc.id)
-            return latest_prefetched.content
+            return sort_versions_newest_first(prefetched_versions)[0].content
 
         latest_version_content = (
-            Document.objects.filter(root_document=self)
-            .order_by("-id")
+            versions_newest_first(Document.objects.filter(root_document=self))
             .values_list("content", flat=True)
             .first()
         )

src/documents/permissions.py

@@ -173,6 +173,182 @@ def set_permissions_for_object(
                         )
 
 
+def _resolve_permissions(codenames: set[str], ctype: ContentType) -> list[Permission]:
+    """
+    Resolves `codenames` to Permission rows, raising like the single-object
+    assign_perm() this bulk path replaces does (via a `.get()` internally)
+    if any codename doesn't exist -- e.g. a client-supplied action name that
+    was never validated (BulkEditObjectsSerializer._validate_permissions
+    calls validate_set_permissions() only for its side-effecting id checks
+    and discards the filtered dict it returns, so an unrecognized action key
+    reaches this function as-is). A plain `.filter()` with no existence
+    check would otherwise silently build zero rows and no-op instead of
+    reporting the bad input.
+    """
+    permission_objs = list(
+        Permission.objects.filter(content_type=ctype, codename__in=codenames),
+    )
+    missing = codenames - {p.codename for p in permission_objs}
+    if missing:
+        raise Permission.DoesNotExist(
+            f"Permission matching query does not exist for codename(s): "
+            f"{', '.join(sorted(missing))}",
+        )
+    return permission_objs
+
+
+# Target number of permission rows to build in Python before handing them to
+# bulk_create -- keeps peak memory bounded for a large "apply to all" call,
+# independent of bulk_create's own batch_size (which only caps the size of
+# each INSERT statement, not how many row objects exist in memory at once).
+_PERMISSION_ROW_CHUNK_SIZE = 5000
+
+
+def _apply_bulk_permission_entry(
+    *,
+    perm_model: type[UserObjectPermission] | type[GroupObjectPermission],
+    identity_model: type[User] | type[Group],
+    identity_field: str,
+    ids: list[int],
+    codename: str,
+    permission_objs: list[Permission],
+    ctype: ContentType,
+    object_pks: list[str],
+    merge: bool,
+) -> None:
+    # Only the ids are needed to build permission rows (via `<field>_id=`),
+    # so avoid fetching full User/Group rows for identities that may not
+    # even end up being granted anything new.
+    add_ids = set(
+        identity_model.objects.filter(id__in=ids).values_list("id", flat=True),
+    )
+
+    if not merge:
+        existing_ids = set(
+            perm_model.objects.filter(
+                content_type=ctype,
+                object_pk__in=object_pks,
+                permission__codename=codename,
+            ).values_list(f"{identity_field}_id", flat=True),
+        )
+        remove_ids = existing_ids - add_ids
+        if remove_ids:
+            perm_model.objects.filter(
+                content_type=ctype,
+                object_pk__in=object_pks,
+                permission__codename=codename,
+                **{f"{identity_field}_id__in": remove_ids},
+            ).delete()
+
+    if not add_ids:
+        return
+
+    rows_per_pk = len(permission_objs) * len(add_ids)
+    pks_per_chunk = max(1, _PERMISSION_ROW_CHUNK_SIZE // rows_per_pk)
+    for start in range(0, len(object_pks), pks_per_chunk):
+        pk_chunk = object_pks[start : start + pks_per_chunk]
+        rows = [
+            perm_model(
+                content_type=ctype,
+                object_pk=pk,
+                permission=permission_obj,
+                **{f"{identity_field}_id": identity_id},
+            )
+            for permission_obj in permission_objs
+            for pk in pk_chunk
+            for identity_id in add_ids
+        ]
+        # ignore_conflicts skips only rows that already exist as an exact
+        # (identity, permission, object) match -- the same de-dup the
+        # underlying (user|group, permission, object_pk) unique constraint
+        # already enforces for the single-object assign_perm() this
+        # replaces, so it doesn't change what counts as "already granted".
+        # batch_size caps how many rows go into a single INSERT so a huge
+        # chunk doesn't build one enormous statement.
+        perm_model.objects.bulk_create(rows, ignore_conflicts=True, batch_size=1000)
+
+
+def set_permissions_for_objects(
+    permissions: dict,
+    model: type[Model],
+    pks: QuerySet | list,
+    *,
+    merge: bool = False,
+) -> None:
+    """
+    Bulk equivalent of set_permissions_for_object: applies the same
+    permission changes to every object identified by `pks` at once.
+
+    Takes a model + pks (rather than model instances) deliberately -- the
+    permission rows built below only ever need `pk`, `content_type`, and
+    identity ids, so callers shouldn't have to fetch full rows (with every
+    other field) just to hand them to this function.
+
+    Deliberately does not use guardian's queryset/list-aware assign_perm:
+    passing a list as the object routes to bulk_assign_perm, which skips
+    creating a direct permission row for anyone who already has the
+    permission via ANY group membership (it checks
+    ObjectPermissionChecker.has_perm, which is group-inheritance-aware) --
+    unlike the single-object assign_perm this replaces, which always
+    ensures a direct row via get_or_create regardless of group-derived
+    access. Losing that guarantee would mean a later revocation of the
+    group's grant silently strips access an admin explicitly asked to be
+    direct. Bulk-creating rows straight against the permission models
+    instead (see _apply_bulk_permission_entry) preserves the original
+    always-create-a-direct-row semantics while still batching every object
+    and every identity into one query per action, rather than one query per
+    (object, user) pair.
+    """
+    object_pks = [str(pk) for pk in pks]
+    if not object_pks:
+        return
+
+    model_name = model.__name__.lower()
+    ctype = ContentType.objects.get_for_model(model)
+
+    for action, entry in permissions.items():
+        codename = f"{action}_{model_name}"
+        implied_codenames = {codename}
+        if action == "change":
+            # change gives view too
+            implied_codenames.add(f"view_{model_name}")
+
+        # Resolved once per action (not once per users/groups branch) and
+        # shared between both below -- also where an unrecognized action
+        # name (see _resolve_permissions) is caught.
+        permission_objs = (
+            _resolve_permissions(implied_codenames, ctype)
+            if "users" in entry or "groups" in entry
+            else []
+        )
+
+        if "users" in entry:
+            _apply_bulk_permission_entry(
+                perm_model=UserObjectPermission,
+                identity_model=User,
+                identity_field="user",
+                ids=entry["users"],
+                codename=codename,
+                permission_objs=permission_objs,
+                ctype=ctype,
+                object_pks=object_pks,
+                merge=merge,
+            )
+
+        if "groups" in entry:
+            _apply_bulk_permission_entry(
+                perm_model=GroupObjectPermission,
+                identity_model=Group,
+                identity_field="group",
+                ids=entry["groups"],
+                codename=codename,
+                permission_objs=permission_objs,
+                ctype=ctype,
+                object_pks=object_pks,
+                merge=merge,
+            )
+
+
 def permitted_object_ids(
     user: User | None,
     model: type[Model],

