Basic RTL tweaks

Closes #6482

.codecov.yml

@@ -3,8 +3,6 @@ codecov:
 # https://docs.codecov.com/docs/flags#recommended-automatic-flag-management
 # Require each flag to have 1 upload before notification
 flag_management:
-  default_rules:
-    after_n_builds: 1
   individual_flags:
     - name: backend
       paths:
@@ -22,12 +20,9 @@ coverage:
       default:
         # https://docs.codecov.com/docs/commit-status#threshold
         threshold: 1%
-        # https://docs.codecov.com/docs/commit-status#only_pulls
-        only_pulls: true
     patch:
       default:
         # For the changed lines only, target 75% covered, but
         # allow as low as 50%
         target: 75%
         threshold: 25%
-        only_pulls: true

.codespellrc

@@ -0,0 +1,3 @@
+[codespell]
+write-changes = True
+ignore-words-list = criterias,afterall,valeu,ureue,equest,ure

.dockerignore

@@ -1,21 +1,28 @@
+# Tool caches
 **/__pycache__
-/src-ui/.vscode
-/src-ui/node_modules
-/src-ui/dist
+**/.ruff_cache/
+**/.mypy_cache/
+# Virtual environment & similar
+.venv/
+./src-ui/node_modules
+./src-ui/dist
+# IDE folders
+.idea/
+.vscode/
+./src-ui/.vscode
+# VCS
 .git
-/export
-/consume
-/media
-/data
-/docs
-.pytest_cache
-/dist
-/scripts
-/resources
+# Test related
+**/.pytest_cache
 **/tests
 **/*.spec.ts
 **/htmlcov
-/src/.pytest_cache
-.idea
-.venv/
-.vscode/
+# Local folders
+./export
+./consume
+./media
+./data
+./docs
+./dist
+./scripts
+./resources

.env

@@ -1,2 +1 @@
 COMPOSE_PROJECT_NAME=paperless
-export PROMPT="(pipenv-projectname)$P$G"

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -6,14 +6,21 @@ body:
   - type: markdown
     attributes:
       value: |
-        Have a question? 👉 [Start a new discussion](https://github.com/paperless-ngx/paperless-ngx/discussions/new) or [ask in chat](https://matrix.to/#/#paperlessngx:matrix.org).
+        ### ⚠️ Please remember: issues are for *bugs*
+        That is, something you believe affects every single user of Paperless-ngx, not just you. If you're not sure, start with one of the other options below.
 
-        Before opening an issue, please double check:
+        Also, note that **Paperless-ngx does not perform OCR itself**, that is handled by other tools. Problems with OCR of specific files should likely be raised 'upstream', see https://github.com/ocrmypdf/OCRmyPDF/issues or https://github.com/tesseract-ocr/tesseract/issues
+  - type: markdown
+    attributes:
+      value: |
+        #### Have a question? 👉 [Start a new discussion](https://github.com/paperless-ngx/paperless-ngx/discussions/new) or [ask in chat](https://matrix.to/#/#paperlessngx:matrix.org).
+
+        #### Before opening an issue, please double check:
 
         - [The troubleshooting documentation](https://docs.paperless-ngx.com/troubleshooting/).
         - [The installation instructions](https://docs.paperless-ngx.com/setup/#installation).
         - [Existing issues and discussions](https://github.com/paperless-ngx/paperless-ngx/search?q=&type=issues).
-        - Disable any customer container initialization scripts, if using any
+        - Disable any custom container initialization scripts, if using
 
         If you encounter issues while installing or configuring Paperless-ngx, please post in the ["Support" section of the discussions](https://github.com/paperless-ngx/paperless-ngx/discussions/new?category=support).
   - type: textarea
@@ -95,3 +102,14 @@ body:
     attributes:
       label: Other
       description: Any other relevant details.
+  - type: checkboxes
+    id: required-checks
+    attributes:
+      label: Please confirm the following
+      options:
+        - label: I believe this issue is a bug that affects all users of Paperless-ngx, not something specific to my installation.
+          required: true
+        - label: I have already searched for relevant existing issues and discussions before opening this report.
+          required: true
+        - label: I have updated the title field above with a concise description.
+          required: true

.github/PULL_REQUEST_TEMPLATE.md

@@ -8,7 +8,11 @@ Note: All PRs with code changes should be targeted to the `dev` branch, pure doc
 Please include a summary of the change and which issue is fixed (if any) and any relevant motivation / context. List any dependencies that are required for this change. If appropriate, please include an explanation of how your proposed change can be tested. Screenshots and / or videos can also be helpful if appropriate.
 -->
 
-Fixes # (issue)
+<!--
+⚠️ Important: Pull requests that implement a new feature or enhancement *should almost always target an existing feature request* with evidence of community interest and discussion. This is in order to balance the work of implementing and maintaining new features / enhancements. If that is not currently the case, please open a feature request instead of this PR to gather feedback from both users and the project maintainers.
+-->
+
+Closes #(issue or discussion)
 
 ## Type of change
 
@@ -17,10 +21,11 @@ What type of change does your PR introduce to Paperless-ngx?
 NOTE: Please check only one box!
 -->
 
-- [ ] Bug fix (non-breaking change which fixes an issue)
-- [ ] New feature (non-breaking change which adds functionality)
-- [ ] Breaking change (fix or feature that would cause existing functionality to not work as expected)
-- [ ] Other (please explain):
+- [ ] Bug fix: non-breaking change which fixes an issue.
+- [ ] New feature / Enhancement: non-breaking change which adds functionality. _Please read the important note above._
+- [ ] Breaking change: fix or feature that would cause existing functionality to not work as expected.
+- [ ] Documentation only.
+- [ ] Other. Please explain:
 
 ## Checklist:
 

.github/dependabot.yml

@@ -8,7 +8,7 @@ updates:
     target-branch: "dev"
     # Look for `package.json` and `lock` files in the `/src-ui` directory
     directory: "/src-ui"
-    # Check the npm registry for updates every month
+    open-pull-requests-limit: 10
     schedule:
       interval: "monthly"
     labels:
@@ -47,8 +47,27 @@ updates:
     # Add reviewers
     reviewers:
       - "paperless-ngx/backend"
+    ignore:
+      - dependency-name: "uvicorn"
+    groups:
+      development:
+        patterns:
+          - "*pytest*"
+          - "black"
+          - "ruff"
+          - "mkdocs-material"
+      django:
+        patterns:
+          - "*django*"
+      major-versions:
+        update-types:
+          - "major"
+      small-changes:
+        update-types:
+          - "minor"
+          - "patch"
 
-  # Enable updates for Github Actions
+  # Enable updates for GitHub Actions
   - package-ecosystem: "github-actions"
     target-branch: "dev"
     directory: "/"
@@ -61,3 +80,9 @@ updates:
     # Add reviewers
     reviewers:
       - "paperless-ngx/ci-cd"
+    groups:
+      actions:
+        update-types:
+          - "major"
+          - "minor"
+          - "patch"

.github/workflows/ci.yml

@@ -16,41 +16,47 @@ on:
 env:
   # This is the version of pipenv all the steps will use
   # If changing this, change Dockerfile
-  DEFAULT_PIP_ENV_VERSION: "2023.7.23"
-  # This is the default version of Python to use in most steps
-  # If changing this, change Dockerfile
-  DEFAULT_PYTHON_VERSION: "3.9"
+  DEFAULT_PIP_ENV_VERSION: "2023.12.1"
+  # This is the default version of Python to use in most steps which aren't specific
+  DEFAULT_PYTHON_VERSION: "3.10"
 
 jobs:
   pre-commit:
+    # We want to run on external PRs, but not on our own internal PRs as they'll be run
+    # by the push to the branch. Without this if check, checks are duplicated since
+    # internal PRs match both the push and pull_request events.
+    if:
+      github.event_name == 'push' || github.event.pull_request.head.repo.full_name !=
+      github.repository
+
     name: Linting Checks
     runs-on: ubuntu-22.04
     steps:
       -
         name: Checkout repository
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
       -
         name: Install python
-        uses: actions/setup-python@v4
+        uses: actions/setup-python@v5
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
       -
         name: Check files
-        uses: pre-commit/action@v3.0.0
+        uses: pre-commit/action@v3.0.1
 
   documentation:
-    name: "Build Documentation"
+    name: "Build & Deploy Documentation"
     runs-on: ubuntu-22.04
     needs:
       - pre-commit
     steps:
       -
         name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
       -
         name: Set up Python
         id: setup-python
-        uses: actions/setup-python@v4
+        uses: actions/setup-python@v5
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
           cache: "pipenv"
@@ -58,7 +64,7 @@ jobs:
       -
         name: Install pipenv
         run: |
-          pip install --user pipenv==${DEFAULT_PIP_ENV_VERSION}
+          pip install --user pipenv==${{ env.DEFAULT_PIP_ENV_VERSION }}
       -
         name: Install dependencies
         run: |
@@ -71,55 +77,44 @@ jobs:
         name: Make documentation
         run: |
           pipenv --python ${{ steps.setup-python.outputs.python-version }} run mkdocs build --config-file ./mkdocs.yml
+      -
+        name: Deploy documentation
+        if: github.event_name == 'push' && github.ref == 'refs/heads/main'
+        run: |
+          echo "docs.paperless-ngx.com" > "${{ github.workspace }}/docs/CNAME"
+          git config --global user.name "${{ github.actor }}"
+          git config --global user.email "${{ github.actor }}@users.noreply.github.com"
+          pipenv --python ${{ steps.setup-python.outputs.python-version }} run mkdocs gh-deploy --force --no-history
       -
         name: Upload artifact
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: documentation
           path: site/
           retention-days: 7
 
-  documentation-deploy:
-    name: "Deploy Documentation"
-    runs-on: ubuntu-22.04
-    if: github.event_name == 'push' && github.ref == 'refs/heads/main'
-    needs:
-      - documentation
-    steps:
-      -
-        name: Checkout
-        uses: actions/checkout@v3
-      -
-        name: Deploy docs
-        uses: mhausenblas/mkdocs-deploy-gh-pages@master
-        env:
-          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
-          CUSTOM_DOMAIN: docs.paperless-ngx.com
-          CONFIG_FILE: mkdocs.yml
-          EXTRA_PACKAGES: build-base
-
   tests-backend:
-    name: "Tests (${{ matrix.python-version }})"
+    name: "Backend Tests (Python ${{ matrix.python-version }})"
     runs-on: ubuntu-22.04
     needs:
       - pre-commit
     strategy:
       matrix:
-        python-version: ['3.8', '3.9', '3.10']
+        python-version: ['3.9', '3.10', '3.11']
       fail-fast: false
     steps:
       -
         name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
       -
         name: Start containers
         run: |
-          docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml pull --quiet
-          docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml up --detach
+          docker compose --file ${{ github.workspace }}/docker/compose/docker-compose.ci-test.yml pull --quiet
+          docker compose --file ${{ github.workspace }}/docker/compose/docker-compose.ci-test.yml up --detach
       -
         name: Set up Python
         id: setup-python
-        uses: actions/setup-python@v4
+        uses: actions/setup-python@v5
         with:
           python-version: "${{ matrix.python-version }}"
           cache: "pipenv"
@@ -127,7 +122,7 @@ jobs:
       -
         name: Install pipenv
         run: |
-          pip install --user pipenv==${DEFAULT_PIP_ENV_VERSION}
+          pip install --user pipenv==${{ env.DEFAULT_PIP_ENV_VERSION }}
       -
         name: Install system dependencies
         run: |
@@ -160,7 +155,7 @@ jobs:
       -
         name: Upload coverage
         if: ${{ matrix.python-version == env.DEFAULT_PYTHON_VERSION }}
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: backend-coverage-report
           path: src/coverage.xml
@@ -170,91 +165,141 @@ jobs:
         name: Stop containers
         if: always()
         run: |
-          docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml logs
-          docker compose --file ${GITHUB_WORKSPACE}/docker/compose/docker-compose.ci-test.yml down
+          docker compose --file ${{ github.workspace }}/docker/compose/docker-compose.ci-test.yml logs
+          docker compose --file ${{ github.workspace }}/docker/compose/docker-compose.ci-test.yml down
 
-  tests-frontend:
-    name: "Tests Frontend"
+  install-frontend-depedendencies:
+    name: "Install Frontend Dependencies"
     runs-on: ubuntu-22.04
     needs:
       - pre-commit
-    strategy:
-      matrix:
-        node-version: [16.x]
     steps:
-      - uses: actions/checkout@v3
+      - uses: actions/checkout@v4
       -
-        name: Use Node.js ${{ matrix.node-version }}
-        uses: actions/setup-node@v3
+        name: Use Node.js 20
+        uses: actions/setup-node@v4
         with:
-          node-version: ${{ matrix.node-version }}
+          node-version: 20.x
           cache: 'npm'
           cache-dependency-path: 'src-ui/package-lock.json'
+      - name: Cache frontend dependencies
+        id: cache-frontend-deps
+        uses: actions/cache@v4
+        with:
+          path: |
+            ~/.npm
+            ~/.cache
+          key: ${{ runner.os }}-frontenddeps-${{ hashFiles('src-ui/package-lock.json') }}
       -
         name: Install dependencies
+        if: steps.cache-frontend-deps.outputs.cache-hit != 'true'
         run: cd src-ui && npm ci
       -
         name: Install Playwright
-        run: npx playwright install --with-deps
+        if: steps.cache-frontend-deps.outputs.cache-hit != 'true'
+        run: cd src-ui && npx playwright install --with-deps
+
+  tests-frontend:
+    name: "Frontend Tests (Node ${{ matrix.node-version }} - ${{ matrix.shard-index }}/${{ matrix.shard-count }})"
+    runs-on: ubuntu-22.04
+    needs:
+      - install-frontend-depedendencies
+    strategy:
+      fail-fast: false
+      matrix:
+        node-version: [20.x]
+        shard-index: [1, 2, 3, 4]
+        shard-count: [4]
+    steps:
+      - uses: actions/checkout@v4
+      -
+        name: Use Node.js 20
+        uses: actions/setup-node@v4
+        with:
+          node-version: 20.x
+          cache: 'npm'
+          cache-dependency-path: 'src-ui/package-lock.json'
+      - name: Cache frontend dependencies
+        id: cache-frontend-deps
+        uses: actions/cache@v4
+        with:
+          path: |
+            ~/.npm
+            ~/.cache
+          key: ${{ runner.os }}-frontenddeps-${{ hashFiles('src-ui/package-lock.json') }}
+      - name: Re-link Angular cli
+        run: cd src-ui && npm link @angular/cli
       -
         name: Linting checks
         run: cd src-ui && npm run lint
       -
         name: Run Jest unit tests
-        run: cd src-ui && npm run test
+        run: cd src-ui && npm run test -- --max-workers=2 --shard=${{ matrix.shard-index }}/${{ matrix.shard-count }}
       -
         name: Upload Jest coverage
         if: always()
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
-          name: jest-coverage-report
-          path: src-ui/coverage
+          name: jest-coverage-report-${{ matrix.shard-index }}
+          path: |
+            src-ui/coverage/coverage-final.json
+            src-ui/coverage/lcov.info
+            src-ui/coverage/clover.xml
           retention-days: 7
           if-no-files-found: warn
       -
         name: Run Playwright e2e tests
-        run: cd src-ui && npx playwright test
+        run: cd src-ui && npx playwright test --shard ${{ matrix.shard-index }}/${{ matrix.shard-count }}
       -
         name: Upload Playwright test results
         if: always()
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
-          name: playwright-report
+          name: playwright-report-${{ matrix.shard-index }}
           path: src-ui/playwright-report
           retention-days: 7
 
   tests-coverage-upload:
-    name: "Upload coverage"
+    name: "Upload Coverage"
     runs-on: ubuntu-22.04
     needs:
       - tests-backend
       - tests-frontend
     steps:
       -
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
       -
-        name: Download frontend coverage
-        uses: actions/download-artifact@v3
+        name: Download frontend jest coverage
+        uses: actions/download-artifact@v4
         with:
-          name: jest-coverage-report
-          path: src-ui/
+          path: src-ui/coverage/
+          pattern: jest-coverage-report-*
+      -
+        name: Download frontend playwright coverage
+        uses: actions/download-artifact@v4
+        with:
+          path: src-ui/coverage/
+          pattern: playwright-report-*
+          merge-multiple: true
       -
         name: Upload frontend coverage to Codecov
-        uses: codecov/codecov-action@v3
+        uses: codecov/codecov-action@v4
         with:
           # not required for public repos, but intermittently fails otherwise
           token: ${{ secrets.CODECOV_TOKEN }}
           flags: frontend
-          directory: src-ui/
+          directory: src-ui/coverage/
+          # dont include backend coverage files here
+          files: '!coverage.xml'
       -
         name: Download backend coverage
-        uses: actions/download-artifact@v3
+        uses: actions/download-artifact@v4
         with:
           name: backend-coverage-report
           path: src/
       -
         name: Upload coverage to Codecov
-        uses: codecov/codecov-action@v3
+        uses: codecov/codecov-action@v4
         with:
           # not required for public repos, but intermittently fails otherwise
           token: ${{ secrets.CODECOV_TOKEN }}
@@ -265,7 +310,7 @@ jobs:
   build-docker-image:
     name: Build Docker image for ${{ github.ref_name }}
     runs-on: ubuntu-22.04
-    if: github.event_name == 'push' && (startsWith(github.ref, 'refs/heads/feature-') || github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/beta' || contains(github.ref, 'beta.rc') || startsWith(github.ref, 'refs/tags/v'))
+    if: github.event_name == 'push' && (startsWith(github.ref, 'refs/heads/feature-') || startsWith(github.ref, 'refs/heads/fix-') || github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/beta' || contains(github.ref, 'beta.rc') || startsWith(github.ref, 'refs/tags/v'))
     concurrency:
       group: ${{ github.workflow }}-build-docker-image-${{ github.ref_name }}
       cancel-in-progress: true
@@ -283,7 +328,7 @@ jobs:
         #  a tag
         # Otherwise forks would require a Docker Hub account and secrets setup
         run: |
-          if [[ ${{ github.repository_owner }} == "paperless-ngx" && ( ${{ github.ref_name }} == "main" || ${{ github.ref_name }} == "dev" || ${{ github.ref_name }} == "beta" || ${{ startsWith(github.ref, 'refs/tags/v') }} == "true" ) ]] ; then
+          if [[ ${{ github.repository_owner }} == "paperless-ngx" && ( ${{ github.ref_name }} == "dev" || ${{ github.ref_name }} == "beta" || ${{ startsWith(github.ref, 'refs/tags/v') }} == "true" ) ]] ; then
             echo "Enabling DockerHub image push"
             echo "enable=true" >> $GITHUB_OUTPUT
           else
@@ -300,7 +345,7 @@ jobs:
       -
         name: Gather Docker metadata
         id: docker-meta
-        uses: docker/metadata-action@v4
+        uses: docker/metadata-action@v5
         with:
           images: |
             ghcr.io/${{ steps.set-ghcr-repository.outputs.ghcr-repository }}
@@ -315,26 +360,28 @@ jobs:
             type=semver,pattern={{major}}.{{minor}}
       -
         name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
       # If https://github.com/docker/buildx/issues/1044 is resolved,
       # the append input with a native arm64 arch could be used to
       # significantly speed up building
       -
         name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
+        uses: docker/setup-buildx-action@v3
       -
         name: Set up QEMU
-        uses: docker/setup-qemu-action@v2
+        uses: docker/setup-qemu-action@v3
+        with:
+          platforms: arm64
       -
-        name: Login to Github Container Registry
-        uses: docker/login-action@v2
+        name: Login to GitHub Container Registry
+        uses: docker/login-action@v3
         with:
           registry: ghcr.io
           username: ${{ github.actor }}
           password: ${{ secrets.GITHUB_TOKEN }}
       -
         name: Login to Docker Hub
-        uses: docker/login-action@v2
+        uses: docker/login-action@v3
         # Don't attempt to login is not pushing to Docker Hub
         if: steps.push-other-places.outputs.enable == 'true'
         with:
@@ -342,7 +389,7 @@ jobs:
           password: ${{ secrets.DOCKERHUB_TOKEN }}
       -
         name: Login to Quay.io
-        uses: docker/login-action@v2
+        uses: docker/login-action@v3
         # Don't attempt to login is not pushing to Quay.io
         if: steps.push-other-places.outputs.enable == 'true'
         with:
@@ -351,11 +398,11 @@ jobs:
           password: ${{ secrets.QUAY_ROBOT_TOKEN }}
       -
         name: Build and push
-        uses: docker/build-push-action@v4
+        uses: docker/build-push-action@v5
         with:
           context: .
           file: ./Dockerfile
-          platforms: linux/amd64,linux/arm/v7,linux/arm64
+          platforms: linux/amd64,linux/arm64
           push: ${{ github.event_name != 'pull_request' }}
           tags: ${{ steps.docker-meta.outputs.tags }}
           labels: ${{ steps.docker-meta.outputs.labels }}
@@ -377,24 +424,26 @@ jobs:
           docker cp frontend-extract:/usr/src/paperless/src/documents/static/frontend src/documents/static/frontend/
       -
         name: Upload frontend artifact
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: frontend-compiled
           path: src/documents/static/frontend/
           retention-days: 7
 
   build-release:
+    name: "Build Release"
     needs:
       - build-docker-image
+      - documentation
     runs-on: ubuntu-22.04
     steps:
       -
         name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
       -
         name: Set up Python
         id: setup-python
-        uses: actions/setup-python@v4
+        uses: actions/setup-python@v5
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
           cache: "pipenv"
@@ -402,11 +451,17 @@ jobs:
       -
         name: Install pipenv + tools
         run: |
-          pip install --upgrade --user pipenv==${DEFAULT_PIP_ENV_VERSION} setuptools wheel
+          pip install --upgrade --user pipenv==${{ env.DEFAULT_PIP_ENV_VERSION }} setuptools wheel
       -
         name: Install Python dependencies
         run: |
           pipenv --python ${{ steps.setup-python.outputs.python-version }} sync --dev
+      -
+        name: Patch whitenoise
+        run: |
+          curl --fail --silent --show-error --location --output 484.patch https://github.com/evansd/whitenoise/pull/484.patch
+          patch -d $(pipenv --venv)/lib/python3.10/site-packages --verbose -p2 < 484.patch
+          rm 484.patch
       -
         name: Install system dependencies
         run: |
@@ -414,13 +469,13 @@ jobs:
           sudo apt-get install -qq --no-install-recommends gettext liblept5
       -
         name: Download frontend artifact
-        uses: actions/download-artifact@v3
+        uses: actions/download-artifact@v4
         with:
           name: frontend-compiled
           path: src/documents/static/frontend/
       -
         name: Download documentation artifact
-        uses: actions/download-artifact@v3
+        uses: actions/download-artifact@v4
         with:
           name: documentation
           path: docs/_build/html/
@@ -486,13 +541,14 @@ jobs:
           tar -cJf paperless-ngx.tar.xz paperless-ngx/
       -
         name: Upload release artifact
-        uses: actions/upload-artifact@v3
+        uses: actions/upload-artifact@v4
         with:
           name: release
           path: dist/paperless-ngx.tar.xz
           retention-days: 7
 
   publish-release:
+    name: "Publish Release"
     runs-on: ubuntu-22.04
     outputs:
       prerelease: ${{ steps.get_version.outputs.prerelease }}
@@ -504,7 +560,7 @@ jobs:
     steps:
       -
         name: Download release artifact
-        uses: actions/download-artifact@v3
+        uses: actions/download-artifact@v4
         with:
           name: release
           path: ./
@@ -521,7 +577,7 @@ jobs:
       -
         name: Create Release and Changelog
         id: create-release
-        uses: release-drafter/release-drafter@v5
+        uses: release-drafter/release-drafter@v6
         with:
           name: Paperless-ngx ${{ steps.get_version.outputs.version }}
           tag: ${{ steps.get_version.outputs.version }}
@@ -542,6 +598,7 @@ jobs:
           asset_content_type: application/x-xz
 
   append-changelog:
+    name: "Append Changelog"
     runs-on: ubuntu-22.04
     needs:
       - publish-release
@@ -549,12 +606,12 @@ jobs:
     steps:
       -
         name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
         with:
           ref: main
       -
         name: Set up Python
-        uses: actions/setup-python@v4
+        uses: actions/setup-python@v5
         with:
           python-version: ${{ env.DEFAULT_PYTHON_VERSION }}
           cache: "pipenv"
@@ -562,7 +619,7 @@ jobs:
       -
         name: Install pipenv + tools
         run: |
-          pip install --upgrade --user pipenv==${DEFAULT_PIP_ENV_VERSION} setuptools wheel
+          pip install --upgrade --user pipenv==${{ env.DEFAULT_PIP_ENV_VERSION }} setuptools wheel
       -
         name: Append Changelog to docs
         id: append-Changelog
@@ -583,12 +640,12 @@ jobs:
           git push origin ${{ needs.publish-release.outputs.version }}-changelog
       -
         name: Create Pull Request
-        uses: actions/github-script@v6
+        uses: actions/github-script@v7
         with:
           script: |
             const { repo, owner } = context.repo;
             const result = await github.rest.pulls.create({
-              title: '[Documentation] Add ${{ needs.publish-release.outputs.version }} changelog',
+              title: 'Documentation: Add ${{ needs.publish-release.outputs.version }} changelog',
               owner,
               repo,
               head: '${{ needs.publish-release.outputs.version }}-changelog',

.github/workflows/cleanup-tags.yml

@@ -19,9 +19,13 @@ concurrency:
 
 jobs:
   cleanup-images:
-    name: Cleanup Image Tags for paperless-ngx
+    name: Cleanup Image Tags for ${{ matrix.primary-name }}
     if: github.repository_owner == 'paperless-ngx'
     runs-on: ubuntu-22.04
+    strategy:
+      fail-fast: false
+      matrix:
+        primary-name: ["paperless-ngx", "paperless-ngx/builder/cache/app"]
     env:
       # Requires a personal access token with the OAuth scope delete:packages
       TOKEN: ${{ secrets.GHA_CONTAINER_DELETE_TOKEN }}
@@ -29,15 +33,15 @@ jobs:
       -
         name: Clean temporary images
         if: "${{ env.TOKEN != '' }}"
-        uses: stumpylog/image-cleaner-action/ephemeral@v0.2.0
+        uses: stumpylog/image-cleaner-action/ephemeral@v0.5.0
         with:
           token: "${{ env.TOKEN }}"
           owner: "${{ github.repository_owner }}"
           is_org: "true"
-          package_name: "paperless-ngx"
+          package_name: "${{ matrix.primary-name }}"
           scheme: "branch"
           repo_name: "paperless-ngx"
-          match_regex: "feature-"
+          match_regex: "(feature|fix)"
           do_delete: "true"
 
   cleanup-untagged-images:
@@ -49,18 +53,7 @@ jobs:
     strategy:
       fail-fast: false
       matrix:
-        include:
-          - primary-name: "paperless-ngx"
-          - primary-name: "paperless-ngx/builder/cache/app"
-          # TODO: Remove the above and replace with the below
-          # - primary-name: "builder/qpdf"
-          # - primary-name: "builder/cache/qpdf"
-          # - primary-name: "builder/pikepdf"
-          # - primary-name: "builder/cache/pikepdf"
-          # - primary-name: "builder/jbig2enc"
-          # - primary-name: "builder/cache/jbig2enc"
-          # - primary-name: "builder/psycopg2"
-          # - primary-name: "builder/cache/psycopg2"
+        primary-name: ["paperless-ngx", "paperless-ngx/builder/cache/app"]
     env:
       # Requires a personal access token with the OAuth scope delete:packages
       TOKEN: ${{ secrets.GHA_CONTAINER_DELETE_TOKEN }}
@@ -68,7 +61,7 @@ jobs:
       -
         name: Clean untagged images
         if: "${{ env.TOKEN != '' }}"
-        uses: stumpylog/image-cleaner-action/untagged@v0.2.0
+        uses: stumpylog/image-cleaner-action/untagged@v0.5.0
         with:
           token: "${{ env.TOKEN }}"
           owner: "${{ github.repository_owner }}"

