Update test_mail.py

[skip ci]

docs/changelog.md

@@ -1,5 +1,43 @@
 # Changelog
 
+## paperless-ngx 2.20.10
+
+### Bug Fixes
+
+-   Fix: support string coercion in filepath jinja templates [@shamoon](https://github.com/shamoon) ([#12244](https://github.com/paperless-ngx/paperless-ngx/pull/12244))
+-   Fix: apply ordering after annotating tag document count [@shamoon](https://github.com/shamoon) ([#12238](https://github.com/paperless-ngx/paperless-ngx/pull/12238))
+-   Fix: enforce path limit for db filename fields [@shamoon](https://github.com/shamoon) ([#12235](https://github.com/paperless-ngx/paperless-ngx/pull/12235))
+
+### All App Changes
+
+<details>
+<summary>3 changes</summary>
+
+-   Fix: support string coercion in filepath jinja templates [@shamoon](https://github.com/shamoon) ([#12244](https://github.com/paperless-ngx/paperless-ngx/pull/12244))
+-   Fix: apply ordering after annotating tag document count [@shamoon](https://github.com/shamoon) ([#12238](https://github.com/paperless-ngx/paperless-ngx/pull/12238))
+-   Fix: enforce path limit for db filename fields [@shamoon](https://github.com/shamoon) ([#12235](https://github.com/paperless-ngx/paperless-ngx/pull/12235))
+</details>
+
+## paperless-ngx 2.20.9
+
+### Security
+
+-   Resolve [GHSA-386h-chg4-cfw9](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-386h-chg4-cfw9)
+
+### Bug Fixes
+
+-   Fixhancement: config option reset [@shamoon](https://github.com/shamoon) ([#12176](https://github.com/paperless-ngx/paperless-ngx/pull/12176))
+-   Fix: correct page count by separating display vs collection sizes for tags [@shamoon](https://github.com/shamoon) ([#12170](https://github.com/paperless-ngx/paperless-ngx/pull/12170))
+
+### All App Changes
+
+<details>
+<summary>2 changes</summary>
+
+-   Fixhancement: config option reset [@shamoon](https://github.com/shamoon) ([#12176](https://github.com/paperless-ngx/paperless-ngx/pull/12176))
+-   Fix: correct page count by separating display vs collection sizes for tags [@shamoon](https://github.com/shamoon) ([#12170](https://github.com/paperless-ngx/paperless-ngx/pull/12170))
+</details>
+
 ## paperless-ngx 2.20.8
 
 ### Security

docs/usage.md

@@ -570,7 +570,7 @@ applied. You can use the following placeholders in the template with any trigger
 -   `{{added_day}}`: added day
 -   `{{added_time}}`: added time in HH:MM format
 -   `{{original_filename}}`: original file name without extension
--   `{{filename}}`: current file name without extension
+-   `{{filename}}`: current file name without extension (for "added" workflows this may not be final yet, you can use `{{original_filename}}`)
 -   `{{doc_title}}`: current document title
 
 The following placeholders are only available for "added" or "updated" triggers

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "paperless-ngx"
-version = "2.20.9"
+version = "2.20.10"
 description = "A community-supported supercharged document management system: scan, index and archive all your physical documents"
 readme = "README.md"
 requires-python = ">=3.10"

src-ui/package.json

@@ -1,6 +1,6 @@
 {
   "name": "paperless-ngx-ui",
-  "version": "2.20.9",
+  "version": "2.20.10",
   "scripts": {
     "preinstall": "npx only-allow pnpm",
     "ng": "ng",

src-ui/src/app/components/common/filterable-dropdown/filterable-dropdown.component.spec.ts

@@ -631,6 +631,59 @@ describe('FilterableDropdownComponent & FilterableDropdownSelectionModel', () =>
     ])
   })
 
