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Merge branch 'dev' into feature-autocolor

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jonaswinkler 2021-02-24 23:10:59 +01:00
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7
.dockerignore
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@ -1,3 +1,4 @@
**/__pycache__
/src-ui/.vscode
/src-ui/node_modules
/src-ui/dist
@ -10,3 +11,9 @@
.pytest_cache
/dist
/scripts
/resources
**/tests
**/*.spec.ts
**/htmlcov
/src/.pytest_cache
.idea

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.github/ISSUE_TEMPLATE/bug_report.md vendored Normal file
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---
name: Bug report
about: Something is not working
title: "[BUG] Concise description of the issue"
labels: ''
assignees: ''
---
<!---
=> Before opening an issue, please check the documentation and see if it helps you resolve your issue: https://paperless-ng.readthedocs.io/en/latest/troubleshooting.html
=> Please also make sure that you followed the installation instructions.
=> Please search the issues and look for similar issues before opening a bug report.
=> If you would like to submit a feature request please submit one under https://github.com/jonaswinkler/paperless-ng/discussions/categories/feature-requests
=> If you encounter issues while installing of configuring Paperless-ng, please post that in the "Support" section of the discussions. Remember that Paperless successfully runs on a variety of different systems. If paperless does not start, it's probably an issue with your system, and not an issue of paperless.
=> Don't remove the [BUG] prefix from the title.
-->
**Describe the bug**
A clear and concise description of what the bug is.
**To Reproduce**
Steps to reproduce the behavior:
1. Go to '...'
2. Click on '....'
3. Scroll down to '....'
4. See error
**Expected behavior**
A clear and concise description of what you expected to happen.
**Screenshots**
If applicable, add screenshots to help explain your problem.
**Webserver logs**
```
If available, post any logs from the web server related to your issue.
```
**Relevant information**
- Host OS of the machine running paperless: [e.g. Archlinux / Ubuntu 20.04]
- Browser [e.g. chrome, safari]
- Version [e.g. 1.0.0]
- Installation method: [docker / bare metal]
- Any configuration changes you made in `docker-compose.yml`, `docker-compose.env` or `paperless.conf`.

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---
name: Other
about: Anything that is not a feature request or bug.
title: "[Other] Title of your issue"
labels: ''
assignees: ''
---
<!--
=> Discussions, Feedback and other suggestions belong in the "Discussion" section and not on the issue tracker.
=> If you would like to submit a feature request please submit one under https://github.com/jonaswinkler/paperless-ng/discussions/categories/feature-requests
=> If you encounter issues while installing of configuring Paperless-ng, please post that in the "Support" section of the discussions. Remember that Paperless successfully runs on a variety of different systems. If paperless does not start, it's probably is an issue with your system, and not an issue of paperless.
=> Don't remove the [Other] prefix from the title.
-->

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---
name: Ansible Role
on:
push:
branches-ignore:
- 'translations**'
pull_request:
branches-ignore:
- 'translations**'
jobs:
# https://molecule.readthedocs.io/en/latest/ci.html#github-actions
test:
runs-on: ubuntu-latest
steps:
- name: Check out the codebase
uses: actions/checkout@v2
if: github.event_name != 'pull_request'
with:
path: "${{ github.repository }}"
- name: Check out the codebase
uses: actions/checkout@v2
if: github.event_name == 'pull_request'
with:
# merge commit is not available from tree at this point in time
# https://github.com/actions/checkout#checkout-pull-request-head-commit-instead-of-merge-commit
ref: "${{ github.event.pull_request.head.sha }}"
path: "${{ github.repository }}"
- name: Set up Python
uses: actions/setup-python@v2
- name: Set up Docker
uses: docker-practice/actions-setup-docker@master
- name: Install dependencies
run: |
python3 -m pip install --upgrade pip
python3 -m pip install molecule[ansible,docker] jmespath
ansible --version
docker --version
molecule --version
python --version
- name: Test installation/build/upgrade with molecule
run: |
cd ansible
molecule create
molecule verify
molecule converge
molecule idempotence
molecule verify
molecule destroy
working-directory: "${{ github.repository }}"
# # https://galaxy.ansible.com/docs/contributing/importing.html
# release:
# runs-on: ubuntu-latest
# needs:
# - test
# # https://docs.github.com/en/free-pro-team@latest/actions/reference/context-and-expression-syntax-for-github-actions#github-context
# if: contains(github.ref, 'refs/tags/')
# steps:
# - name: Check out the codebase
# uses: actions/checkout@v2
# with:
# path: "${{ github.repository }}"
# - name: Set up Python
# uses: actions/setup-python@v2
# - name: Install dependencies
# run: |
# python3 -m pip install --upgrade ansible-base
# ansible --version
# python --version
# - name: Trigger a new import on Galaxy
# # TODO Check if source if pulled from cwd or imported from github
# # https://github.com/ansible/ansible/blob/devel/lib/ansible/cli/galaxy.py
# run: |
# cd ansible
# ansible-galaxy role import --api-key ${{ secrets.GALAXY_API_KEY }} $(echo ${{ github.repository }} | cut -d/ -f1) $(echo ${{ github.repository }} | cut -d/ -f2)
# working-directory: "${{ github.repository }}"

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name: ci
on:
push:
tags: ng-*
branches-ignore:
- 'translations**'
pull_request:
branches-ignore:
- 'translations**'
jobs:
documentation:
runs-on: ubuntu-20.04
steps:
-
name: Checkout
uses: actions/checkout@v2
-
name: Set up Python
uses: actions/setup-python@v2
with:
python-version: 3.7
-
name: Get pip cache dir
id: pip-cache
run: |
echo "::set-output name=dir::$(pip cache dir)"
-
name: Persistent Github pip cache
uses: actions/cache@v2
with:
path: ${{ steps.pip-cache.outputs.dir }}
key: ${{ runner.os }}-pip3.8}
-
name: Install dependencies
run: |
pip install --upgrade pipenv
pipenv install --system --dev --ignore-pipfile
-
name: Make documentation
run: |
cd docs/
make html
-
name: Upload artifact
uses: actions/upload-artifact@v2
with:
name: documentation
path: docs/_build/html/
codestyle:
runs-on: ubuntu-20.04
steps:
-
name: Checkout
uses: actions/checkout@v2
-
name: Set up Python
uses: actions/setup-python@v2
with:
python-version: 3.7
-
name: Get pip cache dir
id: pip-cache
run: |
echo "::set-output name=dir::$(pip cache dir)"
-
name: Persistent Github pip cache
uses: actions/cache@v2
with:
path: ${{ steps.pip-cache.outputs.dir }}
key: ${{ runner.os }}-pip${{ matrix.python-version }}
-
name: Install dependencies
run: |
pip install --upgrade pipenv
pipenv install --system --dev --ignore-pipfile
-
name: Codestyle
run: |
cd src/
pycodestyle
tests:
runs-on: ubuntu-20.04
strategy:
matrix:
python-version: ['3.6', '3.7', '3.8', '3.9']
fail-fast: false
steps:
-
name: Checkout
uses: actions/checkout@v2
-
name: Set up Python
uses: actions/setup-python@v2
with:
python-version: "${{ matrix.python-version }}"
-
name: Get pip cache dir
id: pip-cache
run: |
echo "::set-output name=dir::$(pip cache dir)"
-
name: Persistent Github pip cache
uses: actions/cache@v2
with:
path: ${{ steps.pip-cache.outputs.dir }}
key: ${{ runner.os }}-pip${{ matrix.python-version }}
-
name: Install dependencies
run: |
sudo apt-get update -qq
sudo apt-get install -qq --no-install-recommends unpaper tesseract-ocr imagemagick ghostscript optipng
pip install --upgrade pipenv
pipenv install --system --dev --ignore-pipfile
-
name: Tests
run: |
cd src/
pytest
-
name: Publish coverage results
if: matrix.python-version == '3.8'
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
# https://github.com/coveralls-clients/coveralls-python/issues/251
run: |
cd src/
coveralls --service=github
frontend:
runs-on: ubuntu-20.04
steps:
-
name: Checkout
uses: actions/checkout@v2
-
uses: actions/setup-node@v2
with:
node-version: '15'
-
name: Configure version on dev branches
if: startsWith(github.ref, 'refs/heads/feature-') || github.ref == 'refs/heads/dev'
run: |
git_hash=$(git rev-parse --short "$GITHUB_SHA")
git_branch=${GITHUB_REF#refs/heads/}
sed -i -E "s/version: \"(.*)\"/version: \"${git_branch} ${git_hash}\"/g" src-ui/src/environments/environment.prod.ts
-
name: Build frontend
run: ./compile-frontend.sh
-
name: Upload artifact
uses: actions/upload-artifact@v2
with:
name: frontend-compiled
path: src/documents/static/frontend/
build-release:
needs: [frontend, documentation, tests, codestyle]
runs-on: ubuntu-20.04
steps:
-
name: Checkout
uses: actions/checkout@v2
-
name: Set up Python
uses: actions/setup-python@v2
with:
python-version: 3.7
-
name: Install dependencies
run: |
sudo apt-get update -qq
sudo apt-get install -qq --no-install-recommends gettext liblept5
pip3 install -r requirements.txt
-
name: Download frontend artifact
uses: actions/download-artifact@v2
with:
name: frontend-compiled
path: src/documents/static/frontend/
-
name: Download documentation artifact
uses: actions/download-artifact@v2
with:
name: documentation
path: docs/_build/html/
-
name: Move files
run: |
mkdir dist
mkdir dist/paperless-ng
mkdir dist/paperless-ng/scripts
cp .dockerignore .env Dockerfile Pipfile Pipfile.lock LICENSE README.md requirements.txt dist/paperless-ng/
cp paperless.conf.example dist/paperless-ng/paperless.conf
cp gunicorn.conf.py dist/paperless-ng/gunicorn.conf.py
cp docker/ dist/paperless-ng/docker -r
cp scripts/*.service scripts/*.sh dist/paperless-ng/scripts/
cp src/ dist/paperless-ng/src -r
cp docs/_build/html/ dist/paperless-ng/docs -r
-
name: Compile messages
run: |
cd dist/paperless-ng/src
python3 manage.py compilemessages
-
name: Collect static files
run: |
cd dist/paperless-ng/src
python3 manage.py collectstatic --no-input
-
name: Make release package
run: |
cd dist
find . -name __pycache__ | xargs rm -r
tar -cJf paperless-ng.tar.xz paperless-ng/
-
name: Upload release artifact
uses: actions/upload-artifact@v2
with:
name: release
path: dist/paperless-ng.tar.xz
publish-release:
runs-on: ubuntu-latest
needs: build-release
if: contains(github.ref, 'refs/tags/ng-')
steps:
-
name: Download release artifact
uses: actions/download-artifact@v2
with:
name: release
path: ./
-
name: Get version
id: get_version
run: |
echo ::set-output name=version::${GITHUB_REF#refs/tags/ng-}
-
name: Create release
id: create_release
uses: actions/create-release@v1
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
with:
tag_name: ng-${{ steps.get_version.outputs.version }}
release_name: Paperless-ng ${{ steps.get_version.outputs.version }}
draft: false
prerelease: false
body: |
For a complete list of changes, see the changelog at https://paperless-ng.readthedocs.io/en/latest/changelog.html.
-
name: Upload release archive
id: upload-release-asset
uses: actions/upload-release-asset@v1
env:
GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
with:
upload_url: ${{ steps.create_release.outputs.upload_url }} # This pulls from the CREATE RELEASE step above, referencing it's ID to get its outputs object, which include a `upload_url`. See this blog post for more info: https://jasonet.co/posts/new-features-of-github-actions/#passing-data-to-future-steps
asset_path: ./paperless-ng.tar.xz
asset_name: paperless-ng-${{ steps.get_version.outputs.version }}.tar.xz
asset_content_type: application/x-xz
# build and push image to docker hub.
build-docker-image:
if: github.event_name == 'push' && (startsWith(github.ref, 'refs/heads/feature-') || github.ref == 'refs/heads/dev' || startsWith(github.ref, 'refs/tags/ng-'))
runs-on: ubuntu-latest
needs: [frontend, tests, codestyle]
steps:
-
name: Prepare
id: prepare
run: |
IMAGE_NAME=jonaswinkler/paperless-ng
if [[ $GITHUB_REF == refs/tags/ng-* ]]; then
TAGS=${IMAGE_NAME}:${GITHUB_REF#refs/tags/ng-},${IMAGE_NAME}:latest
INSPECT_TAG=${IMAGE_NAME}:latest
elif [[ $GITHUB_REF == refs/heads/* ]]; then
TAGS=${IMAGE_NAME}:${GITHUB_REF#refs/heads/}
INSPECT_TAG=${TAGS}
else
exit 1
fi
echo ::set-output name=tags::${TAGS}
echo ::set-output name=inspect_tag::${INSPECT_TAG}
-
name: Checkout
uses: actions/checkout@v2
-
name: Download frontend artifact
uses: actions/download-artifact@v2
with:
name: frontend-compiled
path: src/documents/static/frontend/
-
name: Set up Docker Buildx
uses: docker/setup-buildx-action@v1
-
name: Set up QEMU
uses: docker/setup-qemu-action@v1
-
name: Cache Docker layers
uses: actions/cache@v2
with:
path: /tmp/.buildx-cache
key: ${{ runner.os }}-buildx-${{ github.sha }}
restore-keys: |
${{ runner.os }}-buildx-
-
name: Login to DockerHub
uses: docker/login-action@v1
with:
username: ${{ secrets.DOCKER_USERNAME }}
password: ${{ secrets.DOCKER_PASSWORD }}
-
name: Build and push
uses: docker/build-push-action@v2
with:
context: .
file: ./Dockerfile
platforms: linux/amd64,linux/arm/v7,linux/arm64
push: true
tags: ${{ steps.prepare.outputs.tags }}
cache-from: type=local,src=/tmp/.buildx-cache
cache-to: type=local,dest=/tmp/.buildx-cache
-
name: Inspect image
run: |
docker buildx imagetools inspect ${{ steps.prepare.outputs.inspect_tag }}

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.gitignore vendored
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@ -65,8 +65,8 @@ target/
.virtualenv
virtualenv
/venv
docker-compose.env
docker-compose.yml
/docker-compose.env
/docker-compose.yml
# Used for development
scripts/import-for-development
@ -85,3 +85,4 @@ scripts/nuke
# this is where the compiled frontend is moved to.
/src/documents/static/frontend/
/docs/.vscode/settings.json

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@ -0,0 +1,16 @@
# .readthedocs.yml
# Read the Docs configuration file
# See https://docs.readthedocs.io/en/stable/config-file/v2.html for details
# Required
version: 2
# Build documentation in the docs/ directory with Sphinx
sphinx:
configuration: docs/conf.py
# Optionally set the version of Python and requirements required to build your docs
python:
version: 3.7
install:
- requirements: docs/requirements.txt

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.travis.yml
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@ -1,51 +0,0 @@
language: python
dist: focal
os: linux
jobs:
include:
- name: "Paperless on Python 3.6"
python: "3.6"
- name: "Paperless on Python 3.7"
python: "3.7"
- name: "Paperless on Python 3.8"
python: "3.8"
- name: "Documentation"
script:
- cd docs/
- make html
after_success: true
- name: "Front end"
language: node_js
node_js:
- 15
before_install: true
install:
- cd src-ui/
- npm install -g @angular/cli
- npm install
script:
- ng build --prod
after_success: true
before_install:
- sudo apt-get update -qq
- sudo apt-get install -qq libpoppler-cpp-dev unpaper tesseract-ocr imagemagick ghostscript optipng
install:
- pip install --upgrade pipenv
- pipenv install --system --dev
script:
- cd src/
- pipenv run pytest --cov
- pipenv run pycodestyle
after_success:
- pipenv run coveralls

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CONTRIBUTING.md
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@ -9,11 +9,11 @@ If you want to implement something big: Please start a discussion about that in
## Python
Use python 3.6 for development. Paperless supports python 3.6, 3.7 and 3.8.
Paperless supports python 3.6, 3.7, 3.8 and 3.9.
## Branches
master always reflects the latest release.
master always reflects the latest release. Apart from changes to the documentation or readme, absolutely no functional changes on this branch in between releases.
dev contains all changes that will be part of the next release. Use this branch to start making your changes.
@ -24,3 +24,7 @@ feature-X branches is for experimental stuff that will eventually be merged into
I'm trying to get most of paperless tested, so please do the same for your code! I know its a hassle, but it makes sure that your code works now and will allow us to detect regressions easily.
To test your code, execute `pytest` in the src/ directory. Executing that in the project root is no good. This also generates a html coverage report, which you can use to see if you missed anything important during testing.
## More info:
... is available in the documentation. https://paperless-ng.readthedocs.io/en/latest/extending.html

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FROM ubuntu:20.04 AS jbig2enc
WORKDIR /usr/src/jbig2enc
RUN apt-get update && apt-get install -y --no-install-recommends build-essential automake libtool libleptonica-dev zlib1g-dev git ca-certificates
RUN git clone https://github.com/agl/jbig2enc .
RUN ./autogen.sh
RUN ./configure && make
FROM python:3.7-slim
# Binary dependencies
RUN apt-get update \
&& apt-get -y --no-install-recommends install \
# Basic dependencies
curl \
file \
# fonts for text file thumbnail generation
fonts-liberation \
# for making translations further down
gettext \
gnupg \
imagemagick \
# for Numpy
libatlas-base-dev \
libxslt1-dev \
mime-support \
# thumbnail size reduction
optipng \
sudo \
tzdata \
# OCRmyPDF dependencies
ghostscript \
icc-profiles-free \
liblept5 \
libxml2 \
pngquant \
qpdf \
tesseract-ocr \
tesseract-ocr-eng \
tesseract-ocr-deu \
tesseract-ocr-fra \
tesseract-ocr-ita \
tesseract-ocr-spa \
unpaper \
zlib1g \
# This pulls in updated dependencies from bullseye to fix some issues with file type detection.
# TODO: Remove this once bullseye releases.
&& echo "deb http://deb.debian.org/debian bullseye main" > /etc/apt/sources.list.d/bullseye.list \
&& apt-get update \
&& apt-get install --no-install-recommends -y file libmagic-dev \
&& rm -rf /var/lib/apt/lists/* \
&& rm /etc/apt/sources.list.d/bullseye.list
# copy jbig2enc
COPY --from=jbig2enc /usr/src/jbig2enc/src/.libs/libjbig2enc* /usr/local/lib/
COPY --from=jbig2enc /usr/src/jbig2enc/src/jbig2 /usr/local/bin/
COPY --from=jbig2enc /usr/src/jbig2enc/src/*.h /usr/local/include/
WORKDIR /usr/src/paperless/src/
COPY requirements.txt ../
# Python dependencies
RUN apt-get update \
&& apt-get -y --no-install-recommends install \
build-essential \
libpq-dev \
libqpdf-dev \
&& python3 -m pip install --upgrade --no-cache-dir supervisor \
&& python3 -m pip install --no-cache-dir -r ../requirements.txt \
&& apt-get -y purge build-essential libqpdf-dev \
&& apt-get -y autoremove --purge \
&& rm -rf /var/lib/apt/lists/*
# setup docker-specific things
COPY docker/ ./docker/
RUN cd docker \
&& cp imagemagick-policy.xml /etc/ImageMagick-6/policy.xml \
&& mkdir /var/log/supervisord /var/run/supervisord \
&& cp supervisord.conf /etc/supervisord.conf \
&& cp docker-entrypoint.sh /sbin/docker-entrypoint.sh \
&& chmod 755 /sbin/docker-entrypoint.sh \
&& chmod +x install_management_commands.sh \
&& ./install_management_commands.sh \
&& cd .. \
&& rm docker -rf
COPY gunicorn.conf.py ../
# copy app
COPY src/ ./
# add users, setup scripts
RUN addgroup --gid 1000 paperless \
&& useradd --uid 1000 --gid paperless --home-dir /usr/src/paperless paperless \
&& chown -R paperless:paperless ../ \
&& sudo -HEu paperless python3 manage.py collectstatic --clear --no-input \
&& sudo -HEu paperless python3 manage.py compilemessages
VOLUME ["/usr/src/paperless/data", "/usr/src/paperless/media", "/usr/src/paperless/consume", "/usr/src/paperless/export"]
ENTRYPOINT ["/sbin/docker-entrypoint.sh"]
EXPOSE 8000
CMD ["/usr/local/bin/supervisord", "-c", "/etc/supervisord.conf"]
LABEL maintainer="Jonas Winkler <dev@jpwinkler.de>"

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Pipfile
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@ -8,9 +8,6 @@ url = "https://www.piwheels.org/simple"
verify_ssl = true
name = "piwheels"
[requires]
python_version = "3.6"
[packages]
dateparser = "~=0.7.6"
django = "~=3.1.3"
@ -19,27 +16,45 @@ django-extensions = "*"
django-filter = "~=2.4.0"
django-q = "~=1.3.4"
djangorestframework = "~=3.12.2"
fuzzywuzzy = "*"
filelock = "*"
fuzzywuzzy = {extras = ["speedup"], version = "*"}
gunicorn = "*"
imap-tools = "*"
langdetect = "*"
pdftotext = "*"
# numpy 1.20.0 drops python 3.6 support
numpy = "~=1.19.5"
pathvalidate = "*"
pillow = "*"
# pinned to 8.1.0, since aarch64 wheels might not be available beyond that https://github.com/python-pillow/Pillow/issues/5202
pillow = "==8.1.0"
pikepdf = "~=2.5.0"
python-gnupg = "*"
python-dotenv = "*"
python-dateutil = "*"
python-Levenshtein = "*"
python-magic = "*"
psycopg2-binary = "*"
redis = "*"
scikit-learn="~=0.23.2"
# Pinned because aarch64 wheels and updates cause warnings when loading the classifier model.
scikit-learn="==0.24.0"
# Prevent scipy updates because 1.6 is incompatible with python 3.6
scipy="~=1.5.4"
whitenoise = "~=5.2.0"
watchdog = "*"
watchdog = "~=1.0.0"
whoosh="~=2.7.4"
inotifyrecursive = ">=0.3.4"
ocrmypdf = "*"
inotifyrecursive = "~=0.3.4"
ocrmypdf = "~=11.6"
tqdm = "*"
tika = "*"
# TODO: This will sadly also install daphne+dependencies,
# which an ASGI server we don't need. Adds about 15MB image size.
channels = "~=3.0"
channels-redis = "*"
uvicorn = {extras = ["standard"], version = "*"}
concurrent-log-handler = "*"
# uvloop 0.15+ incompatible with python 3.6
uvloop = "~=0.14.0"
# TODO: keep an eye on piwheel builds and update this once available (https://www.piwheels.org/project/cryptography/)
cryptography = "~=3.3.2"
"pdfminer.six" = "*"
colorhash = "*"
[dev-packages]
@ -52,6 +67,6 @@ pytest-django = "*"
pytest-env = "*"
pytest-sugar = "*"
pytest-xdist = "*"
sphinx = "~=3.3"
sphinx = "~=3.4.2"
sphinx_rtd_theme = "*"
tox = "*"

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README.md
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@ -1,76 +1,71 @@
[![Build Status](https://travis-ci.org/jonaswinkler/paperless-ng.svg?branch=master)](https://travis-ci.org/jonaswinkler/paperless-ng)
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[![Documentation Status](https://readthedocs.org/projects/paperless-ng/badge/?version=latest)](https://paperless-ng.readthedocs.io/en/latest/?badge=latest)
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# Paperless-ng
[Paperless](https://github.com/the-paperless-project/paperless) is an application by Daniel Quinn and others that indexes your scanned documents and allows you to easily search for documents and store metadata alongside your documents.
[Paperless (click me)](https://github.com/the-paperless-project/paperless) is an application by Daniel Quinn and contributors that indexes your scanned documents and allows you to easily search for documents and store metadata alongside your documents.
Paperless-ng is a fork of the original project, adding a new interface and many other changes under the hood. For a detailed list of changes, see below.
Paperless-ng is a fork of the original project, adding a new interface and many other changes under the hood. These key points should help you decide whether Paperless-ng is something you would prefer over Paperless:
This project is still in development and some things may not work as expected.
* Interface: The new front end is the main interface for paperless-ng, the old interface still exists but most customizations (such as thumbnails for the document list) have been removed.
* Encryption: Paperless-ng does not support GnuPG anymore, since storing your data on encrypted file systems (that you optionally mount on demand) achieves about the same result.
* Resource usage: Paperless-ng does use a bit more resources than Paperless. Running the web server requires about 300MB of RAM or more, depending on the configuration. While adding documents, it requires about 300MB additional RAM, depending on the document. It still runs on Pi (many users do that), but it has been generally geared to better use the resources of more powerful systems.
* API changes: If you rely on the REST API of paperless, some of its functionality has been changed.
For a detailed list of changes, have a look at the [change log](https://paperless-ng.readthedocs.io/en/latest/changelog.html) in the documentation.
# How it Works
Paperless does not control your scanner, it only helps you deal with what your scanner produces.
1. Buy a document scanner that can write to a place on your network. If you need some inspiration, have a look at the [scanner recommendations](https://paperless-ng.readthedocs.io/en/latest/scanners.html) page.
2. Set it up to "scan to FTP" or something similar. It should be able to push scanned images to a server without you having to do anything. Of course if your scanner doesn't know how to automatically upload the file somewhere, you can always do that manually. Paperless doesn't care how the documents get into its local consumption directory.
3. Have the target server run the Paperless consumption script to OCR the file and index it into a local database.
4. Use the web frontend to sift through the database and find what you want.
5. Download the PDF you need/want via the web interface and do whatever you like with it. You can even print it and send it as if it's the original. In most cases, no one will care or notice.
1. Buy a document scanner that can write to a place on your network. If you need some inspiration, have a look at the [scanner recommendations](https://paperless-ng.readthedocs.io/en/latest/scanners.html) page. Set it up to "scan to FTP" or something similar. It should be able to push scanned images to a server without you having to do anything. Of course if your scanner doesn't know how to automatically upload the file somewhere, you can always do that manually. Paperless doesn't care how the documents get into its local consumption directory.
- Alternatively, you can use any of the mobile scanning apps out there. We have an app that allows you to share documents with paperless, if you're on Android. See the section on affiliated projects.
2. Wait for paperless to process your files. OCR is expensive, and depending on the power of your machine, this might take a bit of time.
3. Use the web frontend to sift through the database and find what you want.
4. Download the PDF you need/want via the web interface and do whatever you like with it. You can even print it and send it as if it's the original. In most cases, no one will care or notice.
Here's what you get:
![Dashboard](https://github.com/jonaswinkler/paperless-ng/raw/master/docs/_static/screenshots/dashboard.png)
# Why Paperless-ng?
# Features
I wanted to make big changes to the project that will impact the way it is used by its users greatly. Among the users who currently use paperless in production there are probably many that don't want these changes right away. I also wanted to have more control over what goes into the code and what does not. Therefore, paperless-ng was created. NG stands for both Angular (the framework used for the Frontend) and next-gen. Publishing this project under a different name also avoids confusion between paperless and paperless-ng.
The gist of the changes is the following:
* New front end. This will eventually be mobile friendly as well.
* New full text search.
* New email processing.
* Performs OCR on your documents, adds selectable text to image only documents and adds tags, correspondents and document types to your documents.
* Supports PDF documents, images, plain text files, and Office documents (Word, Excel, Powerpoint, and LibreOffice equivalents).
* Office document support is optional and provided by Apache Tika (see [configuration](https://paperless-ng.readthedocs.io/en/latest/configuration.html#tika-settings))
* Paperless stores your documents plain on disk. Filenames and folders are managed by paperless and their format can be configured freely.
* Single page application front end.
* Includes a dashboard that shows basic statistics and has document upload.
* Filtering by tags, correspondents, types, and more.
* Customizable views can be saved and displayed on the dashboard.
* Full text search helps you find what you need.
* Auto completion suggests relevant words from your documents.
* Results are sorted by relevance to your search query.
* Highlighting shows you which parts of the document matched the query.
* Searching for similar documents ("More like this")
* Email processing: Paperless adds documents from your email accounts.
* Configure multiple accounts and filters for each account.
* When adding documents from mail, paperless can move these mail to a new folder, mark them as read, flag them as important or delete them.
* Machine learning powered document matching.
* A task processor that processes documents in parallel and also tells you when something goes wrong.
* Code cleanup in many, MANY areas. Some of the code was just overly complicated.
* More tests, more stability.
* Paperless learns from your documents and will be able to automatically assign tags, correspondents and types to documents once you've stored a few documents in paperless.
* Optimized for multi core systems: Paperless-ng consumes multiple documents in parallel.
* The integrated sanity checker makes sure that your document archive is in good health.
If you want to see some screenshots of paperless-ng in action, [some are available in the documentation](https://paperless-ng.readthedocs.io/en/latest/screenshots.html).
For a complete list of changes, check out the [changelog](https://paperless-ng.readthedocs.io/en/latest/changelog.html)
# Roadmap for 1.0
- Make the front end nice (except mobile).
- Test coverage at 90%.
- Store archived documents with an embedded OCR text layer, while keeping originals available. Making good progress in the `feature-ocrmypdf` branch.
- Fix whatever bugs I and you find.
## Roadmap for versions beyond 1.0
- **More search.** The search backend is incredibly versatile and customizable. Searching is the most important feature of this project and thus, I want to implement things like:
- Group and limit search results by correspondent, show “more from this” links in the results.
- Ability to search for “Similar documents” in the search results
- **An interactive consumer** that shows its progress for documents it processes on the web page.
- With live updates ans websockets. This already works on a dev branch, but requires a lot of new dependencies, which I'm not particular happy about.
- Notifications when a document was added with buttons to open the new document right away.
- **Arbitrary tag colors**. Allow the selection of any color with a color picker.
## On the chopping block.
- **GnuPG encrypion.** [Here's a note about encryption in paperless](https://paperless-ng.readthedocs.io/en/latest/administration.html#managing-encryption). The gist of it is that I don't see which attacks this implementation protects against. It gives a false sense of security to users who don't care about how it works.
# Getting started
The recommended way to deploy paperless is docker-compose. Don't clone the repository, grab the latest release to get started instead. The dockerfiles archive contains just the docker files which will pull the image from docker hub. The source archive contains everything you need to build the docker image yourself (i.e. if you want to run on Raspberry Pi).
The recommended way to deploy paperless is docker-compose. The files in the /docker/hub directory are configured to pull the image from Docker Hub.
Read the [documentation](https://paperless-ng.readthedocs.io/en/latest/setup.html#installation) on how to get started.
Alternatively, you can install the dependencies and setup apache and a database server yourself. The documenation has information about the individual components of paperless that you need to take care of.
Alternatively, you can install the dependencies and setup apache and a database server yourself. The documenation has a step by step guide on how to do it.
# Migrating to paperless-ng
@ -80,13 +75,23 @@ Read the section about [migration](https://paperless-ng.readthedocs.io/en/latest
The documentation for Paperless-ng is available on [ReadTheDocs](https://paperless-ng.readthedocs.io/).
# Suggestions? Questions? Something not working?
# Translation
Please open an issue and start a discussion about it!
Paperless is currently available in English, German, Dutch, French, and Portuguese.
There's an active translation project at transifex! If you want to help out by translating paperless into your language, please head over to https://github.com/jonaswinkler/paperless-ng/issues/212 for details.
# Feature Requests
Feature requests can be submitted via [GitHub Discussions](https://github.com/jonaswinkler/paperless-ng/discussions/categories/feature-requests), you can search for existing ideas, add your own and vote for the ones you care about! Note that some older feature requests can also be found under [issues](https://github.com/jonaswinkler/paperless-ng/issues).
# Questions? Something not working?
For bugs please [open an issue](https://github.com/jonaswinkler/paperless-ng/issues) or [start a discussion](https://github.com/jonaswinkler/paperless-ng/discussions) if you have questions.
## Feel like helping out?
There's still lots of things to be done, just have a look at that issue log. If you feel like conctributing to the project, please do! Bug fixes and improvements to the front end (I just can't seem to get some of these CSS things right) are always welcome.
There's still lots of things to be done, just have a look at open issues & discussions. If you feel like contributing to the project, please do! Bug fixes and improvements to the front end (I just can't seem to get some of these CSS things right) are always welcome. The documentation has some basic information on how to get started.
If you want to implement something big: Please start a discussion about that in the issues! Maybe I've already had something similar in mind and we can make it happen together. However, keep in mind that the general roadmap is to make the existing features stable and get them tested. See the roadmap above.
@ -94,13 +99,14 @@ If you want to implement something big: Please start a discussion about that in
Paperless has been around a while now, and people are starting to build stuff on top of it. If you're one of those people, we can add your project to this list:
* [Paperless App](https://github.com/bauerj/paperless_app): An Android/iOS app for Paperless.
* [Paperless Desktop](https://github.com/thomasbrueggemann/paperless-desktop): A desktop UI for your Paperless installation. Runs on Mac, Linux, and Windows.
* [ansible-role-paperless](https://github.com/ovv/ansible-role-paperless): An easy way to get Paperless running via Ansible.
* [paperless-cli](https://github.com/stgarf/paperless-cli): A golang command line binary to interact with a Paperless instance.
* [Paperless App](https://github.com/bauerj/paperless_app): An Android/iOS app for Paperless. Updated to work with paperless-ng.
* [Paperless Share](https://github.com/qcasey/paperless_share). Share any files from your Android application with paperless. Very simple, but works with all of the mobile scanning apps out there that allow you to share scanned documents.
Compatibility with Paperless-ng is unknown.
These projects also exist, but their status and compatibility with paperless-ng is unknown.
* [Paperless Desktop](https://github.com/thomasbrueggemann/paperless-desktop): A desktop UI for your Paperless installation. Runs on Mac, Linux, and Windows.
* [paperless-cli](https://github.com/stgarf/paperless-cli): A golang command line binary to interact with a Paperless instance.
# Important Note
Document scanners are typically used to scan sensitive documents. Things like your social insurance number, tax records, invoices, etc. Everything is stored in the clear without encryption by default (it needs to be searchable, so if someone has ideas on how to do that on encrypted data, I'm all ears). This means that Paperless should never be run on an untrusted host. Instead, I recommend that if you do want to use it, run it locally on a server in your own home.
Document scanners are typically used to scan sensitive documents. Things like your social insurance number, tax records, invoices, etc. Everything is stored in the clear without encryption. This means that Paperless should never be run on an untrusted host. Instead, I recommend that if you do want to use it, run it locally on a server in your own home.

