Docs

Added a new --url argument to specify the base URL of the Paperless instance, allowing matched documents to be displayed as clickable links. Updated the logic to fetch document titles based on the presence of the base URL.

.github/release-drafter.yml

@@ -1,49 +1,51 @@
 categories:
+  - type: 'pre-include'
+    when:
+      - label: 'enhancement'
+      - label: 'bug'
+      - label: 'chore'
+      - label: 'deployment'
+      - label: 'translation'
+      - label: 'dependencies'
+      - label: 'documentation'
+      - label: 'frontend'
+      - label: 'backend'
+      - label: 'ci-cd'
+      - label: 'breaking-change'
+      - label: 'notable'
+  - type: 'pre-exclude'
+    when:
+      - label: 'skip-changelog'
   - title: 'Breaking Changes'
-    labels:
-      - 'breaking-change'
+    when:
+      - label: 'breaking-change'
   - title: 'Notable Changes'
-    labels:
-      - 'notable'
+    when:
+      - label: 'notable'
   - title: 'Features / Enhancements'
-    labels:
-      - 'enhancement'
+    when:
+      - label: 'enhancement'
   - title: 'Bug Fixes'
-    labels:
-      - 'bug'
+    when:
+      - label: 'bug'
   - title: 'Documentation'
-    labels:
-      - 'documentation'
+    when:
+      - label: 'documentation'
   - title: 'Maintenance'
-    labels:
-      - 'chore'
-      - 'deployment'
-      - 'translation'
-      - 'ci-cd'
+    when:
+      - label: 'chore'
+      - label: 'deployment'
+      - label: 'translation'
+      - label: 'ci-cd'
   - title: 'Dependencies'
     collapse-after: 3
-    labels:
-      - 'dependencies'
+    when:
+      - label: 'dependencies'
   - title: 'All App Changes'
-    labels:
-      - 'frontend'
-      - 'backend'
     collapse-after: 1
-include-labels:
-  - 'enhancement'
-  - 'bug'
-  - 'chore'
-  - 'deployment'
-  - 'translation'
-  - 'dependencies'
-  - 'documentation'
-  - 'frontend'
-  - 'backend'
-  - 'ci-cd'
-  - 'breaking-change'
-  - 'notable'
-exclude-labels:
-  - 'skip-changelog'
+    when:
+      - label: 'frontend'
+      - label: 'backend'
 filter-by-commitish: true
 category-template: '### $TITLE'
 change-template: '- $TITLE @$AUTHOR ([#$NUMBER]($URL))'

.github/workflows/ci-backend.yml

@@ -24,7 +24,7 @@ jobs:
       backend_changed: ${{ steps.force.outputs.run_all == 'true' || steps.filter.outputs.backend == 'true' }}
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           fetch-depth: 0
           persist-credentials: false
@@ -63,7 +63,7 @@ jobs:
       - name: Detect changes
         id: filter
         if: steps.force.outputs.run_all != 'true'
-        uses: dorny/paths-filter@fbd0ab8f3e69293af611ebaee6363fc25e6d187d # v4.0.1
+        uses: dorny/paths-filter@7b450fff21473bca461d4b92ce414b9d0420d706 # v4.0.2
         with:
           base: ${{ steps.range.outputs.base }}
           ref: ${{ steps.range.outputs.ref }}
@@ -87,7 +87,7 @@ jobs:
       fail-fast: false
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Start containers
@@ -96,11 +96,11 @@ jobs:
           docker compose --file docker/compose/docker-compose.ci-test.yml up --detach
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@ece7cb06caefa5fff74198d8649806c4678c61a1 # v6.3.0
+        uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97 # v7.0.0
         with:
           python-version: "${{ matrix.python-version }}"
       - name: Install uv
-        uses: astral-sh/setup-uv@fac544c07dec837d0ccb6301d7b5580bf5edae39 # v8.2.0
+        uses: astral-sh/setup-uv@c771a70e6277c0a99b617c7a806ffedaca235ff9 # v9.0.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
           enable-cache: true
@@ -169,16 +169,16 @@ jobs:
       PAPERLESS_SECRET_KEY: "ci-typing-not-a-real-secret"
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@ece7cb06caefa5fff74198d8649806c4678c61a1 # v6.3.0
+        uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97 # v7.0.0
         with:
           python-version: "${{ env.DEFAULT_PYTHON }}"
       - name: Install uv
-        uses: astral-sh/setup-uv@fac544c07dec837d0ccb6301d7b5580bf5edae39 # v8.2.0
+        uses: astral-sh/setup-uv@c771a70e6277c0a99b617c7a806ffedaca235ff9 # v9.0.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
           enable-cache: true

.github/workflows/ci-docker.yml

@@ -41,7 +41,7 @@ jobs:
       ref-name: ${{ steps.ref.outputs.name }}
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Determine ref name
@@ -106,9 +106,9 @@ jobs:
           echo "repository=${repo_name}"
           echo "name=${repo_name}" >> $GITHUB_OUTPUT
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@d7f5e7f509e45cec5c76c4d5afdd7de93d0b3df5 # v4.1.0
+        uses: docker/setup-buildx-action@bb05f3f5519dd87d3ba754cc423b652a5edd6d2c # v4.2.0
       - name: Login to GitHub Container Registry
-        uses: docker/login-action@650006c6eb7dba73a995cc03b0b2d7f5ca915bee # v4.2.0
+        uses: docker/login-action@abd2ef45e78c5afb21d64d4ca52ee8550d9572c7 # v4.5.1
         with:
           registry: ${{ env.REGISTRY }}
           username: ${{ github.actor }}
@@ -121,7 +121,7 @@ jobs:
           sudo rm -rf "$AGENT_TOOLSDIRECTORY"
       - name: Docker metadata
         id: docker-meta
-        uses: docker/metadata-action@80c7e94dd9b9319bd5eb7a0e0fe9291e23a2a2e9 # v6.1.0
+        uses: docker/metadata-action@dc802804100637a589fabce1cb79ff13a1411302 # v6.2.0
         with:
           images: |
             ${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}
@@ -132,7 +132,7 @@ jobs:
             type=semver,pattern={{major}}.{{minor}}
       - name: Build and push by digest
         id: build
-        uses: docker/build-push-action@f9f3042f7e2789586610d6e8b85c8f03e5195baf # v7.2.0
+        uses: docker/build-push-action@53b7df96c91f9c12dcc8a07bcb9ccacbed38856a # v7.3.0
         with:
           context: .
           file: ./Dockerfile
@@ -182,29 +182,29 @@ jobs:
           echo "Downloaded digests:"
           ls -la /tmp/digests/
       - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@d7f5e7f509e45cec5c76c4d5afdd7de93d0b3df5 # v4.1.0
+        uses: docker/setup-buildx-action@bb05f3f5519dd87d3ba754cc423b652a5edd6d2c # v4.2.0
       - name: Login to GitHub Container Registry
-        uses: docker/login-action@650006c6eb7dba73a995cc03b0b2d7f5ca915bee # v4.2.0
+        uses: docker/login-action@abd2ef45e78c5afb21d64d4ca52ee8550d9572c7 # v4.5.1
         with:
           registry: ${{ env.REGISTRY }}
           username: ${{ github.actor }}
           password: ${{ secrets.GITHUB_TOKEN }}
       - name: Login to Docker Hub
         if: needs.build-arch.outputs.push-external == 'true'
-        uses: docker/login-action@650006c6eb7dba73a995cc03b0b2d7f5ca915bee # v4.2.0
+        uses: docker/login-action@abd2ef45e78c5afb21d64d4ca52ee8550d9572c7 # v4.5.1
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
       - name: Login to Quay.io
         if: needs.build-arch.outputs.push-external == 'true'
-        uses: docker/login-action@650006c6eb7dba73a995cc03b0b2d7f5ca915bee # v4.2.0
+        uses: docker/login-action@abd2ef45e78c5afb21d64d4ca52ee8550d9572c7 # v4.5.1
         with:
           registry: quay.io
           username: ${{ secrets.QUAY_USERNAME }}
           password: ${{ secrets.QUAY_ROBOT_TOKEN }}
       - name: Docker metadata
         id: docker-meta
-        uses: docker/metadata-action@80c7e94dd9b9319bd5eb7a0e0fe9291e23a2a2e9 # v6.1.0
+        uses: docker/metadata-action@dc802804100637a589fabce1cb79ff13a1411302 # v6.2.0
         with:
           images: |
             ${{ env.REGISTRY }}/${{ needs.build-arch.outputs.repository }}

.github/workflows/ci-docs.yml

@@ -21,7 +21,7 @@ jobs:
       docs_changed: ${{ steps.force.outputs.run_all == 'true' || steps.filter.outputs.docs == 'true' }}
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           fetch-depth: 0
           persist-credentials: false
@@ -50,7 +50,7 @@ jobs:
       - name: Detect changes
         id: filter
         if: steps.force.outputs.run_all != 'true'
-        uses: dorny/paths-filter@fbd0ab8f3e69293af611ebaee6363fc25e6d187d # v4.0.1
+        uses: dorny/paths-filter@7b450fff21473bca461d4b92ce414b9d0420d706 # v4.0.2
         with:
           base: ${{ steps.range.outputs.base }}
           ref: ${{ steps.range.outputs.ref }}
@@ -69,16 +69,16 @@ jobs:
     steps:
       - uses: actions/configure-pages@45bfe0192ca1faeb007ade9deae92b16b8254a0d # v6.0.0
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@ece7cb06caefa5fff74198d8649806c4678c61a1 # v6.3.0
+        uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97 # v7.0.0
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
       - name: Install uv
-        uses: astral-sh/setup-uv@fac544c07dec837d0ccb6301d7b5580bf5edae39 # v8.2.0
+        uses: astral-sh/setup-uv@c771a70e6277c0a99b617c7a806ffedaca235ff9 # v9.0.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
           enable-cache: true

.github/workflows/ci-frontend.yml

@@ -21,7 +21,7 @@ jobs:
       frontend_changed: ${{ steps.force.outputs.run_all == 'true' || steps.filter.outputs.frontend == 'true' }}
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           fetch-depth: 0
           persist-credentials: false
@@ -60,7 +60,7 @@ jobs:
       - name: Detect changes
         id: filter
         if: steps.force.outputs.run_all != 'true'
-        uses: dorny/paths-filter@fbd0ab8f3e69293af611ebaee6363fc25e6d187d # v4.0.1
+        uses: dorny/paths-filter@7b450fff21473bca461d4b92ce414b9d0420d706 # v4.0.2
         with:
           base: ${{ steps.range.outputs.base }}
           ref: ${{ steps.range.outputs.ref }}
@@ -77,7 +77,7 @@ jobs:
       contents: read
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Install pnpm
@@ -85,7 +85,7 @@ jobs:
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
+        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
         with:
           node-version: 24.x
           cache: 'pnpm'
@@ -109,7 +109,7 @@ jobs:
       contents: read
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Install pnpm
@@ -117,7 +117,7 @@ jobs:
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
+        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
         with:
           node-version: 24.x
           cache: 'pnpm'
@@ -129,8 +129,8 @@ jobs:
             ~/.pnpm-store
             ~/.cache
           key: ${{ runner.os }}-frontend-${{ hashFiles('src-ui/pnpm-lock.yaml') }}
-      - name: Re-link Angular CLI
-        run: cd src-ui && pnpm link @angular/cli
+      - name: Install dependencies
+        run: cd src-ui && pnpm install --frozen-lockfile
       - name: Run lint
         run: cd src-ui && pnpm run lint
   unit-tests:
@@ -148,7 +148,7 @@ jobs:
         shard-count: [4]
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Install pnpm
@@ -156,7 +156,7 @@ jobs:
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
+        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
         with:
           node-version: 24.x
           cache: 'pnpm'
@@ -168,8 +168,8 @@ jobs:
             ~/.pnpm-store
             ~/.cache
           key: ${{ runner.os }}-frontend-${{ hashFiles('src-ui/pnpm-lock.yaml') }}
-      - name: Re-link Angular CLI
-        run: cd src-ui && pnpm link @angular/cli
+      - name: Install dependencies
+        run: cd src-ui && pnpm install --frozen-lockfile
       - name: Run Jest unit tests
         run: cd src-ui && pnpm run test --max-workers=2 --shard=${{ matrix.shard-index }}/${{ matrix.shard-count }}
       - name: Upload test results to Codecov
@@ -191,7 +191,7 @@ jobs:
     runs-on: ubuntu-24.04
     permissions:
       contents: read
-    container: mcr.microsoft.com/playwright:v1.61.1-noble
+    container: mcr.microsoft.com/playwright:v1.62.0-noble
     env:
       PLAYWRIGHT_BROWSERS_PATH: /ms-playwright
       PLAYWRIGHT_SKIP_BROWSER_DOWNLOAD: 1
@@ -203,7 +203,7 @@ jobs:
         shard-count: [2]
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Install pnpm
@@ -211,7 +211,7 @@ jobs:
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
+        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
         with:
           node-version: 24.x
           cache: 'pnpm'
@@ -223,23 +223,20 @@ jobs:
             ~/.pnpm-store
             ~/.cache
           key: ${{ runner.os }}-frontend-${{ hashFiles('src-ui/pnpm-lock.yaml') }}
-      - name: Re-link Angular CLI
-        run: cd src-ui && pnpm link @angular/cli
       - name: Install dependencies
-        run: cd src-ui && pnpm install --no-frozen-lockfile
+        run: cd src-ui && pnpm install --frozen-lockfile
       - name: Run Playwright E2E tests
         run: cd src-ui && pnpm exec playwright test --shard ${{ matrix.shard-index }}/${{ matrix.shard-count }}
-  bundle-analysis:
-    name: Bundle Analysis
+  frontend-build:
+    name: Frontend Build
     needs: [changes, unit-tests, e2e-tests]
     if: needs.changes.outputs.frontend_changed == 'true'
     runs-on: ubuntu-24.04
-    environment: bundle-analysis
     permissions:
       contents: read
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           fetch-depth: 2
           persist-credentials: false
@@ -248,7 +245,7 @@ jobs:
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
+        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
         with:
           node-version: 24.x
           cache: 'pnpm'
@@ -260,21 +257,19 @@ jobs:
             ~/.pnpm-store
             ~/.cache
           key: ${{ runner.os }}-frontend-${{ hashFiles('src-ui/pnpm-lock.yaml') }}
-      - name: Re-link Angular CLI
-        run: cd src-ui && pnpm link @angular/cli
-      - name: Build and analyze
-        env:
-          CODECOV_TOKEN: ${{ secrets.CODECOV_TOKEN }}
+      - name: Install dependencies
+        run: cd src-ui && pnpm install --frozen-lockfile
+      - name: Build
         run: cd src-ui && pnpm run build --configuration=production
   gate:
     name: Frontend CI Gate
-    needs: [changes, install-dependencies, lint, unit-tests, e2e-tests, bundle-analysis]
+    needs: [changes, install-dependencies, lint, unit-tests, e2e-tests, frontend-build]
     if: always()
     runs-on: ubuntu-slim
     steps:
       - name: Check gate
         env:
-          BUNDLE_ANALYSIS_RESULT: ${{ needs['bundle-analysis'].result }}
+          BUILD_RESULT: ${{ needs['frontend-build'].result }}
           E2E_RESULT: ${{ needs['e2e-tests'].result }}
           FRONTEND_CHANGED: ${{ needs.changes.outputs.frontend_changed }}
           INSTALL_RESULT: ${{ needs['install-dependencies'].result }}
@@ -306,8 +301,8 @@ jobs:
             exit 1
           fi
 
-          if [[ "${BUNDLE_ANALYSIS_RESULT}" != "success" ]]; then
-            echo "::error::Frontend bundle-analysis job result: ${BUNDLE_ANALYSIS_RESULT}"
+          if [[ "${BUILD_RESULT}" != "success" ]]; then
+            echo "::error::Frontend build job result: ${BUILD_RESULT}"
             exit 1
           fi
 

.github/workflows/ci-lint.yml

@@ -17,12 +17,12 @@ jobs:
     runs-on: ubuntu-slim
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Install Python
-        uses: actions/setup-python@ece7cb06caefa5fff74198d8649806c4678c61a1 # v6.3.0
+        uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97 # v7.0.0
         with:
           python-version: "3.14"
       - name: Run prek
-        uses: j178/prek-action@bdca6f102f98e2b4c7029491a53dfd366469e33d # v2.0.4
+        uses: j178/prek-action@5337cb91e0fa35a7ff31b9ca345126d8bbbcdf16 # v2.0.6

.github/workflows/ci-release.yml

@@ -20,7 +20,7 @@ jobs:
       statuses: read
     steps:
       - name: Wait for Docker build
-        uses: lewagon/wait-on-check-action@96d9100b431964d10e0136aff8b9ccb92470505e # v1.8.0
+        uses: lewagon/wait-on-check-action@2271c86c146b96545b4e871b855e10ffa6f50773 # v1.9.0
         with:
           ref: ${{ github.sha }}
           check-name: 'Merge and Push Manifest'
@@ -35,7 +35,7 @@ jobs:
       contents: read
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       # ---- Frontend Build ----
@@ -44,7 +44,7 @@ jobs:
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
+        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
         with:
           node-version: 24.x
           package-manager-cache: false
@@ -55,11 +55,11 @@ jobs:
       # ---- Backend Setup ----
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@ece7cb06caefa5fff74198d8649806c4678c61a1 # v6.3.0
+        uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97 # v7.0.0
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
       - name: Install uv
-        uses: astral-sh/setup-uv@fac544c07dec837d0ccb6301d7b5580bf5edae39 # v8.2.0
+        uses: astral-sh/setup-uv@c771a70e6277c0a99b617c7a806ffedaca235ff9 # v9.0.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
           enable-cache: false
@@ -171,7 +171,7 @@ jobs:
           fi
       - name: Create release and changelog
         id: create-release
-        uses: release-drafter/release-drafter@4d75298e00d9e34c483e5ff8c68d0ea1c1940c1e # v7.5.1
+        uses: release-drafter/release-drafter@eada3c96a64734dd381cfbda23511034e328ddb0 # v7.6.0
         with:
           name: Paperless-ngx ${{ steps.get-version.outputs.version }}
           tag: ${{ steps.get-version.outputs.version }}
@@ -202,17 +202,17 @@ jobs:
       pull-requests: write
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           ref: main
           persist-credentials: true # for pushing changelog branch
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@ece7cb06caefa5fff74198d8649806c4678c61a1 # v6.3.0
+        uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97 # v7.0.0
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
       - name: Install uv
-        uses: astral-sh/setup-uv@fac544c07dec837d0ccb6301d7b5580bf5edae39 # v8.2.0
+        uses: astral-sh/setup-uv@c771a70e6277c0a99b617c7a806ffedaca235ff9 # v9.0.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
           enable-cache: false

.github/workflows/ci-static-analysis.yml

@@ -22,11 +22,11 @@ jobs:
       security-events: write
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Run zizmor
-        uses: zizmorcore/zizmor-action@192e21d79ab29983730a13d1382995c2307fbcaa # v0.5.7
+        uses: zizmorcore/zizmor-action@6fc4b006235f201fdab3722e17240ab420d580e5 # v0.6.1
   semgrep:
     name: Semgrep CE
     runs-on: ubuntu-24.04
@@ -38,13 +38,13 @@ jobs:
       security-events: write
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       - name: Run Semgrep
         run: semgrep scan --config auto --sarif-output results.sarif
       - name: Upload results to GitHub code scanning
-        uses: github/codeql-action/upload-sarif@8aad20d150bbac5944a9f9d289da16a4b0d87c1e # v4.36.2
+        uses: github/codeql-action/upload-sarif@e4fba868fa4b1b91e1fdab776edc8cfbe6e9fb81 # v4.37.3
         if: always()
         with:
           sarif_file: results.sarif

.github/workflows/codeql-analysis.yml

@@ -34,12 +34,12 @@ jobs:
         # Learn more about CodeQL language support at https://git.io/codeql-language-support
     steps:
       - name: Checkout repository
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           persist-credentials: false
       # Initializes the CodeQL tools for scanning.
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@8aad20d150bbac5944a9f9d289da16a4b0d87c1e # v4.36.2
+        uses: github/codeql-action/init@e4fba868fa4b1b91e1fdab776edc8cfbe6e9fb81 # v4.37.3
         with:
           languages: ${{ matrix.language }}
           # If you wish to specify custom queries, you can do so here or in a config file.
@@ -47,4 +47,4 @@ jobs:
           # Prefix the list here with "+" to use these queries and those in the config file.
           # queries: ./path/to/local/query, your-org/your-repo/queries@main
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@8aad20d150bbac5944a9f9d289da16a4b0d87c1e # v4.36.2
+        uses: github/codeql-action/analyze@e4fba868fa4b1b91e1fdab776edc8cfbe6e9fb81 # v4.37.3

.github/workflows/crowdin.yml

@@ -17,12 +17,12 @@ jobs:
     environment: translation-sync
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         with:
           token: ${{ secrets.PNGX_BOT_PAT }}
           persist-credentials: false
       - name: crowdin action
-        uses: crowdin/github-action@52aa776766211d83d975df51f3b9c53c2f8ba35f # v2.16.3
+        uses: crowdin/github-action@c7af9bc98b01694653031fef2a0dc6c7888ce9bc # v2.17.0
         with:
           upload_translations: false
           download_translations: true

.github/workflows/pr-bot.yml

@@ -31,7 +31,7 @@ jobs:
     steps:
       - name: Label PR by file path or branch name
         # see .github/labeler.yml for the labeler config
-        uses: actions/labeler@f27b608878404679385c85cfa523b85ccb86e213 # v6.1.0
+        uses: actions/labeler@bf12e9b00b37c5c0ca2b87b79b2daf7891dbda13 # v7.0.0
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
       - name: Label by size

.github/workflows/project-actions.yml

@@ -19,6 +19,6 @@ jobs:
     if: github.event_name == 'pull_request_target' && (github.event.action == 'opened' || github.event.action == 'reopened') && github.event.pull_request.user.login != 'dependabot'
     steps:
       - name: Label PR with release-drafter
-        uses: release-drafter/release-drafter@4d75298e00d9e34c483e5ff8c68d0ea1c1940c1e # v7.5.1
+        uses: release-drafter/release-drafter@eada3c96a64734dd381cfbda23511034e328ddb0 # v7.6.0
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

.github/workflows/repo-maintenance.yml

@@ -14,7 +14,7 @@ jobs:
       issues: write
       pull-requests: write
     steps:
-      - uses: actions/stale@eb5cf3af3ac0a1aa4c9c45633dd1ae542a27a899 # v10.3.0
+      - uses: actions/stale@1e223db275d687790206a7acac4d1a11bd6fe629 # v10.4.0
         with:
           days-before-stale: 7
           days-before-close: 14

.github/workflows/translate-strings.yml

@@ -14,7 +14,7 @@ jobs:
       contents: write
     steps:
       - name: Checkout code
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0 # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7.0.1
         env:
           GH_REF: ${{ github.ref }} # sonar rule:githubactions:S7630 - avoid injection
         with:
@@ -23,13 +23,13 @@ jobs:
           persist-credentials: true # for pushing translation branch
       - name: Set up Python
         id: setup-python
-        uses: actions/setup-python@ece7cb06caefa5fff74198d8649806c4678c61a1 # v6.3.0
+        uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97 # v7.0.0
       - name: Install system dependencies
         run: |
           sudo apt-get update -qq
           sudo apt-get install -qq --no-install-recommends gettext
       - name: Install uv
-        uses: astral-sh/setup-uv@fac544c07dec837d0ccb6301d7b5580bf5edae39 # v8.2.0
+        uses: astral-sh/setup-uv@c771a70e6277c0a99b617c7a806ffedaca235ff9 # v9.0.0
         with:
           version: ${{ env.DEFAULT_UV_VERSION }}
           enable-cache: true
@@ -47,7 +47,7 @@ jobs:
         with:
           version: 10
       - name: Use Node.js 24
-        uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e # v6.4.0
+        uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7.0.0
         with:
           node-version: 24.x
           cache: 'pnpm'
@@ -61,16 +61,13 @@ jobs:
             ~/.cache
           key: ${{ runner.os }}-frontenddeps-${{ hashFiles('src-ui/pnpm-lock.yaml') }}
       - name: Install frontend dependencies
-        if: steps.cache-frontend-deps.outputs.cache-hit != 'true'
-        run: cd src-ui && pnpm install
-      - name: Re-link Angular cli
-        run: cd src-ui && pnpm link @angular/cli
+        run: cd src-ui && pnpm install --frozen-lockfile
       - name: Generate frontend translation strings
         run: |
           cd src-ui
           pnpm run ng extract-i18n
       - name: Commit changes
-        uses: stefanzweifel/git-auto-commit-action@04702edda442b2e678b25b537cec683a1493fcb9 # v7.1.0
+        uses: stefanzweifel/git-auto-commit-action@4a55954c782fc1ea30b9056cd3e7a2b40ca8887d # v7.2.0
         with:
           file_pattern: 'src-ui/messages.xlf src/locale/en_US/LC_MESSAGES/django.po'
           commit_message: "Auto translate strings"

.pre-commit-config.yaml

@@ -29,7 +29,7 @@ repos:
       - id: check-case-conflict
       - id: detect-private-key
   - repo: https://github.com/codespell-project/codespell
-    rev: v2.4.2
+    rev: v2.4.3
     hooks:
       - id: codespell
         additional_dependencies: [tomli]
@@ -38,7 +38,7 @@ repos:
           - json
   # See https://github.com/prettier/prettier/issues/15742 for the fork reason
   - repo: https://github.com/rbubley/mirrors-prettier
-    rev: 'v3.9.4'
+    rev: 'v3.9.6'
     hooks:
       - id: prettier
         types_or:
@@ -46,16 +46,16 @@ repos:
           - ts
           - markdown
         additional_dependencies:
-          - prettier@3.9.4
+          - prettier@3.9.6
           - 'prettier-plugin-organize-imports@4.3.0'
   # Python hooks
   - repo: https://github.com/astral-sh/ruff-pre-commit
-    rev: v0.15.20
+    rev: v0.16.1
     hooks:
       - id: ruff-check
       - id: ruff-format
   - repo: https://github.com/tox-dev/pyproject-fmt
-    rev: "v2.25.1"
+    rev: "v2.26.0"
     hooks:
       - id: pyproject-fmt
         additional_dependencies: [tomli]

