mirror of
https://github.com/paperless-ngx/paperless-ngx.git
synced 2025-12-14 01:21:14 -06:00
Feature: Workflows (#5121)
This commit is contained in:
435
src/documents/tests/test_api_workflows.py
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435
src/documents/tests/test_api_workflows.py
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import json
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from django.contrib.auth.models import Group
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from django.contrib.auth.models import User
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from rest_framework import status
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from rest_framework.test import APITestCase
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from documents.data_models import DocumentSource
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from documents.models import Correspondent
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from documents.models import CustomField
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from documents.models import DocumentType
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from documents.models import StoragePath
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from documents.models import Tag
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from documents.models import Workflow
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from documents.models import WorkflowAction
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from documents.models import WorkflowTrigger
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from documents.tests.utils import DirectoriesMixin
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from paperless_mail.models import MailAccount
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from paperless_mail.models import MailRule
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class TestApiWorkflows(DirectoriesMixin, APITestCase):
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ENDPOINT = "/api/workflows/"
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ENDPOINT_TRIGGERS = "/api/workflow_triggers/"
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ENDPOINT_ACTIONS = "/api/workflow_actions/"
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def setUp(self) -> None:
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super().setUp()
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user = User.objects.create_superuser(username="temp_admin")
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self.client.force_authenticate(user=user)
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self.user2 = User.objects.create(username="user2")
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self.user3 = User.objects.create(username="user3")
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self.group1 = Group.objects.create(name="group1")
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self.c = Correspondent.objects.create(name="Correspondent Name")
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self.c2 = Correspondent.objects.create(name="Correspondent Name 2")
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self.dt = DocumentType.objects.create(name="DocType Name")
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self.dt2 = DocumentType.objects.create(name="DocType Name 2")
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self.t1 = Tag.objects.create(name="t1")
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self.t2 = Tag.objects.create(name="t2")
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self.t3 = Tag.objects.create(name="t3")
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self.sp = StoragePath.objects.create(name="Storage Path 1", path="/test/")
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self.sp2 = StoragePath.objects.create(name="Storage Path 2", path="/test2/")
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self.cf1 = CustomField.objects.create(name="Custom Field 1", data_type="string")
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self.cf2 = CustomField.objects.create(
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name="Custom Field 2",
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data_type="integer",
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)
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self.trigger = WorkflowTrigger.objects.create(
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type=WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
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sources=f"{int(DocumentSource.ApiUpload)},{int(DocumentSource.ConsumeFolder)},{int(DocumentSource.MailFetch)}",
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filter_filename="*simple*",
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filter_path="*/samples/*",
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)
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self.action = WorkflowAction.objects.create(
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assign_title="Doc from {correspondent}",
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assign_correspondent=self.c,
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assign_document_type=self.dt,
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assign_storage_path=self.sp,
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assign_owner=self.user2,
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)
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self.action.assign_tags.add(self.t1)
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self.action.assign_tags.add(self.t2)
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self.action.assign_tags.add(self.t3)
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self.action.assign_view_users.add(self.user3.pk)
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self.action.assign_view_groups.add(self.group1.pk)
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self.action.assign_change_users.add(self.user3.pk)
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self.action.assign_change_groups.add(self.group1.pk)
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self.action.assign_custom_fields.add(self.cf1.pk)
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self.action.assign_custom_fields.add(self.cf2.pk)
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self.action.save()
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self.workflow = Workflow.objects.create(
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name="Workflow 1",
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order=0,
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)
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self.workflow.triggers.add(self.trigger)
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self.workflow.actions.add(self.action)
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self.workflow.save()
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def test_api_get_workflow(self):
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"""
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GIVEN:
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- API request to get all workflows
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WHEN:
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- API is called
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THEN:
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- Existing workflows are returned
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"""
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response = self.client.get(self.ENDPOINT, format="json")
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self.assertEqual(response.status_code, status.HTTP_200_OK)
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self.assertEqual(response.data["count"], 1)
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resp_workflow = response.data["results"][0]
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self.assertEqual(resp_workflow["id"], self.workflow.id)
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self.assertEqual(
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resp_workflow["actions"][0]["assign_correspondent"],
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self.action.assign_correspondent.pk,
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)
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def test_api_create_workflow(self):
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"""
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GIVEN:
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- API request to create a workflow, trigger and action separately
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WHEN:
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- API is called
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THEN:
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- Correct HTTP response
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- New workflow, trigger and action are created
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"""
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trigger_response = self.client.post(
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self.ENDPOINT_TRIGGERS,
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json.dumps(
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{
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"type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
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"sources": [DocumentSource.ApiUpload],
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"filter_filename": "*",
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},
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),
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content_type="application/json",
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)
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self.assertEqual(trigger_response.status_code, status.HTTP_201_CREATED)
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action_response = self.client.post(