+  it('deselecting a parent clears selected descendants', () => {
+    const root: Tag = { id: 100, name: 'Root Tag' }
+    const child: Tag = { id: 101, name: 'Child Tag', parent: root.id }
+    const grandchild: Tag = {
+      id: 102,
+      name: 'Grandchild Tag',
+      parent: child.id,
+    }
+    const other: Tag = { id: 103, name: 'Other Tag' }
+
+    selectionModel.items = [root, child, grandchild, other]
+    selectionModel.set(root.id, ToggleableItemState.Selected, false)
+    selectionModel.set(child.id, ToggleableItemState.Selected, false)
+    selectionModel.set(grandchild.id, ToggleableItemState.Selected, false)
+    selectionModel.set(other.id, ToggleableItemState.Selected, false)
+
+    selectionModel.toggle(root.id, false)
+
+    expect(selectionModel.getSelectedItems()).toEqual([other])
+  })
+
+  it('un-excluding a parent clears excluded descendants', () => {
+    const root: Tag = { id: 110, name: 'Root Tag' }
+    const child: Tag = { id: 111, name: 'Child Tag', parent: root.id }
+    const other: Tag = { id: 112, name: 'Other Tag' }
+
+    selectionModel.items = [root, child, other]
+    selectionModel.set(root.id, ToggleableItemState.Excluded, false)
+    selectionModel.set(child.id, ToggleableItemState.Excluded, false)
+    selectionModel.set(other.id, ToggleableItemState.Excluded, false)
+
+    selectionModel.exclude(root.id, false)
+
+    expect(selectionModel.getExcludedItems()).toEqual([other])
+  })
+
+  it('excluding a selected parent clears selected descendants', () => {
+    const root: Tag = { id: 120, name: 'Root Tag' }
+    const child: Tag = { id: 121, name: 'Child Tag', parent: root.id }
+    const other: Tag = { id: 122, name: 'Other Tag' }
+
+    selectionModel.manyToOne = true
+    selectionModel.items = [root, child, other]
+    selectionModel.set(root.id, ToggleableItemState.Selected, false)
+    selectionModel.set(child.id, ToggleableItemState.Selected, false)
+    selectionModel.set(other.id, ToggleableItemState.Selected, false)
+
+    selectionModel.exclude(root.id, false)
+
+    expect(selectionModel.getExcludedItems()).toEqual([root])
+    expect(selectionModel.getSelectedItems()).toEqual([other])
+  })
+
   it('resorts items immediately when document count sorting enabled', () => {
     const apple: Tag = { id: 55, name: 'Apple' }
     const zebra: Tag = { id: 56, name: 'Zebra' }

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

@@ -231,6 +231,7 @@ export class FilterableDropdownSelectionModel {
       state == ToggleableItemState.Excluded
     ) {
       this.temporarySelectionStates.delete(id)
+      this.clearDescendantSelections(id)
     }
 
     if (!id) {
@@ -257,6 +258,7 @@ export class FilterableDropdownSelectionModel {
 
       if (this.manyToOne || this.singleSelect) {
         this.temporarySelectionStates.set(id, ToggleableItemState.Excluded)
+        this.clearDescendantSelections(id)
 
         if (this.singleSelect) {
           for (let key of this.temporarySelectionStates.keys()) {
@@ -277,9 +279,15 @@ export class FilterableDropdownSelectionModel {
           newState = ToggleableItemState.NotSelected
         }
         this.temporarySelectionStates.set(id, newState)
+        if (newState == ToggleableItemState.Excluded) {
+          this.clearDescendantSelections(id)
+        }
       }
     } else if (!id || state == ToggleableItemState.Excluded) {
       this.temporarySelectionStates.delete(id)
+      if (id) {
+        this.clearDescendantSelections(id)
+      }
     }
 
     if (fireEvent) {
@@ -291,6 +299,33 @@ export class FilterableDropdownSelectionModel {
     return this.selectionStates.get(id) || ToggleableItemState.NotSelected
   }
 
+  private clearDescendantSelections(id: number) {
+    for (const descendantID of this.getDescendantIDs(id)) {
+      this.temporarySelectionStates.delete(descendantID)
+    }
+  }
+
+  private getDescendantIDs(id: number): number[] {
+    const descendants: number[] = []
+    const queue: number[] = [id]
+
+    while (queue.length) {
+      const parentID = queue.shift()
+      for (const item of this._items) {
+        if (
+          typeof item?.id === 'number' &&
+          typeof (item as any)['parent'] === 'number' &&
+          (item as any)['parent'] === parentID
+        ) {
+          descendants.push(item.id)
+          queue.push(item.id)
+        }
+      }
+    }
+
+    return descendants
+  }
+
   get logicalOperator(): LogicalOperator {
     return this.temporaryLogicalOperator
   }