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:0.11.28-python3.12-trixie-slim AS s6-overlay-base
+FROM ghcr.io/astral-sh/uv:0.11.32-python3.12-trixie-slim AS s6-overlay-base
 
 WORKDIR /usr/src/s6
 

docker/compose/docker-compose.ci-test.yml

@@ -24,7 +24,7 @@ services:
     network_mode: host
     restart: unless-stopped
   greenmail:
-    image: docker.io/greenmail/standalone:2.1.9
+    image: docker.io/greenmail/standalone:2.1.11
     hostname: greenmail
     container_name: greenmail
     environment:
@@ -35,7 +35,7 @@ services:
       - "3143:3143" # IMAP
     restart: unless-stopped
   nginx:
-    image: docker.io/nginx:1.31.2-alpine
+    image: docker.io/nginx:1.31.3-alpine
     hostname: nginx
     container_name: nginx
     ports:

docs/administration.md

@@ -699,6 +699,7 @@ document_fuzzy_match [--ratio] [--processes N]
 | --ratio     | No       | 85.0                | a number between 0 and 100, setting how similar a document must be for it to be reported. Higher numbers mean more similarity. |
 | --processes | No       | 1/4 of system cores | Number of processes to use for matching. Setting 1 disables multiple processes                                                 |
 | --delete    | No       | False               | If provided, one document of a matched pair above the ratio will be deleted.                                                   |
+| --url       | No       | blank               | If an instance URL is provided, the output table will show URLs to each documents instead of the document ID and name.         |
 
 !!! warning
 

docs/api.md

@@ -301,7 +301,8 @@ The following methods are supported:
 - `delete`
   - No `parameters` required
 - `reprocess`
-  - No `parameters` required
+  - Optional `parameters`: `{ "remote_ocr": true }` to send the documents to the
+    remote OCR engine, see [Remote OCR](usage.md#remote-ocr). Defaults to false.
 - `set_permissions`
   - Requires `parameters`:
     - `"set_permissions": PERMISSIONS_OBJ` (see format [above](#permissions)) and / or

docs/changelog.md

@@ -1,5 +1,65 @@
 # Changelog
 
+## paperless-ngx 3.0.5
+
+### Bug Fixes
+
+- Fix: accept Whoosh-era abbreviated relative-date units (yrs, mos, wks, etc) in search queries [@stumpylog](https://github.com/stumpylog) ([#13486](https://github.com/paperless-ngx/paperless-ngx/pull/13486))
+- Fix: fix edit dialog error change detection [@shamoon](https://github.com/shamoon) ([#13483](https://github.com/paperless-ngx/paperless-ngx/pull/13483))
+- Fix: key the AI suggestion cache by model and endpoint [@lunetics](https://github.com/lunetics) ([#13449](https://github.com/paperless-ngx/paperless-ngx/pull/13449))
+- Fix: validate custom field values in bulk operations [@shamoon](https://github.com/shamoon) ([#13457](https://github.com/paperless-ngx/paperless-ngx/pull/13457))
+- Fixhancement: better handle empty fields from AI suggestions [@shamoon](https://github.com/shamoon) ([#13454](https://github.com/paperless-ngx/paperless-ngx/pull/13454))
+- Fix: normalize monetary decimal symbol by locale [@shamoon](https://github.com/shamoon) ([#13427](https://github.com/paperless-ngx/paperless-ngx/pull/13427))
+- Fix: fold overflowing path text in sanity checker [@stumpylog](https://github.com/stumpylog) ([#13426](https://github.com/paperless-ngx/paperless-ngx/pull/13426))
+- Fix: correct delayed add field button for custom fields [@shamoon](https://github.com/shamoon) ([#13424](https://github.com/paperless-ngx/paperless-ngx/pull/13424))
+- Fix: hide attributes collapse / show button without UI settings [@shamoon](https://github.com/shamoon) ([#13425](https://github.com/paperless-ngx/paperless-ngx/pull/13425))
+- Fix: consolidate born-digital PDF detection between archive decision and OCR [@stumpylog](https://github.com/stumpylog) ([#13409](https://github.com/paperless-ngx/paperless-ngx/pull/13409))
+- Fix: prevent scale vs page loop in pngx PDF viewer [@shamoon](https://github.com/shamoon) ([#13406](https://github.com/paperless-ngx/paperless-ngx/pull/13406))
+- Fix: handle hidden line breaks in email subjects when sending email [@shamoon](https://github.com/shamoon) ([#13402](https://github.com/paperless-ngx/paperless-ngx/pull/13402))
+- Fix: avoid NotSupportedError from document\_importer on MariaDB [@stumpylog](https://github.com/stumpylog) ([#13400](https://github.com/paperless-ngx/paperless-ngx/pull/13400))
+- Fix: exclude next-period start from relative date-range filters [@stumpylog](https://github.com/stumpylog) ([#13381](https://github.com/paperless-ngx/paperless-ngx/pull/13381))
+- Fix: close non-atomic db connections in before\_task\_publish [@shamoon](https://github.com/shamoon) ([#13366](https://github.com/paperless-ngx/paperless-ngx/pull/13366))
+- Chore/fix: refactor frontend task service [@shamoon](https://github.com/shamoon) ([#13365](https://github.com/paperless-ngx/paperless-ngx/pull/13365))
+- Fix: fix Enter selection in search autocomplete [@shamoon](https://github.com/shamoon) ([#13361](https://github.com/paperless-ngx/paperless-ngx/pull/13361))
+
+### Documentation
+
+- Documentation: PAPERLESS\_CONSUMER\_IGNORE\_PATTERNS clarifications [@shamoon](https://github.com/shamoon) ([#13489](https://github.com/paperless-ngx/paperless-ngx/pull/13489))
+- Documentation: Add Password Removal workflow action documentation [@stumpylog](https://github.com/stumpylog) ([#13377](https://github.com/paperless-ngx/paperless-ngx/pull/13377))
+
+### Dependencies
+
+- Chore(deps): Bump pymdown-extensions from 10.21.3 to 11.0 in the uv group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13378](https://github.com/paperless-ngx/paperless-ngx/pull/13378))
+
+### All App Changes
+
+<details>
+<summary>21 changes</summary>
+
+- Fix: accept Whoosh-era abbreviated relative-date units (yrs, mos, wks, etc) in search queries [@stumpylog](https://github.com/stumpylog) ([#13486](https://github.com/paperless-ngx/paperless-ngx/pull/13486))
+- Fix: fix edit dialog error change detection [@shamoon](https://github.com/shamoon) ([#13483](https://github.com/paperless-ngx/paperless-ngx/pull/13483))
+- Performance: sqlite-vec point-delete for document chunks [@stumpylog](https://github.com/stumpylog) ([#13438](https://github.com/paperless-ngx/paperless-ngx/pull/13438))
+- Fix: key the AI suggestion cache by model and endpoint [@lunetics](https://github.com/lunetics) ([#13449](https://github.com/paperless-ngx/paperless-ngx/pull/13449))
+- Fix: validate custom field values in bulk operations [@shamoon](https://github.com/shamoon) ([#13457](https://github.com/paperless-ngx/paperless-ngx/pull/13457))
+- Fixhancement: better handle empty fields from AI suggestions [@shamoon](https://github.com/shamoon) ([#13454](https://github.com/paperless-ngx/paperless-ngx/pull/13454))
+- Performance: Use server side iterators during LLM index updating [@stumpylog](https://github.com/stumpylog) ([#13430](https://github.com/paperless-ngx/paperless-ngx/pull/13430))
+- Fix: normalize monetary decimal symbol by locale [@shamoon](https://github.com/shamoon) ([#13427](https://github.com/paperless-ngx/paperless-ngx/pull/13427))
+- Fix: fold overflowing path text in sanity checker [@stumpylog](https://github.com/stumpylog) ([#13426](https://github.com/paperless-ngx/paperless-ngx/pull/13426))
+- Fix: correct delayed add field button for custom fields [@shamoon](https://github.com/shamoon) ([#13424](https://github.com/paperless-ngx/paperless-ngx/pull/13424))
+- Fix: hide attributes collapse / show button without UI settings [@shamoon](https://github.com/shamoon) ([#13425](https://github.com/paperless-ngx/paperless-ngx/pull/13425))
+- Fix: consolidate born-digital PDF detection between archive decision and OCR [@stumpylog](https://github.com/stumpylog) ([#13409](https://github.com/paperless-ngx/paperless-ngx/pull/13409))
+- Fix: prevent scale vs page loop in pngx PDF viewer [@shamoon](https://github.com/shamoon) ([#13406](https://github.com/paperless-ngx/paperless-ngx/pull/13406))
+- Fix: handle hidden line breaks in email subjects when sending email [@shamoon](https://github.com/shamoon) ([#13402](https://github.com/paperless-ngx/paperless-ngx/pull/13402))
+- Fix: avoid NotSupportedError from document\_importer on MariaDB [@stumpylog](https://github.com/stumpylog) ([#13400](https://github.com/paperless-ngx/paperless-ngx/pull/13400))
+- Tweak: adjust doc details button toolbar flow [@shamoon](https://github.com/shamoon) ([#13382](https://github.com/paperless-ngx/paperless-ngx/pull/13382))
+- Fix: exclude next-period start from relative date-range filters [@stumpylog](https://github.com/stumpylog) ([#13381](https://github.com/paperless-ngx/paperless-ngx/pull/13381))
+- Chore(deps): Bump pymdown-extensions from 10.21.3 to 11.0 in the uv group across 1 directory @[dependabot[bot]](https://github.com/apps/dependabot) ([#13378](https://github.com/paperless-ngx/paperless-ngx/pull/13378))
+- Fix: close non-atomic db connections in before\_task\_publish [@shamoon](https://github.com/shamoon) ([#13366](https://github.com/paperless-ngx/paperless-ngx/pull/13366))
+- Chore/fix: refactor frontend task service [@shamoon](https://github.com/shamoon) ([#13365](https://github.com/paperless-ngx/paperless-ngx/pull/13365))
+- Fix: fix Enter selection in search autocomplete [@shamoon](https://github.com/shamoon) ([#13361](https://github.com/paperless-ngx/paperless-ngx/pull/13361))
+
+</details>
+
 ## paperless-ngx 3.0.4
 
 ### Bug Fixes

docs/configuration.md

@@ -948,10 +948,11 @@ for display in the web interface.
 
     !!! note
 
-        The **remote OCR parser** (Azure AI) always produces a searchable
-        PDF and stores it as the archive copy, regardless of this setting.
-        `ARCHIVE_FILE_GENERATION=never` has no effect when the remote
-        parser handles a document.
+        The **remote OCR parser** (Azure AI) also honors this setting: when
+        no archive is requested (`never`, or `auto` with a born-digital PDF),
+        the remote engine is skipped entirely and locally-extracted text is
+        used instead, avoiding an unnecessary API call and a duplicate text
+        layer.
 
 #### [`PAPERLESS_OCR_CLEAN=<mode>`](#PAPERLESS_OCR_CLEAN) {#PAPERLESS_OCR_CLEAN}
 
@@ -2047,6 +2048,18 @@ password. All of these options come from their similarly-named [Django settings]
 
     Defaults to None.
 
+#### [`PAPERLESS_REMOTE_OCR_MODE=<str>`](#PAPERLESS_REMOTE_OCR_MODE) {#PAPERLESS_REMOTE_OCR_MODE}
+
+: Which documents are sent to the remote OCR engine.
+
+    - `always`: every document of a supported file type is sent to the remote
+      engine, bypassing the local OCR engine.
+    - `workflow_only`: documents are processed locally unless a workflow
+      explicitly enables remote OCR for them, letting you use the remote engine
+      selectively.
+
+    Defaults to "always".
+
 ## AI {#ai}
 
 #### [`PAPERLESS_AI_ENABLED=<bool>`](#PAPERLESS_AI_ENABLED) {#PAPERLESS_AI_ENABLED}

docs/development.md

@@ -456,6 +456,20 @@ def score(
     return 10
 ```
 
+**Remote services**
+
+If your parser sends document content to a remote service, declare it:
+
+```python
+class MyCustomParser:
+    uses_remote_service = True
+```
+
+Paperless-ngx excludes such parsers when the document being consumed has not
+been marked for remote processing, so users can keep remote OCR off by default
+and enable it selectively with a workflow. Parsers that do not declare the
+attribute are treated as fully local and are always considered.
+
 **Archive and rendition flags**
 
 ```python

docs/migration-v3.md

@@ -187,10 +187,11 @@ PAPERLESS_ARCHIVE_FILE_GENERATION=auto
 
 ### Remote OCR parser
 
-If you use the **remote OCR parser** (Azure AI), note that it always produces a
-searchable PDF and stores it as the archive copy. `ARCHIVE_FILE_GENERATION=never`
-has no effect for documents handled by the remote parser - the archive is produced
-unconditionally by the remote engine.
+If you use the **remote OCR parser** (Azure AI), `ARCHIVE_FILE_GENERATION` is
+honored the same way as for the local engine: when no archive is requested
+(`never`, or `auto` with a born-digital PDF), the remote engine is skipped
+entirely and locally-extracted text is used instead, avoiding an unnecessary
+API call and a duplicate text layer.
 
 ## Search Index (Whoosh -> Tantivy)
 

docs/usage.md

@@ -576,7 +576,9 @@ The following workflow action types are available:
 - Tags, correspondent, document type and storage path
 - Document owner
 - View and / or edit permissions to users or groups
-- Custom fields. Note that no value for the field will be set
+- Custom fields, optionally with a value. If no value is set, the field is only added to the
+  document and any value it may already have is left untouched. If a value is set, it will
+  overwrite an existing value of that field on the document.
 
 ##### Removal {#workflow-action-removal}
 
@@ -1084,11 +1086,18 @@ Paperless-ngx supports performing OCR on documents using remote services. At the
 [Microsoft's Azure "Document Intelligence" service](https://azure.microsoft.com/en-us/products/ai-services/ai-document-intelligence).
 This is of course a paid service (with a free tier) which requires an Azure account and subscription. Azure AI is not affiliated with
 Paperless-ngx in any way. When enabled, Paperless-ngx will automatically send appropriate documents to Azure for OCR processing, bypassing
-the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details.
+the local OCR engine. See the [configuration](configuration.md#PAPERLESS_REMOTE_OCR_ENGINE) options for more details. These
+settings can be supplied as environment variables or via **Application Configuration**.
 
 Additionally, when using a commercial service with this feature, consider both potential costs as well as any associated file size
 or page limitations (e.g. with a free tier).
 
+By default, every document of a supported file type is sent to the remote engine. To use it more selectively, set the
+[remote OCR mode](configuration.md#PAPERLESS_REMOTE_OCR_MODE) to `workflow_only`. Documents are then processed locally
+unless a workflow explicitly enables remote OCR for them, so you can limit the remote engine to particular documents.
+
+Setting the mode to `workflow_only` also allows the **Reprocess** actions to selectively use remote OCR for individual documents.
+
 ## Architecture
 
 Paperless-ngx consists of the following components:

pyproject.toml

@@ -21,7 +21,7 @@ dependencies = [
   "channels~=4.2",
   "channels-redis~=4.2",
   "concurrent-log-handler~=0.9.25",
-  "dateparser~=1.2",
+  "dateparser~=1.4",
   # WARNING: django does not use semver.
   #          Only patch versions are guaranteed to not introduce breaking changes.
   "django~=5.2.13",
@@ -32,33 +32,32 @@ dependencies = [
   "django-cors-headers~=4.9.0",
   "django-extensions~=4.1",
   "django-filter~=25.1",
-  "django-guardian~=3.3.0",
+  "django-guardian~=3.3.3",
   "django-multiselectfield~=1.0.1",
   "django-rich~=2.2.0",
   "django-soft-delete~=1.0.18",
   "django-treenode>=0.24",
   "djangorestframework~=3.16",
-  "djangorestframework-guardian~=0.4.0",
-  "drf-spectacular~=0.28",
-  "drf-spectacular-sidecar~=2026.5.1",
+  "drf-spectacular~=0.30",
+  "drf-spectacular-sidecar~=2026.7.1",
   "drf-writable-nested~=0.7.1",
-  "filelock~=3.29.0",
+  "filelock~=3.32.0",
   "flower~=2.0.1",
   "gotenberg-client~=0.14.0",
-  "httpx-oauth~=0.16",
-  "ijson>=3.2",
-  "imap-tools~=1.13.0",
+  "httpx-oauth~=0.17",
+  "ijson>=3.5.1",
+  "imap-tools~=1.14.0",
   "jinja2~=3.1.5",
   "langdetect~=1.0.9",
-  "llama-index-core>=0.14.22",
+  "llama-index-core>=0.14.23",
   "llama-index-embeddings-huggingface>=0.6.1",
   "llama-index-embeddings-ollama>=0.9",
   "llama-index-embeddings-openai-like>=0.2.2",
   "llama-index-llms-ollama>=0.9.1",
   "llama-index-llms-openai-like>=0.7.1",
   "nltk~=3.10.0",
-  "ocrmypdf~=17.4.2",
-  "openai>=2.32",
+  "ocrmypdf~=17.7.0",
+  "openai>=2.48",
   "pathvalidate~=3.3.1",
   "pdf2image~=1.17.0",
   "python-dateutil~=2.9.0",
@@ -68,17 +67,17 @@ dependencies = [
   "python-magic~=0.4.27",
   "rapidfuzz~=3.14.5",
   "redis[hiredis]~=5.2.1",
-  "regex>=2026.4.4",
-  "scikit-learn~=1.8.0",
-  "sentence-transformers>=5.4.1",
+  "regex>=2026.7.19",
+  "scikit-learn~=1.9.0",
+  "sentence-transformers>=5.6.1",
   "setproctitle~=1.3.4",
   "sqlite-vec==0.1.9",
   "tantivy~=0.26.0",
   "tika-client~=0.11.0",
   "torch~=2.13.0",
-  "watchfiles>=1.1.1",
+  "watchfiles>=1.2",
   "whitenoise~=6.11",
-  "zxing-cpp~=3.0.0",
+  "zxing-cpp~=3.1.0",
 ]
 [project.optional-dependencies]
 mariadb = [
@@ -101,25 +100,25 @@ dev = [
   { include-group = "testing" },
 ]
 docs = [
-  "zensical>=0.0.47",
+  "zensical>=0.0.51",
 ]
 lint = [
-  "prek~=0.3.10",
-  "ruff~=0.15.20",
+  "prek~=0.4.11",
+  "ruff~=0.16.1",
 ]
 testing = [
   "daphne",
   "factory-boy~=3.3.1",
-  "faker~=40.15.0",
+  "faker~=40.36.0",
   "imagehash",
-  "pytest~=9.0.3",
+  "pytest~=9.1.1",
   "pytest-cov~=7.1.0",
   "pytest-django~=4.12.0",
-  "pytest-env~=1.6.0",
+  "pytest-env~=1.7.0",
   "pytest-httpx",
   "pytest-mock~=3.15.1",
   # "pytest-randomly~=4.0.1",
-  "pytest-rerunfailures~=16.1",
+  "pytest-rerunfailures~=16.4",
   "pytest-sugar",
   "pytest-xdist~=3.8.0",
   "time-machine>=2.13",
@@ -183,6 +182,7 @@ output-format = "grouped"
 line-ending = "lf"
 [tool.ruff.lint]
 # https://docs.astral.sh/ruff/rules/
+select = [ "E4", "E7", "E9", "F" ]
 extend-select = [
   "COM",  # https://docs.astral.sh/ruff/rules/#flake8-commas-com
   "DJ",   # https://docs.astral.sh/ruff/rules/#flake8-django-dj

src-ui/angular.json

@@ -56,13 +56,13 @@
       },
       "architect": {
         "build": {
-          "builder": "@angular-builders/custom-webpack:browser",
+          "builder": "@angular/build:application",
           "options": {
-            "customWebpackConfig": {
-                "path": "./extra-webpack.config.ts"
+            "outputPath": {
+              "base": "dist/paperless-ui",
+              "browser": ""
             },
-            "outputPath": "dist/paperless-ui",
-            "main": "src/main.ts",
+            "browser": "src/main.ts",
             "outputHashing": "none",
             "index": "src/index.html",
             "polyfills": [
@@ -97,6 +97,7 @@
             "scripts": [],
             "allowedCommonJsDependencies": [
               "file-saver",
+              "mime-names",
               "utif"
             ],
             "extractLicenses": false,
@@ -117,11 +118,13 @@
                   "with": "src/environments/environment.prod.ts"
                 }
               ],
-              "outputPath": "../src/documents/static/frontend/",
+              "outputPath": {
+                "base": "../src/documents/static/frontend/",
+                "browser": ""
+              },
               "optimization": true,
               "outputHashing": "none",
               "sourceMap": false,
-              "namedChunks": false,
               "extractLicenses": true,
               "budgets": [
                 {
@@ -145,7 +148,7 @@
           "defaultConfiguration": ""
         },
         "serve": {
-          "builder": "@angular-builders/custom-webpack:dev-server",
+          "builder": "@angular/build:dev-server",
           "options": {
             "buildTarget": "paperless-ui:build:en-US"
           },
@@ -156,7 +159,7 @@
           }
         },
         "extract-i18n": {
-          "builder": "@angular-builders/custom-webpack:extract-i18n",
+          "builder": "@angular/build:extract-i18n",
           "options": {
             "buildTarget": "paperless-ui:build"
           }

src-ui/extra-webpack.config.ts

@@ -1,24 +0,0 @@
-import {
-  CustomWebpackBrowserSchema,
-  TargetOptions,
-} from '@angular-builders/custom-webpack'
-import * as webpack from 'webpack'
-const { codecovWebpackPlugin } = require('@codecov/webpack-plugin')
-
-export default (
-  config: webpack.Configuration,
-  options: CustomWebpackBrowserSchema,
-  targetOptions: TargetOptions
-) => {
-  if (config.plugins) {
-    config.plugins.push(
-      codecovWebpackPlugin({
-        enableBundleAnalysis: process.env.CODECOV_TOKEN !== undefined,
-        bundleName: 'paperless-ngx',
-        uploadToken: process.env.CODECOV_TOKEN,
-      })
-    )
-  }
-
-  return config
-}

src-ui/package.json

@@ -11,16 +11,16 @@
   },
   "private": true,
   "dependencies": {
-    "@angular/cdk": "^22.0.3",
-    "@angular/common": "~22.0.5",
-    "@angular/compiler": "~22.0.5",
-    "@angular/core": "~22.0.5",
-    "@angular/forms": "~22.0.5",
-    "@angular/localize": "~22.0.5",
-    "@angular/platform-browser": "~22.0.5",
-    "@angular/router": "~22.0.5",
+    "@angular/cdk": "^22.0.6",
+    "@angular/common": "~22.1.0",
+    "@angular/compiler": "~22.1.0",
+    "@angular/core": "~22.1.0",
+    "@angular/forms": "~22.1.0",
+    "@angular/localize": "~22.1.0",
+    "@angular/platform-browser": "~22.1.0",
+    "@angular/router": "~22.1.0",
     "@ng-bootstrap/ng-bootstrap": "^21.0.0",
-    "@ng-select/ng-select": "^23.2.0",
+    "@ng-select/ng-select": "^23.5.0",
     "@ngneat/dirty-check-forms": "^3.0.3",
     "@popperjs/core": "^2.11.8",
     "bootstrap": "^5.3.8",
@@ -32,33 +32,31 @@
     "ngx-device-detector": "^12.0.0",
     "ngx-ui-tour-ng-bootstrap": "^19.0.0",
     "normalize-diacritics": "^5.0.0",
-    "pdfjs-dist": "^6.0.227",
+    "pdfjs-dist": "^6.2.108",
     "rxjs": "^7.8.2",
     "tslib": "^2.8.1",
     "utif": "^3.1.0",
     "uuid": "^14.0.1"
   },
   "devDependencies": {
-    "@angular-builders/custom-webpack": "^22.0.1",
     "@angular-builders/jest": "^22.0.1",
-    "@angular-devkit/core": "^22.0.5",
-    "@angular-devkit/schematics": "^22.0.5",
-    "@angular-eslint/builder": "22.0.0",
-    "@angular-eslint/eslint-plugin": "22.0.0",
-    "@angular-eslint/eslint-plugin-template": "22.0.0",
-    "@angular-eslint/schematics": "22.0.0",
-    "@angular-eslint/template-parser": "22.0.0",
-    "@angular/build": "^22.0.5",
-    "@angular/cli": "~22.0.5",
-    "@angular/compiler-cli": "~22.0.5",
-    "@codecov/webpack-plugin": "^2.0.1",
-    "@playwright/test": "^1.61.1",
+    "@angular-devkit/core": "^22.1.2",
+    "@angular-devkit/schematics": "^22.1.2",
+    "@angular-eslint/builder": "22.1.0",
+    "@angular-eslint/eslint-plugin": "22.1.0",
+    "@angular-eslint/eslint-plugin-template": "22.1.0",
+    "@angular-eslint/schematics": "22.1.0",
+    "@angular-eslint/template-parser": "22.1.0",
+    "@angular/build": "22.1.2",
+    "@angular/cli": "22.1.2",
+    "@angular/compiler-cli": "~22.1.0",
+    "@playwright/test": "^1.62.0",
     "@types/jest": "^30.0.0",
-    "@types/node": "^26.0.0",
-    "@typescript-eslint/eslint-plugin": "^8.62.0",
-    "@typescript-eslint/parser": "^8.62.0",
-    "@typescript-eslint/utils": "^8.62.0",
-    "eslint": "^10.5.0",
+    "@types/node": "^26.1.1",
+    "@typescript-eslint/eslint-plugin": "^8.65.0",
+    "@typescript-eslint/parser": "^8.65.0",
+    "@typescript-eslint/utils": "^8.65.0",
+    "eslint": "^10.8.0",
     "jest": "30.4.2",
     "jest-environment-jsdom": "^30.4.1",
     "jest-junit": "^17.0.0",
@@ -66,8 +64,7 @@
     "jest-websocket-mock": "^2.5.0",
     "prettier-plugin-organize-imports": "^4.3.0",
     "ts-node": "~10.9.1",
-    "typescript": "^6.0.3",
-    "webpack": "^5.107.2"
+    "typescript": "^6.0.3"
   },
-  "packageManager": "pnpm@10.26.0"
+  "packageManager": "pnpm@11.15.1"
 }

src-ui/pnpm-workspace.yaml

@@ -5,6 +5,7 @@ trustPolicy: no-downgrade
 trustPolicyExclude:
   - "chokidar@4.0.3"
   - "semver@6.3.1 || 5.7.2"
+blockExoticSubdeps: true
 allowBuilds:
   "@parcel/watcher": true
   canvas: true

