Merge branch 'dev' into fix-11679

.codecov.yml

@@ -1,6 +1,7 @@
+# https://docs.codecov.com/docs/codecovyml-reference#codecov
 codecov:
   require_ci_to_pass: true
-  # https://docs.codecov.com/docs/components
+# https://docs.codecov.com/docs/components
 component_management:
   individual_components:
     - component_id: backend
@@ -9,35 +10,70 @@ component_management:
     - component_id: frontend
       paths:
         - src-ui/**
+# https://docs.codecov.com/docs/flags#step-2-flag-management-in-yaml
+# https://docs.codecov.com/docs/carryforward-flags
 flags:
-  backend:
+  # Backend Python versions
+  backend-python-3.10:
     paths:
       - src/**
     carryforward: true
-  frontend:
+  backend-python-3.11:
+    paths:
+      - src/**
+    carryforward: true
+  backend-python-3.12:
+    paths:
+      - src/**
+    carryforward: true
+  # Frontend (shards merge into single flag)
+  frontend-node-24.x:
     paths:
       - src-ui/**
     carryforward: true
-# https://docs.codecov.com/docs/pull-request-comments
 comment:
   layout: "header, diff, components, flags, files"
-  # https://docs.codecov.com/docs/javascript-bundle-analysis
   require_bundle_changes: true
   bundle_change_threshold: "50Kb"
 coverage:
+  # https://docs.codecov.com/docs/commit-status
   status:
     project:
-      default:
+      backend:
+        flags:
+          - backend-python-3.10
+          - backend-python-3.11
+          - backend-python-3.12
+        paths:
+          - src/**
         # https://docs.codecov.com/docs/commit-status#threshold
         threshold: 1%
+        removed_code_behavior: adjust_base
+      frontend:
+        flags:
+          - frontend-node-24.x
+        paths:
+          - src-ui/**
+        threshold: 1%
+        removed_code_behavior: adjust_base
     patch:
-      default:
+      backend:
-        # For the changed lines only, target 100% covered, but
+        flags:
-        # allow as low as 75%
+          - backend-python-3.10
+          - backend-python-3.11
+          - backend-python-3.12
+        paths:
+          - src/**
+        target: 100%
+        threshold: 25%
+      frontend:
+        flags:
+          - frontend-node-24.x
+        paths:
+          - src-ui/**
         target: 100%
         threshold: 25%
 # https://docs.codecov.com/docs/javascript-bundle-analysis
 bundle_analysis:
-  # Fail if the bundle size increases by more than 1MB
   warning_threshold: "1MB"
   status: true

.devcontainer/README.md

@@ -89,6 +89,18 @@ Additional tasks are available for common maintenance operations:
 - **Migrate Database**: To apply database migrations.
 - **Create Superuser**: To create an admin user for the application.
 
+## Committing from the Host Machine
+
+The DevContainer automatically installs pre-commit hooks during setup. However, these hooks are configured for use inside the container.
+
+If you want to commit changes from your host machine (outside the DevContainer), you need to set up pre-commit on your host. This installs it as a standalone tool.
+
+```bash
+uv tool install pre-commit && pre-commit install
+```
+
+After this, you can commit either from inside the DevContainer or from your host machine.
+
 ## Let's Get Started!
 
 Follow the steps above to get your development environment up and running. Happy coding!

.devcontainer/devcontainer.json

@@ -3,6 +3,10 @@
     "dockerComposeFile": "docker-compose.devcontainer.sqlite-tika.yml",
     "service": "paperless-development",
     "workspaceFolder": "/usr/src/paperless/paperless-ngx",
+    "forwardPorts": [4200, 8000],
+    "containerEnv": {
+        "UV_CACHE_DIR": "/usr/src/paperless/paperless-ngx/.uv-cache"
+    },
     "postCreateCommand": "/bin/bash -c 'rm -rf .venv/.* && uv sync --group dev && uv run pre-commit install'",
     "customizations": {
         "vscode": {
@@ -11,7 +15,8 @@
                 "ms-python.python",
                 "ms-vscode.js-debug-nightly",
                 "eamodio.gitlens",
-            "yzhang.markdown-all-in-one"
+                "yzhang.markdown-all-in-one",
+                "pnpm.pnpm"
             ],
             "settings": {
                 "python.defaultInterpreterPath": "/usr/src/paperless/paperless-ngx/.venv/bin/python",
@@ -25,4 +30,4 @@
         }
     },
     "remoteUser": "paperless"
-    }
+}

.devcontainer/vscode/tasks.json

@@ -33,7 +33,7 @@
 			"label": "Start: Frontend Angular",
 			"description": "Start the Frontend Angular Dev Server",
 			"type": "shell",
-			"command": "pnpm start",
+			"command": "pnpm exec ng serve --host 0.0.0.0",
 			"isBackground": true,
 			"options": {
 				"cwd": "${workspaceFolder}/src-ui"
@@ -174,12 +174,22 @@
 		{
 			"label": "Maintenance: Install Frontend Dependencies",
 			"description": "Install frontend (pnpm) dependencies",
-			"type": "pnpm",
+			"type": "shell",
-			"script": "install",
+			"command": "pnpm install",
-			"path": "src-ui",
 			"group": "clean",
 			"problemMatcher": [],
-			"detail": "install dependencies from package"
+			"options": {
+				"cwd": "${workspaceFolder}/src-ui"
+			},
+			"presentation": {
+				"echo": true,
+				"reveal": "always",
+				"focus": true,
+				"panel": "shared",
+				"showReuseMessage": false,
+				"clear": true,
+				"revealProblems": "onProblem"
+			}
 		},
 		{
 			"description": "Clean install frontend dependencies and build the frontend for production",

.github/release-drafter.yml

@@ -44,6 +44,7 @@ include-labels:
   - 'notable'
 exclude-labels:
   - 'skip-changelog'
+filter-by-commitish: true
 category-template: '### $TITLE'
 change-template: '- $TITLE @$AUTHOR ([#$NUMBER]($URL))'
 change-title-escapes: '\<*_&#@'

.github/workflows/ci-backend.yml

@@ -75,9 +75,6 @@ jobs:
         env:
           NLTK_DATA: ${{ env.NLTK_DATA }}
           PAPERLESS_CI_TEST: 1
-          PAPERLESS_MAIL_TEST_HOST: ${{ secrets.TEST_MAIL_HOST }}
-          PAPERLESS_MAIL_TEST_USER: ${{ secrets.TEST_MAIL_USER }}
-          PAPERLESS_MAIL_TEST_PASSWD: ${{ secrets.TEST_MAIL_PASSWD }}
         run: |
           uv run \
             --python ${{ steps.setup-python.outputs.python-version }} \
@@ -88,13 +85,13 @@ jobs:
         if: always()
         uses: codecov/codecov-action@v5
         with:
-          flags: backend,backend-python-${{ matrix.python-version }}
+          flags: backend-python-${{ matrix.python-version }}
           files: junit.xml
           report_type: test_results
       - name: Upload coverage to Codecov
         uses: codecov/codecov-action@v5
         with:
-          flags: backend,backend-python-${{ matrix.python-version }}
+          flags: backend-python-${{ matrix.python-version }}
           files: coverage.xml
           report_type: coverage
       - name: Stop containers

.github/workflows/ci-docker.yml

@@ -35,7 +35,7 @@ jobs:
       contents: read
       packages: write
     outputs:
-      can-push: ${{ steps.check-push.outputs.can-push }}
+      should-push: ${{ steps.check-push.outputs.should-push }}
       push-external: ${{ steps.check-push.outputs.push-external }}
       repository: ${{ steps.repo.outputs.name }}
       ref-name: ${{ steps.ref.outputs.name }}
@@ -46,29 +46,42 @@ jobs:
         id: ref
         run: |
           ref_name="${GITHUB_HEAD_REF:-$GITHUB_REF_NAME}"
-          # Sanitize by replacing / with - for cache keys
+          # Sanitize by replacing / with - for use in tags and cache keys
-          cache_ref="${ref_name//\//-}"
+          sanitized_ref="${ref_name//\//-}"
 
           echo "ref_name=${ref_name}"
-          echo "cache_ref=${cache_ref}"
+          echo "sanitized_ref=${sanitized_ref}"
 
-          echo "name=${ref_name}" >> $GITHUB_OUTPUT
+          echo "name=${sanitized_ref}" >> $GITHUB_OUTPUT
-          echo "cache-ref=${cache_ref}" >> $GITHUB_OUTPUT
       - name: Check push permissions
         id: check-push
         env:
           REF_NAME: ${{ steps.ref.outputs.name }}
         run: |
-          # can-push: Can we push to GHCR?
+          # should-push: Should we push to GHCR?
-          # True for: pushes, or PRs from the same repo (not forks)
+          # True for:
-          can_push=${{ github.event_name == 'push' || github.event.pull_request.head.repo.full_name == github.repository }}
+          #   1. Pushes (tags/dev/beta) - filtered via the workflow triggers
-          echo "can-push=${can_push}"
+          #   2. Manual dispatch - always push to GHCR
-          echo "can-push=${can_push}" >> $GITHUB_OUTPUT
+          #   3. Internal PRs where the branch name starts with 'feature-' or 'fix-'
+
+          should_push="false"
+          if [[ "${{ github.event_name }}" == "push" ]]; then
+            should_push="true"
+          elif [[ "${{ github.event_name }}" == "workflow_dispatch" ]]; then
+            should_push="true"
+          elif [[ "${{ github.event_name }}" == "pull_request" && "${{ github.event.pull_request.head.repo.full_name }}" == "${{ github.repository }}" ]]; then
+            if [[ "${REF_NAME}" == feature-* || "${REF_NAME}" == fix-* ]]; then
+              should_push="true"
+            fi
+          fi
+
+          echo "should-push=${should_push}"
+          echo "should-push=${should_push}" >> $GITHUB_OUTPUT
 
           # push-external: Should we also push to Docker Hub and Quay.io?
           # Only for main repo on dev/beta branches or version tags
           push_external="false"
-          if [[ "${can_push}" == "true" && "${{ github.repository_owner }}" == "paperless-ngx" ]]; then
+          if [[ "${should_push}" == "true" && "${{ github.repository_owner }}" == "paperless-ngx" ]]; then
             case "${REF_NAME}" in
               dev|beta)
                 push_external="true"
@@ -98,6 +111,12 @@ jobs:
           registry: ${{ env.REGISTRY }}
           username: ${{ github.actor }}
           password: ${{ secrets.GITHUB_TOKEN }}
+      - name: Maximize space
+        run: |
+          sudo rm -rf /usr/share/dotnet
+          sudo rm -rf /opt/ghc
+          sudo rm -rf /usr/local/share/boost
+          sudo rm -rf "$AGENT_TOOLSDIRECTORY"
       - name: Docker metadata
         id: docker-meta
         uses: docker/metadata-action@v5.10.0
@@ -119,20 +138,20 @@ jobs:
           labels: ${{ steps.docker-meta.outputs.labels }}
           build-args: |
             PNGX_TAG_VERSION=${{ steps.docker-meta.outputs.version }}
-          outputs: type=image,name=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }},push-by-digest=true,name-canonical=true,push=${{ steps.check-push.outputs.can-push }}
+          outputs: type=image,name=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }},push-by-digest=true,name-canonical=true,push=${{ steps.check-push.outputs.should-push }}
           cache-from: |
-            type=registry,ref=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}/cache/app:${{ steps.ref.outputs.cache-ref }}-${{ matrix.arch }}
+            type=registry,ref=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}/cache/app:${{ steps.ref.outputs.name }}-${{ matrix.arch }}
             type=registry,ref=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}/cache/app:dev-${{ matrix.arch }}
-          cache-to: ${{ steps.check-push.outputs.can-push == 'true' && format('type=registry,mode=max,ref={0}/{1}/cache/app:{2}-{3}', env.REGISTRY, steps.repo.outputs.name, steps.ref.outputs.cache-ref, matrix.arch) || '' }}
+          cache-to: ${{ steps.check-push.outputs.should-push == 'true' && format('type=registry,mode=max,ref={0}/{1}/cache/app:{2}-{3}', env.REGISTRY, steps.repo.outputs.name, steps.ref.outputs.name, matrix.arch) || '' }}
       - name: Export digest
-        if: steps.check-push.outputs.can-push == 'true'
+        if: steps.check-push.outputs.should-push == 'true'
         run: |
           mkdir -p /tmp/digests
           digest="${{ steps.build.outputs.digest }}"
           echo "digest=${digest}"
           touch "/tmp/digests/${digest#sha256:}"
       - name: Upload digest
-        if: steps.check-push.outputs.can-push == 'true'
+        if: steps.check-push.outputs.should-push == 'true'
         uses: actions/upload-artifact@v6.0.0
         with:
           name: digests-${{ matrix.arch }}
@@ -143,7 +162,7 @@ jobs:
     name: Merge and Push Manifest
     runs-on: ubuntu-24.04
     needs: build-arch
-    if: needs.build-arch.outputs.can-push == 'true'
+    if: needs.build-arch.outputs.should-push == 'true'
     permissions:
       contents: read
       packages: write

.github/workflows/ci-frontend.yml

@@ -109,13 +109,13 @@ jobs:
         if: always()
         uses: codecov/codecov-action@v5
         with:
-          flags: frontend,frontend-node-${{ matrix.node-version }}
+          flags: frontend-node-${{ matrix.node-version }}
           directory: src-ui/
           report_type: test_results
       - name: Upload coverage to Codecov
         uses: codecov/codecov-action@v5
         with:
-          flags: frontend,frontend-node-${{ matrix.node-version }}
+          flags: frontend-node-${{ matrix.node-version }}
           directory: src-ui/coverage/
   e2e-tests:
     name: "E2E Tests (${{ matrix.shard-index }}/${{ matrix.shard-count }})"

.gitignore

@@ -40,6 +40,7 @@ htmlcov/
 .coverage
 .coverage.*
 .cache
+.uv-cache
 nosetests.xml
 coverage.xml
 *,cover

.pre-commit-config.yaml

@@ -37,7 +37,7 @@ repos:
           - json
   # See https://github.com/prettier/prettier/issues/15742 for the fork reason
   - repo: https://github.com/rbubley/mirrors-prettier
-    rev: 'v3.6.2'
+    rev: 'v3.8.1'
     hooks:
       - id: prettier
         types_or:
@@ -49,7 +49,7 @@ repos:
           - 'prettier-plugin-organize-imports@4.1.0'
   # Python hooks
   - repo: https://github.com/astral-sh/ruff-pre-commit
-    rev: v0.14.5
+    rev: v0.14.14
     hooks:
       - id: ruff-check
       - id: ruff-format
@@ -76,7 +76,7 @@ repos:
     hooks:
       - id: shellcheck
   - repo: https://github.com/google/yamlfmt
-    rev: v0.20.0
+    rev: v0.21.0
     hooks:
       - id: yamlfmt
         exclude: "^src-ui/pnpm-lock.yaml"

Dockerfile

@@ -30,7 +30,7 @@ RUN set -eux \
 # Purpose: Installs s6-overlay and rootfs
 # Comments:
 #  - Don't leave anything extra in here either
-FROM ghcr.io/astral-sh/uv:0.9.15-python3.12-trixie-slim AS s6-overlay-base
+FROM ghcr.io/astral-sh/uv:0.9.26-python3.12-trixie-slim AS s6-overlay-base
 
 WORKDIR /usr/src/s6
 
@@ -196,7 +196,11 @@ RUN set -eux \
     && apt-get install --yes --quiet --no-install-recommends ${BUILD_PACKAGES} \
   && echo "Installing Python requirements" \
     && uv export --quiet --no-dev --all-extras --format requirements-txt --output-file requirements.txt \
-    && uv pip install --no-cache --system --no-python-downloads --python-preference system --requirements requirements.txt \
+    && uv pip install --no-cache --system --no-python-downloads --python-preference system \
+      --index https://pypi.org/simple \
+      --index https://download.pytorch.org/whl/cpu \
+      --index-strategy unsafe-best-match \
+      --requirements requirements.txt \
   && echo "Installing NLTK data" \
     && python3 -W ignore::RuntimeWarning -m nltk.downloader -d "/usr/share/nltk_data" snowball_data \
     && python3 -W ignore::RuntimeWarning -m nltk.downloader -d "/usr/share/nltk_data" stopwords \

docker/compose/docker-compose.ci-test.yml

@@ -23,3 +23,24 @@ services:
     container_name: tika
     network_mode: host
     restart: unless-stopped
+  greenmail:
+    image: greenmail/standalone:2.1.8
+    hostname: greenmail
+    container_name: greenmail
+    environment:
+      # Enable only IMAP for now (SMTP available via 3025 if needed later)
+      GREENMAIL_OPTS: >-
+        -Dgreenmail.setup.test.imap -Dgreenmail.users=test@localhost:test -Dgreenmail.users.login=test@localhost -Dgreenmail.verbose
+    ports:
+      - "3143:3143" # IMAP
+    restart: unless-stopped
+  nginx:
+    image: docker.io/nginx:1.29-alpine
+    hostname: nginx
+    container_name: nginx
+    ports:
+      - "8080:8080"
+    restart: unless-stopped
+    volumes:
+      - ../../docs/assets:/usr/share/nginx/html/assets:ro
+      - ./test-nginx.conf:/etc/nginx/conf.d/default.conf:ro

docker/compose/test-nginx.conf

@@ -0,0 +1,14 @@
+server {
+    listen 8080;
+    server_name localhost;
+
+    root /usr/share/nginx/html;
+
+    # Enable CORS for test requests
+    add_header 'Access-Control-Allow-Origin' '*' always;
+    add_header 'Access-Control-Allow-Methods' 'GET, HEAD, OPTIONS' always;
+
+    location / {
+        try_files $uri $uri/ =404;
+    }
+}

docker/install_management_commands.sh

@@ -4,13 +4,13 @@
 
 set -eu
 
-for command in decrypt_documents \
+for command in document_archiver \
-	document_archiver \
 	document_exporter \
 	document_importer \
 	mail_fetcher \
 	document_create_classifier \
 	document_index \
+	document_llmindex \
 	document_renamer \
 	document_retagger \
 	document_thumbnails \

docker/management_script.sh

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py management_command "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 	python3 manage.py management_command "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py management_command "$@"
 fi

docker/rootfs/usr/local/bin/convert_mariadb_uuid

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py convert_mariadb_uuid "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py convert_mariadb_uuid "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py convert_mariadb_uuid "$@"
 fi

docker/rootfs/usr/local/bin/createsuperuser

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py createsuperuser "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py createsuperuser "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py createsuperuser "$@"
 fi

docker/rootfs/usr/local/bin/document_archiver

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_archiver "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_archiver "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_archiver "$@"
 fi

docker/rootfs/usr/local/bin/document_create_classifier

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_create_classifier "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_create_classifier "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_create_classifier "$@"
 fi

docker/rootfs/usr/local/bin/document_exporter

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_exporter "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_exporter "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_exporter "$@"
 fi

docker/rootfs/usr/local/bin/document_fuzzy_match

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_fuzzy_match "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_fuzzy_match "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_fuzzy_match "$@"
 fi

docker/rootfs/usr/local/bin/document_importer

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_importer "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_importer "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_importer "$@"
 fi

docker/rootfs/usr/local/bin/document_index

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_index "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_index "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_index "$@"
 fi

docker/rootfs/usr/local/bin/document_llmindex

@@ -6,9 +6,9 @@ set -e
 cd "${PAPERLESS_SRC_DIR}"
 
 if [[ $(id -u) == 0 ]]; then
-	s6-setuidgid paperless python3 manage.py decrypt_documents "$@"
+	s6-setuidgid paperless python3 manage.py document_llmindex "$@"
 elif [[ $(id -un) == "paperless" ]]; then
-	python3 manage.py decrypt_documents "$@"
+	python3 manage.py document_llmindex "$@"
 else
 	echo "Unknown user."
 fi

docker/rootfs/usr/local/bin/document_renamer

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_renamer "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_renamer "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_renamer "$@"
 fi

docker/rootfs/usr/local/bin/document_retagger

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_retagger "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_retagger "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_retagger "$@"
 fi

docker/rootfs/usr/local/bin/document_sanity_checker

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_sanity_checker "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_sanity_checker "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_sanity_checker "$@"
 fi

docker/rootfs/usr/local/bin/document_thumbnails

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py document_thumbnails "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py document_thumbnails "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py document_thumbnails "$@"
 fi

docker/rootfs/usr/local/bin/mail_fetcher

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py mail_fetcher "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py mail_fetcher "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py mail_fetcher "$@"
 fi

docker/rootfs/usr/local/bin/manage_superuser

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py manage_superuser "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py manage_superuser "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py manage_superuser "$@"
 fi

docker/rootfs/usr/local/bin/prune_audit_logs

@@ -5,10 +5,8 @@ set -e
 
 cd "${PAPERLESS_SRC_DIR}"
 
-if [[ $(id -u) == 0 ]]; then
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	s6-setuidgid paperless python3 manage.py prune_audit_logs "$@"
-elif [[ $(id -un) == "paperless" ]]; then
 		python3 manage.py prune_audit_logs "$@"
-else
+elif [[ $(id -un) == "paperless" ]]; then
-	echo "Unknown user."
+	s6-setuidgid paperless python3 manage.py prune_audit_logs "$@"
 fi

docs/administration.md

@@ -580,39 +580,9 @@ document.
     documents, such as encrypted PDF documents. The archiver will skip over
     these documents each time it sees them.
 
-### Managing encryption {#encryption}
-
-!!! warning
-
-    Encryption was removed in [paperless-ng 0.9](changelog.md#paperless-ng-090)
-    because it did not really provide any additional security, the passphrase
-    was stored in a configuration file on the same system as the documents.
-    Furthermore, the entire text content of the documents is stored plain in
-    the database, even if your documents are encrypted. Filenames are not
-    encrypted as well. Finally, the web server provides transparent access to
-    your encrypted documents.
-
-    Consider running paperless on an encrypted filesystem instead, which
-    will then at least provide security against physical hardware theft.
-
-#### Enabling encryption
-
-Enabling encryption is no longer supported.
-
-#### Disabling encryption
-
-Basic usage to disable encryption of your document store:
-
-(Note: If `PAPERLESS_PASSPHRASE` isn't set already, you need to specify
-it here)
-
-```
-decrypt_documents [--passphrase SECR3TP4SSPHRA$E]
-```
-
 ### Detecting duplicates {#fuzzy_duplicate}
 
-Paperless already catches and prevents upload of exactly matching documents,
+Paperless-ngx already catches and warns of exactly matching documents,
 however a new scan of an existing document may not produce an exact bit for bit
 duplicate. But the content should be exact or close, allowing detection.
 

docs/advanced_usage.md

@@ -501,7 +501,7 @@ The `datetime` filter formats a datetime string or datetime object using Python'
 See the [strftime format code documentation](https://docs.python.org/3.13/library/datetime.html#strftime-and-strptime-format-codes)
 for the possible codes and their meanings.
 
-##### Date Localization
+##### Date Localization {#date-localization}
 
 The `localize_date` filter formats a date or datetime object into a localized string using Babel internationalization.
 This takes into account the provided locale for translation. Since this must be used on a date or datetime object,
@@ -805,6 +805,27 @@ See the relevant settings [`PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE`](configuratio
 and [`PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING`](configuration.md#PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING)
 for more information.
 
+#### Splitting on Tag Barcodes
+
+By default, tag barcodes only assign tags to documents without splitting them. However,
+you can enable document splitting on tag barcodes by setting
+[`PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT`](configuration.md#PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT)
+to `true`.
+
+When enabled, documents will be split at pages containing tag barcodes, similar to how
+ASN barcodes work. Key features:
+
+-   The page with the tag barcode is **retained** in the resulting document
+-   **Each split document extracts its own tags** - only tags on pages within that document are assigned
+-   Multiple tag barcodes can trigger multiple splits in the same document
+-   Works seamlessly with ASN barcodes - each split document gets its own ASN and tags
+
+This is useful for batch scanning where you place tag barcode pages between different
+documents to both separate and categorize them in a single operation.
+
+**Example:** A 6-page scan with TAG:invoice on page 3 and TAG:receipt on page 5 will create
+three documents: pages 1-2 (no tags), pages 3-4 (tagged "invoice"), and pages 5-6 (tagged "receipt").
+
 ## Automatic collation of double-sided documents {#collate}
 
 !!! note
@@ -851,8 +872,8 @@ followed by the even pages.
 
 It's important that the scan files get consumed in the correct order, and one at a time.
 You therefore need to make sure that Paperless is running while you upload the files into
-the directory; and if you're using [polling](configuration.md#polling), make sure that
+the directory; and if you're using polling, make sure that
-`CONSUMER_POLLING` is set to a value lower than it takes for the second scan to appear,
+`CONSUMER_POLLING_INTERVAL` is set to a value lower than it takes for the second scan to appear,
 like 5-10 or even lower.
 
 Another thing that might happen is that you start a double sided scan, but then forget

docs/api.md

@@ -8,7 +8,7 @@ Further documentation is provided here for some endpoints and features.
 
 ## Authorization
 
-The REST api provides four different forms of authentication.
+The REST api provides five different forms of authentication.
 
 1.  Basic authentication
 
@@ -52,6 +52,14 @@ The REST api provides four different forms of authentication.
     [configuration](configuration.md#PAPERLESS_ENABLE_HTTP_REMOTE_USER_API)),
     you can authenticate against the API using Remote User auth.
 
+5.  Headless OIDC via [`django-allauth`](https://codeberg.org/allauth/django-allauth)
+
+    `django-allauth` exposes API endpoints under `api/auth/` which enable tools
+    like third-party apps to authenticate with social accounts that are
+    configured. See
+    [here](advanced_usage.md#openid-connect-and-social-authentication) for more
+    information on social accounts.
+
 ## Searching for documents
 
 Full text searching is available on the `/api/documents/` endpoint. Two

docs/changelog.md

@@ -1,9 +1,60 @@
 # Changelog
 
+## paperless-ngx 2.20.5
+
+### Bug Fixes
+
+-   Fix: ensure horizontal scroll for long tag names in list, wrap tags without parent [@shamoon](https://github.com/shamoon) ([#11811](https://github.com/paperless-ngx/paperless-ngx/pull/11811))
+-   Fix: use explicit order field for workflow actions [@shamoon](https://github.com/shamoon) [@stumpylog](https://github.com/stumpylog) ([#11781](https://github.com/paperless-ngx/paperless-ngx/pull/11781))
+
+### All App Changes
+
+<details>
+<summary>2 changes</summary>
+
+-   Fix: ensure horizontal scroll for long tag names in list, wrap tags without parent [@shamoon](https://github.com/shamoon) ([#11811](https://github.com/paperless-ngx/paperless-ngx/pull/11811))
+-   Fix: use explicit order field for workflow actions [@shamoon](https://github.com/shamoon) [@stumpylog](https://github.com/stumpylog) ([#11781](https://github.com/paperless-ngx/paperless-ngx/pull/11781))
+</details>
+
+## paperless-ngx 2.20.4
+
+### Security
+
+-   Resolve [GHSA-28cf-xvcf-hw6m](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-28cf-xvcf-hw6m)
+
+### Bug Fixes
+
+-   Fix: propagate metadata override created value [@shamoon](https://github.com/shamoon) ([#11659](https://github.com/paperless-ngx/paperless-ngx/pull/11659))
+-   Fix: support ordering by storage path name [@shamoon](https://github.com/shamoon) ([#11661](https://github.com/paperless-ngx/paperless-ngx/pull/11661))
+-   Fix: validate cf integer values within PostgreSQL range [@shamoon](https://github.com/shamoon) ([#11666](https://github.com/paperless-ngx/paperless-ngx/pull/11666))
+-   Fixhancement: add error handling and retry when opening index [@shamoon](https://github.com/shamoon) ([#11731](https://github.com/paperless-ngx/paperless-ngx/pull/11731))
+-   Fix: fix recurring workflow to respect latest run time [@shamoon](https://github.com/shamoon) ([#11735](https://github.com/paperless-ngx/paperless-ngx/pull/11735))
+
+### All App Changes
+
+<details>
+<summary>5 changes</summary>
+
+-   Fix: propagate metadata override created value [@shamoon](https://github.com/shamoon) ([#11659](https://github.com/paperless-ngx/paperless-ngx/pull/11659))
+-   Fix: support ordering by storage path name [@shamoon](https://github.com/shamoon) ([#11661](https://github.com/paperless-ngx/paperless-ngx/pull/11661))
+-   Fix: validate cf integer values within PostgreSQL range [@shamoon](https://github.com/shamoon) ([#11666](https://github.com/paperless-ngx/paperless-ngx/pull/11666))
+-   Fixhancement: add error handling and retry when opening index [@shamoon](https://github.com/shamoon) ([#11731](https://github.com/paperless-ngx/paperless-ngx/pull/11731))
+-   Fix: fix recurring workflow to respect latest run time [@shamoon](https://github.com/shamoon) ([#11735](https://github.com/paperless-ngx/paperless-ngx/pull/11735))
+</details>
+
 ## paperless-ngx 2.20.3
 
+### Security
+
+-   Resolve [GHSA-7cq3-mhxq-w946](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-7cq3-mhxq-w946)
+
 ## paperless-ngx 2.20.2
 
+### Security
+
+-   Resolve [GHSA-6653-vcx4-69mc](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-6653-vcx4-69mc)
+-   Resolve [GHSA-24x5-wp64-9fcc](https://github.com/paperless-ngx/paperless-ngx/security/advisories/GHSA-24x5-wp64-9fcc)
+
 ### Features / Enhancements
 
 -   Tweakhancement: dim inactive users in users-groups list [@shamoon](https://github.com/shamoon) ([#11537](https://github.com/paperless-ngx/paperless-ngx/pull/11537))

docs/configuration.md

@@ -170,11 +170,18 @@ Available options are `postgresql` and `mariadb`.
 
     !!! note
 
-        A small pool is typically sufficient — for example, a size of 4.
+        A pool of 8-10 connections per worker is typically sufficient.
-        Make sure your PostgreSQL server's max_connections setting is large enough to handle:
+        If you encounter error messages such as `couldn't get a connection`
-        ```(Paperless workers + Celery workers) × pool size + safety margin```
+        or database connection timeouts, you probably need to increase the pool size.
-        For example, with 4 Paperless workers and 2 Celery workers, and a pool size of 4:
+
-        (4 + 2) × 4 + 10 = 34 connections required.
+    !!! warning
+        Make sure your PostgreSQL `max_connections` setting is large enough to handle the connection pools:
+        `(NB_PAPERLESS_WORKERS + NB_CELERY_WORKERS) × POOL_SIZE + SAFETY_MARGIN`. For example, with
+        4 Paperless workers and 2 Celery workers, and a pool size of 8:``(4 + 2) × 8 + 10 = 58`,
+        so `max_connections = 60` (or even more) is appropriate.
+
+        This assumes only Paperless-ngx connects to your PostgreSQL instance. If you have other applications,
+        you should increase `max_connections` accordingly.
 
 #### [`PAPERLESS_DB_READ_CACHE_ENABLED=<bool>`](#PAPERLESS_DB_READ_CACHE_ENABLED) {#PAPERLESS_DB_READ_CACHE_ENABLED}
 
@@ -652,7 +659,7 @@ system. See the corresponding
 
 : Sync groups from the third party authentication system (e.g. OIDC) to Paperless-ngx. When enabled, users will be added or removed from groups based on their group membership in the third party authentication system. Groups must already exist in Paperless-ngx and have the same name as in the third party authentication system. Groups are updated upon logging in via the third party authentication system, see the corresponding [django-allauth documentation](https://docs.allauth.org/en/dev/socialaccount/signals.html).
 
-: In order to pass groups from the authentication system you will need to update your [PAPERLESS_SOCIALACCOUNT_PROVIDERS](#PAPERLESS_SOCIALACCOUNT_PROVIDERS) setting by adding a top-level "SCOPES" setting which includes "groups", e.g.:
+: In order to pass groups from the authentication system you will need to update your [PAPERLESS_SOCIALACCOUNT_PROVIDERS](#PAPERLESS_SOCIALACCOUNT_PROVIDERS) setting by adding a top-level "SCOPES" setting which includes "groups", or the custom groups claim configured in [`PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM`](#PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM) e.g.:
 
     ```json
     {"openid_connect":{"SCOPE": ["openid","profile","email","groups"]...
@@ -660,6 +667,12 @@ system. See the corresponding
 
     Defaults to False
 
+#### [`PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM=<str>`](#PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM) {#PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS_CLAIM}
+
+: Allows you to define a custom groups claim. See [PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS](#PAPERLESS_SOCIAL_ACCOUNT_SYNC_GROUPS) which is required for this setting to take effect.
+
+    Defaults to "groups"
+
 #### [`PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS=<comma-separated-list>`](#PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS) {#PAPERLESS_SOCIAL_ACCOUNT_DEFAULT_GROUPS}
 
 : A list of group names that users who signup via social accounts will be added to upon signup. Groups listed here must already exist.
@@ -1139,8 +1152,9 @@ via the consumption directory, you can disable the consumer to save resources.
 
 #### [`PAPERLESS_CONSUMER_DELETE_DUPLICATES=<bool>`](#PAPERLESS_CONSUMER_DELETE_DUPLICATES) {#PAPERLESS_CONSUMER_DELETE_DUPLICATES}
 
-: When the consumer detects a duplicate document, it will not touch
+: As of version 3.0 Paperless-ngx allows duplicate documents to be consumed by default, _except_ when
-the original document. This default behavior can be changed here.
+this setting is enabled. When enabled, Paperless will check if a document with the same hash already
+exists in the system and delete the duplicate file from the consumption directory without consuming it.
 
     Defaults to false.
 
@@ -1168,21 +1182,45 @@ don't exist yet.
 
 #### [`PAPERLESS_CONSUMER_IGNORE_PATTERNS=<json>`](#PAPERLESS_CONSUMER_IGNORE_PATTERNS) {#PAPERLESS_CONSUMER_IGNORE_PATTERNS}
 
-: By default, paperless ignores certain files and folders in the
+: Additional regex patterns for files to ignore in the consumption directory. Patterns are matched against filenames only (not full paths)
-consumption directory, such as system files created by the Mac OS
+using Python's `re.match()`, which anchors at the start of the filename.
-or hidden folders some tools use to store data.
 
-    This can be adjusted by configuring a custom json array with
+    See the [watchfiles documentation](https://watchfiles.helpmanual.io/api/filters/#watchfiles.BaseFilter.ignore_entity_patterns)
-    patterns to exclude.
 
-    For example, `.DS_STORE/*` will ignore any files found in a folder
+    This setting is for additional patterns beyond the built-in defaults. Common system files and directories are already ignored automatically.
-    named `.DS_STORE`, including `.DS_STORE/bar.pdf` and `foo/.DS_STORE/bar.pdf`
+    The patterns will be compiled via Python's standard `re` module.
 
-    A pattern like `._*` will ignore anything starting with `._`, including:
+    Example custom patterns:
-    `._foo.pdf` and `._bar/foo.pdf`
 
-    Defaults to
+    ```json
-    `[".DS_Store", ".DS_STORE", "._*", ".stfolder/*", ".stversions/*", ".localized/*", "desktop.ini", "@eaDir/*", "Thumbs.db"]`.
+    ["^temp_", "\\.bak$", "^~"]
+    ```
+
+    This would ignore:
+
+    - Files starting with `temp_` (e.g., `temp_scan.pdf`)
+    - Files ending with `.bak` (e.g., `document.pdf.bak`)
+    - Files starting with `~` (e.g., `~$document.docx`)
+
+    Defaults to `[]` (empty list, uses only built-in defaults).
+
+    The default ignores are `[.DS_Store, .DS_STORE, ._*, desktop.ini, Thumbs.db]` and cannot be overridden.
+
+#### [`PAPERLESS_CONSUMER_IGNORE_DIRS=<json>`](#PAPERLESS_CONSUMER_IGNORE_DIRS) {#PAPERLESS_CONSUMER_IGNORE_DIRS}
+
+: Additional directory names to ignore in the consumption directory. Directories matching these names (and all their contents) will be skipped.
+
+    This setting is for additional directories beyond the built-in defaults. Matching is done by directory name only, not full path.
+
+    Example:
+
+    ```json
+    ["temp", "incoming", ".hidden"]
+    ```
+
+    Defaults to `[]` (empty list, uses only built-in defaults).
+
+    The default ignores are `[.stfolder, .stversions, .localized, @eaDir, .Spotlight-V100, .Trashes, __MACOSX]` and cannot be overridden.
 
 #### [`PAPERLESS_CONSUMER_BARCODE_SCANNER=<string>`](#PAPERLESS_CONSUMER_BARCODE_SCANNER) {#PAPERLESS_CONSUMER_BARCODE_SCANNER}
 
@@ -1281,48 +1319,24 @@ within your documents.
 
     Defaults to false.
 
-### Polling {#polling}
+#### [`PAPERLESS_CONSUMER_POLLING_INTERVAL=<num>`](#PAPERLESS_CONSUMER_POLLING_INTERVAL) {#PAPERLESS_CONSUMER_POLLING_INTERVAL}
 
-#### [`PAPERLESS_CONSUMER_POLLING=<num>`](#PAPERLESS_CONSUMER_POLLING) {#PAPERLESS_CONSUMER_POLLING}
+: Configures how the consumer detects new files in the consumption directory.
 
-: If paperless won't find documents added to your consume folder, it
+    When set to `0` (default), paperless uses native filesystem notifications for efficient, immediate detection of new files.
-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. This will also disable listening for file
-system changes with `inotify`.
 
-    Defaults to 0, which disables polling and uses filesystem
+    When set to a positive number, paperless polls the consumption directory at that interval in seconds. Use polling for network filesystems (NFS, SMB/CIFS) where native notifications may not work reliably.
-    notifications.
 
-#### [`PAPERLESS_CONSUMER_POLLING_RETRY_COUNT=<num>`](#PAPERLESS_CONSUMER_POLLING_RETRY_COUNT) {#PAPERLESS_CONSUMER_POLLING_RETRY_COUNT}
+    Defaults to 0.
 
-: If consumer polling is enabled, sets the maximum number of times
+#### [`PAPERLESS_CONSUMER_STABILITY_DELAY=<num>`](#PAPERLESS_CONSUMER_STABILITY_DELAY) {#PAPERLESS_CONSUMER_STABILITY_DELAY}
-paperless will check for a file to remain unmodified. If a file's
-modification time and size are identical for two consecutive checks, it
-will be consumed.
 
-    Defaults to 5.
+: Sets the time in seconds that a file must remain unchanged (same size and modification time) before paperless will begin consuming it.
 
-#### [`PAPERLESS_CONSUMER_POLLING_DELAY=<num>`](#PAPERLESS_CONSUMER_POLLING_DELAY) {#PAPERLESS_CONSUMER_POLLING_DELAY}
+    Increase this value if you experience issues with files being consumed before they are fully written, particularly on slower network storage or
+    with certain scanner quirks
 
-: If consumer polling is enabled, sets the delay in seconds between
+    Defaults to 5.0 seconds.
-each check (above) paperless will do while waiting for a file to
-remain unmodified.
-
-    Defaults to 5.
-
-### iNotify {#inotify}
-
-#### [`PAPERLESS_CONSUMER_INOTIFY_DELAY=<num>`](#PAPERLESS_CONSUMER_INOTIFY_DELAY) {#PAPERLESS_CONSUMER_INOTIFY_DELAY}
-
-: Sets the time in seconds the consumer will wait for additional
-events from inotify before the consumer will consider a file ready
-and begin consumption. Certain scanners or network setups may
-generate multiple events for a single file, leading to multiple
-consumers working on the same file. Configure this to prevent that.
-
-    Defaults to 0.5 seconds.
 
 ## Workflow webhooks
 
@@ -1543,6 +1557,20 @@ assigns or creates tags if a properly formatted barcode is detected.
 
     Please refer to the Python regex documentation for more information.
 
+#### [`PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT=<bool>`](#PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT) {#PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT}
+
+: Enables splitting of documents on tag barcodes, similar to how ASN barcodes work.
+
+    When enabled, documents will be split into separate PDFs at pages containing
+    tag barcodes that match the configured `PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING`
+    patterns. The page with the tag barcode will be retained in the new document.
+
+    Each split document will have the detected tags assigned to it.
+
+    This only has an effect if `PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE` is also enabled.
+
+    Defaults to false.
+
 ## Audit Trail
 
 #### [`PAPERLESS_AUDIT_LOG_ENABLED=<bool>`](#PAPERLESS_AUDIT_LOG_ENABLED) {#PAPERLESS_AUDIT_LOG_ENABLED}
@@ -1603,6 +1631,16 @@ processing. This only has an effect if
 
     Defaults to `0 1 * * *`, once per day.
 
+## Share links
+
+#### [`PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON=<cron expression>`](#PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON) {#PAPERLESS_SHARE_LINK_BUNDLE_CLEANUP_CRON}
+
+: Controls how often Paperless-ngx removes expired share link bundles (and their generated ZIP archives).
+
+: If set to the string "disable", expired bundles are not cleaned up automatically.
+
+    Defaults to `0 2 * * *`, once per day at 02:00.
+
 ## Binaries
 
 There are a few external software packages that Paperless expects to
@@ -1824,3 +1862,67 @@ password. All of these options come from their similarly-named [Django settings]
 : The endpoint to use for the remote OCR engine. This is required for Azure AI.
 
     Defaults to None.
+
+## AI {#ai}
+
+#### [`PAPERLESS_AI_ENABLED=<bool>`](#PAPERLESS_AI_ENABLED) {#PAPERLESS_AI_ENABLED}
+
+: Enables the AI features in Paperless. This includes the AI-based
+suggestions. This setting is required to be set to true in order to use the AI features.
+
+    Defaults to false.
+
+#### [`PAPERLESS_AI_LLM_EMBEDDING_BACKEND=<str>`](#PAPERLESS_AI_LLM_EMBEDDING_BACKEND) {#PAPERLESS_AI_LLM_EMBEDDING_BACKEND}
+
+: The embedding backend to use for RAG. This can be either "openai" or "huggingface".
+
+    Defaults to None.
+
+#### [`PAPERLESS_AI_LLM_EMBEDDING_MODEL=<str>`](#PAPERLESS_AI_LLM_EMBEDDING_MODEL) {#PAPERLESS_AI_LLM_EMBEDDING_MODEL}
+
+: The model to use for the embedding backend for RAG. This can be set to any of the embedding models supported by the current embedding backend. If not supplied, defaults to "text-embedding-3-small" for OpenAI and "sentence-transformers/all-MiniLM-L6-v2" for Huggingface.
+
+    Defaults to None.
+
+#### [`PAPERLESS_AI_LLM_BACKEND=<str>`](#PAPERLESS_AI_LLM_BACKEND) {#PAPERLESS_AI_LLM_BACKEND}
+
+: The AI backend to use. This can be either "openai" or "ollama". If set to "ollama", the AI
+features will be run locally on your machine. If set to "openai", the AI features will be run
+using the OpenAI API. This setting is required to be set to use the AI features.
+
+    Defaults to None.
+
+    !!! note
+
+        The OpenAI API is a paid service. You will need to set up an OpenAI account and
+        will be charged for usage incurred by Paperless-ngx features and your document data
+        will (of course) be sent to the OpenAI API. Paperless-ngx does not endorse the use of the
+        OpenAI API in any way.
+
+        Refer to the OpenAI terms of service, and use at your own risk.
+
+#### [`PAPERLESS_AI_LLM_MODEL=<str>`](#PAPERLESS_AI_LLM_MODEL) {#PAPERLESS_AI_LLM_MODEL}
+
+: The model to use for the AI backend, i.e. "gpt-3.5-turbo", "gpt-4" or any of the models supported by the
+current backend. If not supplied, defaults to "gpt-3.5-turbo" for OpenAI and "llama3.1" for Ollama.
+
+    Defaults to None.
+
+#### [`PAPERLESS_AI_LLM_API_KEY=<str>`](#PAPERLESS_AI_LLM_API_KEY) {#PAPERLESS_AI_LLM_API_KEY}
+
+: The API key to use for the AI backend. This is required for the OpenAI backend (optional for others).
+
+    Defaults to None.
+
+#### [`PAPERLESS_AI_LLM_ENDPOINT=<str>`](#PAPERLESS_AI_LLM_ENDPOINT) {#PAPERLESS_AI_LLM_ENDPOINT}
+
+: The endpoint / url to use for the AI backend. This is required for the Ollama backend (optional for others).
+
+    Defaults to None.
+
+#### [`PAPERLESS_AI_LLM_INDEX_TASK_CRON=<cron expression>`](#PAPERLESS_AI_LLM_INDEX_TASK_CRON) {#PAPERLESS_AI_LLM_INDEX_TASK_CRON}
+
+: Configures the schedule to update the AI embeddings of text content and metadata for all documents. Only performed if
+AI is enabled and the LLM embedding backend is set.
+
+    Defaults to `10 2 * * *`, once per day.

docs/index.md

@@ -31,6 +31,7 @@ physical documents into a searchable online archive so you can keep, well, _less
     -   _New!_ Supports remote OCR with Azure AI (opt-in).
 -   Documents are saved as PDF/A format which is designed for long term storage, alongside the unaltered originals.
 -   Uses machine-learning to automatically add tags, correspondents and document types to your documents.
+-   **New**: Paperless-ngx can now leverage AI (Large Language Models or LLMs) for document suggestions. This is an optional feature that can be enabled (and is disabled by default).
 -   Supports PDF documents, images, plain text files, Office documents (Word, Excel, PowerPoint, and LibreOffice equivalents)[^1] and more.
 -   Paperless stores your documents plain on disk. Filenames and folders are managed by paperless and their format can be configured freely with different configurations assigned to different documents.
 -   **Beautiful, modern web application** that features:

docs/migration.md

@@ -0,0 +1,25 @@
+# v3 Migration Guide
+
+## Consumer Settings Changes
+
+The v3 consumer command uses a [different library](https://watchfiles.helpmanual.io/) to unify
+the watching for new files in the consume directory. For the user, this removes several configuration options related to delays and retries
+and replaces with a single unified setting. It also adjusts how the consumer ignore filtering happens, replaced `fnmatch` with `regex` and
+separating the directory ignore from the file ignore.
+
+### Summary
+
+| Old Setting                    | New Setting                                                                         | Notes                                                                                |
+| ------------------------------ | ----------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------ |
+| `CONSUMER_POLLING`             | [`CONSUMER_POLLING_INTERVAL`](configuration.md#PAPERLESS_CONSUMER_POLLING_INTERVAL) | Renamed for clarity                                                                  |
+| `CONSUMER_INOTIFY_DELAY`       | [`CONSUMER_STABILITY_DELAY`](configuration.md#PAPERLESS_CONSUMER_STABILITY_DELAY)   | Unified for all modes                                                                |
+| `CONSUMER_POLLING_DELAY`       | _Removed_                                                                           | Use `CONSUMER_STABILITY_DELAY`                                                       |
+| `CONSUMER_POLLING_RETRY_COUNT` | _Removed_                                                                           | Automatic with stability tracking                                                    |
+| `CONSUMER_IGNORE_PATTERNS`     | [`CONSUMER_IGNORE_PATTERNS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_PATTERNS)   | **Now regex, not fnmatch**; user patterns are added to (not replacing) default ones  |
+| _New_                          | [`CONSUMER_IGNORE_DIRS`](configuration.md#PAPERLESS_CONSUMER_IGNORE_DIRS)           | Additional directories to ignore; user entries are added to (not replacing) defaults |
+
+## Encryption Support
+
+Document and thumbnail encryption is no longer supported. This was previously deprecated in [paperless-ng 0.9.3](https://github.com/paperless-ngx/paperless-ngx/blob/dev/docs/changelog.md#paperless-ng-093)
+
+Users must decrypt their document using the `decrypt_documents` command before upgrading.

docs/setup.md

@@ -124,8 +124,7 @@ account. The script essentially automatically performs the steps described in [D
         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`](configuration.md#PAPERLESS_CONSUMER_POLLING), which will disable inotify. See
+        [`PAPERLESS_CONSUMER_POLLING_INTERVAL`](configuration.md#PAPERLESS_CONSUMER_POLLING_INTERVAL), which will disable inotify.
-        [here](configuration.md#polling).
 
 5.  Run `docker compose pull`. This will pull the image from the GitHub container registry
     by default but you can change the image to pull from Docker Hub by changing the `image`

docs/troubleshooting.md

@@ -46,9 +46,9 @@ run:
 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`](configuration.md#PAPERLESS_CONSUMER_POLLING).
+option [`PAPERLESS_CONSUMER_POLLING_INTERVAL`](configuration.md#PAPERLESS_CONSUMER_POLLING_INTERVAL).
 
-This will disable listening to filesystem changes with inotify and
+This will disable automatic listening for filesystem changes and
 paperless will manually check the consumption directory for changes
 instead.
 
@@ -234,47 +234,9 @@ FileNotFoundError: [Errno 2] No such file or directory: '/tmp/ocrmypdf.io.yhk3zb
 
 This probably indicates paperless tried to consume the same file twice.
 This can happen for a number of reasons, depending on how documents are
-placed into the consume folder. If paperless is using inotify (the
+placed into the consume folder, such as how a scanner may modify a file multiple times as it scans.
-default) to check for documents, try adjusting the
+Try adjusting the
-[inotify configuration](configuration.md#inotify). If polling is enabled, try adjusting the
+[file stability delay](configuration.md#PAPERLESS_CONSUMER_STABILITY_DELAY) to a larger value.
-[polling configuration](configuration.md#polling).
-
-## Consumer fails waiting for file to remain unmodified.
-
-You might find messages like these in your log files:
-
-```
-[ERROR] [paperless.management.consumer] Timeout while waiting on file /usr/src/paperless/src/../consume/SCN_0001.pdf to remain unmodified.
-```
-
-This indicates paperless timed out while waiting for the file to be
-completely written to the consume folder. Adjusting
-[polling configuration](configuration.md#polling) values should resolve the issue.
-
-!!! note
-
-    The user will need to manually move the file out of the consume folder
-    and back in, for the initial failing file to be consumed.
-
-## Consumer fails reporting "OS reports file as busy still".
-
-You might find messages like these in your log files:
-
-```
-[WARNING] [paperless.management.consumer] Not consuming file /usr/src/paperless/src/../consume/SCN_0001.pdf: OS reports file as busy still
-```
-
-This indicates paperless was unable to open the file, as the OS reported
-the file as still being in use. To prevent a crash, paperless did not
-try to consume the file. If paperless is using inotify (the default) to
-check for documents, try adjusting the
-[inotify configuration](configuration.md#inotify). If polling is enabled, try adjusting the
-[polling configuration](configuration.md#polling).
-
-!!! note
-
-    The user will need to manually move the file out of the consume folder
-    and back in, for the initial failing file to be consumed.
 
 ## Log reports "Creating PaperlessTask failed".
 

docs/usage.md

@@ -278,6 +278,28 @@ Once setup, navigating to the email settings page in Paperless-ngx will allow yo
 You can also submit a document using the REST API, see [POSTing documents](api.md#file-uploads)
 for details.
 
+## Document Suggestions
+
+Paperless-ngx can suggest tags, correspondents, document types and storage paths for documents based on the content of the document. This is done using a (non-LLM) machine learning model that is trained on the documents in your database. The suggestions are shown in the document detail page and can be accepted or rejected by the user.
+
+## AI Features
+
+Paperless-ngx includes several features that use AI to enhance the document management experience. These features are optional and can be enabled or disabled in the settings. If you are using the AI features, you may want to also enable the "LLM index" feature, which supports Retrieval-Augmented Generation (RAG) designed to improve the quality of AI responses. The LLM index feature is not enabled by default and requires additional configuration.
+
+!!! warning
+
+    Remember that Paperless-ngx will send document content to the AI provider you have configured, so consider the privacy implications of using these features, especially if using a remote model (e.g. OpenAI), instead of the default local model.
+
+The AI features work by creating an embedding of the text content and metadata of documents, which is then used for various tasks such as similarity search and question answering. This uses the FAISS vector store.
+
+### AI-Enhanced Suggestions
+
+If enabled, Paperless-ngx can use an AI LLM model to suggest document titles, dates, tags, correspondents and document types for documents. This feature will always be "opt-in" and does not disable the existing classifier-based suggestion system. Currently, both remote (via the OpenAI API) and local (via Ollama) models are supported, see [configuration](configuration.md#ai) for details.
+
+### Document Chat
+
+Paperless-ngx can use an AI LLM model to answer questions about a document or across multiple documents. Again, this feature works best when RAG is enabled. The chat feature is available in the upper app toolbar and will switch between chatting across multiple documents or a single document based on the current view.
+
 ## Sharing documents from Paperless-ngx
 
 Paperless-ngx supports sharing documents with other users by assigning them [permissions](#object-permissions)
@@ -286,12 +308,14 @@ or using [email](#workflow-action-email) or [webhook](#workflow-action-webhook)
 
 ### Share Links
 
-"Share links" are shareable public links to files and can be created and managed under the 'Send' button on the document detail screen.
+"Share links" are public links to files (or an archive of files) and can be created and managed under the 'Send' button on the document detail screen or from the bulk editor.
 
--   Share links do not require a user to login and thus link directly to a file.
+-   Share links do not require a user to login and thus link directly to a file or bundled download.
 -   Links are unique and are of the form `{paperless-url}/share/{randomly-generated-slug}`.
 -   Links can optionally have an expiration time set.
 -   After a link expires or is deleted users will be redirected to the regular paperless-ngx login.
+-   From the document detail screen you can create a share link for that single document.
+-   From the bulk editor you can create a **share link bundle** for any selection. Paperless-ngx prepares a ZIP archive in the background and exposes a single share link. You can revisit the "Manage share link bundles" dialog to monitor progress, retry failed bundles, or delete links.
 
 !!! tip
 
@@ -543,7 +567,7 @@ This allows for complex logic to be used to generate the title, including [logic
 and [filters](https://jinja.palletsprojects.com/en/3.1.x/templates/#id11).
 The template is provided as a string.
 
-Using Jinja2 Templates is also useful for [Date localization](advanced_usage.md#Date-Localization) in the title.
+Using Jinja2 Templates is also useful for [Date localization](advanced_usage.md#date-localization) in the title.
 
 The available inputs differ depending on the type of workflow trigger.
 This is because at the time of consumption (when the text is to be set), no automatic tags etc. have been
@@ -575,6 +599,7 @@ The following placeholders are only available for "added" or "updated" triggers
 -   `{{created_day}}`: created day
 -   `{{created_time}}`: created time in HH:MM format
 -   `{{doc_url}}`: URL to the document in the web UI. Requires the `PAPERLESS_URL` setting to be set.
+-   `{{doc_id}}`: Document ID
 
 ##### Examples
 

mkdocs.yml

@@ -69,8 +69,9 @@ nav:
   - development.md
   - 'FAQs': faq.md
   - troubleshooting.md
+  - 'Migration to v3': migration.md
   - changelog.md
-copyright: Copyright © 2016 - 2023 Daniel Quinn, Jonas Winkler, and the Paperless-ngx team
+copyright: Copyright © 2016 - 2026 Daniel Quinn, Jonas Winkler, and the Paperless-ngx team
 extra:
   social:
     - icon: fontawesome/brands/github

paperless-ngx.code-workspace

@@ -33,6 +33,8 @@
 			"**/coverage.json": true
 		},
 		"python.defaultInterpreterPath": ".venv/bin/python3",
+		"python.analysis.inlayHints.pytestParameters": true,
+		"python.testing.pytestEnabled": true,
 	},
 	"extensions": {
 		"recommendations": ["ms-python.python", "charliermarsh.ruff", "editorconfig.editorconfig"],

paperless.conf.example

@@ -55,10 +55,10 @@
 #PAPERLESS_TASK_WORKERS=1
 #PAPERLESS_THREADS_PER_WORKER=1
 #PAPERLESS_TIME_ZONE=UTC
-#PAPERLESS_CONSUMER_POLLING=10
+#PAPERLESS_CONSUMER_POLLING_INTERVAL=10
 #PAPERLESS_CONSUMER_DELETE_DUPLICATES=false
 #PAPERLESS_CONSUMER_RECURSIVE=false
-#PAPERLESS_CONSUMER_IGNORE_PATTERNS=[".DS_STORE/*", "._*", ".stfolder/*", ".stversions/*", ".localized/*", "desktop.ini"]
+#PAPERLESS_CONSUMER_IGNORE_PATTERNS=[]  # Defaults are built in; add filename regexes, e.g. ["^\\.DS_Store$", "^desktop\\.ini$"]
 #PAPERLESS_CONSUMER_SUBDIRS_AS_TAGS=false
 #PAPERLESS_CONSUMER_ENABLE_BARCODES=false
 #PAPERLESS_CONSUMER_BARCODE_STRING=PATCHT
@@ -66,6 +66,7 @@
 #PAPERLESS_CONSUMER_BARCODE_DPI=300
 #PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE=false
 #PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING={"TAG:(.*)": "\\g<1>"}
+#PAPERLESS_CONSUMER_TAG_BARCODE_SPLIT=false
 #PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED=false
 #PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_SUBDIR_NAME=double-sided
 #PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_TIFF_SUPPORT=false

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "paperless-ngx"
-version = "2.20.3"
+version = "2.20.5"
 description = "A community-supported supercharged document management system: scan, index and archive all your physical documents"
 readme = "README.md"
 requires-python = ">=3.10"
@@ -19,16 +19,16 @@ dependencies = [
   "azure-ai-documentintelligence>=1.0.2",
   "babel>=2.17",
   "bleach~=6.3.0",
-  "celery[redis]~=5.5.1",
+  "celery[redis]~=5.6.2",
   "channels~=4.2",
   "channels-redis~=4.2",
   "concurrent-log-handler~=0.9.25",
   "dateparser~=1.2",
   # WARNING: django does not use semver.
   #          Only patch versions are guaranteed to not introduce breaking changes.
-  "django~=5.2.5",
+  "django~=5.2.10",
-  "django-allauth[mfa,socialaccount]~=65.12.1",
+  "django-allauth[mfa,socialaccount]~=65.13.1",
-  "django-auditlog~=3.3.0",
+  "django-auditlog~=3.4.1",
   "django-cachalot~=2.8.0",
   "django-celery-results~=2.6.0",
   "django-compression-middleware~=0.5.0",
@@ -44,16 +44,23 @@ dependencies = [
   "drf-spectacular~=0.28",
   "drf-spectacular-sidecar~=2025.10.1",
   "drf-writable-nested~=0.7.1",
+  "faiss-cpu>=1.10",
   "filelock~=3.20.0",
   "flower~=2.0.1",
-  "gotenberg-client~=0.12.0",
+  "gotenberg-client~=0.13.1",
   "httpx-oauth~=0.16",
   "imap-tools~=1.11.0",
-  "inotifyrecursive~=0.3",
   "jinja2~=3.1.5",
   "langdetect~=1.0.9",
+  "llama-index-core>=0.14.12",
+  "llama-index-embeddings-huggingface>=0.6.1",
+  "llama-index-embeddings-openai>=0.5.1",
+  "llama-index-llms-ollama>=0.9.1",
+  "llama-index-llms-openai>=0.6.13",
+  "llama-index-vector-stores-faiss>=0.5.2",
   "nltk~=3.9.1",
-  "ocrmypdf~=16.12.0",
+  "ocrmypdf~=16.13.0",
+  "openai>=1.76",
   "pathvalidate~=3.3.1",
   "pdf2image~=1.17.0",
   "python-dateutil~=2.9.0",
@@ -66,11 +73,13 @@ dependencies = [
   "redis[hiredis]~=5.2.1",
   "regex>=2025.9.18",
   "scikit-learn~=1.7.0",
+  "sentence-transformers>=4.1",
   "setproctitle~=1.3.4",
   "tika-client~=0.10.0",
+  "torch~=2.9.1",
   "tqdm~=4.67.1",
-  "watchdog~=6.0",
+  "watchfiles>=1.1.1",
-  "whitenoise~=6.9",
+  "whitenoise~=6.11",
   "whoosh-reloaded>=2.7.5",
   "zxing-cpp~=2.3.0",
 ]
@@ -79,13 +88,13 @@ optional-dependencies.mariadb = [
   "mysqlclient~=2.2.7",
 ]
 optional-dependencies.postgres = [
-  "psycopg[c,pool]==3.2.12",
+  "psycopg[c,pool]==3.3",
   # Direct dependency for proper resolution of the pre-built wheels
-  "psycopg-c==3.2.12",
+  "psycopg-c==3.3",
-  "psycopg-pool==3.2.7",
+  "psycopg-pool==3.3",
 ]
 optional-dependencies.webserver = [
-  "granian[uvloop]~=2.5.1",
+  "granian[uvloop]~=2.6.0",
 ]
 
 [dependency-groups]
@@ -105,19 +114,20 @@ testing = [
   "daphne",
   "factory-boy~=3.3.1",
   "imagehash",
-  "pytest~=8.4.1",
+  "pytest~=9.0.0",
   "pytest-cov~=7.0.0",
   "pytest-django~=4.11.1",
-  "pytest-env",
+  "pytest-env~=1.2.0",
   "pytest-httpx",
-  "pytest-mock",
+  "pytest-mock~=3.15.1",
-  "pytest-rerunfailures",
+  #"pytest-randomly~=4.0.1",
+  "pytest-rerunfailures~=16.1",
   "pytest-sugar",
-  "pytest-xdist",
+  "pytest-xdist~=3.8.0",
 ]
 
 lint = [
-  "pre-commit~=4.4.0",
+  "pre-commit~=4.5.1",
   "pre-commit-uv~=4.2.0",
   "ruff~=0.14.0",
 ]
@@ -142,7 +152,7 @@ typing = [
 ]
 
 [tool.uv]
-required-version = ">=0.5.14"
+required-version = ">=0.9.0"
 package = false
 environments = [
   "sys_platform == 'darwin'",
@@ -152,14 +162,23 @@ environments = [
 [tool.uv.sources]
 # Markers are chosen to select these almost exclusively when building the Docker image
 psycopg-c = [
-  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-bookworm-3.2.12/psycopg_c-3.2.12-cp312-cp312-linux_x86_64.whl", marker = "sys_platform == 'linux' and platform_machine == 'x86_64' and python_version == '3.12'" },
+  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.0/psycopg_c-3.3.0-cp312-cp312-linux_x86_64.whl", marker = "sys_platform == 'linux' and platform_machine == 'x86_64' and python_version == '3.12'" },
-  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-bookworm-3.2.12/psycopg_c-3.2.12-cp312-cp312-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.12'" },
+  { url = "https://github.com/paperless-ngx/builder/releases/download/psycopg-trixie-3.3.0/psycopg_c-3.3.0-cp312-cp312-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.12'" },
 ]
 zxing-cpp = [
   { url = "https://github.com/paperless-ngx/builder/releases/download/zxing-2.3.0/zxing_cpp-2.3.0-cp312-cp312-linux_x86_64.whl", marker = "sys_platform == 'linux' and platform_machine == 'x86_64' and python_version == '3.12'" },
   { url = "https://github.com/paperless-ngx/builder/releases/download/zxing-2.3.0/zxing_cpp-2.3.0-cp312-cp312-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.12'" },
 ]
 
+torch = [
+  { index = "pytorch-cpu" },
+]
+
+[[tool.uv.index]]
+name = "pytorch-cpu"
+url = "https://download.pytorch.org/whl/cpu"
+explicit = true
+
 [tool.ruff]
 target-version = "py310"
 line-length = 88
@@ -239,14 +258,18 @@ lint.isort.force-single-line = true
 
 [tool.codespell]
 write-changes = true
-ignore-words-list = "criterias,afterall,valeu,ureue,equest,ure,assertIn,Oktober"
+ignore-words-list = "criterias,afterall,valeu,ureue,equest,ure,assertIn,Oktober,commitish"
 skip = "src-ui/src/locale/*,src-ui/pnpm-lock.yaml,src-ui/e2e/*,src/paperless_mail/tests/samples/*,src/documents/tests/samples/*,*.po,*.json"
 
-[tool.pytest.ini_options]
+[tool.pytest]
-minversion = "8.0"
+minversion = "9.0"
-pythonpath = [
+pythonpath = [ "src" ]
-  "src",
+
-]
+strict_config = true
+strict_markers = true
+strict_parametrization_ids = true
+strict_xfail = true
+
 testpaths = [
   "src/documents/tests/",
   "src/paperless/tests/",
@@ -255,7 +278,9 @@ testpaths = [
   "src/paperless_tika/tests",
   "src/paperless_text/tests/",
   "src/paperless_remote/tests/",
+  "src/paperless_ai/tests",
 ]
+
 addopts = [
   "--pythonwarnings=all",
   "--cov",
@@ -263,15 +288,26 @@ addopts = [
   "--cov-report=xml",
   "--numprocesses=auto",
   "--maxprocesses=16",
-  "--quiet",
+  "--dist=loadscope",
   "--durations=50",
+  "--durations-min=0.5",
   "--junitxml=junit.xml",
-  "-o junit_family=legacy",
+  "-o",
+  "junit_family=legacy",
 ]
+
 norecursedirs = [ "src/locale/", ".venv/", "src-ui/" ]
 
 DJANGO_SETTINGS_MODULE = "paperless.settings"
 
+markers = [
+  "live: Integration tests requiring external services (Gotenberg, Tika, nginx, etc)",
+  "nginx: Tests that make HTTP requests to the local nginx service",
+  "gotenberg: Tests requiring Gotenberg service",
+  "tika: Tests requiring Tika service",
+  "greenmail: Tests requiring Greenmail service",
+]
+
 [tool.pytest_env]
 PAPERLESS_DISABLE_DBHANDLER = "true"
 PAPERLESS_CACHE_BACKEND = "django.core.cache.backends.locmem.LocMemCache"

src-ui/package.json

@@ -1,6 +1,6 @@
 {
   "name": "paperless-ngx-ui",
-  "version": "2.20.3",
+  "version": "2.20.5",
   "scripts": {
     "preinstall": "npx only-allow pnpm",
     "ng": "ng",

src-ui/src/app/components/admin/config/config.component.html

@@ -35,8 +35,12 @@
                                                     @case (ConfigOptionType.String) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
                                                     @case (ConfigOptionType.JSON) { <pngx-input-text [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-text> }
                                                     @case (ConfigOptionType.File) { <pngx-input-file [formControlName]="option.key" (upload)="uploadFile($event, option.key)" [error]="errors[option.key]"></pngx-input-file> }
+                                                    @case (ConfigOptionType.Password) { <pngx-input-password [formControlName]="option.key" [error]="errors[option.key]"></pngx-input-password> }
                                                 }
                                             </div>
+                                            @if (option.note) {
+                                                <div class="form-text fst-italic">{{option.note}}</div>
+                                            }
                                         </div>
                                     </div>
                                 </div>

src-ui/src/app/components/admin/config/config.component.ts

@@ -29,6 +29,7 @@ import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { FileComponent } from '../../common/input/file/file.component'
 import { NumberComponent } from '../../common/input/number/number.component'
+import { PasswordComponent } from '../../common/input/password/password.component'
 import { SelectComponent } from '../../common/input/select/select.component'
 import { SwitchComponent } from '../../common/input/switch/switch.component'
 import { TextComponent } from '../../common/input/text/text.component'
@@ -46,6 +47,7 @@ import { LoadingComponentWithPermissions } from '../../loading-component/loading
     TextComponent,
     NumberComponent,
     FileComponent,
+    PasswordComponent,
     AsyncPipe,
     NgbNavModule,
     FormsModule,

src-ui/src/app/components/admin/settings/settings.component.html

@@ -103,22 +103,6 @@
             </div>
 
             <div class="row mb-3">
-              <div class="col-md-3 col-form-label pt-0">
-                <span i18n>Items per page</span>
-              </div>
-              <div class="col">
-
-                <select class="form-select" formControlName="documentListItemPerPage">
-                  <option [ngValue]="10">10</option>
-                  <option [ngValue]="25">25</option>
-                  <option [ngValue]="50">50</option>
-                  <option [ngValue]="100">100</option>
-                </select>
-
-              </div>
-            </div>
-
-            <div class="row">
               <div class="col-md-3 col-form-label pt-0">
                 <span i18n>Sidebar</span>
               </div>
@@ -153,8 +137,28 @@
                 </button>
               </div>
             </div>
+          </div>
+          <div class="col-xl-6 ps-xl-5">
+            <h5 class="mt-3 mt-md-0" i18n>Global search</h5>
+            <div class="row">
+              <div class="col">
+                <pngx-input-check i18n-title title="Do not include advanced search results" formControlName="searchDbOnly"></pngx-input-check>
+              </div>
+            </div>
 
-            <h5 class="mt-3" id="update-checking" i18n>Update checking</h5>
+            <div class="row mb-3">
+              <div class="col-md-3 col-form-label pt-0">
+                <span i18n>Full search links to</span>
+              </div>
+              <div class="col mb-3">
+                <select class="form-select" formControlName="searchLink">
+                  <option [ngValue]="GlobalSearchType.TITLE_CONTENT" i18n>Title and content search</option>
+                  <option [ngValue]="GlobalSearchType.ADVANCED" i18n>Advanced search</option>
+                </select>
+              </div>
+            </div>
+
+            <h5 class="mt-3 mt-md-0" id="update-checking" i18n>Update checking</h5>
             <div class="row mb-3">
               <div class="col d-flex flex-row align-items-start">
                 <pngx-input-check i18n-title title="Enable update checking" formControlName="updateCheckingEnabled"></pngx-input-check>
@@ -179,11 +183,33 @@
                 <pngx-input-check i18n-title title="Show document counts in sidebar saved views" formControlName="sidebarViewsShowCount"></pngx-input-check>
               </div>
             </div>
-
           </div>
-          <div class="col-xl-6 ps-xl-5">
+        </div>
-            <h5 class="mt-3 mt-md-0" i18n>Document editing</h5>
 
+      </ng-template>
+    </li>
+
+    <li [ngbNavItem]="SettingsNavIDs.Documents">
+      <a ngbNavLink i18n>Documents</a>
+      <ng-template ngbNavContent>
+        <div class="row">
+          <div class="col-xl-6 pe-xl-5">
+            <h5 i18n>Documents</h5>
+            <div class="row mb-3">
+              <div class="col-md-3 col-form-label pt-0">
+                <span i18n>Items per page</span>
+              </div>
+              <div class="col">
+                <select class="form-select" formControlName="documentListItemPerPage">
+                  <option [ngValue]="10">10</option>
+                  <option [ngValue]="25">25</option>
+                  <option [ngValue]="50">50</option>
+                  <option [ngValue]="100">100</option>
+                </select>
+              </div>
+            </div>
+
+            <h5 class="mt-3" i18n>Document editing</h5>
             <div class="row">
               <div class="col">
                 <pngx-input-check i18n-title title="Use PDF viewer provided by the browser" i18n-hint hint="This is usually faster for displaying large PDF documents, but it might not work on some browsers." formControlName="useNativePdfViewer"></pngx-input-check>
@@ -209,31 +235,32 @@
               </div>
             </div>
 
-            <div class="row mb-3">
+            <div class="row">
               <div class="col">
                 <pngx-input-check i18n-title title="Show document thumbnail during loading" formControlName="documentEditingOverlayThumbnail"></pngx-input-check>
               </div>
             </div>
 
-            <h5 class="mt-3" i18n>Global search</h5>
-            <div class="row">
-              <div class="col">
-                <pngx-input-check i18n-title title="Do not include advanced search results" formControlName="searchDbOnly"></pngx-input-check>
-              </div>
-            </div>
-
             <div class="row mb-3">
-              <div class="col-md-3 col-form-label pt-0">
+              <div class="col">
-                <span i18n>Full search links to</span>
+                <p class="mb-2" i18n>Built-in fields to show:</p>
+                @for (option of documentDetailFieldOptions; track option.id) {
+                  <div class="form-check ms-3">
+                    <input class="form-check-input" type="checkbox"
+                      [id]="'documentDetailField-' + option.id"
+                      [checked]="isDocumentDetailFieldShown(option.id)"
+                      (change)="toggleDocumentDetailField(option.id, $event.target.checked)" />
+                    <label class="form-check-label" [for]="'documentDetailField-' + option.id">
+                      {{ option.label }}
+                    </label>
+                  </div>
+                }
+                <p class="small text-muted mt-1" i18n>Uncheck fields to hide them on the document details page.</p>
               </div>
-              <div class="col mb-3">
-                <select class="form-select" formControlName="searchLink">
-                  <option [ngValue]="GlobalSearchType.TITLE_CONTENT" i18n>Title and content search</option>
-                  <option [ngValue]="GlobalSearchType.ADVANCED" i18n>Advanced search</option>
-                </select>
             </div>
           </div>
 
+          <div class="col-xl-6 ps-xl-5">
             <h5 class="mt-3" i18n>Bulk editing</h5>
             <div class="row mb-3">
               <div class="col">
@@ -242,16 +269,27 @@
               </div>
             </div>
 
+            <h5 class="mt-3" i18n>PDF Editor</h5>
+            <div class="row">
+              <div class="col-md-3 col-form-label pt-0">
+                <span i18n>Default editing mode</span>
+              </div>
+              <div class="col">
+                <select class="form-select" formControlName="pdfEditorDefaultEditMode">
+                  <option [ngValue]="PdfEditorEditMode.Create" i18n>Create new document(s)</option>
+                  <option [ngValue]="PdfEditorEditMode.Update" i18n>Update existing document</option>
+                </select>
+              </div>
+            </div>
+
             <h5 class="mt-3" i18n>Notes</h5>
             <div class="row mb-3">
               <div class="col">
                 <pngx-input-check i18n-title title="Enable notes" formControlName="notesEnabled"></pngx-input-check>
               </div>
             </div>
-
           </div>
         </div>
-
       </ng-template>
     </li>
 

src-ui/src/app/components/admin/settings/settings.component.spec.ts

@@ -91,6 +91,9 @@ const status: SystemStatus = {
     sanity_check_status: SystemStatusItemStatus.ERROR,
     sanity_check_last_run: new Date().toISOString(),
     sanity_check_error: 'Error running sanity check.',
+    llmindex_status: SystemStatusItemStatus.DISABLED,
+    llmindex_last_modified: new Date().toISOString(),
+    llmindex_error: null,
   },
 }
 
@@ -198,9 +201,9 @@ describe('SettingsComponent', () => {
     const navigateSpy = jest.spyOn(router, 'navigate')
     const tabButtons = fixture.debugElement.queryAll(By.directive(NgbNavLink))
     tabButtons[1].nativeElement.dispatchEvent(new MouseEvent('click'))
-    expect(navigateSpy).toHaveBeenCalledWith(['settings', 'permissions'])
+    expect(navigateSpy).toHaveBeenCalledWith(['settings', 'documents'])
     tabButtons[2].nativeElement.dispatchEvent(new MouseEvent('click'))
-    expect(navigateSpy).toHaveBeenCalledWith(['settings', 'notifications'])
+    expect(navigateSpy).toHaveBeenCalledWith(['settings', 'permissions'])
 
     const initSpy = jest.spyOn(component, 'initialize')
     component.isDirty = true // mock dirty
@@ -210,8 +213,8 @@ describe('SettingsComponent', () => {
     expect(initSpy).not.toHaveBeenCalled()
 
     navigateSpy.mockResolvedValueOnce(true) // nav accepted even though dirty
-    tabButtons[1].nativeElement.dispatchEvent(new MouseEvent('click'))
+    tabButtons[2].nativeElement.dispatchEvent(new MouseEvent('click'))
-    expect(navigateSpy).toHaveBeenCalledWith(['settings', 'notifications'])
+    expect(navigateSpy).toHaveBeenCalledWith(['settings', 'permissions'])
     expect(initSpy).toHaveBeenCalled()
   })
 
@@ -223,7 +226,7 @@ describe('SettingsComponent', () => {
     activatedRoute.snapshot.fragment = '#notifications'
     const scrollSpy = jest.spyOn(viewportScroller, 'scrollToAnchor')
     component.ngOnInit()
-    expect(component.activeNavID).toEqual(3) // Notifications
+    expect(component.activeNavID).toEqual(4) // Notifications
     component.ngAfterViewInit()
     expect(scrollSpy).toHaveBeenCalledWith('#notifications')
   })
@@ -248,7 +251,7 @@ describe('SettingsComponent', () => {
     expect(toastErrorSpy).toHaveBeenCalled()
     expect(storeSpy).toHaveBeenCalled()
     expect(appearanceSettingsSpy).not.toHaveBeenCalled()
-    expect(setSpy).toHaveBeenCalledTimes(30)
+    expect(setSpy).toHaveBeenCalledTimes(32)
 
     // succeed
     storeSpy.mockReturnValueOnce(of(true))
@@ -363,4 +366,22 @@ describe('SettingsComponent', () => {
     settingsService.settingsSaved.emit(true)
     expect(maybeRefreshSpy).toHaveBeenCalled()
   })
+
+  it('should support toggling document detail fields', () => {
+    completeSetup()
+    const field = 'storage_path'
+    expect(
+      component.settingsForm.get('documentDetailsHiddenFields').value.length
+    ).toEqual(0)
+    component.toggleDocumentDetailField(field, false)
+    expect(
+      component.settingsForm.get('documentDetailsHiddenFields').value.length
+    ).toEqual(1)
+    expect(component.isDocumentDetailFieldShown(field)).toBeFalsy()
+    component.toggleDocumentDetailField(field, true)
+    expect(
+      component.settingsForm.get('documentDetailsHiddenFields').value.length
+    ).toEqual(0)
+    expect(component.isDocumentDetailFieldShown(field)).toBeTruthy()
+  })
 })

src-ui/src/app/components/admin/settings/settings.component.ts

@@ -64,15 +64,16 @@ import { PermissionsGroupComponent } from '../../common/input/permissions/permis
 import { PermissionsUserComponent } from '../../common/input/permissions/permissions-user/permissions-user.component'
 import { SelectComponent } from '../../common/input/select/select.component'
 import { PageHeaderComponent } from '../../common/page-header/page-header.component'
+import { PdfEditorEditMode } from '../../common/pdf-editor/pdf-editor-edit-mode'
 import { SystemStatusDialogComponent } from '../../common/system-status-dialog/system-status-dialog.component'
-import { ZoomSetting } from '../../document-detail/document-detail.component'
+import { ZoomSetting } from '../../document-detail/zoom-setting'
 import { ComponentWithPermissions } from '../../with-permissions/with-permissions.component'
 
 enum SettingsNavIDs {
   General = 1,
-  Permissions = 2,
+  Documents = 2,
-  Notifications = 3,
+  Permissions = 3,
-  SavedViews = 4,
+  Notifications = 4,
 }
 
 const systemLanguage = { code: '', name: $localize`Use system language` }
@@ -81,6 +82,25 @@ const systemDateFormat = {
   name: $localize`Use date format of display language`,
 }
 
+export enum DocumentDetailFieldID {
+  ArchiveSerialNumber = 'archive_serial_number',
+  Correspondent = 'correspondent',
+  DocumentType = 'document_type',
+  StoragePath = 'storage_path',
+  Tags = 'tags',
+}
+
+const documentDetailFieldOptions = [
+  {
+    id: DocumentDetailFieldID.ArchiveSerialNumber,
+    label: $localize`Archive serial number`,
+  },
+  { id: DocumentDetailFieldID.Correspondent, label: $localize`Correspondent` },
+  { id: DocumentDetailFieldID.DocumentType, label: $localize`Document type` },
+  { id: DocumentDetailFieldID.StoragePath, label: $localize`Storage path` },
+  { id: DocumentDetailFieldID.Tags, label: $localize`Tags` },
+]
+
 @Component({
   selector: 'pngx-settings',
   templateUrl: './settings.component.html',
@@ -144,8 +164,10 @@ export class SettingsComponent
     defaultPermsEditGroups: new FormControl(null),
     useNativePdfViewer: new FormControl(null),
     pdfViewerDefaultZoom: new FormControl(null),
+    pdfEditorDefaultEditMode: new FormControl(null),
     documentEditingRemoveInboxTags: new FormControl(null),
     documentEditingOverlayThumbnail: new FormControl(null),
+    documentDetailsHiddenFields: new FormControl([]),
     searchDbOnly: new FormControl(null),
     searchLink: new FormControl(null),
 
@@ -176,6 +198,10 @@ export class SettingsComponent
 
   public readonly ZoomSetting = ZoomSetting
 
+  public readonly PdfEditorEditMode = PdfEditorEditMode
+
+  public readonly documentDetailFieldOptions = documentDetailFieldOptions
+
   get systemStatusHasErrors(): boolean {
     return (
       this.systemStatus.database.status === SystemStatusItemStatus.ERROR ||
@@ -292,6 +318,9 @@ export class SettingsComponent
       pdfViewerDefaultZoom: this.settings.get(
         SETTINGS_KEYS.PDF_VIEWER_ZOOM_SETTING
       ),
+      pdfEditorDefaultEditMode: this.settings.get(
+        SETTINGS_KEYS.PDF_EDITOR_DEFAULT_EDIT_MODE
+      ),
       displayLanguage: this.settings.getLanguage(),
       dateLocale: this.settings.get(SETTINGS_KEYS.DATE_LOCALE),
       dateFormat: this.settings.get(SETTINGS_KEYS.DATE_FORMAT),
@@ -336,6 +365,9 @@ export class SettingsComponent
       documentEditingOverlayThumbnail: this.settings.get(
         SETTINGS_KEYS.DOCUMENT_EDITING_OVERLAY_THUMBNAIL
       ),
+      documentDetailsHiddenFields: this.settings.get(
+        SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS
+      ),
       searchDbOnly: this.settings.get(SETTINGS_KEYS.SEARCH_DB_ONLY),
       searchLink: this.settings.get(SETTINGS_KEYS.SEARCH_FULL_TYPE),
     }
@@ -458,6 +490,10 @@ export class SettingsComponent
       SETTINGS_KEYS.PDF_VIEWER_ZOOM_SETTING,
       this.settingsForm.value.pdfViewerDefaultZoom
     )
+    this.settings.set(
+      SETTINGS_KEYS.PDF_EDITOR_DEFAULT_EDIT_MODE,
+      this.settingsForm.value.pdfEditorDefaultEditMode
+    )
     this.settings.set(
       SETTINGS_KEYS.DATE_LOCALE,
       this.settingsForm.value.dateLocale
@@ -526,6 +562,10 @@ export class SettingsComponent
       SETTINGS_KEYS.DOCUMENT_EDITING_OVERLAY_THUMBNAIL,
       this.settingsForm.value.documentEditingOverlayThumbnail
     )
+    this.settings.set(
+      SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS,
+      this.settingsForm.value.documentDetailsHiddenFields
+    )
     this.settings.set(
       SETTINGS_KEYS.SEARCH_DB_ONLY,
       this.settingsForm.value.searchDbOnly
@@ -587,6 +627,26 @@ export class SettingsComponent
     this.settingsForm.get('themeColor').patchValue('')
   }
 
+  isDocumentDetailFieldShown(fieldId: string): boolean {
+    const hiddenFields =
+      this.settingsForm.value.documentDetailsHiddenFields || []
+    return !hiddenFields.includes(fieldId)
+  }
+
+  toggleDocumentDetailField(fieldId: string, checked: boolean) {
+    const hiddenFields = new Set(
+      this.settingsForm.value.documentDetailsHiddenFields || []
+    )
+    if (checked) {
+      hiddenFields.delete(fieldId)
+    } else {
+      hiddenFields.add(fieldId)
+    }
+    this.settingsForm
+      .get('documentDetailsHiddenFields')
+      .setValue(Array.from(hiddenFields))
+  }
+
   showSystemStatus() {
     const modal: NgbModalRef = this.modalService.open(
       SystemStatusDialogComponent,

src-ui/src/app/components/admin/tasks/tasks.component.html

@@ -97,6 +97,12 @@
                   <br/><em>(<ng-container i18n>click for full output</ng-container>)</em>
                 }
               </ng-template>
+              @if (task.duplicate_documents?.length > 0) {
+                <div class="small text-warning-emphasis d-flex align-items-center gap-1">
+                  <i-bs class="lh-1" width="1em" height="1em" name="exclamation-triangle"></i-bs>
+                  <span i18n>Duplicate(s) detected</span>
+                </div>
+              }
             </td>
           }
           <td class="d-lg-none">

src-ui/src/app/components/app-frame/app-frame.component.html

@@ -30,6 +30,9 @@
     </div>
   </div>
   <ul ngbNav class="order-sm-3">
+    @if (aiEnabled) {
+      <pngx-chat></pngx-chat>
+    }
     <pngx-toasts-dropdown></pngx-toasts-dropdown>
     <li ngbDropdown class="nav-item dropdown">
       <button class="btn ps-1 border-0" id="userDropdown" ngbDropdownToggle>

src-ui/src/app/components/app-frame/app-frame.component.scss

@@ -248,7 +248,7 @@ main {
   }
 }
 
-@media screen and (min-width: 366px) and (max-width: 768px) {
+@media screen and (min-width: 376px) and (max-width: 768px) {
   .navbar-toggler {
     // compensate for 2 buttons on the right
     margin-right: 45px;

src-ui/src/app/components/app-frame/app-frame.component.ts

@@ -44,6 +44,7 @@ import { SettingsService } from 'src/app/services/settings.service'
 import { TasksService } from 'src/app/services/tasks.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { environment } from 'src/environments/environment'
+import { ChatComponent } from '../chat/chat/chat.component'
 import { ProfileEditDialogComponent } from '../common/profile-edit-dialog/profile-edit-dialog.component'
 import { DocumentDetailComponent } from '../document-detail/document-detail.component'
 import { ComponentWithPermissions } from '../with-permissions/with-permissions.component'
@@ -59,6 +60,7 @@ import { ToastsDropdownComponent } from './toasts-dropdown/toasts-dropdown.compo
     DocumentTitlePipe,
     IfPermissionsDirective,
     ToastsDropdownComponent,
+    ChatComponent,
     RouterModule,
     NgClass,
     NgbDropdownModule,
@@ -184,6 +186,10 @@ export class AppFrameComponent
       })
   }
 
+  get aiEnabled(): boolean {
+    return this.settingsService.get(SETTINGS_KEYS.AI_ENABLED)
+  }
+
   closeMenu() {
     this.isMenuCollapsed = true
   }

src-ui/src/app/components/app-frame/toasts-dropdown/toasts-dropdown.component.html

@@ -1,5 +1,5 @@
 
-<li ngbDropdown class="nav-item" (openChange)="onOpenChange($event)">
+<li ngbDropdown class="nav-item mx-1" (openChange)="onOpenChange($event)">
   @if (toasts.length) {
     <span class="badge rounded-pill z-3 pe-none bg-secondary me-2 position-absolute top-0 left-0">{{ toasts.length }}</span>
   }

src-ui/src/app/components/chat/chat/chat.component.html

@@ -0,0 +1,35 @@
+
+<li ngbDropdown class="nav-item me-n2" (openChange)="onOpenChange($event)">
+  <button class="btn border-0" id="chatDropdown" ngbDropdownToggle>
+    <i-bs width="1.3em" height="1.3em" name="chatSquareDots"></i-bs>
+  </button>
+  <div ngbDropdownMenu class="dropdown-menu-end shadow p-3" aria-labelledby="chatDropdown">
+    <div class="chat-container bg-light p-2">
+      <div class="chat-messages font-monospace small">
+        @for (message of messages; track message) {
+          <div class="message d-flex flex-row small" [class.justify-content-end]="message.role === 'user'">
+            <span class="p-2 m-2" [class.bg-dark]="message.role === 'user'">
+              {{ message.content }}
+              @if (message.isStreaming) { <span class="blinking-cursor">|</span> }
+            </span>
+          </div>
+        }
+        <div #scrollAnchor></div>
+      </div>
+
+      <form class="chat-input">
+        <div class="input-group">
+          <input
+            #chatInput
+            class="form-control form-control-sm" name="chatInput" type="text"
+            [placeholder]="placeholder"
+            [disabled]="loading"
+            [(ngModel)]="input"
+            (keydown)="searchInputKeyDown($event)"
+            />
+          <button class="btn btn-sm btn-secondary" type="button" (click)="sendMessage()" [disabled]="loading">Send</button>
+        </div>
+      </form>
+    </div>
+  </div>
+</li>

src-ui/src/app/components/chat/chat/chat.component.scss

@@ -0,0 +1,37 @@
+.dropdown-menu {
+  width: var(--pngx-toast-max-width);
+}
+
+.chat-messages {
+  max-height: 350px;
+  overflow-y: auto;
+}
+
+.dropdown-toggle::after {
+  display: none;
+}
+
+.dropdown-item {
+  white-space: initial;
+}
+
+@media screen and (max-width: 400px) {
+  :host ::ng-deep .dropdown-menu-end {
+    right: -3rem;
+  }
+}
+
+.blinking-cursor {
+  font-weight: bold;
+  font-size: 1.2em;
+  animation: blink 1s step-end infinite;
+}
+
+@keyframes blink {
+  from, to {
+    opacity: 0;
+  }
+  50% {
+    opacity: 1;
+  }
+}

src-ui/src/app/components/chat/chat/chat.component.spec.ts

@@ -0,0 +1,132 @@
+import { provideHttpClient, withInterceptorsFromDi } from '@angular/common/http'
+import { provideHttpClientTesting } from '@angular/common/http/testing'
+import { ElementRef } from '@angular/core'
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { NavigationEnd, Router } from '@angular/router'
+import { allIcons, NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { Subject } from 'rxjs'
+import { ChatService } from 'src/app/services/chat.service'
+import { ChatComponent } from './chat.component'
+
+describe('ChatComponent', () => {
+  let component: ChatComponent
+  let fixture: ComponentFixture<ChatComponent>
+  let chatService: ChatService
+  let router: Router
+  let routerEvents$: Subject<NavigationEnd>
+  let mockStream$: Subject<string>
+
+  beforeEach(async () => {
+    TestBed.configureTestingModule({
+      imports: [NgxBootstrapIconsModule.pick(allIcons), ChatComponent],
+      providers: [
+        provideHttpClient(withInterceptorsFromDi()),
+        provideHttpClientTesting(),
+      ],
+    }).compileComponents()
+
+    fixture = TestBed.createComponent(ChatComponent)
+    router = TestBed.inject(Router)
+    routerEvents$ = new Subject<any>()
+    jest
+      .spyOn(router, 'events', 'get')
+      .mockReturnValue(routerEvents$.asObservable())
+    chatService = TestBed.inject(ChatService)
+    mockStream$ = new Subject<string>()
+    jest
+      .spyOn(chatService, 'streamChat')
+      .mockReturnValue(mockStream$.asObservable())
+    component = fixture.componentInstance
+
+    jest.useFakeTimers()
+
+    fixture.detectChanges()
+
+    component.scrollAnchor.nativeElement.scrollIntoView = jest.fn()
+  })
+
+  it('should update documentId on initialization', () => {
+    jest.spyOn(router, 'url', 'get').mockReturnValue('/documents/123')
+    component.ngOnInit()
+    expect(component.documentId).toBe(123)
+  })
+
+  it('should update documentId on navigation', () => {
+    component.ngOnInit()
+    routerEvents$.next(new NavigationEnd(1, '/documents/456', '/documents/456'))
+    expect(component.documentId).toBe(456)
+  })
+
+  it('should return correct placeholder based on documentId', () => {
+    component.documentId = 123
+    expect(component.placeholder).toBe('Ask a question about this document...')
+    component.documentId = undefined
+    expect(component.placeholder).toBe('Ask a question about a document...')
+  })
+
+  it('should send a message and handle streaming response', () => {
+    component.input = 'Hello'
+    component.sendMessage()
+
+    expect(component.messages.length).toBe(2)
+    expect(component.messages[0].content).toBe('Hello')
+    expect(component.loading).toBe(true)
+
+    mockStream$.next('Hi')
+    expect(component.messages[1].content).toBe('H')
+    mockStream$.next('Hi there')
+    // advance time to process the typewriter effect
+    jest.advanceTimersByTime(1000)
+    expect(component.messages[1].content).toBe('Hi there')
+
+    mockStream$.complete()
+    expect(component.loading).toBe(false)
+    expect(component.messages[1].isStreaming).toBe(false)
+  })
+
+  it('should handle errors during streaming', () => {
+    component.input = 'Hello'
+    component.sendMessage()
+
+    mockStream$.error('Error')
+    expect(component.messages[1].content).toContain(
+      '⚠️ Error receiving response.'
+    )
+    expect(component.loading).toBe(false)
+  })
+
+  it('should enqueue typewriter chunks correctly', () => {
+    const message = { content: '', role: 'assistant', isStreaming: true }
+    component.enqueueTypewriter(null, message as any) // coverage for null
+    component.enqueueTypewriter('Hello', message as any)
+    expect(component['typewriterBuffer'].length).toBe(4)
+  })
+
+  it('should scroll to bottom after sending a message', () => {
+    const scrollSpy = jest.spyOn(
+      ChatComponent.prototype as any,
+      'scrollToBottom'
+    )
+    component.input = 'Test'
+    component.sendMessage()
+    expect(scrollSpy).toHaveBeenCalled()
+  })
+
+  it('should focus chat input when dropdown is opened', () => {
+    const focus = jest.fn()
+    component.chatInput = {
+      nativeElement: { focus: focus },
+    } as unknown as ElementRef<HTMLInputElement>
+
+    component.onOpenChange(true)
+    jest.advanceTimersByTime(15)
+    expect(focus).toHaveBeenCalled()
+  })
+
+  it('should send message on Enter key press', () => {
+    jest.spyOn(component, 'sendMessage')
+    const event = new KeyboardEvent('keydown', { key: 'Enter' })
+    component.searchInputKeyDown(event)
+    expect(component.sendMessage).toHaveBeenCalled()
+  })
+})

src-ui/src/app/components/chat/chat/chat.component.ts

@@ -0,0 +1,140 @@
+import { Component, ElementRef, inject, OnInit, ViewChild } from '@angular/core'
+import { FormsModule, ReactiveFormsModule } from '@angular/forms'
+import { NavigationEnd, Router } from '@angular/router'
+import { NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
+import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { filter, map } from 'rxjs'
+import { ChatMessage, ChatService } from 'src/app/services/chat.service'
+
+@Component({
+  selector: 'pngx-chat',
+  imports: [
+    FormsModule,
+    ReactiveFormsModule,
+    NgxBootstrapIconsModule,
+    NgbDropdownModule,
+  ],
+  templateUrl: './chat.component.html',
+  styleUrl: './chat.component.scss',
+})
+export class ChatComponent implements OnInit {
+  public messages: ChatMessage[] = []
+  public loading = false
+  public input: string = ''
+  public documentId!: number
+
+  private chatService: ChatService = inject(ChatService)
+  private router: Router = inject(Router)
+
+  @ViewChild('scrollAnchor') scrollAnchor!: ElementRef<HTMLDivElement>
+  @ViewChild('chatInput') chatInput!: ElementRef<HTMLInputElement>
+
+  private typewriterBuffer: string[] = []
+  private typewriterActive = false
+
+  public get placeholder(): string {
+    return this.documentId
+      ? $localize`Ask a question about this document...`
+      : $localize`Ask a question about a document...`
+  }
+
+  ngOnInit(): void {
+    this.updateDocumentId(this.router.url)
+    this.router.events
+      .pipe(
+        filter((event) => event instanceof NavigationEnd),
+        map((event) => (event as NavigationEnd).url)
+      )
+      .subscribe((url) => {
+        this.updateDocumentId(url)
+      })
+  }
+
+  private updateDocumentId(url: string): void {
+    const docIdRe = url.match(/^\/documents\/(\d+)/)
+    this.documentId = docIdRe ? +docIdRe[1] : undefined
+  }
+
+  sendMessage(): void {
+    if (!this.input.trim()) return
+
+    const userMessage: ChatMessage = { role: 'user', content: this.input }
+    this.messages.push(userMessage)
+    this.scrollToBottom()
+
+    const assistantMessage: ChatMessage = {
+      role: 'assistant',
+      content: '',
+      isStreaming: true,
+    }
+    this.messages.push(assistantMessage)
+    this.loading = true
+
+    let lastPartialLength = 0
+
+    this.chatService.streamChat(this.documentId, this.input).subscribe({
+      next: (chunk) => {
+        const delta = chunk.substring(lastPartialLength)
+        lastPartialLength = chunk.length
+        this.enqueueTypewriter(delta, assistantMessage)
+      },
+      error: () => {
+        assistantMessage.content += '\n\n⚠️ Error receiving response.'
+        assistantMessage.isStreaming = false
+        this.loading = false
+      },
+      complete: () => {
+        assistantMessage.isStreaming = false
+        this.loading = false
+        this.scrollToBottom()
+      },
+    })
+
+    this.input = ''
+  }
+
+  enqueueTypewriter(chunk: string, message: ChatMessage): void {
+    if (!chunk) return
+
+    this.typewriterBuffer.push(...chunk.split(''))
+
+    if (!this.typewriterActive) {
+      this.typewriterActive = true
+      this.playTypewriter(message)
+    }
+  }
+
+  playTypewriter(message: ChatMessage): void {
+    if (this.typewriterBuffer.length === 0) {
+      this.typewriterActive = false
+      return
+    }
+
+    const nextChar = this.typewriterBuffer.shift()
+    message.content += nextChar
+    this.scrollToBottom()
+
+    setTimeout(() => this.playTypewriter(message), 10) // 10ms per character
+  }
+
+  private scrollToBottom(): void {
+    setTimeout(() => {
+      this.scrollAnchor?.nativeElement?.scrollIntoView({ behavior: 'smooth' })
+    }, 50)
+  }
+
+  public onOpenChange(open: boolean): void {
+    if (open) {
+      setTimeout(() => {
+        this.chatInput.nativeElement.focus()
+      }, 10)
+    }
+  }
+
+  public searchInputKeyDown(event: KeyboardEvent) {
+    if (event.key === 'Enter') {
+      event.preventDefault()
+      this.sendMessage()
+    }
+  }
+}

src-ui/src/app/components/common/custom-fields-dropdown/custom-fields-dropdown.component.html

@@ -1,7 +1,7 @@
-<div ngbDropdown #fieldDropdown="ngbDropdown" (openChange)="onOpenClose($event)" [popperOptions]="popperOptions" placement="bottom-end">
+<div ngbDropdown #fieldDropdown="ngbDropdown" (openChange)="onOpenClose($event)" [popperOptions]="popperOptions">
-    <button class="btn btn-sm btn-outline-primary" id="customFieldsDropdown" [disabled]="disabled" ngbDropdownToggle>
+    <button type="button" class="btn btn-sm btn-outline-primary" id="customFieldsDropdown" [disabled]="disabled" ngbDropdownToggle>
       <i-bs name="ui-radios"></i-bs>
-      <div class="d-none d-sm-inline">&nbsp;<ng-container i18n>Custom Fields</ng-container></div>
+      <div class="d-none d-lg-inline">&nbsp;<ng-container i18n>Custom Fields</ng-container></div>
     </button>
     <div ngbDropdownMenu aria-labelledby="customFieldsDropdown" class="shadow custom-fields-dropdown">
         <div class="list-group list-group-flush" (keydown)="listKeyDown($event)">

src-ui/src/app/components/common/dates-dropdown/dates-dropdown.component.html

@@ -164,9 +164,11 @@
     {{ item.name }}
     <span class="ms-auto text-muted small">
       @if (item.dateEnd) {
-        {{ item.date | customDate:'MMM d' }} &ndash; {{ item.dateEnd | customDate:'mediumDate' }}
+        {{ item.date | customDate:'mediumDate' }} &ndash; {{ item.dateEnd | customDate:'mediumDate' }}
+      } @else if (item.dateTilNow) {
+        {{ item.dateTilNow | customDate:'mediumDate' }} &ndash; <ng-container i18n>now</ng-container>
       } @else {
-        {{ item.date | customDate:'mediumDate' }} &ndash; <ng-container i18n>now</ng-container>
+        {{ item.date | customDate:'mediumDate' }}
       }
     </span>
   </div>

src-ui/src/app/components/common/dates-dropdown/dates-dropdown.component.ts

@@ -79,32 +79,34 @@ export class DatesDropdownComponent implements OnInit, OnDestroy {
     {
       id: RelativeDate.WITHIN_1_WEEK,
       name: $localize`Within 1 week`,
-      date: new Date().setDate(new Date().getDate() - 7),
+      dateTilNow: new Date().setDate(new Date().getDate() - 7),
     },
     {
       id: RelativeDate.WITHIN_1_MONTH,
       name: $localize`Within 1 month`,
-      date: new Date().setMonth(new Date().getMonth() - 1),
+      dateTilNow: new Date().setMonth(new Date().getMonth() - 1),
     },
     {
       id: RelativeDate.WITHIN_3_MONTHS,
       name: $localize`Within 3 months`,
-      date: new Date().setMonth(new Date().getMonth() - 3),
+      dateTilNow: new Date().setMonth(new Date().getMonth() - 3),
     },
     {
       id: RelativeDate.WITHIN_1_YEAR,
       name: $localize`Within 1 year`,
-      date: new Date().setFullYear(new Date().getFullYear() - 1),
+      dateTilNow: new Date().setFullYear(new Date().getFullYear() - 1),
     },
     {
       id: RelativeDate.THIS_YEAR,
       name: $localize`This year`,
       date: new Date('1/1/' + new Date().getFullYear()),
+      dateEnd: new Date('12/31/' + new Date().getFullYear()),
     },
     {
       id: RelativeDate.THIS_MONTH,
       name: $localize`This month`,
       date: new Date().setDate(1),
+      dateEnd: new Date(new Date().getFullYear(), new Date().getMonth() + 1, 0),
     },
     {
       id: RelativeDate.TODAY,

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.spec.ts

@@ -252,7 +252,7 @@ describe('WorkflowEditDialogComponent', () => {
     expect(component.object.actions.length).toEqual(2)
   })
 
-  it('should update order and remove ids from actions on drag n drop', () => {
+  it('should update order on drag n drop', () => {
     const action1 = workflow.actions[0]
     const action2 = workflow.actions[1]
     component.object = workflow
@@ -261,8 +261,6 @@ describe('WorkflowEditDialogComponent', () => {
       WorkflowAction[]
     >)
     expect(component.object.actions).toEqual([action2, action1])
-    expect(action1.id).toBeNull()
-    expect(action2.id).toBeNull()
   })
 
   it('should not include auto matching in algorithms', () => {
@@ -414,6 +412,9 @@ describe('WorkflowEditDialogComponent', () => {
       return newFilter
     }
 
+    const correspondentAny = addFilterOfType(TriggerFilterType.CorrespondentAny)
+    correspondentAny.get('values').setValue([11])
+
     const correspondentIs = addFilterOfType(TriggerFilterType.CorrespondentIs)
     correspondentIs.get('values').setValue(1)
 
@@ -423,12 +424,18 @@ describe('WorkflowEditDialogComponent', () => {
     const documentTypeIs = addFilterOfType(TriggerFilterType.DocumentTypeIs)
     documentTypeIs.get('values').setValue(1)
 
+    const documentTypeAny = addFilterOfType(TriggerFilterType.DocumentTypeAny)
+    documentTypeAny.get('values').setValue([12])
+
     const documentTypeNot = addFilterOfType(TriggerFilterType.DocumentTypeNot)
     documentTypeNot.get('values').setValue([1])
 
     const storagePathIs = addFilterOfType(TriggerFilterType.StoragePathIs)
     storagePathIs.get('values').setValue(1)
 
+    const storagePathAny = addFilterOfType(TriggerFilterType.StoragePathAny)
+    storagePathAny.get('values').setValue([13])
+
     const storagePathNot = addFilterOfType(TriggerFilterType.StoragePathNot)
     storagePathNot.get('values').setValue([1])
 
@@ -443,10 +450,13 @@ describe('WorkflowEditDialogComponent', () => {
     expect(formValues.triggers[0].filter_has_tags).toEqual([1])
     expect(formValues.triggers[0].filter_has_all_tags).toEqual([2, 3])
     expect(formValues.triggers[0].filter_has_not_tags).toEqual([4])
+    expect(formValues.triggers[0].filter_has_any_correspondents).toEqual([11])
     expect(formValues.triggers[0].filter_has_correspondent).toEqual(1)
     expect(formValues.triggers[0].filter_has_not_correspondents).toEqual([1])
+    expect(formValues.triggers[0].filter_has_any_document_types).toEqual([12])
     expect(formValues.triggers[0].filter_has_document_type).toEqual(1)
     expect(formValues.triggers[0].filter_has_not_document_types).toEqual([1])
+    expect(formValues.triggers[0].filter_has_any_storage_paths).toEqual([13])
     expect(formValues.triggers[0].filter_has_storage_path).toEqual(1)
     expect(formValues.triggers[0].filter_has_not_storage_paths).toEqual([1])
     expect(formValues.triggers[0].filter_custom_field_query).toEqual(
@@ -509,16 +519,22 @@ describe('WorkflowEditDialogComponent', () => {
 
     setFilter(TriggerFilterType.TagsAll, 11)
     setFilter(TriggerFilterType.TagsNone, 12)
+    setFilter(TriggerFilterType.CorrespondentAny, 16)
     setFilter(TriggerFilterType.CorrespondentNot, 13)
+    setFilter(TriggerFilterType.DocumentTypeAny, 17)
     setFilter(TriggerFilterType.DocumentTypeNot, 14)
+    setFilter(TriggerFilterType.StoragePathAny, 18)
     setFilter(TriggerFilterType.StoragePathNot, 15)
 
     const formValues = component['getFormValues']()
 
     expect(formValues.triggers[0].filter_has_all_tags).toEqual([11])
     expect(formValues.triggers[0].filter_has_not_tags).toEqual([12])
+    expect(formValues.triggers[0].filter_has_any_correspondents).toEqual([16])
     expect(formValues.triggers[0].filter_has_not_correspondents).toEqual([13])
+    expect(formValues.triggers[0].filter_has_any_document_types).toEqual([17])
     expect(formValues.triggers[0].filter_has_not_document_types).toEqual([14])
+    expect(formValues.triggers[0].filter_has_any_storage_paths).toEqual([18])
     expect(formValues.triggers[0].filter_has_not_storage_paths).toEqual([15])
   })
 
@@ -642,8 +658,11 @@ describe('WorkflowEditDialogComponent', () => {
       filter_has_tags: [],
       filter_has_all_tags: [],
       filter_has_not_tags: [],
+      filter_has_any_correspondents: [],
       filter_has_not_correspondents: [],
+      filter_has_any_document_types: [],
       filter_has_not_document_types: [],
+      filter_has_any_storage_paths: [],
       filter_has_not_storage_paths: [],
       filter_has_correspondent: null,
       filter_has_document_type: null,
@@ -701,11 +720,14 @@ describe('WorkflowEditDialogComponent', () => {
     trigger.filter_has_tags = [1]
     trigger.filter_has_all_tags = [2, 3]
     trigger.filter_has_not_tags = [4]
+    trigger.filter_has_any_correspondents = [10] as any
     trigger.filter_has_correspondent = 5 as any
     trigger.filter_has_not_correspondents = [6] as any
     trigger.filter_has_document_type = 7 as any
+    trigger.filter_has_any_document_types = [11] as any
     trigger.filter_has_not_document_types = [8] as any
     trigger.filter_has_storage_path = 9 as any
+    trigger.filter_has_any_storage_paths = [12] as any
     trigger.filter_has_not_storage_paths = [10] as any
     trigger.filter_custom_field_query = JSON.stringify([
       'AND',
@@ -716,8 +738,8 @@ describe('WorkflowEditDialogComponent', () => {
     component.ngOnInit()
     const triggerGroup = component.triggerFields.at(0) as FormGroup
     const filters = component.getFiltersFormArray(triggerGroup)
-    expect(filters.length).toBe(10)
+    expect(filters.length).toBe(13)
-    const customFieldFilter = filters.at(9) as FormGroup
+    const customFieldFilter = filters.at(12) as FormGroup
     expect(customFieldFilter.get('type').value).toBe(
       TriggerFilterType.CustomFieldQuery
     )
@@ -726,12 +748,27 @@ describe('WorkflowEditDialogComponent', () => {
   })
 
   it('should expose select metadata helpers', () => {
+    expect(component.isSelectMultiple(TriggerFilterType.CorrespondentAny)).toBe(
+      true
+    )
     expect(component.isSelectMultiple(TriggerFilterType.CorrespondentNot)).toBe(
       true
     )
     expect(component.isSelectMultiple(TriggerFilterType.CorrespondentIs)).toBe(
       false
     )
+    expect(component.isSelectMultiple(TriggerFilterType.DocumentTypeAny)).toBe(
+      true
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.DocumentTypeIs)).toBe(
+      false
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.StoragePathAny)).toBe(
+      true
+    )
+    expect(component.isSelectMultiple(TriggerFilterType.StoragePathIs)).toBe(
+      false
+    )
 
     component.correspondents = [{ id: 1, name: 'C1' } as any]
     component.documentTypes = [{ id: 2, name: 'DT' } as any]
@@ -743,9 +780,15 @@ describe('WorkflowEditDialogComponent', () => {
     expect(
       component.getFilterSelectItems(TriggerFilterType.DocumentTypeIs)
     ).toEqual(component.documentTypes)
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.DocumentTypeAny)
+    ).toEqual(component.documentTypes)
     expect(
       component.getFilterSelectItems(TriggerFilterType.StoragePathIs)
     ).toEqual(component.storagePaths)
+    expect(
+      component.getFilterSelectItems(TriggerFilterType.StoragePathAny)
+    ).toEqual(component.storagePaths)
     expect(component.getFilterSelectItems(TriggerFilterType.TagsAll)).toEqual(
       []
     )

src-ui/src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts

@@ -145,10 +145,13 @@ export enum TriggerFilterType {
   TagsAny = 'tags_any',
   TagsAll = 'tags_all',
   TagsNone = 'tags_none',
+  CorrespondentAny = 'correspondent_any',
   CorrespondentIs = 'correspondent_is',
   CorrespondentNot = 'correspondent_not',
+  DocumentTypeAny = 'document_type_any',
   DocumentTypeIs = 'document_type_is',
   DocumentTypeNot = 'document_type_not',
+  StoragePathAny = 'storage_path_any',
   StoragePathIs = 'storage_path_is',
   StoragePathNot = 'storage_path_not',
   CustomFieldQuery = 'custom_field_query',
@@ -172,8 +175,11 @@ type TriggerFilterAggregate = {
   filter_has_tags: number[]
   filter_has_all_tags: number[]
   filter_has_not_tags: number[]
+  filter_has_any_correspondents: number[]
   filter_has_not_correspondents: number[]
+  filter_has_any_document_types: number[]
   filter_has_not_document_types: number[]
+  filter_has_any_storage_paths: number[]
   filter_has_not_storage_paths: number[]
   filter_has_correspondent: number | null
   filter_has_document_type: number | null
@@ -219,6 +225,14 @@ const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
     allowMultipleEntries: false,
     allowMultipleValues: true,
   },
+  {
+    id: TriggerFilterType.CorrespondentAny,
+    name: $localize`Has any of these correspondents`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'correspondents',
+  },
   {
     id: TriggerFilterType.CorrespondentIs,
     name: $localize`Has correspondent`,
@@ -243,6 +257,14 @@ const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
     allowMultipleValues: false,
     selectItems: 'documentTypes',
   },
+  {
+    id: TriggerFilterType.DocumentTypeAny,
+    name: $localize`Has any of these document types`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'documentTypes',
+  },
   {
     id: TriggerFilterType.DocumentTypeNot,
     name: $localize`Does not have document types`,
@@ -259,6 +281,14 @@ const TRIGGER_FILTER_DEFINITIONS: TriggerFilterDefinition[] = [
     allowMultipleValues: false,
     selectItems: 'storagePaths',
   },
+  {
+    id: TriggerFilterType.StoragePathAny,
+    name: $localize`Has any of these storage paths`,
+    inputType: 'select',
+    allowMultipleEntries: false,
+    allowMultipleValues: true,
+    selectItems: 'storagePaths',
+  },
   {
     id: TriggerFilterType.StoragePathNot,
     name: $localize`Does not have storage paths`,
@@ -306,6 +336,15 @@ const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
     extract: (trigger) => trigger.filter_has_not_tags,
     hasValue: (value) => Array.isArray(value) && value.length > 0,
   },
+  [TriggerFilterType.CorrespondentAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_any_correspondents = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_any_correspondents,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
   [TriggerFilterType.CorrespondentIs]: {
     apply: (aggregate, values) => {
       aggregate.filter_has_correspondent = Array.isArray(values)
@@ -333,6 +372,15 @@ const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
     extract: (trigger) => trigger.filter_has_document_type,
     hasValue: (value) => value !== null && value !== undefined,
   },
+  [TriggerFilterType.DocumentTypeAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_any_document_types = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_any_document_types,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
   [TriggerFilterType.DocumentTypeNot]: {
     apply: (aggregate, values) => {
       aggregate.filter_has_not_document_types = Array.isArray(values)
@@ -351,6 +399,15 @@ const FILTER_HANDLERS: Record<TriggerFilterType, FilterHandler> = {
     extract: (trigger) => trigger.filter_has_storage_path,
     hasValue: (value) => value !== null && value !== undefined,
   },
+  [TriggerFilterType.StoragePathAny]: {
+    apply: (aggregate, values) => {
+      aggregate.filter_has_any_storage_paths = Array.isArray(values)
+        ? [...values]
+        : [values]
+    },
+    extract: (trigger) => trigger.filter_has_any_storage_paths,
+    hasValue: (value) => Array.isArray(value) && value.length > 0,
+  },
   [TriggerFilterType.StoragePathNot]: {
     apply: (aggregate, values) => {
       aggregate.filter_has_not_storage_paths = Array.isArray(values)
@@ -642,8 +699,11 @@ export class WorkflowEditDialogComponent
             filter_has_tags: [],
             filter_has_all_tags: [],
             filter_has_not_tags: [],
+            filter_has_any_correspondents: [],
             filter_has_not_correspondents: [],
+            filter_has_any_document_types: [],
             filter_has_not_document_types: [],
+            filter_has_any_storage_paths: [],
             filter_has_not_storage_paths: [],
             filter_has_correspondent: null,
             filter_has_document_type: null,
@@ -670,10 +730,16 @@ export class WorkflowEditDialogComponent
           trigger.filter_has_tags = aggregate.filter_has_tags
           trigger.filter_has_all_tags = aggregate.filter_has_all_tags
           trigger.filter_has_not_tags = aggregate.filter_has_not_tags
+          trigger.filter_has_any_correspondents =
+            aggregate.filter_has_any_correspondents
           trigger.filter_has_not_correspondents =
             aggregate.filter_has_not_correspondents
+          trigger.filter_has_any_document_types =
+            aggregate.filter_has_any_document_types
           trigger.filter_has_not_document_types =
             aggregate.filter_has_not_document_types
+          trigger.filter_has_any_storage_paths =
+            aggregate.filter_has_any_storage_paths
           trigger.filter_has_not_storage_paths =
             aggregate.filter_has_not_storage_paths
           trigger.filter_has_correspondent =
@@ -856,8 +922,11 @@ export class WorkflowEditDialogComponent
       case TriggerFilterType.TagsAny:
       case TriggerFilterType.TagsAll:
       case TriggerFilterType.TagsNone:
+      case TriggerFilterType.CorrespondentAny:
       case TriggerFilterType.CorrespondentNot:
+      case TriggerFilterType.DocumentTypeAny:
       case TriggerFilterType.DocumentTypeNot:
+      case TriggerFilterType.StoragePathAny:
       case TriggerFilterType.StoragePathNot:
         return true
       default:
@@ -1179,8 +1248,11 @@ export class WorkflowEditDialogComponent
       filter_has_tags: [],
       filter_has_all_tags: [],
       filter_has_not_tags: [],
+      filter_has_any_correspondents: [],
       filter_has_not_correspondents: [],
+      filter_has_any_document_types: [],
       filter_has_not_document_types: [],
+      filter_has_any_storage_paths: [],
       filter_has_not_storage_paths: [],
       filter_custom_field_query: null,
       filter_has_correspondent: null,
@@ -1283,11 +1355,6 @@ export class WorkflowEditDialogComponent
     const actionField = this.actionFields.at(event.previousIndex)
     this.actionFields.removeAt(event.previousIndex)
     this.actionFields.insert(event.currentIndex, actionField)
-    // removing id will effectively re-create the actions in this order
-    this.object.actions.forEach((a) => (a.id = null))
-    this.actionFields.controls.forEach((c) =>
-      c.get('id').setValue(null, { emitEvent: false })
-    )
   }
 
   save(): void {

src-ui/src/app/components/common/input/password/password.component.html

@@ -1,5 +1,11 @@
-<div class="mb-3">
+<div class="mb-3" [class.pb-3]="error">
-  <label class="form-label" [for]="inputId">{{title}}</label>
+  <div class="row">
+    <div class="d-flex align-items-center position-relative hidden-button-container" [class.col-md-3]="horizontal">
+      @if (title) {
+        <label class="form-label" [class.mb-md-0]="horizontal" [for]="inputId">{{title}}</label>
+      }
+    </div>
+  <div class="position-relative" [class.col-md-9]="horizontal">
     <div class="input-group" [class.is-invalid]="error">
       <input #inputField [type]="showReveal && textVisible ? 'text' : 'password'" class="form-control" [class.is-invalid]="error" [id]="inputId" [(ngModel)]="value" (focus)="onFocus()" (focusout)="onFocusOut()" (change)="onChange(value)" [disabled]="disabled" [autocomplete]="autocomplete">
       @if (showReveal) {
@@ -14,4 +20,5 @@
     @if (hint) {
       <small class="form-text text-muted" [innerHTML]="hint"></small>
     }
+  </div>
 </div>

src-ui/src/app/components/common/input/tags/tags.component.html

@@ -28,7 +28,7 @@
             </button>
           </ng-template>
           <ng-template ng-option-tmp let-item="item" let-index="index" let-search="searchTerm">
-            <div class="tag-option-row d-flex align-items-center">
+            <div class="tag-option-row d-flex align-items-center" [class.w-auto]="!getTag(item.id)?.parent">
               @if (item.id && tags) {
                 @if (getTag(item.id)?.parent) {
                   <i-bs name="list-nested" class="me-1"></i-bs>

src-ui/src/app/components/common/input/tags/tags.component.scss

@@ -22,8 +22,8 @@
 }
 
 // Dropdown hierarchy reveal for ng-select options
-::ng-deep .ng-dropdown-panel .ng-option {
+:host ::ng-deep .ng-dropdown-panel .ng-option {
-  overflow-x: scroll;
+  overflow-x: auto !important;
 
   .tag-option-row {
     font-size: 1rem;
@@ -41,12 +41,12 @@
   }
 }
 
-::ng-deep .ng-dropdown-panel .ng-option:hover .hierarchy-reveal,
+:host ::ng-deep .ng-dropdown-panel .ng-option:hover .hierarchy-reveal,
-::ng-deep .ng-dropdown-panel .ng-option.ng-option-marked .hierarchy-reveal {
+:host ::ng-deep .ng-dropdown-panel .ng-option.ng-option-marked .hierarchy-reveal {
   max-width: 1000px;
 }
 
 ::ng-deep .ng-dropdown-panel .ng-option:hover .hierarchy-indicator,
-::ng-deep .ng-dropdown-panel .ng-option.ng-option-marked .hierarchy-indicator {
+:host ::ng-deep .ng-dropdown-panel .ng-option.ng-option-marked .hierarchy-indicator {
   background: transparent;
 }

src-ui/src/app/components/common/input/text/text.component.html

@@ -15,6 +15,12 @@
         @if (hint) {
           <small class="form-text text-muted" [innerHTML]="hint"></small>
         }
+        @if (getSuggestion()?.length > 0) {
+          <small>
+            <span i18n>Suggestion:</span>&nbsp;
+            <a (click)="applySuggestion(s)" [routerLink]="[]">{{getSuggestion()}}</a>&nbsp;
+          </small>
+        }
         <div class="invalid-feedback position-absolute top-100">
           {{error}}
         </div>

src-ui/src/app/components/common/input/text/text.component.spec.ts

@@ -26,10 +26,20 @@ describe('TextComponent', () => {
 
   it('should support use of input field', () => {
     expect(component.value).toBeUndefined()
-    // TODO: why doesn't this work?
+    input.value = 'foo'
-    // input.value = 'foo'
+    input.dispatchEvent(new Event('input'))
-    // input.dispatchEvent(new Event('change'))
+    fixture.detectChanges()
-    // fixture.detectChanges()
+    expect(component.value).toBe('foo')
-    // expect(component.value).toEqual('foo')
+  })
+
+  it('should support suggestion', () => {
+    component.value = 'foo'
+    component.suggestion = 'foo'
+    expect(component.getSuggestion()).toBe('')
+    component.value = 'bar'
+    expect(component.getSuggestion()).toBe('foo')
+    component.applySuggestion()
+    fixture.detectChanges()
+    expect(component.value).toBe('foo')
   })
 })

src-ui/src/app/components/common/input/text/text.component.ts

@@ -4,6 +4,7 @@ import {
   NG_VALUE_ACCESSOR,
   ReactiveFormsModule,
 } from '@angular/forms'
+import { RouterLink } from '@angular/router'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { AbstractInputComponent } from '../abstract-input'
 
@@ -18,7 +19,12 @@ import { AbstractInputComponent } from '../abstract-input'
   selector: 'pngx-input-text',
   templateUrl: './text.component.html',
   styleUrls: ['./text.component.scss'],
-  imports: [FormsModule, ReactiveFormsModule, NgxBootstrapIconsModule],
+  imports: [
+    FormsModule,
+    ReactiveFormsModule,
+    NgxBootstrapIconsModule,
+    RouterLink,
+  ],
 })
 export class TextComponent extends AbstractInputComponent<string> {
   @Input()
@@ -27,7 +33,19 @@ export class TextComponent extends AbstractInputComponent<string> {
   @Input()
   placeholder: string = ''
 
+  @Input()
+  suggestion: string = ''
+
   constructor() {
     super()
   }
+
+  getSuggestion() {
+    return this.value !== this.suggestion ? this.suggestion : ''
+  }
+
+  applySuggestion() {
+    this.value = this.suggestion
+    this.onChange(this.value)
+  }
 }

src-ui/src/app/components/common/page-header/page-header.component.html

@@ -1,9 +1,18 @@
 <div class="row pt-3 pb-3 pb-md-2 align-items-center">
   <div class="col-md text-truncate">
-    <h3 class="text-truncate" style="line-height: 1.4">
+    <h3 class="d-flex align-items-center mb-1" style="line-height: 1.4">
-      {{title}}
+      <span class="text-truncate">{{title}}</span>
+      @if (id) {
+        <span class="badge bg-primary text-primary-text-contrast ms-3 small fs-normal cursor-pointer" (click)="copyID()">
+          @if (copied) {
+            <i-bs width="1em" height="1em" name="clipboard-check"></i-bs>&nbsp;<ng-container i18n>Copied!</ng-container>
+          } @else {
+            ID: {{id}}
+          }
+        </span>
+      }
       @if (subTitle) {
-        <span class="h6 mb-0 d-block d-md-inline fw-normal ms-md-3 text-truncate" style="line-height: 1.4">{{subTitle}}</span>
+        <span class="h6 mb-0 mt-1 d-block d-md-inline fw-normal ms-md-3 text-truncate" style="line-height: 1.4">{{subTitle}}</span>
       }
       @if (info) {
         <button class="btn btn-sm btn-link text-muted me-auto p-0 p-md-2" title="What's this?" i18n-title type="button" [ngbPopover]="infoPopover" [autoClose]="true">

src-ui/src/app/components/common/page-header/page-header.component.scss

@@ -1,5 +1,10 @@
 h3 {
     min-height: calc(1.325rem + 0.9vw);
+
+    .badge {
+        font-size: 0.65rem;
+        line-height: 1;
+    }
 }
 
 @media (min-width: 1200px) {

src-ui/src/app/components/common/page-header/page-header.component.spec.ts

@@ -1,3 +1,4 @@
+import { Clipboard } from '@angular/cdk/clipboard'
 import { ComponentFixture, TestBed } from '@angular/core/testing'
 import { Title } from '@angular/platform-browser'
 import { environment } from 'src/environments/environment'
@@ -7,6 +8,7 @@ describe('PageHeaderComponent', () => {
   let component: PageHeaderComponent
   let fixture: ComponentFixture<PageHeaderComponent>
   let titleService: Title
+  let clipboard: Clipboard
 
   beforeEach(async () => {
     TestBed.configureTestingModule({
@@ -15,6 +17,7 @@ describe('PageHeaderComponent', () => {
     }).compileComponents()
 
     titleService = TestBed.inject(Title)
+    clipboard = TestBed.inject(Clipboard)
     fixture = TestBed.createComponent(PageHeaderComponent)
     component = fixture.componentInstance
     fixture.detectChanges()
@@ -24,7 +27,8 @@ describe('PageHeaderComponent', () => {
     component.title = 'Foo'
     component.subTitle = 'Bar'
     fixture.detectChanges()
-    expect(fixture.nativeElement.textContent).toContain('Foo Bar')
+    expect(fixture.nativeElement.textContent).toContain('Foo')
+    expect(fixture.nativeElement.textContent).toContain('Bar')
   })
 
   it('should set html title', () => {
@@ -32,4 +36,16 @@ describe('PageHeaderComponent', () => {
     component.title = 'Foo Bar'
     expect(titleSpy).toHaveBeenCalledWith(`Foo Bar - ${environment.appTitle}`)
   })
+
+  it('should copy id to clipboard, reset after 3 seconds', () => {
+    jest.useFakeTimers()
+    component.id = 42 as any
+    jest.spyOn(clipboard, 'copy').mockReturnValue(true)
+    component.copyID()
+    expect(clipboard.copy).toHaveBeenCalledWith('42')
+    expect(component.copied).toBe(true)
+
+    jest.advanceTimersByTime(3000)
+    expect(component.copied).toBe(false)
+  })
 })

src-ui/src/app/components/common/page-header/page-header.component.ts

@@ -1,3 +1,4 @@
+import { Clipboard } from '@angular/cdk/clipboard'
 import { Component, Input, inject } from '@angular/core'
 import { Title } from '@angular/platform-browser'
 import { NgbPopoverModule } from '@ng-bootstrap/ng-bootstrap'
@@ -13,8 +14,11 @@ import { environment } from 'src/environments/environment'
 })
 export class PageHeaderComponent {
   private titleService = inject(Title)
+  private clipboard = inject(Clipboard)
 
-  _title = ''
+  private _title = ''
+  public copied: boolean = false
+  private copyTimeout: any
 
   @Input()
   set title(title: string) {
@@ -26,6 +30,9 @@ export class PageHeaderComponent {
     return this._title
   }
 
+  @Input()
+  id: number
+
   @Input()
   subTitle: string = ''
 
@@ -34,4 +41,12 @@ export class PageHeaderComponent {
 
   @Input()
   infoLink: string
+
+  public copyID() {
+    this.copied = this.clipboard.copy(this.id.toString())
+    clearTimeout(this.copyTimeout)
+    this.copyTimeout = setTimeout(() => {
+      this.copied = false
+    }, 3000)
+  }
 }

src-ui/src/app/components/common/pdf-editor/pdf-editor-edit-mode.ts

@@ -0,0 +1,4 @@
+export enum PdfEditorEditMode {
+  Update = 'update',
+  Create = 'create',
+}

src-ui/src/app/components/common/pdf-editor/pdf-editor.component.ts

@@ -8,8 +8,11 @@ import { FormsModule } from '@angular/forms'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
 import { PDFDocumentProxy, PdfViewerModule } from 'ng2-pdf-viewer'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { DocumentService } from 'src/app/services/rest/document.service'
+import { SettingsService } from 'src/app/services/settings.service'
 import { ConfirmDialogComponent } from '../confirm-dialog/confirm-dialog.component'
+import { PdfEditorEditMode } from './pdf-editor-edit-mode'
 
 interface PageOperation {
   page: number
@@ -19,11 +22,6 @@ interface PageOperation {
   loaded?: boolean
 }
 
-export enum PdfEditorEditMode {
-  Update = 'update',
-  Create = 'create',
-}
-
 @Component({
   selector: 'pngx-pdf-editor',
   templateUrl: './pdf-editor.component.html',
@@ -39,12 +37,15 @@ export class PDFEditorComponent extends ConfirmDialogComponent {
   public PdfEditorEditMode = PdfEditorEditMode
 
   private documentService = inject(DocumentService)
+  private readonly settingsService = inject(SettingsService)
   activeModal: NgbActiveModal = inject(NgbActiveModal)
 
   documentID: number
   pages: PageOperation[] = []
   totalPages = 0
-  editMode: PdfEditorEditMode = PdfEditorEditMode.Create
+  editMode: PdfEditorEditMode = this.settingsService.get(
+    SETTINGS_KEYS.PDF_EDITOR_DEFAULT_EDIT_MODE
+  )
   deleteOriginal: boolean = false
   includeMetadata: boolean = true
 

src-ui/src/app/components/common/share-link-bundle-dialog/share-link-bundle-dialog.component.html

@@ -0,0 +1,129 @@
+<div class="modal-header">
+  <h4 class="modal-title">{{ title }}</h4>
+  <button type="button" class="btn-close" aria-label="Close" (click)="cancel()"></button>
+</div>
+<div class="modal-body">
+  @if (!createdBundle) {
+    <form [formGroup]="form" class="d-flex flex-column gap-3">
+      <div>
+        <p class="mb-1">
+          <ng-container i18n>Selected documents:</ng-container>
+          {{ selectionCount }}
+        </p>
+        @if (documentPreview.length > 0) {
+          <ul class="list-unstyled small mb-0">
+            @for (doc of documentPreview; track doc.id) {
+              <li>
+                <strong>{{ doc.title | documentTitle }}</strong>
+              </li>
+            }
+            @if (selectionCount > documentPreview.length) {
+              <li>
+                <ng-container i18n>+ {{ selectionCount - documentPreview.length }} more…</ng-container>
+              </li>
+            }
+          </ul>
+        }
+      </div>
+
+      <div class="d-flex align-items-center justify-content-between">
+        <div class="input-group">
+          <label class="input-group-text" for="expirationDays"><ng-container i18n>Expires</ng-container>:</label>
+          <select class="form-select" id="expirationDays" formControlName="expirationDays">
+            @for (option of expirationOptions; track option.value) {
+              <option [ngValue]="option.value">{{ option.label }}</option>
+            }
+          </select>
+        </div>
+        <div class="form-check form-switch w-100 ms-3">
+          <input
+            class="form-check-input"
+            type="checkbox"
+            role="switch"
+            id="shareArchiveSwitch"
+            formControlName="shareArchiveVersion"
+            aria-checked="{{ shareArchiveVersion }}"
+          />
+          <label class="form-check-label" for="shareArchiveSwitch" i18n>Share archive version (if available)</label>
+        </div>
+      </div>
+    </form>
+  } @else {
+    <div class="d-flex flex-column gap-3">
+      <div class="alert alert-success mb-0" role="status">
+        <h6 class="alert-heading mb-1" i18n>Share link bundle requested</h6>
+        <p class="mb-0 small" i18n>
+          You can copy the share link below or open the manager to monitor progress. The link will start working once the bundle is ready.
+        </p>
+      </div>
+      <dl class="row mb-0 small">
+        <dt class="col-sm-4" i18n>Status</dt>
+        <dd class="col-sm-8">
+          <span class="badge text-bg-secondary text-uppercase">{{ statusLabel(createdBundle.status) }}</span>
+        </dd>
+        <dt class="col-sm-4" i18n>Slug</dt>
+        <dd class="col-sm-8"><code>{{ createdBundle.slug }}</code></dd>
+        <dt class="col-sm-4" i18n>Link</dt>
+        <dd class="col-sm-8">
+          <div class="input-group input-group-sm">
+            <input class="form-control" type="text" [value]="getShareUrl(createdBundle)" readonly>
+            <button
+              class="btn btn-outline-primary"
+              type="button"
+              (click)="copy(createdBundle)"
+            >
+              @if (copied) {
+                <i-bs name="clipboard-check"></i-bs>
+              }
+              @if (!copied) {
+                <i-bs name="clipboard"></i-bs>
+              }
+              <span class="visually-hidden" i18n>Copy link</span>
+            </button>
+          </div>
+        </dd>
+        <dt class="col-sm-4" i18n>Documents</dt>
+        <dd class="col-sm-8">{{ createdBundle.document_count }}</dd>
+        <dt class="col-sm-4" i18n>Expires</dt>
+        <dd class="col-sm-8">
+          @if (createdBundle.expiration) {
+            {{ createdBundle.expiration | date: 'short' }}
+          }
+          @if (!createdBundle.expiration) {
+            <span i18n>Never</span>
+          }
+        </dd>
+        <dt class="col-sm-4" i18n>File version</dt>
+        <dd class="col-sm-8">{{ fileVersionLabel(createdBundle.file_version) }}</dd>
+        @if (createdBundle.size_bytes !== undefined && createdBundle.size_bytes !== null) {
+          <dt class="col-sm-4" i18n>Size</dt>
+          <dd class="col-sm-8">{{ createdBundle.size_bytes | fileSize }}</dd>
+        }
+      </dl>
+    </div>
+  }
+</div>
+<div class="modal-footer">
+  <div class="d-flex align-items-center gap-2 w-100">
+    <div class="text-light fst-italic small">
+      <ng-container i18n>A zip file containing the selected documents will be created for this share link bundle. This process happens in the background and may take some time, especially for large bundles.</ng-container>
+    </div>
+    <button type="button" class="btn btn-outline-secondary btn-sm ms-auto" (click)="cancel()">{{ cancelBtnCaption }}</button>
+    @if (createdBundle) {
+      <button type="button" class="btn btn-outline-secondary btn-sm text-nowrap" (click)="openManage()" i18n>Manage share link bundles</button>
+    }
+
+    @if (!createdBundle) {
+      <button
+        type="button"
+        class="btn btn-primary btn-sm d-inline-flex align-items-center gap-2 text-nowrap"
+        (click)="submit()"
+        [disabled]="loading || !buttonsEnabled">
+        @if (loading) {
+          <span class="spinner-border spinner-border-sm" role="status" aria-hidden="true"></span>
+        }
+        {{ btnCaption }}
+      </button>
+    }
+  </div>
+</div>

src-ui/src/app/components/common/share-link-bundle-dialog/share-link-bundle-dialog.component.spec.ts

@@ -0,0 +1,161 @@
+import { Clipboard } from '@angular/cdk/clipboard'
+import {
+  ComponentFixture,
+  TestBed,
+  fakeAsync,
+  tick,
+} from '@angular/core/testing'
+import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { FileVersion } from 'src/app/data/share-link'
+import {
+  ShareLinkBundleStatus,
+  ShareLinkBundleSummary,
+} from 'src/app/data/share-link-bundle'
+import { ToastService } from 'src/app/services/toast.service'
+import { environment } from 'src/environments/environment'
+import { ShareLinkBundleDialogComponent } from './share-link-bundle-dialog.component'
+
+class MockToastService {
+  showInfo = jest.fn()
+  showError = jest.fn()
+}
+
+describe('ShareLinkBundleDialogComponent', () => {
+  let component: ShareLinkBundleDialogComponent
+  let fixture: ComponentFixture<ShareLinkBundleDialogComponent>
+  let clipboard: Clipboard
+  let toastService: MockToastService
+  let activeModal: NgbActiveModal
+  let originalApiBaseUrl: string
+
+  beforeEach(() => {
+    originalApiBaseUrl = environment.apiBaseUrl
+    toastService = new MockToastService()
+
+    TestBed.configureTestingModule({
+      imports: [
+        ShareLinkBundleDialogComponent,
+        NgxBootstrapIconsModule.pick(allIcons),
+      ],
+      providers: [
+        NgbActiveModal,
+        { provide: ToastService, useValue: toastService },
+      ],
+    })
+
+    fixture = TestBed.createComponent(ShareLinkBundleDialogComponent)
+    component = fixture.componentInstance
+    clipboard = TestBed.inject(Clipboard)
+    activeModal = TestBed.inject(NgbActiveModal)
+    fixture.detectChanges()
+  })
+
+  afterEach(() => {
+    jest.clearAllTimers()
+    environment.apiBaseUrl = originalApiBaseUrl
+  })
+
+  it('builds payload and emits confirm on submit', () => {
+    const confirmSpy = jest.spyOn(component.confirmClicked, 'emit')
+    component.documents = [
+      { id: 1, title: 'Doc 1' } as any,
+      { id: 2, title: 'Doc 2' } as any,
+    ]
+    component.form.setValue({
+      shareArchiveVersion: false,
+      expirationDays: 3,
+    })
+
+    component.submit()
+
+    expect(component.payload).toEqual({
+      document_ids: [1, 2],
+      file_version: FileVersion.Original,
+      expiration_days: 3,
+    })
+    expect(component.buttonsEnabled).toBe(false)
+    expect(confirmSpy).toHaveBeenCalled()
+
+    component.form.setValue({
+      shareArchiveVersion: true,
+      expirationDays: 7,
+    })
+    component.submit()
+
+    expect(component.payload).toEqual({
+      document_ids: [1, 2],
+      file_version: FileVersion.Archive,
+      expiration_days: 7,
+    })
+  })
+
+  it('ignores submit when bundle already created', () => {
+    component.createdBundle = { id: 1 } as ShareLinkBundleSummary
+    const confirmSpy = jest.spyOn(component, 'confirm')
+    component.submit()
+    expect(confirmSpy).not.toHaveBeenCalled()
+  })
+
+  it('limits preview to ten documents', () => {
+    const docs = Array.from({ length: 12 }).map((_, index) => ({
+      id: index + 1,
+    }))
+    component.documents = docs as any
+
+    expect(component.selectionCount).toBe(12)
+    expect(component.documentPreview).toHaveLength(10)
+    expect(component.documentPreview[0].id).toBe(1)
+  })
+
+  it('copies share link and resets state after timeout', fakeAsync(() => {
+    const copySpy = jest.spyOn(clipboard, 'copy').mockReturnValue(true)
+    const bundle = {
+      slug: 'bundle-slug',
+      status: ShareLinkBundleStatus.Ready,
+    } as ShareLinkBundleSummary
+
+    component.copy(bundle)
+
+    expect(copySpy).toHaveBeenCalledWith(component.getShareUrl(bundle))
+    expect(component.copied).toBe(true)
+    expect(toastService.showInfo).toHaveBeenCalled()
+
+    tick(3000)
+    expect(component.copied).toBe(false)
+  }))
+
+  it('generates share URLs based on API base URL', () => {
+    environment.apiBaseUrl = 'https://example.com/api/'
+    expect(
+      component.getShareUrl({ slug: 'abc' } as ShareLinkBundleSummary)
+    ).toBe('https://example.com/share/abc')
+  })
+
+  it('opens manage dialog when callback provided', () => {
+    const manageSpy = jest.fn()
+    component.onOpenManage = manageSpy
+    component.openManage()
+    expect(manageSpy).toHaveBeenCalled()
+  })
+
+  it('falls back to cancel when manage callback missing', () => {
+    const cancelSpy = jest.spyOn(component, 'cancel')
+    component.onOpenManage = undefined
+    component.openManage()
+    expect(cancelSpy).toHaveBeenCalled()
+  })
+
+  it('maps status and file version labels', () => {
+    expect(component.statusLabel(ShareLinkBundleStatus.Processing)).toContain(
+      'Processing'
+    )
+    expect(component.fileVersionLabel(FileVersion.Archive)).toContain('Archive')
+  })
+
+  it('closes dialog when cancel invoked', () => {
+    const closeSpy = jest.spyOn(activeModal, 'close')
+    component.cancel()
+    expect(closeSpy).toHaveBeenCalled()
+  })
+})

src-ui/src/app/components/common/share-link-bundle-dialog/share-link-bundle-dialog.component.ts

@@ -0,0 +1,118 @@
+import { Clipboard } from '@angular/cdk/clipboard'
+import { CommonModule } from '@angular/common'
+import { Component, Input, inject } from '@angular/core'
+import { FormBuilder, FormGroup, ReactiveFormsModule } from '@angular/forms'
+import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { Document } from 'src/app/data/document'
+import {
+  FileVersion,
+  SHARE_LINK_EXPIRATION_OPTIONS,
+} from 'src/app/data/share-link'
+import {
+  SHARE_LINK_BUNDLE_FILE_VERSION_LABELS,
+  SHARE_LINK_BUNDLE_STATUS_LABELS,
+  ShareLinkBundleCreatePayload,
+  ShareLinkBundleStatus,
+  ShareLinkBundleSummary,
+} from 'src/app/data/share-link-bundle'
+import { DocumentTitlePipe } from 'src/app/pipes/document-title.pipe'
+import { FileSizePipe } from 'src/app/pipes/file-size.pipe'
+import { ToastService } from 'src/app/services/toast.service'
+import { environment } from 'src/environments/environment'
+import { ConfirmDialogComponent } from '../confirm-dialog/confirm-dialog.component'
+
+@Component({
+  selector: 'pngx-share-link-bundle-dialog',
+  templateUrl: './share-link-bundle-dialog.component.html',
+  imports: [
+    CommonModule,
+    ReactiveFormsModule,
+    NgxBootstrapIconsModule,
+    FileSizePipe,
+    DocumentTitlePipe,
+  ],
+  providers: [],
+})
+export class ShareLinkBundleDialogComponent extends ConfirmDialogComponent {
+  private readonly formBuilder = inject(FormBuilder)
+  private readonly clipboard = inject(Clipboard)
+  private readonly toastService = inject(ToastService)
+
+  private _documents: Document[] = []
+
+  selectionCount = 0
+  documentPreview: Document[] = []
+  form: FormGroup = this.formBuilder.group({
+    shareArchiveVersion: true,
+    expirationDays: [7],
+  })
+  payload: ShareLinkBundleCreatePayload | null = null
+
+  readonly expirationOptions = SHARE_LINK_EXPIRATION_OPTIONS
+
+  createdBundle: ShareLinkBundleSummary | null = null
+  copied = false
+  onOpenManage?: () => void
+  readonly statuses = ShareLinkBundleStatus
+
+  constructor() {
+    super()
+    this.loading = false
+    this.title = $localize`Create share link bundle`
+    this.btnCaption = $localize`Create link`
+  }
+
+  @Input()
+  set documents(docs: Document[]) {
+    this._documents = docs.concat()
+    this.selectionCount = this._documents.length
+    this.documentPreview = this._documents.slice(0, 10)
+  }
+
+  submit() {
+    if (this.createdBundle) return
+    this.payload = {
+      document_ids: this._documents.map((doc) => doc.id),
+      file_version: this.form.value.shareArchiveVersion
+        ? FileVersion.Archive
+        : FileVersion.Original,
+      expiration_days: this.form.value.expirationDays,
+    }
+    this.buttonsEnabled = false
+    super.confirm()
+  }
+
+  getShareUrl(bundle: ShareLinkBundleSummary): string {
+    const apiURL = new URL(environment.apiBaseUrl)
+    return `${apiURL.origin}${apiURL.pathname.replace(/\/api\/$/, '/share/')}${
+      bundle.slug
+    }`
+  }
+
+  copy(bundle: ShareLinkBundleSummary): void {
+    const success = this.clipboard.copy(this.getShareUrl(bundle))
+    if (success) {
+      this.copied = true
+      this.toastService.showInfo($localize`Share link copied to clipboard.`)
+      setTimeout(() => {
+        this.copied = false
+      }, 3000)
+    }
+  }
+
+  openManage(): void {
+    if (this.onOpenManage) {
+      this.onOpenManage()
+    } else {
+      this.cancel()
+    }
+  }
+
+  statusLabel(status: ShareLinkBundleSummary['status']): string {
+    return SHARE_LINK_BUNDLE_STATUS_LABELS[status] ?? status
+  }
+
+  fileVersionLabel(version: FileVersion): string {
+    return SHARE_LINK_BUNDLE_FILE_VERSION_LABELS[version] ?? version
+  }
+}

src-ui/src/app/components/common/share-link-bundle-manage-dialog/share-link-bundle-manage-dialog.component.html

@@ -0,0 +1,156 @@
+<div class="modal-header">
+  <h4 class="modal-title">{{ title }}</h4>
+  <button type="button" class="btn-close" aria-label="Close" (click)="close()"></button>
+</div>
+
+<div class="modal-body">
+  @if (loading) {
+    <div class="d-flex align-items-center gap-2">
+      <div class="spinner-border spinner-border-sm" role="status"></div>
+      <span i18n>Loading share link bundles…</span>
+    </div>
+  }
+  @if (!loading && error) {
+    <div class="alert alert-danger mb-0" role="alert">
+      {{ error }}
+    </div>
+  }
+  @if (!loading && !error) {
+    <div class="d-flex justify-content-between align-items-center mb-2">
+      <p class="mb-0 text-muted small">
+        <ng-container i18n>Status updates every few seconds while bundles are being prepared.</ng-container>
+      </p>
+    </div>
+    @if (bundles.length === 0) {
+      <p class="mb-0 text-muted fst-italic" i18n>No share link bundles currently exist.</p>
+    }
+    @if (bundles.length > 0) {
+      <div class="table-responsive">
+        <table class="table table-sm align-middle mb-0">
+          <thead>
+            <tr>
+              <th scope="col" i18n>Created</th>
+              <th scope="col" i18n>Status</th>
+              <th scope="col" i18n>Size</th>
+              <th scope="col" i18n>Expires</th>
+              <th scope="col" i18n>Documents</th>
+              <th scope="col" i18n>File version</th>
+              <th scope="col" class="text-end" i18n>Actions</th>
+            </tr>
+          </thead>
+          <tbody>
+            @for (bundle of bundles; track bundle.id) {
+              <tr>
+                <td>
+                  <div>{{ bundle.created | date: 'short' }}</div>
+                  @if (bundle.built_at) {
+                    <div class="small text-muted">
+                      <ng-container i18n>Built:</ng-container> {{ bundle.built_at | date: 'short' }}
+                    </div>
+                  }
+                </td>
+                <td>
+                  <div class="d-flex align-items-center gap-2">
+                    @if (bundle.status === statuses.Failed && bundle.last_error) {
+                      <button
+                        type="button"
+                        class="btn btn-link p-0 text-danger"
+                        [ngbPopover]="errorDetail"
+                        popoverClass="popover-sm"
+                        triggers="mouseover:mouseleave"
+                        placement="auto"
+                        aria-label="View error details"
+                        i18n-aria-label
+                      >
+                        <span class="badge text-bg-warning text-uppercase me-2">{{ statusLabel(bundle.status) }}</span>
+                        <i-bs name="exclamation-triangle-fill" class="text-warning"></i-bs>
+                      </button>
+                      <ng-template #errorDetail>
+                        @if (bundle.last_error.timestamp) {
+                          <div class="text-muted small mb-1">
+                            {{ bundle.last_error.timestamp | date: 'short' }}
+                          </div>
+                        }
+                        <h6>{{ bundle.last_error.exception_type || ($localize`Unknown error`) }}</h6>
+                        @if (bundle.last_error.message) {
+                          <pre class="text-muted small"><code>{{ bundle.last_error.message }}</code></pre>
+                        }
+                      </ng-template>
+                    }
+                    @if (bundle.status === statuses.Processing || bundle.status === statuses.Pending) {
+                      <span class="spinner-border spinner-border-sm" role="status"></span>
+                    }
+                    @if (bundle.status !== statuses.Failed) {
+                      <span class="badge text-bg-secondary text-uppercase">{{ statusLabel(bundle.status) }}</span>
+                    }
+                  </div>
+                </td>
+                <td>
+                  @if (bundle.size_bytes !== undefined && bundle.size_bytes !== null) {
+                    {{ bundle.size_bytes | fileSize }}
+                  }
+                  @if (bundle.size_bytes === undefined || bundle.size_bytes === null) {
+                    <span class="text-muted">&mdash;</span>
+                  }
+                </td>
+                <td>
+                  @if (bundle.expiration) {
+                    {{ bundle.expiration | date: 'short' }}
+                  }
+                  @if (!bundle.expiration) {
+                    <span i18n>Never</span>
+                  }
+                </td>
+                <td>{{ bundle.document_count }}</td>
+                <td>{{ fileVersionLabel(bundle.file_version) }}</td>
+                <td class="text-end">
+                  <div class="btn-group btn-group-sm">
+                    <button
+                      type="button"
+                      class="btn btn-outline-primary"
+                      [disabled]="bundle.status !== statuses.Ready"
+                      (click)="copy(bundle)"
+                      title="Copy share link"
+                      i18n-title
+                    >
+                      @if (copiedSlug === bundle.slug) {
+                        <i-bs name="clipboard-check"></i-bs>
+                      }
+                      @if (copiedSlug !== bundle.slug) {
+                        <i-bs name="clipboard"></i-bs>
+                      }
+                      <span class="visually-hidden" i18n>Copy share link</span>
+                    </button>
+                    @if (bundle.status === statuses.Failed) {
+                      <button
+                        type="button"
+                        class="btn btn-outline-warning"
+                        [disabled]="loading"
+                        (click)="retry(bundle)"
+                      >
+                        <i-bs name="arrow-clockwise"></i-bs>
+                        <span class="visually-hidden" i18n>Retry</span>
+                      </button>
+                    }
+                    <pngx-confirm-button
+                      buttonClasses="btn btn-sm btn-outline-danger"
+                      [disabled]="loading"
+                      (confirm)="delete(bundle)"
+                      iconName="trash"
+                    >
+                      <span class="visually-hidden" i18n>Delete share link bundle</span>
+                    </pngx-confirm-button>
+                  </div>
+                </td>
+              </tr>
+            }
+          </tbody>
+        </table>
+      </div>
+    }
+  }
+</div>
+
+<div class="modal-footer">
+  <button type="button" class="btn btn-outline-secondary btn-sm" (click)="close()" i18n>Close</button>
+</div>

src-ui/src/app/components/common/share-link-bundle-manage-dialog/share-link-bundle-manage-dialog.component.scss

@@ -0,0 +1,4 @@
+:host ::ng-deep .popover {
+  min-width: 300px;
+  max-width: 400px;
+ }

src-ui/src/app/components/common/share-link-bundle-manage-dialog/share-link-bundle-manage-dialog.component.spec.ts

@@ -0,0 +1,251 @@
+import { Clipboard } from '@angular/cdk/clipboard'
+import {
+  ComponentFixture,
+  TestBed,
+  fakeAsync,
+  tick,
+} from '@angular/core/testing'
+import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
+import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { of, throwError } from 'rxjs'
+import { FileVersion } from 'src/app/data/share-link'
+import {
+  ShareLinkBundleStatus,
+  ShareLinkBundleSummary,
+} from 'src/app/data/share-link-bundle'
+import { ShareLinkBundleService } from 'src/app/services/rest/share-link-bundle.service'
+import { ToastService } from 'src/app/services/toast.service'
+import { environment } from 'src/environments/environment'
+import { ShareLinkBundleManageDialogComponent } from './share-link-bundle-manage-dialog.component'
+
+class MockShareLinkBundleService {
+  listAllBundles = jest.fn()
+  delete = jest.fn()
+  rebuildBundle = jest.fn()
+}
+
+class MockToastService {
+  showInfo = jest.fn()
+  showError = jest.fn()
+}
+
+describe('ShareLinkBundleManageDialogComponent', () => {
+  let component: ShareLinkBundleManageDialogComponent
+  let fixture: ComponentFixture<ShareLinkBundleManageDialogComponent>
+  let service: MockShareLinkBundleService
+  let toastService: MockToastService
+  let clipboard: Clipboard
+  let activeModal: NgbActiveModal
+  let originalApiBaseUrl: string
+
+  beforeEach(() => {
+    service = new MockShareLinkBundleService()
+    toastService = new MockToastService()
+    originalApiBaseUrl = environment.apiBaseUrl
+
+    service.listAllBundles.mockReturnValue(of([]))
+    service.delete.mockReturnValue(of(true))
+    service.rebuildBundle.mockReturnValue(of(sampleBundle()))
+
+    TestBed.configureTestingModule({
+      imports: [
+        ShareLinkBundleManageDialogComponent,
+        NgxBootstrapIconsModule.pick(allIcons),
+      ],
+      providers: [
+        NgbActiveModal,
+        { provide: ShareLinkBundleService, useValue: service },
+        { provide: ToastService, useValue: toastService },
+      ],
+    })
+
+    fixture = TestBed.createComponent(ShareLinkBundleManageDialogComponent)
+    component = fixture.componentInstance
+    clipboard = TestBed.inject(Clipboard)
+    activeModal = TestBed.inject(NgbActiveModal)
+  })
+
+  afterEach(() => {
+    component.ngOnDestroy()
+    fixture.destroy()
+    environment.apiBaseUrl = originalApiBaseUrl
+    jest.clearAllMocks()
+  })
+
+  const sampleBundle = (overrides: Partial<ShareLinkBundleSummary> = {}) =>
+    ({
+      id: 1,
+      slug: 'bundle-slug',
+      created: new Date().toISOString(),
+      document_count: 1,
+      documents: [1],
+      status: ShareLinkBundleStatus.Pending,
+      file_version: FileVersion.Archive,
+      last_error: undefined,
+      ...overrides,
+    }) as ShareLinkBundleSummary
+
+  it('loads bundles on init and polls periodically', fakeAsync(() => {
+    const bundles = [sampleBundle({ status: ShareLinkBundleStatus.Ready })]
+    service.listAllBundles.mockReset()
+    service.listAllBundles
+      .mockReturnValueOnce(of(bundles))
+      .mockReturnValue(of(bundles))
+
+    fixture.detectChanges()
+    tick()
+
+    expect(service.listAllBundles).toHaveBeenCalledTimes(1)
+    expect(component.bundles).toEqual(bundles)
+    expect(component.loading).toBe(false)
+    expect(component.error).toBeNull()
+
+    tick(5000)
+    expect(service.listAllBundles).toHaveBeenCalledTimes(2)
+  }))
+
+  it('handles errors when loading bundles', fakeAsync(() => {
+    service.listAllBundles.mockReset()
+    service.listAllBundles
+      .mockReturnValueOnce(throwError(() => new Error('load fail')))
+      .mockReturnValue(of([]))
+
+    fixture.detectChanges()
+    tick()
+
+    expect(component.error).toContain('Failed to load share link bundles.')
+    expect(toastService.showError).toHaveBeenCalled()
+    expect(component.loading).toBe(false)
+
+    tick(5000)
+    expect(service.listAllBundles).toHaveBeenCalledTimes(2)
+  }))
+
+  it('copies bundle links when ready', fakeAsync(() => {
+    jest.spyOn(clipboard, 'copy').mockReturnValue(true)
+    fixture.detectChanges()
+    tick()
+
+    const readyBundle = sampleBundle({
+      slug: 'ready-slug',
+      status: ShareLinkBundleStatus.Ready,
+    })
+    component.copy(readyBundle)
+
+    expect(clipboard.copy).toHaveBeenCalledWith(
+      component.getShareUrl(readyBundle)
+    )
+    expect(component.copiedSlug).toBe('ready-slug')
+    expect(toastService.showInfo).toHaveBeenCalled()
+
+    tick(3000)
+    expect(component.copiedSlug).toBeNull()
+  }))
+
+  it('ignores copy requests for non-ready bundles', fakeAsync(() => {
+    const copySpy = jest.spyOn(clipboard, 'copy')
+    fixture.detectChanges()
+    tick()
+    component.copy(sampleBundle({ status: ShareLinkBundleStatus.Pending }))
+    expect(copySpy).not.toHaveBeenCalled()
+  }))
+
+  it('deletes bundles and refreshes list', fakeAsync(() => {
+    service.listAllBundles.mockReturnValue(of([]))
+    service.delete.mockReturnValue(of(true))
+
+    fixture.detectChanges()
+    tick()
+
+    component.delete(sampleBundle())
+    tick()
+
+    expect(service.delete).toHaveBeenCalled()
+    expect(toastService.showInfo).toHaveBeenCalledWith(
+      expect.stringContaining('deleted.')
+    )
+    expect(service.listAllBundles).toHaveBeenCalledTimes(2)
+    expect(component.loading).toBe(false)
+  }))
+
+  it('handles delete errors gracefully', fakeAsync(() => {
+    service.listAllBundles.mockReturnValue(of([]))
+    service.delete.mockReturnValue(throwError(() => new Error('delete fail')))
+
+    fixture.detectChanges()
+    tick()
+
+    component.delete(sampleBundle())
+    tick()
+
+    expect(toastService.showError).toHaveBeenCalled()
+    expect(component.loading).toBe(false)
+  }))
+
+  it('retries bundle build and replaces existing entry', fakeAsync(() => {
+    service.listAllBundles.mockReturnValue(of([]))
+    const updated = sampleBundle({ status: ShareLinkBundleStatus.Ready })
+    service.rebuildBundle.mockReturnValue(of(updated))
+
+    fixture.detectChanges()
+    tick()
+
+    component.bundles = [sampleBundle()]
+    component.retry(component.bundles[0])
+    tick()
+
+    expect(service.rebuildBundle).toHaveBeenCalledWith(updated.id)
+    expect(component.bundles[0].status).toBe(ShareLinkBundleStatus.Ready)
+    expect(toastService.showInfo).toHaveBeenCalled()
+  }))
+
+  it('adds new bundle when retry returns unknown entry', fakeAsync(() => {
+    service.listAllBundles.mockReturnValue(of([]))
+    service.rebuildBundle.mockReturnValue(
+      of(sampleBundle({ id: 99, slug: 'new-slug' }))
+    )
+
+    fixture.detectChanges()
+    tick()
+
+    component.bundles = [sampleBundle()]
+    component.retry({ id: 99 } as ShareLinkBundleSummary)
+    tick()
+
+    expect(component.bundles.find((bundle) => bundle.id === 99)).toBeTruthy()
+  }))
+
+  it('handles retry errors', fakeAsync(() => {
+    service.listAllBundles.mockReturnValue(of([]))
+    service.rebuildBundle.mockReturnValue(throwError(() => new Error('fail')))
+
+    fixture.detectChanges()
+    tick()
+
+    component.retry(sampleBundle())
+    tick()
+
+    expect(toastService.showError).toHaveBeenCalled()
+  }))
+
+  it('maps helpers and closes dialog', fakeAsync(() => {
+    service.listAllBundles.mockReturnValue(of([]))
+    fixture.detectChanges()
+    tick()
+
+    expect(component.statusLabel(ShareLinkBundleStatus.Processing)).toContain(
+      'Processing'
+    )
+    expect(component.fileVersionLabel(FileVersion.Original)).toContain(
+      'Original'
+    )
+
+    environment.apiBaseUrl = 'https://example.com/api/'
+    const url = component.getShareUrl(sampleBundle({ slug: 'sluggy' }))
+    expect(url).toBe('https://example.com/share/sluggy')
+
+    const closeSpy = jest.spyOn(activeModal, 'close')
+    component.close()
+    expect(closeSpy).toHaveBeenCalled()
+  }))
+})

src-ui/src/app/components/common/share-link-bundle-manage-dialog/share-link-bundle-manage-dialog.component.ts

@@ -0,0 +1,177 @@
+import { Clipboard } from '@angular/cdk/clipboard'
+import { CommonModule } from '@angular/common'
+import { Component, OnDestroy, OnInit, inject } from '@angular/core'
+import { NgbActiveModal, NgbPopoverModule } from '@ng-bootstrap/ng-bootstrap'
+import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { Subject, catchError, of, switchMap, takeUntil, timer } from 'rxjs'
+import { FileVersion } from 'src/app/data/share-link'
+import {
+  SHARE_LINK_BUNDLE_FILE_VERSION_LABELS,
+  SHARE_LINK_BUNDLE_STATUS_LABELS,
+  ShareLinkBundleStatus,
+  ShareLinkBundleSummary,
+} from 'src/app/data/share-link-bundle'
+import { FileSizePipe } from 'src/app/pipes/file-size.pipe'
+import { ShareLinkBundleService } from 'src/app/services/rest/share-link-bundle.service'
+import { ToastService } from 'src/app/services/toast.service'
+import { environment } from 'src/environments/environment'
+import { LoadingComponentWithPermissions } from '../../loading-component/loading.component'
+import { ConfirmButtonComponent } from '../confirm-button/confirm-button.component'
+
+@Component({
+  selector: 'pngx-share-link-bundle-manage-dialog',
+  templateUrl: './share-link-bundle-manage-dialog.component.html',
+  styleUrls: ['./share-link-bundle-manage-dialog.component.scss'],
+  imports: [
+    ConfirmButtonComponent,
+    CommonModule,
+    NgbPopoverModule,
+    NgxBootstrapIconsModule,
+    FileSizePipe,
+  ],
+})
+export class ShareLinkBundleManageDialogComponent
+  extends LoadingComponentWithPermissions
+  implements OnInit, OnDestroy
+{
+  private readonly activeModal = inject(NgbActiveModal)
+  private readonly shareLinkBundleService = inject(ShareLinkBundleService)
+  private readonly toastService = inject(ToastService)
+  private readonly clipboard = inject(Clipboard)
+
+  title = $localize`Share link bundles`
+
+  bundles: ShareLinkBundleSummary[] = []
+  error: string | null = null
+  copiedSlug: string | null = null
+
+  readonly statuses = ShareLinkBundleStatus
+  readonly fileVersions = FileVersion
+
+  private readonly refresh$ = new Subject<boolean>()
+
+  ngOnInit(): void {
+    this.refresh$
+      .pipe(
+        switchMap((silent) => {
+          if (!silent) {
+            this.loading = true
+          }
+          this.error = null
+          return this.shareLinkBundleService.listAllBundles().pipe(
+            catchError((error) => {
+              if (!silent) {
+                this.loading = false
+              }
+              this.error = $localize`Failed to load share link bundles.`
+              this.toastService.showError(
+                $localize`Error retrieving share link bundles.`,
+                error
+              )
+              return of(null)
+            })
+          )
+        }),
+        takeUntil(this.unsubscribeNotifier)
+      )
+      .subscribe((results) => {
+        if (results) {
+          this.bundles = results
+          this.copiedSlug = null
+        }
+        this.loading = false
+      })
+
+    this.triggerRefresh(false)
+    timer(5000, 5000)
+      .pipe(takeUntil(this.unsubscribeNotifier))
+      .subscribe(() => this.triggerRefresh(true))
+  }
+
+  ngOnDestroy(): void {
+    super.ngOnDestroy()
+  }
+
+  getShareUrl(bundle: ShareLinkBundleSummary): string {
+    const apiURL = new URL(environment.apiBaseUrl)
+    return `${apiURL.origin}${apiURL.pathname.replace(/\/api\/$/, '/share/')}${
+      bundle.slug
+    }`
+  }
+
+  copy(bundle: ShareLinkBundleSummary): void {
+    if (bundle.status !== ShareLinkBundleStatus.Ready) {
+      return
+    }
+    const success = this.clipboard.copy(this.getShareUrl(bundle))
+    if (success) {
+      this.copiedSlug = bundle.slug
+      setTimeout(() => {
+        this.copiedSlug = null
+      }, 3000)
+      this.toastService.showInfo($localize`Share link copied to clipboard.`)
+    }
+  }
+
+  delete(bundle: ShareLinkBundleSummary): void {
+    this.error = null
+    this.loading = true
+    this.shareLinkBundleService.delete(bundle).subscribe({
+      next: () => {
+        this.toastService.showInfo($localize`Share link bundle deleted.`)
+        this.triggerRefresh(false)
+      },
+      error: (e) => {
+        this.loading = false
+        this.toastService.showError(
+          $localize`Error deleting share link bundle.`,
+          e
+        )
+      },
+    })
+  }
+
+  retry(bundle: ShareLinkBundleSummary): void {
+    this.error = null
+    this.shareLinkBundleService.rebuildBundle(bundle.id).subscribe({
+      next: (updated) => {
+        this.toastService.showInfo(
+          $localize`Share link bundle rebuild requested.`
+        )
+        this.replaceBundle(updated)
+      },
+      error: (e) => {
+        this.toastService.showError($localize`Error requesting rebuild.`, e)
+      },
+    })
+  }
+
+  statusLabel(status: ShareLinkBundleStatus): string {
+    return SHARE_LINK_BUNDLE_STATUS_LABELS[status] ?? status
+  }
+
+  fileVersionLabel(version: FileVersion): string {
+    return SHARE_LINK_BUNDLE_FILE_VERSION_LABELS[version] ?? version
+  }
+
+  close(): void {
+    this.activeModal.close()
+  }
+
+  private replaceBundle(updated: ShareLinkBundleSummary): void {
+    const index = this.bundles.findIndex((bundle) => bundle.id === updated.id)
+    if (index >= 0) {
+      this.bundles = [
+        ...this.bundles.slice(0, index),
+        updated,
+        ...this.bundles.slice(index + 1),
+      ]
+    } else {
+      this.bundles = [updated, ...this.bundles]
+    }
+  }
+
+  private triggerRefresh(silent: boolean): void {
+    this.refresh$.next(silent)
+  }
+}

src-ui/src/app/components/common/share-links-dialog/share-links-dialog.component.html

@@ -51,7 +51,7 @@
   <div class="input-group w-100 mt-2">
     <label class="input-group-text" for="addLink"><ng-container i18n>Expires</ng-container>:</label>
     <select class="form-select fs-6" [(ngModel)]="expirationDays">
-      @for (option of EXPIRATION_OPTIONS; track option) {
+      @for (option of expirationOptions; track option) {
         <option [ngValue]="option.value">{{ option.label }}</option>
       }
     </select>

src-ui/src/app/components/common/share-links-dialog/share-links-dialog.component.ts

@@ -4,7 +4,11 @@ import { FormsModule, ReactiveFormsModule } from '@angular/forms'
 import { NgbActiveModal } from '@ng-bootstrap/ng-bootstrap'
 import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
 import { first } from 'rxjs'
-import { FileVersion, ShareLink } from 'src/app/data/share-link'
+import {
+  FileVersion,
+  SHARE_LINK_EXPIRATION_OPTIONS,
+  ShareLink,
+} from 'src/app/data/share-link'
 import { ShareLinkService } from 'src/app/services/rest/share-link.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { environment } from 'src/environments/environment'
@@ -21,12 +25,7 @@ export class ShareLinksDialogComponent implements OnInit {
   private toastService = inject(ToastService)
   private clipboard = inject(Clipboard)
 
-  EXPIRATION_OPTIONS = [
+  readonly expirationOptions = SHARE_LINK_EXPIRATION_OPTIONS
-    { label: $localize`1 day`, value: 1 },
-    { label: $localize`7 days`, value: 7 },
-    { label: $localize`30 days`, value: 30 },
-    { label: $localize`Never`, value: null },
-  ]
 
   @Input()
   title = $localize`Share Links`

src-ui/src/app/components/common/suggestions-dropdown/suggestions-dropdown.component.html

@@ -0,0 +1,49 @@
+<div class="btn-group">
+  <button type="button" class="btn btn-sm btn-outline-primary" (click)="clickSuggest()" [disabled]="loading || (suggestions && !aiEnabled)">
+    @if (loading) {
+      <div class="spinner-border spinner-border-sm" role="status"></div>
+    } @else {
+      <i-bs width="1.2em" height="1.2em" name="stars"></i-bs>
+    }
+    <span class="d-none d-lg-inline ps-1" i18n>Suggest</span>
+    @if (totalSuggestions > 0) {
+      <span class="badge bg-primary ms-2">{{ totalSuggestions }}</span>
+    }
+  </button>
+
+  @if (aiEnabled) {
+    <div class="btn-group" ngbDropdown #dropdown="ngbDropdown" [popperOptions]="popperOptions">
+      <button type="button" class="btn btn-sm btn-outline-primary" ngbDropdownToggle [disabled]="loading || !suggestions" aria-expanded="false" aria-controls="suggestionsDropdown" aria-label="Suggestions dropdown">
+        <span class="visually-hidden" i18n>Show suggestions</span>
+      </button>
+
+      <div ngbDropdownMenu aria-labelledby="suggestionsDropdown" class="shadow suggestions-dropdown">
+        <div class="list-group list-group-flush small pb-0">
+          @if (!suggestions?.suggested_tags && !suggestions?.suggested_document_types && !suggestions?.suggested_correspondents) {
+            <div class="list-group-item text-muted fst-italic">
+              <small class="text-muted small fst-italic" i18n>No novel suggestions</small>
+            </div>
+          }
+          @if (suggestions?.suggested_tags.length > 0) {
+            <small class="list-group-item text-uppercase text-muted small">Tags</small>
+            @for (tag of suggestions.suggested_tags; track tag) {
+              <button type="button" class="list-group-item list-group-item-action bg-light" (click)="addTag.emit(tag)" i18n>{{ tag }}</button>
+            }
+          }
+          @if (suggestions?.suggested_document_types.length > 0) {
+            <div class="list-group-item text-uppercase text-muted small">Document Types</div>
+            @for (type of suggestions.suggested_document_types; track type) {
+              <button type="button" class="list-group-item list-group-item-action bg-light" (click)="addDocumentType.emit(type)" i18n>{{ type }}</button>
+            }
+          }
+          @if (suggestions?.suggested_correspondents.length > 0) {
+            <div class="list-group-item text-uppercase text-muted small">Correspondents</div>
+            @for (correspondent of suggestions.suggested_correspondents; track correspondent) {
+              <button type="button" class="list-group-item list-group-item-action bg-light" (click)="addCorrespondent.emit(correspondent)" i18n>{{ correspondent }}</button>
+            }
+          }
+        </div>
+      </div>
+    </div>
+  }
+</div>

src-ui/src/app/components/common/suggestions-dropdown/suggestions-dropdown.component.scss

@@ -0,0 +1,3 @@
+.suggestions-dropdown {
+  min-width: 250px;
+}

src-ui/src/app/components/common/suggestions-dropdown/suggestions-dropdown.component.spec.ts

@@ -0,0 +1,51 @@
+import { ComponentFixture, TestBed } from '@angular/core/testing'
+import { NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
+import { NgxBootstrapIconsModule, allIcons } from 'ngx-bootstrap-icons'
+import { SuggestionsDropdownComponent } from './suggestions-dropdown.component'
+
+describe('SuggestionsDropdownComponent', () => {
+  let component: SuggestionsDropdownComponent
+  let fixture: ComponentFixture<SuggestionsDropdownComponent>
+
+  beforeEach(() => {
+    TestBed.configureTestingModule({
+      imports: [
+        NgbDropdownModule,
+        NgxBootstrapIconsModule.pick(allIcons),
+        SuggestionsDropdownComponent,
+      ],
+      providers: [],
+    })
+    fixture = TestBed.createComponent(SuggestionsDropdownComponent)
+    component = fixture.componentInstance
+    fixture.detectChanges()
+  })
+
+  it('should calculate totalSuggestions', () => {
+    component.suggestions = {
+      suggested_correspondents: ['John Doe'],
+      suggested_tags: ['Tag1', 'Tag2'],
+      suggested_document_types: ['Type1'],
+    }
+    expect(component.totalSuggestions).toBe(4)
+  })
+
+  it('should emit getSuggestions when clickSuggest is called and suggestions are null', () => {
+    jest.spyOn(component.getSuggestions, 'emit')
+    component.suggestions = null
+    component.clickSuggest()
+    expect(component.getSuggestions.emit).toHaveBeenCalled()
+  })
+
+  it('should toggle dropdown when clickSuggest is called and suggestions are not null', () => {
+    component.aiEnabled = true
+    fixture.detectChanges()
+    component.suggestions = {
+      suggested_correspondents: [],
+      suggested_tags: [],
+      suggested_document_types: [],
+    }
+    component.clickSuggest()
+    expect(component.dropdown.open).toBeTruthy()
+  })
+})

src-ui/src/app/components/common/suggestions-dropdown/suggestions-dropdown.component.ts

@@ -0,0 +1,64 @@
+import {
+  Component,
+  EventEmitter,
+  Input,
+  Output,
+  ViewChild,
+} from '@angular/core'
+import { NgbDropdown, NgbDropdownModule } from '@ng-bootstrap/ng-bootstrap'
+import { NgxBootstrapIconsModule } from 'ngx-bootstrap-icons'
+import { DocumentSuggestions } from 'src/app/data/document-suggestions'
+import { pngxPopperOptions } from 'src/app/utils/popper-options'
+
+@Component({
+  selector: 'pngx-suggestions-dropdown',
+  imports: [NgbDropdownModule, NgxBootstrapIconsModule],
+  templateUrl: './suggestions-dropdown.component.html',
+  styleUrl: './suggestions-dropdown.component.scss',
+})
+export class SuggestionsDropdownComponent {
+  public popperOptions = pngxPopperOptions
+
+  @ViewChild('dropdown') dropdown: NgbDropdown
+
+  @Input()
+  suggestions: DocumentSuggestions = null
+
+  @Input()
+  aiEnabled: boolean = false
+
+  @Input()
+  loading: boolean = false
+
+  @Input()
+  disabled: boolean = false
+
+  @Output()
+  getSuggestions: EventEmitter<SuggestionsDropdownComponent> =
+    new EventEmitter()
+
+  @Output()
+  addTag: EventEmitter<string> = new EventEmitter()
+
+  @Output()
+  addDocumentType: EventEmitter<string> = new EventEmitter()
+
+  @Output()
+  addCorrespondent: EventEmitter<string> = new EventEmitter()
+
+  public clickSuggest(): void {
+    if (!this.suggestions) {
+      this.getSuggestions.emit(this)
+    } else {
+      this.dropdown?.toggle()
+    }
+  }
+
+  get totalSuggestions(): number {
+    return (
+      this.suggestions?.suggested_correspondents?.length +
+        this.suggestions?.suggested_tags?.length +
+        this.suggestions?.suggested_document_types?.length || 0
+    )
+  }
+}

src-ui/src/app/components/common/system-status-dialog/system-status-dialog.component.html

@@ -266,6 +266,43 @@
                   }
                 </span>
               </dd>
+              @if (aiEnabled) {
+                <dt i18n>AI Index</dt>
+                <dd class="d-flex align-items-center">
+                  <button class="btn btn-sm d-flex align-items-center btn-dark text-uppercase small" [ngbPopover]="llmIndexStatus" triggers="click mouseenter:mouseleave">
+                    {{status.tasks.llmindex_status}}
+                    @if (status.tasks.llmindex_status === 'OK') {
+                      @if (isStale(status.tasks.llmindex_last_modified)) {
+                        <i-bs name="exclamation-triangle-fill" class="text-warning ms-2 lh-1"></i-bs>
+                      } @else {
+                        <i-bs name="check-circle-fill" class="text-primary ms-2 lh-1"></i-bs>
+                      }
+                    } @else {
+                      <i-bs name="exclamation-triangle-fill" class="ms-2 lh-1"
+                      [class.text-danger]="status.tasks.llmindex_status === SystemStatusItemStatus.ERROR"
+                      [class.text-warning]="status.tasks.llmindex_status === SystemStatusItemStatus.WARNING"
+                      [class.text-muted]="status.tasks.llmindex_status === SystemStatusItemStatus.DISABLED"></i-bs>
+                    }
+                  </button>
+                  @if (currentUserIsSuperUser) {
+                    @if (isRunning(PaperlessTaskName.LLMIndexUpdate)) {
+                      <div class="spinner-border spinner-border-sm ms-2" role="status"></div>
+                    } @else {
+                      <button class="btn btn-sm d-flex align-items-center btn-dark small ms-2" (click)="runTask(PaperlessTaskName.LLMIndexUpdate)">
+                        <i-bs name="play-fill"></i-bs>&nbsp;
+                        <ng-container i18n>Run Task</ng-container>
+                      </button>
+                    }
+                  }
+                </dd>
+                <ng-template #llmIndexStatus>
+                  @if (status.tasks.llmindex_status === 'OK') {
+                    <h6><ng-container i18n>Last Run</ng-container>:</h6> <span class="font-monospace small">{{status.tasks.llmindex_last_modified | customDate:'medium'}}</span>
+                  } @else {
+                    <h6><ng-container i18n>Error</ng-container>:</h6> <span class="font-monospace small">{{status.tasks.llmindex_error}}</span>
+                  }
+                </ng-template>
+              }
             </dl>
           </div>
         </div>

src-ui/src/app/components/common/system-status-dialog/system-status-dialog.component.spec.ts

@@ -68,6 +68,9 @@ const status: SystemStatus = {
     sanity_check_status: SystemStatusItemStatus.OK,
     sanity_check_last_run: new Date().toISOString(),
     sanity_check_error: null,
+    llmindex_status: SystemStatusItemStatus.OK,
+    llmindex_last_modified: new Date().toISOString(),
+    llmindex_error: null,
   },
 }
 

src-ui/src/app/components/common/system-status-dialog/system-status-dialog.component.ts

@@ -13,9 +13,11 @@ import {
   SystemStatus,
   SystemStatusItemStatus,
 } from 'src/app/data/system-status'
+import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { FileSizePipe } from 'src/app/pipes/file-size.pipe'
 import { PermissionsService } from 'src/app/services/permissions.service'
+import { SettingsService } from 'src/app/services/settings.service'
 import { SystemStatusService } from 'src/app/services/system-status.service'
 import { TasksService } from 'src/app/services/tasks.service'
 import { ToastService } from 'src/app/services/toast.service'
@@ -44,6 +46,7 @@ export class SystemStatusDialogComponent implements OnInit, OnDestroy {
   private toastService = inject(ToastService)
   private permissionsService = inject(PermissionsService)
   private websocketStatusService = inject(WebsocketStatusService)
+  private settingsService = inject(SettingsService)
 
   public SystemStatusItemStatus = SystemStatusItemStatus
   public PaperlessTaskName = PaperlessTaskName
@@ -60,6 +63,10 @@ export class SystemStatusDialogComponent implements OnInit, OnDestroy {
     return this.permissionsService.isSuperUser()
   }
 
+  get aiEnabled(): boolean {
+    return this.settingsService.get(SETTINGS_KEYS.AI_ENABLED)
+  }
+
   public ngOnInit() {
     this.versionMismatch =
       environment.production &&

src-ui/src/app/components/document-detail/document-detail.component.html

@@ -1,4 +1,4 @@
-<pngx-page-header [(title)]="title">
+<pngx-page-header [(title)]="title" [id]="documentId">
   @if (archiveContentRenderType === ContentRenderType.PDF && !useNativePdfViewer) {
     @if (previewNumPages) {
       <div class="input-group input-group-sm d-none d-md-flex">
@@ -74,16 +74,6 @@
     </div>
   </div>
 
-  <pngx-custom-fields-dropdown
-    *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.CustomField }"
-    [documentId]="documentId"
-    [disabled]="!userCanEdit"
-    [existingFields]="document?.custom_fields"
-    (created)="refreshCustomFields()"
-    (added)="addField($event)">
-  </pngx-custom-fields-dropdown>
-
-
   <div class="ms-auto" ngbDropdown>
     <button class="btn btn-sm btn-outline-primary" id="sendDropdown" ngbDropdownToggle>
       <i-bs name="send"></i-bs>
@@ -104,7 +94,7 @@
 </pngx-page-header>
 
 <div class="row">
-  <div class="col-md-6 col-xl-4 mb-4">
+  <div class="col-md-6 col-xl-5 mb-4">
 
     <form [formGroup]='documentForm' (ngSubmit)="save()">
 
@@ -121,6 +111,32 @@
           </button>
         </div>
 
+        <ng-container *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.Document }">
+          <div class="btn-group pb-3 ms-auto">
+            <pngx-suggestions-dropdown *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.Document }"
+              [disabled]="!userCanEdit || suggestionsLoading"
+              [loading]="suggestionsLoading"
+              [suggestions]="suggestions"
+              [aiEnabled]="aiEnabled"
+              (getSuggestions)="getSuggestions()"
+              (addTag)="createTag($event)"
+              (addDocumentType)="createDocumentType($event)"
+              (addCorrespondent)="createCorrespondent($event)">
+            </pngx-suggestions-dropdown>
+          </div>
+
+          <div class="btn-group pb-3 ms-2">
+            <pngx-custom-fields-dropdown
+              *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.CustomField }"
+              [documentId]="documentId"
+              [disabled]="!userCanEdit"
+              [existingFields]="document?.custom_fields"
+              (created)="refreshCustomFields()"
+              (added)="addField($event)">
+            </pngx-custom-fields-dropdown>
+          </div>
+        </ng-container>
+
         <ng-container *ngTemplateOutlet="saveButtons"></ng-container>
       </div>
 
@@ -129,17 +145,27 @@
           <a ngbNavLink i18n>Details</a>
           <ng-template ngbNavContent>
             <div>
-              <pngx-input-text #inputTitle i18n-title title="Title" formControlName="title" [horizontal]="true" (keyup)="titleKeyUp($event)" [error]="error?.title"></pngx-input-text>
+              <pngx-input-text #inputTitle i18n-title title="Title" formControlName="title" [horizontal]="true" [suggestion]="suggestions?.title" (keyup)="titleKeyUp($event)" [error]="error?.title"></pngx-input-text>
+              @if (!isFieldHidden(DocumentDetailFieldID.ArchiveSerialNumber)) {
                 <pngx-input-number i18n-title title="Archive serial number" [error]="error?.archive_serial_number" [horizontal]="true" formControlName='archive_serial_number'></pngx-input-number>
+              }
               <pngx-input-date i18n-title title="Date created" formControlName="created" [suggestions]="suggestions?.dates" [showFilter]="true" [horizontal]="true" (filterDocuments)="filterDocuments($event)"
               [error]="error?.created"></pngx-input-date>
+              @if (!isFieldHidden(DocumentDetailFieldID.Correspondent)) {
                 <pngx-input-select [items]="correspondents" i18n-title title="Correspondent" formControlName="correspondent" [allowNull]="true" [showFilter]="true" [horizontal]="true" (filterDocuments)="filterDocuments($event, DataType.Correspondent)"
                 (createNew)="createCorrespondent($event)" [hideAddButton]="createDisabled(DataType.Correspondent)" [suggestions]="suggestions?.correspondents" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Correspondent }"></pngx-input-select>
+              }
+              @if (!isFieldHidden(DocumentDetailFieldID.DocumentType)) {
                 <pngx-input-select [items]="documentTypes" i18n-title title="Document type" formControlName="document_type" [allowNull]="true" [showFilter]="true" [horizontal]="true" (filterDocuments)="filterDocuments($event, DataType.DocumentType)"
                 (createNew)="createDocumentType($event)" [hideAddButton]="createDisabled(DataType.DocumentType)" [suggestions]="suggestions?.document_types" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.DocumentType }"></pngx-input-select>
+              }
+              @if (!isFieldHidden(DocumentDetailFieldID.StoragePath)) {
                 <pngx-input-select [items]="storagePaths" i18n-title title="Storage path" formControlName="storage_path" [allowNull]="true" [showFilter]="true" [horizontal]="true" (filterDocuments)="filterDocuments($event, DataType.StoragePath)"
                 (createNew)="createStoragePath($event)" [hideAddButton]="createDisabled(DataType.StoragePath)" [suggestions]="suggestions?.storage_paths" i18n-placeholder placeholder="Default" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.StoragePath }"></pngx-input-select>
-              <pngx-input-tags formControlName="tags" [suggestions]="suggestions?.tags" [showFilter]="true" [horizontal]="true" (filterDocuments)="filterDocuments($event, DataType.Tag)" [hideAddButton]="createDisabled(DataType.Tag)" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Tag }"></pngx-input-tags>
+              }
+              @if (!isFieldHidden(DocumentDetailFieldID.Tags)) {
+                <pngx-input-tags #tagsInput formControlName="tags" [suggestions]="suggestions?.tags" [showFilter]="true" [horizontal]="true" (filterDocuments)="filterDocuments($event, DataType.Tag)" [hideAddButton]="createDisabled(DataType.Tag)" *pngxIfPermissions="{ action: PermissionAction.View, type: PermissionType.Tag }"></pngx-input-tags>
+              }
               @for (fieldInstance of document?.custom_fields; track fieldInstance.field; let i = $index) {
                 <div [formGroup]="customFieldFormFields.controls[i]">
                   @switch (getCustomFieldFromInstance(fieldInstance)?.data_type) {
@@ -354,6 +380,37 @@
             </ng-template>
           </li>
         }
+
+        @if (document?.duplicate_documents?.length) {
+          <li [ngbNavItem]="DocumentDetailNavIDs.Duplicates">
+            <a class="text-nowrap" ngbNavLink i18n>
+              Duplicates
+              <span class="badge text-bg-secondary ms-1">{{ document.duplicate_documents.length }}</span>
+            </a>
+            <ng-template ngbNavContent>
+              <div class="d-flex flex-column gap-2">
+                <div class="fst-italic" i18n>Duplicate documents detected:</div>
+                <div class="list-group">
+                  @for (duplicate of document.duplicate_documents; track duplicate.id) {
+                    <a
+                      class="list-group-item list-group-item-action d-flex justify-content-between align-items-center"
+                      [routerLink]="['/documents', duplicate.id, 'details']"
+                      [class.disabled]="duplicate.deleted_at"
+                    >
+                      <span class="d-flex align-items-center gap-2">
+                        <span>{{ duplicate.title || ('#' + duplicate.id) }}</span>
+                        @if (duplicate.deleted_at) {
+                          <span class="badge text-bg-secondary" i18n>In trash</span>
+                        }
+                      </span>
+                      <span class="text-secondary">#{{ duplicate.id }}</span>
+                    </a>
+                  }
+                </div>
+              </div>
+            </ng-template>
+          </li>
+        }
       </ul>
 
       <div [ngbNavOutlet]="nav" class="mt-3"></div>
@@ -361,14 +418,14 @@
     </form>
   </div>
 
-  <div class="col-md-6 col-xl-8 mb-3 d-none d-md-block position-relative" #pdfPreview>
+  <div class="col-md-6 col-xl-7 mb-3 d-none d-md-block position-relative" #pdfPreview>
     <ng-container *ngTemplateOutlet="previewContent"></ng-container>
   </div>
 
 </div>
 
 <ng-template #saveButtons>
-  <div class="btn-group pb-3 ms-auto">
+  <div class="btn-group pb-3 ms-4">
     <ng-container *pngxIfPermissions="{ action: PermissionAction.Change, type: PermissionType.Document }">
       <button type="submit" class="order-3 btn btn-sm btn-primary" i18n [disabled]="!userCanEdit || networkActive || (isDirty$ | async) !== true">Save</button>
       @if (hasNext()) {

src-ui/src/app/components/document-detail/document-detail.component.spec.ts

@@ -48,6 +48,7 @@ import {
 } from 'src/app/data/filter-rule-type'
 import { StoragePath } from 'src/app/data/storage-path'
 import { Tag } from 'src/app/data/tag'
+import { SETTINGS_KEYS } from 'src/app/data/ui-settings'
 import { PermissionsGuard } from 'src/app/guards/permissions.guard'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
 import { DocumentTitlePipe } from 'src/app/pipes/document-title.pipe'
@@ -68,10 +69,8 @@ import { environment } from 'src/environments/environment'
 import { ConfirmDialogComponent } from '../common/confirm-dialog/confirm-dialog.component'
 import { PasswordRemovalConfirmDialogComponent } from '../common/confirm-dialog/password-removal-confirm-dialog/password-removal-confirm-dialog.component'
 import { CustomFieldsDropdownComponent } from '../common/custom-fields-dropdown/custom-fields-dropdown.component'
-import {
+import { DocumentDetailComponent } from './document-detail.component'
-  DocumentDetailComponent,
+import { ZoomSetting } from './zoom-setting'
-  ZoomSetting,
-} from './document-detail.component'
 
 const doc: Document = {
   id: 3,
@@ -157,6 +156,16 @@ describe('DocumentDetailComponent', () => {
         {
           provide: TagService,
           useValue: {
+            getCachedMany: (ids: number[]) =>
+              of(
+                ids.map((id) => ({
+                  id,
+                  name: `Tag${id}`,
+                  is_inbox_tag: true,
+                  color: '#ff0000',
+                  text_color: '#000000',
+                }))
+              ),
             listAll: () =>
               of({
                 count: 3,
@@ -291,16 +300,16 @@ describe('DocumentDetailComponent', () => {
       .spyOn(openDocumentsService, 'openDocument')
       .mockReturnValueOnce(of(true))
     fixture.detectChanges()
-    expect(component.activeNavID).toEqual(5) // DocumentDetailNavIDs.Notes
+    expect(component.activeNavID).toEqual(component.DocumentDetailNavIDs.Notes)
   })
 
   it('should change url on tab switch', () => {
     initNormally()
     const navigateSpy = jest.spyOn(router, 'navigate')
-    component.nav.select(5)
+    component.nav.select(component.DocumentDetailNavIDs.Notes)
     component.nav.navChange.next({
       activeId: 1,
-      nextId: 5,
+      nextId: component.DocumentDetailNavIDs.Notes,
       preventDefault: () => {},
     })
     fixture.detectChanges()
@@ -342,6 +351,18 @@ describe('DocumentDetailComponent', () => {
     expect(component.document).toEqual(doc)
   })
 
+  it('should fall back to details tab when duplicates tab is active but no duplicates', () => {
+    initNormally()
+    component.activeNavID = component.DocumentDetailNavIDs.Duplicates
+    const noDupDoc = { ...doc, duplicate_documents: [] }
+
+    component.updateComponent(noDupDoc)
+
+    expect(component.activeNavID).toEqual(
+      component.DocumentDetailNavIDs.Details
+    )
+  })
+
   it('should load already-opened document via param', () => {
     initNormally()
     jest.spyOn(documentService, 'get').mockReturnValueOnce(of(doc))
@@ -357,6 +378,38 @@ describe('DocumentDetailComponent', () => {
     expect(component.document).toEqual(doc)
   })
 
+  it('should update cached open document duplicates when reloading an open doc', () => {
+    const openDoc = { ...doc, duplicate_documents: [{ id: 1, title: 'Old' }] }
+    const updatedDuplicates = [
+      { id: 2, title: 'Newer duplicate', deleted_at: null },
+    ]
+    jest
+      .spyOn(activatedRoute, 'paramMap', 'get')
+      .mockReturnValue(of(convertToParamMap({ id: 3, section: 'details' })))
+    jest.spyOn(documentService, 'get').mockReturnValue(
+      of({
+        ...doc,
+        modified: new Date('2024-01-02T00:00:00Z'),
+        duplicate_documents: updatedDuplicates,
+      })
+    )
+    jest.spyOn(openDocumentsService, 'getOpenDocument').mockReturnValue(openDoc)
+    const saveSpy = jest.spyOn(openDocumentsService, 'save')
+    jest.spyOn(openDocumentsService, 'openDocument').mockReturnValue(of(true))
+    jest.spyOn(customFieldsService, 'listAll').mockReturnValue(
+      of({
+        count: customFields.length,
+        all: customFields.map((f) => f.id),
+        results: customFields,
+      })
+    )
+
+    fixture.detectChanges()
+
+    expect(openDoc.duplicate_documents).toEqual(updatedDuplicates)
+    expect(saveSpy).toHaveBeenCalled()
+  })
+
   it('should disable form if user cannot edit', () => {
     currentUserHasObjectPermissions = false
     initNormally()
@@ -383,8 +436,32 @@ describe('DocumentDetailComponent', () => {
     currentUserCan = true
   })
 
-  it('should support creating document type', () => {
+  it('should support creating tag, remove from suggestions', () => {
     initNormally()
+    component.suggestions = {
+      suggested_tags: ['Tag1', 'NewTag12'],
+    }
+    let openModal: NgbModalRef
+    modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
+    const modalSpy = jest.spyOn(modalService, 'open')
+    component.createTag('NewTag12')
+    expect(modalSpy).toHaveBeenCalled()
+    openModal.componentInstance.succeeded.next({
+      id: 12,
+      name: 'NewTag12',
+      is_inbox_tag: true,
+      color: '#ff0000',
+      text_color: '#000000',
+    })
+    expect(component.tagsInput.value).toContain(12)
+    expect(component.suggestions.suggested_tags).not.toContain('NewTag12')
+  })
+
+  it('should support creating document type, remove from suggestions', () => {
+    initNormally()
+    component.suggestions = {
+      suggested_document_types: ['DocumentType1', 'NewDocType2'],
+    }
     let openModal: NgbModalRef
     modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
     const modalSpy = jest.spyOn(modalService, 'open')
@@ -392,10 +469,16 @@ describe('DocumentDetailComponent', () => {
     expect(modalSpy).toHaveBeenCalled()
     openModal.componentInstance.succeeded.next({ id: 12, name: 'NewDocType12' })
     expect(component.documentForm.get('document_type').value).toEqual(12)
+    expect(component.suggestions.suggested_document_types).not.toContain(
+      'NewDocType2'
+    )
   })
 
-  it('should support creating correspondent', () => {
+  it('should support creating correspondent, remove from suggestions', () => {
     initNormally()
+    component.suggestions = {
+      suggested_correspondents: ['Correspondent1', 'NewCorrrespondent12'],
+    }
     let openModal: NgbModalRef
     modalService.activeInstances.subscribe((modal) => (openModal = modal[0]))
     const modalSpy = jest.spyOn(modalService, 'open')
@@ -406,6 +489,9 @@ describe('DocumentDetailComponent', () => {
       name: 'NewCorrrespondent12',
     })
     expect(component.documentForm.get('correspondent').value).toEqual(12)
+    expect(component.suggestions.suggested_correspondents).not.toContain(
+      'NewCorrrespondent12'
+    )
   })
 
   it('should support creating storage path', () => {
@@ -928,7 +1014,7 @@ describe('DocumentDetailComponent', () => {
   it('should display built-in pdf viewer if not disabled', () => {
     initNormally()
     component.document.archived_file_name = 'file.pdf'
-    jest.spyOn(settingsService, 'get').mockReturnValue(false)
+    settingsService.set(SETTINGS_KEYS.USE_NATIVE_PDF_VIEWER, false)
     expect(component.useNativePdfViewer).toBeFalsy()
     fixture.detectChanges()
     expect(fixture.debugElement.query(By.css('pdf-viewer'))).not.toBeNull()
@@ -937,7 +1023,7 @@ describe('DocumentDetailComponent', () => {
   it('should display native pdf viewer if enabled', () => {
     initNormally()
     component.document.archived_file_name = 'file.pdf'
-    jest.spyOn(settingsService, 'get').mockReturnValue(true)
+    settingsService.set(SETTINGS_KEYS.USE_NATIVE_PDF_VIEWER, true)
     expect(component.useNativePdfViewer).toBeTruthy()
     fixture.detectChanges()
     expect(fixture.debugElement.query(By.css('object'))).not.toBeNull()
@@ -996,7 +1082,7 @@ describe('DocumentDetailComponent', () => {
     expect(component.document.custom_fields).toHaveLength(initialLength - 1)
     expect(component.customFieldFormFields).toHaveLength(initialLength - 1)
     expect(
-      fixture.debugElement.query(By.css('form')).nativeElement.textContent
+      fixture.debugElement.query(By.css('form ul')).nativeElement.textContent
     ).not.toContain('Field 1')
     const patchSpy = jest.spyOn(documentService, 'patch')
     component.save(true)
@@ -1087,10 +1173,22 @@ describe('DocumentDetailComponent', () => {
 
   it('should get suggestions', () => {
     const suggestionsSpy = jest.spyOn(documentService, 'getSuggestions')
-    suggestionsSpy.mockReturnValue(of({ tags: [42, 43] }))
+    suggestionsSpy.mockReturnValue(
+      of({
+        tags: [42, 43],
+        suggested_tags: [],
+        suggested_document_types: [],
+        suggested_correspondents: [],
+      })
+    )
     initNormally()
     expect(suggestionsSpy).toHaveBeenCalled()
-    expect(component.suggestions).toEqual({ tags: [42, 43] })
+    expect(component.suggestions).toEqual({
+      tags: [42, 43],
+      suggested_tags: [],
+      suggested_document_types: [],
+      suggested_correspondents: [],
+    })
   })
 
   it('should show error if needed for get suggestions', () => {

src-ui/src/app/components/document-detail/document-detail.component.ts

@@ -8,7 +8,7 @@ import {
   FormsModule,
   ReactiveFormsModule,
 } from '@angular/forms'
-import { ActivatedRoute, Router } from '@angular/router'
+import { ActivatedRoute, Router, RouterModule } from '@angular/router'
 import {
   NgbDateStruct,
   NgbDropdownModule,
@@ -31,6 +31,7 @@ import {
   map,
   switchMap,
   takeUntil,
+  tap,
 } from 'rxjs/operators'
 import { Correspondent } from 'src/app/data/correspondent'
 import { CustomField, CustomFieldDataType } from 'src/app/data/custom-field'
@@ -76,12 +77,14 @@ import { DocumentTypeService } from 'src/app/services/rest/document-type.service
 import { DocumentService } from 'src/app/services/rest/document.service'
 import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { StoragePathService } from 'src/app/services/rest/storage-path.service'
+import { TagService } from 'src/app/services/rest/tag.service'
 import { UserService } from 'src/app/services/rest/user.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { getFilenameFromContentDisposition } from 'src/app/utils/http'
 import { ISODateAdapter } from 'src/app/utils/ngb-iso-date-adapter'
 import * as UTIF from 'utif'
+import { DocumentDetailFieldID } from '../admin/settings/settings.component'
 import { ConfirmDialogComponent } from '../common/confirm-dialog/confirm-dialog.component'
 import { PasswordRemovalConfirmDialogComponent } from '../common/confirm-dialog/password-removal-confirm-dialog/password-removal-confirm-dialog.component'
 import { CustomFieldsDropdownComponent } from '../common/custom-fields-dropdown/custom-fields-dropdown.component'
@@ -89,6 +92,7 @@ import { CorrespondentEditDialogComponent } from '../common/edit-dialog/correspo
 import { DocumentTypeEditDialogComponent } from '../common/edit-dialog/document-type-edit-dialog/document-type-edit-dialog.component'
 import { EditDialogMode } from '../common/edit-dialog/edit-dialog.component'
 import { StoragePathEditDialogComponent } from '../common/edit-dialog/storage-path-edit-dialog/storage-path-edit-dialog.component'
+import { TagEditDialogComponent } from '../common/edit-dialog/tag-edit-dialog/tag-edit-dialog.component'
 import { EmailDocumentDialogComponent } from '../common/email-document-dialog/email-document-dialog.component'
 import { CheckComponent } from '../common/input/check/check.component'
 import { DateComponent } from '../common/input/date/date.component'
@@ -102,15 +106,15 @@ import { TextComponent } from '../common/input/text/text.component'
 import { TextAreaComponent } from '../common/input/textarea/textarea.component'
 import { UrlComponent } from '../common/input/url/url.component'
 import { PageHeaderComponent } from '../common/page-header/page-header.component'
-import {
+import { PdfEditorEditMode } from '../common/pdf-editor/pdf-editor-edit-mode'
-  PDFEditorComponent,
+import { PDFEditorComponent } from '../common/pdf-editor/pdf-editor.component'
-  PdfEditorEditMode,
-} from '../common/pdf-editor/pdf-editor.component'
 import { ShareLinksDialogComponent } from '../common/share-links-dialog/share-links-dialog.component'
+import { SuggestionsDropdownComponent } from '../common/suggestions-dropdown/suggestions-dropdown.component'
 import { DocumentHistoryComponent } from '../document-history/document-history.component'
 import { DocumentNotesComponent } from '../document-notes/document-notes.component'
 import { ComponentWithPermissions } from '../with-permissions/with-permissions.component'
 import { MetadataCollapseComponent } from './metadata-collapse/metadata-collapse.component'
+import { ZoomSetting } from './zoom-setting'
 
 enum DocumentDetailNavIDs {
   Details = 1,
@@ -120,6 +124,7 @@ enum DocumentDetailNavIDs {
   Notes = 5,
   Permissions = 6,
   History = 7,
+  Duplicates = 8,
 }
 
 enum ContentRenderType {
@@ -131,18 +136,6 @@ enum ContentRenderType {
   TIFF = 'tiff',
 }
 
-export enum ZoomSetting {
-  PageFit = 'page-fit',
-  PageWidth = 'page-width',
-  Quarter = '.25',
-  Half = '.5',
-  ThreeQuarters = '.75',
-  One = '1',
-  OneAndHalf = '1.5',
-  Two = '2',
-  Three = '3',
-}
-
 @Component({
   selector: 'pngx-document-detail',
   templateUrl: './document-detail.component.html',
@@ -163,6 +156,7 @@ export enum ZoomSetting {
     NumberComponent,
     MonetaryComponent,
     UrlComponent,
+    SuggestionsDropdownComponent,
     CustomDatePipe,
     FileSizePipe,
     IfPermissionsDirective,
@@ -176,6 +170,7 @@ export enum ZoomSetting {
     NgxBootstrapIconsModule,
     PdfViewerModule,
     TextAreaComponent,
+    RouterModule,
   ],
 })
 export class DocumentDetailComponent
@@ -184,6 +179,7 @@ export class DocumentDetailComponent
 {
   private documentsService = inject(DocumentService)
   private route = inject(ActivatedRoute)
+  private tagService = inject(TagService)
   private correspondentService = inject(CorrespondentService)
   private documentTypeService = inject(DocumentTypeService)
   private router = inject(Router)
@@ -206,6 +202,8 @@ export class DocumentDetailComponent
   @ViewChild('inputTitle')
   titleInput: TextComponent
 
+  @ViewChild('tagsInput') tagsInput: TagsComponent
+
   expandOriginalMetadata = false
   expandArchivedMetadata = false
 
@@ -217,6 +215,7 @@ export class DocumentDetailComponent
   document: Document
   metadata: DocumentMetadata
   suggestions: DocumentSuggestions
+  suggestionsLoading: boolean = false
   users: User[]
 
   title: string
@@ -270,16 +269,18 @@ export class DocumentDetailComponent
 
   public readonly DataType = DataType
 
+  public readonly DocumentDetailFieldID = DocumentDetailFieldID
+
   @ViewChild('nav') nav: NgbNav
   @ViewChild('pdfPreview') set pdfPreview(element) {
     // this gets called when component added or removed from DOM
     if (
       element &&
       element.nativeElement.offsetParent !== null &&
-      this.nav?.activeId == 4
+      this.nav?.activeId == DocumentDetailNavIDs.Preview
     ) {
       // its visible
-      setTimeout(() => this.nav?.select(1))
+      setTimeout(() => this.nav?.select(DocumentDetailNavIDs.Details))
     }
   }
 
@@ -298,6 +299,10 @@ export class DocumentDetailComponent
     return this.deviceDetectorService.isMobile()
   }
 
+  get aiEnabled(): boolean {
+    return this.settings.get(SETTINGS_KEYS.AI_ENABLED)
+  }
+
   get archiveContentRenderType(): ContentRenderType {
     return this.document?.archived_file_name
       ? this.getRenderType('application/pdf')
@@ -312,6 +317,12 @@ export class DocumentDetailComponent
     return this.settings.get(SETTINGS_KEYS.DOCUMENT_EDITING_OVERLAY_THUMBNAIL)
   }
 
+  isFieldHidden(fieldId: DocumentDetailFieldID): boolean {
+    return this.settings
+      .get(SETTINGS_KEYS.DOCUMENT_DETAILS_HIDDEN_FIELDS)
+      .includes(fieldId)
+  }
+
   private getRenderType(mimeType: string): ContentRenderType {
     if (!mimeType) return ContentRenderType.Unknown
     if (mimeType === 'application/pdf') {
@@ -441,6 +452,11 @@ export class DocumentDetailComponent
           const openDocument = this.openDocumentService.getOpenDocument(
             this.documentId
           )
+          // update duplicate documents if present
+          if (openDocument && doc?.duplicate_documents) {
+            openDocument.duplicate_documents = doc.duplicate_documents
+            this.openDocumentService.save()
+          }
           const useDoc = openDocument || doc
           if (openDocument) {
             if (
@@ -682,8 +698,32 @@ export class DocumentDetailComponent
         PermissionType.Document
       )
     ) {
+      this.tagService.getCachedMany(doc.tags).subscribe((tags) => {
+        // only show suggestions if document has inbox tags
+        if (tags.some((tag) => tag.is_inbox_tag)) {
+          this.getSuggestions()
+        }
+      })
+    }
+    this.title = this.documentTitlePipe.transform(doc.title)
+    this.prepareForm(doc)
+
+    if (
+      this.activeNavID === DocumentDetailNavIDs.Duplicates &&
+      !doc?.duplicate_documents?.length
+    ) {
+      this.activeNavID = DocumentDetailNavIDs.Details
+    }
+  }
+
+  get customFieldFormFields(): FormArray {
+    return this.documentForm.get('custom_fields') as FormArray
+  }
+
+  getSuggestions() {
+    this.suggestionsLoading = true
     this.documentsService
-        .getSuggestions(doc.id)
+      .getSuggestions(this.documentId)
       .pipe(
         first(),
         takeUntil(this.unsubscribeNotifier),
@@ -692,9 +732,11 @@ export class DocumentDetailComponent
       .subscribe({
         next: (result) => {
           this.suggestions = result
+          this.suggestionsLoading = false
         },
         error: (error) => {
           this.suggestions = null
+          this.suggestionsLoading = false
           this.toastService.showError(
             $localize`Error retrieving suggestions.`,
             error
@@ -702,12 +744,37 @@ export class DocumentDetailComponent
         },
       })
   }
-    this.title = this.documentTitlePipe.transform(doc.title)
-    this.prepareForm(doc)
-  }
 
-  get customFieldFormFields(): FormArray {
+  createTag(newName: string) {
-    return this.documentForm.get('custom_fields') as FormArray
+    var modal = this.modalService.open(TagEditDialogComponent, {
+      backdrop: 'static',
+    })
+    modal.componentInstance.dialogMode = EditDialogMode.CREATE
+    if (newName) modal.componentInstance.object = { name: newName }
+    modal.componentInstance.succeeded
+      .pipe(
+        tap((newTag: Tag) => {
+          // remove from suggestions if present
+          if (this.suggestions) {
+            this.suggestions = {
+              ...this.suggestions,
+              suggested_tags: this.suggestions.suggested_tags.filter(
+                (tag) => tag !== newTag.name
+              ),
+            }
+          }
+        }),
+        switchMap((newTag: Tag) => {
+          return this.tagService
+            .listAll()
+            .pipe(map((tags) => ({ newTag, tags })))
+        }),
+        takeUntil(this.unsubscribeNotifier)
+      )
+      .subscribe(({ newTag, tags }) => {
+        this.tagsInput.tags = tags.results
+        this.tagsInput.addTag(newTag.id)
+      })
   }
 
   createDocumentType(newName: string) {
@@ -729,6 +796,12 @@ export class DocumentDetailComponent
         this.documentTypes = documentTypes.results
         this.documentForm.get('document_type').setValue(newDocumentType.id)
         this.documentForm.get('document_type').markAsDirty()
+        if (this.suggestions) {
+          this.suggestions.suggested_document_types =
+            this.suggestions.suggested_document_types.filter(
+              (dt) => dt !== newName
+            )
+        }
       })
   }
 
@@ -753,6 +826,12 @@ export class DocumentDetailComponent
         this.correspondents = correspondents.results
         this.documentForm.get('correspondent').setValue(newCorrespondent.id)
         this.documentForm.get('correspondent').markAsDirty()
+        if (this.suggestions) {
+          this.suggestions.suggested_correspondents =
+            this.suggestions.suggested_correspondents.filter(
+              (c) => c !== newName
+            )
+        }
       })
   }
 

src-ui/src/app/components/document-detail/zoom-setting.ts

@@ -0,0 +1,11 @@
+export enum ZoomSetting {
+  PageFit = 'page-fit',
+  PageWidth = 'page-width',
+  Quarter = '.25',
+  Half = '.5',
+  ThreeQuarters = '.75',
+  One = '1',
+  OneAndHalf = '1.5',
+  Two = '2',
+  Three = '3',
+}

src-ui/src/app/components/document-list/bulk-editor/bulk-editor.component.html

@@ -96,6 +96,29 @@
           <button ngbDropdownItem (click)="mergeSelected()" [disabled]="!userCanAdd || list.selected.size < 2">
             <i-bs name="journals"></i-bs>&nbsp;<ng-container i18n>Merge</ng-container>
           </button>
+        </div>
+      </div>
+    </div>
+    <div class="btn-toolbar" ngbDropdown>
+      <button
+        class="btn btn-sm btn-outline-primary"
+        id="dropdownSend"
+        ngbDropdownToggle
+        [disabled]="disabled || list.selected.size === 0"
+      >
+        <i-bs name="send"></i-bs>
+        <div class="d-none d-sm-inline">
+          &nbsp;<ng-container i18n>Send</ng-container>
+        </div>
+      </button>
+      <div ngbDropdownMenu aria-labelledby="dropdownSend" class="shadow">
+        <button ngbDropdownItem (click)="createShareLinkBundle()">
+          <i-bs name="link"></i-bs>&nbsp;<ng-container i18n>Create a share link bundle</ng-container>
+        </button>
+        <button ngbDropdownItem (click)="manageShareLinkBundles()">
+          <i-bs name="list-ul"></i-bs>&nbsp;<ng-container i18n>Manage share link bundles</ng-container>
+        </button>
+        <div class="dropdown-divider"></div>
         @if (emailEnabled) {
           <button ngbDropdownItem (click)="emailSelected()">
             <i-bs name="envelope"></i-bs>&nbsp;<ng-container i18n>Email</ng-container>
@@ -103,7 +126,6 @@
         }
       </div>
     </div>
-    </div>
     <div class="btn-group btn-group-sm">
       <button class="btn btn-sm btn-outline-primary" [disabled]="awaitingDownload" (click)="downloadSelected()">
         @if (!awaitingDownload) {