documents_without_permitted_root helper used x4

An interrupted rebuild left an empty index stamped as current, so the next
start reported it as up to date. Mark the rebuild as in progress and only
clear the marker once it completes.

.github/workflows/ci-backend.yml

@@ -80,7 +80,7 @@ jobs:
     needs: changes
     if: needs.changes.outputs.backend_changed == 'true'
     name: "Python ${{ matrix.python-version }}"
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: read
     strategy:
@@ -114,7 +114,7 @@ jobs:
           packages: unpaper tesseract-ocr imagemagick ghostscript poppler-utils
       - name: Configure ImageMagick
         run: |
-          sudo cp docker/rootfs/etc/ImageMagick-6/paperless-policy.xml /etc/ImageMagick-6/policy.xml
+          sudo cp docker/rootfs/etc/ImageMagick-6/paperless-policy.xml /etc/ImageMagick-7/policy.xml
       - name: Install Python dependencies
         env:
           PYTHON_VERSION: ${{ steps.setup-python.outputs.python-version }}
@@ -158,7 +158,7 @@ jobs:
     needs: changes
     if: needs.changes.outputs.backend_changed == 'true'
     name: Check project typing
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: read
     env:

.github/workflows/ci-docker.yml

@@ -24,10 +24,10 @@ jobs:
       fail-fast: false
       matrix:
         include:
-          - runner: ubuntu-24.04
+          - runner: ubuntu-26.04
             arch: amd64
             platform: linux/amd64
-          - runner: ubuntu-24.04-arm
+          - runner: ubuntu-26.04-arm
             arch: arm64
             platform: linux/arm64
     runs-on: ${{ matrix.runner }}
@@ -163,7 +163,7 @@ jobs:
           archive: false
   merge-and-push:
     name: Merge and Push Manifest
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     needs: build-arch
     if: needs.build-arch.outputs.should-push == 'true'
     environment: image-publishing

.github/workflows/ci-docs.yml

@@ -65,7 +65,7 @@ jobs:
     needs: changes
     if: needs.changes.outputs.docs_changed == 'true'
     name: Build Documentation
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     steps:
       - uses: actions/configure-pages@45bfe0192ca1faeb007ade9deae92b16b8254a0d # v6.0.0
       - name: Checkout
@@ -102,7 +102,7 @@ jobs:
     name: Deploy Documentation
     needs: [changes, build]
     if: github.event_name == 'push' && github.ref == 'refs/heads/main' && needs.changes.outputs.docs_changed == 'true'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       pages: write
       id-token: write

.github/workflows/ci-frontend.yml

@@ -72,7 +72,7 @@ jobs:
     needs: changes
     if: needs.changes.outputs.frontend_changed == 'true'
     name: Install Dependencies
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: read
     steps:
@@ -104,7 +104,7 @@ jobs:
     name: Lint
     needs: [changes, install-dependencies]
     if: needs.changes.outputs.frontend_changed == 'true'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: read
     steps:
@@ -137,7 +137,7 @@ jobs:
     name: "Unit Tests (${{ matrix.shard-index }}/${{ matrix.shard-count }})"
     needs: [changes, install-dependencies]
     if: needs.changes.outputs.frontend_changed == 'true'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: read
     strategy:
@@ -188,10 +188,10 @@ jobs:
     name: E2E Tests
     needs: [changes, install-dependencies]
     if: needs.changes.outputs.frontend_changed == 'true'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: read
-    container: mcr.microsoft.com/playwright:v1.62.1-noble
+    container: mcr.microsoft.com/playwright:v1.62.1-resolute
     env:
       PLAYWRIGHT_BROWSERS_PATH: /ms-playwright
       PLAYWRIGHT_SKIP_BROWSER_DOWNLOAD: 1
@@ -246,7 +246,7 @@ jobs:
     name: Frontend Build
     needs: [changes, unit-tests, e2e-tests]
     if: needs.changes.outputs.frontend_changed == 'true'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: read
     steps:

.github/workflows/ci-release.yml

@@ -14,7 +14,7 @@ permissions: {}
 jobs:
   wait-for-docker:
     name: Wait for Docker Build
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       checks: read
       statuses: read
@@ -30,7 +30,7 @@ jobs:
   build-release:
     name: Build Release
     needs: wait-for-docker
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: read
     steps:
@@ -73,7 +73,7 @@ jobs:
         timeout-minutes: 12
         uses: $/.github/actions/apt-install
         with:
-          packages: gettext liblept5
+          packages: gettext libleptonica6
       # ---- Build Documentation ----
       - name: Build documentation
         env:
@@ -145,7 +145,7 @@ jobs:
   publish-release:
     name: Publish Release
     needs: build-release
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: write
       pull-requests: write
@@ -197,7 +197,7 @@ jobs:
     name: Append Changelog
     needs: publish-release
     if: needs.publish-release.outputs.prerelease == 'false'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: write
       pull-requests: write

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

@@ -15,7 +15,7 @@ permissions:
 jobs:
   zizmor:
     name: Run zizmor
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       contents: read
       actions: read
@@ -29,7 +29,7 @@ jobs:
         uses: zizmorcore/zizmor-action@cc914d7f3750a2d13d75c7f184a1060aa0e9d482 # v0.6.4
   semgrep:
     name: Semgrep CE
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     container:
       image: semgrep/semgrep:1.155.0@sha256:cc869c685dcc0fe497c86258da9f205397d8108e56d21a86082ea4886e52784d
     if: github.actor != 'dependabot[bot]'