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

@@ -14,43 +14,48 @@
                 <a ngbNavLink>{{category}}</a>
                 <ng-template ngbNavContent>
                     <div class="p-3">
-                        <div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
-                            @for (option of getCategoryOptions(category); track option.key) {
-                                <div class="col">
-                                    <div class="card bg-light">
-                                        <div class="card-body">
-                                            <div class="card-title d-flex align-items-center">
-                                                <h6 class="mb-0">
-                                                  {{option.title}}
-                                                </h6>
-                                                <a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
-                                                    <i-bs name="info-circle"></i-bs>
-                                                </a>
-                                                @if (isSet(option.key)) {
-                                                  <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
-                                                      <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
-                                                  </button>
+                        @for (section of getCategorySections(category); track section) {
+                            @if (section) {
+                                <h5 class="mt-4 mb-3">{{section}}</h5>
+                            }
+                            <div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 g-2">
+                                @for (option of getCategoryOptions(category, section); track option.key) {
+                                    <div class="col">
+                                        <div class="card bg-light">
+                                            <div class="card-body">
+                                                <div class="card-title d-flex align-items-center">
+                                                    <h6 class="mb-0">
+                                                      {{option.title}}
+                                                    </h6>
+                                                    <a class="btn btn-sm btn-link" title="Read the documentation about this setting" i18n-title [href]="getDocsUrl(option.config_key)" target="_blank" referrerpolicy="no-referrer">
+                                                        <i-bs name="info-circle"></i-bs>
+                                                    </a>
+                                                    @if (isSet(option.key)) {
+                                                      <button type="button" class="btn btn-sm btn-link text-danger ms-auto pe-0" title="Reset" i18n-title (click)="resetOption(option.key)">
+                                                          <i-bs class="me-1" name="x"></i-bs><ng-container i18n>Reset</ng-container>
+                                                      </button>
+                                                    }
+                                                </div>
+                                                <div class="mb-n3">
+                                                    @switch (option.type) {
+                                                        @case (ConfigOptionType.Select) { <pngx-input-select [formControlName]="option.key" [error]="errors[option.key]" [items]="option.choices" [allowNull]="true"></pngx-input-select> }
+                                                        @case (ConfigOptionType.Number) { <pngx-input-number [formControlName]="option.key" [error]="errors[option.key]" [showAdd]="false"></pngx-input-number> }
+                                                        @case (ConfigOptionType.Boolean) { <pngx-input-switch [formControlName]="option.key" [error]="errors[option.key]" [showUnsetNote]="true" [horizontal]="true" title="Enable" i18n-title></pngx-input-switch> }
+                                                        @case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
+                                                        @case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
+                                                        @case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
+                                                        @case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
+                                                    }
+                                                </div>
+                                                @if (option.note) {
+                                                    <div class="form-text fst-italic">{{option.note}}</div>
                                                 }
                                             </div>
-                                            <div class="mb-n3">
-                                                @switch (option.type) {
-                                                    @case (ConfigOptionType.Select) { <pngx-input-select [formControlName]="option.key" [error]="errors[option.key]" [items]="option.choices" [allowNull]="true"></pngx-input-select> }
-                                                    @case (ConfigOptionType.Number) { <pngx-input-number [formControlName]="option.key" [error]="errors[option.key]" [showAdd]="false"></pngx-input-number> }
-                                                    @case (ConfigOptionType.Boolean) { <pngx-input-switch [formControlName]="option.key" [error]="errors[option.key]" [showUnsetNote]="true" [horizontal]="true" title="Enable" i18n-title></pngx-input-switch> }
-                                                    @case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
-                                                    @case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
-                                                    @case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
-                                                    @case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
-                                                }
-                                            </div>
-                                            @if (option.note) {
-                                                <div class="form-text fst-italic">{{option.note}}</div>
-                                            }
                                         </div>
                                     </div>
-                                </div>
-                            }
-                        </div>
+                                }
+                            </div>
+                        }
                     </div>
                 </ng-template>
             </li>

src-ui/src/app/components/admin/config/config.component.spec.ts

@@ -8,7 +8,11 @@ import { NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgSelectModule } from '@ng-select/ng-select'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { of, throwError } from 'rxjs'
-import { OutputTypeConfig } from 'src/app/data/paperless-config'
+import {
+  ConfigCategory,
+  ConfigSection,
+  OutputTypeConfig,
+} from 'src/app/data/paperless-config'
 import { ConfigService } from 'src/app/services/config.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
@@ -158,4 +162,24 @@ describe('ConfigComponent', () => {
     component.resetOption('barcodes_enabled')
     expect(component.configForm.get('barcodes_enabled').value).toBeNull()
   })
+
+  it('should group options into sections within a category, or not', () => {
+    const sections = component.getCategorySections(ConfigCategory.OCR)
+    expect(sections).toEqual([null, ConfigSection.RemoteOCR])
+    expect(
+      component
+        .getCategoryOptions(ConfigCategory.OCR)
+        .map((option) => option.key)
+    ).toContain('output_type')
+    expect(
+      component
+        .getCategoryOptions(ConfigCategory.OCR, ConfigSection.RemoteOCR)
+        .map((option) => option.key)
+    ).toEqual([
+      'remote_ocr_engine',
+      'remote_ocr_api_key',
+      'remote_ocr_endpoint',
+      'remote_ocr_mode',
+    ])
+  })
 })

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

@@ -74,8 +74,20 @@ export class ConfigComponent
     return Object.values(ConfigCategory)
   }
 
-  getCategoryOptions(category: string): ConfigOption[] {
-    return PaperlessConfigOptions.filter((o) => o.category === category)
+  getCategorySections(category: string): string[] {
+    return [
+      ...new Set(
+        PaperlessConfigOptions.filter((o) => o.category === category).map(
+          (o) => o.section ?? null // null means no section
+        )
+      ),
+    ]
+  }
+
+  getCategoryOptions(category: string, section: string = null): ConfigOption[] {
+    return PaperlessConfigOptions.filter(
+      (o) => o.category === category && (o.section ?? null) === section
+    )
   }
 
   initialConfig: PaperlessConfig

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

@@ -104,14 +104,14 @@
             </h6>
             <ul class="nav flex-column mb-2" cdkDropList (cdkDropListDropped)="onDrop($event)">
               @for (view of savedViewService.sidebarViews; track view.id) {
-                <li class="nav-item w-100 app-link" cdkDrag [cdkDragDisabled]="!settingsService.organizingSidebarSavedViews()"
+                <li class="nav-item w-100 app-link" cdkDrag [cdkDragDisabled]="!settingsService.organizingSidebarSavedViews() || !canSaveSettings"
                   cdkDragPreviewContainer="parent" cdkDragPreviewClass="navItemDrag" (cdkDragStarted)="onDragStart($event)"
                   (cdkDragEnded)="onDragEnd($event)">
                   <a class="nav-link" routerLink="view/{{view.id}}"
                     routerLinkActive="active" (click)="closeMenu()" [ngbPopover]="view.name"
                     [disablePopover]="!slimSidebarEnabled" placement="end" container="body" triggers="mouseenter:mouseleave"
                     popoverClass="popover-slim">
-                    <i-bs class="me-2" name="funnel"></i-bs><span><div class="d-inline-flex view-name"><span class="overflow-hidden" [class.text-wrap]="!slimSidebarEnabled">{{view.name}}</span></div>
+                    <i-bs class="me-2" [name]="view.icon || 'funnel'"></i-bs><span><div class="d-inline-flex view-name"><span class="overflow-hidden" [class.text-wrap]="!slimSidebarEnabled">{{view.name}}</span></div>
                         @if (showSidebarCounts && !slimSidebarEnabled) {
                           <span class="badge bg-info text-dark ms-2 d-inline">{{ savedViewService.getDocumentCount(view) }}</span>
                         }
@@ -120,7 +120,7 @@
                       <span class="badge bg-info text-dark position-absolute top-0 end-0 d-none d-md-block">{{ savedViewService.getDocumentCount(view) }}</span>
                     }
                   </a>
-                  @if (settingsService.organizingSidebarSavedViews()) {
+                  @if (settingsService.organizingSidebarSavedViews() && canSaveSettings) {
                     <div class="position-absolute end-0 top-0 px-3 py-2" [class.me-n3]="slimSidebarEnabled" cdkDragHandle>
                       <i-bs name="grip-vertical"></i-bs>
                     </div>

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

@@ -0,0 +1,28 @@
+<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">
+  @if (messageBold) {
+    <p class="text-break"><b>{{messageBold}}</b></p>
+  }
+  @if (message) {
+    <p class="mb-0 text-break" [innerHTML]="message"></p>
+  }
+  @if (showRemoteOcr) {
+    <div class="form-check mt-3">
+      <input class="form-check-input" type="checkbox" id="reprocessRemoteOcr" [(ngModel)]="remoteOcr" />
+      <label class="form-check-label" for="reprocessRemoteOcr" i18n>Use remote OCR</label>
+      <div class="form-text" i18n>Sends the document to the configured remote OCR service, which may incur costs.</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/reprocess-confirm-dialog/reprocess-confirm-dialog.component.spec.ts

@@ -0,0 +1,72 @@
+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 { RemoteOCRModeConfig } from 'src/app/data/paperless-config'
+import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
+import { SettingsService } from 'src/app/services/settings.service'
+import { ReprocessConfirmDialogComponent } from './reprocess-confirm-dialog.component'
+
+describe('ReprocessConfirmDialogComponent', () => {
+  let component: ReprocessConfirmDialogComponent
+  let fixture: ComponentFixture<ReprocessConfirmDialogComponent>
+  let settingsService: SettingsService
+
+  const createComponent = (configured: boolean, mode: string) => {
+    settingsService.set(SETTINGS_KEYS.REMOTE_OCR_CONFIGURED, configured)
+    settingsService.set(SETTINGS_KEYS.REMOTE_OCR_MODE, mode)
+
+    fixture = TestBed.createComponent(ReprocessConfirmDialogComponent)
+    component = fixture.componentInstance
+    fixture.detectChanges()
+  }
+
+  beforeEach(async () => {
+    TestBed.configureTestingModule({
+      providers: [
+        NgbActiveModal,
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
+      imports: [ReprocessConfirmDialogComponent],
+    }).compileComponents()
+
+    settingsService = TestBed.inject(SettingsService)
+  })
+
+  it('should not request remote OCR by default', () => {
+    createComponent(true, RemoteOCRModeConfig.WORKFLOW_ONLY)
+
+    expect(component.remoteOcr).toBeFalsy()
+  })
+
+  it('should not offer remote OCR when no engine is configured', () => {
+    createComponent(false, RemoteOCRModeConfig.WORKFLOW_ONLY)
+
+    expect(component.showRemoteOcr).toBeFalsy()
+    expect(
+      fixture.nativeElement.querySelector('#reprocessRemoteOcr')
+    ).toBeNull()
+  })
+
+  it('should not offer remote OCR when it already handles every document', () => {
+    createComponent(true, RemoteOCRModeConfig.ALWAYS)
+
+    expect(component.showRemoteOcr).toBeFalsy()
+    expect(
+      fixture.nativeElement.querySelector('#reprocessRemoteOcr')
+    ).toBeNull()
+  })
+
+  it('should offer remote OCR when configured and selective', () => {
+    createComponent(true, RemoteOCRModeConfig.WORKFLOW_ONLY)
+
+    expect(component.showRemoteOcr).toBeTruthy()
+    const checkbox = fixture.nativeElement.querySelector('#reprocessRemoteOcr')
+    expect(checkbox).not.toBeNull()
+
+    checkbox.click()
+    fixture.detectChanges()
+    expect(component.remoteOcr).toBeTruthy()
+  })
+})

src-ui/src/app/components/common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component.ts

@@ -0,0 +1,20 @@
+import { Component, inject } from '@angular/core'
+import { FormsModule } from '@angular/forms'
+import { SettingsService } from 'src/app/services/settings.service'
+import { ConfirmDialogComponent } from '../confirm-dialog.component'
+
+@Component({
+  selector: 'pngx-reprocess-confirm-dialog',
+  templateUrl: './reprocess-confirm-dialog.component.html',
+  imports: [FormsModule],
+})
+export class ReprocessConfirmDialogComponent extends ConfirmDialogComponent {
+  private settings = inject(SettingsService)
+
+  remoteOcr: boolean = false
+
+  public get showRemoteOcr(): boolean {
+    // Hidden when it is not configured, or when it already handles every document anyway.
+    return this.settings.remoteOCRIsSelectable
+  }
+}

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

@@ -1019,4 +1019,28 @@ describe('WorkflowEditDialogComponent', () => {
       'pass3',
     ])
   })
+
+  it('should parse passwords again when retrying a failed save', () => {
+    component.object = {
+      name: 'Workflow with blank Passwords',
+      id: 1,
+      order: null,
+      enabled: true,
+      triggers: [],
+      actions: [
+        {
+          id: 1,
+          type: WorkflowActionType.PasswordRemoval,
+          passwords: [],
+        },
+      ],
+    }
+    component.ngOnInit()
+
+    component.save()
+    component.objectForm.get('order').setValue(1)
+
+    expect(() => component.save()).not.toThrow()
+    expect(component.objectForm.get('actions').value[0].passwords).toEqual([])
+  })
 })

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

@@ -1207,9 +1207,8 @@ export class WorkflowEditDialogComponent
     return passwords.join('\n')
   }
 
-  private parsePasswords(value: string = ''): string[] {
-    return value
-      .split(/[\n,]+/)
+  private parsePasswords(value: string | string[] = ''): string[] {
+    return (Array.isArray(value) ? value : value.split(/[\n,]+/))
       .map((entry) => entry.trim())
       .filter((entry) => entry.length > 0)
   }

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

@@ -52,10 +52,10 @@ describe('CustomFieldsValuesComponent', () => {
   })
 
   it('should set selectedFields and map values correctly', () => {
-    component.value = { 1: 'value1' }
-    component.selectedFields = [1, 2]
-    expect(component.selectedFields).toEqual([1, 2])
-    expect(component.value).toEqual({ 1: 'value1', 2: null })
+    component.value = { 1: 'value1', 3: 0, 4: false }
+    component.selectedFields = [1, 2, 3, 4]
+    expect(component.selectedFields).toEqual([1, 2, 3, 4])
+    expect(component.value).toEqual({ 1: 'value1', 2: null, 3: 0, 4: false })
   })
 
   it('should return the correct custom field by id', () => {

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

@@ -77,7 +77,7 @@ export class CustomFieldsValuesComponent extends AbstractInputComponent<Object>
     this._selectedFields = newFields
     // map the selected fields to an object with field_id as key and value as value
     this.value = newFields.reduce((acc, fieldId) => {
-      acc[fieldId] = this.value?.[fieldId] || null
+      acc[fieldId] = this.value?.[fieldId] ?? null
       return acc
     }, {})
     this.onChange(this.value)

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

@@ -36,7 +36,16 @@
           (focus)="clearLastSearchTerm()"
           (clear)="clearLastSearchTerm()"
           (blur)="onBlur()">
+          <ng-template ng-label-tmp let-item="item">
+            @if (iconField && item[iconField]) {
+              <i-bs class="me-2" [name]="item[iconField]"></i-bs>
+            }
+            <span [title]="item[bindLabel]">{{item[bindLabel]}}</span>
+          </ng-template>
           <ng-template ng-option-tmp let-item="item">
+              @if (iconField && item[iconField]) {
+                <i-bs class="me-2" [name]="item[iconField]"></i-bs>
+              }
               <span [title]="item[bindLabel]">{{item[bindLabel]}}</span>
           </ng-template>
         </ng-select>

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

@@ -35,7 +35,7 @@ import { AbstractInputComponent } from '../abstract-input'
     NgxBootstrapIconsModule,
   ],
 })
-export class SelectComponent extends AbstractInputComponent<number> {
+export class SelectComponent extends AbstractInputComponent<number | string> {
   constructor() {
     super()
     this.addItemRef = this.addItem.bind(this)
@@ -100,6 +100,9 @@ export class SelectComponent extends AbstractInputComponent<number> {
   @Input()
   bindLabel: string = 'name'
 
+  @Input()
+  iconField: string
+
   public searchFn = (term: string, item: any): boolean =>
     matchesSearchText(item?.[this.bindLabel], term)
 

src-ui/src/app/components/common/pdf-viewer/pdf-viewer.component.scss

@@ -151,6 +151,13 @@
   inset: 0;
   pointer-events: none;
 
+  & section {
+    position: absolute;
+    text-align: initial;
+    box-sizing: border-box;
+    transform-origin: 0 0;
+  }
+
   & .annotationTextContent {
     opacity: 0;
   }

src-ui/src/app/components/common/pdf-viewer/pdf-viewer.component.spec.ts

@@ -90,6 +90,7 @@ describe('PngxPdfViewerComponent', () => {
     }
     expect(viewer).toBeInstanceOf(PDFSinglePageViewer)
     expect(viewer.options.textLayerMode).toBe(0)
+    expect(viewer.options.enableSelectionRendering).toBe(false)
   })
 
   it('applies zoom, rotation, and page changes', async () => {

src-ui/src/app/components/common/pdf-viewer/pdf-viewer.component.ts

@@ -13,6 +13,7 @@ import {
   ViewChild,
 } from '@angular/core'
 import {
+  AnnotationMode,
   getDocument,
   GlobalWorkerOptions,
   PDFDocumentLoadingTask,
@@ -221,6 +222,8 @@ export class PngxPdfViewerComponent
       linkService: this.linkService,
       findController: this.findController,
       textLayerMode,
+      annotationMode: AnnotationMode.ENABLE,
+      enableSelectionRendering: false,
       removePageBorders: true,
     }
 

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

@@ -17,6 +17,10 @@ const permissions = [
   'view_document',
   'change_document',
   'delete_document',
+  'add_sharelinkbundle',
+  'view_sharelinkbundle',
+  'change_sharelinkbundle',
+  'delete_sharelinkbundle',
   'change_tag',
   'view_documenttype',
 ]
@@ -75,6 +79,7 @@ describe('PermissionsSelectComponent', () => {
     component.ngOnInit()
     component.writeValue(permissions)
     expect(component.typesWithAllActions).toContain('Document')
+    expect(component.typesWithAllActions).toContain('ShareLinkBundle')
   })
 
   it('should update checkboxes on permissions set', () => {
@@ -85,6 +90,10 @@ describe('PermissionsSelectComponent', () => {
     expect(input1.nativeElement.checked).toBeTruthy()
     const input2 = fixture.debugElement.query(By.css('input#Tag_Change'))
     expect(input2.nativeElement.checked).toBeTruthy()
+    const bundleInput = fixture.debugElement.query(
+      By.css('input#ShareLinkBundle_Add')
+    )
+    expect(bundleInput.nativeElement.checked).toBeTruthy()
   })
 
   it('disable checkboxes when permissions are inherited', () => {

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

@@ -2,10 +2,16 @@
   <button type="button" class="btn btn-sm btn-outline-primary" (click)="clickSuggest()" [disabled]="disabled() || loading() || (suggestions() && !aiEnabled())">
     @if (loading()) {
       <div class="spinner-border spinner-border-sm" role="status"></div>
+    } @else if (noSuggestions) {
+      <i-bs width="1.2em" height="1.2em" name="check-circle"></i-bs>
     } @else {
       <i-bs width="1.2em" height="1.2em" name="stars"></i-bs>
     }
-    <span class="d-none d-lg-inline ps-1" i18n>Suggest</span>
+    @if (noSuggestions) {
+      <span class="d-none d-lg-inline ps-1" i18n>No suggestions</span>
+    } @else {
+      <span class="d-none d-lg-inline ps-1" i18n>Suggest</span>
+    }
     @if (totalSuggestions > 0) {
       <span class="badge bg-primary ms-2">{{ totalSuggestions }}</span>
     }
@@ -19,7 +25,7 @@
 
       <div ngbDropdownMenu aria-labelledby="suggestionsDropdown" class="shadow suggestions-dropdown">
         <div class="list-group list-group-flush small pb-0">
-          @if (!suggestions()?.suggested_tags && !suggestions()?.suggested_document_types && !suggestions()?.suggested_correspondents) {
+          @if (totalSuggestions === 0) {
             <div class="list-group-item text-muted fst-italic">
               <small class="text-muted small fst-italic" i18n>No novel suggestions</small>
             </div>

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

@@ -30,6 +30,34 @@ describe('SuggestionsDropdownComponent', () => {
     expect(component.totalSuggestions).toBe(4)
   })
 
+  it('should show when a completed request returned no suggestions', () => {
+    fixture.componentRef.setInput('suggestions', {
+      correspondents: [],
+      tags: [],
+      document_types: [],
+      storage_paths: [],
+      dates: [],
+    })
+    fixture.detectChanges()
+
+    expect(component.noSuggestions).toBeTruthy()
+    expect(fixture.nativeElement.textContent).toContain('No suggestions')
+  })
+
+  it('should not show the empty state before a request or with suggestions', () => {
+    expect(component.noSuggestions).toBeFalsy()
+
+    fixture.componentRef.setInput('suggestions', {
+      correspondents: [],
+      tags: [42],
+      document_types: [],
+      storage_paths: [],
+      dates: [],
+    })
+
+    expect(component.noSuggestions).toBeFalsy()
+  })
+
   it('should emit getSuggestions when clickSuggest is called and suggestions are null', () => {
     jest.spyOn(component.getSuggestions, 'emit')
     fixture.componentRef.setInput('suggestions', null)
@@ -59,5 +87,6 @@ describe('SuggestionsDropdownComponent', () => {
     })
     component.clickSuggest()
     expect(component.dropdown.open).toBeTruthy()
+    expect(fixture.nativeElement.textContent).toContain('No novel suggestions')
   })
 })

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

@@ -61,4 +61,21 @@ export class SuggestionsDropdownComponent {
         this.suggestions()?.suggested_document_types?.length || 0
     )
   }
+
+  get noSuggestions(): boolean {
+    const suggestions = this.suggestions()
+    return (
+      suggestions != null &&
+      !suggestions.title &&
+      !suggestions.tags?.length &&
+      !suggestions.suggested_tags?.length &&
+      !suggestions.correspondents?.length &&
+      !suggestions.suggested_correspondents?.length &&
+      !suggestions.document_types?.length &&
+      !suggestions.suggested_document_types?.length &&
+      !suggestions.storage_paths?.length &&
+      !suggestions.suggested_storage_paths?.length &&
+      !suggestions.dates?.length
+    )
+  }
 }

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

@@ -1,6 +1,7 @@
 <pngx-widget-frame
   *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Document }"
   [title]="savedView.name"
+  [titleIcon]="savedView.icon || 'funnel'"
   [loading]="false"
   [draggable]="savedView"
   >

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

@@ -8,7 +8,12 @@
               <i-bs name="grip-vertical"></i-bs>
             </div>
           }
-          <h6 class="card-title mb-0">{{title()}}</h6>
+          <h6 class="card-title mb-0">
+            @if (titleIcon()) {
+              <i-bs class="me-2" [name]="titleIcon()"></i-bs>
+            }
+            {{title()}}
+          </h6>
           <ng-content select="[title-badge]"></ng-content>
           @if (badge() !== null && badge() !== undefined) {
             <span class="badge bg-info text-dark ms-2">{{badge()}}</span>

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

@@ -16,6 +16,8 @@ export class WidgetFrameComponent implements AfterViewInit {
 
   title = input<string>()
 
+  titleIcon = input<string>()
+
   draggable = input<any>()
 
   cardless = input(false)

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

@@ -963,12 +963,24 @@ describe('DocumentDetailComponent', () => {
     component.reprocess()
     const modalCloseSpy = jest.spyOn(openModal, 'close')
     openModal.componentInstance.confirmClicked.next()
-    expect(reprocessSpy).toHaveBeenCalledWith({ documents: [doc.id] })
+    expect(reprocessSpy).toHaveBeenCalledWith({ documents: [doc.id] }, false)
     expect(modalSpy).toHaveBeenCalled()
     expect(toastSpy).toHaveBeenCalled()
     expect(modalCloseSpy).toHaveBeenCalled()
   })
 
