Merge branch 'master' into dev

.github/ISSUE_TEMPLATE/bug_report.md

@@ -11,6 +11,10 @@ assignees: ''
 => Before opening an issue, please check the documentation and see if it helps you resolve your issue: https://paperless-ng.readthedocs.io/en/latest/troubleshooting.html
 => Please also make sure that you followed the installation instructions.
 => Please search the issues and look for similar issues before opening a bug report.
+
+=> If you encounter issues while installing of configuring Paperless-ng, please post that in the "Support" section of the discussions. Remember that Paperless successfully runs on a variety of different systems. If paperless does not start, it's probably an issue with your system, and not an issue of paperless.
+
+=> Don't remove the [BUG] prefix from the title.
 -->
 
 **Describe the bug**

.github/ISSUE_TEMPLATE/feature_request.md

@@ -9,6 +9,9 @@ assignees: ''
 
 <!--
 => We already have lots of feature requests open. Please search the existing requests first and look for feature requests similar to yours.
+
+=> Don't remove the [Feature Request] prefix from the title.
+
 -->
 
 **Is your feature request related to a problem? Please describe.**

.github/ISSUE_TEMPLATE/other.md

@@ -1,7 +1,7 @@
 ---
 name: Other
 about: Anything that is not a feature request or bug.
-title: ''
+title: "[Other] Title of your issue"
 labels: ''
 assignees: ''
 
@@ -11,4 +11,8 @@ assignees: ''
 
 => Discussions, Feedback and other suggestions belong in the "Disussion" section and not on the issue tracker.
 
+=> If you encounter issues while installing of configuring Paperless-ng, please post that in the "Support" section of the discussions. Remember that Paperless successfully runs on a variety of different systems. If paperless does not start, it's probably is an issue with your system, and not an issue of paperless.
+
+=> Don't remove the [Other] prefix from the title.
+
 -->

.github/workflows/ansible.yml

@@ -21,20 +21,20 @@ jobs:
       - name: Install dependencies
         run: |
           python3 -m pip install --upgrade pip
-          python3 -m pip install molecule[ansible,docker]
+          python3 -m pip install molecule[ansible,docker] jmespath
           ansible --version
           docker --version
           molecule --version
           python --version
-      - name: Test fresh installation with molecule
+      - name: Test installation/build/upgrade with molecule
         run: |
           cd ansible
-          molecule test -s fresh
-        working-directory: "${{ github.repository }}"
-      - name: Test release update with molecule
-        run: |
-          cd ansible
-          molecule test -s update
+          molecule create
+          molecule verify
+          molecule converge
+          molecule idempotence
+          molecule verify
+          molecule destroy
         working-directory: "${{ github.repository }}"
   # # https://galaxy.ansible.com/docs/contributing/importing.html
   # release:

README.md

@@ -8,7 +8,7 @@
 
 [Paperless](https://github.com/the-paperless-project/paperless) is an application by Daniel Quinn and contributors that indexes your scanned documents and allows you to easily search for documents and store metadata alongside your documents.
 
-Paperless-ng is a fork of the original project, adding a new interface and many other changes under the hood. For a detailed list of changes, have a look at the changelog in the documentation.
+Paperless-ng is a fork of the original project, adding a new interface and many other changes under the hood. For a detailed list of changes, have a look at the [change log](https://paperless-ng.readthedocs.io/en/latest/changelog.html) in the documentation.
 
 # Survey
 

ansible/defaults/main.yml

@@ -1,5 +1,5 @@
 ---
-paperlessng_version: 0.9.14
+paperlessng_version: latest  # 'latest', release number, or github branch/tag/commit/ref
 
 # Required services
 paperlessng_redis_host: localhost

ansible/molecule/default/converge.yml

@@ -2,10 +2,9 @@
 - name: update previous release to newest release
   hosts: all
   tasks:
-    - name: set current version as installation target
+    - name: set github ref as version when available
       set_fact:
-        paperlessng_version: 0.9.14
-
+        paperlessng_version: "{{ lookup('env', 'GITHUB_REF') | default('latest', True) }}"
     - name: update to newest paperless-ng release
       include_role:
         name: ansible

ansible/molecule/default/prepare.yml

@@ -3,7 +3,7 @@
   tasks:
     - name: set previous version as installation target
       set_fact:
-        paperlessng_version: 0.9.13
+        paperlessng_version: latest
 
     - name: install previous paperless-ng release
       include_role:

ansible/molecule/default/verify.yml

@@ -0,0 +1,94 @@
+---
+- name: Verify
+  hosts: all
+  gather_facts: false
+
+  vars_files:
+    - ../../defaults/main.yml
+
+  tasks:
+    - name: check if webserver is up
+      uri:
+        url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}"
+        status_code: [200, 302]
+        return_content: yes
+      register: landingpage
+      failed_when: "'Sign in</button>' not in landingpage.content"
+
+    - name: generate random name and content
+      set_fact:
+        content: "{{ lookup('password', '/dev/null length=65536 chars=ascii_letters') }}"
+        filename: "{{ lookup('password', '/dev/null length=8 chars=ascii_letters') }}"
+
+    - name: check if document posting works
+      uri:
+        url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/documents/post_document/"
+        method: POST
+        body_format: form-multipart
+        body:
+          document:
+            content: "{{ content }}"
+            filename: "{{ filename }}.txt"
+        headers:
+          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
+          Content-Type: text/plain
+        return_content: yes
+      register: post_document
+      failed_when: "'OK' not in post_document.content"
+
+    - name: verify uploaded document has been accepted
+      uri:
+        url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/logs/"
+        headers:
+          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
+        return_content: yes
+      register: logs
+      failed_when: "('Consuming ' + filename + '.txt') not in logs.content"
+
+    - name: sleep till consumption finished
+      pause:
+        seconds: 10
+
+    - name: verify uploaded document has been consumed
+      uri:
+        url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/logs/"
+        headers:
+          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
+        return_content: yes
+      register: logs
+      failed_when: "filename + ' consumption finished' not in logs.content"
+
+    - name: get documents
+      uri:
+        url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/documents/"
+        headers:
+          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
+        return_content: yes
+      register: documents
+
+    - name: set document index
+      set_fact:
+        index: "{{ documents.json['results'][0]['id'] }}"
+
+    - name: verify uploaded document is avaiable
+      uri:
+        url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/documents/{{ index }}/"
+        headers:
+          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
+        return_content: yes
+      register: document
+      failed_when: "'Not found.' in document.content or content not in document.json['content']"
+
+    - name: check if deleting uploaded document works
+      uri:
+        url: "http://{{ paperlessng_listen_address }}:{{ paperlessng_listen_port }}/api/documents/bulk_edit/"
+        method: POST
+        body_format: json
+        body:
+          documents: ["{{ index }}"]
+          method: delete
+          parameters: {}
+        headers:
+          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
+      register: delete_document
+      failed_when: "'OK' not in delete_document.json['result']"

ansible/molecule/fresh/converge.yml

@@ -1,7 +0,0 @@
----
-- name: fresh installation
-  hosts: all
-  tasks:
-    - name: install paperless-ng with default parameters
-      include_role:
-        name: ansible

ansible/molecule/fresh/verify.yml

@@ -1,60 +0,0 @@
----
-- name: Verify
-  hosts: all
-  gather_facts: false
-
-  vars_files:
-    - ../../defaults/main.yml
-
-  tasks:
-    - name: check if webserver is up
-      uri:
-        url: http://localhost:8000
-        status_code: [200, 302]
-        return_content: yes
-      register: landingpage
-      failed_when: "'Sign in</button>' not in landingpage.content"
-
-    - name: check if document posting works
-      uri:
-        url: http://localhost:8000/api/documents/post_document/
-        method: POST
-        body_format: form-multipart
-        body:
-          document:
-            content: FOO
-            filename: document.txt
-            mime_type: text/plain
-        headers:
-          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
-        return_content: yes
-      register: post_document
-      failed_when: "'OK' not in post_document.content"
-
-    - name: verify uploaded document has been accepted
-      uri:
-        url: http://localhost:8000/api/logs/
-        headers:
-          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
-        return_content: yes
-      register: logs
-      failed_when: "'Consuming document.txt' not in logs.content"
-
-    # assumes txt consumption finished by now, might have to sleep a bit
-    - name: verify uploaded document has been consumed
-      uri:
-        url: http://localhost:8000/api/logs/
-        headers:
-          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
-        return_content: yes
-      register: logs
-      failed_when: "'document consumption finished' not in logs.content"
-
-    - name: verify uploaded document is avaiable
-      uri:
-        url: http://localhost:8000/api/documents/1/
-        headers:
-          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
-        return_content: yes
-      register: document
-      failed_when: "'Not found.' in document.content or 'FOO' not in document.content"

ansible/molecule/update/molecule.yml

@@ -1,35 +0,0 @@
----
-dependency:
-  name: galaxy
-driver:
-  name: docker
-platforms:
-  - name: ubuntu_focal
-    image: jrei/systemd-ubuntu:20.04
-    privileged: true
-    volumes:
-      - /sys/fs/cgroup:/sys/fs/cgroup:ro
-    tmpfs:
-      - /tmp
-      - /run
-      - /run/lock
-    override_command: False
-  # ubuntu 18.04 bionic works except that
-  #   the default redis configuration expects IPv6 which is not enabled in docker by default
-  #   the default Python environment is configured for ASCII instead of UTF-8
-  # ubuntu 16.04 xenial only has Python 3.5 which is EOL and breaks multiple dependencies
-  - name: debian_buster
-    image: jrei/systemd-debian:10
-    privileged: true
-    volumes:
-      - /sys/fs/cgroup:/sys/fs/cgroup:ro
-    tmpfs:
-      - /tmp
-      - /run
-      - /run/lock
-    override_command: False
-  # debian 9 stretch only has Python 3.5 which is EOL and breaks multiple dependencies
-provisioner:
-  name: ansible
-verifier:
-  name: ansible

ansible/molecule/update/verify.yml

@@ -1,60 +0,0 @@
----
-- name: Verify
-  hosts: all
-  gather_facts: false
-
-  vars_files:
-    - ../../defaults/main.yml
-
-  tasks:
-    - name: check if webserver is up
-      uri:
-        url: http://localhost:8000
-        status_code: [200, 302]
-        return_content: yes
-      register: landingpage
-      failed_when: "'Sign in</button>' not in landingpage.content"
-
-    - name: check if document posting works
-      uri:
-        url: http://localhost:8000/api/documents/post_document/
-        method: POST
-        body_format: form-multipart
-        body:
-          document:
-            content: FOO
-            filename: document.txt
-            mime_type: text/plain
-        headers:
-          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
-        return_content: yes
-      register: post_document
-      failed_when: "'OK' not in post_document.content"
-
-    - name: verify uploaded document has been accepted
-      uri:
-        url: http://localhost:8000/api/logs/
-        headers:
-          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
-        return_content: yes
-      register: logs
-      failed_when: "'Consuming document.txt' not in logs.content"
-
-    # assumes txt consumption finished by now, might have to sleep a bit
-    - name: verify uploaded document has been consumed
-      uri:
-        url: http://localhost:8000/api/logs/
-        headers:
-          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
-        return_content: yes
-      register: logs
-      failed_when: "'document consumption finished' not in logs.content"
-
-    - name: verify uploaded document is avaiable
-      uri:
-        url: http://localhost:8000/api/documents/1/
-        headers:
-          Authorization: 'Basic {{ (paperlessng_superuser_name + ":" + paperlessng_superuser_password) | b64encode }}'
-        return_content: yes
-      register: document
-      failed_when: "'Not found.' in document.content or 'FOO' not in document.content"

ansible/tasks/install-release.yml

@@ -0,0 +1,6 @@
+---
+- name: extract paperless-ng
+  unarchive:
+    src: "https://github.com/jonaswinkler/paperless-ng/releases/download/ng-{{ paperlessng_version }}/paperless-ng-{{ paperlessng_version }}.tar.xz"
+    remote_src: yes
+    dest: "{{ tempdir.path }}"

ansible/tasks/install-source.yml

@@ -0,0 +1,111 @@
+---
+- name: install dev dependencies
+  apt:
+    pkg:
+      - git
+      - npm
+      - gettext
+
+- name: create output directories
+  file:
+    path: "{{ item }}"
+    state: directory
+    owner: "{{ paperlessng_system_user }}"
+    group: "{{ paperlessng_system_group }}"
+    mode: "750"
+  with_items:
+    - "{{ tempdir.path }}/paperless-ng"
+    - "{{ tempdir.path }}/paperless-ng/scripts"
+
+- block:
+    - name: create temporary git directory
+      tempfile:
+        state: directory
+        path: "{{ paperlessng_directory }}"
+      register: gitdir
+
+    - name: pull paperless-ng
+      git:
+        repo: https://github.com/jonaswinkler/paperless-ng.git
+        dest: "{{ gitdir.path }}"
+        version: "{{ paperlessng_version }}"
+        refspec: "+refs/pull/*:refs/pull/*"
+
+    - name: compile frontend
+      command:
+        cmd: "{{ item }}"
+      args:
+        chdir: "{{ gitdir.path }}/src-ui"
+      failed_when: false
+      with_items:
+        - npm install -g @angular/cli
+        - npm install
+        - ./node_modules/.bin/ng build --prod
+
+    - name: copy application into place
+      copy:
+        src: "{{ gitdir.path }}/{{ item.src }}"
+        remote_src: yes
+        dest: "{{ tempdir.path }}/paperless-ng/{{ item.dest | default('') }}"
+      with_items:
+        - src: CONTRIBUTING.md
+        - src: LICENSE
+        - src: Pipfile
+        - src: Pipfile.lock
+        - src: README.md
+        - src: requirements.txt
+        - src: paperless.conf.example
+          dest: "paperless.conf"
+
+    - name: glob all scripts
+      find:
+        paths: ["{{ gitdir.path }}/scripts/"]
+        patterns:
+          - "*.service"
+          - "*.sh"
+      register: glob
+
+    - name: copy scripts
+      copy:
+        src: "{{ item.path }}"
+        remote_src: yes
+        dest: "{{ tempdir.path }}/paperless-ng/scripts/"
+      with_items:
+        - "{{ glob.files }}"
+
+    - name: copy sources
+      command:
+        cmd: "cp -r src/ {{ tempdir.path }}/paperless-ng/src"
+      args:
+        chdir: "{{ gitdir.path }}"
+
+    - name: create paperlessng venv
+      command:
+        cmd: "python3 -m virtualenv {{ gitdir.path }}/.venv/ -p /usr/bin/python3"
+
+    - name: install paperlessng requirements
+      command:
+        cmd: "{{ gitdir.path }}/.venv/bin/python3 -m pip install -r {{ gitdir.path }}/requirements.txt"
+
+    - name: compile messages
+      command: "{{ gitdir.path }}/.venv/bin/python3 manage.py compilemessages"
+      args:
+        chdir: "{{ tempdir.path }}/paperless-ng/src/"
+
+    - name: collect static files
+      command: "{{ gitdir.path }}/.venv/bin/python3 manage.py collectstatic --no-input"
+      args:
+        chdir: "{{ tempdir.path }}/paperless-ng/src/"
+
+    - name: remove pycache directories
+      shell: find . -name __pycache__ | xargs rm -r
+      args:
+        chdir: "{{ tempdir.path }}"
+
+    - name: remove temporary git directory
+      file:
+        path: "{{ gitdir.path }}"
+        state: absent
+
+  become: yes
+  become_user: "{{ paperlessng_system_user }}"

ansible/tasks/main.yml

@@ -34,7 +34,13 @@
       - build-essential
       - python3-setuptools
       - python3-wheel
-      - python3-virtualenv
+
+# upstream virtualenv in Ubuntu 20.04 is broken
+# https://github.com/pypa/virtualenv/issues/1873
+- name: install python virtualenv
+  pip:
+    name: virtualenv
+    extra_args: --upgrade
 
 - name: install ocr languages
   apt:
@@ -97,71 +103,141 @@
     # GNUPG_HOME required due to paperless db.py
     create_home: yes
 
+- block:
+    - name: get latest release version
+      uri:
+        url: https://api.github.com/repos/jonaswinkler/paperless-ng/releases/latest
+        method: GET
+      register: latest_release
+    - name: parse latest release version
+      set_fact:
+        paperlessng_version: "{{ latest_release.json['tag_name'] }}"
+  when: paperlessng_version == "latest"
+
+- block:
+    - name: sanitize version string
+      set_fact:
+        paperlessng_version: "{{ paperlessng_version | regex_replace('^ng-(\\d+\\.\\d+\\.\\d+)$', '\\1') }}"
+    - name: get tag data
+      uri:
+        url: https://api.github.com/repos/jonaswinkler/paperless-ng/tags
+        method: GET
+      register: tags
+    - name: get commit for target tag
+      set_fact:
+        paperlessng_commit: "{{ tags.json | json_query('[?name==`ng-' + paperlessng_version +'`] | [0].commit.sha') }}"
+  when: paperlessng_version | regex_search("^(ng-)?(\d+\.\d+\.\d+)$")
+
+- block:
+    - name: check if version is branch
+      uri:
+        url: "https://api.github.com/repos/jonaswinkler/paperless-ng/branches/{{ paperlessng_version }}"
+        method: GET
+        status_code: [200, 404]
+      register: branch
+    - name: get commit for target branch
+      set_fact:
+        paperlessng_commit: "{{ branch.json | json_query('commit.sha') }}"
+      when: branch.status == 200
+    - block:
+        - name: check if version is commit-or-ref
+          uri:
+            url: "https://api.github.com/repos/jonaswinkler/paperless-ng/commits/{{ paperlessng_version }}"
+            method: GET
+            status_code: [200, 404, 422]
+          register: commit
+        - name: get commit for target commit-or-ref
+          set_fact:
+            paperlessng_commit: "{{ commit.json | json_query('sha') }}"
+          when: commit.status == 200
+        - name: fail
+          fail:
+            msg: "Can not determine commit from `paperlessng_version=={{ paperlessng_version }}`!"
+          when: commit.status != 200
+      when: branch.status == 404
+  when: not(paperlessng_version | regex_search("^(ng-)?(\d+\.\d+\.\d+)$"))
+
 - name: check for paperless-ng installation
   command:
-    cmd: 'grep -Po "(?<=Paperless-ng )\d+\.\d+\.\d+" {{ paperlessng_directory }}/docs/changelog.html'
-  changed_when: '"No such file or directory" in paperlessng_current_version.stderr or paperlessng_current_version.stdout != paperlessng_version | string'
+    cmd: "cat {{ paperlessng_directory }}/.installed_version"
+  changed_when: '"No such file or directory" in paperlessng_current_commit.stderr or paperlessng_current_commit.stdout != paperlessng_commit | string'
   failed_when: false
   ignore_errors: yes
-  register: paperlessng_current_version
+  register: paperlessng_current_commit
 
 - name: register current state
   set_fact:
-    fresh_installation: '{{ "No such file or directory" in paperlessng_current_version.stderr }}'
-    update_installation: '{{ "No such file or directory" not in paperlessng_current_version.stderr and paperlessng_current_version.stdout != paperlessng_version | string }}'
-    reconfigure_only: '{{ paperlessng_current_version.stdout == paperlessng_version | string }}'
+    fresh_installation: '{{ "No such file or directory" in paperlessng_current_commit.stderr }}'
+    update_installation: '{{ "No such file or directory" not in paperlessng_current_commit.stderr and paperlessng_current_commit.stdout != paperlessng_commit | string }}'
+    reconfigure_only: "{{ paperlessng_current_commit.stdout == paperlessng_commit | string }}"
 
-- name: backup current paperless-ng installation
-  copy:
-    src: "{{ paperlessng_directory }}"
-    remote_src: yes
-    dest: "{{ paperlessng_directory }}-{{ ansible_date_time.iso8601 }}/"
+- block:
+    - name: backup current paperless-ng installation
+      copy:
+        src: "{{ paperlessng_directory }}"
+        remote_src: yes
+        dest: "{{ paperlessng_directory }}-{{ ansible_date_time.iso8601 }}/"
+    - name: remove current paperless sources
+      file:
+        path: "{{ paperlessng_directory }}/{{ item }}"
+        state: absent
+      with_items:
+        - docker
+        - docs
+        - scripts
+        - src
+        - static
   when: update_installation
 
-- name: remove current paperless sources
-  file:
-    path: "{{ paperlessng_directory }}/{{ item }}"
-    state: absent
-  with_items:
-    - docker
-    - docs
-    - scripts
-    - src
-    - static
-  when: update_installation
-
-- name: create temporary directory
-  tempfile:
-    state: directory
-  register: tempdir
-  when: not reconfigure_only
-
-- name: extract paperless-ng
-  unarchive:
-    src: "https://github.com/jonaswinkler/paperless-ng/releases/download/ng-{{ paperlessng_version }}/paperless-ng-{{ paperlessng_version }}.tar.xz"
-    remote_src: yes
-    dest: "{{ tempdir.path }}"
-  when: not reconfigure_only
-
-- name: change owner and permissions of paperless-ng
-  command:
-    cmd: "{{ item }}"
-    warn: false
-  with_items:
-    - "chown -R {{ paperlessng_system_user }}:{{ paperlessng_system_group }} {{ tempdir.path }}"
-    - "find {{ tempdir.path }} -type d -exec chmod 0750 {} ;"
-    - "find {{ tempdir.path }} -type f -exec chmod 0640 {} ;"
-  when: not reconfigure_only
-
-- name: move paperless-ng
-  command:
-    cmd: "cp -a {{ tempdir.path }}/paperless-ng/. {{ paperlessng_directory }}"
-  when: not reconfigure_only
-
-- name: remove temporary directory
-  file:
-    path: "{{ tempdir.path }}"
-    state: absent
+- block:
+    - name: create paperless-ng directory and set permissions
+      file:
+        path: "{{ paperlessng_directory }}"
+        state: directory
+        owner: "{{ paperlessng_system_user }}"
+        group: "{{ paperlessng_system_group }}"
+        mode: "750"
+    - name: create temporary directory
+      become: yes
+      become_user: "{{ paperlessng_system_user }}"
+      tempfile:
+        state: directory
+        path: "{{ paperlessng_directory }}"
+      register: tempdir
+    - name: check if version is available as release archive
+      uri:
+        url: "https://github.com/jonaswinkler/paperless-ng/releases/download/ng-{{ paperlessng_version }}/paperless-ng-{{ paperlessng_version }}.tar.xz"
+        method: GET
+        status_code: [200, 404]
+      register: release_archive
+    - name: install paperless-ng from source
+      include_tasks: install-source.yml
+      when: release_archive.status == 404
+    - name: install paperless-ng from release archive
+      include_tasks: install-release.yml
+      when: release_archive.status == 200
+    - name: change owner and permissions of paperless-ng
+      command:
+        cmd: "{{ item }}"
+        warn: false
+      with_items:
+        - "chown -R {{ paperlessng_system_user }}:{{ paperlessng_system_group }} {{ tempdir.path }}"
+        - "find {{ tempdir.path }} -type d -exec chmod 0750 {} ;"
+        - "find {{ tempdir.path }} -type f -exec chmod 0640 {} ;"
+    - name: move paperless-ng
+      command:
+        cmd: "cp -a {{ tempdir.path }}/paperless-ng/. {{ paperlessng_directory }}"
+    - name: store commit hash of installed version
+      copy:
+        content: "{{ paperlessng_commit }}"
+        dest: "{{ paperlessng_directory }}/.installed_version"
+        owner: "{{ paperlessng_system_user }}"
+        group: "{{ paperlessng_system_group }}"
+        mode: "0440"
+    - name: remove temporary directory
+      file:
+        path: "{{ tempdir.path }}"
+        state: absent
   when: not reconfigure_only
 
 - name: create paperless-ng directories and set permissions
@@ -172,7 +248,6 @@
     group: "{{ paperlessng_system_group }}"
     mode: "750"
   with_items:
-    - "{{ paperlessng_directory }}"
     - "{{ paperlessng_consumption_dir }}"
     - "{{ paperlessng_data_dir }}"
     - "{{ paperlessng_media_root }}"
@@ -180,7 +255,7 @@
 
 - name: rename initial config
   command:
-    cmd: "mv {{ paperlessng_directory }}/paperless.conf {{ paperlessng_directory }}/paperless.conf.template"
+    cmd: "mv -f {{ paperlessng_directory }}/paperless.conf {{ paperlessng_directory }}/paperless.conf.template"
     removes: "{{ paperlessng_directory }}/paperless.conf"
 
 - name: configure paperless-ng
@@ -310,21 +385,20 @@
     creates: "{{ paperlessng_virtualenv }}"
   register: venv
 
-- name: install paperlessng requirements
-  become: yes
-  become_user: "{{ paperlessng_system_user }}"
-  pip:
-    requirements: "{{ paperlessng_directory }}/requirements.txt"
-    executable: "{{ paperlessng_virtualenv }}/bin/pip3"
-    extra_args: --upgrade
-  when: not reconfigure_only
-
-- name: migrate database schema
-  become: yes
-  become_user: "{{ paperlessng_system_user }}"
-  command: "{{ paperlessng_virtualenv }}/bin/python3 {{ paperlessng_directory }}/src/manage.py migrate"
-  register: database_schema
-  changed_when: '"No migrations to apply." not in database_schema.stdout'
+- block:
+    - name: install paperlessng requirements
+      become: yes
+      become_user: "{{ paperlessng_system_user }}"
+      pip:
+        requirements: "{{ paperlessng_directory }}/requirements.txt"
+        executable: "{{ paperlessng_virtualenv }}/bin/pip3"
+        extra_args: --upgrade
+    - name: migrate database schema
+      become: yes
+      become_user: "{{ paperlessng_system_user }}"
+      command: "{{ paperlessng_virtualenv }}/bin/python3 {{ paperlessng_directory }}/src/manage.py migrate"
+      register: database_schema
+      changed_when: '"No migrations to apply." not in database_schema.stdout'
   when: not reconfigure_only
 
 - name: configure paperless superuser
@@ -392,7 +466,7 @@
         # https://www.freedesktop.org/software/systemd/man/systemd.exec.html
         { option: "User", value: "{{ paperlessng_system_user }}" },
         { option: "Group", value: "{{ paperlessng_system_group }}" },
-        { option: "WorkingDirectory", value: "{{ paperlessng_directory }}/src", },
+        { option: "WorkingDirectory", value: "{{ paperlessng_directory }}/src" },
         { option: "ProtectSystem", value: "full" },
         { option: "NoNewPrivileges", value: "true" },
         { option: "PrivateUsers", value: "true" },

docs/setup.rst

@@ -539,7 +539,10 @@ Migration to paperless-ng
 
 At its core, paperless-ng is still paperless and fully compatible. However, some
 things have changed under the hood, so you need to adapt your setup depending on
-how you installed paperless. The important things to keep in mind are as follows.
+how you installed paperless.
+
+This setup describes how to update an existing paperless Docker installation.
+The important things to keep in mind are as follows:
 
 * Read the :ref:`changelog <paperless_changelog>` and take note of breaking changes.
 * You should decide if you want to stick with SQLite or want to migrate your database
@@ -574,11 +577,18 @@ Migration to paperless-ng is then performed in a few simple steps:
 
     .. caution::
 
-        Paperless includes a ``.env`` file. This will set the
-        project name for docker compose to ``paperless`` so that paperless-ng will
-        automatically reuse your existing paperless volumes. When you start it, it
-        will migrate your existing data. After that, your old paperless installation
-        will be incompatible with the migrated volumes.
+        Paperless-ng includes a ``.env`` file. This will set the
+        project name for docker compose to ``paperless``, which will also define the name
+        of the volumes by paperless-ng. However, if you experience that paperless-ng
+        is not using your old paperless volumes, verify the names of your volumes with
+
+        .. code:: shell-session
+
+            $ docker volume ls | grep _data
+        
+        and adjust the project name in the ``.env`` file so that it matches the name
+        of the volumes before the ``_data`` part.
+
 
 4.  Download the ``docker-compose.sqlite.yml`` file to ``docker-compose.yml``.
     If you want to switch to PostgreSQL, do that after you migrated your existing

src/documents/views.py

@@ -398,6 +398,7 @@ class PostDocumentView(APIView):
 
         with tempfile.NamedTemporaryFile(prefix="paperless-upload-",
                                          dir=settings.SCRATCH_DIR,
+                                         buffering=0,
                                          delete=False) as f:
             f.write(doc_data)
             os.utime(f.name, times=(t, t))