.github/workflows/cleanup-tags.yml

@@ -17,7 +17,7 @@ jobs:
   cleanup-images:
     name: Cleanup Image Tags for ${{ matrix.primary-name }}
     if: github.repository_owner == 'paperless-ngx'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     environment: registry-maintenance
     strategy:
       fail-fast: false
@@ -42,7 +42,7 @@ jobs:
   cleanup-untagged-images:
     name: Cleanup Untagged Images Tags for ${{ matrix.primary-name }}
     if: github.repository_owner == 'paperless-ngx'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     needs:
       - cleanup-images
     environment: registry-maintenance

.github/workflows/codeql-analysis.yml

@@ -21,7 +21,7 @@ on:
 jobs:
   analyze:
     name: Analyze
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       actions: read
       contents: read

.github/workflows/crowdin.yml

@@ -13,7 +13,7 @@ jobs:
   synchronize-with-crowdin:
     name: Crowdin Sync
     if: github.repository_owner == 'paperless-ngx'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     environment: translation-sync
     steps:
       - name: Checkout

.github/workflows/issue-bot.yml

@@ -7,7 +7,7 @@ jobs:
     # Note: peakoss/anti-slop does not support the `issues` event yet (all of its
     # issue inputs are still commented out upstream), so the checks that the PR Bot
     # workflow gets from the action are implemented manually here.
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-slim
     permissions:
       issues: write
     steps:

.github/workflows/pr-bot.yml

@@ -4,7 +4,7 @@ on:
     types: [opened]
 jobs:
   Anti-slop:
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-slim
     permissions:
       contents: read
       issues: read
@@ -24,7 +24,7 @@ jobs:
             ASLOP-PR-VERIFY
   pr-bot:
     name: Automated PR Bot
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-slim
     # Runs after Anti-slop so the welcome comment can see whether the PR was closed
     # instead of racing it. Still runs if that job fails, so labeling is not lost.
     needs: Anti-slop

.github/workflows/project-actions.yml

@@ -12,7 +12,7 @@ permissions:
 jobs:
   pr_opened_or_reopened:
     name: pr_opened_or_reopened
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-slim
     permissions:
       # write permission is required for autolabeler
       pull-requests: write

.github/workflows/repo-maintenance.yml

@@ -9,7 +9,7 @@ jobs:
   stale:
     name: 'Stale'
     if: github.repository_owner == 'paperless-ngx'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       issues: write
       pull-requests: write
@@ -34,7 +34,7 @@ jobs:
   lock-threads:
     name: 'Lock Old Threads'
     if: github.repository_owner == 'paperless-ngx'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-26.04
     permissions:
       issues: write
       pull-requests: write
@@ -58,7 +58,7 @@ jobs:
   close-answered-discussions:
     name: 'Close Answered Discussions'
     if: github.repository_owner == 'paperless-ngx'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-slim
     permissions:
       discussions: write
     steps:
@@ -117,7 +117,7 @@ jobs:
   close-outdated-discussions:
     name: 'Close Outdated Discussions'
     if: github.repository_owner == 'paperless-ngx'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-slim
     permissions:
       discussions: write
     steps:
@@ -211,7 +211,7 @@ jobs:
   close-unsupported-feature-requests:
     name: 'Close Unsupported Feature Requests'
     if: github.repository_owner == 'paperless-ngx'
-    runs-on: ubuntu-24.04
+    runs-on: ubuntu-slim
     permissions:
       discussions: write
     steps:

.github/workflows/translate-strings.yml

@@ -8,7 +8,7 @@ env:
 jobs:
   generate-translate-strings:
     name: Generate Translation Strings
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-26.04
     environment: translation-sync
     permissions:
       contents: write

src/documents/permissions.py

@@ -14,6 +14,7 @@ from django.db.models import QuerySet
 from django.db.models import Value
 from django.db.models import When
 from django.db.models.functions import Cast
+from django.db.models.functions import Coalesce
 from guardian.core import ObjectPermissionChecker
 from guardian.models import GroupObjectPermission
 from guardian.models import UserObjectPermission
@@ -474,6 +475,29 @@ def permitted_document_ids(
     return permitted_object_ids(user, Document, perm, include_deleted=include_deleted)
 
 
+def documents_without_permitted_root(
+    documents: QuerySet[Document],
+    user: User | None,
+    *,
+    perm: str = "view_document",
+    include_deleted: bool = False,
+) -> QuerySet[Document]:
+    """
+    The documents the user lacks ``perm`` on. Versions are authorized by their
+    root document, so a version's own owner is ignored. A single query, without
+    loading the documents or joining the root.
+    """
+    return documents.annotate(
+        root_id=Coalesce("root_document_id", "id"),
+    ).exclude(
+        root_id__in=permitted_document_ids(
+            user,
+            perm=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.

src/documents/search/_backend.py

@@ -31,6 +31,7 @@ from documents.search._query import parse_user_query
 from documents.search._schema import _write_sentinels
 from documents.search._schema import build_schema
 from documents.search._schema import open_or_rebuild_index
+from documents.search._schema import rebuild_in_progress
 from documents.search._schema import wipe_index
 from documents.search._tokenizer import ascii_fold
 from documents.search._tokenizer import autocomplete_tokens
@@ -1110,39 +1111,44 @@ class TantivyBackend:
                 flushing a segment, deferring merge work; they do not avoid it.
         """
         wipe_index(self._path)
-        new_index = tantivy.Index(build_schema(), path=str(self._path))
+        # The marker covers the window where the empty index is already stamped
-        _write_sentinels(self._path)
+        # as current but not yet populated, so an interrupted rebuild is retried.
-        register_tokenizers(new_index, settings.SEARCH_LANGUAGE)
+        with rebuild_in_progress(self._path):
+            new_index = tantivy.Index(build_schema(), path=str(self._path))
+            _write_sentinels(self._path)
+            register_tokenizers(new_index, settings.SEARCH_LANGUAGE)
 
-        # Point instance at the new index so _build_tantivy_doc uses it
+            # Point instance at the new index so _build_tantivy_doc uses it
-        old_index, old_schema = self._raw_index, self._raw_schema
+            old_index, old_schema = self._raw_index, self._raw_schema
-        self._raw_index = new_index
+            self._raw_index = new_index
-        self._raw_schema = new_index.schema
+            self._raw_schema = new_index.schema
-        # Stream documents one-by-one (so the progress bar advances per
+            # Stream documents one-by-one (so the progress bar advances per
-        # document) while fetching viewer permissions one SQL query per chunk.
+            # document) while fetching viewer permissions one SQL query per
-        # The stream is Sized, so iter_wrapper can still discover the total.
+            # chunk. The stream is Sized, so iter_wrapper can still discover
-        documents_stream = _DocumentViewerStream(documents, chunk_size=1000)
+            # the total.
-        try:
+            documents_stream = _DocumentViewerStream(documents, chunk_size=1000)
-            writer = new_index.writer(heap_size=writer_heap_bytes)
+            try:
-            for document, (viewer_ids, viewer_group_ids) in iter_wrapper(
+                writer = new_index.writer(heap_size=writer_heap_bytes)
-                documents_stream,
+                for document, (viewer_ids, viewer_group_ids) in iter_wrapper(
-            ):
+                    documents_stream,
-                doc = self._build_tantivy_doc(
+                ):
-                    document,
+                    doc = self._build_tantivy_doc(
-                    viewer_ids=viewer_ids,
+                        document,
-                    viewer_group_ids=viewer_group_ids,
+                        viewer_ids=viewer_ids,
-                )
+                        viewer_group_ids=viewer_group_ids,
-                writer.add_document(doc)
+                    )
-            writer.commit()
+                    writer.add_document(doc)
-            # Wait for background merge threads to finish so all segments are
+                writer.commit()
-            # fully merged and persisted before the index is considered rebuilt.
+                # Wait for background merge threads to finish so all segments
-            writer.wait_merging_threads()
+                # are fully merged and persisted before the index is considered
-            new_index.reload()
+                # rebuilt.
-        except BaseException:  # pragma: no cover
+                writer.wait_merging_threads()
-            # Restore old index on failure so the backend remains usable
+                new_index.reload()
-            self._raw_index = old_index
+            except BaseException:  # pragma: no cover
-            self._raw_schema = old_schema
+                # Restore old index on failure so the backend remains usable
-            raise
+                self._raw_index = old_index
+                self._raw_schema = old_schema
+                raise
 
 
 def chunked(iterable, size):

src/documents/search/_schema.py

@@ -4,6 +4,7 @@ import hashlib
 import json
 import logging
 import shutil
+from contextlib import contextmanager
 from typing import TYPE_CHECKING
 from typing import Final
 from typing import NamedTuple
@@ -16,6 +17,7 @@ from whoosh_compat import FieldKind
 from documents.search._fields import PUBLIC_FIELDS
 
 if TYPE_CHECKING:
+    from collections.abc import Iterator
     from pathlib import Path
 
 logger = logging.getLogger("paperless.search")
@@ -28,6 +30,11 @@ logger = logging.getLogger("paperless.search")
 # v3 - barcodes JSON field for stored barcode contents
 SCHEMA_VERSION: Final[int] = 3
 
+# Present in the index directory from the moment a full rebuild starts until it
+# finishes. If a rebuild is interrupted it is left behind, so the half-built
+# index is not mistaken for a complete one.
+REBUILD_MARKER: Final[str] = ".rebuilding"
+
 
 class FieldDescriptor(NamedTuple):
     """One tantivy field, in declaration order.
@@ -255,9 +262,9 @@ def needs_rebuild(index_dir: Path) -> bool:
     """
     Check if the search index needs rebuilding.
 
-    Reads .index_settings.json to compare the stored schema version, search
+    True if a previous full rebuild never finished (the rebuild marker is still
-    language and schema fingerprint against the current configuration. Returns
+    present), or if the index's stamped settings no longer match the current
-    True if the file is missing, unparsable, or any value mismatches.
+    configuration. See _settings_mismatch().
 
     Args:
         index_dir: Path to the search index directory
@@ -265,6 +272,40 @@ def needs_rebuild(index_dir: Path) -> bool:
     Returns:
         True if the index needs rebuilding, False if it's up to date
     """
+    if (index_dir / REBUILD_MARKER).exists():
+        logger.warning("Previous search index rebuild did not finish - rebuilding.")
+        return True
+    return _settings_mismatch(index_dir)
+
+
+@contextmanager
+def rebuild_in_progress(index_dir: Path) -> Iterator[None]:
+    """
+    Flag the index as incomplete for the duration of a full rebuild.
+
+    The marker is cleared only if the block exits cleanly. There is deliberately
+    no try/finally: an exception must leave the marker behind so the next
+    needs_rebuild() check retries the rebuild.
+    """
+    marker = index_dir / REBUILD_MARKER
+    marker.touch()
+    yield
+    marker.unlink(missing_ok=True)
+
+
+def _settings_mismatch(index_dir: Path) -> bool:
+    """
+    Check the stamped settings against the current configuration.
+
+    Reads .index_settings.json to compare the stored schema version, search
+    language and schema fingerprint. Returns True if the file is missing,
+    unparsable, or any value mismatches.
+
+    This deliberately ignores the rebuild marker: open_or_rebuild_index() uses it
+    so that a process opening the index while another process is mid-rebuild
+    (or after one died) does not wipe the partial index out from under it.
+    Repopulating is the job of ``document_index reindex``.
+    """
     settings_file = index_dir / ".index_settings.json"
     if not settings_file.exists():
         return True
@@ -333,7 +374,7 @@ def open_or_rebuild_index(index_dir: Path | None = None) -> tantivy.Index:
         index_dir = cast("Path", settings.INDEX_DIR)
     if not index_dir.exists():
         return tantivy.Index(build_schema())
-    if needs_rebuild(index_dir):
+    if _settings_mismatch(index_dir):
         wipe_index(index_dir)
         idx = tantivy.Index(build_schema(), path=str(index_dir))
         _write_sentinels(index_dir)

src/documents/serialisers.py

@@ -90,6 +90,7 @@ from documents.templating.utils import convert_format_str_to_template_format
 from documents.templating.workflows import validate_workflow_template
 from documents.validators import uri_validator
 from documents.validators import url_validator
+from documents.versioning import get_root_document
 from documents.versioning import has_prefetched_effective_content
 from documents.versioning import sort_versions_newest_first
 
@@ -2894,7 +2895,7 @@ class ShareLinkSerializer(OwnedObjectSerializer):
             and has_perms_owner_aware(
                 self.user,
                 "view_document",
-                document,
+                get_root_document(document),
             )
         ):
             return document

src/documents/tests/search/test_backend.py

@@ -16,7 +16,10 @@ from documents.search._backend import TantivyBackend
 from documents.search._backend import WriteBatch
 from documents.search._backend import get_backend
 from documents.search._backend import reset_backend
+from documents.search._schema import REBUILD_MARKER
+from documents.search._schema import needs_rebuild
 from documents.signals.handlers import add_to_index
+from paperless_testing.dirs import PaperlessDirs
 from paperless_testing.factories import CorrespondentFactory
 from paperless_testing.factories import DocumentFactory
 from paperless_testing.factories import DocumentTypeFactory
@@ -823,6 +826,53 @@ class TestRebuild:
         backend.rebuild(Document.objects.all(), iter_wrapper=wrapper)
         assert 30 in seen
 
+    def test_successful_rebuild_leaves_index_up_to_date(
+        self,
+        backend: TantivyBackend,
+        paperless_dirs: PaperlessDirs,
+    ) -> None:
+        """
+        GIVEN:
+            - A backend and one document
+        WHEN:
+            - rebuild() completes
+        THEN:
+            - needs_rebuild() is False and no rebuild marker remains
+        """
+        DocumentFactory.create()
+
+        backend.rebuild(Document.objects.all())
+
+        assert needs_rebuild(paperless_dirs.index_dir) is False
+        assert not (paperless_dirs.index_dir / REBUILD_MARKER).exists()
+
+    def test_interrupted_rebuild_is_retried(
+        self,
+        backend: TantivyBackend,
+        paperless_dirs: PaperlessDirs,
+    ) -> None:
+        """
+        GIVEN:
+            - A rebuild that dies while indexing documents (e.g. the database
+              connection is lost)
+        WHEN:
+            - needs_rebuild() is checked afterwards
+        THEN:
+            - It is True, even though the empty index was already stamped with
+              current settings, so the next start rebuilds instead of reporting
+              the index as up to date
+        """
+        DocumentFactory.create()
+
+        def die(pairs):
+            raise RuntimeError("terminating connection due to administrator command")
+            yield  # pragma: no cover
+
+        with pytest.raises(RuntimeError):
+            backend.rebuild(Document.objects.all(), iter_wrapper=die)
+
+        assert needs_rebuild(paperless_dirs.index_dir) is True
+
     def test_includes_group_granted_viewers(self, backend: TantivyBackend) -> None:
         """Rebuild must index viewer ids for group-only grants, not just direct ones.
 

src/documents/tests/test_api_document_versions.py

@@ -8,6 +8,7 @@ from auditlog.models import LogEntry  # type: ignore[import-untyped]
 from django.contrib.contenttypes.models import ContentType
 from django.core.files.uploadedfile import SimpleUploadedFile
 from django.test import TestCase as DjangoTestCase
+from django.test import override_settings
 from django.utils import timezone
 from rest_framework import status
 from rest_framework.test import APITestCase
@@ -16,13 +17,17 @@ from documents.data_models import DocumentSource
 from documents.filters import EffectiveContentFilter
 from documents.filters import TitleContentFilter
 from documents.models import Document
+from documents.models import Note
+from documents.models import ShareLink
 from documents.versioning import annotate_effective_content
 from documents.views import DocumentSelectionMixin
 from paperless_testing.dirs import DirectoriesMixin
 from paperless_testing.factories import DocumentFactory
 from paperless_testing.factories import UserFactory
 from paperless_testing.http import read_streaming_response
+from paperless_testing.permissions import grant_all_global
 from paperless_testing.permissions import grant_global
+from paperless_testing.permissions import grant_object
 
 if TYPE_CHECKING:
     from pathlib import Path
@@ -1043,3 +1048,152 @@ class TestBulkSelectionExcludesVersions(DjangoTestCase):
         )
 