+  it('should pass remote OCR choice when reprocessing', () => {
+    initNormally()
+    const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
+    reprocessSpy.mockReturnValue(of(true))
+    let openModal: NgbModalRef
+    modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
+    component.reprocess()
+    openModal.componentInstance.remoteOcr = true
+    openModal.componentInstance.confirmClicked.next()
+    expect(reprocessSpy).toHaveBeenCalledWith({ documents: [doc.id] }, true)
+  })
+
   it('should show error if redo ocr call fails', () => {
     initNormally()
     const reprocessSpy = jest.spyOn(documentService, 'reprocessDocuments')
@@ -2161,8 +2173,14 @@ describe('DocumentDetailComponent', () => {
   it('should support open share links and email modals', () => {
     const modalSpy = jest.spyOn(modalService, 'open')
     initNormally()
+    component.selectedVersionId.set(10)
     component.openShareLinks()
     expect(modalSpy).toHaveBeenCalled()
+    expect(
+      (
+        modalSpy.mock.results[0].value as NgbModalRef
+      ).componentInstance.documentId()
+    ).toBe(10)
     component.openEmailDocument()
     expect(modalSpy).toHaveBeenCalled()
   })
@@ -2191,9 +2209,6 @@ describe('DocumentDetailComponent', () => {
     const appendChildSpy = jest
       .spyOn(document.body, 'appendChild')
       .mockImplementation((node: Node) => node)
-    const removeChildSpy = jest
-      .spyOn(document.body, 'removeChild')
-      .mockImplementation((node: Node) => node)
     const createObjectURLSpy = jest
       .spyOn(URL, 'createObjectURL')
       .mockReturnValue('blob:mock-url')
@@ -2212,6 +2227,7 @@ describe('DocumentDetailComponent', () => {
       src: '',
       onload: null,
       contentWindow: mockContentWindow,
+      remove: jest.fn(),
     }
 
     const createElementSpy = jest
@@ -2255,12 +2271,11 @@ describe('DocumentDetailComponent', () => {
       mockContentWindow.onafterprint(new Event('afterprint'))
     }
 
-    expect(removeChildSpy).toHaveBeenCalledWith(mockIframe)
+    expect(mockIframe.remove).toHaveBeenCalled()
     expect(revokeObjectURLSpy).toHaveBeenCalledWith('blob:mock-url')
 
     createElementSpy.mockRestore()
     appendChildSpy.mockRestore()
-    removeChildSpy.mockRestore()
     createObjectURLSpy.mockRestore()
     revokeObjectURLSpy.mockRestore()
   })
@@ -2307,9 +2322,6 @@ describe('DocumentDetailComponent', () => {
       const appendChildSpy = jest
         .spyOn(document.body, 'appendChild')
         .mockImplementation((node: Node) => node)
-      const removeChildSpy = jest
-        .spyOn(document.body, 'removeChild')
-        .mockImplementation((node: Node) => node)
       const createObjectURLSpy = jest
         .spyOn(URL, 'createObjectURL')
         .mockReturnValue('blob:mock-url')
@@ -2332,6 +2344,7 @@ describe('DocumentDetailComponent', () => {
         src: '',
         onload: null,
         contentWindow: mockContentWindow,
+        remove: jest.fn(),
       }
 
       const createElementSpy = jest
@@ -2354,15 +2367,21 @@ describe('DocumentDetailComponent', () => {
 
       if (expectToast) {
         expect(toastSpy).toHaveBeenCalled()
+        expect(mockIframe.remove).toHaveBeenCalled()
+        expect(revokeObjectURLSpy).toHaveBeenCalledWith('blob:mock-url')
       } else {
         expect(toastSpy).not.toHaveBeenCalled()
+        expect(mockIframe.remove).not.toHaveBeenCalled()
+        expect(revokeObjectURLSpy).not.toHaveBeenCalled()
+
+        component.ngOnDestroy()
+
+        expect(mockIframe.remove).toHaveBeenCalled()
+        expect(revokeObjectURLSpy).toHaveBeenCalledWith('blob:mock-url')
       }
-      expect(removeChildSpy).toHaveBeenCalledWith(mockIframe)
-      expect(revokeObjectURLSpy).toHaveBeenCalledWith('blob:mock-url')
 
       createElementSpy.mockRestore()
       appendChildSpy.mockRestore()
-      removeChildSpy.mockRestore()
       createObjectURLSpy.mockRestore()
       revokeObjectURLSpy.mockRestore()
     })

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

@@ -97,6 +97,7 @@ import { ISODateAdapter } from 'src/app/utils/ngb-iso-date-adapter'
 import * as UTIF from 'utif'
 import { DocumentDetailFieldID } from '../admin/settings/settings.component'
 import { ConfirmDialogComponent } from '../common/confirm-dialog/confirm-dialog.component'
+import { ReprocessConfirmDialogComponent } from '../common/confirm-dialog/reprocess-confirm-dialog/reprocess-confirm-dialog.component'
 import { PasswordRemovalConfirmDialogComponent } from '../common/confirm-dialog/password-removal-confirm-dialog/password-removal-confirm-dialog.component'
 import { CustomFieldsDropdownComponent } from '../common/custom-fields-dropdown/custom-fields-dropdown.component'
 import { CorrespondentEditDialogComponent } from '../common/edit-dialog/correspondent-edit-dialog/correspondent-edit-dialog.component'
@@ -289,6 +290,8 @@ export class DocumentDetailComponent
   private incomingUpdateModal: NgbModalRef
   private pendingIncomingUpdate: IncomingDocumentUpdate
   private lastLocalSaveModified: string | null = null
+  private printIframe: HTMLIFrameElement | null = null
+  private printBlobUrl: string | null = null
 
   requiresPassword: boolean = false
   password: string
@@ -868,6 +871,7 @@ export class DocumentDetailComponent
   }
 
   ngOnDestroy(): void {
+    this.cleanupPrintDocument()
     this.unsubscribeNotifier.next(this)
     this.unsubscribeNotifier.complete()
   }
@@ -1399,7 +1403,7 @@ export class DocumentDetailComponent
   }
 
   reprocess() {
-    let modal = this.modalService.open(ConfirmDialogComponent, {
+    let modal = this.modalService.open(ReprocessConfirmDialogComponent, {
       backdrop: 'static',
     })
     modal.componentInstance.title = $localize`Reprocess confirm`
@@ -1410,7 +1414,10 @@ export class DocumentDetailComponent
     modal.componentInstance.confirmClicked.subscribe(() => {
       modal.componentInstance.buttonsEnabled = false
       this.documentsService
-        .reprocessDocuments({ documents: [this.document().id] })
+        .reprocessDocuments(
+          { documents: [this.document().id] },
+          modal.componentInstance.remoteOcr
+        )
         .subscribe({
           next: () => {
             this.toastService.showInfo(
@@ -1889,6 +1896,7 @@ export class DocumentDetailComponent
   }
 
   printDocument() {
+    this.cleanupPrintDocument()
     const selectedVersionId = this.getSelectedNonLatestVersionId()
     const printUrl = this.documentsService.getDownloadUrl(
       this.document().id,
@@ -1902,6 +1910,8 @@ export class DocumentDetailComponent
         next: (blob) => {
           const blobUrl = URL.createObjectURL(blob)
           const iframe = document.createElement('iframe')
+          this.printIframe = iframe
+          this.printBlobUrl = blobUrl
           iframe.style.position = 'fixed'
           iframe.style.right = '0'
           iframe.style.bottom = '0'
@@ -1917,22 +1927,19 @@ export class DocumentDetailComponent
                 iframe.contentWindow.focus()
                 iframe.contentWindow.print()
                 iframe.contentWindow.onafterprint = () => {
-                  document.body.removeChild(iframe)
-                  URL.revokeObjectURL(blobUrl)
+                  this.cleanupPrintDocument()
                 }
               } catch (err) {
                 // FF throws cross-origin error on onafterprint
                 const isCrossOriginAfterPrintError =
                   err instanceof DOMException &&
                   err.message.includes('onafterprint')
+                // FF throws here while print preview is still reading the iframe
+                // so keep it alive until the next print or teardown
                 if (!isCrossOriginAfterPrintError) {
                   this.toastService.showError($localize`Print failed.`, err)
+                  timer(100).subscribe(() => this.cleanupPrintDocument())
                 }
-                timer(100).subscribe(() => {
-                  // delay to avoid FF print failure
-                  document.body.removeChild(iframe)
-                  URL.revokeObjectURL(blobUrl)
-                })
               }
             })
           }
@@ -1945,9 +1952,20 @@ export class DocumentDetailComponent
       })
   }
 
+  private cleanupPrintDocument() {
+    if (this.printIframe) this.printIframe.remove()
+    this.printIframe = null
+    if (this.printBlobUrl) {
+      URL.revokeObjectURL(this.printBlobUrl)
+      this.printBlobUrl = null
+    }
+  }
+
   public openShareLinks() {
     const modal = this.modalService.open(ShareLinksDialogComponent)
-    modal.componentInstance.documentId.set(this.document().id)
+    modal.componentInstance.documentId.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-list/bulk-editor/bulk-editor.component.spec.ts

@@ -1122,6 +1122,7 @@ describe('BulkEditorComponent', () => {
     req.flush(true)
     expect(req.request.body).toEqual({
       documents: [3, 4],
+      remote_ocr: false,
     })
     httpTestingController.match(
       `${environment.apiBaseUrl}documents/?page=1&page_size=50&ordering=-created&truncate_content=true&include_selection_data=true`

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

@@ -51,6 +51,7 @@ 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 { MergeConfirmDialogComponent } from '../../common/confirm-dialog/merge-confirm-dialog/merge-confirm-dialog.component'
+import { ReprocessConfirmDialogComponent } from '../../common/confirm-dialog/reprocess-confirm-dialog/reprocess-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'
 import { CustomFieldEditDialogComponent } from '../../common/edit-dialog/custom-field-edit-dialog/custom-field-edit-dialog.component'
@@ -909,7 +910,7 @@ export class BulkEditorComponent
   }
 
   reprocessSelected() {
-    let modal = this.modalService.open(ConfirmDialogComponent, {
+    let modal = this.modalService.open(ReprocessConfirmDialogComponent, {
       backdrop: 'static',
     })
     modal.componentInstance.title = $localize`Reprocess confirm`
@@ -923,7 +924,10 @@ export class BulkEditorComponent
         modal.componentInstance.buttonsEnabled = false
         this.executeDocumentAction(
           modal,
-          this.documentService.reprocessDocuments(this.getSelectionQuery())
+          this.documentService.reprocessDocuments(
+            this.getSelectionQuery(),
+            modal.componentInstance.remoteOcr
+          )
         )
       })
   }

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

@@ -97,7 +97,9 @@
     <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)">{{view.name}}</button>
+          <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>

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

@@ -457,6 +457,7 @@ export class DocumentListComponent
       modal.componentInstance.buttonsEnabled.set(false)
       let savedView: SavedView = {
         name: formValue.name,
+        icon: formValue.icon,
         filter_rules: this.list.filterRules,
         sort_reverse: this.list.sortReverse,
         sort_field: this.list.sortField,

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

@@ -1697,6 +1697,24 @@ describe('FilterEditorComponent', () => {
     ])
   })
 
+  it('should carry over text filtering once with created and added relative dates', () => {
+    component.textFilter = 'foo'
+    const datesDropdown = fixture.debugElement.query(
+      By.directive(DatesDropdownComponent)
+    )
+    component.dateCreatedRelativeDate = RelativeDate.WITHIN_1_WEEK
+    component.dateAddedRelativeDate = RelativeDate.WITHIN_1_MONTH
+    datesDropdown.triggerEventHandler('datesSet')
+    fixture.detectChanges()
+    tick(400)
+    expect(component.filterRules).toEqual([
+      {
+        rule_type: FILTER_FULLTEXT_QUERY,
+        value: 'foo,created:[-1 week to now],added:[-1 month to now]',
+      },
+    ])
+  })
+
   it('should convert legacy title filters into full text query when adding a created relative date', () => {
     component.filterRules = [
       {
@@ -2195,6 +2213,20 @@ describe('FilterEditorComponent', () => {
     expect(blurSpy).toHaveBeenCalled()
   })
 
+  it('should only dismiss open autocomplete suggestions on Escape, keeping the query', () => {
+    component.textFilter = 'foo bar'
+    component.textFilterInput.nativeElement.value = 'foo bar'
+    jest.spyOn(component.searchTypeahead, 'isPopupOpen').mockReturnValue(true)
+    const dismissSpy = jest
+      .spyOn(component.searchTypeahead, 'dismissPopup')
+      .mockImplementation(() => {})
+    component.textFilterInput.nativeElement.dispatchEvent(
+      new KeyboardEvent('keydown', { key: 'Escape' })
+    )
+    expect(dismissSpy).toHaveBeenCalled()
+    expect(component.textFilter).toEqual('foo bar')
+  })
+
   it('should adjust text filter targets if more like search', () => {
     const TEXT_FILTER_TARGET_FULLTEXT_MORELIKE = 'fulltext-morelike' // private const
     component.textFilterTarget = TEXT_FILTER_TARGET_FULLTEXT_MORELIKE

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

@@ -15,6 +15,7 @@ import {
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import {
   NgbDropdownModule,
+  NgbTypeahead,
   NgbTypeaheadModule,
 } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
@@ -351,6 +352,9 @@ export class FilterEditorComponent
   @ViewChild('textFilterInput')
   textFilterInput: ElementRef
 
+  @ViewChild(NgbTypeahead)
+  searchTypeahead: NgbTypeahead
+
   readonly customFields = signal<CustomField[]>([])
 
   tagDocumentCounts: SelectionDataItem[]
@@ -1016,7 +1020,6 @@ export class FilterEditorComponent
       this.dateAddedRelativeDate !== null ||
       this.dateCreatedRelativeDate !== null
     ) {
-      let queryArgs: Array<string> = []
       let existingRule = filterRules.find(
         (fr) => fr.rule_type == FILTER_FULLTEXT_QUERY
       )
@@ -1038,32 +1041,28 @@ export class FilterEditorComponent
         existingRule.rule_type = FILTER_FULLTEXT_QUERY
       }
 
-      let existingRuleArgs = existingRule?.value.split(',')
+      let queryArgs = existingRule?.value.split(',') ?? []
       if (this.dateCreatedRelativeDate !== null) {
         const rd = RELATIVE_DATE_QUERYSTRINGS.find(
           (qS) => qS.relativeDate == this.dateCreatedRelativeDate
         )
+        queryArgs = queryArgs.filter(
+          (arg) => !arg.match(RELATIVE_DATE_QUERY_REGEXP_CREATED)
+        )
         queryArgs.push(
           `created:${rd.isRange ? `[${rd.dateQuery}]` : `"${rd.dateQuery}"`}`
         )
-        if (existingRule) {
-          queryArgs = existingRuleArgs
-            .filter((arg) => !arg.match(RELATIVE_DATE_QUERY_REGEXP_CREATED))
-            .concat(queryArgs)
-        }
       }
       if (this.dateAddedRelativeDate !== null) {
         const rd = RELATIVE_DATE_QUERYSTRINGS.find(
           (qS) => qS.relativeDate == this.dateAddedRelativeDate
         )
+        queryArgs = queryArgs.filter(
+          (arg) => !arg.match(RELATIVE_DATE_QUERY_REGEXP_ADDED)
+        )
         queryArgs.push(
           `added:${rd.isRange ? `[${rd.dateQuery}]` : `"${rd.dateQuery}"`}`
         )
-        if (existingRule) {
-          queryArgs = existingRuleArgs
-            .filter((arg) => !arg.match(RELATIVE_DATE_QUERY_REGEXP_ADDED))
-            .concat(queryArgs)
-        }
       }
 
       if (existingRule) {
@@ -1155,6 +1154,7 @@ export class FilterEditorComponent
   }
 
   set textFilter(value) {
+    this._textFilter = value // set immediately to prevent loss of keystrokes
     this.textFilterDebounce.next(value)
   }
 
@@ -1247,9 +1247,9 @@ export class FilterEditorComponent
         distinctUntilChanged(),
         filter((query) => !query.length || query.length > 2)
       )
-      .subscribe((text) =>
+      .subscribe(() =>
         this.updateTextFilter(
-          text,
+          this._textFilter, // use the current value, not the debounced (possibly stale) one
           this.textFilterTarget !== TEXT_FILTER_TARGET_FULLTEXT_QUERY
         )
       )
@@ -1325,6 +1325,11 @@ export class FilterEditorComponent
         this.updateTextFilter(filterString)
       }
     } else if (event.key === 'Escape') {
+      if (this.searchTypeahead?.isPopupOpen()) {
+        // only dismiss the suggestions, so longer query can use Enter
+        this.searchTypeahead.dismissPopup()
+        return
+      }
       if (this._textFilter?.length) {
         this.resetTextField()
       } else {

src-ui/src/app/components/document-list/save-view-config-dialog/save-view-config-dialog.component.html

@@ -6,6 +6,14 @@
   </div>
   <div class="modal-body">
     <pngx-input-text i18n-title title="Name" formControlName="name" [error]="error()?.name" autocomplete="off"></pngx-input-text>
+    <pngx-input-select
+      i18n-title
+      title="Icon"
+      formControlName="icon"
+      [items]="savedViewIcons"
+      iconField="icon"
+      [error]="error()?.icon">
+    </pngx-input-select>
     <pngx-input-check i18n-title title="Show in sidebar" formControlName="showInSideBar"></pngx-input-check>
     <pngx-input-check i18n-title title="Show on dashboard" formControlName="showOnDashboard"></pngx-input-check>
     <pngx-permissions-form accordion="true" formControlName="permissions_form"></pngx-permissions-form>

src-ui/src/app/components/document-list/save-view-config-dialog/save-view-config-dialog.component.spec.ts

@@ -9,6 +9,7 @@ import { CheckComponent } from '../../common/input/check/check.component'
 import { PermissionsFormComponent } from '../../common/input/permissions/permissions-form/permissions-form.component'
 import { PermissionsGroupComponent } from '../../common/input/permissions/permissions-group/permissions-group.component'
 import { PermissionsUserComponent } from '../../common/input/permissions/permissions-user/permissions-user.component'
+import { SelectComponent } from '../../common/input/select/select.component'
 import { TextComponent } from '../../common/input/text/text.component'
 import { SaveViewConfigDialogComponent } from './save-view-config-dialog.component'
 
@@ -40,6 +41,7 @@ describe('SaveViewConfigDialogComponent', () => {
         ReactiveFormsModule,
         SaveViewConfigDialogComponent,
         TextComponent,
+        SelectComponent,
         CheckComponent,
         PermissionsFormComponent,
         PermissionsUserComponent,
@@ -63,6 +65,7 @@ describe('SaveViewConfigDialogComponent', () => {
     expect(component.defaultName()).toEqual(name)
     expect(result).toEqual({
       name,
+      icon: 'funnel',
       showInSideBar: false,
       showOnDashboard: false,
     })
@@ -94,6 +97,7 @@ describe('SaveViewConfigDialogComponent', () => {
     component.save()
     expect(result).toEqual({
       name,
+      icon: 'funnel',
       showInSideBar: true,
       showOnDashboard: true,
     })
@@ -113,6 +117,7 @@ describe('SaveViewConfigDialogComponent', () => {
     component.save()
     expect(result).toEqual({
       name: '',
+      icon: 'funnel',
       showInSideBar: false,
       showOnDashboard: false,
       permissions_form: permissions,

src-ui/src/app/components/document-list/save-view-config-dialog/save-view-config-dialog.component.ts

@@ -13,9 +13,14 @@ import {
   ReactiveFormsModule,
 } from '@angular/forms'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import {
+  DEFAULT_SAVED_VIEW_ICON,
+  SAVED_VIEW_ICONS,
+} from 'src/app/data/saved-view-icons'
 import { User } from 'src/app/data/user'
 import { CheckComponent } from '../../common/input/check/check.component'
 import { PermissionsFormComponent } from '../../common/input/permissions/permissions-form/permissions-form.component'
+import { SelectComponent } from '../../common/input/select/select.component'
 import { TextComponent } from '../../common/input/text/text.component'
 
 @Component({
@@ -24,6 +29,7 @@ import { TextComponent } from '../../common/input/text/text.component'
   styleUrls: ['./save-view-config-dialog.component.scss'],
   imports: [
     CheckComponent,
+    SelectComponent,
     TextComponent,
     PermissionsFormComponent,
     FormsModule,
@@ -41,6 +47,7 @@ export class SaveViewConfigDialogComponent implements OnInit {
   public saveClicked = new EventEmitter()
 
   users: User[]
+  readonly savedViewIcons = SAVED_VIEW_ICONS
 
   setDefaultName(value: string) {
     this.defaultName.set(value)
@@ -49,6 +56,7 @@ export class SaveViewConfigDialogComponent implements OnInit {
 
   saveViewConfigForm = new FormGroup({
     name: new FormControl(''),
+    icon: new FormControl(DEFAULT_SAVED_VIEW_ICON),
     showInSideBar: new FormControl(false),
     showOnDashboard: new FormControl(false),
     permissions_form: new FormControl(null),
@@ -65,6 +73,7 @@ export class SaveViewConfigDialogComponent implements OnInit {
     const formValue = this.saveViewConfigForm.value
     const saveViewConfig = {
       name: formValue.name,
+      icon: formValue.icon,
       showInSideBar: formValue.showInSideBar,
       showOnDashboard: formValue.showOnDashboard,
     }

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

@@ -88,7 +88,7 @@
       @if (depth > 0) {
         <div class="indicator"></div>
       }
-      <button class="btn btn-link ms-0 ps-0 text-start" (click)="userCanEdit(object) ? openEditDialog(object) : null; $event.stopPropagation()">{{ object.name }}</button>
+      <button class="btn btn-link ms-0 ps-0 text-start" style="user-select: text;" [disabled]="!userCanEdit(object)" (click)="userCanEdit(object) ? openEditDialog(object) : null; $event.stopPropagation()">{{ object.name }}</button>
     </td>
     <td class="d-none d-sm-table-cell">{{ getMatching(object) }}</td>
     <td>{{ getDocumentCount(object) }}</td>

src-ui/src/app/components/manage/saved-views/saved-views.component.html

@@ -7,23 +7,34 @@
 </pngx-page-header>
 <form [formGroup]="savedViewsForm" (ngSubmit)="save()">
   <ul class="list-group mb-3" formGroupName="savedViews">
-    @for (view of savedViews(); track view) {
+    @for (view of pagedSavedViews(); track view) {
       <li class="list-group-item py-3">
       <div [formGroupName]="view.id">
         <div class="row">
-          <div class="col">
+          <div class="col-md">
             <pngx-input-text title="Name" formControlName="name"></pngx-input-text>
           </div>
-          <div class="col">
-            <div class="form-check form-switch mt-3">
-              <input type="checkbox" class="form-check-input" id="show_on_dashboard_{{view.id}}" formControlName="show_on_dashboard">
-              <label class="form-check-label" for="show_on_dashboard_{{view.id}}" i18n>Show on dashboard</label>
-            </div>
-            <div class="form-check form-switch">
-              <input type="checkbox" class="form-check-input" id="show_in_sidebar_{{view.id}}" formControlName="show_in_sidebar">
-              <label class="form-check-label" for="show_in_sidebar_{{view.id}}" i18n>Show in sidebar</label>
-            </div>
+          <div class="col-md">
+            <pngx-input-select
+            i18n-title
+            title="Icon"
+            formControlName="icon"
+            [items]="savedViewIcons"
+            iconField="icon">
+            </pngx-input-select>
           </div>
+          @if (canSaveSettings) {
+            <div class="col-md">
+              <div class="form-check form-switch mt-3">
+                <input type="checkbox" class="form-check-input" id="show_on_dashboard_{{view.id}}" formControlName="show_on_dashboard">
+                <label class="form-check-label" for="show_on_dashboard_{{view.id}}" i18n>Show on dashboard</label>
+              </div>
+              <div class="form-check form-switch">
+                <input type="checkbox" class="form-check-input" id="show_in_sidebar_{{view.id}}" formControlName="show_in_sidebar">
+                <label class="form-check-label" for="show_in_sidebar_{{view.id}}" i18n>Show in sidebar</label>
+              </div>
+            </div>
+          }
           <div class="col-auto">
             @if (canDeleteSavedView(view)) {
               <label class="form-label" for="name_{{view.id}}" i18n>Actions</label>
@@ -79,6 +90,11 @@
     }
   </ul>
 
-  <button type="button" (click)="reset()" class="btn btn-outline-secondary mb-2" [disabled]="(isDirty$ | async) === false" i18n>Cancel</button>
-  <button type="submit" class="btn btn-primary ms-2 mb-2" [disabled]="(isDirty$ | async) === false" i18n>Save</button>
+  <div class="d-flex align-items-center mb-3">
+    <button type="button" (click)="reset()" class="btn btn-outline-secondary mb-2" [disabled]="(isDirty$ | async) === false" i18n>Cancel</button>
+    <button type="submit" class="btn btn-primary ms-2 mb-2" [disabled]="(isDirty$ | async) === false" i18n>Save</button>
+    @if (savedViews()?.length > pageSize) {
+      <ngb-pagination class="ms-auto" [pageSize]="pageSize" [collectionSize]="savedViews().length" [page]="page()" [maxSize]="5" (pageChange)="page.set($event)" size="sm" aria-label="Pagination"></ngb-pagination>
+    }
+  </div>
 </form>

src-ui/src/app/components/manage/saved-views/saved-views.component.spec.ts

@@ -4,6 +4,7 @@ import { provideHttpClientTesting } from '@angular/common/http/testing'
 import { signal } from '@angular/core'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { FormsModule, ReactiveFormsModule } from '@angular/forms'
+import { By } from '@angular/platform-browser'
 import { NgbModal, NgbModule } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
 import { Subject, of, throwError } from 'rxjs'
@@ -25,8 +26,20 @@ import { PageHeaderComponent } from '../../common/page-header/page-header.compon
 import { SavedViewsComponent } from './saved-views.component'
 
 const savedViews = [
-  { id: 1, name: 'view1', show_in_sidebar: true, show_on_dashboard: true },
-  { id: 2, name: 'view2', show_in_sidebar: false, show_on_dashboard: false },
+  {
+    id: 1,
+    name: 'view1',
+    icon: 'archive',
+    show_in_sidebar: true,
+    show_on_dashboard: true,
+  },
+  {
+    id: 2,
+    name: 'view2',
+    icon: 'funnel',
+    show_in_sidebar: false,
+    show_on_dashboard: false,
+  },
 ]
 
 describe('SavedViewsComponent', () => {
@@ -157,6 +170,24 @@ describe('SavedViewsComponent', () => {
     expect(patchBody.show_in_sidebar).toBeUndefined()
   })
 