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self.ENDPOINT_ACTIONS,
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json.dumps(
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{
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"assign_title": "Action Title",
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},
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),
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content_type="application/json",
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)
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self.assertEqual(action_response.status_code, status.HTTP_201_CREATED)
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response = self.client.post(
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self.ENDPOINT,
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json.dumps(
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{
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"name": "Workflow 2",
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"order": 1,
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"triggers": [
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{
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"id": trigger_response.data["id"],
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"sources": [DocumentSource.ApiUpload],
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"type": trigger_response.data["type"],
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"filter_filename": trigger_response.data["filter_filename"],
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},
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],
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"actions": [
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{
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"id": action_response.data["id"],
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"assign_title": action_response.data["assign_title"],
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},
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],
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_201_CREATED)
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self.assertEqual(Workflow.objects.count(), 2)
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def test_api_create_workflow_nested(self):
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"""
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GIVEN:
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- API request to create a workflow with nested trigger and action
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WHEN:
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- API is called
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THEN:
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- Correct HTTP response
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- New workflow, trigger and action are created
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"""
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response = self.client.post(
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self.ENDPOINT,
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json.dumps(
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{
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"name": "Workflow 2",
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"order": 1,
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"triggers": [
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{
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"sources": [DocumentSource.ApiUpload],
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"type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
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"filter_filename": "*",
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"filter_path": "*/samples/*",
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"filter_has_tags": [self.t1.id],
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"filter_has_document_type": self.dt.id,
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"filter_has_correspondent": self.c.id,
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},
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],
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"actions": [
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{
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"assign_title": "Action Title",
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"assign_tags": [self.t2.id],
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"assign_document_type": self.dt2.id,
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"assign_correspondent": self.c2.id,
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"assign_storage_path": self.sp2.id,
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"assign_owner": self.user2.id,
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"assign_view_users": [self.user2.id],
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"assign_view_groups": [self.group1.id],
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"assign_change_users": [self.user2.id],
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"assign_change_groups": [self.group1.id],
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"assign_custom_fields": [self.cf2.id],
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},
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],
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_201_CREATED)
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self.assertEqual(Workflow.objects.count(), 2)
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def test_api_create_invalid_workflow_trigger(self):
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"""
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GIVEN:
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- API request to create a workflow trigger
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- Neither type or file name nor path filter are specified
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WHEN:
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- API is called
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THEN:
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- Correct HTTP 400 response
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- No objects are created
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"""
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response = self.client.post(
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self.ENDPOINT_TRIGGERS,
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json.dumps(
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{
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"sources": [DocumentSource.ApiUpload],
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
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response = self.client.post(
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self.ENDPOINT_TRIGGERS,
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json.dumps(
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{
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"type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
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"sources": [DocumentSource.ApiUpload],
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
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self.assertEqual(WorkflowTrigger.objects.count(), 1)
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def test_api_create_workflow_trigger_action_empty_fields(self):
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"""
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GIVEN:
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- API request to create a workflow trigger and action
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- Path or filename filter or assign title are empty string
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WHEN:
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- API is called
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THEN:
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- Template is created but filter or title assignment is not set if ""
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"""
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response = self.client.post(
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self.ENDPOINT_TRIGGERS,
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json.dumps(
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{
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"type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
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"sources": [DocumentSource.ApiUpload],
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"filter_filename": "*test*",
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"filter_path": "",
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_201_CREATED)
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trigger = WorkflowTrigger.objects.get(id=response.data["id"])
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self.assertEqual(trigger.filter_filename, "*test*")
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self.assertIsNone(trigger.filter_path)
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response = self.client.post(
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self.ENDPOINT_ACTIONS,
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json.dumps(
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{
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"assign_title": "",
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_201_CREATED)
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action = WorkflowAction.objects.get(id=response.data["id"])
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self.assertIsNone(action.assign_title)
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response = self.client.post(
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self.ENDPOINT_TRIGGERS,
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json.dumps(
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{
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"type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
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"sources": [DocumentSource.ApiUpload],
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"filter_filename": "",
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"filter_path": "*/test/*",
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_201_CREATED)
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trigger2 = WorkflowTrigger.objects.get(id=response.data["id"])
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self.assertEqual(trigger2.filter_path, "*/test/*")
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self.assertIsNone(trigger2.filter_filename)
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def test_api_create_workflow_trigger_with_mailrule(self):
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"""
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GIVEN:
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- API request to create a workflow trigger with a mail rule but no MailFetch source
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WHEN:
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- API is called
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THEN:
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- New trigger is created with MailFetch as source
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"""
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account1 = MailAccount.objects.create(
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name="Email1",
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username="username1",
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password="password1",
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imap_server="server.example.com",
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imap_port=443,
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imap_security=MailAccount.ImapSecurity.SSL,
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character_set="UTF-8",
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)
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rule1 = MailRule.objects.create(
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name="Rule1",
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account=account1,
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folder="INBOX",
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filter_from="from@example.com",
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filter_to="someone@somewhere.com",
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filter_subject="subject",
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filter_body="body",
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filter_attachment_filename_include="file.pdf",
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maximum_age=30,
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action=MailRule.MailAction.MARK_READ,
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assign_title_from=MailRule.TitleSource.FROM_SUBJECT,
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assign_correspondent_from=MailRule.CorrespondentSource.FROM_NOTHING,
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order=0,
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attachment_type=MailRule.AttachmentProcessing.ATTACHMENTS_ONLY,
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)
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response = self.client.post(
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self.ENDPOINT_TRIGGERS,
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json.dumps(
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{
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"type": WorkflowTrigger.WorkflowTriggerType.CONSUMPTION,
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"sources": [DocumentSource.ApiUpload],
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"filter_mailrule": rule1.pk,
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_201_CREATED)
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self.assertEqual(WorkflowTrigger.objects.count(), 2)
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trigger = WorkflowTrigger.objects.get(id=response.data["id"])
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self.assertEqual(trigger.sources, [int(DocumentSource.MailFetch).__str__()])
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def test_api_update_workflow_nested_triggers_actions(self):
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"""
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GIVEN:
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- Existing workflow with trigger and action
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WHEN:
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- API request to update an existing workflow with nested triggers actions
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THEN:
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- Triggers and actions are updated
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"""
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response = self.client.patch(
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f"{self.ENDPOINT}{self.workflow.id}/",
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json.dumps(
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{
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"name": "Workflow Updated",
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"order": 1,
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"triggers": [
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{
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"type": WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
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"filter_has_tags": [self.t1.id],
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"filter_has_correspondent": self.c.id,
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"filter_has_document_type": self.dt.id,
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},
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],
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"actions": [
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{
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"assign_title": "Action New Title",
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},
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],
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_200_OK)
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workflow = Workflow.objects.get(id=response.data["id"])
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self.assertEqual(workflow.name, "Workflow Updated")
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self.assertEqual(workflow.triggers.first().filter_has_tags.first(), self.t1)
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self.assertEqual(workflow.actions.first().assign_title, "Action New Title")
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def test_api_auto_remove_orphaned_triggers_actions(self):
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"""
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GIVEN:
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- Existing trigger and action
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WHEN:
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- API request is made which creates new trigger / actions
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THEN:
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- "Orphaned" triggers and actions are removed
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"""
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response = self.client.patch(
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f"{self.ENDPOINT}{self.workflow.id}/",
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json.dumps(
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{
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"name": "Workflow Updated",
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"order": 1,
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"triggers": [
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{
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"type": WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
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"filter_has_tags": [self.t1.id],
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"filter_has_correspondent": self.c.id,
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"filter_has_document_type": self.dt.id,
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},
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],
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"actions": [
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{
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"assign_title": "Action New Title",
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},
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],
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},
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),
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content_type="application/json",
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)
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self.assertEqual(response.status_code, status.HTTP_200_OK)
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workflow = Workflow.objects.get(id=response.data["id"])
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self.assertEqual(WorkflowTrigger.objects.all().count(), 1)
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self.assertNotEqual(workflow.triggers.first().id, self.trigger.id)
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self.assertEqual(WorkflowAction.objects.all().count(), 1)
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self.assertNotEqual(workflow.actions.first().id, self.action.id)
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