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

@@ -15,7 +15,7 @@
       }
 
       @if (document && displayFields?.includes(DisplayField.TAGS)) {
-        <div class="tags d-flex flex-column text-end position-absolute me-1 fs-6">
+        <div class="tags d-flex flex-column text-end position-absolute me-1 fs-6" [class.tags-no-wrap]="document.tags.length > 3">
           @for (tagID of tagIDs; track tagID) {
             <pngx-tag [tagID]="tagID" (click)="clickTag.emit(tagID);$event.stopPropagation()" [clickable]="true" linkTitle="Toggle tag filter" i18n-linkTitle></pngx-tag>
           }

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

@@ -72,4 +72,14 @@ a {
   max-width: 80%;
   row-gap: .2rem;
   line-height: 1;
+
+  &.tags-no-wrap {
+    ::ng-deep .badge {
+      display: inline-block;
+      max-width: 100%;
+      white-space: nowrap;
+      overflow: hidden;
+      text-overflow: ellipsis;
+    }
+  }
 }

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

@@ -82,6 +82,16 @@ describe('DocumentCardSmallComponent', () => {
     ).toHaveLength(6)
   })
 
+  it('should clear hidden tag counter when tag count falls below the limit', () => {
+    expect(component.moreTags).toEqual(3)
+
+    component.document.tags = [1, 2, 3, 4, 5, 6]
+    fixture.detectChanges()
+
+    expect(component.moreTags).toBeNull()
+    expect(fixture.nativeElement.textContent).not.toContain('+ 3')
+  })
+
   it('should try to close the preview on mouse leave', () => {
     component.popupPreview = {
       close: jest.fn(),

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

@@ -126,6 +126,7 @@ export class DocumentCardSmallComponent
       this.moreTags = this.document.tags.length - (limit - 1)
       return this.document.tags.slice(0, limit - 1)
     } else {
+      this.moreTags = null
       return this.document.tags
     }
   }

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

@@ -6,7 +6,7 @@ export const environment = {
   apiVersion: '9', // match src/paperless/settings.py
   appTitle: 'Paperless-ngx',
   tag: 'prod',
-  version: '2.20.9',
+  version: '2.20.10',
   webSocketHost: window.location.host,
   webSocketProtocol: window.location.protocol == 'https:' ? 'wss:' : 'ws:',
   webSocketBaseUrl: base_url.pathname + 'ws/',

src-ui/src/theme.scss

@@ -149,6 +149,10 @@ $form-check-radio-checked-bg-image-dark: url("data:image/svg+xml,<svg xmlns='htt
     background-color: var(--pngx-body-color-accent);
   }
 
+  .list-group-item-action:not(.active):active {
+    --bs-list-group-action-active-color: var(--bs-body-color);
+    --bs-list-group-action-active-bg: var(--pngx-bg-darker);
+  }
   .search-container {
     input, input:focus, i-bs[name="search"] , ::placeholder {
       color: var(--pngx-primary-text-contrast) !important;

src/documents/consumer.py

@@ -19,6 +19,7 @@ from documents.classifier import load_classifier
 from documents.data_models import ConsumableDocument
 from documents.data_models import DocumentMetadataOverrides
 from documents.file_handling import create_source_path_directory
+from documents.file_handling import generate_filename
 from documents.file_handling import generate_unique_filename
 from documents.loggers import LoggingMixin
 from documents.models import Correspondent
@@ -493,7 +494,19 @@ class ConsumerPlugin(
                 # After everything is in the database, copy the files into
                 # place. If this fails, we'll also rollback the transaction.
                 with FileLock(settings.MEDIA_LOCK):
-                    document.filename = generate_unique_filename(document)
+                    generated_filename = generate_unique_filename(document)
+                    if (
+                        len(str(generated_filename))
+                        > Document.MAX_STORED_FILENAME_LENGTH
+                    ):
+                        self.log.warning(
+                            "Generated source filename exceeds db path limit, falling back to default naming",
+                        )
+                        generated_filename = generate_filename(
+                            document,
+                            use_format=False,
+                        )
+                    document.filename = generated_filename
                     create_source_path_directory(document.source_path)
 