+  it('should persist a changed icon', () => {
+    const patchSpy = jest.spyOn(savedViewService, 'patchMany')
+    const view = savedViews[0]
+    const iconControl = component.savedViewsForm
+      .get('savedViews')
+      .get(view.id.toString())
+      .get('icon')
+
+    iconControl.setValue('bell')
+    iconControl.markAsDirty()
+    component.save()
+
+    expect(patchSpy.mock.calls[0][0][0]).toMatchObject({
+      id: view.id,
+      icon: 'bell',
+    })
+  })
+
   it('should persist visibility changes to user settings', () => {
     const patchSpy = jest.spyOn(savedViewService, 'patchMany')
     const updateVisibilitySpy = jest
@@ -222,6 +253,44 @@ describe('SavedViewsComponent', () => {
     ).toEqual(view.show_on_dashboard)
   })
 
+  it('should page saved views, clamp the page if views are removed', () => {
+    const manyViews = Array.from({ length: 30 }, (_, i) => ({
+      id: i + 1,
+      name: `view${i + 1}`,
+    })) as SavedView[]
+    const listSpy = jest.spyOn(savedViewService, 'list').mockReturnValue(
+      of({
+        all: manyViews.map((v) => v.id),
+        count: manyViews.length,
+        results: manyViews.concat([]),
+      })
+    )
+    component.ngOnInit()
+    fixture.detectChanges()
+    expect(listSpy).toHaveBeenCalledWith(1, 100000, null, false, {
+      full_perms: true,
+    })
+    expect(component.pagedSavedViews()).toHaveLength(25)
+    expect(fixture.debugElement.query(By.css('ngb-pagination'))).not.toBeNull()
+    // all views have controls, not just the current page
+    expect(
+      Object.keys(component.savedViewsForm.get('savedViews').value)
+    ).toHaveLength(30)
+
+    component.page.set(2)
+    expect(component.pagedSavedViews()).toHaveLength(5)
+
+    listSpy.mockReturnValue(
+      of({
+        all: manyViews.slice(0, 25).map((v) => v.id),
+        count: 25,
+        results: manyViews.slice(0, 25),
+      })
+    )
+    component.ngOnInit()
+    expect(component.page()).toEqual(1)
+  })
+
   it('should support editing permissions', () => {
     const confirmClicked = new Subject<any>()
     const modalRef = {

src-ui/src/app/components/manage/saved-views/saved-views.component.ts

@@ -1,22 +1,34 @@
 import { AsyncPipe } from '@angular/common'
-import { Component, OnDestroy, OnInit, inject, signal } from '@angular/core'
+import {
+  Component,
+  OnDestroy,
+  OnInit,
+  computed,
+  inject,
+  signal,
+} from '@angular/core'
 import {
   FormControl,
   FormGroup,
   FormsModule,
   ReactiveFormsModule,
 } from '@angular/forms'
-import { NgbModal } from '@ng-bootstrap/ng-bootstrap'
+import { NgbModal, NgbPaginationModule } from '@ng-bootstrap/ng-bootstrap'
 import { dirtyCheck } from '@ngneat/dirty-check-forms'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { BehaviorSubject, Observable, of, switchMap, takeUntil } from 'rxjs'
 import { PermissionsDialogComponent } from 'src/app/components/common/permissions-dialog/permissions-dialog.component'
 import { DisplayMode } from 'src/app/data/document'
 import { SavedView } from 'src/app/data/saved-view'
+import {
+  DEFAULT_SAVED_VIEW_ICON,
+  SAVED_VIEW_ICONS,
+} from 'src/app/data/saved-view-icons'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import {
   PermissionAction,
   PermissionsService,
+  PermissionType,
 } from 'src/app/services/permissions.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { SettingsService } from 'src/app/services/settings.service'
@@ -24,6 +36,7 @@ import { ToastService } from 'src/app/services/toast.service'
 import { ConfirmButtonComponent } from '../../common/confirm-button/confirm-button.component'
 import { DragDropSelectComponent } from '../../common/input/drag-drop-select/drag-drop-select.component'
 import { NumberComponent } from '../../common/input/number/number.component'
+import { SelectComponent } from '../../common/input/select/select.component'
 import { TextComponent } from '../../common/input/text/text.component'
 import { PageHeaderComponent } from '../../common/page-header/page-header.component'
 import { LoadingComponentWithPermissions } from '../../loading-component/loading.component'
@@ -35,12 +48,14 @@ import { LoadingComponentWithPermissions } from '../../loading-component/loading
     PageHeaderComponent,
     ConfirmButtonComponent,
     NumberComponent,
+    SelectComponent,
     TextComponent,
     IfPermissionsDirective,
     DragDropSelectComponent,
     FormsModule,
     ReactiveFormsModule,
     AsyncPipe,
+    NgbPaginationModule,
     NgxBootstrapIconsModule,
   ],
 })
@@ -55,8 +70,17 @@ export class SavedViewsComponent
   private readonly modalService = inject(NgbModal)
 
   DisplayMode = DisplayMode
+  readonly savedViewIcons = SAVED_VIEW_ICONS
 
   readonly savedViews = signal<SavedView[]>(undefined)
+  readonly page = signal(1)
+  public readonly pageSize = 25
+  // All views are loaded at init, so paging is only for display
+  readonly pagedSavedViews = computed(() => {
+    const start = (this.page() - 1) * this.pageSize
+    return this.savedViews()?.slice(start, start + this.pageSize)
+  })
+
   private savedViewsGroup = new FormGroup({})
   public savedViewsForm: FormGroup = new FormGroup({
     savedViews: this.savedViewsGroup,
@@ -71,7 +95,9 @@ export class SavedViewsComponent
 
   constructor() {
     super()
-    this.settings.organizingSidebarSavedViews.set(true)
+    if (this.canSaveSettings) {
+      this.settings.organizingSidebarSavedViews.set(true)
+    }
   }
 
   ngOnInit(): void {
@@ -81,15 +107,19 @@ export class SavedViewsComponent
   private reloadViews(): void {
     this.loading.set(true)
     this.savedViewService
-      .list(null, null, null, false, { full_perms: true })
+      .list(1, 100000, null, false, { full_perms: true })
       .subscribe((r) => {
         this.savedViews.set(r.results)
+        const pageCount = Math.ceil(r.results.length / this.pageSize)
+        this.page.update((page) => Math.min(page, Math.max(1, pageCount)))
         this.initialize()
       })
   }
 
   ngOnDestroy(): void {
-    this.settings.organizingSidebarSavedViews.set(false)
+    if (this.canSaveSettings) {
+      this.settings.organizingSidebarSavedViews.set(false)
+    }
     super.ngOnDestroy()
   }
 
@@ -105,6 +135,7 @@ export class SavedViewsComponent
       storeData.savedViews[view.id.toString()] = {
         id: view.id,
         name: view.name,
+        icon: view.icon ?? DEFAULT_SAVED_VIEW_ICON,
         show_on_dashboard: view.show_on_dashboard,
         show_in_sidebar: view.show_in_sidebar,
         page_size: view.page_size,
@@ -117,6 +148,7 @@ export class SavedViewsComponent
         new FormGroup({
           id: new FormControl({ value: null, disabled: !canEdit }),
           name: new FormControl({ value: null, disabled: !canEdit }),
+          icon: new FormControl({ value: null, disabled: !canEdit }),
           show_on_dashboard: new FormControl({
             value: null,
             disabled: false,
@@ -195,6 +227,7 @@ export class SavedViewsComponent
 
       const modelFieldsChanged =
         group.get('name')?.dirty ||
+        group.get('icon')?.dirty ||
         group.get('page_size')?.dirty ||
         group.get('display_mode')?.dirty ||
         group.get('display_fields')?.dirty
@@ -216,7 +249,7 @@ export class SavedViewsComponent
         switchMap(() => this.savedViewService.patchMany(changed))
       )
     }
-    if (visibilityChanged) {
+    if (visibilityChanged && this.canSaveSettings) {
       saveOperation = saveOperation.pipe(
         switchMap(() =>
           this.settings.updateSavedViewsVisibility(
@@ -250,6 +283,19 @@ export class SavedViewsComponent
     return this.permissionsService.currentUserOwnsObject(view)
   }
 
+  public get canSaveSettings(): boolean {
+    return (
+      this.permissionsService.currentUserCan(
+        PermissionAction.Change,
+        PermissionType.UISettings
+      ) &&
+      this.permissionsService.currentUserCan(
+        PermissionAction.Add,
+        PermissionType.UISettings
+      )
+    )
+  }
+
   public editPermissions(savedView: SavedView): void {
     const modal = this.modalService.open(PermissionsDialogComponent, {
       backdrop: 'static',

src-ui/src/app/data/paperless-config.ts

@@ -54,6 +54,10 @@ export const ConfigCategory = {
   AI: $localize`AI Settings`,
 }
 
+export const ConfigSection = {
+  RemoteOCR: $localize`Remote OCR`,
+}
+
 export const LLMEmbeddingBackendConfig = {
   OPENAI_LIKE: 'openai-like',
   HUGGINGFACE: 'huggingface',
@@ -65,6 +69,15 @@ export const LLMBackendConfig = {
   OLLAMA: 'ollama',
 }
 
+export const RemoteOCREngineConfig = {
+  AZURE_AI: 'azureai',
+}
+
+export const RemoteOCRModeConfig = {
+  ALWAYS: 'always',
+  WORKFLOW_ONLY: 'workflow_only',
+}
+
 export interface ConfigOption {
   key: string
   title: string
@@ -72,6 +85,7 @@ export interface ConfigOption {
   choices?: Array<{ id: string; name: string }>
   config_key?: string
   category: string
+  section?: string
   note?: string
 }
 
@@ -181,6 +195,43 @@ export const PaperlessConfigOptions: ConfigOption[] = [
     config_key: 'PAPERLESS_OCR_USER_ARGS',
     category: ConfigCategory.OCR,
   },
+  {
+    key: 'remote_ocr_engine',
+    title: $localize`Remote OCR Engine`,
+    type: ConfigOptionType.Select,
+    choices: mapToItems(RemoteOCREngineConfig),
+    config_key: 'PAPERLESS_REMOTE_OCR_ENGINE',
+    category: ConfigCategory.OCR,
+    section: ConfigSection.RemoteOCR,
+    note: $localize`Enabling remote OCR sends documents to a third-party service for processing. Consider the privacy implications as well as potential costs before enabling.`,
+  },
+  {
+    key: 'remote_ocr_api_key',
+    title: $localize`Remote OCR API Key`,
+    type: ConfigOptionType.Password,
+    config_key: 'PAPERLESS_REMOTE_OCR_API_KEY',
+    category: ConfigCategory.OCR,
+    section: ConfigSection.RemoteOCR,
+  },
+  {
+    key: 'remote_ocr_endpoint',
+    title: $localize`Remote OCR Endpoint`,
+    type: ConfigOptionType.String,
+    config_key: 'PAPERLESS_REMOTE_OCR_ENDPOINT',
+    category: ConfigCategory.OCR,
+    section: ConfigSection.RemoteOCR,
+    note: $localize`Required when using the Azure AI engine.`,
+  },
+  {
+    key: 'remote_ocr_mode',
+    title: $localize`Remote OCR Mode`,
+    type: ConfigOptionType.Select,
+    choices: mapToItems(RemoteOCRModeConfig),
+    config_key: 'PAPERLESS_REMOTE_OCR_MODE',
+    category: ConfigCategory.OCR,
+    section: ConfigSection.RemoteOCR,
+    note: $localize`Which documents are sent to the remote engine. Use 'workflow_only' to keep remote OCR off unless a workflow enables it for a document.`,
+  },
   {
     key: 'app_logo',
     title: $localize`Application Logo`,
@@ -398,6 +449,10 @@ export interface PaperlessConfig extends ObjectWithId {
   barcode_enable_tag: boolean
   barcode_tag_mapping: object
   barcode_tag_split: boolean
+  remote_ocr_engine: string
+  remote_ocr_api_key: string
+  remote_ocr_endpoint: string
+  remote_ocr_mode: string
   ai_enabled: boolean
   llm_embedding_backend: string
   llm_embedding_model: string

src-ui/src/app/data/saved-view-icons.ts

@@ -0,0 +1,89 @@
+export const DEFAULT_SAVED_VIEW_ICON = 'funnel'
+
+export const SAVED_VIEW_ICONS = [
+  { id: 'archive', name: $localize`Archive`, icon: 'archive' },
+  { id: 'bank', name: $localize`Bank`, icon: 'bank' },
+  { id: 'basket', name: $localize`Basket`, icon: 'basket' },
+  { id: 'bell', name: $localize`Bell`, icon: 'bell' },
+  { id: 'bookmark', name: $localize`Bookmark`, icon: 'bookmark' },
+  { id: 'boxes', name: $localize`Boxes`, icon: 'boxes' },
+  { id: 'briefcase', name: $localize`Briefcase`, icon: 'briefcase' },
+  { id: 'building', name: $localize`Building`, icon: 'building' },
+  { id: 'calculator', name: $localize`Calculator`, icon: 'calculator' },
+  { id: 'calendar', name: $localize`Calendar`, icon: 'calendar' },
+  { id: 'camera', name: $localize`Camera`, icon: 'camera' },
+  {
+    id: 'card-checklist',
+    name: $localize`Checklist`,
+    icon: 'card-checklist',
+  },
+  { id: 'cash', name: $localize`Cash`, icon: 'cash' },
+  { id: 'chat-left-text', name: $localize`Chat`, icon: 'chat-left-text' },
+  { id: 'check-circle', name: $localize`Check`, icon: 'check-circle' },
+  { id: 'clipboard', name: $localize`Clipboard`, icon: 'clipboard' },
+  { id: 'clock-history', name: $localize`Clock`, icon: 'clock-history' },
+  { id: 'credit-card', name: $localize`Credit card`, icon: 'credit-card' },
+  { id: 'download', name: $localize`Download`, icon: 'download' },
+  { id: 'envelope', name: $localize`Envelope`, icon: 'envelope' },
+  {
+    id: 'exclamation-triangle',
+    name: $localize`Warning`,
+    icon: 'exclamation-triangle',
+  },
+  { id: 'file-earmark', name: $localize`File`, icon: 'file-earmark' },
+  {
+    id: 'file-earmark-check',
+    name: $localize`Checked file`,
+    icon: 'file-earmark-check',
+  },
+  {
+    id: 'file-earmark-lock',
+    name: $localize`Locked file`,
+    icon: 'file-earmark-lock',
+  },
+  {
+    id: 'file-earmark-medical',
+    name: $localize`Medical file`,
+    icon: 'file-earmark-medical',
+  },
+  {
+    id: 'file-earmark-person',
+    name: $localize`Person file`,
+    icon: 'file-earmark-person',
+  },
+  {
+    id: 'file-earmark-spreadsheet',
+    name: $localize`Spreadsheet`,
+    icon: 'file-earmark-spreadsheet',
+  },
+  { id: 'file-text', name: $localize`Text file`, icon: 'file-text' },
+  { id: 'files', name: $localize`Files`, icon: 'files' },
+  { id: 'folder', name: $localize`Folder`, icon: 'folder' },
+  { id: 'funnel', name: $localize`Filter`, icon: 'funnel' },
+  { id: 'gear', name: $localize`Gear`, icon: 'gear' },
+  { id: 'globe2', name: $localize`Globe`, icon: 'globe2' },
+  { id: 'hash', name: $localize`Hash`, icon: 'hash' },
+  { id: 'heart', name: $localize`Heart`, icon: 'heart' },
+  { id: 'house', name: $localize`House`, icon: 'house' },
+  { id: 'inbox', name: $localize`Inbox`, icon: 'inbox' },
+  { id: 'journals', name: $localize`Journals`, icon: 'journals' },
+  { id: 'list-task', name: $localize`Task list`, icon: 'list-task' },
+  { id: 'newspaper', name: $localize`Newspaper`, icon: 'newspaper' },
+  { id: 'paperclip', name: $localize`Attachment`, icon: 'paperclip' },
+  { id: 'people', name: $localize`People`, icon: 'people' },
+  { id: 'person', name: $localize`Person`, icon: 'person' },
+  { id: 'printer', name: $localize`Printer`, icon: 'printer' },
+  { id: 'receipt', name: $localize`Receipt`, icon: 'receipt' },
+  { id: 'safe', name: $localize`Safe`, icon: 'safe' },
+  { id: 'search', name: $localize`Search`, icon: 'search' },
+  { id: 'send', name: $localize`Send`, icon: 'send' },
+  { id: 'shop', name: $localize`Shop`, icon: 'shop' },
+  { id: 'stack', name: $localize`Stack`, icon: 'stack' },
+  { id: 'stars', name: $localize`Stars`, icon: 'stars' },
+  { id: 'tag', name: $localize`Tag`, icon: 'tag' },
+  { id: 'tags', name: $localize`Tags`, icon: 'tags' },
+  { id: 'telephone', name: $localize`Telephone`, icon: 'telephone' },
+  { id: 'truck', name: $localize`Truck`, icon: 'truck' },
+  { id: 'upc-scan', name: $localize`Barcode`, icon: 'upc-scan' },
+  { id: 'wallet2', name: $localize`Wallet`, icon: 'wallet2' },
+]

src-ui/src/app/data/saved-view.ts

@@ -5,6 +5,8 @@ import { ObjectWithPermissions } from './object-with-permissions'
 export interface SavedView extends ObjectWithPermissions {
   name?: string
 
+  icon?: string
+
   show_on_dashboard?: boolean
 
   show_in_sidebar?: boolean

src-ui/src/app/data/ui-settings.ts

@@ -1,5 +1,6 @@
 import { PdfEditorEditMode } from '../components/common/pdf-editor/pdf-editor-edit-mode'
 import { PdfZoomScale } from '../components/common/pdf-viewer/pdf-viewer.types'
+import { RemoteOCRModeConfig } from './paperless-config'
 import { User } from './user'
 
 export interface UiSettings {
@@ -94,6 +95,8 @@ export const SETTINGS_KEYS = {
   OUTLOOK_OAUTH_URL: 'outlook_oauth_url',
   EMAIL_ENABLED: 'email_enabled',
   AI_ENABLED: 'ai_enabled',
+  REMOTE_OCR_CONFIGURED: 'remote_ocr:configured',
+  REMOTE_OCR_MODE: 'remote_ocr:mode',
 }
 
 export const SETTINGS: UiSetting[] = [
@@ -347,4 +350,14 @@ export const SETTINGS: UiSetting[] = [
     type: 'string',
     default: PdfEditorEditMode.Create,
   },
+  {
+    key: SETTINGS_KEYS.REMOTE_OCR_CONFIGURED,
+    type: 'boolean',
+    default: false,
+  },
+  {
+    key: SETTINGS_KEYS.REMOTE_OCR_MODE,
+    type: 'string',
+    default: RemoteOCRModeConfig.ALWAYS,
+  },
 ]

src-ui/src/app/services/permissions.service.spec.ts

@@ -120,6 +120,12 @@ describe('PermissionsService', () => {
       actionKey: 'View', // PermissionAction.View
       typeKey: 'SystemMonitoring', // PermissionType.SystemMonitoring
     })
+    expect(permissionsService.getPermissionKeys('add_sharelinkbundle')).toEqual(
+      {
+        actionKey: 'Add', // PermissionAction.Add
+        typeKey: 'ShareLinkBundle', // PermissionType.ShareLinkBundle
+      }
+    )
   })
 
   it('correctly checks explicit global permissions', () => {
@@ -269,6 +275,10 @@ describe('PermissionsService', () => {
         'view_sharelink',
         'change_sharelink',
         'delete_sharelink',
+        'add_sharelinkbundle',
+        'view_sharelinkbundle',
+        'change_sharelinkbundle',
+        'delete_sharelinkbundle',
         'add_workflow',
         'view_workflow',
         'change_workflow',

src-ui/src/app/services/permissions.service.ts

@@ -26,6 +26,7 @@ export enum PermissionType {
   User = '%s_user',
   Group = '%s_group',
   ShareLink = '%s_sharelink',
+  ShareLinkBundle = '%s_sharelinkbundle',
   CustomField = '%s_customfield',
   Workflow = '%s_workflow',
   ProcessedMail = '%s_processedmail',

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

@@ -284,6 +284,21 @@ describe(`DocumentService`, () => {
     expect(req.request.method).toEqual('POST')
     expect(req.request.body).toEqual({
       documents: ids,
+      remote_ocr: false,
+    })
+  })
+
+  it('should request remote OCR when reprocessing with it enabled', () => {
+    const ids = [1, 2, 3]
+    subscription = service
+      .reprocessDocuments({ documents: ids }, true)
+      .subscribe()
+    const req = httpTestingController.expectOne(
+      `${environment.apiBaseUrl}${endpoint}/reprocess/`
+    )
+    expect(req.request.body).toEqual({
+      documents: ids,
+      remote_ocr: true,
     })
   })
 

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

@@ -349,9 +349,13 @@ export class DocumentService extends AbstractPaperlessService<Document> {
     })
   }
 
-  reprocessDocuments(selection: DocumentSelectionQuery) {
+  reprocessDocuments(
+    selection: DocumentSelectionQuery,
+    remoteOcr: boolean = false
+  ) {
     return this.http.post(this.getResourceUrl(null, 'reprocess'), {
       ...selection,
+      remote_ocr: remoteOcr,
     })
   }
 

src-ui/src/app/services/settings.service.spec.ts

@@ -13,6 +13,7 @@ import { environment } from 'src/environments/environment'
 import { CustomFieldDataType } from '../data/custom-field'
 import { DEFAULT_DISPLAY_FIELDS, DisplayField } from '../data/document'
 import { SavedView } from '../data/saved-view'
+import { RemoteOCRModeConfig } from '../data/paperless-config'
 import { SETTINGS_KEYS, UiSettings } from '../data/ui-settings'
 import { PermissionsService } from './permissions.service'
 import { CustomFieldsService } from './rest/custom-fields.service'
@@ -434,4 +435,26 @@ describe('SettingsService', () => {
         ).name
     ).toEqual(customFields[0].name)
   })
+  it('should offer remote OCR only when configured and selective', () => {
+    settingsService.set(SETTINGS_KEYS.REMOTE_OCR_CONFIGURED, false)
+    settingsService.set(
+      SETTINGS_KEYS.REMOTE_OCR_MODE,
+      RemoteOCRModeConfig.WORKFLOW_ONLY
+    )
+    expect(settingsService.remoteOCRIsSelectable).toBeFalsy()
+
+    // configured, but already handling every document
+    settingsService.set(SETTINGS_KEYS.REMOTE_OCR_CONFIGURED, true)
+    settingsService.set(
+      SETTINGS_KEYS.REMOTE_OCR_MODE,
+      RemoteOCRModeConfig.ALWAYS
+    )
+    expect(settingsService.remoteOCRIsSelectable).toBeFalsy()
+
+    settingsService.set(
+      SETTINGS_KEYS.REMOTE_OCR_MODE,
+      RemoteOCRModeConfig.WORKFLOW_ONLY
+    )
+    expect(settingsService.remoteOCRIsSelectable).toBeTruthy()
+  })
 })

src-ui/src/app/services/settings.service.ts

@@ -19,6 +19,7 @@ import {
 } from 'src/app/utils/color'
 import { DEFAULT_APP_TITLE, environment } from 'src/environments/environment'
 import { DEFAULT_DISPLAY_FIELDS, DisplayField } from '../data/document'
+import { RemoteOCRModeConfig } from '../data/paperless-config'
 import { SavedView } from '../data/saved-view'
 import {
   PAPERLESS_GREEN_HEX,
@@ -687,6 +688,17 @@ export class SettingsService {
     return this.settingIsSet(SETTINGS_KEYS.UPDATE_CHECKING_ENABLED)
   }
 
+  /**
+   * Offering remote OCR as a  choice only makes sense when an engine
+   * is configured but is not already handling every document.
+   */
+  get remoteOCRIsSelectable(): boolean {
+    return (
+      this.get(SETTINGS_KEYS.REMOTE_OCR_CONFIGURED) &&
+      this.get(SETTINGS_KEYS.REMOTE_OCR_MODE) !== RemoteOCRModeConfig.ALWAYS
+    )
+  }
+
   offerTour(): boolean {
     return this.dashboardIsEmpty() && !this.get(SETTINGS_KEYS.TOUR_COMPLETE)
   }

src-ui/src/app/utils/ngb-date-parser-formatter.spec.ts

@@ -57,6 +57,19 @@ describe('LocalizedDateParserFormatter', () => {
     expect(val).toEqual({ day: 4, month: 5, year: 2023 })
   })
 
+  it('should parse yyyy-mm-dd input with unpadded month or day by locale', () => {
+    let val = dateParserFormatter.parse('2023-5-4')
+    expect(val).toEqual({ day: 4, month: 5, year: 2023 })
+
+    settingsService.setLanguage('de-de') // dd.mm.yyyy
+    val = dateParserFormatter.parse('2023-5-4')
+    expect(val).toEqual({ day: 4, month: 5, year: 2023 })
+
+    settingsService.setLanguage('tr-tr') // yyyy-mm-dd
+    val = dateParserFormatter.parse('2023-5-4')
+    expect(val).toEqual({ day: 4, month: 5, year: 2023 })
+  })
+
   it('should parse date struct to string by locale', () => {
     const dateStruct = {
       day: 4,

src-ui/src/app/utils/ngb-date-parser-formatter.ts

@@ -52,15 +52,11 @@ export class LocalizedDateParserFormatter extends NgbDateParserFormatter {
       let segments = value.split(this.separatorRegExp)
 
       // always accept strict yyyy*mm*dd format even if that's not the input format since we can be certain its not yyyy*dd*mm
-      if (
-        value.length == 10 &&
-        segments.length == 3 &&
-        segments[0].length == 4
-      ) {
+      if (segments.length == 3 && segments[0].length == 4) {
         return inputFormat
           .replace('yyyy', segments[0])
-          .replace('mm', segments[1])
-          .replace('dd', segments[2])
+          .replace('mm', segments[1].padStart(2, '0'))
+          .replace('dd', segments[2].padStart(2, '0'))
       } else {
         // otherwise pad & re-join without separator
         value = segments.map((segment) => segment.padStart(2, '0')).join('')

src-ui/src/main.ts

@@ -35,19 +35,27 @@ import {
   arrowRightShort,
   arrowUpRight,
   asterisk,
+  bank,
+  basket,
   bell,
   bodyText,
+  bookmark,
   boxArrowUp,
   boxArrowUpRight,
   boxes,
   braces,
+  briefcase,
+  building,
+  calculator,
   calendar,
   calendarEvent,
   calendarEventFill,
+  camera,
   cardChecklist,
   cardHeading,
   caretDown,
   caretUp,
+  cash,
   chatLeftText,
   chatSquareDots,
   check,
@@ -65,6 +73,7 @@ import {
   clipboardCheckFill,
   clipboardFill,
   clockHistory,
+  creditCard,
   dash,
   dashCircle,
   diagram3,
@@ -83,9 +92,12 @@ import {
   fileEarmarkDiff,
   fileEarmarkFill,
   fileEarmarkLock,
+  fileEarmarkMedical,
   fileEarmarkMinus,
+  fileEarmarkPerson,
   fileEarmarkPlus,
   fileEarmarkRichtext,
+  fileEarmarkSpreadsheet,
   fileText,
   files,
   filter,
@@ -93,12 +105,15 @@ import {
   folderFill,
   funnel,
   gear,
+  globe2,
   google,
   grid,
   gripVertical,
   hash,
   hddStack,
+  heart,
   house,
+  inbox,
   infoCircle,
   journals,
   link,
@@ -106,7 +121,9 @@ import {
   listTask,
   listUl,
   microsoft,
+  newspaper,
   nodePlus,
+  paperclip,
   pencil,
   people,
   peopleFill,
@@ -121,9 +138,12 @@ import {
   plusCircle,
   printer,
   questionCircle,
+  receipt,
+  safe,
   scissors,
   search,
   send,
+  shop,
   slashCircle,
   sliders2Vertical,
   sortAlphaDown,
@@ -133,14 +153,17 @@ import {
   tag,
   tagFill,
   tags,
+  telephone,
   textIndentLeft,
   textLeft,
   threeDots,
   threeDotsVertical,
   trash,
+  truck,
   uiRadios,
   unlock,
   upcScan,
+  wallet2,
   windowStack,
   x,
   xCircle,
@@ -258,15 +281,22 @@ const icons = {
   arrowRightShort,
   arrowUpRight,
   asterisk,
+  bank,
+  basket,
   bell,
   braces,
   bodyText,
+  bookmark,
   boxArrowUp,
   boxArrowUpRight,
   boxes,
+  briefcase,
+  building,
+  calculator,
   calendar,
   calendarEvent,
   calendarEventFill,
+  camera,
   cardChecklist,
   cardHeading,
   caretDown,
@@ -288,6 +318,8 @@ const icons = {
   clipboardCheckFill,
   clipboardFill,
   clockHistory,
+  cash,
+  creditCard,
   dash,
   dashCircle,
   diagram3,
@@ -306,9 +338,12 @@ const icons = {
   fileEarmarkDiff,
   fileEarmarkFill,
   fileEarmarkLock,
+  fileEarmarkMedical,
   fileEarmarkMinus,
+  fileEarmarkPerson,
   fileEarmarkPlus,
   fileEarmarkRichtext,
+  fileEarmarkSpreadsheet,
   files,
   fileText,
   filter,
@@ -316,12 +351,15 @@ const icons = {
   folderFill,
   funnel,
   gear,
+  globe2,
   google,
   grid,
   gripVertical,
   hash,
   hddStack,
+  heart,
   house,
+  inbox,
   infoCircle,
   journals,
   link,
@@ -329,8 +367,10 @@ const icons = {
   listTask,
   listUl,
   microsoft,
+  newspaper,
   nodePlus,
   pencil,
+  paperclip,
   people,
   peopleFill,
   person,
@@ -344,10 +384,13 @@ const icons = {
   plusCircle,
   printer,
   questionCircle,
+  receipt,
+  safe,
   scissors,
   search,
   send,
   slashCircle,
+  shop,
   sliders2Vertical,
   sortAlphaDown,
   sortAlphaUpAlt,
@@ -358,12 +401,15 @@ const icons = {
   tags,
   textIndentLeft,
   textLeft,
+  telephone,
   threeDots,
   threeDotsVertical,
   trash,
+  truck,
   uiRadios,
   unlock,
   upcScan,
+  wallet2,
   windowStack,
   x,
   xCircle,

src-ui/src/test/mocks/pdfjs-legacy-build-pdf.ts

@@ -19,6 +19,13 @@ export const GlobalWorkerOptions = {
   workerSrc: '',
 }
 
+export const AnnotationMode = {
+  DISABLE: 0,
+  ENABLE: 1,
+  ENABLE_FORMS: 2,
+  ENABLE_STORAGE: 3,
+}
+
 export const getDocument = (_src: unknown): PDFDocumentLoadingTask => {
   return new PDFDocumentLoadingTask(Promise.resolve(new PDFDocumentProxy()))
 }

src/documents/bulk_edit.py

@@ -394,10 +394,16 @@ def delete(doc_ids: list[int]) -> Literal["OK"]:
     return "OK"
 
 
-def reprocess(doc_ids: list[int]) -> Literal["OK"]:
+def reprocess(doc_ids: list[int], *, remote_ocr: bool = False) -> Literal["OK"]:
+    """
+    Re-run parsing for the given documents.
+
+    Consumption workflows do not run here, so ``remote_ocr`` is how the user
+    asks for the remote engine when it is not configured to handle everything.
+    """
     for document_id in doc_ids:
         update_document_content_maybe_archive_file.apply_async(
-            kwargs={"document_id": document_id},
+            kwargs={"document_id": document_id, "remote_ocr": remote_ocr},
             headers={"trigger_source": PaperlessTask.TriggerSource.MANUAL},
         )
 

src/documents/consumer.py

@@ -53,6 +53,7 @@ from documents.utils import copy_basic_file_stats
 from documents.utils import copy_file_with_basic_stats
 from documents.utils import run_subprocess
 from paperless.config import OcrConfig
+from paperless.config import RemoteOCRConfig
 from paperless.models import ArchiveFileGenerationChoices
 from paperless.parsers import ParserContext
 from paperless.parsers import ParserProtocol
@@ -451,12 +452,19 @@ class ConsumerPlugin(
                 except Exception as e:
                     self.log.error(f"Error attempting to clean PDF: {e}")
 
+            # Workflows have already run at this point, so the metadata knows
+            # whether this document was singled out for remote OCR
+            allow_remote = (
+                self.metadata.remote_ocr or RemoteOCRConfig().remote_ocr_by_default
+            )
+
             # Based on the mime type, get the parser for that type
             parser_class: type[ParserProtocol] | None = (
                 get_parser_registry().get_parser_for_file(
                     mime_type,
                     self.filename,
                     self.working_copy,
+                    allow_remote=allow_remote,
                 )
             )
             if not parser_class:

src/documents/data_models.py

@@ -34,6 +34,7 @@ class DocumentMetadataOverrides:
     skip_asn_if_exists: bool = False
     version_label: str | None = None
     actor_id: int | None = None
+    remote_ocr: bool = False
 
     def update(self, other: "DocumentMetadataOverrides") -> "DocumentMetadataOverrides":
         """
@@ -57,6 +58,8 @@ class DocumentMetadataOverrides:
             self.actor_id = other.actor_id
         if other.skip_asn_if_exists:
             self.skip_asn_if_exists = True
+        if other.remote_ocr:
+            self.remote_ocr = True
         if other.version_label is not None:
             self.version_label = other.version_label
 

src/documents/export/sinks.py

@@ -0,0 +1,346 @@
+from __future__ import annotations
+
+import abc
+import hashlib
+import json
+import os
+import shutil
+import tempfile
+import zipfile
+from contextlib import AbstractContextManager
+from contextlib import contextmanager
+from pathlib import Path
+from pathlib import PurePosixPath
+from typing import TYPE_CHECKING
+
+from django.conf import settings
+from django.core.serializers.json import DjangoJSONEncoder
+
+from documents.file_handling import delete_empty_directories
+from documents.utils import compute_checksum
+from documents.utils import copy_file_with_basic_stats
+
+if TYPE_CHECKING:
+    from collections.abc import Iterator
+    from typing import TextIO
+
+
+def _dumps(content: list | dict) -> str:
+    """Serialize export JSON consistently across all sinks."""
+    return json.dumps(content, cls=DjangoJSONEncoder, indent=2, ensure_ascii=False)
+
+
+class StreamingManifestWriter:
+    """Incrementally writes a JSON array to a text handle, one record at a time.
+
+    Knows nothing about folders or zips: it writes the array framing and records
+    to whatever handle the sink's ``stream()`` yields. The sink owns the handle's
+    lifecycle (atomic rename, compare, spooling).
+    """
+
+    def __init__(self, handle: TextIO) -> None:
+        self._file = handle
+        self._first = True
+        self._file.write("[")
+
+    def write_record(self, record: dict) -> None:
+        if not self._first:
+            self._file.write(",\n")
+        else:
+            self._first = False
+        self._file.write(_dumps(record))
+
+    def write_batch(self, records: list[dict]) -> None:
+        for record in records:
+            self.write_record(record)
+
+    def close(self) -> None:
+        """Write the closing bracket. Does NOT close the handle (the sink owns it)."""
+        self._file.write("\n]")
+
+
+class ExportSink(AbstractContextManager, abc.ABC):
+    """Destination for a document export.
+
+    The command declares export contents via three verbs; the sink decides how to
+    persist each. ``arcname`` is always a relative POSIX path
+    (e.g. ``"manifest.json"``, ``"originals/foo.pdf"``).
+
+    Contract:
+      * At most one ``stream()`` open at a time (it is the manifest);
+        ``add_file``/``add_json`` may be called while it is open.
+      * Context-manager: normal exit finalizes, an exception aborts. No partial or
+        failed run leaves a complete-looking artifact.
+    """
+
+    @abc.abstractmethod
+    def add_file(
+        self,
+        source: Path,
+        arcname: str,
+        *,
+        checksum: str | None = None,
+    ) -> None: ...
+
+    @abc.abstractmethod
+    def add_json(self, content: list | dict, arcname: str) -> None: ...
+
+    @abc.abstractmethod
+    def stream(self, arcname: str) -> AbstractContextManager[TextIO]: ...
+
+    def _open(self) -> None:
+        """Hook called on context entry. Override as needed."""
+
+    @abc.abstractmethod
+    def _finalize(self) -> None:
+        """Commit on clean exit."""
+
+    @abc.abstractmethod
+    def _abort(self) -> None:
+        """Roll back on exception."""
+
+    def __enter__(self) -> ExportSink:
+        self._open()
+        return self
+
+    def __exit__(self, exc_type, exc_val, exc_tb) -> None:
+        if exc_type is not None:
+            self._abort()
+        else:
+            self._finalize()
+
+
+class DirectoryExportSink(ExportSink):
+    """Writes loose files into a target directory, with incremental sync.
+
+    Owns the snapshot/skip/compare/prune machinery that used to live in the
+    command (``files_in_export_dir``, ``check_and_copy``, ``check_and_write_json``,
+    and the ``--delete`` pass).
+    """
+
+    def __init__(
+        self,
+        target: Path,
+        *,
+        compare_checksums: bool,
+        compare_json: bool,
+        delete: bool,
+    ) -> None:
+        self._target = target.resolve()
+        self._compare_checksums = compare_checksums
+        self._compare_json = compare_json
+        self._delete = delete
+        self._snapshot: set[Path] = set()
+        self._stream_open = False
+
+    def _open(self) -> None:
+        for x in self._target.glob("**/*"):
+            if x.is_file():
+                self._snapshot.add(x.resolve())
+
+    def add_file(
+        self,
+        source: Path,
+        arcname: str,
+        *,
+        checksum: str | None = None,
+    ) -> None:
+        target = (self._target / arcname).resolve()
+        self._snapshot.discard(target)
+        perform_copy = False
+        if target.exists():
+            source_stat = source.stat()
+            target_stat = target.stat()
+            if self._compare_checksums and checksum:
+                perform_copy = compute_checksum(target) != checksum
+            elif (
+                source_stat.st_mtime != target_stat.st_mtime
+                or source_stat.st_size != target_stat.st_size
+            ):
+                perform_copy = True
+        else:
+            perform_copy = True
+        if perform_copy:
+            target.parent.mkdir(parents=True, exist_ok=True)
+            copy_file_with_basic_stats(source, target)
+
+    @staticmethod
+    def _content_unchanged(target: Path, new_bytes: bytes) -> bool:
+        """True if ``target`` already holds byte-identical content (BLAKE2b)."""
+        return (
+            hashlib.blake2b(target.read_bytes()).hexdigest()
+            == hashlib.blake2b(new_bytes).hexdigest()
+        )
+
+    def add_json(self, content: list | dict, arcname: str) -> None:
+        target = (self._target / arcname).resolve()
+        json_str = _dumps(content)
+        perform_write = True
+        if target in self._snapshot:
+            self._snapshot.discard(target)
+            if self._compare_json and self._content_unchanged(
+                target,
+                json_str.encode("utf-8"),
+            ):
+                perform_write = False
+        if perform_write:
+            target.parent.mkdir(parents=True, exist_ok=True)
+            target.write_text(json_str, encoding="utf-8")
+
+    @contextmanager
+    def stream(self, arcname: str) -> Iterator[TextIO]:
+        if self._stream_open:
+            raise RuntimeError("A stream is already open on this sink")
+        target = (self._target / arcname).resolve()
+        tmp = target.with_suffix(target.suffix + ".tmp")
+        target.parent.mkdir(parents=True, exist_ok=True)
+        handle = tmp.open("w", encoding="utf-8")
+        self._stream_open = True
+        try:
+            yield handle
+        except BaseException:
+            handle.close()
+            tmp.unlink(missing_ok=True)
+            raise
+        else:
+            handle.close()
+            self._commit_streamed_file(target, tmp)
+        finally:
+            self._stream_open = False
+
+    def _commit_streamed_file(self, target: Path, tmp: Path) -> None:
+        if target in self._snapshot:
+            self._snapshot.discard(target)
+            if self._compare_json and self._content_unchanged(
+                target,
+                tmp.read_bytes(),
+            ):
+                tmp.unlink()
+                return
+        tmp.rename(target)
+
+    def _finalize(self) -> None:
+        if self._delete:
+            for f in self._snapshot:
+                if not f.is_relative_to(self._target):  # pragma: no cover
+                    # Defense in depth: a symlink inside the export dir can
+                    # resolve outside of it; never delete outside the target.
+                    continue
+                f.unlink()
+                delete_empty_directories(f.parent, self._target)
+
+    def _abort(self) -> None:
+        # Folder mode is in-place/incremental: streamed .tmp files are already
+        # cleaned in stream(); leave everything else intact and skip the prune.
+        return None
+
+
+class ZipExportSink(ExportSink):
+    """Writes a single zip archive, produced atomically only on success.
+
+    Builds into ``<target>/<zip_name>.zip.tmp`` and renames to ``.zip`` on clean
+    finalize. The manifest stream is spooled to a temp file in SCRATCH_DIR and
+    added as an entry at finalize (a zip entry cannot be interleaved with others).
+    """
+
+    def __init__(self, target: Path, zip_name: str, *, delete: bool = False) -> None:
+        self._target = target.resolve()
+        self._zip_path = (self._target / zip_name).with_suffix(".zip")
+        self._tmp_path = self._zip_path.with_name(self._zip_path.name + ".tmp")
+        self._delete = delete
+        self._zip: zipfile.ZipFile | None = None
+        self._dirs: set[str] = set()
+        self._pending_manifest: tuple[Path, str] | None = None
+        self._stream_open = False
+
+    def _open(self) -> None:
+        settings.SCRATCH_DIR.mkdir(parents=True, exist_ok=True)
+        self._zip = zipfile.ZipFile(
+            self._tmp_path,
+            "w",
+            compression=zipfile.ZIP_DEFLATED,
+            allowZip64=True,
+        )
+
+    def _ensure_dirs(self, arcname: str) -> None:
+        assert self._zip is not None
+        dir_arc = ""
+        for part in PurePosixPath(arcname).parts[:-1]:
+            dir_arc += f"{part}/"
+            if dir_arc not in self._dirs:
+                self._dirs.add(dir_arc)
+                self._zip.mkdir(dir_arc)
+
+    def add_file(
+        self,
+        source: Path,
+        arcname: str,
+        *,
+        checksum: str | None = None,
+    ) -> None:
+        assert self._zip is not None
+        self._ensure_dirs(arcname)
+        self._zip.write(source, arcname=arcname)
+
+    def add_json(self, content: list | dict, arcname: str) -> None:
+        assert self._zip is not None
+        self._ensure_dirs(arcname)
+        self._zip.writestr(arcname, _dumps(content))
+
+    @contextmanager
+    def stream(self, arcname: str) -> Iterator[TextIO]:
+        if self._stream_open:
+            raise RuntimeError("A stream is already open on this sink")
+        settings.SCRATCH_DIR.mkdir(parents=True, exist_ok=True)
+        fd, tmp_name = tempfile.mkstemp(
+            dir=settings.SCRATCH_DIR,
+            prefix="export-manifest-",
+            suffix=".json",
+        )
+        tmp = Path(tmp_name)
+        handle = os.fdopen(fd, "w", encoding="utf-8")
+        self._stream_open = True
+        try:
+            yield handle
+        except BaseException:
+            handle.close()
+            tmp.unlink(missing_ok=True)
+            raise
+        else:
+            handle.close()
+            self._pending_manifest = (tmp, arcname)
+        finally:
+            self._stream_open = False
+
+    def _finalize(self) -> None:
+        assert self._zip is not None
+        if self._pending_manifest is not None:
+            tmp, arcname = self._pending_manifest
+            self._ensure_dirs(arcname)
+            self._zip.write(tmp, arcname=arcname)
+            tmp.unlink(missing_ok=True)
+            self._pending_manifest = None
+        self._zip.close()
+        self._zip = None
+        if self._delete:
+            self._wipe_destination()
+        self._tmp_path.replace(self._zip_path)
+
+    def _wipe_destination(self) -> None:
+        skip = {self._zip_path.resolve(), self._tmp_path.resolve()}
+        for item in self._target.glob("*"):
+            if item.resolve() in skip:
+                continue
+            if item.is_dir():
+                shutil.rmtree(item)
+            else:
+                item.unlink()
+
+    def _abort(self) -> None:
+        if self._zip is not None:
+            self._zip.close()
+            self._zip = None
+        self._tmp_path.unlink(missing_ok=True)
+        if self._pending_manifest is not None:
+            self._pending_manifest[0].unlink(missing_ok=True)
+            self._pending_manifest = None

src/documents/filters.py

@@ -39,7 +39,6 @@ from guardian.utils import get_user_obj_perms_model
 from rest_framework import serializers
 from rest_framework.filters import BaseFilterBackend
 from rest_framework.filters import OrderingFilter
-from rest_framework_guardian.filters import ObjectPermissionsFilter
 
 from documents.models import Correspondent
 from documents.models import CustomField
@@ -51,7 +50,7 @@ from documents.models import ShareLink
 from documents.models import ShareLinkBundle
 from documents.models import StoragePath
 from documents.models import Tag
-from documents.permissions import permitted_document_ids
+from documents.permissions import permitted_object_ids
 
 if TYPE_CHECKING:
     from collections.abc import Callable
@@ -725,9 +724,13 @@ class CustomFieldQueryParser:
             )
 
         # First we look up reverse links from the requested documents.
+        # Scoped to this specific field (not just any document link field) and
+        # excluding unset instances, which have a null value_document_ids and
+        # are equivalent to having no reverse link at all.
         links = CustomFieldInstance.objects.filter(
             document_id__in=value,
-            field__data_type=CustomField.FieldDataType.DOCUMENTLINK,
+            field=custom_field,
+            value_document_ids__isnull=False,
         )
 
         # Check if any of the requested IDs are missing.
@@ -1024,59 +1027,41 @@ class PaperlessTaskFilterSet(FilterSet):
         return queryset.exclude(status__in=PaperlessTask.COMPLETE_STATUSES)
 
 
-class ObjectOwnedOrGrantedPermissionsFilter(ObjectPermissionsFilter):
+class PermittedObjectsFilter(BaseFilterBackend):
     """
-    A filter backend that limits results to those where the requesting user
-    has read object level permissions, owns the objects, or objects without
-    an owner (for backwards compat)
+    Filters a queryset down to objects the requesting user owns, are
+    unowned, or (when ``include_granted`` is True) has an explicit
+    user/group guardian permission on. Backed by ``permitted_object_ids``
+    -- a single ``id__in`` subquery, not a join -- so it can't produce
+    duplicate rows even when the base queryset already carries independent
+    joins (e.g. multi-value ``tags__id__all`` filtering), and stays
+    index-friendly at scale instead of falling back to guardian's
+    varchar-cast join.
+
+    Set ``include_granted = False`` on a subclass for endpoints that
+    intentionally only show owned/unowned objects regardless of explicit
+    shares (e.g. ``TrashView``).
     """
 
+    include_granted: bool = True
+    perm_codename: str | None = None
+
     def filter_queryset(self, request, queryset, view):
+        # Before the superuser and owner-only paths, neither of which consults
+        # permitted_object_ids. Scoped to authenticated users so anonymous
+        # access (AnonymousUser.is_active is False) keeps its existing
+        # unowned-only behaviour.
+        if request.user.is_authenticated and not request.user.is_active:
+            return queryset.none()
         if request.user.is_superuser:
             return queryset
-        objects_with_perms = super().filter_queryset(request, queryset, view)
-        objects_owned = queryset.filter(owner=request.user)
-        objects_unowned = queryset.filter(owner__isnull=True)
-        return objects_with_perms | objects_owned | objects_unowned
-
-
-class DocumentPermissionsFilter(BaseFilterBackend):
-    """
-    A filter backend limiting Document results to those the requesting user
-    owns, are unowned, or has explicit (user- or group-level) view
-    permission on.
-
-    Unlike ``ObjectOwnedOrGrantedPermissionsFilter``, this does not build an
-    ``objects_with_perms | objects_owned | objects_unowned`` union of
-    querysets derived from the same base queryset. When that base queryset
-    already carries independent joins on a multi-valued relation (e.g. two
-    separate joins from ``tags__id__all`` filtering on two tags), each
-    OR-ed branch can end up pairing those joins' aliases differently,
-    letting more than one row out of the join's cross product satisfy the
-    combined WHERE -- returning the same document more than once. Filtering
-    via a single ``id__in`` against ``permitted_document_ids`` (a plain
-    subquery, not a join) sidesteps that entirely and is also cheaper than
-    guardian's join-based permission check.
-    """
-
-    def filter_queryset(self, request, queryset, view):
-        if request.user.is_superuser:
-            return queryset
-        return queryset.filter(id__in=permitted_document_ids(request.user))
-
-
-class ObjectOwnedPermissionsFilter(ObjectPermissionsFilter):
-    """
-    A filter backend that limits results to those where the requesting user
-    owns the objects or objects without an owner (for backwards compat)
-    """
-
-    def filter_queryset(self, request, queryset, view):
-        if request.user.is_superuser:
-            return queryset
-        objects_owned = queryset.filter(owner=request.user)
-        objects_unowned = queryset.filter(owner__isnull=True)
-        return objects_owned | objects_unowned
+        if not self.include_granted:
+            return queryset.filter(Q(owner=request.user) | Q(owner__isnull=True))
+        model = queryset.model
+        perm = self.perm_codename or f"view_{model._meta.model_name}"
+        return queryset.filter(
+            id__in=permitted_object_ids(request.user, model, perm),
+        )
 
 
 class DocumentsOrderingFilter(OrderingFilter):

src/documents/management/commands/document_consumer.py

@@ -632,8 +632,20 @@ class Command(BaseCommand):
                     # Process each change
                     for change_type, path in changes:
                         path = Path(path).resolve()
+                        if change_type == Change.deleted:
+                            # Consumed (or otherwise removed); a later file
+                            # reusing this name must not be skipped as
+                            # already-queued.
+                            queued.discard(path)
                         if not path.is_file():
                             continue
+                        if path in queued:
+                            # Already queued and awaiting consumption; a stray
+                            # event (NAS metadata touch, AV scan, etc.) while
+                            # the file sits on disk mid-consumption must not
+                            # cause it to be queued a second time (GH #13511).
+                            logger.debug(f"Ignoring event for queued file: {path}")
+                            continue
                         logger.debug(f"Event: {change_type.name} for {path}")
                         tracker.track(path, change_type)
 

src/documents/management/commands/document_exporter.py

@@ -1,8 +1,4 @@
-import hashlib
-import json
 import os
-import shutil
-import tempfile
 from itertools import islice
 from pathlib import Path
 from typing import TYPE_CHECKING
@@ -19,7 +15,6 @@ from django.contrib.auth.models import User
 from django.contrib.contenttypes.models import ContentType
 from django.core import serializers
 from django.core.management.base import CommandError
-from django.core.serializers.json import DjangoJSONEncoder
 from django.db import transaction
 from django.utils import timezone
 from filelock import FileLock
@@ -34,7 +29,10 @@ if TYPE_CHECKING:
 if settings.AUDIT_LOG_ENABLED:
     from auditlog.models import LogEntry
 