src/documents/search/_backend.py

@@ -20,10 +20,7 @@ from typing import cast
 import filelock
 import tantivy
 from django.conf import settings
-from django.contrib.contenttypes.models import ContentType
 from django.utils.timezone import get_current_timezone
-from guardian.shortcuts import get_groups_with_perms
-from guardian.shortcuts import get_users_with_perms
 
 from documents.search._query import build_permission_filter
 from documents.search._query import extract_cjk_text
@@ -266,11 +263,7 @@ class WriteBatch:
             if self._lock is not None:
                 self._lock.release()
 
-    def add_or_update(
-        self,
-        document: Document,
-        effective_content: str | None = None,
-    ) -> None:
+    def add_or_update(self, document: Document) -> None:
         """
         Add or update a document in the batch.
 
@@ -280,11 +273,9 @@ class WriteBatch:
 
         Args:
             document: Django Document instance to index
-            effective_content: Override document.content for indexing (used when
-                re-indexing with newer OCR text from document versions)
         """
         self.remove(document.pk)
-        doc = self._backend._build_tantivy_doc(document, effective_content)
+        doc = self._backend._build_tantivy_doc(document)
         self._writer.add_document(doc)
 
     def remove(self, doc_id: int) -> None:
@@ -425,18 +416,20 @@ class TantivyBackend:
     def _build_tantivy_doc(
         self,
         document: Document,
-        effective_content: str | None = None,
         viewer_ids: list[int] | None = None,
         viewer_group_ids: list[int] | None = None,
     ) -> tantivy.Document:
         """Build a tantivy Document from a Django Document instance.
 