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Ansible Role: paperless-ng
==========================
Installs and configures paperless-ng EDMS on Debian/Ubuntu systems.
Requirements
------------
No special system requirements. Ansible 2.7 or newer is required.
Note that this role requires root access, so either run it in a playbook with a global `become: yes`, or invoke the role in your playbook like:
- hosts: all
roles:
- role: ansible
become: yes
Role Variables
--------------
Most configuration variables from paperless-ng itself are available and accept their respective arguments.
Every `PAPERLESS_*` configuration varaible is lowercased and instead prefixed with `paperlessng_*` in `defaults/main.yml`.
For a full listing including explainations and allowed values, see the current [documentation](https://paperless-ng.readthedocs.io/en/ng-0.9.14/configuration.html).
Additional variables available in this role are listed below, along with default values:
paperlessng_version: 0.9.14
The [release](https://github.com/jonaswinkler/paperless-ng/releases) archive version of paperless-ng to install.
paperlessng_redis_host: localhost
paperlessng_redis_port: 6379
Seperate configuration values that combine into `PAPERLESS_REDIS`.
paperlessng_db_type: sqlite
Database to use. Default is file-based SQLite.
paperlessng_db_host: localhost
paperlessng_db_port: 5432
paperlessng_db_name: paperlessng
paperlessng_db_user: paperlessng
paperlessng_db_pass: paperlessng
paperlessng_db_sslmode: prefer
Database configuration (only applicable if `paperlessng_db_type == 'postgresql'`).
paperlessng_directory: /opt/paperless-ng
Root directory paperless-ng is installed into.
paperlessng_virtualenv: "{{ paperlessng_directory }}/.venv"
Directory used for the virtual environment for paperless-ng.
paperlessng_ocr_languages:
- eng
List of OCR languages to install and configure (`apt search tesseract-ocr-*`).
paperlessng_use_jbig2enc: True
Whether to install and use [jbig2enc](https://github.com/agl/jbig2enc) for OCRmyPDF.
paperlessng_big2enc_lossy: False
Whether to use jbig2enc's lossy compression mode.
paperlessng_superuser_name: paperlessng
paperlessng_superuser_email: paperlessng@example.com
paperlessng_superuser_password: paperlessng
Credentials of the initial superuser in paperless-ng.
paperlessng_system_user: paperlessng
paperlessng_system_group: paperlessng
System user and group to run the paperless-ng services as (will be created if required).
paperlessng_listen_address: 127.0.0.1
paperlessng_listen_port: 8000
Address and port for the paperless-ng service to listen on.
Dependencies
------------
No ansible dependencies.
Example Playbook
----------------
`playbook.yml`:
- hosts: all
become: yes
vars_files:
- vars/main.yml
roles:
- ansible
`vars/main.yml`:
paperlessng_media_root: /mnt/media/smbshare
paperlessng_db_type: postgresql
paperlessng_db_pass: PLEASEPROVIDEASTRONGPASSWORDHERE
paperlessng_secret_key: AGAINPLEASECHANGETHISNOW
paperlessng_ocr_languages:
- eng
- deu

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---
paperlessng_version: latest # 'latest', release number, or github branch/tag/commit/ref
# Required services
paperlessng_redis_host: localhost
paperlessng_redis_port: 6379
paperlessng_db_type: sqlite # or postgresql
# Below entries only apply for paperlessng_db_type=='postgresql'
paperlessng_db_host: localhost
paperlessng_db_port: 5432
paperlessng_db_name: paperlessng
paperlessng_db_user: paperlessng
paperlessng_db_pass: paperlessng
paperlessng_db_sslmode: prefer
# Paths and folders
paperlessng_directory: /opt/paperless-ng
paperlessng_consumption_dir: "{{ paperlessng_directory }}/consumption"
paperlessng_data_dir: "{{ paperlessng_directory }}/data"
paperlessng_media_root: "{{ paperlessng_directory }}/media"
paperlessng_static_dir: "{{ paperlessng_directory }}/static"
paperlessng_filename_format:
paperlessng_virtualenv: "{{ paperlessng_directory }}/.venv"
# Hosting & Security
paperlessng_secret_key: PLEASECHANGETHISFORTHELOVEOFGOD
paperlessng_allowed_hosts: "*"
paperlessng_cors_allowed_hosts: http://localhost:8000
paperlessng_force_script_name:
paperlessng_static_url: /static/
paperlessng_auto_login_username:
paperlessng_cookie_prefix: ""
paperlessng_enable_http_remote_user: False
# OCR settings
paperlessng_ocr_languages:
- eng
paperlessng_ocr_mode: skip
paperlessng_ocr_output_type: pdfa
paperlessng_ocr_pages: 0
paperlessng_ocr_image_dpi:
# see https://ocrmypdf.readthedocs.io/en/latest/api.html#ocrmypdf.ocr
paperlessng_ocr_user_args:
#- "deskew": True # https://github.com/jonaswinkler/paperless-ng/issues/231
- "optimize": 1
paperlessng_use_jbig2enc: True
paperlessng_big2enc_lossy: False
# Tika settings
paperlessng_tika_enabled: False
paperlessng_tika_endpoint: http://localhost:9998
paperlessng_tika_gotenberg_endpoint: http://localhost:3000
# Software tweaks
paperlessng_time_zone: Europe/Berlin
paperlessng_consumer_polling: 0
paperlessng_consumer_delete_duplicates: False
paperlessng_consumer_recursive: False
paperlessng_consumer_subdirs_as_tags: False
paperlessng_optimize_thumbnails: True
paperlessng_post_consume_script:
paperlessng_filename_date_order:
paperlessng_filename_parse_transforms:
paperlessng_thumbnail_font_name: /usr/share/fonts/liberation/LiberationSerif-Regular.ttf
paperlessng_ignore_dates: ""
# Superuser settings
paperlessng_superuser_name: paperlessng
paperlessng_superuser_email: paperlessng@example.com
paperlessng_superuser_password: paperlessng
# System user settings
paperlessng_system_user: paperlessng
paperlessng_system_group: paperlessng
# Webserver settings
paperlessng_listen_address: 127.0.0.1
paperlessng_listen_port: 8000

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dependencies: []
galaxy_info:
author: C0nsultant
description: Bare-metal deployment of paperless-ng DMS
license: license (GPLv3)
min_ansible_version: 2.7
platforms:
- name: Debian
versions:
- buster
- name: Ubuntu
versions:
- focal
galaxy_tags: [EDMS, django, python, web]

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---
- name: update previous release to newest release
hosts: all
tasks:
- name: set current github commit as version when available
set_fact:
paperlessng_version: "{{ lookup('env', 'GITHUB_SHA') | default('master', True) }}"
- name: update to newest paperless-ng release
include_role:
name: ansible

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---
dependency:
name: galaxy
driver:
name: docker
platforms:
- name: ubuntu_focal
image: jrei/systemd-ubuntu:20.04
privileged: true
volumes:
- /sys/fs/cgroup:/sys/fs/cgroup:ro
tmpfs:
- /tmp
- /run
- /run/lock
override_command: False
# ubuntu 18.04 bionic works except that
# the default redis configuration expects IPv6 which is not enabled in docker by default
# the default Python environment is configured for ASCII instead of UTF-8
# ubuntu 16.04 xenial only has Python 3.5 which is EOL and breaks multiple dependencies
- name: debian_buster
image: jrei/systemd-debian:10
privileged: true
volumes:
- /sys/fs/cgroup:/sys/fs/cgroup:ro
tmpfs:
- /tmp
- /run
- /run/lock
override_command: False
# debian 9 stretch only has Python 3.5 which is EOL and breaks multiple dependencies
provisioner:
name: ansible
verifier:
name: ansible

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- name: install previous release
hosts: all
tasks:
- name: set previous version as installation target
set_fact:
paperlessng_version: latest
- name: install previous paperless-ng release
include_role:
name: ansible

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---
- name: Verify
hosts: all
gather_facts: false
vars_files:
- ../../defaults/main.yml
tasks:
- name: check if webserver is up
uri:
url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}"
status_code: [200, 302]
return_content: yes
register: landingpage
failed_when: "'Sign in</button>' not in landingpage.content"
- name: generate random name and content
set_fact:
content: "{{ lookup('password', '/dev/null length=65536 chars=ascii_letters') }}"
filename: "{{ lookup('password', '/dev/null length=8 chars=ascii_letters') }}"
- name: check if document posting works
uri:
url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/documents/post_document/"
method: POST
body_format: form-multipart
body:
document:
content: "{{ content }}"
filename: "{{ filename }}.txt"
headers:
Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
Content-Type: text/plain
return_content: yes
register: post_document
failed_when: "'OK' not in post_document.content"
- name: verify uploaded document has been accepted
uri:
url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/logs/paperless/"
headers:
Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
return_content: yes
register: logs
failed_when: "('Consuming ' + filename + '.txt') not in logs.content"
- name: sleep till consumption finished
pause:
seconds: 10
- name: verify uploaded document has been consumed
uri:
url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/logs/paperless/"
headers:
Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
return_content: yes
register: logs
failed_when: "filename + ' consumption finished' not in logs.content"
- name: get documents
uri:
url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/documents/"
headers:
Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
return_content: yes
register: documents
- name: set document index
set_fact:
index: "{{ documents.json['results'][0]['id'] }}"
- name: verify uploaded document is avaiable
uri:
url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/documents/{{ index }}/"
headers:
Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
return_content: yes
register: document
failed_when: "'Not found.' in document.content or content not in document.json['content']"
- name: check if deleting uploaded document works
uri:
url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/documents/bulk_edit/"
method: POST
body_format: json
body:
documents: ["{{ index }}"]
method: delete
parameters: {}
headers:
Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
register: delete_document
failed_when: "'OK' not in delete_document.json['result']"

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---
- name: extract paperless-ng
unarchive:
src: "https://github.com/jonaswinkler/paperless-ng/releases/download/ng-{{ paperlessng_version }}/paperless-ng-{{ paperlessng_version }}.tar.xz"
remote_src: yes
dest: "{{ tempdir.path }}"

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---
- name: install dev dependencies
apt:
pkg:
- git
- npm
- gettext
- name: create output directories
file:
path: "{{ item }}"
state: directory
owner: "{{ paperlessng_system_user }}"
group: "{{ paperlessng_system_group }}"
mode: "750"
with_items:
- "{{ tempdir.path }}/paperless-ng"
- "{{ tempdir.path }}/paperless-ng/scripts"
- block:
- name: create temporary git directory
tempfile:
state: directory
path: "{{ paperlessng_directory }}"
register: gitdir
- name: pull paperless-ng
git:
repo: https://github.com/jonaswinkler/paperless-ng.git
dest: "{{ gitdir.path }}"
version: "{{ paperlessng_version }}"
refspec: "+refs/pull/*:refs/pull/*"
- name: compile frontend
command:
cmd: "{{ item }}"
args:
chdir: "{{ gitdir.path }}/src-ui"
failed_when: false
with_items:
- npm install -g @angular/cli
- npm install
- ./node_modules/.bin/ng build --prod
- name: copy application into place
copy:
src: "{{ gitdir.path }}/{{ item.src }}"
remote_src: yes
dest: "{{ tempdir.path }}/paperless-ng/{{ item.dest | default('') }}"
with_items:
- src: CONTRIBUTING.md
- src: LICENSE
- src: Pipfile
- src: Pipfile.lock
- src: README.md
- src: requirements.txt
- src: gunicorn.conf.py
- src: paperless.conf.example
dest: "paperless.conf"
- name: glob all scripts
find:
paths: ["{{ gitdir.path }}/scripts/"]
patterns:
- "*.service"
- "*.sh"
register: glob
- name: copy scripts
copy:
src: "{{ item.path }}"
remote_src: yes
dest: "{{ tempdir.path }}/paperless-ng/scripts/"
with_items:
- "{{ glob.files }}"
- name: copy sources
command:
cmd: "cp -r src/ {{ tempdir.path }}/paperless-ng/src"
args:
chdir: "{{ gitdir.path }}"
- name: create paperlessng venv
command:
cmd: "python3 -m virtualenv {{ gitdir.path }}/.venv/ -p /usr/bin/python3"
- name: install paperlessng requirements
command:
cmd: "{{ gitdir.path }}/.venv/bin/python3 -m pip install -r {{ gitdir.path }}/requirements.txt"
- name: compile messages
command: "{{ gitdir.path }}/.venv/bin/python3 manage.py compilemessages"
args:
chdir: "{{ tempdir.path }}/paperless-ng/src/"
- name: collect static files
command: "{{ gitdir.path }}/.venv/bin/python3 manage.py collectstatic --no-input"
args:
chdir: "{{ tempdir.path }}/paperless-ng/src/"
- name: remove pycache directories
shell: find . -name __pycache__ | xargs rm -r
args:
chdir: "{{ tempdir.path }}"
- name: remove temporary git directory
file:
path: "{{ gitdir.path }}"
state: absent
become: yes
become_user: "{{ paperlessng_system_user }}"

539
ansible/tasks/main.yml Normal file
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@ -0,0 +1,539 @@
---
- name: verify operating system
fail:
msg: Sorry, only Debian and Ubuntu supported at the moment.
when: not(ansible_distribution == 'Debian' or ansible_distribution == 'Ubuntu')
- name: install base dependencies
apt:
update_cache: yes
pkg:
# paperless-ng
- python3-pip
- python3-dev
- fonts-liberation
- imagemagick
- optipng
- gnupg
- libpq-dev
- libmagic-dev
- mime-support
# OCRmyPDF
- unpaper
- ghostscript
- icc-profiles-free
- qpdf
- liblept5
- libxml2
- pngquant
- zlib1g
- tesseract-ocr
# dev
- sudo
- build-essential
- python3-setuptools
- python3-wheel
# upstream virtualenv in Ubuntu 20.04 is broken
# https://github.com/pypa/virtualenv/issues/1873
- name: install python virtualenv
pip:
name: virtualenv
extra_args: --upgrade
- name: install ocr languages
apt:
pkg: "{{ paperlessng_ocr_languages | map('regex_replace', '^(.*)$', 'tesseract-ocr-\\1') | list }}"
- name: set up notesalexp repository key (for jbig2enc)
apt_key:
url: https://notesalexp.org/debian/alexp_key.asc
state: present
when: paperlessng_use_jbig2enc
- name: set up notesalexp repository (for jbig2enc)
apt_repository:
repo: "deb https://notesalexp.org/debian/{{ ansible_distribution_release }}/ {{ ansible_distribution_release }} main"
state: present
when: paperlessng_use_jbig2enc
- name: set up notesalexp repository pinning
copy:
content: |
Package: *
Pin: release o=notesalexp.org
Pin-Priority: 1
Package: jbig2enc
Pin: release o=notesalexp.org
Pin-Priority: 500
dest: /etc/apt/preferences.d/notesalexp
when: paperlessng_use_jbig2enc
- name: install jbig2enc
apt:
pkg: jbig2enc
update_cache: yes
when: paperlessng_use_jbig2enc
- name: install redis
apt:
pkg: redis-server
when: paperlessng_redis_host == 'localhost' or paperlessng_redis_host == '127.0.0.1'
- name: enable redis
systemd:
name: redis-server
enabled: yes
masked: no
state: started
when: paperlessng_redis_host == 'localhost' or paperlessng_redis_host == '127.0.0.1'
- name: create paperless system group
group:
name: "{{ paperlessng_system_group }}"
- name: create paperless system user
user:
name: "{{ paperlessng_system_user }}"
groups:
- "{{ paperlessng_system_group }}"
shell: /usr/sbin/nologin
# GNUPG_HOME required due to paperless db.py
create_home: yes
- block:
- name: get latest release version
uri:
url: https://api.github.com/repos/jonaswinkler/paperless-ng/releases/latest
method: GET
register: latest_release
- name: parse latest release version
set_fact:
paperlessng_version: "{{ latest_release.json['tag_name'] }}"
when: paperlessng_version == "latest"
- name: check if version is ref
fail:
msg: "Specifying `paperlessng_version` as git ref may not work as expected!"
ignore_errors: True # Output failure (as warning), but don't consider play failed
when: paperlessng_version.startswith('refs/')
- block:
- name: sanitize version string
set_fact:
paperlessng_version: "{{ paperlessng_version | regex_replace('^ng-(\\d+\\.\\d+\\.\\d+)$', '\\1') }}"
- name: get tag data
uri:
url: https://api.github.com/repos/jonaswinkler/paperless-ng/tags
method: GET
register: tags
- name: get commit for target tag
set_fact:
paperlessng_commit: "{{ tags.json | json_query('[?name==`ng-' + paperlessng_version +'`] | [0].commit.sha') }}"
when: paperlessng_version | regex_search("^(ng-)?(\d+\.\d+\.\d+)$")
- block:
- name: check if version is branch
uri:
url: "https://api.github.com/repos/jonaswinkler/paperless-ng/branches/{{ paperlessng_version }}"
method: GET
status_code: [200, 404]
register: branch
- name: get commit for target branch
set_fact:
paperlessng_commit: "{{ branch.json | json_query('commit.sha') }}"
when: branch.status == 200
- block:
- name: check if version is commit-or-ref
uri:
url: "https://api.github.com/repos/jonaswinkler/paperless-ng/commits/{{ paperlessng_version }}"
method: GET
status_code: [200, 404, 422]
register: commit
- name: get commit for target commit-or-ref
set_fact:
paperlessng_commit: "{{ commit.json | json_query('sha') }}"
when: commit.status == 200
- name: fail
fail:
msg: "Can not determine commit from `paperlessng_version=={{ paperlessng_version }}`!"
when: commit.status != 200
when: branch.status == 404
when: not(paperlessng_version | regex_search("^(ng-)?(\d+\.\d+\.\d+)$"))
- name: check for paperless-ng installation
command:
cmd: "cat {{ paperlessng_directory }}/.installed_version"
changed_when: '"No such file or directory" in paperlessng_current_commit.stderr or paperlessng_current_commit.stdout != paperlessng_commit | string'
failed_when: false
ignore_errors: yes
register: paperlessng_current_commit
- name: register current state
set_fact:
fresh_installation: '{{ "No such file or directory" in paperlessng_current_commit.stderr }}'
update_installation: '{{ "No such file or directory" not in paperlessng_current_commit.stderr and paperlessng_current_commit.stdout != paperlessng_commit | string }}'
reconfigure_only: "{{ paperlessng_current_commit.stdout == paperlessng_commit | string }}"
- block:
- name: backup current paperless-ng installation
copy:
src: "{{ paperlessng_directory }}"
remote_src: yes
dest: "{{ paperlessng_directory }}-{{ ansible_date_time.iso8601 }}/"
- name: remove current paperless sources
file:
path: "{{ paperlessng_directory }}/{{ item }}"
state: absent
with_items:
- docker
- docs
- scripts
- src
- static
when: update_installation
- block:
- name: create paperless-ng directory and set permissions
file:
path: "{{ paperlessng_directory }}"
state: directory
owner: "{{ paperlessng_system_user }}"
group: "{{ paperlessng_system_group }}"
mode: "750"
- name: create temporary directory
become: yes
become_user: "{{ paperlessng_system_user }}"
tempfile:
state: directory
path: "{{ paperlessng_directory }}"
register: tempdir
- name: check if version is available as release archive
uri:
url: "https://github.com/jonaswinkler/paperless-ng/releases/download/ng-{{ paperlessng_version }}/paperless-ng-{{ paperlessng_version }}.tar.xz"
method: GET
status_code: [200, 404]
register: release_archive
- name: install paperless-ng from source
include_tasks: install-source.yml
when: release_archive.status == 404
- name: install paperless-ng from release archive
include_tasks: install-release.yml
when: release_archive.status == 200
- name: change owner and permissions of paperless-ng
command:
cmd: "{{ item }}"
warn: false
with_items:
- "chown -R {{ paperlessng_system_user }}:{{ paperlessng_system_group }} {{ tempdir.path }}"
- "find {{ tempdir.path }} -type d -exec chmod 0750 {} ;"
- "find {{ tempdir.path }} -type f -exec chmod 0640 {} ;"
- name: move paperless-ng
command:
cmd: "cp -a {{ tempdir.path }}/paperless-ng/. {{ paperlessng_directory }}"
- name: store commit hash of installed version
copy:
content: "{{ paperlessng_commit }}"
dest: "{{ paperlessng_directory }}/.installed_version"
owner: "{{ paperlessng_system_user }}"
group: "{{ paperlessng_system_group }}"
mode: "0440"
- name: remove temporary directory
file:
path: "{{ tempdir.path }}"
state: absent
when: not reconfigure_only
- name: create paperless-ng directories and set permissions
file:
path: "{{ item }}"
state: directory
owner: "{{ paperlessng_system_user }}"
group: "{{ paperlessng_system_group }}"
mode: "750"
with_items:
- "{{ paperlessng_consumption_dir }}"
- "{{ paperlessng_data_dir }}"
- "{{ paperlessng_media_root }}"
- "{{ paperlessng_static_dir }}"
- name: rename initial config
command:
cmd: "mv -f {{ paperlessng_directory }}/paperless.conf {{ paperlessng_directory }}/paperless.conf.template"
removes: "{{ paperlessng_directory }}/paperless.conf"
- name: configure paperless-ng
lineinfile:
path: "{{ paperlessng_directory }}/paperless.conf.template"
regexp: "^#?{{ item.regexp }}="
line: "{{ item.line }}"
with_items:
# Required services
- regexp: PAPERLESS_REDIS
line: "PAPERLESS_REDIS=redis://{{ paperlessng_redis_host }}:{{ paperlessng_redis_port }}"
# Paths and folders
- regexp: PAPERLESS_CONSUMPTION_DIR
line: "PAPERLESS_CONSUMPTION_DIR={{ paperlessng_consumption_dir }}"
- regexp: PAPERLESS_DATA_DIR
line: "PAPERLESS_DATA_DIR={{ paperlessng_data_dir }}"
- regexp: PAPERLESS_MEDIA_ROOT
line: "PAPERLESS_MEDIA_ROOT={{ paperlessng_media_root }}"
- regexp: PAPERLESS_STATICDIR
line: "PAPERLESS_STATICDIR={{ paperlessng_static_dir }}"
- regexp: PAPERLESS_FILENAME_FORMAT
line: "PAPERLESS_FILENAME_FORMAT={{ paperlessng_filename_format }}"
# Hosting & Security
- regexp: PAPERLESS_SECRET_KEY
line: "PAPERLESS_SECRET_KEY={{ paperlessng_secret_key }}"
- regexp: PAPERLESS_ALLOWED_HOSTS
line: "PAPERLESS_ALLOWED_HOSTS={{ paperlessng_allowed_hosts }}"
- regexp: PAPERLESS_CORS_ALLOWED_HOSTS
line: "PAPERLESS_CORS_ALLOWED_HOSTS={{ paperlessng_cors_allowed_hosts }}"
- regexp: PAPERLESS_FORCE_SCRIPT_NAME
line: "PAPERLESS_FORCE_SCRIPT_NAME={{ paperlessng_force_script_name }}"
- regexp: PAPERLESS_STATIC_URL
line: "PAPERLESS_STATIC_URL={{ paperlessng_static_url }}"
- regexp: PAPERLESS_AUTO_LOGIN_USERNAME
line: "PAPERLESS_AUTO_LOGIN_USERNAME={{ paperlessng_auto_login_username }}"
- regexp: PAPERLESS_COOKIE_PREFIX
line: "PAPERLESS_COOKIE_PREFIX={{ paperlessng_cookie_prefix }}"
- regexp: PAPERLESS_ENABLE_HTTP_REMOTE_USER
line: "PAPERLESS_ENABLE_HTTP_REMOTE_USER={{ paperlessng_enable_http_remote_user }}"
# OCR settings
- regexp: PAPERLESS_OCR_LANGUAGE
line: "PAPERLESS_OCR_LANGUAGE={{ paperlessng_ocr_languages | join('+') }}"
- regexp: PAPERLESS_OCR_MODE
line: "PAPERLESS_OCR_MODE={{ paperlessng_ocr_mode }}"
- regexp: PAPERLESS_OCR_OUTPUT_TYPE
line: "PAPERLESS_OCR_OUTPUT_TYPE={{ paperlessng_ocr_output_type }}"
- regexp: PAPERLESS_OCR_PAGES
line: "PAPERLESS_OCR_PAGES={{ paperlessng_ocr_pages }}"
- regexp: PAPERLESS_OCR_IMAGE_DPI
line: "PAPERLESS_OCR_IMAGE_DPI={{ paperlessng_ocr_image_dpi }}"
- regexp: PAPERLESS_OCR_USER_ARGS
line: "PAPERLESS_OCR_USER_ARGS={{ paperlessng_ocr_user_args | combine({'jbig2_lossy': true} if paperlessng_big2enc_lossy else {}) | to_json }}"
# Tika settings
- regexp: PAPERLESS_TIKA_ENABLED
line: "PAPERLESS_TIKA_ENABLED={{ paperlessng_tika_enabled }}"
- regexp: PAPERLESS_TIKA_ENDPOINT
line: "PAPERLESS_TIKA_ENDPOINT={{ paperlessng_tika_endpoint }}"
- regexp: PAPERLESS_TIKA_GOTENBERG_ENDPOINT
line: "PAPERLESS_TIKA_GOTENBERG_ENDPOINT={{ paperlessng_tika_endpoint }}"
# Software tweaks
- regexp: PAPERLESS_TIME_ZONE
line: "PAPERLESS_TIME_ZONE={{ paperlessng_time_zone }}"
- regexp: PAPERLESS_CONSUMER_POLLING
line: "PAPERLESS_CONSUMER_POLLING={{ paperlessng_consumer_polling }}"
- regexp: PAPERLESS_CONSUMER_DELETE_DUPLICATES
line: "PAPERLESS_CONSUMER_DELETE_DUPLICATES={{ paperlessng_consumer_delete_duplicates }}"
- regexp: PAPERLESS_CONSUMER_RECURSIVE
line: "PAPERLESS_CONSUMER_RECURSIVE={{ paperlessng_consumer_recursive }}"
- regexp: PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS
line: "PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS={{ paperlessng_consumer_subdirs_as_tags }}"
- regexp: PAPERLESS_OPTIMIZE_THUMBNAILS
line: "PAPERLESS_OPTIMIZE_THUMBNAILS={{ paperlessng_optimize_thumbnails }}"
- regexp: PAPERLESS_POST_CONSUME_SCRIPT
line: "PAPERLESS_POST_CONSUME_SCRIPT={{ paperlessng_post_consume_script }}"
- regexp: PAPERLESS_FILENAME_DATE_ORDER
line: "PAPERLESS_FILENAME_DATE_ORDER={{ paperlessng_filename_date_order }}"
- regexp: PAPERLESS_THUMBNAIL_FONT_NAME
line: "PAPERLESS_THUMBNAIL_FONT_NAME={{ paperlessng_thumbnail_font_name }}"
- regexp: PAPERLESS_IGNORE_DATES
line: "PAPERLESS_IGNORE_DATES={{ paperlessng_ignore_dates }}"
no_log: yes
- name: configure paperless-ng database [sqlite]
lineinfile:
path: "{{ paperlessng_directory }}/paperless.conf.template"
regexp: "^#?PAPERLESS_DBHOST=(.*)$"
line: '#PAPERLESS_DBHOST=\1'
backrefs: yes
when: paperlessng_db_type == 'sqlite'
- name: configure paperless-ng database [postgresql]
lineinfile:
path: "{{ paperlessng_directory }}/paperless.conf.template"
regexp: "^#?{{ item.regexp }}="
line: "{{ item.line }}"
with_items:
- regexp: PAPERLESS_DBHOST
line: "PAPERLESS_DBHOST={{ paperlessng_db_host }}"
- regexp: PAPERLESS_DBPORT
line: "PAPERLESS_DBPORT={{ paperlessng_db_port }}"
- regexp: PAPERLESS_DBNAME
line: "PAPERLESS_DBNAME={{ paperlessng_db_name }}"
- regexp: PAPERLESS_DBUSER
line: "PAPERLESS_DBUSER={{ paperlessng_db_user }}"
- regexp: PAPERLESS_DBPASS
line: "PAPERLESS_DBPASS={{ paperlessng_db_pass }}"
- regexp: PAPERLESS_DBSSLMODE
line: "PAPERLESS_DBSSLMODE={{ paperlessng_db_sslmode }}"
when: paperlessng_db_type == 'postgresql'
no_log: yes
- name: deploy paperless-ng configuration
copy:
src: "{{ paperlessng_directory }}/paperless.conf.template"
remote_src: yes
dest: /etc/paperless.conf
owner: root
group: root
mode: "0644"
register: configuration
- name: create paperlessng venv
become: yes
become_user: "{{ paperlessng_system_user }}"
command:
cmd: "python3 -m virtualenv {{ paperlessng_virtualenv }} -p /usr/bin/python3"
creates: "{{ paperlessng_virtualenv }}"
register: venv
- block:
- name: install paperlessng requirements
become: yes
become_user: "{{ paperlessng_system_user }}"
pip:
requirements: "{{ paperlessng_directory }}/requirements.txt"
executable: "{{ paperlessng_virtualenv }}/bin/pip3"
extra_args: --upgrade
- name: migrate database schema
become: yes
become_user: "{{ paperlessng_system_user }}"
command: "{{ paperlessng_virtualenv }}/bin/python3 {{ paperlessng_directory }}/src/manage.py migrate"
register: database_schema
changed_when: '"No migrations to apply." not in database_schema.stdout'
when: not reconfigure_only
- name: configure paperless superuser
become: yes
become_user: "{{ paperlessng_system_user }}"
# "manage.py createsuperuser" only works on interactive TTYs
vars:
creation_script: |
from django.contrib.auth.models import User
from django.contrib.auth.hashers import get_hasher
if User.objects.filter(username='{{ paperlessng_superuser_name }}').exists():
user = User.objects.get(username='{{ paperlessng_superuser_name }}')
old = user.__dict__.copy()
user.is_superuser = True
user.email = '{{ paperlessng_superuser_email }}'
user.set_password('{{ paperlessng_superuser_password }}')
user.save()
new = user.__dict__
algorithm, iterations, old_salt, old_hash = old['password'].split('$')
new_password_old_salt = get_hasher(algorithm).encode(password='{{ paperlessng_superuser_password }}', salt=old_salt, iterations=int(iterations))
_, _, _, new_hash = new_password_old_salt.split('$')
if not (old_hash == new_hash and old['is_superuser'] == new['is_superuser'] and old['email'] == new['email']):
print('changed')
else:
User.objects.create_superuser('{{ paperlessng_superuser_name }}', '{{ paperlessng_superuser_email }}', '{{ paperlessng_superuser_password }}')
print('changed')
command: '{{ paperlessng_virtualenv }}/bin/python3 {{ paperlessng_directory }}/src/manage.py shell -c "{{ creation_script }}"'
register: superuser
changed_when: superuser.stdout == 'changed'
no_log: yes
- name: set ownership and permissions on paperlessng venv
file:
path: "{{ paperlessng_virtualenv }}"
state: directory
recurse: yes
owner: "{{ paperlessng_system_user }}"
group: "{{ paperlessng_system_group }}"
mode: g-w,o-rwx
when: venv.changed or not reconfigure_only
- name: configure ghostscript for PDF
lineinfile:
path: /etc/ImageMagick-6/policy.xml
regexp: '(\s+)<policy domain="coder" rights=".*" pattern="PDF" />'
line: '\1<policy domain="coder" rights="read|write" pattern="PDF" />'
backrefs: yes
- name: configure gunicorn web server
lineinfile:
path: "{{ paperlessng_directory }}/gunicorn.conf.py"
regexp: '^bind = '
line: "bind = '{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}'"
- name: configure systemd services
ini_file:
path: "{{ paperlessng_directory }}/scripts/{{ item[0] }}"
section: "Service"
option: "{{ item[1].option }}"
value: "{{ item[1].value }}"
with_nested:
- [
paperless-consumer.service,
paperless-scheduler.service,
paperless-webserver.service,
]
- [
# https://www.freedesktop.org/software/systemd/man/systemd.exec.html
{ option: "User", value: "{{ paperlessng_system_user }}" },
{ option: "Group", value: "{{ paperlessng_system_group }}" },
{ option: "WorkingDirectory", value: "{{ paperlessng_directory }}/src" },
{ option: "ProtectSystem", value: "full" },
{ option: "NoNewPrivileges", value: "true" },
{ option: "PrivateUsers", value: "true" },
{ option: "PrivateDevices", value: "true" },
]
- name: configure paperless-consumer service
ini_file:
path: "{{ paperlessng_directory }}/scripts/paperless-consumer.service"
section: "Service"
option: "ExecStart"
value: "{{ paperlessng_virtualenv }}/bin/python3 manage.py document_consumer"
- name: configure paperless-scheduler service
ini_file:
path: "{{ paperlessng_directory }}/scripts/paperless-scheduler.service"
section: "Service"
option: "ExecStart"
value: "{{ paperlessng_virtualenv }}/bin/python3 manage.py qcluster"
- name: configure paperless-webserver service
ini_file:
path: "{{ paperlessng_directory }}/scripts/paperless-webserver.service"
section: "Service"
option: "ExecStart"
value: "{{ paperlessng_virtualenv }}/bin/gunicorn -c {{ paperlessng_directory }}/gunicorn.conf.py paperless.asgi:application"
- name: copy systemd services
copy:
src: "{{ paperlessng_directory }}/scripts/{{ item }}"
remote_src: yes
dest: "/etc/systemd/system/{{ item }}"
with_items:
- paperless-consumer.service
- paperless-scheduler.service
- paperless-webserver.service
register: paperless_services
- name: reload systemd daemon
systemd:
name: "{{ item }}"
state: restarted
daemon_reload: yes
with_items:
- paperless-consumer
- paperless-scheduler
- paperless-webserver
when: paperless_services.changed or configuration.changed
- name: enable paperlessng services
systemd:
name: "{{ item }}"
enabled: yes
masked: no
state: started
with_items:
- paperless-consumer
- paperless-scheduler
- paperless-webserver

7
compile-frontend.sh Executable file
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@ -0,0 +1,7 @@
#!/bin/bash
set -e
cd src-ui
npm install
./node_modules/.bin/ng build --prod

5
crowdin.yml Normal file
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@ -0,0 +1,5 @@
files:
- source: /src/locale/en_US/LC_MESSAGES/django.po
translation: /src/locale/%locale_with_underscore%/LC_MESSAGES/django.po
- source: /src-ui/messages.xlf
translation: /src-ui/src/locale/messages.%locale_with_underscore%.xlf

1
docker/compose/.env Normal file
View File

@ -0,0 +1 @@
COMPOSE_PROJECT_NAME=paperless

7
docker/docker-compose.env → docker/compose/docker-compose.env
View File

@ -7,7 +7,7 @@
# Additional languages to install for text recognition, separated by a
# whitespace. Note that this is
# different from PAPERLESS_OCR_LANGUAGE (default=eng), which defines the
# default language used when guessing the language from the OCR output.
# language used for OCR.
# The container installs English, German, Italian, Spanish and French by
# default.
# See https://packages.debian.org/search?keywords=tesseract-ocr-&searchon=names&suite=buster
@ -32,8 +32,3 @@
# The default language to use for OCR. Set this to the language most of your
# documents are written in.
#PAPERLESS_OCR_LANGUAGE=eng
# By default Paperless does not OCR a document if the text can be retrieved from
# the document directly. Set to true to always OCR documents. (i.e., if you
# know that some of your documents have faulty/bad OCR data)
#PAPERLESS_OCR_ALWAYS=true

90
docker/compose/docker-compose.postgres-tika.yml Normal file
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@ -0,0 +1,90 @@
# docker-compose file for running paperless from the Docker Hub.
# This file contains everything paperless needs to run.
# Paperless supports amd64, arm and arm64 hardware.
#
# All compose files of paperless configure paperless in the following way:
#
# - Paperless is (re)started on system boot, if it was running before shutdown.
# - Docker volumes for storing data are managed by Docker.
# - Folders for importing and exporting files are created in the same directory
# as this file and mounted to the correct folders inside the container.
# - Paperless listens on port 8000.
#
# In addition to that, this docker-compose file adds the following optional
# configurations:
#
# - Instead of SQLite (default), PostgreSQL is used as the database server.
# - Apache Tika and Gotenberg servers are started with paperless and paperless
# is configured to use these services. These provide support for consuming
# Office documents (Word, Excel, Power Point and their LibreOffice counter-
# parts.
#
# To install and update paperless with this file, do the following:
#
# - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
# and '.env' into a folder.
# - Run 'docker-compose pull'.
# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
# - Run 'docker-compose up -d'.
#
# For more extensive installation and update instructions, refer to the
# documentation.
version: "3.4"
services:
broker:
image: redis:6.0
restart: unless-stopped
db:
image: postgres:13
restart: unless-stopped
volumes:
- pgdata:/var/lib/postgresql/data
environment:
POSTGRES_DB: paperless
POSTGRES_USER: paperless
POSTGRES_PASSWORD: paperless
webserver:
image: jonaswinkler/paperless-ng:latest
restart: unless-stopped
depends_on:
- db
- broker
- gotenberg
- tika
ports:
- 8000:8000
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:8000"]
interval: 30s
timeout: 10s
retries: 5
volumes:
- data:/usr/src/paperless/data
- media:/usr/src/paperless/media
- ./export:/usr/src/paperless/export
- ./consume:/usr/src/paperless/consume
env_file: docker-compose.env
environment:
PAPERLESS_REDIS: redis://broker:6379
PAPERLESS_DBHOST: db
PAPERLESS_TIKA_ENABLED: 1
PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
PAPERLESS_TIKA_ENDPOINT: http://tika:9998
gotenberg:
image: thecodingmachine/gotenberg
restart: unless-stopped
environment:
DISABLE_GOOGLE_CHROME: 1
tika:
image: apache/tika
restart: unless-stopped
volumes:
data:
media:
pgdata:

72
docker/compose/docker-compose.postgres.yml Normal file
View File

@ -0,0 +1,72 @@
# docker-compose file for running paperless from the Docker Hub.
# This file contains everything paperless needs to run.
# Paperless supports amd64, arm and arm64 hardware.
#
# All compose files of paperless configure paperless in the following way:
#
# - Paperless is (re)started on system boot, if it was running before shutdown.
# - Docker volumes for storing data are managed by Docker.
# - Folders for importing and exporting files are created in the same directory
# as this file and mounted to the correct folders inside the container.
# - Paperless listens on port 8000.
#
# In addition to that, this docker-compose file adds the following optional
# configurations:
#
# - Instead of SQLite (default), PostgreSQL is used as the database server.
#
# To install and update paperless with this file, do the following:
#
# - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
# and '.env' into a folder.
# - Run 'docker-compose pull'.
# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
# - Run 'docker-compose up -d'.
#
# For more extensive installation and update instructions, refer to the
# documentation.
version: "3.4"
services:
broker:
image: redis:6.0
restart: unless-stopped
db:
image: postgres:13
restart: unless-stopped
volumes:
- pgdata:/var/lib/postgresql/data
environment:
POSTGRES_DB: paperless
POSTGRES_USER: paperless
POSTGRES_PASSWORD: paperless
webserver:
image: jonaswinkler/paperless-ng:latest
restart: unless-stopped
depends_on:
- db
- broker
ports:
- 8000:8000
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:8000"]
interval: 30s
timeout: 10s
retries: 5
volumes:
- data:/usr/src/paperless/data
- media:/usr/src/paperless/media
- ./export:/usr/src/paperless/export
- ./consume:/usr/src/paperless/consume
env_file: docker-compose.env
environment:
PAPERLESS_REDIS: redis://broker:6379
PAPERLESS_DBHOST: db
volumes:
data:
media:
pgdata:

78
docker/compose/docker-compose.sqlite-tika.yml Normal file
View File

@ -0,0 +1,78 @@
# docker-compose file for running paperless from the Docker Hub.
# This file contains everything paperless needs to run.
# Paperless supports amd64, arm and arm64 hardware.
#
# All compose files of paperless configure paperless in the following way:
#
# - Paperless is (re)started on system boot, if it was running before shutdown.
# - Docker volumes for storing data are managed by Docker.
# - Folders for importing and exporting files are created in the same directory
# as this file and mounted to the correct folders inside the container.
# - Paperless listens on port 8000.
#
# SQLite is used as the database. The SQLite file is stored in the data volume.
#
# In addition to that, this docker-compose file adds the following optional
# configurations:
#
# - Apache Tika and Gotenberg servers are started with paperless and paperless
# is configured to use these services. These provide support for consuming
# Office documents (Word, Excel, Power Point and their LibreOffice counter-
# parts.
#
# To install and update paperless with this file, do the following:
#
# - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
# and '.env' into a folder.
# - Run 'docker-compose pull'.
# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
# - Run 'docker-compose up -d'.
#
# For more extensive installation and update instructions, refer to the
# documentation.
version: "3.4"
services:
broker:
image: redis:6.0
restart: unless-stopped
webserver:
image: jonaswinkler/paperless-ng:latest
restart: unless-stopped
depends_on:
- broker
- gotenberg
- tika
ports:
- 8000:8000
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:8000"]
interval: 30s
timeout: 10s
retries: 5
volumes:
- data:/usr/src/paperless/data
- media:/usr/src/paperless/media
- ./export:/usr/src/paperless/export
- ./consume:/usr/src/paperless/consume
env_file: docker-compose.env
environment:
PAPERLESS_REDIS: redis://broker:6379
PAPERLESS_TIKA_ENABLED: 1
PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
PAPERLESS_TIKA_ENDPOINT: http://tika:9998
gotenberg:
image: thecodingmachine/gotenberg
restart: unless-stopped
environment:
DISABLE_GOOGLE_CHROME: 1
tika:
image: apache/tika
restart: unless-stopped
volumes:
data:
media:

56
docker/compose/docker-compose.sqlite.yml Normal file
View File

@ -0,0 +1,56 @@
# docker-compose file for running paperless from the Docker Hub.
# This file contains everything paperless needs to run.
# Paperless supports amd64, arm and arm64 hardware.
#
# All compose files of paperless configure paperless in the following way:
#
# - Paperless is (re)started on system boot, if it was running before shutdown.
# - Docker volumes for storing data are managed by Docker.
# - Folders for importing and exporting files are created in the same directory
# as this file and mounted to the correct folders inside the container.
# - Paperless listens on port 8000.
#
# SQLite is used as the database. The SQLite file is stored in the data volume.
#
# To install and update paperless with this file, do the following:
#
# - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
# and '.env' into a folder.
# - Run 'docker-compose pull'.
# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
# - Run 'docker-compose up -d'.
#
# For more extensive installation and update instructions, refer to the
# documentation.
version: "3.4"
services:
broker:
image: redis:6.0
restart: unless-stopped
webserver:
image: jonaswinkler/paperless-ng:latest
restart: unless-stopped
depends_on:
- broker
ports:
- 8000:8000
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:8000"]
interval: 30s
timeout: 10s
retries: 5
volumes:
- data:/usr/src/paperless/data
- media:/usr/src/paperless/media
- ./export:/usr/src/paperless/export
- ./consume:/usr/src/paperless/consume
env_file: docker-compose.env
environment:
PAPERLESS_REDIS: redis://broker:6379
volumes:
data:
media:

21
docker/docker-entrypoint.sh
View File

@ -23,8 +23,14 @@ wait_for_postgres() {
echo "Waiting for PostgreSQL to start..."
host="${PAPERLESS_DBHOST}"
port="${PAPERLESS_DBPORT}"
while !</dev/tcp/$host/5432 ;
if [[ -z $port ]] ;
then
port="5432"
fi
while !</dev/tcp/$host/$port ;
do
if [ $attempt_num -eq $max_attempts ]
@ -56,6 +62,7 @@ migrations() {
# simultaneously. This also ensures that the db is ready when the command
# of the current container starts.
flock 200
echo "Apply database migrations..."
sudo -HEu paperless python3 manage.py migrate
) 200>/usr/src/paperless/data/migration_lock
@ -72,13 +79,19 @@ initialize() {
fi
done
echo "creating directory /tmp/paperless"
mkdir -p /tmp/paperless
chown -R paperless:paperless ../
chown -R paperless:paperless /tmp/paperless
migrations
}
install_languages() {
echo "Installing languages..."
local langs="$1"
read -ra langs <<<"$langs"
@ -113,16 +126,20 @@ install_languages() {
done
}
initialize
echo "Paperless-ng docker container starting..."
# Install additional languages if specified
if [[ ! -z "$PAPERLESS_OCR_LANGUAGES" ]]; then
install_languages "$PAPERLESS_OCR_LANGUAGES"
fi
initialize
if [[ "$1" != "/"* ]]; then
echo Executing management command "$@"
exec sudo -HEu paperless python3 manage.py "$@"
else
echo Executing "$@"
exec "$@"
fi

44
docker/hub/docker-compose.postgres.yml
View File

@ -1,44 +0,0 @@
version: "3.4"
services:
broker:
image: redis:6.0
restart: always
db:
image: postgres:13
restart: always
volumes:
- pgdata:/var/lib/postgresql/data
environment:
POSTGRES_DB: paperless
POSTGRES_USER: paperless
POSTGRES_PASSWORD: paperless
webserver:
image: jonaswinkler/paperless-ng:0.9.4
restart: always
depends_on:
- db
- broker
ports:
- 8000:8000
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:8000"]
interval: 30s
timeout: 10s
retries: 5
volumes:
- data:/usr/src/paperless/data
- media:/usr/src/paperless/media
- ./export:/usr/src/paperless/export
- ./consume:/usr/src/paperless/consume
env_file: docker-compose.env
environment:
PAPERLESS_REDIS: redis://broker:6379
PAPERLESS_DBHOST: db
volumes:
data:
media:
pgdata:

31
docker/hub/docker-compose.sqlite.yml
View File

@ -1,31 +0,0 @@
version: "3.4"
services:
broker:
image: redis:6.0
restart: always
webserver:
image: jonaswinkler/paperless-ng:0.9.4
restart: always
depends_on:
- broker
ports:
- 8000:8000
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:8000"]
interval: 30s
timeout: 10s
retries: 5
volumes:
- data:/usr/src/paperless/data
- media:/usr/src/paperless/media
- ./export:/usr/src/paperless/export
- ./consume:/usr/src/paperless/consume
env_file: docker-compose.env
environment:
PAPERLESS_REDIS: redis://broker:6379
volumes:
data:
media:

6
docker/install_management_commands.sh Executable file
View File

@ -0,0 +1,6 @@
for command in document_archiver document_exporter document_importer mail_fetcher document_create_classifier document_index document_renamer document_retagger document_thumbnails document_sanity_checker;
do
echo "installing $command..."
sed "s/management_command/$command/g" management_script.sh > /usr/local/bin/$command
chmod +x /usr/local/bin/$command
done

65
docker/local/Dockerfile
View File

@ -1,65 +0,0 @@
FROM python:3.7-slim
WORKDIR /usr/src/paperless/
COPY requirements.txt ./
#Dependencies
RUN apt-get update \
&& apt-get -y --no-install-recommends install \
build-essential \
curl \
ghostscript \
gnupg \
icc-profiles-free \
imagemagick \
libatlas-base-dev \
liblept5 \
libmagic-dev \
libpoppler-cpp-dev \
libpq-dev \
libxml2 \
optipng \
pngquant \
sudo \
tesseract-ocr \
tesseract-ocr-eng \
tesseract-ocr-deu \
tesseract-ocr-fra \
tesseract-ocr-ita \
tesseract-ocr-spa \
tzdata \
unpaper \
zlib1g \
&& pip3 install --upgrade supervisor setuptools \
&& pip install --no-cache-dir -r requirements.txt \
&& apt-get -y purge build-essential \
&& apt-get -y autoremove --purge \
&& rm -rf /var/lib/apt/lists/* \
&& mkdir /var/log/supervisord /var/run/supervisord
# copy scripts
# this fixes issues with imagemagick and PDF
COPY docker/imagemagick-policy.xml /etc/ImageMagick-6/policy.xml
COPY docker/gunicorn.conf.py ./
COPY docker/supervisord.conf /etc/supervisord.conf
COPY docker/docker-entrypoint.sh /sbin/docker-entrypoint.sh
# copy app
COPY src/ ./src/
# add users, setup scripts
RUN addgroup --gid 1000 paperless \
&& useradd --uid 1000 --gid paperless --home-dir /usr/src/paperless paperless \
&& chown -R paperless:paperless . \
&& chmod 755 /sbin/docker-entrypoint.sh
WORKDIR /usr/src/paperless/src/
RUN sudo -HEu paperless python3 manage.py collectstatic --clear --no-input
VOLUME ["/usr/src/paperless/data", "/usr/src/paperless/media", "/usr/src/paperless/consume", "/usr/src/paperless/export"]
ENTRYPOINT ["/sbin/docker-entrypoint.sh"]
CMD ["/usr/local/bin/supervisord", "-c", "/etc/supervisord.conf"]
LABEL maintainer="Jonas Winkler <dev@jpwinkler.de>"

44
docker/local/docker-compose.postgres.yml
View File

@ -1,44 +0,0 @@
version: "3.4"
services:
broker:
image: redis:6.0
restart: always
db:
image: postgres:13
restart: always
volumes:
- pgdata:/var/lib/postgresql/data
environment:
POSTGRES_DB: paperless
POSTGRES_USER: paperless
POSTGRES_PASSWORD: paperless
webserver:
build: .
restart: always
depends_on:
- db
- broker
ports:
- 8000:8000
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:8000"]
interval: 30s
timeout: 10s
retries: 5
volumes:
- data:/usr/src/paperless/data
- media:/usr/src/paperless/media
- ./export:/usr/src/paperless/export
- ./consume:/usr/src/paperless/consume
env_file: docker-compose.env
environment:
PAPERLESS_REDIS: redis://broker:6379
PAPERLESS_DBHOST: db
volumes:
data:
media:
pgdata:

31
docker/local/docker-compose.sqlite.yml
View File

@ -1,31 +0,0 @@
version: "3.4"
services:
broker:
image: redis:6.0
restart: always
webserver:
build: .
restart: always
depends_on:
- broker
ports:
- 8000:8000
healthcheck:
test: ["CMD", "curl", "-f", "http://localhost:8000"]
interval: 30s
timeout: 10s
retries: 5
volumes:
- data:/usr/src/paperless/data
- media:/usr/src/paperless/media
- ./export:/usr/src/paperless/export
- ./consume:/usr/src/paperless/consume
env_file: docker-compose.env
environment:
PAPERLESS_REDIS: redis://broker:6379
volumes:
data:
media:

15
docker/management_script.sh Normal file
View File

@ -0,0 +1,15 @@
#!/bin/bash
set -e
cd /usr/src/paperless/src/
if [[ $(id -u) == 0 ]] ;
then
sudo -HEu paperless python3 manage.py management_command "$@"
elif [[ $(id -un) == "paperless" ]] ;
then
python3 manage.py management_command "$@"
else
echo "Unknown user."
fi

2
docker/supervisord.conf
View File

@ -8,7 +8,7 @@ loglevel=info ; log level; default info; others: debug,warn,trace
user=root
[program:gunicorn]
command=gunicorn -c /usr/src/paperless/gunicorn.conf.py -b 0.0.0.0:8000 paperless.wsgi
command=gunicorn -c /usr/src/paperless/gunicorn.conf.py paperless.asgi:application
user=paperless
stdout_logfile=/dev/stdout

255
docs/administration.rst
View File

@ -20,6 +20,14 @@ Options available to any installation of paperless:
metadata to a specific folder. You may import your documents into a
fresh instance of paperless again or store your documents in another
DMS with this export.
* The document exporter is also able to update an already existing export.
Therefore, incremental backups with ``rsync`` are entirely possible.
.. caution::
You cannot import the export generated with one version of paperless in a
different version of paperless. The export contains an exact image of the
database, and migrations may change the database layout.
Options available to docker installations:
@ -48,16 +56,16 @@ Options available to bare-metal and non-docker installations:
Restoring
=========
.. _administration-updating:
Updating paperless
Updating Paperless
##################
Docker Route
============
If a new release of paperless-ng is available, upgrading depends on how you
installed paperless-ng in the first place. The releases are available at
installed paperless-ng in the first place. The releases are available at the
`release page <https://github.com/jonaswinkler/paperless-ng/releases>`_.
First of all, ensure that paperless is stopped.
@ -69,103 +77,162 @@ First of all, ensure that paperless is stopped.
After that, :ref:`make a backup <administration-backup>`.
A. If you used the dockerfiles archive, simply download the files of the new release,
adjust the settings in the files (i.e., the path to your consumption directory),
and replace your existing docker-compose files. Then start paperless as usual,
which will pull the new image, and update your database, if necessary:
A. If you pull the image from the docker hub, all you need to do is:
.. code:: shell-session
$ cd /path/to/paperless
$ docker-compose pull
$ docker-compose up
If you see everything working, you can start paperless-ng with "-d" to have it
run in the background.
The docker-compose files refer to the ``latest`` version, which is always the latest
stable release.
.. hint::
The released docker-compose files specify exact versions to be pulled from the hub.
This is to ensure that if the docker-compose files should change at some point
(i.e., services updates/configured differently), you wont run into trouble due to
docker pulling the ``latest`` image and running it in an older environment.
B. If you built the image yourself, grab the new archive and replace your current
paperless folder with the new contents.
After that, make the necessary adjustments to the docker-compose.yml (i.e.,
adjust your consumption directory).
Build and start the new image with:
B. If you built the image yourself, do the following:
.. code:: shell-session
$ cd /path/to/paperless
$ git pull
$ ./compile-frontend.sh
$ docker-compose build
$ docker-compose up
If you see everything working, you can start paperless-ng with "-d" to have it
run in the background.
Running ``docker-compose up`` will also apply any new database migrations.
If you see everything working, press CTRL+C once to gracefully stop paperless.
Then you can start paperless-ng with ``-d`` to have it run in the background.
.. hint::
.. note::
You can usually keep your ``docker-compose.env`` file, since this file will
never include mandatory configuration options. However, it is worth checking
out the new version of this file, since it might have new recommendations
on what to configure.
In version 0.9.14, the update process was changed. In 0.9.13 and earlier, the
docker-compose files specified exact versions and pull won't automatically
update to newer versions. In order to enable updates as described above, either
get the new ``docker-compose.yml`` file from `here <https://github.com/jonaswinkler/paperless-ng/tree/master/docker/compose>`_
or edit the ``docker-compose.yml`` file, find the line that says
.. code::
Updating paperless without docker
=================================
image: jonaswinkler/paperless-ng:0.9.x
and replace the version with ``latest``:
.. code::
image: jonaswinkler/paperless-ng:latest
Bare Metal Route
================
After grabbing the new release and unpacking the contents, do the following:
1. Update python requirements. Paperless uses
`Pipenv`_ for managing dependencies:
1. Update dependencies. New paperless version may require additional
dependencies. The dependencies required are listed in the section about
:ref:`bare metal installations <setup-bare_metal>`.
2. Update python requirements. Keep in mind to activate your virtual environment
before that, if you use one.
.. code:: shell-session
$ pip install --upgrade pipenv
$ cd /path/to/paperless
$ pipenv clean
$ pipenv install
This creates a new virtual environment (or uses your existing environment)
and installs all dependencies into it.
2. Collect static files.
.. code:: shell-session
$ cd src
$ pipenv run python3 manage.py collectstatic --clear
$ pip install -r requirements.txt
3. Migrate the database.
.. code:: shell-session
$ cd src
$ pipenv run python3 manage.py migrate
$ python3 manage.py migrate
This might not actually do anything. Not every new paperless version comes with new
database migrations.
Ansible Route
=============
Most of the update process is automated when using the ansible role.
1. Backup your defined role variables file outside the paperless source-tree:
.. code:: shell-session
$ cp ansible/vars.yml ~/vars.yml.old
2. Pull the release tag you want to update to:
.. code:: shell-session
$ git fetch --all
$ git checkout ng-0.9.14
3. Update the role variable definitions ``ansible/vars.yml`` (where appropriate).
4. Run the ansible playbook you created created during :ref:`installation <setup-ansible>` again:
.. note::
When ansible detects that an update run is in progress, it backs up the entire ``paperlessng_directory`` to ``paperlessng_directory-TIMESTAMP``.
Updates can be rolled back by simply moving the timestamped folder back to the original location.
If the update succeeds and you want to continue using the new release, please don't forget to delete the backup folder.
.. code:: shell-session
$ ansible-playbook playbook.yml
Downgrading Paperless
#####################
Downgrades are possible. However, some updates also contain database migrations (these change the layout of the database and may move data).
In order to move back from a version that applied database migrations, you'll have to revert the database migration *before* downgrading,
and then downgrade paperless.
This table lists the most recent database migrations for each versions:
+---------+-------------------------+
| Version | Latest migration number |
+---------+-------------------------+
| 1.0.0 | 1011 |
+---------+-------------------------+
| 1.1.0 | 1011 |
+---------+-------------------------+
| 1.1.1 | 1012 |
+---------+-------------------------+
Execute the following management command to migrate your database:
.. code:: shell-session
$ python3 manage.py migrate documents <migration number>
.. note::
Some migrations cannot be undone. The command will issue errors if that happens.
.. _utilities-management-commands:
Management utilities
####################
Paperless comes with some management commands that perform various maintenance
tasks on your paperless instance. You can invoke these commands either by
tasks on your paperless instance. You can invoke these commands in the following way:
.. code:: bash
With docker-compose, while paperless is running:
.. code:: shell-session
$ cd /path/to/paperless
$ docker-compose run --rm webserver <command> <arguments>
$ docker-compose exec webserver <command> <arguments>
or
With docker, while paperless is running:
.. code:: bash
.. code:: shell-session
$ docker exec -it <container-name> <command> <arguments>
Bare metal:
.. code:: shell-session
$ cd /path/to/paperless/src
$ pipenv run python manage.py <command> <arguments>
depending on whether you use docker or not.
$ python3 manage.py <command> <arguments>
All commands have built-in help, which can be accessed by executing them with
the argument ``--help``.
@ -180,7 +247,12 @@ backup or migration to another DMS.
.. code::
document_exporter target
document_exporter target [-c] [-f] [-d]
optional arguments:
-c, --compare-checksums
-f, --use-filename-format
-d, --delete
``target`` is a folder to which the data gets written. This includes documents,
thumbnails and a ``manifest.json`` file. The manifest contains all metadata from
@ -190,6 +262,24 @@ When you use the provided docker compose script, specify ``../export`` as the
target. This path inside the container is automatically mounted on your host on
the folder ``export``.
If the target directory already exists and contains files, paperless will assume
that the contents of the export directory are a previous export and will attempt
to update the previous export. Paperless will only export changed and added files.
Paperless determines whether a file has changed by inspecting the file attributes
"date/time modified" and "size". If that does not work out for you, specify
``--compare-checksums`` and paperless will attempt to compare file checksums instead.
This is slower.
Paperless will not remove any existing files in the export directory. If you want
paperless to also remove files that do not belong to the current export such as files
from deleted documents, specify ``--delete``. Be careful when pointing paperless to
a directory that already contains other files.
The filenames generated by this command follow the format
``[date created] [correspondent] [title].[extension]``.
If you want paperless to use ``PAPERLESS_FILENAME_FORMAT`` for exported filenames
instead, specify ``--use-filename-format``.
.. _utilities-importer:
@ -320,6 +410,34 @@ the naming scheme.
The command takes no arguments and processes all your documents at once.
.. _utilities-sanity-checker:
Sanity checker
==============
Paperless has a built-in sanity checker that inspects your document collection for issues.
The issues detected by the sanity checker are as follows:
* Missing original files.
* Missing archive files.
* Inaccessible original files due to improper permissions.
* Inaccessible archive files due to improper permissions.
* Corrupted original documents by comparing their checksum against what is stored in the database.
* Corrupted archive documents by comparing their checksum against what is stored in the database.
* Missing thumbnails.
* Inaccessible thumbnails due to improper permissions.
* Documents without any content (warning).
* Orphaned files in the media directory (warning). These are files that are not referenced by any document im paperless.
.. code::
document_sanity_checker
The command takes no arguments. Depending on the size of your document archive, this may take some time.
Fetching e-mail
===============
@ -349,10 +467,11 @@ This command creates PDF/A documents for your documents.
.. code::
document_archiver --overwrite
document_archiver --overwrite --document <id>
This command will only attempt to create archived documents when no archived
document exists yet, unless ``--overwrite`` is specified.
document exists yet, unless ``--overwrite`` is specified. If ``--document <id>``
is specified, the archiver will only process that document.
.. note::
@ -362,6 +481,11 @@ document exists yet, unless ``--overwrite`` is specified.
at any time, since this command will skip already archived versions the next time
it is run.
.. note::
Some documents will cause errors and cannot be converted into PDF/A documents,
such as encrypted PDF documents. The archiver will skip over these documents
each time it sees them.
.. _utilities-encyption:
@ -401,6 +525,3 @@ Basic usage to disable encryption of your document store:
.. code::
decrypt_documents [--passphrase SECR3TP4SSPHRA$E]
.. _Pipenv: https://pipenv.pypa.io/en/latest/

118
docs/advanced_usage.rst
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@ -5,85 +5,6 @@ Advanced topics
Paperless offers a couple features that automate certain tasks and make your life
easier.
Guesswork
#########
Any document you put into the consumption directory will be consumed, but if
you name the file right, it'll automatically set some values in the database
for you. This is is the logic the consumer follows:
1. Try to find the correspondent, title, and tags in the file name following
the pattern: ``Date - Correspondent - Title - tag,tag,tag.pdf``. Note that
the format of the date is **rigidly defined** as ``YYYYMMDDHHMMSSZ`` or
``YYYYMMDDZ``. The ``Z`` refers "Zulu time" AKA "UTC".
The tags are optional, so the format ``Date - Correspondent - Title.pdf``
works as well.
2. If that doesn't work, we skip the date and try this pattern:
``Correspondent - Title - tag,tag,tag.pdf``.
3. If that doesn't work, we try to find the correspondent and title in the file
name following the pattern: ``Correspondent - Title.pdf``.
4. If that doesn't work, just assume that the name of the file is the title.
So given the above, the following examples would work as you'd expect:
* ``20150314000700Z - Some Company Name - Invoice 2016-01-01 - money,invoices.pdf``
* ``20150314Z - Some Company Name - Invoice 2016-01-01 - money,invoices.pdf``
* ``Some Company Name - Invoice 2016-01-01 - money,invoices.pdf``
* ``Another Company - Letter of Reference.jpg``
* ``Dad's Recipe for Pancakes.png``
These however wouldn't work:
* ``2015-03-14 00:07:00 UTC - Some Company Name, Invoice 2016-01-01, money, invoices.pdf``
* ``2015-03-14 - Some Company Name, Invoice 2016-01-01, money, invoices.pdf``
* ``Some Company Name, Invoice 2016-01-01, money, invoices.pdf``
* ``Another Company- Letter of Reference.jpg``
Do I have to be so strict about naming?
=======================================
Rather than using the strict document naming rules, one can also set the option
``PAPERLESS_FILENAME_DATE_ORDER`` in ``paperless.conf`` to any date order
that is accepted by dateparser_. Doing so will cause ``paperless`` to default
to any date format that is found in the title, instead of a date pulled from
the document's text, without requiring the strict formatting of the document
filename as described above.
.. _dateparser: https://github.com/scrapinghub/dateparser/blob/v0.7.0/docs/usage.rst#settings
.. _advanced-transforming_filenames:
Transforming filenames for parsing
==================================
Some devices can't produce filenames that can be parsed by the default
parser. By configuring the option ``PAPERLESS_FILENAME_PARSE_TRANSFORMS`` in
``paperless.conf`` one can add transformations that are applied to the filename
before it's parsed.
The option contains a list of dictionaries of regular expressions (key:
``pattern``) and replacements (key: ``repl``) in JSON format, which are
applied in order by passing them to ``re.subn``. Transformation stops
after the first match, so at most one transformation is applied. The general
syntax is
.. code:: python
[{"pattern":"pattern1", "repl":"repl1"}, {"pattern":"pattern2", "repl":"repl2"}, ..., {"pattern":"patternN", "repl":"replN"}]
The example below is for a Brother ADS-2400N, a scanner that allows
different names to different hardware buttons (useful for handling
multiple entities in one instance), but insists on adding ``_<count>``
to the filename.
.. code:: python
# Brother profile configuration, support "Name_Date_Count" (the default
# setting) and "Name_Count" (use "Name" as tag and "Count" as title).
PAPERLESS_FILENAME_PARSE_TRANSFORMS=[{"pattern":"^([a-z]+)_(\\d{8})_(\\d{6})_([0-9]+)\\.", "repl":"\\2\\3Z - \\4 - \\1."}, {"pattern":"^([a-z]+)_([0-9]+)\\.", "repl":" - \\2 - \\1."}]
.. _advanced-matching:
Matching tags, correspondents and document types
@ -263,10 +184,10 @@ using the identifier which it has assigned to each document. You will end up get
files like ``0000123.pdf`` in your media directory. This isn't necessarily a bad
thing, because you normally don't have to access these files manually. However, if
you wish to name your files differently, you can do that by adjusting the
``PAPERLESS_FILENAME_FORMAT`` settings variable.
``PAPERLESS_FILENAME_FORMAT`` configuration option.
This variable allows you to configure the filename (folders are allowed!) using
placeholders. For example, setting
This variable allows you to configure the filename (folders are allowed) using
placeholders. For example, configuring this to
.. code:: bash
@ -277,17 +198,16 @@ will create a directory structure as follows:
.. code::
2019/
my_bank/
statement-january-0000001.pdf
statement-february-0000002.pdf
My bank/
Statement January.pdf
Statement February.pdf
2020/
my_bank/
statement-january-0000003.pdf
shoe_store/
my_new_shoes-0000004.pdf
Paperless appends the unique identifier of each document to the filename. This
avoids filename clashes.
My bank/
Statement January.pdf
Letter.pdf
Letter_01.pdf
Shoe store/
My new shoes.pdf
.. danger::
@ -297,7 +217,10 @@ avoids filename clashes.
Paperless provides the following placeholders withing filenames:
* ``{asn}``: The archive serial number of the document, or "none".
* ``{correspondent}``: The name of the correspondent, or "none".
* ``{document_type}``: The name of the document type, or "none".
* ``{tag_list}``: A comma separated list of all tags assigned to the document.
* ``{title}``: The title of the document.
* ``{created}``: The full date and time the document was created.
* ``{created_year}``: Year created only.
@ -307,10 +230,15 @@ Paperless provides the following placeholders withing filenames:
* ``{added_year}``: Year added only.
* ``{added_month}``: Month added only (number 1-12).
* ``{added_day}``: Day added only (number 1-31).
* ``{tags}``: I don't know how this works. Look at the source.
Paperless will convert all values for the placeholders into values which are safe
for use in filenames.
Paperless will try to conserve the information from your database as much as possible.
However, some characters that you can use in document titles and correspondent names (such
as ``: \ /`` and a couple more) are not allowed in filenames and will be replaced with dashes.
If paperless detects that two documents share the same filename, paperless will automatically
append ``_01``, ``_02``, etc to the filename. This happens if all the placeholders in a filename
evaluate to the same value.
.. hint::

149
docs/api.rst
View File

@ -13,9 +13,9 @@ available filters and ordering fields.
The API provides 5 main endpoints:
* ``/api/documents/``: Full CRUD support, except POSTing new documents. See below.
* ``/api/correspondents/``: Full CRUD support.
* ``/api/document_types/``: Full CRUD support.
* ``/api/documents/``: Full CRUD support, except POSTing new documents. See below.
* ``/api/logs/``: Read-Only.
* ``/api/tags/``: Full CRUD support.
@ -23,13 +23,45 @@ All of these endpoints except for the logging endpoint
allow you to fetch, edit and delete individual objects
by appending their primary key to the path, for example ``/api/documents/454/``.
The objects served by the document endpoint contain the following fields:
* ``id``: ID of the document. Read-only.
* ``title``: Title of the document.
* ``content``: Plain text content of the document.
* ``tags``: List of IDs of tags assigned to this document, or empty list.
* ``document_type``: Document type of this document, or null.
* ``correspondent``: Correspondent of this document or null.
* ``created``: The date at which this document was created.
* ``modified``: The date at which this document was last edited in paperless. Read-only.
* ``added``: The date at which this document was added to paperless. Read-only.
* ``archive_serial_number``: The identifier of this document in a physical document archive.
* ``original_file_name``: Verbose filename of the original document. Read-only.
* ``archived_file_name``: Verbose filename of the archived document. Read-only. Null if no archived document is available.
Downloading documents
#####################
In addition to that, the document endpoint offers these additional actions on
individual documents:
* ``/api/documents/<pk>/download/``: Download the original document.
* ``/api/documents/<pk>/thumb/``: Download the PNG thumbnail of a document.
* ``/api/documents/<pk>/preview/``: Display the original document inline,
* ``/api/documents/<pk>/download/``: Download the document.
* ``/api/documents/<pk>/preview/``: Display the document inline,
without downloading it.
* ``/api/documents/<pk>/thumb/``: Download the PNG thumbnail of a document.
Paperless generates archived PDF/A documents from consumed files and stores both
the original files as well as the archived files. By default, the endpoints
for previews and downloads serve the archived file, if it is available.
Otherwise, the original file is served.
Some document cannot be archived.
The endpoints correctly serve the response header fields ``Content-Disposition``
and ``Content-Type`` to indicate the filename for download and the type of content of
the document.
In order to download or preview the original document when an archied document is available,
supply the query parameter ``original=true``.
.. hint::
@ -38,6 +70,80 @@ individual documents:
are in place. However, if you use these old URLs to access documents, you
should update your app or script to use the new URLs.
Getting document metadata
#########################
The api also has an endpoint to retrieve read-only metadata about specific documents. this
information is not served along with the document objects, since it requires reading
files and would therefore slow down document lists considerably.
Access the metadata of a document with an ID ``id`` at ``/api/documents/<id>/metadata/``.
The endpoint reports the following data:
* ``original_checksum``: MD5 checksum of the original document.
* ``original_size``: Size of the original document, in bytes.
* ``original_mime_type``: Mime type of the original document.
* ``media_filename``: Current filename of the document, under which it is stored inside the media directory.
* ``has_archive_version``: True, if this document is archived, false otherwise.
* ``original_metadata``: A list of metadata associated with the original document. See below.
* ``archive_checksum``: MD5 checksum of the archived document, or null.
* ``archive_size``: Size of the archived document in bytes, or null.
* ``archive_metadata``: Metadata associated with the archived document, or null. See below.
File metadata is reported as a list of objects in the following form:
.. code:: json
[
{
"namespace": "http://ns.adobe.com/pdf/1.3/",
"prefix": "pdf",
"key": "Producer",
"value": "SparklePDF, Fancy edition"
},
]
``namespace`` and ``prefix`` can be null. The actual metadata reported depends on the file type and the metadata
available in that specific document. Paperless only reports PDF metadata at this point.
Authorization
#############
The REST api provides three different forms of authentication.
1. Basic authentication
Authorize by providing a HTTP header in the form
.. code::
Authorization: Basic <credentials>
where ``credentials`` is a base64-encoded string of ``<username>:<password>``
2. Session authentication
When you're logged into paperless in your browser, you're automatically
logged into the API as well and don't need to provide any authorization
headers.
3. Token authentication
Paperless also offers an endpoint to acquire authentication tokens.
POST a username and password as a form or json string to ``/api/token/``
and paperless will respond with a token, if the login data is correct.
This token can be used to authenticate other requests with the
following HTTP header:
.. code::
Authorization: Token <token>
Tokens can be managed and revoked in the paperless admin.
Searching for documents
#######################
@ -65,6 +171,7 @@ Result list object returned by the endpoint:
"count": 1,
"page": 1,
"page_count": 1,
"corrected_query": "",
"results": [
]
@ -75,6 +182,8 @@ Result list object returned by the endpoint:
the page you requested, if you requested a page that is behind
the last page. In that case, the last page is returned.
* ``page_count``: The total number of pages.
* ``corrected_query``: Corrected version of the query string. Can be null.
If not null, can be used verbatim to start a new query.
* ``results``: A list of result objects on the current page.
Result object:
@ -112,21 +221,16 @@ Each fragment contains a list of strings, and some of them are marked as a highl
[
[
{"text": "This is a sample text with a "},
{"text": "highlighted", "term": 0},
{"text": " word."}
{"text": "This is a sample text with a ", "highlight": false},
{"text": "highlighted", "highlight": true},
{"text": " word.", "highlight": false}
],
[
{"text": "Another", "term": 1},
{"text": " fragment with a highlight."}
{"text": "Another", "highlight": true},
{"text": " fragment with a highlight.", "highlight": false}
]
]
When ``term`` is present within a string, the word within ``text`` should be highlighted.
The term index groups multiple matches together and words with the same index
should get identical highlighting.
A client may use this example to produce the following output:
... This is a sample text with a **highlighted** word. ... **Another** fragment with a highlight. ...
@ -166,8 +270,17 @@ The API provides a special endpoint for file uploads:
POST a multipart form to this endpoint, where the form field ``document`` contains
the document that you want to upload to paperless. The filename is sanitized and
then used to store the document in the consumption folder, where the consumer will
detect the document and process it as any other document.
then used to store the document in a temporary directory, and the consumer will
be instructed to consume the document from there.
The endpoint will immediately return "OK." if the document was stored in the
consumption directory.
The endpoint supports the following optional form fields:
* ``title``: Specify a title that the consumer should use for the document.
* ``correspondent``: Specify the ID of a correspondent that the consumer should use for the document.
* ``document_type``: Similar to correspondent.
* ``tags``: Similar to correspondent. Specify this multiple times to have multiple tags added
to the document.
The endpoint will immediately return "OK" if the document consumption process
was started successfully. No additional status information about the consumption
process itself is available, since that happens in a different process.