                     self._write(
@@ -511,10 +524,23 @@ class ConsumerPlugin(
                     )
 
                     if archive_path and Path(archive_path).is_file():
-                        document.archive_filename = generate_unique_filename(
+                        generated_archive_filename = generate_unique_filename(
                             document,
                             archive_filename=True,
                         )
+                        if (
+                            len(str(generated_archive_filename))
+                            > Document.MAX_STORED_FILENAME_LENGTH
+                        ):
+                            self.log.warning(
+                                "Generated archive filename exceeds db path limit, falling back to default naming",
+                            )
+                            generated_archive_filename = generate_filename(
+                                document,
+                                archive_filename=True,
+                                use_format=False,
+                            )
+                        document.archive_filename = generated_archive_filename
                         create_source_path_directory(document.archive_path)
                         self._write(
                             document.storage_type,

src/documents/file_handling.py

@@ -128,17 +128,21 @@ def generate_filename(
     counter=0,
     append_gpg=True,
     archive_filename=False,
+    use_format=True,
 ) -> Path:
     base_path: Path | None = None
 
     # Determine the source of the format string
-    if doc.storage_path is not None:
-        filename_format = doc.storage_path.path
-    elif settings.FILENAME_FORMAT is not None:
-        # Maybe convert old to new style
-        filename_format = convert_format_str_to_template_format(
-            settings.FILENAME_FORMAT,
-        )
+    if use_format:
+        if doc.storage_path is not None:
+            filename_format = doc.storage_path.path
+        elif settings.FILENAME_FORMAT is not None:
+            # Maybe convert old to new style
+            filename_format = convert_format_str_to_template_format(
+                settings.FILENAME_FORMAT,
+            )
+        else:
+            filename_format = None
     else:
         filename_format = None
 

src/documents/models.py

@@ -160,6 +160,7 @@ class Document(SoftDeleteModel, ModelWithOwner):
         (STORAGE_TYPE_UNENCRYPTED, _("Unencrypted")),
         (STORAGE_TYPE_GPG, _("Encrypted with GNU Privacy Guard")),
     )
+    MAX_STORED_FILENAME_LENGTH: Final[int] = 1024
 
     correspondent = models.ForeignKey(
         Correspondent,
@@ -267,7 +268,7 @@ class Document(SoftDeleteModel, ModelWithOwner):
 
     filename = models.FilePathField(
         _("filename"),
-        max_length=1024,
+        max_length=MAX_STORED_FILENAME_LENGTH,
         editable=False,
         default=None,
         unique=True,
@@ -277,7 +278,7 @@ class Document(SoftDeleteModel, ModelWithOwner):
 
     archive_filename = models.FilePathField(
         _("archive filename"),
-        max_length=1024,
+        max_length=MAX_STORED_FILENAME_LENGTH,
         editable=False,
         default=None,
         unique=True,
@@ -287,7 +288,7 @@ class Document(SoftDeleteModel, ModelWithOwner):
 
     original_filename = models.CharField(
         _("original filename"),
-        max_length=1024,
+        max_length=MAX_STORED_FILENAME_LENGTH,
         editable=False,
         default=None,
         unique=False,

src/documents/signals/handlers.py

@@ -460,8 +460,22 @@ def update_filename_and_move_files(
 
             old_filename = instance.filename
             old_source_path = instance.source_path
+            move_original = False
+
+            old_archive_filename = instance.archive_filename
+            old_archive_path = instance.archive_path
+            move_archive = False
 
             candidate_filename = generate_filename(instance)
+            if len(str(candidate_filename)) > Document.MAX_STORED_FILENAME_LENGTH:
+                msg = (
+                    f"Document {instance!s}: Generated filename exceeds db path "
+                    f"limit ({len(str(candidate_filename))} > "
+                    f"{Document.MAX_STORED_FILENAME_LENGTH}): {candidate_filename!s}"
+                )
+                logger.warning(msg)
+                raise CannotMoveFilesException(msg)
+
             candidate_source_path = (
                 settings.ORIGINALS_DIR / candidate_filename
             ).resolve()
@@ -480,11 +494,16 @@ def update_filename_and_move_files(
             instance.filename = str(new_filename)
             move_original = old_filename != instance.filename
 