-        ``effective_content`` overrides ``document.content`` for indexing —
-        used when re-indexing a root document with a newer version's OCR text.
+        A root document is indexed with its effective content, i.e. the newest
+        version's OCR text, so it is never indexed with its own outdated text.
+        Annotate the queryset with ``annotate_effective_content`` when indexing
+        more than a couple of documents, to resolve that without a query each.
         """
-        content = (
-            effective_content if effective_content is not None else document.content
-        )
+        from guardian.shortcuts import get_groups_with_perms
+        from guardian.shortcuts import get_users_with_perms
+
+        content = document.get_effective_content() or ""
 
         doc = tantivy.Document()
 
@@ -584,11 +577,7 @@ class TantivyBackend:
 
         return doc
 
-    def add_or_update(
-        self,
-        document: Document,
-        effective_content: str | None = None,
-    ) -> None:
+    def add_or_update(self, document: Document) -> None:
         """
         Add or update a single document with file locking.
 
@@ -601,12 +590,11 @@ class TantivyBackend:
 
         Args:
             document: Django Document instance to index
-            effective_content: Override document.content for indexing
         """
         self._ensure_open()
         try:
             with self.batch_update(lock_timeout=_LOCK_TIMEOUT_SECONDS) as batch:
-                batch.add_or_update(document, effective_content)
+                batch.add_or_update(document)
         except SearchIndexLockError:
             logger.error(
                 "Search index lock exhausted for document %d after %d attempts; "
@@ -1027,7 +1015,6 @@ class TantivyBackend:
             ):
                 doc = self._build_tantivy_doc(
                     document,
-                    document.get_effective_content(),
                     viewer_ids=viewer_ids,
                     viewer_group_ids=viewer_group_ids,
                 )
@@ -1095,6 +1082,7 @@ def _bulk_get_viewer_permissions(
     """
     from collections import defaultdict
 
+    from django.contrib.contenttypes.models import ContentType
     from guardian.models import GroupObjectPermission
     from guardian.models import UserObjectPermission
 

src/documents/serialisers.py

@@ -88,6 +88,7 @@ from documents.templating.utils import convert_format_str_to_template_format
 from documents.templating.workflows import validate_workflow_template
 from documents.validators import uri_validator
 from documents.validators import url_validator
+from documents.versioning import sort_versions_newest_first
 
 if TYPE_CHECKING:
     from collections.abc import Iterable
@@ -1116,9 +1117,13 @@ class DocumentSerializer(
                 "added",
                 "checksum",
                 "version_label",
+                "root_document_id",
+                "version_index",
             )
             versions = [*versions_qs, root_doc]
 
+        versions = sort_versions_newest_first(versions)
+
         def build_info(doc: Document) -> _DocumentVersionInfo:
             return {
                 "id": doc.id,
@@ -1128,9 +1133,7 @@ class DocumentSerializer(
                 "is_root": doc.id == root_doc.id,
             }
 
-        info = [build_info(doc) for doc in versions]
-        info.sort(key=lambda item: item["id"], reverse=True)
-        return info
+        return [build_info(doc) for doc in versions]
 
     def get_original_file_name(self, obj) -> str | None:
         return obj.original_filename
@@ -1677,6 +1680,52 @@ class MergeDocumentsSerializer(DocumentListSerializer, SourceModeValidationMixin
     from_webui = serializers.BooleanField(required=False, default=False)
 