476
docs/changelog.rst
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@ -5,19 +5,468 @@
Changelog
*********
paperless-ng 1.2.1
##################
* `Rodrigo Avelino <https://github.com/rodavelino>`_ translated Paperless into Portuguese (Brazil).
* The date input fields now respect the currently selected date format.
* Added a fancy icon when adding paperless to the home screen on iOS devices. Thanks to `Joel Nordell <https://github.com/joelnordell>`_.
* When using regular expression matching, the regular expression is now validated before saving the tag/correspondent/type.
paperless-ng 1.2.0
##################
* Changes to the OCRmyPDF integration
* Added support for deskewing and automatic rotation of incorrectly rotated pages. This is enabled by default, see :ref:`configuration-ocr`.
* Better support for encrypted files.
* Better support for various other PDF files: Paperless will now attempt to force OCR with safe options when OCR fails with the configured options.
* Added an explicit option to skip cleaning with ``unpaper``.
* Download multiple selected documents as a zip archive.
* The document list now remembers the current page.
* Improved responsiveness when switching between saved views and the document list.
* Increased the default wait time when observing files in the consumption folder
with polling from 1 to 5 seconds. This will decrease the likelihood of paperless
consuming partially written files.
* Fixed a crash of the document archiver management command when trying to process documents with unknown mime types.
* Paperless no longer depends on ``libpoppler-cpp-dev``.
.. note::
Some packages that paperless depends on are slowly dropping Python 3.6
support one after another, including the web server. Supporting Python
3.6 means that I cannot update these packages anymore.
At some point, paperless will drop Python 3.6 support. If using a bare
metal installation and you're still on Python 3.6, upgrade to 3.7 or newer.
If using docker, this does not affect you.
paperless-ng 1.1.4
##################
* Added English (GB) locale.
* Added ISO-8601 date display option.
paperless-ng 1.1.3
##################
* Added a docker-specific configuration option to adjust the number of
worker processes of the web server. See :ref:`configuration-docker`.
* Some more memory usage optimizations.
* Don't show inbox statistics if no inbox tag is defined.
paperless-ng 1.1.2
##################
* Always show top left corner of thumbnails, even for extra wide documents.
* Added a management command for executing the sanity checker directly.
See :ref:`utilities-sanity-checker`.
* The weekly sanity check now reports messages in the log files.
* Fixed an issue with the metadata tab not reporting anything in case of missing files.
* Reverted a change from 1.1.0 that caused huge memory usage due to redis caching.
* Some memory usage optimizations.
paperless-ng 1.1.1
##################
This release contains new database migrations.
* Fixed a bug in the sanity checker that would cause it to display "x not in list" errors instead of actual issues.
* Fixed a bug with filename generation for archive filenames that would cause the archive files of two documents to overlap.
* This happened when ``PAPERLESS_FILENAME_FORMAT`` is used and the filenames of two or more documents are the same, except for the file extension.
* Paperless will now store the archive filename in the database as well instead of deriving it from the original filename, and use the
same logic for detecting and avoiding filename clashes that's also used for original filenames.
* The migrations will repair any missing archive files. If you're using tika, ensure that tika is running while performing the migration. Docker-compose will take care of that.
* Fixed a bug with thumbnail regeneration when TIKA integration was used.
* Added ASN as a placeholder field to the filename format.
* The docker image now comes with built-in shortcuts for most management commands. These are now the recommended way to execute management commands, since these
also ensure that they're always executed as the paperless user and you're less likely to run into permission issues. See :ref:`utilities-management-commands`.
paperless-ng 1.1.0
##################
* Document processing status
* Paperless now shows the status of processing documents on the dashboard in real time.
* Status notifications when
* New documents are detected in the consumption folder, in mails, uploaded on the front end,
or added with one of the mobile apps.
* Documents are successfully added to paperless.
* Document consumption failed (with error messages)
* Configuration options to enable/disable individual notifications.
* Live updates to document lists and saved views when new documents are added.
.. hint::
For status notifications and live updates to work, paperless now requires an `ASGI <https://asgi.readthedocs.io/en/latest/>`_-enabled
web server. The docker images uses ``gunicorn`` and an ASGI-enabled worker called `uvicorn <http://www.uvicorn.org/>`_,
and there is no need to configure anything.
For bare metal installations, changes are required for the notifications to work. Adapt the service ``paperless-webserver.service``
to use the supplied ``gunicorn.conf.py`` configuration file and adapt the reference to the ASGI application as follows:
.. code::
ExecStart=/opt/paperless/.local/bin/gunicorn -c /opt/paperless/gunicorn.conf.py paperless.asgi:application
Paperless will continue to work with WSGI, but you will not get any status notifications.
Apache ``mod_wsgi`` users, see :ref:`this note <faq-mod_wsgi>`.
* Paperless now offers suggestions for tags, correspondents and types on the document detail page.
* Added an interactive easy install script that automatically downloads, configures and starts paperless with docker.
* Official support for Python 3.9.
* Other changes and fixes
* Adjusted the default parallelization settings to run more than one task in parallel on systems with 4 or less cores.
This addresses issues with paperless not consuming any new files when other tasks are running.
* Fixed a rare race condition that would cause paperless to process incompletely written files when using the upload on the dashboard.
* The document classifier no longer issues warnings and errors when auto matching is not used at all.
* Better icon for document previews.
* Better info section in the side bar.
* Paperless no longer logs to the database. Instead, logs are written to rotating log files. This solves many "database is locked"
issues on Raspberry Pi, especially when SQLite is used.
* By default, log files are written to ``PAPERLESS_DATA_DIR/log/``. Logging settings can be adjusted with
``PAPERLESS_LOGGING_DIR``, ``PAPERLESS_LOGROTATE_MAX_SIZE`` and
``PAPERLESS_LOGROTATE_MAX_BACKUPS``.
paperless-ng 1.0.0
##################
Nothing special about this release, but since there are relatively few bug reports coming in, I think that this is reasonably stable.
* Document export
* The document exporter has been rewritten to support updating an already existing export in place.
This enables incremental backups with ``rsync``.
* The document exporter supports naming exported files according to ``PAPERLESS_FILENAME_FORMAT``.
* The document exporter locks the media directory and the database during execution to ensure that
the resulting export is consistent.
* See the :ref:`updated documentation <utilities-exporter>` for more details.
* Other changes and additions
* Added a language selector to the settings.
* Added date format options to the settings.
* Range selection with shift clicking is now possible in the document list.
* Filtering correspondent, type and tag management pages by name.
* Focus "Name" field in dialogs by default.
paperless-ng 0.9.14
###################
Starting with this version, releases are getting built automatically. This release also comes with changes on how to install and
update paperless.
* Paperless now uses GitHub Actions to make releases and build docker images.
* Docker images are available for amd64, armhf, and aarch64.
* When you pull an image from Docker Hub, Docker will automatically select the correct image for you.
* Changes to docker installations and updates
* The ``-dockerfiles.tar.xz`` release archive is gone. Instead, simply grab the docker files from ``/docker/compose`` in the repository
if you wish to install paperless by pulling from the hub.
* The docker compose files in ``/docker/compose`` were changed to always use the ``latest`` version automatically. In order to do further
updates, simply do a ``docker-compose pull``. The documentation has been updated.
* The docker compose files were changed to restart paperless on system boot only if it was running before shutdown.
* Documentation of the docker-compose files about what they do.
* Changes to bare metal installations and updates
* The release archive is built exactly like before. However, the release now comes with already compiled translation messages and
collected static files. Therefore, the update steps ``compilemessages`` and ``collectstatic`` are now obsolete.
* Other changes
* A new configuration option ``PAPERLESS_IGNORE_DATES`` was added by `jayme-github`_. This can be used to instruct paperless to ignore
certain dates (such as your date of birth) when guessing the date from the document content. This was actually introduced in 0.9.12,
I just forgot to mention it in the changelog.
* The filter drop downs now display selected entries on top of all other entries.
* The PostgreSQL client now supports setting an explicit ``sslmode`` to force encryption of the connection to PostgreSQL.
* The docker images now come with ``jbig2enc``, which is a lossless image encoder for PDF documents and decreases the size of certain
PDF/A documents.
* When using any of the manual matching algorithms, paperless now logs messages about when and why these matching algorithms matched.
* The default settings for parallelization in paperless were adjusted to always leave one CPU core free.
* Added an option to the frontend to choose which method to use for displaying PDF documents.
* Fixes
* An issue with the tika parser not picking up files from the consumption directory was fixed.
* A couple changes to the dark mode and fixes to several other layout issues.
* An issue with the drop downs for correspondents, tags and types not properly supporting filtering with special characters was fixed.
* Fixed an issue with filenames of downloaded files: Dates where off by one day due to timezone issues.
* Searching will continue to work even when the index returns non-existing documents. This resulted in "Document does not exist" errors
before. Instead, a warning is logged, indicating the issue.
* An issue with the consumer crashing when invalid regular expression were used was fixed.
paperless-ng 0.9.13
###################
* Fixed an issue with Paperless not starting due to the new Tika integration when ``USERMAP_UID`` and ``USERMAP_GID`` was used
in the ``docker-compose.env`` file.
paperless-ng 0.9.12
###################
* Paperless localization
* Thanks to the combined efforts of many users, Paperless is now available in English, Dutch, French and German.
* Thanks to `Jo Vandeginste`_, Paperless has optional support for Office documents such as .docx, .doc, .odt and more.
* See the :ref:`configuration<configuration-tika>` on how to enable this feature. This feature requires two additional services
(one for parsing Office documents and metadata extraction and another for converting Office documents to PDF), and is therefore
not enabled on default installations.
* As with all other documents, paperless converts Office documents to PDF and stores both the original as well as the archived PDF.
* Dark mode
* Thanks to `Michael Shamoon`_, paperless now has a dark mode. Configuration is available in the settings.
* Other changes and additions
* The PDF viewer now uses a local copy of some dependencies instead of fetching them from the internet. Thanks to `slorenz`_.
* Revamped search bar styling thanks to `Michael Shamoon`_.
* Sorting in the document list by clicking on table headers.
* A button was added to the document detail page that assigns a new ASN to a document.
* Form field validation: When providing invalid input in a form (such as a duplicate ASN or no name), paperless now has visual
indicators and clearer error messages about what's wrong.
* Paperless disables buttons with network actions (such as save and delete) when a network action is active. This indicates that
something is happening and prevents double clicking.
* When using "Save & next", the title field is focussed automatically to better support keyboard editing.
* E-Mail: Added filter rule parameters to allow inline attachments (watch out for mails with inlined images!) and attachment filename filters
with wildcards.
* Support for remote user authentication thanks to `Michael Shamoon`_. This is useful for hiding Paperless behind single sign on applications
such as `authelia <https://www.authelia.com/>`_.
* "Clear filters" has been renamed to "Reset filters" and now correctly restores the default filters on saved views. Thanks to `Michael Shamoon`_
* Fixes
* Paperless was unable to save views when "Not assigned" was chosen in one of the filter dropdowns.
* Clearer error messages when pre and post consumption scripts do not exist.
* The post consumption script is executed later in the consumption process. Before the change, an ID was passed to the script referring to
a document that did not yet exist in the database.
paperless-ng 0.9.11
###################
* Fixed an issue with the docker image not starting at all due to a configuration change of the web server.
paperless-ng 0.9.10
###################
* Bulk editing
* Thanks to `Michael Shamoon`_, we've got a new interface for the bulk editor.
* There are some configuration options in the settings to alter the behavior.
* Other changes and additions
* Thanks to `zjean`_, paperless now publishes a webmanifest, which is useful for adding the application to home screens on mobile devices.
* The Paperless-ng logo now navigates to the dashboard.
* Filter for documents that don't have any correspondents, types or tags assigned.
* Tags, types and correspondents are now sorted case insensitive.
* Lots of preparation work for localization support.
* Fixes
* Added missing dependencies for Raspberry Pi builds.
* Fixed an issue with plain text file consumption: Thumbnail generation failed due to missing fonts.
* An issue with the search index reporting missing documents after bulk deletes was fixed.
* Issue with the tag selector not clearing input correctly.
* The consumer used to stop working when encountering an incomplete classifier model file.
.. note::
The bulk delete operations did not update the search index. Therefore, documents that you deleted remained in the index and
caused the search to return messages about missing documents when searching. Further bulk operations will properly update
the index.
However, this change is not retroactive: If you used the delete method of the bulk editor, you need to reindex your search index
by :ref:`running the management command document_index with the argument reindex <administration-index>`.
paperless-ng 0.9.9
##################
Christmas release!
* Bulk editing
* Paperless now supports bulk editing.
* The following operations are available: Add and remove correspondents, tags, document types from selected documents, as well as mass-deleting documents.
* We've got a more fancy UI in the works that makes these features more accessible, but that's not quite ready yet.
* Searching
* Paperless now supports searching for similar documents ("More like this") both from the document detail page as well as from individual search results.
* A search score indicates how well a document matches the search query, or how similar a document is to a given reference document.
* Other additions and changes
* Clarification in the UI that the fields "Match" and "Is insensitive" are not relevant for the Auto matching algorithm.
* New select interface for tags, types and correspondents allows filtering. This also improves tag selection. Thanks again to `Michael Shamoon`_!
* Page navigation controls for the document viewer, thanks to `Michael Shamoon`_.
* Layout changes to the small cards document list.
* The dashboard now displays the username (or full name if specified in the admin) on the dashboard.
* Fixes
* An error that caused the document importer to crash was fixed.
* An issue with changes not being possible when ``PAPERLESS_COOKIE_PREFIX`` is used was fixed.
* The date selection filters now allow manual entry of dates.
* Feature Removal
* Most of the guesswork features have been removed. Paperless no longer tries to extract correspondents and tags from file names.
paperless-ng 0.9.8
##################
This release addresses two severe issues with the previous release.
* The delete buttons for document types, correspondents and tags were not working.
* The document section in the admin was causing internal server errors (500).
paperless-ng 0.9.7
##################
* Front end
* Thanks to the hard work of `Michael Shamoon`_, paperless now comes with a much more streamlined UI for
filtering documents.
* `Michael Shamoon`_ replaced the document preview with another component. This should fix compatibility with Safari browsers.
* Added buttons to the management pages to quickly show all documents with one specific tag, correspondent, or title.
* Paperless now stores your saved views on the server and associates them with your user account.
This means that you can access your views on multiple devices and have separate views for different users.
You will have to recreate your views.
* The GitHub and documentation links now open in new tabs/windows. Thanks to `rYR79435`_.
* Paperless now generates default saved view names when saving views with certain filter rules.
* Added a small version indicator to the front end.
* Other additions and changes
* The new filename format field ``{tag_list}`` inserts a list of tags into the filename, separated by comma.
* The ``document_retagger`` no longer removes inbox tags or tags without matching rules.
* The new configuration option ``PAPERLESS_COOKIE_PREFIX`` allows you to run multiple instances of paperless on different ports.
This option enables you to be logged in into multiple instances by specifying different cookie names for each instance.
* Fixes
* Sometimes paperless would assign dates in the future to newly consumed documents.
* The filename format fields ``{created_month}`` and ``{created_day}`` now use a leading zero for single digit values.
* The filename format field ``{tags}`` can no longer be used without arguments.
* Paperless was not able to consume many images (especially images from mobile scanners) due to missing DPI information.
Paperless now assumes A4 paper size for PDF generation if no DPI information is present.
* Documents with empty titles could not be opened from the table view due to the link being empty.
* Fixed an issue with filenames containing special characters such as ``:`` not being accepted for upload.
* Fixed issues with thumbnail generation for plain text files.
paperless-ng 0.9.6
##################
This release focusses primarily on many small issues with the UI.
* Front end
* Paperless now has proper window titles.
* Fixed an issue with the small cards when more than 7 tags were used.
* Navigation of the "Show all" links adjusted. They navigate to the saved view now, if available in the sidebar.
* Some indication on the document lists that a filter is active was added.
* There's a new filter to filter for documents that do *not* have a certain tag.
* The file upload box now shows upload progress.
* The document edit page was reorganized.
* The document edit page shows various information about a document.
* An issue with the height of the preview was fixed.
* Table issues with too long document titles fixed.
* API
* The API now serves file names with documents.
* The API now serves various metadata about documents.
* API documentation updated.
* Other
* Fixed an issue with the docker image when a non-standard PostgreSQL port was used.
* The docker image was trying check for installed languages before actually installing them.
* ``FILENAME_FORMAT`` placeholder for document types.
* The filename formatter is now less restrictive with file names and tries to
conserve the original correspondents, types and titles as much as possible.
* The filename formatter does not include the document ID in filenames anymore. It will
rather append ``_01``, ``_02``, etc when it detects duplicate filenames.
.. note::
The changes to the filename format will apply to newly added documents and changed documents.
If you want all files to reflect these changes, execute the ``document_renamer`` management
command.
paperless-ng 0.9.5
##################
This release concludes the big changes I wanted to get rolled into paperless. The next releases before 1.0 will
focus on fixing issues, primarily.
* OCR
* Paperless now uses `OCRmyPDF <https://github.com/jbarlow83/OCRmyPDF>`_ to perform OCR on documents.
It still uses tesseract under the hood, but the PDF parser of Paperless has changed considerably and
will behave different for some douments.
* OCRmyPDF creates archived PDF/A documents with embedded text that can be selected in the front end.
* Paperless stores archived versions of documents alongside with the originals. The originals can be
accessed on the document edit page, if available.
accessed on the document edit page. If available, a dropdown menu will appear next to the download button.
* Many of the configuration options regarding OCR have changed. See :ref:`configuration-ocr` for details.
* Paperless no longer guesses the language of your documents. It always uses the language that you
specified with ``PAPERLESS_OCR_LANGUAGE``. Be sure to set this to the language the majority of your
documents are in.
documents are in. Multiple languages can be specified, but that requires more CPU time.
* The management command :ref:`document_archiver <utilities-archiver>` can be used to create archived versions for already
existing documents.
@ -27,10 +476,28 @@ paperless-ng 0.9.5
based on the sub folders a document was found in. This can be configured with ``PAPERLESS_CONSUMER_RECURSIVE`` and
``PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS``.
* API
* The API now offers token authentication.
* The endpoint for uploading documents now supports specifying custom titles, correspondents, tags and types.
This can be used by clients to override the default behavior of paperless. See :ref:`api-file_uploads`.
* The document endpoint of API now serves documents in this form:
* correspondents, document types and tags are referenced by their ID in the fields ``correspondent``, ``document_type`` and ``tags``. The ``*_id`` versions are gone. These fields are read/write.
* paperless does not serve nested tags, correspondents or types anymore.
* Front end
* Paperless does some basic caching of correspondents, tags and types and will only request them from the server when necessary or when entirely reloading the page.
* Document list fetching is about 10%-30% faster now, especially when lots of tags/correspondents are present.
* Some minor improvements to the front end, such as document count in the document list, better highlighting of the current page, and improvements to the filter behavior.
* Fixes:
* A bug with the generation of filenames for files with unsupported types caused the exporter and
document saving to crash.
* Mail handling no longer exits entirely when encountering errors. It will skip the account/rule/message on which the error occured.
* Assigning correspondents from mail sender names failed for very long names. Paperless no longer assigns correspondents in these cases.
paperless-ng 0.9.4
##################
@ -777,6 +1244,11 @@ bulk of the work on this big change.
* Initial release
.. _slorenz: https://github.com/sisao
.. _Jo Vandeginste: https://github.com/jovandeginste
.. _zjean: https://github.com/zjean
.. _rYR79435: https://github.com/rYR79435
.. _Michael Shamoon: https://github.com/shamoon
.. _jayme-github: http://github.com/jayme-github
.. _Brian Conn: https://github.com/TheConnMan
.. _Christopher Luu: https://github.com/nuudles

53
docs/conf.py
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@ -1,48 +1,21 @@
# -*- coding: utf-8 -*-
#
# Paperless documentation build configuration file, created by
# sphinx-quickstart on Mon Oct 26 18:36:52 2015.
#
# This file is execfile()d with the current directory set to its
# containing dir.
#
# Note that not all possible configuration values are present in this
# autogenerated file.
#
# All configuration values have a default; values that are commented out
# serve to show the default.
import sphinx_rtd_theme
__version__ = None
exec(open("../src/paperless/version.py").read())
# Believe it or not, this is the officially sanctioned way to add custom CSS.
def setup(app):
app.add_stylesheet("custom.css")
# If extensions (or modules to document with autodoc) are in another directory,
# add these directories to sys.path here. If the directory is relative to the
# documentation root, use os.path.abspath to make it absolute, like shown here.
#sys.path.insert(0, os.path.abspath('.'))
# -- General configuration ------------------------------------------------
# If your documentation needs a minimal Sphinx version, state it here.
#needs_sphinx = '1.0'
# Add any Sphinx extension module names here, as strings. They can be
# extensions coming with Sphinx (named 'sphinx.ext.*') or your custom
# ones.
extensions = [
'sphinx.ext.autodoc',
'sphinx.ext.intersphinx',
'sphinx.ext.todo',
'sphinx.ext.imgmath',
'sphinx.ext.viewcode',
'sphinx_rtd_theme',
]
# Add any paths that contain templates here, relative to this directory.
templates_path = ['_templates']
# templates_path = ['_templates']
# The suffix of source filenames.
source_suffix = '.rst'
@ -55,7 +28,7 @@ master_doc = 'index'
# General information about the project.
project = u'Paperless-ng'
copyright = u'2015, Daniel Quinn'
copyright = u'2021, Daniel Quinn, Jonas Winkler'
# The version info for the project you're documenting, acts as replacement for
# |version| and |release|, also used in various other places throughout the
@ -115,7 +88,7 @@ pygments_style = 'sphinx'
# The theme to use for HTML and HTML Help pages. See the documentation for
# a list of builtin themes.
html_theme = 'default'
html_theme = 'sphinx_rtd_theme'
# Theme options are theme-specific and customize the look and feel of a theme
# further. For a list of options available for each theme, see the
@ -195,20 +168,6 @@ html_static_path = ['_static']
# Output file base name for HTML help builder.
htmlhelp_basename = 'paperless'
#
# Attempt to use the ReadTheDocs theme. If it's not installed, fallback to
# the default.
#
try:
import sphinx_rtd_theme
html_theme = "sphinx_rtd_theme"
html_theme_path = [sphinx_rtd_theme.get_html_theme_path()]
except ImportError as e:
print("error " + str(e))
pass
# -- Options for LaTeX output ---------------------------------------------
latex_elements = {

283
docs/configuration.rst
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@ -53,6 +53,12 @@ PAPERLESS_DBPASS=<password>
Defaults to "paperless".
PAPERLESS_DBSSLMODE=<mode>
SSL mode to use when connecting to PostgreSQL.
See `the official documentation about sslmode <https://www.postgresql.org/docs/current/libpq-ssl.html>`_.
Default is ``prefer``.
Paths and folders
#################
@ -66,13 +72,13 @@ PAPERLESS_CONSUMPTION_DIR=<path>
container. Change the local consumption directory in the docker-compose.yml
file instead.
Defaults to "../consume", relative to the "src" directory.
Defaults to "../consume/", relative to the "src" directory.
PAPERLESS_DATA_DIR=<path>
This is where paperless stores all its data (search index, SQLite database,
classification model, etc).
Defaults to "../data", relative to the "src" directory.
Defaults to "../data/", relative to the "src" directory.
PAPERLESS_MEDIA_ROOT=<path>
This is where your documents and thumbnails are stored.
@ -80,7 +86,7 @@ PAPERLESS_MEDIA_ROOT=<path>
You can set this and PAPERLESS_DATA_DIR to the same folder to have paperless
store all its data within the same volume.
Defaults to "../media", relative to the "src" directory.
Defaults to "../media/", relative to the "src" directory.
PAPERLESS_STATICDIR=<path>
Override the default STATIC_ROOT here. This is where all static files
@ -88,7 +94,7 @@ PAPERLESS_STATICDIR=<path>
Unless you're doing something fancy, there is no need to override this.
Defaults to "../static", relative to the "src" directory.
Defaults to "../static/", relative to the "src" directory.
PAPERLESS_FILENAME_FORMAT=<format>
Changes the filenames paperless uses to store documents in the media directory.
@ -96,6 +102,25 @@ PAPERLESS_FILENAME_FORMAT=<format>
Default is none, which disables this feature.
PAPERLESS_LOGGING_DIR=<path>
This is where paperless will store log files.
Defaults to "``PAPERLESS_DATA_DIR``/log/".
Logging
#######
PAPERLESS_LOGROTATE_MAX_SIZE=<num>
Maximum file size for log files before they are rotated, in bytes.
Defaults to 1 MiB.
PAPERLESS_LOGROTATE_MAX_BACKUPS=<num>
Number of rotated log files to keep.
Defaults to 20.
Hosting & Security
##################
@ -152,6 +177,22 @@ PAPERLESS_AUTO_LOGIN_USERNAME=<username>
Defaults to none, which disables this feature.
PAPERLESS_COOKIE_PREFIX=<str>
Specify a prefix that is added to the cookies used by paperless to identify
the currently logged in user. This is useful for when you're running two
instances of paperless on the same host.
After changing this, you will have to login again.
Defaults to ``""``, which does not alter the cookie names.
PAPERLESS_ENABLE_HTTP_REMOTE_USER=<bool>
Allows authentication via HTTP_REMOTE_USER which is used by some SSO
applications.
Defaults to `false` which disables this feature.
.. _configuration-ocr:
OCR settings
@ -161,7 +202,6 @@ Paperless uses `OCRmyPDF <https://ocrmypdf.readthedocs.io/en/latest/>`_ for
performing OCR on documents and images. Paperless uses sensible defaults for
most settings, but all of them can be configured to your needs.
PAPERLESS_OCR_LANGUAGE=<lang>
Customize the language that paperless will attempt to use when
parsing documents.
@ -204,6 +244,54 @@ PAPERLESS_OCR_MODE=<mode>
The default is ``skip``, which only performs OCR when necessary and always
creates archived documents.
Read more about this in the `OCRmyPDF documentation <https://ocrmypdf.readthedocs.io/en/latest/advanced.html#when-ocr-is-skipped>`_.
PAPERLESS_OCR_CLEAN=<mode>
Tells paperless to use ``unpaper`` to clean any input document before
sending it to tesseract. This uses more resources, but generally results
in better OCR results. The following modes are available:
* ``clean``: Apply unpaper.
* ``clean-final``: Apply unpaper, and use the cleaned images to build the
output file instead of the original images.
* ``none``: Do not apply unpaper.
Defaults to ``clean``.
.. note::
``clean-final`` is incompatible with ocr mode ``redo``. When both
``clean-final`` and the ocr mode ``redo`` is configured, ``clean``
is used instead.
PAPERLESS_OCR_DESKEW=<bool>
Tells paperless to correct skewing (slight rotation of input images mainly
due to improper scanning)
Defaults to ``true``, which enables this feature.
.. note::
Deskewing is incompatible with ocr mode ``redo``. Deskewing will get
disabled automatically if ``redo`` is used as the ocr mode.
PAPERLESS_OCR_ROTATE_PAGES=<bool>
Tells paperless to correct page rotation (90°, 180° and 270° rotation).
If you notice that paperless is not rotating incorrectly rotated
pages (or vice versa), try adjusting the threshold up or down (see below).
Defaults to ``true``, which enables this feature.
PAPERLESS_OCR_ROTATE_PAGES_THRESHOLD=<num>
Adjust the threshold for automatic page rotation by ``PAPERLESS_OCR_ROTATE_PAGES``.
This is an arbitrary value reported by tesseract. "15" is a very conservative value,
whereas "2" is a very aggressive option and will often result in correctly rotated pages
being rotated as well.
Defaults to "12".
PAPERLESS_OCR_OUTPUT_TYPE=<type>
Specify the the type of PDF documents that paperless should produce.
@ -230,7 +318,6 @@ PAPERLESS_OCR_PAGES=<num>
Defaults to 0, which disables this feature and always uses all pages.
PAPERLESS_OCR_IMAGE_DPI=<num>
Paperless will OCR any images you put into the system and convert them
into PDF documents. This is useful if your scanner produces images.
@ -241,17 +328,17 @@ PAPERLESS_OCR_IMAGE_DPI=<num>
Set this to the DPI your scanner produces images at.
Default is none, which causes paperless to fail if no DPI information is
present in an image.
Default is none, which will automatically calculate image DPI so that
the produced PDF documents are A4 sized.
PAPERLESS_OCR_USER_ARG=<json>
PAPERLESS_OCR_USER_ARGS=<json>
OCRmyPDF offers many more options. Use this parameter to specify any
additional arguments you wish to pass to OCRmyPDF. Since Paperless uses
the API of OCRmyPDF, you have to specify these in a format that can be
passed to the API. See `the API reference of OCRmyPDF <https://ocrmypdf.readthedocs.io/en/latest/api.html#reference>`_
for valid parameters. All command line options are supported, but they
use underscores instead of dashed.
use underscores instead of dashes.
.. caution::
@ -267,6 +354,66 @@ PAPERLESS_OCR_USER_ARG=<json>
{"deskew": true, "optimize": 3, "unpaper_args": "--pre-rotate 90"}
.. _configuration-tika:
Tika settings
#############
Paperless can make use of `Tika <https://tika.apache.org/>`_ and
`Gotenberg <https://thecodingmachine.github.io/gotenberg/>`_ for parsing and
converting "Office" documents (such as ".doc", ".xlsx" and ".odt"). If you
wish to use this, you must provide a Tika server and a Gotenberg server,
configure their endpoints, and enable the feature.
PAPERLESS_TIKA_ENABLED=<bool>
Enable (or disable) the Tika parser.
Defaults to false.
PAPERLESS_TIKA_ENDPOINT=<url>
Set the endpoint URL were Paperless can reach your Tika server.
Defaults to "http://localhost:9998".
PAPERLESS_TIKA_GOTENBERG_ENDPOINT=<url>
Set the endpoint URL were Paperless can reach your Gotenberg server.
Defaults to "http://localhost:3000".
If you run paperless on docker, you can add those services to the docker-compose
file (see the provided ``docker-compose.tika.yml`` file for reference). The changes
requires are as follows:
.. code:: yaml
services:
# ...
webserver:
# ...
environment:
# ...
PAPERLESS_TIKA_ENABLED: 1
PAPERLESS_TIKA_GOTENBERG_ENDPOINT: http://gotenberg:3000
PAPERLESS_TIKA_ENDPOINT: http://tika:9998
# ...
gotenberg:
image: thecodingmachine/gotenberg
restart: unless-stopped
environment:
DISABLE_GOOGLE_CHROME: 1
tika:
image: apache/tika
restart: unless-stopped
Add the configuration variables to the environment of the webserver (alternatively
put the configuration in the ``docker-compose.env`` file) and add the additional
services below the webserver service. Watch out for indentation.
Software tweaks
###############
@ -294,8 +441,25 @@ PAPERLESS_THREADS_PER_WORKER=<num>
use a higher thread per worker count.
The default is a balance between the two, according to your CPU core count,
with a slight favor towards threads per worker, and using as much cores as
possible.
with a slight favor towards threads per worker:
+----------------+---------+---------+
| CPU core count | Workers | Threads |
+----------------+---------+---------+
| 1 | 1 | 1 |
+----------------+---------+---------+
| 2 | 2 | 1 |
+----------------+---------+---------+
| 4 | 2 | 2 |
+----------------+---------+---------+
| 6 | 2 | 3 |
+----------------+---------+---------+
| 8 | 2 | 4 |
+----------------+---------+---------+
| 12 | 3 | 4 |
+----------------+---------+---------+
| 16 | 4 | 4 |
+----------------+---------+---------+
If you only specify PAPERLESS_TASK_WORKERS, paperless will adjust
PAPERLESS_THREADS_PER_WORKER automatically.
@ -309,11 +473,14 @@ PAPERLESS_TIME_ZONE=<timezone>
Defaults to UTC.
.. _configuration-polling:
PAPERLESS_CONSUMER_POLLING=<num>
If paperless won't find documents added to your consume folder, it might
not be able to automatically detect filesystem changes. In that case,
specify a polling interval in seconds here, which will then cause paperless
to periodically check your consumption directory for changes.
to periodically check your consumption directory for changes. This will also
disable listening for file system changes with ``inotify``.
Defaults to 0, which disables polling and uses filesystem notifications.
@ -338,6 +505,9 @@ PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS=<bool>
E.g. <CONSUMPTION_DIR>/foo/bar/file.pdf will add the tags "foo" and "bar" to
the consumed file. Paperless will create any tags that don't exist yet.
This is useful for sorting documents with certain tags such as ``car`` or
``todo`` prior to consumption. These folders won't be deleted.
PAPERLESS_CONSUMER_RECURSIVE must be enabled for this to work.
Defaults to false.
@ -390,11 +560,28 @@ PAPERLESS_FILENAME_DATE_ORDER=<format>
Defaults to none, which disables this feature.
PAPERLESS_FILENAME_PARSE_TRANSFORMS
Transforms filenames before they are processed by paperless. See
:ref:`advanced-transforming_filenames` for details.
PAPERLESS_THUMBNAIL_FONT_NAME=<filename>
Paperless creates thumbnails for plain text files by rendering the content
of the file on an image and uses a predefined font for that. This
font can be changed here.
Note that this won't have any effect on already generated thumbnails.
Defaults to ``/usr/share/fonts/liberation/LiberationSerif-Regular.ttf``.
PAPERLESS_IGNORE_DATES=<string>
Paperless parses a documents creation date from filename and file content.
You may specify a comma separated list of dates that should be ignored during
this process. This is useful for special dates (like date of birth) that appear
in documents regularly but are very unlikely to be the documents creation date.
You may specify dates in a multitude of formats supported by dateparser (see
https://dateparser.readthedocs.io/en/latest/#popular-formats) but as the dates
need to be comma separated, the options are limited.
Example: "2020-12-02,22.04.1999"
Defaults to an empty string to not ignore any dates.
Defaults to none, which disables this feature.
Binaries
########
@ -414,3 +601,65 @@ PAPERLESS_GS_BINARY=<path>
PAPERLESS_OPTIPNG_BINARY=<path>
Defaults to "/usr/bin/optipng".
.. _configuration-docker:
Docker-specific options
#######################
These options don't have any effect in ``paperless.conf``. These options adjust
the behavior of the docker container. Configure these in `docker-compose.env`.
PAPERLESS_WEBSERVER_WORKERS=<num>
The number of worker processes the webserver should spawn. More worker processes
usually result in the front end to load data much quicker. However, each worker process
also loads the entire application into memory separately, so increasing this value
will increase RAM usage.
Consider configuring this to 1 on low power devices with limited amount of RAM.
Defaults to 2.
USERMAP_UID=<uid>
The ID of the paperless user in the container. Set this to your actual user ID on the
host system, which you can get by executing
.. code:: shell-session
$ id -u
Paperless will change ownership on its folders to this user, so you need to get this right
in order to be able to write to the consumption directory.
Defaults to 1000.
USERMAP_GID=<gid>
The ID of the paperless Group in the container. Set this to your actual group ID on the
host system, which you can get by executing
.. code:: shell-session
$ id -g
Paperless will change ownership on its folders to this group, so you need to get this right
in order to be able to write to the consumption directory.
Defaults to 1000.
PAPERLESS_OCR_LANGUAGES=<list>
Additional OCR languages to install. By default, paperless comes with
English, German, Italian, Spanish and French. If your language is not in this list, install
additional languages with this configuration option:
.. code:: bash
PAPERLESS_OCR_LANGUAGES=tur ces
To actually use these languages, also set the default OCR language of paperless:
.. code:: bash
PAPERLESS_OCR_LANGUAGE=tur
Defaults to none, which does not install any additional languages.

198
docs/extending.rst
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@ -25,8 +25,9 @@ This section describes the steps you need to take to start development on paperl
* Python 3.6.
* All dependencies listed in the :ref:`Bare metal route <setup-bare_metal>`
* redis. You can either install redis or use the included scritps/start-redis.sh
to use docker to fire up a redis instance.
* redis. You can either install redis or use the included scritps/start-services.sh
to use docker to fire up a redis instance (and some other services such as tika,
gotenberg and a postgresql server).
Back end development
====================
@ -38,7 +39,7 @@ Install the python dependencies by performing ``pipenv install --dev`` in the sr
This will also create a virtual environment, which you can enter with ``pipenv shell`` or
execute one-shot commands in with ``pipenv run``.
In ``src/paperless.conf``, enable debug mode.
Copy ``paperless.conf.example`` to ``paperless.conf`` and enable debug mode.
Configure the IDE to use the src/ folder as the base source folder. Configure the following
launch configurations in your IDE:
@ -102,130 +103,113 @@ In order to build the front end and serve it as part of django, execute
.. code:: shell-session
$ ng build --prod --output-path ../src/documents/static/frontend/
$ ng build --prod
This will build the front end and put it in a location from which the Django server will serve
it as static content. This way, you can verify that authentication is working.
Making a release
================
Execute the ``make-release.sh <ver>`` script.
Building the documentation
==========================
This will test and assemble everything and also build and tag a docker image.
The documentation is built using sphinx. I've configured ReadTheDocs to automatically build
the documentation when changes are pushed. If you want to build the documentation locally,
this is how you do it:
1. Install python dependencies.
.. code:: shell-session
$ cd /path/to/paperless
$ pipenv install --dev
2. Build the documentation
.. code:: shell-session
$ cd /path/to/paperless/docs
$ pipenv run make clean html
This will build the HTML documentation, and put the resulting files in the ``_build/html``
directory.
Extending Paperless
===================
.. warning::
Paperless does not have any fancy plugin systems and will probably never have. However,
some parts of the application have been designed to allow easy integration of additional
features without any modification to the base code.
This section is not updated to paperless-ng yet.
Making custom parsers
---------------------
For the most part, Paperless is monolithic, so extending it is often best
managed by way of modifying the code directly and issuing a pull request on
`GitHub`_. However, over time the project has been evolving to be a little
more "pluggable" so that users can write their own stuff that talks to it.
Paperless uses parsers to add documents to paperless. A parser is responsible for:
.. _GitHub: https://github.com/the-paperless-project/paperless
* Retrieve the content from the original
* Create a thumbnail
* Optional: Retrieve a created date from the original
* Optional: Create an archived document from the original
Custom parsers can be added to paperless to support more file types. In order to do that,
you need to write the parser itself and announce its existence to paperless.
.. _extending-parsers:
Parsers
-------
You can leverage Paperless' consumption model to have it consume files *other*
than ones handled by default like ``.pdf``, ``.jpg``, and ``.tiff``. To do so,
you simply follow Django's convention of creating a new app, with a few key
requirements.
.. _extending-parsers-parserspy:
parsers.py
..........
In this file, you create a class that extends
``documents.parsers.DocumentParser`` and go about implementing the three
required methods:
* ``get_thumbnail()``: Returns the path to a file we can use as a thumbnail for
this document.
* ``get_text()``: Returns the text from the document and only the text.
* ``get_date()``: If possible, this returns the date of the document, otherwise
it should return ``None``.
.. _extending-parsers-signalspy:
signals.py
..........
At consumption time, Paperless emits a ``document_consumer_declaration``
signal which your module has to react to in order to let the consumer know
whether or not it's capable of handling a particular file. Think of it like
this:
1. Consumer finds a file in the consumption directory.
2. It asks all the available parsers: *"Hey, can you handle this file?"*
3. Each parser responds with either ``None`` meaning they can't handle the
file, or a dictionary in the following format:
The parser itself must extend ``documents.parsers.DocumentParser`` and must implement the
methods ``parse`` and ``get_thumbnail``. You can provide your own implementation to
``get_date`` if you don't want to rely on paperless' default date guessing mechanisms.
.. code:: python
{
"parser": <the class name>,
"weight": <an integer>
class MyCustomParser(DocumentParser):
def parse(self, document_path, mime_type):
# This method does not return anything. Rather, you should assign
# whatever you got from the document to the following fields:
# The content of the document.
self.text = "content"
# Optional: path to a PDF document that you created from the original.
self.archive_path = os.path.join(self.tempdir, "archived.pdf")
# Optional: "created" date of the document.
self.date = get_created_from_metadata(document_path)
def get_thumbnail(self, document_path, mime_type):
# This should return the path to a thumbnail you created for this
# document.
return os.path.join(self.tempdir, "thumb.png")
If you encounter any issues during parsing, raise a ``documents.parsers.ParseError``.
The ``self.tempdir`` directory is a temporary directory that is guaranteed to be empty
and removed after consumption finished. You can use that directory to store any
intermediate files and also use it to store the thumbnail / archived document.
After that, you need to announce your parser to paperless. You need to connect a
handler to the ``document_consumer_declaration`` signal. Have a look in the file
``src/paperless_tesseract/apps.py`` on how that's done. The handler is a method
that returns information about your parser:
.. code:: python
def myparser_consumer_declaration(sender, **kwargs):
return {
"parser": MyCustomParser,
"weight": 0,
"mime_types": {
"application/pdf": ".pdf",
"image/jpeg": ".jpg",
}
}
The consumer compares the ``weight`` values from all respondents and uses the
class with the highest value to consume the document. The default parser,
``RasterisedDocumentParser`` has a weight of ``0``.
* ``parser`` is a reference to a class that extends ``DocumentParser``.
* ``weight`` is used whenever two or more parsers are able to parse a file: The parser with
the higher weight wins. This can be used to override the parsers provided by
paperless.
.. _extending-parsers-appspy:
apps.py
.......
This is a standard Django file, but you'll need to add some code to it to
connect your parser to the ``document_consumer_declaration`` signal.
.. _extending-parsers-finally:
Finally
.......
The last step is to update ``settings.py`` to include your new module.
Eventually, this will be dynamic, but at the moment, you have to edit the
``INSTALLED_APPS`` section manually. Simply add the path to your AppConfig to
the list like this:
.. code:: python
INSTALLED_APPS = [
...
"my_module.apps.MyModuleConfig",
...
]
Order doesn't matter, but generally it's a good idea to place your module lower
in the list so that you don't end up accidentally overriding project defaults
somewhere.
.. _extending-parsers-example:
An Example
..........
The core Paperless functionality is based on this design, so if you want to see
what a parser module should look like, have a look at `parsers.py`_,
`signals.py`_, and `apps.py`_ in the `paperless_tesseract`_ module.
.. _parsers.py: https://github.com/the-paperless-project/paperless/blob/master/src/paperless_tesseract/parsers.py
.. _signals.py: https://github.com/the-paperless-project/paperless/blob/master/src/paperless_tesseract/signals.py
.. _apps.py: https://github.com/the-paperless-project/paperless/blob/master/src/paperless_tesseract/apps.py
.. _paperless_tesseract: https://github.com/the-paperless-project/paperless/blob/master/src/paperless_tesseract/
* ``mime_types`` is a dictionary. The keys are the mime types your parser supports and the value
is the default file extension that paperless should use when storing files and serving them for
download. We could guess that from the file extensions, but some mime types have many extensions
associated with them and the python methods responsible for guessing the extension do not always
return the same value.

