Performance: skip filename checking when cf dont affect template

pyproject.toml

@@ -45,7 +45,7 @@ dependencies = [
   "drf-writable-nested~=0.7.1",
   "filelock~=3.20.0",
   "flower~=2.0.1",
-  "gotenberg-client~=0.13.1",
+  "gotenberg-client~=0.12.0",
   "httpx-oauth~=0.16",
   "imap-tools~=1.11.0",
   "inotifyrecursive~=0.3",

src/documents/signals/handlers.py

@@ -52,6 +52,7 @@ from documents.models import WorkflowRun
 from documents.models import WorkflowTrigger
 from documents.permissions import get_objects_for_user_owner_aware
 from documents.permissions import set_permissions_for_object
+from documents.templating.utils import convert_format_str_to_template_format
 from documents.templating.workflows import parse_w_workflow_placeholders
 
 if TYPE_CHECKING:
@@ -392,6 +393,19 @@ class CannotMoveFilesException(Exception):
     pass
 
 
+def _filename_template_uses_custom_fields(doc: Document) -> bool:
+    template = None
+    if doc.storage_path is not None:
+        template = doc.storage_path.path
+    elif settings.FILENAME_FORMAT is not None:
+        template = convert_format_str_to_template_format(settings.FILENAME_FORMAT)
+
+    if not template:
+        return False
+
+    return "custom_fields" in template
+
+
 # should be disabled in /src/documents/management/commands/document_importer.py handle
 @receiver(models.signals.post_save, sender=CustomFieldInstance, weak=False)
 @receiver(models.signals.m2m_changed, sender=Document.tags.through, weak=False)
@@ -402,6 +416,8 @@ def update_filename_and_move_files(
     **kwargs,
 ):
     if isinstance(instance, CustomFieldInstance):
+        if not _filename_template_uses_custom_fields(instance.document):
+            return
         instance = instance.document
 
     def validate_move(instance, old_path: Path, new_path: Path):

src/documents/tests/test_file_handling.py

@@ -16,6 +16,7 @@ from django.utils import timezone
 from documents.file_handling import create_source_path_directory
 from documents.file_handling import delete_empty_directories
 from documents.file_handling import generate_filename
+from documents.file_handling import generate_unique_filename
 from documents.models import Correspondent
 from documents.models import CustomField
 from documents.models import CustomFieldInstance
@@ -1632,6 +1633,73 @@ class TestFilenameGeneration(DirectoriesMixin, TestCase):
             )
 
 
+class TestCustomFieldFilenameUpdates(
+    DirectoriesMixin,
+    FileSystemAssertsMixin,
+    TestCase,
+):
+    def setUp(self):
+        self.cf = CustomField.objects.create(
+            name="flavor",
+            data_type=CustomField.FieldDataType.STRING,
+        )
+        self.doc = Document.objects.create(
+            title="document",
+            mime_type="application/pdf",
+            checksum="abc123",
+        )
+        self.cfi = CustomFieldInstance.objects.create(
+            field=self.cf,
+            document=self.doc,
+            value_text="initial",
+        )
+        return super().setUp()
+
+    @override_settings(FILENAME_FORMAT=None)
+    def test_custom_field_not_in_template_skips_filename_work(self):
+        storage_path = StoragePath.objects.create(path="{{created}}/{{ title }}")
+        self.doc.storage_path = storage_path
+        self.doc.save()
+        initial_filename = generate_filename(self.doc)
+        Document.objects.filter(pk=self.doc.pk).update(filename=str(initial_filename))
+        self.doc.refresh_from_db()
+        Path(self.doc.source_path).parent.mkdir(parents=True, exist_ok=True)
+        Path(self.doc.source_path).touch()
+
+        with mock.patch("documents.signals.handlers.generate_unique_filename") as m:
+            m.side_effect = generate_unique_filename
+            self.cfi.value_text = "updated"
+            self.cfi.save()
+
+        self.doc.refresh_from_db()
+        self.assertEqual(Path(self.doc.filename), initial_filename)
+        self.assertEqual(m.call_count, 0)
+
+    @override_settings(FILENAME_FORMAT=None)
+    def test_custom_field_in_template_triggers_filename_update(self):
+        storage_path = StoragePath.objects.create(
+            path="{{ custom_fields|get_cf_value('flavor') }}/{{ title }}",
+        )
+        self.doc.storage_path = storage_path
+        self.doc.save()
+        initial_filename = generate_filename(self.doc)
+        Document.objects.filter(pk=self.doc.pk).update(filename=str(initial_filename))
+        self.doc.refresh_from_db()
+        Path(self.doc.source_path).parent.mkdir(parents=True, exist_ok=True)
+        Path(self.doc.source_path).touch()
+
+        with mock.patch("documents.signals.handlers.generate_unique_filename") as m:
+            m.side_effect = generate_unique_filename
+            self.cfi.value_text = "updated"
+            self.cfi.save()
+
+        self.doc.refresh_from_db()
+        expected_filename = Path("updated/document.pdf")
+        self.assertEqual(Path(self.doc.filename), expected_filename)
+        self.assertTrue(Path(self.doc.source_path).is_file())
+        self.assertGreater(m.call_count, 0)
+
+
 class TestPathDateLocalization:
     """
     Groups all tests related to the `localize_date` function.

uv.lock

@@ -1073,15 +1073,15 @@ wheels = [
 
 [[package]]
 name = "gotenberg-client"
-version = "0.13.1"
+version = "0.12.0"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
     { name = "httpx", extra = ["http2"], marker = "sys_platform == 'darwin' or sys_platform == 'linux'" },
     { name = "typing-extensions", marker = "(python_full_version < '3.11' and sys_platform == 'darwin') or (python_full_version < '3.11' and sys_platform == 'linux')" },
 ]
-sdist = { url = "https://files.pythonhosted.org/packages/e4/6c/aaadd6657ca42fbd148b1c00604b98c1ead5a22552f4e5365ce5f0632430/gotenberg_client-0.13.1.tar.gz", hash = "sha256:cdd6bbb535cd739b87446cd1b4f6347ed7f9af6a0d4b19baf7c064b75528ee54", size = 1211143, upload-time = "2025-12-04T20:45:24.151Z" }
+sdist = { url = "https://files.pythonhosted.org/packages/61/6d/07ea213c146bbe91dffebff2d8f4dc61e7076d3dd34d4fd1467f9163e752/gotenberg_client-0.12.0.tar.gz", hash = "sha256:1ab50878024469fc003c414ee9810ceeb00d4d7d7c36bd2fb75318fbff139e9b", size = 1210884, upload-time = "2025-10-15T15:32:37.669Z" }
 wheels = [
-    { url = "https://files.pythonhosted.org/packages/79/f6/7a6e6785295332d2538f729ae19516cef712273a5ab8b90d015f08e37a45/gotenberg_client-0.13.1-py3-none-any.whl", hash = "sha256:613f7083a5e8a81699dd8d715c97e5806a424ac48920aad25d7c11b600cdfaf3", size = 51058, upload-time = "2025-12-04T20:45:22.603Z" },
+    { url = "https://files.pythonhosted.org/packages/12/39/fcb24ff053b1be7e5124f56c3d358706a23a328f685c6db33bc9dbc5472d/gotenberg_client-0.12.0-py3-none-any.whl", hash = "sha256:a540b35ac518e902c2860a88fbe448c15fe5a56fe8ec8604e6a2c8c2228fd0cb", size = 51051, upload-time = "2025-10-15T15:32:36.32Z" },
 ]
 
 [[package]]
@@ -2281,7 +2281,7 @@ requires-dist = [
     { name = "drf-writable-nested", specifier = "~=0.7.1" },
     { name = "filelock", specifier = "~=3.20.0" },
     { name = "flower", specifier = "~=2.0.1" },
-    { name = "gotenberg-client", specifier = "~=0.13.1" },
+    { name = "gotenberg-client", specifier = "~=0.12.0" },
     { name = "granian", extras = ["uvloop"], marker = "extra == 'webserver'", specifier = "~=2.5.1" },
     { name = "httpx-oauth", specifier = "~=0.16" },
     { name = "imap-tools", specifier = "~=1.11.0" },