.github/workflows/codeql-analysis.yml

@@ -38,11 +38,11 @@ jobs:
 
     steps:
     - name: Checkout repository
-      uses: actions/checkout@v3
+      uses: actions/checkout@v4
 
     # Initializes the CodeQL tools for scanning.
     - name: Initialize CodeQL
-      uses: github/codeql-action/init@v2
+      uses: github/codeql-action/init@v3
       with:
         languages: ${{ matrix.language }}
         # If you wish to specify custom queries, you can do so here or in a config file.
@@ -51,4 +51,4 @@ jobs:
         # queries: ./path/to/local/query, your-org/your-repo/queries@main
 
     - name: Perform CodeQL Analysis
-      uses: github/codeql-action/analyze@v2
+      uses: github/codeql-action/analyze@v3

.github/workflows/crowdin.yml

@@ -0,0 +1,34 @@
+name: Crowdin Action
+
+on:
+  workflow_dispatch:
+  schedule:
+    - cron: '2 */12 * * *'
+  push:
+    paths: [
+      'src/locale/**',
+      'src-ui/messages.xlf',
+      'src-ui/src/locale/**'
+    ]
+    branches: [ dev ]
+
+jobs:
+  synchronize-with-crowdin:
+    name: Crowdin Sync
+    runs-on: ubuntu-latest
+
+    steps:
+    - name: Checkout
+      uses: actions/checkout@v4
+    - name: crowdin action
+      uses: crowdin/github-action@v1
+      with:
+        upload_translations: false
+        download_translations: true
+        crowdin_branch_name: 'dev'
+        localization_branch_name: l10n_dev
+        pull_request_labels: 'skip-changelog, translation'
+      env:
+        GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+        CROWDIN_PROJECT_ID: ${{ secrets.CROWDIN_PROJECT_ID }}
+        CROWDIN_PERSONAL_TOKEN: ${{ secrets.CROWDIN_PERSONAL_TOKEN }}

.github/workflows/project-actions.yml

@@ -1,10 +1,6 @@
 name: Project Automations
 
 on:
-  issues:
-    types:
-      - opened
-      - reopened
   pull_request_target: #_target allows access to secrets
     types:
       - opened
@@ -16,25 +12,7 @@ on:
 permissions:
   contents: read
 
-env:
-  todo: Todo
-  done: Done
-  in_progress: In Progress
-
 jobs:
-  issue_opened_or_reopened:
-    name: issue_opened_or_reopened
-    runs-on: ubuntu-22.04
-    if: github.event_name == 'issues' && (github.event.action == 'opened' || github.event.action == 'reopened')
-    steps:
-      - name: Add issue to project and set status to ${{ env.todo }}
-        uses: leonsteinhaeuser/project-beta-automations@v2.1.0
-        with:
-          gh_token: ${{ secrets.GH_TOKEN }}
-          organization: paperless-ngx
-          project_id: 2
-          resource_node_id: ${{ github.event.issue.node_id }}
-          status_value: ${{ env.todo }} # Target status
   pr_opened_or_reopened:
     name: pr_opened_or_reopened
     runs-on: ubuntu-22.04
@@ -43,15 +21,7 @@ jobs:
       pull-requests: write
     if: github.event_name == 'pull_request_target' && (github.event.action == 'opened' || github.event.action == 'reopened') && github.event.pull_request.user.login != 'dependabot'
     steps:
-      - name: Add PR to project and set status to "Needs Review"
-        uses: leonsteinhaeuser/project-beta-automations@v2.1.0
-        with:
-          gh_token: ${{ secrets.GH_TOKEN }}
-          organization: paperless-ngx
-          project_id: 2
-          resource_node_id: ${{ github.event.pull_request.node_id }}
-          status_value: "Needs Review" # Target status
       - name: Label PR with release-drafter
-        uses: release-drafter/release-drafter@v5
+        uses: release-drafter/release-drafter@v6
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

.github/workflows/repo-maintenance.yml

@@ -8,6 +8,7 @@ on:
 permissions:
   issues: write
   pull-requests: write
+  discussions: write
 
 concurrency:
   group: lock
@@ -17,7 +18,7 @@ jobs:
     name: 'Stale'
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/stale@v8
+      - uses: actions/stale@v9
         with:
           days-before-stale: 7
           days-before-close: 14
@@ -27,21 +28,254 @@ jobs:
           stale-issue-message: >
             This issue has been automatically marked as stale because it has not had
             recent activity. It will be closed if no further activity occurs. Thank you
-            for your contributions.
+            for your contributions. See our [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/dev/CONTRIBUTING.md#automatic-repository-maintenance) for more details.
   lock-threads:
     name: 'Lock Old Threads'
     runs-on: ubuntu-latest
     steps:
-      - uses: dessant/lock-threads@v4
+      - uses: dessant/lock-threads@v5
         with:
           issue-inactive-days: '30'
           pr-inactive-days: '30'
+          discussion-inactive-days: '30'
           log-output: true
           issue-comment: >
             This issue has been automatically locked since there
             has not been any recent activity after it was closed.
             Please open a new discussion or issue for related concerns.
+            See our [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/dev/CONTRIBUTING.md#automatic-repository-maintenance) for more details.
           pr-comment: >
             This pull request has been automatically locked since there
             has not been any recent activity after it was closed.
             Please open a new discussion or issue for related concerns.
+            See our [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/dev/CONTRIBUTING.md#automatic-repository-maintenance) for more details.
+          discussion-comment: >
+            This discussion has been automatically locked since there
+            has not been any recent activity after it was closed.
+            Please open a new discussion for related concerns.
+            See our [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/dev/CONTRIBUTING.md#automatic-repository-maintenance) for more details.
+  close-answered-discussions:
+    name: 'Close Answered Discussions'
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/github-script@v7
+        with:
+          script: |
+            function sleep(ms) {
+              return new Promise(resolve => setTimeout(resolve, ms));
+            }
+
+            const query = `query($owner:String!, $name:String!) {
+              repository(owner:$owner, name:$name){
+                discussions(first:100, answered:true, states:[OPEN]) {
+                  nodes {
+                    id,
+                    number
+                  }
+                }
+              }
+            }`;
+            const variables = {
+              owner: context.repo.owner,
+              name: context.repo.repo,
+            }
+            const result = await github.graphql(query, variables)
+
+            console.log(`Found ${result.repository.discussions.nodes.length} open answered discussions`)
+
+            for (const discussion of result.repository.discussions.nodes) {
+              console.log(`Closing discussion #${discussion.number} (${discussion.id})`)
+
+              const addCommentMutation = `mutation($discussion:ID!, $body:String!) {
+                addDiscussionComment(input:{discussionId:$discussion, body:$body}) {
+                  clientMutationId
+                }
+              }`;
+              const commentVariables = {
+                discussion: discussion.id,
+                body: 'This discussion has been automatically closed because it was marked as answered. Please see our [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/dev/CONTRIBUTING.md#automatic-repository-maintenance) for more details.',
+              }
+              await github.graphql(addCommentMutation, commentVariables)
+
+              const closeDiscussionMutation = `mutation($discussion:ID!, $reason:DiscussionCloseReason!) {
+                closeDiscussion(input:{discussionId:$discussion, reason:$reason}) {
+                  clientMutationId
+                }
+              }`;
+              const closeVariables = {
+                discussion: discussion.id,
+                reason: "RESOLVED",
+              }
+              await github.graphql(closeDiscussionMutation, closeVariables)
+
+              await sleep(1000)
+            }
+  close-outdated-discussions:
+    name: 'Close Outdated Discussions'
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/github-script@v7
+        with:
+          script: |
+            function sleep(ms) {
+              return new Promise(resolve => setTimeout(resolve, ms));
+            }
+
+            const CUTOFF_DAYS = 180;
+            const cutoff = new Date();
+            cutoff.setDate(cutoff.getDate() - CUTOFF_DAYS);
+
+            const query = `query(
+                $owner:String!,
+                $name:String!,
+                $supportCategory:ID!,
+                $generalCategory:ID!,
+              ) {
+              supportDiscussions: repository(owner:$owner, name:$name){
+                discussions(
+                  categoryId:$supportCategory,
+                  last:50,
+                  answered:false,
+                  states:[OPEN],
+                ) {
+                  nodes {
+                    id,
+                    number,
+                    updatedAt
+                  }
+                },
+              },
+              generalDiscussions: repository(owner:$owner, name:$name){
+                discussions(
+                  categoryId:$generalCategory,
+                  last:50,
+                  states:[OPEN],
+                ) {
+                  nodes {
+                    id,
+                    number,
+                    updatedAt
+                  }
+                }
+              }
+            }`;
+            const variables = {
+              owner: context.repo.owner,
+              name: context.repo.repo,
+              supportCategory: "DIC_kwDOG1Zs184CBKWK",
+              generalCategory: "DIC_kwDOG1Zs184CBKWJ"
+            }
+            const result = await github.graphql(query, variables);
+            const combinedDiscussions = [
+              ...result.supportDiscussions.discussions.nodes,
+              ...result.generalDiscussions.discussions.nodes,
+            ]
+
+            console.log(`Checking ${combinedDiscussions.length} open discussions`);
+
+            for (const discussion of combinedDiscussions) {
+              if (new Date(discussion.updatedAt) < cutoff) {
+                console.log(`Closing outdated discussion #${discussion.number} (${discussion.id}), last updated at ${discussion.updatedAt}`);
+                const addCommentMutation = `mutation($discussion:ID!, $body:String!) {
+                  addDiscussionComment(input:{discussionId:$discussion, body:$body}) {
+                    clientMutationId
+                  }
+                }`;
+                const commentVariables = {
+                  discussion: discussion.id,
+                  body: 'This discussion has been automatically closed due to inactivity. Please see our [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/dev/CONTRIBUTING.md#automatic-repository-maintenance) for more details.',
+                }
+                await github.graphql(addCommentMutation, commentVariables);
+
+                const closeDiscussionMutation = `mutation($discussion:ID!, $reason:DiscussionCloseReason!) {
+                  closeDiscussion(input:{discussionId:$discussion, reason:$reason}) {
+                    clientMutationId
+                  }
+                }`;
+                const closeVariables = {
+                  discussion: discussion.id,
+                  reason: "OUTDATED",
+                }
+                await github.graphql(closeDiscussionMutation, closeVariables);
+
+                await sleep(1000);
+              }
+            }
+  close-unsupported-feature-requests:
+    name: 'Close Unsupported Feature Requests'
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/github-script@v7
+        with:
+          script: |
+            function sleep(ms) {
+              return new Promise(resolve => setTimeout(resolve, ms));
+            }
+
+            const CUTOFF_1_DAYS = 180;
+            const CUTOFF_1_COUNT = 5;
+            const CUTOFF_2_DAYS = 365;
+            const CUTOFF_2_COUNT = 10;
+
+            const cutoff1Date = new Date();
+            cutoff1Date.setDate(cutoff1Date.getDate() - CUTOFF_1_DAYS);
+            const cutoff2Date = new Date();
+            cutoff2Date.setDate(cutoff2Date.getDate() - CUTOFF_2_DAYS);
+
+            const query = `query(
+                $owner:String!,
+                $name:String!,
+                $featureRequestsCategory:ID!,
+              ) {
+              repository(owner:$owner, name:$name){
+                discussions(
+                  categoryId:$featureRequestsCategory,
+                  last:100,
+                  states:[OPEN],
+                ) {
+                  nodes {
+                    id,
+                    number,
+                    updatedAt,
+                    upvoteCount,
+                  }
+                },
+              }
+            }`;
+            const variables = {
+              owner: context.repo.owner,
+              name: context.repo.repo,
+              featureRequestsCategory: "DIC_kwDOG1Zs184CBNr4"
+            }
+            const result = await github.graphql(query, variables);
+
+            for (const discussion of result.repository.discussions.nodes) {
+              const discussionDate = new Date(discussion.updatedAt);
+              if ((discussionDate < cutoff1Date && discussion.upvoteCount < CUTOFF_1_COUNT) ||
+                  (discussionDate < cutoff2Date && discussion.upvoteCount < CUTOFF_2_COUNT)) {
+                console.log(`Closing discussion #${discussion.number} (${discussion.id}), last updated at ${discussion.updatedAt} with votes ${discussion.upvoteCount}`);
+                const addCommentMutation = `mutation($discussion:ID!, $body:String!) {
+                  addDiscussionComment(input:{discussionId:$discussion, body:$body}) {
+                    clientMutationId
+                  }
+                }`;
+                const commentVariables = {
+                  discussion: discussion.id,
+                  body: 'This discussion has been automatically closed due to lack of community support. Please see our [contributing guidelines](https://github.com/paperless-ngx/paperless-ngx/blob/dev/CONTRIBUTING.md#automatic-repository-maintenance) for more details.',
+                }
+                await github.graphql(addCommentMutation, commentVariables);
+
+                const closeDiscussionMutation = `mutation($discussion:ID!, $reason:DiscussionCloseReason!) {
+                  closeDiscussion(input:{discussionId:$discussion, reason:$reason}) {
+                    clientMutationId
+                  }
+                }`;
+                const closeVariables = {
+                  discussion: discussion.id,
+                  reason: "OUTDATED",
+                }
+                await github.graphql(closeDiscussionMutation, closeVariables);
+
+                await sleep(1000);
+              }
+            }

.pre-commit-config.yaml

@@ -5,12 +5,14 @@
 repos:
   # General hooks
   - repo: https://github.com/pre-commit/pre-commit-hooks
-    rev: v4.4.0
+    rev: v4.6.0
     hooks:
       - id: check-docstring-first
       - id: check-json
         exclude: "tsconfig.*json"
       - id: check-yaml
+        args:
+          - "--unsafe"
       - id: check-toml
       - id: check-executables-have-shebangs
       - id: end-of-file-fixer
@@ -26,8 +28,16 @@ repos:
           - svg
       - id: check-case-conflict
       - id: detect-private-key
+  - repo: https://github.com/codespell-project/codespell
+    rev: v2.2.6
+    hooks:
+      - id: codespell
+        exclude: "(^src-ui/src/locale/)|(^src-ui/e2e/)|(^src/paperless_mail/tests/samples/)"
+        exclude_types:
+          - pofile
+          - json
   - repo: https://github.com/pre-commit/mirrors-prettier
-    rev: 'v3.0.0'
+    rev: 'v3.1.0'
     hooks:
       - id: prettier
         types_or:
@@ -36,17 +46,17 @@ repos:
           - markdown
         exclude: "(^Pipfile\\.lock$)"
   # Python hooks
-  - repo: https://github.com/charliermarsh/ruff-pre-commit
-    rev: 'v0.0.280'
+  - repo: https://github.com/astral-sh/ruff-pre-commit
+    rev: 'v0.4.1'
     hooks:
       - id: ruff
-  - repo: https://github.com/psf/black
-    rev: 23.7.0
+  - repo: https://github.com/psf/black-pre-commit-mirror
+    rev: 24.4.0
     hooks:
       - id: black
   # Dockerfile hooks
   - repo: https://github.com/AleksaC/hadolint-py
-    rev: v2.12.0.2
+    rev: v2.12.0.3
     hooks:
       - id: hadolint
   # Shell script hooks
@@ -57,6 +67,6 @@ repos:
         args:
           - "--tab"
   - repo: https://github.com/shellcheck-py/shellcheck-py
-    rev: "v0.9.0.5"
+    rev: "v0.10.0.1"
     hooks:
       - id: shellcheck

.prettierrc

@@ -1,6 +1,16 @@
-# https://prettier.io/docs/en/options.html#semicolons
-semi: false
-# https://prettier.io/docs/en/options.html#quotes
-singleQuote: true
-# https://prettier.io/docs/en/options.html#trailing-commas
-trailingComma: "es5"
+{
+    # https://prettier.io/docs/en/options.html#semicolons
+    "semi": false,
+    # https://prettier.io/docs/en/options.html#quotes
+    "singleQuote": true,
+    # https://prettier.io/docs/en/options.html#trailing-commas
+    "trailingComma": "es5",
+    "overrides": [
+        {
+            "files": ["index.md", "administration.md"],
+            "options": {
+                "tabWidth": 4
+            }
+        }
+    ]
+}

.python-version

@@ -1 +1 @@
-3.8.16
+3.9.18

.ruff.toml

@@ -1,23 +1,47 @@
-# https://beta.ruff.rs/docs/settings/
-# https://beta.ruff.rs/docs/rules/
-extend-select = ["I", "W", "UP", "COM", "DJ", "EXE", "ISC", "ICN", "G201", "INP", "PIE", "RSE", "SIM", "TID", "PLC", "PLE", "RUF"]
-# TODO PTH
-ignore = ["DJ001", "SIM105", "RUF012"]
 fix = true
 line-length = 88
 respect-gitignore = true
 src = ["src"]
-target-version = "py38"
-format = "grouped"
+target-version = "py39"
+output-format = "grouped"
 show-fixes = true
 
-[per-file-ignores]
+# https://docs.astral.sh/ruff/settings/
+# https://docs.astral.sh/ruff/rules/
+[lint]
+extend-select = [
+  "W",     # https://docs.astral.sh/ruff/rules/#pycodestyle-e-w
+  "I",     # https://docs.astral.sh/ruff/rules/#isort-i
+  "UP",    # https://docs.astral.sh/ruff/rules/#pyupgrade-up
+  "COM",   # https://docs.astral.sh/ruff/rules/#flake8-commas-com
+  "DJ",    # https://docs.astral.sh/ruff/rules/#flake8-django-dj
+  "EXE",   # https://docs.astral.sh/ruff/rules/#flake8-executable-exe
+  "ISC",   # https://docs.astral.sh/ruff/rules/#flake8-implicit-str-concat-isc
+  "ICN",   # https://docs.astral.sh/ruff/rules/#flake8-import-conventions-icn
+  "G201",  # https://docs.astral.sh/ruff/rules/#flake8-logging-format-g
+  "INP",   # https://docs.astral.sh/ruff/rules/#flake8-no-pep420-inp
+  "PIE",   # https://docs.astral.sh/ruff/rules/#flake8-pie-pie
+  "Q",     # https://docs.astral.sh/ruff/rules/#flake8-quotes-q
+  "RSE",   # https://docs.astral.sh/ruff/rules/#flake8-raise-rse
+  "T20",   # https://docs.astral.sh/ruff/rules/#flake8-print-t20
+  "SIM",   # https://docs.astral.sh/ruff/rules/#flake8-simplify-sim
+  "TID",   # https://docs.astral.sh/ruff/rules/#flake8-tidy-imports-tid
+  "TCH",   # https://docs.astral.sh/ruff/rules/#flake8-type-checking-tch
+  "PLC",   # https://docs.astral.sh/ruff/rules/#pylint-pl
+  "PLE",   # https://docs.astral.sh/ruff/rules/#pylint-pl
+  "RUF",   # https://docs.astral.sh/ruff/rules/#ruff-specific-rules-ruf
+  "FLY",   # https://docs.astral.sh/ruff/rules/#flynt-fly
+]
+# TODO PTH https://docs.astral.sh/ruff/rules/#flake8-use-pathlib-pth
+ignore = ["DJ001", "SIM105", "RUF012"]
+
+[lint.per-file-ignores]
 ".github/scripts/*.py" = ["E501", "INP001", "SIM117"]
-"docker/wait-for-redis.py" = ["INP001"]
+"docker/wait-for-redis.py" = ["INP001", "T201"]
 "*/tests/*.py" = ["E501", "SIM117"]
-"*/migrations/*.py" = ["E501", "SIM"]
+"*/migrations/*.py" = ["E501", "SIM", "T201"]
 "src/paperless_tesseract/tests/test_parser.py" = ["RUF001"]
 "src/documents/models.py" = ["SIM115"]
 
-[isort]
+[lint.isort]
 force-single-line = true

CONTRIBUTING.md

@@ -11,7 +11,7 @@ If you want to implement something big:
 
 ## Python
 
-Paperless supports python 3.8 and 3.9. We format Python code with [Black](https://github.com/psf/black).
+Paperless supports python 3.9 - 3.11. We format Python code with [Black](https://github.com/psf/black).
 
 ## Branches
 
@@ -58,6 +58,13 @@ Our community review process for `non-trivial` PRs is the following:
 
 This process might be slow as community members have different schedules and time to dedicate to the Paperless project. However it ensures community code reviews are as brilliantly thorough as they once were with @jonaswinkler.
 
+# AI-Generated Code
+
+This project does not specifically prohibit the use of AI-generated code _during the process_ of creating a PR, however:
+
+1. Any code present in the final PR that was generated using AI sources should be clearly attributed as such and must not violate copyright protections.
+2. We will not accept PRs that are entirely or mostly AI-derived.
+
 # Translating Paperless-ngx
 
 Some notes about translation:
@@ -87,7 +94,7 @@ The following files need to be changed:
 
 - src-ui/angular.json (under the _projects/paperless-ui/i18n/locales_ JSON key)
 - src/paperless/settings.py (in the _LANGUAGES_ array)
-- src-ui/src/app/services/settings.service.ts (inside the _getLanguageOptions_ method)
+- src-ui/src/app/services/settings.service.ts (inside the _LANGUAGE_OPTIONS_ array)
 - src-ui/src/app/app.module.ts (import locale from _angular/common/locales_ and call _registerLocaleData_)
 
 Please add the language in the correct order, alphabetically by locale.
@@ -130,3 +137,19 @@ All team members are notified when mentioned or assigned to a relevant issue or
 We are not overly strict with inviting people to the organization. If you have read the [team permissions](#permissions) and think having additional access would enhance your contributions, please reach out to an [admin](#structure) of the team.
 
 The admins occasionally invite contributors directly if we believe having them on a team will accelerate their work.
+
+# Automatic Repository Maintenance
+
+The Paperless-ngx team appreciates all effort and interest from the community in filing bug reports, creating feature requests, sharing ideas and helping other
+community members. That said, in an effort to keep the repository organized and managebale the project uses automatic handling of certain areas:
+
+- Issues that cannot be reproduced will be marked 'stale' after 7 days of inactivity and closed after 14 further days of inactivity.
+- Issues, pull requests and discussions that are closed will be locked after 30 days of inactivity.
+- Discussions with a marked answer will be automatically closed.
+- Discussions in the 'General' or 'Support' categories will be closed after 180 days of inactivity.
+- Feature requests that do not meet the following thresholds will be closed: 5 "up-votes" after 180 days of inactivity or 10 "up-votes" after 365 days.
+
+In all cases, threads can be re-opened by project maintainers and, of course, users can always create a new discussion for related concerns.
+Finally, remember that all information remains searchable and 'closed' feature requests can still serve as inspiration for new features.
+
+Thank you all for your contributions.

Dockerfile

@@ -5,14 +5,14 @@
 # Purpose: Compiles the frontend
 # Notes:
 #  - Does NPM stuff with Typescript and such
-FROM --platform=$BUILDPLATFORM docker.io/node:16-bookworm-slim AS compile-frontend
+FROM --platform=$BUILDPLATFORM docker.io/node:20-bookworm-slim AS compile-frontend
 
 COPY ./src-ui /src/src-ui
 
 WORKDIR /src/src-ui
 RUN set -eux \
   && npm update npm -g \
-  && npm ci --omit=optional
+  && npm ci
 RUN set -eux \
   && ./node_modules/.bin/ng build --configuration production
 
@@ -21,7 +21,7 @@ RUN set -eux \
 # Comments:
 #  - pipenv dependencies are not left in the final image
 #  - pipenv can't touch the final image somehow
-FROM --platform=$BUILDPLATFORM docker.io/python:3.9-alpine as pipenv-base
+FROM --platform=$BUILDPLATFORM docker.io/python:3.11-alpine as pipenv-base
 
 WORKDIR /usr/src/pipenv
 
@@ -29,7 +29,7 @@ COPY Pipfile* ./
 
 RUN set -eux \
   && echo "Installing pipenv" \
-    && python3 -m pip install --no-cache-dir --upgrade pipenv==2023.7.23 \
+    && python3 -m pip install --no-cache-dir --upgrade pipenv==2023.12.1 \
   && echo "Generating requirement.txt" \
     && pipenv requirements > requirements.txt
 
@@ -37,7 +37,7 @@ RUN set -eux \
 # Purpose: The final image
 # Comments:
 #  - Don't leave anything extra in here
-FROM docker.io/python:3.9-slim-bookworm as main-app
+FROM docker.io/python:3.11-slim-bookworm as main-app
 
 LABEL org.opencontainers.image.authors="paperless-ngx team <hello@paperless-ngx.com>"
 LABEL org.opencontainers.image.documentation="https://docs.paperless-ngx.com/"
@@ -47,6 +47,21 @@ LABEL org.opencontainers.image.licenses="GPL-3.0-only"
 
 ARG DEBIAN_FRONTEND=noninteractive
 
+# Buildx provided, must be defined to use though
+ARG TARGETARCH
+
+# Can be workflow provided, defaults set for manual building
+ARG JBIG2ENC_VERSION=0.29
+ARG QPDF_VERSION=11.9.0
+ARG GS_VERSION=10.02.1
+
+# Set Python environment variables
+ENV PYTHONDONTWRITEBYTECODE=1 \
+    PYTHONUNBUFFERED=1 \
+    # Ignore warning from Whitenoise
+    PYTHONWARNINGS="ignore:::django.http.response:517" \
+    PNGX_CONTAINERIZED=1
+
 #
 # Begin installation and configuration
 # Order the steps below from least often changed to most
@@ -67,23 +82,11 @@ ARG RUNTIME_PACKAGES="\
   gnupg \
   icc-profiles-free \
   imagemagick \
-  # Image processing
-  liblept5 \
-  liblcms2-2 \
-  libtiff6 \
-  libfreetype6 \
-  libwebp7 \
-  libopenjp2-7 \
-  libimagequant0 \
-  libraqm0 \
-  libjpeg62-turbo \
   # PostgreSQL
   libpq5 \
   postgresql-client \
   # MySQL / MariaDB
   mariadb-client \
-  # For Numpy
-  libatlas3-base \
   # OCRmyPDF dependencies
   tesseract-ocr \
   tesseract-ocr-eng \
@@ -93,12 +96,11 @@ ARG RUNTIME_PACKAGES="\
   tesseract-ocr-spa \
   unpaper \
   pngquant \
-  # pikepdf / qpdf
   jbig2dec \
+  # lxml
   libxml2 \
   libxslt1.1 \
-  libgnutls30 \
-  libqpdf29 \
+  # itself
   qpdf \
   # Mime type detection
   file \
@@ -107,9 +109,7 @@ ARG RUNTIME_PACKAGES="\
   zlib1g \
   # Barcode splitter
   libzbar0 \
-  poppler-utils \
-  # RapidFuzz on armv7
-  libatomic1"
+  poppler-utils"
 