         self.assertEqual(selected, [root.id])
+
+
+class TestVersionActionPermissions(DirectoriesMixin, APITestCase):
+    def setUp(self):
+        super().setUp()
+        self.user = UserFactory()
+        grant_all_global(self.user)
+        self.client.force_authenticate(self.user)
+        self.root = DocumentFactory(owner=UserFactory())
+        self.version = DocumentFactory(root_document=self.root, owner=None)
+
+    @override_settings(AUDIT_LOG_ENABLED=True)
+    def test_actions_reject_stale_version_ownership(self):
+        note = Note.objects.create(document=self.version, note="Version note")
+        for owner in (None, self.user):
+            self.version.owner = owner
+            self.version.save(update_fields=["owner"])
+            for action in (
+                "notes",
+                "suggestions",
+                "ai_suggestions",
+                "history",
+                "share_links",
+            ):
+                with self.subTest(owner=owner, action=action):
+                    response = self.client.get(
+                        f"/api/documents/{self.version.pk}/{action}/",
+                    )
+                    self.assertEqual(response.status_code, 403)
+            response = self.client.post(
+                f"/api/documents/{self.version.pk}/notes/",
+                {"note": "New note"},
+            )
+            self.assertEqual(response.status_code, 403)
+            response = self.client.delete(
+                f"/api/documents/{self.version.pk}/notes/?id={note.pk}",
+            )
+            self.assertEqual(response.status_code, 403)
+            response = self.client.post(
+                "/api/share_links/",
+                {"document": self.version.pk, "file_version": "original"},
+            )
+            self.assertEqual(response.status_code, 403)
+            response = self.client.post(
+                "/api/share_link_bundles/",
+                {"document_ids": [self.version.pk], "file_version": "original"},
+                format="json",
+            )
+            self.assertEqual(response.status_code, 400)
+            response = self.client.post(
+                "/api/documents/email/",
+                {
+                    "documents": [self.version.pk],
+                    "addresses": "recipient@example.com",
+                    "subject": "Version",
+                    "message": "Version",
+                },
+                format="json",
+            )
+            self.assertEqual(response.status_code, 403)
+            with (
+                mock.patch("documents.views.AIConfig") as ai_config,
+                mock.patch("documents.views.stream_chat_with_documents") as chat,
+            ):
+                ai_config.return_value.ai_enabled = True
+                response = self.client.post(
+                    "/api/documents/chat/",
+                    {"q": "Version?", "document_id": self.version.pk},
+                    format="json",
+                )
+            self.assertEqual(response.status_code, 403)
+            chat.assert_not_called()
+        self.assertTrue(Note.objects.filter(pk=note.pk).exists())
+        self.assertFalse(ShareLink.objects.exists())
+
+    @mock.patch("documents.views.build_share_link_bundle.apply_async")
+    def test_root_permissions_allow_sharing_a_private_version(self, build_mock):
+        self.version.owner = UserFactory()
+        self.version.save(update_fields=["owner"])
+        grant_object(self.user, self.root, "view_document", "change_document")
+        note = Note.objects.create(document=self.version, note="Version note")
+        response = self.client.get(f"/api/documents/{self.version.pk}/notes/")
+        self.assertEqual(response.status_code, 200)
+        self.assertEqual(response.data[0]["id"], note.pk)
+        response = self.client.post(
+            "/api/share_links/",
+            {"document": self.version.pk, "file_version": "original"},
+        )
+        self.assertEqual(response.status_code, 201)
+        self.assertEqual(ShareLink.objects.get().document_id, self.version.pk)
+        response = self.client.get(f"/api/documents/{self.version.pk}/share_links/")
+        self.assertEqual(response.status_code, 200)
+        self.assertEqual(len(response.data), 1)
+        response = self.client.post(
+            "/api/share_link_bundles/",
+            {"document_ids": [self.version.pk], "file_version": "original"},
+            format="json",
+        )
+        self.assertEqual(response.status_code, 201)
+        build_mock.assert_called_once()
+
+    def test_root_view_permission_does_not_allow_note_changes(self):
+        grant_object(self.user, self.root, "view_document")
+        note = Note.objects.create(document=self.version, note="Version note")
+        response = self.client.get(f"/api/documents/{self.version.pk}/notes/")
+        self.assertEqual(response.status_code, 200)
+        response = self.client.post(
+            f"/api/documents/{self.version.pk}/notes/",
+            {"note": "New note"},
+        )
+        self.assertEqual(response.status_code, 403)
+        response = self.client.delete(
+            f"/api/documents/{self.version.pk}/notes/?id={note.pk}",
+        )
+        self.assertEqual(response.status_code, 403)
+        self.assertTrue(Note.objects.filter(pk=note.pk).exists())
+
+    @override_settings(AUDIT_LOG_ENABLED=True)
+    def test_history_uses_root_ownership(self):
+        self.root.owner = self.user
+        self.root.save(update_fields=["owner"])
+        self.version.owner = UserFactory()
+        self.version.save(update_fields=["owner"])
+        response = self.client.get(f"/api/documents/{self.version.pk}/history/")
+        self.assertEqual(response.status_code, 200)
+
+    def test_selection_data_rejects_stale_version_ownership(self):
+        for owner in (None, self.user):
+            self.version.owner = owner
+            self.version.save(update_fields=["owner"])
+            with self.subTest(owner=owner):
+                response = self.client.post(
+                    "/api/documents/selection_data/",
+                    {"documents": [self.version.pk]},
+                    format="json",
+                )
+                self.assertEqual(response.status_code, 403)
+
+    def test_selection_data_allows_private_version_of_permitted_root(self):
+        self.version.owner = UserFactory()
+        self.version.save(update_fields=["owner"])
+        grant_object(self.user, self.root, "view_document")
+        other = DocumentFactory(owner=self.user)
+        response = self.client.post(
+            "/api/documents/selection_data/",
+            {"documents": [self.version.pk, other.pk]},
+            format="json",
+        )
+        self.assertEqual(response.status_code, 200)

src/documents/tests/test_api_trash.py

@@ -6,6 +6,7 @@ from rest_framework.test import APITestCase
 
 from documents.models import Document
 from paperless_testing.dirs import DirectoriesMixin
+from paperless_testing.factories import DocumentFactory
 from paperless_testing.factories import UserFactory
 from paperless_testing.permissions import grant_all_global
 
@@ -279,3 +280,53 @@ class TestTrashAPI(DirectoriesMixin, APITestCase):
             Document.objects.filter(root_document=root).values_list("id", flat=True),
             [version.pk for version in versions],
         )
+
+    def test_api_trash_version_follows_root_owner(self) -> None:
+        """
+        GIVEN:
+            - A deleted version of user2's document, owned by nobody
+            - A deleted version of the user's document, owned by user2
+        WHEN:
+            - The user lists the trash and tries to restore or empty the versions
+        THEN:
+            - Only the version of the user's own document is listed
+            - The other version can't be restored or emptied
+            - The version of the user's own document can be restored
+        """
+        user2 = UserFactory(username="user2")
+        other_version = DocumentFactory(
+            root_document=DocumentFactory(owner=user2),
+            version_index=1,
+        )
+        other_version.delete()
+        own_version = DocumentFactory(
+            owner=user2,
+            root_document=DocumentFactory(owner=self.user),
+            version_index=1,
+        )
+        own_version.delete()
+
+        resp = self.client.get("/api/trash/")
+        self.assertEqual(resp.status_code, status.HTTP_200_OK)
+        self.assertEqual(
+            [doc["id"] for doc in resp.data["results"]],
+            [own_version.pk],
+        )
+
+        for action in ("restore", "empty"):
+            with self.subTest(action=action):
+                resp = self.client.post(
+                    "/api/trash/",
+                    {"action": action, "documents": [other_version.pk]},
+                )
+                self.assertEqual(resp.status_code, status.HTTP_403_FORBIDDEN)
+                self.assertTrue(
+                    Document.deleted_objects.filter(pk=other_version.pk).exists(),
+                )
+
+        resp = self.client.post(
+            "/api/trash/",
+            {"action": "restore", "documents": [own_version.pk]},
+        )
+        self.assertEqual(resp.status_code, status.HTTP_200_OK)
+        self.assertTrue(Document.objects.filter(pk=own_version.pk).exists())

src/documents/tests/test_share_link_bundles.py

@@ -90,10 +90,13 @@ class ShareLinkBundleAPITests(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertIn("document_ids", response.data)
 
-    @mock.patch("documents.views.permitted_document_ids", return_value=set())
+    def test_create_bundle_rejects_insufficient_permissions(self) -> None:
-    def test_create_bundle_rejects_insufficient_permissions(self, perms_mock) -> None:
+        requester = UserFactory(username="bundle_creator")
+        grant_global(requester, "add_sharelinkbundle", "view_document")
+        self.client.force_authenticate(requester)
+        document = DocumentFactory(owner=UserFactory(username="document_owner"))
         payload = {
-            "document_ids": [self.document.pk],
+            "document_ids": [self.document.pk, document.pk],
             "file_version": ShareLink.FileVersion.ARCHIVE,
             "expiration_days": 7,
         }
@@ -101,8 +104,8 @@ class ShareLinkBundleAPITests(DirectoriesMixin, APITestCase):
         response = self.client.post(self.ENDPOINT, payload, format="json")
 
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
-        self.assertIn("document_ids", response.data)
+        self.assertIn(str(document.pk), str(response.data["document_ids"]))
-        perms_mock.assert_called()
+        self.assertFalse(ShareLinkBundle.objects.exists())
 
     @mock.patch("documents.views.build_share_link_bundle.apply_async")
     def test_rebuild_bundle_resets_state(self, delay_mock) -> None:

src/documents/views.py

@@ -174,6 +174,7 @@ from documents.permissions import TrashPermissions
 from documents.permissions import ViewDocumentsPermissions
 from documents.permissions import annotate_document_count_by_ids
 from documents.permissions import annotate_document_count_for_related_queryset
+from documents.permissions import documents_without_permitted_root
 from documents.permissions import get_document_count_filter_for_user
 from documents.permissions import get_objects_for_user_owner_aware
 from documents.permissions import has_global_statistics_permission
@@ -1550,13 +1551,16 @@ class DocumentViewSet(
     )
     def suggestions(self, request, pk=None):
         doc = get_object_or_404(
-            Document.objects.select_related("owner").prefetch_related("versions"),
+            Document.objects.select_related(
+                "owner",
+                "root_document__owner",
+            ).prefetch_related("versions"),
             pk=pk,
         )
         if request.user is not None and not has_perms_owner_aware(
             request.user,
             "change_document",
-            doc,
+            get_root_document(doc),
         ):
             return HttpResponseForbidden("Insufficient permissions")
 
@@ -1610,13 +1614,16 @@ class DocumentViewSet(
     @method_decorator(cache_control(no_cache=True))
     def ai_suggestions(self, request, pk=None):
         doc = get_object_or_404(
-            Document.objects.select_related("owner").prefetch_related("versions"),
+            Document.objects.select_related(
+                "owner",
+                "root_document__owner",
+            ).prefetch_related("versions"),
             pk=pk,
         )
         if request.user is not None and not has_perms_owner_aware(
             request.user,
             "change_document",
-            doc,
+            get_root_document(doc),
         ):
             return HttpResponseForbidden("Insufficient permissions")
 