48
docs/faq.rst
View File

@ -49,9 +49,11 @@ out of that folder to use them elsewhere. Here are a couple notes about that.
**A:** Currently, the following files are supported:
* PDF documents, PNG images and JPEG images are processed with OCR.
* PDF documents, PNG images, JPEG images, TIFF images and GIF images are processed with OCR and converted into PDF documents.
* Plain text documents are supported as well and are added verbatim
to paperless.
* With the optional Tika integration enabled (see :ref:`Configuration <configuration-tika>`), Paperless also supports various
Office documents (.docx, .doc, odt, .ppt, .pptx, .odp, .xls, .xlsx, .ods).
Paperless determines the type of a file by inspecting its content. The
file extensions do not matter.
@ -60,9 +62,9 @@ file extensions do not matter.
**A:** The short answer is yes. I've tested it on a Raspberry Pi 3 B.
The long answer is that certain parts of
Paperless will run very slow, such as the tesseract OCR. On Raspberry Pi,
Paperless will run very slow, such as the OCR. On Raspberry Pi,
try to OCR documents before feeding them into paperless so that paperless can
reuse the text. The web interface should be a lot snappier, since it runs
reuse the text. The web interface is a lot snappier, since it runs
in your browser and paperless has to do much less work to serve the data.
.. note::
@ -73,10 +75,21 @@ in your browser and paperless has to do much less work to serve the data.
**Q:** *How do I install paperless-ng on Raspberry Pi?*
**A:** There is not docker image for ARM available. If you know how to build
that automatically, I'm all ears. For now, you have to grab the latest release
archive from the project page and build the image yourself. The release comes
with the front end already compiled, so you don't have to do this on the Pi.
**A:** Docker images are available for arm and arm64 hardware, so just follow
the docker-compose instructions. Apart from more required disk space compared to
a bare metal installation, docker comes with close to zero overhead, even on
Raspberry Pi.
If you decide to got with the bare metal route, be aware that some of the
python requirements do not have precompiled packages for ARM / ARM64. Installation
of these will require additional development libraries and compilation will take
a long time.
**Q:** *How do I run this on unRaid?*
**A:** Head over to `<https://github.com/selfhosters/unRAID-CA-templates>`_,
`Uli Fahrer <https://github.com/Tooa>`_ created a container template for that.
I don't exactly know how to use that though, since I don't use unRaid.
**Q:** *How do I run this on my toaster?*
@ -86,3 +99,24 @@ the documentation has instructions for bare metal installs. I'm running
paperless on an i3 processor from 2015 or so. This is also what I use to test
new releases with. Apart from that, I also have a Raspberry Pi, which I
occasionally build the image on and see if it works.
**Q:** *How do I proxy this with NGINX?*
**A:** See :ref:`here <setup-nginx>`.
.. _faq-mod_wsgi:
**Q:** *How do I get WebSocket support with Apache mod_wsgi*?
**A:** ``mod_wsgi`` by itself does not support ASGI. Paperless will continue
to work with WSGI, but certain features such as status notifications about
document consumption won't be available.
If you want to continue using ``mod_wsgi``, you will have to run an ASGI-enabled
web server as well that processes WebSocket connections, and configure Apache to
redirect WebSocket connections to this server. Multiple options for ASGI servers
exist:
* ``gunicorn`` with ``uvicorn`` as the worker implementation (the default of paperless)
* ``daphne`` as a standalone server, which is the reference implementation for ASGI.
* ``uvicorn`` as a standalone server

2
docs/index.rst
View File

@ -70,8 +70,8 @@ Contents
configuration
api
faq
extending
troubleshooting
extending
contributing
scanners
screenshots

0
src-ui/src/app/components/common/delete-dialog/delete-dialog.component.scss → docs/requirements.txt
View File

31
docs/scanners.rst
View File

@ -10,6 +10,9 @@ scanner you use, but sometimes finding a scanner that will write to an FTP,
NFS, or SMB server can be difficult. This page is here to help you find one
that works right for you based on recommendations from other Paperless users.
Physical scanners
=================
+---------+----------------+-----+-----+-----+----------------+
| Brand | Model | Supports | Recommended By |
+---------+----------------+-----+-----+-----+----------------+
@ -25,6 +28,8 @@ that works right for you based on recommendations from other Paperless users.
+---------+----------------+-----+-----+-----+----------------+
| Fujitsu | `ix500`_ | yes | | yes | `eonist`_ |
+---------+----------------+-----+-----+-----+----------------+
| Epson | `WF-7710DWF`_ | yes | | yes | `Skylinar`_ |
+---------+----------------+-----+-----+-----+----------------+
| Fujitsu | `S1300i`_ | yes | | yes | `jonaswinkler`_|
+---------+----------------+-----+-----+-----+----------------+
@ -32,7 +37,8 @@ that works right for you based on recommendations from other Paperless users.
.. _MFC-J6930DW: https://www.brother.ca/en/p/MFCJ6930DW
.. _MFC-J5910DW: https://www.brother.co.uk/printers/inkjet-printers/mfcj5910dw
.. _MFC-9142CDN: https://www.brother.co.uk/printers/laser-printers/mfc9140cdn
.. _ix500: https://www.fujitsu.com/global/products/computing/peripheral/scanners/scansnap/ix500/
.. _ix500: http://www.fujitsu.com/us/products/computing/peripheral/scanners/scansnap/ix500/
.. _WF-7710DWF: https://www.epson.de/en/products/printers/inkjet-printers/for-home/workforce-wf-7710dwf
.. _S1300i: https://www.fujitsu.com/global/products/computing/peripheral/scanners/soho/s1300i/
.. _danielquinn: https://github.com/danielquinn
@ -40,4 +46,27 @@ that works right for you based on recommendations from other Paperless users.
.. _bmsleight: https://github.com/bmsleight
.. _eonist: https://github.com/eonist
.. _REOLDEV: https://github.com/REOLDEV
.. _Skylinar: https://github.com/Skylinar
.. _jonaswinkler: https://github.com/jonaswinkler
Mobile phone software
=====================
You can use your phone to "scan" documents. The regular camera app will work, but may have too low contrast for OCR to work well. Apps specifically for scanning are recommended.
+-------------------+----------------+-----+-----+-----+-------+--------+----------------+
| Name | OS | Supports | Recommended By |
+-------------------+----------------+-----+-----+-----+-------+--------+----------------+
| | | FTP | NFS | SMB | Email | WebDav | |
+===================+================+=====+=====+=====+=======+========+================+
| `Office Lens`_ | Android | ? | ? | ? | ? | ? | `jonaswinkler`_|
+-------------------+----------------+-----+-----+-----+-------+--------+----------------+
| `Genius Scan`_ | Android | yes | no | yes | yes | yes | `hannahswain`_ |
+-------------------+----------------+-----+-----+-----+-------+--------+----------------+
On Android, you can use these applications in combination with one of the :ref:`Paperless-ng compatible apps <usage-mobile_upload>` to "Share" the documents produced by these scanner apps with paperless.
.. _Office Lens: https://play.google.com/store/apps/details?id=com.microsoft.office.officelens
.. _Genius Scan: https://play.google.com/store/apps/details?id=com.thegrizzlylabs.geniusscan.free
.. _hannahswain: https://github.com/hannahswain

559
docs/setup.rst
View File

@ -3,35 +3,6 @@
Setup
*****
Download
########
Go to the project page on GitHub and download the
`latest release <https://github.com/jonaswinkler/paperless-ng/releases>`_.
There are multiple options available.
* Download the dockerfiles archive if you want to pull paperless from
Docker Hub.
* Download the dist archive and extract it if you want to build the docker image
yourself or want to install paperless without docker.
.. hint::
In contrast to paperless, the recommended way to get and update paperless-ng
is not to pull the entire git repository. Paperless-ng includes artifacts
that need to be compiled, and that's already done for you in the release.
.. admonition:: Want to try out paperless-ng before migrating?
The release contains a file ``.env`` which sets the docker-compose project
name to "paperless", which is the same as before and instructs docker-compose
to reuse and upgrade your paperless volumes.
Just rename the project name in that file to anything else and docker-compose
will create fresh volumes for you!
Overview of Paperless-ng
########################
@ -49,45 +20,45 @@ Paperless consists of the following components:
.. code:: shell-session
$ cd /path/to/paperless/src/
$ pipenv run gunicorn -c /usr/src/paperless/gunicorn.conf.py -b 0.0.0.0:8000 paperless.wsgi
$ gunicorn -c ../gunicorn.conf.py paperless.wsgi
or by any other means such as Apache ``mod_wsgi``.
* **The consumer:** This is what watches your consumption folder for documents.
However, the consumer itself does not consume really consume your documents anymore.
It rather notifies a task processor that a new file is ready for consumption.
However, the consumer itself does not really consume your documents.
Now it notifies a task processor that a new file is ready for consumption.
I suppose it should be named differently.
This also used to check your emails, but that's now gone elsewhere as well.
This was also used to check your emails, but that's now done elsewhere as well.
Start the consumer with the management command ``document_consumer``:
.. code:: shell-session
$ cd /path/to/paperless/src/
$ pipenv run python3 manage.py document_consumer
$ python3 manage.py document_consumer
.. _setup-task_processor:
* **The task processor:** Paperless relies on `Django Q <https://django-q.readthedocs.io/en/latest/>`_
for doing much of the heavy lifting. This is a task queue that accepts tasks from
multiple sources and processes tasks in parallel. It also comes with a scheduler that executes
for doing most of the heavy lifting. This is a task queue that accepts tasks from
multiple sources and processes these in parallel. It also comes with a scheduler that executes
certain commands periodically.
This task processor is responsible for:
* Consuming documents. When the consumer finds new documents, it notifies the task processor to
start a consumption task.
* Consuming emails. It periodically checks your configured accounts for new mails and
produces consumption tasks for any documents it finds.
* The task processor also performs the consumption of any documents you upload through
the web interface.
* Maintain the search index and the automatic matching algorithm. These are things that paperless
* Consuming emails. It periodically checks your configured accounts for new emails and
notifies the task processor to consume the attachment of an email.
* Maintaining the search index and the automatic matching algorithm. These are things that paperless
needs to do from time to time in order to operate properly.
This allows paperless to process multiple documents from your consumption folder in parallel! On
a modern multi core system, consumption with full ocr is blazing fast.
a modern multi core system, this makes the consumption process with full OCR blazingly fast.
The task processor comes with a built-in admin interface that you can use to see whenever any of the
The task processor comes with a built-in admin interface that you can use to check whenever any of the
tasks fail and inspect the errors (i.e., wrong email credentials, errors during consuming a specific
file, etc).
@ -96,11 +67,11 @@ Paperless consists of the following components:
.. code:: shell-session
$ cd /path/to/paperless/src/
$ pipenv run python3 manage.py qcluster
$ python3 manage.py qcluster
* A `redis <https://redis.io/>`_ message broker: This is a really lightweight service that is responsible
for getting the tasks from the webserver and consumer to the task scheduler. These run in different
processes (maybe even on different machines!), and therefore, this is necessary.
for getting the tasks from the webserver and the consumer to the task scheduler. These run in a different
process (maybe even on different machines!), and therefore, this is necessary.
* Optional: A database server. Paperless supports both PostgreSQL and SQLite for storing its data.
@ -108,48 +79,86 @@ Paperless consists of the following components:
Installation
############
You can go multiple routes with setting up and running Paperless:
You can go multiple routes to setup and run Paperless:
* The `docker route`_
* The `bare metal route`_
* :ref:`Use the easy install docker script <setup-docker_script>`
* :ref:`Pull the image from Docker Hub <setup-docker_hub>`
* :ref:`Build the Docker image yourself <setup-docker_build>`
* :ref:`Install Paperless directly on your system manually (bare metal) <setup-bare_metal>`
* :ref:`Use ansible to install Paperless on your system automatically (bare metal) <setup-ansible>`
The `docker route`_ is quick & easy. This is the recommended route. This configures all the stuff
from above automatically so that it just works and uses sensible defaults for all configuration options.
The Docker routes are quick & easy. These are the recommended routes. This configures all the stuff
from the above automatically so that it just works and uses sensible defaults for all configuration options.
Here you find a cheat-sheet for docker beginners: `CLI Basics <https://sehn.tech/post/devops-with-docker/>`_
The `bare metal route`_ is more complicated to setup but makes it easier
The bare metal route is complicated to setup but makes it easier
should you want to contribute some code back. You need to configure and
run the above mentioned components yourself.
Docker Route
============
The ansible route combines benefits of both options:
the setup process is fully automated, reproducible and `idempotent <https://docs.ansible.com/ansible/latest/reference_appendices/glossary.html#Idempotency>`_,
it includes the same sensible defaults, and it simultaneously provides the flexibility of a bare metal installation.
1. Install `Docker`_ and `docker-compose`_. [#compose]_
.. _CLI Basics: https://sehn.tech/post/devops-with-docker/
.. _idempotent: https://docs.ansible.com/ansible/latest/reference_appendices/glossary.html#Idempotency
.. caution::
.. _setup-docker_script:
If you want to use the included ``docker-compose.*.yml`` file, you
need to have at least Docker version **17.09.0** and docker-compose
version **1.17.0**.
Install Paperless from Docker Hub using the installation script
===============================================================
See the `Docker installation guide`_ on how to install the current
version of Docker for your operating system or Linux distribution of
choice. To get an up-to-date version of docker-compose, follow the
`docker-compose installation guide`_ if your package repository doesn't
include it.
Paperless provides an interactive installation script. This script will ask you
for a couple configuration options, download and create the necessary configuration files, pull the docker image, start paperless and create your user account. This script essentially
performs all the steps described in :ref:`setup-docker_hub` automatically.
.. _Docker installation guide: https://docs.docker.com/engine/installation/
.. _docker-compose installation guide: https://docs.docker.com/compose/install/
1. Make sure that docker and docker-compose are installed.
2. Download and run the installation script:
2. Copy either ``docker-compose.sqlite.yml`` or ``docker-compose.postgres.yml`` to
``docker-compose.yml``, depending on which database backend you want to use.
.. code:: shell-session
$ wget https://raw.githubusercontent.com/jonaswinkler/paperless-ng/master/install-paperless-ng.sh
$ chmod +x install-paperless-ng.sh
$ ./install-paperless-ng.sh
.. _setup-docker_hub:
Install Paperless from Docker Hub
=================================
1. Login with your user and create a folder in your home-directory `mkdir -v ~/paperless-ng` to have a place for your configuration files and consumption directory.
2. Go to the `/docker/compose directory on the project page <https://github.com/jonaswinkler/paperless-ng/tree/master/docker/compose>`_
and download one of the `docker-compose.*.yml` files, depending on which database backend you
want to use. Rename this file to `docker-compose.yml`.
If you want to enable optional support for Office documents, download a file with `-tika` in the file name.
Download the ``docker-compose.env`` file and the ``.env`` file as well and store them
in the same directory.
.. hint::
For new installations, it is recommended to use PostgreSQL as the database
backend.
2. Modify ``docker-compose.yml`` to your preferences. You may want to change the path
to the consumption directory in this file. Find the line that specifies where
3. Install `Docker`_ and `docker-compose`_.
.. caution::
If you want to use the included ``docker-compose.*.yml`` file, you
need to have at least Docker version **17.09.0** and docker-compose
version **1.17.0**.
To check do: `docker-compose -v` or `docker -v`
See the `Docker installation guide`_ on how to install the current
version of Docker for your operating system or Linux distribution of
choice. To get the latest version of docker-compose, follow the
`docker-compose installation guide`_ if your package repository doesn't
include it.
.. _Docker installation guide: https://docs.docker.com/engine/installation/
.. _docker-compose installation guide: https://docs.docker.com/compose/install/
4. Modify ``docker-compose.yml`` to your preferences. You may want to change the path
to the consumption directory. Find the line that specifies where
to mount the consumption directory:
.. code::
@ -165,24 +174,34 @@ Docker Route
Don't change the part after the colon or paperless wont find your documents.
3. Modify ``docker-compose.env``, following the comments in the file. The
5. Modify ``docker-compose.env``, following the comments in the file. The
most important change is to set ``USERMAP_UID`` and ``USERMAP_GID``
to the uid and gid of your user on the host system. This ensures that
to the uid and gid of your user on the host system. Use ``id -u`` and
``id -g`` to get these.
This ensures that
both the docker container and you on the host machine have write access
to the consumption directory. If your UID and GID on the host system is
1000 (the default for the first normal user on most systems), it will
work out of the box without any modifications.
work out of the box without any modifications. `id "username"` to check.
.. note::
You can use any settings from the file ``paperless.conf`` in this file.
Have a look at :ref:`configuration` to see whats available.
You can copy any setting from the file ``paperless.conf.example`` and paste it here.
Have a look at :ref:`configuration` to see what's available.
4. Run ``docker-compose up -d``. This will create and start the necessary
containers. This will also build the image of paperless if you grabbed the
source archive.
.. caution::
5. To be able to login, you will need a super user. To create it, execute the
Some file systems such as NFS network shares don't support file system
notifications with ``inotify``. When storing the consumption directory
on such a file system, paperless will not pick up new files
with the default configuration. You will need to use ``PAPERLESS_CONSUMER_POLLING``,
which will disable inotify. See :ref:`here <configuration-polling>`.
6. Run ``docker-compose pull``, followed by ``docker-compose up -d``.
This will pull the image, create and start the necessary containers.
7. To be able to login, you will need a super user. To create it, execute the
following command:
.. code-block:: shell-session
@ -190,21 +209,59 @@ Docker Route
$ docker-compose run --rm webserver createsuperuser
This will prompt you to set a username, an optional e-mail address and
finally a password.
finally a password (at least 8 characters).
6. The default ``docker-compose.yml`` exports the webserver on your local port
8000. If you haven't adapted this, you should now be able to visit your
Paperless instance at ``http://127.0.0.1:8000``. You can login with the
user and password you just created.
8. The default ``docker-compose.yml`` exports the webserver on your local port
8000. If you did not change this, you should now be able to visit your
Paperless instance at ``http://127.0.0.1:8000`` or your servers IP-Address:8000.
Use the login credentials you have created with the previous step.
.. _Docker: https://www.docker.com/
.. _docker-compose: https://docs.docker.com/compose/install/
.. [#compose] You of course don't have to use docker-compose, but it
simplifies deployment immensely. If you know your way around Docker, feel
free to tinker around without using compose!
.. _setup-docker_build:
.. _`setup-bare_metal`:
Build the Docker image yourself
===============================
1. Clone the entire repository of paperless:
.. code:: shell-session
git clone https://github.com/jonaswinkler/paperless-ng
The master branch always reflects the latest stable version.
2. Copy one of the ``docker/compose/docker-compose.*.yml`` to ``docker-compose.yml`` in the root folder,
depending on which database backend you want to use. Copy
``docker-compose.env`` into the project root as well.
3. In the ``docker-compose.yml`` file, find the line that instructs docker-compose to pull the paperless image from Docker Hub:
.. code:: yaml
webserver:
image: jonaswinkler/paperless-ng:latest
and replace it with a line that instructs docker-compose to build the image from the current working directory instead:
.. code:: yaml
webserver:
build: .
4. Run the ``compile-frontend.sh`` script. This requires ``node`` and ``npm >= v15``.
5. Follow steps 3 to 8 of :ref:`setup-docker_hub`. When asked to run
``docker-compose pull`` to pull the image, do
.. code:: shell-session
$ docker-compose build
instead to build the image.
.. _setup-bare_metal:
Bare Metal Route
================
@ -215,22 +272,24 @@ writing. Windows is not and will never be supported.
1. Install dependencies. Paperless requires the following packages.
* ``python3`` 3.6, 3.7, 3.8 (3.9 is untested).
* ``python3-pip``, optionally ``pipenv`` for package installation
* ``python3`` 3.6, 3.7, 3.8, 3.9
* ``python3-pip``
* ``python3-dev``
* ``fonts-liberation`` for generating thumbnails for plain text files
* ``imagemagick`` >= 6 for PDF conversion
* ``optipng`` for optimising thumbnails
* ``optipng`` for optimizing thumbnails
* ``gnupg`` for handling encrypted documents
* ``libpoppler-cpp-dev`` for PDF to text conversion
* ``libmagic-dev`` for mime type detection
* ``libpq-dev`` for PostgreSQL
* ``libmagic-dev`` for mime type detection
* ``mime-support`` for mime type detection
These dependencies are required for OCRmyPDF, which is used for text recognition.
* ``unpaper``
* ``ghostscript``
* ``icc-profiles-free``
* ``qpdf``
* ``liblept5``
* ``libxml2``
* ``pngquant``
@ -238,17 +297,22 @@ writing. Windows is not and will never be supported.
* ``tesseract-ocr`` >= 4.0.0 for OCR
* ``tesseract-ocr`` language packs (``tesseract-ocr-eng``, ``tesseract-ocr-deu``, etc)
On Raspberry Pi, these libraries are required as well:
* ``libatlas-base-dev``
* ``libxslt1-dev``
You will also need ``build-essential``, ``python3-setuptools`` and ``python3-wheel``
for installing some of the python dependencies. You can remove that
again after installation.
for installing some of the python dependencies.
2. Install ``redis`` >= 5.0 and configure it to start automatically.
3. Optional. Install ``postgresql`` and configure a database, user and password for paperless. If you do not wish
to use PostgreSQL, SQLite is avialable as well.
to use PostgreSQL, SQLite is available as well.
4. Get the release archive. If you pull the git repo as it is, you also have to compile the front end by yourself.
Extract the frontend to a place from where you wish to execute it, such as ``/opt/paperless``.
4. Get the release archive from `<https://github.com/jonaswinkler/paperless-ng/releases>`_.
If you clone the git repo as it is, you also have to compile the front end by yourself.
Extract the archive to a place from where you wish to execute it, such as ``/opt/paperless``.
5. Configure paperless. See :ref:`configuration` for details. Edit the included ``paperless.conf`` and adjust the
settings to your needs. Required settings for getting paperless running are:
@ -268,8 +332,14 @@ writing. Windows is not and will never be supported.
* Set ``PAPERLESS_OCR_LANGUAGE`` to the language most of your documents are written in.
* Set ``PAPERLESS_TIME_ZONE`` to your local time zone.
6. Setup permissions. Create a system users under which you wish to run paperless. Ensure that these directories exist
and that the user has write permissions to the following directories
6. Create a system user under which you wish to run paperless.
.. code:: shell-session
adduser paperless --system --home /opt/paperless --group
7. Ensure that these directories exist
and that the paperless user has write permissions to the following directories:
* ``/opt/paperless/media``
* ``/opt/paperless/data``
@ -277,42 +347,47 @@ writing. Windows is not and will never be supported.
Adjust as necessary if you configured different folders.
7. Install python requirements. Paperless comes with both Pipfiles for ``pipenv`` as well as with a ``requirements.txt``.
Both will install exactly the same requirements. It is up to you if you wish to use a virtual environment or not.
8. Install python requirements from the ``requirements.txt`` file.
It is up to you if you wish to use a virtual environment or not.
8. Go to ``/opt/paperless/src``, and execute the following commands:
.. code:: shell-session
sudo -Hu paperless pip3 install -r requirements.txt
This will install all python dependencies in the home directory of
the new paperless user.
9. Go to ``/opt/paperless/src``, and execute the following commands:
.. code:: bash
# This collects static files from paperless and django.
python3 manage.py collectstatic --clear --no-input
# This creates the database schema.
python3 manage.py migrate
sudo -Hu paperless python3 manage.py migrate
# This creates your first paperless user
python3 manage.py createsuperuser
sudo -Hu paperless python3 manage.py createsuperuser
9. Optional: Test that paperless is working by executing
10. Optional: Test that paperless is working by executing
.. code:: bash
# This collects static files from paperless and django.
python3 manage.py runserver
sudo -Hu paperless python3 manage.py runserver
and pointing your browser to http://localhost:8000/.
.. warning::
This is a development server which should not be used in
production.
production. It is not audited for security and performance
is inferior to production ready web servers.
.. hint::
This will not start the consumer. Paperless does this in a
separate process.
10. Setup systemd services to run paperless automatically. You may
11. Setup systemd services to run paperless automatically. You may
use the service definition files included in the ``scripts`` folder
as a starting point.
@ -320,17 +395,15 @@ writing. Windows is not and will never be supported.
``consumer`` script to watch the input folder, and the ``scheduler``
script to run tasks such as email checking and document consumption.
You may need to adjust the path to the ``gunicorn`` executable. This
will be installed as part of the python dependencies, and is either located
in the ``bin`` folder of your virtual environment, or in ``~/.local/bin/`` if
no virtual environment is used.
These services rely on redis and optionally the database server, but
don't need to be started in any particular order. The example files
depend on redis being started. If you use a database server, you should
add additinal dependencies.
.. hint::
You may optionally set up your preferred web server to serve
paperless as a wsgi application directly instead of running the
``webserver`` service. The module containing the wsgi application
is named ``paperless.wsgi``.
add additional dependencies.
.. caution::
@ -339,10 +412,13 @@ writing. Windows is not and will never be supported.
however, the documentation of GUnicorn states that you should
use a proxy server in front of gunicorn instead.
11. Optional: Install a samba server and make the consumption folder
For instructions on how to use nginx for that,
:ref:`see the instructions below <setup-nginx>`.
12. Optional: Install a samba server and make the consumption folder
available as a network share.
12. Configure ImageMagick to allow processing of PDF documents. Most distributions have
13. Configure ImageMagick to allow processing of PDF documents. Most distributions have
this disabled by default, since PDF documents can contain malware. If
you don't do this, paperless will fall back to ghostscript for certain steps
such as thumbnail generation.
@ -359,12 +435,136 @@ writing. Windows is not and will never be supported.
<policy domain="coder" rights="read|write" pattern="PDF" />
14. Optional: Install the `jbig2enc <https://ocrmypdf.readthedocs.io/en/latest/jbig2.html>`_
encoder. This will reduce the size of generated PDF documents. You'll most likely need
to compile this by yourself, because this software has been patented until around 2017 and
binary packages are not available for most distributions.
.. _setup-ansible:
Install Paperless using ansible
===============================
.. note::
This role currently only supports Debian 10 Buster and Ubuntu 20.04 Focal or later as target hosts.
1. Install ansible 2.7+ on the management node.
This may be the target host paperless-ng is being installed on or any remote host which can access the target host.
For further details, check the ansible `inventory <https://docs.ansible.com/ansible/latest/user_guide/intro_inventory.html>`_ documentation.
On Debian and Ubuntu, the official repositories should provide a suitable version:
.. code:: bash
apt install ansible
ansible --version
Alternatively, you can install the most recent ansible release using PyPI:
.. code:: bash
python3 -m pip install ansible
ansible --version
Make sure your taget hosts are accessible:
.. code:: sh
ansible -m ping YourAnsibleTargetHostGoesHere
2. Clone the repository of paperless-ng:
.. code:: sh
git clone https://github.com/jonaswinkler/paperless-ng
Checkout the latest release tag:
.. code:: sh
cd paperless-ng
git checkout ng-1.0.0
3. Create an ansible ``playbook.yml`` in the paperless-ng root directory:
.. code:: yaml
- hosts: YourAnsibleTargetHostGoesHere
become: yes
vars_files:
- ansible/vars.yml
roles:
- ansible
Optional: If you also want to use PostgreSQL on the target system, install and add (for example) the `geerlingguy.postgresql <https://github.com/geerlingguy/ansible-role-postgresql>`_ role:
.. code:: sh
ansible-galaxy install geerlingguy.postgresql
.. code:: yaml
- hosts: YourAnsibleTargetHostGoesHere
become: yes
vars_files:
- ansible/vars.yml
roles:
- geerlingguy.postgresql
- ansible
Optional: If you also want to use a reverse proxy on the target system, install and add (for example) the `geerlingguy.nginx <https://github.com/geerlingguy/ansible-role-nginx>`_ role:
.. code:: sh
ansible-galaxy install geerlingguy.nginx
.. code:: yaml
- hosts: YourAnsibleTargetHostGoesHere
become: yes
vars_files:
- ansible/vars.yml
roles:
- geerlingguy.postgresql
- ansible
- geerlingguy.nginx
4. Create ``ansible/vars.yml`` to configure your ansible deployment:
.. code:: yaml
paperlessng_secret_key: PleaseGenerateAStrongKeyForThis
paperlessng_superuser_name: YourUserName
paperlessng_superuser_email: name@domain.tld
paperlessng_superuser_password: YourDesiredPasswordUsedForFirstLogin
paperlessng_ocr_languages:
- eng
- deu
For all of the available options, please check ``ansible/README.md`` and :ref:`configuration`.
Optional configurations for the above-mentioned PostgreSQL and nginx roles would also go here.
5. Run the ansible playbook from the management node:
.. code:: sh
ansible-playbook playbook.yml
When this step completes successfully, paperless-ng will be available on the target host at ``http://127.0.0.1:8000`` (or the address you configured).
Migration to paperless-ng
#########################
At its core, paperless-ng is still paperless and fully compatible. However, some
things have changed under the hood, so you need to adapt your setup depending on
how you installed paperless. The important things to keep in mind are as follows.
how you installed paperless.
This setup describes how to update an existing paperless Docker installation.
The important things to keep in mind are as follows:
* Read the :ref:`changelog <paperless_changelog>` and take note of breaking changes.
* You should decide if you want to stick with SQLite or want to migrate your database
@ -392,27 +592,36 @@ Migration to paperless-ng is then performed in a few simple steps:
paperless.
3. Download the latest release of paperless-ng. You can either go with the
docker-compose files or use the archive to build the image yourself.
docker-compose files from `here <https://github.com/jonaswinkler/paperless-ng/tree/master/docker/compose>`__
or clone the repository to build the image yourself (see :ref:`above <setup-docker_build>`).
You can either replace your current paperless folder or put paperless-ng
in a different location.
.. caution::
The release include a ``.env`` file. This will set the
project name for docker compose to ``paperless`` so that paperless-ng will
automatically reuse your existing paperless volumes. When you start it, it
will migrate your existing data. After that, your old paperless installation
will be incompatible with the migrated volumes.
Paperless-ng includes a ``.env`` file. This will set the
project name for docker compose to ``paperless``, which will also define the name
of the volumes by paperless-ng. However, if you experience that paperless-ng
is not using your old paperless volumes, verify the names of your volumes with
4. Copy the ``docker-compose.sqlite.yml`` file to ``docker-compose.yml``.
.. code:: shell-session
$ docker volume ls | grep _data
and adjust the project name in the ``.env`` file so that it matches the name
of the volumes before the ``_data`` part.
4. Download the ``docker-compose.sqlite.yml`` file to ``docker-compose.yml``.
If you want to switch to PostgreSQL, do that after you migrated your existing
SQLite database.
5. Adjust ``docker-compose.yml`` and
``docker-compose.env`` to your needs.
See `docker route`_ for details on which edits are advised.
5. Adjust ``docker-compose.yml`` and ``docker-compose.env`` to your needs.
See :ref:`setup-docker_hub` for details on which edits are advised.
6. In order to find your existing documents with the new search feature, you need
6. :ref:`Update paperless. <administration-updating>`
7. In order to find your existing documents with the new search feature, you need
to invoke a one-time operation that will create the search index:
.. code:: shell-session
@ -422,7 +631,7 @@ Migration to paperless-ng is then performed in a few simple steps:
This will migrate your database and create the search index. After that,
paperless will take care of maintaining the index by itself.
7. Start paperless-ng.
8. Start paperless-ng.
.. code:: bash
@ -430,11 +639,11 @@ Migration to paperless-ng is then performed in a few simple steps:
This will run paperless in the background and automatically start it on system boot.
8. Paperless installed a permanent redirect to ``admin/`` in your browser. This
redirect is still in place and prevents access to the new UI. Clear
9. Paperless installed a permanent redirect to ``admin/`` in your browser. This
redirect is still in place and prevents access to the new UI. Clear your
browsing cache in order to fix this.
9. Optionally, follow the instructions below to migrate your existing data to PostgreSQL.
10. Optionally, follow the instructions below to migrate your existing data to PostgreSQL.
.. _setup-sqlite_to_psql:
@ -452,6 +661,15 @@ management commands as below.
load data from an old database schema in SQLite into a newer database
schema in PostgreSQL, you will run into trouble.
.. warning::
On some database fields, PostgreSQL enforces predefined limits on maximum
length, whereas SQLite does not. The fields in question are the title of documents
(128 characters), names of document types, tags and correspondents (128 characters),
and filenames (1024 characters). If you have data in these fields that surpasses these
limits, migration to PostgreSQL is not possible and will fail with an error.
1. Stop paperless, if it is running.
2. Tell paperless to use PostgreSQL:
@ -473,14 +691,12 @@ management commands as below.
This will launch the container and initialize the PostgreSQL database.
b) Without docker, open a shell in your virtual environment, switch to
b) Without docker, remember to activate any virtual environment, switch to
the ``src`` directory and create the database schema:
.. code:: shell-session
$ cd /path/to/paperless
$ pipenv shell
$ cd src
$ cd /path/to/paperless/src
$ python3 manage.py migrate
This will not copy any data yet.
@ -497,7 +713,7 @@ management commands as below.
$ python3 manage.py loaddata data.json
6. Exit the shell.
6. If operating inside Docker, you may exit the shell now.
.. code:: shell-session
@ -546,21 +762,25 @@ configuring some options in paperless can help improve performance immensely:
* Stick with SQLite to save some resources.
* Consider setting ``PAPERLESS_OCR_PAGES`` to 1, so that paperless will only OCR
the first page of your documents.
the first page of your documents. In most cases, this page contains enough
information to be able to find it.
* ``PAPERLESS_TASK_WORKERS`` and ``PAPERLESS_THREADS_PER_WORKER`` are configured
to use all cores. The Raspberry Pi models 3 and up have 4 cores, meaning that
paperless will use 2 workers and 2 threads per worker. This may result in
sluggish response times during consumption, so you might want to lower these
settings (example: 2 workers and 1 thread to always have some computing power
left for other tasks).
* Keep ``PAPERLESS_OCR_ALWAYS`` at its default value 'false' and consider OCR'ing
* Keep ``PAPERLESS_OCR_MODE`` at its default value ``skip`` and consider OCR'ing
your documents before feeding them into paperless. Some scanners are able to
do this!
* Lower ``PAPERLESS_CONVERT_DENSITY`` from its default value 300 to 200. This
will still result in rather accurate OCR, but will decrease consumption time
by quite a bit.
do this! You might want to even specify ``skip_noarchive`` to skip archive
file generation for already ocr'ed documents entirely.
* If you want to perform OCR on the the device, consider using ``PAPERLESS_OCR_CLEAN=none``.
This will speed up OCR times and use less memory at the expense of slightly worse
OCR results.
* Set ``PAPERLESS_OPTIMIZE_THUMBNAILS`` to 'false' if you want faster consumption
times. Thumbnails will be about 20% larger.
* If using docker, consider setting ``PAPERLESS_WEBSERVER_WORKERS`` to
1. This will save some memory.
For details, refer to :ref:`configuration`.
@ -576,6 +796,47 @@ For details, refer to :ref:`configuration`.
The actual matching of the algorithm is fast and works on Raspberry Pi as
well as on any other device.
.. _redis: https://redis.io/
.. _setup-nginx:
Using nginx as a reverse proxy
##############################
If you want to expose paperless to the internet, you should hide it behind a
reverse proxy with SSL enabled.
In addition to the usual configuration for SSL,
the following configuration is required for paperless to operate:
.. code:: nginx
http {
# Adjust as required. This is the maximum size for file uploads.
# The default value 1M might be a little too small.
client_max_body_size 10M;
server {
location / {
# Adjust host and port as required.
proxy_pass http://localhost:8000/;
# These configuration options are required for WebSockets to work.
proxy_http_version 1.1;
proxy_set_header Upgrade $http_upgrade;
proxy_set_header Connection "upgrade";
proxy_redirect off;
proxy_set_header Host $host;
proxy_set_header X-Real-IP $remote_addr;
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Host $server_name;
}
}
}
Also read `this <https://channels.readthedocs.io/en/stable/deploying.html#nginx-supervisor-ubuntu>`__, towards the end of the section.

215
docs/troubleshooting.rst
View File

@ -29,75 +29,182 @@ Check for the following issues:
Consumer fails to pickup any new files
######################################
If you notice, that the consumer will only pickup files in the consumption
directory at startup, but won't find any other files added later, check out
the configuration file and enable filesystem polling with the setting
``PAPERLESS_CONSUMER_POLLING``.
If you notice that the consumer will only pickup files in the consumption
directory at startup, but won't find any other files added later, you will need to
enable filesystem polling with the configuration option
``PAPERLESS_CONSUMER_POLLING``, see :ref:`here <configuration-polling>`.
This will disable listening to filesystem changes with inotify and paperless will
manually check the consumption directory for changes instead.
Consumer warns ``OCR for XX failed``
Paperless always redirects to /admin
####################################
If you find the OCR accuracy to be too low, and/or the document consumer warns
that ``OCR for XX failed, but we're going to stick with what we've got since
FORGIVING_OCR is enabled``, then you might need to install the
`Tesseract language files <http://packages.ubuntu.com/search?keywords=tesseract-ocr>`_
marching your document's languages.
As an example, if you are running Paperless from any Ubuntu or Debian
box, and your documents are written in Spanish you may need to run::
apt-get install -y tesseract-ocr-spa
You probably had the old paperless installed at some point. Paperless installed
a permanent redirect to /admin in your browser, and you need to clear your
browsing data / cache to fix that.
Operation not permitted
#######################
Consumer dies with ``convert: unable to extent pixel cache``
############################################################
You might see errors such as:
During the consumption process, Paperless invokes ImageMagick's ``convert``
program to translate the source document into something that the OCR engine can
understand and this can burn a Very Large amount of memory if the original
document is rather long. Similarly, if your system doesn't have a lot of
memory to begin with (ie. a Raspberry Pi), then this can happen for even
medium-sized documents.
.. code:: shell-session
The solution is to tell ImageMagick *not* to Use All The RAM, as is its
default, and instead tell it to used a fixed amount. ``convert`` will then
break up the job into hundreds of individual files and use them to slowly
compile the finished image. Simply set ``PAPERLESS_CONVERT_MEMORY_LIMIT`` in
``/etc/paperless.conf`` to something like ``32000000`` and you'll limit
``convert`` to 32MB. Fiddle with this value as you like.
chown: changing ownership of '../export': Operation not permitted
**HOWEVER**: Simply setting this value may not be enough on system where
``/tmp`` is mounted as tmpfs, as this is where ``convert`` will write its
temporary files. In these cases (most Systemd machines), you need to tell
ImageMagick to use a different space for its scratch work. You do this by
setting ``PAPERLESS_CONVERT_TMPDIR`` in ``/etc/paperless.conf`` to somewhere
that's actually on a physical disk (and writable by the user running
Paperless), like ``/var/tmp/paperless`` or ``/home/my_user/tmp`` in a pinch.
The container tries to set file ownership on the listed directories. This is
required so that the user running paperless inside docker has write permissions
to these folders. This happens when pointing these directories to NFS shares,
for example.
Ensure that ``chown`` is possible on these directories.
DecompressionBombWarning and/or no text in the OCR output
#########################################################
Classifier error: No training data available
############################################
Some users have had issues using Paperless to consume PDFs that were created
by merging Very Large Scanned Images into one PDF. If this happens to you,
it's likely because the PDF you've created contains some very large pages
(millions of pixels) and the process of converting the PDF to a OCR-friendly
image is exploding.
This indicates that the Auto matching algorithm found no documents to learn from.
This may have two reasons:
Typically, this happens because the scanned images are created with a high
DPI and then rolled into the PDF with an assumed DPI of 72 (the default).
The best solution then is to specify the DPI used in the scan in the
conversion-to-PDF step. So for example, if you scanned the original image
with a DPI of 300, then merging the images into the single PDF with
``convert`` should look like this:
* You don't use the Auto matching algorithm: The error can be safely ignored in this case.
* You are using the Auto matching algorithm: The classifier explicitly excludes documents
with Inbox tags. Verify that there are documents in your archive without inbox tags.
The algorithm will only learn from documents not in your inbox.
.. code:: bash
$ convert -density 300 *.jpg finished.pdf
UserWarning in sklearn on every single document
###############################################
For more information on this and situations like it, you should take a look
at `Issue #118`_ as that's where this tip originated.
You may encounter warnings like this:
.. _Issue #118: https://github.com/the-paperless-project/paperless/issues/118
.. code::
/usr/local/lib/python3.7/site-packages/sklearn/base.py:315:
UserWarning: Trying to unpickle estimator CountVectorizer from version 0.23.2 when using version 0.24.0.
This might lead to breaking code or invalid results. Use at your own risk.
This happens when certain dependencies of paperless that are responsible for the auto matching algorithm are
updated. After updating these, your current training data *might* not be compatible anymore. This can be ignored
in most cases. This warning will disappear automatically when paperless updates the training data.
If you want to get rid of the warning or actually experience issues with automatic matching, delete
the file ``classification_model.pickle`` in the data directory and let paperless recreate it.
504 Server Error: Gateway Timeout when adding Office documents
##############################################################
You may experience these errors when using the optional TIKA integration:
.. code::
requests.exceptions.HTTPError: 504 Server Error: Gateway Timeout for url: http://gotenberg:3000/convert/office
Gotenberg is a server that converts Office documents into PDF documents and has a default timeout of 10 seconds.
When conversion takes longer, Gotenberg raises this error.
You can increase the timeout by configuring an environment variable for gotenberg (see also `here <https://thecodingmachine.github.io/gotenberg/#environment_variables.default_wait_timeout>`__).
If using docker-compose, this is achieved by the following configuration change in the ``docker-compose.yml`` file:
.. code:: yaml
gotenberg:
image: thecodingmachine/gotenberg
restart: unless-stopped
environment:
DISABLE_GOOGLE_CHROME: 1
DEFAULT_WAIT_TIMEOUT: 30
Permission denied errors in the consumption directory
#####################################################
You might encounter errors such as:
.. code:: shell-session
The following error occured while consuming document.pdf: [Errno 13] Permission denied: '/usr/src/paperless/src/../consume/document.pdf'
This happens when paperless does not have permission to delete files inside the consumption directory.
Ensure that ``USERMAP_UID`` and ``USERMAP_GID`` are set to the user id and group id you use on the host operating system, if these are
different from ``1000``. See :ref:`setup-docker_hub`.
Also ensure that you are able to read and write to the consumption directory on the host.
OSError: [Errno 19] No such device when consuming files
#######################################################
If you experience errors such as:
.. code:: shell-session
File "/usr/local/lib/python3.7/site-packages/whoosh/codec/base.py", line 570, in open_compound_file
return CompoundStorage(dbfile, use_mmap=storage.supports_mmap)
File "/usr/local/lib/python3.7/site-packages/whoosh/filedb/compound.py", line 75, in __init__
self._source = mmap.mmap(fileno, 0, access=mmap.ACCESS_READ)
OSError: [Errno 19] No such device
During handling of the above exception, another exception occurred:
Traceback (most recent call last):
File "/usr/local/lib/python3.7/site-packages/django_q/cluster.py", line 436, in worker
res = f(*task["args"], **task["kwargs"])
File "/usr/src/paperless/src/documents/tasks.py", line 73, in consume_file
override_tag_ids=override_tag_ids)
File "/usr/src/paperless/src/documents/consumer.py", line 271, in try_consume_file
raise ConsumerError(e)
Paperless uses a search index to provide better and faster full text searching. This search index is stored inside
the ``data`` folder. The search index uses memory-mapped files (mmap). The above error indicates that paperless
was unable to create and open these files.
This happens when you're trying to store the data directory on certain file systems (mostly network shares)
that don't support memory-mapped files.
Web-UI stuck at "Loading..."
############################
This might have multiple reasons.
1. If you built the docker image yourself or deployed using the bare metal route,
make sure that there are files in ``<paperless-root>/static/frontend/<lang-code>/``.
If there are no files, make sure that you executed ``collectstatic`` successfully, either
manually or as part of the docker image build.
If the front end is still missing, make sure that the front end is compiled (files present in
``src/documents/static/frontend``). If it is not, you need to compile the front end yourself
or download the release archive instead of cloning the repository.
2. Check the output of the web server. You might see errors like this:
.. code::
[2021-01-25 10:08:04 +0000] [40] [ERROR] Socket error processing request.
Traceback (most recent call last):
File "/usr/local/lib/python3.7/site-packages/gunicorn/workers/sync.py", line 134, in handle
self.handle_request(listener, req, client, addr)
File "/usr/local/lib/python3.7/site-packages/gunicorn/workers/sync.py", line 190, in handle_request
util.reraise(*sys.exc_info())
File "/usr/local/lib/python3.7/site-packages/gunicorn/util.py", line 625, in reraise
raise value
File "/usr/local/lib/python3.7/site-packages/gunicorn/workers/sync.py", line 178, in handle_request
resp.write_file(respiter)
File "/usr/local/lib/python3.7/site-packages/gunicorn/http/wsgi.py", line 396, in write_file
if not self.sendfile(respiter):
File "/usr/local/lib/python3.7/site-packages/gunicorn/http/wsgi.py", line 386, in sendfile
sent += os.sendfile(sockno, fileno, offset + sent, count)
OSError: [Errno 22] Invalid argument
To fix this issue, add
.. code::
SENDFILE=0
to your `docker-compose.env` file.

82
docs/usage_overview.rst
View File

@ -57,9 +57,6 @@ Adding documents to paperless
#############################
Once you've got Paperless setup, you need to start feeding documents into it.
Currently, there are three options: the consumption directory, IMAP (email), and
HTTP POST.
When adding documents to paperless, it will perform the following operations on
your documents:
@ -82,8 +79,7 @@ your documents:
No matter which options you choose, Paperless will always store the original
document that it found in the consumption directory or in the mail and
will never overwrite that document. Archived versions are stored alongside the
digital versions.
original versions.
The consumption directory
@ -107,6 +103,25 @@ files from the scanner. Typically, you're looking at an FTP server like
.. TODO: hyperref to configuration of the location of this magic folder.
Dashboard upload
================
The dashboard has a file drop field to upload documents to paperless. Simply drag a file
onto this field or select a file with the file dialog. Multiple files are supported.
.. _usage-mobile_upload:
Mobile upload
=============
The mobile app over at `<https://github.com/qcasey/paperless_share>`_ allows Android users
to share any documents with paperless. This can be combined with any of the mobile
scanning apps out there, such as Office Lens.
Furthermore, there is the `Paperless App <https://github.com/bauerj/paperless_app>`_ as well,
which not only has document upload, but also document browsing and download features.
.. _usage-email:
IMAP (Email)
@ -183,6 +198,63 @@ You can also submit a document using the REST API, see :ref:`api-file_uploads` f
.. _basic-searching:
Best practices
##############
Paperless offers a couple tools that help you organize your document collection. However,
it is up to you to use them in a way that helps you organize documents and find specific
documents when you need them. This section offers a couple ideas for managing your collection.
Document types allow you to classify documents according to what they are. You can define
types such as "Receipt", "Invoice", or "Contract". If you used to collect all your receipts
in a single binder, you can recreate that system in paperless by defining a document type,
assigning documents to that type and then filtering by that type to only see all receipts.
Not all documents need document types. Sometimes its hard to determine what the type of a
document is or it is hard to justify creating a document type that you only need once or twice.
This is okay. As long as the types you define help you organize your collection in the way
you want, paperless is doing its job.
Tags can be used in many different ways. Think of tags are more versatile folders or binders.
If you have a binder for documents related to university / your car or health care, you can
create these binders in paperless by creating tags and assigning them to relevant documents.
Just as with documents, you can filter the document list by tags and only see documents of
a certain topic.
With physical documents, you'll often need to decide which folder the document belongs to.
The advantage of tags over folders and binders is that a single document can have multiple
tags. A physical document cannot magically appear in two different folders, but with tags,
this is entirely possible.
.. hint::
This can be used in many different ways. One example: Imagine you're working on a particular
task, such as signing up for university. Usually you'll need to collect a bunch of different
documents that are already sorted into various folders. With the tag system of paperless,
you can create a new group of documents that are relevant to this task without destroying
the already existing organization. When you're done with the task, you could delete the
tag again, which would be equal to sorting documents back into the folder they belong into.
Or keep the tag, up to you.
All of the logic above applies to correspondents as well. Attach them to documents if you
feel that they help you organize your collection.
When you've started organizing your documents, create a couple saved views for document collections
you regularly access. This is equal to having labeled physical binders on your desk, except
that these saved views are dynamic and simply update themselves as you add documents to the system.
Here are a couple examples of tags and types that you could use in your collection.
* An ``inbox`` tag for newly added documents that you haven't manually edited yet.
* A tag ``car`` for everything car related (repairs, registration, insurance, etc)
* A tag ``todo`` for documents that you still need to do something with, such as reply, or
perform some task online.
* A tag ``bank account x`` for all bank statement related to that account.
* A tag ``mail`` for anything that you added to paperless via its mail processing capabilities.
* A tag ``missing_metadata`` when you still need to add some metadata to a document, but can't
or don't want to do this right now.
Searching
#########

24
docker/gunicorn.conf.py → gunicorn.conf.py
View File

@ -1,21 +1,9 @@
bind = '127.0.0.1:8000'
backlog = 2048
workers = 3
worker_class = 'sync'
worker_connections = 1000
timeout = 20
keepalive = 2
spew = False
daemon = False
pidfile = None
umask = 0
user = None
group = None
tmp_upload_dir = None
loglevel = 'info'
errorlog = '-'
accesslog = '-'
proc_name = None
import os
bind = '0.0.0.0:8000'
workers = int(os.getenv("PAPERLESS_WEBSERVER_WORKERS", 2))
worker_class = 'uvicorn.workers.UvicornWorker'
timeout = 120
def pre_fork(server, worker):
pass

295
install-paperless-ng.sh Executable file
View File

@ -0,0 +1,295 @@
#!/bin/bash
set -e
ask() {
while true ; do
if [[ -z $3 ]] ; then
read -p "$1 [$2]: " result
else
read -p "$1 ($3) [$2]: " result
fi
if [[ -z $result ]]; then
ask_result=$2
return
fi
array=$3
if [[ -z $3 || " ${array[@]} " =~ " ${result} " ]]; then
ask_result=$result
return
else
echo "Invalid option: $result"
fi
done
}
ask_docker_folder() {
while true ; do
read -p "$1 [$2]: " result
if [[ -z $result ]]; then
ask_result=$2
return
fi
if [[ $result == /* || $result == ./* ]]; then
ask_result=$result
return
else
echo "Invalid folder: $result"
fi
done
}
if [[ $(id -u) == "0" ]] ; then
echo "Do not run this script as root."
exit 1
fi
if [[ -z $(which wget) ]] ; then
echo "wget executable not found. Is wget installed?"
exit 1
fi
if [[ -z $(which docker) ]] ; then
echo "docker executable not found. Is docker installed?"
exit 1
fi
if [[ -z $(which docker-compose) ]] ; then
echo "docker-compose executable not found. Is docker-compose installed?"
exit 1
fi
echo ""
echo "############################################"
echo "### Paperless-ng docker installation ###"
echo "############################################"
echo ""
echo "This script will download, configure and start paperless-ng."
echo ""
echo "1. Folder configuration"
echo "======================="
echo ""
echo "The target folder is used to store the configuration files of "
echo "paperless. You can move this folder around after installing paperless."
echo "You will need this folder whenever you want to start, stop, update or "
echo "maintain your paperless instance."
echo ""
ask "Target folder" "$(pwd)/paperless-ng"
TARGET_FOLDER=$ask_result
echo ""
echo "The consume folder is where paperles will search for new documents."
echo "Point this to a folder where your scanner is able to put your scanned"
echo "documents."
echo ""
echo "CAUTION: You must specify an absolute path starting with / or a relative "
echo "path starting with ./ here. Examples:"
echo " /mnt/consume"
echo " ./consume"
echo ""
ask_docker_folder "Consume folder" "$TARGET_FOLDER/consume"
CONSUME_FOLDER=$ask_result
echo ""
echo "The media folder is where paperless stores your documents."
echo "Leave empty and docker will manage this folder for you."
echo "Docker usually stores managed folders in /var/lib/docker/volumes."
echo ""
echo "CAUTION: If specified, you must specify an absolute path starting with /"
echo "or a relative path starting with ./ here."
echo ""
ask_docker_folder "Media folder" ""
MEDIA_FOLDER=$ask_result
echo ""
echo "The data folder is where paperless stores other data, such as your"
echo "SQLite database (if used), the search index and other data."
echo "As with the media folder, leave empty to have this managed by docker."
echo ""
echo "CAUTION: If specified, you must specify an absolute path starting with /"
echo "or a relative path starting with ./ here."
echo ""
ask_docker_folder "Data folder" ""
DATA_FOLDER=$ask_result
echo ""
echo "2. Application configuration"
echo "============================"
echo ""
echo "The port on which the paperless webserver will listen for incoming"
echo "connections."
echo ""
ask "Port" "8000"
PORT=$ask_result
echo ""
echo "Database backend: PostgreSQL and SQLite are available. Use PostgreSQL"
echo "if unsure. If you're running on a low-power device such as Raspberry"
echo "Pi, use SQLite to save resources."
echo ""
ask "Database backend" "postgres" "postgres sqlite"
DATABASE_BACKEND=$ask_result
echo ""
echo "Paperless is able to use Apache Tika to support Office documents such as"
echo "Word, Excel, Powerpoint, and Libreoffice equivalents. This feature"
echo "requires more resources due to the required services."
echo ""
ask "Enable Apache Tika?" "no" "yes no"
TIKA_ENABLED=$ask_result
echo ""
echo "Specify the default language that most of your documents are written in."
echo "Use ISO 639-2, (T) variant language codes: "
echo "https://www.loc.gov/standards/iso639-2/php/code_list.php"
echo "Common values: eng (English) deu (German) nld (Dutch) fra (French)"
echo ""
ask "OCR language" "eng"
OCR_LANGUAGE=$ask_result
echo ""
echo "Specify the user id and group id you wish to run paperless as."
echo "Paperless will also change ownership on the data, media and consume"
echo "folder to the specified values, so it's a good idea to supply the user id"
echo "and group id of your unix user account."
echo "If unsure, leave default."
echo ""
ask "User ID" "$(id -u)"
USERMAP_UID=$ask_result
ask "Group ID" "$(id -g)"
USERMAP_GID=$ask_result
echo ""
echo "3. Login credentials"
echo "===================="
echo ""
echo "Specify initial login credentials. You can change these later."
echo "A mail address is required, however it is not used in paperless. You don't"
echo "need to provide an actual mail address."
echo ""
ask "Paperless username" "$(whoami)"
USERNAME=$ask_result
while true; do
read -sp "Paperless password: " PASSWORD
echo ""
if [[ -z $PASSWORD ]] ; then
echo "Password cannot be empty."
continue
fi
read -sp "Paperless password (again): " PASSWORD_REPEAT
echo ""
if [[ ! "$PASSWORD" == "$PASSWORD_REPEAT" ]] ; then
echo "Passwords did not match"
else
break
fi
done
ask "Email" "$USERNAME@localhost"
EMAIL=$ask_result
echo ""
echo "Summary"
echo "======="
echo ""
echo "Target folder: $TARGET_FOLDER"
echo "Consume folder: $CONSUME_FOLDER"
if [[ -z $MEDIA_FOLDER ]] ; then
echo "Media folder: Managed by docker"
else
echo "Media folder: $MEDIA_FOLDER"
fi
if [[ -z $DATA_FOLDER ]] ; then
echo "Data folder: Managed by docker"
else
echo "Data folder: $DATA_FOLDER"
fi
echo ""
echo "Port: $PORT"
echo "Database: $DATABASE_BACKEND"
echo "Tika enabled: $TIKA_ENABLED"
echo "OCR language: $OCR_LANGUAGE"
echo "User id: $USERMAP_UID"
echo "Group id: $USERMAP_GID"
echo ""
echo "Paperless username: $USERNAME"
echo "Paperless email: $EMAIL"
echo ""
read -p "Press any key to install."
echo ""
echo "Installing paperless..."
echo ""
mkdir -p "$TARGET_FOLDER"
cd "$TARGET_FOLDER"
DOCKER_COMPOSE_VERSION=$DATABASE_BACKEND
if [[ $TIKA_ENABLED == "yes" ]] ; then
DOCKER_COMPOSE_VERSION="$DOCKER_COMPOSE_VERSION-tika"
fi
wget "https://raw.githubusercontent.com/jonaswinkler/paperless-ng/master/docker/compose/docker-compose.$DOCKER_COMPOSE_VERSION.yml" -O docker-compose.yml
wget "https://raw.githubusercontent.com/jonaswinkler/paperless-ng/master/docker/compose/.env" -O .env
SECRET_KEY=$(cat /dev/urandom | tr -dc 'a-zA-Z0-9' | fold -w 64 | head -n 1)
DEFAULT_LANGUAGES="deu eng fra ita spa"
{
if [[ ! $USERMAP_UID == "1000" ]] ; then
echo "USERMAP_UID=$USERMAP_UID"
fi
if [[ ! $USERMAP_GID == "1000" ]] ; then
echo "USERMAP_GID=$USERMAP_GID"
fi
echo "PAPERLESS_OCR_LANGUAGE=$OCR_LANGUAGE"
echo "PAPERLESS_SECRET_KEY=$SECRET_KEY"
if [[ ! " ${DEFAULT_LANGUAGES[@]} " =~ " ${OCR_LANGUAGE} " ]] ; then
echo "PAPERLESS_OCR_LANGUAGES=$OCR_LANGUAGE"
fi
} > docker-compose.env
sed -i "s/- 8000:8000/- $PORT:8000/g" docker-compose.yml
sed -i "s#- \./consume:/usr/src/paperless/consume#- $CONSUME_FOLDER:/usr/src/paperless/consume#g" docker-compose.yml
if [[ -n $MEDIA_FOLDER ]] ; then
sed -i "s#- media:/usr/src/paperless/media#- $MEDIA_FOLDER:/usr/src/paperless/media#g" docker-compose.yml
fi
if [[ -n $DATA_FOLDER ]] ; then
sed -i "s#- data:/usr/src/paperless/data#- $DATA_FOLDER:/usr/src/paperless/data#g" docker-compose.yml
fi
docker-compose pull
docker-compose run --rm -e DJANGO_SUPERUSER_PASSWORD="$PASSWORD" webserver createsuperuser --noinput --username "$USERNAME" --email "$EMAIL"
docker-compose up -d

21
paperless.conf.example
View File

@ -13,6 +13,7 @@
#PAPERLESS_DBNAME=paperless
#PAPERLESS_DBUSER=paperless
#PAPERLESS_DBPASS=paperless
#PAPERLESS_DBSSLMODE=prefer
# Paths and folders
@ -26,10 +27,12 @@
#PAPERLESS_SECRET_KEY=change-me
#PAPERLESS_ALLOWED_HOSTS=example.com,www.example.com
#PAPERLESS_CORS_ALLOWED_HOSTS=localhost:8080,example.com,localhost:8000
#PAPERLESS_CORS_ALLOWED_HOSTS=http://example.com,http://localhost:8000
#PAPERLESS_FORCE_SCRIPT_NAME=
#PAPERLESS_STATIC_URL=/static/
#PAPERLESS_AUTO_LOGIN_USERNAME=
#PAPERLESS_COOKIE_PREFIX=
#PAPERLESS_ENABLE_HTTP_REMOTE_USER=false
# OCR settings
@ -38,7 +41,11 @@
#PAPERLESS_OCR_OUTPUT_TYPE=pdfa
#PAPERLESS_OCR_PAGES=1
#PAPERLESS_OCR_IMAGE_DPI=300
#PAPERLESS_OCR_USER_ARG={}
#PAPERLESS_OCR_CLEAN=clean
#PAPERLESS_OCR_DESKEW=true
#PAPERLESS_OCR_ROTATE_PAGES=true
#PAPERLESS_OCR_ROTATE_PAGES_THRESHOLD=12.0
#PAPERLESS_OCR_USER_ARGS={}
#PAPERLESS_CONVERT_MEMORY_LIMIT=0
#PAPERLESS_CONVERT_TMPDIR=/var/tmp/paperless
@ -49,10 +56,20 @@
#PAPERLESS_TIME_ZONE=UTC
#PAPERLESS_CONSUMER_POLLING=10
#PAPERLESS_CONSUMER_DELETE_DUPLICATES=false
#PAPERLESS_CONSUMER_RECURSIVE=false
#PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS=false
#PAPERLESS_OPTIMIZE_THUMBNAILS=true
#PAPERLESS_POST_CONSUME_SCRIPT=/path/to/an/arbitrary/script.sh
#PAPERLESS_FILENAME_DATE_ORDER=YMD
#PAPERLESS_FILENAME_PARSE_TRANSFORMS=[]
#PAPERLESS_THUMBNAIL_FONT_NAME=
#PAPERLESS_IGNORE_DATES=
# Tika settings
#PAPERLESS_TIKA_ENABLED=false
#PAPERLESS_TIKA_ENDPOINT=http://localhost:9998
#PAPERLESS_TIKA_GOTENBERG_ENDPOINT=http://localhost:3000
# Binaries

101
requirements.txt Normal file
View File

@ -0,0 +1,101 @@
#
# These requirements were autogenerated by pipenv
# To regenerate from the project's Pipfile, run:
#
# pipenv lock --requirements
#
-i https://pypi.python.org/simple
--extra-index-url https://www.piwheels.org/simple
aioredis==1.3.1
arrow==0.17.0; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4'
asgiref==3.3.1; python_version >= '3.5'
async-timeout==3.0.1; python_full_version >= '3.5.3'
attrs==20.3.0; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'
autobahn==21.2.1; python_version >= '3.6'
automat==20.2.0
blessed==1.17.12
certifi==2020.12.5
cffi==1.14.5
channels-redis==3.2.0
channels==3.0.3
chardet==4.0.0; python_version >= '3.1'
click==7.1.2; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4'
coloredlogs==15.0; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4'
concurrent-log-handler==0.9.19
constantly==15.1.0
cryptography==3.3.2
daphne==3.0.1; python_version >= '3.6'
dateparser==0.7.6
django-cors-headers==3.7.0
django-extensions==3.1.1
django-filter==2.4.0
django-picklefield==3.0.1; python_version >= '3'
django-q==1.3.4
django==3.1.7
djangorestframework==3.12.2
filelock==3.0.12
fuzzywuzzy[speedup]==0.18.0
gunicorn==20.0.4
h11==0.12.0; python_version >= '3.6'
hiredis==1.1.0; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'
httptools==0.1.1
humanfriendly==9.1; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4'
hyperlink==21.0.0
idna==2.10; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'
imap-tools==0.37.0
img2pdf==0.4.0
incremental==17.5.0
inotify-simple==1.3.5; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'
inotifyrecursive==0.3.5
joblib==1.0.1; python_version >= '3.6'
langdetect==1.0.8
lxml==4.6.2; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4'
msgpack==1.0.2
numpy==1.19.5
ocrmypdf==11.6.2
pathvalidate==2.3.2
pdfminer.six==20201018
pikepdf==2.5.2
pillow==8.1.0
pluggy==0.13.1; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'
portalocker==2.2.1; python_version >= '3'
psycopg2-binary==2.8.6
pyasn1-modules==0.2.8
pyasn1==0.4.8
pycparser==2.20; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'
pyhamcrest==2.0.2; python_version >= '3.5'
pyopenssl==20.0.1; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4'
python-dateutil==2.8.1
python-dotenv==0.15.0
python-gnupg==0.4.6
python-levenshtein==0.12.2
python-magic==0.4.22
pytz==2021.1
pyyaml==5.4.1
redis==3.5.3
regex==2020.11.13
reportlab==3.5.59
requests==2.25.1; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4'
scikit-learn==0.24.0
scipy==1.5.4
service-identity==18.1.0
six==1.15.0; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3'
sortedcontainers==2.3.0
sqlparse==0.4.1; python_version >= '3.5'
threadpoolctl==2.1.0; python_version >= '3.5'
tika==1.24
tqdm==4.57.0
twisted[tls]==20.3.0; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4'
txaio==21.2.1; python_version >= '3.6'
tzlocal==2.1
urllib3==1.26.3; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4' and python_version < '4'
uvicorn[standard]==0.13.4
uvloop==0.14.0
watchdog==1.0.2
watchgod==0.7
wcwidth==0.2.5
websockets==8.1
whitenoise==5.2.0
whoosh==2.7.4
zope.interface==5.2.0; python_version >= '2.7' and python_version not in '3.0, 3.1, 3.2, 3.3, 3.4'

16
resources/logo.txt Normal file
View File

@ -0,0 +1,16 @@
9w
{@@N
Q@@@@H
G@@@@@@@\
SilN@@@@@@@
*Q *@@@@@@@@S /= = = = = = = = = = = = = = = = = =\
*@ B@@@@@@@@N || ||
N R$ A@@@@@@@@@@ || PAPERLESS-NG ||
x@@ $U B@@@@@@@@@R || ||
N@@N^ @ N@@@@@@@@@* \= = = = = = = = = = = = = = = = = =/
|@@@u @ E@@@@@@@@l
Q@@@ \ Px@@@@@@P
1@@S` @@@o'
z$ ;
v
/

124
scripts/make-release.sh
View File

@ -1,124 +0,0 @@
#!/bin/bash
# Release checklist
# - wait for travis build.
# adjust src/paperless/version.py
# changelog in the documentation
# adjust versions in docker/hub/*
# If docker-compose was modified: all compose files are the same.
# Steps:
# run release script "dev", push
# if it works: new tag, merge into master
# on master: make release "lastest", push
# on master: make release "version-tag", push
# publish release files
set -e
VERSION=$1
if [ -z "$VERSION" ]
then
echo "Need a version string."
exit 1
fi
# source root directory of paperless
PAPERLESS_ROOT=$(git rev-parse --show-toplevel)
# output directory
PAPERLESS_DIST="$PAPERLESS_ROOT/dist"
PAPERLESS_DIST_APP="$PAPERLESS_DIST/paperless-ng"
PAPERLESS_DIST_DOCKERFILES="$PAPERLESS_DIST/paperless-ng-dockerfiles"
if [ -d "$PAPERLESS_DIST" ]
then
echo "Removing $PAPERLESS_DIST"
rm "$PAPERLESS_DIST" -r
fi
mkdir "$PAPERLESS_DIST"
mkdir "$PAPERLESS_DIST_APP"
mkdir "$PAPERLESS_DIST_APP/docker"
mkdir "$PAPERLESS_DIST_APP/scripts"
mkdir "$PAPERLESS_DIST_DOCKERFILES"
# setup dependencies.
cd "$PAPERLESS_ROOT"
pipenv clean
pipenv install --dev
pipenv lock --keep-outdated -r > "$PAPERLESS_DIST_APP/requirements.txt"
# test if the application works.
cd "$PAPERLESS_ROOT/src"
pipenv run pytest --cov
pipenv run pycodestyle
# make the documentation.
cd "$PAPERLESS_ROOT/docs"
make clean html
# copy stuff into place
# the application itself
cp "$PAPERLESS_ROOT/.env" \
"$PAPERLESS_ROOT/.dockerignore" \
"$PAPERLESS_ROOT/CONTRIBUTING.md" \
"$PAPERLESS_ROOT/LICENSE" \
"$PAPERLESS_ROOT/Pipfile" \
"$PAPERLESS_ROOT/Pipfile.lock" \
"$PAPERLESS_ROOT/README.md" "$PAPERLESS_DIST_APP"
cp "$PAPERLESS_ROOT/paperless.conf.example" "$PAPERLESS_DIST_APP/paperless.conf"
# copy python source, templates and static files.
cd "$PAPERLESS_ROOT"
find src -wholename '*/templates/*' -o -wholename '*/static/*' -o -name '*.py' | cpio -pdm "$PAPERLESS_DIST_APP"
# build the front end.
cd "$PAPERLESS_ROOT/src-ui"
ng build --prod --output-hashing none --sourceMap=false --output-path "$PAPERLESS_DIST_APP/src/documents/static/frontend"
# documentation
cp "$PAPERLESS_ROOT/docs/_build/html/" "$PAPERLESS_DIST_APP/docs" -r
# docker files for building the image yourself
cp "$PAPERLESS_ROOT/docker/local/"* "$PAPERLESS_DIST_APP"
cp "$PAPERLESS_ROOT/docker/docker-compose.env" "$PAPERLESS_DIST_APP"
# docker files for pulling from docker hub
cp "$PAPERLESS_ROOT/docker/hub/"* "$PAPERLESS_DIST_DOCKERFILES"
cp "$PAPERLESS_ROOT/.env" "$PAPERLESS_DIST_DOCKERFILES"
cp "$PAPERLESS_ROOT/docker/docker-compose.env" "$PAPERLESS_DIST_DOCKERFILES"
# auxiliary files required for the docker image
cp "$PAPERLESS_ROOT/docker/docker-entrypoint.sh" "$PAPERLESS_DIST_APP/docker/"
cp "$PAPERLESS_ROOT/docker/gunicorn.conf.py" "$PAPERLESS_DIST_APP/docker/"
cp "$PAPERLESS_ROOT/docker/imagemagick-policy.xml" "$PAPERLESS_DIST_APP/docker/"
cp "$PAPERLESS_ROOT/docker/supervisord.conf" "$PAPERLESS_DIST_APP/docker/"
# auxiliary files for bare metal installs
cp "$PAPERLESS_ROOT/scripts/paperless-webserver.service" "$PAPERLESS_DIST_APP/scripts/"
cp "$PAPERLESS_ROOT/scripts/paperless-consumer.service" "$PAPERLESS_DIST_APP/scripts/"
cp "$PAPERLESS_ROOT/scripts/paperless-scheduler.service" "$PAPERLESS_DIST_APP/scripts/"
# try to make the docker build.
cd "$PAPERLESS_DIST_APP"
docker build . -t "jonaswinkler/paperless-ng:$VERSION"
# works. package the app!
cd "$PAPERLESS_DIST"
tar -cJf "paperless-ng-$VERSION.tar.xz" paperless-ng/
tar -cJf "paperless-ng-$VERSION-dockerfiles.tar.xz" paperless-ng-dockerfiles/

2
scripts/paperless-webserver.service
View File

@ -8,7 +8,7 @@ Requires=redis.service
User=paperless
Group=paperless
WorkingDirectory=/opt/paperless/src
ExecStart=/opt/paperless/.local/bin/gunicorn paperless.wsgi -w 2 -b 0.0.0.0:8000
ExecStart=/opt/paperless/.local/bin/gunicorn -c /opt/paperless/gunicorn.conf.py paperless.asgi:application
[Install]
WantedBy=multi-user.target

23
scripts/push-release.sh
View File

@ -1,23 +0,0 @@
#!/bin/bash
set -e
VERSION=$1
if [ -z "$VERSION" ]
then
echo "Need a version string."
exit 1
fi
# source root directory of paperless
PAPERLESS_ROOT=$(git rev-parse --show-toplevel)
# output directory
PAPERLESS_DIST="$PAPERLESS_ROOT/dist"
PAPERLESS_DIST_APP="$PAPERLESS_DIST/paperless-ng"
cd "$PAPERLESS_DIST_APP"
docker push "jonaswinkler/paperless-ng:$VERSION"

2
scripts/start_services.sh
View File

@ -1,2 +1,4 @@
docker run -p 5432:5432 -v paperless_pgdata:/var/lib/postgresql/data -d postgres:13
docker run -d -p 6379:6379 redis:latest
docker run -p 3000:3000 -d thecodingmachine/gotenberg
docker run -p 9998:9998 -d apache/tika

34
src-ui/angular.json
View File

@ -13,6 +13,16 @@
"root": "",
"sourceRoot": "src",
"prefix": "app",
"i18n": {
"sourceLocale": "en-US",
"locales": {
"de": "src/locale/messages.de.xlf",
"nl-NL": "src/locale/messages.nl_NL.xlf",
"fr": "src/locale/messages.fr.xlf",
"en-GB": "src/locale/messages.en_GB.xlf",
"pt-BR": "src/locale/messages.pt_BR.xlf"
}
},
"architect": {
"build": {
"builder": "@angular-devkit/build-angular:browser",
@ -23,15 +33,25 @@
"main": "src/main.ts",
"polyfills": "src/polyfills.ts",
"tsConfig": "tsconfig.app.json",
"localize": true,
"aot": true,
"assets": [
"src/favicon.ico",
"src/assets"
"src/apple-touch-icon.png",
"src/assets",
"src/manifest.webmanifest", {
"glob": "pdf.worker.min.js",
"input": "node_modules/pdfjs-dist/build/",
"output": "/assets/js/"
}
],
"styles": [
"src/styles.scss"
],
"scripts": []
"scripts": [],
"allowedCommonJsDependencies": [
"ng2-pdf-viewer"
]
},
"configurations": {
"production": {
@ -41,6 +61,7 @@
"with": "src/environments/environment.prod.ts"
}
],
"outputPath": "../src/documents/static/frontend/",
"optimization": true,
"outputHashing": "none",
"sourceMap": false,
@ -61,13 +82,16 @@
"maximumError": "10kb"
}
]
},
"en-US": {
"localize": ["en-US"]
}
}
},
"serve": {
"builder": "@angular-devkit/build-angular:dev-server",
"options": {
"browserTarget": "paperless-ui:build"
"browserTarget": "paperless-ui:build:en-US"
},
"configurations": {
"production": {
@ -90,7 +114,9 @@
"karmaConfig": "karma.conf.js",
"assets": [
"src/favicon.ico",
"src/assets"
"src/apple-touch-icon.png",
"src/assets",
"src/manifest.webmanifest"
],
"styles": [
"src/styles.scss"