 
+class MergeDocumentsAsVersionsSerializer(DocumentListSerializer):
+    root_document_id = serializers.IntegerField(required=True)
+    version_label = serializers.CharField(
+        required=False,
+        allow_blank=True,
+        allow_null=True,
+        max_length=64,
+    )
+
+    def validate_version_label(self, value):
+        if value is None:
+            return None
+        normalized = value.strip()
+        return normalized or None
+
+    def validate(self, attrs):
+        documents = attrs["documents"]
+        if len(documents) < 2:
+            raise serializers.ValidationError(
+                "At least two documents are required.",
+            )
+        if attrs.get("version_label") is not None and len(documents) != 2:
+            raise serializers.ValidationError(
+                "version_label can only be used when merging one source document.",
+            )
+        if attrs["root_document_id"] not in documents:
+            raise serializers.ValidationError(
+                "root_document_id must be one of the selected documents.",
+            )
+
+        selected_documents = Document.objects.filter(id__in=documents)
+        if selected_documents.filter(root_document__isnull=False).exists():
+            raise serializers.ValidationError(
+                "Only top-level documents can be merged as versions.",
+            )
+
+        source_document_ids = set(documents) - {attrs["root_document_id"]}
+        if Document.global_objects.filter(
+            root_document_id__in=source_document_ids,
+        ).exists():
+            raise serializers.ValidationError(
+                "Documents with existing versions cannot be merged into another document.",
+            )
+        return attrs
+
+
 class EditPdfDocumentsSerializer(DocumentListSerializer, SourceModeValidationMixin):
     operations = serializers.ListField(required=True)
     delete_original = serializers.BooleanField(required=False, default=False)

src/documents/signals/handlers.py

@@ -794,10 +794,12 @@ def cleanup_user_deletion(sender, instance: User | Group, **kwargs) -> None:
 def add_to_index(sender, document, **kwargs) -> None:
     from documents.search import get_backend
 
-    get_backend().add_or_update(
-        document,
-        effective_content=document.get_effective_content(),
-    )
+    # A newly consumed version is not searchable on its own, its content
+    # becomes the effective_content of the root document
+    if document.root_document_id:
+        document = document.root_document
+
+    get_backend().add_or_update(document)
 
 
 def run_workflows_added(

src/documents/tasks.py

@@ -64,6 +64,7 @@ from documents.signals.handlers import send_websocket_document_updated
 from documents.utils import IterWrapper
 from documents.utils import compute_checksum
 from documents.utils import identity
+from documents.versioning import annotate_effective_content
 from documents.workflows.utils import get_workflows_for_trigger
 from paperless.config import AIConfig
 from paperless.logging import consume_task_id
@@ -114,10 +115,7 @@ def index_document(self, document_id: int) -> None:
         )
         return
     with get_backend().batch_update() as batch:
-        batch.add_or_update(
-            document,
-            effective_content=document.get_effective_content(),
-        )
+        batch.add_or_update(document)
 
 
 @shared_task(
@@ -312,7 +310,10 @@ def bulk_update_documents(document_ids) -> None:
     from documents.search import get_backend
 
     document_ids = list(document_ids)
-    documents = Document.objects.filter(id__in=document_ids)
+    # Annotated so indexing below doesn't query the versions of each document
+    documents = annotate_effective_content(
+        Document.objects.filter(id__in=document_ids),
+    )
 
     for doc in documents:
         clear_document_caches(doc.pk)

src/documents/tests/search/test_backend.py

@@ -16,6 +16,7 @@ from documents.search._backend import TantivyBackend
 from documents.search._backend import WriteBatch
 from documents.search._backend import get_backend
 from documents.search._backend import reset_backend
+from documents.signals.handlers import add_to_index
 from documents.tests.factories import CorrespondentFactory
 from documents.tests.factories import DocumentFactory
 from documents.tests.factories import DocumentTypeFactory
@@ -1030,6 +1031,81 @@ class TestHighlightHits:
         assert len(hits) == 0
 
 
+class TestVersionIndexing:
+    """
+    GIVEN:
+        - A root document whose new version has just been consumed, e.g. by
+          the password removal workflow action
+    WHEN:
+        - The consumption finished signal is handled
+    THEN:
+        - The root document is indexed with the new version's content, since
+          versions are not searchable on their own
+    """
+
+    def test_consumed_version_updates_root_entry(
+        self,
+        backend: TantivyBackend,
+        mocker: MockerFixture,
+    ) -> None:
+        root = Document.objects.create(
+            title="Statement",
+            content="",
+            checksum="VER1",
+            pk=90,
+        )
+        backend.add_or_update(root)
+        version = Document.objects.create(
+            title="Statement",
+            content="unprotected statement text",
+            checksum="VER2",
+            pk=91,
+            root_document=root,
+            version_index=1,
+        )
+        mocker.patch("documents.search.get_backend", return_value=backend)
+
+        add_to_index(sender=None, document=version)
+
+        assert backend.search_ids("unprotected", user=None) == [root.pk]
+
+
+class TestEffectiveContentIndexing:
+    """
+    GIVEN:
+        - A root document with a newer version
+    WHEN:
+        - The root document is indexed
+    THEN:
+        - The newest version's content is indexed, never the root's own
+          outdated text
+    """
+
+    def test_root_is_indexed_with_latest_version_content(
+        self,
+        backend: TantivyBackend,
+    ) -> None:
+        root = Document.objects.create(
+            title="Statement",
+            content="stale original text",
+            checksum="EFF1",
+            pk=95,
+        )
+        Document.objects.create(
+            title="Statement",
+            content="latest version text",
+            checksum="EFF2",
+            pk=96,
+            root_document=root,
+            version_index=1,
+        )
+
+        backend.add_or_update(root)
+
+        assert backend.search_ids("latest", user=None) == [root.pk]
+        assert backend.search_ids("stale", user=None) == []
+
+
 class TestIndexDirectoryGarbageCollection:
     """Regression tests for Tantivy segment files leaking on disk when
     multiple long-lived worker processes (Granian/Celery) take turns writing

src/documents/tests/test_api_document_versions.py

@@ -827,6 +827,67 @@ class TestDocumentVersioningApi(DirectoriesMixin, APITestCase):
         self.assertEqual(resp.status_code, status.HTTP_200_OK)
         self.assertEqual(resp.data["content"], "v1-content")
 
+    def _make_root_with_out_of_order_versions(self) -> tuple[Document, ...]:
+        """
+        A root whose newest version has a *lower* id than an older one, which is
+        what merging an existing document in as a version produces.
+        """
+        root = Document.objects.create(
+            title="root",
+            checksum="root",
+            mime_type="application/pdf",
+            content="root-content",
+        )
+        newest = Document.objects.create(
+            title="newest",
+            checksum="newest",
+            mime_type="application/pdf",
+            content="newest-content",
+        )
+        older = Document.objects.create(
+            title="older",
+            checksum="older",
+            mime_type="application/pdf",
+            root_document=root,
+            version_index=1,
+            content="older-content",
+        )
+        # Assigned last, so `newest` has the lower id despite being the later version
+        newest.root_document = root
+        newest.version_index = 2
+        newest.save()
+        return root, newest, older
+
+    def test_retrieve_uses_version_index_not_id_for_latest(self) -> None:
+        root, _, _ = self._make_root_with_out_of_order_versions()
+
+        resp = self.client.get(f"/api/documents/{root.id}/")
+
+        self.assertEqual(resp.status_code, status.HTTP_200_OK)
+        self.assertEqual(resp.data["content"], "newest-content")
+
+    def test_list_uses_version_index_not_id_for_latest(self) -> None:
+        self._make_root_with_out_of_order_versions()
+
+        resp = self.client.get("/api/documents/?fields=id,content")
+
+        self.assertEqual(resp.status_code, status.HTTP_200_OK)
+        self.assertEqual(
+            [doc["content"] for doc in resp.data["results"]],
+            ["newest-content"],
+        )
+
+    def test_versions_are_listed_newest_first_with_root_last(self) -> None:
+        root, newest, older = self._make_root_with_out_of_order_versions()
+
+        resp = self.client.get(f"/api/documents/{root.id}/")
+
+        self.assertEqual(resp.status_code, status.HTTP_200_OK)
+        self.assertEqual(
+            [(version["id"], version["is_root"]) for version in resp.data["versions"]],
+            [(newest.id, False), (older.id, False), (root.id, True)],
+        )
+
 
 class TestVersionAwareFilters(TestCase):
     def test_title_content_filter_falls_back_to_content(self) -> None:

src/documents/tests/test_api_documents.py

@@ -497,6 +497,56 @@ class TestDocumentApi(DirectoriesMixin, ConsumeTaskMixin, APITestCase):
         )
         response.close()
 
