Fix: cleanup saved view references on custom field deletion, auto-refresh views, show error on saved view save (#9225)

src-ui/messages.xlf

@@ -1736,7 +1736,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">83</context>
+          <context context-type="linenumber">87</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/document-list.component.html</context>
@@ -2230,7 +2230,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/custom-fields/custom-fields.component.ts</context>
-          <context context-type="linenumber">106</context>
+          <context context-type="linenumber">108</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/mail/mail.component.ts</context>
@@ -2565,7 +2565,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/custom-fields/custom-fields.component.ts</context>
-          <context context-type="linenumber">108</context>
+          <context context-type="linenumber">110</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/mail/mail.component.ts</context>
@@ -3322,7 +3322,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/custom-fields/custom-fields.component.ts</context>
-          <context context-type="linenumber">87</context>
+          <context context-type="linenumber">89</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1841172489943868696" datatype="html">
@@ -3333,7 +3333,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/custom-fields/custom-fields.component.ts</context>
-          <context context-type="linenumber">96</context>
+          <context context-type="linenumber">98</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6048892649018070225" datatype="html">
@@ -3543,7 +3543,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">79</context>
+          <context context-type="linenumber">83</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/document-list.component.html</context>
@@ -4384,7 +4384,7 @@
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">125</context>
+          <context context-type="linenumber">129</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/profile-edit-dialog/profile-edit-dialog.component.html</context>
@@ -4984,11 +4984,18 @@
           <context context-type="linenumber">72</context>
         </context-group>
       </trans-unit>
+      <trans-unit id="235571817610183244" datatype="html">
+        <source>Web UI</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
+          <context context-type="linenumber">76</context>
+        </context-group>
+      </trans-unit>
       <trans-unit id="3553216189604488439" datatype="html">
         <source>Modified</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">87</context>
+          <context context-type="linenumber">91</context>
         </context-group>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/data/document.ts</context>
@@ -4999,70 +5006,70 @@
         <source>Custom Field</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">91</context>
+          <context context-type="linenumber">95</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8696908693776094667" datatype="html">
         <source>Consumption Started</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">98</context>
+          <context context-type="linenumber">102</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7858311467093621703" datatype="html">
         <source>Document Added</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">102</context>
+          <context context-type="linenumber">106</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7955486237346046731" datatype="html">
         <source>Document Updated</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">106</context>
+          <context context-type="linenumber">110</context>
         </context-group>
       </trans-unit>
       <trans-unit id="9172233176401579786" datatype="html">
         <source>Scheduled</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">110</context>
+          <context context-type="linenumber">114</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5502398334173581061" datatype="html">
         <source>Assignment</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">117</context>
+          <context context-type="linenumber">121</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6234812824772766804" datatype="html">
         <source>Removal</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">121</context>
+          <context context-type="linenumber">125</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4206419737792796794" datatype="html">
         <source>Webhook</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">129</context>
+          <context context-type="linenumber">133</context>
         </context-group>
       </trans-unit>
       <trans-unit id="3138206142174978019" datatype="html">
         <source>Create new workflow</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">225</context>
+          <context context-type="linenumber">229</context>
         </context-group>
       </trans-unit>
       <trans-unit id="5996779210524133604" datatype="html">
         <source>Edit workflow</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/common/edit-dialog/workflow-edit-dialog/workflow-edit-dialog.component.ts</context>
-          <context context-type="linenumber">229</context>
+          <context context-type="linenumber">233</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7376342558017986274" datatype="html">
@@ -7870,14 +7877,21 @@
         <source>View &quot;<x id="PH" equiv-text="this.list.activeSavedViewTitle"/>&quot; saved successfully.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/document-list.component.ts</context>
-          <context context-type="linenumber">383</context>
+          <context context-type="linenumber">384</context>
+        </context-group>
+      </trans-unit>
+      <trans-unit id="4646273665293421938" datatype="html">
+        <source>Failed to save view &quot;<x id="PH" equiv-text="this.list.activeSavedViewTitle"/>&quot;.</source>
+        <context-group purpose="location">
+          <context context-type="sourcefile">src/app/components/document-list/document-list.component.ts</context>
+          <context context-type="linenumber">390</context>
         </context-group>
       </trans-unit>
       <trans-unit id="6837554170707123455" datatype="html">
         <source>View &quot;<x id="PH" equiv-text="savedView.name"/>&quot; created successfully.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/document-list/document-list.component.ts</context>
-          <context context-type="linenumber">426</context>
+          <context context-type="linenumber">434</context>
         </context-group>
       </trans-unit>
       <trans-unit id="739880801667335279" datatype="html">
@@ -8227,28 +8241,28 @@
         <source>Confirm delete field</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/custom-fields/custom-fields.component.ts</context>
-          <context context-type="linenumber">104</context>
+          <context context-type="linenumber">106</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2939457975223185057" datatype="html">
         <source>This operation will permanently delete this field.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/custom-fields/custom-fields.component.ts</context>
-          <context context-type="linenumber">105</context>
+          <context context-type="linenumber">107</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4679555638382452936" datatype="html">
         <source>Deleted field &quot;<x id="PH" equiv-text="field.name"/>&quot;</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/custom-fields/custom-fields.component.ts</context>
-          <context context-type="linenumber">114</context>
+          <context context-type="linenumber">116</context>
         </context-group>
       </trans-unit>
       <trans-unit id="4704551499967874824" datatype="html">
         <source>Error deleting field &quot;<x id="PH" equiv-text="field.name"/>&quot;.</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/components/manage/custom-fields/custom-fields.component.ts</context>
-          <context context-type="linenumber">122</context>
+          <context context-type="linenumber">125</context>
         </context-group>
       </trans-unit>
       <trans-unit id="8084492669582894778" datatype="html">
@@ -9726,28 +9740,28 @@
         <source>Connecting...</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/services/upload-documents.service.ts</context>
-          <context context-type="linenumber">42</context>
+          <context context-type="linenumber">43</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1245343823699368872" datatype="html">
         <source>Uploading...</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/services/upload-documents.service.ts</context>
-          <context context-type="linenumber">54</context>
+          <context context-type="linenumber">55</context>
         </context-group>
       </trans-unit>
       <trans-unit id="7446520539098045935" datatype="html">
         <source>Upload complete, waiting...</source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/services/upload-documents.service.ts</context>
-          <context context-type="linenumber">57</context>
+          <context context-type="linenumber">58</context>
         </context-group>
       </trans-unit>
       <trans-unit id="1405142710727603568" datatype="html">
         <source>HTTP error: <x id="PH" equiv-text="error.status"/> <x id="PH_1" equiv-text="error.statusText"/></source>
         <context-group purpose="location">
           <context context-type="sourcefile">src/app/services/upload-documents.service.ts</context>
-          <context context-type="linenumber">70</context>
+          <context context-type="linenumber">71</context>
         </context-group>
       </trans-unit>
       <trans-unit id="2119857572761283468" datatype="html">

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

@@ -376,7 +376,7 @@ describe('DocumentListComponent', () => {
     expect(documentListService.selected.size).toEqual(3)
   })
 
-  it('should support saving an edited view', () => {
+  it('should support saving a view', () => {
     const view: SavedView = {
       id: 10,
       name: 'Saved View 10',
@@ -414,6 +414,30 @@ describe('DocumentListComponent', () => {
     )
   })
 
+  it('should handle error on view saving', () => {
+    component.list.activateSavedView({
+      id: 10,
+      name: 'Saved View 10',
+      sort_field: 'added',
+      sort_reverse: true,
+      filter_rules: [
+        {
+          rule_type: FILTER_HAS_TAGS_ANY,
+          value: '20',
+        },
+      ],
+    })
+    const toastErrorSpy = jest.spyOn(toastService, 'showError')
+    jest
+      .spyOn(savedViewService, 'patch')
+      .mockReturnValueOnce(throwError(() => new Error('Error saving view')))
+    component.saveViewConfig()
+    expect(toastErrorSpy).toHaveBeenCalledWith(
+      'Failed to save view "Saved View 10".',
+      expect.any(Error)
+    )
+  })
+
   it('should support edited view saving as', () => {
     const view: SavedView = {
       id: 10,

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

@@ -377,12 +377,20 @@ export class DocumentListComponent
       this.savedViewService
         .patch(savedView)
         .pipe(first())
-        .subscribe((view) => {
-          this.unmodifiedSavedView = view
-          this.toastService.showInfo(
-            $localize`View "${this.list.activeSavedViewTitle}" saved successfully.`
-          )
-          this.unmodifiedFilterRules = this.list.filterRules
+        .subscribe({
+          next: (view) => {
+            this.unmodifiedSavedView = view
+            this.toastService.showInfo(
+              $localize`View "${this.list.activeSavedViewTitle}" saved successfully.`
+            )
+            this.unmodifiedFilterRules = this.list.filterRules
+          },
+          error: (err) => {
+            this.toastService.showError(
+              $localize`Failed to save view "${this.list.activeSavedViewTitle}".`,
+              err
+            )
+          },
         })
     }
   }

src-ui/src/app/components/manage/custom-fields/custom-fields.component.ts

@@ -17,6 +17,7 @@ import { DocumentListViewService } from 'src/app/services/document-list-view.ser
 import { PermissionsService } from 'src/app/services/permissions.service'
 import { CustomFieldsService } from 'src/app/services/rest/custom-fields.service'
 import { DocumentService } from 'src/app/services/rest/document.service'
+import { SavedViewService } from 'src/app/services/rest/saved-view.service'
 import { SettingsService } from 'src/app/services/settings.service'
 import { ToastService } from 'src/app/services/toast.service'
 import { ConfirmDialogComponent } from '../../common/confirm-dialog/confirm-dialog.component'
@@ -50,7 +51,8 @@ export class CustomFieldsComponent
     private toastService: ToastService,
     private documentListViewService: DocumentListViewService,
     private settingsService: SettingsService,
-    private documentService: DocumentService
+    private documentService: DocumentService,
+    private savedViewService: SavedViewService
   ) {
     super()
   }
@@ -115,6 +117,7 @@ export class CustomFieldsComponent
           this.customFieldsService.clearCache()
           this.settingsService.initializeDisplayFields()
           this.documentService.reload()
+          this.savedViewService.reload()
           this.reload()
         },
         error: (e) => {

src/documents/serialisers.py

@@ -1136,8 +1136,9 @@ class SavedViewSerializer(OwnedObjectSerializer):
                 ):  # i.e. check for 'custom_field_' prefix
                     field_id = int(re.search(r"\d+", field)[0])
                     if not CustomField.objects.filter(id=field_id).exists():
-                        # In case the field was deleted, just remove from the list
-                        attrs["display_fields"].remove(field)
+                        raise serializers.ValidationError(
+                            f"Invalid field: {field}",
+                        )
                 elif field not in SavedView.DisplayFields.values:
                     raise serializers.ValidationError(
                         f"Invalid field: {field}",

src/documents/signals/handlers.py

@@ -36,6 +36,7 @@ from documents.models import Document
 from documents.models import DocumentType
 from documents.models import MatchingModel
 from documents.models import PaperlessTask
+from documents.models import SavedView
 from documents.models import Tag
 from documents.models import Workflow
 from documents.models import WorkflowAction
@@ -549,6 +550,33 @@ def check_paths_and_prune_custom_fields(sender, instance: CustomField, **kwargs)
             update_filename_and_move_files(sender, cf_instance)
 
 
+@receiver(models.signals.post_delete, sender=CustomField)
+def cleanup_custom_field_deletion(sender, instance: CustomField, **kwargs):
+    """
+    When a custom field is deleted, ensure no saved views reference it.
+    """
+    field_identifier = SavedView.DisplayFields.CUSTOM_FIELD % instance.pk
+    # remove field from display_fields of all saved views
+    for view in SavedView.objects.filter(display_fields__isnull=False).distinct():
+        if field_identifier in view.display_fields:
+            logger.debug(
+                f"Removing custom field {instance} from view {view}",
+            )
+            view.display_fields.remove(field_identifier)
+            view.save()
+
+    # remove from sort_field of all saved views
+    views_with_sort_updated = SavedView.objects.filter(
+        sort_field=field_identifier,
+    ).update(
+        sort_field=SavedView.DisplayFields.CREATED,
+    )
+    if views_with_sort_updated > 0:
+        logger.debug(
+            f"Removing custom field {instance} from sort field of {views_with_sort_updated} views",
+        )
+
+
 def add_to_index(sender, document, **kwargs):
     from documents import index
 

src/documents/tests/test_api_documents.py

@@ -1911,7 +1911,7 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
             ],
         )
 
-        # Custom field not found, removed from list
+        # Custom field not found
         response = self.client.patch(
             f"/api/saved_views/{v1.id}/",
             {
@@ -1923,9 +1923,43 @@ class TestDocumentApi(DirectoriesMixin, DocumentConsumeDelayMixin, APITestCase):
             },
             format="json",
         )
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-        v1.refresh_from_db()
-        self.assertNotIn(SavedView.DisplayFields.CUSTOM_FIELD % 99, v1.display_fields)
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+
+    def test_saved_view_cleanup_after_custom_field_deletion(self):
+        """
+        GIVEN:
+            - Saved view with custom field in display fields and as sort field
+        WHEN:
+            - Custom field is deleted
+        THEN:
+            - Custom field is removed from display fields and sort field
+        """
+        custom_field = CustomField.objects.create(
+            name="stringfield",
+            data_type=CustomField.FieldDataType.STRING,
+        )
+
+        view = SavedView.objects.create(
+            owner=self.user,
+            name="test",
+            sort_field=SavedView.DisplayFields.CUSTOM_FIELD % custom_field.id,
+            show_on_dashboard=True,
+            show_in_sidebar=True,
+            display_fields=[
+                SavedView.DisplayFields.TITLE,
+                SavedView.DisplayFields.CREATED,
+                SavedView.DisplayFields.CUSTOM_FIELD % custom_field.id,
+            ],
+        )
+
+        custom_field.delete()
+
+        view.refresh_from_db()
+        self.assertEqual(view.sort_field, SavedView.DisplayFields.CREATED)
+        self.assertEqual(
+            view.display_fields,
+            [str(SavedView.DisplayFields.TITLE), str(SavedView.DisplayFields.CREATED)],
+        )
 
     def test_get_logs(self):
         log_data = "test\ntest2\n"