-            old_archive_filename = instance.archive_filename
-            old_archive_path = instance.archive_path
-
             if instance.has_archive_version:
                 archive_candidate = generate_filename(instance, archive_filename=True)
+                if len(str(archive_candidate)) > Document.MAX_STORED_FILENAME_LENGTH:
+                    msg = (
+                        f"Document {instance!s}: Generated archive filename exceeds "
+                        f"db path limit ({len(str(archive_candidate))} > "
+                        f"{Document.MAX_STORED_FILENAME_LENGTH}): {archive_candidate!s}"
+                    )
+                    logger.warning(msg)
+                    raise CannotMoveFilesException(msg)
                 archive_candidate_path = (
                     settings.ARCHIVE_DIR / archive_candidate
                 ).resolve()
@@ -814,6 +833,8 @@ def run_workflows(
             if not use_overrides:
                 # limit title to 128 characters
                 document.title = document.title[:128]
+                # Make sure the filename and archive filename are accurate
+                document.refresh_from_db(fields=["filename", "archive_filename"])
                 # save first before setting tags
                 document.save()
                 document.tags.set(doc_tag_ids)

src/documents/templating/filepath.py

@@ -79,6 +79,23 @@ class PlaceholderString(str):
 NO_VALUE_PLACEHOLDER = PlaceholderString("-none-")
 
 
+class MatchingModelContext:
+    """
+    Safe template context for related objects.
+
+    Keeps legacy behavior where including the object ina template yields the related object's
+    name as a string, while still exposing limited attributes.
+    """
+
+    def __init__(self, *, id: int, name: str, path: str | None = None):
+        self.id = id
+        self.name = name
+        self.path = path
+
+    def __str__(self) -> str:
+        return self.name
+
+
 _template_environment.undefined = _LogStrictUndefined
 
 _template_environment.filters["get_cf_value"] = get_cf_value
@@ -221,19 +238,26 @@ def get_safe_document_context(
         else None,
         "tags": [{"name": tag.name, "id": tag.id} for tag in tags],
         "correspondent": (
-            {"name": document.correspondent.name, "id": document.correspondent.id}
+            MatchingModelContext(
+                name=document.correspondent.name,
+                id=document.correspondent.id,
+            )
             if document.correspondent
             else None
         ),
         "document_type": (
-            {"name": document.document_type.name, "id": document.document_type.id}
+            MatchingModelContext(
+                name=document.document_type.name,
+                id=document.document_type.id,
+            )
             if document.document_type
             else None
         ),
-        "storage_path": {
-            "path": document.storage_path.path,
-            "id": document.storage_path.id,
-        }
+        "storage_path": MatchingModelContext(
+            name=document.storage_path.name,
+            path=document.storage_path.path,
+            id=document.storage_path.id,
+        )
         if document.storage_path
         else None,
     }

src/documents/tests/test_consumer.py

@@ -633,6 +633,33 @@ class TestConsumer(
 
         self._assert_first_last_send_progress()
 
+    @mock.patch("documents.consumer.generate_unique_filename")
+    def testFilenameHandlingFallsBackWhenGeneratedPathExceedsDbLimit(self, m):
+        m.side_effect = lambda doc, archive_filename=False: Path(
+            ("a" * 1100 + ".pdf") if not archive_filename else ("b" * 1100 + ".pdf"),
+        )
+
+        with self.get_consumer(
+            self.get_test_file(),
+            DocumentMetadataOverrides(title="new docs"),
+        ) as consumer:
+            consumer.run()
+
+        document = Document.objects.first()
+        self.assertIsNotNone(document)
+        assert document is not None
+
+        self.assertEqual(document.filename, f"{document.pk:07d}.pdf")
+        self.assertLessEqual(len(document.filename), 1024)
+        self.assertLessEqual(
+            len(document.archive_filename),
+            1024,
+        )
+        self.assertIsFile(document.source_path)
+        self.assertIsFile(document.archive_path)
+
+        self._assert_first_last_send_progress()
+
     @override_settings(FILENAME_FORMAT="{correspondent}/{title}")
     @mock.patch("documents.signals.handlers.generate_unique_filename")
     def testFilenameHandlingUnstableFormat(self, m):

src/documents/tests/test_file_handling.py

@@ -1341,6 +1341,41 @@ class TestFilenameGeneration(DirectoriesMixin, TestCase):
             Path("somepath/asn-201-400/asn-3xx/Does Matter.pdf"),
         )
 