-from documents.file_handling import delete_empty_directories
+from documents.export.sinks import DirectoryExportSink
+from documents.export.sinks import ExportSink
+from documents.export.sinks import StreamingManifestWriter
+from documents.export.sinks import ZipExportSink
 from documents.file_handling import generate_filename
 from documents.management.commands.base import PaperlessCommand
 from documents.management.commands.mixins import CryptMixin
@@ -60,8 +58,7 @@ from documents.settings import EXPORTER_ARCHIVE_NAME
 from documents.settings import EXPORTER_FILE_NAME
 from documents.settings import EXPORTER_SHARE_LINK_BUNDLE_NAME
 from documents.settings import EXPORTER_THUMBNAIL_NAME
-from documents.utils import compute_checksum
-from documents.utils import copy_file_with_basic_stats
+from documents.utils import QuerySetStream
 from paperless import version
 from paperless.models import ApplicationConfiguration
 from paperless_mail.models import MailAccount
@@ -84,87 +81,6 @@ def serialize_queryset_batched(
         yield serializers.serialize("python", chunk)
 
 
-class StreamingManifestWriter:
-    """Incrementally writes a JSON array to a file, one record at a time.
-
-    Writes to <target>.tmp first; on close(), optionally BLAKE2b-compares
-    with the existing file (--compare-json) and renames or discards accordingly.
-    On exception, discard() deletes the tmp file and leaves the original intact.
-    """
-
-    def __init__(
-        self,
-        path: Path,
-        *,
-        compare_json: bool = False,
-        files_in_export_dir: "set[Path] | None" = None,
-    ) -> None:
-        self._path = path.resolve()
-        self._tmp_path = self._path.with_suffix(self._path.suffix + ".tmp")
-        self._compare_json = compare_json
-        self._files_in_export_dir: set[Path] = (
-            files_in_export_dir if files_in_export_dir is not None else set()
-        )
-        self._file = None
-        self._first = True
-
-    def open(self) -> None:
-        self._path.parent.mkdir(parents=True, exist_ok=True)
-        self._file = self._tmp_path.open("w", encoding="utf-8")
-        self._file.write("[")
-        self._first = True
-
-    def write_record(self, record: dict) -> None:
-        if not self._first:
-            self._file.write(",\n")
-        else:
-            self._first = False
-        self._file.write(
-            json.dumps(record, cls=DjangoJSONEncoder, indent=2, ensure_ascii=False),
-        )
-
-    def write_batch(self, records: list[dict]) -> None:
-        for record in records:
-            self.write_record(record)
-
-    def close(self) -> None:
-        if self._file is None:
-            return
-        self._file.write("\n]")
-        self._file.close()
-        self._file = None
-        self._finalize()
-
-    def discard(self) -> None:
-        if self._file is not None:
-            self._file.close()
-            self._file = None
-        if self._tmp_path.exists():
-            self._tmp_path.unlink()
-
-    def _finalize(self) -> None:
-        """Compare with existing file (if --compare-json) then rename or discard tmp."""
-        if self._path in self._files_in_export_dir:
-            self._files_in_export_dir.remove(self._path)
-            if self._compare_json:
-                existing_hash = hashlib.blake2b(self._path.read_bytes()).hexdigest()
-                new_hash = hashlib.blake2b(self._tmp_path.read_bytes()).hexdigest()
-                if existing_hash == new_hash:
-                    self._tmp_path.unlink()
-                    return
-        self._tmp_path.rename(self._path)
-
-    def __enter__(self) -> "StreamingManifestWriter":
-        self.open()
-        return self
-
-    def __exit__(self, exc_type, exc_val, exc_tb) -> None:
-        if exc_type is not None:
-            self.discard()
-        else:
-            self.close()
-
-
 class Command(CryptMixin, PaperlessCommand):
     help = (
         "Decrypt and rename all files in our collection into a given target "
@@ -314,20 +230,13 @@ class Command(CryptMixin, PaperlessCommand):
         self.passphrase: str | None = options.get("passphrase")
         self.batch_size: int = options["batch_size"]
 
-        self.files_in_export_dir: set[Path] = set()
         self.exported_files: set[str] = set()
 
-        # If zipping, save the original target for later and
-        # get a temporary directory for the target instead
-        temp_dir = None
-        self.original_target = self.target
-        if self.zip_export:
-            settings.SCRATCH_DIR.mkdir(parents=True, exist_ok=True)
-            temp_dir = tempfile.TemporaryDirectory(
-                dir=settings.SCRATCH_DIR,
-                prefix="paperless-export",
+        if self.zip_export and (self.compare_checksums or self.compare_json):
+            raise CommandError(
+                "--compare-checksums and --compare-json have no effect when "
+                "used with --zip",
             )
-            self.target = Path(temp_dir.name).resolve()
 
         if not self.target.exists():
             raise CommandError("That path doesn't exist")
@@ -338,33 +247,28 @@ class Command(CryptMixin, PaperlessCommand):
         if not os.access(self.target, os.W_OK):
             raise CommandError("That path doesn't appear to be writable")
 
-        try:
-            # Prevent any ongoing changes in the documents
-            with FileLock(settings.MEDIA_LOCK):
-                self.dump()
+        sink: ExportSink
+        if self.zip_export:
+            sink = ZipExportSink(
+                self.target,
+                options["zip_name"],
+                delete=self.delete,
+            )
+        else:
+            sink = DirectoryExportSink(
+                self.target,
+                compare_checksums=self.compare_checksums,
+                compare_json=self.compare_json,
+                delete=self.delete,
+            )
 
-                # We've written everything to the temporary directory in this case,
-                # now make an archive in the original target, with all files stored
-                if self.zip_export and temp_dir is not None:
-                    shutil.make_archive(
-                        self.original_target / options["zip_name"],
-                        format="zip",
-                        root_dir=temp_dir.name,
-                    )
+        # Prevent any ongoing changes in the documents while exporting
+        with FileLock(settings.MEDIA_LOCK), sink:
+            self.dump(sink)
 
-        finally:
-            # Always cleanup the temporary directory, if one was created
-            if self.zip_export and temp_dir is not None:
-                temp_dir.cleanup()
-
-    def dump(self) -> None:
-        # 1. Take a snapshot of what files exist in the current export folder
-        for x in self.target.glob("**/*"):
-            if x.is_file():
-                self.files_in_export_dir.add(x.resolve())
-
-        # 2. Create manifest, containing all correspondents, types, tags, storage paths
-        # note, documents and ui_settings
+    def dump(self, sink: ExportSink) -> None:
+        # 1. Create manifest, containing all correspondents, types, tags, storage
+        #    paths, note, documents and ui_settings
         _excluded_usernames = ["consumer", "AnonymousUser"]
         manifest_key_to_object_query: dict[str, QuerySet[Any]] = {
             "correspondents": Correspondent.objects.all(),
@@ -427,13 +331,9 @@ class Command(CryptMixin, PaperlessCommand):
 
         document_manifest: list[dict] = []
         share_link_bundle_manifest: list[dict] = []
-        manifest_path = (self.target / "manifest.json").resolve()
 
-        with StreamingManifestWriter(
-            manifest_path,
-            compare_json=self.compare_json,
-            files_in_export_dir=self.files_in_export_dir,
-        ) as writer:
+        with sink.stream("manifest.json") as handle:
+            writer = StreamingManifestWriter(handle)
             with transaction.atomic():
                 for key, qs in manifest_key_to_object_query.items():
                     if key == "documents":
@@ -469,9 +369,6 @@ class Command(CryptMixin, PaperlessCommand):
                                 self._encrypt_record_inline(record)
                             writer.write_batch(batch)
 
-            document_map: dict[int, Document] = {
-                d.pk: d for d in Document.global_objects.order_by("id")
-            }
             share_link_bundle_map: dict[int, ShareLinkBundle] = {
                 b.pk: b
                 for b in ShareLinkBundle.objects.order_by("id").prefetch_related(
@@ -479,84 +376,72 @@ class Command(CryptMixin, PaperlessCommand):
                 )
             }
 
-            # 3. Export files from each document
-            for index, document_dict in enumerate(
-                self.track(
-                    document_manifest,
-                    description="Exporting documents...",
-                    total=len(document_manifest),
-                ),
+            # 2. Export files from each document
+            # document_manifest and this stream are both ordered by id from the
+            # same underlying rows, so zip them in lockstep instead of building
+            # a dict of every Document instance up front (QuerySetStream keeps
+            # only one batch of documents resident at a time).
+            documents_stream = QuerySetStream(
+                Document.global_objects.order_by("id"),
+                chunk_size=self.batch_size,
+            )
+            for document_dict, document in self.track(
+                zip(document_manifest, documents_stream, strict=True),
+                description="Exporting documents...",
+                total=len(document_manifest),
             ):
-                document = document_map[document_dict["pk"]]
+                # Both document_manifest and documents_stream come from the same
+                # Document.global_objects.order_by("id") query, taken while
+                # MEDIA_LOCK is held, so this should be unreachable -- it guards
+                # against silent data corruption if that invariant ever breaks.
+                if document.pk != document_dict["pk"]:  # pragma: no cover
+                    raise CommandError(
+                        "Document export ordering mismatch: expected "
+                        f"pk={document_dict['pk']}, got pk={document.pk}. "
+                        "Documents may have changed during export.",
+                    )
 
-                # 3.1. generate a unique filename
+                # generate a unique filename, then the arcnames for its files
                 base_name = self.generate_base_name(document)
-
-                # 3.2. write filenames into manifest
-                original_target, thumbnail_target, archive_target = (
+                original_arc, thumbnail_arc, archive_arc = (
                     self.generate_document_targets(document, base_name, document_dict)
                 )
 
-                # 3.3. write files to target folder
                 if not self.data_only:
                     self.copy_document_files(
                         document,
-                        original_target,
-                        thumbnail_target,
-                        archive_target,
+                        sink,
+                        original_arc,
+                        thumbnail_arc,
+                        archive_arc,
                     )
 
                 if self.split_manifest:
-                    self._write_split_manifest(document_dict, document, base_name)
+                    self._write_split_manifest(sink, document_dict, document, base_name)
                 else:
                     writer.write_record(document_dict)
 
             for bundle_dict in share_link_bundle_manifest:
                 bundle = share_link_bundle_map[bundle_dict["pk"]]
-
-                bundle_target = self.generate_share_link_bundle_target(
+                bundle_arc = self.generate_share_link_bundle_target(
                     bundle,
                     bundle_dict,
                 )
-
-                if not self.data_only and bundle_target is not None:
-                    self.copy_share_link_bundle_file(bundle, bundle_target)
-
+                if not self.data_only and bundle_arc is not None:
+                    self.copy_share_link_bundle_file(bundle, sink, bundle_arc)
                 writer.write_record(bundle_dict)
 
-        # 4.2 write version information to target folder
-        extra_metadata_path = (self.target / "metadata.json").resolve()
+            writer.close()
+
+        # 3. Write version (and crypto params) to metadata.json
+        # Django stores most crypto values in the field itself; we store
+        # them once here for the whole export
         metadata: dict[str, str | int | dict[str, str | int]] = {
             "version": version.__full_version_str__,
         }
-
-        # 4.2.1 If needed, write the crypto values into the metadata
-        # Django stores most of these in the field itself, we store them once here
         if self.passphrase:
             metadata.update(self.get_crypt_params())
-
-        self.check_and_write_json(
-            metadata,
-            extra_metadata_path,
-        )
-
-        if self.delete:
-            # 5. Remove files which we did not explicitly export in this run
-            if not self.zip_export:
-                for f in self.files_in_export_dir:
-                    f.unlink()
-
-                    delete_empty_directories(
-                        f.parent,
-                        self.target,
-                    )
-            else:
-                # 5. Remove anything in the original location (before moving the zip)
-                for item in self.original_target.glob("*"):
-                    if item.is_dir():
-                        shutil.rmtree(item)
-                    else:
-                        item.unlink()
+        sink.add_json(metadata, "metadata.json")
 
     def generate_base_name(self, document: Document) -> Path:
         """
@@ -584,73 +469,69 @@ class Command(CryptMixin, PaperlessCommand):
         document: Document,
         base_name: Path,
         document_dict: dict,
-    ) -> tuple[Path, Path | None, Path | None]:
+    ) -> tuple[str, str | None, str | None]:
         """
-        Generates the targets for a given document, including the original file, archive file and thumbnail (depending on settings).
+        Generates the relative POSIX arcnames for a document's original, thumbnail
+        and archive files (depending on settings), and records them in the manifest.
         """
         original_name = base_name
         if self.use_folder_prefix:
             original_name = Path("originals") / original_name
-        original_target = (self.target / original_name).resolve()
-        document_dict[EXPORTER_FILE_NAME] = str(original_name)
+        original_arc = original_name.as_posix()
+        document_dict[EXPORTER_FILE_NAME] = original_arc
 
         if not self.no_thumbnail:
             thumbnail_name = base_name.parent / (base_name.stem + "-thumbnail.webp")
             if self.use_folder_prefix:
                 thumbnail_name = Path("thumbnails") / thumbnail_name
-            thumbnail_target = (self.target / thumbnail_name).resolve()
-            document_dict[EXPORTER_THUMBNAIL_NAME] = str(thumbnail_name)
+            thumbnail_arc = thumbnail_name.as_posix()
+            document_dict[EXPORTER_THUMBNAIL_NAME] = thumbnail_arc
         else:
-            thumbnail_target = None
+            thumbnail_arc = None
 
         if not self.no_archive and document.has_archive_version:
             archive_name = base_name.parent / (base_name.stem + "-archive.pdf")
             if self.use_folder_prefix:
                 archive_name = Path("archive") / archive_name
-            archive_target = (self.target / archive_name).resolve()
-            document_dict[EXPORTER_ARCHIVE_NAME] = str(archive_name)
+            archive_arc = archive_name.as_posix()
+            document_dict[EXPORTER_ARCHIVE_NAME] = archive_arc
         else:
-            archive_target = None
+            archive_arc = None
 
-        return original_target, thumbnail_target, archive_target
+        return original_arc, thumbnail_arc, archive_arc
 
     def copy_document_files(
         self,
         document: Document,
-        original_target: Path,
-        thumbnail_target: Path | None,
-        archive_target: Path | None,
+        sink: ExportSink,
+        original_arc: str,
+        thumbnail_arc: str | None,
+        archive_arc: str | None,
     ) -> None:
         """
-        Copies files from the document storage location to the specified target location.
-
-        If the document is encrypted, the files are decrypted before copying them to the target location.
+        Hands the document's files to the sink (original, thumbnail, archive).
         """
-        self.check_and_copy(
-            document.source_path,
-            document.checksum,
-            original_target,
-        )
+        sink.add_file(document.source_path, original_arc, checksum=document.checksum)
 
-        if thumbnail_target:
-            self.check_and_copy(document.thumbnail_path, None, thumbnail_target)
+        if thumbnail_arc:
+            sink.add_file(document.thumbnail_path, thumbnail_arc)
 
-        if archive_target:
+        if archive_arc:
             if TYPE_CHECKING:
                 assert isinstance(document.archive_path, Path)
-            self.check_and_copy(
+            sink.add_file(
                 document.archive_path,
-                document.archive_checksum,
-                archive_target,
+                archive_arc,
+                checksum=document.archive_checksum,
             )
 
     def generate_share_link_bundle_target(
         self,
         bundle: ShareLinkBundle,
         bundle_dict: dict,
-    ) -> Path | None:
+    ) -> str | None:
         """
-        Generates the export target for a share link bundle file, when present.
+        Generates the relative POSIX arcname for a share link bundle file, if any.
         """
         if not bundle.file_path:
             return None
@@ -666,25 +547,22 @@ class Command(CryptMixin, PaperlessCommand):
         bundle_dict["fields"]["file_path"] = portable_bundle_path.as_posix()
         bundle_dict[EXPORTER_SHARE_LINK_BUNDLE_NAME] = export_bundle_path.as_posix()
 
-        return (self.target / export_bundle_path).resolve()
+        return export_bundle_path.as_posix()
 
     def copy_share_link_bundle_file(
         self,
         bundle: ShareLinkBundle,
-        bundle_target: Path,
+        sink: ExportSink,
+        bundle_arc: str,
     ) -> None:
         """
-        Copies a share link bundle ZIP into the export directory.
+        Hands a share link bundle ZIP to the sink.
         """
         bundle_source_path = bundle.absolute_file_path
         if bundle_source_path is None:
             raise FileNotFoundError(f"Share link bundle {bundle.pk} has no file path")
 
-        self.check_and_copy(
-            bundle_source_path,
-            None,
-            bundle_target,
-        )
+        sink.add_file(bundle_source_path, bundle_arc)
 
     def _encrypt_record_inline(self, record: dict) -> None:
         """Encrypt sensitive fields in a single record, if passphrase is set."""
@@ -700,6 +578,7 @@ class Command(CryptMixin, PaperlessCommand):
 
     def _write_split_manifest(
         self,
+        sink: ExportSink,
         document_dict: dict,
         document: Document,
         base_name: Path,
@@ -721,81 +600,4 @@ class Command(CryptMixin, PaperlessCommand):
         manifest_name = base_name.with_name(f"{base_name.stem}-manifest.json")
         if self.use_folder_prefix:
             manifest_name = Path("json") / manifest_name
-        manifest_name = (self.target / manifest_name).resolve()
-        manifest_name.parent.mkdir(parents=True, exist_ok=True)
-        self.check_and_write_json(content, manifest_name)
-
-    def check_and_write_json(
-        self,
-        content: list[dict] | dict,
-        target: Path,
-    ) -> None:
-        """
-        Writes the source content to the target json file.
-        If --compare-json arg was used, don't write to target file if
-        the file exists and checksum is identical to content checksum.
-        This preserves the file timestamps when no changes are made.
-        """
-
-        target = target.resolve()
-        perform_write = True
-        if target in self.files_in_export_dir:
-            self.files_in_export_dir.remove(target)
-            if self.compare_json:
-                target_checksum = hashlib.blake2b(target.read_bytes()).hexdigest()
-                src_str = json.dumps(
-                    content,
-                    cls=DjangoJSONEncoder,
-                    indent=2,
-                    ensure_ascii=False,
-                )
-                src_checksum = hashlib.blake2b(src_str.encode("utf-8")).hexdigest()
-                if src_checksum == target_checksum:
-                    perform_write = False
-
-        if perform_write:
-            target.write_text(
-                json.dumps(
-                    content,
-                    cls=DjangoJSONEncoder,
-                    indent=2,
-                    ensure_ascii=False,
-                ),
-                encoding="utf-8",
-            )
-
-    def check_and_copy(
-        self,
-        source: Path,
-        source_checksum: str | None,
-        target: Path,
-    ) -> None:
-        """
-        Copies the source to the target, if target doesn't exist or the target doesn't seem to match
-        the source attributes
-        """
-
-        target = target.resolve()
-        if target in self.files_in_export_dir:
-            self.files_in_export_dir.remove(target)
-
-        perform_copy = False
-
-        if target.exists():
-            source_stat = source.stat()
-            target_stat = target.stat()
-            if self.compare_checksums and source_checksum:
-                target_checksum = compute_checksum(target)
-                perform_copy = target_checksum != source_checksum
-            elif (
-                source_stat.st_mtime != target_stat.st_mtime
-                or source_stat.st_size != target_stat.st_size
-            ):
-                perform_copy = True
-        else:
-            # Copy if it does not exist
-            perform_copy = True
-
-        if perform_copy:
-            target.parent.mkdir(parents=True, exist_ok=True)
-            copy_file_with_basic_stats(source, target)
+        sink.add_json(content, manifest_name.as_posix())

src/documents/management/commands/document_fuzzy_match.py

@@ -55,7 +55,7 @@ class Command(PaperlessCommand):
             "--ratio",
             default=85.0,
             type=float,
-            help="Ratio to consider documents a match",
+            help="Ratio to consider documents a match (0.0 - 100.0)",
         )
         parser.add_argument(
             "--delete",
@@ -69,6 +69,17 @@ class Command(PaperlessCommand):
             action="store_true",
             help="Skip the confirmation prompt when used with --delete",
         )
+        parser.add_argument(
+            "--url",
+            default=None,
+            type=str,
+            help=(
+                "Base URL of the Paperless instance (e.g. "
+                "http://localhost:8000 or https://paperless.local). If set, matched "
+                "documents are shown as clickable (usually ctrl+click) links to "
+                "<url>/documents/<id>/details instead of by title."
+            ),
+        )
 
     def _render_results(
         self,
@@ -76,6 +87,7 @@ class Command(PaperlessCommand):
         *,
         opt_ratio: float,
         do_delete: bool,
+        base_url: str | None = None,
     ) -> list[int]:
         """Render match results as a Rich table. Returns list of PKs to delete."""
         if not matches:
@@ -88,13 +100,22 @@ class Command(PaperlessCommand):
             )
             return []
 
-        # Fetch titles for matched documents in a single query.
-        all_pks = {pk for m in matches for pk in (m.doc_one_pk, m.doc_two_pk)}
-        titles: dict[int, str] = dict(
-            Document.objects.filter(pk__in=all_pks)
-            .only("pk", "title")
-            .values_list("pk", "title"),
-        )
+        # Fetch titles for matched documents in a single query, unless we're
+        # going to show URLs instead.
+        titles: dict[int, str] = {}
+        if not base_url:
+            all_pks = {pk for m in matches for pk in (m.doc_one_pk, m.doc_two_pk)}
+            titles = dict(
+                Document.objects.filter(pk__in=all_pks)
+                .only("pk", "title")
+                .values_list("pk", "title"),
+            )
+
+        def _cell(pk: int) -> str:
+            if base_url:
+                doc_url = f"{base_url.rstrip('/')}/documents/{pk}/details"
+                return f"[link={doc_url}]{doc_url}[/link]"
+            return f"[dim]#{pk}[/dim] {titles.get(pk, 'Unknown')}"
 
         table = Table(
             title=f"Fuzzy Matches (threshold: {opt_ratio:.1f}%)",
@@ -124,8 +145,8 @@ class Command(PaperlessCommand):
 
             table.add_row(
                 str(i),
-                f"[dim]#{pk_a}[/dim] {titles.get(pk_a, 'Unknown')}",
-                f"[dim]#{pk_b}[/dim] {titles.get(pk_b, 'Unknown')}",
+                _cell(pk_a),
+                _cell(pk_b),
                 Text(f"{ratio:.1f}%", style=ratio_style),
             )
             maybe_delete_ids.append(pk_b)
@@ -208,6 +229,7 @@ class Command(PaperlessCommand):
             matches,
             opt_ratio=opt_ratio,
             do_delete=options["delete"],
+            base_url=options["url"],
         )
 
         if options["delete"] and maybe_delete_ids:

src/documents/matching.py

@@ -19,7 +19,7 @@ from documents.models import StoragePath
 from documents.models import Tag
 from documents.models import Workflow
 from documents.models import WorkflowTrigger
-from documents.permissions import get_objects_for_user_owner_aware
+from documents.permissions import permitted_object_ids
 from documents.regex import safe_regex_search
 
 if TYPE_CHECKING:
@@ -55,10 +55,8 @@ def match_correspondents(document: Document, classifier: DocumentClassifier, use
         user = document.owner
 
     if user is not None:
-        correspondents = get_objects_for_user_owner_aware(
-            user,
-            "documents.view_correspondent",
-            Correspondent,
+        correspondents = Correspondent.objects.filter(
+            id__in=permitted_object_ids(user, Correspondent, "view_correspondent"),
         )
     else:
         correspondents = Correspondent.objects.all()
@@ -86,10 +84,8 @@ def match_document_types(document: Document, classifier: DocumentClassifier, use
         user = document.owner
 
     if user is not None:
-        document_types = get_objects_for_user_owner_aware(
-            user,
-            "documents.view_documenttype",
-            DocumentType,
+        document_types = DocumentType.objects.filter(
+            id__in=permitted_object_ids(user, DocumentType, "view_documenttype"),
         )
     else:
         document_types = DocumentType.objects.all()
@@ -116,7 +112,9 @@ def match_tags(document: Document, classifier: DocumentClassifier, user=None):
         user = document.owner
 
     if user is not None:
-        tags = get_objects_for_user_owner_aware(user, "documents.view_tag", Tag)
+        tags = Tag.objects.filter(
+            id__in=permitted_object_ids(user, Tag, "view_tag"),
+        )
     else:
         tags = Tag.objects.all()
 
@@ -145,10 +143,8 @@ def match_storage_paths(document: Document, classifier: DocumentClassifier, user
         user = document.owner
 
     if user is not None:
-        storage_paths = get_objects_for_user_owner_aware(
-            user,
-            "documents.view_storagepath",
-            StoragePath,
+        storage_paths = StoragePath.objects.filter(
+            id__in=permitted_object_ids(user, StoragePath, "view_storagepath"),
         )
     else:
         storage_paths = StoragePath.objects.all()
@@ -300,7 +296,7 @@ def consumable_document_matches_workflow(
     ]:
         reason = (
             f"Document source {document.source.name} not in"
-            f" {[DocumentSource(int(x)).name for x in trigger.sources]}",
+            f" {[DocumentSource(int(x)).name for x in trigger.sources]}"
         )
         trigger_matched = False
 