2062
src-ui/messages.xlf Normal file
View File

File diff suppressed because it is too large Load Diff

96
src-ui/package-lock.json generated
View File

@ -331,6 +331,12 @@
"ms": "^2.1.1"
}
},
"ini": {
"version": "1.3.5",
"resolved": "https://registry.npmjs.org/ini/-/ini-1.3.5.tgz",
"integrity": "sha512-RZY5huIKCMRWDUqZlEi72f/lmXKMvuszcMBduliQ3nnWbx9X/ZBQO7DijMEYS9EhHBb2qacRUMtC7svLwe0lcw==",
"dev": true
},
"uuid": {
"version": "8.3.0",
"resolved": "https://registry.npmjs.org/uuid/-/uuid-8.3.0.tgz",
@ -2049,9 +2055,17 @@
}
},
"@ng-bootstrap/ng-bootstrap": {
"version": "8.0.0",
"resolved": "https://registry.npmjs.org/@ng-bootstrap/ng-bootstrap/-/ng-bootstrap-8.0.0.tgz",
"integrity": "sha512-v77Gfd8xHH+exq0WqIqVRlxbUEHdA/2+RUJenUP2IDTQN9E1rWl7O461/kosr+0XPuxPArHQJxhh/WsCYckcNg==",
"version": "8.0.4",
"resolved": "https://registry.npmjs.org/@ng-bootstrap/ng-bootstrap/-/ng-bootstrap-8.0.4.tgz",
"integrity": "sha512-EdxTwOPOtlvfnwrglPniulmzdnXdXH3lTGaGAY1HrYRvdtGg6wicRvl+BvwVE/3Qik5NPkOWMVghUHpv3evIYg==",
"requires": {
"tslib": "^2.0.0"
}
},
"@ng-select/ng-select": {
"version": "5.0.9",
"resolved": "https://registry.npmjs.org/@ng-select/ng-select/-/ng-select-5.0.9.tgz",
"integrity": "sha512-YZeSAiS8/Nx/eHZJPmOOYL8YmcvSq+dr1P8WIrsKmRA7mueorBpPc5xlUj+nLQbpLtsiQvdWDQspf/ykOvD/lA==",
"requires": {
"tslib": "^2.0.0"
}
@ -2170,6 +2184,14 @@
"pacote": "9.5.12",
"semver": "7.3.2",
"semver-intersect": "1.4.0"
},
"dependencies": {
"ini": {
"version": "1.3.5",
"resolved": "https://registry.npmjs.org/ini/-/ini-1.3.5.tgz",
"integrity": "sha512-RZY5huIKCMRWDUqZlEi72f/lmXKMvuszcMBduliQ3nnWbx9X/ZBQO7DijMEYS9EhHBb2qacRUMtC7svLwe0lcw==",
"dev": true
}
}
},
"@types/glob": {
@ -2215,6 +2237,11 @@
"integrity": "sha512-UV1/ZJMC+HcP902wWdpC43cAcGu0IQk/I5bXjP2aSuCjsk3cE74mDvFrLKga7oDC170ugOAYBwfT4DSQW3akDA==",
"dev": true
},
"@types/pdfjs-dist": {
"version": "2.1.7",
"resolved": "https://registry.npmjs.org/@types/pdfjs-dist/-/pdfjs-dist-2.1.7.tgz",
"integrity": "sha512-nQIwcPUhkAIyn7x9NS0lR/qxYfd5unRtfGkMjvpgF4Sh28IXftRymaNmFKTTdejDNY25NDGSIyjwj/BRwAPexg=="
},
"@types/q": {
"version": "1.5.4",
"resolved": "https://registry.npmjs.org/@types/q/-/q-1.5.4.tgz",
@ -3023,6 +3050,16 @@
"integrity": "sha512-1Yj8h9Q+QDF5FzhMs/c9+6UntbD5MkRfRwac8DoEm9ZfUBZ7tZ55YcGVAzEe4bXsdQHEk+s9S5wsOKVdZrw0tQ==",
"dev": true
},
"bindings": {
"version": "1.5.0",
"resolved": "https://registry.npmjs.org/bindings/-/bindings-1.5.0.tgz",
"integrity": "sha512-p2q/t/mhvuOj/UeLlV6566GD/guowlr0hHxClI0W9m7MWYkL1F0hLo+0Aexs9HSPCtR1SXQ0TD3MMKrXZajbiQ==",
"dev": true,
"optional": true,
"requires": {
"file-uri-to-path": "1.0.0"
}
},
"blob": {
"version": "0.0.5",
"resolved": "https://registry.npmjs.org/blob/-/blob-0.0.5.tgz",
@ -5508,6 +5545,18 @@
"schema-utils": "^2.6.5"
}
},
"file-saver": {
"version": "2.0.5",
"resolved": "https://registry.npmjs.org/file-saver/-/file-saver-2.0.5.tgz",
"integrity": "sha512-P9bmyZ3h/PRG+Nzga+rbdI4OEpNDzAVyy74uVO9ATgzLK6VtAsYybF/+TOCvrc0MO793d6+42lLyZTw7/ArVzA=="
},
"file-uri-to-path": {
"version": "1.0.0",
"resolved": "https://registry.npmjs.org/file-uri-to-path/-/file-uri-to-path-1.0.0.tgz",
"integrity": "sha512-0Zt+s3L7Vf1biwWZ29aARiVYLx7iMGnEUl9x33fbB/j3jR81u/O2LbqK+Bm1CDSNDKVtJ/YjwY7TUd5SkeLQLw==",
"dev": true,
"optional": true
},
"fill-range": {
"version": "7.0.1",
"resolved": "https://registry.npmjs.org/fill-range/-/fill-range-7.0.1.tgz",
@ -8208,6 +8257,13 @@
"integrity": "sha512-nnbWWOkoWyUsTjKrhgD0dcz22mdkSnpYqbEjIm2nhwhuxlSkpywJmBo8h0ZqJdkp73mb90SssHkN4rsRaBAfAA==",
"dev": true
},
"nan": {
"version": "2.14.2",
"resolved": "https://registry.npmjs.org/nan/-/nan-2.14.2.tgz",
"integrity": "sha512-M2ufzIiINKCuDfBSAUr1vWQ+vuVcA9kqx8JJUsbQi6yf1uGRyb7HfpdfUr5qLXf3B/t8dPvcjhKMmlfnP47EzQ==",
"dev": true,
"optional": true
},
"nanomatch": {
"version": "1.2.13",
"resolved": "https://registry.npmjs.org/nanomatch/-/nanomatch-1.2.13.tgz",
@ -8260,6 +8316,23 @@
"moment": "2.18.1"
}
},
"ng2-pdf-viewer": {
"version": "6.3.2",
"resolved": "https://registry.npmjs.org/ng2-pdf-viewer/-/ng2-pdf-viewer-6.3.2.tgz",
"integrity": "sha512-H2tBhDd+Lq6CUzK2g54HsCcZDR2wTn1sDjYqKY3yF0Ydasl2R5ppCKynZBU/zge4EKvmHglJI120FbQMpJKDYQ==",
"requires": {
"@types/pdfjs-dist": "^2.1.4",
"pdfjs-dist": "^2.4.456",
"tslib": "^1.10.0"
},
"dependencies": {
"tslib": {
"version": "1.14.1",
"resolved": "https://registry.npmjs.org/tslib/-/tslib-1.14.1.tgz",
"integrity": "sha512-Xni35NKzjgMrwevysHTCArtLDpPvye8zV/0E4EyYn43P7/7qvQwPh9BGkHewbMulVntbigmcT7rdX3BNo9wRJg=="
}
}
},
"ngx-cookie-service": {
"version": "10.1.1",
"resolved": "https://registry.npmjs.org/ngx-cookie-service/-/ngx-cookie-service-10.1.1.tgz",
@ -9270,6 +9343,11 @@
"sha.js": "^2.4.8"
}
},
"pdfjs-dist": {
"version": "2.5.207",
"resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-2.5.207.tgz",
"integrity": "sha512-xGDUhnCYPfHy+unMXCLCJtlpZaaZ17Ew3WIL0tnSgKFUZXHAPD49GO9xScyszSsQMoutNDgRb+rfBXIaX/lJbw=="
},
"performance-now": {
"version": "2.1.0",
"resolved": "https://registry.npmjs.org/performance-now/-/performance-now-2.1.0.tgz",
@ -13228,7 +13306,11 @@
"resolved": "https://registry.npmjs.org/fsevents/-/fsevents-1.2.13.tgz",
"integrity": "sha512-oWb1Z6mkHIskLzEJ/XWX0srkpkTQ7vaopMQkyaEIoq0fmtFVxOthb8cCxeT+p3ynTdkk/RZwbgG4brR5BeWECw==",
"dev": true,
"optional": true
"optional": true,
"requires": {
"bindings": "^1.5.0",
"nan": "^2.12.1"
}
},
"glob-parent": {
"version": "3.1.0",
@ -13832,7 +13914,11 @@
"resolved": "https://registry.npmjs.org/fsevents/-/fsevents-1.2.13.tgz",
"integrity": "sha512-oWb1Z6mkHIskLzEJ/XWX0srkpkTQ7vaopMQkyaEIoq0fmtFVxOthb8cCxeT+p3ynTdkk/RZwbgG4brR5BeWECw==",
"dev": true,
"optional": true
"optional": true,
"requires": {
"bindings": "^1.5.0",
"nan": "^2.12.1"
}
},
"glob-parent": {
"version": "3.1.0",

5
src-ui/package.json
View File

@ -20,9 +20,12 @@
"@angular/platform-browser": "~10.1.5",
"@angular/platform-browser-dynamic": "~10.1.5",
"@angular/router": "~10.1.5",
"@ng-bootstrap/ng-bootstrap": "^8.0.0",
"@ng-bootstrap/ng-bootstrap": "^8.0.4",
"@ng-select/ng-select": "^5.0.9",
"bootstrap": "^4.5.0",
"file-saver": "^2.0.5",
"ng-bootstrap": "^1.6.3",
"ng2-pdf-viewer": "^6.3.2",
"ngx-cookie-service": "^10.1.1",
"ngx-file-drop": "^10.0.0",
"ngx-infinite-scroll": "^9.1.0",

62
src-ui/src/app/app.component.ts
View File

@ -1,14 +1,70 @@
import { Component } from '@angular/core';
import { SettingsService, SETTINGS_KEYS } from './services/settings.service';
import { Component, OnDestroy, OnInit } from '@angular/core';
import { Router } from '@angular/router';
import { Subscription } from 'rxjs';
import { ConsumerStatusService } from './services/consumer-status.service';
import { ToastService } from './services/toast.service';
@Component({
selector: 'app-root',
templateUrl: './app.component.html',
styleUrls: ['./app.component.scss']
})
export class AppComponent {
export class AppComponent implements OnInit, OnDestroy {
constructor () {
newDocumentSubscription: Subscription;
successSubscription: Subscription;
failedSubscription: Subscription;
constructor (private settings: SettingsService, private consumerStatusService: ConsumerStatusService, private toastService: ToastService, private router: Router) {
let anyWindow = (window as any)
anyWindow.pdfWorkerSrc = '/assets/js/pdf.worker.min.js';
this.settings.updateDarkModeSettings()
}
ngOnDestroy(): void {
this.consumerStatusService.disconnect()
if (this.successSubscription) {
this.successSubscription.unsubscribe()
}
if (this.failedSubscription) {
this.failedSubscription.unsubscribe()
}
if (this.newDocumentSubscription) {
this.newDocumentSubscription.unsubscribe()
}
}
private showNotification(key) {
if (this.router.url == '/dashboard' && this.settings.get(SETTINGS_KEYS.NOTIFICATIONS_CONSUMER_SUPPRESS_ON_DASHBOARD)) {
return false
}
return this.settings.get(key)
}
ngOnInit(): void {
this.consumerStatusService.connect()
this.successSubscription = this.consumerStatusService.onDocumentConsumptionFinished().subscribe(status => {
if (this.showNotification(SETTINGS_KEYS.NOTIFICATIONS_CONSUMER_SUCCESS)) {
this.toastService.show({title: $localize`Document added`, delay: 10000, content: $localize`Document ${status.filename} was added to paperless.`, actionName: $localize`Open document`, action: () => {
this.router.navigate(['documents', status.documentId])
}})
}
})
this.failedSubscription = this.consumerStatusService.onDocumentConsumptionFailed().subscribe(status => {
if (this.showNotification(SETTINGS_KEYS.NOTIFICATIONS_CONSUMER_FAILED)) {
this.toastService.showError($localize`Could not add ${status.filename}\: ${status.message}`)
}
})
this.newDocumentSubscription = this.consumerStatusService.onDocumentDetected().subscribe(status => {
if (this.showNotification(SETTINGS_KEYS.NOTIFICATIONS_CONSUMER_NEW_DOCUMENT)) {
this.toastService.show({title: $localize`New document detected`, delay: 5000, content: $localize`Document ${status.filename} is being processed by paperless.`})
}
})
}
}

77
src-ui/src/app/app.module.ts
View File

@ -3,7 +3,7 @@ import { NgModule } from '@angular/core';
import { AppRoutingModule } from './app-routing.module';
import { AppComponent } from './app.component';
import { NgbModule } from '@ng-bootstrap/ng-bootstrap';
import { NgbDateAdapter, NgbDateParserFormatter, NgbModule } from '@ng-bootstrap/ng-bootstrap';
import { HttpClientModule, HTTP_INTERCEPTORS } from '@angular/common/http';
import { DocumentListComponent } from './components/document-list/document-list.component';
import { DocumentDetailComponent } from './components/document-detail/document-detail.component';
@ -13,11 +13,10 @@ import { DocumentTypeListComponent } from './components/manage/document-type-lis
import { LogsComponent } from './components/manage/logs/logs.component';
import { SettingsComponent } from './components/manage/settings/settings.component';
import { FormsModule, ReactiveFormsModule } from '@angular/forms';
import { DatePipe } from '@angular/common';
import { SafePipe } from './pipes/safe.pipe';
import { DatePipe, registerLocaleData } from '@angular/common';
import { NotFoundComponent } from './components/not-found/not-found.component';
import { CorrespondentListComponent } from './components/manage/correspondent-list/correspondent-list.component';
import { DeleteDialogComponent } from './components/common/delete-dialog/delete-dialog.component';
import { ConfirmDialogComponent } from './components/common/confirm-dialog/confirm-dialog.component';
import { CorrespondentEditDialogComponent } from './components/manage/correspondent-list/correspondent-edit-dialog/correspondent-edit-dialog.component';
import { TagEditDialogComponent } from './components/manage/tag-list/tag-edit-dialog/tag-edit-dialog.component';
import { DocumentTypeEditDialogComponent } from './components/manage/document-type-list/document-type-edit-dialog/document-type-edit-dialog.component';
@ -27,16 +26,19 @@ import { ResultHighlightComponent } from './components/search/result-highlight/r
import { PageHeaderComponent } from './components/common/page-header/page-header.component';
import { AppFrameComponent } from './components/app-frame/app-frame.component';
import { ToastsComponent } from './components/common/toasts/toasts.component';
import { FilterEditorComponent } from './components/filter-editor/filter-editor.component';
import { FilterEditorComponent } from './components/document-list/filter-editor/filter-editor.component';
import { FilterableDropdownComponent } from './components/common/filterable-dropdown/filterable-dropdown.component';
import { ToggleableDropdownButtonComponent } from './components/common/filterable-dropdown/toggleable-dropdown-button/toggleable-dropdown-button.component';
import { DateDropdownComponent } from './components/common/date-dropdown/date-dropdown.component';
import { DocumentCardLargeComponent } from './components/document-list/document-card-large/document-card-large.component';
import { DocumentCardSmallComponent } from './components/document-list/document-card-small/document-card-small.component';
import { BulkEditorComponent } from './components/document-list/bulk-editor/bulk-editor.component';
import { NgxFileDropModule } from 'ngx-file-drop';
import { TextComponent } from './components/common/input/text/text.component';
import { SelectComponent } from './components/common/input/select/select.component';
import { CheckComponent } from './components/common/input/check/check.component';
import { SaveViewConfigDialogComponent } from './components/document-list/save-view-config-dialog/save-view-config-dialog.component';
import { InfiniteScrollModule } from 'ngx-infinite-scroll';
import { DateTimeComponent } from './components/common/input/date-time/date-time.component';
import { TagsComponent } from './components/common/input/tags/tags.component';
import { SortableDirective } from './directives/sortable.directive';
import { CookieService } from 'ngx-cookie-service';
@ -45,6 +47,34 @@ import { SavedViewWidgetComponent } from './components/dashboard/widgets/saved-v
import { StatisticsWidgetComponent } from './components/dashboard/widgets/statistics-widget/statistics-widget.component';
import { UploadFileWidgetComponent } from './components/dashboard/widgets/upload-file-widget/upload-file-widget.component';
import { WidgetFrameComponent } from './components/dashboard/widgets/widget-frame/widget-frame.component';
import { PdfViewerModule } from 'ng2-pdf-viewer';
import { WelcomeWidgetComponent } from './components/dashboard/widgets/welcome-widget/welcome-widget.component';
import { YesNoPipe } from './pipes/yes-no.pipe';
import { FileSizePipe } from './pipes/file-size.pipe';
import { FilterPipe } from './pipes/filter.pipe';
import { DocumentTitlePipe } from './pipes/document-title.pipe';
import { MetadataCollapseComponent } from './components/document-detail/metadata-collapse/metadata-collapse.component';
import { SelectDialogComponent } from './components/common/select-dialog/select-dialog.component';
import { NgSelectModule } from '@ng-select/ng-select';
import { NumberComponent } from './components/common/input/number/number.component';
import { SafePipe } from './pipes/safe.pipe';
import { CustomDatePipe } from './pipes/custom-date.pipe';
import { DateComponent } from './components/common/input/date/date.component';
import { ISODateTimeAdapter } from './utils/ngb-iso-date-time-adapter';
import { LocalizedDateParserFormatter } from './utils/ngb-date-parser-formatter';
import { ApiVersionInterceptor } from './interceptors/api-version.interceptor';
import localeFr from '@angular/common/locales/fr';
import localeNl from '@angular/common/locales/nl';
import localeDe from '@angular/common/locales/de';
import localePt from '@angular/common/locales/pt-PT';
import localeEnGb from '@angular/common/locales/en-GB';
registerLocaleData(localeFr)
registerLocaleData(localeNl)
registerLocaleData(localeDe)
registerLocaleData(localePt, "pt-BR")
registerLocaleData(localeEnGb)
@NgModule({
declarations: [
@ -57,10 +87,9 @@ import { WidgetFrameComponent } from './components/dashboard/widgets/widget-fram
DocumentTypeListComponent,
LogsComponent,
SettingsComponent,
SafePipe,
NotFoundComponent,
CorrespondentEditDialogComponent,
DeleteDialogComponent,
ConfirmDialogComponent,
TagEditDialogComponent,
DocumentTypeEditDialogComponent,
TagComponent,
@ -70,19 +99,33 @@ import { WidgetFrameComponent } from './components/dashboard/widgets/widget-fram
AppFrameComponent,
ToastsComponent,
FilterEditorComponent,
FilterableDropdownComponent,
ToggleableDropdownButtonComponent,
DateDropdownComponent,
DocumentCardLargeComponent,
DocumentCardSmallComponent,
BulkEditorComponent,
TextComponent,
SelectComponent,
CheckComponent,
SaveViewConfigDialogComponent,
DateTimeComponent,
TagsComponent,
SortableDirective,
SavedViewWidgetComponent,
StatisticsWidgetComponent,
UploadFileWidgetComponent,
WidgetFrameComponent
WidgetFrameComponent,
WelcomeWidgetComponent,
YesNoPipe,
FileSizePipe,
FilterPipe,
DocumentTitlePipe,
MetadataCollapseComponent,
SelectDialogComponent,
NumberComponent,
SafePipe,
CustomDatePipe,
DateComponent
],
imports: [
BrowserModule,
@ -92,7 +135,9 @@ import { WidgetFrameComponent } from './components/dashboard/widgets/widget-fram
FormsModule,
ReactiveFormsModule,
NgxFileDropModule,
InfiniteScrollModule
InfiniteScrollModule,
PdfViewerModule,
NgSelectModule
],
providers: [
DatePipe,
@ -100,7 +145,15 @@ import { WidgetFrameComponent } from './components/dashboard/widgets/widget-fram
provide: HTTP_INTERCEPTORS,
useClass: CsrfInterceptor,
multi: true
}
},{
provide: HTTP_INTERCEPTORS,
useClass: ApiVersionInterceptor,
multi: true
},
FilterPipe,
DocumentTitlePipe,
{provide: NgbDateAdapter, useClass: ISODateTimeAdapter},
{provide: NgbDateParserFormatter, useClass: LocalizedDateParserFormatter}
],
bootstrap: [AppComponent]
})

139
src-ui/src/app/components/app-frame/app-frame.component.html
View File

@ -1,159 +1,186 @@
<nav class="navbar navbar-dark sticky-top bg-primary flex-md-nowrap p-0 shadow">
<span class="navbar-brand col-md-3 col-lg-2 mr-0 px-3" href="#">
<img src="assets/logo-dark-notext.svg" height="18px" class="mr-2">
Paperless-ng
</span>
<button class="navbar-toggler position-absolute d-md-none collapsed" type="button" data-toggle="collapse"
<button class="navbar-toggler d-md-none collapsed border-0" type="button" data-toggle="collapse"
data-target="#sidebarMenu" aria-controls="sidebarMenu" aria-expanded="false" aria-label="Toggle navigation"
(click)="isMenuCollapsed = !isMenuCollapsed">
<span class="navbar-toggler-icon"></span>
</button>
<form (ngSubmit)="search()" class="w-100 m-1">
<input class="form-control form-control-dark" type="text" placeholder="Search" aria-label="Search"
[formControl]="searchField" [ngbTypeahead]="searchAutoComplete" (selectItem)="itemSelected($event)">
<a class="navbar-brand col-auto col-md-3 col-lg-2 mr-0 px-3 py-3 order-sm-0" routerLink="/dashboard">
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 198.43 238.91" width="1rem" class="mr-2" fill="currentColor">
<path d="M194.7,0C164.22,70.94,17.64,79.74,64.55,194.06c.58,1.47-10.85,17-18.47,29.9-1.76-6.45-3.81-13.48-3.52-14.07,38.11-45.14-27.26-70.65-30.78-107.58C-4.64,131.62-10.5,182.92,39,212.53c.3,0,2.64,11.14,3.81,16.71a58.55,58.55,0,0,0-2.93,6.45c-1.17,2.93,7.62,2.64,7.62,3.22.88-.29,21.7-36.93,22.28-37.23C187.67,174.72,208.48,68.6,194.7,0ZM134.61,74.75C79.5,124,70.12,160.64,71.88,178.53,53.41,134.85,107.64,86.77,134.61,74.75ZM28.2,145.11c10.55,9.67,28.14,39.28,13.19,56.57C44.91,193.77,46.08,175.89,28.2,145.11Z" transform="translate(0 0)"/>
</svg>
<ng-container i18n="app title">Paperless-ng</ng-container>
</a>
<div class="search-form-container flex-grow-1 py-2 pb-3 pb-sm-2 px-3 pl-md-4 mr-sm-auto order-3 order-sm-1">
<form (ngSubmit)="search()" class="form-inline flex-grow-1">
<input class="form-control form-control-sm" type="text" placeholder="Search documents" aria-label="Search"
[formControl]="searchField" [ngbTypeahead]="searchAutoComplete" (selectItem)="itemSelected($event)" i18n-placeholder>
<svg width="1em" height="1em">
<use xlink:href="assets/bootstrap-icons.svg#search"/>
</svg>
</form>
</div>
<ul ngbNav class="order-sm-3">
<li ngbDropdown class="nav-item dropdown">
<button class="btn text-light" id="userDropdown" ngbDropdownToggle>
<span *ngIf="displayName" class="navbar-text small mr-2 text-light d-none d-sm-inline">
{{displayName}}
</span>
<svg width="1.3em" height="1.3em">
<use xlink:href="assets/bootstrap-icons.svg#person-circle"/>
</svg>
</button>
<div ngbDropdownMenu class="dropdown-menu-right shadow mr-2" aria-labelledby="userDropdown">
<div *ngIf="displayName" class="d-sm-none">
<p class="small mb-0 px-3" i18n>Logged in as {{displayName}}</p>
<div class="dropdown-divider"></div>
</div>
<a ngbDropdownItem class="nav-link" routerLink="settings" (click)="closeMenu()">
<svg class="sidebaricon mr-2" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#gear"/>
</svg><ng-container i18n>Settings</ng-container>
</a>
<a ngbDropdownItem class="nav-link" href="accounts/logout/">
<svg class="sidebaricon mr-2" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#door-open"/>
</svg><ng-container i18n>Logout</ng-container>
</a>
</div>
</li>
</ul>
</nav>
<div class="container-fluid">
<div class="row">
<nav id="sidebarMenu" class="col-md-3 col-lg-2 d-md-block bg-light sidebar collapse" [ngbCollapse]="isMenuCollapsed">
<div class="sidebar-sticky pt-3">
<div class="sidebar-sticky pt-3 d-flex flex-column justify-space-around">
<ul class="nav flex-column">
<li class="nav-item">
<a class="nav-link" routerLink="dashboard" routerLinkActive="active" (click)="closeMenu()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#house"/>
</svg>
Dashboard
</svg>&nbsp;<ng-container i18n>Dashboard</ng-container>
</a>
</li>
<li class="nav-item">
<a class="nav-link" routerLink="documents" routerLinkActive="active" [routerLinkActiveOptions]="{exact: true}" (click)="closeMenu()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#files"/>
</svg>
Documents
</svg>&nbsp;<ng-container i18n>Documents</ng-container>
</a>
</li>
</ul>
<h6 class="sidebar-heading d-flex justify-content-between align-items-center px-3 mt-4 mb-1 text-muted" *ngIf='viewConfigService.getSideBarConfigs().length > 0'>
<span>Saved views</span>
<h6 class="sidebar-heading px-3 mt-4 mb-1 text-muted" *ngIf='savedViewService.sidebarViews.length > 0'>
<ng-container i18n>Saved views</ng-container>
</h6>
<ul class="nav flex-column mb-2">
<li class="nav-item w-100" *ngFor='let config of viewConfigService.getSideBarConfigs()'>
<a class="nav-link text-truncate" routerLink="view/{{config.id}}" routerLinkActive="active" (click)="closeMenu()">
<li class="nav-item w-100" *ngFor="let view of savedViewService.sidebarViews">
<a class="nav-link text-truncate" routerLink="view/{{view.id}}" routerLinkActive="active" (click)="closeMenu()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#funnel"/>
</svg>
{{config.title}}
</svg>&nbsp;{{view.name}}
</a>
</li>
</ul>
<h6 class="sidebar-heading d-flex justify-content-between align-items-center px-3 mt-4 mb-1 text-muted" *ngIf='openDocuments.length > 0'>
<span>Open documents</span>
<h6 class="sidebar-heading px-3 mt-4 mb-1 text-muted" *ngIf='openDocuments.length > 0'>
<ng-container i18n>Open documents</ng-container>
</h6>
<ul class="nav flex-column mb-2">
<li class="nav-item w-100" *ngFor='let d of openDocuments'>
<a class="nav-link text-truncate" routerLink="documents/{{d.id}}" routerLinkActive="active" (click)="closeMenu()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#file-text"/>
</svg>
{{d.title}}
</svg>&nbsp;{{d.title | documentTitle}}
</a>
</li>
<li class="nav-item w-100" *ngIf="openDocuments.length > 1">
<a class="nav-link text-truncate" [routerLink]="" (click)="closeAll()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#x"/>
</svg>
Close all
</svg>&nbsp;<ng-container i18n>Close all</ng-container>
</a>
</li>
</ul>
<h6 class="sidebar-heading d-flex justify-content-between align-items-center px-3 mt-4 mb-1 text-muted">
<span>Manage</span>
<h6 class="sidebar-heading px-3 mt-4 mb-1 text-muted">
<ng-container i18n>Manage</ng-container>
</h6>
<ul class="nav flex-column mb-2">
<li class="nav-item">
<a class="nav-link" routerLink="correspondents" routerLinkActive="active" (click)="closeMenu()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#person"/>
</svg>
Correspondents
</svg>&nbsp;<ng-container i18n>Correspondents</ng-container>
</a>
</li>
<li class="nav-item">
<a class="nav-link" routerLink="tags" routerLinkActive="active" (click)="closeMenu()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#tags"/>
</svg>
Tags
</svg>&nbsp;<ng-container i18n>Tags</ng-container>
</a>
</li>
<li class="nav-item">
<a class="nav-link" routerLink="documenttypes" routerLinkActive="active" (click)="closeMenu()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#hash"/>
</svg>
Document types
</svg>&nbsp;<ng-container i18n>Document types</ng-container>
</a>
</li>
<li class="nav-item">
<a class="nav-link" routerLink="logs" routerLinkActive="active" (click)="closeMenu()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#text-left"/>
</svg>
Logs
</svg>&nbsp;<ng-container i18n>Logs</ng-container>
</a>
</li>
<li class="nav-item">
<a class="nav-link" routerLink="settings" routerLinkActive="active" (click)="closeMenu()">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#gear"/>
</svg>
Settings
</svg>&nbsp;<ng-container i18n>Settings</ng-container>
</a>
</li>
<li class="nav-item">
<a class="nav-link" href="admin/">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#toggles"/>
</svg>
Admin
</svg>&nbsp;<ng-container i18n>Admin</ng-container>
</a>
</li>
</ul>
<h6 class="sidebar-heading d-flex justify-content-between align-items-center px-3 mt-4 mb-1 text-muted">
<span>Misc</span>
<h6 class="sidebar-heading px-3 mt-auto pt-4 mb-1 text-muted">
<ng-container i18n>Info</ng-container>
</h6>
<ul class="nav flex-column mb-2">
<li class="nav-item">
<a class="nav-link" href="https://paperless-ng.readthedocs.io/en/latest/">
<a class="nav-link" target="_blank" rel="noopener noreferrer" href="https://paperless-ng.readthedocs.io/en/latest/">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#question-circle"/>
</svg>
Documentation
</svg>&nbsp;<ng-container i18n>Documentation</ng-container>
</a>
</li>
<li class="nav-item">
<a class="nav-link" href="https://github.com/jonaswinkler/paperless-ng">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#link"/>
</svg>
GitHub
<div class="d-flex w-100 flex-wrap">
<a class="nav-link pr-0 pb-0" target="_blank" rel="noopener noreferrer" href="https://github.com/jonaswinkler/paperless-ng">
<svg xmlns="http://www.w3.org/2000/svg" fill="currentColor" class="sidebaricon bi bi-github" viewBox="0 0 16 16">
<path d="M8 0C3.58 0 0 3.58 0 8c0 3.54 2.29 6.53 5.47 7.59.4.07.55-.17.55-.38 0-.19-.01-.82-.01-1.49-2.01.37-2.53-.49-2.69-.94-.09-.23-.48-.94-.82-1.13-.28-.15-.68-.52-.01-.53.63-.01 1.08.58 1.23.82.72 1.21 1.87.87 2.33.66.07-.52.28-.87.51-1.07-1.78-.2-3.64-.89-3.64-3.95 0-.87.31-1.59.82-2.15-.08-.2-.36-1.02.08-2.12 0 0 .67-.21 2.2.82.64-.18 1.32-.27 2-.27.68 0 1.36.09 2 .27 1.53-1.04 2.2-.82 2.2-.82.44 1.1.16 1.92.08 2.12.51.56.82 1.27.82 2.15 0 3.07-1.87 3.75-3.65 3.95.29.25.54.73.54 1.48 0 1.07-.01 1.93-.01 2.2 0 .21.15.46.55.38A8.012 8.012 0 0 0 16 8c0-4.42-3.58-8-8-8z"/>
</svg>&nbsp;<ng-container i18n>GitHub</ng-container>
</a>
<a class="nav-link-additional small text-muted ml-3" target="_blank" rel="noopener noreferrer" href="https://github.com/jonaswinkler/paperless-ng/discussions/categories/feature-requests" title="Suggest an idea">
<svg xmlns="http://www.w3.org/2000/svg" width=".9rem" height=".9rem" fill="currentColor" class="bi bi-lightbulb pr-1" viewBox="0 0 16 16">
<path d="M2 6a6 6 0 1 1 10.174 4.31c-.203.196-.359.4-.453.619l-.762 1.769A.5.5 0 0 1 10.5 13a.5.5 0 0 1 0 1 .5.5 0 0 1 0 1l-.224.447a1 1 0 0 1-.894.553H6.618a1 1 0 0 1-.894-.553L5.5 15a.5.5 0 0 1 0-1 .5.5 0 0 1 0-1 .5.5 0 0 1-.46-.302l-.761-1.77a1.964 1.964 0 0 0-.453-.618A5.984 5.984 0 0 1 2 6zm6-5a5 5 0 0 0-3.479 8.592c.263.254.514.564.676.941L5.83 12h4.342l.632-1.467c.162-.377.413-.687.676-.941A5 5 0 0 0 8 1z"/>
</svg>
<ng-container i18n>Suggest an idea</ng-container>
</a>
</div>
</li>
<li class="nav-item">
<a class="nav-link" href="accounts/logout/">
<svg class="sidebaricon" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#door-open"/>
</svg>
Logout
</a>
<li class="nav-item mt-2">
<div class="px-3 py-2 text-muted small">
{{versionString}}
</div>
</li>
</ul>
</div>

110
src-ui/src/app/components/app-frame/app-frame.component.scss
View File

@ -1,36 +1,31 @@
@import "/src/theme";
/*
/*
* Sidebar
*/
.sidebar {
.sidebar {
position: fixed;
top: 0;
bottom: 0;
left: 0;
z-index: 100; /* Behind the navbar */
padding: 48px 0 0; /* Height of navbar */
padding: 50px 0 0; /* Height of navbar */
box-shadow: inset -1px 0 0 rgba(0, 0, 0, .1);
}
@media (max-width: 767.98px) {
.sidebar {
top: 3rem;
top: 3.5rem;
}
}
.sidebar-sticky {
position: relative;
top: 0;
/* height: calc(100vh - 48px); */
height: 100%;
padding-top: .5rem;
padding-top: 0.5rem;
overflow-x: hidden;
overflow-y: auto; /* Scrollable contents if viewport is shorter than content. */
min-height: min-content;
}
@supports ((position: -webkit-sticky) or (position: sticky)) {
.sidebar-sticky {
position: -webkit-sticky;
@ -53,36 +48,99 @@
font-weight: bold;
}
.sidebar .nav-link:hover .sidebaricon,
.sidebar .nav-link.active .sidebaricon {
.sidebar .nav-link.active .sidebaricon,
.sidebar .nav-link:hover .sidebaricon {
color: inherit;
}
.sidebar-heading {
font-size: .75rem;
font-size: 0.75rem;
text-transform: uppercase;
}
.nav {
flex-wrap: nowrap;
}
.nav-item .nav-link-additional {
margin-top: 0.2rem;
margin-left: 0.25rem;
padding-top: 0.5rem;
svg {
margin-bottom: 2px;
}
}
/*
* Navbar
*/
.navbar-brand {
padding-top: .75rem;
padding-bottom: .75rem;
.navbar-brand {
padding-top: 0.75rem;
padding-bottom: 0.75rem;
font-size: 1rem;
background-color: rgba(0, 0, 0, .25);
box-shadow: inset -1px 0 0 rgba(0, 0, 0, .25);
}
.navbar .navbar-toggler {
top: .25rem;
right: 1rem;
.dropdown.show .dropdown-toggle,
.dropdown-toggle:hover {
opacity: 0.7;
}
.navbar .form-control {
padding: .75rem 1rem;
border-width: 0;
border-radius: 0;
.dropdown-toggle::after {
margin-left: 0.4em;
vertical-align: 0.155em;
}
.navbar .dropdown-menu {
font-size: 0.875rem; // body size
a svg {
opacity: 0.6;
}
}
.navbar .search-form-container {
max-width: 550px;
form {
position: relative;
}
svg {
position: absolute;
left: 0.6rem;
color: rgba(255, 255, 255, 0.6);
}
&:focus-within {
svg {
display: none;
}
.form-control::placeholder {
color: rgba(255, 255, 255, 0);
}
}
.form-control {
color: rgba(255, 255, 255, 0.3);
background-color: rgba(0, 0, 0, 0.15);
padding-left: 1.8rem;
border-color: rgba(255, 255, 255, 0.2);
transition: all .3s ease, padding-left 0s ease, background-color 0s ease; // Safari requires all
max-width: 600px;
min-width: 300px; // 1/2 max
&::placeholder {
color: rgba(255, 255, 255, 0.4);
}
&:focus {
background-color: #fff;
color: #212529;
flex-grow: 1;
padding-left: 0.5rem;
}
}
}

25
src-ui/src/app/components/app-frame/app-frame.component.ts
View File

@ -5,9 +5,11 @@ import { from, Observable, Subscription } from 'rxjs';
import { debounceTime, distinctUntilChanged, map, switchMap } from 'rxjs/operators';
import { PaperlessDocument } from 'src/app/data/paperless-document';
import { OpenDocumentsService } from 'src/app/services/open-documents.service';
import { SavedViewService } from 'src/app/services/rest/saved-view.service';
import { SearchService } from 'src/app/services/rest/search.service';
import { SavedViewConfigService } from 'src/app/services/saved-view-config.service';
import { environment } from 'src/environments/environment';
import { DocumentDetailComponent } from '../document-detail/document-detail.component';
import { Meta } from '@angular/platform-browser';
@Component({
selector: 'app-app-frame',
@ -21,10 +23,14 @@ export class AppFrameComponent implements OnInit, OnDestroy {
private activatedRoute: ActivatedRoute,
private openDocumentsService: OpenDocumentsService,
private searchService: SearchService,
public viewConfigService: SavedViewConfigService
public savedViewService: SavedViewService,
private meta: Meta
) {
}
versionString = `${environment.appTitle} ${environment.version}`
isMenuCollapsed: boolean = true
closeMenu() {
@ -90,7 +96,22 @@ export class AppFrameComponent implements OnInit, OnDestroy {
}
ngOnDestroy() {
if (this.openDocumentsSubscription) {
this.openDocumentsSubscription.unsubscribe()
}
}
get displayName() {
// TODO: taken from dashboard component, is this the best way to pass around username?
let tagFullName = this.meta.getTag('name=full_name')
let tagUsername = this.meta.getTag('name=username')
if (tagFullName && tagFullName.content) {
return tagFullName.content
} else if (tagUsername && tagUsername.content) {
return tagUsername.content
} else {
return null
}
}
}

17
src-ui/src/app/components/common/confirm-dialog/confirm-dialog.component.html Normal file
View File

@ -0,0 +1,17 @@
<div class="modal-header">
<h4 class="modal-title" id="modal-basic-title">{{title}}</h4>
<button type="button" class="close" aria-label="Close" (click)="cancelClicked()">
<span aria-hidden="true">&times;</span>
</button>
</div>
<div class="modal-body">
<p *ngIf="messageBold"><b>{{messageBold}}</b></p>
<p *ngIf="message">{{message}}</p>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-outline-dark" (click)="cancelClicked()" [disabled]="!buttonsEnabled" i18n>Cancel</button>
<button type="button" class="btn" [class]="btnClass" (click)="confirmClicked.emit()" [disabled]="!confirmButtonEnabled || !buttonsEnabled">
{{btnCaption}}
<span *ngIf="!confirmButtonEnabled"> ({{seconds}})</span>
</button>
</div>

0
src-ui/src/app/components/common/input/date-time/date-time.component.scss → src-ui/src/app/components/common/confirm-dialog/confirm-dialog.component.scss
View File

25
src-ui/src/app/components/common/confirm-dialog/confirm-dialog.component.spec.ts Normal file
View File

@ -0,0 +1,25 @@
import { ComponentFixture, TestBed } from '@angular/core/testing';
import { ConfirmDialogComponent } from './confirm-dialog.component';
describe('ConfirmDialogComponent', () => {
let component: ConfirmDialogComponent;
let fixture: ComponentFixture<ConfirmDialogComponent>;
beforeEach(async () => {
await TestBed.configureTestingModule({
declarations: [ ConfirmDialogComponent ]
})
.compileComponents();
});
beforeEach(() => {
fixture = TestBed.createComponent(ConfirmDialogComponent);
component = fixture.componentInstance;
fixture.detectChanges();
});
it('should create', () => {
expect(component).toBeTruthy();
});
});

55
src-ui/src/app/components/common/confirm-dialog/confirm-dialog.component.ts Normal file
View File

@ -0,0 +1,55 @@
import { Component, EventEmitter, Input, OnInit, Output } from '@angular/core';
import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap';
@Component({
selector: 'app-confirm-dialog',
templateUrl: './confirm-dialog.component.html',
styleUrls: ['./confirm-dialog.component.scss']
})
export class ConfirmDialogComponent implements OnInit {
constructor(public activeModal: NgbActiveModal) { }
@Output()
public confirmClicked = new EventEmitter()
@Input()
title = $localize`Confirmation`
@Input()
messageBold
@Input()
message
@Input()
btnClass = "btn-primary"
@Input()
btnCaption = $localize`Confirm`
@Input()
buttonsEnabled = true
confirmButtonEnabled = true
seconds = 0
delayConfirm(seconds: number) {
this.confirmButtonEnabled = false
this.seconds = seconds
setTimeout(() => {
if (this.seconds <= 1) {
this.confirmButtonEnabled = true
} else {
this.delayConfirm(seconds - 1)
}
}, 1000)
}
ngOnInit(): void {
}
cancelClicked() {
this.activeModal.close()
}
}

62
src-ui/src/app/components/common/date-dropdown/date-dropdown.component.html Normal file
View File

@ -0,0 +1,62 @@
<div class="btn-group w-100" ngbDropdown role="group">
<button class="btn btn-sm" id="dropdown{{title}}" ngbDropdownToggle [ngClass]="dateBefore || dateAfter ? 'btn-primary' : 'btn-outline-primary'">
{{title}}
</button>
<div class="dropdown-menu date-dropdown shadow pt-0" ngbDropdownMenu attr.aria-labelledby="dropdown{{title}}">
<div class="list-group list-group-flush">
<button *ngFor="let qf of quickFilters" class="list-group-item small list-goup list-group-item-action d-flex p-2 pl-3" role="menuitem" (click)="setDateQuickFilter(qf.id)">
{{qf.name}}
</button>
<div class="list-group-item d-flex flex-column align-items-start" role="menuitem">
<div class="mb-2 d-flex flex-row w-100 justify-content-between small">
<div i18n>After</div>
<a *ngIf="dateAfter" class="btn btn-link p-0 m-0" (click)="clearAfter()">
<svg width="0.8em" height="0.8em" viewBox="0 0 16 16" class="bi bi-x" fill="currentColor" xmlns="http://www.w3.org/2000/svg">
<path fill-rule="evenodd" d="M4.646 4.646a.5.5 0 0 1 .708 0L8 7.293l2.646-2.647a.5.5 0 0 1 .708.708L8.707 8l2.647 2.646a.5.5 0 0 1-.708.708L8 8.707l-2.646 2.647a.5.5 0 0 1-.708-.708L7.293 8 4.646 5.354a.5.5 0 0 1 0-.708z" />
</svg>
<small i18n>Clear</small>
</a>
</div>
<div class="input-group input-group-sm">
<input class="form-control" [placeholder]="datePlaceHolder" id="dateAfter" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()"
[(ngModel)]="dateAfter" ngbDatepicker #dateAfterPicker="ngbDatepicker">
<div class="input-group-append">
<button class="btn btn-outline-secondary" (click)="dateAfterPicker.toggle()" type="button">
<svg xmlns="http://www.w3.org/2000/svg" width="13" height="13" fill="currentColor" class="bi bi-calendar" viewBox="0 0 16 16">
<path d="M3.5 0a.5.5 0 0 1 .5.5V1h8V.5a.5.5 0 0 1 1 0V1h1a2 2 0 0 1 2 2v11a2 2 0 0 1-2 2H2a2 2 0 0 1-2-2V3a2 2 0 0 1 2-2h1V.5a.5.5 0 0 1 .5-.5zM1 4v10a1 1 0 0 0 1 1h12a1 1 0 0 0 1-1V4H1z"/>
</svg>
</button>
</div>
</div>
</div>
<div class="list-group-item d-flex flex-column align-items-start" role="menuitem">
<div class="mb-2 d-flex flex-row w-100 justify-content-between small">
<div i18n>Before</div>
<a *ngIf="dateBefore" class="btn btn-link p-0 m-0" (click)="clearBefore()">
<svg width="0.8em" height="0.8em" viewBox="0 0 16 16" class="bi bi-x" fill="currentColor" xmlns="http://www.w3.org/2000/svg">
<path fill-rule="evenodd" d="M4.646 4.646a.5.5 0 0 1 .708 0L8 7.293l2.646-2.647a.5.5 0 0 1 .708.708L8.707 8l2.647 2.646a.5.5 0 0 1-.708.708L8 8.707l-2.646 2.647a.5.5 0 0 1-.708-.708L7.293 8 4.646 5.354a.5.5 0 0 1 0-.708z" />
</svg>
<small i18n>Clear</small>
</a>
</div>
<div class="input-group input-group-sm">
<input class="form-control" [placeholder]="datePlaceHolder" id="dateBefore" (dateSelect)="onChangeDebounce()" (change)="onChangeDebounce()"
[(ngModel)]="dateBefore" ngbDatepicker #dateBeforePicker="ngbDatepicker">
<div class="input-group-append">
<button class="btn btn-outline-secondary" (click)="dateBeforePicker.toggle()" type="button">
<svg xmlns="http://www.w3.org/2000/svg" width="13" height="13" fill="currentColor" class="bi bi-calendar" viewBox="0 0 16 16">
<path d="M3.5 0a.5.5 0 0 1 .5.5V1h8V.5a.5.5 0 0 1 1 0V1h1a2 2 0 0 1 2 2v11a2 2 0 0 1-2 2H2a2 2 0 0 1-2-2V3a2 2 0 0 1 2-2h1V.5a.5.5 0 0 1 .5-.5zM1 4v10a1 1 0 0 0 1 1h12a1 1 0 0 0 1-1V4H1z"/>
</svg>
</button>
</div>
</div>
</div>
</div>
</div>
</div>

7
src-ui/src/app/components/common/date-dropdown/date-dropdown.component.scss Normal file
View File

@ -0,0 +1,7 @@
.date-dropdown {
min-width: 250px;
.btn-link {
line-height: 1;
}
}

12
src-ui/src/app/components/common/delete-dialog/delete-dialog.component.spec.ts → src-ui/src/app/components/common/date-dropdown/date-dropdown.component.spec.ts
View File

@ -1,20 +1,20 @@
import { ComponentFixture, TestBed } from '@angular/core/testing';
import { DeleteDialogComponent } from './delete-dialog.component';
import { DateDropdownComponent } from './date-dropdown.component';
describe('DeleteDialogComponent', () => {
let component: DeleteDialogComponent;
let fixture: ComponentFixture<DeleteDialogComponent>;
describe('DateDropdownComponent', () => {
let component: DateDropdownComponent;
let fixture: ComponentFixture<DateDropdownComponent>;
beforeEach(async () => {
await TestBed.configureTestingModule({
declarations: [ DeleteDialogComponent ]
declarations: [ DateDropdownComponent ]
})
.compileComponents();
});
beforeEach(() => {
fixture = TestBed.createComponent(DeleteDialogComponent);
fixture = TestBed.createComponent(DateDropdownComponent);
component = fixture.componentInstance;
fixture.detectChanges();
});

123
src-ui/src/app/components/common/date-dropdown/date-dropdown.component.ts Normal file
View File

@ -0,0 +1,123 @@
import { formatDate } from '@angular/common';
import { Component, EventEmitter, Input, Output, OnInit, OnDestroy } from '@angular/core';
import { NgbDateAdapter } from '@ng-bootstrap/ng-bootstrap';
import { Subject, Subscription } from 'rxjs';
import { debounceTime } from 'rxjs/operators';
import { SettingsService } from 'src/app/services/settings.service';
import { ISODateAdapter } from 'src/app/utils/ngb-iso-date-adapter';
export interface DateSelection {
before?: string
after?: string
}
const LAST_7_DAYS = 0
const LAST_MONTH = 1
const LAST_3_MONTHS = 2
const LAST_YEAR = 3
@Component({
selector: 'app-date-dropdown',
templateUrl: './date-dropdown.component.html',
styleUrls: ['./date-dropdown.component.scss'],
providers: [
{provide: NgbDateAdapter, useClass: ISODateAdapter},
]
})
export class DateDropdownComponent implements OnInit, OnDestroy {
constructor(settings: SettingsService) {
this.datePlaceHolder = settings.getLocalizedDateInputFormat()
}
quickFilters = [
{id: LAST_7_DAYS, name: $localize`Last 7 days`},
{id: LAST_MONTH, name: $localize`Last month`},
{id: LAST_3_MONTHS, name: $localize`Last 3 months`},
{id: LAST_YEAR, name: $localize`Last year`}
]
datePlaceHolder: string
@Input()
dateBefore: string
@Output()
dateBeforeChange = new EventEmitter<string>()
@Input()
dateAfter: string
@Output()
dateAfterChange = new EventEmitter<string>()
@Input()
title: string
@Output()
datesSet = new EventEmitter<DateSelection>()
private datesSetDebounce$ = new Subject()
private sub: Subscription
ngOnInit() {
this.sub = this.datesSetDebounce$.pipe(
debounceTime(400)
).subscribe(() => {
this.onChange()
})
}
ngOnDestroy() {
if (this.sub) {
this.sub.unsubscribe()
}
}
setDateQuickFilter(qf: number) {
this.dateBefore = null
let date = new Date()
switch (qf) {
case LAST_7_DAYS:
date.setDate(date.getDate() - 7)
break;
case LAST_MONTH:
date.setMonth(date.getMonth() - 1)
break;
case LAST_3_MONTHS:
date.setMonth(date.getMonth() - 3)
break
case LAST_YEAR:
date.setFullYear(date.getFullYear() - 1)
break
}
this.dateAfter = formatDate(date, 'yyyy-MM-dd', "en-us", "UTC")
this.onChange()
}
onChange() {
this.dateAfterChange.emit(this.dateAfter)
this.dateBeforeChange.emit(this.dateBefore)
this.datesSet.emit({after: this.dateAfter, before: this.dateBefore})
}
onChangeDebounce() {
this.datesSetDebounce$.next({after: this.dateAfter, before: this.dateBefore})
}
clearBefore() {
this.dateBefore = null
this.onChange()
}
clearAfter() {
this.dateAfter = null
this.onChange()
}
}

14
src-ui/src/app/components/common/delete-dialog/delete-dialog.component.html
View File

@ -1,14 +0,0 @@
<div class="modal-header">
<h4 class="modal-title" id="modal-basic-title">{{title}}</h4>
<button type="button" class="close" aria-label="Close" (click)="cancelClicked()">
<span aria-hidden="true">&times;</span>
</button>
</div>
<div class="modal-body">
<p><b>{{message}}</b></p>
<p *ngIf="message2">{{message2}}</p>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-outline-dark" (click)="cancelClicked()">Cancel</button>
<button type="button" class="btn btn-danger" (click)="deleteClicked.emit()">Delete</button>
</div>

31
src-ui/src/app/components/common/delete-dialog/delete-dialog.component.ts
View File

@ -1,31 +0,0 @@
import { Component, EventEmitter, Input, OnInit, Output } from '@angular/core';
import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap';
@Component({
selector: 'app-delete-dialog',
templateUrl: './delete-dialog.component.html',
styleUrls: ['./delete-dialog.component.scss']
})
export class DeleteDialogComponent implements OnInit {
constructor(public activeModal: NgbActiveModal) { }
@Output()
public deleteClicked = new EventEmitter()
@Input()
title = "Delete confirmation"
@Input()
message = "Do you really want to delete this?"
@Input()
message2
ngOnInit(): void {
}
cancelClicked() {
this.activeModal.close()
}
}

43
src-ui/src/app/components/common/edit-dialog/edit-dialog.component.ts
View File

@ -2,10 +2,11 @@ import { Directive, EventEmitter, Input, OnInit, Output } from '@angular/core';
import { FormGroup } from '@angular/forms';
import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap';
import { Observable } from 'rxjs';
import { MATCHING_ALGORITHMS } from 'src/app/data/matching-model';
import { map } from 'rxjs/operators';
import { MATCHING_ALGORITHMS, MATCH_AUTO } from 'src/app/data/matching-model';
import { ObjectWithId } from 'src/app/data/object-with-id';
import { AbstractPaperlessService } from 'src/app/services/rest/abstract-paperless-service';
import { Toast, ToastService } from 'src/app/services/toast.service';
import { ToastService } from 'src/app/services/toast.service';
@Directive()
export abstract class EditDialogComponent<T extends ObjectWithId> implements OnInit {
@ -13,8 +14,7 @@ export abstract class EditDialogComponent<T extends ObjectWithId> implements OnI
constructor(
private service: AbstractPaperlessService<T>,
private activeModal: NgbActiveModal,
private toastService: ToastService,
private entityName: string) { }
private toastService: ToastService) { }
@Input()
dialogMode: string = 'create'
@ -25,6 +25,12 @@ export abstract class EditDialogComponent<T extends ObjectWithId> implements OnI
@Output()
success = new EventEmitter()
networkActive = false
closeEnabled = false
error = null
abstract getForm(): FormGroup
objectForm: FormGroup = this.getForm()
@ -33,14 +39,31 @@ export abstract class EditDialogComponent<T extends ObjectWithId> implements OnI
if (this.object != null) {
this.objectForm.patchValue(this.object)
}
// wait to enable close button so it doesnt steal focus from input since its the first clickable element in the DOM
setTimeout(() => {
this.closeEnabled = true
});
}
getCreateTitle() {
return $localize`Create new item`
}
getEditTitle() {
return $localize`Edit item`
}
getSaveErrorMessage(error: string) {
return $localize`Could not save element: ${error}`
}
getTitle() {
switch (this.dialogMode) {
case 'create':
return "Create new " + this.entityName
return this.getCreateTitle()
case 'edit':
return "Edit " + this.entityName
return this.getEditTitle()
default:
break;
}
@ -50,6 +73,10 @@ export abstract class EditDialogComponent<T extends ObjectWithId> implements OnI
return MATCHING_ALGORITHMS
}
get patternRequired(): boolean {
return this.objectForm?.value.matching_algorithm !== MATCH_AUTO
}
save() {
var newObject = Object.assign(Object.assign({}, this.object), this.objectForm.value)
var serverResponse: Observable<T>
@ -62,11 +89,13 @@ export abstract class EditDialogComponent<T extends ObjectWithId> implements OnI
default:
break;
}
this.networkActive = true
serverResponse.subscribe(result => {
this.activeModal.close()
this.success.emit(result)
}, error => {
this.toastService.showToast(Toast.makeError(`Could not save ${this.entityName}: ${error.error.name}`))
this.error = error.error
this.networkActive = false
})
}

33
src-ui/src/app/components/common/filterable-dropdown/filterable-dropdown.component.html Normal file
View File

@ -0,0 +1,33 @@
<div class="btn-group w-100" ngbDropdown role="group" (openChange)="dropdownOpenChange($event)" #dropdown="ngbDropdown">
<button class="btn btn-sm" id="dropdown{{title}}" ngbDropdownToggle [ngClass]="!editing && selectionModel.selectionSize() > 0 ? 'btn-primary' : 'btn-outline-primary'">
<svg class="toolbaricon" fill="currentColor">
<use attr.xlink:href="assets/bootstrap-icons.svg#{{icon}}" />
</svg>
<div class="d-none d-sm-inline">&nbsp;{{title}}</div>
<ng-container *ngIf="!editing && selectionModel.selectionSize() > 0">
<div class="badge bg-secondary text-light rounded-pill badge-corner">
{{selectionModel.selectionSize()}}
</div>
</ng-container>
</button>
<div class="dropdown-menu py-0 shadow" ngbDropdownMenu attr.aria-labelledby="dropdown{{title}}">
<div class="list-group list-group-flush">
<div class="list-group-item">
<div class="input-group input-group-sm">
<input class="form-control" type="text" [(ngModel)]="filterText" [placeholder]="filterPlaceholder" (keyup.enter)="listFilterEnter()" #listFilterTextInput>
</div>
</div>
<div *ngIf="selectionModel.items" class="items">
<ng-container *ngFor="let item of selectionModel.itemsSorted | filter: filterText">
<app-toggleable-dropdown-button *ngIf="allowSelectNone || item.id" [item]="item" [state]="selectionModel.get(item.id)" (toggle)="selectionModel.toggle(item.id)"></app-toggleable-dropdown-button>
</ng-container>
</div>
<button *ngIf="editing" class="list-group-item list-group-item-action bg-light" (click)="applyClicked()" [disabled]="!selectionModel.isDirty()">
<small class="ml-1" [ngClass]="{'font-weight-bold': selectionModel.isDirty()}" i18n>Apply</small>
<svg width="1.5em" height="1em" viewBox="0 0 16 16" fill="currentColor">
<use xlink:href="assets/bootstrap-icons.svg#arrow-right" />
</svg>
</button>
</div>
</div>
</div>

14
src-ui/src/app/components/common/filterable-dropdown/filterable-dropdown.component.scss Normal file
View File

@ -0,0 +1,14 @@
.badge-corner {
position: absolute;
top: -8px;
right: -8px;
}
.dropdown-menu {
min-width: 250px;
.items {
max-height: 400px;
overflow-y: scroll;
}
}

25
src-ui/src/app/components/common/filterable-dropdown/filterable-dropdown.component.spec.ts Normal file
View File

@ -0,0 +1,25 @@
import { ComponentFixture, TestBed } from '@angular/core/testing';
import { FilterableDropodownComponent } from './filterable-dropdown.component';
describe('FilterableDropodownComponent', () => {
let component: FilterableDropodownComponent;
let fixture: ComponentFixture<FilterableDropodownComponent>;
beforeEach(async () => {
await TestBed.configureTestingModule({
declarations: [ FilterableDropodownComponent ]
})
.compileComponents();
});
beforeEach(() => {
fixture = TestBed.createComponent(FilterableDropodownComponent);
component = fixture.componentInstance;
fixture.detectChanges();
});
it('should create', () => {
expect(component).toBeTruthy();
});
});

272
src-ui/src/app/components/common/filterable-dropdown/filterable-dropdown.component.ts Normal file
View File

@ -0,0 +1,272 @@
import { Component, EventEmitter, Input, Output, ElementRef, ViewChild } from '@angular/core';
import { FilterPipe } from 'src/app/pipes/filter.pipe';
import { NgbDropdown } from '@ng-bootstrap/ng-bootstrap'
import { ToggleableItemState } from './toggleable-dropdown-button/toggleable-dropdown-button.component';
import { MatchingModel } from 'src/app/data/matching-model';
import { Subject } from 'rxjs';
export interface ChangedItems {
itemsToAdd: MatchingModel[],
itemsToRemove: MatchingModel[]
}
export class FilterableDropdownSelectionModel {
changed = new Subject<FilterableDropdownSelectionModel>()
multiple = false
items: MatchingModel[] = []
get itemsSorted(): MatchingModel[] {
// TODO: this is getting called very often
return this.items.sort((a,b) => {
if (a.id == null && b.id != null) {
return -1
} else if (a.id != null && b.id == null) {
return 1
} else if (this.getNonTemporary(a.id) == ToggleableItemState.NotSelected && this.getNonTemporary(b.id) != ToggleableItemState.NotSelected) {
return 1
} else if (this.getNonTemporary(a.id) != ToggleableItemState.NotSelected && this.getNonTemporary(b.id) == ToggleableItemState.NotSelected) {
return -1
} else {
return a.name.localeCompare(b.name)
}
})
}
private selectionStates = new Map<number, ToggleableItemState>()
private temporarySelectionStates = new Map<number, ToggleableItemState>()
getSelectedItems() {
return this.items.filter(i => this.temporarySelectionStates.get(i.id) == ToggleableItemState.Selected)
}
set(id: number, state: ToggleableItemState, fireEvent = true) {
if (state == ToggleableItemState.NotSelected) {
this.temporarySelectionStates.delete(id)
} else {
this.temporarySelectionStates.set(id, state)
}
if (fireEvent) {
this.changed.next(this)
}
}
toggle(id: number, fireEvent = true) {
let state = this.temporarySelectionStates.get(id)
if (state == null || state != ToggleableItemState.Selected) {
this.temporarySelectionStates.set(id, ToggleableItemState.Selected)
} else if (state == ToggleableItemState.Selected) {
this.temporarySelectionStates.delete(id)
}
if (!this.multiple) {
for (let key of this.temporarySelectionStates.keys()) {
if (key != id) {
this.temporarySelectionStates.delete(key)
}
}
}
if (!id) {
for (let key of this.temporarySelectionStates.keys()) {
if (key) {
this.temporarySelectionStates.delete(key)
}
}
} else {
this.temporarySelectionStates.delete(null)
}
if (fireEvent) {
this.changed.next(this)
}
}
private getNonTemporary(id: number) {
return this.selectionStates.get(id) || ToggleableItemState.NotSelected
}
get(id: number) {
return this.temporarySelectionStates.get(id) || ToggleableItemState.NotSelected
}
selectionSize() {
return this.getSelectedItems().length
}
clear(fireEvent = true) {
this.temporarySelectionStates.clear()
if (fireEvent) {
this.changed.next(this)
}
}
isDirty() {
if (!Array.from(this.temporarySelectionStates.keys()).every(id => this.temporarySelectionStates.get(id) == this.selectionStates.get(id))) {
return true
} else if (!Array.from(this.selectionStates.keys()).every(id => this.selectionStates.get(id) == this.temporarySelectionStates.get(id))) {
return true
} else {
return false
}
}
isNoneSelected() {
return this.selectionSize() == 1 && this.get(null) == ToggleableItemState.Selected
}
init(map) {
this.temporarySelectionStates = map
this.apply()
}
apply() {
this.selectionStates.clear()
this.temporarySelectionStates.forEach((value, key) => {
this.selectionStates.set(key, value)
})
}
reset() {
this.temporarySelectionStates.clear()
this.selectionStates.forEach((value, key) => {
this.temporarySelectionStates.set(key, value)
})
}
diff(): ChangedItems {
return {
itemsToAdd: this.items.filter(item => this.temporarySelectionStates.get(item.id) == ToggleableItemState.Selected && this.selectionStates.get(item.id) != ToggleableItemState.Selected),
itemsToRemove: this.items.filter(item => !this.temporarySelectionStates.has(item.id) && this.selectionStates.has(item.id)),
}
}
}
@Component({
selector: 'app-filterable-dropdown',
templateUrl: './filterable-dropdown.component.html',
styleUrls: ['./filterable-dropdown.component.scss']
})
export class FilterableDropdownComponent {
@ViewChild('listFilterTextInput') listFilterTextInput: ElementRef
@ViewChild('dropdown') dropdown: NgbDropdown
filterText: string
@Input()
set items(items: MatchingModel[]) {
if (items) {
this._selectionModel.items = Array.from(items)
this._selectionModel.items.unshift({
name: $localize`:Filter drop down element to filter for documents with no correspondent/type/tag assigned:Not assigned`,
id: null
})
}
}
get items(): MatchingModel[] {
return this._selectionModel.items
}
_selectionModel = new FilterableDropdownSelectionModel()
@Input()
set selectionModel(model: FilterableDropdownSelectionModel) {
if (this.selectionModel) {
this.selectionModel.changed.complete()
model.items = this.selectionModel.items
model.multiple = this.selectionModel.multiple
}
model.changed.subscribe(updatedModel => {
this.selectionModelChange.next(updatedModel)
})
this._selectionModel = model
}
get selectionModel(): FilterableDropdownSelectionModel {
return this._selectionModel
}
@Output()
selectionModelChange = new EventEmitter<FilterableDropdownSelectionModel>()
@Input()
set multiple(value: boolean) {
this.selectionModel.multiple = value
}
get multiple() {
return this.selectionModel.multiple
}
@Input()
title: string
@Input()
filterPlaceholder: string = ""
@Input()
icon: string
@Input()
allowSelectNone: boolean = false
@Input()
editing = false
@Input()
applyOnClose = false
@Output()
apply = new EventEmitter<ChangedItems>()
@Output()
open = new EventEmitter()
constructor(private filterPipe: FilterPipe) {
this.selectionModel = new FilterableDropdownSelectionModel()
}
applyClicked() {
if (this.selectionModel.isDirty()) {
this.dropdown.close()
if (!this.applyOnClose) {
this.apply.emit(this.selectionModel.diff())
}
}
}
dropdownOpenChange(open: boolean): void {
if (open) {
setTimeout(() => {
this.listFilterTextInput.nativeElement.focus();
}, 0)
if (this.editing) {
this.selectionModel.reset()
}
this.open.next()
} else {
this.filterText = ''
if (this.applyOnClose && this.selectionModel.isDirty()) {
this.apply.emit(this.selectionModel.diff())
}
}
}
listFilterEnter(): void {
let filtered = this.filterPipe.transform(this.items, this.filterText)
if (filtered.length == 1) {
this.selectionModel.toggle(filtered[0].id)
if (this.editing) {
this.applyClicked()
} else {
this.dropdown.close()
}
}
}
}

20
src-ui/src/app/components/common/filterable-dropdown/toggleable-dropdown-button/toggleable-dropdown-button.component.html Normal file
View File

@ -0,0 +1,20 @@
<button class="list-group-item list-group-item-action d-flex align-items-center p-2 border-top-0 border-left-0 border-right-0 border-bottom" role="menuitem" (click)="toggleItem()">
<div class="selected-icon mr-1">
<ng-container *ngIf="isChecked()">
<svg xmlns="http://www.w3.org/2000/svg" width="1em" height="1em" fill="currentColor" class="bi bi-check" viewBox="0 0 16 16">
<path d="M10.97 4.97a.75.75 0 0 1 1.07 1.05l-3.99 4.99a.75.75 0 0 1-1.08.02L4.324 8.384a.75.75 0 1 1 1.06-1.06l2.094 2.093 3.473-4.425a.267.267 0 0 1 .02-.022z"/>
</svg>
</ng-container>
<ng-container *ngIf="isPartiallyChecked()">
<svg xmlns="http://www.w3.org/2000/svg" width="1em" height="1em" fill="currentColor" class="bi bi-dash" viewBox="0 0 16 16">
<path d="M4 8a.5.5 0 0 1 .5-.5h7a.5.5 0 0 1 0 1h-7A.5.5 0 0 1 4 8z"/>
</svg>
</ng-container>
</div>
<div class="mr-1">
<app-tag *ngIf="isTag; else displayName" [tag]="item" [clickable]="true" linkTitle="Filter by tag"></app-tag>
<ng-template #displayName><small>{{item.name}}</small></ng-template>
</div>
<div class="badge badge-light rounded-pill ml-auto mr-1">{{item.document_count}}</div>
</button>

4
src-ui/src/app/components/common/filterable-dropdown/toggleable-dropdown-button/toggleable-dropdown-button.component.scss Normal file
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@ -0,0 +1,4 @@
.selected-icon {
min-width: 1em;
min-height: 1em;
}

25
src-ui/src/app/components/common/filterable-dropdown/toggleable-dropdown-button/toggleable-dropdown-button.component.spec.ts Normal file
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@ -0,0 +1,25 @@
import { ComponentFixture, TestBed } from '@angular/core/testing';
import { ToggleableDropdownButtonComponent } from './toggleable-dropdown-button.component';
describe('ToggleableDropdownButtonComponent', () => {
let component: ToggleableDropdownButtonComponent;
let fixture: ComponentFixture<ToggleableDropdownButtonComponent>;
beforeEach(async () => {
await TestBed.configureTestingModule({
declarations: [ ToggleableDropdownButtonComponent ]
})
.compileComponents();
});
beforeEach(() => {
fixture = TestBed.createComponent(ToggleableDropdownButtonComponent);
component = fixture.componentInstance;
fixture.detectChanges();
});
it('should create', () => {
expect(component).toBeTruthy();
});
});

51
src-ui/src/app/components/common/filterable-dropdown/toggleable-dropdown-button/toggleable-dropdown-button.component.ts Normal file
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@ -0,0 +1,51 @@
import { Component, EventEmitter, Input, Output, OnInit } from '@angular/core';
import { MatchingModel } from 'src/app/data/matching-model';
export interface ToggleableItem {
item: MatchingModel,
state: ToggleableItemState,
count: number
}
export enum ToggleableItemState {
NotSelected = 0,
Selected = 1,
PartiallySelected = 2
}
@Component({
selector: 'app-toggleable-dropdown-button',
templateUrl: './toggleable-dropdown-button.component.html',
styleUrls: ['./toggleable-dropdown-button.component.scss']
})
export class ToggleableDropdownButtonComponent {
@Input()
item: MatchingModel
@Input()
state: ToggleableItemState
@Input()
count: number
@Output()
toggle = new EventEmitter()
get isTag(): boolean {
return 'is_inbox_tag' in this.item
}
toggleItem(): void {
this.toggle.emit()
}
isChecked() {
return this.state == ToggleableItemState.Selected
}
isPartiallyChecked() {
return this.state == ToggleableItemState.PartiallySelected
}
}

16
src-ui/src/app/components/common/input/abstract-input.ts
View File

@ -1,10 +1,13 @@
import { Component, Directive, forwardRef, Input, OnInit } from '@angular/core';
import { ControlValueAccessor, NG_VALUE_ACCESSOR } from '@angular/forms';
import { Directive, ElementRef, Input, OnInit, ViewChild } from '@angular/core';
import { ControlValueAccessor } from '@angular/forms';
import { v4 as uuidv4 } from 'uuid';
@Directive()
export class AbstractInputComponent<T> implements OnInit, ControlValueAccessor {
@ViewChild("inputField")
inputField: ElementRef
constructor() { }
onChange = (newValue: T) => {};
@ -24,12 +27,21 @@ export class AbstractInputComponent<T> implements OnInit, ControlValueAccessor {
this.disabled = isDisabled;
}
focus() {
if (this.inputField && this.inputField.nativeElement) {
this.inputField.nativeElement.focus()
}
}
@Input()
title: string
@Input()
disabled = false;
@Input()
error: string
value: T
ngOnInit(): void {

14
src-ui/src/app/components/common/input/date-time/date-time.component.html
View File

@ -1,14 +0,0 @@
<div class="form-row">
<div class="form-group col">
<label for="created_date">{{titleDate}}</label>
<input type="date" class="form-control" id="created_date" [(ngModel)]="dateValue" (change)="dateOrTimeChanged()">
</div>
<div class="form-group col">
<label for="created_time">{{titleTime}}</label>
<input type="time" class="form-control" id="created_time" [(ngModel)]="timeValue" (change)="dateOrTimeChanged()">
</div>
</div>
<!-- <small *ngIf="hint" class="form-text text-muted">{{hint}}</small> -->

62
src-ui/src/app/components/common/input/date-time/date-time.component.ts
View File

@ -1,62 +0,0 @@
import { formatDate } from '@angular/common';
import { Component, forwardRef, Input, OnInit } from '@angular/core';
import { ControlValueAccessor, NG_VALUE_ACCESSOR } from '@angular/forms';
import { AbstractInputComponent } from '../abstract-input';
@Component({
providers: [{
provide: NG_VALUE_ACCESSOR,
useExisting: forwardRef(() => DateTimeComponent),
multi: true
}],
selector: 'app-input-date-time',
templateUrl: './date-time.component.html',
styleUrls: ['./date-time.component.scss']
})
export class DateTimeComponent implements OnInit,ControlValueAccessor {
constructor() {
}
onChange = (newValue: any) => {};
onTouched = () => {};
writeValue(newValue: any): void {
this.dateValue = formatDate(newValue, 'yyyy-MM-dd', "en-US")
this.timeValue = formatDate(newValue, 'HH:mm:ss', 'en-US')
}
registerOnChange(fn: any): void {
this.onChange = fn;
}
registerOnTouched(fn: any): void {
this.onTouched = fn;
}
setDisabledState?(isDisabled: boolean): void {
this.disabled = isDisabled;
}
@Input()
titleDate: string = "Date"
@Input()
titleTime: string = "Time"
@Input()
disabled: boolean = false
@Input()
hint: string
timeValue
dateValue
ngOnInit(): void {
}
dateOrTimeChanged() {
this.onChange(formatDate(this.dateValue + "T" + this.timeValue,"yyyy-MM-ddTHH:mm:ssZZZZZ", "en-us", "UTC"))
}
}

15
src-ui/src/app/components/common/input/date/date.component.html Normal file
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@ -0,0 +1,15 @@
<div class="form-group">
<label [for]="inputId">{{title}}</label>
<div class="input-group">
<input [class.is-invalid]="error" class="form-control" [placeholder]="placeholder" [id]="inputId" (dateSelect)="onChange(value)" (change)="onChange(value)"
name="dp" [(ngModel)]="value" ngbDatepicker #datePicker="ngbDatepicker" #datePickerContent="ngModel">
<div class="input-group-append">
<button class="btn btn-outline-secondary calendar" (click)="datePicker.toggle()" type="button">
<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="currentColor" class="bi bi-calendar" viewBox="0 0 16 16">
<path d="M3.5 0a.5.5 0 0 1 .5.5V1h8V.5a.5.5 0 0 1 1 0V1h1a2 2 0 0 1 2 2v11a2 2 0 0 1-2 2H2a2 2 0 0 1-2-2V3a2 2 0 0 1 2-2h1V.5a.5.5 0 0 1 .5-.5zM1 4v10a1 1 0 0 0 1 1h12a1 1 0 0 0 1-1V4H1z"/>
</svg>
</button>
</div>
<div class="invalid-feedback" *ngIf="error" i18n>Invalid date.</div>
</div>
</div>

0
src-ui/src/app/components/filter-editor/filter-editor.component.scss → src-ui/src/app/components/common/input/date/date.component.scss
View File

12
src-ui/src/app/components/common/input/date-time/date-time.component.spec.ts → src-ui/src/app/components/common/input/date/date.component.spec.ts
View File

@ -1,20 +1,20 @@
import { ComponentFixture, TestBed } from '@angular/core/testing';
import { DateTimeComponent } from './date-time.component';
import { DateComponent } from './date.component';
describe('DateTimeComponent', () => {
let component: DateTimeComponent;
let fixture: ComponentFixture<DateTimeComponent>;
describe('DateComponent', () => {
let component: DateComponent;
let fixture: ComponentFixture<DateComponent>;
beforeEach(async () => {
await TestBed.configureTestingModule({
declarations: [ DateTimeComponent ]
declarations: [ DateComponent ]
})
.compileComponents();
});
beforeEach(() => {
fixture = TestBed.createComponent(DateTimeComponent);
fixture = TestBed.createComponent(DateComponent);
component = fixture.componentInstance;
fixture.detectChanges();
});

32
src-ui/src/app/components/common/input/date/date.component.ts Normal file
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@ -0,0 +1,32 @@
import { Component, forwardRef, Input, OnInit, ViewChild } from '@angular/core';
import { ControlValueAccessor, NG_VALUE_ACCESSOR } from '@angular/forms';
import { NgbDateAdapter, NgbDateParserFormatter, NgbDatepickerContent } from '@ng-bootstrap/ng-bootstrap';
import { SettingsService } from 'src/app/services/settings.service';
import { v4 as uuidv4 } from 'uuid';
import { AbstractInputComponent } from '../abstract-input';
@Component({
providers: [{
provide: NG_VALUE_ACCESSOR,
useExisting: forwardRef(() => DateComponent),
multi: true
}],
selector: 'app-input-date',
templateUrl: './date.component.html',
styleUrls: ['./date.component.scss']
})
export class DateComponent extends AbstractInputComponent<string> implements OnInit {
constructor(private settings: SettingsService) {
super()
}
ngOnInit(): void {
super.ngOnInit()
this.placeholder = this.settings.getLocalizedDateInputFormat()
}
placeholder: string
}

14
src-ui/src/app/components/common/input/number/number.component.html Normal file
View File

@ -0,0 +1,14 @@
<div class="form-group">
<label [for]="inputId">{{title}}</label>
<div class="input-group" [class.is-invalid]="error">
<input type="number" class="form-control" [id]="inputId" [(ngModel)]="value" (change)="onChange(value)" [class.is-invalid]="error">
<div class="input-group-append">
<button class="btn btn-outline-secondary" type="button" id="button-addon1" (click)="nextAsn()" [disabled]="value">+1</button>
</div>
</div>
<div class="invalid-feedback">
{{error}}
</div>
<small *ngIf="hint" class="form-text text-muted">{{hint}}</small>
</div>

0
src-ui/src/app/components/common/input/number/number.component.scss Normal file
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