+    def test_template_related_context_keeps_legacy_string_coercion(self):
+        """
+        GIVEN:
+            - A storage path template that uses related objects directly as strings
+        WHEN:
+            - Filepath for a document with this format is called
+        THEN:
+            - Related objects coerce to their names (legacy behavior)
+            - Explicit attribute access remains available for new templates
+        """
+        sp = StoragePath.objects.create(
+            name="PARTNER",
+            path=(
+                "{{ document.storage_path|lower }} / "
+                "{{ document.correspondent|lower|replace('mi:', 'mieter/') }} / "
+                "{{ document_type|lower }} / "
+                "{{ title|lower }}"
+            ),
+        )
+        doc = Document.objects.create(
+            title="scan_017562",
+            created=datetime.date(2025, 7, 2),
+            added=timezone.make_aware(datetime.datetime(2026, 3, 3, 11, 53, 16)),
+            mime_type="application/pdf",
+            checksum="test-checksum",
+            storage_path=sp,
+            correspondent=Correspondent.objects.create(name="mi:kochkach"),
+            document_type=DocumentType.objects.create(name="Mietvertrag"),
+        )
+
+        self.assertEqual(
+            generate_filename(doc),
+            Path("partner/mieter/kochkach/mietvertrag/scan_017562.pdf"),
+        )
+
     @override_settings(
         FILENAME_FORMAT="{{creation_date}}/{{ title_name_str }}",
     )
@@ -1699,6 +1734,21 @@ class TestCustomFieldFilenameUpdates(
         self.assertTrue(Path(self.doc.source_path).is_file())
         self.assertLessEqual(m.call_count, 1)
 
+    @override_settings(FILENAME_FORMAT=None)
+    def test_overlong_storage_path_keeps_existing_filename(self):
+        initial_filename = generate_filename(self.doc)
+        Document.objects.filter(pk=self.doc.pk).update(filename=str(initial_filename))
+        self.doc.refresh_from_db()
+        Path(self.doc.source_path).parent.mkdir(parents=True, exist_ok=True)
+        Path(self.doc.source_path).touch()
+
+        self.doc.storage_path = StoragePath.objects.create(path="a" * 1100)
+        self.doc.save()
+
+        self.doc.refresh_from_db()
+        self.assertEqual(Path(self.doc.filename), initial_filename)
+        self.assertTrue(Path(self.doc.source_path).is_file())
+
 
 class TestPathDateLocalization:
     """

src/documents/tests/test_tag_hierarchy.py

@@ -147,6 +147,16 @@ class TestTagHierarchy(APITestCase):
         assert serializer.data  # triggers serialization
         assert "document_count_filter" in context
 
+    def test_tag_list_can_order_by_document_count_with_children(self) -> None:
+        self.document.tags.add(self.child)
+
+        response = self.client.get(
+            "/api/tags/",
+            {"ordering": "document_count"},
+        )
+
+        assert response.status_code == 200
+
     def test_cannot_set_parent_to_self(self):
         tag = Tag.objects.create(name="Selfie")
         resp = self.client.patch(

src/documents/tests/test_workflows.py

@@ -25,6 +25,7 @@ from rest_framework.test import APIClient
 from rest_framework.test import APITestCase
 
 from documents.file_handling import create_source_path_directory
+from documents.file_handling import generate_filename
 from documents.file_handling import generate_unique_filename
 from documents.signals.handlers import run_workflows
 from documents.workflows.webhooks import send_webhook
@@ -898,6 +899,63 @@ class TestWorkflows(
         expected_str = f"Document matched {trigger} from {w}"
         self.assertIn(expected_str, cm.output[0])
 