@@ -1856,15 +1863,20 @@ class DocumentViewSet(
         currentUser = request.user
         try:
             doc = (
-                Document.objects.select_related("owner")
+                Document.objects.select_related("owner", "root_document__owner")
                 .prefetch_related("notes")
-                .only("pk", "owner__id")
+                .only(
+                    "pk",
+                    "owner__id",
+                    "root_document__id",
+                    "root_document__owner__id",
+                )
                 .get(pk=pk)
             )
             if currentUser is not None and not has_perms_owner_aware(
                 currentUser,
                 "view_document",
-                doc,
+                get_root_document(doc),
             ):
                 return HttpResponseForbidden("Insufficient permissions to view notes")
         except Document.DoesNotExist:
@@ -1886,7 +1898,7 @@ class DocumentViewSet(
                 if currentUser is not None and not has_perms_owner_aware(
                     currentUser,
                     "change_document",
-                    doc,
+                    get_root_document(doc),
                 ):
                     return HttpResponseForbidden(
                         "Insufficient permissions to create notes",
@@ -1929,7 +1941,7 @@ class DocumentViewSet(
             if currentUser is not None and not has_perms_owner_aware(
                 currentUser,
                 "change_document",
-                doc,
+                get_root_document(doc),
             ):
                 return HttpResponseForbidden("Insufficient permissions to delete notes")
 
@@ -1973,11 +1985,13 @@ class DocumentViewSet(
     def share_links(self, request, pk=None):
         currentUser = request.user
         try:
-            doc = Document.objects.select_related("owner").get(pk=pk)
+            doc = Document.objects.select_related("owner", "root_document__owner").get(
+                pk=pk,
+            )
             if currentUser is not None and not has_perms_owner_aware(
                 currentUser,
                 "change_document",
-                doc,
+                get_root_document(doc),
             ):
                 return HttpResponseForbidden(
                     "Insufficient permissions to add share link",
@@ -2008,10 +2022,11 @@ class DocumentViewSet(
         if not settings.AUDIT_LOG_ENABLED:
             return HttpResponseBadRequest("Audit log is disabled")
         try:
-            doc = Document.objects.get(pk=pk)
+            doc = Document.objects.select_related("root_document__owner").get(pk=pk)
+            root_doc = get_root_document(doc)
             if not request.user.has_perm("auditlog.view_logentry") or (
-                doc.owner is not None
+                root_doc.owner is not None
-                and doc.owner != request.user
+                and root_doc.owner != request.user
                 and not request.user.is_superuser
             ):
                 return HttpResponseForbidden(
@@ -2102,9 +2117,7 @@ class DocumentViewSet(
         documents = Document.objects.filter(pk__in=document_ids)
         if (
             request.user is not None
-            and documents.exclude(
+            and documents_without_permitted_root(documents, request.user).exists()
-                pk__in=permitted_document_ids(request.user),
-            ).exists()
         ):
             return HttpResponseForbidden("Insufficient permissions")
 
@@ -2430,11 +2443,17 @@ class ChatStreamingView(GenericAPIView[Any]):
 
         if doc_id:
             try:
-                document = Document.objects.get(id=doc_id)
+                document = Document.objects.select_related(
+                    "root_document__owner",
+                ).get(id=doc_id)
             except Document.DoesNotExist:
                 return HttpResponseBadRequest("Document not found")
 
-            if not has_perms_owner_aware(request.user, "view_document", document):
+            if not has_perms_owner_aware(
+                request.user,
+                "view_document",
+                get_root_document(document),
+            ):
                 return HttpResponseForbidden("Insufficient permissions")
 
             documents = Document.objects.filter(pk=document.pk)
@@ -3605,10 +3624,11 @@ class SelectionDataView(DocumentSelectionMixin, GenericAPIView[Any]):
             user=request.user,
             validated_data=serializer.validated_data,
         )
-        permitted_documents = Document.objects.filter(
+        documents = Document.objects.filter(pk__in=ids)
-            id__in=permitted_document_ids(request.user),
+        if (
-        )
+            documents.count() != len(ids)
-        if permitted_documents.filter(pk__in=ids).count() != len(ids):
+            or documents_without_permitted_root(documents, request.user).exists()
+        ):
             return HttpResponseForbidden("Insufficient permissions")
 
         correspondents = Correspondent.objects.annotate(
@@ -4790,19 +4810,23 @@ class ShareLinkBundleViewSet(PassUserMixin, ModelViewSet[ShareLinkBundle]):
                 },
             )
 
-        documents = list(documents_qs)
+        denied_id = (
-        permitted_ids = set(permitted_document_ids(request.user))
+            documents_without_permitted_root(documents_qs, request.user)
-        for document in documents:
+            .order_by("pk")
-            if document.pk not in permitted_ids:
+            .values_list("pk", flat=True)
-                raise ValidationError(
+            .first()
-                    {
+        )
-                        "document_ids": _(
+        if denied_id is not None:
-                            "Insufficient permissions to share document %(id)s.",
+            raise ValidationError(
-                        )
+                {
-                        % {"id": document.pk},
+                    "document_ids": _(
-                    },
+                        "Insufficient permissions to share document %(id)s.",
-                )
+                    )
+                    % {"id": denied_id},
+                },
+            )
 
+        documents = list(documents_qs)
         document_map = {document.pk: document for document in documents}
         ordered_documents = [document_map[doc_id] for doc_id in document_ids]
 
@@ -5587,6 +5611,23 @@ class TrashView(ListModelMixin, PassUserMixin):
     class _TrashPermittedObjectsFilter(PermittedObjectsFilter):
         include_granted = False
 
+        def filter_queryset(self, request, queryset, view):
+            if request.user.is_superuser or not request.user.is_active:
+                return super().filter_queryset(request, queryset, view)
+
+            # A version belongs to whoever owns its root
+            def owned_or_unowned(prefix: str) -> Q:
+                return Q(**{f"{prefix}owner": request.user}) | Q(
+                    **{f"{prefix}owner__isnull": True},
+                )
+
+            return queryset.filter(
+                (Q(root_document__isnull=True) & owned_or_unowned(""))
+                | (
+                    Q(root_document__isnull=False) & owned_or_unowned("root_document__")
+                ),
+            )
+
     filter_backends = (_TrashPermittedObjectsFilter,)
     pagination_class = StandardPagination
 
@@ -5616,12 +5657,11 @@ class TrashView(ListModelMixin, PassUserMixin):
             if doc_ids is not None
             else self.filter_queryset(self.get_queryset()).all()
         )
-        if docs.exclude(
+        if documents_without_permitted_root(
-            pk__in=permitted_document_ids(
+            docs,
-                request.user,
+            request.user,
-                perm="delete_document",
+            perm="delete_document",
-                include_deleted=True,
+            include_deleted=True,
-            ),
         ).exists():
             return HttpResponseForbidden("Insufficient permissions")
         action = serializer.validated_data.get("action")

src/locale/en_US/LC_MESSAGES/django.po

@@ -2,7 +2,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: paperless-ngx\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-10-05 16:26+0000\n"
+"POT-Creation-Date: 2026-10-06 15:12+0000\n"
 "PO-Revision-Date: 2022-02-17 04:17\n"
 "Last-Translator: \n"
 "Language-Team: English\n"
@@ -1941,25 +1941,8 @@ msgstr ""
 msgid "As a final step, please complete the following form:"
 msgstr ""
 
-#: documents/validators.py:24
-#, python-brace-format
-msgid "Unable to parse URI {value}, missing scheme"
-msgstr ""
-
-#: documents/validators.py:29
-#, python-brace-format
-msgid "Unable to parse URI {value}, missing net location or path"
-msgstr ""
-
 #: documents/validators.py:36
-msgid ""
+msgid ", "
-"URI scheme '{parts.scheme}' is not allowed. Allowed schemes: {', '."
-"join(allowed_schemes)}"
-msgstr ""
-
-#: documents/validators.py:45
-#, python-brace-format
-msgid "Unable to parse URI {value}"
 msgstr ""
 
 #: documents/views.py:336 documents/views.py:2729

src/paperless/tests/parsers/test_mail_parser_live.py

@@ -137,9 +137,20 @@ class TestNginxService:
     reason="No Gotenberg/Tika servers to test with",
 )
 class TestParserLive:
-    @staticmethod
+    # Rasterizer versions shift a few pixels, so compare perceptual hashes by
-    def imagehash(file: Path, hash_size: int = 18) -> str:
+    # Hamming distance (out of 18 * 18 = 324 bits) rather than for equality
-        return f"{average_hash(Image.open(file), hash_size)}"
+    MAX_HASH_DISTANCE = 8
+
+    @classmethod
+    def assert_thumbnails_similar(cls, generated: Path, expected: Path) -> None:
+        distance = average_hash(Image.open(generated), 18) - average_hash(
+            Image.open(expected),
+            18,
+        )
+        assert distance <= cls.MAX_HASH_DISTANCE, (
+            f"Thumbnail {generated} differs from {expected} by {distance} bits "
+            f"(max {cls.MAX_HASH_DISTANCE})"
+        )
 
     def test_get_thumbnail(
         self,
@@ -168,12 +179,7 @@ class TestParserLive:
         assert thumb.exists()
         assert thumb.is_file()
 
-        assert self.imagehash(thumb) == self.imagehash(
+        self.assert_thumbnails_similar(thumb, simple_txt_email_thumbnail_file)
-            simple_txt_email_thumbnail_file,
-        ), (
-            f"Created thumbnail {thumb} differs from expected file "
-            f"{simple_txt_email_thumbnail_file}"
-        )
 
     def test_tika_parse_successful(self, mail_parser: MailDocumentParser) -> None:
         """
@@ -255,7 +261,7 @@ class TestParserLive:
         THEN:
             - Gotenberg shall be called to generate the PDF
             - The archive PDF shall contain the expected content
-            - The generated thumbnail shall match the expected image hash
+            - The generated thumbnail shall be perceptually close to the expected image
         """
         util_call_with_backoff(mail_parser.parse, [html_email_file, "message/rfc822"])
 
@@ -272,14 +278,4 @@ class TestParserLive:
             html_email_file,
             "message/rfc822",
         )
-        generated_thumbnail_hash = self.imagehash(generated_thumbnail)
+        self.assert_thumbnails_similar(generated_thumbnail, html_email_thumbnail_file)
-
-        # The created PDF is not reproducible, but the converted image
-        # should always look the same
-        expected_hash = self.imagehash(html_email_thumbnail_file)
-
-        assert generated_thumbnail_hash == expected_hash, (
-            f"PDF thumbnail differs from expected. "
-            f"Generated: {generated_thumbnail}, "
-            f"Hash: {generated_thumbnail_hash} vs {expected_hash}"
-        )