@@ -310,8 +306,7 @@ def consumable_document_matches_workflow(
         and document.mailrule_id != trigger.filter_mailrule.pk
     ):
         reason = (
-            f"Document mail rule {document.mailrule_id}"
-            f" != {trigger.filter_mailrule.pk}",
+            f"Document mail rule {document.mailrule_id} != {trigger.filter_mailrule.pk}"
         )
         trigger_matched = False
 
@@ -326,7 +321,7 @@ def consumable_document_matches_workflow(
     ):
         reason = (
             f"Document filename {document.original_file.name} does not match"
-            f" {trigger.filter_filename.lower()}",
+            f" {trigger.filter_filename.lower()}"
         )
         trigger_matched = False
 
@@ -349,7 +344,7 @@ def consumable_document_matches_workflow(
     ):
         reason = (
             f"Document path {document.original_file}"
-            f" does not match {trigger.filter_path}",
+            f" does not match {trigger.filter_path}"
         )
         trigger_matched = False
 

src/documents/migrations/0023_savedview_icon.py

@@ -0,0 +1,79 @@
+from django.db import migrations
+from django.db import models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "0022_add_perf_indexes"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="savedview",
+            name="icon",
+            field=models.CharField(
+                choices=[
+                    ("archive", "Archive"),
+                    ("bank", "Bank"),
+                    ("basket", "Basket"),
+                    ("bell", "Bell"),
+                    ("bookmark", "Bookmark"),
+                    ("boxes", "Boxes"),
+                    ("briefcase", "Briefcase"),
+                    ("building", "Building"),
+                    ("calculator", "Calculator"),
+                    ("calendar", "Calendar"),
+                    ("camera", "Camera"),
+                    ("card-checklist", "Checklist"),
+                    ("cash", "Cash"),
+                    ("chat-left-text", "Chat"),
+                    ("check-circle", "Check"),
+                    ("clipboard", "Clipboard"),
+                    ("clock-history", "Clock"),
+                    ("credit-card", "Credit card"),
+                    ("download", "Download"),
+                    ("envelope", "Envelope"),
+                    ("exclamation-triangle", "Warning"),
+                    ("file-earmark", "File"),
+                    ("file-earmark-check", "Checked file"),
+                    ("file-earmark-lock", "Locked file"),
+                    ("file-earmark-medical", "Medical file"),
+                    ("file-earmark-person", "Person file"),
+                    ("file-earmark-spreadsheet", "Spreadsheet"),
+                    ("file-text", "Text file"),
+                    ("files", "Files"),
+                    ("folder", "Folder"),
+                    ("funnel", "Filter"),
+                    ("gear", "Gear"),
+                    ("globe2", "Globe"),
+                    ("hash", "Hash"),
+                    ("heart", "Heart"),
+                    ("house", "House"),
+                    ("inbox", "Inbox"),
+                    ("journals", "Journals"),
+                    ("list-task", "Task list"),
+                    ("newspaper", "Newspaper"),
+                    ("paperclip", "Attachment"),
+                    ("people", "People"),
+                    ("person", "Person"),
+                    ("printer", "Printer"),
+                    ("receipt", "Receipt"),
+                    ("safe", "Safe"),
+                    ("search", "Search"),
+                    ("send", "Send"),
+                    ("shop", "Shop"),
+                    ("stack", "Stack"),
+                    ("stars", "Stars"),
+                    ("tag", "Tag"),
+                    ("tags", "Tags"),
+                    ("telephone", "Telephone"),
+                    ("truck", "Truck"),
+                    ("upc-scan", "Barcode"),
+                    ("wallet2", "Wallet"),
+                ],
+                default="funnel",
+                max_length=64,
+                verbose_name="icon",
+            ),
+        ),
+    ]

src/documents/models.py

@@ -519,6 +519,68 @@ class Document(SoftDeleteModel, ModelWithOwner):  # type: ignore[django-manager-
 
 
 class SavedView(ModelWithOwner):
+    class Icon(models.TextChoices):
+        ARCHIVE = ("archive", _("Archive"))
+        BANK = ("bank", _("Bank"))
+        BASKET = ("basket", _("Basket"))
+        BELL = ("bell", _("Bell"))
+        BOOKMARK = ("bookmark", _("Bookmark"))
+        BOXES = ("boxes", _("Boxes"))
+        BRIEFCASE = ("briefcase", _("Briefcase"))
+        BUILDING = ("building", _("Building"))
+        CALCULATOR = ("calculator", _("Calculator"))
+        CALENDAR = ("calendar", _("Calendar"))
+        CAMERA = ("camera", _("Camera"))
+        CARD_CHECKLIST = ("card-checklist", _("Checklist"))
+        CASH = ("cash", _("Cash"))
+        CHAT_LEFT_TEXT = ("chat-left-text", _("Chat"))
+        CHECK_CIRCLE = ("check-circle", _("Check"))
+        CLIPBOARD = ("clipboard", _("Clipboard"))
+        CLOCK_HISTORY = ("clock-history", _("Clock"))
+        CREDIT_CARD = ("credit-card", _("Credit card"))
+        DOWNLOAD = ("download", _("Download"))
+        ENVELOPE = ("envelope", _("Envelope"))
+        EXCLAMATION_TRIANGLE = ("exclamation-triangle", _("Warning"))
+        FILE_EARMARK = ("file-earmark", _("File"))
+        FILE_EARMARK_CHECK = ("file-earmark-check", _("Checked file"))
+        FILE_EARMARK_LOCK = ("file-earmark-lock", _("Locked file"))
+        FILE_EARMARK_MEDICAL = ("file-earmark-medical", _("Medical file"))
+        FILE_EARMARK_PERSON = ("file-earmark-person", _("Person file"))
+        FILE_EARMARK_SPREADSHEET = (
+            "file-earmark-spreadsheet",
+            _("Spreadsheet"),
+        )
+        FILE_TEXT = ("file-text", _("Text file"))
+        FILES = ("files", _("Files"))
+        FOLDER = ("folder", _("Folder"))
+        FUNNEL = ("funnel", _("Filter"))
+        GEAR = ("gear", _("Gear"))
+        GLOBE = ("globe2", _("Globe"))
+        HASH = ("hash", _("Hash"))
+        HEART = ("heart", _("Heart"))
+        HOUSE = ("house", _("House"))
+        INBOX = ("inbox", _("Inbox"))
+        JOURNALS = ("journals", _("Journals"))
+        LIST_TASK = ("list-task", _("Task list"))
+        NEWSPAPER = ("newspaper", _("Newspaper"))
+        PAPERCLIP = ("paperclip", _("Attachment"))
+        PEOPLE = ("people", _("People"))
+        PERSON = ("person", _("Person"))
+        PRINTER = ("printer", _("Printer"))
+        RECEIPT = ("receipt", _("Receipt"))
+        SAFE = ("safe", _("Safe"))
+        SEARCH = ("search", _("Search"))
+        SEND = ("send", _("Send"))
+        SHOP = ("shop", _("Shop"))
+        STACK = ("stack", _("Stack"))
+        STARS = ("stars", _("Stars"))
+        TAG = ("tag", _("Tag"))
+        TAGS = ("tags", _("Tags"))
+        TELEPHONE = ("telephone", _("Telephone"))
+        TRUCK = ("truck", _("Truck"))
+        UPC_SCAN = ("upc-scan", _("Barcode"))
+        WALLET = ("wallet2", _("Wallet"))
+
     class DisplayMode(models.TextChoices):
         TABLE = ("table", _("Table"))
         SMALL_CARDS = ("smallCards", _("Small Cards"))
@@ -541,6 +603,13 @@ class SavedView(ModelWithOwner):
 
     name = models.CharField(_("name"), max_length=128)
 
+    icon = models.CharField(
+        _("icon"),
+        max_length=64,
+        choices=Icon.choices,
+        default=Icon.FUNNEL,
+    )
+
     sort_field = models.CharField(
         _("sort field"),
         max_length=128,

src/documents/permissions.py

@@ -7,6 +7,7 @@ from django.contrib.contenttypes.models import ContentType
 from django.db.models import Case
 from django.db.models import Count
 from django.db.models import IntegerField
+from django.db.models import Model
 from django.db.models import Q
 from django.db.models import QuerySet
 from django.db.models import Value
@@ -53,11 +54,15 @@ class PaperlessObjectPermissions(DjangoObjectPermissions):
 
 class PaperlessAdminPermissions(BasePermission):
     def has_permission(self, request, view):
-        return request.user.is_staff
+        return request.user.is_active and request.user.is_staff
 
 
 def has_global_statistics_permission(user: User | None) -> bool:
-    if user is None or not getattr(user, "is_authenticated", False):
+    if (
+        user is None
+        or not getattr(user, "is_active", False)
+        or not getattr(user, "is_authenticated", False)
+    ):
         return False
 
     return getattr(user, "is_superuser", False) or user.has_perm(
@@ -66,7 +71,11 @@ def has_global_statistics_permission(user: User | None) -> bool:
 
 
 def has_system_status_permission(user: User | None) -> bool:
-    if user is None or not getattr(user, "is_authenticated", False):
+    if (
+        user is None
+        or not getattr(user, "is_active", False)
+        or not getattr(user, "is_authenticated", False)
+    ):
         return False
 
     return (
@@ -163,47 +172,86 @@ def set_permissions_for_object(
                         )
 
 
-def permitted_document_ids(user):
+def permitted_object_ids(
+    user: User | None,
+    model: type[Model],
+    perm: str,
+    *,
+    include_deleted: bool = False,
+) -> QuerySet[int]:
     """
-    Return a queryset of document IDs the user may view, limited to non-deleted
-    documents. This intentionally avoids ``get_objects_for_user`` to keep the
-    subquery small and index-friendly.
+    Generic version of ``permitted_document_ids`` for any model with an
+    ``owner`` field and guardian object-level permissions. ``include_deleted``
+    only has an effect for models exposing a ``global_objects``/``deleted_at``
+    soft-delete pattern (currently only ``Document``); for every other model
+    it is accepted but has no effect, since those models have no soft-delete
+    concept.
     """
-
-    base_docs = Document.objects.filter(deleted_at__isnull=True).only("id", "owner")
+    has_soft_delete = hasattr(model, "global_objects")
+    manager = (
+        model.global_objects if include_deleted and has_soft_delete else model.objects
+    )
+    base_qs = manager.all().only("id", "owner")
 
     if user is None or not getattr(user, "is_authenticated", False):
-        # Just Anonymous user e.g. for drf-spectacular
-        return base_docs.filter(owner__isnull=True).values_list("id", flat=True)
+        return base_qs.filter(owner__isnull=True).values_list("id", flat=True)
+
+    # Deactivated users get nothing, deactivated superusers included, so this
+    # has to come before the superuser shortcut. guardian's
+    # ObjectPermissionChecker denies inactive users, but get_objects_for_user
+    # (the pattern this replaces) does not, so it would not be inherited.
+    if not getattr(user, "is_active", False):
+        return base_qs.none().values_list("id", flat=True)
 
     if getattr(user, "is_superuser", False):
-        return base_docs.values_list("id", flat=True)
+        return base_qs.values_list("id", flat=True)
 
-    document_ct = ContentType.objects.get_for_model(Document)
+    # Guardian's UserObjectPermission/GroupObjectPermission always store a bare
+    # codename, but has_perm()-style callers commonly pass the qualified
+    # "app_label.codename" form. content_type already disambiguates the
+    # codename, so just drop any prefix rather than silently under-permitting.
+    perm = perm.rsplit(".", 1)[-1]
+
+    content_type = ContentType.objects.get_for_model(model)
     perm_filter = {
-        "permission__codename": "view_document",
-        "permission__content_type": document_ct,
+        "permission__codename": perm,
+        "permission__content_type": content_type,
     }
 
-    user_perm_docs = (
+    user_perm_ids = (
         UserObjectPermission.objects.filter(user=user, **perm_filter)
         .annotate(object_pk_int=Cast("object_pk", IntegerField()))
         .values_list("object_pk_int", flat=True)
     )
-
-    group_perm_docs = (
+    group_perm_ids = (
         GroupObjectPermission.objects.filter(group__user=user, **perm_filter)
         .annotate(object_pk_int=Cast("object_pk", IntegerField()))
         .values_list("object_pk_int", flat=True)
     )
+    permitted_ids = user_perm_ids.union(group_perm_ids)
 
-    permitted_documents = user_perm_docs.union(group_perm_docs)
-
-    return base_docs.filter(
-        Q(owner=user) | Q(owner__isnull=True) | Q(id__in=permitted_documents),
+    return base_qs.filter(
+        Q(owner=user) | Q(owner__isnull=True) | Q(id__in=permitted_ids),
     ).values_list("id", flat=True)
 
 
+def permitted_document_ids(
+    user: User | None,
+    *,
+    perm: str = "view_document",
+    include_deleted: bool = False,
+) -> QuerySet[int]:
+    """
+    Document-specific convenience wrapper around ``permitted_object_ids``.
+    Return a queryset of document IDs the user has ``perm`` on (default
+    ``"view_document"``). By default limited to non-deleted documents; pass
+    ``include_deleted=True`` for callers that need to check permission on
+    soft-deleted documents (e.g. trash restore). This intentionally avoids
+    ``get_objects_for_user`` to keep the subquery small and index-friendly.
+    """
+    return permitted_object_ids(user, Document, perm, include_deleted=include_deleted)
+
+
 def get_document_count_filter_for_user(user, related_name: str = "documents"):
     """
     Return the Q object used to filter document counts for the given user.
@@ -326,6 +374,13 @@ def get_objects_for_user_owner_aware(
     """
     Returns objects the user owns, are unowned, or has explicit perms.
     When include_deleted is True, soft-deleted items are also included.
+
+    Legacy slow path (guardian-backed, O(n) style permission resolution).
+    Most queryset-filtering call sites have migrated onto
+    ``PermittedObjectsFilter``/``permitted_object_ids()``, but this function
+    is kept because production callers still remain. Several callers remain
+    across ``documents/``, ``paperless_mail/``, and ``paperless_ai/`` --
+    grep for this function name before removing it.
     """
     manager = (
         Model.global_objects
@@ -345,6 +400,15 @@ def get_objects_for_user_owner_aware(
 
 
 def has_perms_owner_aware(user, perms, obj):
+    """
+    Legacy slow path (guardian-backed) single-object permission check.
+
+    The queryset-filtering side of this migrated onto
+    ``PermittedObjectsFilter``/``permitted_object_ids()``, but this
+    single-object check still has many production callers. Several callers
+    remain across ``documents/``, ``paperless_mail/``, and ``paperless_ai/``
+    -- grep for this function name before removing it.
+    """
     checker = ObjectPermissionChecker(user)
     return obj.owner is None or obj.owner == user or checker.has_perm(perms, obj)
 

src/documents/search/_query.py

@@ -139,31 +139,38 @@ def _simple_query_tokens(raw_query: str) -> list[str]:
     return simple_search_tokens(raw_query)
 
 
-def _build_simple_field_query(
+def _build_simple_token_query(
     index: tantivy.Index,
-    field: str,
-    tokens: list[str],
+    fields: list[str],
+    token: str,
+    *,
+    allow_infix: bool,
 ) -> tantivy.Query:
-    patterns = []
-    for idx, token in enumerate(tokens):
-        escaped = regex.escape(token)
-        # For multi-token substring search, only the first token can begin mid-word.
-        # Later tokens follow a whitespace boundary in the original query, so anchor
-        # them to the start of the next indexed token to reduce false positives like
-        # matching "Z-Berichte 16" for the query "Z-Berichte 6".
-        if idx == 0:
-            patterns.append(f".*{escaped}.*")
-        else:
-            patterns.append(f"{escaped}.*")
-    if len(patterns) == 1:
-        query = tantivy.Query.regex_query(index.schema, field, patterns[0])
-    else:
-        query = tantivy.Query.regex_phrase_query(index.schema, field, patterns)
+    escaped = regex.escape(token)
+    # The simple analyzer keeps punctuation inside whitespace-delimited terms.
+    # Boundary-constrained query tokens may therefore begin either at the indexed
+    # term boundary or after punctuation within a term (for example,
+    # ``medical-history``). This avoids matching a numeric token such as ``6``
+    # in the middle of ``16``.
+    pattern = (
+        f".*{escaped}.*"
+        if allow_infix
+        else (
+            f"({escaped}.*|"
+            rf".*[\x20-\x2f\x3a-\x40\x5b-\x60\x7b-\x7e]{escaped}.*)"
+        )
+    )
+    field_queries: list[tuple[tantivy.Occur, tantivy.Query]] = []
+    for field in fields:
+        query = tantivy.Query.regex_query(index.schema, field, pattern)
+        boost = _SIMPLE_FIELD_BOOSTS.get(field, 1.0)
+        if boost > 1.0:
+            query = tantivy.Query.boost_query(query, boost)
+        field_queries.append((tantivy.Occur.Should, query))
 
-    boost = _SIMPLE_FIELD_BOOSTS.get(field, 1.0)
-    if boost > 1.0:
-        return tantivy.Query.boost_query(query, boost)
-    return query
+    if len(field_queries) == 1:
+        return field_queries[0][1]
+    return tantivy.Query.boolean_query(field_queries)
 
 
 def parse_user_query(
@@ -265,10 +272,31 @@ def parse_simple_query(
 
     clauses: list[tuple[tantivy.Occur, tantivy.Query]] = []
     if tokens:
-        clauses = [
-            (tantivy.Occur.Should, _build_simple_field_query(index, field, tokens))
-            for field in fields
+        # Match every query token, regardless of its position in the document.
+        # Each token may occur in any of the requested fields, so text mode also
+        # finds documents whose matches are split between title and content.
+        token_queries = [
+            (
+                tantivy.Occur.Must,
+                _build_simple_token_query(
+                    index,
+                    fields,
+                    token,
+                    # Preserve historical infix matching for single-token
+                    # searches. In multi-token searches, constrain numeric
+                    # tokens to boundaries to avoid partial-number overlap.
+                    # This depends on token content, not query order.
+                    allow_infix=len(tokens) == 1 or not token.isdecimal(),
+                ),
+            )
+            for token in tokens
         ]
+        simple_query = (
+            token_queries[0][1]
+            if len(token_queries) == 1
+            else tantivy.Query.boolean_query(token_queries)
+        )
+        clauses.append((tantivy.Occur.Should, simple_query))
 
     if cjk_fields and _has_cjk(raw_query):
         cjk_q = _build_cjk_query(index, raw_query, cjk_fields)

src/documents/serialisers.py

@@ -39,7 +39,6 @@ from drf_spectacular.utils import extend_schema_field
 from drf_spectacular.utils import extend_schema_serializer
 from drf_writable_nested.serializers import NestedUpdateMixin
 from guardian.core import ObjectPermissionChecker
-from guardian.shortcuts import get_objects_for_user
 from guardian.shortcuts import get_users_with_perms
 from guardian.utils import get_group_obj_perms_model
 from guardian.utils import get_user_obj_perms_model
@@ -80,8 +79,8 @@ from documents.models import WorkflowTrigger
 from documents.parsers import is_mime_type_supported
 from documents.permissions import get_document_count_filter_for_user
 from documents.permissions import get_groups_with_only_permission
-from documents.permissions import get_objects_for_user_owner_aware
 from documents.permissions import has_perms_owner_aware
+from documents.permissions import permitted_document_ids
 from documents.permissions import set_permissions_for_object
 from documents.regex import validate_regex_pattern
 from documents.templating.filepath import validate_filepath_template_and_render
@@ -865,10 +864,10 @@ def validate_documentlink_targets(user, doc_ids):
     if user is None:
         return
 
-    target_documents = Document.objects.filter(id__in=doc_ids).select_related("owner")
-    if not all(
-        has_perms_owner_aware(user, "change_document", document)
-        for document in target_documents
+    if (
+        Document.objects.filter(id__in=doc_ids)
+        .exclude(id__in=permitted_document_ids(user, perm="change_document"))
+        .exists()
     ):
         raise PermissionDenied(
             _("Insufficient permissions."),
@@ -1011,13 +1010,8 @@ def _get_viewable_duplicates(
     ).exclude(pk=document.pk)
     duplicates = duplicates.filter(root_document__isnull=True)
     duplicates = duplicates.order_by("-created")
-    allowed = get_objects_for_user_owner_aware(
-        user,
-        "documents.view_document",
-        Document,
-        include_deleted=True,
-    )
-    return duplicates.filter(id__in=allowed)
+    allowed_ids = permitted_document_ids(user, include_deleted=True)
+    return duplicates.filter(id__in=allowed_ids)
 
 
 class DuplicateDocumentSummarySerializer(serializers.Serializer[dict[str, Any]]):
@@ -1389,6 +1383,7 @@ class SavedViewSerializer(OwnedObjectSerializer):
         fields = [
             "id",
             "name",
+            "icon",
             "sort_field",
             "sort_reverse",
             "filter_rules",
@@ -1750,7 +1745,7 @@ class DeleteDocumentsSerializer(DocumentSelectionSerializer):
 
 
 class ReprocessDocumentsSerializer(DocumentSelectionSerializer):
-    pass
+    remote_ocr = serializers.BooleanField(required=False, default=False)
 
 
 class BulkEditSerializer(
@@ -1975,6 +1970,8 @@ class BulkEditSerializer(
         return ownerUser
 
     def _validate_parameters_set_permissions(self, parameters) -> None:
+        if "set_permissions" not in parameters:
+            raise serializers.ValidationError("set_permissions not specified")
         parameters["set_permissions"] = self.validate_set_permissions(
             parameters["set_permissions"],
         )
@@ -2090,6 +2087,13 @@ class BulkEditSerializer(
                         f"Page {op['page']} is out of bounds for document with {doc.page_count} pages.",
                     )
 
+    def _validate_parameters_reprocess(self, parameters) -> None:
+        if "remote_ocr" in parameters:
+            if not isinstance(parameters["remote_ocr"], bool):
+                raise serializers.ValidationError("remote_ocr must be a boolean")
+        else:
+            parameters["remote_ocr"] = False
+
     def validate_parameters_remove_password(self, parameters):
         if "password" not in parameters:
             raise serializers.ValidationError("password not specified")
@@ -2154,6 +2158,8 @@ class BulkEditSerializer(
             self._validate_parameters_edit_pdf(parameters, attrs["documents"][0])
         elif method == bulk_edit.remove_password:
             self.validate_parameters_remove_password(parameters)
+        elif method == bulk_edit.reprocess:
+            self._validate_parameters_reprocess(parameters)
 
         return attrs
 
@@ -2672,13 +2678,8 @@ class TaskSerializerV9(serializers.ModelSerializer[PaperlessTask]):
         user = request.user
         qs = Document.global_objects.filter(pk=dup_of)
         if not user.is_staff:
-            with_perms = get_objects_for_user(
-                user,
-                "documents.view_document",
-                qs,
-                accept_global_perms=False,
-            )
-            qs = with_perms | qs.filter(owner=user) | qs.filter(owner__isnull=True)
+            allowed_ids = permitted_document_ids(user, include_deleted=True)
+            qs = qs.filter(pk__in=allowed_ids)
         return list(qs.values("id", "title", "deleted_at"))
 
 
@@ -3222,6 +3223,13 @@ class WorkflowActionSerializer(serializers.ModelSerializer[WorkflowAction]):
                         {"assign_title": f'Invalid f-string detected: "{e.args[0]}"'},
                     )
 
+        if attrs.get("assign_custom_fields_values"):
+            # Empty strings treated as None to avoid unexpected behavior
+            attrs["assign_custom_fields_values"] = {
+                field_id: (None if value == "" else value)
+                for field_id, value in attrs["assign_custom_fields_values"].items()
+            }
+
         if (
             "type" in attrs
             and attrs["type"] == WorkflowAction.WorkflowActionType.EMAIL
@@ -3528,8 +3536,6 @@ class StoragePathTestSerializer(SerializerWithPerms):
             document_field = self.fields.get("document")
             if not isinstance(document_field, serializers.PrimaryKeyRelatedField):
                 return
-            document_field.queryset = get_objects_for_user_owner_aware(
-                user,
-                "documents.view_document",
-                Document,
+            document_field.queryset = Document.objects.filter(
+                id__in=permitted_document_ids(user),
             )

src/documents/tasks.py

@@ -66,6 +66,7 @@ from documents.utils import compute_checksum
 from documents.utils import identity
 from documents.workflows.utils import get_workflows_for_trigger
 from paperless.config import AIConfig
+from paperless.config import RemoteOCRConfig
 from paperless.logging import consume_task_id
 from paperless.parsers import ParserContext
 from paperless.parsers.registry import get_parser_registry
@@ -337,10 +338,17 @@ def bulk_update_documents(document_ids) -> None:
 
 
 @shared_task
-def update_document_content_maybe_archive_file(document_id) -> None:
+def update_document_content_maybe_archive_file(
+    document_id,
+    *,
+    remote_ocr: bool = False,
+) -> None:
     """
     Re-creates OCR content and thumbnail for a document, and archive file if
     it exists.
+
+    Remote OCR is used only when the engine is configured to handle everything
+    or if explicitly asked for via ``remote_ocr``.
     """
     document = Document.objects.get(id=document_id)
 
@@ -350,6 +358,7 @@ def update_document_content_maybe_archive_file(document_id) -> None:
         mime_type,
         document.original_filename or "",
         document.source_path,
+        allow_remote=remote_ocr or RemoteOCRConfig().remote_ocr_by_default,
     )
 
     if not parser_class:

src/documents/templates/index.html

@@ -70,8 +70,7 @@
 			]
 		</script>
 	</pngx-root>
-	<script src="{% static runtime_js %}" defer></script>
-	<script src="{% static polyfills_js %}" defer></script>
-	<script src="{% static main_js %}" defer></script>
+	<script src="{% static polyfills_js %}" type="module"></script>
+	<script src="{% static main_js %}" type="module"></script>
 </body>
 </html>