 # Install basic runtime packages.
 # These change very infrequently
@@ -117,7 +117,37 @@ RUN set -eux \
   echo "Installing system packages" \
     && apt-get update \
     && apt-get install --yes --quiet --no-install-recommends ${RUNTIME_PACKAGES} \
-    && rm -rf /var/lib/apt/lists/* \
+    && echo "Installing pre-built updates" \
+      && echo "Installing qpdf ${QPDF_VERSION}" \
+        && curl --fail --silent --show-error --location \
+          --output libqpdf29_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+          https://github.com/paperless-ngx/builder/releases/download/qpdf-${QPDF_VERSION}/libqpdf29_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+        && curl --fail --silent --show-error --location \
+          --output qpdf_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+          https://github.com/paperless-ngx/builder/releases/download/qpdf-${QPDF_VERSION}/qpdf_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+        && dpkg --install ./libqpdf29_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+        && dpkg --install ./qpdf_${QPDF_VERSION}-1_${TARGETARCH}.deb \
+      && echo "Installing Ghostscript ${GS_VERSION}" \
+        && curl --fail --silent --show-error --location \
+          --output libgs10_${GS_VERSION}.dfsg-2_${TARGETARCH}.deb \
+          https://github.com/paperless-ngx/builder/releases/download/ghostscript-${GS_VERSION}/libgs10_${GS_VERSION}.dfsg-1_${TARGETARCH}.deb \
+        && curl --fail --silent --show-error --location \
+          --output ghostscript_${GS_VERSION}.dfsg-2_${TARGETARCH}.deb \
+          https://github.com/paperless-ngx/builder/releases/download/ghostscript-${GS_VERSION}/ghostscript_${GS_VERSION}.dfsg-1_${TARGETARCH}.deb \
+        && curl --fail --silent --show-error --location \
+          --output libgs10-common_${GS_VERSION}.dfsg-2_all.deb \
+          https://github.com/paperless-ngx/builder/releases/download/ghostscript-${GS_VERSION}/libgs10-common_${GS_VERSION}.dfsg-1_all.deb \
+        && dpkg --install ./libgs10-common_${GS_VERSION}.dfsg-2_all.deb \
+        && dpkg --install ./libgs10_${GS_VERSION}.dfsg-2_${TARGETARCH}.deb \
+        && dpkg --install ./ghostscript_${GS_VERSION}.dfsg-2_${TARGETARCH}.deb \
+      && echo "Installing jbig2enc" \
+        && curl --fail --silent --show-error --location \
+          --output jbig2enc_${JBIG2ENC_VERSION}-1_${TARGETARCH}.deb \
+          https://github.com/paperless-ngx/builder/releases/download/jbig2enc-${JBIG2ENC_VERSION}/jbig2enc_${JBIG2ENC_VERSION}-1_${TARGETARCH}.deb \
+        && dpkg --install ./jbig2enc_${JBIG2ENC_VERSION}-1_${TARGETARCH}.deb \
+      && echo "Cleaning up image layer" \
+        && rm --force --verbose *.deb \
+    && rm --recursive --force --verbose /var/lib/apt/lists/* \
   && echo "Installing supervisor" \
     && python3 -m pip install --default-timeout=1000 --upgrade --no-cache-dir supervisor==4.2.5
 
@@ -164,45 +194,10 @@ RUN set -eux \
     && chmod 755 /usr/local/bin/paperless_cmd.sh \
     && mv flower-conditional.sh /usr/local/bin/flower-conditional.sh \
     && chmod 755 /usr/local/bin/flower-conditional.sh \
-  && echo "Installing managment commands" \
+  && echo "Installing management commands" \
     && chmod +x install_management_commands.sh \
     && ./install_management_commands.sh
 
-# Buildx provided, must be defined to use though
-ARG TARGETARCH
-ARG TARGETVARIANT
-
-# Can be workflow provided, defaults set for manual building
-ARG JBIG2ENC_VERSION=0.29
-ARG QPDF_VERSION=11.3.0
-ARG PIKEPDF_VERSION=7.2.0
-ARG PSYCOPG2_VERSION=2.9.6
-
-# Install the built packages from the installer library images
-# These change sometimes
-RUN set -eux \
-  && echo "Getting binaries" \
-    && mkdir paperless-ngx \
-    && curl --fail --silent --show-error --output paperless-ngx.tar.gz --location https://github.com/paperless-ngx/builder/archive/58bb061b9b3b63009852d6d875f9a305d9ae6ac9.tar.gz \
-    && tar -xf paperless-ngx.tar.gz --directory paperless-ngx --strip-components=1 \
-    && cd paperless-ngx \
-    # Setting a specific revision ensures we know what this installed
-    # and ensures cache breaking on changes
-  && echo "Installing jbig2enc" \
-    && cp ./jbig2enc/${JBIG2ENC_VERSION}/${TARGETARCH}${TARGETVARIANT}/jbig2 /usr/local/bin/ \
-    && cp ./jbig2enc/${JBIG2ENC_VERSION}/${TARGETARCH}${TARGETVARIANT}/libjbig2enc* /usr/local/lib/ \
-    && chmod a+x /usr/local/bin/jbig2 \
-  && echo "Installing pikepdf and dependencies" \
-    && python3 -m pip install --no-cache-dir ./pikepdf/${PIKEPDF_VERSION}/${TARGETARCH}${TARGETVARIANT}/*.whl \
-    && python3 -m pip list \
-  && echo "Installing psycopg2" \
-    && python3 -m pip install --no-cache-dir ./psycopg2/${PSYCOPG2_VERSION}/${TARGETARCH}${TARGETVARIANT}/psycopg2*.whl \
-    && python3 -m pip list \
-  && echo "Cleaning up image layer" \
-    && cd ../ \
-    && rm -rf paperless-ngx \
-    && rm paperless-ngx.tar.gz
-
 WORKDIR /usr/src/paperless/src/
 
 # Python dependencies
@@ -214,6 +209,9 @@ COPY --from=pipenv-base /usr/src/pipenv/requirements.txt ./
 ARG BUILD_PACKAGES="\
   build-essential \
   git \
+  # https://www.psycopg.org/docs/install.html#prerequisites
+  libpq-dev \
+  # https://github.com/PyMySQL/mysqlclient#linux
   default-libmysqlclient-dev \
   pkg-config"
 
@@ -226,34 +224,46 @@ RUN --mount=type=cache,target=/root/.cache/pip/,id=pip-cache \
     && python3 -m pip install --no-cache-dir --upgrade wheel \
   && echo "Installing Python requirements" \
     && python3 -m pip install --default-timeout=1000 --requirement requirements.txt \
+  && echo "Patching whitenoise for compression speedup" \
+    && curl --fail --silent --show-error --location --output 484.patch https://github.com/evansd/whitenoise/pull/484.patch \
+    && patch -d /usr/local/lib/python3.11/site-packages --verbose -p2 < 484.patch \
+    && rm 484.patch \
   && 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 \
     && python3 -W ignore::RuntimeWarning -m nltk.downloader -d "/usr/share/nltk_data" punkt \
   && echo "Cleaning up image" \
-    && apt-get -y purge ${BUILD_PACKAGES} \
-    && apt-get -y autoremove --purge \
+    && apt-get --yes purge ${BUILD_PACKAGES} \
+    && apt-get --yes autoremove --purge \
     && apt-get clean --yes \
-    && rm -rf /var/lib/apt/lists/* \
-    && rm -rf /tmp/* \
-    && rm -rf /var/tmp/* \
-    && rm -rf /var/cache/apt/archives/* \
-    && truncate -s 0 /var/log/*log
+    && rm --recursive --force --verbose /var/lib/apt/lists/* \
+    && rm --recursive --force --verbose /tmp/* \
+    && rm --recursive --force --verbose /var/tmp/* \
+    && rm --recursive --force --verbose /var/cache/apt/archives/* \
+    && truncate --size 0 /var/log/*log
 
 # copy backend
-COPY ./src ./
+COPY --chown=1000:1000 ./src ./
 
 # copy frontend
-COPY --from=compile-frontend /src/src/documents/static/frontend/ ./documents/static/frontend/
+COPY --from=compile-frontend --chown=1000:1000 /src/src/documents/static/frontend/ ./documents/static/frontend/
 
 # add users, setup scripts
 # Mount the compiled frontend to expected location
 RUN set -eux \
-  && addgroup --gid 1000 paperless \
-  && useradd --uid 1000 --gid paperless --home-dir /usr/src/paperless paperless \
-  && chown -R paperless:paperless /usr/src/paperless \
-  && gosu paperless python3 manage.py collectstatic --clear --no-input --link \
-  && gosu paperless python3 manage.py compilemessages
+  && echo "Setting up user/group" \
+    && addgroup --gid 1000 paperless \
+    && useradd --uid 1000 --gid paperless --home-dir /usr/src/paperless paperless \
+  && echo "Creating volume directories" \
+    && mkdir --parents --verbose /usr/src/paperless/data \
+    && mkdir --parents --verbose /usr/src/paperless/media \
+    && mkdir --parents --verbose /usr/src/paperless/consume \
+    && mkdir --parents --verbose /usr/src/paperless/export \
+  && echo "Adjusting all permissions" \
+    && chown --from root:root --changes --recursive paperless:paperless /usr/src/paperless \
+  && echo "Collecting static files" \
+    && gosu paperless python3 manage.py collectstatic --clear --no-input --link \
+    && gosu paperless python3 manage.py compilemessages
 
 VOLUME ["/usr/src/paperless/data", \
         "/usr/src/paperless/media", \
@@ -265,3 +275,5 @@ ENTRYPOINT ["/sbin/docker-entrypoint.sh"]
 EXPOSE 8000
 
 CMD ["/usr/local/bin/paperless_cmd.sh"]
+
+HEALTHCHECK --interval=30s --timeout=10s --retries=5 CMD [ "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000" ]

Pipfile

@@ -3,69 +3,58 @@ url = "https://pypi.python.org/simple"
 verify_ssl = true
 name = "pypi"
 
-[[source]]
-url = "https://www.piwheels.org/simple"
-verify_ssl = true
-name = "piwheels"
-
 [packages]
-dateparser = "~=1.1"
+dateparser = "~=1.2"
 # WARNING: django does not use semver.
 #          Only patch versions are guaranteed to not introduce breaking changes.
-django = "~=4.1.9"
-django-cors-headers = "*"
+django = "~=4.2.11"
+django-allauth = "*"
+django-auditlog = "*"
 django-celery-results = "*"
 django-compression-middleware = "*"
-django-guardian = "*"
+django-cors-headers = "*"
 django-extensions = "*"
-django-filter = "~=23.1"
-djangorestframework = "~=3.14"
+django-filter = "~=24.2"
+django-guardian = "*"
+django-multiselectfield = "*"
+djangorestframework = "==3.14.0"
 djangorestframework-guardian = "*"
+drf-writable-nested = "*"
+bleach = "*"
+celery = {extras = ["redis"], version = "*"}
+channels = "~=4.1"
+channels-redis = "*"
+concurrent-log-handler = "*"
 filelock = "*"
+flower = "*"
+gotenberg-client = "*"
 gunicorn = "*"
 imap-tools = "*"
+inotifyrecursive = "~=0.3"
 langdetect = "*"
+mysqlclient = "*"
+nltk = "*"
+ocrmypdf = "~=15.4"
 pathvalidate = "*"
-python-gnupg = "*"
-python-dotenv = "*"
-python-dateutil = "*"
-python-magic = "*"
-python-ipware = "*"
+pdf2image = "*"
 psycopg2 = "*"
+python-dateutil = "*"
+python-dotenv = "*"
+python-gnupg = "*"
+python-ipware = "*"
+python-magic = "*"
+pyzbar = "*"
 rapidfuzz = "*"
 redis = {extras = ["hiredis"], version = "*"}
-scikit-learn = "~=1.3"
-whitenoise = "~=6.5"
-watchdog = "~=3.0"
-whoosh="~=2.7"
-inotifyrecursive = "~=0.3"
-ocrmypdf = "~=14.0"
-tqdm = "*"
-tika-client = "*"
-channels = "~=4.0"
-channels-redis = "*"
-uvicorn = {extras = ["standard"], version = "*"}
-concurrent-log-handler = "*"
-pyzbar = "*"
-mysqlclient = "*"
-celery = {extras = ["redis"], version = "*"}
+scikit-learn = "~=1.4"
 setproctitle = "*"
-nltk = "*"
-pdf2image = "*"
-flower = "*"
-bleach = "*"
+tika-client = "*"
+tqdm = "*"
+uvicorn = {extras = ["standard"], version = "==0.25.0"}
+watchdog = "~=4.0"
+whitenoise = "~=6.6"
+whoosh="~=2.7"
 zxing-cpp = {version = "*", platform_machine = "== 'x86_64'"}
-#
-# Packages locked due to issues (try to check if these are fixed in a release every so often)
-#
-# Pin this until piwheels is building 1.9 (see https://www.piwheels.org/project/scipy/)
-scipy = "==1.8.1"
-# v4 brings in extra dependencies for features not used here
-reportlab = "==3.6.12"
-# Pin these until piwheels is building a newer version (see https://www.piwheels.org/project/{package}/)
-cryptography = "==40.0.1"
-pikepdf = "==7.2.0"
-pillow = "==9.5.0"
 
 [dev-packages]
 # Linting
@@ -82,11 +71,11 @@ pytest-env = "*"
 pytest-sugar = "*"
 pytest-xdist = "*"
 pytest-rerunfailures = "*"
-"pdfminer.six" = "*"
 imagehash = "*"
 daphne = "*"
 # Documentation
 mkdocs-material = "*"
+mkdocs-glightbox = "*"
 
 [typing-dev]
 mypy = "*"
@@ -98,12 +87,10 @@ celery-types = "*"
 django-stubs = {extras= ["compatible-mypy"], version="*"}
 types-dateparser = "*"
 types-bleach = "*"
-types-humanfriendly = "*"
 types-redis = "*"
 types-tqdm = "*"
 types-Markdown = "*"
 types-Pygments = "*"
-types-backports = "*"
 types-colorama = "*"
 types-psycopg2 = "*"
 types-setuptools = "*"

README.md

@@ -6,8 +6,11 @@
 [![demo](https://cronitor.io/badges/ve7ItY/production/W5E_B9jkelG9ZbDiNHUPQEVH3MY.svg)](https://demo.paperless-ngx.com)
 
 <p align="center">
-<img src="https://github.com/paperless-ngx/paperless-ngx/raw/main/resources/logo/web/png/Black%20logo%20-%20no%20background.png#gh-light-mode-only" width="50%" />
-<img src="https://github.com/paperless-ngx/paperless-ngx/raw/main/resources/logo/web/png/White%20logo%20-%20no%20background.png#gh-dark-mode-only" width="50%" />
+  <picture>
+    <source media="(prefers-color-scheme: dark)" srcset="https://github.com/paperless-ngx/paperless-ngx/blob/main/resources/logo/web/png/White%20logo%20-%20no%20background.png" width="50%">
+    <source media="(prefers-color-scheme: light)" srcset="https://github.com/paperless-ngx/paperless-ngx/raw/main/resources/logo/web/png/Black%20logo%20-%20no%20background.png" width="50%">
+    <img src="https://github.com/paperless-ngx/paperless-ngx/raw/main/resources/logo/web/png/Black%20logo%20-%20no%20background.png" width="50%">
+  </picture>
 </p>
 
 <!-- omit in toc -->
@@ -16,10 +19,9 @@
 
 Paperless-ngx is a document management system that transforms your physical documents into a searchable online archive so you can keep, well, _less paper_.
 
-Paperless-ngx forked from [paperless-ng](https://github.com/jonaswinkler/paperless-ng) to continue the great work and distribute responsibility of supporting and advancing the project among a team of people. [Consider joining us!](#community-support) Discussion of this transition can be found in issues
-[#1599](https://github.com/jonaswinkler/paperless-ng/issues/1599) and [#1632](https://github.com/jonaswinkler/paperless-ng/issues/1632).
+Paperless-ngx is the official successor to the original [Paperless](https://github.com/the-paperless-project/paperless) & [Paperless-ng](https://github.com/jonaswinkler/paperless-ng) projects and is designed to distribute the responsibility of advancing and supporting the project among a team of people. [Consider joining us!](#community-support)
 
-A demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com) using login `demo` / `demo`. _Note: demo content is reset frequently and confidential information should not be uploaded._
+Thanks to the generous folks at [DigitalOcean](https://m.do.co/c/8d70b916d462), a demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com) using login `demo` / `demo`. _Note: demo content is reset frequently and confidential information should not be uploaded._
 
 - [Features](#features)
 - [Getting started](#getting-started)
@@ -31,39 +33,31 @@ A demo is available at [demo.paperless-ngx.com](https://demo.paperless-ngx.com)
 - [Affiliated Projects](#affiliated-projects)
 - [Important Note](#important-note)
 
+<p align="right">This project is supported by:<br/>
+  <a href="https://m.do.co/c/8d70b916d462" style="padding-top: 4px; display: block;">
+    <picture>
+      <source media="(prefers-color-scheme: dark)" srcset="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/SVG/DO_Logo_horizontal_white.svg" width="140px">
+      <source media="(prefers-color-scheme: light)" srcset="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/SVG/DO_Logo_horizontal_black_.svg" width="140px">
+      <img src="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/SVG/DO_Logo_horizontal_black_.svg" width="140px">
+    </picture>
+  </a>
+</p>
+
 # Features
 
-![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards.png#gh-light-mode-only)
-![Dashboard](https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards-dark.png#gh-dark-mode-only)
+<picture>
+  <source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards-dark.png">
+  <source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards.png">
+  <img src="https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docs/assets/screenshots/documents-smallcards.png">
+</picture>
 
-- Organize and index your scanned documents with tags, correspondents, types, and more.
-- Performs OCR on your documents, adds selectable text to image only documents and adds tags, correspondents and document types to your documents.
-- Supports PDF documents, images, plain text files, and Office documents (Word, Excel, Powerpoint, and LibreOffice equivalents).
-  - Office document support is optional and provided by Apache Tika (see [configuration](https://docs.paperless-ngx.com/configuration/#tika))
-- Paperless stores your documents plain on disk. Filenames and folders are managed by paperless and their format can be configured freely.
-- Single page application front end.
-  - Includes a dashboard that shows basic statistics and has document upload.
-  - Filtering by tags, correspondents, types, and more.
-  - Customizable views can be saved and displayed on the dashboard.
-- Full text search helps you find what you need.
-  - Auto completion suggests relevant words from your documents.
-  - Results are sorted by relevance to your search query.
-  - Highlighting shows you which parts of the document matched the query.
-  - Searching for similar documents ("More like this")
-- Email processing: Paperless adds documents from your email accounts.
-  - Configure multiple accounts and filters for each account.
-  - When adding documents from mail, paperless can move these mail to a new folder, mark them as read, flag them as important or delete them.
-- Machine learning powered document matching.
-  - Paperless-ngx learns from your documents and will be able to automatically assign tags, correspondents and types to documents once you've stored a few documents in paperless.
-- Optimized for multi core systems: Paperless-ngx consumes multiple documents in parallel.
-- The integrated sanity checker makes sure that your document archive is in good health.
-- [More screenshots are available in the documentation](https://docs.paperless-ngx.com/#screenshots).
+A full list of [features](https://docs.paperless-ngx.com/#features) and [screenshots](https://docs.paperless-ngx.com/#screenshots) are available in the [documentation](https://docs.paperless-ngx.com/).
 
 # Getting started
 
-The easiest way to deploy paperless is docker-compose. The files in the [`/docker/compose` directory](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose) are configured to pull the image from Github Packages.
+The easiest way to deploy paperless is `docker compose`. The files in the [`/docker/compose` directory](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose) are configured to pull the image from GitHub Packages.
 