+    @override_settings(FILENAME_FORMAT="")
+    def test_serve_text_file_declares_utf8_charset(self) -> None:
+        """
+        GIVEN:
+            - A UTF-8 encoded text document
+        WHEN:
+            - The file is served for preview or download
+        THEN:
+            - The Content-Type declares the UTF-8 charset, so the browser does
+              not fall back to its locale default and mangle non-ASCII text
+        """
+        doc = Document.objects.create(
+            title="none",
+            filename="my_document.txt",
+            mime_type="text/plain",
+        )
+        Path(doc.source_path).write_bytes("für Grüße München".encode())
+
+        for endpoint in ("preview", "download"):
+            with self.subTest(endpoint=endpoint):
+                response = self.client.get(f"/api/documents/{doc.pk}/{endpoint}/")
+                self.assertEqual(response.status_code, status.HTTP_200_OK)
+                self.assertEqual(response["Content-Type"], "text/plain; charset=utf-8")
+                self.assertEqual(
+                    read_streaming_response(response).decode("utf-8"),
+                    "für Grüße München",
+                )
+
+    @override_settings(FILENAME_FORMAT="")
+    def test_serve_pdf_file_has_no_charset(self) -> None:
+        """
+        GIVEN:
+            - A PDF document
+        WHEN:
+            - The file is served for preview
+        THEN:
+            - No charset is added to the binary content type
+        """
+        doc = Document.objects.create(
+            title="none",
+            filename="my_document.pdf",
+            mime_type="application/pdf",
+        )
+        Path(doc.source_path).write_bytes(b"This is a test")
+
+        response = self.client.get(f"/api/documents/{doc.pk}/preview/")
+        self.assertEqual(response.status_code, status.HTTP_200_OK)
+        self.assertEqual(response["Content-Type"], "application/pdf")
+        response.close()
+
     def test_document_actions_not_existing_file(self) -> None:
         doc = Document.objects.create(
             title="none",

src/documents/tests/test_api_objects.py

@@ -2,10 +2,15 @@ import datetime
 import json
 from unittest import mock
 
+from django.contrib.auth.models import Group
 from django.contrib.auth.models import Permission
 from django.contrib.auth.models import User
+from django.db import connection
 from django.test import override_settings
+from django.test.utils import CaptureQueriesContext
 from guardian.shortcuts import assign_perm
+from guardian.shortcuts import get_groups_with_perms
+from guardian.shortcuts import get_users_with_perms
 from rest_framework import status
 from rest_framework.test import APITestCase
 
@@ -815,6 +820,59 @@ class TestBulkEditObjects(APITestCase):
         self.assertEqual(response.status_code, status.HTTP_200_OK)
         self.assertEqual(StoragePath.objects.count(), 0)
 
+    def test_bulk_objects_set_permissions_query_count_independent_of_object_count(
+        self,
+    ) -> None:
+        """
+        GIVEN:
+            - Many tags are being bulk-edited to set permissions at once
+        WHEN:
+            - bulk_edit_objects API endpoint is called with set_permissions
+              operation over a small batch vs. a much larger one
+        THEN:
+            - The number of queries issued is the same either way -- each
+              user/group is applied across all tags with one batched call,
+              not one call per (tag, user) pair
+        """
+        group1 = Group.objects.create(name="perm-group")
+        permissions = {
+            "view": {"users": [self.user1.id, self.user2.id], "groups": [group1.id]},
+            "change": {"users": [self.user1.id], "groups": [group1.id]},
+        }
+
+        def run_with_n_tags(n: int) -> int:
+            tags = [Tag.objects.create(name=f"perm-tag-{n}-{i}") for i in range(n)]
+            with CaptureQueriesContext(connection) as ctx:
+                response = self.client.post(
+                    "/api/bulk_edit_objects/",
+                    json.dumps(
+                        {
+                            "objects": [t.id for t in tags],
+                            "object_type": "tags",
+                            "operation": "set_permissions",
+                            "permissions": permissions,
+                            "merge": False,
+                        },
+                    ),
+                    content_type="application/json",
+                )
+            self.assertEqual(response.status_code, status.HTTP_200_OK)
+            for tag in tags:
+                self.assertEqual(get_users_with_perms(tag).count(), 2)
+                self.assertEqual(get_groups_with_perms(tag).count(), 1)
+            return len(ctx.captured_queries)
+
+        small_batch_queries = run_with_n_tags(5)
+        large_batch_queries = run_with_n_tags(50)
+
+        self.assertEqual(
+            small_batch_queries,
+            large_batch_queries,
+            "Expected the same query count regardless of tag count, got "
+            f"{small_batch_queries} queries for 5 tags vs. "
+            f"{large_batch_queries} for 50",
+        )
+
     def test_bulk_objects_delete_all_filtered(self) -> None:
         """
         GIVEN: