Enhancement: support negative offset in scheduled workflows (#9746)

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shamoon 2025-05-11 13:04:46 -07:00 committed by GitHub
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7 changed files with 227 additions and 97 deletions

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@ -406,7 +406,8 @@ Currently, there are three events that correspond to workflow trigger 'types':
3. **Document Updated**: when a document is updated. Similar to 'added' events, triggers can include filtering by content matching,
tags, doc type, or correspondent.
4. **Scheduled**: a scheduled trigger that can be used to run workflows at a specific time. The date used can be either the document
added, created, updated date or you can specify a (date) custom field. You can also specify a day offset from the date.
added, created, updated date or you can specify a (date) custom field. You can also specify a day offset from the date (positive
offsets will trigger before the date, negative offsets will trigger after).
The following flow diagram illustrates the three document trigger types:

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@ -1284,19 +1284,19 @@
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@ -1319,19 +1319,19 @@
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@ -1357,11 +1357,11 @@
</context-group>
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@ -3691,7 +3691,7 @@
</context-group>
<context-group purpose="location">
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<trans-unit id="6457471243969293847" datatype="html">
@ -4115,7 +4115,7 @@
</context-group>
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<context context-type="linenumber">196</context>
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<trans-unit id="4754802869258527587" datatype="html">
@ -4133,7 +4133,7 @@
</context-group>
<context-group purpose="location">
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</context-group>
</trans-unit>
<trans-unit id="1519954996184640001" datatype="html">
@ -4645,381 +4645,388 @@
<source>Offset days</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">126</context>
<context context-type="linenumber">128</context>
</context-group>
</trans-unit>
<trans-unit id="1488741788768120127" datatype="html">
<source>Positive values will trigger the workflow before the date, negative values after.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">132</context>
</context-group>
</trans-unit>
<trans-unit id="3726450101884717309" datatype="html">
<source>Relative to</source>
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<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">129</context>
<context context-type="linenumber">137</context>
</context-group>
</trans-unit>
<trans-unit id="3878884308536053934" datatype="html">
<source>Custom field</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">133</context>
<context context-type="linenumber">141</context>
</context-group>
</trans-unit>
<trans-unit id="1088170562604583291" datatype="html">
<source>Custom field to use for date.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">133</context>
<context context-type="linenumber">141</context>
</context-group>
</trans-unit>
<trans-unit id="1011433830042635014" datatype="html">
<source>Recurring</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">139</context>
<context context-type="linenumber">147</context>
</context-group>
</trans-unit>
<trans-unit id="1421663004162437543" datatype="html">
<source>Trigger is recurring.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">139</context>
<context context-type="linenumber">147</context>
</context-group>
</trans-unit>
<trans-unit id="5937989815294159481" datatype="html">
<source>Recurring interval days</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">143</context>
<context context-type="linenumber">151</context>
</context-group>
</trans-unit>
<trans-unit id="722765958672682251" datatype="html">
<source>Repeat the trigger every n days.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">143</context>
<context context-type="linenumber">151</context>
</context-group>
</trans-unit>
<trans-unit id="8727727835543352574" datatype="html">
<source>Trigger for documents that match <x id="START_EMPHASISED_TEXT" ctype="x-em" equiv-text="&lt;em&gt;"/>all<x id="CLOSE_EMPHASISED_TEXT" ctype="x-em" equiv-text="&lt;/em&gt;"/> filters specified below.</source>
<context-group purpose="location">
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<context context-type="linenumber">148</context>
<context context-type="linenumber">156</context>
</context-group>
</trans-unit>
<trans-unit id="7467799586957602479" datatype="html">
<source>Filter filename</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">151</context>
<context context-type="linenumber">159</context>
</context-group>
</trans-unit>
<trans-unit id="3694878959415278689" datatype="html">
<source>Apply to documents that match this filename. Wildcards such as *.pdf or *invoice* are allowed. Case insensitive.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">151</context>
<context context-type="linenumber">159</context>
</context-group>
</trans-unit>
<trans-unit id="1473412958770421458" datatype="html">
<source>Filter sources</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">153</context>
<context context-type="linenumber">161</context>
</context-group>
</trans-unit>
<trans-unit id="6540860478788535250" datatype="html">
<source>Filter path</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">154</context>
<context context-type="linenumber">162</context>
</context-group>
</trans-unit>
<trans-unit id="5491897741674893121" datatype="html">
<source>Apply to documents that match this path. Wildcards specified as * are allowed. Case-normalized.&lt;/a&gt;</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">154</context>
<context context-type="linenumber">162</context>
</context-group>
</trans-unit>
<trans-unit id="7468453896129193641" datatype="html">
<source>Filter mail rule</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">155</context>
<context context-type="linenumber">163</context>
</context-group>
</trans-unit>
<trans-unit id="8663702115863339485" datatype="html">
<source>Apply to documents consumed via this mail rule.</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">155</context>
<context context-type="linenumber">163</context>
</context-group>
</trans-unit>
<trans-unit id="6840369584127435743" datatype="html">
<source>Content matching algorithm</source>
<context-group purpose="location">
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<context context-type="linenumber">158</context>
<context context-type="linenumber">166</context>
</context-group>
</trans-unit>
<trans-unit id="510635115034690805" datatype="html">
<source>Content matching pattern</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">160</context>
<context context-type="linenumber">168</context>
</context-group>
</trans-unit>
<trans-unit id="3484236514968690689" datatype="html">
<source>Has any of tags</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">169</context>
<context context-type="linenumber">177</context>
</context-group>
</trans-unit>
<trans-unit id="5281365940563983618" datatype="html">
<source>Has correspondent</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">170</context>
<context context-type="linenumber">178</context>
</context-group>
</trans-unit>
<trans-unit id="4806713133917046341" datatype="html">
<source>Has document type</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">171</context>
<context context-type="linenumber">179</context>
</context-group>
</trans-unit>
<trans-unit id="6417103744331194518" datatype="html">
<source>Action type</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">181</context>
<context context-type="linenumber">189</context>
</context-group>
</trans-unit>
<trans-unit id="6019822389883736115" datatype="html">
<source>Assign title</source>
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<context context-type="linenumber">186</context>
<context context-type="linenumber">194</context>
</context-group>
</trans-unit>
<trans-unit id="1098196422099517191" datatype="html">
<source>Can include some placeholders, see &lt;a target=&apos;_blank&apos; href=&apos;https://docs.paperless-ngx.com/usage/#workflows&apos;&gt;documentation&lt;/a&gt;.</source>
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<context context-type="linenumber">194</context>
</context-group>
</trans-unit>
<trans-unit id="6528897010417701530" datatype="html">
<source>Assign tags</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">187</context>
<context context-type="linenumber">195</context>
</context-group>
</trans-unit>
<trans-unit id="7198346314713788799" datatype="html">
<source>Assign storage path</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">190</context>
<context context-type="linenumber">198</context>
</context-group>
</trans-unit>
<trans-unit id="475685412372379925" datatype="html">
<source>Assign custom fields</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">191</context>
<context context-type="linenumber">199</context>
</context-group>
</trans-unit>
<trans-unit id="5057200219587080996" datatype="html">
<source>Assign owner</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">195</context>
<context context-type="linenumber">203</context>
</context-group>
</trans-unit>
<trans-unit id="1749184201773078639" datatype="html">
<source>Assign view permissions</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">197</context>
<context context-type="linenumber">205</context>
</context-group>
</trans-unit>
<trans-unit id="1744964187586405039" datatype="html">
<source>Assign edit permissions</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">216</context>
<context context-type="linenumber">224</context>
</context-group>
</trans-unit>
<trans-unit id="6236311670364192011" datatype="html">
<source>Remove tags</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">243</context>
<context context-type="linenumber">251</context>
</context-group>
</trans-unit>
<trans-unit id="7890599006071681081" datatype="html">
<source>Remove all</source>
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<context context-type="linenumber">244</context>
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<context context-type="linenumber">289</context>
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</trans-unit>
<trans-unit id="8636414563726517994" datatype="html">
<source>Remove correspondents</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">249</context>
<context context-type="linenumber">257</context>
</context-group>
</trans-unit>
<trans-unit id="5305293055593064952" datatype="html">
<source>Remove document types</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">255</context>
<context context-type="linenumber">263</context>
</context-group>
</trans-unit>
<trans-unit id="2400388879708187" datatype="html">
<source>Remove storage paths</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">261</context>
<context context-type="linenumber">269</context>
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</trans-unit>
<trans-unit id="4324304327041955720" datatype="html">
<source>Remove custom fields</source>
<context-group purpose="location">
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<context context-type="linenumber">267</context>
<context context-type="linenumber">275</context>
</context-group>
</trans-unit>
<trans-unit id="8367536502602515064" datatype="html">
<source>Remove owners</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">274</context>
<context context-type="linenumber">282</context>
</context-group>
</trans-unit>
<trans-unit id="3393772184866313281" datatype="html">
<source>Remove permissions</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">280</context>
<context context-type="linenumber">288</context>
</context-group>
</trans-unit>
<trans-unit id="3145629643370481114" datatype="html">
<source>View permissions</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">283</context>
<context context-type="linenumber">291</context>
</context-group>
</trans-unit>
<trans-unit id="1946660694635960249" datatype="html">
<source>Edit permissions</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">302</context>
<context context-type="linenumber">310</context>
</context-group>
</trans-unit>
<trans-unit id="8987736563240025468" datatype="html">
<source>Email subject</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">330</context>
<context context-type="linenumber">338</context>
</context-group>
</trans-unit>
<trans-unit id="8239445959209739142" datatype="html">
<source>Email body</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">331</context>
<context context-type="linenumber">339</context>
</context-group>
</trans-unit>
<trans-unit id="1222152280703048012" datatype="html">
<source>Email recipients</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">332</context>
<context context-type="linenumber">340</context>
</context-group>
</trans-unit>
<trans-unit id="7916910101279824329" datatype="html">
<source>Attach document</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">333</context>
<context context-type="linenumber">341</context>
</context-group>
</trans-unit>
<trans-unit id="5028001922785731600" datatype="html">
<source>Webhook url</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">341</context>
<context context-type="linenumber">349</context>
</context-group>
</trans-unit>
<trans-unit id="7491983459027245019" datatype="html">
<source>Use parameters for webhook body</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">343</context>
<context context-type="linenumber">351</context>
</context-group>
</trans-unit>
<trans-unit id="4078214298308732810" datatype="html">
<source>Send webhook payload as JSON</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">344</context>
<context context-type="linenumber">352</context>
</context-group>
</trans-unit>
<trans-unit id="6806149889743731985" datatype="html">
<source>Webhook params</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">347</context>
<context context-type="linenumber">355</context>
</context-group>
</trans-unit>
<trans-unit id="7089924379374330" datatype="html">
<source>Webhook body</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">349</context>
<context context-type="linenumber">357</context>
</context-group>
</trans-unit>
<trans-unit id="3829826512656746316" datatype="html">
<source>Webhook headers</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">351</context>
<context context-type="linenumber">359</context>
</context-group>
</trans-unit>
<trans-unit id="2114525789021600887" datatype="html">
<source>Include document</source>
<context-group purpose="location">
<context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.html</context>
<context context-type="linenumber">352</context>
<context context-type="linenumber">360</context>
</context-group>
</trans-unit>
<trans-unit id="4626030417479279989" datatype="html">

View File

@ -123,7 +123,15 @@
<p class="small" i18n>Set scheduled trigger offset and which date field to use.</p>
<div class="row">
<div class="col-4">
<pngx-input-number i18n-title title="Offset days" formControlName="schedule_offset_days" [showAdd]="false" [error]="error?.schedule_offset_days"></pngx-input-number>
<pngx-input-number
i18n-title
title="Offset days"
formControlName="schedule_offset_days"
[showAdd]="false"
[error]="error?.schedule_offset_days"
hint="Positive values will trigger the workflow before the date, negative values after."
i18n-hint
></pngx-input-number>
</div>
<div class="col-4">
<pngx-input-select i18n-title title="Relative to" formControlName="schedule_date_field" [items]="scheduleDateFieldOptions" [error]="error?.schedule_date_field"></pngx-input-select>

View File

@ -0,0 +1,22 @@
# Generated by Django 5.1.7 on 2025-04-15 19:18
from django.db import migrations
from django.db import models
class Migration(migrations.Migration):
dependencies = [
("documents", "1065_workflowaction_assign_custom_fields_values"),
]
operations = [
migrations.AlterField(
model_name="workflowtrigger",
name="schedule_offset_days",
field=models.IntegerField(
default=0,
help_text="The number of days to offset the schedule trigger by.",
verbose_name="schedule offset days",
),
),
]

View File

@ -1019,7 +1019,7 @@ class WorkflowTrigger(models.Model):
verbose_name=_("has this correspondent"),
)
schedule_offset_days = models.PositiveIntegerField(
schedule_offset_days = models.IntegerField(
_("schedule offset days"),
default=0,
help_text=_(

View File

@ -1,8 +1,8 @@
import datetime
import hashlib
import logging
import shutil
import uuid
from datetime import timedelta
from pathlib import Path
from tempfile import TemporaryDirectory
@ -357,7 +357,7 @@ def empty_trash(doc_ids=None):
if doc_ids is not None
else Document.deleted_objects.filter(
deleted_at__lt=timezone.localtime(timezone.now())
- timedelta(
- datetime.timedelta(
days=settings.EMPTY_TRASH_DELAY,
),
)
@ -397,6 +397,7 @@ def check_scheduled_workflows():
)
if scheduled_workflows.count() > 0:
logger.debug(f"Checking {len(scheduled_workflows)} scheduled workflows")
now = timezone.now()
for workflow in scheduled_workflows:
schedule_triggers = workflow.triggers.filter(
type=WorkflowTrigger.WorkflowTriggerType.SCHEDULED,
@ -404,31 +405,60 @@ def check_scheduled_workflows():
trigger: WorkflowTrigger
for trigger in schedule_triggers:
documents = Document.objects.none()
offset_td = timedelta(days=trigger.schedule_offset_days)
offset_td = datetime.timedelta(days=-trigger.schedule_offset_days)
threshold = now - offset_td
logger.debug(
f"Checking trigger {trigger} with offset {offset_td} against field: {trigger.schedule_date_field}",
f"Trigger {trigger.id}: checking if (date + {offset_td}) <= now ({now})",
)
match trigger.schedule_date_field:
case WorkflowTrigger.ScheduleDateField.ADDED:
documents = Document.objects.filter(
added__lt=timezone.now() - offset_td,
)
documents = Document.objects.filter(added__lte=threshold)
case WorkflowTrigger.ScheduleDateField.CREATED:
documents = Document.objects.filter(
created__lt=timezone.now() - offset_td,
)
documents = Document.objects.filter(created__lte=threshold)
case WorkflowTrigger.ScheduleDateField.MODIFIED:
documents = Document.objects.filter(
modified__lt=timezone.now() - offset_td,
)
documents = Document.objects.filter(modified__lte=threshold)
case WorkflowTrigger.ScheduleDateField.CUSTOM_FIELD:
cf_instances = CustomFieldInstance.objects.filter(
field=trigger.schedule_date_custom_field,
value_date__lt=timezone.now() - offset_td,
)
documents = Document.objects.filter(
id__in=cf_instances.values_list("document", flat=True),
# cap earliest date to avoid massive scans
earliest_date = now - datetime.timedelta(days=365)
if offset_td.days < -365:
logger.warning(
f"Trigger {trigger.id} has large negative offset ({offset_td.days}), "
f"limiting earliest scan date to {earliest_date}",
)
cf_filter_kwargs = {
"field": trigger.schedule_date_custom_field,
"value_date__isnull": False,
"value_date__lte": threshold,
"value_date__gte": earliest_date,
}
recent_cf_instances = CustomFieldInstance.objects.filter(
**cf_filter_kwargs,
)
matched_ids = [
cfi.document_id
for cfi in recent_cf_instances
if cfi.value_date
and (
timezone.make_aware(
datetime.datetime.combine(
cfi.value_date,
datetime.time.min,
),
)
+ offset_td
<= now
)
]
documents = Document.objects.filter(id__in=matched_ids)
if documents.count() > 0:
logger.debug(
f"Found {documents.count()} documents for trigger {trigger}",
@ -440,18 +470,18 @@ def check_scheduled_workflows():
workflow=workflow,
).order_by("-run_at")
if not trigger.schedule_is_recurring and workflow_runs.exists():
# schedule is non-recurring and the workflow has already been run
logger.debug(
f"Skipping document {document} for non-recurring workflow {workflow} as it has already been run",
)
continue
elif (
if (
trigger.schedule_is_recurring
and workflow_runs.exists()
and (
workflow_runs.last().run_at
> timezone.now()
- timedelta(
> now
- datetime.timedelta(
days=trigger.schedule_recurring_interval_days,
)
)

View File

@ -1336,6 +1336,8 @@ class TestWorkflows(
GIVEN:
- Existing workflow with SCHEDULED trigger against the created field and action that assigns owner
- Existing doc that matches the trigger
- Workflow set to trigger at (now - offset) = now - 1 day
- Document created date is 2 days ago trigger condition met
WHEN:
- Scheduled workflows are checked
THEN:
@ -1359,7 +1361,7 @@ class TestWorkflows(
w.save()
now = timezone.localtime(timezone.now())
created = now - timedelta(weeks=520)
created = now - timedelta(days=2)
doc = Document.objects.create(
title="sample test",
correspondent=self.c,
@ -1377,6 +1379,8 @@ class TestWorkflows(
GIVEN:
- Existing workflow with SCHEDULED trigger against the added field and action that assigns owner
- Existing doc that matches the trigger
- Workflow set to trigger at (now - offset) = now - 1 day
- Document added date is 365 days ago
WHEN:
- Scheduled workflows are checked
THEN:
@ -1418,6 +1422,8 @@ class TestWorkflows(
GIVEN:
- Existing workflow with SCHEDULED trigger against the modified field and action that assigns owner
- Existing doc that matches the trigger
- Workflow set to trigger at (now - offset) = now - 1 day
- Document modified date is mocked as sufficiently in the past
WHEN:
- Scheduled workflows are checked
THEN:
@ -1458,6 +1464,8 @@ class TestWorkflows(
GIVEN:
- Existing workflow with SCHEDULED trigger against a custom field and action that assigns owner
- Existing doc that matches the trigger
- Workflow set to trigger at (now - offset) = now - 1 day
- Custom field date is 2 days ago
WHEN:
- Scheduled workflows are checked
THEN:
@ -1502,6 +1510,7 @@ class TestWorkflows(
GIVEN:
- Existing workflow with SCHEDULED trigger
- Existing doc that has already had the workflow run
- Document created 2 days ago, workflow offset = 1 day trigger time = yesterday
WHEN:
- Scheduled workflows are checked
THEN:
@ -1552,6 +1561,7 @@ class TestWorkflows(
GIVEN:
- Existing workflow with SCHEDULED trigger and recurring interval of 7 days
- Workflow run date is 6 days ago
- Document created 40 days ago, offset = 30 trigger time = 10 days ago
WHEN:
- Scheduled workflows are checked
THEN:
@ -1600,6 +1610,58 @@ class TestWorkflows(
doc.refresh_from_db()
self.assertIsNone(doc.owner)
def test_workflow_scheduled_trigger_negative_offset(self):
"""
GIVEN:
- Existing workflow with SCHEDULED trigger and negative offset of -7 days (so 7 days after date)
- Custom field date initially set to 5 days ago trigger time = 2 days in future
- Then updated to 8 days ago trigger time = 1 day ago
WHEN:
- Scheduled workflows are checked for document with custom field date 8 days in the past
THEN:
- Workflow runs and document owner is updated
"""
trigger = WorkflowTrigger.objects.create(
type=WorkflowTrigger.WorkflowTriggerType.SCHEDULED,
schedule_offset_days=-7,
schedule_date_field=WorkflowTrigger.ScheduleDateField.CUSTOM_FIELD,
schedule_date_custom_field=self.cf1,
)
action = WorkflowAction.objects.create(
assign_title="Doc assign owner",
assign_owner=self.user2,
)
w = Workflow.objects.create(
name="Workflow 1",
order=0,
)
w.triggers.add(trigger)
w.actions.add(action)
w.save()
doc = Document.objects.create(
title="sample test",
correspondent=self.c,
original_filename="sample.pdf",
)
cfi = CustomFieldInstance.objects.create(
document=doc,
field=self.cf1,
value_date=timezone.now() - timedelta(days=5),
)
tasks.check_scheduled_workflows()
doc.refresh_from_db()
self.assertIsNone(doc.owner) # has not triggered yet
cfi.value_date = timezone.now() - timedelta(days=8)
cfi.save()
tasks.check_scheduled_workflows()
doc.refresh_from_db()
self.assertEqual(doc.owner, self.user2)
def test_workflow_enabled_disabled(self):
trigger = WorkflowTrigger.objects.create(
type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,