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docs/advanced_usage.rst
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@ -5,85 +5,6 @@ Advanced topics
Paperless offers a couple features that automate certain tasks and make your life
easier.
Guesswork
#########
Any document you put into the consumption directory will be consumed, but if
you name the file right, it'll automatically set some values in the database
for you. This is is the logic the consumer follows:
1. Try to find the correspondent, title, and tags in the file name following
the pattern: ``Date - Correspondent - Title - tag,tag,tag.pdf``. Note that
the format of the date is **rigidly defined** as ``YYYYMMDDHHMMSSZ`` or
``YYYYMMDDZ``. The ``Z`` refers "Zulu time" AKA "UTC".
The tags are optional, so the format ``Date - Correspondent - Title.pdf``
works as well.
2. If that doesn't work, we skip the date and try this pattern:
``Correspondent - Title - tag,tag,tag.pdf``.
3. If that doesn't work, we try to find the correspondent and title in the file
name following the pattern: ``Correspondent - Title.pdf``.
4. If that doesn't work, just assume that the name of the file is the title.
So given the above, the following examples would work as you'd expect:
* ``20150314000700Z - Some Company Name - Invoice 2016-01-01 - money,invoices.pdf``
* ``20150314Z - Some Company Name - Invoice 2016-01-01 - money,invoices.pdf``
* ``Some Company Name - Invoice 2016-01-01 - money,invoices.pdf``
* ``Another Company - Letter of Reference.jpg``
* ``Dad's Recipe for Pancakes.png``
These however wouldn't work:
* ``2015-03-14 00:07:00 UTC - Some Company Name, Invoice 2016-01-01, money, invoices.pdf``
* ``2015-03-14 - Some Company Name, Invoice 2016-01-01, money, invoices.pdf``
* ``Some Company Name, Invoice 2016-01-01, money, invoices.pdf``
* ``Another Company- Letter of Reference.jpg``
Do I have to be so strict about naming?
=======================================
Rather than using the strict document naming rules, one can also set the option
``PAPERLESS_FILENAME_DATE_ORDER`` in ``paperless.conf`` to any date order
that is accepted by dateparser_. Doing so will cause ``paperless`` to default
to any date format that is found in the title, instead of a date pulled from
the document's text, without requiring the strict formatting of the document
filename as described above.
.. _dateparser: https://github.com/scrapinghub/dateparser/blob/v0.7.0/docs/usage.rst#settings
.. _advanced-transforming_filenames:
Transforming filenames for parsing
==================================
Some devices can't produce filenames that can be parsed by the default
parser. By configuring the option ``PAPERLESS_FILENAME_PARSE_TRANSFORMS`` in
``paperless.conf`` one can add transformations that are applied to the filename
before it's parsed.
The option contains a list of dictionaries of regular expressions (key:
``pattern``) and replacements (key: ``repl``) in JSON format, which are
applied in order by passing them to ``re.subn``. Transformation stops
after the first match, so at most one transformation is applied. The general
syntax is
.. code:: python
[{"pattern":"pattern1", "repl":"repl1"}, {"pattern":"pattern2", "repl":"repl2"}, ..., {"pattern":"patternN", "repl":"replN"}]
The example below is for a Brother ADS-2400N, a scanner that allows
different names to different hardware buttons (useful for handling
multiple entities in one instance), but insists on adding ``_<count>``
to the filename.
.. code:: python
# Brother profile configuration, support "Name_Date_Count" (the default
# setting) and "Name_Count" (use "Name" as tag and "Count" as title).
PAPERLESS_FILENAME_PARSE_TRANSFORMS=[{"pattern":"^([a-z]+)_(\\d{8})_(\\d{6})_([0-9]+)\\.", "repl":"\\2\\3Z - \\4 - \\1."}, {"pattern":"^([a-z]+)_([0-9]+)\\.", "repl":" - \\2 - \\1."}]
.. _advanced-matching:
Matching tags, correspondents and document types

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docs/configuration.rst
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@ -400,11 +400,6 @@ PAPERLESS_FILENAME_DATE_ORDER=<format>
Defaults to none, which disables this feature.
PAPERLESS_FILENAME_PARSE_TRANSFORMS
Transforms filenames before they are processed by paperless. See
:ref:`advanced-transforming_filenames` for details.
Defaults to none, which disables this feature.
Binaries
########