-If you'd like to jump right in, you can configure a docker-compose environment with our install script:
+If you'd like to jump right in, you can configure a `docker compose` environment with our install script:
 
 ```bash
 bash -c "$(curl -L https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/install-paperless-ngx.sh)"
@@ -85,7 +79,7 @@ If you feel like contributing to the project, please do! Bug fixes, enhancements
 
 ## Community Support
 
-People interested in continuing the work on paperless-ngx are encouraged to reach out here on github and in the [Matrix Room](https://matrix.to/#/#paperless:adnidor.de). If you would like to contribute to the project on an ongoing basis there are multiple [teams](https://github.com/orgs/paperless-ngx/people) (frontend, ci/cd, etc) that could use your help so please reach out!
+People interested in continuing the work on paperless-ngx are encouraged to reach out here on github and in the [Matrix Room](https://matrix.to/#/#paperless:matrix.org). If you would like to contribute to the project on an ongoing basis there are multiple [teams](https://github.com/orgs/paperless-ngx/people) (frontend, ci/cd, etc) that could use your help so please reach out!
 
 ## Translation
 

SECURITY.md

@@ -0,0 +1,9 @@
+# Security Policy
+
+## Reporting a Vulnerability
+
+The Paperless-ngx team and community take security bugs seriously. We appreciate your efforts to responsibly disclose your findings, and will make every effort to acknowledge your contributions.
+
+To report a security issue, please use the GitHub Security Advisory ["Report a Vulnerability"](https://github.com/paperless-ngx/paperless-ngx/security/advisories/new) tab.
+
+The team will send a response indicating the next steps in handling your report. After the initial reply to your report, the security team will keep you informed of the progress towards a fix and full announcement, and may ask for additional information or guidance.

crowdin.yml

@@ -1,8 +1,6 @@
-commit_message: '[ci skip]'
-pull_request_labels: [
-  "skip-changelog",
-  "translation"
-]
+project_id_env: CROWDIN_PROJECT_ID
+api_token_env: CROWDIN_PERSONAL_TOKEN
+preserve_hierarchy: true
 files:
   - source: /src/locale/en_US/LC_MESSAGES/django.po
     translation: /src/locale/%locale_with_underscore%/LC_MESSAGES/django.po

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

@@ -1,12 +1,12 @@
-# docker-compose file for running paperless testing with actual gotenberg
+# Docker Compose file for running paperless testing with actual gotenberg
 # and Tika containers for a more end to end test of the Tika related functionality
-# Can be used locally or by the CI to start the nessecary containers with the
+# Can be used locally or by the CI to start the necessary containers with the
 # correct networking for the tests
 
 version: "3.7"
 services:
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.8
+    image: docker.io/gotenberg/gotenberg:7.10
     hostname: gotenberg
     container_name: gotenberg
     network_mode: host
@@ -17,6 +17,8 @@ services:
       - "gotenberg"
       - "--chromium-disable-javascript=true"
       - "--chromium-allow-list=file:///tmp/.*"
+      - "--log-level=warn"
+      - "--log-format=text"
   tika:
     image: ghcr.io/paperless-ngx/tika:latest
     hostname: tika

docker/compose/docker-compose.mariadb-tika.yml

@@ -1,4 +1,4 @@
-# docker-compose file for running paperless from the Docker Hub.
+# docker compose file for running paperless from the Docker Hub.
 # This file contains everything paperless needs to run.
 # Paperless supports amd64, arm and arm64 hardware.
 #
@@ -10,7 +10,7 @@
 #   as this file and mounted to the correct folders inside the container.
 # - Paperless listens on port 8000.
 #
-# In addition to that, this docker-compose file adds the following optional
+# In addition to that, this Docker Compose file adds the following optional
 # configurations:
 #
 # - Instead of SQLite (default), MariaDB is used as the database server.
@@ -23,9 +23,9 @@
 #
 # - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
 #   and '.env' into a folder.
-# - Run 'docker-compose pull'.
-# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
-# - Run 'docker-compose up -d'.
+# - Run 'docker compose pull'.
+# - Run 'docker compose run --rm webserver createsuperuser' to create a user.
+# - Run 'docker compose up -d'.
 #
 # For more extensive installation and update instructions, refer to the
 # documentation.
@@ -60,11 +60,6 @@ services:
       - tika
     ports:
       - "8000:8000"
-    healthcheck:
-      test: ["CMD", "curl", "-f", "http://localhost:8000"]
-      interval: 30s
-      timeout: 10s
-      retries: 5
     volumes:
       - data:/usr/src/paperless/data
       - media:/usr/src/paperless/media
@@ -83,7 +78,7 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.8
+    image: docker.io/gotenberg/gotenberg:7.10
     restart: unless-stopped
     # The gotenberg chromium route is used to convert .eml files. We do not
     # want to allow external content like tracking pixels or even javascript.

docker/compose/docker-compose.mariadb.yml

@@ -1,4 +1,4 @@
-# docker-compose file for running paperless from the Docker Hub.
+# Docker Compose file for running paperless from the Docker Hub.
 # This file contains everything paperless needs to run.
 # Paperless supports amd64, arm and arm64 hardware.
 #
@@ -10,7 +10,7 @@
 #   as this file and mounted to the correct folders inside the container.
 # - Paperless listens on port 8000.
 #
-# In addition to that, this docker-compose file adds the following optional
+# In addition to that, this Docker Compose file adds the following optional
 # configurations:
 #
 # - Instead of SQLite (default), MariaDB is used as the database server.
@@ -19,9 +19,9 @@
 #
 # - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
 #   and '.env' into a folder.
-# - Run 'docker-compose pull'.
-# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
-# - Run 'docker-compose up -d'.
+# - Run 'docker compose pull'.
+# - Run 'docker compose run --rm webserver createsuperuser' to create a user.
+# - Run 'docker compose up -d'.
 #
 # For more extensive installation and update instructions, refer to the
 # documentation.
@@ -54,11 +54,6 @@ services:
       - broker
     ports:
       - "8000:8000"
-    healthcheck:
-      test: ["CMD", "curl", "-f", "http://localhost:8000"]
-      interval: 30s
-      timeout: 10s
-      retries: 5
     volumes:
       - data:/usr/src/paperless/data
       - media:/usr/src/paperless/media
@@ -73,7 +68,6 @@ services:
       PAPERLESS_DBPASS: paperless # only needed if non-default password
       PAPERLESS_DBPORT: 3306
 
-
 volumes:
   data:
   media:

docker/compose/docker-compose.portainer.yml

@@ -1,4 +1,4 @@
-# docker-compose file for running paperless from the Docker Hub.
+# Docker Compose file for running paperless from the Docker Hub.
 # This file contains everything paperless needs to run.
 # Paperless supports amd64, arm and arm64 hardware.
 #
@@ -10,7 +10,7 @@
 #   as this file and mounted to the correct folders inside the container.
 # - Paperless listens on port 8010.
 #
-# In addition to that, this docker-compose file adds the following optional
+# In addition to that, this Docker Compose file adds the following optional
 # configurations:
 #
 # - Instead of SQLite (default), PostgreSQL is used as the database server.
@@ -18,7 +18,7 @@
 # To install and update paperless with this file, do the following:
 #
 # - Open portainer Stacks list and click 'Add stack'
-# - Paste the contents of this file and assign a name, e.g. 'Paperless'
+# - Paste the contents of this file and assign a name, e.g. 'paperless'
 # - Click 'Deploy the stack' and wait for it to be deployed
 # - Open the list of containers, select paperless_webserver_1
 # - Click 'Console' and then 'Connect' to open the command line inside the container
@@ -54,11 +54,6 @@ services:
       - broker
     ports:
       - "8010:8000"
-    healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
-      interval: 30s
-      timeout: 10s
-      retries: 5
     volumes:
       - data:/usr/src/paperless/data
       - media:/usr/src/paperless/media

docker/compose/docker-compose.postgres-tika.yml

@@ -1,4 +1,4 @@
-# docker-compose file for running paperless from the docker container registry.
+# Docker Compose file for running paperless from the docker container registry.
 # This file contains everything paperless needs to run.
 # Paperless supports amd64, arm and arm64 hardware.
 #
@@ -10,7 +10,7 @@
 #   as this file and mounted to the correct folders inside the container.
 # - Paperless listens on port 8000.
 #
-# In addition to that, this docker-compose file adds the following optional
+# In addition to that, this Docker Compose file adds the following optional
 # configurations:
 #
 # - Instead of SQLite (default), PostgreSQL is used as the database server.
@@ -23,9 +23,9 @@
 #
 # - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
 #   and '.env' into a folder.
-# - Run 'docker-compose pull'.
-# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
-# - Run 'docker-compose up -d'.
+# - Run 'docker compose pull'.
+# - Run 'docker compose run --rm webserver createsuperuser' to create a user.
+# - Run 'docker compose up -d'.
 #
 # For more extensive installation and update instructions, refer to the
 # documentation.
@@ -58,11 +58,6 @@ services:
       - tika
     ports:
       - "8000:8000"
-    healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
-      interval: 30s
-      timeout: 10s
-      retries: 5
     volumes:
       - data:/usr/src/paperless/data
       - media:/usr/src/paperless/media
@@ -77,7 +72,7 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.8
+    image: docker.io/gotenberg/gotenberg:7.10
     restart: unless-stopped
 
     # The gotenberg chromium route is used to convert .eml files. We do not

docker/compose/docker-compose.postgres.yml

@@ -1,4 +1,4 @@
-# docker-compose file for running paperless from the Docker Hub.
+# Docker Compose file for running paperless from the Docker Hub.
 # This file contains everything paperless needs to run.
 # Paperless supports amd64, arm and arm64 hardware.
 #
@@ -10,7 +10,7 @@
 #   as this file and mounted to the correct folders inside the container.
 # - Paperless listens on port 8000.
 #
-# In addition to that, this docker-compose file adds the following optional
+# In addition to that, this Docker Compose file adds the following optional
 # configurations:
 #
 # - Instead of SQLite (default), PostgreSQL is used as the database server.
@@ -19,9 +19,9 @@
 #
 # - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
 #   and '.env' into a folder.
-# - Run 'docker-compose pull'.
-# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
-# - Run 'docker-compose up -d'.
+# - Run 'docker compose pull'.
+# - Run 'docker compose run --rm webserver createsuperuser' to create a user.
+# - Run 'docker compose up -d'.
 #
 # For more extensive installation and update instructions, refer to the
 # documentation.
@@ -52,11 +52,6 @@ services:
       - broker
     ports:
       - "8000:8000"
-    healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
-      interval: 30s
-      timeout: 10s
-      retries: 5
     volumes:
       - data:/usr/src/paperless/data
       - media:/usr/src/paperless/media
@@ -67,7 +62,6 @@ services:
       PAPERLESS_REDIS: redis://broker:6379
       PAPERLESS_DBHOST: db
 
-
 volumes:
   data:
   media:

docker/compose/docker-compose.sqlite-tika.yml

@@ -1,4 +1,4 @@
-# docker-compose file for running paperless from the docker container registry.
+# Docker Compose file for running paperless from the docker container registry.
 # This file contains everything paperless needs to run.
 # Paperless supports amd64, arm and arm64 hardware.
 # All compose files of paperless configure paperless in the following way:
@@ -11,7 +11,7 @@
 #
 # SQLite is used as the database. The SQLite file is stored in the data volume.
 #
-# In addition to that, this docker-compose file adds the following optional
+# In addition to that, this Docker Compose file adds the following optional
 # configurations:
 #
 # - Apache Tika and Gotenberg servers are started with paperless and paperless
@@ -23,9 +23,9 @@
 #
 # - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
 #   and '.env' into a folder.
-# - Run 'docker-compose pull'.
-# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
-# - Run 'docker-compose up -d'.
+# - Run 'docker compose pull'.
+# - Run 'docker compose run --rm webserver createsuperuser' to create a user.
+# - Run 'docker compose up -d'.
 #
 # For more extensive installation and update instructions, refer to the
 # documentation.
@@ -47,11 +47,6 @@ services:
       - tika
     ports:
       - "8000:8000"
-    healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
-      interval: 30s
-      timeout: 10s
-      retries: 5
     volumes:
       - data:/usr/src/paperless/data
       - media:/usr/src/paperless/media
@@ -65,7 +60,7 @@ services:
       PAPERLESS_TIKA_ENDPOINT: http://tika:9998
 
   gotenberg:
-    image: docker.io/gotenberg/gotenberg:7.8
+    image: docker.io/gotenberg/gotenberg:7.10
     restart: unless-stopped
 
     # The gotenberg chromium route is used to convert .eml files. We do not

docker/compose/docker-compose.sqlite.yml

@@ -1,4 +1,4 @@
-# docker-compose file for running paperless from the Docker Hub.
+# Docker Compose file for running paperless from the Docker Hub.
 # This file contains everything paperless needs to run.
 # Paperless supports amd64, arm and arm64 hardware.
 #
@@ -16,9 +16,9 @@
 #
 # - Copy this file as 'docker-compose.yml' and the files 'docker-compose.env'
 #   and '.env' into a folder.
-# - Run 'docker-compose pull'.
-# - Run 'docker-compose run --rm webserver createsuperuser' to create a user.
-# - Run 'docker-compose up -d'.
+# - Run 'docker compose pull'.
+# - Run 'docker compose run --rm webserver createsuperuser' to create a user.
+# - Run 'docker compose up -d'.
 #
 # For more extensive installation and update instructions, refer to the
 # documentation.
@@ -38,11 +38,6 @@ services:
       - broker
     ports:
       - "8000:8000"
-    healthcheck:
-      test: ["CMD", "curl", "-fs", "-S", "--max-time", "2", "http://localhost:8000"]
-      interval: 30s
-      timeout: 10s
-      retries: 5
     volumes:
       - data:/usr/src/paperless/data
       - media:/usr/src/paperless/media
@@ -52,7 +47,6 @@ services:
     environment:
       PAPERLESS_REDIS: redis://broker:6379
 
-
 volumes:
   data:
   media:

docker/docker-entrypoint.sh

@@ -86,17 +86,17 @@ initialize() {
 		"${CONSUME_DIR}"; do
 		if [[ ! -d "${dir}" ]]; then
 			echo "Creating directory ${dir}"
-			mkdir "${dir}"
+			mkdir --parents "${dir}"
 		fi
 	done
 
-	local -r tmp_dir="/tmp/paperless"
-	echo "Creating directory ${tmp_dir}"
-	mkdir -p "${tmp_dir}"
+	local -r tmp_dir="${PAPERLESS_SCRATCH_DIR:=/tmp/paperless}"
+	echo "Creating directory scratch directory ${tmp_dir}"
+	mkdir --parents "${tmp_dir}"
 
 	set +e
 	echo "Adjusting permissions of paperless files. This may take a while."
-	chown -R paperless:paperless ${tmp_dir}
+	chown -R paperless:paperless "${tmp_dir}"
 	for dir in \
 		"${export_dir}" \
 		"${DATA_DIR}" \

docker/docker-prepare.sh

@@ -80,7 +80,7 @@ django_checks() {
 
 search_index() {
 
-	local -r index_version=6
+	local -r index_version=9
 	local -r index_version_file=${DATA_DIR}/.index_version
 
 	if [[ (! -f "${index_version_file}") || $(<"${index_version_file}") != "$index_version" ]]; then

docker/install_management_commands.sh

@@ -13,6 +13,7 @@ for command in decrypt_documents \
 	document_retagger \
 	document_thumbnails \
 	document_sanity_checker \
+	document_fuzzy_match \
 	manage_superuser;
 do
 	echo "installing $command..."

docker/paperless_cmd.sh

@@ -1,14 +1,15 @@
 #!/usr/bin/env bash
 
+SUPERVISORD_WORKING_DIR="${PAPERLESS_SUPERVISORD_WORKING_DIR:-$PWD}"
 rootless_args=()
 if [ "$(id -u)" == "$(id -u paperless)" ]; then
 	rootless_args=(
 		--user
 		paperless
 		--logfile
-		supervisord.log
+		"${SUPERVISORD_WORKING_DIR}/supervisord.log"
 		--pidfile
-		supervisord.pid
+		"${SUPERVISORD_WORKING_DIR}/supervisord.pid"
 	)
 fi
 

docs/administration.md

@@ -5,17 +5,19 @@
 Multiple options exist for making backups of your paperless instance,
 depending on how you installed paperless.
 
-Before making backups, make sure that paperless is not running.
+Before making a backup, it's probably best to make sure that paperless is not actively
+consuming documents at that time.
 
 Options available to any installation of paperless:
 
-- Use the [document exporter](#exporter). The document exporter exports all your documents,
-  thumbnails and metadata to a specific folder. You may import your
-  documents into a fresh instance of paperless again or store your
-  documents in another DMS with this export.
-- The document exporter is also able to update an already existing
-  export. Therefore, incremental backups with `rsync` are entirely
-  possible.
+-   Use the [document exporter](#exporter). The document exporter exports all your documents,
+    thumbnails, metadata, and database contents to a specific folder. You may import your
+    documents and settings into a fresh instance of paperless again or store your
+    documents in another DMS with this export.
+
+    The document exporter is also able to update an already existing
+    export. Therefore, incremental backups with `rsync` are entirely
+    possible.
 
 !!! caution
 
@@ -25,31 +27,37 @@ Options available to any installation of paperless:
 
 Options available to docker installations:
 
-- Backup the docker volumes. These usually reside within
-  `/var/lib/docker/volumes` on the host and you need to be root in
-  order to access them.
+-   Backup the docker volumes. These usually reside within
+    `/var/lib/docker/volumes` on the host and you need to be root in
+    order to access them.
 
-  Paperless uses 4 volumes:
+    Paperless uses 4 volumes:
 
-  - `paperless_media`: This is where your documents are stored.
-  - `paperless_data`: This is where auxillary data is stored. This
-    folder also contains the SQLite database, if you use it.
-  - `paperless_pgdata`: Exists only if you use PostgreSQL and
-    contains the database.
-  - `paperless_dbdata`: Exists only if you use MariaDB and contains
-    the database.
+    -   `paperless_media`: This is where your documents are stored.
+    -   `paperless_data`: This is where auxiliary data is stored. This
+        folder also contains the SQLite database, if you use it.
+    -   `paperless_pgdata`: Exists only if you use PostgreSQL and
+        contains the database.
+    -   `paperless_dbdata`: Exists only if you use MariaDB and contains
+        the database.
 
 Options available to bare-metal and non-docker installations:
 
-- Backup the entire paperless folder. This ensures that if your
-  paperless instance crashes at some point or your disk fails, you can
-  simply copy the folder back into place and it works.
+-   Backup the entire paperless folder. This ensures that if your
+    paperless instance crashes at some point or your disk fails, you can
+    simply copy the folder back into place and it works.
 
-  When using PostgreSQL or MariaDB, you'll also have to backup the
-  database.
+    When using PostgreSQL or MariaDB, you'll also have to backup the
+    database.
 
 ### Restoring {#migrating-restoring}
 
+If you've backed-up Paperless-ngx using the [document exporter](#exporter),
+restoring can simply be done with the [document importer](#importer).
+
+Of course, other backup strategies require restoring any volumes, folders and database
+copies you created in the steps above.
+
 ## Updating Paperless {#updating}
 
 ### Docker Route {#docker-updating}
@@ -59,34 +67,34 @@ you installed paperless-ngx in the first place. The releases are
 available at the [release
 page](https://github.com/paperless-ngx/paperless-ngx/releases).
 
-First of all, ensure that paperless is stopped.
+First of all, make sure no active processes (like consumption) are running, then [make a backup](#backup).
+
+After that, ensure that paperless is stopped:
 
 ```shell-session
 $ cd /path/to/paperless
-$ docker-compose down
+$ docker compose down
 ```
 
-After that, [make a backup](#backup).
-
 1.  If you pull the image from the docker hub, all you need to do is:
 
     ```shell-session
-    $ docker-compose pull
-    $ docker-compose up
+    $ docker compose pull
+    $ docker compose up
     ```
 
-    The docker-compose files refer to the `latest` version, which is
+    The Docker Compose files refer to the `latest` version, which is
     always the latest stable release.
 
 1.  If you built the image yourself, do the following:
 
     ```shell-session
     $ git pull
-    $ docker-compose build
-    $ docker-compose up
+    $ docker compose build
+    $ docker compose up
     ```
 
-Running `docker-compose up` will also apply any new database migrations.
+Running `docker compose up` will also apply any new database migrations.
 If you see everything working, press CTRL+C once to gracefully stop
 paperless. Then you can start paperless-ngx with `-d` to have it run in
 the background.
@@ -94,7 +102,7 @@ the background.
 !!! note
 
     In version 0.9.14, the update process was changed. In 0.9.13 and
-    earlier, the docker-compose files specified exact versions and pull
+    earlier, the Docker Compose files specified exact versions and pull
     won't automatically update to newer versions. In order to enable
     updates as described above, either get the new `docker-compose.yml`
     file from
@@ -139,7 +147,7 @@ following:
 1.  Update dependencies. New paperless version may require additional
     dependencies. The dependencies required are listed in the section
     about
-    [bare metal installations](/setup#bare_metal).
+    [bare metal installations](setup.md#bare_metal).
 
 2.  Update python requirements. Keep in mind to activate your virtual
     environment before that, if you use one.
@@ -212,11 +220,11 @@ Paperless comes with some management commands that perform various
 maintenance tasks on your paperless instance. You can invoke these
 commands in the following way:
 
-With docker-compose, while paperless is running:
+With Docker Compose, while paperless is running:
 
 ```shell-session
 $ cd /path/to/paperless
-$ docker-compose exec webserver <command> <arguments>
+$ docker compose exec webserver <command> <arguments>
 ```
 
 With docker, while paperless is running:
@@ -239,26 +247,28 @@ with the argument `--help`.
 
 ### Document exporter {#exporter}
 
-The document exporter exports all your data from paperless into a folder
-for backup or migration to another DMS.
+The document exporter exports all your data (including your settings
+and database contents) from paperless into a folder for backup or
+migration to another DMS.
 
 If you use the document exporter within a cronjob to backup your data
 you might use the `-T` flag behind exec to suppress "The input device
 is not a TTY" errors. For example:
-`docker-compose exec -T webserver document_exporter ../export`
+`docker compose exec -T webserver document_exporter ../export`
 
 ```
 document_exporter target [-c] [-d] [-f] [-na] [-nt] [-p] [-sm] [-z]
 
 optional arguments:
--c, --compare-checksums
--d, --delete
--f, --use-filename-format
+-c,  --compare-checksums
+-d,  --delete
+-f,  --use-filename-format
 -na, --no-archive
 -nt, --no-thumbnail
--p, --use-folder-prefix
+-p,  --use-folder-prefix
 -sm, --split-manifest
--z  --zip
+-z,  --zip
+-zn, --zip-name
 ```
 
 `target` is a folder to which the data gets written. This includes
@@ -286,7 +296,7 @@ other files.
 
 The filenames generated by this command follow the format
 `[date created] [correspondent] [title].[extension]`. If you want
-paperless to use `PAPERLESS_FILENAME_FORMAT` for exported filenames
+paperless to use [`PAPERLESS_FILENAME_FORMAT`](configuration.md#PAPERLESS_FILENAME_FORMAT) for exported filenames
 instead, specify `-f` or `--use-filename-format`.
 
 If `-na` or `--no-archive` is provided, no archive files will be exported,
@@ -314,7 +324,8 @@ manifest.json will still contain application wide information (e.g. tags, corres
 documenttype, etc)
 
 If `-z` or `--zip` is provided, the export will be a zip file
-in the target directory, named according to the current date.
+in the target directory, named according to the current local date or the
+value set in `-zn` or `--zip-name`.
 
 !!! warning
 
@@ -338,11 +349,17 @@ When you use the provided docker compose script, put the export inside
 the `export` folder in your paperless source directory. Specify
 `../export` as the `source`.
 
+Note that .zip files (as can be generated from the exporter) are not supported.
+
 !!! note
 
     Importing from a previous version of Paperless may work, but for best
     results it is suggested to match the versions.
 
+!!! warning
+
+    The importer should be run against a completely empty installation (database and directories) of Paperless-ngx.
+
 ### Document retagger {#retagger}
 
 Say you've imported a few hundred documents and now want to introduce a
@@ -351,7 +368,7 @@ currently-imported docs. This problem is common enough that there are
 tools for it.
 
 ```
-document_retagger [-h] [-c] [-T] [-t] [-i] [--use-first] [-f]
+document_retagger [-h] [-c] [-T] [-t] [-i] [--id-range] [--use-first] [-f]
 
 optional arguments:
 -c, --correspondent
@@ -359,6 +376,7 @@ optional arguments:
 -t, --document_type
 -s, --storage_path
 -i, --inbox-only
+--id-range
 --use-first
 -f, --overwrite
 ```
@@ -375,6 +393,11 @@ Specify `-i` to have the document retagger work on documents tagged with
 inbox tags only. This is useful when you don't want to mess with your
 already processed documents.
 
+Specify `--id-range 1 100` to have the document retagger work only on a
+specific range of document id´s. This can be useful if you have a lot of
+documents and want to test the matching rules only on a subset of
+documents.
+
 When multiple document types or correspondents match a single document,
 the retagger won't assign these to the document. Specify `--use-first`
 to override this behavior and just use the first correspondent or type
@@ -391,7 +414,7 @@ that don't match a document anymore get removed as well.
 ### Managing the Automatic matching algorithm
 
 The _Auto_ matching algorithm requires a trained neural network to work.
-This network needs to be updated whenever somethings in your data
+This network needs to be updated whenever something in your data
 changes. The docker image takes care of that automatically with the task
 scheduler. You can manually renew the classifier by invoking the
 following management command:
@@ -406,6 +429,9 @@ This command takes no arguments.
 
 Use this command to re-create document thumbnails. Optionally include the ` --document {id}` option to generate thumbnails for a specific document only.
 
+You may also specify `--processes` to control the number of processes used to generate new thumbnails. The default is to utilize
+a quarter of the available processors.
+
 ```
 document_thumbnails
 ```
@@ -433,7 +459,7 @@ task scheduler.
 ### Managing filenames {#renamer}
 
 If you use paperless' feature to
-[assign custom filenames to your documents](/advanced_usage#file-name-handling), you can use this command to move all your files after
+[assign custom filenames to your documents](advanced_usage.md#file-name-handling), you can use this command to move all your files after
 changing the naming scheme.
 
 !!! warning
@@ -458,19 +484,19 @@ collection for issues.
 
 The issues detected by the sanity checker are as follows:
 
-- Missing original files.
-- Missing archive files.
-- Inaccessible original files due to improper permissions.
-- Inaccessible archive files due to improper permissions.
-- Corrupted original documents by comparing their checksum against
-  what is stored in the database.
-- Corrupted archive documents by comparing their checksum against what
-  is stored in the database.
-- Missing thumbnails.
-- Inaccessible thumbnails due to improper permissions.
-- Documents without any content (warning).
-- Orphaned files in the media directory (warning). These are files
-  that are not referenced by any document in paperless.
+-   Missing original files.
+-   Missing archive files.
+-   Inaccessible original files due to improper permissions.
+-   Inaccessible archive files due to improper permissions.
+-   Corrupted original documents by comparing their checksum against
+    what is stored in the database.
+-   Corrupted archive documents by comparing their checksum against what
+    is stored in the database.
+-   Missing thumbnails.
+-   Inaccessible thumbnails due to improper permissions.
+-   Documents without any content (warning).
+-   Orphaned files in the media directory (warning). These are files
+    that are not referenced by any document in paperless.
 
 ```
 document_sanity_checker
@@ -539,7 +565,7 @@ Documents can be stored in Paperless using GnuPG encryption.
 
 !!! warning
 
-    Encryption is deprecated since [paperless-ng 0.9](/changelog#paperless-ng-090) and doesn't really
+    Encryption is deprecated since [paperless-ng 0.9](changelog.md#paperless-ng-090) and doesn't really
     provide any additional security, since you have to store the passphrase
     in a configuration file on the same system as the encrypted documents
     for paperless to work. Furthermore, the entire text content of the
@@ -560,9 +586,37 @@ Enabling encryption is no longer supported.
 
 Basic usage to disable encryption of your document store:
 
-(Note: If `PAPERLESS_PASSPHRASE` isn't set already, you need to specify
+(Note: If [`PAPERLESS_PASSPHRASE`](configuration.md#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,
+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.
+
+This tool does a fuzzy match over document content, looking for
+those which look close according to a given ratio.
+
+At this time, other metadata (such as correspondent or type) is not
+taken into account by the detection.
+
+```
+document_fuzzy_match [--ratio] [--processes N]
+```
+
+| Option      | Required | Default             | Description                                                                                                                    |
+| ----------- | -------- | ------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
+| --ratio     | No       | 85.0                | a number between 0 and 100, setting how similar a document must be for it to be reported. Higher numbers mean more similarity. |
+| --processes | No       | 1/4 of system cores | Number of processes to use for matching. Setting 1 disables multiple processes                                                 |
+| --delete    | No       | False               | If provided, one document of a matched pair above the ratio will be deleted.                                                   |
+
+!!! warning
+
+    If providing the `--delete` option, it is highly recommended to have a backup.
+    While every effort has been taken to ensure proper operation, there is always the
+    chance of deletion of a file you want to keep.

docs/advanced_usage.md

@@ -35,7 +35,8 @@ The following algorithms are available:
   (i.e. preserve ordering) in the PDF.
 - **Regular expression:** Parses the match as a regular expression and
   tries to find a match within the document.
-- **Fuzzy match:** I don't know. Look at [the source](https://github.com/paperless-ngx/paperless-ngx/blob/main/src/documents/matching.py).
+- **Fuzzy match:** Uses a partial matching based on locating the tag text
+  inside the document, using a [partial ratio](https://maxbachmann.github.io/RapidFuzz/Usage/fuzz.html#partial-ratio)
 - **Auto:** Tries to automatically match new documents. This does not
   require you to set a match. See the [notes below](#automatic-matching).
 
@@ -106,7 +107,7 @@ document is consumed using a couple of simple hooks.
 Just write a script, put it somewhere that Paperless can read & execute,
 and then put the path to that script in `paperless.conf` or
 `docker-compose.env` with the variable name of either
-`PAPERLESS_PRE_CONSUME_SCRIPT` or `PAPERLESS_POST_CONSUME_SCRIPT`.
+[`PAPERLESS_PRE_CONSUME_SCRIPT`](configuration.md#PAPERLESS_PRE_CONSUME_SCRIPT) or [`PAPERLESS_POST_CONSUME_SCRIPT`](configuration.md#PAPERLESS_POST_CONSUME_SCRIPT).
 
 !!! info
 
@@ -126,6 +127,7 @@ script can access the following relevant environment variables set:
 | ----------------------- | ------------------------------------------------------------ |
 | `DOCUMENT_SOURCE_PATH`  | Original path of the consumed document                       |
 | `DOCUMENT_WORKING_PATH` | Path to a copy of the original that consumption will work on |
+| `TASK_ID`               | UUID of the task used to process the new document (if any)   |
 
 !!! note
 
@@ -134,6 +136,11 @@ script can access the following relevant environment variables set:
     be triggered, leading to failures as two tasks work on the
     same document path
 
+!!! warning
+
+    If your script modifies `DOCUMENT_WORKING_PATH` in a non-deterministic
+    way, this may allow duplicate documents to be stored
+
 A simple but common example for this would be creating a simple script
 like this:
 
@@ -168,21 +175,22 @@ Executed after the consumer has successfully processed a document and
 has moved it into paperless. It receives the following environment
 variables:
 
-| Environment Variable         | Description                                   |
-| ---------------------------- | --------------------------------------------- |
-| `DOCUMENT_ID`                | Database primary key of the document          |
-| `DOCUMENT_FILE_NAME`         | Formatted filename, not including paths       |
-| `DOCUMENT_CREATED`           | Date & time when document created             |
-| `DOCUMENT_MODIFIED`          | Date & time when document was last modified   |
-| `DOCUMENT_ADDED`             | Date & time when document was added           |
-| `DOCUMENT_SOURCE_PATH`       | Path to the original document file            |
-| `DOCUMENT_ARCHIVE_PATH`      | Path to the generate archive file (if any)    |
-| `DOCUMENT_THUMBNAIL_PATH`    | Path to the generated thumbnail               |
-| `DOCUMENT_DOWNLOAD_URL`      | URL for document download                     |
-| `DOCUMENT_THUMBNAIL_URL`     | URL for the document thumbnail                |
-| `DOCUMENT_CORRESPONDENT`     | Assigned correspondent (if any)               |
-| `DOCUMENT_TAGS`              | Comma separated list of tags applied (if any) |
-| `DOCUMENT_ORIGINAL_FILENAME` | Filename of original document                 |
+| Environment Variable         | Description                                    |
+| ---------------------------- | ---------------------------------------------- |
+| `DOCUMENT_ID`                | Database primary key of the document           |
+| `DOCUMENT_FILE_NAME`         | Formatted filename, not including paths        |
+| `DOCUMENT_CREATED`           | Date & time when document created              |
+| `DOCUMENT_MODIFIED`          | Date & time when document was last modified    |
+| `DOCUMENT_ADDED`             | Date & time when document was added            |
+| `DOCUMENT_SOURCE_PATH`       | Path to the original document file             |
+| `DOCUMENT_ARCHIVE_PATH`      | Path to the generate archive file (if any)     |
+| `DOCUMENT_THUMBNAIL_PATH`    | Path to the generated thumbnail                |
+| `DOCUMENT_DOWNLOAD_URL`      | URL for document download                      |
+| `DOCUMENT_THUMBNAIL_URL`     | URL for the document thumbnail                 |
+| `DOCUMENT_CORRESPONDENT`     | Assigned correspondent (if any)                |
+| `DOCUMENT_TAGS`              | Comma separated list of tags applied (if any)  |
+| `DOCUMENT_ORIGINAL_FILENAME` | Filename of original document                  |
+| `TASK_ID`                    | Task UUID used to import the document (if any) |
 
 The script can be in any language, A simple shell script example:
 
@@ -233,8 +241,8 @@ webserver:
 
 Troubleshooting:
 
-- Monitor the docker-compose log
-  `cd ~/paperless-ngx; docker-compose logs -f`
+- Monitor the Docker Compose log
+  `cd ~/paperless-ngx; docker compose logs -f`
 - Check your script's permission e.g. in case of permission error
   `sudo chmod 755 post-consumption-example.sh`
 - Pipe your scripts's output to a log file e.g.
@@ -248,7 +256,8 @@ document. You will end up getting files like `0000123.pdf` in your media
 directory. This isn't necessarily a bad thing, because you normally
 don't have to access these files manually. However, if you wish to name
 your files differently, you can do that by adjusting the
-`PAPERLESS_FILENAME_FORMAT` configuration option. Paperless adds the
+[`PAPERLESS_FILENAME_FORMAT`](configuration.md#PAPERLESS_FILENAME_FORMAT) configuration option
+or using [storage paths (see below)](#storage-paths). Paperless adds the
 correct file extension e.g. `.pdf`, `.jpg` automatically.
 
 This variable allows you to configure the filename (folders are allowed)
@@ -281,6 +290,15 @@ will create a directory structure as follows:
     paperless will report your files as missing and won't be able to find
     them.
 
+!!! tip
+
+    Paperless checks the filename of a document whenever it is saved. Changing (or deleting)
+    a [storage path](#storage-paths) will automatically be reflected in the file system. However,
+    when changing `PAPERLESS_FILENAME_FORMAT` you will need to manually run the
+    [`document renamer`](administration.md#renamer) to move any existing documents.
+
+#### Placeholders
+
 Paperless provides the following placeholders within filenames:
 
 - `{asn}`: The archive serial number of the document, or "none".
@@ -313,6 +331,12 @@ Paperless provides the following placeholders within filenames:
 - `{original_name}`: Document original filename, minus the extension, if any, or "none"
 - `{doc_pk}`: The paperless identifier (primary key) for the document.
 
+!!! warning
+
+    When using file name placeholders, in particular when using `{tag_list}`,
+    you may run into the limits of your operating system's maximum path lengths.
+    In that case, files will retain the previous path instead and the issue logged.
+
 Paperless will try to conserve the information from your database as
 much as possible. However, some characters that you can use in document
 titles and correspondent names (such as `: \ /` and a couple more) are
@@ -323,34 +347,12 @@ paperless will automatically append `_01`, `_02`, etc to the filename.
 This happens if all the placeholders in a filename evaluate to the same
 value.
 
-!!! tip
-
-    You can affect how empty placeholders are treated by changing the
-    following setting to `true`.
-
-    ```
-    PAPERLESS_FILENAME_FORMAT_REMOVE_NONE=True
-    ```
-
-    Doing this results in all empty placeholders resolving to "" instead
-    of "none" as stated above. Spaces before empty placeholders are
-    removed as well, empty directories are omitted.
-
-!!! tip
-
-    Paperless checks the filename of a document whenever it is saved.
-    Therefore, you need to update the filenames of your documents and move
-    them after altering this setting by invoking the
-    [`document renamer`](/administration#renamer).
-
-!!! warning
-
-    Make absolutely sure you get the spelling of the placeholders right, or
-    else paperless will use the default naming scheme instead.
+If there are any errors in the placeholders included in `PAPERLESS_FILENAME_FORMAT`,
+paperless will fall back to using the default naming scheme instead.
 
 !!! caution
 
-    As of now, you could totally tell paperless to store your files anywhere
+    As of now, you could potentially tell paperless to store your files anywhere
     outside the media directory by setting
 
     ```
@@ -358,28 +360,25 @@ value.
     ```
 
     However, keep in mind that inside docker, if files get stored outside of
-    the predefined volumes, they will be lost after a restart of paperless.
+    the predefined volumes, they will be lost after a restart.
 
-!!! warning
+##### Empty placeholders
 
-    When file naming handling, in particular when using `{tag_list}`,
-    you may run into the limits of your operating system's maximum
-    path lengths.  Files will retain the previous path instead and
-    the issue logged.
+You can affect how empty placeholders are treated by changing the
+[`PAPERLESS_FILENAME_FORMAT_REMOVE_NONE`](configuration.md#PAPERLESS_FILENAME_FORMAT_REMOVE_NONE) setting.
 
-## Storage paths
+Enabling this results in all empty placeholders resolving to "" instead of "none" as stated above. Spaces
+before empty placeholders are removed as well, empty directories are omitted.
 
-One of the best things in Paperless is that you can not only access the
-documents via the web interface, but also via the file system.
+### Storage paths
 
-When a single storage layout is not sufficient for your use case,
-storage paths come to the rescue. Storage paths allow you to configure
-more precisely where each document is stored in the file system.
+When a single storage layout is not sufficient for your use case, storage paths allow for more complex
+structure to set precisely where each document is stored in the file system.
 
-- Each storage path is a `PAPERLESS_FILENAME_FORMAT` and
+- Each storage path is a [`PAPERLESS_FILENAME_FORMAT`](configuration.md#PAPERLESS_FILENAME_FORMAT) and
   follows the rules described above
-- Each document is assigned a storage path using the matching
-  algorithms described above, but can be overwritten at any time
+- Each document is assigned a storage path using the matching algorithms described above, but can be
+  overwritten at any time
 
 For example, you could define the following two storage paths:
 
@@ -416,7 +415,7 @@ Insurances/                             # Insurances
 !!! tip
 
     Defining a storage path is optional. If no storage path is defined for a
-    document, the global `PAPERLESS_FILENAME_FORMAT` is applied.
+    document, the global [`PAPERLESS_FILENAME_FORMAT`](configuration.md#PAPERLESS_FILENAME_FORMAT) is applied.
 
 ## Celery Monitoring {#celery-monitoring}
 
@@ -426,8 +425,10 @@ to view more detailed information about the health of the celery workers
 used for asynchronous tasks. This includes details on currently running,
 queued and completed tasks, timing and more. Flower can also be used
 with Prometheus, as it exports metrics. For details on its capabilities,
-refer to the Flower documentation.
+refer to the [Flower](https://flower.readthedocs.io/en/latest/index.html)
+documentation.
 
+Flower can be enabled with the setting [PAPERLESS_ENABLE_FLOWER](configuration.md#PAPERLESS_ENABLE_FLOWER).
 To configure Flower further, create a `flowerconfig.py` and
 place it into the `src/paperless` directory. For a Docker
 installation, you can use volumes to accomplish this:
@@ -436,6 +437,8 @@ installation, you can use volumes to accomplish this:
 services:
   # ...
   webserver:
+    environment:
+      - PAPERLESS_ENABLE_FLOWER
     ports:
       - 5555:5555 # (2)!
     # ...
@@ -444,7 +447,7 @@ services:
 ```
 
 1. Note the `:ro` tag means the file will be mounted as read only.
-2. `flower` runs by default on port 5555, but this can be configured
+2. By default, Flower runs on port 5555, but this can be configured.
 
 ## Custom Container Initialization
 
@@ -505,9 +508,21 @@ existing tables) with:
     an older system may fix issues that can arise while setting up Paperless-ngx but
     `utf8mb3` can cause issues with consumption (where `utf8mb4` does not).
 
+### Missing timezones
+
+MySQL as well as MariaDB do not have any timezone information by default (though some
+docker images such as the official MariaDB image take care of this for you) which will
+cause unexpected behavior with date-based queries.
+
+To fix this, execute one of the following commands:
+
+MySQL: `mysql_tzinfo_to_sql /usr/share/zoneinfo | mysql -u root mysql -p`
+
+MariaDB: `mariadb-tzinfo-to-sql /usr/share/zoneinfo | mariadb -u root mysql -p`
+
 ## Barcodes {#barcodes}
 
-Paperless is able to utilize barcodes for automatically preforming some tasks.
+Paperless is able to utilize barcodes for automatically performing some tasks.
 
 At this time, the library utilized for detection of barcodes supports the following types:
 
@@ -525,7 +540,7 @@ At this time, the library utilized for detection of barcodes supports the follow
 You may check for updates on the [zbar library homepage](https://github.com/mchehab/zbar).
 For usage in Paperless, the type of barcode does not matter, only the contents of it.
 
-For how to enable barcode usage, see [the configuration](/configuration#barcodes).
+For how to enable barcode usage, see [the configuration](configuration.md#barcodes).
 The two settings may be enabled independently, but do have interactions as explained
 below.
 
@@ -545,13 +560,21 @@ barcode is located. However, differing from the splitting, the page with the
 barcode _will_ be retained. This allows application of a barcode to any page, including
 one which holds data to keep in the document.
 
+### Tag Assignment
+
+When enabled, Paperless will parse barcodes and attempt to interpret and assign tags.
+
+See the relevant settings [`PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE`](configuration.md#PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE)
+and [`PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING`](configuration.md#PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING)
+for more information.
+
 ## Automatic collation of double-sided documents {#collate}
 
 !!! note
 
     If your scanner supports double-sided scanning natively, you do not need this feature.
 
-This feature is turned off by default, see [configuration](/configuration#collate) on how to turn it on.
+This feature is turned off by default, see [configuration](configuration.md#collate) on how to turn it on.
 
 ### Summary
 
@@ -563,7 +586,7 @@ collating two separate scans into one document, reordering the pages as necessar
 
 Suppose you have a double-sided document with 6 pages (3 sheets of paper). First,
 put the stack into your ADF as normal, ensuring that page 1 is scanned first. Your ADF
-will now scan pages 1, 3, and 5. Then you (or your the scanner, if it supports it) upload
+will now scan pages 1, 3, and 5. Then you (or your scanner, if it supports it) upload
 the scan into the correct sub-directory of the consume folder (`double-sided` by default;
 keep in mind that Paperless will _not_ automatically create the directory for you.)
 Paperless will then process the scan and move it into an internal staging area.
@@ -591,7 +614,7 @@ 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#polling), make sure that
+the directory; and if you're using [polling](configuration.md#polling), make sure that
 `CONSUMER_POLLING` is set to a value lower than it takes for the second scan to appear,
 like 5-10 or even lower.
 
@@ -603,9 +626,9 @@ scan a completely new "odd numbered pages" one. The old staging file will get di
 
 ### Interaction with "subdirs as tags"
 
-The collation feature can be used together with the [subdirs as tags](/configuration#consume_config)
+The collation feature can be used together with the [subdirs as tags](configuration.md#consume_config)
 feature (but this is not a requirement). Just create a correctly named double-sided subdir
-in the hierachy and upload your scans there. For example, both `double-sided/foo/bar` as
+in the hierarchy and upload your scans there. For example, both `double-sided/foo/bar` as
 well as `foo/bar/double-sided` will cause the collated document to be treated as if it
 were uploaded into `foo/bar` and receive both `foo` and `bar` tags, but not `double-sided`.
 
@@ -616,3 +639,52 @@ single-sided split marker page, the split document(s) will have an empty page at
 whatever else was on the backside of the split marker page.) You can work around that by having
 a split marker page that has the split barcode on _both_ sides. This way, the extra page will
 get automatically removed.
+
+## SSO and third party authentication with Paperless-ngx
+
+Paperless-ngx has a built-in authentication system from Django but you can easily integrate an
+external authentication solution using one of the following methods:
+
+### Remote User authentication
+
+This is a simple option that uses remote user authentication made available by certain SSO
+applications. See the relevant configuration options for more information:
+[PAPERLESS_ENABLE_HTTP_REMOTE_USER](configuration.md#PAPERLESS_ENABLE_HTTP_REMOTE_USER),
+[PAPERLESS_HTTP_REMOTE_USER_HEADER_NAME](configuration.md#PAPERLESS_HTTP_REMOTE_USER_HEADER_NAME)
+and [PAPERLESS_LOGOUT_REDIRECT_URL](configuration.md#PAPERLESS_LOGOUT_REDIRECT_URL)
+
+### OpenID Connect and social authentication
+
+Version 2.5.0 of Paperless-ngx added support for integrating other authentication systems via
+the [django-allauth](https://github.com/pennersr/django-allauth) package. Once set up, users
+can either log in or (optionally) sign up using any third party systems you integrate. See the
+relevant [configuration settings](configuration.md#PAPERLESS_SOCIALACCOUNT_PROVIDERS) and
+[django-allauth docs](https://docs.allauth.org/en/latest/socialaccount/configuration.html)
+for more information.
+
+To associate an existing Paperless-ngx account with a social account, first login with your
+regular credentials and then choose "My Profile" from the user dropdown in the app and you
+will see options to connect social account(s). If enabled, signup options will be available
+on the login page.
+
+As an example, to set up login via Github, the following environment variables would need to be
+set:
+
+```conf
+PAPERLESS_APPS="allauth.socialaccount.providers.github"
+PAPERLESS_SOCIALACCOUNT_PROVIDERS='{"github": {"APPS": [{"provider_id": "github","name": "Github","client_id": "<CLIENT_ID>","secret": "<CLIENT_SECRET>"}]}}'
+```
+
+Or, to use OpenID Connect ("OIDC"), via Keycloak in this example:
+
+```conf
+PAPERLESS_APPS="allauth.socialaccount.providers.openid_connect"
+PAPERLESS_SOCIALACCOUNT_PROVIDERS='
+{"openid_connect": {"APPS": [{"provider_id": "keycloak","name": "Keycloak","client_id": "paperless","secret": "<CLIENT_SECRET>","settings": { "server_url": "https://<KEYCLOAK_SERVER>/realms/<REALM>/.well-known/openid-configuration"}}]}}'
+```
+
+More details about configuration option for various providers can be found in the [allauth documentation](https://docs.allauth.org/en/latest/socialaccount/providers/index.html#provider-specifics).
+
+### Disabling Regular Login
+
+Once external auth is set up, 'regular' login can be disabled with the [PAPERLESS_DISABLE_REGULAR_LOGIN](configuration.md#PAPERLESS_DISABLE_REGULAR_LOGIN) setting.

docs/api.md

@@ -6,19 +6,24 @@ provides a browsable API for most of its endpoints, which you can
 inspect at `http://<paperless-host>:<port>/api/`. This also documents
 most of the available filters and ordering fields.
 
-The API provides 7 main endpoints:
+The API provides the following main endpoints:
 
+- `/api/correspondents/`: Full CRUD support.
+- `/api/custom_fields/`: Full CRUD support.
 - `/api/documents/`: Full CRUD support, except POSTing new documents.
   See below.
-- `/api/correspondents/`: Full CRUD support.
 - `/api/document_types/`: Full CRUD support.
+- `/api/groups/`: Full CRUD support.
 - `/api/logs/`: Read-Only.
-- `/api/tags/`: Full CRUD support.
-- `/api/tasks/`: Read-only.
 - `/api/mail_accounts/`: Full CRUD support.
 - `/api/mail_rules/`: Full CRUD support.
+- `/api/profile/`: GET, PATCH
+- `/api/share_links/`: Full CRUD support.
+- `/api/storage_paths/`: Full CRUD support.
+- `/api/tags/`: Full CRUD support.
+- `/api/tasks/`: Read-only.
 - `/api/users/`: Full CRUD support.
-- `/api/groups/`: Full CRUD support.
+- `/api/workflows/`: Full CRUD support.
 
 All of these endpoints except for the logging endpoint allow you to
 fetch (and edit and delete where appropriate) individual objects by
@@ -47,8 +52,15 @@ fields:
   Read-only.
 - `archived_file_name`: Verbose filename of the archived document.
   Read-only. Null if no archived document is available.
+- `notes`: Array of notes associated with the document.
 - `set_permissions`: Allows setting document permissions. Optional,
   write-only. See [below](#permissions).
+- `custom_fields`: Array of custom fields & values, specified as
+  `{ field: CUSTOM_FIELD_ID, value: VALUE }`
+
+!!! note
+
+    Note that all endpoint URLs must end with a `/`slash.
 
 ## Downloading documents
 
@@ -124,9 +136,15 @@ File metadata is reported as a list of objects in the following form:
 depends on the file type and the metadata available in that specific
 document. Paperless only reports PDF metadata at this point.
 
+## Documents additional endpoints
+
+- `/api/documents/<id>/notes/`: Retrieve notes for a document.
+- `/api/documents/<id>/share_links/`: Retrieve share links for a document.
+- `/api/documents/<id>/history/`: Retrieve history of changes for a document.
+
 ## Authorization
 
-The REST api provides three different forms of authentication.
+The REST api provides four different forms of authentication.
 
 1.  Basic authentication
 
@@ -147,6 +165,10 @@ The REST api provides three different forms of authentication.
 
 3.  Token authentication
 
+    You can create (or re-create) an API token by opening the "My Profile"
+    link in the user dropdown found in the web UI and clicking the circular
+    arrow button.
+
     Paperless also offers an endpoint to acquire authentication tokens.
 
     POST a username and password as a form or json string to
@@ -158,7 +180,13 @@ The REST api provides three different forms of authentication.
     Authorization: Token <token>
     ```
 
-    Tokens can be managed and revoked in the paperless admin.
+    Tokens can also be managed in the Django admin.
+
+4.  Remote User authentication
+
+    If enabled (see
+    [configuration](configuration.md#PAPERLESS_ENABLE_HTTP_REMOTE_USER_API)),
+    you can authenticate against the API using Remote User auth.
 
 ## Searching for documents
 
@@ -167,8 +195,8 @@ specific query parameters cause the API to return full text search
 results:
 
 - `/api/documents/?query=your%20search%20query`: Search for a document
-  using a full text query. For details on the syntax, see [Basic Usage - Searching](/usage#basic-usage_searching).
-- `/api/documents/?more_like=1234`: Search for documents similar to
+  using a full text query. For details on the syntax, see [Basic Usage - Searching](usage.md#basic-usage_searching).
+- `/api/documents/?more_like_id=1234`: Search for documents similar to
   the document with id 1234.
 
 Pagination works exactly the same as it does for normal requests on this
@@ -257,9 +285,12 @@ The endpoint supports the following optional form fields:
 - `correspondent`: Specify the ID of a correspondent that the consumer
   should use for the document.
 - `document_type`: Similar to correspondent.
+- `storage_path`: Similar to correspondent.
 - `tags`: Similar to correspondent. Specify this multiple times to
   have multiple tags added to the document.
 - `archive_serial_number`: An optional archive serial number to set.
+- `custom_fields`: An array of custom field ids to assign (with an empty
+  value) to the document.
 
 The endpoint will immediately return HTTP 200 if the document consumption
 process was started successfully, with the UUID of the consumption task
@@ -272,19 +303,20 @@ consumption including the ID of a created document if consumption succeeded.
 ## Permissions
 
 All objects (documents, tags, etc.) allow setting object-level permissions
-with an optional `set_permissions` parameter which is of the form:
+with optional `owner` and / or a `set_permissions` parameters which are of
+the form:
 
 ```
-{
-  "owner": user_id,
-  "view": {
-      "users": [...],
-      "groups": [...],
-  },
-  "change": {
-      "users": [...],
-      "groups": [...],
-  },
+"owner": ...,
+"set_permissions": {
+    "view": {
+        "users": [...],
+        "groups": [...],
+    },
+    "change": {
+        "users": [...],
+        "groups": [...],
+    },
 }
 ```
 
@@ -292,7 +324,7 @@ with an optional `set_permissions` parameter which is of the form:
 
     Arrays should contain user or group ID numbers.
 
-If this parameter is supplied the object's permissions will be overwritten,
+If these parameters are supplied the object's permissions will be overwritten,
 assuming the authenticated user has permission to do so (the user must be
 the object owner or a superuser).
 
@@ -305,6 +337,77 @@ granted). You can pass the parameter `full_perms=true` to API calls to view the
 full permissions of objects in a format that mirrors the `set_permissions`
 parameter above.
 
+## Bulk Editing
+
+The API supports various bulk-editing operations which are executed asynchronously.
+
+### Documents
+
+For bulk operations on documents, use the endpoint `/api/documents/bulk_edit/` which accepts
+a json payload of the format:
+
+```json
+{
+  "documents": [LIST_OF_DOCUMENT_IDS],
+  "method": METHOD, // see below
+  "parameters": args // see below
+}
+```
+
+The following methods are supported:
+
+- `set_correspondent`
+  - Requires `parameters`: `{ "correspondent": CORRESPONDENT_ID }`
+- `set_document_type`
+  - Requires `parameters`: `{ "document_type": DOCUMENT_TYPE_ID }`
+- `set_storage_path`
+  - Requires `parameters`: `{ "storage_path": STORAGE_PATH_ID }`
+- `add_tag`
+  - Requires `parameters`: `{ "tag": TAG_ID }`
+- `remove_tag`
+  - Requires `parameters`: `{ "tag": TAG_ID }`
+- `modify_tags`
+  - Requires `parameters`: `{ "add_tags": [LIST_OF_TAG_IDS] }` and / or `{ "remove_tags": [LIST_OF_TAG_IDS] }`
+- `delete`
+  - No `parameters` required
+- `redo_ocr`
+  - No `parameters` required
+- `set_permissions`
+  - Requires `parameters`:
+    - `"permissions": PERMISSIONS_OBJ` (see format [above](#permissions)) and / or
+    - `"owner": OWNER_ID or null`
+    - `"merge": true or false` (defaults to false)
+  - The `merge` flag determines if the supplied permissions will overwrite all existing permissions (including
+    removing them) or be merged with existing permissions.
+- `merge`
+  - No additional `parameters` required.
+  - The ordering of the merged document is determined by the list of IDs.
+  - Optional `parameters`:
+    - `"metadata_document_id": DOC_ID` apply metadata (tags, correspondent, etc.) from this document to the merged document.
+- `split`
+  - Requires `parameters`:
+    - `"pages": [..]` The list should be a list of pages and/or a ranges, separated by commas e.g. `"[1,2-3,4,5-7]"`
+  - The split operation only accepts a single document.
+- `rotate`
+  - Requires `parameters`:
+    - `"degrees": DEGREES`. Must be an integer i.e. 90, 180, 270
+
+### Objects
+
+Bulk editing for objects (tags, document types etc.) currently supports set permissions or delete
+operations, using the endpoint: `/api/bulk_edit_objects/`, which requires a json payload of the format:
+
+```json
+{
+  "objects": [LIST_OF_OBJECT_IDS],
+  "object_type": "tags", "correspondents", "document_types" or "storage_paths",
+  "operation": "set_permissions" or "delete",
+  "owner": OWNER_ID, // optional
+  "permissions": { "view": { "users": [] ... }, "change": { ... } }, // (see 'set_permissions' format above)
+  "merge": true / false // defaults to false, see above
+}
+```
+
 ## API Versioning
 
 The REST API is versioned since Paperless-ngx 1.3.0.
@@ -361,3 +464,13 @@ Initial API version.
   color to use for a specific tag, which is either black or white
   depending on the brightness of `Tag.color`.
 - Removed field `Tag.colour`.
+
+#### Version 3
+
+- Permissions endpoints have been added.
+- The format of the `/api/ui_settings/` has changed.
+
+#### Version 4
+
+- Consumption templates were refactored to workflows and API endpoints
+  changed as such.

docs/assets/extra.css

@@ -20,6 +20,28 @@
         margin-left: 4%;
         float: left;
     }
+
+    .grid-flipped-left {
+        width: 66%;
+        float: left;
+    }
+
+    .grid-flipped-right {
+        width: 29%;
+        margin-left: 4%;
+        float: left;
+    }
+
+    .grid-half-left {
+        width: 48%;
+        float: left;
+    }
+
+    .grid-half-right {
+        width: 48%;
+        margin-left: 4%;
+        float: left;
+    }
 }
 
 .grid-left > p {
@@ -31,6 +53,48 @@
     margin: 0;
 }
 
+.clear {
+    clear: both;
+    margin-bottom: 20px;
+    display: block;
+}
+
 .index-callout {
     margin-right: .5rem;
 }
+
+/* make code in headers not bold */
+h4 code {
+    font-weight: normal;
+}
+
+/* Hide config vars from sidebar, toc and move the border on mobile case their hidden */
+.md-nav.md-nav--secondary .md-nav__item .md-nav__link[href*="PAPERLESS_"],
+.md-nav.md-nav--secondary .md-nav__item .md-nav__link[href*="USERMAP_"] {
+    display: none;
+}
+
+@media screen and (max-width: 76.1875em) {
+    .md-nav--primary .md-nav__item {
+        border-top: none;
+    }
+
+    .md-nav--primary .md-nav__link {
+        border-top: .05rem solid var(--md-default-fg-color--lightest);
+    }
+}
+
+/* Show search shortcut key */
+[data-md-toggle="search"]:not(:checked) ~ .md-header .md-search__form::after {
+    position: absolute;
+    top: .3rem;
+    right: .3rem;
+    display: block;
+    padding: .1rem .4rem;
+    color: var(--md-default-fg-color--lighter);
+    font-weight: bold;
+    font-size: .8rem;
+    border: .05rem solid var(--md-default-fg-color--lighter);
+    border-radius: .1rem;
+    content: "/";
+  }

docs/development.md

@@ -9,7 +9,7 @@ following way:
 - `main` always represents the latest release and will only see
   changes when a new release is made.
 - `dev` contains the code that will be in the next release.
-- `feature-X` contain bigger changes that will be in some release, but
+- `feature-X` contains bigger changes that will be in some release, but
   not necessarily the next one.
 
 When making functional changes to Paperless-ngx, _always_ make your changes
@@ -61,7 +61,7 @@ first-time setup.
       Every command is executed directly from the root folder of the project unless specified otherwise.
 
 1.  Install prerequisites + pipenv as mentioned in
-    [Bare metal route](/setup#bare_metal).
+    [Bare metal route](setup.md#bare_metal).
 
 2.  Copy `paperless.conf.example` to `paperless.conf` and enable debug
     mode within the file via `PAPERLESS_DEBUG=true`.
@@ -277,27 +277,17 @@ Adding new languages requires adding the translated files in the
     }
     ```
 
-2.  Add the language to the available options in
+2.  Add the language to the `LANGUAGE_OPTIONS` array in
     `src-ui/src/app/services/settings.service.ts`:
 
-    ```typescript
-    getLanguageOptions(): LanguageOption[] {
-        return [
-            {code: "en-us", name: $localize`English (US)`, englishName: "English (US)", dateInputFormat: "mm/dd/yyyy"},
-            {code: "en-gb", name: $localize`English (GB)`, englishName: "English (GB)", dateInputFormat: "dd/mm/yyyy"},
-            {code: "de", name: $localize`German`, englishName: "German", dateInputFormat: "dd.mm.yyyy"},
-            {code: "nl", name: $localize`Dutch`, englishName: "Dutch", dateInputFormat: "dd-mm-yyyy"},
-            {code: "fr", name: $localize`French`, englishName: "French", dateInputFormat: "dd/mm/yyyy"},
-            {code: "pt-br", name: $localize`Portuguese (Brazil)`, englishName: "Portuguese (Brazil)", dateInputFormat: "dd/mm/yyyy"}
-            // Add your new language here
-        ]
-    }
     ```
 
     `dateInputFormat` is a special string that defines the behavior of
     the date input fields and absolutely needs to contain "dd", "mm"
     and "yyyy".
 
+    ```
+
 3.  Import and register the Angular data for this locale in
     `src-ui/src/app/app.module.ts`:
 

docs/faq.md

@@ -12,7 +12,7 @@ open to collaboration in the form of PRs, ideas etc.
 
 ## _I'm using docker. Where are my documents?_
 
-**A:** Your documents are stored inside the docker volume
+**A:** By default, your documents are stored inside the docker volume
 `paperless_media`. Docker manages this volume automatically for you. It
 is a persistent storage and will persist as long as you don't
 explicitly delete it. The actual location depends on your host operating
@@ -46,8 +46,8 @@ elsewhere. Here are a couple notes about that.
 - By default, paperless uses the internal ID of each document as its
   filename. This might not be very convenient for export. However, you
   can adjust the way files are stored in paperless by
-  [configuring the filename format](/advanced_usage#file-name-handling).
-- [The exporter](/administration#exporter) is
+  [configuring the filename format](advanced_usage.md#file-name-handling).
+- [The exporter](administration.md#exporter) is
   another easy way to get your files out of paperless with reasonable
   file names.
 
@@ -78,20 +78,27 @@ has to do much less work to serve the data.
 !!! note
 
     You can adjust some of the settings so that paperless uses less
-    processing power. See [setup](/setup#less-powerful-devices) for details.
+    processing power. See [setup](setup.md#less-powerful-devices) for details.
 
 ## _How do I install paperless-ngx on Raspberry Pi?_
 
-**A:** Docker images are available for armv7 and arm64 hardware, so just
-follow the [docker-compose instructions](https://docs.paperless-ngx.com/setup/#installation). Apart from more required disk
+**A:** Docker images are available for arm64 hardware, so just
+follow the [Docker Compose instructions](https://docs.paperless-ngx.com/setup/#installation). Apart from more required disk
 space compared to a bare metal installation, docker comes with close to
 zero overhead, even on Raspberry Pi.
 
-If you decide to got with the bare metal route, be aware that some of
+If you decide to go with the bare metal route, be aware that some of
 the python requirements do not have precompiled packages for ARM /
 ARM64. Installation of these will require additional development
 libraries and compilation will take a long time.
 
+!!! note
+
+    For ARMv7 (32-bit) systems, paperless may still function, but it could require
+    modifications to the Dockerfile (if using Docker) or additional
+    tools for installing bare metal.  It is suggested to upgrade to arm64
+    instead.
+
 ## _How do I run this on Unraid?_
 
 **A:** Paperless-ngx is available as [community
@@ -103,10 +110,7 @@ Fahrer](https://github.com/Tooa) created a container template for that.
 **A:** I honestly don't know! As for all other devices that might be
 able to run paperless, you're a bit on your own. If you can't run the
 docker image, the documentation has instructions for bare metal
-installs. I'm running paperless on an i3 processor from 2015 or so.
-This is also what I use to test new releases with. Apart from that, I
-also have a Raspberry Pi, which I occasionally build the image on and
-see if it works.
+installs.
 
 ## _How do I proxy this with NGINX?_
 

docs/index.md

@@ -5,9 +5,16 @@
 **Paperless-ngx** is a _community-supported_ open-source document management system that transforms your
 physical documents into a searchable online archive so you can keep, well, _less paper_.
 
-[Get started](/setup){ .md-button .md-button--primary .index-callout }
+[Get started](setup.md){ .md-button .md-button--primary .index-callout }
 [Demo](https://demo.paperless-ngx.com){ .md-button .md-button--secondary target=\_blank }
 
+<div style="display: flex; justify-content: end; margin-top: -1.5rem;">
+  <a href="https://m.do.co/c/8d70b916d462" target="_blank">
+    <img src="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/PoweredByDO/DO_Powered_by_Badge_white.svg#only-dark" class="no-lightbox" width="150px">
+    <img src="https://opensource.nyc3.cdn.digitaloceanspaces.com/attribution/assets/PoweredByDO/DO_Powered_by_Badge_black.svg#only-light" class="no-lightbox" width="150px">
+  </a>
+</div>
+
 </div>
 <div class="grid-right" markdown>
 ![image](assets/screenshots/documents-smallcards.png#only-light){.index-screenshot}
@@ -15,103 +22,162 @@ physical documents into a searchable online archive so you can keep, well, _less
 </div>
 <div class="clear"></div>
 
-## Why This Exists
+## Features
 
-Paper is a nightmare. Environmental issues aside, there's no excuse for
-it in the 21st century. It takes up space, collects dust, doesn't
-support any form of a search feature, indexing is tedious, it's heavy
-and prone to damage & loss.
+-   **Organize and index** your scanned documents with tags, correspondents, types, and more.
+-   _Your_ data is stored locally on _your_ server and is never transmitted or shared in any way.
+-   Performs **OCR** on your documents, adding searchable and selectable text, even to documents scanned with only images.
+-   Utilizes the open-source Tesseract engine to recognize more than 100 languages.
+-   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.
+-   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:
+    -   Customizable dashboard with statistics.
+    -   Filtering by tags, correspondents, types, and more.
+    -   Bulk editing of tags, correspondents, types and more.
+    -   Drag-and-drop uploading of documents throughout the app.
+    -   Customizable views can be saved and displayed on the dashboard and / or sidebar.
+    -   Support for custom fields of various data types.
+    -   Shareable public links with optional expiration.
+-   **Full text search** helps you find what you need:
+    -   Auto completion suggests relevant words from your documents.
+    -   Results are sorted by relevance to your search query.
+    -   Highlighting shows you which parts of the document matched the query.
+    -   Searching for similar documents ("More like this")
+-   **Email processing**[^1]: import documents from your email accounts:
+    -   Configure multiple accounts and rules for each account.
+    -   After processing, paperless can perform actions on the messages such as marking as read, deleting and more.
+-   A built-in robust **multi-user permissions** system that supports 'global' permissions as well as per document or object.
+-   A powerful workflow system that gives you even more control.
+-   **Optimized** for multi core systems: Paperless-ngx consumes multiple documents in parallel.
+-   The integrated sanity checker makes sure that your document archive is in good health.
 
-This software is designed to make "going paperless" easier. No more worrying
-about finding stuff again, feed documents right from the post box into
-the scanner and then shred them. Perhaps you might find it useful too.
+[^1]: Office document and email consumption support is optional and provided by Apache Tika (see [configuration](https://docs.paperless-ngx.com/configuration/#tika))
 
 ## Paperless, a history
 
-Paperless is a simple Django application running in two parts: a
-_Consumer_ (the thing that does the indexing) and the _Web server_ (the
-part that lets you search & download already-indexed documents). If you
-want to learn more about its functions keep on reading after the
-installation section.
+Paperless-ngx is the official successor to the original [Paperless](https://github.com/the-paperless-project/paperless) & [Paperless-ng](https://github.com/jonaswinkler/paperless-ng) projects and is designed to distribute the responsibility of advancing and supporting the project among a team of people. [Consider joining us!](https://github.com/paperless-ngx/paperless-ngx#community-support)
 
-Paperless-ngx is a document management system that transforms your
-physical documents into a searchable online archive so you can keep,
-well, _less paper_.
-
-Paperless-ngx forked from paperless-ng to continue the great work and
-distribute responsibility of supporting and advancing the project among
-a team of people.
-
-NG stands for both Angular (the framework used for the Frontend) and
-next-gen. Publishing this project under a different name also avoids
-confusion between paperless and paperless-ngx.
-
-If you want to learn about what's different in paperless-ngx from
-Paperless, check out these resources in the documentation:
-
-- [Some screenshots](#screenshots) of the new UI are available.
-- Read [this section](/advanced_usage#automatic-matching) if you want to learn about how paperless automates all
-  tagging using machine learning.
-- Paperless now comes with a [proper email consumer](/usage#usage-email) that's fully tested and production ready.
-- Paperless creates searchable PDF/A documents from whatever you put into the consumption directory. This means
-  that you can select text in image-only documents coming from your scanner.
-- See [this note](/administration#encryption) about GnuPG encryption in paperless-ngx.
-- Paperless is now integrated with a
-  [task processing queue](/setup#task_processor) that tells you at a glance when and why something is not working.
-- The [changelog](/changelog) contains a detailed list of all changes in paperless-ngx.
+Further discussion of the transition between these projects can be found at
+[ng#1599](https://github.com/jonaswinkler/paperless-ng/issues/1599) and [ng#1632](https://github.com/jonaswinkler/paperless-ng/issues/1632).
 
 ## Screenshots
 
-This is what Paperless-ngx looks like.
+Paperless-ngx aims to be as nice to use as it is useful. Check out some screenshots below.
 
-The dashboard shows customizable views on your document and allows
-document uploads:
+<div class="grid-flipped-left" markdown>
+  ![image](assets/screenshots/dashboard.png)
+</div>
+<div class="grid-flipped-right" markdown>
+  The dashboard shows saved views which can be sorted. Documents can be uploaded with the button or dropped anywhere in the application.
+</div>
+<div class="clear"></div>
 
-[![image](assets/screenshots/dashboard.png)](assets/screenshots/dashboard.png)
+The document list provides three different styles to browse your documents.
 
-The document list provides three different styles to scroll through your
-documents:
+![image](assets/screenshots/documents-table.png){: style="width:32%"}
+![image](assets/screenshots/documents-smallcards.png){: style="width:32%"}
+![image](assets/screenshots/documents-largecards.png){: style="width:32%"}
 
-[![image](assets/screenshots/documents-table.png)](assets/screenshots/documents-table.png)
+<div class="clear"></div>
 
-[![image](assets/screenshots/documents-smallcards.png)](assets/screenshots/documents-smallcards.png)
+<div class="grid-left" markdown>
+  Use the 'slim' sidebar to focus on your docs and minimize the UI.
+</div>
+<div class="grid-right" markdown>
+  ![image](assets/screenshots/documents-smallcards-slimsidebar.png)
+</div>
+<div class="clear"></div>
 
-[![image](assets/screenshots/documents-largecards.png)](assets/screenshots/documents-largecards.png)
+Of course, Paperless-ngx also supports dark mode:
 
-Paperless-ngx also supports dark mode:
+![image](assets/screenshots/documents-smallcards-dark.png)
 
-[![image](assets/screenshots/documents-smallcards-dark.png)](assets/screenshots/documents-smallcards-dark.png)
+<div class="clear"></div>
 
-Extensive filtering mechanisms:
+<div class="grid-left" markdown>
+  Quickly find documents with extensive filtering mechanisms.
+</div>
+<div class="grid-right" markdown>
+  ![image](assets/screenshots/documents-filter.png)
+</div>
+<div class="clear"></div>
+<div class="grid-left" markdown>
+  And perform bulk edit operations to set tags, correspondents, etc. as well as permissions.
+</div>
+<div class="grid-right" markdown>
+  ![image](assets/screenshots/bulk-edit.png)
+</div>
+<div class="clear"></div>
 
-[![image](assets/screenshots/documents-filter.png)](assets/screenshots/documents-filter.png)
+Side-by-side editing of documents.
 
-Bulk editing of document tags, correspondents, etc.:
+![image](assets/screenshots/editing.png)
 
-[![image](assets/screenshots/bulk-edit.png)](assets/screenshots/bulk-edit.png)
+<div class="grid-left" markdown>
+  Support for custom fields.
 
-Side-by-side editing of documents:
+![image](assets/screenshots/custom_field1.png)
 
-[![image](assets/screenshots/editing.png)](assets/screenshots/editing.png)
+</div>
+<div class="grid-right" markdown>
+  ![image](assets/screenshots/custom_field2.png)
+</div>
+<div class="clear"></div>
 
-Tag editing. This looks about the same for correspondents and document
-types.
+<div class="grid-left" markdown>
+  A robust permissions system with support for 'global' and document / object permissions.
 
-[![image](assets/screenshots/new-tag.png)](assets/screenshots/new-tag.png)
+![image](assets/screenshots/permissions_global.png)
 
-Searching provides auto complete and highlights the results.
+</div>
+<div class="grid-right" markdown>
+  ![image](assets/screenshots/permissions_document.png)
+</div>
+<div class="clear"></div>
 
-[![image](assets/screenshots/search-preview.png)](assets/screenshots/search-preview.png)
+<div class="grid-left" markdown>
+  Searching provides auto complete and highlights the results.
 
-[![image](assets/screenshots/search-results.png)](assets/screenshots/search-results.png)
+![image](assets/screenshots/search-preview.png)
 
-Fancy mail filters!
+</div>
+<div class="grid-right" markdown>
+  ![image](assets/screenshots/search-results.png)
+</div>
+<div class="clear"></div>
 
-[![image](assets/screenshots/mail-rules-edited.png)](assets/screenshots/mail-rules-edited.png)
+Tag, correspondent, document type and storage path editing.
+
+![image](assets/screenshots/new-tag.png){: style="width:21%; float: left"}
+![image](assets/screenshots/new-correspondent.png){: style="width:21%; margin-left: 4%; float: left"}
+![image](assets/screenshots/new-document_type.png){: style="width:21%; margin-left: 4%; float: left"}
+![image](assets/screenshots/new-storage_path.png){: style="width:21%; margin-left: 4%; float: left"}
+
+<div class="clear"></div>
+
+<div class="grid-half-left" markdown>
+  Mail rules support various filters and actions for incoming e-mails.
+
+![image](assets/screenshots/mail-rules-edited.png)
+
+</div>
+<div class="grid-half-right" markdown>
+  Workflows provide finer control over the document pipeline and trigger actions.
+
+![image](assets/screenshots/workflow.png)
+
+</div>
+<div class="clear"></div>
+
+<div class="clear"></div>
 
 Mobile devices are supported.
 
-[![image](assets/screenshots/mobile.png)](assets/screenshots/mobile.png)
+![image](assets/screenshots/mobile1.png){: style="width:32%"}
+![image](assets/screenshots/mobile2.png){: style="width:32%"}
+![image](assets/screenshots/mobile3.png){: style="width:32%"}
 
 ## Support
 
@@ -131,7 +197,7 @@ People interested in continuing the work on paperless-ngx are encouraged to reac
 
 ### Translation
 
-Paperless-ngx is available in many languages that are coordinated on [Crowdin](https://crwd.in/paperless-ngx). If you want to help out by translating paperless-ngx into your language, please head over to https://crwd.in/paperless-ngx, and thank you!
+Paperless-ngx is available in many languages that are coordinated on [Crowdin](https://crwd.in/paperless-ngx). If you want to help out by translating paperless-ngx into your language, please head over to the [Paperless-ngx project at Crowdin](https://crwd.in/paperless-ngx), and thank you!
 
 ## Scanners & Software
 

docs/setup.md

@@ -25,12 +25,16 @@ necessary configuration files, pull the docker image, start paperless
 and create your user account. This script essentially performs all the
 steps described in [Docker setup](#docker_hub) automatically.
 
-1.  Make sure that docker and docker-compose are installed.
+1.  Make sure that Docker and Docker Compose are installed.
+
+    !!! tip
+
+        See the Docker installation instructions at https://docs.docker.com/engine/install/
 
 2.  Download and run the installation script:
 
     ```shell-session
-    $ bash -c "$(curl -L https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/install-paperless-ngx.sh)"
+    $ bash -c "$(curl --location --silent --show-error https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/install-paperless-ngx.sh)"
     ```
 
     !!! note
@@ -62,19 +66,19 @@ steps described in [Docker setup](#docker_hub) automatically.
         For new installations, it is recommended to use PostgreSQL as the
         database backend.
 
-3.  Install [Docker](https://www.docker.com/) and
-    [docker-compose](https://docs.docker.com/compose/install/).
+3.  Install [Docker](https://docs.docker.com/engine/install/) and
+    [Docker Compose](https://docs.docker.com/compose/install/).
 
     !!! warning
 
         If you want to use the included `docker-compose.*.yml` file, you
-        need to have at least Docker version **17.09.0** and docker-compose
-        version **1.17.0**. To check do: `docker-compose -v` or `docker -v`
+        need to have at least Docker version **17.09.0** and Docker Compose
+        version **v2**. To check do: `docker compose version` or `docker -v`
 
         See the [Docker installation guide](https://docs.docker.com/engine/install/) on how to install the current
         version of Docker for your operating system or Linux distribution of
-        choice. To get the latest version of docker-compose, follow the
-        [docker-compose installation guide](https://docs.docker.com/compose/install/linux/) if your package repository
+        choice. To get the latest version of Docker Compose, follow the
+        [Docker Compose installation guide](https://docs.docker.com/compose/install/linux/) if your package repository
         doesn't include it.
 
 4.  Modify `docker-compose.yml` to your preferences. You may want to
@@ -92,7 +96,7 @@ steps described in [Docker setup](#docker_hub) automatically.
     - /home/jonaswinkler/paperless-inbox:/usr/src/paperless/consume
     ```
 
-    Don't change the part after the colon or paperless wont find your
+    Don't change the part after the colon or paperless won't find your
     documents.
 
     You may also need to change the default port that the webserver will
@@ -117,6 +121,10 @@ steps described in [Docker setup](#docker_hub) automatically.
 
     **Rootless**
 
+    !!! warning
+
+        It is currently not possible to run the container rootless if additional languages are specified via `PAPERLESS_OCR_LANGUAGES`.
+
     If you want to run Paperless as a rootless container, you will need
     to do the following in your `docker-compose.yml`:
 
@@ -124,7 +132,7 @@ steps described in [Docker setup](#docker_hub) automatically.
       user in the container. This value (`user_id` below), should be
       the same id that `USERMAP_UID` and `USERMAP_GID` are set to in
       the next step. See `USERMAP_UID` and `USERMAP_GID`
-      [here](/configuration#docker).
+      [here](configuration.md#docker).
 
     Your entry for Paperless should contain something like:
 
@@ -148,12 +156,12 @@ steps described in [Docker setup](#docker_hub) automatically.
     !!! note
 
         You can copy any setting from the file `paperless.conf.example` and
-        paste it here. Have a look at [configuration](/configuration) to see what's available.
+        paste it here. Have a look at [configuration](configuration.md) to see what's available.
 
     !!! note
 
         You can utilize Docker secrets for configuration settings by
-        appending `_FILE` to configuration values. For example `PAPERLESS_DBUSER`
+        appending `_FILE` to configuration values. For example [`PAPERLESS_DBUSER`](configuration.md#PAPERLESS_DBUSER)
         can be set using `PAPERLESS_DBUSER_FILE=/var/run/secrets/password.txt`.
 
     !!! warning
@@ -162,16 +170,16 @@ steps described in [Docker setup](#docker_hub) automatically.
         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`, which will disable inotify. See
-        [here](/configuration#polling).
+        [`PAPERLESS_CONSUMER_POLLING`](configuration.md#PAPERLESS_CONSUMER_POLLING), which will disable inotify. See
+        [here](configuration.md#polling).
 
-6.  Run `docker-compose pull`. This will pull the image.
+6.  Run `docker compose pull`. This will pull the image.
 
 7.  To be able to login, you will need a super user. To create it,
     execute the following command:
 
     ```shell-session
-    $ docker-compose run --rm webserver createsuperuser
+    $ docker compose run --rm webserver createsuperuser
     ```
 
     or using docker exec from within the container:
@@ -183,7 +191,7 @@ steps described in [Docker setup](#docker_hub) automatically.
     This will prompt you to set a username, an optional e-mail address
     and finally a password (at least 8 characters).
 
-8.  Run `docker-compose up -d`. This will create and start the necessary containers.
+8.  Run `docker compose up -d`. This will create and start the necessary containers.
 
 9.  The default `docker-compose.yml` exports the webserver on your local
     port
@@ -209,39 +217,27 @@ steps described in [Docker setup](#docker_hub) automatically.
     root as well.
 
 3.  In the `docker-compose.yml` file, find the line that instructs
-    docker-compose to pull the paperless image from Docker Hub:
+    Docker Compose to pull the paperless image from Docker Hub:
 
     ```yaml
     webserver:
       image: ghcr.io/paperless-ngx/paperless-ngx:latest
     ```
 
-    and replace it with a line that instructs docker-compose to build
+    and replace it with a line that instructs Docker Compose to build
     the image from the current working directory instead:
 
     ```yaml
     webserver:
       build:
         context: .
-        args:
-          QPDF_VERSION: x.y.x
-          PIKEPDF_VERSION: x.y.z
-          PSYCOPG2_VERSION: x.y.z
-          JBIG2ENC_VERSION: 0.29
     ```
 
-    !!! note
-
-        You should match the build argument versions to the version for the
-        release you have checked out. These are pre-built images with
-        certain, more updated software. If you want to build these images
-        your self, that is possible, but beyond the scope of these steps.
-
 4.  Follow steps 3 to 8 of [Docker Setup](#docker_hub). When asked to run
-    `docker-compose pull` to pull the image, do
+    `docker compose pull` to pull the image, do
 
     ```shell-session
-    $ docker-compose build
+    $ docker compose build
     ```
 
     instead to build the image.
@@ -255,7 +251,7 @@ supported.
 
 1.  Install dependencies. Paperless requires the following packages.
 
-    - `python3` 3.8, 3.9
+    - `python3` - 3.9 - 3.11 are supported
     - `python3-pip`
     - `python3-dev`
     - `default-libmysqlclient-dev` for MariaDB
@@ -342,41 +338,41 @@ supported.
     home folder of the user you created before (`/opt/paperless`).
 
     Optional: If you cloned the git repo, you will have to
-    compile the frontend yourself, see [here](/development#front-end-development)
+    compile the frontend yourself, see [here](development.md#front-end-development)
     and use the `build` step, not `serve`.
 
-6.  Configure paperless. See [configuration](/configuration) for details.
+6.  Configure paperless. See [configuration](configuration.md) for details.
     Edit the included `paperless.conf` and adjust the settings to your
     needs. Required settings for getting
     paperless running are:
 
-    - `PAPERLESS_REDIS` should point to your redis server, such as
+    - [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS) should point to your redis server, such as
       <redis://localhost:6379>.
-    - `PAPERLESS_DBENGINE` optional, and should be one of `postgres`,
+    - [`PAPERLESS_DBENGINE`](configuration.md#PAPERLESS_DBENGINE) optional, and should be one of `postgres`,
       `mariadb`, or `sqlite`
-    - `PAPERLESS_DBHOST` should be the hostname on which your
+    - [`PAPERLESS_DBHOST`](configuration.md#PAPERLESS_DBHOST) should be the hostname on which your
       PostgreSQL server is running. Do not configure this to use
       SQLite instead. Also configure port, database name, user and
       password as necessary.
-    - `PAPERLESS_CONSUMPTION_DIR` should point to a folder which
+    - [`PAPERLESS_CONSUMPTION_DIR`](configuration.md#PAPERLESS_CONSUMPTION_DIR) should point to a folder which
       paperless should watch for documents. You might want to have
-      this somewhere else. Likewise, `PAPERLESS_DATA_DIR` and
-      `PAPERLESS_MEDIA_ROOT` define where paperless stores its data.
+      this somewhere else. Likewise, [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) and
+      [`PAPERLESS_MEDIA_ROOT`](configuration.md#PAPERLESS_MEDIA_ROOT) define where paperless stores its data.
       If you like, you can point both to the same directory.
-    - `PAPERLESS_SECRET_KEY` should be a random sequence of
+    - [`PAPERLESS_SECRET_KEY`](configuration.md#PAPERLESS_SECRET_KEY) should be a random sequence of
       characters. It's used for authentication. Failure to do so
       allows third parties to forge authentication credentials.
-    - `PAPERLESS_URL` if you are behind a reverse proxy. This should
+    - [`PAPERLESS_URL`](configuration.md#PAPERLESS_URL) if you are behind a reverse proxy. This should
       point to your domain. Please see
-      [configuration](/configuration) for more
+      [configuration](configuration.md) for more
       information.
 
     Many more adjustments can be made to paperless, especially the OCR
     part. The following options are recommended for everyone:
 
-    - Set `PAPERLESS_OCR_LANGUAGE` to the language most of your
+    - Set [`PAPERLESS_OCR_LANGUAGE`](configuration.md#PAPERLESS_OCR_LANGUAGE) to the language most of your
       documents are written in.
-    - Set `PAPERLESS_TIME_ZONE` to your local time zone.
+    - Set [`PAPERLESS_TIME_ZONE`](configuration.md#PAPERLESS_TIME_ZONE) to your local time zone.
 
     !!! warning
 
@@ -522,7 +518,7 @@ supported.
     not available for most distributions.
 
 15. Optional: If using the NLTK machine learning processing (see
-    `PAPERLESS_ENABLE_NLTK` in [configuration](/configuration#software_tweaks) for details),
+    [`PAPERLESS_ENABLE_NLTK`](configuration.md#PAPERLESS_ENABLE_NLTK) for details),
     download the NLTK data for the Snowball
     Stemmer, Stopwords and Punkt tokenizer to your
     `PAPERLESS_DATA_DIR/nltk`. Refer to the [NLTK
@@ -553,7 +549,7 @@ to
 image: ghcr.io/paperless-ngx/paperless-ngx:latest
 ```
 
-and then run `docker-compose up -d` which will pull the new image
+and then run `docker compose up -d` which will pull the new image
 recreate the container. That's it!
 
 Users who installed with the bare-metal route should also update their
@@ -571,7 +567,7 @@ your setup depending on 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 [changelog](/changelog) and
+- Read the [changelog](changelog.md) and
   take note of breaking changes.
 - You should decide if you want to stick with SQLite or want to
   migrate your database to PostgreSQL. See [documentation](#sqlite_to_psql)
@@ -582,7 +578,7 @@ installation. The important things to keep in mind are as follows:
 - The task scheduler of paperless, which is used to execute periodic
   tasks such as email checking and maintenance, requires a
   [redis](https://redis.io/) message broker instance. The
-  docker-compose route takes care of that.
+  Docker Compose route takes care of that.
 - The layout of the folder structure for your documents and data
   remains the same, so you can just plug your old docker volumes into
   paperless-ngx and expect it to find everything where it should be.
@@ -593,7 +589,7 @@ Migration to paperless-ngx is then performed in a few simple steps:
 
     ```bash
     $ cd /path/to/current/paperless
-    $ docker-compose down
+    $ docker compose down
     ```
 
 2.  Do a backup for two purposes: If something goes wrong, you still
@@ -601,7 +597,7 @@ Migration to paperless-ngx is then performed in a few simple steps:
     switch back to paperless.
 
 3.  Download the latest release of paperless-ngx. You can either go with
-    the docker-compose files from
+    the Docker Compose files from
     [here](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)
     or clone the repository to build the image yourself (see
     [above](#docker_build)). You can
@@ -631,14 +627,14 @@ Migration to paperless-ngx is then performed in a few simple steps:
     See [Docker setup](#docker_hub) details on
     which edits are advised.
 
-6.  [Update paperless.](/administration#updating)
+6.  [Update paperless.](administration.md#updating)
 
 7.  In order to find your existing documents with the new search
     feature, you need to invoke a one-time operation that will create
     the search index:
 
     ```shell-session
-    $ docker-compose run --rm webserver document_index reindex
+    $ docker compose run --rm webserver document_index reindex
     ```
 
     This will migrate your database and create the search index. After
@@ -647,7 +643,7 @@ Migration to paperless-ngx is then performed in a few simple steps:
 8.  Start paperless-ngx.
 
     ```bash
-    $ docker-compose up -d
+    $ docker compose up -d
     ```
 
     This will run paperless in the background and automatically start it
@@ -670,28 +666,28 @@ commands as well.
 1.  Stop and remove the paperless container
 2.  If using an external database, stop the container
 3.  Update Redis configuration
-    a) If `REDIS_URL` is already set, change it to `PAPERLESS_REDIS`
+    a) If `REDIS_URL` is already set, change it to [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS)
     and continue to step 4.
     b) Otherwise, in the `docker-compose.yml` add a new service for
     Redis, following [the example compose
     files](https://github.com/paperless-ngx/paperless-ngx/tree/main/docker/compose)
-    c) Set the environment variable `PAPERLESS_REDIS` so it points to
+    c) Set the environment variable [`PAPERLESS_REDIS`](configuration.md#PAPERLESS_REDIS) so it points to
     the new Redis container
 4.  Update user mapping
     a) If set, change the environment variable `PUID` to `USERMAP_UID`
     b) If set, change the environment variable `PGID` to `USERMAP_GID`
 5.  Update configuration paths
-    a) Set the environment variable `PAPERLESS_DATA_DIR` to `/config`
+    a) Set the environment variable [`PAPERLESS_DATA_DIR`](configuration.md#PAPERLESS_DATA_DIR) to `/config`
 6.  Update media paths
-    a) Set the environment variable `PAPERLESS_MEDIA_ROOT` to
+    a) Set the environment variable [`PAPERLESS_MEDIA_ROOT`](configuration.md#PAPERLESS_MEDIA_ROOT) to
     `/data/media`
 7.  Update timezone
-    a) Set the environment variable `PAPERLESS_TIME_ZONE` to the same
+    a) Set the environment variable [`PAPERLESS_TIME_ZONE`](configuration.md#PAPERLESS_TIME_ZONE) to the same
     value as `TZ`
 8.  Modify the `image:` to point to
     `ghcr.io/paperless-ngx/paperless-ngx:latest` or a specific version
     if preferred.
-9.  Start the containers as before, using `docker-compose`.
+9.  Start the containers as before, using `docker compose`.
 
 ## Moving data from SQLite to PostgreSQL or MySQL/MariaDB {#sqlite_to_psql}
 
@@ -718,7 +714,7 @@ below use PostgreSQL, but are applicable to MySQL/MariaDB with the
 !!! warning
 
     MySQL is case insensitive by default, treating values like "Name" and
-    "NAME" as identical. See [MySQL caveats](/advanced_usage#mysql-caveats) for details.
+    "NAME" as identical. See [MySQL caveats](advanced_usage.md#mysql-caveats) for details.
 
 !!! warning
 
@@ -739,7 +735,7 @@ below use PostgreSQL, but are applicable to MySQL/MariaDB with the
     file to `docker-compose.yml`. Remember to adjust the consumption
     directory, if necessary.
     b) Without docker, configure the database in your `paperless.conf`
-    file. See [configuration](/configuration) for
+    file. See [configuration](configuration.md) for
     details.
 
 3.  Open a shell and initialize the database:
@@ -749,7 +745,7 @@ below use PostgreSQL, but are applicable to MySQL/MariaDB with the
 
         ``` shell-session
         $ cd /path/to/paperless
-        $ docker-compose run --rm webserver /bin/bash
+        $ docker compose run --rm webserver /bin/bash
         ```
 
         This will launch the container and initialize the PostgreSQL
@@ -802,7 +798,7 @@ Execute this:
 
 ```shell-session
 $ cd /path/to/paperless
-$ docker-compose run --rm webserver migrate documents 0023
+$ docker compose run --rm webserver migrate documents 0023
 ```
 
 Or without docker:
@@ -823,36 +819,36 @@ the Pi and configuring some options in paperless can help improve
 performance immensely:
 
 - Stick with SQLite to save some resources.
-- Consider setting `PAPERLESS_OCR_PAGES` to 1, so that paperless will
+- Consider setting [`PAPERLESS_OCR_PAGES`](configuration.md#PAPERLESS_OCR_PAGES) to 1, so that paperless will
   only OCR the first page of your documents. In most cases, this page
   contains enough information to be able to find it.
-- `PAPERLESS_TASK_WORKERS` and `PAPERLESS_THREADS_PER_WORKER` are
+- [`PAPERLESS_TASK_WORKERS`](configuration.md#PAPERLESS_TASK_WORKERS) and [`PAPERLESS_THREADS_PER_WORKER`](configuration.md#PAPERLESS_THREADS_PER_WORKER) are
   configured to use all cores. The Raspberry Pi models 3 and up have 4
   cores, meaning that paperless will use 2 workers and 2 threads per
   worker. This may result in sluggish response times during
   consumption, so you might want to lower these settings (example: 2
   workers and 1 thread to always have some computing power left for
   other tasks).
-- Keep `PAPERLESS_OCR_MODE` at its default value `skip` and consider
+- Keep [`PAPERLESS_OCR_MODE`](configuration.md#PAPERLESS_OCR_MODE) at its default value `skip` and consider
   OCR'ing your documents before feeding them into paperless. Some
   scanners are able to do this!
-- Set `PAPERLESS_OCR_SKIP_ARCHIVE_FILE` to `with_text` to skip archive
+- Set [`PAPERLESS_OCR_SKIP_ARCHIVE_FILE`](configuration.md#PAPERLESS_OCR_SKIP_ARCHIVE_FILE) to `with_text` to skip archive
   file generation for already ocr'ed documents, or `always` to skip it
   for all documents.
 - If you want to perform OCR on the device, consider using
   `PAPERLESS_OCR_CLEAN=none`. This will speed up OCR times and use
   less memory at the expense of slightly worse OCR results.
-- If using docker, consider setting `PAPERLESS_WEBSERVER_WORKERS` to 1. This will save some memory.
-- Consider setting `PAPERLESS_ENABLE_NLTK` to false, to disable the
+- If using docker, consider setting [`PAPERLESS_WEBSERVER_WORKERS`](configuration.md#PAPERLESS_WEBSERVER_WORKERS) to 1. This will save some memory.
+- Consider setting [`PAPERLESS_ENABLE_NLTK`](configuration.md#PAPERLESS_ENABLE_NLTK) to false, to disable the
   more advanced language processing, which can take more memory and
   processing time.
 
-For details, refer to [configuration](/configuration).
+For details, refer to [configuration](configuration.md).
 
 !!! note
 
     Updating the
-    [automatic matching algorithm](/advanced_usage#automatic-matching) takes quite a bit of time. However, the update mechanism
+    [automatic matching algorithm](advanced_usage.md#automatic-matching) takes quite a bit of time. However, the update mechanism
     checks if your data has changed before doing the heavy lifting. If you
     experience the algorithm taking too much cpu time, consider changing the
     schedule in the admin interface to daily. You can also manually invoke

docs/troubleshooting.md

@@ -6,7 +6,7 @@ Check for the following issues:
 
 - Ensure that the directory you're putting your documents in is the
   folder paperless is watching. With docker, this setting is performed
-  in the `docker-compose.yml` file. Without docker, look at the
+  in the `docker-compose.yml` file. Without Docker, look at the
   `CONSUMPTION_DIR` setting. Don't adjust this setting if you're
   using docker.
 
@@ -46,8 +46,7 @@ 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`, see
-`[here](/configuration#polling).
+option [`PAPERLESS_CONSUMER_POLLING`](configuration.md#PAPERLESS_CONSUMER_POLLING).
 
 This will disable listening to filesystem changes with inotify and
 paperless will manually check the consumption directory for changes
@@ -121,7 +120,7 @@ Gotenberg raises this error.
 
 You can increase the timeout by configuring a command flag for Gotenberg
 (see also [here](https://gotenberg.dev/docs/modules/api#properties)). If
-using docker-compose, this is achieved by the following configuration
+using Docker Compose, this is achieved by the following configuration
 change in the `docker-compose.yml` file:
 
 ```yaml
@@ -139,13 +138,13 @@ command:
 You might encounter errors such as:
 