+    def test_workflow_assign_custom_field_keeps_storage_filename_in_sync(self) -> None:
+        """
+        GIVEN:
+            - Existing document with a storage path template that depends on a custom field
+            - Existing workflow triggered on document update assigning that custom field
+        WHEN:
+            - Workflow runs for the document
+        THEN:
+            - The database filename remains aligned with the moved file on disk
+        """
+        storage_path = StoragePath.objects.create(
+            name="workflow-custom-field-path",
+            path="{{ custom_fields|get_cf_value('Custom Field 1', 'none') }}/{{ title }}",
+        )
+        doc = Document.objects.create(
+            title="workflow custom field sync",
+            mime_type="application/pdf",
+            checksum="workflow-custom-field-sync",
+            storage_path=storage_path,
+            original_filename="workflow-custom-field-sync.pdf",
+        )
+        CustomFieldInstance.objects.create(
+            document=doc,
+            field=self.cf1,
+            value_text="initial",
+        )
+
+        generated = generate_unique_filename(doc)
+        destination = (settings.ORIGINALS_DIR / generated).resolve()
+        create_source_path_directory(destination)
+        shutil.copy(self.SAMPLE_DIR / "simple.pdf", destination)
+        Document.objects.filter(pk=doc.pk).update(filename=generated.as_posix())
+        doc.refresh_from_db()
+
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED,
+        )
+        action = WorkflowAction.objects.create(
+            type=WorkflowAction.WorkflowActionType.ASSIGNMENT,
+            assign_custom_fields_values={self.cf1.pk: "cars"},
+        )
+        action.assign_custom_fields.add(self.cf1.pk)
+        workflow = Workflow.objects.create(
+            name="Workflow custom field filename sync",
+            order=0,
+        )
+        workflow.triggers.add(trigger)
+        workflow.actions.add(action)
+        workflow.save()
+
+        run_workflows(WorkflowTrigger.WorkflowTriggerType.DOCUMENT_UPDATED, doc)
+
+        doc.refresh_from_db()
+        expected_filename = generate_filename(doc)
+        self.assertEqual(Path(doc.filename), expected_filename)
+        self.assertTrue(doc.source_path.is_file())
+
     def test_document_added_workflow(self):
         trigger = WorkflowTrigger.objects.create(
             type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,

src/documents/views.py

@@ -487,13 +487,13 @@ class TagViewSet(PermissionsAwareDocumentCountMixin, ModelViewSet):
             user = getattr(getattr(self, "request", None), "user", None)
             children_source = list(
                 annotate_document_count_for_related_queryset(
-                    Tag.objects.filter(pk__in=descendant_pks | {t.pk for t in all_tags})
-                    .select_related("owner")
-                    .order_by(*ordering),
+                    Tag.objects.filter(
+                        pk__in=descendant_pks | {t.pk for t in all_tags},
+                    ).select_related("owner"),
                     through_model=self.document_count_through,
                     related_object_field=self.document_count_source_field,
                     user=user,
-                ),
+                ).order_by(*ordering),
             )
         else:
             children_source = all_tags

src/paperless/version.py

@@ -1,6 +1,6 @@
 from typing import Final
 
-__version__: Final[tuple[int, int, int]] = (2, 20, 9)
+__version__: Final[tuple[int, int, int]] = (2, 20, 10)
 # Version string like X.Y.Z
 __full_version_str__: Final[str] = ".".join(map(str, __version__))
 # Version string like X.Y

src/paperless_mail/mail.py

@@ -472,6 +472,7 @@ class MailAccountHandler(LoggingMixin):
                 name=name,
                 defaults={
                     "match": name,
+                    "matching_algorithm": Correspondent.MATCH_AUTO,
                 },
             )[0]
         except DatabaseError as e:

src/paperless_mail/tests/test_mail.py

@@ -448,7 +448,7 @@ class TestMail(
         c = handler._get_correspondent(message, rule)
         self.assertIsNotNone(c)
         self.assertEqual(c.name, "someone@somewhere.com")
-        self.assertEqual(c.matching_algorithm, MatchingModel.MATCH_ANY)
+        self.assertEqual(c.matching_algorithm, MatchingModel.MATCH_AUTO)
         self.assertEqual(c.match, "someone@somewhere.com")
         c = handler._get_correspondent(message2, rule)
         self.assertIsNotNone(c)

uv.lock

@@ -1991,7 +1991,7 @@ wheels = [
 
 [[package]]
 name = "paperless-ngx"
-version = "2.20.9"
+version = "2.20.10"
 source = { virtual = "." }
 dependencies = [
     { name = "babel", marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },