Add tree node admin, refactor to share logic

src/documents/admin.py

@@ -1,6 +1,7 @@
 from django.conf import settings
 from django.contrib import admin
 from guardian.admin import GuardedModelAdmin
+from treenode.admin import TreeNodeModelAdmin
 
 from documents.models import Correspondent
 from documents.models import CustomField
@@ -14,6 +15,7 @@ from documents.models import SavedViewFilterRule
 from documents.models import ShareLink
 from documents.models import StoragePath
 from documents.models import Tag
+from documents.tasks import update_document_parent_tags
 
 if settings.AUDIT_LOG_ENABLED:
     from auditlog.admin import LogEntryAdmin
@@ -26,12 +28,25 @@ class CorrespondentAdmin(GuardedModelAdmin):
     list_editable = ("match", "matching_algorithm")
 
 
-class TagAdmin(GuardedModelAdmin):
+class TagAdmin(GuardedModelAdmin, TreeNodeModelAdmin):
     list_display = ("name", "color", "match", "matching_algorithm")
     list_filter = ("matching_algorithm",)
     list_editable = ("color", "match", "matching_algorithm")
     search_fields = ("color", "name")
 
+    def save_model(self, request, obj, form, change):
+        old_parent = None
+        if change and obj.pk:
+            tag = Tag.objects.get(pk=obj.pk)
+            old_parent = tag.get_parent() if tag else None
+
+        super().save_model(request, obj, form, change)
+
+        # sync parent tags on documents if changed
+        new_parent = obj.get_parent()
+        if old_parent != new_parent:
+            update_document_parent_tags(obj, new_parent)
+
 
 class DocumentTypeAdmin(GuardedModelAdmin):
     list_display = ("name", "match", "matching_algorithm")

src/documents/tasks.py

@@ -515,3 +515,44 @@ def check_scheduled_workflows():
                             workflow_to_run=workflow,
                             document=document,
                         )
+
+
+def update_document_parent_tags(tag: Tag, new_parent: Tag | None) -> None:
+    """
+    When a tag's parent changes, ensure all documents containing the tag also have
+    the parent tag (and its ancestors) applied.
+    """
+    if new_parent is None:
+        return
+
+    DocumentTagRelationship = Document.tags.through
+
+    doc_ids: list[int] = list(
+        Document.objects.filter(tags=tag).values_list("pk", flat=True),
+    )
+
+    if not doc_ids:
+        return
+
+    parents_to_add = [new_parent, *new_parent.get_ancestors()]
+
+    to_create: list = []
+    affected: set[int] = set()
+
+    for parent in parents_to_add:
+        missing_qs = Document.objects.filter(id__in=doc_ids).exclude(tags=parent)
+        missing_ids = list(missing_qs.values_list("pk", flat=True))
+        to_create.extend(
+            DocumentTagRelationship(document_id=doc_id, tag_id=parent.id)
+            for doc_id in missing_ids
+        )
+        affected.update(missing_ids)
+
+    if to_create:
+        DocumentTagRelationship.objects.bulk_create(
+            to_create,
+            ignore_conflicts=True,
+        )
+
+    if affected:
+        bulk_update_documents.delay(document_ids=list(affected))

src/documents/tests/test_admin.py

@@ -1,4 +1,5 @@
 import types
+from unittest.mock import patch
 
 from django.contrib.admin.sites import AdminSite
 from django.contrib.auth.models import User
@@ -7,7 +8,9 @@ from django.utils import timezone
 
 from documents import index
 from documents.admin import DocumentAdmin
+from documents.admin import TagAdmin
 from documents.models import Document
+from documents.models import Tag
 from documents.tests.utils import DirectoriesMixin
 from paperless.admin import PaperlessUserAdmin
 
@@ -70,6 +73,24 @@ class TestDocumentAdmin(DirectoriesMixin, TestCase):
         self.assertEqual(self.doc_admin.created_(doc), "2020-04-12")
 
 
+class TestTagAdmin(DirectoriesMixin, TestCase):
+    def setUp(self) -> None:
+        super().setUp()
+        self.tag_admin = TagAdmin(model=Tag, admin_site=AdminSite())
+
+    @patch("documents.tasks.bulk_update_documents")
+    def test_parent_tags_get_added(self, mock_bulk_update):
+        document = Document.objects.create(title="test")
+        parent = Tag.objects.create(name="parent")
+        child = Tag.objects.create(name="child")
+        document.tags.add(child)
+
+        child.tn_parent = parent
+        self.tag_admin.save_model(None, child, None, change=True)
+        document.refresh_from_db()
+        self.assertIn(parent, document.tags.all())
+
+
 class TestPaperlessAdmin(DirectoriesMixin, TestCase):
     def setUp(self) -> None:
         super().setUp()

src/documents/views.py

@@ -169,6 +169,7 @@ from documents.tasks import empty_trash
 from documents.tasks import index_optimize
 from documents.tasks import sanity_check
 from documents.tasks import train_classifier
+from documents.tasks import update_document_parent_tags
 from documents.templating.filepath import validate_filepath_template_and_render
 from documents.utils import get_boolean
 from paperless import version
@@ -346,33 +347,7 @@ class TagViewSet(ModelViewSet, PermissionsAwareDocumentCountMixin):
         tag = serializer.save()
         new_parent = tag.get_parent()
         if old_parent != new_parent:
-            self._update_document_parent_tags(tag, old_parent, new_parent)
-
-    def _update_document_parent_tags(self, tag, old_parent, new_parent):
-        DocumentTagRelationship = Document.tags.through
-        doc_ids = list(Document.objects.filter(tags=tag).values_list("pk", flat=True))
-        affected = set()
-
-        if new_parent:
-            parents_to_add = [new_parent, *new_parent.get_ancestors()]
-            to_create = []
-            for parent in parents_to_add:
-                missing = Document.objects.filter(id__in=doc_ids).exclude(tags=parent)
-                to_create.extend(
-                    DocumentTagRelationship(document_id=doc_id, tag_id=parent.id)
-                    for doc_id in missing.values_list("pk", flat=True)
-                )
-                affected.update(missing.values_list("pk", flat=True))
-            if to_create:
-                DocumentTagRelationship.objects.bulk_create(
-                    to_create,
-                    ignore_conflicts=True,
-                )
-
-        if affected:
-            from documents.tasks import bulk_update_documents
-
-            bulk_update_documents.delay(document_ids=list(affected))
+            update_document_parent_tags(tag, new_parent)
 
 
 @extend_schema_view(**generate_object_with_permissions_schema(DocumentTypeSerializer))