 ```shell-session
-The following error occured while consuming document.pdf: [Errno 13] Permission denied: '/usr/src/paperless/src/../consume/document.pdf'
+The following error occurred while consuming document.pdf: [Errno 13] Permission denied: '/usr/src/paperless/src/../consume/document.pdf'
 ```
 
 This happens when paperless does not have permission to delete files
 inside the consumption directory. Ensure that `USERMAP_UID` and
 `USERMAP_GID` are set to the user id and group id you use on the host
-operating system, if these are different from `1000`. See [Docker setup](/setup#docker_hub).
+operating system, if these are different from `1000`. See [Docker setup](setup.md#docker_hub).
 
 Also ensure that you are able to read and write to the consumption
 directory on the host.
@@ -265,8 +264,8 @@ 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
 default) to check for documents, try adjusting the
-[inotify configuration](/configuration#inotify). If polling is enabled, try adjusting the
-[polling configuration](/configuration#polling).
+[inotify configuration](configuration.md#inotify). If polling is enabled, try adjusting the
+[polling configuration](configuration.md#polling).
 
 ## Consumer fails waiting for file to remain unmodified.
 
@@ -278,7 +277,7 @@ You might find messages like these in your log files:
 
 This indicates paperless timed out while waiting for the file to be
 completely written to the consume folder. Adjusting
-[polling configuration](/configuration#polling) values should resolve the issue.
+[polling configuration](configuration.md#polling) values should resolve the issue.
 
 !!! note
 
@@ -297,8 +296,8 @@ 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#inotify). If polling is enabled, try adjusting the
-[polling configuration](/configuration#polling).
+[inotify configuration](configuration.md#inotify). If polling is enabled, try adjusting the
+[polling configuration](configuration.md#polling).
 
 !!! note
 
@@ -320,7 +319,7 @@ many workers attempting to access the database simultaneously.
 
 Consider changing to the PostgreSQL database if you will be processing
 many documents at once often. Otherwise, try tweaking the
-`PAPERLESS_DB_TIMEOUT` setting to allow more time for the database to
+[`PAPERLESS_DB_TIMEOUT`](configuration.md#PAPERLESS_DB_TIMEOUT) setting to allow more time for the database to
 unlock. This may have minor performance implications.
 
 ## gunicorn fails to start with "is not a valid port number"
@@ -330,7 +329,7 @@ environment variable named `${serviceName}_PORT`. This is
 the same environment variable which is used by Paperless to optionally
 change the port gunicorn listens on.
 
-To fix this, set `PAPERLESS_PORT` again to your desired port, or the
+To fix this, set [`PAPERLESS_PORT`](configuration.md#PAPERLESS_PORT) again to your desired port, or the
 default of 8000.
 
 ## Database Warns about unique constraint "documents_tag_name_uniq
@@ -353,3 +352,7 @@ This is intentional as the output archive file may differ in unexpected or undes
 ways from the original. As the logs indicate, if you encounter this error you can set
 `PAPERLESS_OCR_USER_ARGS: '{"continue_on_soft_render_error": true}'` to try to 'force'
 processing documents with this issue.
+
+## Platform-Specific Deployment Troubleshooting
+
+A user-maintained wiki page is available to help troubleshoot issues that may arise when trying to deploy Paperless-ngx on specific platforms, for example SELinux. Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Platform%E2%80%90Specific-Troubleshooting).

docs/usage.md

@@ -62,7 +62,7 @@ following operations on your documents:
     paperless to create archived versions for digital documents, you can
     configure that by configuring
     `PAPERLESS_OCR_SKIP_ARCHIVE_FILE=with_text`. Please read the
-    [relevant section in the documentation](/configuration#ocr).
+    [relevant section in the documentation](configuration.md#ocr).
 
 !!! note
 
@@ -103,25 +103,14 @@ Typically, you're looking at an FTP server like
 
 ### Web UI Upload
 
-The dashboard has a file drop field to upload documents to paperless.
-Simply drag a file onto this field or select a file with the file
-dialog. Multiple files are supported.
-
-You can also upload documents on any other page of the web UI by
-dragging-and-dropping files into your browser window.
+The dashboard has a button to upload documents to paperless or you
+can simply drag a file anywhere into the app to initiate the consumption
+process.
 
 ### Mobile upload {#usage-mobile_upload}
 
-The mobile app over at [https://github.com/qcasey/paperless_share](https://github.com/qcasey/paperless_share)
-allows Android users to share any documents with paperless. This can be
-combined with any of the mobile scanning apps out there, such as Office
-Lens.
-
-Furthermore, there is the [Paperless
-App](https://github.com/bauerj/paperless_app) as well, which not only
-has document upload, but also document browsing and download features.
-
-Another option is [Paperless Mobile](https://github.com/astubenbord/paperless-mobile), an Android app that supports document upload, scanning, management of labels and more.
+Please see [the wiki](https://github.com/paperless-ngx/paperless-ngx/wiki/Affiliated-Projects) for a user-maintained list of affiliated projects and
+software (e.g. for mobile devices) that is compatible with Paperless-ngx.
 
 ### IMAP (Email) {#usage-email}
 
@@ -145,9 +134,9 @@ These rules perform the following:
 5.  If documents were consumed from a mail, the rule action is performed
     on that mail.
 
-Paperless will completely ignore mails that do not match your filters.
-It will also only perform the action on mails that it has consumed
-documents from.
+Paperless will check all emails only once and completely ignore messages
+that do not match your filters. It will also only perform the rule action
+on e-mails that it has consumed documents from.
 
 The actions all ensure that the same mail is not consumed twice by
 different means. These are as follows:
@@ -160,7 +149,7 @@ different means. These are as follows:
 - **Flag:** Sets the 'important' flag on mails with consumed
   documents. Paperless will not consume flagged mails.
 - **Move to folder:** Moves consumed mails out of the way so that
-  paperless wont consume them again.
+  paperless won't consume them again.
 - **Add custom Tag:** Adds a custom tag to mails with consumed
   documents (the IMAP standard calls these "keywords"). Paperless
   will not consume mails already tagged. Not all mail servers support
@@ -208,21 +197,21 @@ different means. These are as follows:
     them further.
 
 Paperless is set up to check your mails every 10 minutes. This can be
-configured via `PAPERLESS_EMAIL_TASK_CRON` (see [software tweaks](/configuration#software_tweaks))
+configured via [`PAPERLESS_EMAIL_TASK_CRON`](configuration.md#PAPERLESS_EMAIL_TASK_CRON)
 
 ### REST API
 
-You can also submit a document using the REST API, see [POSTing documents](/api#file-uploads)
+You can also submit a document using the REST API, see [POSTing documents](api.md#file-uploads)
 for details.
 
 ## Permissions
 
-As of version 1.14.0 Paperless-ngx added core support for user / group permissions. Permissions is
-based around 'global' permissions as well as 'object-level' permissions. Global permissions designate
-which parts of the application a user can access (e.g. Documents, Tags, Settings) and object-level
-determine which objects are visible or editable. All objects have an 'owner' and 'view' and 'edit'
-permissions which can be granted to other users or groups. The paperless-ngx permissions system uses
-the built-in user model of the backend framework, Django.
+Permissions in Paperless-ngx are based around ['global' permissions](#global-permissions) as well as
+['object-level' permissions](#object-permissions). Global permissions determine which parts of the
+application a user can access (e.g. Documents, Tags, Settings) and object-level determine which
+objects are visible or editable. All objects have an 'owner' and 'view' and 'edit' permissions which
+can be granted to other users or groups. The paperless-ngx permissions system uses the built-in user
+model of the backend framework, Django.
 
 !!! tip
 
@@ -230,30 +219,265 @@ the built-in user model of the backend framework, Django.
     for a Tag will _not_ affect the permissions of documents that have the Tag.
 
 Permissions can be set using the new "Permissions" tab when editing documents, or bulk-applied
-in the UI by selecting documents and choosing the "Permissions" button. Owner can also optionally
-be set for documents uploaded via the API. Documents consumed via the consumption dir currently
-do not have an owner set.
+in the UI by selecting documents and choosing the "Permissions" button.
 
-!!! note
+### Default permissions
 
-    After migration to version 1.14.0 all existing documents, tags etc. will have no explicit owner
-    set which means they will be visible / editable by all users. Once an object has an owner set,
-    only the owner can explicitly grant / revoke permissions.
+[Workflows](#workflows) provide advanced ways to control permissions.
 
-!!! note
+For objects created via the web UI (tags, doc types, etc.) the default is to set the current user
+as owner and no extra permissions, but you can explicitly set these under Settings > Permissions.
 
-    When first migrating to permissions it is recommended to use a 'superuser' account (which
-    would usually have been setup during installation) to ensure you have full permissions.
-
-    Note that superusers have access to all objects.
+Documents consumed via the consumption directory do not have an owner or additional permissions set by default, but again, can be controlled with [Workflows](#workflows).
 
 ### Users and Groups
 
-Paperless-ngx versions after 1.14.0 allow creating and editing users and groups via the 'frontend' UI.
-These can be found under Settings > Users & Groups, assuming the user has access. If a user is designated
+Paperless-ngx supports editing users and groups via the 'frontend' UI, which can be found under
+Settings > Users & Groups, assuming the user has access. If a user is designated
 as a member of a group those permissions will be inherited and this is reflected in the UI. Explicit
 permissions can be granted to limit access to certain parts of the UI (and corresponding API endpoints).
 
+!!! note
+
+    Superusers can access all parts of the front and backend application as well as any and all objects.
+
+#### Admin Status
+
+Admin status (Django 'staff status') grants access to viewing the paperless logs and the system status dialog
+as well as accessing the Django backend.
+
+#### Detailed Explanation of Global Permissions {#global-permissions}
+
+Global permissions define what areas of the app and API endpoints the user can access. For example, they
+determine if a user can create, edit, delete or view _any_ documents, but individual documents themselves
+still have "object-level" permissions.
+
+| Type          | Details                                                                                                                                                                                             |
+| ------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| AppConfig     | _Change_ or higher permissions grants access to the "Application Configuration" area.                                                                                                               |
+| Correspondent | Grants global permissions to add, edit, delete or view Correspondents.                                                                                                                              |
+| CustomField   | Grants global permissions to add, edit, delete or view Custom Fields.                                                                                                                               |
+| Document      | Grants global permissions to add, edit, delete or view Documents.                                                                                                                                   |
+| DocumentType  | Grants global permissions to add, edit, delete or view Document Types.                                                                                                                              |
+| Group         | Grants global permissions to add, edit, delete or view Groups.                                                                                                                                      |
+| MailAccount   | Grants global permissions to add, edit, delete or view Mail Accounts.                                                                                                                               |
+| MailRule      | Grants global permissions to add, edit, delete or view Mail Rules.                                                                                                                                  |
+| Note          | Grants global permissions to add, edit, delete or view Notes.                                                                                                                                       |
+| PaperlessTask | Grants global permissions to view or dismiss (_Change_) File Tasks.                                                                                                                                 |
+| SavedView     | Grants global permissions to add, edit, delete or view Saved Views.                                                                                                                                 |
+| ShareLink     | Grants global permissions to add, delete or view Share Links.                                                                                                                                       |
+| StoragePath   | Grants global permissions to add, edit, delete or view Storage Paths.                                                                                                                               |
+| Tag           | Grants global permissions to add, edit, delete or view Tags.                                                                                                                                        |
+| UISettings    | Grants global permissions to add, edit, delete or view the UI settings that are used by the web app.<br/>Users expected to access the web UI should usually be granted at least _View_ permissions. |
+| User          | Grants global permissions to add, edit, delete or view Users.                                                                                                                                       |
+| Workflow      | Grants global permissions to add, edit, delete or view Workflows.<br/>Note that Workflows are global, in other words all users who can access workflows have access to the same set of them.        |
+
+#### Detailed Explanation of Object Permissions {#object-permissions}
+
+| Type  | Details                                                                                                                                                                                                                                                                                                                                  |
+| ----- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| Owner | By default objects are only visible and editable by their owner.<br/>Only the object owner can grant permissions to other users or groups.<br/>Additionally, only document owners can create share links and add / remove custom fields.<br/>For backwards compatibility objects can have no owner which makes them visible to any user. |
+| View  | Confers the ability to view (not edit) a document, tag, etc.<br/>Users without 'view' (or higher) permissions will be shown _'Private'_ in place of the object name for example when viewing a document with a tag for which the user doesn't have permissions.                                                                          |
+| Edit  | Confers the ability to edit (and view) a document, tag, etc.                                                                                                                                                                                                                                                                             |
+
+### Password reset
+
+In order to enable the password reset feature you will need to setup an SMTP backend, see
+[`PAPERLESS_EMAIL_HOST`](configuration.md#PAPERLESS_EMAIL_HOST). If your installation does not have
+[`PAPERLESS_URL`](configuration.md#PAPERLESS_URL) set, the reset link included in emails will use the server host.
+
+## Workflows
+
+!!! note
+
+    v2.3 added "Workflows" and existing "Consumption Templates" were converted automatically to the new more powerful format.
+
+Workflows allow hooking into the Paperless-ngx document pipeline, for example to alter what metadata (tags, doc types) and
+permissions (owner, privileges) are assigned to documents. Workflows can have multiple 'triggers' and 'actions'. Triggers
+are events (with optional filtering rules) that will cause the workflow to be run and actions are the set of sequential
+actions to apply.
+
+In general, workflows and any actions they contain are applied sequentially by sort order. For "assignment" actions, subsequent
+workflow actions will override previous assignments, except for assignments that accept multiple items e.g. tags, custom
+fields and permissions, which will be merged.
+
+### Workflow Triggers
+
+Currently, there are three events that correspond to workflow trigger 'types':
+
+1. **Consumption Started**: _before_ a document is consumed, so events can include filters by source (mail, consumption
+   folder or API), file path, file name, mail rule
+2. **Document Added**: _after_ a document is added. At this time, file path and source information is no longer available,
+   but the document content has been extracted and metadata such as document type, tags, etc. have been set, so these can now
+   be used for filtering.
+3. **Document Updated**: when a document is updated. Similar to 'added' events, triggers can include filtering by content matching,
+   tags, doc type, or correspondent.
+
+The following flow diagram illustrates the three trigger types:
+
+```mermaid
+flowchart TD
+    consumption{"Matching
+    'Consumption'
+    trigger(s)"}
+
+    added{"Matching
+    'Added'
+    trigger(s)"}
+
+    updated{"Matching
+    'Updated'
+    trigger(s)"}
+
+    A[New Document] --> consumption
+    consumption --> |Yes| C[Workflow Actions Run]
+    consumption --> |No| D
+    C --> D[Document Added]
+    D -- Paperless-ngx 'matching' of tags, etc. --> added
+    added --> |Yes| F[Workflow Actions Run]
+    added --> |No| G
+    F --> G[Document Finalized]
+    H[Existing Document Changed] --> updated
+    updated --> |Yes| J[Workflow Actions Run]
+    updated --> |No| K
+    J --> K[Document Saved]
+```
+
+#### Filters {#workflow-trigger-filters}
+
+Workflows allow you to filter by:
+
+- Source, e.g. documents uploaded via consume folder, API (& the web UI) and mail fetch
+- File name, including wildcards e.g. \*.pdf will apply to all pdfs
+- File path, including wildcards. Note that enabling `PAPERLESS_CONSUMER_RECURSIVE` would allow, for
+  example, automatically assigning documents to different owners based on the upload directory.
+- Mail rule. Choosing this option will force 'mail fetch' to be the workflow source.
+- Content matching (`Added` and `Updated` triggers only). Filter document content using the matching settings.
+- Tags (`Added` and `Updated` triggers only). Filter for documents with any of the specified tags
+- Document type (`Added` and `Updated` triggers only). Filter documents with this doc type
+- Correspondent (`Added` and `Updated` triggers only). Filter documents with this correspondent
+
+### Workflow Actions
+
+There are currently two types of workflow actions, "Assignment", which can assign:
+
+- Title, see [title placeholders](usage.md#title-placeholders) below
+- Tags, correspondent, document type and storage path
+- Document owner
+- View and / or edit permissions to users or groups
+- Custom fields. Note that no value for the field will be set
+
+and "Removal" actions, which can remove either all of or specific sets of the following:
+
+- Tags, correspondents, document types or storage paths
+- Document owner
+- View and / or edit permissions
+- Custom fields
+
+#### Title placeholders
+
+Workflow titles can include placeholders but the available options differ depending on the type of
+workflow trigger. This is because at the time of consumption (when the title is to be set), no automatic tags etc. have been
+applied. You can use the following placeholders with any trigger type:
+
+- `{correspondent}`: assigned correspondent name
+- `{document_type}`: assigned document type name
+- `{owner_username}`: assigned owner username
+- `{added}`: added datetime
+- `{added_year}`: added year
+- `{added_year_short}`: added year
+- `{added_month}`: added month
+- `{added_month_name}`: added month name
+- `{added_month_name_short}`: added month short name
+- `{added_day}`: added day
+- `{added_time}`: added time in HH:MM format
+- `{original_filename}`: original file name without extension
+
+The following placeholders are only available for "added" or "updated" triggers
+
+- `{created}`: created datetime
+- `{created_year}`: created year
+- `{created_year_short}`: created year
+- `{created_month}`: created month
+- `{created_month_name}`: created month name
+- `{created_month_name_short}`: created month short name
+- `{created_day}`: created day
+- `{created_time}`: created time in HH:MM format
+
+### Workflow permissions
+
+All users who have application permissions for editing workflows can see the same set
+of workflows. In other words, workflows themselves intentionally do not have an owner or permissions.
+
+Given their potentially far-reaching capabilities, you may want to restrict access to workflows.
+
+Upon migration, existing installs will grant access to workflows to users who can add
+documents (and superusers who can always access all parts of the app).
+
+## Custom Fields {#custom-fields}
+
+Paperless-ngx supports the use of custom fields for documents as of v2.0, allowing a user
+to optionally attach data to documents which does not fit in the existing set of fields
+Paperless-ngx provides.
+
+1. First, create a custom field (under "Manage"), with a given name and data type. This could be something like "Invoice Number" or "Date Paid", with a data type of "Number", "Date", "String", etc.
+2. Once created, a field can be used with documents and data stored. To do so, use the "Custom Fields" menu on the document detail page, choose your existing field and click "Add". Once the field is visible in the form you can enter the appropriate
+   data which will be validated according to the custom field "data type".
+3. Fields can be removed by hovering over the field name revealing a "Remove" button.
+
+!!! important
+
+    Added / removed fields, as well as any data is not saved to the document until you
+    actually hit the "Save" button, similar to other changes on the document details page.
+
+!!! note
+
+    Once the data type for a field is set, it cannot be changed.
+
+Multiple fields may be attached to a document but the same field name cannot be assigned multiple times to the a single document.
+
+The following custom field types are supported:
+
+- `Text`: any text
+- `Boolean`: true / false (check / unchecked) field
+- `Date`: date
+- `URL`: a valid url
+- `Integer`: integer number e.g. 12
+- `Number`: float number e.g. 12.3456
+- `Monetary`: [ISO 4217 currency code](https://en.wikipedia.org/wiki/ISO_4217#List_of_ISO_4217_currency_codes) and a number with exactly two decimals, e.g. USD12.30
+- `Document Link`: reference(s) to other document(s) displayed as links, automatically creates a symmetrical link in reverse
+
+## Share Links
+
+Paperless-ngx added the ability to create shareable links to files in version 2.0. You can find the button for this on the document detail screen.
+
+- Share links do not require a user to login and thus link directly to a file.
+- 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.
+
+!!! tip
+
+    If your paperless-ngx instance is behind a reverse-proxy you may want to create an exception to bypass any authentication layers that are part of your setup in order to make links truly publicly-accessible. Of course, do so with caution.
+
+## PDF Actions
+
+Paperless-ngx supports 3 basic editing operations for PDFs (these operations cannot be performed on non-PDF files):
+
+- Merging documents: available when selecting multiple documents for 'bulk editing'
+- Rotating documents: available when selecting multiple documents for 'bulk editing' and from an individual document's details page.
+- Splitting documents: available from an individual document's details page
+
+!!! important
+
+    Note that rotation alters the Paperless-ngx _original_ file, which would, for example, invalidate a digital signature.
+
+## Document History
+
+As of version 2.7, Paperless-ngx automatically records all changes to a document and records this in an audit log. The feature requires [`PAPERLESS_AUDIT_LOG_ENABLED`](configuration.md#PAPERLESS_AUDIT_LOG_ENABLED) be enabled, which it is by default as of version 2.7.
+Changes to documents are visible under the "History" tab. Note that certain changes such as those made by workflows, record the 'actor'
+as "System".
+
 ## Best practices {#basic-searching}
 
 Paperless offers a couple tools that help you organize your document
@@ -462,7 +686,7 @@ Once you have scanned in a document, proceed in paperless as follows.
     paperless will assign them automatically. After consuming a couple
     documents, you can even ask paperless to *learn* when to assign tags and
     correspondents by itself. For details on this feature, see
-    [advanced matching](/advanced_usage#matching).
+    [advanced matching](advanced_usage.md#matching).
 
 ### Task management
 

install-paperless-ngx.sh

@@ -38,7 +38,6 @@ ask_docker_folder() {
 			echo "Invalid folder: $result"
 		fi
 
-
 	done
 }
 
@@ -57,14 +56,9 @@ if ! command -v docker &> /dev/null ; then
 	exit 1
 fi
 
-DOCKER_COMPOSE_CMD="docker-compose"
-if ! command -v ${DOCKER_COMPOSE_CMD} ; then
-	if docker compose version &> /dev/null ; then
-		DOCKER_COMPOSE_CMD="docker compose"
-	else
-		echo "docker-compose executable not found. Is docker-compose installed?"
-		exit 1
-	fi
+if ! docker compose &> /dev/null ; then
+	echo "docker compose plugin not found. Is docker compose installed?"
+	exit 1
 fi
 
 # Check if user has permissions to run Docker by trying to get the status of Docker (docker status).
@@ -77,7 +71,17 @@ if ! docker stats --no-stream &> /dev/null ; then
 	sleep 3
 fi
 
-default_time_zone=$(timedatectl show -p Timezone --value)
+# Added handling for timezone for busybox based linux, not having timedatectl available (i.e. QNAP QTS)
+# if neither timedatectl nor /etc/TZ is succeeding, defaulting to GMT.
+if  command -v timedatectl &> /dev/null ; then
+	default_time_zone=$(timedatectl show -p Timezone --value)
+elif [ -f /etc/TZ ] && [ -f /etc/tzlist ] ; then
+	TZ=$(cat /etc/TZ)
+	default_time_zone=$(grep -B 1 -m 1 "$TZ" /etc/tzlist | head -1 | cut -f 2 -d =)
+else
+	echo "WARN: unable to detect timezone, defaulting to Etc/UTC"
+	default_time_zone="Etc/UTC"
+fi
 
 set -e
 
@@ -321,7 +325,8 @@ fi
 wget "https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docker/compose/docker-compose.$DOCKER_COMPOSE_VERSION.yml" -O docker-compose.yml
 wget "https://raw.githubusercontent.com/paperless-ngx/paperless-ngx/main/docker/compose/.env" -O .env
 
-SECRET_KEY=$(tr --delete --complement 'a-zA-Z0-9' < /dev/urandom 2>/dev/null | head --bytes 64)
+SECRET_KEY=$(LC_ALL=C tr -dc 'a-zA-Z0-9!#$%&()*+,-./:;<=>?@[\]^_`{|}~' < /dev/urandom | dd bs=1 count=64 2>/dev/null)
+
 
 DEFAULT_LANGUAGES=("deu eng fra ita spa")
 
@@ -340,7 +345,7 @@ read -r -a OCR_LANGUAGES_ARRAY <<< "${_split_langs}"
 	fi
 	echo "PAPERLESS_TIME_ZONE=$TIME_ZONE"
 	echo "PAPERLESS_OCR_LANGUAGE=$OCR_LANGUAGE"
-	echo "PAPERLESS_SECRET_KEY=$SECRET_KEY"
+	echo "PAPERLESS_SECRET_KEY='$SECRET_KEY'"
 	if [[ ! ${DEFAULT_LANGUAGES[*]} =~ ${OCR_LANGUAGES_ARRAY[*]} ]] ; then
 		echo "PAPERLESS_OCR_LANGUAGES=${OCR_LANGUAGES_ARRAY[*]}"
 	fi
@@ -382,16 +387,16 @@ if [ "$l1" -eq "$l2" ] ; then
 fi
 
 
-${DOCKER_COMPOSE_CMD} pull
+docker compose pull
 
 if [ "$DATABASE_BACKEND" == "postgres" ] || [ "$DATABASE_BACKEND" == "mariadb" ] ; then
-	echo "Starting DB first for initilzation"
-	${DOCKER_COMPOSE_CMD} up --detach db
+	echo "Starting DB first for initialization"
+	docker compose up --detach db
 	# hopefully enough time for even the slower systems
 	sleep 15
-	${DOCKER_COMPOSE_CMD} stop
+	docker compose stop
 fi
 
-${DOCKER_COMPOSE_CMD} run --rm -e DJANGO_SUPERUSER_PASSWORD="$PASSWORD" webserver createsuperuser --noinput --username "$USERNAME" --email "$EMAIL"
+docker compose run --rm -e DJANGO_SUPERUSER_PASSWORD="$PASSWORD" webserver createsuperuser --noinput --username "$USERNAME" --email "$EMAIL"
 
-${DOCKER_COMPOSE_CMD} up --detach
+docker compose up --detach

mkdocs.yml

@@ -28,6 +28,7 @@ theme:
     repo: fontawesome/brands/github
   favicon: assets/favicon.png
 repo_url: https://github.com/paperless-ngx/paperless-ngx
+repo_name: paperless-ngx/paperless-ngx
 edit_uri: blob/main/docs/
 extra_css:
   - assets/extra.css
@@ -42,6 +43,12 @@ markdown_extensions:
   - pymdownx.superfences
   - pymdownx.inlinehilite
   - pymdownx.snippets
+  - footnotes
+  - pymdownx.superfences:
+      custom_fences:
+        - name: mermaid
+          class: mermaid
+          format: !!python/name:pymdownx.superfences.fence_code_format
 strict: true
 nav:
     - index.md
@@ -64,3 +71,8 @@ extra:
       link: https://hub.docker.com/r/paperlessngx/paperless-ngx
     - icon: material/chat
       link: https://matrix.to/#/#paperless:matrix.org
+plugins:
+  - search
+  - glightbox:
+       skip_classes:
+         - no-lightbox

paperless-ngx.code-workspace

@@ -0,0 +1,36 @@
+{
+	"folders": [
+		{
+			"path": "."
+		},
+		{
+			"path": "./src",
+			"name": "Backend"
+		},
+		{
+			"path": "./src-ui",
+			"name": "Frontend"
+		},
+		{
+			"path": "./.github",
+			"name": "CI/CD"
+		},
+		{
+			"path": "./docs",
+			"name": "Documentation"
+		}
+
+	],
+	"settings": {
+		"files.exclude": {
+			"**/__pycache__": true,
+			"**/.mypy_cache": true,
+			"**/.ruff_cache": true,
+			"**/.pytest_cache": true,
+			"**/.idea": true,
+			"**/.venv": true,
+			"**/.coverage": true,
+			"**/coverage.json": true
+		}
+	}
+}

paperless.conf.example

@@ -68,6 +68,8 @@
 #PAPERLESS_CONSUMER_BARCODE_STRING=PATCHT
 #PAPERLESS_CONSUMER_BARCODE_UPSCALE=0.0
 #PAPERLESS_CONSUMER_BARCODE_DPI=300
+#PAPERLESS_CONSUMER_ENABLE_TAG_BARCODE=false
+#PAPERLESS_CONSUMER_TAG_BARCODE_MAPPING={"TAG:(.*)": "\\g<1>"}
 #PAPERLESS_CONSUMER_ENABLE_COLLATE_DOUBLE_SIDED=false
 #PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_SUBDIR_NAME=double-sided
 #PAPERLESS_CONSUMER_COLLATE_DOUBLE_SIDED_TIFF_SUPPORT=false

src-ui/.eslintrc.json

@@ -1,7 +1,8 @@
 {
   "root": true,
   "ignorePatterns": [
-    "projects/**/*"
+    "projects/**/*",
+    "/src/app/components/common/pdf-viewer/**"
   ],
   "overrides": [
     {
@@ -24,7 +25,7 @@
           "error",
           {
             "type": "attribute",
-            "prefix": "app",
+            "prefix": "pngx",
             "style": "camelCase"
           }
         ],
@@ -32,7 +33,7 @@
           "error",
           {
             "type": "element",
-            "prefix": "app",
+            "prefix": "pngx",
             "style": "kebab-case"
           }
         ]

src-ui/angular.json

@@ -12,23 +12,29 @@
       },
       "root": "",
       "sourceRoot": "src",
-      "prefix": "app",
+      "prefix": "pngx",
       "i18n": {
         "sourceLocale": "en-US",
         "locales": {
           "ar-AR": "src/locale/messages.ar_AR.xlf",
+          "af-ZA": "src/locale/messages.af_ZA.xlf",
+          "bg-BG": "src/locale/messages.bg_BG.xlf",
           "be-BY": "src/locale/messages.be_BY.xlf",
           "ca-ES": "src/locale/messages.ca_ES.xlf",
           "cs-CZ": "src/locale/messages.cs_CZ.xlf",
           "da-DK": "src/locale/messages.da_DK.xlf",
           "de-DE": "src/locale/messages.de_DE.xlf",
+          "el-GR": "src/locale/messages.el_GR.xlf",
           "en-GB": "src/locale/messages.en_GB.xlf",
           "es-ES": "src/locale/messages.es_ES.xlf",
           "fi-FI": "src/locale/messages.fi_FI.xlf",
           "fr-FR": "src/locale/messages.fr_FR.xlf",
+          "hu-HU": "src/locale/messages.hu_HU.xlf",
           "it-IT": "src/locale/messages.it_IT.xlf",
+          "ja-JP": "src/locale/messages.ja_JP.xlf",
           "lb-LU": "src/locale/messages.lb_LU.xlf",
           "nl-NL": "src/locale/messages.nl_NL.xlf",
+          "no-NO": "src/locale/messages.no_NO.xlf",
           "pl-PL": "src/locale/messages.pl_PL.xlf",
           "pt-BR": "src/locale/messages.pt_BR.xlf",
           "pt-PT": "src/locale/messages.pt_PT.xlf",
@@ -60,7 +66,7 @@
               "src/assets",
               "src/manifest.webmanifest",
               {
-                "glob": "pdf.worker.min.js",
+                "glob": "{pdf.worker.min.js,pdf.min.js}",
                 "input": "node_modules/pdfjs-dist/build/",
                 "output": "/assets/js/"
               }
@@ -70,7 +76,10 @@
             ],
             "scripts": [],
             "allowedCommonJsDependencies": [
-              "ng2-pdf-viewer"
+              "pdfjs-dist",
+              "pdfjs-dist/web/pdf_viewer",
+              "filesize",
+              "file-saver"
             ],
             "vendorChunk": true,
             "extractLicenses": false,
@@ -104,7 +113,7 @@
                 {
                   "type": "anyComponentStyle",
                   "maximumWarning": "6kb",
-                  "maximumError": "10kb"
+                  "maximumError": "30kb"
                 }
               ]
             },
@@ -119,18 +128,18 @@
         "serve": {
           "builder": "@angular-devkit/build-angular:dev-server",
           "options": {
-            "browserTarget": "paperless-ui:build:en-US"
+            "buildTarget": "paperless-ui:build:en-US"
           },
           "configurations": {
             "production": {
-              "browserTarget": "paperless-ui:build:production"
+              "buildTarget": "paperless-ui:build:production"
             }
           }
         },
         "extract-i18n": {
           "builder": "@angular-devkit/build-angular:extract-i18n",
           "options": {
-            "browserTarget": "paperless-ui:build"
+            "buildTarget": "paperless-ui:build"
           }
         },
         "test": {

src-ui/e2e/admin/settings.spec.ts

@@ -1,24 +1,6 @@
 import { test, expect } from '@playwright/test'
 
-const REQUESTS_HAR = 'e2e/settings/requests/api-settings.har'
-
-test('should post settings on save', async ({ page }) => {
-  await page.routeFromHAR(REQUESTS_HAR, { notFound: 'fallback' })
-  await page.goto('/settings')
-  await page.getByLabel('Use system setting').click()
-  await page.getByRole('button', { name: 'Save' }).scrollIntoViewIfNeeded()
-  const updatePromise = page.waitForRequest((request) => {
-    const data = request.postDataJSON()
-    const isValid = data['settings'] != null
-    return (
-      isValid &&
-      request.method() === 'POST' &&
-      request.url().includes('/api/ui_settings/')
-    )
-  })
-  await page.getByRole('button', { name: 'Save' }).click()
-  await updatePromise
-})
+const REQUESTS_HAR = 'e2e/admin/requests/api-settings.har'
 
 test('should activate / deactivate save button when settings change', async ({
   page,
@@ -46,10 +28,10 @@ test('should warn on unsaved changes', async ({ page }) => {
 test('should apply appearance changes when set', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR, { notFound: 'fallback' })
   await page.goto('/settings')
-  await expect(page.locator('body')).toHaveClass(/color-scheme-system/)
+  await expect(page.locator('html')).toHaveAttribute('data-bs-theme', /auto/)
   await page.getByLabel('Use system setting').click()
   await page.getByLabel('Enable dark mode').click()
-  await expect(page.locator('body')).toHaveClass(/color-scheme-dark/)
+  await expect(page.locator('html')).toHaveAttribute('data-bs-theme', /dark/)
 })
 
 test('should toggle saved view options when set & saved', async ({ page }) => {
@@ -72,30 +54,3 @@ test('should toggle saved view options when set & saved', async ({ page }) => {
   await page.getByRole('button', { name: 'Save' }).click()
   await updatePromise
 })
-
-test('should support tab direct navigation', async ({ page }) => {
-  await page.routeFromHAR(REQUESTS_HAR, { notFound: 'fallback' })
-  await page.goto('/settings/general')
-  await expect(page.getByRole('tab', { name: 'General' })).toHaveAttribute(
-    'aria-selected',
-    'true'
-  )
-  await page.goto('/settings/notifications')
-  await expect(
-    page.getByRole('tab', { name: 'Notifications' })
-  ).toHaveAttribute('aria-selected', 'true')
-  await page.goto('/settings/savedviews')
-  await expect(page.getByRole('tab', { name: 'Saved Views' })).toHaveAttribute(
-    'aria-selected',
-    'true'
-  )
-  await page.goto('/settings/mail')
-  await expect(page.getByRole('tab', { name: 'Mail' })).toHaveAttribute(
-    'aria-selected',
-    'true'
-  )
-  await page.goto('/settings/usersgroups')
-  await expect(
-    page.getByRole('tab', { name: 'Users & Groups' })
-  ).toHaveAttribute('aria-selected', 'true')
-})

src-ui/e2e/dashboard/dashboard.spec.ts

@@ -10,7 +10,7 @@ test('dashboard inbox link', async ({ page }) => {
   await page.goto('/dashboard')
   await page.getByRole('link', { name: 'Documents in inbox' }).click()
   await expect(page).toHaveURL(/tags__id__all=9/)
-  await expect(page.locator('app-document-list')).toHaveText(/8 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/8 documents/)
 })
 
 test('dashboard total documents link', async ({ page }) => {
@@ -18,7 +18,7 @@ test('dashboard total documents link', async ({ page }) => {
   await page.goto('/dashboard')
   await page.getByRole('link').filter({ hasText: 'Total documents' }).click()
   await expect(page).toHaveURL(/documents/)
-  await expect(page.locator('app-document-list')).toHaveText(/61 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/61 documents/)
   await page.getByRole('button', { name: 'Reset filters' })
 })
 
@@ -26,19 +26,20 @@ test('dashboard saved view show all', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR3, { notFound: 'fallback' })
   await page.goto('/dashboard')
   await page
-    .locator('app-widget-frame')
+    .locator('pngx-widget-frame')
     .filter({ hasText: 'Inbox' })
     .getByRole('link', { name: 'Show all' })
+    .first()
     .click()
   await expect(page).toHaveURL(/view\/7/)
-  await expect(page.locator('app-document-list')).toHaveText(/8 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/8 documents/)
 })
 
 test('dashboard saved view document links', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR4, { notFound: 'fallback' })
   await page.goto('/dashboard')
   await page
-    .locator('app-widget-frame')
+    .locator('pngx-widget-frame')
     .filter({ hasText: 'Inbox' })
     .locator('table')
     .getByRole('link', { name: /test/ })

src-ui/e2e/document-detail/document-detail.spec.ts

@@ -8,17 +8,13 @@ test('should activate / deactivate save button when changes are saved', async ({
 }) => {
   await page.routeFromHAR(REQUESTS_HAR, { notFound: 'fallback' })
   await page.goto('/documents/175/')
-  await page.waitForSelector('app-document-detail app-input-text:first-child')
+  await page.waitForSelector('pngx-document-detail pngx-input-text:first-child')
   await expect(page.getByTitle('Storage path', { exact: true })).toHaveText(
     /\w+/
   )
-  await expect(
-    page.getByRole('button', { name: 'Save', exact: true })
-  ).toBeDisabled()
+  await expect(page.getByRole('button', { name: 'Save' }).nth(1)).toBeDisabled()
   await page.getByTitle('Storage path').getByTitle('Clear all').click()
-  await expect(
-    page.getByRole('button', { name: 'Save', exact: true })
-  ).toBeEnabled()
+  await expect(page.getByRole('button', { name: 'Save' }).nth(1)).toBeEnabled()
 })
 
 test('should warn on unsaved changes', async ({ page }) => {
@@ -27,16 +23,12 @@ test('should warn on unsaved changes', async ({ page }) => {
   await expect(page.getByTitle('Correspondent', { exact: true })).toHaveText(
     /\w+/
   )
-  await expect(
-    page.getByRole('button', { name: 'Save', exact: true })
-  ).toBeDisabled()
+  await expect(page.getByRole('button', { name: 'Save' }).nth(1)).toBeDisabled()
   await page
     .getByTitle('Storage path', { exact: true })
     .getByTitle('Clear all')
     .click()
-  await expect(
-    page.getByRole('button', { name: 'Save', exact: true })
-  ).toBeEnabled()
+  await expect(page.getByRole('button', { name: 'Save' }).nth(1)).toBeEnabled()
   await page.getByRole('button', { name: 'Close', exact: true }).click()
   await expect(page.getByRole('dialog')).toHaveText(/unsaved changes/)
   await page.getByRole('button', { name: 'Cancel' }).click()
@@ -79,13 +71,13 @@ test('should show a mobile preview', async ({ page }) => {
   await page.setViewportSize({ width: 400, height: 1000 })
   await expect(page.getByRole('tab', { name: 'Preview' })).toBeVisible()
   await page.getByRole('tab', { name: 'Preview' }).click()
-  await page.waitForSelector('pdf-viewer')
+  await page.waitForSelector('pngx-pdf-viewer')
 })
 
 test('should show a list of notes', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR, { notFound: 'fallback' })
   await page.goto('/documents/175/notes')
-  await expect(page.locator('app-document-notes')).toBeVisible()
+  await expect(page.locator('pngx-document-notes')).toBeVisible()
   await expect(
     await page.getByRole('button', {
       name: /delete note/i,

src-ui/e2e/document-list/document-list.spec.ts

@@ -13,33 +13,33 @@ test('basic filtering', async ({ page }) => {
   await page.getByRole('button', { name: 'Tags' }).click()
   await page.getByRole('menuitem', { name: 'Inbox' }).click()
   await expect(page).toHaveURL(/tags__id__all=9/)
-  await expect(page.locator('app-document-list')).toHaveText(/8 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/8 documents/)
   await page.getByRole('button', { name: 'Document type' }).click()
   await page.getByRole('menuitem', { name: 'Invoice Test 3' }).click()
   await expect(page).toHaveURL(/document_type__id__in=1/)
-  await expect(page.locator('app-document-list')).toHaveText(/3 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/3 documents/)
   await page.getByRole('button', { name: 'Reset filters' }).first().click()
   await page.getByRole('button', { name: 'Correspondent' }).click()
   await page.getByRole('menuitem', { name: 'Test Correspondent 1' }).click()
   await page.getByRole('menuitem', { name: 'Correspondent 9' }).click()
   await expect(page).toHaveURL(/correspondent__id__in=12,1/)
-  await expect(page.locator('app-document-list')).toHaveText(/7 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/7 documents/)
   await page
-    .locator('app-filter-editor')
+    .locator('pngx-filter-editor')
     .getByTitle('Correspondent')
     .getByText('Exclude')
     .click()
   await expect(page).toHaveURL(/correspondent__id__none=12,1/)
-  await expect(page.locator('app-document-list')).toHaveText(/54 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/54 documents/)
   // clear button
   await page.getByRole('button', { name: '2 selected', exact: true }).click()
-  await expect(page.locator('app-document-list')).toHaveText(/61 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/61 documents/)
   await page.getByRole('button', { name: 'Storage path' }).click()
   await page.getByRole('menuitem', { name: 'Testing 12' }).click()
   await expect(page).toHaveURL(/storage_path__id__in=5/)
-  await expect(page.locator('app-document-list')).toHaveText(/8 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/8 documents/)
   await page.getByRole('button', { name: 'Reset filters' }).first().click()
-  await expect(page.locator('app-document-list')).toHaveText(/61 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/61 documents/)
 })
 
 test('text filtering', async ({ page }) => {
@@ -47,54 +47,55 @@ test('text filtering', async ({ page }) => {
   await page.goto('/documents')
   await page.getByRole('textbox').click()
   await page.getByRole('textbox').fill('test')
-  await expect(page.locator('app-document-list')).toHaveText(/32 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/32 documents/)
   await expect(page).toHaveURL(/title_content=test/)
   await page.getByRole('button', { name: 'Title & content' }).click()
   await page.getByRole('button', { name: 'Title', exact: true }).click()
-  await expect(page.locator('app-document-list')).toHaveText(/9 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/9 documents/)
   await expect(page).toHaveURL(/title__icontains=test/)
   await page.getByRole('button', { name: 'Title', exact: true }).click()
   await page.getByRole('button', { name: 'Advanced search' }).click()
   await expect(page).toHaveURL(/query=test/)
-  await expect(page.locator('app-document-list')).toHaveText(/26 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/26 documents/)
   await page.getByRole('button', { name: 'Advanced search' }).click()
   await page.getByRole('button', { name: 'ASN' }).click()
   await page.getByRole('textbox').fill('1123')
   await expect(page).toHaveURL(/archive_serial_number=1123/)
-  await expect(page.locator('app-document-list')).toHaveText(/one document/i)
+  await expect(page.locator('pngx-document-list')).toHaveText(/one document/i)
   await page.locator('select').selectOption('greater')
   await page.getByRole('textbox').click()
   await page.getByRole('textbox').fill('1123')
   await expect(page).toHaveURL(/archive_serial_number__gt=1123/)
-  await expect(page.locator('app-document-list')).toHaveText(/5 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/5 documents/)
   await page.locator('select').selectOption('less')
   await expect(page).toHaveURL(/archive_serial_number__lt=1123/)
-  await expect(page.locator('app-document-list')).toHaveText(/0 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/0 documents/)
   await page.locator('select').selectOption('is null')
   await expect(page).toHaveURL(/archive_serial_number__isnull=1/)
-  await expect(page.locator('app-document-list')).toHaveText(/55 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/55 documents/)
   await page.locator('select').selectOption('not null')
   await expect(page).toHaveURL(/archive_serial_number__isnull=0/)
-  await expect(page.locator('app-document-list')).toHaveText(/6 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/6 documents/)
 })
 
 test('date filtering', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR3, { notFound: 'fallback' })
   await page.goto('/documents')
-  await page.getByRole('button', { name: 'Created' }).click()
-  await page.getByRole('menuitem', { name: 'Last 3 months' }).click()
-  await expect(page.locator('app-document-list')).toHaveText(/one document/i)
-  await page.getByRole('button', { name: 'Created Clear selected' }).click()
-  await page.getByRole('button', { name: 'Created' }).click()
+  await page.getByRole('button', { name: 'Dates' }).click()
+  await page.getByRole('menuitem', { name: 'Last 3 months' }).first().click()
+  await expect(page.locator('pngx-document-list')).toHaveText(/one document/i)
+  await page.getByRole('button', { name: 'Dates Clear selected' }).click()
+  await page.getByRole('button', { name: 'Dates' }).click()
   await page
     .getByRole('menuitem', { name: 'After mm/dd/yyyy' })
     .getByRole('button')
+    .first()
     .click()
   await page.getByRole('combobox', { name: 'Select month' }).selectOption('12')
   await page.getByRole('combobox', { name: 'Select year' }).selectOption('2022')
   await page.getByText('11', { exact: true }).click()
   await page.getByRole('button', { name: 'Title & content' }).click()
-  await expect(page.locator('app-document-list')).toHaveText(/2 documents/)
+  await expect(page.locator('pngx-document-list')).toHaveText(/2 documents/)
 })
 
 test('sorting', async ({ page }) => {
@@ -105,7 +106,7 @@ test('sorting', async ({ page }) => {
   await expect(page).toHaveURL(/sort=archive_serial_number/)
   await page.getByRole('button', { name: 'Sort' }).click()
   await page
-    .locator('app-page-header')
+    .locator('pngx-page-header')
     .getByRole('button', { name: 'Correspondent' })
     .click()
   await expect(page).toHaveURL(/sort=correspondent__name/)
@@ -114,7 +115,7 @@ test('sorting', async ({ page }) => {
   await expect(page).toHaveURL(/sort=title/)
   await page.getByRole('button', { name: 'Sort' }).click()
   await page
-    .locator('app-page-header')
+    .locator('pngx-page-header')
     .getByRole('button', { name: 'Document type' })
     .click()
   await expect(page).toHaveURL(/sort=document_type__name/)
@@ -131,49 +132,49 @@ test('sorting', async ({ page }) => {
   await page.getByRole('button', { name: 'Notes' }).click()
   await expect(page).toHaveURL(/sort=num_notes/)
   await page.getByRole('button', { name: 'Sort' }).click()
-  await page.locator('.w-100 > label > .toolbaricon').first().click()
+  await page.locator('.w-100 > label > i-bs').first().click()
   await expect(page).not.toHaveURL(/reverse=1/)
 })
 
 test('change views', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR5, { notFound: 'fallback' })
   await page.goto('/documents')
-  await page.locator('app-page-header label').first().click()
-  await expect(page.locator('app-document-list table')).toBeVisible()
-  await page.locator('app-page-header label').nth(1).click()
-  await expect(page.locator('app-document-card-small').first()).toBeAttached()
-  await page.locator('app-page-header label').nth(2).click()
-  await expect(page.locator('app-document-card-large').first()).toBeAttached()
+  await page.locator('.btn-group label').first().click()
+  await expect(page.locator('pngx-document-list table')).toBeVisible()
+  await page.locator('.btn-group label').nth(1).click()
+  await expect(page.locator('pngx-document-card-small').first()).toBeAttached()
+  await page.locator('.btn-group label').nth(2).click()
+  await expect(page.locator('pngx-document-card-large').first()).toBeAttached()
 })
 
 test('bulk edit', async ({ page }) => {
   await page.routeFromHAR(REQUESTS_HAR6, { notFound: 'fallback' })
   await page.goto('/documents')
 
-  await page.locator('app-document-card-small').nth(0).click()
+  await page.locator('pngx-document-card-small').nth(0).click()
   await page
-    .locator('app-document-card-small')
+    .locator('pngx-document-card-small')
     .nth(3)
     .click({
       modifiers: ['Shift'],
     })
 
-  await expect(page.locator('app-document-list')).toHaveText(
+  await expect(page.locator('pngx-document-list')).toHaveText(
     /Selected 4 of 61 documents/i
   )
 
   await page.getByRole('button', { name: 'Page' }).click()
-  await expect(page.locator('app-document-list')).toHaveText(
+  await expect(page.locator('pngx-document-list')).toHaveText(
     /Selected 50 of 61 documents/i
   )
   await page.getByRole('button', { name: 'All' }).click()
-  await expect(page.locator('app-document-list')).toHaveText(
+  await expect(page.locator('pngx-document-list')).toHaveText(
     /Selected 61 of 61 documents/i
   )
   await page.getByRole('button', { name: 'Cancel' }).click()
 
-  await page.locator('app-document-card-small').nth(1).click()
-  await page.locator('app-document-card-small').nth(2).click()
+  await page.locator('pngx-document-card-small').nth(1).click()
+  await page.locator('pngx-document-card-small').nth(2).click()
 
   await page.getByRole('button', { name: 'Tags' }).click()
   await page.getByRole('menuitem', { name: 'TagWithPartial' }).click()