Ready

[ci skip]

.codecov.yml

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

.github/release-drafter.yml

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

.github/workflows/ci-backend.yml

@@ -88,13 +88,13 @@ jobs:
         if: always()
         uses: codecov/codecov-action@v5
         with:
-          flags: backend,backend-python-${{ matrix.python-version }}
+          flags: backend-python-${{ matrix.python-version }}
           files: junit.xml
           report_type: test_results
       - name: Upload coverage to Codecov
         uses: codecov/codecov-action@v5
         with:
-          flags: backend,backend-python-${{ matrix.python-version }}
+          flags: backend-python-${{ matrix.python-version }}
           files: coverage.xml
           report_type: coverage
       - name: Stop containers

.github/workflows/ci-docker.yml

@@ -35,7 +35,7 @@ jobs:
       contents: read
       packages: write
     outputs:
-      can-push: ${{ steps.check-push.outputs.can-push }}
+      should-push: ${{ steps.check-push.outputs.should-push }}
       push-external: ${{ steps.check-push.outputs.push-external }}
       repository: ${{ steps.repo.outputs.name }}
       ref-name: ${{ steps.ref.outputs.name }}
@@ -59,16 +59,28 @@ jobs:
         env:
           REF_NAME: ${{ steps.ref.outputs.name }}
         run: |
-          # can-push: Can we push to GHCR?
-          # True for: pushes, or PRs from the same repo (not forks)
-          can_push=${{ github.event_name == 'push' || github.event.pull_request.head.repo.full_name == github.repository }}
-          echo "can-push=${can_push}"
-          echo "can-push=${can_push}" >> $GITHUB_OUTPUT
+          # should-push: Should we push to GHCR?
+          # True for:
+          #   1. Pushes (tags/dev/beta) - filtered via the workflow triggers
+          #   2. Internal PRs where the branch name starts with 'feature-' - filtered here when a PR is synced
+
+          should_push="false"
+
+          if [[ "${{ github.event_name }}" == "push" ]]; then
+            should_push="true"
+          elif [[ "${{ github.event_name }}" == "pull_request" && "${{ github.event.pull_request.head.repo.full_name }}" == "${{ github.repository }}" ]]; then
+            if [[ "${REF_NAME}" == feature-* || "${REF_NAME}" == fix-* ]]; then
+              should_push="true"
+            fi
+          fi
+
+          echo "should-push=${should_push}"
+          echo "should-push=${should_push}" >> $GITHUB_OUTPUT
 
           # push-external: Should we also push to Docker Hub and Quay.io?
           # Only for main repo on dev/beta branches or version tags
           push_external="false"
-          if [[ "${can_push}" == "true" && "${{ github.repository_owner }}" == "paperless-ngx" ]]; then
+          if [[ "${should_push}" == "true" && "${{ github.repository_owner }}" == "paperless-ngx" ]]; then
             case "${REF_NAME}" in
               dev|beta)
                 push_external="true"
@@ -125,20 +137,20 @@ jobs:
           labels: ${{ steps.docker-meta.outputs.labels }}
           build-args: |
             PNGX_TAG_VERSION=${{ steps.docker-meta.outputs.version }}
-          outputs: type=image,name=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }},push-by-digest=true,name-canonical=true,push=${{ steps.check-push.outputs.can-push }}
+          outputs: type=image,name=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }},push-by-digest=true,name-canonical=true,push=${{ steps.check-push.outputs.should-push }}
           cache-from: |
             type=registry,ref=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}/cache/app:${{ steps.ref.outputs.cache-ref }}-${{ matrix.arch }}
             type=registry,ref=${{ env.REGISTRY }}/${{ steps.repo.outputs.name }}/cache/app:dev-${{ matrix.arch }}
-          cache-to: ${{ steps.check-push.outputs.can-push == 'true' && format('type=registry,mode=max,ref={0}/{1}/cache/app:{2}-{3}', env.REGISTRY, steps.repo.outputs.name, steps.ref.outputs.cache-ref, matrix.arch) || '' }}
+          cache-to: ${{ steps.check-push.outputs.should-push == 'true' && format('type=registry,mode=max,ref={0}/{1}/cache/app:{2}-{3}', env.REGISTRY, steps.repo.outputs.name, steps.ref.outputs.cache-ref, matrix.arch) || '' }}
       - name: Export digest
-        if: steps.check-push.outputs.can-push == 'true'
+        if: steps.check-push.outputs.should-push == 'true'
         run: |
           mkdir -p /tmp/digests
           digest="${{ steps.build.outputs.digest }}"
           echo "digest=${digest}"
           touch "/tmp/digests/${digest#sha256:}"
       - name: Upload digest
-        if: steps.check-push.outputs.can-push == 'true'
+        if: steps.check-push.outputs.should-push == 'true'
         uses: actions/upload-artifact@v6.0.0
         with:
           name: digests-${{ matrix.arch }}
@@ -149,7 +161,7 @@ jobs:
     name: Merge and Push Manifest
     runs-on: ubuntu-24.04
     needs: build-arch
-    if: needs.build-arch.outputs.can-push == 'true'
+    if: needs.build-arch.outputs.should-push == 'true'
     permissions:
       contents: read
       packages: write

.github/workflows/ci-frontend.yml

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

Dockerfile

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

docker/rootfs/etc/s6-overlay/s6-rc.d/init-migrations/run

@@ -8,6 +8,11 @@ echo "${log_prefix} Apply database migrations..."
 
 cd "${PAPERLESS_SRC_DIR}"
 
+if [[ "${PAPERLESS_MIGRATION_MODE:-0}" == "1" ]]; then
+	echo "${log_prefix} Migration mode enabled, skipping migrations."
+	exit 0
+fi
+
 # The whole migrate, with flock, needs to run as the right user
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
 	exec s6-setlock -n "${data_dir}/migration_lock" python3 manage.py migrate --skip-checks --no-input

docker/rootfs/etc/s6-overlay/s6-rc.d/init-system-checks/run

@@ -9,7 +9,15 @@ echo "${log_prefix} Running Django checks"
 cd "${PAPERLESS_SRC_DIR}"
 
 if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	python3 manage.py check
+	if [[ "${PAPERLESS_MIGRATION_MODE:-0}" == "1" ]]; then
+		python3 manage_migration.py check
+	else
+		python3 manage.py check
+	fi
 else
-	s6-setuidgid paperless python3 manage.py check
+	if [[ "${PAPERLESS_MIGRATION_MODE:-0}" == "1" ]]; then
+		s6-setuidgid paperless python3 manage_migration.py check
+	else
+		s6-setuidgid paperless python3 manage.py check
+	fi
 fi

docker/rootfs/etc/s6-overlay/s6-rc.d/svc-webserver/run

@@ -13,8 +13,14 @@ if [[ -n "${PAPERLESS_FORCE_SCRIPT_NAME}" ]]; then
 	export GRANIAN_URL_PATH_PREFIX=${PAPERLESS_FORCE_SCRIPT_NAME}
 fi
 
-if [[ -n "${USER_IS_NON_ROOT}" ]]; then
-	exec granian --interface asginl --ws --loop uvloop "paperless.asgi:application"
+if [[ "${PAPERLESS_MIGRATION_MODE:-0}" == "1" ]]; then
+	app_module="paperless.migration_asgi:application"
 else
-	exec s6-setuidgid paperless granian --interface asginl --ws --loop uvloop "paperless.asgi:application"
+	app_module="paperless.asgi:application"
+fi
+
+if [[ -n "${USER_IS_NON_ROOT}" ]]; then
+	exec granian --interface asginl --ws --loop uvloop "${app_module}"
+else
+	exec s6-setuidgid paperless granian --interface asginl --ws --loop uvloop "${app_module}"
 fi

docs/changelog.md

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

docs/configuration.md

@@ -170,11 +170,18 @@ Available options are `postgresql` and `mariadb`.
 
     !!! note
 
-        A small pool is typically sufficient — for example, a size of 4.
-        Make sure your PostgreSQL server's max_connections setting is large enough to handle:
-        ```(Paperless workers + Celery workers) × pool size + safety margin```
-        For example, with 4 Paperless workers and 2 Celery workers, and a pool size of 4:
-        (4 + 2) × 4 + 10 = 34 connections required.
+        A pool of 8-10 connections per worker is typically sufficient.
+        If you encounter error messages such as `couldn't get a connection`
+        or database connection timeouts, you probably need to increase the pool size.
+
+    !!! warning
+        Make sure your PostgreSQL `max_connections` setting is large enough to handle the connection pools:
+        `(NB_PAPERLESS_WORKERS + NB_CELERY_WORKERS) × POOL_SIZE + SAFETY_MARGIN`. For example, with
+        4 Paperless workers and 2 Celery workers, and a pool size of 8:``(4 + 2) × 8 + 10 = 58`,
+        so `max_connections = 60` (or even more) is appropriate.
+
+        This assumes only Paperless-ngx connects to your PostgreSQL instance. If you have other applications,
+        you should increase `max_connections` accordingly.
 
 #### [`PAPERLESS_DB_READ_CACHE_ENABLED=<bool>`](#PAPERLESS_DB_READ_CACHE_ENABLED) {#PAPERLESS_DB_READ_CACHE_ENABLED}
 
@@ -1866,7 +1873,7 @@ using the OpenAI API. This setting is required to be set to use the AI features.
 #### [`PAPERLESS_AI_LLM_MODEL=<str>`](#PAPERLESS_AI_LLM_MODEL) {#PAPERLESS_AI_LLM_MODEL}
 
 : The model to use for the AI backend, i.e. "gpt-3.5-turbo", "gpt-4" or any of the models supported by the
-current backend. If not supplied, defaults to "gpt-3.5-turbo" for OpenAI and "llama3" for Ollama.
+current backend. If not supplied, defaults to "gpt-3.5-turbo" for OpenAI and "llama3.1" for Ollama.
 
     Defaults to None.
 

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "paperless-ngx"
-version = "2.20.3"
+version = "2.20.5"
 description = "A community-supported supercharged document management system: scan, index and archive all your physical documents"
 readme = "README.md"
 requires-python = ">=3.10"
@@ -28,7 +28,7 @@ dependencies = [
   #          Only patch versions are guaranteed to not introduce breaking changes.
   "django~=5.2.5",
   "django-allauth[mfa,socialaccount]~=65.12.1",
-  "django-auditlog~=3.3.0",
+  "django-auditlog~=3.4.1",
   "django-cachalot~=2.8.0",
   "django-celery-results~=2.6.0",
   "django-compression-middleware~=0.5.0",
@@ -47,20 +47,21 @@ dependencies = [
   "faiss-cpu>=1.10",
   "filelock~=3.20.0",
   "flower~=2.0.1",
-  "gotenberg-client~=0.12.0",
+  "gotenberg-client~=0.13.1",
   "httpx-oauth~=0.16",
+  "ijson~=3.3",
   "imap-tools~=1.11.0",
   "inotifyrecursive~=0.3",
   "jinja2~=3.1.5",
   "langdetect~=1.0.9",
-  "llama-index-core>=0.12.33.post1",
-  "llama-index-embeddings-huggingface>=0.5.3",
-  "llama-index-embeddings-openai>=0.3.1",
-  "llama-index-llms-ollama>=0.5.4",
-  "llama-index-llms-openai>=0.3.38",
-  "llama-index-vector-stores-faiss>=0.3",
+  "llama-index-core>=0.14.12",
+  "llama-index-embeddings-huggingface>=0.6.1",
+  "llama-index-embeddings-openai>=0.5.1",
+  "llama-index-llms-ollama>=0.9.1",
+  "llama-index-llms-openai>=0.6.13",
+  "llama-index-vector-stores-faiss>=0.5.2",
   "nltk~=3.9.1",
-  "ocrmypdf~=16.12.0",
+  "ocrmypdf~=16.13.0",
   "openai>=1.76",
   "pathvalidate~=3.3.1",
   "pdf2image~=1.17.0",
@@ -73,11 +74,14 @@ dependencies = [
   "rapidfuzz~=3.14.0",
   "redis[hiredis]~=5.2.1",
   "regex>=2025.9.18",
+  "rich~=14.1.0",
   "scikit-learn~=1.7.0",
   "sentence-transformers>=4.1",
   "setproctitle~=1.3.4",
   "tika-client~=0.10.0",
+  "torch~=2.9.1",
   "tqdm~=4.67.1",
+  "typer~=0.12",
   "watchdog~=6.0",
   "whitenoise~=6.9",
   "whoosh-reloaded>=2.7.5",
@@ -91,7 +95,7 @@ optional-dependencies.postgres = [
   "psycopg[c,pool]==3.2.12",
   # Direct dependency for proper resolution of the pre-built wheels
   "psycopg-c==3.2.12",
-  "psycopg-pool==3.2.7",
+  "psycopg-pool==3.3",
 ]
 optional-dependencies.webserver = [
   "granian[uvloop]~=2.5.1",
@@ -126,7 +130,7 @@ testing = [
 ]
 
 lint = [
-  "pre-commit~=4.4.0",
+  "pre-commit~=4.5.1",
   "pre-commit-uv~=4.2.0",
   "ruff~=0.14.0",
 ]
@@ -169,6 +173,15 @@ zxing-cpp = [
   { url = "https://github.com/paperless-ngx/builder/releases/download/zxing-2.3.0/zxing_cpp-2.3.0-cp312-cp312-linux_aarch64.whl", marker = "sys_platform == 'linux' and platform_machine == 'aarch64' and python_version == '3.12'" },
 ]
 
+torch = [
+  { index = "pytorch-cpu" },
+]
+
+[[tool.uv.index]]
+name = "pytorch-cpu"
+url = "https://download.pytorch.org/whl/cpu"
+explicit = true
+
 [tool.ruff]
 target-version = "py310"
 line-length = 88
@@ -274,7 +287,7 @@ addopts = [
   "--numprocesses=auto",
   "--maxprocesses=16",
   "--quiet",
-  "--durations=0",
+  "--durations=50",
   "--junitxml=junit.xml",
   "-o junit_family=legacy",
 ]

src-ui/package.json

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

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

@@ -252,7 +252,7 @@ describe('WorkflowEditDialogComponent', () => {
     expect(component.object.actions.length).toEqual(2)
   })
 
-  it('should update order and remove ids from actions on drag n drop', () => {
+  it('should update order on drag n drop', () => {
     const action1 = workflow.actions[0]
     const action2 = workflow.actions[1]
     component.object = workflow
@@ -261,8 +261,6 @@ describe('WorkflowEditDialogComponent', () => {
       WorkflowAction[]
     >)
     expect(component.object.actions).toEqual([action2, action1])
-    expect(action1.id).toBeNull()
-    expect(action2.id).toBeNull()
   })
 
   it('should not include auto matching in algorithms', () => {

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

@@ -1283,11 +1283,6 @@ export class WorkflowEditDialogComponent
     const actionField = this.actionFields.at(event.previousIndex)
     this.actionFields.removeAt(event.previousIndex)
     this.actionFields.insert(event.currentIndex, actionField)
-    // removing id will effectively re-create the actions in this order
-    this.object.actions.forEach((a) => (a.id = null))
-    this.actionFields.controls.forEach((c) =>
-      c.get('id').setValue(null, { emitEvent: false })
-    )
   }
 
   save(): void {

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

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

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

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

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

@@ -285,10 +285,10 @@ export class DocumentDetailComponent
     if (
       element &&
       element.nativeElement.offsetParent !== null &&
-      this.nav?.activeId == 4
+      this.nav?.activeId == DocumentDetailNavIDs.Preview
     ) {
       // its visible
-      setTimeout(() => this.nav?.select(1))
+      setTimeout(() => this.nav?.select(DocumentDetailNavIDs.Details))
     }
   }
 

src-ui/src/environments/environment.prod.ts

@@ -6,7 +6,7 @@ export const environment = {
   apiVersion: '9', // match src/paperless/settings.py
   appTitle: 'Paperless-ngx',
   tag: 'prod',
-  version: '2.20.3',
+  version: '2.20.5',
   webSocketHost: window.location.host,
   webSocketProtocol: window.location.protocol == 'https:' ? 'wss:' : 'ws:',
   webSocketBaseUrl: base_url.pathname + 'ws/',

src/documents/migrations/1075_workflowaction_order.py

@@ -0,0 +1,28 @@
+# Generated by Django 5.2.7 on 2026-01-14 16:53
+
+from django.db import migrations
+from django.db import models
+from django.db.models import F
+
+
+def populate_action_order(apps, schema_editor):
+    WorkflowAction = apps.get_model("documents", "WorkflowAction")
+    WorkflowAction.objects.all().update(order=F("id"))
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("documents", "1074_workflowrun_deleted_at_workflowrun_restored_at_and_more"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="workflowaction",
+            name="order",
+            field=models.PositiveIntegerField(default=0, verbose_name="order"),
+        ),
+        migrations.RunPython(
+            populate_action_order,
+            reverse_code=migrations.RunPython.noop,
+        ),
+    ]

src/documents/migrations/1076_alter_paperlesstask_task_name.py

@@ -6,7 +6,7 @@ from django.db import models
 
 class Migration(migrations.Migration):
     dependencies = [
-        ("documents", "1074_workflowrun_deleted_at_workflowrun_restored_at_and_more"),
+        ("documents", "1075_workflowaction_order"),
     ]
 
     operations = [

src/documents/models.py

@@ -1295,6 +1295,8 @@ class WorkflowAction(models.Model):
         default=WorkflowActionType.ASSIGNMENT,
     )
 
+    order = models.PositiveIntegerField(_("order"), default=0)
+
     assign_title = models.TextField(
         _("assign title"),
         null=True,

src/documents/serialisers.py

@@ -2577,7 +2577,8 @@ class WorkflowSerializer(serializers.ModelSerializer):
                 set_triggers.append(trigger_instance)
 
         if actions is not None and actions is not serializers.empty:
-            for action in actions:
+            for index, action in enumerate(actions):
+                action["order"] = index
                 assign_tags = action.pop("assign_tags", None)
                 assign_view_users = action.pop("assign_view_users", None)
                 assign_view_groups = action.pop("assign_view_groups", None)
@@ -2704,6 +2705,16 @@ class WorkflowSerializer(serializers.ModelSerializer):
 
         return instance
 
+    def to_representation(self, instance):
+        data = super().to_representation(instance)
+        actions = instance.actions.order_by("order", "pk")
+        data["actions"] = WorkflowActionSerializer(
+            actions,
+            many=True,
+            context=self.context,
+        ).data
+        return data
+
 
 class TrashSerializer(SerializerWithPerms):
     documents = serializers.ListField(

src/documents/signals/handlers.py

@@ -421,7 +421,15 @@ def update_filename_and_move_files(
             return
         instance = instance.document
 
-    def validate_move(instance, old_path: Path, new_path: Path):
+    def validate_move(instance, old_path: Path, new_path: Path, root: Path):
+        if not new_path.is_relative_to(root):
+            msg = (
+                f"Document {instance!s}: Refusing to move file outside root {root}: "
+                f"{new_path}."
+            )
+            logger.warning(msg)
+            raise CannotMoveFilesException(msg)
+
         if not old_path.is_file():
             # Can't do anything if the old file does not exist anymore.
             msg = f"Document {instance!s}: File {old_path} doesn't exist."
@@ -510,12 +518,22 @@ def update_filename_and_move_files(
                 return
 
             if move_original:
-                validate_move(instance, old_source_path, instance.source_path)
+                validate_move(
+                    instance,
+                    old_source_path,
+                    instance.source_path,
+                    settings.ORIGINALS_DIR,
+                )
                 create_source_path_directory(instance.source_path)
                 shutil.move(old_source_path, instance.source_path)
 
             if move_archive:
-                validate_move(instance, old_archive_path, instance.archive_path)
+                validate_move(
+                    instance,
+                    old_archive_path,
+                    instance.archive_path,
+                    settings.ARCHIVE_DIR,
+                )
                 create_source_path_directory(instance.archive_path)
                 shutil.move(old_archive_path, instance.archive_path)
 
@@ -763,7 +781,7 @@ def run_workflows(
 
         if matching.document_matches_workflow(document, workflow, trigger_type):
             action: WorkflowAction
-            for action in workflow.actions.all():
+            for action in workflow.actions.order_by("order", "pk"):
                 message = f"Applying {action} from {workflow}"
                 if not use_overrides:
                     logger.info(message, extra={"group": logging_group})

src/documents/templating/filepath.py

@@ -262,6 +262,17 @@ def get_custom_fields_context(
     return field_data
 
 
+def _is_safe_relative_path(value: str) -> bool:
+    if value == "":
+        return True
+
+    path = PurePath(value)
+    if path.is_absolute() or path.drive:
+        return False
+
+    return ".." not in path.parts
+
+
 def validate_filepath_template_and_render(
     template_string: str,
     document: Document | None = None,
@@ -309,6 +320,12 @@ def validate_filepath_template_and_render(
         )
         rendered_template = template.render(context)
 
+        if not _is_safe_relative_path(rendered_template):
+            logger.warning(
+                "Template rendered an unsafe path (absolute or containing traversal).",
+            )
+            return None
+
         # We're good!
         return rendered_template
     except UndefinedError:

src/documents/tests/test_api_objects.py

@@ -219,6 +219,30 @@ class TestApiStoragePaths(DirectoriesMixin, APITestCase):
         self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
         self.assertEqual(StoragePath.objects.count(), 1)
 
+    def test_api_create_storage_path_rejects_traversal(self):
+        """
+        GIVEN:
+            - API request to create a storage paths
+            - Storage path attempts directory traversal
+        WHEN:
+            - API is called
+        THEN:
+            - Correct HTTP 400 response
+            - No storage path is created
+        """
+        response = self.client.post(
+            self.ENDPOINT,
+            json.dumps(
+                {
+                    "name": "Traversal path",
+                    "path": "../../../../../tmp/proof",
+                },
+            ),
+            content_type="application/json",
+        )
+        self.assertEqual(response.status_code, status.HTTP_400_BAD_REQUEST)
+        self.assertEqual(StoragePath.objects.count(), 1)
+
     def test_api_storage_path_placeholders(self):
         """
         GIVEN:

src/documents/workflows/utils.py

@@ -20,9 +20,6 @@ def get_workflows_for_trigger(
     wrap it in a list; otherwise fetch enabled workflows for the trigger with
     the prefetches used by the runner.
     """
-    if workflow_to_run is not None:
-        return [workflow_to_run]
-
     annotated_actions = (
         WorkflowAction.objects.select_related(
             "assign_correspondent",
@@ -105,10 +102,25 @@ def get_workflows_for_trigger(
         )
     )
 
+    action_prefetch = Prefetch(
+        "actions",
+        queryset=annotated_actions.order_by("order", "pk"),
+    )
+
+    if workflow_to_run is not None:
+        return (
+            Workflow.objects.filter(pk=workflow_to_run.pk)
+            .prefetch_related(
+                action_prefetch,
+                "triggers",
+            )
+            .distinct()
+        )
+
     return (
         Workflow.objects.filter(enabled=True, triggers__type=trigger_type)
         .prefetch_related(
-            Prefetch("actions", queryset=annotated_actions),
+            action_prefetch,
             "triggers",
         )
         .order_by("order")

src/locale/en_US/LC_MESSAGES/django.po

@@ -2,7 +2,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: paperless-ngx\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-01-13 16:26+0000\n"
+"POT-Creation-Date: 2026-01-15 23:01+0000\n"
 "PO-Revision-Date: 2022-02-17 04:17\n"
 "Last-Translator: \n"
 "Language-Team: English\n"
@@ -89,7 +89,7 @@ msgstr ""
 msgid "Automatic"
 msgstr ""
 
-#: documents/models.py:64 documents/models.py:456 documents/models.py:1527
+#: documents/models.py:64 documents/models.py:456 documents/models.py:1529
 #: paperless_mail/models.py:23 paperless_mail/models.py:143
 msgid "name"
 msgstr ""
@@ -264,7 +264,7 @@ msgid "The position of this document in your physical document archive."
 msgstr ""
 
 #: documents/models.py:318 documents/models.py:700 documents/models.py:754
-#: documents/models.py:1570
+#: documents/models.py:1572
 msgid "document"
 msgstr ""
 
@@ -1047,179 +1047,180 @@ msgstr ""
 msgid "Workflow Action Type"
 msgstr ""
 
-#: documents/models.py:1299
-msgid "assign title"
-msgstr ""
-
-#: documents/models.py:1303
-msgid "Assign a document title, must  be a Jinja2 template, see documentation."
-msgstr ""
-
-#: documents/models.py:1311 paperless_mail/models.py:274
-msgid "assign this tag"
-msgstr ""
-
-#: documents/models.py:1320 paperless_mail/models.py:282
-msgid "assign this document type"
-msgstr ""
-
-#: documents/models.py:1329 paperless_mail/models.py:296
-msgid "assign this correspondent"
-msgstr ""
-
-#: documents/models.py:1338
-msgid "assign this storage path"
-msgstr ""
-
-#: documents/models.py:1347
-msgid "assign this owner"
-msgstr ""
-
-#: documents/models.py:1354
-msgid "grant view permissions to these users"
-msgstr ""
-
-#: documents/models.py:1361
-msgid "grant view permissions to these groups"
-msgstr ""
-
-#: documents/models.py:1368
-msgid "grant change permissions to these users"
-msgstr ""
-
-#: documents/models.py:1375
-msgid "grant change permissions to these groups"
-msgstr ""
-
-#: documents/models.py:1382
-msgid "assign these custom fields"
-msgstr ""
-
-#: documents/models.py:1386
-msgid "custom field values"
-msgstr ""
-
-#: documents/models.py:1390
-msgid "Optional values to assign to the custom fields."
-msgstr ""
-
-#: documents/models.py:1399
-msgid "remove these tag(s)"
-msgstr ""
-
-#: documents/models.py:1404
-msgid "remove all tags"
-msgstr ""
-
-#: documents/models.py:1411
-msgid "remove these document type(s)"
-msgstr ""
-
-#: documents/models.py:1416
-msgid "remove all document types"
-msgstr ""
-
-#: documents/models.py:1423
-msgid "remove these correspondent(s)"
-msgstr ""
-
-#: documents/models.py:1428
-msgid "remove all correspondents"
-msgstr ""
-
-#: documents/models.py:1435
-msgid "remove these storage path(s)"
-msgstr ""
-
-#: documents/models.py:1440
-msgid "remove all storage paths"
-msgstr ""
-
-#: documents/models.py:1447
-msgid "remove these owner(s)"
-msgstr ""
-
-#: documents/models.py:1452
-msgid "remove all owners"
-msgstr ""
-
-#: documents/models.py:1459
-msgid "remove view permissions for these users"
-msgstr ""
-
-#: documents/models.py:1466
-msgid "remove view permissions for these groups"
-msgstr ""
-
-#: documents/models.py:1473
-msgid "remove change permissions for these users"
-msgstr ""
-
-#: documents/models.py:1480
-msgid "remove change permissions for these groups"
-msgstr ""
-
-#: documents/models.py:1485
-msgid "remove all permissions"
-msgstr ""
-
-#: documents/models.py:1492
-msgid "remove these custom fields"
-msgstr ""
-
-#: documents/models.py:1497
-msgid "remove all custom fields"
-msgstr ""
-
-#: documents/models.py:1506
-msgid "email"
-msgstr ""
-
-#: documents/models.py:1515
-msgid "webhook"
-msgstr ""
-
-#: documents/models.py:1519
-msgid "workflow action"
-msgstr ""
-
-#: documents/models.py:1520
-msgid "workflow actions"
-msgstr ""
-
-#: documents/models.py:1529 paperless_mail/models.py:145
+#: documents/models.py:1298 documents/models.py:1531
+#: paperless_mail/models.py:145
 msgid "order"
 msgstr ""
 
-#: documents/models.py:1535
+#: documents/models.py:1301
+msgid "assign title"
+msgstr ""
+
+#: documents/models.py:1305
+msgid "Assign a document title, must  be a Jinja2 template, see documentation."
+msgstr ""
+
+#: documents/models.py:1313 paperless_mail/models.py:274
+msgid "assign this tag"
+msgstr ""
+
+#: documents/models.py:1322 paperless_mail/models.py:282
+msgid "assign this document type"
+msgstr ""
+
+#: documents/models.py:1331 paperless_mail/models.py:296
+msgid "assign this correspondent"
+msgstr ""
+
+#: documents/models.py:1340
+msgid "assign this storage path"
+msgstr ""
+
+#: documents/models.py:1349
+msgid "assign this owner"
+msgstr ""
+
+#: documents/models.py:1356
+msgid "grant view permissions to these users"
+msgstr ""
+
+#: documents/models.py:1363
+msgid "grant view permissions to these groups"
+msgstr ""
+
+#: documents/models.py:1370
+msgid "grant change permissions to these users"
+msgstr ""
+
+#: documents/models.py:1377
+msgid "grant change permissions to these groups"
+msgstr ""
+
+#: documents/models.py:1384
+msgid "assign these custom fields"
+msgstr ""
+
+#: documents/models.py:1388
+msgid "custom field values"
+msgstr ""
+
+#: documents/models.py:1392
+msgid "Optional values to assign to the custom fields."
+msgstr ""
+
+#: documents/models.py:1401
+msgid "remove these tag(s)"
+msgstr ""
+
+#: documents/models.py:1406
+msgid "remove all tags"
+msgstr ""
+
+#: documents/models.py:1413
+msgid "remove these document type(s)"
+msgstr ""
+
+#: documents/models.py:1418
+msgid "remove all document types"
+msgstr ""
+
+#: documents/models.py:1425
+msgid "remove these correspondent(s)"
+msgstr ""
+
+#: documents/models.py:1430
+msgid "remove all correspondents"
+msgstr ""
+
+#: documents/models.py:1437
+msgid "remove these storage path(s)"
+msgstr ""
+
+#: documents/models.py:1442
+msgid "remove all storage paths"
+msgstr ""
+
+#: documents/models.py:1449
+msgid "remove these owner(s)"
+msgstr ""
+
+#: documents/models.py:1454
+msgid "remove all owners"
+msgstr ""
+
+#: documents/models.py:1461
+msgid "remove view permissions for these users"
+msgstr ""
+
+#: documents/models.py:1468
+msgid "remove view permissions for these groups"
+msgstr ""
+
+#: documents/models.py:1475
+msgid "remove change permissions for these users"
+msgstr ""
+
+#: documents/models.py:1482
+msgid "remove change permissions for these groups"
+msgstr ""
+
+#: documents/models.py:1487
+msgid "remove all permissions"
+msgstr ""
+
+#: documents/models.py:1494
+msgid "remove these custom fields"
+msgstr ""
+
+#: documents/models.py:1499
+msgid "remove all custom fields"
+msgstr ""
+
+#: documents/models.py:1508
+msgid "email"
+msgstr ""
+
+#: documents/models.py:1517
+msgid "webhook"
+msgstr ""
+
+#: documents/models.py:1521
+msgid "workflow action"
+msgstr ""
+
+#: documents/models.py:1522
+msgid "workflow actions"
+msgstr ""
+
+#: documents/models.py:1537
 msgid "triggers"
 msgstr ""
 
-#: documents/models.py:1542
+#: documents/models.py:1544
 msgid "actions"
 msgstr ""
 
-#: documents/models.py:1545 paperless_mail/models.py:154
+#: documents/models.py:1547 paperless_mail/models.py:154
 msgid "enabled"
 msgstr ""
 
-#: documents/models.py:1556
+#: documents/models.py:1558
 msgid "workflow"
 msgstr ""
 
-#: documents/models.py:1560
+#: documents/models.py:1562
 msgid "workflow trigger type"
 msgstr ""
 
-#: documents/models.py:1574
+#: documents/models.py:1576
 msgid "date run"
 msgstr ""
 
-#: documents/models.py:1580
+#: documents/models.py:1582
 msgid "workflow run"
 msgstr ""
 
-#: documents/models.py:1581
+#: documents/models.py:1583
 msgid "workflow runs"
 msgstr ""
 

src/manage.py

@@ -3,7 +3,12 @@ import os
 import sys
 
 if __name__ == "__main__":
-    os.environ.setdefault("DJANGO_SETTINGS_MODULE", "paperless.settings")
+    try:
+        from paperless_migration.detect import choose_settings_module
+
+        os.environ.setdefault("DJANGO_SETTINGS_MODULE", choose_settings_module())
+    except Exception:
+        os.environ.setdefault("DJANGO_SETTINGS_MODULE", "paperless.settings")
 
     from django.core.management import execute_from_command_line
 

src/manage_migration.py

@@ -0,0 +1,13 @@
+#!/usr/bin/env python3
+import os
+import sys
+
+if __name__ == "__main__":
+    os.environ.setdefault(
+        "DJANGO_SETTINGS_MODULE",
+        "paperless_migration.settings",
+    )
+
+    from django.core.management import execute_from_command_line
+
+    execute_from_command_line(sys.argv)

src/paperless/asgi.py

@@ -1,12 +1,18 @@
 import os
 
+try:
+    from paperless_migration.detect import choose_settings_module
+
+    os.environ.setdefault("DJANGO_SETTINGS_MODULE", choose_settings_module())
+except Exception:
+    os.environ.setdefault("DJANGO_SETTINGS_MODULE", "paperless.settings")
+
 from django.core.asgi import get_asgi_application
 
 # Fetch Django ASGI application early to ensure AppRegistry is populated
 # before importing consumers and AuthMiddlewareStack that may import ORM
 # models.
 
-os.environ.setdefault("DJANGO_SETTINGS_MODULE", "paperless.settings")
 django_asgi_app = get_asgi_application()
 
 from channels.auth import AuthMiddlewareStack  # noqa: E402

src/paperless/migration_asgi.py

@@ -0,0 +1,7 @@
+import os
+
+from django.core.asgi import get_asgi_application
+
+os.environ.setdefault("DJANGO_SETTINGS_MODULE", "paperless_migration.settings")
+
+application = get_asgi_application()

src/paperless/version.py

@@ -1,6 +1,6 @@
 from typing import Final
 
-__version__: Final[tuple[int, int, int]] = (2, 20, 3)
+__version__: Final[tuple[int, int, int]] = (2, 20, 5)
 # Version string like X.Y.Z
 __full_version_str__: Final[str] = ".".join(map(str, __version__))
 # Version string like X.Y

src/paperless/wsgi.py

@@ -9,9 +9,14 @@ https://docs.djangoproject.com/en/1.10/howto/deployment/wsgi/
 
 import os
 
-from django.core.wsgi import get_wsgi_application
+try:
+    from paperless_migration.detect import choose_settings_module
 
-os.environ.setdefault("DJANGO_SETTINGS_MODULE", "paperless.settings")
+    os.environ.setdefault("DJANGO_SETTINGS_MODULE", choose_settings_module())
+except Exception:
+    os.environ.setdefault("DJANGO_SETTINGS_MODULE", "paperless.settings")
+
+from django.core.wsgi import get_wsgi_application
 
 application = get_wsgi_application()
 

src/paperless_ai/client.py

@@ -23,7 +23,7 @@ class AIClient:
     def get_llm(self) -> Ollama | OpenAI:
         if self.settings.llm_backend == "ollama":
             return Ollama(
-                model=self.settings.llm_model or "llama3",
+                model=self.settings.llm_model or "llama3.1",
                 base_url=self.settings.llm_endpoint or "http://localhost:11434",
                 request_timeout=120,
             )
@@ -52,7 +52,7 @@ class AIClient:
         )
         tool_calls = self.llm.get_tool_calls_from_response(
             result,
-            error_on_no_tool_calls=True,
+            error_on_no_tool_call=True,
         )
         logger.debug("LLM query result: %s", tool_calls)
         parsed = DocumentClassifierSchema(**tool_calls[0].tool_kwargs)

src/paperless_ai/tests/test_chat.py

@@ -11,14 +11,12 @@ from paperless_ai.chat import stream_chat_with_documents
 @pytest.fixture(autouse=True)
 def patch_embed_model():
     from llama_index.core import settings as llama_settings
+    from llama_index.core.embeddings.mock_embed_model import MockEmbedding
 
-    mock_embed_model = MagicMock()
-    mock_embed_model._get_text_embedding_batch.return_value = [
-        [0.1] * 1536,
-    ]  # 1 vector per input
-    llama_settings.Settings._embed_model = mock_embed_model
+    # Use a real BaseEmbedding subclass to satisfy llama-index 0.14 validation
+    llama_settings.Settings.embed_model = MockEmbedding(embed_dim=1536)
     yield
-    llama_settings.Settings._embed_model = None
+    llama_settings.Settings.embed_model = None
 
 
 @pytest.fixture(autouse=True)

src/paperless_migration/apps.py

@@ -0,0 +1,6 @@
+from django.apps import AppConfig
+
+
+class PaperlessMigrationConfig(AppConfig):
+    default_auto_field = "django.db.models.BigAutoField"
+    name = "paperless_migration"

src/paperless_migration/detect.py

@@ -0,0 +1,150 @@
+"""Lightweight detection to decide if we should boot migration mode."""
+
+from __future__ import annotations
+
+import logging
+import os
+import sqlite3
+from pathlib import Path
+from typing import Any
+
+logger = logging.getLogger(__name__)
+
+BASE_DIR = Path(__file__).resolve().parent.parent
+
+_DOC_EXISTS_QUERY = "SELECT 1 FROM documents_document LIMIT 1;"
+
+
+def _get_db_config() -> dict[str, Any]:
+    data_dir = Path(os.getenv("PAPERLESS_DATA_DIR", BASE_DIR.parent / "data")).resolve()
+    if not os.getenv("PAPERLESS_DBHOST"):
+        return {
+            "ENGINE": "sqlite",
+            "NAME": data_dir / "db.sqlite3",
+        }
+
+    engine = "mariadb" if os.getenv("PAPERLESS_DBENGINE") == "mariadb" else "postgres"
+    cfg = {
+        "ENGINE": engine,
+        "HOST": os.getenv("PAPERLESS_DBHOST"),
+        "PORT": os.getenv("PAPERLESS_DBPORT"),
+        "NAME": os.getenv("PAPERLESS_DBNAME", "paperless"),
+        "USER": os.getenv("PAPERLESS_DBUSER", "paperless"),
+        "PASSWORD": os.getenv("PAPERLESS_DBPASS", "paperless"),
+    }
+    return cfg
+
+
+def _probe_sqlite(path: Path) -> bool:
+    if not path.exists():
+        return False
+    try:
+        conn = sqlite3.connect(path, timeout=1)
+        cur = conn.cursor()
+        cur.execute(_DOC_EXISTS_QUERY)
+        cur.fetchone()
+        return True
+    except sqlite3.Error:
+        return False
+    finally:
+        try:
+            conn.close()
+        except Exception:
+            pass
+
+
+def _probe_postgres(cfg: dict[str, Any]) -> bool:
+    try:
+        import psycopg
+    except ImportError:  # pragma: no cover
+        logger.debug("psycopg not installed; skipping postgres probe")
+        return False
+
+    try:
+        conn = psycopg.connect(
+            host=cfg["HOST"],
+            port=cfg["PORT"],
+            dbname=cfg["NAME"],
+            user=cfg["USER"],
+            password=cfg["PASSWORD"],
+            connect_timeout=2,
+        )
+        with conn, conn.cursor() as cur:
+            cur.execute(_DOC_EXISTS_QUERY)
+            cur.fetchone()
+        return True
+    except Exception:
+        return False
+    finally:
+        try:
+            conn.close()
+        except Exception:
+            pass
+
+
+def _probe_mariadb(cfg: dict[str, Any]) -> bool:
+    try:
+        import MySQLdb  # type: ignore
+    except ImportError:  # pragma: no cover
+        logger.debug("mysqlclient not installed; skipping mariadb probe")
+        return False
+
+    try:
+        conn = MySQLdb.connect(
+            host=cfg["HOST"],
+            port=int(cfg["PORT"] or 3306),
+            user=cfg["USER"],
+            passwd=cfg["PASSWORD"],
+            db=cfg["NAME"],
+            connect_timeout=2,
+        )
+        cur = conn.cursor()
+        cur.execute("SELECT 1 FROM documents_document LIMIT 1;")
+        cur.fetchone()
+        return True
+    except Exception:
+        return False
+    finally:
+        try:
+            conn.close()
+        except Exception:
+            pass
+
+
+def is_v2_database() -> bool:
+    cfg = _get_db_config()
+    if cfg["ENGINE"] == "sqlite":
+        return _probe_sqlite(cfg["NAME"])
+    if cfg["ENGINE"] == "postgres":
+        return _probe_postgres(cfg)
+    if cfg["ENGINE"] == "mariadb":
+        return _probe_mariadb(cfg)
+    return False
+
+
+def choose_settings_module() -> str:
+    # ENV override
+    toggle = os.getenv("PAPERLESS_MIGRATION_MODE")
+    if toggle is not None:
+        chosen = (
+            "paperless_migration.settings"
+            if str(toggle).lower() in ("1", "true", "yes", "on")
+            else "paperless.settings"
+        )
+        os.environ["PAPERLESS_MIGRATION_MODE"] = "1" if "migration" in chosen else "0"
+        return chosen
+
+    # Auto-detect via DB probe
+    if is_v2_database():
+        logger.warning("Detected v2 schema; booting migration mode.")
+        os.environ["PAPERLESS_MIGRATION_MODE"] = "1"
+        return "paperless_migration.settings"
+
+    os.environ["PAPERLESS_MIGRATION_MODE"] = "0"
+    return "paperless.settings"
+
+
+if __name__ == "__main__":  # pragma: no cover
+    logger.info(
+        "v2 database detected" if is_v2_database() else "v2 database not detected",
+    )

src/paperless_migration/scripts/transform.py

@@ -0,0 +1,158 @@
+# /// script
+# dependencies = [
+#   "rich",
+#   "ijson",
+#   "typer-slim",
+# ]
+# ///
+
+import json
+import time
+from collections import Counter
+from collections.abc import Callable
+from pathlib import Path
+from typing import Any
+from typing import TypedDict
+
+import typer
+from rich.console import Console
+from rich.progress import BarColumn
+from rich.progress import Progress
+from rich.progress import SpinnerColumn
+from rich.progress import TextColumn
+from rich.progress import TimeElapsedColumn
+from rich.table import Table
+
+try:
+    import ijson  # type: ignore
+except ImportError as exc:  # pragma: no cover - handled at runtime
+    raise SystemExit(
+        "ijson is required for migration transform. "
+        "Install dependencies (e.g., `uv pip install ijson`).",
+    ) from exc
+
+app = typer.Typer(add_completion=False)
+console = Console()
+
+
+class FixtureObject(TypedDict):
+    model: str
+    pk: int
+    fields: dict[str, Any]
+
+
+TransformFn = Callable[[FixtureObject], FixtureObject]
+
+
+def transform_documents_document(obj: FixtureObject) -> FixtureObject:
+    fields: dict[str, Any] = obj["fields"]
+    fields.pop("storage_type", None)
+    content: Any = fields.get("content")
+    fields["content_length"] = len(content) if isinstance(content, str) else 0
+    return obj
+
+
+TRANSFORMS: dict[str, TransformFn] = {
+    "documents.document": transform_documents_document,
+}
+
+
+def validate_output(value: Path) -> Path:
+    if value.exists():
+        raise typer.BadParameter(f"Output file '{value}' already exists.")
+    return value
+
+
+@app.command()
+def migrate(
+    input_path: Path = typer.Option(
+        ...,
+        "--input",
+        "-i",
+        exists=True,
+        file_okay=True,
+        dir_okay=False,
+        readable=True,
+    ),
+    output_path: Path = typer.Option(
+        ...,
+        "--output",
+        "-o",
+        callback=validate_output,
+    ),
+) -> None:
+    """
+    Process JSON fixtures with detailed summary and timing.
+    """
+    if input_path.resolve() == output_path.resolve():
+        console.print(
+            "[bold red]Error:[/bold red] Input and output paths cannot be the same file.",
+        )
+        raise typer.Exit(code=1)
+
+    stats: Counter[str] = Counter()
+    total_processed: int = 0
+    start_time: float = time.perf_counter()
+
+    progress = Progress(
+        SpinnerColumn(),
+        TextColumn("[bold blue]{task.description}"),
+        BarColumn(),
+        TextColumn("{task.completed:,} rows"),
+        TimeElapsedColumn(),
+        console=console,
+    )
+
+    with (
+        progress,
+        input_path.open("rb") as infile,
+        output_path.open("w", encoding="utf-8") as outfile,
+    ):
+        task = progress.add_task("Processing fixture", start=True)
+        outfile.write("[\n")
+        first: bool = True
+
+        for i, obj in enumerate(ijson.items(infile, "item")):
+            fixture: FixtureObject = obj
+            model: str = fixture["model"]
+            total_processed += 1
+
+            transform: TransformFn | None = TRANSFORMS.get(model)
+            if transform:
+                fixture = transform(fixture)
+                stats[model] += 1
+
+            if not first:
+                outfile.write(",\n")
+            first = False
+
+            json.dump(fixture, outfile, ensure_ascii=False)
+            progress.advance(task, 1)
+
+        outfile.write("\n]\n")
+
+    end_time: float = time.perf_counter()
+    duration: float = end_time - start_time
+
+    # Final Statistics Table
+    console.print("\n[bold green]Processing Complete[/bold green]")
+
+    table = Table(show_header=True, header_style="bold magenta")
+    table.add_column("Metric", style="dim")
+    table.add_column("Value", justify="right")
+
+    table.add_row("Total Time", f"{duration:.2f} seconds")
+    table.add_row("Total Processed", f"{total_processed:,} rows")
+    table.add_row(
+        "Processing Speed",
+        f"{total_processed / duration:.0f} rows/sec" if duration > 0 else "N/A",
+    )
+
+    for model, count in stats.items():
+        table.add_row(f"Transformed: {model}", f"{count:,}")
+
+    console.print(table)
+
+
+if __name__ == "__main__":
+    app()

src/paperless_migration/scripts/wipe_db.py

@@ -0,0 +1,61 @@
+import django
+from django.apps import apps
+from django.db import connection
+from django.db.migrations.recorder import MigrationRecorder
+
+
+def _target_tables() -> list[str]:
+    tables = {
+        model._meta.db_table for model in apps.get_models(include_auto_created=True)
+    }
+    tables.add(MigrationRecorder.Migration._meta.db_table)
+    existing = set(connection.introspection.table_names())
+    return sorted(tables & existing)
+
+
+def _drop_sqlite_tables() -> None:
+    tables = _target_tables()
+    with connection.cursor() as cursor:
+        cursor.execute("PRAGMA foreign_keys=OFF;")
+        for table in tables:
+            cursor.execute(f'DROP TABLE IF EXISTS "{table}";')
+        cursor.execute("PRAGMA foreign_keys=ON;")
+
+
+def _drop_postgres_tables() -> None:
+    tables = _target_tables()
+    if not tables:
+        return
+    with connection.cursor() as cursor:
+        for table in tables:
+            cursor.execute(f'DROP TABLE IF EXISTS "{table}" CASCADE;')
+
+
+def _drop_mysql_tables() -> None:
+    tables = _target_tables()
+    with connection.cursor() as cursor:
+        cursor.execute("SET FOREIGN_KEY_CHECKS=0;")
+        for table in tables:
+            cursor.execute(f"DROP TABLE IF EXISTS `{table}`;")
+        cursor.execute("SET FOREIGN_KEY_CHECKS=1;")
+
+
+def main() -> None:
+    django.setup()
+    vendor = connection.vendor
+    print(f"Wiping database for {vendor}...")  # noqa: T201
+
+    if vendor == "sqlite":
+        _drop_sqlite_tables()
+    elif vendor == "postgresql":
+        _drop_postgres_tables()
+    elif vendor == "mysql":
+        _drop_mysql_tables()
+    else:
+        raise SystemExit(f"Unsupported database vendor: {vendor}")
+
+    print("Database wipe complete.")  # noqa: T201
+
+
+if __name__ == "__main__":
+    main()

src/paperless_migration/settings.py

@@ -0,0 +1,217 @@
+"""Settings for migration-mode Django instance."""
+
+from __future__ import annotations
+
+import logging
+import os
+import secrets
+from pathlib import Path
+from typing import Any
+
+from dotenv import load_dotenv
+
+BASE_DIR = Path(__file__).resolve().parent.parent
+
+DEBUG = os.getenv("PAPERLESS_DEBUG", "false").lower() == "true"
+
+ALLOWED_HOSTS = ["*"]
+
+# Tap paperless.conf if it's available
+for path in [
+    os.getenv("PAPERLESS_CONFIGURATION_PATH"),
+    "../paperless.conf",
+    "/etc/paperless.conf",
+    "/usr/local/etc/paperless.conf",
+]:
+    if path and Path(path).exists():
+        load_dotenv(path)
+        break
+
+
+def __get_path(
+    key: str,
+    default: str | Path,
+) -> Path:
+    if key in os.environ:
+        return Path(os.environ[key]).resolve()
+    return Path(default).resolve()
+
+
+DATA_DIR = __get_path("PAPERLESS_DATA_DIR", BASE_DIR.parent / "data")
+EXPORT_DIR = __get_path("PAPERLESS_EXPORT_DIR", BASE_DIR.parent / "export")
+
+
+def _parse_db_settings() -> dict[str, dict[str, Any]]:
+    databases: dict[str, dict[str, Any]] = {
+        "default": {
+            "ENGINE": "django.db.backends.sqlite3",
+            "NAME": DATA_DIR / "db.sqlite3",
+            "OPTIONS": {},
+        },
+    }
+    if os.getenv("PAPERLESS_DBHOST"):
+        databases["sqlite"] = databases["default"].copy()
+        databases["default"] = {
+            "HOST": os.getenv("PAPERLESS_DBHOST"),
+            "NAME": os.getenv("PAPERLESS_DBNAME", "paperless"),
+            "USER": os.getenv("PAPERLESS_DBUSER", "paperless"),
+            "PASSWORD": os.getenv("PAPERLESS_DBPASS", "paperless"),
+            "OPTIONS": {},
+        }
+        if os.getenv("PAPERLESS_DBPORT"):
+            databases["default"]["PORT"] = os.getenv("PAPERLESS_DBPORT")
+
+        if os.getenv("PAPERLESS_DBENGINE") == "mariadb":
+            engine = "django.db.backends.mysql"
+            options = {
+                "read_default_file": "/etc/mysql/my.cnf",
+                "charset": "utf8mb4",
+                "ssl_mode": os.getenv("PAPERLESS_DBSSLMODE", "PREFERRED"),
+                "ssl": {
+                    "ca": os.getenv("PAPERLESS_DBSSLROOTCERT"),
+                    "cert": os.getenv("PAPERLESS_DBSSLCERT"),
+                    "key": os.getenv("PAPERLESS_DBSSLKEY"),
+                },
+            }
+        else:
+            engine = "django.db.backends.postgresql"
+            options = {
+                "sslmode": os.getenv("PAPERLESS_DBSSLMODE", "prefer"),
+                "sslrootcert": os.getenv("PAPERLESS_DBSSLROOTCERT"),
+                "sslcert": os.getenv("PAPERLESS_DBSSLCERT"),
+                "sslkey": os.getenv("PAPERLESS_DBSSLKEY"),
+            }
+
+        databases["default"]["ENGINE"] = engine
+        databases["default"]["OPTIONS"].update(options)
+
+    if os.getenv("PAPERLESS_DB_TIMEOUT") is not None:
+        timeout = int(os.getenv("PAPERLESS_DB_TIMEOUT"))
+        if databases["default"]["ENGINE"] == "django.db.backends.sqlite3":
+            databases["default"]["OPTIONS"].update({"timeout": timeout})
+        else:
+            databases["default"]["OPTIONS"].update({"connect_timeout": timeout})
+            databases["sqlite"]["OPTIONS"].update({"timeout": timeout})
+    return databases
+
+
+DATABASES = _parse_db_settings()
+
+SECRET_KEY = os.getenv(
+    "PAPERLESS_SECRET_KEY",
+)
+
+AUTH_PASSWORD_VALIDATORS = [
+    {
+        "NAME": "django.contrib.auth.password_validation.UserAttributeSimilarityValidator",
+    },
+    {
+        "NAME": "django.contrib.auth.password_validation.MinimumLengthValidator",
+    },
+    {
+        "NAME": "django.contrib.auth.password_validation.CommonPasswordValidator",
+    },
+    {
+        "NAME": "django.contrib.auth.password_validation.NumericPasswordValidator",
+    },
+]
+
+LANGUAGE_CODE = "en-us"
+TIME_ZONE = "UTC"
+USE_I18N = True
+USE_TZ = True
+CSRF_TRUSTED_ORIGINS: list[str] = []
+
+INSTALLED_APPS = [
+    "django.contrib.auth",
+    "django.contrib.contenttypes",
+    "django.contrib.sessions",
+    "django.contrib.messages",
+    "django.contrib.staticfiles",
+    "allauth",
+    "allauth.account",
+    "allauth.socialaccount",
+    "allauth.mfa",
+    "paperless_migration",
+]
+
+MIDDLEWARE = [
+    "django.middleware.security.SecurityMiddleware",
+    "django.contrib.sessions.middleware.SessionMiddleware",
+    "django.middleware.common.CommonMiddleware",
+    "django.middleware.csrf.CsrfViewMiddleware",
+    "django.contrib.auth.middleware.AuthenticationMiddleware",
+    "django.contrib.messages.middleware.MessageMiddleware",
+    "django.middleware.clickjacking.XFrameOptionsMiddleware",
+    "allauth.account.middleware.AccountMiddleware",
+]
+
+ROOT_URLCONF = "paperless_migration.urls"
+
+TEMPLATES = [
+    {
+        "BACKEND": "django.template.backends.django.DjangoTemplates",
+        "DIRS": [
+            BASE_DIR / "paperless_migration" / "templates",
+            BASE_DIR / "documents" / "templates",
+        ],
+        "APP_DIRS": True,
+        "OPTIONS": {
+            "context_processors": [
+                "django.template.context_processors.request",
+                "django.contrib.auth.context_processors.auth",
+                "django.contrib.messages.context_processors.messages",
+            ],
+        },
+    },
+]
+
+WSGI_APPLICATION = "paperless_migration.wsgi.application"
+
+AUTHENTICATION_BACKENDS = [
+    "django.contrib.auth.backends.ModelBackend",
+    "allauth.account.auth_backends.AuthenticationBackend",
+]
+
+STATIC_URL = "/static/"
+STATICFILES_DIRS = [
+    BASE_DIR / ".." / "static",
+    BASE_DIR / "static",
+    BASE_DIR / "documents" / "static",
+]
+
+DEFAULT_AUTO_FIELD = "django.db.models.BigAutoField"
+
+LOGIN_URL = "/accounts/login/"
+LOGIN_REDIRECT_URL = "/migration/"
+LOGOUT_REDIRECT_URL = "/accounts/login/?loggedout=1"
+
+ACCOUNT_ADAPTER = "allauth.account.adapter.DefaultAccountAdapter"
+ACCOUNT_AUTHENTICATED_LOGIN_REDIRECTS = False
+SOCIALACCOUNT_ADAPTER = "allauth.socialaccount.adapter.DefaultSocialAccountAdapter"
+SOCIALACCOUNT_ENABLED = False
+
+SESSION_ENGINE = "django.contrib.sessions.backends.db"
+
+MIGRATION_EXPORT_PATH = __get_path(
+    "PAPERLESS_MIGRATION_EXPORT_PATH",
+    EXPORT_DIR / "manifest.json",
+)
+MIGRATION_TRANSFORMED_PATH = __get_path(
+    "PAPERLESS_MIGRATION_TRANSFORMED_PATH",
+    EXPORT_DIR / "manifest.v3.json",
+)
+MIGRATION_IMPORTED_PATH = Path(EXPORT_DIR / "import.completed").resolve()
+
+# One-time access code required for migration logins; stable across autoreload
+_code = os.getenv("PAPERLESS_MIGRATION_ACCESS_CODE")
+if not _code:
+    _code = secrets.token_urlsafe(12)
+    os.environ["PAPERLESS_MIGRATION_ACCESS_CODE"] = _code
+MIGRATION_ACCESS_CODE = _code
+if os.environ.get("PAPERLESS_MIGRATION_CODE_LOGGED") != "1":
+    logging.getLogger(__name__).warning(
+        "Migration one-time access code: %s",
+        MIGRATION_ACCESS_CODE,
+    )
+    os.environ["PAPERLESS_MIGRATION_CODE_LOGGED"] = "1"

src/paperless_migration/templates/account/login.html

@@ -0,0 +1,77 @@
+{% load i18n static %}
+<!doctype html>
+<html lang="en">
+  <head>
+    <meta charset="utf-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
+    <meta name="author" content="Paperless-ngx project and contributors">
+    <meta name="robots" content="noindex,nofollow">
+    <meta name="color-scheme" content="light">
+    <title>{% translate "Paperless-ngx sign in" %}</title>
+    <link href="{% static 'bootstrap.min.css' %}" rel="stylesheet">
+    <link href="{% static 'base.css' %}" rel="stylesheet">
+    <style>
+      :root, body, .form-control, .form-floating {
+        color-scheme: light;
+        --bs-body-bg: #f5f5f5;
+        --bs-body-color: #212529;
+        --bs-body-color-rgb: 33, 37, 41;
+        --bs-border-color: #dee2e6;
+        --bs-link-color: #17541f;
+        --bs-link-color-rgb: 23, 84, 31;
+      }
+      @media (prefers-color-scheme: dark) { :root { color-scheme: light; } }
+      body {
+        min-height: 100vh;
+        background:
+          radial-gradient(circle at 20% 20%, #eef5ef, #f7fbf7),
+          linear-gradient(120deg, rgba(23, 84, 31, 0.05) 0%, rgba(0,0,0,0) 30%),
+          linear-gradient(300deg, rgba(15, 54, 20, 0.06) 0%, rgba(0,0,0,0) 40%);
+      }
+    </style>
+  </head>
+  <body class="d-flex align-items-center justify-content-center text-center p-3">
+    <main class="w-100" style="max-width: 360px;">
+      <form class="form-accounts p-4 rounded-4" id="form-account" method="post">
+        {% csrf_token %}
+        {% include "paperless-ngx/snippets/svg_logo.html" with extra_attrs="width='240' class='logo mb-3'" %}
+				<p class="text-uppercase fw-semibold mb-1 text-secondary small" style="letter-spacing: 0.12rem;">{% translate "Migration Mode" %}</p>
+
+        {% for message in messages %}
+          <div class="alert alert-{{ message.level_tag }} mb-2" role="alert">{{ message }}</div>
+        {% endfor %}
+
+        <p class="mb-3">{% translate "Login with a superuser account to proceed." %}</p>
+
+        {% if form.errors %}
+          <div class="alert alert-danger" role="alert">
+            {% for field, errors in form.errors.items %}
+              {% for error in errors %}
+                {{ error }}
+              {% endfor %}
+            {% endfor %}
+          </div>
+        {% endif %}
+
+        {% translate "Username" as i18n_username %}
+        {% translate "Password" as i18n_password %}
+        <div class="form-floating form-stacked-top">
+          <input type="text" name="login" id="inputUsername" placeholder="{{ i18n_username }}" class="form-control" autocorrect="off" autocapitalize="none" required autofocus>
+          <label for="inputUsername">{{ i18n_username }}</label>
+        </div>
+        <div class="form-floating form-stacked-middle">
+          <input type="password" name="password" id="inputPassword" placeholder="{{ i18n_password }}" class="form-control" required>
+          <label for="inputPassword">{{ i18n_password }}</label>
+        </div>
+        <div class="form-floating form-stacked-bottom">
+          <input type="text" name="code" id="inputCode" placeholder="One-time code" class="form-control" required>
+          <label for="inputCode">One-time code</label>
+        </div>
+				<p class="mt-2 small fst-italic">{% translate "Code can be found in the startup logs." %}</p>
+        <div class="d-grid mt-3">
+          <button class="btn btn-lg btn-primary" type="submit">{% translate "Sign in" %}</button>
+        </div>
+      </form>
+    </main>
+  </body>
+</html>

src/paperless_migration/templates/paperless_migration/migration_home.html

@@ -0,0 +1,318 @@
+<!doctype html>
+{% load static %}
+<html lang="en">
+  <head>
+    <meta charset="utf-8" />
+    <meta name="viewport" content="width=device-width, initial-scale=1" />
+    <title>Paperless-ngx Migration Mode</title>
+    <link rel="stylesheet" href="{% static 'bootstrap.min.css' %}" />
+    <link rel="stylesheet" href="{% static 'base.css' %}" />
+    <style>
+      :root, .form-control {
+        color-scheme: light;
+        --bs-body-bg: #f5f5f5;
+        --bs-body-color: #212529;
+        --bs-body-color-rgb: 33, 37, 41;
+        --bs-border-color: #dee2e6;
+        --bs-link-color: var(--pngx-primary);
+        --bs-link-color-rgb: 23, 84, 31;
+			}
+      @media (prefers-color-scheme: dark) { :root { color-scheme: light; } }
+
+			.btn-primary:disabled {
+				--bs-btn-disabled-bg: #4d7352;
+				--bs-btn-disabled-border-color: #4d7352;
+      }
+
+      body {
+        background:
+          radial-gradient(circle at 20% 20%, #eef5ef, #f7fbf7),
+          linear-gradient(120deg, rgba(23, 84, 31, 0.05) 0%, rgba(0,0,0,0) 30%),
+          linear-gradient(300deg, rgba(15, 54, 20, 0.06) 0%, rgba(0,0,0,0) 40%);
+        min-height: 100vh;
+      }
+
+			svg.logo .text {
+				fill: #161616 !important;
+			}
+
+      .hero-card,
+      .card-step {
+        background: #fff;
+        backdrop-filter: blur(6px);
+        border: 1px solid rgba(23, 84, 31, 0.08);
+        box-shadow: 0 16px 40px rgba(0, 0, 0, 0.06);
+        border-radius: 18px;
+      }
+
+      .status-dot {
+        width: 10px;
+        height: 10px;
+        border-radius: 50%;
+        display: inline-block;
+      }
+
+      .card-step {
+        border-radius: 16px;
+        transition: transform 0.15s ease, box-shadow 0.15s ease;
+      }
+
+      .card-step.done-step {
+        opacity: 0.4;
+      }
+
+      .path-pill {
+        background: rgba(23, 84, 31, 0.08);
+        color: var(--bs-body-color);
+        border-radius: 12px;
+        padding: 0.4rem 0.75rem;
+        font-size: 0.9rem;
+      }
+
+      .step-rail {
+        position: relative;
+        height: 4px;
+        background: rgba(23, 84, 31, 0.12);
+        border-radius: 999px;
+      }
+
+      .step-rail .fill {
+        position: absolute;
+        left: 0;
+        top: 0;
+        bottom: 0;
+        width: calc({{ export_exists|yesno:'33,0' }}% + {{ transformed_exists|yesno:'33,0' }}% + {{ imported_exists|yesno:'34,0' }}%);
+        max-width: 100%;
+        background: linear-gradient(90deg, #17541f, #2c7a3c);
+        border-radius: 999px;
+        transition: width 0.3s ease;
+      }
+
+      .step-chip {
+        width: 38px;
+        height: 38px;
+        border-radius: 50%;
+        display: grid;
+        place-items: center;
+        font-weight: 700;
+        background: #fff;
+        border: 2px solid rgba(23, 84, 31, 0.25);
+        color: #17541f;
+        box-shadow: 0 4px 12px rgba(0, 0, 0, 0.08);
+      }
+
+      .step-chip.done {
+        background: #17541f;
+        color: #fff;
+        border-color: #17541f;
+      }
+    </style>
+  </head>
+  <body class="pb-4">
+    <div class="container py-4">
+      <div class="row justify-content-center mb-4">
+        <div class="col-lg-9">
+          <div class="hero-card p-4">
+            <div class="d-flex flex-wrap align-items-center justify-content-between gap-3">
+              <div class="d-flex align-items-center gap-3">
+                {% include "paperless-ngx/snippets/svg_logo.html" with extra_attrs="width='280' class='logo'" %}
+                <div class="ps-2">
+                  <p class="text-uppercase fw-semibold mb-1 text-secondary" style="letter-spacing: 0.12rem;">Migration Mode</p>
+                  <h1 class="h3 mb-2 text-primary">Paperless-ngx v2 → v3</h1>
+                  <p class="text-muted mb-0">Migrate your data from Paperless-ngx version 2 to version 3.</p>
+                </div>
+              </div>
+              <div class="text-end">
+                <span class="badge bg-success-subtle text-success border border-success-subtle px-3 py-2">Online</span>
+              </div>
+            </div>
+            <div class="mt-4">
+              <div class="d-flex justify-content-between align-items-center mb-2">
+                <div class="d-flex align-items-center gap-2">
+                  <span class="step-chip {% if export_exists %}done{% endif %}">1</span>
+                  <div>
+                    <div class="fw-semibold mb-0">Export</div>
+                    <small class="text-muted">v2 data</small>
+                  </div>
+                </div>
+                <div class="d-flex align-items-center gap-2">
+                  <span class="step-chip {% if transformed_exists %}done{% endif %}">2</span>
+                  <div>
+                    <div class="fw-semibold mb-0">Transform</div>
+                    <small class="text-muted">to v3 schema</small>
+                  </div>
+                </div>
+                <div class="d-flex align-items-center gap-2">
+                  <span class="step-chip {% if imported_exists %}done{% endif %}">3</span>
+                  <div>
+                    <div class="fw-semibold mb-0">Import</div>
+                    <small class="text-muted">into v3</small>
+                  </div>
+                </div>
+              </div>
+              <div class="step-rail">
+                <div class="fill"></div>
+              </div>
+            </div>
+            {% if messages %}
+              <div class="mt-4">
+                {% for message in messages %}
+                  <div class="alert alert-{{ message.level_tag }} mb-2" role="alert">{{ message }}</div>
+                {% endfor %}
+              </div>
+            {% endif %}
+            <div class="row g-3 mt-2">
+              <div class="col-md-6">
+                <div class="d-flex align-items-center gap-2">
+                  <span class="status-dot bg-{{ export_exists|yesno:'success,danger' }}"></span>
+                  <div>
+                    <div class="fw-semibold">Export file</div>
+                    <div class="small text-muted">{{ export_exists|yesno:"Ready,Missing" }}</div>
+                  </div>
+                </div>
+                <div class="path-pill mt-2 text-truncate" title="{{ export_path }}">{{ export_path }}</div>
+              </div>
+              <div class="col-md-6">
+                <div class="d-flex align-items-center gap-2">
+                  <span class="status-dot bg-{{ transformed_exists|yesno:'success,warning' }}"></span>
+                  <div>
+                    <div class="fw-semibold">Transformed file</div>
+                    <div class="small text-muted">{{ transformed_exists|yesno:"Ready,Pending" }}</div>
+                  </div>
+                </div>
+                <div class="path-pill mt-2 text-truncate" title="{{ transformed_path }}">{{ transformed_path }}</div>
+              </div>
+            </div>
+          </div>
+      </div>
+    </div>
+
+      <div class="row gy-4 justify-content-center">
+        <div class="col-lg-3 col-md-4">
+          <div class="card card-step h-100 {% if export_exists %}done-step{% endif %}">
+            <div class="card-body d-flex flex-column gap-3">
+              <div>
+                <p class="text-uppercase text-muted mb-1 fw-semibold" style="letter-spacing: 0.08rem;">Step 1</p>
+                <h3 class="h5 mb-1">Export (v2)</h3>
+                <p class="small text-muted mb-0">Generate and upload the v2 export file.</p>
+              </div>
+              <div class="mt-auto d-grid gap-2">
+                <form method="post" enctype="multipart/form-data" class="d-flex gap-2 align-items-center">
+                  {% csrf_token %}
+                  <input class="form-control form-control-sm" type="file" name="export_file" accept=".json" {% if export_exists %}disabled{% endif %} required>
+                  <button class="btn btn-outline-secondary btn-sm" type="submit" name="action" value="upload" {% if export_exists %}disabled aria-disabled="true"{% endif %}>Upload</button>
+                </form>
+                <form method="post">
+                  {% csrf_token %}
+                  <button class="btn btn-primary w-100" type="submit" name="action" value="check" {% if export_exists %}disabled aria-disabled="true"{% endif %}>Re-check export</button>
+                </form>
+              </div>
+            </div>
+          </div>
+        </div>
+
+        <div class="col-lg-3 col-md-4">
+          <div class="card card-step h-100 {% if transformed_exists %}done-step{% endif %}">
+            <div class="card-body d-flex flex-column gap-3">
+              <div>
+                <p class="text-uppercase text-muted mb-1 fw-semibold" style="letter-spacing: 0.08rem;">Step 2</p>
+                <h3 class="h5 mb-1">Transform</h3>
+                <p class="small text-muted mb-0">Convert the export into the v3-ready structure.</p>
+              </div>
+              <div class="mt-auto">
+                <form method="post">
+                  {% csrf_token %}
+                  <button
+                    class="btn btn-outline-primary w-100"
+                    type="submit"
+                    name="action"
+                    value="transform"
+                    {% if not export_exists or transformed_exists %}disabled aria-disabled="true"{% endif %}
+                  >
+                    Transform export
+                  </button>
+                </form>
+              </div>
+            </div>
+          </div>
+        </div>
+
+        <div class="col-lg-3 col-md-4">
+          <div class="card card-step h-100 {% if imported_exists %}done-step{% endif %}">
+            <div class="card-body d-flex flex-column gap-3">
+              <div>
+                <p class="text-uppercase text-muted mb-1 fw-semibold" style="letter-spacing: 0.08rem;">Step 3</p>
+                <h3 class="h5 mb-1">Import (v3)</h3>
+                <p class="small text-muted mb-0">Load the transformed data into your v3 instance.</p>
+              </div>
+              <div class="mt-auto">
+                <form method="post">
+                  {% csrf_token %}
+                  <button
+                    class="btn btn-outline-secondary w-100"
+                    type="submit"
+                    name="action"
+                    value="import"
+                    {% if not transformed_exists or imported_exists %}disabled aria-disabled="true"{% endif %}
+                  >
+                    Import transformed data
+                  </button>
+                </form>
+              </div>
+            </div>
+          </div>
+        </div>
+      </div>
+
+      <div class="row justify-content-center mt-4">
+        <div class="col-lg-9">
+          {% if not export_exists %}
+            <div class="alert alert-info mb-3">
+              <div class="fw-semibold mb-1">Export file not found</div>
+              <div class="small">
+                Run the v2 export from your Paperless instance, e.g.:
+                <code>docker run --rm ghcr.io/paperless-ngx/paperless-ngx:2.20.6 document_exporter --data-only</code>
+                (see <a href="https://docs.paperless-ngx.com/administration/#exporter" target="_blank" rel="noopener noreferrer">documentation</a>). Once the <code>manifest.json</code> is in-place, upload it or (especially for larger files) place it directly at the expected location and click “Re-check export”.
+								<p class="mt-2 mb-0 text-danger fst-italic">⚠️ The export must be generated with version Paperless-ngx v2.20.6</p>
+              </div>
+            </div>
+          {% endif %}
+          <div class="card card-step">
+            <div class="card-body">
+              <div class="d-flex justify-content-between align-items-center mb-2">
+                <div class="fw-semibold">Migration console</div>
+                <span class="badge bg-secondary-subtle text-secondary border border-secondary-subtle">Live output</span>
+              </div>
+              <pre id="migration-log" class="mb-0" style="background:#0f1a12;color:#d1e7d6;border-radius:12px;min-height:180px;padding:12px;font-size:0.9rem;overflow:auto;">Ready</pre>
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+    {% if stream_action %}
+      <script>
+        (() => {
+          const logEl = document.getElementById('migration-log');
+          if (!logEl) return;
+          const streamUrl = "{% if stream_action == 'import' %}{% url 'import_stream' %}{% else %}{% url 'transform_stream' %}{% endif %}";
+          const donePrefix = "{{ stream_action|capfirst }} finished";
+          const evt = new EventSource(streamUrl);
+          const append = (line) => {
+            logEl.textContent += `\n${line}`;
+            logEl.scrollTop = logEl.scrollHeight;
+          };
+          evt.onmessage = (e) => {
+            append(e.data);
+            if (e.data.startsWith(donePrefix)) {
+              setTimeout(() => window.location.reload(), 500);
+            }
+          };
+          evt.onerror = () => {
+            append('[connection closed]');
+            evt.close();
+          };
+        })();
+      </script>
+    {% endif %}
+  </body>
+</html>

src/paperless_migration/urls.py

@@ -0,0 +1,21 @@
+from django.conf import settings
+from django.conf.urls.static import static
+from django.contrib.staticfiles.urls import staticfiles_urlpatterns
+from django.urls import include
+from django.urls import path
+
+from paperless_migration import views
+
+urlpatterns = [
+    path("accounts/login/", views.migration_login, name="account_login"),
+    path("accounts/", include("allauth.urls")),
+    path("migration/", views.migration_home, name="migration_home"),
+    path("migration/transform/stream", views.transform_stream, name="transform_stream"),
+    path("migration/import/stream", views.import_stream, name="import_stream"),
+    # redirect root to migration home
+    path("", views.migration_home, name="migration_home"),
+]
+
+if settings.DEBUG:
+    urlpatterns += staticfiles_urlpatterns()
+    urlpatterns += static(settings.MEDIA_URL, document_root=settings.MEDIA_ROOT)

src/paperless_migration/views.py

@@ -0,0 +1,269 @@
+import os
+import shutil
+import subprocess
+import sys
+import tempfile
+from pathlib import Path
+
+from django.contrib import messages
+from django.contrib.auth import authenticate
+from django.contrib.auth import login
+from django.contrib.auth.decorators import login_required
+from django.http import HttpResponseForbidden
+from django.http import StreamingHttpResponse
+from django.shortcuts import redirect
+from django.shortcuts import render
+from django.views.decorators.http import require_http_methods
+
+from paperless_migration import settings
+
+
+@login_required
+@require_http_methods(["GET", "POST"])
+def migration_home(request):
+    if not request.session.get("migration_code_ok"):
+        return HttpResponseForbidden("Access code required")
+    if not request.user.is_superuser:
+        return HttpResponseForbidden("Superuser access required")
+
+    export_path = Path(settings.MIGRATION_EXPORT_PATH)
+    transformed_path = Path(settings.MIGRATION_TRANSFORMED_PATH)
+    imported_marker = Path(settings.MIGRATION_IMPORTED_PATH)
+
+    if request.method == "POST":
+        action = request.POST.get("action")
+        if action == "check":
+            messages.success(request, "Checked export paths.")
+        elif action == "transform":
+            messages.info(request, "Starting transform… live output below.")
+            request.session["start_stream_action"] = "transform"
+            if imported_marker.exists():
+                imported_marker.unlink()
+        elif action == "upload":
+            upload = request.FILES.get("export_file")
+            if not upload:
+                messages.error(request, "No file selected.")
+            else:
+                try:
+                    export_path.parent.mkdir(parents=True, exist_ok=True)
+                    with export_path.open("wb") as dest:
+                        for chunk in upload.chunks():
+                            dest.write(chunk)
+                    messages.success(request, f"Uploaded to {export_path}.")
+                except Exception as exc:
+                    messages.error(request, f"Failed to save file: {exc}")
+        elif action == "import":
+            messages.info(request, "Starting import… live output below.")
+            request.session["start_stream_action"] = "import"
+        else:
+            messages.error(request, "Unknown action.")
+        return redirect("migration_home")
+
+    stream_action = request.session.pop("start_stream_action", None)
+    context = {
+        "export_path": export_path,
+        "export_exists": export_path.exists(),
+        "transformed_path": transformed_path,
+        "transformed_exists": transformed_path.exists(),
+        "imported_exists": imported_marker.exists(),
+        "stream_action": stream_action,
+    }
+    return render(request, "paperless_migration/migration_home.html", context)
+
+
+@require_http_methods(["GET", "POST"])
+def migration_login(request):
+    if request.method == "POST":
+        username = request.POST.get("login", "")
+        password = request.POST.get("password", "")
+        code = request.POST.get("code", "")
+
+        if not code or code != settings.MIGRATION_ACCESS_CODE:
+            messages.error(request, "One-time code is required.")
+            return redirect("account_login")
+
+        user = authenticate(request, username=username, password=password)
+        if user is None:
+            messages.error(request, "Invalid username or password.")
+            return redirect("account_login")
+
+        if not user.is_superuser:
+            messages.error(request, "Superuser access required.")
+            return redirect("account_login")
+
+        login(request, user)
+        request.session["migration_code_ok"] = True
+        return redirect(settings.LOGIN_REDIRECT_URL)
+
+    return render(request, "account/login.html")
+
+
+@login_required
+@require_http_methods(["GET"])
+def transform_stream(request):
+    if not request.session.get("migration_code_ok"):
+        return HttpResponseForbidden("Access code required")
+    if not request.user.is_superuser:
+        return HttpResponseForbidden("Superuser access required")
+
+    input_path = Path(settings.MIGRATION_EXPORT_PATH)
+    output_path = Path(settings.MIGRATION_TRANSFORMED_PATH)
+
+    cmd = [
+        sys.executable,
+        "-m",
+        "paperless_migration.scripts.transform",
+        "--input",
+        str(input_path),
+        "--output",
+        str(output_path),
+    ]
+
+    def event_stream():
+        process = subprocess.Popen(
+            cmd,
+            stdout=subprocess.PIPE,
+            stderr=subprocess.STDOUT,
+            bufsize=1,
+            text=True,
+        )
+        try:
+            yield "data: Starting transform...\n\n"
+            if process.stdout:
+                for line in process.stdout:
+                    yield f"data: {line.rstrip()}\n\n"
+            process.wait()
+            yield f"data: Transform finished with code {process.returncode}\n\n"
+        finally:
+            if process and process.poll() is None:
+                process.kill()
+
+    return StreamingHttpResponse(
+        event_stream(),
+        content_type="text/event-stream",
+        headers={
+            "Cache-Control": "no-cache",
+            "X-Accel-Buffering": "no",
+        },
+    )
+
+
+@login_required
+@require_http_methods(["GET"])
+def import_stream(request):
+    if not request.session.get("migration_code_ok"):
+        return HttpResponseForbidden("Access code required")
+    if not request.user.is_superuser:
+        return HttpResponseForbidden("Superuser access required")
+
+    export_path = Path(settings.MIGRATION_EXPORT_PATH)
+    transformed_path = Path(settings.MIGRATION_TRANSFORMED_PATH)
+    imported_marker = Path(settings.MIGRATION_IMPORTED_PATH)
+    manage_path = Path(settings.BASE_DIR) / "manage.py"
+    source_dir = export_path.parent
+
+    env = os.environ.copy()
+    env["DJANGO_SETTINGS_MODULE"] = "paperless.settings"
+    env["PAPERLESS_MIGRATION_MODE"] = "0"
+
+    def event_stream():
+        if not export_path.exists():
+            yield "data: Missing export manifest.json; upload or re-check export.\n\n"
+            return
+        if not transformed_path.exists():
+            yield "data: Missing transformed manifest.v3.json; run transform first.\n\n"
+            return
+
+        backup_path: Path | None = None
+        try:
+            backup_fd, backup_name = tempfile.mkstemp(
+                prefix="manifest.v2.",
+                suffix=".json",
+                dir=source_dir,
+            )
+            os.close(backup_fd)
+            backup_path = Path(backup_name)
+            shutil.copy2(export_path, backup_path)
+            shutil.copy2(transformed_path, export_path)
+        except Exception as exc:
+            yield f"data: Failed to prepare import manifest: {exc}\n\n"
+            return
+
+        def run_cmd(args, label):
+            yield f"data: {label}\n\n"
+            process = subprocess.Popen(
+                args,
+                stdout=subprocess.PIPE,
+                stderr=subprocess.STDOUT,
+                bufsize=1,
+                text=True,
+                env=env,
+            )
+            try:
+                if process.stdout:
+                    for line in process.stdout:
+                        yield f"data: {line.rstrip()}\n\n"
+                process.wait()
+                return process.returncode
+            finally:
+                if process and process.poll() is None:
+                    process.kill()
+
+        wipe_cmd = [
+            sys.executable,
+            "-m",
+            "paperless_migration.scripts.wipe_db",
+        ]
+        migrate_cmd = [
+            sys.executable,
+            str(manage_path),
+            "migrate",
+            "--noinput",
+        ]
+        import_cmd = [
+            sys.executable,
+            str(manage_path),
+            "document_importer",
+            str(source_dir),
+            "--data-only",
+        ]
+        try:
+            wipe_code = yield from run_cmd(
+                wipe_cmd,
+                "Wiping database...",
+            )
+            if wipe_code != 0:
+                yield f"data: Wipe finished with code {wipe_code}\n\n"
+                return
+
+            migrate_code = yield from run_cmd(
+                migrate_cmd,
+                "Running migrations...",
+            )
+            if migrate_code != 0:
+                yield f"data: Migrate finished with code {migrate_code}\n\n"
+                return
+
+            import_code = yield from run_cmd(
+                import_cmd,
+                "Starting import...",
+            )
+            if import_code == 0:
+                imported_marker.parent.mkdir(parents=True, exist_ok=True)
+                imported_marker.write_text("ok\n", encoding="utf-8")
+            yield f"data: Import finished with code {import_code}\n\n"
+        finally:
+            if backup_path and backup_path.exists():
+                try:
+                    shutil.move(backup_path, export_path)
+                except Exception:
+                    pass
+
+    return StreamingHttpResponse(
+        event_stream(),
+        content_type="text/event-stream",
+        headers={
+            "Cache-Control": "no-cache",
+            "X-Accel-Buffering": "no",
+        },
+    )

src/paperless_migration/wsgi.py

@@ -0,0 +1,7 @@
+import os
+
+from django.core.wsgi import get_wsgi_application
+
+os.environ.setdefault("DJANGO_SETTINGS_MODULE", "paperless_migration.settings")
+
+application = get_wsgi_application()